ADE, LLC Diversified Active

CIK: 0001845950 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value ($000): $100,709 (100.0% shares, 0.0% debt)

Holdings (228)

VOO VANGUARD S&P 13.0%
Value ($000) $13,115 Shares 36,002 Est. Cost $344.45 Unrealized
BNDX VANGUARD TOTAL 12.0%
Value ($000) $12,068 Shares 211,273 Est. Cost $58.42 Unrealized
VEA VANGUARD FTSE 11.6%
Value ($000) $11,725 Shares 238,759 Est. Cost $47.21 Unrealized
IVV ISHARES CORE 10.1%
Value ($000) $10,155 Shares 25,526 Est. Cost $376.12 Unrealized
IEFA ISHARES CORE 6.2%
Value ($000) $6,238 Shares 86,574 Est. Cost $69.09 Unrealized
USMV ISHARES MSCI 5.0%
Value ($000) $5,000 Shares 72,258 Est. Cost $67.95 Unrealized
IEMG ISHARES CORE 1.8%
Value ($000) $1,843 Shares 28,631 Est. Cost $62.06 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $1,808 Shares 14,800 Est. Cost $117.01 Unrealized +6.9%
MSFT MICROSOFT CORP 1.5%
Value ($000) $1,532 Shares 6,497 Est. Cost $206.04 Unrealized +8.2%
PTLC PACER TRENDPILOT 1.3%
Value ($000) $1,352 Shares 38,916 Est. Cost $32.72 Unrealized
GOVT ISHARES U S 1.3%
Value ($000) $1,331 Shares 50,819 Est. Cost $27.21 Unrealized
MZTI LANCASTER COLONY 1.3%
Value ($000) $1,269 Shares 7,237 Est. Cost $174.22 Unrealized +2.9%
IXUS ISHARES CORE 1.2%
Value ($000) $1,227 Shares 17,463 Est. Cost $67.28 Unrealized
USIG ISHARES BROAD 1.2%
Value ($000) $1,159 Shares 19,627 Est. Cost $61.96 Unrealized
VUG VANGUARD GROWTH 1.1%
Value ($000) $1,125 Shares 4,375 Est. Cost $253.26 Unrealized
VTV VANGUARD VALUE 1.1%
Value ($000) $1,102 Shares 8,382 Est. Cost $118.97 Unrealized
IJR ISHARES CORE 1.0%
Value ($000) $980 Shares 9,033 Est. Cost $91.89 Unrealized
EMR EMERSON ELECTRIC 0.8%
Value ($000) $785 Shares 8,700 Est. Cost $66.82 Unrealized +16.5%
SGDM SPROTT GOLD 0.8%
Value ($000) $777 Shares 29,003 Est. Cost $30.56 Unrealized
VT VANGUARD TOTAL 0.8%
Value ($000) $775 Shares 7,961 Est. Cost $92.64 Unrealized
PHYS SPROTT PHYSICAL 0.8%
Value ($000) $774 Shares 57,688 Est. Cost $15.09 Unrealized
MINT PIMCO EHNANCED 0.6%
Value ($000) $614 Shares 6,026 Est. Cost $102.05 Unrealized
MBB ISHARES MBS 0.6%
Value ($000) $597 Shares 5,510 Est. Cost $109.48 Unrealized
XOM EXXON MOBIL 0.6%
Value ($000) $554 Shares 9,920 Est. Cost $30.36 Unrealized +42.7%
PTMC PACER TRENDPILOT 0.5%
Value ($000) $553 Shares 15,891 Est. Cost $32.57 Unrealized
HSY HERSHEY COMPANY 0.5%
Value ($000) $541 Shares 3,420 Est. Cost $130.99 Unrealized +2.3%
PG PROCTER & GAMBLE 0.5%
Value ($000) $537 Shares 3,965 Est. Cost $123.16 Unrealized -6.1%
VYM VANGUARD HIGH 0.5%
Value ($000) $520 Shares 5,140 Est. Cost $91.44 Unrealized
MUB ISHARES NATIONAL 0.5%
Value ($000) $519 Shares 4,476 Est. Cost $117.29 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $491 Shares 1,610 Est. Cost $242.47 Unrealized +0.8%
IMTM ISHARES MSCI 0.5%
Value ($000) $490 Shares 13,028 Est. Cost $37.64 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $485 Shares 13,394 Est. Cost $28.63 Unrealized -2.1%
PTIN PACER TRENDPILOT 0.4%
Value ($000) $450 Shares 16,301 Est. Cost $26.44 Unrealized
DIS WALT DISNEY 0.4%
Value ($000) $445 Shares 2,410 Est. Cost $140.23 Unrealized +28.5%
INTC INTEL CORP 0.4%
Value ($000) $389 Shares 6,085 Est. Cost $44.02 Unrealized +22.9%
BRK/B BERKSHIRE HATHAWAY 0.4%
Value ($000) $378 Shares 1,481 Est. Cost $220.20 Unrealized +10.3%
SPY SPDR S&P 0.4%
Value ($000) $369 Shares 930 Est. Cost $374.19 Unrealized
LMBS FIRST TRUST 0.4%
Value ($000) $368 Shares 7,213 Est. Cost $51.48 Unrealized
CSCO CISCO SYSTEMS 0.4%
Value ($000) $366 Shares 7,084 Est. Cost $35.27 Unrealized +15.1%
JPM JPMORGAN CHASE 0.4%
Value ($000) $364 Shares 2,389 Est. Cost $98.14 Unrealized +29.7%
PSLV SPROTT PHYSICAL 0.4%
Value ($000) $364 Shares 41,437 Est. Cost $9.34 Unrealized
AMZN AMAZON COM 0.4%
Value ($000) $362 Shares 117 Est. Cost $159.58 Unrealized -0.7%
AGG ISHARES CORE 0.4%
Value ($000) $360 Shares 3,161 Est. Cost $118.08 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $337 Shares 505 Est. Cost $170.65 Unrealized +47.1%
FNDF SCHWAB FUNDAMENTAL 0.3%
Value ($000) $335 Shares 10,436 Est. Cost $29.27 Unrealized
SUB ISHARES SHORT 0.3%
Value ($000) $331 Shares 3,072 Est. Cost $108.12 Unrealized
ERIE ERIE INDEMNITY 0.3%
Value ($000) $329 Shares 1,488 Est. Cost $211.78 Unrealized +5.2%
BA BOEING COMPANY 0.3%
Value ($000) $325 Shares 1,274 Est. Cost $192.22 Unrealized +15.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $322 Shares 1,956 Est. Cost $127.53 Unrealized +10.4%
PM PHILIP MORRIS 0.3%
Value ($000) $313 Shares 3,524 Est. Cost $60.35 Unrealized +10.7%
VTI VANGUARD TOTAL 0.3%
Value ($000) $310 Shares 1,501 Est. Cost $194.88 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $299 Shares 1,200 Est. Cost $196.32 Unrealized +4.3%
IJH ISHARES CORE 0.3%
Value ($000) $296 Shares 1,138 Est. Cost $230.23 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $296 Shares 5,084 Est. Cost $43.98 Unrealized -3.9%
ORCL ORACLE CORP 0.3%
Value ($000) $292 Shares 4,159 Est. Cost $55.51 Unrealized +9.2%
KO COCA COLA COMPANY 0.3%
Value ($000) $280 Shares 5,304 Est. Cost $44.27 Unrealized -2.0%
ECL ECOLAB INC 0.3%
Value ($000) $277 Shares 1,295 Est. Cost $197.47 Unrealized +2.1%
MMM 3M COMPANY 0.2%
Value ($000) $251 Shares 1,303 Est. Cost $117.52 Unrealized +6.4%
FNDE SCHWAB FUNDAMENTAL 0.2%
Value ($000) $248 Shares 8,059 Est. Cost $28.26 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $232 Shares 1,052 Est. Cost $178.06 Unrealized +5.6%
BIL SPDR BLOOMBERG 0.2%
Value ($000) $224 Shares 2,450 Est. Cost $91.47 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $208 Shares 924 Est. Cost $196.00 Unrealized +1.4%
BSV VANGUARD SHORT 0.2%
Value ($000) $205 Shares 2,500 Est. Cost $82.80 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $197 Shares 1,884 Est. Cost $65.02 Unrealized +22.4%
MO ALTRIA GROUP 0.2%
Value ($000) $193 Shares 3,767 Est. Cost $26.69 Unrealized +13.9%
OEF ISHARES S&P 0.2%
Value ($000) $188 Shares 1,045 Est. Cost $171.29 Unrealized
KKR KKR & CO 0.2%
Value ($000) $186 Shares 3,805 Est. Cost $36.10 Unrealized +18.8%
SCHP SCHWAB US 0.2%
Value ($000) $181 Shares 2,967 Est. Cost $62.02 Unrealized
TOTL SPDR DOUBLELINE 0.2%
Value ($000) $180 Shares 3,727 Est. Cost $49.37 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $178 Shares 1,258 Est. Cost $121.24 Unrealized -2.7%
WM WASTE MANAGEMENT 0.2%
Value ($000) $175 Shares 1,358 Est. Cost $107.44 Unrealized +0.7%
BIIB BIOGEN INC 0.2%
Value ($000) $173 Shares 620 Est. Cost $259.08 Unrealized +4.1%
ADI ANALOG DEVICES 0.2%
Value ($000) $171 Shares 1,100 Est. Cost $121.19 Unrealized +16.4%
RSP INVESCO S&P 0.2%
Value ($000) $169 Shares 1,193 Est. Cost $127.53 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $167 Shares 81 Est. Cost $83.49 Unrealized +17.3%
HUBB HUBBELL INC 0.2%
Value ($000) $167 Shares 894 Est. Cost $140.57 Unrealized +13.5%
DE DEERE & CO 0.2%
Value ($000) $166 Shares 445 Est. Cost $232.12 Unrealized +32.5%
NKE NIKE INC 0.2%
Value ($000) $166 Shares 1,250 Est. Cost $123.21 Unrealized +5.2%
WMT WALMART INC 0.2%
Value ($000) $164 Shares 1,204 Est. Cost $45.24 Unrealized -4.3%
NFLX NETFLIX INC 0.2%
Value ($000) $160 Shares 306 Est. Cost $50.70 Unrealized +4.6%
CSX CSX CORP 0.2%
Value ($000) $154 Shares 1,600 Est. Cost $26.81 Unrealized +6.6%
BMY BRISTOL MYERS 0.2%
Value ($000) $152 Shares 2,400 Est. Cost $50.03 Unrealized +2.0%
T AT&T INC 0.1%
Value ($000) $145 Shares 4,795 Est. Cost $15.38 Unrealized +5.0%
MRK MERCK & COMPANY 0.1%
Value ($000) $144 Shares 1,868 Est. Cost $64.85 Unrealized -2.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $141 Shares 606 Est. Cost $153.98 Unrealized +22.8%
TLT ISHARES 20plus 0.1%
Value ($000) $130 Shares 963 Est. Cost $157.73 Unrealized
PPL PPL CORP 0.1%
Value ($000) $123 Shares 4,269 Est. Cost $23.16 Unrealized +0.1%
BDX BECTON DICKINSON 0.1%
Value ($000) $118 Shares 486 Est. Cost $214.58 Unrealized +5.1%
EFG ISHARES MSCI 0.1%
Value ($000) $110 Shares 1,090 Est. Cost $100.92 Unrealized
GL GLOBE LIFE 0.1%
Value ($000) $107 Shares 1,110 Est. Cost $85.37 Unrealized +7.8%
SCHX SCHWAB US 0.1%
Value ($000) $107 Shares 1,117 Est. Cost $91.32 Unrealized
GD GENERAL DYNAMICS 0.1%
Value ($000) $106 Shares 582 Est. Cost $130.64 Unrealized +12.5%
D DOMINION ENERGY 0.1%
Value ($000) $104 Shares 1,370 Est. Cost $63.42 Unrealized -7.8%
VTIP VANGUARD SHORT 0.1%
Value ($000) $103 Shares 2,000 Est. Cost $51.00 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $98 Shares 830 Est. Cost $95.08 Unrealized +7.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $96 Shares 429 Est. Cost $193.25 Unrealized -1.0%
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $93 Shares 382 Est. Cost $206.72 Unrealized +21.9%
WU WESTERN UNION 0.1%
Value ($000) $89 Shares 3,616 Est. Cost $21.88 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $87 Shares 1,100 Est. Cost $73.42 Unrealized -4.7%
DUK DUKE ENERGY 0.1%
Value ($000) $79 Shares 816 Est. Cost $75.68 Unrealized -0.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $76 Shares 692 Est. Cost $85.15 Unrealized +10.4%
OMC OMNICOM GROUP 0.1%
Value ($000) $74 Shares 1,000 Est. Cost $47.57 Unrealized +22.2%
URA GLOBAL X 0.1%
Value ($000) $74 Shares 3,915 Est. Cost $15.35 Unrealized
ADP AUTOMATIC DATA 0.1%
Value ($000) $72 Shares 382 Est. Cost $147.45 Unrealized +6.2%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $72 Shares 195 Est. Cost $318.96 Unrealized -6.0%
MET METLIFE INC 0.1%
Value ($000) $69 Shares 1,142 Est. Cost $37.01 Unrealized +28.6%
IBM INTL BUSINESS 0.1%
Value ($000) $67 Shares 500 Est. Cost $93.41 Unrealized +5.0%
WIX WIX LTD 0.1%
Value ($000) $65 Shares 233 Est. Cost $263.35 Unrealized +8.4%
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $62 Shares 1,065 Est. Cost $50.13 Unrealized -0.7%
DISCOVER FINANCIAL 0.1%
Value ($000) $62 Shares 653 Est. Cost $90.35 Unrealized
EPAM EPAM SYSTEMS 0.1%
Value ($000) $61 Shares 154 Est. Cost $333.73 Unrealized +9.7%
V VISA INC 0.1%
Value ($000) $61 Shares 288 Est. Cost $197.22 Unrealized +3.0%
MAR MARRIOTT INTL 0.1%
Value ($000) $60 Shares 403 Est. Cost $110.17 Unrealized +19.5%
DVY ISHARES SELECT 0.1%
Value ($000) $59 Shares 521 Est. Cost $95.97 Unrealized
JCI JOHNSON CONTROLS 0.1%
Value ($000) $57 Shares 950 Est. Cost $40.18 Unrealized +24.4%
AVGO BROADCOM INC 0.1%
Value ($000) $57 Shares 122 Est. Cost $34.82 Unrealized +19.6%
BK BANK NEW YORK 0.1%
Value ($000) $57 Shares 1,200 Est. Cost $33.17 Unrealized +15.4%
BP BP PLC 0.1%
Value ($000) $57 Shares 2,358 Est. Cost $20.36 Unrealized
ITOT ISHARES CORE 0.1%
Value ($000) $56 Shares 616 Est. Cost $86.04 Unrealized
SCHD SCHWAB US 0.1%
Value ($000) $55 Shares 757 Est. Cost $64.73 Unrealized
VHT VANGUARD HEALTH 0.1%
Value ($000) $54 Shares 237 Est. Cost $223.63 Unrealized
DLTR DOLLAR TREE 0.1%
Value ($000) $52 Shares 450 Est. Cost $100.42 Unrealized +7.0%
EXC EXELON CORP 0.1%
Value ($000) $52 Shares 1,190 Est. Cost $24.62 Unrealized +2.6%
ATLASSIAN CORP 0.1%
Value ($000) $51 Shares 244 Est. Cost $233.61 Unrealized
BAC BANK AMERICA 0.0%
Value ($000) $50 Shares 1,289 Est. Cost $23.66 Unrealized +29.5%
UAA UNDER ARMOUR 0.0%
Value ($000) $50 Shares 2,276 Est. Cost $15.28 Unrealized +36.7%
XYZ SQUARE INC 0.0%
Value ($000) $50 Shares 221 Est. Cost $195.07 Unrealized +19.9%
KMB KIMBERLY CLARK 0.0%
Value ($000) $49 Shares 350 Est. Cost $115.97 Unrealized -4.4%
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $46 Shares 200 Est. Cost $180.83 Unrealized +15.0%
PLD PROLOGIS INC 0.0%
Value ($000) $46 Shares 432 Est. Cost $87.45 Unrealized +1.4%
RTX RAYTHEON TECHNOLOGIES 0.0%
Value ($000) $45 Shares 585 Est. Cost $58.43 Unrealized +11.7%
INVH INVITATION HOMES 0.0%
Value ($000) $45 Shares 1,400 Est. Cost $24.63 Unrealized +4.7%
NVS NOVARTIS AG 0.0%
Value ($000) $43 Shares 503 Est. Cost $93.44 Unrealized
WTRG ESSENTIAL UTILITIES 0.0%
Value ($000) $41 Shares 906 Est. Cost $44.42 Unrealized +1.6%
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $40 Shares 125 Est. Cost $280.94 Unrealized -1.0%
TMO THERMO FISHER 0.0%
Value ($000) $39 Shares 85 Est. Cost $462.59 Unrealized +1.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $39 Shares 342 Est. Cost $86.64 Unrealized +12.8%
FBIN FORTUNE BRANDS 0.0%
Value ($000) $38 Shares 400 Est. Cost $67.41 Unrealized +4.1%
CMCSA COMCAST CORP 0.0%
Value ($000) $38 Shares 705 Est. Cost $41.66 Unrealized +10.8%
PTEU PACER TRENDPILOT 0.0%
Value ($000) $37 Shares 1,610 Est. Cost $22.39 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $36 Shares 100 Est. Cost $323.35 Unrealized +5.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $36 Shares 476 Est. Cost $65.64 Unrealized +4.8%
VDE VANGUARD ENERGY 0.0%
Value ($000) $34 Shares 500 Est. Cost $59.20 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $34 Shares 156 Est. Cost $163.73 Unrealized +7.9%
DD DUPONT DE 0.0%
Value ($000) $34 Shares 438 Est. Cost $23.71 Unrealized +22.6%
PFF ISHARES U S 0.0%
Value ($000) $33 Shares 860 Est. Cost $38.37 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $31 Shares 1,160 Est. Cost $23.59 Unrealized 0.0%
IGOV ISHARES INTL 0.0%
Value ($000) $30 Shares 580 Est. Cost $55.62 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $29 Shares 802 Est. Cost $37.41 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $272.24 Unrealized -1.8%
DOW DOW INC 0.0%
Value ($000) $28 Shares 432 Est. Cost $39.03 Unrealized +17.4%
VRSN VERISIGN INC 0.0%
Value ($000) $28 Shares 141 Est. Cost $202.87 Unrealized -4.0%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $26.61 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $28 Shares 611 Est. Cost $33.76 Unrealized +24.1%
CARR CARRIER GLOBAL 0.0%
Value ($000) $27 Shares 645 Est. Cost $33.81 Unrealized +7.8%
VV VANGUARD LARGE 0.0%
Value ($000) $27 Shares 144 Est. Cost $173.61 Unrealized
UAL UNITED AIRLINES 0.0%
Value ($000) $25 Shares 430 Est. Cost $40.45 Unrealized +20.7%
AAL AMERICAN AIRLINES 0.0%
Value ($000) $25 Shares 1,055 Est. Cost $13.86 Unrealized +39.2%
DAL DELTA AIRLINES 0.0%
Value ($000) $24 Shares 490 Est. Cost $35.38 Unrealized +21.6%
NI NISOURCE INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $19.68 Unrealized -2.7%
MTUM ISHARES MSCI 0.0%
Value ($000) $24 Shares 150 Est. Cost $161.32 Unrealized
FNDB SCHWAB FUNDAMENTAL 0.0%
Value ($000) $24 Shares 466 Est. Cost $44.90 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $24 Shares 395 Est. Cost $40.31 Unrealized +22.8%
BABA ALIBABA GROUP 0.0%
Value ($000) $23 Shares 100 Est. Cost $230.00 Unrealized
VO VANGUARD MID 0.0%
Value ($000) $23 Shares 102 Est. Cost $205.88 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $23 Shares 247 Est. Cost $56.32 Unrealized +20.4%
WGO WINNEBAGO INDUSTRIES 0.0%
Value ($000) $21 Shares 272 Est. Cost $54.54 Unrealized +32.3%
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $20 Shares 292 Est. Cost $60.07 Unrealized +1.1%
GENERAL ELECTRIC 0.0%
Value ($000) $20 Shares 1,559 Est. Cost $10.60 Unrealized
BLACKROCK INC 0.0%
Value ($000) $19 Shares 25 Est. Cost $720.00 Unrealized
EFV ISHARES MSCI 0.0%
Value ($000) $19 Shares 371 Est. Cost $45.82 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $73.75 Unrealized +75.1%
AMT AMERICAN TOWER 0.0%
Value ($000) $18 Shares 75 Est. Cost $199.71 Unrealized -3.7%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $17 Shares 138 Est. Cost $99.26 Unrealized +9.4%
F FORD MOTOR 0.0%
Value ($000) $16 Shares 1,344 Est. Cost $6.35 Unrealized +36.7%
QQQ INVESCO QQQ 0.0%
Value ($000) $16 Shares 51 Est. Cost $318.18 Unrealized
BAH BOOZ ALLEN 0.0%
Value ($000) $16 Shares 200 Est. Cost $77.07 Unrealized -0.9%
LOW LOWES COMPANIES 0.0%
Value ($000) $16 Shares 83 Est. Cost $148.05 Unrealized +6.0%
VTRS VIATRIS INC 0.0%
Value ($000) $16 Shares 1,152 Est. Cost $13.33 Unrealized -0.1%
CACI CACI INTERNATIONAL 0.0%
Value ($000) $15 Shares 62 Est. Cost $230.36 Unrealized +3.9%
GLD SPDR GOLD 0.0%
Value ($000) $15 Shares 91 Est. Cost $176.10 Unrealized
ET ENERGY TRANSFER 0.0%
Value ($000) $15 Shares 1,920 Est. Cost $6.25 Unrealized
XILINX INC 0.0%
Value ($000) $14 Shares 116 Est. Cost $137.93 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $13 Shares 17 Est. Cost $226.70 Unrealized +0.6%
TTD TRADE DESK 0.0%
Value ($000) $13 Shares 20 Est. Cost $75.51 Unrealized +2.3%
THO THOR INDUSTRIES 0.0%
Value ($000) $12 Shares 90 Est. Cost $84.41 Unrealized +30.1%
SLV ISHARES SILVER 0.0%
Value ($000) $12 Shares 521 Est. Cost $24.95 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 153 Est. Cost $52.89 Unrealized +11.6%
NHI NATIONAL HEALTH 0.0%
Value ($000) $11 Shares 153 Est. Cost $71.90 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 216 Est. Cost $30.72 Unrealized +34.7%
NNN NATIONAL RETAIL 0.0%
Value ($000) $11 Shares 254 Est. Cost $39.37 Unrealized
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $10 Shares 258 Est. Cost $36.04 Unrealized +5.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $10 Shares 26 Est. Cost $308.19 Unrealized +3.7%
TJX TJX COS 0.0%
Value ($000) $10 Shares 154 Est. Cost $56.47 Unrealized +10.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $9 Shares 8 Est. Cost $104.97 Unrealized +15.1%
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.51 Unrealized +13.7%
TWLO TWILIO INC 0.0%
Value ($000) $8 Shares 24 Est. Cost $312.48 Unrealized +19.9%
ACN ACCENTURE PLC 0.0%
Value ($000) $8 Shares 28 Est. Cost $223.05 Unrealized +8.2%
SHY ISHARES 1-3YR 0.0%
Value ($000) $8 Shares 88 Est. Cost $84.71 Unrealized
ARKK ARK INNOVATION 0.0%
Value ($000) $8 Shares 68 Est. Cost $127.91 Unrealized
ICLN ISHARES GLOBAL 0.0%
Value ($000) $8 Shares 329 Est. Cost $24.32 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $279.28 Unrealized +26.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $6 Shares 164 Est. Cost $24.24 Unrealized +10.5%
LIT GLOBAL X 0.0%
Value ($000) $6 Shares 110 Est. Cost $63.64 Unrealized
DOC HEALTHPEAK PPTYS 0.0%
Value ($000) $5 Shares 152 Est. Cost $22.25 Unrealized +5.5%
SBAC SBA COMMUNICATIONS 0.0%
Value ($000) $5 Shares 19 Est. Cost $273.42 Unrealized -9.6%
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $237.69 Unrealized +5.7%
VNQ VANGUARD REAL 0.0%
Value ($000) $5 Shares 55 Est. Cost $85.08 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $5 Shares 18 Est. Cost $282.20 Unrealized +10.5%
VNQI VANGUARD GLOBAL 0.0%
Value ($000) $5 Shares 83 Est. Cost $54.22 Unrealized
AMD ADVANCED MICRO 0.0%
Value ($000) $5 Shares 60 Est. Cost $86.30 Unrealized -0.2%
ABBV ABBVIE INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $78.94 Unrealized +12.6%
TIP ISHARES TIPS 0.0%
Value ($000) $4 Shares 30 Est. Cost $127.54 Unrealized
CATCHMARK TIMBER 0.0%
Value ($000) $4 Shares 419 Est. Cost $9.55 Unrealized
IEF ISHARES 7-10YR 0.0%
Value ($000) $4 Shares 39 Est. Cost $121.95 Unrealized
BYND BEYOND MEAT 0.0%
Value ($000) $3 Shares 21 Est. Cost $150.83 Unrealized -2.5%
HII HUNTINGTON INGALLS 0.0%
Value ($000) $3 Shares 16 Est. Cost $141.39 Unrealized +13.3%
RGR STURM RUGER 0.0%
Value ($000) $3 Shares 50 Est. Cost $64.34 Unrealized +7.0%
PAYC PAYCOM SOFTWARE 0.0%
Value ($000) $3 Shares 9 Est. Cost $390.57 Unrealized -1.1%
TWITTER INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
QTWO Q2 HOLDINGS 0.0%
Value ($000) $2 Shares 20 Est. Cost $107.70 Unrealized +15.5%
HOWARD BANCORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
LIGHTINTHEBOX HOLDING 0.0%
Value ($000) $1 Shares 204 Est. Cost $4.90 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $1 Shares 60 Est. Cost $15.96 Unrealized +24.8%
APPHARVEST INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
FALN ISHARES FALLEN 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
UA UNDER ARMOUR 0.0%
Value ($000) $1 Shares 60 Est. Cost $13.38 Unrealized +31.4%
RITE AID 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized