SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $172,769 (100.0% shares, 0.0% debt)

Holdings (452)

AAPL APPLE INC COM 16.3%
Value ($000) $28,145 Shares 161,190 Est. Cost $126.94 Unrealized +29.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 12.8%
Value ($000) $22,065 Shares 62,524 Est. Cost $220.20 Unrealized +46.9%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $4,899 Shares 15,890 Est. Cost $209.41 Unrealized +39.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.8%
Value ($000) $4,760 Shares 9 Est. Cost $330761.80 Unrealized +46.8%
CVX CHEVRON CORP NEW COM 2.7%
Value ($000) $4,582 Shares 28,139 Est. Cost $65.32 Unrealized +87.9%
SBUX STARBUCKS CORP COM 2.2%
Value ($000) $3,772 Shares 41,467 Est. Cost $85.17 Unrealized +0.9%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $3,170 Shares 1,135 Est. Cost $86.00 Unrealized +56.9%
NKE NIKE INC CL B 1.8%
Value ($000) $3,113 Shares 23,134 Est. Cost $123.21 Unrealized +7.1%
SYK STRYKER CORP COMMON 1.7%
Value ($000) $3,022 Shares 11,304 Est. Cost $214.92 Unrealized +15.5%
EW EDWARDS LIFESCIENCES CORP COM 1.7%
Value ($000) $2,856 Shares 24,265 Est. Cost $84.24 Unrealized +33.2%
GBX GREENBRIER COS INC COM 1.6%
Value ($000) $2,741 Shares 53,206 Est. Cost $28.81 Unrealized +39.7%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $2,710 Shares 15,291 Est. Cost $129.44 Unrealized +17.3%
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $2,670 Shares 960 Est. Cost $84.73 Unrealized +59.1%
SPY SPDR S&P 500 ETF TR TR UNIT 1.4%
Value ($000) $2,502 Shares 5,540 Est. Cost $375.50 Unrealized
WY WEYERHAEUSER CO COM 1.4%
Value ($000) $2,427 Shares 64,043 Est. Cost $24.53 Unrealized +39.1%
ILMN ILLUMINA INC COM 1.4%
Value ($000) $2,420 Shares 6,926 Est. Cost $320.41 Unrealized +5.4%
COST COSTCO WHOLESALE CORP NEW COM 1.4%
Value ($000) $2,344 Shares 4,070 Est. Cost $345.94 Unrealized +44.8%
PFE PFIZER INC COM 1.3%
Value ($000) $2,161 Shares 41,751 Est. Cost $30.96 Unrealized +37.2%
FAST FASTENAL CO COM 1.2%
Value ($000) $2,119 Shares 35,667 Est. Cost $20.74 Unrealized +22.5%
AMZN AMAZON COM INC COM 1.2%
Value ($000) $1,989 Shares 610 Est. Cost $160.12 Unrealized -3.5%
AMGN AMGEN INC COM 1.1%
Value ($000) $1,858 Shares 7,684 Est. Cost $196.67 Unrealized +3.4%
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 1.0%
Value ($000) $1,761 Shares 17,587 Est. Cost $101.93 Unrealized
DIS DISNEY WALT CO DISNEY COM 1.0%
Value ($000) $1,749 Shares 12,748 Est. Cost $140.26 Unrealized +0.7%
AVAV AEROVIRONMENT INC COM 0.9%
Value ($000) $1,633 Shares 17,343 Est. Cost $80.13 Unrealized -13.7%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $1,586 Shares 11,635 Est. Cost $99.88 Unrealized +33.8%
TSLA TESLA INC COM 0.9%
Value ($000) $1,563 Shares 1,450 Est. Cost $170.65 Unrealized +82.5%
TRMB TRIMBLE INC COM 0.9%
Value ($000) $1,533 Shares 21,245 Est. Cost $58.39 Unrealized +22.0%
INTC INTEL CORP COM 0.9%
Value ($000) $1,520 Shares 30,665 Est. Cost $46.53 Unrealized -0.7%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $1,501 Shares 9,823 Est. Cost $123.42 Unrealized +15.2%
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 0.8%
Value ($000) $1,453 Shares 29,079 Est. Cost $51.29 Unrealized
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $1,344 Shares 16,267 Est. Cost $32.01 Unrealized +112.1%
TKR TIMKEN CO COM 0.8%
Value ($000) $1,334 Shares 21,973 Est. Cost $68.06 Unrealized -2.4%
LINDE PLC SH ISIN#IE00BZ12WP82 0.8%
Value ($000) $1,303 Shares 4,078 Est. Cost $264.26 Unrealized
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $1,259 Shares 12,836 Est. Cost $66.82 Unrealized +30.9%
NVDA NVIDIA CORP COM 0.7%
Value ($000) $1,240 Shares 4,545 Est. Cost $19.08 Unrealized +31.2%
LDUR PIMCO ETF TR ENHANCED LOW DURATION ACTIVE ETF 0.7%
Value ($000) $1,228 Shares 12,589 Est. Cost $101.80 Unrealized
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,148 Shares 21,595 Est. Cost $37.31 Unrealized +28.2%
MTUS TIMKENSTEEL CORP COM 0.6%
Value ($000) $1,077 Shares 49,220 Est. Cost $4.52 Unrealized +288.7%
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.5%
Value ($000) $898 Shares 4,940 Est. Cost $155.60 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.5%
Value ($000) $890 Shares 10,137 Est. Cost $93.49 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.5%
Value ($000) $833 Shares 7,504 Est. Cost $96.19 Unrealized -2.6%
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.5%
Value ($000) $787 Shares 11,870 Est. Cost $49.98 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $778 Shares 4,062 Est. Cost $195.45 Unrealized +2.7%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $770 Shares 15,120 Est. Cost $42.84 Unrealized -3.1%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $700 Shares 1,930 Est. Cost $314.37 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.4%
Value ($000) $699 Shares 22,625 Est. Cost $25.91 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $695 Shares 14,342 Est. Cost $24.57 Unrealized +97.4%
HD HOME DEPOT INC COM 0.4%
Value ($000) $667 Shares 2,227 Est. Cost $242.73 Unrealized +29.4%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $603 Shares 7,347 Est. Cost $65.89 Unrealized +6.0%
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $589 Shares 2,570 Est. Cost $279.61 Unrealized -7.6%
LASR NLIGHT INC COM 0.3%
Value ($000) $565 Shares 32,584 Est. Cost $28.14 Unrealized -33.1%
EMNT PIMCO ETF TR ENHANCED SHORT MATURITY ACTIVE ESG EXCH TRADED FD 0.3%
Value ($000) $545 Shares 5,500 Est. Cost $100.67 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $539 Shares 4,073 Est. Cost $110.25 Unrealized +21.5%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $537 Shares 9,639 Est. Cost $39.82 Unrealized +26.3%
MCY MERCURY GEN CORP NEW COM 0.3%
Value ($000) $514 Shares 9,348 Est. Cost $50.18 Unrealized +7.4%
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $502 Shares 6,867 Est. Cost $50.01 Unrealized +13.7%
META META PLATFORMS INC CL A 0.3%
Value ($000) $492 Shares 2,211 Est. Cost $273.27 Unrealized -9.2%
BAC BANK AMER CORP COM 0.3%
Value ($000) $485 Shares 11,757 Est. Cost $25.32 Unrealized +61.2%
KO COCA COLA CO COM 0.3%
Value ($000) $484 Shares 7,807 Est. Cost $44.37 Unrealized +21.9%
PPG PPG INDS INC COM 0.3%
Value ($000) $466 Shares 3,553 Est. Cost $125.98 Unrealized +6.3%
SHOCKWAVE MED INC COM 0.3%
Value ($000) $444 Shares 2,140 Est. Cost $110.21 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.3%
Value ($000) $440 Shares 13,622 Est. Cost $27.27 Unrealized +3.7%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.3%
Value ($000) $435 Shares 17,700 Est. Cost $27.24 Unrealized +2.6%
UNP UNION PAC CORP COM 0.2%
Value ($000) $431 Shares 1,578 Est. Cost $178.06 Unrealized +29.5%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $430 Shares 7,830 Est. Cost $54.92 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $423 Shares 1,020 Est. Cost $372.25 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $413 Shares 2,772 Est. Cost $117.38 Unrealized -2.4%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $410 Shares 1,659 Est. Cost $192.93 Unrealized +18.1%
T AT&T INC COM 0.2%
Value ($000) $410 Shares 17,360 Est. Cost $15.24 Unrealized -2.2%
SO SOUTHERN CO COM 0.2%
Value ($000) $399 Shares 5,507 Est. Cost $51.89 Unrealized +13.1%
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $399 Shares 3,730 Est. Cost $57.41 Unrealized
TCBK TRICO BANCSHARES COM 0.2%
Value ($000) $396 Shares 9,887 Est. Cost $31.57 Unrealized +37.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $390 Shares 4,600 Est. Cost $65.77 Unrealized +9.6%
SHW SHERWIN-WILLIAMS CO COM 0.2%
Value ($000) $389 Shares 1,558 Est. Cost $250.86 Unrealized +6.2%
GLAXOSMITHKLINE PLC SPONS ADR 0.2%
Value ($000) $386 Shares 8,867 Est. Cost $37.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $381 Shares 3,413 Est. Cost $80.72 Unrealized +10.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $360 Shares 1,194 Est. Cost $312.14 Unrealized -6.4%
WMT WALMART INC COM 0.2%
Value ($000) $356 Shares 2,391 Est. Cost $45.23 Unrealized -1.4%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $343 Shares 5,763 Est. Cost $51.65 Unrealized +6.8%
PEP PEPSICO INC COM 0.2%
Value ($000) $336 Shares 2,006 Est. Cost $129.54 Unrealized +14.6%
CSX CSX CORP COM 0.2%
Value ($000) $328 Shares 8,764 Est. Cost $29.87 Unrealized +12.1%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $316 Shares 1,689 Est. Cost $103.86 Unrealized +65.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $311 Shares 1,916 Est. Cost $94.13 Unrealized +34.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $311 Shares 3,136 Est. Cost $61.18 Unrealized +41.8%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $306 Shares 3,233 Est. Cost $64.43 Unrealized +17.3%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $305 Shares 599 Est. Cost $314.31 Unrealized +43.5%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $284 Shares 1,570 Est. Cost $178.34 Unrealized
UMPQUA HLDGS CORP COM 0.2%
Value ($000) $282 Shares 14,927 Est. Cost $15.17 Unrealized
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.2%
Value ($000) $271 Shares 5,940 Est. Cost $56.56 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $266 Shares 3,799 Est. Cost $47.18 Unrealized +13.5%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.2%
Value ($000) $264 Shares 2,380 Est. Cost $83.25 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $261 Shares 1,175 Est. Cost $198.15 Unrealized +6.0%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $254 Shares 1,114 Est. Cost $228.01 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $253 Shares 2,696 Est. Cost $69.58 Unrealized +19.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $251 Shares 1,125 Est. Cost $153.98 Unrealized +26.9%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.1%
Value ($000) $245 Shares 9,504 Est. Cost $19.57 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $245 Shares 1,143 Est. Cost $150.54 Unrealized +17.7%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $217 Shares 2,548 Est. Cost $62.80 Unrealized +6.6%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $215 Shares 3,427 Est. Cost $118.82 Unrealized -47.2%
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $209 Shares 1,630 Est. Cost $130.48 Unrealized -10.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $206 Shares 3,948 Est. Cost $30.42 Unrealized +22.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $205 Shares 1,733 Est. Cost $77.29 Unrealized +21.8%
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $204 Shares 2,613 Est. Cost $76.04 Unrealized -0.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $193 Shares 1,222 Est. Cost $115.14 Unrealized +44.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $187 Shares 1,846 Est. Cost $65.63 Unrealized +40.2%
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $181 Shares 1,027 Est. Cost $179.16 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $180 Shares 1,800 Est. Cost $30.72 Unrealized +159.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $180 Shares 3,836 Est. Cost $41.66 Unrealized +2.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $176 Shares 775 Est. Cost $149.83 Unrealized +31.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 0.1%
Value ($000) $170 Shares 4,041 Est. Cost $36.53 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $167 Shares 447 Est. Cost $46.72 Unrealized -10.9%
ADVISORSHARES TR NORTH SQUARE MCKEE ESG CORE BD ETF 0.1%
Value ($000) $165 Shares 6,816 Est. Cost $25.82 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $162 Shares 366 Est. Cost $316.37 Unrealized +15.4%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $162 Shares 1,284 Est. Cost $125.41 Unrealized +1.6%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $161 Shares 2,920 Est. Cost $51.12 Unrealized -0.2%
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $158 Shares 1,570 Est. Cost $98.09 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $158 Shares 2,000 Est. Cost $81.00 Unrealized
IFRA ISHARES TR U S INFRASTRUCTURE ETF 0.1%
Value ($000) $156 Shares 4,000 Est. Cost $34.25 Unrealized
ROYCE VALUE TR INC COM 0.1%
Value ($000) $155 Shares 9,141 Est. Cost $16.39 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $148 Shares 516 Est. Cost $141.36 Unrealized +75.8%
HPQ HP INC COM 0.1%
Value ($000) $147 Shares 4,062 Est. Cost $17.78 Unrealized +80.3%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $137 Shares 1,253 Est. Cost $104.78 Unrealized +13.9%
LAM RESH CORP COM 0.1%
Value ($000) $136 Shares 253 Est. Cost $485.03 Unrealized
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $136 Shares 2,390 Est. Cost $48.96 Unrealized +0.4%
DE DEERE & CO COM 0.1%
Value ($000) $136 Shares 327 Est. Cost $232.12 Unrealized +56.4%
INGR INGREDION INC COM 0.1%
Value ($000) $135 Shares 1,548 Est. Cost $77.11 Unrealized +17.4%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.1%
Value ($000) $134 Shares 1,307 Est. Cost $72.80 Unrealized +2.0%
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $130 Shares 1,040 Est. Cost $114.42 Unrealized
MPT MEDICAL PPTYS TR INC COM 0.1%
Value ($000) $128 Shares 6,036 Est. Cost $21.83 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $126 Shares 1,614 Est. Cost $58.84 Unrealized +41.7%
BP BP PLC SPONS ADR 0.1%
Value ($000) $125 Shares 4,264 Est. Cost $25.50 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $124 Shares 1,949 Est. Cost $46.14 Unrealized +4.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $123 Shares 2,175 Est. Cost $35.66 Unrealized +42.0%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $122 Shares 936 Est. Cost $93.50 Unrealized +19.9%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $121 Shares 1,317 Est. Cost $62.93 Unrealized -7.0%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $119 Shares 2,400 Est. Cost $28.09 Unrealized +48.9%
CLX CLOROX CO COM 0.1%
Value ($000) $119 Shares 853 Est. Cost $176.37 Unrealized -23.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $114 Shares 1,383 Est. Cost $55.51 Unrealized +38.7%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $113 Shares 1,310 Est. Cost $47.97 Unrealized +51.9%
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $113 Shares 2,050 Est. Cost $41.53 Unrealized +6.8%
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $111 Shares 940 Est. Cost $98.98 Unrealized +11.3%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $109 Shares 3,248 Est. Cost $20.14 Unrealized +26.8%
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $108 Shares 1,815 Est. Cost $62.64 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $105 Shares 453 Est. Cost $248.60 Unrealized -13.1%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $104 Shares 300 Est. Cost $306.67 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $99 Shares 2,688 Est. Cost $30.87 Unrealized +13.1%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.1%
Value ($000) $99 Shares 3,242 Est. Cost $52.81 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $98 Shares 827 Est. Cost $92.76 Unrealized +23.3%
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $98 Shares 414 Est. Cost $239.02 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.1%
Value ($000) $98 Shares 900 Est. Cost $229.49 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value ($000) $96 Shares 1,620 Est. Cost $44.12 Unrealized +24.8%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $95 Shares 353 Est. Cost $238.92 Unrealized
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $94 Shares 1,513 Est. Cost $13.45 Unrealized +65.4%
FHN FIRST HORIZON CORP COM 0.1%
Value ($000) $94 Shares 4,000 Est. Cost $9.76 Unrealized +78.3%
CRM SALESFORCE INC COM 0.1%
Value ($000) $93 Shares 436 Est. Cost $234.34 Unrealized -9.3%
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.1%
Value ($000) $92 Shares 2,250 Est. Cost $36.00 Unrealized
MRNA MODERNA INC COM 0.1%
Value ($000) $90 Shares 520 Est. Cost $135.06 Unrealized +24.7%
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.1%
Value ($000) $90 Shares 1,126 Est. Cost $61.67 Unrealized +23.7%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $90 Shares 730 Est. Cost $115.03 Unrealized -0.9%
ARCIMOTO INC COM 0.1%
Value ($000) $89 Shares 13,435 Est. Cost $7.16 Unrealized
UVV UNIVERSAL CORP VA COM 0.1%
Value ($000) $88 Shares 1,521 Est. Cost $50.81 Unrealized +8.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $86 Shares 651 Est. Cost $70.69 Unrealized +88.0%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $83 Shares 406 Est. Cost $163.17 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $82 Shares 1,277 Est. Cost $51.81 Unrealized +1.4%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $82 Shares 543 Est. Cost $127.87 Unrealized +0.9%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.0%
Value ($000) $82 Shares 1,750 Est. Cost $49.71 Unrealized
MAG SILVER CORP COM ISIN#CA55903Q1046 0.0%
Value ($000) $81 Shares 5,000 Est. Cost $15.00 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $80 Shares 690 Est. Cost $207.81 Unrealized -36.1%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $80 Shares 800 Est. Cost $102.50 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $79 Shares 794 Est. Cost $69.73 Unrealized +13.6%
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $50.68 Unrealized +59.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $79 Shares 276 Est. Cost $206.74 Unrealized +22.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $78 Shares 175 Est. Cost $280.94 Unrealized +38.0%
NHI NATIONAL HEALTH INVESTORS INC 0.0%
Value ($000) $77 Shares 1,300 Est. Cost $57.69 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $74 Shares 486 Est. Cost $133.68 Unrealized +14.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $71 Shares 3,755 Est. Cost $13.10 Unrealized +8.3%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $71 Shares 155 Est. Cost $501.43 Unrealized -4.1%
FICO FAIR ISAAC CORPORATION COM 0.0%
Value ($000) $70 Shares 150 Est. Cost $465.09 Unrealized +1.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $69 Shares 1,220 Est. Cost $12.92 Unrealized +223.3%
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $69 Shares 511 Est. Cost $133.67 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $68 Shares 800 Est. Cost $88.59 Unrealized +3.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $68 Shares 350 Est. Cost $172.87 Unrealized -1.5%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $67 Shares 600 Est. Cost $140.00 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $67 Shares 601 Est. Cost $77.45 Unrealized +30.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $66 Shares 273 Est. Cost $157.30 Unrealized +41.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $65 Shares 886 Est. Cost $23.71 Unrealized +26.8%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $65 Shares 410 Est. Cost $107.44 Unrealized +32.6%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $63 Shares 261 Est. Cost $182.23 Unrealized +19.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $63 Shares 3,784 Est. Cost $8.99 Unrealized +66.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $63 Shares 250 Est. Cost $139.80 Unrealized +73.6%
UNM UNUM GROUP COM 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $27.94 Unrealized 0.0%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.0%
Value ($000) $62 Shares 1,270 Est. Cost $47.24 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $60 Shares 690 Est. Cost $76.81 Unrealized
ZTS ZOETIS INC COM 0.0%
Value ($000) $58 Shares 310 Est. Cost $155.43 Unrealized +22.4%
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $58 Shares 1,721 Est. Cost $32.54 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $58 Shares 490 Est. Cost $101.96 Unrealized +13.1%
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $57 Shares 639 Est. Cost $86.07 Unrealized
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.0%
Value ($000) $57 Shares 85 Est. Cost $82.11 Unrealized 0.0%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $57 Shares 346 Est. Cost $145.90 Unrealized
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $56 Shares 742 Est. Cost $49.86 Unrealized +12.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $56 Shares 563 Est. Cost $82.07 Unrealized +0.7%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $22.13 Unrealized +85.1%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $54 Shares 363 Est. Cost $118.46 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $54 Shares 228 Est. Cost $138.43 Unrealized +45.0%
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $52 Shares 75 Est. Cost $536.82 Unrealized +17.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $52 Shares 217 Est. Cost $130.64 Unrealized +56.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $52 Shares 604 Est. Cost $31.29 Unrealized +122.7%
MET METLIFE INC COM 0.0%
Value ($000) $51 Shares 725 Est. Cost $37.01 Unrealized +62.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $51 Shares 817 Est. Cost $50.13 Unrealized +17.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $51 Shares 373 Est. Cost $76.93 Unrealized +42.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $50 Shares 150 Est. Cost $197.01 Unrealized +62.3%
TIP ISHARES BARCLAYS TIPS BOND 0.0%
Value ($000) $50 Shares 400 Est. Cost $127.50 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $49 Shares 243 Est. Cost $176.80 Unrealized +20.7%
IPI INTREPID POTASH INC COM NEW 0.0%
Value ($000) $49 Shares 600 Est. Cost $48.82 Unrealized +12.9%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $48 Shares 650 Est. Cost $158.57 Unrealized -43.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $48 Shares 363 Est. Cost $88.73 Unrealized +20.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $71.03 Unrealized +7.6%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $46 Shares 450 Est. Cost $40.57 Unrealized +89.7%
KLAC KLA CORP COM 0.0%
Value ($000) $46 Shares 127 Est. Cost $220.47 Unrealized +62.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $45 Shares 845 Est. Cost $42.37 Unrealized +26.3%
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $44 Shares 939 Est. Cost $44.73 Unrealized
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $44 Shares 788 Est. Cost $57.11 Unrealized
GLOBAL X TELEMEDICINE & DIGITAL HLTH ETF 0.0%
Value ($000) $43 Shares 3,000 Est. Cost $16.67 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $42 Shares 1,066 Est. Cost $30.69 Unrealized +1.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.0%
Value ($000) $42 Shares 2,500 Est. Cost $16.80 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $83.55 Unrealized -28.1%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $41 Shares 1,532 Est. Cost $8.97 Unrealized +5.4%
LUMN LUMEN TECHNOLOGIES INC LA COM 0.0%
Value ($000) $39 Shares 3,500 Est. Cost $10.77 Unrealized 0.0%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $38 Shares 229 Est. Cost $47.26 Unrealized -37.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $36 Shares 239 Est. Cost $47.42 Unrealized +143.7%
CEF SPROTT PHYSICAL GOLD & SILVER TR TR UNIT ISIN#CA85208R1010 0.0%
Value ($000) $34 Shares 1,750 Est. Cost $19.35 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $34 Shares 586 Est. Cost $33.76 Unrealized +45.1%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $34 Shares 3,205 Est. Cost $10.38 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $33 Shares 125 Est. Cost $220.43 Unrealized +7.7%
WPC W P CAREY INC COM 0.0%
Value ($000) $32 Shares 400 Est. Cost $70.00 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $32 Shares 300 Est. Cost $224.62 Unrealized -48.9%
MA MASTERCARD INC CL A 0.0%
Value ($000) $31 Shares 87 Est. Cost $323.35 Unrealized +8.7%
ENB ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 0.0%
Value ($000) $31 Shares 671 Est. Cost $21.70 Unrealized +53.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $31 Shares 347 Est. Cost $48.35 Unrealized +8.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $31 Shares 435 Est. Cost $200.98 Unrealized -64.2%
ITT ITT INC COM 0.0%
Value ($000) $30 Shares 400 Est. Cost $69.88 Unrealized +26.3%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $29 Shares 100 Est. Cost $252.34 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $28 Shares 303 Est. Cost $68.86 Unrealized +13.0%
VTR VENTAS INC COM 0.0%
Value ($000) $28 Shares 452 Est. Cost $39.62 Unrealized +20.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $28 Shares 150 Est. Cost $106.49 Unrealized +63.5%
ETF MANAGERS TR ETFMG PRIME JR SILVER ETF 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $13.00 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $27 Shares 35 Est. Cost $714.29 Unrealized
APTIV PLC SHS COM 0.0%
Value ($000) $27 Shares 228 Est. Cost $131.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $27 Shares 45 Est. Cost $462.59 Unrealized +22.8%
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085 0.0%
Value ($000) $26 Shares 200 Est. Cost $214.81 Unrealized
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $13.70 Unrealized -15.5%
BIIB BIOGEN INC COM 0.0%
Value ($000) $26 Shares 122 Est. Cost $254.99 Unrealized -14.7%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $25 Shares 486 Est. Cost $18.35 Unrealized +157.2%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $25 Shares 562 Est. Cost $37.37 Unrealized
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $25 Shares 163 Est. Cost $103.87 Unrealized +41.8%
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $25 Shares 1,237 Est. Cost $15.24 Unrealized
ILCG ISHARES TR MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $25 Shares 392 Est. Cost $63.78 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 151 Est. Cost $165.56 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $24 Shares 100 Est. Cost $224.69 Unrealized +6.1%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $24 Shares 581 Est. Cost $56.16 Unrealized -16.1%
RPM RPM INTL INC COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $88.17 Unrealized -2.7%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $24 Shares 600 Est. Cost $34.31 Unrealized +12.4%
TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182 0.0%
Value ($000) $24 Shares 186 Est. Cost $123.66 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $23 Shares 267 Est. Cost $53.93 Unrealized +57.9%
IUSG ISHARES TR CORE S&P U S GROWTH ETF 0.0%
Value ($000) $23 Shares 213 Est. Cost $107.98 Unrealized
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $23 Shares 220 Est. Cost $95.45 Unrealized
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $23 Shares 187 Est. Cost $133.69 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $22 Shares 900 Est. Cost $23.33 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $8.00 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $22 Shares 800 Est. Cost $21.96 Unrealized +9.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $130.99 Unrealized +40.8%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $21 Shares 97 Est. Cost $198.47 Unrealized
JELD JELD-WEN HLDG INC COM 0.0%
Value ($000) $21 Shares 1,015 Est. Cost $28.30 Unrealized -16.8%
DHR DANAHER CORP COM 0.0%
Value ($000) $21 Shares 73 Est. Cost $196.00 Unrealized +25.4%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $62.43 Unrealized -3.3%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $20 Shares 286 Est. Cost $69.93 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 82 Est. Cost $164.87 Unrealized +30.2%
RYN RAYONIER INC COM 0.0%
Value ($000) $19 Shares 464 Est. Cost $30.17 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $19 Shares 196 Est. Cost $56.18 Unrealized +40.0%
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $19 Shares 551 Est. Cost $29.83 Unrealized +8.3%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $19 Shares 117 Est. Cost $100.42 Unrealized +40.9%
MKL MARKEL CORP COM 0.0%
Value ($000) $18 Shares 12 Est. Cost $996.82 Unrealized +29.6%
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.0%
Value ($000) $18 Shares 53 Est. Cost $223.05 Unrealized +42.8%
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $18 Shares 166 Est. Cost $86.42 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $18 Shares 150 Est. Cost $445.83 Unrealized -69.5%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.0%
Value ($000) $18 Shares 200 Est. Cost $75.21 Unrealized +19.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $77.69 Unrealized +74.9%
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $17 Shares 371 Est. Cost $33.81 Unrealized +31.9%
ORLY O'REILLY AUTOMOTIVE NEW 0.0%
Value ($000) $17 Shares 25 Est. Cost $43.28 Unrealized +3.2%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $17 Shares 100 Est. Cost $170.00 Unrealized
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $171.69 Unrealized -7.2%
INTU INTUIT INC. 0.0%
Value ($000) $16 Shares 34 Est. Cost $601.47 Unrealized -17.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $16 Shares 1,074 Est. Cost $9.01 Unrealized +45.0%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $16 Shares 452 Est. Cost $17.29 Unrealized +79.5%
RIO RIO TINTO PLC SPONSORED ADR ISIN#US7672041008 0.0%
Value ($000) $16 Shares 200 Est. Cost $65.00 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $16 Shares 141 Est. Cost $113.48 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $52.35 Unrealized +14.7%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $16 Shares 321 Est. Cost $31.93 Unrealized +60.3%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $16 Shares 225 Est. Cost $121.30 Unrealized -39.7%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $15 Shares 698 Est. Cost $20.72 Unrealized -9.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $15 Shares 50 Est. Cost $161.42 Unrealized +65.1%
NBR NABORS INDUSTRIES LTD REGISTERED SHS ISIN#BMG6359F1370 0.0%
Value ($000) $15 Shares 100 Est. Cost $125.56 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $15 Shares 60 Est. Cost $199.71 Unrealized +7.6%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 0.0%
Value ($000) $15 Shares 250 Est. Cost $64.00 Unrealized
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $15 Shares 1,630 Est. Cost $9.79 Unrealized -30.8%
SUNPOWER CORP COM 0.0%
Value ($000) $15 Shares 691 Est. Cost $26.05 Unrealized
TNL TRAVEL AND LEISURE CO COM 0.0%
Value ($000) $15 Shares 267 Est. Cost $45.04 Unrealized +6.2%
BOTZ GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF 0.0%
Value ($000) $15 Shares 514 Est. Cost $33.14 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $15 Shares 190 Est. Cost $84.21 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $46.50 Unrealized +50.8%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $15 Shares 200 Est. Cost $65.00 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $15 Shares 110 Est. Cost $98.18 Unrealized +21.7%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $15 Shares 400 Est. Cost $83.46 Unrealized -49.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 684 Est. Cost $17.78 Unrealized +13.7%
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $14 Shares 470 Est. Cost $43.66 Unrealized -36.7%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $14 Shares 75 Est. Cost $246.15 Unrealized -20.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,315 Est. Cost $12.54 Unrealized -11.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $14 Shares 184 Est. Cost $60.07 Unrealized +25.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $38.73 Unrealized +68.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $35.85 Unrealized +7.8%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.53 Unrealized +21.9%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $13 Shares 76 Est. Cost $131.57 Unrealized +33.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $13 Shares 85 Est. Cost $89.37 Unrealized +52.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.38 Unrealized +7.1%
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $12 Shares 720 Est. Cost $13.78 Unrealized +5.6%
BWA BORGWARNER INC COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $31.44 Unrealized +12.3%
LUCID GROUP INC COM 0.0%
Value ($000) $12 Shares 475 Est. Cost $37.89 Unrealized
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $12 Shares 158 Est. Cost $75.95 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $89.68 Unrealized -8.7%
RENEWABLE ENERGY GROUP INC COM NEW 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.00 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $12 Shares 261 Est. Cost $24.62 Unrealized +49.6%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.98 Unrealized +21.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $11 Shares 258 Est. Cost $41.87 Unrealized +15.0%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $11 Shares 516 Est. Cost $23.52 Unrealized
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $11 Shares 196 Est. Cost $47.98 Unrealized +19.8%
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $11 Shares 420 Est. Cost $30.95 Unrealized
CAL CALERES INC COM 0.0%
Value ($000) $11 Shares 562 Est. Cost $10.45 Unrealized +97.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $11 Shares 56 Est. Cost $198.26 Unrealized -0.8%
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.65 Unrealized +41.9%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $155.84 Unrealized
SNY SANOFI SPONS ADR ISIN#US80105N1054 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $75.15 Unrealized +14.3%
URA GLOBAL X FDS GLOBAL X URANIUM ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.50 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $125.96 Unrealized -56.0%
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $10 Shares 452 Est. Cost $24.75 Unrealized -1.8%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $10 Shares 181 Est. Cost $35.96 Unrealized +22.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 0.0%
Value ($000) $10 Shares 277 Est. Cost $6.64 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $9 Shares 104 Est. Cost $51.87 Unrealized +52.5%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $9 Shares 262 Est. Cost $21.34 Unrealized +54.9%
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 191 Est. Cost $52.36 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $9 Shares 16 Est. Cost $636.54 Unrealized -7.8%
JBL JABIL INC COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $37.14 Unrealized +64.0%
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $8 Shares 50 Est. Cost $137.93 Unrealized
WHITING PETE CORP COM PAR$ 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.64 Unrealized +39.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $257.79 Unrealized +46.7%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $49.09 Unrealized -16.5%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $92.85 Unrealized -17.5%
HTBK HERITAGE COMMERCE CO 0.0%
Value ($000) $8 Shares 741 Est. Cost $8.11 Unrealized +47.8%
GVYB GOLDEN VY BANCSHARES INC COM 0.0%
Value ($000) $8 Shares 421 Est. Cost $10.79 Unrealized +78.5%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $26.74 Unrealized +42.8%
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 0.0%
Value ($000) $7 Shares 133 Est. Cost $45.11 Unrealized
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $7 Shares 355 Est. Cost $16.90 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $125.27 Unrealized -32.4%
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $10.08 Unrealized -48.8%
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $7 Shares 114 Est. Cost $61.40 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $7 Shares 190 Est. Cost $50.91 Unrealized -22.2%
JAMF HLDG CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
WPM WHEATON PRECIOUS METALS CORP ISIN#CA9628791027 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.64 Unrealized 0.0%
MTA METALLA ROYALTY AND STREAMING LTD REGISTERED SHS ISIN#CA59124U6051 0.0%
Value ($000) $7 Shares 950 Est. Cost $6.98 Unrealized 0.0%
GAP GAP INC COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.00 Unrealized -10.3%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $7 Shares 196 Est. Cost $19.34 Unrealized +71.1%
OGN ORGANON & CO COM 0.0%
Value ($000) $7 Shares 190 Est. Cost $26.28 Unrealized +8.7%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $7 Shares 172 Est. Cost $38.15 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $34.42 Unrealized -46.0%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $6 Shares 428 Est. Cost $10.95 Unrealized -8.3%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $240.00 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $141.39 Unrealized +26.5%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $6 Shares 112 Est. Cost $62.50 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FD INC COM NEW 0.0%
Value ($000) $6 Shares 207 Est. Cost $19.32 Unrealized
CB CHUBB LTD COM ISIN#CH0044328745 0.0%
Value ($000) $6 Shares 28 Est. Cost $150.25 Unrealized +28.4%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $136.81 Unrealized +32.2%
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $6 Shares 155 Est. Cost $11.83 Unrealized +204.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $5 Shares 87 Est. Cost $47.25 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.42 Unrealized -1.5%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.0%
Value ($000) $5 Shares 77 Est. Cost $40.18 Unrealized +58.4%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.07 Unrealized +23.6%
NTR NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086 0.0%
Value ($000) $5 Shares 51 Est. Cost $73.42 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 350 Est. Cost $24.39 Unrealized -45.3%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $120.00 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.79 Unrealized +66.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $4 Shares 49 Est. Cost $19.24 Unrealized +201.7%
STT STATE STR CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $57.49 Unrealized +40.9%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $424.73 Unrealized +1.3%
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $16.62 Unrealized +318.4%
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $66.42 Unrealized +36.4%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $148.17 Unrealized -48.3%
ZIMVIE INC COM 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.84 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $347.27 Unrealized -6.3%
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $16.15 Unrealized +58.5%
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $4 Shares 175 Est. Cost $30.96 Unrealized -13.9%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $3 Shares 116 Est. Cost $32.19 Unrealized -26.9%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 40 Est. Cost $31.24 Unrealized +76.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $247.58 Unrealized -6.3%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $134.60 Unrealized +16.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $181.01 Unrealized +12.5%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $204.14 Unrealized -27.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $25.28 Unrealized +71.4%
CHARGEPOINT HLDGS INC CL A 0.0%
Value ($000) $3 Shares 166 Est. Cost $18.07 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $54.63 Unrealized 0.0%
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.05 Unrealized +41.9%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.84 Unrealized -24.9%
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $37.97 Unrealized +65.7%
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $2 Shares 189 Est. Cost $21.59 Unrealized -30.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $214.58 Unrealized +12.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +58.9%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $15.93 Unrealized +179.7%
ONCY ONCOLYTICS BIOTECH INC REGISTERED SHS ISIN#CA6823108759 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.40 Unrealized -30.0%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $150.83 Unrealized -63.6%
AMLP ALPS ETF TR ALERIAN MLP ETF NEW 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $2 Shares 3 Est. Cost $768.01 Unrealized 0.0%
IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 0.0%
Value ($000) $2 Shares 99 Est. Cost $12.44 Unrealized +49.2%
SLVM SYLVAMO CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.31 Unrealized +13.9%
HTZ HERTZ GLOBAL HLDGS INC NEW COM NEW 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.48 Unrealized -17.6%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.45 Unrealized +113.8%
SUMO LOGIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.62 Unrealized +37.3%
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISIN#CA1125851040 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $1 Shares 24 Est. Cost $35.88 Unrealized +24.4%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $11.51 Unrealized 0.0%
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.09 Unrealized +50.9%
BED BATH & BEYOND INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MAXEON SOLAR TECHNOLOGIES LTD ORD SHS ISIN#SGXZ25336314 0.0%
Value ($000) $1 Shares 84 Est. Cost $23.81 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $19.82 Unrealized +37.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
CXW CORECIVIC INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.19 Unrealized +36.0%
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +34.2%
WB WEIBO CORP SPONS ADR ISIN#US9485961018 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
RITE AID CORP COM PAR $1 00 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.22 Unrealized +18.0%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $115.22 Unrealized -47.2%
OBE OBSIDIAN ENERGY LTD REGISTERED SHS ISIN#CA6744822033 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.30 Unrealized 0.0%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BAUDAX BIO INC COM NEW 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.13 Unrealized +6.3%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.63 Unrealized +28.2%
AQUABOUNTY TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AURORA CANNABIS INC REGISTERED SHS ISIN#CA05156X8843 0.0%
Value ($000) $0 Shares 41 Est. Cost Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.38 Unrealized -14.6%