$489 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 558 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $92,768,542 | -5.3% | 1,833,370 | -2.0% | 18.96% | +0.6% |
| VOO | Sell | VANGUARD INDEX FDS | $57,676,528 | -5.7% | 146,363 | -2.2% | 11.79% | +0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $36,010,145 | -3.2% | 143,863 | +1.1% | 7.36% | +2.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,346,748 | -5.3% | 61,415 | -1.8% | 5.38% | +0.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $26,091,409 | -42.6% | 519,956 | -42.7% | 5.33% | -39.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,031,123 | -2.1% | 44,141 | +1.2% | 3.89% | +3.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $15,840,288 | +32859.4% | 330,764 | +32976.4% | 3.24% | +35866.7% |
| AAPL | Sell | APPLE INC | $11,623,176 | -15.7% | 67,888 | -4.5% | 2.38% | -10.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $10,952,502 | -6.2% | 115,613 | -1.4% | 2.24% | -0.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,669,142 | -10.8% | 50,229 | -7.5% | 2.18% | -5.3% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $6,995,254 | +2.6% | 262,289 | +7.6% | 1.43% | +8.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $6,966,045 | -4.9% | 33,452 | +0.6% | 1.42% | +1.0% |
| AMZN | Sell | AMAZON COM INC | $6,517,951 | -2.8% | 51,274 | -0.3% | 1.33% | +3.2% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,007,707 | -1.3% | 112,168 | +2.0% | 1.23% | +4.9% |
| JMSB | Buy | JOHN MARSHALL BANCORP INC | $5,961,543 | -11.5% | 333,980 | +0.6% | 1.22% | -6.1% |
| MSFT | Buy | MICROSOFT CORP | $5,919,997 | +0.8% | 18,749 | +8.7% | 1.21% | +7.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,327,311 | +13.2% | 40,710 | +3.5% | 1.09% | +20.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,279,159 | +1.9% | 9,361 | -0.8% | 0.67% | +8.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,216,644 | -1.1% | 22,181 | -0.8% | 0.66% | +5.0% |
| DHR | Sell | DANAHER CORPORATION | $3,002,507 | +1.7% | 12,102 | -1.5% | 0.61% | +8.1% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $2,996,927 | -49.2% | 125,710 | -49.3% | 0.61% | -46.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $2,658,240 | +15.6% | 72,039 | +21.7% | 0.54% | +22.6% |
| V | Sell | VISA INC | $2,535,631 | -4.6% | 11,024 | -1.5% | 0.52% | +1.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,515,783 | -4.9% | 16,482 | -1.7% | 0.51% | +1.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,406,934 | -5.6% | 13,555 | -0.5% | 0.49% | +0.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,284,155 | -4.3% | 12,081 | +0.7% | 0.47% | +1.7% |
| HD | Sell | HOME DEPOT INC | $2,241,807 | -5.0% | 7,419 | -2.4% | 0.46% | +0.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,216,332 | -3.8% | 8,139 | -0.0% | 0.45% | +2.3% |
| PEP | Buy | PEPSICO INC | $2,204,076 | -7.7% | 13,008 | +0.9% | 0.45% | -2.2% |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $2,177,133 | – | 70,117 | +100.0% | 0.44% | – |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,164,876 | -16.8% | 49,517 | -12.2% | 0.44% | -11.8% |
| LLY | Buy | ELI LILLY & CO | $1,948,171 | +16.9% | 3,627 | +2.1% | 0.40% | +24.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,832,754 | -4.6% | 46,742 | -1.0% | 0.38% | +1.4% |
| MCD | Sell | MCDONALDS CORP | $1,776,889 | -14.3% | 6,745 | -2.9% | 0.36% | -9.0% |
| MRK | Sell | MERCK & CO INC | $1,741,655 | -12.3% | 16,817 | -1.8% | 0.36% | -6.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,694,820 | +7.8% | 3,361 | +2.8% | 0.35% | +14.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,694,333 | -3.1% | 12,284 | -0.1% | 0.35% | +3.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,538,178 | +4.0% | 2,723 | -0.9% | 0.31% | +10.2% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $1,474,011 | – | 14,642 | +100.0% | 0.30% | – |
| NEE | Sell | NEXTERA ENERGY INC | $1,352,446 | -23.8% | 23,607 | -1.3% | 0.28% | -19.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,317,490 | -7.7% | 8,459 | -1.9% | 0.27% | -2.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,254,150 | -17.7% | 6,238 | -1.2% | 0.26% | -12.6% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,226,364 | -4.8% | 36,112 | -0.1% | 0.25% | +1.2% |
| YUM | YUM BRANDS INC | $1,223,413 | -9.8% | 9,792 | 0.0% | 0.25% | -4.2% | |
| MLM | MARTIN MARIETTA MATLS INC | $1,204,759 | -11.1% | 2,935 | 0.0% | 0.25% | -5.7% | |
| XOM | Buy | EXXON MOBIL CORP | $1,202,491 | +10.6% | 10,227 | +0.8% | 0.25% | +17.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,199,640 | +3.9% | 3,996 | -0.6% | 0.24% | +10.4% |
| BRO | BROWN & BROWN INC | $1,185,884 | +1.5% | 16,980 | 0.0% | 0.24% | +7.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,166,092 | -6.0% | 13,212 | -4.5% | 0.24% | -0.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,139,488 | -1.2% | 4,276 | +2.0% | 0.23% | +5.0% |
| ABBV | Buy | ABBVIE INC | $1,130,919 | +11.5% | 7,587 | +0.8% | 0.23% | +18.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,122,411 | -1.6% | 23,585 | +1.9% | 0.23% | +4.1% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,093,775 | +36.6% | 41,891 | +43.0% | 0.22% | +44.8% |
| CSCO | Sell | CISCO SYS INC | $1,043,633 | +2.7% | 19,413 | -1.2% | 0.21% | +8.7% |
| ETN | EATON CORP PLC | $983,861 | +6.1% | 4,613 | 0.0% | 0.20% | +12.3% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $960,277 | -5.0% | 19,263 | -1.5% | 0.20% | +0.5% |
| IUSV | ISHARES TRcore s&p us vlu | $944,130 | -4.2% | 12,599 | 0.0% | 0.19% | +1.6% | |
| PG | Buy | PROCTER AND GAMBLE CO | $932,483 | -2.9% | 6,393 | +1.1% | 0.19% | +3.2% |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $931,436 | – | 28,748 | +100.0% | 0.19% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $905,878 | -14.9% | 4,600 | -2.0% | 0.18% | -9.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $904,537 | -3.2% | 3,180 | +2.3% | 0.18% | +2.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $899,685 | +13.3% | 3,728 | +3.6% | 0.18% | +20.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $901,061 | -3.8% | 2,934 | -3.3% | 0.18% | +2.2% |
| AVGO | Sell | BROADCOM INC | $887,891 | -21.4% | 1,069 | -17.9% | 0.18% | -16.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $874,166 | +5.8% | 6,630 | -2.9% | 0.18% | +12.6% |
| MCO | MOODYS CORP | $866,939 | -9.1% | 2,742 | 0.0% | 0.18% | -3.8% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $863,176 | -6.3% | 6,092 | -1.1% | 0.18% | -0.6% |
| ACGL | ARCH CAP GROUP LTDord | $850,187 | +6.5% | 10,666 | 0.0% | 0.17% | +13.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $770,249 | -12.0% | 13,271 | -3.1% | 0.16% | -7.1% |
| TSLA | TESLA INC | $754,664 | -4.4% | 3,016 | 0.0% | 0.15% | +1.3% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $722,798 | +0.4% | 1,660 | +2.5% | 0.15% | +6.5% |
| KNSL | KINSALE CAP GROUP INC | $725,142 | +10.7% | 1,751 | 0.0% | 0.15% | +17.5% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $715,309 | -5.6% | 1,625 | -2.3% | 0.15% | 0.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $701,157 | +0.8% | 1,771 | +0.2% | 0.14% | +6.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $684,114 | -12.9% | 4,389 | +0.1% | 0.14% | -7.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $685,231 | -11.1% | 2,397 | +2.4% | 0.14% | -5.4% |
| CVX | Buy | CHEVRON CORP NEW | $678,255 | +19.7% | 4,022 | +11.7% | 0.14% | +27.5% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $653,678 | -10.5% | 3,052 | -4.0% | 0.13% | -5.0% |
| AMGN | Buy | AMGEN INC | $649,593 | +27.7% | 2,417 | +5.5% | 0.13% | +35.7% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $652,187 | +8.0% | 3,318 | +0.9% | 0.13% | +14.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $628,875 | +4.5% | 14,183 | -2.1% | 0.13% | +11.2% |
| SYK | Buy | STRYKER CORPORATION | $620,997 | -9.1% | 2,267 | +1.4% | 0.13% | -3.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $618,691 | -13.3% | 4,147 | +1.2% | 0.13% | -8.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $600,703 | -0.7% | 5,814 | +1.9% | 0.12% | +6.0% |
| PFE | PFIZER INC | $604,093 | -9.6% | 18,212 | 0.0% | 0.12% | -4.7% | |
| AMAT | Buy | APPLIED MATLS INC | $593,951 | -4.1% | 4,290 | +0.2% | 0.12% | +1.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $581,080 | -1.5% | 35,047 | +2.3% | 0.12% | +4.4% |
| DHI | D R HORTON INC | $566,152 | -11.7% | 5,268 | 0.0% | 0.12% | -5.7% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $563,934 | -5.8% | 13,615 | -0.4% | 0.12% | 0.0% |
| RTX | Sell | RTX CORPORATION | $561,291 | -31.0% | 7,799 | -6.1% | 0.12% | -26.8% |
| HON | Sell | HONEYWELL INTL INC | $557,731 | -11.2% | 3,019 | -0.3% | 0.11% | -5.8% |
| DVY | Sell | ISHARES TRselect divid etf | $555,376 | -7.4% | 5,105 | -3.6% | 0.11% | -1.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $547,237 | -0.5% | 1,130 | -1.2% | 0.11% | +5.7% |
| NVDA | Sell | NVIDIA CORPORATION | $546,075 | +0.0% | 1,255 | -2.7% | 0.11% | +6.7% |
| ADBE | ADOBE INC | $549,673 | +4.3% | 1,078 | 0.0% | 0.11% | +10.9% | |
| TJX | Sell | TJX COS INC NEW | $528,570 | -5.8% | 5,947 | -10.2% | 0.11% | 0.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $524,724 | -10.9% | 7,753 | -6.4% | 0.11% | -5.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $520,735 | -4.2% | 3,265 | -0.6% | 0.11% | +1.0% |
| URI | Sell | UNITED RENTALS INC | $517,035 | -4.5% | 1,163 | -4.3% | 0.11% | +1.9% |
| KO | Sell | COCA COLA CO | $482,594 | -7.3% | 8,557 | -0.3% | 0.10% | -1.0% |
| BNL | Sell | BROADSTONE NET LEASE INC | $485,087 | -36.9% | 33,614 | -32.1% | 0.10% | -33.1% |
| YUMC | YUM CHINA HLDGS INC | $485,043 | -1.4% | 8,705 | 0.0% | 0.10% | +4.2% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $478,428 | +3.9% | 17,480 | 0.0% | 0.10% | +10.1% | |
| CAT | Sell | CATERPILLAR INC | $470,489 | +4.3% | 1,723 | -6.0% | 0.10% | +10.3% |
| SNPS | SYNOPSYS INC | $458,053 | +5.4% | 998 | 0.0% | 0.09% | +11.9% | |
| TREX | TREX CO INC | $460,808 | -6.0% | 7,477 | 0.0% | 0.09% | 0.0% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $447,232 | -0.9% | 4,065 | +1.9% | 0.09% | +4.6% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $437,810 | -3.7% | 3,045 | 0.0% | 0.09% | +1.1% | |
| ORCL | Sell | ORACLE CORP | $433,849 | -13.3% | 4,096 | -2.6% | 0.09% | -7.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $415,397 | -9.6% | 3,047 | -6.6% | 0.08% | -3.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $415,826 | -12.8% | 227 | +1.8% | 0.08% | -7.6% |
| USMV | ISHARES TRmsci usa min vol | $396,317 | -2.3% | 5,459 | 0.0% | 0.08% | +3.8% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $397,526 | -0.8% | 785 | +2.2% | 0.08% | +5.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $394,248 | -2.0% | 5,652 | +2.9% | 0.08% | +5.2% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $386,033 | -4.2% | 16,125 | -1.4% | 0.08% | +1.3% |
| UNP | Buy | UNION PAC CORP | $369,182 | +5.0% | 1,813 | +5.5% | 0.08% | +10.3% |
| VMC | VULCAN MATLS CO | $362,828 | -10.4% | 1,796 | 0.0% | 0.07% | -5.1% | |
| WFC | WELLS FARGO CO NEW | $355,523 | -4.3% | 8,701 | 0.0% | 0.07% | +2.8% | |
| INTC | Sell | INTEL CORP | $348,533 | +5.3% | 9,804 | -0.9% | 0.07% | +10.9% |
| CB | Buy | CHUBB LIMITED | $348,817 | +16.6% | 1,672 | +7.9% | 0.07% | +22.4% |
| PMAY | INNOVATOR ETFS TRus eqty pwr buf | $349,015 | -1.1% | 11,823 | 0.0% | 0.07% | +4.4% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $338,894 | -17.4% | 4,342 | -5.2% | 0.07% | -12.7% |
| WMT | Buy | WALMART INC | $330,576 | +1.9% | 2,067 | +0.1% | 0.07% | +9.7% |
| ABT | Buy | ABBOTT LABS | $330,162 | -10.5% | 3,409 | +0.8% | 0.07% | -5.6% |
| EMR | EMERSON ELEC CO | $314,046 | +6.8% | 3,252 | 0.0% | 0.06% | +12.3% | |
| DIS | Buy | DISNEY WALT CO | $297,940 | +12.5% | 3,676 | +23.9% | 0.06% | +19.6% |
| SHM | SPDR SER TRnuveen blmbrg sh | $299,663 | -1.7% | 6,482 | 0.0% | 0.06% | +3.4% | |
| APH | Buy | AMPHENOL CORP NEWcl a | $296,812 | +10.3% | 3,528 | +11.6% | 0.06% | +17.3% |
| TRV | Sell | TRAVELERS COMPANIES INC | $289,059 | -8.8% | 1,770 | -3.0% | 0.06% | -3.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $288,946 | -2.6% | 861 | 0.0% | 0.06% | +3.5% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $285,645 | -5.6% | 5,203 | -2.5% | 0.06% | 0.0% |
| BX | Buy | BLACKSTONE INC | $282,314 | +17.5% | 2,635 | +1.9% | 0.06% | +26.1% |
| LEU | CENTRUS ENERGY CORPcl a | $283,800 | +74.3% | 5,000 | 0.0% | 0.06% | +87.1% | |
| CSX | Sell | CSX CORP | $281,517 | -11.3% | 9,155 | -1.7% | 0.06% | -4.9% |
| GD | GENERAL DYNAMICS CORP | $280,411 | +2.7% | 1,269 | 0.0% | 0.06% | +7.5% | |
| CRM | Sell | SALESFORCE INC | $274,767 | -5.7% | 1,355 | -1.7% | 0.06% | 0.0% |
| BLK | Sell | BLACKROCK INC | $272,173 | -22.3% | 421 | -17.0% | 0.06% | -16.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $273,704 | -4.6% | 3,849 | +3.4% | 0.06% | +1.8% |
| FAST | Buy | FASTENAL CO | $270,960 | -4.4% | 4,959 | +3.2% | 0.06% | 0.0% |
| EGP | Sell | EASTGROUP PPTYS INC | $269,613 | -86.5% | 1,619 | -85.9% | 0.06% | -85.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $269,944 | -0.0% | 5,419 | +3.4% | 0.06% | +5.8% |
| LOW | Sell | LOWES COS INC | $269,985 | -23.4% | 1,299 | -16.8% | 0.06% | -19.1% |
| BAC | Sell | BANK AMERICA CORP | $267,311 | -6.2% | 9,763 | -1.7% | 0.06% | 0.0% |
| IWR | ISHARES TRrus mid cap etf | $263,274 | -4.7% | 3,784 | 0.0% | 0.05% | +1.9% | |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $265,691 | +32.7% | 7,884 | +34.8% | 0.05% | +38.5% |
| FTV | FORTIVE CORP | $266,606 | -0.8% | 3,595 | 0.0% | 0.05% | +3.8% | |
| XLE | SELECT SECTOR SPDR TRenergy | $263,939 | +11.4% | 2,920 | 0.0% | 0.05% | +17.4% | |
| VRSK | VERISK ANALYTICS INC | $253,958 | +4.5% | 1,075 | 0.0% | 0.05% | +10.6% | |
| MDT | Sell | MEDTRONIC PLC | $244,900 | -12.4% | 3,101 | -1.6% | 0.05% | -7.4% |
| TGT | Sell | TARGET CORP | $246,019 | -17.7% | 2,225 | -1.8% | 0.05% | -13.8% |
| LHX | L3HARRIS TECHNOLOGIES INC | $239,067 | -11.1% | 1,373 | 0.0% | 0.05% | -5.8% | |
| SMB | VANECK ETF TRUSTvaneck shrt muni | $239,051 | -0.9% | 14,323 | 0.0% | 0.05% | +6.5% | |
| NKE | NIKE INCcl b | $233,061 | -13.3% | 2,429 | 0.0% | 0.05% | -7.7% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $234,063 | -5.2% | 1,350 | 0.0% | 0.05% | +2.1% | |
| MELI | MERCADOLIBRE INC | $233,290 | +7.0% | 184 | 0.0% | 0.05% | +14.3% | |
| FVCB | FVCBANKCORP INC | $228,659 | +18.9% | 17,850 | 0.0% | 0.05% | +27.0% | |
| CVS | CVS HEALTH CORP | $230,057 | +1.0% | 3,295 | 0.0% | 0.05% | +6.8% | |
| PM | PHILIP MORRIS INTL INC | $227,054 | -5.1% | 2,423 | 0.0% | 0.05% | 0.0% | |
| TFC | Buy | TRUIST FINL CORP | $222,472 | +0.2% | 7,776 | +6.3% | 0.04% | +4.7% |
| PH | Buy | PARKER-HANNIFIN CORP | $220,469 | +8.3% | 566 | +8.4% | 0.04% | +15.4% |
| Sell | JACOBS SOLUTIONS INC | $214,305 | +11.3% | 1,570 | -3.1% | 0.04% | +18.9% | |
| DGX | Buy | QUEST DIAGNOSTICS INC | $214,306 | -13.2% | 1,759 | +0.1% | 0.04% | -8.3% |
| CSM | Sell | PROSHARES TRlarge cap cre | $213,886 | -6.5% | 4,382 | -2.2% | 0.04% | 0.0% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $213,070 | -3.0% | 2,930 | 0.0% | 0.04% | +4.8% | |
| ECL | Buy | ECOLAB INC | $215,944 | -6.3% | 1,271 | +3.2% | 0.04% | 0.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $212,251 | +3.8% | 519 | +16.9% | 0.04% | +10.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $208,877 | +6.0% | 904 | +15.2% | 0.04% | +13.2% |
| IVE | ISHARES TRs&p 500 val etf | $211,966 | -4.2% | 1,372 | 0.0% | 0.04% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $201,909 | -15.5% | 3,700 | 0.0% | 0.04% | -10.9% | |
| MSI | MOTOROLA SOLUTIONS INC | $189,229 | -7.2% | 693 | 0.0% | 0.04% | 0.0% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $189,776 | -35.4% | 1,154 | -23.3% | 0.04% | -31.6% |
| DLTR | Buy | DOLLAR TREE INC | $191,610 | -23.3% | 1,800 | +3.4% | 0.04% | -18.8% |
| CMI | CUMMINS INC | $185,510 | -6.8% | 812 | 0.0% | 0.04% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $182,011 | -6.2% | 2,515 | 0.0% | 0.04% | 0.0% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $181,657 | -0.5% | 2,415 | +3.6% | 0.04% | +5.7% |
| IWO | ISHARES TRrus 2000 grw etf | $180,556 | -7.5% | 804 | 0.0% | 0.04% | -2.6% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $178,568 | -22.9% | 1,588 | 0.0% | 0.04% | -20.0% | |
| PNC | PNC FINL SVCS GROUP INC | $171,633 | -2.5% | 1,398 | 0.0% | 0.04% | +2.9% | |
| GIS | GENERAL MLS INC | $171,144 | -16.6% | 2,675 | 0.0% | 0.04% | -10.3% | |
| GENERAL ELECTRIC CO | $169,230 | +0.7% | 1,530 | 0.0% | 0.04% | +9.4% | ||
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $170,502 | -0.9% | 4,900 | 0.0% | 0.04% | +6.1% | |
| TXN | Sell | TEXAS INSTRS INC | $164,099 | -13.9% | 1,032 | -2.5% | 0.03% | -8.1% |
| UBSI | UNITED BANKSHARES INC WEST V | $166,230 | -7.0% | 5,971 | 0.0% | 0.03% | 0.0% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $166,009 | +563.7% | 3,303 | +588.1% | 0.03% | +580.0% |
| RENEW ENERGY GLOBAL PLC | $162,900 | -0.9% | 30,000 | 0.0% | 0.03% | +3.1% | ||
| QUAL | ISHARES TRmsci usa qlt fct | $161,804 | -1.9% | 1,223 | 0.0% | 0.03% | +3.1% | |
| BA | BOEING CO | $156,603 | -9.2% | 817 | 0.0% | 0.03% | -3.0% | |
| MMM | 3M CO | $152,788 | -6.5% | 1,632 | 0.0% | 0.03% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $152,865 | -4.9% | 2,218 | 0.0% | 0.03% | 0.0% | |
| GNRC | GENERAC HLDGS INC | $150,474 | -26.9% | 1,381 | 0.0% | 0.03% | -22.5% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $154,051 | -3.3% | 604 | +0.7% | 0.03% | 0.0% |
| FULT | FULTON FINL CORP PA | $146,983 | +1.6% | 11,979 | 0.0% | 0.03% | +7.1% | |
| LRCX | Buy | LAM RESEARCH CORP | $146,895 | +5.6% | 234 | +8.3% | 0.03% | +11.1% |
| ANET | ARISTA NETWORKS INC | $147,144 | +13.5% | 800 | 0.0% | 0.03% | +20.0% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $148,030 | +5.4% | 48 | -7.7% | 0.03% | +11.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $145,123 | +38.3% | 405 | +42.6% | 0.03% | +50.0% |
| CBRE | CBRE GROUP INCcl a | $148,976 | -8.5% | 2,017 | 0.0% | 0.03% | -3.2% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $142,228 | +50.2% | 2,010 | +54.1% | 0.03% | +61.1% |
| CARR | CARRIER GLOBAL CORPORATION | $140,484 | +10.8% | 2,545 | 0.0% | 0.03% | +20.8% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $136,090 | -13.3% | 1,099 | 0.0% | 0.03% | -6.7% | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $139,080 | -1.3% | 6,000 | 0.0% | 0.03% | +3.7% | |
| LDOS | Sell | LEIDOS HOLDINGS INC | $137,872 | -24.4% | 1,496 | -27.4% | 0.03% | -20.0% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $131,166 | -4.5% | 3,179 | 0.0% | 0.03% | +3.8% | |
| PSA | Buy | PUBLIC STORAGE | $133,342 | -6.4% | 506 | +3.7% | 0.03% | 0.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $129,728 | -22.1% | 4,003 | -10.6% | 0.03% | -15.6% |
| QDF | FLEXSHARES TRqualt divd idx | $131,083 | -3.5% | 2,350 | 0.0% | 0.03% | +3.8% | |
| TMUS | Buy | T-MOBILE US INC | $131,647 | +8.7% | 940 | +7.8% | 0.03% | +17.4% |
| MCK | MCKESSON CORP | $128,029 | +1.8% | 294 | 0.0% | 0.03% | +8.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $125,578 | -4.7% | 2,421 | 0.0% | 0.03% | +4.0% | |
| Sell | GLOBAL X FDSemerging mkt grt | $129,668 | -15.2% | 5,462 | -10.9% | 0.03% | -10.3% | |
| VLO | VALERO ENERGY CORP | $120,454 | +20.8% | 850 | 0.0% | 0.02% | +31.6% | |
| MO | Sell | ALTRIA GROUP INC | $122,846 | -15.8% | 2,856 | -9.6% | 0.02% | -10.7% |
| DE | Buy | DEERE & CO | $124,728 | +63.7% | 330 | +75.5% | 0.02% | +66.7% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $121,486 | -4.9% | 1,390 | 0.0% | 0.02% | 0.0% | |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $116,246 | -43.9% | 4,532 | -42.5% | 0.02% | -40.0% |
| ITA | ISHARES TRus aer def etf | $117,133 | -9.0% | 1,103 | 0.0% | 0.02% | -4.0% | |
| CNQ | CANADIAN NAT RES LTD | $117,585 | +14.7% | 1,800 | 0.0% | 0.02% | +20.0% | |
| MKC | Buy | MCCORMICK & CO INC | $119,512 | +14.2% | 1,580 | +31.7% | 0.02% | +20.0% |
| WSO | WATSCO INC | $115,205 | -1.0% | 305 | 0.0% | 0.02% | +9.1% | |
| DON | Buy | WISDOMTREE TRus midcap divid | $117,269 | +44.1% | 2,863 | +48.0% | 0.02% | +50.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $114,549 | -4.6% | 250 | 0.0% | 0.02% | 0.0% | |
| GTLS | CHART INDS INC | $110,267 | +5.8% | 652 | 0.0% | 0.02% | +15.0% | |
| COO | COOPER COS INC | $114,484 | -17.1% | 360 | 0.0% | 0.02% | -14.8% | |
| COF | Sell | CAPITAL ONE FINL CORP | $110,637 | -15.0% | 1,140 | -4.2% | 0.02% | -8.0% |
| VRTX | VERTEX PHARMACEUTICALS INC | $106,409 | -1.2% | 306 | 0.0% | 0.02% | +4.8% | |
| Buy | LINDE PLC | $106,493 | +3.5% | 286 | +5.9% | 0.02% | +10.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $107,492 | -27.6% | 1,025 | -22.6% | 0.02% | -24.1% |
| LYB | LYONDELLBASELL INDUSTRIES N | $107,485 | +3.1% | 1,135 | 0.0% | 0.02% | +10.0% | |
| TPYP | MANAGED PORTFOLIO SERIEStortoise nram pi | $105,869 | -0.8% | 4,330 | 0.0% | 0.02% | +4.8% | |
| PSX | PHILLIPS 66 | $108,135 | +26.0% | 900 | 0.0% | 0.02% | +29.4% | |
| IEFA | ISHARES TRcore msci eafe | $107,015 | -4.7% | 1,663 | 0.0% | 0.02% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $109,602 | +0.9% | 1,076 | 0.0% | 0.02% | +4.8% | |
| CME | CME GROUP INC | $108,320 | +8.1% | 541 | 0.0% | 0.02% | +15.8% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $103,763 | -2.1% | 355 | +14.5% | 0.02% | +5.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $100,501 | -4.2% | 913 | 0.0% | 0.02% | +5.0% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $104,051 | +4.6% | 414 | +2.5% | 0.02% | +10.5% |
| BK | Sell | BANK NEW YORK MELLON CORP | $98,394 | -15.2% | 2,307 | -11.4% | 0.02% | -9.1% |
| CBOE | CBOE GLOBAL MKTS INC | $97,163 | +13.2% | 622 | 0.0% | 0.02% | +17.6% | |
| CLX | CLOROX CO DEL | $98,033 | -17.6% | 748 | 0.0% | 0.02% | -13.0% | |
| FISV | Buy | FISERV INC | $98,953 | -1.9% | 876 | +9.5% | 0.02% | +5.3% |
| GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $99,880 | -89.7% | 2,000 | -89.7% | 0.02% | -89.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $96,387 | -2.3% | 687 | -6.8% | 0.02% | +5.3% |
| PGR | Buy | PROGRESSIVE CORP | $96,117 | +16.2% | 690 | +10.4% | 0.02% | +25.0% |
| SYY | SYSCO CORP | $92,470 | -11.0% | 1,400 | 0.0% | 0.02% | -5.0% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $94,288 | +14.8% | 1,600 | +27.5% | 0.02% | +18.8% |
| IWP | ISHARES TRrus md cp gr etf | $91,531 | -5.3% | 1,000 | 0.0% | 0.02% | 0.0% | |
| USB | Buy | US BANCORP DEL | $89,538 | +42.0% | 2,671 | +41.8% | 0.02% | +50.0% |
| AUB | ATLANTIC UN BANKSHARES CORP | $89,103 | +10.9% | 3,096 | 0.0% | 0.02% | +20.0% | |
| SPMD | New | SPDR SER TRportfolio s&p400 | $88,281 | – | 2,016 | +100.0% | 0.02% | – |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $86,024 | -4.2% | 1,018 | +0.3% | 0.02% | +5.9% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $84,250 | +2.3% | 373 | 0.0% | 0.02% | +6.2% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $81,176 | -42.4% | 3,650 | -26.3% | 0.02% | -37.0% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $81,980 | -51.9% | 633 | -0.2% | 0.02% | -48.5% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $82,580 | -52.7% | 2,663 | -50.3% | 0.02% | -50.0% |
| AES | AES CORP | $81,412 | -26.7% | 5,356 | 0.0% | 0.02% | -19.0% | |
| PRU | PRUDENTIAL FINL INC | $85,401 | +7.6% | 900 | 0.0% | 0.02% | +13.3% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $83,089 | +125.6% | 534 | +136.3% | 0.02% | +142.9% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $81,828 | +10.7% | 200 | 0.0% | 0.02% | +21.4% | |
| BGR | BLACKROCK ENERGY & RES TR | $76,038 | +8.9% | 5,800 | 0.0% | 0.02% | +23.1% | |
| PAYC | PAYCOM SOFTWARE INC | $77,781 | -19.3% | 300 | 0.0% | 0.02% | -15.8% | |
| ATLASSIAN CORPORATIONcl a | $80,604 | +20.1% | 400 | 0.0% | 0.02% | +23.1% | ||
| UL | Sell | UNILEVER PLCspon adr new | $73,359 | -6.6% | 1,485 | -1.5% | 0.02% | 0.0% |
| DIMENSIONAL ETF TRUSTus mktwide value | $75,389 | -1.4% | 2,216 | 0.0% | 0.02% | 0.0% | ||
| D | Sell | DOMINION ENERGY INC | $74,331 | -47.3% | 1,664 | -38.9% | 0.02% | -44.4% |
| DES | WISDOMTREE TRus smallcap divd | $73,038 | -2.1% | 2,590 | 0.0% | 0.02% | +7.1% | |
| GL | GLOBE LIFE INC | $73,393 | -0.8% | 675 | 0.0% | 0.02% | +7.1% | |
| MAS | Sell | MASCO CORP | $66,813 | -13.7% | 1,250 | -7.4% | 0.01% | -6.7% |
| GM | Sell | GENERAL MTRS CO | $66,930 | -18.5% | 2,030 | -4.7% | 0.01% | -12.5% |
| QCOM | QUALCOMM INC | $68,858 | -6.7% | 620 | 0.0% | 0.01% | 0.0% | |
| NOW | SERVICENOW INC | $69,870 | -0.5% | 125 | 0.0% | 0.01% | 0.0% | |
| GLD | Buy | SPDR GOLD TR | $69,609 | +34.2% | 406 | +39.5% | 0.01% | +40.0% |
| DLR | DIGITAL RLTY TR INC | $66,077 | +6.3% | 546 | 0.0% | 0.01% | +16.7% | |
| DD | Sell | DUPONT DE NEMOURS INC | $68,772 | -5.8% | 922 | -9.8% | 0.01% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $67,759 | -8.8% | 659 | +1.1% | 0.01% | 0.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $68,070 | -3.6% | 300 | 0.0% | 0.01% | 0.0% | |
| DFS | Sell | DISCOVER FINL SVCS | $68,698 | -45.3% | 793 | -26.2% | 0.01% | -41.7% |
| HUBB | HUBBELL INC | $65,817 | -5.5% | 210 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $63,744 | +0.3% | 197 | 0.0% | 0.01% | +8.3% | |
| EA | ELECTRONIC ARTS INC | $64,414 | -7.2% | 535 | 0.0% | 0.01% | 0.0% | |
| BLL | Buy | BALL CORP | $64,217 | -14.3% | 1,290 | +0.2% | 0.01% | -7.1% |
| GPC | Buy | GENUINE PARTS CO | $62,435 | -0.8% | 430 | +16.2% | 0.01% | +8.3% |
| KMB | KIMBERLY-CLARK CORP | $62,114 | -12.4% | 509 | 0.0% | 0.01% | -7.1% | |
| ABC | CENCORA INC | $62,990 | -6.5% | 350 | 0.0% | 0.01% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $66,015 | -9.8% | 822 | 0.0% | 0.01% | -7.1% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $66,044 | +61.6% | 513 | +66.6% | 0.01% | +62.5% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $58,418 | -14.0% | 1,160 | 0.0% | 0.01% | -7.7% | |
| PYPL | Sell | PAYPAL HLDGS INC | $59,045 | -39.5% | 1,010 | -31.0% | 0.01% | -36.8% |
| FNV | FRANCO NEV CORP | $60,738 | -6.4% | 455 | 0.0% | 0.01% | 0.0% | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $57,189 | +8.1% | 830 | +25.8% | 0.01% | +20.0% |
| GE HEALTHCARE TECHNOLOGIES I | $61,168 | -16.2% | 899 | 0.0% | 0.01% | -14.3% | ||
| MTCH | Sell | MATCH GROUP INC NEW | $58,136 | -11.7% | 1,484 | -5.7% | 0.01% | -7.7% |
| PCAR | PACCAR INC | $52,373 | +1.6% | 616 | 0.0% | 0.01% | +10.0% | |
| TTD | THE TRADE DESK INC | $52,361 | +1.2% | 670 | 0.0% | 0.01% | +10.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $51,603 | -2.9% | 754 | 0.0% | 0.01% | +10.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $54,438 | +2.0% | 1,055 | 0.0% | 0.01% | +10.0% | |
| DVN | DEVON ENERGY CORP NEW | $55,189 | -1.3% | 1,157 | 0.0% | 0.01% | 0.0% | |
| SPGI | S&P GLOBAL INC | $54,812 | -8.9% | 150 | 0.0% | 0.01% | -8.3% | |
| GLW | Buy | CORNING INC | $51,647 | +26.5% | 1,695 | +45.5% | 0.01% | +37.5% |
| CODI | COMPASS DIVERSIFIEDsh ben int | $54,208 | -13.5% | 2,888 | 0.0% | 0.01% | -8.3% | |
| HDV | ISHARES TRcore high dv etf | $55,483 | -0.8% | 555 | 0.0% | 0.01% | 0.0% | |
| AMP | Buy | AMERIPRISE FINL INC | $48,793 | +0.6% | 148 | +1.4% | 0.01% | +11.1% |
| GOOD | GLADSTONE COMMERCIAL CORP | $51,255 | -1.7% | 4,215 | 0.0% | 0.01% | 0.0% | |
| EQCPRD | EQUITY COMWLTH6.5pcnt cnv pfd d | $48,545 | -1.5% | 1,941 | 0.0% | 0.01% | +11.1% | |
| AME | AMETEK INC | $50,978 | -8.7% | 345 | 0.0% | 0.01% | -9.1% | |
| SBUX | Sell | STARBUCKS CORP | $49,349 | -15.7% | 541 | -8.5% | 0.01% | -9.1% |
| MET | METLIFE INC | $50,328 | +11.3% | 800 | 0.0% | 0.01% | +11.1% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $47,233 | -4.0% | 1,360 | 0.0% | 0.01% | +11.1% | |
| PLD | Buy | PROLOGIS INC. | $50,495 | -3.1% | 450 | +5.9% | 0.01% | 0.0% |
| BWA | Sell | BORGWARNER INC | $48,444 | -23.8% | 1,200 | -7.7% | 0.01% | -16.7% |
| T | Sell | AT&T INC | $49,521 | -35.0% | 3,297 | -31.0% | 0.01% | -33.3% |
| RWR | SPDR SER TRdj reit etf | $49,847 | -8.3% | 601 | 0.0% | 0.01% | 0.0% | |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $50,677 | -93.8% | 2,387 | -93.8% | 0.01% | -93.6% |
| IWC | Sell | ISHARES TRmicro-cap etf | $48,277 | -39.4% | 481 | -34.0% | 0.01% | -33.3% |
| AMWD | AMERICAN WOODMARK CORPORATIO | $45,366 | -1.0% | 600 | 0.0% | 0.01% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $45,428 | +12.1% | 356 | 0.0% | 0.01% | +12.5% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $45,608 | -17.4% | 450 | 0.0% | 0.01% | -18.2% | |
| New | FORTREA HLDGS INC | $43,514 | – | 1,522 | +100.0% | 0.01% | – | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $46,344 | -6.1% | 800 | 0.0% | 0.01% | -10.0% | |
| SSO | PROSHARES TR | $42,704 | -8.2% | 800 | 0.0% | 0.01% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $40,128 | -4.1% | 600 | 0.0% | 0.01% | 0.0% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $39,019 | -5.1% | 546 | +0.4% | 0.01% | 0.0% |
| EEM | ISHARES TRmsci emg mkt etf | $40,493 | -4.1% | 1,067 | 0.0% | 0.01% | 0.0% | |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $37,801 | -67.0% | 1,523 | -67.0% | 0.01% | -63.6% |
| SASR | SANDY SPRING BANCORP INC | $36,753 | -5.5% | 1,715 | 0.0% | 0.01% | +14.3% | |
| CINF | CINCINNATI FINL CORP | $41,216 | +5.1% | 400 | 0.0% | 0.01% | 0.0% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $41,132 | -0.3% | 779 | +2.1% | 0.01% | 0.0% |
| SDY | SPDR SER TRs&p divid etf | $37,494 | -6.2% | 326 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $33,809 | -12.2% | 463 | 0.0% | 0.01% | 0.0% | |
| RLY | SSGA ACTIVE ETF TRmult ass rlrtn | $35,453 | +1.2% | 1,315 | 0.0% | 0.01% | 0.0% | |
| PXD | Buy | PIONEER NAT RES CO | $35,581 | +39.6% | 155 | +26.0% | 0.01% | +40.0% |
| OHI | OMEGA HEALTHCARE INVS INC | $36,244 | +8.0% | 1,093 | 0.0% | 0.01% | +16.7% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $33,547 | -96.1% | 335 | -96.2% | 0.01% | -95.8% |
| OKE | ONEOK INC NEW | $35,521 | +2.8% | 560 | 0.0% | 0.01% | 0.0% | |
| SWX | SOUTHWEST GAS HLDGS INC | $32,199 | -5.1% | 533 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC | $33,984 | -14.3% | 90 | 0.0% | 0.01% | -12.5% | |
| PPG | PPG INDS INC | $33,748 | -12.5% | 260 | 0.0% | 0.01% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $32,541 | -4.6% | 608 | 0.0% | 0.01% | 0.0% | |
| PSTG | PURE STORAGE INCcl a | $35,620 | -3.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $32,151 | – | 680 | +100.0% | 0.01% | – |
| ENR | ENERGIZER HLDGS INC NEW | $33,867 | -4.6% | 1,057 | 0.0% | 0.01% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $36,639 | -13.7% | 120 | 0.0% | 0.01% | -12.5% | |
| ILMN | ILLUMINA INC | $28,006 | -26.8% | 204 | 0.0% | 0.01% | -14.3% | |
| SPLK | SPLUNK INC | $29,250 | +37.9% | 200 | 0.0% | 0.01% | +50.0% | |
| SLV | ISHARES SILVER TRishares | $29,900 | -2.6% | 1,470 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $27,123 | -6.2% | 304 | 0.0% | 0.01% | 0.0% | |
| New | KENVUE INC | $30,120 | – | 1,500 | +100.0% | 0.01% | – | |
| SRE | Buy | SEMPRA | $31,431 | -5.7% | 458 | +100.0% | 0.01% | 0.0% |
| EOG | Buy | EOG RES INC | $28,902 | +26.9% | 228 | +14.6% | 0.01% | +50.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $30,898 | -47.1% | 330 | -52.4% | 0.01% | -45.5% |
| MS | Sell | MORGAN STANLEY | $29,810 | -34.5% | 365 | -31.5% | 0.01% | -33.3% |
| XRAY | DENTSPLY SIRONA INC | $27,412 | -14.6% | 800 | 0.0% | 0.01% | 0.0% | |
| CCI | CROWN CASTLE INC | $28,254 | -19.2% | 307 | 0.0% | 0.01% | -14.3% | |
| CQP | CHENIERE ENERGY PARTNERS LP | $28,396 | +17.4% | 524 | 0.0% | 0.01% | +20.0% | |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $27,266 | +78.4% | 30 | +87.5% | 0.01% | +100.0% |
| ADSK | Sell | AUTODESK INC | $29,589 | -3.6% | 143 | -4.7% | 0.01% | 0.0% |
| ANNALY CAPITAL MANAGEMENT IN | $28,451 | -5.8% | 1,462 | 0.0% | 0.01% | 0.0% | ||
| SPIB | New | SPDR SER TRportfolio intrmd | $31,419 | – | 999 | +100.0% | 0.01% | – |
| ZTS | ZOETIS INCcl a | $26,271 | +1.0% | 151 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP | $23,800 | -10.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| AGR | AVANGRID INC | $23,019 | -19.7% | 752 | 0.0% | 0.01% | -16.7% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $22,735 | +12.4% | 250 | +100.0% | 0.01% | +25.0% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $24,356 | -4.2% | 464 | 0.0% | 0.01% | 0.0% | |
| STAA | STAAR SURGICAL CO | $24,108 | -23.6% | 600 | 0.0% | 0.01% | -16.7% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $24,736 | -5.3% | 127 | 0.0% | 0.01% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $23,573 | -5.4% | 180 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $26,205 | -1.6% | 790 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $25,042 | -9.6% | 735 | 0.0% | 0.01% | 0.0% | |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $25,752 | – | 1,144 | +100.0% | 0.01% | – |
| AOR | ISHARES TRgrwt allocat etf | $25,397 | -4.0% | 514 | 0.0% | 0.01% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $22,900 | -24.5% | 264 | -27.5% | 0.01% | -16.7% |
| STAG | STAG INDL INC | $17,317 | -3.8% | 500 | 0.0% | 0.00% | +33.3% | |
| ADI | Buy | ANALOG DEVICES INC | $20,836 | +55.0% | 119 | +72.5% | 0.00% | +33.3% |
| BL | BLACKLINE INC | $20,192 | +3.1% | 364 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $21,742 | +2.0% | 76 | 0.0% | 0.00% | 0.0% | |
| CTRE | CARETRUST REIT INC | $21,445 | +3.2% | 1,032 | 0.0% | 0.00% | 0.0% | |
| CHD | Buy | CHURCH & DWIGHT CO INC | $20,801 | +25.8% | 227 | +37.6% | 0.00% | +33.3% |
| ED | Buy | CONSOLIDATED EDISON INC | $17,534 | +94.0% | 205 | +105.0% | 0.00% | +100.0% |
| DAL | DELTA AIR LINES INC DEL | $18,500 | -22.2% | 500 | 0.0% | 0.00% | -20.0% | |
| DOW | DOW INC | $20,521 | -3.2% | 398 | 0.0% | 0.00% | 0.0% | |
| ET | New | ENERGY TRANSFER L P | $18,857 | – | 1,344 | +100.0% | 0.00% | – |
| IYH | ISHARES TRus hlthcare etf | $17,902 | -3.2% | 66 | 0.0% | 0.00% | 0.0% | |
| IRBO | ISHARES TRrobotics artif | $21,378 | -7.6% | 700 | 0.0% | 0.00% | 0.0% | |
| NVEE | NV5 GLOBAL INC | $19,246 | -13.1% | 200 | 0.0% | 0.00% | 0.0% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $19,225 | +56.7% | 82 | +70.8% | 0.00% | +100.0% |
| XME | SPDR SER TRs&p metals mng | $21,000 | +3.3% | 400 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $19,388 | -7.9% | 300 | 0.0% | 0.00% | 0.0% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $17,248 | -54.3% | 227 | -49.3% | 0.00% | -42.9% |
| GWW | New | GRAINGER W W INC | $13,837 | – | 20 | +100.0% | 0.00% | – |
| SHELL PLCspon ads | $12,876 | +6.6% | 200 | 0.0% | 0.00% | +50.0% | ||
| FDX | Sell | FEDEX CORP | $13,246 | -6.3% | 50 | -12.3% | 0.00% | 0.0% |
| HUBS | HUBSPOT INC | $12,313 | -7.4% | 25 | 0.0% | 0.00% | 0.0% | |
| HPQ | Buy | HP INC | $16,329 | -15.5% | 629 | +0.8% | 0.00% | -25.0% |
| TSEM | TOWER SEMICONDUCTOR LTD | $12,280 | -34.5% | 500 | 0.0% | 0.00% | -25.0% | |
| ABNB | AIRBNB INC | $13,859 | +7.1% | 101 | 0.0% | 0.00% | +50.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $14,194 | +27.3% | 206 | 0.0% | 0.00% | +50.0% | |
| VNT | VONTIER CORPORATION | $15,089 | -4.0% | 488 | 0.0% | 0.00% | 0.0% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $16,170 | +728.8% | 1,106 | +943.4% | 0.00% | – |
| ALB | ALBEMARLE CORP | $14,284 | -23.8% | 84 | 0.0% | 0.00% | -25.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $13,576 | -0.2% | 180 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $15,216 | -27.1% | 1,109 | 0.0% | 0.00% | -25.0% | |
| BOMN | Sell | BOSTON OMAHA CORP | $13,653 | -60.4% | 833 | -54.6% | 0.00% | -57.1% |
| EEMV | ISHARES INCmsci emerg mrkt | $14,603 | -3.0% | 274 | 0.0% | 0.00% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $15,930 | -3.9% | 150 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $14,218 | -11.2% | 340 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $12,245 | -5.2% | 364 | 0.0% | 0.00% | +50.0% | |
| TEL | TE CONNECTIVITY LTD | $12,353 | -11.9% | 100 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $15,506 | -2.7% | 77 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $13,059 | +15.6% | 109 | 0.0% | 0.00% | +50.0% | |
| CTAS | New | CINTAS CORP | $9,621 | – | 20 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC | $11,154 | -13.2% | 220 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $10,555 | -5.0% | 114 | 0.0% | 0.00% | 0.0% | |
| PFS | PROVIDENT FINL SVCS INC | $10,841 | -6.4% | 709 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $9,560 | -11.1% | 140 | 0.0% | 0.00% | 0.0% | |
| DOV | New | DOVER CORP | $9,069 | – | 65 | +100.0% | 0.00% | – |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $7,768 | -1.5% | 170 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $8,378 | -4.0% | 585 | 0.0% | 0.00% | 0.0% | |
| CCK | New | CROWN HLDGS INC | $9,733 | – | 110 | +100.0% | 0.00% | – |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $8,369 | +14.0% | 50 | 0.0% | 0.00% | +100.0% | |
| SQ | Sell | BLOCK INCcl a | $10,180 | -62.8% | 230 | -44.0% | 0.00% | -60.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,129 | -37.7% | 120 | -40.0% | 0.00% | -33.3% |
| DSI | ISHARES TRmsci kld400 soc | $10,584 | -3.3% | 130 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $9,930 | -1.2% | 1,007 | 0.0% | 0.00% | 0.0% | |
| AFL | New | AFLAC INC | $11,897 | – | 155 | +100.0% | 0.00% | – |
| SWK | STANLEY BLACK & DECKER INC | $10,532 | -10.8% | 126 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $12,196 | -12.1% | 80 | 0.0% | 0.00% | -33.3% | |
| CG | CARLYLE GROUP INC | $9,290 | -5.6% | 308 | 0.0% | 0.00% | 0.0% | |
| CSL | New | CARLISLE COS INC | $9,075 | – | 35 | +100.0% | 0.00% | – |
| WELL | WELLTOWER INC | $11,224 | +1.3% | 137 | 0.0% | 0.00% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $10,843 | -8.7% | 125 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $9,669 | -3.9% | 150 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $9,058 | -17.2% | 240 | 0.0% | 0.00% | 0.0% | |
| EEMX | SPDR INDEX SHS FDSmsci emr mkt etf | $8,698 | -4.3% | 300 | 0.0% | 0.00% | 0.0% | |
| IDXX | New | IDEXX LABS INC | $8,746 | – | 20 | +100.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $7,822 | -21.9% | 147 | 0.0% | 0.00% | 0.0% | |
| TYG | TORTOISE ENERGY INFRA CORP | $9,624 | -0.5% | 333 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $9,227 | +3.1% | 80 | 0.0% | 0.00% | 0.0% | |
| MMC | New | MARSH & MCLENNAN COS INC | $10,467 | – | 55 | +100.0% | 0.00% | – |
| UBER | UBER TECHNOLOGIES INC | $9,198 | +6.5% | 200 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP | $11,947 | -16.4% | 238 | 0.0% | 0.00% | -33.3% | |
| HCA | HCA HEALTHCARE INC | $10,332 | -18.9% | 42 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $10,026 | +1.9% | 26 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $11,241 | -2.8% | 150 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $10,913 | +3.2% | 1,266 | 0.0% | 0.00% | 0.0% | |
| IHAK | ISHARES TRcybersecurity | $11,553 | +1.8% | 300 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $11,560 | -6.8% | 310 | 0.0% | 0.00% | 0.0% | |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $10,139 | -5.0% | 201 | 0.0% | 0.00% | 0.0% | |
| FLO | FLOWERS FOODS INC | $9,981 | -10.9% | 450 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $9,859 | -10.9% | 100 | 0.0% | 0.00% | 0.0% | |
| SJM | New | SMUCKER J M CO | $7,375 | – | 60 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $9,620 | – | 22 | +100.0% | 0.00% | – |
| FCN | FTI CONSULTING INC | $8,921 | -6.2% | 50 | 0.0% | 0.00% | 0.0% | |
| EXPD | New | EXPEDITORS INTL WASH INC | $8,025 | – | 70 | +100.0% | 0.00% | – |
| ITB | ISHARES TRus home cons etf | $4,562 | -7.9% | 58 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $4,121 | -18.8% | 7 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $2,806 | -10.4% | 25 | 0.0% | 0.00% | 0.0% | |
| IDEV | New | ISHARES TRcore msci intl | $4,197 | – | 72 | +100.0% | 0.00% | – |
| HTGC | New | HERCULES CAPITAL INC | $2,956 | – | 180 | +100.0% | 0.00% | – |
| PNM | PNM RES INC | $3,863 | -1.1% | 87 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $3,622 | -13.4% | 98 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $6,010 | -13.9% | 90 | 0.0% | 0.00% | 0.0% | |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $4,126 | – | 177 | +100.0% | 0.00% | – | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $4,967 | -5.8% | 140 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $2,786 | -4.3% | 92 | 0.0% | 0.00% | 0.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $7,274 | +5.8% | 60 | 0.0% | 0.00% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $6,721 | +223.7% | 97 | +340.9% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $4,055 | – | 100 | +100.0% | 0.00% | – |
| WRE | ELME COMMUNITIESsh ben int | $2,764 | -16.8% | 200 | 0.0% | 0.00% | 0.0% | |
| DG | Buy | DOLLAR GEN CORP NEW | $6,243 | -18.3% | 59 | +31.1% | 0.00% | 0.0% |
| GHC | GRAHAM HLDGS CO | $2,915 | +2.0% | 5 | 0.0% | 0.00% | 0.0% | |
| WARNER BROS DISCOVERY INC | $4,670 | -13.4% | 430 | 0.0% | 0.00% | 0.0% | ||
| NEOG | NEOGEN CORP | $5,562 | -14.8% | 300 | 0.0% | 0.00% | 0.0% | |
| NDAQ | Buy | NASDAQ INC | $3,402 | +127.4% | 70 | +133.3% | 0.00% | – |
| UAL | UNITED AIRLS HLDGS INC | $6,049 | -22.9% | 143 | 0.0% | 0.00% | -50.0% | |
| ARCC | ARES CAPITAL CORP | $3,797 | +3.6% | 195 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $5,666 | -4.5% | 54 | 0.0% | 0.00% | 0.0% | |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $4,201 | +2.6% | 281 | -6.6% | 0.00% | 0.0% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $4,410 | -19.5% | 150 | 0.0% | 0.00% | 0.0% | |
| KOMP | Sell | SPDR SER TRs&p kensho new | $4,555 | -47.6% | 115 | -41.0% | 0.00% | -50.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $3,616 | -0.2% | 800 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $6,123 | -3.5% | 50 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $3,759 | -10.4% | 160 | 0.0% | 0.00% | 0.0% | |
| ZTR | VIRTUS TOTAL RETURN FD INC | $2,625 | -21.1% | 547 | 0.0% | 0.00% | 0.0% | |
| NIO | Sell | NIO INCspon ads | $5,515 | -8.1% | 610 | -1.5% | 0.00% | 0.0% |
| EXAS | EXACT SCIENCES CORP | $3,411 | -27.3% | 50 | 0.0% | 0.00% | 0.0% | |
| GSK PLCsponsored adr | $7,246 | +1.6% | 198 | 0.0% | 0.00% | 0.0% | ||
| MOS | MOSAIC CO NEW | $5,340 | +1.7% | 150 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $6,862 | +4.1% | 392 | +0.5% | 0.00% | 0.0% |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $5,901 | -19.2% | 130 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $6,928 | -3.9% | 400 | 0.0% | 0.00% | 0.0% | |
| DDOG | Exit | DATADOG INC | $0 | – | -1 | -100.0% | 0.00% | – |
| RYN | RAYONIER INC | $446 | -8.6% | 16 | 0.0% | 0.00% | – | |
| PHM | PULTE GROUP INC | $372 | -4.6% | 5 | 0.0% | 0.00% | – | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $912 | -5.5% | 26 | 0.0% | 0.00% | – | |
| PROSHARES TRultrapro sht qqq | $21 | +10.5% | 1 | 0.0% | 0.00% | – | ||
| PLUG | PLUG POWER INC | $289 | -26.8% | 38 | 0.0% | 0.00% | – | |
| SAP | SAP SEspon adr | $1,294 | -5.5% | 10 | 0.0% | 0.00% | – | |
| SLB | New | SCHLUMBERGER LTD | $817 | – | 14 | +100.0% | 0.00% | – |
| PCG | PG&E CORP | $2,001 | -6.6% | 124 | 0.0% | 0.00% | – | |
| DNOW | NOW INC | $24 | +14.3% | 2 | 0.0% | 0.00% | – | |
| NOV | NOV INC | $168 | +30.2% | 8 | 0.0% | 0.00% | – | |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,109 | -15.5% | 1 | 0.0% | 0.00% | – | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,409 | -7.2% | 35 | 0.0% | 0.00% | – | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,610 | -5.2% | 10 | 0.0% | 0.00% | – | |
| MPC | MARATHON PETE CORP | $2,271 | +29.8% | 15 | 0.0% | 0.00% | – | |
| MGA | New | MAGNA INTL INC | $1,877 | – | 35 | +100.0% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $2,139 | -13.2% | 14 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPsponsored adr | $1,978 | -8.5% | 24 | 0.0% | 0.00% | – | |
| MSGS | Exit | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| AOA | ISHARES TRaggres alloc etf | $1,524 | -4.3% | 24 | 0.0% | 0.00% | – | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,002 | -0.8% | 40 | 0.0% | 0.00% | – | |
| INTU | New | INTUIT | $1,022 | – | 2 | +100.0% | 0.00% | – |
| TDC | TERADATA CORP DEL | $946 | -15.7% | 21 | 0.0% | 0.00% | – | |
| ING | ING GROEP N.V.sponsored adr | $1,938 | -2.2% | 147 | 0.0% | 0.00% | – | |
| HUM | HUMANA INC | $1,460 | +8.8% | 3 | 0.0% | 0.00% | – | |
| TTE | TOTALENERGIES SEsponsored ads | $1,579 | +14.1% | 24 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO | $388 | -8.3% | 2 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $103 | -11.2% | 100 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $1,058 | -6.1% | 32 | 0.0% | 0.00% | – | |
| UAA | Sell | UNDER ARMOUR INCcl a | $62 | -99.8% | 9 | -99.8% | 0.00% | -100.0% |
| UA | New | UNDER ARMOUR INCcl c | $58 | – | 9 | +100.0% | 0.00% | – |
| GMED | GLOBUS MED INCcl a | $1,093 | -16.6% | 22 | 0.0% | 0.00% | – | |
| LIT | GLOBAL X FDSlithium btry etf | $1,269 | -15.5% | 23 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $336 | +2.1% | 71 | 0.0% | 0.00% | – | |
| GDX | VANECK ETF TRUSTgold miners etf | $124 | -10.1% | 5 | 0.0% | 0.00% | – | |
| Sell | GXO LOGISTICS INCORPORATED | $587 | -76.6% | 10 | -75.0% | 0.00% | – | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $290 | -4.9% | 2 | 0.0% | 0.00% | – | |
| F | FORD MTR CO DEL | $2,405 | -17.9% | 194 | 0.0% | 0.00% | -100.0% | |
| FE | FIRSTENERGY CORP | $1,470 | -12.1% | 43 | 0.0% | 0.00% | – | |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,312 | – | 30 | +100.0% | 0.00% | – |
| FSLR | FIRST SOLAR INC | $2,424 | -15.0% | 15 | 0.0% | 0.00% | -100.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $858 | -20.5% | 50 | 0.0% | 0.00% | – | |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $164 | -7.3% | 1 | 0.0% | 0.00% | – | |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $132 | -3.6% | 1 | 0.0% | 0.00% | – | |
| VEEV | VEEVA SYS INC | $1,018 | +2.9% | 5 | 0.0% | 0.00% | – | |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -36 | -100.0% | 0.00% | – |
| DIGITAL WORLD ACQUISITION CO | $378 | +30.8% | 23 | 0.0% | 0.00% | – | ||
| DXC | DXC TECHNOLOGY CO | $167 | -22.0% | 8 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $359 | -10.7% | 7 | 0.0% | 0.00% | – | |
| COMP | COMPASS INCcl a | $1,218 | -17.1% | 420 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $2,386 | -10.7% | 58 | 0.0% | 0.00% | -100.0% | |
| CHWY | CHEWY INCcl a | $913 | -53.7% | 50 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,915 | +0.2% | 202 | 0.0% | 0.00% | – | |
| VNO | VORNADO RLTY TRsh ben int | $341 | +24.9% | 15 | 0.0% | 0.00% | – | |
| CNC | CENTENE CORP DEL | $1,103 | +2.1% | 16 | 0.0% | 0.00% | – | |
| New | CAVA GROUP INC | $31 | – | 1 | +100.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $1,584 | +3.3% | 47 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP | $1,903 | +26.5% | 48 | 0.0% | 0.00% | – | |
| BROOKFIELD ASSET MANAGMT LTD | $367 | +2.2% | 11 | 0.0% | 0.00% | – | ||
| BIIB | BIOGEN INC | $1,286 | -9.8% | 5 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $76 | -15.6% | 8 | 0.0% | 0.00% | – | ||
| AIG | AMERICAN INTL GROUP INC | $1,515 | +5.3% | 25 | 0.0% | 0.00% | – | |
| BAP | CREDICORP LTD | $1,152 | -13.3% | 9 | 0.0% | 0.00% | – | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,625 | -3.0% | 26 | 0.0% | 0.00% | – | |
| BEDZ | ADVISORSHARES TRhotel etf | $980 | -3.4% | 40 | 0.0% | 0.00% | – | |
| AZZ | AZZ INC | $960 | +4.9% | 21 | 0.0% | 0.00% | – | |
| FTI | TECHNIPFMC PLC | $1,973 | +22.3% | 97 | 0.0% | 0.00% | – | |
| ALC | ALCON AG | $1,619 | -6.1% | 21 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $418 | -18.4% | 15 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $1,392 | -10.1% | 35 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $1,843 | -11.2% | 20 | 0.0% | 0.00% | – | |
| Exit | SHIFT TECHNOLOGIES INCcl a new | $0 | – | -27 | -100.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -1 | -100.0% | 0.00% | – |
| RTOKY | RENTOKIL INITIAL PLCsponsored adr | $1,557 | -5.0% | 42 | 0.0% | 0.00% | – | |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -12 | -100.0% | 0.00% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| FMC | Exit | FMC CORP | $0 | – | -16 | -100.0% | 0.00% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -22 | -100.0% | 0.00% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -155 | -100.0% | -0.00% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -311 | -100.0% | -0.00% | – |
| MRTX | Exit | MIRATI THERAPEUTICS INC | $0 | – | -200 | -100.0% | -0.00% | – |
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -600 | -100.0% | -0.00% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -160 | -100.0% | -0.00% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -130 | -100.0% | -0.00% | – |
| NEU | Exit | NEWMARKET CORP | $0 | – | -29 | -100.0% | -0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -186 | -100.0% | -0.00% | – |
| CNRG | Exit | SPDR SER TRs&p kensho clean | $0 | – | -230 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,912 | -100.0% | -0.07% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -5,513 | -100.0% | -0.08% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -20,588 | -100.0% | -0.08% | – |
| PMAR | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -12,800 | -100.0% | -0.08% | – |
| PFEB | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -37,000 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 22.2% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.5% |
| PIMCO ETF TR | 40 | Q3 2023 | 5.7% |
| ISHARES TR | 40 | Q3 2023 | 4.3% |
| ISHARES TR | 40 | Q3 2023 | 4.0% |
| ISHARES TR | 40 | Q3 2023 | 5.7% |
| AMAZON COM INC | 40 | Q3 2023 | 2.4% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.3% |
| DANAHER CORPORATION | 40 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & CO | 40 | Q3 2023 | 0.9% |
View EVERMAY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2021-11-12 |
View EVERMAY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.