WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001812177 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: May 15, 2020

Total Value ($000): $138,608 (100.0% shares, 0.0% debt)

Holdings (278)

VYM Vanguard High Dividend ETF 4.6%
Value ($000) $6,387 Shares 68,161 Est. Cost $93.70 Unrealized
IWF iShares Russell 1000 Growth - ETF 4.3%
Value ($000) $5,932 Shares 33,718 Est. Cost $175.93 Unrealized
LMT Lockheed Martin 4.1%
Value ($000) $5,631 Shares 14,460 Est. Cost $324.81 Unrealized 0.0%
MRK Merck & Co 3.9%
Value ($000) $5,437 Shares 59,775 Est. Cost $67.55 Unrealized 0.0%
CSCO Cisco 3.9%
Value ($000) $5,424 Shares 113,102 Est. Cost $38.56 Unrealized 0.0%
AAPL Apple 3.8%
Value ($000) $5,239 Shares 17,840 Est. Cost $62.02 Unrealized 0.0%
D Dominion Energy 3.7%
Value ($000) $5,171 Shares 62,439 Est. Cost $62.41 Unrealized 0.0%
CCI Crown Castle 3.6%
Value ($000) $5,006 Shares 35,216 Est. Cost $104.19 Unrealized 0.0%
CVS CVS Health Corp 3.6%
Value ($000) $5,000 Shares 67,306 Est. Cost $57.78 Unrealized 0.0%
CAT Caterpillar Inc 3.5%
Value ($000) $4,871 Shares 32,981 Est. Cost $123.01 Unrealized 0.0%
ABBV Abbvie 3.5%
Value ($000) $4,794 Shares 54,149 Est. Cost $64.63 Unrealized 0.0%
WELL Welltower 3.4%
Value ($000) $4,751 Shares 58,098 Est. Cost $71.12 Unrealized 0.0%
DLR Digital Realty Trust 3.4%
Value ($000) $4,724 Shares 39,449 Est. Cost $99.45 Unrealized 0.0%
VZ Verizon 3.4%
Value ($000) $4,689 Shares 76,370 Est. Cost $42.79 Unrealized 0.0%
DUK Duke Energy Corp 3.1%
Value ($000) $4,358 Shares 47,781 Est. Cost $71.81 Unrealized 0.0%
CVX Chevron 3.1%
Value ($000) $4,228 Shares 35,085 Est. Cost $89.68 Unrealized 0.0%
Westrock 3.0%
Value ($000) $4,099 Shares 95,521 Est. Cost $42.91 Unrealized
KEY KeyCorp 2.9%
Value ($000) $4,069 Shares 201,056 Est. Cost $13.98 Unrealized 0.0%
BMO Bank of Montreal 2.7%
Value ($000) $3,807 Shares 49,119 Est. Cost $57.88 Unrealized 0.0%
MO Altria Group 2.7%
Value ($000) $3,786 Shares 75,853 Est. Cost $28.79 Unrealized 0.0%
Royal Dutch Shell 2.7%
Value ($000) $3,766 Shares 62,805 Est. Cost $59.96 Unrealized
BCE BCE Inc 2.7%
Value ($000) $3,753 Shares 80,969 Est. Cost $31.73 Unrealized 0.0%
SPG Simon Property Group 2.4%
Value ($000) $3,321 Shares 22,297 Est. Cost $106.50 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 2.3%
Value ($000) $3,221 Shares 10,787 Est. Cost $272.58 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $1,536 Shares 12,299 Est. Cost $105.24 Unrealized 0.0%
V VISA INC COM CL A 0.9%
Value ($000) $1,205 Shares 6,413 Est. Cost $172.55 Unrealized 0.0%
IBM International Business Machines 0.8%
Value ($000) $1,144 Shares 8,533 Est. Cost $99.90 Unrealized 0.0%
HPQ HP Inc. 0.8%
Value ($000) $1,123 Shares 54,643 Est. Cost $15.31 Unrealized 0.0%
MSFT Microsoft 0.8%
Value ($000) $1,073 Shares 6,805 Est. Cost $139.23 Unrealized 0.0%
AMZN Amazon 0.7%
Value ($000) $1,002 Shares 542 Est. Cost $88.51 Unrealized 0.0%
WFC Wells Fargo 0.5%
Value ($000) $735 Shares 13,664 Est. Cost $44.70 Unrealized 0.0%
META FACEBOOK INC CL A 0.5%
Value ($000) $728 Shares 3,545 Est. Cost $192.35 Unrealized 0.0%
IWD iShares Russell 1000 Value - ETF 0.5%
Value ($000) $677 Shares 4,963 Est. Cost $136.41 Unrealized
TJX TJX COS INC NEW COM 0.5%
Value ($000) $636 Shares 10,419 Est. Cost $54.60 Unrealized 0.0%
IVV iShares Core S&P 500 - ETF 0.4%
Value ($000) $528 Shares 1,634 Est. Cost $323.13 Unrealized
SGRY SURGERY PARTNERS INC COM 0.4%
Value ($000) $511 Shares 32,632 Est. Cost $11.34 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP COM 0.3%
Value ($000) $463 Shares 6,679 Est. Cost $50.37 Unrealized 0.0%
VOE Vanguard Mid-Cap Value 0.3%
Value ($000) $453 Shares 3,801 Est. Cost $119.18 Unrealized
IJH iShares S&P Mid-Cap - ETF 0.3%
Value ($000) $428 Shares 2,082 Est. Cost $205.57 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.3%
Value ($000) $389 Shares 6,273 Est. Cost $56.34 Unrealized 0.0%
BAX Baxter 0.3%
Value ($000) $380 Shares 4,547 Est. Cost $73.38 Unrealized 0.0%
IJK iShares S&P Mid-Cap 400 Growth - ETF 0.3%
Value ($000) $369 Shares 1,549 Est. Cost $238.22 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $357 Shares 950 Est. Cost $334.59 Unrealized 0.0%
GOOG Alphabet C 0.2%
Value ($000) $318 Shares 238 Est. Cost $64.05 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $317 Shares 4,540 Est. Cost $52.07 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $306 Shares 2,100 Est. Cost $114.10 Unrealized 0.0%
TMUS T-Mobile 0.2%
Value ($000) $305 Shares 3,887 Est. Cost $76.01 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $304 Shares 1,035 Est. Cost $271.52 Unrealized 0.0%
CME CME 0.2%
Value ($000) $285 Shares 1,421 Est. Cost $162.02 Unrealized 0.0%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.2%
Value ($000) $285 Shares 8,567 Est. Cost $33.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $283 Shares 1,430 Est. Cost $177.58 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $281 Shares 1,335 Est. Cost $178.42 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $278 Shares 1,404 Est. Cost $171.93 Unrealized 0.0%
RLI RLI CORP COM 0.2%
Value ($000) $270 Shares 3,001 Est. Cost $37.93 Unrealized 0.0%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.2%
Value ($000) $258 Shares 7,900 Est. Cost $32.66 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $243 Shares 1,145 Est. Cost $212.23 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $239 Shares 734 Est. Cost $351.04 Unrealized 0.0%
IVW iShares S&P 500 Growth - ETF 0.2%
Value ($000) $228 Shares 1,177 Est. Cost $193.71 Unrealized
GOOGL Alphabet A 0.2%
Value ($000) $225 Shares 168 Est. Cost $64.02 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.2%
Value ($000) $224 Shares 2,420 Est. Cost $87.91 Unrealized 0.0%
CITRIX SYS INC COM 0.2%
Value ($000) $221 Shares 1,997 Est. Cost $110.67 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $217 Shares 798 Est. Cost $226.44 Unrealized 0.0%
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $210 Shares 4,400 Est. Cost $47.73 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $207 Shares 2,352 Est. Cost $74.48 Unrealized 0.0%
INTC Intel 0.1%
Value ($000) $198 Shares 3,310 Est. Cost $49.26 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $184 Shares 814 Est. Cost $217.17 Unrealized 0.0%
ITOT iShares Core S&P Total US Stock Market - ETF 0.1%
Value ($000) $178 Shares 2,448 Est. Cost $72.71 Unrealized
KSS KOHLS CORP COM 0.1%
Value ($000) $173 Shares 3,404 Est. Cost $50.84 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $169 Shares 1,000 Est. Cost $26.52 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $168 Shares 7,932 Est. Cost $14.05 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $164 Shares 509 Est. Cost $322.20 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $160 Shares 466 Est. Cost $317.67 Unrealized 0.0%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $159 Shares 779 Est. Cost $167.70 Unrealized 0.0%
VTR VENTAS INC COM 0.1%
Value ($000) $159 Shares 2,762 Est. Cost $49.16 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.1%
Value ($000) $151 Shares 2,607 Est. Cost $57.92 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $146 Shares 624 Est. Cost $78.09 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $146 Shares 1,809 Est. Cost $80.71 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $142 Shares 590 Est. Cost $182.69 Unrealized 0.0%
CARE COM INC COM 0.1%
Value ($000) $137 Shares 9,095 Est. Cost $15.06 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $137 Shares 2,594 Est. Cost $50.44 Unrealized 0.0%
NKE NIKE INC CL B 0.1%
Value ($000) $130 Shares 1,284 Est. Cost $86.82 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $130 Shares 1,700 Est. Cost $62.82 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $128 Shares 1,078 Est. Cost $36.38 Unrealized 0.0%
YELP YELP INC CL A 0.1%
Value ($000) $118 Shares 3,400 Est. Cost $33.93 Unrealized 0.0%
TTD Trade Desk 0.1%
Value ($000) $117 Shares 452 Est. Cost $22.50 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COM 0.1%
Value ($000) $115 Shares 1,900 Est. Cost $59.58 Unrealized 0.0%
NUVEEN PFD & INCM SECURTIES FD COM 0.1%
Value ($000) $111 Shares 11,068 Est. Cost $10.03 Unrealized
LITE LUMENTUM HLDGS INC COM 0.1%
Value ($000) $107 Shares 1,350 Est. Cost $65.46 Unrealized 0.0%
HD Home Depot 0.1%
Value ($000) $107 Shares 488 Est. Cost $194.99 Unrealized 0.0%
FNKO FUNKO INC COM CL A 0.1%
Value ($000) $105 Shares 6,130 Est. Cost $16.33 Unrealized 0.0%
General Electric 0.1%
Value ($000) $105 Shares 9,443 Est. Cost $11.12 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $98 Shares 800 Est. Cost $122.50 Unrealized
ICHR ICHOR HOLDINGS SHS 0.1%
Value ($000) $96 Shares 2,900 Est. Cost $29.80 Unrealized 0.0%
LAZARD LTD SHS A 0.1%
Value ($000) $86 Shares 2,150 Est. Cost $40.00 Unrealized
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $85 Shares 5,342 Est. Cost $13.11 Unrealized 0.0%
CMCSA Comcast 0.1%
Value ($000) $81 Shares 1,806 Est. Cost $37.86 Unrealized 0.0%
JPM JPMorgan Chase 0.1%
Value ($000) $81 Shares 579 Est. Cost $108.67 Unrealized 0.0%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.1%
Value ($000) $80 Shares 6,230 Est. Cost $12.84 Unrealized
NFLX Netflix 0.1%
Value ($000) $79 Shares 243 Est. Cost $29.65 Unrealized 0.0%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $78 Shares 7,600 Est. Cost $10.26 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $77 Shares 502 Est. Cost $122.98 Unrealized 0.0%
AEP American Electric Power 0.1%
Value ($000) $71 Shares 747 Est. Cost $74.24 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $69 Shares 570 Est. Cost $84.82 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $66 Shares 2,266 Est. Cost $24.43 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $64 Shares 1,003 Est. Cost $40.69 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $64 Shares 511 Est. Cost $110.13 Unrealized 0.0%
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $60 Shares 4,000 Est. Cost $15.00 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $58 Shares 326 Est. Cost $143.91 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $56 Shares 1,025 Est. Cost $44.52 Unrealized 0.0%
PEP PepsiCo 0.0%
Value ($000) $56 Shares 413 Est. Cost $112.78 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $53 Shares 412 Est. Cost $103.75 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $53 Shares 813 Est. Cost $47.96 Unrealized 0.0%
Twitter 0.0%
Value ($000) $53 Shares 1,650 Est. Cost $32.12 Unrealized
XILINX INC COM 0.0%
Value ($000) $48 Shares 495 Est. Cost $96.97 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $48 Shares 647 Est. Cost $68.71 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $48 Shares 247 Est. Cost $165.56 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $48 Shares 205 Est. Cost $194.15 Unrealized 0.0%
LOCO EL POLLO LOCO HLDGS INC COM 0.0%
Value ($000) $48 Shares 3,190 Est. Cost $13.97 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $47 Shares 327 Est. Cost $122.84 Unrealized 0.0%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $46 Shares 900 Est. Cost $50.21 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $46 Shares 319 Est. Cost $135.71 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $46 Shares 795 Est. Cost $52.78 Unrealized 0.0%
ADBE Adobe 0.0%
Value ($000) $45 Shares 137 Est. Cost $294.23 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $45 Shares 388 Est. Cost $105.92 Unrealized 0.0%
GDOT GREEN DOT CORP CL A 0.0%
Value ($000) $44 Shares 1,890 Est. Cost $24.93 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $42 Shares 1,130 Est. Cost $15.30 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $41 Shares 69 Est. Cost $187.24 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $40 Shares 148 Est. Cost $246.86 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $39 Shares 298 Est. Cost $118.09 Unrealized 0.0%
PSN PARSONS CORPORATION COM 0.0%
Value ($000) $38 Shares 930 Est. Cost $37.33 Unrealized 0.0%
AMERICAN OUTDOOR BRANDS CORP COM 0.0%
Value ($000) $37 Shares 4,000 Est. Cost $9.25 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $36 Shares 900 Est. Cost $40.04 Unrealized 0.0%
TAILORED BRANDS INC COM 0.0%
Value ($000) $36 Shares 8,637 Est. Cost $4.17 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $32 Shares 442 Est. Cost $59.30 Unrealized 0.0%
IWB iShares Russell 1000 - ETF 0.0%
Value ($000) $32 Shares 182 Est. Cost $175.82 Unrealized
FS KKR CAPITAL CORP COM 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $6.20 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $31 Shares 600 Est. Cost $49.79 Unrealized 0.0%
FSLY FASTLY INC CL A 0.0%
Value ($000) $30 Shares 1,489 Est. Cost $21.08 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $30 Shares 840 Est. Cost $35.71 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $30 Shares 820 Est. Cost $32.64 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $28 Shares 328 Est. Cost $75.45 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $28 Shares 238 Est. Cost $110.41 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $28 Shares 48 Est. Cost $180.64 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $28 Shares 361 Est. Cost $44.01 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $28 Shares 483 Est. Cost $54.09 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $28 Shares 370 Est. Cost $53.74 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $26 Shares 429 Est. Cost $51.65 Unrealized 0.0%
Micro Focus Int'l PLC 0.0%
Value ($000) $26 Shares 1,859 Est. Cost $13.99 Unrealized
TSLA Tesla 0.0%
Value ($000) $25 Shares 59 Est. Cost $21.69 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $25 Shares 1,026 Est. Cost $24.37 Unrealized
NJR NEW JERSEY RES COM 0.0%
Value ($000) $25 Shares 570 Est. Cost $34.36 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $25 Shares 1,663 Est. Cost $15.03 Unrealized
Walgreens Boots Alliance 0.0%
Value ($000) $24 Shares 403 Est. Cost $59.55 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $24 Shares 606 Est. Cost $36.45 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $24 Shares 350 Est. Cost $59.11 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $183.82 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $21.59 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 680 Est. Cost $30.88 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $21 Shares 182 Est. Cost $93.76 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $21 Shares 299 Est. Cost $60.42 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $20 Shares 70 Est. Cost $285.71 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $19 Shares 64 Est. Cost $236.60 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $19 Shares 1,591 Est. Cost $11.94 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $18 Shares 282 Est. Cost $51.71 Unrealized 0.0%
SPLUNK INC COM 0.0%
Value ($000) $18 Shares 120 Est. Cost $150.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.00 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $18 Shares 9 Est. Cost $1931.44 Unrealized 0.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $17 Shares 470 Est. Cost $36.17 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $17 Shares 190 Est. Cost $89.75 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 164 Est. Cost $102.35 Unrealized 0.0%
ETN Eaton Corp 0.0%
Value ($000) $16 Shares 173 Est. Cost $79.69 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $16 Shares 200 Est. Cost $59.26 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $16 Shares 122 Est. Cost $112.51 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $16 Shares 74 Est. Cost $216.22 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 116 Est. Cost $129.31 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $15 Shares 238 Est. Cost $48.90 Unrealized 0.0%
PYPL PayPal 0.0%
Value ($000) $15 Shares 138 Est. Cost $103.97 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $14 Shares 122 Est. Cost $92.57 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $14 Shares 119 Est. Cost $117.65 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $14 Shares 1,009 Est. Cost $13.86 Unrealized 0.0%
QCOM Qualcomm 0.0%
Value ($000) $14 Shares 155 Est. Cost $72.86 Unrealized 0.0%
T AT&T 0.0%
Value ($000) $14 Shares 353 Est. Cost $18.86 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $13 Shares 335 Est. Cost $31.87 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $13 Shares 62 Est. Cost $196.74 Unrealized 0.0%
TGT Target 0.0%
Value ($000) $13 Shares 103 Est. Cost $99.83 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $12 Shares 104 Est. Cost $92.83 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $12 Shares 1,300 Est. Cost $6.68 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $12 Shares 88 Est. Cost $119.29 Unrealized 0.0%
ACACIA COMMUNICATIONS INC COM 0.0%
Value ($000) $12 Shares 170 Est. Cost $70.59 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $87.05 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $12 Shares 163 Est. Cost $21.78 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $11 Shares 169 Est. Cost $55.56 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $11 Shares 127 Est. Cost $55.80 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $71.77 Unrealized 0.0%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.79 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $11 Shares 253 Est. Cost $43.84 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $11 Shares 85 Est. Cost $107.55 Unrealized 0.0%
GILD Gilead Sciences 0.0%
Value ($000) $10 Shares 156 Est. Cost $51.27 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $263.16 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $10 Shares 81 Est. Cost $123.46 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $24.85 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 266 Est. Cost $37.59 Unrealized
FOCUS FINL PARTNERS INC COM CL A 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $9 Shares 172 Est. Cost $52.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $25.47 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $9 Shares 336 Est. Cost $22.34 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 280 Est. Cost $22.92 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $9 Shares 104 Est. Cost $60.01 Unrealized 0.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $9 Shares 181 Est. Cost $39.89 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $83.33 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $8 Shares 48 Est. Cost $151.83 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $177.67 Unrealized 0.0%
RY Royal Bank of Canada 0.0%
Value ($000) $8 Shares 103 Est. Cost $80.55 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $137.18 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $61.58 Unrealized 0.0%
ULTA Ulta Beauty 0.0%
Value ($000) $7 Shares 26 Est. Cost $244.35 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $7 Shares 178 Est. Cost $25.28 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $102.36 Unrealized 0.0%
ITW Illinois Tool Works 0.0%
Value ($000) $7 Shares 39 Est. Cost $146.29 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $90.92 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $85.74 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $431.37 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $6 Shares 59 Est. Cost $61.14 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $89.63 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $77.79 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $25.89 Unrealized 0.0%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $6 Shares 102 Est. Cost $54.29 Unrealized 0.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $154.88 Unrealized 0.0%
LNN LINDSAY CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.42 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $5 Shares 105 Est. Cost $39.09 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $5 Shares 165 Est. Cost $29.53 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $5 Shares 51 Est. Cost $98.04 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $18.82 Unrealized 0.0%
DDD 3-D Systems 0.0%
Value ($000) $5 Shares 517 Est. Cost $8.68 Unrealized 0.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.65 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $92.35 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $4 Shares 152 Est. Cost $28.37 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $142.41 Unrealized 0.0%
ABT Abbott Labs 0.0%
Value ($000) $4 Shares 42 Est. Cost $75.30 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $194.19 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $118.59 Unrealized 0.0%
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value ($000) $4 Shares 278 Est. Cost $14.39 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 69 Est. Cost $23.85 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $26.71 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $71.36 Unrealized 0.0%
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $155.73 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.38 Unrealized 0.0%
Perspecta Inc. 0.0%
Value ($000) $3 Shares 122 Est. Cost $24.59 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $27.48 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $86.78 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $24.50 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.84 Unrealized 0.0%
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $2 Shares 198 Est. Cost $7.50 Unrealized 0.0%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $2 Shares 193 Est. Cost $6.90 Unrealized 0.0%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $2 Shares 85 Est. Cost $19.92 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
AK STL HLDG CORP COM 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.22 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $11.38 Unrealized 0.0%
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 152 Est. Cost $6.58 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.67 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $24.51 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $10.19 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $23.26 Unrealized 0.0%
INTREPID POTASH INC COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 136 Est. Cost $7.35 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.70 Unrealized 0.0%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.34 Unrealized 0.0%
Juniper Networks 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.14 Unrealized 0.0%
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.11 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.97 Unrealized 0.0%