Prime Capital Investment Advisors

Latest statistics and disclosures from Prime Capital Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHX, QQQ, SCHM, AGG, SCHF, and represent 37.62% of Prime Capital Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SCHF (+$27M), SCHM (+$14M), IXUS (+$9.2M), RSP (+$8.3M), IWN (+$7.7M), XLF (+$6.8M), SCHA (+$6.1M), MGA (+$5.3M), FSLR, AMD.
  • Started 48 new stock positions in UL, FIVG, FLGT, ZG, IWS, JG, SDC, HUBS, SWN, UNM.
  • Reduced shares in these 10 stocks: SCHG (-$31M), IGSB (-$23M), QQQ (-$19M), SCHX (-$17M), ITOT (-$7.0M), GLD (-$6.9M), GVI (-$6.5M), DVN (-$5.6M), ABBV, SOXX.
  • Sold out of its positions in ALL, AEP, ACB, BDX, BLK, CCL, CHE, CC, CCI, EIX.
  • Prime Capital Investment Advisors was a net seller of stock by $-52M.
  • Prime Capital Investment Advisors has $1.3B in assets under management (AUM), dropping by 8.75%.

Tip: Access up to 7 years of quarterly data

Positions held by Prime Capital Investment Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Prime Capital Investment Advisors

Companies in the Prime Capital Investment Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 10.5 $136M -11% 1.5M 90.95
Invesco Qqq Trust Etf (QQQ) 8.3 $107M -14% 342k 313.74
Schwab U.s. Mid-cap Etf Etf (SCHM) 7.6 $98M +16% 1.4M 68.18
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 6.1 $79M +3% 664k 118.19
Schwab International Equity Etf Etf (SCHF) 5.2 $67M +67% 1.9M 36.01
Vanguard Small-cap Value Index Fund Etf (VBR) 4.4 $57M 399k 142.21
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 4.2 $54M -11% 623k 86.22
Schwab U.s. Small-cap Etf Etf (SCHA) 3.1 $40M +18% 449k 89.00
Ishares Core Msci Total International Stock Etf Etf (IXUS) 2.3 $30M +45% 440k 67.19
Schwab Emerging Markets Equity Etf Etf (SCHE) 1.4 $18M -11% 576k 30.65
Apple Stock (AAPL) 1.4 $18M +18% 143k 122.58
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.1 $15M +129% 116k 127.54
Ishares Core International Aggregate Bond Fund Etf (IAGG) 1.1 $15M +13% 262k 56.21
Microsoft Corp Stock (MSFT) 1.1 $14M 72k 191.68

Setup an alert

Prime Capital Investment Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Select Dividend Etf Etf (DVY) 1.0 $13M -5% 136k 96.18
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.0 $13M -64% 235k 55.17
Financial Select Sector Spdr Fund Etf (XLF) 0.9 $12M +137% 401k 29.48
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.8 $9.9M -75% 77k 128.41
Amazon Stock (AMZN) 0.7 $9.7M +7% 3.0k 3257.39
Lam Research Corp Stock (LRCX) 0.7 $8.9M +26% 19k 472.28
Jpmorgan Chase & Co Stock (JPM) 0.6 $8.2M -18% 65k 127.07
Schwab U.s. Broad Market Etf Etf (SCHB) 0.6 $8.1M +51% 89k 90.99
Advanced Micro Devices Stock (AMD) 0.6 $7.8M +107% 85k 91.71
Ishares Russell 2000 Value Etf Etf (IWN) 0.6 $7.7M NEW 58k 131.74
Albertsons Cos Stock (ACI) 0.6 $7.2M +73% 408k 17.58
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.5 $7.1M +9% 119k 59.53
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $6.8M +14% 60k 113.44
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.5 $6.6M -5% 130k 50.52
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.5 $6.3M +5% 117k 53.96
Industrial Select Sector Spdr Fund Etf (XLI) 0.5 $6.1M +106% 69k 88.55
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.4 $5.7M +3% 65k 87.30
Alcoa Corp Stock (AA) 0.4 $5.5M +20% 240k 23.05
Unitedhealth Group Stock (UNH) 0.4 $5.4M +2% 15k 350.69
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $5.4M +111% 41k 131.92
Boeing Stock (BA) 0.4 $5.4M +176% 25k 214.05
Magna Intl Stock (MGA) 0.4 $5.3M NEW 75k 70.80
At&t Stock (T) 0.4 $5.2M -26% 180k 28.76
Disney Walt Stock (DIS) 0.4 $5.1M +120% 28k 181.20
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.4 $5.1M +17% 33k 151.48
Abbvie Stock (ABBV) 0.4 $4.9M -49% 46k 107.16
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $4.8M +2% 2.7k 1752.00
Ishares Preferred And Income Securities Etf Etf (PFF) 0.4 $4.8M 125k 38.51
Darden Restaurants Stock (DRI) 0.4 $4.8M +89% 40k 119.12
Tyson Foods Inc Cl A Stock (TSN) 0.4 $4.8M +4% 74k 64.43
Verizon Communications Stock (VZ) 0.4 $4.8M +7% 81k 58.75
Pfizer Stock (PFE) 0.4 $4.7M +107% 129k 36.81
First Solar Stock (FSLR) 0.4 $4.7M +9309% 47k 98.92
Paypal Hldgs Stock (PYPL) 0.4 $4.6M +212% 20k 234.19
Nike Inc Cl B Stock (NKE) 0.4 $4.6M +57% 32k 141.47
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.4 $4.5M -3% 82k 55.19
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $4.5M -21% 17k 261.22
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $4.5M +266% 52k 86.37
Communication Services Select Sector Spdra Fund Etf (XLC) 0.3 $4.3M +5% 63k 67.48
Ishares Silver Trust Etf (SLV) 0.3 $4.2M +89% 172k 24.57
Constellation Brands Inc Cl A Stock (STZ) 0.3 $4.2M +41% 19k 219.07
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $4.2M -11% 82k 50.79
Bk Of America Corp Stock (BAC) 0.3 $4.1M -20% 135k 30.31
Polaris Stock (PII) 0.3 $4.0M +70% 42k 95.28
Procter And Gamble Stock (PG) 0.3 $4.0M -27% 29k 139.13
Adobe Systems Incorporated Stock (ADBE) 0.3 $4.0M 7.9k 500.13
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $3.9M 2.3k 1752.66
Activision Blizzard Stock (ATVI) 0.3 $3.9M +11% 42k 92.86
Ppl Corp Stock (PPL) 0.3 $3.9M +2% 139k 28.20
Broadcom Stock (AVGO) 0.3 $3.8M -7% 8.7k 437.86
Fleetcor Technologies Stock (FLT) 0.3 $3.7M -23% 14k 272.85
Nvidia Corporation Stock (NVDA) 0.3 $3.7M 7.1k 522.23
Ishares Morningstar Large-cap Growth Etf Etf (JKE) 0.3 $3.7M 13k 289.87
Chevron Corp Stock (CVX) 0.3 $3.7M -40% 43k 84.44
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.3 $3.6M -17% 44k 82.79
Starbucks Corp Stock (SBUX) 0.3 $3.6M -30% 34k 106.99
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.3 $3.6M +4794% 53k 68.36
Ishares U.s. Technology Etf Etf (IYW) 0.3 $3.6M +335% 42k 85.08
Cummins Stock (CMI) 0.3 $3.5M +5% 16k 227.12
Thermo Fisher Scientific Stock (TMO) 0.3 $3.5M 7.5k 465.82
Alibaba Group Hldg Adr (BABA) 0.3 $3.5M +176% 15k 232.73
Johnson & Johnson Stock (JNJ) 0.3 $3.5M -3% 22k 157.39
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.3 $3.5M -17% 25k 141.17
Alerian Mlp Etf Etf (AMLP) 0.3 $3.4M -26% 134k 25.66
Csx Corp Stock (CSX) 0.3 $3.4M -8% 37k 90.76
Walmart Stock (WMT) 0.3 $3.3M -35% 30k 110.86
Caterpillar Stock (CAT) 0.3 $3.3M +4% 18k 182.03
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX) 0.3 $3.3M -58% 8.7k 379.16
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $3.2M +2% 14k 231.90
Netflix Stock (NFLX) 0.2 $3.1M -9% 5.7k 540.75
Ishares S&p Midcap Fund Etf (IJH) 0.2 $3.0M +84% 13k 229.85
Northrop Grumman Corp Stock (NOC) 0.2 $3.0M 9.7k 304.72
Costco Whsl Corp Stock (COST) 0.2 $2.9M -7% 7.8k 376.71
Target Corp Stock (TGT) 0.2 $2.9M -53% 16k 176.54
Fedex Corp Stock (FDX) 0.2 $2.9M -39% 11k 259.61
Simon Ppty Group Reit (SPG) 0.2 $2.8M +46% 33k 85.28
Intel Corp Stock (INTC) 0.2 $2.8M -51% 55k 49.81
Freeport-mcmoran Inc Cl B Stock (FCX) 0.2 $2.7M +7% 105k 26.02
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $2.7M +675% 49k 55.76
Vulcan Matls Stock (VMC) 0.2 $2.7M -27% 18k 148.34
Expedia Group Stock (EXPE) 0.2 $2.6M -29% 20k 132.39
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $2.6M -3% 42k 62.70
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $2.5M +58% 28k 91.88
Ishares Currency Hedged Msci Acwi Ex U.s. Etf Etf (HAWX) 0.2 $2.5M -30% 86k 29.43
Cvs Health Corp Stock (CVS) 0.2 $2.5M +2% 37k 68.30
Facebook Inc Cl A Stock (FB) 0.2 $2.5M -53% 9.1k 273.18
Emerson Elec Stock (EMR) 0.2 $2.5M 31k 80.38
Mercadolibre Stock (MELI) 0.2 $2.3M +209% 1.4k 1675.23
Deere & Co Stock (DE) 0.2 $2.3M +1251% 8.6k 269.07
Micron Technology Stock (MU) 0.2 $2.2M +95% 30k 75.18
Visa Inc Com Cl A Stock (V) 0.2 $2.2M +28% 10k 218.73
Progressive Corp Stock (PGR) 0.2 $2.2M 22k 98.88
Prologis Reit (PLD) 0.2 $2.1M NEW 22k 99.67
Wynn Resorts Stock (WYNN) 0.2 $2.1M +508% 19k 112.84
Fastenal Stock (FAST) 0.2 $2.1M 43k 48.84
The Trade Desk Inc Com Cl A Stock (TTD) 0.2 $2.1M -10% 2.6k 800.93
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.2 $2.0M -7% 104k 19.40
Ishares U.s. Real Estate Etf Etf (IYR) 0.2 $2.0M +31% 24k 85.63
Mgm Resorts International Stock (MGM) 0.2 $2.0M +1469% 63k 31.52
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.0M +12% 5.3k 375.28
Proshares Ultrapro Russell 2000 Etf (URTY) 0.2 $2.0M 25k 78.71
Salesforce Stock (CRM) 0.2 $1.9M +28% 8.7k 222.54
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.9M -8% 5.7k 343.66
Keycorp Stock (KEY) 0.2 $1.9M +3% 118k 16.41
Merck & Co Stock (MRK) 0.1 $1.9M +5% 24k 81.81
Walgreens Boots Alliance Stock (WBA) 0.1 $1.9M -2% 48k 39.87
Oreilly Automotive Stock (ORLY) 0.1 $1.9M 4.2k 452.57
Southwest Airls Stock (LUV) 0.1 $1.9M +62% 41k 46.61
Morgan Stanley Stock (MS) 0.1 $1.9M +410% 27k 68.54
Honeywell Intl Stock (HON) 0.1 $1.8M -4% 8.6k 212.70
Nextera Energy Stock (NEE) 0.1 $1.8M +352% 23k 77.13
Lilly Eli & Co Stock (LLY) 0.1 $1.8M NEW 11k 168.83
Logitech Intl S A Stock (LOGI) 0.1 $1.7M -40% 18k 97.17
Spdr S&p 500 Etf Etf (SPY) 0.1 $1.7M -3% 4.6k 373.79
Roku Inc Com Cl A Stock (ROKU) 0.1 $1.7M -31% 5.2k 331.93
International Business Machs Stock (IBM) 0.1 $1.7M +180% 13k 125.85
Oneok Stock (OKE) 0.1 $1.7M -42% 44k 38.38
Bank Ozk Stock (OZK) 0.1 $1.7M +852% 53k 31.28
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.7M -2% 6.9k 241.17
Home Depot Stock (HD) 0.1 $1.6M +20% 6.1k 265.55
Hca Healthcare Stock (HCA) 0.1 $1.6M 9.8k 164.44
Halliburton Stock (HAL) 0.1 $1.6M -67% 83k 18.90
3M Stock (MMM) 0.1 $1.5M +268% 8.8k 174.75
United Rentals Stock (URI) 0.1 $1.5M -7% 6.6k 231.85
Skyworks Solutions Stock (SWKS) 0.1 $1.5M -36% 9.5k 152.88
Equinix Reit (EQIX) 0.1 $1.4M +19% 2.0k 714.29
Colgate Palmolive Stock (CL) 0.1 $1.4M +7% 17k 85.53
Pinterest Inc Cl A Stock (PINS) 0.1 $1.4M -9% 21k 65.88
Texas Roadhouse Stock (TXRH) 0.1 $1.4M +2206% 18k 78.14
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.4M NEW 14k 96.96
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $1.3M +1598% 20k 66.17
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $1.3M -8% 26k 51.03
Metlife Stock (MET) 0.1 $1.2M +4% 26k 46.95
Levi Strauss & Co New Cl A Com Stk Stock (LEVI) 0.1 $1.2M NEW 60k 20.09
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.2M +137% 6.0k 195.98
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $1.2M -77% 8.4k 138.12
Devon Energy Corp Stock (DVN) 0.1 $1.2M -82% 73k 15.81
Lululemon Athletica Stock (LULU) 0.1 $1.1M -47% 3.1k 347.87
Fiserv Stock (FISV) 0.1 $1.1M -68% 9.3k 113.87
American Tower Corp Reit (AMT) 0.1 $1.0M -67% 4.5k 224.53
Ishares Comex Gold Trust Etf (IAU) 0.1 $994k +10% 55k 18.13
Splunk Stock (SPLK) 0.1 $970k +500% 5.7k 169.94
Tesla Stock (TSLA) 0.1 $889k -60% 1.3k 705.56
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $872k 13k 69.12
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $857k -38% 8.3k 102.67
Luminar Technologies Inc Com Cl A Stock 0.1 $850k NEW 25k 34.01
Kraneshares Csi China Internet Etf Etf (KWEB) 0.1 $836k 11k 76.80
Vanguard Real Estate Etf Etf (VNQ) 0.1 $787k 9.3k 84.92
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $722k +3% 14k 51.69
Exxon Mobil Corp Stock (XOM) 0.0 $604k 15k 41.23
Square Inc Cl A Stock (SQ) 0.0 $604k -79% 2.8k 217.74
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $591k -17% 4.5k 130.09
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $588k -6% 2.2k 267.52
Mcdonalds Corp Stock (MCD) 0.0 $580k +3% 2.7k 214.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $567k -10% 2.0k 286.80
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $566k 9.2k 61.80
Kraft Heinz Stock (KHC) 0.0 $533k +25% 15k 34.69
Twitter Stock (TWTR) 0.0 $532k -20% 9.8k 54.15
Spdr S&p Semiconductor Etf Etf (XSD) 0.0 $515k 3.0k 170.76
Cerner Corp Stock (CERN) 0.0 $508k -18% 6.5k 78.50
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.0 $501k -15% 4.6k 108.96
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $501k +5% 11k 47.26
Twilio Inc Cl A Stock (TWLO) 0.0 $499k -19% 1.5k 338.53
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.0 $497k +17% 9.7k 51.34
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $470k +279% 7.4k 63.79
Mastercard Incorporated Cl A Stock (MA) 0.0 $470k -69% 1.3k 356.60
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $467k +64% 4.9k 94.71
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $458k -43% 9.1k 50.09
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.0 $451k -33% 20k 22.78
Fs Kkr Cap Corp Cef (FSK) 0.0 $451k +6% 27k 16.55
Altria Group Stock (MO) 0.0 $449k 11k 41.00
Xtrackers Msci Usa Esg Leaders Equity Etf Etf (USSG) 0.0 $441k +109% 13k 34.10
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.0 $437k -2% 3.7k 118.94
Pepsico Stock (PEP) 0.0 $434k -4% 9.4k 46.26
Vaneck Vectors Semiconductor Etf Etf (SMH) 0.0 $428k +2% 2.0k 218.37
Nikola Corp Stock (NKLA) 0.0 $407k -11% 27k 15.27
Slack Technologies Inc Com Cl A Stock (WORK) 0.0 $407k -2% 9.6k 42.20
Spdr S&p Midcap 400 Etf Etf (MDY) 0.0 $401k -20% 955.00 419.90
Ford Mtr Co Del Stock (F) 0.0 $397k -65% 45k 8.79
Spdr Gold Shares Etf (GLD) 0.0 $389k -94% 2.2k 178.52
Spdr S&p Dividend Etf Etf (SDY) 0.0 $388k 3.7k 105.98
Iq Arb Global Resources Etf Etf (GRES) 0.0 $387k 15k 25.80
Southern Stock (SO) 0.0 $383k -14% 6.2k 61.51
Ishares Morningstar Large-cap Value Etf Etf (JKF) 0.0 $378k +68% 3.4k 112.23
Clorox Co Del Stock (CLX) 0.0 $374k -80% 1.9k 202.05
Applied Matls Stock (AMAT) 0.0 $361k -19% 4.2k 86.20
International Paper Stock (IP) 0.0 $357k +123% 7.2k 49.69
Alteryx Inc Com Cl A Stock (AYX) 0.0 $348k +2518% 2.9k 121.93
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $347k -38% 13k 27.24
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $342k 4.9k 69.27
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $335k 2.4k 136.90
Illumina Stock (ILMN) 0.0 $333k NEW 900.00 370.00
Qualcomm Stock (QCOM) 0.0 $322k +2% 2.1k 152.53
Dollar Gen Corp Stock (DG) 0.0 $318k -2% 1.5k 210.32
United Parcel Service Inc Cl B Stock (UPS) 0.0 $318k -12% 1.9k 168.16
Spotify Technology S A Stock (SPOT) 0.0 $303k -76% 964.00 314.32
Comstock Res Stock (CRK) 0.0 $299k -36% 69k 4.36
Boston Beer Inc Cl A Stock (SAM) 0.0 $298k 300.00 993.33
Garmin Stock (GRMN) 0.0 $297k -10% 2.5k 119.61
Cisco Sys Stock (CSCO) 0.0 $292k -40% 6.5k 44.78
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $287k +3% 5.2k 55.41
Ishares Morningstar Mid-cap Value Etf Etf (JKI) 0.0 $277k -23% 1.8k 156.67
Valero Energy Corp Stock (VLO) 0.0 $266k -85% 4.7k 56.61
Amgen Stock (AMGN) 0.0 $262k +43% 1.1k 230.03
Lowes Cos Stock (LOW) 0.0 $259k -4% 1.6k 160.47
Sempra Energy Stock (SRE) 0.0 $257k -92% 2.0k 127.54
Ishares Mbs Etf Etf (MBB) 0.0 $245k +3% 2.2k 110.26
Coca Cola Stock (KO) 0.0 $240k -86% 8.3k 28.93
Philip Morris Intl Stock (PM) 0.0 $240k 2.9k 82.84
General Electric Stock (GE) 0.0 $237k -17% 22k 10.79
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $235k -89% 2.0k 119.90
Citigroup Stock (C) 0.0 $235k -46% 3.8k 61.70
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.0 $232k -8% 4.7k 49.22
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $231k +300% 3.2k 72.19
General Mtrs Stock (GM) 0.0 $229k -5% 5.5k 41.60
Ishares Russell Mid-cap Etf Etf (IWR) 0.0 $223k -29% 3.3k 68.62
Unilever Adr (UL) 0.0 $222k NEW 3.7k 60.34
Texas Instrs Stock (TXN) 0.0 $221k 1.3k 164.07
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $216k +44% 639.00 338.03
Ishares Msci Eafe Etf Etf (EFA) 0.0 $214k +104% 2.9k 72.86
Xtrackers Msci Eafe Esg Leaders Equity Etf Etf (EASG) 0.0 $210k +110% 7.2k 29.03
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $209k +27% 989.00 211.32
Raytheon Technologies Corp Stock (RTX) 0.0 $206k -32% 2.9k 71.33
Snap Inc Cl A Stock (SNAP) 0.0 $200k -53% 4.0k 50.06
Vanguard Utilities Index Fund Etf (VPU) 0.0 $200k 1.5k 136.89
Ark Innovation Etf Etf (ARKK) 0.0 $198k +901% 1.6k 124.37
Appian Corp Cl A Stock (APPN) 0.0 $196k +12% 1.2k 162.39
Shopify Inc Cl A Stock (SHOP) 0.0 $196k -48% 173.00 1132.95
Epr Pptys Com Sh Ben Int Reit (EPR) 0.0 $186k 5.7k 32.50
Ishares Intermediate Government/credit Bond Etf Etf (GVI) 0.0 $180k -97% 1.5k 117.88
Duke Energy Corp Stock (DUK) 0.0 $177k -88% 1.9k 91.61
Comcast Corp New Cl A Stock (CMCSA) 0.0 $162k +5% 3.1k 52.46
Bristol-myers Squibb Stock (BMY) 0.0 $157k -94% 2.5k 61.84
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $156k -22% 2.8k 55.22
Schwab 1000 Index Etf Etf (SCHK) 0.0 $155k -9% 4.2k 37.34
Bausch Health Cos Stock (BHC) 0.0 $154k 7.4k 20.78
Vanguard Small-cap Index Fund Etf (VB) 0.0 $152k 780.00 194.87
Aptus Defined Risk Etf Etf (DRSK) 0.0 $151k +171% 5.1k 29.34
Union Pac Corp Stock (UNP) 0.0 $150k 718.00 208.91
American Fin Tr Inc Com Class A Reit (AFIN) 0.0 $147k -61% 20k 7.44
Fs Kkr Cap Corp Ii Stock (FSKR) 0.0 $144k NEW 8.8k 16.35
Chipotle Mexican Grill Stock (CMG) 0.0 $139k 100.00 1390.00
General Dynamics Corp Stock (GD) 0.0 $132k -87% 886.00 148.98
Aon Plc Shs Cl A Stock (AON) 0.0 $132k +3% 623.00 211.88
Moderna Stock (MRNA) 0.0 $131k -87% 1.3k 104.63
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.0 $130k 426.00 305.16
Medtronic Stock (MDT) 0.0 $129k -19% 1.1k 117.06
Carmax Stock (KMX) 0.0 $127k 1.3k 94.78
Alexion Pharmaceuticals Stock (ALXN) 0.0 $125k -15% 800.00 156.25
Oracle Corp Stock (ORCL) 0.0 $124k -9% 1.9k 64.79
Kroger Stock (KR) 0.0 $124k +126% 3.9k 31.77
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $122k -97% 1.6k 76.59
Spdr S&p Metals And Mining Etf Etf (XME) 0.0 $117k -22% 3.5k 33.32
Spirit Airls Stock (SAVE) 0.0 $115k -74% 4.7k 24.36
Ishares Tips Bond Etf Etf (TIP) 0.0 $114k NEW 891.00 127.95
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $112k +118% 698.00 160.46
Enterprise Prods Partners Stock (EPD) 0.0 $107k +178% 5.5k 19.60
Abbott Labs Stock (ABT) 0.0 $107k +7% 978.00 109.41
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $101k -21% 1.5k 67.74
Dominion Energy Stock (D) 0.0 $99k -25% 1.3k 75.29
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $96k +36% 631.00 152.14
Delta Air Lines Inc Del Stock (DAL) 0.0 $95k -95% 2.4k 40.00
T-mobile Us Stock (TMUS) 0.0 $95k +16% 702.00 135.33
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $95k -2% 875.00 108.57
Southwestern Energy Stock (SWN) 0.0 $94k NEW 32k 2.97
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $94k -95% 710.00 132.39
Electronic Arts Stock (EA) 0.0 $94k -14% 656.00 143.29
Fastly Inc Cl A Stock (FSLY) 0.0 $94k +10% 1.1k 87.04
Ishares Russell 1000 Etf Etf (IWB) 0.0 $91k 428.00 212.62
Republic Svcs Stock (RSG) 0.0 $91k 947.00 96.09
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.0 $89k +111% 1.6k 54.04
Energy Transfer Lp Com Ut Ltd Ptn Stock (ET) 0.0 $87k -46% 14k 6.18
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.0 $82k -94% 1.4k 58.57
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $82k +65% 1.5k 56.01
Spdr Russell 1000 Momentum Focus Etf Etf (ONEO) 0.0 $81k -95% 953.00 84.99
Gilead Sciences Stock (GILD) 0.0 $80k -97% 1.4k 58.52
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $78k -12% 2.1k 37.86
Torchlight Energy Res Stock (TRCH) 0.0 $77k 110k 0.70
Vaneck Vectors Oil Services Etf Etf (OIH) 0.0 $77k 500.00 154.00
Carvana Co Cl A Stock (CVNA) 0.0 $76k -22% 318.00 238.99
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $75k +27% 1.2k 63.83
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $74k +34% 210.00 352.38
Neogenomics Stock (NEO) 0.0 $74k -8% 1.4k 53.70
Avantor Stock (AVTR) 0.0 $73k -97% 2.6k 28.27
Formfactor Stock (FORM) 0.0 $72k +2% 1.7k 42.93
Dnp Select Income Cef (DNP) 0.0 $72k 7.0k 10.29
Xilinx Stock (XLNX) 0.0 $71k -95% 501.00 141.72
Viatris Stock (VTRS) 0.0 $70k NEW 3.7k 18.87
Wingstop Stock (WING) 0.0 $69k NEW 520.00 132.69
Tjx Cos Stock (TJX) 0.0 $68k -31% 992.00 68.55
Caseys Gen Stores Stock (CASY) 0.0 $66k -68% 371.00 177.90
Vanguard Financials Index Fund Etf (VFH) 0.0 $63k 868.00 72.58
Kohls Corp Stock (KSS) 0.0 $62k -34% 1.5k 40.52
L3harris Technologies Stock (LHX) 0.0 $62k 330.00 187.88
X-trackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.0 $62k +13% 1.2k 50.41
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $62k 1.9k 33.51
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.0 $61k 1.0k 61.00
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.0 $61k 1.5k 41.44
Zscaler Stock (ZS) 0.0 $59k -23% 296.00 199.32
Vanguard Russell 1000 Etf Etf (VONE) 0.0 $58k 330.00 175.76
Palo Alto Networks Stock (PANW) 0.0 $57k 160.00 356.25
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $56k 482.00 116.18
Invesco Db Us Dollar Index Bullish Fund Etf (UUP) 0.0 $55k 2.3k 24.37
Corning Stock (GLW) 0.0 $54k 1.5k 36.00
Cme Group Stock (CME) 0.0 $54k -4% 295.00 183.05
Goldman Sachs Group Stock (GS) 0.0 $50k 189.00 264.55
Astrazeneca Adr (AZN) 0.0 $50k +15% 1.0k 49.55
Wabash Natl Corp Stock (WNC) 0.0 $50k -19% 2.9k 17.34
Dow Stock (DOW) 0.0 $49k 18k 2.71
Docusign Stock (DOCU) 0.0 $49k -94% 221.00 221.72
Ulta Beauty Stock (ULTA) 0.0 $49k 170.00 288.24
Public Svc Enterprise Grp Stock (PEG) 0.0 $49k -3% 848.00 57.78
Teladoc Health Stock (TDOC) 0.0 $48k +38% 239.00 200.84
Cree Stock (CREE) 0.0 $46k +4% 433.00 106.24
Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.0 $46k -23% 1.7k 27.45
Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $46k -13% 1.7k 27.30
Otis Worldwide Corp Stock (OTIS) 0.0 $45k 665.00 67.67
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $45k +81% 619.00 72.70
Western Digital Corp Stock (WDC) 0.0 $45k -98% 820.00 54.88
Novo-nordisk A S Adr (NVO) 0.0 $44k -2% 632.00 69.62
Hasbro Stock (HAS) 0.0 $43k +12% 457.00 94.09
Walker & Dunlop Stock (WD) 0.0 $43k +20% 468.00 91.88
Ishares Msci China Etf Etf (MCHI) 0.0 $42k -4% 518.00 81.08
Autodesk Stock (ADSK) 0.0 $42k +10% 138.00 304.35
BP Adr (BP) 0.0 $42k -80% 2.0k 20.66
Mks Instrs Stock (MKSI) 0.0 $41k 272.00 150.74
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $41k +19% 271.00 151.29
Carrier Global Corporation Stock (CARR) 0.0 $40k 1.1k 37.59
Dupont De Nemours Stock (DD) 0.0 $39k 544.00 71.69
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.0 $39k 137.00 284.67
Hilton Worldwide Hldgs Stock (HLT) 0.0 $37k 330.00 112.12
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $37k 548.00 67.52
Vaneck Vectors Gold Miners Etf Etf (GDX) 0.0 $36k -75% 1.0k 36.00
Servicenow Stock (NOW) 0.0 $35k 63.00 555.56
Sea Ltd Sponsord Ads Adr (SE) 0.0 $35k NEW 175.00 200.00
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $35k 286.00 122.38
Ishares Msci India Index Fund Etf (INDA) 0.0 $35k +15% 865.00 40.46
Bank New York Mellon Corp Stock (BK) 0.0 $35k 821.00 42.63
United States Stl Corp Stock (X) 0.0 $34k -94% 2.0k 16.83
Abb Adr (ABB) 0.0 $34k 1.2k 28.33
American Woodmark Corporation Stock (AMWD) 0.0 $33k 350.00 94.29
Tanger Factory Outlet Ctrs Reit (SKT) 0.0 $32k +45% 3.2k 10.00
Kinsale Cap Group Stock (KNSL) 0.0 $32k +64% 158.00 202.53
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $31k 554.00 55.96
Nordstrom Stock (JWN) 0.0 $31k -50% 1.0k 31.00
Okta Inc Cl A Stock (OKTA) 0.0 $31k +157% 121.00 256.20
Elastic N V Ord Stock (ESTC) 0.0 $30k NEW 208.00 144.23
Atlassian Corp Plc Cl A Stock (TEAM) 0.0 $30k +39% 128.00 234.38
Nuveen Mun Value Cef (NUV) 0.0 $29k 2.6k 11.08
Iron Mtn Reit (IRM) 0.0 $29k -23% 1.0k 29.00
Airbnb Inc Com Cl A Stock 0.0 $29k NEW 195.00 148.72
Designer Brands Inc Cl A Stock (DBI) 0.0 $28k -94% 3.6k 7.78
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $27k +177% 258.00 104.65
Nucor Corp Stock (NUE) 0.0 $27k 500.00 54.00
Aberdeen Standard Physical Silver Shares Etf Etf (SIVR) 0.0 $26k 1.0k 26.00
Ingredion Stock (INGR) 0.0 $24k 300.00 80.00
Enbridge Stock (ENB) 0.0 $24k NEW 739.00 32.48
Viacomcbs Inc Cl B Stock (VIAC) 0.0 $24k 653.00 36.75
Coupa Software Stock (COUP) 0.0 $23k +47% 68.00 338.24
Defiance Next Gen Connectivity Etf Etf (FIVG) 0.0 $22k NEW 650.00 33.85
Intuit Stock (INTU) 0.0 $22k 57.00 385.96
Fulgent Genetics Stock (FLGT) 0.0 $22k NEW 421.00 52.26
Boston Omaha Corp Stock (BOMN) 0.0 $22k 802.00 27.43
Us Bancorp Del Stock (USB) 0.0 $21k -98% 447.00 46.98
Corteva Stock (CTVA) 0.0 $21k 542.00 38.75
Medical Pptys Trust Reit (MPW) 0.0 $21k +876% 976.00 21.52
Lordstown Motors Corp Com Cl A Stock 0.0 $20k NEW 1.0k 20.00
Welltower Reit (WELL) 0.0 $19k +222% 290.00 65.52
Prudential Finl Stock (PRU) 0.0 $18k +2% 232.00 77.59
Live Oak Bancshares Stock (LOB) 0.0 $17k NEW 349.00 48.71
Direxion Daily S&p Oil & Gas Exp. & Prod. Bull 2x Shares Etf (GUSH) 0.0 $17k -2% 455.00 37.36
Solar Cap Cef (SLRC) 0.0 $15k 848.00 17.69
Avery Dennison Corp Stock (AVY) 0.0 $15k 96.00 156.25
Analog Devices Stock (ADI) 0.0 $15k 100.00 150.00
Fiverr Intl Ltd Ord Stock (FVRR) 0.0 $15k NEW 75.00 200.00
Hubspot Stock (HUBS) 0.0 $15k NEW 38.00 394.74
Stanley Black & Decker Stock (SWK) 0.0 $15k -18% 82.00 182.93
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $14k +157% 121.00 115.70
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $14k +28% 384.00 36.46
Schlumberger Stock (SLB) 0.0 $14k -68% 660.00 21.21
Conocophillips Stock (COP) 0.0 $13k -23% 324.00 40.12
Fox Corp Cl A Stock (FOXA) 0.0 $13k 437.00 29.75
Leggett & Platt Stock (LEG) 0.0 $12k 273.00 43.96
Monster Beverage Corp Stock (MNST) 0.0 $11k 115.00 95.65
Ugi Corp Stock (UGI) 0.0 $11k