Guardian Wealth Management, Inc. Diversified Active

CIK: 0001910205 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $100,668 (100.0% shares, 0.0% debt)

Holdings (238)

ABBV ABBVIE INC COM 3.8%
Value ($000) $3,841 Shares 23,693 Est. Cost $102.09 Unrealized +23.8%
AZO AUTOZONE INC COM 3.1%
Value ($000) $3,126 Shares 1,529 Est. Cost $1863.09 Unrealized +4.9%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 3.1%
Value ($000) $3,085 Shares 54,530 Est. Cost $60.39 Unrealized
ABT ABBOTT LABS COM 2.9%
Value ($000) $2,921 Shares 24,680 Est. Cost $118.69 Unrealized -2.8%
ARISTA NETWORKS INC COM 2.8%
Value ($000) $2,827 Shares 20,338 Est. Cost $143.65 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 2.4%
Value ($000) $2,459 Shares 7,292 Est. Cost $343.31 Unrealized -7.2%
KKR KKR & CO INC COM 2.4%
Value ($000) $2,452 Shares 41,931 Est. Cost $71.22 Unrealized -14.5%
CBOE CBOE GLOBAL MKTS INC COM 2.2%
Value ($000) $2,259 Shares 19,739 Est. Cost $122.36 Unrealized -7.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 2.1%
Value ($000) $2,117 Shares 15,311 Est. Cost $116.31 Unrealized +12.3%
LKQ LKQ CORP COM 2.1%
Value ($000) $2,098 Shares 46,199 Est. Cost $50.73 Unrealized -8.9%
PEP PEPSICO INC COM 2.1%
Value ($000) $2,070 Shares 12,366 Est. Cost $143.54 Unrealized +3.4%
WM WASTE MGMT INC DEL COM 2.1%
Value ($000) $2,068 Shares 13,048 Est. Cost $150.57 Unrealized -5.3%
APO APOLLO GLOBAL MGMT INC COM 2.1%
Value ($000) $2,066 Shares 33,332 Est. Cost $66.27 Unrealized -7.9%
VRSN VERISIGN INC COM 2.0%
Value ($000) $2,018 Shares 9,071 Est. Cost $228.93 Unrealized -5.6%
HANESBRANDS INC COM 2.0%
Value ($000) $1,978 Shares 132,827 Est. Cost $16.69 Unrealized
PG PROCTER AND GAMBLE CO COM 1.9%
Value ($000) $1,947 Shares 12,744 Est. Cost $134.28 Unrealized +5.9%
BRIGHAM MINERALS INC CL A COM 1.9%
Value ($000) $1,872 Shares 73,259 Est. Cost $21.62 Unrealized
RVTY PERKINELMER INC COM 1.8%
Value ($000) $1,853 Shares 10,619 Est. Cost $179.00 Unrealized -1.7%
LMT LOCKHEED MARTIN CORP COM 1.8%
Value ($000) $1,823 Shares 4,129 Est. Cost $308.96 Unrealized +18.2%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $1,809 Shares 10,208 Est. Cost $145.57 Unrealized +4.3%
NNI NELNET INC CL A 1.7%
Value ($000) $1,741 Shares 20,480 Est. Cost $88.40 Unrealized -2.6%
TXN TEXAS INSTRS INC COM 1.7%
Value ($000) $1,732 Shares 9,442 Est. Cost $169.92 Unrealized -7.4%
SCHB SCHWAB U.S. BROAD MARKET ETF 1.7%
Value ($000) $1,672 Shares 31,314 Est. Cost $86.00 Unrealized
COP CONOCOPHILLIPS COM 1.6%
Value ($000) $1,637 Shares 16,375 Est. Cost $63.71 Unrealized +25.0%
STAG STAG INDL INC COM 1.6%
Value ($000) $1,617 Shares 39,112 Est. Cost $47.84 Unrealized
OMC OMNICOM GROUP INC COM 1.6%
Value ($000) $1,603 Shares 18,886 Est. Cost $61.92 Unrealized +13.3%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 1.5%
Value ($000) $1,499 Shares 32,787 Est. Cost $50.64 Unrealized
KMB KIMBERLY-CLARK CORP COM 1.5%
Value ($000) $1,485 Shares 12,054 Est. Cost $115.22 Unrealized -1.0%
DIS DISNEY WALT CO COM 1.4%
Value ($000) $1,438 Shares 10,484 Est. Cost $157.06 Unrealized -10.1%
LABORATORY CORP AMER HLDGS COM NEW 1.4%
Value ($000) $1,418 Shares 5,379 Est. Cost $314.25 Unrealized
DISCOVERY INC COM SER C 1.4%
Value ($000) $1,379 Shares 55,208 Est. Cost $22.94 Unrealized
MDT MEDTRONIC PLC SHS 1.3%
Value ($000) $1,358 Shares 12,238 Est. Cost $101.86 Unrealized -8.0%
AYI ACUITY BRANDS INC COM 1.3%
Value ($000) $1,269 Shares 6,703 Est. Cost $203.87 Unrealized -6.8%
PSX PHILLIPS 66 COM 1.2%
Value ($000) $1,258 Shares 14,563 Est. Cost $65.04 Unrealized +12.0%
RPC P10 INC COM CL A 1.2%
Value ($000) $1,246 Shares 102,797 Est. Cost $12.44 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 1.2%
Value ($000) $1,211 Shares 57,304 Est. Cost $23.57 Unrealized
BDX BECTON DICKINSON & CO COM 1.2%
Value ($000) $1,210 Shares 4,549 Est. Cost $223.48 Unrealized +7.9%
AEP AMERICAN ELEC PWR CO INC COM 1.2%
Value ($000) $1,196 Shares 11,985 Est. Cost $72.48 Unrealized +9.3%
PINS PINTEREST INC CL A 1.2%
Value ($000) $1,183 Shares 48,063 Est. Cost $27.30 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 1.2%
Value ($000) $1,171 Shares 3,275 Est. Cost $338.19 Unrealized +4.0%
LLY LILLY ELI & CO COM 1.1%
Value ($000) $1,123 Shares 3,922 Est. Cost $244.07 Unrealized +1.8%
FRPH FRP HLDGS INC COM 1.1%
Value ($000) $1,097 Shares 18,981 Est. Cost $28.74 Unrealized -1.1%
SWKS SKYWORKS SOLUTIONS INC COM 1.0%
Value ($000) $973 Shares 7,299 Est. Cost $141.39 Unrealized -11.5%
EMN EASTMAN CHEM CO COM 0.9%
Value ($000) $954 Shares 8,510 Est. Cost $95.16 Unrealized +6.1%
AAPL APPLE INC COM 0.9%
Value ($000) $946 Shares 5,416 Est. Cost $154.71 Unrealized +6.5%
1847 GOEDEKER INC COM 0.9%
Value ($000) $930 Shares 484,403 Est. Cost $1.92 Unrealized
UNILEVER PLC SPON ADR NEW 0.9%
Value ($000) $907 Shares 19,913 Est. Cost $52.44 Unrealized
CL COLGATE PALMOLIVE CO COM 0.9%
Value ($000) $902 Shares 11,892 Est. Cost $71.01 Unrealized +1.9%
MCFT MASTERCRAFT BOAT HLDGS INC COM 0.9%
Value ($000) $888 Shares 36,067 Est. Cost $27.23 Unrealized -2.4%
MMM 3M CO COM 0.9%
Value ($000) $885 Shares 5,944 Est. Cost $126.89 Unrealized -9.7%
VRSK VERISK ANALYTICS INC COM 0.8%
Value ($000) $837 Shares 3,900 Est. Cost $212.40 Unrealized -9.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.8%
Value ($000) $760 Shares 4,880 Est. Cost $163.68 Unrealized -12.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.7%
Value ($000) $725 Shares 10,925 Est. Cost $58.38 Unrealized
WFC WELLS FARGO CO NEW COM 0.6%
Value ($000) $651 Shares 13,432 Est. Cost $44.41 Unrealized +9.2%
MHK MOHAWK INDS INC COM 0.6%
Value ($000) $610 Shares 4,913 Est. Cost $177.14 Unrealized -15.3%
GRMN GARMIN LTD SHS 0.4%
Value ($000) $440 Shares 3,709 Est. Cost $131.47 Unrealized -16.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $426 Shares 11,594 Est. Cost $38.89 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $424 Shares 11,488 Est. Cost $33.43 Unrealized +4.5%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $395 Shares 1,283 Est. Cost $313.41 Unrealized -7.0%
XYL XYLEM INC COM 0.4%
Value ($000) $379 Shares 4,441 Est. Cost $118.06 Unrealized -22.6%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $367 Shares 2,220 Est. Cost $164.46 Unrealized -8.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.4%
Value ($000) $363 Shares 24,852 Est. Cost $13.03 Unrealized +0.3%
EIX EDISON INTL COM 0.3%
Value ($000) $316 Shares 4,510 Est. Cost $52.69 Unrealized +1.7%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $316 Shares 760 Est. Cost $415.69 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $308 Shares 3,908 Est. Cost $80.88 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value ($000) $306 Shares 6,468 Est. Cost $75.28 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $300 Shares 4,714 Est. Cost $65.93 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $297 Shares 1,334 Est. Cost $186.99 Unrealized +4.5%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $294 Shares 3,996 Est. Cost $78.68 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $282 Shares 10,170 Est. Cost $29.65 Unrealized
NWN NORTHWEST NAT HLDG CO COM 0.3%
Value ($000) $272 Shares 5,257 Est. Cost $46.92 Unrealized +6.9%
BUNGE LIMITED COM 0.3%
Value ($000) $272 Shares 2,452 Est. Cost $110.93 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $236 Shares 1,874 Est. Cost $117.97 Unrealized -1.6%
RPM RPM INTL INC COM 0.2%
Value ($000) $229 Shares 2,807 Est. Cost $91.01 Unrealized -5.7%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $219 Shares 3,935 Est. Cost $50.47 Unrealized -0.4%
JCTC JEWETT CAMERON TRADING LTD COM NEW 0.2%
Value ($000) $210 Shares 30,207 Est. Cost $8.78 Unrealized -14.1%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.2%
Value ($000) $201 Shares 2,459 Est. Cost $86.60 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $184 Shares 66 Est. Cost $134.94 Unrealized 0.0%
PINE ALPINE INCOME PPTY TR INC COM 0.2%
Value ($000) $179 Shares 9,537 Est. Cost $19.89 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $174 Shares 3,413 Est. Cost $40.43 Unrealized +2.7%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.2%
Value ($000) $165 Shares 1,668 Est. Cost $101.44 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.2%
Value ($000) $157 Shares 2,013 Est. Cost $80.27 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $152 Shares 707 Est. Cost $174.98 Unrealized +1.3%
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.1%
Value ($000) $149 Shares 1,629 Est. Cost $100.52 Unrealized
ESQ ESQUIRE FINL HLDGS INC COM 0.1%
Value ($000) $146 Shares 4,342 Est. Cost $31.12 Unrealized +3.8%
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $136 Shares 10,109 Est. Cost $10.34 Unrealized
SON SONOCO PRODS CO COM 0.1%
Value ($000) $125 Shares 2,000 Est. Cost $51.08 Unrealized -2.4%
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $119 Shares 5,536 Est. Cost $18.68 Unrealized +2.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $110 Shares 695 Est. Cost $174.35 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $108 Shares 2,058 Est. Cost $54.45 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $96 Shares 1,946 Est. Cost $47.29 Unrealized -2.3%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $93 Shares 681 Est. Cost $147.83 Unrealized -9.6%
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $91 Shares 1,775 Est. Cost $50.11 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $91 Shares 467 Est. Cost $185.07 Unrealized -7.9%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $89 Shares 369 Est. Cost $185.25 Unrealized +10.6%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.1%
Value ($000) $89 Shares 1,889 Est. Cost $48.85 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP I CL A 0.1%
Value ($000) $86 Shares 4,213 Est. Cost $16.19 Unrealized +10.3%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $83 Shares 225 Est. Cost $369.50 Unrealized -2.8%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $82 Shares 735 Est. Cost $111.56 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $82 Shares 1,322 Est. Cost $49.18 Unrealized +9.9%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $82 Shares 1,573 Est. Cost $55.38 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $80 Shares 886 Est. Cost $84.69 Unrealized +6.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $80 Shares 1,889 Est. Cost $37.21 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $73 Shares 1,309 Est. Cost $38.02 Unrealized +5.2%
SR SPIRE INC COM 0.1%
Value ($000) $71 Shares 994 Est. Cost $65.39 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $68 Shares 1,319 Est. Cost $40.23 Unrealized +5.6%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $65 Shares 127 Est. Cost $422.19 Unrealized +6.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $65 Shares 1,199 Est. Cost $84.22 Unrealized
T AT&T INC COM 0.1%
Value ($000) $65 Shares 2,762 Est. Cost $14.67 Unrealized +1.6%
HUBB HUBBELL INC COM 0.1%
Value ($000) $62 Shares 335 Est. Cost $187.22 Unrealized -5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $60 Shares 170 Est. Cost $286.41 Unrealized +12.9%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $57 Shares 281 Est. Cost $220.64 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.1%
Value ($000) $57 Shares 608 Est. Cost $97.22 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $56 Shares 304 Est. Cost $150.02 Unrealized -2.9%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $56 Shares 267 Est. Cost $210.30 Unrealized -3.2%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value ($000) $56 Shares 1,467 Est. Cost $40.90 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $55 Shares 229 Est. Cost $185.15 Unrealized +9.8%
BUR BURFORD CAP LTD ORD SHS 0.1%
Value ($000) $55 Shares 6,025 Est. Cost $10.21 Unrealized -10.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $54 Shares 341 Est. Cost $161.76 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $52 Shares 713 Est. Cost $73.24 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $52 Shares 174 Est. Cost $343.18 Unrealized -8.5%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.1%
Value ($000) $52 Shares 168 Est. Cost $319.15 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $48 Shares 704 Est. Cost $55.25 Unrealized +6.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $48 Shares 669 Est. Cost $77.84 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $48 Shares 474 Est. Cost $80.49 Unrealized +14.3%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $46 Shares 604 Est. Cost $79.73 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $41 Shares 99 Est. Cost $441.83 Unrealized -10.8%
MCB METROPOLITAN BK HLDG CORP COM 0.0%
Value ($000) $41 Shares 400 Est. Cost $94.46 Unrealized +8.9%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $41 Shares 492 Est. Cost $54.05 Unrealized +25.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $39 Shares 258 Est. Cost $168.65 Unrealized -23.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $39 Shares 463 Est. Cost $77.35 Unrealized -6.8%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 855 Est. Cost $43.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $37 Shares 508 Est. Cost $49.23 Unrealized +15.4%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $33 Shares 316 Est. Cost $112.02 Unrealized
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $33 Shares 1,383 Est. Cost $18.71 Unrealized +9.0%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $33 Shares 487 Est. Cost $47.33 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 406 Est. Cost $54.73 Unrealized
FIRST TR ENERGY INCOME & GROWT COM 0.0%
Value ($000) $30 Shares 1,857 Est. Cost $14.07 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $29 Shares 160 Est. Cost $174.29 Unrealized -0.1%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $27 Shares 853 Est. Cost $25.03 Unrealized +19.5%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $26 Shares 145 Est. Cost $179.31 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $25 Shares 99 Est. Cost $282.83 Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $25 Shares 580 Est. Cost $62.10 Unrealized -27.3%
HNI HNI CORP COM 0.0%
Value ($000) $24 Shares 649 Est. Cost $40.06 Unrealized +0.7%
WINA WINMARK CORP COM 0.0%
Value ($000) $24 Shares 111 Est. Cost $242.05 Unrealized -6.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $21 Shares 208 Est. Cost $79.32 Unrealized +9.4%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $21 Shares 399 Est. Cost $51.61 Unrealized -8.6%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $21 Shares 57 Est. Cost $427.35 Unrealized -23.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $20 Shares 97 Est. Cost $178.27 Unrealized +1.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $20 Shares 590 Est. Cost $22.79 Unrealized +12.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $20 Shares 215 Est. Cost $102.21 Unrealized -15.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $20 Shares 128 Est. Cost $146.06 Unrealized +5.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $19 Shares 125 Est. Cost $155.46 Unrealized -5.2%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $19 Shares 305 Est. Cost $65.79 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $17 Shares 296 Est. Cost $61.39 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $17 Shares 223 Est. Cost $73.17 Unrealized +4.4%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $16 Shares 479 Est. Cost $35.49 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 196 Est. Cost $86.73 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 222 Est. Cost $76.58 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $15 Shares 115 Est. Cost $116.12 Unrealized -7.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $15 Shares 116 Est. Cost $142.78 Unrealized -6.3%
PLYM PLYMOUTH INDL REIT INC COM 0.0%
Value ($000) $14 Shares 518 Est. Cost $32.00 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $14 Shares 170 Est. Cost $88.90 Unrealized -13.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $14 Shares 270 Est. Cost $48.84 Unrealized -2.0%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $14 Shares 329 Est. Cost $28.49 Unrealized +20.9%
NVRI HARSCO CORP COM 0.0%
Value ($000) $14 Shares 1,180 Est. Cost $16.12 Unrealized -8.9%
ANSYS INC COM 0.0%
Value ($000) $13 Shares 40 Est. Cost $401.17 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $12 Shares 74 Est. Cost $96.46 Unrealized +27.3%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $11 Shares 131 Est. Cost $87.33 Unrealized -7.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $11 Shares 47 Est. Cost $234.04 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $10 Shares 127 Est. Cost $76.97 Unrealized +1.6%
AFL AFLAC INC COM 0.0%
Value ($000) $10 Shares 148 Est. Cost $55.29 Unrealized +3.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $10 Shares 46 Est. Cost $217.39 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $9 Shares 227 Est. Cost $30.32 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $9 Shares 57 Est. Cost $175.44 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $9 Shares 121 Est. Cost $29.21 Unrealized +3.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $9 Shares 96 Est. Cost $93.75 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $900.00 Unrealized
TOLZ PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $8 Shares 166 Est. Cost $48.77 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $54.72 Unrealized +7.3%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $8 Shares 171 Est. Cost $52.63 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $8 Shares 88 Est. Cost $58.54 Unrealized +19.0%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 124 Est. Cost $45.04 Unrealized +7.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $43.54 Unrealized +12.5%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $7 Shares 65 Est. Cost $78.58 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $106.87 Unrealized 0.0%
KIMBALL INTL INC CL B 0.0%
Value ($000) $7 Shares 882 Est. Cost $10.30 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $219.81 Unrealized -2.9%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $6 Shares 2 Est. Cost $142.94 Unrealized -5.7%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $6 Shares 41 Est. Cost $146.34 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $6 Shares 41 Est. Cost $146.34 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $5 Shares 280 Est. Cost $14.10 Unrealized +3.2%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $66.67 Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $43.29 Unrealized -5.5%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $42.29 Unrealized -30.1%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $4 Shares 70 Est. Cost $50.08 Unrealized +4.6%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $4 Shares 95 Est. Cost $41.02 Unrealized -0.5%
PII POLARIS INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $117.80 Unrealized -3.3%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $171.15 Unrealized -9.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $131.47 Unrealized -3.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $163.59 Unrealized +12.7%
EXC EXELON CORP COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.52 Unrealized +13.2%
V VISA INC COM CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $208.13 Unrealized +0.9%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $26.42 Unrealized -5.2%
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.90 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $24.69 Unrealized 0.0%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 230 Est. Cost $8.69 Unrealized -31.6%
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 29 Est. Cost $28.71 Unrealized +25.0%
AKTSQ AKOUSTIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.47 Unrealized -20.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $115.22 Unrealized -47.2%
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.74 Unrealized -1.9%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.92 Unrealized 0.0%
WING WINGSTOP INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.78 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.92 Unrealized -2.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.95 Unrealized -12.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.25 Unrealized 0.0%
CRSR CORSAIR GAMING INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $23.92 Unrealized -12.8%
UNFI UNITED NAT FOODS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.91 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $101.29 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.23 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $240.89 Unrealized -38.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.43 Unrealized -4.2%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $71.80 Unrealized -26.3%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
ESPORTS ENTMT GROUP INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost Unrealized
SUPER LEAGUE GAMING INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 55 Est. Cost Unrealized
THERAPEUTICSMD INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $11.12 Unrealized -0.6%
HUMANIGEN INC COM NEW 0.0%
Value ($000) $0 Shares 128 Est. Cost Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.31 Unrealized -9.5%