WFA of San Diego, LLC Quant / Systematic

CIK: 0001821407 · Show all filings

Period: Q2 2020 (Next →)

Filing Date: Aug 27, 2020

Total Value ($000): $392,200

Holdings (277)

PG PROCTER & GAMBLE CO COM 10.1%
Value ($000) $39,722 Shares 315,312 Est. Cost $101.53 Unrealized 0.0%
CHE CHEMED CORPORATION NEW 7.1%
Value ($000) $27,830 Shares 58,342 Est. Cost $438.28 Unrealized 0.0%
AAPL APPLE INC COM 6.0%
Value ($000) $23,600 Shares 74,653 Est. Cost $75.09 Unrealized 0.0%
VTI Vanguard Total Stock Mkt Viper 3.8%
Value ($000) $14,719 Shares 94,034 Est. Cost $156.53 Unrealized
META FACEBOOK INC COM CL A 2.4%
Value ($000) $9,532 Shares 43,138 Est. Cost $207.33 Unrealized 0.0%
JPST JPMorgan Ultra Short Income 2.3%
Value ($000) $9,203 Shares 181,406 Est. Cost $50.73 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $9,023 Shares 54,484 Est. Cost $173.06 Unrealized 0.0%
SPLV Invesco S&P 500 Low Volatility 1.6%
Value ($000) $6,393 Shares 128,683 Est. Cost $49.68 Unrealized
ADME ETF SERIES SOLUTIONS APTUS DRAWDOWN ETF 1.6%
Value ($000) $6,197 Shares 199,350 Est. Cost $31.09 Unrealized
BAC BANK OF AMERICA CORPORATION COM 1.5%
Value ($000) $5,978 Shares 174,407 Est. Cost $20.57 Unrealized 0.0%
HDV ISHARES TRUST CORE HIGH DV ETF 1.5%
Value ($000) $5,852 Shares 59,712 Est. Cost $98.00 Unrealized
Invesco 2020 HY Bulletshares 1.4%
Value ($000) $5,565 Shares 239,043 Est. Cost $23.28 Unrealized
FVD FIRST TST VALUE LI SHS ETF 1.4%
Value ($000) $5,485 Shares 151,877 Est. Cost $36.11 Unrealized
SPTL SPDR SERIES TRUST PORTFOLIO LN TSR ETF 1.4%
Value ($000) $5,455 Shares 140,311 Est. Cost $38.88 Unrealized
SCHB Schwab US Broad Mkt ETF 1.0%
Value ($000) $3,975 Shares 54,102 Est. Cost $73.47 Unrealized
INTC INTEL CORP COM 1.0%
Value ($000) $3,975 Shares 65,697 Est. Cost $53.20 Unrealized 0.0%
SYBT STOCK YDS BANCORP INCORPORATED 1.0%
Value ($000) $3,840 Shares 96,022 Est. Cost $32.59 Unrealized 0.0%
PRF Invesco FTSE RAFI US 1000 1.0%
Value ($000) $3,812 Shares 35,196 Est. Cost $108.31 Unrealized
SHAK SHAKE SHACK INC COM CL A 0.9%
Value ($000) $3,548 Shares 50,643 Est. Cost $50.57 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION COM 0.9%
Value ($000) $3,390 Shares 49,840 Est. Cost $34.82 Unrealized 0.0%
PHDG Invesco S&P 500 Hedged ETF 0.9%
Value ($000) $3,380 Shares 109,094 Est. Cost $30.98 Unrealized
DRSK ETF SERIES SOLUTIONS APTUS DEFINED ETF 0.8%
Value ($000) $3,291 Shares 119,953 Est. Cost $27.44 Unrealized
NKE NIKE INC COM CL B 0.8%
Value ($000) $3,261 Shares 31,202 Est. Cost $85.46 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.8%
Value ($000) $3,007 Shares 42,927 Est. Cost $44.86 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $2,653 Shares 28,726 Est. Cost $66.33 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.6%
Value ($000) $2,531 Shares 7,643 Est. Cost $331.15 Unrealized
GIS GENERAL MILLS INC COM 0.6%
Value ($000) $2,273 Shares 41,836 Est. Cost $49.89 Unrealized 0.0%
WORLD GOLD TRUST SPDR GLD MINIS ETF 0.6%
Value ($000) $2,270 Shares 149,947 Est. Cost $15.14 Unrealized
TECH BIO-TECHNE CORP COM 0.6%
Value ($000) $2,164 Shares 9,772 Est. Cost $58.49 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $2,140 Shares 42,164 Est. Cost $24.96 Unrealized 0.0%
CHD CHURCH & DWIGHT COM 0.5%
Value ($000) $2,137 Shares 29,478 Est. Cost $68.10 Unrealized 0.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $2,066 Shares 14,580 Est. Cost $110.78 Unrealized 0.0%
CVX CHEVRON CORPORATION COM 0.5%
Value ($000) $2,016 Shares 17,653 Est. Cost $69.83 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.5%
Value ($000) $1,983 Shares 21,178 Est. Cost $20.01 Unrealized 0.0%
NEAR ISHARES US ETF TRUST SHT MAT BD ETF 0.5%
Value ($000) $1,974 Shares 39,279 Est. Cost $50.26 Unrealized
ROST ROSS STORES INC COM 0.5%
Value ($000) $1,943 Shares 16,500 Est. Cost $85.67 Unrealized 0.0%
SANDERSON FARM INC COM 0.5%
Value ($000) $1,922 Shares 12,542 Est. Cost $153.25 Unrealized
QUAL ISHARES TRUST USA QUALITY FCTR ETF 0.5%
Value ($000) $1,908 Shares 18,766 Est. Cost $101.67 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.5%
Value ($000) $1,904 Shares 13,246 Est. Cost $107.86 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.5%
Value ($000) $1,891 Shares 8,272 Est. Cost $182.62 Unrealized 0.0%
FARM FARMER BROS CO COM 0.5%
Value ($000) $1,865 Shares 145,517 Est. Cost $8.04 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.5%
Value ($000) $1,848 Shares 158,803 Est. Cost $11.64 Unrealized
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $1,840 Shares 10,047 Est. Cost $124.31 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $1,833 Shares 19,500 Est. Cost $70.96 Unrealized 0.0%
USB US BANCORP COM 0.5%
Value ($000) $1,767 Shares 31,302 Est. Cost $27.85 Unrealized 0.0%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,760 Shares 19,540 Est. Cost $62.87 Unrealized 0.0%
JKHY HENRY JACK & ASSOCIATES INC COM 0.4%
Value ($000) $1,712 Shares 11,447 Est. Cost $162.75 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS COM 0.4%
Value ($000) $1,705 Shares 6,161 Est. Cost $273.94 Unrealized 0.0%
SCHM Schwab US Mid-Cap 0.4%
Value ($000) $1,696 Shares 32,231 Est. Cost $52.62 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.4%
Value ($000) $1,665 Shares 27,809 Est. Cost $59.87 Unrealized
VFC V F CORP COM 0.4%
Value ($000) $1,660 Shares 17,532 Est. Cost $58.24 Unrealized 0.0%
PFE PFIZER INC COM 0.4%
Value ($000) $1,656 Shares 41,090 Est. Cost $25.99 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC COM 0.4%
Value ($000) $1,651 Shares 14,273 Est. Cost $137.88 Unrealized 0.0%
ITOT IShares Core S&P Total US Stoc 0.4%
Value ($000) $1,635 Shares 23,544 Est. Cost $69.44 Unrealized
GWW GRAINGER W W INC COM 0.4%
Value ($000) $1,606 Shares 4,800 Est. Cost $270.64 Unrealized 0.0%
CUBIC CORP COM 0.4%
Value ($000) $1,579 Shares 23,008 Est. Cost $68.63 Unrealized
SYY SYSCO CORPORATION 0.4%
Value ($000) $1,571 Shares 18,879 Est. Cost $45.18 Unrealized 0.0%
ATR APTARGROUP INC COM 0.4%
Value ($000) $1,545 Shares 13,360 Est. Cost $98.88 Unrealized 0.0%
WSM WILLIAMS-SONOMA INC COM 0.4%
Value ($000) $1,523 Shares 20,006 Est. Cost $30.54 Unrealized 0.0%
VEU Vanguard FTSE All-World Ex. US 0.4%
Value ($000) $1,519 Shares 31,895 Est. Cost $47.63 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,492 Shares 6,423 Est. Cost $199.72 Unrealized 0.0%
MA MASTERCARD INCORPORATED COM CL A 0.4%
Value ($000) $1,477 Shares 4,599 Est. Cost $273.34 Unrealized 0.0%
VCSH Vanguard S/T Corp Bond Fd 0.4%
Value ($000) $1,473 Shares 17,824 Est. Cost $82.64 Unrealized
O Realty Income Corp. 0.4%
Value ($000) $1,470 Shares 24,698 Est. Cost $40.14 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $1,462 Shares 5,942 Est. Cost $8.06 Unrealized 0.0%
KNX KNIGHT SWIFT TRANSN HLDGS INC COM CL A 0.4%
Value ($000) $1,437 Shares 38,615 Est. Cost $35.94 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM 0.4%
Value ($000) $1,435 Shares 19,246 Est. Cost $52.60 Unrealized 0.0%
TSLA TESLA INC COM 0.4%
Value ($000) $1,434 Shares 2,700 Est. Cost $54.10 Unrealized 0.0%
QLYS QUALYS INCORPORATED 0.4%
Value ($000) $1,385 Shares 16,210 Est. Cost $104.77 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $1,362 Shares 29,041 Est. Cost $40.81 Unrealized 0.0%
SSTI SHOTSPOTTER INC COM 0.3%
Value ($000) $1,359 Shares 48,780 Est. Cost $26.83 Unrealized 0.0%
BA BOEING CO COM 0.3%
Value ($000) $1,340 Shares 4,256 Est. Cost $153.71 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,337 Shares 709 Est. Cost $120.78 Unrealized 0.0%
Invesco 2021 HY Bulletshares 0.3%
Value ($000) $1,306 Shares 57,580 Est. Cost $22.68 Unrealized
VIG Vanguard Dividend Appreciation 0.3%
Value ($000) $1,289 Shares 11,003 Est. Cost $117.15 Unrealized
GOOG ALPHABET INC COM CL C 0.3%
Value ($000) $1,274 Shares 863 Est. Cost $66.98 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $1,224 Shares 12,059 Est. Cost $67.34 Unrealized 0.0%
OASIS PETROLEUM INC COM 0.3%
Value ($000) $1,199 Shares 428,302 Est. Cost $2.80 Unrealized
RBCAA REPUBLIC BANCORP KY CLASS A 0.3%
Value ($000) $1,161 Shares 26,151 Est. Cost $31.61 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $1,158 Shares 19,190 Est. Cost $40.75 Unrealized 0.0%
SCHD Schwab US Dividend Equity 0.3%
Value ($000) $1,145 Shares 22,117 Est. Cost $51.77 Unrealized
IJH Ishares S&P Midcap 0.3%
Value ($000) $1,145 Shares 6,439 Est. Cost $177.82 Unrealized
CINF CINCINNATI FINANCIAL CORP COM 0.3%
Value ($000) $1,131 Shares 10,636 Est. Cost $57.00 Unrealized 0.0%
SPDW SPDR World Ex-US ETF 0.3%
Value ($000) $1,126 Shares 40,752 Est. Cost $27.63 Unrealized
BND Vanguard Bond Index Fund 0.3%
Value ($000) $1,120 Shares 12,672 Est. Cost $88.38 Unrealized
FITB FIFTH THIRD BANCORP COM 0.3%
Value ($000) $1,116 Shares 38,424 Est. Cost $14.84 Unrealized 0.0%
CWI SPDR MSCI ACWI Ex-US ETF 0.3%
Value ($000) $1,115 Shares 49,212 Est. Cost $22.66 Unrealized
ABT ABBOTT LABORATORIES COM 0.3%
Value ($000) $1,088 Shares 12,138 Est. Cost $81.94 Unrealized 0.0%
ITRI ITRON INC COM 0.3%
Value ($000) $1,079 Shares 12,445 Est. Cost $63.70 Unrealized 0.0%
MMM 3M COMPANY COM 0.3%
Value ($000) $1,071 Shares 5,966 Est. Cost $102.42 Unrealized 0.0%
MSM MSC INDUSTRIAL DIRECT CO COM CL A 0.3%
Value ($000) $1,025 Shares 14,376 Est. Cost $64.45 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.3%
Value ($000) $1,023 Shares 4,599 Est. Cost $151.61 Unrealized 0.0%
DCI DONALDSON INCORPORATED 0.3%
Value ($000) $1,021 Shares 18,554 Est. Cost $40.36 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,014 Shares 6,830 Est. Cost $124.24 Unrealized 0.0%
HRB BLOCK (H & R) INC COM 0.3%
Value ($000) $1,005 Shares 41,324 Est. Cost $12.75 Unrealized 0.0%
GOOGL ALPHABET INC COM CL A 0.3%
Value ($000) $1,003 Shares 683 Est. Cost $66.92 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC COM 0.3%
Value ($000) $995 Shares 5,503 Est. Cost $117.88 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $985 Shares 8,007 Est. Cost $96.49 Unrealized 0.0%
Wells Fargo 7.5 Cnv Pfd L 0.2%
Value ($000) $952 Shares 734 Est. Cost $1297.00 Unrealized
BK Bank Of New York Mellon 0.2%
Value ($000) $907 Shares 23,456 Est. Cost $31.07 Unrealized 0.0%
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.2%
Value ($000) $901 Shares 14,920 Est. Cost $60.39 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $901 Shares 5,839 Est. Cost $154.31 Unrealized
ADBE ADOBE INC COM 0.2%
Value ($000) $882 Shares 2,531 Est. Cost $370.53 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $880 Shares 22,804 Est. Cost $15.50 Unrealized 0.0%
EFA ISHARES TRUST MSCI EAFE ETF 0.2%
Value ($000) $851 Shares 12,191 Est. Cost $69.81 Unrealized
BIO Bio-Rad Laboratories 0.2%
Value ($000) $835 Shares 1,850 Est. Cost $441.30 Unrealized 0.0%
V VISA INC COM CL A 0.2%
Value ($000) $832 Shares 4,046 Est. Cost $175.53 Unrealized 0.0%
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $822 Shares 5,981 Est. Cost $81.74 Unrealized 0.0%
TIP IShares LehmanTIPS Bond Fd 0.2%
Value ($000) $813 Shares 6,607 Est. Cost $123.05 Unrealized
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.2%
Value ($000) $809 Shares 18,976 Est. Cost $42.63 Unrealized
EMR EMERSON ELEC COMPANY 0.2%
Value ($000) $787 Shares 10,187 Est. Cost $50.28 Unrealized 0.0%
AMT AMERICAN TOWER CORP COM 0.2%
Value ($000) $767 Shares 3,258 Est. Cost $210.56 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.2%
Value ($000) $747 Shares 29,116 Est. Cost $25.66 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $732 Shares 3,078 Est. Cost $191.68 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP COM 0.2%
Value ($000) $721 Shares 4,752 Est. Cost $85.95 Unrealized 0.0%
FOOT LOCKER INC COM 0.2%
Value ($000) $704 Shares 17,787 Est. Cost $39.58 Unrealized
KO COCA-COLA CO COM 0.2%
Value ($000) $699 Shares 12,261 Est. Cost $38.72 Unrealized 0.0%
BCSF BAIN CAP SPECIALTY FINANCE INC COM 0.2%
Value ($000) $693 Shares 35,190 Est. Cost $5.44 Unrealized 0.0%
SCHR Schwab Intermediate Term Treas 0.2%
Value ($000) $685 Shares 11,651 Est. Cost $58.79 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $683 Shares 4,125 Est. Cost $165.58 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.2%
Value ($000) $680 Shares 2,045 Est. Cost $332.52 Unrealized
VGIT Vanguard Inter Govt Bond ETF 0.2%
Value ($000) $677 Shares 9,591 Est. Cost $70.59 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $675 Shares 2,450 Est. Cost $220.31 Unrealized 0.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $666 Shares 12,088 Est. Cost $48.99 Unrealized 0.0%
QQQ INVESCO QQQ 0.2%
Value ($000) $665 Shares 2,978 Est. Cost $223.30 Unrealized
SMG SCOTTS MIRACLE-GRO COMPANY COM CL A 0.2%
Value ($000) $649 Shares 5,950 Est. Cost $103.40 Unrealized 0.0%
TFC TRUIST FINANCIAL CORPORATION COM 0.2%
Value ($000) $640 Shares 11,365 Est. Cost $27.74 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION COM 0.2%
Value ($000) $636 Shares 4,317 Est. Cost $116.75 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $631 Shares 9,470 Est. Cost $47.92 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 0.2%
Value ($000) $631 Shares 19,135 Est. Cost $32.98 Unrealized
TJX TJX COS INC COM 0.2%
Value ($000) $630 Shares 10,132 Est. Cost $46.63 Unrealized 0.0%
CSCO CISCO SYSTEMS INC COM 0.2%
Value ($000) $617 Shares 12,652 Est. Cost $37.00 Unrealized 0.0%
VCIT Vanguard I/T Corp Bond 0.2%
Value ($000) $595 Shares 6,255 Est. Cost $95.12 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.2%
Value ($000) $593 Shares 2,319 Est. Cost $51.98 Unrealized 0.0%
SPYD SPDR SERIES TRUST PRTFLO S&P500 HI ETF 0.1%
Value ($000) $588 Shares 14,810 Est. Cost $39.70 Unrealized
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $582 Shares 6,228 Est. Cost $67.61 Unrealized 0.0%
HSY HERSHEY COMPANY COM 0.1%
Value ($000) $580 Shares 3,817 Est. Cost $117.69 Unrealized 0.0%
LYFT LYFT INCORPORATED CLASS A COM 0.1%
Value ($000) $576 Shares 12,000 Est. Cost $31.62 Unrealized 0.0%
LOW LOWE'S COMPANIES INC COM 0.1%
Value ($000) $569 Shares 4,703 Est. Cost $103.31 Unrealized 0.0%
VISN COMMSCOPE HOLDINGS CO INC COM 0.1%
Value ($000) $562 Shares 39,166 Est. Cost $9.87 Unrealized 0.0%
TARGET CORPORATION 0.1%
Value ($000) $540 Shares 4,733 Est. Cost $114.09 Unrealized
SCHE Schwab Emerg Mkt Equity 0.1%
Value ($000) $531 Shares 21,791 Est. Cost $24.37 Unrealized
CTAS CINTAS CORPORATION 0.1%
Value ($000) $526 Shares 1,866 Est. Cost $54.66 Unrealized 0.0%
BLACKROCK INC COM 0.1%
Value ($000) $525 Shares 992 Est. Cost $529.23 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $512 Shares 15,800 Est. Cost $32.41 Unrealized
VEONEER INC COM 0.1%
Value ($000) $511 Shares 35,665 Est. Cost $14.33 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 0.1%
Value ($000) $505 Shares 15,412 Est. Cost $32.77 Unrealized
GLD SPDR GOLD TRUST GOLD SHS ETF 0.1%
Value ($000) $503 Shares 3,465 Est. Cost $145.17 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $501 Shares 3,602 Est. Cost $91.40 Unrealized 0.0%
MCD MCDONALD'S CORPORATION COM 0.1%
Value ($000) $486 Shares 2,308 Est. Cost $161.00 Unrealized 0.0%
VTR Ventas Inc 0.1%
Value ($000) $484 Shares 13,205 Est. Cost $26.96 Unrealized 0.0%
SJM SMUCKER (JM) CO COM 0.1%
Value ($000) $478 Shares 4,474 Est. Cost $93.45 Unrealized 0.0%
AMAT Applied Materials 0.1%
Value ($000) $468 Shares 7,740 Est. Cost $51.23 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INCORPORATED 0.1%
Value ($000) $466 Shares 5,119 Est. Cost $77.66 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $461 Shares 5,260 Est. Cost $54.79 Unrealized 0.0%
SNAP SNAP INC COM CL A 0.1%
Value ($000) $461 Shares 24,800 Est. Cost $17.78 Unrealized 0.0%
NVO Novo-Nordisk A-S Adr 0.1%
Value ($000) $456 Shares 6,970 Est. Cost $65.42 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $456 Shares 2,260 Est. Cost $175.54 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $451 Shares 5,122 Est. Cost $70.50 Unrealized 0.0%
ZROZ PIMCO ETF TRUST 25YR ZERO U S ETF 0.1%
Value ($000) $447 Shares 3,309 Est. Cost $135.09 Unrealized
SPMD SPDR Mid Cap 0.1%
Value ($000) $446 Shares 14,274 Est. Cost $31.25 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $443 Shares 2,641 Est. Cost $167.74 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $435 Shares 1,296 Est. Cost $42.56 Unrealized 0.0%
WDAY WORLD GOLD TRUST SPDR GOLD MINISHARES TR 0.1%
Value ($000) $432 Shares 27,804 Est. Cost $161.65 Unrealized 0.0%
RSP Invesco S&P 500 Equal Weight E 0.1%
Value ($000) $427 Shares 4,192 Est. Cost $101.86 Unrealized
XLF SELECT SECTOR SPDR TRUST SBI INT-FINL ETF 0.1%
Value ($000) $426 Shares 13,849 Est. Cost $30.76 Unrealized
WFC WELLS FARGO & COMPANY COM 0.1%
Value ($000) $420 Shares 8,561 Est. Cost $23.98 Unrealized 0.0%
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.1%
Value ($000) $419 Shares 6,423 Est. Cost $65.23 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $406 Shares 4,244 Est. Cost $95.66 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $405 Shares 3,500 Est. Cost $115.71 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.1%
Value ($000) $405 Shares 7,099 Est. Cost $57.05 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $402 Shares 705 Est. Cost $179.26 Unrealized 0.0%
OSCV OPUS SMALL CAP VALUE ETF 0.1%
Value ($000) $392 Shares 14,250 Est. Cost $27.51 Unrealized
PCY Invesco Emer Mkts Sovereign De 0.1%
Value ($000) $391 Shares 14,618 Est. Cost $26.75 Unrealized
ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $388 Shares 45,260 Est. Cost $8.57 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $387 Shares 6,210 Est. Cost $17.44 Unrealized 0.0%
CRON CRONOS GROUP INC COM 0.1%
Value ($000) $383 Shares 49,895 Est. Cost $6.11 Unrealized 0.0%
SPSB SPDR St Term Corp BndETF 0.1%
Value ($000) $382 Shares 12,180 Est. Cost $31.36 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $382 Shares 1,879 Est. Cost $150.98 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $382 Shares 4,050 Est. Cost $94.32 Unrealized
LABORATORY CORPORATION AMER HLDGS COM NEW 0.1%
Value ($000) $375 Shares 2,090 Est. Cost $179.43 Unrealized
BKNG BOOKING HLDGS INCORPORATED 0.1%
Value ($000) $370 Shares 186 Est. Cost $1497.60 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $361 Shares 1,493 Est. Cost $164.18 Unrealized 0.0%
AGG Ishares Trust Lehman Aggregate 0.1%
Value ($000) $356 Shares 3,008 Est. Cost $118.35 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.1%
Value ($000) $341 Shares 7,566 Est. Cost $45.07 Unrealized
Invesco 2020 Corp Bulletshares 0.1%
Value ($000) $333 Shares 15,655 Est. Cost $21.27 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $326 Shares 6,154 Est. Cost $26.85 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $326 Shares 3,368 Est. Cost $85.14 Unrealized 0.0%
FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $325 Shares 5,233 Est. Cost $62.11 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $324 Shares 7,000 Est. Cost $46.29 Unrealized
SCHZ Schwab US Agg Bnd ETF 0.1%
Value ($000) $323 Shares 5,737 Est. Cost $56.30 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $319 Shares 5,810 Est. Cost $46.01 Unrealized 0.0%
IVW ISHARES TRUST S&P 500 GRWT ETF 0.1%
Value ($000) $319 Shares 1,575 Est. Cost $202.54 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $316 Shares 6,735 Est. Cost $53.02 Unrealized 0.0%
AOR ISHARES TRUST GRWT ALLOCAT ETF 0.1%
Value ($000) $314 Shares 6,518 Est. Cost $48.17 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $312 Shares 5,500 Est. Cost $56.73 Unrealized
SPAB SPDR Aggregate Bond ETF 0.1%
Value ($000) $311 Shares 10,079 Est. Cost $30.86 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $304 Shares 3,684 Est. Cost $82.52 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $301 Shares 7,114 Est. Cost $25.67 Unrealized 0.0%
SRE Sempra Energy 0.1%
Value ($000) $300 Shares 2,561 Est. Cost $51.07 Unrealized 0.0%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $297 Shares 4,662 Est. Cost $27.43 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $292 Shares 6,594 Est. Cost $44.28 Unrealized
LLY ELI LILLY AND COMPANY COM 0.1%
Value ($000) $287 Shares 2,186 Est. Cost $143.90 Unrealized 0.0%
SDY SPDR S&P Dividend 0.1%
Value ($000) $283 Shares 3,105 Est. Cost $91.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.1%
Value ($000) $282 Shares 1,602 Est. Cost $126.99 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $280 Shares 2,403 Est. Cost $38.07 Unrealized 0.0%
CBRL CRACKER BARREL OLD COM 0.1%
Value ($000) $279 Shares 1,766 Est. Cost $80.27 Unrealized 0.0%
CALAMOS CONVERTIBLE OPPORTUNIT SH BEN INT 0.1%
Value ($000) $277 Shares 25,150 Est. Cost $11.01 Unrealized
MDLZ MONDELEZ INTL INC COM CL A 0.1%
Value ($000) $269 Shares 4,850 Est. Cost $44.56 Unrealized 0.0%
IWF ISHARES TRUST RUS 1000 GRW ETF 0.1%
Value ($000) $265 Shares 1,448 Est. Cost $183.01 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.1%
Value ($000) $265 Shares 6,305 Est. Cost $14.81 Unrealized 0.0%
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.1%
Value ($000) $263 Shares 5,465 Est. Cost $48.12 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $262 Shares 1,841 Est. Cost $112.69 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.1%
Value ($000) $261 Shares 1,231 Est. Cost $212.02 Unrealized
TER TERADYNE INC COM 0.1%
Value ($000) $260 Shares 3,738 Est. Cost $65.50 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC COM 0.1%
Value ($000) $259 Shares 2,360 Est. Cost $36.62 Unrealized 0.0%
SO SOUTHERN COMPANY 0.1%
Value ($000) $256 Shares 3,760 Est. Cost $44.76 Unrealized 0.0%
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.1%
Value ($000) $255 Shares 2,225 Est. Cost $114.61 Unrealized
LEGG MASON INCORPORATED 0.1%
Value ($000) $255 Shares 6,825 Est. Cost $37.36 Unrealized
FEZ SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF 0.1%
Value ($000) $255 Shares 6,272 Est. Cost $40.66 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $248 Shares 799 Est. Cost $279.18 Unrealized 0.0%
TWO HARBORS INVESMENT CORP COM NEW 0.1%
Value ($000) $243 Shares 16,304 Est. Cost $14.90 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $242 Shares 810 Est. Cost $261.11 Unrealized 0.0%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $242 Shares 3,164 Est. Cost $76.49 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $240 Shares 3,924 Est. Cost $61.16 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 0.1%
Value ($000) $237 Shares 2,810 Est. Cost $84.34 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $234 Shares 3,207 Est. Cost $20.51 Unrealized 0.0%
RAYTHEON CO COM 0.1%
Value ($000) $233 Shares 1,019 Est. Cost $228.66 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.1%
Value ($000) $231 Shares 2,304 Est. Cost $100.26 Unrealized
LINDE PLC COM 0.1%
Value ($000) $230 Shares 1,079 Est. Cost $213.16 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $229 Shares 8,787 Est. Cost $26.06 Unrealized
EMN EASTMAN CHEMICAL CO COM 0.1%
Value ($000) $228 Shares 2,992 Est. Cost $51.71 Unrealized 0.0%
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.1%
Value ($000) $225 Shares 5,641 Est. Cost $39.89 Unrealized
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $225 Shares 1,234 Est. Cost $141.44 Unrealized 0.0%
CRM SALESFORCE.COM INC COM 0.1%
Value ($000) $222 Shares 1,222 Est. Cost $166.47 Unrealized 0.0%
IWD ISHARES TRUST RUS 1000 VAL ETF 0.1%
Value ($000) $220 Shares 1,594 Est. Cost $138.02 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $219 Shares 3,496 Est. Cost $61.47 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $218 Shares 2,412 Est. Cost $47.74 Unrealized 0.0%
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.1%
Value ($000) $218 Shares 3,317 Est. Cost $65.72 Unrealized
SPIP SPDR Barclays TIPS 0.1%
Value ($000) $215 Shares 7,138 Est. Cost $30.12 Unrealized
PFF ISHARES TRUST PFD AND INCM SEC ETF 0.1%
Value ($000) $207 Shares 5,482 Est. Cost $37.76 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $205 Shares 4,581 Est. Cost $44.75 Unrealized
MARATHON OIL CORPORATION COM 0.1%
Value ($000) $203 Shares 15,755 Est. Cost $12.88 Unrealized
HILL ROM HLDGS INCORPORATED 0.1%
Value ($000) $202 Shares 1,750 Est. Cost $115.43 Unrealized
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.1%
Value ($000) $201 Shares 9,140 Est. Cost $21.99 Unrealized
FISV Fiserv Inc. 0.1%
Value ($000) $200 Shares 2,050 Est. Cost $100.70 Unrealized 0.0%
ERIC ERICSSON ADR SPONSORED 0.0%
Value ($000) $189 Shares 21,535 Est. Cost $8.78 Unrealized
OPTION CARE HEALTH INCORPORATED 0.0%
Value ($000) $184 Shares 44,175 Est. Cost $4.17 Unrealized
LIBERTY HEALTH SCIENCES INC COM 0.0%
Value ($000) $178 Shares 375,600 Est. Cost $0.47 Unrealized
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.0%
Value ($000) $167 Shares 38,742 Est. Cost $3.15 Unrealized 0.0%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $160 Shares 11,550 Est. Cost $14.14 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $157 Shares 10,721 Est. Cost $6.82 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $144 Shares 14,973 Est. Cost $9.62 Unrealized
KBWD Invesco KBW High Div Financial 0.0%
Value ($000) $143 Shares 10,540 Est. Cost $13.57 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $141 Shares 15,308 Est. Cost $4.20 Unrealized 0.0%
ORGANIGRAM HOLDINGS INC COM 0.0%
Value ($000) $127 Shares 51,900 Est. Cost $2.45 Unrealized
INSEEGO CORPORATION 0.0%
Value ($000) $126 Shares 13,149 Est. Cost $9.58 Unrealized
GROUPON INCORPORATED 0.0%
Value ($000) $123 Shares 39,028 Est. Cost $3.15 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $113 Shares 27,525 Est. Cost $5.50 Unrealized 0.0%
VFF VILLAGE FARMS INTE COM 0.0%
Value ($000) $102 Shares 16,300 Est. Cost $4.23 Unrealized 0.0%
GTBIF GREEN THUMB INDUSTRIES INC COM 0.0%
Value ($000) $98 Shares 10,040 Est. Cost $8.24 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $92 Shares 10,450 Est. Cost $8.80 Unrealized
SUPREME CANNABIS CO INC COM 0.0%
Value ($000) $80 Shares 163,500 Est. Cost $0.49 Unrealized
WHITING PETE CORPORATION NEW COM NEW 0.0%
Value ($000) $69 Shares 12,884 Est. Cost $5.36 Unrealized
CALLON PETE COMPANY DEL 0.0%
Value ($000) $67 Shares 18,000 Est. Cost $3.72 Unrealized
NOK NOKIA OYJ ADR SPONSORED 0.0%
Value ($000) $49 Shares 13,329 Est. Cost $3.68 Unrealized
MMNFQ MEDMEN ENTERPRISES INC COM 0.0%
Value ($000) $41 Shares 77,550 Est. Cost $0.22 Unrealized 0.0%
KUSHCO HOLDINGS INC COM 0.0%
Value ($000) $38 Shares 23,050 Est. Cost $1.65 Unrealized
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $38 Shares 23,788 Est. Cost $2.24 Unrealized 0.0%
SPROTT INC COM 0.0%
Value ($000) $35 Shares 15,300 Est. Cost $2.29 Unrealized
RHEP REGIONAL HEALTH PPTYS INCORPORATED REIT 0.0%
Value ($000) $19 Shares 13,001 Est. Cost $1.28 Unrealized 0.0%
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $17 Shares 238,500 Est. Cost $0.05 Unrealized 0.0%
CAPTOR CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 69,972 Est. Cost $0.21 Unrealized
TMRC TEXAS MINERAL RESOURCES CORP COM 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.33 Unrealized 0.0%
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $9 Shares 20,800 Est. Cost $0.26 Unrealized 0.0%
CANADA HOUSE WELLNESS GRP INC COM 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.03 Unrealized
HEMP HEMP INC COM 0.0%
Value ($000) $0 Shares 21,700 Est. Cost $0.01 Unrealized 0.0%