$382 Million is the total value of Reby Advisors, LLC's 618 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $51,552,000 | – | 401,465 | +100.0% | 13.50% | – |
SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $47,199,000 | – | 792,867 | +100.0% | 12.36% | – |
SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $39,914,000 | – | 585,414 | +100.0% | 10.46% | – |
SCHZ | New | SCHWAB US AGGREGATE BOND ETFetf | $38,696,000 | – | 690,632 | +100.0% | 10.14% | – |
CWI | New | SPDR MSCI ACWI EX-US ETFetf | $37,173,000 | – | 1,344,405 | +100.0% | 9.74% | – |
PCY | New | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $23,890,000 | – | 828,350 | +100.0% | 6.26% | – |
SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $14,648,000 | – | 164,588 | +100.0% | 3.84% | – |
SCHR | New | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $13,049,000 | – | 224,133 | +100.0% | 3.42% | – |
SCHF | New | SCHWAB INTERNATIONAL EQUITY ETFetf | $9,699,000 | – | 269,346 | +100.0% | 2.54% | – |
IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $8,723,000 | – | 63,794 | +100.0% | 2.28% | – |
SCHH | New | SCHWAB U.S. REIT ETFetf | $8,469,000 | – | 223,047 | +100.0% | 2.22% | – |
TFI | New | SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETFetf | $6,342,000 | – | 120,821 | +100.0% | 1.66% | – |
EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $6,227,000 | – | 120,521 | +100.0% | 1.63% | – |
SHM | New | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $5,268,000 | – | 105,808 | +100.0% | 1.38% | – |
SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $3,906,000 | – | 127,427 | +100.0% | 1.02% | – |
AAPL | New | APPLE INC COMstock | $3,337,000 | – | 25,150 | +100.0% | 0.87% | – |
HYMB | New | SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETFetf | $3,010,000 | – | 51,029 | +100.0% | 0.79% | – |
IWS | New | ISHARES RUSSELL MID-CAP VALUE ETFetf | $2,785,000 | – | 28,728 | +100.0% | 0.73% | – |
IWP | New | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $2,304,000 | – | 22,445 | +100.0% | 0.60% | – |
ICF | New | ISHARES COHEN & STEERS REIT ETFetf | $2,280,000 | – | 42,320 | +100.0% | 0.60% | – |
IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,619,000 | – | 6,714 | +100.0% | 0.42% | – |
IWN | New | ISHARES RUSSELL 2000 VALUE ETFetf | $1,589,000 | – | 12,063 | +100.0% | 0.42% | – |
EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,531,000 | – | 13,204 | +100.0% | 0.40% | – |
MA | New | MASTERCARD INCORPORATED CL Astock | $1,323,000 | – | 3,707 | +100.0% | 0.35% | – |
RPV | New | INVESCO S&P 500 PURE VALUE ETFetf | $1,318,000 | – | 21,443 | +100.0% | 0.34% | – |
MSFT | New | MICROSOFT CORP COMstock | $1,212,000 | – | 5,451 | +100.0% | 0.32% | – |
SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $1,145,000 | – | 28,337 | +100.0% | 0.30% | – |
VZ | New | VERIZON COMMUNICATIONS INC COMstock | $1,131,000 | – | 19,248 | +100.0% | 0.30% | – |
AMZN | New | AMAZON COM INC COMstock | $1,023,000 | – | 314 | +100.0% | 0.27% | – |
JPM | New | JPMORGAN CHASE & CO COMstock | $945,000 | – | 7,440 | +100.0% | 0.25% | – |
IVW | New | IShares S&P 500 Growth ETFetf | $773,000 | – | 12,104 | +100.0% | 0.20% | – |
IWO | New | ISHARES RUSSELL 2000 GROWTH ETFetf | $699,000 | – | 2,437 | +100.0% | 0.18% | – |
VYM | New | VANGUARD HIGH DIVIDEND YIELD ETFetf | $677,000 | – | 7,403 | +100.0% | 0.18% | – |
SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $665,000 | – | 10,370 | +100.0% | 0.17% | – |
T | New | AT&T INC COMstock | $649,000 | – | 22,575 | +100.0% | 0.17% | – |
NFLX | New | NETFLIX INC COMstock | $629,000 | – | 1,164 | +100.0% | 0.16% | – |
VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $576,000 | – | 11,493 | +100.0% | 0.15% | – |
VNQ | New | VANGUARD REAL ESTATE ETFetf | $500,000 | – | 5,886 | +100.0% | 0.13% | – |
PFE | New | PFIZER INC COMstock | $487,000 | – | 13,217 | +100.0% | 0.13% | – |
ACWX | New | ISHARES MSCI ACWI EX US INDEX FUNDetf | $476,000 | – | 8,977 | +100.0% | 0.12% | – |
RDIV | New | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $476,000 | – | 14,090 | +100.0% | 0.12% | – |
V | New | VISA INC COM CL Astock | $474,000 | – | 2,165 | +100.0% | 0.12% | – |
ASML | New | ASML HOLDING N V N Y REGISTRY SHSadr | $455,000 | – | 933 | +100.0% | 0.12% | – |
DVY | New | ISHARES SELECT DIVIDEND ETFetf | $441,000 | – | 4,580 | +100.0% | 0.12% | – |
SCHX | New | SCHWAB U.S. LARGE-CAP ETFetf | $434,000 | – | 4,768 | +100.0% | 0.11% | – |
VTV | New | VANGUARD VALUE INDEX FUNDetf | $429,000 | – | 3,604 | +100.0% | 0.11% | – |
ED | New | CONSOLIDATED EDISON INC COMstock | $428,000 | – | 5,921 | +100.0% | 0.11% | – |
IJR | New | ISHARES S&P SMALL-CAP FUNDetf | $425,000 | – | 4,625 | +100.0% | 0.11% | – |
DIS | New | DISNEY WALT CO COMstock | $416,000 | – | 2,296 | +100.0% | 0.11% | – |
FB | New | FACEBOOK INC CL Astock | $399,000 | – | 1,460 | +100.0% | 0.10% | – |
FNDA | New | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $384,000 | – | 8,958 | +100.0% | 0.10% | – |
BAC | New | BK OF AMERICA CORP COMstock | $385,000 | – | 12,718 | +100.0% | 0.10% | – |
UNP | New | UNION PAC CORP COMstock | $384,000 | – | 1,843 | +100.0% | 0.10% | – |
TT | New | TRANE TECHNOLOGIES PLC SHSstock | $381,000 | – | 2,622 | +100.0% | 0.10% | – |
PG | New | PROCTER AND GAMBLE CO COMstock | $365,000 | – | 2,624 | +100.0% | 0.10% | – |
IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $356,000 | – | 5,154 | +100.0% | 0.09% | – |
XOM | New | EXXON MOBIL CORP COMstock | $354,000 | – | 8,599 | +100.0% | 0.09% | – |
PFF | New | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $351,000 | – | 9,123 | +100.0% | 0.09% | – |
ECL | New | ECOLAB INC COMstock | $344,000 | – | 1,591 | +100.0% | 0.09% | – |
MRK | New | MERCK & CO. INC COMstock | $344,000 | – | 4,204 | +100.0% | 0.09% | – |
GOOGL | New | ALPHABET INC CAP STK CL Astock | $345,000 | – | 197 | +100.0% | 0.09% | – |
MCD | New | MCDONALDS CORP COMstock | $326,000 | – | 1,520 | +100.0% | 0.08% | – |
HUBB | New | HUBBELL INC COMstock | $325,000 | – | 2,074 | +100.0% | 0.08% | – |
HD | New | HOME DEPOT INC COMstock | $313,000 | – | 1,179 | +100.0% | 0.08% | – |
PGX | New | INVESCO PREFERRED ETFetf | $301,000 | – | 19,704 | +100.0% | 0.08% | – |
JNJ | New | JOHNSON & JOHNSON COMstock | $303,000 | – | 1,926 | +100.0% | 0.08% | – |
SPY | New | SPDR S&P 500 ETFetf | $297,000 | – | 793 | +100.0% | 0.08% | – |
IWR | New | ISHARES RUSSELL MID-CAP ETFetf | $296,000 | – | 4,311 | +100.0% | 0.08% | – |
FSKR | New | FS KKR CAP CORP II COMstock | $294,000 | – | 17,924 | +100.0% | 0.08% | – |
CVX | New | CHEVRON CORP NEW COMstock | $247,000 | – | 2,920 | +100.0% | 0.06% | – |
MAR | New | MARRIOTT INTL INC NEW CL Astock | $243,000 | – | 1,840 | +100.0% | 0.06% | – |
PKI | New | PERKINELMER INC COMstock | $244,000 | – | 1,699 | +100.0% | 0.06% | – |
MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $246,000 | – | 2,096 | +100.0% | 0.06% | – |
IWM | New | ISHARES RUSSELL 2000 ETFetf | $236,000 | – | 1,203 | +100.0% | 0.06% | – |
GOOG | New | ALPHABET INC CAP STK CL Cstock | $238,000 | – | 136 | +100.0% | 0.06% | – |
BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $234,000 | – | 2,653 | +100.0% | 0.06% | – |
ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $229,000 | – | 1,302 | +100.0% | 0.06% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $229,000 | – | 3,926 | +100.0% | 0.06% | – |
MO | New | ALTRIA GROUP INC COMstock | $225,000 | – | 5,481 | +100.0% | 0.06% | – |
PEP | New | PEPSICO INC COMstock | $227,000 | – | 1,533 | +100.0% | 0.06% | – |
IJJ | New | ISHARES S&P MID-CAP 400 VALUE ETFetf | $216,000 | – | 2,502 | +100.0% | 0.06% | – |
WMT | New | WALMART INC COMstock | $214,000 | – | 1,482 | +100.0% | 0.06% | – |
XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $215,000 | – | 5,675 | +100.0% | 0.06% | – |
CSCO | New | CISCO SYS INC COMstock | $208,000 | – | 4,638 | +100.0% | 0.05% | – |
PTC | New | PTC INC COMstock | $203,000 | – | 1,700 | +100.0% | 0.05% | – |
FDL | New | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $201,000 | – | 6,802 | +100.0% | 0.05% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $197,000 | – | 2,750 | +100.0% | 0.05% | – |
XOP | New | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $183,000 | – | 3,122 | +100.0% | 0.05% | – |
TJX | New | TJX COS INC NEW COMstock | $185,000 | – | 2,704 | +100.0% | 0.05% | – |
NOC | New | NORTHROP GRUMMAN CORP COMstock | $178,000 | – | 585 | +100.0% | 0.05% | – |
NEE | New | NEXTERA ENERGY INC COMstock | $181,000 | – | 2,344 | +100.0% | 0.05% | – |
HON | New | HONEYWELL INTL INC COMstock | $177,000 | – | 832 | +100.0% | 0.05% | – |
PM | New | PHILIP MORRIS INTL INC COMstock | $177,000 | – | 2,138 | +100.0% | 0.05% | – |
VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $173,000 | – | 891 | +100.0% | 0.04% | – |
SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $173,000 | – | 3,127 | +100.0% | 0.04% | – |
DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $173,000 | – | 567 | +100.0% | 0.04% | – |
ARVN | New | ARVINAS INC COMstock | $169,000 | – | 1,994 | +100.0% | 0.04% | – |
PGF | New | INVESCO FINANCIAL PREFERRED ETFetf | $166,000 | – | 8,667 | +100.0% | 0.04% | – |
FNDF | New | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $159,000 | – | 5,419 | +100.0% | 0.04% | – |
INTC | New | INTEL CORP COMstock | $162,000 | – | 3,244 | +100.0% | 0.04% | – |
VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $158,000 | – | 3,354 | +100.0% | 0.04% | – |
IVV | New | ISHARES CORE S&P 500 ETFetf | $158,000 | – | 420 | +100.0% | 0.04% | – |
FNDX | New | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $156,000 | – | 3,445 | +100.0% | 0.04% | – |
ES | New | EVERSOURCE ENERGY COMstock | $154,000 | – | 1,783 | +100.0% | 0.04% | – |
FAM | New | FIRST TR ABERDEEN GLBL OPP FD COM SHScef | $152,000 | – | 14,360 | +100.0% | 0.04% | – |
VOOG | New | VANGUARD S&P 500 GROWTH ETFetf | $153,000 | – | 664 | +100.0% | 0.04% | – |
FSK | New | FS KKR CAP CORP COMcef | $151,000 | – | 9,113 | +100.0% | 0.04% | – |
DGRW | New | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $147,000 | – | 2,727 | +100.0% | 0.04% | – |
IJH | New | ISHARES S&P MIDCAP FUNDetf | $148,000 | – | 643 | +100.0% | 0.04% | – |
MAIN | New | MAIN STR CAP CORP COMcef | $144,000 | – | 4,459 | +100.0% | 0.04% | – |
GLD | New | SPDR GOLD SHARESetf | $143,000 | – | 799 | +100.0% | 0.04% | – |
MA | New | MASTERCARD INCORPORATED CL Acall | $143,000 | – | 400 | +100.0% | 0.04% | – |
PHG | New | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $141,000 | – | 2,611 | +100.0% | 0.04% | – |
JBHT | New | HUNT J B TRANS SVCS INC COMstock | $137,000 | – | 1,005 | +100.0% | 0.04% | – |
CMCSA | New | COMCAST CORP NEW CL Astock | $139,000 | – | 2,649 | +100.0% | 0.04% | – |
QQQ | New | INVESCO QQQ TRUSTetf | $138,000 | – | 440 | +100.0% | 0.04% | – |
HYS | New | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $136,000 | – | 1,383 | +100.0% | 0.04% | – |
CSQ | New | CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INTcef | $139,000 | – | 8,800 | +100.0% | 0.04% | – |
ABT | New | ABBOTT LABS COMstock | $135,000 | – | 1,229 | +100.0% | 0.04% | – |
EMD | New | WESTERN ASSET EMERGING MKTS DE COMcef | $133,000 | – | 9,573 | +100.0% | 0.04% | – |
VGK | New | VANGUARD FTSE EUROPE ETFetf | $126,000 | – | 2,090 | +100.0% | 0.03% | – |
PEY | New | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $126,000 | – | 7,247 | +100.0% | 0.03% | – |
F | New | FORD MTR CO DEL COMstock | $123,000 | – | 13,943 | +100.0% | 0.03% | – |
GE | New | GENERAL ELECTRIC CO COMstock | $123,000 | – | 11,355 | +100.0% | 0.03% | – |
BBN | New | BLACKROCK TAX MUNICPAL BD TR SHScef | $124,000 | – | 4,600 | +100.0% | 0.03% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $124,000 | – | 1,996 | +100.0% | 0.03% | – |
SPHQ | New | INVESCO S&P 500 QUALITY ETFetf | $117,000 | – | 2,789 | +100.0% | 0.03% | – |
SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $120,000 | – | 1,110 | +100.0% | 0.03% | – |
TSLA | New | TESLA INC COMstock | $119,000 | – | 168 | +100.0% | 0.03% | – |
SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $120,000 | – | 2,136 | +100.0% | 0.03% | – |
ALL | New | ALLSTATE CORP COMstock | $116,000 | – | 1,055 | +100.0% | 0.03% | – |
UNH | New | UNITEDHEALTH GROUP INC COMstock | $116,000 | – | 330 | +100.0% | 0.03% | – |
SPHD | New | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $113,000 | – | 3,019 | +100.0% | 0.03% | – |
BTT | New | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $115,000 | – | 4,475 | +100.0% | 0.03% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $114,000 | – | 904 | +100.0% | 0.03% | – |
V | New | VISA INC COM CL Acall | $109,000 | – | 500 | +100.0% | 0.03% | – |
MDLZ | New | MONDELEZ INTL INC CL Astock | $111,000 | – | 1,895 | +100.0% | 0.03% | – |
AXP | New | AMERICAN EXPRESS CO COMstock | $105,000 | – | 870 | +100.0% | 0.03% | – |
IR | New | INGERSOLL RAND INC COMstock | $105,000 | – | 2,313 | +100.0% | 0.03% | – |
AMAT | New | APPLIED MATLS INC COMstock | $104,000 | – | 1,206 | +100.0% | 0.03% | – |
SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $102,000 | – | 1,991 | +100.0% | 0.03% | – |
ALLE | New | ALLEGION PLC ORD SHSstock | $102,000 | – | 874 | +100.0% | 0.03% | – |
NHS | New | NEUBERGER BERMAN HIGH YIELD ST COMcef | $102,000 | – | 8,738 | +100.0% | 0.03% | – |
QCOM | New | QUALCOMM INC COMstock | $100,000 | – | 659 | +100.0% | 0.03% | – |
CARR | New | CARRIER GLOBAL CORPORATION COMstock | $100,000 | – | 2,659 | +100.0% | 0.03% | – |
ACWV | New | World Stock Min Voletf | $100,000 | – | 1,027 | +100.0% | 0.03% | – |
KO | New | COCA COLA CO COMstock | $101,000 | – | 1,847 | +100.0% | 0.03% | – |
STX | New | SEAGATE TECHNOLOGY PLC SHSstock | $95,000 | – | 1,533 | +100.0% | 0.02% | – |
UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $97,000 | – | 575 | +100.0% | 0.02% | – |
SO | New | SOUTHERN CO COMstock | $94,000 | – | 1,530 | +100.0% | 0.02% | – |
PSMT | New | PRICESMART INC COMstock | $91,000 | – | 1,000 | +100.0% | 0.02% | – |
BCE | New | BCE INC COM NEWstock | $91,000 | – | 2,135 | +100.0% | 0.02% | – |
VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $92,000 | – | 1,106 | +100.0% | 0.02% | – |
BX | New | BLACKSTONE GROUP INC COM CL Astock | $91,000 | – | 1,405 | +100.0% | 0.02% | – |
BLK | New | BLACKROCK INC COMstock | $90,000 | – | 125 | +100.0% | 0.02% | – |
LMT | New | LOCKHEED MARTIN CORP COMstock | $87,000 | – | 246 | +100.0% | 0.02% | – |
AMGN | New | AMGEN INC COMstock | $89,000 | – | 386 | +100.0% | 0.02% | – |
SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $87,000 | – | 2,757 | +100.0% | 0.02% | – |
CPB | New | CAMPBELL SOUP CO COMstock | $85,000 | – | 1,768 | +100.0% | 0.02% | – |
DSM | New | BNY MELLON STRATEGIC MUN BD FD COMcef | $83,000 | – | 10,600 | +100.0% | 0.02% | – |
CRM | New | SALESFORCE COM INC COMstock | $85,000 | – | 382 | +100.0% | 0.02% | – |
WPC | New | WP CAREY INC COMreit | $84,000 | – | 1,191 | +100.0% | 0.02% | – |
KMB | New | KIMBERLY-CLARK CORP COMstock | $83,000 | – | 614 | +100.0% | 0.02% | – |
PCEF | New | INVESCO CEF INCOME COMPOSITE ETFetf | $84,000 | – | 3,761 | +100.0% | 0.02% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $85,000 | – | 367 | +100.0% | 0.02% | – |
GAB | New | GABELLI EQUITY TR INC COMcef | $85,000 | – | 13,604 | +100.0% | 0.02% | – |
BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $79,000 | – | 950 | +100.0% | 0.02% | – |
FLTB | New | FIDELITY LIMITED TERM BOND ETFetf | $82,000 | – | 1,547 | +100.0% | 0.02% | – |
BIL | New | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $82,000 | – | 897 | +100.0% | 0.02% | – |
IDLV | New | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $78,000 | – | 2,617 | +100.0% | 0.02% | – |
NKE | New | NIKE INC CL Bstock | $78,000 | – | 550 | +100.0% | 0.02% | – |
EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $75,000 | – | 740 | +100.0% | 0.02% | – |
EFA | New | ISHARES MSCI EAFE ETFetf | $76,000 | – | 1,040 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC COMstock | $78,000 | – | 475 | +100.0% | 0.02% | – |
HOG | New | HARLEY DAVIDSON INC COMcall | $78,000 | – | 2,100 | +100.0% | 0.02% | – |
USB | New | US BANCORP DEL COM NEWstock | $75,000 | – | 1,612 | +100.0% | 0.02% | – |
EQL | New | ALPS EQUAL SECTOR WEIGHT ETFetf | $72,000 | – | 830 | +100.0% | 0.02% | – |
ADI | New | ANALOG DEVICES INC COMstock | $74,000 | – | 500 | +100.0% | 0.02% | – |
BA | New | BOEING CO COMstock | $74,000 | – | 346 | +100.0% | 0.02% | – |
CAT | New | CATERPILLAR INC COMstock | $73,000 | – | 400 | +100.0% | 0.02% | – |
ISCV | New | ISHARES MORNINGSTAR SMALL-CAP VALUE ETFetf | $72,000 | – | 510 | +100.0% | 0.02% | – |
MDT | New | MEDTRONIC PLC SHSstock | $73,000 | – | 621 | +100.0% | 0.02% | – |
OTIS | New | OTIS WORLDWIDE CORP COMstock | $73,000 | – | 1,078 | +100.0% | 0.02% | – |
DWM | New | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $73,000 | – | 1,433 | +100.0% | 0.02% | – |
ABBV | New | ABBVIE INC COMstock | $73,000 | – | 677 | +100.0% | 0.02% | – |
BSCL | New | INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf | $70,000 | – | 3,282 | +100.0% | 0.02% | – |
IBB | New | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $69,000 | – | 456 | +100.0% | 0.02% | – |
ARCC | New | ARES CAPITAL CORP COMcef | $68,000 | – | 4,025 | +100.0% | 0.02% | – |
LVHI | New | LEGG MASON INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND ETFetf | $69,000 | – | 2,935 | +100.0% | 0.02% | – |
TSLX | New | SIXTH STREET SPECIALTY LENDNIN COMcef | $68,000 | – | 3,287 | +100.0% | 0.02% | – |
ATVI | New | ACTIVISION BLIZZARD INC COMstock | $70,000 | – | 755 | +100.0% | 0.02% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $67,000 | – | 133 | +100.0% | 0.02% | – |
VB | New | VANGUARD SMALL-CAP INDEX FUNDetf | $65,000 | – | 335 | +100.0% | 0.02% | – |
MDY | New | SPDR S&P MIDCAP 400 ETFetf | $63,000 | – | 150 | +100.0% | 0.02% | – |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $64,000 | – | 745 | +100.0% | 0.02% | – |
RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $64,000 | – | 1,833 | +100.0% | 0.02% | – |
HAS | New | HASBRO INC COMstock | $65,000 | – | 700 | +100.0% | 0.02% | – |
INFU | New | INFUSYSTEM HLDGS INC COMstock | $66,000 | – | 3,500 | +100.0% | 0.02% | – |
AB | New | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $66,000 | – | 1,962 | +100.0% | 0.02% | – |
BP | New | BP PLC SPONSORED ADRadr | $63,000 | – | 3,050 | +100.0% | 0.02% | – |
VTIP | New | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $60,000 | – | 1,181 | +100.0% | 0.02% | – |
GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $62,000 | – | 1,696 | +100.0% | 0.02% | – |
USMV | New | US Large Cap Min voletf | $61,000 | – | 895 | +100.0% | 0.02% | – |
VUG | New | VANGUARD GROWTH INDEX FUNDetf | $59,000 | – | 232 | +100.0% | 0.02% | – |
ORLY | New | OREILLY AUTOMOTIVE INC COMstock | $57,000 | – | 125 | +100.0% | 0.02% | – |
APO | New | APOLLO GLOBAL MGMT INC COM CL Astock | $57,000 | – | 1,165 | +100.0% | 0.02% | – |
GM | New | GENERAL MTRS CO COMstock | $56,000 | – | 1,355 | +100.0% | 0.02% | – |
NGG | New | NATIONAL GRID PLC SPONSORED ADR NEadr | $58,000 | – | 991 | +100.0% | 0.02% | – |
KDP | New | KEURIG DR PEPPER INC COMstock | $56,000 | – | 1,747 | +100.0% | 0.02% | – |
SBUX | New | STARBUCKS CORP COMstock | $54,000 | – | 504 | +100.0% | 0.01% | – |
VLO | New | VALERO ENERGY CORP COMstock | $54,000 | – | 950 | +100.0% | 0.01% | – |
BSCP | New | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $53,000 | – | 2,350 | +100.0% | 0.01% | – |
ODFL | New | OLD DOMINION FREIGHT LINE INC COMstock | $54,000 | – | 277 | +100.0% | 0.01% | – |
DOW | New | DOW INC COMstock | $55,000 | – | 988 | +100.0% | 0.01% | – |
RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $54,000 | – | 425 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC COMstock | $53,000 | – | 273 | +100.0% | 0.01% | – |
ORCL | New | ORACLE CORP COMstock | $55,000 | – | 845 | +100.0% | 0.01% | – |
BSCO | New | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $52,000 | – | 2,325 | +100.0% | 0.01% | – |
HYD | New | VANECK VECTORS HIGH YIELD MUNI ETFetf | $54,000 | – | 875 | +100.0% | 0.01% | – |
IGF | New | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $52,000 | – | 1,191 | +100.0% | 0.01% | – |
VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $55,000 | – | 336 | +100.0% | 0.01% | – |
FSD | New | FIRST TR HIGH INCOME L/S FD COMcef | $52,000 | – | 3,549 | +100.0% | 0.01% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $51,000 | – | 109 | +100.0% | 0.01% | – |
JPS | New | NUVEEN PFD & INCM SECURTIES FD COMcef | $50,000 | – | 5,172 | +100.0% | 0.01% | – |
IQI | New | INVESCO QUALITY MUN INCOME TR COMcef | $49,000 | – | 3,790 | +100.0% | 0.01% | – |
BSCN | New | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $51,000 | – | 2,340 | +100.0% | 0.01% | – |
BSCM | New | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $50,000 | – | 2,320 | +100.0% | 0.01% | – |
TRV | New | TRAVELERS COMPANIES INC COMstock | $50,000 | – | 355 | +100.0% | 0.01% | – |
MMM | New | 3M CO COMstock | $49,000 | – | 280 | +100.0% | 0.01% | – |
HQL | New | TEKLA LIFE SCIENCES INVS SH BEN INTcef | $50,000 | – | 2,550 | +100.0% | 0.01% | – |
IVE | New | ISHARES S&P 500 VALUE ETFetf | $48,000 | – | 375 | +100.0% | 0.01% | – |
NAD | New | NUVEEN QUALITY MUNCP INCOME FD COMcef | $51,000 | – | 3,327 | +100.0% | 0.01% | – |
LLY | New | LILLY ELI & CO COMstock | $48,000 | – | 286 | +100.0% | 0.01% | – |
IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $50,000 | – | 799 | +100.0% | 0.01% | – |
VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $48,000 | – | 492 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW COMstock | $47,000 | – | 1,551 | +100.0% | 0.01% | – |
BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $44,000 | – | 288 | +100.0% | 0.01% | – |
WTRG | New | ESSENTIAL UTILS INC COMstock | $47,000 | – | 1,000 | +100.0% | 0.01% | – |
MBT | New | MOBILE TELESYSTEMS PJSC SPONSORED ADRadr | $45,000 | – | 5,055 | +100.0% | 0.01% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC COMreit | $43,000 | – | 1,410 | +100.0% | 0.01% | – |
COST | New | COSTCO WHSL CORP NEW COMstock | $43,000 | – | 114 | +100.0% | 0.01% | – |
FNDC | New | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $42,000 | – | 1,220 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC COMstock | $43,000 | – | 548 | +100.0% | 0.01% | – |
MUA | New | BLACKROCK MUNIASSETS FD INC COMcef | $43,000 | – | 2,914 | +100.0% | 0.01% | – |
HTGC | New | HERCULES CAPITAL INC COMcef | $41,000 | – | 2,821 | +100.0% | 0.01% | – |
DG | New | DOLLAR GEN CORP NEW COMstock | $42,000 | – | 200 | +100.0% | 0.01% | – |
CM | New | CANADIAN IMP BK COMM COMstock | $41,000 | – | 480 | +100.0% | 0.01% | – |
GS | New | GOLDMAN SACHS GROUP INC COMstock | $37,000 | – | 140 | +100.0% | 0.01% | – |
IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $39,000 | – | 450 | +100.0% | 0.01% | – |
BDJ | New | BLACKROCK ENHANCED EQUITY DIVI COMcef | $37,000 | – | 4,342 | +100.0% | 0.01% | – |
GILD | New | GILEAD SCIENCES INC COMstock | $37,000 | – | 630 | +100.0% | 0.01% | – |
PFN | New | PIMCO INCOME STRATEGY FD II COMcef | $38,000 | – | 3,862 | +100.0% | 0.01% | – |
CL | New | COLGATE PALMOLIVE CO COMstock | $38,000 | – | 440 | +100.0% | 0.01% | – |
BIZD | New | VANECK VECTORS BDC INCOME ETFetf | $37,000 | – | 2,705 | +100.0% | 0.01% | – |
NXP | New | NUVEEN SELECT TAX-FREE INCOME SH BEN INTcef | $37,000 | – | 2,055 | +100.0% | 0.01% | – |
EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $39,000 | – | 530 | +100.0% | 0.01% | – |
VONG | New | VANGUARD RUSSELL 1000 GROWTH ETFetf | $39,000 | – | 157 | +100.0% | 0.01% | – |
DHS | New | WISDOMTREE U.S. HIGH DIVIDEND FUNDetf | $40,000 | – | 580 | +100.0% | 0.01% | – |
EMF | New | TEMPLETON EMERGING MKTS FD COMcef | $39,000 | – | 2,070 | +100.0% | 0.01% | – |
RPG | New | INVESCO S&P 500 PURE GROWTH ETFetf | $39,000 | – | 240 | +100.0% | 0.01% | – |
IVH | New | IVY HIGH INCOME OPPORTUNITIES COMcef | $40,000 | – | 3,011 | +100.0% | 0.01% | – |
NAN | New | NUVEEN NEW YORK QLT MUN INC FD COMcef | $39,000 | – | 2,748 | +100.0% | 0.01% | – |
PBI | New | PITNEY BOWES INC COMstock | $33,000 | – | 5,307 | +100.0% | 0.01% | – |
CIF | New | MFS INTER HIGH INCOME FD SH BEN INTcef | $34,000 | – | 13,234 | +100.0% | 0.01% | – |
SNY | New | SANOFI SPONSORED ADRadr | $35,000 | – | 729 | +100.0% | 0.01% | – |
VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $33,000 | – | 233 | +100.0% | 0.01% | – |
NMZ | New | NUVEEN MUN HIGH INCOME OPPORTU COMcef | $36,000 | – | 2,496 | +100.0% | 0.01% | – |
CVS | New | CVS HEALTH CORP COMstock | $34,000 | – | 498 | +100.0% | 0.01% | – |
DLN | New | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $35,000 | – | 322 | +100.0% | 0.01% | – |
MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $36,000 | – | 177 | +100.0% | 0.01% | – |
HYLB | New | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $33,000 | – | 668 | +100.0% | 0.01% | – |
CHY | New | CALAMOS CONV & HIGH INCOME FD COM SHScef | $34,000 | – | 2,388 | +100.0% | 0.01% | – |
LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $33,000 | – | 3,355 | +100.0% | 0.01% | – |
VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $33,000 | – | 538 | +100.0% | 0.01% | – |
GDV | New | GABELLI DIVID & INCOME TR COMcef | $34,000 | – | 1,579 | +100.0% | 0.01% | – |
BSJP | New | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $33,000 | – | 1,340 | +100.0% | 0.01% | – |
VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $35,000 | – | 245 | +100.0% | 0.01% | – |
REM | New | ISHARES MORTGAGE REAL ESTATE ETFetf | $31,000 | – | 959 | +100.0% | 0.01% | – |
YEXT | New | YEXT INC COMstock | $31,000 | – | 2,000 | +100.0% | 0.01% | – |
WELL | New | WELLTOWER INC COMreit | $30,000 | – | 466 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC COMstock | $30,000 | – | 1,597 | +100.0% | 0.01% | – |
AWF | New | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $30,000 | – | 2,545 | +100.0% | 0.01% | – |
MGV | New | VANGUARD MEGA CAP VALUE ETFetf | $31,000 | – | 355 | +100.0% | 0.01% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $29,000 | – | 1,460 | +100.0% | 0.01% | – |
ENB | New | ENBRIDGE INC COMstock | $29,000 | – | 906 | +100.0% | 0.01% | – |
EOT | New | EATON VANCE NATL MUN OPPORT TR COM SHScef | $29,000 | – | 1,395 | +100.0% | 0.01% | – |
VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $32,000 | – | 525 | +100.0% | 0.01% | – |
EMLC | New | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $31,000 | – | 938 | +100.0% | 0.01% | – |
EIM | New | EATON VANCE MUN BD FD COMcef | $29,000 | – | 2,103 | +100.0% | 0.01% | – |
EOS | New | EATON VANCE ENHANCED EQUITY IN COMcef | $31,000 | – | 1,409 | +100.0% | 0.01% | – |
D | New | DOMINION ENERGY INC COMstock | $31,000 | – | 411 | +100.0% | 0.01% | – |
TRP | New | TC ENERGY CORP COMstock | $30,000 | – | 730 | +100.0% | 0.01% | – |
DHR | New | DANAHER CORPORATION COMstock | $30,000 | – | 135 | +100.0% | 0.01% | – |
BMO | New | BANK MONTREAL QUE COMstock | $30,000 | – | 397 | +100.0% | 0.01% | – |
CB | New | CHUBB LIMITED COMstock | $31,000 | – | 200 | +100.0% | 0.01% | – |
ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $29,000 | – | 400 | +100.0% | 0.01% | – |
CFG | New | CITIZENS FINL GROUP INC COMstock | $31,000 | – | 870 | +100.0% | 0.01% | – |
RVT | New | ROYCE VALUE TR INC COMcef | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC DEL COMstock | $32,000 | – | 2,348 | +100.0% | 0.01% | – |
NOBL | New | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $29,000 | – | 357 | +100.0% | 0.01% | – |
LSI | New | LIFE STORAGE INC COMreit | $30,000 | – | 250 | +100.0% | 0.01% | – |
CMS | New | CMS ENERGY CORP COMstock | $31,000 | – | 510 | +100.0% | 0.01% | – |
XBI | New | SPDR S&P BIOTECH ETFetf | $25,000 | – | 177 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC SHSstock | $26,000 | – | 100 | +100.0% | 0.01% | – |
BTA | New | BLACKROCK LONG-TERM MUNI ADVNT COMcef | $27,000 | – | 2,109 | +100.0% | 0.01% | – |
HNW | New | PIONEER DIVERSIFIED HIGH INCOM COMcef | $27,000 | – | 1,890 | +100.0% | 0.01% | – |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $28,000 | – | 668 | +100.0% | 0.01% | – |
SMLV | New | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $25,000 | – | 265 | +100.0% | 0.01% | – |
SCHC | New | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $27,000 | – | 707 | +100.0% | 0.01% | – |
EDD | New | MORGAN STANLEY EMERGING MKTS D COMcef | $26,000 | – | 4,181 | +100.0% | 0.01% | – |
PAYX | New | PAYCHEX INC COMstock | $28,000 | – | 300 | +100.0% | 0.01% | – |
DAL | New | DELTA AIR LINES INC DEL COM NEWstock | $25,000 | – | 629 | +100.0% | 0.01% | – |
FTHI | New | FIRST TRUST HIGH INCOME FUNDetf | $28,000 | – | 1,405 | +100.0% | 0.01% | – |
VRP | New | INVESCO VARIABLE RATE PREFERRED ETFetf | $28,000 | – | 1,096 | +100.0% | 0.01% | – |
OXY | New | OCCIDENTAL PETE CORP COMstock | $25,000 | – | 1,473 | +100.0% | 0.01% | – |
MKL | New | MARKEL CORP COMstock | $26,000 | – | 25 | +100.0% | 0.01% | – |
TDIV | New | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $26,000 | – | 530 | +100.0% | 0.01% | – |
PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $27,000 | – | 1,781 | +100.0% | 0.01% | – |
VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $27,000 | – | 494 | +100.0% | 0.01% | – |
VOO | New | VANGUARD S&P 500 ETFetf | $28,000 | – | 80 | +100.0% | 0.01% | – |
VOT | New | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $26,000 | – | 121 | +100.0% | 0.01% | – |
SBI | New | WESTERN ASSET INTER MUNI FD IN COMcef | $27,000 | – | 2,891 | +100.0% | 0.01% | – |
YUM | New | YUM BRANDS INC COMstock | $26,000 | – | 240 | +100.0% | 0.01% | – |
MET | New | METLIFE INC COMstock | $26,000 | – | 544 | +100.0% | 0.01% | – |
DWX | New | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $27,000 | – | 737 | +100.0% | 0.01% | – |
CWB | New | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $27,000 | – | 325 | +100.0% | 0.01% | – |
BIP | New | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $26,000 | – | 524 | +100.0% | 0.01% | – |
MDIV | New | MULTI-ASSET DIVERSIFIED INCOME INDEX FUNDetf | $23,000 | – | 1,550 | +100.0% | 0.01% | – |
XSLV | New | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $23,000 | – | 567 | +100.0% | 0.01% | – |
IRM | New | IRON MTN INC NEW COMreit | $22,000 | – | 750 | +100.0% | 0.01% | – |
IWB | New | ISHARES RUSSELL 1000 ETFetf | $24,000 | – | 115 | +100.0% | 0.01% | – |
CW | New | CURTISS WRIGHT CORP COMstock | $23,000 | – | 200 | +100.0% | 0.01% | – |
HDV | New | ISHARES CORE HIGH DIVIDEND ETFetf | $21,000 | – | 235 | +100.0% | 0.01% | – |
MSD | New | MORGAN STANLEY EMER MKTS DEBT COMcef | $24,000 | – | 2,542 | +100.0% | 0.01% | – |
JPC | New | NUVEEN PFD & INCOME OPPORTUNIT COMcef | $24,000 | – | 2,500 | +100.0% | 0.01% | – |
ISD | New | PGIM HIGH YIELD BOND FUND INC COMcef | $23,000 | – | 1,500 | +100.0% | 0.01% | – |
SPYD | New | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $21,000 | – | 627 | +100.0% | 0.01% | – |
LNT | New | ALLIANT ENERGY CORP COMstock | $21,000 | – | 400 | +100.0% | 0.01% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $22,000 | – | 540 | +100.0% | 0.01% | – |
WBS | New | WEBSTER FINL CORP CONN COMstock | $22,000 | – | 524 | +100.0% | 0.01% | – |
MTT | New | WESTERN ASSET MUN DEF OPP TR COMcef | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
ARKK | New | ARK INNOVATION ETFetf | $23,000 | – | 184 | +100.0% | 0.01% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD SHSstock | $24,000 | – | 112 | +100.0% | 0.01% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $24,000 | – | 265 | +100.0% | 0.01% | – |
CDK | New | CDK GLOBAL INC COMstock | $20,000 | – | 384 | +100.0% | 0.01% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $20,000 | – | 130 | +100.0% | 0.01% | – |
GOLD | New | BARRICK GOLD CORP COMstock | $20,000 | – | 875 | +100.0% | 0.01% | – |
TROW | New | PRICE T ROWE GROUP INC COMstock | $18,000 | – | 117 | +100.0% | 0.01% | – |
SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $20,000 | – | 218 | +100.0% | 0.01% | – |
BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $19,000 | – | 80 | +100.0% | 0.01% | – |
VBK | New | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $18,000 | – | 66 | +100.0% | 0.01% | – |
SAP | New | SAP SE SPON ADRadr | $20,000 | – | 150 | +100.0% | 0.01% | – |
FGD | New | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDetf | $18,000 | – | 838 | +100.0% | 0.01% | – |
GOF | New | GUGGENHEIM STRATEGIC OPPORTUN COM SBIcef | $20,000 | – | 1,050 | +100.0% | 0.01% | – |
ETSY | New | ETSY INC COMstock | $20,000 | – | 110 | +100.0% | 0.01% | – |
NBH | New | NEUBERGER BERMAN MUN FD INC COMcef | $20,000 | – | 1,345 | +100.0% | 0.01% | – |
LQDA | New | LIQUIDIA CORPORATION COM NEWstock | $18,000 | – | 5,942 | +100.0% | 0.01% | – |
LEN | New | LENNAR CORP CL Astock | $18,000 | – | 240 | +100.0% | 0.01% | – |
QRVO | New | QORVO INC COMstock | $20,000 | – | 120 | +100.0% | 0.01% | – |
HIO | New | WESTERN ASSET HIGH INCOME OPPO COMcef | $19,000 | – | 3,814 | +100.0% | 0.01% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $18,000 | – | 138 | +100.0% | 0.01% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $15,000 | – | 100 | +100.0% | 0.00% | – |
CI | New | CIGNA CORP NEW COMstock | $17,000 | – | 84 | +100.0% | 0.00% | – |
HMC | New | HONDA MOTOR LTD AMERN SHSadr | $16,000 | – | 578 | +100.0% | 0.00% | – |
XLU | New | UTILITIES SELECT SECTOR SPDR FUNDetf | $16,000 | – | 257 | +100.0% | 0.00% | – |
FE | New | FIRSTENERGY CORP COMstock | $14,000 | – | 456 | +100.0% | 0.00% | – |
OKE | New | ONEOK INC NEW COMstock | $15,000 | – | 397 | +100.0% | 0.00% | – |
EWU | New | ISHARES MSCI UNITED KINGDOM ETFetf | $16,000 | – | 534 | +100.0% | 0.00% | – |
EVV | New | EATON VANCE LTD DURATION INCOM COMcef | $14,000 | – | 1,118 | +100.0% | 0.00% | – |
XHS | New | SPDR S&P HEALTH CARE SERVICES ETFetf | $15,000 | – | 159 | +100.0% | 0.00% | – |
BKNG | New | BOOKING HOLDINGS INC COMstock | $16,000 | – | 7 | +100.0% | 0.00% | – |
VLT | New | INVESCO HIGH INCOME TR II COMcef | $15,000 | – | 1,083 | +100.0% | 0.00% | – |
DSU | New | BLACKROCK DEBT STRATEGIES FD I COM NEWcef | $17,000 | – | 1,585 | +100.0% | 0.00% | – |
OHI | New | OMEGA HEALTHCARE INVS INC COMreit | $16,000 | – | 430 | +100.0% | 0.00% | – |
NCV | New | VIRTUS ALLIANZGI CONVERTIBLE COMcef | $16,000 | – | 2,756 | +100.0% | 0.00% | – |
HYI | New | WESTERN ASSET HIGH YIELD DEFIN COMcef | $14,000 | – | 925 | +100.0% | 0.00% | – |
GDO | New | WESTERN ASSET GLOBAL CP DEFINE COMcef | $15,000 | – | 825 | +100.0% | 0.00% | – |
VNQI | New | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $17,000 | – | 307 | +100.0% | 0.00% | – |
VPL | New | VANGUARD FTSE PACIFIC ETFetf | $16,000 | – | 205 | +100.0% | 0.00% | – |
VPU | New | VANGUARD UTILITIES INDEX FUNDetf | $16,000 | – | 120 | +100.0% | 0.00% | – |
PFFD | New | GLOBAL X U.S. PREFERRED ETFetf | $17,000 | – | 650 | +100.0% | 0.00% | – |
HASI | New | HANNON ARMSTRONG SUST INFR CAP COMreit | $16,000 | – | 255 | +100.0% | 0.00% | – |
FAX | New | ABERDEEN ASIA-PACIFIC INCOME F COMcef | $16,000 | – | 3,700 | +100.0% | 0.00% | – |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $15,000 | – | 171 | +100.0% | 0.00% | – |
MINT | New | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $14,000 | – | 140 | +100.0% | 0.00% | – |
NVS | New | NOVARTIS AG SPONSORED ADRadr | $16,000 | – | 170 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC COMstock | $16,000 | – | 300 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HLDGS INC COMstock | $14,000 | – | 240 | +100.0% | 0.00% | – |
TCP | New | TC PIPELINES LP UT COM LTD PRTstock | $13,000 | – | 435 | +100.0% | 0.00% | – |
DUK | New | DUKE ENERGY CORP NEW COM NEWstock | $11,000 | – | 115 | +100.0% | 0.00% | – |
DD | New | DUPONT DE NEMOURS INC COMstock | $13,000 | – | 181 | +100.0% | 0.00% | – |
GUT | New | GABELLI UTIL TR COMcef | $12,000 | – | 1,500 | +100.0% | 0.00% | – |
AFB | New | ALLIANCEBERNSTEIN NATL MUN INM COMcef | $11,000 | – | 790 | +100.0% | 0.00% | – |
GIS | New | GENERAL MLS INC COMstock | $10,000 | – | 165 | +100.0% | 0.00% | – |
IONS | New | IONIS PHARMACEUTICALS INC COMstock | $11,000 | – | 200 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INC CL Astock | $12,000 | – | 190 | +100.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP COMstock | $11,000 | – | 115 | +100.0% | 0.00% | – |
BKLN | New | INVESCO SENIOR LOAN ETFetf | $12,000 | – | 536 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORS GOLD MINERS ETFetf | $11,000 | – | 300 | +100.0% | 0.00% | – |
FDUS | New | FIDUS INVT CORP COMcef | $13,000 | – | 995 | +100.0% | 0.00% | – |
AMLP | New | ALERIAN MLP ETFetf | $10,000 | – | 400 | +100.0% | 0.00% | – |
ILPT | New | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $13,000 | – | 566 | +100.0% | 0.00% | – |
DEM | New | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $11,000 | – | 270 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO COMstock | $12,000 | – | 341 | +100.0% | 0.00% | – |
EWX | New | SPDR S&P EMERGING MARKETS SMALL CAP ETFetf | $12,000 | – | 225 | +100.0% | 0.00% | – |
C | New | CITIGROUP INC COM NEWstock | $11,000 | – | 182 | +100.0% | 0.00% | – |
SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $10,000 | – | 215 | +100.0% | 0.00% | – |
ETN | New | EATON CORP PLC SHSstock | $13,000 | – | 110 | +100.0% | 0.00% | – |
JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $12,000 | – | 112 | +100.0% | 0.00% | – |
BFK | New | BLACKROCK MUN INCOME TR SH BEN INTcef | $10,000 | – | 625 | +100.0% | 0.00% | – |
SLV | New | ISHARES SILVER TRUSTetf | $10,000 | – | 400 | +100.0% | 0.00% | – |
IAT | New | ISHARES U.S. REGIONAL BANKS ETFetf | $11,000 | – | 245 | +100.0% | 0.00% | – |
BAX | New | BAXTER INTL INC COMstock | $11,000 | – | 136 | +100.0% | 0.00% | – |
AMCR | New | AMCOR PLC ORDstock | $12,000 | – | 978 | +100.0% | 0.00% | – |
LEO | New | BNY MELLON STRATEGIC MUNS INC COMcef | $13,000 | – | 1,500 | +100.0% | 0.00% | – |
PTON | New | PELOTON INTERACTIVE INC CL A COMstock | $11,000 | – | 75 | +100.0% | 0.00% | – |
AHH | New | ARMADA HOFFLER PPTYS INC COMreit | $11,000 | – | 1,007 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC COMstock | $13,000 | – | 345 | +100.0% | 0.00% | – |
COP | New | CONOCOPHILLIPS COMstock | $11,000 | – | 275 | +100.0% | 0.00% | – |
PENN | New | PENN NATL GAMING INC COMstock | $11,000 | – | 125 | +100.0% | 0.00% | – |
IDU | New | ISHARES U.S. UTILITIES ETFetf | $12,000 | – | 150 | +100.0% | 0.00% | – |
GGM | New | GUGGENHEIM CR ALLOCATION FD COMcef | $10,000 | – | 500 | +100.0% | 0.00% | – |
SPH | New | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $12,000 | – | 790 | +100.0% | 0.00% | – |
CVY | New | INVESCO ZACKS MULTI-ASSET INCOME ETFetf | $6,000 | – | 293 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COMstock | $8,000 | – | 102 | +100.0% | 0.00% | – |
SMB | New | VANECK VECTORS SHORT MUNI ETFetf | $8,000 | – | 459 | +100.0% | 0.00% | – |
MIDD | New | MIDDLEBY CORP COMstock | $9,000 | – | 66 | +100.0% | 0.00% | – |
TEF | New | TELEFONICA S A SPONSORED ADRadr | $6,000 | – | 1,607 | +100.0% | 0.00% | – |
NEA | New | NUVEEN AMT FREE QLTY MUN INCME COMcef | $6,000 | – | 430 | +100.0% | 0.00% | – |
THW | New | TEKLA WORLD HEALTHCARE FD BEN INT SHScef | $8,000 | – | 482 | +100.0% | 0.00% | – |
FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $8,000 | – | 143 | +100.0% | 0.00% | – |
MTUM | New | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $8,000 | – | 52 | +100.0% | 0.00% | – |
NTR | New | NUTRIEN LTD COMstock | $7,000 | – | 142 | +100.0% | 0.00% | – |
EHI | New | WESTERN ASSET GLOBAL HIGH INCO COMcef | $9,000 | – | 854 | +100.0% | 0.00% | – |
EVY | New | EATON VANCE NEW YORK MUN INCOM SH BEN INTcef | $7,000 | – | 525 | +100.0% | 0.00% | – |
NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $9,000 | – | 174 | +100.0% | 0.00% | – |
SPG | New | SIMON PPTY GROUP INC NEW COMreit | $7,000 | – | 85 | +100.0% | 0.00% | – |
ABB | New | ABB LTD SPONSORED ADRadr | $6,000 | – | 200 | +100.0% | 0.00% | – |
MPW | New | MEDICAL PPTYS TRUST INC COMreit | $7,000 | – | 305 | +100.0% | 0.00% | – |
GGT | New | GABELLI MULTIMEDIA TR INC COMcef | $6,000 | – | 700 | +100.0% | 0.00% | – |
VFC | New | V F CORP COMstock | $7,000 | – | 85 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $6,000 | – | 70 | +100.0% | 0.00% | – |
WEC | New | WEC ENERGY GROUP INC COMstock | $9,000 | – | 101 | +100.0% | 0.00% | – |
AMT | New | AMERICAN TOWER CORP NEW COMreit | $6,000 | – | 25 | +100.0% | 0.00% | – |
SON | New | SONOCO PRODS CO COMstock | $9,000 | – | 155 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC COMstock | $9,000 | – | 168 | +100.0% | 0.00% | – |
XHR | New | XENIA HOTELS & RESORTS INC COMreit | $6,000 | – | 376 | +100.0% | 0.00% | – |
JCE | New | NUVEEN CORE EQUITY ALPHA FD COMcef | $8,000 | – | 600 | +100.0% | 0.00% | – |
GFI | New | GOLD FIELDS LTD SPONSORED ADRadr | $6,000 | – | 634 | +100.0% | 0.00% | – |
FSLR | New | FIRST SOLAR INC COMstock | $9,000 | – | 95 | +100.0% | 0.00% | – |
NEM | New | NEWMONT CORP COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
ERC | New | WELLS FARGO ADV MULTI SCTR INC COMcef | $8,000 | – | 630 | +100.0% | 0.00% | – |
JRI | New | NUVEEN REAL ASSET INCOME & GRO COMcef | $6,000 | – | 422 | +100.0% | 0.00% | – |
PHK | New | PIMCO HIGH INCOME FD COM SHScef | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $7,000 | – | 420 | +100.0% | 0.00% | – |
ADM | New | ARCHER DANIELS MIDLAND CO COMstock | $6,000 | – | 115 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC COMstock | $8,000 | – | 209 | +100.0% | 0.00% | – |
AIF | New | APOLLO TACTICAL INCOME FD INC COMcef | $7,000 | – | 500 | +100.0% | 0.00% | – |
RGR | New | STURM RUGER & CO INC COMstock | $7,000 | – | 100 | +100.0% | 0.00% | – |
VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $7,000 | – | 134 | +100.0% | 0.00% | – |
CGO | New | CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INTcef | $6,000 | – | 430 | +100.0% | 0.00% | – |
XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $7,000 | – | 90 | +100.0% | 0.00% | – |
MPC | New | MARATHON PETE CORP COMstock | $6,000 | – | 145 | +100.0% | 0.00% | – |
UTG | New | REAVES UTIL INCOME FD COM SH BEN INTcef | $6,000 | – | 194 | +100.0% | 0.00% | – |
RF | New | REGIONS FINANCIAL CORP NEW COMstock | $9,000 | – | 582 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP COMstock | $6,000 | – | 140 | +100.0% | 0.00% | – |
INGR | New | INGREDION INC COMstock | $7,000 | – | 93 | +100.0% | 0.00% | – |
FRI | New | FIRST TRUST S&P REIT INDEX FUNDetf | $9,000 | – | 406 | +100.0% | 0.00% | – |
ERIC | New | ERICSSON ADR B SEK 10adr | $7,000 | – | 600 | +100.0% | 0.00% | – |
CHI | New | CALAMOS CONV OPPORTUNITIES & I SH BEN INTcef | $8,000 | – | 560 | +100.0% | 0.00% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $9,000 | – | 69 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INTL PLC SHSstock | $9,000 | – | 191 | +100.0% | 0.00% | – |
AEP | New | AMERICAN ELEC PWR CO INC COMstock | $8,000 | – | 100 | +100.0% | 0.00% | – |
TEI | New | TEMPLETON EMERGING MKTS INCOME COMcef | $6,000 | – | 805 | +100.0% | 0.00% | – |
HYB | New | NEW AMER HIGH INCOME FD INC COM NEWcef | $7,000 | – | 775 | +100.0% | 0.00% | – |
NVST | New | ENVISTA HOLDINGS CORPORATION COMstock | $8,000 | – | 234 | +100.0% | 0.00% | – |
HYT | New | BLACKROCK CORPOR HI YLD FD INC COMcef | $6,000 | – | 538 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $9,000 | – | 243 | +100.0% | 0.00% | – |
ESML | New | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $7,000 | – | 200 | +100.0% | 0.00% | – |
IIM | New | INVESCO VALUE MUN INCOME TR COMcef | $7,000 | – | 470 | +100.0% | 0.00% | – |
NKLA | New | NIKOLA CORP COMstock | $2,000 | – | 157 | +100.0% | 0.00% | – |
NLOK | New | NORTONLIFELOCK INC COMstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
CGC | New | CANOPY GROWTH CORP COMstock | $5,000 | – | 220 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORPORATION COMstock | $3,000 | – | 5 | +100.0% | 0.00% | – |
MUX | New | MCEWEN MNG INC COMstock | $5,000 | – | 5,000 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORP PAIRED CTFstock | $4,000 | – | 204 | +100.0% | 0.00% | – |
NXJ | New | NUVEEN NEW JERSEY QULT MUN FD COMcef | $4,000 | – | 295 | +100.0% | 0.00% | – |
JGH | New | NUVEEN GLOBAL HIGH INCOME FD SHScef | $5,000 | – | 350 | +100.0% | 0.00% | – |
OUSA | New | OSHARES U.S. QUALITY DIVIDEND ETFetf | $3,000 | – | 74 | +100.0% | 0.00% | – |
MNKD | New | MANNKIND CORP COM NEWstock | $4,000 | – | 1,142 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $4,000 | – | 6 | +100.0% | 0.00% | – |
MIC | New | MACQUARIE INFRASTRUCTURE CORP COMstock | $4,000 | – | 110 | +100.0% | 0.00% | – |
MCR | New | MFS CHARTER INCOME TR SH BEN INTcef | $5,000 | – | 580 | +100.0% | 0.00% | – |
MBI | New | MBIA INC COMstock | $4,000 | – | 580 | +100.0% | 0.00% | – |
BIPC | New | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $4,000 | – | 57 | +100.0% | 0.00% | – |
PKO | New | PIMCO INCOME OPPORTUNITY FD COMcef | $3,000 | – | 133 | +100.0% | 0.00% | – |
PCI | New | PIMCO DYNAMIC CR INCOME FD COM SHScef | $4,000 | – | 200 | +100.0% | 0.00% | – |
LCTX | New | LINEAGE CELL THERAPEUTICS INC COMstock | $3,000 | – | 1,775 | +100.0% | 0.00% | – |
PHD | New | PIONEER FLOATING RATE TR COMcef | $3,000 | – | 310 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC COMstock | $2,000 | – | 49 | +100.0% | 0.00% | – |
PEX | New | PROSHARES GLOBAL LISTED PRIVATE EQUITY ETFetf | $3,000 | – | 105 | +100.0% | 0.00% | – |
RLGY | New | REALOGY HLDGS CORP COMstock | $2,000 | – | 127 | +100.0% | 0.00% | – |
RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $2,000 | – | 46 | +100.0% | 0.00% | – |
RGLD | New | ROYAL GOLD INC COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
KKR | New | KKR & CO INC COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
BXMT | New | BLACKSTONE MTG TR INC COM CL Areit | $4,000 | – | 130 | +100.0% | 0.00% | – |
HEZU | New | Europe Stock (hedged)etf | $3,000 | – | 98 | +100.0% | 0.00% | – |
GAL | New | SPDR SSGA GLOBAL ALLOCATION ETFetf | $5,000 | – | 118 | +100.0% | 0.00% | – |
CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $3,000 | – | 210 | +100.0% | 0.00% | – |
BLE | New | BLACKROCK MUNI INCOME TR II COMcef | $4,000 | – | 265 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD COMstock | $5,000 | – | 220 | +100.0% | 0.00% | – |
MCI | New | BARINGS CORPORATE INVS COMcef | $3,000 | – | 249 | +100.0% | 0.00% | – |
BZUN | New | BAOZUN INC SPONSORED ADRadr | $2,000 | – | 65 | +100.0% | 0.00% | – |
CXP | New | COLUMBIA PPTY TR INC COM NEWreit | $5,000 | – | 352 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC COMstock | $2,000 | – | 200 | +100.0% | 0.00% | – |
SCHP | New | SCHWAB U.S. TIPS ETFetf | $4,000 | – | 63 | +100.0% | 0.00% | – |
XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $4,000 | – | 125 | +100.0% | 0.00% | – |
SVC | New | SERVICE PPTYS TR COM SH BEN INTreit | $3,000 | – | 220 | +100.0% | 0.00% | – |
SHOP | New | SHOPIFY INC CL Astock | $2,000 | – | 2 | +100.0% | 0.00% | – |
CEQP | New | CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNERstock | $2,000 | – | 118 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC COMstock | $5,000 | – | 30 | +100.0% | 0.00% | – |
SUN | New | SUNOCO LP COM UT REP LPstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
TMUS | New | T-MOBILE US INC COMstock | $5,000 | – | 37 | +100.0% | 0.00% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $2,000 | – | 14 | +100.0% | 0.00% | – |
TGB | New | TASEKO MINES LTD COMstock | $3,000 | – | 2,300 | +100.0% | 0.00% | – |
QQQE | New | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $4,000 | – | 47 | +100.0% | 0.00% | – |
DSL | New | DOUBLELINE INCOME SOLUTIONS FD COMcef | $4,000 | – | 215 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $3,000 | – | 302 | +100.0% | 0.00% | – |
EOG | New | EOG RES INC COMstock | $2,000 | – | 35 | +100.0% | 0.00% | – |
FM | New | ISHARES MSCI FRONTIER 100 FUNDetf | $3,000 | – | 119 | +100.0% | 0.00% | – |
DDD | New | 3-D SYS CORP DEL COM NEWstock | $2,000 | – | 148 | +100.0% | 0.00% | – |
TLRY | New | TILRAY INC COM CL 2stock | $2,000 | – | 250 | +100.0% | 0.00% | – |
TTE | New | TOTAL SE SPONSORED ADSadr | $4,000 | – | 98 | +100.0% | 0.00% | – |
KODK | New | EASTMAN KODAK CO COM NEWstock | $2,000 | – | 281 | +100.0% | 0.00% | – |
UFI | New | UNIFI INC COM NEWstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
HYEM | New | VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETFetf | $3,000 | – | 123 | +100.0% | 0.00% | – |
MLN | New | VANECK VECTORS LONG MUNI ETFetf | $5,000 | – | 236 | +100.0% | 0.00% | – |
EFR | New | EATON VANCE SR FLTNG RTE TR COMcef | $3,000 | – | 245 | +100.0% | 0.00% | – |
PSP | New | INVESCO GLOBAL LISTED PRIVATE EQUITY ETFetf | $4,000 | – | 285 | +100.0% | 0.00% | – |
VTR | New | VENTAS INC COMreit | $4,000 | – | 85 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO COMstock | $2,000 | – | 85 | +100.0% | 0.00% | – |
HPQ | New | HP INC COMstock | $3,000 | – | 133 | +100.0% | 0.00% | – |
VGI | New | VIRTUS GLOBAL MULTI-SECTOR INC COMcef | $3,000 | – | 250 | +100.0% | 0.00% | – |
VUZI | New | VUZIX CORP COM NEWstock | $5,000 | – | 600 | +100.0% | 0.00% | – |
WAB | New | WABTEC COMstock | $4,000 | – | 61 | +100.0% | 0.00% | – |
AWP | New | ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INTcef | $5,000 | – | 1,042 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS INC COMstock | $5,000 | – | 258 | +100.0% | 0.00% | – |
DTH | New | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf | $5,000 | – | 124 | +100.0% | 0.00% | – |
DXJ | New | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $3,000 | – | 54 | +100.0% | 0.00% | – |
QTEC | New | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $4,000 | – | 29 | +100.0% | 0.00% | – |
GLDM | New | SPDR GOLD MINISHARES TRUSTetf | $4,000 | – | 231 | +100.0% | 0.00% | – |
GNT | New | GAMCO NAT RES GOLD & INCOME TR SH BEN INTcef | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $2,000 | – | 5 | +100.0% | 0.00% | – |
ZNGA | New | ZYNGA INC CL Astock | $5,000 | – | 507 | +100.0% | 0.00% | – |
ATNI | New | ATN INTL INC COMstock | $3,000 | – | 65 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORP COMstock | $5,000 | – | 68 | +100.0% | 0.00% | – |
NAV | New | NAVISTAR INTL CORP NEW COMstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
NBO | New | NEUBERGER BRMAN NY MUNI FD INC COMcef | $5,000 | – | 445 | +100.0% | 0.00% | – |
VNT | New | VONTIER CORPORATION COMstock | $1,000 | – | 27 | +100.0% | 0.00% | – |
OSTK | New | OVERSTOCK COM INC DEL COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $0 | – | 19 | +100.0% | 0.00% | – |
SNN | New | SMITH & NEPHEW PLC SPDN ADR NEWadr | $1,000 | – | 27 | +100.0% | 0.00% | – |
OLLI | New | OLLIES BARGAIN OUTLET HLDGS IN COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
OPI | New | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $1,000 | – | 32 | +100.0% | 0.00% | – |
SHLX | New | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $0 | – | 29 | +100.0% | 0.00% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT INC COMreit | $1,000 | – | 120 | +100.0% | 0.00% | – |
CTVA | New | CORTEVA INC COMstock | $1,000 | – | 36 | +100.0% | 0.00% | – |
CAR | New | AVIS BUDGET GROUP COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
FOF | New | COHEN & STEERS CLOSED END OPPO COMcef | $1,000 | – | 41 | +100.0% | 0.00% | – |
FNDE | New | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $1,000 | – | 41 | +100.0% | 0.00% | – |
BSGM | New | BIOSIG TECHNOLOGIES INC COM NEWstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
NXPI | New | NXP SEMICONDUCTORS N V COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
JD | New | JD.COM INC SPON ADR CL Aadr | $1,000 | – | 10 | +100.0% | 0.00% | – |
CHL | New | CHINA MOBILE LIMITED SPONSORED ADRadr | $1,000 | – | 50 | +100.0% | 0.00% | – |
RAD | New | RITE AID CORP COMstock | $1,000 | – | 56 | +100.0% | 0.00% | – |
FRBK | New | REPUBLIC FIRST BANCORP INC COMstock | $0 | – | 117 | +100.0% | 0.00% | – |
MNKKQ | New | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | 64 | +100.0% | 0.00% | – |
GSAT | New | GLOBALSTAR INC COMstock | $1,000 | – | 1,500 | +100.0% | 0.00% | – |
GMOLQ | New | GENERAL MOLY INC COMstock | $0 | – | 2,000 | +100.0% | 0.00% | – |
BCC | New | BOISE CASCADE CO DEL COMstock | $1,000 | – | 21 | +100.0% | 0.00% | – |
BMYRT | New | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $0 | – | 150 | +100.0% | 0.00% | – |
DNOW | New | NOW INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
New | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 24 | +100.0% | 0.00% | – | |
MUR | New | MURPHY OIL CORP COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORP SPONSORED ADRadr | $1,000 | – | 256 | +100.0% | 0.00% | – |
WYND | New | WYNDHAM DESTINATIONS INC COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
WH | New | WYNDHAM HOTELS & RESORTS INC COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
LENB | New | LENNAR CORP CL Bstock | $0 | – | 3 | +100.0% | 0.00% | – |
XRX | New | XEROX HOLDINGS CORP COM NEWstock | $0 | – | 0 | +100.0% | 0.00% | – |
CLSN | New | CELSION CORP COM PAR NEWstock | $0 | – | 3 | +100.0% | 0.00% | – |
YETI | New | YETI HLDGS INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
PINS | New | PINTEREST INC CL Astock | $0 | – | 2 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC COMstock | $0 | – | 9 | +100.0% | 0.00% | – |
CCLP | New | CSI COMPRESSCO LP COM UNITstock | $1,000 | – | 725 | +100.0% | 0.00% | – |
OIBRC | New | OI SA SPONSORED ADR NEadr | $0 | – | 1 | +100.0% | 0.00% | – |
NEBLQ | New | NOBLE CORP PLC SHS USDstock | $0 | – | 3,728 | +100.0% | 0.00% | – |
HST | New | HOST HOTELS & RESORTS INC COMreit | $0 | – | 12 | +100.0% | 0.00% | – |
ADNT | New | ADIENT PLC ORD SHSstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
HLI | New | HOULIHAN LOKEY INC CL Astock | $0 | – | 4 | +100.0% | 0.00% | – |
AIGWS | New | AMERICAN INTL GROUP INC WT EXP 011921stock | $0 | – | 242 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC COMreit | $0 | – | 13 | +100.0% | 0.00% | – |
IAU | New | ISHARES COMEX GOLD TRUSTetf | $1,000 | – | 62 | +100.0% | 0.00% | – |
TDF | New | TEMPLETON DRAGON FD INC COMcef | $1,000 | – | 29 | +100.0% | 0.00% | – |
TRGP | New | TARGA RES CORP COMstock | $0 | – | 12 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $1,000 | – | 126 | +100.0% | 0.00% | – |
TAK | New | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $1,000 | – | 75 | +100.0% | 0.00% | – |
AMPY | New | AMPLIFY ENERGY CORP NEW COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
SYK | New | STRYKER CORPORATION COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
AA | New | ALCOA CORP COMstock | $1,000 | – | 55 | +100.0% | 0.00% | – |
AMD | New | ADVANCED MICRO DEVICES INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
CBAT | New | CBAK ENERGY TECHNOLOGY INC COMstock | $1,000 | – | 160 | +100.0% | 0.00% | – |
NVT | New | NVENT ELECTRIC PLC SHSstock | $1,000 | – | 47 | +100.0% | 0.00% | – |
HSBC | New | HSBC HLDGS PLC SPON ADR NEWadr | $1,000 | – | 28 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC COM CL Astock | $1,000 | – | 13 | +100.0% | 0.00% | – |
SFIX | New | STITCH FIX INC COM CL Astock | $1,000 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB U.S. LARGE-CAP GROWTH ETF | 1 | Q4 2020 | 13.5% |
SCHWAB U.S. LARGE-CAP VALUE ETF | 1 | Q4 2020 | 12.4% |
SCHWAB U.S. MID-CAP ETF | 1 | Q4 2020 | 10.5% |
SCHWAB US AGGREGATE BOND ETF | 1 | Q4 2020 | 10.1% |
SPDR MSCI ACWI EX-US ETF | 1 | Q4 2020 | 9.7% |
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | 1 | Q4 2020 | 6.3% |
SCHWAB U.S. SMALL-CAP ETF | 1 | Q4 2020 | 3.8% |
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF | 1 | Q4 2020 | 3.4% |
SCHWAB INTERNATIONAL EQUITY ETF | 1 | Q4 2020 | 2.5% |
ISHARES RUSSELL 1000 VALUE ETF | 1 | Q4 2020 | 2.3% |
View Reby Advisors, LLC's complete holdings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.