Moisand Fitzgerald Tamayo, LLC Diversified Active

CIK: 0001649107 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 3, 2021

Total Value ($000): $275,397 (100.0% shares, 0.0% debt)

Holdings (420)

VOO VANGUARD INDEX FDS 8.1%
Value ($000) $22,371 Shares 56,847 Est. Cost $191.36 Unrealized
SCHM SCHWAB STRATEGIC TR 7.2%
Value ($000) $19,744 Shares 252,261 Est. Cost $43.06 Unrealized
IVV ISHARES TR 6.4%
Value ($000) $17,644 Shares 41,041 Est. Cost $217.97 Unrealized
SPYM SPDR SER TR 6.2%
Value ($000) $17,076 Shares 339,284 Est. Cost $32.26 Unrealized
SCHH SCHWAB STRATEGIC TR 6.0%
Value ($000) $16,551 Shares 361,456 Est. Cost $38.93 Unrealized
SCHF SCHWAB STRATEGIC TR 5.5%
Value ($000) $15,227 Shares 385,980 Est. Cost $29.05 Unrealized
DFAT DIMENSIONAL ETF TRUST 4.5%
Value ($000) $12,462 Shares 278,141 Est. Cost $44.80 Unrealized
DFAS DIMENSIONAL ETF TRUST 3.7%
Value ($000) $10,327 Shares 176,830 Est. Cost $58.40 Unrealized
SCHV SCHWAB STRATEGIC TR 3.2%
Value ($000) $8,868 Shares 129,704 Est. Cost $45.95 Unrealized
SCHR SCHWAB STRATEGIC TR 2.9%
Value ($000) $7,938 Shares 139,574 Est. Cost $55.08 Unrealized
SCHO SCHWAB STRATEGIC TR 2.8%
Value ($000) $7,576 Shares 147,920 Est. Cost $50.75 Unrealized
SLYV SPDR SER TR 2.6%
Value ($000) $7,102 Shares 82,857 Est. Cost $68.55 Unrealized
SCHA SCHWAB STRATEGIC TR 2.4%
Value ($000) $6,584 Shares 63,203 Est. Cost $53.10 Unrealized
SPMD SPDR SER TR 2.2%
Value ($000) $5,975 Shares 126,552 Est. Cost $31.72 Unrealized
AVUV AMERICAN CENTY ETF TR 2.0%
Value ($000) $5,426 Shares 71,396 Est. Cost $49.42 Unrealized
USRT ISHARES TR 1.8%
Value ($000) $4,877 Shares 83,601 Est. Cost $45.12 Unrealized
SCHC SCHWAB STRATEGIC TR 1.8%
Value ($000) $4,855 Shares 116,714 Est. Cost $29.54 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $4,532 Shares 20,337 Est. Cost $104.31 Unrealized
IWB ISHARES TR 1.5%
Value ($000) $4,241 Shares 17,518 Est. Cost $114.99 Unrealized
SPDW SPDR INDEX SHS FDS 1.5%
Value ($000) $4,145 Shares 112,663 Est. Cost $30.14 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $3,873 Shares 61,104 Est. Cost $43.40 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $3,866 Shares 28,124 Est. Cost $93.33 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value ($000) $3,385 Shares 14,263 Est. Cost $129.67 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $3,190 Shares 14,160 Est. Cost $118.26 Unrealized
SPTS SPDR SER TR 0.9%
Value ($000) $2,379 Shares 77,655 Est. Cost $30.04 Unrealized
SPTI SPDR SER TR 0.8%
Value ($000) $2,336 Shares 72,148 Est. Cost $40.99 Unrealized
SPYV SPDR SER TR 0.8%
Value ($000) $2,269 Shares 57,375 Est. Cost $28.81 Unrealized
IWC ISHARES TR 0.7%
Value ($000) $1,962 Shares 12,860 Est. Cost $72.11 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $1,829 Shares 12,386 Est. Cost $89.42 Unrealized
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,620 Shares 15,582 Est. Cost $49.75 Unrealized
IWV ISHARES TR 0.6%
Value ($000) $1,564 Shares 6,113 Est. Cost $120.34 Unrealized
MMM 3M CO 0.6%
Value ($000) $1,563 Shares 7,870 Est. Cost $131.48 Unrealized +6.8%
SPSM SPDR SER TR 0.5%
Value ($000) $1,426 Shares 32,459 Est. Cost $26.81 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $1,374 Shares 7,912 Est. Cost $104.01 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,341 Shares 13,170 Est. Cost $79.19 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $1,341 Shares 9,789 Est. Cost $87.77 Unrealized +44.1%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,323 Shares 4,885 Est. Cost $113.04 Unrealized +116.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,245 Shares 7,081 Est. Cost $108.97 Unrealized +61.2%
GWX SPDR INDEX SHS FDS 0.4%
Value ($000) $1,173 Shares 30,330 Est. Cost $32.22 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $1,172 Shares 5,110 Est. Cost $113.80 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,115 Shares 13,576 Est. Cost $81.12 Unrealized
AVDV AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,107 Shares 17,103 Est. Cost $51.18 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,040 Shares 4,811 Est. Cost $164.96 Unrealized +18.6%
IJR ISHARES TR 0.4%
Value ($000) $972 Shares 8,607 Est. Cost $90.09 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $915 Shares 3,406 Est. Cost $139.30 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $867 Shares 9,746 Est. Cost $48.07 Unrealized +67.7%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $815 Shares 4,062 Est. Cost $93.53 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $813 Shares 2,551 Est. Cost $101.52 Unrealized +179.6%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $793 Shares 8,816 Est. Cost $88.33 Unrealized
AVDE AMERICAN CENTY ETF TR 0.3%
Value ($000) $772 Shares 12,237 Est. Cost $50.92 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $745 Shares 5,462 Est. Cost $93.85 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $737 Shares 10,051 Est. Cost $54.04 Unrealized +23.1%
EFA ISHARES TR 0.3%
Value ($000) $735 Shares 9,312 Est. Cost $58.72 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $673 Shares 4,088 Est. Cost $87.94 Unrealized +64.8%
SCZ ISHARES TR 0.2%
Value ($000) $584 Shares 7,881 Est. Cost $49.92 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $582 Shares 1,359 Est. Cost $215.54 Unrealized
RWR SPDR SER TR 0.2%
Value ($000) $530 Shares 5,050 Est. Cost $91.73 Unrealized
T AT&T INC 0.2%
Value ($000) $483 Shares 16,771 Est. Cost $15.26 Unrealized +11.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $448 Shares 3,323 Est. Cost $116.46 Unrealized +3.7%
KO COCA COLA CO 0.2%
Value ($000) $439 Shares 8,111 Est. Cost $32.47 Unrealized +45.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $400 Shares 2,419 Est. Cost $76.64 Unrealized +92.9%
AGG ISHARES TR 0.1%
Value ($000) $364 Shares 3,159 Est. Cost $107.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $360 Shares 1,297 Est. Cost $197.33 Unrealized +41.6%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $352 Shares 5,063 Est. Cost $85.91 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $341 Shares 2,832 Est. Cost $70.97 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $334 Shares 3,203 Est. Cost $67.94 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $322 Shares 1,942 Est. Cost $94.29 Unrealized
DE DEERE & CO 0.1%
Value ($000) $320 Shares 908 Est. Cost $108.55 Unrealized +215.8%
WMT WALMART INC 0.1%
Value ($000) $314 Shares 2,229 Est. Cost $25.86 Unrealized +69.4%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $306 Shares 4,404 Est. Cost $41.85 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $292 Shares 2,494 Est. Cost $110.70 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $291 Shares 7,434 Est. Cost $22.67 Unrealized +36.7%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $282 Shares 10,450 Est. Cost $26.99 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $282 Shares 972 Est. Cost $161.64 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $268 Shares 3,684 Est. Cost $83.76 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $262 Shares 2,173 Est. Cost $61.77 Unrealized +99.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $253 Shares 1,327 Est. Cost $63.28 Unrealized +150.8%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $240 Shares 3,237 Est. Cost $56.72 Unrealized
FARO TECHNOLOGIES INC 0.1%
Value ($000) $233 Shares 3,000 Est. Cost $29.55 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $231 Shares 4,467 Est. Cost $46.57 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $222 Shares 2,104 Est. Cost $97.13 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $213 Shares 1,459 Est. Cost $67.85 Unrealized +78.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $204 Shares 3,235 Est. Cost $48.56 Unrealized +3.1%
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $202 Shares 5,287 Est. Cost $31.19 Unrealized +30.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $197 Shares 676 Est. Cost $99.87 Unrealized +163.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $187 Shares 3,286 Est. Cost $40.65 Unrealized +20.7%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $179 Shares 3,400 Est. Cost $84.87 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $176 Shares 483 Est. Cost $245.69 Unrealized +35.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $172 Shares 498 Est. Cost $182.38 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $170 Shares 876 Est. Cost $160.68 Unrealized +11.7%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $169 Shares 5,603 Est. Cost $30.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $158 Shares 682 Est. Cost $136.28 Unrealized +53.6%
IWD ISHARES TR 0.1%
Value ($000) $150 Shares 943 Est. Cost $119.00 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $140 Shares 638 Est. Cost $164.93 Unrealized +16.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $134 Shares 354 Est. Cost $243.03 Unrealized +39.3%
EFG ISHARES TR 0.0%
Value ($000) $129 Shares 1,199 Est. Cost $77.17 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $129 Shares 1,516 Est. Cost $88.08 Unrealized -2.8%
META FACEBOOK INC 0.0%
Value ($000) $129 Shares 370 Est. Cost $180.63 Unrealized +76.4%
ICF ISHARES TR 0.0%
Value ($000) $127 Shares 1,948 Est. Cost $77.21 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $127 Shares 310 Est. Cost $369.84 Unrealized 0.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $124 Shares 36 Est. Cost $138.60 Unrealized +19.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $120 Shares 1,793 Est. Cost $46.73 Unrealized +15.3%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $118 Shares 560 Est. Cost $194.12 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $117 Shares 480 Est. Cost $204.89 Unrealized +8.4%
BA BOEING CO 0.0%
Value ($000) $111 Shares 465 Est. Cost $249.92 Unrealized -3.3%
DES WISDOMTREE TR 0.0%
Value ($000) $104 Shares 3,249 Est. Cost $47.30 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.0%
Value ($000) $103 Shares 6,212 Est. Cost $13.66 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $100 Shares 490 Est. Cost $176.65 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $98 Shares 1,200 Est. Cost $65.66 Unrealized +26.9%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $97 Shares 710 Est. Cost $114.80 Unrealized +21.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $96 Shares 460 Est. Cost $150.31 Unrealized +9.2%
SPTM SPDR SER TR 0.0%
Value ($000) $94 Shares 1,780 Est. Cost $33.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $94 Shares 1,730 Est. Cost $42.84 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $90 Shares 133 Est. Cost $129.07 Unrealized +68.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $88 Shares 619 Est. Cost $78.20 Unrealized +70.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $87 Shares 402 Est. Cost $156.39 Unrealized +35.5%
PFF ISHARES TR 0.0%
Value ($000) $87 Shares 2,203 Est. Cost $37.86 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $87 Shares 1,063 Est. Cost $48.10 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $84 Shares 4,377 Est. Cost $4.66 Unrealized +314.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $83 Shares 311 Est. Cost $122.67 Unrealized +104.0%
NEUBERGER BERMAN MUN FD INC 0.0%
Value ($000) $80 Shares 4,956 Est. Cost $15.34 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $75 Shares 238 Est. Cost $315.13 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $74 Shares 1,074 Est. Cost $82.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $72 Shares 2,981 Est. Cost $26.06 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $71 Shares 370 Est. Cost $67.56 Unrealized +143.1%
SYY SYSCO CORP 0.0%
Value ($000) $69 Shares 890 Est. Cost $71.31 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $67 Shares 2,250 Est. Cost $29.78 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $66 Shares 4,692 Est. Cost $6.54 Unrealized +90.9%
CSX CSX CORP 0.0%
Value ($000) $66 Shares 2,046 Est. Cost $26.75 Unrealized +15.7%
GOOGL ALPHABET INC 0.0%
Value ($000) $66 Shares 27 Est. Cost $54.80 Unrealized +111.6%
TWITTER INC 0.0%
Value ($000) $65 Shares 950 Est. Cost $18.52 Unrealized
NKE NIKE INC 0.0%
Value ($000) $64 Shares 413 Est. Cost $75.05 Unrealized +67.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $63 Shares 165 Est. Cost $319.41 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $62 Shares 1,013 Est. Cost $40.71 Unrealized +30.0%
IJT ISHARES TR 0.0%
Value ($000) $61 Shares 462 Est. Cost $164.92 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $61 Shares 474 Est. Cost $112.95 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $60 Shares 222 Est. Cost $270.27 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $59 Shares 395 Est. Cost $133.92 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $59 Shares 74 Est. Cost $5.75 Unrealized +178.3%
SO SOUTHERN CO 0.0%
Value ($000) $58 Shares 957 Est. Cost $42.48 Unrealized +26.6%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $57 Shares 306 Est. Cost $186.27 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $56 Shares 1,160 Est. Cost $41.98 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $55 Shares 526 Est. Cost $66.94 Unrealized +30.1%
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $54 Shares 326 Est. Cost $165.64 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $54 Shares 416 Est. Cost $47.50 Unrealized +71.4%
GOOG ALPHABET INC 0.0%
Value ($000) $53 Shares 21 Est. Cost $49.62 Unrealized +138.4%
UNP UNION PAC CORP 0.0%
Value ($000) $53 Shares 240 Est. Cost $116.96 Unrealized +71.3%
AIA ISHARES TR 0.0%
Value ($000) $53 Shares 574 Est. Cost $92.33 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $52 Shares 507 Est. Cost $66.10 Unrealized +23.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $52 Shares 146 Est. Cost $331.58 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $52 Shares 1,070 Est. Cost $48.60 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $52 Shares 626 Est. Cost $82.77 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $51 Shares 992 Est. Cost $47.47 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $51 Shares 1,733 Est. Cost $29.43 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $50 Shares 1,095 Est. Cost $38.39 Unrealized +4.1%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $50 Shares 172 Est. Cost $290.70 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $49 Shares 499 Est. Cost $61.57 Unrealized +24.1%
BIDU BAIDU INC 0.0%
Value ($000) $49 Shares 240 Est. Cost $248.00 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $48 Shares 655 Est. Cost $57.72 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $47 Shares 878 Est. Cost $31.22 Unrealized +46.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $45 Shares 120 Est. Cost $22.77 Unrealized +160.2%
ECL ECOLAB INC 0.0%
Value ($000) $42 Shares 205 Est. Cost $206.33 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $41 Shares 837 Est. Cost $71.16 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $41 Shares 1,020 Est. Cost $28.64 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $35.74 Unrealized -21.7%
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $40 Shares 276 Est. Cost $144.93 Unrealized
TEKLA HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $38 Shares 1,665 Est. Cost $18.46 Unrealized
EWD ISHARES INC 0.0%
Value ($000) $38 Shares 817 Est. Cost $46.51 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $38 Shares 168 Est. Cost $147.58 Unrealized +38.9%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $37 Shares 674 Est. Cost $52.45 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $36 Shares 700 Est. Cost $43.85 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $35 Shares 241 Est. Cost $96.79 Unrealized +17.2%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $34 Shares 819 Est. Cost $25.07 Unrealized +45.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $33 Shares 254 Est. Cost $87.54 Unrealized +30.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $32 Shares 440 Est. Cost $57.76 Unrealized +8.5%
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $31 Shares 1,510 Est. Cost $27.28 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $31 Shares 530 Est. Cost $33.12 Unrealized +70.7%
CANOPY GROWTH CORP 0.0%
Value ($000) $30 Shares 1,228 Est. Cost $29.56 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $30 Shares 950 Est. Cost $36.75 Unrealized -9.8%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $29 Shares 387 Est. Cost $62.02 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $28 Shares 290 Est. Cost $85.51 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $28 Shares 314 Est. Cost $89.17 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $28 Shares 2,115 Est. Cost $11.52 Unrealized +21.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $27 Shares 318 Est. Cost $71.86 Unrealized +5.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $27 Shares 175 Est. Cost $120.46 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $27 Shares 493 Est. Cost $53.92 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $27 Shares 731 Est. Cost $38.25 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $27 Shares 229 Est. Cost $54.07 Unrealized +100.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $27 Shares 340 Est. Cost $75.68 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 348 Est. Cost $60.44 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $25 Shares 2,581 Est. Cost $9.69 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $25 Shares 85 Est. Cost $268.15 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $25 Shares 154 Est. Cost $115.11 Unrealized +48.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 350 Est. Cost $54.29 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $24 Shares 152 Est. Cost $76.21 Unrealized +83.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $24 Shares 422 Est. Cost $41.70 Unrealized +4.1%
NNN NATIONAL RETAIL PROPERTIES I 0.0%
Value ($000) $23 Shares 481 Est. Cost $41.85 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $23 Shares 152 Est. Cost $89.81 Unrealized +40.5%
QLD PROSHARES TR 0.0%
Value ($000) $22 Shares 300 Est. Cost $96.67 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $22 Shares 518 Est. Cost $36.49 Unrealized +23.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $22 Shares 261 Est. Cost $84.29 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $68.94 Unrealized -5.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $21 Shares 350 Est. Cost $44.61 Unrealized +17.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 346 Est. Cost $34.40 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $20 Shares 729 Est. Cost $24.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $20 Shares 325 Est. Cost $44.01 Unrealized +24.1%
KOMP SPDR SER TR 0.0%
Value ($000) $20 Shares 302 Est. Cost $44.48 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 541 Est. Cost $31.26 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $20 Shares 285 Est. Cost $54.84 Unrealized +14.4%
ORI OLD REP INTL CORP 0.0%
Value ($000) $19 Shares 750 Est. Cost $17.20 Unrealized 0.0%
EWS ISHARES INC 0.0%
Value ($000) $19 Shares 812 Est. Cost $23.40 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $19 Shares 415 Est. Cost $47.86 Unrealized -3.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $18 Shares 338 Est. Cost $54.52 Unrealized +2.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $18 Shares 1,325 Est. Cost $22.23 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 45 Est. Cost $400.00 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $18 Shares 1,058 Est. Cost $7.71 Unrealized +99.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $17 Shares 272 Est. Cost $31.21 Unrealized +51.2%
EXC EXELON CORP 0.0%
Value ($000) $17 Shares 391 Est. Cost $21.44 Unrealized +27.6%
F FORD MTR CO DEL 0.0%
Value ($000) $17 Shares 1,120 Est. Cost $8.36 Unrealized +20.7%
MRK MERCK & CO INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $46.68 Unrealized +37.4%
ISCG ISHARES TR 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.33 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 466 Est. Cost $28.09 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $175.96 Unrealized +9.0%
HYDB ISHARES TR 0.0%
Value ($000) $16 Shares 306 Est. Cost $49.02 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $16 Shares 250 Est. Cost $64.00 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $16 Shares 424 Est. Cost $37.74 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $16 Shares 402 Est. Cost $39.72 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $15 Shares 65 Est. Cost $220.12 Unrealized
RETAIL PPTYS AMER INC 0.0%
Value ($000) $15 Shares 1,304 Est. Cost $13.04 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 50 Est. Cost $300.00 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $15 Shares 133 Est. Cost $83.33 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $14 Shares 107 Est. Cost $130.84 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $14 Shares 155 Est. Cost $49.47 Unrealized +49.0%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 89 Est. Cost $134.83 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $91.06 Unrealized +71.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $14 Shares 36 Est. Cost $177.44 Unrealized +102.3%
AFL AFLAC INC 0.0%
Value ($000) $13 Shares 238 Est. Cost $34.95 Unrealized +40.3%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $13 Shares 707 Est. Cost $17.56 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $13 Shares 210 Est. Cost $46.64 Unrealized +15.9%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 272 Est. Cost $44.12 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $62.28 Unrealized +13.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $13 Shares 114 Est. Cost $66.33 Unrealized +53.3%
OLN OLIN CORP 0.0%
Value ($000) $13 Shares 285 Est. Cost $27.28 Unrealized +50.8%
IMCB ISHARES TR 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $13 Shares 27 Est. Cost $407.75 Unrealized -1.2%
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $12 Shares 400 Est. Cost $40.21 Unrealized -25.0%
SHY ISHARES TR 0.0%
Value ($000) $12 Shares 143 Est. Cost $80.91 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $12 Shares 260 Est. Cost $38.62 Unrealized +15.2%
IGBH ISHARES U S ETF TR 0.0%
Value ($000) $12 Shares 462 Est. Cost $25.97 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
V VISA INC 0.0%
Value ($000) $12 Shares 53 Est. Cost $215.84 Unrealized +2.4%
LQD ISHARES TR 0.0%
Value ($000) $12 Shares 87 Est. Cost $135.89 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $11 Shares 166 Est. Cost $55.01 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $11 Shares 30 Est. Cost $126.35 Unrealized +186.7%
EEM ISHARES TR 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $11 Shares 130 Est. Cost $71.71 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.33 Unrealized -11.0%
STIP ISHARES TR 0.0%
Value ($000) $11 Shares 107 Est. Cost $102.80 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $10 Shares 265 Est. Cost $37.74 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $10 Shares 119 Est. Cost $84.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $329.02 Unrealized +12.2%
ENFR ALPS ETF TR 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $184.45 Unrealized 0.0%
BYLD ISHARES TR 0.0%
Value ($000) $10 Shares 386 Est. Cost $25.91 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $10 Shares 62 Est. Cost $112.90 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 151 Est. Cost $36.80 Unrealized +49.7%
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $56.22 Unrealized +25.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $9 Shares 6 Est. Cost $749.93 Unrealized +95.8%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $6.86 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 50 Est. Cost $160.00 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $9 Shares 583 Est. Cost $13.72 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $9 Shares 49 Est. Cost $122.45 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $9 Shares 305 Est. Cost $32.79 Unrealized
QMOM ALPHA ARCHITECT ETF TR 0.0%
Value ($000) $8 Shares 153 Est. Cost $52.29 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $8 Shares 78 Est. Cost $121.79 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 362 Est. Cost $20.36 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.39 Unrealized -8.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $28.18 Unrealized +18.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $8 Shares 91 Est. Cost $89.71 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 162 Est. Cost $49.38 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 45 Est. Cost $109.54 Unrealized
BP BP PLC 0.0%
Value ($000) $8 Shares 310 Est. Cost $36.43 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 206 Est. Cost $32.86 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $8 Shares 63 Est. Cost $112.75 Unrealized +2.3%
Z ZILLOW GROUP INC 0.0%
Value ($000) $7 Shares 55 Est. Cost $121.69 Unrealized 0.0%
PRSU VIAD CORP 0.0%
Value ($000) $7 Shares 140 Est. Cost $36.48 Unrealized +21.2%
NIO NIO INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $38.46 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 341 Est. Cost $20.53 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $122.15 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $7 Shares 128 Est. Cost $29.99 Unrealized +85.0%
IYR ISHARES TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $97.22 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 209 Est. Cost $30.86 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.0%
Value ($000) $7 Shares 71 Est. Cost $98.16 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.47 Unrealized -9.1%
XSOE WISDOMTREE TR 0.0%
Value ($000) $6 Shares 146 Est. Cost $34.25 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $6 Shares 111 Est. Cost $72.07 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $107.74 Unrealized +23.4%
GASS STEALTHGAS INC 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.44 Unrealized +19.8%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $301.57 Unrealized -16.5%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 64 Est. Cost $93.75 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $32.00 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 93 Est. Cost $61.67 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $6 Shares 42 Est. Cost $142.86 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 90 Est. Cost $39.21 Unrealized +18.9%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $36.94 Unrealized 0.0%
ILF ISHARES TR 0.0%
Value ($000) $5 Shares 145 Est. Cost $34.48 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $5 Shares 76 Est. Cost $34.05 Unrealized +55.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $5 Shares 60 Est. Cost $61.74 Unrealized +18.9%
NI NISOURCE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.14 Unrealized +13.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $110.02 Unrealized +41.6%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.80 Unrealized -1.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.90 Unrealized +21.8%
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $5 Shares 295 Est. Cost $16.95 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 15 Est. Cost $266.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 43 Est. Cost $90.91 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 180 Est. Cost $26.63 Unrealized -13.2%
IEF ISHARES TR 0.0%
Value ($000) $5 Shares 46 Est. Cost $108.70 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $4 Shares 52 Est. Cost $44.05 Unrealized +67.1%
FSLY FASTLY INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $88.16 Unrealized -35.5%
CRM SALESFORCE COM INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $166.47 Unrealized +36.8%
KRE SPDR SER TR 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $10.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 109 Est. Cost $21.41 Unrealized +58.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $30.75 Unrealized +99.5%
DOW DOW INC 0.0%
Value ($000) $4 Shares 71 Est. Cost $36.37 Unrealized +40.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 132 Est. Cost $28.19 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $4 Shares 36 Est. Cost $79.53 Unrealized +34.9%
ABBV ABBVIE INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $69.89 Unrealized +35.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.29 Unrealized +17.3%
APPN APPIAN CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $176.92 Unrealized -35.8%
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $288.38 Unrealized -1.1%
MXI ISHARES TR 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.71 Unrealized
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
HAUZ DBX ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $3 Shares 154 Est. Cost $9.83 Unrealized +71.7%
BAND BANDWIDTH INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $154.91 Unrealized -19.0%
IBDT ISHARES TR 0.0%
Value ($000) $3 Shares 105 Est. Cost $27.40 Unrealized
HYEM VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 142 Est. Cost $21.13 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $42.56 Unrealized +20.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $15.47 Unrealized +79.5%
XYZ SQUARE INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $132.86 Unrealized +74.6%
SPLUNK INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $181.82 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.57 Unrealized 0.0%
EBND SPDR SER TR 0.0%
Value ($000) $2 Shares 87 Est. Cost $28.30 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $42.44 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $21.88 Unrealized +75.1%
NOK NOKIA CORP 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $168.08 Unrealized +12.3%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.11 Unrealized +18.4%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.70 Unrealized +45.7%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 42 Est. Cost $35.71 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $160.31 Unrealized +90.2%
JD JD.COM INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $161.65 Unrealized +48.8%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost Unrealized
ATLASSIAN CORP PLC 0.0%
Value ($000) $2 Shares 8 Est. Cost $125.00 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $78.36 Unrealized +57.8%
IYT ISHARES TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $2 Shares 75 Est. Cost $28.00 Unrealized +1.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $27.24 Unrealized +12.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.78 Unrealized +108.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $2 Shares 331 Est. Cost $6.19 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.02 Unrealized +75.5%
CHURCHILL CAPITAL CORP IV 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $155.87 Unrealized +38.1%
IXJ ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $99.39 Unrealized -20.2%
RH RH 0.0%
Value ($000) $1 Shares 1 Est. Cost $315.40 Unrealized +105.9%
WORKHORSE GROUP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $21.34 Unrealized +38.7%
VIACOMCBS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.29 Unrealized +91.0%
SCHNITZER STEEL INDS INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.51 Unrealized +36.6%
EVERBRIDGE INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $101.17 Unrealized +76.6%
VYX NCR CORP NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $22.99 Unrealized +20.3%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 21 Est. Cost $31.06 Unrealized +46.5%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $175.25 Unrealized -7.5%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.93 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.28 Unrealized -13.0%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $29.52 Unrealized +64.3%
CIEN CIENA CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $23.93 Unrealized +130.4%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $33.80 Unrealized +99.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $228.19 Unrealized +14.3%
XL FLEET CORP 0.0%
Value ($000) $1 Shares 110 Est. Cost $27.27 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $0 Shares 22 Est. Cost $4.71 Unrealized -28.2%
STNE STONECO LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.95 Unrealized +16.4%
FLR FLUOR CORP NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.83 Unrealized -46.9%
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.01 Unrealized +5.1%
HPQ HP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.33 Unrealized +16.5%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $103.33 Unrealized +14.5%
CLOUDERA INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.65 Unrealized +26.9%
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized +14.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $160.13 Unrealized +35.8%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $269.94 Unrealized +18.6%
HITI HIGH TIDE INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.01 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $51.55 Unrealized -43.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.83 Unrealized +13.2%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.62 Unrealized 0.0%