Avidian Wealth Solutions, LLC Diversified Active

CIK: 0001471474 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 10, 2020

Total Value ($000): $741,295 (100.0% shares, 0.0% debt)

Holdings (263)

IVV ISHARES TR 12.1%
Value ($000) $89,756 Shares 289,826 Est. Cost $307.48 Unrealized
TBLL INVESCO EXCHANGE-TRADED FD T 7.4%
Value ($000) $54,899 Shares 518,895 Est. Cost $106.19 Unrealized
QUAL ISHARES TR 5.3%
Value ($000) $39,304 Shares 409,757 Est. Cost $90.50 Unrealized
IEFA ISHARES TR 5.3%
Value ($000) $39,015 Shares 682,565 Est. Cost $60.59 Unrealized
AGG ISHARES TR 5.0%
Value ($000) $37,029 Shares 313,249 Est. Cost $113.15 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $27,476 Shares 75,317 Est. Cost $64.86 Unrealized +15.8%
MBB ISHARES TR 3.0%
Value ($000) $22,589 Shares 204,056 Est. Cost $110.38 Unrealized
IWF ISHARES TR 2.9%
Value ($000) $21,282 Shares 110,875 Est. Cost $136.13 Unrealized
VTIP VANGUARD MALVERN FDS 2.2%
Value ($000) $16,345 Shares 325,783 Est. Cost $49.06 Unrealized
IEMG ISHARES INC 2.1%
Value ($000) $15,815 Shares 332,258 Est. Cost $48.92 Unrealized
XLV SELECT SECTOR SPDR TR 1.9%
Value ($000) $14,308 Shares 142,981 Est. Cost $90.42 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $11,791 Shares 4,274 Est. Cost $85.39 Unrealized +41.4%
IJH ISHARES TR 1.5%
Value ($000) $11,098 Shares 62,410 Est. Cost $178.74 Unrealized
IJR ISHARES TR 1.5%
Value ($000) $11,011 Shares 161,236 Est. Cost $68.29 Unrealized
IEUR ISHARES TR 1.4%
Value ($000) $10,607 Shares 248,067 Est. Cost $42.23 Unrealized
VTEB VANGUARD MUN BD FDS 1.4%
Value ($000) $10,117 Shares 186,874 Est. Cost $52.79 Unrealized
SPTL SPDR SER TR 1.2%
Value ($000) $9,083 Shares 193,629 Est. Cost $46.93 Unrealized
DRIL QUIP INC 1.2%
Value ($000) $8,965 Shares 300,950 Est. Cost $30.50 Unrealized
J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $8,837 Shares 385,384 Est. Cost $22.80 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $8,572 Shares 90,094 Est. Cost $88.13 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $7,805 Shares 237,093 Est. Cost $42.52 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $7,552 Shares 37,107 Est. Cost $122.28 Unrealized +41.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,228 Shares 161,636 Est. Cost $51.92 Unrealized -32.9%
SUB ISHARES TR 0.9%
Value ($000) $6,357 Shares 58,936 Est. Cost $106.37 Unrealized
HYMB SPDR SER TR 0.8%
Value ($000) $6,297 Shares 111,735 Est. Cost $57.95 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $6,172 Shares 61,978 Est. Cost $99.58 Unrealized
IWR ISHARES TR 0.8%
Value ($000) $6,039 Shares 112,673 Est. Cost $48.83 Unrealized
SCHR SCHWAB STRATEGIC TR 0.8%
Value ($000) $6,000 Shares 102,069 Est. Cost $58.63 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $5,949 Shares 19,293 Est. Cost $239.05 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.8%
Value ($000) $5,829 Shares 192,260 Est. Cost $33.03 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $5,519 Shares 53,902 Est. Cost $99.76 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $5,479 Shares 297,462 Est. Cost $18.42 Unrealized
SCHO SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,419 Shares 104,965 Est. Cost $51.61 Unrealized
MOAT VANECK VECTORS ETF TR 0.7%
Value ($000) $5,263 Shares 100,759 Est. Cost $52.23 Unrealized
USIG ISHARES TR 0.7%
Value ($000) $5,261 Shares 87,067 Est. Cost $59.45 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $5,034 Shares 35,162 Est. Cost $142.46 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $4,870 Shares 17,182 Est. Cost $272.48 Unrealized
RTH VANECK VECTORS ETF TR 0.6%
Value ($000) $4,444 Shares 33,532 Est. Cost $105.29 Unrealized
ITM VANECK VECTORS ETF TR 0.5%
Value ($000) $3,477 Shares 68,247 Est. Cost $50.59 Unrealized
GOVT ISHARES TR 0.5%
Value ($000) $3,386 Shares 120,973 Est. Cost $27.05 Unrealized
VERITEX HLDGS INC 0.4%
Value ($000) $3,225 Shares 182,188 Est. Cost $28.90 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $3,127 Shares 83,157 Est. Cost $38.86 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $2,910 Shares 48,635 Est. Cost $44.98 Unrealized +18.3%
LQD ISHARES TR 0.4%
Value ($000) $2,902 Shares 21,578 Est. Cost $134.49 Unrealized
BA BOEING CO 0.4%
Value ($000) $2,858 Shares 15,591 Est. Cost $272.84 Unrealized -43.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,762 Shares 30,950 Est. Cost $81.57 Unrealized -14.4%
ABT ABBOTT LABS 0.4%
Value ($000) $2,690 Shares 29,424 Est. Cost $69.46 Unrealized +18.0%
DOL WISDOMTREE TR 0.4%
Value ($000) $2,675 Shares 65,540 Est. Cost $46.00 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $2,563 Shares 15,313 Est. Cost $139.20 Unrealized
MLN VANECK VECTORS ETF TR 0.3%
Value ($000) $2,553 Shares 120,717 Est. Cost $21.01 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,531 Shares 10,105 Est. Cost $187.68 Unrealized +6.4%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,436 Shares 40,595 Est. Cost $59.00 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $2,403 Shares 18,167 Est. Cost $104.57 Unrealized +5.9%
CBTX INC 0.3%
Value ($000) $2,397 Shares 114,161 Est. Cost $31.12 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,321 Shares 19,411 Est. Cost $95.99 Unrealized +5.8%
AIA ISHARES TR 0.3%
Value ($000) $2,305 Shares 35,517 Est. Cost $64.90 Unrealized
SHYG ISHARES TR 0.3%
Value ($000) $2,223 Shares 51,832 Est. Cost $45.45 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,155 Shares 21,947 Est. Cost $62.44 Unrealized +12.9%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,985 Shares 19,550 Est. Cost $90.12 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,895 Shares 11,984 Est. Cost $158.13 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,853 Shares 1,307 Est. Cost $63.54 Unrealized +5.3%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,831 Shares 13,019 Est. Cost $113.95 Unrealized +9.0%
TH TARGET HOSPITALITY CORP 0.2%
Value ($000) $1,803 Shares 1,066,612 Est. Cost $5.52 Unrealized -64.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,779 Shares 14,008 Est. Cost $99.35 Unrealized +0.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,769 Shares 4,848 Est. Cost $332.68 Unrealized -2.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,697 Shares 18,510 Est. Cost $82.50 Unrealized -0.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,689 Shares 17,960 Est. Cost $89.90 Unrealized -9.1%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,678 Shares 13,263 Est. Cost $113.26 Unrealized -6.2%
META FACEBOOK INC 0.2%
Value ($000) $1,656 Shares 7,292 Est. Cost $181.08 Unrealized +14.5%
GOOG ALPHABET INC 0.2%
Value ($000) $1,603 Shares 1,134 Est. Cost $62.86 Unrealized +6.6%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,578 Shares 29,197 Est. Cost $46.63 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,527 Shares 1,414 Est. Cost $30.17 Unrealized +79.3%
IGSB ISHARES TR 0.2%
Value ($000) $1,524 Shares 27,851 Est. Cost $54.72 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,518 Shares 20,723 Est. Cost $58.68 Unrealized +6.3%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,493 Shares 10,324 Est. Cost $134.83 Unrealized -12.6%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,473 Shares 14,477 Est. Cost $98.54 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,331 Shares 28,533 Est. Cost $39.10 Unrealized -5.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,308 Shares 8,359 Est. Cost $141.96 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,295 Shares 10,142 Est. Cost $127.69 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $1,261 Shares 18,022 Est. Cost $64.13 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,209 Shares 21,936 Est. Cost $41.00 Unrealized -0.6%
FALN ISHARES TR 0.2%
Value ($000) $1,197 Shares 45,653 Est. Cost $26.22 Unrealized
T AT&T INC 0.2%
Value ($000) $1,165 Shares 38,536 Est. Cost $16.92 Unrealized -8.4%
MUB ISHARES TR 0.2%
Value ($000) $1,153 Shares 9,989 Est. Cost $113.76 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,087 Shares 6,092 Est. Cost $193.05 Unrealized -5.4%
DE DEERE & CO 0.1%
Value ($000) $1,080 Shares 6,873 Est. Cost $145.04 Unrealized -7.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,069 Shares 46,217 Est. Cost $24.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,054 Shares 8,729 Est. Cost $96.81 Unrealized -5.6%
EFG ISHARES TR 0.1%
Value ($000) $1,015 Shares 12,217 Est. Cost $83.08 Unrealized
SPMB SPDR SER TR 0.1%
Value ($000) $1,000 Shares 37,312 Est. Cost $26.80 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $993 Shares 6,672 Est. Cost $132.83 Unrealized -4.4%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $982 Shares 111,142 Est. Cost $17.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $928 Shares 2,561 Est. Cost $265.28 Unrealized +24.5%
ACWI ISHARES TR 0.1%
Value ($000) $918 Shares 12,451 Est. Cost $67.02 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $917 Shares 3,558 Est. Cost $270.05 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $909 Shares 21,641 Est. Cost $45.84 Unrealized -28.2%
WMT WALMART INC 0.1%
Value ($000) $901 Shares 7,523 Est. Cost $35.59 Unrealized +7.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $896 Shares 4,860 Est. Cost $153.40 Unrealized +5.0%
PFE PFIZER INC 0.1%
Value ($000) $865 Shares 26,447 Est. Cost $26.97 Unrealized -3.6%
V VISA INC 0.1%
Value ($000) $863 Shares 4,467 Est. Cost $139.39 Unrealized +25.9%
MRK MERCK & CO. INC 0.1%
Value ($000) $812 Shares 10,502 Est. Cost $62.24 Unrealized +1.0%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $801 Shares 14,142 Est. Cost $45.26 Unrealized -3.9%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $790 Shares 10,155 Est. Cost $81.41 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $765 Shares 17,132 Est. Cost $39.80 Unrealized -2.7%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $750 Shares 22,934 Est. Cost $53.03 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $724 Shares 22,575 Est. Cost $32.07 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $714 Shares 27,905 Est. Cost $34.97 Unrealized -31.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $711 Shares 39,153 Est. Cost $18.70 Unrealized
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $698 Shares 27,473 Est. Cost $36.78 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $691 Shares 45,575 Est. Cost $12.60 Unrealized -13.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $685 Shares 37,222 Est. Cost $29.93 Unrealized -48.3%
VLUE ISHARES TR 0.1%
Value ($000) $680 Shares 9,407 Est. Cost $72.29 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $680 Shares 9,455 Est. Cost $60.37 Unrealized -6.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $665 Shares 701 Est. Cost $34.11 Unrealized +103.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $663 Shares 11,271 Est. Cost $40.14 Unrealized +19.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $655 Shares 8,417 Est. Cost $67.93 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $644 Shares 3,188 Est. Cost $169.40 Unrealized
PLXS PLEXUS CORP 0.1%
Value ($000) $628 Shares 8,905 Est. Cost $67.47 Unrealized -8.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $627 Shares 2,611 Est. Cost $46.75 Unrealized +11.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $607 Shares 5,808 Est. Cost $55.63 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $604 Shares 12,086 Est. Cost $49.47 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $592 Shares 10,934 Est. Cost $49.71 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $588 Shares 3,512 Est. Cost $108.34 Unrealized +15.4%
USHY ISHARES TR 0.1%
Value ($000) $588 Shares 15,378 Est. Cost $38.24 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $588 Shares 4,902 Est. Cost $66.54 Unrealized +47.6%
AVGO BROADCOM INC 0.1%
Value ($000) $586 Shares 1,857 Est. Cost $24.99 Unrealized -1.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $573 Shares 7,781 Est. Cost $75.59 Unrealized -12.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $570 Shares 10,735 Est. Cost $17.88 Unrealized -2.4%
LOW LOWES COS INC 0.1%
Value ($000) $562 Shares 4,159 Est. Cost $98.27 Unrealized +5.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $556 Shares 5,955 Est. Cost $74.19 Unrealized +2.8%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $553 Shares 9,432 Est. Cost $54.48 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $546 Shares 3,862 Est. Cost $100.04 Unrealized +12.7%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $537 Shares 37,540 Est. Cost $10.68 Unrealized
TDTF FLEXSHARES TR 0.1%
Value ($000) $535 Shares 20,000 Est. Cost $25.82 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $519 Shares 4,684 Est. Cost $110.85 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $519 Shares 1,712 Est. Cost $162.34 Unrealized +72.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $514 Shares 9,103 Est. Cost $54.04 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $496 Shares 3,021 Est. Cost $110.10 Unrealized +30.7%
CI CIGNA CORP NEW 0.1%
Value ($000) $483 Shares 2,574 Est. Cost $173.56 Unrealized 0.0%
FLOT ISHARES TR 0.1%
Value ($000) $480 Shares 9,483 Est. Cost $50.93 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $470 Shares 9,531 Est. Cost $67.03 Unrealized
KELLOGG CO 0.1%
Value ($000) $466 Shares 7,049 Est. Cost $43.74 Unrealized +13.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $459 Shares 21,700 Est. Cost $239.05 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $457 Shares 2,121 Est. Cost $206.69 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $452 Shares 8,840 Est. Cost $44.45 Unrealized +0.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $444 Shares 11,322 Est. Cost $29.95 Unrealized -16.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $441 Shares 5,727 Est. Cost $53.08 Unrealized +15.8%
SNY SANOFI 0.1%
Value ($000) $431 Shares 8,448 Est. Cost $45.01 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $430 Shares 3,319 Est. Cost $104.65 Unrealized +12.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $411 Shares 3,688 Est. Cost $123.17 Unrealized -12.4%
NVS NOVARTIS AG 0.1%
Value ($000) $410 Shares 4,691 Est. Cost $93.61 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $407 Shares 5,653 Est. Cost $64.24 Unrealized -2.5%
WILLSCOT CORP 0.1%
Value ($000) $404 Shares 32,868 Est. Cost $11.87 Unrealized
BAB INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $404 Shares 12,285 Est. Cost $32.89 Unrealized
HPQ HP INC 0.1%
Value ($000) $404 Shares 23,152 Est. Cost $15.61 Unrealized -16.2%
JYNT JOINT CORP 0.1%
Value ($000) $394 Shares 25,811 Est. Cost $13.79 Unrealized -5.0%
XSOE WISDOMTREE TR 0.1%
Value ($000) $392 Shares 13,094 Est. Cost $29.94 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $387 Shares 1,645 Est. Cost $235.26 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $385 Shares 1,453 Est. Cost $264.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $384 Shares 3,410 Est. Cost $126.49 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $383 Shares 29,520 Est. Cost $30.89 Unrealized -68.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $382 Shares 10,082 Est. Cost $37.89 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $378 Shares 9,469 Est. Cost $34.00 Unrealized -6.2%
BLACKROCK INC 0.0%
Value ($000) $370 Shares 679 Est. Cost $507.31 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $360 Shares 5,922 Est. Cost $64.65 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $360 Shares 4,900 Est. Cost $73.30 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $359 Shares 6,882 Est. Cost $39.00 Unrealized +13.8%
USMV ISHARES TR 0.0%
Value ($000) $358 Shares 5,899 Est. Cost $64.37 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $357 Shares 50,111 Est. Cost $9.96 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $356 Shares 1,473 Est. Cost $194.68 Unrealized +2.0%
ADBE ADOBE INC 0.0%
Value ($000) $355 Shares 815 Est. Cost $297.90 Unrealized +24.4%
DOW DOW INC 0.0%
Value ($000) $348 Shares 8,530 Est. Cost $30.58 Unrealized -12.2%
ELV ANTHEM INC 0.0%
Value ($000) $342 Shares 1,302 Est. Cost $251.41 Unrealized -1.7%
OUNZ VANECK MERK GOLD TRUST 0.0%
Value ($000) $342 Shares 19,684 Est. Cost $17.37 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $342 Shares 5,551 Est. Cost $54.61 Unrealized 0.0%
UNILEVER N V 0.0%
Value ($000) $335 Shares 6,294 Est. Cost $58.33 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $333 Shares 731 Est. Cost $35.48 Unrealized +20.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $330 Shares 1,379 Est. Cost $220.31 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $326 Shares 1,384 Est. Cost $183.23 Unrealized +4.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $326 Shares 3,081 Est. Cost $81.93 Unrealized +12.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $324 Shares 1,052 Est. Cost $314.74 Unrealized -5.2%
LANDMARK INFRASTRUCTURE LP 0.0%
Value ($000) $321 Shares 32,460 Est. Cost $17.95 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $321 Shares 978 Est. Cost $273.94 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $321 Shares 2,630 Est. Cost $122.05 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $320 Shares 4,228 Est. Cost $69.09 Unrealized -14.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $315 Shares 1,066 Est. Cost $268.44 Unrealized +1.8%
USB US BANCORP DEL 0.0%
Value ($000) $312 Shares 8,475 Est. Cost $27.85 Unrealized 0.0%
FAB FIRST TR MULTI CP VAL ALPHA 0.0%
Value ($000) $310 Shares 6,746 Est. Cost $35.72 Unrealized
STE STERIS PLC 0.0%
Value ($000) $308 Shares 2,010 Est. Cost $144.84 Unrealized 0.0%
IGIB ISHARES TR 0.0%
Value ($000) $308 Shares 5,104 Est. Cost $56.06 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $307 Shares 7,915 Est. Cost $40.50 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $306 Shares 1,115 Est. Cost $242.42 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $305 Shares 6,317 Est. Cost $41.73 Unrealized -15.6%
VIACOMCBS INC 0.0%
Value ($000) $305 Shares 13,064 Est. Cost $23.35 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $298 Shares 7,635 Est. Cost $36.60 Unrealized -10.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $296 Shares 7,895 Est. Cost $39.11 Unrealized -29.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $296 Shares 5,260 Est. Cost $56.27 Unrealized
MMM 3M CO 0.0%
Value ($000) $296 Shares 1,895 Est. Cost $102.42 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $293 Shares 1,683 Est. Cost $137.88 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $293 Shares 2,501 Est. Cost $104.58 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $293 Shares 5,613 Est. Cost $54.44 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $291 Shares 2,710 Est. Cost $94.98 Unrealized -2.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $286 Shares 1,331 Est. Cost $178.31 Unrealized -2.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $286 Shares 1,617 Est. Cost $99.39 Unrealized +40.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $279 Shares 1,082 Est. Cost $171.44 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $277 Shares 1,689 Est. Cost $143.85 Unrealized
NKE NIKE INC 0.0%
Value ($000) $276 Shares 2,816 Est. Cost $85.46 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $275 Shares 3,112 Est. Cost $88.37 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $275 Shares 45,175 Est. Cost $6.30 Unrealized -33.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $274 Shares 14,423 Est. Cost $13.99 Unrealized -1.4%
PHUNWARE INC 0.0%
Value ($000) $273 Shares 221,870 Est. Cost $1.44 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $272 Shares 387 Est. Cost $478.52 Unrealized +27.2%
AON AON PLC 0.0%
Value ($000) $271 Shares 1,409 Est. Cost $178.56 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $267 Shares 905 Est. Cost $261.11 Unrealized 0.0%
EUO PROSHARES TR II 0.0%
Value ($000) $267 Shares 10,000 Est. Cost $26.70 Unrealized
WEINGARTEN RLTY INVS 0.0%
Value ($000) $263 Shares 13,900 Est. Cost $14.42 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $260 Shares 2,847 Est. Cost $86.01 Unrealized
PFXF VANECK VECTORS ETF TR 0.0%
Value ($000) $255 Shares 14,017 Est. Cost $19.79 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $251 Shares 5,931 Est. Cost $45.66 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $250 Shares 16,573 Est. Cost $15.08 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $247 Shares 3,028 Est. Cost $81.57 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $246 Shares 2,804 Est. Cost $74.87 Unrealized +0.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $245 Shares 6,174 Est. Cost $39.91 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $244 Shares 35,671 Est. Cost $9.89 Unrealized
CLIR CLEARSIGN TECHNOLOGIES CORP 0.0%
Value ($000) $241 Shares 115,995 Est. Cost $1.79 Unrealized -47.0%
IYG ISHARES TR 0.0%
Value ($000) $240 Shares 2,008 Est. Cost $119.52 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $238 Shares 2,265 Est. Cost $85.95 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $237 Shares 10,147 Est. Cost $36.55 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $234 Shares 9,591 Est. Cost $25.94 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $227 Shares 3,629 Est. Cost $51.71 Unrealized +2.1%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $227 Shares 3,389 Est. Cost $24.12 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $226 Shares 6,622 Est. Cost $49.90 Unrealized -40.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $225 Shares 907 Est. Cost $248.07 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $217 Shares 1,850 Est. Cost $51.07 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $216 Shares 3,085 Est. Cost $62.01 Unrealized -11.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 2,732 Est. Cost $78.70 Unrealized
PROSHARES TR II 0.0%
Value ($000) $209 Shares 11,475 Est. Cost $18.21 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $208 Shares 4,186 Est. Cost $57.91 Unrealized
EPM EVOLUTION PETROLEUM CORP 0.0%
Value ($000) $196 Shares 69,958 Est. Cost $4.48 Unrealized -59.5%
FLR FLUOR CORP NEW 0.0%
Value ($000) $193 Shares 16,000 Est. Cost $13.32 Unrealized -21.2%
GAP GAP INC 0.0%
Value ($000) $164 Shares 13,019 Est. Cost $13.58 Unrealized -45.3%
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $123 Shares 11,878 Est. Cost $11.49 Unrealized
PROSHARES TR 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $10.40 Unrealized
ACELRX PHARMACEUTICALS INC 0.0%
Value ($000) $76 Shares 63,000 Est. Cost $2.52 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $57 Shares 31,314 Est. Cost $9.86 Unrealized -84.2%
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $49 Shares 12,888 Est. Cost $5.90 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $20 Shares 7,400 Est. Cost $248.07 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $16 Shares 1,300 Est. Cost $45.84 Unrealized -28.2%
THERAPEUTICSMD INC 0.0%
Value ($000) $14 Shares 10,873 Est. Cost $5.21 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $5 Shares 1,600 Est. Cost $30.89 Unrealized -68.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 1,400 Est. Cost $29.93 Unrealized -48.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $248.07 Unrealized
BA BOEING CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $272.84 Unrealized -43.7%
BP BP PLC 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $36.55 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $55.63 Unrealized
HOUSTON AMERN ENERGY CORP 0.0%
Value ($000) $2 Shares 13,160 Est. Cost $0.15 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 300 Est. Cost $37.89 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $51.92 Unrealized -32.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 500 Est. Cost $24.40 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 100 Est. Cost $90.42 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $44.98 Unrealized +18.3%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $81.57 Unrealized -14.4%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $30.17 Unrealized +79.3%