Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $115,190 (100.0% shares, 0.0% debt)

Holdings (468)

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 4.8%
Value ($000) $5,480 Shares 94,198 Est. Cost $56.68 Unrealized
VUG VANGUARD GROWTH ETF 4.4%
Value ($000) $5,071 Shares 21,987 Est. Cost $183.09 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 4.3%
Value ($000) $4,897 Shares 155,101 Est. Cost $30.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.1%
Value ($000) $4,779 Shares 15 Est. Cost $325723.70 Unrealized -5.8%
AAPL APPLE INC COM 3.8%
Value ($000) $4,435 Shares 37,969 Est. Cost $94.39 Unrealized +12.3%
SPY SPDR S&P 500 ETF TRUST 3.4%
Value ($000) $3,961 Shares 11,751 Est. Cost $321.87 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.2%
Value ($000) $3,643 Shares 65,905 Est. Cost $45.87 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 3.1%
Value ($000) $3,611 Shares 119,504 Est. Cost $29.10 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 3.1%
Value ($000) $3,591 Shares 43,292 Est. Cost $80.80 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.5%
Value ($000) $2,915 Shares 35,214 Est. Cost $79.44 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.4%
Value ($000) $2,771 Shares 22,549 Est. Cost $107.51 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $2,670 Shares 12,566 Est. Cost $139.23 Unrealized +44.2%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 2.3%
Value ($000) $2,620 Shares 28,058 Est. Cost $92.36 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 2.2%
Value ($000) $2,487 Shares 7,843 Est. Cost $238.02 Unrealized
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $2,350 Shares 7,591 Est. Cost $244.15 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.8%
Value ($000) $2,116 Shares 39,061 Est. Cost $53.31 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.7%
Value ($000) $1,972 Shares 72,943 Est. Cost $22.50 Unrealized
TIP ISHARES TIPS BOND ETF 1.5%
Value ($000) $1,694 Shares 13,438 Est. Cost $119.33 Unrealized
MCD MCDONALDS CORP COM 1.4%
Value ($000) $1,617 Shares 7,364 Est. Cost $171.97 Unrealized +5.5%
BLV VANGUARD LONG-TERM BOND ETF 1.3%
Value ($000) $1,537 Shares 13,744 Est. Cost $111.80 Unrealized
BAC BANK AMERICA CORP COM 1.2%
Value ($000) $1,429 Shares 59,300 Est. Cost $27.03 Unrealized -19.3%
WMT WALMART INC COM 1.0%
Value ($000) $1,112 Shares 7,774 Est. Cost $36.39 Unrealized +13.5%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,059 Shares 3,815 Est. Cost $195.39 Unrealized +21.6%
QQQ INVESCO QQQ TRUST SERIES I 0.9%
Value ($000) $1,050 Shares 3,719 Est. Cost $219.16 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $970 Shares 4,768 Est. Cost $179.35 Unrealized +7.2%
SPGI S&P GLOBAL INC COM 0.8%
Value ($000) $956 Shares 2,628 Est. Cost $249.32 Unrealized +35.3%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $917 Shares 6,587 Est. Cost $104.73 Unrealized +11.1%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $905 Shares 7,335 Est. Cost $133.75 Unrealized -8.7%
PGX INVESCO PREFERRED ETF 0.8%
Value ($000) $870 Shares 58,532 Est. Cost $13.68 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $830 Shares 5,894 Est. Cost $112.81 Unrealized +2.1%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $823 Shares 255 Est. Cost $88.51 Unrealized +78.1%
HEALTHCARE RLTY TR CL A COM 0.7%
Value ($000) $819 Shares 31,070 Est. Cost $30.28 Unrealized
MBB ISHARES MBS ETF 0.7%
Value ($000) $804 Shares 7,294 Est. Cost $108.96 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $803 Shares 2,631 Est. Cost $232.60 Unrealized
MRK MERCK & CO INC COM 0.7%
Value ($000) $758 Shares 9,285 Est. Cost $67.30 Unrealized -2.0%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $720 Shares 9,348 Est. Cost $59.11 Unrealized +13.9%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.6%
Value ($000) $695 Shares 37,971 Est. Cost $15.94 Unrealized
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $690 Shares 2,008 Est. Cost $274.30 Unrealized +15.1%
ICVT ISHARES CONVERTIBLE BOND ETF 0.6%
Value ($000) $646 Shares 7,827 Est. Cost $66.98 Unrealized
INTC INTEL CORP COM 0.5%
Value ($000) $618 Shares 11,829 Est. Cost $49.26 Unrealized -5.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.5%
Value ($000) $594 Shares 3,732 Est. Cost $140.31 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $586 Shares 3,489 Est. Cost $320.53 Unrealized -46.8%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $570 Shares 9,863 Est. Cost $57.00 Unrealized -8.1%
VIS VANGUARD INDUSTRIALS ETF 0.5%
Value ($000) $567 Shares 3,915 Est. Cost $112.90 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $565 Shares 1,482 Est. Cost $329.51 Unrealized -0.1%
PNQI INVESCO NASDAQ INTERNET ETF 0.5%
Value ($000) $545 Shares 2,588 Est. Cost $141.42 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $544 Shares 16,407 Est. Cost $48.00 Unrealized -32.7%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.5%
Value ($000) $543 Shares 27,996 Est. Cost $18.54 Unrealized -0.4%
ISHARES IBONDS DEC 2021 TERM MUNI BD ETF 0.5%
Value ($000) $542 Shares 20,961 Est. Cost $25.78 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.5%
Value ($000) $541 Shares 5,983 Est. Cost $87.51 Unrealized -3.9%
INVESCO BULLETSHARES 2020 CORP BD ETF 0.4%
Value ($000) $498 Shares 23,501 Est. Cost $21.29 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $492 Shares 20,397 Est. Cost $30.22 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $486 Shares 6,896 Est. Cost $80.88 Unrealized -17.8%
QLD PROSHARES ULTRA QQQ 0.4%
Value ($000) $478 Shares 5,066 Est. Cost $108.16 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $478 Shares 4,054 Est. Cost $91.67 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $477 Shares 8,116 Est. Cost $49.31 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value ($000) $456 Shares 1,640 Est. Cost $285.20 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $442 Shares 1,657 Est. Cost $193.32 Unrealized +32.5%
T AT&T INC COM 0.4%
Value ($000) $421 Shares 14,782 Est. Cost $18.86 Unrealized -17.5%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $419 Shares 2,841 Est. Cost $118.35 Unrealized +7.3%
BAX BAXTER INTL INC COM 0.4%
Value ($000) $414 Shares 5,197 Est. Cost $73.79 Unrealized +1.9%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $414 Shares 10,677 Est. Cost $38.56 Unrealized -3.9%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $396 Shares 6,571 Est. Cost $52.38 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $385 Shares 6,443 Est. Cost $47.70 Unrealized +1.9%
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $381 Shares 2,955 Est. Cost $97.65 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $377 Shares 4,156 Est. Cost $83.87 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $371 Shares 9,370 Est. Cost $36.49 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $358 Shares 9,839 Est. Cost $42.84 Unrealized -25.1%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $343 Shares 5,769 Est. Cost $42.79 Unrealized -0.5%
KO COCA COLA CO COM 0.3%
Value ($000) $341 Shares 6,928 Est. Cost $44.51 Unrealized -8.3%
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $323 Shares 4,810 Est. Cost $26.13 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $309 Shares 1,528 Est. Cost $199.19 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $307 Shares 3,168 Est. Cost $108.67 Unrealized -21.4%
LUV SOUTHWEST AIRLS CO COM 0.3%
Value ($000) $296 Shares 7,806 Est. Cost $51.27 Unrealized -35.5%
PFE PFIZER INC COM 0.3%
Value ($000) $296 Shares 8,130 Est. Cost $26.71 Unrealized +1.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $295 Shares 2,142 Est. Cost $142.53 Unrealized -12.3%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $290 Shares 2,152 Est. Cost $134.17 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.2%
Value ($000) $282 Shares 9,673 Est. Cost $32.63 Unrealized -1.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $280 Shares 2,665 Est. Cost $101.80 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $279 Shares 1,283 Est. Cost $140.00 Unrealized +45.4%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $276 Shares 185 Est. Cost $64.05 Unrealized +18.2%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $274 Shares 875 Est. Cost $236.60 Unrealized +18.9%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $269 Shares 494 Est. Cost $5.30 Unrealized +119.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $251 Shares 1,836 Est. Cost $120.51 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $243 Shares 4,067 Est. Cost $50.44 Unrealized +4.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $230 Shares 3,030 Est. Cost $72.69 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.2%
Value ($000) $223 Shares 3,442 Est. Cost $36.33 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $222 Shares 2,004 Est. Cost $110.72 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.2%
Value ($000) $220 Shares 700 Est. Cost $242.15 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $218 Shares 2,387 Est. Cost $91.53 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $211 Shares 800 Est. Cost $233.39 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $210 Shares 2,596 Est. Cost $93.71 Unrealized
FTNT FORTINET INC COM 0.2%
Value ($000) $208 Shares 1,732 Est. Cost $21.13 Unrealized +22.2%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $208 Shares 5,664 Est. Cost $35.38 Unrealized +0.4%
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $207 Shares 2,850 Est. Cost $52.49 Unrealized -14.8%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $203 Shares 1,135 Est. Cost $142.90 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $199 Shares 2,155 Est. Cost $107.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $194 Shares 1,602 Est. Cost $99.90 Unrealized -6.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $189 Shares 2,173 Est. Cost $64.63 Unrealized +18.1%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $187 Shares 6,314 Est. Cost $32.69 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $187 Shares 2,973 Est. Cost $62.74 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $186 Shares 1,714 Est. Cost $77.02 Unrealized +19.9%
EOG EOG RES INC COM 0.2%
Value ($000) $186 Shares 5,322 Est. Cost $51.03 Unrealized -31.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $185 Shares 3,650 Est. Cost $50.43 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $182 Shares 5,851 Est. Cost $37.84 Unrealized -25.9%
MEDP MEDPACE HLDGS INC COM 0.2%
Value ($000) $181 Shares 1,585 Est. Cost $79.36 Unrealized +45.7%
BBY BEST BUY INC COM 0.2%
Value ($000) $179 Shares 1,570 Est. Cost $61.60 Unrealized +32.8%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $179 Shares 120 Est. Cost $64.02 Unrealized +18.1%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $164 Shares 2,675 Est. Cost $56.26 Unrealized +6.3%
F FORD MTR CO DEL COM 0.1%
Value ($000) $162 Shares 24,056 Est. Cost $5.06 Unrealized +1.5%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $162 Shares 2,465 Est. Cost $96.31 Unrealized -39.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $156 Shares 805 Est. Cost $149.35 Unrealized +10.4%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.1%
Value ($000) $151 Shares 4,919 Est. Cost $30.69 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $151 Shares 920 Est. Cost $143.91 Unrealized -7.4%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $150 Shares 1,265 Est. Cost $111.43 Unrealized +9.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $149 Shares 1,263 Est. Cost $114.00 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $142 Shares 11,319 Est. Cost $20.34 Unrealized -38.4%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $140 Shares 1,242 Est. Cost $97.68 Unrealized +3.7%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $140 Shares 969 Est. Cost $112.83 Unrealized +29.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $137 Shares 550 Est. Cost $85.51 Unrealized +124.8%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $126 Shares 1,197 Est. Cost $75.57 Unrealized -6.4%
TSLA TESLA INC COM 0.1%
Value ($000) $117 Shares 260 Est. Cost $99.53 Unrealized +18.6%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $116 Shares 1,852 Est. Cost $42.80 Unrealized +21.8%
CITRIX SYS INC COM 0.1%
Value ($000) $114 Shares 819 Est. Cost $140.42 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $112 Shares 7,422 Est. Cost $34.16 Unrealized -54.7%
CRM SALESFORCE INC COM 0.1%
Value ($000) $112 Shares 440 Est. Cost $154.88 Unrealized +39.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $107 Shares 1,957 Est. Cost $53.63 Unrealized
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $105 Shares 478 Est. Cost $211.77 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $104 Shares 1,802 Est. Cost $45.89 Unrealized +5.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $102 Shares 691 Est. Cost $108.78 Unrealized +13.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $102 Shares 2,609 Est. Cost $28.67 Unrealized -5.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $101 Shares 1,000 Est. Cost $110.13 Unrealized -16.6%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $98 Shares 1,889 Est. Cost $51.80 Unrealized
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.1%
Value ($000) $98 Shares 2,005 Est. Cost $48.45 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $97 Shares 381 Est. Cost $182.66 Unrealized +14.7%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.1%
Value ($000) $97 Shares 3,168 Est. Cost $30.64 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $97 Shares 200 Est. Cost $319.79 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $94 Shares 706 Est. Cost $133.42 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $94 Shares 650 Est. Cost $103.75 Unrealized +12.6%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $93 Shares 1,993 Est. Cost $45.72 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $93 Shares 853 Est. Cost $115.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $91 Shares 600 Est. Cost $84.82 Unrealized +43.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $87 Shares 1,874 Est. Cost $37.86 Unrealized -0.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $86 Shares 2,092 Est. Cost $44.06 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $83 Shares 390 Est. Cost $165.56 Unrealized +8.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $82 Shares 1,442 Est. Cost $53.54 Unrealized -6.5%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $82 Shares 1,400 Est. Cost $58.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $81 Shares 484 Est. Cost $84.04 Unrealized +39.6%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $80 Shares 4,431 Est. Cost $14.78 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $79 Shares 854 Est. Cost $71.88 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $78 Shares 830 Est. Cost $116.58 Unrealized -22.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $77 Shares 451 Est. Cost $162.78 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $77 Shares 432 Est. Cost $178.18 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $75 Shares 1,046 Est. Cost $75.59 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $75 Shares 626 Est. Cost $72.86 Unrealized +30.6%
DHI D R HORTON INC COM 0.1%
Value ($000) $74 Shares 955 Est. Cost $50.08 Unrealized +29.2%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $73 Shares 368 Est. Cost $184.15 Unrealized -2.8%
PGF INVESCO FINANCIAL PREFERRED ETF 0.1%
Value ($000) $71 Shares 3,786 Est. Cost $18.83 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $69 Shares 564 Est. Cost $89.33 Unrealized +17.9%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $67 Shares 791 Est. Cost $36.81 Unrealized +101.7%
ADBE ADOBE INC COM 0.1%
Value ($000) $65 Shares 131 Est. Cost $352.27 Unrealized +32.1%
FNWD FINWARD BANCORP COM 0.1%
Value ($000) $65 Shares 2,107 Est. Cost $37.91 Unrealized -29.3%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $65 Shares 1,888 Est. Cost $35.33 Unrealized -11.7%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $64 Shares 600 Est. Cost $143.62 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $63 Shares 300 Est. Cost $167.17 Unrealized +8.9%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $61 Shares 243 Est. Cost $228.23 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $61 Shares 388 Est. Cost $165.64 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.1%
Value ($000) $60 Shares 1,290 Est. Cost $56.72 Unrealized -19.6%
KORRO BIO INC COM 0.1%
Value ($000) $60 Shares 3,000 Est. Cost $16.67 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $59 Shares 301 Est. Cost $103.97 Unrealized +80.7%
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $59 Shares 1,278 Est. Cost $47.92 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $58 Shares 799 Est. Cost $104.63 Unrealized -26.3%
LAM RESEARCH CORP COM 0.0%
Value ($000) $57 Shares 168 Est. Cost $292.40 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $56 Shares 2,244 Est. Cost $29.41 Unrealized -8.4%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $56 Shares 870 Est. Cost $69.44 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $55 Shares 500 Est. Cost $94.40 Unrealized -6.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $55 Shares 695 Est. Cost $35.23 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $54 Shares 615 Est. Cost $109.11 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $54 Shares 910 Est. Cost $51.27 Unrealized +2.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $53 Shares 250 Est. Cost $124.55 Unrealized +51.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $53 Shares 100 Est. Cost $35.38 Unrealized +40.7%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $52 Shares 8,412 Est. Cost $48.86 Unrealized -35.1%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $52 Shares 840 Est. Cost $55.05 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $52 Shares 1,496 Est. Cost $31.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $52 Shares 118 Est. Cost $298.40 Unrealized +36.5%
CDW CDW CORP COM 0.0%
Value ($000) $51 Shares 416 Est. Cost $122.84 Unrealized -12.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $51 Shares 819 Est. Cost $68.51 Unrealized -26.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $51 Shares 150 Est. Cost $323.24 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $51 Shares 460 Est. Cost $92.71 Unrealized +19.7%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $50 Shares 435 Est. Cost $76.01 Unrealized +40.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $49 Shares 975 Est. Cost $87.36 Unrealized -43.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $49 Shares 173 Est. Cost $50.17 Unrealized +20.2%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $49 Shares 404 Est. Cost $108.68 Unrealized -11.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $49 Shares 331 Est. Cost $123.01 Unrealized +3.1%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $48 Shares 1,750 Est. Cost $28.35 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $48 Shares 185 Est. Cost $233.98 Unrealized +15.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,275 Est. Cost $46.99 Unrealized
CERNER CORP COM 0.0%
Value ($000) $46 Shares 640 Est. Cost $73.39 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $46 Shares 222 Est. Cost $195.70 Unrealized -2.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $46 Shares 964 Est. Cost $39.09 Unrealized +8.8%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $38.45 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $45 Shares 900 Est. Cost $50.20 Unrealized
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $44 Shares 1,888 Est. Cost $23.95 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $43 Shares 60 Est. Cost $185.91 Unrealized +20.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $41 Shares 700 Est. Cost $84.82 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $41 Shares 470 Est. Cost $74.48 Unrealized -4.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 1,220 Est. Cost $44.77 Unrealized -30.3%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $39 Shares 788 Est. Cost $50.25 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $39 Shares 468 Est. Cost $77.32 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $38 Shares 140 Est. Cost $202.38 Unrealized +36.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $37 Shares 339 Est. Cost $83.71 Unrealized +25.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $37 Shares 450 Est. Cost $105.66 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $35 Shares 550 Est. Cost $32.71 Unrealized +68.5%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $34 Shares 557 Est. Cost $51.97 Unrealized +0.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 353 Est. Cost $91.33 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $62.87 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $33 Shares 1,141 Est. Cost $26.21 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $72.47 Unrealized -6.5%
WAT WATERS CORP COM 0.0%
Value ($000) $33 Shares 168 Est. Cost $220.88 Unrealized -5.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $33 Shares 217 Est. Cost $165.67 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $33 Shares 229 Est. Cost $126.78 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $32 Shares 290 Est. Cost $137.07 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $32 Shares 672 Est. Cost $48.79 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $30 Shares 490 Est. Cost $70.59 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $30 Shares 291 Est. Cost $83.31 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $30 Shares 430 Est. Cost $67.18 Unrealized +3.8%
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $30 Shares 595 Est. Cost $50.38 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $30 Shares 275 Est. Cost $91.47 Unrealized -5.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $29 Shares 970 Est. Cost $22.63 Unrealized +14.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $58.98 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $29 Shares 414 Est. Cost $62.72 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $29 Shares 295 Est. Cost $97.94 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $29 Shares 1,216 Est. Cost $44.70 Unrealized -51.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $28 Shares 750 Est. Cost $38.68 Unrealized -16.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $28 Shares 115 Est. Cost $183.82 Unrealized +17.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $27 Shares 175 Est. Cost $151.83 Unrealized -10.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $27 Shares 300 Est. Cost $71.81 Unrealized -7.1%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $26 Shares 484 Est. Cost $45.51 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $26 Shares 457 Est. Cost $56.39 Unrealized -4.8%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $26 Shares 338 Est. Cost $68.03 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $25 Shares 44 Est. Cost $410.21 Unrealized +47.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $25 Shares 201 Est. Cost $160.80 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $25 Shares 425 Est. Cost $64.32 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $25 Shares 387 Est. Cost $53.15 Unrealized +5.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 164 Est. Cost $125.42 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $24 Shares 350 Est. Cost $64.67 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $23 Shares 1,423 Est. Cost $20.28 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $23 Shares 250 Est. Cost $72.48 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $23 Shares 2,528 Est. Cost $21.61 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $23 Shares 36 Est. Cost $460.22 Unrealized +28.2%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $23 Shares 667 Est. Cost $33.20 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $48.21 Unrealized -16.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $22 Shares 271 Est. Cost $58.10 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $119.29 Unrealized -14.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $22 Shares 418 Est. Cost $54.74 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $21 Shares 334 Est. Cost $46.60 Unrealized +8.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 318 Est. Cost $58.10 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $20 Shares 651 Est. Cost $30.80 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $62.82 Unrealized -6.4%
PROOFPOINT INC COM 0.0%
Value ($000) $19 Shares 183 Est. Cost $114.85 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $19 Shares 539 Est. Cost $30.03 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $19 Shares 381 Est. Cost $48.99 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $18 Shares 308 Est. Cost $64.52 Unrealized
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $18 Shares 173 Est. Cost $96.26 Unrealized +12.0%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $18 Shares 1,470 Est. Cost $6.60 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $58.96 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $17 Shares 56 Est. Cost $317.35 Unrealized -6.1%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $17 Shares 1,581 Est. Cost $12.79 Unrealized
SHELL PLC SPON ADR B 0.0%
Value ($000) $17 Shares 742 Est. Cost $60.01 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 187 Est. Cost $95.33 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 313 Est. Cost $52.70 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $17 Shares 583 Est. Cost $54.74 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $17 Shares 470 Est. Cost $44.33 Unrealized -34.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 380 Est. Cost $44.47 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $16 Shares 469 Est. Cost $37.09 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $16 Shares 582 Est. Cost $31.78 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $16 Shares 223 Est. Cost $54.29 Unrealized +19.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 921 Est. Cost $37.74 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $15 Shares 250 Est. Cost $43.62 Unrealized +23.7%
AGCO AGCO CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $63.78 Unrealized -10.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $14 Shares 39 Est. Cost $25.89 Unrealized +14.5%
INVESCO BULLETSHARES 2021 CORP BD ETF 0.0%
Value ($000) $14 Shares 665 Est. Cost $21.31 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $30.25 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $14 Shares 323 Est. Cost $43.56 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 392 Est. Cost $35.72 Unrealized
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 438 Est. Cost $31.78 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $14 Shares 55 Est. Cost $37.82 Unrealized +10.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $14 Shares 260 Est. Cost $55.24 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $14 Shares 59 Est. Cost $155.15 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $64.36 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $58.34 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $13 Shares 80 Est. Cost $167.64 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $13.98 Unrealized -32.9%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $13 Shares 79 Est. Cost $139.42 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $12 Shares 272 Est. Cost $46.58 Unrealized
HEEM ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 438 Est. Cost $26.48 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $12 Shares 196 Est. Cost $49.94 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $12 Shares 110 Est. Cost $118.72 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $108.00 Unrealized +18.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $125.49 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $86.78 Unrealized -29.7%
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $10 Shares 422 Est. Cost $24.71 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.61 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $106.98 Unrealized +3.2%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $10 Shares 169 Est. Cost $44.42 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $10 Shares 103 Est. Cost $94.54 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $10 Shares 36 Est. Cost $253.23 Unrealized -1.3%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $10 Shares 90 Est. Cost $116.58 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $15.47 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $10 Shares 680 Est. Cost $11.02 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $9 Shares 142 Est. Cost $65.60 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $9 Shares 30 Est. Cost $264.33 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $8 Shares 298 Est. Cost $31.59 Unrealized -21.9%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $104.19 Unrealized +23.9%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $8 Shares 325 Est. Cost $55.53 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 86 Est. Cost $79.71 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $19.40 Unrealized +37.4%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $8 Shares 288 Est. Cost $24.67 Unrealized +3.8%
FNB F N B CORP COM 0.0%
Value ($000) $8 Shares 1,200 Est. Cost $6.46 Unrealized -7.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $8 Shares 201 Est. Cost $81.49 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.84 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $7 Shares 14 Est. Cost $384.24 Unrealized +31.8%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $7 Shares 100 Est. Cost $72.71 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.19 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 197 Est. Cost $38.67 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $7 Shares 319 Est. Cost $25.28 Unrealized -27.6%
TER TERADYNE INC COM 0.0%
Value ($000) $7 Shares 83 Est. Cost $61.85 Unrealized +34.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $6 Shares 414 Est. Cost $28.16 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $58.72 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $143.32 Unrealized +82.2%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $123.07 Unrealized -16.1%
CATALENT INC COM 0.0%
Value ($000) $6 Shares 69 Est. Cost $56.30 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $167.70 Unrealized -4.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $6 Shares 54 Est. Cost $101.00 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $6 Shares 220 Est. Cost $22.69 Unrealized -12.1%
QLYS QUALYS INC COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $82.92 Unrealized +29.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $152.39 Unrealized +64.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $5 Shares 184 Est. Cost $23.11 Unrealized -3.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 165 Est. Cost $36.04 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $124.98 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.74 Unrealized -22.4%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 374 Est. Cost $19.00 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized -13.3%
STE STERIS PLC SHS USD 0.0%
Value ($000) $5 Shares 28 Est. Cost $141.56 Unrealized +7.7%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $63.33 Unrealized +54.4%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $309.06 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $209.01 Unrealized -6.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $85.11 Unrealized +14.8%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 388 Est. Cost $9.93 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $4 Shares 1,026 Est. Cost $7.70 Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.40 Unrealized +23.8%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $4 Shares 127 Est. Cost $35.93 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $151.07 Unrealized +15.7%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.05 Unrealized -16.2%
CGNX COGNEX CORP COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $48.62 Unrealized +25.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $34.37 Unrealized -21.1%
WSO WATSCO INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $175.89 Unrealized +28.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $4 Shares 33 Est. Cost $116.19 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $4 Shares 255 Est. Cost $12.66 Unrealized +4.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $178.50 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $151.83 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $80.04 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $51.09 Unrealized +24.5%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $55.48 Unrealized
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 0.0%
Value ($000) $3 Shares 109 Est. Cost $28.80 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $3 Shares 85 Est. Cost $58.32 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $44.16 Unrealized +18.3%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $3 Shares 44 Est. Cost $58.39 Unrealized -6.6%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $48.85 Unrealized +11.4%
OMCL OMNICELL COM COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.72 Unrealized -9.7%
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized +9.4%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +8.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.25 Unrealized -2.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.41 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $83.23 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $49.83 Unrealized +7.9%
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $3 Shares 213 Est. Cost $11.98 Unrealized
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.42 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +2.7%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $159.67 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $110.41 Unrealized -9.8%
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 266 Est. Cost $11.03 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.96 Unrealized +14.8%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $60.42 Unrealized +3.4%
RS RELIANCE INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $113.17 Unrealized -10.0%
AMSF AMERISAFE INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $39.30 Unrealized -1.4%
ATR APTARGROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $105.01 Unrealized +3.9%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $79.40 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized +7.9%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $2 Shares 589 Est. Cost $13.93 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $47.48 Unrealized +18.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 19 Est. Cost $102.96 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $17.13 Unrealized +53.9%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $2 Shares 46 Est. Cost $54.29 Unrealized -5.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +26.8%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $157.29 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized -2.3%
JRVR JAMES RIV GROUP LTD COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $39.29 Unrealized +18.6%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +19.8%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $68.97 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.14 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $2 Shares 148 Est. Cost $15.85 Unrealized -10.5%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $50.09 Unrealized +12.2%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $67.77 Unrealized +2.6%
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.08 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.92 Unrealized +20.9%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.47 Unrealized -3.2%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.53 Unrealized -20.1%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $49.12 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized -10.3%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -44.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.09 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $2 Shares 209 Est. Cost $16.11 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +4.6%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +17.4%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $25.08 Unrealized +15.4%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $60.15 Unrealized -24.1%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $114.75 Unrealized -21.1%
NUVASIVE INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $77.34 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $152.69 Unrealized -16.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $38.64 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $1 Shares 72 Est. Cost $21.43 Unrealized -17.4%
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $37.30 Unrealized -0.3%
THRM GENTHERM INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.60 Unrealized -1.9%
CAC CAMDEN NATL CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $34.21 Unrealized -24.7%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $28.93 Unrealized -26.6%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $86.74 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.01 Unrealized +1.3%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.49 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.13 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $27.70 Unrealized +22.5%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $35.90 Unrealized -46.3%
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $37.64 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $60.07 Unrealized -2.0%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $56.67 Unrealized -3.2%
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $56.99 Unrealized -44.7%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.27 Unrealized
CPF CENTRAL PAC FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 63 Est. Cost $22.15 Unrealized -46.4%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $1 Shares 114 Est. Cost $9.42 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.38 Unrealized
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -33.6%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized -12.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $51.65 Unrealized -41.6%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.69 Unrealized -27.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $11.38 Unrealized +11.3%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $36.21 Unrealized -11.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.62 Unrealized +7.9%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.47 Unrealized -12.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.97 Unrealized -42.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.33 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.50 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 35 Est. Cost $10.19 Unrealized -51.7%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $194.50 Unrealized -13.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.00 Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +34.3%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.37 Unrealized -62.8%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.73 Unrealized +25.0%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized