Clearview Wealth Advisors LLC Diversified Active

CIK: 0001840306 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value ($000): $129,410 (100.0% shares, 0.0% debt)

Holdings (621)

SCHD SCHWAB US DIVIDEND EQUITY ETF 9.8%
Value ($000) $12,712 Shares 168,282 Est. Cost $72.71 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 9.1%
Value ($000) $11,812 Shares 262,611 Est. Cost $48.24 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 6.1%
Value ($000) $7,852 Shares 92,652 Est. Cost $89.68 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 3.6%
Value ($000) $4,721 Shares 103,423 Est. Cost $50.46 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 3.1%
Value ($000) $4,024 Shares 89,570 Est. Cost $52.54 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 2.6%
Value ($000) $3,373 Shares 148,461 Est. Cost $26.05 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 2.4%
Value ($000) $3,169 Shares 69,072 Est. Cost $50.94 Unrealized
VOO VANGUARD S&P 500 ETF 2.3%
Value ($000) $2,933 Shares 8,347 Est. Cost $351.34 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 2.2%
Value ($000) $2,808 Shares 25,954 Est. Cost $108.01 Unrealized
MBB ISHARES MBS ETF 2.2%
Value ($000) $2,797 Shares 30,157 Est. Cost $102.63 Unrealized
CVX CHEVRON CORP NEW COM 2.0%
Value ($000) $2,608 Shares 14,529 Est. Cost $69.19 Unrealized +121.5%
EFG ISHARES MSCI EAFE GROWTH ETF 2.0%
Value ($000) $2,597 Shares 31,004 Est. Cost $93.76 Unrealized
EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 1.5%
Value ($000) $1,936 Shares 84,135 Est. Cost $23.12 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $1,809 Shares 7,541 Est. Cost $208.57 Unrealized +12.2%
ESGV VANGUARD ESG U.S. STOCK ETF 1.4%
Value ($000) $1,781 Shares 27,049 Est. Cost $65.86 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.3%
Value ($000) $1,718 Shares 23,915 Est. Cost $71.84 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.2%
Value ($000) $1,514 Shares 20,118 Est. Cost $75.28 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.1%
Value ($000) $1,402 Shares 19,442 Est. Cost $72.48 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.1%
Value ($000) $1,388 Shares 9,142 Est. Cost $150.97 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.0%
Value ($000) $1,314 Shares 22,729 Est. Cost $57.82 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.0%
Value ($000) $1,301 Shares 31,817 Est. Cost $42.05 Unrealized
ABT ABBOTT LABS COM 1.0%
Value ($000) $1,260 Shares 11,477 Est. Cost $107.97 Unrealized -9.6%
AAPL APPLE INC COM 0.9%
Value ($000) $1,169 Shares 8,996 Est. Cost $118.01 Unrealized +19.2%
BAC BANK AMERICA CORP COM 0.9%
Value ($000) $1,109 Shares 33,491 Est. Cost $26.39 Unrealized +20.2%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,088 Shares 8,116 Est. Cost $106.47 Unrealized +10.5%
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,075 Shares 6,650 Est. Cost $84.29 Unrealized +62.8%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.8%
Value ($000) $1,009 Shares 34,343 Est. Cost $29.90 Unrealized
SCHP SCHWAB US TIPS ETF 0.8%
Value ($000) $997 Shares 19,251 Est. Cost $61.03 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.8%
Value ($000) $974 Shares 16,350 Est. Cost $59.75 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $962 Shares 5,445 Est. Cost $129.94 Unrealized +20.9%
NUE NUCOR CORP COM 0.7%
Value ($000) $943 Shares 7,153 Est. Cost $63.21 Unrealized +105.1%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $910 Shares 1,870 Est. Cost $324.07 Unrealized +31.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.7%
Value ($000) $906 Shares 9,576 Est. Cost $88.11 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $886 Shares 11,896 Est. Cost $77.15 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.7%
Value ($000) $880 Shares 15,046 Est. Cost $58.48 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.7%
Value ($000) $878 Shares 3,561 Est. Cost $210.74 Unrealized +4.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.7%
Value ($000) $860 Shares 11,435 Est. Cost $75.59 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $832 Shares 5,266 Est. Cost $120.22 Unrealized +15.8%
WMT WALMART INC COM 0.6%
Value ($000) $815 Shares 5,747 Est. Cost $45.16 Unrealized +1.1%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.6%
Value ($000) $804 Shares 32,667 Est. Cost $29.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $774 Shares 10,751 Est. Cost $50.88 Unrealized +28.2%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $743 Shares 2,820 Est. Cost $198.10 Unrealized +23.8%
PEP PEPSICO INC COM 0.6%
Value ($000) $739 Shares 4,089 Est. Cost $122.67 Unrealized +31.2%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.6%
Value ($000) $729 Shares 25,876 Est. Cost $36.58 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $717 Shares 15,040 Est. Cost $37.39 Unrealized +10.9%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $698 Shares 3,275 Est. Cost $213.91 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $695 Shares 6,263 Est. Cost $66.33 Unrealized +39.9%
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $678 Shares 1,765 Est. Cost $384.84 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $654 Shares 12,753 Est. Cost $30.13 Unrealized +33.4%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $640 Shares 4,082 Est. Cost $116.39 Unrealized +31.6%
EMR EMERSON ELEC CO COM 0.5%
Value ($000) $604 Shares 6,287 Est. Cost $69.93 Unrealized +20.9%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $598 Shares 5,439 Est. Cost $127.58 Unrealized -14.7%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $595 Shares 3,928 Est. Cost $124.57 Unrealized +4.2%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $580 Shares 1,270 Est. Cost $346.20 Unrealized +35.4%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $572 Shares 2,670 Est. Cost $166.36 Unrealized +7.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.4%
Value ($000) $563 Shares 3,856 Est. Cost $146.47 Unrealized
GIS GENERAL MLS INC COM 0.4%
Value ($000) $559 Shares 6,661 Est. Cost $51.51 Unrealized +41.6%
CB CHUBB LIMITED COM 0.4%
Value ($000) $556 Shares 2,521 Est. Cost $143.97 Unrealized +38.9%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.4%
Value ($000) $548 Shares 8,569 Est. Cost $58.07 Unrealized
DE DEERE & CO COM 0.4%
Value ($000) $538 Shares 1,254 Est. Cost $348.88 Unrealized +11.4%
LEG LEGGETT & PLATT INC COM 0.4%
Value ($000) $493 Shares 15,298 Est. Cost $42.73 Unrealized -21.2%
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $492 Shares 7,076 Est. Cost $70.98 Unrealized
KMI KINDER MORGAN INC DEL COM 0.4%
Value ($000) $484 Shares 26,796 Est. Cost $11.06 Unrealized +37.3%
WPC WP CAREY INC COM 0.4%
Value ($000) $475 Shares 6,077 Est. Cost $72.47 Unrealized
PPL PPL CORP COM 0.4%
Value ($000) $467 Shares 15,981 Est. Cost $23.60 Unrealized +4.5%
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF 0.3%
Value ($000) $437 Shares 25,445 Est. Cost $18.69 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $432 Shares 7,160 Est. Cost $59.81 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $420 Shares 10,778 Est. Cost $38.98 Unrealized
MTB M & T BK CORP COM 0.3%
Value ($000) $412 Shares 2,838 Est. Cost $114.12 Unrealized +29.5%
TE CONNECTIVITY LTD SHS 0.3%
Value ($000) $402 Shares 3,499 Est. Cost $110.44 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $397 Shares 2,925 Est. Cost $115.73 Unrealized -2.6%
INTC INTEL CORP COM 0.3%
Value ($000) $392 Shares 14,817 Est. Cost $43.90 Unrealized -39.3%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.3%
Value ($000) $372 Shares 18,974 Est. Cost $23.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $360 Shares 1,166 Est. Cost $222.08 Unrealized +33.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $357 Shares 1,119 Est. Cost $320.54 Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.3%
Value ($000) $353 Shares 4,259 Est. Cost $82.83 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.3%
Value ($000) $345 Shares 6,854 Est. Cost $50.28 Unrealized
T AT&T INC COM 0.3%
Value ($000) $344 Shares 18,701 Est. Cost $15.59 Unrealized -3.1%
CI CIGNA CORP NEW COM 0.3%
Value ($000) $341 Shares 1,030 Est. Cost $179.43 Unrealized +66.6%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $325 Shares 2,757 Est. Cost $33.93 Unrealized +222.4%
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $319 Shares 3,762 Est. Cost $90.79 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $310 Shares 3,691 Est. Cost $126.81 Unrealized -22.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $292 Shares 3,918 Est. Cost $68.58 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.2%
Value ($000) $267 Shares 7,373 Est. Cost $34.03 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $263 Shares 3,001 Est. Cost $50.03 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $261 Shares 2,504 Est. Cost $100.41 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $256 Shares 2,249 Est. Cost $116.32 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $247 Shares 1,692 Est. Cost $18.83 Unrealized -22.2%
HD HOME DEPOT INC COM 0.2%
Value ($000) $246 Shares 777 Est. Cost $252.88 Unrealized +11.2%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $232 Shares 2,103 Est. Cost $37.03 Unrealized +160.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $221 Shares 2,421 Est. Cost $87.22 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $202 Shares 6,645 Est. Cost $30.10 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $201 Shares 4,000 Est. Cost $50.00 Unrealized
BROS DUTCH BROS INC CL A 0.2%
Value ($000) $198 Shares 7,030 Est. Cost $45.03 Unrealized -26.6%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.2%
Value ($000) $198 Shares 5,408 Est. Cost $36.31 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $172 Shares 2,709 Est. Cost $45.64 Unrealized +20.3%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $152 Shares 1,527 Est. Cost $85.15 Unrealized +2.8%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $152 Shares 3,705 Est. Cost $46.19 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $136 Shares 654 Est. Cost $197.58 Unrealized -0.3%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $131 Shares 3,899 Est. Cost $38.97 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $127 Shares 666 Est. Cost $184.87 Unrealized -11.5%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $126 Shares 330 Est. Cost $402.28 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $124 Shares 1,400 Est. Cost $109.52 Unrealized -13.9%
EINC VANECK ENERGY INCOME ETF 0.1%
Value ($000) $118 Shares 1,906 Est. Cost $55.88 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $114 Shares 2,826 Est. Cost $75.49 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $114 Shares 491 Est. Cost $137.92 Unrealized +53.8%
O REALTY INCOME CORP COM 0.1%
Value ($000) $113 Shares 1,786 Est. Cost $49.04 Unrealized +6.5%
QTUM DEFIANCE QUANTUM ETF 0.1%
Value ($000) $112 Shares 2,868 Est. Cost $41.67 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $111 Shares 2,693 Est. Cost $30.90 Unrealized +32.1%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.1%
Value ($000) $111 Shares 3,227 Est. Cost $34.91 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $110 Shares 1,313 Est. Cost $62.21 Unrealized -22.2%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $110 Shares 810 Est. Cost $119.97 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $105 Shares 2,232 Est. Cost $51.01 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $105 Shares 1,037 Est. Cost $63.72 Unrealized +37.6%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $105 Shares 465 Est. Cost $26.38 Unrealized +52.4%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $104 Shares 196 Est. Cost $316.04 Unrealized +58.3%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $104 Shares 2,298 Est. Cost $44.68 Unrealized -9.2%
KBWB INVESCO KBW BANK ETF 0.1%
Value ($000) $102 Shares 1,969 Est. Cost $50.40 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $101 Shares 410 Est. Cost $198.05 Unrealized +17.7%
SO SOUTHERN CO COM 0.1%
Value ($000) $99 Shares 1,379 Est. Cost $49.53 Unrealized +20.4%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $96 Shares 1,010 Est. Cost $104.54 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $95 Shares 1,624 Est. Cost $63.76 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $94 Shares 988 Est. Cost $64.12 Unrealized +27.4%
CDC VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $93 Shares 1,502 Est. Cost $71.69 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.1%
Value ($000) $93 Shares 4,100 Est. Cost $8.64 Unrealized +84.4%
WVVI WILLAMETTE VY VINEYARD INC COM 0.1%
Value ($000) $93 Shares 15,574 Est. Cost $6.38 Unrealized -4.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $92 Shares 1,835 Est. Cost $47.91 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $89 Shares 874 Est. Cost $69.60 Unrealized +16.8%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $87 Shares 1,535 Est. Cost $55.22 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $85 Shares 788 Est. Cost $144.82 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $84 Shares 448 Est. Cost $115.62 Unrealized +46.5%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $83 Shares 653 Est. Cost $47.98 Unrealized +137.8%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $81 Shares 1,872 Est. Cost $42.29 Unrealized
STAG STAG INDL INC COM 0.1%
Value ($000) $81 Shares 2,493 Est. Cost $38.85 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $80 Shares 321 Est. Cost $150.11 Unrealized +52.5%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $78 Shares 938 Est. Cost $65.89 Unrealized +12.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $78 Shares 744 Est. Cost $52.81 Unrealized +73.0%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value ($000) $75 Shares 757 Est. Cost $100.12 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $75 Shares 777 Est. Cost $105.94 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $75 Shares 1,069 Est. Cost $77.60 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $74 Shares 509 Est. Cost $127.99 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.1%
Value ($000) $73 Shares 1,579 Est. Cost $56.88 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $71 Shares 3,183 Est. Cost $26.19 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $70 Shares 939 Est. Cost $50.44 Unrealized +55.9%
CTAS CINTAS CORP COM 0.1%
Value ($000) $70 Shares 153 Est. Cost $82.61 Unrealized +27.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $69 Shares 983 Est. Cost $65.28 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $69 Shares 1,514 Est. Cost $27.47 Unrealized +27.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $69 Shares 207 Est. Cost $328.98 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $68 Shares 308 Est. Cost $181.01 Unrealized +9.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $68 Shares 195 Est. Cost $354.01 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $68 Shares 121 Est. Cost $35.79 Unrealized +33.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $67 Shares 2,777 Est. Cost $21.25 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $65 Shares 632 Est. Cost $80.42 Unrealized +5.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $64 Shares 755 Est. Cost $75.57 Unrealized +1.6%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $63 Shares 1,836 Est. Cost $41.18 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $62 Shares 1,305 Est. Cost $51.14 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $62 Shares 168 Est. Cost $161.33 Unrealized +114.3%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $61 Shares 670 Est. Cost $91.62 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $59 Shares 439 Est. Cost $91.62 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $58 Shares 799 Est. Cost $41.48 Unrealized +50.7%
MMIN IQ MACKAY MUNICIPAL INSURED ETF 0.0%
Value ($000) $57 Shares 2,420 Est. Cost $27.52 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $57 Shares 1,631 Est. Cost $41.66 Unrealized -27.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $56 Shares 590 Est. Cost $70.94 Unrealized +14.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $55 Shares 4,745 Est. Cost $13.15 Unrealized -23.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $53 Shares 219 Est. Cost $231.51 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $53 Shares 1,979 Est. Cost $37.75 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $50 Shares 1,116 Est. Cost $20.17 Unrealized +122.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $50 Shares 476 Est. Cost $117.13 Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $50 Shares 366 Est. Cost $102.64 Unrealized +15.8%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $50 Shares 1,895 Est. Cost $19.98 Unrealized +4.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $49 Shares 349 Est. Cost $134.83 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $49 Shares 381 Est. Cost $88.75 Unrealized +44.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $47 Shares 237 Est. Cost $180.97 Unrealized +4.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $45 Shares 293 Est. Cost $160.72 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $43 Shares 513 Est. Cost $60.13 Unrealized +27.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $43 Shares 535 Est. Cost $57.11 Unrealized +23.8%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $40 Shares 1,023 Est. Cost $43.98 Unrealized -30.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $40 Shares 600 Est. Cost $50.13 Unrealized +15.7%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $40 Shares 471 Est. Cost $115.96 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $39 Shares 540 Est. Cost $29.24 Unrealized +52.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $39 Shares 593 Est. Cost $29.23 Unrealized +78.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $38 Shares 407 Est. Cost $82.07 Unrealized +0.8%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $37 Shares 700 Est. Cost $33.75 Unrealized +36.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $37 Shares 420 Est. Cost $109.90 Unrealized -13.8%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value ($000) $37 Shares 1,230 Est. Cost $33.77 Unrealized
AEHR AEHR TEST SYS COM 0.0%
Value ($000) $36 Shares 1,780 Est. Cost $13.46 Unrealized +58.9%
SRE SEMPRA COM 0.0%
Value ($000) $36 Shares 231 Est. Cost $54.48 Unrealized +28.2%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $35 Shares 1,425 Est. Cost $28.32 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $35 Shares 387 Est. Cost $113.10 Unrealized
NUDV NUVEEN ESG DIVIDEND ETF 0.0%
Value ($000) $34 Shares 1,430 Est. Cost $23.96 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $34 Shares 780 Est. Cost $37.73 Unrealized -2.7%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $34 Shares 226 Est. Cost $103.86 Unrealized +37.1%
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $33 Shares 852 Est. Cost $18.78 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $32 Shares 1,149 Est. Cost $24.37 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $32 Shares 451 Est. Cost $88.69 Unrealized
WHD CACTUS INC CL A 0.0%
Value ($000) $32 Shares 634 Est. Cost $40.08 Unrealized +25.1%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $32 Shares 385 Est. Cost $60.56 Unrealized +17.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $31 Shares 279 Est. Cost $44.48 Unrealized +9.9%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $31 Shares 921 Est. Cost $25.72 Unrealized +34.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $31 Shares 401 Est. Cost $49.62 Unrealized +44.2%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $31 Shares 608 Est. Cost $42.76 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 871 Est. Cost $21.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $30 Shares 213 Est. Cost $104.04 Unrealized +18.3%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $29 Shares 767 Est. Cost $38.09 Unrealized
ENERPLUS CORP COM 0.0%
Value ($000) $29 Shares 1,650 Est. Cost $13.97 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $28 Shares 189 Est. Cost $168.88 Unrealized -16.6%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $28 Shares 704 Est. Cost $50.52 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $28 Shares 131 Est. Cost $212.36 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $28 Shares 310 Est. Cost $107.40 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $27 Shares 79 Est. Cost $326.21 Unrealized -0.9%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $27 Shares 556 Est. Cost $50.18 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $27 Shares 993 Est. Cost $21.97 Unrealized +7.9%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $27 Shares 940 Est. Cost $30.71 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $27 Shares 1,224 Est. Cost $23.88 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $27 Shares 1,449 Est. Cost $31.47 Unrealized -6.5%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $26 Shares 504 Est. Cost $30.32 Unrealized +66.9%
LKQ LKQ CORP COM 0.0%
Value ($000) $26 Shares 477 Est. Cost $30.70 Unrealized +58.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $25 Shares 481 Est. Cost $109.96 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 740 Est. Cost $38.77 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $25 Shares 2,090 Est. Cost $12.08 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $25 Shares 215 Est. Cost $86.72 Unrealized +13.6%
TSLA TESLA INC COM 0.0%
Value ($000) $25 Shares 202 Est. Cost $274.21 Unrealized -31.0%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.0%
Value ($000) $25 Shares 499 Est. Cost $50.10 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $25 Shares 480 Est. Cost $56.66 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $24 Shares 2,190 Est. Cost $15.26 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $24 Shares 44 Est. Cost $450.68 Unrealized +9.9%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $24 Shares 960 Est. Cost $25.19 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 139 Est. Cost $115.14 Unrealized +48.1%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $24 Shares 498 Est. Cost $50.44 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 280 Est. Cost $102.61 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $23 Shares 931 Est. Cost $30.08 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $23 Shares 188 Est. Cost $219.84 Unrealized -47.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $23 Shares 294 Est. Cost $60.02 Unrealized +23.2%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $22 Shares 310 Est. Cost $65.67 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $22 Shares 614 Est. Cost $51.16 Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $22 Shares 3,985 Est. Cost $6.34 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $22 Shares 440 Est. Cost $51.64 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $22 Shares 466 Est. Cost $55.98 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $21 Shares 274 Est. Cost $95.08 Unrealized -22.7%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $21 Shares 126 Est. Cost $145.50 Unrealized +4.4%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $21 Shares 67 Est. Cost $390.57 Unrealized -19.0%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value ($000) $21 Shares 1,316 Est. Cost $18.63 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $21 Shares 430 Est. Cost $46.45 Unrealized -2.5%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $20 Shares 483 Est. Cost $46.74 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $20 Shares 280 Est. Cost $72.75 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $20 Shares 660 Est. Cost $38.73 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $20 Shares 107 Est. Cost $178.36 Unrealized -4.2%
ROYAL CARIBBEAN GROUP 4.25 06/15/2023 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.95 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $20 Shares 111 Est. Cost $162.16 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $20 Shares 502 Est. Cost $33.92 Unrealized 0.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $20 Shares 420 Est. Cost $49.80 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $20 Shares 629 Est. Cost $78.70 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $20 Shares 3,017 Est. Cost $10.65 Unrealized -31.4%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $20 Shares 386 Est. Cost $64.50 Unrealized -15.7%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $20 Shares 315 Est. Cost $93.12 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $20 Shares 630 Est. Cost $29.58 Unrealized -2.9%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $19 Shares 113 Est. Cost $178.81 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $19 Shares 486 Est. Cost $21.88 Unrealized +45.5%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $19 Shares 274 Est. Cost $47.47 Unrealized +40.3%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $19 Shares 137 Est. Cost $140.45 Unrealized -19.1%
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $19 Shares 3,437 Est. Cost $5.36 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $19 Shares 131 Est. Cost $176.37 Unrealized -27.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $18 Shares 210 Est. Cost $144.58 Unrealized -35.4%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $18 Shares 1,481 Est. Cost $18.21 Unrealized -17.3%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $18 Shares 875 Est. Cost $33.26 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $18 Shares 1,066 Est. Cost $16.87 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $18 Shares 224 Est. Cost $120.54 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $17 Shares 455 Est. Cost $43.89 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $17 Shares 113 Est. Cost $140.13 Unrealized -3.8%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $17 Shares 558 Est. Cost $34.65 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $17 Shares 389 Est. Cost $54.32 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $17 Shares 380 Est. Cost $66.51 Unrealized -23.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $17 Shares 276 Est. Cost $60.32 Unrealized -11.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 673 Est. Cost $28.65 Unrealized -4.5%
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 0.0%
Value ($000) $17 Shares 680 Est. Cost $32.85 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $16 Shares 165 Est. Cost $82.77 Unrealized +4.8%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $16 Shares 662 Est. Cost $27.97 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $83.37 Unrealized -11.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $16 Shares 223 Est. Cost $219.95 Unrealized -63.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $16 Shares 150 Est. Cost $107.91 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $15 Shares 313 Est. Cost $44.91 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $15 Shares 131 Est. Cost $123.21 Unrealized -22.7%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $15 Shares 329 Est. Cost $19.91 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $15 Shares 59 Est. Cost $214.58 Unrealized +4.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $15 Shares 111 Est. Cost $106.94 Unrealized +13.5%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $15 Shares 325 Est. Cost $43.49 Unrealized
TGLS TECNOGLASS INC ORD SHS 0.0%
Value ($000) $15 Shares 483 Est. Cost $15.95 Unrealized +58.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $15 Shares 6 Est. Cost $1597.95 Unrealized +51.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $15 Shares 92 Est. Cost $123.65 Unrealized +29.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $15 Shares 291 Est. Cost $58.84 Unrealized -8.5%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $15 Shares 190 Est. Cost $71.86 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $229.44 Unrealized +32.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $14 Shares 102 Est. Cost $121.26 Unrealized +14.5%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 35 Est. Cost $424.73 Unrealized -8.3%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $14 Shares 292 Est. Cost $51.53 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $60.65 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $14 Shares 108 Est. Cost $129.87 Unrealized
COMPANHIA PARANAENSE ENERG COP SPON ADS 0.0%
Value ($000) $13 Shares 1,821 Est. Cost $6.52 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $13 Shares 444 Est. Cost $25.23 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 100 Est. Cost $130.00 Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $12 Shares 920 Est. Cost $20.09 Unrealized -23.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $12 Shares 42 Est. Cost $45.31 Unrealized -38.1%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $12 Shares 85 Est. Cost $151.84 Unrealized -18.8%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $12 Shares 685 Est. Cost $16.06 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $12 Shares 106 Est. Cost $67.02 Unrealized +74.3%
SIZE ISHARES MSCI USA SIZE FACTOR ETF 0.0%
Value ($000) $12 Shares 106 Est. Cost $111.15 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 343 Est. Cost $30.09 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $12 Shares 69 Est. Cost $250.35 Unrealized -38.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $12 Shares 354 Est. Cost $37.21 Unrealized -3.9%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $12 Shares 1,460 Est. Cost $17.41 Unrealized -50.5%
UMPQUA HLDGS CORP COM 0.0%
Value ($000) $12 Shares 658 Est. Cost $16.56 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $108.76 Unrealized +5.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 348 Est. Cost $36.58 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 1,197 Est. Cost $18.55 Unrealized -39.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 175 Est. Cost $118.87 Unrealized -44.5%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $11 Shares 137 Est. Cost $78.96 Unrealized -3.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $49.35 Unrealized +43.4%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $11 Shares 40 Est. Cost $275.00 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $11 Shares 447 Est. Cost $27.26 Unrealized
THERATECHNOLOGIES INC 5.75 06/30/2023 0.0%
Value ($000) $11 Shares 12,000 Est. Cost $0.92 Unrealized
DY DYCOM INDS INC COM 0.0%
Value ($000) $11 Shares 115 Est. Cost $74.32 Unrealized +35.5%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $11 Shares 252 Est. Cost $40.03 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $11 Shares 43 Est. Cost $261.22 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $11 Shares 263 Est. Cost $35.02 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $10 Shares 616 Est. Cost $16.27 Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $10 Shares 187 Est. Cost $58.28 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $10 Shares 1,360 Est. Cost $8.23 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 188 Est. Cost $58.21 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 426 Est. Cost $26.01 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $10 Shares 4,972 Est. Cost $2.66 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $10 Shares 237 Est. Cost $41.51 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.00 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $103.95 Unrealized -0.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $10 Shares 90 Est. Cost $128.64 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $10 Shares 140 Est. Cost $72.21 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $10 Shares 109 Est. Cost $80.68 Unrealized -5.2%
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $60.00 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $9 Shares 103 Est. Cost $89.99 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $9 Shares 530 Est. Cost $16.47 Unrealized -10.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $9 Shares 301 Est. Cost $38.27 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $9 Shares 103 Est. Cost $69.25 Unrealized +12.2%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $9 Shares 453 Est. Cost $19.96 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $128.41 Unrealized -36.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $9 Shares 118 Est. Cost $67.36 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 59 Est. Cost $106.93 Unrealized +30.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $9 Shares 33 Est. Cost $328.05 Unrealized -25.7%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $9 Shares 132 Est. Cost $71.10 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 469 Est. Cost $9.58 Unrealized +44.6%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $9 Shares 93 Est. Cost $97.04 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $9 Shares 191 Est. Cost $98.42 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $8 Shares 176 Est. Cost $56.74 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 128 Est. Cost $55.93 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 374 Est. Cost $24.30 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $8 Shares 149 Est. Cost $65.63 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $8 Shares 31 Est. Cost $266.29 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $72.73 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $8 Shares 147 Est. Cost $38.54 Unrealized +29.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 152 Est. Cost $55.17 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $243.72 Unrealized -40.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $482.72 Unrealized -33.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 119 Est. Cost $69.28 Unrealized
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $7 Shares 320 Est. Cost $25.69 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 55 Est. Cost $163.64 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $135.07 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $7 Shares 224 Est. Cost $20.35 Unrealized +30.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $7 Shares 202 Est. Cost $42.32 Unrealized -20.7%
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $7 Shares 341 Est. Cost $15.17 Unrealized +25.5%
THO THOR INDS INC COM 0.0%
Value ($000) $7 Shares 88 Est. Cost $84.38 Unrealized -11.1%
INTU INTUIT COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $342.69 Unrealized +13.5%
TER TERADYNE INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $106.90 Unrealized -20.9%
ROKT SPDR S&P KENSHO FINAL FRONTIERS ETF 0.0%
Value ($000) $7 Shares 165 Est. Cost $37.37 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $6 Shares 163 Est. Cost $28.88 Unrealized +7.2%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $138.46 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $317.17 Unrealized 0.0%
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $6 Shares 131 Est. Cost $45.15 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $6 Shares 526 Est. Cost $9.27 Unrealized +10.3%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $6 Shares 159 Est. Cost $49.00 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $107.20 Unrealized
PFM INVESCO DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 164 Est. Cost $36.71 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $197.62 Unrealized +22.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $125.41 Unrealized -1.6%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $6 Shares 235 Est. Cost $35.42 Unrealized -18.1%
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $6 Shares 187 Est. Cost $27.32 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $6 Shares 170 Est. Cost $29.41 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $6 Shares 117 Est. Cost $76.46 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $6 Shares 673 Est. Cost $5.94 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $5 Shares 318 Est. Cost $20.31 Unrealized
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $181.17 Unrealized -47.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 108 Est. Cost $61.71 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $5 Shares 23 Est. Cost $208.00 Unrealized +8.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 141 Est. Cost $48.50 Unrealized -16.9%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $5 Shares 361 Est. Cost $11.61 Unrealized
GREK GLOBAL X MSCI GREECE ETF 0.0%
Value ($000) $5 Shares 192 Est. Cost $25.26 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $124.84 Unrealized -26.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $28.36 Unrealized +5.5%
QRVO QORVO INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $153.13 Unrealized -41.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $92.76 Unrealized +23.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $5 Shares 608 Est. Cost $5.83 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $5 Shares 140 Est. Cost $52.16 Unrealized -34.5%
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 67 Est. Cost $65.10 Unrealized 0.0%
URNM SPROTT URANIUM MINERS ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $49.20 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $5 Shares 236 Est. Cost $21.19 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $109.46 Unrealized
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $5 Shares 185 Est. Cost $22.37 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $86.82 Unrealized +62.8%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $5 Shares 163 Est. Cost $32.38 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $86.67 Unrealized -29.1%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $67.25 Unrealized +19.6%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $4 Shares 54 Est. Cost $75.45 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 114 Est. Cost $51.65 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $88.53 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $4 Shares 40 Est. Cost $168.49 Unrealized -18.8%
GOGL GOLDEN OCEAN GROUP LTD SHS NEW 0.0%
Value ($000) $4 Shares 484 Est. Cost $12.23 Unrealized
GABELLI MULTIMEDIA TR INC COM 0.0%
Value ($000) $4 Shares 764 Est. Cost $8.06 Unrealized
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $4 Shares 116 Est. Cost $22.98 Unrealized +42.4%
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $4 Shares 82 Est. Cost $61.57 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $115.27 Unrealized -10.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $107.14 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $45.12 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $70.98 Unrealized
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $4 Shares 200 Est. Cost $40.00 Unrealized
PETIQ INC COM CL A 0.0%
Value ($000) $4 Shares 411 Est. Cost $21.90 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $44.86 Unrealized -9.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $4 Shares 62 Est. Cost $63.80 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $4 Shares 387 Est. Cost $26.32 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $46.69 Unrealized -16.5%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.66 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $220.78 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.95 Unrealized +5.6%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $43.70 Unrealized +91.4%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $3 Shares 49 Est. Cost $58.05 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.26 Unrealized +15.5%
EBF ENNIS INC COM 0.0%
Value ($000) $3 Shares 152 Est. Cost $16.92 Unrealized 0.0%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $3 Shares 162 Est. Cost $18.75 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.21 Unrealized -13.3%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $60.71 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $3 Shares 260 Est. Cost $31.11 Unrealized -48.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 67 Est. Cost $57.42 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $3 Shares 85 Est. Cost $36.14 Unrealized 0.0%
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $46.05 Unrealized +18.4%
LUCID GROUP INC COM 0.0%
Value ($000) $3 Shares 450 Est. Cost $22.64 Unrealized
BBBY OVERSTOCK COM INC DEL COM 0.0%
Value ($000) $3 Shares 158 Est. Cost $33.06 Unrealized -28.5%
AZEK CO INC CL A 0.0%
Value ($000) $3 Shares 150 Est. Cost $26.67 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $231.36 Unrealized +19.1%
FISV FISERV INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $107.76 Unrealized -7.6%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $36.42 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 20 Est. Cost $100.00 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 512 Est. Cost $6.86 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.71 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 83 Est. Cost $100.90 Unrealized -47.8%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $198.56 Unrealized -68.9%
POST POST HLDGS INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $61.77 Unrealized +44.3%
MMM 3M CO COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $90.68 Unrealized 0.0%
TU TELUS CORPORATION COM 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.65 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $67.92 Unrealized -12.2%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $46.22 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $3 Shares 57 Est. Cost $42.60 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $3 Shares 15 Est. Cost $148.03 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $3 Shares 139 Est. Cost $72.88 Unrealized -76.5%
ENVIVA INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $52.98 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $3 Shares 191 Est. Cost $13.19 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $74.79 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $150.38 Unrealized -23.9%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $227.40 Unrealized +3.2%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $91.78 Unrealized -83.1%
HAYW HAYWARD HLDGS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $23.18 Unrealized -59.9%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $85.20 Unrealized -38.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.88 Unrealized +19.8%
VAL VALARIS LIMITED CL A 0.0%
Value ($000) $2 Shares 34 Est. Cost $34.84 Unrealized +79.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $49.50 Unrealized +5.3%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $2 Shares 487 Est. Cost $10.95 Unrealized -40.9%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $96.77 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.29 Unrealized -9.3%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $2 Shares 98 Est. Cost $25.23 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.63 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $56.16 Unrealized -9.5%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.92 Unrealized -9.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 52 Est. Cost $20.14 Unrealized +66.2%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.90 Unrealized -16.9%
LIVENT CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.47 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $90.39 Unrealized +12.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $11.67 Unrealized +15.5%
ADSK AUTODESK INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $263.53 Unrealized -23.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $44.97 Unrealized -2.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $151.67 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $113.16 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $99.80 Unrealized -21.7%
FIRST TR ENERGY INCOME & GROWT COM 0.0%
Value ($000) $2 Shares 123 Est. Cost $11.47 Unrealized
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $214.25 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $50.36 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.75 Unrealized +0.6%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $64.75 Unrealized -48.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $32.98 Unrealized 0.0%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $24.64 Unrealized +32.4%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.53 Unrealized -5.9%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $75.44 Unrealized -26.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $42.01 Unrealized +15.3%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $2 Shares 47 Est. Cost $101.15 Unrealized -67.3%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 118 Est. Cost $15.68 Unrealized -13.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 52 Est. Cost $89.20 Unrealized -60.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $155.43 Unrealized -7.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 44 Est. Cost $28.96 Unrealized +26.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.28 Unrealized +38.0%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.85 Unrealized +0.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.80 Unrealized
TZOO TRAVELZOO COM NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $11.48 Unrealized -56.2%
OCUL OCULAR THERAPEUTIX INC COM 0.0%
Value ($000) $1 Shares 466 Est. Cost $15.78 Unrealized -79.0%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $32.58 Unrealized -51.9%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $135.38 Unrealized -16.6%
VMWARE INC CL A COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.25 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $35.93 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.0%
Value ($000) $1 Shares 117 Est. Cost $9.66 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $154.11 Unrealized
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $1 Shares 400 Est. Cost $8.28 Unrealized -53.3%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $27.46 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $93.68 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $162.70 Unrealized -83.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.61 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $28.24 Unrealized -51.7%
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.35 Unrealized -1.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $291.62 Unrealized -74.0%
REMX VANECK RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.63 Unrealized 0.0%
CAN CANAAN INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 500 Est. Cost $5.24 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $280.15 Unrealized -39.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $374.31 Unrealized -12.1%
PATH UIPATH INC CL A 0.0%
Value ($000) $1 Shares 75 Est. Cost $33.90 Unrealized -63.6%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $108.20 Unrealized -71.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.89 Unrealized -7.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $98.59 Unrealized -3.1%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.87 Unrealized +60.5%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $33.96 Unrealized -71.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $207.14 Unrealized -76.5%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $44.00 Unrealized
CEVA CEVA INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $47.05 Unrealized -42.7%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1410.19 Unrealized -36.9%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $9.49 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $1 Shares 74 Est. Cost $10.02 Unrealized 0.0%
PTLO PORTILLOS INC COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.29 Unrealized +3.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 9 Est. Cost $103.78 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.69 Unrealized 0.0%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $66.22 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 25 Est. Cost $26.28 Unrealized -16.4%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $85.50 Unrealized -34.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $148.81 Unrealized 0.0%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.04 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.58 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.85 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $185.28 Unrealized -45.5%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.92 Unrealized 0.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 42 Est. Cost $15.05 Unrealized -33.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 46 Est. Cost $17.09 Unrealized
HYZON MOTORS INC COM CL A 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.67 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $33.10 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $168.91 Unrealized -81.4%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $0 Shares 75 Est. Cost $27.39 Unrealized -73.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $76.12 Unrealized -31.4%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 350 Est. Cost $21.99 Unrealized -91.0%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.17 Unrealized -2.8%
ROCKET LAB USA INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
PARTY CITY HOLDCO INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.50 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.22 Unrealized +62.7%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $96.20 Unrealized -23.0%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $25.00 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.46 Unrealized +8.1%
SONO SONOS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.74 Unrealized -25.1%
TBHC KIRKLANDS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.75 Unrealized -81.4%
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.62 Unrealized -41.3%
SABR SABRE CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.59 Unrealized -41.8%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $98.98 Unrealized -16.5%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.31 Unrealized +65.8%
HEXO CORP COM 0.0%
Value ($000) $0 Shares 285 Est. Cost $1.01 Unrealized
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.36 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.27 Unrealized +6.5%
CALEDONIA MNG CORP PLC SHS NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.96 Unrealized +38.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.28 Unrealized -14.9%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.26 Unrealized +26.5%
CRNT CERAGON NETWORKS LTD ORD 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.54 Unrealized -47.0%
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.61 Unrealized +20.6%
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $0 Shares 47 Est. Cost $3.64 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $46.75 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.18 Unrealized -5.5%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.56 Unrealized -40.0%
IONQ IONQ INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $13.44 Unrealized -64.1%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.79 Unrealized -14.4%
CYBIN INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.40 Unrealized
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 66 Est. Cost Unrealized
VOLTA INC COM CL A 0.0%
Value ($000) $0 Shares 400 Est. Cost $5.63 Unrealized
ORGANIGRAM HLDGS INC COM 0.0%
Value ($000) $0 Shares 165 Est. Cost Unrealized
ZUORA INC COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $147.03 Unrealized -90.5%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $210.53 Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.16 Unrealized +1.9%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.86 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.96 Unrealized 0.0%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.08 Unrealized -73.3%
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ASTRA SPACE INC COM CL A 0.0%
Value ($000) $0 Shares 170 Est. Cost $7.41 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.14 Unrealized -31.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.36 Unrealized +3.7%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.48 Unrealized -57.7%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.15 Unrealized -28.7%
ALERISLIFE INC COM NEW 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.00 Unrealized
EMAGIN CORP COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.17 Unrealized -8.2%
ARCIMOTO INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized