Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $286,827 (100.0% shares, 0.0% debt)

Holdings (567)

MSFT MICROSOFT CORP COM 4.9%
Value ($000) $13,926 Shares 59,796 Est. Cost $119.35 Unrealized +115.2%
JNJ JOHNSON & JOHNSON COM 4.3%
Value ($000) $12,361 Shares 75,665 Est. Cost $141.17 Unrealized +8.3%
UNH UNITEDHEALTH GROUP INC COM 3.3%
Value ($000) $9,517 Shares 18,843 Est. Cost $237.56 Unrealized +108.4%
AVGO BROADCOM INC COM 2.7%
Value ($000) $7,649 Shares 17,228 Est. Cost $22.58 Unrealized +113.0%
BX BLACKSTONE INC COM 2.5%
Value ($000) $7,166 Shares 85,612 Est. Cost $34.52 Unrealized +152.9%
JPM JPMORGAN CHASE & CO COM 2.1%
Value ($000) $6,028 Shares 57,680 Est. Cost $94.15 Unrealized +12.2%
ABBV ABBVIE INC COM 2.1%
Value ($000) $5,984 Shares 44,586 Est. Cost $78.11 Unrealized +62.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $5,816 Shares 21,780 Est. Cost $209.72 Unrealized +35.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.0%
Value ($000) $5,690 Shares 82,992 Est. Cost $43.12 Unrealized
AAPL APPLE INC COM 1.8%
Value ($000) $5,208 Shares 37,682 Est. Cost $113.20 Unrealized +36.3%
GOOGL ALPHABET INC CAP STK CL A 1.8%
Value ($000) $5,202 Shares 54,385 Est. Cost $107.72 Unrealized +2.2%
TMO THERMO FISHER SCIENTIFIC INC COM 1.7%
Value ($000) $4,834 Shares 9,532 Est. Cost $264.15 Unrealized +109.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.6%
Value ($000) $4,672 Shares 105,061 Est. Cost $43.82 Unrealized
CSL CARLISLE COS INC COM 1.6%
Value ($000) $4,475 Shares 15,957 Est. Cost $141.14 Unrealized +95.0%
VRTX VERTEX PHARMACEUTICALS INC COM 1.5%
Value ($000) $4,350 Shares 15,023 Est. Cost $185.57 Unrealized +55.0%
NTR NUTRIEN LTD COM 1.5%
Value ($000) $4,227 Shares 50,675 Est. Cost $62.29 Unrealized +23.6%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.4%
Value ($000) $4,071 Shares 162,652 Est. Cost $25.26 Unrealized
V VISA INC COM CL A 1.4%
Value ($000) $3,970 Shares 22,348 Est. Cost $144.74 Unrealized +37.0%
GLD SPDR GOLD SHARES 1.4%
Value ($000) $3,943 Shares 25,495 Est. Cost $153.54 Unrealized
ABT ABBOTT LABS COM 1.3%
Value ($000) $3,770 Shares 38,965 Est. Cost $89.61 Unrealized +11.6%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.3%
Value ($000) $3,706 Shares 74,104 Est. Cost $50.40 Unrealized
NEE NEXTERA ENERGY INC COM 1.3%
Value ($000) $3,668 Shares 46,779 Est. Cost $62.00 Unrealized +24.4%
CB CHUBB LIMITED COM 1.1%
Value ($000) $3,278 Shares 18,021 Est. Cost $120.78 Unrealized +50.4%
PEP PEPSICO INC COM 1.1%
Value ($000) $3,272 Shares 20,040 Est. Cost $109.71 Unrealized +40.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.1%
Value ($000) $3,215 Shares 12,495 Est. Cost $159.03 Unrealized +72.7%
LINDE PLC SHS 1.1%
Value ($000) $3,154 Shares 11,701 Est. Cost $287.55 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.1%
Value ($000) $3,068 Shares 61,031 Est. Cost $50.58 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $3,053 Shares 18,902 Est. Cost $141.43 Unrealized +13.5%
MRK MERCK & CO INC COM 1.1%
Value ($000) $3,040 Shares 35,299 Est. Cost $63.31 Unrealized +27.0%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $3,010 Shares 26,635 Est. Cost $126.01 Unrealized +0.3%
BMY BRISTOL-MYERS SQUIBB CO COM 1.0%
Value ($000) $2,853 Shares 40,133 Est. Cost $47.54 Unrealized +31.1%
PWR QUANTA SVCS INC COM 1.0%
Value ($000) $2,839 Shares 22,284 Est. Cost $115.00 Unrealized +18.3%
SONY SONY GROUP CORPORATION SPONSORED ADR 1.0%
Value ($000) $2,782 Shares 43,435 Est. Cost $53.56 Unrealized
LMT LOCKHEED MARTIN CORP COM 1.0%
Value ($000) $2,776 Shares 7,186 Est. Cost $291.95 Unrealized +30.4%
WSO WATSCO INC COM 1.0%
Value ($000) $2,770 Shares 10,758 Est. Cost $193.23 Unrealized +40.2%
BAC BK OF AMERICA CORP COM 1.0%
Value ($000) $2,760 Shares 91,406 Est. Cost $24.83 Unrealized +23.2%
CSCO CISCO SYS INC COM 1.0%
Value ($000) $2,730 Shares 68,256 Est. Cost $37.91 Unrealized +5.6%
NOC NORTHROP GRUMMAN CORP COM 0.9%
Value ($000) $2,708 Shares 5,758 Est. Cost $285.56 Unrealized +57.8%
VMC VULCAN MATLS CO COM 0.9%
Value ($000) $2,488 Shares 15,774 Est. Cost $125.08 Unrealized +26.5%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,412 Shares 8,743 Est. Cost $206.94 Unrealized +30.8%
STE STERIS PLC SHS USD 0.8%
Value ($000) $2,333 Shares 14,029 Est. Cost $144.92 Unrealized +36.1%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $2,327 Shares 24,200 Est. Cost $108.14 Unrealized +2.5%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.8%
Value ($000) $2,323 Shares 98,947 Est. Cost $27.29 Unrealized
ETN EATON CORP PLC SHS 0.8%
Value ($000) $2,275 Shares 17,057 Est. Cost $132.73 Unrealized +0.5%
EOG EOG RES INC COM 0.7%
Value ($000) $2,092 Shares 18,724 Est. Cost $77.41 Unrealized +26.1%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.7%
Value ($000) $2,072 Shares 85,106 Est. Cost $25.80 Unrealized
MPC MARATHON PETE CORP COM 0.7%
Value ($000) $2,045 Shares 20,586 Est. Cost $50.63 Unrealized +71.6%
LCII LCI INDS COM 0.7%
Value ($000) $2,032 Shares 20,023 Est. Cost $117.18 Unrealized -9.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,948 Shares 45,329 Est. Cost $44.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,928 Shares 23,550 Est. Cost $66.86 Unrealized +25.4%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.7%
Value ($000) $1,876 Shares 75,188 Est. Cost $25.78 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $1,851 Shares 12,824 Est. Cost $108.32 Unrealized +41.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $1,829 Shares 8,800 Est. Cost $182.92 Unrealized +17.3%
TOTALENERGIES SE SPONSORED ADS 0.6%
Value ($000) $1,787 Shares 38,422 Est. Cost $51.05 Unrealized
CDW CDW CORP COM 0.6%
Value ($000) $1,767 Shares 11,321 Est. Cost $123.89 Unrealized +32.5%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.6%
Value ($000) $1,755 Shares 102,317 Est. Cost $20.19 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.6%
Value ($000) $1,738 Shares 10,062 Est. Cost $158.60 Unrealized +3.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.6%
Value ($000) $1,641 Shares 33,997 Est. Cost $50.76 Unrealized
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $1,611 Shares 14,344 Est. Cost $89.29 Unrealized +36.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.6%
Value ($000) $1,604 Shares 16,693 Est. Cost $105.49 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,568 Shares 31,818 Est. Cost $52.99 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.5%
Value ($000) $1,529 Shares 9,777 Est. Cost $174.66 Unrealized -4.0%
CCI CROWN CASTLE INC COM 0.5%
Value ($000) $1,494 Shares 10,336 Est. Cost $114.43 Unrealized +24.6%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,415 Shares 16,203 Est. Cost $49.15 Unrealized +65.5%
GRMN GARMIN LTD SHS 0.5%
Value ($000) $1,410 Shares 17,561 Est. Cost $77.73 Unrealized +12.8%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,380 Shares 16,623 Est. Cost $55.66 Unrealized +45.4%
PCAR PACCAR INC COM 0.5%
Value ($000) $1,326 Shares 15,845 Est. Cost $51.82 Unrealized -2.9%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,181 Shares 5,116 Est. Cost $166.96 Unrealized +41.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $1,043 Shares 20,367 Est. Cost $56.79 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $1,033 Shares 5,500 Est. Cost $126.97 Unrealized +43.6%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,019 Shares 23,404 Est. Cost $41.07 Unrealized -2.1%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.3%
Value ($000) $1,001 Shares 24,485 Est. Cost $36.53 Unrealized
ZTS ZOETIS INC CL A 0.3%
Value ($000) $983 Shares 6,632 Est. Cost $117.47 Unrealized +37.4%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $966 Shares 5,786 Est. Cost $135.57 Unrealized +19.6%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $966 Shares 7,099 Est. Cost $121.88 Unrealized +9.8%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $965 Shares 6,234 Est. Cost $92.63 Unrealized +63.7%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $940 Shares 9,259 Est. Cost $85.27 Unrealized
ORCL ORACLE CORP COM 0.3%
Value ($000) $870 Shares 14,245 Est. Cost $59.48 Unrealized +17.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $855 Shares 3,475 Est. Cost $138.50 Unrealized +118.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $820 Shares 22,641 Est. Cost $29.25 Unrealized +7.2%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $799 Shares 3,435 Est. Cost $163.55 Unrealized +38.4%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $790 Shares 4,815 Est. Cost $167.62 Unrealized +2.7%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $783 Shares 11,700 Est. Cost $26.17 Unrealized +34.6%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $777 Shares 22,185 Est. Cost $30.71 Unrealized
TILRAY BRANDS INC COM CL 2 0.3%
Value ($000) $752 Shares 273,520 Est. Cost $15.22 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $749 Shares 25,822 Est. Cost $26.57 Unrealized +15.7%
DTE DTE ENERGY CO COM 0.3%
Value ($000) $747 Shares 6,495 Est. Cost $81.39 Unrealized +41.1%
DE DEERE & CO COM 0.3%
Value ($000) $723 Shares 2,165 Est. Cost $326.72 Unrealized -0.1%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $723 Shares 17,894 Est. Cost $25.53 Unrealized +29.5%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $701 Shares 29,071 Est. Cost $26.80 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $697 Shares 30,325 Est. Cost $26.97 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $692 Shares 12,301 Est. Cost $48.04 Unrealized +19.4%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $653 Shares 1,990 Est. Cost $279.47 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $629 Shares 10,393 Est. Cost $51.91 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $625 Shares 12,466 Est. Cost $50.19 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $617 Shares 11,570 Est. Cost $46.55 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $607 Shares 11,076 Est. Cost $42.99 Unrealized +31.7%
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.2%
Value ($000) $603 Shares 23,265 Est. Cost $26.21 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $562 Shares 11,689 Est. Cost $41.33 Unrealized
XYL XYLEM INC COM 0.2%
Value ($000) $561 Shares 6,421 Est. Cost $71.19 Unrealized +22.6%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $549 Shares 1,978 Est. Cost $200.70 Unrealized +31.9%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $540 Shares 4,277 Est. Cost $140.39 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $526 Shares 13,212 Est. Cost $37.93 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $510 Shares 1,739 Est. Cost $179.84 Unrealized +65.2%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.2%
Value ($000) $473 Shares 18,753 Est. Cost $25.79 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $441 Shares 3,770 Est. Cost $100.09 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $439 Shares 12,217 Est. Cost $42.19 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $437 Shares 16,940 Est. Cost $48.68 Unrealized -33.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.2%
Value ($000) $435 Shares 17,282 Est. Cost $27.37 Unrealized
DIVB ISHARES U.S. DIVIDEND & BUYBACK ETF 0.1%
Value ($000) $422 Shares 12,496 Est. Cost $38.17 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $407 Shares 15,459 Est. Cost $30.57 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $380 Shares 2,628 Est. Cost $153.07 Unrealized +2.0%
MTB M & T BK CORP COM 0.1%
Value ($000) $375 Shares 2,124 Est. Cost $149.08 Unrealized +6.0%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.1%
Value ($000) $358 Shares 14,044 Est. Cost $26.08 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $354 Shares 3,731 Est. Cost $85.02 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $352 Shares 1,577 Est. Cost $172.49 Unrealized +15.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $342 Shares 4,750 Est. Cost $57.60 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $337 Shares 3,934 Est. Cost $63.87 Unrealized +34.4%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $336 Shares 8,837 Est. Cost $40.88 Unrealized -12.5%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $336 Shares 1,602 Est. Cost $148.41 Unrealized +50.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $322 Shares 5,509 Est. Cost $47.64 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.1%
Value ($000) $321 Shares 12,673 Est. Cost $31.53 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $320 Shares 5,744 Est. Cost $60.45 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $316 Shares 3,600 Est. Cost $108.03 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $306 Shares 2,267 Est. Cost $96.32 Unrealized +50.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $303 Shares 10,600 Est. Cost $23.30 Unrealized
T AT&T INC COM 0.1%
Value ($000) $297 Shares 19,364 Est. Cost $15.64 Unrealized -3.6%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $280 Shares 9,320 Est. Cost $29.29 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $279 Shares 6,925 Est. Cost $39.03 Unrealized +0.5%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $274 Shares 4,901 Est. Cost $78.01 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.1%
Value ($000) $272 Shares 10,006 Est. Cost $31.06 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $263 Shares 1,200 Est. Cost $208.76 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $261 Shares 4,756 Est. Cost $52.53 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $258 Shares 8,073 Est. Cost $28.35 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value ($000) $257 Shares 5,412 Est. Cost $47.67 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $255 Shares 3,384 Est. Cost $84.71 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $252 Shares 1,858 Est. Cost $303.28 Unrealized -46.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $248 Shares 2,091 Est. Cost $93.86 Unrealized +23.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $247 Shares 2,000 Est. Cost $99.50 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $245 Shares 518 Est. Cost $332.60 Unrealized +49.8%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $242 Shares 2,800 Est. Cost $68.37 Unrealized +27.4%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $240 Shares 8,636 Est. Cost $30.11 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $238 Shares 3,787 Est. Cost $61.84 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $237 Shares 5,420 Est. Cost $29.04 Unrealized +39.1%
MMM 3M CO COM 0.1%
Value ($000) $236 Shares 2,134 Est. Cost $126.87 Unrealized -24.0%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $234 Shares 3,263 Est. Cost $57.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $204 Shares 8,575 Est. Cost $22.90 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $202 Shares 3,986 Est. Cost $67.21 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $192 Shares 1,380 Est. Cost $111.72 Unrealized +25.6%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $192 Shares 537 Est. Cost $328.18 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $185 Shares 7,165 Est. Cost $30.40 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $184 Shares 1,100 Est. Cost $134.65 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $178 Shares 3,600 Est. Cost $54.02 Unrealized +10.3%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $178 Shares 741 Est. Cost $124.21 Unrealized +86.8%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $175 Shares 2,900 Est. Cost $45.88 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $168 Shares 12,401 Est. Cost $9.78 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $167 Shares 1,375 Est. Cost $102.13 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $164 Shares 507 Est. Cost $123.63 Unrealized +149.2%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $159 Shares 2,955 Est. Cost $75.29 Unrealized -26.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $155 Shares 4,890 Est. Cost $36.60 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $154 Shares 1,984 Est. Cost $68.42 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.1%
Value ($000) $152 Shares 2,923 Est. Cost $36.69 Unrealized +27.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $141 Shares 560 Est. Cost $112.25 Unrealized +123.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $139 Shares 1,474 Est. Cost $124.45 Unrealized -16.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $138 Shares 1,495 Est. Cost $77.62 Unrealized +29.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $136 Shares 697 Est. Cost $160.93 Unrealized +26.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $134 Shares 1,130 Est. Cost $79.88 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $133 Shares 1,868 Est. Cost $82.15 Unrealized +0.8%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $132 Shares 2,207 Est. Cost $59.81 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $129 Shares 2,810 Est. Cost $100.02 Unrealized -50.8%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $128 Shares 2,492 Est. Cost $73.18 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $124 Shares 1,300 Est. Cost $70.26 Unrealized +24.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $124 Shares 918 Est. Cost $157.36 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $122 Shares 547 Est. Cost $241.03 Unrealized -2.7%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $122 Shares 9,500 Est. Cost $12.77 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $121 Shares 1,166 Est. Cost $95.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $119 Shares 14,600 Est. Cost $24.69 Unrealized -64.0%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $119 Shares 6,221 Est. Cost $17.45 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $112 Shares 783 Est. Cost $92.77 Unrealized +43.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $111 Shares 485 Est. Cost $183.61 Unrealized +25.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $110 Shares 910 Est. Cost $20.76 Unrealized -24.0%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $109 Shares 5,683 Est. Cost $28.90 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $105 Shares 1,547 Est. Cost $51.05 Unrealized +31.1%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $103 Shares 6,215 Est. Cost $15.32 Unrealized -3.6%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $100 Shares 800 Est. Cost $109.23 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $100 Shares 3,850 Est. Cost $26.75 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $97 Shares 535 Est. Cost $140.59 Unrealized +29.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $94 Shares 1,250 Est. Cost $80.35 Unrealized
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $93 Shares 4,791 Est. Cost $20.23 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $92 Shares 6,855 Est. Cost $16.06 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $92 Shares 255 Est. Cost $366.72 Unrealized +4.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $92 Shares 900 Est. Cost $163.91 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $92 Shares 305 Est. Cost $330.90 Unrealized +1.1%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $91 Shares 1,150 Est. Cost $112.17 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $89 Shares 1,107 Est. Cost $71.57 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $88 Shares 1,750 Est. Cost $50.86 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $87 Shares 1,227 Est. Cost $56.69 Unrealized +33.6%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $87 Shares 803 Est. Cost $100.68 Unrealized 0.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $81 Shares 800 Est. Cost $108.75 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $80 Shares 711 Est. Cost $93.15 Unrealized +36.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $78 Shares 356 Est. Cost $118.80 Unrealized +72.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $78 Shares 345 Est. Cost $195.39 Unrealized +11.5%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $77 Shares 5,111 Est. Cost $23.09 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $76 Shares 3,504 Est. Cost $26.52 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $45.69 Unrealized +21.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $74 Shares 4,450 Est. Cost $18.49 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $73 Shares 900 Est. Cost $83.76 Unrealized -3.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $72 Shares 6,276 Est. Cost $18.55 Unrealized -26.7%
BA BOEING CO COM 0.0%
Value ($000) $72 Shares 595 Est. Cost $197.83 Unrealized -22.5%
KMPR KEMPER CORP COM 0.0%
Value ($000) $72 Shares 1,740 Est. Cost $85.42 Unrealized -45.2%
TSLA TESLA INC COM 0.0%
Value ($000) $71 Shares 267 Est. Cost $242.04 Unrealized +15.4%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $70 Shares 1,944 Est. Cost $38.13 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $69 Shares 966 Est. Cost $84.18 Unrealized -8.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $69 Shares 2,952 Est. Cost $26.93 Unrealized -4.8%
REVANCE THERAPEUTICS INC COM 0.0%
Value ($000) $68 Shares 2,500 Est. Cost $27.20 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $67 Shares 420 Est. Cost $123.35 Unrealized +26.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $64 Shares 2,170 Est. Cost $35.52 Unrealized -5.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $61 Shares 200 Est. Cost $394.19 Unrealized -11.8%
BLACKROCK INC COM 0.0%
Value ($000) $61 Shares 110 Est. Cost $709.92 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $61 Shares 869 Est. Cost $81.70 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $60 Shares 1,208 Est. Cost $54.64 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $59 Shares 1,640 Est. Cost $37.46 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $58 Shares 700 Est. Cost $112.18 Unrealized -14.2%
AFL AFLAC INC COM 0.0%
Value ($000) $58 Shares 1,030 Est. Cost $50.98 Unrealized +7.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $58 Shares 1,750 Est. Cost $34.08 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $56 Shares 261 Est. Cost $200.49 Unrealized +14.1%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $55 Shares 2,519 Est. Cost $28.98 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 1,780 Est. Cost $38.12 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $54 Shares 578 Est. Cost $78.44 Unrealized +3.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $53 Shares 285 Est. Cost $30.36 Unrealized +20.9%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $53 Shares 2,130 Est. Cost $35.68 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $53 Shares 600 Est. Cost $54.72 Unrealized +52.9%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $24.80 Unrealized +17.2%
CSX CSX CORP COM 0.0%
Value ($000) $52 Shares 1,954 Est. Cost $27.87 Unrealized +6.2%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $52 Shares 293 Est. Cost $227.11 Unrealized +0.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $52 Shares 560 Est. Cost $72.15 Unrealized +30.3%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $52 Shares 598 Est. Cost $88.17 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $51 Shares 189 Est. Cost $190.99 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $50 Shares 2,050 Est. Cost $37.07 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $49 Shares 379 Est. Cost $128.86 Unrealized +8.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $47 Shares 885 Est. Cost $53.88 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $47 Shares 530 Est. Cost $64.67 Unrealized +45.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $46 Shares 532 Est. Cost $117.95 Unrealized -25.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $46 Shares 125 Est. Cost $536.00 Unrealized
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $46 Shares 903 Est. Cost $62.02 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $45 Shares 5,486 Est. Cost $9.37 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $44 Shares 3,326 Est. Cost $14.95 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $43 Shares 1,024 Est. Cost $62.91 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $42 Shares 130 Est. Cost $526.03 Unrealized -30.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $42 Shares 336 Est. Cost $129.54 Unrealized +0.8%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $42 Shares 893 Est. Cost $51.08 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $41 Shares 349 Est. Cost $56.58 Unrealized +94.1%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $41 Shares 5,583 Est. Cost $19.40 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $40 Shares 370 Est. Cost $150.77 Unrealized -17.6%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $40 Shares 545 Est. Cost $84.31 Unrealized +18.1%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $40 Shares 850 Est. Cost $39.57 Unrealized +19.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $39 Shares 322 Est. Cost $99.37 Unrealized +24.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $39 Shares 187 Est. Cost $278.07 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $44.00 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $38 Shares 640 Est. Cost $65.24 Unrealized -12.8%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $38 Shares 625 Est. Cost $70.15 Unrealized -1.7%
MCO MOODYS CORP COM 0.0%
Value ($000) $38 Shares 155 Est. Cost $325.21 Unrealized -13.2%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $37.13 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $38 Shares 547 Est. Cost $51.06 Unrealized +19.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $37 Shares 370 Est. Cost $50.34 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $37 Shares 504 Est. Cost $68.00 Unrealized
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $37 Shares 1,790 Est. Cost $22.75 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $35 Shares 340 Est. Cost $116.88 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $32 Shares 514 Est. Cost $62.95 Unrealized -31.4%
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $32 Shares 711 Est. Cost $50.76 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $14.81 Unrealized +309.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $31 Shares 202 Est. Cost $113.98 Unrealized +33.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $31 Shares 459 Est. Cost $54.67 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $65.33 Unrealized +12.8%
INTU INTUIT COM 0.0%
Value ($000) $31 Shares 80 Est. Cost $414.19 Unrealized +2.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $31 Shares 1,337 Est. Cost $25.37 Unrealized -14.9%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $31 Shares 535 Est. Cost $54.82 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $30 Shares 268 Est. Cost $105.91 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $30 Shares 233 Est. Cost $44.34 Unrealized -5.3%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $30 Shares 399 Est. Cost $90.26 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $30 Shares 660 Est. Cost $38.41 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $30 Shares 609 Est. Cost $50.99 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $29 Shares 705 Est. Cost $47.24 Unrealized +2.6%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $28 Shares 628 Est. Cost $37.85 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $28 Shares 614 Est. Cost $47.59 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $106.09 Unrealized
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $28 Shares 1,459 Est. Cost $74.02 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $28 Shares 486 Est. Cost $49.42 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $27 Shares 473 Est. Cost $44.55 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $27 Shares 920 Est. Cost $29.35 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $108.26 Unrealized
JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $26 Shares 625 Est. Cost $41.60 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $26 Shares 440 Est. Cost $53.81 Unrealized +6.5%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $26 Shares 391 Est. Cost $53.80 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $26 Shares 770 Est. Cost $30.41 Unrealized +3.5%
DOW DOW INC COM 0.0%
Value ($000) $25 Shares 567 Est. Cost $32.94 Unrealized +25.9%
BMI BADGER METER INC COM 0.0%
Value ($000) $25 Shares 267 Est. Cost $95.17 Unrealized -4.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $25 Shares 280 Est. Cost $82.14 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $121.57 Unrealized -7.7%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $25 Shares 2,100 Est. Cost $14.91 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $24 Shares 630 Est. Cost $37.76 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $24 Shares 297 Est. Cost $87.29 Unrealized
JOE ST JOE CO COM 0.0%
Value ($000) $23 Shares 703 Est. Cost $49.24 Unrealized -21.3%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $23 Shares 321 Est. Cost $62.23 Unrealized +6.4%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $23 Shares 2,118 Est. Cost $11.89 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $23 Shares 350 Est. Cost $66.03 Unrealized -3.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $22 Shares 199 Est. Cost $109.73 Unrealized +2.2%
EXC EXELON CORP COM 0.0%
Value ($000) $22 Shares 587 Est. Cost $33.67 Unrealized +16.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 251 Est. Cost $79.73 Unrealized +13.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $21 Shares 105 Est. Cost $248.47 Unrealized -18.3%
NDSN NORDSON CORP COM 0.0%
Value ($000) $21 Shares 97 Est. Cost $219.29 Unrealized -2.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $21 Shares 492 Est. Cost $51.51 Unrealized -18.1%
NKE NIKE INC CL B 0.0%
Value ($000) $21 Shares 248 Est. Cost $95.94 Unrealized +5.9%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $21 Shares 1,245 Est. Cost $20.60 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $20 Shares 195 Est. Cost $123.55 Unrealized -9.8%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $20 Shares 436 Est. Cost $43.38 Unrealized -0.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 281 Est. Cost $57.94 Unrealized +25.1%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $20 Shares 521 Est. Cost $32.63 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $20 Shares 146 Est. Cost $151.27 Unrealized -1.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $105.41 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $36.84 Unrealized -3.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $19 Shares 524 Est. Cost $47.54 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $19 Shares 1,020 Est. Cost $42.16 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $19 Shares 250 Est. Cost $30.00 Unrealized +130.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $19 Shares 186 Est. Cost $30.72 Unrealized +187.0%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $19 Shares 820 Est. Cost $34.10 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $19 Shares 46 Est. Cost $345.46 Unrealized +27.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $18 Shares 219 Est. Cost $47.25 Unrealized +51.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $18 Shares 1,650 Est. Cost $10.19 Unrealized +6.6%
WEN WENDYS CO COM 0.0%
Value ($000) $18 Shares 954 Est. Cost $22.62 Unrealized -11.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $18 Shares 265 Est. Cost $75.65 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $18 Shares 280 Est. Cost $85.27 Unrealized -0.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $18 Shares 268 Est. Cost $56.00 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $18 Shares 2,098 Est. Cost $10.78 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $18 Shares 420 Est. Cost $56.79 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $18 Shares 315 Est. Cost $31.29 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $17 Shares 613 Est. Cost $26.10 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $17 Shares 833 Est. Cost $24.18 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $17 Shares 2,500 Est. Cost $8.80 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $16 Shares 70 Est. Cost $188.81 Unrealized +20.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 52 Est. Cost $307.69 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $16 Shares 1,205 Est. Cost $54.63 Unrealized -71.8%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $53.02 Unrealized +22.3%
PPL PPL CORP COM 0.0%
Value ($000) $16 Shares 612 Est. Cost $25.20 Unrealized +1.1%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $15 Shares 534 Est. Cost $21.17 Unrealized +31.8%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $15 Shares 4,417 Est. Cost $3.47 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $15 Shares 435 Est. Cost $39.75 Unrealized
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $15 Shares 395 Est. Cost $48.10 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $15 Shares 400 Est. Cost $35.00 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $15 Shares 409 Est. Cost $26.89 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $15 Shares 1,200 Est. Cost $40.49 Unrealized -55.7%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $14 Shares 145 Est. Cost $99.95 Unrealized -3.8%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $14 Shares 900 Est. Cost $12.22 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $14 Shares 490 Est. Cost $29.04 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $14 Shares 435 Est. Cost $28.15 Unrealized +25.9%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $14 Shares 68 Est. Cost $264.71 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $14 Shares 45 Est. Cost $403.55 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $73.33 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $171.05 Unrealized +28.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $13 Shares 335 Est. Cost $48.46 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $13 Shares 806 Est. Cost $21.51 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $13 Shares 850 Est. Cost $20.00 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.00 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $13 Shares 65 Est. Cost $196.18 Unrealized 0.0%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $13 Shares 1,900 Est. Cost $8.12 Unrealized +10.1%
CACI CACI INTL INC CL A 0.0%
Value ($000) $13 Shares 48 Est. Cost $276.04 Unrealized +2.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $13 Shares 44 Est. Cost $266.70 Unrealized +21.9%
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.43 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $13 Shares 93 Est. Cost $193.55 Unrealized
COHEN & STEERS SELECT PFD & IN COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $22.86 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $13 Shares 337 Est. Cost $42.09 Unrealized -8.1%
LIVENT CORP COM 0.0%
Value ($000) $12 Shares 395 Est. Cost $24.00 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $12 Shares 490 Est. Cost $26.53 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $12 Shares 340 Est. Cost $39.47 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $12 Shares 250 Est. Cost $28.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $12 Shares 144 Est. Cost $61.74 Unrealized +22.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $12 Shares 157 Est. Cost $75.26 Unrealized +31.7%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.11 Unrealized -5.8%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $12 Shares 1,002 Est. Cost $18.30 Unrealized -23.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $11 Shares 300 Est. Cost $43.33 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $234.79 Unrealized +3.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $11 Shares 124 Est. Cost $66.76 Unrealized +22.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.65 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 223 Est. Cost $50.02 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $11 Shares 102 Est. Cost $107.43 Unrealized -3.4%
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $11 Shares 438 Est. Cost $27.26 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.0%
Value ($000) $11 Shares 1,125 Est. Cost $10.67 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $11 Shares 1,521 Est. Cost $8.82 Unrealized -8.0%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $14.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 285 Est. Cost $31.23 Unrealized +10.1%
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.00 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $36.64 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.95 Unrealized -0.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $10 Shares 49 Est. Cost $304.63 Unrealized -23.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $9 Shares 370 Est. Cost $26.86 Unrealized +8.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 126 Est. Cost $79.37 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $9 Shares 371 Est. Cost $26.95 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $9 Shares 67 Est. Cost $119.60 Unrealized +23.5%
LHC GROUP INC COM 0.0%
Value ($000) $9 Shares 57 Est. Cost $175.44 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $9 Shares 83 Est. Cost $82.11 Unrealized +23.6%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $9 Shares 800 Est. Cost $16.25 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $9 Shares 141 Est. Cost $63.83 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 167 Est. Cost $65.82 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 189 Est. Cost $45.80 Unrealized -14.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $62.82 Unrealized +23.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 50 Est. Cost $141.00 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 101 Est. Cost $55.34 Unrealized
LITHIUM AMERS CORP NEW COM NEW 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $8 Shares 341 Est. Cost $36.92 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $8 Shares 157 Est. Cost $30.81 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $8 Shares 437 Est. Cost $33.48 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.67 Unrealized
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $8 Shares 1,040 Est. Cost $7.62 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $205.72 Unrealized -19.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 187 Est. Cost $40.41 Unrealized +8.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $7 Shares 117 Est. Cost $63.23 Unrealized -5.3%
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $7 Shares 167 Est. Cost $57.24 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $7 Shares 120 Est. Cost $69.49 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $182.23 Unrealized -56.1%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $7 Shares 907 Est. Cost $7.36 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $7 Shares 80 Est. Cost $111.41 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $186.36 Unrealized -1.8%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $7 Shares 74 Est. Cost $97.35 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $7 Shares 41 Est. Cost $161.57 Unrealized +5.5%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $6 Shares 388 Est. Cost $20.69 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 64 Est. Cost $129.93 Unrealized -22.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $6 Shares 130 Est. Cost $60.67 Unrealized -10.7%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.16 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.16 Unrealized +1.1%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $486.73 Unrealized -47.1%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $6 Shares 503 Est. Cost $13.29 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $6 Shares 212 Est. Cost $39.42 Unrealized -23.0%
MASI MASIMO CORP COM 0.0%
Value ($000) $6 Shares 46 Est. Cost $192.01 Unrealized -23.9%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $6 Shares 481 Est. Cost $12.47 Unrealized
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $6 Shares 1,354 Est. Cost $32.17 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $149.14 Unrealized -20.1%
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 112 Est. Cost $52.51 Unrealized +7.0%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $6 Shares 324 Est. Cost $30.97 Unrealized
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $6 Shares 156 Est. Cost $37.98 Unrealized -3.6%
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $5 Shares 229 Est. Cost $23.38 Unrealized -0.7%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $91.89 Unrealized -8.5%
APTIV PLC SHS 0.0%
Value ($000) $5 Shares 65 Est. Cost $123.08 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 70 Est. Cost $149.33 Unrealized -51.5%
PROTERRA INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $8.00 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $131.95 Unrealized -34.2%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $22.86 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $5 Shares 735 Est. Cost $12.24 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $5 Shares 185 Est. Cost $54.05 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $65.65 Unrealized -3.7%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $5 Shares 206 Est. Cost $23.61 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 125 Est. Cost $56.00 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 102 Est. Cost $29.29 Unrealized -24.0%
BLACK KNIGHT INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $43.25 Unrealized
MMS MAXIMUS INC COM 0.0%
Value ($000) $5 Shares 93 Est. Cost $76.52 Unrealized -18.5%
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $5 Shares 182 Est. Cost $162.03 Unrealized -78.3%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $5 Shares 501 Est. Cost $11.98 Unrealized
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $47.81 Unrealized
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.79 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $4 Shares 118 Est. Cost $49.14 Unrealized -15.1%
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $3.22 Unrealized -26.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $54.50 Unrealized -26.2%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $85.90 Unrealized -22.6%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized +4.1%
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $10.00 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $4 Shares 225 Est. Cost $21.68 Unrealized +3.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 426 Est. Cost $15.05 Unrealized -30.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $4 Shares 250 Est. Cost $42.20 Unrealized
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $4 Shares 162 Est. Cost $30.46 Unrealized -22.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $179.93 Unrealized -47.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 514 Est. Cost $13.11 Unrealized -35.7%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.99 Unrealized
USPH U S PHYSICAL THERAPY COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $95.37 Unrealized +0.8%
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 220 Est. Cost $40.95 Unrealized -57.8%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.84 Unrealized +6.8%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $3 Shares 276 Est. Cost $14.49 Unrealized
GAMB GAMBLING COM GROUP LIMITED ORDINARY SHARES 0.0%
Value ($000) $3 Shares 400 Est. Cost $8.36 Unrealized -6.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 107 Est. Cost $25.42 Unrealized +2.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $118.06 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $3 Shares 69 Est. Cost $32.08 Unrealized +13.8%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.07 Unrealized +2.2%
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $85.42 Unrealized -49.5%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $3 Shares 63 Est. Cost $47.62 Unrealized
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.67 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $52.56 Unrealized -8.7%
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 320 Est. Cost $15.63 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +193.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.79 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $42.37 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $36.44 Unrealized -60.6%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.90 Unrealized +7.2%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $2 Shares 109 Est. Cost $29.53 Unrealized -38.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $132.88 Unrealized -29.6%
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.10 Unrealized -3.1%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.52 Unrealized +28.6%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $75.03 Unrealized -4.3%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.13 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $56.16 Unrealized -30.2%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.93 Unrealized -5.4%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $2 Shares 58 Est. Cost $61.82 Unrealized -0.5%
GAMIDA CELL LTD SHS 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.00 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 87 Est. Cost $11.76 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized -35.2%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +13.9%
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $377.13 Unrealized -56.1%
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $62.42 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $1 Shares 216 Est. Cost $16.97 Unrealized -58.3%
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +56.6%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.30 Unrealized +16.2%
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $7.07 Unrealized -53.2%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $57.15 Unrealized +5.5%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized -15.1%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized +8.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $216.70 Unrealized -67.3%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized +8.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $58.40 Unrealized -28.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.32 Unrealized -39.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.46 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +11.7%
POLARITYTE INC COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $87.48 Unrealized -56.4%
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $35.66 Unrealized +3.9%
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 107 Est. Cost $16.77 Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized -75.3%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $0 Shares 64 Est. Cost $16.00 Unrealized
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 116 Est. Cost $3.83 Unrealized -40.7%
NIKOLA CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.54 Unrealized +34.3%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $47.18 Unrealized
RIBT RICEBRAN TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.90 Unrealized 0.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized -55.5%
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $0 Shares 184 Est. Cost $16.75 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 115 Est. Cost $42.25 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $24.20 Unrealized -89.6%
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +24.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +84.2%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BELLICUM PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized -2.3%