JACKSON SQUARE CAPITAL, LLC Diversified Active

CIK: 0001812178 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 18, 2020

Total Value ($000): $197,973 (100.0% shares, 0.0% debt)

Holdings (336)

AMZN AMAZON COM INC 4.4%
Value ($000) $8,646 Shares 3,134 Est. Cost $89.22 Unrealized +35.4%
MSFT MICROSOFT CORP 4.2%
Value ($000) $8,259 Shares 40,583 Est. Cost $140.89 Unrealized +22.8%
AAPL APPLE INC 4.0%
Value ($000) $7,894 Shares 21,638 Est. Cost $63.01 Unrealized +19.2%
DOCU DOCUSIGN INC 3.2%
Value ($000) $6,392 Shares 37,119 Est. Cost $68.71 Unrealized +83.4%
OKTA OKTA INC 2.4%
Value ($000) $4,846 Shares 24,202 Est. Cost $115.13 Unrealized +47.5%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $4,785 Shares 12,594 Est. Cost $5.31 Unrealized +51.9%
RNG RINGCENTRAL INC 2.4%
Value ($000) $4,722 Shares 16,568 Est. Cost $172.05 Unrealized +47.0%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $4,579 Shares 26,283 Est. Cost $104.75 Unrealized +31.6%
AVALARA INC 2.3%
Value ($000) $4,497 Shares 33,790 Est. Cost $87.10 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $4,365 Shares 3,078 Est. Cost $64.02 Unrealized +4.5%
MU MICRON TECHNOLOGY INC 2.1%
Value ($000) $4,172 Shares 80,980 Est. Cost $46.59 Unrealized -1.3%
V VISA INC 2.1%
Value ($000) $4,080 Shares 21,122 Est. Cost $172.55 Unrealized +1.7%
ABT ABBOTT LABS 2.0%
Value ($000) $3,872 Shares 42,345 Est. Cost $75.75 Unrealized +8.2%
SPLUNK INC 2.0%
Value ($000) $3,865 Shares 19,451 Est. Cost $165.87 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 1.9%
Value ($000) $3,805 Shares 15,008 Est. Cost $90.58 Unrealized +98.6%
AVGO BROADCOM INC 1.9%
Value ($000) $3,770 Shares 11,945 Est. Cost $25.45 Unrealized -3.6%
DXCM DEXCOM INC 1.8%
Value ($000) $3,600 Shares 8,879 Est. Cost $56.57 Unrealized +58.1%
CRM SALESFORCE COM INC 1.8%
Value ($000) $3,529 Shares 18,837 Est. Cost $156.45 Unrealized +6.4%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $3,505 Shares 9,673 Est. Cost $299.83 Unrealized +10.2%
CCI CROWN CASTLE INTL CORP NEW 1.7%
Value ($000) $3,434 Shares 20,521 Est. Cost $106.19 Unrealized +17.8%
NET CLOUDFLARE INC 1.7%
Value ($000) $3,430 Shares 95,400 Est. Cost $25.84 Unrealized +8.1%
DHR DANAHER CORPORATION 1.7%
Value ($000) $3,296 Shares 18,637 Est. Cost $124.36 Unrealized +12.6%
NICE NICE LTD 1.6%
Value ($000) $3,266 Shares 17,256 Est. Cost $155.16 Unrealized
LLY LILLY ELI & CO 1.6%
Value ($000) $3,241 Shares 19,740 Est. Cost $124.37 Unrealized +15.7%
ADBE ADOBE INC 1.5%
Value ($000) $2,984 Shares 6,854 Est. Cost $353.54 Unrealized +4.8%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $2,872 Shares 48,842 Est. Cost $48.24 Unrealized -0.6%
LAM RESEARCH CORP 1.4%
Value ($000) $2,842 Shares 8,786 Est. Cost $297.89 Unrealized
MRK MERCK & CO. INC 1.4%
Value ($000) $2,800 Shares 36,211 Est. Cost $64.33 Unrealized -2.3%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $2,563 Shares 8,669 Est. Cost $272.67 Unrealized +0.2%
HON HONEYWELL INTL INC 1.3%
Value ($000) $2,478 Shares 17,140 Est. Cost $141.81 Unrealized -16.9%
FIS FIDELITY NATL INFORMATION SV 1.2%
Value ($000) $2,414 Shares 18,005 Est. Cost $117.89 Unrealized -1.0%
LULU LULULEMON ATHLETICA INC 1.2%
Value ($000) $2,298 Shares 7,366 Est. Cost $252.70 Unrealized +1.2%
ABBV ABBVIE INC 1.2%
Value ($000) $2,278 Shares 23,206 Est. Cost $70.41 Unrealized +0.1%
CDNS CADENCE DESIGN SYSTEM INC 1.1%
Value ($000) $2,265 Shares 23,604 Est. Cost $83.13 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,247 Shares 12,589 Est. Cost $217.17 Unrealized -15.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,083 Shares 6,755 Est. Cost $321.89 Unrealized
META FACEBOOK INC 1.0%
Value ($000) $2,005 Shares 8,829 Est. Cost $192.35 Unrealized +7.8%
CHTR CHARTER COMMUNICATIONS INC N 1.0%
Value ($000) $1,961 Shares 3,844 Est. Cost $460.22 Unrealized +10.2%
HD HOME DEPOT INC 1.0%
Value ($000) $1,905 Shares 7,604 Est. Cost $195.49 Unrealized +2.2%
DG DOLLAR GEN CORP NEW 1.0%
Value ($000) $1,883 Shares 9,885 Est. Cost $163.06 Unrealized +2.5%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,729 Shares 37,068 Est. Cost $38.56 Unrealized -4.0%
FIVN FIVE9 INC 0.9%
Value ($000) $1,711 Shares 15,459 Est. Cost $97.33 Unrealized 0.0%
CIEN CIENA CORP 0.8%
Value ($000) $1,662 Shares 30,680 Est. Cost $40.37 Unrealized +23.1%
DYNAVAX TECHNOLOGIES CORP 0.8%
Value ($000) $1,531 Shares 172,555 Est. Cost $4.93 Unrealized
WDAY WORKDAY INC 0.8%
Value ($000) $1,487 Shares 7,936 Est. Cost $161.66 Unrealized -0.0%
CVGW CALAVO GROWERS INC 0.7%
Value ($000) $1,415 Shares 22,500 Est. Cost $77.28 Unrealized -31.4%
INTC INTEL CORP 0.7%
Value ($000) $1,408 Shares 23,534 Est. Cost $50.53 Unrealized +5.3%
PEP PEPSICO INC 0.7%
Value ($000) $1,352 Shares 10,220 Est. Cost $112.62 Unrealized -1.6%
NTAP NETAPP INC 0.7%
Value ($000) $1,331 Shares 30,000 Est. Cost $49.33 Unrealized -24.9%
PODD INSULET CORP 0.7%
Value ($000) $1,302 Shares 6,701 Est. Cost $172.37 Unrealized +10.9%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $1,287 Shares 33,027 Est. Cost $37.86 Unrealized -13.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,249 Shares 22,654 Est. Cost $42.79 Unrealized -4.8%
NKE NIKE INC 0.6%
Value ($000) $1,241 Shares 12,654 Est. Cost $86.73 Unrealized -1.5%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $980 Shares 10,419 Est. Cost $84.94 Unrealized -3.8%
MDB MONGODB INC 0.4%
Value ($000) $873 Shares 3,859 Est. Cost $131.29 Unrealized +41.1%
KLAC KLA CORP 0.4%
Value ($000) $871 Shares 4,478 Est. Cost $158.28 Unrealized +1.3%
PD PAGERDUTY INC 0.4%
Value ($000) $795 Shares 27,787 Est. Cost $24.11 Unrealized 0.0%
ALTERYX INC 0.4%
Value ($000) $787 Shares 4,789 Est. Cost $104.98 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $774 Shares 8,697 Est. Cost $93.73 Unrealized -13.9%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $759 Shares 7,088 Est. Cost $87.43 Unrealized +15.0%
GOOG ALPHABET INC 0.4%
Value ($000) $746 Shares 528 Est. Cost $64.05 Unrealized +4.6%
BMRN BIOMARIN PHARMACEUTICAL INC 0.3%
Value ($000) $676 Shares 5,478 Est. Cost $99.39 Unrealized 0.0%
QRVO QORVO INC 0.3%
Value ($000) $671 Shares 6,073 Est. Cost $100.02 Unrealized -0.9%
IAC INTERACTIVECORP 0.3%
Value ($000) $553 Shares 1,709 Est. Cost $249.18 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $545 Shares 2,200 Est. Cost $214.46 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $541 Shares 5,395 Est. Cost $80.20 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $531 Shares 4,433 Est. Cost $36.38 Unrealized +4.6%
TRS TRIMAS CORP 0.3%
Value ($000) $530 Shares 22,122 Est. Cost $30.84 Unrealized -25.5%
EQIX EQUINIX INC 0.3%
Value ($000) $523 Shares 745 Est. Cost $553.53 Unrealized +10.0%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $516 Shares 4,078 Est. Cost $107.52 Unrealized -1.2%
PRINCIPIA BIOPHARMA INC 0.3%
Value ($000) $508 Shares 8,495 Est. Cost $59.33 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $473 Shares 10,592 Est. Cost $40.28 Unrealized -3.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $425 Shares 4,639 Est. Cost $85.74 Unrealized -0.7%
TMUS T-MOBILE US INC 0.2%
Value ($000) $412 Shares 3,952 Est. Cost $92.61 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $403 Shares 7,584 Est. Cost $17.44 Unrealized 0.0%
PPG PPG INDS INC 0.2%
Value ($000) $396 Shares 3,736 Est. Cost $86.36 Unrealized 0.0%
ASND ASCENDIS PHARMA A S 0.2%
Value ($000) $382 Shares 2,586 Est. Cost $140.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $373 Shares 3,571 Est. Cost $91.61 Unrealized
TRICIDA INC 0.2%
Value ($000) $362 Shares 13,158 Est. Cost $37.77 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $362 Shares 5,869 Est. Cost $33.97 Unrealized +46.8%
IHI ISHARES TR 0.2%
Value ($000) $361 Shares 1,364 Est. Cost $264.11 Unrealized
CLOUDERA INC 0.2%
Value ($000) $356 Shares 28,000 Est. Cost $11.63 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $353 Shares 619 Est. Cost $187.24 Unrealized -4.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $352 Shares 1,375 Est. Cost $233.99 Unrealized +0.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $347 Shares 1,177 Est. Cost $261.11 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $334 Shares 8,959 Est. Cost $30.71 Unrealized 0.0%
FISV FISERV INC 0.2%
Value ($000) $329 Shares 3,373 Est. Cost $111.08 Unrealized -9.3%
IWM ISHARES TR 0.2%
Value ($000) $325 Shares 2,269 Est. Cost $156.83 Unrealized
BURL BURLINGTON STORES INC 0.2%
Value ($000) $322 Shares 1,633 Est. Cost $205.85 Unrealized -8.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $320 Shares 971 Est. Cost $246.86 Unrealized +16.3%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $310 Shares 3,098 Est. Cost $101.46 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $296 Shares 1,552 Est. Cost $175.25 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $289 Shares 3,867 Est. Cost $38.15 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $273 Shares 7,800 Est. Cost $35.00 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $264 Shares 5,300 Est. Cost $52.56 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $260 Shares 2,124 Est. Cost $100.85 Unrealized -1.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $258 Shares 2,160 Est. Cost $102.65 Unrealized -1.1%
ROKU ROKU INC 0.1%
Value ($000) $247 Shares 2,122 Est. Cost $136.11 Unrealized -16.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $239 Shares 2,773 Est. Cost $75.75 Unrealized +2.5%
CF CF INDS HLDGS INC 0.1%
Value ($000) $236 Shares 8,404 Est. Cost $26.91 Unrealized -7.5%
DVY ISHARES TR 0.1%
Value ($000) $232 Shares 2,878 Est. Cost $87.62 Unrealized
AXTA AXALTA COATING SYS LTD 0.1%
Value ($000) $231 Shares 10,223 Est. Cost $20.46 Unrealized 0.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $229 Shares 7,152 Est. Cost $30.00 Unrealized -3.6%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $229 Shares 3,295 Est. Cost $51.75 Unrealized -0.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $227 Shares 2,034 Est. Cost $111.30 Unrealized -3.1%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $227 Shares 1,606 Est. Cost $111.51 Unrealized +1.1%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $225 Shares 1,376 Est. Cost $145.71 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $218 Shares 2,673 Est. Cost $81.56 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $212 Shares 1,509 Est. Cost $117.99 Unrealized +5.3%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $207 Shares 1,222 Est. Cost $162.94 Unrealized -2.5%
MGM GROWTH PPTYS LLC 0.1%
Value ($000) $202 Shares 7,422 Est. Cost $26.57 Unrealized
VMWARE INC 0.1%
Value ($000) $185 Shares 1,197 Est. Cost $154.17 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $180 Shares 6,398 Est. Cost $31.60 Unrealized -11.1%
MET METLIFE INC 0.1%
Value ($000) $177 Shares 4,857 Est. Cost $28.97 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $171 Shares 3,506 Est. Cost $42.42 Unrealized -1.8%
QTS RLTY TR INC 0.1%
Value ($000) $169 Shares 2,630 Est. Cost $63.14 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $167 Shares 1,000 Est. Cost $143.00 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $163 Shares 400 Est. Cost $22.50 Unrealized +34.0%
DOV DOVER CORP 0.1%
Value ($000) $146 Shares 1,507 Est. Cost $85.58 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $143 Shares 666 Est. Cost $175.56 Unrealized -0.5%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $142 Shares 1,936 Est. Cost $87.12 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $139 Shares 577 Est. Cost $198.67 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $137 Shares 1,504 Est. Cost $72.20 Unrealized -1.7%
STAG STAG INDL INC 0.1%
Value ($000) $124 Shares 4,228 Est. Cost $27.71 Unrealized
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $119 Shares 9,315 Est. Cost $12.58 Unrealized -4.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $112 Shares 2,128 Est. Cost $36.81 Unrealized +44.0%
PSX PHILLIPS 66 0.1%
Value ($000) $111 Shares 1,548 Est. Cost $56.22 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $111 Shares 3,677 Est. Cost $18.86 Unrealized -17.9%
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $110 Shares 3,000 Est. Cost $29.33 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $109 Shares 1,617 Est. Cost $71.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $108 Shares 616 Est. Cost $145.21 Unrealized -1.6%
ATLASSIAN CORP PLC 0.1%
Value ($000) $107 Shares 595 Est. Cost $122.51 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $106 Shares 4,453 Est. Cost $22.81 Unrealized -9.8%
VFC V F CORP 0.1%
Value ($000) $103 Shares 1,698 Est. Cost $67.78 Unrealized -14.1%
SNPS SYNOPSYS INC 0.1%
Value ($000) $103 Shares 530 Est. Cost $165.04 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $100 Shares 655 Est. Cost $139.25 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $100 Shares 480 Est. Cost $193.75 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $97 Shares 792 Est. Cost $108.45 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $97 Shares 576 Est. Cost $149.35 Unrealized -5.3%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $92 Shares 326 Est. Cost $243.64 Unrealized
UPWK UPWORK INC 0.0%
Value ($000) $91 Shares 6,328 Est. Cost $12.60 Unrealized -16.7%
WAT WATERS CORP 0.0%
Value ($000) $90 Shares 500 Est. Cost $220.88 Unrealized -14.4%
TWLO TWILIO INC 0.0%
Value ($000) $88 Shares 400 Est. Cost $102.13 Unrealized +57.2%
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $88 Shares 12,207 Est. Cost $6.60 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $81 Shares 209 Est. Cost $300.46 Unrealized +18.4%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $77 Shares 787 Est. Cost $76.87 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $77 Shares 170 Est. Cost $33.24 Unrealized +28.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $74 Shares 1,141 Est. Cost $54.52 Unrealized -3.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $73 Shares 395 Est. Cost $171.93 Unrealized -6.4%
IGV ISHARES TR 0.0%
Value ($000) $68 Shares 239 Est. Cost $234.66 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $66 Shares 860 Est. Cost $51.27 Unrealized +19.9%
BLACKROCK INC 0.0%
Value ($000) $64 Shares 118 Est. Cost $527.14 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $62 Shares 261 Est. Cost $182.67 Unrealized +4.9%
ETN EATON CORP PLC 0.0%
Value ($000) $55 Shares 630 Est. Cost $75.38 Unrealized -0.8%
NANOSTRING TECHNOLOGIES INC 0.0%
Value ($000) $54 Shares 1,843 Est. Cost $28.11 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $52 Shares 787 Est. Cost $58.48 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $51 Shares 1,660 Est. Cost $23.81 Unrealized +16.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $51 Shares 237 Est. Cost $211.66 Unrealized
OPTU ALTICE USA INC 0.0%
Value ($000) $49 Shares 2,158 Est. Cost $24.53 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $46 Shares 192 Est. Cost $162.05 Unrealized +21.3%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $44 Shares 149 Est. Cost $219.47 Unrealized +24.9%
HSY HERSHEY CO 0.0%
Value ($000) $43 Shares 335 Est. Cost $128.44 Unrealized -8.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $42 Shares 299 Est. Cost $99.45 Unrealized +17.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $42 Shares 456 Est. Cost $92.57 Unrealized -11.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $40 Shares 637 Est. Cost $58.27 Unrealized +11.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $39 Shares 328 Est. Cost $131.26 Unrealized -16.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $37 Shares 102 Est. Cost $324.81 Unrealized -0.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $36 Shares 711 Est. Cost $45.89 Unrealized -2.9%
SNAP SNAP INC 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $17.78 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $34 Shares 184 Est. Cost $146.74 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $34 Shares 177 Est. Cost $177.29 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $33 Shares 120 Est. Cost $250.00 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $32 Shares 433 Est. Cost $75.30 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $31 Shares 242 Est. Cost $110.07 Unrealized -4.3%
TENB TENABLE HLDGS INC 0.0%
Value ($000) $31 Shares 1,045 Est. Cost $27.17 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $30 Shares 235 Est. Cost $108.00 Unrealized +3.6%
KELLOGG CO 0.0%
Value ($000) $30 Shares 448 Est. Cost $49.60 Unrealized -0.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $30 Shares 596 Est. Cost $51.50 Unrealized -9.4%
NVS NOVARTIS AG 0.0%
Value ($000) $29 Shares 336 Est. Cost $93.91 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $29 Shares 1,446 Est. Cost $20.88 Unrealized -22.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $29 Shares 606 Est. Cost $43.82 Unrealized -7.1%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $29 Shares 370 Est. Cost $78.38 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $29 Shares 272 Est. Cost $63.90 Unrealized +19.8%
DHS WISDOMTREE TR 0.0%
Value ($000) $28 Shares 455 Est. Cost $77.22 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $27 Shares 241 Est. Cost $92.83 Unrealized -14.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $26 Shares 436 Est. Cost $53.00 Unrealized -3.3%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $24 Shares 312 Est. Cost $54.80 Unrealized +8.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $24 Shares 1,308 Est. Cost $16.84 Unrealized -8.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $50.17 Unrealized +3.6%
CYRUSONE INC 0.0%
Value ($000) $24 Shares 335 Est. Cost $65.67 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $23 Shares 643 Est. Cost $45.85 Unrealized -31.1%
ENDO INTL PLC 0.0%
Value ($000) $22 Shares 6,400 Est. Cost $4.69 Unrealized
PENN PENN NATL GAMING INC 0.0%
Value ($000) $22 Shares 732 Est. Cost $22.90 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $9.04 Unrealized +8.5%
PFE PFIZER INC 0.0%
Value ($000) $21 Shares 645 Est. Cost $26.71 Unrealized -2.7%
VIRT VIRTU FINL INC 0.0%
Value ($000) $21 Shares 886 Est. Cost $18.47 Unrealized +26.5%
LINDE PLC 0.0%
Value ($000) $21 Shares 97 Est. Cost $175.26 Unrealized
KR KROGER CO 0.0%
Value ($000) $21 Shares 620 Est. Cost $23.26 Unrealized +23.7%
DT DYNATRACE INC 0.0%
Value ($000) $21 Shares 517 Est. Cost $32.91 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $20 Shares 128 Est. Cost $150.29 Unrealized -5.1%
UNILEVER N V 0.0%
Value ($000) $20 Shares 375 Est. Cost $56.32 Unrealized
NUVASIVE INC 0.0%
Value ($000) $19 Shares 333 Est. Cost $78.08 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $19 Shares 161 Est. Cost $149.07 Unrealized
CALX CALIX INC 0.0%
Value ($000) $18 Shares 1,195 Est. Cost $7.45 Unrealized +54.1%
SDY SPDR SER TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $107.81 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $17 Shares 140 Est. Cost $31.21 Unrealized +10.2%
UNILEVER PLC 0.0%
Value ($000) $17 Shares 317 Est. Cost $56.78 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $17 Shares 145 Est. Cost $99.16 Unrealized -1.0%
ICLR ICON PLC 0.0%
Value ($000) $17 Shares 102 Est. Cost $154.22 Unrealized +2.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $333.07 Unrealized +4.0%
UI UBIQUITI INC 0.0%
Value ($000) $16 Shares 90 Est. Cost $161.27 Unrealized +4.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $15 Shares 16 Est. Cost $33.82 Unrealized +105.2%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 429 Est. Cost $34.97 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $15 Shares 335 Est. Cost $52.07 Unrealized -33.1%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $15 Shares 40 Est. Cost $331.87 Unrealized +0.6%
IHS MARKIT LTD 0.0%
Value ($000) $15 Shares 205 Est. Cost $75.44 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $15 Shares 13 Est. Cost $1154.84 Unrealized -8.8%
ORCL ORACLE CORP 0.0%
Value ($000) $15 Shares 272 Est. Cost $50.44 Unrealized -2.9%
CSX CSX CORP 0.0%
Value ($000) $15 Shares 221 Est. Cost $21.78 Unrealized -5.8%
CELC CELCUITY INC 0.0%
Value ($000) $15 Shares 2,223 Est. Cost $13.09 Unrealized -46.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $14 Shares 53 Est. Cost $284.15 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $14 Shares 221 Est. Cost $130.28 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $142.41 Unrealized +7.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $14 Shares 23 Est. Cost $340.64 Unrealized +65.7%
FTV FORTIVE CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.01 Unrealized -13.4%
IWS ISHARES TR 0.0%
Value ($000) $14 Shares 186 Est. Cost $75.27 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $14 Shares 320 Est. Cost $35.85 Unrealized -4.7%
COOPER COS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $320.00 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $280.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $13 Shares 234 Est. Cost $55.99 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $12 Shares 176 Est. Cost $29.37 Unrealized +11.1%
BA BOEING CO 0.0%
Value ($000) $12 Shares 67 Est. Cost $203.78 Unrealized -24.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $12 Shares 37 Est. Cost $242.13 Unrealized +13.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 12 Est. Cost $616.66 Unrealized +21.6%
ZENDESK INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $76.47 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $11 Shares 316 Est. Cost $36.01 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $11 Shares 29 Est. Cost $290.32 Unrealized
BCE BCE INC 0.0%
Value ($000) $11 Shares 270 Est. Cost $31.73 Unrealized -11.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 149 Est. Cost $74.48 Unrealized -10.9%
RMD RESMED INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $136.79 Unrealized +14.0%
DE DEERE & CO 0.0%
Value ($000) $10 Shares 63 Est. Cost $152.31 Unrealized -11.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $10 Shares 39 Est. Cost $183.82 Unrealized +14.5%
INTU INTUIT 0.0%
Value ($000) $10 Shares 35 Est. Cost $251.45 Unrealized +5.3%
IYH ISHARES TR 0.0%
Value ($000) $9 Shares 42 Est. Cost $209.68 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $9 Shares 179 Est. Cost $35.21 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $9 Shares 75 Est. Cost $138.44 Unrealized -23.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $9 Shares 130 Est. Cost $60.01 Unrealized -8.7%
CANADIAN PAC RY LTD 0.0%
Value ($000) $9 Shares 37 Est. Cost $256.41 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $9 Shares 263 Est. Cost $37.10 Unrealized -26.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $9 Shares 113 Est. Cost $69.56 Unrealized -1.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.68 Unrealized -22.1%
DSI ISHARES TR 0.0%
Value ($000) $8 Shares 64 Est. Cost $122.22 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $8 Shares 49 Est. Cost $124.15 Unrealized -1.7%
ALC ALCON AG 0.0%
Value ($000) $7 Shares 126 Est. Cost $56.54 Unrealized -1.3%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $7 Shares 95 Est. Cost $63.53 Unrealized +6.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $40.89 Unrealized -32.2%
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 135 Est. Cost $71.12 Unrealized -41.3%
DEO DIAGEO P L C 0.0%
Value ($000) $7 Shares 50 Est. Cost $165.22 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $25.47 Unrealized -25.4%
SNN SMITH & NEPHEW GROUP PLC 0.0%
Value ($000) $7 Shares 181 Est. Cost $46.28 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.19 Unrealized -21.9%
CBZ CBIZ INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.02 Unrealized -12.8%
C CITIGROUP INC 0.0%
Value ($000) $6 Shares 115 Est. Cost $54.19 Unrealized -28.6%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $6 Shares 21 Est. Cost $271.52 Unrealized +2.8%
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $142.86 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $6 Shares 134 Est. Cost $47.16 Unrealized -30.2%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $6 Shares 1,750 Est. Cost $2.86 Unrealized
BIO BIO RAD LABS INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $352.55 Unrealized +25.2%
IYZ ISHARES TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.07 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $6 Shares 7 Est. Cost $722.02 Unrealized +3.0%
MMM 3M CO 0.0%
Value ($000) $6 Shares 40 Est. Cost $111.76 Unrealized -8.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $6 Shares 80 Est. Cost $59.11 Unrealized +5.5%
CERNER CORP 0.0%
Value ($000) $6 Shares 94 Est. Cost $74.47 Unrealized
STE STERIS PLC 0.0%
Value ($000) $6 Shares 40 Est. Cost $139.54 Unrealized +3.8%
LOW LOWES COS INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $98.27 Unrealized +5.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $6 Shares 39 Est. Cost $144.98 Unrealized -14.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $298.07 Unrealized +8.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $6 Shares 130 Est. Cost $61.54 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $6 Shares 5,107 Est. Cost $1.17 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $6 Shares 117 Est. Cost $57.17 Unrealized -15.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $92.35 Unrealized -16.8%
RACE FERRARI N V 0.0%
Value ($000) $5 Shares 30 Est. Cost $161.23 Unrealized -0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $5 Shares 110 Est. Cost $59.35 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $5 Shares 47 Est. Cost $139.39 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $119.29 Unrealized -21.6%
DOW DOW INC 0.0%
Value ($000) $5 Shares 112 Est. Cost $36.70 Unrealized -26.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $28.79 Unrealized -13.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $229.39 Unrealized +18.2%
ADC AGREE REALTY CORP 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.43 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 51 Est. Cost $72.71 Unrealized -7.0%
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 19 Est. Cost $126.12 Unrealized -10.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $3 Shares 72 Est. Cost $44.44 Unrealized +6.1%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $3 Shares 392 Est. Cost $10.20 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 108 Est. Cost $22.63 Unrealized +2.0%
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $3 Shares 81 Est. Cost $39.06 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $3 Shares 187 Est. Cost $10.31 Unrealized -23.4%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $3 Shares 40 Est. Cost $65.34 Unrealized +1.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3 Shares 19 Est. Cost $145.09 Unrealized -12.5%
KALA PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 260 Est. Cost $2.56 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $303.47 Unrealized -0.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 57 Est. Cost $87.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 58 Est. Cost $44.50 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.85 Unrealized +0.3%
VARIAN MED SYS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $140.10 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $118.09 Unrealized +5.4%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $56.57 Unrealized +58.1%
GNTX GENTEX CORP 0.0%
Value ($000) $2 Shares 86 Est. Cost $27.77 Unrealized -9.8%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.69 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $2 Shares 142 Est. Cost $20.66 Unrealized -25.3%
CENTURYLINK INC 0.0%
Value ($000) $2 Shares 165 Est. Cost $12.12 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.69 Unrealized -18.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $2 Shares 200 Est. Cost $5.31 Unrealized +51.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $104.75 Unrealized +31.6%
ALTERYX INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $104.98 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $1 Shares 201 Est. Cost $14.93 Unrealized
CGBD TCG BDC INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $6.24 Unrealized -37.6%
GLADSTONE CAPITAL CORP 0.0%
Value ($000) $1 Shares 112 Est. Cost $8.93 Unrealized
T-MOBILE US INC 0.0%
Value ($000) $1 Shares 3,952 Est. Cost $0.25 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $1 Shares 72 Est. Cost $13.89 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.84 Unrealized -27.9%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $1 Shares 114 Est. Cost $9.64 Unrealized -33.2%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $24.43 Unrealized -20.6%
NICE NICE LTD 0.0%
Value ($000) $1 Shares 300 Est. Cost $155.16 Unrealized
NTNX NUTANIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $29.53 Unrealized -29.9%
MEDALLIA INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $81.37 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 200 Est. Cost $90.58 Unrealized +98.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $1 Shares 13 Est. Cost $103.80 Unrealized -2.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.26 Unrealized -25.2%
ANAPLAN INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.44 Unrealized -2.2%
BED BATH & BEYOND INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.71 Unrealized
TILRAY INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
TRTX TPG RE FIN TR INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $19.23 Unrealized