IronBridge Private Wealth, LLC Diversified Active

CIK: 0001850996 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Jun 21, 2021

Total Value ($000): $157,373 (100.0% shares, 0.0% debt)

Holdings (277)

SPY SPDR S&P 500 ETF TR 11.7%
Value ($000) $18,426 Shares 46,492 Est. Cost $374.98 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 6.8%
Value ($000) $10,675 Shares 211,477 Est. Cost $50.58 Unrealized
GBIL GOLDMAN SACHS ETF TR 6.1%
Value ($000) $9,645 Shares 96,321 Est. Cost $100.13 Unrealized
XLE SELECT SECTOR SPDR TR 5.4%
Value ($000) $8,514 Shares 173,538 Est. Cost $49.06 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 5.0%
Value ($000) $7,818 Shares 134,325 Est. Cost $58.20 Unrealized
XLC SELECT SECTOR SPDR TR 4.8%
Value ($000) $7,504 Shares 102,340 Est. Cost $73.32 Unrealized
VOX VANGUARD WORLD FDS 4.4%
Value ($000) $6,914 Shares 53,179 Est. Cost $130.01 Unrealized
IMVP INVESCO INDIA EXCHANGE-TRADE 3.5%
Value ($000) $5,487 Shares 222,775 Est. Cost $24.63 Unrealized
ETF MANAGERS TR 3.3%
Value ($000) $5,142 Shares 93,653 Est. Cost $57.45 Unrealized
NVDA NVIDIA CORPORATION 3.2%
Value ($000) $5,042 Shares 9,444 Est. Cost $13.35 Unrealized +0.4%
EXPE EXPEDIA GROUP INC 3.2%
Value ($000) $4,979 Shares 28,929 Est. Cost $111.79 Unrealized +36.6%
CHIQ GLOBAL X FDS 3.0%
Value ($000) $4,746 Shares 141,745 Est. Cost $33.48 Unrealized
SBUX STARBUCKS CORP 2.8%
Value ($000) $4,379 Shares 40,075 Est. Cost $86.50 Unrealized +8.7%
EBAY EBAY INC. 2.8%
Value ($000) $4,345 Shares 70,951 Est. Cost $53.20 Unrealized 0.0%
AVGO BROADCOM INC 2.7%
Value ($000) $4,246 Shares 9,158 Est. Cost $41.65 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 2.6%
Value ($000) $4,122 Shares 72,317 Est. Cost $43.27 Unrealized +10.8%
AES AES CORP 2.6%
Value ($000) $4,035 Shares 150,515 Est. Cost $22.23 Unrealized 0.0%
AMZN AMAZON COM INC 2.6%
Value ($000) $4,032 Shares 1,303 Est. Cost $159.51 Unrealized -0.6%
INTU INTUIT 2.5%
Value ($000) $3,947 Shares 10,304 Est. Cost $340.30 Unrealized +9.8%
BIL SPDR SER TR 2.4%
Value ($000) $3,805 Shares 41,587 Est. Cost $91.49 Unrealized
NFLX NETFLIX INC 2.3%
Value ($000) $3,614 Shares 6,927 Est. Cost $50.70 Unrealized +4.6%
BRO BROWN & BROWN INC 2.3%
Value ($000) $3,587 Shares 78,483 Est. Cost $44.46 Unrealized -0.1%
AMP AMERIPRISE FINL INC 2.3%
Value ($000) $3,567 Shares 15,346 Est. Cost $200.84 Unrealized 0.0%
EMN EASTMAN CHEM CO 2.0%
Value ($000) $3,218 Shares 29,223 Est. Cost $78.37 Unrealized +16.5%
NXPI NXP SEMICONDUCTORS N V 1.8%
Value ($000) $2,833 Shares 14,072 Est. Cost $167.49 Unrealized 0.0%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $2,829 Shares 14,969 Est. Cost $134.60 Unrealized +12.5%
NFLX NETFLIX INC 0.8%
Value ($000) $1,252 Shares 2,400 Est. Cost $50.70 Unrealized +4.6%
EZPW EZCORP INC 0.4%
Value ($000) $693 Shares 139,472 Est. Cost $5.03 Unrealized -0.1%
AAPL APPLE INC 0.4%
Value ($000) $611 Shares 5,000 Est. Cost $117.01 Unrealized +6.9%
AAPL APPLE INC 0.4%
Value ($000) $588 Shares 4,815 Est. Cost $117.01 Unrealized +6.9%
MSFT MICROSOFT CORP 0.3%
Value ($000) $515 Shares 2,185 Est. Cost $206.04 Unrealized +8.2%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $349 Shares 3,614 Est. Cost $75.68 Unrealized -0.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $331 Shares 2,173 Est. Cost $98.14 Unrealized +29.7%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $331 Shares 1,198 Est. Cost $223.05 Unrealized +8.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $191 Shares 3,413 Est. Cost $30.36 Unrealized +42.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $167 Shares 2,127 Est. Cost $86.30 Unrealized -0.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $158 Shares 7,190 Est. Cost $21.97 Unrealized
DCP MIDSTREAM LP 0.1%
Value ($000) $151 Shares 6,963 Est. Cost $21.69 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $132 Shares 17,186 Est. Cost $6.83 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $123 Shares 2,500 Est. Cost $49.06 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $122 Shares 2,364 Est. Cost $35.27 Unrealized +15.1%
META FACEBOOK INC 0.1%
Value ($000) $113 Shares 382 Est. Cost $272.24 Unrealized -1.8%
HAE HAEMONETICS CORP MASS 0.1%
Value ($000) $111 Shares 1,000 Est. Cost $107.66 Unrealized +14.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $109 Shares 739 Est. Cost $140.73 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $106 Shares 894 Est. Cost $110.74 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $105 Shares 1,000 Est. Cost $65.02 Unrealized +22.4%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $100 Shares 566 Est. Cost $188.09 Unrealized -5.7%
LFUS LITTELFUSE INC 0.1%
Value ($000) $88 Shares 333 Est. Cost $221.42 Unrealized +20.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $83 Shares 181 Est. Cost $462.59 Unrealized +1.8%
FCN FTI CONSULTING INC 0.1%
Value ($000) $82 Shares 586 Est. Cost $107.68 Unrealized +10.0%
U S CONCRETE INC 0.1%
Value ($000) $80 Shares 1,089 Est. Cost $40.40 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $78 Shares 792 Est. Cost $76.93 Unrealized +4.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $74 Shares 399 Est. Cost $140.23 Unrealized +28.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $72 Shares 439 Est. Cost $127.53 Unrealized +10.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $61 Shares 218 Est. Cost $247.58 Unrealized -3.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $57 Shares 264 Est. Cost $163.73 Unrealized +7.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $55 Shares 50 Est. Cost $104.97 Unrealized +15.1%
DOV DOVER CORP 0.0%
Value ($000) $53 Shares 388 Est. Cost $111.11 Unrealized +7.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $53 Shares 3,198 Est. Cost $11.56 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $52 Shares 482 Est. Cost $78.94 Unrealized +12.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $50 Shares 2,095 Est. Cost $17.83 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $44 Shares 236 Est. Cost $147.45 Unrealized +6.2%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $43 Shares 1,110 Est. Cost $36.94 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $43 Shares 65 Est. Cost $176.84 Unrealized +42.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $42 Shares 186 Est. Cost $196.00 Unrealized +1.4%
NATIONAL INSTRS CORP 0.0%
Value ($000) $41 Shares 958 Est. Cost $43.84 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $40 Shares 107 Est. Cost $308.19 Unrealized +3.7%
SNA SNAP ON INC 0.0%
Value ($000) $38 Shares 165 Est. Cost $146.41 Unrealized +18.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $38 Shares 163 Est. Cost $153.98 Unrealized +22.8%
SVB FINANCIAL GROUP 0.0%
Value ($000) $37 Shares 75 Est. Cost $386.67 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $36 Shares 111 Est. Cost $400.29 Unrealized -8.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $35 Shares 702 Est. Cost $50.00 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $34 Shares 268 Est. Cost $131.57 Unrealized +4.1%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $34 Shares 440 Est. Cost $59.68 Unrealized +21.5%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $34 Shares 254 Est. Cost $107.80 Unrealized +9.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $197.01 Unrealized +40.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $33 Shares 512 Est. Cost $42.34 Unrealized +34.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $33 Shares 361 Est. Cost $66.82 Unrealized +16.5%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $32 Shares 260 Est. Cost $36.23 Unrealized +14.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $31 Shares 406 Est. Cost $58.43 Unrealized +11.7%
TGT TARGET CORP 0.0%
Value ($000) $31 Shares 157 Est. Cost $144.87 Unrealized +12.7%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $1.58 Unrealized +84.3%
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $30 Shares 455 Est. Cost $63.95 Unrealized +21.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $30 Shares 263 Est. Cost $84.80 Unrealized +9.8%
T AT&T INC 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $16.14 Unrealized 0.0%
NIC INC 0.0%
Value ($000) $29 Shares 864 Est. Cost $25.52 Unrealized
MMM 3M CO 0.0%
Value ($000) $29 Shares 151 Est. Cost $117.52 Unrealized +6.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $29 Shares 218 Est. Cost $124.71 Unrealized +4.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $28 Shares 107 Est. Cost $224.01 Unrealized +4.7%
NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value ($000) $25 Shares 1,770 Est. Cost $31.36 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $25 Shares 1,193 Est. Cost $11.80 Unrealized +35.9%
BLUEKNIGHT ENERGY PARTNERS L 0.0%
Value ($000) $25 Shares 7,590 Est. Cost $2.04 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $25 Shares 544 Est. Cost $33.09 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $25 Shares 116 Est. Cost $197.47 Unrealized +2.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $24 Shares 618 Est. Cost $23.04 Unrealized +37.3%
PPG PPG INDS INC 0.0%
Value ($000) $23 Shares 151 Est. Cost $125.98 Unrealized +3.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $23 Shares 306 Est. Cost $53.24 Unrealized +11.8%
GOOG ALPHABET INC 0.0%
Value ($000) $23 Shares 11 Est. Cost $83.74 Unrealized +17.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $22 Shares 65 Est. Cost $257.79 Unrealized +20.2%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $21 Shares 260 Est. Cost $73.08 Unrealized
FMC FMC CORP 0.0%
Value ($000) $21 Shares 190 Est. Cost $94.79 Unrealized -0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $20 Shares 43 Est. Cost $536.82 Unrealized -9.8%
LDI LOANDEPOT INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.29 Unrealized 0.0%
IMTM ISHARES TR 0.0%
Value ($000) $20 Shares 519 Est. Cost $37.65 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $20 Shares 521 Est. Cost $23.66 Unrealized +29.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $19 Shares 818 Est. Cost $19.42 Unrealized -3.2%
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $19 Shares 336 Est. Cost $48.09 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $19 Shares 115 Est. Cost $130.43 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $19 Shares 400 Est. Cost $35.38 Unrealized +21.6%
KBE SPDR SER TR 0.0%
Value ($000) $18 Shares 350 Est. Cost $42.86 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $18 Shares 135 Est. Cost $123.16 Unrealized -6.1%
XILINX INC 0.0%
Value ($000) $17 Shares 138 Est. Cost $144.93 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $17 Shares 101 Est. Cost $207.44 Unrealized -12.3%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $17 Shares 162 Est. Cost $93.21 Unrealized +9.6%
MCO MOODYS CORP 0.0%
Value ($000) $17 Shares 56 Est. Cost $267.92 Unrealized +0.9%
ABT ABBOTT LABS 0.0%
Value ($000) $17 Shares 141 Est. Cost $99.26 Unrealized +9.4%
AON AON PLC 0.0%
Value ($000) $16 Shares 69 Est. Cost $196.52 Unrealized +8.1%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 61 Est. Cost $278.69 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $16 Shares 76 Est. Cost $195.56 Unrealized +8.0%
BLKB BLACKBAUD INC 0.0%
Value ($000) $15 Shares 204 Est. Cost $55.62 Unrealized +24.1%
IPAR INTER PARFUMS INC 0.0%
Value ($000) $15 Shares 215 Est. Cost $50.31 Unrealized +34.9%
DORM DORMAN PRODS INC 0.0%
Value ($000) $15 Shares 149 Est. Cost $92.69 Unrealized +7.6%
PFE PFIZER INC 0.0%
Value ($000) $15 Shares 425 Est. Cost $28.63 Unrealized -2.1%
SABR SABRE CORP 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $9.25 Unrealized +46.5%
QLYS QUALYS INC 0.0%
Value ($000) $15 Shares 147 Est. Cost $101.58 Unrealized +10.2%
ITOT ISHARES TR 0.0%
Value ($000) $14 Shares 158 Est. Cost $88.61 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $103.86 Unrealized +19.7%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $13.86 Unrealized +39.2%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $14 Shares 215 Est. Cost $64.34 Unrealized +7.0%
KO COCA COLA CO 0.0%
Value ($000) $14 Shares 258 Est. Cost $44.27 Unrealized -2.0%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $13 Shares 335 Est. Cost $25.66 Unrealized +18.8%
CSL CARLISLE COS INC 0.0%
Value ($000) $13 Shares 79 Est. Cost $132.46 Unrealized +9.5%
IART INTEGRA LIFESCIENCES HLDGS C 0.0%
Value ($000) $13 Shares 191 Est. Cost $53.81 Unrealized +25.9%
JJSF J & J SNACK FOODS CORP 0.0%
Value ($000) $13 Shares 81 Est. Cost $131.46 Unrealized +8.0%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $13 Shares 426 Est. Cost $17.89 Unrealized +30.9%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $12 Shares 227 Est. Cost $39.63 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $12 Shares 187 Est. Cost $58.88 Unrealized +4.7%
GRUBHUB INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $75.00 Unrealized
CORELOGIC INC 0.0%
Value ($000) $12 Shares 149 Est. Cost $80.25 Unrealized
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $12 Shares 52 Est. Cost $183.86 Unrealized +21.1%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $12 Shares 142 Est. Cost $72.85 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 296 Est. Cost $34.28 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $12 Shares 168 Est. Cost $64.44 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $43.98 Unrealized -3.9%
FORWARD AIR CORP 0.0%
Value ($000) $12 Shares 131 Est. Cost $76.34 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $11 Shares 109 Est. Cost $75.22 Unrealized +17.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $11 Shares 176 Est. Cost $50.03 Unrealized +2.0%
MOG/A MOOG INC 0.0%
Value ($000) $11 Shares 137 Est. Cost $69.75 Unrealized +9.4%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $11 Shares 282 Est. Cost $33.51 Unrealized +17.7%
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value ($000) $11 Shares 101 Est. Cost $80.68 Unrealized +13.9%
ENVESTNET INC 0.0%
Value ($000) $11 Shares 151 Est. Cost $78.42 Unrealized
CPRT COPART INC 0.0%
Value ($000) $11 Shares 103 Est. Cost $29.14 Unrealized -3.3%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $10 Shares 103 Est. Cost $91.78 Unrealized +11.6%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $10 Shares 84 Est. Cost $98.43 Unrealized +23.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 46 Est. Cost $217.39 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $10 Shares 126 Est. Cost $71.43 Unrealized
FTDR FRONTDOOR INC 0.0%
Value ($000) $10 Shares 190 Est. Cost $45.70 Unrealized +19.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $10 Shares 104 Est. Cost $56.32 Unrealized +20.4%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 96 Est. Cost $107.78 Unrealized
RLI RLI CORP 0.0%
Value ($000) $10 Shares 89 Est. Cost $39.52 Unrealized +11.7%
EFAV ISHARES TR 0.0%
Value ($000) $10 Shares 140 Est. Cost $71.43 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $10 Shares 188 Est. Cost $29.22 Unrealized +13.4%
KEX KIRBY CORP 0.0%
Value ($000) $10 Shares 159 Est. Cost $45.56 Unrealized +31.8%
CBZ CBIZ INC 0.0%
Value ($000) $9 Shares 277 Est. Cost $24.61 Unrealized +19.7%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 231 Est. Cost $33.64 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.45 Unrealized +20.7%
ALG ALAMO GROUP INC 0.0%
Value ($000) $9 Shares 55 Est. Cost $125.94 Unrealized +17.4%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $9 Shares 211 Est. Cost $36.03 Unrealized +8.3%
FIW FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 121 Est. Cost $74.38 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $9 Shares 104 Est. Cost $61.54 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $9 Shares 112 Est. Cost $64.22 Unrealized +28.5%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 99 Est. Cost $48.14 Unrealized +34.9%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 344 Est. Cost $23.26 Unrealized
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $8 Shares 164 Est. Cost $46.68 Unrealized +18.0%
CENT CENTRAL GARDEN & PET CO 0.0%
Value ($000) $8 Shares 145 Est. Cost $31.31 Unrealized +17.7%
MLAB MESA LABS INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $268.75 Unrealized +0.1%
PLUS EPLUS INC 0.0%
Value ($000) $8 Shares 78 Est. Cost $40.01 Unrealized +18.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $83.49 Unrealized +17.3%
SSD SIMPSON MFG INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $89.61 Unrealized +7.3%
MRK MERCK & CO. INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $64.85 Unrealized -2.8%
MNRO MONRO INC 0.0%
Value ($000) $8 Shares 119 Est. Cost $48.07 Unrealized +30.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $125.41 Unrealized +7.6%
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $7 Shares 83 Est. Cost $63.57 Unrealized +20.7%
UMPQUA HLDGS CORP 0.0%
Value ($000) $7 Shares 413 Est. Cost $14.53 Unrealized
RAVEN INDS INC 0.0%
Value ($000) $7 Shares 176 Est. Cost $34.09 Unrealized
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $7 Shares 107 Est. Cost $46.58 Unrealized +10.1%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $75.31 Unrealized +12.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 51 Est. Cost $93.41 Unrealized +5.0%
IWM ISHARES TR 0.0%
Value ($000) $7 Shares 33 Est. Cost $202.94 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.08 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $6 Shares 90 Est. Cost $66.67 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 84 Est. Cost $55.31 Unrealized +12.6%
CSX CSX CORP 0.0%
Value ($000) $6 Shares 60 Est. Cost $26.81 Unrealized +6.6%
IEF ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $125.00 Unrealized
GTN GRAY TELEVISION INC 0.0%
Value ($000) $6 Shares 301 Est. Cost $15.85 Unrealized +16.8%
SCL STEPAN CO 0.0%
Value ($000) $6 Shares 46 Est. Cost $117.73 Unrealized +5.2%
AAON AAON INC 0.0%
Value ($000) $6 Shares 82 Est. Cost $41.14 Unrealized +16.3%
UHT UNIVERSAL HEALTH RLTY INCM T 0.0%
Value ($000) $6 Shares 93 Est. Cost $64.52 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $45.59 Unrealized +1.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $51.88 Unrealized +20.1%
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $10.68 Unrealized +56.7%
YETI YETI HLDGS INC 0.0%
Value ($000) $6 Shares 79 Est. Cost $59.19 Unrealized +20.4%
FLIR SYS INC 0.0%
Value ($000) $6 Shares 99 Est. Cost $40.40 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $54.03 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $229.44 Unrealized -4.3%
RAVI FLEXSHARES TR 0.0%
Value ($000) $5 Shares 69 Est. Cost $76.28 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $5 Shares 165 Est. Cost $30.30 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $150.83 Unrealized -2.5%
CASS CASS INFORMATION SYS INC 0.0%
Value ($000) $5 Shares 108 Est. Cost $36.16 Unrealized +4.6%
KFRC KFORCE INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.39 Unrealized 0.0%
BCPC BALCHEM CORP 0.0%
Value ($000) $5 Shares 39 Est. Cost $102.27 Unrealized +15.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $49.54 Unrealized 0.0%
DRIL-QUIP INC 0.0%
Value ($000) $5 Shares 162 Est. Cost $30.86 Unrealized
SGOL ABERDEEN STD GOLD ETF TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
US ECOLOGY INC 0.0%
Value ($000) $5 Shares 121 Est. Cost $33.06 Unrealized
VEON LTD 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $1.67 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 53 Est. Cost $104.66 Unrealized -1.3%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $5 Shares 28 Est. Cost $174.22 Unrealized +2.9%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $5 Shares 58 Est. Cost $86.21 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 15 Est. Cost $333.33 Unrealized
NRC NATIONAL RESH CORP 0.0%
Value ($000) $5 Shares 97 Est. Cost $48.60 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $117.65 Unrealized
TECHTARGET INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $65.57 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $4 Shares 202 Est. Cost $16.54 Unrealized +10.0%
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $39.45 Unrealized +12.6%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 12 Est. Cost $250.00 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.45 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $58.48 Unrealized 0.0%
DGII DIGI INTL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.14 Unrealized +20.9%
CUBIC CORP 0.0%
Value ($000) $4 Shares 57 Est. Cost $70.18 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $4 Shares 71 Est. Cost $48.92 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 46 Est. Cost $65.22 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 43 Est. Cost $93.02 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $67.49 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.04 Unrealized +5.0%
IEI ISHARES TR 0.0%
Value ($000) $4 Shares 33 Est. Cost $134.62 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $242.47 Unrealized +0.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $107.90 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.29 Unrealized 0.0%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $3 Shares 215 Est. Cost $17.26 Unrealized -1.3%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $3 Shares 103 Est. Cost $17.68 Unrealized +13.4%
QUAL ISHARES TR 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $3 Shares 29 Est. Cost $65.02 Unrealized +22.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $119.35 Unrealized +2.0%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.53 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 89 Est. Cost $33.71 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $95.08 Unrealized +7.0%
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.10 Unrealized +22.4%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 114 Est. Cost $13.33 Unrealized -0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $31.24 Unrealized +23.6%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.0%
Value ($000) $2 Shares 107 Est. Cost $18.69 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $2 Shares 4 Est. Cost $500.00 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $46.93 Unrealized 0.0%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.07 Unrealized +42.5%
GORES HOLDINGS VI INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GOLD TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $23.81 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.20 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $179.43 Unrealized +13.8%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
DISCOVERY INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.60 Unrealized +24.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
TOTAL SE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ACNT SYNALLOY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.79 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.83 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.80 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 1,500 Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 65,000 Est. Cost Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized