IAG Wealth Partners, LLC Diversified Active

CIK: 0001827261 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 4, 2021

Total Value ($000): $278,635 (100.0% shares, 0.0% debt)

Holdings (369)

SPYM SPDR PORTFOLIO 11.1%
Value ($000) $30,850 Shares 612,946 Est. Cost $37.65 Unrealized
IVV ISHARES CORE 10.4%
Value ($000) $28,986 Shares 67,421 Est. Cost $323.25 Unrealized
SPDW SPDR PORTFOLIO 10.4%
Value ($000) $28,985 Shares 787,845 Est. Cost $29.64 Unrealized
GSLC GOLDMAN SACHS 8.2%
Value ($000) $22,909 Shares 266,289 Est. Cost $64.25 Unrealized
GSIE GOLDMAN SACHS 6.5%
Value ($000) $18,165 Shares 520,026 Est. Cost $30.13 Unrealized
DLN WISDOMTREE U S 5.8%
Value ($000) $16,085 Shares 133,684 Est. Cost $92.30 Unrealized
DON WISDOMTREE U S 5.1%
Value ($000) $14,072 Shares 335,443 Est. Cost $35.26 Unrealized
RODM LATTICE HARTFORD 4.2%
Value ($000) $11,810 Shares 384,562 Est. Cost $22.50 Unrealized
SPTM SPDR PORTFOLIO 3.9%
Value ($000) $10,891 Shares 205,591 Est. Cost $34.21 Unrealized
VIG VANGUARD DIVIDEND 3.9%
Value ($000) $10,864 Shares 70,186 Est. Cost $120.52 Unrealized
MTUM ISHARES MSCI 3.0%
Value ($000) $8,295 Shares 47,829 Est. Cost $125.66 Unrealized
JSMD JANUS DETROIT 2.0%
Value ($000) $5,463 Shares 80,815 Est. Cost $49.56 Unrealized
AGG ISHARES CORE 1.9%
Value ($000) $5,428 Shares 47,057 Est. Cost $112.38 Unrealized
SPMD SPDR PORTFOLIO 1.9%
Value ($000) $5,324 Shares 112,764 Est. Cost $29.07 Unrealized
GTO INVESCO TOTAL 1.7%
Value ($000) $4,637 Shares 81,252 Est. Cost $57.04 Unrealized
MLPX GLOBAL X 1.6%
Value ($000) $4,405 Shares 121,207 Est. Cost $24.75 Unrealized
MDYV SPDR SERIES 1.4%
Value ($000) $3,818 Shares 56,539 Est. Cost $35.94 Unrealized
SMLV SPDR SSGA 1.4%
Value ($000) $3,811 Shares 33,847 Est. Cost $79.70 Unrealized
SPSM SPDR PORTFOLIO 1.1%
Value ($000) $3,173 Shares 72,212 Est. Cost $24.98 Unrealized
SPYG SPDR PORTFOLIO 1.1%
Value ($000) $2,960 Shares 46,998 Est. Cost $41.74 Unrealized
GEM GOLDMAN SACHS 1.0%
Value ($000) $2,868 Shares 70,253 Est. Cost $30.68 Unrealized
SPYV SPDR PORTFOLIO 0.8%
Value ($000) $2,259 Shares 57,117 Est. Cost $34.92 Unrealized
DES WISDOMTREE U S 0.8%
Value ($000) $2,137 Shares 66,987 Est. Cost $20.77 Unrealized
JSML JANUS DETROIT 0.6%
Value ($000) $1,775 Shares 25,936 Est. Cost $41.50 Unrealized
SCHM SCHWAB US 0.6%
Value ($000) $1,718 Shares 21,945 Est. Cost $60.15 Unrealized
VSS VANGUARD FTSE 0.6%
Value ($000) $1,540 Shares 11,286 Est. Cost $86.38 Unrealized
VTI VANGUARD TOTAL 0.5%
Value ($000) $1,514 Shares 6,791 Est. Cost $165.55 Unrealized
USRT ISHARES CORE 0.5%
Value ($000) $1,420 Shares 24,337 Est. Cost $51.24 Unrealized
MDYG SPDR SERIES 0.5%
Value ($000) $1,300 Shares 16,762 Est. Cost $45.66 Unrealized
JHMM JOHN HANCOCK 0.5%
Value ($000) $1,290 Shares 24,878 Est. Cost $46.22 Unrealized
SPMO INVESCO EXCHANGE 0.4%
Value ($000) $1,184 Shares 19,942 Est. Cost $58.90 Unrealized
IEMG ISHARES CORE 0.3%
Value ($000) $974 Shares 14,534 Est. Cost $54.94 Unrealized
DLS WISDOMTREE INTL 0.3%
Value ($000) $956 Shares 12,799 Est. Cost $70.91 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $772 Shares 5,633 Est. Cost $98.71 Unrealized +28.1%
AGGY WISDOMTREE YIELD 0.3%
Value ($000) $712 Shares 13,633 Est. Cost $52.26 Unrealized
CWI SPDR MSCI 0.2%
Value ($000) $562 Shares 18,597 Est. Cost $29.71 Unrealized
FVD FIRST TRUST 0.2%
Value ($000) $506 Shares 12,701 Est. Cost $34.12 Unrealized
DBEF X TRACKERS 0.2%
Value ($000) $477 Shares 12,697 Est. Cost $30.04 Unrealized
IWF ISHARES RUSSELL 0.2%
Value ($000) $440 Shares 1,618 Est. Cost $173.71 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $319 Shares 1,390 Est. Cost $146.64 Unrealized
FEX FIRST TRUST 0.1%
Value ($000) $295 Shares 3,433 Est. Cost $65.25 Unrealized
FIS FIDELITY NATIONAL 0.1%
Value ($000) $288 Shares 2,033 Est. Cost $123.12 Unrealized +8.3%
XLRE SELECT SECTOR 0.1%
Value ($000) $275 Shares 6,195 Est. Cost $35.52 Unrealized
SCHV SCHWAB US 0.1%
Value ($000) $258 Shares 3,765 Est. Cost $57.72 Unrealized
IJR ISHARES CORE 0.1%
Value ($000) $234 Shares 2,064 Est. Cost $83.86 Unrealized
SUSA ISHARES MSCI 0.1%
Value ($000) $229 Shares 2,390 Est. Cost $108.55 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $228 Shares 66 Est. Cost $110.07 Unrealized +51.0%
PEP PEPSICO INC 0.1%
Value ($000) $226 Shares 1,520 Est. Cost $112.78 Unrealized +11.9%
ORCL ORACLE CORP 0.1%
Value ($000) $215 Shares 2,754 Est. Cost $50.29 Unrealized +46.3%
WPC W P CAREY 0.1%
Value ($000) $183 Shares 2,445 Est. Cost $75.87 Unrealized
MRK MERCK & COMPANY 0.1%
Value ($000) $182 Shares 2,340 Est. Cost $67.55 Unrealized -5.1%
WEC WEC ENERGY 0.1%
Value ($000) $176 Shares 1,978 Est. Cost $75.24 Unrealized +7.2%
SLYV SPDR SERIES 0.1%
Value ($000) $175 Shares 2,032 Est. Cost $65.75 Unrealized
VB VANGUARD SMALL 0.1%
Value ($000) $173 Shares 764 Est. Cost $165.70 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $161 Shares 200 Est. Cost $5.18 Unrealized +208.9%
NUDM NUVEEN ESG 0.1%
Value ($000) $161 Shares 5,069 Est. Cost $26.51 Unrealized
EXAS EXACT SCIENCES 0.1%
Value ($000) $157 Shares 1,258 Est. Cost $82.40 Unrealized +44.8%
HRL HORMEL FOODS 0.1%
Value ($000) $154 Shares 3,220 Est. Cost $36.38 Unrealized +14.1%
LQD ISHARES IBOXX 0.1%
Value ($000) $150 Shares 1,115 Est. Cost $131.20 Unrealized
SPY SPDR S&P 0.1%
Value ($000) $147 Shares 342 Est. Cost $334.09 Unrealized
MUB ISHARES NATIONAL 0.1%
Value ($000) $142 Shares 1,205 Est. Cost $115.04 Unrealized
JPM JPMORGAN CHASE 0.0%
Value ($000) $138 Shares 887 Est. Cost $109.27 Unrealized +27.9%
IJH ISHARES CORE 0.0%
Value ($000) $136 Shares 504 Est. Cost $205.84 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $134 Shares 640 Est. Cost $92.83 Unrealized +76.8%
DFUS DIMENSIONAL US 0.0%
Value ($000) $132 Shares 2,788 Est. Cost $47.35 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $129 Shares 953 Est. Cost $106.66 Unrealized +13.2%
SCHX SCHWAB US 0.0%
Value ($000) $127 Shares 1,216 Est. Cost $77.30 Unrealized
AVDV AVANTIS INTL 0.0%
Value ($000) $122 Shares 1,882 Est. Cost $64.82 Unrealized
T AT&T INC 0.0%
Value ($000) $121 Shares 4,198 Est. Cost $18.60 Unrealized -8.7%
LLY ELI LILLY 0.0%
Value ($000) $121 Shares 526 Est. Cost $123.58 Unrealized +55.3%
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $121 Shares 415 Est. Cost $200.49 Unrealized +31.4%
SDY SPDR SERIES 0.0%
Value ($000) $112 Shares 914 Est. Cost $107.91 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $110 Shares 1,050 Est. Cost $89.05 Unrealized -2.2%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $103 Shares 1,822 Est. Cost $42.83 Unrealized +1.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $101 Shares 612 Est. Cost $114.10 Unrealized +27.0%
IUSG ISHARES S&P 0.0%
Value ($000) $95 Shares 934 Est. Cost $68.52 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $92 Shares 263 Est. Cost $199.48 Unrealized +59.7%
GWW GRAINGER W W 0.0%
Value ($000) $91 Shares 207 Est. Cost $294.38 Unrealized +42.7%
IWD ISHARES RUSSELL 0.0%
Value ($000) $87 Shares 545 Est. Cost $137.61 Unrealized
IXUS ISHARES CORE 0.0%
Value ($000) $86 Shares 1,165 Est. Cost $59.77 Unrealized
ARKW ARK NEXT 0.0%
Value ($000) $86 Shares 552 Est. Cost $53.66 Unrealized
GLD SPDR GOLD 0.0%
Value ($000) $86 Shares 516 Est. Cost $147.11 Unrealized
USMV ISHARES MSCI 0.0%
Value ($000) $85 Shares 1,146 Est. Cost $61.49 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $85 Shares 125 Est. Cost $153.61 Unrealized +41.3%
MMM 3M COMPANY 0.0%
Value ($000) $85 Shares 426 Est. Cost $128.69 Unrealized +9.1%
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $83 Shares 1,871 Est. Cost $35.28 Unrealized
UCON FIRST TRUST 0.0%
Value ($000) $81 Shares 3,020 Est. Cost $25.96 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $81 Shares 299 Est. Cost $168.31 Unrealized +45.4%
BRK/B BERKSHIRE HATHAWAY 0.0%
Value ($000) $79 Shares 284 Est. Cost $216.08 Unrealized +29.3%
DWM WISDOMTREE DEFA 0.0%
Value ($000) $79 Shares 1,445 Est. Cost $44.29 Unrealized
VTV VANGUARD VALUE 0.0%
Value ($000) $77 Shares 555 Est. Cost $135.42 Unrealized
WPM WHEATON PRECIOUS 0.0%
Value ($000) $77 Shares 1,745 Est. Cost $26.71 Unrealized +58.1%
AEE AMEREN CORP 0.0%
Value ($000) $76 Shares 946 Est. Cost $67.21 Unrealized +8.6%
IAU ISHARES GOLD 0.0%
Value ($000) $75 Shares 2,218 Est. Cost $33.81 Unrealized
NUSC NUVEEN ESG 0.0%
Value ($000) $73 Shares 1,602 Est. Cost $31.20 Unrealized
VOO VANGUARD S&P 0.0%
Value ($000) $71 Shares 179 Est. Cost $296.23 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $71 Shares 418 Est. Cost $112.51 Unrealized +39.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $70 Shares 300 Est. Cost $171.93 Unrealized +21.7%
MGEE MGE ENERGY INC 0.0%
Value ($000) $70 Shares 928 Est. Cost $67.55 Unrealized -0.2%
ARKK ARK INNOVATION 0.0%
Value ($000) $69 Shares 527 Est. Cost $44.05 Unrealized
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $69 Shares 797 Est. Cost $33.76 Unrealized
TMO THERMO FISHER 0.0%
Value ($000) $66 Shares 129 Est. Cost $342.94 Unrealized +35.9%
ABBV ABBVIE INC 0.0%
Value ($000) $66 Shares 585 Est. Cost $73.68 Unrealized +28.6%
VUG VANGUARD GROWTH 0.0%
Value ($000) $62 Shares 214 Est. Cost $289.72 Unrealized
SLYG SPDR SERIES 0.0%
Value ($000) $62 Shares 696 Est. Cost $89.08 Unrealized
QQQ INVESCO QQQ 0.0%
Value ($000) $61 Shares 170 Est. Cost $223.69 Unrealized
VEU VANGUARD FTSE 0.0%
Value ($000) $61 Shares 959 Est. Cost $54.49 Unrealized
PZA INVESCO NATIONAL 0.0%
Value ($000) $59 Shares 2,153 Est. Cost $26.47 Unrealized
SPLV INVESCO EXCHANGE 0.0%
Value ($000) $59 Shares 959 Est. Cost $58.74 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $59 Shares 206 Est. Cost $175.36 Unrealized +42.1%
WELL WELLTOWER INC 0.0%
Value ($000) $59 Shares 700 Est. Cost $59.37 Unrealized +14.4%
QUAD QUAD GRAPHICS 0.0%
Value ($000) $57 Shares 13,585 Est. Cost $4.41 Unrealized -17.8%
AMGN AMGEN INC 0.0%
Value ($000) $56 Shares 229 Est. Cost $202.07 Unrealized +5.2%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $55 Shares 1,199 Est. Cost $37.13 Unrealized +25.0%
IEV ISHARES EUROPE 0.0%
Value ($000) $55 Shares 1,018 Est. Cost $47.83 Unrealized
BY BYLINE BANCORP 0.0%
Value ($000) $54 Shares 2,350 Est. Cost $20.80 Unrealized 0.0%
RSP INVESCO S&P 0.0%
Value ($000) $52 Shares 342 Est. Cost $116.16 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $51 Shares 355 Est. Cost $54.36 Unrealized +137.0%
SSP SCRIPPS E W 0.0%
Value ($000) $51 Shares 2,500 Est. Cost $10.73 Unrealized +46.8%
XLV SECTOR HEALTHCARE 0.0%
Value ($000) $51 Shares 403 Est. Cost $109.95 Unrealized
EG EVEREST REINSURANCE 0.0%
Value ($000) $51 Shares 202 Est. Cost $216.79 Unrealized +10.0%
EOLS EVOLUS INC 0.0%
Value ($000) $48 Shares 3,773 Est. Cost $14.10 Unrealized -22.0%
ITOT ISHARES CORE 0.0%
Value ($000) $48 Shares 482 Est. Cost $72.88 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $47 Shares 203 Est. Cost $231.81 Unrealized
MCHI ISHARES MSCI 0.0%
Value ($000) $47 Shares 560 Est. Cost $63.43 Unrealized
LAREDO PETROLEUM 0.0%
Value ($000) $47 Shares 500 Est. Cost $20.00 Unrealized
FISV FISERV INC 0.0%
Value ($000) $44 Shares 405 Est. Cost $108.01 Unrealized +7.6%
V VISA INC 0.0%
Value ($000) $44 Shares 185 Est. Cost $172.55 Unrealized +28.1%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $44 Shares 200 Est. Cost $149.35 Unrealized +34.2%
OGE OGE ENERGY CORP 0.0%
Value ($000) $44 Shares 1,281 Est. Cost $43.20 Unrealized -21.9%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $43 Shares 371 Est. Cost $91.77 Unrealized +16.9%
WESTERN ASSET 0.0%
Value ($000) $43 Shares 3,143 Est. Cost $13.68 Unrealized
PIONEER NATURAL 0.0%
Value ($000) $43 Shares 264 Est. Cost $151.52 Unrealized
BCE BCE INC 0.0%
Value ($000) $42 Shares 842 Est. Cost $31.73 Unrealized +10.5%
GNRC GENERAC HOLDINGS 0.0%
Value ($000) $42 Shares 100 Est. Cost $93.09 Unrealized +260.4%
IWP ISHARES RUSSELL 0.0%
Value ($000) $41 Shares 358 Est. Cost $129.89 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $40 Shares 298 Est. Cost $109.76 Unrealized +2.4%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $40 Shares 740 Est. Cost $45.84 Unrealized 0.0%
ELV ANTHEM INC 0.0%
Value ($000) $40 Shares 104 Est. Cost $253.23 Unrealized +41.6%
LMT LOCKHEED MARTIN 0.0%
Value ($000) $39 Shares 101 Est. Cost $300.34 Unrealized +12.7%
F FORD MOTOR 0.0%
Value ($000) $39 Shares 2,593 Est. Cost $5.96 Unrealized +69.2%
ET ENERGY TRANSFER 0.0%
Value ($000) $39 Shares 3,579 Est. Cost $10.65 Unrealized
QCLN FIRST TRUST 0.0%
Value ($000) $38 Shares 545 Est. Cost $25.04 Unrealized
VO VANGUARD MID 0.0%
Value ($000) $38 Shares 157 Est. Cost $167.59 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $38 Shares 600 Est. Cost $49.88 Unrealized +0.3%
SO SOUTHERN COMPANY 0.0%
Value ($000) $37 Shares 607 Est. Cost $48.82 Unrealized +10.1%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $36 Shares 339 Est. Cost $79.14 Unrealized +27.5%
BDX BECTON DICKINSON 0.0%
Value ($000) $36 Shares 148 Est. Cost $226.44 Unrealized -1.9%
SLV ISHARES SILVER 0.0%
Value ($000) $36 Shares 1,456 Est. Cost $16.91 Unrealized
DTD WISDOMTREE U S 0.0%
Value ($000) $36 Shares 298 Est. Cost $85.16 Unrealized
IHF ISHARES U S 0.0%
Value ($000) $35 Shares 128 Est. Cost $171.88 Unrealized
EOG EOG RESOURCES 0.0%
Value ($000) $34 Shares 404 Est. Cost $55.80 Unrealized +12.6%
FSK FS KKR 0.0%
Value ($000) $34 Shares 1,549 Est. Cost $11.05 Unrealized 0.0%
MDY SPDR S&P 0.0%
Value ($000) $34 Shares 68 Est. Cost $376.50 Unrealized
ESGD ISHARES ESG 0.0%
Value ($000) $33 Shares 409 Est. Cost $61.12 Unrealized
ADP AUTOMATIC DATA 0.0%
Value ($000) $33 Shares 166 Est. Cost $145.09 Unrealized +21.5%
ARKG ARK GENOMIC 0.0%
Value ($000) $33 Shares 351 Est. Cost $94.02 Unrealized
WM WASTE MANAGEMENT 0.0%
Value ($000) $33 Shares 235 Est. Cost $103.21 Unrealized +24.5%
VONE VANGUARD RUSSELL 0.0%
Value ($000) $32 Shares 158 Est. Cost $151.90 Unrealized
DIS WALT DISNEY 0.0%
Value ($000) $31 Shares 174 Est. Cost $135.01 Unrealized +30.1%
GILD GILEAD SCIENCES 0.0%
Value ($000) $30 Shares 434 Est. Cost $51.27 Unrealized +9.0%
BMO BANK MONTREAL 0.0%
Value ($000) $30 Shares 289 Est. Cost $75.51 Unrealized +8.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $30 Shares 12 Est. Cost $78.40 Unrealized +47.9%
HD HOME DEPOT 0.0%
Value ($000) $29 Shares 88 Est. Cost $193.83 Unrealized +46.4%
EA ELECTRONIC ARTS 0.0%
Value ($000) $29 Shares 200 Est. Cost $96.52 Unrealized +43.4%
NOBL PROSHARES TRUST 0.0%
Value ($000) $28 Shares 300 Est. Cost $75.88 Unrealized
VNLA JANUS HENDERSON 0.0%
Value ($000) $28 Shares 539 Est. Cost $50.05 Unrealized
VNQ VANGUARD REAL 0.0%
Value ($000) $27 Shares 260 Est. Cost $94.40 Unrealized
MET METLIFE INC 0.0%
Value ($000) $27 Shares 446 Est. Cost $52.25 Unrealized +5.4%
XLP SECTOR CONSUMER 0.0%
Value ($000) $27 Shares 385 Est. Cost $59.05 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $25 Shares 235 Est. Cost $67.37 Unrealized +21.4%
GM GENERAL MOTORS 0.0%
Value ($000) $25 Shares 417 Est. Cost $34.27 Unrealized +65.5%
XHE SPDR S&P 0.0%
Value ($000) $25 Shares 189 Est. Cost $125.78 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $25 Shares 114 Est. Cost $199.27 Unrealized -8.1%
XNTK SPDR SERIES 0.0%
Value ($000) $25 Shares 155 Est. Cost $83.87 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $24 Shares 121 Est. Cost $103.75 Unrealized +58.3%
NUBD NUVEEN ESG 0.0%
Value ($000) $24 Shares 918 Est. Cost $25.67 Unrealized
UNILEVER PLC 0.0%
Value ($000) $24 Shares 400 Est. Cost $62.50 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $24 Shares 191 Est. Cost $92.57 Unrealized +18.3%
VBK VANGUARD SMALL 0.0%
Value ($000) $24 Shares 80 Est. Cost $300.00 Unrealized
SNPE X TRACKERS 0.0%
Value ($000) $23 Shares 586 Est. Cost $29.21 Unrealized
BMY BRISTOL MYERS 0.0%
Value ($000) $23 Shares 335 Est. Cost $45.19 Unrealized +19.3%
MO ALTRIA GROUP 0.0%
Value ($000) $23 Shares 472 Est. Cost $27.67 Unrealized +22.8%
IMVP INVESCO INDIA 0.0%
Value ($000) $22 Shares 826 Est. Cost $18.68 Unrealized
VBR VANGUARD SMALL 0.0%
Value ($000) $22 Shares 125 Est. Cost $176.00 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $22 Shares 904 Est. Cost $22.24 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $22 Shares 45 Est. Cost $333.07 Unrealized +29.1%
COST COSTCO WHOLESALE 0.0%
Value ($000) $21 Shares 53 Est. Cost $347.39 Unrealized +3.4%
LOW LOWES COMPANIES 0.0%
Value ($000) $21 Shares 108 Est. Cost $102.36 Unrealized +75.4%
YUM YUM BRANDS INC 0.0%
Value ($000) $21 Shares 178 Est. Cost $92.35 Unrealized +17.0%
EPAM EPAM SYSTEMS 0.0%
Value ($000) $21 Shares 40 Est. Cost $196.74 Unrealized +138.2%
EMR EMERSON ELECTRIC 0.0%
Value ($000) $20 Shares 200 Est. Cost $62.82 Unrealized +36.1%
AMT AMERICAN TOWER 0.0%
Value ($000) $20 Shares 71 Est. Cost $183.82 Unrealized +20.4%
ITA ISHARES AEROSPACE 0.0%
Value ($000) $20 Shares 176 Est. Cost $130.68 Unrealized
CEF SPROTT PHYSICAL 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $15.00 Unrealized
MTN VAIL RESORTS 0.0%
Value ($000) $19 Shares 60 Est. Cost $236.65 Unrealized +34.7%
INTC INTEL CORP 0.0%
Value ($000) $18 Shares 310 Est. Cost $47.78 Unrealized +12.1%
PBUS INVESCO PUREBETA 0.0%
Value ($000) $18 Shares 407 Est. Cost $44.23 Unrealized
EFG ISHARES MSCI 0.0%
Value ($000) $18 Shares 160 Est. Cost $86.49 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $18 Shares 83 Est. Cost $177.67 Unrealized +16.1%
CMCSA COMCAST CORP 0.0%
Value ($000) $18 Shares 310 Est. Cost $37.86 Unrealized +29.6%
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $17 Shares 60 Est. Cost $235.50 Unrealized +11.6%
DAL DELTA AIRLINES 0.0%
Value ($000) $17 Shares 387 Est. Cost $30.76 Unrealized +46.4%
USB U S BANCORP DE 0.0%
Value ($000) $17 Shares 283 Est. Cost $44.73 Unrealized +6.7%
LCNB LCNB CORP 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $13.35 Unrealized +2.9%
IGM ISHARES EXPANDED 0.0%
Value ($000) $17 Shares 42 Est. Cost $309.52 Unrealized
VNM VANECK VECTORS 0.0%
Value ($000) $17 Shares 775 Est. Cost $16.86 Unrealized
FPXI FIRST TRUST 0.0%
Value ($000) $17 Shares 244 Est. Cost $53.28 Unrealized
SIXG ETF DEFIANCE 0.0%
Value ($000) $16 Shares 420 Est. Cost $27.38 Unrealized
INDA ISHARES MSCI 0.0%
Value ($000) $16 Shares 340 Est. Cost $33.87 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $16 Shares 50 Est. Cost $177.66 Unrealized +63.8%
NUMV NUVEEN ESG 0.0%
Value ($000) $16 Shares 414 Est. Cost $24.15 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $15 Shares 25 Est. Cost $465.18 Unrealized +10.8%
ESML ISHARES ESG 0.0%
Value ($000) $15 Shares 359 Est. Cost $27.86 Unrealized
WTS WATTS WATER 0.0%
Value ($000) $15 Shares 100 Est. Cost $94.88 Unrealized +39.3%
VTEB VANGUARD MUNICIPAL 0.0%
Value ($000) $15 Shares 263 Est. Cost $53.23 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $15 Shares 1,098 Est. Cost $10.46 Unrealized
WMT WALMART INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $38.21 Unrealized +14.6%
BBCA JPMORGAN BETABUILDERS 0.0%
Value ($000) $14 Shares 215 Est. Cost $65.12 Unrealized
TJX TJX COS 0.0%
Value ($000) $14 Shares 200 Est. Cost $54.60 Unrealized +16.6%
NVO NOVO NORDISK 0.0%
Value ($000) $14 Shares 163 Est. Cost $61.35 Unrealized
ORA ORMAT TECHNOLOGIES 0.0%
Value ($000) $14 Shares 200 Est. Cost $72.88 Unrealized -5.2%
NUMG NUVEEN ESG 0.0%
Value ($000) $14 Shares 248 Est. Cost $40.32 Unrealized
CVS CVS HEALTH 0.0%
Value ($000) $14 Shares 161 Est. Cost $57.71 Unrealized +22.1%
PRINCIPAL MILLENNIALS 0.0%
Value ($000) $13 Shares 193 Est. Cost $62.18 Unrealized
QUIDEL CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $76.09 Unrealized
ROBO EXCHANGE TRADED 0.0%
Value ($000) $13 Shares 188 Est. Cost $45.45 Unrealized
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $13 Shares 60 Est. Cost $177.58 Unrealized +10.2%
VOT VANGUARD MID 0.0%
Value ($000) $13 Shares 52 Est. Cost $190.00 Unrealized
AG FIRST MAJESTIC 0.0%
Value ($000) $13 Shares 765 Est. Cost $11.50 Unrealized +43.2%
GDX VANECK VECTORS 0.0%
Value ($000) $13 Shares 381 Est. Cost $31.30 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $13 Shares 5 Est. Cost $64.05 Unrealized +84.7%
MAIN MAIN STREET 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.76 Unrealized -2.8%
ADM ARCHER DANIELS 0.0%
Value ($000) $13 Shares 200 Est. Cost $35.73 Unrealized +56.1%
BTG B2GOLD CORP 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $3.63 Unrealized +11.1%
IRM IRON MOUNTAIN 0.0%
Value ($000) $13 Shares 295 Est. Cost $22.21 Unrealized +56.1%
UAL UNITED AIRLINES 0.0%
Value ($000) $12 Shares 222 Est. Cost $89.75 Unrealized -38.2%
INVESCO PUREBETA 0.0%
Value ($000) $12 Shares 280 Est. Cost $42.86 Unrealized
LPLA LPL FINANCIAL 0.0%
Value ($000) $12 Shares 83 Est. Cost $85.83 Unrealized +69.4%
COF CAPITAL ONE 0.0%
Value ($000) $12 Shares 75 Est. Cost $86.78 Unrealized +59.7%
BA BOEING COMPANY 0.0%
Value ($000) $12 Shares 50 Est. Cost $210.41 Unrealized +14.9%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $12 Shares 140 Est. Cost $66.06 Unrealized +24.0%
DEO DIAGEO PLC 0.0%
Value ($000) $12 Shares 60 Est. Cost $168.67 Unrealized
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $12 Shares 50 Est. Cost $170.74 Unrealized +27.3%
WORLD WRESTLING 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.00 Unrealized
BBJP JPMORGAN BETABUILDERS 0.0%
Value ($000) $12 Shares 206 Est. Cost $58.25 Unrealized
FTCS FIRST TRUST 0.0%
Value ($000) $12 Shares 151 Est. Cost $79.47 Unrealized
EIDO ISHARES MSCI 0.0%
Value ($000) $11 Shares 518 Est. Cost $25.69 Unrealized
IYE ISHARES U S 0.0%
Value ($000) $11 Shares 364 Est. Cost $32.76 Unrealized
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $11 Shares 549 Est. Cost $20.10 Unrealized 0.0%
VYM VANGUARD HIGH 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $11 Shares 17 Est. Cost $263.51 Unrealized +109.5%
INFY INFOSYS LTD 0.0%
Value ($000) $11 Shares 496 Est. Cost $12.10 Unrealized
VPL VANGUARD FTSE 0.0%
Value ($000) $11 Shares 123 Est. Cost $71.43 Unrealized
AAP ADVANCE AUTO 0.0%
Value ($000) $11 Shares 50 Est. Cost $112.44 Unrealized +55.3%
VWO VANGUARD FSTE 0.0%
Value ($000) $11 Shares 193 Est. Cost $46.95 Unrealized
VGK VANGUARD FTSE 0.0%
Value ($000) $11 Shares 160 Est. Cost $65.08 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $11 Shares 70 Est. Cost $72.86 Unrealized +67.7%
BTI BRITISH AMERN 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $10 Shares 172 Est. Cost $44.51 Unrealized +6.2%
DNP SELECT 0.0%
Value ($000) $10 Shares 870 Est. Cost $12.79 Unrealized
ETFMG ALTERNATIVE 0.0%
Value ($000) $10 Shares 468 Est. Cost $15.12 Unrealized
TIP ISHARES TIPS 0.0%
Value ($000) $10 Shares 76 Est. Cost $125.35 Unrealized
FLGT FULGENT GENETICS 0.0%
Value ($000) $10 Shares 100 Est. Cost $31.30 Unrealized +155.1%
ECNS ISHARES MSCI 0.0%
Value ($000) $10 Shares 160 Est. Cost $43.75 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $10 Shares 112 Est. Cost $94.71 Unrealized
BND VANGUARD TOTAL 0.0%
Value ($000) $10 Shares 111 Est. Cost $84.52 Unrealized
OTTR OTTER TAIL 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.43 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $153.90 Unrealized +1.9%
INTU INTUIT INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $421.44 Unrealized 0.0%
DISCOVER FINANCIAL 0.0%
Value ($000) $9 Shares 75 Est. Cost $93.33 Unrealized
DFAT DIMENSIONAL US 0.0%
Value ($000) $9 Shares 189 Est. Cost $47.62 Unrealized
FVAL FIDELITY COVINGTON 0.0%
Value ($000) $9 Shares 168 Est. Cost $53.57 Unrealized
IWB ISHARES RUSSELL 0.0%
Value ($000) $9 Shares 37 Est. Cost $189.19 Unrealized
WALGREENS BOOTS 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.69 Unrealized
KTOS KRATOS DEFENSE 0.0%
Value ($000) $8 Shares 275 Est. Cost $18.54 Unrealized +42.5%
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 +69.6%
ZM ZOOM VIDEO 0.0%
Value ($000) $8 Shares 20 Est. Cost $98.68 Unrealized +237.5%
AMD ADVANCED MICRO 0.0%
Value ($000) $8 Shares 76 Est. Cost $36.81 Unrealized +119.5%
INGR INGREDION INC 0.0%
Value ($000) $8 Shares 85 Est. Cost $78.80 Unrealized +18.5%
NUVEEN EMERGING 0.0%
Value ($000) $8 Shares 887 Est. Cost $7.89 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 234 Est. Cost $26.93 Unrealized 0.0%
INVESCO BALANCED 0.0%
Value ($000) $8 Shares 441 Est. Cost $18.14 Unrealized
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $8 Shares 552 Est. Cost $10.83 Unrealized +13.2%
MAC MACERICH COMPANY 0.0%
Value ($000) $8 Shares 385 Est. Cost $12.99 Unrealized
CCI CROWN CASTLE 0.0%
Value ($000) $8 Shares 36 Est. Cost $104.19 Unrealized +44.0%
CANOPY GROWTH 0.0%
Value ($000) $8 Shares 300 Est. Cost $22.84 Unrealized
PENN PENN NATIONAL 0.0%
Value ($000) $8 Shares 100 Est. Cost $22.90 Unrealized +276.0%
CSIQ CANADIAN SOLAR 0.0%
Value ($000) $8 Shares 167 Est. Cost $32.64 Unrealized +25.4%
PPC PILGRIMS PRIDE 0.0%
Value ($000) $8 Shares 320 Est. Cost $18.10 Unrealized +31.5%
DHR DANAHER CORP 0.0%
Value ($000) $8 Shares 29 Est. Cost $204.67 Unrealized +6.1%
PBA PEMBINA PIPELINE 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.28 Unrealized -2.0%
BLCN SIREN NASDAQ 0.0%
Value ($000) $7 Shares 128 Est. Cost $54.69 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $41.88 Unrealized +0.4%
FORTRESS TRANSPORTATION 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
XILINX INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $100.00 Unrealized
ZBH ZIMMER BIOMET 0.0%
Value ($000) $7 Shares 40 Est. Cost $131.26 Unrealized +18.7%
AURORA CANNABIS 0.0%
Value ($000) $7 Shares 710 Est. Cost $12.68 Unrealized
ARENA PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 92 Est. Cost $43.48 Unrealized
SPLUNK INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $162.79 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $11.89 Unrealized +268.2%
ORBITAL ENERGY 0.0%
Value ($000) $7 Shares 1,450 Est. Cost $6.33 Unrealized
IONS IONIS PHARMACEUTICALS 0.0%
Value ($000) $6 Shares 135 Est. Cost $39.17 Unrealized 0.0%
NORTHERN LIGHTS 0.0%
Value ($000) $6 Shares 195 Est. Cost $30.77 Unrealized
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $6 Shares 153 Est. Cost $30.06 Unrealized +13.9%
ALSN ALLISON TRANSMISSION 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.15 Unrealized +19.1%
MSGS MADISON SQUARE 0.0%
Value ($000) $6 Shares 33 Est. Cost $165.18 Unrealized +9.4%
FDIQ INVESCO KBW 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.16 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.04 Unrealized +18.5%
WCN WASTE CONNECTIONS 0.0%
Value ($000) $6 Shares 50 Est. Cost $115.43 Unrealized 0.0%
GABELLI MULTIMEDIA 0.0%
Value ($000) $6 Shares 470 Est. Cost $8.51 Unrealized
FLOT ISHARES FLOATING 0.0%
Value ($000) $5 Shares 79 Est. Cost $63.29 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $5 Shares 266 Est. Cost $12.28 Unrealized +11.8%
GEVO GEVO INC 0.0%
Value ($000) $5 Shares 600 Est. Cost $1.67 Unrealized +338.3%
NEO NEOGENOMICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $23.81 Unrealized +86.1%
MAT MATTEL INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $11.11 Unrealized +85.9%
LINDE PLC 0.0%
Value ($000) $5 Shares 16 Est. Cost $312.50 Unrealized
CARR CARRIER GLOBAL 0.0%
Value ($000) $5 Shares 91 Est. Cost $22.81 Unrealized +84.0%
CONTINENTAL RESOURCES 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.67 Unrealized
RADA ELECTRONIC 0.0%
Value ($000) $5 Shares 400 Est. Cost $6.25 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $154.88 Unrealized +47.0%
SCHD SCHWAB US 0.0%
Value ($000) $5 Shares 66 Est. Cost $60.61 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 120 Est. Cost $43.87 Unrealized -36.2%
ENGLOBAL CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
KIRKLAND LAKE 0.0%
Value ($000) $4 Shares 97 Est. Cost $51.55 Unrealized
FIRST TRUST 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $4 Shares 9 Est. Cost $317.67 Unrealized +5.1%
ZYNGA INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $6.67 Unrealized
SPHR MADISON SQUARE 0.0%
Value ($000) $3 Shares 33 Est. Cost $35.51 Unrealized +15.1%
ZTO ZTO EXPRESS 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.33 Unrealized
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.21 Unrealized -25.0%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $3 Shares 50 Est. Cost $36.04 Unrealized +16.7%
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $3 Shares 27 Est. Cost $44.47 Unrealized +92.6%
BMBL BUMBLE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $67.36 Unrealized -21.7%
SCHE SCHWAB EMERGING 0.0%
Value ($000) $3 Shares 88 Est. Cost $34.09 Unrealized
ELECTRAMECCANICA VEHS 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $52.44 Unrealized -38.3%
DVY ISHARES SELECT 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
DIVB ISHARES US 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
ENERGOUS CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.24 Unrealized +27.1%
FUELCELL ENERGY 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $2 Shares 15 Est. Cost $88.24 Unrealized
FIREEYE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $191.53 Unrealized 0.0%
GDXJ VANECK VECTORS 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $2 Shares 20 Est. Cost $47.48 Unrealized +51.0%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $28.33 Unrealized +9.4%
BP BP PLC 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
CNH CNH INDUSTRIAL 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.22 Unrealized +14.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $2 Shares 8 Est. Cost $124.55 Unrealized +26.4%
BLUCORA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
SIEB SIEBERT FINANCIAL 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.57 Unrealized -56.8%
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $1 Shares 7 Est. Cost $39.36 Unrealized +19.4%
QSR RESTAURANT BRANDS 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.92 Unrealized +0.7%
QURATE RETAIL 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $59.26 Unrealized +5.8%
XLE SECTOR ENERGY 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
GOLDEN NUGGET 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $86.82 Unrealized +44.8%
ACCO ACCO BRANDS 0.0%
Value ($000) $1 Shares 18 Est. Cost $6.90 Unrealized -0.6%
MMLP MARTIN MIDSTREAM 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
AVNS AVANOS MEDICAL 0.0%
Value ($000) $1 Shares 2 Est. Cost $36.21 Unrealized +14.2%
TWIN TWIN DISC 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.11 Unrealized +19.0%
BAC BANK AMERICA 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.64 Unrealized +19.3%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $13.33 Unrealized -11.0%
LE LANDS END 0.0%
Value ($000) $1 Shares 19 Est. Cost $13.08 Unrealized +108.7%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.21 Unrealized +8.3%