ForthRight Wealth Management, LLC Diversified Active

CIK: 0001841633 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Jan 29, 2021

Total Value ($000): $127,267 (100.0% shares, 0.0% debt)

Holdings (189)

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 17.8%
Value ($000) $22,670 Shares 283,804 Est. Cost $79.88 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 15.6%
Value ($000) $19,802 Shares 57,615 Est. Cost $343.70 Unrealized
IUSG ISHARES TR CORE S&P US GWT 13.7%
Value ($000) $17,416 Shares 196,371 Est. Cost $88.69 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 10.3%
Value ($000) $13,057 Shares 193,436 Est. Cost $67.50 Unrealized
IUSV ISHARES TR CORE S&P US VLU 9.5%
Value ($000) $12,050 Shares 193,762 Est. Cost $62.19 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 4.5%
Value ($000) $5,678 Shares 24,707 Est. Cost $229.81 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 4.1%
Value ($000) $5,180 Shares 93,850 Est. Cost $55.19 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 4.1%
Value ($000) $5,160 Shares 89,860 Est. Cost $57.42 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 2.6%
Value ($000) $3,280 Shares 149,650 Est. Cost $21.92 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 2.5%
Value ($000) $3,161 Shares 106,842 Est. Cost $29.59 Unrealized
IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF 2.2%
Value ($000) $2,859 Shares 109,910 Est. Cost $26.01 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 1.1%
Value ($000) $1,387 Shares 28,899 Est. Cost $47.99 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 1.0%
Value ($000) $1,258 Shares 17,137 Est. Cost $73.41 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.9%
Value ($000) $1,160 Shares 8,335 Est. Cost $123.16 Unrealized 0.0%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.8%
Value ($000) $1,016 Shares 31,059 Est. Cost $32.71 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.8%
Value ($000) $990 Shares 11,482 Est. Cost $86.22 Unrealized
AAPL APPLE INCORPORATED 0.7%
Value ($000) $933 Shares 7,034 Est. Cost $117.01 Unrealized 0.0%
HOLLYFRONTIER CORPORATION 0.5%
Value ($000) $625 Shares 24,161 Est. Cost $25.87 Unrealized
MPC MARATHON PETE CORPORATION 0.4%
Value ($000) $544 Shares 13,146 Est. Cost $31.29 Unrealized 0.0%
GPC GENUINE PARTS COMPANY 0.4%
Value ($000) $510 Shares 5,079 Est. Cost $84.80 Unrealized 0.0%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $506 Shares 1,354 Est. Cost $373.71 Unrealized
KO COCA COLA COMPANY 0.4%
Value ($000) $505 Shares 9,203 Est. Cost $44.27 Unrealized 0.0%
INTF ISHARES TR MSCI INTL MULTFT 0.4%
Value ($000) $479 Shares 17,612 Est. Cost $27.20 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $253 Shares 4,125 Est. Cost $49.52 Unrealized 0.0%
ACWI ISHARES TR MSCI ACWI ETF 0.2%
Value ($000) $250 Shares 2,760 Est. Cost $90.58 Unrealized
MSFT MICROSOFT CORPORATION 0.2%
Value ($000) $244 Shares 1,098 Est. Cost $206.04 Unrealized 0.0%
HD HOME DEPOT INCORPORATED 0.2%
Value ($000) $237 Shares 893 Est. Cost $242.47 Unrealized 0.0%
WMT WALMART INCORPORATED 0.2%
Value ($000) $236 Shares 1,635 Est. Cost $45.24 Unrealized 0.0%
HVT HAVERTY FURNITURE INCORPORATED 0.2%
Value ($000) $221 Shares 8,000 Est. Cost $26.40 Unrealized 0.0%
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.2%
Value ($000) $212 Shares 4,256 Est. Cost $35.98 Unrealized 0.0%
AGCO AGCO CORPORATION 0.2%
Value ($000) $208 Shares 2,019 Est. Cost $74.56 Unrealized 0.0%
IXUS ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $180 Shares 2,678 Est. Cost $67.21 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $164 Shares 1,793 Est. Cost $75.68 Unrealized 0.0%
TMUS T-MOBILE US INCORPORATED 0.1%
Value ($000) $163 Shares 1,211 Est. Cost $119.35 Unrealized 0.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $156 Shares 7,461 Est. Cost $20.91 Unrealized
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $154 Shares 3,744 Est. Cost $30.36 Unrealized 0.0%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $138 Shares 481 Est. Cost $286.90 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $134 Shares 2,070 Est. Cost $55.51 Unrealized 0.0%
AMZN AMAZON COM INCORPORATED 0.1%
Value ($000) $127 Shares 39 Est. Cost $159.58 Unrealized 0.0%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $126 Shares 726 Est. Cost $161.42 Unrealized 0.0%
CVX CHEVRON CORPORATION NEW 0.1%
Value ($000) $119 Shares 1,404 Est. Cost $65.02 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $115 Shares 1,300 Est. Cost $88.46 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $115 Shares 1,255 Est. Cost $91.63 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $112 Shares 711 Est. Cost $127.53 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $111 Shares 1,335 Est. Cost $60.35 Unrealized 0.0%
BAC BK OF AMERICA CORPORATION 0.1%
Value ($000) $110 Shares 3,614 Est. Cost $23.66 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.1%
Value ($000) $104 Shares 1,772 Est. Cost $43.98 Unrealized 0.0%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $99 Shares 2,211 Est. Cost $35.27 Unrealized 0.0%
NUVEEN GEORGIA QLTY MUN INCORPORATED FD 0.1%
Value ($000) $87 Shares 6,670 Est. Cost $13.04 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.1%
Value ($000) $86 Shares 675 Est. Cost $98.14 Unrealized 0.0%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.1%
Value ($000) $85 Shares 1,540 Est. Cost $55.19 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $83 Shares 1,658 Est. Cost $44.02 Unrealized 0.0%
MO ALTRIA GROUP INCORPORATED 0.1%
Value ($000) $82 Shares 1,996 Est. Cost $26.69 Unrealized 0.0%
USRT ISHARES TR CRE U S REIT ETF 0.1%
Value ($000) $81 Shares 1,669 Est. Cost $48.53 Unrealized
DAL DELTA AIR LINES INCORPORATED DEL COM NEW 0.1%
Value ($000) $81 Shares 2,011 Est. Cost $35.38 Unrealized 0.0%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.1%
Value ($000) $77 Shares 44 Est. Cost $83.74 Unrealized 0.0%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $77 Shares 748 Est. Cost $102.94 Unrealized
TSLA TESLA INCORPORATED 0.1%
Value ($000) $74 Shares 105 Est. Cost $170.65 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $69 Shares 500 Est. Cost $138.00 Unrealized
CCL CARNIVAL CORPORATION PAIRED CTF 0.1%
Value ($000) $65 Shares 3,000 Est. Cost $17.78 Unrealized 0.0%
META FACEBOOK INCORPORATED CLASS A 0.0%
Value ($000) $63 Shares 231 Est. Cost $272.24 Unrealized 0.0%
T AT&T INCORPORATED 0.0%
Value ($000) $63 Shares 2,181 Est. Cost $15.38 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $61 Shares 342 Est. Cost $178.36 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $61 Shares 446 Est. Cost $136.77 Unrealized
NUVEEN FLTNG RTE INCM OPP FD COM SHS 0.0%
Value ($000) $58 Shares 6,667 Est. Cost $8.70 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.0%
Value ($000) $55 Shares 340 Est. Cost $148.05 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $54 Shares 590 Est. Cost $91.53 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 2,467 Est. Cost $20.67 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $51 Shares 1,389 Est. Cost $28.63 Unrealized 0.0%
MRK MERCK & COMPANY. INCORPORATED 0.0%
Value ($000) $50 Shares 608 Est. Cost $64.85 Unrealized 0.0%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $49 Shares 203 Est. Cost $241.38 Unrealized
JBL JABIL INCORPORATED 0.0%
Value ($000) $49 Shares 1,153 Est. Cost $37.14 Unrealized 0.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $46 Shares 474 Est. Cost $97.05 Unrealized
BHP GROUP PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 725 Est. Cost $52.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $38 Shares 301 Est. Cost $93.41 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $37 Shares 187 Est. Cost $197.86 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.0%
Value ($000) $37 Shares 456 Est. Cost $71.03 Unrealized 0.0%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $35 Shares 100 Est. Cost $318.96 Unrealized 0.0%
QCOM QUALCOMM INCORPORATED 0.0%
Value ($000) $33 Shares 219 Est. Cost $124.71 Unrealized 0.0%
CSX CSX CORPORATION 0.0%
Value ($000) $33 Shares 368 Est. Cost $26.81 Unrealized 0.0%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.0%
Value ($000) $32 Shares 18 Est. Cost $83.49 Unrealized 0.0%
MA MASTERCARD INCORPORATED CLASS A 0.0%
Value ($000) $31 Shares 88 Est. Cost $323.35 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS 0.0%
Value ($000) $31 Shares 132 Est. Cost $234.85 Unrealized
EATON VANCE RISK-MANAGED DIVER 0.0%
Value ($000) $31 Shares 2,978 Est. Cost $10.41 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 0.0%
Value ($000) $28 Shares 125 Est. Cost $199.71 Unrealized 0.0%
MDB MONGODB INCORPORATED CLASS A 0.0%
Value ($000) $27 Shares 75 Est. Cost $279.28 Unrealized 0.0%
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $27 Shares 1,983 Est. Cost $9.94 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $25 Shares 1,278 Est. Cost $19.56 Unrealized
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $17.88 Unrealized 0.0%
KADMON HLDGS INCORPORATED 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $4.20 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $200.00 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.0%
Value ($000) $20 Shares 200 Est. Cost $87.45 Unrealized 0.0%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $20 Shares 341 Est. Cost $49.35 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INCORPORATED 0.0%
Value ($000) $20 Shares 135 Est. Cost $106.49 Unrealized 0.0%
SR SPIRE INCORPORATED 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.33 Unrealized
ABBV ABBVIE INCORPORATED 0.0%
Value ($000) $19 Shares 173 Est. Cost $78.94 Unrealized 0.0%
SYY SYSCO CORPORATION 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.02 Unrealized 0.0%
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value ($000) $18 Shares 229 Est. Cost $56.32 Unrealized 0.0%
MDIV FIRST TRUST MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $17 Shares 1,150 Est. Cost $14.78 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $17 Shares 82 Est. Cost $207.32 Unrealized
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $16 Shares 193 Est. Cost $32.44 Unrealized 0.0%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $16 Shares 163 Est. Cost $98.16 Unrealized
KXI ISHARES TR GLB CNSM STP ETF 0.0%
Value ($000) $16 Shares 272 Est. Cost $58.82 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $16 Shares 141 Est. Cost $113.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.0%
Value ($000) $16 Shares 70 Est. Cost $220.20 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $14 Shares 102 Est. Cost $137.25 Unrealized
COF CAPITAL ONE FINL CORPORATION 0.0%
Value ($000) $14 Shares 146 Est. Cost $77.69 Unrealized 0.0%
FHI FEDERATED HERMES INCORPORATED CLASS B 0.0%
Value ($000) $13 Shares 433 Est. Cost $21.40 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 318 Est. Cost $30.72 Unrealized 0.0%
BCE BCE INCORPORATED COM NEW 0.0%
Value ($000) $13 Shares 302 Est. Cost $30.06 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 349 Est. Cost $37.25 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $12 Shares 740 Est. Cost $16.22 Unrealized
WM WASTE MGMT INCORPORATED DEL 0.0%
Value ($000) $12 Shares 100 Est. Cost $107.44 Unrealized 0.0%
JD JD.COM INCORPORATED SPON ADR CLASS A 0.0%
Value ($000) $12 Shares 134 Est. Cost $89.55 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.0%
Value ($000) $12 Shares 215 Est. Cost $55.81 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $11 Shares 101 Est. Cost $108.91 Unrealized
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $11 Shares 50 Est. Cost $193.25 Unrealized 0.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $11 Shares 184 Est. Cost $59.78 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 96 Est. Cost $114.58 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 80 Est. Cost $137.50 Unrealized
EATON VANCE TAX-MANAGED GLOBAL 0.0%
Value ($000) $11 Shares 1,250 Est. Cost $8.80 Unrealized
ECL ECOLAB INCORPORATED 0.0%
Value ($000) $11 Shares 50 Est. Cost $197.47 Unrealized 0.0%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND 0.0%
Value ($000) $11 Shares 136 Est. Cost $80.88 Unrealized
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $10 Shares 70 Est. Cost $121.24 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $10 Shares 172 Est. Cost $58.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $9 Shares 50 Est. Cost $147.45 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INCORPORATED 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.08 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $9 Shares 698 Est. Cost $9.01 Unrealized 0.0%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $9 Shares 283 Est. Cost $21.70 Unrealized 0.0%
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW 0.0%
Value ($000) $9 Shares 1,519 Est. Cost $5.92 Unrealized
D DOMINION ENERGY INCORPORATED 0.0%
Value ($000) $8 Shares 105 Est. Cost $63.42 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $8 Shares 234 Est. Cost $34.19 Unrealized
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $7 Shares 82 Est. Cost $72.00 Unrealized 0.0%
AA ALCOA CORPORATION 0.0%
Value ($000) $7 Shares 300 Est. Cost $16.62 Unrealized 0.0%
LUV SOUTHWEST AIRLS COMPANY 0.0%
Value ($000) $7 Shares 147 Est. Cost $40.31 Unrealized 0.0%
BE BLOOM ENERGY CORPORATION COM CLASS A 0.0%
Value ($000) $7 Shares 229 Est. Cost $21.35 Unrealized 0.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $7 Shares 166 Est. Cost $42.17 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $7 Shares 119 Est. Cost $42.37 Unrealized 0.0%
NI NISOURCE INCORPORATED 0.0%
Value ($000) $7 Shares 317 Est. Cost $19.68 Unrealized 0.0%
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $7 Shares 111 Est. Cost $50.86 Unrealized 0.0%
PPL PPL CORPORATION 0.0%
Value ($000) $7 Shares 237 Est. Cost $23.16 Unrealized 0.0%
RF REGIONS FINANCIAL CORPORATION NEW 0.0%
Value ($000) $7 Shares 446 Est. Cost $11.76 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 88 Est. Cost $47.97 Unrealized 0.0%
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $6 Shares 212 Est. Cost $23.04 Unrealized 0.0%
TRP TC ENERGY CORPORATION 0.0%
Value ($000) $6 Shares 152 Est. Cost $32.58 Unrealized 0.0%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $6 Shares 44 Est. Cost $136.36 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $5 Shares 75 Est. Cost $66.67 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $5 Shares 21 Est. Cost $238.10 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT 0.0%
Value ($000) $5 Shares 31 Est. Cost $127.80 Unrealized 0.0%
TXT TEXTRON INCORPORATED 0.0%
Value ($000) $5 Shares 107 Est. Cost $41.81 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $5 Shares 85 Est. Cost $50.03 Unrealized 0.0%
MET METLIFE INCORPORATED 0.0%
Value ($000) $5 Shares 99 Est. Cost $37.01 Unrealized 0.0%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $4 Shares 28 Est. Cost $115.97 Unrealized 0.0%
ETN EATON CORPORATION PLC SHS 0.0%
Value ($000) $4 Shares 34 Est. Cost $103.87 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value ($000) $4 Shares 67 Est. Cost $48.92 Unrealized 0.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.77 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $3 Shares 14 Est. Cost $196.32 Unrealized 0.0%
M MACYS INCORPORATED 0.0%
Value ($000) $3 Shares 302 Est. Cost $8.56 Unrealized 0.0%
RY ROYAL BK CDA 0.0%
Value ($000) $3 Shares 37 Est. Cost $77.38 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $3 Shares 14 Est. Cost $192.22 Unrealized 0.0%
REM ISHARES TR MORTGE REL ETF 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
VTRS VIATRIS INCORPORATED 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.33 Unrealized 0.0%
AES AES CORPORATION 0.0%
Value ($000) $2 Shares 70 Est. Cost $17.25 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
ATLC ATLANTICUS HLDGS CORPORATION 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.34 Unrealized 0.0%
ESGU ISHARES TR ESG AWR MSCI USA 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
ICLN ISHARES TR GL CLEAN ENE ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $48.82 Unrealized 0.0%
WELL WELLTOWER INCORPORATED REIT 0.0%
Value ($000) $1 Shares 8 Est. Cost $52.89 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $8.99 Unrealized 0.0%
O REALTY INCOME CORPORATION REIT 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.59 Unrealized 0.0%
FONAR CORPORATION PFD A NV NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.92 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.51 Unrealized 0.0%
IVZ INVESCO LIMITED SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.44 Unrealized 0.0%
DRD DRDGOLD LIMITED SPON ADR REPSTG 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.23 Unrealized 0.0%
REVLON INCORPORATED CLASS A NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
HPQ HP INCORPORATED 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.61 Unrealized 0.0%
VTR VENTAS INCORPORATED REIT 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.61 Unrealized 0.0%
BLACKROCK MUNIASSETS FD INCORPORATED 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LIMITED SPONSORED ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized