IAG Wealth Partners, LLC Diversified Active

CIK: 0001827261 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $262,268 (100.0% shares, 0.0% debt)

Holdings (369)

IVV ISHARES CORE 10.6%
Value ($000) $27,817 Shares 69,923 Est. Cost $323.25 Unrealized
SPYM SPDR PORTFOLIO 10.4%
Value ($000) $27,231 Shares 584,219 Est. Cost $37.02 Unrealized
SPDW SPDR PORTFOLIO 10.2%
Value ($000) $26,773 Shares 757,150 Est. Cost $29.35 Unrealized
GSLC GOLDMAN SACHS 7.9%
Value ($000) $20,848 Shares 263,493 Est. Cost $64.02 Unrealized
GSIE GOLDMAN SACHS 5.9%
Value ($000) $15,596 Shares 472,006 Est. Cost $29.64 Unrealized
DLN WISDOMTREE U S 5.7%
Value ($000) $15,013 Shares 130,910 Est. Cost $91.70 Unrealized
DON WISDOMTREE U S 5.3%
Value ($000) $13,817 Shares 341,819 Est. Cost $35.26 Unrealized
RODM LATTICE HARTFORD 4.6%
Value ($000) $11,956 Shares 402,549 Est. Cost $22.50 Unrealized
SPTM SPDR PORTFOLIO 4.3%
Value ($000) $11,277 Shares 229,250 Est. Cost $34.21 Unrealized
VIG VANGUARD DIVIDEND 4.0%
Value ($000) $10,520 Shares 71,521 Est. Cost $120.52 Unrealized
MTUM ISHARES MSCI 3.1%
Value ($000) $8,062 Shares 50,117 Est. Cost $125.66 Unrealized
AGG ISHARES CORE 2.1%
Value ($000) $5,489 Shares 48,217 Est. Cost $112.38 Unrealized
SPMD SPDR PORTFOLIO 2.1%
Value ($000) $5,485 Shares 119,849 Est. Cost $29.07 Unrealized
JSMD JANUS DETROIT 1.9%
Value ($000) $5,113 Shares 76,178 Est. Cost $48.46 Unrealized
MDYV SPDR SERIES 1.5%
Value ($000) $3,989 Shares 60,957 Est. Cost $35.94 Unrealized
SMLV SPDR SSGA 1.5%
Value ($000) $3,947 Shares 35,418 Est. Cost $79.70 Unrealized
GTO INVESCO TOTAL 1.5%
Value ($000) $3,910 Shares 69,785 Est. Cost $57.04 Unrealized
MLPX GLOBAL X 1.5%
Value ($000) $3,819 Shares 120,852 Est. Cost $24.75 Unrealized
SPSM SPDR PORTFOLIO 1.3%
Value ($000) $3,335 Shares 78,875 Est. Cost $24.98 Unrealized
SPYG SPDR PORTFOLIO 1.1%
Value ($000) $2,776 Shares 49,217 Est. Cost $41.74 Unrealized
GEM GOLDMAN SACHS 0.9%
Value ($000) $2,406 Shares 60,905 Est. Cost $29.12 Unrealized
SPYV SPDR PORTFOLIO 0.9%
Value ($000) $2,338 Shares 61,668 Est. Cost $34.92 Unrealized
DES WISDOMTREE U S 0.8%
Value ($000) $2,222 Shares 71,325 Est. Cost $20.77 Unrealized
JSML JANUS DETROIT 0.7%
Value ($000) $1,908 Shares 28,233 Est. Cost $41.50 Unrealized
SCHM SCHWAB US 0.7%
Value ($000) $1,784 Shares 23,969 Est. Cost $60.15 Unrealized
VTI VANGUARD TOTAL 0.6%
Value ($000) $1,656 Shares 8,010 Est. Cost $165.55 Unrealized
VSS VANGUARD FTSE 0.5%
Value ($000) $1,442 Shares 11,228 Est. Cost $86.38 Unrealized
USRT ISHARES CORE 0.5%
Value ($000) $1,381 Shares 26,349 Est. Cost $51.24 Unrealized
MDYG SPDR SERIES 0.5%
Value ($000) $1,328 Shares 17,674 Est. Cost $45.66 Unrealized
JHMM JOHN HANCOCK 0.4%
Value ($000) $1,111 Shares 22,604 Est. Cost $45.65 Unrealized
DLS WISDOMTREE INTL 0.4%
Value ($000) $1,012 Shares 14,008 Est. Cost $70.91 Unrealized
IEMG ISHARES CORE 0.4%
Value ($000) $945 Shares 14,669 Est. Cost $54.94 Unrealized
AGGY WISDOMTREE YIELD 0.3%
Value ($000) $751 Shares 14,665 Est. Cost $52.26 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $692 Shares 5,660 Est. Cost $98.71 Unrealized +26.7%
FVD FIRST TRUST 0.2%
Value ($000) $514 Shares 13,510 Est. Cost $34.12 Unrealized
DBEF X TRACKERS 0.2%
Value ($000) $462 Shares 12,697 Est. Cost $30.04 Unrealized
IWF ISHARES RUSSELL 0.2%
Value ($000) $419 Shares 1,720 Est. Cost $173.71 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $318 Shares 1,436 Est. Cost $146.64 Unrealized
IJR ISHARES CORE 0.1%
Value ($000) $305 Shares 2,807 Est. Cost $83.86 Unrealized
FEX FIRST TRUST 0.1%
Value ($000) $287 Shares 3,583 Est. Cost $65.25 Unrealized
FIS FIDELITY NATIONAL 0.1%
Value ($000) $286 Shares 2,033 Est. Cost $123.12 Unrealized -0.7%
LQD ISHARES IBOXX 0.1%
Value ($000) $260 Shares 1,996 Est. Cost $131.20 Unrealized
SCHV SCHWAB US 0.1%
Value ($000) $246 Shares 3,765 Est. Cost $57.72 Unrealized
XLRE SELECT SECTOR 0.1%
Value ($000) $234 Shares 5,921 Est. Cost $35.10 Unrealized
CWI SPDR MSCI 0.1%
Value ($000) $222 Shares 7,663 Est. Cost $28.97 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $216 Shares 1,520 Est. Cost $112.78 Unrealized +4.6%
VB VANGUARD SMALL 0.1%
Value ($000) $214 Shares 999 Est. Cost $165.70 Unrealized
WPC W P CAREY 0.1%
Value ($000) $210 Shares 2,964 Est. Cost $75.87 Unrealized
SUSA ISHARES MSCI 0.1%
Value ($000) $210 Shares 2,390 Est. Cost $108.55 Unrealized
USMV ISHARES MSCI 0.1%
Value ($000) $210 Shares 3,024 Est. Cost $61.49 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $208 Shares 67 Est. Cost $110.07 Unrealized +44.0%
ORCL ORACLE CORP 0.1%
Value ($000) $194 Shares 2,754 Est. Cost $50.29 Unrealized +20.5%
WEC WEC ENERGY 0.1%
Value ($000) $186 Shares 1,978 Est. Cost $75.24 Unrealized -1.5%
MRK MERCK & COMPANY 0.1%
Value ($000) $181 Shares 2,340 Est. Cost $67.55 Unrealized -6.6%
META FACEBOOK INC 0.1%
Value ($000) $174 Shares 588 Est. Cost $199.48 Unrealized +34.0%
SLYV SPDR SERIES 0.1%
Value ($000) $167 Shares 2,032 Est. Cost $65.75 Unrealized
EXAS EXACT SCIENCES 0.1%
Value ($000) $166 Shares 1,258 Est. Cost $82.40 Unrealized +66.1%
HRL HORMEL FOODS 0.1%
Value ($000) $154 Shares 3,220 Est. Cost $36.38 Unrealized +12.7%
CVX CHEVRON CORP 0.1%
Value ($000) $151 Shares 1,440 Est. Cost $89.05 Unrealized -10.6%
IJH ISHARES CORE 0.1%
Value ($000) $145 Shares 556 Est. Cost $205.84 Unrealized
T AT&T INC 0.1%
Value ($000) $141 Shares 4,636 Est. Cost $18.60 Unrealized -13.2%
MUB ISHARES NATIONAL 0.1%
Value ($000) $140 Shares 1,205 Est. Cost $115.04 Unrealized
SPY SPDR S&P 0.1%
Value ($000) $136 Shares 341 Est. Cost $334.09 Unrealized
JPM JPMORGAN CHASE 0.1%
Value ($000) $133 Shares 870 Est. Cost $108.67 Unrealized +17.1%
PG PROCTER & GAMBLE 0.0%
Value ($000) $130 Shares 953 Est. Cost $106.66 Unrealized +8.5%
NUDM NUVEEN ESG 0.0%
Value ($000) $130 Shares 4,281 Est. Cost $25.54 Unrealized
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $121 Shares 495 Est. Cost $200.49 Unrealized +25.7%
SCHX SCHWAB US 0.0%
Value ($000) $117 Shares 1,216 Est. Cost $77.30 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $114 Shares 667 Est. Cost $92.83 Unrealized +42.2%
SDY SPDR SERIES 0.0%
Value ($000) $108 Shares 914 Est. Cost $107.91 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $107 Shares 200 Est. Cost $5.18 Unrealized +159.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $101 Shares 612 Est. Cost $114.10 Unrealized +23.4%
SSP SCRIPPS E W 0.0%
Value ($000) $97 Shares 5,000 Est. Cost $10.73 Unrealized +28.9%
IUSG ISHARES S&P 0.0%
Value ($000) $85 Shares 934 Est. Cost $68.52 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $84 Shares 125 Est. Cost $153.61 Unrealized +63.4%
SPMO INVESCO EXCHANGE 0.0%
Value ($000) $83 Shares 1,552 Est. Cost $53.33 Unrealized
IWD ISHARES RUSSELL 0.0%
Value ($000) $83 Shares 545 Est. Cost $137.61 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $83 Shares 1,422 Est. Cost $42.67 Unrealized -1.0%
GWW GRAINGER W W 0.0%
Value ($000) $83 Shares 207 Est. Cost $294.38 Unrealized +24.6%
ARKW ARK NEXT 0.0%
Value ($000) $82 Shares 552 Est. Cost $53.66 Unrealized
IXUS ISHARES CORE 0.0%
Value ($000) $82 Shares 1,165 Est. Cost $59.77 Unrealized
UCON FIRST TRUST 0.0%
Value ($000) $81 Shares 3,020 Est. Cost $25.96 Unrealized
LLY ELI LILLY 0.0%
Value ($000) $80 Shares 426 Est. Cost $107.55 Unrealized +73.0%
GLD SPDR GOLD 0.0%
Value ($000) $80 Shares 497 Est. Cost $146.36 Unrealized
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $78 Shares 1,871 Est. Cost $35.28 Unrealized
DWM WISDOMTREE DEFA 0.0%
Value ($000) $76 Shares 1,445 Est. Cost $44.29 Unrealized
ISHARES GOLD 0.0%
Value ($000) $73 Shares 4,437 Est. Cost $16.14 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.0%
Value ($000) $73 Shares 284 Est. Cost $216.08 Unrealized +12.4%
VOO VANGUARD S&P 0.0%
Value ($000) $69 Shares 188 Est. Cost $296.23 Unrealized
RSP INVESCO S&P 0.0%
Value ($000) $69 Shares 482 Est. Cost $116.16 Unrealized
SPLV INVESCO EXCHANGE 0.0%
Value ($000) $69 Shares 1,173 Est. Cost $58.74 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $68 Shares 300 Est. Cost $171.93 Unrealized +11.2%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $67 Shares 797 Est. Cost $33.76 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $67 Shares 284 Est. Cost $164.27 Unrealized +35.7%
WPM WHEATON PRECIOUS 0.0%
Value ($000) $67 Shares 1,745 Est. Cost $26.71 Unrealized +40.4%
MGEE MGE ENERGY INC 0.0%
Value ($000) $67 Shares 928 Est. Cost $67.55 Unrealized -10.3%
SPSB SPDR PORTFOLIO 0.0%
Value ($000) $66 Shares 2,087 Est. Cost $30.89 Unrealized
ARKK ARK INNOVATION 0.0%
Value ($000) $64 Shares 527 Est. Cost $44.05 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $63 Shares 326 Est. Cost $125.09 Unrealized 0.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $63 Shares 418 Est. Cost $112.51 Unrealized +15.6%
NUSC NUVEEN ESG 0.0%
Value ($000) $63 Shares 1,463 Est. Cost $29.83 Unrealized
PZA INVESCO NATIONAL 0.0%
Value ($000) $58 Shares 2,153 Est. Cost $26.47 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $57 Shares 227 Est. Cost $202.07 Unrealized +1.3%
QQQ INVESCO QQQ 0.0%
Value ($000) $55 Shares 170 Est. Cost $223.69 Unrealized
TMO THERMO FISHER 0.0%
Value ($000) $54 Shares 117 Est. Cost $330.32 Unrealized +42.6%
VEU VANGUARD FTSE 0.0%
Value ($000) $54 Shares 887 Est. Cost $53.75 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $53 Shares 482 Est. Cost $69.17 Unrealized +28.5%
AEE AMEREN CORP 0.0%
Value ($000) $53 Shares 646 Est. Cost $64.53 Unrealized +0.5%
IEV ISHARES EUROPE 0.0%
Value ($000) $51 Shares 1,002 Est. Cost $47.73 Unrealized
DTD WISDOMTREE U S 0.0%
Value ($000) $51 Shares 450 Est. Cost $85.16 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $50 Shares 186 Est. Cost $167.42 Unrealized +40.1%
EOLS EVOLUS INC 0.0%
Value ($000) $50 Shares 3,773 Est. Cost $14.10 Unrealized -34.6%
EG EVEREST REINSURANCE 0.0%
Value ($000) $50 Shares 200 Est. Cost $216.58 Unrealized 0.0%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $49 Shares 1,199 Est. Cost $37.13 Unrealized +0.2%
WELL WELLTOWER INC 0.0%
Value ($000) $49 Shares 673 Est. Cost $59.03 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $49 Shares 405 Est. Cost $108.01 Unrealized +6.2%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $48 Shares 355 Est. Cost $54.36 Unrealized +94.5%
ITOT ISHARES CORE 0.0%
Value ($000) $48 Shares 518 Est. Cost $72.88 Unrealized
QUAD QUAD GRAPHICS 0.0%
Value ($000) $48 Shares 13,585 Est. Cost $4.41 Unrealized +7.9%
VNLA JANUS HENDERSON 0.0%
Value ($000) $48 Shares 938 Est. Cost $50.05 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $47 Shares 203 Est. Cost $231.81 Unrealized
MCHI ISHARES MSCI 0.0%
Value ($000) $46 Shares 560 Est. Cost $63.43 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $45 Shares 200 Est. Cost $149.35 Unrealized +25.9%
PIONEER NATURAL 0.0%
Value ($000) $42 Shares 264 Est. Cost $151.52 Unrealized
QCLN FIRST TRUST 0.0%
Value ($000) $42 Shares 599 Est. Cost $25.04 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $42 Shares 1,281 Est. Cost $43.20 Unrealized -27.0%
V VISA INC 0.0%
Value ($000) $40 Shares 185 Est. Cost $172.55 Unrealized +17.8%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $40 Shares 339 Est. Cost $79.14 Unrealized +27.7%
MDY SPDR S&P 0.0%
Value ($000) $39 Shares 80 Est. Cost $376.50 Unrealized
BCE BCE INC 0.0%
Value ($000) $39 Shares 842 Est. Cost $31.73 Unrealized -0.8%
QUAL ISHARES MSCI 0.0%
Value ($000) $39 Shares 316 Est. Cost $101.27 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $38 Shares 1,709 Est. Cost $22.24 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $38 Shares 104 Est. Cost $253.23 Unrealized +18.8%
IWP ISHARES RUSSELL 0.0%
Value ($000) $37 Shares 358 Est. Cost $129.89 Unrealized
XLV SECTOR HEALTHCARE 0.0%
Value ($000) $37 Shares 310 Est. Cost $104.96 Unrealized
LMT LOCKHEED MARTIN 0.0%
Value ($000) $37 Shares 100 Est. Cost $299.96 Unrealized 0.0%
XLP SECTOR CONSUMER 0.0%
Value ($000) $36 Shares 525 Est. Cost $59.05 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $36 Shares 148 Est. Cost $226.44 Unrealized -0.4%
VO VANGUARD MID 0.0%
Value ($000) $35 Shares 157 Est. Cost $167.59 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $34 Shares 244 Est. Cost $109.17 Unrealized +1.5%
SLV ISHARES SILVER 0.0%
Value ($000) $34 Shares 1,456 Est. Cost $16.91 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $34 Shares 600 Est. Cost $49.88 Unrealized -13.2%
GNRC GENERAC HOLDINGS 0.0%
Value ($000) $33 Shares 100 Est. Cost $93.09 Unrealized +216.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $33 Shares 271 Est. Cost $86.05 Unrealized +26.2%
IHF ISHARES U S 0.0%
Value ($000) $33 Shares 128 Est. Cost $171.88 Unrealized
ESGD ISHARES ESG 0.0%
Value ($000) $32 Shares 409 Est. Cost $61.12 Unrealized
ADP AUTOMATIC DATA 0.0%
Value ($000) $32 Shares 166 Est. Cost $145.09 Unrealized +8.0%
ARKG ARK GENOMIC 0.0%
Value ($000) $32 Shares 351 Est. Cost $94.02 Unrealized
DIS WALT DISNEY 0.0%
Value ($000) $32 Shares 173 Est. Cost $135.01 Unrealized +33.5%
F FORD MOTOR 0.0%
Value ($000) $32 Shares 2,593 Est. Cost $5.96 Unrealized +45.6%
VNQ VANGUARD REAL 0.0%
Value ($000) $31 Shares 329 Est. Cost $94.40 Unrealized
VONE VANGUARD RUSSELL 0.0%
Value ($000) $30 Shares 158 Est. Cost $151.90 Unrealized
WM WASTE MANAGEMENT 0.0%
Value ($000) $30 Shares 225 Est. Cost $102.09 Unrealized +6.0%
EOG EOG RESOURCES 0.0%
Value ($000) $30 Shares 404 Est. Cost $55.80 Unrealized -9.7%
SO SOUTHERN COMPANY 0.0%
Value ($000) $29 Shares 462 Est. Cost $47.27 Unrealized +5.4%
EA ELECTRONIC ARTS 0.0%
Value ($000) $28 Shares 200 Est. Cost $96.52 Unrealized +39.8%
GILD GILEAD SCIENCES 0.0%
Value ($000) $28 Shares 432 Est. Cost $51.27 Unrealized +4.1%
FS KKR 0.0%
Value ($000) $27 Shares 1,382 Est. Cost $12.91 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $27 Shares 88 Est. Cost $193.83 Unrealized +26.1%
VDE VANGUARD ENERGY 0.0%
Value ($000) $26 Shares 375 Est. Cost $42.84 Unrealized
ICLN ISHARES GLOBAL 0.0%
Value ($000) $26 Shares 1,038 Est. Cost $25.05 Unrealized
NOBL PROSHARES TRUST 0.0%
Value ($000) $26 Shares 300 Est. Cost $75.88 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $25 Shares 390 Est. Cost $47.78 Unrealized +13.2%
GENERAL ELECTRIC 0.0%
Value ($000) $25 Shares 1,858 Est. Cost $10.46 Unrealized
ET ENERGY TRANSFER 0.0%
Value ($000) $24 Shares 3,033 Est. Cost $10.61 Unrealized
MTN VAIL RESORTS 0.0%
Value ($000) $24 Shares 80 Est. Cost $236.65 Unrealized +23.0%
GM GENERAL MOTORS 0.0%
Value ($000) $24 Shares 417 Est. Cost $34.27 Unrealized +49.5%
PFE PFIZER INC 0.0%
Value ($000) $24 Shares 662 Est. Cost $28.33 Unrealized -1.0%
MO ALTRIA GROUP 0.0%
Value ($000) $24 Shares 465 Est. Cost $27.57 Unrealized +10.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $23 Shares 191 Est. Cost $92.57 Unrealized +9.9%
XNTK SPDR SERIES 0.0%
Value ($000) $23 Shares 155 Est. Cost $83.87 Unrealized
UNILEVER PLC 0.0%
Value ($000) $23 Shares 400 Est. Cost $62.50 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $23 Shares 121 Est. Cost $103.75 Unrealized +45.9%
BMY BRISTOL MYERS 0.0%
Value ($000) $22 Shares 335 Est. Cost $45.19 Unrealized +12.9%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $22 Shares 235 Est. Cost $67.37 Unrealized +0.6%
JPMORGAN BETABUILDERS 0.0%
Value ($000) $22 Shares 770 Est. Cost $28.57 Unrealized
LOW LOWES COMPANIES 0.0%
Value ($000) $21 Shares 108 Est. Cost $102.36 Unrealized +53.3%
IMVP INVESCO INDIA 0.0%
Value ($000) $21 Shares 823 Est. Cost $18.68 Unrealized
WFC WELLS FARGO 0.0%
Value ($000) $21 Shares 529 Est. Cost $31.62 Unrealized 0.0%
SNPE X TRACKERS 0.0%
Value ($000) $21 Shares 586 Est. Cost $29.21 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $21 Shares 114 Est. Cost $199.27 Unrealized 0.0%
NUBD NUVEEN ESG 0.0%
Value ($000) $20 Shares 764 Est. Cost $25.57 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $20 Shares 178 Est. Cost $92.35 Unrealized +4.7%
BA BOEING COMPANY 0.0%
Value ($000) $20 Shares 75 Est. Cost $210.41 Unrealized +5.6%
ACWI ISHARES MSCI 0.0%
Value ($000) $19 Shares 190 Est. Cost $63.16 Unrealized
COST COSTCO WHOLESALE 0.0%
Value ($000) $19 Shares 53 Est. Cost $347.39 Unrealized -5.1%
DAL DELTA AIRLINES 0.0%
Value ($000) $19 Shares 387 Est. Cost $30.76 Unrealized +39.9%
EMR EMERSON ELECTRIC 0.0%
Value ($000) $19 Shares 200 Est. Cost $62.82 Unrealized +23.9%
ITA ISHARES AEROSPACE 0.0%
Value ($000) $19 Shares 176 Est. Cost $130.68 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $19 Shares 9 Est. Cost $65.89 Unrealized +48.7%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $19 Shares 45 Est. Cost $333.07 Unrealized +17.0%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $18 Shares 87 Est. Cost $177.58 Unrealized -4.4%
LCNB LCNB CORP 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $13.35 Unrealized -2.6%
CEF SPROTT PHYSICAL 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $15.00 Unrealized
WTS WATTS WATER 0.0%
Value ($000) $18 Shares 150 Est. Cost $94.88 Unrealized +28.5%
ECL ECOLAB INC 0.0%
Value ($000) $18 Shares 83 Est. Cost $177.67 Unrealized +13.4%
CMCSA COMCAST CORP 0.0%
Value ($000) $17 Shares 310 Est. Cost $37.86 Unrealized +21.9%
EFG ISHARES MSCI 0.0%
Value ($000) $17 Shares 160 Est. Cost $86.49 Unrealized
FPXI FIRST TRUST 0.0%
Value ($000) $17 Shares 244 Est. Cost $53.28 Unrealized
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $17 Shares 1,252 Est. Cost $10.83 Unrealized 0.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $17 Shares 71 Est. Cost $183.82 Unrealized +4.6%
EPAM EPAM SYSTEMS 0.0%
Value ($000) $16 Shares 40 Est. Cost $196.74 Unrealized +86.0%
ORA ORMAT TECHNOLOGIES 0.0%
Value ($000) $16 Shares 200 Est. Cost $72.88 Unrealized +31.8%
VTV VANGUARD VALUE 0.0%
Value ($000) $16 Shares 120 Est. Cost $123.38 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $16 Shares 50 Est. Cost $177.66 Unrealized +52.3%
IGM ISHARES EXPANDED 0.0%
Value ($000) $16 Shares 42 Est. Cost $309.52 Unrealized
LAREDO PETROLEUM 0.0%
Value ($000) $16 Shares 500 Est. Cost $20.00 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $16 Shares 925 Est. Cost $12.28 Unrealized -5.8%
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $15 Shares 20 Est. Cost $180.64 Unrealized +26.3%
STWD STARWOOD PROPERTY 0.0%
Value ($000) $15 Shares 588 Est. Cost $25.51 Unrealized
SIXG ETF DEFIANCE 0.0%
Value ($000) $15 Shares 420 Est. Cost $27.38 Unrealized
VNM VANECK VECTORS 0.0%
Value ($000) $15 Shares 775 Est. Cost $16.86 Unrealized
INDA ISHARES MSCI 0.0%
Value ($000) $15 Shares 340 Est. Cost $33.87 Unrealized
FLGT FULGENT GENETICS 0.0%
Value ($000) $15 Shares 150 Est. Cost $31.30 Unrealized +229.8%
EATON VANCE 0.0%
Value ($000) $15 Shares 1,574 Est. Cost $9.53 Unrealized
NUMV NUVEEN ESG 0.0%
Value ($000) $15 Shares 414 Est. Cost $24.15 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $15 Shares 295 Est. Cost $34.52 Unrealized 0.0%
VTEB VANGUARD MUNICIPAL 0.0%
Value ($000) $15 Shares 263 Est. Cost $53.23 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $14 Shares 83 Est. Cost $168.67 Unrealized
ESML ISHARES ESG 0.0%
Value ($000) $14 Shares 359 Est. Cost $27.86 Unrealized
COF CAPITAL ONE 0.0%
Value ($000) $14 Shares 110 Est. Cost $86.78 Unrealized +24.3%
TJX TJX COS 0.0%
Value ($000) $14 Shares 200 Est. Cost $54.60 Unrealized +14.1%
USB U S BANCORP DE 0.0%
Value ($000) $14 Shares 250 Est. Cost $44.33 Unrealized -9.1%
UAL UNITED AIRLINES 0.0%
Value ($000) $13 Shares 222 Est. Cost $89.75 Unrealized -45.6%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $13 Shares 140 Est. Cost $66.06 Unrealized +19.2%
WMT WALMART INC 0.0%
Value ($000) $13 Shares 94 Est. Cost $38.21 Unrealized +13.3%
NUMG NUVEEN ESG 0.0%
Value ($000) $13 Shares 248 Est. Cost $40.32 Unrealized
BND VANGUARD TOTAL 0.0%
Value ($000) $13 Shares 144 Est. Cost $84.52 Unrealized
CVS CVS HEALTH 0.0%
Value ($000) $13 Shares 160 Est. Cost $57.71 Unrealized +7.9%
JPMORGAN BETABUILDERS 0.0%
Value ($000) $13 Shares 430 Est. Cost $30.23 Unrealized
QUIDEL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $76.09 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $13 Shares 56 Est. Cost $138.76 Unrealized +25.2%
PRINCIPAL MILLENNIALS 0.0%
Value ($000) $12 Shares 193 Est. Cost $62.18 Unrealized
MAIN MAIN STREET 0.0%
Value ($000) $12 Shares 300 Est. Cost $42.76 Unrealized -17.9%
LPLA LPL FINANCIAL 0.0%
Value ($000) $12 Shares 83 Est. Cost $85.83 Unrealized +48.7%
JPMORGAN BETABUILDERS 0.0%
Value ($000) $12 Shares 412 Est. Cost $29.13 Unrealized
JPMORGAN BETABUILDERS 0.0%
Value ($000) $12 Shares 388 Est. Cost $30.93 Unrealized
IEFA ISHARES CORE 0.0%
Value ($000) $12 Shares 155 Est. Cost $72.30 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $153.90 Unrealized +20.4%
ADBE ADOBE INC 0.0%
Value ($000) $12 Shares 25 Est. Cost $465.18 Unrealized +0.5%
ADM ARCHER DANIELS 0.0%
Value ($000) $12 Shares 200 Est. Cost $35.73 Unrealized +34.2%
USFD US FOODS 0.0%
Value ($000) $12 Shares 290 Est. Cost $31.51 Unrealized +14.7%
ROBO EXCHANGE TRADED 0.0%
Value ($000) $12 Shares 188 Est. Cost $45.45 Unrealized
XHE SPDR S&P 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
VOT VANGUARD MID 0.0%
Value ($000) $12 Shares 52 Est. Cost $190.00 Unrealized
EIDO ISHARES MSCI 0.0%
Value ($000) $12 Shares 514 Est. Cost $25.69 Unrealized
AG FIRST MAJESTIC 0.0%
Value ($000) $12 Shares 765 Est. Cost $11.50 Unrealized +37.7%
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $12 Shares 50 Est. Cost $170.74 Unrealized +21.8%
VYM VANGUARD HIGH 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
PENN PENN NATIONAL 0.0%
Value ($000) $11 Shares 100 Est. Cost $22.90 Unrealized +383.6%
WORLD WRESTLING 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
VPL VANGUARD FTSE 0.0%
Value ($000) $11 Shares 123 Est. Cost $71.43 Unrealized
VGK VANGUARD FTSE 0.0%
Value ($000) $11 Shares 160 Est. Cost $65.08 Unrealized
NVO NOVO NORDISK 0.0%
Value ($000) $11 Shares 163 Est. Cost $61.35 Unrealized
VWO VANGUARD FSTE 0.0%
Value ($000) $11 Shares 193 Est. Cost $46.95 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $11 Shares 5 Est. Cost $64.05 Unrealized +53.7%
IRM IRON MOUNTAIN 0.0%
Value ($000) $11 Shares 295 Est. Cost $22.21 Unrealized +22.5%
ANNALY CAPITAL 0.0%
Value ($000) $11 Shares 1,223 Est. Cost $8.99 Unrealized
ETFMG ALTERNATIVE 0.0%
Value ($000) $11 Shares 468 Est. Cost $15.12 Unrealized
CANOPY GROWTH 0.0%
Value ($000) $10 Shares 300 Est. Cost $22.84 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $10 Shares 172 Est. Cost $44.51 Unrealized -2.5%
MRNA MODERNA INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $69.72 Unrealized +107.8%
INFY INFOSYS LTD 0.0%
Value ($000) $10 Shares 496 Est. Cost $12.10 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $10 Shares 112 Est. Cost $94.71 Unrealized
TIP ISHARES TIPS 0.0%
Value ($000) $10 Shares 76 Est. Cost $125.35 Unrealized
PFGC PERFORMANCE FOOD 0.0%
Value ($000) $10 Shares 160 Est. Cost $40.35 Unrealized +30.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $10 Shares 70 Est. Cost $72.86 Unrealized +78.0%
AAP ADVANCE AUTO 0.0%
Value ($000) $10 Shares 50 Est. Cost $112.44 Unrealized +32.6%
IYE ISHARES U S 0.0%
Value ($000) $10 Shares 364 Est. Cost $32.76 Unrealized
KTOS KRATOS DEFENSE 0.0%
Value ($000) $9 Shares 325 Est. Cost $18.54 Unrealized +51.1%
EQUITRANS MIDSTREAM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $6.00 Unrealized
CSIQ CANADIAN SOLAR 0.0%
Value ($000) $9 Shares 167 Est. Cost $32.64 Unrealized +58.6%
DNP SELECT 0.0%
Value ($000) $9 Shares 870 Est. Cost $12.79 Unrealized
PBA PEMBINA PIPELINE 0.0%
Value ($000) $9 Shares 300 Est. Cost $25.28 Unrealized -14.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $263.51 Unrealized +90.1%
ECNS ISHARES MSCI 0.0%
Value ($000) $9 Shares 160 Est. Cost $43.75 Unrealized
WALGREENS BOOTS 0.0%
Value ($000) $9 Shares 150 Est. Cost $53.69 Unrealized
IWB ISHARES RUSSELL 0.0%
Value ($000) $9 Shares 37 Est. Cost $189.19 Unrealized
DISCOVER FINANCIAL 0.0%
Value ($000) $8 Shares 75 Est. Cost $93.33 Unrealized
DFJ WISDOMTREE JAPAN 0.0%
Value ($000) $8 Shares 95 Est. Cost $84.21 Unrealized
FBIN FORTUNE BRANDS 0.0%
Value ($000) $8 Shares 80 Est. Cost $47.96 Unrealized +46.3%
GDX VANECK VECTORS 0.0%
Value ($000) $8 Shares 231 Est. Cost $29.47 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $78.80 Unrealized +8.5%
NUVEEN EMERGING 0.0%
Value ($000) $8 Shares 887 Est. Cost $7.89 Unrealized
PPC PILGRIMS PRIDE 0.0%
Value ($000) $8 Shares 320 Est. Cost $18.10 Unrealized +22.4%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $8 Shares 130 Est. Cost $47.04 Unrealized +5.2%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $7 Shares 153 Est. Cost $30.06 Unrealized -0.1%
ALSN ALLISON TRANSMISSION 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.15 Unrealized +16.0%
ORBITAL ENERGY 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
ZM ZOOM VIDEO 0.0%
Value ($000) $7 Shares 20 Est. Cost $98.68 Unrealized +273.0%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $7 Shares 40 Est. Cost $131.26 Unrealized +13.3%
VIRGIN GALACTIC 0.0%
Value ($000) $7 Shares 200 Est. Cost $20.00 Unrealized
CCI CROWN CASTLE 0.0%
Value ($000) $7 Shares 36 Est. Cost $104.19 Unrealized +22.2%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $11.89 Unrealized +319.4%
ARENA PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 92 Est. Cost $43.48 Unrealized
AURORA CANNABIS 0.0%
Value ($000) $7 Shares 710 Est. Cost $12.68 Unrealized
BMO BANK MONTREAL 0.0%
Value ($000) $6 Shares 67 Est. Cost $55.27 Unrealized +20.9%
CARR CARRIER GLOBAL 0.0%
Value ($000) $6 Shares 138 Est. Cost $22.81 Unrealized +59.7%
MSGS MADISON SQUARE 0.0%
Value ($000) $6 Shares 33 Est. Cost $165.18 Unrealized +11.6%
AMD ADVANCED MICRO 0.0%
Value ($000) $6 Shares 76 Est. Cost $36.81 Unrealized +133.9%
SCHR SCHWAB INTERMEDIATE 0.0%
Value ($000) $6 Shares 103 Est. Cost $58.25 Unrealized
FDIQ INVESCO KBW 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.16 Unrealized
EATON VANCE 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
FORTRESS TRANSPORTATION 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $1.67 Unrealized +475.0%
XILINX INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $100.00 Unrealized
GABELLI MULTIMEDIA 0.0%
Value ($000) $5 Shares 470 Est. Cost $8.51 Unrealized
ENGLOBAL CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.00 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $23.81 Unrealized +118.6%
HRTX HERON THERAPEUTICS 0.0%
Value ($000) $5 Shares 250 Est. Cost $16.43 Unrealized +8.5%
ZTO ZTO EXPRESS 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $2.82 Unrealized +41.6%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $154.88 Unrealized +42.0%
RWT REDWOOD TRUST INC 0.0%
Value ($000) $5 Shares 443 Est. Cost $11.29 Unrealized
MET METLIFE INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $39.33 Unrealized +21.0%
IEI ISHARES 3-7YR 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
SCHD SCHWAB US 0.0%
Value ($000) $5 Shares 66 Est. Cost $60.61 Unrealized
MAC MACERICH COMPANY 0.0%
Value ($000) $5 Shares 385 Est. Cost $12.99 Unrealized
RADA ELECTRONIC 0.0%
Value ($000) $5 Shares 400 Est. Cost $6.25 Unrealized
SHV ISHARES SHORT 0.0%
Value ($000) $5 Shares 44 Est. Cost $113.64 Unrealized
KIRKLAND LAKE 0.0%
Value ($000) $4 Shares 97 Est. Cost $51.55 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $52.44 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.11 Unrealized +74.1%
CONTINENTAL RESOURCES 0.0%
Value ($000) $4 Shares 120 Est. Cost $41.67 Unrealized
ZYNGA INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $6.67 Unrealized
BMBL BUMBLE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $67.36 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $4 Shares 43 Est. Cost $56.29 Unrealized +20.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 120 Est. Cost $43.87 Unrealized -46.2%
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $41.65 Unrealized 0.0%
MAR MARRIOTT INTL 0.0%
Value ($000) $3 Shares 15 Est. Cost $107.68 Unrealized +22.3%
SPHR MADISON SQUARE 0.0%
Value ($000) $3 Shares 33 Est. Cost $35.51 Unrealized +29.7%
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $3 Shares 27 Est. Cost $44.47 Unrealized +75.2%
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $3 Shares 9 Est. Cost $317.67 Unrealized -12.4%
ELECTRAMECCANICA VEHS 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
DHC DIVERSIFIED HEALTHCARE 0.0%
Value ($000) $3 Shares 534 Est. Cost $5.62 Unrealized
FUELCELL ENERGY 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.21 Unrealized -33.8%
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.48 Unrealized +27.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.24 Unrealized +10.5%
GRPN GROUPON INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $22.25 Unrealized +94.5%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $13.33 Unrealized -0.1%
GDXJ VANECK VECTORS 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $2 Shares 8 Est. Cost $124.55 Unrealized +32.5%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.04 Unrealized +5.0%
CNH CNH INDUSTRIAL 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.22 Unrealized 0.0%
VRP INVESCO EXCHANGE 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
LE LANDS END 0.0%
Value ($000) $1 Shares 19 Est. Cost $13.08 Unrealized +124.2%
QSR RESTAURANT BRANDS 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.92 Unrealized -7.4%
RMR RMR GROUP 0.0%
Value ($000) $1 Shares 3 Est. Cost $23.30 Unrealized 0.0%
ACCO ACCO BRANDS 0.0%
Value ($000) $1 Shares 18 Est. Cost $6.90 Unrealized -4.6%
SIEB SIEBERT FINANCIAL 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.57 Unrealized -49.8%
XLE SECTOR ENERGY 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
QURATE RETAIL 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
MMLP MARTIN MIDSTREAM 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
TWIN TWIN DISC 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.11 Unrealized -15.1%
BP BP PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
BLUCORA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
BAC BANK AMERICA 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.64 Unrealized 0.0%
AVNS AVANOS MEDICAL 0.0%
Value ($000) $1 Shares 2 Est. Cost $36.21 Unrealized +29.6%
TORTOISE ENERGY 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $1 Shares 7 Est. Cost $39.36 Unrealized +4.4%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $59.26 Unrealized -5.2%
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $1 Shares 15 Est. Cost $88.24 Unrealized
FIVE STAR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
GOLDEN NUGGET 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $126.77 Unrealized +56.7%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.21 Unrealized -2.1%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.82 Unrealized +49.2%
FIREEYE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized