Procyon Advisors, LLC Diversified Active

CIK: 0001804329 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 18, 2022

Total Value ($000): $485,475 (100.0% shares, 0.0% debt)

Holdings (335)

VUG VANGUARD GROWTH INDEX FUND 6.6%
Value ($000) $32,109 Shares 111,644 Est. Cost $290.94 Unrealized
AAPL APPLE INC COM 4.7%
Value ($000) $22,952 Shares 131,446 Est. Cost $107.73 Unrealized +53.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3.5%
Value ($000) $17,075 Shares 355,515 Est. Cost $49.86 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 3.4%
Value ($000) $16,485 Shares 164,589 Est. Cost $101.25 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $11,327 Shares 36,739 Est. Cost $181.89 Unrealized +60.2%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 2.3%
Value ($000) $11,241 Shares 344,178 Est. Cost $37.90 Unrealized
SPY SPDR S&P 500 ETF 2.3%
Value ($000) $11,098 Shares 24,572 Est. Cost $355.65 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.1%
Value ($000) $10,070 Shares 89,710 Est. Cost $106.16 Unrealized
AMZN AMAZON COM INC COM 2.1%
Value ($000) $10,062 Shares 3,086 Est. Cost $119.19 Unrealized +29.6%
SCHZ SCHWAB US AGGREGATE BOND ETF 1.9%
Value ($000) $9,231 Shares 182,532 Est. Cost $54.02 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.8%
Value ($000) $8,726 Shares 81,304 Est. Cost $98.60 Unrealized
USRT ISHARES CORE U.S. REIT ETF 1.3%
Value ($000) $6,150 Shares 95,123 Est. Cost $59.08 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $5,988 Shares 20,006 Est. Cost $222.17 Unrealized +41.3%
IGBH ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF 1.2%
Value ($000) $5,698 Shares 236,338 Est. Cost $24.80 Unrealized
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $5,513 Shares 31,105 Est. Cost $126.33 Unrealized +20.2%
ABBV ABBVIE INC COM 1.1%
Value ($000) $5,484 Shares 33,831 Est. Cost $81.12 Unrealized +55.8%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $5,461 Shares 1,963 Est. Cost $98.79 Unrealized +36.5%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $4,847 Shares 35,557 Est. Cost $114.28 Unrealized +17.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.0%
Value ($000) $4,641 Shares 20,386 Est. Cost $193.98 Unrealized
IWF iShares Russell 1000 Growth ETF 1.0%
Value ($000) $4,622 Shares 16,648 Est. Cost $184.58 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.9%
Value ($000) $4,601 Shares 27,771 Est. Cost $146.48 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.9%
Value ($000) $4,583 Shares 20,141 Est. Cost $145.70 Unrealized +35.2%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.9%
Value ($000) $4,194 Shares 71,036 Est. Cost $62.69 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.9%
Value ($000) $4,150 Shares 54,706 Est. Cost $79.63 Unrealized
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $4,017 Shares 24,672 Est. Cost $87.14 Unrealized +40.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $3,904 Shares 23,520 Est. Cost $154.30 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.8%
Value ($000) $3,852 Shares 18,126 Est. Cost $171.07 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.8%
Value ($000) $3,787 Shares 24,319 Est. Cost $131.19 Unrealized
TIP ISHARES TIPS BOND ETF 0.8%
Value ($000) $3,752 Shares 30,122 Est. Cost $122.93 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $3,614 Shares 64,809 Est. Cost $41.62 Unrealized +20.8%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $3,496 Shares 22,882 Est. Cost $116.03 Unrealized +22.5%
PEP PEPSICO INC COM 0.7%
Value ($000) $3,329 Shares 19,888 Est. Cost $118.66 Unrealized +25.1%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.7%
Value ($000) $3,253 Shares 31,959 Est. Cost $107.81 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $3,168 Shares 6,212 Est. Cost $286.33 Unrealized +57.6%
FDX FEDEX CORP COM 0.7%
Value ($000) $3,160 Shares 13,656 Est. Cost $180.89 Unrealized +19.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $3,138 Shares 45,151 Est. Cost $68.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $2,998 Shares 8,494 Est. Cost $246.58 Unrealized +31.2%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $2,979 Shares 5,174 Est. Cost $323.88 Unrealized +54.6%
WMT WALMART INC COM 0.6%
Value ($000) $2,940 Shares 19,741 Est. Cost $41.73 Unrealized +6.9%
META META PLATFORMS INC CL A 0.6%
Value ($000) $2,874 Shares 12,925 Est. Cost $239.93 Unrealized +3.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $2,763 Shares 72,768 Est. Cost $39.58 Unrealized
GPN GLOBAL PMTS INC COM 0.6%
Value ($000) $2,714 Shares 19,837 Est. Cost $144.36 Unrealized -6.8%
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.6%
Value ($000) $2,699 Shares 131,407 Est. Cost $21.28 Unrealized
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $2,586 Shares 22,363 Est. Cost $166.02 Unrealized -20.0%
INTC INTEL CORP COM 0.5%
Value ($000) $2,576 Shares 51,983 Est. Cost $49.22 Unrealized -6.2%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,427 Shares 29,390 Est. Cost $49.90 Unrealized +36.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.5%
Value ($000) $2,266 Shares 34,476 Est. Cost $92.95 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $2,261 Shares 10,196 Est. Cost $184.89 Unrealized +13.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $2,240 Shares 10,054 Est. Cost $153.23 Unrealized +27.6%
TGT TARGET CORP COM 0.5%
Value ($000) $2,235 Shares 10,532 Est. Cost $118.11 Unrealized +62.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $2,163 Shares 19,369 Est. Cost $81.18 Unrealized +9.9%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $2,059 Shares 26,958 Est. Cost $95.94 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $2,055 Shares 3,479 Est. Cost $450.32 Unrealized +26.2%
TSLA TESLA INC COM 0.4%
Value ($000) $2,021 Shares 1,875 Est. Cost $210.60 Unrealized +47.9%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,937 Shares 14,123 Est. Cost $147.30 Unrealized -4.1%
IWR ISHARES RUSSELL MID-CAP ETF 0.4%
Value ($000) $1,890 Shares 24,213 Est. Cost $60.13 Unrealized
DE DEERE & CO COM 0.4%
Value ($000) $1,886 Shares 4,540 Est. Cost $275.39 Unrealized +31.8%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,836 Shares 36,051 Est. Cost $42.79 Unrealized -3.0%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $1,807 Shares 20,679 Est. Cost $63.38 Unrealized +33.5%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,790 Shares 5,009 Est. Cost $290.73 Unrealized +20.9%
CSX CSX CORP COM 0.4%
Value ($000) $1,752 Shares 46,784 Est. Cost $30.01 Unrealized +11.6%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $1,750 Shares 6,412 Est. Cost $21.98 Unrealized +13.9%
SIGI SELECTIVE INS GROUP INC COM 0.4%
Value ($000) $1,734 Shares 19,409 Est. Cost $63.19 Unrealized +20.8%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $1,682 Shares 35,923 Est. Cost $41.03 Unrealized +4.4%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,628 Shares 6,585 Est. Cost $177.73 Unrealized +28.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,605 Shares 19,256 Est. Cost $86.10 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.3%
Value ($000) $1,566 Shares 40,712 Est. Cost $38.47 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,563 Shares 7,359 Est. Cost $185.27 Unrealized +14.8%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,541 Shares 4,251 Est. Cost $327.03 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $1,511 Shares 13,777 Est. Cost $115.12 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,492 Shares 20,267 Est. Cost $70.80 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,481 Shares 15,768 Est. Cost $71.25 Unrealized +16.2%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,437 Shares 17,512 Est. Cost $65.63 Unrealized +6.4%
PFE PFIZER INC COM 0.3%
Value ($000) $1,435 Shares 27,718 Est. Cost $29.51 Unrealized +43.9%
AMGN AMGEN INC COM 0.3%
Value ($000) $1,417 Shares 5,859 Est. Cost $196.08 Unrealized +3.7%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $1,403 Shares 7,768 Est. Cost $149.88 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,384 Shares 3,051 Est. Cost $357.20 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $1,373 Shares 18,937 Est. Cost $52.74 Unrealized +11.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $1,369 Shares 20,565 Est. Cost $70.98 Unrealized
Apple Inc 0.3%
Value ($000) $1,355 Shares 3,000 Est. Cost Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,328 Shares 475 Est. Cost $96.08 Unrealized +40.4%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,297 Shares 14,260 Est. Cost $90.77 Unrealized -5.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,297 Shares 28,723 Est. Cost $44.98 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $1,280 Shares 11,863 Est. Cost $85.60 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $1,250 Shares 11,671 Est. Cost $115.32 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.3%
Value ($000) $1,223 Shares 29,015 Est. Cost $38.54 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $1,223 Shares 11,025 Est. Cost $97.49 Unrealized -3.9%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $1,199 Shares 11,989 Est. Cost $50.18 Unrealized +58.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,198 Shares 14,146 Est. Cost $67.72 Unrealized +6.4%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $1,193 Shares 11,955 Est. Cost $73.80 Unrealized +7.3%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $1,145 Shares 4,970 Est. Cost $198.57 Unrealized +8.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,141 Shares 15,622 Est. Cost $50.40 Unrealized +12.8%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,140 Shares 5,553 Est. Cost $200.10 Unrealized
ENB ENBRIDGE INC COM 0.2%
Value ($000) $1,133 Shares 24,573 Est. Cost $29.75 Unrealized +11.9%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $1,126 Shares 27,312 Est. Cost $30.13 Unrealized +35.5%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,118 Shares 5,215 Est. Cost $139.54 Unrealized +27.0%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $1,102 Shares 12,755 Est. Cost $76.74 Unrealized -5.1%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $1,067 Shares 17,955 Est. Cost $57.26 Unrealized -3.7%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,055 Shares 5,217 Est. Cost $139.18 Unrealized +53.3%
DIREXION SHS ETF TR 0.2%
Value ($000) $1,044 Shares 7,500 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $1,042 Shares 4,463 Est. Cost $30.32 Unrealized +36.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,031 Shares 3,057 Est. Cost $253.01 Unrealized +25.9%
WRB BERKLEY W R CORP COM 0.2%
Value ($000) $1,013 Shares 15,215 Est. Cost $30.00 Unrealized +21.2%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,001 Shares 10,261 Est. Cost $100.90 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $973 Shares 4,093 Est. Cost $172.83 Unrealized +16.1%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $961 Shares 24,200 Est. Cost $40.50 Unrealized
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $931 Shares 38,602 Est. Cost $25.73 Unrealized
BCE BCE INC COM NEW 0.2%
Value ($000) $930 Shares 16,762 Est. Cost $35.75 Unrealized +11.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $926 Shares 3,705 Est. Cost $217.21 Unrealized +6.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $921 Shares 2,021 Est. Cost $454.78 Unrealized +5.8%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $903 Shares 2,267 Est. Cost $286.52 Unrealized +31.4%
T AT&T INC COM 0.2%
Value ($000) $901 Shares 38,130 Est. Cost $17.01 Unrealized -12.3%
CE CELANESE CORP DEL COM 0.2%
Value ($000) $890 Shares 6,227 Est. Cost $142.81 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $885 Shares 26,499 Est. Cost $22.03 Unrealized +15.9%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $881 Shares 2,668 Est. Cost $245.03 Unrealized +30.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $875 Shares 15,751 Est. Cost $61.81 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $858 Shares 30,885 Est. Cost $26.48 Unrealized
WHR WHIRLPOOL CORP COM 0.2%
Value ($000) $854 Shares 4,941 Est. Cost $189.65 Unrealized +6.9%
TTD THE TRADE DESK INC COM CL A 0.2%
Value ($000) $839 Shares 12,119 Est. Cost $70.55 Unrealized +2.4%
ALPHABET INC 0.2%
Value ($000) $838 Shares 300 Est. Cost Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $827 Shares 8,173 Est. Cost $80.02 Unrealized +15.0%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $824 Shares 9,700 Est. Cost $63.57 Unrealized +5.3%
SCI SERVICE CORP INTL COM 0.2%
Value ($000) $814 Shares 12,363 Est. Cost $57.06 Unrealized +10.4%
MGK VANGUARD MEGA CAP GROWTH ETF 0.2%
Value ($000) $811 Shares 3,445 Est. Cost $133.19 Unrealized
FDS FACTSET RESH SYS INC COM 0.2%
Value ($000) $809 Shares 1,862 Est. Cost $332.24 Unrealized +22.3%
LAM RESEARCH CORP COM 0.2%
Value ($000) $801 Shares 1,490 Est. Cost $338.65 Unrealized
INVESCO QQQ TR 0.2%
Value ($000) $798 Shares 2,200 Est. Cost Unrealized
VTV VANGUARD VALUE INDEX FUND 0.2%
Value ($000) $795 Shares 5,378 Est. Cost $144.01 Unrealized
CSL CARLISLE COS INC COM 0.2%
Value ($000) $794 Shares 3,228 Est. Cost $138.30 Unrealized +62.0%
NRG NRG ENERGY INC COM NEW 0.2%
Value ($000) $788 Shares 20,532 Est. Cost $32.82 Unrealized +6.6%
NATR NATURES SUNSHINE PRODS INC COM 0.2%
Value ($000) $780 Shares 46,373 Est. Cost $16.96 Unrealized +4.3%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $778 Shares 15,036 Est. Cost $54.45 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $778 Shares 10,172 Est. Cost $45.32 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.2%
Value ($000) $777 Shares 9,774 Est. Cost $84.41 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.2%
Value ($000) $771 Shares 10,035 Est. Cost $65.69 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.2%
Value ($000) $757 Shares 20,779 Est. Cost $38.83 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $748 Shares 3,842 Est. Cost $181.51 Unrealized -6.1%
KO COCA COLA CO COM 0.2%
Value ($000) $736 Shares 11,873 Est. Cost $45.55 Unrealized +18.7%
XYZ BLOCK INC CL A 0.2%
Value ($000) $732 Shares 5,398 Est. Cost $112.88 Unrealized +7.3%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.1%
Value ($000) $722 Shares 28,980 Est. Cost $26.27 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $722 Shares 15,083 Est. Cost $50.72 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.1%
Value ($000) $722 Shares 12,186 Est. Cost $59.25 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $715 Shares 19,479 Est. Cost $34.36 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $709 Shares 2,300 Est. Cost Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $685 Shares 41,206 Est. Cost $16.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $671 Shares 1,368 Est. Cost $375.43 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $665 Shares 21,801 Est. Cost $30.55 Unrealized
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $651 Shares 9,010 Est. Cost $48.89 Unrealized +33.7%
BERRY GLOBAL GROUP INC COM 0.1%
Value ($000) $647 Shares 11,160 Est. Cost $64.46 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $647 Shares 847 Est. Cost $630.86 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $644 Shares 2,197 Est. Cost $194.41 Unrealized +26.4%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $624 Shares 3,545 Est. Cost $142.74 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $619 Shares 1,492 Est. Cost $395.15 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $612 Shares 12,100 Est. Cost $50.05 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.1%
Value ($000) $597 Shares 1,724 Est. Cost $290.68 Unrealized +13.1%
AVGO BROADCOM INC COM 0.1%
Value ($000) $596 Shares 947 Est. Cost $44.33 Unrealized +24.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $591 Shares 9,417 Est. Cost $52.04 Unrealized +12.7%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $590 Shares 13,184 Est. Cost $48.69 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $586 Shares 13,332 Est. Cost $45.47 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $582 Shares 24,747 Est. Cost $25.43 Unrealized
SYNOVUS FINL CORP COM NEW 0.1%
Value ($000) $579 Shares 11,824 Est. Cost $45.57 Unrealized
TRP TC ENERGY CORP COM 0.1%
Value ($000) $574 Shares 10,170 Est. Cost $39.66 Unrealized +8.4%
NVST ENVISTA HOLDINGS CORPORATION COM 0.1%
Value ($000) $571 Shares 11,713 Est. Cost $24.53 Unrealized +88.1%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $570 Shares 9,520 Est. Cost $54.39 Unrealized +6.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $558 Shares 12,472 Est. Cost $48.27 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $554 Shares 8,182 Est. Cost $53.31 Unrealized +10.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $550 Shares 2,939 Est. Cost $121.94 Unrealized +40.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $550 Shares 37,599 Est. Cost $12.47 Unrealized +4.8%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $548 Shares 13,403 Est. Cost $29.05 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $547 Shares 12,041 Est. Cost $46.04 Unrealized +0.3%
OUNZ VAN ECK MERK GOLD TRUST 0.1%
Value ($000) $546 Shares 29,000 Est. Cost $17.79 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $543 Shares 4,492 Est. Cost $130.20 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $542 Shares 4,400 Est. Cost $113.57 Unrealized +0.4%
EPAM EPAM SYS INC COM 0.1%
Value ($000) $540 Shares 1,820 Est. Cost $469.64 Unrealized -16.5%
MKL MARKEL CORP COM 0.1%
Value ($000) $538 Shares 365 Est. Cost $1158.86 Unrealized +11.5%
ARMK ARAMARK COM 0.1%
Value ($000) $537 Shares 14,270 Est. Cost $27.21 Unrealized -8.7%
AKAM AKAMAI TECHNOLOGIES INC COM 0.1%
Value ($000) $535 Shares 4,482 Est. Cost $111.02 Unrealized +1.0%
CM CANADIAN IMP BK COMM COM 0.1%
Value ($000) $533 Shares 4,380 Est. Cost $45.41 Unrealized +15.8%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $532 Shares 9,537 Est. Cost $58.49 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $532 Shares 11,245 Est. Cost $49.47 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $528 Shares 1,409 Est. Cost $46.17 Unrealized -9.8%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $522 Shares 1,738 Est. Cost $237.95 Unrealized +20.0%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $503 Shares 8,876 Est. Cost $46.65 Unrealized +8.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $500 Shares 9,398 Est. Cost $47.62 Unrealized +0.5%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $499 Shares 10,575 Est. Cost $45.24 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $497 Shares 4,196 Est. Cost $84.78 Unrealized +36.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $495 Shares 4,997 Est. Cost $66.86 Unrealized +29.8%
KEY KEYCORP COM 0.1%
Value ($000) $494 Shares 22,062 Est. Cost $17.38 Unrealized +16.8%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $489 Shares 3,518 Est. Cost $128.39 Unrealized +5.0%
CADE CADENCE BANK COM 0.1%
Value ($000) $488 Shares 16,689 Est. Cost $26.11 Unrealized +4.0%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.1%
Value ($000) $485 Shares 19,288 Est. Cost $27.30 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.1%
Value ($000) $485 Shares 2,991 Est. Cost $135.90 Unrealized +27.3%
ENVESTNET INC COM 0.1%
Value ($000) $483 Shares 6,483 Est. Cost $77.85 Unrealized
IWC ISHARES MICRO-CAP ETF 0.1%
Value ($000) $479 Shares 3,719 Est. Cost $143.69 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $475 Shares 4,760 Est. Cost $79.78 Unrealized +12.3%
WEX WEX INC COM 0.1%
Value ($000) $468 Shares 2,623 Est. Cost $191.58 Unrealized -14.9%
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $467 Shares 2,326 Est. Cost $108.60 Unrealized +76.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $465 Shares 8,704 Est. Cost $55.55 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $464 Shares 1,622 Est. Cost $112.70 Unrealized +120.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $453 Shares 3,365 Est. Cost $145.64 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $452 Shares 2,654 Est. Cost $110.94 Unrealized +34.0%
PPG PPG INDS INC COM 0.1%
Value ($000) $450 Shares 3,430 Est. Cost $136.09 Unrealized -1.6%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $439 Shares 4,633 Est. Cost $69.23 Unrealized +9.2%
AMG AFFILIATED MANAGERS GROUP INC COM 0.1%
Value ($000) $436 Shares 3,094 Est. Cost $101.83 Unrealized +41.0%
RPM RPM INTL INC COM 0.1%
Value ($000) $435 Shares 5,336 Est. Cost $77.12 Unrealized +11.3%
CWH CAMPING WORLD HLDGS INC CL A 0.1%
Value ($000) $434 Shares 15,515 Est. Cost $30.64 Unrealized -12.7%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $434 Shares 6,553 Est. Cost $95.86 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $423 Shares 3,243 Est. Cost $135.84 Unrealized
SPLUNK INC COM 0.1%
Value ($000) $421 Shares 2,833 Est. Cost $148.61 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $417 Shares 5,342 Est. Cost $78.93 Unrealized
MORN MORNINGSTAR INC COM 0.1%
Value ($000) $416 Shares 1,522 Est. Cost $193.36 Unrealized +46.2%
BA BOEING CO COM 0.1%
Value ($000) $414 Shares 2,163 Est. Cost $271.72 Unrealized -26.1%
BK OF AMERICA CORP 0.1%
Value ($000) $412 Shares 10,000 Est. Cost Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $412 Shares 7,883 Est. Cost $50.97 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $410 Shares 14,345 Est. Cost $24.34 Unrealized +1.4%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $410 Shares 2,934 Est. Cost $133.90 Unrealized +6.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $405 Shares 2,653 Est. Cost $125.89 Unrealized +22.0%
VMWARE INC CL A COM 0.1%
Value ($000) $405 Shares 3,560 Est. Cost $134.89 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $400 Shares 2,179 Est. Cost $126.86 Unrealized +24.0%
CHH CHOICE HOTELS INTL INC COM 0.1%
Value ($000) $397 Shares 2,799 Est. Cost $88.98 Unrealized +55.9%
SEIC SEI INVTS CO COM 0.1%
Value ($000) $391 Shares 6,486 Est. Cost $57.06 Unrealized -1.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $390 Shares 15,672 Est. Cost $26.49 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $390 Shares 1,350 Est. Cost $231.05 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.1%
Value ($000) $388 Shares 81,502 Est. Cost $8.45 Unrealized -35.1%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $386 Shares 4,123 Est. Cost $99.38 Unrealized
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.1%
Value ($000) $377 Shares 5,219 Est. Cost $73.87 Unrealized
DISCOVERY INC COM SER A 0.1%
Value ($000) $373 Shares 14,952 Est. Cost $23.94 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $371 Shares 11,066 Est. Cost $27.42 Unrealized +3.3%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $363 Shares 4,313 Est. Cost $59.98 Unrealized +36.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $362 Shares 1,201 Est. Cost $320.58 Unrealized -8.9%
ATR APTARGROUP INC COM 0.1%
Value ($000) $359 Shares 3,057 Est. Cost $105.01 Unrealized +6.1%
LSTR LANDSTAR SYS INC COM 0.1%
Value ($000) $359 Shares 2,382 Est. Cost $131.36 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $357 Shares 1,342 Est. Cost $226.22 Unrealized +6.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $353 Shares 516 Est. Cost $43.83 Unrealized +1.9%
JLL JONES LANG LASALLE INC COM 0.1%
Value ($000) $351 Shares 1,467 Est. Cost $128.38 Unrealized +89.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $347 Shares 1,329 Est. Cost $237.33 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.1%
Value ($000) $346 Shares 52,316 Est. Cost $7.15 Unrealized
TERMINIX GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $345 Shares 7,557 Est. Cost $50.98 Unrealized
NET CLOUDFLARE INC CL A COM 0.1%
Value ($000) $339 Shares 2,828 Est. Cost $104.27 Unrealized 0.0%
ADSK AUTODESK INC COM 0.1%
Value ($000) $339 Shares 1,582 Est. Cost $258.13 Unrealized -10.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $334 Shares 4,182 Est. Cost $43.21 Unrealized -2.9%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $333 Shares 5,493 Est. Cost $64.24 Unrealized -1.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $332 Shares 4,459 Est. Cost $74.46 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.1%
Value ($000) $331 Shares 4,229 Est. Cost $88.56 Unrealized -14.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $329 Shares 2,041 Est. Cost $145.51 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $328 Shares 683 Est. Cost $485.01 Unrealized +3.0%
GDDY GODADDY INC CL A 0.1%
Value ($000) $328 Shares 3,921 Est. Cost $73.15 Unrealized +8.0%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.1%
Value ($000) $327 Shares 4,859 Est. Cost $102.74 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $325 Shares 3,108 Est. Cost $104.57 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $325 Shares 3,216 Est. Cost $76.52 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $324 Shares 1,772 Est. Cost $121.66 Unrealized +30.5%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $324 Shares 1,296 Est. Cost $178.38 Unrealized
MADISON COVERED CALL & EQUITY COM 0.1%
Value ($000) $323 Shares 40,773 Est. Cost $7.42 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $321 Shares 3,995 Est. Cost $71.98 Unrealized -3.2%
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $320 Shares 16,015 Est. Cost $17.81 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $318 Shares 2,503 Est. Cost $84.16 Unrealized +27.4%
SPDR S&P 500 ETF TR 0.1%
Value ($000) $316 Shares 700 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $311 Shares 1,398 Est. Cost $173.37 Unrealized +14.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $308 Shares 2,955 Est. Cost $72.25 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $307 Shares 8,009 Est. Cost $37.86 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $304 Shares 4,337 Est. Cost $53.37 Unrealized +8.7%
CACI CACI INTL INC CL A 0.1%
Value ($000) $301 Shares 1,000 Est. Cost $231.04 Unrealized +19.5%
TTC TORO CO COM 0.1%
Value ($000) $299 Shares 3,494 Est. Cost $107.17 Unrealized -13.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $299 Shares 5,730 Est. Cost $29.98 Unrealized +23.9%
LII LENNOX INTL INC COM 0.1%
Value ($000) $298 Shares 1,157 Est. Cost $228.25 Unrealized +14.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $297 Shares 2,287 Est. Cost $113.44 Unrealized -1.2%
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $296 Shares 4,975 Est. Cost $43.95 Unrealized +25.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $293 Shares 4,419 Est. Cost $50.72 Unrealized
LINDE PLC SHS 0.1%
Value ($000) $292 Shares 913 Est. Cost $302.62 Unrealized
TECH BIO-TECHNE CORP COM 0.1%
Value ($000) $288 Shares 666 Est. Cost $59.41 Unrealized +70.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $287 Shares 6,224 Est. Cost $44.25 Unrealized
EVERBRIDGE INC COM 0.1%
Value ($000) $284 Shares 6,503 Est. Cost $43.67 Unrealized
IT GARTNER INC COM 0.1%
Value ($000) $284 Shares 955 Est. Cost $158.09 Unrealized +83.1%
MED MEDIFAST INC COM 0.1%
Value ($000) $277 Shares 1,620 Est. Cost $170.20 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $274 Shares 2,664 Est. Cost $60.61 Unrealized +22.6%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $265 Shares 1,200 Est. Cost $200.76 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $262 Shares 388 Est. Cost $125.50 Unrealized -34.6%
COLM COLUMBIA SPORTSWEAR CO COM 0.1%
Value ($000) $255 Shares 2,812 Est. Cost $86.24 Unrealized +0.7%
EOG EOG RES INC COM 0.1%
Value ($000) $255 Shares 2,142 Est. Cost $93.49 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $252 Shares 1,908 Est. Cost $122.58 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $251 Shares 1,360 Est. Cost $118.99 Unrealized +46.3%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $251 Shares 988 Est. Cost $266.55 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.1%
Value ($000) $250 Shares 514 Est. Cost $43.28 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $249 Shares 18,131 Est. Cost $26.57 Unrealized -49.8%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $248 Shares 1,562 Est. Cost $96.52 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $247 Shares 1,068 Est. Cost $236.82 Unrealized 0.0%
NDSN NORDSON CORP COM 0.1%
Value ($000) $247 Shares 1,087 Est. Cost $147.80 Unrealized +48.4%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $242 Shares 2,230 Est. Cost $115.27 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $241 Shares 2,804 Est. Cost $95.91 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $241 Shares 1,420 Est. Cost $155.43 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $240 Shares 675 Est. Cost $330.52 Unrealized -3.2%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $238 Shares 5,188 Est. Cost $29.55 Unrealized +40.3%
IEX IDEX CORP COM 0.0%
Value ($000) $238 Shares 1,242 Est. Cost $150.29 Unrealized +28.5%
NKE NIKE INC CL B 0.0%
Value ($000) $238 Shares 1,766 Est. Cost $99.38 Unrealized +32.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $236 Shares 535 Est. Cost $323.08 Unrealized +13.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $235 Shares 823 Est. Cost $205.18 Unrealized +23.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $234 Shares 937 Est. Cost $266.51 Unrealized 0.0%
KEX KIRBY CORP COM 0.0%
Value ($000) $233 Shares 3,223 Est. Cost $66.66 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $232 Shares 818 Est. Cost $286.25 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $230 Shares 2,620 Est. Cost $69.11 Unrealized +10.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $226 Shares 143 Est. Cost $26.73 Unrealized +12.6%
INVITAE CORP COM 0.0%
Value ($000) $223 Shares 27,988 Est. Cost $7.97 Unrealized
FUBO FUBOTV INC COM 0.0%
Value ($000) $222 Shares 33,733 Est. Cost $9.72 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $221 Shares 2,150 Est. Cost $98.57 Unrealized
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $219 Shares 1,158 Est. Cost $125.79 Unrealized +51.1%
IAA INC COM 0.0%
Value ($000) $218 Shares 5,695 Est. Cost $50.32 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $216 Shares 3,638 Est. Cost $26.67 Unrealized -4.7%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $215 Shares 3,437 Est. Cost $65.84 Unrealized 0.0%
AVTR AVANTOR INC COM 0.0%
Value ($000) $215 Shares 6,354 Est. Cost $35.67 Unrealized 0.0%
UMPQUA HLDGS CORP COM 0.0%
Value ($000) $214 Shares 11,366 Est. Cost $18.47 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $213 Shares 1,302 Est. Cost $164.88 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $212 Shares 1,526 Est. Cost $79.52 Unrealized +68.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $212 Shares 5,846 Est. Cost $44.87 Unrealized -10.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $212 Shares 1,361 Est. Cost $109.11 Unrealized +31.4%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $210 Shares 4,212 Est. Cost $49.86 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $209 Shares 1,630 Est. Cost $122.70 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $208 Shares 839 Est. Cost $274.23 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $206 Shares 5,041 Est. Cost $63.19 Unrealized -28.1%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $205 Shares 2,960 Est. Cost $51.88 Unrealized +24.4%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $205 Shares 3,431 Est. Cost $81.21 Unrealized -19.7%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $205 Shares 1,033 Est. Cost $190.94 Unrealized -3.7%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $205 Shares 4,174 Est. Cost $53.32 Unrealized -0.9%
MMM 3M CO COM 0.0%
Value ($000) $204 Shares 1,371 Est. Cost $133.17 Unrealized -13.9%
BLACK KNIGHT INC COM 0.0%
Value ($000) $203 Shares 3,503 Est. Cost $78.12 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $201 Shares 2,379 Est. Cost $83.37 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $200 Shares 828 Est. Cost $185.25 Unrealized +10.6%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $181 Shares 20,918 Est. Cost $9.61 Unrealized 0.0%
EWZS ISHARES MSCI BRAZIL SMALL-CAP ETF 0.0%
Value ($000) $170 Shares 10,000 Est. Cost $13.70 Unrealized
HYPR HYPERFINE INC COM CL A 0.0%
Value ($000) $169 Shares 47,753 Est. Cost $4.13 Unrealized 0.0%
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $91 Shares 12,803 Est. Cost $8.75 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $75 Shares 16,799 Est. Cost $4.90 Unrealized
QSI QUANTUM SI INC COM CL A 0.0%
Value ($000) $64 Shares 13,671 Est. Cost $9.85 Unrealized -50.5%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $34 Shares 10,537 Est. Cost $3.23 Unrealized
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $20 Shares 12,650 Est. Cost $2.37 Unrealized
INUVO INC COM NEW 0.0%
Value ($000) $14 Shares 28,773 Est. Cost $0.76 Unrealized