Credential Qtrade Securities as of June 30, 2023
Portfolio Holdings for Credential Qtrade Securities
Credential Qtrade Securities holds 374 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 8.0 | $126M | 2.0M | 61.99 | |
| Bank Of Montreal Cadcom (BMO) | 4.5 | $72M | 793k | 90.32 | |
| Canadian Natural Resources (CNQ) | 4.3 | $68M | 1.2M | 56.23 | |
| Visa Com Cl A (V) | 3.5 | $56M | 237k | 237.48 | |
| Canadian Pacific Kansas City (CP) | 3.3 | $53M | 657k | 80.78 | |
| Cgi Cl A Sub Vtg (GIB) | 3.3 | $52M | 495k | 105.47 | |
| Sap Se Spon Adr (SAP) | 3.2 | $51M | 371k | 136.81 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.2 | $50M | 648k | 77.54 | |
| Enbridge (ENB) | 3.1 | $49M | 1.3M | 37.17 | |
| UnitedHealth (UNH) | 3.0 | $48M | 101k | 480.64 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.7 | $43M | 1.3M | 33.67 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $42M | 80k | 521.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $41M | 342k | 120.97 | |
| Linde SHS (LIN) | 2.3 | $36M | 94k | 381.08 | |
| Rogers Communications CL B (RCI) | 2.2 | $36M | 780k | 45.63 | |
| Canadian Natl Ry (CNI) | 2.2 | $36M | 293k | 121.11 | |
| Ball Corporation (BALL) | 2.1 | $34M | 580k | 58.21 | |
| Pepsi (PEP) | 1.9 | $30M | 161k | 185.22 | |
| Middleby Corporation (MIDD) | 1.9 | $30M | 200k | 147.83 | |
| Prudential Adr (PUK) | 1.8 | $29M | 1.0M | 28.32 | |
| Global Payments (GPN) | 1.8 | $29M | 296k | 98.52 | |
| Franco-Nevada Corporation (FNV) | 1.8 | $29M | 204k | 142.54 | |
| Microsoft Corporation (MSFT) | 1.7 | $27M | 79k | 340.54 | |
| Diageo Spon Adr New (DEO) | 1.6 | $26M | 148k | 173.48 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $23M | 237k | 97.82 | |
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $19M | 296k | 62.62 | |
| Rbc Cad (RY) | 1.1 | $18M | 186k | 95.52 | |
| Bk Nova Cad (BNS) | 1.0 | $16M | 313k | 50.04 | |
| Iqvia Holdings (IQV) | 0.9 | $14M | 64k | 224.77 | |
| Apple (AAPL) | 0.9 | $14M | 70k | 193.97 | |
| Telus Ord (TU) | 0.8 | $13M | 657k | 19.46 | |
| Tc Energy Corp (TRP) | 0.8 | $12M | 297k | 40.42 | |
| Bce Com New (BCE) | 0.7 | $12M | 259k | 45.60 | |
| Thomson Reuters Corp. (TRI) | 0.7 | $12M | 86k | 135.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $11M | 95k | 119.70 | |
| Danaher Corporation (DHR) | 0.6 | $9.7M | 40k | 240.00 | |
| Broadcom (AVGO) | 0.6 | $9.1M | 11k | 867.43 | |
| S&p Global (SPGI) | 0.5 | $8.6M | 21k | 400.89 | |
| Aon Shs Cl A (AON) | 0.4 | $7.1M | 21k | 345.20 | |
| Nutrien (NTR) | 0.4 | $7.0M | 119k | 59.04 | |
| Johnson & Johnson (JNJ) | 0.4 | $6.9M | 42k | 165.52 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.4 | $6.8M | 232k | 29.49 | |
| Cme (CME) | 0.4 | $6.8M | 37k | 185.29 | |
| Zoetis Cl A (ZTS) | 0.4 | $6.6M | 38k | 172.21 | |
| Amazon (AMZN) | 0.4 | $6.3M | 48k | 130.36 | |
| Oracle Corporation (ORCL) | 0.4 | $5.6M | 47k | 119.09 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $5.4M | 14k | 393.30 | |
| Rb Global (RBA) | 0.3 | $5.3M | 88k | 60.02 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $5.2M | 74k | 69.70 | |
| Sun Life Financial (SLF) | 0.3 | $5.1M | 98k | 52.14 | |
| Tfii Cn (TFII) | 0.3 | $4.9M | 43k | 113.94 | |
| Suncor Energy (SU) | 0.3 | $4.8M | 162k | 29.34 | |
| Nike CL B (NKE) | 0.3 | $4.7M | 43k | 110.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.5M | 13k | 341.00 | |
| Cae (CAE) | 0.3 | $4.4M | 196k | 22.38 | |
| Ecolab (ECL) | 0.3 | $4.2M | 23k | 186.69 | |
| Intercontinental Exchange (ICE) | 0.3 | $4.1M | 36k | 113.08 | |
| Costco Wholesale Corporation (COST) | 0.2 | $3.9M | 7.3k | 538.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.8M | 13k | 308.58 | |
| Waste Connections (WCN) | 0.2 | $3.8M | 27k | 142.93 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $3.8M | 87k | 43.25 | |
| Manulife Finl Corp (MFC) | 0.2 | $3.7M | 197k | 18.90 | |
| Cnh Indl N V SHS (CNH) | 0.2 | $3.5M | 244k | 14.40 | |
| Pembina Pipeline Corp (PBA) | 0.2 | $3.5M | 111k | 31.44 | |
| Meta Platforms Cl A (META) | 0.2 | $3.4M | 12k | 286.98 | |
| Cbre Group Cl A (CBRE) | 0.2 | $3.3M | 41k | 80.71 | |
| Shell Spon Ads (SHEL) | 0.2 | $3.2M | 52k | 60.38 | |
| Magna Intl Inc cl a (MGA) | 0.2 | $3.0M | 53k | 56.46 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.9M | 42k | 69.13 | |
| Open Text Corp (OTEX) | 0.2 | $2.9M | 69k | 41.60 | |
| Williams Companies (WMB) | 0.2 | $2.8M | 87k | 32.63 | |
| Fortis (FTS) | 0.2 | $2.8M | 65k | 43.10 | |
| Ats (ATS) | 0.2 | $2.6M | 57k | 46.01 | |
| Agnico (AEM) | 0.2 | $2.6M | 51k | 49.94 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.5M | 16k | 161.83 | |
| Stantec (STN) | 0.2 | $2.4M | 37k | 65.30 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.3M | 40k | 57.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.3M | 5.2k | 443.22 | |
| McDonald's Corporation (MCD) | 0.1 | $2.3M | 7.7k | 298.41 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $2.3M | 13k | 180.02 | |
| Roper Industries (ROP) | 0.1 | $2.2M | 4.7k | 480.80 | |
| Republic Services (RSG) | 0.1 | $2.2M | 14k | 153.17 | |
| Waste Management (WM) | 0.1 | $2.2M | 13k | 173.42 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.1M | 30k | 71.57 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.1M | 29k | 72.94 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $2.0M | 63k | 32.24 | |
| Air Products & Chemicals (APD) | 0.1 | $2.0M | 6.8k | 299.53 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.1 | $2.0M | 20k | 98.14 | |
| Copart (CPRT) | 0.1 | $1.9M | 21k | 91.21 | |
| Lowe's Companies (LOW) | 0.1 | $1.9M | 8.5k | 225.70 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.9M | 35k | 53.90 | |
| Shopify Cl A (SHOP) | 0.1 | $1.9M | 29k | 64.64 | |
| Intuit (INTU) | 0.1 | $1.9M | 4.0k | 458.19 | |
| Home Depot (HD) | 0.1 | $1.8M | 5.9k | 310.64 | |
| Procter & Gamble Company (PG) | 0.1 | $1.8M | 12k | 151.74 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.8M | 21k | 83.07 | |
| Cibc Cad (CM) | 0.1 | $1.7M | 41k | 42.70 | |
| Tecnoglass Ord Shs (TGLS) | 0.1 | $1.7M | 34k | 51.66 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $1.7M | 26k | 64.43 | |
| TJX Companies (TJX) | 0.1 | $1.6M | 19k | 84.79 | |
| Fiserv (FI) | 0.1 | $1.6M | 13k | 126.15 | |
| Coca-Cola Company (KO) | 0.1 | $1.6M | 26k | 60.22 | |
| Boston Scientific Corporation (BSX) | 0.1 | $1.5M | 28k | 54.09 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.5M | 5.6k | 264.01 | |
| Abbott Laboratories (ABT) | 0.1 | $1.5M | 13k | 109.02 | |
| Unilever Spon Adr New (UL) | 0.1 | $1.4M | 27k | 52.13 | |
| BP Sponsored Adr (BP) | 0.1 | $1.4M | 39k | 35.29 | |
| Progressive Corporation (PGR) | 0.1 | $1.4M | 10k | 132.37 | |
| Hartford Financial Services (HIG) | 0.1 | $1.4M | 19k | 72.02 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | 36k | 37.19 | |
| Abbvie (ABBV) | 0.1 | $1.3M | 9.8k | 134.73 | |
| Berry Plastics (BERY) | 0.1 | $1.3M | 20k | 64.34 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.2M | 15k | 84.17 | |
| American Financial (AFG) | 0.1 | $1.2M | 9.9k | 118.75 | |
| Guidewire Software (GWRE) | 0.1 | $1.1M | 15k | 76.08 | |
| CBOE Holdings (CBOE) | 0.1 | $1.1M | 8.2k | 138.01 | |
| Cameco Corporation (CCJ) | 0.1 | $1.1M | 36k | 31.32 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $1.1M | 12k | 90.04 | |
| Micron Technology (MU) | 0.1 | $1.1M | 17k | 63.11 | |
| Global Ship Lease Com Cl A (GSL) | 0.1 | $1.1M | 56k | 19.40 | |
| Barrick Gold Corp (GOLD) | 0.1 | $1.1M | 64k | 16.92 | |
| Descartes Sys Grp (DSGX) | 0.1 | $1.1M | 13k | 80.11 | |
| Electronic Arts (EA) | 0.1 | $1.0M | 8.0k | 129.70 | |
| Servicenow (NOW) | 0.1 | $1.0M | 1.8k | 561.97 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.0M | 107k | 9.45 | |
| FedEx Corporation (FDX) | 0.1 | $1.0M | 4.1k | 247.90 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $1.0M | 31k | 32.64 | |
| Methanex Corp (MEOH) | 0.1 | $996k | 24k | 41.33 | |
| Bank Ozk (OZK) | 0.1 | $985k | 25k | 40.16 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $977k | 6.7k | 145.44 | |
| Amgen (AMGN) | 0.1 | $974k | 4.4k | 222.02 | |
| Terex Corporation (TEX) | 0.1 | $968k | 16k | 59.83 | |
| Lci Industries (LCII) | 0.1 | $956k | 7.6k | 126.36 | |
| Mueller Industries (MLI) | 0.1 | $951k | 11k | 87.28 | |
| Dollar General (DG) | 0.1 | $947k | 5.6k | 169.78 | |
| Monster Beverage Corp (MNST) | 0.1 | $947k | 17k | 57.44 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $936k | 15k | 63.84 | |
| Relx Sponsored Adr (RELX) | 0.1 | $928k | 28k | 33.43 | |
| Wec Energy Group (WEC) | 0.1 | $927k | 11k | 88.24 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 0.1 | $914k | 60k | 15.17 | |
| New York Times Cl A (NYT) | 0.1 | $909k | 23k | 39.38 | |
| Applied Materials (AMAT) | 0.1 | $902k | 6.2k | 144.54 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $876k | 10k | 86.68 | |
| Moody's Corporation (MCO) | 0.1 | $871k | 2.5k | 347.72 | |
| Bofi Holding (AX) | 0.1 | $864k | 22k | 39.44 | |
| Walt Disney Company (DIS) | 0.1 | $860k | 9.6k | 89.28 | |
| Cisco Systems (CSCO) | 0.1 | $855k | 17k | 51.74 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $829k | 13k | 62.32 | |
| Masco Corporation (MAS) | 0.1 | $828k | 14k | 57.38 | |
| Sherwin-Williams Company (SHW) | 0.1 | $826k | 3.1k | 265.52 | |
| Ametek (AME) | 0.1 | $824k | 5.1k | 161.88 | |
| Chemours (CC) | 0.1 | $808k | 22k | 36.89 | |
| United Parcel Service CL B (UPS) | 0.0 | $791k | 4.4k | 179.25 | |
| Metropcs Communications (TMUS) | 0.0 | $788k | 5.7k | 138.90 | |
| salesforce (CRM) | 0.0 | $766k | 3.6k | 211.26 | |
| Enterprise Products Partners (EPD) | 0.0 | $762k | 29k | 26.35 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $761k | 1.1k | 724.75 | |
| Dow (DOW) | 0.0 | $745k | 14k | 53.26 | |
| Chevron Corporation (CVX) | 0.0 | $741k | 4.7k | 157.35 | |
| Seaworld Entertainment (PRKS) | 0.0 | $741k | 13k | 56.01 | |
| Credit Acceptance (CACC) | 0.0 | $728k | 1.4k | 507.93 | |
| Granite Real Estate Invt Tr Unit 99/99/9999 | 0.0 | $720k | 12k | 59.17 | |
| Snowflake Cl A (SNOW) | 0.0 | $703k | 4.0k | 175.98 | |
| Hf Sinclair Corp (DINO) | 0.0 | $698k | 16k | 44.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $695k | 6.9k | 100.92 | |
| Dollar Tree (DLTR) | 0.0 | $694k | 4.8k | 143.50 | |
| EOG Resources (EOG) | 0.0 | $694k | 6.1k | 114.44 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $683k | 6.4k | 107.25 | |
| Illinois Tool Works (ITW) | 0.0 | $680k | 2.7k | 250.16 | |
| Abb Sponsored Adr (ABBNY) | 0.0 | $665k | 17k | 39.25 | |
| IDEXX Laboratories (IDXX) | 0.0 | $638k | 1.3k | 502.23 | |
| Constellation Brands Cl A (STZ) | 0.0 | $602k | 2.4k | 246.13 | |
| Crown Castle Intl (CCI) | 0.0 | $599k | 5.3k | 113.94 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $595k | 26k | 23.19 | |
| BlackRock | 0.0 | $593k | 858.00 | 691.14 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $582k | 1.7k | 341.94 | |
| Equinix (EQIX) | 0.0 | $581k | 741.00 | 783.94 | |
| Brookfield Renewable Corp Cl A Sub Vtg | 0.0 | $580k | 18k | 31.55 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $563k | 5.7k | 98.00 | |
| Teck Resources CL B (TECK) | 0.0 | $548k | 13k | 42.08 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $542k | 2.8k | 196.38 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $507k | 9.0k | 56.68 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $503k | 14k | 36.55 | |
| Starbucks Corporation (SBUX) | 0.0 | $499k | 5.0k | 99.06 | |
| Evergy (EVRG) | 0.0 | $493k | 8.4k | 58.42 | |
| Paypal Holdings (PYPL) | 0.0 | $486k | 7.3k | 66.73 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $472k | 4.2k | 111.60 | |
| Amphenol Corp Cl A (APH) | 0.0 | $462k | 5.4k | 84.95 | |
| Crescent Point Energy Trust | 0.0 | $456k | 68k | 6.73 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $401k | 1.7k | 231.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $399k | 1.1k | 351.91 | |
| Insperity (NSP) | 0.0 | $389k | 3.3k | 118.96 | |
| Booking Holdings (BKNG) | 0.0 | $389k | 144.00 | 2700.33 | |
| Epam Systems (EPAM) | 0.0 | $389k | 1.7k | 224.75 | |
| Norfolk Southern (NSC) | 0.0 | $383k | 1.7k | 226.76 | |
| Amdocs SHS (DOX) | 0.0 | $372k | 3.8k | 98.85 | |
| Rockwell Automation (ROK) | 0.0 | $367k | 1.1k | 329.45 | |
| CarMax (KMX) | 0.0 | $361k | 4.3k | 83.70 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $348k | 1.7k | 204.68 | |
| Omni (OMC) | 0.0 | $347k | 3.6k | 95.15 | |
| Kellogg Company (K) | 0.0 | $345k | 5.1k | 67.40 | |
| Servisfirst Bancshares (SFBS) | 0.0 | $342k | 8.4k | 40.92 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $342k | 8.6k | 39.62 | |
| Ptc (PTC) | 0.0 | $337k | 2.4k | 142.30 | |
| GSK Sponsored Adr (GSK) | 0.0 | $322k | 9.0k | 35.64 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $305k | 7.3k | 41.55 | |
| CSX Corporation (CSX) | 0.0 | $297k | 8.7k | 34.10 | |
| Union Pacific Corporation (UNP) | 0.0 | $295k | 1.4k | 204.62 | |
| Bank of America Corporation (BAC) | 0.0 | $295k | 10k | 28.69 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $288k | 2.6k | 110.60 | |
| Wells Fargo & Company (WFC) | 0.0 | $285k | 6.7k | 42.68 | |
| Motorola Solutions Com New (MSI) | 0.0 | $279k | 950.00 | 293.28 | |
| Domino's Pizza (DPZ) | 0.0 | $272k | 807.00 | 336.99 | |
| Icon SHS (ICLR) | 0.0 | $272k | 1.1k | 250.20 | |
| Deere & Company (DE) | 0.0 | $270k | 667.00 | 405.19 | |
| BRP Com Sun Vtg (DOOO) | 0.0 | $258k | 3.0k | 84.55 | |
| Humana (HUM) | 0.0 | $252k | 563.00 | 447.13 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $230k | 4.7k | 49.27 | |
| Celestica Sub Vtg Shs | 0.0 | $228k | 16k | 14.52 | |
| Qualcomm (QCOM) | 0.0 | $216k | 1.8k | 119.04 | |
| American Water Works (AWK) | 0.0 | $207k | 1.4k | 142.75 | |
| Topbuild (BLD) | 0.0 | $205k | 769.00 | 266.02 | |
| SYSCO Corporation (SYY) | 0.0 | $191k | 2.6k | 74.20 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $189k | 3.6k | 52.23 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $189k | 8.2k | 22.98 | |
| Avery Dennison Corporation (AVY) | 0.0 | $187k | 1.1k | 171.80 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $181k | 3.6k | 50.09 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $164k | 19k | 8.60 | |
| Simon Property (SPG) | 0.0 | $157k | 1.4k | 115.48 | |
| Newmont Mining Corporation (NEM) | 0.0 | $155k | 3.6k | 42.64 | |
| Icici Bank Adr (IBN) | 0.0 | $152k | 6.6k | 23.08 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $141k | 1.7k | 83.35 | |
| National Resh Corp Com New (NRC) | 0.0 | $139k | 3.2k | 43.51 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $138k | 310.00 | 445.51 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $131k | 536.00 | 244.98 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $115k | 312.00 | 369.42 | |
| Morgan Stanley Com New (MS) | 0.0 | $112k | 1.3k | 85.40 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.0 | $112k | 4.3k | 26.09 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $99k | 955.00 | 104.09 | |
| Cenovus Energy (CVE) | 0.0 | $95k | 5.6k | 16.99 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $91k | 689.00 | 132.72 | |
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.0 | $88k | 1.5k | 58.83 | |
| Winmark Corporation (WINA) | 0.0 | $85k | 257.00 | 332.47 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $81k | 14k | 5.90 | |
| Eli Lilly & Co. (LLY) | 0.0 | $71k | 152.00 | 468.97 | |
| Nextera Energy (NEE) | 0.0 | $71k | 952.00 | 74.20 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $69k | 1.4k | 48.88 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $68k | 676.00 | 100.78 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $68k | 382.00 | 178.29 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $67k | 849.00 | 79.03 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $59k | 7.2k | 8.27 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 0.0 | $48k | 1.7k | 29.16 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $41k | 93.00 | 442.38 | |
| Tesla Motors (TSLA) | 0.0 | $41k | 156.00 | 261.77 | |
| Ishares Tr Broad Usd High (USHY) | 0.0 | $34k | 957.00 | 35.30 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $34k | 541.00 | 62.27 | |
| Encana Corporation (OVV) | 0.0 | $31k | 808.00 | 38.06 | |
| Honeywell International (HON) | 0.0 | $31k | 148.00 | 207.50 | |
| ConocoPhillips (COP) | 0.0 | $28k | 273.00 | 103.61 | |
| General Electric Com New (GE) | 0.0 | $25k | 231.00 | 109.85 | |
| American Express Company (AXP) | 0.0 | $25k | 143.00 | 174.20 | |
| Pfizer (PFE) | 0.0 | $24k | 666.00 | 36.68 | |
| Netflix (NFLX) | 0.0 | $24k | 55.00 | 440.47 | |
| Analog Devices (ADI) | 0.0 | $22k | 114.00 | 194.81 | |
| Devon Energy Corporation (DVN) | 0.0 | $22k | 450.00 | 48.34 | |
| Enerflex (EFXT) | 0.0 | $22k | 3.2k | 6.81 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $21k | 113.00 | 188.08 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.0 | $21k | 1.2k | 17.80 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $21k | 200.00 | 103.74 | |
| NVIDIA Corporation (NVDA) | 0.0 | $20k | 47.00 | 423.00 | |
| Verisk Analytics (VRSK) | 0.0 | $19k | 84.00 | 226.02 | |
| Lululemon Athletica (LULU) | 0.0 | $18k | 48.00 | 378.50 | |
| West Fraser Timb (WFG) | 0.0 | $17k | 200.00 | 85.92 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $17k | 34.00 | 488.97 | |
| Caterpillar (CAT) | 0.0 | $17k | 67.00 | 246.04 | |
| Fury Gold Mines (FURY) | 0.0 | $15k | 37k | 0.42 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $15k | 237.00 | 61.92 | |
| Commerce Bancshares (CBSH) | 0.0 | $15k | 299.00 | 48.70 | |
| Autodesk (ADSK) | 0.0 | $14k | 66.00 | 204.61 | |
| Algoma Stl Group (ASTL) | 0.0 | $13k | 1.9k | 7.07 | |
| Prologis (PLD) | 0.0 | $13k | 104.00 | 122.62 | |
| Martin Marietta Materials (MLM) | 0.0 | $13k | 27.00 | 461.67 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $12k | 640.00 | 18.86 | |
| Cintas Corporation (CTAS) | 0.0 | $12k | 24.00 | 497.04 | |
| Transalta Corp (TAC) | 0.0 | $12k | 1.2k | 9.36 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | 115.00 | 97.96 | |
| Mannkind Corp Com New (MNKD) | 0.0 | $11k | 2.7k | 4.07 | |
| Edwards Lifesciences (EW) | 0.0 | $9.3k | 99.00 | 94.32 | |
| Uber Technologies (UBER) | 0.0 | $8.6k | 200.00 | 43.17 | |
| IDEX Corporation (IEX) | 0.0 | $8.6k | 40.00 | 215.25 | |
| Align Technology (ALGN) | 0.0 | $8.5k | 24.00 | 353.62 | |
| Boeing Company (BA) | 0.0 | $8.4k | 40.00 | 211.15 | |
| Imperial Oil Com New (IMO) | 0.0 | $7.2k | 140.00 | 51.16 | |
| Waters Corporation (WAT) | 0.0 | $6.9k | 26.00 | 266.54 | |
| AmerisourceBergen (COR) | 0.0 | $6.3k | 33.00 | 192.42 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.3k | 77.00 | 81.23 | |
| Microchip Technology (MCHP) | 0.0 | $6.1k | 68.00 | 89.59 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $5.9k | 46.00 | 128.15 | |
| Lennar Corp Cl A (LEN) | 0.0 | $5.9k | 47.00 | 125.30 | |
| Generac Holdings (GNRC) | 0.0 | $5.7k | 38.00 | 149.11 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $5.6k | 300.00 | 18.83 | |
| Ansys (ANSS) | 0.0 | $5.3k | 16.00 | 330.25 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $5.2k | 31.00 | 167.81 | |
| Match Group (MTCH) | 0.0 | $5.0k | 120.00 | 41.85 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $5.0k | 46.00 | 108.48 | |
| Ameriprise Financial (AMP) | 0.0 | $5.0k | 15.00 | 332.13 | |
| Merck & Co (MRK) | 0.0 | $4.8k | 42.00 | 115.38 | |
| Fidelity National Information Services (FIS) | 0.0 | $4.8k | 87.00 | 54.69 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $4.7k | 12.00 | 390.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $4.6k | 50.00 | 92.96 | |
| Aptar (ATR) | 0.0 | $4.5k | 39.00 | 115.85 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $4.4k | 200.00 | 21.77 | |
| Xylem (XYL) | 0.0 | $4.1k | 36.00 | 112.61 | |
| Corteva (CTVA) | 0.0 | $4.0k | 70.00 | 57.30 | |
| Alcon Ord Shs (ALC) | 0.0 | $3.9k | 48.00 | 82.10 | |
| Pan American Silver Corp Can (PAAS) | 0.0 | $3.9k | 270.00 | 14.57 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $3.7k | 148.00 | 25.30 | |
| L3harris Technologies (LHX) | 0.0 | $3.5k | 18.00 | 195.72 | |
| RPM International (RPM) | 0.0 | $3.5k | 39.00 | 89.72 | |
| Caledonia Mng Corp Shs New (CMCL) | 0.0 | $3.5k | 300.00 | 11.63 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $3.3k | 85.00 | 38.82 | |
| Atmos Energy Corporation (ATO) | 0.0 | $3.3k | 28.00 | 116.32 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $3.1k | 32.00 | 97.31 | |
| Phillips 66 (PSX) | 0.0 | $3.1k | 32.00 | 95.38 | |
| General Dynamics Corporation (GD) | 0.0 | $3.0k | 14.00 | 215.14 | |
| Capital One Financial (COF) | 0.0 | $3.0k | 27.00 | 109.33 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $2.9k | 56.00 | 51.68 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $2.8k | 42.00 | 66.76 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.7k | 130.00 | 20.90 | |
| PNC Financial Services (PNC) | 0.0 | $2.6k | 21.00 | 125.90 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $2.4k | 22.00 | 110.41 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $2.4k | 22.00 | 107.50 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $2.3k | 310.00 | 7.37 | |
| Equity Lifestyle Properties (ELS) | 0.0 | $2.3k | 34.00 | 66.88 | |
| Brookfield Infrastructure Com Sb Vtg Shs A | 0.0 | $2.2k | 48.00 | 45.60 | |
| Alcoa (AA) | 0.0 | $2.0k | 60.00 | 33.92 | |
| HudBay Minerals (HBM) | 0.0 | $1.8k | 374.00 | 4.79 | |
| Cnx Resources Corporation (CNX) | 0.0 | $1.8k | 100.00 | 17.72 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $1.6k | 120.00 | 13.47 | |
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $1.5k | 90.00 | 17.21 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.5k | 12.00 | 126.92 | |
| Cardinal Health (CAH) | 0.0 | $1.5k | 16.00 | 94.56 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.0 | $1.4k | 85.00 | 16.92 | |
| Triton Intl Cl A | 0.0 | $1.4k | 17.00 | 83.24 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $1.4k | 21.00 | 67.29 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $1.4k | 15.00 | 91.80 | |
| Prudential Financial (PRU) | 0.0 | $1.3k | 15.00 | 88.20 | |
| PPL Corporation (PPL) | 0.0 | $1.3k | 50.00 | 26.46 | |
| Ferguson SHS | 0.0 | $1.3k | 8.00 | 157.25 | |
| Public Service Enterprise (PEG) | 0.0 | $1.2k | 19.00 | 62.58 | |
| Citigroup Com New (C) | 0.0 | $1.2k | 25.00 | 46.04 | |
| Medtronic SHS (MDT) | 0.0 | $1.1k | 13.00 | 88.08 | |
| Kinross Gold Corp (KGC) | 0.0 | $1.1k | 238.00 | 4.77 | |
| Brunswick Corporation (BC) | 0.0 | $1.1k | 13.00 | 86.62 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $1.1k | 278.00 | 4.03 | |
| WPP Adr (WPP) | 0.0 | $1.1k | 21.00 | 52.24 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $1.1k | 13.00 | 83.62 | |
| Kinder Morgan (KMI) | 0.0 | $1.1k | 62.00 | 17.21 | |
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $1.0k | 28.00 | 36.39 | |
| Gilead Sciences (GILD) | 0.0 | $1.0k | 13.00 | 77.00 | |
| Nexstar Media Group Common Stock (NXST) | 0.0 | $999.000000 | 6.00 | 166.50 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $993.000600 | 34.00 | 29.21 | |
| Trupanion (TRUP) | 0.0 | $984.000000 | 50.00 | 19.68 | |
| AvalonBay Communities (AVB) | 0.0 | $946.000000 | 5.00 | 189.20 | |
| Autoliv (ALV) | 0.0 | $935.000000 | 11.00 | 85.00 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $732.001600 | 176.00 | 4.16 | |
| Bionano Genomics | 0.0 | $621.996000 | 1.0k | 0.61 | |
| Seabridge Gold (SA) | 0.0 | $602.000000 | 50.00 | 12.04 | |
| Brookfield Reins Cl A Exch Lt Vtg (BNRE) | 0.0 | $236.000100 | 7.00 | 33.71 | |
| Lordstown Motors Corp Cl A New (NRDE) | 0.0 | $139.999200 | 66.00 | 2.12 | |
| New Gold Inc Cda (NGD) | 0.0 | $108.000000 | 100.00 | 1.08 | |
| Aurora Cannabis | 0.0 | $51.002600 | 97.00 | 0.53 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $42.997000 | 190.00 | 0.23 | |
| First Majestic Silver Corp (AG) | 0.0 | $28.000000 | 5.00 | 5.60 |