$2.27 Billion is the total value of WASHINGTON TRUST Co's 1361 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | Apple Inc | $111,286,157 | -12.8% | 649,998 | -1.2% | 4.90% | -9.1% |
SPY | Buy | State Street ETF/USAtr unit | $98,231,056 | -3.2% | 229,791 | +0.4% | 4.32% | +1.0% |
IWR | Buy | BlackRock Fund Advisorsrus mid cap etf | $72,610,841 | -3.5% | 1,048,532 | +1.7% | 3.19% | +0.6% |
MSFT | Sell | MICROSOFT CORP | $69,496,260 | -8.1% | 220,099 | -0.9% | 3.06% | -4.2% |
IWM | Buy | ISHARESrussell 2000 etf | $63,995,433 | -4.3% | 362,088 | +1.4% | 2.82% | -0.1% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $60,323,188 | +7.9% | 460,975 | -1.3% | 2.65% | +12.6% |
V | Sell | VISA INC | $58,330,536 | -4.0% | 253,600 | -0.8% | 2.57% | +0.2% |
VOO | Buy | VANGUARD | $58,200,889 | -3.1% | 148,207 | +0.4% | 2.56% | +1.0% |
AMZN | Sell | Amazon.com Inc | $58,174,561 | -3.5% | 457,635 | -1.1% | 2.56% | +0.6% |
TMO | Sell | Thermo Fisher Scientific Inc | $53,937,475 | -3.6% | 106,560 | -0.6% | 2.37% | +0.6% |
IWB | Buy | BlackRock Fund Advisorsrus 1000 etf | $50,742,439 | -3.3% | 216,008 | +0.3% | 2.23% | +0.9% |
MDY | Buy | STATE STREET ETF/USAutser1 s&pdcrp | $48,854,544 | -3.7% | 106,987 | +1.0% | 2.15% | +0.4% |
AVGO | Sell | Broadcom Inc | $42,108,745 | -6.2% | 50,698 | -2.0% | 1.85% | -2.2% |
HD | Sell | Home Depot Inc/The | $36,717,577 | -3.1% | 121,517 | -0.4% | 1.62% | +1.0% |
NVDA | Sell | NVIDIA Corp | $34,733,082 | -2.5% | 79,848 | -5.2% | 1.53% | +1.7% |
JPM | Sell | JPMorgan Chase & Co | $32,504,928 | -5.4% | 224,141 | -5.1% | 1.43% | -1.2% |
FB | Sell | FACEBOOK INCcl a | $27,788,037 | +4.6% | 92,562 | -0.0% | 1.22% | +9.0% |
PANW | Sell | Palo Alto Networks Inc | $27,754,648 | -9.6% | 118,387 | -1.5% | 1.22% | -5.7% |
ACN | Sell | Accenture PLC | $26,612,310 | -1.2% | 86,654 | -0.7% | 1.17% | +3.1% |
VYM | Sell | VANGUARD WHITEHALLhigh div yld | $25,097,771 | -4.5% | 242,913 | -2.0% | 1.10% | -0.4% |
TJX | Sell | TJX Cos Inc/The | $22,250,576 | +4.8% | 250,344 | -0.0% | 0.98% | +9.3% |
IQV | Buy | IQVIA Holdings Inc | $21,067,400 | -12.1% | 107,077 | +0.4% | 0.93% | -8.3% |
JNJ | Sell | Johnson & Johnson | $20,755,868 | -6.1% | 133,264 | -0.2% | 0.91% | -2.0% |
BDX | Sell | BECTON DICKINSON | $20,670,507 | -3.3% | 79,954 | -1.3% | 0.91% | +0.8% |
MMC | Sell | MARSH & MCLENNAN | $20,611,774 | -0.0% | 108,312 | -1.2% | 0.91% | +4.4% |
VRSK | Sell | Verisk Analytics Inc | $19,838,018 | +2.8% | 83,974 | -1.7% | 0.87% | +7.2% |
PEP | Buy | PEPSICO INC | $19,732,474 | -8.4% | 116,457 | +0.2% | 0.87% | -4.4% |
IYF | Sell | BlackRock Fund Advisorsu.s. finls etf | $19,631,752 | -4.1% | 262,597 | -4.3% | 0.86% | 0.0% |
ADP | Sell | AUTOMATIC DATA PROCESSING | $19,393,876 | +8.2% | 80,613 | -1.2% | 0.85% | +12.8% |
NEE | Buy | NEXTERA ENERGY | $19,300,142 | -22.1% | 336,885 | +0.9% | 0.85% | -18.8% |
ADI | Buy | ANALOG DEVICES INC | $19,079,557 | -10.1% | 108,970 | +0.0% | 0.84% | -6.3% |
COST | Sell | Costco Wholesale Corp | $18,957,233 | +4.8% | 33,555 | -0.1% | 0.83% | +9.3% |
EL | Buy | ESTEE LAUDER COScl a | $18,926,654 | -25.6% | 130,935 | +1.1% | 0.83% | -22.3% |
VCSH | Buy | VANGUARD ETF/USAshrt trm corp bd | $18,544,615 | -0.1% | 246,768 | +0.6% | 0.82% | +4.2% |
WSO | Sell | WATSCO INC | $18,406,295 | -6.2% | 48,730 | -5.3% | 0.81% | -2.2% |
BLK | Buy | BlackRock Inc | $17,790,112 | -6.2% | 27,518 | +0.3% | 0.78% | -2.1% |
ADBE | Sell | Adobe Inc | $17,737,891 | +4.1% | 34,787 | -0.2% | 0.78% | +8.5% |
CVS | Sell | CVS Health Corp | $17,473,502 | +0.0% | 250,265 | -0.9% | 0.77% | +4.3% |
EQIX | Sell | EQUINIX INC | $17,087,445 | -8.1% | 23,528 | -0.8% | 0.75% | -4.1% |
WMT | Buy | Walmart Inc | $16,998,640 | +1.9% | 106,288 | +0.1% | 0.75% | +6.4% |
IEFA | Buy | ISHAREScore msci eafe | $16,795,157 | -0.8% | 260,997 | +4.1% | 0.74% | +3.5% |
WASH | Sell | Washington Trust Bancorp Inc | $16,783,401 | -9.5% | 637,425 | -7.9% | 0.74% | -5.6% |
SYK | Buy | Stryker Corp | $16,760,196 | -10.4% | 61,332 | +0.1% | 0.74% | -6.6% |
WAB | Buy | Westinghouse Air Brake Technol | $16,689,809 | -2.6% | 157,051 | +0.5% | 0.73% | +1.5% |
APTV | Sell | Aptiv PLC | $16,685,470 | -3.5% | 169,241 | -0.1% | 0.73% | +0.7% |
SPGI | Buy | S&P Global Inc | $16,669,639 | -8.3% | 45,619 | +0.6% | 0.73% | -4.4% |
Buy | Jacobs Solutions Inc | $16,338,914 | +16.2% | 119,699 | +1.2% | 0.72% | +21.2% | |
IEMG | Sell | BlackRock Fund Advisorscore msci emkt | $16,239,897 | -4.1% | 341,246 | -0.7% | 0.71% | 0.0% |
KLAC | Sell | KLA Corp | $16,096,672 | -6.1% | 35,095 | -0.7% | 0.71% | -2.1% |
MDLZ | Sell | KRAFT FOODS INCcl a | $16,010,650 | -5.1% | 230,701 | -0.3% | 0.70% | -1.1% |
HON | Buy | Honeywell International Inc | $15,729,688 | -10.7% | 85,145 | +0.2% | 0.69% | -6.9% |
CMCSA | Sell | Comcast Corpcl a | $15,637,965 | +6.1% | 352,683 | -0.6% | 0.69% | +10.6% |
AGG | Sell | iShares ETFs/USAcore us aggbd et | $15,499,014 | -5.1% | 164,813 | -1.1% | 0.68% | -0.9% |
SYY | Buy | Sysco Corp | $15,229,281 | -9.3% | 230,572 | +1.9% | 0.67% | -5.4% |
BKNG | Buy | Booking Holdings Inc | $14,747,449 | +15.6% | 4,782 | +1.2% | 0.65% | +20.6% |
PYPL | Buy | PayPal Holdings Inc | $14,614,941 | -11.3% | 249,999 | +1.3% | 0.64% | -7.5% |
CRM | Buy | SALESFORCE.COM INC | $14,552,912 | +2.9% | 71,767 | +7.2% | 0.64% | +7.4% |
ISRG | Buy | Intuitive Surgical Inc | $14,527,105 | -13.1% | 49,701 | +1.6% | 0.64% | -9.4% |
RTX | Sell | RTX Corp | $14,481,947 | -27.4% | 201,222 | -1.2% | 0.64% | -24.3% |
UBER | Sell | Uber Technologies Inc | $14,175,406 | +6.0% | 308,228 | -0.5% | 0.62% | +10.6% |
AKAM | Sell | Akamai Technologies Inc | $13,980,818 | +17.1% | 131,226 | -1.3% | 0.62% | +22.0% |
GVI | Buy | BlackRock Fund Advisorsintrm gov cr etf | $13,661,108 | -0.8% | 134,818 | +0.7% | 0.60% | +3.4% |
CSCO | Sell | CISCO SYSTEMS | $13,312,428 | +3.3% | 247,627 | -0.6% | 0.59% | +7.7% |
IJR | Buy | BlackRock Fund Advisorscore s&p scp etf | $13,054,329 | -2.8% | 138,390 | +2.6% | 0.57% | +1.2% |
AMGN | Sell | Amgen Inc | $13,026,529 | +20.2% | 48,469 | -0.7% | 0.57% | +25.4% |
BX | Buy | Blackstone Inc | $13,002,296 | +23.3% | 121,358 | +7.0% | 0.57% | +28.5% |
LMT | Buy | Lockheed Martin Corp | $12,987,343 | -11.0% | 31,757 | +0.1% | 0.57% | -7.3% |
QCOM | Buy | QUALCOMM Inc | $12,592,428 | -6.5% | 113,384 | +0.2% | 0.55% | -2.5% |
ABT | Buy | Abbott Laboratories | $12,471,569 | -10.6% | 128,772 | +0.6% | 0.55% | -6.8% |
PG | Buy | Procter & Gamble Co/The | $12,416,333 | -3.7% | 85,125 | +0.2% | 0.55% | +0.4% |
CB | Sell | CHUBB LIMITED COM | $12,121,073 | +7.9% | 58,224 | -0.2% | 0.53% | +12.4% |
BA | Buy | BOEING CO | $12,119,352 | -6.9% | 63,227 | +2.6% | 0.53% | -2.9% |
BR | Sell | BROADRIDGE FIN SOL | $11,808,348 | +7.2% | 65,950 | -0.9% | 0.52% | +11.6% |
ASML | Buy | ASML HOLDING NV | $11,651,347 | -16.9% | 19,793 | +2.3% | 0.51% | -13.2% |
PFE | Buy | Pfizer Inc | $11,600,843 | -8.9% | 349,739 | +0.7% | 0.51% | -5.0% |
AMT | Buy | American Tower Corp | $11,492,753 | -12.2% | 69,886 | +3.6% | 0.51% | -8.3% |
LYV | Buy | LIVE NAT ENTER INC | $10,415,873 | -5.9% | 125,432 | +3.2% | 0.46% | -1.9% |
BAC | Sell | BK OF AMERICA CORP | $10,010,457 | -16.1% | 365,612 | -12.0% | 0.44% | -12.5% |
T | Buy | AT&T INC | $9,634,384 | -4.4% | 641,437 | +1.5% | 0.42% | -0.2% |
Buy | GXO Logistics Inc | $9,258,841 | +11246.2% | 157,866 | +12052.9% | 0.41% | +13466.7% | |
VEU | Sell | Vanguard ETF/USAallwrld ex us | $9,186,799 | -5.2% | 177,112 | -0.6% | 0.40% | -1.2% |
LLY | Buy | Eli Lilly & Co | $8,712,785 | +463.1% | 16,221 | +391.7% | 0.38% | +489.2% |
WM | Buy | WASTE MANAGEMENT | $8,508,438 | -11.6% | 55,815 | +0.6% | 0.37% | -7.9% |
VIG | Buy | VANGUARD ETF/USAdiv app etf | $8,068,107 | -1.6% | 51,925 | +2.9% | 0.36% | +2.6% |
EFA | Sell | BlackRock Fund Advisorsmsci eafe etf | $7,846,267 | -5.1% | 113,846 | -0.2% | 0.34% | -1.1% |
DIS | Sell | Walt Disney Co/The | $7,803,494 | -11.0% | 96,280 | -2.0% | 0.34% | -7.3% |
MDT | Buy | Medtronic PLC | $7,751,841 | -10.8% | 98,926 | +0.3% | 0.34% | -7.1% |
VZ | Sell | VERIZON COMMUN | $7,435,536 | -24.0% | 229,421 | -12.8% | 0.33% | -20.6% |
AMCR | Buy | Amcor PLCord | $7,428,357 | -6.3% | 810,956 | +2.0% | 0.33% | -2.1% |
VTI | Buy | VANGUARD ETF/USAtotal stk mkt | $7,172,236 | -0.5% | 33,766 | +3.2% | 0.32% | +3.6% |
GLW | Buy | CORNING INC | $6,818,424 | -11.8% | 223,775 | +1.4% | 0.30% | -8.0% |
TIP | Sell | ISHARES TRUSTtips bd etf | $5,543,523 | -4.4% | 53,447 | -0.8% | 0.24% | 0.0% |
D | Sell | DOMINION RES(VIR) | $5,486,504 | -15.6% | 122,823 | -2.1% | 0.24% | -12.0% |
IJH | Buy | BlackRock Fund Advisorscore s&p mcp etf | $5,419,622 | -1.5% | 21,735 | +3.3% | 0.24% | +2.6% |
FIS | Buy | Fidelity National Information | $5,334,163 | +4.3% | 96,511 | +3.3% | 0.24% | +8.8% |
CTSH | Sell | COGNIZANT TECHNOLOcl a | $5,319,418 | +2.4% | 78,527 | -1.3% | 0.23% | +6.8% |
BRKB | Sell | Berkshire Hathaway Inccl b new | $5,067,090 | +1.8% | 14,465 | -0.9% | 0.22% | +6.2% |
XOM | Buy | Exxon Mobil Corp | $4,837,594 | +25.2% | 41,143 | +14.2% | 0.21% | +30.7% |
SCHP | Sell | CHARLES SCHWAB INVESTMENT MANAGEMENT INCus tips etf | $4,809,627 | -4.7% | 95,259 | -1.0% | 0.21% | -0.5% |
ABBV | Sell | AbbVie Inc | $4,594,178 | +10.3% | 30,821 | -0.3% | 0.20% | +14.8% |
GOOG | Sell | Alphabet Inccap stk cl c | $3,673,737 | +2.2% | 27,863 | -6.2% | 0.16% | +6.6% |
MRK | Sell | Merck & Co Inc | $3,634,649 | -11.4% | 35,305 | -0.7% | 0.16% | -7.5% |
MCD | Sell | MCDONALD'S CORP | $3,417,870 | -13.2% | 12,974 | -1.6% | 0.15% | -9.6% |
XLV | Buy | SELECT SECTOR SPDRsbi healthcare | $3,215,410 | +6.7% | 24,976 | +10.0% | 0.14% | +11.0% |
DE | Sell | DEERE & CO | $3,169,237 | -12.8% | 8,398 | -6.4% | 0.14% | -9.2% |
STIP | Buy | BlackRock Fund Advisors0-5 yr tips etf | $3,159,688 | +2.0% | 32,601 | +2.7% | 0.14% | +6.1% |
ROP | Sell | ROPER INDUSTRIES INC | $2,963,309 | -13.7% | 6,119 | -14.3% | 0.13% | -10.3% |
XLF | Sell | SELECT SECTOR SPDRfinancial | $2,847,844 | -5.0% | 85,856 | -3.5% | 0.12% | -0.8% |
VIAC | Buy | National Amusements Inc | $2,812,858 | -14.8% | 218,051 | +5.1% | 0.12% | -10.8% |
IWV | Sell | BlackRock Fund Advisorsrussell 3000 etf | $2,733,889 | -3.8% | 11,156 | -0.1% | 0.12% | 0.0% |
HEIA | Sell | HEICO Corpcl a | $2,685,062 | -21.8% | 20,779 | -14.9% | 0.12% | -18.6% |
BRKA | BERKSHIRE HATHAWAYcl a | $2,657,385 | +2.6% | 5 | 0.0% | 0.12% | +7.3% | |
CPRT | Buy | Copart Inc | $2,663,781 | -26.1% | 61,819 | +56.5% | 0.12% | -23.0% |
UNP | Sell | Union Pacific Corp | $2,488,765 | -1.1% | 12,222 | -0.6% | 0.11% | +2.8% |
SBUX | Sell | STARBUCKS CORP | $2,162,552 | -21.2% | 23,694 | -14.5% | 0.10% | -18.1% |
CVX | Sell | Chevron Corp | $2,113,652 | +1.7% | 12,535 | -5.1% | 0.09% | +5.7% |
XLE | Buy | SELECT SECTOR SPDRenergy | $1,955,407 | +30.2% | 21,633 | +16.9% | 0.09% | +36.5% |
ORCL | Buy | ORACLE CORP | $1,887,070 | -9.6% | 17,816 | +1.6% | 0.08% | -5.7% |
Dimensional ETF Trustus mktwide value | $1,855,519 | -1.4% | 54,542 | 0.0% | 0.08% | +3.8% | ||
IBM | Sell | INTL BUSINESS MCHN | $1,775,918 | -3.3% | 12,658 | -7.8% | 0.08% | +1.3% |
PAYX | Sell | Paychex Inc | $1,758,206 | +2.4% | 15,245 | -0.7% | 0.08% | +6.9% |
KO | Buy | Coca-Cola Co/The | $1,662,438 | -5.4% | 29,697 | +1.8% | 0.07% | -1.4% |
ACM | Sell | AECOM | $1,560,488 | -3.1% | 18,792 | -1.2% | 0.07% | +1.5% |
MCHP | Sell | Microchip Technology Inc | $1,310,927 | -12.9% | 16,796 | -0.0% | 0.06% | -7.9% |
XLK | SELECT SECTOR SPDRtechnology | $1,287,507 | -5.7% | 7,854 | 0.0% | 0.06% | -1.7% | |
IVV | ISHAREScore s&p500 etf | $1,281,849 | -3.7% | 2,985 | 0.0% | 0.06% | 0.0% | |
ORLY | O'Reilly Automotive Inc | $1,216,963 | -4.9% | 1,339 | 0.0% | 0.05% | 0.0% | |
FTCS | First Trust ETFs/USAcap strength etf | $1,188,977 | -1.9% | 16,148 | 0.0% | 0.05% | +2.0% | |
VNQ | Sell | Vanguard ETF/USAreal estate etf | $1,169,779 | -12.0% | 15,461 | -2.9% | 0.05% | -8.9% |
DHR | Sell | Danaher Corp | $1,164,830 | +3.3% | 4,695 | -0.1% | 0.05% | +6.2% |
INTC | Sell | Intel Corp | $1,164,440 | +2.4% | 32,755 | -3.7% | 0.05% | +6.2% |
NKE | Sell | NIKE INCcl b | $1,141,129 | -13.7% | 11,934 | -0.4% | 0.05% | -10.7% |
IWF | ISHARES/USArus 1000 grw etf | $1,107,316 | -3.3% | 4,163 | 0.0% | 0.05% | +2.1% | |
UPS | Buy | UTD PARCEL SERVcl b | $1,083,297 | -11.9% | 6,950 | +1.3% | 0.05% | -7.7% |
EFG | BlackRock Fund Advisorseafe grwth etf | $1,071,242 | -9.5% | 12,413 | 0.0% | 0.05% | -6.0% | |
FISV | FISERV INC | $1,019,238 | -10.5% | 9,023 | 0.0% | 0.04% | -6.2% | |
CSX | Sell | CSX CORP | $970,717 | -11.4% | 31,568 | -1.8% | 0.04% | -6.5% |
CAT | Sell | Caterpillar Inc | $949,221 | -2.1% | 3,477 | -11.8% | 0.04% | +2.4% |
PNC | Sell | PNC Financial Services Group I | $955,764 | -34.8% | 7,785 | -33.1% | 0.04% | -32.3% |
WFC | Sell | WELLS FARGO & CO | $928,748 | -8.6% | 22,730 | -4.5% | 0.04% | -4.7% |
MS | Buy | MORGAN STANLEY | $896,328 | -2.6% | 10,975 | +1.9% | 0.04% | 0.0% |
QUAL | BlackRock Fund Advisorsmsci usa qlt fct | $887,474 | -2.3% | 6,734 | 0.0% | 0.04% | +2.6% | |
BMY | Buy | BRISTOL-MYRS SQUIB | $845,411 | -8.7% | 14,566 | +0.6% | 0.04% | -5.1% |
GLD | Sell | SPDR GOLD TRUST | $807,187 | -6.8% | 4,708 | -3.1% | 0.04% | -2.7% |
ED | Buy | Consolidated Edison Inc | $784,738 | +17.3% | 9,175 | +24.0% | 0.04% | +25.0% |
MRNA | Moderna Inc | $780,976 | -15.0% | 7,561 | 0.0% | 0.03% | -12.8% | |
TMP | Tompkins Financial Corp | $754,936 | -12.0% | 15,410 | 0.0% | 0.03% | -8.3% | |
MA | MASTERCARD INCcl a | $726,891 | +0.7% | 1,836 | 0.0% | 0.03% | +6.7% | |
AXP | AMER EXPRESS CO | $720,588 | -14.4% | 4,830 | 0.0% | 0.03% | -8.6% | |
STT | Sell | State Street Corp | $702,678 | -8.8% | 10,494 | -0.4% | 0.03% | -6.1% |
ROK | ROCKWELL AUTOMATION | $702,097 | -13.2% | 2,456 | 0.0% | 0.03% | -8.8% | |
COP | Sell | CONOCOPHILLIPS | $692,564 | -0.1% | 5,781 | -13.6% | 0.03% | +3.4% |
HYG | Sell | ISHARES TRUSTiboxx hi yd etf | $662,743 | -8.1% | 8,990 | -6.4% | 0.03% | -3.3% |
PM | Buy | PHILIP MORRIS INTL | $660,002 | -5.0% | 7,129 | +0.1% | 0.03% | 0.0% |
YUM | YUM BRANDS INC | $633,071 | -9.8% | 5,067 | 0.0% | 0.03% | -6.7% | |
USRT | BlackRock Fund Advisorscre u s reit etf | $615,699 | -8.2% | 13,050 | 0.0% | 0.03% | -3.6% | |
APD | Sell | Air Products and Chemicals Inc | $613,561 | -8.8% | 2,165 | -3.6% | 0.03% | -3.6% |
DUK | Sell | DUKE ENERGY CORP | $620,291 | -2.6% | 7,028 | -0.9% | 0.03% | 0.0% |
VTEB | Vanguard Group Inc/Thetax exempt bd | $591,630 | -4.2% | 12,300 | 0.0% | 0.03% | 0.0% | |
GD | Buy | GEN DYNAMICS CORP | $587,559 | +6.7% | 2,659 | +3.9% | 0.03% | +13.0% |
UNH | Sell | UnitedHealth Group Inc | $599,986 | +4.4% | 1,190 | -0.5% | 0.03% | +8.3% |
General Electric Co | $588,900 | +0.6% | 5,327 | 0.0% | 0.03% | +4.0% | ||
SLF | SUN LIFE FINL INC | $594,042 | -6.4% | 12,173 | 0.0% | 0.03% | -3.7% | |
MMM | Sell | 3M Co | $596,359 | -7.6% | 6,370 | -1.2% | 0.03% | -3.7% |
NVR | NVR Inc | $596,330 | -6.1% | 100 | 0.0% | 0.03% | -3.7% | |
OMC | Sell | OMNICOM GROUP INC | $573,347 | -21.8% | 7,698 | -0.1% | 0.02% | -19.4% |
EMR | Buy | EMERSON ELECTRIC | $569,376 | +10.6% | 5,896 | +3.5% | 0.02% | +13.6% |
TGT | Sell | Target Corp | $555,504 | -27.5% | 5,024 | -13.5% | 0.02% | -25.0% |
KMB | KIMBERLY-CLARK CP | $554,943 | -12.5% | 4,592 | 0.0% | 0.02% | -11.1% | |
SMLF | BlackRock Fund Advisorsus sml cap eqt | $517,248 | -3.5% | 9,999 | 0.0% | 0.02% | 0.0% | |
EXR | Buy | Extra Space Storage Inc | $513,676 | +2.3% | 4,225 | +25.2% | 0.02% | +9.5% |
MAR | Marriott International Inc/MDcl a | $531,891 | +7.0% | 2,706 | 0.0% | 0.02% | +9.5% | |
VOOV | Buy | Vanguard Group Inc/The500 val idx fd | $503,762 | -1.2% | 3,388 | +3.4% | 0.02% | 0.0% |
NSC | Buy | Norfolk Southern Corp | $507,489 | -11.6% | 2,577 | +1.8% | 0.02% | -8.3% |
CL | COLGATE-PALMOLIVE | $496,917 | -7.7% | 6,988 | 0.0% | 0.02% | -4.3% | |
Buy | WORLD GOLD TRUST SERVICES LLCspdr gld minis | $443,879 | +9.9% | 12,108 | +14.1% | 0.02% | +17.6% | |
BRKL | Buy | Brookline Bancorp Inc | $449,159 | +18.3% | 49,304 | +13.5% | 0.02% | +25.0% |
VUG | Vanguard ETF/USAgrowth etf | $451,762 | -3.8% | 1,659 | 0.0% | 0.02% | 0.0% | |
TSLA | Buy | Tesla Inc | $465,909 | -3.7% | 1,862 | +0.7% | 0.02% | 0.0% |
NVS | Novartis AGsponsored adr | $453,786 | +0.9% | 4,455 | 0.0% | 0.02% | +5.3% | |
L | Loews Corp | $428,862 | +6.6% | 6,774 | 0.0% | 0.02% | +11.8% | |
XLP | Sell | SELECT SECTOR SPDRsbi cons stpls | $432,540 | -21.0% | 6,286 | -14.8% | 0.02% | -17.4% |
LOW | Sell | LOWE'S COS INC | $433,762 | -8.0% | 2,087 | -0.0% | 0.02% | -5.0% |
CARR | Sell | CARRIER GLOBAL CORP | $441,876 | -1.3% | 8,005 | -11.1% | 0.02% | 0.0% |
GIS | GENERAL MILLS INC | $423,422 | -16.6% | 6,617 | 0.0% | 0.02% | -9.5% | |
IWS | Sell | BlackRock Fund Advisorsrus mdcp val etf | $415,795 | -6.6% | 3,985 | -1.6% | 0.02% | -5.3% |
MO | Buy | ALTRIA GROUP INC | $398,045 | -7.1% | 9,466 | +0.0% | 0.02% | 0.0% |
AFL | Aflac Inc | $382,983 | +10.0% | 4,990 | 0.0% | 0.02% | +13.3% | |
ANSS | ANSYS, INC. | $389,196 | -9.9% | 1,308 | 0.0% | 0.02% | -5.6% | |
NOC | Sell | NORTHROP GRUMMAN | $394,850 | -4.2% | 897 | -0.8% | 0.02% | 0.0% |
TXT | Sell | Textron Inc | $391,716 | -12.4% | 5,013 | -24.2% | 0.02% | -10.5% |
TRMB | Trimble Inc | $376,428 | +1.7% | 6,989 | 0.0% | 0.02% | +6.2% | |
CI | Buy | Cigna Group/The | $369,031 | +15.9% | 1,290 | +13.7% | 0.02% | +23.1% |
QQQ | Invesco ETFs/USAunit ser 1 | $366,152 | -3.0% | 1,022 | 0.0% | 0.02% | 0.0% | |
ITW | ILLINOIS TOOL WKS | $357,902 | -7.9% | 1,554 | 0.0% | 0.02% | 0.0% | |
MPC | Sell | Marathon Petroleum Corp | $374,567 | +28.5% | 2,475 | -1.0% | 0.02% | +33.3% |
DD | Sell | DuPont de Nemours Inc | $359,896 | +0.4% | 4,825 | -3.8% | 0.02% | +6.7% |
HOLX | Sell | HOLOGIC INC | $352,205 | -16.4% | 5,075 | -2.5% | 0.02% | -16.7% |
NULV | Nuveen ETFs/USAnuveen esg lrgvl | $344,633 | -3.1% | 10,260 | 0.0% | 0.02% | 0.0% | |
BLDR | Builders FirstSource Inc | $338,115 | -8.5% | 2,716 | 0.0% | 0.02% | -6.2% | |
CMI | Sell | CUMMINS INC | $335,836 | -24.1% | 1,470 | -18.6% | 0.02% | -21.1% |
EPD | Sell | Enterprise Products Partners L | $344,561 | -17.8% | 12,589 | -20.9% | 0.02% | -16.7% |
TD | TORONTO-DOMINION | $344,085 | -2.8% | 5,710 | 0.0% | 0.02% | 0.0% | |
SPG | Sell | SIMON PROP GROUP | $332,624 | -16.6% | 3,079 | -10.9% | 0.02% | -11.8% |
PSX | Sell | Phillips 66 | $321,401 | -11.3% | 2,675 | -29.6% | 0.01% | -6.7% |
ETN | Sell | Eaton Corp PLC | $310,749 | +5.4% | 1,457 | -0.6% | 0.01% | +16.7% |
SO | Southern Co/The | $307,420 | -7.9% | 4,750 | 0.0% | 0.01% | 0.0% | |
GUNR | Northern Trust Investments Incmornstar upstr | $318,869 | +0.9% | 7,885 | 0.0% | 0.01% | +7.7% | |
PWR | Quanta Services Inc | $327,373 | -4.8% | 1,750 | 0.0% | 0.01% | 0.0% | |
TSM | Buy | TSMCsponsored ads | $292,071 | +22.6% | 3,361 | +42.4% | 0.01% | +30.0% |
ECL | ECOLAB INC | $304,920 | -9.3% | 1,800 | 0.0% | 0.01% | -7.1% | |
FDX | Sell | FEDEX CORP | $287,968 | -20.0% | 1,087 | -25.1% | 0.01% | -13.3% |
OTIS | Sell | Otis Worldwide Corp | $292,811 | -24.0% | 3,646 | -15.7% | 0.01% | -18.8% |
ADM | Sell | Archer-Daniels-Midland Co | $288,255 | -0.6% | 3,822 | -0.4% | 0.01% | +8.3% |
DFAC | Dimensional ETF Trustus core equity 2 | $299,125 | -3.5% | 11,417 | 0.0% | 0.01% | 0.0% | |
MTUM | BlackRock Fund Advisorsmsci usa mmentm | $295,326 | -3.2% | 2,114 | 0.0% | 0.01% | 0.0% | |
Buy | Shell PLCspon ads | $287,328 | +8.0% | 4,463 | +1.3% | 0.01% | +18.2% | |
IAU | ISHARES GOLD TRUSTishares new | $262,775 | -3.8% | 7,510 | 0.0% | 0.01% | 0.0% | |
REGN | Buy | REGENERON PHARMACEUTICALS | $279,807 | +14.9% | 340 | +0.3% | 0.01% | +20.0% |
KRMD | KORU Medical Systems Inc | $270,000 | -21.7% | 100,000 | 0.0% | 0.01% | -20.0% | |
HIG | Hartford Financial Services Gr | $265,913 | -1.5% | 3,750 | 0.0% | 0.01% | +9.1% | |
EFX | Equifax Inc | $274,770 | -22.2% | 1,500 | 0.0% | 0.01% | -20.0% | |
AWK | American Water Works Co Inc | $247,041 | -13.3% | 1,995 | 0.0% | 0.01% | -8.3% | |
AVAV | AEROVIRONMENT INC | $241,686 | +9.0% | 2,167 | 0.0% | 0.01% | +22.2% | |
CHD | Church & Dwight Co Inc | $260,688 | -8.6% | 2,845 | 0.0% | 0.01% | -8.3% | |
IWD | Buy | ISHARES TRUSTrus 1000 val etf | $244,582 | +3.9% | 1,611 | +8.0% | 0.01% | +10.0% |
FNF | Sell | Fidelity National Financial In | $217,734 | +14.6% | 5,272 | -0.1% | 0.01% | +25.0% |
DOW | Sell | Dow Inc | $227,999 | -30.0% | 4,422 | -27.7% | 0.01% | -28.6% |
ZBH | Sell | ZIMMER HLDGS INC | $236,560 | -51.3% | 2,108 | -36.8% | 0.01% | -50.0% |
HRB | BLOCK(H&R)INC | $228,864 | +35.1% | 5,315 | 0.0% | 0.01% | +42.9% | |
ATVI | Sell | Activision Blizzard Inc | $230,986 | -74.2% | 2,467 | -76.7% | 0.01% | -73.7% |
YUMC | Sell | Yum China Holdings Inc | $230,403 | -8.1% | 4,135 | -6.8% | 0.01% | -9.1% |
RSG | Republic Services Inc | $220,891 | -7.0% | 1,550 | 0.0% | 0.01% | 0.0% | |
BEPC | Buy | Brookfield Renewable Partnerscl a sub vtg | $226,760 | -24.0% | 9,472 | +0.0% | 0.01% | -23.1% |
FTNT | Fortinet Inc | $224,451 | -22.4% | 3,825 | 0.0% | 0.01% | -16.7% | |
SDY | SSGA Funds Management Incs&p divid etf | $220,704 | -6.2% | 1,919 | 0.0% | 0.01% | 0.0% | |
VRTX | Vertex Pharmaceuticals Inc | $219,424 | -1.2% | 631 | 0.0% | 0.01% | +11.1% | |
DOV | Sell | Dover Corp | $236,469 | -6.0% | 1,695 | -0.5% | 0.01% | -9.1% |
ANTM | Buy | Elevance Health Inc | $212,921 | +14.9% | 489 | +17.3% | 0.01% | +12.5% |
ENB | ENBRIDGE INC | $197,248 | -10.7% | 5,943 | 0.0% | 0.01% | 0.0% | |
MKC | MCCORMICK & CO INC | $199,689 | -13.3% | 2,640 | 0.0% | 0.01% | -10.0% | |
PPG | PPG Industries Inc | $210,016 | -12.5% | 1,618 | 0.0% | 0.01% | -10.0% | |
VWO | Sell | VANGUARD ETF/USAftse emr mkt etf | $208,911 | -33.8% | 5,328 | -31.3% | 0.01% | -30.8% |
IRM | Iron Mountain Inc | $211,992 | +4.6% | 3,566 | 0.0% | 0.01% | 0.0% | |
AMAT | Sell | APPLIED MATERIALS | $206,152 | -64.4% | 1,489 | -62.9% | 0.01% | -62.5% |
TXN | Sell | TEXAS INSTRUMENTS | $178,410 | -11.9% | 1,122 | -0.3% | 0.01% | -11.1% |
ALL | Sell | Allstate Corp/The | $193,185 | -9.1% | 1,734 | -11.0% | 0.01% | -11.1% |
SLB | Sell | Schlumberger NV | $170,586 | +18.0% | 2,926 | -0.6% | 0.01% | +33.3% |
IYW | ISHARESu.s. tech etf | $178,364 | -3.6% | 1,700 | 0.0% | 0.01% | 0.0% | |
LENB | Sell | Lennar Corpcl b | $173,791 | -47.0% | 1,700 | -41.4% | 0.01% | -42.9% |
UL | Sell | Unilever PLCspon adr new | $177,939 | -25.8% | 3,602 | -21.7% | 0.01% | -20.0% |
USMV | BlackRock Fund Advisorsmsci usa min vol | $171,468 | -2.6% | 2,369 | 0.0% | 0.01% | +14.3% | |
ZTS | Sell | Pfizer Inccl a | $175,720 | -0.8% | 1,010 | -1.8% | 0.01% | +14.3% |
RTOKY | Sell | Rentokil Initial PLCsponsored adr | $177,025 | -5.6% | 4,778 | -0.6% | 0.01% | 0.0% |
AER | AerCap Holdings NV | $188,010 | -1.3% | 3,000 | 0.0% | 0.01% | 0.0% | |
SPSM | SPDR SER TRportfolio s&p600 | $148,449 | -5.0% | 4,023 | 0.0% | 0.01% | 0.0% | |
FTV | Fortive Corp | $159,815 | -0.8% | 2,155 | 0.0% | 0.01% | 0.0% | |
DFS | Sell | DISCOVER FINL SVCS | $165,637 | -44.7% | 1,912 | -25.4% | 0.01% | -46.2% |
TT | Trane Technologies PLC | $152,183 | +6.1% | 750 | 0.0% | 0.01% | +16.7% | |
GS | Sell | GOLDMAN SACHS GRP | $155,961 | -0.1% | 482 | -0.4% | 0.01% | 0.0% |
SCHE | CHARLES SCHWAB INVESTMENT MANAGEMENT INCemrg mkteq etf | $153,216 | -2.8% | 6,400 | 0.0% | 0.01% | 0.0% | |
SIVR | Buy | ABERDEEN STANDARD | $167,954 | +33.7% | 7,900 | +37.4% | 0.01% | +40.0% |
IYH | ISHARES/USAus hlthcare etf | $160,962 | -3.6% | 596 | 0.0% | 0.01% | 0.0% | |
TRV | Sell | TRAVELERS CO INC | $148,613 | -22.9% | 910 | -18.0% | 0.01% | -12.5% |
SPLK | Sell | Splunk Inc | $157,073 | +34.2% | 1,074 | -2.6% | 0.01% | +40.0% |
WPC | WP Carey Inc | $156,183 | -20.0% | 2,888 | 0.0% | 0.01% | -12.5% | |
XNTK | SSGA FUNDS MANAGEMENT INCnyse tech etf | $140,014 | -2.1% | 1,025 | 0.0% | 0.01% | 0.0% | |
OKE | ONEOK Inc | $126,860 | +2.8% | 2,000 | 0.0% | 0.01% | +20.0% | |
SCHO | Schwab ETFs/USAsht tm us tres | $129,303 | -0.4% | 2,700 | 0.0% | 0.01% | +20.0% | |
XRAY | DENTSPLY SIRONA | $130,662 | -14.6% | 3,825 | 0.0% | 0.01% | 0.0% | |
DEO | Sell | DIAGEOspon adr new | $130,831 | -21.3% | 877 | -8.5% | 0.01% | -14.3% |
AB | AllianceBernstein Holding LPunit ltd partn | $125,558 | -5.6% | 4,137 | 0.0% | 0.01% | 0.0% | |
TFC | Sell | Truist Financial Corp | $138,673 | -76.7% | 4,847 | -75.3% | 0.01% | -76.0% |
AME | AMETEK Inc | $126,483 | -8.7% | 856 | 0.0% | 0.01% | 0.0% | |
VHT | Vanguard ETF/USAhealth car etf | $128,130 | -4.0% | 545 | 0.0% | 0.01% | 0.0% | |
PSA | Sell | Public Storage | $131,760 | -26.6% | 500 | -18.7% | 0.01% | -25.0% |
COF | Capital One Financial Corp | $138,684 | -11.3% | 1,429 | 0.0% | 0.01% | -14.3% | |
CWI | SSgA Funds Management Incmsci acwi exus | $141,873 | -4.7% | 5,700 | 0.0% | 0.01% | 0.0% | |
IWN | Sell | ISHARESrus 2000 val etf | $142,599 | -5.9% | 1,052 | -2.2% | 0.01% | 0.0% |
XEL | Xcel Energy Inc | $133,208 | -8.0% | 2,328 | 0.0% | 0.01% | 0.0% | |
STAG | Sell | STAG Industrial Inc | $132,725 | -3.9% | 3,846 | -0.1% | 0.01% | 0.0% |
RIO | Rio Tinto PLCsponsored adr | $136,190 | -0.3% | 2,140 | 0.0% | 0.01% | 0.0% | |
AEP | American Electric Power Co Inc | $118,848 | -10.7% | 1,580 | 0.0% | 0.01% | -16.7% | |
ERTH | Invesco Capital Management LLCinvesco msci | $119,296 | -9.7% | 2,694 | 0.0% | 0.01% | -16.7% | |
VEA | Sell | Vanguard ETF/USAvan ftse dev mkt | $105,759 | -61.5% | 2,419 | -59.3% | 0.01% | -58.3% |
SCHF | Charles Schwab Investment Management Incintl eqty etf | $119,335 | -4.7% | 3,514 | 0.0% | 0.01% | 0.0% | |
STZ | Constellation Brands Inccl a | $103,046 | +2.1% | 410 | 0.0% | 0.01% | +25.0% | |
ET | Energy Transfer LP | $106,614 | +10.5% | 7,599 | 0.0% | 0.01% | +25.0% | |
CRF | Cornerstone Funds/Closed-end/U | $108,233 | -0.1% | 13,546 | 0.0% | 0.01% | 0.0% | |
HAL | HALLIBURTON | $111,375 | +22.8% | 2,750 | 0.0% | 0.01% | +25.0% | |
OHI | Omega Healthcare Investors Inc | $123,853 | +8.0% | 3,735 | 0.0% | 0.01% | 0.0% | |
FDN | FIRST TRUST ADVISORS LPdj internt idx | $109,014 | -2.1% | 683 | 0.0% | 0.01% | 0.0% | |
AON | Aon PLC | $109,911 | -6.1% | 339 | 0.0% | 0.01% | 0.0% | |
XLU | SELECT SECTOR SPDRsbi int-utils | $103,363 | -9.9% | 1,754 | 0.0% | 0.01% | 0.0% | |
VGT | VANGUARD ETF/USAinf tech etf | $103,725 | -6.2% | 250 | 0.0% | 0.01% | 0.0% | |
PFF | Sell | BlackRock Fund Advisorspfd and incm sec | $120,600 | -45.1% | 4,000 | -43.7% | 0.01% | -44.4% |
NVO | Buy | Novo Holdings A/Sadr | $121,223 | +15.8% | 1,333 | +106.0% | 0.01% | +25.0% |
AXON | AXON ENTERPRISE INC | $116,011 | +2.0% | 583 | 0.0% | 0.01% | 0.0% | |
BSX | Boston Scientific Corp | $105,600 | -2.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
GE HealthCare Technologies Inc | $118,253 | -16.2% | 1,738 | 0.0% | 0.01% | -16.7% | ||
SHW | Sell | Sherwin-Williams Co/The | $92,328 | -4.7% | 362 | -0.8% | 0.00% | 0.0% |
MTN | Vail Resorts Inc | $90,531 | -11.9% | 408 | 0.0% | 0.00% | 0.0% | |
CTVA | Sell | Corteva Inc | $96,180 | -39.0% | 1,880 | -31.7% | 0.00% | -42.9% |
IVOO | VANGUARD ETF/USAmidcp 400 idx | $101,436 | -4.5% | 1,200 | 0.0% | 0.00% | 0.0% | |
PENN | Penn Entertainment Inc | $91,800 | -4.5% | 4,000 | 0.0% | 0.00% | 0.0% | |
OSK | Sell | OSHKOSH CORP | $97,052 | +9.9% | 1,017 | -0.3% | 0.00% | 0.0% |
CWB | SPDR SERIES TRUSTbbg conv sec etf | $82,106 | -3.1% | 1,211 | 0.0% | 0.00% | 0.0% | |
VCR | Vanguard ETF/USAconsum dis etf | $97,512 | -4.9% | 362 | 0.0% | 0.00% | 0.0% | |
BIP | BROOKFIELD INFRASTRUCTURE PARTlp int unit | $90,934 | -19.5% | 3,093 | 0.0% | 0.00% | -20.0% | |
XPO | Sell | XPO Inc | $96,983 | +23.6% | 1,299 | -2.3% | 0.00% | +33.3% |
EFV | ISHARESeafe value etf | $93,261 | -0.0% | 1,906 | 0.0% | 0.00% | 0.0% | |
CMG | Chipotle Mexican Grill Inc | $80,601 | -14.4% | 44 | 0.0% | 0.00% | 0.0% | |
LHX | L3Harris Technologies Inc | $87,582 | -11.1% | 503 | 0.0% | 0.00% | 0.0% | |
ARE | Alexandria Real Estate Equitie | $100,100 | -11.8% | 1,000 | 0.0% | 0.00% | -20.0% | |
K | Sell | KELLOGG CO | $100,215 | -31.9% | 1,684 | -22.9% | 0.00% | -33.3% |
CRL | Charles River Laboratories Int | $97,990 | -6.8% | 500 | 0.0% | 0.00% | 0.0% | |
BMO | BK OF MONTREAL | $84,370 | -6.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
FAST | Sell | Fastenal Co | $95,401 | -7.5% | 1,746 | -0.2% | 0.00% | 0.0% |
FDS | FactSet Research Systems Inc | $96,197 | +9.1% | 220 | 0.0% | 0.00% | 0.0% | |
BIIB | Biogen Inc | $80,187 | -9.8% | 312 | 0.0% | 0.00% | 0.0% | |
FMC | FMC Corp | $98,246 | -35.8% | 1,467 | 0.0% | 0.00% | -33.3% | |
VB | Vanguard ETF/USAsmall cp etf | $100,963 | -4.9% | 534 | 0.0% | 0.00% | 0.0% | |
CLX | Clorox Co/The | $87,417 | -17.6% | 667 | 0.0% | 0.00% | 0.0% | |
DAL | Buy | Delta Air Lines Inc | $101,380 | -14.7% | 2,740 | +9.6% | 0.00% | -20.0% |
RPM | RPM INTERNATIONAL | $90,544 | +5.7% | 955 | 0.0% | 0.00% | 0.0% | |
GNR | SSGA FUNDS MANAGEMENT INCglb nat resrce | $83,580 | +3.4% | 1,500 | 0.0% | 0.00% | +33.3% | |
CUBE | Sell | CubeSmart | $96,545 | -38.8% | 2,532 | -28.4% | 0.00% | -42.9% |
WTRG | Sell | Essential Utilities Inc | $100,587 | -50.3% | 2,930 | -42.2% | 0.00% | -55.6% |
HAS | HASBRO INC | $101,327 | +2.1% | 1,532 | 0.0% | 0.00% | 0.0% | |
TROW | T Rowe Price Group Inc | $84,421 | -6.4% | 805 | 0.0% | 0.00% | 0.0% | |
RMD | ResMed Inc | $88,722 | -32.3% | 600 | 0.0% | 0.00% | -33.3% | |
TEL | TE Connectivity Ltd | $88,571 | -11.9% | 717 | 0.0% | 0.00% | 0.0% | |
VT | VANGUARD ETF/USAtt wrld st etf | $97,373 | -3.9% | 1,045 | 0.0% | 0.00% | 0.0% | |
VEEV | Veeva Systems Inc | $81,380 | +2.9% | 400 | 0.0% | 0.00% | +33.3% | |
DLR | Digital Realty Trust Inc | $62,809 | +6.3% | 519 | 0.0% | 0.00% | +50.0% | |
VIS | VANGUARD WORLD FDSindustrial etf | $68,243 | -5.1% | 350 | 0.0% | 0.00% | 0.0% | |
ALGN | Align Technology Inc | $78,467 | -13.7% | 257 | 0.0% | 0.00% | -25.0% | |
OLED | Sell | Universal Display Corp | $64,837 | +7.6% | 413 | -1.2% | 0.00% | 0.0% |
Constellation Energy Corp | $59,994 | +19.1% | 550 | 0.0% | 0.00% | +50.0% | ||
AIG | Sell | AMER INTL GRP | $76,356 | -0.4% | 1,260 | -5.5% | 0.00% | 0.0% |
VO | Vanguard ETF/USAmid cap etf | $78,506 | -5.4% | 377 | 0.0% | 0.00% | -25.0% | |
EXC | EXELON CORP | $62,354 | -7.2% | 1,650 | 0.0% | 0.00% | 0.0% | |
EXEL | Exelixis Inc | $61,180 | +14.3% | 2,800 | 0.0% | 0.00% | +50.0% | |
C | Citigroup Inc | $70,620 | -10.7% | 1,717 | 0.0% | 0.00% | 0.0% | |
USB | Sell | US Bancorp | $78,088 | -8.7% | 2,362 | -8.8% | 0.00% | -25.0% |
FXL | First Trust Advisors LPtech alphadex | $64,909 | -3.4% | 584 | 0.0% | 0.00% | 0.0% | |
RHI | Sell | Robert Half Inc | $75,772 | -2.7% | 1,034 | -0.1% | 0.00% | 0.0% |
RCL | ROYAL CARIBBEAN | $62,655 | -11.2% | 680 | 0.0% | 0.00% | 0.0% | |
Linde PLC | $74,098 | -2.3% | 199 | 0.0% | 0.00% | 0.0% | ||
WDFC | WD-40 Co | $60,972 | +7.7% | 300 | 0.0% | 0.00% | +50.0% | |
GILD | Gilead Sciences Inc | $58,453 | -2.8% | 780 | 0.0% | 0.00% | 0.0% | |
Buy | Brookfield Corpcl a ltd vt sh | $59,007 | -6.1% | 1,887 | +1.0% | 0.00% | 0.0% | |
GGG | Graco Inc | $58,304 | -15.6% | 800 | 0.0% | 0.00% | 0.0% | |
WBS | Sell | Webster Financial Corp | $60,384 | +6.6% | 1,498 | -0.2% | 0.00% | +50.0% |
WELL | Sell | WELLTOWER INC COM | $69,632 | -21.0% | 850 | -22.0% | 0.00% | -25.0% |
NUE | Nucor Corp | $66,449 | -4.7% | 425 | 0.0% | 0.00% | 0.0% | |
HRL | Hormel Foods Corp | $76,060 | -5.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
NFLX | Buy | NETFLIX INC | $60,038 | -6.0% | 159 | +9.7% | 0.00% | 0.0% |
IR | Buy | Ingersoll Rand Inc | $58,686 | +35.8% | 921 | +39.3% | 0.00% | +50.0% |
Apollo Global Management Inc | $62,832 | +16.9% | 700 | 0.0% | 0.00% | +50.0% | ||
NFG | National Fuel Gas Co | $60,579 | +1.1% | 1,167 | 0.0% | 0.00% | 0.0% | |
INTU | Sell | Intuit Inc | $68,466 | -10.0% | 134 | -19.3% | 0.00% | 0.0% |
MSI | MOTOROLA INC | $65,337 | -7.2% | 240 | 0.0% | 0.00% | 0.0% | |
PHO | Invesco Capital Management LLCwater res etf | $58,498 | -5.7% | 1,100 | 0.0% | 0.00% | 0.0% | |
XOP | State Street Global Advisors Incs&p oilgas exp | $57,685 | +14.8% | 390 | 0.0% | 0.00% | +50.0% | |
AY | Atlantica Sustainable Infrastr | $66,850 | -18.5% | 3,500 | 0.0% | 0.00% | 0.0% | |
MRVL | Marvell Technology Inc | $68,745 | -9.5% | 1,270 | 0.0% | 0.00% | 0.0% | |
MFC | MANULIFE FINL CORP | $74,637 | -3.3% | 4,083 | 0.0% | 0.00% | 0.0% | |
MGA | Magna International Inc | $65,511 | -5.0% | 1,222 | 0.0% | 0.00% | 0.0% | |
IJK | BlackRock Fund Advisorss&p mc 400gr etf | $78,019 | -3.7% | 1,080 | 0.0% | 0.00% | 0.0% | |
PXD | PIONEER NATURAL RESOURCE | $57,388 | +10.8% | 250 | 0.0% | 0.00% | +50.0% | |
PGR | Buy | PROGRESSIVE CP(OH) | $59,620 | +7.0% | 428 | +1.7% | 0.00% | +50.0% |
AMD | ADVANCED MICRO DEV | $77,423 | -9.7% | 753 | 0.0% | 0.00% | -25.0% | |
SCZ | BlackRock Fund Advisorseafe sml cp etf | $58,729 | -4.3% | 1,040 | 0.0% | 0.00% | 0.0% | |
ZBRA | Zebra Technologies Corpcl a | $70,959 | -20.0% | 300 | 0.0% | 0.00% | -25.0% | |
BLL | BALL CORP | $73,276 | -14.5% | 1,472 | 0.0% | 0.00% | -25.0% | |
WAT | Sell | Waters Corp | $34,825 | -26.2% | 127 | -28.2% | 0.00% | 0.0% |
SNA | Snap-on Inc | $35,708 | -11.5% | 140 | 0.0% | 0.00% | 0.0% | |
DBO | Invesco ETFs/USAoil fd | $36,183 | +25.0% | 2,050 | 0.0% | 0.00% | +100.0% | |
PKG | Packaging Corp of America | $37,620 | +16.2% | 245 | 0.0% | 0.00% | +100.0% | |
PHYS | SPROTT ASSET MANAGEMENT LP/CANunit | $49,977 | -4.0% | 3,490 | 0.0% | 0.00% | 0.0% | |
SQ | Block Inccl a | $44,968 | -33.5% | 1,016 | 0.0% | 0.00% | -33.3% | |
SPSB | SSGA FUNDS MANAGEMENTportfolio short | $41,048 | -0.4% | 1,400 | 0.0% | 0.00% | 0.0% | |
HPQ | Sell | HP Inc | $36,880 | -17.7% | 1,435 | -1.7% | 0.00% | 0.0% |
DVY | Sell | ISHARESselect divid etf | $43,056 | -33.3% | 400 | -29.8% | 0.00% | -33.3% |
MCK | MCKESSON CORP | $34,788 | +1.8% | 80 | 0.0% | 0.00% | +100.0% | |
HCA | HCA Healthcare Inc | $44,276 | -18.9% | 180 | 0.0% | 0.00% | 0.0% | |
PH | PARKER-HANNIFIN | $38,952 | -0.1% | 100 | 0.0% | 0.00% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $55,635 | -4.1% | 1,466 | 0.0% | 0.00% | 0.0% | |
LQD | ISHARESiboxx inv cp etf | $52,030 | -5.7% | 510 | 0.0% | 0.00% | 0.0% | |
AZN | AstraZeneca PLCsponsored adr | $40,632 | -5.4% | 600 | 0.0% | 0.00% | 0.0% | |
DG | Sell | Dollar General Corp | $37,030 | -39.2% | 350 | -2.5% | 0.00% | -33.3% |
STWD | Starwood Property Trust Inc | $44,312 | -0.3% | 2,290 | 0.0% | 0.00% | 0.0% | |
IVE | Buy | ISHARESs&p 500 val etf | $41,229 | +46.2% | 268 | +53.1% | 0.00% | +100.0% |
BNDX | VANGUARD GROUP INC/THEtotal int bd etf | $34,820 | -2.1% | 728 | 0.0% | 0.00% | 0.0% | |
WRE | Elme Communitiessh ben int | $42,352 | -17.0% | 3,105 | 0.0% | 0.00% | 0.0% | |
DVAX | Dynavax Technologies Corp | $53,172 | +14.3% | 3,600 | 0.0% | 0.00% | 0.0% | |
JAAA | Janus Detroit Street Trusthendrson aaa cl | $49,827 | +1.0% | 990 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP | $35,502 | -14.1% | 2,440 | 0.0% | 0.00% | 0.0% | |
JCI | Buy | Johnson Controls International | $34,533 | -3.3% | 649 | +23.9% | 0.00% | 0.0% |
GMED | Globus Medical Inccl a | $49,650 | -16.6% | 1,000 | 0.0% | 0.00% | -33.3% | |
BIPC | Buy | Brookfield Infrastructure Part | $43,963 | -21.5% | 1,244 | +1.2% | 0.00% | 0.0% |
New | NU Holdings Ltd/Cayman Islands | $49,119 | – | 6,775 | +100.0% | 0.00% | – | |
CRSP | CRISPR Therapeutics AGnamen akt | $35,177 | -19.2% | 775 | 0.0% | 0.00% | 0.0% | |
RY | Royal Bank of Canada | $50,715 | -8.5% | 580 | 0.0% | 0.00% | 0.0% | |
WEC | WEC Energy Group Inc | $37,134 | -8.7% | 461 | 0.0% | 0.00% | 0.0% | |
IWO | Sell | BlackRock Fund Advisorsrus 2000 grw etf | $38,106 | -19.9% | 170 | -13.3% | 0.00% | 0.0% |
GENC | Gencor Industries Inc | $42,390 | -9.3% | 3,000 | 0.0% | 0.00% | 0.0% | |
IT | Buy | GARTNER INC | $37,454 | -0.1% | 109 | +1.9% | 0.00% | 0.0% |
XYL | Xylem Inc/NY | $41,783 | -19.2% | 459 | 0.0% | 0.00% | 0.0% | |
CCD | Calamos Advisors LLC | $42,797 | -14.3% | 2,296 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC | $40,682 | -21.4% | 4,126 | -20.5% | 0.00% | 0.0% |
DRI | Darden Restaurants Inc | $55,283 | -14.3% | 386 | 0.0% | 0.00% | -33.3% | |
KAMN | Kaman Corp | $35,370 | -19.2% | 1,800 | 0.0% | 0.00% | 0.0% | |
ADC | Agree Realty Corp | $55,240 | -15.5% | 1,000 | 0.0% | 0.00% | -33.3% | |
DOX | AMDOCS | $42,245 | -14.5% | 500 | 0.0% | 0.00% | 0.0% | |
CAR | Avis Budget Group Inc | $35,938 | -21.4% | 200 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL | $37,576 | +7.6% | 396 | 0.0% | 0.00% | +100.0% | |
VGK | VANGUARD INTL EQUIftse europe etf | $37,249 | -6.1% | 643 | 0.0% | 0.00% | 0.0% | |
FBHS | Fortune Brands Innovations Inc | $35,742 | -13.6% | 575 | 0.0% | 0.00% | 0.0% | |
F | FORD MOTOR CO | $50,090 | -17.9% | 4,033 | 0.0% | 0.00% | -33.3% | |
CQP | Cheniere Energy Inc | $54,190 | +17.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
LMBS | First Trust Advisors LPfst low oppt eft | $56,641 | -0.9% | 1,199 | 0.0% | 0.00% | 0.0% | |
LW | Lamb Weston Holdings Inc | $41,607 | -19.6% | 450 | 0.0% | 0.00% | 0.0% | |
DGX | Quest Diagnostics Inc | $43,870 | -13.3% | 360 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM INC | $53,960 | -5.7% | 64 | 0.0% | 0.00% | 0.0% | |
CHWY | Chewy Inccl a | $45,650 | -53.7% | 2,500 | 0.0% | 0.00% | -50.0% | |
UBS ETNs/USAen lg cp grwth | $50,527 | -8.1% | 92 | 0.0% | 0.00% | 0.0% | ||
CFG | Sell | Citizens Financial Group Inc | $49,580 | -64.5% | 1,850 | -65.4% | 0.00% | -66.7% |
New | RB Global Incnone | $56,375 | – | 902 | +100.0% | 0.00% | – | |
VTV | Vanguard ETF/USAvalue etf | $44,276 | -2.9% | 321 | 0.0% | 0.00% | 0.0% | |
EOLS | Evolus Inc | $45,700 | +25.7% | 5,000 | 0.0% | 0.00% | 0.0% | |
VBR | Buy | VANGUARD ETF/USAsm cp val etf | $49,442 | +57.3% | 310 | +63.2% | 0.00% | +100.0% |
URI | United Rentals Inc | $45,346 | -0.2% | 102 | 0.0% | 0.00% | 0.0% | |
VBK | Vanguard ETF/USAsml cp grw etf | $48,191 | -6.8% | 225 | 0.0% | 0.00% | 0.0% | |
Crane Co | $35,536 | -0.3% | 400 | 0.0% | 0.00% | 0.0% | ||
EW | Edwards Lifesciences Corp | $50,574 | -26.6% | 730 | 0.0% | 0.00% | -33.3% | |
HACK | PUREFUNDS ETFS/USAprime cybr scrty | $52,426 | +2.0% | 1,016 | 0.0% | 0.00% | 0.0% | |
MOGB | Moog Inccl b | $39,452 | +7.1% | 350 | 0.0% | 0.00% | 0.0% | |
NGG | National Grid PLCsponsored adr ne | $47,898 | -10.0% | 790 | 0.0% | 0.00% | 0.0% | |
DLTR | Buy | Dollar Tree Inc | $40,664 | -18.1% | 382 | +10.4% | 0.00% | 0.0% |
SCHX | Charles Schwab Investment Management Incus lrg cap etf | $45,793 | -3.4% | 905 | 0.0% | 0.00% | 0.0% | |
RSP | Invesco Capital Management LLCs&p500 eql wgt | $54,551 | -5.3% | 385 | 0.0% | 0.00% | 0.0% | |
SCHG | Charles Schwab Investment Management Incus lcap gr etf | $38,542 | -3.0% | 530 | 0.0% | 0.00% | 0.0% | |
UBS | New | UBS AG | $48,117 | – | 1,952 | +100.0% | 0.00% | – |
BAX | Sell | BAXTER INTL INC | $47,364 | -38.6% | 1,255 | -25.9% | 0.00% | -33.3% |
WY | Weyerhaeuser Co | $50,497 | -8.5% | 1,647 | 0.0% | 0.00% | 0.0% | |
OGS | ONE Gas Inc | $34,140 | -11.1% | 500 | 0.0% | 0.00% | 0.0% | |
HBAN | Huntington Bancshares Inc/OH | $40,061 | -3.5% | 3,852 | 0.0% | 0.00% | 0.0% | |
QQQJ | Buy | Invesco Capital Management LLCnasdaqnxtgen100 | $39,424 | -0.6% | 1,600 | +5.5% | 0.00% | 0.0% |
QQQM | Buy | Invesco Capital Management LLCnasdaq 100 etf | $35,526 | +10.8% | 241 | +14.2% | 0.00% | +100.0% |
ILMN | Illumina Inc | $31,025 | -26.8% | 226 | 0.0% | 0.00% | -50.0% | |
AES | AES CORP | $16,887 | -26.7% | 1,111 | 0.0% | 0.00% | 0.0% | |
ARKQ | ARK Investment Management LLCautnmus technlgy | $33,417 | -6.9% | 637 | 0.0% | 0.00% | -50.0% | |
ARKW | ARK Investment Management LLCnext gnrtn inter | $21,826 | -7.6% | 403 | 0.0% | 0.00% | 0.0% | |
PALL | Aberdeen Standard Investmentsphysical palladm | $17,262 | +1.1% | 150 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHS INC | $12,859 | -7.0% | 115 | 0.0% | 0.00% | 0.0% | |
AEM | AGNICO EAGLE MINES | $17,271 | -9.1% | 380 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP | $26,696 | -23.8% | 157 | 0.0% | 0.00% | 0.0% | |
BABA | Sell | Alibaba Group Holding Ltdsponsored ads | $13,792 | -9.1% | 159 | -12.6% | 0.00% | 0.0% |
ALCO | Alico Inc | $17,472 | -2.0% | 700 | 0.0% | 0.00% | 0.0% | |
EA Series Truststrive us energy | $29,328 | +9.9% | 975 | 0.0% | 0.00% | 0.0% | ||
AAL | American Airlines Group Inc | $12,938 | -28.6% | 1,010 | 0.0% | 0.00% | 0.0% | |
ABC | Cencora Inc | $17,997 | -6.5% | 100 | 0.0% | 0.00% | 0.0% | |
APH | Amphenol Corpcl a | $14,278 | -1.1% | 170 | 0.0% | 0.00% | 0.0% | |
Annaly Capital Management Inc | $18,810 | -6.0% | 1,000 | 0.0% | 0.00% | 0.0% | ||
ATR | APTARGROUP INC | $29,384 | +7.9% | 235 | 0.0% | 0.00% | 0.0% | |
ADSK | Sell | Autodesk Inc | $30,002 | -0.2% | 145 | -1.4% | 0.00% | 0.0% |
BP | Sell | BP PLCsponsored adr | $12,971 | -61.2% | 335 | -64.7% | 0.00% | 0.0% |
BK | BK OF NY MELLON CP | $17,060 | -4.2% | 400 | 0.0% | 0.00% | 0.0% | |
SAM | New | Boston Beer Co Inc/Thecl a | $17,918 | – | 46 | +100.0% | 0.00% | – |
Sell | Brookfield Corp | $15,370 | +2.0% | 461 | -0.2% | 0.00% | 0.0% | |
BURL | Burlington Stores Inc | $12,177 | -14.0% | 90 | 0.0% | 0.00% | 0.0% | |
CNI | CDN NATL RAILWAYS | $21,666 | -10.5% | 200 | 0.0% | 0.00% | 0.0% | |
New | Canadian Pacific Kansas City Lnone | $22,323 | – | 300 | +100.0% | 0.00% | – | |
CNNE | Cannae Holdings Inc | $31,054 | -7.8% | 1,666 | 0.0% | 0.00% | 0.0% | |
CSL | CARLISLE COS INC | $25,926 | +1.1% | 100 | 0.0% | 0.00% | 0.0% | |
KMX | Buy | CarMax Inc | $22,563 | -15.0% | 319 | +0.6% | 0.00% | 0.0% |
CG | CARLYLE GROUP/THE | $30,160 | -5.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
CNP | CenterPoint Energy Inc | $17,453 | -7.9% | 650 | 0.0% | 0.00% | 0.0% | |
CINF | Sell | Cincinnati Financial Corp | $12,479 | +4.3% | 122 | -0.8% | 0.00% | 0.0% |
CTAS | CINTAS CORP | $21,645 | -3.2% | 45 | 0.0% | 0.00% | 0.0% | |
CAG | Sell | CONAGRA FOODS INC | $28,626 | -63.2% | 1,044 | -54.8% | 0.00% | -66.7% |
CRANE HOLDINGS CO | $23,228 | -1.5% | 418 | 0.0% | 0.00% | 0.0% | ||
CCI | Sell | Crown Castle Inc | $22,179 | -27.9% | 241 | -10.7% | 0.00% | 0.0% |
DELL | Dell Technologies Inccl c | $13,780 | +27.3% | 200 | 0.0% | 0.00% | – | |
DXLG | Destination XL Group Inc | $16,115 | -8.6% | 3,597 | 0.0% | 0.00% | 0.0% | |
DOCU | DocuSign Inc | $31,920 | -17.8% | 760 | 0.0% | 0.00% | -50.0% | |
DPZ | Domino's Pizza Inc | $17,045 | +12.4% | 45 | 0.0% | 0.00% | 0.0% | |
DraftKings Inc | $29,440 | +10.8% | 1,000 | 0.0% | 0.00% | 0.0% | ||
EOG | EOG Resources Inc | $29,155 | +10.8% | 230 | 0.0% | 0.00% | 0.0% | |
ITEQ | ETF Managers Trustbluestar israel | $13,603 | -10.8% | 330 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC | $25,969 | -1.3% | 589 | 0.0% | 0.00% | 0.0% | |
EIX | EDISON INTERNATIONAL | $14,557 | -8.9% | 230 | 0.0% | 0.00% | 0.0% | |
ETR | Entergy Corp | $13,413 | -5.0% | 145 | 0.0% | 0.00% | 0.0% | |
EQR | Buy | Equity Residentialsh ben int | $21,194 | -8.2% | 361 | +3.1% | 0.00% | 0.0% |
EVRG | Evergy Inc | $32,803 | -13.2% | 647 | 0.0% | 0.00% | -50.0% | |
ES | Eversource Energy | $21,923 | -18.0% | 377 | 0.0% | 0.00% | 0.0% | |
FXO | First Trust Advisors LPfinls alphadex | $20,731 | +0.3% | 548 | 0.0% | 0.00% | 0.0% | |
FXH | First Trust Advisors LPhlth care alph | $27,010 | -10.3% | 278 | 0.0% | 0.00% | 0.0% | |
SKYY | First Trust Advisors LP | $29,225 | -0.0% | 385 | 0.0% | 0.00% | 0.0% | |
FTGC | First Trust Advisors LPfst tr glb fd | $12,192 | +5.4% | 508 | 0.0% | 0.00% | – | |
BEN | Franklin Resources Inc | $29,496 | -8.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
GCI | Gannett Co Inc | $12,250 | +8.9% | 5,000 | 0.0% | 0.00% | – | |
GM | Sell | General Motors Co | $24,859 | -16.3% | 754 | -2.1% | 0.00% | 0.0% |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $18,960 | -14.0% | 767 | 0.0% | 0.00% | 0.0% | |
GL | Globe Life Inc | $19,028 | -0.8% | 175 | 0.0% | 0.00% | 0.0% | |
GWW | Sell | WW Grainger Inc | $17,296 | -24.4% | 25 | -13.8% | 0.00% | 0.0% |
HSY | HERSHEY CO (THE) | $30,012 | -19.9% | 150 | 0.0% | 0.00% | -50.0% | |
HPE | Hewlett Packard Enterprise Co | $20,149 | +3.4% | 1,160 | 0.0% | 0.00% | 0.0% | |
HLT | Sell | Hilton Worldwide Holdings Inc | $25,680 | +2.6% | 171 | -0.6% | 0.00% | 0.0% |
ICE | INTERCONTINENTAL EXCHANGE | $12,652 | -2.7% | 115 | 0.0% | 0.00% | 0.0% | |
IP | Sell | International Paper Co | $12,415 | -76.3% | 350 | -78.8% | 0.00% | -50.0% |
SPHQ | Invesco Capital Management LLCs&p500 quality | $20,316 | -0.8% | 406 | 0.0% | 0.00% | 0.0% | |
PGF | Invesco Capital Management LLCfinl pfd etf | $14,060 | -2.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
PIO | Invesco Capital Management LLCglobal water | $14,357 | -5.6% | 425 | 0.0% | 0.00% | 0.0% | |
PCY | Invesco Capital Management LLCemrng mkt svrg | $18,197 | -6.3% | 996 | 0.0% | 0.00% | 0.0% | |
BSCR | Invesco ETFs/USA | $18,735 | -1.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
IVW | ISHARESs&p 500 grwt etf | $20,526 | -2.9% | 300 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARESglob hlthcre etf | $28,847 | -3.0% | 350 | 0.0% | 0.00% | 0.0% | |
IWP | Sell | BlackRock Fund Advisorsrus md cp gr etf | $21,193 | -29.3% | 232 | -25.2% | 0.00% | 0.0% |
IBB | ISHARESishares biotech | $23,357 | -3.7% | 191 | 0.0% | 0.00% | 0.0% | |
ICF | ISHAREScohen steer reit | $24,077 | -9.7% | 480 | 0.0% | 0.00% | 0.0% | |
IMCB | BlackRock Fund Advisorsmrgstr md cp etf | $25,087 | -5.6% | 420 | 0.0% | 0.00% | 0.0% | |
ICLN | Buy | ISHARES TRUSTgl clean ene etf | $28,743 | +104.2% | 1,966 | +157.0% | 0.00% | 0.0% |
ISCB | BlackRock Fund Advisorsmrgstr sm cp etf | $14,125 | -5.3% | 300 | 0.0% | 0.00% | 0.0% | |
VLUE | BlackRock Fund Advisorsmsci usa value | $24,041 | -3.3% | 265 | 0.0% | 0.00% | 0.0% | |
DGRO | iShares ETFs/USAcore div grwth | $24,765 | -3.9% | 500 | 0.0% | 0.00% | 0.0% | |
IBDO | BlackRock Fund Advisorsibonds dec23 etf | $25,360 | +0.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
IBDP | iShares ETFs/USAibonds dec24 etf | $24,730 | +0.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
IGRO | BlackRock Fund Advisorsintl div grwth | $12,336 | -4.4% | 208 | 0.0% | 0.00% | 0.0% | |
AMJ | Sell | JP Morgan ETNs/USAalerian ml etn | $28,084 | +2.3% | 1,137 | -5.1% | 0.00% | 0.0% |
KEY | KeyCorp | $32,280 | +16.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
LH | Laboratory Corp of America Hol | $14,074 | -16.7% | 70 | 0.0% | 0.00% | 0.0% | |
LAMR | Sell | Lamar Advertising Cocl a | $29,799 | -60.3% | 357 | -52.8% | 0.00% | -66.7% |
LEA | Sell | Lear Corp | $26,840 | -62.6% | 200 | -60.0% | 0.00% | -66.7% |
LTHM | Livent Corp | $25,424 | -32.9% | 1,381 | 0.0% | 0.00% | -50.0% | |
LULU | LULULEMON ATHLETIC | $17,352 | +1.9% | 45 | 0.0% | 0.00% | 0.0% | |
MTB | M&T Bank Corp | $23,773 | +2.2% | 188 | 0.0% | 0.00% | 0.0% | |
MSCI | Buy | MSCI Inc | $22,575 | +11.9% | 44 | +2.3% | 0.00% | 0.0% |
MHK | Mohawk Industries Inc | $29,090 | -16.8% | 339 | 0.0% | 0.00% | 0.0% | |
MNST | Sell | Monster Beverage Corp | $23,616 | -22.1% | 446 | -15.5% | 0.00% | 0.0% |
MOGA | Moog Inccl a | $29,596 | +4.2% | 262 | 0.0% | 0.00% | 0.0% | |
MYE | Myers Industries Inc | $16,137 | -7.7% | 900 | 0.0% | 0.00% | 0.0% | |
NEM | NEWMONT MINING CP | $13,856 | -13.4% | 375 | 0.0% | 0.00% | 0.0% | |
NLOK | Sell | Gen Digital Inc | $12,641 | -16.6% | 715 | -12.5% | 0.00% | 0.0% |
NEA | Nuveen Closed-End Funds/USA | $24,200 | -11.4% | 2,500 | 0.0% | 0.00% | 0.0% | |
NZF | Nuveen Closed-End Funds/USA | $26,075 | -10.5% | 2,500 | 0.0% | 0.00% | 0.0% | |
NTR | Nutrien Ltd | $12,352 | +4.6% | 200 | 0.0% | 0.00% | – | |
OXY | Occidental Petroleum Corp | $29,391 | +10.3% | 453 | 0.0% | 0.00% | 0.0% | |
ONTO | Onto Innovation Inc | $25,504 | +9.5% | 200 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | Organon & Co | $20,954 | -25.2% | 1,207 | -10.4% | 0.00% | 0.0% |
PJT | Sell | PJT Partners Inc | $27,407 | +9.3% | 345 | -4.2% | 0.00% | 0.0% |
PLTR | Palantir Technologies Inccl a | $12,800 | +4.4% | 800 | 0.0% | 0.00% | 0.0% | |
PLL | Piedmont Lithium Inc | $11,434 | -31.2% | 288 | 0.0% | 0.00% | 0.0% | |
MINT | Pimco ETF Trustenhan shrt ma ac | $15,021 | +0.4% | 150 | 0.0% | 0.00% | 0.0% | |
NOBL | ProShare Advisors LLCs&p 500 dv arist | $26,565 | -6.1% | 300 | 0.0% | 0.00% | 0.0% | |
PEG | Public Service Enterprise Grou | $22,765 | -9.1% | 400 | 0.0% | 0.00% | 0.0% | |
RXO Inc | $25,629 | -13.0% | 1,299 | 0.0% | 0.00% | 0.0% | ||
O | Sell | REALTY INCOME CORP | $14,982 | -21.2% | 300 | -5.7% | 0.00% | 0.0% |
RF | Regions Financial Corp | $13,760 | -3.5% | 800 | 0.0% | 0.00% | 0.0% | |
RELX | Buy | RELX PLCsponsored adr | $13,345 | +2.4% | 396 | +1.5% | 0.00% | 0.0% |
QSR | Buy | RESTAURANT BRANDS INTERNATIONA | $15,922 | -10.3% | 239 | +4.4% | 0.00% | 0.0% |
RVNC | Revance Therapeutics Inc | $12,961 | -54.7% | 1,130 | 0.0% | 0.00% | 0.0% | |
KBE | STATE STREET ETF/USAs&p bk etf | $28,448 | +2.4% | 772 | 0.0% | 0.00% | 0.0% | |
SPTM | SSgA Funds Management Incportfoli s&p1500 | $21,626 | -3.6% | 412 | 0.0% | 0.00% | 0.0% | |
XSD | State Street Global Advisors Incs&p semicndctr | $13,721 | -11.4% | 70 | 0.0% | 0.00% | 0.0% | |
SPHY | SSGA FUNDS MANAGEMENT INCportfli high yld | $26,545 | -1.8% | 1,184 | 0.0% | 0.00% | 0.0% | |
SCHW | Sell | Charles Schwab Corp/The | $25,089 | -84.0% | 457 | -83.5% | 0.00% | -85.7% |
SCHM | Charles Schwab Investment Management Incus mid-cap etf | $18,341 | -4.7% | 271 | 0.0% | 0.00% | 0.0% | |
SCHA | Charles Schwab Investment Management Incus sml cap etf | $16,899 | -5.4% | 408 | 0.0% | 0.00% | 0.0% | |
FNDE | Schwab ETFs/USAschwb fdt emk lg | $13,110 | -2.1% | 500 | 0.0% | 0.00% | 0.0% | |
FNDX | Charles Schwab Investment Management Incschwab fdt us lg | $23,563 | -2.8% | 421 | 0.0% | 0.00% | 0.0% | |
SCHD | CHARLES SCHWAB INVESTMENT MANAGEMENT INCus dividend eq | $20,874 | -2.6% | 295 | 0.0% | 0.00% | 0.0% | |
SAIC | Science Applications Internati | $18,470 | -6.2% | 175 | 0.0% | 0.00% | 0.0% | |
XLB | SELECT SECTOR SPDRsbi materials | $28,828 | -5.2% | 367 | 0.0% | 0.00% | 0.0% | |
XLY | SELECT SECTOR SPDRsbi cons discr | $28,172 | -5.2% | 175 | 0.0% | 0.00% | 0.0% | |
XLI | State Street Global Advisors Incsbi int-inds | $25,345 | -5.5% | 250 | 0.0% | 0.00% | 0.0% | |
SRE | Buy | SEMPRA ENERGY | $13,606 | -6.5% | 200 | +100.0% | 0.00% | 0.0% |
SHAK | Shake Shack Inccl a | $19,744 | -25.3% | 340 | 0.0% | 0.00% | 0.0% | |
SOFI | SoFi Technologies Inc | $21,877 | -4.2% | 2,738 | 0.0% | 0.00% | 0.0% | |
LUV | Sell | SOUTHWEST AIRLINES | $27,070 | -62.6% | 1,000 | -50.0% | 0.00% | -66.7% |
SRCL | Buy | Stericycle Inc | $16,722 | +2.9% | 374 | +6.9% | 0.00% | 0.0% |
SU | Sell | SUNCOR ENERGY INC | $12,961 | +16.3% | 377 | -0.8% | 0.00% | – |
TRP | TC Energy Corp | $16,861 | -14.8% | 490 | 0.0% | 0.00% | 0.0% | |
TDY | New | Teledyne Technologies Inc | $15,117 | – | 37 | +100.0% | 0.00% | – |
TNL | TRAVEL PLUS LEISURE CO | $14,692 | -8.9% | 400 | 0.0% | 0.00% | 0.0% | |
UA | Under Armour Inccl c | $26,260 | -4.9% | 4,116 | 0.0% | 0.00% | 0.0% | |
VLO | Valero Energy Corp | $29,192 | +20.8% | 206 | 0.0% | 0.00% | 0.0% | |
VWOB | VANGUARD GROUP INC/THEem mk gov bd etf | $14,317 | -5.0% | 242 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD ETF/USAmaterials etf | $30,191 | -5.2% | 175 | 0.0% | 0.00% | 0.0% | |
VONG | VANGUARD ETF/USAvng rus1000grw | $13,688 | -3.3% | 200 | 0.0% | 0.00% | 0.0% | |
VONV | New | VANGUARD ETF/USAvng rus1000val | $14,932 | – | 224 | +100.0% | 0.00% | – |
VCIT | VANGUARD ETF/USAint-term corp | $31,836 | -3.9% | 419 | 0.0% | 0.00% | 0.0% | |
VEC | V2X Inc | $16,066 | +4.2% | 311 | 0.0% | 0.00% | 0.0% | |
VOE | Vanguard ETF/USAmcap vl idxvip | $33,395 | -5.4% | 255 | 0.0% | 0.00% | 0.0% | |
VXF | Vanguard Group Inc/Theextend mkt etf | $19,923 | -3.7% | 139 | 0.0% | 0.00% | 0.0% | |
VMW | VMware Inc | $14,650 | +15.9% | 88 | 0.0% | 0.00% | 0.0% | |
Sell | Warner Bros Discovery Inc | $28,909 | -75.6% | 2,662 | -71.9% | 0.00% | -80.0% | |
DNL | WisdomTree Asset Management Incglb us qtly div | $19,736 | -6.6% | 590 | 0.0% | 0.00% | 0.0% | |
XSOE | WisdomTree Asset Management Incem ex st-owned | $27,950 | -4.6% | 1,048 | 0.0% | 0.00% | 0.0% | |
Wolfspeed Inc | $17,145 | -31.5% | 450 | 0.0% | 0.00% | 0.0% | ||
WDAY | Sell | Workday Inccl a | $11,602 | -6.6% | 54 | -1.8% | 0.00% | 0.0% |
WH | Wyndham Hotels & Resorts Inc | $27,816 | +1.4% | 400 | 0.0% | 0.00% | 0.0% | |
NVT | nVent Electric PLC | $26,866 | +2.6% | 507 | 0.0% | 0.00% | 0.0% | |
RNR | RenaissanceRe Holdings Ltd | $24,740 | +6.1% | 125 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $26,353 | +0.2% | 407 | 0.0% | 0.00% | 0.0% | |
ALC | Sell | ALCON AG | $14,564 | -60.0% | 189 | -57.3% | 0.00% | -50.0% |
KNX | Sell | Knight-Swift Transportation Hocl a | $1,956 | -20.0% | 39 | -11.4% | 0.00% | – |
KMPR | Kemper Corp | $883 | -12.8% | 21 | 0.0% | 0.00% | – | |
KKR | Sell | KKR & Co Inc | $4,928 | +4.8% | 80 | -4.8% | 0.00% | – |
REZI | Resideo Technologies Inc | $1,975 | -10.6% | 125 | 0.0% | 0.00% | – | |
Sell | Perimeter Solutions SA | $259 | -27.5% | 57 | -1.7% | 0.00% | – | |
CRNT | Ceragon Networks Ltdord | $1,363 | -2.4% | 665 | 0.0% | 0.00% | – | |
KAR | OPENLANE Inc | $1,238 | -2.0% | 83 | 0.0% | 0.00% | – | |
Buy | Rivian Automotive Inc | $4,856 | +191.5% | 200 | +100.0% | 0.00% | – | |
JMIA | Jumia Technologies AGsponsored ads | $238 | -22.7% | 90 | 0.0% | 0.00% | – | |
JCOM | J2 GLOBAL COMMUNIC | $5,414 | -9.1% | 85 | 0.0% | 0.00% | – | |
JLL | New | Jones Lang LaSalle Inc | $1,412 | – | 10 | +100.0% | 0.00% | – |
ROST | Sell | Ross Stores Inc | $452 | -99.6% | 4 | -99.6% | 0.00% | -100.0% |
JHMD | John Hancock Exchange-Traded Fmulti intl etf | $10,469 | -3.8% | 350 | 0.0% | 0.00% | – | |
JBLU | JetBlue Airways Corp | $230 | -48.1% | 50 | 0.0% | 0.00% | – | |
RGT | Royce & Associates LP | $209 | -5.9% | 24 | 0.0% | 0.00% | – | |
RVT | Buy | ROYCE & ASSOCIATES LLC | $3,784 | -5.1% | 294 | +1.7% | 0.00% | – |
RYAAY | Sell | Ryanair Holdings PLCsponsored ads | $7,194 | -14.4% | 74 | -2.6% | 0.00% | – |
MUB | Sell | ISHARES/USAnational mun etf | $1,846 | -97.1% | 18 | -96.9% | 0.00% | -100.0% |
SBAC | SBA Communications Corpcl a | $2,602 | -13.6% | 13 | 0.0% | 0.00% | – | |
EMB | iShares ETFs/USAjpmorgan usd emg | $578 | -4.6% | 7 | 0.0% | 0.00% | – | |
ACWX | iShares ETFs/USAmsci acwi ex us | $5,265 | -4.5% | 112 | 0.0% | 0.00% | – | |
IJS | New | ISHARESsp smcp600vl etf | $4,461 | – | 50 | +100.0% | 0.00% | – |
IUSV | New | BlackRock Fund Advisorscore s&p us vlu | $1,418 | – | 19 | +100.0% | 0.00% | – |
IGE | New | BlackRock Fund Advisorsnorth amern nat | $998 | – | 24 | +100.0% | 0.00% | – |
ITOT | BlackRock Fund Advisorscore s&p ttl stk | $2,449 | -3.7% | 26 | 0.0% | 0.00% | – | |
SPYG | Sell | SSgA Funds Management Incprtflo s&p500 gw | $9,485 | -70.4% | 160 | -69.5% | 0.00% | -100.0% |
EEMV | BlackRock Fund Advisorsmsci emerg mrkt | $9,336 | -3.0% | 175 | 0.0% | 0.00% | – | |
SPYV | Sell | SSGA FUNDS MANAGEMENT INCprtflo s&p500 vl | $9,284 | -69.8% | 225 | -68.4% | 0.00% | -100.0% |
SPIP | SSGA FUNDS MANAGEMENT INCportfli tips etf | $4,223 | -3.9% | 170 | 0.0% | 0.00% | – | |
SPTI | SSgA Funds Management Incportfli intrmdit | $6,883 | -2.7% | 250 | 0.0% | 0.00% | – | |
XME | SSGA Funds Managements&p metals mng | $8,400 | +3.3% | 160 | 0.0% | 0.00% | – | |
FXC | Rydex Investments | $9,743 | -2.4% | 135 | 0.0% | 0.00% | – | |
SSYS | Stratasys Ltd | $2,722 | -23.4% | 200 | 0.0% | 0.00% | – | |
WIX | Sell | Wix.com Ltd | $459 | -34.8% | 5 | -44.4% | 0.00% | – |
ACHC | Sell | Acadia Healthcare Co Inc | $1,195 | -25.0% | 17 | -15.0% | 0.00% | – |
XBI | State Street Global Advisors Incs&p biotech | $3,651 | -12.2% | 50 | 0.0% | 0.00% | – | |
PXF | Invesco Capital Management LLCftse rafi dev | $4,658 | -3.2% | 107 | 0.0% | 0.00% | – | |
SPTS | State Street Global Advisors Incportfolio sh tsr | $8,472 | -0.2% | 295 | 0.0% | 0.00% | – | |
PRFZ | Buy | Invesco Capital Management LLCftse rafi 1500 | $2,309 | -4.0% | 70 | +400.0% | 0.00% | – |
AMN | New | AMN HEALTHCARE SVS | $1,107 | – | 13 | +100.0% | 0.00% | – |
TFI | Nuveen Asset Management LLCnuveen blmbrg mu | $11,187 | -5.3% | 256 | 0.0% | 0.00% | – | |
PBW | Invesco Capital Management LLCwilderhil clan | $2,200 | -21.7% | 70 | 0.0% | 0.00% | – | |
IQI | Van Kampen Funds/Closed-end/US | $1,653 | -12.2% | 197 | 0.0% | 0.00% | – | |
SBH | Sell | Sally Beauty Holdings Inc | $243 | -76.9% | 29 | -65.9% | 0.00% | – |
SAP | New | SAP SEspon adr | $5,302 | – | 41 | +100.0% | 0.00% | – |
IART | Integra LifeSciences Holdings | $1,337 | -7.2% | 35 | 0.0% | 0.00% | – | |
RACE | FERRARI NV | $2,955 | -9.1% | 10 | 0.0% | 0.00% | – | |
SCHB | Charles Schwab Investment Management Incus brd mkt etf | $9,372 | -3.6% | 188 | 0.0% | 0.00% | – | |
ING | ING Groep NVsponsored adr | $2,636 | -2.2% | 200 | 0.0% | 0.00% | – | |
INDB | Independent Bank Corp | $4,909 | +10.3% | 100 | 0.0% | 0.00% | – | |
SCHV | Charles Schwab Investment Management Incus lcap va etf | $2,256 | -3.9% | 35 | 0.0% | 0.00% | – | |
LYB | LyondellBasell Industries NV | $5,587 | +3.1% | 59 | 0.0% | 0.00% | – | |
NXPI | NXP Semiconductors NV | $6,997 | -2.3% | 35 | 0.0% | 0.00% | – | |
ADT | Buy | Prime Security Services Topco | $1,506 | +2.4% | 251 | +2.9% | 0.00% | – |
STLA | Sell | STELLANTIS NV | $4,668 | -7.6% | 244 | -15.3% | 0.00% | – |
FNDF | Charles Schwab Investment Management Incschwb fdt int lg | $10,768 | -1.9% | 340 | 0.0% | 0.00% | – | |
FNDA | Charles Schwab Investment Management Incschwab fdt us sc | $8,728 | -3.9% | 180 | 0.0% | 0.00% | – | |
ABM | New | ABM Industries Inc | $1,280 | – | 32 | +100.0% | 0.00% | – |
FLEX | FLEXTRONICS INTLord | $1,349 | -2.4% | 50 | 0.0% | 0.00% | – | |
IDXX | IDEXX Laboratories Inc | $1,312 | -12.9% | 3 | 0.0% | 0.00% | – | |
SCHH | Schwab ETFs/USAus reit etf | $1,917 | -9.1% | 108 | 0.0% | 0.00% | – | |
IDA | IDACORP Inc | $1,779 | -8.7% | 19 | 0.0% | 0.00% | – | |
IPGP | IPG Photonics Corp | $3,046 | -25.3% | 30 | 0.0% | 0.00% | – | |
INSW | New | International Seaways Inc | $1,260 | – | 28 | +100.0% | 0.00% | – |
MAXN | SUNPOWER CORP | $35 | -58.3% | 3 | 0.0% | 0.00% | – | |
H | Sell | Hyatt Hotels Corp | $4,243 | -17.7% | 40 | -11.1% | 0.00% | – |
HUN | Sell | Huntsman Corp | $561 | -54.9% | 23 | -50.0% | 0.00% | – |
SBLK | Buy | Oaktree Capital Group Holdings | $1,234 | +20.2% | 64 | +10.3% | 0.00% | – |
HII | Huntington Ingalls Industries | $8,388 | -10.1% | 41 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR CO | $3,364 | +11.0% | 100 | 0.0% | 0.00% | – | |
RGA | Exit | Reinsurance Group of America I | $0 | – | -10 | -100.0% | 0.00% | – |
HGV | Sell | Hilton Grand Vacations Inc | $1,180 | -33.4% | 29 | -25.6% | 0.00% | – |
HRI | Sell | Herc Holdings Inc | $1,546 | -24.7% | 13 | -13.3% | 0.00% | – |
SIGI | Sell | Selective Insurance Group Inc | $929 | -11.9% | 9 | -18.2% | 0.00% | – |
Sell | Kyndryl Holdings Inc | $1,812 | -40.2% | 120 | -47.4% | 0.00% | – | |
AFRM | Affirm Holdings Inc | $11,082 | +38.8% | 521 | 0.0% | 0.00% | – | |
RL | Sell | Ralph Lauren Corpcl a | $1,045 | -29.4% | 9 | -25.0% | 0.00% | – |
KLIC | Sell | Kulicke & Soffa Industries Inc | $10,310 | -21.5% | 212 | -4.1% | 0.00% | -100.0% |
ASIX | AdvanSix Inc | $715 | -11.2% | 23 | 0.0% | 0.00% | – | |
RBC | Sell | REGAL-BELOIT CORP | $5,001 | -42.0% | 35 | -37.5% | 0.00% | – |
KFY | Sell | KORN/FERRY INTERNATIONAL | $806 | -9.6% | 17 | -5.6% | 0.00% | – |
RGNX | REGENXBIO Inc | $3,078 | -17.7% | 187 | 0.0% | 0.00% | – | |
ACIW | Buy | ACI WORLDWIDE INC | $1,241 | +24.6% | 55 | +27.9% | 0.00% | – |
FREY | FREYR Battery SA | $3,985 | -47.7% | 815 | 0.0% | 0.00% | – | |
KMI | Kinder Morgan Inc | $4,244 | -3.7% | 256 | 0.0% | 0.00% | – | |
NOW | ServiceNow Inc | $3,913 | -0.5% | 7 | 0.0% | 0.00% | – | |
SEVEN HILLS REALTY TRUST | $3,101 | +6.4% | 284 | 0.0% | 0.00% | – | ||
Exit | Zimmer Biomet Holdings Inc | $0 | – | -1 | -100.0% | 0.00% | – | |
HL | Hecla Mining Co | $8,211 | -24.1% | 2,100 | 0.0% | 0.00% | – | |
SHOP | SHOPIFY INCcl a | $2,729 | -15.5% | 50 | 0.0% | 0.00% | – | |
HE | Hawaiian Electric Industries I | $9,233 | -66.0% | 750 | 0.0% | 0.00% | -100.0% | |
SWKS | Skyworks Solutions Inc | $592 | -10.8% | 6 | 0.0% | 0.00% | – | |
AOS | A O Smith Corp | $8,861 | -9.1% | 134 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON | $3,306 | -6.1% | 100 | 0.0% | 0.00% | – | |
SNOW | Snowflake Inccl a | $6,111 | -13.2% | 40 | 0.0% | 0.00% | – | |
THG | Sell | Hanover Insurance Group Inc/Th | $999 | -19.6% | 9 | -18.2% | 0.00% | – |
JEPI | Exit | JP Morgan ETFs/USAequity premium | $0 | – | -144 | -100.0% | 0.00% | – |
SPR | Sell | SPIRIT AEROSYSTEMS | $581 | -62.4% | 36 | -32.1% | 0.00% | – |
HASI | Hannon Armstrong Sustainable I | $360 | -15.3% | 17 | 0.0% | 0.00% | – | |
HBI | HANESBRANDS INC | $1,980 | -12.8% | 500 | 0.0% | 0.00% | – | |
Haleon PLCspon ads | $1,250 | -0.6% | 150 | 0.0% | 0.00% | – | ||
HAIN | Buy | Hain Celestial Group Inc/The | $1,317 | -14.4% | 127 | +3.3% | 0.00% | – |
SWK | Sell | Stanley Black & Decker Inc | $11,116 | -69.0% | 133 | -65.3% | 0.00% | -100.0% |
HSBC | Buy | HSBC HLDGSspon adr new | $10,339 | +1.5% | 262 | +1.9% | 0.00% | – |
HF Sinclair Corp | $1,366 | +27.5% | 24 | 0.0% | 0.00% | – | ||
GRC | GORMAN-RUPP CO/THE | $6,580 | +14.1% | 200 | 0.0% | 0.00% | – | |
GIM | Exit | Franklin Advisers Inc | $0 | – | -186 | -100.0% | 0.00% | – |
SF | Sell | Stifel Financial Corp | $1,413 | -8.9% | 23 | -11.5% | 0.00% | – |
GT | Sell | Goodyear Tire & Rubber Co/The | $957 | -13.6% | 77 | -4.9% | 0.00% | – |
RGR | Sturm Ruger & Co Inc | $3,909 | -1.6% | 75 | 0.0% | 0.00% | – | |
SMFG | Buy | Sumitomo Mitsui Financial Grousponsored adr | $5,467 | +16.2% | 555 | +1.5% | 0.00% | – |
SUM | Summit Materials Inccl a | $561 | -17.6% | 18 | 0.0% | 0.00% | – | |
LIT | Global X ETFs/USAlithium btry etf | $11,034 | -15.1% | 200 | 0.0% | 0.00% | -100.0% | |
ACA | Exit | Arcosa Inc | $0 | – | -8 | -100.0% | 0.00% | – |
SPWR | SUNPOWER CORP | $167 | -37.0% | 27 | 0.0% | 0.00% | – | |
Sell | Sylvamo Corp | $1,362 | -84.1% | 31 | -85.4% | 0.00% | – | |
SYNA | Buy | Synaptics Inc | $1,431 | +11.7% | 16 | +6.7% | 0.00% | – |
GPN | Global Payments Inc | $5,770 | +17.1% | 50 | 0.0% | 0.00% | – | |
GNL | New | Global Net Lease Inc | $6,439 | – | 670 | +100.0% | 0.00% | – |
TMUS | Buy | T-MOBILE US INC | $8,123 | +27.1% | 58 | +26.1% | 0.00% | – |
GSK PLCsponsored adr | $4,350 | +1.7% | 120 | 0.0% | 0.00% | – | ||
TPR | Buy | Tapestry Inc | $1,064 | -24.6% | 37 | +12.1% | 0.00% | – |
GTX | GARRETT MOTION INC | $118 | +3.5% | 15 | 0.0% | 0.00% | – | |
TMHC | Taylor Morrison Home Corp | $1,108 | -12.6% | 26 | 0.0% | 0.00% | – | |
TKR | Exit | Timken Co/The | $0 | – | -19 | -100.0% | 0.00% | – |
TDC | Sell | TERADATA CORP | $3,512 | -57.8% | 78 | -50.0% | 0.00% | – |
FCEL | FUELCELL ENERGY INC | $87 | -40.8% | 68 | 0.0% | 0.00% | – | |
TCBI | Sell | Texas Capital Bancshares Inc | $1,237 | +4.4% | 21 | -8.7% | 0.00% | – |
New | Fortrea Holdings Incnone | $1,172 | – | 41 | +100.0% | 0.00% | – | |
FORM | FormFactor Inc | $1,572 | +2.1% | 45 | 0.0% | 0.00% | – | |
FHTX | Foghorn Therapeutics Inc | $7,500 | -29.0% | 1,500 | 0.0% | 0.00% | – | |
DDD | 3D Systems Corp | $5,892 | -50.6% | 1,200 | 0.0% | 0.00% | -100.0% | |
FLR | Buy | Fluor Corp | $2,129 | +33.2% | 58 | +7.4% | 0.00% | – |
TDW | TIDEWATER INC NEW | $355 | +28.2% | 5 | 0.0% | 0.00% | – | |
TLRY | Tilray Brands Inc | $729 | +53.2% | 305 | 0.0% | 0.00% | – | |
FE | FirstEnergy Corp | $6,836 | -12.1% | 200 | 0.0% | 0.00% | – | |
First Trust ETFs/USAcboe vest u s eq | $10,002 | +0.0% | 295 | 0.0% | 0.00% | – | ||
TTE | TotalEnergies SEsponsored ads | $5,261 | +14.1% | 80 | 0.0% | 0.00% | – | |
FEP | First Trust ETFs/USAeurope alphadex | $8,087 | -4.1% | 245 | 0.0% | 0.00% | – | |
TRU | Sell | TransUnion | $1,292 | -13.2% | 18 | -5.3% | 0.00% | – |
FWONK | Exit | Liberty Media Corp | $0 | – | -28 | -100.0% | 0.00% | – |
FR | Buy | First Industrial Realty Trust | $1,095 | +131.0% | 23 | +155.6% | 0.00% | – |
FHB | Buy | First Hawaiian Inc | $1,534 | +6.5% | 85 | +6.2% | 0.00% | – |
FCNCA | First Citizens BancShares Inc/cl a | $2,760 | +7.5% | 2 | 0.0% | 0.00% | – | |
TYL | Tyler Technologies Inc | $3,089 | -7.3% | 8 | 0.0% | 0.00% | – | |
FBP | Sell | First BanCorp/Puerto Rico | $1,359 | -1.6% | 101 | -10.6% | 0.00% | – |
B Riley Financial Inc | $3,316 | -66.4% | 20,000 | 0.0% | 0.00% | – | ||
FIGS | Figs Inccl a | $1,534 | -28.7% | 260 | 0.0% | 0.00% | – | |
UAA | Under Armour Inccl a | $3,274 | -5.1% | 478 | 0.0% | 0.00% | – | |
Fidelity National Financial In | $10,017 | +13.2% | 357 | 0.0% | 0.00% | – | ||
ROBO | EXCHANGE TRADED CONCEPTS LLCrobo glb etf | $8,108 | -14.0% | 161 | 0.0% | 0.00% | – | |
EVTCY | Evotec SEsponsored ads | $4,155 | -12.7% | 421 | 0.0% | 0.00% | – | |
ETSY | Etsy Inc | $452 | -23.6% | 7 | 0.0% | 0.00% | – | |
NVST | Sell | Envista Holdings Corp | $1,422 | -19.2% | 51 | -1.9% | 0.00% | – |
U | Buy | Unity Software Inc | $1,883 | -16.6% | 60 | +15.4% | 0.00% | – |
ENTG | Entegris Inc | $6,292 | -15.3% | 67 | 0.0% | 0.00% | – | |
UHS | Universal Health Services Inccl b | $9,430 | -20.3% | 75 | 0.0% | 0.00% | – | |
UPWK | Upwork Inc | $227 | +21.4% | 20 | 0.0% | 0.00% | – | |
VFC | Sell | VF Corp | $7,068 | -26.0% | 400 | -20.0% | 0.00% | – |
Sell | Embecta Corp | $1,535 | -31.0% | 102 | -1.0% | 0.00% | – | |
SE | Exit | Sea Ltdsponsord ads | $0 | – | -119 | -100.0% | 0.00% | – |
ESI | New | Element Solutions Inc | $1,177 | – | 60 | +100.0% | 0.00% | – |
EA | ELECTRONIC ARTS | $4,214 | -7.2% | 35 | 0.0% | 0.00% | – | |
EDIT | Editas Medicine Inc | $3,448 | -5.2% | 442 | 0.0% | 0.00% | – | |
EMN | Sell | Eastman Chemical Co | $7,212 | -20.2% | 94 | -13.0% | 0.00% | – |
JETS | ETF Series Solutionsus glb jets | $4,258 | -20.5% | 250 | 0.0% | 0.00% | – | |
VIGI | Vanguard ETF/USAintl dvd etf | $5,350 | -5.0% | 75 | 0.0% | 0.00% | – | |
HHC | Exit | Howard Hughes Corp/The | $0 | – | -90 | -100.0% | 0.00% | – |
VTIP | Sell | VANGUARD ETF/USAstrm infproidx | $2,742 | -91.3% | 58 | -91.3% | 0.00% | -100.0% |
DZSI | Dasan Networks Inc | $118 | -46.8% | 56 | 0.0% | 0.00% | – | |
DY | Sell | Dycom Industries Inc | $1,691 | -25.6% | 19 | -5.0% | 0.00% | – |
DBX | Dropbox Inccl a | $1,362 | +2.1% | 50 | 0.0% | 0.00% | – | |
DIN | Buy | Dine Brands Global Inc | $1,137 | -2.1% | 23 | +15.0% | 0.00% | – |
DXCM | Buy | Dexcom Inc | $10,263 | -25.4% | 110 | +2.8% | 0.00% | -100.0% |
DVN | Devon Energy Corp | $4,770 | -1.3% | 100 | 0.0% | 0.00% | – | |
VDE | New | Vanguard ETF/USAenergy etf | $1,394 | – | 11 | +100.0% | 0.00% | – |
DAN | Buy | Dana Inc | $910 | -7.7% | 62 | +6.9% | 0.00% | – |
CRWD | Crowdstrike Holdings Inccl a | $837 | +14.0% | 5 | 0.0% | 0.00% | – | |
CRTO | Sell | Criteo SAspons ads | $1,285 | -22.3% | 44 | -10.2% | 0.00% | – |
Exit | ProFrac Holding Corp | $0 | – | -818 | -100.0% | 0.00% | – | |
CSGP | Buy | CoStar Group Inc | $5,844 | -11.3% | 76 | +2.7% | 0.00% | – |
BNDW | Vanguard Group Inc/Thetotal wld bd etf | $4,378 | -3.1% | 66 | 0.0% | 0.00% | – | |
BEP | Exit | Brookfield Renewable Partnerspartnership unit | $0 | – | -150 | -100.0% | 0.00% | – |
VMBS | Vanguard Group Inc/Themtg-bkd secs etf | $3,065 | -4.8% | 70 | 0.0% | 0.00% | – | |
ICSH | Exit | iShares ETFs/USAblackrock ultra | $0 | – | -125 | -100.0% | 0.00% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -190 | -100.0% | 0.00% | – |
New | Core Laboratories Incnone | $2,353 | – | 98 | +100.0% | 0.00% | – | |
Consensus Cloud Solutions Inc | $705 | -18.8% | 28 | 0.0% | 0.00% | – | ||
CNDT | Conduent Inc | $522 | +2.4% | 150 | 0.0% | 0.00% | – | |
AFIN | Exit | Necessity Retail REIT Inc/The | $0 | – | -1,000 | -100.0% | 0.00% | – |
CODI | Compass Diversified Holdingssh ben int | $3,041 | -13.5% | 162 | 0.0% | 0.00% | – | |
CVLT | Buy | CommVault Systems Inc | $1,487 | -2.5% | 22 | +4.8% | 0.00% | – |
CMA | Buy | Comerica Inc | $9,806 | -0.6% | 236 | +1.3% | 0.00% | – |
ENOVIS CORPORATION | $158 | -17.7% | 3 | 0.0% | 0.00% | – | ||
COIN | COINBASE GLOBAL INC -CLASS | $1,502 | +5.0% | 20 | 0.0% | 0.00% | – | |
CGNX | Sell | Cognex Corp | $255 | -34.9% | 6 | -14.3% | 0.00% | – |
CLNN | CLENE INC | $992 | -43.6% | 2,000 | 0.0% | 0.00% | – | |
CC | Sell | Chemours Co/The | $10,884 | -31.1% | 388 | -9.3% | 0.00% | -100.0% |
VRSN | Buy | VeriSign Inc | $2,633 | -2.9% | 13 | +8.3% | 0.00% | – |
CHX | Sell | ChampionX Corp | $10,544 | +12.5% | 296 | -2.0% | 0.00% | – |
CE | Celanese Corp | $3,766 | +8.4% | 30 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORP | $1,372 | -27.1% | 100 | 0.0% | 0.00% | – | |
VRT | Sell | Vertiv Holdings Co | $298 | -85.7% | 8 | -90.5% | 0.00% | – |
CGC | Canopy Growth Corp | $821 | +101.7% | 1,048 | 0.0% | 0.00% | – | |
CCJ | Sell | CAMECO CORP | $1,942 | -6.1% | 49 | -25.8% | 0.00% | – |
CME | CME Group Inc | $2,002 | +8.0% | 10 | 0.0% | 0.00% | – | |
SNV | Exit | Synovus Financial Corp | $0 | – | -36 | -100.0% | 0.00% | – |
VNT | Vontier Corp | $6,493 | -4.0% | 210 | 0.0% | 0.00% | – | |
VYGR | VOYAGER THERAPEUTICS INC | $3,875 | -32.3% | 500 | 0.0% | 0.00% | – | |
VMC | Vulcan Materials Co | $4,444 | -10.4% | 22 | 0.0% | 0.00% | – | |
CDW | CDW Corp/DE | $5,044 | +9.9% | 25 | 0.0% | 0.00% | – | |
CBRE | Buy | CBRE Group Inccl a | $2,511 | +11.1% | 34 | +21.4% | 0.00% | – |
CBOE | Buy | Cboe Global Markets Inc | $1,875 | +23.5% | 12 | +9.1% | 0.00% | – |
BFB | BROWN-FORMAN CORPcl b | $115 | -14.2% | 2 | 0.0% | 0.00% | – | |
BRO | Buy | Brown & Brown Inc | $4,330 | +3.1% | 62 | +1.6% | 0.00% | – |
WBA | Walgreens Boots Alliance Inc | $2,713 | -22.0% | 122 | 0.0% | 0.00% | – | |
BNL | Broadstone Net Lease Inc | $915 | -7.4% | 64 | 0.0% | 0.00% | – | |
BCLI | BrainStorm Cell Therapeutics I | $500 | -90.3% | 2,500 | 0.0% | 0.00% | – | |
BAH | Booz Allen Hamilton Holding Cocl a | $2,841 | -2.1% | 26 | 0.0% | 0.00% | – | |
BE | Bloom Energy Corp | $504 | -18.8% | 38 | 0.0% | 0.00% | – | |
BXMT | Sell | Blackstone Mortgage Trust Inc | $3,806 | -84.4% | 175 | -85.1% | 0.00% | -100.0% |
W | WAYFAIR INCcl a | $606 | -6.8% | 10 | 0.0% | 0.00% | – | |
BNTX | BioNTech SEsponsored ads | $2,933 | +0.7% | 27 | 0.0% | 0.00% | – | |
BIG | Big Lots Inc | $7,665 | -42.1% | 1,500 | 0.0% | 0.00% | -100.0% | |
BERY | Sell | Berry Global Group Inc | $1,486 | -23.0% | 24 | -20.0% | 0.00% | – |
WDC | WESTN DIGITAL CORP | $3,468 | +20.3% | 76 | 0.0% | 0.00% | – | |
BDC | Sell | Belden Inc | $1,448 | -5.4% | 15 | -6.2% | 0.00% | – |
WMB | Williams Cos Inc/The | $6,738 | +3.2% | 200 | 0.0% | 0.00% | – | |
WSM | Sell | Williams-Sonoma Inc | $1,243 | -0.6% | 8 | -20.0% | 0.00% | – |
WTFC | Sell | Wintrust Financial Corp | $1,359 | -6.4% | 18 | -10.0% | 0.00% | – |
DGS | WISDOMTREE ETFS/USAemg mkts smcap | $3,470 | -0.6% | 75 | 0.0% | 0.00% | – | |
DFE | WISDOMTREE ASSET MANAGEMENT INCeurope smcp dv | $7,923 | -6.0% | 151 | 0.0% | 0.00% | – | |
SUB | Exit | BlackRock Fund Advisorsshrt nat mun etf | $0 | – | -86 | -100.0% | 0.00% | – |
ELAN | Exit | Elanco Animal Health Inc | $0 | – | -184 | -100.0% | 0.00% | – |
BHC | Bausch Health Cos Inc | $10,217 | +2.7% | 1,243 | 0.0% | 0.00% | – | |
Exit | Spire Global Inc | $0 | – | -1,975 | -100.0% | 0.00% | – | |
WYNN | WYNN RESORTS LTD | $9,795 | -12.5% | 106 | 0.0% | 0.00% | – | |
Buy | Bath & Body Works Inc | $1,386 | -2.7% | 41 | +7.9% | 0.00% | – | |
BHB | Bar Harbor Bankshares | $4,679 | -4.1% | 198 | 0.0% | 0.00% | – | |
BKU | Sell | BankUnited Inc | $613 | +1.7% | 27 | -3.6% | 0.00% | – |
BLDP | BALLARD POWER SYS | $147 | -15.5% | 40 | 0.0% | 0.00% | – | |
BKR | Sell | BAKER HUGHES INCcl a | $7,099 | -86.9% | 201 | -88.3% | 0.00% | -100.0% |
BCE | BCE Inc | $4,428 | -16.3% | 116 | 0.0% | 0.00% | – | |
BGS | B&G Foods Inc | $1,681 | -29.0% | 170 | 0.0% | 0.00% | – | |
ZION | Sell | Zions Bancorp NA | $1,047 | +2.5% | 30 | -21.1% | 0.00% | – |
AZEK | AZEK Co Inc/Thecl a | $7,435 | -1.8% | 250 | 0.0% | 0.00% | – | |
ZM | Zoom Video Communications Inccl a | $5,315 | +3.0% | 76 | 0.0% | 0.00% | – | |
ALLE | Buy | Allegion plc | $10,420 | +189.4% | 100 | +233.3% | 0.00% | – |
AVT | Sell | Avnet Inc | $1,446 | -18.1% | 30 | -14.3% | 0.00% | – |
AVTR | Sell | Avantor Inc | $1,349 | -0.5% | 64 | -3.0% | 0.00% | – |
AZO | AUTOZONE INC | $5,080 | +1.9% | 2 | 0.0% | 0.00% | – | |
ACGL | Sell | ARCH CAPITAL GROUPord | $2,391 | +3.1% | 30 | -3.2% | 0.00% | – |
Sell | Atlassian Corpcl a | $7,657 | -2.9% | 38 | -19.1% | 0.00% | – | |
ARES | Ares Management Corp | $823 | +6.7% | 8 | 0.0% | 0.00% | – | |
Brookfield Reinsurance Ltdcl a exch lt vtg | $315 | -7.1% | 10 | 0.0% | 0.00% | – | ||
ARCB | New | ArcBest Corp | $1,423 | – | 14 | +100.0% | 0.00% | – |
CCEP | Coca-Cola Europacific Partners | $4,748 | -3.0% | 76 | 0.0% | 0.00% | – | |
AIRC | Buy | Apartment Income REIT Corp | $1,443 | -0.1% | 47 | +17.5% | 0.00% | – |
RE | Everest Group Ltd | $1,858 | +8.7% | 5 | 0.0% | 0.00% | – | |
G | Sell | Genpact Ltd | $1,810 | -5.5% | 50 | -2.0% | 0.00% | – |
GENI | Genius Sports Ltdshares cl a | $1,439 | -13.9% | 270 | 0.0% | 0.00% | – | |
ICLR | Buy | ICON PLC | $7,388 | +1.8% | 30 | +3.4% | 0.00% | – |
JAZZ | JAZZ PHARMA PLC | $518 | +4.4% | 4 | 0.0% | 0.00% | – | |
BUD | Anheuser-Busch InBev SA/NVsponsored adr | $1,936 | -2.5% | 35 | 0.0% | 0.00% | – | |
AMKR | Sell | Amkor Technology Inc | $1,062 | -25.6% | 47 | -2.1% | 0.00% | – |
AMWL | American Well Corpcl a | $1,182 | -44.3% | 1,010 | 0.0% | 0.00% | – | |
MGTX | MeiraGTx Holdings plc | $2,352 | -26.9% | 479 | 0.0% | 0.00% | – | |
AFG | AMER FINL GP OHIO | $1,340 | -6.0% | 12 | 0.0% | 0.00% | – | |
NOMD | Nomad Foods Ltd | $1,324 | -13.1% | 87 | 0.0% | 0.00% | – | |
ATI | Sell | ATI Inc | $1,111 | -37.2% | 27 | -32.5% | 0.00% | – |
OXYWS | Sell | OCCIDENTAL PETROLEUM CORP*w exp 08/03/202 | $4,569 | +16.0% | 106 | -0.9% | 0.00% | – |
NXST | New | Nexstar Media Group Inc | $1,434 | – | 10 | +100.0% | 0.00% | – |
New York Mortgage Trust Inc | $10,613 | -14.4% | 1,250 | 0.0% | 0.00% | -100.0% | ||
NNN | National Retail Properties Inc | $530 | -17.4% | 15 | 0.0% | 0.00% | – | |
Exit | Esab Corp | $0 | – | -2 | -100.0% | 0.00% | – | |
NSTG | NanoString Technologies Inc | $1,140 | -57.5% | 663 | 0.0% | 0.00% | – | |
NIO | NIO Incspon ads | $190 | -6.4% | 21 | 0.0% | 0.00% | – | |
MCO | Sell | MOODYS CORP | $1,581 | -24.2% | 5 | -16.7% | 0.00% | – |
MC | Sell | Moelis & Cocl a | $1,173 | -4.2% | 26 | -3.7% | 0.00% | – |
PVH | PVH Corp | $6,656 | -10.0% | 87 | 0.0% | 0.00% | – | |
PCAR | PACCAR INC | $8,162 | +1.6% | 96 | 0.0% | 0.00% | – | |
MIDD | New | Middleby Corp/The | $1,408 | – | 11 | +100.0% | 0.00% | – |
Palatin Technologies Inc | $897 | -28.1% | 594 | 0.0% | 0.00% | – | ||
ST | Buy | Sensata Technologies Holding P | $2,950 | +111.5% | 78 | +151.6% | 0.00% | – |
MD | Sell | Pediatrix Medical Group Inc | $1,182 | -15.1% | 93 | -5.1% | 0.00% | – |
PZZA | Buy | Papa John's International Inc | $1,092 | +5.6% | 16 | +14.3% | 0.00% | – |
Masterbrand Inc | $2,430 | +4.5% | 200 | 0.0% | 0.00% | – | ||
PDCO | Patterson Cos Inc | $8,892 | -10.9% | 300 | 0.0% | 0.00% | – | |
MTZ | Buy | MasTec Inc | $4,102 | +19.9% | 57 | +96.6% | 0.00% | – |
DOOR | Sell | Masonite International Corp | $839 | -37.0% | 9 | -30.8% | 0.00% | – |
MLM | MARTIN MARIETTA M. | $2,052 | -11.1% | 5 | 0.0% | 0.00% | – | |
VAC | Sell | Marriott Vacations Worldwide C | $10,063 | -67.1% | 100 | -59.8% | 0.00% | -100.0% |
MKL | Markel Group Inc | $4,417 | +6.4% | 3 | 0.0% | 0.00% | – | |
MGY | Sell | EnerVest Ltdcl a | $1,672 | +5.3% | 73 | -3.9% | 0.00% | – |
MDU | MDU RES GROUP INC | $5,835 | -6.5% | 298 | 0.0% | 0.00% | – | |
DOC | Sell | Physicians Realty Trust | $1,134 | -13.8% | 93 | -1.1% | 0.00% | – |
ALK | Sell | Alaska Air Group Inc | $1,149 | -97.3% | 31 | -96.1% | 0.00% | -100.0% |
WLTW | Buy | Willis Towers Watson PLC | $3,970 | -0.8% | 19 | +11.8% | 0.00% | – |
LYFT | Lyft Inc | $6,324 | +9.9% | 600 | 0.0% | 0.00% | – | |
PLUG | Plug Power Inc | $205 | -27.0% | 27 | 0.0% | 0.00% | – | |
POR | Portland General Electric Co | $1,417 | -13.5% | 35 | 0.0% | 0.00% | – | |
PCH | PotlatchDeltic Corp | $9,078 | -14.1% | 200 | 0.0% | 0.00% | – | |
LITE | Buy | Lumentum Holdings Inc | $1,220 | -10.4% | 27 | +12.5% | 0.00% | – |
LUMN | Lumen Technologies Inc | $568 | -37.2% | 400 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $1,269 | -18.9% | 227 | 0.0% | 0.00% | – | ||
PLD | Buy | Prologis Inc | $6,396 | +11.0% | 57 | +21.3% | 0.00% | – |
FWONA | Exit | LIBERTY MEDIA CORP | $0 | – | -2 | -100.0% | 0.00% | – |
INFL | Horizon Kinetics ETF/UShorizon kinetics | $10,654 | -0.4% | 350 | 0.0% | 0.00% | – | |
ABNB | Airbnb Inc | $1,372 | +7.0% | 10 | 0.0% | 0.00% | – | |
LEN | LENNAR CORPcl a | $2,581 | -10.4% | 23 | 0.0% | 0.00% | – | |
PHM | Sell | PULTE HOMES INC | $963 | -41.0% | 13 | -38.1% | 0.00% | – |
LMND | Lemonade Inc | $116 | -31.4% | 10 | 0.0% | 0.00% | – | |
LVS | LAS VEGAS SANDS CO | $3,209 | -21.0% | 70 | 0.0% | 0.00% | – | |
LRCX | Lam Research Corp | $6,268 | -2.5% | 10 | 0.0% | 0.00% | – | |
LPLA | LPL FINL HLDGS INC | $3,089 | +9.3% | 13 | 0.0% | 0.00% | – | |
WHR | Exit | Whirlpool Corp | $0 | – | -165 | -100.0% | -0.00% | – |
MET | Exit | MetLife Inc | $0 | – | -250 | -100.0% | -0.00% | – |
CRH | Exit | CRH PLCadr | $0 | – | -500 | -100.0% | -0.00% | – |
KTB | Exit | KONTOOR BRANDS INC COM NPV WI | $0 | – | -400 | -100.0% | -0.00% | – |
GNTX | Exit | Gentex Corp | $0 | – | -1,500 | -100.0% | -0.00% | – |
FCPT | Exit | Four Corners Property Trust In | $0 | – | -2,500 | -100.0% | -0.00% | – |
BKI | Exit | Black Knight Inc | $0 | – | -1,568 | -100.0% | -0.00% | – |
MAS | Exit | Masco Corp | $0 | – | -1,450 | -100.0% | -0.00% | – |
MMP | Exit | Magellan Midstream Partners LP | $0 | – | -3,753 | -100.0% | -0.01% | – |
ANET | Exit | ARISTA NETWORKS INC | $0 | – | -2,200 | -100.0% | -0.02% | – |
TREX | Exit | Trex Co Inc | $0 | – | -12,175 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 5.4% |
VISA INC | 42 | Q3 2023 | 3.7% |
ISHARES TR | 42 | Q3 2023 | 3.6% |
ISHARES/USA | 42 | Q3 2023 | 3.3% |
THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.0% |
STATE STREET ETF/USA | 42 | Q3 2023 | 4.3% |
JP MORGAN CHASE & CO | 42 | Q3 2023 | 2.8% |
ISHARES TR | 42 | Q3 2023 | 2.2% |
MICROSOFT CORP | 42 | Q3 2023 | 3.2% |
WASHINGTON TRUST BANCORP INC | 42 | Q3 2023 | 2.7% |
View WASHINGTON TRUST Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-18 |
13F-HR | 2023-10-18 |
13F-HR/A | 2023-07-27 |
13F-HR | 2023-07-27 |
13F-HR/A | 2023-05-10 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-05 |
View WASHINGTON TRUST Co'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.