BerganKDV Wealth Management, LLC - Q4 2020 holdings

$711 Million is the total value of BerganKDV Wealth Management, LLC's 962 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.0% .

 Value Shares↓ Weighting
SCHR BuySCHWAB STRATEGIC TRintrm trm tres$51,140,000
+7.7%
878,389
+8.5%
7.19%
-4.2%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$39,860,000
+17.6%
1,106,920
+2.6%
5.61%
+4.6%
IBDM BuyISHARES TRibonds dec21 etf$32,543,000
+7.0%
1,306,429
+7.6%
4.58%
-4.8%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$30,313,000
+11.9%
214,725
+2.0%
4.26%
-0.5%
AGG BuyISHARES TRcore us aggbd et$26,927,000
+8.9%
227,828
+8.8%
3.79%
-3.2%
MBB BuyISHARES TRmbs etf$25,353,000
+7.2%
230,213
+7.5%
3.57%
-4.7%
EEMV BuyISHARES INCmsci emerg mrkt$24,382,000
+14.4%
399,182
+3.4%
3.43%
+1.7%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$22,250,000
+28.4%
250,000
-1.4%
3.13%
+14.2%
IGIB BuyISHARES TR$19,972,000
+8.7%
323,229
+7.0%
2.81%
-3.3%
IEFA BuyISHARES TRcore msci eafe$19,575,000
+17.2%
283,322
+2.2%
2.75%
+4.2%
SCHM SellSCHWAB STRATEGIC TRus mid-cap etf$14,629,000
+22.4%
214,567
-0.4%
2.06%
+8.8%
VGT SellVANGUARD WORLD FDSinf tech etf$14,282,000
+13.0%
40,368
-0.5%
2.01%
+0.5%
VOO BuyVANGUARD INDEX FDS$12,632,000
+21.4%
36,755
+8.7%
1.78%
+8.0%
SLYV BuySPDR SER TRs&p 600 smcp val$11,379,000
+32.8%
171,918
+0.5%
1.60%
+18.1%
DEF SellINVESCO EXCH TRD SLF IDX FDdefensive eqty$10,808,000
+4.8%
182,693
-1.5%
1.52%
-6.8%
IJR BuyISHARES TRcore s&p scp etf$9,769,000
+34.4%
106,303
+2.7%
1.37%
+19.5%
UNH BuyUNITEDHEALTH GROUP INC$8,410,000
+14.6%
23,982
+1.8%
1.18%
+1.9%
SPEM BuySPDR INDEX SHS FDSportfolio emg mk$7,805,000
+18.9%
185,119
+3.1%
1.10%
+5.7%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$7,368,000
+6.1%
57,380
-4.8%
1.04%
-5.6%
MSFT BuyMICROSOFT CORP$7,251,000
+9.1%
32,599
+3.1%
1.02%
-3.0%
AAPL SellAPPLE INC$6,975,000
+12.9%
52,565
-1.4%
0.98%
+0.4%
CMI SellCUMMINS INC$6,185,000
+6.4%
27,235
-1.1%
0.87%
-5.4%
VO BuyVANGUARD INDEX FDSmid cap etf$6,181,000
+25.7%
29,893
+7.1%
0.87%
+11.7%
VTV BuyVANGUARD INDEX FDSvalue etf$6,139,000
+17.1%
51,605
+2.9%
0.86%
+4.2%
RYH SellINVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$5,924,000
+9.3%
22,646
-1.6%
0.83%
-2.9%
JNJ BuyJOHNSON & JOHNSON$5,620,000
+7.6%
35,711
+1.8%
0.79%
-4.2%
TGT BuyTARGET CORP$5,441,000
+15.4%
30,821
+2.9%
0.76%
+2.5%
BOND BuyPIMCO ETF TRactive bd etf$5,384,000
+2.9%
47,598
+2.3%
0.76%
-8.6%
AMZN BuyAMAZON COM INC$5,061,000
+8.5%
1,554
+4.9%
0.71%
-3.5%
TXN BuyTEXAS INSTRS INC$4,915,000
+17.5%
29,945
+2.2%
0.69%
+4.4%
VZ SellVERIZON COMMUNICATIONS INC$4,783,000
-1.9%
81,414
-0.6%
0.67%
-12.7%
MDT BuyMEDTRONIC PLC$4,786,000
+14.2%
40,856
+1.3%
0.67%
+1.5%
PG BuyPROCTER AND GAMBLE CO$4,384,000
+2.5%
31,509
+2.4%
0.62%
-8.9%
ABT BuyABBOTT LABS$4,342,000
+0.6%
39,661
+0.0%
0.61%
-10.5%
SCHZ SellSCHWAB STRATEGIC TRus aggregate b$4,314,000
-0.6%
77,000
-0.5%
0.61%
-11.5%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$4,152,000
+10.3%
69,743
-3.3%
0.58%
-2.0%
LMBS BuyFIRST TR EXCHANGE-TRADED FDfst low oppt eft$4,003,000
+3.4%
77,768
+3.8%
0.56%
-8.0%
CB BuyCHUBB LIMITED$3,823,000
+38.2%
24,836
+4.3%
0.54%
+22.8%
LOW BuyLOWES COS INC$3,810,000
-1.5%
23,736
+1.8%
0.54%
-12.4%
TT SellTRANE TECHNOLOGIES PLC$3,770,000
+10.6%
25,969
-7.6%
0.53%
-1.7%
HON BuyHONEYWELL INTL INC$3,638,000
+32.4%
17,106
+2.5%
0.51%
+17.7%
INTC SellINTEL CORP$3,277,000
-4.2%
65,783
-0.4%
0.46%
-14.8%
HYG BuyISHARES TRiboxx hi yd etf$3,234,000
+4.7%
37,041
+0.7%
0.46%
-7.0%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$3,162,000
+11.5%
34,771
-1.1%
0.44%
-0.9%
USB SellUS BANCORP DEL$3,164,000
+29.6%
67,921
-0.3%
0.44%
+15.3%
WMT SellWALMART INC$3,110,000
-3.9%
21,574
-6.7%
0.44%
-14.6%
WFC SellWELLS FARGO CO NEW$3,106,000
+23.1%
102,911
-4.1%
0.44%
+9.5%
PPG BuyPPG INDS INC$3,096,000
+20.9%
21,469
+2.3%
0.44%
+7.7%
ADP BuyAUTOMATIC DATA PROCESSING IN$3,028,000
+34.5%
17,184
+6.5%
0.43%
+19.7%
IVV SellISHARES TRcore s&p500 etf$2,909,000
+9.9%
7,750
-1.6%
0.41%
-2.4%
SWK BuySTANLEY BLACK & DECKER INC$2,884,000
+13.2%
16,150
+2.9%
0.41%
+0.7%
DOV BuyDOVER CORP$2,843,000
+18.7%
22,522
+1.9%
0.40%
+5.5%
DFS BuyDISCOVER FINL SVCS$2,831,000
+60.9%
31,274
+2.7%
0.40%
+43.2%
AOS BuySMITH A O CORP$2,812,000
+6.8%
51,303
+2.8%
0.40%
-5.0%
TRV SellTRAVELERS COMPANIES INC$2,794,000
+29.7%
19,904
-0.0%
0.39%
+15.2%
SCHD SellSCHWAB STRATEGIC TRus dividend eq$2,635,000
+6.4%
41,089
-8.3%
0.37%
-5.4%
PFG SellPRINCIPAL FINANCIAL GROUP IN$2,565,000
+18.3%
51,700
-4.0%
0.36%
+5.2%
MMM Sell3M CO$2,531,000
+6.2%
14,482
-2.7%
0.36%
-5.6%
ETN SellEATON CORP PLC$2,444,000
+12.6%
20,347
-4.4%
0.34%
+0.3%
EMR SellEMERSON ELEC CO$2,424,000
+17.1%
30,165
-4.4%
0.34%
+4.0%
LMT SellLOCKHEED MARTIN CORP$2,408,000
-7.5%
6,784
-0.1%
0.34%
-17.7%
FREL BuyFIDELITY COVINGTON TRUSTmsci rl est etf$2,371,000
+12.5%
93,405
+4.1%
0.33%0.0%
AVGO SellBROADCOM INC$2,372,000
+14.3%
5,418
-4.9%
0.33%
+1.8%
PEP BuyPEPSICO INC$2,369,000
+9.1%
15,973
+2.0%
0.33%
-2.9%
AEP BuyAMERICAN ELEC PWR CO INC$2,346,000
+2.9%
28,170
+1.0%
0.33%
-8.6%
BIV BuyVANGUARD BD INDEX FDSintermed term$2,342,000
+1.0%
25,225
+1.7%
0.33%
-10.4%
BAC SellBK OF AMERICA CORP$2,299,000
+22.4%
75,838
-2.7%
0.32%
+8.8%
AFL BuyAFLAC INC$2,260,000
+24.1%
50,814
+1.4%
0.32%
+10.4%
CSCO SellCISCO SYS INC$2,228,000
+6.9%
49,797
-5.9%
0.31%
-5.2%
PFE BuyPFIZER INC$2,198,000
+2.1%
59,701
+1.8%
0.31%
-9.1%
CE BuyCELANESE CORP DEL$2,131,000
+24.0%
16,397
+2.5%
0.30%
+10.3%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$2,042,000
+3.2%
8,807
-5.2%
0.29%
-8.3%
XOM BuyEXXON MOBIL CORP$2,032,000
+25.2%
49,296
+4.3%
0.29%
+11.3%
BLK SellBLACKROCK INC$2,032,000
+20.4%
2,816
-6.0%
0.29%
+7.1%
KO SellCOCA COLA CO$1,957,000
+3.6%
35,690
-6.7%
0.28%
-8.0%
FTSM BuyFIRST TR EXCHANGE-TRADED FDfirst tr enh new$1,954,000
+1.7%
32,550
+1.6%
0.28%
-9.5%
IJH SellISHARES TRcore s&p mcp etf$1,892,000
+1.4%
8,231
-18.2%
0.27%
-9.8%
GIS BuyGENERAL MLS INC$1,836,000
+197.1%
31,218
+211.4%
0.26%
+163.3%
DUK SellDUKE ENERGY CORP NEW$1,827,000
+1.6%
19,952
-1.8%
0.26%
-9.8%
SNA SellSNAP ON INC$1,815,000
+13.3%
10,604
-2.6%
0.26%
+0.8%
CVS SellCVS HEALTH CORP$1,815,000
+12.5%
26,572
-3.9%
0.26%0.0%
PPL SellPPL CORP$1,720,000
-6.1%
60,981
-9.4%
0.24%
-16.6%
TSLA SellTESLA INC$1,705,000
+63.8%
2,416
-0.4%
0.24%
+45.5%
GOOG BuyALPHABET INCcap stk cl c$1,686,000
+20.5%
962
+1.1%
0.24%
+7.2%
SHY SellISHARES TR1 3 yr treas bd$1,663,000
-2.4%
19,252
-2.3%
0.23%
-13.3%
DHS BuyWISDOMTREE TRus high dividend$1,657,000
+46.5%
23,884
+32.0%
0.23%
+30.2%
D SellDOMINION ENERGY INC$1,649,000
-10.1%
21,929
-5.6%
0.23%
-20.0%
AMAT BuyAPPLIED MATLS INC$1,504,000
+46.2%
17,428
+0.7%
0.21%
+30.1%
JPM SellJPMORGAN CHASE & CO$1,483,000
+23.5%
11,668
-6.4%
0.21%
+10.0%
HAS SellHASBRO INC$1,458,000
+10.7%
15,585
-2.1%
0.20%
-1.4%
CVX SellCHEVRON CORP NEW$1,399,000
+16.0%
16,570
-1.0%
0.20%
+3.1%
BAB BuyINVESCO EXCH TRADED FD TR IItaxable mun bd$1,372,000
+0.7%
40,941
+0.2%
0.19%
-10.6%
MPW SellMEDICAL PPTYS TRUST INC$1,363,000
+20.5%
62,549
-2.5%
0.19%
+7.3%
MINT SellPIMCO ETF TRenhan shrt ma ac$1,349,000
-0.1%
13,225
-0.1%
0.19%
-11.2%
O SellREALTY INCOME CORP$1,335,000
+0.2%
21,467
-2.1%
0.19%
-10.9%
DIS BuyDISNEY WALT CO$1,323,000
+48.2%
7,302
+1.5%
0.19%
+31.9%
BKNG SellBOOKING HOLDINGS INC$1,307,000
+29.9%
587
-0.2%
0.18%
+15.7%
ABBV BuyABBVIE INC$1,284,000
+22.8%
11,979
+0.3%
0.18%
+9.7%
FLRN SellSPDR SER TRblomberg brc inv$1,241,000
-6.8%
40,578
-6.8%
0.18%
-17.1%
IHF SellISHARES TRus hlthcr pr etf$1,230,000
+15.7%
5,241
-0.5%
0.17%
+3.0%
MLM SellMARTIN MARIETTA MATLS INC$1,208,000
+20.4%
4,255
-0.2%
0.17%
+6.9%
ABEV BuyAMBEV SAsponsored adr$1,188,000
+36.7%
388,381
+1.0%
0.17%
+21.9%
FISV BuyFISERV INC$1,159,000
+15.4%
10,182
+4.5%
0.16%
+2.5%
EA BuyELECTRONIC ARTS INC$1,130,000
+10.2%
7,870
+0.1%
0.16%
-1.9%
IR  INGERSOLL RAND INC$1,130,000
+28.0%
24,7940.0%0.16%
+13.6%
EVV SellEATON VANCE LTD DURATION INC$1,096,000
-8.3%
87,435
-17.2%
0.15%
-18.5%
COF BuyCAPITAL ONE FINL CORP$1,089,000
+37.5%
11,020
+0.0%
0.15%
+22.4%
PYPL SellPAYPAL HLDGS INC$1,038,000
+18.8%
4,433
-0.1%
0.15%
+5.8%
IBDN BuyISHARES TRibonds dec22 etf$982,000
+20.9%
38,389
+21.2%
0.14%
+7.8%
VMW BuyVMWARE INC$879,000
-1.5%
6,267
+0.9%
0.12%
-12.1%
BA BuyBOEING CO$876,000
+29.8%
4,090
+0.2%
0.12%
+15.0%
FB BuyFACEBOOK INCcl a$869,000
+8.5%
3,183
+4.1%
0.12%
-3.9%
SPY SellSPDR S&P 500 ETF TRtr unit$836,000
+11.6%
2,235
-0.1%
0.12%
-0.8%
BLD BuyTOPBUILD CORP$821,000
+8.3%
4,462
+0.5%
0.12%
-4.2%
XEL SellXCEL ENERGY INC$797,000
-12.1%
11,954
-9.1%
0.11%
-22.2%
IBDO BuyISHARES TRibonds dec23 etf$789,000
+26.6%
30,042
+26.5%
0.11%
+12.1%
T SellAT&T INC$784,000
-0.3%
27,262
-1.1%
0.11%
-11.3%
YUM BuyYUM BRANDS INC$784,000
+19.0%
7,226
+0.1%
0.11%
+5.8%
MRK BuyMERCK & CO. INC$778,000
+3.2%
9,508
+4.6%
0.11%
-8.4%
HD BuyHOME DEPOT INC$767,000
-3.8%
2,887
+0.6%
0.11%
-14.3%
TRP BuyTC ENERGY CORP$748,000
-1.4%
18,371
+1.7%
0.10%
-12.5%
IDXX SellIDEXX LABS INC$730,000
+16.8%
1,460
-8.2%
0.10%
+4.0%
IEI SellISHARES TR3 7 yr treas bd$723,000
-4.1%
5,439
-3.6%
0.10%
-14.3%
UTG SellREAVES UTIL INCOME FD$725,000
-2.2%
22,109
-6.6%
0.10%
-12.8%
REM SellISHARES TRmortge rel etf$717,000
-6.0%
22,508
-24.1%
0.10%
-16.5%
VRTX BuyVERTEX PHARMACEUTICALS INC$709,000
+5353.8%
2,999
+6419.6%
0.10%
+4900.0%
SBUX BuySTARBUCKS CORP$714,000
+29.8%
6,670
+4.1%
0.10%
+14.9%
IDV SellISHARES TRintl sel div etf$714,000
-7.3%
24,215
-21.6%
0.10%
-18.0%
VTI BuyVANGUARD INDEX FDStotal stk mkt$695,000
+14.3%
3,573
+0.0%
0.10%
+2.1%
EMB BuyISHARES TRjpmorgan usd emg$677,000
+19.2%
5,844
+14.0%
0.10%
+5.6%
DHI SellD R HORTON INC$674,000
-14.9%
9,776
-6.6%
0.10%
-24.0%
SHM BuySPDR SER TRnuveen blmbrg sr$671,000
+0.6%
13,472
+0.8%
0.09%
-11.3%
FMB BuyFIRST TR EXCH TRADED FD IIImanagd mun etf$662,000
+4.9%
11,669
+2.8%
0.09%
-7.0%
NKE SellNIKE INCcl b$662,000
+10.5%
4,678
-2.0%
0.09%
-2.1%
HYLB BuyDBX ETF TRxtrack usd high$661,000
+19.7%
13,198
+15.1%
0.09%
+6.9%
GLD BuySPDR GOLD TR$655,000
+32.3%
3,674
+31.5%
0.09%
+17.9%
OMCL BuyOMNICELL COM$652,000
+61.0%
5,430
+0.1%
0.09%
+43.8%
ROST BuyROSS STORES INC$650,000
+32.9%
5,289
+1.0%
0.09%
+18.2%
IBM SellINTERNATIONAL BUSINESS MACHS$649,000
+0.5%
5,152
-2.9%
0.09%
-10.8%
RTX SellRAYTHEON TECHNOLOGIES CORP$632,000
-28.1%
8,841
-42.1%
0.09%
-36.0%
AMGN BuyAMGEN INC$633,000
-8.1%
2,754
+1.6%
0.09%
-18.3%
TSCO BuyTRACTOR SUPPLY CO$633,000
-1.4%
4,501
+0.5%
0.09%
-12.7%
PFF SellISHARES TRpfd and incm sec$628,000
+0.3%
16,316
-5.0%
0.09%
-11.1%
GNTX BuyGENTEX CORP$618,000
+32.6%
18,202
+0.5%
0.09%
+17.6%
DHR BuyDANAHER CORPORATION$610,000
+5.2%
2,745
+2.0%
0.09%
-6.5%
CMCSA BuyCOMCAST CORP NEWcl a$601,000
+19.5%
11,477
+5.6%
0.08%
+6.2%
QQQ BuyINVESCO QQQ TRunit ser 1$598,000
+13.3%
1,905
+0.3%
0.08%0.0%
AZO SellAUTOZONE INC$588,000
-1.0%
496
-1.6%
0.08%
-11.7%
LH BuyLABORATORY CORP AMER HLDGS$583,000
+9.2%
2,866
+1.0%
0.08%
-2.4%
CI BuyCIGNA CORP NEW$574,000
+24.5%
2,759
+1.3%
0.08%
+11.0%
COO BuyCOOPER COS INC$571,000
+9.0%
1,572
+1.2%
0.08%
-3.6%
UFPI SellUFP INDUSTRIES INC$563,000
-3.3%
10,133
-1.6%
0.08%
-14.1%
DE BuyDEERE & CO$562,000
+40.5%
2,090
+15.7%
0.08%
+25.4%
AX SellAXOS FINANCIAL INC$527,000
+60.7%
14,049
-0.3%
0.07%
+42.3%
UNP BuyUNION PAC CORP$521,000
+6.3%
2,504
+0.6%
0.07%
-6.4%
NEE BuyNEXTERA ENERGY INC$510,000
+14.6%
6,615
+312.4%
0.07%
+2.9%
PSX BuyPHILLIPS 66$506,000
+37.5%
7,240
+2.0%
0.07%
+22.4%
MA BuyMASTERCARD INCORPORATEDcl a$508,000
+6.7%
1,423
+1.1%
0.07%
-5.3%
CHKP BuyCHECK POINT SOFTWARE TECH LTord$498,000
+11.2%
3,747
+0.6%
0.07%
-1.4%
CBRE SellCBRE GROUP INCcl a$497,000
+31.8%
7,919
-1.3%
0.07%
+16.7%
MCD BuyMCDONALDS CORP$499,000
+3.7%
2,325
+6.2%
0.07%
-7.9%
IAU BuyGOLD TRUSTishares$489,000
+12.4%
26,977
+11.7%
0.07%0.0%
ADBE BuyADOBE SYSTEMS INCORPORATED$493,000
+11.3%
985
+9.0%
0.07%
-1.4%
CERN BuyCERNER CORP$480,000
+9.6%
6,119
+1.0%
0.07%
-1.4%
MGRC SellMCGRATH RENTCORP$480,000
+11.9%
7,158
-0.5%
0.07%0.0%
V BuyVISA INC$470,000
+27.0%
2,147
+15.9%
0.07%
+11.9%
IBDP BuyISHARES TRibonds dec24 etf$467,000
+30.8%
17,582
+30.2%
0.07%
+17.9%
CYRX  CRYOPORT INC$461,000
-7.4%
10,5000.0%0.06%
-17.7%
IVW BuyISHARES TRs&p 500 grwt etf$458,000
+10.1%
7,180
+298.9%
0.06%
-3.0%
SPYD SellSPDR SER TRprtflo s&p500 hi$433,000
-10.0%
13,150
-25.0%
0.06%
-19.7%
HSY BuyHERSHEY CO$434,000
+9.3%
2,849
+2.9%
0.06%
-3.2%
ULTA SellULTA BEAUTY INC$433,000
+26.6%
1,508
-1.2%
0.06%
+13.0%
ALLE SellALLEGION PLC$417,000
+17.5%
3,586
-0.2%
0.06%
+5.4%
IBDQ BuyISHARES TRibonds dec25 etf$413,000
+14.7%
15,096
+13.8%
0.06%
+1.8%
YUMC  YUM CHINA HLDGS INC$412,000
+7.9%
7,2120.0%0.06%
-3.3%
PZA BuyINVESCO EXCH TRADED FD TR IInatl amt muni$405,000
+6.6%
14,950
+4.9%
0.06%
-5.0%
LHX SellL3HARRIS TECHNOLOGIES INC$408,000
+6.2%
2,161
-4.3%
0.06%
-6.6%
PRFT BuyPERFICIENT INC$405,000
+12.8%
8,498
+1.3%
0.06%0.0%
LQD BuyISHARES TRiboxx inv cp etf$399,000
+4.5%
2,887
+1.8%
0.06%
-6.7%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$348,000
+8.8%
10.0%0.05%
-3.9%
KMB BuyKIMBERLY-CLARK CORP$340,000
-8.4%
2,519
+0.3%
0.05%
-18.6%
SMMU BuyPIMCO ETF TRshtrm mun bd act$336,000
+0.6%
6,521
+0.2%
0.05%
-11.3%
MSB  MESABI TRctf ben int$336,000
+31.2%
12,0000.0%0.05%
+14.6%
VUG BuyVANGUARD INDEX FDSgrowth etf$337,000
+25.3%
1,332
+12.7%
0.05%
+9.3%
FAST  FASTENAL CO$327,000
+8.3%
6,6920.0%0.05%
-4.2%
LLY BuyLILLY ELI & CO$317,000
+14.9%
1,880
+0.9%
0.04%
+2.3%
IWM  ISHARES TRrussell 2000 etf$315,000
+31.2%
1,6050.0%0.04%
+15.8%
IWR  ISHARES TRrus mid cap etf$312,000
+19.5%
4,5490.0%0.04%
+7.3%
MERC  MERCER INTL INC$316,000
+55.7%
30,8320.0%0.04%
+37.5%
HYMB BuySPDR SER TRnuveen bbg brcly$309,000
+5.8%
5,241
+2.1%
0.04%
-6.5%
CWI BuySPDR INDEX SHS FDSmsci acwi exus$291,000
+78.5%
10,535
+55.8%
0.04%
+57.7%
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$287,000
+29.9%
9,816
+9.1%
0.04%
+14.3%
COST BuyCOSTCO WHSL CORP NEW$287,000
+11.7%
762
+5.2%
0.04%
-2.4%
FDX BuyFEDEX CORP$275,000
+8.3%
1,060
+5.1%
0.04%
-2.5%
WHR  WHIRLPOOL CORP$275,000
-1.8%
1,5240.0%0.04%
-11.4%
PRU BuyPRUDENTIAL FINL INC$278,000
+23.6%
3,560
+0.5%
0.04%
+8.3%
XLI  SELECT SECTOR SPDR TRsbi int-inds$277,000
+14.9%
3,1250.0%0.04%
+2.6%
DSI BuyISHARES TRmsci kld400 soc$273,000
+11.9%
3,813
+99.9%
0.04%
-2.6%
PPT SellPUTNAM PREMIER INCOME TRsh ben int$264,000
-10.8%
56,730
-14.8%
0.04%
-21.3%
GOOGL BuyALPHABET INCcap stk cl a$263,000
+30.2%
150
+8.7%
0.04%
+15.6%
MUNI  PIMCO ETF TRinter mun bd act$256,000
+0.8%
4,5170.0%0.04%
-10.0%
NFJ SellALLIANZGI DIVIDEND INT & PRM$258,000
-6.9%
19,191
-18.2%
0.04%
-18.2%
EXG SellEATON VANCE TAX-MANAGED GLOB$259,000
-4.8%
29,521
-20.3%
0.04%
-16.3%
DRI SellDARDEN RESTAURANTS INC$246,000
+12.8%
2,062
-4.8%
0.04%
+2.9%
NFLX BuyNETFLIX INC$240,000
+8.6%
443
+0.5%
0.03%
-2.9%
FIBK  FIRST INTST BANCSYSTEM INC$245,000
+28.3%
6,0000.0%0.03%
+13.3%
EFA BuyISHARES TRmsci eafe etf$240,000
+23.1%
3,296
+7.5%
0.03%
+9.7%
SDOG SellALPS ETF TRsectr div dogs$244,000
-44.2%
5,469
-52.7%
0.03%
-50.7%
SUSA NewISHARES TRmsci usa esg slc$226,0002,740
+100.0%
0.03%
SCHK  SCHWAB STRATEGIC TR1000 index etf$225,000
+13.1%
6,0310.0%0.03%
+3.2%
ORCL SellORACLE CORP$231,000
+2.2%
3,577
-5.6%
0.03%
-11.1%
MDYG BuySPDR SER TRs&p 400 mdcp grw$229,000
+27.2%
3,297
+5.0%
0.03%
+14.3%
ADI  ANALOG DEVICES INC$219,000
+26.6%
1,4830.0%0.03%
+14.8%
AOD SellABERDEEN TOTAL DYNAMIC DIVD$223,000
-9.0%
25,239
-18.2%
0.03%
-20.5%
VOT  VANGUARD INDEX FDSmcap gr idxvip$222,000
+18.1%
1,0460.0%0.03%
+3.3%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$215,000
+15.6%
4,551
+0.0%
0.03%
+3.4%
AXON SellAXON ENTERPRISE INC$208,000
+14.9%
1,700
-15.0%
0.03%0.0%
IDOG  ALPS ETF TRintl sec dv dog$203,000
+20.8%
7,8090.0%0.03%
+7.4%
NVDA SellNVIDIA CORPORATION$201,000
-5.6%
385
-2.0%
0.03%
-17.6%
FANG SellDIAMONDBACK ENERGY INC$194,000
+47.0%
4,018
-8.0%
0.03%
+28.6%
GE SellGENERAL ELECTRIC CO$191,000
+67.5%
17,649
-3.8%
0.03%
+50.0%
MCHP BuyMICROCHIP TECHNOLOGY INC.$191,000
+92.9%
1,381
+43.6%
0.03%
+68.8%
SDG  ISHARES TRmsci global imp$190,000
+15.9%
2,0320.0%0.03%
+3.8%
OGE SellOGE ENERGY CORP$193,000
+5.5%
6,051
-0.9%
0.03%
-6.9%
LNT  ALLIANT ENERGY CORP$185,000
-0.5%
3,5920.0%0.03%
-10.3%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$186,000
+24.0%
4440.0%0.03%
+8.3%
MAS SellMASCO CORP$183,000
-0.5%
3,325
-0.5%
0.03%
-10.3%
MLHR  MILLER HERMAN INC$180,000
+11.8%
5,3250.0%0.02%0.0%
COMT  ISHARES U S ETF TR$180,000
+6.5%
6,7600.0%0.02%
-7.4%
BMY BuyBRISTOL-MYERS SQUIBB CO$180,000
+25.9%
2,894
+22.1%
0.02%
+8.7%
ISRG BuyINTUITIVE SURGICAL INC$175,000
+30.6%
214
+13.2%
0.02%
+19.0%
XLB  SELECT SECTOR SPDR TRsbi materials$181,000
+13.8%
2,5000.0%0.02%0.0%
WSM SellWILLIAMS SONOMA INC$177,000
-91.5%
1,738
-92.4%
0.02%
-92.4%
ES  EVERSOURCE ENERGY$177,000
+3.5%
2,0490.0%0.02%
-7.4%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$174,000
+15.2%
1,0680.0%0.02%0.0%
TSN BuyTYSON FOODS INCcl a$166,000
+9.9%
2,583
+1.7%
0.02%
-4.2%
EEM BuyISHARES TRmsci emg mkt etf$163,000
+41.7%
3,164
+20.9%
0.02%
+27.8%
XLY  SELECT SECTOR SPDR TRsbi cons discr$161,000
+9.5%
1,0000.0%0.02%0.0%
PLUG SellPLUG POWER INC$163,000
-74.0%
4,800
-89.7%
0.02%
-76.8%
IJK BuyISHARES TRs&p mc 400gr etf$155,000
+21.1%
2,147
+299.8%
0.02%
+10.0%
VPU BuyVANGUARD WORLD FDSutilities etf$155,000
+7.6%
1,128
+1.0%
0.02%
-4.3%
MS BuyMORGAN STANLEY$155,000
+53.5%
2,257
+8.0%
0.02%
+37.5%
EPD BuyENTERPRISE PRODS PARTNERS L$147,000
+24.6%
7,485
+0.1%
0.02%
+10.5%
NUBD  NUSHARES ETF TRnuveen esg us$152,000
-0.7%
5,6680.0%0.02%
-12.5%
INTU BuyINTUIT$146,000
+33.9%
384
+15.3%
0.02%
+23.5%
CSX BuyCSX CORP$139,000
+17.8%
1,529
+1.0%
0.02%
+5.3%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$142,000
+54.3%
1,554
+37.4%
0.02%
+33.3%
SO BuySOUTHERN CO$142,000
+12.7%
2,317
+0.1%
0.02%0.0%
CIEN  CIENA CORP$144,000
+33.3%
2,7240.0%0.02%
+17.6%
VBR  VANGUARD INDEX FDSsm cp val etf$142,000
+27.9%
1,0000.0%0.02%
+11.1%
SWKS BuySKYWORKS SOLUTIONS INC$133,000
+7.3%
867
+1.5%
0.02%
-5.0%
QAI BuyINDEXIQ ETF TRhedge mlti etf$134,000
+9.8%
4,204
+6.9%
0.02%0.0%
VNQ  VANGUARD INDEX FDSreal estate etf$132,000
+7.3%
1,5530.0%0.02%0.0%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$132,000
+43.5%
1,358
+41.0%
0.02%
+26.7%
NTES BuyNETEASE INCsponsored ads$138,000
+5.3%
1,440
+400.0%
0.02%
-9.5%
EAGG  ISHARES TResg awr us agrgt$130,0000.0%2,3060.0%0.02%
-14.3%
BSX SellBOSTON SCIENTIFIC CORP$127,000
-7.3%
3,546
-1.1%
0.02%
-18.2%
AXGN  AXOGEN INC$126,000
+53.7%
7,0620.0%0.02%
+38.5%
OHI SellOMEGA HEALTHCARE INVS INC$130,000
+20.4%
3,566
-1.2%
0.02%
+5.9%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$121,000
+24.7%
2,8400.0%0.02%
+13.3%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$123,000
+39.8%
2,103
+20.0%
0.02%
+21.4%
SDY  SPDR SER TRs&p divid etf$118,000
+14.6%
1,1130.0%0.02%
+6.2%
IIPR BuyINNOVATIVE INDL PPTYS INC$123,000
+48.2%
672
+0.3%
0.02%
+30.8%
ADSK BuyAUTODESK INC$111,000
+50.0%
363
+13.1%
0.02%
+33.3%
MMC BuyMARSH & MCLENNAN COS INC$111,000
+54.2%
947
+51.0%
0.02%
+45.5%
XYL BuyXYLEM INC$112,000
+28.7%
1,103
+6.7%
0.02%
+14.3%
IVE SellISHARES TRs&p 500 val etf$116,000
+12.6%
906
-1.3%
0.02%0.0%
ALL BuyALLSTATE CORP$107,000
+20.2%
976
+3.4%
0.02%
+7.1%
IEMG BuyISHARES INCcore msci emkt$106,000
+17.8%
1,701
+0.3%
0.02%
+7.1%
CL BuyCOLGATE PALMOLIVE CO$107,000
+62.1%
1,254
+47.4%
0.02%
+50.0%
WEC SellWEC ENERGY GROUP INC$107,000
-5.3%
1,161
-0.3%
0.02%
-16.7%
AEE BuyAMEREN CORP$109,000
+0.9%
1,398
+2.0%
0.02%
-11.8%
IBDS  ISHARES TRibonds 27 etf$101,000
+1.0%
3,6730.0%0.01%
-12.5%
TTC  TORO CO$98,000
+14.0%
1,0290.0%0.01%0.0%
VLRS  CONTROLADORA VUELA COMP DE Aspon adr rp 10$96,000
+71.4%
7,7000.0%0.01%
+55.6%
IDA  IDACORP INC$100,000
+20.5%
1,0370.0%0.01%
+7.7%
ZTS BuyZOETIS INCcl a$100,000
+23.5%
603
+23.1%
0.01%
+7.7%
SCHE SellSCHWAB STRATEGIC TRemrg mkteq etf$100,000
-12.3%
3,253
-23.7%
0.01%
-22.2%
AXP BuyAMERICAN EXPRESS CO$99,000
+20.7%
821
+0.1%
0.01%
+7.7%
QCOM BuyQUALCOMM INC$100,000
+614.3%
657
+447.5%
0.01%
+600.0%
ARCC  ARES CAPITAL CORP$97,000
+21.2%
5,7320.0%0.01%
+7.7%
MCO  MOODYS CORP$102,000
+1.0%
3500.0%0.01%
-12.5%
WM  WASTE MGMT INC DEL$90,000
+3.4%
7650.0%0.01%
-7.1%
MDU  MDU RES GROUP INC$90,000
+16.9%
3,4040.0%0.01%
+8.3%
AFG SellAMERICAN FINL GROUP INC OHIO$93,000
+31.0%
1,059
-0.6%
0.01%
+18.2%
RA  BROOKFIELD REAL ASSETS INCOM$89,000
+7.2%
5,0000.0%0.01%0.0%
PEAK SellHEALTHPEAK PROPERTIES INC$95,000
+11.8%
3,129
-0.1%
0.01%0.0%
PM SellPHILIP MORRIS INTL INC$86,000
+10.3%
1,034
-0.4%
0.01%0.0%
KR BuyKROGER CO$86,000
-5.5%
2,721
+1.4%
0.01%
-14.3%
CHD  CHURCH & DWIGHT INC$83,000
-6.7%
9540.0%0.01%
-14.3%
APHA  APHRIA INC$83,000
+56.6%
11,9500.0%0.01%
+50.0%
VTRS NewVIATRIS INC$84,0004,470
+100.0%
0.01%
XLK SellSELECT SECTOR SPDR TRtechnology$85,000
+6.2%
650
-5.0%
0.01%
-7.7%
IBDR BuyISHARES TRibonds dec2026$87,000
+24.3%
3,218
+22.9%
0.01%
+9.1%
USA  LIBERTY ALL STAR EQUITY FDsh ben int$83,000
+15.3%
12,0000.0%0.01%
+9.1%
EHC  ENCOMPASS HEALTH CORP$83,000
+27.7%
1,0000.0%0.01%
+20.0%
CTSH BuyCOGNIZANT TECHNOLOGY SOLUTIOcl a$82,000
+20.6%
1,002
+2.1%
0.01%
+9.1%
FTV BuyFORTIVE CORP$87,000
+1.2%
1,231
+8.7%
0.01%
-14.3%
ITW BuyILLINOIS TOOL WKS INC$88,000
+252.0%
433
+230.5%
0.01%
+200.0%
SAP BuySAP SEspon adr$76,000
-13.6%
580
+3.2%
0.01%
-21.4%
AJG  GALLAGHER ARTHUR J & CO$76,000
+16.9%
6180.0%0.01%
+10.0%
SQ BuySQUARE INCcl a$80,000
+700.0%
369
+495.2%
0.01%
+450.0%
AMP BuyAMERIPRISE FINL INC$81,000
+32.8%
415
+5.6%
0.01%
+10.0%
VOD  VODAFONE GROUP PLC NEWsponsored adr$76,000
+22.6%
4,6130.0%0.01%
+10.0%
USMV  ISHARES TRmsci usa min vol$77,000
+5.5%
1,1410.0%0.01%
-8.3%
MDLZ BuyMONDELEZ INTL INCcl a$76,000
+4.1%
1,293
+1.4%
0.01%
-8.3%
HSIC  HENRY SCHEIN INC$78,000
+13.0%
1,1740.0%0.01%0.0%
ILMN SellILLUMINA INC$79,000
+17.9%
213
-1.8%
0.01%0.0%
GTY  GETTY RLTY CORP NEW$78,000
+5.4%
2,8500.0%0.01%
-8.3%
CDXS  CODEXIS INC$76,000
+85.4%
3,5000.0%0.01%
+83.3%
SLYG  SPDR SER TRs&p 600 smcp grw$68,000
+30.8%
8840.0%0.01%
+25.0%
CAT BuyCATERPILLAR INC$72,000
+26.3%
396
+3.4%
0.01%
+11.1%
MCK  MCKESSON CORP$71,000
+16.4%
4070.0%0.01%0.0%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$68,000
+223.8%
294
+320.0%
0.01%
+233.3%
CRM BuySALESFORCE COM INC$71,000
+195.8%
318
+227.8%
0.01%
+150.0%
MO BuyALTRIA GROUP INC$70,000
+9.4%
1,710
+3.6%
0.01%0.0%
VFH  VANGUARD WORLD FDSfinancials etf$68,000
+23.6%
9330.0%0.01%
+11.1%
BSCN BuyINVESCO EXCH TRD SLF IDX FD$74,000
+42.3%
3,365
+39.9%
0.01%
+25.0%
TFC BuyTRUIST FINL CORP$68,000
+30.8%
1,410
+4.1%
0.01%
+25.0%
GD BuyGENERAL DYNAMICS CORP$70,000
+9.4%
472
+1.9%
0.01%0.0%
BP SellBP PLCsponsored adr$67,000
-9.5%
3,243
-23.2%
0.01%
-25.0%
NVS SellNOVARTIS AGsponsored adr$65,000
-87.1%
692
-88.0%
0.01%
-88.8%
PLD SellPROLOGIS INC.$63,000
-1.6%
629
-0.8%
0.01%
-10.0%
ROM BuyPROSHARES TR$64,000
+42.2%
897
+12.5%
0.01%
+28.6%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$61,000
+7.0%
1,053
+1.2%
0.01%0.0%
CMA SellCOMERICA INC$65,000
+30.0%
1,158
-11.7%
0.01%
+12.5%
DEO SellDIAGEO PLCspon adr new$66,000
+3.1%
413
-11.4%
0.01%
-10.0%
THO BuyTHOR INDS INC$61,0000.0%655
+1.6%
0.01%
-10.0%
GPC  GENUINE PARTS CO$65,000
+4.8%
6500.0%0.01%
-10.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$63,000
+34.0%
576
-0.9%
0.01%
+28.6%
ADM BuyARCHER DANIELS MIDLAND CO$61,000
+45.2%
1,205
+32.4%
0.01%
+28.6%
ILCB  ISHARES TRmrngstr lg-cp et$66,000
+10.0%
3060.0%0.01%0.0%
MUB NewISHARES TRnational mun etf$62,000533
+100.0%
0.01%
PNC BuyPNC FINL SVCS GROUP INC$58,000
+41.5%
392
+4.3%
0.01%
+33.3%
LULU BuyLULULEMON ATHLETICA INC$57,000
+307.1%
164
+300.0%
0.01%
+300.0%
TMO BuyTHERMO FISHER SCIENTIFIC INC$55,000
+66.7%
119
+60.8%
0.01%
+60.0%
VB  VANGUARD INDEX FDSsmall cp etf$54,000
+28.6%
2750.0%0.01%
+14.3%
IIVI BuyII-VI INC$57,000
+5600.0%
745
+2880.0%
0.01%
MAR SellMARRIOTT INTL INC NEWcl a$57,000
+39.0%
432
-1.4%
0.01%
+33.3%
BDX SellBECTON DICKINSON & CO$56,000
+3.7%
225
-3.0%
0.01%
-11.1%
XLF  SELECT SECTOR SPDR TRsbi int-finl$59,000
+22.9%
2,0000.0%0.01%0.0%
HSBC  HSBC HLDGS PLCspon adr new$57,000
+32.6%
2,2110.0%0.01%
+14.3%
GSK BuyGLAXOSMITHKLINE PLCsponsored adr$57,000
+1.8%
1,551
+3.4%
0.01%
-11.1%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$55,000
+139.1%
1,096
+104.5%
0.01%
+100.0%
SPSB  SPDR SER TRportfolio short$50,0000.0%1,5980.0%0.01%
-12.5%
MU BuyMICRON TECHNOLOGY INC$51,000
+325.0%
674
+157.3%
0.01%
+250.0%
NNN BuyNATIONAL RETAIL PROPERTIES I$52,000
+18.2%
1,272
+0.2%
0.01%0.0%
SGEN NewSEAGEN INC$48,000275
+100.0%
0.01%
IBB BuyISHARES TRnasdaq biotech$48,000
+242.9%
315
+215.0%
0.01%
+250.0%
ALB NewALBEMARLE CORP$47,000317
+100.0%
0.01%
CME SellCME GROUP INC$49,000
+4.3%
271
-3.9%
0.01%0.0%
C SellCITIGROUP INC$50,000
-15.3%
810
-40.4%
0.01%
-22.2%
AVY BuyAVERY DENNISON CORP$51,000
+2450.0%
327
+1716.7%
0.01%
CNP  CENTERPOINT ENERGY INC$53,000
+12.8%
2,4370.0%0.01%0.0%
VOE  VANGUARD INDEX FDSmcap vl idxvip$52,000
+15.6%
4400.0%0.01%0.0%
COP BuyCONOCOPHILLIPS$51,000
+24.4%
1,277
+1.1%
0.01%
+16.7%
Y  ALLEGHANY CORP DEL$52,000
+15.6%
860.0%0.01%0.0%
FSM BuyFORTUNA SILVER MINES INC$49,000
+133.3%
6,000
+81.8%
0.01%
+133.3%
TMUS  T-MOBILE US INC$45,000
+18.4%
3360.0%0.01%0.0%
FNV SellFRANCO NEV CORP$40,000
-28.6%
320
-20.0%
0.01%
-33.3%
UPS  UNITED PARCEL SERVICE INCcl b$46,000
+2.2%
2720.0%0.01%
-14.3%
VBK  VANGUARD INDEX FDSsml cp grw etf$44,000
+22.2%
1660.0%0.01%0.0%
RCD NewINVESCO EXCHANGE TRADED FD Ts&p500 eql dis$40,000330
+100.0%
0.01%
SAND  SANDSTORM GOLD LTD$43,000
-15.7%
6,0000.0%0.01%
-25.0%
MAG BuyMAG SILVER CORP$46,000
+91.7%
2,250
+50.0%
0.01%
+50.0%
ICE BuyINTERCONTINENTAL EXCHANGE IN$44,000
+175.0%
383
+135.0%
0.01%
+100.0%
WPM  WHEATON PRECIOUS METALS CORP$42,000
-14.3%
1,0000.0%0.01%
-25.0%
IJJ BuyISHARES TRs&p mc 400vl etf$41,000
+28.1%
477
+99.6%
0.01%
+20.0%
LYB BuyLYONDELLBASELL INDUSTRIES N$43,000
+95.5%
472
+50.3%
0.01%
+100.0%
QLTA  ISHARES TRa rate cp bd etf$40,0000.0%6850.0%0.01%0.0%
CII NewBLACKROCK ENHANCD CAP & INM$41,0002,367
+100.0%
0.01%
ZBH BuyZIMMER BIOMET HOLDINGS INC$41,000
+272.7%
265
+219.3%
0.01%
+200.0%
OTTR  OTTER TAIL CORP$43,000
+19.4%
1,0000.0%0.01%0.0%
KNX NewKNIGHT-SWIFT TRANSN HLDGS INcl a$46,0001,089
+100.0%
0.01%
SUSL NewISHARES TResg msci leadr$42,000640
+100.0%
0.01%
FIS BuyFIDELITY NATL INFORMATION SV$44,0000.0%312
+4.7%
0.01%
-14.3%
SYK BuySTRYKER CORPORATION$44,000
+528.6%
180
+480.6%
0.01%
+500.0%
FFIV NewF5 NETWORKS INC$46,000262
+100.0%
0.01%
KLAC NewKLA CORP$41,000157
+100.0%
0.01%
PGX SellINVESCO EXCH TRADED FD TR IIpfd etf$42,000
-19.2%
2,742
-23.0%
0.01%
-25.0%
ITT BuyITT INC$41,000
+36.7%
528
+5.6%
0.01%
+20.0%
SPLV BuyINVESCO EXCH TRADED FD TR IIs&p500 low vol$45,000
+18.4%
802
+14.2%
0.01%0.0%
AVA  AVISTA CORP$40,000
+17.6%
1,0000.0%0.01%
+20.0%
SILV BuySILVERCREST METALS INC$38,000
+90.0%
3,400
+41.7%
0.01%
+66.7%
VV SellVANGUARD INDEX FDSlarge cap etf$39,000
-17.0%
220
-26.7%
0.01%
-28.6%
ALE SellALLETE INC$34,000
+9.7%
543
-8.9%
0.01%0.0%
AZN BuyASTRAZENECA PLCsponsored adr$33,000
+6.5%
661
+15.2%
0.01%0.0%
CRI SellCARTERS INC$32,000
+6.7%
339
-1.5%
0.01%0.0%
ESGE  ISHARES INCesg awr msci em$36,000
+16.1%
8620.0%0.01%0.0%
APD BuyAIR PRODS & CHEMS INC$32,000
+1500.0%
116
+1833.3%
0.01%
MCI SellBARINGS CORPORATE INVS$37,000
-78.0%
2,784
-79.3%
0.01%
-81.5%
AG NewFIRST MAJESTIC SILVER CORP$35,0002,595
+100.0%
0.01%
SPLK BuySPLUNK INC$37,000
+1750.0%
220
+2100.0%
0.01%
TRMB BuyTRIMBLE INC$36,000
+50.0%
540
+11.1%
0.01%
+25.0%
ORLY  OREILLY AUTOMOTIVE INC$36,0000.0%790.0%0.01%
-16.7%
EQIX BuyEQUINIX INC$35,000
+600.0%
49
+600.0%
0.01%
+400.0%
BAX SellBAXTER INTL INC$33,000
-2.9%
413
-2.8%
0.01%0.0%
NVO  NOVO-NORDISK A Sadr$35,0000.0%5000.0%0.01%
-16.7%
EIX  EDISON INTL$37,000
+23.3%
5940.0%0.01%0.0%
SH SellPROSHARES TRshort s&p 500 ne$37,000
-46.4%
2,055
-39.7%
0.01%
-54.5%
GILD SellGILEAD SCIENCES INC$39,000
-49.4%
668
-45.0%
0.01%
-58.3%
BSCL BuyINVESCO EXCH TRD SLF IDX FD$36,000
+227.3%
1,711
+243.6%
0.01%
+150.0%
SCHP NewSCHWAB STRATEGIC TRus tips etf$35,000556
+100.0%
0.01%
ANET NewARISTA NETWORKS INC$36,000125
+100.0%
0.01%
CCI BuyCROWN CASTLE INTL CORP NEW$32,0000.0%200
+5.3%
0.01%0.0%
DD SellDUPONT DE NEMOURS INC$31,000
-18.4%
440
-35.9%
0.00%
-33.3%
EFIV  SPDR SER TRs&p 500 esg etf$26,000
+8.3%
7470.0%0.00%0.0%
HPQ  HP INC$28,000
+33.3%
1,1240.0%0.00%
+33.3%
TBF BuyPROSHARES TRshrt 20+yr tre$25,000
+13.6%
1,560
+8.3%
0.00%
+33.3%
AMT SellAMERICAN TOWER CORP NEW$29,000
-9.4%
129
-3.0%
0.00%
-20.0%
SNAP SellSNAP INCcl a$25,000
-3.8%
500
-50.0%
0.00%0.0%
CMG SellCHIPOTLE MEXICAN GRILL INC$25,000
-28.6%
18
-35.7%
0.00%
-33.3%
F SellFORD MTR CO DEL$26,000
-13.3%
2,987
-34.2%
0.00%
-20.0%
DOW SellDOW INC$25,000
-41.9%
454
-50.2%
0.00%
-42.9%
AWK BuyAMERICAN WTR WKS CO INC NEW$28,000
+16.7%
181
+8.4%
0.00%0.0%
BIIB BuyBIOGEN INC$29,000
-12.1%
118
+0.9%
0.00%
-20.0%
RNP NewCOHEN & STEERS REIT & PFD &I$26,0001,117
+100.0%
0.00%
FNDX NewSCHWAB STRATEGIC TRschwab fdt us lg$29,000648
+100.0%
0.00%
RYN  RAYONIER INC$28,000
+12.0%
9640.0%0.00%0.0%
HOLX SellHOLOGIC INC$31,000
+6.9%
428
-0.5%
0.00%
-20.0%
RBC  REGAL BELOIT CORP$31,000
+34.8%
2500.0%0.00%0.0%
XLU  SELECT SECTOR SPDR TRsbi int-utils$31,000
+3.3%
5000.0%0.00%
-20.0%
ARKF  ARK ETF TRfintech innova$25,000
+25.0%
5000.0%0.00%
+33.3%
IYLD  ISHARES TRmrngstr inc etf$31,000
+6.9%
1,2790.0%0.00%
-20.0%
CARR  CARRIER GLOBAL CORPORATION$25,000
+19.0%
6750.0%0.00%
+33.3%
DGP  DEUTSCHE BK AG LONDON BRHdb gold dbl lng$27,0000.0%6010.0%0.00%0.0%
DAL  DELTA AIR LINES INC DEL$28,000
+27.3%
7060.0%0.00%
+33.3%
LEG SellLEGGETT & PLATT INC$27,000
-22.9%
620
-26.0%
0.00%
-33.3%
RGA BuyREINSURANCE GRP OF AMERICA I$25,000
+25.0%
213
+1.9%
0.00%
+33.3%
ASML SellASML HOLDING N V$29,000
+16.0%
60
-11.8%
0.00%0.0%
CAG  CONAGRA BRANDS INC$28,0000.0%7830.0%0.00%0.0%
CSR NewCENTERSPACE$26,000370
+100.0%
0.00%
FNDE NewSCHWAB STRATEGIC TRschwb fdt emk lg$28,000987
+100.0%
0.00%
JKHY BuyHENRY JACK & ASSOC INC$31,000
+3.3%
194
+4.9%
0.00%
-20.0%
MPC BuyMARATHON PETE CORP$30,000
+42.9%
732
+1.9%
0.00%
+33.3%
CTVA SellCORTEVA INC$28,000
+3.7%
720
-22.2%
0.00%0.0%
ELAN NewELANCO ANIMAL HEALTH INC$29,000930
+100.0%
0.00%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$30,000
+11.1%
345
+11.3%
0.00%0.0%
ENB BuyENBRIDGE INC$27,000
+22.7%
830
+8.5%
0.00%
+33.3%
VLO BuyVALERO ENERGY CORP$26,000
+44.4%
454
+7.1%
0.00%
+33.3%
APH BuyAMPHENOL CORP NEWcl a$18,000
+350.0%
137
+260.5%
0.00%
+200.0%
ANTM BuyANTHEM INC$19,000
+35.7%
58
+11.5%
0.00%
+50.0%
TER BuyTERADYNE INC$18,000
+260.0%
147
+153.4%
0.00%
+200.0%
ZM BuyZOOM VIDEO COMMUNICATIONS INcl a$23,000
+187.5%
68
+277.8%
0.00%
+200.0%
SYY SellSYSCO CORP$21,000
+16.7%
277
-1.8%
0.00%0.0%
APPN BuyAPPIAN CORPcl a$23,000
+2200.0%
140
+1300.0%
0.00%
HE BuyHAWAIIAN ELEC INDUSTRIES$22,000
+4.8%
630
+1.3%
0.00%0.0%
HTA BuyHEALTHCARE TR AMER INCcl a new$23,000
+4.5%
844
+0.4%
0.00%0.0%
STOR BuySTORE CAP CORP$18,000
+28.6%
522
+1.4%
0.00%
+50.0%
VIV NewTELEFONICA BRASIL SAnew adr$22,0002,430
+100.0%
0.00%
HPE  HEWLETT PACKARD ENTERPRISE C$19,000
+26.7%
1,5700.0%0.00%
+50.0%
ABC BuyAMERISOURCEBERGEN CORP$19,0000.0%198
+2.1%
0.00%0.0%
IAA  IAA INC$19,000
+26.7%
2950.0%0.00%
+50.0%
EXC BuyEXELON CORP$18,000
+500.0%
435
+495.9%
0.00%
TEAM BuyATLASSIAN CORP PLCcl a$24,000
+2300.0%
103
+3333.3%
0.00%
ERIC  ERICSSONadr b sek 10$20,000
+11.1%
1,6670.0%0.00%0.0%
URI  UNITED RENTALS INC$19,000
+26.7%
840.0%0.00%
+50.0%
IP  INTERNATIONAL PAPER CO$21,000
+23.5%
4260.0%0.00%0.0%
SHOP NewSHOPIFY INCcl a$23,00020
+100.0%
0.00%
SHW BuySHERWIN WILLIAMS CO$20,000
+150.0%
27
+125.0%
0.00%
+200.0%
DRE  DUKE REALTY CORP$24,000
+9.1%
6000.0%0.00%0.0%
DXCM BuyDEXCOM INC$24,000
+700.0%
64
+814.3%
0.00%
DVY  ISHARES TRselect divid etf$24,000
+20.0%
2500.0%0.00%0.0%
TIP  ISHARES TRtips bd etf$22,0000.0%1730.0%0.00%0.0%
STX BuySEAGATE TECHNOLOGY PLC$22,000
+46.7%
351
+15.1%
0.00%
+50.0%
CRVL NewCORVEL CORP$18,000166
+100.0%
0.00%
ZEN BuyZENDESK INC$23,000
+2200.0%
160
+1500.0%
0.00%
NET NewCLOUDFLARE INC$21,000275
+100.0%
0.00%
IGSB  ISHARES TR$18,000
+5.9%
3180.0%0.00%0.0%
QUAL NewISHARES TRmsci usa qlt fct$19,000165
+100.0%
0.00%
CAH BuyCARDINAL HEALTH INC$23,000
+109.1%
432
+87.0%
0.00%
+50.0%
CDNS BuyCADENCE DESIGN SYSTEM INC$24,000
+166.7%
175
+116.0%
0.00%
+200.0%
AEM NewAGNICO EAGLE MINES LTD$18,000250
+100.0%
0.00%
JD NewJD.COM INCspon adr cl a$21,000240
+100.0%
0.00%
FVRR NewFIVERR INTL LTD$21,000110
+100.0%
0.00%
AMD  ADVANCED MICRO DEVICES INC$20,000
+11.1%
2230.0%0.00%0.0%
RIGL  RIGEL PHARMACEUTICALS INC$23,000
+43.8%
6,5000.0%0.00%0.0%
KL BuyKIRKLAND LAKE GOLD LTD$21,000
+10.5%
500
+25.0%
0.00%0.0%
SA  SEABRIDGE GOLD INC$21,000
+10.5%
1,0000.0%0.00%0.0%
EL BuyLAUDER ESTEE COS INCcl a$23,000
+475.0%
85
+325.0%
0.00%
+200.0%
RDSA SellROYAL DUTCH SHELL PLCspons adr a$19,000
-17.4%
544
-40.1%
0.00%
-25.0%
SBAC BuySBA COMMUNICATIONS CORP NEWcl a$23,000
+228.6%
81
+268.2%
0.00%
+200.0%
SCHH BuySCHWAB STRATEGIC TRus reit etf$20,000
+25.0%
520
+12.6%
0.00%0.0%
EFZ BuyPROSHARES TR$24,0000.0%1,161
+15.9%
0.00%
-25.0%
PII  POLARIS INC$22,0000.0%2300.0%0.00%0.0%
HYS  PIMCO ETF TR0-5 high yield$18,000
+5.9%
1850.0%0.00%0.0%
PMX NewPIMCO MUN INCOME FD III$21,0001,749
+100.0%
0.00%
DXJ  WISDOMTREE TRjapn hedge eqt$19,000
+11.8%
3520.0%0.00%0.0%
PDM  PIEDMONT OFFICE REALTY TR IN$21,000
+16.7%
1,3000.0%0.00%0.0%
OTIS BuyOTIS WORLDWIDE CORP$22,000
+10.0%
328
+0.3%
0.00%0.0%
SPYX  SPDR SER TRspdr s&p 500 etf$20,000
+11.1%
2110.0%0.00%0.0%
WMB SellWILLIAMS COS INC$21,0000.0%1,051
-2.8%
0.00%0.0%
OKTA  OKTA INCcl a$20,000
+17.6%
780.0%0.00%0.0%
FNDA NewSCHWAB STRATEGIC TRschwab fdt us sc$24,000560
+100.0%
0.00%
NUSC  NUSHARES ETF TRnuveen esg smlcp$20,000
+25.0%
5230.0%0.00%0.0%
NUMV  NUSHARES ETF TRnuveen esg midvl$22,000
+15.8%
7270.0%0.00%0.0%
MPWR BuyMONOLITHIC PWR SYS INC$19,000
+216.7%
51
+121.7%
0.00%
+200.0%
DTE  DTE ENERGY CO$15,000
+7.1%
1200.0%0.00%0.0%
RF  REGIONS FINANCIAL CORP NEW$11,000
+37.5%
6570.0%0.00%
+100.0%
ROP BuyROPER TECHNOLOGIES INC$17,000
+466.7%
40
+400.0%
0.00%
LADR BuyLADDER CAP CORPcl a$15,000
+36.4%
1,531
+2.8%
0.00%0.0%
LRCX BuyLAM RESEARCH CORP$11,000
+175.0%
24
+100.0%
0.00%
+100.0%
LVS  LAS VEGAS SANDS CORP$14,000
+27.3%
2420.0%0.00%0.0%
SNPS BuySYNOPSYS INC$12,000
+71.4%
48
+41.2%
0.00%
+100.0%
VAR  VARIAN MED SYS INC$14,0000.0%810.0%0.00%0.0%
ITOT SellISHARES TRcore s&p ttl stk$11,0000.0%132
-6.4%
0.00%0.0%
BWXT BuyBWX TECHNOLOGIES INC$11,000
+266.7%
185
+262.7%
0.00%
SCHC NewSCHWAB STRATEGIC TRintl sceqt etf$12,000311
+100.0%
0.00%
LIN SellLINDE PLC$11,000
-15.4%
41
-25.5%
0.00%0.0%
NOW SellSERVICENOW INC$11,000
-15.4%
20
-23.1%
0.00%0.0%
HAL SellHALLIBURTON CO$11,000
-15.4%
561
-47.1%
0.00%0.0%
SCHB  SCHWAB STRATEGIC TRus brd mkt etf$15,000
+15.4%
1640.0%0.00%0.0%
TJX BuyTJX COS INC NEW$12,000
+300.0%
176
+203.4%
0.00%
BSCM NewINVESCO EXCH TRD SLF IDX FD$14,000629
+100.0%
0.00%
QTS BuyQTS RLTY TR INC$13,0000.0%206
+0.5%
0.00%0.0%
RWL NewINVESCO EXCH TRADED FD TR IIs&p 500 revenue$12,000200
+100.0%
0.00%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$11,000
+120.0%
206
+110.2%
0.00%
+100.0%
THC  TENET HEALTHCARE CORP$17,000
+70.0%
4160.0%0.00%0.0%
MAC  MACERICH CO$15,000
+66.7%
1,3600.0%0.00%
+100.0%
EMN BuyEASTMAN CHEM CO$13,000
+85.7%
128
+40.7%
0.00%
+100.0%
DON  WISDOMTREE TRus midcap divid$12,000
+20.0%
3440.0%0.00%0.0%
FNDC NewSCHWAB STRATEGIC TRschwb fdt int sc$16,000461
+100.0%
0.00%
VSGX  VANGUARD WORLD FDesg intl stk etf$13,000
+8.3%
2270.0%0.00%0.0%
BIDU  BAIDU INCspon adr rep a$11,000
+83.3%
500.0%0.00%
+100.0%
ACN BuyACCENTURE PLC IRELAND$15,000
+50.0%
56
+30.2%
0.00%0.0%
NS  NUSTAR ENERGY LP$12,000
+33.3%
8180.0%0.00%
+100.0%
GPN BuyGLOBAL PMTS INC$12,000
+50.0%
56
+24.4%
0.00%
+100.0%
PCK NewPIMCO CALIF MUN INCOME FD II$16,0001,729
+100.0%
0.00%
BLCN NewSIREN ETF TRnsd nxgn eco etf$16,000400
+100.0%
0.00%
GS BuyGOLDMAN SACHS GROUP INC$11,000
+120.0%
40
+53.8%
0.00%
+100.0%
DOC BuyPHYSICIANS RLTY TR$12,0000.0%670
+1.2%
0.00%0.0%
EW BuyEDWARDS LIFESCIENCES CORP$16,000
+300.0%
171
+235.3%
0.00%
+100.0%
SIRI  SIRIUS XM HOLDINGS INC$15,000
+25.0%
2,3130.0%0.00%0.0%
UL  UNILEVER PLCspon adr new$16,000
-5.9%
2700.0%0.00%
-33.3%
IEX BuyIDEX CORP$11,000
+37.5%
55
+19.6%
0.00%
+100.0%
AIG  AMERICAN INTL GROUP INC$11,000
+37.5%
2830.0%0.00%
+100.0%
SNOW NewSNOWFLAKE INCcl a$11,00040
+100.0%
0.00%
STAG BuySTAG INDL INC$17,000
+6.2%
544
+1.1%
0.00%
-33.3%
NTG NewTORTOISE MIDSTRM ENERGY FD I$12,000576
+100.0%
0.00%
ALBO  ALBIREO PHARMA INC$11,000
+10.0%
3000.0%0.00%0.0%
CHRW  C H ROBINSON WORLDWIDE INC$14,000
-6.7%
1440.0%0.00%0.0%
CABO  CABLE ONE INC$16,000
+23.1%
70.0%0.00%0.0%
WAB SellWABTEC$14,000
+7.7%
197
-3.9%
0.00%0.0%
WBA SellWALGREENS BOOTS ALLIANCE INC$15,000
+7.1%
386
-1.0%
0.00%0.0%
WPC BuyWP CAREY INC$17,000
+13.3%
247
+7.4%
0.00%0.0%
VNT NewVONTIER CORPORATION$16,000491
+100.0%
0.00%
ATVI BuyACTIVISION BLIZZARD INC$13,000
+62.5%
144
+41.2%
0.00%
+100.0%
BNS  BANK NOVA SCOTIA B C$12,000
+33.3%
2250.0%0.00%
+100.0%
STT SellSTATE STR CORP$16,000
+23.1%
218
-3.5%
0.00%0.0%
SLB SellSCHLUMBERGER LTD$16,000
+33.3%
735
-6.6%
0.00%0.0%
SRE  SEMPRA ENERGY$16,000
+6.7%
1260.0%0.00%0.0%
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$11,000
+37.5%
16
+23.1%
0.00%
+100.0%
CTAS NewCINTAS CORP$12,00033
+100.0%
0.00%
ACB SellAURORA CANNABIS INC$11,000
+83.3%
1,342
-0.4%
0.00%
+100.0%
K  KELLOGG CO$12,000
-7.7%
2000.0%0.00%0.0%
CXP  COLUMBIA PPTY TR INC$13,000
+30.0%
9080.0%0.00%0.0%
ROKU NewROKU INC$13,00040
+100.0%
0.00%
SCHW BuySCHWAB CHARLES CORP$13,000
+62.5%
241
+8.6%
0.00%
+100.0%
GCO  GENESCO INC$15,000
+36.4%
5000.0%0.00%0.0%
IWN  ISHARES TRrus 2000 val etf$13,000
+30.0%
1020.0%0.00%0.0%
BXMT BuyBLACKSTONE MTG TR INC$11,000
+37.5%
383
+2.7%
0.00%
+100.0%
PHG  KONINKLIJKE PHILIPS N Vny reg sh new$16,000
+14.3%
2980.0%0.00%0.0%
IEF SellISHARES TRbarclays 7 10 yr$15,000
-6.2%
128
-5.2%
0.00%
-33.3%
GEL  GENESIS ENERGY L Punit ltd partn$11,000
+37.5%
1,7000.0%0.00%
+100.0%
PHM BuyPULTE GROUP INC$8,000
+166.7%
190
+227.6%
0.00%
AGCO NewAGCO CORP$4,00036
+100.0%
0.00%
ALGN BuyALIGN TECHNOLOGY INC$8,000
+100.0%
15
+36.4%
0.00%0.0%
AB  ALLIANCEBERNSTEIN HLDG L Punit ltd partn$8,000
+33.3%
2400.0%0.00%0.0%
AMED BuyAMEDISYS INC$6,000
+500.0%
21
+250.0%
0.00%
AAL  AMERICAN AIRLS GROUP INC$4,000
+33.3%
2770.0%0.00%
AME  AMETEK INC$7,000
+16.7%
570.0%0.00%0.0%
NLY SellANNALY CAPITAL MANAGEMENT IN$8,000
+14.3%
962
-0.3%
0.00%0.0%
ANSS BuyANSYS INC$10,000
+42.9%
27
+28.6%
0.00%0.0%
ATR BuyAPTARGROUP INC$4,000
+100.0%
28
+55.6%
0.00%
AIZ BuyASSURANT INC$6,000
+500.0%
47
+291.7%
0.00%
AXNX  AXONICS MODULATION TECHNOLOG$4,0000.0%750.0%0.00%0.0%
BLL  BALL CORP$7,000
+16.7%
730.0%0.00%0.0%
GOLD SellBARRICK GOLD CORP$4,000
-20.0%
162
-13.4%
0.00%0.0%
BTI BuyBRITISH AMERN TOB PLCsponsored adr$8,000
+166.7%
214
+170.9%
0.00%
BFB BuyBROWN FORMAN CORPcl b$7,000
+133.3%
91
+127.5%
0.00%
BRKR BuyBRUKER CORP$6,000
+100.0%
113
+32.9%
0.00%
BURL BuyBURLINGTON STORES INC$10,000
+100.0%
38
+52.0%
0.00%0.0%
CDK  CDK GLOBAL INC$4,000
+33.3%
680.0%0.00%
GIB  CGI INCcl a sub vtg$9,000
+12.5%
1120.0%0.00%0.0%
CMS BuyCMS ENERGY CORP$5,000
+25.0%
80
+37.9%
0.00%0.0%
CPHC  CANTERBURY PARK HOLDING CORP$4,0000.0%3000.0%0.00%0.0%
CSL  CARLISLE COS INC$6,000
+20.0%
410.0%0.00%0.0%
CCL SellCARNIVAL CORPunit 99/99/9999$4,000
-20.0%
204
-32.9%
0.00%0.0%
CRL BuyCHARLES RIV LABS INTL INC$4,000
+100.0%
15
+50.0%
0.00%
CLDT  CHATHAM LODGING TR$4,000
+33.3%
3900.0%0.00%
CHE BuyCHEMED CORP NEW$6,000
+100.0%
11
+57.1%
0.00%
ECON  COLUMBIA ETF TR IIemrg markets etf$4,0000.0%1540.0%0.00%0.0%
CXO  CONCHO RES INC$4,000
+33.3%
710.0%0.00%
STZ SellCONSTELLATION BRANDS INCcl a$4,000
-20.0%
17
-37.0%
0.00%0.0%
COR BuyCORESITE RLTY CORP$6,000
+200.0%
44
+175.0%
0.00%
CSGP SellCOSTAR GROUP INC$6,000
-25.0%
6
-40.0%
0.00%0.0%
COUP BuyCOUPA SOFTWARE INC$8,000
+166.7%
24
+118.2%
0.00%
COWN  COWEN INCcl a new$6,000
+50.0%
2500.0%0.00%0.0%
CCK  CROWN HLDGS INC$4,000
+33.3%
390.0%0.00%
DNP SellDNP SELECT INCOME FD INC$6,000
-87.0%
605
-86.9%
0.00%
-85.7%
DECK BuyDECKERS OUTDOOR CORP$7,000
+600.0%
25
+316.7%
0.00%
DOCU  DOCUSIGN INC$4,0000.0%180.0%0.00%0.0%
DG  DOLLAR GEN CORP NEW$4,0000.0%180.0%0.00%0.0%
DLTR BuyDOLLAR TREE INC$6,000
+50.0%
51
+30.8%
0.00%0.0%
DKNG BuyDRAFTKINGS INC$5,0000.0%100
+22.0%
0.00%0.0%
EPR  EPR PPTYS$8,000
+14.3%
2500.0%0.00%0.0%
EBAY SellEBAY INC.$6,000
-14.3%
128
-6.6%
0.00%0.0%
ECL SellECOLAB INC$9,000
+12.5%
39
-7.1%
0.00%0.0%
ETR BuyENTERGY CORP NEW$7,000
+133.3%
74
+174.1%
0.00%
EQR BuyEQUITY RESIDENTIALsh ben int$8,000
+14.3%
135
+0.7%
0.00%0.0%
EEFT SellEURONET WORLDWIDE INC$5,000
+25.0%
37
-7.5%
0.00%0.0%
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$5,000
+25.0%
770.0%0.00%0.0%
EXPE BuyEXPEDIA GROUP INC$9,000
+800.0%
66
+407.7%
0.00%
FICO  FAIR ISAAC CORP$10,000
+25.0%
190.0%0.00%0.0%
FRT BuyFEDERAL RLTY INVT TRsh ben int new$8,000
+60.0%
91
+40.0%
0.00%0.0%
FHLC BuyFIDELITY COVINGTON TRUSTmsci hlth care i$8,000
+14.3%
141
+0.7%
0.00%0.0%
FITB NewFIFTH THIRD BANCORP$4,000130
+100.0%
0.00%
FRC  FIRST REP BK SAN FRANCISCO C$6,000
+50.0%
390.0%0.00%0.0%
FIVE BuyFIVE BELOW INC$4,000
+300.0%
21
+200.0%
0.00%
FLT BuyFLEETCOR TECHNOLOGIES INC$9,000
+800.0%
33
+560.0%
0.00%
FTNT  FORTINET INC$4,000
+33.3%
290.0%0.00%
FSKR NewFS KKR CAP CORP II$10,000590
+100.0%
0.00%
GM  GENERAL MTRS CO$10,000
+42.9%
2310.0%0.00%0.0%
LIT NewGLOBAL X FDSlithium btry etf$9,000150
+100.0%
0.00%
GWW  GRAINGER W W INC$6,000
+20.0%
140.0%0.00%0.0%
HCA BuyHCA HEALTHCARE INC$6,000
+200.0%
34
+112.5%
0.00%
HASI SellHANNON ARMSTRONG SUST INFR C$8,000
-20.0%
126
-48.4%
0.00%
-50.0%
HOG  HARLEY DAVIDSON INC$4,000
+100.0%
1000.0%0.00%
HRC BuyHILL ROM HLDGS INC$7,000
+133.3%
69
+72.5%
0.00%
ING  ING GROEP N.V.sponsored adr$6,000
+20.0%
6640.0%0.00%0.0%
INGR BuyINGREDION INC$4,000
+100.0%
50
+78.6%
0.00%
IART BuyINTEGRA LIFESCIENCES HLDGS C$5,000
+66.7%
74
+17.5%
0.00%
PBW SellINVESCO EXCHANGE TRADED FD Twilderhil clan$10,000
-85.1%
95
-91.3%
0.00%
-90.9%
PGF  INVESCO EXCHANGE TRADED FD Tfinl pfd etf$10,0000.0%5250.0%0.00%
-50.0%
IRM BuyIRON MTN INC NEW$6,000
+20.0%
191
+2.1%
0.00%0.0%
FXI BuyISHARES TRchina lg-cap etf$5,0000.0%108
+0.9%
0.00%0.0%
IYE NewISHARES TRu.s. energy etf$7,000350
+100.0%
0.00%
ACWI NewISHARES TRmsci acwi etf$4,00043
+100.0%
0.00%
ISTB  ISHARES TRcore 1 5 yr usd$4,0000.0%720.0%0.00%0.0%
JMIA NewJUMIA TECHNOLOGIES AGsponsored ads$4,000100
+100.0%
0.00%
KAR  KAR AUCTION SVCS INC$4,000
+33.3%
2210.0%0.00%
KSU  KANSAS CITY SOUTHERN$8,000
+14.3%
390.0%0.00%0.0%
KSS SellKOHLS CORP$6,000
-66.7%
153
-83.9%
0.00%
-66.7%
LBRDK BuyLIBERTY BROADBAND CORP$5,000
+25.0%
33
+22.2%
0.00%0.0%
MGM  MGM RESORTS INTERNATIONAL$4,000
+33.3%
1350.0%0.00%
MFC SellMANULIFE FINL CORP$4,000
-20.0%
247
-32.1%
0.00%0.0%
MRO  MARATHON OIL CORP$5,000
+66.7%
7790.0%0.00%
VAC NewMARRIOTT VACTINS WORLDWID CO$7,00050
+100.0%
0.00%
MTCH  MATCH GROUP INC NEW$4,000
+33.3%
280.0%0.00%
MXIM  MAXIM INTEGRATED PRODS INC$7,000
+40.0%
790.0%0.00%0.0%
MDP  MEREDITH CORP$4,000
+33.3%
2000.0%0.00%
MET SellMETLIFE INC$10,000
+25.0%
214
-1.8%
0.00%0.0%
MSI BuyMOTOROLA SOLUTIONS INC$5,000
+66.7%
27
+35.0%
0.00%
NIO NewNIO INCspon ads$5,000100
+100.0%
0.00%
NRG  NRG ENERGY INC$9,000
+12.5%
2520.0%0.00%0.0%
NDAQ BuyNASDAQ INC$4,000
+100.0%
32
+77.8%
0.00%
NTAP NewNETAPP INC$10,000150
+100.0%
0.00%
NEM  NEWMONT CORP$6,000
-14.3%
1030.0%0.00%0.0%
JWN  NORDSTROM INC$7,000
+133.3%
2120.0%0.00%
NSC BuyNORFOLK SOUTHN CORP$10,000
+25.0%
44
+12.8%
0.00%0.0%
NOC BuyNORTHROP GRUMMAN CORP$6,000
+20.0%
20
+25.0%
0.00%0.0%
ORI SellOLD REP INTL CORP$8,000
-11.1%
394
-36.3%
0.00%0.0%
ON BuyON SEMICONDUCTOR CORP$6,000
+100.0%
191
+64.7%
0.00%
OSK SellOSHKOSH CORP$4,0000.0%41
-16.3%
0.00%0.0%
PCG SellPG&E CORP$7,000
-63.2%
552
-73.1%
0.00%
-66.7%
PKG BuyPACKAGING CORP AMER$7,000
+250.0%
54
+170.0%
0.00%
PBA BuyPEMBINA PIPELINE CORP$9,000
+28.6%
370
+13.8%
0.00%0.0%
PNW SellPINNACLE WEST CAP CORP$4,0000.0%46
-11.5%
0.00%0.0%
BPOP  POPULAR INC$5,000
+66.7%
830.0%0.00%
QS NewQUANTUMSCAPE CORP$5,00065
+100.0%
0.00%
RPM  RPM INTL INC$6,0000.0%670.0%0.00%0.0%
REGN BuyREGENERON PHARMACEUTICALS$5,000
+25.0%
10
+25.0%
0.00%0.0%
RMD BuyRESMED INC$4,000
+300.0%
17
+183.3%
0.00%
REXR  REXFORD INDL RLTY INC$5,000
+25.0%
960.0%0.00%0.0%
RNG  RINGCENTRAL INCcl a$5,000
+25.0%
130.0%0.00%0.0%
SPGI SellS&P GLOBAL INC$7,000
-22.2%
20
-23.1%
0.00%0.0%
EBND NewSPDR SER TRblombrg brc emrg$6,000219
+100.0%
0.00%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$8,0000.0%1560.0%0.00%0.0%
SMG BuySCOTTS MIRACLE GRO COcl a$5,000
+150.0%
24
+71.4%
0.00%
XLC SellSELECT SECTOR SPDR TR$9,0000.0%130
-10.3%
0.00%0.0%
SCI  SERVICE CORP INTL$4,000
+33.3%
720.0%0.00%
SPG SellSIMON PPTY GROUP INC NEW$7,000
-50.0%
83
-62.6%
0.00%
-50.0%
LUV  SOUTHWEST AIRLS CO$8,000
+14.3%
1770.0%0.00%0.0%
SXI  STANDEX INTL CORP$10,000
+25.0%
1330.0%0.00%0.0%
STON  STONEMOR INC$5,000
+150.0%
2,0000.0%0.00%
SPWR  SUNPOWER CORP$5,000
+66.7%
2000.0%0.00%
TRGP  TARGA RES CORP$5,000
+66.7%
1810.0%0.00%
TFX BuyTELEFLEX INCORPORATED$4,000
+100.0%
9
+80.0%
0.00%
TTD BuyTHE TRADE DESK INC$6,000
+100.0%
7
+40.0%
0.00%
TTE  TOTAL SEsponsored ads$8,000
+33.3%
1790.0%0.00%0.0%
TDG  TRANSDIGM GROUP INC$7,000
+40.0%
110.0%0.00%0.0%
TWLO  TWILIO INCcl a$5,000
+66.7%
140.0%0.00%
UGI BuyUGI CORP NEW$10,000
+42.9%
279
+23.5%
0.00%0.0%
UBER  UBER TECHNOLOGIES INC$5,000
+25.0%
1020.0%0.00%0.0%
UMPQ  UMPQUA HLDGS CORP$4,000
+33.3%
2420.0%0.00%
UTHR  UNITED THERAPEUTICS CORP DEL$9,000
+50.0%
600.0%0.00%0.0%
UHS BuyUNIVERSAL HLTH SVCS INCcl b$4,000
+33.3%
31
+10.7%
0.00%
VFC BuyV F CORP$5,000
+66.7%
55
+17.0%
0.00%
VMBS NewVANGUARD SCOTTSDALE FDSmortg-back sec$8,000156
+100.0%
0.00%
VIAC BuyVIACOMCBS INCcl b$5,000
+25.0%
142
+13.6%
0.00%0.0%
WST SellWEST PHARMACEUTICAL SVSC INC$5,000
-37.5%
19
-36.7%
0.00%0.0%
WU SellWESTERN UN CO$4,0000.0%195
-6.7%
0.00%0.0%
WING NewWINGSTOP INC$4,00032
+100.0%
0.00%
WKHS  WORKHORSE GROUP INC$10,000
-23.1%
5000.0%0.00%
-50.0%
WYND  WYNDHAM DESTINATIONS INC$10,000
+42.9%
2200.0%0.00%0.0%
ZBRA BuyZEBRA TECHNOLOGIES CORPORATIcl a$8,000
+300.0%
22
+214.3%
0.00%
ACGL BuyARCH CAP GROUP LTDord$5,000
+66.7%
135
+36.4%
0.00%
G NewGENPACT LIMITED$8,000183
+100.0%
0.00%
HLF BuyHERBALIFE NUTRITION LTD$4,000
+100.0%
73
+40.4%
0.00%
STE BuySTERIS PLC$7,000
+75.0%
39
+56.0%
0.00%0.0%
ALC BuyALCON AG$10,000
+11.1%
157
+1.9%
0.00%0.0%
NXPI BuyNXP SEMICONDUCTORS N V$10,000
+400.0%
63
+293.8%
0.00%
QGEN BuyQIAGEN NV$5,000
+150.0%
96
+108.7%
0.00%
RCL  ROYAL CARIBBEAN GROUP$7,000
+16.7%
1000.0%0.00%0.0%
PEGA ExitPEGASYSTEMS INC$0-10
-100.0%
0.00%
NICE NewNICE LTDsponsored adr$1,0005
+100.0%
0.00%
NWSA  NEWS CORP NEWcl a$1,0000.0%700.0%0.00%
NYMT  NEW YORK MTG TR INC$060.0%0.00%
NYCB NewNEW YORK CMNTY BANCORP INC$1,00099
+100.0%
0.00%
NRZ BuyNEW RESIDENTIAL INVT CORP$2,000
+100.0%
157
+12.1%
0.00%
NEOG NewNEOGEN CORP$1,00010
+100.0%
0.00%
NK NewNANTKWEST INC$034
+100.0%
0.00%
MUR NewMURPHY OIL CORP$035
+100.0%
0.00%
MNST  MONSTER BEVERAGE CORP NEW$3,0000.0%350.0%0.00%
MHK  MOHAWK INDS INC$1,0000.0%90.0%0.00%
MRNA BuyMODERNA INC$2,000
+100.0%
23
+43.8%
0.00%
 MICRO FOCUS INTL PLCspon adr new$1,0001130.0%0.00%
MTD  METTLER TOLEDO INTERNATIONAL$2,0000.0%20.0%0.00%
MRCY NewMERCURY SYS INC$04
+100.0%
0.00%
MKC BuyMCCORMICK & CO INC$3,000
+200.0%
28
+366.7%
0.00%
MKL  MARKEL CORP$2,0000.0%20.0%0.00%
MANH BuyMANHATTAN ASSOCS INC$1,00011
+175.0%
0.00%
LNC BuyLINCOLN NATL CORP IND$2,000
+100.0%
42
+7.7%
0.00%
FWONA  LIBERTY MEDIA CORP DEL$1,0000.0%150.0%0.00%
EMAN ExitEMAGIN CORP$0-1,000
-100.0%
0.00%
FWONK  LIBERTY MEDIA CORP DEL$1,0000.0%340.0%0.00%
LBRDA  LIBERTY BROADBAND CORP$1,0000.0%60.0%0.00%
PGR  PROGRESSIVE CORP$1,0000.0%130.0%0.00%
TROW  PRICE T ROWE GROUP INC$1,0000.0%80.0%0.00%
PINS NewPINTEREST INCcl a$3,00040
+100.0%
0.00%
PKI  PERKINELMER INC$3,0000.0%230.0%0.00%
PAG  PENSKE AUTOMOTIVE GRP INC$2,0000.0%400.0%0.00%
PTON  PELOTON INTERACTIVE INC$3,000
+50.0%
220.0%0.00%
SPIB NewSPDR SER TRportfolio intrmd$3,00088
+100.0%
0.00%
VMC ExitVULCAN MATLS CO$0-5
-100.0%
0.00%
PE  PARSLEY ENERGY INCcl a$1,000430.0%0.00%
PH  PARKER-HANNIFIN CORP$2,000
+100.0%
60.0%0.00%
PANW  PALO ALTO NETWORKS INC$2,000
+100.0%
50.0%0.00%
XSD  SPDR SER TRs&p semicndctr$1,00030.0%0.00%
PACW NewPACWEST BANCORP DEL$018
+100.0%
0.00%
PCRX  PACIRA BIOSCIENCES INC$1,0000.0%140.0%0.00%
PCAR  PACCAR INC$3,0000.0%300.0%0.00%
PTC NewPTC INC$2,00014
+100.0%
0.00%
OC  OWENS CORNING NEW$2,0000.0%230.0%0.00%
OKE SellONEOK INC NEW$1,000
-98.0%
32
-98.4%
0.00%
-100.0%
SIVB  SVB FINANCIAL GROUP$1,0000.0%30.0%0.00%
SAGE  SAGE THERAPEUTICS INC$2,000
+100.0%
210.0%0.00%
OXYWS SellOCCIDENTAL PETE CORP*w exp 08/03/202$1,0000.0%168
-5.1%
0.00%
OXY SellOCCIDENTAL PETE CORP$2,0000.0%87
-47.3%
0.00%
NTNX  NUTANIX INCcl a$1,000210.0%0.00%
SRPT  SAREPTA THERAPEUTICS INC$1,0000.0%40.0%0.00%
NUE  NUCOR CORP$3,000
+50.0%
490.0%0.00%
LEN  LENNAR CORPcl a$2,0000.0%250.0%0.00%
KHC SellKRAFT HEINZ CO$2,0000.0%58
-3.3%
0.00%
KTB NewKONTOOR BRANDS INC$01
+100.0%
0.00%
KMI BuyKINDER MORGAN INC DEL$2,000
+100.0%
176
+54.4%
0.00%
KEYS  KEYSIGHT TECHNOLOGIES INC$1,0000.0%60.0%0.00%
JLL SellJONES LANG LASALLE INC$2,0000.0%16
-20.0%
0.00%
JAMF  JAMF HLDG CORP$3,000
-25.0%
1000.0%0.00%
-100.0%
J NewJACOBS ENGR GROUP INC$2,00017
+100.0%
0.00%
SLV SellISHARES SILVER TRishares$2,0000.0%100
-9.1%
0.00%
LKQ ExitLKQ CORP$0-19
-100.0%
0.00%
IQV  IQVIA HLDGS INC$1,0000.0%60.0%0.00%
PHB  INVESCO EXCH TRADED FD TR IIfndmntl hy crp$0160.0%0.00%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$2,0000.0%180.0%0.00%
SBNY SellSIGNATURE BK NEW YORK N Y$1,0004
-20.0%
0.00%
IVR  INVESCO MORTGAGE CAPITAL INC$2,000
+100.0%
5480.0%0.00%
IFF SellINTERNATIONAL FLAVORS&FRAGRA$1,0000.0%8
-33.3%
0.00%
IBKR  INTERACTIVE BROKERS GROUP IN$1,0000.0%130.0%0.00%
SKX SellSKECHERS U S A INCcl a$1,0000.0%37
-24.5%
0.00%
IAC SellIAC INTERACTIVECORP NEW$1,0000.0%7
-36.4%
0.00%
H  HYATT HOTELS CORP$1,0000.0%160.0%0.00%
SJM  SMUCKER J M CO$1,0000.0%80.0%0.00%
HII BuyHUNTINGTON INGALLS INDS INC$1,0000.0%7
+75.0%
0.00%
HBAN  HUNTINGTON BANCSHARES INC$3,000
+50.0%
2330.0%0.00%
HUM BuyHUMANA INC$3,000
+200.0%
7
+250.0%
0.00%
SON  SONOCO PRODS CO$2,000
+100.0%
270.0%0.00%
HRL BuyHORMEL FOODS CORP$1,0000.0%23
+43.8%
0.00%
SCCO  SOUTHERN COPPER CORP$1,0000.0%170.0%0.00%
HFC SellHOLLYFRONTIER CORP$1,0000.0%37
-31.5%
0.00%
HLT  HILTON WORLDWIDE HLDGS INC$1,0000.0%110.0%0.00%
HIW  HIGHWOODS PPTYS INC$090.0%0.00%
AVXL ExitANAVEX LIFE SCIENCES CORP$0-500
-100.0%
0.00%
HXL NewHEXCEL CORP NEW$1,00016
+100.0%
0.00%
HES  HESS CORP$1,0000.0%200.0%0.00%
HEPA  HEPION PHARMACEUTICALS INC$010.0%0.00%
SRCL  STERICYCLE INC$1,0000.0%180.0%0.00%
AIV ExitAPARTMENT INVT & MGMT COcl a$0-34
-100.0%
0.00%
HP BuyHELMERICH & PAYNE INC$1,00048
+54.8%
0.00%
HR SellHEALTHCARE RLTY TR$2,000
-86.7%
63
-86.9%
0.00%
-100.0%
PB ExitPROSPERITY BANCSHARES INC$0-21
-100.0%
0.00%
HIG BuyHARTFORD FINL SVCS GROUP INC$1,0000.0%18
+28.6%
0.00%
SYF  SYNCHRONY FINANCIAL$2,000
+100.0%
510.0%0.00%
THG NewHANOVER INS GROUP INC$1,0009
+100.0%
0.00%
SYX  SYSTEMAX INC$1,0000.0%250.0%0.00%
HAIN  HAIN CELESTIAL GROUP INC$1,0000.0%180.0%0.00%
GWRE  GUIDEWIRE SOFTWARE INC$2,0000.0%170.0%0.00%
GPK NewGRAPHIC PACKAGING HLDG CO$3,000200
+100.0%
0.00%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$1,0000.0%500.0%0.00%
GRA  GRACE W R & CO DEL NEW$1,0000.0%190.0%0.00%
SPLG ExitSPDR SER TRportfolio s&p500$0-37
-100.0%
0.00%
BOTZ  GLOBAL X FDSrbtcs artfl inte$3,0000.0%1000.0%0.00%
TDOC  TELADOC HEALTH INC$2,0000.0%80.0%0.00%
UMC ExitUNITED MICROELECTRONICS CORPspon adr new$0-100
-100.0%
0.00%
LAND NewGLADSTONE LD CORP$07
+100.0%
0.00%
IT  GARTNER INC$1,0000.0%80.0%0.00%
GLPI  GAMING & LEISURE PPTYS INC$1,0000.0%310.0%0.00%
FCX  FREEPORT-MCMORAN INCcl b$1,0000.0%570.0%0.00%
BEN BuyFRANKLIN RESOURCES INC$2,000
+100.0%
95
+35.7%
0.00%
TXT  TEXTRON INC$2,0000.0%460.0%0.00%
ODP  THE ODP CORP$2,000
+100.0%
650.0%0.00%
FOXA  FOX CORP$1,0000.0%200.0%0.00%
FBHS  FORTUNE BRANDS HOME & SEC IN$2,0000.0%210.0%0.00%
FL  FOOT LOCKER INC$1,0000.0%240.0%0.00%
TIF  TIFFANY & CO NEW$1,0000.0%90.0%0.00%
FLO  FLOWERS FOODS INC$1,0000.0%240.0%0.00%
FND  FLOOR & DECOR HLDGS INCcl a$1,0000.0%70.0%0.00%
FE NewFIRSTENERGY CORP$2,00073
+100.0%
0.00%
MOS ExitMOSAIC CO NEW$0-34
-100.0%
0.00%
FHN BuyFIRST HORIZON CORPORATION$2,000
+100.0%
128
+56.1%
0.00%
FAF  FIRST AMERN FINL CORP$1,0000.0%150.0%0.00%
FDS  FACTSET RESH SYS INC$2,0000.0%50.0%0.00%
TRN NewTRINITY INDS INC$1,00032
+100.0%
0.00%
FMC  FMC CORP$3,0000.0%280.0%0.00%
TUP NewTUPPERWARE BRANDS CORP$2,00068
+100.0%
0.00%
ONEQ ExitFIDELITY COMWLTH TRndq cp idx trk$0-2
-100.0%
0.00%
TWTR  TWITTER INC$3,000
+50.0%
470.0%0.00%
FLIR NewFLIR SYS INC$1,00014
+100.0%
0.00%
EXPD SellEXPEDITORS INTL WASH INC$1,000
-96.8%
9
-97.3%
0.00%
-100.0%
UDR NewUDR INC$1,00023
+100.0%
0.00%
EXAS  EXACT SCIENCES CORP$1,0000.0%50.0%0.00%
EOLS SellEVOLUS INC$1,0000.0%275
-6.8%
0.00%
CUK ExitCARNIVAL PLCadr$0-21
-100.0%
0.00%
EVRG BuyEVERGY INC$2,000
+100.0%
31
+93.8%
0.00%
IUSV ExitISHARES TRcore s&p us vlu$0-10
-100.0%
0.00%
ESS  ESSEX PPTY TR INC$2,0000.0%80.0%0.00%
ERIE NewERIE INDTY COcl a$2,0007
+100.0%
0.00%
EQC NewEQUITY COMWLTH$1,00028
+100.0%
0.00%
EQH  EQUITABLE HLDGS INC$2,000
+100.0%
680.0%0.00%
USFD  US FOODS HLDG CORP$050.0%0.00%
EFX  EQUIFAX INC$3,000
+50.0%
150.0%0.00%
WIMI ExitWIMI HOLOGRAM CLOUD INCspon ads cl b$0-100
-100.0%
0.00%
UNM SellUNUM GROUP$1,0000.0%64
-17.9%
0.00%
MTN BuyVAIL RESORTS INC$3,000
+200.0%
12
+71.4%
0.00%
ENR NewENERGIZER HLDGS INC NEW$03
+100.0%
0.00%
ESRT SellEMPIRE ST RLTY TR INCcl a$3,0000.0%343
-16.3%
0.00%
KODK SellEASTMAN KODAK CO$3,000
-40.0%
334
-37.5%
0.00%
-100.0%
EGP NewEASTGROUP PPTYS INC$3,00019
+100.0%
0.00%
EQT  EQT CORP$1,0000.0%770.0%0.00%
EOG SellEOG RES INC$2,0000.0%43
-27.1%
0.00%
DT  DYNATRACE INC$090.0%0.00%
DNB NewDUN & BRADSTREET HLDGS INC$1,00029
+100.0%
0.00%
DEI SellDOUGLAS EMMETT INC$1,000
-50.0%
49
-29.0%
0.00%
DPZ SellDOMINOS PIZZA INC$2,000
-50.0%
6
-40.0%
0.00%
-100.0%
DISH SellDISH NETWORK CORPORATIONcl a$1,0000.0%19
-26.9%
0.00%
DLR  DIGITAL RLTY TR INC$3,0000.0%200.0%0.00%
DVN  DEVON ENERGY CORP NEW$2,000
+100.0%
1030.0%0.00%
X ExitUNITED STATES STL CORP NEW$0-43
-100.0%
0.00%
XRAY  DENTSPLY SIRONA INC$2,000
+100.0%
290.0%0.00%
DXC  DXC TECHNOLOGY CO$2,0000.0%850.0%0.00%
VEC NewVECTRUS INC$03
+100.0%
0.00%
VEEV  VEEVA SYS INC$1,0000.0%50.0%0.00%
VTR  VENTAS INC$2,0000.0%430.0%0.00%
HAUZ NewDBX ETF TRxtrack intl real$1,00029
+100.0%
0.00%
CW  CURTISS WRIGHT CORP$3,000
+50.0%
260.0%0.00%
CRWD BuyCROWDSTRIKE HLDGS INCcl a$3,000
+200.0%
14
+40.0%
0.00%
COTY NewCOTY INC$054
+100.0%
0.00%
GLW BuyCORNING INC$3,000
+200.0%
79
+276.2%
0.00%
ED BuyCONSOLIDATED EDISON INC$2,000
+100.0%
33
+94.1%
0.00%
CBSH SellCOMMERCE BANCSHARES INC$0
-100.0%
2
-94.9%
0.00%
RQI  COHEN & STEERS QUALITY INCOM$2,0000.0%1540.0%0.00%
CGNX SellCOGNEX CORP$1,0000.0%15
-25.0%
0.00%
CTXS  CITRIX SYS INC$2,0000.0%120.0%0.00%
CFG  CITIZENS FINL GROUP INC$2,000
+100.0%
500.0%0.00%
CINF  CINCINNATI FINL CORP$1,0000.0%150.0%0.00%
VER NewVEREIT INC$1,00038
+100.0%
0.00%
VRSN  VERISIGN INC$2,000
+100.0%
70.0%0.00%
XEC  CIMAREX ENERGY CO$2,000
+100.0%
420.0%0.00%
VRSK  VERISK ANALYTICS INC$2,000
+100.0%
80.0%0.00%
CIM  CHIMERA INVT CORP$1,0000.0%1290.0%0.00%
VIACA  VIACOMCBS INCcl a$1,0000.0%180.0%0.00%
BLNK ExitBLINK CHARGING CO$0-200
-100.0%
0.00%
LNG  CHENIERE ENERGY INC$3,000
+50.0%
430.0%0.00%
LUMN SellLUMEN TECHNOLOGIES INC$1,0000.0%61
-38.4%
0.00%
CNC  CENTENE CORP DEL$3,0000.0%560.0%0.00%
CTLT  CATALENT INC$2,000
+100.0%
170.0%0.00%
CG SellCARLYLE GROUP INC$1,0000.0%35
-30.0%
0.00%
VNO  VORNADO RLTY TRsh ben int$1,0000.0%360.0%0.00%
VOYA SellVOYA FINANCIAL INC$2,0000.0%35
-28.6%
0.00%
CRDF  CARDIFF ONCOLOGY INC$010.0%0.00%
COG NewCABOT OIL & GAS CORP$3,000186
+100.0%
0.00%
CBT  CABOT CORP$1,0000.0%260.0%0.00%
CNA  CNA FINL CORP$1,0000.0%190.0%0.00%
CBOE  CBOE GLOBAL MKTS INC$1,0000.0%90.0%0.00%
BMYRT SellBRISTOL-MYERS SQUIBB COright 99/99/9999$0110
-9.1%
0.00%
WAT  WATERS CORP$1,0000.0%60.0%0.00%
BDN SellBRANDYWINE RLTY TRsh ben int new$2,0000.0%144
-29.8%
0.00%
WELL  WELLTOWER INC$3,000
+50.0%
390.0%0.00%
FOLD ExitAMICUS THERAPEUTICS INC$0-2
-100.0%
0.00%
WDC BuyWESTERN DIGITAL CORP.$1,00018
+100.0%
0.00%
IJT ExitISHARES TRs&p sml 600 gwt$0-7
-100.0%
0.00%
WRK BuyWESTROCK CO$1,00021
+75.0%
0.00%
WY  WEYERHAEUSER CO MTN BE$1,0000.0%340.0%0.00%
BWA  BORGWARNER INC$1,0000.0%350.0%0.00%
BLUE  BLUEBIRD BIO INC$1,0000.0%220.0%0.00%
BK  BANK NEW YORK MELLON CORP$1,0000.0%220.0%0.00%
BOH  BANK HAWAII CORP$2,0000.0%310.0%0.00%
FIDU ExitFIDELITY COVINGTON TRUSTmsci indl indx$0-7
-100.0%
0.00%
BKR  BAKER HUGHES COMPANYcl a$1,0000.0%390.0%0.00%
BBL NewBHP GROUP PLCsponsored adr$3,00053
+100.0%
0.00%
AGR  AVANGRID INC$1,0000.0%250.0%0.00%
DGRW  WISDOMTREE TRus qtly div grt$060.0%0.00%
WDAY  WORKDAY INCcl a$3,000
+50.0%
110.0%0.00%
BIOC ExitBIOCEPT INC$0-100
-100.0%
0.00%
WPX  WPX ENERGY INC$1,0000.0%1070.0%0.00%
AEG ExitAEGON N V$0-257
-100.0%
0.00%
WH  WYNDHAM HOTELS & RESORTS INC$3,0000.0%570.0%0.00%
AVNS  AVANOS MED INC$1,0000.0%250.0%0.00%
XLNX NewXILINX INC$2,00015
+100.0%
0.00%
AVB  AVALONBAY CMNTYS INC$1,0000.0%40.0%0.00%
XRX NewXEROX HOLDINGS CORP$017
+100.0%
0.00%
AUY SellYAMANA GOLD INC$1,0000.0%100
-33.3%
0.00%
ATO  ATMOS ENERGY CORP$1,0000.0%130.0%0.00%
ARW  ARROW ELECTRS INC$3,000
+50.0%
260.0%0.00%
BRX ExitBRIXMOR PPTY GROUP INC$0-106
-100.0%
0.00%
AWI SellARMSTRONG WORLD INDS INC$1,0000.0%11
-31.2%
0.00%
ARR NewARMOUR RESIDENTIAL REIT INC$02
+100.0%
0.00%
ZION SellZIONS BANCORPORATION N A$2,0000.0%40
-41.2%
0.00%
ARMK  ARAMARK$2,000
+100.0%
480.0%0.00%
ZS NewZSCALER INC$1,0003
+100.0%
0.00%
AIRC NewAPARTMENT INCOME REIT CORP$1,00033
+100.0%
0.00%
AIV NewAPARTMENT INVT & MGMT COcl a$033
+100.0%
0.00%
DOX  AMDOCS LTD$2,0000.0%270.0%0.00%
AON  AON PLC$3,0000.0%160.0%0.00%
MYO ExitMYOMO INC$0-100
-100.0%
0.00%
AMH  AMERICAN HOMES 4 RENTcl a$2,0000.0%610.0%0.00%
ACC  AMERICAN CAMPUS CMNTYS INC$2,0000.0%440.0%0.00%
BPY  BROOKFIELD PROPERTY PARTRS Lunit ltd partn$0180.0%0.00%
AMX  AMERICA MOVIL SAB DE CV$1,0000.0%550.0%0.00%
RE BuyEVEREST RE GROUP LTD$3,000
+50.0%
13
+18.2%
0.00%
FRO NewFRONTLINE LTD$020
+100.0%
0.00%
USM ExitUNITED STATES CELLULAR CORP$0-20
-100.0%
0.00%
INFO  IHS MARKIT LTD$1,0000.0%160.0%0.00%
JCI SellJOHNSON CTLS INTL PLC$2,0000.0%37
-28.8%
0.00%
UHAL  AMERCO$1,0000.0%30.0%0.00%
MRVL  MARVELL TECHNOLOGY GROUP LTDord$3,0000.0%660.0%0.00%
AMRN  AMARIN CORP PLCspons adr new$2,000
+100.0%
3550.0%0.00%
APTV SellAPTIV PLC$3,000
+50.0%
20
-13.0%
0.00%
NVT NewNVENT ELECTRIC PLC$1,00026
+100.0%
0.00%
RNR SellRENAISSANCERE HLDGS LTD$2,000
-33.3%
15
-11.8%
0.00%
ATUS  ALTICE USA INCcl a$1,0000.0%320.0%0.00%
M ExitMACYS INC$0-100
-100.0%
0.00%
ALSN  ALLISON TRANSMISSION HLDGS I$1,0000.0%220.0%0.00%
VGACU NewVG ACQUISITION CORPunit 99/99/9999$1,000100
+100.0%
0.00%
FSTA ExitFIDELITY COVINGTON TRUSTconsmr staples$0-17
-100.0%
0.00%
ALXN  ALEXION PHARMACEUTICALS INC$2,0000.0%140.0%0.00%
GRMN  GARMIN LTD$1,0000.0%90.0%0.00%
SPOT  SPOTIFY TECHNOLOGY S A$3,000
+50.0%
80.0%0.00%
ALK BuyALASKA AIR GROUP INC$2,00042
+223.1%
0.00%
A  AGILENT TECHNOLOGIES INC$2,000
+100.0%
130.0%0.00%
NNOX  NANO X IMAGING LTD$0100.0%0.00%
ASX  ASE TECHNOLOGY HLDG CO LTDsponsored ads$3,000
+50.0%
5550.0%0.00%
AGNC  AGNC INVT CORP$1,0000.0%870.0%0.00%
MAXN  MAXEON SOLAR TECHNOLOGIES LT$1,000250.0%0.00%
NOK  NOKIA CORPsponsored adr$01000.0%0.00%
GLIBA ExitGCI LIBERTY INC$0-12
-100.0%
0.00%
DBI ExitDESIGNER BRANDS INCcl a$0-200
-100.0%
0.00%
LYV ExitLIVE NATION ENTERTAINMENT IN$0-4
-100.0%
0.00%
SMFG ExitSUMITOMO MITSUI FINL GROUP Isponsored adr$0-123
-100.0%
0.00%
NI ExitNISOURCE INC$0-15
-100.0%
0.00%
LUMO ExitLUMOS PHARMA INC$0-181
-100.0%
0.00%
CLVS ExitCLOVIS ONCOLOGY INC$0-100
-100.0%
0.00%
SINT ExitSINTX TECHNOLOGIES INC$0-500
-100.0%
0.00%
GEVO ExitGEVO INC$0-1,000
-100.0%
0.00%
BBY ExitBEST BUY INC$0-10
-100.0%
0.00%
NOV ExitNATIONAL OILWELL VARCO INC$0-65
-100.0%
0.00%
MJ ExitETF MANAGERS TRetfmg altr hrvst$0-13
-100.0%
0.00%
IEZ ExitISHARES TRus oil eq&sv etf$0-19
-100.0%
0.00%
OASPQ ExitOASIS PETROLEUM INC$0-1,000
-100.0%
0.00%
AGO ExitASSURED GUARANTY LTD$0-7
-100.0%
0.00%
NCLH ExitNORWEGIAN CRUISE LINE HLDG L$0-100
-100.0%
0.00%
SKM ExitSK TELECOM LTDsponsored adr$0-93
-100.0%
0.00%
AIMT ExitAIMMUNE THERAPEUTICS INC$0-4
-100.0%
0.00%
DGRO ExitISHARES TRcore div grwth$0-21
-100.0%
0.00%
VER ExitVEREIT INC$0-191
-100.0%
0.00%
JETS ExitETF SER SOLUTIONSus glb jets$0-62
-100.0%
0.00%
NBL ExitNOBLE ENERGY INC$0-46
-100.0%
0.00%
SEE ExitSEALED AIR CORP NEW$0-27
-100.0%
0.00%
CLF ExitCLEVELAND-CLIFFS INC NEW$0-10
-100.0%
0.00%
GIL ExitGILDAN ACTIVEWEAR INC$0-68
-100.0%
0.00%
LYFT ExitLYFT INC$0-15
-100.0%
0.00%
ICLN ExitISHARES TRgl clean ene etf$0-16
-100.0%
0.00%
FENY ExitFIDELITY COVINGTON TRUSTmsci energy idx$0-18
-100.0%
0.00%
SBLK ExitSTAR BULK CARRIERS CORP.$0-1
-100.0%
0.00%
CPA ExitCOPA HOLDINGS SAcl a$0-7
-100.0%
0.00%
BLOK ExitAMPLIFY ETF TRblockchain ldr$0-3
-100.0%
0.00%
RHI  ROBERT HALF INTL INC$2,0000.0%300.0%0.00%
ROK NewROCKWELL AUTOMATION INC$1,0004
+100.0%
0.00%
RAD  RITE AID CORP$0100.0%0.00%
ROL BuyROLLINS INC$1,0000.0%31
+47.6%
0.00%
REG  REGENCY CTRS CORP$1,0000.0%300.0%0.00%
RETA NewREATA PHARMACEUTICALS INCcl a$1,0005
+100.0%
0.00%
RY  ROYAL BK CDA$3,0000.0%420.0%0.00%
RDSB SellROYAL DUTCH SHELL PLCspon adr b$0
-100.0%
10
-83.6%
0.00%
RJF  RAYMOND JAMES FINL INC$2,0000.0%220.0%0.00%
RGLD NewROYAL GOLD INC$1,0007
+100.0%
0.00%
FDRR ExitFIDELITY COVINGTON TRUSTdivid etf risi$0-33
-100.0%
0.00%
RL SellRALPH LAUREN CORPcl a$1,0000.0%6
-53.8%
0.00%
SLG  SL GREEN RLTY CORP$1,0000.0%140.0%0.00%
ADT  ADT INC DEL$040.0%0.00%
BETZ ExitLISTED FD TRroundhill sports$0-220
-100.0%
-0.00%
FLR ExitFLUOR CORP NEW$0-1,000
-100.0%
-0.00%
DEM ExitWISDOMTREE TRemer mkt high fd$0-124
-100.0%
-0.00%
ETFC ExitE TRADE FINANCIAL CORP$0-86
-100.0%
-0.00%
ELMD ExitELECTROMED INC$0-404
-100.0%
-0.00%
DPG ExitDUFF & PHELPS UTLITY AND INF$0-460
-100.0%
-0.00%
RKT ExitROCKET COS INC$0-300
-100.0%
-0.00%
SPCE ExitVIRGIN GALACTIC HOLDINGS INC$0-600
-100.0%
-0.00%
DGLY ExitDIGITAL ALLY INC$0-5,000
-100.0%
-0.00%
ACM ExitAECOM$0-285
-100.0%
-0.00%
GNRC ExitGENERAC HLDGS INC$0-50
-100.0%
-0.00%
BLCN ExitREALITY SHS ETF TRnsd nxgn eco etf$0-400
-100.0%
-0.00%
EQX ExitEQUINOX GOLD CORP$0-1,140
-100.0%
-0.00%
SVM ExitSILVERCORP METALS INC$0-3,000
-100.0%
-0.00%
VIV ExitTELEFONICA BRASIL SAsponsored adr$0-2,430
-100.0%
-0.00%
IRET ExitINVESTORS REAL ESTATE TRsh ben int$0-370
-100.0%
-0.00%
USO ExitUNITED STS OIL FD LPunits$0-1,032
-100.0%
-0.01%
BSCK ExitINVESCO EXCH TRD SLF IDX FD$0-1,637
-100.0%
-0.01%
SGEN ExitSEATTLE GENETICS INC$0-244
-100.0%
-0.01%
SPYV ExitSPDR SER TRprtflo s&p500 vl$0-1,693
-100.0%
-0.01%
LAC ExitLITHIUM AMERS CORP NEW$0-5,000
-100.0%
-0.01%
OEF ExitISHARES TRs&p 100 etf$0-587
-100.0%
-0.01%
JPST ExitJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$0-1,850
-100.0%
-0.02%
BHK ExitBLACKROCK CORE BD TR$0-25,088
-100.0%
-0.06%
IBDL ExitISHARES TRibonds dec20 etf$0-24,423
-100.0%
-0.10%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-04
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR30Q2 202310.0%
SCHWAB STRATEGIC TR30Q2 20237.8%
SCHWAB STRATEGIC TR30Q2 20234.2%
VANGUARD SPECIALIZED PORTFOL30Q2 20234.3%
SCHWAB STRATEGIC TR30Q2 20234.0%
SCHWAB STRATEGIC TR30Q2 20233.3%
APPLE INC30Q2 20232.7%
SCHWAB STRATEGIC TR30Q2 20233.2%
WELLS FARGO CO NEW30Q2 20231.9%
SCHWAB STRATEGIC TR30Q2 20233.3%

View BerganKDV Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-07-24
13F-HR2023-04-27
13F-HR2023-01-31
13F-HR2022-10-24
13F-HR2022-07-13
13F-HR2022-05-09
13F-HR2022-01-28
13F-HR2021-11-12
13F-HR2021-08-10
13F-HR2021-05-11

View BerganKDV Wealth Management, LLC's complete filings history.

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