Ashton Thomas Private Wealth, LLC Diversified Active

CIK: 0002019663 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $239,630 (100.0% shares, 0.0% debt)

Holdings (184)

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 10.2%
Value ($000) $24,356 Shares 279,404 Est. Cost $87.16 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 8.2%
Value ($000) $19,764 Shares 181,753 Est. Cost $107.26 Unrealized
UPRO PROSHARES ULTRAPRO S&P500 2.6%
Value ($000) $6,262 Shares 113,297 Est. Cost $53.85 Unrealized
UDOW PROSHARES ULTRAPRO DOW30 2.6%
Value ($000) $6,258 Shares 59,512 Est. Cost $102.41 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 2.5%
Value ($000) $6,093 Shares 98,861 Est. Cost $61.34 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 2.4%
Value ($000) $5,751 Shares 103,297 Est. Cost $61.21 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 2.0%
Value ($000) $4,757 Shares 176,112 Est. Cost $27.02 Unrealized
DG DOLLAR GEN CORP NEW COM 1.9%
Value ($000) $4,442 Shares 27,949 Est. Cost $106.27 Unrealized +25.0%
PGR PROGRESSIVE CORP COM 1.7%
Value ($000) $4,174 Shares 54,030 Est. Cost $56.53 Unrealized +14.3%
CCK CROWN HLDGS INC COM 1.7%
Value ($000) $4,108 Shares 62,179 Est. Cost $55.51 Unrealized +9.7%
LKQ LKQ CORP COM 1.7%
Value ($000) $4,085 Shares 129,873 Est. Cost $24.30 Unrealized +1.1%
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 1.4%
Value ($000) $3,408 Shares 255,283 Est. Cost $13.86 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 1.4%
Value ($000) $3,360 Shares 67,101 Est. Cost $50.08 Unrealized
IP INTERNATIONAL PAPER CO COM 1.4%
Value ($000) $3,326 Shares 79,536 Est. Cost $31.73 Unrealized -7.5%
FISV FISERV INC COM 1.2%
Value ($000) $2,938 Shares 28,366 Est. Cost $102.09 Unrealized 0.0%
AAPL APPLE INC COM 1.2%
Value ($000) $2,873 Shares 12,828 Est. Cost $40.56 Unrealized +23.8%
FDX FEDEX CORP COM 1.2%
Value ($000) $2,810 Shares 19,306 Est. Cost $155.84 Unrealized -8.1%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 1.2%
Value ($000) $2,793 Shares 27,302 Est. Cost $83.21 Unrealized 0.0%
META META PLATFORMS INC CL A 1.1%
Value ($000) $2,674 Shares 15,016 Est. Cost $157.93 Unrealized +19.5%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 0 1.1%
Value ($000) $2,612 Shares 26,186 Est. Cost $99.81 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 1.1%
Value ($000) $2,583 Shares 25,393 Est. Cost $101.69 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1.0%
Value ($000) $2,497 Shares 48,034 Est. Cost $51.52 Unrealized
PINNACLE FINL PARTNERS INC COM 1.0%
Value ($000) $2,485 Shares 43,793 Est. Cost $55.04 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $2,470 Shares 17,765 Est. Cost $107.14 Unrealized +21.3%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $2,335 Shares 1,345 Est. Cost $84.65 Unrealized +9.5%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 1.0%
Value ($000) $2,307 Shares 92,757 Est. Cost $24.87 Unrealized
NUANCE COMMUNICATIONS INC COM 0.9%
Value ($000) $2,201 Shares 134,944 Est. Cost $16.83 Unrealized
BAC BANK AMERICA CORP COM 0.9%
Value ($000) $2,176 Shares 74,584 Est. Cost $24.17 Unrealized +1.6%
HANESBRANDS INC COM 0.9%
Value ($000) $2,172 Shares 141,798 Est. Cost $17.35 Unrealized
FAF FIRST AMERN FINL CORP COM 0.9%
Value ($000) $2,152 Shares 36,474 Est. Cost $39.71 Unrealized +16.0%
GPK GRAPHIC PACKAGING HLDG CO COM 0.9%
Value ($000) $2,133 Shares 144,586 Est. Cost $12.29 Unrealized +14.2%
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $2,015 Shares 39,526 Est. Cost $50.91 Unrealized
AFIF ANFIELD UNIVERSAL FIXED INCOME ETF 0.8%
Value ($000) $1,971 Shares 202,373 Est. Cost $9.96 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $1,730 Shares 24,497 Est. Cost $55.61 Unrealized -3.3%
COR CENCORA INC COM 0.7%
Value ($000) $1,697 Shares 20,608 Est. Cost $63.03 Unrealized +11.1%
TROW PRICE T ROWE GROUP INC COM 0.7%
Value ($000) $1,649 Shares 14,431 Est. Cost $75.23 Unrealized +14.0%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.7%
Value ($000) $1,645 Shares 45,305 Est. Cost $29.69 Unrealized +9.6%
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value ($000) $1,602 Shares 13,371 Est. Cost $80.85 Unrealized +10.0%
KELLANOVA COM 0.6%
Value ($000) $1,535 Shares 23,849 Est. Cost $41.49 Unrealized +9.3%
CLH CLEAN HARBORS INC COM 0.6%
Value ($000) $1,474 Shares 19,091 Est. Cost $62.57 Unrealized +18.2%
IVZ INVESCO LTD SHS 0.6%
Value ($000) $1,456 Shares 85,930 Est. Cost $13.73 Unrealized -4.4%
BLACKROCK INC COM 0.6%
Value ($000) $1,454 Shares 3,263 Est. Cost $432.61 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.6%
Value ($000) $1,448 Shares 128,868 Est. Cost $8.94 Unrealized +2.7%
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,349 Shares 5,816 Est. Cost $157.78 Unrealized +18.6%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $1,312 Shares 4,830 Est. Cost $212.84 Unrealized +25.0%
STWD STARWOOD PPTY TR INC COM 0.5%
Value ($000) $1,275 Shares 52,658 Est. Cost $22.41 Unrealized
INGR INGREDION INC COM 0.5%
Value ($000) $1,258 Shares 15,389 Est. Cost $93.18 Unrealized -14.8%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,253 Shares 22,645 Est. Cost $38.70 Unrealized +6.3%
THE NECESSITY RETAIL REIT INC COM CLASS A 0.5%
Value ($000) $1,233 Shares 88,354 Est. Cost $10.81 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.5%
Value ($000) $1,232 Shares 30,003 Est. Cost $34.77 Unrealized -5.0%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $1,221 Shares 21,912 Est. Cost $45.97 Unrealized +9.0%
WALGREENS BOOTS ALLIANCE INC COM 0.5%
Value ($000) $1,208 Shares 21,848 Est. Cost $55.31 Unrealized
CAH CARDINAL HEALTH INC COM 0.5%
Value ($000) $1,128 Shares 23,895 Est. Cost $40.58 Unrealized -6.0%
SU SUNCOR ENERGY INC NEW COM 0.5%
Value ($000) $1,111 Shares 35,183 Est. Cost $24.76 Unrealized -5.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $1,103 Shares 5,735 Est. Cost $150.08 Unrealized +17.6%
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $1,101 Shares 12,782 Est. Cost $52.76 Unrealized +34.0%
SFM SPROUTS FMRS MKT INC COM 0.4%
Value ($000) $1,077 Shares 55,701 Est. Cost $23.46 Unrealized -21.7%
ROST ROSS STORES INC COM 0.4%
Value ($000) $1,063 Shares 9,677 Est. Cost $91.29 Unrealized +8.5%
V VISA INC COM CL A 0.4%
Value ($000) $1,063 Shares 6,180 Est. Cost $146.88 Unrealized +16.0%
SKY SKYLINE CHAMPION CORPORATION COM 0.4%
Value ($000) $1,031 Shares 34,266 Est. Cost $22.85 Unrealized +26.6%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,010 Shares 3,384 Est. Cost $284.98 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.4%
Value ($000) $1,000 Shares 63,232 Est. Cost $11.23 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $980 Shares 4,711 Est. Cost $202.10 Unrealized +1.9%
MAS MASCO CORP COM 0.4%
Value ($000) $976 Shares 23,418 Est. Cost $36.09 Unrealized 0.0%
MRTN MARTEN TRANS LTD COM 0.4%
Value ($000) $971 Shares 46,742 Est. Cost $10.28 Unrealized +8.9%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $967 Shares 5,714 Est. Cost $121.94 Unrealized +14.2%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $961 Shares 6,859 Est. Cost $107.66 Unrealized 0.0%
MCK MCKESSON CORP COM 0.4%
Value ($000) $954 Shares 6,981 Est. Cost $117.52 Unrealized +15.4%
OXY OCCIDENTAL PETE CORP COM 0.4%
Value ($000) $948 Shares 21,317 Est. Cost $52.76 Unrealized -20.9%
VTR VENTAS INC COM 0.4%
Value ($000) $926 Shares 12,682 Est. Cost $47.52 Unrealized +15.7%
KO COCA COLA CO COM 0.4%
Value ($000) $915 Shares 16,808 Est. Cost $38.10 Unrealized +15.4%
CMA COMERICA INC COM 0.4%
Value ($000) $914 Shares 13,858 Est. Cost $53.72 Unrealized -10.0%
CTRA COTERRA ENERGY INC COM 0.4%
Value ($000) $912 Shares 51,935 Est. Cost $18.70 Unrealized -23.2%
NKE NIKE INC CL B 0.4%
Value ($000) $876 Shares 9,327 Est. Cost $75.69 Unrealized +4.1%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $868 Shares 3,538 Est. Cost $159.47 Unrealized +20.3%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $795 Shares 651 Est. Cost $56.14 Unrealized +4.7%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.3%
Value ($000) $794 Shares 9,362 Est. Cost $74.01 Unrealized -2.6%
BEN FRANKLIN RESOURCES INC COM 0.3%
Value ($000) $787 Shares 27,278 Est. Cost $23.07 Unrealized -3.2%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $749 Shares 5,787 Est. Cost $111.12 Unrealized -1.0%
BKNG BOOKING HOLDINGS INC COM 0.3%
Value ($000) $740 Shares 377 Est. Cost $1760.98 Unrealized +8.2%
EOG EOG RES INC COM 0.3%
Value ($000) $714 Shares 9,617 Est. Cost $71.64 Unrealized -14.2%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $708 Shares 7,734 Est. Cost $91.60 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $705 Shares 5,988 Est. Cost $86.21 Unrealized +10.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $699 Shares 6,122 Est. Cost $112.78 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.3%
Value ($000) $694 Shares 12,256 Est. Cost $43.09 Unrealized +7.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $686 Shares 5,378 Est. Cost $120.73 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $630 Shares 5,312 Est. Cost $30.14 Unrealized +14.3%
DBI DESIGNER BRANDS INC CL A 0.3%
Value ($000) $600 Shares 35,050 Est. Cost $17.23 Unrealized -15.8%
ABT ABBOTT LABS COM 0.2%
Value ($000) $598 Shares 7,148 Est. Cost $67.53 Unrealized +12.7%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $584 Shares 9,933 Est. Cost $58.83 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.2%
Value ($000) $579 Shares 11,511 Est. Cost $48.81 Unrealized
T AT&T INC COM 0.2%
Value ($000) $578 Shares 15,271 Est. Cost $14.88 Unrealized +14.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $574 Shares 5,076 Est. Cost $109.50 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $574 Shares 4,839 Est. Cost $88.01 Unrealized +4.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $567 Shares 5,473 Est. Cost $100.25 Unrealized +9.6%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.2%
Value ($000) $565 Shares 6,451 Est. Cost $83.27 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $554 Shares 4,254 Est. Cost $113.01 Unrealized +18.8%
NYF ISHARES NEW YORK MUNI BOND ETF 0.2%
Value ($000) $553 Shares 9,660 Est. Cost $55.85 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $552 Shares 10,298 Est. Cost $52.16 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $551 Shares 3,289 Est. Cost $160.97 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.2%
Value ($000) $550 Shares 8,447 Est. Cost $64.72 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $531 Shares 3,941 Est. Cost $140.35 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $529 Shares 4,707 Est. Cost $109.64 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.2%
Value ($000) $522 Shares 17,612 Est. Cost $28.71 Unrealized
ADBE ADOBE INC COM 0.2%
Value ($000) $511 Shares 1,851 Est. Cost $262.78 Unrealized +11.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $510 Shares 4,500 Est. Cost $110.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $486 Shares 2,329 Est. Cost $148.10 Unrealized +21.9%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $478 Shares 2,875 Est. Cost $156.97 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $460 Shares 3,357 Est. Cost $94.70 Unrealized +15.5%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $455 Shares 4,439 Est. Cost $70.58 Unrealized +9.5%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $443 Shares 8,975 Est. Cost $39.96 Unrealized +7.1%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.2%
Value ($000) $436 Shares 13,715 Est. Cost $31.81 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $436 Shares 2,253 Est. Cost $151.63 Unrealized +4.2%
IDN INTELLICHECK INC COM NEW 0.2%
Value ($000) $435 Shares 87,151 Est. Cost $5.00 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $425 Shares 1,826 Est. Cost $39.26 Unrealized +17.8%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $412 Shares 4,953 Est. Cost $66.54 Unrealized +8.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $409 Shares 3,423 Est. Cost $109.64 Unrealized
RED LION HOTELS CORP COM 0.2%
Value ($000) $407 Shares 62,878 Est. Cost $7.99 Unrealized
CBRE CBRE GROUP INC CL A 0.2%
Value ($000) $403 Shares 7,609 Est. Cost $48.29 Unrealized +8.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $397 Shares 4,346 Est. Cost $91.23 Unrealized
FDS FACTSET RESH SYS INC COM 0.2%
Value ($000) $394 Shares 1,622 Est. Cost $211.85 Unrealized +23.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $393 Shares 4,635 Est. Cost $84.12 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $389 Shares 4,094 Est. Cost $62.76 Unrealized +17.1%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $386 Shares 1,786 Est. Cost $173.18 Unrealized +15.6%
VMWARE INC CL A COM 0.2%
Value ($000) $380 Shares 2,535 Est. Cost $173.67 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $376 Shares 3,026 Est. Cost $82.79 Unrealized +22.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $376 Shares 3,460 Est. Cost $74.57 Unrealized +17.4%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $366 Shares 4,137 Est. Cost $70.16 Unrealized +14.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $365 Shares 2,259 Est. Cost $127.43 Unrealized +13.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $361 Shares 7,759 Est. Cost $46.49 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $358 Shares 294 Est. Cost $55.85 Unrealized +5.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $352 Shares 6,402 Est. Cost $46.07 Unrealized +9.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $351 Shares 5,027 Est. Cost $70.00 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $346 Shares 1,611 Est. Cost $157.13 Unrealized +17.6%
NFLX NETFLIX INC COM 0.1%
Value ($000) $342 Shares 1,277 Est. Cost $34.90 Unrealized -10.3%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $341 Shares 1,348 Est. Cost $212.50 Unrealized +5.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $333 Shares 2,982 Est. Cost $111.63 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $331 Shares 5,488 Est. Cost $40.44 Unrealized 0.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $329 Shares 2,412 Est. Cost $65.88 Unrealized +8.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $328 Shares 1,480 Est. Cost $149.33 Unrealized +28.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $322 Shares 4,384 Est. Cost $55.45 Unrealized +12.8%
AFL AFLAC INC COM 0.1%
Value ($000) $319 Shares 6,102 Est. Cost $41.48 Unrealized +9.4%
LIN LINDE PLC SHS 0.1%
Value ($000) $318 Shares 1,643 Est. Cost $152.62 Unrealized +15.6%
CB CHUBB LIMITED COM 0.1%
Value ($000) $315 Shares 1,951 Est. Cost $121.52 Unrealized +14.7%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $308 Shares 1,630 Est. Cost $180.75 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $307 Shares 2,793 Est. Cost $88.80 Unrealized +5.9%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $306 Shares 3,697 Est. Cost $61.84 Unrealized +11.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $304 Shares 7,760 Est. Cost $39.14 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $302 Shares 4,518 Est. Cost $56.04 Unrealized -3.0%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $301 Shares 3,524 Est. Cost $54.81 Unrealized +15.2%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $300 Shares 6,520 Est. Cost $44.86 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $287 Shares 1,890 Est. Cost $126.86 Unrealized +3.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $285 Shares 1,822 Est. Cost $118.95 Unrealized +9.4%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $284 Shares 2,578 Est. Cost $97.91 Unrealized -7.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $281 Shares 1,540 Est. Cost $148.00 Unrealized +8.4%
MMM 3M CO COM 0.1%
Value ($000) $278 Shares 1,694 Est. Cost $128.17 Unrealized -13.7%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $278 Shares 2,485 Est. Cost $89.78 Unrealized +12.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $277 Shares 960 Est. Cost $198.35 Unrealized +29.2%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $274 Shares 1,524 Est. Cost $172.36 Unrealized
PII POLARIS INC COM 0.1%
Value ($000) $271 Shares 3,083 Est. Cost $85.74 Unrealized +1.2%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $263 Shares 5,216 Est. Cost $49.86 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $258 Shares 4,468 Est. Cost $58.07 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.1%
Value ($000) $257 Shares 13,203 Est. Cost $18.91 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $254 Shares 2,318 Est. Cost $117.35 Unrealized -5.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $235 Shares 1,383 Est. Cost $45.30 Unrealized +16.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $235 Shares 3,018 Est. Cost $77.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $231 Shares 1,591 Est. Cost $102.47 Unrealized 0.0%
INTC INTEL CORP COM 0.1%
Value ($000) $230 Shares 4,455 Est. Cost $43.83 Unrealized -1.8%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $225 Shares 759 Est. Cost $282.80 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $225 Shares 2,411 Est. Cost $86.91 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $224 Shares 7,983 Est. Cost $27.60 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $221 Shares 2,170 Est. Cost $98.21 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $214 Shares 550 Est. Cost $316.45 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $211 Shares 2,624 Est. Cost $80.54 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $211 Shares 555 Est. Cost $375.20 Unrealized -6.1%
ATHENE HOLDING LTD CL A 0.1%
Value ($000) $210 Shares 5,000 Est. Cost $40.80 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $205 Shares 2,272 Est. Cost $91.76 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.1%
Value ($000) $204 Shares 64,996 Est. Cost $3.14 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $203 Shares 1,529 Est. Cost $117.12 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY IN COM 0.1%
Value ($000) $183 Shares 10,990 Est. Cost $16.48 Unrealized
STAFFING 360 SOLUTIONS INC COM NEW 0.1%
Value ($000) $174 Shares 165,632 Est. Cost $1.24 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.1%
Value ($000) $137 Shares 13,661 Est. Cost $9.91 Unrealized
DAIO DATA I O CORP COM 0.0%
Value ($000) $75 Shares 19,206 Est. Cost $5.61 Unrealized -28.0%
FURY GOLD MINES LIMITED COM 0.0%
Value ($000) $31 Shares 24,670 Est. Cost $1.44 Unrealized