$4.96 Billion is the total value of LINCOLN NATIONAL CORP's 1741 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $293,266,390 | -4.2% | 1,380,662 | -0.7% | 5.92% | -2.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $227,785,659 | +2.3% | 3,030,273 | +2.9% | 4.59% | +4.4% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $224,598,046 | -7.0% | 989,855 | -3.6% | 4.53% | -5.2% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $195,282,003 | +0.3% | 1,925,858 | +2.6% | 3.94% | +2.3% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $194,507,217 | -4.5% | 7,830,403 | -0.7% | 3.92% | -2.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $170,292,551 | +0.8% | 3,560,371 | +3.0% | 3.44% | +2.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $151,732,561 | -2.4% | 2,925,247 | +2.3% | 3.06% | -0.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $149,735,062 | -1.1% | 3,424,865 | +4.5% | 3.02% | +0.9% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $129,378,034 | -3.6% | 1,929,288 | +7.7% | 2.61% | -1.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $129,243,424 | +0.1% | 2,952,111 | +5.2% | 2.61% | +2.2% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $125,074,088 | +1.8% | 1,729,693 | +5.9% | 2.52% | +3.9% |
| AAPL | Buy | APPLE INC | $120,066,165 | -10.2% | 701,280 | +1.8% | 2.42% | -8.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $115,535,669 | -1.5% | 743,568 | +2.9% | 2.33% | +0.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $91,946,205 | -2.8% | 1,932,048 | +0.7% | 1.86% | -0.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $78,299,238 | -1.7% | 1,996,920 | +2.0% | 1.58% | +0.3% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $78,127,874 | -2.2% | 1,168,180 | +1.9% | 1.58% | -0.3% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $70,216,789 | -2.8% | 1,212,097 | +3.6% | 1.42% | -0.8% |
| MSFT | Sell | MICROSOFT CORP | $61,829,751 | -7.8% | 195,818 | -0.5% | 1.25% | -5.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $56,622,851 | -4.1% | 132,457 | -0.5% | 1.14% | -2.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $44,599,684 | -0.8% | 103,858 | +2.9% | 0.90% | +1.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $41,673,616 | -3.6% | 318,216 | +1.9% | 0.84% | -1.5% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $40,747,529 | +7.7% | 1,555,249 | +11.6% | 0.82% | +9.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $40,731,983 | -10.7% | 113,691 | -8.0% | 0.82% | -8.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $39,925,779 | -4.3% | 250,334 | -0.8% | 0.80% | -2.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $37,356,264 | -4.9% | 256,110 | -1.1% | 0.75% | -3.1% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $36,992,341 | -4.0% | 189,928 | +1.4% | 0.75% | -2.1% |
| AMZN | Sell | AMAZON COM INC | $34,276,863 | -2.7% | 269,642 | -0.2% | 0.69% | -0.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $34,054,459 | -4.8% | 158,999 | +2.1% | 0.69% | -2.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $29,579,412 | +66.3% | 589,466 | +66.2% | 0.60% | +70.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $28,821,708 | -2.6% | 108,357 | +0.7% | 0.58% | -0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $27,841,507 | +5.2% | 79,479 | +2.4% | 0.56% | +7.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $27,552,940 | -2.7% | 259,444 | +1.2% | 0.56% | -0.7% |
| PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $26,633,847 | -5.1% | 765,424 | -4.3% | 0.54% | -3.2% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $26,329,086 | +35.5% | 874,720 | +39.6% | 0.53% | +38.3% |
| VOO | Sell | VANGUARD INDEX FDS | $24,942,197 | -7.4% | 63,515 | -3.9% | 0.50% | -5.5% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $22,422,733 | +0.9% | 575,976 | +4.1% | 0.45% | +3.0% |
| NVDA | Buy | NVIDIA CORPORATION | $22,090,141 | +6.2% | 50,783 | +3.3% | 0.45% | +8.5% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $21,945,551 | -5.9% | 392,095 | -3.3% | 0.44% | -3.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $20,224,772 | +11.1% | 153,392 | +1.9% | 0.41% | +13.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $20,166,862 | +1.9% | 407,165 | +6.0% | 0.41% | +4.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $20,107,550 | -1.7% | 153,657 | -10.1% | 0.41% | +0.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $20,071,608 | -2.9% | 291,231 | +2.1% | 0.40% | -1.0% |
| XOM | Sell | EXXON MOBIL CORP | $19,203,403 | +0.2% | 163,322 | -8.6% | 0.39% | +2.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $19,101,023 | +3.9% | 138,483 | +7.1% | 0.38% | +6.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $17,557,492 | -0.3% | 64,477 | +3.6% | 0.35% | +1.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $16,045,850 | -39.9% | 226,765 | -38.4% | 0.32% | -38.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $15,748,841 | +2.8% | 108,598 | +3.1% | 0.32% | +5.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $15,713,532 | -0.2% | 75,459 | +5.5% | 0.32% | +1.9% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $15,107,775 | -5.2% | 311,565 | -1.4% | 0.30% | -3.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $14,899,684 | -2.6% | 98,140 | +1.2% | 0.30% | -0.7% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $14,660,817 | -3.3% | 462,924 | -1.4% | 0.30% | -1.3% |
| ETN | Buy | EATON CORP PLC | $14,620,814 | +7.6% | 68,553 | +1.5% | 0.30% | +9.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $14,633,519 | -10.6% | 93,955 | -5.0% | 0.30% | -8.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $14,260,066 | +6.3% | 151,638 | +10.7% | 0.29% | +8.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $14,253,507 | -3.6% | 137,955 | -1.0% | 0.29% | -1.7% |
| Buy | CAPITAL GROUP GROWTH ETF | $14,089,655 | +30.3% | 575,088 | +34.2% | 0.28% | +32.7% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $13,578,385 | +1.1% | 179,466 | +11.7% | 0.27% | +3.4% |
| CVX | Buy | CHEVRON CORP NEW | $13,410,185 | +14.1% | 79,529 | +6.5% | 0.27% | +16.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $12,911,181 | +5.4% | 22,853 | +0.4% | 0.26% | +7.4% |
| TSLA | Sell | TESLA INC | $12,250,270 | -4.5% | 48,958 | -0.1% | 0.25% | -2.8% |
| PFEB | Sell | INNOVATOR ETFS TRus eqty pwr buf | $11,747,864 | -6.2% | 385,725 | -5.1% | 0.24% | -4.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $11,663,980 | +2.7% | 65,995 | +8.8% | 0.24% | +4.4% |
| ABBV | Buy | ABBVIE INC | $11,471,666 | +13.1% | 76,960 | +2.2% | 0.23% | +15.5% |
| V | Buy | VISA INC | $11,145,017 | -2.7% | 48,454 | +0.5% | 0.22% | -0.4% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $11,061,886 | +14.5% | 417,903 | +17.0% | 0.22% | +16.8% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $10,255,283 | -4.9% | 89,168 | +1.4% | 0.21% | -2.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $10,116,665 | -4.6% | 107,248 | +0.8% | 0.20% | -2.9% |
| FB | Buy | META PLATFORMS INCcl a | $9,785,201 | +16.0% | 32,595 | +10.8% | 0.20% | +18.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,729,240 | -1.7% | 68,665 | +3.9% | 0.20% | 0.0% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $9,650,684 | +18.2% | 192,015 | +22.5% | 0.20% | +21.1% |
| HD | Sell | HOME DEPOT INC | $9,564,497 | -3.1% | 31,654 | -0.3% | 0.19% | -1.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,553,947 | +0.6% | 50,531 | +5.8% | 0.19% | +2.7% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $9,522,972 | -5.2% | 254,693 | +1.6% | 0.19% | -3.5% |
| MUB | Sell | ISHARES TRnational mun etf | $9,213,295 | -15.5% | 89,851 | -12.1% | 0.19% | -13.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $9,057,769 | +8.9% | 36,325 | +14.2% | 0.18% | +11.6% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $8,852,214 | +6.2% | 411,731 | +10.0% | 0.18% | +8.5% | |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $8,713,064 | -5.3% | 271,097 | -2.2% | 0.18% | -3.3% |
| Buy | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $8,467,022 | +105.3% | 331,715 | +109.5% | 0.17% | +108.5% | |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,372,364 | -2.7% | 319,312 | -0.7% | 0.17% | -0.6% |
| MRK | Buy | MERCK & CO INC | $8,139,191 | -7.3% | 79,060 | +3.9% | 0.16% | -5.7% |
| EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $8,138,952 | -3.6% | 297,246 | -0.0% | 0.16% | -1.8% |
| LLY | Buy | ELI LILLY & CO | $7,948,222 | +26.0% | 14,797 | +10.0% | 0.16% | +28.0% |
| AVGO | Sell | BROADCOM INC | $7,772,498 | -7.8% | 9,358 | -3.7% | 0.16% | -6.0% |
| Buy | CAPITAL GRP FIXED INCM ETF Tshort duration | $7,705,879 | +66.8% | 307,743 | +67.2% | 0.16% | +70.3% | |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $7,572,547 | +3.0% | 196,230 | +6.1% | 0.15% | +5.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $7,594,387 | +20.4% | 141,792 | +24.4% | 0.15% | +22.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $7,471,878 | -0.4% | 79,564 | +3.4% | 0.15% | +2.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,314,561 | -3.6% | 99,342 | -1.7% | 0.15% | -1.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,251,138 | +4.9% | 14,382 | +0.0% | 0.15% | +6.6% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $7,115,142 | -3.1% | 310,434 | +2.7% | 0.14% | -0.7% | |
| PDEC | Sell | INNOVATOR ETFS TRus eqty pwr buf | $7,155,767 | -15.9% | 221,130 | -13.5% | 0.14% | -14.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $7,087,208 | -5.0% | 186,752 | -0.9% | 0.14% | -2.7% |
| SBUX | Buy | STARBUCKS CORP | $6,942,950 | -4.5% | 76,070 | +3.7% | 0.14% | -2.8% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $6,800,925 | +2.5% | 148,363 | +9.6% | 0.14% | +4.6% |
| MCD | Buy | MCDONALDS CORP | $6,736,851 | -5.2% | 25,573 | +7.4% | 0.14% | -2.9% |
| GLD | Sell | SPDR GOLD TR | $6,645,518 | -35.0% | 38,761 | -32.4% | 0.13% | -33.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $6,300,090 | -2.4% | 32,195 | +1.1% | 0.13% | -0.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,250,610 | -9.7% | 15,284 | +1.6% | 0.13% | -8.0% |
| TXG | Buy | 10X GENOMICS INC | $6,195,956 | -26.1% | 150,205 | +0.0% | 0.12% | -24.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $5,961,891 | +33.8% | 65,957 | +20.2% | 0.12% | +36.4% |
| Buy | CAPITAL GROUP CORE EQUITY ET | $5,884,315 | +18.3% | 234,342 | +21.0% | 0.12% | +21.4% | |
| Buy | AIM ETF PRODUCTS TRUSTu s lrgcp 6m jan | $5,912,249 | +4.4% | 240,919 | +5.9% | 0.12% | +6.2% | |
| ABT | Buy | ABBOTT LABS | $5,833,922 | -9.3% | 60,236 | +2.1% | 0.12% | -7.1% |
| IJUL | Buy | INNOVATOR ETFS TRintrnl dev july | $5,806,331 | +877.5% | 228,057 | +908.5% | 0.12% | +875.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,747,036 | -12.4% | 177,323 | +0.5% | 0.12% | -10.8% |
| IXC | Sell | ISHARES TRglobal energ etf | $5,721,683 | +10.7% | 138,674 | -0.1% | 0.12% | +12.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $5,612,942 | +5.3% | 113,554 | +2.0% | 0.11% | +7.6% |
| DIS | Sell | DISNEY WALT CO | $5,546,957 | -12.1% | 68,438 | -3.1% | 0.11% | -10.4% |
| PEP | Buy | PEPSICO INC | $5,372,822 | -4.9% | 31,709 | +3.9% | 0.11% | -3.6% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $5,372,918 | -46.8% | 36,449 | -45.2% | 0.11% | -46.0% |
| FDLO | Buy | FIDELITY COVINGTON TRUSTlow volity etf | $5,267,969 | +6.9% | 108,328 | +10.2% | 0.11% | +9.3% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $5,197,314 | +7.8% | 239,067 | +16.6% | 0.10% | +10.5% | |
| CSCO | Buy | CISCO SYS INC | $5,210,525 | +9.2% | 96,922 | +5.1% | 0.10% | +11.7% |
| NKE | Buy | NIKE INCcl b | $5,174,334 | -6.7% | 54,113 | +7.7% | 0.10% | -5.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,151,889 | -10.4% | 11,282 | -6.0% | 0.10% | -8.8% |
| PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $5,065,927 | -9.2% | 171,610 | -8.2% | 0.10% | -7.3% |
| PLD | Sell | PROLOGIS INC. | $5,034,743 | -9.6% | 44,869 | -1.2% | 0.10% | -7.3% |
| PAUG | Buy | INNOVATOR ETFS TRus eqty pwr bf | $4,892,021 | +196.6% | 157,553 | +198.0% | 0.10% | +200.0% |
| BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $4,878,050 | +32.1% | 175,469 | +32.5% | 0.10% | +34.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $4,848,905 | +2.0% | 34,561 | -2.7% | 0.10% | +4.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $4,798,642 | -1.0% | 10,901 | +2.5% | 0.10% | +1.0% |
| BELPOINTE PREP LLCunit rp ltd lb a | $4,713,500 | -0.4% | 55,000 | 0.0% | 0.10% | +1.1% | ||
| FDHY | Buy | FIDELITY COVINGTON TRUSThigh yild etf | $4,712,433 | +2.9% | 103,112 | +4.7% | 0.10% | +4.4% |
| PFE | Buy | PFIZER INC | $4,676,280 | +2.1% | 140,979 | +12.9% | 0.09% | +3.3% |
| PSEP | Sell | INNOVATOR ETFS TRus eqty pwr buf | $4,624,841 | -15.2% | 142,742 | -14.4% | 0.09% | -13.9% |
| IUSB | Buy | ISHARES TRcore total usd | $4,575,122 | +4.8% | 104,658 | +9.0% | 0.09% | +7.0% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $4,580,141 | -7.8% | 50,007 | -2.7% | 0.09% | -6.1% |
| BAC | Buy | BANK AMERICA CORP | $4,508,617 | -0.4% | 164,668 | +4.4% | 0.09% | +2.2% |
| ORCL | Buy | ORACLE CORP | $4,380,119 | +1.2% | 41,354 | +13.8% | 0.09% | +2.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $4,376,551 | -3.5% | 17,159 | +0.4% | 0.09% | -2.2% |
| INTC | Buy | INTEL CORP | $4,344,262 | +7.6% | 122,202 | +1.3% | 0.09% | +10.0% |
| PMAR | Sell | INNOVATOR ETFS TRus eqty pwr buf | $4,325,133 | -9.0% | 129,147 | -8.3% | 0.09% | -7.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $4,336,413 | +4.7% | 86,659 | +5.6% | 0.09% | +6.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $4,328,077 | +3.3% | 19,586 | +0.6% | 0.09% | +4.8% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $4,328,843 | -1.3% | 53,173 | +2.0% | 0.09% | 0.0% |
| WMT | Buy | WALMART INC | $4,265,726 | +11.2% | 26,673 | +9.3% | 0.09% | +13.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,208,687 | +9.6% | 10,630 | +8.8% | 0.08% | +11.8% |
| POOL | Sell | POOL CORP | $4,182,028 | -5.3% | 11,744 | -0.4% | 0.08% | -3.4% |
| MO | Buy | ALTRIA GROUP INC | $4,184,672 | -0.0% | 99,516 | +7.7% | 0.08% | +1.2% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,188,652 | -12.6% | 91,157 | -10.4% | 0.08% | -11.6% |
| CAT | Sell | CATERPILLAR INC | $4,156,428 | -27.2% | 15,225 | -34.4% | 0.08% | -25.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,115,377 | -4.6% | 25,104 | +1.2% | 0.08% | -2.4% |
| CRM | Sell | SALESFORCE INC | $4,121,503 | -5.0% | 20,325 | -1.1% | 0.08% | -3.5% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $4,116,911 | -0.5% | 82,619 | +3.8% | 0.08% | +1.2% |
| DE | Buy | DEERE & CO | $4,087,362 | -4.2% | 10,831 | +2.9% | 0.08% | -2.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,945,188 | +0.2% | 52,498 | +0.9% | 0.08% | +2.6% |
| ADBE | Buy | ADOBE INC | $3,977,730 | +15.7% | 7,801 | +11.0% | 0.08% | +17.6% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $3,951,204 | -9.8% | 40,667 | +0.6% | 0.08% | -8.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $3,905,565 | +5.9% | 77,186 | +9.6% | 0.08% | +8.2% |
| KO | Buy | COCA COLA CO | $3,931,011 | -4.8% | 70,222 | +2.4% | 0.08% | -3.7% |
| MS | Buy | MORGAN STANLEY | $3,881,086 | +2.5% | 47,865 | +7.2% | 0.08% | +4.0% |
| PAPR | Sell | INNOVATOR ETFS TRus eqt pwr buf | $3,822,363 | -21.4% | 124,873 | -20.6% | 0.08% | -19.8% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $3,824,757 | -1.2% | 73,567 | +2.7% | 0.08% | 0.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $3,753,885 | +34.7% | 36,495 | +36.2% | 0.08% | +38.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,720,339 | +2.6% | 7 | 0.0% | 0.08% | +4.2% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $3,712,911 | +265.6% | 123,147 | +275.1% | 0.08% | +275.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest u s eq | $3,736,806 | -9.2% | 110,214 | -9.2% | 0.08% | -7.4% | |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $3,637,514 | +55.5% | 155,782 | +61.6% | 0.07% | +58.7% | |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $3,632,139 | +5.7% | 253,641 | +10.1% | 0.07% | +7.4% |
| FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $3,634,417 | -12.6% | 85,355 | -6.8% | 0.07% | -11.0% |
| PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $3,562,295 | -9.5% | 113,775 | -8.5% | 0.07% | -7.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $3,520,269 | -1.3% | 50,834 | +4.0% | 0.07% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,520,915 | -8.7% | 60,663 | +0.6% | 0.07% | -6.6% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $3,472,151 | -15.3% | 72,187 | -11.5% | 0.07% | -13.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,443,016 | -3.1% | 6,802 | -0.1% | 0.07% | -1.4% |
| FDX | Sell | FEDEX CORP | $3,403,496 | +6.5% | 12,847 | -0.4% | 0.07% | +9.5% |
| HCA | Buy | HCA HEALTHCARE INC | $3,385,626 | -13.2% | 13,764 | +7.1% | 0.07% | -11.7% |
| Sell | CAPITAL GRP FIXED INCM ETF T | $3,385,968 | -22.4% | 131,750 | -20.1% | 0.07% | -20.9% | |
| Buy | DIMENSIONAL ETF TRUST | $3,298,774 | +57.2% | 81,714 | +62.5% | 0.07% | +63.4% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,323,290 | -14.0% | 97,859 | -9.7% | 0.07% | -11.8% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,333,850 | -14.9% | 47,777 | -11.3% | 0.07% | -13.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $3,279,415 | -12.0% | 67,616 | +2.5% | 0.07% | -10.8% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $3,292,704 | +8.4% | 60,042 | +12.5% | 0.07% | +10.0% |
| SO | Sell | SOUTHERN CO | $3,271,711 | -7.9% | 50,552 | -0.0% | 0.07% | -5.7% |
| PRN | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt inds | $3,267,763 | -3.5% | 32,325 | +0.4% | 0.07% | -1.5% |
| ICF | Sell | ISHARES TRcohen steer reit | $3,264,796 | -18.6% | 65,088 | -9.8% | 0.07% | -16.5% |
| RTX | Buy | RTX CORPORATION | $3,235,297 | -15.0% | 44,953 | +15.7% | 0.06% | -13.3% |
| QDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $3,225,390 | -5.2% | 142,519 | -6.2% | 0.06% | -3.0% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $3,184,573 | -0.2% | 91,695 | +3.4% | 0.06% | +1.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,167,193 | +0.9% | 95,483 | +2.6% | 0.06% | +3.2% |
| AMGN | Buy | AMGEN INC | $3,179,837 | +34.8% | 11,831 | +11.4% | 0.06% | +36.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,000,206 | -3.8% | 41,451 | -1.2% | 0.06% | -1.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,984,934 | +2.7% | 32,242 | +8.2% | 0.06% | +5.3% |
| ANET | Buy | ARISTA NETWORKS INC | $2,984,633 | +19.5% | 16,227 | +5.3% | 0.06% | +22.4% |
| BA | Sell | BOEING CO | $2,985,848 | -18.0% | 15,577 | -9.7% | 0.06% | -16.7% |
| COP | Buy | CONOCOPHILLIPS | $2,932,497 | +44.0% | 24,478 | +24.6% | 0.06% | +47.5% |
| NFLX | Sell | NETFLIX INC | $2,921,114 | -50.5% | 7,736 | -42.2% | 0.06% | -49.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $2,883,068 | +8.2% | 39,646 | +11.6% | 0.06% | +9.4% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,825,308 | -42.0% | 85,460 | -40.5% | 0.06% | -40.6% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,845,873 | +0.7% | 86,527 | -0.1% | 0.06% | +1.8% | |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $2,757,992 | -1.4% | 111,120 | -1.5% | 0.06% | +1.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,755,418 | +8.0% | 42,820 | +13.3% | 0.06% | +12.0% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $2,760,434 | +17.2% | 81,912 | +19.0% | 0.06% | +19.1% |
| ET | Buy | ENERGY TRANSFER L P | $2,763,455 | +33.4% | 196,968 | +20.8% | 0.06% | +36.6% |
| BX | Sell | BLACKSTONE INC | $2,715,118 | +6.3% | 25,341 | -7.8% | 0.06% | +7.8% |
| IHAK | Sell | ISHARES TRcybersecurity | $2,727,156 | +1.8% | 70,816 | -0.0% | 0.06% | +3.8% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $2,707,658 | -0.9% | 113,576 | -1.1% | 0.06% | +1.9% |
| TIP | Sell | ISHARES TRtips bd etf | $2,666,711 | -6.1% | 25,711 | -2.6% | 0.05% | -3.6% |
| IBTF | Sell | ISHARES TRibonds 25 trm ts | $2,687,608 | -2.3% | 116,447 | -2.1% | 0.05% | 0.0% |
| T | Sell | AT&T INC | $2,697,531 | -11.1% | 179,596 | -5.6% | 0.05% | -10.0% |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $2,611,314 | +35.3% | 56,085 | +36.8% | 0.05% | +39.5% |
| NEE | Buy | NEXTERA ENERGY INC | $2,581,886 | -18.3% | 45,067 | +5.8% | 0.05% | -16.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,566,678 | +4.1% | 7,933 | +3.7% | 0.05% | +6.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,598,472 | -2.9% | 30,110 | +7.3% | 0.05% | -1.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,553,367 | +23.0% | 24,833 | +36.3% | 0.05% | +26.8% |
| CI | Buy | THE CIGNA GROUP | $2,575,851 | +3.8% | 9,004 | +1.8% | 0.05% | +6.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,588,800 | +10.8% | 58,385 | +3.8% | 0.05% | +13.0% |
| UNP | Buy | UNION PAC CORP | $2,566,798 | +1.8% | 12,605 | +2.3% | 0.05% | +4.0% |
| KR | Buy | KROGER CO | $2,470,971 | -1.2% | 55,217 | +3.8% | 0.05% | +2.0% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $2,474,067 | +46.3% | 96,305 | +51.1% | 0.05% | +51.5% | |
| PSX | Buy | PHILLIPS 66 | $2,498,666 | +49.3% | 20,796 | +18.5% | 0.05% | +51.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,466,216 | +10.5% | 36,439 | +15.9% | 0.05% | +13.6% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,412,147 | -6.3% | 71,029 | +865.1% | 0.05% | -3.9% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,421,845 | +0.7% | 13,258 | +7.2% | 0.05% | +2.1% |
| HON | Buy | HONEYWELL INTL INC | $2,432,428 | -10.4% | 13,166 | +0.7% | 0.05% | -9.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,361,029 | +16.4% | 9,814 | +6.3% | 0.05% | +20.0% |
| ITA | Buy | ISHARES TRus aer def etf | $2,399,852 | -7.7% | 22,646 | +1.6% | 0.05% | -5.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,367,515 | -15.6% | 15,189 | -2.9% | 0.05% | -12.7% |
| LOW | Buy | LOWES COS INC | $2,350,412 | +1.0% | 11,309 | +9.7% | 0.05% | +2.2% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $2,309,245 | +1.7% | 94,409 | +2.7% | 0.05% | +4.4% |
| DHR | Buy | DANAHER CORPORATION | $2,310,536 | +17.3% | 9,313 | +13.5% | 0.05% | +20.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,331,562 | +12.4% | 85,187 | +8.2% | 0.05% | +14.6% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,301,544 | +4.1% | 32,216 | +10.1% | 0.05% | +4.5% |
| EFV | Buy | ISHARES TReafe value etf | $2,291,670 | +31.9% | 46,836 | +31.9% | 0.05% | +35.3% |
| GIS | Buy | GENERAL MLS INC | $2,293,262 | -16.2% | 35,838 | +0.5% | 0.05% | -14.8% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $2,273,685 | +57.1% | 89,727 | +59.3% | 0.05% | +58.6% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,292,382 | -5.2% | 22,713 | +0.6% | 0.05% | -4.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,289,178 | +1.5% | 13,920 | +19.7% | 0.05% | +2.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,252,094 | -6.4% | 7,705 | +9.5% | 0.04% | -6.2% |
| IWL | Buy | ISHARES TRrus top 200 etf | $2,213,300 | +1.6% | 21,411 | +4.8% | 0.04% | +4.7% |
| USB | Buy | US BANCORP DEL | $2,179,909 | +14.9% | 65,938 | +14.8% | 0.04% | +18.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,162,789 | -2.1% | 17,617 | +0.4% | 0.04% | 0.0% |
| BAPR | Buy | INNOVATOR ETFS TRus eqt bufr apr | $2,143,620 | +18.3% | 61,299 | +21.1% | 0.04% | +19.4% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $2,155,339 | -2.5% | 31,827 | +3.1% | 0.04% | -2.3% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,152,192 | -8.5% | 36,608 | -2.2% | 0.04% | -6.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,115,416 | +15.4% | 16,052 | +18.1% | 0.04% | +19.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,079,391 | -3.4% | 8,852 | +0.2% | 0.04% | -2.3% |
| TD | Buy | TORONTO DOMINION BK ONT | $2,008,364 | -1.0% | 33,329 | +1.9% | 0.04% | +2.5% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $2,021,573 | +7.8% | 26,656 | +13.4% | 0.04% | +10.8% |
| Buy | AB ACTIVE ETFS INCtax aware shrt | $2,031,308 | +680.1% | 82,574 | +691.5% | 0.04% | +720.0% | |
| FCOM | Sell | FIDELITY COVINGTON TRUST | $2,019,548 | -5.7% | 50,858 | -4.4% | 0.04% | -2.4% |
| MKCV | MCCORMICK & CO INC | $2,042,784 | -8.9% | 25,897 | 0.0% | 0.04% | -6.8% | |
| TGT | Sell | TARGET CORP | $1,981,240 | -17.9% | 17,919 | -2.0% | 0.04% | -16.7% |
| CVS | Buy | CVS HEALTH CORP | $1,962,101 | +4.5% | 28,102 | +3.5% | 0.04% | +8.1% |
| Buy | J P MORGAN EXCHANGE TRADED Factive growth | $1,973,412 | +135.4% | 36,619 | +143.5% | 0.04% | +135.3% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,001,747 | -2.8% | 15,549 | +0.2% | 0.04% | -2.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,990,581 | +4.4% | 4,798 | +11.2% | 0.04% | +5.3% |
| MBB | Buy | ISHARES TRmbs etf | $2,006,734 | -1.7% | 22,598 | +3.3% | 0.04% | 0.0% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,996,247 | -5.1% | 115,257 | -1.2% | 0.04% | -4.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,913,491 | -0.6% | 21,680 | +1.1% | 0.04% | +2.6% |
| CDL | Buy | VICTORY PORTFOLIOS II | $1,941,155 | +2.8% | 35,768 | +7.2% | 0.04% | +5.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,957,842 | +42.6% | 33,991 | +42.9% | 0.04% | +44.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,950,930 | -0.7% | 8,299 | +3.4% | 0.04% | 0.0% |
| TFC | Buy | TRUIST FINL CORP | $1,924,558 | +5.7% | 67,269 | +12.1% | 0.04% | +8.3% |
| SYK | Buy | STRYKER CORPORATION | $1,927,733 | -9.0% | 7,054 | +1.6% | 0.04% | -7.1% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,915,791 | -8.2% | 42,170 | -8.3% | 0.04% | -4.9% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,917,037 | -4.5% | 20,986 | +1.0% | 0.04% | -2.5% |
| KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $1,940,205 | +12.4% | 72,531 | +15.7% | 0.04% | +14.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,885,896 | -14.2% | 12,641 | +0.2% | 0.04% | -11.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,881,550 | -3.3% | 19,976 | +0.4% | 0.04% | 0.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,908,003 | +8.4% | 6,213 | +8.9% | 0.04% | +8.6% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,872,942 | +1.0% | 49,510 | +0.7% | 0.04% | +2.7% |
| SRE | Buy | SEMPRA | $1,908,518 | -3.6% | 28,054 | +106.2% | 0.04% | -2.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,859,576 | -2.9% | 12,088 | +1.8% | 0.04% | 0.0% |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,870,890 | -53.3% | 55,091 | -54.0% | 0.04% | -51.9% |
| ENB | Sell | ENBRIDGE INC | $1,877,271 | -19.5% | 56,561 | -9.9% | 0.04% | -17.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,842,363 | -2.2% | 17,657 | +2.9% | 0.04% | 0.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,840,111 | -17.9% | 18,608 | -16.3% | 0.04% | -15.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,811,013 | -0.3% | 51,758 | +3.7% | 0.04% | +2.8% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,760,998 | +16.4% | 13,895 | +3.6% | 0.04% | +20.0% |
| NOW | Buy | SERVICENOW INC | $1,809,293 | +4.8% | 3,237 | +5.4% | 0.04% | +5.9% |
| IYK | Buy | ISHARES TRus consm staples | $1,805,410 | +34.6% | 9,680 | +44.6% | 0.04% | +33.3% |
| OIH | New | VANECK ETF TRUSToil services etf | $1,789,347 | – | 5,186 | +100.0% | 0.04% | – |
| LDOS | Buy | LEIDOS HOLDINGS INC | $1,760,670 | +9.2% | 19,104 | +4.9% | 0.04% | +12.5% |
| AON | Buy | AON PLC | $1,765,810 | -5.4% | 5,446 | +0.7% | 0.04% | -2.7% |
| WFC | Buy | WELLS FARGO CO NEW | $1,789,093 | +13.6% | 43,786 | +18.6% | 0.04% | +16.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,786,674 | +3.3% | 12,789 | +6.7% | 0.04% | +5.9% |
| IAPR | Buy | INNOVATOR ETFS TRintrnl dev aprl | $1,767,545 | +26.5% | 73,203 | +30.6% | 0.04% | +28.6% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $1,721,752 | +28.7% | 41,063 | +28.5% | 0.04% | +34.6% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $1,717,303 | +74.4% | 24,582 | +83.0% | 0.04% | +84.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $1,726,046 | -11.0% | 22,946 | -0.3% | 0.04% | -7.9% |
| BAUG | Buy | INNOVATOR ETFS TRus equt bufr aug | $1,733,685 | +19.3% | 52,520 | +21.2% | 0.04% | +20.7% |
| AZO | Buy | AUTOZONE INC | $1,668,773 | +11.5% | 657 | +9.5% | 0.03% | +13.3% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,703,657 | +15.3% | 37,246 | +14.2% | 0.03% | +17.2% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $1,683,963 | -0.5% | 21,551 | +1.9% | 0.03% | +3.0% |
| Sell | WORLD GOLD TRspdr gld minis | $1,699,998 | -5.6% | 46,372 | -2.0% | 0.03% | -5.6% | |
| IYH | Sell | ISHARES TRus hlthcare etf | $1,708,933 | -4.0% | 6,328 | -0.4% | 0.03% | -2.9% |
| MKC | Buy | MCCORMICK & CO INC | $1,708,632 | -10.5% | 22,589 | +3.3% | 0.03% | -10.5% |
| VICI | Buy | VICI PPTYS INC | $1,685,510 | -6.5% | 57,921 | +1.0% | 0.03% | -5.6% |
| Buy | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,704,399 | +16.0% | 36,677 | +18.9% | 0.03% | +17.2% | |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $1,671,203 | +59.2% | 36,033 | +59.1% | 0.03% | +61.9% | |
| INTU | Sell | INTUIT | $1,687,863 | +5.0% | 3,303 | -5.8% | 0.03% | +6.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,659,744 | -4.0% | 19,406 | +1.5% | 0.03% | -2.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,639,907 | +63.5% | 6,995 | +78.2% | 0.03% | +65.0% |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $1,644,234 | +13.2% | 26,079 | +17.9% | 0.03% | +13.8% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,660,138 | +18.5% | 18,256 | +110.9% | 0.03% | +17.9% |
| BSEP | Sell | INNOVATOR ETFS TRus eqty buf sep | $1,644,291 | -13.7% | 48,850 | -11.7% | 0.03% | -13.2% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,615,264 | -63.9% | 6,894 | -63.9% | 0.03% | -62.5% |
| FQAL | Sell | FIDELITY COVINGTON TRUSTqlty fctor etf | $1,631,866 | -13.1% | 33,104 | -10.9% | 0.03% | -10.8% |
| MPC | Buy | MARATHON PETE CORP | $1,642,807 | +70.9% | 10,855 | +31.6% | 0.03% | +73.7% |
| CTAS | Buy | CINTAS CORP | $1,636,113 | +131.4% | 3,401 | +139.0% | 0.03% | +135.7% |
| Buy | GENERAL ELECTRIC CO | $1,642,749 | +3.5% | 14,860 | +2.8% | 0.03% | +6.5% | |
| CB | Buy | CHUBB LIMITED | $1,567,245 | +34.2% | 7,529 | +24.2% | 0.03% | +39.1% |
| CSX | Buy | CSX CORP | $1,601,340 | -7.7% | 52,076 | +2.3% | 0.03% | -5.9% |
| LNC | Sell | LINCOLN NATL CORP IND | $1,586,957 | -5.5% | 64,275 | -1.5% | 0.03% | -3.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,600,685 | -16.1% | 33,856 | -15.8% | 0.03% | -15.8% |
| QCOM | Sell | QUALCOMM INC | $1,555,098 | -9.9% | 14,002 | -3.5% | 0.03% | -8.8% |
| FSMD | Sell | FIDELITY COVINGTON TRUSTsml mid mltfct | $1,554,503 | -6.1% | 48,172 | -2.7% | 0.03% | -6.1% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,539,472 | +53.9% | 10,619 | +61.7% | 0.03% | +55.0% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $1,515,205 | -5.2% | 27,797 | -0.1% | 0.03% | -3.1% |
| TXN | Sell | TEXAS INSTRS INC | $1,481,733 | -17.0% | 9,318 | -6.0% | 0.03% | -14.3% |
| PPG | Buy | PPG INDS INC | $1,463,024 | -10.4% | 11,271 | +2.3% | 0.03% | -6.2% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,485,984 | -4.1% | 67,422 | -0.4% | 0.03% | -3.2% |
| RBLX | Buy | ROBLOX CORPcl a | $1,488,979 | -26.6% | 51,415 | +2.2% | 0.03% | -25.0% |
| O | Sell | REALTY INCOME CORP | $1,479,166 | -17.5% | 29,619 | -1.2% | 0.03% | -14.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,428,351 | -2.4% | 32,293 | +1.9% | 0.03% | 0.0% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $1,454,675 | -8.9% | 11,834 | -3.2% | 0.03% | -9.4% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,428,550 | +50.6% | 20,873 | +55.7% | 0.03% | +52.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,444,409 | +51.5% | 31,407 | +42.2% | 0.03% | +52.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,422,616 | +3.3% | 20,793 | +6.4% | 0.03% | +7.4% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,428,778 | -17.4% | 23,585 | -14.0% | 0.03% | -14.7% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,442,350 | -57.3% | 14,403 | -57.4% | 0.03% | -56.7% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,368,410 | -10.1% | 6,949 | +3.5% | 0.03% | -6.7% |
| XAR | Sell | SPDR SER TRaerospace def | $1,392,994 | -8.1% | 12,427 | -0.4% | 0.03% | -6.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,372,137 | +10.7% | 4,096 | +13.7% | 0.03% | +16.7% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,398,082 | +6.4% | 37,492 | +14.1% | 0.03% | +7.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $1,394,538 | +0.4% | 14,706 | +3.3% | 0.03% | +3.7% |
| AGOX | Buy | STARBOARD INVT TRadaptive alpha | $1,398,806 | +7.9% | 61,697 | +11.5% | 0.03% | +7.7% |
| BP | Sell | BP PLCsponsored adr | $1,397,578 | -4.0% | 36,095 | -12.5% | 0.03% | -3.4% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,378,774 | +59.9% | 48,979 | +1570.5% | 0.03% | +64.7% |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,407,621 | -2.6% | 3,233 | -0.6% | 0.03% | -3.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,391,767 | +2.7% | 18,317 | +6.9% | 0.03% | +3.7% |
| ZTS | Buy | ZOETIS INCcl a | $1,407,561 | +31.9% | 8,090 | +30.6% | 0.03% | +33.3% |
| WM | Buy | WASTE MGMT INC DEL | $1,341,423 | -6.1% | 8,800 | +6.8% | 0.03% | -3.6% |
| Buy | CONSTELLATION ENERGY CORP | $1,328,164 | +34.2% | 12,176 | +12.7% | 0.03% | +35.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,324,321 | +39.8% | 8,109 | +48.6% | 0.03% | +42.1% |
| EXC | Buy | EXELON CORP | $1,319,875 | -5.2% | 34,927 | +2.2% | 0.03% | -3.6% |
| SSUS | Buy | STRATEGY SHSday hagan ned | $1,319,762 | +21.4% | 38,680 | +26.3% | 0.03% | +28.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,348,089 | +16.0% | 28,262 | +17.5% | 0.03% | +17.4% |
| BDEC | Sell | INNOVATOR ETFS TRus eqty buf dec | $1,331,225 | -5.9% | 38,071 | -2.6% | 0.03% | -3.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,333,070 | +1.7% | 22,488 | +4.6% | 0.03% | +3.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,357,766 | -2.2% | 12,342 | +0.6% | 0.03% | 0.0% |
| EAPR | Sell | INNOVATOR ETFS TRemrgng mkt april | $1,354,927 | -4.0% | 56,318 | -1.7% | 0.03% | -3.6% |
| DVY | Buy | ISHARES TRselect divid etf | $1,301,751 | +1.3% | 12,094 | +6.6% | 0.03% | +4.0% |
| SLB | Sell | SCHLUMBERGER LTD | $1,279,028 | +10.1% | 21,939 | -7.2% | 0.03% | +13.0% |
| MMM | Sell | 3M CO | $1,277,434 | -6.8% | 13,645 | -0.4% | 0.03% | -3.7% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,280,471 | -5.1% | 10,595 | +8.4% | 0.03% | -3.7% |
| DOW | Buy | DOW INC | $1,289,975 | +6.1% | 25,019 | +9.6% | 0.03% | +8.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,280,569 | -1.0% | 5,713 | +7.1% | 0.03% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $1,312,398 | +38.3% | 56,302 | +42.7% | 0.03% | +36.8% | |
| F | Sell | FORD MTR CO DEL | $1,290,256 | -25.7% | 103,886 | -9.4% | 0.03% | -23.5% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,266,120 | -0.8% | 18,315 | +4.6% | 0.03% | +4.0% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,312,927 | +7.0% | 29,982 | +12.1% | 0.03% | +8.3% |
| MID | Sell | AMERICAN CENTY ETF TRmid cap grw imp | $1,273,572 | -7.3% | 28,493 | -1.5% | 0.03% | -3.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,219,196 | +111.5% | 7,284 | +85.6% | 0.02% | +127.3% |
| GMOM | Buy | CAMBRIA ETF TRglb moment etf | $1,256,469 | +15.2% | 46,626 | +18.3% | 0.02% | +13.6% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,244,880 | -11.6% | 5,405 | -4.0% | 0.02% | -10.7% |
| BMAY | Buy | INNOVATOR ETFS TRus eqty bufr may | $1,216,268 | +9.2% | 39,139 | +11.7% | 0.02% | +13.6% |
| QJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $1,221,461 | -5.6% | 55,851 | -4.0% | 0.02% | -3.8% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,234,421 | +59.2% | 54,260 | +75.5% | 0.02% | +66.7% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $1,234,641 | -10.4% | 73,622 | -5.1% | 0.02% | -7.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,201,751 | -5.7% | 54,035 | +20.8% | 0.02% | -4.0% |
| IRM | Buy | IRON MTN INC DEL | $1,182,678 | +6.7% | 19,893 | +2.0% | 0.02% | +9.1% |
| DRSK | Buy | ETF SER SOLUTIONSaptus defined | $1,196,155 | -6.1% | 51,315 | +0.2% | 0.02% | -4.0% |
| IBB | Buy | ISHARES TRishares biotech | $1,177,861 | +0.4% | 9,631 | +4.3% | 0.02% | +4.3% |
| Sell | LINDE PLC | $1,198,898 | -3.3% | 3,220 | -1.0% | 0.02% | -4.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,175,177 | -0.6% | 16,934 | +4.4% | 0.02% | +4.3% |
| AMAT | Buy | APPLIED MATLS INC | $1,198,309 | -3.2% | 8,655 | +1.0% | 0.02% | 0.0% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $1,212,532 | +120.3% | 23,655 | +128.5% | 0.02% | +118.2% | |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,153,363 | -7.9% | 12,819 | -4.2% | 0.02% | -8.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $1,122,067 | +8.8% | 46,100 | +13.4% | 0.02% | +15.0% |
| BLK | Buy | BLACKROCK INC | $1,148,222 | +0.1% | 1,776 | +7.1% | 0.02% | 0.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,123,660 | +2.0% | 11,014 | +8.1% | 0.02% | +4.5% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,124,526 | -13.6% | 20,483 | -10.8% | 0.02% | -11.5% |
| TTD | Sell | THE TRADE DESK INC | $1,133,254 | -1.3% | 14,501 | -2.5% | 0.02% | 0.0% |
| PSMJ | Buy | PACER FDS TRswan sos modrte | $1,155,403 | +77.4% | 49,768 | +80.2% | 0.02% | +76.9% |
| FTHI | Sell | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $1,147,346 | -7.8% | 56,215 | -5.1% | 0.02% | -8.0% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $1,148,976 | +141.2% | 23,278 | +158.2% | 0.02% | +155.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,164,682 | +7.9% | 28,386 | +9.1% | 0.02% | +9.5% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $1,093,605 | -3.9% | 14,656 | +0.7% | 0.02% | -4.3% |
| BJUL | Buy | INNOVATOR ETFS TRus eqty bufr jul | $1,092,837 | +4.3% | 31,704 | +6.7% | 0.02% | +4.8% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,085,026 | -3.2% | 8,507 | +7.9% | 0.02% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,100,710 | +2.0% | 2,826 | +2.1% | 0.02% | +4.8% |
| TJX | Buy | TJX COS INC NEW | $1,080,527 | +9.3% | 12,157 | +4.3% | 0.02% | +10.0% |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,087,617 | -8.5% | 18,025 | -5.0% | 0.02% | -4.3% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $1,087,472 | +112.3% | 67,967 | +103.4% | 0.02% | +120.0% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,095,624 | +5.9% | 20,614 | +5.2% | 0.02% | +10.0% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $1,108,662 | -62.7% | 11,259 | -58.0% | 0.02% | -62.7% |
| JUST | Sell | GOLDMAN SACHS ETF TRjust us lrg cp | $1,104,620 | -7.7% | 18,146 | -4.2% | 0.02% | -8.3% |
| TRTY | Buy | CAMBRIA ETF TRtrinity | $1,083,125 | +7.9% | 44,302 | +8.8% | 0.02% | +10.0% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $1,069,211 | +0.2% | 17,276 | +2.3% | 0.02% | +4.8% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,066,507 | -40.1% | 11,004 | -39.7% | 0.02% | -37.1% |
| VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $1,039,844 | +1.7% | 5,452 | +5.3% | 0.02% | +5.0% |
| BDX | Buy | BECTON DICKINSON & CO | $1,046,410 | +1.3% | 4,047 | +3.5% | 0.02% | +5.0% |
| BTO | Sell | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $1,042,670 | -4.8% | 39,705 | -2.7% | 0.02% | -4.5% |
| BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $1,058,917 | -4.5% | 31,785 | -2.1% | 0.02% | -4.5% |
| BNOV | Sell | INNOVATOR ETFS TRus eqty buf nov | $1,028,761 | -18.8% | 31,435 | -15.7% | 0.02% | -16.0% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,037,488 | +5.4% | 44,461 | +6.0% | 0.02% | +10.5% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $1,045,735 | +7.9% | 45,192 | +9.5% | 0.02% | +10.5% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $1,058,840 | +179.3% | 23,704 | +191.2% | 0.02% | +200.0% |
| KLAC | Sell | KLA CORP | $1,031,811 | -9.5% | 2,250 | -4.3% | 0.02% | -8.7% |
| PAYX | Buy | PAYCHEX INC | $1,055,665 | +10.5% | 9,154 | +7.2% | 0.02% | +10.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,034,795 | -9.9% | 17,560 | +0.1% | 0.02% | -8.7% |
| Sell | AB ACTIVE ETFS INCultra short incm | $1,025,181 | -2.0% | 20,421 | -2.1% | 0.02% | 0.0% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,019,375 | +30.4% | 16,056 | +36.9% | 0.02% | +40.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $986,132 | -38.3% | 14,234 | -16.0% | 0.02% | -37.5% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $968,645 | +285.4% | 21,920 | +307.0% | 0.02% | +300.0% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $970,983 | -1.1% | 39,263 | -1.5% | 0.02% | +5.3% |
| CCI | Buy | CROWN CASTLE INC | $983,124 | +53.9% | 10,683 | +90.6% | 0.02% | +53.8% |
| ADI | Sell | ANALOG DEVICES INC | $1,004,766 | -16.0% | 5,739 | -6.5% | 0.02% | -16.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $997,847 | +11.0% | 7,361 | +15.3% | 0.02% | +11.1% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $976,114 | -4.4% | 69,425 | -2.4% | 0.02% | 0.0% |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $1,016,074 | -1.5% | 41,694 | -1.4% | 0.02% | 0.0% |
| EMR | Buy | EMERSON ELEC CO | $1,011,961 | +13.6% | 10,479 | +6.3% | 0.02% | +11.1% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $983,276 | -19.4% | 28,038 | -14.8% | 0.02% | -16.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $968,055 | -2.9% | 9,226 | +0.8% | 0.02% | 0.0% |
| SLV | Sell | ISHARES SILVER TRishares | $975,039 | -8.7% | 47,937 | -6.2% | 0.02% | -4.8% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $953,698 | +0.2% | 23,866 | +3.5% | 0.02% | 0.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $933,237 | +1.6% | 28,173 | +2.6% | 0.02% | +5.6% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $957,959 | -8.1% | 9,135 | -1.8% | 0.02% | -9.5% |
| SJM | Buy | SMUCKER J M CO | $929,086 | -15.0% | 7,559 | +2.1% | 0.02% | -13.6% |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $941,829 | -8.6% | 18,908 | -8.5% | 0.02% | -5.0% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $951,986 | +17.3% | 19,858 | +20.6% | 0.02% | +18.8% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $949,826 | -1.1% | 37,454 | -1.4% | 0.02% | 0.0% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $948,897 | +22.2% | 12,173 | +21.7% | 0.02% | +26.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $923,521 | +12.2% | 10,647 | +7.8% | 0.02% | +18.8% |
| KJUL | Buy | INNOVATOR ETFS TRus sml cp pwr b | $886,659 | +89.6% | 35,438 | +94.7% | 0.02% | +100.0% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $895,825 | -10.6% | 37,608 | -6.1% | 0.02% | -10.0% |
| GM | Buy | GENERAL MTRS CO | $868,365 | +2.0% | 26,338 | +19.3% | 0.02% | +5.9% |
| KHC | Buy | KRAFT HEINZ CO | $887,644 | -1.7% | 26,387 | +3.8% | 0.02% | 0.0% |
| LRCX | Sell | LAM RESEARCH CORP | $899,970 | -11.9% | 1,436 | -9.6% | 0.02% | -10.0% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $913,799 | +56.5% | 38,427 | +55.6% | 0.02% | +50.0% | |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $894,261 | +48.3% | 38,562 | +56.6% | 0.02% | +50.0% | |
| MDT | Buy | MEDTRONIC PLC | $897,229 | -0.9% | 11,450 | +11.4% | 0.02% | 0.0% |
| CMI | Buy | CUMMINS INC | $872,466 | +88.2% | 3,819 | +102.0% | 0.02% | +100.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $915,426 | -9.4% | 17,988 | -9.5% | 0.02% | -10.0% |
| AOA | Buy | ISHARES TRaggres alloc etf | $889,783 | -3.6% | 14,015 | +0.7% | 0.02% | 0.0% |
| SYLD | Buy | CAMBRIA ETF TR | $886,206 | +119.8% | 14,326 | +117.3% | 0.02% | +125.0% |
| VALE | Sell | VALE S Asponsored ads | $907,176 | -10.8% | 67,700 | -10.7% | 0.02% | -10.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $914,766 | +3.2% | 8,980 | +2.2% | 0.02% | 0.0% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $868,361 | +22.7% | 27,646 | +29.6% | 0.02% | +28.6% |
| EIX | Sell | EDISON INTL | $856,832 | -23.8% | 13,539 | -16.4% | 0.02% | -22.7% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $861,201 | +6.9% | 9,759 | +0.9% | 0.02% | +6.2% |
| IQV | Sell | IQVIA HLDGS INC | $856,650 | -12.5% | 4,354 | -0.0% | 0.02% | -10.5% |
| SZNE | Buy | PACER FDS TRcfra stval eql | $843,287 | +19.3% | 26,031 | +31.2% | 0.02% | +21.4% |
| PTNQ | Buy | PACER FDS TRtrendpilot 100 | $826,040 | +7.1% | 13,445 | +8.2% | 0.02% | +13.3% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $833,103 | +39.9% | 17,044 | +45.1% | 0.02% | +41.7% |
| JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $849,397 | +11.6% | 21,619 | +16.4% | 0.02% | +13.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $843,664 | -5.3% | 9,456 | +0.9% | 0.02% | -5.6% |
| PRU | Sell | PRUDENTIAL FINL INC | $863,488 | -12.5% | 9,100 | -18.6% | 0.02% | -10.5% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $863,016 | +132.5% | 9,366 | +161.8% | 0.02% | +142.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $829,832 | -25.1% | 11,669 | -18.8% | 0.02% | -22.7% |
| MCK | Buy | MCKESSON CORP | $865,177 | +4.0% | 1,990 | +2.3% | 0.02% | +6.2% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $855,580 | +73.1% | 18,231 | +78.4% | 0.02% | +70.0% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $848,318 | +6.9% | 3,722 | +3.0% | 0.02% | +6.2% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $824,762 | +24.4% | 18,618 | +31.8% | 0.02% | +30.8% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $852,067 | +20.2% | 20,858 | +25.2% | 0.02% | +21.4% |
| ACNB | Buy | ACNB CORP | $836,208 | -3.9% | 26,454 | +0.8% | 0.02% | 0.0% |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $796,726 | -6.6% | 20,033 | -2.0% | 0.02% | -5.9% |
| OKE | Buy | ONEOK INC NEW | $815,272 | +151.8% | 12,853 | +145.0% | 0.02% | +166.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $813,074 | +23.7% | 27,731 | +24.3% | 0.02% | +23.1% |
| MET | Sell | METLIFE INC | $768,540 | +1.2% | 12,216 | -9.0% | 0.02% | +6.7% |
| FBCG | Buy | FIDELITY COVINGTON TRUSTblue chip grwth | $788,024 | +11.0% | 27,212 | +14.0% | 0.02% | +14.3% |
| FCPI | Sell | FIDELITY COVINGTON TRUSTstock for infl | $807,391 | -13.3% | 25,152 | -11.3% | 0.02% | -11.1% |
| ARKK | Sell | ARK ETF TRinnovation etf | $788,643 | -15.9% | 19,880 | -6.4% | 0.02% | -15.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $769,732 | +11.5% | 14,428 | +14.9% | 0.02% | +14.3% |
| EOG | Sell | EOG RES INC | $777,484 | -9.9% | 6,134 | -18.6% | 0.02% | -5.9% |
| GCOW | Buy | PACER FDS TRglobl cash etf | $771,806 | +27.8% | 23,719 | +30.2% | 0.02% | +33.3% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $790,053 | +1.4% | 4,019 | -5.3% | 0.02% | +6.7% |
| PSA | Sell | PUBLIC STORAGE | $774,535 | -17.5% | 2,939 | -8.6% | 0.02% | -15.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $798,743 | +13.3% | 259 | -0.8% | 0.02% | +14.3% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $775,943 | -47.8% | 14,498 | -45.3% | 0.02% | -44.8% |
| VLO | Buy | VALERO ENERGY CORP | $792,957 | +33.1% | 5,596 | +10.2% | 0.02% | +33.3% |
| IGIB | Buy | ISHARES TR | $810,804 | +13.1% | 16,666 | +17.6% | 0.02% | +14.3% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $815,465 | -6.0% | 21,505 | +4.8% | 0.02% | -5.9% |
| EQIX | Sell | EQUINIX INC | $772,553 | -9.9% | 1,064 | -2.7% | 0.02% | -5.9% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $817,775 | -14.2% | 5,316 | -11.6% | 0.02% | -15.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $790,331 | +49.5% | 23,197 | +65.4% | 0.02% | +60.0% |
| Buy | SHELL PLCspon ads | $742,988 | +55.8% | 11,541 | +46.1% | 0.02% | +66.7% | |
| HSY | Buy | HERSHEY CO | $725,936 | +43.8% | 3,629 | +79.5% | 0.02% | +50.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $756,546 | -14.2% | 413 | +0.2% | 0.02% | -11.8% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $758,527 | -44.4% | 18,384 | -41.7% | 0.02% | -44.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $741,624 | -10.4% | 12,686 | +2.2% | 0.02% | -6.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $743,049 | +8.5% | 13,461 | -2.3% | 0.02% | +7.1% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $720,762 | -2.3% | 5,134 | +2.5% | 0.02% | 0.0% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $739,796 | -5.9% | 24,635 | -1.7% | 0.02% | -6.2% |
| GLW | Buy | CORNING INC | $741,988 | -6.9% | 24,351 | +7.1% | 0.02% | -6.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $744,869 | +8.5% | 6,791 | +13.7% | 0.02% | +7.1% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $764,299 | -4.6% | 22,559 | +3.3% | 0.02% | -6.2% |
| DFS | Buy | DISCOVER FINL SVCS | $766,888 | -24.1% | 8,853 | +2.5% | 0.02% | -25.0% |
| CME | Buy | CME GROUP INC | $756,833 | +20.1% | 3,780 | +11.1% | 0.02% | +25.0% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $734,919 | +20.6% | 28,375 | +26.2% | 0.02% | +25.0% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $717,926 | -19.9% | 9,325 | -15.7% | 0.01% | -22.2% |
| PSMR | Buy | PACER FDS TRswan sos moderat | $702,393 | +4.2% | 30,234 | +5.4% | 0.01% | +7.7% |
| FDEV | Buy | FIDELITY COVINGTON TRUSTintl multifactor | $687,376 | +46.4% | 27,789 | +53.7% | 0.01% | +55.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $684,878 | -3.1% | 8,300 | +1.7% | 0.01% | 0.0% |
| Sell | WARNER BROS DISCOVERY INC | $670,931 | -19.3% | 61,780 | -6.8% | 0.01% | -12.5% | |
| WELL | Buy | WELLTOWER INC | $671,662 | +12.0% | 8,199 | +10.6% | 0.01% | +16.7% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $696,549 | -12.2% | 10,122 | -5.3% | 0.01% | -12.5% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $676,753 | +1.7% | 1,804 | +3.7% | 0.01% | +7.7% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $701,983 | -3.2% | 14,207 | +0.8% | 0.01% | 0.0% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $674,815 | +11.6% | 609 | +32.1% | 0.01% | +16.7% |
| SUSC | Buy | ISHARES TResg awre usd etf | $672,275 | +7.5% | 30,895 | +12.4% | 0.01% | +16.7% |
| CTVA | Buy | CORTEVA INC | $688,658 | +11.9% | 13,460 | +25.3% | 0.01% | +16.7% |
| ACLS | Buy | AXCELIS TECHNOLOGIES INC | $689,865 | -10.9% | 4,231 | +0.2% | 0.01% | -6.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $676,233 | -0.8% | 9,173 | +1.0% | 0.01% | +7.7% |
| GILD | Buy | GILEAD SCIENCES INC | $673,953 | +15.1% | 8,993 | +18.4% | 0.01% | +16.7% |
| SAIC | Sell | SCIENCE APPLICATIONS INTL CO | $683,085 | -8.3% | 6,472 | -2.2% | 0.01% | -6.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $701,931 | +12.2% | 9,410 | +7.5% | 0.01% | +16.7% |
| SYY | Buy | SYSCO CORP | $632,416 | +9.4% | 9,575 | +22.9% | 0.01% | +18.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $627,134 | -36.5% | 14,704 | -33.7% | 0.01% | -35.0% |
| QGRO | Buy | AMERICAN CENTY ETF TRus quality grow | $653,018 | -0.7% | 9,690 | +1.9% | 0.01% | 0.0% |
| ALL | Sell | ALLSTATE CORP | $657,106 | +0.5% | 5,898 | -1.7% | 0.01% | 0.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $664,305 | -0.9% | 2,344 | +4.7% | 0.01% | 0.0% |
| ABNB | Sell | AIRBNB INC | $645,162 | -0.2% | 4,702 | -6.7% | 0.01% | 0.0% |
| FSK | Sell | FS KKR CAP CORP | $632,758 | +2.6% | 32,136 | -0.1% | 0.01% | +8.3% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $659,788 | +28.1% | 7,231 | +27.4% | 0.01% | +30.0% |
| IGSB | Buy | ISHARES TR | $658,749 | +10.6% | 13,220 | +11.4% | 0.01% | +8.3% |
| AZBL | Buy | AIM ETF PRODUCTS TRUSTus lrgcp b20 jul | $658,557 | +8.2% | 22,413 | +9.8% | 0.01% | +8.3% |
| NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $626,789 | -6.1% | 14,988 | -6.3% | 0.01% | 0.0% |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $646,497 | -21.3% | 14,841 | -17.9% | 0.01% | -18.8% |
| CLTL | Buy | INVESCO EXCH TRADED FD TR IIshort term treas | $620,833 | +1.3% | 5,885 | +1.3% | 0.01% | +8.3% |
| BG | New | BUNGE LIMITED | $642,891 | – | 5,939 | +100.0% | 0.01% | – |
| FGRO | Sell | FIDELITY COVINGTON TRUSTfidelity growth | $650,834 | -8.4% | 39,684 | -6.0% | 0.01% | -7.1% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $649,165 | +16.9% | 8,823 | +23.2% | 0.01% | +18.2% |
| BBEU | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $622,535 | +8.2% | 12,247 | +15.1% | 0.01% | +18.2% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $641,858 | +44.1% | 30,463 | +50.3% | 0.01% | +44.4% | |
| KKR | Buy | KKR & CO INC | $631,460 | +36.0% | 10,251 | +23.7% | 0.01% | +44.4% |
| New | KENVUE INC | $661,564 | – | 32,946 | +100.0% | 0.01% | – | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $644,662 | +4.1% | 2,565 | +2.0% | 0.01% | +8.3% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $645,106 | -4.0% | 11,693 | +13.1% | 0.01% | 0.0% |
| AMP | Buy | AMERIPRISE FINL INC | $628,475 | +4.4% | 1,906 | +5.1% | 0.01% | +8.3% |
| STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $588,035 | -0.4% | 11,740 | +0.1% | 0.01% | 0.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $619,238 | -5.2% | 4,284 | +28.8% | 0.01% | -7.7% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $606,628 | +58.5% | 23,198 | +81.2% | 0.01% | +50.0% |
| Sell | ATLASSIAN CORPORATIONcl a | $582,968 | +18.8% | 2,893 | -1.1% | 0.01% | +20.0% | |
| SPDV | Sell | ETF SER SOLUTIONSaam s&p 500 | $596,406 | -19.8% | 21,857 | -16.4% | 0.01% | -20.0% |
| CLX | Sell | CLOROX CO DEL | $605,851 | -21.8% | 4,622 | -5.2% | 0.01% | -20.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $606,168 | +10.6% | 9,525 | +10.9% | 0.01% | +9.1% |
| BCAL | SOUTHERN CALIF BANCORP | $573,850 | +2.1% | 40,960 | 0.0% | 0.01% | +9.1% | |
| MTB | Sell | M & T BK CORP | $617,670 | +1.3% | 4,885 | -0.9% | 0.01% | 0.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $578,833 | -1.8% | 4,783 | -7.6% | 0.01% | 0.0% |
| FLQM | Buy | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $595,039 | +98.7% | 13,851 | +107.7% | 0.01% | +100.0% |
| MKL | Buy | MARKEL GROUP INC | $581,633 | +8.4% | 395 | +1.8% | 0.01% | +9.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $587,291 | +14.5% | 19,332 | +18.5% | 0.01% | +20.0% |
| SPGI | Buy | S&P GLOBAL INC | $577,671 | +7.4% | 1,581 | +17.9% | 0.01% | +9.1% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $574,273 | +3.9% | 5,256 | +6.1% | 0.01% | +9.1% |
| NJAN | INNOVATOR ETFS TRgrwt100 pwr bf | $588,214 | +1.4% | 14,496 | 0.0% | 0.01% | +9.1% | |
| KMI | Sell | KINDER MORGAN INC DEL | $616,335 | -6.6% | 37,173 | -3.0% | 0.01% | -7.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $580,022 | +12.1% | 6,551 | +19.4% | 0.01% | +20.0% |
| FDS | Buy | FACTSET RESH SYS INC | $615,457 | +13.7% | 1,408 | +4.2% | 0.01% | +9.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $596,751 | +72.8% | 7,370 | +73.0% | 0.01% | +71.4% |
| GNTX | Buy | GENTEX CORP | $583,765 | +13.8% | 17,940 | +2.3% | 0.01% | +20.0% |
| INDA | New | ISHARES TRmsci india etf | $579,503 | – | 13,105 | +100.0% | 0.01% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $575,400 | +31.1% | 8,750 | +14.9% | 0.01% | +33.3% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $612,824 | +55.3% | 24,602 | +38.2% | 0.01% | +50.0% |
| NJUL | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $578,002 | +22.9% | 11,378 | +24.0% | 0.01% | +33.3% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $619,404 | -3.9% | 2,275 | +3.5% | 0.01% | -7.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $597,222 | -10.9% | 6,873 | +3.4% | 0.01% | -7.7% |
| Sell | INVENTRUST PPTYS CORP | $614,431 | -3.3% | 25,806 | -6.0% | 0.01% | -7.7% | |
| IBMN | Buy | ISHARES TRibonds dec 25 | $614,107 | +11.6% | 23,547 | +12.7% | 0.01% | +9.1% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $576,118 | +35.3% | 14,700 | +42.7% | 0.01% | +50.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $531,609 | +3.7% | 1,122 | +11.1% | 0.01% | +10.0% |
| ICOW | Buy | PACER FDS TRdeveloped mrkt | $524,387 | +2.2% | 17,556 | +1.7% | 0.01% | +10.0% |
| CALF | Buy | PACER FDS TRpacer us small | $522,648 | +56.2% | 12,534 | +52.5% | 0.01% | +57.1% |
| NUE | Sell | NUCOR CORP | $565,255 | -34.6% | 3,615 | -31.5% | 0.01% | -35.3% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $554,230 | -21.7% | 9,241 | -18.8% | 0.01% | -21.4% |
| PPL | Buy | PPL CORP | $561,024 | +19.5% | 23,812 | +34.2% | 0.01% | +22.2% |
| OXY | Sell | OCCIDENTAL PETE CORP | $535,493 | +8.1% | 8,254 | -2.0% | 0.01% | +10.0% |
| BMAR | INNOVATOR ETFS TRus eqty bufr mar | $560,751 | -2.1% | 15,434 | 0.0% | 0.01% | 0.0% | |
| WPC | Buy | WP CAREY INC | $560,954 | -12.1% | 10,372 | +9.8% | 0.01% | -15.4% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $541,342 | -95.9% | 6,104 | -95.3% | 0.01% | -95.8% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $549,563 | -2.6% | 7,286 | -2.4% | 0.01% | 0.0% |
| IYR | Sell | ISHARES TRu.s. real es etf | $553,764 | -10.9% | 7,087 | -1.4% | 0.01% | -8.3% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $523,833 | -32.2% | 9,209 | -28.9% | 0.01% | -26.7% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $546,733 | +8.0% | 3,054 | -0.1% | 0.01% | +10.0% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $555,821 | +18.8% | 7,470 | +29.0% | 0.01% | +22.2% | |
| TMUS | Buy | T-MOBILE US INC | $564,692 | +23.6% | 4,032 | +22.6% | 0.01% | +22.2% |
| C | Sell | CITIGROUP INC | $545,021 | -16.6% | 13,251 | -6.7% | 0.01% | -15.4% |
| CFG | Buy | CITIZENS FINL GROUP INC | $566,141 | +12.0% | 21,124 | +9.0% | 0.01% | +10.0% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $535,118 | -1.0% | 17,748 | +400.9% | 0.01% | 0.0% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $537,670 | -49.8% | 11,382 | -49.3% | 0.01% | -47.6% |
| ASML | Buy | ASML HOLDING N V | $553,461 | -14.9% | 940 | +4.7% | 0.01% | -15.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $526,199 | +12.3% | 10,422 | +16.7% | 0.01% | +22.2% |
| IBMM | Buy | ISHARES TRibonds dec | $521,205 | +0.0% | 20,288 | +0.3% | 0.01% | +10.0% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $539,138 | +6.5% | 16,528 | +7.2% | 0.01% | +10.0% | |
| MSCI | Sell | MSCI INC | $533,632 | +3.6% | 1,040 | -5.3% | 0.01% | +10.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $529,342 | -4.8% | 1,289 | +7.1% | 0.01% | 0.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $541,340 | -36.8% | 99,328 | +7.4% | 0.01% | -35.3% |
| RY | Buy | ROYAL BK CDA | $496,507 | -8.3% | 5,678 | +0.2% | 0.01% | -9.1% |
| KJAN | INNOVATOR ETFS TRus sml cp pwr b | $508,004 | -3.9% | 16,536 | 0.0% | 0.01% | 0.0% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $485,169 | +9.9% | 2,427 | +12.6% | 0.01% | +11.1% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $496,565 | -3.3% | 29,417 | -3.5% | 0.01% | 0.0% |
| IBML | Buy | ISHARES TRibonds dec2023 | $513,661 | +0.5% | 20,124 | +0.3% | 0.01% | 0.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $495,858 | +35.7% | 16,735 | +37.9% | 0.01% | +42.9% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $487,593 | -20.2% | 18,012 | +6.8% | 0.01% | -16.7% |
| LRGF | ISHARES TRu s equity factr | $481,794 | -2.8% | 11,122 | 0.0% | 0.01% | 0.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $504,023 | -17.5% | 1,763 | -4.9% | 0.01% | -16.7% |
| FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $475,799 | -1.2% | 15,443 | 0.0% | 0.01% | 0.0% | ||
| TM | Buy | TOYOTA MOTOR CORPads | $472,600 | +55.4% | 2,629 | +39.0% | 0.01% | +66.7% |
| LULU | Buy | LULULEMON ATHLETICA INC | $488,182 | +25.1% | 1,266 | +22.8% | 0.01% | +25.0% |
| GLIN | Buy | VANECK ETF TRUSTindia growth ldr | $499,122 | +39.9% | 12,911 | +32.7% | 0.01% | +42.9% |
| DOV | Buy | DOVER CORP | $494,084 | +2.2% | 3,541 | +8.1% | 0.01% | 0.0% |
| IT | Buy | GARTNER INC | $481,741 | +77.0% | 1,402 | +80.4% | 0.01% | +100.0% |
| Sell | INNOVATOR ETFS TRinternational dv | $473,471 | -19.0% | 18,037 | -19.6% | 0.01% | -16.7% | |
| Buy | GSK PLCsponsored adr | $483,381 | +3.0% | 13,335 | +1.3% | 0.01% | +11.1% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $500,383 | +28.5% | 6,927 | +33.4% | 0.01% | +25.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $510,635 | -73.5% | 2,683 | -73.8% | 0.01% | -73.7% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $482,438 | -3.5% | 8,691 | +10.5% | 0.01% | 0.0% |
| ABC | Buy | CENCORA INC | $498,845 | +6.6% | 2,772 | +14.0% | 0.01% | +11.1% |
| VRSK | Sell | VERISK ANALYTICS INC | $508,667 | -10.2% | 2,153 | -14.1% | 0.01% | -9.1% |
| CID | Sell | VICTORY PORTFOLIOS II | $516,939 | -9.2% | 17,312 | -6.2% | 0.01% | -9.1% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $503,212 | -3.0% | 12,989 | +0.6% | 0.01% | 0.0% |
| EQL | Sell | ALPS ETF TRequal sec etf | $512,515 | -5.2% | 5,109 | -1.4% | 0.01% | -9.1% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $492,667 | +4.4% | 5,605 | +8.8% | 0.01% | +11.1% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $489,149 | -5.9% | 11,237 | -2.8% | 0.01% | 0.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $503,662 | +5.5% | 7,637 | -1.0% | 0.01% | +11.1% |
| MU | Buy | MICRON TECHNOLOGY INC | $483,757 | +17.1% | 7,111 | +8.6% | 0.01% | +25.0% |
| EXAS | Buy | EXACT SCIENCES CORP | $494,390 | -15.9% | 7,247 | +15.8% | 0.01% | -16.7% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts hi | $477,180 | +51.6% | 21,068 | +58.9% | 0.01% | +66.7% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $490,760 | +52.4% | 20,733 | +56.9% | 0.01% | +66.7% | |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $483,010 | -3.6% | 9,986 | +0.1% | 0.01% | 0.0% |
| DLTR | Buy | DOLLAR TREE INC | $508,193 | -21.2% | 4,774 | +6.3% | 0.01% | -23.1% |
| FTXG | Sell | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $439,482 | -13.1% | 18,559 | -3.8% | 0.01% | -10.0% |
| FVC | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wright | $465,232 | -6.7% | 14,840 | +0.1% | 0.01% | -10.0% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $433,038 | +3.1% | 4,412 | +0.1% | 0.01% | +12.5% |
| DDOG | Buy | DATADOG INC | $465,834 | -0.5% | 5,114 | +7.5% | 0.01% | 0.0% |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $434,114 | +3.6% | 51,619 | +0.3% | 0.01% | +12.5% |
| DHI | Buy | D R HORTON INC | $455,218 | +10.9% | 4,235 | +25.5% | 0.01% | +12.5% |
| ECL | Buy | ECOLAB INC | $441,485 | -4.6% | 2,606 | +5.2% | 0.01% | 0.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $438,740 | -19.5% | 3,316 | +1.8% | 0.01% | -18.2% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $429,829 | +77.8% | 7,089 | +97.4% | 0.01% | +80.0% |
| AVO | MISSION PRODUCE INC | $441,534 | -20.1% | 45,613 | 0.0% | 0.01% | -18.2% | |
| TFLO | New | ISHARES TRtrs flt rt bd | $467,975 | – | 9,223 | +100.0% | 0.01% | – |
| IBN | Sell | ICICI BANK LIMITEDadr | $463,267 | -3.0% | 20,038 | -3.2% | 0.01% | 0.0% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $433,155 | +12.3% | 1,059 | +1.5% | 0.01% | +12.5% |
| LPLA | Sell | LPL FINL HLDGS INC | $422,404 | +0.1% | 1,777 | -8.4% | 0.01% | +12.5% |
| XOP | New | SPDR SER TRs&p oilgas exp | $461,608 | – | 3,121 | +100.0% | 0.01% | – |
| MCO | Buy | MOODYS CORP | $425,950 | -3.8% | 1,347 | +5.7% | 0.01% | 0.0% |
| ROKU | Sell | ROKU INC | $434,975 | +5.5% | 6,162 | -4.4% | 0.01% | +12.5% |
| STAG | Buy | STAG INDL INC | $450,696 | +1.3% | 13,060 | +5.3% | 0.01% | 0.0% |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $461,343 | – | 10,970 | +100.0% | 0.01% | – |
| QGEN | QIAGEN NV | $437,886 | -10.1% | 10,812 | 0.0% | 0.01% | -10.0% | |
| OGE | Buy | OGE ENERGY CORP | $438,536 | -6.5% | 13,157 | +0.7% | 0.01% | 0.0% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $469,535 | -10.9% | 2,247 | +0.4% | 0.01% | -10.0% |
| KOCT | Sell | INNOVATOR ETFS TRus sml cp pwr b | $455,152 | -12.0% | 17,724 | -7.2% | 0.01% | -10.0% |
| D | Buy | DOMINION ENERGY INC | $453,754 | -9.5% | 10,158 | +4.9% | 0.01% | -10.0% |
| IQDF | Sell | FLEXSHARES TRintl qltdv idx | $422,443 | -9.9% | 19,838 | -6.2% | 0.01% | 0.0% |
| SHV | Sell | ISHARES TRshort treas bd | $469,999 | -61.9% | 4,255 | -61.9% | 0.01% | -62.5% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $425,893 | -16.9% | 4,706 | -4.5% | 0.01% | -10.0% |
| PGR | Buy | PROGRESSIVE CORP | $422,533 | +18.9% | 3,033 | +13.0% | 0.01% | +28.6% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $423,825 | +17.0% | 515 | +2.2% | 0.01% | +28.6% |
| AFL | Sell | AFLAC INC | $437,444 | -0.9% | 5,700 | -9.8% | 0.01% | 0.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $468,058 | +11.6% | 1,346 | +12.9% | 0.01% | +12.5% |
| YUM | Buy | YUM BRANDS INC | $386,427 | +6.6% | 3,093 | +18.2% | 0.01% | +14.3% |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $373,779 | -10.7% | 7,432 | +96.4% | 0.01% | 0.0% |
| PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $416,414 | -1.9% | 13,573 | +399.9% | 0.01% | 0.0% |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $408,289 | +6.8% | 20,642 | +56.8% | 0.01% | 0.0% |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $384,760 | +25.0% | 21,799 | 0.0% | 0.01% | +33.3% | |
| HMC | Buy | HONDA MOTOR LTD | $383,938 | +38.3% | 11,413 | +24.6% | 0.01% | +60.0% |
| Sell | GLOBAL X FDSemerging mkt grt | $387,983 | -34.0% | 16,343 | -30.7% | 0.01% | -33.3% | |
| IYF | Sell | ISHARES TRu.s. finls etf | $381,712 | -6.1% | 5,106 | -6.3% | 0.01% | 0.0% |
| ISCV | ISHARES TRmrning sm cp etf | $398,536 | -4.1% | 7,697 | 0.0% | 0.01% | 0.0% | |
| GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $390,774 | -25.8% | 17,360 | -35.7% | 0.01% | -20.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $417,786 | -8.7% | 6,406 | -5.5% | 0.01% | -11.1% |
| FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $403,248 | -2.1% | 10,345 | 0.0% | 0.01% | 0.0% | |
| XT | Sell | ISHARES TRexponential tech | $372,432 | -6.3% | 7,134 | -0.3% | 0.01% | 0.0% |
| QMAR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $391,833 | +0.1% | 16,306 | -0.2% | 0.01% | 0.0% |
| IBHC | Sell | ISHARES TRibonds 23 trm hg | $411,023 | -1.6% | 17,387 | -1.6% | 0.01% | 0.0% |
| IBHE | Sell | ISHARES TRibonds 25 trm hg | $376,714 | -2.0% | 16,429 | -1.7% | 0.01% | 0.0% |
| IBHD | Sell | ISHARES TRibonds 24 trm hg | $416,614 | -0.9% | 17,957 | -1.4% | 0.01% | 0.0% |
| IBMO | Buy | ISHARES TRibonds dec 26 | $409,727 | +18.1% | 16,515 | +19.9% | 0.01% | +14.3% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $392,133 | -8.7% | 14,842 | -6.7% | 0.01% | 0.0% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $417,191 | -11.2% | 9,787 | +6.6% | 0.01% | -11.1% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $391,523 | -14.8% | 2,453 | -13.0% | 0.01% | -11.1% |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $372,602 | – | 270 | +100.0% | 0.01% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $411,931 | -11.6% | 5,278 | +1.5% | 0.01% | -11.1% |
| NFG | Sell | NATIONAL FUEL GAS CO | $378,788 | -33.2% | 7,297 | -33.9% | 0.01% | -27.3% |
| ENTG | Buy | ENTEGRIS INC | $420,582 | -13.2% | 4,479 | +2.4% | 0.01% | -20.0% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $388,899 | +15.4% | 11,289 | +25.8% | 0.01% | +14.3% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $400,132 | -0.6% | 19,237 | +0.0% | 0.01% | 0.0% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $403,680 | -2.7% | 12,836 | -0.7% | 0.01% | 0.0% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $405,345 | -7.3% | 11,915 | -6.0% | 0.01% | -11.1% | |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $410,036 | +13.6% | 4,044 | +20.3% | 0.01% | +14.3% |
| SHOP | Sell | SHOPIFY INCcl a | $388,154 | -22.5% | 7,113 | -8.2% | 0.01% | -20.0% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $411,096 | -13.3% | 4,169 | -2.6% | 0.01% | -11.1% |
| SNA | Buy | SNAP ON INC | $398,394 | -4.6% | 1,562 | +7.7% | 0.01% | 0.0% |
| SOUNDHOUND AI INC | $405,534 | -55.8% | 201,758 | 0.0% | 0.01% | -55.6% | ||
| SPLK | Sell | SPLUNK INC | $411,109 | +35.8% | 2,811 | -1.5% | 0.01% | +33.3% |
| SYBT | STOCK YDS BANCORP INC | $378,873 | -13.4% | 9,643 | 0.0% | 0.01% | -11.1% | |
| ULTA | Buy | ULTA BEAUTY INC | $385,469 | +60.9% | 965 | +89.6% | 0.01% | +60.0% |
| FYLD | Buy | CAMBRIA ETF TRcambria fgn shr | $389,915 | +83.9% | 16,260 | +84.1% | 0.01% | +100.0% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $378,016 | +36.8% | 21,130 | +42.2% | 0.01% | +60.0% |
| CBRE | Buy | CBRE GROUP INCcl a | $408,667 | +13.5% | 5,533 | +24.0% | 0.01% | +14.3% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $412,657 | +12.6% | 5,486 | +17.3% | 0.01% | +14.3% |
| BIIB | Sell | BIOGEN INC | $374,207 | -86.6% | 1,456 | -85.2% | 0.01% | -85.5% |
| WRB | Buy | BERKLEY W R CORP | $386,739 | +7.7% | 6,091 | +1.0% | 0.01% | +14.3% |
| ASAN | ASANA INCcl a | $372,261 | -16.9% | 20,331 | 0.0% | 0.01% | -11.1% | |
| Buy | APOLLO GLOBAL MGMT INC | $386,329 | +57.4% | 4,304 | +34.7% | 0.01% | +60.0% | |
| IP | Sell | INTERNATIONAL PAPER CO | $391,514 | +9.4% | 11,038 | -1.9% | 0.01% | +14.3% |
| ICLR | Sell | ICON PLC | $387,597 | -4.7% | 1,574 | -3.1% | 0.01% | 0.0% |
| FLEX | Buy | FLEX LTDord | $414,089 | +88.6% | 15,348 | +93.3% | 0.01% | +100.0% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $336,202 | -4.7% | 4,443 | -8.1% | 0.01% | 0.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $365,944 | +23.5% | 7,502 | +24.8% | 0.01% | +16.7% |
| LW | Buy | LAMB WESTON HLDGS INC | $340,846 | -13.4% | 3,686 | +7.6% | 0.01% | -12.5% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $322,707 | +10.6% | 666 | +9.7% | 0.01% | +16.7% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $366,606 | -29.2% | 2,105 | -20.4% | 0.01% | -30.0% |
| INMD | Buy | INMODE LTD | $339,690 | -17.1% | 11,152 | +1.7% | 0.01% | -12.5% |
| IEX | Buy | IDEX CORP | $325,325 | +3.5% | 1,564 | +7.1% | 0.01% | +16.7% |
| IFRA | Buy | ISHARES TRus infrastruc | $341,465 | +25.5% | 9,332 | +34.1% | 0.01% | +40.0% |
| DBEF | DBX ETF TRxtrack msci eafe | $371,096 | -1.3% | 10,633 | 0.0% | 0.01% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $356,345 | -28.1% | 9,631 | -7.6% | 0.01% | -30.0% |
| TT | New | TRANE TECHNOLOGIES PLC | $332,789 | – | 1,640 | +100.0% | 0.01% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $366,881 | – | 17,479 | +100.0% | 0.01% | – |
| DEO | Buy | DIAGEO PLCspon adr new | $328,064 | -1.8% | 2,199 | +14.2% | 0.01% | 0.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $358,007 | +61.9% | 2,312 | +37.4% | 0.01% | +75.0% |
| WCN | Buy | WASTE CONNECTIONS INC | $366,460 | -5.6% | 2,729 | +0.5% | 0.01% | -12.5% |
| SAP | Buy | SAP SEspon adr | $333,379 | +11.3% | 2,578 | +17.8% | 0.01% | +16.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $360,375 | -7.0% | 3,986 | -5.3% | 0.01% | -12.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $338,011 | -6.7% | 4,168 | -3.4% | 0.01% | 0.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $349,213 | +0.5% | 3,757 | +2.3% | 0.01% | 0.0% |
| VMC | Sell | VULCAN MATLS CO | $360,434 | -20.6% | 1,784 | -11.4% | 0.01% | -22.2% |
| HPQ | Buy | HP INC | $366,981 | -1.7% | 14,279 | +17.4% | 0.01% | 0.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $336,461 | -3.4% | 3,995 | +0.1% | 0.01% | 0.0% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $355,943 | -6.3% | 6,228 | -3.8% | 0.01% | -12.5% |
| ARCC | Buy | ARES CAPITAL CORP | $333,802 | +9.7% | 17,145 | +5.9% | 0.01% | +16.7% |
| PXD | Sell | PIONEER NAT RES CO | $362,060 | +10.0% | 1,578 | -0.6% | 0.01% | 0.0% |
| BJ | New | BJS WHSL CLUB HLDGS INC | $324,020 | – | 4,540 | +100.0% | 0.01% | – |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $333,029 | -17.0% | 4,895 | -0.9% | 0.01% | -12.5% | |
| FLQL | Sell | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $368,732 | -8.3% | 8,561 | -4.7% | 0.01% | -12.5% |
| Buy | PACER FDS TRswan sos modrte | $357,641 | +67.5% | 15,125 | +64.9% | 0.01% | +75.0% | |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $355,521 | +25.0% | 7,245 | +30.8% | 0.01% | +16.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $354,343 | +13.1% | 7,939 | +17.7% | 0.01% | +16.7% |
| EMLC | New | VANECK ETF TRUSTjp mrgan em loc | $337,728 | – | 14,149 | +100.0% | 0.01% | – |
| FICO | Buy | FAIR ISAAC CORP | $336,990 | +8.2% | 388 | +0.8% | 0.01% | +16.7% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $331,775 | -84.5% | 12,329 | -82.7% | 0.01% | -83.3% |
| FTV | Buy | FORTIVE CORP | $370,929 | +1.8% | 5,002 | +2.6% | 0.01% | 0.0% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $360,427 | +0.5% | 8,913 | -0.4% | 0.01% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $353,396 | +16.5% | 10,657 | +7.8% | 0.01% | +16.7% |
| FE | Buy | FIRSTENERGY CORP | $332,693 | -7.6% | 9,734 | +5.1% | 0.01% | 0.0% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $359,840 | +7.0% | 12,746 | +7.3% | 0.01% | 0.0% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $348,107 | -7.1% | 1,414 | -3.5% | 0.01% | 0.0% |
| FAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $355,602 | -1.7% | 11,023 | 0.0% | 0.01% | 0.0% | |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $355,807 | -3.8% | 9,679 | +15.0% | 0.01% | 0.0% |
| CCL | Sell | CARNIVAL CORP | $363,127 | -37.4% | 26,466 | -14.1% | 0.01% | -36.4% |
| FMAR | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $341,638 | -1.2% | 9,706 | 0.0% | 0.01% | 0.0% | |
| FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $337,310 | -1.2% | 10,933 | 0.0% | 0.01% | 0.0% | ||
| SONY | Buy | SONY GROUP CORPsponsored adr | $356,994 | -2.5% | 4,332 | +6.6% | 0.01% | 0.0% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $333,247 | +20.0% | 41,708 | +25.2% | 0.01% | +40.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $366,954 | -12.1% | 2,402 | +1.2% | 0.01% | -12.5% |
| BYLD | Sell | ISHARES TRyld optim bd | $370,958 | -10.8% | 17,355 | -8.5% | 0.01% | -12.5% |
| HUBS | New | HUBSPOT INC | $319,633 | – | 649 | +100.0% | 0.01% | – |
| EA | Sell | ELECTRONIC ARTS INC | $284,054 | -10.4% | 2,359 | -3.5% | 0.01% | 0.0% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $283,099 | -15.8% | 613 | -1.4% | 0.01% | -14.3% |
| MOH | Buy | MOLINA HEALTHCARE INC | $310,512 | +40.4% | 947 | +29.0% | 0.01% | +50.0% |
| EMN | Sell | EASTMAN CHEM CO | $309,620 | -8.5% | 4,036 | -0.1% | 0.01% | -14.3% |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $279,317 | -22.9% | 16,401 | -3.0% | 0.01% | -14.3% |
| MRNA | Sell | MODERNA INC | $288,386 | -19.6% | 2,792 | -5.5% | 0.01% | -14.3% |
| MELI | Buy | MERCADOLIBRE INC | $308,095 | +15.1% | 243 | +7.5% | 0.01% | +20.0% |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $274,084 | – | 5,064 | +100.0% | 0.01% | – |
| DT | Buy | DYNATRACE INC | $310,521 | +28.6% | 6,645 | +41.6% | 0.01% | +20.0% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $289,013 | -17.8% | 5,339 | -9.2% | 0.01% | -14.3% |
| MAIN | Buy | MAIN STR CAP CORP | $311,220 | +1.9% | 7,660 | +0.4% | 0.01% | 0.0% |
| Sell | LITMAN GREGORY FDS TRimgp dbi managed | $309,081 | +3.4% | 10,695 | -1.1% | 0.01% | 0.0% | |
| KRG | Buy | KITE RLTY GROUP TR | $311,934 | +2.5% | 14,563 | +6.9% | 0.01% | 0.0% |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $320,015 | – | 3,292 | +100.0% | 0.01% | – |
| DG | Sell | DOLLAR GEN CORP NEW | $277,485 | -39.8% | 2,623 | -3.4% | 0.01% | -33.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $296,698 | +1.2% | 8,838 | +3.6% | 0.01% | 0.0% |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $283,021 | – | 2,721 | +100.0% | 0.01% | – |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $291,645 | -4.8% | 6,163 | 0.0% | 0.01% | 0.0% | |
| JEF | Buy | JEFFERIES FINL GROUP INC | $296,975 | +10.8% | 8,107 | +0.3% | 0.01% | +20.0% |
| New | J P MORGAN EXCHANGE TRADED Fjpmorgam ltd dur | $296,007 | – | 5,932 | +100.0% | 0.01% | – | |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $287,458 | -14.4% | 5,471 | -1.2% | 0.01% | -14.3% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $301,590 | +26.5% | 9,817 | +26.4% | 0.01% | +20.0% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $283,659 | -44.3% | 7,383 | -43.1% | 0.01% | -40.0% |
| SPHY | New | SPDR SER TRportfli high yld | $302,984 | – | 13,514 | +100.0% | 0.01% | – |
| JPEM | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $294,651 | -35.5% | 5,850 | -35.3% | 0.01% | -33.3% |
| SNY | Sell | SANOFIsponsored adr | $312,239 | -0.5% | 5,821 | -0.0% | 0.01% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $297,380 | +1.6% | 5,966 | +5.4% | 0.01% | 0.0% |
| USXF | Buy | ISHARES TResg msci usa etf | $290,262 | +24.0% | 8,375 | +28.6% | 0.01% | +20.0% |
| HDEF | New | DBX ETF TRxtrack msci eafe | $307,793 | – | 13,625 | +100.0% | 0.01% | – |
| IBDU | New | ISHARES TRibonds dec 29 | $272,748 | – | 12,454 | +100.0% | 0.01% | – |
| USHY | New | ISHARES TRbroad usd high | $299,960 | – | 8,642 | +100.0% | 0.01% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $313,111 | – | 13,030 | +100.0% | 0.01% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $281,151 | -2.0% | 1,746 | +3.4% | 0.01% | 0.0% |
| IPAC | ISHARES TRcore msci pac | $318,986 | -3.2% | 5,737 | 0.0% | 0.01% | -14.3% | |
| RNP | Sell | COHEN & STEERS REIT & PFD & | $288,485 | -16.9% | 16,812 | -8.1% | 0.01% | -14.3% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $299,796 | -83.2% | 39,551 | -82.8% | 0.01% | -82.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $283,963 | +5.6% | 9,377 | +10.3% | 0.01% | +20.0% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $312,319 | -8.1% | 19,982 | -1.4% | 0.01% | -14.3% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $278,450 | -4.7% | 14,571 | +1.3% | 0.01% | 0.0% |
| CINF | Buy | CINCINNATI FINL CORP | $313,413 | +8.4% | 3,064 | +3.1% | 0.01% | 0.0% |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $273,646 | – | 6,750 | +100.0% | 0.01% | – |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $273,469 | -3.5% | 7,037 | 0.0% | 0.01% | 0.0% | |
| TECK | Buy | TECK RESOURCES LTDcl b | $308,509 | +38.6% | 7,160 | +35.5% | 0.01% | +50.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $298,445 | -3.7% | 3,075 | +8.5% | 0.01% | 0.0% |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $281,777 | -1.3% | 12,289 | +0.0% | 0.01% | 0.0% |
| UL | Buy | UNILEVER PLCspon adr new | $311,764 | +10.9% | 6,311 | +17.0% | 0.01% | 0.0% |
| UBSI | Sell | UNITED BANKSHARES INC WEST V | $285,482 | -11.6% | 10,347 | -5.0% | 0.01% | 0.0% |
| CBON | Sell | VANECK ETF TRUSTchina bond etf | $279,929 | -6.3% | 13,007 | -5.5% | 0.01% | 0.0% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $289,159 | -4.2% | 6,557 | +0.1% | 0.01% | 0.0% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $281,861 | +0.4% | 4,934 | +7.1% | 0.01% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $278,980 | +25.0% | 4,940 | +30.5% | 0.01% | +50.0% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $275,004 | -7.1% | 4,604 | -1.5% | 0.01% | 0.0% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $273,680 | +22.8% | 5,813 | +27.4% | 0.01% | +50.0% |
| EJUL | Buy | INNOVATOR ETFS TRemrgng mkt july | $274,802 | +16.7% | 12,208 | +19.5% | 0.01% | +20.0% |
| IYJ | Sell | ISHARES TRus industrials | $280,762 | -10.9% | 2,783 | -6.4% | 0.01% | 0.0% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $287,446 | -22.9% | 3,907 | -14.3% | 0.01% | -14.3% |
| GPC | Buy | GENUINE PARTS CO | $287,150 | -7.1% | 1,989 | +8.9% | 0.01% | 0.0% |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $310,264 | – | 1,152 | +100.0% | 0.01% | – |
| NOCT | INNOVATOR ETFS TRgrwt100 pwr buf | $315,195 | +2.1% | 7,414 | 0.0% | 0.01% | 0.0% | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $272,700 | -3.3% | 14,498 | +2.9% | 0.01% | 0.0% | |
| HEIA | Buy | HEICO CORP NEWcl a | $312,317 | -8.0% | 2,417 | +0.2% | 0.01% | -14.3% |
| AIM ETF PRODUCTS TRUSTus lagcp b20 may | $314,054 | -0.7% | 12,222 | 0.0% | 0.01% | 0.0% | ||
| HOLX | Buy | HOLOGIC INC | $312,092 | -12.7% | 4,497 | +1.8% | 0.01% | -14.3% |
| New | AIM ETF PRODUCTS TRUSTallianzim us lrg | $316,156 | – | 13,032 | +100.0% | 0.01% | – | |
| AZBA | AIM ETF PRODUCTS TRUSTus lrgcp b20 apr | $296,688 | -0.4% | 10,600 | 0.0% | 0.01% | 0.0% | |
| A | Buy | AGILENT TECHNOLOGIES INC | $283,758 | +0.2% | 2,538 | +7.8% | 0.01% | 0.0% |
| WMB | Sell | WILLIAMS COS INC | $314,256 | +1.9% | 9,328 | -1.3% | 0.01% | 0.0% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $280,648 | +17.1% | 13,219 | +16.8% | 0.01% | +20.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $301,816 | -8.5% | 1,475 | +1.7% | 0.01% | -14.3% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $320,912 | +20.1% | 4,026 | +12.8% | 0.01% | +20.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $291,172 | +15.8% | 6,900 | +7.6% | 0.01% | +20.0% |
| BJAN | Sell | INNOVATOR ETFS TRus eqty bufr jan | $312,189 | -11.5% | 8,497 | -9.1% | 0.01% | -14.3% |
| IDXX | Sell | IDEXX LABS INC | $312,211 | -88.3% | 714 | -86.6% | 0.01% | -88.7% |
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $281,530 | – | 11,980 | +100.0% | 0.01% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $304,167 | – | 3,811 | +100.0% | 0.01% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $313,682 | -21.7% | 3,906 | -13.3% | 0.01% | -25.0% |
| PNM | Buy | PNM RES INC | $287,732 | -0.3% | 6,450 | +0.8% | 0.01% | 0.0% |
| Sell | ASPEN TECHNOLOGY INC | $302,509 | +21.5% | 1,481 | -0.3% | 0.01% | +20.0% | |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $304,468 | +8.4% | 335 | +13.9% | 0.01% | 0.0% |
| EVRG | New | EVERGY INC | $321,634 | – | 6,344 | +100.0% | 0.01% | – |
| INDS | Sell | PACER FDS TRindustrial relet | $313,352 | -33.5% | 8,927 | -25.9% | 0.01% | -33.3% |
| NEM | Sell | NEWMONT CORP | $309,714 | -25.4% | 8,382 | -13.9% | 0.01% | -25.0% |
| BIO | Sell | BIO RAD LABS INCcl a | $248,765 | -6.1% | 694 | -0.7% | 0.01% | 0.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $225,862 | -6.9% | 1,494 | +3.0% | 0.01% | 0.0% |
| EWJ | New | ISHARES INCmsci jpn etf new | $244,935 | – | 4,063 | +100.0% | 0.01% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $265,924 | – | 2,496 | +100.0% | 0.01% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $257,443 | – | 7,825 | +100.0% | 0.01% | – |
| GOLD | Sell | BARRICK GOLD CORP | $266,759 | -15.5% | 18,334 | -1.7% | 0.01% | -16.7% |
| ALK | Buy | ALASKA AIR GROUP INC | $224,445 | -23.6% | 6,053 | +9.6% | 0.01% | -16.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $262,927 | -6.4% | 1,834 | -2.9% | 0.01% | -16.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $266,971 | -5.8% | 3,689 | +0.4% | 0.01% | -16.7% |
| LNT | Buy | ALLIANT ENERGY CORP | $243,455 | -3.1% | 5,025 | +5.0% | 0.01% | 0.0% |
| ATO | Buy | ATMOS ENERGY CORP | $266,301 | -0.0% | 2,514 | +9.8% | 0.01% | 0.0% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $224,739 | -2.3% | 3,169 | -0.8% | 0.01% | 0.0% |
| HAL | New | HALLIBURTON CO | $262,030 | – | 6,470 | +100.0% | 0.01% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $241,620 | – | 4,577 | +100.0% | 0.01% | – |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $226,538 | +1.1% | 2,820 | +2.3% | 0.01% | +25.0% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $224,583 | -7.8% | 4,485 | -4.5% | 0.01% | 0.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $238,435 | +13.4% | 629 | +0.8% | 0.01% | +25.0% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $241,365 | -4.7% | 1,808 | +0.4% | 0.01% | 0.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $269,916 | +0.3% | 2,499 | +7.3% | 0.01% | 0.0% |
| SNPS | New | SYNOPSYS INC | $225,813 | – | 492 | +100.0% | 0.01% | – |
| Sell | PEAKSTONE REALTY TRUST | $270,102 | -44.1% | 16,232 | -6.2% | 0.01% | -50.0% | |
| SMMU | PIMCO ETF TRshtrm mun bd act | $228,597 | -1.2% | 4,670 | 0.0% | 0.01% | 0.0% | |
| DMAR | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $225,157 | -0.4% | 7,000 | 0.0% | 0.01% | +25.0% | |
| YYY | AMPLIFY ETF TR | $255,208 | -5.0% | 22,971 | 0.0% | 0.01% | 0.0% | |
| PINS | Sell | PINTEREST INCcl a | $260,894 | -7.0% | 9,652 | -6.0% | 0.01% | -16.7% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $259,312 | -6.6% | 13,011 | +6.6% | 0.01% | 0.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $225,375 | +5.9% | 2,460 | +15.9% | 0.01% | +25.0% |
| RACE | Buy | FERRARI N V | $243,635 | -4.2% | 824 | +5.4% | 0.01% | 0.0% |
| IXUS | Buy | ISHARES TRcore msci total | $236,348 | +11.0% | 3,939 | +15.9% | 0.01% | +25.0% |
| FMAY | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $247,227 | -1.7% | 6,455 | 0.0% | 0.01% | 0.0% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $237,043 | +3.0% | 4,516 | +7.6% | 0.01% | 0.0% |
| TRP | New | TC ENERGY CORP | $260,649 | – | 7,575 | +100.0% | 0.01% | – |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $239,318 | +15.8% | 8,332 | +16.1% | 0.01% | +25.0% |
| LNG | Sell | CHENIERE ENERGY INC | $223,878 | +3.6% | 1,349 | -4.9% | 0.01% | +25.0% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $267,100 | -1.1% | 5,846 | +0.4% | 0.01% | 0.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $251,953 | -48.8% | 2,267 | -47.0% | 0.01% | -50.0% |
| EFX | Sell | EQUIFAX INC | $241,712 | -36.3% | 1,319 | -18.2% | 0.01% | -37.5% |
| TPL | Sell | TEXAS PACIFIC LAND CORPORATI | $244,434 | -32.7% | 134 | -51.4% | 0.01% | -28.6% |
| FAUG | FIRST TR EXCHNG TRADED FD VIvest us buffer | $225,663 | -3.2% | 6,037 | 0.0% | 0.01% | 0.0% | |
| RC | Buy | READY CAPITAL CORP | $256,600 | -10.3% | 25,381 | +0.0% | 0.01% | -16.7% |
| CAH | Buy | CARDINAL HEALTH INC | $252,038 | -1.5% | 2,903 | +7.3% | 0.01% | 0.0% |
| JD | Sell | JD.COM INCspon adr cl a | $235,061 | -16.3% | 8,070 | -1.9% | 0.01% | -16.7% |
| FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $268,451 | – | 7,000 | +100.0% | 0.01% | – |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $245,148 | -47.4% | 10,886 | -45.5% | 0.01% | -44.4% | |
| RRC | Buy | RANGE RES CORP | $263,181 | +10.5% | 8,120 | +0.2% | 0.01% | 0.0% |
| RSG | Buy | REPUBLIC SVCS INC | $253,164 | -5.0% | 1,777 | +2.1% | 0.01% | 0.0% |
| SWAV | Buy | SHOCKWAVE MED INC | $253,653 | -24.1% | 1,274 | +8.8% | 0.01% | -28.6% |
| CNI | Buy | CANADIAN NATL RY CO | $246,491 | -1.2% | 2,275 | +10.4% | 0.01% | 0.0% |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $251,371 | – | 959 | +100.0% | 0.01% | – |
| SCI | Buy | SERVICE CORP INTL | $239,024 | -10.9% | 4,183 | +0.7% | 0.01% | 0.0% |
| CPRT | Buy | COPART INC | $244,751 | -8.0% | 5,680 | +94.7% | 0.01% | 0.0% |
| EYLD | New | CAMBRIA ETF TRemrg sharehldr | $266,150 | – | 9,280 | +100.0% | 0.01% | – |
| QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $263,610 | -2.8% | 3,526 | +0.0% | 0.01% | 0.0% |
| COIN | Sell | COINBASE GLOBAL INC | $266,985 | -11.4% | 3,556 | -15.6% | 0.01% | -16.7% |
| ALC | Buy | ALCON AG | $243,223 | -1.6% | 3,156 | +4.9% | 0.01% | 0.0% |
| STE | Sell | STERIS PLC | $231,336 | -9.0% | 1,055 | -6.6% | 0.01% | 0.0% |
| Buy | NU HLDGS LTD | $254,613 | +124.0% | 35,119 | +143.7% | 0.01% | +150.0% | |
| IBMP | Buy | ISHARES TRibonds dec 27 | $270,654 | +18.2% | 11,056 | +21.0% | 0.01% | 0.0% |
| URI | Buy | UNITED RENTALS INC | $228,692 | +0.1% | 514 | +0.2% | 0.01% | 0.0% |
| RWK | Buy | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $227,368 | -2.1% | 2,423 | +0.2% | 0.01% | 0.0% |
| UHT | Buy | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $226,183 | -13.6% | 5,594 | +1.7% | 0.01% | 0.0% |
| MRO | New | MARATHON OIL CORP | $238,433 | – | 8,913 | +100.0% | 0.01% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $234,845 | -3.7% | 4,127 | +5.9% | 0.01% | 0.0% |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $268,025 | – | 4,290 | +100.0% | 0.01% | – |
| FVAL | Buy | FIDELITY COVINGTON TRUSTvlu factor etf | $233,244 | -0.9% | 4,875 | +1.7% | 0.01% | 0.0% |
| DTEC | Sell | ALPS ETF TRdisruptive tech | $227,841 | -13.8% | 6,432 | -4.3% | 0.01% | 0.0% |
| ESML | New | ISHARES TResg aware msci | $226,562 | – | 6,733 | +100.0% | 0.01% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $250,036 | -2.2% | 3,575 | -5.1% | 0.01% | 0.0% |
| DTE | Buy | DTE ENERGY CO | $270,743 | -8.0% | 2,727 | +2.0% | 0.01% | -16.7% |
| XEL | Sell | XCEL ENERGY INC | $237,046 | -16.1% | 4,143 | -8.8% | 0.01% | -16.7% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $264,563 | -23.8% | 3,964 | -19.8% | 0.01% | -28.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $236,522 | +14.6% | 9,880 | +17.9% | 0.01% | +25.0% |
| FIRST TR EXCHNG TRADED FD VIft cboe vest us | $224,960 | +0.6% | 7,110 | 0.0% | 0.01% | +25.0% | ||
| SQ | Sell | BLOCK INCcl a | $262,860 | -52.1% | 5,939 | -28.0% | 0.01% | -54.5% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $271,356 | +18.9% | 8,850 | +29.9% | 0.01% | 0.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $238,413 | +0.2% | 5,756 | +6.0% | 0.01% | 0.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $233,009 | -10.4% | 2,489 | -19.3% | 0.01% | 0.0% |
| BJUN | INNOVATOR ETFS TRus eqty bufr jun | $250,088 | -2.2% | 7,620 | 0.0% | 0.01% | 0.0% | |
| WSO | Sell | WATSCO INC | $264,220 | -11.9% | 700 | -10.9% | 0.01% | -16.7% |
| OEF | Sell | ISHARES TRs&p 100 etf | $246,203 | -32.5% | 1,227 | -30.4% | 0.01% | -28.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $249,438 | -12.7% | 3,869 | -9.1% | 0.01% | -16.7% |
| MTDR | Buy | MATADOR RES CO | $269,555 | +23.0% | 4,532 | +8.2% | 0.01% | +25.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $258,789 | -14.0% | 3,213 | -5.7% | 0.01% | -16.7% |
| VISLINK TECHNOLOGIES INC | $257,799 | -35.3% | 70,437 | 0.0% | 0.01% | -37.5% | ||
| SRVR | New | PACER FDS TRdata and infrast | $225,011 | – | 8,691 | +100.0% | 0.01% | – |
| SITE | Sell | SITEONE LANDSCAPE SUPPLY INC | $209,379 | -7.1% | 1,281 | -4.8% | 0.00% | 0.0% |
| SNAP | Buy | SNAP INCcl a | $220,736 | -23.3% | 24,774 | +2.0% | 0.00% | -33.3% |
| RELX | Sell | RELX PLCsponsored adr | $215,424 | -1.8% | 6,392 | -2.6% | 0.00% | 0.0% |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $182,508 | – | 11,371 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $211,210 | – | 2,228 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $208,869 | – | 3,878 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $206,971 | – | 536 | +100.0% | 0.00% | – |
| SDCI | New | USCF ETF TRsummerhaven k1 | $222,855 | – | 12,043 | +100.0% | 0.00% | – |
| CCJ | Sell | CAMECO CORP | $217,480 | -87.4% | 5,486 | -90.0% | 0.00% | -88.2% |
| UA | Buy | UNDER ARMOUR INCcl c | $220,933 | -4.7% | 34,629 | +0.3% | 0.00% | -20.0% |
| DGX | New | QUEST DIAGNOSTICS INC | $201,965 | – | 1,657 | +100.0% | 0.00% | – |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $206,623 | -8.3% | 2,399 | +0.5% | 0.00% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $215,904 | -12.8% | 3,473 | +1.0% | 0.00% | -20.0% |
| MAS | Buy | MASCO CORP | $206,927 | -5.0% | 3,871 | +2.0% | 0.00% | 0.0% |
| Sell | BROOKFIELD CORPcl a ltd vt sh | $203,500 | -8.8% | 6,508 | -1.8% | 0.00% | 0.0% | |
| New | VANECK ETF TRUSTclo etf | $204,521 | – | 3,921 | +100.0% | 0.00% | – | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $216,384 | -8.1% | 3,002 | -3.3% | 0.00% | -20.0% |
| VFMO | Buy | VANGUARD WELLINGTON FDus momentum | $223,081 | -6.4% | 1,967 | +0.1% | 0.00% | -20.0% |
| BBY | Buy | BEST BUY INC | $219,217 | -14.8% | 3,156 | +0.5% | 0.00% | -20.0% |
| BAX | Buy | BAXTER INTL INC | $218,645 | +1.5% | 5,794 | +22.6% | 0.00% | 0.0% |
| NUSI | Sell | ETF SER SOLUTIONSnationwide nasdq | $205,553 | -11.3% | 10,201 | -5.1% | 0.00% | -20.0% |
| CLOU | New | GLOBAL X FDS | $207,889 | – | 11,040 | +100.0% | 0.00% | – |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $218,161 | -15.5% | 1,265 | -10.8% | 0.00% | -20.0% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $184,360 | -7.6% | 12,332 | -15.9% | 0.00% | 0.0% |
| APA | New | APA CORPORATION | $202,713 | – | 4,932 | +100.0% | 0.00% | – |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $201,918 | -9.5% | 7,044 | -5.7% | 0.00% | 0.0% |
| AME | Buy | AMETEK INC | $212,114 | -3.1% | 1,436 | +6.1% | 0.00% | 0.0% |
| OCUL | OCULAR THERAPEUTIX INC | $179,690 | -39.1% | 57,226 | 0.0% | 0.00% | -33.3% | |
| IYT | Sell | ISHARES TRus trsprtion | $222,983 | -40.3% | 954 | -36.2% | 0.00% | -42.9% |
| HWM | Buy | HOWMET AEROSPACE INC | $212,032 | -6.3% | 4,584 | +0.4% | 0.00% | 0.0% |
| HUBB | Buy | HUBBELL INC | $206,042 | -5.3% | 657 | +0.2% | 0.00% | 0.0% |
| TIPZ | Buy | PIMCO ETF TRbroad us tips | $221,581 | -2.9% | 4,280 | +1.5% | 0.00% | -20.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $195,988 | -14.7% | 18,845 | -11.6% | 0.00% | -20.0% |
| ENLC | ENLINK MIDSTREAM LLC | $217,703 | +15.3% | 17,815 | 0.0% | 0.00% | 0.0% | |
| KLDW | INVESTMENT MANAGERS SER TRknwldl ld etf | $201,907 | -5.6% | 5,245 | 0.0% | 0.00% | 0.0% | |
| IJAN | INNOVATOR ETFS TRintrnl dev jan | $204,362 | -4.4% | 7,336 | 0.0% | 0.00% | 0.0% | |
| ES | Sell | EVERSOURCE ENERGY | $210,362 | -22.2% | 3,617 | -5.1% | 0.00% | -20.0% |
| ZUO | ZUORA INC | $181,865 | -24.9% | 22,071 | 0.0% | 0.00% | -20.0% | |
| PTC | New | PTC INC | $206,711 | – | 1,459 | +100.0% | 0.00% | – |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $204,393 | -4.5% | 8,082 | +0.3% | 0.00% | 0.0% |
| MSTR | New | MICROSTRATEGY INCcl a new | $200,579 | – | 611 | +100.0% | 0.00% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $179,011 | -5.4% | 16,348 | -1.7% | 0.00% | 0.0% |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $206,842 | -2.6% | 12,096 | +2.9% | 0.00% | 0.0% |
| PTY | Sell | PIMCO CORPORATE & INCOME OPP | $195,984 | -19.1% | 14,995 | -13.3% | 0.00% | -20.0% |
| JMSB | JOHN MARSHALL BANCORP INC | $206,792 | -11.2% | 11,585 | 0.0% | 0.00% | -20.0% | |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $206,290 | – | 4,089 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $222,484 | – | 2,349 | +100.0% | 0.00% | – |
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $219,863 | -18.7% | 4,349 | -16.5% | 0.00% | -20.0% |
| SASR | Buy | SANDY SPRING BANCORP INC | $210,595 | +4.4% | 9,827 | +10.5% | 0.00% | 0.0% |
| ESS | Buy | ESSEX PPTY TR INC | $211,424 | -3.5% | 997 | +6.6% | 0.00% | 0.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $207,824 | -8.0% | 6,702 | -3.5% | 0.00% | 0.0% |
| DXCM | Sell | DEXCOM INC | $215,057 | -28.1% | 2,305 | -0.9% | 0.00% | -33.3% |
| DECK | New | DECKERS OUTDOOR CORP | $203,065 | – | 395 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $210,279 | – | 3,683 | +100.0% | 0.00% | – |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $212,626 | -15.4% | 1,062 | -2.1% | 0.00% | -20.0% |
| EAGG | Sell | ISHARES TResg awr us agrgt | $204,251 | -4.0% | 4,509 | -0.0% | 0.00% | 0.0% |
| Sell | QUIDELORTHO CORP | $222,772 | -17.1% | 3,050 | -5.9% | 0.00% | -20.0% | |
| COO | Buy | COOPER COS INC | $214,414 | -15.7% | 674 | +1.7% | 0.00% | -20.0% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $191,173 | -4.9% | 11,971 | -4.9% | 0.00% | 0.0% |
| SLQT | SELECTQUOTE INC | $178,725 | -40.0% | 152,756 | 0.0% | 0.00% | -33.3% | |
| CAG | New | CONAGRA BRANDS INC | $200,893 | – | 7,327 | +100.0% | 0.00% | – |
| LEN | Buy | LENNAR CORPcl a | $211,065 | +4.3% | 1,881 | +16.5% | 0.00% | 0.0% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $167,902 | +13.7% | 16,558 | +26.4% | 0.00% | 0.0% |
| CUBA | Buy | HERZFELD CARIBBEAN BASIN FD | $147,343 | -2.6% | 44,115 | +15.2% | 0.00% | 0.0% |
| PACW | Buy | PACWEST BANCORP DEL | $141,792 | -2.9% | 17,926 | +0.0% | 0.00% | 0.0% |
| HTBK | Buy | HERITAGE COMM CORP | $133,579 | +3.8% | 15,771 | +1.5% | 0.00% | 0.0% |
| Sell | HALEON PLCspon ads | $149,599 | -8.3% | 17,959 | -7.7% | 0.00% | 0.0% | |
| CAF | MORGAN STANLEY CHINA A SH FD | $138,225 | -2.0% | 11,093 | 0.0% | 0.00% | 0.0% | |
| AMCR | Buy | AMCOR PLCord | $133,812 | +2.5% | 14,608 | +11.7% | 0.00% | 0.0% |
| NRZ | Buy | RITHM CAPITAL CORP | $130,384 | +10.1% | 14,035 | +10.8% | 0.00% | +50.0% |
| KEY | New | KEYCORP | $132,332 | – | 12,299 | +100.0% | 0.00% | – |
| BE | Buy | BLOOM ENERGY CORP | $140,556 | -14.4% | 10,600 | +5.5% | 0.00% | 0.0% |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $134,476 | -10.4% | 10,088 | 0.0% | 0.00% | 0.0% | |
| PHT | Buy | PIONEER HIGH INCOME FUND INC | $76,696 | +0.6% | 11,430 | +0.8% | 0.00% | 0.0% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $122,768 | -41.5% | 24,702 | +3.4% | 0.00% | -50.0% |
| DAPP | Buy | VANECK ETF TRUSTdigi transfrm | $87,680 | +3.0% | 16,000 | +28.0% | 0.00% | 0.0% |
| SAN | Sell | BANCO SANTANDER S.A.adr | $93,011 | -3.1% | 24,737 | -4.3% | 0.00% | 0.0% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $77,160 | +20.2% | 21,140 | -1.5% | 0.00% | +100.0% |
| AGEN | AGENUS INC | $90,965 | -29.4% | 80,500 | 0.0% | 0.00% | -33.3% | |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $100,138 | +40.1% | 47,013 | +44.7% | 0.00% | +100.0% |
| PMX | Buy | PIMCO MUN INCOME FD III | $109,732 | -17.6% | 16,960 | +2.5% | 0.00% | -33.3% |
| OIA | Sell | INVESCO MUNI INCOME OPP TRST | $105,510 | -13.0% | 18,160 | -6.6% | 0.00% | 0.0% |
| PML | Buy | PIMCO MUN INCOME FD II | $101,180 | -13.8% | 13,157 | +1.3% | 0.00% | 0.0% |
| VVR | Buy | INVESCO SR INCOME TR | $82,972 | +2.9% | 21,166 | +1.1% | 0.00% | 0.0% |
| VTNR | VERTEX ENERGY INC | $63,591 | -28.8% | 14,290 | 0.0% | 0.00% | -50.0% | |
| CVM | Buy | CEL-SCI CORP | $69,431 | +23.5% | 55,545 | +138.2% | 0.00% | 0.0% |
| RCS | Buy | PIMCO STRATEGIC INCOME FD | $65,360 | +5.2% | 12,309 | +3.0% | 0.00% | 0.0% |
| OTLK | OUTLOOK THERAPEUTICS INC | $70,786 | -87.3% | 320,300 | 0.0% | 0.00% | -90.9% | |
| FAX | Sell | ABRDN ASIA PACIFIC INCOME FU | $40,415 | -10.3% | 16,496 | -1.1% | 0.00% | 0.0% |
| VAXXINITY INC | $56,266 | -45.6% | 41,070 | 0.0% | 0.00% | -50.0% | ||
| YOLO | Sell | ADVISORSHARES TRpure cannabis | $58,701 | +16.3% | 17,164 | -12.6% | 0.00% | 0.0% |
| OCUP | OCUPHIRE PHARMA INC | $39,195 | -22.8% | 11,700 | 0.0% | 0.00% | 0.0% | |
| SCIENCE 37 HOLDINGS INC | $55,200 | +88.2% | 138,000 | 0.0% | 0.00% | 0.0% | ||
| NOK | Sell | NOKIA CORPsponsored adr | $41,597 | -10.7% | 11,122 | -0.7% | 0.00% | 0.0% |
| OPEN | OPENDOOR TECHNOLOGIES INC | $54,854 | -34.3% | 20,778 | 0.0% | 0.00% | -50.0% | |
| Sell | GINKGO BIOWORKS HOLDINGS INC | $19,729 | -17.8% | 10,900 | -15.5% | 0.00% | – | |
| AAU | ALMADEN MINERALS LTD | $1,553 | +13.7% | 10,600 | 0.0% | 0.00% | – | |
| APPH | Exit | APPHARVEST INC | $0 | – | -22,988 | -100.0% | 0.00% | – |
| SENS | SENSEONICS HLDGS INC | $10,296 | -20.9% | 17,050 | 0.0% | 0.00% | – | |
| Exit | SONDER HOLDINGS INC | $0 | – | -29,125 | -100.0% | 0.00% | – | |
| QUBT | QUANTUM COMPUTING INC | $11,880 | -8.5% | 11,000 | 0.0% | 0.00% | – | |
| VVOS | VIVOS THERAPEUTICS INC | $2,846 | -62.3% | 14,817 | 0.0% | 0.00% | – | |
| NYMX | Exit | NYMOX PHARMACEUTICAL CORP | $0 | – | -11,215 | -100.0% | 0.00% | – |
| TERRAN ORBITAL CORPORATION | $8,324 | -44.5% | 10,000 | 0.0% | 0.00% | – | ||
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $21,557 | -45.1% | 15,181 | -12.6% | 0.00% | -100.0% |
| EVV | Exit | EATON VANCE LTD DURATION INC | $0 | – | -10,759 | -100.0% | -0.00% | – |
| ESRT | Exit | EMPIRE ST RLTY TR INCcl a | $0 | – | -10,692 | -100.0% | -0.00% | – |
| ZIM | Exit | ZIM INTEGRATED SHIPPING SERV | $0 | – | -11,932 | -100.0% | -0.00% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -936 | -100.0% | -0.00% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -1,558 | -100.0% | -0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -1,227 | -100.0% | -0.00% | – |
| HRI | Exit | HERC HLDGS INC | $0 | – | -1,521 | -100.0% | -0.00% | – |
| CNMD | Exit | CONMED CORP | $0 | – | -1,490 | -100.0% | -0.00% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -6,905 | -100.0% | -0.00% | – |
| AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -1,085 | -100.0% | -0.00% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -3,197 | -100.0% | -0.00% | – |
| WAT | Exit | WATERS CORP | $0 | – | -799 | -100.0% | -0.00% | – |
| PODD | Exit | INSULET CORP | $0 | – | -761 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -3,838 | -100.0% | -0.00% | – |
| SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -3,071 | -100.0% | -0.00% | – |
| LTHM | Exit | LIVENT CORP | $0 | – | -7,294 | -100.0% | -0.00% | – |
| OPCH | Exit | OPTION CARE HEALTH INC | $0 | – | -6,226 | -100.0% | -0.00% | – |
| SCJ | Exit | ISHARES INCmsci japn smcetf | $0 | – | -3,058 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -449 | -100.0% | -0.00% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -2,572 | -100.0% | -0.00% | – |
| NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -5,533 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -3,693 | -100.0% | -0.00% | – |
| GTLS | Exit | CHART INDS INC | $0 | – | -1,452 | -100.0% | -0.01% | – |
| CUZ | Exit | COUSINS PPTYS INC | $0 | – | -11,755 | -100.0% | -0.01% | – |
| UAUG | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -9,640 | -100.0% | -0.01% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -957 | -100.0% | -0.01% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -9,572 | -100.0% | -0.01% | – | |
| FNV | Exit | FRANCO NEV CORP | $0 | – | -1,672 | -100.0% | -0.01% | – |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -1,818 | -100.0% | -0.01% | – |
| ARCB | Exit | ARCBEST CORP | $0 | – | -2,313 | -100.0% | -0.01% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -11,829 | -100.0% | -0.01% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,947 | -100.0% | -0.01% | – |
| CNXT | Exit | VANECK ETF TRUSTchinext etf | $0 | – | -8,600 | -100.0% | -0.01% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -2,724 | -100.0% | -0.01% | – |
| SGDJ | Exit | SPROTT ETF TRUSTjr gold miners e | $0 | – | -11,000 | -100.0% | -0.01% | – |
| IGLD | Exit | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $0 | – | -15,356 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -3,985 | -100.0% | -0.01% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -5,969 | -100.0% | -0.01% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -486 | -100.0% | -0.01% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -20,772 | -100.0% | -0.01% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -2,593 | -100.0% | -0.01% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -9,665 | -100.0% | -0.01% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -17,729 | -100.0% | -0.02% | – |
| Exit | ENOVIX CORPORATION | $0 | – | -54,150 | -100.0% | -0.02% | – | |
| AGI | Exit | ALAMOS GOLD INC NEW | $0 | – | -80,417 | -100.0% | -0.02% | – |
| LAND | Exit | GLADSTONE LD CORP | $0 | – | -72,994 | -100.0% | -0.02% | – |
| ISEE | Exit | IVERIC BIO INC | $0 | – | -46,854 | -100.0% | -0.04% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -40,856 | -100.0% | -0.05% | – |
| GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -66,980 | -100.0% | -0.05% | – |
| MEDP | Exit | MEDPACE HLDGS INC | $0 | – | -10,255 | -100.0% | -0.05% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -14,686 | -100.0% | -0.06% | – |
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 2023-11-06
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 40 | Q3 2023 | 25.6% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 13.2% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 7.0% |
| VANGUARD WORLD FD | 40 | Q3 2023 | 5.3% |
| VANGUARD WORLD FD | 40 | Q3 2023 | 4.8% |
| VANGUARD SCOTTSDALE FDS | 40 | Q3 2023 | 4.9% |
| VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 4.3% |
| ISHARES INC | 40 | Q3 2023 | 5.3% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 3.6% |
| VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 2.5% |
View LINCOLN NATIONAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TEXOIL INC /NV/ | January 30, 2001 | ? | ? |
| TEXOIL INC /NV/ | February 09, 2000 | ? | ? |
View LINCOLN NATIONAL CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| ARS | 2024-04-11 |
| DEF 14A | 2024-04-11 |
| DEFA14A | 2024-04-11 |
| FWP | 2024-04-09 |
| 4 | 2024-04-02 |
| 4 | 2024-04-02 |
| 4 | 2024-04-02 |
| 4 | 2024-04-02 |
| 4 | 2024-04-02 |
| 4 | 2024-04-02 |
View LINCOLN NATIONAL 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.