Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $179,078 (100.0% shares, 0.0% debt)

Holdings (604)

VUG VANGUARD GROWTH ETF 4.0%
Value ($000) $7,240 Shares 25,196 Est. Cost $205.80 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 4.0%
Value ($000) $7,195 Shares 182,018 Est. Cost $31.85 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.5%
Value ($000) $6,315 Shares 15 Est. Cost $325723.70 Unrealized +29.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.4%
Value ($000) $6,076 Shares 79,977 Est. Cost $52.44 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.3%
Value ($000) $5,982 Shares 13,897 Est. Cost $336.66 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 3.3%
Value ($000) $5,853 Shares 102,498 Est. Cost $56.71 Unrealized
AAPL APPLE INC COM 3.1%
Value ($000) $5,589 Shares 40,713 Est. Cost $97.58 Unrealized +29.6%
VTWO VANGUARD RUSSELL 2000 ETF 3.1%
Value ($000) $5,520 Shares 59,097 Est. Cost $99.41 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 3.1%
Value ($000) $5,505 Shares 138,240 Est. Cost $31.03 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $5,148 Shares 13,008 Est. Cost $304.89 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $3,956 Shares 14,563 Est. Cost $152.07 Unrealized +60.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2.0%
Value ($000) $3,504 Shares 42,442 Est. Cost $79.94 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.8%
Value ($000) $3,249 Shares 39,594 Est. Cost $80.80 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.8%
Value ($000) $3,166 Shares 96,821 Est. Cost $25.23 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 1.7%
Value ($000) $3,108 Shares 7,962 Est. Cost $247.31 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.5%
Value ($000) $2,687 Shares 29,921 Est. Cost $92.13 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.2%
Value ($000) $2,101 Shares 39,419 Est. Cost $53.31 Unrealized
TIP ISHARES TIPS BOND ETF 1.1%
Value ($000) $2,049 Shares 16,091 Est. Cost $120.50 Unrealized
BAC BANK AMERICA CORP COM 1.1%
Value ($000) $1,917 Shares 46,149 Est. Cost $27.03 Unrealized +35.3%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,764 Shares 7,593 Est. Cost $174.80 Unrealized +19.7%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $1,591 Shares 3,681 Est. Cost $413.41 Unrealized
INVESCO BULLETSHARES 2021 CORP BD ETF 0.9%
Value ($000) $1,575 Shares 74,694 Est. Cost $21.10 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.9%
Value ($000) $1,567 Shares 14,234 Est. Cost $113.16 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.8%
Value ($000) $1,490 Shares 13,874 Est. Cost $98.64 Unrealized
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,488 Shares 8,397 Est. Cost $137.70 Unrealized +27.6%
PGX INVESCO PREFERRED ETF 0.8%
Value ($000) $1,414 Shares 92,378 Est. Cost $14.27 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $1,413 Shares 4,395 Est. Cost $205.41 Unrealized +38.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,398 Shares 37,792 Est. Cost $33.15 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $1,371 Shares 5,832 Est. Cost $188.87 Unrealized +17.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.8%
Value ($000) $1,361 Shares 51,289 Est. Cost $26.46 Unrealized
MBB ISHARES MBS ETF 0.8%
Value ($000) $1,346 Shares 12,460 Est. Cost $108.74 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.8%
Value ($000) $1,345 Shares 13,589 Est. Cost $96.19 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.7%
Value ($000) $1,302 Shares 24,376 Est. Cost $53.10 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $1,264 Shares 11,899 Est. Cost $83.51 Unrealized +4.3%
BA BOEING CO COM 0.7%
Value ($000) $1,225 Shares 5,109 Est. Cost $291.87 Unrealized -17.2%
GM GENERAL MTRS CO COM 0.7%
Value ($000) $1,201 Shares 20,323 Est. Cost $52.67 Unrealized +7.7%
VIS VANGUARD INDUSTRIALS ETF 0.7%
Value ($000) $1,177 Shares 5,953 Est. Cost $140.07 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $1,161 Shares 7,835 Est. Cost $116.29 Unrealized +8.5%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,138 Shares 3,209 Est. Cost $227.00 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $1,047 Shares 10,524 Est. Cost $121.96 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BD ETF 0.6%
Value ($000) $1,043 Shares 40,738 Est. Cost $25.75 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $1,043 Shares 2,530 Est. Cost $253.19 Unrealized +46.1%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $1,018 Shares 16,096 Est. Cost $48.22 Unrealized +3.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $993 Shares 18,157 Est. Cost $54.56 Unrealized
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $978 Shares 11,893 Est. Cost $59.63 Unrealized +18.2%
BLV VANGUARD LONG-TERM BOND ETF 0.5%
Value ($000) $968 Shares 9,403 Est. Cost $111.00 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.5%
Value ($000) $930 Shares 9,113 Est. Cost $73.66 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $905 Shares 4,743 Est. Cost $150.37 Unrealized +9.2%
WMT WALMART INC COM 0.5%
Value ($000) $899 Shares 6,454 Est. Cost $37.59 Unrealized +16.5%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $887 Shares 258 Est. Cost $102.23 Unrealized +62.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $879 Shares 10,778 Est. Cost $62.92 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.5%
Value ($000) $873 Shares 4,604 Est. Cost $130.21 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $869 Shares 11,143 Est. Cost $66.58 Unrealized -3.7%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $848 Shares 2,229 Est. Cost $331.36 Unrealized +2.2%
ZION ZIONS BANCORPORATION N A COM 0.5%
Value ($000) $839 Shares 15,594 Est. Cost $41.79 Unrealized +34.0%
HEALTHCARE RLTY TR CL A COM 0.5%
Value ($000) $836 Shares 31,086 Est. Cost $30.28 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $834 Shares 2,354 Est. Cost $225.61 Unrealized +41.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.5%
Value ($000) $822 Shares 15,844 Est. Cost $51.64 Unrealized
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.5%
Value ($000) $820 Shares 11,375 Est. Cost $72.07 Unrealized
XME SPDR S&P METALS & MINING ETF 0.5%
Value ($000) $813 Shares 18,779 Est. Cost $43.28 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.4%
Value ($000) $802 Shares 27,996 Est. Cost $18.54 Unrealized +42.5%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.4%
Value ($000) $800 Shares 46,895 Est. Cost $16.34 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $764 Shares 9,348 Est. Cost $59.11 Unrealized +24.2%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $758 Shares 14,189 Est. Cost $39.12 Unrealized +17.2%
QLD PROSHARES ULTRA QQQ 0.4%
Value ($000) $728 Shares 10,132 Est. Cost $90.01 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $705 Shares 9,614 Est. Cost $53.55 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $681 Shares 10,238 Est. Cost $50.10 Unrealized +7.6%
ARKG ARK GENOMIC REVOLUTION ETF 0.4%
Value ($000) $675 Shares 7,266 Est. Cost $66.20 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.4%
Value ($000) $663 Shares 8,008 Est. Cost $74.49 Unrealized
AFL AFLAC INC COM 0.4%
Value ($000) $662 Shares 12,253 Est. Cost $44.30 Unrealized +10.7%
KIE SPDR S&P INSURANCE ETF 0.4%
Value ($000) $658 Shares 16,845 Est. Cost $39.05 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $636 Shares 11,347 Est. Cost $49.26 Unrealized +8.8%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $627 Shares 4,456 Est. Cost $115.52 Unrealized +5.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $622 Shares 1,796 Est. Cost $289.16 Unrealized
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $621 Shares 7,033 Est. Cost $47.31 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $608 Shares 13,490 Est. Cost $45.09 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $600 Shares 3,001 Est. Cost $154.37 Unrealized +14.2%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $561 Shares 222 Est. Cost $69.94 Unrealized +69.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $561 Shares 3,380 Est. Cost $123.63 Unrealized +17.2%
FTNT FORTINET INC COM 0.3%
Value ($000) $555 Shares 2,290 Est. Cost $25.94 Unrealized +64.6%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.3%
Value ($000) $547 Shares 12,220 Est. Cost $44.19 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $546 Shares 4,035 Est. Cost $105.18 Unrealized +14.8%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $531 Shares 1,978 Est. Cost $211.05 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $530 Shares 6,168 Est. Cost $54.02 Unrealized +16.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $508 Shares 9,925 Est. Cost $51.21 Unrealized
BAX BAXTER INTL INC COM 0.3%
Value ($000) $497 Shares 6,099 Est. Cost $73.71 Unrealized +2.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $492 Shares 8,104 Est. Cost $55.76 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.3%
Value ($000) $489 Shares 2,961 Est. Cost $135.20 Unrealized
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $485 Shares 1,679 Est. Cost $214.68 Unrealized +22.8%
SLB SCHLUMBERGER LTD COM STK 0.3%
Value ($000) $481 Shares 14,550 Est. Cost $27.77 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $455 Shares 2,896 Est. Cost $108.30 Unrealized +29.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $453 Shares 3,566 Est. Cost $107.25 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $449 Shares 1,622 Est. Cost $162.04 Unrealized +56.6%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.2%
Value ($000) $432 Shares 4,098 Est. Cost $102.48 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $414 Shares 7,682 Est. Cost $51.27 Unrealized +8.8%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value ($000) $413 Shares 13,772 Est. Cost $29.40 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.2%
Value ($000) $401 Shares 1,568 Est. Cost $146.05 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $392 Shares 3,452 Est. Cost $111.53 Unrealized
BARRICK GOLD CORP COM 0.2%
Value ($000) $380 Shares 18,467 Est. Cost $20.58 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $379 Shares 7,030 Est. Cost $44.51 Unrealized +6.2%
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $376 Shares 2,855 Est. Cost $52.49 Unrealized +55.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $362 Shares 895 Est. Cost $238.28 Unrealized +54.9%
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $353 Shares 5,634 Est. Cost $36.41 Unrealized +63.7%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.2%
Value ($000) $330 Shares 9,559 Est. Cost $34.52 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.2%
Value ($000) $325 Shares 4,169 Est. Cost $77.97 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $322 Shares 3,729 Est. Cost $67.00 Unrealized +13.0%
MEDP MEDPACE HLDGS INC COM 0.2%
Value ($000) $321 Shares 1,801 Est. Cost $103.78 Unrealized +66.3%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $320 Shares 5,692 Est. Cost $42.79 Unrealized +1.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $319 Shares 4,349 Est. Cost $62.23 Unrealized +17.5%
T AT&T INC COM 0.2%
Value ($000) $313 Shares 10,740 Est. Cost $18.84 Unrealized -9.8%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $304 Shares 124 Est. Cost $64.65 Unrealized +79.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $300 Shares 371 Est. Cost $5.43 Unrealized +194.7%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $286 Shares 2,136 Est. Cost $134.20 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $274 Shares 6,919 Est. Cost $26.71 Unrealized +16.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $274 Shares 2,596 Est. Cost $93.71 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.1%
Value ($000) $264 Shares 6,988 Est. Cost $32.80 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $262 Shares 2,130 Est. Cost $107.58 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $262 Shares 800 Est. Cost $233.39 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $250 Shares 4,540 Est. Cost $55.12 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $249 Shares 2,179 Est. Cost $64.77 Unrealized +46.3%
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $243 Shares 11,319 Est. Cost $20.34 Unrealized +11.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $243 Shares 3,051 Est. Cost $50.44 Unrealized +45.9%
F FORD MTR CO DEL COM 0.1%
Value ($000) $240 Shares 16,096 Est. Cost $5.06 Unrealized +99.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $235 Shares 2,011 Est. Cost $114.35 Unrealized +3.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $227 Shares 1,537 Est. Cost $91.67 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $227 Shares 335 Est. Cost $128.66 Unrealized +68.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $225 Shares 9,083 Est. Cost $24.07 Unrealized -3.9%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $224 Shares 971 Est. Cost $112.83 Unrealized +70.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $223 Shares 1,517 Est. Cost $99.53 Unrealized +14.0%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $221 Shares 2,572 Est. Cost $95.90 Unrealized -10.7%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $219 Shares 7,402 Est. Cost $28.21 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.1%
Value ($000) $214 Shares 1,855 Est. Cost $115.43 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $205 Shares 6,650 Est. Cost $26.93 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $205 Shares 1,746 Est. Cost $77.40 Unrealized +38.6%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $203 Shares 547 Est. Cost $274.30 Unrealized +32.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $198 Shares 896 Est. Cost $144.21 Unrealized +33.3%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $196 Shares 7,444 Est. Cost $34.16 Unrealized -18.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $194 Shares 481 Est. Cost $242.15 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $187 Shares 837 Est. Cost $150.45 Unrealized +33.2%
ASAN ASANA INC CL A 0.1%
Value ($000) $184 Shares 3,000 Est. Cost $28.13 Unrealized +37.2%
BBY BEST BUY INC COM 0.1%
Value ($000) $183 Shares 1,570 Est. Cost $61.60 Unrealized +54.1%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $179 Shares 1,207 Est. Cost $75.57 Unrealized +60.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $176 Shares 1,012 Est. Cost $170.85 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $175 Shares 1,242 Est. Cost $97.68 Unrealized +31.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $169 Shares 1,014 Est. Cost $110.04 Unrealized +34.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $161 Shares 3,651 Est. Cost $37.84 Unrealized +19.0%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $158 Shares 469 Est. Cost $323.94 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $148 Shares 1,494 Est. Cost $72.69 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $146 Shares 1,409 Est. Cost $74.07 Unrealized +10.4%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $145 Shares 1,123 Est. Cost $124.82 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $138 Shares 368 Est. Cost $184.15 Unrealized +73.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $129 Shares 853 Est. Cost $115.72 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $125 Shares 2,622 Est. Cost $28.67 Unrealized +18.5%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $119 Shares 1,605 Est. Cost $64.48 Unrealized +3.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $116 Shares 830 Est. Cost $116.58 Unrealized +19.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $115 Shares 606 Est. Cost $85.25 Unrealized +83.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $114 Shares 406 Est. Cost $241.51 Unrealized +15.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $114 Shares 683 Est. Cost $142.90 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $113 Shares 8,412 Est. Cost $48.86 Unrealized +33.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $113 Shares 1,813 Est. Cost $45.89 Unrealized +19.0%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $113 Shares 1,879 Est. Cost $42.92 Unrealized +23.3%
EDEN ISHARES MSCI DENMARK ETF 0.1%
Value ($000) $112 Shares 1,021 Est. Cost $109.23 Unrealized
EIRL ISHARES MSCI IRELAND ETF 0.1%
Value ($000) $110 Shares 1,887 Est. Cost $58.10 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.1%
Value ($000) $110 Shares 2,351 Est. Cost $46.59 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $110 Shares 173 Est. Cost $297.60 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.1%
Value ($000) $109 Shares 2,226 Est. Cost $48.78 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 0.1%
Value ($000) $108 Shares 2,243 Est. Cost $48.31 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $108 Shares 1,874 Est. Cost $37.86 Unrealized +29.6%
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value ($000) $108 Shares 2,828 Est. Cost $38.07 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $107 Shares 1,800 Est. Cost $87.40 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $107 Shares 396 Est. Cost $166.15 Unrealized +50.6%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $106 Shares 854 Est. Cost $71.88 Unrealized
HOG HARLEY DAVIDSON INC COM 0.1%
Value ($000) $105 Shares 2,244 Est. Cost $29.41 Unrealized +57.8%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $105 Shares 462 Est. Cost $170.83 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $103 Shares 490 Est. Cost $84.69 Unrealized +93.8%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $101 Shares 423 Est. Cost $178.18 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $101 Shares 1,146 Est. Cost $87.23 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $99 Shares 1,400 Est. Cost $58.00 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $99 Shares 1,452 Est. Cost $53.54 Unrealized +18.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $98 Shares 185 Est. Cost $233.98 Unrealized +113.0%
WYNN WYNN RESORTS LTD COM 0.1%
Value ($000) $98 Shares 804 Est. Cost $104.63 Unrealized +18.3%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $97 Shares 1,888 Est. Cost $35.33 Unrealized +24.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $97 Shares 505 Est. Cost $94.52 Unrealized +67.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $95 Shares 424 Est. Cost $162.78 Unrealized
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $95 Shares 2,845 Est. Cost $24.71 Unrealized +17.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $94 Shares 381 Est. Cost $182.66 Unrealized +16.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $94 Shares 387 Est. Cost $223.27 Unrealized +2.3%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $92 Shares 691 Est. Cost $108.78 Unrealized +3.3%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $92 Shares 2,021 Est. Cost $36.07 Unrealized +10.8%
PPG PPG INDS INC COM 0.1%
Value ($000) $90 Shares 532 Est. Cost $89.33 Unrealized +75.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $89 Shares 963 Est. Cost $50.08 Unrealized +79.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $89 Shares 964 Est. Cost $39.09 Unrealized +88.6%
HAIL SPDR S&P KENSHO SMART MOBILITY ETF 0.0%
Value ($000) $87 Shares 1,415 Est. Cost $61.76 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $87 Shares 2,299 Est. Cost $39.26 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $87 Shares 4,148 Est. Cost $14.85 Unrealized +16.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $86 Shares 987 Est. Cost $86.88 Unrealized -18.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $84 Shares 364 Est. Cost $186.58 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $84 Shares 700 Est. Cost $84.82 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $82 Shares 2,952 Est. Cost $32.57 Unrealized -0.7%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $82 Shares 615 Est. Cost $109.11 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $81 Shares 732 Est. Cost $104.14 Unrealized -0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $81 Shares 138 Est. Cost $358.90 Unrealized +43.6%
AA ALCOA CORP COM 0.0%
Value ($000) $77 Shares 2,083 Est. Cost $34.73 Unrealized 0.0%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $75 Shares 1,707 Est. Cost $37.91 Unrealized +3.1%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $38.45 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $73 Shares 416 Est. Cost $122.84 Unrealized +32.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $72 Shares 626 Est. Cost $114.10 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $71 Shares 1,496 Est. Cost $31.56 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $71 Shares 895 Est. Cost $69.71 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $70 Shares 385 Est. Cost $147.45 Unrealized -0.5%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $70 Shares 4,771 Est. Cost $14.79 Unrealized
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $69 Shares 3,805 Est. Cost $18.83 Unrealized -1.3%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $68 Shares 404 Est. Cost $108.68 Unrealized +25.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $67 Shares 1,989 Est. Cost $15.05 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $67 Shares 910 Est. Cost $51.27 Unrealized +31.2%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $67 Shares 306 Est. Cost $209.87 Unrealized -0.1%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $67 Shares 458 Est. Cost $126.26 Unrealized +0.4%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $67 Shares 306 Est. Cost $167.77 Unrealized +16.6%
CERNER CORP COM 0.0%
Value ($000) $67 Shares 848 Est. Cost $73.28 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $64 Shares 438 Est. Cost $76.01 Unrealized +75.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $63 Shares 124 Est. Cost $306.34 Unrealized +52.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $63 Shares 819 Est. Cost $68.51 Unrealized +4.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $63 Shares 1,688 Est. Cost $36.53 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $62 Shares 757 Est. Cost $79.28 Unrealized +0.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $62 Shares 677 Est. Cost $75.59 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $60 Shares 1,128 Est. Cost $56.72 Unrealized -2.8%
WAT WATERS CORP COM 0.0%
Value ($000) $59 Shares 168 Est. Cost $220.88 Unrealized +43.3%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $59 Shares 756 Est. Cost $121.20 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $58 Shares 1,213 Est. Cost $47.97 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $58 Shares 337 Est. Cost $152.54 Unrealized +0.0%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $58 Shares 625 Est. Cost $92.60 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $58 Shares 903 Est. Cost $63.85 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $58 Shares 1,050 Est. Cost $54.84 Unrealized
AIA ISHARES ASIA 50 ETF 0.0%
Value ($000) $58 Shares 633 Est. Cost $90.86 Unrealized
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 0.0%
Value ($000) $57 Shares 624 Est. Cost $91.94 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $57 Shares 106 Est. Cost $36.24 Unrealized +41.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $56 Shares 766 Est. Cost $38.75 Unrealized +71.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $55 Shares 484 Est. Cost $74.78 Unrealized +35.9%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $55 Shares 1,371 Est. Cost $37.30 Unrealized -0.5%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $54 Shares 1,134 Est. Cost $47.92 Unrealized
NUVVE HOLDING CORP COM NEW 0.0%
Value ($000) $54 Shares 3,939 Est. Cost $13.72 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $54 Shares 230 Est. Cost $77.97 Unrealized +129.2%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $54 Shares 460 Est. Cost $92.71 Unrealized +20.3%
AON AON PLC SHS CL A 0.0%
Value ($000) $53 Shares 222 Est. Cost $195.70 Unrealized +20.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $53 Shares 450 Est. Cost $105.66 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $52 Shares 579 Est. Cost $78.26 Unrealized +1.1%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,275 Est. Cost $46.99 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $51 Shares 290 Est. Cost $137.07 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $58.98 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $49 Shares 512 Est. Cost $48.19 Unrealized +80.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $49 Shares 840 Est. Cost $55.05 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $62.87 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $49 Shares 201 Est. Cost $211.84 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $48 Shares 200 Est. Cost $233.92 Unrealized -0.8%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $48 Shares 2,528 Est. Cost $21.61 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $47 Shares 346 Est. Cost $84.38 Unrealized +57.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $47 Shares 900 Est. Cost $50.20 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $45 Shares 250 Est. Cost $124.55 Unrealized +26.4%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $45 Shares 1,141 Est. Cost $26.21 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $44 Shares 501 Est. Cost $66.35 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $43 Shares 456 Est. Cost $77.51 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $43 Shares 402 Est. Cost $121.06 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $42 Shares 570 Est. Cost $47.34 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $42 Shares 229 Est. Cost $126.78 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $42 Shares 291 Est. Cost $83.31 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $42 Shares 805 Est. Cost $44.06 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $39 Shares 180 Est. Cost $151.98 Unrealized +24.2%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $39 Shares 295 Est. Cost $97.94 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $38 Shares 275 Est. Cost $91.47 Unrealized +36.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $38 Shares 235 Est. Cost $136.73 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $37 Shares 425 Est. Cost $64.32 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $36 Shares 284 Est. Cost $84.80 Unrealized +30.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $35 Shares 563 Est. Cost $33.17 Unrealized +74.6%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $34 Shares 400 Est. Cost $72.47 Unrealized +0.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $34 Shares 126 Est. Cost $185.21 Unrealized +19.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $34 Shares 245 Est. Cost $138.39 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 353 Est. Cost $91.33 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $33 Shares 557 Est. Cost $51.97 Unrealized +3.9%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $33 Shares 11,398 Est. Cost $2.89 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $31 Shares 770 Est. Cost $22.63 Unrealized +49.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $31 Shares 319 Est. Cost $63.06 Unrealized +35.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $31 Shares 33 Est. Cost $188.88 Unrealized +48.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $31 Shares 141 Est. Cost $123.01 Unrealized +72.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $119.29 Unrealized +18.5%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $30 Shares 350 Est. Cost $64.67 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $30 Shares 1,114 Est. Cost $26.90 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $30 Shares 300 Est. Cost $71.81 Unrealized +16.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 164 Est. Cost $125.42 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $29 Shares 510 Est. Cost $43.51 Unrealized +9.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $29 Shares 144 Est. Cost $203.14 Unrealized +3.0%
SHELL PLC SPON ADR B 0.0%
Value ($000) $28 Shares 714 Est. Cost $60.01 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $28 Shares 39 Est. Cost $473.78 Unrealized +42.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $28 Shares 444 Est. Cost $44.77 Unrealized +5.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 308 Est. Cost $64.52 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $27 Shares 1,423 Est. Cost $20.28 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $63.78 Unrealized +88.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $26 Shares 161 Est. Cost $133.20 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $25 Shares 44 Est. Cost $410.21 Unrealized +22.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $24 Shares 155 Est. Cost $86.49 Unrealized +60.2%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 499 Est. Cost $42.44 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 884 Est. Cost $37.74 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $22 Shares 61 Est. Cost $314.36 Unrealized +6.2%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $22 Shares 100 Est. Cost $72.71 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $33.20 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 114 Est. Cost $150.94 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $21 Shares 484 Est. Cost $43.68 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 582 Est. Cost $36.14 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $20 Shares 365 Est. Cost $55.55 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $19 Shares 41 Est. Cost $26.32 Unrealized +59.7%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 69 Est. Cost $85.51 Unrealized +194.6%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $132.37 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.25 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $17 Shares 260 Est. Cost $55.24 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 237 Est. Cost $53.15 Unrealized +5.1%
RITE AID CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $15.47 Unrealized
PROOFPOINT INC COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $114.85 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $16 Shares 288 Est. Cost $55.19 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $16 Shares 41 Est. Cost $257.25 Unrealized +39.4%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $16 Shares 201 Est. Cost $81.49 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $15 Shares 250 Est. Cost $58.34 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $15 Shares 300 Est. Cost $39.66 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 279 Est. Cost $44.47 Unrealized
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.25 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $15 Shares 59 Est. Cost $155.15 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $72.48 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 135 Est. Cost $87.51 Unrealized +10.4%
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $14 Shares 196 Est. Cost $49.94 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $13 Shares 343 Est. Cost $34.78 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $13 Shares 406 Est. Cost $29.45 Unrealized +13.5%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $13 Shares 1,470 Est. Cost $6.60 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $13 Shares 896 Est. Cost $13.33 Unrealized -11.0%
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 564 Est. Cost $21.16 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $13 Shares 230 Est. Cost $22.79 Unrealized +81.2%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 124 Est. Cost $89.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 80 Est. Cost $109.57 Unrealized +29.6%
FNB F N B CORP COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.17 Unrealized +19.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $12 Shares 131 Est. Cost $37.67 Unrealized +114.5%
PINS PINTEREST INC CL A 0.0%
Value ($000) $12 Shares 151 Est. Cost $69.72 Unrealized 0.0%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $12 Shares 329 Est. Cost $34.91 Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $12 Shares 322 Est. Cost $31.78 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $12 Shares 118 Est. Cost $68.03 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $37.65 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $95.33 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $32.56 Unrealized +4.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $11 Shares 72 Est. Cost $125.49 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.74 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $11 Shares 30 Est. Cost $315.41 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $11 Shares 338 Est. Cost $28.61 Unrealized
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $11 Shares 422 Est. Cost $24.71 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $11 Shares 129 Est. Cost $78.85 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $11 Shares 83 Est. Cost $61.85 Unrealized +103.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $11 Shares 142 Est. Cost $67.25 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 258 Est. Cost $40.10 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $10 Shares 210 Est. Cost $49.40 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $10 Shares 25 Est. Cost $335.49 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $10 Shares 250 Est. Cost $19.40 Unrealized +97.4%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $10 Shares 319 Est. Cost $25.28 Unrealized -2.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $10 Shares 210 Est. Cost $58.96 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
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 86 Est. Cost $79.71 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $10 Shares 288 Est. Cost $24.67 Unrealized +28.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $10 Shares 414 Est. Cost $28.16 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $10 Shares 125 Est. Cost $43.62 Unrealized +77.2%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $10 Shares 49 Est. Cost $104.19 Unrealized +44.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $10 Shares 124 Est. Cost $35.23 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $10 Shares 121 Est. Cost $78.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 81 Est. Cost $58.10 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $10 Shares 35 Est. Cost $246.89 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $9 Shares 190 Est. Cost $48.79 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $9 Shares 14 Est. Cost $384.24 Unrealized +58.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $9 Shares 38 Est. Cost $168.62 Unrealized +36.2%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $9 Shares 44 Est. Cost $139.42 Unrealized
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $8 Shares 639 Est. Cost $9.53 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $123.07 Unrealized +12.1%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $143.32 Unrealized +127.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $8 Shares 16 Est. Cost $419.94 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $8 Shares 39 Est. Cost $108.19 Unrealized +29.8%
CATALENT INC COM 0.0%
Value ($000) $8 Shares 69 Est. Cost $56.30 Unrealized
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $8 Shares 308 Est. Cost $23.95 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.19 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $66.81 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 108 Est. Cost $61.80 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $209.01 Unrealized +52.3%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $319.71 Unrealized +12.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $152.39 Unrealized +123.1%
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $7 Shares 1,026 Est. Cost $7.70 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 42 Est. Cost $125.97 Unrealized +23.6%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $7 Shares 255 Est. Cost $12.66 Unrealized +100.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $7 Shares 388 Est. Cost $9.93 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.72 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $51.09 Unrealized +102.0%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.11 Unrealized +32.1%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 44 Est. Cost $58.39 Unrealized +119.2%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 127 Est. Cost $35.93 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $53.40 Unrealized -11.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $85.11 Unrealized +58.2%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $212.04 Unrealized -23.6%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 28 Est. Cost $141.56 Unrealized +36.5%
QLYS QUALYS INC COM 0.0%
Value ($000) $6 Shares 56 Est. Cost $82.92 Unrealized +22.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.32 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $154.88 Unrealized +47.0%
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.0%
Value ($000) $6 Shares 112 Est. Cost $48.45 Unrealized
OMCL OMNICELL COM COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $76.72 Unrealized +81.5%
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $5 Shares 29 Est. Cost $151.83 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $178.50 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $48.62 Unrealized +61.5%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.40 Unrealized +37.1%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized -14.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $5 Shares 15 Est. Cost $286.73 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $63.33 Unrealized +37.4%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 180 Est. Cost $26.01 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $175.89 Unrealized +62.8%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $82.36 Unrealized -0.0%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.85 Unrealized +56.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 39 Est. Cost $88.54 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $49.83 Unrealized +81.6%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $150.05 Unrealized -0.3%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +62.1%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $37.82 Unrealized +56.7%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $4 Shares 37 Est. Cost $60.42 Unrealized +52.1%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.63 Unrealized +6.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 44 Est. Cost $59.41 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 46 Est. Cost $54.29 Unrealized +31.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +145.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $97.25 Unrealized +28.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $263.53 Unrealized +8.2%
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $113.17 Unrealized +43.5%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $41.82 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $90.94 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.29 Unrealized +38.8%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $127.00 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $172.09 Unrealized +19.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1158.08 Unrealized +25.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $47.48 Unrealized +51.0%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.96 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +31.9%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.14 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $340.30 Unrealized +23.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.04 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.49 Unrealized +19.7%
TTC TORO CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $76.58 Unrealized +43.5%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $331.87 Unrealized +19.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $157.29 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $67.77 Unrealized +48.3%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +31.6%
IT GARTNER INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $152.69 Unrealized +43.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $3 Shares 9 Est. Cost $223.05 Unrealized +20.2%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $144.87 Unrealized +32.2%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +15.3%
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $721.67 Unrealized
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $59.53 Unrealized +18.8%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.42 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $25.28 Unrealized +53.5%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $50.09 Unrealized +32.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +42.1%
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $232.12 Unrealized +47.7%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.87 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.42 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $674.73 Unrealized +0.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $70.69 Unrealized +82.2%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.49 Unrealized
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +3.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.43 Unrealized +15.1%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +47.8%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized +20.9%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $54.15 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $43.33 Unrealized +46.6%
LOW LOWES COS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $148.05 Unrealized +21.3%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +11.2%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +50.6%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -22.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $116.19 Unrealized
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 266 Est. Cost $11.03 Unrealized -28.8%
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +71.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +7.6%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.21 Unrealized +2.0%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 82 Est. Cost $13.27 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $38.64 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized +13.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $88.75 Unrealized +13.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 9 Est. Cost $155.43 Unrealized +7.1%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $227.64 Unrealized +15.5%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.63 Unrealized +26.8%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $32.91 Unrealized +57.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $114.35 Unrealized +32.4%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +40.7%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +8.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +8.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $231.36 Unrealized +25.8%
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 +96.8%
MCO MOODYS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $267.92 Unrealized +19.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $398.27 Unrealized +7.9%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.21 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.49 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +17.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.74 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.58 Unrealized +4.7%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 78 Est. Cost $19.00 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +29.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized +14.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $214.57 Unrealized +13.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.24 Unrealized +42.4%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.69 Unrealized +32.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized +23.6%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.87 Unrealized +28.9%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +23.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized +31.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $312.48 Unrealized +11.1%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +71.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized +18.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $224.01 Unrealized +11.2%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized -2.5%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.00 Unrealized +10.8%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized +21.9%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +40.0%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.55 Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +41.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +19.4%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +20.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized +37.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +10.3%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +37.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.58 Unrealized +3.5%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +10.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.35 Unrealized +5.8%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized +26.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +38.3%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.51 Unrealized +35.6%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized +31.9%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $396.56 Unrealized +5.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $247.58 Unrealized +5.3%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +62.7%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.00 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +21.9%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +19.3%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.52 Unrealized +41.5%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $178.40 Unrealized +8.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +29.0%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +12.4%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized +4.9%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.91 Unrealized +4.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $129.28 Unrealized +30.0%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.25 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.63 Unrealized +39.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized +17.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.23 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +29.7%
BIIB BIOGEN INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $259.08 Unrealized +16.9%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.07 Unrealized +19.4%
DISCOVERY INC COM SER C 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.18 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +37.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.95 Unrealized +13.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.47 Unrealized +4.5%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.06 Unrealized +17.4%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized -0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +16.5%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.32 Unrealized +33.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +37.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +12.9%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.21 Unrealized +14.2%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +58.1%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $86.62 Unrealized +31.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +13.2%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +29.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.74 Unrealized +7.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +28.4%
MET METLIFE INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.01 Unrealized +48.8%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
VRSN VERISIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $202.87 Unrealized +6.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.87 Unrealized +18.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.41 Unrealized +33.3%
KORRO BIO INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $9.25 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 34 Est. Cost $16.11 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized +6.4%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -48.8%
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 +1.5%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.00 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.00 Unrealized
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.37 Unrealized +41.2%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.44 Unrealized +71.0%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.38 Unrealized +160.2%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.73 Unrealized +80.8%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized