$119 Million is the total value of TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's 442 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $7,358,000 | – | 21,409 | +100.0% | 6.20% | – |
| USIG | New | ISHARES TRusd inv grde etf | $4,767,000 | – | 76,932 | +100.0% | 4.02% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $4,714,000 | – | 50,768 | +100.0% | 3.97% | – |
| IGSB | New | ISHARES TR | $4,574,000 | – | 82,906 | +100.0% | 3.85% | – |
| AAPL | New | APPLE INC | $4,321,000 | – | 32,566 | +100.0% | 3.64% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $4,128,000 | – | 14,471 | +100.0% | 3.48% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $3,928,000 | – | 47,380 | +100.0% | 3.31% | – |
| AMZN | New | AMAZON COM INC | $3,651,000 | – | 1,121 | +100.0% | 3.08% | – |
| MSFT | New | MICROSOFT CORP | $2,848,000 | – | 12,803 | +100.0% | 2.40% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $2,688,000 | – | 17,472 | +100.0% | 2.26% | – |
| GLD | New | SPDR GOLD TR | $2,657,000 | – | 14,897 | +100.0% | 2.24% | – |
| PAYX | New | PAYCHEX INC | $2,599,000 | – | 27,889 | +100.0% | 2.19% | – |
| ARKK | New | ARK ETF TRinnovation etf | $2,509,000 | – | 20,154 | +100.0% | 2.11% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $2,470,000 | – | 47,809 | +100.0% | 2.08% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,373,000 | – | 20,919 | +100.0% | 2.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,191,000 | – | 24,747 | +100.0% | 1.85% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $2,154,000 | – | 11,063 | +100.0% | 1.81% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,133,000 | – | 13,268 | +100.0% | 1.80% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,002,000 | – | 5,356 | +100.0% | 1.69% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $1,498,000 | – | 5,596 | +100.0% | 1.26% | – |
| AVGO | New | BROADCOM INC | $1,186,000 | – | 2,709 | +100.0% | 1.00% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECH TR | $1,184,000 | – | 32,542 | +100.0% | 1.00% | – |
| BME | New | BLACKROCK HEALTH SCIENCS TR | $1,174,000 | – | 40,961 | +100.0% | 0.99% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,125,000 | – | 5,312 | +100.0% | 0.95% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $1,058,000 | – | 2,820 | +100.0% | 0.89% | – |
| J | New | JACOBS ENGR GROUP INC | $1,015,000 | – | 9,318 | +100.0% | 0.86% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,007,000 | – | 575 | +100.0% | 0.85% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $989,000 | – | 2,123 | +100.0% | 0.83% | – |
| DIS | New | DISNEY WALT CO | $980,000 | – | 5,407 | +100.0% | 0.82% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $970,000 | – | 2,742 | +100.0% | 0.82% | – |
| MDT | New | MEDTRONIC PLC | $968,000 | – | 8,267 | +100.0% | 0.82% | – |
| TWOU | New | 2U INC | $949,000 | – | 23,724 | +100.0% | 0.80% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $931,000 | – | 3,532 | +100.0% | 0.78% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $893,000 | – | 19,166 | +100.0% | 0.75% | – |
| ORCL | New | ORACLE CORP | $857,000 | – | 13,245 | +100.0% | 0.72% | – |
| IDV | New | ISHARES TRintl sel div etf | $829,000 | – | 28,137 | +100.0% | 0.70% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $805,000 | – | 1,610 | +100.0% | 0.68% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $770,000 | – | 2,454 | +100.0% | 0.65% | – |
| PRU | New | PRUDENTIAL FINL INC | $762,000 | – | 9,761 | +100.0% | 0.64% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $760,000 | – | 8,307 | +100.0% | 0.64% | – |
| WDAY | New | WORKDAY INCcl a | $665,000 | – | 2,777 | +100.0% | 0.56% | – |
| NYF | New | ISHARES TRnew york mun etf | $663,000 | – | 11,381 | +100.0% | 0.56% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $649,000 | – | 793 | +100.0% | 0.55% | – |
| V | New | VISA INC | $639,000 | – | 2,920 | +100.0% | 0.54% | – |
| BLK | New | BLACKROCK INC | $635,000 | – | 880 | +100.0% | 0.54% | – |
| ITM | New | VANECK VECTORS ETF TRintrmdt muni etf | $625,000 | – | 12,019 | +100.0% | 0.53% | – |
| OMCL | New | OMNICELL COM | $619,000 | – | 5,159 | +100.0% | 0.52% | – |
| JD | New | JD.COM INCspon adr cl a | $587,000 | – | 6,674 | +100.0% | 0.49% | – |
| TWLO | New | TWILIO INCcl a | $579,000 | – | 1,710 | +100.0% | 0.49% | – |
| BL | New | BLACKLINE INC | $571,000 | – | 4,282 | +100.0% | 0.48% | – |
| PEP | New | PEPSICO INC | $566,000 | – | 3,814 | +100.0% | 0.48% | – |
| NVRO | New | NEVRO CORP | $557,000 | – | 3,217 | +100.0% | 0.47% | – |
| GE | New | GENERAL ELECTRIC CO | $556,000 | – | 51,491 | +100.0% | 0.47% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $551,000 | – | 20,322 | +100.0% | 0.46% | – |
| MBB | New | ISHARES TRmbs etf | $546,000 | – | 4,956 | +100.0% | 0.46% | – |
| MMM | New | 3M CO | $537,000 | – | 3,070 | +100.0% | 0.45% | – |
| BJ | New | BJS WHSL CLUB HLDGS INC | $523,000 | – | 14,040 | +100.0% | 0.44% | – |
| DHI | New | D R HORTON INC | $513,000 | – | 7,443 | +100.0% | 0.43% | – |
| AMAT | New | APPLIED MATLS INC | $478,000 | – | 5,544 | +100.0% | 0.40% | – |
| ANTM | New | ANTHEM INC | $473,000 | – | 1,473 | +100.0% | 0.40% | – |
| NVDA | New | NVIDIA CORPORATION | $468,000 | – | 897 | +100.0% | 0.39% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $458,000 | – | 3,854 | +100.0% | 0.39% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $452,000 | – | 258 | +100.0% | 0.38% | – |
| NEE | New | NEXTERA ENERGY INC | $437,000 | – | 5,666 | +100.0% | 0.37% | – |
| HD | New | HOME DEPOT INC | $414,000 | – | 1,558 | +100.0% | 0.35% | – |
| RNG | New | RINGCENTRAL INCcl a | $403,000 | – | 1,063 | +100.0% | 0.34% | – |
| TEL | New | TE CONNECTIVITY LTD | $385,000 | – | 3,179 | +100.0% | 0.32% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $382,000 | – | 6,496 | +100.0% | 0.32% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $377,000 | – | 3,167 | +100.0% | 0.32% | – |
| TMUS | New | T-MOBILE US INC | $368,000 | – | 2,726 | +100.0% | 0.31% | – |
| EMR | New | EMERSON ELEC CO | $363,000 | – | 4,518 | +100.0% | 0.31% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $355,000 | – | 7,109 | +100.0% | 0.30% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $353,000 | – | 1,734 | +100.0% | 0.30% | – |
| PYPL | New | PAYPAL HLDGS INC | $329,000 | – | 1,405 | +100.0% | 0.28% | – |
| FB | New | FACEBOOK INCcl a | $328,000 | – | 1,200 | +100.0% | 0.28% | – |
| EBAY | New | EBAY INC. | $323,000 | – | 6,433 | +100.0% | 0.27% | – |
| QCOM | New | QUALCOMM INC | $315,000 | – | 2,066 | +100.0% | 0.26% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $315,000 | – | 2,360 | +100.0% | 0.26% | – |
| HON | New | HONEYWELL INTL INC | $311,000 | – | 1,463 | +100.0% | 0.26% | – |
| CLTL | New | INVESCO EXCH TRADED FD TR IItreas colaterl | $278,000 | – | 2,628 | +100.0% | 0.23% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $274,000 | – | 5,223 | +100.0% | 0.23% | – |
| CRM | New | SALESFORCE COM INC | $270,000 | – | 1,215 | +100.0% | 0.23% | – |
| VEEV | New | VEEVA SYS INC | $259,000 | – | 952 | +100.0% | 0.22% | – |
| EMN | New | EASTMAN CHEM CO | $256,000 | – | 2,556 | +100.0% | 0.22% | – |
| T | New | AT&T INC | $251,000 | – | 8,741 | +100.0% | 0.21% | – |
| WIX | New | WIX COM LTD | $245,000 | – | 979 | +100.0% | 0.21% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $236,000 | – | 1,541 | +100.0% | 0.20% | – |
| NFLX | New | NETFLIX INC | $235,000 | – | 435 | +100.0% | 0.20% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $222,000 | – | 1,399 | +100.0% | 0.19% | – |
| XOM | New | EXXON MOBIL CORP | $220,000 | – | 5,328 | +100.0% | 0.18% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $220,000 | – | 1,250 | +100.0% | 0.18% | – |
| ROKU | New | ROKU INC | $213,000 | – | 643 | +100.0% | 0.18% | – |
| COST | New | COSTCO WHSL CORP NEW | $208,000 | – | 551 | +100.0% | 0.18% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $203,000 | – | 800 | +100.0% | 0.17% | – |
| JNJ | New | JOHNSON & JOHNSON | $199,000 | – | 1,265 | +100.0% | 0.17% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $197,000 | – | 3,878 | +100.0% | 0.17% | – |
| BA | New | BOEING CO | $193,000 | – | 901 | +100.0% | 0.16% | – |
| IWB | New | ISHARES TRrus 1000 etf | $192,000 | – | 905 | +100.0% | 0.16% | – |
| JPM | New | JPMORGAN CHASE & CO | $190,000 | – | 1,497 | +100.0% | 0.16% | – |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $184,000 | – | 3,450 | +100.0% | 0.16% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $183,000 | – | 3,555 | +100.0% | 0.15% | – |
| MCD | New | MCDONALDS CORP | $166,000 | – | 772 | +100.0% | 0.14% | – |
| TSLA | New | TESLA INC | $159,000 | – | 225 | +100.0% | 0.13% | – |
| HUBS | New | HUBSPOT INC | $156,000 | – | 394 | +100.0% | 0.13% | – |
| PG | New | PROCTER AND GAMBLE CO | $152,000 | – | 1,092 | +100.0% | 0.13% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $149,000 | – | 2,931 | +100.0% | 0.13% | – |
| TXT | New | TEXTRON INC | $142,000 | – | 2,936 | +100.0% | 0.12% | – |
| KO | New | COCA COLA CO | $132,000 | – | 2,415 | +100.0% | 0.11% | – |
| SPLK | New | SPLUNK INC | $132,000 | – | 775 | +100.0% | 0.11% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $127,000 | – | 361 | +100.0% | 0.11% | – |
| DGRO | New | ISHARES TRcore div grwth | $126,000 | – | 2,802 | +100.0% | 0.11% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $126,000 | – | 2,045 | +100.0% | 0.11% | – |
| DHR | New | DANAHER CORPORATION | $122,000 | – | 550 | +100.0% | 0.10% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $119,000 | – | 1,396 | +100.0% | 0.10% | – |
| QS | New | QUANTUMSCAPE CORP | $118,000 | – | 1,400 | +100.0% | 0.10% | – |
| PGR | New | PROGRESSIVE CORP | $115,000 | – | 1,160 | +100.0% | 0.10% | – |
| HCA | New | HCA HEALTHCARE INC | $111,000 | – | 676 | +100.0% | 0.09% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $110,000 | – | 360 | +100.0% | 0.09% | – |
| INTC | New | INTEL CORP | $104,000 | – | 2,086 | +100.0% | 0.09% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $102,000 | – | 2,400 | +100.0% | 0.09% | – |
| PFE | New | PFIZER INC | $100,000 | – | 2,717 | +100.0% | 0.08% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD | $92,000 | – | 5,326 | +100.0% | 0.08% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $90,000 | – | 402 | +100.0% | 0.08% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $89,000 | – | 1,795 | +100.0% | 0.08% | – |
| PFF | New | ISHARES TRpfd and incm sec | $88,000 | – | 2,283 | +100.0% | 0.07% | – |
| W | New | WAYFAIR INCcl a | $87,000 | – | 387 | +100.0% | 0.07% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $86,000 | – | 1,479 | +100.0% | 0.07% | – |
| WM | New | WASTE MGMT INC DEL | $85,000 | – | 721 | +100.0% | 0.07% | – |
| MRK | New | MERCK & CO. INC | $84,000 | – | 1,022 | +100.0% | 0.07% | – |
| ABBV | New | ABBVIE INC | $83,000 | – | 778 | +100.0% | 0.07% | – |
| DE | New | DEERE & CO | $81,000 | – | 300 | +100.0% | 0.07% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $80,000 | – | 478 | +100.0% | 0.07% | – |
| WMT | New | WALMART INC | $79,000 | – | 547 | +100.0% | 0.07% | – |
| FVRR | New | FIVERR INTL LTD | $78,000 | – | 400 | +100.0% | 0.07% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $78,000 | – | 1,600 | +100.0% | 0.07% | – |
| NVS | New | NOVARTIS AGsponsored adr | $77,000 | – | 818 | +100.0% | 0.06% | – |
| TSI | New | TCW STRATEGIC INCOME FD INC | $77,000 | – | 13,540 | +100.0% | 0.06% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $75,000 | – | 2,036 | +100.0% | 0.06% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $74,000 | – | 1,040 | +100.0% | 0.06% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $74,000 | – | 320 | +100.0% | 0.06% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $71,000 | – | 817 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $71,000 | – | 567 | +100.0% | 0.06% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $71,000 | – | 1,191 | +100.0% | 0.06% | – |
| LLY | New | LILLY ELI & CO | $69,000 | – | 409 | +100.0% | 0.06% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $69,000 | – | 539 | +100.0% | 0.06% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $69,000 | – | 886 | +100.0% | 0.06% | – |
| DUK | New | DUKE ENERGY CORP NEW | $69,000 | – | 759 | +100.0% | 0.06% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $69,000 | – | 1,840 | +100.0% | 0.06% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $67,000 | – | 1,122 | +100.0% | 0.06% | – |
| PSX | New | PHILLIPS 66 | $66,000 | – | 937 | +100.0% | 0.06% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $67,000 | – | 434 | +100.0% | 0.06% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $66,000 | – | 312 | +100.0% | 0.06% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $65,000 | – | 747 | +100.0% | 0.06% | – |
| CW | New | CURTISS WRIGHT CORP | $65,000 | – | 560 | +100.0% | 0.06% | – |
| UNP | New | UNION PAC CORP | $64,000 | – | 309 | +100.0% | 0.05% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $64,000 | – | 692 | +100.0% | 0.05% | – |
| ABT | New | ABBOTT LABS | $64,000 | – | 585 | +100.0% | 0.05% | – |
| WDC | New | WESTERN DIGITAL CORP. | $64,000 | – | 1,150 | +100.0% | 0.05% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $62,000 | – | 2,805 | +100.0% | 0.05% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $62,000 | – | 448 | +100.0% | 0.05% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $61,000 | – | 910 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $61,000 | – | 989 | +100.0% | 0.05% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $61,000 | – | 2,325 | +100.0% | 0.05% | – |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $61,000 | – | 2,318 | +100.0% | 0.05% | – |
| RSG | New | REPUBLIC SVCS INC | $60,000 | – | 623 | +100.0% | 0.05% | – |
| SNAP | New | SNAP INCcl a | $60,000 | – | 1,200 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $59,000 | – | 554 | +100.0% | 0.05% | – |
| AMGN | New | AMGEN INC | $59,000 | – | 256 | +100.0% | 0.05% | – |
| SHYD | New | VANECK VECTORS ETF TRshrt hgh yld mun | $59,000 | – | 2,388 | +100.0% | 0.05% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $58,000 | – | 800 | +100.0% | 0.05% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $57,000 | – | 215 | +100.0% | 0.05% | – |
| VFC | New | V F CORP | $56,000 | – | 655 | +100.0% | 0.05% | – |
| PPL | New | PPL CORP | $56,000 | – | 1,981 | +100.0% | 0.05% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $56,000 | – | 579 | +100.0% | 0.05% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $53,000 | – | 230 | +100.0% | 0.04% | – |
| AGG | New | ISHARES TRcore us aggbd et | $51,000 | – | 434 | +100.0% | 0.04% | – |
| PSK | New | SPDR SER TRwells fg pfd etf | $51,000 | – | 1,159 | +100.0% | 0.04% | – |
| CSCO | New | CISCO SYS INC | $50,000 | – | 1,126 | +100.0% | 0.04% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $50,000 | – | 1,719 | +100.0% | 0.04% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $47,000 | – | 215 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $47,000 | – | 154 | +100.0% | 0.04% | – |
| ALV | New | AUTOLIV INC | $48,000 | – | 522 | +100.0% | 0.04% | – |
| IEMG | New | ISHARES INCcore msci emkt | $46,000 | – | 745 | +100.0% | 0.04% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $45,000 | – | 793 | +100.0% | 0.04% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $45,000 | – | 753 | +100.0% | 0.04% | – |
| MCHI | New | ISHARES TRmsci china etf | $45,000 | – | 555 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $44,000 | – | 523 | +100.0% | 0.04% | – |
| ESGS | New | COLUMBIA ETF TR Isustanable us | $44,000 | – | 1,455 | +100.0% | 0.04% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $44,000 | – | 700 | +100.0% | 0.04% | – |
| ALL | New | ALLSTATE CORP | $44,000 | – | 400 | +100.0% | 0.04% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $43,000 | – | 524 | +100.0% | 0.04% | – |
| COP | New | CONOCOPHILLIPS | $43,000 | – | 1,083 | +100.0% | 0.04% | – |
| ZG | New | ZILLOW GROUP INCcl a | $41,000 | – | 300 | +100.0% | 0.04% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $42,000 | – | 208 | +100.0% | 0.04% | – |
| CAT | New | CATERPILLAR INC | $41,000 | – | 225 | +100.0% | 0.04% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $41,000 | – | 750 | +100.0% | 0.04% | – |
| SHOP | New | SHOPIFY INCcl a | $40,000 | – | 35 | +100.0% | 0.03% | – |
| CVX | New | CHEVRON CORP NEW | $40,000 | – | 479 | +100.0% | 0.03% | – |
| TFC | New | TRUIST FINL CORP | $39,000 | – | 816 | +100.0% | 0.03% | – |
| C | New | CITIGROUP INC | $39,000 | – | 627 | +100.0% | 0.03% | – |
| LULU | New | LULULEMON ATHLETICA INC | $38,000 | – | 108 | +100.0% | 0.03% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $38,000 | – | 2,300 | +100.0% | 0.03% | – |
| IYC | New | ISHARES TRu.s. cnsm sv etf | $38,000 | – | 540 | +100.0% | 0.03% | – |
| FOF | New | COHEN & STEERS CLOSED END OP | $37,000 | – | 3,012 | +100.0% | 0.03% | – |
| BAC | New | BK OF AMERICA CORP | $36,000 | – | 1,200 | +100.0% | 0.03% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $36,000 | – | 302 | +100.0% | 0.03% | – |
| GDV | New | GABELLI DIVID & INCOME TR | $36,000 | – | 1,692 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $36,000 | – | 437 | +100.0% | 0.03% | – |
| DVYE | New | ISHARES INCem mkts div etf | $35,000 | – | 941 | +100.0% | 0.03% | – |
| KSU | New | KANSAS CITY SOUTHERN | $35,000 | – | 170 | +100.0% | 0.03% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $35,000 | – | 400 | +100.0% | 0.03% | – |
| ENB | New | ENBRIDGE INC | $35,000 | – | 1,104 | +100.0% | 0.03% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $33,000 | – | 100 | +100.0% | 0.03% | – |
| WFC | New | WELLS FARGO CO NEW | $32,000 | – | 1,050 | +100.0% | 0.03% | – |
| IEX | New | IDEX CORP | $31,000 | – | 155 | +100.0% | 0.03% | – |
| EGHT | New | 8X8 INC NEW | $31,000 | – | 900 | +100.0% | 0.03% | – |
| VIAC | New | VIACOMCBS INCcl b | $31,000 | – | 842 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS INCcl a | $31,000 | – | 189 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $30,000 | – | 181 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $28,000 | – | 422 | +100.0% | 0.02% | – |
| INTU | New | INTUIT | $29,000 | – | 77 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $29,000 | – | 340 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP | $29,000 | – | 83 | +100.0% | 0.02% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $29,000 | – | 1,231 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $28,000 | – | 199 | +100.0% | 0.02% | – |
| IQV | New | IQVIA HLDGS INC | $27,000 | – | 153 | +100.0% | 0.02% | – |
| IAC | New | IAC INTERACTIVECORP NEW | $27,000 | – | 140 | +100.0% | 0.02% | – |
| COO | New | COOPER COS INC | $27,000 | – | 75 | +100.0% | 0.02% | – |
| SMB | New | VANECK VECTORS ETF TRshort muni etf | $26,000 | – | 1,440 | +100.0% | 0.02% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $26,000 | – | 700 | +100.0% | 0.02% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $26,000 | – | 937 | +100.0% | 0.02% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $26,000 | – | 550 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $25,000 | – | 1,404 | +100.0% | 0.02% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $25,000 | – | 744 | +100.0% | 0.02% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $25,000 | – | 212 | +100.0% | 0.02% | – |
| MLN | New | VANECK VECTORS ETF TRlong muni etf | $25,000 | – | 1,156 | +100.0% | 0.02% | – |
| MCK | New | MCKESSON CORP | $25,000 | – | 144 | +100.0% | 0.02% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $25,000 | – | 530 | +100.0% | 0.02% | – |
| MO | New | ALTRIA GROUP INC | $25,000 | – | 600 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $24,000 | – | 109 | +100.0% | 0.02% | – |
| EVX | New | VANECK VECTORS ETF TRenvironmental sv | $22,000 | – | 186 | +100.0% | 0.02% | – |
| SNY | New | SANOFIsponsored adr | $22,000 | – | 450 | +100.0% | 0.02% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $22,000 | – | 190 | +100.0% | 0.02% | – |
| BIDU | New | BAIDU INCspon adr rep a | $22,000 | – | 100 | +100.0% | 0.02% | – |
| DOCU | New | DOCUSIGN INC | $22,000 | – | 100 | +100.0% | 0.02% | – |
| DAL | New | DELTA AIR LINES INC DEL | $22,000 | – | 535 | +100.0% | 0.02% | – |
| SUSC | New | ISHARES TResg awre usd etf | $22,000 | – | 770 | +100.0% | 0.02% | – |
| ARKF | New | ARK ETF TRfintech innova | $23,000 | – | 472 | +100.0% | 0.02% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $22,000 | – | 150 | +100.0% | 0.02% | – |
| ALRM | New | ALARM COM HLDGS INC | $23,000 | – | 225 | +100.0% | 0.02% | – |
| BTWNU | New | BRIDGETOWN HOLDINGS LTDunit 10/15/2025 | $21,000 | – | 1,250 | +100.0% | 0.02% | – |
| XLC | New | SELECT SECTOR SPDR TR | $21,000 | – | 317 | +100.0% | 0.02% | – |
| CME | New | CME GROUP INC | $20,000 | – | 112 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $20,000 | – | 520 | +100.0% | 0.02% | – |
| PZT | New | INVESCO EXCH TRADED FD TR IIny amt fre mun | $20,000 | – | 773 | +100.0% | 0.02% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $19,000 | – | 110 | +100.0% | 0.02% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $19,000 | – | 1,220 | +100.0% | 0.02% | – |
| EFA | New | ISHARES TRmsci eafe etf | $19,000 | – | 264 | +100.0% | 0.02% | – |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $19,000 | – | 690 | +100.0% | 0.02% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $19,000 | – | 800 | +100.0% | 0.02% | – |
| XYL | New | XYLEM INC | $19,000 | – | 186 | +100.0% | 0.02% | – |
| MET | New | METLIFE INC | $19,000 | – | 400 | +100.0% | 0.02% | – |
| XBI | New | SPDR SER TRs&p biotech | $18,000 | – | 125 | +100.0% | 0.02% | – |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $18,000 | – | 167 | +100.0% | 0.02% | – |
| FITB | New | FIFTH THIRD BANCORP | $18,000 | – | 652 | +100.0% | 0.02% | – |
| GILD | New | GILEAD SCIENCES INC | $18,000 | – | 304 | +100.0% | 0.02% | – |
| ALC | New | ALCON AG | $18,000 | – | 266 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $18,000 | – | 67 | +100.0% | 0.02% | – |
| PENN | New | PENN NATL GAMING INC | $17,000 | – | 200 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $17,000 | – | 23 | +100.0% | 0.01% | – |
| NTNX | New | NUTANIX INCcl a | $17,000 | – | 522 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INCcl a | $16,000 | – | 73 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $15,000 | – | 163 | +100.0% | 0.01% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $15,000 | – | 572 | +100.0% | 0.01% | – |
| KEY | New | KEYCORP | $15,000 | – | 885 | +100.0% | 0.01% | – |
| STE | New | STERIS PLC | $15,000 | – | 78 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $16,000 | – | 78 | +100.0% | 0.01% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $15,000 | – | 275 | +100.0% | 0.01% | – |
| NKE | New | NIKE INCcl b | $16,000 | – | 111 | +100.0% | 0.01% | – |
| DG | New | DOLLAR GEN CORP NEW | $14,000 | – | 66 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $13,000 | – | 2,000 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC DEL | $13,000 | – | 984 | +100.0% | 0.01% | – |
| FLEX | New | FLEX LTDord | $13,000 | – | 720 | +100.0% | 0.01% | – |
| AVLR | New | AVALARA INC | $13,000 | – | 78 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $13,000 | – | 187 | +100.0% | 0.01% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $13,000 | – | 93 | +100.0% | 0.01% | – |
| MTCH | New | MATCH GROUP INC NEW | $13,000 | – | 86 | +100.0% | 0.01% | – |
| VRSK | New | VERISK ANALYTICS INC | $12,000 | – | 59 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $12,000 | – | 156 | +100.0% | 0.01% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $12,000 | – | 31 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $12,000 | – | 300 | +100.0% | 0.01% | – |
| SDC | New | SMILEDIRECTCLUB INC | $12,000 | – | 1,000 | +100.0% | 0.01% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $12,000 | – | 9 | +100.0% | 0.01% | – |
| EOS | New | EATON VANCE ENHANCED EQUITY | $12,000 | – | 570 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $12,000 | – | 142 | +100.0% | 0.01% | – |
| MSCI | New | MSCI INC | $12,000 | – | 27 | +100.0% | 0.01% | – |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $12,000 | – | 475 | +100.0% | 0.01% | – |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $12,000 | – | 300 | +100.0% | 0.01% | – |
| KNDI | New | KANDI TECHNOLOGIES GROUP INC | $12,000 | – | 1,750 | +100.0% | 0.01% | – |
| MMIN | New | INDEXIQ ACTIVE ETF TRiq mackay insred | $11,000 | – | 400 | +100.0% | 0.01% | – |
| TJX | New | TJX COS INC NEW | $11,000 | – | 161 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $11,000 | – | 115 | +100.0% | 0.01% | – |
| NUV | New | NUVEEN MUN VALUE FD INC | $11,000 | – | 1,000 | +100.0% | 0.01% | – |
| VNE | New | VEONEER INC | $11,000 | – | 522 | +100.0% | 0.01% | – |
| BIO | New | BIO RAD LABS INCcl a | $11,000 | – | 19 | +100.0% | 0.01% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $11,000 | – | 193 | +100.0% | 0.01% | – |
| LSI | New | LIFE STORAGE INC | $10,000 | – | 80 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORP NEWcl a | $10,000 | – | 77 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $10,000 | – | 115 | +100.0% | 0.01% | – |
| GLV | New | CLOUGH GLOBAL DIVID & INCOME | $9,000 | – | 854 | +100.0% | 0.01% | – |
| CREE | New | CREE INC | $9,000 | – | 84 | +100.0% | 0.01% | – |
| DNP | New | DNP SELECT INCOME FD INC | $9,000 | – | 900 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $9,000 | – | 64 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $10,000 | – | 80 | +100.0% | 0.01% | – |
| ESBA | New | EMPIRE ST RLTY OP L Punit ltd prtnsp | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $9,000 | – | 82 | +100.0% | 0.01% | – |
| KDP | New | KEURIG DR PEPPER INC | $9,000 | – | 285 | +100.0% | 0.01% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $10,000 | – | 186 | +100.0% | 0.01% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $9,000 | – | 270 | +100.0% | 0.01% | – |
| NEM | New | NEWMONT CORP | $9,000 | – | 151 | +100.0% | 0.01% | – |
| OSIS | New | OSI SYSTEMS INC | $9,000 | – | 100 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $10,000 | – | 99 | +100.0% | 0.01% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $9,000 | – | 36 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $9,000 | – | 250 | +100.0% | 0.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $9,000 | – | 167 | +100.0% | 0.01% | – |
| TDOC | New | TELADOC HEALTH INC | $10,000 | – | 50 | +100.0% | 0.01% | – |
| TER | New | TERADYNE INC | $10,000 | – | 80 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $10,000 | – | 50 | +100.0% | 0.01% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $9,000 | – | 31 | +100.0% | 0.01% | – |
| INFO | New | IHS MARKIT LTD | $9,000 | – | 96 | +100.0% | 0.01% | – |
| APTV | New | APTIV PLC | $10,000 | – | 74 | +100.0% | 0.01% | – |
| IPOEU | New | SOCIAL CAPITAL HEDOSOPHA HLDunit 99/99/9999 | $10,000 | – | 750 | +100.0% | 0.01% | – |
| ZNGA | New | ZYNGA INCcl a | $8,000 | – | 850 | +100.0% | 0.01% | – |
| TREX | New | TREX CO INC | $8,000 | – | 94 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $8,000 | – | 23 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $8,000 | – | 65 | +100.0% | 0.01% | – |
| RY | New | ROYAL BK CDA | $7,000 | – | 88 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $7,000 | – | 122 | +100.0% | 0.01% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $7,000 | – | 58 | +100.0% | 0.01% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $7,000 | – | 49 | +100.0% | 0.01% | – |
| ANSS | New | ANSYS INC | $7,000 | – | 19 | +100.0% | 0.01% | – |
| PFPT | New | PROOFPOINT INC | $7,000 | – | 51 | +100.0% | 0.01% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $7,000 | – | 500 | +100.0% | 0.01% | – |
| ALB | New | ALBEMARLE CORP | $7,000 | – | 50 | +100.0% | 0.01% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $7,000 | – | 18 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $6,000 | – | 42 | +100.0% | 0.01% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $6,000 | – | 45 | +100.0% | 0.01% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $6,000 | – | 54 | +100.0% | 0.01% | – |
| ICLR | New | ICON PLC | $6,000 | – | 29 | +100.0% | 0.01% | – |
| ZEN | New | ZENDESK INC | $6,000 | – | 45 | +100.0% | 0.01% | – |
| WYNN | New | WYNN RESORTS LTD | $6,000 | – | 50 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $6,000 | – | 100 | +100.0% | 0.01% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $6,000 | – | 61 | +100.0% | 0.01% | – |
| LITE | New | LUMENTUM HLDGS INC | $6,000 | – | 62 | +100.0% | 0.01% | – |
| SEE | New | SEALED AIR CORP NEW | $6,000 | – | 125 | +100.0% | 0.01% | – |
| BRKR | New | BRUKER CORP | $6,000 | – | 112 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $6,000 | – | 333 | +100.0% | 0.01% | – |
| CFG | New | CITIZENS FINL GROUP INC | $5,000 | – | 130 | +100.0% | 0.00% | – |
| MMS | New | MAXIMUS INC | $5,000 | – | 69 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $5,000 | – | 37 | +100.0% | 0.00% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $5,000 | – | 72 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $5,000 | – | 23 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP | $5,000 | – | 121 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $5,000 | – | 300 | +100.0% | 0.00% | – |
| KSS | New | KOHLS CORP | $5,000 | – | 130 | +100.0% | 0.00% | – |
| DVY | New | ISHARES TRselect divid etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| LOW | New | LOWES COS INC | $5,000 | – | 34 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | – | 16 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $5,000 | – | 11 | +100.0% | 0.00% | – |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $5,000 | – | 285 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC | $5,000 | – | 65 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $5,000 | – | 33 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $3,000 | – | 25 | +100.0% | 0.00% | – |
| PRIM | New | PRIMORIS SVCS CORP | $4,000 | – | 150 | +100.0% | 0.00% | – |
| OI | New | O-I GLASS INC | $3,000 | – | 275 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $4,000 | – | 64 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $4,000 | – | 55 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $4,000 | – | 98 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $4,000 | – | 19 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $3,000 | – | 30 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| CLX | New | CLOROX CO DEL | $3,000 | – | 14 | +100.0% | 0.00% | – |
| CIEN | New | CIENA CORP | $4,000 | – | 82 | +100.0% | 0.00% | – |
| AON | New | AON PLC | $4,000 | – | 19 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $4,000 | – | 15 | +100.0% | 0.00% | – |
| CARG | New | CARGURUS INC | $3,000 | – | 110 | +100.0% | 0.00% | – |
| ETN | New | EATON CORP PLC | $3,000 | – | 28 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $4,000 | – | 50 | +100.0% | 0.00% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $2,000 | – | 61 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $2,000 | – | 43 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $2,000 | – | 16 | +100.0% | 0.00% | – |
| KOPN | New | KOPIN CORP | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| M | New | MACYS INC | $2,000 | – | 186 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $2,000 | – | 44 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $2,000 | – | 17 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $2,000 | – | 75 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| RJN | New | SWEDISH EXPT CR CORPrg enrgy etn22 | $2,000 | – | 950 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP | $2,000 | – | 34 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $2,000 | – | 9 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $2,000 | – | 150 | +100.0% | 0.00% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $2,000 | – | 14 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $2,000 | – | 13 | +100.0% | 0.00% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,000 | – | 11 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $2,000 | – | 61 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| IGHG | New | PROSHARES TRinvt int rt hg | $2,000 | – | 22 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $2,000 | – | 2 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 33 | +100.0% | 0.00% | – |
| USHY | New | ISHARES TRbroad usd high | $1,000 | – | 16 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $1,000 | – | 95 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $1,000 | – | 220 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $1,000 | – | 46 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $1,000 | – | 8 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $1,000 | – | 33 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC | $1,000 | – | 45 | +100.0% | 0.00% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,000 | – | 14 | +100.0% | 0.00% | – |
| GD | New | GENERAL DYNAMICS CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $1,000 | – | 12 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $0 | – | 2 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $0 | – | 8 | +100.0% | 0.00% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | 9 | +100.0% | 0.00% | – |
| KODK | New | EASTMAN KODAK CO | $0 | – | 41 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $0 | – | 1 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $0 | – | 2 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 9 | Q1 2023 | 12.4% |
| MICROSOFT CORP | 9 | Q1 2023 | 7.9% |
| APPLE INC | 9 | Q1 2023 | 4.9% |
| SPDR S&P 500 ETF TR | 9 | Q1 2023 | 16.9% |
| AMAZON COM INC | 9 | Q1 2023 | 5.1% |
| PAYCHEX INC | 9 | Q1 2023 | 3.2% |
| INVESCO QQQ TR | 9 | Q1 2023 | 3.3% |
| ALPHABET INC | 9 | Q1 2023 | 3.3% |
| THERMO FISHER SCIENTIFIC INC | 9 | Q1 2023 | 3.3% |
| ISHARES TR | 9 | Q1 2023 | 1.3% |
View TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-04-26 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-07-21 |
| 13F-HR | 2021-05-19 |
| 13F-HR | 2021-03-09 |
View TRU INDEPENDENCE ASSET MANAGEMENT 2, 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.