Delos Wealth Advisors, LLC Diversified Active

CIK: 0001878326 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $89,470 (98.7% shares, 1.3% debt)

Holdings (255)

MINT PIMCO ETF TR 8.1%
Value ($000) $7,272 Shares 73,371 Est. Cost $99.71 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 4.8%
Value ($000) $4,328 Shares 57,642 Est. Cost $78.44 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 4.5%
Value ($000) $4,052 Shares 65,347 Est. Cost $65.09 Unrealized
XLV SELECT SECTOR SPDR TR 4.5%
Value ($000) $3,989 Shares 31,108 Est. Cost $128.98 Unrealized
TDTT FLEXSHARES TR 4.4%
Value ($000) $3,931 Shares 158,448 Est. Cost $25.47 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 4.0%
Value ($000) $3,620 Shares 31,688 Est. Cost $117.50 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 4.0%
Value ($000) $3,566 Shares 56,011 Est. Cost $66.05 Unrealized
XLP SELECT SECTOR SPDR TR 3.9%
Value ($000) $3,529 Shares 48,898 Est. Cost $73.89 Unrealized
FLRN SPDR SER TR 3.7%
Value ($000) $3,318 Shares 110,210 Est. Cost $30.33 Unrealized
IYR ISHARES TR 3.4%
Value ($000) $3,083 Shares 33,522 Est. Cost $101.95 Unrealized
IVOL KRANESHARES TR 3.3%
Value ($000) $2,992 Shares 118,062 Est. Cost $27.63 Unrealized
GLD SPDR GOLD TR 3.1%
Value ($000) $2,808 Shares 16,668 Est. Cost $166.38 Unrealized
AGG ISHARES TR 3.1%
Value ($000) $2,738 Shares 26,925 Est. Cost $115.29 Unrealized
WM WASTE MGMT INC DEL 2.8%
Value ($000) $2,538 Shares 16,588 Est. Cost $130.77 Unrealized +13.1%
STLD STEEL DYNAMICS INC 2.7%
Value ($000) $2,404 Shares 36,349 Est. Cost $55.30 Unrealized +36.8%
XLI SELECT SECTOR SPDR TR 2.6%
Value ($000) $2,320 Shares 26,568 Est. Cost $101.64 Unrealized
QUAL ISHARES TR 2.5%
Value ($000) $2,270 Shares 20,319 Est. Cost $132.96 Unrealized
XLE SELECT SECTOR SPDR TR 2.4%
Value ($000) $2,150 Shares 30,059 Est. Cost $52.88 Unrealized
AEM AGNICO EAGLE MINES LTD 2.2%
Value ($000) $1,938 Shares 42,362 Est. Cost $49.06 Unrealized +3.5%
QTEC FIRST TR NASDAQ 100 TECH IND 2.1%
Value ($000) $1,871 Shares 16,355 Est. Cost $151.87 Unrealized
XLB SELECT SECTOR SPDR TR 2.1%
Value ($000) $1,857 Shares 25,228 Est. Cost $81.22 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 2.1%
Value ($000) $1,839 Shares 23,877 Est. Cost $60.76 Unrealized +6.9%
CAT CATERPILLAR INC 1.9%
Value ($000) $1,680 Shares 9,396 Est. Cost $202.85 Unrealized -2.7%
MSFT MICROSOFT CORP 1.8%
Value ($000) $1,638 Shares 6,376 Est. Cost $251.32 Unrealized +4.8%
AAPL APPLE INC 1.8%
Value ($000) $1,574 Shares 11,516 Est. Cost $127.09 Unrealized +17.0%
RPG INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $1,454 Shares 9,848 Est. Cost $187.89 Unrealized
LNT ALLIANT ENERGY CORP 1.3%
Value ($000) $1,170 Shares 19,956 Est. Cost $53.50 Unrealized 0.0%
SLV ISHARES SILVER TR 1.3%
Value ($000) $1,130 Shares 50,000 Est. Cost Unrealized
SMH VANECK ETF TRUST 1.3%
Value ($000) $1,126 Shares 5,528 Est. Cost $261.33 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $1,063 Shares 10,005 Est. Cost $127.23 Unrealized -1.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $1,048 Shares 481 Est. Cost $122.78 Unrealized -4.8%
KBA KRANESHARES TR 1.0%
Value ($000) $886 Shares 22,831 Est. Cost $36.65 Unrealized
SHY ISHARES TR 0.8%
Value ($000) $698 Shares 8,435 Est. Cost $86.04 Unrealized
WMT WALMART INC 0.8%
Value ($000) $679 Shares 5,582 Est. Cost $44.04 Unrealized -0.0%
SPHB INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $616 Shares 10,509 Est. Cost $75.17 Unrealized
IYT ISHARES TR 0.7%
Value ($000) $582 Shares 2,735 Est. Cost $256.65 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $549 Shares 2,422 Est. Cost $258.86 Unrealized -24.0%
USO UNITED STS OIL FD LP 0.6%
Value ($000) $543 Shares 6,763 Est. Cost $49.92 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $367 Shares 168 Est. Cost $118.29 Unrealized -0.9%
GMGI GOLDEN MATRIX GROUP INC 0.3%
Value ($000) $254 Shares 56,650 Est. Cost $6.13 Unrealized -20.4%
TIP ISHARES TR 0.3%
Value ($000) $241 Shares 2,120 Est. Cost $128.05 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $170 Shares 1,648 Est. Cost $117.05 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $155 Shares 408 Est. Cost $437.28 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $147 Shares 2,355 Est. Cost $79.06 Unrealized
CORN TEUCRIUM COMMODITY TR 0.2%
Value ($000) $146 Shares 5,794 Est. Cost $21.37 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $138 Shares 13,863 Est. Cost $9.48 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $118 Shares 1,254 Est. Cost $124.17 Unrealized
WOOD ISHARES TR 0.1%
Value ($000) $116 Shares 1,563 Est. Cost $86.92 Unrealized
COPX GLOBAL X FDS 0.1%
Value ($000) $112 Shares 3,700 Est. Cost $37.15 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $79 Shares 445 Est. Cost $145.08 Unrealized +10.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $78 Shares 536 Est. Cost $116.69 Unrealized +22.3%
V VISA INC 0.1%
Value ($000) $75 Shares 383 Est. Cost $221.75 Unrealized -9.3%
ABBV ABBVIE INC 0.1%
Value ($000) $67 Shares 435 Est. Cost $101.55 Unrealized +32.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $67 Shares 442 Est. Cost $26.28 Unrealized -28.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $66 Shares 241 Est. Cost $298.68 Unrealized +5.0%
IXUS ISHARES TR 0.1%
Value ($000) $64 Shares 1,114 Est. Cost $69.02 Unrealized
DE DEERE & CO 0.1%
Value ($000) $57 Shares 191 Est. Cost $334.03 Unrealized +4.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $52 Shares 1,222 Est. Cost $50.43 Unrealized -15.1%
ITOT ISHARES TR 0.1%
Value ($000) $50 Shares 593 Est. Cost $99.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $48 Shares 94 Est. Cost $401.83 Unrealized +17.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $48 Shares 684 Est. Cost $63.23 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $46 Shares 406 Est. Cost $147.77 Unrealized -23.5%
GDX VANECK ETF TRUST 0.0%
Value ($000) $42 Shares 1,542 Est. Cost $32.93 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $41 Shares 590 Est. Cost $88.90 Unrealized -21.4%
MRK MERCK & CO INC 0.0%
Value ($000) $38 Shares 420 Est. Cost $69.89 Unrealized +13.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $38 Shares 1,228 Est. Cost $39.29 Unrealized -16.7%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $36 Shares 6,012 Est. Cost $8.82 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $35 Shares 241 Est. Cost $134.13 Unrealized +2.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $32 Shares 324 Est. Cost $76.31 Unrealized +11.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $31 Shares 52 Est. Cost $611.44 Unrealized +5.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $30 Shares 197 Est. Cost $168.27 Unrealized -10.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 235 Est. Cost $147.95 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $30 Shares 123 Est. Cost $223.59 Unrealized +1.2%
LLY LILLY ELI & CO 0.0%
Value ($000) $29 Shares 89 Est. Cost $243.85 Unrealized +19.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $28 Shares 310 Est. Cost $109.50 Unrealized -17.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $28 Shares 2,100 Est. Cost $13.35 Unrealized +2.1%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $27 Shares 82 Est. Cost $405.71 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $27 Shares 55 Est. Cost $51.79 Unrealized +1.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $26 Shares 124 Est. Cost $202.78 Unrealized -0.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $26 Shares 55 Est. Cost $415.80 Unrealized +16.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $26 Shares 116 Est. Cost $183.27 Unrealized +16.5%
UNP UNION PAC CORP 0.0%
Value ($000) $26 Shares 120 Est. Cost $214.98 Unrealized -2.9%
HD HOME DEPOT INC 0.0%
Value ($000) $24 Shares 87 Est. Cost $291.42 Unrealized -7.7%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $19.19 Unrealized -8.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $23 Shares 184 Est. Cost $143.97 Unrealized -13.2%
META META PLATFORMS INC 0.0%
Value ($000) $23 Shares 143 Est. Cost $324.22 Unrealized -40.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $22 Shares 353 Est. Cost $54.87 Unrealized +4.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $22 Shares 143 Est. Cost $156.21 Unrealized -2.9%
PFE PFIZER INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $40.23 Unrealized +4.4%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $20 Shares 180 Est. Cost $111.11 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 163 Est. Cost $115.29 Unrealized -6.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $19 Shares 49 Est. Cost $416.67 Unrealized -9.3%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $119.00 Unrealized -17.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $19 Shares 217 Est. Cost $53.39 Unrealized +49.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $19 Shares 74 Est. Cost $221.28 Unrealized +0.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $68.08 Unrealized +23.5%
LAM RESEARCH CORP 0.0%
Value ($000) $18 Shares 42 Est. Cost $714.29 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.71 Unrealized +33.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $18 Shares 128 Est. Cost $106.49 Unrealized +10.3%
KLAC KLA CORP 0.0%
Value ($000) $17 Shares 54 Est. Cost $344.11 Unrealized -5.9%
KO COCA COLA CO 0.0%
Value ($000) $17 Shares 270 Est. Cost $49.17 Unrealized +15.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $17 Shares 119 Est. Cost $161.38 Unrealized -8.5%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 49 Est. Cost $387.57 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $16 Shares 354 Est. Cost $27.36 Unrealized +50.7%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $16 Shares 350 Est. Cost $30.32 Unrealized +27.9%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 83 Est. Cost $177.58 Unrealized +10.5%
PEP PEPSICO INC 0.0%
Value ($000) $15 Shares 93 Est. Cost $143.45 Unrealized +4.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $15 Shares 54 Est. Cost $343.31 Unrealized -17.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 115 Est. Cost $106.90 Unrealized +12.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $174.29 Unrealized -16.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $14 Shares 74 Est. Cost $176.01 Unrealized -12.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $14 Shares 860 Est. Cost $13.98 Unrealized +9.5%
KELLOGG CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $51.09 Unrealized +12.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $14 Shares 129 Est. Cost $108.53 Unrealized
CSX CSX CORP 0.0%
Value ($000) $14 Shares 495 Est. Cost $30.96 Unrealized -0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $13 Shares 27 Est. Cost $348.21 Unrealized +24.3%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $13 Shares 340 Est. Cost $47.04 Unrealized -18.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 147 Est. Cost $61.54 Unrealized +46.1%
NKE NIKE INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $139.38 Unrealized -20.2%
USB US BANCORP DEL 0.0%
Value ($000) $13 Shares 274 Est. Cost $48.84 Unrealized -14.2%
SEIC SEI INVTS CO 0.0%
Value ($000) $13 Shares 248 Est. Cost $58.40 Unrealized -8.5%
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 115 Est. Cost $73.31 Unrealized +44.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $13 Shares 125 Est. Cost $86.27 Unrealized +10.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $30.66 Unrealized +14.9%
MBB ISHARES TR 0.0%
Value ($000) $13 Shares 133 Est. Cost $108.97 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $12 Shares 149 Est. Cost $52.29 Unrealized +65.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $12 Shares 46 Est. Cost $125.25 Unrealized +2.6%
CME CME GROUP INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $184.82 Unrealized -1.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.75 Unrealized +28.4%
ABT ABBOTT LABS 0.0%
Value ($000) $12 Shares 115 Est. Cost $113.01 Unrealized -6.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $11 Shares 81 Est. Cost $173.96 Unrealized -24.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $11 Shares 62 Est. Cost $205.01 Unrealized -10.7%
TLT ISHARES TR 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $11 Shares 222 Est. Cost $56.27 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $11 Shares 116 Est. Cost $105.01 Unrealized -10.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $11 Shares 18 Est. Cost $1468.10 Unrealized -40.6%
LINDE PLC 0.0%
Value ($000) $11 Shares 39 Est. Cost $358.97 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $14.81 Unrealized -36.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $77.74 Unrealized +13.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $186.71 Unrealized -10.9%
ETN EATON CORP PLC 0.0%
Value ($000) $9 Shares 69 Est. Cost $155.46 Unrealized -14.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $424.94 Unrealized -13.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $107.05 Unrealized -12.6%
CE CELANESE CORP DEL 0.0%
Value ($000) $9 Shares 80 Est. Cost $146.80 Unrealized -8.0%
IJH ISHARES TR 0.0%
Value ($000) $9 Shares 40 Est. Cost $275.00 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 64 Est. Cost $155.84 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $8 Shares 169 Est. Cost $53.25 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $8 Shares 111 Est. Cost $81.08 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $8 Shares 23 Est. Cost $584.42 Unrealized -30.4%
PSA PUBLIC STORAGE 0.0%
Value ($000) $8 Shares 26 Est. Cost $288.90 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $8 Shares 72 Est. Cost $166.67 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $8 Shares 100 Est. Cost $119.20 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $8 Shares 135 Est. Cost $60.31 Unrealized -1.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $8 Shares 45 Est. Cost $167.31 Unrealized -5.2%
APPN APPIAN CORP 0.0%
Value ($000) $8 Shares 168 Est. Cost $113.60 Unrealized -55.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $8 Shares 33 Est. Cost $292.73 Unrealized -12.9%
AEE AMEREN CORP 0.0%
Value ($000) $8 Shares 89 Est. Cost $75.02 Unrealized +10.3%
ATLASSIAN CORP PLC 0.0%
Value ($000) $8 Shares 44 Est. Cost $256.14 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $7 Shares 118 Est. Cost $47.25 Unrealized +23.6%
IVW ISHARES TR 0.0%
Value ($000) $7 Shares 119 Est. Cost $84.03 Unrealized
SCO PROSHARES TR II 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
DOW DOW INC 0.0%
Value ($000) $7 Shares 137 Est. Cost $45.04 Unrealized +15.0%
HSY HERSHEY CO 0.0%
Value ($000) $7 Shares 33 Est. Cost $163.59 Unrealized +21.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $7 Shares 240 Est. Cost $50.75 Unrealized -15.9%
CRM SALESFORCE INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $270.34 Unrealized -35.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 55 Est. Cost $102.35 Unrealized +20.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $6 Shares 83 Est. Cost $96.39 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $6 Shares 20 Est. Cost $354.85 Unrealized -4.9%
LOW LOWES COS INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $211.56 Unrealized -15.1%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $5 Shares 33 Est. Cost $198.94 Unrealized -19.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $206.31 Unrealized -8.0%
PSX PHILLIPS 66 0.0%
Value ($000) $5 Shares 66 Est. Cost $64.72 Unrealized +25.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $2332.00 Unrealized -10.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $5 Shares 86 Est. Cost $51.08 Unrealized +1.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $5 Shares 40 Est. Cost $99.45 Unrealized +15.7%
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $353.72 Unrealized -72.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $223.60 Unrealized -63.8%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $4 Shares 30 Est. Cost $118.44 Unrealized +16.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $88.28 Unrealized +27.9%
MASI MASIMO CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $228.17 Unrealized -41.4%
DTST DATA STORAGE CORP 0.0%
Value ($000) $3 Shares 1,125 Est. Cost $3.06 Unrealized -6.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $195.61 Unrealized +14.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $3 Shares 13 Est. Cost $250.29 Unrealized -9.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $3 Shares 13 Est. Cost $222.12 Unrealized +7.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $591.84 Unrealized -48.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 20 Est. Cost $162.50 Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.79 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $260.73 Unrealized -15.3%
WPC WP CAREY INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.67 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $2 Shares 28 Est. Cost $70.29 Unrealized +8.6%
SPARTANNASH CO 0.0%
Value ($000) $2 Shares 52 Est. Cost $19.60 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $154.74 Unrealized -18.2%
NIO NIO INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $53.33 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $2 Shares 4 Est. Cost $750.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $340.99 Unrealized -31.2%
INDA ISHARES TR 0.0%
Value ($000) $2 Shares 61 Est. Cost $49.18 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $77.78 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
JD JD.COM INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.00 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $60.89 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $114.26 Unrealized -8.8%
TSLA TESLA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $217.09 Unrealized +25.7%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $6.76 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $11.19 Unrealized -17.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.28 Unrealized -23.8%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $255.92 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $150.81 Unrealized +18.5%
HAS HASBRO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.64 Unrealized -7.2%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.08 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.42 Unrealized -25.1%
JOB GEE GROUP INC 0.0%
Value ($000) $1 Shares 2,110 Est. Cost $0.48 Unrealized +21.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 10 Est. Cost $244.25 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $156.89 Unrealized -17.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.76 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.62 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $115.00 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $82.78 Unrealized -13.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.29 Unrealized +129.9%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.48 Unrealized -43.4%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $231.94 Unrealized -60.6%
BYD BOYD GAMING CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.52 Unrealized -8.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $215.19 Unrealized -15.8%
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $1 Shares 70 Est. Cost $15.77 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $23.66 Unrealized -58.2%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $1 Shares 447 Est. Cost $2.24 Unrealized
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $90.80 Unrealized -76.8%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 14 Est. Cost $26.93 Unrealized +9.6%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
OZK BANK OZK 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.01 Unrealized -12.0%
T AT&T INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $16.91 Unrealized -3.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PETV PETVIVO HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.46 Unrealized -65.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $333.04 Unrealized -68.3%
SKT TANGER FACTORY OUTLET CTRS I 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized -36.2%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $85.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.85 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $69.72 Unrealized -70.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 4 Est. Cost $127.28 Unrealized 0.0%
SKILLZ INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $22.22 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.09 Unrealized +4.6%
FVRR FIVERR INTL LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $207.44 Unrealized -77.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.55 Unrealized 0.0%
TEAM INC 0.0%
Value ($000) $0 Shares 372 Est. Cost Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
STEEL CONNECT INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 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 -73.8%
INVITAE CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
EWW ISHARES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.02 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.05 Unrealized