CarsonAllaria Wealth Management, Ltd. Diversified Active

CIK: 0001900946 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $107,665 (100.0% shares, 0.0% debt)

Holdings (342)

SPYV SPDR SER TR 9.9%
Value ($000) $10,706 Shares 310,422 Est. Cost $41.59 Unrealized
SPYG SPDR SER TR 7.4%
Value ($000) $7,964 Shares 158,966 Est. Cost $69.24 Unrealized
SMMU PIMCO ETF TR 7.3%
Value ($000) $7,907 Shares 161,820 Est. Cost $50.87 Unrealized
DFUS DIMENSIONAL ETF TRUST 6.6%
Value ($000) $7,147 Shares 184,095 Est. Cost $50.48 Unrealized
MINO PIMCO ETF TR 5.3%
Value ($000) $5,658 Shares 132,895 Est. Cost $47.05 Unrealized
SLYV SPDR SER TR 4.4%
Value ($000) $4,776 Shares 71,129 Est. Cost $83.52 Unrealized
DFAS DIMENSIONAL ETF TRUST 4.1%
Value ($000) $4,461 Shares 95,890 Est. Cost $57.65 Unrealized
IDEV ISHARES TR 4.0%
Value ($000) $4,291 Shares 88,813 Est. Cost $63.90 Unrealized
LDUR PIMCO ETF TR 3.9%
Value ($000) $4,161 Shares 43,929 Est. Cost $98.74 Unrealized
BOND PIMCO ETF TR 3.8%
Value ($000) $4,088 Shares 45,564 Est. Cost $102.87 Unrealized
DFUV DIMENSIONAL ETF TRUST 3.4%
Value ($000) $3,714 Shares 125,434 Est. Cost $31.34 Unrealized
MUNI PIMCO ETF TR 3.3%
Value ($000) $3,562 Shares 71,078 Est. Cost $54.98 Unrealized
GWX SPDR INDEX SHS FDS 3.1%
Value ($000) $3,361 Shares 128,940 Est. Cost $37.58 Unrealized
IYR ISHARES TR 2.2%
Value ($000) $2,346 Shares 28,815 Est. Cost $111.32 Unrealized
IEMG ISHARES INC 2.0%
Value ($000) $2,116 Shares 49,233 Est. Cost $56.25 Unrealized
SLYG SPDR SER TR 1.9%
Value ($000) $2,013 Shares 29,549 Est. Cost $92.81 Unrealized
EWX SPDR INDEX SHS FDS 1.7%
Value ($000) $1,840 Shares 40,392 Est. Cost $59.20 Unrealized
USRT ISHARES TR 1.6%
Value ($000) $1,742 Shares 36,665 Est. Cost $67.60 Unrealized
DFAT DIMENSIONAL ETF TRUST 1.3%
Value ($000) $1,350 Shares 34,631 Est. Cost $47.51 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,223 Shares 5,250 Est. Cost $313.18 Unrealized -18.0%
AAPL APPLE INC 1.0%
Value ($000) $1,069 Shares 7,736 Est. Cost $154.71 Unrealized -0.3%
DFAR DIMENSIONAL ETF TRUST 0.7%
Value ($000) $710 Shares 34,539 Est. Cost $21.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $581 Shares 2,176 Est. Cost $286.28 Unrealized -0.6%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $572 Shares 25,699 Est. Cost $28.96 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value ($000) $563 Shares 26,081 Est. Cost $4.14 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $543 Shares 12,398 Est. Cost $40.23 Unrealized +0.5%
UNP UNION PAC CORP 0.5%
Value ($000) $521 Shares 2,677 Est. Cost $214.98 Unrealized -5.0%
WPC WP CAREY INC 0.5%
Value ($000) $517 Shares 7,405 Est. Cost $81.98 Unrealized
ENB ENBRIDGE INC 0.5%
Value ($000) $501 Shares 13,501 Est. Cost $30.66 Unrealized +10.3%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $490 Shares 2,997 Est. Cost $145.09 Unrealized +5.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $474 Shares 11,923 Est. Cost $53.17 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $454 Shares 24,285 Est. Cost $18.69 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.4%
Value ($000) $449 Shares 3,573 Est. Cost $139.26 Unrealized -3.1%
DFAE DIMENSIONAL ETF TRUST 0.4%
Value ($000) $449 Shares 22,333 Est. Cost $24.62 Unrealized
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $429 Shares 1,789 Est. Cost $206.36 Unrealized +12.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $352 Shares 4,028 Est. Cost $54.57 Unrealized +49.1%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $349 Shares 3,232 Est. Cost $116.80 Unrealized -4.7%
MUB ISHARES TR 0.3%
Value ($000) $346 Shares 3,369 Est. Cost $116.30 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCO 0.3%
Value ($000) $324 Shares 14,808 Est. Cost $21.88 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $320 Shares 3,443 Est. Cost $86.27 Unrealized +9.0%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $314 Shares 3,803 Est. Cost $120.91 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $303 Shares 3,065 Est. Cost $99.15 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $291 Shares 7,241 Est. Cost $44.41 Unrealized -11.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $290 Shares 2,779 Est. Cost $110.79 Unrealized -4.7%
D DOMINION ENERGY INC 0.3%
Value ($000) $290 Shares 4,202 Est. Cost $62.13 Unrealized +10.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $287 Shares 2,275 Est. Cost $136.89 Unrealized -4.6%
AMZN AMAZON COM INC 0.3%
Value ($000) $287 Shares 2,540 Est. Cost $127.43 Unrealized -0.8%
AEE AMEREN CORP 0.3%
Value ($000) $285 Shares 3,535 Est. Cost $75.82 Unrealized +8.4%
WMB WILLIAMS COS INC 0.3%
Value ($000) $277 Shares 9,673 Est. Cost $22.82 Unrealized +22.2%
DFIC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $255 Shares 13,294 Est. Cost $19.18 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $248 Shares 13,437 Est. Cost $20.10 Unrealized
DISV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $248 Shares 13,374 Est. Cost $21.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $247 Shares 639 Est. Cost $308.96 Unrealized +23.2%
KO COCA COLA CO 0.2%
Value ($000) $244 Shares 4,350 Est. Cost $49.18 Unrealized +14.0%
PAGP PLAINS GP HLDGS L P 0.2%
Value ($000) $243 Shares 22,311 Est. Cost $10.15 Unrealized
EIX EDISON INTL 0.2%
Value ($000) $241 Shares 4,253 Est. Cost $52.66 Unrealized +7.7%
SUMMIT MATLS INC 0.2%
Value ($000) $240 Shares 10,000 Est. Cost $40.10 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $239 Shares 3,048 Est. Cost $77.35 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $235 Shares 6,179 Est. Cost $40.33 Unrealized -11.3%
AMGN AMGEN INC 0.2%
Value ($000) $222 Shares 986 Est. Cost $185.37 Unrealized +17.5%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $221 Shares 3,507 Est. Cost $62.66 Unrealized -3.8%
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $206 Shares 9,661 Est. Cost $27.24 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $206 Shares 1,378 Est. Cost $117.98 Unrealized +16.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $200 Shares 2,482 Est. Cost $94.96 Unrealized -14.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $198 Shares 2,779 Est. Cost $49.23 Unrealized +26.5%
BLACKROCK INC 0.2%
Value ($000) $184 Shares 334 Est. Cost $831.33 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $179 Shares 2,449 Est. Cost $86.51 Unrealized -10.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $178 Shares 6,074 Est. Cost $34.02 Unrealized -1.0%
HD HOME DEPOT INC 0.2%
Value ($000) $170 Shares 615 Est. Cost $343.18 Unrealized -21.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $167 Shares 4,136 Est. Cost $32.85 Unrealized +0.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $164 Shares 703 Est. Cost $221.36 Unrealized +2.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $162 Shares 1,953 Est. Cost $76.45 Unrealized +5.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $160 Shares 494 Est. Cost $243.85 Unrealized +26.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $152 Shares 846 Est. Cost $241.88 Unrealized
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $151 Shares 3,910 Est. Cost $58.48 Unrealized -36.9%
GSK GSK PLC 0.1%
Value ($000) $144 Shares 4,881 Est. Cost $29.50 Unrealized
CSX CSX CORP 0.1%
Value ($000) $138 Shares 5,174 Est. Cost $33.29 Unrealized -11.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $134 Shares 3,073 Est. Cost $49.71 Unrealized -19.1%
ARKK ARK ETF TR 0.1%
Value ($000) $130 Shares 3,451 Est. Cost $50.71 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $129 Shares 800 Est. Cost $168.77 Unrealized -4.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $127 Shares 356 Est. Cost $471.63 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $123 Shares 68,764 Est. Cost $2.53 Unrealized
WMT WALMART INC 0.1%
Value ($000) $120 Shares 928 Est. Cost $45.06 Unrealized -6.8%
VTR VENTAS INC 0.1%
Value ($000) $118 Shares 2,932 Est. Cost $45.11 Unrealized -3.6%
TSLA TESLA INC 0.1%
Value ($000) $117 Shares 442 Est. Cost $296.93 Unrealized -5.9%
FMBH FIRST MID ILL BANCSHARES INC 0.1%
Value ($000) $115 Shares 3,594 Est. Cost $38.09 Unrealized -14.0%
AOR ISHARES TR 0.1%
Value ($000) $112 Shares 2,502 Est. Cost $56.96 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $105 Shares 1,164 Est. Cost $103.80 Unrealized -7.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $94 Shares 576 Est. Cost $186.69 Unrealized -7.8%
USB US BANCORP DEL 0.1%
Value ($000) $91 Shares 2,255 Est. Cost $48.12 Unrealized -18.5%
POST POST HLDGS INC 0.1%
Value ($000) $90 Shares 1,093 Est. Cost $68.58 Unrealized +26.1%
HANESBRANDS INC 0.1%
Value ($000) $90 Shares 12,984 Est. Cost $16.49 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $79 Shares 376 Est. Cost $255.22 Unrealized -12.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $72 Shares 2,394 Est. Cost $40.85 Unrealized -25.1%
SF STIFEL FINL CORP 0.1%
Value ($000) $69 Shares 1,336 Est. Cost $67.30 Unrealized -18.0%
IVV ISHARES TR 0.1%
Value ($000) $67 Shares 187 Est. Cost $476.11 Unrealized
PSTG PURE STORAGE INC 0.1%
Value ($000) $67 Shares 2,448 Est. Cost $29.02 Unrealized -2.6%
RMBS RAMBUS INC DEL 0.1%
Value ($000) $65 Shares 2,544 Est. Cost $25.40 Unrealized -1.6%
BX BLACKSTONE INC 0.1%
Value ($000) $63 Shares 754 Est. Cost $116.12 Unrealized -24.8%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $63 Shares 1,515 Est. Cost $61.09 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $62 Shares 739 Est. Cost $77.35 Unrealized +1.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $62 Shares 307 Est. Cost $251.12 Unrealized -19.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $61 Shares 423 Est. Cost $110.68 Unrealized +20.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $58 Shares 709 Est. Cost $79.32 Unrealized +5.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $58 Shares 943 Est. Cost $58.40 Unrealized -4.5%
AGG ISHARES TR 0.0%
Value ($000) $53 Shares 554 Est. Cost $109.84 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $53 Shares 954 Est. Cost $72.86 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $49 Shares 797 Est. Cost $73.06 Unrealized -17.0%
GOOG ALPHABET INC 0.0%
Value ($000) $48 Shares 500 Est. Cost $112.46 Unrealized -1.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $43 Shares 660 Est. Cost $64.34 Unrealized +12.6%
ABNB AIRBNB INC 0.0%
Value ($000) $40 Shares 381 Est. Cost $173.15 Unrealized -36.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $40 Shares 145 Est. Cost $197.53 Unrealized +34.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $39 Shares 769 Est. Cost $76.03 Unrealized -25.1%
SSYS STRATASYS LTD 0.0%
Value ($000) $39 Shares 2,688 Est. Cost $27.88 Unrealized -36.2%
TGT TARGET CORP 0.0%
Value ($000) $38 Shares 259 Est. Cost $214.19 Unrealized -33.3%
HLN HALEON PLC 0.0%
Value ($000) $37 Shares 6,102 Est. Cost $6.06 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $34 Shares 4,281 Est. Cost $24.76 Unrealized -58.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $34 Shares 1,612 Est. Cost $34.18 Unrealized -30.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $34 Shares 359 Est. Cost $155.44 Unrealized -32.7%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 100 Est. Cost $440.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $32 Shares 468 Est. Cost $54.72 Unrealized +22.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $32 Shares 1,200 Est. Cost $53.04 Unrealized -35.9%
BA BOEING CO 0.0%
Value ($000) $32 Shares 266 Est. Cost $184.07 Unrealized -16.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $30 Shares 832 Est. Cost $50.95 Unrealized -26.2%
T AT&T INC 0.0%
Value ($000) $30 Shares 1,987 Est. Cost $14.72 Unrealized +2.5%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $29 Shares 1,384 Est. Cost $25.08 Unrealized -4.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $29 Shares 464 Est. Cost $134.42 Unrealized -36.7%
MRNA MODERNA INC 0.0%
Value ($000) $29 Shares 243 Est. Cost $278.86 Unrealized -45.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $29 Shares 332 Est. Cost $98.52 Unrealized -10.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $28 Shares 189 Est. Cost $196.64 Unrealized -20.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $27 Shares 210 Est. Cost $145.62 Unrealized -11.5%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $26 Shares 1,024 Est. Cost $32.15 Unrealized -22.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $25 Shares 637 Est. Cost $50.47 Unrealized -20.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $25 Shares 394 Est. Cost $78.43 Unrealized -11.7%
CRM SALESFORCE INC 0.0%
Value ($000) $24 Shares 167 Est. Cost $277.61 Unrealized -39.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $24 Shares 330 Est. Cost $218.54 Unrealized -56.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 891 Est. Cost $40.97 Unrealized -32.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $24 Shares 198 Est. Cost $27.46 Unrealized -42.5%
SENSEONICS HLDGS INC 0.0%
Value ($000) $23 Shares 17,790 Est. Cost $2.64 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $23 Shares 417 Est. Cost $43.17 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $22 Shares 142 Est. Cost $169.96 Unrealized -10.8%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $21 Shares 281 Est. Cost $64.93 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $21 Shares 79 Est. Cost $402.51 Unrealized
PRLB PROTO LABS INC 0.0%
Value ($000) $21 Shares 574 Est. Cost $57.76 Unrealized -25.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 2,537 Est. Cost $21.74 Unrealized -59.1%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $20 Shares 100 Est. Cost $310.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $19 Shares 614 Est. Cost $43.68 Unrealized -20.2%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $19 Shares 219 Est. Cost $224.65 Unrealized -52.4%
QLD PROSHARES TR 0.0%
Value ($000) $18 Shares 480 Est. Cost $89.58 Unrealized
PIEDMONT LITHIUM INC 0.0%
Value ($000) $17 Shares 315 Est. Cost $53.01 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $17 Shares 2,825 Est. Cost $8.46 Unrealized -24.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $17 Shares 76 Est. Cost $229.56 Unrealized +2.9%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $17 Shares 516 Est. Cost $80.09 Unrealized -48.5%
HUM HUMANA INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $424.84 Unrealized +10.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $348.46 Unrealized -52.5%
ABBV ABBVIE INC 0.0%
Value ($000) $16 Shares 120 Est. Cost $101.71 Unrealized +25.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $16 Shares 614 Est. Cost $80.14 Unrealized -56.2%
IVW ISHARES TR 0.0%
Value ($000) $16 Shares 275 Est. Cost $67.21 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $16 Shares 453 Est. Cost $94.03 Unrealized -56.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $16 Shares 323 Est. Cost $29.21 Unrealized -23.8%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 575 Est. Cost $30.41 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $15 Shares 233 Est. Cost $124.46 Unrealized
FTDR FRONTDOOR INC 0.0%
Value ($000) $15 Shares 720 Est. Cost $37.97 Unrealized -35.5%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $15 Shares 1,450 Est. Cost $25.10 Unrealized -61.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $14 Shares 71 Est. Cost $388.52 Unrealized -44.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $14 Shares 134 Est. Cost $68.93 Unrealized +27.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $14 Shares 101 Est. Cost $169.69 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $14 Shares 257 Est. Cost $219.63 Unrealized -71.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $14 Shares 303 Est. Cost $57.13 Unrealized
MMM 3M CO 0.0%
Value ($000) $13 Shares 121 Est. Cost $127.07 Unrealized -24.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $113.68 Unrealized +19.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $13 Shares 50 Est. Cost $234.79 Unrealized +3.3%
GOOGL ALPHABET INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $114.52 Unrealized -3.9%
ROKU ROKU INC 0.0%
Value ($000) $13 Shares 237 Est. Cost $152.16 Unrealized -50.0%
AVEO PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 1,490 Est. Cost $4.70 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $139.59 Unrealized -33.0%
LOW LOWES COS INC 0.0%
Value ($000) $12 Shares 64 Est. Cost $219.23 Unrealized -16.8%
W WAYFAIR INC 0.0%
Value ($000) $11 Shares 328 Est. Cost $204.46 Unrealized -74.2%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $11 Shares 1,294 Est. Cost $26.23 Unrealized -59.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $253.46 Unrealized -72.5%
IVE ISHARES TR 0.0%
Value ($000) $11 Shares 87 Est. Cost $149.10 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $11 Shares 200 Est. Cost $60.00 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 85 Est. Cost $91.74 Unrealized +57.4%
SRE SEMPRA 0.0%
Value ($000) $11 Shares 76 Est. Cost $55.57 Unrealized +30.4%
AXTI AXT INC 0.0%
Value ($000) $10 Shares 1,483 Est. Cost $8.46 Unrealized -7.0%
ABT ABBOTT LABS 0.0%
Value ($000) $10 Shares 102 Est. Cost $118.69 Unrealized -15.7%
IJS ISHARES TR 0.0%
Value ($000) $10 Shares 116 Est. Cost $102.36 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $10 Shares 62 Est. Cost $177.42 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $10 Shares 1,936 Est. Cost $9.77 Unrealized -39.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $10 Shares 3,677 Est. Cost $5.00 Unrealized -38.3%
IJT ISHARES TR 0.0%
Value ($000) $10 Shares 97 Est. Cost $111.15 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $10 Shares 353 Est. Cost $63.81 Unrealized -45.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $10 Shares 208 Est. Cost $49.94 Unrealized
EOLS EVOLUS INC 0.0%
Value ($000) $10 Shares 1,253 Est. Cost $6.86 Unrealized +54.5%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $10 Shares 993 Est. Cost $17.83 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $10 Shares 3,602 Est. Cost $8.60 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $9 Shares 103 Est. Cost $109.99 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $9 Shares 253 Est. Cost $42.96 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $9 Shares 174 Est. Cost $67.14 Unrealized -26.0%
META META PLATFORMS INC 0.0%
Value ($000) $9 Shares 67 Est. Cost $329.69 Unrealized -51.2%
PATH UIPATH INC 0.0%
Value ($000) $9 Shares 751 Est. Cost $43.24 Unrealized -59.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 51 Est. Cost $258.62 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $8 Shares 128 Est. Cost $56.85 Unrealized +14.1%
XOMA XOMA CORP DEL 0.0%
Value ($000) $8 Shares 465 Est. Cost $23.39 Unrealized -11.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 264 Est. Cost $53.64 Unrealized
TSPH TUSIMPLE HLDGS INC 0.0%
Value ($000) $8 Shares 998 Est. Cost $32.79 Unrealized
IRMD IRADIMED CORP 0.0%
Value ($000) $8 Shares 278 Est. Cost $36.94 Unrealized -12.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $185.07 Unrealized -12.4%
IDU ISHARES TR 0.0%
Value ($000) $7 Shares 86 Est. Cost $83.44 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $212.60 Unrealized +7.9%
BYND BEYOND MEAT INC 0.0%
Value ($000) $7 Shares 464 Est. Cost $82.17 Unrealized -66.4%
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $7 Shares 285 Est. Cost $44.29 Unrealized -33.2%
KRUS KURA SUSHI USA INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.56 Unrealized +31.5%
ETN EATON CORP PLC 0.0%
Value ($000) $7 Shares 50 Est. Cost $155.46 Unrealized -14.2%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $6 Shares 565 Est. Cost $13.91 Unrealized
MATTERPORT INC 0.0%
Value ($000) $6 Shares 1,605 Est. Cost $14.83 Unrealized
MYOVANT SCIENCES LTD 0.0%
Value ($000) $6 Shares 345 Est. Cost $14.49 Unrealized
SR SPIRE INC 0.0%
Value ($000) $6 Shares 102 Est. Cost $68.63 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $6 Shares 200 Est. Cost $43.70 Unrealized -31.7%
XSD SPDR SER TR 0.0%
Value ($000) $6 Shares 40 Est. Cost $250.00 Unrealized
AMRYT PHARMA PLC 0.0%
Value ($000) $6 Shares 812 Est. Cost $11.08 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $6 Shares 89 Est. Cost $54.88 Unrealized +2.5%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $9.88 Unrealized -63.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.47 Unrealized 0.0%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 195 Est. Cost $25.64 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 117 Est. Cost $43.77 Unrealized -0.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $145.67 Unrealized -12.8%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $5 Shares 50 Est. Cost $111.02 Unrealized -21.8%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $5 Shares 333 Est. Cost $18.67 Unrealized -14.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 456 Est. Cost $18.55 Unrealized -26.7%
VUZI VUZIX CORP 0.0%
Value ($000) $5 Shares 925 Est. Cost $5.87 Unrealized +31.4%
AFL AFLAC INC 0.0%
Value ($000) $5 Shares 83 Est. Cost $51.13 Unrealized +6.7%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 1,605 Est. Cost $7.47 Unrealized -45.6%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 285 Est. Cost $23.23 Unrealized -44.1%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $4 Shares 372 Est. Cost $21.75 Unrealized -39.5%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $4 Shares 93 Est. Cost $87.89 Unrealized -43.0%
LAB STANDARD BIOTOOLS INC 0.0%
Value ($000) $4 Shares 4,015 Est. Cost $3.50 Unrealized -56.8%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 44 Est. Cost $121.38 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $17.77 Unrealized -34.5%
ATOM ATOMERA INC 0.0%
Value ($000) $4 Shares 375 Est. Cost $23.49 Unrealized -49.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $4 Shares 20 Est. Cost $239.48 Unrealized -4.5%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $4 Shares 400 Est. Cost $25.00 Unrealized
AEHR AEHR TEST SYS 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.78 Unrealized +5.3%
PSX PHILLIPS 66 0.0%
Value ($000) $4 Shares 51 Est. Cost $64.88 Unrealized +16.2%
PEP PEPSICO INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $143.45 Unrealized +7.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $71.38 Unrealized -52.2%
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value ($000) $4 Shares 167 Est. Cost $46.15 Unrealized -33.7%
OLN OLIN CORP 0.0%
Value ($000) $4 Shares 89 Est. Cost $51.56 Unrealized -8.6%
WORKHORSE GROUP INC 0.0%
Value ($000) $4 Shares 1,259 Est. Cost $3.97 Unrealized
VNRX VOLITIONRX LTD 0.0%
Value ($000) $4 Shares 2,840 Est. Cost $3.41 Unrealized -44.6%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 434 Est. Cost $11.12 Unrealized -24.2%
CRNX CRINETICS PHARMACEUTICALS IN 0.0%
Value ($000) $4 Shares 190 Est. Cost $24.65 Unrealized -17.3%
LASR NLIGHT INC 0.0%
Value ($000) $3 Shares 350 Est. Cost $26.37 Unrealized -56.3%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $57.65 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $3 Shares 260 Est. Cost $24.92 Unrealized -55.1%
LOVE LOVESAC COMPANY 0.0%
Value ($000) $3 Shares 130 Est. Cost $73.24 Unrealized -58.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $3 Shares 107 Est. Cost $38.94 Unrealized -20.7%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $3 Shares 220 Est. Cost $18.59 Unrealized -16.2%
TWITTER INC 0.0%
Value ($000) $3 Shares 65 Est. Cost $30.77 Unrealized
KR KROGER CO 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.64 Unrealized +14.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $228.77 Unrealized -20.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $3 Shares 52 Est. Cost $65.27 Unrealized -8.2%
AQUABOUNTY TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 3,385 Est. Cost $2.02 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
ARAY ACCURAY INC 0.0%
Value ($000) $3 Shares 1,600 Est. Cost $4.82 Unrealized -52.8%
F FORD MTR CO DEL 0.0%
Value ($000) $3 Shares 268 Est. Cost $14.00 Unrealized -22.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 444 Est. Cost $20.13 Unrealized -51.9%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.23 Unrealized -2.8%
ORION ENERGY SYS INC 0.0%
Value ($000) $3 Shares 1,868 Est. Cost $3.75 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $3 Shares 1,710 Est. Cost $6.13 Unrealized -57.3%
REKR REKOR SYSTEMS INC 0.0%
Value ($000) $3 Shares 2,561 Est. Cost $9.40 Unrealized -83.9%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $2 Shares 115 Est. Cost $16.26 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $106.09 Unrealized -11.2%
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.43 Unrealized +3.4%
CONTAINER STORE GROUP INC 0.0%
Value ($000) $2 Shares 490 Est. Cost $10.20 Unrealized
CONFORMIS INC 0.0%
Value ($000) $2 Shares 10,120 Est. Cost $0.79 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $78.45 Unrealized -43.7%
VANI VIVANI MEDICAL INC 0.0%
Value ($000) $2 Shares 783 Est. Cost $4.74 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $63.89 Unrealized -65.2%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $2 Shares 204 Est. Cost $9.85 Unrealized
IRD OCUPHIRE PHARMA INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.01 Unrealized -46.2%
VNDA VANDA PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 160 Est. Cost $17.43 Unrealized -39.4%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $2 Shares 27 Est. Cost $79.56 Unrealized
DOW DOW INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.04 Unrealized -7.9%
DESKTOP METAL INC 0.0%
Value ($000) $2 Shares 610 Est. Cost $4.92 Unrealized
VMWARE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
DMTKQ DERMTECH INC 0.0%
Value ($000) $2 Shares 415 Est. Cost $16.87 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 1,375 Est. Cost $2.37 Unrealized -19.2%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $43.54 Unrealized +29.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $2 Shares 84 Est. Cost $72.06 Unrealized -51.8%
LAZARD LTD 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
REAL THE REALREAL INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.42 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $2 Shares 65 Est. Cost $46.94 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $2 Shares 785 Est. Cost $7.64 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2 Shares 94 Est. Cost $46.96 Unrealized -31.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $2 Shares 37 Est. Cost $61.56 Unrealized -29.8%
TRP TC ENERGY CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.48 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.36 Unrealized -37.1%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $127.79 Unrealized -51.9%
GNW GENWORTH FINL INC 0.0%
Value ($000) $1 Shares 165 Est. Cost $4.04 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $210.30 Unrealized -13.6%
SYRS SYROS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 162 Est. Cost $8.12 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 733 Est. Cost $5.46 Unrealized
GRWG GROWGENERATION CORP 0.0%
Value ($000) $1 Shares 275 Est. Cost $9.01 Unrealized -48.8%
APYX APYX MEDICAL CORPORATION 0.0%
Value ($000) $1 Shares 222 Est. Cost $5.13 Unrealized +39.6%
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $1 Shares 82 Est. Cost $10.63 Unrealized 0.0%
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $46.80 Unrealized -33.5%
HUT 8 MNG CORP 0.0%
Value ($000) $1 Shares 775 Est. Cost $5.16 Unrealized
INVITAE CORP 0.0%
Value ($000) $1 Shares 364 Est. Cost $16.48 Unrealized
SKILLZ INC 0.0%
Value ($000) $1 Shares 566 Est. Cost $7.07 Unrealized
ADV ADVANTAGE SOLUTIONS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $8.22 Unrealized -55.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $259.51 Unrealized -15.6%
PAVMED INC 0.0%
Value ($000) $1 Shares 1,100 Est. Cost $1.32 Unrealized
SRTA BLADE AIR MOBILITY INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.03 Unrealized -26.9%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $60.63 Unrealized -46.7%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $1 Shares 198 Est. Cost $17.48 Unrealized -67.2%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.19 Unrealized -36.2%
BBY BEST BUY INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $93.80 Unrealized -33.1%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.53 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $188.50 Unrealized +7.8%
U UNITY SOFTWARE INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $49.67 Unrealized -17.2%
FSLY FASTLY INC 0.0%
Value ($000) $1 Shares 81 Est. Cost $10.65 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $51.11 Unrealized -23.5%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.70 Unrealized -61.4%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $43.24 Unrealized -12.1%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.42 Unrealized +15.7%
23ANDME HOLDING CO 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 261 Est. Cost $5.30 Unrealized
LC LENDINGCLUB CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $33.87 Unrealized -60.3%
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.08 Unrealized +0.8%
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $76.92 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 115 Est. Cost $8.70 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
KATAPULT HOLDINGS INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $2.86 Unrealized
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $0 Shares 15 Est. Cost $45.24 Unrealized -41.7%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $5.00 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CBDMD INC 0.0%
Value ($000) $0 Shares 134 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.52 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.84 Unrealized +8.3%
HGBL HERITAGE GLOBAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.74 Unrealized -4.3%