Delos Wealth Advisors, LLC Diversified Active

CIK: 0001878326 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $101,466 (100.0% shares, 0.0% debt)

Holdings (269)

RPV INVESCO EXCHANGE TRADED FD T 5.0%
Value ($000) $5,110 Shares 59,656 Est. Cost $78.44 Unrealized
IVOL KRANESHARES TR 4.4%
Value ($000) $4,462 Shares 174,165 Est. Cost $27.63 Unrealized
MINT PIMCO ETF TR 4.1%
Value ($000) $4,148 Shares 41,410 Est. Cost $100.17 Unrealized
XLV SELECT SECTOR SPDR TR 3.9%
Value ($000) $3,919 Shares 28,606 Est. Cost $129.05 Unrealized
XLE SELECT SECTOR SPDR TR 3.5%
Value ($000) $3,520 Shares 46,044 Est. Cost $52.88 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 3.4%
Value ($000) $3,449 Shares 49,016 Est. Cost $66.39 Unrealized
STLD STEEL DYNAMICS INC 3.4%
Value ($000) $3,416 Shares 40,942 Est. Cost $55.30 Unrealized +14.7%
IYR ISHARES TR 3.3%
Value ($000) $3,371 Shares 31,152 Est. Cost $102.71 Unrealized
XLB SELECT SECTOR SPDR TR 2.9%
Value ($000) $2,941 Shares 33,359 Est. Cost $81.22 Unrealized
AGG ISHARES TR 2.9%
Value ($000) $2,917 Shares 27,232 Est. Cost $115.29 Unrealized
QUAL ISHARES TR 2.7%
Value ($000) $2,758 Shares 20,483 Est. Cost $132.96 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.6%
Value ($000) $2,654 Shares 39,558 Est. Cost $67.09 Unrealized
WM WASTE MGMT INC DEL 2.5%
Value ($000) $2,581 Shares 16,285 Est. Cost $130.45 Unrealized +9.3%
XLI SELECT SECTOR SPDR TR 2.5%
Value ($000) $2,573 Shares 24,988 Est. Cost $102.54 Unrealized
AEM AGNICO EAGLE MINES LTD 2.5%
Value ($000) $2,541 Shares 41,493 Est. Cost $49.03 Unrealized 0.0%
TDTT FLEXSHARES TR 2.4%
Value ($000) $2,439 Shares 94,116 Est. Cost $25.91 Unrealized
GLD SPDR GOLD TR 2.4%
Value ($000) $2,411 Shares 13,348 Est. Cost $165.86 Unrealized
SMH VANECK ETF TRUST 2.3%
Value ($000) $2,337 Shares 8,662 Est. Cost $261.33 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $2,314 Shares 30,468 Est. Cost $75.17 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $2,311 Shares 12,573 Est. Cost $187.89 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 2.2%
Value ($000) $2,201 Shares 34,533 Est. Cost $65.28 Unrealized
TIP ISHARES TR 2.2%
Value ($000) $2,185 Shares 17,538 Est. Cost $128.05 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 2.1%
Value ($000) $2,156 Shares 14,140 Est. Cost $157.74 Unrealized
IYT ISHARES TR 2.1%
Value ($000) $2,107 Shares 7,805 Est. Cost $256.65 Unrealized
FLRN SPDR SER TR 2.0%
Value ($000) $2,040 Shares 66,923 Est. Cost $30.48 Unrealized
CMA COMERICA INC 2.0%
Value ($000) $2,026 Shares 22,403 Est. Cost $59.08 Unrealized +31.8%
AAPL APPLE INC 2.0%
Value ($000) $1,989 Shares 11,393 Est. Cost $126.86 Unrealized +29.9%
MSFT MICROSOFT CORP 1.9%
Value ($000) $1,940 Shares 6,291 Est. Cost $251.15 Unrealized +16.0%
RSPU INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $1,867 Shares 15,439 Est. Cost $120.93 Unrealized
CAT CATERPILLAR INC 1.7%
Value ($000) $1,714 Shares 7,693 Est. Cost $204.07 Unrealized -4.2%
XLP SELECT SECTOR SPDR TR 1.7%
Value ($000) $1,707 Shares 22,488 Est. Cost $75.91 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $1,679 Shares 515 Est. Cost $165.90 Unrealized -6.9%
KBA KRANESHARES TR 1.5%
Value ($000) $1,561 Shares 42,610 Est. Cost $36.65 Unrealized
FDX FEDEX CORP 1.5%
Value ($000) $1,500 Shares 6,483 Est. Cost $258.86 Unrealized -16.5%
GOOGL ALPHABET INC 1.1%
Value ($000) $1,079 Shares 388 Est. Cost $124.21 Unrealized +8.5%
USO UNITED STS OIL FD LP 1.0%
Value ($000) $1,016 Shares 13,714 Est. Cost $49.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $903 Shares 12,358 Est. Cost $56.83 Unrealized 0.0%
GOOG ALPHABET INC 0.7%
Value ($000) $746 Shares 267 Est. Cost $118.29 Unrealized +14.1%
SHY ISHARES TR 0.7%
Value ($000) $687 Shares 8,247 Est. Cost $86.12 Unrealized
COPX GLOBAL X FDS 0.5%
Value ($000) $487 Shares 10,697 Est. Cost $37.15 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $486 Shares 1,360 Est. Cost $354.85 Unrealized -0.9%
CORN TEUCRIUM COMMODITY TR 0.5%
Value ($000) $470 Shares 17,290 Est. Cost $21.37 Unrealized
WOOD ISHARES TR 0.4%
Value ($000) $413 Shares 4,622 Est. Cost $86.92 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $392 Shares 2,410 Est. Cost $116.69 Unrealized +5.2%
GMGI GOLDEN MATRIX GROUP INC 0.4%
Value ($000) $357 Shares 52,000 Est. Cost $6.25 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $328 Shares 1,479 Est. Cost $221.75 Unrealized -5.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $310 Shares 539 Est. Cost $415.80 Unrealized +20.4%
HD HOME DEPOT INC 0.2%
Value ($000) $204 Shares 681 Est. Cost $291.42 Unrealized +7.7%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $189 Shares 1,648 Est. Cost $117.05 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $181 Shares 400 Est. Cost $438.43 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $173 Shares 2,355 Est. Cost $79.06 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $155 Shares 13,863 Est. Cost $9.48 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $146 Shares 1,254 Est. Cost $124.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $141 Shares 400 Est. Cost $298.68 Unrealized +8.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $121 Shares 442 Est. Cost $26.28 Unrealized -4.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $118 Shares 548 Est. Cost $176.01 Unrealized +0.7%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $100 Shares 1,107 Est. Cost $66.78 Unrealized +4.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $91 Shares 570 Est. Cost $147.95 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $86 Shares 804 Est. Cost $106.97 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $83 Shares 833 Est. Cost $77.74 Unrealized +11.6%
DE DEERE & CO 0.1%
Value ($000) $79 Shares 191 Est. Cost $334.03 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $79 Shares 445 Est. Cost $145.08 Unrealized +4.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $79 Shares 261 Est. Cost $340.99 Unrealized -14.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $74 Shares 1,322 Est. Cost $50.43 Unrealized -0.3%
IXUS ISHARES TR 0.1%
Value ($000) $73 Shares 1,090 Est. Cost $69.28 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $73 Shares 3,850 Est. Cost $13.98 Unrealized +1.5%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $71 Shares 530 Est. Cost $102.94 Unrealized +12.4%
ABBV ABBVIE INC 0.1%
Value ($000) $70 Shares 434 Est. Cost $101.55 Unrealized +24.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $61 Shares 247 Est. Cost $223.59 Unrealized +1.9%
ITOT ISHARES TR 0.1%
Value ($000) $60 Shares 593 Est. Cost $99.49 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $58 Shares 779 Est. Cost $63.23 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $55 Shares 406 Est. Cost $147.77 Unrealized -9.5%
MTN VAIL RESORTS INC 0.1%
Value ($000) $52 Shares 199 Est. Cost $308.42 Unrealized -11.8%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $51 Shares 1,227 Est. Cost $39.29 Unrealized +3.9%
ORCL ORACLE CORP 0.0%
Value ($000) $49 Shares 590 Est. Cost $88.90 Unrealized -13.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $48 Shares 94 Est. Cost $401.83 Unrealized +12.3%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $42 Shares 6,012 Est. Cost $8.82 Unrealized
BA BOEING CO 0.0%
Value ($000) $38 Shares 197 Est. Cost $211.74 Unrealized -5.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $37 Shares 241 Est. Cost $134.13 Unrealized +6.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $36 Shares 52 Est. Cost $611.44 Unrealized +2.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $36 Shares 197 Est. Cost $168.27 Unrealized -6.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $35 Shares 2,100 Est. Cost $13.35 Unrealized +12.1%
AVGO BROADCOM INC 0.0%
Value ($000) $35 Shares 55 Est. Cost $51.79 Unrealized +6.4%
MRK MERCK & CO INC 0.0%
Value ($000) $34 Shares 420 Est. Cost $69.89 Unrealized -0.1%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $34 Shares 82 Est. Cost $405.71 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $34 Shares 310 Est. Cost $109.50 Unrealized -14.5%
UNP UNION PAC CORP 0.0%
Value ($000) $33 Shares 120 Est. Cost $214.98 Unrealized +7.3%
META META PLATFORMS INC 0.0%
Value ($000) $32 Shares 143 Est. Cost $324.22 Unrealized -23.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $31 Shares 816 Est. Cost $37.99 Unrealized
BLACKROCK INC 0.0%
Value ($000) $30 Shares 39 Est. Cost $877.21 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $30 Shares 324 Est. Cost $76.31 Unrealized +8.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $28 Shares 1,250 Est. Cost $19.19 Unrealized +3.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $28 Shares 124 Est. Cost $202.78 Unrealized -2.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $28 Shares 183 Est. Cost $143.97 Unrealized +6.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $28 Shares 116 Est. Cost $183.27 Unrealized +11.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $28 Shares 186 Est. Cost $173.96 Unrealized -10.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $158.35 Unrealized -10.8%
TGT TARGET CORP 0.0%
Value ($000) $26 Shares 124 Est. Cost $214.19 Unrealized -10.7%
NOW SERVICENOW INC 0.0%
Value ($000) $25 Shares 45 Est. Cost $131.29 Unrealized -14.7%
LLY LILLY ELI & CO 0.0%
Value ($000) $25 Shares 89 Est. Cost $243.85 Unrealized +1.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $24 Shares 143 Est. Cost $156.21 Unrealized -4.8%
EMXC ISHARES INC 0.0%
Value ($000) $24 Shares 414 Est. Cost $60.89 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $24 Shares 126 Est. Cost $195.40 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $23 Shares 42 Est. Cost $714.29 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $22 Shares 353 Est. Cost $54.87 Unrealized +6.9%
PFE PFIZER INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $40.23 Unrealized +5.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $21 Shares 18 Est. Cost $1468.10 Unrealized -25.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $119.00 Unrealized -11.7%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $21 Shares 503 Est. Cost $41.75 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 49 Est. Cost $387.57 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $21 Shares 500 Est. Cost $28.71 Unrealized +25.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $21 Shares 49 Est. Cost $416.67 Unrealized -2.5%
KLAC KLA CORP 0.0%
Value ($000) $20 Shares 54 Est. Cost $344.11 Unrealized +4.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $20 Shares 119 Est. Cost $161.38 Unrealized -6.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $68.08 Unrealized +11.0%
CSX CSX CORP 0.0%
Value ($000) $19 Shares 495 Est. Cost $30.96 Unrealized +8.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $19 Shares 74 Est. Cost $221.28 Unrealized -2.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 163 Est. Cost $115.29 Unrealized -0.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 Shares 54 Est. Cost $343.31 Unrealized -7.2%
CB CHUBB LIMITED 0.0%
Value ($000) $18 Shares 83 Est. Cost $177.58 Unrealized +8.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $18 Shares 216 Est. Cost $53.39 Unrealized +27.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $18 Shares 95 Est. Cost $174.29 Unrealized -0.1%
NKE NIKE INC 0.0%
Value ($000) $17 Shares 125 Est. Cost $139.38 Unrealized -5.3%
KO COCA COLA CO 0.0%
Value ($000) $17 Shares 270 Est. Cost $49.17 Unrealized +10.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $17 Shares 128 Est. Cost $106.49 Unrealized +5.3%
EXC EXELON CORP 0.0%
Value ($000) $17 Shares 354 Est. Cost $27.36 Unrealized +34.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $16 Shares 24 Est. Cost $123.22 Unrealized -33.4%
EBAY EBAY INC. 0.0%
Value ($000) $16 Shares 275 Est. Cost $66.02 Unrealized -18.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $16 Shares 340 Est. Cost $47.04 Unrealized -8.9%
PEP PEPSICO INC 0.0%
Value ($000) $16 Shares 93 Est. Cost $143.45 Unrealized +3.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $16 Shares 115 Est. Cost $106.90 Unrealized +6.9%
USB US BANCORP DEL 0.0%
Value ($000) $15 Shares 274 Est. Cost $48.84 Unrealized -2.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $15 Shares 147 Est. Cost $61.54 Unrealized +29.4%
SEIC SEI INVTS CO 0.0%
Value ($000) $15 Shares 248 Est. Cost $58.40 Unrealized -3.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $14 Shares 46 Est. Cost $125.25 Unrealized +21.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $14 Shares 129 Est. Cost $108.53 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $184.82 Unrealized +8.6%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $14 Shares 116 Est. Cost $105.01 Unrealized -0.4%
ABT ABBOTT LABS 0.0%
Value ($000) $14 Shares 115 Est. Cost $113.01 Unrealized +2.1%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $14 Shares 350 Est. Cost $30.32 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $14 Shares 125 Est. Cost $86.27 Unrealized +3.4%
EOG EOG RES INC 0.0%
Value ($000) $14 Shares 115 Est. Cost $73.31 Unrealized +27.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $30.66 Unrealized +8.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $14 Shares 248 Est. Cost $47.51 Unrealized +6.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $13 Shares 62 Est. Cost $205.01 Unrealized -0.7%
KELLOGG CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.09 Unrealized +2.9%
MBB ISHARES TR 0.0%
Value ($000) $13 Shares 130 Est. Cost $109.23 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $22.75 Unrealized +12.3%
ATLASSIAN CORP PLC 0.0%
Value ($000) $13 Shares 44 Est. Cost $256.14 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $13 Shares 410 Est. Cost $29.12 Unrealized +2.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $13 Shares 149 Est. Cost $52.29 Unrealized +33.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $13 Shares 120 Est. Cost $107.05 Unrealized +11.5%
USIG ISHARES TR 0.0%
Value ($000) $12 Shares 218 Est. Cost $56.39 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 250 Est. Cost $44.41 Unrealized +9.2%
LINDE PLC 0.0%
Value ($000) $12 Shares 39 Est. Cost $358.97 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.81 Unrealized -17.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $12 Shares 27 Est. Cost $348.21 Unrealized +11.3%
CERNER CORP 0.0%
Value ($000) $12 Shares 132 Est. Cost $90.91 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $424.94 Unrealized +5.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $186.71 Unrealized -8.8%
IJH ISHARES TR 0.0%
Value ($000) $11 Shares 40 Est. Cost $275.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $11 Shares 25 Est. Cost $365.10 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $11 Shares 80 Est. Cost $146.80 Unrealized -2.7%
APPN APPIAN CORP 0.0%
Value ($000) $10 Shares 168 Est. Cost $113.60 Unrealized -50.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $10 Shares 100 Est. Cost $119.20 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $10 Shares 23 Est. Cost $584.42 Unrealized -17.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 64 Est. Cost $155.84 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $10 Shares 69 Est. Cost $155.46 Unrealized -5.2%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $9 Shares 135 Est. Cost $60.31 Unrealized +4.7%
USMV ISHARES TR 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $9 Shares 119 Est. Cost $84.03 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.25 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 72 Est. Cost $166.67 Unrealized
PROSHARES TR II 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $6.00 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $9 Shares 55 Est. Cost $102.35 Unrealized +32.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 33 Est. Cost $292.73 Unrealized -2.2%
DOW DOW INC 0.0%
Value ($000) $9 Shares 137 Est. Cost $45.04 Unrealized +7.1%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $167.31 Unrealized +1.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 72 Est. Cost $223.60 Unrealized -48.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $8 Shares 95 Est. Cost $95.95 Unrealized -14.6%
AEE AMEREN CORP 0.0%
Value ($000) $8 Shares 89 Est. Cost $75.02 Unrealized +3.7%
CRM SALESFORCE COM INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $270.34 Unrealized -21.3%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $206.31 Unrealized +3.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $7 Shares 118 Est. Cost $47.25 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $7 Shares 3 Est. Cost $2332.00 Unrealized -1.4%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $7 Shares 83 Est. Cost $96.39 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $7 Shares 33 Est. Cost $163.59 Unrealized +12.7%
LOW LOWES COS INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $211.56 Unrealized +0.9%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $591.84 Unrealized -17.8%
WMT WALMART INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $45.19 Unrealized -1.3%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $6 Shares 33 Est. Cost $198.94 Unrealized -12.8%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $353.72 Unrealized -58.5%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 66 Est. Cost $64.72 Unrealized +12.5%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $5 Shares 30 Est. Cost $118.44 Unrealized +9.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $99.45 Unrealized +7.5%
SON SONOCO PRODS CO 0.0%
Value ($000) $5 Shares 86 Est. Cost $51.08 Unrealized -2.4%
MASI MASIMO CORP 0.0%
Value ($000) $4 Shares 26 Est. Cost $228.17 Unrealized -15.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $88.28 Unrealized +24.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 13 Est. Cost $250.29 Unrealized +1.1%
DTST DATA STORAGE CORP 0.0%
Value ($000) $4 Shares 1,125 Est. Cost $3.06 Unrealized +6.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $3 Shares 13 Est. Cost $222.12 Unrealized +8.5%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.79 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $195.61 Unrealized +9.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $260.73 Unrealized -11.1%
ABNB AIRBNB INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $156.89 Unrealized +1.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 4 Est. Cost $750.00 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 20 Est. Cost $162.50 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $77.78 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $2 Shares 37 Est. Cost $27.03 Unrealized
IAU GOLD TR 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $79.88 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.26 Unrealized -1.8%
NET CLOUDFLARE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $82.78 Unrealized +26.0%
NIO NIO INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $53.33 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.52 Unrealized +3.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $154.74 Unrealized -12.9%
SPARTANNASH CO 0.0%
Value ($000) $2 Shares 52 Est. Cost $19.60 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $217.09 Unrealized +43.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 28 Est. Cost $70.29 Unrealized +3.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 10 Est. Cost $244.25 Unrealized
MMM 3M CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.42 Unrealized -18.4%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.62 Unrealized
TEAM INC 0.0%
Value ($000) $1 Shares 372 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $231.94 Unrealized -47.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1 Shares 29 Est. Cost $23.76 Unrealized
JOB GEE GROUP INC 0.0%
Value ($000) $1 Shares 2,110 Est. Cost $0.48 Unrealized +14.9%
CLOU GLOBAL X FDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.64 Unrealized -0.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.81 Unrealized +10.4%
SE SEA LTD 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
HYLN HYLIION HOLDINGS CORP 0.0%
Value ($000) $1 Shares 270 Est. Cost $10.46 Unrealized -57.8%
JD JD.COM INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.00 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $255.92 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $115.00 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 102 Est. Cost $11.19 Unrealized -1.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.08 Unrealized
ZYNGA INC 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.28 Unrealized -13.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $23.66 Unrealized -43.6%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.48 Unrealized -28.1%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $1 Shares 447 Est. Cost $2.24 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $1 Shares 68 Est. Cost $15.81 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $215.19 Unrealized -13.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.29 Unrealized +65.2%
PETV PETVIVO HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.46 Unrealized -63.6%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 14 Est. Cost $26.93 Unrealized +6.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
OZK BANK OZK 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.01 Unrealized +3.1%
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $69.72 Unrealized -60.8%
EWW ISHARES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.02 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $333.04 Unrealized -59.2%
INVITAE CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FVRR FIVERR INTL LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $207.44 Unrealized -61.8%
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.05 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $16.91 Unrealized -11.8%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $90.80 Unrealized -68.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.85 Unrealized
SKT TANGER FACTORY OUTLET CTRS I 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
STEEL CONNECT INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.09 Unrealized +44.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized -15.1%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.81 Unrealized
SILVERSUN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $162.03 Unrealized -55.5%
SKILLZ INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $22.22 Unrealized