$6.45 Million is the total value of PARK AVENUE SECURITIES LLC's 1257 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Buy | ISHARES TRcore s&p500 etf | $990,899 | +12.6% | 2,307,507 | +16.9% | 15.36% | +10.2% |
EFV | Buy | ISHARES TReafe value etf | $306,751 | +34.5% | 6,269,251 | +34.5% | 4.76% | +31.6% |
TFLO | New | ISHARES TRtrs flt rt bd | $115,096 | – | 2,268,361 | +100.0% | 1.78% | – |
TLT | Buy | ISHARES TR20 yr tr bd etf | $88,698 | +622.3% | 1,000,093 | +738.3% | 1.38% | +608.8% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $73,337 | +661.7% | 1,071,874 | +684.7% | 1.14% | +648.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $70,851 | +2.6% | 165,742 | +6.4% | 1.10% | +0.4% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $64,193 | +189.9% | 629,222 | +207.3% | 1.00% | +183.5% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $62,012 | -3.3% | 399,099 | +1.1% | 0.96% | -5.3% |
AAPL | Buy | APPLE INC | $61,642 | -8.3% | 360,037 | +3.9% | 0.96% | -10.2% |
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $46,950 | +4.9% | 1,792,000 | +8.7% | 0.73% | +2.7% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $46,302 | +639.5% | 185,693 | +675.5% | 0.72% | +625.3% |
AGG | Buy | ISHARES TRcore us aggbd et | $39,030 | +11.7% | 415,034 | +16.4% | 0.60% | +9.4% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $38,317 | +1.2% | 240,249 | +4.9% | 0.59% | -1.0% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $35,053 | +0.6% | 697,432 | +4.3% | 0.54% | -1.6% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $27,436 | +14.9% | 145,115 | +20.9% | 0.42% | +12.4% |
Buy | DIMENSIONAL ETF TRUSTus high profitab | $26,717 | +9.2% | 1,039,978 | +12.8% | 0.41% | +7.0% | |
Buy | DIMENSIONAL ETF TRUSTintl core equity | $26,176 | +12.7% | 1,121,024 | +17.1% | 0.41% | +10.3% | |
SPIB | Buy | SPDR SER TRportfolio intrmd | $26,068 | +1.6% | 828,860 | +3.7% | 0.40% | -0.5% |
TIP | Buy | ISHARES TRtips bd etf | $25,881 | +1875.6% | 249,523 | +1949.5% | 0.40% | +1809.5% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $25,043 | +20.9% | 341,843 | +24.0% | 0.39% | +18.3% |
SPTS | Buy | SPDR SER TRportfolio sh tsr | $24,100 | +9.8% | 839,142 | +10.1% | 0.37% | +7.5% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $22,522 | +19.2% | 925,289 | +24.2% | 0.35% | +16.7% |
LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $19,521 | +28.9% | 414,629 | +33.7% | 0.30% | +26.2% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $18,310 | +25.4% | 199,417 | +25.4% | 0.28% | +22.9% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $18,221 | +3.3% | 46,022 | +2.6% | 0.28% | +1.1% |
Buy | DIMENSIONAL ETF TRUSTintl small cap e | $17,942 | +12.2% | 817,789 | +16.7% | 0.28% | +9.9% | |
JPM | Buy | JPMORGAN CHASE & CO | $17,223 | +2.1% | 118,761 | +2.4% | 0.27% | 0.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $16,673 | +313.2% | 94,335 | +337.8% | 0.26% | +303.1% |
EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $16,071 | +0.6% | 673,251 | +7.7% | 0.25% | -1.6% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $15,971 | +24.2% | 475,744 | +27.2% | 0.25% | +21.6% |
CVX | Buy | CHEVRON CORP NEW | $15,944 | +13.4% | 94,556 | +5.9% | 0.25% | +10.8% |
AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $15,940 | +16.1% | 275,541 | +15.5% | 0.25% | +13.8% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $15,215 | +11.4% | 202,414 | +12.0% | 0.24% | +9.3% |
XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $14,571 | +1.7% | 353,059 | +6.8% | 0.23% | -0.4% |
IEFA | Buy | ISHARES TRcore msci eafe | $14,277 | +21.6% | 221,860 | +27.5% | 0.22% | +18.8% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $13,760 | +13.9% | 238,884 | +14.2% | 0.21% | +11.5% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $13,493 | +5.1% | 163,544 | +10.2% | 0.21% | +3.0% |
FB | Buy | META PLATFORMS INCcl a | $13,203 | +5.7% | 43,980 | +1.0% | 0.20% | +3.5% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $13,163 | -1.2% | 173,240 | +2.8% | 0.20% | -3.3% |
Buy | DIMENSIONAL ETF TRUSTshort duration f | $12,593 | +1.7% | 271,524 | +1.7% | 0.20% | -0.5% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $11,718 | +21.3% | 84,957 | +25.0% | 0.18% | +19.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,616 | +17.6% | 33,159 | +14.5% | 0.18% | +15.4% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $11,471 | +14.2% | 89,103 | +17.8% | 0.18% | +11.9% |
XOM | Buy | EXXON MOBIL CORP | $11,380 | +12.7% | 96,781 | +2.8% | 0.18% | +10.0% |
ABBV | Buy | ABBVIE INC | $11,198 | +16.2% | 75,123 | +5.0% | 0.17% | +13.7% |
ACN | Buy | ACCENTURE PLC IRELAND | $11,131 | +2.5% | 36,245 | +3.0% | 0.17% | +0.6% |
Buy | DIMENSIONAL ETF TRUSTintl high profit | $10,401 | +8.4% | 448,510 | +14.5% | 0.16% | +5.9% | |
IXUS | Buy | ISHARES TRcore msci total | $10,296 | +6.7% | 171,623 | +11.4% | 0.16% | +4.6% |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $10,183 | +3.2% | 212,895 | +5.5% | 0.16% | +1.3% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $9,844 | +0.9% | 143,062 | +8.8% | 0.15% | -1.3% |
IVE | Buy | ISHARES TRs&p 500 val etf | $9,815 | -2.2% | 63,799 | +2.5% | 0.15% | -4.4% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $9,415 | +38.5% | 255,137 | +45.8% | 0.15% | +35.2% |
PG | Buy | PROCTER AND GAMBLE CO | $9,283 | -3.6% | 63,645 | +0.3% | 0.14% | -5.9% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $9,184 | +21.7% | 165,027 | +25.5% | 0.14% | +18.3% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $9,119 | +11.6% | 268,517 | +17.1% | 0.14% | +9.3% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $9,119 | +24.9% | 172,744 | +27.3% | 0.14% | +21.6% |
EAGG | Buy | ISHARES TResg awr us agrgt | $8,712 | +1.4% | 192,324 | +5.6% | 0.14% | -0.7% |
DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $8,473 | +9.8% | 375,426 | +14.1% | 0.13% | +7.4% |
AMGN | Buy | AMGEN INC | $7,939 | +43.7% | 29,538 | +18.7% | 0.12% | +41.4% |
CMCSA | Buy | COMCAST CORP NEWcl a | $7,890 | +11.8% | 177,942 | +4.8% | 0.12% | +8.9% |
JAGG | New | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $7,738 | – | 174,942 | +100.0% | 0.12% | – |
NVO | Buy | NOVO-NORDISK A Sadr | $7,712 | +19.1% | 84,805 | +111.9% | 0.12% | +16.5% |
Buy | LINDE PLC | $7,627 | +5.4% | 20,483 | +7.9% | 0.12% | +2.6% | |
AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $7,499 | +18.6% | 189,231 | +23.7% | 0.12% | +16.0% |
IYH | Buy | ISHARES TRus hlthcare etf | $7,508 | -2.0% | 27,799 | +1.7% | 0.12% | -4.1% |
LMT | Buy | LOCKHEED MARTIN CORP | $7,500 | -10.7% | 18,340 | +0.5% | 0.12% | -12.8% |
SNA | Buy | SNAP ON INC | $7,214 | -9.1% | 28,284 | +2.8% | 0.11% | -11.1% |
WMT | Buy | WALMART INC | $7,190 | +11.4% | 44,960 | +9.5% | 0.11% | +8.8% |
JNJ | Buy | JOHNSON & JOHNSON | $7,067 | +11.1% | 45,392 | +18.1% | 0.11% | +8.9% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,055 | -2.9% | 179,917 | +0.8% | 0.11% | -5.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $7,004 | -11.6% | 216,117 | +1.5% | 0.11% | -12.8% |
AMP | Buy | AMERIPRISE FINL INC | $6,773 | -0.3% | 20,543 | +0.5% | 0.10% | -2.8% |
PAYX | Buy | PAYCHEX INC | $6,711 | +9.6% | 58,189 | +6.3% | 0.10% | +7.2% |
SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $6,575 | +46.3% | 72,065 | +45.6% | 0.10% | +43.7% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $6,423 | +13.1% | 138,836 | +13.7% | 0.10% | +11.1% |
PSX | Buy | PHILLIPS 66 | $6,433 | +26.4% | 53,543 | +0.3% | 0.10% | +23.5% |
PSK | Buy | SPDR SER TRice pfd sec etf | $6,395 | +19.4% | 197,008 | +23.1% | 0.10% | +16.5% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,367 | +12.7% | 38,842 | +19.5% | 0.10% | +11.2% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $6,348 | +3.1% | 144,967 | +8.0% | 0.10% | 0.0% |
ASML | Buy | ASML HOLDING N V | $6,353 | -17.9% | 10,793 | +1.1% | 0.10% | -20.3% |
GLD | Buy | SPDR GOLD TR | $6,284 | +15.2% | 36,651 | +19.8% | 0.10% | +12.8% |
UNP | Buy | UNION PAC CORP | $6,163 | +5.3% | 30,263 | +5.8% | 0.10% | +3.2% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $6,126 | +5.9% | 26,878 | +2.1% | 0.10% | +3.3% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,098 | +27.6% | 148,625 | +28.9% | 0.10% | +25.0% |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $6,015 | -8.9% | 230,009 | +4.1% | 0.09% | -11.4% |
COP | Buy | CONOCOPHILLIPS | $5,850 | +25.5% | 48,827 | +8.6% | 0.09% | +23.0% |
DIS | Buy | DISNEY WALT CO | $5,832 | +45.7% | 71,971 | +60.5% | 0.09% | +42.9% |
AMAT | Buy | APPLIED MATLS INC | $5,758 | +4.3% | 41,588 | +8.9% | 0.09% | +2.3% |
MCD | Buy | MCDONALDS CORP | $5,734 | -7.7% | 21,767 | +4.6% | 0.09% | -9.2% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $5,626 | -1.6% | 95,464 | +9.2% | 0.09% | -4.4% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $5,469 | -0.6% | 155,935 | +5.1% | 0.08% | -2.3% |
BLK | New | BLACKROCK INC | $5,430 | – | 8,400 | +100.0% | 0.08% | – |
NEE | Buy | NEXTERA ENERGY INC | $5,363 | -21.1% | 93,612 | +2.2% | 0.08% | -23.1% |
HON | Buy | HONEYWELL INTL INC | $5,314 | -9.9% | 28,764 | +1.2% | 0.08% | -11.8% |
Buy | DIMENSIONAL ETF TRUSTworld ex us core | $5,284 | -2.5% | 234,637 | +0.9% | 0.08% | -4.7% | |
TJX | Buy | TJX COS INC NEW | $5,252 | +7.8% | 59,096 | +2.8% | 0.08% | +5.2% |
USB | Buy | US BANCORP DEL | $5,125 | +7.4% | 155,033 | +7.3% | 0.08% | +3.9% |
MDT | Buy | MEDTRONIC PLC | $5,005 | -7.0% | 63,877 | +4.6% | 0.08% | -8.2% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,811 | +1.5% | 68,943 | +5.7% | 0.08% | 0.0% |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,726 | – | 33,358 | +100.0% | 0.07% | – |
JNK | Buy | SPDR SER TRbloomberg high y | $4,696 | +18.8% | 51,943 | +20.9% | 0.07% | +15.9% |
DUK | Buy | DUKE ENERGY CORP NEW | $4,515 | -1.3% | 51,153 | +0.3% | 0.07% | -2.8% |
EBND | Buy | SPDR SER TRbloomberg emergi | $4,467 | +3.3% | 225,283 | +10.3% | 0.07% | +1.5% |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $4,448 | +7.1% | 152,654 | +12.2% | 0.07% | +4.5% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $4,445 | +20.4% | 57,022 | +19.9% | 0.07% | +19.0% |
PFF | Buy | ISHARES TRpfd and incm sec | $4,445 | +1.7% | 147,423 | +4.3% | 0.07% | 0.0% |
AVSF | Buy | AMERICAN CENTY ETF TRavantis shfxdinc | $4,313 | +18.1% | 94,740 | +18.9% | 0.07% | +15.5% |
XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $4,279 | +2.9% | 54,479 | +8.6% | 0.07% | 0.0% |
KO | Buy | COCA COLA CO | $4,271 | -6.1% | 76,294 | +1.0% | 0.07% | -8.3% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $4,286 | +6.9% | 89,102 | +11.6% | 0.07% | +4.8% |
NFLX | Buy | NETFLIX INC | $4,283 | -14.0% | 11,343 | +0.3% | 0.07% | -16.5% |
GILD | Buy | GILEAD SCIENCES INC | $4,221 | +7.6% | 56,326 | +10.7% | 0.06% | +4.8% |
BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $4,188 | – | 54,332 | +100.0% | 0.06% | – |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $4,168 | 0.0% | 15,307 | +3.9% | 0.06% | -1.5% |
QQQ | New | INVESCO QQQ TRunit ser 1 | $4,110 | – | 11,471 | +100.0% | 0.06% | – |
ADI | Buy | ANALOG DEVICES INC | $4,111 | -9.0% | 23,479 | +1.2% | 0.06% | -11.1% |
TMUS | Buy | T-MOBILE US INC | $4,123 | +5.6% | 29,439 | +4.7% | 0.06% | +3.2% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $4,053 | +6.5% | 39,421 | +18.0% | 0.06% | +5.0% |
EOG | Buy | EOG RES INC | $4,063 | +12.0% | 32,055 | +1.1% | 0.06% | +10.5% |
FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $4,031 | +19.2% | 95,854 | +25.2% | 0.06% | +14.8% |
SONY | Buy | SONY GROUP CORPsponsored adr | $3,969 | -2.3% | 48,167 | +6.8% | 0.06% | -3.1% |
AMT | Buy | AMERICAN TOWER CORP NEW | $3,908 | -11.3% | 23,761 | +4.6% | 0.06% | -12.9% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $3,855 | +5.6% | 47,605 | +5.8% | 0.06% | +3.4% |
MPC | Buy | MARATHON PETE CORP | $3,897 | +50.9% | 25,752 | +16.3% | 0.06% | +46.3% |
UBER | Buy | UBER TECHNOLOGIES INC | $3,821 | +27.3% | 83,078 | +19.5% | 0.06% | +22.9% |
VOO | New | VANGUARD INDEX FDS | $3,799 | – | 9,683 | +100.0% | 0.06% | – |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,651 | +3.0% | 66,027 | +5.6% | 0.06% | +1.8% |
LCTD | New | BLACKROCK ETF TRUSTworld ex us carb | $3,655 | – | 90,753 | +100.0% | 0.06% | – |
IJR | Buy | ISHARES TRcore s&p scp etf | $3,672 | +3.1% | 38,965 | +9.0% | 0.06% | +1.8% |
PANW | Buy | PALO ALTO NETWORKS INC | $3,703 | +1.4% | 15,796 | +10.5% | 0.06% | -1.7% |
TTD | Buy | THE TRADE DESK INC | $3,633 | +4.2% | 46,483 | +2.9% | 0.06% | +1.8% |
CTAS | New | CINTAS CORP | $3,625 | – | 7,535 | +100.0% | 0.06% | – |
IEUR | Buy | ISHARES TRcore msci euro | $3,523 | +54.1% | 70,950 | +63.3% | 0.06% | +52.8% |
SNY | Buy | SANOFIsponsored adr | $3,460 | +2.9% | 64,506 | +3.4% | 0.05% | +1.9% |
PFXF | Buy | VANECK ETF TRUSTpreferred securt | $3,486 | +26.9% | 207,401 | +33.4% | 0.05% | +22.7% |
INTU | New | INTUIT | $3,417 | – | 6,688 | +100.0% | 0.05% | – |
IEI | Buy | ISHARES TR3 7 yr treas bd | $3,446 | +89.8% | 30,449 | +93.3% | 0.05% | +82.8% |
DFS | Buy | DISCOVER FINL SVCS | $3,432 | -23.3% | 39,619 | +3.4% | 0.05% | -25.4% |
TT | Buy | TRANE TECHNOLOGIES PLC | $3,365 | +10.2% | 16,584 | +3.8% | 0.05% | +8.3% |
IWC | Buy | ISHARES TRmicro-cap etf | $3,362 | +1.3% | 33,589 | +10.6% | 0.05% | -1.9% |
CI | New | THE CIGNA GROUP | $3,384 | – | 11,829 | +100.0% | 0.05% | – |
Buy | AMERICAN CENTY ETF TRavantis us small | $3,314 | +25.8% | 74,863 | +29.6% | 0.05% | +21.4% | |
ANTM | New | ELEVANCE HEALTH INC | $3,281 | – | 7,536 | +100.0% | 0.05% | – |
Buy | DIMENSIONAL ETF TRUST | $3,282 | +1.1% | 81,286 | +4.5% | 0.05% | 0.0% | |
NXPI | Buy | NXP SEMICONDUCTORS N V | $3,318 | +6.4% | 16,597 | +8.9% | 0.05% | +4.1% |
CB | Buy | CHUBB LIMITED | $3,214 | +21.7% | 15,438 | +12.6% | 0.05% | +19.0% |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $3,237 | -0.9% | 108,083 | +2.5% | 0.05% | -3.8% |
ROP | New | ROPER TECHNOLOGIES INC | $3,128 | – | 6,458 | +100.0% | 0.05% | – |
Buy | SHELL PLCspon ads | $3,126 | +60.6% | 48,563 | +50.6% | 0.05% | +54.8% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $3,050 | +5.9% | 45,038 | +11.9% | 0.05% | +2.2% |
NVS | Buy | NOVARTIS AGsponsored adr | $3,064 | +6.0% | 30,083 | +5.0% | 0.05% | +2.2% |
NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $2,969 | -2.3% | 88,381 | +0.8% | 0.05% | -4.2% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,948 | -7.3% | 50,800 | +2.1% | 0.05% | -8.0% |
TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $2,996 | +4.5% | 165,682 | +6.7% | 0.05% | +2.2% |
ITW | Buy | ILLINOIS TOOL WKS INC | $2,873 | -3.4% | 12,474 | +5.0% | 0.04% | -4.3% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $2,889 | +36.6% | 17,943 | +44.1% | 0.04% | +36.4% |
WST | New | WEST PHARMACEUTICAL SVSC INC | $2,831 | – | 7,546 | +100.0% | 0.04% | – |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,849 | +10.3% | 11,842 | +0.7% | 0.04% | +7.3% |
NUBD | Buy | NUSHARES ETF TRnuveen esg us | $2,771 | -1.9% | 131,311 | +2.2% | 0.04% | -4.4% |
UL | Buy | UNILEVER PLCspon adr new | $2,781 | +1.8% | 56,299 | +7.4% | 0.04% | 0.0% |
PWR | Buy | QUANTA SVCS INC | $2,736 | -2.3% | 14,625 | +2.6% | 0.04% | -4.5% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $2,714 | -0.1% | 38,277 | +1.5% | 0.04% | -2.3% |
WMB | Buy | WILLIAMS COS INC | $2,699 | +5.6% | 80,117 | +2.3% | 0.04% | +5.0% |
Buy | GENERAL ELECTRIC CO | $2,706 | +22.5% | 24,473 | +21.7% | 0.04% | +20.0% | |
New | ISHARES TRibonds dec 2032 | $2,715 | – | 123,460 | +100.0% | 0.04% | – | |
BBIN | New | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $2,639 | – | 50,648 | +100.0% | 0.04% | – |
BDX | Buy | BECTON DICKINSON & CO | $2,640 | -0.1% | 10,212 | +2.0% | 0.04% | -2.4% |
XLI | Buy | SELECT SECTOR SPDR TRindl | $2,622 | +1.5% | 25,866 | +7.4% | 0.04% | 0.0% |
EQIX | New | EQUINIX INC | $2,623 | – | 3,612 | +100.0% | 0.04% | – |
RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,605 | – | 92,555 | +100.0% | 0.04% | – |
IBTF | Buy | ISHARES TRibonds 25 trm ts | $2,558 | +269.1% | 110,839 | +270.0% | 0.04% | +263.6% |
NOC | New | NORTHROP GRUMMAN CORP | $2,564 | – | 5,824 | +100.0% | 0.04% | – |
LOW | Buy | LOWES COS INC | $2,537 | -7.0% | 12,207 | +1.0% | 0.04% | -9.3% |
Buy | CANADIAN PACIFIC KANSAS CITY | $2,470 | +11.7% | 33,069 | +20.9% | 0.04% | +8.6% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,422 | +29.7% | 26,791 | +16.4% | 0.04% | +26.7% |
BAC | Buy | BANK AMERICA CORP | $2,481 | -4.4% | 90,631 | +0.1% | 0.04% | -7.3% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,443 | +14.8% | 46,544 | +19.9% | 0.04% | +11.8% |
SO | Buy | SOUTHERN CO | $2,424 | +46.3% | 37,456 | +58.8% | 0.04% | +46.2% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,479 | +5.8% | 155,243 | +5.8% | 0.04% | +2.7% |
ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $2,446 | +11.7% | 55,461 | +16.7% | 0.04% | +8.6% |
FTV | Buy | FORTIVE CORP | $2,380 | +3.5% | 32,097 | +4.3% | 0.04% | +2.8% |
DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $2,409 | +3.8% | 52,716 | +5.4% | 0.04% | 0.0% |
TTE | Buy | TOTALENERGIES SEsponsored ads | $2,380 | +23.6% | 36,186 | +8.4% | 0.04% | +23.3% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,374 | -9.1% | 31,563 | +1.8% | 0.04% | -9.8% |
WFC | Buy | WELLS FARGO CO NEW | $2,338 | +2.4% | 57,221 | +7.0% | 0.04% | 0.0% |
SYK | New | STRYKER CORPORATION | $2,307 | – | 8,444 | +100.0% | 0.04% | – |
LPLA | New | LPL FINL HLDGS INC | $2,344 | – | 9,864 | +100.0% | 0.04% | – |
PH | New | PARKER-HANNIFIN CORP | $2,308 | – | 5,926 | +100.0% | 0.04% | – |
LRCX | New | LAM RESEARCH CORP | $2,324 | – | 3,708 | +100.0% | 0.04% | – |
HYD | Buy | VANECK ETF TRUSThigh yld munietf | $2,282 | -2.6% | 46,506 | +1.9% | 0.04% | -5.4% |
ED | Buy | CONSOLIDATED EDISON INC | $2,213 | +45.1% | 25,871 | +53.4% | 0.03% | +41.7% |
IDV | Buy | ISHARES TRintl sel div etf | $2,214 | +3.9% | 87,179 | +7.8% | 0.03% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,212 | -4.5% | 31,877 | +0.4% | 0.03% | -8.1% |
ACWX | Buy | ISHARES TRmsci acwi ex us | $2,168 | +9.0% | 46,110 | +14.1% | 0.03% | +9.7% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,167 | +1.5% | 38,717 | +4.4% | 0.03% | 0.0% |
BP | Buy | BP PLCsponsored adr | $2,172 | +11.3% | 56,097 | +1.5% | 0.03% | +9.7% |
SAP | Buy | SAP SEspon adr | $2,195 | +1.6% | 16,975 | +7.5% | 0.03% | 0.0% |
IWP | Buy | ISHARES TRrus md cp gr etf | $2,102 | -4.7% | 23,007 | +0.8% | 0.03% | -5.7% |
KLAC | New | KLA CORP | $2,122 | – | 4,627 | +100.0% | 0.03% | – |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,097 | +3.8% | 63,226 | +5.5% | 0.03% | +3.1% |
CTVA | Buy | CORTEVA INC | $2,140 | -10.4% | 41,833 | +0.3% | 0.03% | -13.2% |
SJNK | Buy | SPDR SER TRbloomberg sht te | $2,076 | +127.4% | 84,859 | +129.7% | 0.03% | +128.6% |
SLB | Buy | SCHLUMBERGER LTD | $2,096 | +43.7% | 35,953 | +21.0% | 0.03% | +39.1% |
EPI | Buy | WISDOMTREE TRindia erngs fd | $2,044 | +15.5% | 55,612 | +9.4% | 0.03% | +14.3% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $2,054 | +1.3% | 67,608 | +4.8% | 0.03% | 0.0% |
LH | New | LABORATORY CORP AMER HLDGS | $2,033 | – | 10,113 | +100.0% | 0.03% | – |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,094 | +0.3% | 40,366 | +5.2% | 0.03% | -3.0% |
FISV | Buy | FISERV INC | $2,006 | -5.6% | 17,755 | +5.5% | 0.03% | -8.8% |
ORCL | Buy | ORACLE CORP | $2,012 | -8.1% | 18,992 | +3.3% | 0.03% | -11.4% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,012 | +8.9% | 29,706 | +5.0% | 0.03% | +6.9% |
BKNG | New | BOOKING HOLDINGS INC | $2,029 | – | 658 | +100.0% | 0.03% | – |
ITA | Buy | ISHARES TRus aer def etf | $2,022 | +32.4% | 19,085 | +45.8% | 0.03% | +29.2% |
MMC | Buy | MARSH & MCLENNAN COS INC | $2,015 | +3.9% | 10,589 | +2.7% | 0.03% | 0.0% |
NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $1,907 | +1.9% | 188,037 | +13.2% | 0.03% | 0.0% |
MCK | New | MCKESSON CORP | $1,912 | – | 4,398 | +100.0% | 0.03% | – |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,952 | +34.8% | 26,510 | +37.4% | 0.03% | +30.4% |
VLO | Buy | VALERO ENERGY CORP | $1,943 | +25.7% | 13,708 | +4.0% | 0.03% | +25.0% |
CVS | Buy | CVS HEALTH CORP | $1,907 | +7.9% | 27,311 | +6.9% | 0.03% | +7.1% |
HUM | New | HUMANA INC | $1,889 | – | 3,883 | +100.0% | 0.03% | – |
PCAR | Buy | PACCAR INC | $1,886 | +5.8% | 22,183 | +4.1% | 0.03% | +3.6% |
CSX | Buy | CSX CORP | $1,877 | -6.7% | 61,034 | +3.5% | 0.03% | -9.4% |
GD | New | GENERAL DYNAMICS CORP | $1,843 | – | 8,343 | +100.0% | 0.03% | – |
APTV | Buy | APTIV PLC | $1,812 | +3.7% | 18,384 | +7.4% | 0.03% | 0.0% |
ACGL | Buy | ARCH CAP GROUP LTDord | $1,792 | +21.7% | 22,481 | +14.2% | 0.03% | +21.7% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,830 | +10.1% | 38,730 | +11.1% | 0.03% | +7.7% |
PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,807 | – | 20,079 | +100.0% | 0.03% | – |
TM | New | TOYOTA MOTOR CORPads | $1,826 | – | 10,161 | +100.0% | 0.03% | – |
IDXX | New | IDEXX LABS INC | $1,829 | – | 4,183 | +100.0% | 0.03% | – |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $1,833 | +6.9% | 47,974 | +15.0% | 0.03% | +3.7% |
ANSS | New | ANSYS INC | $1,712 | – | 5,752 | +100.0% | 0.03% | – |
MELI | New | MERCADOLIBRE INC | $1,731 | – | 1,365 | +100.0% | 0.03% | – |
ETR | Buy | ENTERGY CORP NEW | $1,725 | +3.3% | 18,649 | +8.7% | 0.03% | +3.8% |
ON | Buy | ON SEMICONDUCTOR CORP | $1,764 | -0.3% | 18,976 | +1.4% | 0.03% | -3.6% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,741 | -12.9% | 14,056 | +0.4% | 0.03% | -15.6% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,746 | +2.8% | 16,445 | +7.0% | 0.03% | 0.0% |
NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $1,652 | +13.0% | 158,358 | +26.3% | 0.03% | +13.0% |
MSCI | New | MSCI INC | $1,668 | – | 3,252 | +100.0% | 0.03% | – |
D | Buy | DOMINION ENERGY INC | $1,667 | -1.2% | 37,321 | +14.5% | 0.03% | -3.7% |
ROST | Buy | ROSS STORES INC | $1,660 | +2.5% | 14,693 | +1.7% | 0.03% | 0.0% |
JPS | New | NUVEEN PFD & INCOME SECS FD | $1,657 | – | 268,587 | +100.0% | 0.03% | – |
GM | Buy | GENERAL MTRS CO | $1,702 | -11.1% | 51,613 | +3.9% | 0.03% | -13.3% |
GDV | Buy | GABELLI DIVID & INCOME TR | $1,677 | -7.7% | 86,265 | +0.4% | 0.03% | -10.3% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,668 | +16.3% | 44,607 | +24.7% | 0.03% | +13.0% |
FM | Buy | ISHARES INCfrontier and sel | $1,649 | +10.7% | 63,618 | +10.5% | 0.03% | +8.3% |
Buy | GSK PLCsponsored adr | $1,588 | +10.3% | 43,817 | +8.5% | 0.02% | +8.7% | |
PXD | New | PIONEER NAT RES CO | $1,597 | – | 6,957 | +100.0% | 0.02% | – |
LULU | New | LULULEMON ATHLETICA INC | $1,600 | – | 4,148 | +100.0% | 0.02% | – |
NNN | Buy | NNN REIT INC | $1,591 | -12.6% | 45,018 | +5.9% | 0.02% | -13.8% |
GS | New | GOLDMAN SACHS GROUP INC | $1,618 | – | 5,001 | +100.0% | 0.02% | – |
AIG | Buy | AMERICAN INTL GROUP INC | $1,585 | +7.2% | 26,147 | +1.8% | 0.02% | +8.7% |
USIG | Buy | ISHARES TRusd inv grde etf | $1,616 | +62.7% | 33,611 | +69.5% | 0.02% | +56.2% |
TYL | New | TYLER TECHNOLOGIES INC | $1,592 | – | 4,124 | +100.0% | 0.02% | – |
SPYG | New | SPDR SER TRprtflo s&p500 gw | $1,643 | – | 27,718 | +100.0% | 0.02% | – |
MPWR | New | MONOLITHIC PWR SYS INC | $1,576 | – | 3,411 | +100.0% | 0.02% | – |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $1,564 | +9.1% | 161,583 | +23.3% | 0.02% | +4.3% |
FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,554 | +6.4% | 23,986 | +9.6% | 0.02% | +4.3% |
BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,543 | +8.1% | 68,644 | +8.4% | 0.02% | +4.3% |
SU | Buy | SUNCOR ENERGY INC NEW | $1,560 | +88.4% | 45,390 | +60.8% | 0.02% | +84.6% |
DE | New | DEERE & CO | $1,550 | – | 4,109 | +100.0% | 0.02% | – |
SCZ | Buy | ISHARES TReafe sml cp etf | $1,559 | +5.5% | 27,616 | +10.2% | 0.02% | +4.3% |
TGT | Buy | TARGET CORP | $1,535 | -8.1% | 13,883 | +9.6% | 0.02% | -7.7% |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,540 | – | 8,599 | +100.0% | 0.02% | – |
PFFD | Buy | GLOBAL X FDSus pfd etf | $1,461 | +210.9% | 77,686 | +220.5% | 0.02% | +228.6% |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,458 | – | 6,163 | +100.0% | 0.02% | – |
BA | New | BOEING CO | $1,490 | – | 7,774 | +100.0% | 0.02% | – |
JFR | Buy | NUVEEN FLOATING RATE INCOME | $1,508 | +40.9% | 183,681 | +35.5% | 0.02% | +35.3% |
Buy | FIRST TR EXCHANGE-TRADED FDlimited duration | $1,484 | +11.7% | 80,687 | +13.2% | 0.02% | +9.5% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,408 | -2.7% | 18,603 | +7.4% | 0.02% | -4.3% |
NUE | New | NUCOR CORP | $1,411 | – | 9,024 | +100.0% | 0.02% | – |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,415 | -4.0% | 34,305 | +0.5% | 0.02% | -4.3% |
WCN | New | WASTE CONNECTIONS INC | $1,388 | – | 10,291 | +100.0% | 0.02% | – |
JPHY | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $1,402 | +96.6% | 31,946 | +99.9% | 0.02% | +100.0% |
GLOB | New | GLOBANT S A | $1,398 | – | 7,067 | +100.0% | 0.02% | – |
BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,395 | +7.7% | 66,444 | +7.9% | 0.02% | +4.8% |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,387 | – | 6,927 | +100.0% | 0.02% | – |
FPF | Buy | FIRST TR INTER DURATN PFD & | $1,367 | -3.1% | 91,739 | +0.8% | 0.02% | -4.5% |
IWB | New | ISHARES TRrus 1000 etf | $1,335 | – | 5,681 | +100.0% | 0.02% | – |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $1,371 | – | 3,351 | +100.0% | 0.02% | – |
SPLB | New | SPDR SER TRportfolio ln cor | $1,368 | – | 64,387 | +100.0% | 0.02% | – |
UBS | Buy | UBS GROUP AG | $1,327 | +40.4% | 53,826 | +15.4% | 0.02% | +40.0% |
Buy | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,362 | +0.6% | 29,306 | +3.1% | 0.02% | 0.0% | |
CPRT | Buy | COPART INC | $1,345 | -18.5% | 31,217 | +72.5% | 0.02% | -19.2% |
DECK | New | DECKERS OUTDOOR CORP | $1,352 | – | 2,630 | +100.0% | 0.02% | – |
SCHW | Buy | SCHWAB CHARLES CORP | $1,352 | -0.8% | 24,621 | +2.3% | 0.02% | -4.5% |
OEF | New | ISHARES TRs&p 100 etf | $1,363 | – | 6,793 | +100.0% | 0.02% | – |
BIO | New | BIO RAD LABS INCcl a | $1,288 | – | 3,593 | +100.0% | 0.02% | – |
ETW | New | EATON VANCE TAX-MANAGED GLOB | $1,303 | – | 170,533 | +100.0% | 0.02% | – |
APD | New | AIR PRODS & CHEMS INC | $1,285 | – | 4,536 | +100.0% | 0.02% | – |
HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,258 | +4.2% | 31,874 | +4.7% | 0.02% | +5.3% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $1,271 | +0.9% | 16,850 | +1.0% | 0.02% | 0.0% |
NVT | Buy | NVENT ELECTRIC PLC | $1,317 | +34.0% | 24,851 | +30.6% | 0.02% | +25.0% |
NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $1,286 | -5.2% | 138,585 | +8.0% | 0.02% | -4.8% |
PNR | Buy | PENTAIR PLC | $1,319 | +11.2% | 20,369 | +11.0% | 0.02% | +5.3% |
PAYC | New | PAYCOM SOFTWARE INC | $1,322 | – | 5,100 | +100.0% | 0.02% | – |
TRV | New | TRAVELERS COMPANIES INC | $1,278 | – | 7,825 | +100.0% | 0.02% | – |
CFG | Buy | CITIZENS FINL GROUP INC | $1,268 | +12.7% | 47,296 | +9.6% | 0.02% | +11.1% |
ES | Buy | EVERSOURCE ENERGY | $1,226 | -11.2% | 21,090 | +8.3% | 0.02% | -13.6% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,231 | +318.7% | 55,551 | +345.9% | 0.02% | +280.0% |
ICLR | New | ICON PLC | $1,234 | – | 5,012 | +100.0% | 0.02% | – |
SCHQ | Buy | SCHWAB STRATEGIC TRlong term us | $1,245 | +14.5% | 39,302 | +31.2% | 0.02% | +11.8% |
DLR | New | DIGITAL RLTY TR INC | $1,209 | – | 9,991 | +100.0% | 0.02% | – |
KNSL | New | KINSALE CAP GROUP INC | $1,209 | – | 2,921 | +100.0% | 0.02% | – |
RACE | New | FERRARI N V | $1,228 | – | 4,147 | +100.0% | 0.02% | – |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,192 | +7.1% | 16,690 | +13.4% | 0.02% | 0.0% |
EME | New | EMCOR GROUP INC | $1,193 | – | 5,672 | +100.0% | 0.02% | – |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,174 | -4.1% | 31,488 | +2.9% | 0.02% | -5.3% |
ORLY | New | OREILLY AUTOMOTIVE INC | $1,174 | – | 1,292 | +100.0% | 0.02% | – |
Buy | AMERICAN CENTY ETF TRreal estate etf | $1,151 | +18.4% | 30,627 | +29.0% | 0.02% | +20.0% | |
Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,167 | +11.8% | 49,079 | +11.2% | 0.02% | +5.9% | |
REGN | New | REGENERON PHARMACEUTICALS | $1,176 | – | 1,429 | +100.0% | 0.02% | – |
Buy | VANECK ETF TRUSTgreen metals etf | $1,142 | +35.6% | 45,703 | +46.9% | 0.02% | +38.5% | |
CHX | Buy | CHAMPIONX CORPORATION | $1,133 | +42.3% | 31,796 | +24.0% | 0.02% | +38.5% |
ABC | New | CENCORA INC | $1,189 | – | 6,607 | +100.0% | 0.02% | – |
AME | New | AMETEK INC | $1,149 | – | 7,777 | +100.0% | 0.02% | – |
WDAY | New | WORKDAY INCcl a | $1,192 | – | 5,549 | +100.0% | 0.02% | – |
DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT | $1,159 | +1.4% | 84,599 | +4.5% | 0.02% | 0.0% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,150 | +4.8% | 36,599 | +10.8% | 0.02% | +5.9% |
IT | New | GARTNER INC | $1,094 | – | 3,183 | +100.0% | 0.02% | – |
ULTA | New | ULTA BEAUTY INC | $1,070 | – | 2,678 | +100.0% | 0.02% | – |
NCZ | Buy | VIRTUS CONVERTIBLE & INC FD | $1,082 | -10.0% | 392,118 | +1.4% | 0.02% | -10.5% |
FLEX | Buy | FLEX LTDord | $1,100 | -1.0% | 40,768 | +1.5% | 0.02% | -5.6% |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $1,111 | – | 8,399 | +100.0% | 0.02% | – |
AON | New | AON PLC | $1,069 | – | 3,296 | +100.0% | 0.02% | – |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $1,077 | – | 5,029 | +100.0% | 0.02% | – |
CMI | New | CUMMINS INC | $1,115 | – | 4,882 | +100.0% | 0.02% | – |
AXTA | Buy | AXALTA COATING SYS LTD | $1,089 | -13.2% | 40,474 | +5.8% | 0.02% | -15.0% |
TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,068 | +39.4% | 19,032 | +45.7% | 0.02% | +41.7% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $1,120 | +22.7% | 20,284 | +10.4% | 0.02% | +21.4% |
FLT | New | FLEETCOR TECHNOLOGIES INC | $1,107 | – | 4,335 | +100.0% | 0.02% | – |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $1,118 | +35.4% | 27,071 | +18.0% | 0.02% | +30.8% |
DD | Buy | DUPONT DE NEMOURS INC | $1,082 | +9.4% | 14,507 | +4.8% | 0.02% | +6.2% |
HSY | New | HERSHEY CO | $1,099 | – | 5,494 | +100.0% | 0.02% | – |
SRE | New | SEMPRA | $1,121 | – | 16,480 | +100.0% | 0.02% | – |
NCV | Buy | VIRTUS CONVERTIBLE & INCOME | $1,080 | -2.8% | 347,324 | +8.8% | 0.02% | -5.6% |
HEIA | New | HEICO CORP NEWcl a | $1,112 | – | 8,602 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INC | $1,071 | – | 8,570 | +100.0% | 0.02% | – |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,064 | +9.0% | 23,841 | +13.5% | 0.02% | +6.7% |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $1,043 | – | 9,293 | +100.0% | 0.02% | – |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $1,017 | -4.0% | 207,493 | +0.7% | 0.02% | -5.9% |
NBIX | New | NEUROCRINE BIOSCIENCES INC | $1,006 | – | 8,941 | +100.0% | 0.02% | – |
HFRO | Buy | HIGHLAND OPPORTUNITIES | $1,049 | -2.7% | 130,420 | +9.2% | 0.02% | -5.9% |
BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,037 | +5.2% | 128,784 | +0.3% | 0.02% | 0.0% |
SF | Buy | STIFEL FINL CORP | $1,060 | +3.1% | 17,251 | +0.2% | 0.02% | 0.0% |
FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $1,025 | +1.5% | 23,205 | +7.2% | 0.02% | 0.0% |
FERG | New | FERGUSON PLC NEW | $1,025 | – | 6,230 | +100.0% | 0.02% | – |
PHK | Buy | PIMCO HIGH INCOME FD | $1,034 | -4.9% | 234,011 | +7.6% | 0.02% | -5.9% |
GWW | New | GRAINGER W W INC | $1,027 | – | 1,485 | +100.0% | 0.02% | – |
ZTR | New | VIRTUS TOTAL RETURN FD INC | $1,035 | – | 215,622 | +100.0% | 0.02% | – |
New | CAPITAL GROUP CORE EQUITY ET | $1,022 | – | 40,713 | +100.0% | 0.02% | – | |
IWR | Buy | ISHARES TRrus mid cap etf | $1,015 | +31.8% | 14,650 | +39.0% | 0.02% | +33.3% |
DDOG | Buy | DATADOG INC | $1,039 | -6.2% | 11,410 | +1.3% | 0.02% | -11.1% |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,033 | – | 564 | +100.0% | 0.02% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $1,012 | – | 913 | +100.0% | 0.02% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,045 | – | 12,044 | +100.0% | 0.02% | – |
FFC | New | FLAHERTY & CRUMRINE PFD SECS | $1,055 | – | 81,353 | +100.0% | 0.02% | – |
WELL | Buy | WELLTOWER INC | $1,003 | +5.1% | 12,243 | +3.8% | 0.02% | +6.7% |
MCO | New | MOODYS CORP | $938 | – | 2,967 | +100.0% | 0.02% | – |
WAB | New | WABTEC | $956 | – | 8,997 | +100.0% | 0.02% | – |
OPP | Buy | RIVERNORTH DOUBLELINE STRATE | $966 | -7.2% | 122,147 | +0.2% | 0.02% | -6.2% |
EAD | Buy | ALLSPRING INCOME OPPORTUNITinc oppty fd | $975 | -1.3% | 159,854 | +4.4% | 0.02% | -6.2% |
ALB | New | ALBEMARLE CORP | $948 | – | 5,576 | +100.0% | 0.02% | – |
PCTY | New | PAYLOCITY HLDG CORP | $991 | – | 5,456 | +100.0% | 0.02% | – |
RE | New | EVEREST GROUP LTD | $988 | – | 2,657 | +100.0% | 0.02% | – |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $964 | +1.0% | 20,788 | +1.7% | 0.02% | 0.0% |
BKR | Buy | BAKER HUGHES COMPANYcl a | $981 | +43.8% | 27,779 | +28.8% | 0.02% | +36.4% |
LIT | New | GLOBAL X FDSlithium btry etf | $972 | – | 17,626 | +100.0% | 0.02% | – |
NDSN | New | NORDSON CORP | $999 | – | 4,478 | +100.0% | 0.02% | – |
SHW | New | SHERWIN WILLIAMS CO | $987 | – | 3,868 | +100.0% | 0.02% | – |
FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $936 | +32.0% | 18,639 | +35.0% | 0.02% | +36.4% |
FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $946 | +49.4% | 19,312 | +45.8% | 0.02% | +50.0% |
FIVE | New | FIVE BELOW INC | $984 | – | 6,119 | +100.0% | 0.02% | – |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $933 | -1.8% | 15,384 | +9.0% | 0.01% | -6.7% |
DHF | Buy | BNY MELLON HIGH YIELD STRATEsh ben int | $897 | -0.6% | 419,298 | +3.3% | 0.01% | 0.0% |
EIM | Buy | EATON VANCE MUN BD FD | $894 | -6.4% | 99,743 | +3.9% | 0.01% | -6.7% |
ALLE | New | ALLEGION PLC | $874 | – | 8,385 | +100.0% | 0.01% | – |
EXC | Buy | EXELON CORP | $901 | -0.4% | 23,835 | +7.3% | 0.01% | 0.0% |
DHY | Buy | CREDIT SUISSE HIGH YIELD BDsh ben int | $889 | +1.1% | 472,814 | +1.6% | 0.01% | 0.0% |
FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $905 | – | 9,314 | +100.0% | 0.01% | – |
FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $934 | +56.2% | 32,552 | +53.3% | 0.01% | +55.6% |
FE | Buy | FIRSTENERGY CORP | $907 | -7.1% | 26,535 | +5.7% | 0.01% | -6.7% |
FIX | New | COMFORT SYS USA INC | $930 | – | 5,459 | +100.0% | 0.01% | – |
STM | Buy | STMICROELECTRONICS N Vny registry | $896 | +28.4% | 20,767 | +48.6% | 0.01% | +27.3% |
VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $914 | +7.2% | 40,878 | +6.6% | 0.01% | 0.0% |
CHDN | New | CHURCHILL DOWNS INC | $916 | – | 7,891 | +100.0% | 0.01% | – |
BGH | Buy | BARINGS GLOBAL SHORT DURATIO | $902 | -1.2% | 70,996 | +1.3% | 0.01% | 0.0% |
IBTG | Buy | ISHARES TRibonds 26 trm ts | $871 | +33.8% | 38,768 | +34.9% | 0.01% | +40.0% |
RSG | New | REPUBLIC SVCS INC | $898 | – | 6,301 | +100.0% | 0.01% | – |
RELX | Buy | RELX PLCsponsored adr | $879 | +15.2% | 26,097 | +14.3% | 0.01% | +16.7% |
DG | New | DOLLAR GEN CORP NEW | $875 | – | 8,268 | +100.0% | 0.01% | – |
LANC | New | LANCASTER COLONY CORP | $926 | – | 5,609 | +100.0% | 0.01% | – |
BFK | Buy | BLACKROCK MUN INCOME TRsh ben int | $879 | -8.5% | 99,118 | +2.6% | 0.01% | -6.7% |
POOL | New | POOL CORP | $879 | – | 2,468 | +100.0% | 0.01% | – |
PHT | Buy | PIONEER HIGH INCOME FUND INC | $890 | +1.6% | 132,574 | +1.7% | 0.01% | 0.0% |
MHD | Buy | BLACKROCK MUNIHOLDINGS FD IN | $915 | -0.5% | 88,750 | +12.2% | 0.01% | -6.7% |
MYD | Buy | BLACKROCK MUNIYIELD FD INC | $873 | -9.2% | 95,134 | +3.3% | 0.01% | -6.7% |
STE | New | STERIS PLC | $921 | – | 4,197 | +100.0% | 0.01% | – |
A | New | AGILENT TECHNOLOGIES INC | $870 | – | 7,782 | +100.0% | 0.01% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $859 | – | 4,411 | +100.0% | 0.01% | – |
FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $837 | – | 8,654 | +100.0% | 0.01% | – |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $856 | – | 5,362 | +100.0% | 0.01% | – |
New | CAPITAL GROUP DIVIDEND VALUE | $813 | – | 30,703 | +100.0% | 0.01% | – | |
MMU | Buy | WESTERN ASSET MANAGED MUNS F | $865 | -7.6% | 96,843 | +2.7% | 0.01% | -13.3% |
MHI | Buy | PIONEER MUNICIPAL HIGH INCOM | $817 | -9.2% | 112,956 | +7.0% | 0.01% | -7.1% |
IRM | Buy | IRON MTN INC DEL | $849 | +19.1% | 14,279 | +13.8% | 0.01% | +18.2% |
HIO | Buy | WESTERN ASSET HIGH INCOME OP | $869 | -1.2% | 238,836 | +2.6% | 0.01% | -7.1% |
LEO | Buy | BNY MELLON STRATEGIC MUNS IN | $816 | -9.8% | 153,089 | +5.2% | 0.01% | -7.1% |
AVTR | Buy | AVANTOR INC | $809 | +8.6% | 38,396 | +5.8% | 0.01% | +8.3% |
GNR | New | SPDR INDEX SHS FDSglb nat resrce | $815 | – | 14,635 | +100.0% | 0.01% | – |
IWN | New | ISHARES TRrus 2000 val etf | $847 | – | 6,250 | +100.0% | 0.01% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC | $846 | – | 5,633 | +100.0% | 0.01% | – |
EXP | New | EAGLE MATLS INC | $812 | – | 4,879 | +100.0% | 0.01% | – |
JKHY | New | HENRY JACK & ASSOC INC | $823 | – | 5,446 | +100.0% | 0.01% | – |
URI | New | UNITED RENTALS INC | $831 | – | 1,870 | +100.0% | 0.01% | – |
EVN | Buy | EATON VANCE MUNI INCOME TRUSsh ben int | $830 | -5.0% | 93,174 | +6.1% | 0.01% | -7.1% |
UNM | Buy | UNUM GROUP | $821 | +31.2% | 16,692 | +27.2% | 0.01% | +30.0% |
RIO | Buy | RIO TINTO PLCsponsored adr | $870 | +11.1% | 13,670 | +11.5% | 0.01% | +8.3% |
AXON | New | AXON ENTERPRISE INC | $828 | – | 4,162 | +100.0% | 0.01% | – |
ITOT | New | ISHARES TRcore s&p ttl stk | $833 | – | 8,848 | +100.0% | 0.01% | – |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $829 | +10.5% | 51,820 | +6.0% | 0.01% | +8.3% |
LOPE | New | GRAND CANYON ED INC | $827 | – | 7,072 | +100.0% | 0.01% | – |
PHYL | New | PGIM ETF TRactv hy bd etf | $836 | – | 25,027 | +100.0% | 0.01% | – |
KHC | Buy | KRAFT HEINZ CO | $832 | -2.8% | 24,733 | +2.5% | 0.01% | -7.1% |
DEO | New | DIAGEO PLCspon adr new | $862 | – | 5,778 | +100.0% | 0.01% | – |
TECH | Buy | BIO-TECHNE CORP | $834 | -5.7% | 12,256 | +13.1% | 0.01% | -7.1% |
PSA | New | PUBLIC STORAGE | $856 | – | 3,247 | +100.0% | 0.01% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $824 | – | 3,028 | +100.0% | 0.01% | – |
NSC | New | NORFOLK SOUTHN CORP | $863 | – | 4,380 | +100.0% | 0.01% | – |
FDX | New | FEDEX CORP | $833 | – | 3,146 | +100.0% | 0.01% | – |
BLE | Buy | BLACKROCK MUNI INCOME TR II | $860 | -9.3% | 94,064 | +3.3% | 0.01% | -13.3% |
DLTR | New | DOLLAR TREE INC | $789 | – | 7,415 | +100.0% | 0.01% | – |
HPQ | Buy | HP INC | $770 | -11.1% | 29,960 | +6.3% | 0.01% | -14.3% |
IWO | New | ISHARES TRrus 2000 grw etf | $788 | – | 3,516 | +100.0% | 0.01% | – |
KTF | Buy | DWS MUN INCOME TR | $760 | -9.8% | 98,684 | +0.8% | 0.01% | -7.7% |
THC | Buy | TENET HEALTHCARE CORP | $784 | -16.3% | 11,893 | +3.3% | 0.01% | -20.0% |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $786 | – | 13,812 | +100.0% | 0.01% | – |
MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $775 | +68.5% | 91,290 | +46.2% | 0.01% | +71.4% |
HMC | Buy | HONDA MOTOR LTD | $757 | +20.5% | 22,489 | +8.6% | 0.01% | +20.0% |
CRL | New | CHARLES RIV LABS INTL INC | $795 | – | 4,058 | +100.0% | 0.01% | – |
LFUS | New | LITTELFUSE INC | $806 | – | 3,258 | +100.0% | 0.01% | – |
WTM | New | WHITE MTNS INS GROUP LTD | $748 | – | 500 | +100.0% | 0.01% | – |
CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $760 | – | 12,163 | +100.0% | 0.01% | – |
WK | New | WORKIVA INC | $794 | – | 7,839 | +100.0% | 0.01% | – |
ATKR | New | ATKORE INC | $778 | – | 5,215 | +100.0% | 0.01% | – |
IGIB | Buy | ISHARES TR | $749 | +6.8% | 15,403 | +11.1% | 0.01% | +9.1% |
MVF | Buy | BLACKROCK MUNIVEST FD INC | $797 | -5.6% | 131,483 | +4.9% | 0.01% | -7.7% |
HDV | New | ISHARES TRcore high dv etf | $781 | – | 7,903 | +100.0% | 0.01% | – |
PMX | Buy | PIMCO MUN INCOME FD III | $758 | -17.6% | 117,104 | +2.5% | 0.01% | -20.0% |
GPN | New | GLOBAL PMTS INC | $768 | – | 6,654 | +100.0% | 0.01% | – |
MAV | Buy | PIONEER MUNICIPAL HIGH INCOM | $771 | -9.5% | 114,558 | +6.2% | 0.01% | -7.7% |
WHR | New | WHIRLPOOL CORP | $775 | – | 5,798 | +100.0% | 0.01% | – |
DSM | Buy | BNY MELLON STRATEGIC MUN BD | $754 | -7.7% | 151,727 | +5.8% | 0.01% | -7.7% |
SUI | New | SUN CMNTYS INC | $795 | – | 6,714 | +100.0% | 0.01% | – |
Buy | HALEON PLCspon ads | $765 | +12.0% | 91,880 | +12.8% | 0.01% | +9.1% | |
MLM | New | MARTIN MARIETTA MATLS INC | $764 | – | 1,861 | +100.0% | 0.01% | – |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $716 | – | 5,528 | +100.0% | 0.01% | – |
DT | Buy | DYNATRACE INC | $710 | -8.4% | 15,189 | +0.8% | 0.01% | -8.3% |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $739 | – | 4,524 | +100.0% | 0.01% | – |
EEM | Buy | ISHARES TRmsci emg mkt etf | $697 | +9.4% | 18,357 | +14.0% | 0.01% | +10.0% |
DVY | New | ISHARES TRselect divid etf | $679 | – | 6,308 | +100.0% | 0.01% | – |
RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $689 | -65.1% | 18,928 | +8.8% | 0.01% | -64.5% |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $700 | – | 5,252 | +100.0% | 0.01% | – |
IBTK | Buy | ISHARES TRibond dec 2030 | $717 | +4.7% | 37,930 | +8.7% | 0.01% | 0.0% |
IEX | New | IDEX CORP | $730 | – | 3,509 | +100.0% | 0.01% | – |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $680 | -2.6% | 65,429 | +1.1% | 0.01% | 0.0% |
HUBS | New | HUBSPOT INC | $696 | – | 1,413 | +100.0% | 0.01% | – |
BIIB | New | BIOGEN INC | $728 | – | 2,832 | +100.0% | 0.01% | – |
MTN | New | VAIL RESORTS INC | $707 | – | 3,186 | +100.0% | 0.01% | – |
New | JACOBS SOLUTIONS INC | $724 | – | 5,305 | +100.0% | 0.01% | – | |
DOV | New | DOVER CORP | $732 | – | 5,247 | +100.0% | 0.01% | – |
REG | Buy | REGENCY CTRS CORP | $694 | +1.8% | 11,676 | +5.8% | 0.01% | 0.0% |
ALGN | New | ALIGN TECHNOLOGY INC | $732 | – | 2,396 | +100.0% | 0.01% | – |
MANH | New | MANHATTAN ASSOCIATES INC | $725 | – | 3,670 | +100.0% | 0.01% | – |
EXPO | New | EXPONENT INC | $715 | – | 8,351 | +100.0% | 0.01% | – |
EXPD | New | EXPEDITORS INTL WASH INC | $725 | – | 6,326 | +100.0% | 0.01% | – |
ENB | Buy | ENBRIDGE INC | $736 | -1.6% | 22,093 | +9.9% | 0.01% | -8.3% |
CNQ | New | CANADIAN NAT RES LTD | $707 | – | 10,937 | +100.0% | 0.01% | – |
AER | New | AERCAP HOLDINGS NV | $711 | – | 11,338 | +100.0% | 0.01% | – |
GTLS | New | CHART INDS INC | $722 | – | 4,267 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC | $669 | – | 7,046 | +100.0% | 0.01% | – |
PPG | New | PPG INDS INC | $651 | – | 5,014 | +100.0% | 0.01% | – |
PFGC | Buy | PERFORMANCE FOOD GROUP CO | $616 | -0.6% | 10,472 | +1.8% | 0.01% | 0.0% |
BEN | Buy | FRANKLIN RESOURCES INC | $623 | -6.2% | 25,350 | +2.0% | 0.01% | -9.1% |
SBI | Buy | WESTERN ASSET INTER MUNI FD | $665 | -5.8% | 92,836 | +0.2% | 0.01% | -9.1% |
FANG | New | DIAMONDBACK ENERGY INC | $628 | – | 4,057 | +100.0% | 0.01% | – |
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $631 | – | 10,203 | +100.0% | 0.01% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $645 | – | 3,704 | +100.0% | 0.01% | – |
TMDX | Buy | TRANSMEDICS GROUP INC | $642 | -32.3% | 11,729 | +3.9% | 0.01% | -33.3% |
BLV | New | VANGUARD BD INDEX FDSlong term bond | $664 | – | 9,908 | +100.0% | 0.01% | – |
TDG | New | TRANSDIGM GROUP INC | $672 | – | 797 | +100.0% | 0.01% | – |
BG | New | BUNGE LIMITED | $640 | – | 5,914 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY-CLARK CORP | $632 | – | 5,233 | +100.0% | 0.01% | – |
RS | New | RELIANCE STEEL & ALUMINUM CO | $628 | – | 2,396 | +100.0% | 0.01% | – |
EMGF | Buy | ISHARES INCemng mkts eqt | $652 | +8.1% | 15,934 | +9.8% | 0.01% | 0.0% |
STZ | New | CONSTELLATION BRANDS INCcl a | $625 | – | 2,488 | +100.0% | 0.01% | – |
MDB | New | MONGODB INCcl a | $622 | – | 1,798 | +100.0% | 0.01% | – |
XNTK | New | SPDR SER TRnyse tech etf | $669 | – | 4,900 | +100.0% | 0.01% | – |
SLV | Buy | ISHARES SILVER TRishares | $635 | +48.7% | 31,209 | +52.7% | 0.01% | +42.9% |
TREX | New | TREX CO INC | $623 | – | 10,103 | +100.0% | 0.01% | – |
RNR | New | RENAISSANCERE HLDGS LTD | $631 | – | 3,187 | +100.0% | 0.01% | – |
KMX | New | CARMAX INC | $638 | – | 9,023 | +100.0% | 0.01% | – |
ING | Buy | ING GROEP N.V.sponsored adr | $634 | -0.5% | 48,105 | +1.7% | 0.01% | 0.0% |
SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $651 | -12.1% | 26,271 | +14.3% | 0.01% | -16.7% |
NI | Buy | NISOURCE INC | $614 | -1.8% | 24,889 | +9.0% | 0.01% | 0.0% |
AZO | New | AUTOZONE INC | $643 | – | 253 | +100.0% | 0.01% | – |
WAT | New | WATERS CORP | $614 | – | 2,239 | +100.0% | 0.01% | – |
WEC | New | WEC ENERGY GROUP INC | $571 | – | 7,085 | +100.0% | 0.01% | – |
EMN | New | EASTMAN CHEM CO | $594 | – | 7,747 | +100.0% | 0.01% | – |
EFX | New | EQUIFAX INC | $585 | – | 3,196 | +100.0% | 0.01% | – |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $553 | +14.0% | 14,102 | +15.3% | 0.01% | +12.5% |
RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $594 | – | 12,931 | +100.0% | 0.01% | – |
GATX | New | GATX CORP | $568 | – | 5,223 | +100.0% | 0.01% | – |
GMAB | Buy | GENMAB A/Ssponsored ads | $583 | +4.7% | 16,530 | +12.9% | 0.01% | 0.0% |
GWRE | New | GUIDEWIRE SOFTWARE INC | $569 | – | 6,318 | +100.0% | 0.01% | – |
COO | New | COOPER COS INC | $595 | – | 1,871 | +100.0% | 0.01% | – |
New | CONSTELLATION ENERGY CORP | $578 | – | 5,298 | +100.0% | 0.01% | – | |
MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $549 | 0.0% | 23,374 | +3.8% | 0.01% | 0.0% |
CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $560 | +0.9% | 12,034 | +11.4% | 0.01% | 0.0% |
OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $585 | – | 12,760 | +100.0% | 0.01% | – |
INVH | Buy | INVITATION HOMES INC | $563 | -5.7% | 17,781 | +2.4% | 0.01% | 0.0% |
IJK | New | ISHARES TRs&p mc 400gr etf | $562 | – | 7,785 | +100.0% | 0.01% | – |
IVLU | Buy | ISHARES TRmsci intl vlu ft | $588 | +98.6% | 23,197 | +99.5% | 0.01% | +80.0% |
CDW | New | CDW CORP | $607 | – | 3,007 | +100.0% | 0.01% | – |
SGOV | New | ISHARES TR0-3 mnth treasry | $593 | – | 5,892 | +100.0% | 0.01% | – |
BBSC | New | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $590 | – | 11,051 | +100.0% | 0.01% | – |
Buy | BROOKFIELD CORPcl a ltd vt sh | $605 | +69.9% | 19,265 | +82.5% | 0.01% | +50.0% | |
LAD | New | LITHIA MTRS INC | $594 | – | 2,012 | +100.0% | 0.01% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $562 | – | 10,642 | +100.0% | 0.01% | – |
MRNA | New | MODERNA INC | $566 | – | 5,475 | +100.0% | 0.01% | – |
MUSA | New | MURPHY USA INC | $595 | – | 1,741 | +100.0% | 0.01% | – |
RTOKY | Buy | RENTOKIL INITIAL PLCsponsored adr | $573 | 0.0% | 15,474 | +5.4% | 0.01% | 0.0% |
SPSC | New | SPS COMM INC | $608 | – | 3,561 | +100.0% | 0.01% | – |
SDY | New | SPDR SER TRs&p divid etf | $568 | – | 4,942 | +100.0% | 0.01% | – |
SPHY | Buy | SPDR SER TRportfli high yld | $581 | +13.5% | 25,893 | +15.5% | 0.01% | +12.5% |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $590 | – | 11,845 | +100.0% | 0.01% | – |
SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $565 | – | 13,385 | +100.0% | 0.01% | – |
SGEN | New | SEAGEN INC | $597 | – | 2,816 | +100.0% | 0.01% | – |
ADSK | New | AUTODESK INC | $609 | – | 2,941 | +100.0% | 0.01% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $595 | – | 6,038 | +100.0% | 0.01% | – |
AGOX | New | STARBOARD INVT TRadaptive alpha | $611 | – | 26,954 | +100.0% | 0.01% | – |
TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $580 | +35.5% | 37,477 | +37.7% | 0.01% | +28.6% |
TDY | New | TELEDYNE TECHNOLOGIES INC | $590 | – | 1,445 | +100.0% | 0.01% | – |
MMM | New | 3M CO | $558 | – | 5,955 | +100.0% | 0.01% | – |
TSCO | New | TRACTOR SUPPLY CO | $554 | – | 2,728 | +100.0% | 0.01% | – |
WM | New | WASTE MGMT INC DEL | $578 | – | 3,791 | +100.0% | 0.01% | – |
DTD | New | WISDOMTREE TRus total dividnd | $567 | – | 9,425 | +100.0% | 0.01% | – |
TEL | New | TE CONNECTIVITY LTD | $562 | – | 4,552 | +100.0% | 0.01% | – |
CYBR | New | CYBERARK SOFTWARE LTD | $577 | – | 3,525 | +100.0% | 0.01% | – |
WSM | New | WILLIAMS SONOMA INC | $498 | – | 3,207 | +100.0% | 0.01% | – |
POST | New | POST HLDGS INC | $484 | – | 5,650 | +100.0% | 0.01% | – |
WING | New | WINGSTOP INC | $502 | – | 2,790 | +100.0% | 0.01% | – |
HAS | New | HASBRO INC | $547 | – | 8,264 | +100.0% | 0.01% | – |
LYV | New | LIVE NATION ENTERTAINMENT IN | $507 | – | 6,110 | +100.0% | 0.01% | – |
LECO | New | LINCOLN ELEC HLDGS INC | $523 | – | 2,878 | +100.0% | 0.01% | – |
IWD | New | ISHARES TRrus 1000 val etf | $531 | – | 3,500 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC | $512 | – | 4,256 | +100.0% | 0.01% | – |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $527 | 0.0% | 14,049 | +2.0% | 0.01% | 0.0% |
MTDR | New | MATADOR RES CO | $485 | – | 8,157 | +100.0% | 0.01% | – |
ROK | New | ROCKWELL AUTOMATION INC | $493 | – | 1,726 | +100.0% | 0.01% | – |
New | THOMSON REUTERS CORP. | $533 | – | 4,338 | +100.0% | 0.01% | – | |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $494 | – | 9,234 | +100.0% | 0.01% | – |
IQDG | Buy | WISDOMTREE TRintl qulty div | $485 | +39.8% | 15,162 | +50.2% | 0.01% | +60.0% |
NEU | New | NEWMARKET CORP | $539 | – | 1,184 | +100.0% | 0.01% | – |
DGX | New | QUEST DIAGNOSTICS INC | $506 | – | 4,155 | +100.0% | 0.01% | – |
ENPH | New | ENPHASE ENERGY INC | $503 | – | 4,185 | +100.0% | 0.01% | – |
SAIA | New | SAIA INC | $514 | – | 1,290 | +100.0% | 0.01% | – |
CW | New | CURTISS WRIGHT CORP | $511 | – | 2,614 | +100.0% | 0.01% | – |
FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $497 | +23.0% | 23,829 | +25.0% | 0.01% | +33.3% |
ROLL | New | RBC BEARINGS INC | $536 | – | 2,290 | +100.0% | 0.01% | – |
FJP | New | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $487 | – | 9,783 | +100.0% | 0.01% | – |
PKG | New | PACKAGING CORP AMER | $535 | – | 3,482 | +100.0% | 0.01% | – |
MOH | New | MOLINA HEALTHCARE INC | $545 | – | 1,663 | +100.0% | 0.01% | – |
SKX | New | SKECHERS U S A INCcl a | $530 | – | 10,837 | +100.0% | 0.01% | – |
VMC | New | VULCAN MATLS CO | $503 | – | 2,490 | +100.0% | 0.01% | – |
GGG | New | GRACO INC | $504 | – | 6,920 | +100.0% | 0.01% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $508 | – | 7,595 | +100.0% | 0.01% | – |
ICVT | New | ISHARES TRconv bd etf | $501 | – | 6,760 | +100.0% | 0.01% | – |
FDL | New | FIRST TR MORNINGSTAR DIVID L | $546 | – | 16,329 | +100.0% | 0.01% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $503 | – | 1,212 | +100.0% | 0.01% | – |
WEN | Buy | WENDYS CO | $505 | -4.5% | 24,728 | +1.7% | 0.01% | 0.0% |
SLYV | New | SPDR SER TRs&p 600 smcp val | $492 | – | 6,796 | +100.0% | 0.01% | – |
New | DRAFTKINGS INC NEW | $505 | – | 17,137 | +100.0% | 0.01% | – | |
FICO | New | FAIR ISAAC CORP | $534 | – | 615 | +100.0% | 0.01% | – |
ARW | New | ARROW ELECTRS INC | $479 | – | 3,822 | +100.0% | 0.01% | – |
UFPI | New | UFP INDUSTRIES INC | $434 | – | 4,241 | +100.0% | 0.01% | – |
LNG | New | CHENIERE ENERGY INC | $428 | – | 2,579 | +100.0% | 0.01% | – |
ITGR | New | INTEGER HLDGS CORP | $462 | – | 5,892 | +100.0% | 0.01% | – |
TXRH | New | TEXAS ROADHOUSE INC | $474 | – | 4,936 | +100.0% | 0.01% | – |
ARGX | New | ARGENX SEsponsored adr | $420 | – | 855 | +100.0% | 0.01% | – |
CAG | Buy | CONAGRA BRANDS INC | $440 | +5.0% | 16,034 | +29.0% | 0.01% | 0.0% |
EEMV | New | ISHARES INCmsci emerg mrkt | $424 | – | 8,003 | +100.0% | 0.01% | – |
EWZ | Buy | ISHARES INCmsci brazil etf | $479 | +22.5% | 15,620 | +29.7% | 0.01% | +16.7% |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $422 | – | 3,005 | +100.0% | 0.01% | – |
CL | New | COLGATE PALMOLIVE CO | $475 | – | 6,678 | +100.0% | 0.01% | – |
OMC | New | OMNICOM GROUP INC | $452 | – | 6,067 | +100.0% | 0.01% | – |
STT | New | STATE STR CORP | $452 | – | 6,756 | +100.0% | 0.01% | – |
BWA | Buy | BORGWARNER INC | $453 | -11.5% | 11,216 | +7.1% | 0.01% | -12.5% |
EGP | New | EASTGROUP PPTYS INC | $450 | – | 2,703 | +100.0% | 0.01% | – |
EBAY | New | EBAY INC. | $463 | – | 10,507 | +100.0% | 0.01% | – |
USSG | New | DBX ETF TRxtrckr msci us | $425 | – | 10,710 | +100.0% | 0.01% | – |
OAS | New | CHORD ENERGY CORPORATION | $467 | – | 2,884 | +100.0% | 0.01% | – |
QRVO | New | QORVO INC | $421 | – | 4,410 | +100.0% | 0.01% | – |
BL | New | BLACKLINE INC | $446 | – | 8,044 | +100.0% | 0.01% | – |
RPM | New | RPM INTL INC | $468 | – | 4,934 | +100.0% | 0.01% | – |
OC | New | OWENS CORNING NEW | $422 | – | 3,093 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC | $459 | – | 8,242 | +100.0% | 0.01% | – |
RGEN | New | REPLIGEN CORP | $472 | – | 2,968 | +100.0% | 0.01% | – |
WWD | New | WOODWARD INC | $460 | – | 3,698 | +100.0% | 0.01% | – |
NTES | New | NETEASE INCsponsored ads | $426 | – | 4,254 | +100.0% | 0.01% | – |
EXR | New | EXTRA SPACE STORAGE INC | $453 | – | 3,726 | +100.0% | 0.01% | – |
MEDP | New | MEDPACE HLDGS INC | $459 | – | 1,894 | +100.0% | 0.01% | – |
AGGY | New | WISDOMTREE TRyield enhancd us | $454 | – | 10,944 | +100.0% | 0.01% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL INC | $450 | – | 5,081 | +100.0% | 0.01% | – |
WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $481 | – | 11,571 | +100.0% | 0.01% | – |
FDS | New | FACTSET RESH SYS INC | $482 | – | 1,102 | +100.0% | 0.01% | – |
CBOE | New | CBOE GLOBAL MKTS INC | $465 | – | 2,976 | +100.0% | 0.01% | – |
BSY | New | BENTLEY SYS INC | $478 | – | 9,531 | +100.0% | 0.01% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $470 | – | 5,097 | +100.0% | 0.01% | – |
FR | New | FIRST INDL RLTY TR INC | $429 | – | 9,012 | +100.0% | 0.01% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $480 | – | 2,441 | +100.0% | 0.01% | – |
FEP | Buy | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $459 | +29.7% | 13,919 | +35.5% | 0.01% | +16.7% |
AYI | New | ACUITY BRANDS INC | $474 | – | 2,783 | +100.0% | 0.01% | – |
MTUM | New | ISHARES TRmsci usa mmentm | $467 | – | 3,361 | +100.0% | 0.01% | – |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $467 | +4.0% | 11,263 | +9.9% | 0.01% | 0.0% |
ALL | New | ALLSTATE CORP | $444 | – | 3,989 | +100.0% | 0.01% | – |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $438 | +5.3% | 13,838 | +7.4% | 0.01% | 0.0% |
AVB | New | AVALONBAY CMNTYS INC | $425 | – | 2,476 | +100.0% | 0.01% | – |
DIOD | New | DIODES INC | $425 | – | 5,392 | +100.0% | 0.01% | – |
THG | New | HANOVER INS GROUP INC | $455 | – | 4,096 | +100.0% | 0.01% | – |
JBHT | New | HUNT J B TRANS SVCS INC | $482 | – | 2,558 | +100.0% | 0.01% | – |
CWST | New | CASELLA WASTE SYS INCcl a | $457 | – | 5,983 | +100.0% | 0.01% | – |
CNC | New | CENTENE CORP DEL | $432 | – | 6,267 | +100.0% | 0.01% | – |
BAX | New | BAXTER INTL INC | $410 | – | 10,857 | +100.0% | 0.01% | – |
PII | New | POLARIS INC | $369 | – | 3,543 | +100.0% | 0.01% | – |
PIPR | New | PIPER SANDLER COMPANIES | $379 | – | 2,605 | +100.0% | 0.01% | – |
FIS | New | FIDELITY NATL INFORMATION SV | $402 | – | 7,282 | +100.0% | 0.01% | – |
CF | New | CF INDS HLDGS INC | $405 | – | 4,725 | +100.0% | 0.01% | – |
GIB | New | CGI INCcl a sub vtg | $394 | – | 3,974 | +100.0% | 0.01% | – |
TTEK | New | TETRA TECH INC NEW | $376 | – | 2,474 | +100.0% | 0.01% | – |
FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $389 | – | 282 | +100.0% | 0.01% | – |
BCS | Buy | BARCLAYS PLCadr | $417 | +10.9% | 53,531 | +12.0% | 0.01% | 0.0% |
H | New | HYATT HOTELS CORP | $363 | – | 3,419 | +100.0% | 0.01% | – |
AWI | New | ARMSTRONG WORLD INDS INC NEW | $418 | – | 5,800 | +100.0% | 0.01% | – |
COF | New | CAPITAL ONE FINL CORP | $359 | – | 3,700 | +100.0% | 0.01% | – |
SAN | Buy | BANCO SANTANDER S.A.adr | $413 | +19.0% | 109,851 | +17.5% | 0.01% | +20.0% |
WSO | New | WATSCO INC | $357 | – | 945 | +100.0% | 0.01% | – |
FSLR | New | FIRST SOLAR INC | $399 | – | 2,467 | +100.0% | 0.01% | – |
MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $377 | – | 4,616 | +100.0% | 0.01% | – |
AMN | New | AMN HEALTHCARE SVCS INC | $367 | – | 4,310 | +100.0% | 0.01% | – |
QTEC | New | FIRST TR NASDAQ 100 TECH IND | $376 | – | 2,587 | +100.0% | 0.01% | – |
IQV | New | IQVIA HLDGS INC | $372 | – | 1,889 | +100.0% | 0.01% | – |
CABO | New | CABLE ONE INC | $419 | – | 681 | +100.0% | 0.01% | – |
IEV | New | ISHARES TReurope etf | $355 | – | 7,436 | +100.0% | 0.01% | – |
TXT | New | TEXTRON INC | $415 | – | 5,307 | +100.0% | 0.01% | – |
SPT | New | SPROUT SOCIAL INC | $372 | – | 7,461 | +100.0% | 0.01% | – |
VICI | Buy | VICI PPTYS INC | $373 | +12.0% | 12,816 | +21.0% | 0.01% | +20.0% |
DLB | New | DOLBY LABORATORIES INC | $374 | – | 4,716 | +100.0% | 0.01% | – |
MKL | New | MARKEL GROUP INC | $365 | – | 248 | +100.0% | 0.01% | – |
AEIS | New | ADVANCED ENERGY INDS | $358 | – | 3,469 | +100.0% | 0.01% | – |
New | APOLLO GLOBAL MGMT INC | $409 | – | 4,561 | +100.0% | 0.01% | – | |
CHD | New | CHURCH & DWIGHT CO INC | $414 | – | 4,516 | +100.0% | 0.01% | – |
OKE | New | ONEOK INC NEW | $365 | – | 5,752 | +100.0% | 0.01% | – |
BXP | New | BOSTON PROPERTIES INC | $408 | – | 6,855 | +100.0% | 0.01% | – |
IMO | New | IMPERIAL OIL LTD | $370 | – | 6,009 | +100.0% | 0.01% | – |
EVR | New | EVERCORE INCclass a | $392 | – | 2,842 | +100.0% | 0.01% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $369 | – | 4,528 | +100.0% | 0.01% | – |
FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $373 | – | 3,417 | +100.0% | 0.01% | – |
WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $370 | +30.7% | 15,897 | +30.5% | 0.01% | +50.0% |
LSCC | New | LATTICE SEMICONDUCTOR CORP | $390 | – | 4,542 | +100.0% | 0.01% | – |
CVCO | New | CAVCO INDS INC DEL | $390 | – | 1,469 | +100.0% | 0.01% | – |
INMD | Buy | INMODE LTD | $381 | -3.8% | 12,516 | +18.1% | 0.01% | 0.0% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $371 | -5.1% | 10,660 | +1.0% | 0.01% | 0.0% |
QLYS | New | QUALYS INC | $366 | – | 2,402 | +100.0% | 0.01% | – |
EL | New | LAUDER ESTEE COS INCcl a | $387 | – | 2,675 | +100.0% | 0.01% | – |
New | ASPEN TECHNOLOGY INC | $390 | – | 1,910 | +100.0% | 0.01% | – | |
FMC | New | FMC CORP | $365 | – | 5,443 | +100.0% | 0.01% | – |
LII | New | LENNOX INTL INC | $413 | – | 1,102 | +100.0% | 0.01% | – |
PRGO | Buy | PERRIGO CO PLC | $361 | +4.0% | 11,300 | +10.5% | 0.01% | +20.0% |
IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $360 | – | 5,275 | +100.0% | 0.01% | – |
WTFC | New | WINTRUST FINL CORP | $409 | – | 5,419 | +100.0% | 0.01% | – |
LITE | New | LUMENTUM HLDGS INC | $382 | – | 8,464 | +100.0% | 0.01% | – |
GLPI | New | GAMING & LEISURE PPTYS INC | $405 | – | 8,885 | +100.0% | 0.01% | – |
QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $418 | – | 6,239 | +100.0% | 0.01% | – |
BBY | New | BEST BUY INC | $374 | – | 5,381 | +100.0% | 0.01% | – |
UNF | New | UNIFIRST CORP MASS | $384 | – | 2,358 | +100.0% | 0.01% | – |
DTE | New | DTE ENERGY CO | $363 | – | 3,660 | +100.0% | 0.01% | – |
FSS | New | FEDERAL SIGNAL CORP | $362 | – | 6,059 | +100.0% | 0.01% | – |
WRB | New | BERKLEY W R CORP | $402 | – | 6,334 | +100.0% | 0.01% | – |
VALE | Buy | VALE S Asponsored ads | $381 | +7.0% | 28,410 | +7.2% | 0.01% | 0.0% |
IUSG | New | ISHARES TRcore s&p us gwt | $313 | – | 3,300 | +100.0% | 0.01% | – |
NOV | Buy | NOV INC | $316 | +36.2% | 15,135 | +4.7% | 0.01% | +25.0% |
OVV | New | OVINTIV INC | $292 | – | 6,137 | +100.0% | 0.01% | – |
NVR | New | NVR INC | $352 | – | 59 | +100.0% | 0.01% | – |
MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $328 | – | 95,521 | +100.0% | 0.01% | – |
POWI | New | POWER INTEGRATIONS INC | $322 | – | 4,224 | +100.0% | 0.01% | – |
KWR | New | QUAKER HOUGHTON | $309 | – | 1,932 | +100.0% | 0.01% | – |
PHG | Buy | KONINKLIJKE PHILIPS N V | $333 | -5.1% | 16,703 | +3.1% | 0.01% | -16.7% |
New | KENVUE INC | $308 | – | 15,356 | +100.0% | 0.01% | – | |
RF | New | REGIONS FINANCIAL CORP NEW | $312 | – | 18,131 | +100.0% | 0.01% | – |
K | New | KELLANOVA | $309 | – | 5,187 | +100.0% | 0.01% | – |
JHML | New | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $306 | – | 5,765 | +100.0% | 0.01% | – |
JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $311 | – | 6,190 | +100.0% | 0.01% | – |
REYN | Buy | REYNOLDS CONSUMER PRODS INC | $309 | +3.0% | 12,058 | +13.6% | 0.01% | 0.0% |
New | BROOKFIELD ASSET MANAGMT LTD | $308 | – | 9,187 | +100.0% | 0.01% | – | |
New | RIVIAN AUTOMOTIVE INC | $298 | – | 12,282 | +100.0% | 0.01% | – | |
BRO | New | BROWN & BROWN INC | $349 | – | 4,996 | +100.0% | 0.01% | – |
RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $333 | – | 3,422 | +100.0% | 0.01% | – |
CHRW | New | C H ROBINSON WORLDWIDE INC | $345 | – | 4,011 | +100.0% | 0.01% | – |
CMS | New | CMS ENERGY CORP | $343 | – | 6,467 | +100.0% | 0.01% | – |
BWXT | New | BWX TECHNOLOGIES INC | $354 | – | 4,722 | +100.0% | 0.01% | – |
CPT | New | CAMDEN PPTY TRsh ben int | $333 | – | 3,523 | +100.0% | 0.01% | – |
AVY | New | AVERY DENNISON CORP | $338 | – | 1,848 | +100.0% | 0.01% | – |
VLUE | New | ISHARES TRmsci usa value | $335 | – | 3,694 | +100.0% | 0.01% | – |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $298 | -2.6% | 12,431 | +0.2% | 0.01% | 0.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $292 | -7.3% | 16,427 | +1.7% | 0.01% | 0.0% |
ATO | New | ATMOS ENERGY CORP | $310 | – | 2,927 | +100.0% | 0.01% | – |
ABG | New | ASBURY AUTOMOTIVE GROUP INC | $297 | – | 1,292 | +100.0% | 0.01% | – |
SLAB | New | SILICON LABORATORIES INC | $339 | – | 2,925 | +100.0% | 0.01% | – |
AOS | New | SMITH A O CORP | $317 | – | 4,795 | +100.0% | 0.01% | – |
SXI | New | STANDEX INTL CORP | $293 | – | 2,014 | +100.0% | 0.01% | – |
STLD | New | STEEL DYNAMICS INC | $331 | – | 3,091 | +100.0% | 0.01% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $314 | – | 3,906 | +100.0% | 0.01% | – |
New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $293 | – | 5,671 | +100.0% | 0.01% | – | |
TER | New | TERADYNE INC | $316 | – | 3,144 | +100.0% | 0.01% | – |
INGR | New | INGREDION INC | $312 | – | 3,176 | +100.0% | 0.01% | – |
IDA | New | IDACORP INC | $319 | – | 3,409 | +100.0% | 0.01% | – |
ITT | New | ITT INC | $337 | – | 3,445 | +100.0% | 0.01% | – |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $316 | +6.4% | 18,166 | +2.7% | 0.01% | 0.0% |
HES | New | HESS CORP | $332 | – | 2,171 | +100.0% | 0.01% | – |
UTHR | New | UNITED THERAPEUTICS CORP DEL | $303 | – | 1,341 | +100.0% | 0.01% | – |
GDX | New | VANECK ETF TRUSTgold miners etf | $310 | – | 11,507 | +100.0% | 0.01% | – |
AMH | New | AMERICAN HOMES 4 RENTcl a | $297 | – | 8,802 | +100.0% | 0.01% | – |
HALO | New | HALOZYME THERAPEUTICS INC | $293 | – | 7,663 | +100.0% | 0.01% | – |
GVA | New | GRANITE CONSTR INC | $308 | – | 8,105 | +100.0% | 0.01% | – |
VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $329 | – | 2,213 | +100.0% | 0.01% | – |
GMED | New | GLOBUS MED INCcl a | $331 | – | 6,668 | +100.0% | 0.01% | – |
ROCK | New | GIBRALTAR INDS INC | $301 | – | 4,460 | +100.0% | 0.01% | – |
FLCB | Buy | FRANKLIN TEMPLETON ETF TRus core bond etf | $318 | +40.1% | 15,511 | +46.4% | 0.01% | +25.0% |
VAW | New | VANGUARD WORLD FDSmaterials etf | $336 | – | 1,947 | +100.0% | 0.01% | – |
FOXF | New | FOX FACTORY HLDG CORP | $302 | – | 3,051 | +100.0% | 0.01% | – |
AIN | New | ALBANY INTL CORPcl a | $301 | – | 3,493 | +100.0% | 0.01% | – |
FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $309 | – | 5,195 | +100.0% | 0.01% | – |
ADC | New | AGREE RLTY CORP | $291 | – | 5,263 | +100.0% | 0.01% | – |
VST | New | VISTRA CORP | $295 | – | 8,889 | +100.0% | 0.01% | – |
DVN | New | DEVON ENERGY CORP NEW | $334 | – | 7,005 | +100.0% | 0.01% | – |
ACHC | New | ACADIA HEALTHCARE COMPANY IN | $316 | – | 4,498 | +100.0% | 0.01% | – |
Buy | WARNER BROS DISCOVERY INC | $338 | -6.4% | 31,167 | +8.4% | 0.01% | -16.7% | |
XRAY | New | DENTSPLY SIRONA INC | $313 | – | 9,168 | +100.0% | 0.01% | – |
DLS | New | WISDOMTREE TRintl smcap div | $320 | – | 5,572 | +100.0% | 0.01% | – |
USMF | New | WISDOMTREE TRus multifactor | $345 | – | 8,983 | +100.0% | 0.01% | – |
EVRG | New | EVERGY INC | $332 | – | 6,541 | +100.0% | 0.01% | – |
XEL | New | XCEL ENERGY INC | $311 | – | 5,439 | +100.0% | 0.01% | – |
EQR | New | EQUITY RESIDENTIALsh ben int | $296 | – | 5,047 | +100.0% | 0.01% | – |
ELS | New | EQUITY LIFESTYLE PPTYS INC | $307 | – | 4,816 | +100.0% | 0.01% | – |
AMCR | Buy | AMCOR PLCord | $312 | -4.6% | 34,023 | +3.9% | 0.01% | 0.0% |
EHC | New | ENCOMPASS HEALTH CORP | $298 | – | 4,434 | +100.0% | 0.01% | – |
FN | New | FABRINET | $328 | – | 1,967 | +100.0% | 0.01% | – |
ARKK | New | ARK ETF TRinnovation etf | $345 | – | 8,703 | +100.0% | 0.01% | – |
DNB | Buy | DUN & BRADSTREET HLDGS INC | $302 | -11.2% | 30,190 | +2.9% | 0.01% | 0.0% |
DPZ | New | DOMINOS PIZZA INC | $336 | – | 887 | +100.0% | 0.01% | – |
DAR | New | DARLING INGREDIENTS INC | $307 | – | 5,888 | +100.0% | 0.01% | – |
DVA | New | DAVITA INC | $332 | – | 3,516 | +100.0% | 0.01% | – |
NTAP | New | NETAPP INC | $308 | – | 4,056 | +100.0% | 0.01% | – |
OHI | New | OMEGA HEALTHCARE INVS INC | $319 | – | 9,614 | +100.0% | 0.01% | – |
CM | New | CANADIAN IMPERIAL BK COMM TO | $275 | – | 7,117 | +100.0% | 0.00% | – |
CRI | New | CARTERS INC | $259 | – | 3,741 | +100.0% | 0.00% | – |
HUBB | New | HUBBELL INC | $250 | – | 797 | +100.0% | 0.00% | – |
PNW | New | PINNACLE WEST CAP CORP | $275 | – | 3,727 | +100.0% | 0.00% | – |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $239 | +8.1% | 13,031 | +18.6% | 0.00% | +33.3% |
HAYW | Buy | HAYWARD HLDGS INC | $275 | +22.8% | 19,488 | +12.0% | 0.00% | 0.0% |
ORAN | Buy | ORANGEsponsored adr | $242 | +9.0% | 21,101 | +10.8% | 0.00% | 0.0% |
ANGL | New | VANECK ETF TRUSTfallen angel hg | $236 | – | 8,714 | +100.0% | 0.00% | – |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $278 | – | 5,511 | +100.0% | 0.00% | – |
HLNE | New | HAMILTON LANE INCcl a | $228 | – | 2,516 | +100.0% | 0.00% | – |
New | ON HLDG AGnamen akt a | $262 | – | 9,432 | +100.0% | 0.00% | – | |
GPI | New | GROUP 1 AUTOMOTIVE INC | $236 | – | 877 | +100.0% | 0.00% | – |
GVI | New | ISHARES TRintrm gov cr etf | $237 | – | 2,343 | +100.0% | 0.00% | – |
GL | New | GLOBE LIFE INC | $239 | – | 2,201 | +100.0% | 0.00% | – |
DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $230 | – | 4,944 | +100.0% | 0.00% | – |
AEE | New | AMEREN CORP | $264 | – | 3,529 | +100.0% | 0.00% | – |
IWY | New | ISHARES TRrus tp200 gr etf | $258 | – | 1,677 | +100.0% | 0.00% | – |
AFB | Buy | ALLIANCEBERNSTEIN NATL MUN I | $247 | -6.4% | 26,486 | +7.6% | 0.00% | 0.0% |
FLQL | New | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $260 | – | 6,046 | +100.0% | 0.00% | – |
FELE | New | FRANKLIN ELEC INC | $250 | – | 2,802 | +100.0% | 0.00% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $275 | – | 2,173 | +100.0% | 0.00% | – |
BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $264 | -0.8% | 27,308 | +4.3% | 0.00% | 0.0% |
USPH | New | U S PHYSICAL THERAPY | $232 | – | 2,531 | +100.0% | 0.00% | – |
SANM | New | SANMINA CORPORATION | $269 | – | 4,963 | +100.0% | 0.00% | – |
GUNR | New | FLEXSHARES TRmornstar upstr | $281 | – | 6,954 | +100.0% | 0.00% | – |
MARB | New | FIRST TR EXCH TRADED FD IIImerger arbitra | $273 | – | 13,540 | +100.0% | 0.00% | – |
New | CRANE COMPANY | $264 | – | 2,968 | +100.0% | 0.00% | – | |
AVT | New | AVNET INC | $241 | – | 4,996 | +100.0% | 0.00% | – |
AZAJ | New | AIM ETF PRODUCTS TRUSTus lrgcp b10 jan | $240 | – | 8,549 | +100.0% | 0.00% | – |
FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $261 | – | 8,704 | +100.0% | 0.00% | – |
MTZ | New | MASTEC INC | $245 | – | 3,410 | +100.0% | 0.00% | – |
LGOV | New | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $246 | – | 12,125 | +100.0% | 0.00% | – |
INTF | New | ISHARES TRintl eqty factor | $252 | – | 9,738 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES INCcl c | $228 | – | 3,312 | +100.0% | 0.00% | – |
CBT | New | CABOT CORP | $248 | – | 3,577 | +100.0% | 0.00% | – |
FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $286 | – | 2,572 | +100.0% | 0.00% | – |
FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $279 | – | 7,384 | +100.0% | 0.00% | – |
FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $285 | – | 16,374 | +100.0% | 0.00% | – |
WPC | New | WP CAREY INC | $252 | – | 4,659 | +100.0% | 0.00% | – |
BCPC | New | BALCHEM CORP | $271 | – | 2,184 | +100.0% | 0.00% | – |
NOG | New | NORTHERN OIL & GAS INC | $226 | – | 5,620 | +100.0% | 0.00% | – |
CSWI | New | CSW INDUSTRIALS INC | $232 | – | 1,324 | +100.0% | 0.00% | – |
IAGG | New | ISHARES TRcore intl aggr | $282 | – | 5,787 | +100.0% | 0.00% | – |
RWR | New | SPDR SER TRdj reit etf | $246 | – | 2,961 | +100.0% | 0.00% | – |
EMD | Buy | WESTERN ASSET EMERGING MKTS | $257 | -3.4% | 31,002 | +0.5% | 0.00% | 0.0% |
New | FEDERAL RLTY INVT TR NEWsh ben int new | $285 | – | 3,146 | +100.0% | 0.00% | – | |
IBTJ | New | ISHARES TRibonds 29 trm ts | $286 | – | 13,630 | +100.0% | 0.00% | – |
SM | New | SM ENERGY CO | $226 | – | 5,704 | +100.0% | 0.00% | – |
JBL | New | JABIL INC | $251 | – | 1,980 | +100.0% | 0.00% | – |
BLDR | New | BUILDERS FIRSTSOURCE INC | $233 | – | 1,868 | +100.0% | 0.00% | – |
BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $253 | – | 5,040 | +100.0% | 0.00% | – |
BRKR | New | BRUKER CORP | $266 | – | 4,268 | +100.0% | 0.00% | – |
DON | New | WISDOMTREE TRus midcap divid | $244 | – | 5,967 | +100.0% | 0.00% | – |
EPS | New | WISDOMTREE TRus largecap fund | $241 | – | 5,264 | +100.0% | 0.00% | – |
REXR | New | REXFORD INDL RLTY INC | $245 | – | 4,957 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $248 | – | 1,676 | +100.0% | 0.00% | – |
NXST | New | NEXSTAR MEDIA GROUP INC | $286 | – | 1,993 | +100.0% | 0.00% | – |
New | WORLD GOLD TRspdr gld minis | $270 | – | 7,366 | +100.0% | 0.00% | – | |
XYL | New | XYLEM INC | $258 | – | 2,835 | +100.0% | 0.00% | – |
EPAM | New | EPAM SYS INC | $281 | – | 1,099 | +100.0% | 0.00% | – |
ZS | New | ZSCALER INC | $268 | – | 1,724 | +100.0% | 0.00% | – |
LNTH | New | LANTHEUS HLDGS INC | $277 | – | 3,983 | +100.0% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC | $237 | – | 2,571 | +100.0% | 0.00% | – |
ASX | Buy | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $276 | -0.4% | 36,754 | +3.2% | 0.00% | 0.0% |
PUK | New | PRUDENTIAL PLCadr | $234 | – | 10,653 | +100.0% | 0.00% | – |
LBRT | New | LIBERTY ENERGY INC | $270 | – | 14,561 | +100.0% | 0.00% | – |
ARKG | New | ARK ETF TRgenomic rev etf | $279 | – | 10,029 | +100.0% | 0.00% | – |
MORN | New | MORNINGSTAR INC | $279 | – | 1,193 | +100.0% | 0.00% | – |
NDAQ | New | NASDAQ INC | $276 | – | 5,690 | +100.0% | 0.00% | – |
SRCL | New | STERICYCLE INC | $256 | – | 5,731 | +100.0% | 0.00% | – |
IPKW | New | INVESCO EXCH TRADED FD TR IIintl buyback | $255 | – | 7,281 | +100.0% | 0.00% | – |
ELF | New | E L F BEAUTY INC | $252 | – | 2,296 | +100.0% | 0.00% | – |
STAG | New | STAG INDL INC | $278 | – | 8,059 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $282 | – | 1,928 | +100.0% | 0.00% | – |
KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $272 | – | 3,464 | +100.0% | 0.00% | – |
ITCI | New | INTRA-CELLULAR THERAPIES INC | $289 | – | 5,545 | +100.0% | 0.00% | – |
TRNO | New | TERRENO RLTY CORP | $269 | – | 4,729 | +100.0% | 0.00% | – |
CHH | New | CHOICE HOTELS INTL INC | $234 | – | 1,913 | +100.0% | 0.00% | – |
SITM | New | SITIME CORP | $268 | – | 2,345 | +100.0% | 0.00% | – |
IBB | New | ISHARES TRishares biotech | $238 | – | 1,944 | +100.0% | 0.00% | – |
CNMD | New | CONMED CORP | $273 | – | 2,709 | +100.0% | 0.00% | – |
TKR | New | TIMKEN CO | $235 | – | 3,192 | +100.0% | 0.00% | – |
BLD | New | TOPBUILD CORP | $275 | – | 1,092 | +100.0% | 0.00% | – |
TTC | New | TORO CO | $287 | – | 3,451 | +100.0% | 0.00% | – |
IPAR | New | INTER PARFUMS INC | $257 | – | 1,913 | +100.0% | 0.00% | – |
SSD | New | SIMPSON MFG INC | $230 | – | 1,535 | +100.0% | 0.00% | – |
TW | New | TRADEWEB MKTS INCcl a | $274 | – | 3,412 | +100.0% | 0.00% | – |
NSP | New | INSPERITY INC | $254 | – | 2,605 | +100.0% | 0.00% | – |
MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $261 | – | 1,481 | +100.0% | 0.00% | – |
DORM | New | DORMAN PRODS INC | $268 | – | 3,534 | +100.0% | 0.00% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $272 | – | 1,300 | +100.0% | 0.00% | – |
IX | New | ORIX CORPsponsored adr | $245 | – | 2,608 | +100.0% | 0.00% | – |
MTH | New | MERITAGE HOMES CORP | $214 | – | 1,745 | +100.0% | 0.00% | – |
VXF | New | VANGUARD INDEX FDSextend mkt etf | $212 | – | 1,478 | +100.0% | 0.00% | – |
AGNC | New | AGNC INVT CORP | $223 | – | 23,579 | +100.0% | 0.00% | – |
ENS | New | ENERSYS | $220 | – | 2,323 | +100.0% | 0.00% | – |
SYLD | New | CAMBRIA ETF TR | $217 | – | 3,514 | +100.0% | 0.00% | – |
CNNE | New | CANNAE HLDGS INC | $189 | – | 10,134 | +100.0% | 0.00% | – |
BOX | New | BOX INCcl a | $218 | – | 9,001 | +100.0% | 0.00% | – |
RBC | New | REGAL REXNORD CORPORATION | $215 | – | 1,508 | +100.0% | 0.00% | – |
CMCO | New | COLUMBUS MCKINNON CORP N Y | $210 | – | 6,017 | +100.0% | 0.00% | – |
MMS | New | MAXIMUS INC | $210 | – | 2,815 | +100.0% | 0.00% | – |
IAC | New | IAC INC | $201 | – | 3,988 | +100.0% | 0.00% | – |
VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $205 | – | 2,994 | +100.0% | 0.00% | – |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $223 | – | 2,229 | +100.0% | 0.00% | – |
KIM | Buy | KIMCO RLTY CORP | $185 | -9.3% | 10,517 | +1.4% | 0.00% | 0.0% |
New | INVENTRUST PPTYS CORP | $208 | – | 8,731 | +100.0% | 0.00% | – | |
LAMR | New | LAMAR ADVERTISING CO NEWcl a | $200 | – | 2,401 | +100.0% | 0.00% | – |
New | FIRSTCASH HOLDINGS INC | $213 | – | 2,120 | +100.0% | 0.00% | – | |
SITC | New | SITE CTRS CORP | $180 | – | 14,624 | +100.0% | 0.00% | – |
PRFT | New | PERFICIENT INC | $210 | – | 3,637 | +100.0% | 0.00% | – |
FTXO | New | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $222 | – | 10,729 | +100.0% | 0.00% | – |
New | NOBLE CORP PLC | $206 | – | 4,071 | +100.0% | 0.00% | – | |
SUSL | New | ISHARES TResg msci leadr | $213 | – | 2,822 | +100.0% | 0.00% | – |
BPOP | New | POPULAR INC | $206 | – | 3,267 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS INDS INC | $217 | – | 1,063 | +100.0% | 0.00% | – |
BURL | New | BURLINGTON STORES INC | $203 | – | 1,500 | +100.0% | 0.00% | – |
LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $213 | – | 99,904 | +100.0% | 0.00% | – |
EWU | New | ISHARES TRmsci uk etf new | $209 | – | 6,596 | +100.0% | 0.00% | – |
New | CCC INTELLIGENT SOLUTIONS HL | $210 | – | 15,747 | +100.0% | 0.00% | – | |
IGR | Buy | CBRE GBL REAL ESTATE INC FD | $210 | -6.7% | 46,757 | +8.5% | 0.00% | -25.0% |
DASH | New | DOORDASH INCcl a | $221 | – | 2,782 | +100.0% | 0.00% | – |
SMPL | New | SIMPLY GOOD FOODS CO | $221 | – | 6,415 | +100.0% | 0.00% | – |
ILMN | New | ILLUMINA INC | $220 | – | 1,606 | +100.0% | 0.00% | – |
MOGA | New | MOOG INCcl a | $219 | – | 1,943 | +100.0% | 0.00% | – |
UGI | New | UGI CORP NEW | $215 | – | 9,349 | +100.0% | 0.00% | – |
ROAD | New | CONSTRUCTION PARTNERS INC | $203 | – | 5,564 | +100.0% | 0.00% | – |
New | ENOVIS CORPORATION | $204 | – | 3,878 | +100.0% | 0.00% | – | |
VNO | New | VORNADO RLTY TRsh ben int | $209 | – | 9,199 | +100.0% | 0.00% | – |
MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $211 | – | 2,784 | +100.0% | 0.00% | – |
ONTO | New | ONTO INNOVATION INC | $219 | – | 1,716 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $174 | – | 18,361 | +100.0% | 0.00% | – |
JMUB | New | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $212 | – | 4,385 | +100.0% | 0.00% | – |
IHDG | New | WISDOMTREE TRitl hdg qtly div | $204 | – | 5,262 | +100.0% | 0.00% | – |
WHD | New | CACTUS INCcl a | $208 | – | 4,144 | +100.0% | 0.00% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $209 | – | 919 | +100.0% | 0.00% | – |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $219 | – | 7,438 | +100.0% | 0.00% | – |
VTRS | New | VIATRIS INC | $211 | – | 21,438 | +100.0% | 0.00% | – |
BHC | New | BAUSCH HEALTH COS INC | $169 | – | 20,607 | +100.0% | 0.00% | – |
New | CAPITAL GROUP GROWTH ETF | $209 | – | 8,527 | +100.0% | 0.00% | – | |
ALSN | New | ALLISON TRANSMISSION HLDGS I | $206 | – | 3,494 | +100.0% | 0.00% | – |
SABR | New | SABRE CORP | $125 | – | 27,810 | +100.0% | 0.00% | – |
FPI | New | FARMLAND PARTNERS INC | $108 | – | 10,537 | +100.0% | 0.00% | – |
MUI | New | BLACKROCK MUNICIPAL INCOME | $161 | – | 15,908 | +100.0% | 0.00% | – |
New | MAINSTAY CBRE GBL INFRA MEG | $131 | – | 11,088 | +100.0% | 0.00% | – | |
New | CHECKPOINT THERAPEUTICS INC | $102 | – | 59,932 | +100.0% | 0.00% | – | |
ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $150 | – | 10,827 | +100.0% | 0.00% | – |
INN | New | SUMMIT HOTEL PPTYS INC | $115 | – | 19,818 | +100.0% | 0.00% | – |
DB | New | DEUTSCHE BANK A Gnamen akt | $138 | – | 12,516 | +100.0% | 0.00% | – |
FOLD | New | AMICUS THERAPEUTICS INC | $128 | – | 10,524 | +100.0% | 0.00% | – |
JRI | New | NUVEEN REAL ASSET INCOME & G | $156 | – | 14,697 | +100.0% | 0.00% | – |
FDEU | New | FIRST TR DYNAMIC EUROPE EQUI | $154 | – | 12,430 | +100.0% | 0.00% | – |
AM | New | ANTERO MIDSTREAM CORP | $155 | – | 12,921 | +100.0% | 0.00% | – |
MBI | New | MBIA INC | $160 | – | 22,258 | +100.0% | 0.00% | – |
WIW | New | WESTERN AST INFL LKD OPP & I | $158 | – | 19,203 | +100.0% | 0.00% | – |
New | BLACKROCK ESG CAP ALLC TERM | $152 | – | 10,281 | +100.0% | 0.00% | – | |
OXLC | New | OXFORD LANE CAP CORP | $97 | – | 19,371 | +100.0% | 0.00% | – |
MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $81 | – | 19,126 | +100.0% | 0.00% | – |
AWP | New | ABRDN GLOBAL PREMIER PPTYS F | $77 | – | 21,231 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC | $59 | – | 12,547 | +100.0% | 0.00% | – |
ABEV | New | AMBEV SAsponsored adr | $82 | – | 31,933 | +100.0% | 0.00% | – |
New | NATWEST GROUP PLCspons adr | $59 | – | 10,121 | +100.0% | 0.00% | – | |
TEF | New | TELEFONICA S Asponsored adr | $59 | – | 14,610 | +100.0% | 0.00% | – |
TEI | New | TEMPLETON EMERGING MKTS INCO | $50 | – | 10,837 | +100.0% | 0.00% | – |
BBD | New | BANCO BRADESCO S Asp adr pfd new | $44 | – | 15,581 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORPsponsored adr | $93 | – | 24,850 | +100.0% | 0.00% | – |
MCR | New | MFS CHARTER INCOME TRsh ben int | $71 | – | 12,152 | +100.0% | 0.00% | – |
SHCR | New | SHARECARE INC | $20 | – | 21,551 | +100.0% | 0.00% | – |
New | SONENDO INC | $8 | – | 11,242 | +100.0% | 0.00% | – | |
SCYX | New | SCYNEXIS INC | $32 | – | 14,000 | +100.0% | 0.00% | – |
DM | New | DESKTOP METAL INC | $29 | – | 20,027 | +100.0% | 0.00% | – |
FRBK | New | REPUBLIC FIRST BANCORP INC | $9 | – | 49,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS INDEX FD | 35 | Q3 2023 | 13.7% |
ISHARES TR CORE MSCI EAFE ETF | 34 | Q3 2023 | 14.1% |
ISHARES TR MSCI USA MINIMUM VOLATILITY ETF | 34 | Q3 2023 | 6.4% |
ISHARES INC CORE MSCI EMERGING MKTS ETF | 32 | Q3 2023 | 13.5% |
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 | 32 | Q3 2023 | 0.4% |
UNITEDHEALTH GROUP INC COM | 31 | Q3 2023 | 0.4% |
JP MORGAN CHASE & CO ISINUS46625H1005 | 31 | Q3 2023 | 0.5% |
VERIZON COMMUNICATIONS INC COM | 31 | Q3 2023 | 0.5% |
EXXON MOBIL CORP COM | 31 | Q3 2023 | 0.5% |
ISHARES TR FLTG RATE NT ETF | 31 | Q3 2023 | 0.6% |
View PARK AVENUE SECURITIES LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
X-17A-5 | 2024-02-29 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-18 |
X-17A-5 | 2023-02-28 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-27 |
View PARK AVENUE SECURITIES 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.