Flagship Private Wealth, LLC Diversified Active

CIK: 0001842560 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 9, 2021

Total Value ($000): $131,437,704 (100.0% shares, 0.0% debt)

Holdings (332)

SPY SPDR S&P 500 ETF 10.1%
Value ($000) $13,226,708 Shares 30,444 Est. Cost $385625.03 Unrealized
IVV ISHARES CORE S&P 500 ETF 10.0%
Value ($000) $13,133,974 Shares 30,102 Est. Cost $375865.38 Unrealized
USMV ISHARES MSCI USA MIN VOLATILITY FACTOR ETF 7.3%
Value ($000) $9,644,322 Shares 128,659 Est. Cost $66669.84 Unrealized
ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF 4.3%
Value ($000) $5,679,964 Shares 56,884 Est. Cost $86819.70 Unrealized
QQQ INVESCO QQQ ETF 4.1%
Value ($000) $5,413,724 Shares 14,998 Est. Cost $321575.56 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 3.7%
Value ($000) $4,875,148 Shares 18,217 Est. Cost $237746.95 Unrealized
IOO ISHARES GLOBAL 100 ETF 3.5%
Value ($000) $4,629,597 Shares 63,944 Est. Cost $65242.19 Unrealized
SPHQ INVESCO EXCHANGE S&P 500 QUALITY ETF 3.5%
Value ($000) $4,537,122 Shares 92,292 Est. Cost $42688.62 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 3.0%
Value ($000) $3,969,248 Shares 17,634 Est. Cost $195904.52 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.9%
Value ($000) $3,843,677 Shares 44,492 Est. Cost $86799.89 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 2.7%
Value ($000) $3,601,905 Shares 8,844 Est. Cost $360064.80 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 2.2%
Value ($000) $2,895,703 Shares 15,523 Est. Cost $170997.16 Unrealized
AGG ISHARES CORE U S AGGREGATE BOND ETF 2.2%
Value ($000) $2,863,995 Shares 24,704 Est. Cost $117184.99 Unrealized
IXN ISHARES GLOBAL TECH ETF 2.0%
Value ($000) $2,590,841 Shares 7,527 Est. Cost $307766.90 Unrealized
IUSG ISHARES CORE S&P U S GROWTH ETF 1.9%
Value ($000) $2,510,860 Shares 24,245 Est. Cost $90382.93 Unrealized
LQD ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF 1.8%
Value ($000) $2,317,909 Shares 17,129 Est. Cost $134988.48 Unrealized
FSK FS KKR CAPITAL CORP NEW 1.4%
Value ($000) $1,904,688 Shares 89,338 Est. Cost $8.93 Unrealized +23.8%
MUB ISHARES NATIONAL MUNI BOND ETF 1.4%
Value ($000) $1,810,736 Shares 15,411 Est. Cost $117360.74 Unrealized
XLV SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 1.3%
Value ($000) $1,661,718 Shares 12,883 Est. Cost $115214.06 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.1%
Value ($000) $1,488,703 Shares 17,268 Est. Cost $86375.40 Unrealized
WPC W P CAREY INC 1.1%
Value ($000) $1,401,276 Shares 18,248 Est. Cost $66798.86 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.1%
Value ($000) $1,389,258 Shares 12,617 Est. Cost $101187.49 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 1.0%
Value ($000) $1,366,915 Shares 31,870 Est. Cost $39699.55 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.0%
Value ($000) $1,325,252 Shares 9,802 Est. Cost $122822.55 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $1,057,896 Shares 14,169 Est. Cost $64471.63 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.8%
Value ($000) $994,032 Shares 32,958 Est. Cost $30228.72 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.8%
Value ($000) $986,268 Shares 24,924 Est. Cost $37818.41 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.7%
Value ($000) $982,780 Shares 22,124 Est. Cost $44135.92 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $965,637 Shares 6,142 Est. Cost $137715.38 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.7%
Value ($000) $932,232 Shares 19,834 Est. Cost $42159.39 Unrealized
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $805,005 Shares 2,748 Est. Cost $262170.10 Unrealized
XLF SECTOR FINANCIAL SELECT SECTOR SPDR ETF 0.6%
Value ($000) $727,407 Shares 19,978 Est. Cost $32253.99 Unrealized
ENTG ENTEGRIS INC 0.5%
Value ($000) $714,915 Shares 6,113 Est. Cost $85.63 Unrealized +31.7%
OEF ISHARES S&P 100 ETF 0.5%
Value ($000) $708,580 Shares 3,543 Est. Cost $173334.73 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $705,455 Shares 4,879 Est. Cost $117.14 Unrealized +7.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.5%
Value ($000) $692,080 Shares 13,580 Est. Cost $44759.06 Unrealized
LGLV SPDR SSGA U S LARGE CAP LOW VOLATILITY INDEX ETF 0.5%
Value ($000) $673,172 Shares 4,952 Est. Cost $115941.77 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.5%
Value ($000) $666,772 Shares 2,656 Est. Cost $227277.28 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $632,085 Shares 2,824 Est. Cost $209884.20 Unrealized
SPGM SPDR MSCI GLOBAL STOCK MARKET ETF 0.5%
Value ($000) $631,664 Shares 11,356 Est. Cost $49916.50 Unrealized
XLE SECTOR ENERGY SELECT SECTOR SPDR ETF 0.5%
Value ($000) $629,635 Shares 12,096 Est. Cost $45411.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.5%
Value ($000) $595,873 Shares 2,145 Est. Cost $242861.94 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.4%
Value ($000) $570,450 Shares 5,020 Est. Cost $102180.78 Unrealized
SCHG SCHWAB U S LARGE CAP GROWTH ETF 0.4%
Value ($000) $537,171 Shares 3,583 Est. Cost $129290.30 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.4%
Value ($000) $516,591 Shares 3,200 Est. Cost $154571.72 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $514,337 Shares 3,483 Est. Cost $126759.41 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOLATILITY FACTOR ETF 0.4%
Value ($000) $467,162 Shares 7,377 Est. Cost $62466.19 Unrealized
XLK SECTOR TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $455,127 Shares 3,009 Est. Cost $131655.31 Unrealized
IT GARTNER INC 0.3%
Value ($000) $450,573 Shares 1,753 Est. Cost $144.06 Unrealized +51.9%
VPU VANGUARD UTILITIES ETF 0.3%
Value ($000) $404,154 Shares 2,847 Est. Cost $135048.84 Unrealized
SCHX SCHWAB U S LARGE CAP ETF 0.3%
Value ($000) $386,893 Shares 3,669 Est. Cost $91097.84 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $381,159 Shares 1,555 Est. Cost $212175.90 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.3%
Value ($000) $378,719 Shares 4,771 Est. Cost $68645.48 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.3%
Value ($000) $378,227 Shares 2,206 Est. Cost $163667.48 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.3%
Value ($000) $363,568 Shares 8,402 Est. Cost $38091.53 Unrealized
MDY SPDR S&P MID CAP 400 ETF 0.3%
Value ($000) $347,761 Shares 711 Est. Cost $431406.47 Unrealized
SUB ISHARES SHORT TERM NATIONAL MUNI BOND ETF 0.3%
Value ($000) $345,640 Shares 3,203 Est. Cost $108188.21 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $328,995 Shares 89 Est. Cost $163.07 Unrealized +1.9%
SPLV INVESCO EXCHANGE S&P 500 LOW VOLATILITY ETF 0.2%
Value ($000) $327,915 Shares 5,275 Est. Cost $55949.92 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $290,654 Shares 2,501 Est. Cost $98481.34 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $290,450 Shares 5,402 Est. Cost $54153.18 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.2%
Value ($000) $289,895 Shares 725 Est. Cost $344365.00 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $287,924 Shares 2,769 Est. Cost $90645.85 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $282,777 Shares 1,653 Est. Cost $103.86 Unrealized +42.4%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $279,142 Shares 8,157 Est. Cost $33621.36 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.2%
Value ($000) $261,015 Shares 6,514 Est. Cost $41103.14 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $251,472 Shares 2,414 Est. Cost $93477.81 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUN BOND ETF 0.2%
Value ($000) $246,243 Shares 4,711 Est. Cost $52509.99 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.1%
Value ($000) $190,678 Shares 3,556 Est. Cost $46357.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $187,338 Shares 509 Est. Cost $197.01 Unrealized +62.1%
EFAV ISHARES MSCI EAFE MIN VOLATILITY FACTOR ETF 0.1%
Value ($000) $182,346 Shares 2,386 Est. Cost $73593.41 Unrealized
XLB SECTOR MATERIALS SELECT SECTOR SPDR ETF 0.1%
Value ($000) $173,074 Shares 2,097 Est. Cost $82443.42 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $169,950 Shares 1,417 Est. Cost $99.26 Unrealized +8.1%
SMLF ISHARES MSCI USA SMALL CAP MULTIFACTOR ETF 0.1%
Value ($000) $167,065 Shares 3,094 Est. Cost $48277.16 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $161,791 Shares 3,167 Est. Cost $46680.16 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $159,215 Shares 3,174 Est. Cost $50246.59 Unrealized
VLU SPDR S&P 1500 VALUE TILT ETF 0.1%
Value ($000) $155,709 Shares 1,064 Est. Cost $123330.19 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $147,840 Shares 5,500 Est. Cost $26880.00 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $141,790 Shares 506 Est. Cost $215.29 Unrealized +13.7%
SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 0.1%
Value ($000) $139,476 Shares 1,304 Est. Cost $99786.94 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $133,844 Shares 842 Est. Cost $135859.86 Unrealized
BFLY BUTTERFLY NETWORK INC CL A 0.1%
Value ($000) $131,939 Shares 10,753 Est. Cost $13.50 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $129,920 Shares 2,558 Est. Cost $50789.68 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $129,615 Shares 1,339 Est. Cost $82914.48 Unrealized
IUSV ISHARES CORE S&P U S VALUE ETF 0.1%
Value ($000) $126,827 Shares 1,763 Est. Cost $64670.47 Unrealized
QSI QUANTUM-SI INC CL A 0.1%
Value ($000) $125,793 Shares 10,863 Est. Cost $10.48 Unrealized 0.0%
VOT VANGUARD MID CAP GROWTH ETF 0.1%
Value ($000) $124,869 Shares 524 Est. Cost $208944.66 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $124,554 Shares 560 Est. Cost $221745.78 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $123,291 Shares 894 Est. Cost $118468.40 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $122,973 Shares 475 Est. Cost $224712.19 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $119,642 Shares 1,426 Est. Cost $71429.68 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $116,324 Shares 1,467 Est. Cost $73524.48 Unrealized
PLBY PLBY GROUP INC 0.1%
Value ($000) $108,755 Shares 3,118 Est. Cost $42.11 Unrealized 0.0%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $108,723 Shares 3,615 Est. Cost $28380.85 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $106,354 Shares 627 Est. Cost $127.53 Unrealized +13.6%
BJAN INNOVATOR S&P 500 BUFFER ETF JANUARY 0.1%
Value ($000) $105,619 Shares 2,929 Est. Cost $32549.33 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $104,220 Shares 1,077 Est. Cost $88100.19 Unrealized
MDYG SPDR SERIES TRUST S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $103,522 Shares 1,334 Est. Cost $75126.98 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $101,391 Shares 1,299 Est. Cost $84717.41 Unrealized
SCHA SCHWAB U S SMALL CAP ETF 0.1%
Value ($000) $98,565 Shares 966 Est. Cost $94239.91 Unrealized
SMOG VANECK VECTORS LOW CARBON ENERGY ETF 0.1%
Value ($000) $96,373 Shares 605 Est. Cost $179552.06 Unrealized
DRIV GLOBAL X FUNDS AUTONOMOUS & ELECTRIC VEHICLES ETF 0.1%
Value ($000) $93,369 Shares 3,355 Est. Cost $26890.02 Unrealized
XLI SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $86,523 Shares 837 Est. Cost $102405.29 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $85,252 Shares 686 Est. Cost $134637.47 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.1%
Value ($000) $84,243 Shares 1,286 Est. Cost $61939.64 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $83,442 Shares 543 Est. Cost $98.14 Unrealized +42.4%
AYRWF AYR WELLNESS INC SUB LTD VTG 0.1%
Value ($000) $83,173 Shares 2,875 Est. Cost $28.80 Unrealized -2.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $82,501 Shares 1,258 Est. Cost $65067.50 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF 0.1%
Value ($000) $80,776 Shares 620 Est. Cost $125340.88 Unrealized
ISCB ISHARES MORNINGSTAR SMALL CAP ETF 0.1%
Value ($000) $77,195 Shares 1,346 Est. Cost $93867.22 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF NEW 0.1%
Value ($000) $74,997 Shares 820 Est. Cost $91500.00 Unrealized
IEI ISHARES 3-7YR TREASURY BOND ETF 0.1%
Value ($000) $74,989 Shares 572 Est. Cost $131281.84 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $74,639 Shares 1,845 Est. Cost $40494.85 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $74,403 Shares 1,150 Est. Cost $55911.26 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $73,530 Shares 1,160 Est. Cost $62434.96 Unrealized
CMCSA COMCAST CORP CL A NEW 0.1%
Value ($000) $73,337 Shares 1,260 Est. Cost $41.66 Unrealized +17.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $72,843 Shares 28 Est. Cost $83.74 Unrealized +41.3%
JETS ETF SER SOLUTIONS U S GLOBAL JETS ETF 0.1%
Value ($000) $71,474 Shares 3,019 Est. Cost $21438.98 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $70,644 Shares 605 Est. Cost $78.94 Unrealized +20.0%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUN BOND ETF 0.1%
Value ($000) $70,375 Shares 1,420 Est. Cost $49871.00 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $67,269 Shares 1,821 Est. Cost $36182.11 Unrealized
BDEC INNOVATOR S&P 500 BUFFER ETF DECEMBER 0.1%
Value ($000) $66,700 Shares 2,000 Est. Cost $30302.50 Unrealized
XLC SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $66,158 Shares 808 Est. Cost $81878.71 Unrealized
V VISA INC CL A 0.0%
Value ($000) $64,560 Shares 269 Est. Cost $197.22 Unrealized +12.1%
IYJ ISHARES U S INDUSTRIALS ETF 0.0%
Value ($000) $63,531 Shares 565 Est. Cost $93792.92 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $63,268 Shares 269 Est. Cost $193.25 Unrealized +8.3%
PDEC INNOVATOR S&P 500 POWER BUFFER ETF DECEMBER 0.0%
Value ($000) $61,201 Shares 2,000 Est. Cost $28712.50 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $58,581 Shares 264 Est. Cost $139.64 Unrealized +28.0%
SLYG SPDR SERIES TRUST S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $57,534 Shares 659 Est. Cost $87448.52 Unrealized
IYW ISHARES TECHNOLOGY ETF 0.0%
Value ($000) $56,410 Shares 555 Est. Cost $87316.55 Unrealized
OIH VANECK VECTORS ETF TR OIL SERVICES ETF NEW 0.0%
Value ($000) $53,217 Shares 256 Est. Cost $207878.90 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $52,509 Shares 170 Est. Cost $231.36 Unrealized +25.8%
VEA VANGUARD FTSE DEVELOPED MKTS ETF 0.0%
Value ($000) $49,266 Shares 952 Est. Cost $47569.15 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF 0.0%
Value ($000) $49,201 Shares 1,337 Est. Cost $36930.85 Unrealized
IDNA ISHARES GENOMICS IMMUNOLOGY & HEALTHCARE ETF 0.0%
Value ($000) $48,154 Shares 969 Est. Cost $49706.83 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $46,988 Shares 106 Est. Cost $443283.03 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $46,257 Shares 308 Est. Cost $121.24 Unrealized +4.1%
IYF ISHARES U S FINANCIALS ETF 0.0%
Value ($000) $44,829 Shares 552 Est. Cost $65358.69 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $43,800 Shares 1,113 Est. Cost $28.63 Unrealized +8.2%
XSOE WISDOMTREE EMERGING MKTS EX STATE OWNED ENTERPRISES ETF 0.0%
Value ($000) $43,639 Shares 1,065 Est. Cost $41049.54 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 0.0%
Value ($000) $41,600 Shares 200 Est. Cost $260250.00 Unrealized
VTEB VANGUARD MUN BD TAX EXEMPT BOND INDEX ETF 0.0%
Value ($000) $41,509 Shares 749 Est. Cost $55429.91 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $41,452 Shares 843 Est. Cost $47420.56 Unrealized
GLD SPDR GOLD TRUST GOLD SHARES 0.0%
Value ($000) $39,827 Shares 236 Est. Cost $172521.19 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $39,042 Shares 736 Est. Cost $52625.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $39,012 Shares 518 Est. Cost $70104.84 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $38,401 Shares 280 Est. Cost $123.16 Unrealized -2.0%
HD HOME DEPOT INC 0.0%
Value ($000) $38,080 Shares 117 Est. Cost $242.47 Unrealized +17.1%
UNITED STATES STEEL CORP NEW 0.0%
Value ($000) $37,834 Shares 1,650 Est. Cost $18380.00 Unrealized
IDV ISHARES INTL SELECT DIVIDEND ETF 0.0%
Value ($000) $37,577 Shares 1,163 Est. Cost $30190.88 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $37,017 Shares 149 Est. Cost $240.26 Unrealized -5.2%
IGV ISHARES EXPANDED TECH SOFTWARE SECTOR ETF 0.0%
Value ($000) $36,923 Shares 92 Est. Cost $364853.03 Unrealized
EAGG ISHARES ESG AWARE U S AGGREGATE BOND ETF 0.0%
Value ($000) $36,568 Shares 657 Est. Cost $56264.53 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $33,276 Shares 550 Est. Cost $30.77 Unrealized +62.6%
IEF ISHARES 7-10YR TREASURY BOND ETF 0.0%
Value ($000) $33,259 Shares 285 Est. Cost $119159.47 Unrealized
IYC ISHARESU S CONSUMER SERVICES ETF 0.0%
Value ($000) $33,029 Shares 421 Est. Cost $69296.91 Unrealized
ITB ISHARES U S HOME CONSTRUCTION ETF 0.0%
Value ($000) $32,947 Shares 470 Est. Cost $62023.40 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $32,595 Shares 93 Est. Cost $272.24 Unrealized +17.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $32,263 Shares 522 Est. Cost $49.52 Unrealized +8.6%
XLU SELECT UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $32,118 Shares 496 Est. Cost $62845.75 Unrealized
VTWO VANGUARD RUSSELL 2000 INDEX FD ETF SHARES 0.0%
Value ($000) $31,803 Shares 352 Est. Cost $129623.58 Unrealized
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $31,240 Shares 589 Est. Cost $46.48 Unrealized +17.0%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $31,010 Shares 106 Est. Cost $253141.52 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $30,894 Shares 51 Est. Cost $483.11 Unrealized +6.7%
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.0%
Value ($000) $30,175 Shares 486 Est. Cost $89010.54 Unrealized
T AT&T INC 0.0%
Value ($000) $30,120 Shares 1,041 Est. Cost $15.48 Unrealized +9.8%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $29,984 Shares 329 Est. Cost $74984.80 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $29,460 Shares 511 Est. Cost $38.61 Unrealized +22.9%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $28,462 Shares 1,207 Est. Cost $26874.25 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $28,353 Shares 164 Est. Cost $151.05 Unrealized +16.3%
AGGY WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETF 0.0%
Value ($000) $28,046 Shares 532 Est. Cost $53281.95 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $27,824 Shares 11 Est. Cost $83.49 Unrealized +38.8%
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.0%
Value ($000) $27,624 Shares 278 Est. Cost $97563.18 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $27,539 Shares 1,223 Est. Cost $22887.06 Unrealized
TLT ISHARES 20 YR TREASURY BOND ETF 0.0%
Value ($000) $27,426 Shares 185 Est. Cost $153994.60 Unrealized
PHO INVESCO WATER RES ETF 0.0%
Value ($000) $27,185 Shares 498 Est. Cost $53808.40 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $26,648 Shares 335 Est. Cost $73389.36 Unrealized
IYK ISHARES U S CONSUMER GOODS ETF 0.0%
Value ($000) $25,984 Shares 142 Est. Cost $177056.34 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $25,946 Shares 475 Est. Cost $49387.15 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $25,707 Shares 291 Est. Cost $86835.62 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $25,147 Shares 99 Est. Cost $214.58 Unrealized +3.5%
IYG ISHARES U S FINANCIAL SERVICES ETF 0.0%
Value ($000) $24,679 Shares 133 Est. Cost $145514.92 Unrealized
IYH ISHARES U S HEALTHCARE ETF 0.0%
Value ($000) $24,649 Shares 88 Est. Cost $249818.19 Unrealized
SPTI SPDR INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $23,620 Shares 725 Est. Cost $32979.31 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $23,333 Shares 587 Est. Cost $23.66 Unrealized +54.5%
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $22,975 Shares 16 Est. Cost $1096.55 Unrealized +17.6%
MA MASTERCARD INC CL A 0.0%
Value ($000) $22,435 Shares 60 Est. Cost $323.35 Unrealized +12.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $22,144 Shares 391 Est. Cost $43.98 Unrealized -1.3%
NUBD NUVEEN ESG US AGGREGATE BOND ETF 0.0%
Value ($000) $22,054 Shares 844 Est. Cost $26696.07 Unrealized
AMLP ALPS ALERIAN MLP ETF NEW 0.0%
Value ($000) $21,978 Shares 616 Est. Cost $27000.57 Unrealized
MRK MERCK & COMPANY INC NEW 0.0%
Value ($000) $21,775 Shares 277 Est. Cost $64.70 Unrealized -0.9%
PRF INVESCO FTSE RAFI U S 1000 ETF 0.0%
Value ($000) $21,332 Shares 133 Est. Cost $139285.72 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $21,140 Shares 76 Est. Cost $199.71 Unrealized +10.8%
ACWV ISHARES MSCI GLOBAL MIN VOLATILITY ETF 0.0%
Value ($000) $20,822 Shares 200 Est. Cost $96696.10 Unrealized
PPL PPL CORP 0.0%
Value ($000) $19,712 Shares 700 Est. Cost $23.16 Unrealized +4.8%
TSLA TESLA INC 0.0%
Value ($000) $19,339 Shares 30 Est. Cost $217.09 Unrealized 0.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $19,306 Shares 629 Est. Cost $30690.11 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $18,855 Shares 228 Est. Cost $73.10 Unrealized -3.8%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $18,329 Shares 226 Est. Cost $74110.62 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $18,058 Shares 157 Est. Cost $97692.30 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.0%
Value ($000) $17,516 Shares 239 Est. Cost $68520.53 Unrealized
LIVENT CORP 0.0%
Value ($000) $17,321 Shares 916 Est. Cost $20180.13 Unrealized
CLOU GLOBAL CLOUD COMPUTING ETF 0.0%
Value ($000) $16,726 Shares 575 Est. Cost $27719.53 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $15,644 Shares 200 Est. Cost $82.36 Unrealized 0.0%
SUSC ISHARES TRUST ESG AWARE USD CORP BOND ETF 0.0%
Value ($000) $15,602 Shares 558 Est. Cost $28048.74 Unrealized
PTON PELOTON INTERACTIVE INC CL A 0.0%
Value ($000) $15,191 Shares 123 Est. Cost $106.45 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $14,734 Shares 92 Est. Cost $123.21 Unrealized +2.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $14,495 Shares 168 Est. Cost $58.43 Unrealized +29.6%
MBB ISHARES MBS ETF 0.0%
Value ($000) $14,413 Shares 133 Est. Cost $110187.97 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $14,174 Shares 326 Est. Cost $23.04 Unrealized +73.5%
SPDR SERIES TRUST S&P 600 SMALL CAP ETF 0.0%
Value ($000) $13,630 Shares 143 Est. Cost $87321.68 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $13,369 Shares 276 Est. Cost $49402.78 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $13,354 Shares 386 Est. Cost $34917.31 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $13,291 Shares 133 Est. Cost $86590.91 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $13,081 Shares 140 Est. Cost $88750.00 Unrealized
VLKAF VOLKSWAGEN A G 0.0%
Value ($000) $13,060 Shares 40 Est. Cost $184.71 Unrealized +85.4%
PSX PHILLIPS 66 0.0%
Value ($000) $13,049 Shares 158 Est. Cost $47.97 Unrealized +47.1%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $13,033 Shares 75 Est. Cost $120.71 Unrealized +41.2%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $12,892 Shares 184 Est. Cost $42.34 Unrealized +57.3%
NZAC SPDR MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $12,723 Shares 99 Est. Cost $114786.55 Unrealized
DDD 3D SYSTEMS CORP DEL NEW 0.0%
Value ($000) $12,564 Shares 369 Est. Cost $8.13 Unrealized +225.1%
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF 0.0%
Value ($000) $12,496 Shares 175 Est. Cost $71405.71 Unrealized
SPMB SPDR MORTGAGE BACKED BOND ETF 0.0%
Value ($000) $11,646 Shares 450 Est. Cost $26440.00 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $11,478 Shares 52 Est. Cost $163.73 Unrealized +17.4%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $11,331 Shares 28 Est. Cost $347.39 Unrealized +3.4%
INTC INTEL CORP 0.0%
Value ($000) $11,259 Shares 201 Est. Cost $44.02 Unrealized +21.7%
CMI CUMMINS INC 0.0%
Value ($000) $11,169 Shares 46 Est. Cost $198.26 Unrealized +15.2%
PLCE CHILDRENS PLACE INC 0.0%
Value ($000) $10,350 Shares 114 Est. Cost $71.74 Unrealized +18.4%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $10,242 Shares 69 Est. Cost $142170.77 Unrealized
NORDSTROM INC 0.0%
Value ($000) $10,231 Shares 294 Est. Cost $36829.93 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $9,904 Shares 258 Est. Cost $38387.60 Unrealized
IHAK ISHARES CYBERSECURITY & TECHNOLOGY ETF 0.0%
Value ($000) $9,670 Shares 220 Est. Cost $43954.55 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $9,532 Shares 51 Est. Cost $151.81 Unrealized +26.7%
IHI ISHARES U S MEDICAL DEVICES ETF 0.0%
Value ($000) $9,364 Shares 25 Est. Cost $374560.00 Unrealized
XSD SPDR SERIES TRUST S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $9,358 Shares 50 Est. Cost $187160.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $9,240 Shares 156 Est. Cost $30.72 Unrealized +53.6%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $9,009 Shares 53 Est. Cost $151000.00 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $8,890 Shares 169 Est. Cost $44467.46 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $8,880 Shares 400 Est. Cost $34426.02 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $8,660 Shares 140 Est. Cost $37.97 Unrealized +42.4%
DUFRY DUFRY AG UNSPON ADR 0.0%
Value ($000) $8,607 Shares 1,437 Est. Cost $6948.73 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $8,348 Shares 100 Est. Cost $83480.00 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $8,304 Shares 59 Est. Cost $93.75 Unrealized +21.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $8,118 Shares 120 Est. Cost $56.47 Unrealized +12.7%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value ($000) $8,029 Shares 90 Est. Cost $79596.91 Unrealized
DBP INVESCO DB MULTI SECTOR COMMODITY PRECIOUS METALS FUND 0.0%
Value ($000) $7,996 Shares 160 Est. Cost $50681.25 Unrealized
CALY CALLAWAY GOLF COMPANY 0.0%
Value ($000) $7,978 Shares 247 Est. Cost $28.29 Unrealized +13.6%
MMTM SPDR S&P 1500 MOMENTUM TILT ETF 0.0%
Value ($000) $7,864 Shares 43 Est. Cost $162186.05 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $7,805 Shares 76 Est. Cost $91578.95 Unrealized
C CITIGROUP INC NEW 0.0%
Value ($000) $7,672 Shares 112 Est. Cost $42.37 Unrealized +48.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $7,345 Shares 44 Est. Cost $126.49 Unrealized +27.8%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $7,336 Shares 119 Est. Cost $56838.98 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $7,088 Shares 37 Est. Cost $130.64 Unrealized +30.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $7,053 Shares 291 Est. Cost $24237.11 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $6,999 Shares 18 Est. Cost $312.48 Unrealized +11.1%
GSLC GOLDMAN SACHS ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $6,810 Shares 78 Est. Cost $75991.07 Unrealized
DAL DELTA AIRLINES INC NEW 0.0%
Value ($000) $6,806 Shares 160 Est. Cost $35.38 Unrealized +27.3%
PLANET 13 HOLDINGS INC 0.0%
Value ($000) $6,650 Shares 1,000 Est. Cost $6650.00 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $6,605 Shares 27 Est. Cost $195.07 Unrealized +18.9%
KR KROGER CO 0.0%
Value ($000) $6,323 Shares 168 Est. Cost $29.06 Unrealized +17.4%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $6,182 Shares 138 Est. Cost $42.11 Unrealized +0.3%
MEAR BLACKROCK SHORT MATURITY MUN BOND ETF 0.0%
Value ($000) $6,175 Shares 123 Est. Cost $50211.38 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $6,150 Shares 27 Est. Cost $217.42 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $5,895 Shares 11 Est. Cost $50.70 Unrealized +0.8%
VFVA VANGUARD US VALUE FACTOR ETF 0.0%
Value ($000) $5,889 Shares 60 Est. Cost $98150.00 Unrealized
EWT ISHARES INC MSCI TAIWAN ETF 0.0%
Value ($000) $5,805 Shares 90 Est. Cost $60566.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 0.0%
Value ($000) $5,584 Shares 20 Est. Cost $220.20 Unrealized +26.9%
JUSHF JUSHI HOLDINGS INC CL B SUB VOTING 0.0%
Value ($000) $5,540 Shares 1,000 Est. Cost $6.14 Unrealized 0.0%
ESPO VANECK VECTORS VIDEO GAMING & ESPORTS ETF 0.0%
Value ($000) $5,491 Shares 78 Est. Cost $70397.44 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $5,357 Shares 125 Est. Cost $55992.71 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5,356 Shares 25 Est. Cost $131.98 Unrealized +24.4%
FDX FEDEX CORP 0.0%
Value ($000) $5,283 Shares 18 Est. Cost $251.15 Unrealized +7.6%
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $5,087 Shares 57 Est. Cost $110596.49 Unrealized
F FORD MOTOR CO NEW 0.0%
Value ($000) $5,080 Shares 357 Est. Cost $6.35 Unrealized +58.8%
APH AMPHENOL CORP CLASS A NEW 0.0%
Value ($000) $5,028 Shares 72 Est. Cost $30.16 Unrealized +7.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $4,795 Shares 24 Est. Cost $155.43 Unrealized +7.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $4,666 Shares 58 Est. Cost $68.51 Unrealized +25.0%
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.0%
Value ($000) $4,629 Shares 28 Est. Cost $161285.72 Unrealized
QEFA SPDR INDEX MSCI EAFE STRATEGIC FACTORS ETF 0.0%
Value ($000) $4,568 Shares 60 Est. Cost $70150.00 Unrealized
BNO UNITED STATES BRENT OIL 0.0%
Value ($000) $4,443 Shares 236 Est. Cost $17529.77 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4,435 Shares 50 Est. Cost $88700.00 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4,333 Shares 2 Est. Cost $1898.79 Unrealized +20.9%
CNI CANADIAN NATIONAL RAILWAY COMPANY 0.0%
Value ($000) $4,241 Shares 40 Est. Cost $97.95 Unrealized +3.0%
ETF MANAGERS AI POWERED EQUITY ETF 0.0%
Value ($000) $4,174 Shares 101 Est. Cost $41326.73 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4,114 Shares 26 Est. Cost $203.34 Unrealized -20.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $4,088 Shares 39 Est. Cost $91897.44 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $4,043 Shares 66 Est. Cost $32.91 Unrealized +57.6%
CLEVER LEAVES HOLDINGS INC 0.0%
Value ($000) $3,708 Shares 400 Est. Cost $9270.00 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3,685 Shares 45 Est. Cost $55.22 Unrealized +27.6%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $3,683 Shares 78 Est. Cost $26.92 Unrealized +62.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $3,503 Shares 12 Est. Cost $224.01 Unrealized +11.2%
BA BOEING COMPANY 0.0%
Value ($000) $3,476 Shares 15 Est. Cost $192.22 Unrealized +25.8%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $3,397 Shares 37 Est. Cost $71078.95 Unrealized
VFC V F CORP 0.0%
Value ($000) $3,280 Shares 40 Est. Cost $79.91 Unrealized +4.3%
CBT CABOT CORP 0.0%
Value ($000) $3,237 Shares 55 Est. Cost $37.10 Unrealized +43.5%
NOK NOKIA CORP SPON ADR 0.0%
Value ($000) $3,234 Shares 600 Est. Cost $6550.00 Unrealized
SRLN SPDR BLACKSTONE SENIOR LN ETF 0.0%
Value ($000) $3,228 Shares 70 Est. Cost $46114.29 Unrealized
WMT WALMART INC 0.0%
Value ($000) $3,089 Shares 22 Est. Cost $45.24 Unrealized -3.2%
BNTX BIONTECH SE ADS 0.0%
Value ($000) $3,088 Shares 15 Est. Cost $105975.61 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 0.0%
Value ($000) $3,088 Shares 46 Est. Cost $50.03 Unrealized +7.7%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $2,955 Shares 55 Est. Cost $54309.09 Unrealized
FFNTF 4FRONT VENTURES CORP SUB VTG 0.0%
Value ($000) $2,895 Shares 2,335 Est. Cost $1.29 Unrealized 0.0%
AGIO AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $2,840 Shares 50 Est. Cost $39.54 Unrealized +41.4%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES ETF 0.0%
Value ($000) $2,738 Shares 72 Est. Cost $36888.89 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $2,657 Shares 14 Est. Cost $161.42 Unrealized +16.5%
COIN COINBASE GLOBAL INC CL A 0.0%
Value ($000) $2,519 Shares 10 Est. Cost $259.62 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,479 Shares 36 Est. Cost $49.35 Unrealized +13.2%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $2,246 Shares 46 Est. Cost $33.81 Unrealized +24.1%
CURLF CURALEAF HOLDINGS INC 0.0%
Value ($000) $2,076 Shares 150 Est. Cost $14.31 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $2,058 Shares 5 Est. Cost $308.19 Unrealized +19.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1,933 Shares 23 Est. Cost $60.07 Unrealized +19.4%
VTRS VIATRIS INC 0.0%
Value ($000) $1,914 Shares 136 Est. Cost $13.33 Unrealized -11.0%
CTRN CITI TRENDS INC 0.0%
Value ($000) $1,839 Shares 22 Est. Cost $92.02 Unrealized 0.0%
FNMA FANNIE MAE VOTING SHS 0.0%
Value ($000) $1,729 Shares 1,235 Est. Cost $2.22 Unrealized -2.5%
BIDU BAIDU INC SPON ADR REPSTG ORD SHS CL A 0.0%
Value ($000) $1,644 Shares 9 Est. Cost $237111.11 Unrealized
STKL SUNOPTA INC 0.0%
Value ($000) $1,626 Shares 140 Est. Cost $14.32 Unrealized -8.8%
CMC MATERIALS INC 0.0%
Value ($000) $1,611 Shares 11 Est. Cost $150545.45 Unrealized
TPCO HOLDING CORP 0.0%
Value ($000) $1,575 Shares 300 Est. Cost $5250.00 Unrealized
DNNGY ORSTED A/S ADR 0.0%
Value ($000) $1,369 Shares 27 Est. Cost $55111.11 Unrealized
XBI SPDR SERIES TRUST S&P BIOTECH ETF 0.0%
Value ($000) $1,313 Shares 10 Est. Cost $152300.00 Unrealized
XRT SPDR SERIES TRUST S&P RETAIL ETF 0.0%
Value ($000) $1,136 Shares 12 Est. Cost $94666.66 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1,131 Shares 15 Est. Cost $60466.67 Unrealized
BLOK AMPLIFY BLOCKCHAIN LEADERS ETF 0.0%
Value ($000) $931 Shares 20 Est. Cost $46550.00 Unrealized
PANASONIC CORP ADR 0.0%
Value ($000) $852 Shares 72 Est. Cost $13069.44 Unrealized
QUALTRICS INTL INC CL A 0.0%
Value ($000) $802 Shares 23 Est. Cost $31521.74 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $783 Shares 26 Est. Cost $26.93 Unrealized 0.0%
SLYV SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $415 Shares 5 Est. Cost $83000.00 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $323 Shares 20 Est. Cost $13.72 Unrealized +41.2%
KO COCA-COLA COMPANY 0.0%
Value ($000) $205 Shares 3 Est. Cost $44.27 Unrealized +6.8%
STONEMOR INC 0.0%
Value ($000) $195 Shares 75 Est. Cost $3253.33 Unrealized
AURORA CANNABIS INC NEW 0.0%
Value ($000) $79 Shares 10 Est. Cost $11201.02 Unrealized
NUSMF NAUTILUS MINERALS INC 0.0%
Value ($000) $54 Shares 7,800 Est. Cost $0.00 Unrealized +262.4%