WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001812177 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 18, 2020

Total Value ($000): $119,465 (100.0% shares, 0.0% debt)

Holdings (358)

IWF iShares Russell 1000 Growth - ETF 5.1%
Value ($000) $6,088 Shares 31,716 Est. Cost $175.93 Unrealized
CCI Crown Castle 4.7%
Value ($000) $5,570 Shares 33,284 Est. Cost $104.19 Unrealized +20.0%
ABBV Abbvie 4.5%
Value ($000) $5,389 Shares 54,884 Est. Cost $64.70 Unrealized +9.0%
CSCO Cisco 4.4%
Value ($000) $5,237 Shares 112,284 Est. Cost $38.56 Unrealized -4.0%
VYM Vanguard High Dividend ETF 4.4%
Value ($000) $5,216 Shares 66,206 Est. Cost $93.70 Unrealized
LMT Lockheed Martin 4.2%
Value ($000) $4,991 Shares 13,676 Est. Cost $324.81 Unrealized -0.3%
D Dominion Energy 4.1%
Value ($000) $4,929 Shares 60,712 Est. Cost $62.41 Unrealized +0.4%
AAPL Apple 4.0%
Value ($000) $4,800 Shares 13,157 Est. Cost $62.02 Unrealized +21.1%
GILD Gilead Sciences 3.9%
Value ($000) $4,617 Shares 60,013 Est. Cost $54.92 Unrealized +11.9%
MRK Merck & Co 3.8%
Value ($000) $4,485 Shares 57,994 Est. Cost $67.55 Unrealized -6.9%
CVS CVS Health Corp 3.6%
Value ($000) $4,265 Shares 65,639 Est. Cost $57.78 Unrealized -9.0%
VZ Verizon 3.4%
Value ($000) $4,098 Shares 74,331 Est. Cost $42.79 Unrealized -4.8%
CAT Caterpillar Inc 3.3%
Value ($000) $3,987 Shares 31,514 Est. Cost $123.01 Unrealized -13.7%
Walgreens Boots Alliance 3.2%
Value ($000) $3,819 Shares 90,099 Est. Cost $42.46 Unrealized
DUK Duke Energy Corp 3.1%
Value ($000) $3,693 Shares 46,228 Est. Cost $71.81 Unrealized -5.8%
Juniper Networks 2.9%
Value ($000) $3,498 Shares 152,999 Est. Cost $19.14 Unrealized
MO Altria Group 2.7%
Value ($000) $3,185 Shares 81,145 Est. Cost $28.72 Unrealized -13.1%
CVX Chevron 2.5%
Value ($000) $2,953 Shares 33,095 Est. Cost $89.68 Unrealized -22.1%
WELL Welltower 2.5%
Value ($000) $2,935 Shares 56,712 Est. Cost $71.12 Unrealized -41.3%
MA MASTERCARD INCORPORATED CL A 2.0%
Value ($000) $2,335 Shares 7,898 Est. Cost $272.58 Unrealized +0.3%
JPM JPMorgan Chase 1.8%
Value ($000) $2,142 Shares 22,768 Est. Cost $82.43 Unrealized -0.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.7%
Value ($000) $1,973 Shares 9,190 Est. Cost $175.17 Unrealized -0.3%
SCHD Schwab US Dividend Equity ETF 1.3%
Value ($000) $1,573 Shares 30,402 Est. Cost $45.07 Unrealized
AMZN Amazon 1.2%
Value ($000) $1,487 Shares 539 Est. Cost $89.46 Unrealized +35.0%
DVY iShares Select Dividend ETF 1.2%
Value ($000) $1,449 Shares 17,957 Est. Cost $73.80 Unrealized
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $1,425 Shares 11,920 Est. Cost $105.24 Unrealized -3.5%
MSFT Microsoft 1.1%
Value ($000) $1,352 Shares 6,644 Est. Cost $140.63 Unrealized +23.1%
V VISA INC COM CL A 1.1%
Value ($000) $1,297 Shares 6,715 Est. Cost $172.94 Unrealized +1.5%
HPQ HP Inc. 0.8%
Value ($000) $1,008 Shares 57,812 Est. Cost $15.38 Unrealized -14.9%
IBM International Business Machines 0.8%
Value ($000) $982 Shares 8,132 Est. Cost $99.67 Unrealized -8.3%
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $894 Shares 3,154 Est. Cost $240.30 Unrealized
META FACEBOOK INC CL A 0.6%
Value ($000) $723 Shares 3,184 Est. Cost $192.35 Unrealized +7.8%
IVV iShares Core S&P 500 - ETF 0.5%
Value ($000) $588 Shares 1,898 Est. Cost $321.33 Unrealized
TJX TJX COS INC NEW COM 0.4%
Value ($000) $527 Shares 10,421 Est. Cost $54.60 Unrealized -14.6%
IWD iShares Russell 1000 Value - ETF 0.4%
Value ($000) $423 Shares 3,756 Est. Cost $136.41 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.3%
Value ($000) $414 Shares 6,680 Est. Cost $50.37 Unrealized +0.3%
TMUS T-Mobile 0.3%
Value ($000) $405 Shares 3,887 Est. Cost $76.01 Unrealized +21.8%
BAX Baxter 0.3%
Value ($000) $392 Shares 4,553 Est. Cost $73.38 Unrealized +5.8%
SGRY SURGERY PARTNERS INC COM 0.3%
Value ($000) $378 Shares 32,632 Est. Cost $11.34 Unrealized -3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.3%
Value ($000) $356 Shares 6,273 Est. Cost $56.34 Unrealized -12.5%
WFC Wells Fargo 0.3%
Value ($000) $350 Shares 13,664 Est. Cost $44.70 Unrealized -46.4%
GOOG Alphabet C 0.3%
Value ($000) $336 Shares 238 Est. Cost $64.05 Unrealized +4.6%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.3%
Value ($000) $330 Shares 8,734 Est. Cost $33.22 Unrealized
EXAS EXACT SCIENCES CORP COM 0.2%
Value ($000) $297 Shares 3,420 Est. Cost $85.95 Unrealized -7.0%
VOE Vanguard Mid-Cap Value 0.2%
Value ($000) $293 Shares 3,066 Est. Cost $119.18 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $284 Shares 2,022 Est. Cost $114.10 Unrealized +8.9%
IJK iShares S&P Mid-Cap 400 Growth - ETF 0.2%
Value ($000) $281 Shares 1,255 Est. Cost $238.22 Unrealized
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.2%
Value ($000) $272 Shares 8,015 Est. Cost $32.61 Unrealized
IJH iShares S&P Mid-Cap - ETF 0.2%
Value ($000) $267 Shares 1,501 Est. Cost $205.57 Unrealized
HPE Hewlett Packard Enterprise 0.2%
Value ($000) $267 Shares 27,401 Est. Cost $11.25 Unrealized -27.0%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $260 Shares 856 Est. Cost $271.52 Unrealized +2.8%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $247 Shares 1,338 Est. Cost $171.93 Unrealized -6.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $247 Shares 1,145 Est. Cost $212.23 Unrealized
RLI RLI CORP COM 0.2%
Value ($000) $246 Shares 3,001 Est. Cost $37.93 Unrealized -15.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $243 Shares 1,431 Est. Cost $177.58 Unrealized -5.5%
GOOGL Alphabet A 0.2%
Value ($000) $238 Shares 168 Est. Cost $64.15 Unrealized +4.3%
CME CME 0.2%
Value ($000) $231 Shares 1,421 Est. Cost $162.02 Unrealized -10.9%
IVW iShares S&P 500 Growth - ETF 0.2%
Value ($000) $230 Shares 1,106 Est. Cost $193.71 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $227 Shares 14,934 Est. Cost $12.55 Unrealized -13.6%
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $220 Shares 4,400 Est. Cost $47.73 Unrealized
CITRIX SYS INC COM 0.2%
Value ($000) $218 Shares 1,471 Est. Cost $110.67 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.2%
Value ($000) $212 Shares 340 Est. Cost $334.59 Unrealized +68.7%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $207 Shares 4,630 Est. Cost $51.95 Unrealized -33.0%
TTD Trade Desk 0.2%
Value ($000) $184 Shares 452 Est. Cost $22.50 Unrealized +34.0%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $174 Shares 726 Est. Cost $226.44 Unrealized -2.7%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $173 Shares 2,353 Est. Cost $74.48 Unrealized -10.9%
VTR VENTAS INC COM 0.1%
Value ($000) $152 Shares 4,162 Est. Cost $45.88 Unrealized -41.2%
BARRICK GOLD CORPORATION COM 0.1%
Value ($000) $152 Shares 5,625 Est. Cost $18.31 Unrealized
CI CIGNA CORP NEW COM 0.1%
Value ($000) $149 Shares 795 Est. Cost $167.82 Unrealized +3.4%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $146 Shares 473 Est. Cost $322.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $145 Shares 814 Est. Cost $217.17 Unrealized -15.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $144 Shares 2,609 Est. Cost $50.44 Unrealized -2.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $144 Shares 467 Est. Cost $317.67 Unrealized -6.0%
TGT Target 0.1%
Value ($000) $141 Shares 1,179 Est. Cost $95.61 Unrealized +2.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $141 Shares 598 Est. Cost $182.81 Unrealized +4.9%
INTC Intel 0.1%
Value ($000) $137 Shares 2,292 Est. Cost $49.26 Unrealized +8.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $136 Shares 1,824 Est. Cost $80.71 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $134 Shares 1,118 Est. Cost $36.27 Unrealized +5.0%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.1%
Value ($000) $129 Shares 3,910 Est. Cost $49.61 Unrealized
FSLY FASTLY INC CL A 0.1%
Value ($000) $127 Shares 1,489 Est. Cost $21.08 Unrealized +86.9%
HD Home Depot 0.1%
Value ($000) $127 Shares 509 Est. Cost $194.80 Unrealized +2.5%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $127 Shares 1,842 Est. Cost $73.44 Unrealized -3.2%
NKE NIKE INC CL B 0.1%
Value ($000) $126 Shares 1,290 Est. Cost $86.82 Unrealized -1.6%
NFLX Netflix 0.1%
Value ($000) $119 Shares 261 Est. Cost $35.24 Unrealized +20.8%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $118 Shares 800 Est. Cost $122.50 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.1%
Value ($000) $112 Shares 1,900 Est. Cost $59.58 Unrealized -6.6%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $111 Shares 647 Est. Cost $68.71 Unrealized +83.4%
LITE LUMENTUM HLDGS INC COM 0.1%
Value ($000) $110 Shares 1,350 Est. Cost $65.46 Unrealized +16.4%
ALLIANZGI DIVERSIFIED INCOME & COM 0.1%
Value ($000) $104 Shares 4,500 Est. Cost $23.11 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $98 Shares 500 Est. Cost $26.52 Unrealized +3.9%
NUVEEN PFD & INCM SECURTIES FD COM 0.1%
Value ($000) $94 Shares 11,068 Est. Cost $10.03 Unrealized
GDOT GREEN DOT CORP CL A 0.1%
Value ($000) $93 Shares 1,890 Est. Cost $24.93 Unrealized +35.7%
IRBTQ IROBOT CORP COM 0.1%
Value ($000) $89 Shares 1,060 Est. Cost $49.87 Unrealized +32.0%
KSS KOHLS CORP COM 0.1%
Value ($000) $78 Shares 3,762 Est. Cost $49.56 Unrealized -61.1%
ICHR ICHOR HOLDINGS SHS 0.1%
Value ($000) $77 Shares 2,900 Est. Cost $29.80 Unrealized -23.4%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $73 Shares 7,600 Est. Cost $10.26 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $73 Shares 574 Est. Cost $84.82 Unrealized +13.8%
CMCSA Comcast 0.1%
Value ($000) $71 Shares 1,817 Est. Cost $37.86 Unrealized -13.5%
TSLA Tesla 0.1%
Value ($000) $64 Shares 59 Est. Cost $21.69 Unrealized +149.4%
General Electric 0.1%
Value ($000) $64 Shares 9,408 Est. Cost $11.12 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $64 Shares 279 Est. Cost $34.91 Unrealized +0.9%
AEP American Electric Power 0.1%
Value ($000) $60 Shares 755 Est. Cost $74.24 Unrealized -10.3%
ADBE Adobe 0.1%
Value ($000) $60 Shares 137 Est. Cost $294.23 Unrealized +25.9%
PEP PepsiCo 0.0%
Value ($000) $55 Shares 419 Est. Cost $112.77 Unrealized -1.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $55 Shares 230 Est. Cost $194.62 Unrealized +2.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $53 Shares 416 Est. Cost $103.75 Unrealized -4.1%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $52 Shares 821 Est. Cost $47.96 Unrealized -10.9%
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 0.0%
Value ($000) $52 Shares 597 Est. Cost $87.10 Unrealized
YELP YELP INC CL A 0.0%
Value ($000) $49 Shares 2,125 Est. Cost $33.65 Unrealized -35.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $49 Shares 148 Est. Cost $246.86 Unrealized +16.3%
Twitter 0.0%
Value ($000) $49 Shares 1,650 Est. Cost $32.12 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $49 Shares 514 Est. Cost $110.13 Unrealized -22.3%
XILINX INC COM 0.0%
Value ($000) $49 Shares 498 Est. Cost $96.97 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $48 Shares 1,130 Est. Cost $15.30 Unrealized +8.4%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $47 Shares 328 Est. Cost $143.91 Unrealized -18.1%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $47 Shares 1,047 Est. Cost $44.44 Unrealized -25.7%
FNKO FUNKO INC COM CL A 0.0%
Value ($000) $46 Shares 7,860 Est. Cost $14.98 Unrealized -67.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $45 Shares 1,023 Est. Cost $40.59 Unrealized -20.5%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $44 Shares 249 Est. Cost $165.56 Unrealized -8.8%
EBAY EBAY INC. COM 0.0%
Value ($000) $43 Shares 824 Est. Cost $32.64 Unrealized +17.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $41 Shares 298 Est. Cost $118.59 Unrealized +5.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $39 Shares 69 Est. Cost $187.24 Unrealized -4.3%
CDW CDW CORP COM 0.0%
Value ($000) $38 Shares 328 Est. Cost $122.84 Unrealized -17.6%
BA BOEING CO COM 0.0%
Value ($000) $37 Shares 200 Est. Cost $346.15 Unrealized -55.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $37 Shares 2,232 Est. Cost $26.85 Unrealized -40.8%
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $36 Shares 450 Est. Cost $59.39 Unrealized +11.7%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $34 Shares 600 Est. Cost $49.79 Unrealized -1.4%
ROST ROSS STORES INC COM 0.0%
Value ($000) $33 Shares 389 Est. Cost $105.92 Unrealized -19.1%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $33.88 Unrealized -22.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $31 Shares 260 Est. Cost $116.28 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $29 Shares 545 Est. Cost $53.21 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 186 Est. Cost $155.91 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $29 Shares 263 Est. Cost $132.69 Unrealized -18.7%
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $29 Shares 551 Est. Cost $52.63 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 328 Est. Cost $75.45 Unrealized +4.5%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $28 Shares 470 Est. Cost $36.17 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $28 Shares 169 Est. Cost $165.68 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $27 Shares 108 Est. Cost $238.43 Unrealized
IWB iShares Russell 1000 - ETF 0.0%
Value ($000) $27 Shares 159 Est. Cost $175.82 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $21.59 Unrealized -9.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $183.82 Unrealized +14.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $48.17 Unrealized +10.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $25 Shares 122 Est. Cost $204.92 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $25 Shares 840 Est. Cost $35.71 Unrealized
PYPL PayPal 0.0%
Value ($000) $24 Shares 138 Est. Cost $103.97 Unrealized +32.6%
SPLUNK INC COM 0.0%
Value ($000) $24 Shares 120 Est. Cost $150.00 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,055 Est. Cost $24.32 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $23 Shares 238 Est. Cost $110.41 Unrealized -8.8%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 380 Est. Cost $57.89 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $21 Shares 187 Est. Cost $87.09 Unrealized -8.4%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $21 Shares 612 Est. Cost $36.45 Unrealized -22.2%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $20 Shares 301 Est. Cost $60.42 Unrealized -8.9%
EIX EDISON INTL COM 0.0%
Value ($000) $20 Shares 375 Est. Cost $53.74 Unrealized -17.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 377 Est. Cost $53.05 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $19 Shares 1,703 Est. Cost $14.90 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $19 Shares 741 Est. Cost $24.43 Unrealized -20.6%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $19 Shares 570 Est. Cost $34.36 Unrealized -22.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $19 Shares 64 Est. Cost $236.60 Unrealized +10.4%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $18 Shares 1,120 Est. Cost $46.02 Unrealized -68.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $18 Shares 70 Est. Cost $285.71 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $18 Shares 182 Est. Cost $80.20 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.00 Unrealized -3.3%
FS KKR CAPITAL CORP COM 0.0%
Value ($000) $18 Shares 1,250 Est. Cost $6.20 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $18 Shares 282 Est. Cost $51.71 Unrealized +2.1%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 164 Est. Cost $102.35 Unrealized -4.1%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $17 Shares 1,645 Est. Cost $11.87 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $17 Shares 104 Est. Cost $111.92 Unrealized +28.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 117 Est. Cost $129.31 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 146 Est. Cost $92.51 Unrealized
KEY KeyCorp 0.0%
Value ($000) $16 Shares 1,329 Est. Cost $13.98 Unrealized -36.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 682 Est. Cost $30.88 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $16 Shares 76 Est. Cost $167.26 Unrealized +5.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $16 Shares 62 Est. Cost $196.74 Unrealized +11.9%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $15 Shares 119 Est. Cost $117.65 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $15 Shares 162 Est. Cost $89.91 Unrealized -9.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $56.72 Unrealized -3.7%
ETN Eaton Corp 0.0%
Value ($000) $15 Shares 175 Est. Cost $79.69 Unrealized -6.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $14 Shares 24 Est. Cost $180.64 Unrealized -5.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $14 Shares 43 Est. Cost $25.13 Unrealized -2.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 9 Est. Cost $1931.44 Unrealized -22.5%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $13 Shares 182 Est. Cost $93.76 Unrealized -29.1%
PPG PPG INDS INC COM 0.0%
Value ($000) $13 Shares 123 Est. Cost $112.51 Unrealized -23.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $13 Shares 179 Est. Cost $59.11 Unrealized +5.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $12 Shares 219 Est. Cost $49.55 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $12 Shares 903 Est. Cost $40.04 Unrealized -66.7%
LOCO EL POLLO LOCO HLDGS INC COM 0.0%
Value ($000) $12 Shares 825 Est. Cost $13.97 Unrealized -8.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $12 Shares 240 Est. Cost $48.90 Unrealized -8.5%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $87.05 Unrealized -1.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $12 Shares 332 Est. Cost $51.49 Unrealized -47.2%
T AT&T 0.0%
Value ($000) $11 Shares 359 Est. Cost $18.73 Unrealized -17.3%
ANSYS INC COM 0.0%
Value ($000) $11 Shares 38 Est. Cost $263.16 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $11 Shares 81 Est. Cost $123.46 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $11 Shares 163 Est. Cost $21.78 Unrealized -5.8%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $9.29 Unrealized 0.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $10 Shares 56 Est. Cost $159.02 Unrealized +4.7%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $119.18 Unrealized -21.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $59.26 Unrealized -34.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $10 Shares 163 Est. Cost $47.92 Unrealized 0.0%
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $10 Shares 106 Est. Cost $107.61 Unrealized -19.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $10 Shares 402 Est. Cost $24.88 Unrealized
FOCUS FINL PARTNERS INC COM CL A 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $10 Shares 751 Est. Cost $13.48 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $9 Shares 670 Est. Cost $13.59 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $529.41 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $9 Shares 332 Est. Cost $54.09 Unrealized -54.2%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 449 Est. Cost $19.88 Unrealized -25.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $9 Shares 127 Est. Cost $71.77 Unrealized -12.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $9 Shares 88 Est. Cost $79.55 Unrealized
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value ($000) $8 Shares 677 Est. Cost $12.12 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $8 Shares 253 Est. Cost $43.84 Unrealized -27.9%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $8 Shares 1,137 Est. Cost $6.30 Unrealized
IWM iShares Russell 2000 - ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $109.09 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
ERX DIREXION DAILY ENERGY BULL 2X SHARES 0.0%
Value ($000) $8 Shares 506 Est. Cost $15.81 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $8 Shares 1,300 Est. Cost $6.68 Unrealized -37.1%
TAILORED BRANDS INC COM 0.0%
Value ($000) $8 Shares 8,637 Est. Cost $4.17 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $8 Shares 336 Est. Cost $22.34 Unrealized -10.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $8 Shares 259 Est. Cost $24.85 Unrealized -15.1%
ALLIANZGI DIVIDEND INT & PRMIU COM 0.0%
Value ($000) $8 Shares 682 Est. Cost $9.04 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $102.36 Unrealized +0.9%
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $8 Shares 1,014 Est. Cost $13.86 Unrealized -46.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $60.03 Unrealized -8.7%
ABERDEEN TOTAL DYNAMIC DIVD FD COM SH BEN INT 0.0%
Value ($000) $8 Shares 988 Est. Cost $6.26 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $27.79 Unrealized -26.0%
RY Royal Bank of Canada 0.0%
Value ($000) $7 Shares 105 Est. Cost $80.55 Unrealized -21.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $7 Shares 29 Est. Cost $177.34 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $7 Shares 171 Est. Cost $55.56 Unrealized -26.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $7 Shares 190 Est. Cost $89.75 Unrealized -66.6%
AME AMETEK INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $90.92 Unrealized -11.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7 Shares 257 Est. Cost $25.35 Unrealized -25.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $7 Shares 48 Est. Cost $151.83 Unrealized -13.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $85.74 Unrealized -0.7%
FTNT FORTINET INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $18.82 Unrealized +33.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $431.37 Unrealized -27.1%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $6 Shares 403 Est. Cost $12.55 Unrealized
ADVENT CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $6 Shares 496 Est. Cost $10.42 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $6 Shares 127 Est. Cost $55.80 Unrealized -33.1%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $5 Shares 102 Est. Cost $54.29 Unrealized -11.1%
LNN LINDSAY CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.42 Unrealized +1.0%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $5 Shares 179 Est. Cost $51.29 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $5 Shares 105 Est. Cost $39.09 Unrealized -9.9%
ULTA Ulta Beauty 0.0%
Value ($000) $5 Shares 26 Est. Cost $244.35 Unrealized -12.0%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $5 Shares 184 Est. Cost $25.11 Unrealized -32.6%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $77.79 Unrealized -20.2%
DLR Digital Realty Trust 0.0%
Value ($000) $5 Shares 34 Est. Cost $99.45 Unrealized +17.0%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $4 Shares 432 Est. Cost $9.45 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 69 Est. Cost $23.85 Unrealized -13.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $4 Shares 12 Est. Cost $274.07 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $310.51 Unrealized +6.4%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $4 Shares 280 Est. Cost $14.44 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
ABT Abbott Labs 0.0%
Value ($000) $4 Shares 42 Est. Cost $75.31 Unrealized +8.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $177.67 Unrealized +2.5%
DDD 3-D Systems 0.0%
Value ($000) $4 Shares 517 Est. Cost $8.68 Unrealized -13.8%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $4 Shares 385 Est. Cost $10.39 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $4 Shares 30 Est. Cost $103.40 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $4 Shares 19 Est. Cost $155.73 Unrealized +2.9%
ALLIANCEBERNSTEIN NATL MUNI IN COM 0.0%
Value ($000) $4 Shares 293 Est. Cost $13.79 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $4 Shares 683 Est. Cost $4.51 Unrealized
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $4 Shares 166 Est. Cost $18.51 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.65 Unrealized -20.1%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $27.48 Unrealized -12.9%
WELLS FARGO GLOBAL DIVIDEND OP COM 0.0%
Value ($000) $3 Shares 593 Est. Cost $3.56 Unrealized
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $3 Shares 420 Est. Cost $4.95 Unrealized
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $104.50 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $71.36 Unrealized -23.2%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.38 Unrealized +12.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $116.75 Unrealized 0.0%
ITOT iShares Core S&P Total US Stock Market - ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.71 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $229.39 Unrealized +18.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 64 Est. Cost $44.56 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $3 Shares 272 Est. Cost $7.64 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $3 Shares 240 Est. Cost $12.81 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $153.85 Unrealized
Perspecta Inc. 0.0%
Value ($000) $2 Shares 67 Est. Cost $24.59 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $2 Shares 155 Est. Cost $6.95 Unrealized
BCE BCE Inc 0.0%
Value ($000) $2 Shares 55 Est. Cost $31.73 Unrealized -11.5%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $2 Shares 80 Est. Cost $1.50 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.57 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $23.26 Unrealized +23.7%
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $2 Shares 423 Est. Cost $4.85 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $86.78 Unrealized -34.7%
KO COCA COLA CO COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.72 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $2 Shares 248 Est. Cost $8.23 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.84 Unrealized +12.2%
CLF CLEVELAND CLIFFS INC COM 0.0%
Value ($000) $2 Shares 384 Est. Cost $6.85 Unrealized -29.0%
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
WELLS FARGO INCOME OPPORTUNITI WF INC OPPTY FD 0.0%
Value ($000) $2 Shares 216 Est. Cost $4.89 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.67 Unrealized +33.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $168.73 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 153 Est. Cost $28.37 Unrealized -57.3%
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $2 Shares 213 Est. Cost $9.65 Unrealized
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value ($000) $2 Shares 172 Est. Cost $11.90 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.44 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $1 Shares 112 Est. Cost $8.93 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.62 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $13.32 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.72 Unrealized
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost Unrealized
FIRST TR HIGH INCOME L/S FD COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.99 Unrealized
GENERAL AMERN INVS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $1 Shares 113 Est. Cost $9.08 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.17 Unrealized
SPG Simon Property Group 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.50 Unrealized -57.2%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $1 Shares 85 Est. Cost $19.92 Unrealized -15.1%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 198 Est. Cost $6.86 Unrealized -32.4%
T-MOBILE US INC RT 0.0%
Value ($000) $1 Shares 3,887 Est. Cost $0.26 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 152 Est. Cost $6.58 Unrealized
Royal Dutch Shell 0.0%
Value ($000) $1 Shares 32 Est. Cost $59.07 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.13 Unrealized 0.0%
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.43 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.23 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $11.11 Unrealized
KITOV PHARMA LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $11.38 Unrealized -38.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 136 Est. Cost $7.35 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.69 Unrealized
WESTERN ASSET GLOBAL HIGH INCO COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $12.65 Unrealized
COHEN & STEERS REIT & PFD &INM COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.24 Unrealized
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.80 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.48 Unrealized 0.0%
BMO Bank of Montreal 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.88 Unrealized -30.6%
Micro Focus Int'l PLC 0.0%
Value ($000) $1 Shares 187 Est. Cost $13.99 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $1 Shares 117 Est. Cost $8.77 Unrealized
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value ($000) $1 Shares 58 Est. Cost Unrealized
BOULDER GROWTH & INCOME FD INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.98 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.43 Unrealized
XPMAX PIONEER MUN HIGH INCOME ADVANT COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $0 Shares 29 Est. Cost Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 64 Est. Cost $10.19 Unrealized -52.1%
BLACKROCK MUNIHLDS INVSTM QLTY COM 0.0%
Value ($000) $0 Shares 25 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
ABERDEEN GLOBAL DYNAMIC DIVID COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
MACQUARIE GLOBAL INFRASTRUCTUR COM 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.97 Unrealized -19.9%
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Westrock 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.91 Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $0 Shares 49 Est. Cost Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.14 Unrealized -0.4%
XPHDX PIONEER FLOATING RATE TR COM 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
TORTOISE ESSENTIAL ASSETS INCO COM SH BEN INT 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
VOYA PRIME RATE TR SH BEN INT 0.0%
Value ($000) $0 Shares 116 Est. Cost Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized