ShoreHaven Wealth Partners, LLC Diversified Active

CIK: 0001844922 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 10, 2021

Total Value ($000): $178,696 (100.0% shares, 0.0% debt)

Holdings (257)

IVW ISHARES S&P 500 GROWTH ETF 11.9%
Value ($000) $21,331 Shares 334,236 Est. Cost $63.82 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 5.5%
Value ($000) $9,823 Shares 91,381 Est. Cost $107.49 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.5%
Value ($000) $9,775 Shares 141,491 Est. Cost $69.09 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 5.4%
Value ($000) $9,664 Shares 106,528 Est. Cost $90.72 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 5.2%
Value ($000) $9,265 Shares 179,414 Est. Cost $51.64 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 4.9%
Value ($000) $8,674 Shares 429,638 Est. Cost $20.19 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 4.7%
Value ($000) $8,415 Shares 61,547 Est. Cost $136.72 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 4.0%
Value ($000) $7,224 Shares 98,412 Est. Cost $73.41 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 3.6%
Value ($000) $6,417 Shares 161,757 Est. Cost $39.67 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 3.2%
Value ($000) $5,725 Shares 125,415 Est. Cost $45.65 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 3.0%
Value ($000) $5,368 Shares 89,409 Est. Cost $60.04 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 2.9%
Value ($000) $5,215 Shares 109,580 Est. Cost $47.59 Unrealized
MBB ISHARES MBS ETF 2.7%
Value ($000) $4,805 Shares 43,632 Est. Cost $110.13 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 2.4%
Value ($000) $4,285 Shares 32,226 Est. Cost $132.97 Unrealized
ISHARES COMEX GOLD TRUST 2.4%
Value ($000) $4,267 Shares 235,374 Est. Cost $18.13 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2.2%
Value ($000) $4,003 Shares 45,855 Est. Cost $87.30 Unrealized
AAPL APPLE INC COM 2.2%
Value ($000) $3,936 Shares 29,667 Est. Cost $117.01 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.1%
Value ($000) $3,697 Shares 30,821 Est. Cost $119.95 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 2.0%
Value ($000) $3,532 Shares 62,256 Est. Cost $56.73 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.9%
Value ($000) $3,472 Shares 66,487 Est. Cost $52.22 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 1.9%
Value ($000) $3,376 Shares 69,294 Est. Cost $48.72 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 1.7%
Value ($000) $3,035 Shares 39,866 Est. Cost $76.13 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 1.6%
Value ($000) $2,881 Shares 53,397 Est. Cost $53.95 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 1.5%
Value ($000) $2,711 Shares 81,489 Est. Cost $33.27 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 1.3%
Value ($000) $2,384 Shares 116,958 Est. Cost $20.38 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.0%
Value ($000) $1,827 Shares 15,585 Est. Cost $117.23 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.9%
Value ($000) $1,600 Shares 35,690 Est. Cost $44.83 Unrealized
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $1,595 Shares 12,499 Est. Cost $127.61 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.8%
Value ($000) $1,416 Shares 12,220 Est. Cost $115.88 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.8%
Value ($000) $1,415 Shares 13,089 Est. Cost $108.11 Unrealized
WBIY WBI POWER FACTOR HIGH DIVIDEND ETF 0.7%
Value ($000) $1,245 Shares 54,870 Est. Cost $22.69 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.6%
Value ($000) $1,142 Shares 52,103 Est. Cost $21.92 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $878 Shares 3,947 Est. Cost $206.04 Unrealized 0.0%
GDX VANECK VECTORS GOLD MINERS ETF 0.5%
Value ($000) $841 Shares 23,327 Est. Cost $36.05 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $589 Shares 181 Est. Cost $159.58 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $537 Shares 306 Est. Cost $83.49 Unrealized 0.0%
T AT&T INC COM 0.3%
Value ($000) $529 Shares 18,406 Est. Cost $15.38 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $523 Shares 2,257 Est. Cost $220.20 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $397 Shares 5,500 Est. Cost $64.61 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $367 Shares 6,239 Est. Cost $43.98 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $350 Shares 2,734 Est. Cost $128.02 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.2%
Value ($000) $270 Shares 2,782 Est. Cost $97.05 Unrealized
BIOHAVEN PHARMACTL HLDG CO LTD COM 0.1%
Value ($000) $255 Shares 2,969 Est. Cost $85.89 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $243 Shares 4,634 Est. Cost $41.66 Unrealized 0.0%
KOD KODIAK SCIENCES INC COM 0.1%
Value ($000) $237 Shares 1,611 Est. Cost $111.49 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $228 Shares 1,796 Est. Cost $98.14 Unrealized 0.0%
META FACEBOOK INC CL A 0.1%
Value ($000) $224 Shares 820 Est. Cost $272.24 Unrealized 0.0%
BLACKROCK SCIENCE & TECH TR II SHS BEN INT 0.1%
Value ($000) $224 Shares 6,146 Est. Cost $36.45 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $206 Shares 2,492 Est. Cost $60.35 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $201 Shares 115 Est. Cost $83.74 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $199 Shares 2,580 Est. Cost $65.64 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $195 Shares 1,280 Est. Cost $124.71 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $184 Shares 2,088 Est. Cost $88.12 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $173 Shares 2,221 Est. Cost $56.32 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $156 Shares 2,689 Est. Cost $48.92 Unrealized 0.0%
ZS ZSCALER INC COM 0.1%
Value ($000) $154 Shares 773 Est. Cost $159.02 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $151 Shares 288 Est. Cost $13.35 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $150 Shares 2,101 Est. Cost $58.43 Unrealized 0.0%
SPINNAKER ETF SERIES CANNABIS ETF 0.1%
Value ($000) $149 Shares 11,919 Est. Cost $12.50 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $148 Shares 942 Est. Cost $127.53 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $146 Shares 1,498 Est. Cost $97.46 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $143 Shares 672 Est. Cost $163.73 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $142 Shares 608 Est. Cost $206.72 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $138 Shares 3,377 Est. Cost $26.69 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $137 Shares 505 Est. Cost $231.36 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $137 Shares 1,826 Est. Cost $58.84 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $132 Shares 576 Est. Cost $204.14 Unrealized 0.0%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.1%
Value ($000) $129 Shares 3,237 Est. Cost $39.85 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $124 Shares 262 Est. Cost $473.28 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $120 Shares 2,046 Est. Cost $50.13 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $115 Shares 724 Est. Cost $134.81 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $110 Shares 6,500 Est. Cost $9.58 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.1%
Value ($000) $107 Shares 2,130 Est. Cost $42.43 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $104 Shares 6,784 Est. Cost $15.33 Unrealized
ANNALY CAPITAL MANAGEMENT INC COM 0.1%
Value ($000) $101 Shares 12,009 Est. Cost $8.41 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $98 Shares 448 Est. Cost $197.22 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $97 Shares 515 Est. Cost $164.87 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $97 Shares 342 Est. Cost $257.79 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $97 Shares 453 Est. Cost $193.25 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $95 Shares 1,000 Est. Cost $95.00 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $93 Shares 267 Est. Cost $308.19 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $92 Shares 2,508 Est. Cost $28.63 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.1%
Value ($000) $92 Shares 549 Est. Cost $167.58 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $91 Shares 500 Est. Cost $140.23 Unrealized 0.0%
USL UNITED STATES 12 MONTH OIL FUND, LP 0.0%
Value ($000) $89 Shares 5,185 Est. Cost $17.16 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $87 Shares 132 Est. Cost $636.54 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $86 Shares 1,013 Est. Cost $65.02 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $86 Shares 621 Est. Cost $123.16 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $85 Shares 1,321 Est. Cost $55.51 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $84 Shares 2,022 Est. Cost $37.51 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $83 Shares 1,389 Est. Cost $52.35 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $79 Shares 628 Est. Cost $93.41 Unrealized 0.0%
VICR VICOR CORP COM 0.0%
Value ($000) $77 Shares 832 Est. Cost $83.99 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $71 Shares 274 Est. Cost $251.15 Unrealized 0.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $70.00 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $64 Shares 413 Est. Cost $130.07 Unrealized 0.0%
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value ($000) $59 Shares 534 Est. Cost $122.23 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $59 Shares 3,010 Est. Cost $19.60 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $59.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $58 Shares 630 Est. Cost $75.68 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $57 Shares 637 Est. Cost $89.48 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $54 Shares 241 Est. Cost $196.00 Unrealized 0.0%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.00 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $53 Shares 1,241 Est. Cost $19.77 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $53 Shares 73 Est. Cost $726.03 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $53 Shares 896 Est. Cost $50.86 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $50 Shares 525 Est. Cost $95.24 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $50 Shares 1,009 Est. Cost $44.02 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $50 Shares 63 Est. Cost $75.51 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $48 Shares 400 Est. Cost $103.86 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $46 Shares 500 Est. Cost $86.30 Unrealized 0.0%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $45 Shares 4,025 Est. Cost $10.86 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $44 Shares 1,341 Est. Cost $32.81 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $44 Shares 125 Est. Cost $318.96 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $44 Shares 402 Est. Cost $92.76 Unrealized 0.0%
INTRUSION INC COM NEW 0.0%
Value ($000) $43 Shares 2,437 Est. Cost $17.64 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $43 Shares 223 Est. Cost $192.83 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $43 Shares 2,231 Est. Cost $14.79 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $43 Shares 200 Est. Cost $195.07 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $42 Shares 365 Est. Cost $115.07 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $41 Shares 452 Est. Cost $26.81 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $40 Shares 741 Est. Cost $44.27 Unrealized 0.0%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $39 Shares 629 Est. Cost $62.00 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $39 Shares 607 Est. Cost $48.82 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $37 Shares 240 Est. Cost $130.99 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $36 Shares 181 Est. Cost $198.90 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $35 Shares 297 Est. Cost $95.08 Unrealized 0.0%
POLARITYTE INC COM 0.0%
Value ($000) $34 Shares 50,000 Est. Cost $0.68 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $34 Shares 404 Est. Cost $72.00 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 544 Est. Cost $62.50 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $33 Shares 398 Est. Cost $64.85 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $33 Shares 100 Est. Cost $262.32 Unrealized 0.0%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $32 Shares 138 Est. Cost $231.88 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $31 Shares 391 Est. Cost $68.86 Unrealized 0.0%
IEX IDEX CORP COM 0.0%
Value ($000) $30 Shares 150 Est. Cost $178.73 Unrealized 0.0%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $30 Shares 1,010 Est. Cost $22.13 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $29 Shares 201 Est. Cost $45.24 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $29 Shares 471 Est. Cost $49.52 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $28 Shares 420 Est. Cost $59.11 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $28 Shares 60 Est. Cost $462.59 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $27 Shares 50 Est. Cost $50.70 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $25 Shares 166 Est. Cost $25.28 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $25 Shares 372 Est. Cost $55.22 Unrealized 0.0%
UFO PROCURE SPACE ETF 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $24 Shares 802 Est. Cost $23.66 Unrealized 0.0%
BGC PARTNERS INC CL A 0.0%
Value ($000) $23 Shares 5,639 Est. Cost $4.08 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $23 Shares 401 Est. Cost $56.16 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $35.27 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $22 Shares 231 Est. Cost $84.81 Unrealized 0.0%
QHY WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $20 Shares 378 Est. Cost $52.91 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $19 Shares 2,615 Est. Cost $5.89 Unrealized 0.0%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $18 Shares 252 Est. Cost $69.15 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $17 Shares 1,064 Est. Cost $13.86 Unrealized 0.0%
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $17 Shares 584 Est. Cost $29.11 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $17 Shares 1,352 Est. Cost $8.87 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $16 Shares 377 Est. Cost $33.17 Unrealized 0.0%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $16 Shares 284 Est. Cost $56.34 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $16 Shares 1,461 Est. Cost $10.95 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $14 Shares 127 Est. Cost $78.94 Unrealized 0.0%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $14 Shares 524 Est. Cost $26.72 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 101 Est. Cost $115.97 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $13 Shares 91 Est. Cost $121.24 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $229.44 Unrealized 0.0%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $12 Shares 215 Est. Cost $55.81 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $12 Shares 94 Est. Cost $128.78 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $12 Shares 568 Est. Cost $22.78 Unrealized 0.0%
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $12 Shares 308 Est. Cost $38.96 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $11 Shares 130 Est. Cost $77.61 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $99.26 Unrealized 0.0%
NETL NETLEASE CORPORATE REAL ESTATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
UHT UNIVERSAL HEALTH RLTY INCM TR SH BEN INT 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $9 Shares 508 Est. Cost $15.96 Unrealized 0.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $242.47 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $73.42 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 38 Est. Cost $236.84 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $8 Shares 182 Est. Cost $43.96 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 91 Est. Cost $82.07 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $8 Shares 920 Est. Cost $6.35 Unrealized 0.0%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.0%
Value ($000) $8 Shares 174 Est. Cost $45.98 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 203 Est. Cost $31.29 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 1,495 Est. Cost $6.06 Unrealized 0.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $150.83 Unrealized 0.0%
UG UNITED GUARDIAN INC COM 0.0%
Value ($000) $7 Shares 495 Est. Cost $14.61 Unrealized 0.0%
ORBCOMM INC COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
FLIR SYS INC COM 0.0%
Value ($000) $7 Shares 151 Est. Cost $46.36 Unrealized
SPCX THE SPAC AND NEW ISSUE ETF 0.0%
Value ($000) $6 Shares 230 Est. Cost $26.09 Unrealized
ESPO VANECK VECTORS VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $6 Shares 90 Est. Cost $66.67 Unrealized
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value ($000) $5 Shares 271 Est. Cost $18.45 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $197.01 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $5 Shares 112 Est. Cost $40.69 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $5 Shares 344 Est. Cost $14.53 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $5 Shares 611 Est. Cost $8.18 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 258 Est. Cost $13.33 Unrealized 0.0%
APHRIA INC COM 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.14 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $50.32 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 142 Est. Cost $31.24 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $4 Shares 77 Est. Cost $51.95 Unrealized
ANSYS INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $363.64 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $483.11 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $24.62 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $284.55 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $196.32 Unrealized 0.0%
JOET VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $56.21 Unrealized 0.0%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 33 Est. Cost $69.65 Unrealized 0.0%
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $3 Shares 140 Est. Cost $21.15 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $165.41 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $77.69 Unrealized 0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.17 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.51 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 111 Est. Cost $16.00 Unrealized 0.0%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.53 Unrealized 0.0%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $2 Shares 308 Est. Cost $6.49 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 30 Est. Cost $61.67 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $33.76 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.01 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.59 Unrealized 0.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $2 Shares 17 Est. Cost $101.61 Unrealized 0.0%
TWITTER INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $70.11 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.01 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $47.97 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.18 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.49 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $73.00 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.53 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.37 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $33.58 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $115.62 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
CTSO CYTOSORBENTS CORP COM NEW 0.0%
Value ($000) $1 Shares 40 Est. Cost $8.37 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.55 Unrealized 0.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.17 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.24 Unrealized 0.0%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $30.72 Unrealized 0.0%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.53 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.19 Unrealized 0.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $37.19 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $1 Shares 88 Est. Cost $11.36 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $66.42 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 188 Est. Cost $5.32 Unrealized
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ALLETE INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $130.64 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $67.58 Unrealized 0.0%
TEAM INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized