Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 15, 2022

Total Value ($000): $185,716 (100.0% shares, 0.0% debt)

Holdings (211)

AAPL APPLE INC 5.5%
Value ($000) $10,128 Shares 57,039 Est. Cost $141.92 Unrealized +9.0%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $5,529 Shares 13,898 Est. Cost $397.83 Unrealized
SPSM SPDR SER TR 2.3%
Value ($000) $4,295 Shares 96,108 Est. Cost $44.69 Unrealized
XLE SELECT SECTOR SPDR TR 2.3%
Value ($000) $4,282 Shares 77,152 Est. Cost $55.50 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $4,248 Shares 12,632 Est. Cost $226.95 Unrealized +38.1%
XLK SELECT SECTOR SPDR TR 2.1%
Value ($000) $3,880 Shares 22,318 Est. Cost $173.85 Unrealized
D DOMINION ENERGY INC 1.9%
Value ($000) $3,548 Shares 45,162 Est. Cost $62.13 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 1.8%
Value ($000) $3,415 Shares 49,755 Est. Cost $68.64 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $3,317 Shares 11,279 Est. Cost $21.01 Unrealized +30.7%
CZA INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $3,201 Shares 33,308 Est. Cost $96.10 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $3,044 Shares 18,612 Est. Cost $163.55 Unrealized
SPYV SPDR SER TR 1.6%
Value ($000) $2,969 Shares 70,688 Est. Cost $42.00 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $2,967 Shares 1,024 Est. Cost $142.94 Unrealized 0.0%
AMZN AMAZON COM INC 1.5%
Value ($000) $2,824 Shares 847 Est. Cost $163.48 Unrealized +4.7%
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $2,609 Shares 10,808 Est. Cost $241.40 Unrealized
QYLD GLOBAL X FDS 1.3%
Value ($000) $2,383 Shares 107,397 Est. Cost $22.19 Unrealized
SPDR SER TR 1.2%
Value ($000) $2,260 Shares 22,734 Est. Cost $99.41 Unrealized
SPTM SPDR SER TR 1.2%
Value ($000) $2,159 Shares 36,933 Est. Cost $58.46 Unrealized
SPDW SPDR INDEX SHS FDS 1.1%
Value ($000) $2,118 Shares 58,063 Est. Cost $36.48 Unrealized
XLU SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,062 Shares 28,813 Est. Cost $71.56 Unrealized
SDY SPDR SER TR 1.1%
Value ($000) $2,007 Shares 15,543 Est. Cost $129.13 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $1,957 Shares 4,716 Est. Cost $259.22 Unrealized +32.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,887 Shares 36,312 Est. Cost $40.39 Unrealized 0.0%
SPHY SPDR SER TR 1.0%
Value ($000) $1,865 Shares 70,204 Est. Cost $26.57 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,810 Shares 10,578 Est. Cost $145.09 Unrealized 0.0%
AGGY WISDOMTREE TR 1.0%
Value ($000) $1,793 Shares 34,699 Est. Cost $51.67 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 1.0%
Value ($000) $1,788 Shares 50,271 Est. Cost $35.57 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $1,788 Shares 1,692 Est. Cost $207.11 Unrealized +61.9%
ESGU ISHARES TR 0.9%
Value ($000) $1,746 Shares 16,184 Est. Cost $107.88 Unrealized
BA BOEING CO 0.9%
Value ($000) $1,721 Shares 8,548 Est. Cost $192.64 Unrealized +9.7%
META META PLATFORMS INC 0.9%
Value ($000) $1,630 Shares 4,847 Est. Cost $329.69 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,548 Shares 29,887 Est. Cost $51.80 Unrealized
SUSC ISHARES TR 0.8%
Value ($000) $1,394 Shares 51,068 Est. Cost $27.30 Unrealized
SUSB ISHARES TR 0.7%
Value ($000) $1,354 Shares 52,793 Est. Cost $25.65 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,317 Shares 2,320 Est. Cost $395.95 Unrealized +23.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,277 Shares 20,867 Est. Cost $53.90 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,268 Shares 8,998 Est. Cost $140.92 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,262 Shares 4,708 Est. Cost $229.60 Unrealized 0.0%
XMHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,256 Shares 15,656 Est. Cost $80.22 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,241 Shares 2,471 Est. Cost $422.19 Unrealized 0.0%
SPIB SPDR SER TR 0.7%
Value ($000) $1,222 Shares 33,803 Est. Cost $36.15 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,202 Shares 14,220 Est. Cost $84.53 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,187 Shares 7,255 Est. Cost $134.13 Unrealized 0.0%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,177 Shares 10,062 Est. Cost $98.18 Unrealized +4.1%
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $1,166 Shares 57,374 Est. Cost $20.32 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,162 Shares 45,038 Est. Cost $25.80 Unrealized
PFFD GLOBAL X FDS 0.6%
Value ($000) $1,133 Shares 43,988 Est. Cost $25.76 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,097 Shares 58,300 Est. Cost $18.82 Unrealized
T AT&T INC 0.6%
Value ($000) $1,085 Shares 44,121 Est. Cost $14.67 Unrealized 0.0%
IJH ISHARES TR 0.6%
Value ($000) $1,072 Shares 3,786 Est. Cost $283.15 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,070 Shares 10,108 Est. Cost $105.86 Unrealized
WORLD GOLD TR 0.6%
Value ($000) $1,040 Shares 57,207 Est. Cost $18.18 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,031 Shares 22,766 Est. Cost $45.29 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $988 Shares 26,860 Est. Cost $36.78 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $967 Shares 6,107 Est. Cost $117.55 Unrealized +25.8%
FTA FIRST TR LRG CP VL ALPHADEX 0.5%
Value ($000) $948 Shares 13,573 Est. Cost $69.84 Unrealized
CRM SALESFORCE COM INC 0.5%
Value ($000) $940 Shares 3,699 Est. Cost $245.76 Unrealized +13.0%
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $926 Shares 2,548 Est. Cost $363.42 Unrealized
WMT WALMART INC 0.5%
Value ($000) $901 Shares 6,227 Est. Cost $45.18 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $899 Shares 11,573 Est. Cost $77.68 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $892 Shares 5,137 Est. Cost $143.45 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $849 Shares 8,940 Est. Cost $76.31 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $842 Shares 6,508 Est. Cost $116.12 Unrealized 0.0%
ELV ANTHEM INC 0.5%
Value ($000) $839 Shares 1,810 Est. Cost $397.15 Unrealized 0.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $833 Shares 5,377 Est. Cost $159.13 Unrealized -0.8%
IJR ISHARES TR 0.4%
Value ($000) $823 Shares 7,189 Est. Cost $114.48 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $819 Shares 8,666 Est. Cost $94.51 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $814 Shares 13,782 Est. Cost $40.23 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $741 Shares 11,696 Est. Cost $50.47 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value ($000) $732 Shares 12,368 Est. Cost $49.18 Unrealized 0.0%
ABBV ABBVIE INC 0.4%
Value ($000) $730 Shares 5,392 Est. Cost $101.71 Unrealized 0.0%
XMMO INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $730 Shares 8,030 Est. Cost $90.91 Unrealized
IUSG ISHARES TR 0.4%
Value ($000) $720 Shares 6,229 Est. Cost $115.59 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $718 Shares 6,849 Est. Cost $86.27 Unrealized 0.0%
RYLD GLOBAL X FDS 0.4%
Value ($000) $704 Shares 28,849 Est. Cost $24.40 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.4%
Value ($000) $687 Shares 15,954 Est. Cost $43.06 Unrealized
TIPX SPDR SER TR 0.4%
Value ($000) $660 Shares 31,256 Est. Cost $21.12 Unrealized
ROUS LATTICE STRATEGIES TR 0.4%
Value ($000) $652 Shares 14,806 Est. Cost $44.04 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $646 Shares 13,634 Est. Cost $32.79 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $643 Shares 10,974 Est. Cost $49.71 Unrealized 0.0%
EAGG ISHARES TR 0.3%
Value ($000) $637 Shares 11,541 Est. Cost $55.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $637 Shares 1,793 Est. Cost $308.96 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $635 Shares 3,165 Est. Cost $174.29 Unrealized 0.0%
SPMB SPDR SER TR 0.3%
Value ($000) $632 Shares 24,887 Est. Cost $25.39 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $624 Shares 11,722 Est. Cost $53.23 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $621 Shares 7,683 Est. Cost $80.83 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $615 Shares 12,993 Est. Cost $47.33 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $614 Shares 11,928 Est. Cost $47.29 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $610 Shares 6,529 Est. Cost $77.35 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $606 Shares 3,629 Est. Cost $132.47 Unrealized +13.7%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.3%
Value ($000) $583 Shares 4,852 Est. Cost $120.16 Unrealized
SUI SUN CMNTYS INC 0.3%
Value ($000) $576 Shares 2,745 Est. Cost $209.84 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $573 Shares 6,548 Est. Cost $73.44 Unrealized 0.0%
IRM IRON MTN INC NEW 0.3%
Value ($000) $572 Shares 10,934 Est. Cost $40.12 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $568 Shares 4,840 Est. Cost $96.10 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $548 Shares 10,805 Est. Cost $50.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $536 Shares 8,590 Est. Cost $49.23 Unrealized 0.0%
ROST ROSS STORES INC 0.3%
Value ($000) $506 Shares 4,429 Est. Cost $106.60 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $500 Shares 7,356 Est. Cost $67.97 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $491 Shares 3,597 Est. Cost $109.87 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $486 Shares 2,151 Est. Cost $225.94 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $478 Shares 2,231 Est. Cost $168.57 Unrealized 0.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $473 Shares 2,715 Est. Cost $145.62 Unrealized 0.0%
AUB ATLANTIC UN BANKSHARES CORP 0.3%
Value ($000) $465 Shares 12,473 Est. Cost $30.86 Unrealized 0.0%
FTNT FORTINET INC 0.3%
Value ($000) $465 Shares 1,295 Est. Cost $65.81 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $459 Shares 1,002 Est. Cost $411.03 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $455 Shares 6,350 Est. Cost $55.37 Unrealized 0.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $455 Shares 2,664 Est. Cost $170.80 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $454 Shares 58,037 Est. Cost $7.82 Unrealized
XSOE WISDOMTREE TR 0.2%
Value ($000) $449 Shares 12,180 Est. Cost $40.20 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $446 Shares 5,093 Est. Cost $87.57 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $439 Shares 9,859 Est. Cost $41.02 Unrealized 0.0%
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $438 Shares 2,501 Est. Cost $175.13 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $437 Shares 7,300 Est. Cost $59.86 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $422 Shares 3,678 Est. Cost $114.74 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $422 Shares 1,631 Est. Cost $219.81 Unrealized 0.0%
DSI ISHARES TR 0.2%
Value ($000) $420 Shares 4,517 Est. Cost $92.98 Unrealized
V VISA INC 0.2%
Value ($000) $415 Shares 1,914 Est. Cost $223.56 Unrealized -6.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $408 Shares 1,364 Est. Cost $272.63 Unrealized +5.1%
AGG ISHARES TR 0.2%
Value ($000) $408 Shares 3,574 Est. Cost $114.16 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $407 Shares 2,767 Est. Cost $147.09 Unrealized
IXN ISHARES TR 0.2%
Value ($000) $387 Shares 6,006 Est. Cost $64.44 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $386 Shares 6,219 Est. Cost $62.07 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $382 Shares 4,982 Est. Cost $69.89 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.2%
Value ($000) $377 Shares 14,590 Est. Cost $25.84 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $373 Shares 1,806 Est. Cost $186.69 Unrealized 0.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $372 Shares 3,660 Est. Cost $101.64 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $360 Shares 5,466 Est. Cost $65.86 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $357 Shares 752 Est. Cost $445.25 Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $356 Shares 3,127 Est. Cost $106.37 Unrealized 0.0%
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $354 Shares 1,974 Est. Cost $179.33 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.2%
Value ($000) $351 Shares 3,417 Est. Cost $102.72 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $350 Shares 121 Est. Cost $128.83 Unrealized +11.3%
EOG EOG RES INC 0.2%
Value ($000) $349 Shares 3,930 Est. Cost $73.31 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $337 Shares 1,787 Est. Cost $170.14 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value ($000) $336 Shares 1,540 Est. Cost $205.83 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC 0.2%
Value ($000) $336 Shares 1,277 Est. Cost $263.12 Unrealized
NKE NIKE INC 0.2%
Value ($000) $336 Shares 2,017 Est. Cost $148.90 Unrealized +3.8%
ALL ALLSTATE CORP 0.2%
Value ($000) $335 Shares 2,847 Est. Cost $106.90 Unrealized 0.0%
IUSV ISHARES TR 0.2%
Value ($000) $335 Shares 4,393 Est. Cost $76.26 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $334 Shares 4,476 Est. Cost $74.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $326 Shares 2,441 Est. Cost $106.49 Unrealized 0.0%
FLN FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $323 Shares 18,719 Est. Cost $17.26 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $323 Shares 1,777 Est. Cost $181.77 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $323 Shares 2,222 Est. Cost $145.36 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $321 Shares 1,206 Est. Cost $243.36 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $319 Shares 1,432 Est. Cost $222.77 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $317 Shares 989 Est. Cost $320.53 Unrealized
CHDN CHURCHILL DOWNS INC 0.2%
Value ($000) $316 Shares 1,310 Est. Cost $116.88 Unrealized 0.0%
ARKK ARK ETF TR 0.2%
Value ($000) $313 Shares 3,307 Est. Cost $94.65 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $311 Shares 713 Est. Cost $436.19 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $309 Shares 1,596 Est. Cost $163.59 Unrealized 0.0%
PICK ISHARES INC 0.2%
Value ($000) $309 Shares 7,248 Est. Cost $42.63 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $308 Shares 4,486 Est. Cost $54.72 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $304 Shares 846 Est. Cost $337.80 Unrealized 0.0%
LAM RESEARCH CORP 0.2%
Value ($000) $303 Shares 421 Est. Cost $719.71 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.2%
Value ($000) $302 Shares 4,360 Est. Cost $69.27 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $301 Shares 4,817 Est. Cost $62.49 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $300 Shares 19,935 Est. Cost $15.05 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $300 Shares 2,098 Est. Cost $115.26 Unrealized 0.0%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $299 Shares 11,441 Est. Cost $26.13 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $298 Shares 4,910 Est. Cost $60.69 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $295 Shares 5,689 Est. Cost $51.85 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $290 Shares 6,237 Est. Cost $46.50 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $288 Shares 3,398 Est. Cost $84.76 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $287 Shares 2,039 Est. Cost $118.69 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $285 Shares 2,293 Est. Cost $124.29 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $283 Shares 3,455 Est. Cost $81.91 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $279 Shares 1,800 Est. Cost $142.00 Unrealized 0.0%
GLOB GLOBANT S A 0.1%
Value ($000) $273 Shares 870 Est. Cost $295.88 Unrealized 0.0%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $273 Shares 802 Est. Cost $340.40 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $271 Shares 6,294 Est. Cost $43.06 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $271 Shares 887 Est. Cost $305.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $269 Shares 12,244 Est. Cost $21.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $268 Shares 693 Est. Cost $348.21 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $266 Shares 4,368 Est. Cost $60.90 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $262 Shares 1,387 Est. Cost $160.41 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $261 Shares 683 Est. Cost $356.48 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $259 Shares 1,643 Est. Cost $139.59 Unrealized 0.0%
CG CARLYLE GROUP INC 0.1%
Value ($000) $259 Shares 4,717 Est. Cost $47.16 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $259 Shares 736 Est. Cost $311.25 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $253 Shares 1,094 Est. Cost $214.19 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $252 Shares 1,752 Est. Cost $134.42 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $248 Shares 1,772 Est. Cost $118.01 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $247 Shares 1,080 Est. Cost $212.40 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $244 Shares 366 Est. Cost $51.79 Unrealized 0.0%
FSLY FASTLY INC 0.1%
Value ($000) $239 Shares 6,737 Est. Cost $43.48 Unrealized 0.0%
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $238 Shares 4,133 Est. Cost $57.59 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $238 Shares 1,041 Est. Cost $373.88 Unrealized -27.9%
JXN JACKSON FINANCIAL INC 0.1%
Value ($000) $237 Shares 5,658 Est. Cost $26.64 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $237 Shares 365 Est. Cost $121.10 Unrealized +8.4%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $236 Shares 4,450 Est. Cost $46.05 Unrealized 0.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $232 Shares 3,695 Est. Cost $62.79 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $232 Shares 6,373 Est. Cost $44.44 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $231 Shares 346 Est. Cost $617.25 Unrealized 0.0%
XSD SPDR SER TR 0.1%
Value ($000) $230 Shares 946 Est. Cost $243.13 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $230 Shares 1,337 Est. Cost $172.03 Unrealized
JBLU JETBLUE AWYS CORP 0.1%
Value ($000) $224 Shares 15,764 Est. Cost $14.70 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $223 Shares 3,814 Est. Cost $50.98 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.1%
Value ($000) $220 Shares 15,250 Est. Cost $11.41 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $220 Shares 2,847 Est. Cost $77.27 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $218 Shares 10,481 Est. Cost $14.00 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $211 Shares 2,454 Est. Cost $79.32 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $209 Shares 1,267 Est. Cost $134.64 Unrealized +12.7%
SPTI SPDR SER TR 0.1%
Value ($000) $209 Shares 6,516 Est. Cost $32.07 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $208 Shares 4,249 Est. Cost $48.95 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $206 Shares 1,092 Est. Cost $272.77 Unrealized -20.9%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $205 Shares 1,159 Est. Cost $138.11 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $140 Shares 11,785 Est. Cost $11.88 Unrealized
GABELLI MULTIMEDIA TR INC 0.1%
Value ($000) $121 Shares 13,994 Est. Cost $8.65 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $33 Shares 10,625 Est. Cost $5.12 Unrealized 0.0%