Phoenix Wealth Advisors Diversified Active

CIK: 0001842362 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 5, 2021

Total Value ($000): $131,654 (100.0% shares, 0.0% debt)

Holdings (343)

IEF ISHARES TR 5.9%
Value ($000) $7,758 Shares 64,679 Est. Cost $119.95 Unrealized
DIVO AMPLIFY ETF TR 3.8%
Value ($000) $5,053 Shares 154,470 Est. Cost $32.71 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $4,630 Shares 20,817 Est. Cost $206.04 Unrealized 0.0%
ARKK ARK ETF TR 2.7%
Value ($000) $3,577 Shares 28,733 Est. Cost $124.49 Unrealized
CSCO CISCO SYS INC 2.5%
Value ($000) $3,273 Shares 73,144 Est. Cost $35.27 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $3,121 Shares 53,122 Est. Cost $43.98 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $2,822 Shares 20,281 Est. Cost $123.16 Unrealized 0.0%
ETN EATON CORP PLC 2.1%
Value ($000) $2,807 Shares 23,361 Est. Cost $103.87 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $2,727 Shares 21,458 Est. Cost $98.14 Unrealized 0.0%
PEP PEPSICO INC 2.0%
Value ($000) $2,676 Shares 18,042 Est. Cost $121.24 Unrealized 0.0%
TXN TEXAS INSTRS INC 2.0%
Value ($000) $2,602 Shares 15,851 Est. Cost $134.60 Unrealized 0.0%
GRMN GARMIN LTD 2.0%
Value ($000) $2,586 Shares 21,613 Est. Cost $98.98 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $2,543 Shares 10,968 Est. Cost $220.20 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $2,497 Shares 15,866 Est. Cost $127.53 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.9%
Value ($000) $2,488 Shares 14,775 Est. Cost $136.91 Unrealized 0.0%
FAST FASTENAL CO 1.9%
Value ($000) $2,447 Shares 50,105 Est. Cost $20.72 Unrealized 0.0%
TSLA TESLA INC 1.9%
Value ($000) $2,447 Shares 3,467 Est. Cost $170.65 Unrealized 0.0%
AAPL APPLE INC 1.8%
Value ($000) $2,368 Shares 17,848 Est. Cost $117.01 Unrealized 0.0%
PAYX PAYCHEX INC 1.7%
Value ($000) $2,279 Shares 24,459 Est. Cost $76.93 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 1.7%
Value ($000) $2,212 Shares 13,893 Est. Cost $127.80 Unrealized 0.0%
SUI SUN CMNTYS INC 1.6%
Value ($000) $2,158 Shares 14,201 Est. Cost $151.96 Unrealized
D DOMINION ENERGY INC 1.6%
Value ($000) $2,123 Shares 28,235 Est. Cost $63.42 Unrealized 0.0%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $2,092 Shares 27,121 Est. Cost $65.64 Unrealized 0.0%
ROKU ROKU INC 1.6%
Value ($000) $2,066 Shares 6,223 Est. Cost $262.32 Unrealized 0.0%
CORESITE RLTY CORP 1.5%
Value ($000) $2,033 Shares 16,227 Est. Cost $125.29 Unrealized
GIS GENERAL MLS INC 1.5%
Value ($000) $2,029 Shares 34,511 Est. Cost $50.86 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $1,915 Shares 5,396 Est. Cost $318.96 Unrealized 0.0%
T AT&T INC 1.3%
Value ($000) $1,748 Shares 60,783 Est. Cost $15.38 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 1.3%
Value ($000) $1,716 Shares 11,206 Est. Cost $118.20 Unrealized 0.0%
XYZ SQUARE INC 1.2%
Value ($000) $1,619 Shares 7,441 Est. Cost $195.07 Unrealized 0.0%
PKG PACKAGING CORP AMER 1.0%
Value ($000) $1,310 Shares 9,497 Est. Cost $107.80 Unrealized 0.0%
INVITAE CORP 0.9%
Value ($000) $1,247 Shares 29,829 Est. Cost $41.80 Unrealized
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $1,207 Shares 5,152 Est. Cost $206.72 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.8%
Value ($000) $1,119 Shares 3,556 Est. Cost $282.20 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.8%
Value ($000) $1,034 Shares 37,489 Est. Cost $20.77 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.8%
Value ($000) $1,033 Shares 5,168 Est. Cost $203.34 Unrealized 0.0%
Z ZILLOW GROUP INC 0.8%
Value ($000) $1,009 Shares 7,774 Est. Cost $110.61 Unrealized 0.0%
HON HONEYWELL INTL INC 0.7%
Value ($000) $903 Shares 4,245 Est. Cost $163.73 Unrealized 0.0%
PRLB PROTO LABS INC 0.7%
Value ($000) $895 Shares 5,837 Est. Cost $141.05 Unrealized 0.0%
DHR DANAHER CORPORATION 0.6%
Value ($000) $834 Shares 3,754 Est. Cost $196.00 Unrealized 0.0%
WMT WALMART INC 0.6%
Value ($000) $830 Shares 5,757 Est. Cost $45.24 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.6%
Value ($000) $805 Shares 11,485 Est. Cost $41.08 Unrealized 0.0%
AMGN AMGEN INC 0.6%
Value ($000) $791 Shares 3,441 Est. Cost $196.32 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $777 Shares 1,553 Est. Cost $483.11 Unrealized 0.0%
PSTG PURE STORAGE INC 0.6%
Value ($000) $758 Shares 33,522 Est. Cost $19.16 Unrealized 0.0%
2U INC 0.6%
Value ($000) $733 Shares 18,323 Est. Cost $40.00 Unrealized
MINT PIMCO ETF TR 0.6%
Value ($000) $732 Shares 7,171 Est. Cost $102.08 Unrealized
MTLS MATERIALISE NV 0.5%
Value ($000) $716 Shares 13,204 Est. Cost $54.23 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $702 Shares 14,090 Est. Cost $44.02 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $680 Shares 6,238 Est. Cost $109.01 Unrealized
EXAS EXACT SCIENCES CORP 0.4%
Value ($000) $592 Shares 4,466 Est. Cost $120.93 Unrealized 0.0%
NTLA INTELLIA THERAPEUTICS INC 0.4%
Value ($000) $584 Shares 10,733 Est. Cost $36.31 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.4%
Value ($000) $558 Shares 12,033 Est. Cost $39.70 Unrealized 0.0%
TREE LENDINGTREE INC NEW 0.4%
Value ($000) $554 Shares 2,023 Est. Cost $273.85 Unrealized
TWST TWIST BIOSCIENCE CORP 0.4%
Value ($000) $546 Shares 3,865 Est. Cost $110.94 Unrealized 0.0%
PD PAGERDUTY INC 0.4%
Value ($000) $546 Shares 13,085 Est. Cost $34.09 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $538 Shares 2,027 Est. Cost $242.47 Unrealized 0.0%
VCYT VERACYTE INC 0.4%
Value ($000) $522 Shares 10,663 Est. Cost $46.34 Unrealized 0.0%
SERES THERAPEUTICS INC 0.4%
Value ($000) $509 Shares 20,794 Est. Cost $24.48 Unrealized
TWLO TWILIO INC 0.4%
Value ($000) $501 Shares 1,480 Est. Cost $312.48 Unrealized 0.0%
MRK MERCK & CO. INC 0.4%
Value ($000) $487 Shares 5,959 Est. Cost $64.85 Unrealized 0.0%
DOCU DOCUSIGN INC 0.4%
Value ($000) $476 Shares 2,142 Est. Cost $224.62 Unrealized 0.0%
SHOP SHOPIFY INC 0.3%
Value ($000) $455 Shares 402 Est. Cost $104.97 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $434 Shares 1,152 Est. Cost $347.39 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $409 Shares 4,911 Est. Cost $72.00 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $402 Shares 1,836 Est. Cost $197.22 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $400 Shares 2,207 Est. Cost $140.23 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $394 Shares 2,231 Est. Cost $144.87 Unrealized 0.0%
CGEN COMPUGEN LTD 0.3%
Value ($000) $376 Shares 31,025 Est. Cost $13.79 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $375 Shares 1,408 Est. Cost $223.63 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $374 Shares 10,160 Est. Cost $28.63 Unrealized 0.0%
AMZN AMAZON COM INC 0.3%
Value ($000) $368 Shares 113 Est. Cost $159.58 Unrealized 0.0%
SPLUNK INC 0.3%
Value ($000) $358 Shares 2,106 Est. Cost $169.99 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $320 Shares 17,674 Est. Cost $18.11 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $296 Shares 1,942 Est. Cost $124.71 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $295 Shares 4,557 Est. Cost $55.51 Unrealized 0.0%
ECL ECOLAB INC 0.2%
Value ($000) $293 Shares 1,356 Est. Cost $197.47 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $283 Shares 2,570 Est. Cost $86.64 Unrealized 0.0%
NANOSTRING TECHNOLOGIES INC 0.2%
Value ($000) $283 Shares 4,233 Est. Cost $66.86 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $281 Shares 919 Est. Cost $263.53 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $279 Shares 159 Est. Cost $83.49 Unrealized 0.0%
CITRIX SYS INC 0.2%
Value ($000) $274 Shares 2,108 Est. Cost $129.98 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $268 Shares 1,897 Est. Cost $141.28 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $265 Shares 970 Est. Cost $247.58 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $264 Shares 2,415 Est. Cost $99.26 Unrealized 0.0%
SSYS STRATASYS LTD 0.2%
Value ($000) $261 Shares 12,605 Est. Cost $16.05 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $256 Shares 1,902 Est. Cost $115.97 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $253 Shares 710 Est. Cost $323.35 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $253 Shares 2,090 Est. Cost $103.86 Unrealized 0.0%
PINS PINTEREST INC 0.2%
Value ($000) $251 Shares 3,811 Est. Cost $59.99 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $251 Shares 1,487 Est. Cost $141.36 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $248 Shares 2,315 Est. Cost $78.94 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $245 Shares 1,141 Est. Cost $193.25 Unrealized 0.0%
GNTX GENTEX CORP 0.2%
Value ($000) $242 Shares 7,132 Est. Cost $30.84 Unrealized 0.0%
DISCOVERY INC 0.2%
Value ($000) $241 Shares 9,214 Est. Cost $26.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $238 Shares 4,723 Est. Cost $42.82 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $233 Shares 1,538 Est. Cost $114.35 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $230 Shares 802 Est. Cost $252.99 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $227 Shares 1,800 Est. Cost $93.41 Unrealized 0.0%
SYK STRYKER CORPORATION 0.2%
Value ($000) $224 Shares 914 Est. Cost $214.57 Unrealized 0.0%
BLACKROCK INC 0.2%
Value ($000) $224 Shares 311 Est. Cost $720.26 Unrealized
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $224 Shares 6,169 Est. Cost $28.88 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.2%
Value ($000) $220 Shares 3,395 Est. Cost $48.82 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $220 Shares 1,877 Est. Cost $95.08 Unrealized 0.0%
SYY SYSCO CORP 0.2%
Value ($000) $215 Shares 2,901 Est. Cost $60.02 Unrealized 0.0%
NKE NIKE INC 0.2%
Value ($000) $215 Shares 1,523 Est. Cost $123.21 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $213 Shares 600 Est. Cost $46.72 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $212 Shares 1,202 Est. Cost $147.45 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $207 Shares 1,094 Est. Cost $164.87 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $197 Shares 1,874 Est. Cost $104.66 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $192 Shares 6,362 Est. Cost $23.04 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $192 Shares 899 Est. Cost $192.22 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value ($000) $186 Shares 2,262 Est. Cost $77.38 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $181 Shares 2,553 Est. Cost $50.32 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $177 Shares 12,920 Est. Cost $9.94 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $175 Shares 1,210 Est. Cost $125.98 Unrealized 0.0%
DHS WISDOMTREE TR 0.1%
Value ($000) $173 Shares 2,498 Est. Cost $69.26 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $169 Shares 1,801 Est. Cost $84.35 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $166 Shares 3,320 Est. Cost $50.00 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $166 Shares 2,425 Est. Cost $68.45 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $164 Shares 957 Est. Cost $146.41 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $162 Shares 904 Est. Cost $168.50 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $160 Shares 3,792 Est. Cost $24.62 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $156 Shares 6,862 Est. Cost $22.73 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $153 Shares 602 Est. Cost $254.15 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $147 Shares 2,926 Est. Cost $46.69 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $143 Shares 600 Est. Cost $204.73 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $140 Shares 1,433 Est. Cost $89.37 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $139 Shares 2,460 Est. Cost $40.57 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $136 Shares 604 Est. Cost $199.71 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $135 Shares 1,617 Est. Cost $83.49 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $129 Shares 1,809 Est. Cost $23.71 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $125 Shares 2,254 Est. Cost $44.68 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $124 Shares 2,586 Est. Cost $35.66 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $122 Shares 6,215 Est. Cost $19.63 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $121 Shares 69 Est. Cost $83.74 Unrealized 0.0%
DLN WISDOMTREE TR 0.1%
Value ($000) $118 Shares 1,100 Est. Cost $107.27 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $118 Shares 1,146 Est. Cost $102.97 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $117 Shares 2,141 Est. Cost $44.27 Unrealized 0.0%
RVTY PERKINELMER INC 0.1%
Value ($000) $116 Shares 806 Est. Cost $131.57 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $113 Shares 1,232 Est. Cost $75.68 Unrealized 0.0%
META FACEBOOK INC 0.1%
Value ($000) $113 Shares 415 Est. Cost $272.24 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $107 Shares 471 Est. Cost $198.26 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $104 Shares 593 Est. Cost $117.52 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $104 Shares 1,220 Est. Cost $73.42 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $102 Shares 491 Est. Cost $207.74 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $101 Shares 631 Est. Cost $148.05 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $101 Shares 1,895 Est. Cost $47.42 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $95 Shares 521 Est. Cost $138.43 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $93 Shares 440 Est. Cost $211.36 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $93 Shares 325 Est. Cost $286.15 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $91 Shares 1,040 Est. Cost $87.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $89 Shares 1,438 Est. Cost $50.03 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $87 Shares 1,654 Est. Cost $41.66 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $86 Shares 1,021 Est. Cost $65.02 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $86 Shares 411 Est. Cost $178.06 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $84 Shares 907 Est. Cost $75.32 Unrealized 0.0%
SIVR ABERDEEN STD SILVER ETF TR 0.1%
Value ($000) $82 Shares 3,210 Est. Cost $25.55 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $81 Shares 1,683 Est. Cost $48.13 Unrealized
ONLN PROSHARES TR 0.1%
Value ($000) $81 Shares 1,070 Est. Cost $75.70 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $76 Shares 692 Est. Cost $109.83 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $76 Shares 8,612 Est. Cost $6.35 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $75 Shares 300 Est. Cost $214.58 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $74 Shares 915 Est. Cost $66.82 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $72 Shares 605 Est. Cost $119.01 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $72 Shares 230 Est. Cost $313.04 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $72 Shares 900 Est. Cost $71.03 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $71 Shares 987 Est. Cost $64.61 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $71 Shares 6,909 Est. Cost $10.28 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $71 Shares 1,150 Est. Cost $45.59 Unrealized 0.0%
ARKG ARK ETF TR 0.1%
Value ($000) $70 Shares 750 Est. Cost $93.33 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $67 Shares 447 Est. Cost $106.49 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $66 Shares 325 Est. Cost $181.01 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $66 Shares 370 Est. Cost $178.38 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $66 Shares 364 Est. Cost $153.98 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $64 Shares 263 Est. Cost $259.08 Unrealized 0.0%
STAG STAG INDL INC 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $31.50 Unrealized
SNY SANOFI 0.0%
Value ($000) $59 Shares 1,222 Est. Cost $48.28 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $59 Shares 1,068 Est. Cost $55.24 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $58 Shares 278 Est. Cost $198.05 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $258.28 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $55 Shares 150 Est. Cost $308.64 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $55 Shares 989 Est. Cost $39.03 Unrealized 0.0%
RWR SPDR SER TR 0.0%
Value ($000) $54 Shares 625 Est. Cost $86.40 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $54 Shares 100 Est. Cost $50.70 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $52 Shares 756 Est. Cost $56.47 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $52 Shares 2,600 Est. Cost $15.63 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $48 Shares 500 Est. Cost $53.12 Unrealized 0.0%
FIVN FIVE9 INC 0.0%
Value ($000) $48 Shares 275 Est. Cost $152.08 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $47 Shares 125 Est. Cost $376.00 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $46 Shares 62 Est. Cost $226.70 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $46 Shares 358 Est. Cost $128.49 Unrealized
DE DEERE & CO 0.0%
Value ($000) $45 Shares 166 Est. Cost $232.12 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $45 Shares 263 Est. Cost $157.30 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $45 Shares 727 Est. Cost $42.37 Unrealized 0.0%
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 1,070 Est. Cost $42.06 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $45 Shares 298 Est. Cost $130.99 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $44 Shares 540 Est. Cost $81.48 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $43 Shares 600 Est. Cost $71.67 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $43 Shares 122 Est. Cost $308.19 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $43 Shares 743 Est. Cost $49.35 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $42.00 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $41 Shares 480 Est. Cost $85.42 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $40 Shares 482 Est. Cost $60.35 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $39 Shares 361 Est. Cost $85.15 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $38 Shares 267 Est. Cost $127.48 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $38 Shares 244 Est. Cost $130.07 Unrealized 0.0%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value ($000) $37 Shares 845 Est. Cost $67.73 Unrealized 0.0%
CHWY CHEWY INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $72.93 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value ($000) $36 Shares 110 Est. Cost $327.27 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $35 Shares 1,600 Est. Cost $17.78 Unrealized 0.0%
ITA ISHARES TR 0.0%
Value ($000) $34 Shares 360 Est. Cost $94.44 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $34 Shares 748 Est. Cost $41.62 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $24.49 Unrealized 0.0%
IYC ISHARES TR 0.0%
Value ($000) $34 Shares 484 Est. Cost $70.25 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $33 Shares 800 Est. Cost $31.29 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $33 Shares 1,957 Est. Cost $16.86 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $32 Shares 197 Est. Cost $139.80 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $32 Shares 750 Est. Cost $30.06 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $32 Shares 1,070 Est. Cost $23.66 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $32 Shares 250 Est. Cost $29.14 Unrealized 0.0%
IGM ISHARES TR 0.0%
Value ($000) $31 Shares 90 Est. Cost $344.44 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $31 Shares 270 Est. Cost $114.81 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $30 Shares 200 Est. Cost $130.64 Unrealized 0.0%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $30 Shares 886 Est. Cost $33.86 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 186 Est. Cost $161.29 Unrealized
EVOGENE LTD 0.0%
Value ($000) $29 Shares 6,000 Est. Cost $4.83 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $28 Shares 80 Est. Cost $82.61 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $40.31 Unrealized 0.0%
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $28 Shares 1,558 Est. Cost $17.97 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $28 Shares 75 Est. Cost $373.33 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $28 Shares 207 Est. Cost $135.27 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 710 Est. Cost $38.03 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $27 Shares 181 Est. Cost $149.17 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $27 Shares 75 Est. Cost $360.00 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $27 Shares 284 Est. Cost $95.07 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 467 Est. Cost $55.67 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $26 Shares 112 Est. Cost $232.14 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 100 Est. Cost $260.00 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $25 Shares 272 Est. Cost $82.07 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $47.57 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $20.83 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $24 Shares 615 Est. Cost $33.76 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $23 Shares 200 Est. Cost $115.00 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $23 Shares 300 Est. Cost $76.67 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $23 Shares 230 Est. Cost $89.94 Unrealized 0.0%
PRNT ARK ETF TR 0.0%
Value ($000) $22 Shares 700 Est. Cost $31.43 Unrealized
IZRL ARK ETF TR 0.0%
Value ($000) $21 Shares 717 Est. Cost $29.29 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $21 Shares 97 Est. Cost $178.40 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,188 Est. Cost $17.68 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $188.09 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $20 Shares 76 Est. Cost $223.05 Unrealized 0.0%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $20 Shares 154 Est. Cost $114.50 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $20 Shares 474 Est. Cost $30.36 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $20 Shares 491 Est. Cost $37.51 Unrealized 0.0%
ARKW ARK ETF TR 0.0%
Value ($000) $20 Shares 140 Est. Cost $142.86 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $19 Shares 800 Est. Cost $19.34 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $44.47 Unrealized 0.0%
IYJ ISHARES TR 0.0%
Value ($000) $19 Shares 200 Est. Cost $95.00 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $19 Shares 1,719 Est. Cost $11.05 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $19 Shares 438 Est. Cost $43.31 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $19 Shares 51 Est. Cost $372.55 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $19 Shares 595 Est. Cost $21.70 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $18 Shares 68 Est. Cost $264.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $17 Shares 64 Est. Cost $197.01 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $16 Shares 1,058 Est. Cost $15.12 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $16 Shares 35 Est. Cost $30.19 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $16 Shares 180 Est. Cost $82.95 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $15 Shares 785 Est. Cost $13.33 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $121.81 Unrealized 0.0%
ACWV ISHARES INC 0.0%
Value ($000) $15 Shares 155 Est. Cost $96.77 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 372 Est. Cost $26.69 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $15 Shares 1,254 Est. Cost $11.96 Unrealized
FIBROGEN INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.50 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 250 Est. Cost $49.52 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $15 Shares 300 Est. Cost $28.85 Unrealized 0.0%
GOVT ISHARES TR 0.0%
Value ($000) $15 Shares 545 Est. Cost $27.52 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $14 Shares 400 Est. Cost $35.00 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $14 Shares 120 Est. Cost $116.67 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $14 Shares 162 Est. Cost $86.42 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.43 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.16 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $13 Shares 119 Est. Cost $92.76 Unrealized 0.0%
DVOL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 530 Est. Cost $24.53 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $12 Shares 485 Est. Cost $24.74 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $12 Shares 78 Est. Cost $153.85 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $12 Shares 134 Est. Cost $89.55 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $12 Shares 50 Est. Cost $240.00 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $11 Shares 111 Est. Cost $87.45 Unrealized 0.0%
NUVEEN INTER DURATION MUN TE 0.0%
Value ($000) $11 Shares 773 Est. Cost $14.23 Unrealized
IT GARTNER INC 0.0%
Value ($000) $10 Shares 63 Est. Cost $144.06 Unrealized 0.0%
FIRST TR INTER DUR PFD & IN 0.0%
Value ($000) $10 Shares 409 Est. Cost $24.45 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $10 Shares 560 Est. Cost $15.96 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $10 Shares 110 Est. Cost $90.91 Unrealized
GLW CORNING INC 0.0%
Value ($000) $9 Shares 260 Est. Cost $30.87 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $9 Shares 40 Est. Cost $183.60 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $9 Shares 72 Est. Cost $110.17 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $34.82 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $8 Shares 200 Est. Cost $33.81 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $8 Shares 913 Est. Cost $8.76 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $7 Shares 140 Est. Cost $50.00 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.07 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $61.95 Unrealized
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 120 Est. Cost $50.13 Unrealized 0.0%
FIRST TR ENHANCED EQTY INC F 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.08 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $5 Shares 306 Est. Cost $12.03 Unrealized 0.0%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 33 Est. Cost $121.21 Unrealized
ALC ALCON AG 0.0%
Value ($000) $4 Shares 56 Est. Cost $61.67 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 11 Est. Cost $363.64 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $55.22 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 103 Est. Cost $31.19 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
PPLT ABERDEEN STD PLATINUM ETF TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $110.49 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
PALL ABERDEEN STD PALLADIUM ETF T 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $2 Shares 130 Est. Cost $15.38 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $2 Shares 15 Est. Cost $54.48 Unrealized 0.0%
UGI UGI CORP NEW 0.0%
Value ($000) $1 Shares 34 Est. Cost $34.99 Unrealized 0.0%
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $1 Shares 54 Est. Cost $18.52 Unrealized
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.23 Unrealized 0.0%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 310 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.42 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.81 Unrealized 0.0%