Consolidated Planning Corp Diversified Active

CIK: 0001805250 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 31, 2024

Total Value ($000): $672,381 (100.0% shares, 0.0% debt)

Holdings (197)

TCAF T ROWE PRICE ETF INC 5.2%
Value ($000) $34,687 Shares 1,043,229 Est. Cost $30.23 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 4.8%
Value ($000) $31,947 Shares 1,184,554 Est. Cost $19.93 Unrealized
GOVZ ISHARES TR 4.3%
Value ($000) $28,976 Shares 2,453,471 Est. Cost $10.83 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 3.8%
Value ($000) $25,693 Shares 420,226 Est. Cost $58.77 Unrealized
DIVO AMPLIFY ETF TR 3.8%
Value ($000) $25,686 Shares 623,601 Est. Cost $32.83 Unrealized
MGMT UNIFIED SER TR 3.1%
Value ($000) $20,846 Shares 541,279 Est. Cost $35.25 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $17,234 Shares 73,964 Est. Cost $132.61 Unrealized +67.4%
MSFT MICROSOFT CORP 2.3%
Value ($000) $15,483 Shares 35,982 Est. Cost $275.13 Unrealized +53.8%
FNDX SCHWAB STRATEGIC TR 2.1%
Value ($000) $14,304 Shares 199,334 Est. Cost $45.78 Unrealized
MTUM ISHARES TR 2.1%
Value ($000) $13,859 Shares 68,354 Est. Cost $144.57 Unrealized
CAT CATERPILLAR INC 2.0%
Value ($000) $13,559 Shares 34,667 Est. Cost $230.94 Unrealized +46.7%
AVGO BROADCOM INC 2.0%
Value ($000) $13,168 Shares 76,339 Est. Cost $147.97 Unrealized +6.8%
RWJ INVESCO EXCH TRADED FD TR II 1.9%
Value ($000) $12,465 Shares 272,706 Est. Cost $60.43 Unrealized
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $12,148 Shares 57,612 Est. Cost $129.03 Unrealized +58.8%
HD HOME DEPOT INC 1.7%
Value ($000) $11,657 Shares 28,769 Est. Cost $278.23 Unrealized +26.7%
EZM WISDOMTREE TR 1.5%
Value ($000) $10,075 Shares 161,617 Est. Cost $47.69 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.4%
Value ($000) $9,431 Shares 20,974 Est. Cost $237.45 Unrealized +73.0%
AFL AFLAC INC 1.3%
Value ($000) $8,732 Shares 78,108 Est. Cost $82.25 Unrealized +20.1%
WMT WALMART INC 1.2%
Value ($000) $8,361 Shares 103,546 Est. Cost $53.06 Unrealized +36.6%
ETN EATON CORP PLC 1.2%
Value ($000) $7,931 Shares 23,929 Est. Cost $142.81 Unrealized +110.9%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $7,868 Shares 64,793 Est. Cost $92.30 Unrealized +27.9%
IJR ISHARES TR 1.1%
Value ($000) $7,474 Shares 63,905 Est. Cost $80.67 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $7,437 Shares 39,912 Est. Cost $116.74 Unrealized +56.3%
META META PLATFORMS INC 1.1%
Value ($000) $7,429 Shares 12,977 Est. Cost $304.15 Unrealized +68.4%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $7,324 Shares 13,880 Est. Cost $429.82 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $6,638 Shares 7,488 Est. Cost $635.51 Unrealized +35.6%
SPHQ INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $6,615 Shares 98,328 Est. Cost $46.69 Unrealized
NVO NOVO-NORDISK A S 1.0%
Value ($000) $6,565 Shares 55,134 Est. Cost $103.15 Unrealized
T AT&T INC 1.0%
Value ($000) $6,560 Shares 298,162 Est. Cost $15.70 Unrealized +19.6%
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $6,507 Shares 294,584 Est. Cost $17.77 Unrealized +11.8%
MPC MARATHON PETE CORP 1.0%
Value ($000) $6,480 Shares 39,778 Est. Cost $92.42 Unrealized +77.4%
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value ($000) $6,373 Shares 32,179 Est. Cost $156.02 Unrealized
GD GENERAL DYNAMICS CORP 0.9%
Value ($000) $6,227 Shares 20,606 Est. Cost $284.07 Unrealized +0.9%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $6,179 Shares 79,620 Est. Cost $59.09 Unrealized +16.7%
DFUS DIMENSIONAL ETF TRUST 0.9%
Value ($000) $6,155 Shares 98,953 Est. Cost $41.61 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $6,149 Shares 24,946 Est. Cost $210.89 Unrealized +11.3%
WELL WELLTOWER INC 0.9%
Value ($000) $5,858 Shares 45,757 Est. Cost $95.99 Unrealized +18.6%
FDX FEDEX CORP 0.9%
Value ($000) $5,721 Shares 20,906 Est. Cost $225.54 Unrealized +24.7%
SYF SYNCHRONY FINANCIAL 0.8%
Value ($000) $5,623 Shares 112,738 Est. Cost $42.27 Unrealized +11.7%
MRK MERCK & CO INC 0.8%
Value ($000) $5,492 Shares 48,365 Est. Cost $96.98 Unrealized +16.5%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,432 Shares 11,130 Est. Cost $320.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,404 Shares 11,741 Est. Cost $342.65 Unrealized +29.0%
GSLC GOLDMAN SACHS ETF TR 0.8%
Value ($000) $5,377 Shares 47,612 Est. Cost $74.94 Unrealized
JAAA JANUS DETROIT STR TR 0.8%
Value ($000) $5,347 Shares 105,082 Est. Cost $49.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $5,338 Shares 24,147 Est. Cost $188.97 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $5,116 Shares 13,161 Est. Cost $188.10 Unrealized +82.4%
IWF ISHARES TR 0.7%
Value ($000) $4,988 Shares 13,287 Est. Cost $184.16 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $4,912 Shares 29,617 Est. Cost $119.13 Unrealized +40.0%
HPQ HP INC 0.7%
Value ($000) $4,910 Shares 136,889 Est. Cost $33.25 Unrealized 0.0%
NFLX NETFLIX INC 0.7%
Value ($000) $4,788 Shares 6,750 Est. Cost $56.88 Unrealized +17.6%
WMB WILLIAMS COS INC 0.7%
Value ($000) $4,731 Shares 103,644 Est. Cost $38.03 Unrealized +9.8%
AZN ASTRAZENECA PLC 0.7%
Value ($000) $4,689 Shares 60,188 Est. Cost $77.91 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $4,655 Shares 5,254 Est. Cost $751.07 Unrealized +18.5%
V VISA INC 0.6%
Value ($000) $4,252 Shares 15,465 Est. Cost $243.14 Unrealized +10.1%
FISV FISERV INC 0.6%
Value ($000) $4,037 Shares 22,473 Est. Cost $130.87 Unrealized +26.0%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $4,002 Shares 47,755 Est. Cost $73.60 Unrealized +7.1%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $3,979 Shares 8,099 Est. Cost $408.23 Unrealized +14.0%
XMHQ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $3,867 Shares 37,694 Est. Cost $102.58 Unrealized
HTAB HARTFORD FDS EXCHANGE TRADED 0.6%
Value ($000) $3,840 Shares 193,848 Est. Cost $19.81 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $3,821 Shares 7,396 Est. Cost $378.10 Unrealized +29.6%
STE STERIS PLC 0.6%
Value ($000) $3,818 Shares 15,743 Est. Cost $194.66 Unrealized +18.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $3,776 Shares 23,503 Est. Cost $113.34 Unrealized +33.8%
TJX TJX COS INC NEW 0.6%
Value ($000) $3,753 Shares 31,928 Est. Cost $71.90 Unrealized +56.8%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,612 Shares 6,296 Est. Cost $477.61 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $3,292 Shares 13,718 Est. Cost $186.69 Unrealized +30.7%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $3,260 Shares 12,846 Est. Cost $214.15 Unrealized 0.0%
LIN LINDE PLC 0.5%
Value ($000) $3,224 Shares 6,761 Est. Cost $447.95 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $3,174 Shares 15,802 Est. Cost $168.54 Unrealized
ITOT ISHARES TR 0.5%
Value ($000) $3,128 Shares 24,899 Est. Cost $68.06 Unrealized
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $2,888 Shares 16,752 Est. Cost $156.57 Unrealized +18.2%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,423 Shares 28,668 Est. Cost $72.66 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,216 Shares 30,843 Est. Cost $53.69 Unrealized +22.3%
SUSA ISHARES TR 0.3%
Value ($000) $2,144 Shares 17,816 Est. Cost $101.22 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,987 Shares 33,388 Est. Cost $56.04 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,935 Shares 21,194 Est. Cost $78.03 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $1,866 Shares 2,409 Est. Cost $606.67 Unrealized +27.8%
SO SOUTHERN CO 0.3%
Value ($000) $1,773 Shares 19,664 Est. Cost $52.91 Unrealized +54.3%
ERIE ERIE INDTY CO 0.2%
Value ($000) $1,623 Shares 3,006 Est. Cost $406.82 Unrealized +9.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,540 Shares 28,041 Est. Cost $51.68 Unrealized
EVR EVERCORE INC 0.2%
Value ($000) $1,453 Shares 5,737 Est. Cost $212.55 Unrealized +10.1%
QUAL ISHARES TR 0.2%
Value ($000) $1,274 Shares 7,103 Est. Cost $113.79 Unrealized
FIX COMFORT SYS USA INC 0.2%
Value ($000) $1,253 Shares 3,210 Est. Cost $294.39 Unrealized +11.4%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,222 Shares 24,133 Est. Cost $39.74 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,166 Shares 8,347 Est. Cost $146.71 Unrealized -9.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,162 Shares 1,988 Est. Cost $452.38 Unrealized +21.2%
SOUTHSTATE CORPORATION 0.2%
Value ($000) $1,139 Shares 11,719 Est. Cost $97.18 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,105 Shares 21,651 Est. Cost $50.46 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,051 Shares 18,023 Est. Cost $41.43 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $1,008 Shares 8,234 Est. Cost $79.69 Unrealized +43.7%
IJH ISHARES TR 0.1%
Value ($000) $1,006 Shares 16,142 Est. Cost $100.82 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $988 Shares 6,096 Est. Cost $148.73 Unrealized +2.6%
HUBB HUBBELL INC 0.1%
Value ($000) $958 Shares 2,237 Est. Cost $208.87 Unrealized +80.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $951 Shares 5,591 Est. Cost $171.16 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $913 Shares 1,471 Est. Cost $632.98 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $885 Shares 11,333 Est. Cost $69.95 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $877 Shares 23,470 Est. Cost $32.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $856 Shares 19,065 Est. Cost $37.83 Unrealized +1.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $849 Shares 2,787 Est. Cost $223.03 Unrealized +19.6%
DON WISDOMTREE TR 0.1%
Value ($000) $831 Shares 16,260 Est. Cost $42.05 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $816 Shares 12,529 Est. Cost $64.05 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $811 Shares 2,515 Est. Cost $304.11 Unrealized +3.0%
LII LENNOX INTL INC 0.1%
Value ($000) $789 Shares 1,305 Est. Cost $476.77 Unrealized +18.1%
PSX PHILLIPS 66 0.1%
Value ($000) $740 Shares 5,626 Est. Cost $123.03 Unrealized +4.4%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $737 Shares 3,384 Est. Cost $212.60 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $723 Shares 41,674 Est. Cost $14.75 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $723 Shares 3,527 Est. Cost $194.33 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $710 Shares 2,713 Est. Cost $212.89 Unrealized +7.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $704 Shares 6,374 Est. Cost $96.00 Unrealized +6.6%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $700 Shares 7,969 Est. Cost $81.43 Unrealized
WLY WILEY JOHN & SONS INC 0.1%
Value ($000) $682 Shares 14,141 Est. Cost $43.52 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $679 Shares 5,026 Est. Cost $144.40 Unrealized -3.5%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $662 Shares 28,453 Est. Cost $19.11 Unrealized +14.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $636 Shares 2,763 Est. Cost $198.75 Unrealized +10.8%
XYLD GLOBAL X FDS 0.1%
Value ($000) $634 Shares 15,268 Est. Cost $41.05 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $630 Shares 8,300 Est. Cost $63.26 Unrealized 0.0%
THO THOR INDS INC 0.1%
Value ($000) $620 Shares 5,644 Est. Cost $98.34 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $607 Shares 3,919 Est. Cost $133.07 Unrealized +5.7%
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $603 Shares 4,191 Est. Cost $142.09 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $598 Shares 2,268 Est. Cost $231.65 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $594 Shares 3,493 Est. Cost $169.92 Unrealized -4.1%
LAD LITHIA MTRS INC 0.1%
Value ($000) $590 Shares 1,857 Est. Cost $278.77 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $586 Shares 2,069 Est. Cost $168.86 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $581 Shares 3,357 Est. Cost $140.90 Unrealized +16.6%
IVV ISHARES TR 0.1%
Value ($000) $575 Shares 996 Est. Cost $408.96 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $566 Shares 1,144 Est. Cost $528.27 Unrealized +4.8%
ORCL ORACLE CORP 0.1%
Value ($000) $559 Shares 3,278 Est. Cost $106.53 Unrealized +34.3%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $516 Shares 3,192 Est. Cost $137.03 Unrealized +7.2%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $497 Shares 4,815 Est. Cost $71.79 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $470 Shares 1,592 Est. Cost $274.87 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $467 Shares 5,358 Est. Cost $70.01 Unrealized +8.5%
CBT CABOT CORP 0.1%
Value ($000) $458 Shares 4,097 Est. Cost $96.68 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $451 Shares 1,664 Est. Cost $197.77 Unrealized +19.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $444 Shares 853 Est. Cost $520.75 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $427 Shares 4,135 Est. Cost $83.90 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $426 Shares 2,379 Est. Cost $164.28 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $412 Shares 2,088 Est. Cost $138.81 Unrealized +28.7%
TLT ISHARES TR 0.1%
Value ($000) $401 Shares 4,088 Est. Cost $98.81 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $396 Shares 4,444 Est. Cost $76.36 Unrealized 0.0%
NOBL PROSHARES TR 0.1%
Value ($000) $392 Shares 3,672 Est. Cost $85.24 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $389 Shares 1,433 Est. Cost $157.43 Unrealized +55.7%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $385 Shares 2,592 Est. Cost $137.70 Unrealized -1.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $380 Shares 6,972 Est. Cost $52.32 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $376 Shares 1,819 Est. Cost $167.97 Unrealized +14.9%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $373 Shares 3,585 Est. Cost $65.38 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $372 Shares 6,989 Est. Cost $45.27 Unrealized +3.3%
RTX RTX CORPORATION 0.1%
Value ($000) $367 Shares 3,027 Est. Cost $80.99 Unrealized +37.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $365 Shares 1,393 Est. Cost $224.86 Unrealized +5.5%
EFA ISHARES TR 0.1%
Value ($000) $354 Shares 4,233 Est. Cost $73.51 Unrealized
DCI DONALDSON INC 0.1%
Value ($000) $351 Shares 4,759 Est. Cost $70.60 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $348 Shares 4,118 Est. Cost $69.74 Unrealized +7.3%
IEMG ISHARES INC 0.1%
Value ($000) $348 Shares 6,060 Est. Cost $50.59 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $343 Shares 971 Est. Cost $284.19 Unrealized +13.6%
DGRO ISHARES TR 0.1%
Value ($000) $341 Shares 5,436 Est. Cost $59.38 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $340 Shares 582 Est. Cost $376.95 Unrealized +37.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $330 Shares 2,458 Est. Cost $101.03 Unrealized +20.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $327 Shares 1,089 Est. Cost $304.99 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $317 Shares 749 Est. Cost $343.84 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $312 Shares 7,866 Est. Cost $28.29 Unrealized +37.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $312 Shares 813 Est. Cost $286.79 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $307 Shares 1,493 Est. Cost $190.88 Unrealized 0.0%
MTRN MATERION CORP 0.0%
Value ($000) $301 Shares 2,691 Est. Cost $111.21 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $293 Shares 6,167 Est. Cost $47.53 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $290 Shares 1,054 Est. Cost $195.11 Unrealized +29.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $285 Shares 1,197 Est. Cost $193.22 Unrealized +16.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $280 Shares 4,127 Est. Cost $62.06 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $280 Shares 6,700 Est. Cost $38.49 Unrealized -1.9%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $277 Shares 4,686 Est. Cost $53.27 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $271 Shares 1,167 Est. Cost $176.64 Unrealized +19.3%
DE DEERE & CO 0.0%
Value ($000) $265 Shares 636 Est. Cost $367.88 Unrealized +0.4%
CSX CSX CORP 0.0%
Value ($000) $264 Shares 7,656 Est. Cost $30.43 Unrealized +9.1%
IJJ ISHARES TR 0.0%
Value ($000) $258 Shares 2,090 Est. Cost $100.80 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $258 Shares 1,848 Est. Cost $96.55 Unrealized +34.0%
ABT ABBOTT LABS 0.0%
Value ($000) $255 Shares 2,235 Est. Cost $103.95 Unrealized +3.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $252 Shares 2,185 Est. Cost $85.15 Unrealized +24.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $251 Shares 4,449 Est. Cost $42.60 Unrealized +28.7%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $247 Shares 766 Est. Cost $180.73 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $246 Shares 7,051 Est. Cost $33.75 Unrealized
OSEA HARBOR ETF TRUST 0.0%
Value ($000) $246 Shares 8,503 Est. Cost $28.93 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $240 Shares 987 Est. Cost $243.06 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $233 Shares 1,057 Est. Cost $200.71 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $232 Shares 1,222 Est. Cost $172.85 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $231 Shares 1,115 Est. Cost $191.03 Unrealized +6.9%
DDS DILLARDS INC 0.0%
Value ($000) $228 Shares 595 Est. Cost $318.97 Unrealized +8.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $225 Shares 1,651 Est. Cost $153.44 Unrealized -21.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $223 Shares 6,589 Est. Cost $29.43 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $222 Shares 590 Est. Cost $371.29 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $221 Shares 10,778 Est. Cost $26.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $212 Shares 2,881 Est. Cost $67.18 Unrealized 0.0%
CR CRANE COMPANY 0.0%
Value ($000) $211 Shares 1,331 Est. Cost $149.52 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $208 Shares 1,493 Est. Cost $139.49 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $207 Shares 938 Est. Cost $196.43 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $207 Shares 1,641 Est. Cost $124.43 Unrealized -4.5%
TGT TARGET CORP 0.0%
Value ($000) $207 Shares 1,326 Est. Cost $141.02 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $206 Shares 754 Est. Cost $253.82 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $204 Shares 6,295 Est. Cost $31.43 Unrealized +8.1%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $67 Shares 10,546 Est. Cost $4.75 Unrealized
ATOM ATOMERA INC 0.0%
Value ($000) $40 Shares 15,271 Est. Cost $3.12 Unrealized 0.0%