Global Financial Private Client, LLC Diversified Active

CIK: 0002023568 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value ($000): $206,966 (100.0% shares, 0.0% debt)

Holdings (646)

VUG VANGUARD GROWTH ETF 3.9%
Value ($000) $8,146 Shares 25,385 Est. Cost $207.73 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 3.6%
Value ($000) $7,521 Shares 193,479 Est. Cost $32.26 Unrealized
AAPL APPLE INC COM 3.6%
Value ($000) $7,518 Shares 42,337 Est. Cost $101.80 Unrealized +52.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 3.4%
Value ($000) $7,024 Shares 86,902 Est. Cost $54.40 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.3%
Value ($000) $6,933 Shares 14,596 Est. Cost $342.18 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.3%
Value ($000) $6,760 Shares 15 Est. Cost $325723.70 Unrealized +32.6%
VOO VANGUARD S&P 500 ETF 3.1%
Value ($000) $6,359 Shares 14,565 Est. Cost $316.21 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 3.0%
Value ($000) $6,107 Shares 110,710 Est. Cost $56.70 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.9%
Value ($000) $5,918 Shares 140,904 Est. Cost $31.29 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 2.8%
Value ($000) $5,693 Shares 63,385 Est. Cost $98.77 Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value ($000) $4,395 Shares 13,066 Est. Cost $152.07 Unrealized +106.1%
BSV VANGUARD SHORT-TERM BOND ETF 1.9%
Value ($000) $3,844 Shares 47,555 Est. Cost $80.96 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.7%
Value ($000) $3,577 Shares 7,499 Est. Cost $432.05 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.7%
Value ($000) $3,481 Shares 42,838 Est. Cost $80.12 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.7%
Value ($000) $3,435 Shares 31,838 Est. Cost $98.66 Unrealized
TIP ISHARES TIPS BOND ETF 1.6%
Value ($000) $3,244 Shares 25,110 Est. Cost $123.24 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1.5%
Value ($000) $3,080 Shares 103,996 Est. Cost $25.58 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.4%
Value ($000) $2,821 Shares 32,197 Est. Cost $91.91 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.3%
Value ($000) $2,727 Shares 24,724 Est. Cost $102.52 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 1.2%
Value ($000) $2,523 Shares 6,344 Est. Cost $254.06 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.1%
Value ($000) $2,325 Shares 44,006 Est. Cost $53.30 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1.0%
Value ($000) $2,084 Shares 39,378 Est. Cost $53.18 Unrealized
BAC BANK AMERICA CORP COM 1.0%
Value ($000) $2,033 Shares 45,702 Est. Cost $27.03 Unrealized +51.8%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,994 Shares 7,436 Est. Cost $175.78 Unrealized +30.6%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,824 Shares 4,395 Est. Cost $205.41 Unrealized +67.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,664 Shares 42,623 Est. Cost $33.75 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.8%
Value ($000) $1,649 Shares 16,045 Est. Cost $112.30 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.8%
Value ($000) $1,608 Shares 31,915 Est. Cost $51.25 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.8%
Value ($000) $1,603 Shares 60,070 Est. Cost $26.48 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $1,563 Shares 8,995 Est. Cost $119.67 Unrealized +19.9%
PGX INVESCO PREFERRED ETF 0.7%
Value ($000) $1,542 Shares 102,799 Est. Cost $14.34 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $1,517 Shares 12,931 Est. Cost $83.50 Unrealized +15.1%
GM GENERAL MTRS CO COM 0.7%
Value ($000) $1,442 Shares 24,589 Est. Cost $52.81 Unrealized +6.7%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,432 Shares 9,248 Est. Cost $140.85 Unrealized +12.0%
V VISA INC COM CL A 0.7%
Value ($000) $1,415 Shares 6,527 Est. Cost $191.31 Unrealized +8.8%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $1,410 Shares 3,542 Est. Cost $240.52 Unrealized
CVS CVS HEALTH CORP COM 0.7%
Value ($000) $1,400 Shares 13,569 Est. Cost $62.04 Unrealized +29.7%
VIS VANGUARD INDUSTRIALS ETF 0.7%
Value ($000) $1,394 Shares 6,867 Est. Cost $147.73 Unrealized
MBB ISHARES MBS ETF 0.6%
Value ($000) $1,290 Shares 12,011 Est. Cost $108.73 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $1,274 Shares 2,699 Est. Cost $264.31 Unrealized +67.2%
XSD SPDR S&P SEMICONDUCTOR ETF 0.6%
Value ($000) $1,252 Shares 5,148 Est. Cost $140.13 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.6%
Value ($000) $1,207 Shares 10,514 Est. Cost $121.96 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.5%
Value ($000) $1,098 Shares 10,664 Est. Cost $110.04 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.5%
Value ($000) $1,074 Shares 17,004 Est. Cost $43.18 Unrealized +47.9%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,067 Shares 16,842 Est. Cost $40.82 Unrealized +23.6%
HEALTHCARE RLTY TR CL A COM 0.5%
Value ($000) $1,031 Shares 30,883 Est. Cost $30.28 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.5%
Value ($000) $1,021 Shares 34,063 Est. Cost $29.75 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $1,009 Shares 5,010 Est. Cost $288.97 Unrealized -26.9%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $995 Shares 5,279 Est. Cost $152.27 Unrealized +11.7%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $989 Shares 5,410 Est. Cost $119.26 Unrealized +22.5%
WMT WALMART INC COM 0.5%
Value ($000) $950 Shares 6,568 Est. Cost $37.78 Unrealized +19.6%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $929 Shares 15,175 Est. Cost $48.23 Unrealized +11.8%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.4%
Value ($000) $920 Shares 52,400 Est. Cost $16.43 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.4%
Value ($000) $915 Shares 10,097 Est. Cost $77.26 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $896 Shares 11,694 Est. Cost $66.56 Unrealized +5.0%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $885 Shares 2,490 Est. Cost $329.62 Unrealized -6.3%
ICVT ISHARES CONVERTIBLE BOND ETF 0.4%
Value ($000) $877 Shares 9,831 Est. Cost $76.56 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $871 Shares 2,960 Est. Cost $20.40 Unrealized +34.6%
META META PLATFORMS INC CL A 0.4%
Value ($000) $834 Shares 2,480 Est. Cost $232.70 Unrealized +41.7%
FTNT FORTINET INC COM 0.4%
Value ($000) $818 Shares 2,276 Est. Cost $25.94 Unrealized +153.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $800 Shares 3,243 Est. Cost $157.52 Unrealized +31.6%
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $798 Shares 9,348 Est. Cost $59.11 Unrealized +20.0%
NUE NUCOR CORP COM 0.4%
Value ($000) $791 Shares 6,927 Est. Cost $95.57 Unrealized +7.3%
AFL AFLAC INC COM 0.4%
Value ($000) $779 Shares 13,342 Est. Cost $44.78 Unrealized +13.8%
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.4%
Value ($000) $752 Shares 10,430 Est. Cost $72.07 Unrealized
KIE SPDR S&P INSURANCE ETF 0.4%
Value ($000) $735 Shares 18,204 Est. Cost $38.96 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $735 Shares 220 Est. Cost $102.23 Unrealized +67.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $734 Shares 10,342 Est. Cost $55.30 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $719 Shares 6,275 Est. Cost $111.68 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $706 Shares 244 Est. Cost $76.57 Unrealized +87.3%
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $700 Shares 7,132 Est. Cost $79.58 Unrealized +9.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $661 Shares 3,864 Est. Cost $126.38 Unrealized +14.8%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $660 Shares 4,035 Est. Cost $105.18 Unrealized +27.5%
TAN INVESCO SOLAR ETF 0.3%
Value ($000) $656 Shares 8,520 Est. Cost $53.01 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $653 Shares 1,796 Est. Cost $289.16 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.3%
Value ($000) $652 Shares 5,957 Est. Cost $102.10 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.3%
Value ($000) $651 Shares 14,320 Est. Cost $45.10 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $647 Shares 4,447 Est. Cost $145.56 Unrealized
QLD PROSHARES ULTRA QQQ 0.3%
Value ($000) $617 Shares 6,932 Est. Cost $90.01 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $612 Shares 6,888 Est. Cost $54.53 Unrealized +34.4%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.3%
Value ($000) $590 Shares 2,034 Est. Cost $213.17 Unrealized
SNPS SYNOPSYS INC COM 0.3%
Value ($000) $588 Shares 1,596 Est. Cost $162.04 Unrealized +108.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.3%
Value ($000) $586 Shares 9,563 Est. Cost $66.83 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $547 Shares 3,884 Est. Cost $109.47 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.3%
Value ($000) $543 Shares 27,996 Est. Cost $18.54 Unrealized +13.8%
PFE PFIZER INC COM 0.3%
Value ($000) $539 Shares 9,119 Est. Cost $29.97 Unrealized +34.2%
ISHARES IBONDS DEC 2023 TERM MUNI BD ETF 0.3%
Value ($000) $535 Shares 20,655 Est. Cost $25.92 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.3%
Value ($000) $532 Shares 8,260 Est. Cost $68.77 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.3%
Value ($000) $529 Shares 13,313 Est. Cost $43.65 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $516 Shares 10,009 Est. Cost $49.38 Unrealized -4.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $489 Shares 2,814 Est. Cost $132.07 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.2%
Value ($000) $473 Shares 9,375 Est. Cost $51.19 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $464 Shares 5,973 Est. Cost $63.98 Unrealized
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $435 Shares 9,710 Est. Cost $43.22 Unrealized
MEDP MEDPACE HLDGS INC COM 0.2%
Value ($000) $433 Shares 1,990 Est. Cost $110.63 Unrealized +89.3%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $431 Shares 2,827 Est. Cost $135.66 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $430 Shares 4,282 Est. Cost $62.98 Unrealized +47.5%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $423 Shares 2,672 Est. Cost $113.61 Unrealized +30.1%
KO COCA COLA CO COM 0.2%
Value ($000) $418 Shares 7,066 Est. Cost $44.51 Unrealized +10.5%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $413 Shares 3,202 Est. Cost $114.79 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value ($000) $410 Shares 5,934 Est. Cost $37.79 Unrealized +71.6%
IXG ISHARES GLOBAL FINANCIALS ETF 0.2%
Value ($000) $397 Shares 4,953 Est. Cost $78.43 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $391 Shares 4,775 Est. Cost $63.35 Unrealized +21.5%
F FORD MTR CO DEL COM 0.2%
Value ($000) $386 Shares 18,596 Est. Cost $6.26 Unrealized +123.5%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $381 Shares 1,380 Est. Cost $151.66 Unrealized +60.8%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $374 Shares 129 Est. Cost $67.68 Unrealized +111.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $374 Shares 4,846 Est. Cost $77.11 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $371 Shares 738 Est. Cost $238.28 Unrealized +77.2%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.2%
Value ($000) $369 Shares 11,963 Est. Cost $35.14 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $364 Shares 12,105 Est. Cost $28.58 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $362 Shares 4,153 Est. Cost $67.53 Unrealized +31.7%
RTX RTX CORPORATION COM 0.2%
Value ($000) $360 Shares 4,181 Est. Cost $68.11 Unrealized +16.5%
TSLA TESLA INC COM 0.2%
Value ($000) $350 Shares 331 Est. Cost $134.91 Unrealized +148.6%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $347 Shares 6,675 Est. Cost $42.44 Unrealized -4.8%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $343 Shares 6,502 Est. Cost $49.41 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $329 Shares 7,682 Est. Cost $51.27 Unrealized -14.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $327 Shares 2,412 Est. Cost $68.31 Unrealized +48.9%
PNQI INVESCO NASDAQ INTERNET ETF 0.2%
Value ($000) $326 Shares 1,511 Est. Cost $146.05 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $318 Shares 3,925 Est. Cost $80.41 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $312 Shares 7,517 Est. Cost $33.23 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $309 Shares 5,734 Est. Cost $54.56 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $300 Shares 2,261 Est. Cost $134.10 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $295 Shares 800 Est. Cost $233.39 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $291 Shares 2,596 Est. Cost $93.71 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.1%
Value ($000) $291 Shares 5,519 Est. Cost $47.71 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value ($000) $274 Shares 7,042 Est. Cost $37.78 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.1%
Value ($000) $270 Shares 5,821 Est. Cost $45.82 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $266 Shares 3,910 Est. Cost $43.87 Unrealized +29.1%
EDEN ISHARES MSCI DENMARK ETF 0.1%
Value ($000) $264 Shares 2,371 Est. Cost $108.16 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $262 Shares 684 Est. Cost $263.76 Unrealized +35.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $261 Shares 2,243 Est. Cost $114.90 Unrealized +0.9%
EWN ISHARES MSCI NETHERLANDS ETF 0.1%
Value ($000) $258 Shares 5,141 Est. Cost $48.92 Unrealized
EIRL ISHARES MSCI IRELAND ETF 0.1%
Value ($000) $252 Shares 4,418 Est. Cost $58.66 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $246 Shares 1,747 Est. Cost $77.40 Unrealized +53.3%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $246 Shares 2,633 Est. Cost $68.84 Unrealized +12.4%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $225 Shares 7,373 Est. Cost $26.90 Unrealized +0.3%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.1%
Value ($000) $211 Shares 481 Est. Cost $242.15 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $211 Shares 837 Est. Cost $150.45 Unrealized +42.9%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $207 Shares 1,242 Est. Cost $97.68 Unrealized +54.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $202 Shares 1,513 Est. Cost $99.53 Unrealized +7.0%
TREX TREX CO INC COM 0.1%
Value ($000) $199 Shares 1,476 Est. Cost $120.04 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $198 Shares 2,572 Est. Cost $95.90 Unrealized -16.8%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $197 Shares 547 Est. Cost $274.30 Unrealized +23.1%
AA ALCOA CORP COM 0.1%
Value ($000) $194 Shares 3,252 Est. Cost $38.68 Unrealized +23.9%
T AT&T INC COM 0.1%
Value ($000) $190 Shares 7,738 Est. Cost $18.84 Unrealized -22.2%
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.1%
Value ($000) $190 Shares 6,521 Est. Cost $16.83 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $182 Shares 1,207 Est. Cost $75.57 Unrealized +70.9%
SCI SERVICE CORP INTL COM 0.1%
Value ($000) $177 Shares 2,493 Est. Cost $66.44 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $176 Shares 1,865 Est. Cost $116.30 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.1%
Value ($000) $170 Shares 9,441 Est. Cost $20.34 Unrealized -5.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $166 Shares 1,014 Est. Cost $110.04 Unrealized +47.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $165 Shares 2,652 Est. Cost $50.33 Unrealized -2.2%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $160 Shares 1,494 Est. Cost $72.69 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $160 Shares 1,570 Est. Cost $61.60 Unrealized +52.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $158 Shares 723 Est. Cost $216.41 Unrealized -4.9%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $157 Shares 1,065 Est. Cost $138.90 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.1%
Value ($000) $155 Shares 1,365 Est. Cost $115.43 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $153 Shares 681 Est. Cost $190.41 Unrealized -2.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $153 Shares 734 Est. Cost $144.21 Unrealized +28.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $153 Shares 686 Est. Cost $203.42 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $153 Shares 1,409 Est. Cost $74.07 Unrealized +20.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $151 Shares 624 Est. Cost $187.99 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $147 Shares 1,389 Est. Cost $105.32 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $145 Shares 2,860 Est. Cost $48.29 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $145 Shares 2,924 Est. Cost $48.99 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $143 Shares 1,229 Est. Cost $116.28 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $143 Shares 3,651 Est. Cost $37.84 Unrealized +2.9%
FLTW FRANKLIN FTSE TAIWAN ETF FRANKLIN FTSE TAIWAN FUND 0.1%
Value ($000) $141 Shares 3,025 Est. Cost $46.51 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $139 Shares 853 Est. Cost $115.72 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $137 Shares 830 Est. Cost $116.58 Unrealized +30.1%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.1%
Value ($000) $133 Shares 4,343 Est. Cost $28.77 Unrealized
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $132 Shares 2,890 Est. Cost $45.84 Unrealized
PLUG PLUG POWER INC COM NEW 0.1%
Value ($000) $131 Shares 4,626 Est. Cost $25.98 Unrealized +33.2%
QS QUANTUMSCAPE CORP COM CL A 0.1%
Value ($000) $130 Shares 5,859 Est. Cost $28.19 Unrealized -2.8%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $127 Shares 1,879 Est. Cost $42.92 Unrealized +28.7%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.1%
Value ($000) $126 Shares 2,317 Est. Cost $55.12 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $125 Shares 800 Est. Cost $137.75 Unrealized +4.5%
LAM RESEARCH CORP COM 0.1%
Value ($000) $124 Shares 173 Est. Cost $297.60 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $124 Shares 1,627 Est. Cost $54.80 Unrealized +19.1%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $122 Shares 1,344 Est. Cost $97.78 Unrealized -10.4%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $121 Shares 889 Est. Cost $131.26 Unrealized +0.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $120 Shares 1,813 Est. Cost $45.89 Unrealized +20.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $119 Shares 2,358 Est. Cost $39.56 Unrealized +16.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $118 Shares 1,013 Est. Cost $89.11 Unrealized +14.7%
BX BLACKSTONE INC COM 0.1%
Value ($000) $118 Shares 915 Est. Cost $116.12 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $118 Shares 396 Est. Cost $166.15 Unrealized +53.6%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $117 Shares 683 Est. Cost $142.90 Unrealized
TRMB TRIMBLE INC COM 0.1%
Value ($000) $115 Shares 1,324 Est. Cost $82.48 Unrealized +4.1%
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $113 Shares 620 Est. Cost $159.05 Unrealized +31.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $113 Shares 854 Est. Cost $71.88 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $110 Shares 185 Est. Cost $233.98 Unrealized +142.7%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $108 Shares 423 Est. Cost $178.18 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.1%
Value ($000) $107 Shares 1,800 Est. Cost $87.40 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $106 Shares 868 Est. Cost $113.81 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $106 Shares 452 Est. Cost $167.94 Unrealized +39.8%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $106 Shares 5,245 Est. Cost $34.16 Unrealized -37.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $105 Shares 490 Est. Cost $84.69 Unrealized +99.0%
DHI D R HORTON INC COM 0.1%
Value ($000) $104 Shares 963 Est. Cost $50.08 Unrealized +84.3%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $104 Shares 462 Est. Cost $170.83 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $103 Shares 2,779 Est. Cost $34.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $103 Shares 343 Est. Cost $258.26 Unrealized +10.9%
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $102 Shares 8,141 Est. Cost $17.05 Unrealized -11.3%
NKE NIKE INC CL B 0.0%
Value ($000) $102 Shares 612 Est. Cost $153.94 Unrealized +0.4%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $102 Shares 1,400 Est. Cost $58.00 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $101 Shares 505 Est. Cost $94.52 Unrealized +84.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $100 Shares 411 Est. Cost $209.29 Unrealized +0.6%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $99 Shares 691 Est. Cost $108.78 Unrealized +6.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $97 Shares 2,021 Est. Cost $36.07 Unrealized +23.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $96 Shares 648 Est. Cost $147.91 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $95 Shares 168 Est. Cost $470.06 Unrealized +3.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $95 Shares 326 Est. Cost $218.51 Unrealized +9.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $95 Shares 461 Est. Cost $167.21 Unrealized +11.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $94 Shares 606 Est. Cost $85.25 Unrealized +66.6%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $93 Shares 404 Est. Cost $108.68 Unrealized +64.0%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $92 Shares 3,369 Est. Cost $19.01 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $92 Shares 532 Est. Cost $89.33 Unrealized +65.1%
ISHARES MSCI RUSSIA ETF 0.0%
Value ($000) $89 Shares 2,081 Est. Cost $42.84 Unrealized
NUVVE HOLDING CORP COM NEW 0.0%
Value ($000) $88 Shares 6,640 Est. Cost $12.83 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $87 Shares 924 Est. Cost $48.86 Unrealized +26.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $87 Shares 1,278 Est. Cost $68.24 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $85 Shares 416 Est. Cost $122.84 Unrealized +47.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $85 Shares 369 Est. Cost $194.29 Unrealized +1.5%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $85 Shares 2,244 Est. Cost $29.41 Unrealized +26.9%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $84 Shares 308 Est. Cost $180.28 Unrealized +32.9%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $83 Shares 718 Est. Cost $90.70 Unrealized +25.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $83 Shares 124 Est. Cost $306.34 Unrealized +101.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $82 Shares 346 Est. Cost $172.23 Unrealized +19.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $81 Shares 700 Est. Cost $84.82 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $80 Shares 1,600 Est. Cost $50.16 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $79 Shares 910 Est. Cost $51.27 Unrealized +40.6%
FNWD FINWARD BANCORP COM 0.0%
Value ($000) $79 Shares 1,707 Est. Cost $37.91 Unrealized +8.4%
CERNER CORP COM 0.0%
Value ($000) $79 Shares 848 Est. Cost $73.28 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $78 Shares 138 Est. Cost $358.90 Unrealized +74.2%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $77 Shares 1,500 Est. Cost $38.45 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $75 Shares 865 Est. Cost $84.39 Unrealized +21.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $74 Shares 1,496 Est. Cost $31.56 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $73 Shares 1,530 Est. Cost $31.37 Unrealized +4.5%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $72 Shares 615 Est. Cost $109.11 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $72 Shares 987 Est. Cost $86.88 Unrealized -25.5%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $70 Shares 1,128 Est. Cost $62.43 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $68 Shares 1,012 Est. Cost $57.02 Unrealized +0.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $68 Shares 361 Est. Cost $219.31 Unrealized -1.6%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $67 Shares 3,503 Est. Cost $19.22 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $67 Shares 222 Est. Cost $195.70 Unrealized +48.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $67 Shares 677 Est. Cost $75.59 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $66 Shares 845 Est. Cost $69.71 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $66 Shares 845 Est. Cost $78.01 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $64 Shares 346 Est. Cost $84.38 Unrealized +106.6%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $64 Shares 766 Est. Cost $38.75 Unrealized +97.4%
GMF SPDR S&P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $64 Shares 530 Est. Cost $121.52 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $64 Shares 819 Est. Cost $68.51 Unrealized +0.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $64 Shares 106 Est. Cost $36.24 Unrealized +76.3%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $64 Shares 756 Est. Cost $121.20 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $63 Shares 168 Est. Cost $220.88 Unrealized +58.4%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $62 Shares 1,770 Est. Cost $15.05 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $61 Shares 2,648 Est. Cost $14.85 Unrealized +26.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $61 Shares 533 Est. Cost $114.10 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $58 Shares 230 Est. Cost $77.97 Unrealized +275.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $57 Shares 981 Est. Cost $35.33 Unrealized +44.5%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 1,275 Est. Cost $46.99 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $56 Shares 600 Est. Cost $81.94 Unrealized 0.0%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $56 Shares 509 Est. Cost $109.96 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $54 Shares 1,375 Est. Cost $39.43 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $54 Shares 460 Est. Cost $92.71 Unrealized +18.6%
SHELL PLC SPON ADR B 0.0%
Value ($000) $54 Shares 1,235 Est. Cost $52.99 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $53 Shares 201 Est. Cost $211.84 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $52 Shares 200 Est. Cost $219.91 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $50 Shares 1,141 Est. Cost $26.21 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $50 Shares 163 Est. Cost $263.36 Unrealized +0.1%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $49 Shares 570 Est. Cost $47.34 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $48 Shares 229 Est. Cost $126.78 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $48 Shares 2,175 Est. Cost $22.10 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $47 Shares 337 Est. Cost $140.11 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $46 Shares 2,528 Est. Cost $21.61 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $45 Shares 840 Est. Cost $55.05 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $45 Shares 600 Est. Cost $74.64 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $45 Shares 900 Est. Cost $49.46 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $44 Shares 1,435 Est. Cost $30.64 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $44 Shares 250 Est. Cost $124.55 Unrealized +16.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $42 Shares 402 Est. Cost $121.06 Unrealized
FLKR FRANKLIN FTSE SOUTH KOREA ETF 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $27.73 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $41 Shares 295 Est. Cost $97.94 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $41 Shares 805 Est. Cost $44.06 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $40 Shares 425 Est. Cost $64.32 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $40 Shares 284 Est. Cost $84.80 Unrealized +39.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $39 Shares 235 Est. Cost $136.73 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $39 Shares 291 Est. Cost $83.31 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $39 Shares 916 Est. Cost $43.33 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $39 Shares 361 Est. Cost $108.91 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $38 Shares 1,199 Est. Cost $31.50 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $37 Shares 275 Est. Cost $91.47 Unrealized +29.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $37 Shares 25 Est. Cost $1490.52 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $24.07 Unrealized -8.3%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $36 Shares 557 Est. Cost $51.97 Unrealized +4.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $36 Shares 436 Est. Cost $66.35 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $72.47 Unrealized +0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $35 Shares 563 Est. Cost $33.17 Unrealized +50.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $35 Shares 255 Est. Cost $125.37 Unrealized 0.0%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $35 Shares 680 Est. Cost $51.27 Unrealized
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value ($000) $35 Shares 750 Est. Cost $49.30 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $34 Shares 190 Est. Cost $137.07 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $34 Shares 37 Est. Cost $899.85 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $34 Shares 164 Est. Cost $125.42 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $33 Shares 350 Est. Cost $64.67 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $33 Shares 1,114 Est. Cost $26.90 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $32 Shares 444 Est. Cost $44.77 Unrealized +39.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $32 Shares 144 Est. Cost $203.14 Unrealized -4.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $31 Shares 300 Est. Cost $71.81 Unrealized +20.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $31 Shares 338 Est. Cost $91.33 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $30 Shares 46 Est. Cost $517.14 Unrealized +31.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $30 Shares 319 Est. Cost $63.06 Unrealized +37.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $29 Shares 510 Est. Cost $43.51 Unrealized +12.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $29 Shares 308 Est. Cost $64.52 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $28 Shares 44 Est. Cost $410.21 Unrealized +49.1%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $28 Shares 161 Est. Cost $133.20 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $28 Shares 770 Est. Cost $22.63 Unrealized +30.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 41 Est. Cost $26.32 Unrealized +96.7%
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $26 Shares 100 Est. Cost $72.71 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $25 Shares 287 Est. Cost $73.61 Unrealized -0.6%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $25 Shares 465 Est. Cost $52.69 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $24 Shares 150 Est. Cost $233.92 Unrealized -7.4%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $24 Shares 499 Est. Cost $42.44 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $24 Shares 61 Est. Cost $314.36 Unrealized +10.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 884 Est. Cost $37.74 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $23 Shares 168 Est. Cost $122.45 Unrealized +2.9%
DEW WISDOMTREE GLOBAL HIGH DIVIDEND FUND 0.0%
Value ($000) $23 Shares 468 Est. Cost $50.03 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $63.78 Unrealized +64.9%
EIX EDISON INTL COM 0.0%
Value ($000) $23 Shares 336 Est. Cost $52.88 Unrealized -0.5%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $23 Shares 109 Est. Cost $129.42 Unrealized +15.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $22 Shares 155 Est. Cost $86.49 Unrealized +65.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $22 Shares 54 Est. Cost $323.27 Unrealized +6.2%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $22 Shares 489 Est. Cost $45.63 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $22 Shares 460 Est. Cost $47.92 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 114 Est. Cost $150.94 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $22 Shares 1,423 Est. Cost $20.28 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $22 Shares 667 Est. Cost $33.20 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 69 Est. Cost $85.51 Unrealized +269.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $19 Shares 345 Est. Cost $55.06 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $19 Shares 41 Est. Cost $257.25 Unrealized +54.4%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $37.77 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $19 Shares 131 Est. Cost $37.67 Unrealized +256.8%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $19 Shares 475 Est. Cost $35.38 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $19 Shares 50 Est. Cost $275.62 Unrealized 0.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $132.37 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $18 Shares 59 Est. Cost $155.15 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.25 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $17 Shares 314 Est. Cost $55.58 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $17 Shares 237 Est. Cost $53.15 Unrealized +10.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $17 Shares 195 Est. Cost $77.74 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $17 Shares 260 Est. Cost $55.24 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $16 Shares 65 Est. Cost $206.31 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 229 Est. Cost $71.58 Unrealized
XJEQX ABRDN JAPAN EQUITY FUND INC COM 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.13 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $16 Shares 550 Est. Cost $28.81 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $16 Shares 1,470 Est. Cost $6.60 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $16 Shares 406 Est. Cost $29.45 Unrealized +26.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $16 Shares 288 Est. Cost $55.19 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $16 Shares 201 Est. Cost $81.49 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $16 Shares 65 Est. Cost $205.40 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $15 Shares 80 Est. Cost $109.57 Unrealized +46.4%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $15 Shares 118 Est. Cost $68.03 Unrealized
ASAN ASANA INC CL A 0.0%
Value ($000) $15 Shares 200 Est. Cost $28.13 Unrealized +276.5%
RITE AID CORP COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.47 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $14 Shares 60 Est. Cost $32.56 Unrealized +25.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $14 Shares 40 Est. Cost $381.92 Unrealized +8.6%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.34 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $14 Shares 39 Est. Cost $299.44 Unrealized +2.9%
TER TERADYNE INC COM 0.0%
Value ($000) $14 Shares 83 Est. Cost $61.85 Unrealized +123.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $14 Shares 230 Est. Cost $22.79 Unrealized +117.8%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 170 Est. Cost $78.20 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $13 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
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 124 Est. Cost $89.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $12 Shares 72 Est. Cost $125.49 Unrealized
PXH INVESCO FTSE RAFI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 564 Est. Cost $21.16 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.17 Unrealized +13.5%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value ($000) $12 Shares 322 Est. Cost $31.78 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $12 Shares 241 Est. Cost $49.43 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $12 Shares 180 Est. Cost $105.09 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 876 Est. Cost $13.33 Unrealized -16.6%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 285 Est. Cost $40.05 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 118 Est. Cost $95.33 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $11 Shares 274 Est. Cost $37.65 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $11 Shares 210 Est. Cost $58.96 Unrealized
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $11 Shares 90 Est. Cost $110.42 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $11 Shares 35 Est. Cost $246.89 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 86 Est. Cost $79.71 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $11 Shares 288 Est. Cost $24.67 Unrealized +28.1%
NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 0.0%
Value ($000) $11 Shares 422 Est. Cost $24.71 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $11 Shares 14 Est. Cost $384.24 Unrealized +94.8%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $10 Shares 338 Est. Cost $28.61 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $10 Shares 22 Est. Cost $143.32 Unrealized +197.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.61 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $10 Shares 97 Est. Cost $98.98 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $171.58 Unrealized 0.0%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 81 Est. Cost $58.10 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $10 Shares 319 Est. Cost $25.28 Unrealized +2.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $160.72 Unrealized +2.5%
NIO NIO INC SPON ADS 0.0%
Value ($000) $10 Shares 300 Est. Cost $39.66 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $9 Shares 561 Est. Cost $16.71 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $152.39 Unrealized +228.2%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $9 Shares 115 Est. Cost $71.78 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.40 Unrealized +71.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $9 Shares 414 Est. Cost $28.16 Unrealized
AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $9 Shares 852 Est. Cost $9.16 Unrealized
CATALENT INC COM 0.0%
Value ($000) $9 Shares 69 Est. Cost $56.30 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 99 Est. Cost $87.51 Unrealized +1.4%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $9 Shares 415 Est. Cost $13.96 Unrealized 0.0%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $9 Shares 124 Est. Cost $35.23 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $48.79 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $8 Shares 44 Est. Cost $139.42 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $8 Shares 16 Est. Cost $419.94 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $123.07 Unrealized +14.5%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 118 Est. Cost $66.89 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $8 Shares 330 Est. Cost $24.30 Unrealized
QLYS QUALYS INC COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $82.92 Unrealized +54.1%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 184 Est. Cost $23.11 Unrealized +38.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 145 Est. Cost $51.81 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $85.11 Unrealized +84.2%
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $62.68 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $51.09 Unrealized +135.6%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $7 Shares 70 Est. Cost $102.03 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $7 Shares 345 Est. Cost $11.76 Unrealized 0.0%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $58.72 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 39 Est. Cost $108.19 Unrealized +17.7%
STE STERIS PLC SHS USD 0.0%
Value ($000) $7 Shares 28 Est. Cost $141.56 Unrealized +55.6%
OMCL OMNICELL COM COM 0.0%
Value ($000) $7 Shares 37 Est. Cost $76.72 Unrealized +126.1%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $7 Shares 127 Est. Cost $35.93 Unrealized
GHI GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF 0.0%
Value ($000) $7 Shares 1,026 Est. Cost $7.70 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $84.92 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $293.04 Unrealized +12.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 108 Est. Cost $61.80 Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $209.01 Unrealized +34.5%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $448.81 Unrealized +3.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $52.04 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $178.50 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $154.64 Unrealized +9.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.32 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 44 Est. Cost $58.39 Unrealized +130.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $154.88 Unrealized +79.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 321 Est. Cost $21.59 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 53 Est. Cost $107.81 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $6 Shares 255 Est. Cost $12.66 Unrealized +74.1%
VSHY VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF 0.0%
Value ($000) $6 Shares 231 Est. Cost $23.95 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $6 Shares 29 Est. Cost $151.83 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $37.82 Unrealized +128.7%
ADVISORSHARES NEWFLEET MULT-SECT INC ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $48.45 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $125.97 Unrealized +0.2%
KR KROGER CO COM 0.0%
Value ($000) $5 Shares 116 Est. Cost $37.18 Unrealized +3.5%
HELE HELEN OF TROY LTD COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.40 Unrealized +47.8%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $163.55 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $175.89 Unrealized +68.4%
RILY B. RILEY FINANCIAL INC COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $73.17 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 388 Est. Cost $9.93 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $48.85 Unrealized +91.3%
HCI HCI GROUP INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $116.71 Unrealized 0.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $48.62 Unrealized +61.4%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $5 Shares 589 Est. Cost $13.93 Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $5 Shares 115 Est. Cost $49.50 Unrealized -21.5%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $97.25 Unrealized +60.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $286.73 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $20.10 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 2 Est. Cost $1158.08 Unrealized +60.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.53 Unrealized -2.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $17.13 Unrealized +197.4%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.48 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $23.96 Unrealized +68.6%
INTU INTUIT COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $340.30 Unrealized +76.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $78.85 Unrealized
RS RELIANCE INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $113.17 Unrealized +36.6%
IT GARTNER INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $152.69 Unrealized +110.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $90.94 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $41.82 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $49.83 Unrealized +65.8%
ICUI ICU MED INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $172.09 Unrealized +35.7%
IEX IDEX CORP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $150.29 Unrealized +43.5%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $127.00 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.63 Unrealized -5.7%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $4 Shares 37 Est. Cost $60.42 Unrealized +38.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 10 Est. Cost $228.49 Unrealized +34.0%
SMTC SEMTECH CORP COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $50.09 Unrealized +70.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.53 Unrealized +10.6%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 19 Est. Cost $102.96 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $54.29 Unrealized +33.7%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $150.05 Unrealized -7.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 9 Est. Cost $292.33 Unrealized +17.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $47.48 Unrealized +65.2%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.47 Unrealized +64.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.04 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $79.40 Unrealized
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 +50.1%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $54.15 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.85 Unrealized +26.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $148.05 Unrealized +48.5%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $44.42 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $63.33 Unrealized -3.8%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $159.01 Unrealized +18.5%
FDRV FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.47 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $113.87 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $70.69 Unrealized +97.5%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $25.28 Unrealized +59.3%
TTC TORO CO COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $76.58 Unrealized +30.0%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.42 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $47.49 Unrealized
AOS SMITH A O CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $43.33 Unrealized +63.3%
ATR APTARGROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.01 Unrealized +12.0%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $59.53 Unrealized +13.6%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $144.87 Unrealized +47.8%
EQIX EQUINIX INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $674.73 Unrealized +9.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $82.36 Unrealized -7.4%
SHOO MADDEN STEVEN LTD COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $35.90 Unrealized +16.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized +22.8%
THRM GENTHERM INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $42.60 Unrealized +97.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.43 Unrealized +28.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $331.87 Unrealized -0.4%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $41.64 Unrealized +60.7%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 33 Est. Cost $59.41 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $135.61 Unrealized +13.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.14 Unrealized +12.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $227.64 Unrealized +36.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.14 Unrealized -20.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $371.45 Unrealized +21.8%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $35.41 Unrealized +25.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $38.64 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 78 Est. Cost $26.01 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $161.78 Unrealized -31.3%
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.58 Unrealized
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.74 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $158.45 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +2.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $26.23 Unrealized +34.2%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $21.43 Unrealized +17.9%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $32.91 Unrealized +70.6%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1096.55 Unrealized +37.9%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.01 Unrealized +53.0%
EGBN EAGLE BANCORP INC MD COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.63 Unrealized +34.3%
ATNM ACTINIUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 266 Est. Cost $11.03 Unrealized -32.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $231.36 Unrealized +26.5%
CSX CSX CORP COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $29.58 Unrealized +12.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $267.92 Unrealized +39.0%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $2 Shares 52 Est. Cost $27.77 Unrealized +3.4%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 27 Est. Cost $31.24 Unrealized +65.9%
NUVASIVE INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $77.34 Unrealized
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
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $30.19 Unrealized +43.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.87 Unrealized +49.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $23.71 Unrealized +23.2%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $214.57 Unrealized +17.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $196.00 Unrealized +37.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized +26.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.47 Unrealized +67.6%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $139.80 Unrealized +68.8%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $106.93 Unrealized +41.6%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $457.04 Unrealized +13.9%
MSCI MSCI INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $372.43 Unrealized +61.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.45 Unrealized +22.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.82 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.69 Unrealized +41.4%
APTIV PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.29 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 18 Est. Cost $54.74 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $168.50 Unrealized +54.0%
WOLFSPEED INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $111.80 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.36 Unrealized +25.5%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.55 Unrealized +66.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $27.70 Unrealized +73.6%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.60 Unrealized +43.5%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.41 Unrealized +19.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 69 Est. Cost $9.01 Unrealized +44.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.58 Unrealized +4.1%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $48.35 Unrealized +0.8%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.55 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.66 Unrealized +39.4%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $396.56 Unrealized +7.1%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $125.41 Unrealized +4.8%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.15 Unrealized +7.5%
MAS MASCO CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.31 Unrealized +18.9%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $19.97 Unrealized +111.1%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 59 Est. Cost $19.00 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +22.2%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.69 Unrealized +6.4%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.27 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.78 Unrealized +33.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.51 Unrealized +18.9%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +60.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $69.65 Unrealized +38.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.72 Unrealized -35.3%
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 +38.1%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $364.00 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.25 Unrealized +23.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $312.48 Unrealized -4.3%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.43 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $42.36 Unrealized +73.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.95 Unrealized +40.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $130.07 Unrealized +36.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.79 Unrealized -8.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $96.63 Unrealized +39.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $318.77 Unrealized +18.9%
SKM SK TELECOM LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 28 Est. Cost $23.13 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $161.42 Unrealized +33.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $97.11 Unrealized +70.0%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +119.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.47 Unrealized +9.1%
HESS CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $52.78 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.91 Unrealized -8.6%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.28 Unrealized +4.1%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.73 Unrealized +12.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.52 Unrealized +1.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.73 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $86.62 Unrealized +28.1%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $178.40 Unrealized -25.7%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $40.45 Unrealized +14.7%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $36.21 Unrealized -10.7%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $52.89 Unrealized +41.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $202.87 Unrealized +13.0%
DISCOVERY INC COM SER C 0.0%
Value ($000) $1 Shares 22 Est. Cost $26.18 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.32 Unrealized +11.5%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.01 Unrealized +49.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $259.08 Unrealized -0.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $59.63 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $256.74 Unrealized -7.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.87 Unrealized +23.4%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.63 Unrealized -17.7%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.41 Unrealized +45.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.51 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $15.58 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $148.17 Unrealized -42.3%
DISH NETWORK CORPORATION CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.36 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.52 Unrealized -8.9%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $133.42 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $140.50 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized +0.2%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 17 Est. Cost $16.11 Unrealized
LXU LSB INDS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.90 Unrealized +93.3%
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 -5.1%
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 +98.7%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.85 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.38 Unrealized +127.7%
VERTEX ENERGY INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized