TUCKER ASSET MANAGEMENT LLC Diversified Active

CIK: 0001870012 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $221,337 (99.9% shares, 0.1% debt)

Holdings (346)

RSP INVESCO EXCHANGE TRADED FD T 41.6%
Value ($000) $92,153 Shares 611,381 Est. Cost $128.77 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 24.9%
Value ($000) $55,185 Shares 1,028,939 Est. Cost $54.39 Unrealized
SPY SPDR S&P 500 ETF TR 23.9%
Value ($000) $52,852 Shares 123,468 Est. Cost $389.02 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $7,543 Shares 21,283 Est. Cost $333.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $822 Shares 9,637 Est. Cost $58.51 Unrealized +29.4%
AAPL APPLE INC 0.3%
Value ($000) $771 Shares 5,628 Est. Cost $119.88 Unrealized +5.5%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $601 Shares 751 Est. Cost $15.99 Unrealized +0.0%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $448 Shares 9,221 Est. Cost $33.81 Unrealized +24.1%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $389 Shares 2,852 Est. Cost $110.17 Unrealized +26.2%
NUE NUCOR CORP 0.2%
Value ($000) $379 Shares 3,956 Est. Cost $56.73 Unrealized +53.3%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $377 Shares 4,610 Est. Cost $60.07 Unrealized +19.4%
ESGU ISHARES TR 0.2%
Value ($000) $363 Shares 3,690 Est. Cost $86.03 Unrealized
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $354 Shares 5,945 Est. Cost $38.92 Unrealized +39.9%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $295 Shares 10,027 Est. Cost $26.75 Unrealized +12.6%
BA BOEING CO 0.1%
Value ($000) $285 Shares 1,189 Est. Cost $192.22 Unrealized +25.8%
OZK BANK OZK 0.1%
Value ($000) $284 Shares 6,742 Est. Cost $35.29 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $275 Shares 11,051 Est. Cost $26.68 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $275 Shares 10,394 Est. Cost $26.42 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $167 Shares 525 Est. Cost $267.50 Unrealized +6.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $161 Shares 2,547 Est. Cost $40.37 Unrealized +23.9%
TQQQ PROSHARES TR 0.1%
Value ($000) $154 Shares 1,260 Est. Cost $136.53 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $153 Shares 2,997 Est. Cost $51.21 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $150 Shares 2,731 Est. Cost $55.17 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $149 Shares 850 Est. Cost $140.23 Unrealized +25.3%
SPIB SPDR SER TR 0.1%
Value ($000) $149 Shares 4,063 Est. Cost $37.18 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $135 Shares 497 Est. Cost $206.04 Unrealized +18.8%
SPYM SPDR SER TR 0.1%
Value ($000) $123 Shares 2,440 Est. Cost $43.96 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $123 Shares 2,662 Est. Cost $45.44 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $120 Shares 49 Est. Cost $92.05 Unrealized +25.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $119 Shares 572 Est. Cost $137.32 Unrealized +19.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $108 Shares 2,389 Est. Cost $25.07 Unrealized +59.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $102 Shares 442 Est. Cost $197.54 Unrealized +6.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $100 Shares 29 Est. Cost $159.50 Unrealized +4.2%
GOVT ISHARES TR 0.0%
Value ($000) $98 Shares 3,672 Est. Cost $27.24 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $93 Shares 885 Est. Cost $65.02 Unrealized +33.9%
ABT ABBOTT LABS 0.0%
Value ($000) $90 Shares 776 Est. Cost $103.09 Unrealized +4.1%
SPLB SPDR SER TR 0.0%
Value ($000) $84 Shares 2,645 Est. Cost $33.10 Unrealized
V VISA INC 0.0%
Value ($000) $79 Shares 337 Est. Cost $199.67 Unrealized +10.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $79 Shares 358 Est. Cost $172.39 Unrealized +11.5%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $77 Shares 574 Est. Cost $119.99 Unrealized +0.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $75 Shares 1,317 Est. Cost $44.09 Unrealized +11.3%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $74 Shares 1,867 Est. Cost $36.16 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $74 Shares 341 Est. Cost $170.45 Unrealized +14.8%
EFG ISHARES TR 0.0%
Value ($000) $73 Shares 685 Est. Cost $100.91 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $73 Shares 767 Est. Cost $97.14 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $71 Shares 1,695 Est. Cost $39.67 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $53.87 Unrealized +16.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $70 Shares 908 Est. Cost $27.32 Unrealized +12.0%
IEF ISHARES TR 0.0%
Value ($000) $68 Shares 591 Est. Cost $119.95 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $68 Shares 1,996 Est. Cost $22.64 Unrealized +28.1%
VLUE ISHARES TR 0.0%
Value ($000) $66 Shares 628 Est. Cost $86.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $62 Shares 223 Est. Cost $220.20 Unrealized +26.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $60 Shares 1,456 Est. Cost $26.00 Unrealized +40.6%
LQD ISHARES TR 0.0%
Value ($000) $59 Shares 440 Est. Cost $132.39 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $56 Shares 820 Est. Cost $51.58 Unrealized +8.3%
MRNA MODERNA INC 0.0%
Value ($000) $56 Shares 240 Est. Cost $113.15 Unrealized +57.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $56 Shares 341 Est. Cost $133.87 Unrealized +8.3%
PEP PEPSICO INC 0.0%
Value ($000) $56 Shares 378 Est. Cost $121.10 Unrealized +4.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $55 Shares 900 Est. Cost $35.05 Unrealized +34.6%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $54 Shares 1,111 Est. Cost $48.44 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $54 Shares 855 Est. Cost $59.49 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $54 Shares 464 Est. Cost $115.40 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $53 Shares 279 Est. Cost $121.28 Unrealized +30.9%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $53 Shares 1,730 Est. Cost $28.31 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $53 Shares 340 Est. Cost $98.14 Unrealized +42.4%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $52 Shares 1,045 Est. Cost $50.17 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $52 Shares 304 Est. Cost $131.98 Unrealized +11.9%
DEO DIAGEO PLC 0.0%
Value ($000) $52 Shares 273 Est. Cost $165.20 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $52 Shares 621 Est. Cost $70.84 Unrealized
SOUTHEAST WIS PROFESSIONAL BAS REV BDS 0.0%
Value ($000) $51 Shares 55 Est. Cost $953.95 Unrealized
VIACOMCBS INC 0.0%
Value ($000) $51 Shares 1,138 Est. Cost $40.63 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $51 Shares 901 Est. Cost $37.29 Unrealized +28.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $51 Shares 174 Est. Cost $235.89 Unrealized +13.7%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $51 Shares 262 Est. Cost $129.62 Unrealized +15.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $50 Shares 357 Est. Cost $112.64 Unrealized +19.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $49 Shares 330 Est. Cost $57.86 Unrealized +19.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $49 Shares 497 Est. Cost $75.68 Unrealized +10.8%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $49 Shares 1,605 Est. Cost $28.49 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $49 Shares 1,253 Est. Cost $38.83 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $47 Shares 610 Est. Cost $55.51 Unrealized +32.6%
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $47 Shares 720 Est. Cost $58.49 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $46 Shares 188 Est. Cost $202.02 Unrealized +5.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $45 Shares 747 Est. Cost $60.01 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $44 Shares 405 Est. Cost $100.83 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $42 Shares 379 Est. Cost $108.83 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 1,858 Est. Cost $22.16 Unrealized
SBR SABINE RTY TR 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $28.22 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $74.38 Unrealized -6.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $39 Shares 67 Est. Cost $483.11 Unrealized +6.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $38 Shares 501 Est. Cost $70.25 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $36 Shares 84 Est. Cost $380.20 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $35 Shares 286 Est. Cost $112.47 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $35 Shares 296 Est. Cost $104.51 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $35 Shares 100 Est. Cost $318.58 Unrealized 0.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $34 Shares 717 Est. Cost $40.08 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $33 Shares 849 Est. Cost $28.63 Unrealized +8.2%
BARCLAYS BANK PLC NOTE M/W CLBL VAR 0.0%
Value ($000) $33 Shares 38 Est. Cost $882.00 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 599 Est. Cost $43.91 Unrealized +7.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $32 Shares 660 Est. Cost $47.99 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $30 Shares 582 Est. Cost $55.46 Unrealized 0.0%
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $30 Shares 611 Est. Cost $46.80 Unrealized
SIZE ISHARES TR 0.0%
Value ($000) $30 Shares 230 Est. Cost $111.17 Unrealized
ASAN ASANA INC 0.0%
Value ($000) $30 Shares 477 Est. Cost $38.58 Unrealized 0.0%
SSO PROSHARES TR 0.0%
Value ($000) $29 Shares 244 Est. Cost $91.70 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $29 Shares 154 Est. Cost $150.05 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 1,031 Est. Cost $27.25 Unrealized
WMT WALMART INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $45.24 Unrealized -3.2%
IYE ISHARES TR 0.0%
Value ($000) $28 Shares 950 Est. Cost $20.24 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $26 Shares 383 Est. Cost $68.35 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $26 Shares 383 Est. Cost $49.38 Unrealized +13.4%
NCSM NCS MULTISTAGE HLDGS INC 0.0%
Value ($000) $25 Shares 855 Est. Cost $19.30 Unrealized +40.9%
EVRG EVERGY INC 0.0%
Value ($000) $25 Shares 408 Est. Cost $46.26 Unrealized +12.2%
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 68 Est. Cost $327.30 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $24 Shares 736 Est. Cost $29.59 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $23 Shares 95 Est. Cost $227.97 Unrealized -0.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $23 Shares 312 Est. Cost $56.99 Unrealized +18.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $23 Shares 184 Est. Cost $95.08 Unrealized +15.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $23 Shares 57 Est. Cost $369.03 Unrealized 0.0%
EPP ISHARES INC 0.0%
Value ($000) $23 Shares 439 Est. Cost $49.89 Unrealized
GEORGIA MUN ELEC AUTH PWR REV REV BDS M/W 0.0%
Value ($000) $22 Shares 20 Est. Cost $1101.75 Unrealized
UNILEVER PLC 0.0%
Value ($000) $22 Shares 382 Est. Cost $58.24 Unrealized
ARLINGTON TEX HIGHER ED FIN CO REV BDS CLBL 0.0%
Value ($000) $22 Shares 20 Est. Cost $1064.80 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 350 Est. Cost $62.70 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $22 Shares 295 Est. Cost $69.09 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $22 Shares 735 Est. Cost $45.47 Unrealized -28.9%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.29 Unrealized +17.3%
KANSAS ST DEV FIN AUTH TAXABLE BDS REV M/W 0.0%
Value ($000) $21 Shares 20 Est. Cost $1067.05 Unrealized
JEA FLA BULK PWR SUPPLY SYS RE REV BDS M/W 0.0%
Value ($000) $21 Shares 20 Est. Cost $1049.95 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $21 Shares 379 Est. Cost $56.21 Unrealized
BAYRY BAYER AG ADR SPONSORED 0.0%
Value ($000) $21 Shares 1,355 Est. Cost $14.84 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $21 Shares 91 Est. Cost $226.78 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 337 Est. Cost $53.77 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $20 Shares 50 Est. Cost $347.39 Unrealized +3.4%
CITIGROUP INC NOTE M/W CLBL 0.0%
Value ($000) $20 Shares 15 Est. Cost $1348.40 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $19 Shares 247 Est. Cost $64.85 Unrealized -1.1%
IWM ISHARES TR 0.0%
Value ($000) $18 Shares 78 Est. Cost $215.60 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 389 Est. Cost $41.60 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $17 Shares 220 Est. Cost $18.78 Unrealized +8.5%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 280 Est. Cost $50.30 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $16 Shares 588 Est. Cost $25.28 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $16 Shares 270 Est. Cost $49.52 Unrealized +8.6%
CMI CUMMINS INC 0.0%
Value ($000) $16 Shares 67 Est. Cost $198.26 Unrealized +15.2%
SPTL SPDR SER TR 0.0%
Value ($000) $16 Shares 382 Est. Cost $45.13 Unrealized
SAN MARCOS CALIF REDEV AGY SUC TAX ALLOC REF BDS 0.0%
Value ($000) $16 Shares 15 Est. Cost $1035.73 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $15 Shares 165 Est. Cost $86.30 Unrealized -6.3%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 131 Est. Cost $107.80 Unrealized
TRIBOROUGH BRDG & TUNL AUTH N REV BDS M/W 0.0%
Value ($000) $15 Shares 15 Est. Cost $1014.00 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 585 Est. Cost $25.94 Unrealized
RHODE ISLAND HSG & MTG FIN COR HOMEOWNERSHIP OPPORTUNITY REV 0.0%
Value ($000) $15 Shares 15 Est. Cost $1006.67 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $15 Shares 1,043 Est. Cost $12.97 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 496 Est. Cost $29.93 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 259 Est. Cost $51.62 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.71 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 245 Est. Cost $57.49 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $14 Shares 189 Est. Cost $62.09 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $14 Shares 258 Est. Cost $35.27 Unrealized +29.9%
TSLA TESLA INC 0.0%
Value ($000) $14 Shares 20 Est. Cost $170.65 Unrealized +27.2%
LOW LOWES COS INC 0.0%
Value ($000) $13 Shares 69 Est. Cost $155.68 Unrealized +15.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.65 Unrealized +5.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $56.32 Unrealized +45.2%
INTC INTEL CORP 0.0%
Value ($000) $12 Shares 220 Est. Cost $47.55 Unrealized +12.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 498 Est. Cost $20.97 Unrealized
MET METLIFE INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $37.01 Unrealized +48.8%
STT STATE STR CORP 0.0%
Value ($000) $11 Shares 137 Est. Cost $57.49 Unrealized +26.0%
MMM 3M CO 0.0%
Value ($000) $11 Shares 56 Est. Cost $117.52 Unrealized +19.5%
KOHLS CORPORATION NOTE M/W CLBL 0.0%
Value ($000) $11 Shares 10 Est. Cost $1085.20 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $11 Shares 96 Est. Cost $115.91 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 185 Est. Cost $49.47 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 52 Est. Cost $175.73 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 154 Est. Cost $60.24 Unrealized
NEW YORK N Y CITY HSG DEV CORP BDS REV 0.0%
Value ($000) $10 Shares 10 Est. Cost $1026.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $276.90 Unrealized +15.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.17 Unrealized +32.2%
CORPUS CHRISTI TEX UTIL SYS RE JR LIEN REV IMPT BDS CLBL 0.0%
Value ($000) $10 Shares 10 Est. Cost $1030.20 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 35 Est. Cost $253.34 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 379 Est. Cost $26.29 Unrealized -12.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $10 Shares 115 Est. Cost $68.51 Unrealized +25.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $10 Shares 117 Est. Cost $73.42 Unrealized +0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 110 Est. Cost $82.77 Unrealized -0.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $9 Shares 195 Est. Cost $26.69 Unrealized +27.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $9 Shares 224 Est. Cost $21.70 Unrealized +32.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $9 Shares 173 Est. Cost $47.21 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $9 Shares 106 Est. Cost $52.89 Unrealized +28.4%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $9 Shares 509 Est. Cost $16.12 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $9 Shares 330 Est. Cost $17.78 Unrealized +57.5%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $8 Shares 1,012 Est. Cost $7.87 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $8 Shares 547 Est. Cost $14.42 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $8 Shares 531 Est. Cost $14.87 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.24 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $8 Shares 523 Est. Cost $15.10 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $8 Shares 145 Est. Cost $29.09 Unrealized +97.7%
HYEM VANECK VECTORS ETF TR 0.0%
Value ($000) $8 Shares 334 Est. Cost $23.90 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $8 Shares 464 Est. Cost $12.73 Unrealized +34.4%
SNY SANOFI 0.0%
Value ($000) $8 Shares 145 Est. Cost $48.59 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 142 Est. Cost $53.34 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 154 Est. Cost $48.71 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 50 Est. Cost $93.41 Unrealized +21.4%
T AT&T INC 0.0%
Value ($000) $7 Shares 251 Est. Cost $15.38 Unrealized +10.5%
TSLX SIXTH STREET SPECIALTY LENDN 0.0%
Value ($000) $7 Shares 320 Est. Cost $19.02 Unrealized +16.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $7 Shares 53 Est. Cost $115.97 Unrealized -3.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $7 Shares 361 Est. Cost $9.58 Unrealized +30.5%
EMHY ISHARES INC 0.0%
Value ($000) $7 Shares 151 Est. Cost $46.35 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $7 Shares 168 Est. Cost $30.72 Unrealized +35.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 47 Est. Cost $121.37 Unrealized +9.8%
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $7 Shares 534 Est. Cost $5.40 Unrealized +40.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $63.42 Unrealized -1.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $7 Shares 168 Est. Cost $39.82 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $7 Shares 50 Est. Cost $116.21 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $7 Shares 62 Est. Cost $105.44 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $6 Shares 59 Est. Cost $105.34 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $6 Shares 71 Est. Cost $73.42 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $6 Shares 141 Est. Cost $38.82 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $6 Shares 44 Est. Cost $132.64 Unrealized
WAB WABTEC 0.0%
Value ($000) $6 Shares 70 Est. Cost $66.42 Unrealized +19.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 69 Est. Cost $55.22 Unrealized +27.6%
HCA INC NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 5 Est. Cost $1163.20 Unrealized
NATIONAL FUEL GAS CO NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 5 Est. Cost $1073.60 Unrealized
SEAGATE HDD CAYMAN NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 5 Est. Cost $1125.20 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $6 Shares 357 Est. Cost $8.17 Unrealized +18.1%
SUNOCO LOGISTICS PARTNERS OPER NOTE M/W CLBL 0.0%
Value ($000) $6 Shares 5 Est. Cost $1098.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $5 Shares 11 Est. Cost $491.00 Unrealized
ARES CAPITAL CORP NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1084.00 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $5 Shares 73 Est. Cost $67.88 Unrealized
QVC INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1067.80 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $5 Shares 80 Est. Cost $45.59 Unrealized +13.7%
TRINITY INDUSTRIES INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1043.80 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $78.13 Unrealized +1.9%
COHEN & STEERS REIT & PFD & 0.0%
Value ($000) $5 Shares 193 Est. Cost $22.83 Unrealized
YUM BRANDS INC NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1046.20 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $152.58 Unrealized 0.0%
EQM MIDSTREAM PARTNERS LP NOTE M/W CLBL 0.0%
Value ($000) $5 Shares 5 Est. Cost $1030.20 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $90.72 Unrealized
AVANGRID INC 0.0%
Value ($000) $5 Shares 97 Est. Cost $51.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $42.89 Unrealized +1.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 20 Est. Cost $212.23 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $5 Shares 155 Est. Cost $31.40 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $5 Shares 130 Est. Cost $33.12 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $5 Shares 105 Est. Cost $42.87 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $84.88 Unrealized +11.6%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 218 Est. Cost $21.51 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $399.22 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $5 Shares 41 Est. Cost $100.42 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 56 Est. Cost $82.30 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $5 Shares 86 Est. Cost $52.76 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 20 Est. Cost $194.65 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $49.83 Unrealized +6.2%
TELEPHONE & DATA SYSTEMS INC 5.875 PRF USD25 0.0%
Value ($000) $4 Shares 155 Est. Cost $26.32 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.72 Unrealized
WELLS FARGO & COMPANY 4.75 DP SH 1/1000 PF A S CLBL 0.0%
Value ($000) $4 Shares 155 Est. Cost $26.42 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $4 Shares 15 Est. Cost $253.24 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.79 Unrealized
TRILLIUM THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $9.70 Unrealized
DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD CLBL 0.0%
Value ($000) $4 Shares 155 Est. Cost $24.50 Unrealized
WW INTL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $24.40 Unrealized
BANK OF AMERICA CORPORATION 6 NON CUM DEP SHS EACH R CLBL 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.79 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $3 Shares 63 Est. Cost $50.97 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $3 Shares 84 Est. Cost $36.53 Unrealized 0.0%
USHY ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $41.26 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $3 Shares 141 Est. Cost $18.26 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $3 Shares 17 Est. Cost $113.88 Unrealized
AHRT ARMADA HOFFLER PPTYS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.54 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $3 Shares 102 Est. Cost $26.42 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $3 Shares 55 Est. Cost $27.10 Unrealized +61.4%
SLQD ISHARES TR 0.0%
Value ($000) $2 Shares 47 Est. Cost $52.22 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1898.79 Unrealized +20.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 8 Est. Cost $196.00 Unrealized +10.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 39 Est. Cost $50.10 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 6 Est. Cost $306.39 Unrealized
CMS ENERGY CORP 5.875 JNR SUB NTS 2079 0.0%
Value ($000) $2 Shares 73 Est. Cost $27.90 Unrealized
U M H PROPERTIES INC 6.75 CUM RED PFD SER C 0.0%
Value ($000) $2 Shares 77 Est. Cost $26.19 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $209.57 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.20 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $259.62 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $22.37 Unrealized +76.3%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.38 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $2 Shares 15 Est. Cost $100.87 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $2 Shares 69 Est. Cost $8.64 Unrealized +71.5%
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 23 Est. Cost $68.80 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $160.89 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 Shares 13 Est. Cost $77.45 Unrealized +31.1%
HPQ HP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $17.61 Unrealized +54.4%
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.37 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1 Shares 17 Est. Cost $77.58 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.35 Unrealized +58.8%
ETN EATON CORP PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $103.87 Unrealized +28.9%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $13.33 Unrealized -11.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $80.30 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.84 Unrealized +24.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $1 Shares 44 Est. Cost $17.29 Unrealized +55.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $56.47 Unrealized +12.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $114.35 Unrealized +32.4%
LGLV SPDR SER TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $120.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $108.42 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $1 Shares 8 Est. Cost $138.13 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $19.34 Unrealized +48.3%
TFSL TFS FINL CORP 0.0%
Value ($000) $1 Shares 61 Est. Cost $11.15 Unrealized +28.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $85.15 Unrealized +19.4%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $1 Shares 9 Est. Cost $107.80 Unrealized +16.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.03 Unrealized +7.7%
PSK SPDR SER TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $44.41 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.35 Unrealized +26.6%
ITOT ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.87 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $128.02 Unrealized
M MACYS INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $8.56 Unrealized +107.5%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $77.18 Unrealized +18.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 9 Est. Cost $98.18 Unrealized +16.0%
LINDE PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $263.50 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.36 Unrealized +46.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.97 Unrealized +42.4%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $18.71 Unrealized +6.0%
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $1 Shares 11 Est. Cost $93.82 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.38 Unrealized
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $1 Shares 61 Est. Cost $17.15 Unrealized
STIFEL FINANCIAL CORP 6.25 NON CUM DEP SHS REP 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.82 Unrealized
SINCLAIR BROADCAST GROUP INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $31.84 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.88 Unrealized +35.5%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.35 Unrealized +12.0%
FNB F N B CORP 0.0%
Value ($000) $1 Shares 79 Est. Cost $7.01 Unrealized +56.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 42 Est. Cost $14.16 Unrealized +43.7%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.01 Unrealized +37.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $31.29 Unrealized +67.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.57 Unrealized +45.0%
IEUR ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.27 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $40.57 Unrealized +62.7%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.20 Unrealized
NIO NIO INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $39.00 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $1 Shares 37 Est. Cost $21.95 Unrealized
WELLS FARGO UTILITIES AND HI 0.0%
Value ($000) $1 Shares 57 Est. Cost $12.84 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.11 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1 Shares 14 Est. Cost $58.55 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.91 Unrealized +8.3%
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.77 Unrealized
CMBS ISHARES TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.86 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $62.04 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $26.93 Unrealized 0.0%
AGZ ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.60 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.22 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.00 Unrealized
CVI CVR ENERGY INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $8.65 Unrealized +55.9%
ELECTRAMECCANICA VEHS CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.70 Unrealized
FEMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.28 Unrealized
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.81 Unrealized -1.5%
TARS TARSUS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.97 Unrealized -15.5%
SKTO SK3 GROUP INC COM 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $0.00 Unrealized +110.6%
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.33 Unrealized 0.0%
MCHA MATCHAAH HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized 0.0%