0001799544-21-000005.txt : 20211112
0001799544-21-000005.hdr.sgml : 20211112
20211112125054
ACCESSION NUMBER: 0001799544-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211112
DATE AS OF CHANGE: 20211112
EFFECTIVENESS DATE: 20211112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HOEY INVESTMENTS, INC
CENTRAL INDEX KEY: 0001799544
IRS NUMBER: 261467855
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19650
FILM NUMBER: 211402069
BUSINESS ADDRESS:
STREET 1: 1000 BRANDYWINE CREEK ROAD
CITY: COATESVILLE
STATE: PA
ZIP: 19320
BUSINESS PHONE: 6107384280
MAIL ADDRESS:
STREET 1: 1000 BRANDYWINE CREEK ROAD
CITY: COATESVILLE
STATE: PA
ZIP: 19320
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001799544
XXXXXXXX
09-30-2021
09-30-2021
HOEY INVESTMENTS, INC
1000 BRANDYWINE CREEK ROAD
COATESVILLE
PA
19320
13F HOLDINGS REPORT
028-19650
N
Francis Hoey
Chief Compliance Officer
610-738-4280
Francis Hoey
Coatesville
PA
11-12-2021
0
240
334882
false
INFORMATION TABLE
2
hoey3q21.xml
3M CO
COM
88579Y101
55
315
SH
SOLE
0
0
315
ABBOTT LABS
COM
002824100
59
500
SH
SOLE
0
0
500
ABBVIE INC
COM
00287Y109
135
1250
SH
SOLE
0
0
1250
ACTIVISION BLIZZARD INC
COM
00507V109
23
302
SH
SOLE
0
0
302
ADOBE SYSTEMS INCORPORATED
COM
00724F101
187
325
SH
SOLE
0
0
325
ADVANCED MICRO DEVICES INC
COM
007903107
246
2388
SH
SOLE
0
0
2388
AFFIRM HLDGS INC
COM CL A
00827B106
119
1000
SH
SOLE
0
0
1000
AGILENT TECHNOLOGIES INC
COM
00846U101
37
238
SH
SOLE
0
0
238
AIRBNB INC
COM CL A
009066101
80
475
SH
SOLE
0
0
475
ALLSTATE CORP
COM
020002101
21
166
SH
SOLE
0
0
166
ALPHABET INC
CAP STK CL C
02079K107
53
20
SH
SOLE
0
0
20
ALPHABET INC
CAP STK CL A
02079K305
6513
2436
SH
SOLE
0
0
2436
ALTERYX INC
COM CL A
02156B103
2
24
SH
SOLE
0
0
24
AMAZON COM INC
COM
023135106
11499
3500
SH
Call
SOLE
0
0
3500
AMAZON COM INC
COM
023135106
54650
16636
SH
SOLE
1
0
16635
AMC ENTMT HLDGS INC
CL A COM
00165C104
8
200
SH
SOLE
0
0
200
AMERICAN WTR WKS CO INC NEW
COM
030420103
145
856
SH
SOLE
0
0
856
AMGEN INC
COM
031162100
29
135
SH
SOLE
0
0
135
AMPCO-PITTSBURG CORP
COM
032037103
1
177
SH
SOLE
0
0
177
AMPLIFY ETF TR
ONLIN RETL ETF
032108102
2
19
SH
SOLE
0
0
19
APPLE INC
COM
037833100
40850
288689
SH
SOLE
8
0
288677
ARK ETF TR
INNOVATION ETF
00214Q104
68
615
SH
SOLE
0
0
615
ARROW ELECTRS INC
COM
042735100
22
192
SH
SOLE
0
0
192
AT&T INC
COM
00206R102
163
6050
SH
SOLE
0
0
6050
AURORA CANNABIS INC
COM
05156X884
1
81
SH
SOLE
0
0
81
AUTOMATIC DATA PROCESSING IN
COM
053015103
600
3000
SH
SOLE
0
0
3000
BALLARD PWR SYS INC NEW
COM
058586108
1
80
SH
SOLE
0
0
80
BATH & BODY WORKS INC
COM
070830104
3
45
SH
SOLE
0
0
45
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
34
125
SH
SOLE
0
0
125
BEST BUY INC
COM
086516101
53
505
SH
SOLE
0
0
505
BHP GROUP LTD
SPONSORED ADS
088606108
1210
22614
SH
SOLE
0
0
22614
BK OF AMERICA CORP
COM
060505104
5468
128822
SH
SOLE
0
0
128822
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
1592
162486
SH
SOLE
0
0
162486
BLACKROCK ENHANCED INTL DIV
COM BENE INTER
092524107
78
12750
SH
SOLE
0
0
12750
BLACKROCK INC
COM
09247X101
424
505
SH
SOLE
0
0
505
BLACKROCK LTD DURATION INCOM
COM SHS
09249W101
23
1347
SH
SOLE
0
0
1347
BLACKSTONE INC
COM
09260D107
116
1000
SH
SOLE
0
0
1000
BOEING CO
COM
097023105
217
985
SH
SOLE
0
0
985
BOSTON SCIENTIFIC CORP
COM
101137107
22
500
SH
SOLE
0
0
500
BRISTOL-MYERS SQUIBB CO
COM
110122108
53
900
SH
SOLE
0
0
900
BTCS INC
COM NEW
05581M404
0
5
SH
SOLE
0
0
5
CANOPY GROWTH CORP
COM
138035100
4
303
SH
SOLE
0
0
303
CAPITAL ONE FINL CORP
COM
14040H105
5
31
SH
SOLE
0
0
31
CARNIVAL CORP
UNIT 99/99/9999
143658300
2
84
SH
SOLE
0
0
84
CATERPILLAR INC
COM
149123101
987
5140
SH
SOLE
0
0
5140
CERNER CORP
COM
156782104
0
3
SH
SOLE
0
0
3
CHARTER COMMUNICATIONS INC N
CL A
16119P108
1
1
SH
SOLE
0
0
1
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
124
1100
SH
SOLE
0
0
1100
CHEVRON CORP NEW
COM
166764100
76
750
SH
SOLE
0
0
750
CIGNA CORP NEW
COM
125523100
18
90
SH
SOLE
0
0
90
CISCO SYS INC
COM
17275R102
32
597
SH
SOLE
0
0
597
CITIGROUP INC
COM NEW
172967424
18
260
SH
SOLE
0
0
260
COMCAST CORP NEW
CL A
20030N101
175
3127
SH
SOLE
0
0
3127
COMMERCIAL METALS CO
COM
201723103
1562
51287
SH
SOLE
0
0
51287
CONOCOPHILLIPS
COM
20825C104
687
10140
SH
SOLE
0
0
10140
COSTCO WHSL CORP NEW
COM
22160K105
536
1193
SH
SOLE
0
0
1193
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
11
100
SH
SOLE
0
0
100
CRONOS GROUP INC
COM
22717L101
1
263
SH
SOLE
0
0
263
CROWDSTRIKE HLDGS INC
CL A
22788C105
2409
9802
SH
SOLE
0
0
9802
CUMMINS INC
COM
231021106
8
34
SH
SOLE
0
0
34
CVS HEALTH CORP
COM
126650100
3062
36081
SH
SOLE
0
0
36081
D R HORTON INC
COM
23331A109
86
1030
SH
SOLE
0
0
1030
DELAWARE ENHANCED GLOBAL DIV
COM
246060107
129
12750
SH
SOLE
0
0
12750
DIDI GLOBAL INC
SPONSORED ADS
23292E108
23
3000
SH
SOLE
0
0
3000
DISNEY WALT CO
COM
254687106
4445
26278
SH
SOLE
0
0
26278
DRAFTKINGS INC
COM CL A
26142R104
10
200
SH
Call
SOLE
0
0
200
DRAFTKINGS INC
COM CL A
26142R104
5
100
SH
SOLE
0
0
100
DUPONT DE NEMOURS INC
COM
26614N102
90
1317
SH
SOLE
0
0
1317
DXC TECHNOLOGY CO
COM
23355L106
17
517
SH
SOLE
0
0
517
EATON CORP PLC
SHS
G29183103
20
134
SH
SOLE
0
0
134
EATON VANCE RISK-MANAGED DIV
COM
27829G106
107
10000
SH
SOLE
0
0
10000
EDITAS MEDICINE INC
COM
28106W103
10
250
SH
SOLE
0
0
250
EMERSON ELEC CO
COM
291011104
94
1000
SH
SOLE
0
0
1000
ENPHASE ENERGY INC
COM
29355A107
110
735
SH
SOLE
0
0
735
ENTERPRISE PRODS PARTNERS L
COM
293792107
16
750
SH
SOLE
0
0
750
EPR PPTYS
COM SH BEN INT
26884U109
1
22
SH
SOLE
0
0
22
ETF MANAGERS TR
WEDBUSH VID GAME
26924G706
0
2
SH
SOLE
0
0
2
EXXON MOBIL CORP
COM
30231G102
684
11625
SH
SOLE
0
0
11625
FACEBOOK INC
CL A
30303M102
5567
16403
SH
SOLE
0
0
16403
FIDELITY COVINGTON TRUST
MSCI CONSM DIS
316092204
6
75
SH
SOLE
0
0
75
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
6
90
SH
SOLE
0
0
90
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
6
50
SH
SOLE
0
0
50
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
33734X200
29
1173
SH
SOLE
0
0
1173
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
5
30
SH
SOLE
0
0
30
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
33738D101
8
349
SH
SOLE
0
0
349
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
11
226
SH
SOLE
0
0
226
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
13
213
SH
SOLE
0
0
213
FISKER INC
CL A COM STK
33813J106
15
1000
SH
SOLE
0
0
1000
FNCB BANCORP INC
COM
302578109
139
16929
SH
SOLE
0
0
16929
FORTINET INC
COM
34959E109
70
240
SH
SOLE
0
0
240
GAP INC
COM
364760108
1
65
SH
SOLE
0
0
65
GENERAL ELECTRIC CO
COM NEW
369604301
12
112
SH
SOLE
0
0
112
GENERAL MTRS CO
COM
37045V100
6
120
SH
SOLE
0
0
120
GMS INC
COM
36251C103
3
65
SH
SOLE
0
0
65
GOLD TR
ISHARES NEW
464285204
10
311
SH
SOLE
0
0
311
GOLDMAN SACHS GROUP INC
COM
38141G104
5522
14608
SH
SOLE
0
0
14608
GROWGENERATION CORP
COM
39986L109
1
30
SH
SOLE
0
0
30
GUILD HLDGS CO
CL A
40172N107
64
4616
SH
SOLE
0
0
4616
HALLIBURTON CO
COM
406216101
430
19895
SH
SOLE
0
0
19895
HANCOCK JOHN INVS TR
COM
410142103
16
856
SH
SOLE
0
0
856
HANCOCK JOHN PREM DIVID FD
COM SH BEN INT
41013T105
53
3207
SH
SOLE
0
0
3207
HARLEY DAVIDSON INC
COM
412822108
1
20
SH
SOLE
0
0
20
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
3
200
SH
SOLE
0
0
200
HOME DEPOT INC
COM
437076102
10711
32631
SH
SOLE
0
0
32631
HONEYWELL INTL INC
COM
438516106
796
3750
SH
SOLE
0
0
3750
HP INC
COM
40434L105
5
200
SH
SOLE
0
0
200
INTEL CORP
COM
458140100
375
7029
SH
SOLE
0
0
7029
INTELLIA THERAPEUTICS INC
COM
45826J105
13
100
SH
SOLE
0
0
100
INTERNATIONAL BUSINESS MACHS
COM
459200101
324
2331
SH
SOLE
0
0
2331
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
69
519
SH
SOLE
0
0
519
INUVO INC
COM NEW
46122W204
0
100
SH
SOLE
0
0
100
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
0
8
SH
SOLE
0
0
8
INVESCO QQQ TR
UNIT SER 1
46090E103
4
12
SH
SOLE
0
0
12
ISHARES INC
MSCI ISRAEL ETF
464286632
6
90
SH
SOLE
0
0
90
ISHARES INC
CORE MSCI EMKT
46434G103
16
254
SH
SOLE
0
0
254
ISHARES SILVER TR
ISHARES
46428Q109
106
5155
SH
SOLE
0
0
5155
ISHARES TR
SELECT DIVID ETF
464287168
0
4
SH
SOLE
0
0
4
ISHARES TR
TIPS BD ETF
464287176
4
35
SH
SOLE
0
0
35
ISHARES TR
CORE US AGGBD ET
464287226
8
72
SH
SOLE
0
0
72
ISHARES TR
ISHS 1-5YR INVS
464288646
15
271
SH
SOLE
0
0
271
ISHARES TR
PFD AND INCM SEC
464288687
11
282
SH
SOLE
0
0
282
ISHARES TR
US OIL GS EX ETF
464288851
2
42
SH
SOLE
0
0
42
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
16
120
SH
SOLE
0
0
120
JOHNSON & JOHNSON
COM
478160104
7451
46136
SH
SOLE
0
0
46136
JPMORGAN CHASE & CO
COM
46625H100
10188
62239
SH
SOLE
0
0
62239
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
20
119
SH
SOLE
0
0
119
KINDER MORGAN INC DEL
COM
49456B101
1457
87082
SH
SOLE
0
0
87082
KKR & CO INC
COM
48251W104
96
1569
SH
SOLE
0
0
1569
KOHLS CORP
COM
500255104
1637
34758
SH
SOLE
0
0
34758
KRAFT HEINZ CO
COM
500754106
45
1211
SH
SOLE
0
0
1211
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
3
10
SH
SOLE
0
0
10
LAM RESEARCH CORP
COM
512807108
28
50
SH
SOLE
0
0
50
LATTICE STRATEGIES TR
HARTFORD MLT ETF
518416102
28
939
SH
SOLE
0
0
939
LENNAR CORP
CL A
526057104
25
271
SH
SOLE
0
0
271
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
24
2775
SH
SOLE
0
0
2775
LIONS GATE ENTMNT CORP
CL A VTG
535919401
0
2
SH
SOLE
0
0
2
LIONS GATE ENTMNT CORP
CL B NON VTG
535919500
0
2
SH
SOLE
0
0
2
LOCKHEED MARTIN CORP
COM
539830109
1249
3618
SH
SOLE
0
0
3618
LOWES COS INC
COM
548661107
8891
43827
SH
SOLE
0
0
43827
LUMEN TECHNOLOGIES INC
COM
550241103
0
9
SH
SOLE
0
0
9
MAGNA INTL INC
COM
559222401
9
125
SH
SOLE
0
0
125
MARRIOTT INTL INC NEW
CL A
571903202
12
80
SH
SOLE
0
0
80
MARVELL TECHNOLOGY INC
COM
573874104
1
10
SH
SOLE
0
0
10
MASTERCARD INCORPORATED
CL A
57636Q104
2
7
SH
SOLE
0
0
7
MCDONALDS CORP
COM
580135101
702
2910
SH
SOLE
0
0
2910
MCKESSON CORP
COM
58155Q103
24
118
SH
SOLE
0
0
118
MEDTRONIC PLC
SHS
G5960L103
609
4860
SH
SOLE
0
0
4860
MERCK & CO INC
COM
58933Y105
447
5949
SH
SOLE
0
0
5949
MEREDITH CORP
COM
589433101
5
85
SH
SOLE
0
0
85
META MATERIALS INC
COM
59134N104
6
1050
SH
SOLE
0
0
1050
MICRON TECHNOLOGY INC
COM
595112103
14
200
SH
SOLE
0
0
200
MICROSOFT CORP
COM
594918104
34186
121262
SH
SOLE
3
0
121259
MICROSTRATEGY INC
CL A NEW
594972408
253
437
SH
SOLE
0
0
437
MODERNA INC
COM
60770K107
346
900
SH
Call
SOLE
0
0
900
MODERNA INC
COM
60770K107
6849
17795
SH
SOLE
0
0
17795
MORGAN STANLEY
COM NEW
617446448
709
7287
SH
SOLE
0
0
7287
NETAPP INC
COM
64110D104
36
400
SH
SOLE
0
0
400
NETFLIX INC
COM
64110L106
3384
5544
SH
SOLE
0
0
5544
NEW YORK CMNTY BANCORP INC
COM
649445103
42
3227
SH
SOLE
0
0
3227
NIKE INC
CL B
654106103
1
5
SH
SOLE
0
0
5
NIO INC
SPON ADS
62914V106
3
98
SH
SOLE
0
0
98
NORTHROP GRUMMAN CORP
COM
666807102
81
225
SH
SOLE
0
0
225
NUVEEN REAL ASSET INCOME & G
COM
67074Y105
19
1238
SH
SOLE
0
0
1238
NVIDIA CORPORATION
COM
67066G104
124
600
SH
Call
SOLE
0
0
600
NVIDIA CORPORATION
COM
67066G104
34325
165691
SH
SOLE
0
0
165691
OCCIDENTAL PETE CORP
COM
674599105
139
4687
SH
SOLE
0
0
4687
OPKO HEALTH INC
COM
68375N103
0
2
SH
SOLE
0
0
2
ORACLE CORP
COM
68389X105
2088
23960
SH
SOLE
0
0
23960
ORGANON & CO
COMMON STOCK
68622V106
16
495
SH
SOLE
0
0
495
OUTSET MED INC
COM
690145107
10
200
SH
SOLE
0
0
200
PALANTIR TECHNOLOGIES INC
CL A
69608A108
111
4600
SH
Call
SOLE
0
0
4600
PALANTIR TECHNOLOGIES INC
CL A
69608A108
111
4600
SH
SOLE
0
0
4600
PAYPAL HLDGS INC
COM
70450Y103
5001
19218
SH
SOLE
0
0
19218
PEPSICO INC
COM
713448108
3050
20281
SH
SOLE
0
0
20281
PFIZER INC
COM
717081103
2486
57791
SH
SOLE
0
0
57791
PHILLIPS 66
COM
718546104
14
200
SH
SOLE
0
0
200
PIMCO CORPORATE & INCOME OPP
COM
72201B101
22
1211
SH
SOLE
0
0
1211
PLUG POWER INC
COM NEW
72919P202
7
260
SH
SOLE
0
0
260
POTLATCHDELTIC CORPORATION
COM
737630103
32
622
SH
SOLE
0
0
622
PPG INDS INC
COM
693506107
57
400
SH
SOLE
0
0
400
PPL CORP
COM
69351T106
4
150
SH
SOLE
0
0
150
PROCTER AND GAMBLE CO
COM
742718109
476
3407
SH
SOLE
0
0
3407
PROLOGIS INC.
COM
74340W103
41
325
SH
SOLE
0
0
325
PROSHARES TR
S&P MDCP 400 DIV
74347B680
9
138
SH
SOLE
0
0
138
PROSHARES TR
RUSS 2000 DIVD
74347B698
5
73
SH
SOLE
0
0
73
PROSHARES TR
PSHS ULT S&P 500
74347R107
1
12
SH
SOLE
0
0
12
PROSHARES TR
ULTRAPRO QQQ
74347X831
4332
34776
SH
SOLE
0
0
34776
QUALCOMM INC
COM
747525103
10195
79042
SH
SOLE
21
0
79021
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
653
7600
SH
SOLE
0
0
7600
RIO TINTO PLC
SPONSORED ADR
767204100
1338
20027
SH
SOLE
0
0
20027
RITE AID CORP
COM
767754872
1
70
SH
SOLE
0
0
70
ROBLOX CORP
CL A
771049103
2
25
SH
SOLE
25
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
53
1200
SH
SOLE
0
0
1200
SALESFORCE COM INC
COM
79466L302
628
2317
SH
SOLE
0
0
2317
SCHLUMBERGER LTD
COM STK
806857108
2939
99154
SH
SOLE
0
0
99154
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
50
484
SH
SOLE
0
0
484
SELECT SECTOR SPDR TR
ENERGY
81369Y506
26
500
SH
SOLE
0
0
500
SERVICENOW INC
COM
81762P102
149
240
SH
SOLE
0
0
240
SHOPIFY INC
CL A
82509L107
16
12
SH
SOLE
0
0
12
SIMON PPTY GROUP INC NEW
COM
828806109
101
775
SH
SOLE
0
0
775
SOCIAL LEVERAGE ACQUISN CORP
UNIT 99/99/9999
83363K201
10
1000
SH
SOLE
0
0
1000
SOFI TECHNOLOGIES INC
COM
83406F102
10
600
SH
SOLE
0
0
600
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
1
21
SH
SOLE
0
0
21
SPDR S&P 500 ETF TR
TR UNIT
78462F103
77
179
SH
SOLE
0
0
179
SPINNAKER ETF SERIES
CANNABIS ETF
84858T400
30
2370
SH
SOLE
0
0
2370
SPIRIT AIRLS INC
COM
848577102
52
2000
SH
SOLE
0
0
2000
SQUARE INC
CL A
852234103
144
600
SH
Call
SOLE
0
0
600
SQUARE INC
CL A
852234103
1792
7470
SH
SOLE
0
0
7470
STARBUCKS CORP
COM
855244109
276
2500
SH
SOLE
0
0
2500
STMICROELECTRONICS N V
NY REGISTRY
861012102
1
15
SH
SOLE
0
0
15
STORE CAP CORP
COM
862121100
35
1100
SH
SOLE
0
0
1100
STRYKER CORPORATION
COM
863667101
13
50
SH
SOLE
0
0
50
SUNDIAL GROWERS INC
COM
86730L109
0
40
SH
SOLE
0
0
40
TARGET CORP
COM
87612E106
6475
28305
SH
SOLE
0
0
28305
TELADOC HEALTH INC
COM
87918A105
1
4
SH
SOLE
0
0
4
TELEPHONE & DATA SYS INC
COM NEW
879433829
1124
57650
SH
SOLE
0
0
57650
TEMPLETON EMERGING MKTS FD
COM
880191101
10
610
SH
SOLE
0
0
610
TERADYNE INC
COM
880770102
17
160
SH
SOLE
0
0
160
TESLA INC
COM
88160R101
239
308
SH
SOLE
0
0
308
THERMO FISHER SCIENTIFIC INC
COM
883556102
106
185
SH
SOLE
0
0
185
TILRAY INC
COM CL 2
88688T100
0
2500
SH
Call
SOLE
0
0
2500
TILRAY INC
COM CL 2
88688T100
96
8465
SH
SOLE
0
0
8465
TOLL BROTHERS INC
COM
889478103
99
1791
SH
SOLE
0
0
1791
TWILIO INC
CL A
90138F102
64
200
SH
SOLE
0
0
200
UBER TECHNOLOGIES INC
COM
90353T100
77
1720
SH
SOLE
0
0
1720
UNITED PARCEL SERVICE INC
CL B
911312106
26
145
SH
SOLE
0
0
145
UNITED STATES STL CORP NEW
COM
912909108
7
300
SH
SOLE
0
0
300
UNUM GROUP
COM
91529Y106
26
1050
SH
SOLE
0
0
1050
UPSTART HLDGS INC
COM
91680M107
32
100
SH
SOLE
0
0
100
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
17
171
SH
SOLE
0
0
171
VANGUARD INDEX FDS
GROWTH ETF
922908736
8
29
SH
SOLE
0
0
29
VANGUARD INDEX FDS
VALUE ETF
922908744
22
164
SH
SOLE
0
0
164
VERIZON COMMUNICATIONS INC
COM
92343V104
16
289
SH
SOLE
0
0
289
VIATRIS INC
COM
92556V106
54
3987
SH
SOLE
0
0
3987
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
1
15
SH
SOLE
0
0
15
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
1
42
SH
SOLE
0
0
42
WALMART INC
COM
931142103
9718
69723
SH
SOLE
3
0
69720
WELLS FARGO CO NEW
COM
949746101
1535
33068
SH
SOLE
0
0
33068
WEYERHAEUSER CO MTN BE
COM NEW
962166104
35
977
SH
SOLE
0
0
977
ZENDESK INC
COM
98936J101
236
2028
SH
SOLE
0
0
2028