WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001812177 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $109,387 (100.0% shares, 0.0% debt)

Holdings (355)

DLR Digital Realty Trust 4.9%
Value ($000) $5,361 Shares 38,596 Est. Cost $99.45 Unrealized +4.3%
CCI Crown Castle 4.5%
Value ($000) $4,929 Shares 34,136 Est. Cost $104.19 Unrealized +10.3%
VYM Vanguard High Dividend ETF 4.4%
Value ($000) $4,855 Shares 68,615 Est. Cost $93.70 Unrealized
IWF iShares Russell 1000 Growth - ETF 4.4%
Value ($000) $4,805 Shares 31,894 Est. Cost $175.93 Unrealized
LMT Lockheed Martin 4.3%
Value ($000) $4,716 Shares 13,912 Est. Cost $324.81 Unrealized +3.1%
MRK Merck & Co 4.2%
Value ($000) $4,547 Shares 59,100 Est. Cost $67.55 Unrealized -3.6%
CSCO Cisco 4.1%
Value ($000) $4,482 Shares 114,029 Est. Cost $38.56 Unrealized -4.9%
GILD Gilead Sciences 4.1%
Value ($000) $4,462 Shares 59,688 Est. Cost $54.92 Unrealized +0.0%
D Dominion Energy 4.0%
Value ($000) $4,429 Shares 61,346 Est. Cost $62.41 Unrealized +1.1%
ABBV Abbvie 3.9%
Value ($000) $4,248 Shares 55,753 Est. Cost $64.70 Unrealized +3.8%
AAPL Apple 3.8%
Value ($000) $4,210 Shares 16,556 Est. Cost $62.02 Unrealized +14.6%
VZ Verizon 3.7%
Value ($000) $4,046 Shares 75,311 Est. Cost $42.79 Unrealized -4.1%
CVS CVS Health Corp 3.6%
Value ($000) $3,933 Shares 66,286 Est. Cost $57.78 Unrealized -4.3%
DUK Duke Energy Corp 3.5%
Value ($000) $3,787 Shares 46,817 Est. Cost $71.81 Unrealized +1.3%
CAT Caterpillar Inc 3.4%
Value ($000) $3,737 Shares 32,202 Est. Cost $123.01 Unrealized -7.8%
MO Altria Group 2.9%
Value ($000) $3,127 Shares 80,867 Est. Cost $28.72 Unrealized -4.0%
Juniper Networks 2.7%
Value ($000) $2,931 Shares 153,116 Est. Cost $19.14 Unrealized
WELL Welltower 2.4%
Value ($000) $2,602 Shares 56,841 Est. Cost $71.12 Unrealized -13.1%
Westrock 2.4%
Value ($000) $2,597 Shares 91,905 Est. Cost $42.91 Unrealized
CVX Chevron 2.2%
Value ($000) $2,443 Shares 33,717 Est. Cost $89.68 Unrealized -15.2%
KEY KeyCorp 1.8%
Value ($000) $1,951 Shares 188,185 Est. Cost $13.98 Unrealized -11.0%
MA MASTERCARD INCORPORATED CL A 1.7%
Value ($000) $1,906 Shares 7,891 Est. Cost $272.58 Unrealized +5.6%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $1,355 Shares 12,316 Est. Cost $105.24 Unrealized -1.3%
SCHD Schwab US Dividend Equity ETF 1.2%
Value ($000) $1,348 Shares 29,973 Est. Cost $44.97 Unrealized
DVY iShares Select Dividend ETF 1.2%
Value ($000) $1,272 Shares 17,297 Est. Cost $73.54 Unrealized
AMZN Amazon 1.1%
Value ($000) $1,193 Shares 612 Est. Cost $89.46 Unrealized +8.2%
V VISA INC COM CL A 1.0%
Value ($000) $1,086 Shares 6,738 Est. Cost $172.94 Unrealized +4.5%
MSFT Microsoft 0.9%
Value ($000) $1,004 Shares 6,368 Est. Cost $139.23 Unrealized +12.3%
HPQ HP Inc. 0.9%
Value ($000) $1,003 Shares 57,804 Est. Cost $15.38 Unrealized +7.2%
IBM International Business Machines 0.8%
Value ($000) $878 Shares 7,913 Est. Cost $99.90 Unrealized -1.6%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $691 Shares 2,918 Est. Cost $236.81 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $570 Shares 3,415 Est. Cost $192.35 Unrealized +1.1%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $498 Shares 10,421 Est. Cost $54.60 Unrealized -2.3%
EHC ENCOMPASS HEALTH CORP COM 0.4%
Value ($000) $428 Shares 6,679 Est. Cost $50.37 Unrealized +6.7%
IVV iShares Core S&P 500 - ETF 0.4%
Value ($000) $424 Shares 1,641 Est. Cost $323.13 Unrealized
IWD iShares Russell 1000 Value - ETF 0.4%
Value ($000) $404 Shares 4,070 Est. Cost $136.41 Unrealized
WFC Wells Fargo 0.4%
Value ($000) $392 Shares 13,664 Est. Cost $44.70 Unrealized -18.0%
BAX Baxter 0.3%
Value ($000) $369 Shares 4,550 Est. Cost $73.38 Unrealized +4.6%
TMUS T-Mobile 0.3%
Value ($000) $326 Shares 3,887 Est. Cost $76.01 Unrealized +7.5%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $303 Shares 620 Est. Cost $334.59 Unrealized +22.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.3%
Value ($000) $292 Shares 6,273 Est. Cost $56.34 Unrealized -3.3%
GOOG Alphabet C 0.3%
Value ($000) $277 Shares 238 Est. Cost $64.05 Unrealized +5.1%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $264 Shares 2,017 Est. Cost $114.10 Unrealized +5.3%
RLI RLI CORP COM 0.2%
Value ($000) $264 Shares 3,001 Est. Cost $37.93 Unrealized -5.5%
HPE Hewlett Packard Enterprise 0.2%
Value ($000) $263 Shares 27,086 Est. Cost $11.29 Unrealized -4.0%
VOE Vanguard Mid-Cap Value 0.2%
Value ($000) $259 Shares 3,180 Est. Cost $119.18 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $258 Shares 1,430 Est. Cost $177.58 Unrealized +2.5%
IJH iShares S&P Mid-Cap - ETF 0.2%
Value ($000) $256 Shares 1,781 Est. Cost $205.57 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $251 Shares 880 Est. Cost $271.52 Unrealized +2.3%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.2%
Value ($000) $248 Shares 8,654 Est. Cost $33.22 Unrealized
CME CME 0.2%
Value ($000) $246 Shares 1,421 Est. Cost $162.02 Unrealized -1.5%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.2%
Value ($000) $236 Shares 8,015 Est. Cost $32.61 Unrealized
IJK iShares S&P Mid-Cap 400 Growth - ETF 0.2%
Value ($000) $233 Shares 1,304 Est. Cost $238.22 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $223 Shares 1,346 Est. Cost $171.93 Unrealized -0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $223 Shares 1,145 Est. Cost $212.23 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $218 Shares 1,335 Est. Cost $178.42 Unrealized -0.8%
SGRY SURGERY PARTNERS INC COM 0.2%
Value ($000) $213 Shares 32,632 Est. Cost $11.34 Unrealized +25.7%
CITRIX SYS INC COM 0.2%
Value ($000) $208 Shares 1,471 Est. Cost $110.67 Unrealized
GOOGL Alphabet A 0.2%
Value ($000) $203 Shares 175 Est. Cost $64.15 Unrealized +4.8%
EXAS EXACT SCIENCES CORP COM 0.2%
Value ($000) $198 Shares 3,420 Est. Cost $85.95 Unrealized -5.5%
IVW iShares S&P 500 Growth - ETF 0.2%
Value ($000) $192 Shares 1,161 Est. Cost $193.71 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $174 Shares 4,591 Est. Cost $51.95 Unrealized -19.0%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $173 Shares 754 Est. Cost $226.44 Unrealized -0.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $155 Shares 2,352 Est. Cost $74.48 Unrealized -4.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $150 Shares 819 Est. Cost $217.17 Unrealized -2.1%
APOLLO GLOBAL MGMT INC COM CL A 0.1%
Value ($000) $147 Shares 4,400 Est. Cost $47.73 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $141 Shares 467 Est. Cost $317.67 Unrealized -0.7%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $138 Shares 779 Est. Cost $167.70 Unrealized +5.8%
WMT WALMART INC COM 0.1%
Value ($000) $137 Shares 1,210 Est. Cost $36.27 Unrealized -2.5%
ITOT iShares Core S&P Total US Stock Market - ETF 0.1%
Value ($000) $136 Shares 2,381 Est. Cost $72.71 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $134 Shares 1,000 Est. Cost $26.52 Unrealized +4.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $132 Shares 511 Est. Cost $322.20 Unrealized
INTC Intel 0.1%
Value ($000) $126 Shares 2,329 Est. Cost $49.26 Unrealized +6.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $126 Shares 2,602 Est. Cost $50.44 Unrealized -5.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $120 Shares 590 Est. Cost $182.69 Unrealized -0.2%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $118 Shares 624 Est. Cost $78.09 Unrealized -7.6%
BA BOEING CO COM 0.1%
Value ($000) $117 Shares 783 Est. Cost $346.15 Unrealized -21.2%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.1%
Value ($000) $115 Shares 2,607 Est. Cost $57.92 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $114 Shares 1,815 Est. Cost $80.71 Unrealized
VTR VENTAS INC COM 0.1%
Value ($000) $112 Shares 4,162 Est. Cost $45.88 Unrealized -14.1%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $111 Shares 7,951 Est. Cost $14.05 Unrealized -4.9%
NKE NIKE INC CL B 0.1%
Value ($000) $106 Shares 1,286 Est. Cost $86.82 Unrealized -1.1%
BARRICK GOLD CORPORATION COM 0.1%
Value ($000) $103 Shares 5,625 Est. Cost $18.31 Unrealized
TGT Target 0.1%
Value ($000) $103 Shares 1,103 Est. Cost $95.43 Unrealized -0.5%
LITE LUMENTUM HLDGS INC COM 0.1%
Value ($000) $99 Shares 1,350 Est. Cost $65.46 Unrealized +20.2%
HD Home Depot 0.1%
Value ($000) $95 Shares 508 Est. Cost $194.80 Unrealized -2.4%
IONS IONIS PHARMACEUTICALS INC COM 0.1%
Value ($000) $90 Shares 1,900 Est. Cost $59.58 Unrealized -6.4%
TTD Trade Desk 0.1%
Value ($000) $87 Shares 452 Est. Cost $22.50 Unrealized +15.0%
NUVEEN PFD & INCM SECURTIES FD COM 0.1%
Value ($000) $80 Shares 11,068 Est. Cost $10.03 Unrealized
General Electric 0.1%
Value ($000) $75 Shares 9,408 Est. Cost $11.12 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $72 Shares 800 Est. Cost $122.50 Unrealized
YELP YELP INC CL A 0.1%
Value ($000) $67 Shares 3,700 Est. Cost $33.65 Unrealized -9.7%
PEP PepsiCo 0.1%
Value ($000) $62 Shares 517 Est. Cost $112.77 Unrealized -0.0%
CMCSA Comcast 0.1%
Value ($000) $62 Shares 1,811 Est. Cost $37.86 Unrealized -4.8%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $62 Shares 7,600 Est. Cost $10.26 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $60 Shares 647 Est. Cost $68.71 Unrealized +17.0%
AEP American Electric Power 0.1%
Value ($000) $60 Shares 751 Est. Cost $74.24 Unrealized +3.1%
NFLX Netflix 0.1%
Value ($000) $56 Shares 148 Est. Cost $29.65 Unrealized +19.3%
ICHR ICHOR HOLDINGS SHS 0.1%
Value ($000) $56 Shares 2,900 Est. Cost $29.80 Unrealized +1.4%
KSS KOHLS CORP COM 0.1%
Value ($000) $55 Shares 3,765 Est. Cost $49.56 Unrealized -24.4%
JPM JPMorgan Chase 0.0%
Value ($000) $52 Shares 580 Est. Cost $108.67 Unrealized -4.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $51 Shares 572 Est. Cost $84.82 Unrealized +9.2%
GDOT GREEN DOT CORP CL A 0.0%
Value ($000) $48 Shares 1,890 Est. Cost $24.93 Unrealized +15.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $46 Shares 279 Est. Cost $34.91 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $44 Shares 512 Est. Cost $110.13 Unrealized -2.3%
ADBE Adobe 0.0%
Value ($000) $44 Shares 137 Est. Cost $294.23 Unrealized +16.3%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $44 Shares 327 Est. Cost $143.91 Unrealized -5.1%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $43 Shares 1,060 Est. Cost $49.87 Unrealized -3.8%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $42 Shares 1,011 Est. Cost $40.69 Unrealized +7.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $41 Shares 424 Est. Cost $132.69 Unrealized -6.9%
Twitter 0.0%
Value ($000) $41 Shares 1,650 Est. Cost $32.12 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $41 Shares 414 Est. Cost $103.75 Unrealized -2.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $41 Shares 206 Est. Cost $194.15 Unrealized +1.5%
XILINX INC COM 0.0%
Value ($000) $39 Shares 496 Est. Cost $96.97 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $38 Shares 320 Est. Cost $118.59 Unrealized +5.7%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $36 Shares 248 Est. Cost $165.56 Unrealized -1.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $36 Shares 148 Est. Cost $246.86 Unrealized +5.8%
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $36 Shares 4,000 Est. Cost $15.00 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $35 Shares 818 Est. Cost $47.96 Unrealized +0.8%
FAST FASTENAL CO COM 0.0%
Value ($000) $35 Shares 1,130 Est. Cost $15.30 Unrealized -0.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $34 Shares 69 Est. Cost $187.24 Unrealized -2.2%
ROST ROSS STORES INC COM 0.0%
Value ($000) $34 Shares 389 Est. Cost $105.92 Unrealized -4.9%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $33.88 Unrealized 0.0%
AMERICAN OUTDOOR BRANDS CORP COM 0.0%
Value ($000) $33 Shares 4,000 Est. Cost $9.25 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $33 Shares 1,039 Est. Cost $44.44 Unrealized -14.3%
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $33 Shares 449 Est. Cost $59.39 Unrealized +10.0%
FNKO FUNKO INC COM CL A 0.0%
Value ($000) $31 Shares 7,860 Est. Cost $14.98 Unrealized -31.9%
TSLA Tesla 0.0%
Value ($000) $31 Shares 59 Est. Cost $21.69 Unrealized +91.1%
CDW CDW CORP COM 0.0%
Value ($000) $31 Shares 328 Est. Cost $122.84 Unrealized -7.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $30 Shares 258 Est. Cost $116.28 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $29 Shares 2,228 Est. Cost $26.85 Unrealized -3.3%
FSLY FASTLY INC CL A 0.0%
Value ($000) $28 Shares 1,489 Est. Cost $21.08 Unrealized -2.0%
IWB iShares Russell 1000 - ETF 0.0%
Value ($000) $26 Shares 183 Est. Cost $175.82 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $25 Shares 823 Est. Cost $32.64 Unrealized -3.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $48.17 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $23 Shares 238 Est. Cost $110.41 Unrealized +0.6%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $23 Shares 840 Est. Cost $35.71 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 328 Est. Cost $75.45 Unrealized +2.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $22 Shares 48 Est. Cost $180.64 Unrealized -5.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $183.82 Unrealized +7.3%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $21 Shares 100 Est. Cost $210.00 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $21 Shares 600 Est. Cost $49.79 Unrealized -4.4%
EIX EDISON INTL COM 0.0%
Value ($000) $20 Shares 372 Est. Cost $53.74 Unrealized -1.2%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $19 Shares 570 Est. Cost $34.36 Unrealized -9.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $19 Shares 1,720 Est. Cost $46.02 Unrealized -12.6%
PINS PINTEREST INC CL A 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $21.59 Unrealized -9.8%
JD JD COM INC SPON ADR CL A 0.0%
Value ($000) $19 Shares 470 Est. Cost $36.17 Unrealized
Walgreens Boots Alliance 0.0%
Value ($000) $18 Shares 404 Est. Cost $59.55 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $18 Shares 1,026 Est. Cost $24.37 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $17 Shares 282 Est. Cost $51.71 Unrealized +4.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $16 Shares 64 Est. Cost $236.60 Unrealized +5.5%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $16 Shares 300 Est. Cost $60.42 Unrealized -0.6%
SPLUNK INC COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $150.00 Unrealized
TAILORED BRANDS INC COM 0.0%
Value ($000) $15 Shares 8,637 Est. Cost $4.17 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $285.71 Unrealized
PSN PARSONS CORPORATION COM 0.0%
Value ($000) $15 Shares 465 Est. Cost $37.33 Unrealized +4.1%
FS KKR CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 5,000 Est. Cost $6.20 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $15 Shares 734 Est. Cost $24.43 Unrealized -9.6%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $15 Shares 1,614 Est. Cost $11.90 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 681 Est. Cost $30.88 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $14 Shares 608 Est. Cost $36.45 Unrealized -0.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 164 Est. Cost $102.35 Unrealized -7.2%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $14 Shares 486 Est. Cost $54.09 Unrealized -11.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $14 Shares 119 Est. Cost $117.65 Unrealized
ETN Eaton Corp 0.0%
Value ($000) $14 Shares 174 Est. Cost $79.69 Unrealized +3.7%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.64 Unrealized +15.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 116 Est. Cost $129.31 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $53.00 Unrealized +2.6%
HANESBRANDS INC COM 0.0%
Value ($000) $13 Shares 1,684 Est. Cost $14.94 Unrealized
NUVEEN INTER DURATION MN TMFD COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $13 Shares 240 Est. Cost $48.90 Unrealized +3.2%
PYPL PayPal 0.0%
Value ($000) $13 Shares 138 Est. Cost $103.97 Unrealized +5.9%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $13 Shares 146 Est. Cost $92.51 Unrealized
T AT&T 0.0%
Value ($000) $13 Shares 435 Est. Cost $18.73 Unrealized -3.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $196.74 Unrealized +9.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $12 Shares 182 Est. Cost $93.76 Unrealized +0.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $12 Shares 9 Est. Cost $1931.44 Unrealized -10.6%
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $12 Shares 903 Est. Cost $40.04 Unrealized -14.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $12 Shares 179 Est. Cost $59.11 Unrealized +4.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 222 Est. Cost $49.55 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $167.26 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $11 Shares 122 Est. Cost $92.57 Unrealized -2.6%
ACACIA COMMUNICATIONS INC COM 0.0%
Value ($000) $11 Shares 170 Est. Cost $70.59 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $10 Shares 434 Est. Cost $51.49 Unrealized -25.5%
PPG PPG INDS INC COM 0.0%
Value ($000) $10 Shares 123 Est. Cost $112.51 Unrealized -12.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $10 Shares 105 Est. Cost $92.83 Unrealized -11.8%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $87.05 Unrealized +3.7%
RAYTHEON CO COM NEW 0.0%
Value ($000) $10 Shares 74 Est. Cost $216.22 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $10 Shares 126 Est. Cost $71.77 Unrealized -1.3%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $10 Shares 742 Est. Cost $13.48 Unrealized
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $9 Shares 106 Est. Cost $107.61 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $9 Shares 81 Est. Cost $123.46 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $9 Shares 163 Est. Cost $21.78 Unrealized -1.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $9 Shares 662 Est. Cost $13.60 Unrealized
TEKLA WORLD HEALTHCARE FD BEN INT SHS 0.0%
Value ($000) $9 Shares 800 Est. Cost $11.25 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $9 Shares 89 Est. Cost $119.18 Unrealized -8.0%
ANSYS INC COM 0.0%
Value ($000) $9 Shares 38 Est. Cost $263.16 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 106 Est. Cost $60.03 Unrealized +1.2%
NI NISOURCE INC COM 0.0%
Value ($000) $8 Shares 336 Est. Cost $22.34 Unrealized +1.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $8 Shares 259 Est. Cost $24.85 Unrealized +0.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $59.26 Unrealized -8.6%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.94 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $7 Shares 1,114 Est. Cost $6.28 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $7 Shares 143 Est. Cost $57.88 Unrealized -9.0%
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $12.13 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $7 Shares 253 Est. Cost $43.84 Unrealized -9.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $79.55 Unrealized
LOCO EL POLLO LOCO HLDGS INC COM 0.0%
Value ($000) $7 Shares 825 Est. Cost $13.97 Unrealized -8.9%
ALERIAN MLP ETF 0.0%
Value ($000) $7 Shares 1,951 Est. Cost $3.59 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $137.18 Unrealized +3.7%
FOCUS FINL PARTNERS INC COM CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $30.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $85.74 Unrealized -2.1%
ALLIANZGI DIVIDEND INT & PRMIU COM 0.0%
Value ($000) $6 Shares 668 Est. Cost $8.98 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $6 Shares 104 Est. Cost $80.55 Unrealized -7.9%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $6 Shares 253 Est. Cost $25.45 Unrealized -6.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $6.68 Unrealized -15.4%
ABT Abbott Labs 0.0%
Value ($000) $6 Shares 82 Est. Cost $75.31 Unrealized +0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 48 Est. Cost $151.83 Unrealized +2.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $177.67 Unrealized -0.8%
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $6 Shares 1,014 Est. Cost $13.86 Unrealized -12.8%
ABERDEEN TOTAL DYNAMIC DIVD FD COM SH BEN INT 0.0%
Value ($000) $6 Shares 965 Est. Cost $6.22 Unrealized
IWM iShares Russell 2000 - ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.79 Unrealized -6.8%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 190 Est. Cost $89.75 Unrealized -26.3%
AME AMETEK INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $90.92 Unrealized -4.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $18.82 Unrealized +13.9%
EOG EOG RES INC COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $55.80 Unrealized -11.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 170 Est. Cost $55.56 Unrealized -8.5%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $102.36 Unrealized -4.0%
ADVENT CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $5 Shares 482 Est. Cost $10.37 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $25.89 Unrealized -6.2%
LNN LINDSAY CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.42 Unrealized +8.2%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $154.88 Unrealized +9.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $310.51 Unrealized 0.0%
ULTA Ulta Beauty 0.0%
Value ($000) $5 Shares 26 Est. Cost $244.35 Unrealized +2.0%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $5 Shares 399 Est. Cost $12.53 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $4 Shares 21 Est. Cost $190.48 Unrealized
BCE BCE Inc 0.0%
Value ($000) $4 Shares 106 Est. Cost $31.73 Unrealized -5.1%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $77.79 Unrealized -8.7%
ALLIANCEBERNSTEIN NATL MUNI IN COM 0.0%
Value ($000) $4 Shares 290 Est. Cost $13.79 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $4 Shares 423 Est. Cost $9.46 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $4 Shares 181 Est. Cost $39.89 Unrealized -15.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $4 Shares 280 Est. Cost $22.92 Unrealized -14.2%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $431.37 Unrealized +5.0%
MS Morgan Stanley 0.0%
Value ($000) $4 Shares 105 Est. Cost $39.09 Unrealized +0.2%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 102 Est. Cost $54.29 Unrealized -9.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $4 Shares 108 Est. Cost $83.33 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $4 Shares 277 Est. Cost $14.44 Unrealized
DDD 3-D Systems 0.0%
Value ($000) $4 Shares 517 Est. Cost $8.68 Unrealized +12.3%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $4 Shares 175 Est. Cost $51.82 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $229.39 Unrealized 0.0%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $3 Shares 163 Est. Cost $18.40 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.65 Unrealized -13.1%
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $3 Shares 234 Est. Cost $12.82 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 69 Est. Cost $23.85 Unrealized -11.3%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $3 Shares 181 Est. Cost $25.25 Unrealized -6.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $92.35 Unrealized -9.5%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.38 Unrealized +6.3%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $3 Shares 165 Est. Cost $29.53 Unrealized -4.8%
FTV FORTIVE CORP COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $44.01 Unrealized -3.1%
KLAC KLA CORPORATION COM NEW 0.0%
Value ($000) $3 Shares 19 Est. Cost $155.73 Unrealized -3.5%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.87 Unrealized -4.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $3 Shares 59 Est. Cost $61.14 Unrealized -18.8%
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $3 Shares 669 Est. Cost $4.48 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $73.52 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $2 Shares 265 Est. Cost $7.55 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $71.36 Unrealized -7.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $2 Shares 243 Est. Cost $8.23 Unrealized
WELLS FARGO GLOBAL DIVIDEND OP COM 0.0%
Value ($000) $2 Shares 571 Est. Cost $3.50 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $2 Shares 412 Est. Cost $4.85 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $2 Shares 409 Est. Cost $4.89 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $23.26 Unrealized +11.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.84 Unrealized -3.5%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.48 Unrealized -2.7%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 153 Est. Cost $28.37 Unrealized -19.8%
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value ($000) $2 Shares 168 Est. Cost $11.90 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $2 Shares 77 Est. Cost $22.56 Unrealized 0.0%
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $2 Shares 207 Est. Cost $9.66 Unrealized
COHEN & STEERS REIT & PFD &INM COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.17 Unrealized
BOULDER GROWTH & INCOME FD INC COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.99 Unrealized
WESTERN ASSET GLOBAL HIGH INCO COM 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.66 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $86.78 Unrealized -8.4%
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $1 Shares 379 Est. Cost $6.88 Unrealized -10.0%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.67 Unrealized -6.4%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $1 Shares 103 Est. Cost $9.71 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $1 Shares 149 Est. Cost $6.71 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
WELLS FARGO INCOME OPPORTUNITI WF INC OPPTY FD 0.0%
Value ($000) $1 Shares 210 Est. Cost $4.76 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $68.18 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
GENERAL AMERN INVS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
FIRST TR HIGH INCOME L/S FD COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.50 Unrealized -19.2%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $1 Shares 85 Est. Cost $19.92 Unrealized -8.6%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $1 Shares 89 Est. Cost $11.24 Unrealized
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $9.80 Unrealized
Perspecta Inc. 0.0%
Value ($000) $1 Shares 77 Est. Cost $24.59 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 196 Est. Cost $6.89 Unrealized -15.7%
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 152 Est. Cost $6.58 Unrealized
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.43 Unrealized
Royal Dutch Shell 0.0%
Value ($000) $1 Shares 31 Est. Cost $59.96 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $1 Shares 114 Est. Cost $8.77 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.43 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $11.38 Unrealized -17.1%
Micro Focus Int'l PLC 0.0%
Value ($000) $1 Shares 187 Est. Cost $13.99 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.97 Unrealized -9.1%
XPHDX PIONEER FLOATING RATE TR COM 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.14 Unrealized +4.1%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $10.19 Unrealized -28.6%
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
VOYA INFRASTRUCTURE INDLS & MT COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
INTREPID POTASH INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TORTOISE ESSENTIAL ASSETS INCO COM SH BEN INT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value ($000) $0 Shares 58 Est. Cost Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
MACQUARIE GLOBAL INFRASTRUCTUR COM 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
BLACKROCK MUNIHLDS INVSTM QLTY COM 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
BLACKROCK MUNICIPL INC QLTY TR COM 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ABERDEEN GLOBAL DYNAMIC DIVID COM 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 136 Est. Cost $7.35 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
VOYA PRIME RATE TR SH BEN INT 0.0%
Value ($000) $0 Shares 115 Est. Cost Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
XPMAX PIONEER MUN HIGH INCOME ADVANT COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $0 Shares 109 Est. Cost Unrealized
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized