Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $125,955 (100.0% shares, 0.0% debt)

Holdings (560)

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 4.4%
Value ($000) $5,565 Shares 95,051 Est. Cost $56.68 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 4.4%
Value ($000) $5,547 Shares 154,037 Est. Cost $30.01 Unrealized
VUG VANGUARD GROWTH ETF 4.2%
Value ($000) $5,232 Shares 20,652 Est. Cost $183.09 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 4.1%
Value ($000) $5,217 Shares 15 Est. Cost $325723.70 Unrealized +1.5%
AAPL APPLE INC COM 4.1%
Value ($000) $5,154 Shares 38,844 Est. Cost $94.90 Unrealized +23.3%
SPY SPDR S&P 500 ETF TRUST 3.6%
Value ($000) $4,548 Shares 12,163 Est. Cost $323.63 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.2%
Value ($000) $4,002 Shares 62,393 Est. Cost $45.87 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 3.1%
Value ($000) $3,897 Shares 113,317 Est. Cost $29.10 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.9%
Value ($000) $3,606 Shares 22,781 Est. Cost $108.02 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.8%
Value ($000) $3,527 Shares 42,542 Est. Cost $80.80 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.3%
Value ($000) $2,958 Shares 35,528 Est. Cost $79.44 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 2.3%
Value ($000) $2,945 Shares 8,316 Est. Cost $244.63 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $2,879 Shares 12,942 Est. Cost $141.17 Unrealized +46.0%
VOO VANGUARD S&P 500 ETF 2.1%
Value ($000) $2,691 Shares 7,829 Est. Cost $247.18 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 2.1%
Value ($000) $2,612 Shares 28,127 Est. Cost $92.36 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.8%
Value ($000) $2,271 Shares 74,095 Est. Cost $22.63 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.7%
Value ($000) $2,123 Shares 39,261 Est. Cost $53.31 Unrealized
TIP ISHARES TIPS BOND ETF 1.4%
Value ($000) $1,732 Shares 13,565 Est. Cost $119.33 Unrealized
BAC BANK AMERICA CORP COM 1.3%
Value ($000) $1,585 Shares 52,276 Est. Cost $27.03 Unrealized -12.5%
BLV VANGUARD LONG-TERM BOND ETF 1.2%
Value ($000) $1,525 Shares 13,912 Est. Cost $111.77 Unrealized
MCD MCDONALDS CORP COM 1.2%
Value ($000) $1,505 Shares 7,016 Est. Cost $171.97 Unrealized +12.4%
DIS DISNEY WALT CO COM 1.1%
Value ($000) $1,391 Shares 7,676 Est. Cost $134.03 Unrealized +4.6%
QQQ INVESCO QQQ TRUST SERIES I 1.0%
Value ($000) $1,248 Shares 3,976 Est. Cost $225.28 Unrealized
WMT WALMART INC COM 0.9%
Value ($000) $1,096 Shares 7,603 Est. Cost $36.39 Unrealized +24.3%
HD HOME DEPOT INC COM 0.8%
Value ($000) $1,049 Shares 3,949 Est. Cost $196.99 Unrealized +23.1%
PGX INVESCO PREFERRED ETF 0.8%
Value ($000) $1,017 Shares 66,639 Est. Cost $13.88 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $966 Shares 4,418 Est. Cost $179.35 Unrealized +10.0%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $908 Shares 6,529 Est. Cost $104.73 Unrealized +17.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.7%
Value ($000) $895 Shares 10,524 Est. Cost $121.96 Unrealized
MBB ISHARES MBS ETF 0.7%
Value ($000) $888 Shares 8,061 Est. Cost $109.07 Unrealized
HEALTHCARE RLTY TR CL A COM 0.7%
Value ($000) $856 Shares 31,075 Est. Cost $30.28 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $845 Shares 5,698 Est. Cost $112.81 Unrealized +7.5%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $802 Shares 246 Est. Cost $88.51 Unrealized +80.3%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $799 Shares 9,348 Est. Cost $59.11 Unrealized +24.2%
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $798 Shares 2,428 Est. Cost $249.32 Unrealized +29.6%
BA BOEING CO COM 0.6%
Value ($000) $780 Shares 3,645 Est. Cost $315.04 Unrealized -39.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $779 Shares 8,224 Est. Cost $115.41 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.6%
Value ($000) $768 Shares 27,996 Est. Cost $18.54 Unrealized +18.0%
ISHARES IBONDS DEC 2021 TERM MUNI BD ETF 0.6%
Value ($000) $757 Shares 29,376 Est. Cost $25.78 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.6%
Value ($000) $735 Shares 7,608 Est. Cost $66.98 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.6%
Value ($000) $722 Shares 4,246 Est. Cost $117.35 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $712 Shares 8,707 Est. Cost $67.30 Unrealized -3.6%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.6%
Value ($000) $708 Shares 38,744 Est. Cost $15.99 Unrealized
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $655 Shares 9,592 Est. Cost $57.00 Unrealized -3.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.5%
Value ($000) $628 Shares 21,292 Est. Cost $30.19 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.5%
Value ($000) $624 Shares 2,734 Est. Cost $146.05 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.5%
Value ($000) $607 Shares 5,772 Est. Cost $87.51 Unrealized +2.4%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $587 Shares 14,246 Est. Cost $48.00 Unrealized -36.7%
INTC INTEL CORP COM 0.5%
Value ($000) $586 Shares 11,771 Est. Cost $49.26 Unrealized -10.6%
QLD PROSHARES ULTRA QQQ 0.5%
Value ($000) $583 Shares 5,066 Est. Cost $108.16 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $582 Shares 8,667 Est. Cost $50.44 Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $570 Shares 1,597 Est. Cost $274.30 Unrealized +17.9%
EFG ISHARES MSCI EAFE GROWTH ETF 0.4%
Value ($000) $559 Shares 5,538 Est. Cost $88.12 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $548 Shares 6,493 Est. Cost $80.88 Unrealized -19.6%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $547 Shares 12,217 Est. Cost $38.14 Unrealized -7.5%
TAN INVESCO SOLAR ETF 0.4%
Value ($000) $545 Shares 5,304 Est. Cost $33.27 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.4%
Value ($000) $520 Shares 3,045 Est. Cost $99.81 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value ($000) $518 Shares 1,694 Est. Cost $285.86 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $508 Shares 1,858 Est. Cost $201.86 Unrealized +34.9%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $488 Shares 3,530 Est. Cost $135.72 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $476 Shares 7,058 Est. Cost $53.42 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $447 Shares 3,436 Est. Cost $91.67 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $441 Shares 1,242 Est. Cost $329.51 Unrealized -3.2%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $424 Shares 2,695 Est. Cost $118.35 Unrealized +7.8%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $417 Shares 3,283 Est. Cost $108.30 Unrealized -9.4%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $404 Shares 1,723 Est. Cost $203.20 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.3%
Value ($000) $401 Shares 9,230 Est. Cost $32.63 Unrealized +13.3%
AFL AFLAC INC COM 0.3%
Value ($000) $401 Shares 9,009 Est. Cost $42.84 Unrealized -15.2%
BAX BAXTER INTL INC COM 0.3%
Value ($000) $385 Shares 4,804 Est. Cost $73.79 Unrealized -3.7%
KO COCA COLA CO COM 0.3%
Value ($000) $382 Shares 6,961 Est. Cost $44.51 Unrealized -0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $373 Shares 6,015 Est. Cost $47.70 Unrealized +4.9%
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $364 Shares 1,405 Est. Cost $147.87 Unrealized +56.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.3%
Value ($000) $364 Shares 3,905 Est. Cost $43.08 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.3%
Value ($000) $364 Shares 7,806 Est. Cost $51.27 Unrealized -21.4%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $354 Shares 202 Est. Cost $65.70 Unrealized +27.4%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $342 Shares 5,821 Est. Cost $42.79 Unrealized +2.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $341 Shares 1,935 Est. Cost $142.53 Unrealized +3.5%
T AT&T INC COM 0.3%
Value ($000) $337 Shares 11,705 Est. Cost $18.86 Unrealized -18.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $324 Shares 7,367 Est. Cost $36.49 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $320 Shares 2,816 Est. Cost $102.43 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $314 Shares 896 Est. Cost $238.28 Unrealized +29.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $301 Shares 1,988 Est. Cost $122.88 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $273 Shares 2,855 Est. Cost $52.49 Unrealized +1.2%
FTNT FORTINET INC COM 0.2%
Value ($000) $266 Shares 1,793 Est. Cost $21.28 Unrealized +18.8%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $265 Shares 5,417 Est. Cost $35.38 Unrealized +9.5%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $262 Shares 502 Est. Cost $5.43 Unrealized +146.0%
PFE PFIZER INC COM 0.2%
Value ($000) $257 Shares 6,982 Est. Cost $26.71 Unrealized +7.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $255 Shares 3,946 Est. Cost $50.44 Unrealized +10.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $247 Shares 3,417 Est. Cost $63.99 Unrealized
MEDP MEDPACE HLDGS INC COM 0.2%
Value ($000) $245 Shares 1,763 Est. Cost $84.07 Unrealized +49.9%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $243 Shares 647 Est. Cost $363.30 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $238 Shares 2,596 Est. Cost $93.71 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $235 Shares 5,851 Est. Cost $37.84 Unrealized -6.5%
ABBV ABBVIE INC COM 0.2%
Value ($000) $235 Shares 2,195 Est. Cost $64.77 Unrealized +21.9%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $233 Shares 7,122 Est. Cost $32.69 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $228 Shares 2,155 Est. Cost $107.58 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $228 Shares 800 Est. Cost $233.39 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $224 Shares 4,486 Est. Cost $51.03 Unrealized -33.2%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $218 Shares 3,001 Est. Cost $57.43 Unrealized +16.7%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $217 Shares 124 Est. Cost $64.65 Unrealized +29.2%
F FORD MTR CO DEL COM 0.2%
Value ($000) $211 Shares 24,056 Est. Cost $5.06 Unrealized +25.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $202 Shares 1,603 Est. Cost $99.90 Unrealized -6.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $199 Shares 934 Est. Cost $144.21 Unrealized +13.5%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $199 Shares 848 Est. Cost $170.25 Unrealized +21.4%
ABT ABBOTT LABS COM 0.2%
Value ($000) $191 Shares 1,744 Est. Cost $77.40 Unrealized +28.2%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $185 Shares 2,474 Est. Cost $96.31 Unrealized -28.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $181 Shares 1,365 Est. Cost $112.22 Unrealized +8.9%
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $179 Shares 11,319 Est. Cost $20.34 Unrealized -31.9%
TSLA TESLA INC COM 0.1%
Value ($000) $176 Shares 250 Est. Cost $99.53 Unrealized +71.4%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $176 Shares 550 Est. Cost $85.51 Unrealized +223.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $174 Shares 837 Est. Cost $150.45 Unrealized +18.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $173 Shares 970 Est. Cost $142.90 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $171 Shares 3,094 Est. Cost $54.20 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $168 Shares 481 Est. Cost $242.15 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $164 Shares 970 Est. Cost $112.83 Unrealized +25.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $163 Shares 6,002 Est. Cost $27.24 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $161 Shares 7,444 Est. Cost $34.16 Unrealized -47.9%
BBY BEST BUY INC COM 0.1%
Value ($000) $157 Shares 1,570 Est. Cost $61.60 Unrealized +46.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $146 Shares 1,242 Est. Cost $97.68 Unrealized +10.0%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $143 Shares 1,197 Est. Cost $75.57 Unrealized +21.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $129 Shares 1,494 Est. Cost $72.69 Unrealized
CITRIX SYS INC COM 0.1%
Value ($000) $128 Shares 984 Est. Cost $138.69 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $124 Shares 1,436 Est. Cost $86.03 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $123 Shares 1,014 Est. Cost $110.04 Unrealized -5.6%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $121 Shares 605 Est. Cost $210.00 Unrealized -3.2%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $110 Shares 1,879 Est. Cost $42.92 Unrealized +18.5%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $109 Shares 830 Est. Cost $116.58 Unrealized -5.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $109 Shares 853 Est. Cost $115.72 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $108 Shares 658 Est. Cost $104.12 Unrealized +29.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $107 Shares 2,613 Est. Cost $28.67 Unrealized -6.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $106 Shares 1,813 Est. Cost $45.89 Unrealized +9.3%
KORRO BIO INC COM 0.1%
Value ($000) $106 Shares 3,000 Est. Cost $16.67 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $99 Shares 1,452 Est. Cost $53.54 Unrealized +5.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $98 Shares 1,874 Est. Cost $37.86 Unrealized +10.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $97 Shares 368 Est. Cost $184.15 Unrealized +7.0%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $95 Shares 854 Est. Cost $71.88 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $94 Shares 396 Est. Cost $166.15 Unrealized +23.2%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $93 Shares 691 Est. Cost $108.78 Unrealized +6.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $93 Shares 606 Est. Cost $85.25 Unrealized +50.6%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $92 Shares 471 Est. Cost $170.83 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $91 Shares 600 Est. Cost $72.86 Unrealized +71.2%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $91 Shares 8,412 Est. Cost $48.86 Unrealized -10.4%
WYNN WYNN RESORTS LTD COM 0.1%
Value ($000) $91 Shares 804 Est. Cost $104.63 Unrealized -14.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $90 Shares 1,400 Est. Cost $58.00 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $89 Shares 432 Est. Cost $178.18 Unrealized
ASAN ASANA INC CL A 0.1%
Value ($000) $89 Shares 3,000 Est. Cost $25.57 Unrealized 0.0%
AMGN AMGEN INC COM 0.1%
Value ($000) $88 Shares 381 Est. Cost $182.66 Unrealized +7.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $87 Shares 4,821 Est. Cost $15.05 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $85 Shares 600 Est. Cost $143.62 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $84 Shares 1,046 Est. Cost $75.59 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $83 Shares 424 Est. Cost $162.78 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $83 Shares 490 Est. Cost $84.69 Unrealized +61.7%
HOG HARLEY DAVIDSON INC COM 0.1%
Value ($000) $82 Shares 2,244 Est. Cost $29.41 Unrealized +16.7%
LAM RESEARCH CORP COM 0.1%
Value ($000) $82 Shares 173 Est. Cost $297.60 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $81 Shares 564 Est. Cost $89.33 Unrealized +41.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $80 Shares 1,888 Est. Cost $35.33 Unrealized -6.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $76 Shares 1,682 Est. Cost $45.44 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $75 Shares 505 Est. Cost $94.52 Unrealized +12.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $74 Shares 805 Est. Cost $37.67 Unrealized +129.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $71 Shares 185 Est. Cost $233.98 Unrealized +43.8%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $71 Shares 615 Est. Cost $109.11 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.1%
Value ($000) $69 Shares 1,161 Est. Cost $56.72 Unrealized -10.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $69 Shares 987 Est. Cost $86.88 Unrealized -44.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $69 Shares 138 Est. Cost $358.90 Unrealized +34.6%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $69 Shares 1,636 Est. Cost $41.98 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $67 Shares 571 Est. Cost $114.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $67 Shares 200 Est. Cost $319.79 Unrealized +39.4%
DHI D R HORTON INC COM 0.1%
Value ($000) $66 Shares 963 Est. Cost $50.08 Unrealized +38.3%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $66 Shares 964 Est. Cost $39.09 Unrealized +24.9%
MRNA MODERNA INC COM 0.1%
Value ($000) $66 Shares 630 Est. Cost $77.97 Unrealized +29.7%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $64 Shares 306 Est. Cost $167.77 Unrealized +18.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $63 Shares 870 Est. Cost $69.44 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $63 Shares 700 Est. Cost $84.82 Unrealized
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $61 Shares 1,707 Est. Cost $37.91 Unrealized -21.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $61 Shares 695 Est. Cost $35.23 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $61 Shares 2,021 Est. Cost $36.07 Unrealized -36.1%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $61 Shares 1,278 Est. Cost $47.92 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $61 Shares 819 Est. Cost $68.51 Unrealized -12.4%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $61 Shares 1,496 Est. Cost $31.56 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $59 Shares 438 Est. Cost $76.01 Unrealized +57.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $59 Shares 910 Est. Cost $51.27 Unrealized +3.9%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $38.45 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $58 Shares 1,750 Est. Cost $28.35 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $58 Shares 124 Est. Cost $306.34 Unrealized +51.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $57 Shares 106 Est. Cost $36.24 Unrealized +39.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $56 Shares 284 Est. Cost $172.84 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $56 Shares 720 Est. Cost $61.92 Unrealized +6.0%
CDW CDW CORP COM 0.0%
Value ($000) $55 Shares 416 Est. Cost $122.84 Unrealized +0.2%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $53 Shares 756 Est. Cost $121.20 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $52 Shares 484 Est. Cost $74.78 Unrealized +13.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $52 Shares 63 Est. Cost $188.88 Unrealized +31.5%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $51 Shares 404 Est. Cost $108.68 Unrealized -4.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $51 Shares 840 Est. Cost $55.05 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $50 Shares 250 Est. Cost $124.55 Unrealized +41.6%
CERNER CORP COM 0.0%
Value ($000) $50 Shares 640 Est. Cost $73.39 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 460 Est. Cost $92.71 Unrealized +12.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $48 Shares 1,017 Est. Cost $44.06 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $47 Shares 545 Est. Cost $86.91 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $47 Shares 346 Est. Cost $84.38 Unrealized +39.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,275 Est. Cost $46.99 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $47 Shares 222 Est. Cost $195.70 Unrealized +0.4%
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $46 Shares 1,888 Est. Cost $23.95 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $44 Shares 474 Est. Cost $77.51 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $44 Shares 900 Est. Cost $50.20 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $43 Shares 450 Est. Cost $105.66 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $43 Shares 201 Est. Cost $211.84 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $62.87 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $58.98 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $42 Shares 168 Est. Cost $220.88 Unrealized +2.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $41 Shares 290 Est. Cost $137.07 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $41 Shares 766 Est. Cost $38.75 Unrealized +9.3%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $38 Shares 2,528 Est. Cost $21.61 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $38 Shares 461 Est. Cost $64.78 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $38 Shares 275 Est. Cost $91.47 Unrealized +17.9%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $38 Shares 303 Est. Cost $114.31 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $37 Shares 229 Est. Cost $126.78 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $37 Shares 1,916 Est. Cost $18.83 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $35 Shares 291 Est. Cost $83.31 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $35 Shares 513 Est. Cost $67.25 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 353 Est. Cost $91.33 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $34 Shares 1,141 Est. Cost $26.21 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $34 Shares 338 Est. Cost $68.03 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $34 Shares 144 Est. Cost $203.14 Unrealized +12.9%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $34 Shares 557 Est. Cost $51.97 Unrealized +2.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $34 Shares 563 Est. Cost $33.17 Unrealized +57.8%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $33 Shares 295 Est. Cost $97.94 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $33 Shares 400 Est. Cost $72.47 Unrealized -0.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $33 Shares 101 Est. Cost $308.59 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $33 Shares 570 Est. Cost $47.34 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $33 Shares 457 Est. Cost $56.39 Unrealized +3.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $33 Shares 402 Est. Cost $121.06 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $32 Shares 235 Est. Cost $136.73 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $31 Shares 180 Est. Cost $151.98 Unrealized +3.5%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $30 Shares 425 Est. Cost $64.32 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $30 Shares 271 Est. Cost $58.10 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $29 Shares 284 Est. Cost $84.80 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $28 Shares 126 Est. Cost $185.21 Unrealized +7.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $119.29 Unrealized -3.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $27 Shares 300 Est. Cost $71.81 Unrealized +5.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $27 Shares 512 Est. Cost $48.19 Unrealized -1.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $27 Shares 770 Est. Cost $22.63 Unrealized +12.9%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $26 Shares 350 Est. Cost $64.67 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 164 Est. Cost $125.42 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $26 Shares 250 Est. Cost $72.48 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $26 Shares 39 Est. Cost $473.78 Unrealized +34.4%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $26 Shares 141 Est. Cost $123.01 Unrealized +25.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $26 Shares 319 Est. Cost $63.06 Unrealized +6.0%
SHELL PLC SPON ADR B 0.0%
Value ($000) $25 Shares 742 Est. Cost $60.01 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $24 Shares 1,423 Est. Cost $20.28 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $24 Shares 81 Est. Cost $300.05 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $24 Shares 309 Est. Cost $46.60 Unrealized +20.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $24 Shares 510 Est. Cost $43.51 Unrealized -22.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 308 Est. Cost $64.52 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $23 Shares 680 Est. Cost $11.02 Unrealized +105.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $23 Shares 191 Est. Cost $119.95 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $22 Shares 250 Est. Cost $43.62 Unrealized +67.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $22 Shares 322 Est. Cost $69.09 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $33.20 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $21 Shares 161 Est. Cost $133.20 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $21 Shares 44 Est. Cost $410.21 Unrealized +30.9%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $21 Shares 499 Est. Cost $42.44 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $63.78 Unrealized +16.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $19 Shares 921 Est. Cost $37.74 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $19 Shares 1,148 Est. Cost $13.87 Unrealized -18.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $19 Shares 61 Est. Cost $314.36 Unrealized -10.6%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 487 Est. Cost $36.15 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $18 Shares 459 Est. Cost $44.77 Unrealized -31.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $18 Shares 977 Est. Cost $13.33 Unrealized 0.0%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 546 Est. Cost $32.04 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $18 Shares 41 Est. Cost $26.32 Unrealized +32.3%
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 187 Est. Cost $95.33 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $18 Shares 402 Est. Cost $43.74 Unrealized
INVESCO BULLETSHARES 2021 CORP BD ETF 0.0%
Value ($000) $18 Shares 829 Est. Cost $21.29 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $17 Shares 114 Est. Cost $150.94 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $17 Shares 59 Est. Cost $155.15 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 325 Est. Cost $44.47 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.25 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $16 Shares 288 Est. Cost $55.19 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.47 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $16 Shares 260 Est. Cost $55.24 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $16 Shares 160 Est. Cost $132.37 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $15 Shares 98 Est. Cost $157.73 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 177 Est. Cost $87.30 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $64.36 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $15 Shares 155 Est. Cost $86.49 Unrealized -10.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $15 Shares 165 Est. Cost $91.90 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.25 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $15 Shares 196 Est. Cost $49.94 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $58.34 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $14 Shares 237 Est. Cost $53.15 Unrealized -7.1%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $14 Shares 1,470 Est. Cost $6.60 Unrealized
PROOFPOINT INC COM 0.0%
Value ($000) $13 Shares 96 Est. Cost $114.85 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $13 Shares 41 Est. Cost $257.25 Unrealized +11.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $13 Shares 110 Est. Cost $118.72 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $109.57 Unrealized +27.2%
MMM 3M CO COM 0.0%
Value ($000) $12 Shares 70 Est. Cost $108.19 Unrealized +8.6%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 134 Est. Cost $96.26 Unrealized -4.7%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 564 Est. Cost $21.16 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $12 Shares 343 Est. Cost $34.78 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $6.46 Unrealized +8.5%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 124 Est. Cost $89.00 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $11 Shares 422 Est. Cost $24.71 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $10 Shares 201 Est. Cost $81.49 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $10 Shares 274 Est. Cost $37.65 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
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $10 Shares 72 Est. Cost $125.49 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $10 Shares 322 Est. Cost $31.78 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $10 Shares 83 Est. Cost $61.85 Unrealized +61.8%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 86 Est. Cost $79.71 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $9 Shares 190 Est. Cost $48.79 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $9 Shares 288 Est. Cost $24.67 Unrealized +5.4%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.40 Unrealized +59.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $9 Shares 230 Est. Cost $22.79 Unrealized +9.3%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $9 Shares 308 Est. Cost $28.26 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $8 Shares 210 Est. Cost $58.96 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $8 Shares 14 Est. Cost $384.24 Unrealized +48.2%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $8 Shares 414 Est. Cost $28.16 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $28.19 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $168.62 Unrealized +6.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $104.19 Unrealized +22.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 200 Est. Cost $54.74 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $8 Shares 319 Est. Cost $25.28 Unrealized -29.3%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $123.07 Unrealized -0.9%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $7 Shares 44 Est. Cost $139.42 Unrealized
CATALENT INC COM 0.0%
Value ($000) $7 Shares 69 Est. Cost $56.30 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $152.39 Unrealized +102.5%
QLYS QUALYS INC COM 0.0%
Value ($000) $7 Shares 56 Est. Cost $82.92 Unrealized +19.3%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $319.71 Unrealized +8.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $7 Shares 16 Est. Cost $419.94 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 108 Est. Cost $61.80 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $7 Shares 106 Est. Cost $53.40 Unrealized -10.5%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.72 Unrealized
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.43 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $125.97 Unrealized +7.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $6 Shares 54 Est. Cost $101.00 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $143.32 Unrealized +93.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.11 Unrealized +6.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 388 Est. Cost $9.93 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 165 Est. Cost $36.04 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $6 Shares 115 Est. Cost $49.50 Unrealized -14.3%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $209.01 Unrealized +6.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 113 Est. Cost $52.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $6 Shares 24 Est. Cost $220.20 Unrealized 0.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $154.88 Unrealized +55.1%
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.0%
Value ($000) $6 Shares 112 Est. Cost $48.45 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $85.11 Unrealized +26.6%
STE STERIS PLC SHS USD 0.0%
Value ($000) $5 Shares 28 Est. Cost $141.56 Unrealized +26.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $34.37 Unrealized +9.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $157.22 Unrealized +26.1%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.93 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $5 Shares 44 Est. Cost $58.39 Unrealized +38.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $48.62 Unrealized +42.1%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.40 Unrealized +28.5%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $5 Shares 255 Est. Cost $12.66 Unrealized +21.9%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.05 Unrealized +9.1%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $63.33 Unrealized +38.0%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $51.09 Unrealized +38.8%
OMCL OMNICELL COM COM 0.0%
Value ($000) $4 Shares 37 Est. Cost $76.72 Unrealized +27.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $58.32 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $178.50 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $4 Shares 1,026 Est. Cost $7.70 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $151.83 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $286.73 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +31.5%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $37.82 Unrealized +23.5%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.63 Unrealized -1.7%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +31.1%
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 0.0%
Value ($000) $4 Shares 109 Est. Cost $28.80 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $263.53 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $175.89 Unrealized +30.7%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $4 Shares 37 Est. Cost $60.42 Unrealized +26.5%
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $3 Shares 426 Est. Cost $10.05 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 39 Est. Cost $88.54 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $3 Shares 589 Est. Cost $13.93 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.41 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized +12.7%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $49.83 Unrealized +37.2%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $97.25 Unrealized +5.2%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $54.29 Unrealized +5.9%
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +18.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $90.94 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $331.87 Unrealized +7.6%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +10.5%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $3 Shares 74 Est. Cost $17.13 Unrealized +97.4%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $54.92 Unrealized +57.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $41.82 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $113.17 Unrealized +2.1%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $50.09 Unrealized +27.5%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $67.77 Unrealized +28.9%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.96 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.49 Unrealized 0.0%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.42 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $41.64 Unrealized +59.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $68.97 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +20.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized -4.5%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +10.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $47.48 Unrealized +26.5%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.53 Unrealized -9.6%
TTC TORO CO COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.58 Unrealized +15.4%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $157.29 Unrealized
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.08 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1158.08 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.05 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $340.30 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized 0.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.14 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $721.67 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $116.19 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +9.9%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -31.0%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $2 Shares 209 Est. Cost $16.11 Unrealized
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 266 Est. Cost $11.03 Unrealized -1.5%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $58.84 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $49.12 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $25.28 Unrealized 0.0%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +7.4%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $144.87 Unrealized 0.0%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.42 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $232.12 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized -0.4%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized -29.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $148.05 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $152.69 Unrealized -5.7%
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +26.7%
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.21 Unrealized 0.0%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +16.1%
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized 0.0%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +12.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $88.75 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $27.70 Unrealized +53.2%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $38.64 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.43 Unrealized -31.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $155.43 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $226.70 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.69 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $25.75 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.01 Unrealized +20.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $26.23 Unrealized 0.0%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.27 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $231.36 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 78 Est. Cost $19.00 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $398.27 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $26.81 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.91 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.74 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $214.57 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $114.35 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized 0.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.49 Unrealized
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.13 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized 0.0%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.63 Unrealized -20.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $60.07 Unrealized +0.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.24 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $312.48 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $224.01 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.58 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.69 Unrealized -18.7%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $1 Shares 114 Est. Cost $9.42 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.87 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.35 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $11.38 Unrealized +40.6%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.00 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized -6.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $178.40 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized 0.0%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.51 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $396.56 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $247.58 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized 0.0%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.91 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.52 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.21 Unrealized +14.9%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.17 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.47 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.63 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.25 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.07 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized 0.0%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.00 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.23 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized 0.0%
DISCOVERY INC COM SER C 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.18 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.95 Unrealized 0.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.06 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $259.08 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $52.78 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $49.32 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.62 Unrealized +13.3%
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.36 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.47 Unrealized +17.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.11 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.89 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $19.97 Unrealized -21.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.87 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.01 Unrealized 0.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.41 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized 0.0%
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized 0.0%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $194.50 Unrealized +17.2%
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 +68.5%
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 -46.2%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.73 Unrealized +37.3%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized