$8.76 Billion is the total value of SYNOVUS FINANCIAL CORP's 1607 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Buy | ISHARES TRrus 1000 val etf | $732,408,338 | -1.4% | 4,824,149 | +2.5% | 8.36% | +2.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $176,558,470 | +5.9% | 998,938 | +12.3% | 2.02% | +10.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $142,402,593 | +14.5% | 333,065 | +18.7% | 1.62% | +19.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $120,641,361 | +0.8% | 2,759,404 | +6.5% | 1.38% | +5.0% |
| SO | Buy | SOUTHERN CO | $110,970,675 | -7.1% | 1,714,565 | +0.8% | 1.27% | -3.3% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $94,072,455 | +2324.8% | 1,027,104 | +2457.4% | 1.07% | +2395.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $67,376,928 | +5237.3% | 475,518 | +5536.1% | 0.77% | +5392.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $41,224,596 | -3.9% | 598,127 | +1.1% | 0.47% | 0.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $36,642,334 | -2.3% | 1,151,371 | +402.5% | 0.42% | +1.7% |
| AVGO | Buy | BROADCOM INC | $30,180,700 | -2.3% | 36,324 | +2.0% | 0.34% | +1.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $28,193,959 | -0.2% | 299,795 | +4.0% | 0.32% | +4.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $25,620,097 | +2.3% | 64,702 | +1.6% | 0.29% | +6.6% |
| GIS | Buy | GENERAL MLS INC | $23,745,474 | -3.2% | 371,080 | +16.0% | 0.27% | +0.7% |
| PFE | Buy | PFIZER INC | $23,584,176 | -8.4% | 710,988 | +1.3% | 0.27% | -4.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $19,465,287 | -8.4% | 335,373 | +1.0% | 0.22% | -4.7% |
| AMGN | Buy | AMGEN INC | $18,347,547 | +22.9% | 68,239 | +1.5% | 0.21% | +27.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $18,076,920 | +2.0% | 224,943 | +3.1% | 0.21% | +6.2% |
| QGRO | Buy | AMERICAN CENTY ETF TRus quality grow | $17,790,644 | -2.1% | 263,846 | +0.3% | 0.20% | +2.0% |
| ABBV | Buy | ABBVIE INC | $17,709,020 | +16.7% | 118,795 | +5.4% | 0.20% | +21.7% |
| Buy | HARBOR ETF TRUST | $17,608,815 | +89.5% | 766,879 | +75.7% | 0.20% | +97.1% | |
| KMB | Buy | KIMBERLY-CLARK CORP | $16,117,237 | -12.1% | 133,356 | +0.4% | 0.18% | -8.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $16,056,526 | +3.4% | 45,836 | +0.6% | 0.18% | +7.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $16,075,777 | -3.5% | 231,636 | +1.4% | 0.18% | +0.5% |
| UNP | Buy | UNION PAC CORP | $15,802,702 | +16.4% | 77,601 | +16.9% | 0.18% | +20.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $15,354,156 | -0.5% | 42,832 | +2.5% | 0.18% | +3.6% |
| ORCL | Buy | ORACLE CORP | $14,365,379 | -8.2% | 135,619 | +3.3% | 0.16% | -4.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $13,115,160 | +7.5% | 93,470 | +2.5% | 0.15% | +11.9% |
| TFC | Buy | TRUIST FINL CORP | $12,635,744 | -3.2% | 441,640 | +2.7% | 0.14% | +0.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $11,677,207 | -9.4% | 71,007 | +6.9% | 0.13% | -5.7% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $11,213,497 | -3.5% | 57,487 | +1.9% | 0.13% | +0.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $11,252,917 | -7.2% | 50,190 | +0.5% | 0.13% | -3.8% |
| CRM | Buy | SALESFORCE INC | $11,109,302 | -2.2% | 54,785 | +1.9% | 0.13% | +2.4% |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $10,030,984 | – | 203,211 | +100.0% | 0.11% | – |
| YUM | Buy | YUM BRANDS INC | $9,916,097 | +68.9% | 79,365 | +87.3% | 0.11% | +76.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,792,023 | +1.8% | 152,148 | +6.8% | 0.11% | +6.7% |
| NEE | Buy | NEXTERA ENERGY INC | $9,823,560 | -18.7% | 171,459 | +5.3% | 0.11% | -15.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $9,710,296 | +61.9% | 218,992 | +51.7% | 0.11% | +68.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $9,542,034 | -3.7% | 58,202 | +2.2% | 0.11% | 0.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,706,199 | -1.6% | 31,932 | +2.1% | 0.10% | +2.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $8,346,592 | +5.3% | 37,755 | +2.5% | 0.10% | +9.2% |
| MDT | Buy | MEDTRONIC PLC | $8,287,245 | -7.5% | 105,744 | +4.0% | 0.10% | -3.1% |
| SYK | Buy | STRYKER CORPORATION | $7,870,297 | -3.6% | 28,793 | +7.6% | 0.09% | +1.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $7,903,765 | -5.5% | 68,704 | +0.7% | 0.09% | -2.2% |
| MS | Buy | MORGAN STANLEY | $7,664,666 | -3.2% | 93,837 | +1.2% | 0.09% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $7,303,278 | +12.4% | 65,080 | +45.8% | 0.08% | +16.9% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $7,201,711 | +1.8% | 121,184 | +1.8% | 0.08% | +5.1% |
| WDAY | Buy | WORKDAY INCcl a | $7,138,821 | +72.4% | 33,227 | +81.3% | 0.08% | +80.0% |
| MUB | Buy | ISHARES TRnational mun etf | $6,891,246 | -2.1% | 67,205 | +1.9% | 0.08% | +2.6% |
| ALC | Buy | ALCON AG | $6,646,810 | -5.3% | 86,255 | +0.9% | 0.08% | -1.3% |
| CDW | Buy | CDW CORP | $6,373,356 | +10.6% | 31,587 | +0.5% | 0.07% | +15.9% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $6,099,935 | +100.8% | 120,219 | +109.5% | 0.07% | +112.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $6,137,971 | -12.8% | 69,205 | +1.3% | 0.07% | -9.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,040,098 | -2.9% | 24,222 | +1.9% | 0.07% | +1.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $6,043,785 | -2.2% | 14,546 | +4.1% | 0.07% | +1.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $5,834,234 | +3.6% | 30,657 | +2.4% | 0.07% | +8.1% |
| CPRT | Buy | COPART INC | $5,735,624 | -15.4% | 133,108 | +79.0% | 0.06% | -12.2% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $5,481,932 | +4.3% | 75,802 | +8.5% | 0.06% | +8.6% |
| MMM | Buy | 3M CO | $5,486,392 | +3.4% | 58,585 | +10.5% | 0.06% | +8.6% |
| EOG | Buy | EOG RES INC | $5,467,428 | +11.8% | 43,129 | +0.9% | 0.06% | +14.8% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $5,408,957 | +17.1% | 82,253 | +2.6% | 0.06% | +21.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $5,357,664 | -7.4% | 27,204 | +6.7% | 0.06% | -3.2% |
| LEN | Buy | LENNAR CORPcl a | $5,173,787 | -8.4% | 46,099 | +2.3% | 0.06% | -4.8% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $5,056,249 | +7.9% | 256,792 | +9.0% | 0.06% | +13.7% | |
| JKHY | Buy | HENRY JACK & ASSOC INC | $5,003,054 | -8.8% | 33,102 | +1.0% | 0.06% | -5.0% |
| WFC | Buy | WELLS FARGO CO NEW | $4,982,643 | +54.8% | 121,937 | +61.7% | 0.06% | +62.9% |
| Buy | GSK PLCsponsored adr | $4,995,090 | +11.0% | 137,792 | +9.1% | 0.06% | +16.3% | |
| HDB | Buy | HDFC BANK LTDsponsored ads | $4,992,246 | -8.7% | 84,600 | +7.8% | 0.06% | -5.0% |
| ADI | Buy | ANALOG DEVICES INC | $4,822,660 | +9.7% | 27,543 | +22.1% | 0.06% | +14.6% |
| CAH | Buy | CARDINAL HEALTH INC | $4,695,229 | -7.9% | 54,076 | +0.3% | 0.05% | -3.6% |
| COO | Buy | COOPER COS INC | $4,746,299 | -10.4% | 14,925 | +8.1% | 0.05% | -6.9% |
| QCOM | Buy | QUALCOMM INC | $4,625,188 | +14.5% | 41,643 | +22.7% | 0.05% | +20.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,621,100 | -3.7% | 22,168 | +1.7% | 0.05% | 0.0% |
| Buy | SHELL PLCspon ads | $4,593,950 | +23.9% | 71,350 | +16.2% | 0.05% | +26.8% | |
| GWW | Buy | GRAINGER W W INC | $4,522,597 | +2.2% | 6,537 | +16.5% | 0.05% | +8.3% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $4,548,264 | -3.0% | 264,410 | +0.5% | 0.05% | +2.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $4,467,747 | +1.3% | 49,126 | +80.3% | 0.05% | +6.2% |
| VEEV | Buy | VEEVA SYS INC | $4,498,686 | +9.8% | 22,112 | +6.7% | 0.05% | +13.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $4,400,208 | +2.3% | 13,592 | +1.9% | 0.05% | +6.4% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,371,159 | -0.6% | 68,848 | +4.4% | 0.05% | +4.2% |
| SLB | Buy | SCHLUMBERGER LTD | $4,334,118 | +20.4% | 74,336 | +1.5% | 0.05% | +25.6% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $4,093,253 | -1.4% | 208,095 | +1.1% | 0.05% | +4.4% | |
| SONY | Buy | SONY GROUP CORPsponsored adr | $4,003,398 | -3.2% | 48,579 | +5.8% | 0.05% | +2.2% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $3,942,244 | -12.3% | 50,508 | +0.7% | 0.04% | -8.2% |
| SPGI | Buy | S&P GLOBAL INC | $3,884,341 | -4.9% | 10,630 | +4.4% | 0.04% | -2.2% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $3,753,810 | -11.0% | 9,144 | +0.1% | 0.04% | -6.5% |
| BX | Buy | BLACKSTONE INC | $3,703,294 | +15.6% | 34,562 | +0.3% | 0.04% | +20.0% |
| BLK | Buy | BLACKROCK INC | $3,636,447 | -1.8% | 5,624 | +4.9% | 0.04% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $3,529,712 | +17.6% | 20,286 | +16.4% | 0.04% | +21.2% |
| MAS | Buy | MASCO CORP | $3,491,675 | +21.1% | 65,326 | +30.0% | 0.04% | +25.0% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,358,016 | +70.0% | 14,197 | +112.6% | 0.04% | +72.7% |
| GL | Buy | GLOBE LIFE INC | $3,350,044 | -0.8% | 30,810 | +0.0% | 0.04% | +2.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,345,832 | +9.3% | 24,249 | +12.6% | 0.04% | +11.8% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $3,344,060 | +1.9% | 44,941 | +10.6% | 0.04% | +5.6% | |
| Buy | GENERAL ELECTRIC CO | $3,298,444 | +12.8% | 29,835 | +12.1% | 0.04% | +18.8% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $3,233,825 | +13.5% | 25,512 | +1.1% | 0.04% | +19.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $3,244,450 | +2.4% | 29,488 | +5.3% | 0.04% | +5.7% |
| DON | Buy | WISDOMTREE TRus midcap divid | $3,230,979 | -1.9% | 78,880 | +0.7% | 0.04% | +2.8% |
| RPRX | Buy | ROYALTY PHARMA PLC | $3,249,770 | +11.3% | 119,741 | +26.0% | 0.04% | +15.6% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $3,191,679 | +1.5% | 67,428 | +6.5% | 0.04% | +5.9% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $3,189,418 | +0.1% | 101,993 | +7.8% | 0.04% | +2.9% | |
| EQIX | Buy | EQUINIX INC | $3,122,918 | -7.2% | 4,300 | +0.2% | 0.04% | -2.7% |
| NEM | Buy | NEWMONT CORP | $3,170,503 | -12.9% | 85,801 | +0.6% | 0.04% | -10.0% |
| Buy | HARBOR ETF TRUSTlong term grower | $3,186,890 | +4.2% | 178,620 | +8.3% | 0.04% | +5.9% | |
| ROLL | Buy | RBC BEARINGS INC | $3,030,344 | +9.8% | 12,943 | +2.0% | 0.04% | +16.7% |
| CMI | Buy | CUMMINS INC | $3,076,253 | -3.4% | 13,465 | +3.7% | 0.04% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,939,366 | +6.1% | 53,529 | +9.5% | 0.03% | +13.3% |
| EWY | Buy | ISHARES INCmsci sth kor etf | $2,989,436 | +1.9% | 50,720 | +9.6% | 0.03% | +6.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $2,873,507 | +662.8% | 27,159 | +1123.9% | 0.03% | +725.0% |
| GMAB | Buy | GENMAB A/Ssponsored ads | $2,774,162 | -4.2% | 78,655 | +3.2% | 0.03% | 0.0% |
| BIIB | Buy | BIOGEN INC | $2,821,712 | +4.5% | 10,979 | +15.8% | 0.03% | +6.7% |
| IYF | Buy | ISHARES TRu.s. finls etf | $2,792,949 | +1.3% | 37,343 | +1.1% | 0.03% | +6.7% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,834,770 | -15.9% | 19,611 | +14.3% | 0.03% | -13.5% |
| NUE | Buy | NUCOR CORP | $2,701,716 | +0.4% | 17,279 | +5.3% | 0.03% | +6.9% |
| ABC | Buy | CENCORA INC | $2,534,877 | +4.9% | 14,085 | +12.2% | 0.03% | +11.5% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,574,045 | +92.1% | 28,208 | +91.1% | 0.03% | +93.3% |
| OSK | Buy | OSHKOSH CORP | $2,577,565 | +12.8% | 27,010 | +2.4% | 0.03% | +16.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $2,426,841 | +104.1% | 43,554 | +107.0% | 0.03% | +115.4% |
| POOL | Buy | POOL CORP | $2,476,320 | -3.3% | 6,954 | +1.7% | 0.03% | 0.0% |
| IDXX | Buy | IDEXX LABS INC | $2,491,564 | -7.7% | 5,698 | +6.1% | 0.03% | -6.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $2,458,560 | +9.9% | 32,959 | +5.2% | 0.03% | +12.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,379,426 | +14.2% | 18,469 | +17.7% | 0.03% | +17.4% |
| F | Buy | FORD MTR CO DEL | $2,377,368 | +135.9% | 191,412 | +187.4% | 0.03% | +145.5% |
| VICR | Buy | VICOR CORP | $2,385,634 | +24.3% | 40,510 | +14.0% | 0.03% | +28.6% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $2,358,008 | – | 18,217 | +100.0% | 0.03% | – |
| ICFI | Buy | ICF INTL INC | $2,274,369 | -2.1% | 18,826 | +0.8% | 0.03% | +4.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $2,275,733 | +13.3% | 11,369 | +31.2% | 0.03% | +18.2% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $2,247,967 | +19.4% | 53,259 | +11.0% | 0.03% | +23.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,094,811 | +6.6% | 15,973 | +12.4% | 0.02% | +9.1% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,092,708 | +7.5% | 56,114 | +15.3% | 0.02% | +14.3% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $2,032,200 | +14.5% | 1,834 | +35.6% | 0.02% | +21.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $1,974,544 | +1.3% | 19,371 | +0.2% | 0.02% | +9.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,005,999 | +4.5% | 26,671 | +5.0% | 0.02% | +9.5% |
| SU | Buy | SUNCOR ENERGY INC NEW | $2,051,471 | +36.2% | 59,669 | +16.2% | 0.02% | +35.3% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $2,047,958 | +30.0% | 23,146 | +27.4% | 0.02% | +35.3% |
| BDX | Buy | BECTON DICKINSON & CO | $1,860,542 | +66.8% | 7,196 | +70.4% | 0.02% | +75.0% |
| FMC | Buy | FMC CORP | $1,812,902 | -26.9% | 27,070 | +13.9% | 0.02% | -22.2% |
| AIG | Buy | AMERICAN INTL GROUP INC | $1,794,790 | +24.8% | 29,617 | +18.5% | 0.02% | +25.0% |
| RCKT | Buy | ROCKET PHARMACEUTICALS INC | $1,735,113 | +7.8% | 84,681 | +4.6% | 0.02% | +11.1% |
| USB | Buy | US BANCORP DEL | $1,734,904 | +10.3% | 52,477 | +10.3% | 0.02% | +17.6% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,702,399 | +3.2% | 102,662 | +7.2% | 0.02% | +5.6% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,671,150 | -3.2% | 18,868 | +3.1% | 0.02% | 0.0% |
| WNS | Buy | WNS HLDGS LTDspon adr | $1,640,506 | +70.3% | 23,963 | +83.4% | 0.02% | +72.7% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,594,431 | +54.0% | 3 | +50.0% | 0.02% | +63.6% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $1,564,042 | +23.4% | 30,496 | +27.9% | 0.02% | +28.6% | |
| SNPS | Buy | SYNOPSYS INC | $1,546,729 | +6.1% | 3,370 | +0.7% | 0.02% | +12.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,364,239 | -4.3% | 26,298 | +0.3% | 0.02% | 0.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,381,188 | -13.1% | 9,252 | +1.0% | 0.02% | -5.9% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,371,709 | +0.1% | 56,011 | +2.4% | 0.02% | +6.7% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,441,074 | +16.7% | 15,680 | +16.6% | 0.02% | +14.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,363,644 | +19.1% | 1,657 | +4.0% | 0.02% | +23.1% |
| KBR | Buy | KBR INC | $1,429,648 | -0.4% | 24,256 | +9.9% | 0.02% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,295,498 | +3.0% | 17,215 | +15.3% | 0.02% | +7.1% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $1,321,416 | -18.6% | 80,183 | +7.6% | 0.02% | -16.7% |
| PAYX | Buy | PAYCHEX INC | $1,338,256 | +4.5% | 11,603 | +1.4% | 0.02% | +7.1% |
| EME | Buy | EMCOR GROUP INC | $1,277,488 | +15.0% | 6,072 | +1.0% | 0.02% | +25.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,297,402 | +10.7% | 47,396 | +6.5% | 0.02% | +15.4% |
| IBB | Buy | ISHARES TRishares biotech | $1,353,666 | -3.0% | 11,058 | +0.6% | 0.02% | 0.0% |
| NPO | Buy | ENPRO INDS INC | $1,314,184 | -6.4% | 10,844 | +3.2% | 0.02% | 0.0% |
| MBB | Buy | ISHARES TRmbs etf | $1,287,067 | +11.3% | 14,494 | +16.9% | 0.02% | +15.4% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $1,251,479 | +61.0% | 40,816 | +75.9% | 0.01% | +55.6% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $1,225,564 | +11.6% | 48,452 | +11.4% | 0.01% | +16.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,186,544 | +0.3% | 7,370 | +5.8% | 0.01% | +7.7% |
| ET | Buy | ENERGY TRANSFER L P | $1,266,823 | +412.6% | 90,292 | +364.0% | 0.01% | +366.7% |
| LEG | Buy | LEGGETT & PLATT INC | $1,228,904 | -11.2% | 48,363 | +3.5% | 0.01% | -6.7% |
| CRWS | Buy | CROWN CRAFTS INC | $1,136,149 | +19.9% | 241,220 | +27.6% | 0.01% | +30.0% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $1,171,534 | +16.3% | 7,462 | +6.8% | 0.01% | +18.2% |
| ING | Buy | ING GROEP N.V.sponsored adr | $1,171,868 | +4.7% | 88,911 | +7.0% | 0.01% | +8.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,105,797 | +61.2% | 49,720 | +106.5% | 0.01% | +62.5% |
| EFX | Buy | EQUIFAX INC | $1,105,361 | -22.0% | 6,033 | +0.1% | 0.01% | -18.8% |
| PSA | Buy | PUBLIC STORAGE | $1,142,902 | -3.6% | 4,335 | +6.7% | 0.01% | 0.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,073,010 | -0.8% | 6,706 | +2.6% | 0.01% | 0.0% |
| UL | Buy | UNILEVER PLCspon adr new | $1,088,393 | -1.2% | 22,023 | +4.3% | 0.01% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $1,064,191 | +0.4% | 21,076 | +1.5% | 0.01% | 0.0% |
| Buy | BATH & BODY WORKS INC | $1,050,301 | +54.1% | 31,074 | +71.0% | 0.01% | +71.4% | |
| Buy | RBB FD INCus treas 3 mnth | $1,073,175 | +238.4% | 21,433 | +238.6% | 0.01% | +300.0% | |
| MOD | Buy | MODINE MFG CO | $1,041,910 | +216.6% | 22,774 | +128.5% | 0.01% | +200.0% |
| FAST | Buy | FASTENAL CO | $945,108 | +7.7% | 17,297 | +16.3% | 0.01% | +10.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $956,080 | +1.4% | 4,454 | +8.6% | 0.01% | +10.0% |
| MTDR | Buy | MATADOR RES CO | $974,520 | +25.7% | 16,384 | +10.6% | 0.01% | +37.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $949,279 | -0.8% | 2,154 | +2.5% | 0.01% | +10.0% |
| CACI | Buy | CACI INTL INCcl a | $966,277 | +6.4% | 3,078 | +15.5% | 0.01% | +10.0% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $935,041 | -4.4% | 21,106 | +1.3% | 0.01% | 0.0% |
| BP | Buy | BP PLCsponsored adr | $937,227 | +10.6% | 24,198 | +0.8% | 0.01% | +22.2% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $975,030 | -5.5% | 5,595 | +6.2% | 0.01% | 0.0% |
| IGSB | Buy | ISHARES TR | $986,551 | +9.8% | 19,794 | +10.5% | 0.01% | +10.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $874,497 | +44.9% | 12,356 | +48.7% | 0.01% | +42.9% |
| AGYS | Buy | AGILYSYS INC | $864,248 | +45.3% | 13,063 | +50.8% | 0.01% | +42.9% |
| Buy | HALEON PLCspon ads | $914,987 | +2.8% | 109,841 | +3.4% | 0.01% | 0.0% | |
| WAB | Buy | WABTEC | $851,223 | +52.6% | 8,008 | +57.4% | 0.01% | +66.7% |
| CHH | Buy | CHOICE HOTELS INTL INC | $854,140 | +22.1% | 6,972 | +17.2% | 0.01% | +25.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $855,360 | +164.7% | 16,200 | +171.2% | 0.01% | +150.0% |
| WRK | Buy | WESTROCK CO | $865,751 | +120.7% | 24,183 | +79.2% | 0.01% | +150.0% |
| CBRE | Buy | CBRE GROUP INCcl a | $863,719 | +7.1% | 11,694 | +17.0% | 0.01% | +11.1% |
| Buy | CCC INTELLIGENT SOLUTIONS HL | $857,884 | +21.5% | 64,261 | +2.0% | 0.01% | +25.0% | |
| ITT | Buy | ITT INC | $916,242 | +18.0% | 9,358 | +12.3% | 0.01% | +11.1% |
| HUBG | Buy | HUB GROUP INCcl a | $882,161 | +12.0% | 11,232 | +14.6% | 0.01% | +11.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $861,569 | +0.4% | 18,222 | +0.7% | 0.01% | +11.1% |
| WSM | Buy | WILLIAMS SONOMA INC | $863,403 | +115.8% | 5,556 | +73.8% | 0.01% | +150.0% |
| CHDN | Buy | CHURCHILL DOWNS INC | $881,672 | -11.0% | 7,598 | +6.7% | 0.01% | -9.1% |
| UFPI | Buy | UFP INDUSTRIES INC | $901,632 | +22.4% | 8,805 | +16.0% | 0.01% | +25.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $796,609 | +34.0% | 5,494 | +40.7% | 0.01% | +28.6% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $779,955 | -7.4% | 8,023 | +3.2% | 0.01% | 0.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $767,158 | +2.7% | 3,264 | +6.5% | 0.01% | +12.5% |
| ALB | Buy | ALBEMARLE CORP | $823,546 | -22.6% | 4,841 | +1.5% | 0.01% | -25.0% |
| FR | Buy | FIRST INDL RLTY TR INC | $784,283 | -6.2% | 16,480 | +3.7% | 0.01% | 0.0% |
| Buy | CIVITAS RESOURCES INC | $772,390 | +99.2% | 9,551 | +70.9% | 0.01% | +125.0% | |
| ENS | Buy | ENERSYS | $763,798 | +33.2% | 8,068 | +52.7% | 0.01% | +50.0% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $780,045 | +51.5% | 36,708 | +53.5% | 0.01% | +50.0% |
| Buy | ZURN ELKAY WATER SOLNS CORP | $816,838 | +105.2% | 29,152 | +96.9% | 0.01% | +125.0% | |
| Buy | SPX TECHNOLOGIES INC | $798,941 | +12.3% | 9,815 | +17.3% | 0.01% | +12.5% | |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $688,846 | +1.2% | 6,311 | +2.8% | 0.01% | +14.3% |
| SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $736,104 | – | 26,067 | +100.0% | 0.01% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $685,387 | -0.5% | 3,416 | +2.7% | 0.01% | 0.0% |
| ENSG | Buy | ENSIGN GROUP INC | $736,470 | +0.5% | 7,925 | +3.3% | 0.01% | 0.0% |
| ESI | Buy | ELEMENT SOLUTIONS INC | $707,666 | +7.8% | 36,087 | +5.5% | 0.01% | +14.3% |
| SHOO | Buy | MADDEN STEVEN LTD | $690,076 | +5.5% | 21,721 | +8.5% | 0.01% | +14.3% |
| AIR | Buy | AAR CORP | $739,422 | +8.9% | 12,421 | +5.6% | 0.01% | +14.3% |
| Buy | WARNER BROS DISCOVERY INC | $722,191 | -2.8% | 66,500 | +12.2% | 0.01% | 0.0% | |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $662,364 | – | 9,108 | +100.0% | 0.01% | – |
| GIL | Buy | GILDAN ACTIVEWEAR INC | $691,735 | -4.9% | 24,696 | +9.5% | 0.01% | 0.0% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $642,388 | +50.4% | 14,132 | +50.3% | 0.01% | +40.0% |
| K | Buy | KELLANOVA | $615,025 | -8.8% | 10,334 | +3.3% | 0.01% | 0.0% |
| AME | Buy | AMETEK INC | $570,797 | +12.3% | 3,863 | +23.0% | 0.01% | +16.7% |
| GMED | Buy | GLOBUS MED INCcl a | $617,944 | -1.0% | 12,446 | +18.7% | 0.01% | 0.0% |
| XP | Buy | XP INCcl a | $637,126 | +8.9% | 27,641 | +10.8% | 0.01% | +16.7% |
| ONTO | Buy | ONTO INNOVATION INC | $654,560 | +20.3% | 5,133 | +9.9% | 0.01% | +16.7% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $584,261 | -5.3% | 13,369 | +0.1% | 0.01% | 0.0% |
| HOLX | Buy | HOLOGIC INC | $592,190 | -8.0% | 8,533 | +7.4% | 0.01% | 0.0% |
| TTD | Buy | THE TRADE DESK INC | $640,596 | +2.3% | 8,197 | +1.0% | 0.01% | 0.0% |
| EXC | Buy | EXELON CORP | $609,061 | +0.9% | 16,116 | +8.8% | 0.01% | 0.0% |
| MMS | Buy | MAXIMUS INC | $603,788 | -8.1% | 8,085 | +3.9% | 0.01% | 0.0% |
| WLK | Buy | WESTLAKE CORPORATION | $649,780 | +108.8% | 5,212 | +100.1% | 0.01% | +133.3% |
| CNI | Buy | CANADIAN NATL RY CO | $581,099 | -10.2% | 5,363 | +0.3% | 0.01% | 0.0% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $630,386 | +0.9% | 12,622 | +0.8% | 0.01% | 0.0% |
| Buy | CRANE NXT CO | $637,054 | +13.2% | 11,464 | +15.0% | 0.01% | +16.7% | |
| New | TKO GROUP HOLDINGS INCcl a | $656,004 | – | 7,804 | +100.0% | 0.01% | – | |
| BAP | Buy | CREDICORP LTD | $642,153 | -8.0% | 5,018 | +6.2% | 0.01% | -12.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $584,049 | +4.5% | 2,479 | +8.6% | 0.01% | +16.7% |
| ILMN | New | ILLUMINA INC | $590,853 | – | 4,304 | +100.0% | 0.01% | – |
| DSGX | New | DESCARTES SYS GROUP INC | $614,558 | – | 8,375 | +100.0% | 0.01% | – |
| UCBI | Buy | UNITED CMNTY BKS BLAIRSVLE G | $601,200 | +13.7% | 23,660 | +11.8% | 0.01% | +16.7% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $628,142 | -3.5% | 8,265 | +0.3% | 0.01% | 0.0% |
| SXI | Buy | STANDEX INTL CORP | $603,739 | +30.4% | 4,144 | +26.6% | 0.01% | +40.0% |
| GNTX | Buy | GENTEX CORP | $653,013 | +13.1% | 20,068 | +1.7% | 0.01% | +16.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $613,350 | -8.1% | 3,020 | +0.0% | 0.01% | 0.0% |
| SLGN | New | SILGAN HLDGS INC | $644,580 | – | 14,952 | +100.0% | 0.01% | – |
| SLAB | Buy | SILICON LABORATORIES INC | $607,959 | -26.3% | 5,246 | +0.3% | 0.01% | -22.2% |
| EXP | Buy | EAGLE MATLS INC | $553,013 | +7.8% | 3,321 | +20.6% | 0.01% | 0.0% |
| CRI | Buy | CARTERS INC | $505,072 | +2.9% | 7,304 | +8.0% | 0.01% | +20.0% |
| OAS | New | CHORD ENERGY CORPORATION | $552,497 | – | 3,409 | +100.0% | 0.01% | – |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $560,074 | -25.2% | 8,334 | +3.7% | 0.01% | -25.0% |
| MPLX | New | MPLX LP | $500,577 | – | 14,073 | +100.0% | 0.01% | – |
| XEL | Buy | XCEL ENERGY INC | $497,814 | +90.6% | 8,700 | +107.1% | 0.01% | +100.0% |
| ALGT | Buy | ALLEGIANT TRAVEL CO | $538,558 | -20.0% | 7,007 | +31.4% | 0.01% | -14.3% |
| AEIS | New | ADVANCED ENERGY INDS | $539,936 | – | 5,236 | +100.0% | 0.01% | – |
| AZEK | Buy | AZEK CO INCcl a | $538,532 | +37.2% | 18,108 | +39.7% | 0.01% | +50.0% |
| RWR | Buy | SPDR SER TRdj reit etf | $499,397 | -6.5% | 6,011 | +1.8% | 0.01% | 0.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $487,739 | +71.0% | 5,623 | +64.3% | 0.01% | +100.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $562,267 | +1.0% | 5,359 | +4.9% | 0.01% | 0.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $523,962 | +14.5% | 9,480 | +13.3% | 0.01% | +20.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $557,299 | -3.2% | 14,903 | +3.7% | 0.01% | 0.0% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $512,935 | -9.4% | 5,461 | +1.4% | 0.01% | 0.0% |
| FIVE | Buy | FIVE BELOW INC | $504,904 | +12.7% | 3,138 | +37.6% | 0.01% | +20.0% |
| STAG | Buy | STAG INDL INC | $512,059 | +5.1% | 14,838 | +9.2% | 0.01% | +20.0% |
| IBP | New | INSTALLED BLDG PRODS INC | $506,429 | – | 4,055 | +100.0% | 0.01% | – |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $502,756 | +17.0% | 7,495 | +30.7% | 0.01% | +20.0% |
| CG | New | CARLYLE GROUP INC | $444,890 | – | 14,751 | +100.0% | 0.01% | – |
| EHC | Buy | ENCOMPASS HEALTH CORP | $433,825 | +7.2% | 6,459 | +8.1% | 0.01% | +25.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $429,704 | -2.9% | 2,829 | +0.0% | 0.01% | 0.0% |
| APA | Buy | APA CORPORATION | $471,583 | +31.1% | 11,472 | +9.0% | 0.01% | +25.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $479,341 | -5.9% | 5,790 | +0.6% | 0.01% | -16.7% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $457,723 | – | 8,178 | +100.0% | 0.01% | – |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $422,853 | -13.6% | 9,917 | +3.6% | 0.01% | 0.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $404,713 | -12.4% | 2,013 | +5.1% | 0.01% | 0.0% |
| WMB | Buy | WILLIAMS COS INC | $460,476 | +31.9% | 13,666 | +27.7% | 0.01% | +25.0% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $428,758 | +5.2% | 4,227 | +11.4% | 0.01% | +25.0% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $422,662 | +20.3% | 5,291 | +27.2% | 0.01% | +25.0% |
| MODN | Buy | MODEL N INC | $452,855 | -19.1% | 18,552 | +17.2% | 0.01% | -16.7% |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $403,450 | +26.3% | 52,599 | +34.9% | 0.01% | +66.7% |
| UBSI | Buy | UNITED BANKSHARES INC WEST V | $443,123 | +7.6% | 16,061 | +15.7% | 0.01% | 0.0% |
| DHI | Buy | D R HORTON INC | $439,572 | -8.7% | 4,090 | +3.4% | 0.01% | 0.0% |
| HUN | Buy | HUNTSMAN CORP | $403,625 | +1.1% | 16,542 | +11.9% | 0.01% | +25.0% |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $467,672 | – | 10,090 | +100.0% | 0.01% | – |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $402,272 | -21.7% | 31,403 | +9.6% | 0.01% | -16.7% |
| VFC | Buy | V F CORP | $435,360 | -6.4% | 24,638 | +1.1% | 0.01% | 0.0% |
| TECH | Buy | BIO-TECHNE CORP | $460,562 | -15.1% | 6,766 | +1.8% | 0.01% | -16.7% |
| MEDP | Buy | MEDPACE HLDGS INC | $407,020 | +25.1% | 1,681 | +24.1% | 0.01% | +25.0% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $409,853 | +13.3% | 11,604 | +1.4% | 0.01% | +25.0% |
| JJSF | Buy | J & J SNACK FOODS CORP | $413,052 | +35.0% | 2,524 | +30.6% | 0.01% | +66.7% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $311,412 | +31.5% | 2,839 | +37.8% | 0.00% | +33.3% |
| XBI | Buy | SPDR SER TRs&p biotech | $366,480 | -4.0% | 5,018 | +9.3% | 0.00% | 0.0% |
| SPSK | New | TIDAL ETF TRsp dwjns sukuk | $364,755 | – | 20,975 | +100.0% | 0.00% | – |
| FOXF | Buy | FOX FACTORY HLDG CORP | $360,651 | +0.9% | 3,640 | +10.5% | 0.00% | 0.0% |
| Buy | CONSTELLATION ENERGY CORP | $352,556 | +52.2% | 3,231 | +27.7% | 0.00% | +33.3% | |
| NGVT | Buy | INGEVITY CORP | $349,886 | +16.8% | 7,349 | +42.7% | 0.00% | +33.3% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $368,771 | -1.7% | 7,976 | +0.0% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $382,758 | -13.9% | 13,958 | +5.9% | 0.00% | -20.0% |
| EMN | Buy | EASTMAN CHEM CO | $355,355 | -7.6% | 4,631 | +0.8% | 0.00% | 0.0% |
| LFUS | New | LITTELFUSE INC | $353,667 | – | 1,430 | +100.0% | 0.00% | – |
| RMBS | Buy | RAMBUS INC DEL | $342,272 | +4.5% | 6,135 | +20.2% | 0.00% | 0.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $383,102 | +9.8% | 6,224 | +13.5% | 0.00% | 0.0% |
| COG | Buy | COTERRA ENERGY INC | $330,832 | +7.1% | 12,229 | +0.1% | 0.00% | +33.3% |
| FWRD | Buy | FORWARD AIR CORP | $311,598 | -27.0% | 4,533 | +12.6% | 0.00% | -20.0% |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $312,737 | – | 2,152 | +100.0% | 0.00% | – |
| AXNX | New | AXONICS INC | $332,343 | – | 5,922 | +100.0% | 0.00% | – |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $335,455 | +0.6% | 4,417 | +0.5% | 0.00% | 0.0% |
| VCYT | Buy | VERACYTE INC | $348,304 | -4.5% | 15,598 | +8.9% | 0.00% | 0.0% |
| SRE | Buy | SEMPRA | $361,988 | -13.5% | 5,321 | +85.1% | 0.00% | -20.0% |
| PXD | Buy | PIONEER NAT RES CO | $382,523 | +33.4% | 1,665 | +20.3% | 0.00% | +33.3% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $349,092 | +0.5% | 8,907 | +401.0% | 0.00% | 0.0% |
| SJM | Buy | SMUCKER J M CO | $346,057 | -11.5% | 2,815 | +6.3% | 0.00% | 0.0% |
| MCO | Buy | MOODYS CORP | $333,876 | +10.7% | 1,056 | +21.8% | 0.00% | +33.3% |
| HUBS | Buy | HUBSPOT INC | $324,065 | -1.0% | 658 | +7.0% | 0.00% | 0.0% |
| IAT | Buy | ISHARES TRus regnl bks etf | $334,404 | +6.4% | 9,948 | +7.2% | 0.00% | +33.3% |
| ABCB | Buy | AMERIS BANCORP | $389,313 | +44.2% | 10,141 | +28.5% | 0.00% | +33.3% |
| ATEN | Buy | A10 NETWORKS INC | $228,156 | +3.4% | 15,178 | +0.4% | 0.00% | +50.0% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $256,148 | +14.3% | 9,775 | +18.5% | 0.00% | +50.0% |
| NFTY | New | FIRST TR EXCH TRD ALPHDX FDindia nfty50 eqw | $223,112 | – | 4,587 | +100.0% | 0.00% | – |
| GNMA | Buy | ISHARES TRgnma bond etf | $268,729 | -1.2% | 6,432 | +3.6% | 0.00% | 0.0% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $238,508 | -6.9% | 1,312 | +1.7% | 0.00% | 0.0% |
| MFC | Buy | MANULIFE FINL CORP | $236,568 | -3.3% | 12,940 | +0.1% | 0.00% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $229,387 | -5.3% | 4,237 | +4.6% | 0.00% | 0.0% |
| PHR | Buy | PHREESIA INC | $232,510 | -12.2% | 12,447 | +45.7% | 0.00% | 0.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $297,562 | -2.5% | 3,016 | +9.4% | 0.00% | 0.0% |
| TWLO | Buy | TWILIO INCcl a | $278,837 | -1.7% | 4,764 | +6.9% | 0.00% | 0.0% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $259,252 | – | 3,619 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $236,515 | – | 1,769 | +100.0% | 0.00% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $288,940 | – | 3,274 | +100.0% | 0.00% | – |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $266,883 | -2.7% | 6,889 | +0.9% | 0.00% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $209,567 | -0.4% | 2,666 | +5.0% | 0.00% | 0.0% |
| ACHC | Buy | ACADIA HEALTHCARE COMPANY IN | $218,102 | -10.9% | 3,102 | +0.9% | 0.00% | -33.3% |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $201,131 | – | 4,745 | +100.0% | 0.00% | – |
| BEN | Buy | FRANKLIN RESOURCES INC | $218,885 | -8.0% | 8,905 | +0.0% | 0.00% | -33.3% |
| FHN | New | FIRST HORIZON CORPORATION | $135,604 | – | 12,304 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP NEW | $209,513 | – | 2,265 | +100.0% | 0.00% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $207,271 | – | 2,733 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $205,043 | – | 3,320 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $203,283 | – | 900 | +100.0% | 0.00% | – |
| LNSR | Buy | LENSAR INC | $133,055 | +24.0% | 43,060 | +70.5% | 0.00% | +100.0% |
| LKFN | New | LAKELAND FINL CORP | $202,559 | – | 4,268 | +100.0% | 0.00% | – |
| New | JACOBS SOLUTIONS INC | $204,750 | – | 1,500 | +100.0% | 0.00% | – | |
| IART | Buy | INTEGRA LIFESCIENCES HLDGS C | $217,645 | -6.7% | 5,699 | +0.5% | 0.00% | -33.3% |
| WPC | New | WP CAREY INC | $206,803 | – | 3,824 | +100.0% | 0.00% | – |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $115,420 | -6.8% | 47,109 | +2.7% | 0.00% | 0.0% |
| MFM | Buy | MFS MUN INCOME TRsh ben int | $47,873 | -9.8% | 10,521 | +1.1% | 0.00% | 0.0% |
| OPTT | New | OCEAN PWR TECHNOLOGIES INC | $6,819 | – | 17,484 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 42 | Q3 2023 | 15.2% |
| ISHARES TR | 42 | Q3 2023 | 9.2% |
| ISHARES TR | 42 | Q3 2023 | 9.1% |
| APPLE INC | 42 | Q3 2023 | 2.5% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.1% |
View SYNOVUS FINANCIAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SYNOVUS FINANCIAL CORP | February 11, 2019 | 5,981,459 | 5.2% |
| TOTAL SYSTEM SERVICES INC | February 11, 2019 | 12,447,427 | 6.9% |
| UNITED INSURANCE HOLDINGS CORP. | September 30, 2011 | 220,047 | 2.1% |
View SYNOVUS FINANCIAL CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 10-Q | 2024-05-02 |
| 8-K | 2024-04-26 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
View SYNOVUS FINANCIAL CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.