ShoreHaven Wealth Partners, LLC Diversified Active

CIK: 0001844922 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $184,574 (100.0% shares, 0.0% debt)

Holdings (284)

IVW ISHARES S&P 500 GROWTH ETF 11.9%
Value ($000) $21,954 Shares 337,177 Est. Cost $63.82 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 5.9%
Value ($000) $10,861 Shares 94,710 Est. Cost $107.75 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 5.5%
Value ($000) $10,227 Shares 107,481 Est. Cost $90.72 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 5.5%
Value ($000) $10,156 Shares 140,953 Est. Cost $69.09 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 5.1%
Value ($000) $9,496 Shares 185,139 Est. Cost $51.63 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.1%
Value ($000) $9,359 Shares 61,753 Est. Cost $136.72 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 4.6%
Value ($000) $8,407 Shares 417,225 Est. Cost $20.19 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 3.9%
Value ($000) $7,251 Shares 99,343 Est. Cost $73.41 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 3.7%
Value ($000) $6,770 Shares 166,384 Est. Cost $39.70 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 3.1%
Value ($000) $5,791 Shares 126,612 Est. Cost $45.65 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 3.0%
Value ($000) $5,516 Shares 91,978 Est. Cost $60.04 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 2.9%
Value ($000) $5,315 Shares 110,980 Est. Cost $47.59 Unrealized
MBB ISHARES MBS ETF 2.5%
Value ($000) $4,680 Shares 43,162 Est. Cost $110.13 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 2.3%
Value ($000) $4,298 Shares 33,089 Est. Cost $132.89 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2.2%
Value ($000) $4,078 Shares 46,778 Est. Cost $87.29 Unrealized
ISHARES COMEX GOLD TRUST 2.2%
Value ($000) $4,017 Shares 247,071 Est. Cost $18.04 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 2.0%
Value ($000) $3,651 Shares 64,704 Est. Cost $56.72 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.9%
Value ($000) $3,524 Shares 68,065 Est. Cost $52.21 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 1.9%
Value ($000) $3,517 Shares 72,288 Est. Cost $48.72 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $3,478 Shares 28,468 Est. Cost $117.01 Unrealized +6.9%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 1.7%
Value ($000) $3,164 Shares 40,754 Est. Cost $76.16 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 1.7%
Value ($000) $3,130 Shares 54,732 Est. Cost $54.03 Unrealized
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 1.4%
Value ($000) $2,547 Shares 83,013 Est. Cost $33.22 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.4%
Value ($000) $2,541 Shares 55,477 Est. Cost $45.80 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.0%
Value ($000) $1,897 Shares 16,343 Est. Cost $117.17 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 1.0%
Value ($000) $1,782 Shares 87,967 Est. Cost $20.38 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.9%
Value ($000) $1,703 Shares 35,274 Est. Cost $44.83 Unrealized
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $1,595 Shares 12,707 Est. Cost $127.58 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.8%
Value ($000) $1,477 Shares 13,695 Est. Cost $108.09 Unrealized
NETL NETLEASE CORPORATE REAL ESTATE ETF 0.8%
Value ($000) $1,432 Shares 52,085 Est. Cost $27.47 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.8%
Value ($000) $1,412 Shares 18,510 Est. Cost $76.28 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.8%
Value ($000) $1,409 Shares 27,115 Est. Cost $51.96 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.6%
Value ($000) $1,191 Shares 47,368 Est. Cost $21.92 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $994 Shares 4,218 Est. Cost $207.12 Unrealized +7.6%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $637 Shares 309 Est. Cost $83.49 Unrealized +17.3%
T AT&T INC COM 0.3%
Value ($000) $610 Shares 20,140 Est. Cost $15.44 Unrealized +4.5%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $591 Shares 191 Est. Cost $159.52 Unrealized -0.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $577 Shares 2,257 Est. Cost $220.20 Unrealized +10.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.3%
Value ($000) $470 Shares 14,450 Est. Cost $36.05 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $437 Shares 2,870 Est. Cost $109.04 Unrealized +16.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $353 Shares 6,068 Est. Cost $43.98 Unrealized -3.9%
SPINNAKER ETF SERIES CANNABIS ETF 0.2%
Value ($000) $308 Shares 15,645 Est. Cost $14.21 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $304 Shares 4,064 Est. Cost $64.61 Unrealized -8.5%
V VISA INC COM CL A 0.2%
Value ($000) $277 Shares 1,310 Est. Cost $201.14 Unrealized +1.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $271 Shares 5,015 Est. Cost $42.00 Unrealized +9.9%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $264 Shares 1,871 Est. Cost $128.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $238 Shares 115 Est. Cost $83.74 Unrealized +17.6%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $224 Shares 2,526 Est. Cost $60.44 Unrealized +10.5%
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.1%
Value ($000) $220 Shares 6,170 Est. Cost $36.45 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $212 Shares 720 Est. Cost $272.24 Unrealized -1.8%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $210 Shares 2,133 Est. Cost $97.05 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $207 Shares 347 Est. Cost $503.48 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $198 Shares 2,554 Est. Cost $59.64 Unrealized +9.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $196 Shares 2,593 Est. Cost $65.64 Unrealized +4.8%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $194 Shares 2,199 Est. Cost $62.90 Unrealized +31.6%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $187 Shares 594 Est. Cost $237.24 Unrealized +14.1%
KOD KODIAK SCIENCES INC COM 0.1%
Value ($000) $183 Shares 1,611 Est. Cost $111.49 Unrealized +22.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $177 Shares 2,094 Est. Cost $88.12 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $175 Shares 3,426 Est. Cost $26.75 Unrealized +13.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $170 Shares 1,036 Est. Cost $128.73 Unrealized +9.4%
BIOHAVEN PHARMACTL HLDG CO LTD COM 0.1%
Value ($000) $167 Shares 2,439 Est. Cost $85.89 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $164 Shares 2,854 Est. Cost $41.51 Unrealized +23.4%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $163 Shares 2,704 Est. Cost $48.92 Unrealized -0.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $161 Shares 301 Est. Cost $13.35 Unrealized +0.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $158 Shares 1,193 Est. Cost $124.71 Unrealized +4.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $157 Shares 7,816 Est. Cost $16.28 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $157 Shares 1,728 Est. Cost $56.32 Unrealized +20.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $154 Shares 765 Est. Cost $136.56 Unrealized +22.6%
INTRUSION INC COM NEW 0.1%
Value ($000) $153 Shares 6,543 Est. Cost $21.25 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $146 Shares 672 Est. Cost $163.73 Unrealized +7.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $143 Shares 232 Est. Cost $631.51 Unrealized -1.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $140 Shares 1,503 Est. Cost $97.46 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.1%
Value ($000) $129 Shares 9,957 Est. Cost $11.56 Unrealized +4.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $127 Shares 626 Est. Cost $165.73 Unrealized +2.4%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $126 Shares 1,024 Est. Cost $41.48 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $120 Shares 2,057 Est. Cost $50.13 Unrealized -0.7%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.1%
Value ($000) $118 Shares 2,000 Est. Cost $59.00 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $118 Shares 527 Est. Cost $192.97 Unrealized -0.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $117 Shares 883 Est. Cost $94.76 Unrealized +3.5%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $114 Shares 468 Est. Cost $206.72 Unrealized +21.9%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $110 Shares 327 Est. Cost $257.79 Unrealized +20.2%
USL UNITED STATES 12 MONTH OIL FUND, LP 0.1%
Value ($000) $109 Shares 5,185 Est. Cost $17.16 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $107 Shares 1,025 Est. Cost $65.19 Unrealized +22.1%
ASND ASCENDIS PHARMA A/S SPONSORED ADR 0.1%
Value ($000) $97 Shares 752 Est. Cost $157.16 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $97 Shares 5,632 Est. Cost $15.33 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $95.00 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $93 Shares 1,323 Est. Cost $55.51 Unrealized +9.2%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $92 Shares 500 Est. Cost $140.23 Unrealized +28.5%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $91 Shares 2,501 Est. Cost $36.39 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $91 Shares 321 Est. Cost $248.67 Unrealized -5.8%
PFE PFIZER INC COM 0.0%
Value ($000) $91 Shares 2,511 Est. Cost $28.63 Unrealized -2.1%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $87 Shares 10,100 Est. Cost $8.41 Unrealized
QHY WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND 0.0%
Value ($000) $84 Shares 1,609 Est. Cost $52.37 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $84 Shares 625 Est. Cost $123.16 Unrealized -6.1%
TUFIN SOFTWARE TECHNOLOGIE SHS 0.0%
Value ($000) $83 Shares 7,934 Est. Cost $10.46 Unrealized
SPCX THE SPAC AND NEW ISSUE ETF 0.0%
Value ($000) $78 Shares 2,748 Est. Cost $28.19 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $78 Shares 103 Est. Cost $735.13 Unrealized
VICR VICOR CORP COM 0.0%
Value ($000) $76 Shares 889 Est. Cost $84.64 Unrealized +11.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $70.00 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $66 Shares 415 Est. Cost $130.07 Unrealized +15.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $65 Shares 689 Est. Cost $94.34 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $65 Shares 1,009 Est. Cost $44.02 Unrealized +22.9%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $63 Shares 1,389 Est. Cost $39.85 Unrealized
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $62 Shares 837 Est. Cost $51.51 Unrealized +13.8%
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value ($000) $62 Shares 534 Est. Cost $122.23 Unrealized -4.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $61 Shares 636 Est. Cost $75.68 Unrealized -0.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $61 Shares 808 Est. Cost $59.03 Unrealized +5.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $58 Shares 639 Est. Cost $89.48 Unrealized
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $58 Shares 1,878 Est. Cost $30.88 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $57 Shares 400 Est. Cost $103.86 Unrealized +19.7%
UFO PROCURE SPACE ETF 0.0%
Value ($000) $56 Shares 1,964 Est. Cost $26.72 Unrealized
POLARITYTE INC COM 0.0%
Value ($000) $56 Shares 50,000 Est. Cost $0.68 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $55 Shares 903 Est. Cost $50.86 Unrealized -3.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $54 Shares 236 Est. Cost $196.00 Unrealized +1.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $53 Shares 443 Est. Cost $97.26 Unrealized +4.6%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $51 Shares 1,241 Est. Cost $19.77 Unrealized +120.4%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $51 Shares 660 Est. Cost $65.58 Unrealized 0.0%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $54.00 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $48 Shares 619 Est. Cost $64.21 Unrealized -1.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $46 Shares 224 Est. Cost $192.83 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $46 Shares 342 Est. Cost $44.45 Unrealized -2.6%
XYZ SQUARE INC CL A 0.0%
Value ($000) $45 Shares 200 Est. Cost $195.07 Unrealized +19.9%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $45 Shares 367 Est. Cost $115.07 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $45 Shares 525 Est. Cost $95.24 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $44 Shares 452 Est. Cost $26.81 Unrealized +6.6%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $44 Shares 632 Est. Cost $62.00 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $44 Shares 404 Est. Cost $92.76 Unrealized +4.2%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $44 Shares 1,341 Est. Cost $32.81 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $41 Shares 381 Est. Cost $115.88 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $40 Shares 776 Est. Cost $37.17 Unrealized +9.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $40 Shares 182 Est. Cost $198.90 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $39 Shares 741 Est. Cost $44.27 Unrealized -2.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $86.30 Unrealized -0.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $38 Shares 240 Est. Cost $130.99 Unrealized +2.3%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $38 Shares 1,032 Est. Cost $22.23 Unrealized +22.4%
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $36 Shares 138 Est. Cost $231.88 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $35 Shares 544 Est. Cost $62.50 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $35 Shares 318 Est. Cost $84.93 Unrealized +4.7%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $35 Shares 907 Est. Cost $24.46 Unrealized +25.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $34 Shares 404 Est. Cost $72.00 Unrealized -6.3%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $33 Shares 100 Est. Cost $262.32 Unrealized +49.4%
AEE AMEREN CORP COM 0.0%
Value ($000) $32 Shares 394 Est. Cost $68.86 Unrealized -5.8%
IEX IDEX CORP COM 0.0%
Value ($000) $31 Shares 150 Est. Cost $178.73 Unrealized +4.5%
FTNT FORTINET INC COM 0.0%
Value ($000) $31 Shares 166 Est. Cost $25.28 Unrealized +29.4%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $24.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $30 Shares 477 Est. Cost $49.52 Unrealized +0.6%
DIREXION MOONSHOT INNOVATORS ETF 0.0%
Value ($000) $28 Shares 687 Est. Cost $40.76 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $28 Shares 423 Est. Cost $59.11 Unrealized -8.6%
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value ($000) $28 Shares 1,224 Est. Cost $22.88 Unrealized
HTEC ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF 0.0%
Value ($000) $28 Shares 648 Est. Cost $43.21 Unrealized
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $28 Shares 738 Est. Cost $37.94 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $28 Shares 1,172 Est. Cost $23.89 Unrealized
CAPITAL LINK GLOBAL GREEN ENERGY TRANSPORT AND TECHNOLOGY LEADERS ETF 0.0%
Value ($000) $28 Shares 721 Est. Cost $38.83 Unrealized
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $27 Shares 1,747 Est. Cost $15.46 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 59 Est. Cost $41.65 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $27 Shares 488 Est. Cost $47.03 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $27 Shares 60 Est. Cost $462.59 Unrealized +1.8%
BGC PARTNERS INC CL A 0.0%
Value ($000) $27 Shares 5,639 Est. Cost $4.08 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $26 Shares 50 Est. Cost $50.70 Unrealized +4.6%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $26 Shares 2,615 Est. Cost $5.89 Unrealized +45.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $25 Shares 112 Est. Cost $188.09 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $25 Shares 1,064 Est. Cost $13.86 Unrealized +39.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $24 Shares 402 Est. Cost $56.16 Unrealized +6.4%
ESPO VANECK VECTORS VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $24 Shares 356 Est. Cost $67.23 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $22 Shares 67 Est. Cost $285.88 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $22 Shares 91 Est. Cost $192.28 Unrealized 0.0%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $22 Shares 1,352 Est. Cost $8.87 Unrealized +28.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $22 Shares 189 Est. Cost $116.40 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $21 Shares 232 Est. Cost $84.81 Unrealized -5.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $20 Shares 178 Est. Cost $119.95 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $20 Shares 253 Est. Cost $69.15 Unrealized +9.5%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $19 Shares 1,462 Est. Cost $10.95 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $19 Shares 446 Est. Cost $42.60 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $19 Shares 51 Est. Cost $318.96 Unrealized -6.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $18 Shares 56 Est. Cost $278.19 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $18 Shares 147 Est. Cost $114.59 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $18 Shares 377 Est. Cost $33.17 Unrealized +15.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $17 Shares 314 Est. Cost $36.00 Unrealized +23.9%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $17 Shares 284 Est. Cost $56.34 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $154.00 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $16 Shares 1,407 Est. Cost $11.37 Unrealized
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $16 Shares 529 Est. Cost $29.11 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $15 Shares 130 Est. Cost $77.61 Unrealized +47.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 102 Est. Cost $115.97 Unrealized -4.4%
NIKOLA CORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.00 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $14 Shares 524 Est. Cost $26.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $13 Shares 208 Est. Cost $51.03 Unrealized 0.0%
APHRIA INC COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $7.14 Unrealized
APARTMENT INCOME REIT CORP COM 0.0%
Value ($000) $13 Shares 311 Est. Cost $38.96 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $13 Shares 92 Est. Cost $121.20 Unrealized -2.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $99.36 Unrealized +9.3%
WEN WENDYS CO COM 0.0%
Value ($000) $12 Shares 569 Est. Cost $22.78 Unrealized -8.8%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $12 Shares 215 Est. Cost $55.81 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $11 Shares 510 Est. Cost $19.60 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $229.44 Unrealized -4.3%
HD HOME DEPOT INC COM 0.0%
Value ($000) $11 Shares 35 Est. Cost $242.47 Unrealized +0.8%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $11 Shares 512 Est. Cost $15.96 Unrealized +24.8%
UHT UNIVERSAL HEALTH RLTY INCOME T SH BEN INT 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
FLIR SYS INC COM 0.0%
Value ($000) $9 Shares 152 Est. Cost $46.36 Unrealized
SIX FLAGS ENTMT CORP NEW COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 91 Est. Cost $82.07 Unrealized -9.7%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $9 Shares 67 Est. Cost $150.83 Unrealized -2.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 38 Est. Cost $236.84 Unrealized
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 1,495 Est. Cost $6.06 Unrealized +16.1%
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $9 Shares 3,000 Est. Cost $2.18 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 101 Est. Cost $73.42 Unrealized -4.7%
ORBCOMM INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.00 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $8 Shares 182 Est. Cost $43.96 Unrealized
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.0%
Value ($000) $8 Shares 175 Est. Cost $45.98 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $8 Shares 345 Est. Cost $14.53 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $8 Shares 225 Est. Cost $35.56 Unrealized
UG UNITED GUARDIAN INC COM 0.0%
Value ($000) $7 Shares 495 Est. Cost $14.61 Unrealized -1.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 143 Est. Cost $31.24 Unrealized +23.6%
BA BOEING CO COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $222.27 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $6 Shares 101 Est. Cost $43.31 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 19 Est. Cost $197.01 Unrealized +40.6%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $40.69 Unrealized -0.6%
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.0%
Value ($000) $6 Shares 13 Est. Cost $461.54 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $6 Shares 73 Est. Cost $68.49 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $6 Shares 624 Est. Cost $8.21 Unrealized
HESS CORP COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $51.95 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $50.32 Unrealized +0.7%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value ($000) $5 Shares 275 Est. Cost $18.45 Unrealized
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.0%
Value ($000) $5 Shares 155 Est. Cost $32.26 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $144.91 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $363.64 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 258 Est. Cost $13.33 Unrealized -0.1%
EXC EXELON CORP COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $24.62 Unrealized +2.6%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $483.11 Unrealized -3.2%
RPM RPM INTL INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $87.86 Unrealized -1.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 33 Est. Cost $69.65 Unrealized +12.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $3 Shares 44 Est. Cost $40.18 Unrealized +24.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $165.41 Unrealized +21.4%
MET METLIFE INC COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $37.01 Unrealized +28.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $16.00 Unrealized +65.2%
TSLA TESLA INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $251.06 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $56.21 Unrealized +20.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $33.76 Unrealized +24.1%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $3 Shares 142 Est. Cost $21.19 Unrealized +12.8%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $196.32 Unrealized +4.3%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $284.55 Unrealized -6.2%
JOET VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $82.01 Unrealized +31.6%
VINCO VENTURES INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $3 Shares 21 Est. Cost $102.88 Unrealized +5.2%
TWITTER INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $45.45 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $130.64 Unrealized +12.5%
XYL XYLEM INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.59 Unrealized +8.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.49 Unrealized +30.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $25.55 Unrealized +12.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $46.53 Unrealized +19.5%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $127.33 Unrealized 0.0%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.53 Unrealized +5.6%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $47.97 Unrealized +35.3%
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.01 Unrealized -6.0%
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.51 Unrealized +0.8%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $70.11 Unrealized +21.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $37.19 Unrealized +61.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
OCGN OCUGEN INC COM 0.0%
Value ($000) $2 Shares 350 Est. Cost $6.65 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 30 Est. Cost $61.67 Unrealized +13.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.24 Unrealized +11.8%
AIV APARTMENT INVT & MGMT CO CL A 0.0%
Value ($000) $2 Shares 308 Est. Cost $6.49 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.04 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $67.58 Unrealized +32.1%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.36 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.19 Unrealized +4.6%
ALLETE INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 188 Est. Cost $5.32 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.58 Unrealized +22.3%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
WBIY WBI POWER FACTOR HIGH DIVIDEND ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $22.69 Unrealized
PLUS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CTSO CYTOSORBENTS CORP COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.37 Unrealized +13.9%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.42 Unrealized +13.7%
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $3.22 Unrealized 0.0%
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized