$161 Million is the total value of Retirement Group, LLC's 678 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $15,728,000 | – | 88,108 | +100.0% | 9.76% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $10,824,000 | – | 45,498 | +100.0% | 6.71% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $4,966,000 | – | 116,497 | +100.0% | 3.08% | – |
| CVX | New | CHEVRON CORP NEW | $4,931,000 | – | 55,267 | +100.0% | 3.06% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $4,924,000 | – | 100,238 | +100.0% | 3.05% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $4,664,000 | – | 90,133 | +100.0% | 2.89% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $4,414,000 | – | 14,254 | +100.0% | 2.74% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $4,370,000 | – | 17,649 | +100.0% | 2.71% | – |
| AMZN | New | AMAZON COM INC | $3,951,000 | – | 1,432 | +100.0% | 2.45% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $3,666,000 | – | 52,792 | +100.0% | 2.27% | – |
| XOM | New | EXXON MOBIL CORP | $3,629,000 | – | 81,144 | +100.0% | 2.25% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $3,029,000 | – | 14,990 | +100.0% | 1.88% | – |
| CAT | New | CATERPILLAR INC | $2,882,000 | – | 22,783 | +100.0% | 1.79% | – |
| ETV | New | EATON VANCE TAX-MANAGED BUY- | $2,695,000 | – | 190,892 | +100.0% | 1.67% | – |
| T | New | A T & T INC | $2,626,000 | – | 86,882 | +100.0% | 1.63% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,447,000 | – | 132,827 | +100.0% | 1.52% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,434,000 | – | 7,894 | +100.0% | 1.51% | – |
| AAPL | New | APPLE INC | $2,115,000 | – | 5,798 | +100.0% | 1.31% | – |
| NVDA | New | NVIDIA CORPORATION | $2,053,000 | – | 5,403 | +100.0% | 1.27% | – |
| CAPE | New | BARCLAYS BANK PLCipath shilr cape | $2,048,000 | – | 14,434 | +100.0% | 1.27% | – |
| MSFT | New | MICROSOFT CORP | $1,952,000 | – | 9,592 | +100.0% | 1.21% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,907,000 | – | 19,153 | +100.0% | 1.18% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $1,827,000 | – | 129,396 | +100.0% | 1.13% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,802,000 | – | 32,043 | +100.0% | 1.12% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,702,000 | – | 14,524 | +100.0% | 1.06% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $1,522,000 | – | 29,574 | +100.0% | 0.94% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,364,000 | – | 23,865 | +100.0% | 0.85% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $1,266,000 | – | 17,233 | +100.0% | 0.78% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $1,258,000 | – | 9,602 | +100.0% | 0.78% | – |
| IAGG | New | ISHARES TRcore intl aggr | $1,195,000 | – | 21,455 | +100.0% | 0.74% | – |
| USMV | New | ISHARES TRmsci usa min vol | $1,168,000 | – | 19,268 | +100.0% | 0.72% | – |
| JHMM | New | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,119,000 | – | 31,851 | +100.0% | 0.69% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,118,000 | – | 33,985 | +100.0% | 0.69% | – |
| SGOL | New | ABERDEEN STD GOLD ETF TR | $1,113,000 | – | 64,920 | +100.0% | 0.69% | – |
| SPSB | New | SPDR SER TRportfolio short | $1,050,000 | – | 33,506 | +100.0% | 0.65% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $966,000 | – | 24,905 | +100.0% | 0.60% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $962,000 | – | 6,143 | +100.0% | 0.60% | – |
| DGRO | New | ISHARES TRcore div grwth | $962,000 | – | 25,584 | +100.0% | 0.60% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $935,000 | – | 2,147 | +100.0% | 0.58% | – |
| ETB | New | EATON VANCE TAX MNGED BUY WR | $923,000 | – | 66,205 | +100.0% | 0.57% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $884,000 | – | 6,174 | +100.0% | 0.55% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $858,000 | – | 55,176 | +100.0% | 0.53% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $791,000 | – | 17,395 | +100.0% | 0.49% | – |
| SIVR | New | ABERDEEN STD SILVER ETF TR | $786,000 | – | 44,566 | +100.0% | 0.49% | – |
| IEMG | New | ISHARES INCcore msci emkt | $787,000 | – | 16,539 | +100.0% | 0.49% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $742,000 | – | 12,367 | +100.0% | 0.46% | – |
| PGHY | New | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $723,000 | – | 34,003 | +100.0% | 0.45% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $716,000 | – | 13,746 | +100.0% | 0.44% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $709,000 | – | 14,053 | +100.0% | 0.44% | – |
| DXCM | New | DEXCOM INC | $679,000 | – | 1,674 | +100.0% | 0.42% | – |
| PCEF | New | INVESCO EXCH TRADED FD TR II | $611,000 | – | 30,773 | +100.0% | 0.38% | – |
| PSX | New | PHILLIPS 66 | $597,000 | – | 8,302 | +100.0% | 0.37% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $587,000 | – | 4,363 | +100.0% | 0.36% | – |
| COP | New | CONOCOPHILLIPS | $573,000 | – | 13,636 | +100.0% | 0.36% | – |
| IGSB | New | ISHARES TR | $567,000 | – | 10,356 | +100.0% | 0.35% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $567,000 | – | 12,557 | +100.0% | 0.35% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $544,000 | – | 6,277 | +100.0% | 0.34% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $536,000 | – | 6,810 | +100.0% | 0.33% | – |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $529,000 | – | 12,198 | +100.0% | 0.33% | – |
| AFIN | New | AMERICAN FIN TR INC | $520,000 | – | 65,580 | +100.0% | 0.32% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $490,000 | – | 16,484 | +100.0% | 0.30% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $452,000 | – | 4,637 | +100.0% | 0.28% | – |
| PFF | New | ISHARES TRpfd and incm sec | $444,000 | – | 12,808 | +100.0% | 0.28% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $442,000 | – | 1,495 | +100.0% | 0.27% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $441,000 | – | 2,480 | +100.0% | 0.27% | – |
| FB | New | FACEBOOK INCcl a | $426,000 | – | 1,877 | +100.0% | 0.26% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $415,000 | – | 6,275 | +100.0% | 0.26% | – |
| BYND | New | BEYOND MEAT INC | $415,000 | – | 3,101 | +100.0% | 0.26% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $406,000 | – | 4,054 | +100.0% | 0.25% | – |
| O | New | REALTY INCOME CORP | $396,000 | – | 6,660 | +100.0% | 0.25% | – |
| BX | New | BLACKSTONE GROUP INC | $391,000 | – | 6,906 | +100.0% | 0.24% | – |
| HON | New | HONEYWELL INTL INC | $391,000 | – | 2,707 | +100.0% | 0.24% | – |
| RDIV | New | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $386,000 | – | 14,015 | +100.0% | 0.24% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $380,000 | – | 7,578 | +100.0% | 0.24% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $377,000 | – | 8,781 | +100.0% | 0.23% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $368,000 | – | 10,027 | +100.0% | 0.23% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $357,000 | – | 10,134 | +100.0% | 0.22% | – |
| TFC | New | TRUIST FINL CORP | $354,000 | – | 9,421 | +100.0% | 0.22% | – |
| V | New | VISA INC | $352,000 | – | 1,821 | +100.0% | 0.22% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $349,000 | – | 7,917 | +100.0% | 0.22% | – |
| VLUE | New | ISHARES TRmsci usa value | $344,000 | – | 4,754 | +100.0% | 0.21% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $339,000 | – | 6,291 | +100.0% | 0.21% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $318,000 | – | 2,636 | +100.0% | 0.20% | – |
| AMD | New | ADVANCED MICRO DEVIC | $314,000 | – | 5,962 | +100.0% | 0.20% | – |
| VEEV | New | VEEVA SYS INC | $312,000 | – | 1,329 | +100.0% | 0.19% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $304,000 | – | 9,228 | +100.0% | 0.19% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $292,000 | – | 2,955 | +100.0% | 0.18% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $285,000 | – | 43,150 | +100.0% | 0.18% | – |
| SPHY | New | SPDR SER TRportfli high yld | $280,000 | – | 11,411 | +100.0% | 0.17% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $277,000 | – | 9,082 | +100.0% | 0.17% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $275,000 | – | 5,328 | +100.0% | 0.17% | – |
| SHAG | New | WISDOMTREE TRyield enhanced | $266,000 | – | 5,156 | +100.0% | 0.16% | – |
| DVY | New | ISHARES TRselect divid etf | $263,000 | – | 3,261 | +100.0% | 0.16% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $260,000 | – | 457 | +100.0% | 0.16% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $258,000 | – | 4,270 | +100.0% | 0.16% | – |
| PODD | New | INSULET CORP | $257,000 | – | 1,323 | +100.0% | 0.16% | – |
| BA | New | BOEING CO | $252,000 | – | 1,376 | +100.0% | 0.16% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $250,000 | – | 3,060 | +100.0% | 0.16% | – |
| VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $247,000 | – | 10,040 | +100.0% | 0.15% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $245,000 | – | 4,452 | +100.0% | 0.15% | – |
| PCG | New | PG&E CORP | $242,000 | – | 27,310 | +100.0% | 0.15% | – |
| NKE | New | NIKE INCcl b | $237,000 | – | 2,422 | +100.0% | 0.15% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $229,000 | – | 4,353 | +100.0% | 0.14% | – |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $222,000 | – | 3,884 | +100.0% | 0.14% | – |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $223,000 | – | 9,499 | +100.0% | 0.14% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $219,000 | – | 155 | +100.0% | 0.14% | – |
| DIS | New | WALT DISNEY CO | $217,000 | – | 1,950 | +100.0% | 0.14% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $212,000 | – | 6,669 | +100.0% | 0.13% | – |
| PLD | New | PROLOGIS INC. | $201,000 | – | 2,151 | +100.0% | 0.12% | – |
| SLV | New | ISHARES SILVER TRishares | $199,000 | – | 11,703 | +100.0% | 0.12% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $193,000 | – | 136 | +100.0% | 0.12% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $191,000 | – | 1,765 | +100.0% | 0.12% | – |
| LUV | New | SOUTHWEST AIRLS CO | $190,000 | – | 5,562 | +100.0% | 0.12% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $189,000 | – | 2,553 | +100.0% | 0.12% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $184,000 | – | 9,435 | +100.0% | 0.11% | – |
| IGHG | New | PROSHARES TRinvt int rt hg | $181,000 | – | 2,559 | +100.0% | 0.11% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $179,000 | – | 10,000 | +100.0% | 0.11% | – |
| ESCR | New | DBX ETF TRxtrck blombrg ba | $176,000 | – | 7,901 | +100.0% | 0.11% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $171,000 | – | 2,908 | +100.0% | 0.11% | – |
| MUB | New | ISHARES TRnational mun etf | $170,000 | – | 1,470 | +100.0% | 0.10% | – |
| YYY | New | AMPLIFY ETF TR | $169,000 | – | 11,779 | +100.0% | 0.10% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $169,000 | – | 637 | +100.0% | 0.10% | – |
| LMT | New | LOCKHEED MARTIN CORP | $167,000 | – | 459 | +100.0% | 0.10% | – |
| OGIG | New | OSI ETF TR | $166,000 | – | 4,376 | +100.0% | 0.10% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $161,000 | – | 1,541 | +100.0% | 0.10% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $161,000 | – | 2,150 | +100.0% | 0.10% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $162,000 | – | 528 | +100.0% | 0.10% | – |
| VER | New | VEREIT INC | $158,000 | – | 24,512 | +100.0% | 0.10% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $157,000 | – | 8,635 | +100.0% | 0.10% | – |
| JNJ | New | JOHNSON & JOHNSON | $153,000 | – | 1,091 | +100.0% | 0.10% | – |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $152,000 | – | 2,471 | +100.0% | 0.09% | – |
| WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $148,000 | – | 2,801 | +100.0% | 0.09% | – |
| IGBH | New | ISHARES U S ETF TRint rt hd long | $147,000 | – | 6,532 | +100.0% | 0.09% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $145,000 | – | 4,284 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES INC | $143,000 | – | 1,165 | +100.0% | 0.09% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $143,000 | – | 1,624 | +100.0% | 0.09% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $142,000 | – | 5,823 | +100.0% | 0.09% | – |
| FSK | New | FS KKR CAPITAL CORP | $141,000 | – | 10,104 | +100.0% | 0.09% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $139,000 | – | 2,656 | +100.0% | 0.09% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $139,000 | – | 1,450 | +100.0% | 0.09% | – |
| DLR | New | DIGITAL RLTY TR INC | $139,000 | – | 976 | +100.0% | 0.09% | – |
| TSLA | New | TESLA INC | $135,000 | – | 125 | +100.0% | 0.08% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $136,000 | – | 488 | +100.0% | 0.08% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $132,000 | – | 3,189 | +100.0% | 0.08% | – |
| SDY | New | SPDR SER TRs&p divid etf | $123,000 | – | 1,345 | +100.0% | 0.08% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $119,000 | – | 1,162 | +100.0% | 0.07% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $119,000 | – | 4,407 | +100.0% | 0.07% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $117,000 | – | 4,380 | +100.0% | 0.07% | – |
| GHYG | New | ISHARES INCus intl hgh yld | $118,000 | – | 2,544 | +100.0% | 0.07% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $116,000 | – | 1,479 | +100.0% | 0.07% | – |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $114,000 | – | 1,265 | +100.0% | 0.07% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $115,000 | – | 2,201 | +100.0% | 0.07% | – |
| GE | New | GENERAL ELECTRIC CO | $112,000 | – | 16,366 | +100.0% | 0.07% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $111,000 | – | 4,050 | +100.0% | 0.07% | – |
| BAC | New | BK OF AMERICA CORP | $111,000 | – | 4,677 | +100.0% | 0.07% | – |
| DKNG | New | DRAFTKINGS INC | $111,000 | – | 3,344 | +100.0% | 0.07% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $110,000 | – | 1,880 | +100.0% | 0.07% | – |
| HD | New | HOME DEPOT INC | $107,000 | – | 425 | +100.0% | 0.07% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $105,000 | – | 1,915 | +100.0% | 0.06% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $105,000 | – | 664 | +100.0% | 0.06% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $105,000 | – | 1,820 | +100.0% | 0.06% | – |
| WMT | New | WALMART INC | $103,000 | – | 860 | +100.0% | 0.06% | – |
| PFE | New | PFIZER INC | $103,000 | – | 3,158 | +100.0% | 0.06% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $101,000 | – | 1,553 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $100,000 | – | 6,566 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC | $100,000 | – | 2,552 | +100.0% | 0.06% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $100,000 | – | 3,478 | +100.0% | 0.06% | – |
| USO | New | UNITED STS OIL FD LPunits | $99,000 | – | 3,524 | +100.0% | 0.06% | – |
| IEV | New | ISHARES TReurope etf | $95,000 | – | 2,344 | +100.0% | 0.06% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $95,000 | – | 6,639 | +100.0% | 0.06% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $95,000 | – | 896 | +100.0% | 0.06% | – |
| GLD | New | SPDR GOLD TR | $95,000 | – | 567 | +100.0% | 0.06% | – |
| INTC | New | INTEL CORP | $94,000 | – | 1,566 | +100.0% | 0.06% | – |
| LOW | New | LOWES COS INC | $93,000 | – | 688 | +100.0% | 0.06% | – |
| COR | New | CORESITE RLTY CORP | $92,000 | – | 757 | +100.0% | 0.06% | – |
| AGG | New | ISHARES TRcore us aggbd et | $92,000 | – | 781 | +100.0% | 0.06% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $91,000 | – | 1,810 | +100.0% | 0.06% | – |
| TIP | New | ISHARES TRtips bd etf | $91,000 | – | 743 | +100.0% | 0.06% | – |
| MCD | New | MCDONALDS CORP | $89,000 | – | 485 | +100.0% | 0.06% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $88,000 | – | 2,320 | +100.0% | 0.06% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $85,000 | – | 1,711 | +100.0% | 0.05% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $85,000 | – | 717 | +100.0% | 0.05% | – |
| FIBR | New | ISHARES TRu.s. fixed incme | $85,000 | – | 835 | +100.0% | 0.05% | – |
| IBDU | New | ISHARES TRibonds dec 29 | $86,000 | – | 3,201 | +100.0% | 0.05% | – |
| PYPL | New | PAYPAL HLDGS INC | $85,000 | – | 489 | +100.0% | 0.05% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $86,000 | – | 4,270 | +100.0% | 0.05% | – |
| XBI | New | SPDR SER TRs&p biotech | $84,000 | – | 754 | +100.0% | 0.05% | – |
| SHOP | New | SHOPIFY INCcl a | $84,000 | – | 88 | +100.0% | 0.05% | – |
| GNL | New | GLOBAL NET LEASE INC | $84,000 | – | 4,999 | +100.0% | 0.05% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $82,000 | – | 2,280 | +100.0% | 0.05% | – |
| IYLD | New | ISHARES TRmrngstr inc etf | $82,000 | – | 3,696 | +100.0% | 0.05% | – |
| IBMQ | New | ISHARES TRibonds dec 28 | $82,000 | – | 3,045 | +100.0% | 0.05% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $81,000 | – | 3,287 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $80,000 | – | 1,092 | +100.0% | 0.05% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $80,000 | – | 2,005 | +100.0% | 0.05% | – |
| ED | New | CONSOLIDATED EDISON INC | $80,000 | – | 1,109 | +100.0% | 0.05% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $81,000 | – | 1,615 | +100.0% | 0.05% | – |
| MU | New | MICRON TECHNOLOGY INC | $79,000 | – | 1,533 | +100.0% | 0.05% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $77,000 | – | 467 | +100.0% | 0.05% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $75,000 | – | 360 | +100.0% | 0.05% | – |
| IIGV | New | INVESCO EXCHNG TRAD SLF INDEinvt grad valu | $76,000 | – | 2,716 | +100.0% | 0.05% | – |
| ILTB | New | ISHARES TRcore lt usdb etf | $76,000 | – | 1,019 | +100.0% | 0.05% | – |
| IGEB | New | ISHARES TRedge invt grde | $76,000 | – | 1,403 | +100.0% | 0.05% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $74,000 | – | 70 | +100.0% | 0.05% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $74,000 | – | 726 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $72,000 | – | 1,534 | +100.0% | 0.04% | – |
| MCC | New | MEDLEY CAP CORP | $72,000 | – | 93,662 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $69,000 | – | 442 | +100.0% | 0.04% | – |
| AEE | New | AMEREN CORP | $70,000 | – | 994 | +100.0% | 0.04% | – |
| IXN | New | ISHARES TRglobal tech etf | $67,000 | – | 283 | +100.0% | 0.04% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $67,000 | – | 1,717 | +100.0% | 0.04% | – |
| IRM | New | IRON MTN INC NEW | $67,000 | – | 2,576 | +100.0% | 0.04% | – |
| MRK | New | MERCK & CO. INC | $67,000 | – | 870 | +100.0% | 0.04% | – |
| TRNO | New | TERRENO REALTY CORP | $64,000 | – | 1,208 | +100.0% | 0.04% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $62,000 | – | 500 | +100.0% | 0.04% | – |
| HYEM | New | VANECK VECTORS ETF TRemerging mkts hi | $61,000 | – | 2,735 | +100.0% | 0.04% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $59,000 | – | 2,538 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $60,000 | – | 279 | +100.0% | 0.04% | – |
| EQIX | New | EQUINIX INC | $60,000 | – | 86 | +100.0% | 0.04% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $59,000 | – | 600 | +100.0% | 0.04% | – |
| XRLV | New | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $59,000 | – | 1,659 | +100.0% | 0.04% | – |
| SR | New | SPIRE INC | $57,000 | – | 860 | +100.0% | 0.04% | – |
| AMAT | New | APPLIED MATLS INC | $57,000 | – | 939 | +100.0% | 0.04% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $55,000 | – | 572 | +100.0% | 0.03% | – |
| SIZE | New | ISHARES TRmsci usa sze ft | $53,000 | – | 604 | +100.0% | 0.03% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $54,000 | – | 614 | +100.0% | 0.03% | – |
| DON | New | WISDOMTREE TRus midcap divid | $52,000 | – | 1,840 | +100.0% | 0.03% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $51,000 | – | 1,019 | +100.0% | 0.03% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $52,000 | – | 1,920 | +100.0% | 0.03% | – |
| ETY | New | EATON VANCE TAX-MANAGED DIVE | $52,000 | – | 4,816 | +100.0% | 0.03% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $51,000 | – | 6,882 | +100.0% | 0.03% | – |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $51,000 | – | 620 | +100.0% | 0.03% | – |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $50,000 | – | 1,772 | +100.0% | 0.03% | – |
| CRM | New | SALESFORCE COM INC | $48,000 | – | 257 | +100.0% | 0.03% | – |
| ETW | New | EATON VANCE TAX-MANAGED GLOB | $49,000 | – | 5,675 | +100.0% | 0.03% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $49,000 | – | 2,050 | +100.0% | 0.03% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $49,000 | – | 1,053 | +100.0% | 0.03% | – |
| REET | New | ISHARES TRglobal reit etf | $49,000 | – | 2,363 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $48,000 | – | 1,327 | +100.0% | 0.03% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $49,000 | – | 291 | +100.0% | 0.03% | – |
| HYHG | New | PROSHARES TRhgh yld int rate | $46,000 | – | 785 | +100.0% | 0.03% | – |
| F | New | FORD MTR CO DEL | $46,000 | – | 7,542 | +100.0% | 0.03% | – |
| FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $46,000 | – | 1,500 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $46,000 | – | 662 | +100.0% | 0.03% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $45,000 | – | 1,887 | +100.0% | 0.03% | – |
| MDT | New | MEDTRONIC PLC | $45,000 | – | 490 | +100.0% | 0.03% | – |
| INDS | New | PACER FDS TRbnchmrk indstr | $45,000 | – | 1,420 | +100.0% | 0.03% | – |
| EGP | New | EASTGROUP PPTYS INC | $44,000 | – | 370 | +100.0% | 0.03% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $43,000 | – | 260 | +100.0% | 0.03% | – |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $44,000 | – | 1,050 | +100.0% | 0.03% | – |
| COST | New | COSTCO WHSL CORP NEW | $44,000 | – | 145 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $43,000 | – | 262 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $44,000 | – | 347 | +100.0% | 0.03% | – |
| FSKR | New | FS KKR CAP CORP II | $42,000 | – | 3,272 | +100.0% | 0.03% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $42,000 | – | 857 | +100.0% | 0.03% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $40,000 | – | 416 | +100.0% | 0.02% | – |
| RZV | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $40,000 | – | 846 | +100.0% | 0.02% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $40,000 | – | 1,500 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP | $40,000 | – | 282 | +100.0% | 0.02% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $39,000 | – | 1,430 | +100.0% | 0.02% | – |
| DJD | New | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $39,000 | – | 1,166 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $39,000 | – | 363 | +100.0% | 0.02% | – |
| IYW | New | ISHARES TRu.s. tech etf | $39,000 | – | 143 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $38,000 | – | 959 | +100.0% | 0.02% | – |
| DHR | New | DANAHER CORPORATION | $38,000 | – | 215 | +100.0% | 0.02% | – |
| IXP | New | ISHARES TR | $37,000 | – | 598 | +100.0% | 0.02% | – |
| ESGN | New | COLUMBIA ETF TR Isustnble intl | $36,000 | – | 1,696 | +100.0% | 0.02% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $35,000 | – | 463 | +100.0% | 0.02% | – |
| VMW | New | VMWARE INC | $36,000 | – | 236 | +100.0% | 0.02% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $34,000 | – | 3,300 | +100.0% | 0.02% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $34,000 | – | 509 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $32,000 | – | 250 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $32,000 | – | 599 | +100.0% | 0.02% | – |
| NEE | New | NEXTERA ENERGY INC | $32,000 | – | 131 | +100.0% | 0.02% | – |
| LRCX | New | LAM RESEARCH CORP | $32,000 | – | 98 | +100.0% | 0.02% | – |
| PLUG | New | PLUG POWER INC | $33,000 | – | 4,000 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $33,000 | – | 585 | +100.0% | 0.02% | – |
| USB | New | US BANCORP DEL | $31,000 | – | 841 | +100.0% | 0.02% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $31,000 | – | 258 | +100.0% | 0.02% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $31,000 | – | 792 | +100.0% | 0.02% | – |
| CTXS | New | CITRIX SYS INC | $30,000 | – | 200 | +100.0% | 0.02% | – |
| EMHY | New | ISHARES INCjp mrgn em hi bd | $30,000 | – | 695 | +100.0% | 0.02% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $30,000 | – | 652 | +100.0% | 0.02% | – |
| STAG | New | STAG INDL INC | $28,000 | – | 966 | +100.0% | 0.02% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $28,000 | – | 199 | +100.0% | 0.02% | – |
| JPM | New | JPMORGAN CHASE & CO | $28,000 | – | 300 | +100.0% | 0.02% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $28,000 | – | 547 | +100.0% | 0.02% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $28,000 | – | 422 | +100.0% | 0.02% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $28,000 | – | 1,001 | +100.0% | 0.02% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $28,000 | – | 186 | +100.0% | 0.02% | – |
| HAL | New | HALLIBURTON CO | $27,000 | – | 2,095 | +100.0% | 0.02% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $27,000 | – | 650 | +100.0% | 0.02% | – |
| CACI | New | CACI INTL INCcl a | $26,000 | – | 119 | +100.0% | 0.02% | – |
| UNM | New | UNUM GROUP | $25,000 | – | 1,000 | +100.0% | 0.02% | – |
| XPO | New | XPO LOGISTICS INC | $25,000 | – | 327 | +100.0% | 0.02% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $26,000 | – | 519 | +100.0% | 0.02% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $25,000 | – | 1,177 | +100.0% | 0.02% | – |
| FISV | New | FISERV INC | $25,000 | – | 260 | +100.0% | 0.02% | – |
| NTAP | New | NETAPP INC | $25,000 | – | 567 | +100.0% | 0.02% | – |
| WMWXF | New | VANECK VECTORS ETF TRmorningstar wide | $24,000 | – | 812 | +100.0% | 0.02% | – |
| ABBV | New | ABBVIE INC | $24,000 | – | 246 | +100.0% | 0.02% | – |
| TGT | New | TARGET CORP | $24,000 | – | 199 | +100.0% | 0.02% | – |
| BP | New | BP PLCsponsored adr | $22,000 | – | 948 | +100.0% | 0.01% | – |
| PSK | New | SPDR SER TRwells fg pfd etf | $22,000 | – | 514 | +100.0% | 0.01% | – |
| AIA | New | ISHARES TRasia 50 etf | $23,000 | – | 354 | +100.0% | 0.01% | – |
| CN | New | DBX ETF TRxtrack msci chna | $22,000 | – | 618 | +100.0% | 0.01% | – |
| CONE | New | CYRUSONE INC | $22,000 | – | 296 | +100.0% | 0.01% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $22,000 | – | 1,658 | +100.0% | 0.01% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $23,000 | – | 386 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $22,000 | – | 108 | +100.0% | 0.01% | – |
| RNLX | New | RENALYTIX AI PLCads | $21,000 | – | 3,150 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $21,000 | – | 123 | +100.0% | 0.01% | – |
| SRET | New | GLOBAL X FDSreit etf | $21,000 | – | 2,725 | +100.0% | 0.01% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $21,000 | – | 376 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $20,000 | – | 597 | +100.0% | 0.01% | – |
| HGLB | New | HIGHLAND GLOBAL ALLOCATION F | $20,000 | – | 3,179 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $20,000 | – | 202 | +100.0% | 0.01% | – |
| APTS | New | PREFERRED APT CMNTYS INC | $19,000 | – | 2,440 | +100.0% | 0.01% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $20,000 | – | 1,388 | +100.0% | 0.01% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $19,000 | – | 231 | +100.0% | 0.01% | – |
| RPAI | New | RETAIL PPTYS AMER INCcl a | $19,000 | – | 2,580 | +100.0% | 0.01% | – |
| FR | New | FIRST INDL RLTY TR INC | $20,000 | – | 516 | +100.0% | 0.01% | – |
| GAL | New | SSGA ACTIVE ETF TRglobl allo etf | $19,000 | – | 512 | +100.0% | 0.01% | – |
| IGLB | New | ISHARES TR10+ yr invst grd | $17,000 | – | 247 | +100.0% | 0.01% | – |
| KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $17,000 | – | 870 | +100.0% | 0.01% | – |
| GOLF | New | ACUSHNET HOLDINGS CORP | $17,000 | – | 500 | +100.0% | 0.01% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $17,000 | – | 507 | +100.0% | 0.01% | – |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $17,000 | – | 174 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC | $17,000 | – | 127 | +100.0% | 0.01% | – |
| APTV | New | APTIV PLC | $17,000 | – | 213 | +100.0% | 0.01% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $18,000 | – | 177 | +100.0% | 0.01% | – |
| GWW | New | GRAINGER W W INC | $18,000 | – | 59 | +100.0% | 0.01% | – |
| CODI | New | COMPASS DIVERSIFIEDsh ben int | $16,000 | – | 901 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $16,000 | – | 535 | +100.0% | 0.01% | – |
| REXR | New | REXFORD INDL RLTY INC | $16,000 | – | 393 | +100.0% | 0.01% | – |
| JETS | New | JETBLUE AWYS CORP | $16,000 | – | 959 | +100.0% | 0.01% | – |
| SYK | New | STRYKER CORPORATION | $16,000 | – | 89 | +100.0% | 0.01% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $16,000 | – | 514 | +100.0% | 0.01% | – |
| FTNT | New | FORTINET INC | $16,000 | – | 114 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $16,000 | – | 190 | +100.0% | 0.01% | – |
| NTRS | New | NORTHERN TR CORP | $16,000 | – | 207 | +100.0% | 0.01% | – |
| WRK | New | WESTROCK CO | $14,000 | – | 500 | +100.0% | 0.01% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $14,000 | – | 2,000 | +100.0% | 0.01% | – |
| IBDD | New | ISHARES TRibonds mar23 etf | $14,000 | – | 497 | +100.0% | 0.01% | – |
| INTF | New | ISHARES TRmsci intl multft | $14,000 | – | 619 | +100.0% | 0.01% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $14,000 | – | 548 | +100.0% | 0.01% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $14,000 | – | 544 | +100.0% | 0.01% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $15,000 | – | 553 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $14,000 | – | 225 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $15,000 | – | 263 | +100.0% | 0.01% | – |
| IXC | New | ISHARES TRglobal energ etf | $15,000 | – | 775 | +100.0% | 0.01% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $14,000 | – | 507 | +100.0% | 0.01% | – |
| PG | New | PROCTER AND GAMBLE CO | $15,000 | – | 128 | +100.0% | 0.01% | – |
| EMLC | New | VANECK VECTORS ETF TRuranium nuclear | $14,000 | – | 455 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $14,000 | – | 134 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $14,000 | – | 203 | +100.0% | 0.01% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $14,000 | – | 385 | +100.0% | 0.01% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $14,000 | – | 393 | +100.0% | 0.01% | – |
| GNTX | New | GENTEX CORP | $15,000 | – | 587 | +100.0% | 0.01% | – |
| UAA | New | UNDER ARMOUR INCcl a | $14,000 | – | 1,450 | +100.0% | 0.01% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FD | $13,000 | – | 2,372 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $13,000 | – | 159 | +100.0% | 0.01% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $13,000 | – | 500 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $13,000 | – | 206 | +100.0% | 0.01% | – |
| XLNX | New | XILINX INC | $12,000 | – | 121 | +100.0% | 0.01% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $12,000 | – | 252 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $12,000 | – | 298 | +100.0% | 0.01% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $11,000 | – | 250 | +100.0% | 0.01% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $12,000 | – | 93 | +100.0% | 0.01% | – |
| LUMN | New | CENTURYLINK INC | $12,000 | – | 1,229 | +100.0% | 0.01% | – |
| TMDV | New | PROSHARES TRrussell us div | $12,000 | – | 325 | +100.0% | 0.01% | – |
| BBC | New | ETFIS SER TR Ivirtus lifesc ct | $11,000 | – | 250 | +100.0% | 0.01% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $11,000 | – | 92 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $12,000 | – | 162 | +100.0% | 0.01% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $12,000 | – | 1,000 | +100.0% | 0.01% | – |
| ITA | New | ISHARES TRus aer def etf | $11,000 | – | 64 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC | $12,000 | – | 45 | +100.0% | 0.01% | – |
| PSB | New | PS BUSINESS PKS INC CALIF | $12,000 | – | 90 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $11,000 | – | 51 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $11,000 | – | 116 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO | $11,000 | – | 129 | +100.0% | 0.01% | – |
| DDT | New | DILLARDS INCcl a | $12,000 | – | 600 | +100.0% | 0.01% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $12,000 | – | 55 | +100.0% | 0.01% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $10,000 | – | 104 | +100.0% | 0.01% | – |
| DWFI | New | SPDR SER TRdorsey wrgt fi | $10,000 | – | 450 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $9,000 | – | 113 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $10,000 | – | 172 | +100.0% | 0.01% | – |
| SNLN | New | HIGHLAND FDS Ihi ld iboxx srln | $10,000 | – | 633 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $10,000 | – | 26 | +100.0% | 0.01% | – |
| PFXF | New | VANECK VECTORS ETF TRpfd secs ex finl | $9,000 | – | 500 | +100.0% | 0.01% | – |
| ESHY | New | DBX ETF TRxtrck jp mrg esg | $10,000 | – | 500 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $10,000 | – | 67 | +100.0% | 0.01% | – |
| BIDU | New | BAIDU INCspon adr rep a | $10,000 | – | 84 | +100.0% | 0.01% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $9,000 | – | 323 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $10,000 | – | 390 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $9,000 | – | 33 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $9,000 | – | 186 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $9,000 | – | 138 | +100.0% | 0.01% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $10,000 | – | 168 | +100.0% | 0.01% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $8,000 | – | 225 | +100.0% | 0.01% | – |
| NEO | New | NEOGENOMICS INC | $8,000 | – | 250 | +100.0% | 0.01% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $8,000 | – | 41 | +100.0% | 0.01% | – |
| GIS | New | GENERAL MLS INC | $8,000 | – | 129 | +100.0% | 0.01% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $8,000 | – | 70 | +100.0% | 0.01% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $8,000 | – | 192 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO | $8,000 | – | 147 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $8,000 | – | 143 | +100.0% | 0.01% | – |
| IDV | New | ISHARES TRintl sel div etf | $8,000 | – | 300 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER LP | $8,000 | – | 1,165 | +100.0% | 0.01% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $8,000 | – | 91 | +100.0% | 0.01% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $8,000 | – | 100 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $6,000 | – | 351 | +100.0% | 0.00% | – |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $6,000 | – | 65 | +100.0% | 0.00% | – |
| URTH | New | ISHARES INCmsci world etf | $7,000 | – | 75 | +100.0% | 0.00% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $6,000 | – | 107 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $6,000 | – | 40 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $6,000 | – | 23 | +100.0% | 0.00% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $7,000 | – | 184 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $6,000 | – | 119 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $6,000 | – | 60 | +100.0% | 0.00% | – |
| WERN | New | WERNER ENTERPRISES INC | $6,000 | – | 132 | +100.0% | 0.00% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $6,000 | – | 575 | +100.0% | 0.00% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $7,000 | – | 41 | +100.0% | 0.00% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,000 | – | 50 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO P L Cspon adr new | $6,000 | – | 43 | +100.0% | 0.00% | – |
| BYLD | New | ISHARES TRyld optim bd | $6,000 | – | 216 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $7,000 | – | 173 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $6,000 | – | 22 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $7,000 | – | 90 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $7,000 | – | 40 | +100.0% | 0.00% | – |
| FLQL | New | FRANKLIN TEMPLETON ETF TRlibertyq us eqt | $7,000 | – | 219 | +100.0% | 0.00% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $7,000 | – | 158 | +100.0% | 0.00% | – |
| MAIN | New | MAIN STR CAP CORP | $7,000 | – | 224 | +100.0% | 0.00% | – |
| MANT | New | MANTECH INTL CORPcl a | $7,000 | – | 98 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $6,000 | – | 169 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $6,000 | – | 76 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $7,000 | – | 40 | +100.0% | 0.00% | – |
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $6,000 | – | 103 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $6,000 | – | 124 | +100.0% | 0.00% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $7,000 | – | 234 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $6,000 | – | 322 | +100.0% | 0.00% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $7,000 | – | 190 | +100.0% | 0.00% | – |
| SLRC | New | SOLAR CAP LTD | $6,000 | – | 373 | +100.0% | 0.00% | – |
| QTS | New | QTS RLTY TR INC | $6,000 | – | 87 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $7,000 | – | 12 | +100.0% | 0.00% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $6,000 | – | 346 | +100.0% | 0.00% | – |
| RSX | New | VANECK VECTORS ETF TRrussia etf | $5,000 | – | 225 | +100.0% | 0.00% | – |
| PSEC | New | PROSPECT CAP CORP | $5,000 | – | 1,055 | +100.0% | 0.00% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $5,000 | – | 106 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $5,000 | – | 130 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $5,000 | – | 297 | +100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci cda etf | $5,000 | – | 183 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $5,000 | – | 76 | +100.0% | 0.00% | – |
| FLBL | New | FRANKLIN TEMPLETON ETF TRliberty sr ln | $5,000 | – | 197 | +100.0% | 0.00% | – |
| FSD | New | FIRST TR HIGH INCOME L/S FD | $5,000 | – | 374 | +100.0% | 0.00% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $5,000 | – | 75 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $5,000 | – | 201 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $5,000 | – | 43 | +100.0% | 0.00% | – |
| SPXC | New | SPX CORP | $5,000 | – | 122 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $5,000 | – | 104 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $5,000 | – | 79 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $5,000 | – | 68 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $5,000 | – | 91 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $5,000 | – | 151 | +100.0% | 0.00% | – |
| PH | New | PARKER HANNIFIN CORP | $4,000 | – | 20 | +100.0% | 0.00% | – |
| HERO | New | GLOBAL X FDSvdeo gam esprt | $3,000 | – | 137 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $4,000 | – | 203 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| HFRO | New | HIGHLAND INCOME FD | $3,000 | – | 315 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP | $4,000 | – | 316 | +100.0% | 0.00% | – |
| IP | New | INTL PAPER CO | $4,000 | – | 101 | +100.0% | 0.00% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $4,000 | – | 46 | +100.0% | 0.00% | – |
| IRBT | New | IROBOT CORP | $4,000 | – | 47 | +100.0% | 0.00% | – |
| EWA | New | ISHARES INCmsci aust etf | $3,000 | – | 151 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $3,000 | – | 108 | +100.0% | 0.00% | – |
| THD | New | ISHARES INCmsci thailnd etf | $3,000 | – | 43 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $4,000 | – | 13 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $3,000 | – | 24 | +100.0% | 0.00% | – |
| EFV | New | ISHARES TReafe value etf | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ENZL | New | ISHARES TRnew zealand etf | $3,000 | – | 52 | +100.0% | 0.00% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $3,000 | – | 103 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $4,000 | – | 143 | +100.0% | 0.00% | – |
| KSS | New | KOHLS CORP | $4,000 | – | 180 | +100.0% | 0.00% | – |
| MKC | New | MCCORMICK & CO INC | $4,000 | – | 24 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $3,000 | – | 24 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $4,000 | – | 101 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP | $3,000 | – | 51 | +100.0% | 0.00% | – |
| ORCL | New | ORACLE CORP | $3,000 | – | 48 | +100.0% | 0.00% | – |
| GD | New | GENERAL DYNAMICS CORP | $3,000 | – | 17 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $3,000 | – | 251 | +100.0% | 0.00% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $3,000 | – | 35 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $3,000 | – | 36 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $4,000 | – | 380 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $3,000 | – | 33 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $3,000 | – | 44 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $4,000 | – | 182 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $4,000 | – | 213 | +100.0% | 0.00% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $4,000 | – | 119 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $3,000 | – | 90 | +100.0% | 0.00% | – |
| FLOW | New | SPX FLOW INC | $3,000 | – | 71 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $4,000 | – | 30 | +100.0% | 0.00% | – |
| BCO | New | BRINKS CO | $3,000 | – | 68 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $3,000 | – | 11 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $3,000 | – | 500 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INC | $3,000 | – | 218 | +100.0% | 0.00% | – |
| TTE | New | TOTAL SEsponsored ads | $3,000 | – | 69 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $4,000 | – | 59 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $4,000 | – | 35 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $4,000 | – | 80 | +100.0% | 0.00% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $4,000 | – | 18 | +100.0% | 0.00% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $4,000 | – | 75 | +100.0% | 0.00% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $3,000 | – | 240 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $3,000 | – | 38 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $3,000 | – | 20 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BBU | New | BROOKFIELD BUSINESS PARTNERSunit ltd lp | $3,000 | – | 97 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $1,000 | – | 35 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | – | 33 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $2,000 | – | 137 | +100.0% | 0.00% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $2,000 | – | 8 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRnasdaq biotech | $1,000 | – | 9 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe etf | $2,000 | – | 27 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES | $2,000 | – | 17 | +100.0% | 0.00% | – |
| EME | New | EMCOR GROUP INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRtrans avg etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
| EVRG | New | EVERGY INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,000 | – | 20 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $1,000 | – | 16 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $2,000 | – | 12 | +100.0% | 0.00% | – |
| ATNM | New | ACTINIUM PHARMACEUTICALS INC | $1,000 | – | 2,370 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| PSCC | New | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $2,000 | – | 33 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $1,000 | – | 28 | +100.0% | 0.00% | – |
| FJP | New | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $1,000 | – | 15 | +100.0% | 0.00% | – |
| FYT | New | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ADRE | New | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $1,000 | – | 31 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| WSR | New | WHITESTONE REIT | $2,000 | – | 324 | +100.0% | 0.00% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $2,000 | – | 101 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $1,000 | – | 44 | +100.0% | 0.00% | – |
| ILPT | New | INDUSTRIAL LOGISTICS PPTYS T | $1,000 | – | 55 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP | $1,000 | – | 37 | +100.0% | 0.00% | – |
| ABT | New | ABBOTT LABORATORIES | $2,000 | – | 20 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $1,000 | – | 144 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $1,000 | – | 21 | +100.0% | 0.00% | – |
| YCBD | New | CBDMD INC | $1,000 | – | 320 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $1,000 | – | 8 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $2,000 | – | 60 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $2,000 | – | 12 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $1,000 | – | 22 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
| CNQ | New | CANADIAN NAT RES LTD | $1,000 | – | 32 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| XME | New | SPDR SER TRs&p metals mng | $2,000 | – | 85 | +100.0% | 0.00% | – |
| RWR | New | SPDR SER TRdj reit etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| SVC | New | SERVICE PPTYS TR | $1,000 | – | 205 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINL INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| RMBS | New | RAMBUS INC DEL | $2,000 | – | 155 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $1,000 | – | 27 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| BBL | New | BHP GROUP PLCsponsored adr | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SAVE | New | SPIRIT AIRLS INC | $1,000 | – | 65 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AGR | New | AVANGRID INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $1,000 | – | 34 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $2,000 | – | 43 | +100.0% | 0.00% | – |
| ORAN | New | ORANGEsponsored adr | $1,000 | – | 52 | +100.0% | 0.00% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | – | 210 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| NEV | New | NUVEEN ENHANCED MUN VALUE FD | $2,000 | – | 148 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $2,000 | – | 12 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
| AMBA | New | AMBARELLA INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $1,000 | – | 14 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $1,000 | – | 100 | +100.0% | 0.00% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| MIN | New | MFS INTER INCOME TRsh ben int | $1,000 | – | 166 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO | $2,000 | – | 54 | +100.0% | 0.00% | – |
| CLNY | New | COLONY CAP INC NEW | $1,000 | – | 328 | +100.0% | 0.00% | – |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $1,000 | – | 13 | +100.0% | 0.00% | – |
| LNC | New | LINCOLN NATL CORP IND | $1,000 | – | 14 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $2,000 | – | 10 | +100.0% | 0.00% | – |
| LEA | New | LEAR CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
| APHA | New | AMPHENOL CORP NEWcl a | $1,000 | – | 200 | +100.0% | 0.00% | – |
| AER | New | AERCAP HOLDINGS NV | $1,000 | – | 22 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $1,000 | – | 7 | +100.0% | 0.00% | – |
| JBL | New | JABIL INC | $1,000 | – | 37 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $2,000 | – | 114 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,000 | – | 37 | +100.0% | 0.00% | – |
| REM | New | ISHARES TRmortge rel etf | $1,000 | – | 31 | +100.0% | 0.00% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $1,000 | – | 37 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| DNP | New | DNP SELECT INCOME FD INC | $2,000 | – | 195 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $1,000 | – | 11 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $2,000 | – | 79 | +100.0% | 0.00% | – |
| EPHE | New | ISHARES TRmsci philips etf | $1,000 | – | 38 | +100.0% | 0.00% | – |
| ARGT | New | GLOBAL X FDSgb msci ar etf | $2,000 | – | 89 | +100.0% | 0.00% | – |
| IHE | New | ISHARES TRu.s. pharma etf | $1,000 | – | 4 | +100.0% | 0.00% | – |
| IHF | New | ISHARES TRus hlthcr pr etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $1,000 | – | 228 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $2,000 | – | 6 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,000 | – | 12 | +100.0% | 0.00% | – |
| DY | New | DYCOM INDS INC | $2,000 | – | 57 | +100.0% | 0.00% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| RFP | New | RESOLUTE FST PRODS INC | $0 | – | 84 | +100.0% | 0.00% | – |
| NAV | New | NAVISTAR INTL CORP NEW | $0 | – | 5 | +100.0% | 0.00% | – |
| VEC | New | VECTRUS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| AGNC | New | A G N C INVESTMENT CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| YUM | New | YUM BRANDS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTL PLCspon adr new | $0 | – | 15 | +100.0% | 0.00% | – | |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $0 | – | 33 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $0 | – | 14 | +100.0% | 0.00% | – |
| HR | New | HLTHCARE REALTY TR | $0 | – | 1 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $0 | – | 11 | +100.0% | 0.00% | – |
| XAN | New | EXANTAS CAP CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC | $0 | – | 6 | +100.0% | 0.00% | – |
| MSGE | New | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $0 | – | 20 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | 25 | +100.0% | 0.00% | – |
| MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | 1 | +100.0% | 0.00% | – |
| M | New | MACYS INC | $0 | – | 39 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 130 | +100.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| LILAK | New | LIBERTY LATIN AMERICA LTD | $0 | – | 8 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | 290 | +100.0% | 0.00% | – |
| SPWR | New | SUNPOWER CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $0 | – | 5 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC | $0 | – | 9 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV S A Fsponsored adr | $0 | – | 158 | +100.0% | 0.00% | – |
| NMY | New | NUVEEN MARYLAND QLT MUN INC | $0 | – | 0 | +100.0% | 0.00% | – |
| TTM | New | TATA MTRS LTDsponsored adr | $0 | – | 29 | +100.0% | 0.00% | – |
| DNOW | New | NOW INC | $0 | – | 50 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG | $0 | – | 2 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $0 | – | 34 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $0 | – | 12 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $0 | – | 124 | +100.0% | 0.00% | – |
| GTBP | New | GT BIOPHARMA INC | $0 | – | 750 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $0 | – | 25 | +100.0% | 0.00% | – |
| New | CAMBER ENERGY INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| ARCC | New | ARES CAPITAL CORP | $0 | – | 11 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $0 | – | 2 | +100.0% | 0.00% | – |
| XOP | New | SPDR SER TRs&p oilgas exp | $0 | – | 2 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-09-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 18.7% |
| INVSC S P 500 TOP 50 ETF | 15 | Q3 2023 | 9.5% |
| SPDR S&P 400 MID CAP VALUE ETF | 15 | Q3 2023 | 5.0% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 15 | Q3 2023 | 4.8% |
| SPDR SER TR | 15 | Q3 2023 | 7.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q3 2023 | 4.9% |
| CHEVRON CORP NEW | 15 | Q3 2023 | 4.1% |
| ISHARES TREASURY BOND ETF | 15 | Q3 2023 | 5.3% |
| QUALIGEN THERAPEUTICS INC | 15 | Q3 2023 | 3.1% |
| CATERPILLAR INC DEL | 15 | Q3 2023 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
| 13F-HR/A | 2021-11-16 |
View Retirement Group, LLC's complete filings 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.