$2.18 Billion is the total value of Wealthcare Advisory Partners LLC's 697 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $128,708,314 | -4.2% | 2,560,850 | -0.7% | 5.91% | -1.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $110,473,397 | -5.2% | 2,104,656 | -1.7% | 5.07% | -2.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $87,541,535 | -7.0% | 412,135 | -3.6% | 4.02% | -4.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $65,169,516 | +8.0% | 672,405 | +8.8% | 2.99% | +10.9% |
| VOO | Sell | VANGUARD INDEX FDS | $44,732,630 | -6.2% | 113,910 | -2.7% | 2.05% | -3.7% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $41,881,086 | +0.9% | 457,267 | +6.5% | 1.92% | +3.6% |
| MUB | Sell | ISHARES TRnational mun etf | $41,404,354 | -5.7% | 403,787 | -1.9% | 1.90% | -3.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $41,235,151 | +10.3% | 1,694,131 | +15.0% | 1.89% | +13.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $37,297,010 | +0.7% | 738,701 | +4.6% | 1.71% | +3.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $36,058,257 | +3.9% | 84,351 | +7.7% | 1.66% | +6.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $35,111,035 | -4.6% | 951,519 | +0.4% | 1.61% | -2.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $27,155,075 | +11.4% | 383,763 | +14.3% | 1.25% | +14.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $25,929,535 | -4.4% | 499,895 | +0.3% | 1.19% | -1.8% |
| AAPL | Buy | APPLE INC | $25,493,512 | -11.0% | 148,902 | +0.9% | 1.17% | -8.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $25,015,957 | +10.4% | 69,824 | +13.8% | 1.15% | +13.4% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $24,180,099 | +9.4% | 555,099 | +14.0% | 1.11% | +12.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $23,713,686 | -2.2% | 542,399 | +3.4% | 1.09% | +0.5% |
| NTSX | Buy | WISDOMTREE TRus efficient cor | $23,570,293 | -2.6% | 674,207 | +3.3% | 1.08% | +0.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $22,922,154 | -0.9% | 53,378 | +2.8% | 1.05% | +1.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $22,526,727 | -34.5% | 278,211 | -34.4% | 1.04% | -32.7% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $22,491,964 | +2.3% | 513,632 | +7.2% | 1.03% | +5.0% |
| MSFT | Buy | MICROSOFT CORP | $20,689,369 | -6.1% | 65,525 | +1.3% | 0.95% | -3.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $20,261,199 | -1.5% | 653,376 | +3.4% | 0.93% | +1.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $18,649,176 | -15.5% | 198,311 | -11.9% | 0.86% | -13.3% |
| FTSD | Buy | FRANKLIN ETF TRshrt dur us govt | $18,636,162 | +12.1% | 208,727 | +12.3% | 0.86% | +15.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $18,533,145 | -7.2% | 244,953 | +2.5% | 0.85% | -4.7% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $17,799,968 | +3.9% | 510,028 | +5.3% | 0.82% | +6.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $17,618,625 | +8.6% | 186,776 | +14.8% | 0.81% | +11.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $17,375,993 | -4.2% | 375,860 | -2.5% | 0.80% | -1.6% |
| NVDA | Buy | NVIDIA CORPORATION | $17,118,924 | +4.2% | 39,355 | +1.3% | 0.79% | +6.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $16,790,173 | -9.7% | 67,336 | -5.3% | 0.77% | -7.3% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $16,701,913 | +3.8% | 337,890 | +0.5% | 0.77% | +6.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $16,379,350 | +4.0% | 323,703 | +7.7% | 0.75% | +6.8% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $16,204,136 | -15.1% | 159,804 | -13.1% | 0.74% | -12.9% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $15,902,847 | -3.0% | 103,379 | +0.0% | 0.73% | -0.4% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,879,980 | -10.3% | 102,201 | -6.2% | 0.73% | -7.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $14,812,777 | +15.1% | 294,372 | +15.1% | 0.68% | +18.1% | |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $14,385,673 | -7.8% | 549,072 | -4.4% | 0.66% | -5.3% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $14,345,501 | -4.0% | 454,115 | -5.2% | 0.66% | -1.3% |
| Buy | CAPITAL GROUP GROWTH ETF | $14,258,917 | +204.1% | 581,997 | +213.1% | 0.66% | +211.9% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $14,049,830 | -0.4% | 248,802 | +4.0% | 0.64% | +2.2% |
| XT | Buy | ISHARES TRexponential tech | $13,205,310 | +24.2% | 252,927 | +32.3% | 0.61% | +27.6% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $12,824,433 | +9.8% | 610,978 | +10.1% | 0.59% | +12.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $12,749,282 | +0.3% | 123,396 | +2.9% | 0.59% | +3.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $11,647,633 | +24.9% | 127,659 | +24.3% | 0.54% | +28.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $11,519,839 | -10.9% | 73,964 | -5.3% | 0.53% | -8.5% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $11,111,296 | -6.2% | 297,173 | +0.5% | 0.51% | -3.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $9,798,624 | +10.0% | 204,864 | +12.4% | 0.45% | +12.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $9,720,089 | -4.5% | 73,754 | -2.2% | 0.45% | -2.0% |
| KMLM | Buy | KRANESHARES TRkfa mount lucas | $9,573,756 | +27.3% | 293,944 | +19.1% | 0.44% | +31.0% |
| XOM | Sell | EXXON MOBIL CORP | $9,406,642 | +7.0% | 80,002 | -2.4% | 0.43% | +9.9% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $9,353,865 | +4.6% | 345,671 | +7.3% | 0.43% | +7.5% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $9,332,188 | +119.7% | 123,051 | +131.1% | 0.43% | +125.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $8,255,272 | -1.3% | 59,851 | +1.7% | 0.38% | +1.3% |
| HD | Buy | HOME DEPOT INC | $7,817,267 | +5.2% | 25,871 | +8.2% | 0.36% | +8.1% |
| FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $7,812,854 | – | 203,724 | +100.0% | 0.36% | – |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $7,784,857 | +1.3% | 231,899 | +3.8% | 0.36% | +4.1% |
| AMZN | Buy | AMAZON COM INC | $7,573,301 | +1.9% | 59,576 | +4.5% | 0.35% | +4.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,549,850 | +5.1% | 192,549 | +9.0% | 0.35% | +8.1% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $7,424,247 | +3.6% | 111,375 | +7.6% | 0.34% | +6.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $7,094,429 | -13.8% | 45,515 | -0.9% | 0.33% | -11.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $7,016,810 | +6.3% | 131,008 | +9.8% | 0.32% | +9.2% |
| BALT | Sell | INNOVATOR ETFS TRdefined wlt shld | $6,970,827 | -1.1% | 250,749 | -0.8% | 0.32% | +1.6% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $6,778,391 | -1.4% | 167,616 | -2.3% | 0.31% | +1.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $6,505,187 | -8.0% | 31,239 | -2.7% | 0.30% | -5.4% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $6,429,187 | +34.3% | 167,908 | +617.1% | 0.30% | +37.9% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $6,286,099 | -23.1% | 85,794 | -19.2% | 0.29% | -21.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $6,302,128 | -11.2% | 109,412 | -11.0% | 0.29% | -8.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $6,205,533 | -1.1% | 42,791 | -0.8% | 0.28% | +1.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $6,168,409 | -4.8% | 47,101 | +0.6% | 0.28% | -2.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,941,088 | +2.6% | 16,960 | -0.2% | 0.27% | +5.4% |
| COM | Buy | DIREXION SHS ETF TRauspce cmd stg | $5,920,570 | +1.1% | 199,413 | +0.2% | 0.27% | +3.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $5,651,321 | +77.6% | 62,522 | +59.5% | 0.26% | +83.1% |
| FLQL | Buy | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $5,561,648 | -2.2% | 129,130 | +1.7% | 0.26% | +0.4% |
| IDV | Sell | ISHARES TRintl sel div etf | $5,374,257 | -24.6% | 211,585 | -21.9% | 0.25% | -22.6% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $5,208,126 | +14.7% | 50,633 | +16.0% | 0.24% | +17.7% |
| EFV | Sell | ISHARES TReafe value etf | $5,163,382 | -26.8% | 105,526 | -26.8% | 0.24% | -24.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,084,173 | +1.5% | 38,852 | -7.1% | 0.23% | +4.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $5,027,480 | -6.4% | 30,668 | -0.8% | 0.23% | -3.8% |
| RZV | Sell | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $5,006,026 | -22.6% | 54,959 | -20.5% | 0.23% | -20.4% |
| ABBV | Sell | ABBVIE INC | $4,969,516 | +9.6% | 33,339 | -1.0% | 0.23% | +12.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $4,958,819 | +8.4% | 54,006 | +8.4% | 0.23% | +11.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,884,235 | +1.4% | 103,304 | +1.7% | 0.22% | +3.7% |
| Buy | J P MORGAN EXCHANGE TRADED F | $4,833,512 | +3.5% | 108,863 | +5.3% | 0.22% | +6.2% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,821,080 | +7.2% | 51,739 | +11.6% | 0.22% | +10.0% |
| MRK | Sell | MERCK & CO INC | $4,780,207 | -15.6% | 46,432 | -5.4% | 0.22% | -13.0% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $4,681,784 | -0.7% | 155,904 | +3.6% | 0.22% | +1.9% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $4,640,722 | -1.6% | 106,195 | +3.9% | 0.21% | +0.9% |
| TFC | Buy | TRUIST FINL CORP | $4,617,021 | -4.1% | 161,378 | +1.8% | 0.21% | -1.4% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $4,265,179 | -19.0% | 52,391 | -16.3% | 0.20% | -16.9% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $4,276,356 | -10.1% | 103,644 | -5.9% | 0.20% | -8.0% |
| Buy | APOLLO GLOBAL MGMT INC | $4,247,892 | +21.1% | 47,325 | +3.6% | 0.20% | +24.2% | |
| PG | Sell | PROCTER AND GAMBLE CO | $4,087,704 | -3.9% | 28,025 | -0.1% | 0.19% | -1.1% |
| Buy | WISDOMTREE TRefficient gld pl | $3,968,360 | -7.2% | 171,786 | +0.4% | 0.18% | -4.7% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,957,365 | -20.6% | 16,846 | -17.7% | 0.18% | -18.4% |
| Buy | CAPITAL GROUP CORE EQUITY ET | $3,943,652 | +253.1% | 157,055 | +261.1% | 0.18% | +262.0% | |
| WCN | Buy | WASTE CONNECTIONS INC | $3,923,843 | -6.0% | 29,217 | +0.0% | 0.18% | -3.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,920,981 | -2.6% | 14,399 | +1.2% | 0.18% | 0.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,878,111 | +9.1% | 57,301 | +14.5% | 0.18% | +11.9% |
| CVX | Sell | CHEVRON CORP NEW | $3,839,168 | +4.6% | 22,768 | -2.4% | 0.18% | +7.3% |
| WMT | Sell | WALMART INC | $3,730,666 | +0.6% | 23,327 | -1.2% | 0.17% | +3.0% |
| DTH | Buy | WISDOMTREE TRitl high div fd | $3,595,773 | +4.5% | 99,344 | +6.6% | 0.16% | +7.1% |
| QWLD | Sell | SPDR INDEX SHS FDSmsci wrld strgic | $3,582,653 | -7.2% | 35,358 | -4.6% | 0.16% | -4.6% |
| QEFA | Sell | SPDR INDEX SHS FDSmsci eafe strtgc | $3,563,484 | -53.2% | 53,155 | -51.2% | 0.16% | -51.8% |
| ORCL | Sell | ORACLE CORP | $3,547,663 | -12.9% | 33,494 | -2.0% | 0.16% | -10.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,538,133 | -8.2% | 20,019 | -2.7% | 0.16% | -5.8% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $3,480,653 | -5.6% | 141,260 | +0.2% | 0.16% | -3.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $3,452,356 | -11.5% | 8,442 | -0.4% | 0.16% | -9.1% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $3,446,816 | -2.6% | 122,228 | -0.6% | 0.16% | 0.0% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $3,354,407 | +1.3% | 66,648 | +0.4% | 0.15% | +4.1% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,314,259 | +6.0% | 42,518 | +5.6% | 0.15% | +8.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,221,841 | +24.4% | 64,206 | +24.3% | 0.15% | +27.6% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $3,211,621 | +1.4% | 51,892 | +3.6% | 0.15% | +3.5% |
| LVHD | Sell | LEGG MASON ETF INVTfranklin us low | $3,181,406 | -8.7% | 93,902 | -1.1% | 0.15% | -6.4% |
| LLY | Buy | ELI LILLY & CO | $3,102,112 | +17.7% | 5,775 | +2.7% | 0.14% | +20.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,067,661 | -8.3% | 7,394 | -2.3% | 0.14% | -6.0% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $3,077,094 | +1.9% | 73,386 | +1.7% | 0.14% | +4.4% |
| NTSI | Buy | WISDOMTREE TRinternationl efi | $3,049,027 | -0.7% | 95,459 | +7.1% | 0.14% | +2.2% |
| SO | Buy | SOUTHERN CO | $3,049,919 | -3.9% | 47,125 | +4.3% | 0.14% | -1.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,030,994 | -16.3% | 60,802 | -13.2% | 0.14% | -14.2% |
| AMGN | Buy | AMGEN INC | $3,035,470 | +26.9% | 11,294 | +4.9% | 0.14% | +29.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,009,585 | +6.7% | 72,660 | +12.8% | 0.14% | +9.5% |
| IXUS | Sell | ISHARES TRcore msci total | $2,995,978 | -8.1% | 49,941 | -4.1% | 0.14% | -5.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,997,979 | -2.9% | 11,271 | +0.5% | 0.14% | 0.0% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $3,008,630 | -5.6% | 81,737 | -2.4% | 0.14% | -3.5% |
| BA | Sell | BOEING CO | $2,974,053 | -11.3% | 15,516 | -2.2% | 0.14% | -8.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,993,127 | +14.4% | 22,701 | +4.9% | 0.14% | +17.1% |
| TSLA | Sell | TESLA INC | $2,972,614 | -6.3% | 11,880 | -2.0% | 0.14% | -3.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,971,056 | -5.8% | 43,109 | -0.9% | 0.14% | -3.5% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $2,961,993 | -11.3% | 177,471 | -10.5% | 0.14% | -8.7% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $2,970,467 | +0.1% | 60,535 | +4.8% | 0.14% | +2.3% |
| FB | Buy | META PLATFORMS INCcl a | $2,948,963 | +5.2% | 9,823 | +0.6% | 0.14% | +8.0% |
| PEP | Sell | PEPSICO INC | $2,944,615 | -9.2% | 17,379 | -0.7% | 0.14% | -6.9% |
| GNT | Sell | GAMCO NAT RES GOLD & INCOMEsh ben int | $2,892,038 | -1.7% | 585,433 | -0.1% | 0.13% | +0.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,839,228 | -9.8% | 15,017 | -5.1% | 0.13% | -7.8% |
| DON | Buy | WISDOMTREE TRus midcap divid | $2,772,797 | -1.3% | 67,695 | +1.3% | 0.13% | +0.8% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $2,742,171 | -6.8% | 28,917 | -4.1% | 0.13% | -4.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,741,639 | -4.1% | 18,058 | -0.3% | 0.13% | -1.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,724,368 | -7.0% | 5,966 | -2.5% | 0.12% | -4.6% |
| IRBO | Buy | ISHARES TRrobotics artif | $2,709,108 | -6.4% | 88,707 | +1.3% | 0.12% | -3.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,706,502 | -11.9% | 46,632 | -2.9% | 0.12% | -9.5% |
| PAYX | Sell | PAYCHEX INC | $2,680,120 | +0.6% | 23,239 | -2.4% | 0.12% | +3.4% |
| ADBE | Sell | ADOBE INC | $2,673,406 | +2.8% | 5,243 | -1.4% | 0.12% | +6.0% |
| URI | Sell | UNITED RENTALS INC | $2,626,805 | -0.3% | 5,909 | -0.2% | 0.12% | +2.5% |
| V | Sell | VISA INC | $2,586,991 | -4.8% | 11,247 | -1.7% | 0.12% | -1.7% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $2,572,612 | +30.7% | 32,923 | +33.8% | 0.12% | +34.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,535,059 | -11.3% | 39,395 | -6.9% | 0.12% | -9.4% |
| TJX | Buy | TJX COS INC NEW | $2,508,478 | +5.0% | 28,223 | +0.1% | 0.12% | +7.5% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $2,484,907 | -4.2% | 14,404 | +1.1% | 0.11% | -1.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,465,998 | -42.4% | 76,088 | -33.9% | 0.11% | -41.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,446,279 | -3.9% | 32,552 | -3.3% | 0.11% | -1.8% |
| CAT | Buy | CATERPILLAR INC | $2,429,955 | +13.7% | 8,901 | +2.5% | 0.11% | +16.7% |
| DIS | Sell | DISNEY WALT CO | $2,379,819 | -18.5% | 29,362 | -10.2% | 0.11% | -16.8% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,276,081 | +29.2% | 33,266 | +33.1% | 0.10% | +32.9% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $2,291,615 | -7.5% | 36,094 | -2.9% | 0.10% | -5.4% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $2,231,480 | +6.9% | 132,747 | +12.4% | 0.10% | +9.7% |
| WM | Sell | WASTE MGMT INC DEL | $2,227,450 | -12.2% | 14,612 | -0.1% | 0.10% | -9.7% |
| MCD | Buy | MCDONALDS CORP | $2,223,416 | -11.0% | 8,440 | +0.8% | 0.10% | -8.9% |
| PSK | Sell | SPDR SER TRice pfd sec etf | $2,190,312 | -6.7% | 67,477 | -3.8% | 0.10% | -3.8% |
| CSCO | Sell | CISCO SYS INC | $2,168,167 | -2.4% | 40,330 | -6.1% | 0.10% | +1.0% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $2,179,705 | -2.1% | 287,560 | +0.6% | 0.10% | 0.0% |
| COP | Sell | CONOCOPHILLIPS | $2,179,577 | +1.5% | 18,193 | -12.2% | 0.10% | +4.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,175,115 | -2.2% | 36,692 | +0.6% | 0.10% | 0.0% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,128,400 | +6.1% | 46,320 | +8.7% | 0.10% | +8.9% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $2,144,455 | -29.3% | 25,915 | -24.3% | 0.10% | -27.9% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $2,119,524 | -5.5% | 32,678 | +0.2% | 0.10% | -3.0% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,101,798 | -0.8% | 44,492 | +0.1% | 0.10% | +2.1% |
| Sell | WORLD GOLD TRspdr gld minis | $2,105,640 | -47.6% | 57,437 | -45.5% | 0.10% | -46.1% | |
| KOMP | Sell | SPDR SER TRs&p kensho new | $2,074,982 | -15.8% | 52,392 | -5.1% | 0.10% | -13.6% |
| ET | Buy | ENERGY TRANSFER L P | $2,073,237 | +15.2% | 147,772 | +4.3% | 0.10% | +18.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,029,894 | -14.8% | 21,551 | -11.4% | 0.09% | -12.3% |
| IGV | ISHARES TRexpanded tech | $2,027,767 | -1.3% | 5,942 | 0.0% | 0.09% | +1.1% | |
| TTD | Sell | THE TRADE DESK INC | $2,001,187 | +0.1% | 25,607 | -1.1% | 0.09% | +3.4% |
| NOW | Buy | SERVICENOW INC | $2,011,697 | +28.9% | 3,599 | +29.6% | 0.09% | +31.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,002,916 | +3.4% | 14,136 | +9.2% | 0.09% | +5.7% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,974,783 | -13.4% | 33,234 | -13.4% | 0.09% | -10.8% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,977,336 | +3.0% | 26,855 | +5.0% | 0.09% | +5.8% |
| AVGO | Buy | BROADCOM INC | $1,932,434 | +14.0% | 2,327 | +19.0% | 0.09% | +17.1% |
| SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $1,927,867 | -5.5% | 89,171 | -2.5% | 0.09% | -2.2% |
| DVY | Buy | ISHARES TRselect divid etf | $1,914,387 | +0.5% | 17,785 | +5.8% | 0.09% | +3.5% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,905,741 | +130.0% | 23,662 | +130.5% | 0.09% | +137.8% |
| PFE | Sell | PFIZER INC | $1,878,672 | -18.7% | 56,638 | -10.1% | 0.09% | -16.5% |
| EMR | Sell | EMERSON ELEC CO | $1,823,914 | +4.3% | 18,887 | -2.4% | 0.08% | +7.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,808,091 | -0.3% | 12,887 | -4.9% | 0.08% | +2.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,817,736 | -8.6% | 7,893 | -0.8% | 0.08% | -6.7% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,800,941 | -2.5% | 35,990 | -1.7% | 0.08% | 0.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,804,417 | -4.3% | 14,016 | -1.3% | 0.08% | -1.2% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $1,784,866 | -11.4% | 58,272 | +0.1% | 0.08% | -8.9% |
| QCOM | Buy | QUALCOMM INC | $1,788,896 | -6.3% | 16,107 | +0.5% | 0.08% | -3.5% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,764,031 | -7.5% | 7,503 | -3.6% | 0.08% | -4.7% |
| TIP | Sell | ISHARES TRtips bd etf | $1,753,432 | -19.6% | 16,905 | -16.6% | 0.08% | -17.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,735,736 | -5.7% | 12,805 | -2.1% | 0.08% | -2.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,742,826 | -2.0% | 4,402 | -2.6% | 0.08% | +1.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,726,192 | +36.5% | 24,738 | +42.1% | 0.08% | +38.6% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,705,600 | +0.0% | 8,963 | -1.1% | 0.08% | +2.6% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $1,691,220 | -5.8% | 114,349 | +1.3% | 0.08% | -2.5% |
| BX | Buy | BLACKSTONE INC | $1,668,994 | +15.6% | 15,578 | +0.3% | 0.08% | +18.5% |
| CALF | Buy | PACER FDS TRpacer us small | $1,651,791 | +3.1% | 39,611 | +0.6% | 0.08% | +5.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,658,817 | +5.9% | 37,411 | -0.7% | 0.08% | +8.6% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,622,528 | +7.6% | 113,305 | +12.1% | 0.08% | +11.9% |
| ESML | Sell | ISHARES TResg aware msci | $1,629,021 | -11.8% | 48,411 | -6.9% | 0.08% | -9.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,635,652 | +6.7% | 3,244 | +1.7% | 0.08% | +8.7% |
| ASET | Sell | FLEXSHARES TRreal asst idx | $1,637,581 | -12.8% | 57,626 | -8.3% | 0.08% | -10.7% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,608,090 | +14.1% | 51,132 | +16.5% | 0.07% | +17.5% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,603,539 | +0.6% | 13,431 | +4.2% | 0.07% | +4.2% |
| KO | Sell | COCA COLA CO | $1,608,807 | -13.4% | 28,739 | -6.8% | 0.07% | -10.8% |
| GPC | Buy | GENUINE PARTS CO | $1,590,112 | -14.6% | 11,013 | +0.1% | 0.07% | -12.0% |
| WPC | Buy | WP CAREY INC | $1,595,924 | -17.1% | 29,510 | +3.5% | 0.07% | -15.1% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,572,463 | -5.6% | 8,078 | -2.3% | 0.07% | -4.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,563,375 | -7.6% | 22,843 | -4.4% | 0.07% | -5.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,554,142 | +11.8% | 51,547 | +14.7% | 0.07% | +14.5% |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,548,282 | – | 63,221 | +100.0% | 0.07% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,547,040 | -10.3% | 6,430 | -18.0% | 0.07% | -7.8% |
| UBSI | Buy | UNITED BANKSHARES INC WEST V | $1,543,585 | +2.3% | 55,947 | +10.0% | 0.07% | +4.4% |
| Sell | CION INVT CORP | $1,524,978 | -2.0% | 144,274 | -3.7% | 0.07% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $1,495,696 | +17.0% | 5,278 | +23.7% | 0.07% | +21.1% |
| BAC | Buy | BANK AMERICA CORP | $1,509,104 | -3.7% | 55,117 | +0.9% | 0.07% | -1.4% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,464,918 | -17.0% | 29,576 | -13.6% | 0.07% | -15.2% |
| ABT | Sell | ABBOTT LABS | $1,436,203 | -14.7% | 14,829 | -4.0% | 0.07% | -12.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,413,661 | +0.7% | 2,502 | -4.1% | 0.06% | +3.2% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,414,490 | +0.8% | 31,136 | +0.8% | 0.06% | +3.2% |
| LOW | Buy | LOWES COS INC | $1,412,469 | -5.8% | 6,796 | +2.3% | 0.06% | -3.0% |
| NKE | Sell | NIKE INCcl b | $1,412,255 | -14.4% | 14,769 | -1.2% | 0.06% | -12.2% |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $1,388,861 | -4.7% | 13,796 | -4.8% | 0.06% | -1.5% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $1,401,597 | +3.7% | 55,421 | +3.6% | 0.06% | +6.7% |
| CRM | Sell | SALESFORCE INC | $1,387,115 | -4.3% | 6,840 | -0.2% | 0.06% | -1.5% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $1,372,915 | +24.9% | 25,816 | +32.4% | 0.06% | +28.6% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,367,517 | +30.8% | 27,106 | +31.4% | 0.06% | +34.0% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,362,564 | -20.2% | 28,328 | -16.7% | 0.06% | -17.1% |
| EDOW | New | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $1,374,774 | – | 47,357 | +100.0% | 0.06% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,346,251 | -4.7% | 15,203 | +1.4% | 0.06% | -1.6% |
| STT | Buy | STATE STR CORP | $1,342,053 | -8.4% | 20,043 | +0.1% | 0.06% | -6.1% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $1,339,854 | +15.7% | 77,899 | +19.9% | 0.06% | +19.2% |
| IBB | Buy | ISHARES TRishares biotech | $1,360,852 | +1.2% | 11,128 | +5.1% | 0.06% | +3.3% |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100 etf | $1,314,188 | -11.9% | 42,041 | -7.3% | 0.06% | -10.4% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,298,840 | -9.7% | 11,478 | -8.1% | 0.06% | -6.2% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $1,304,504 | -16.9% | 44,767 | -13.0% | 0.06% | -14.3% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $1,275,636 | -1.5% | 13,783 | -1.1% | 0.06% | +1.7% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,283,060 | +0.1% | 33,809 | +4.3% | 0.06% | +3.5% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,271,400 | -5.1% | 4,720 | -0.2% | 0.06% | -3.3% |
| DE | Sell | DEERE & CO | $1,258,780 | -7.2% | 3,336 | -0.4% | 0.06% | -4.9% |
| PSI | Buy | INVESCO EXCHANGE TRADED FD Tsemiconductors | $1,214,736 | +24.1% | 28,382 | +296.7% | 0.06% | +27.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,225,880 | +4.3% | 16,134 | +8.4% | 0.06% | +5.7% |
| ICOW | Buy | PACER FDS TRdeveloped mrkt | $1,206,021 | +4.8% | 40,376 | +4.3% | 0.06% | +7.8% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,194,545 | -3.6% | 5,265 | +0.0% | 0.06% | 0.0% |
| INTC | Buy | INTEL CORP | $1,197,416 | +10.1% | 33,683 | +3.6% | 0.06% | +12.2% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,194,768 | -16.4% | 11,620 | -7.3% | 0.06% | -14.1% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,202,036 | -6.9% | 15,063 | -1.4% | 0.06% | -5.2% |
| GLD | Sell | SPDR GOLD TR | $1,174,432 | -18.4% | 6,850 | -15.1% | 0.05% | -15.6% |
| PVI | Sell | INVESCO EXCH TRADED FD TR IIfloating rate mu | $1,177,970 | -19.1% | 47,432 | -18.9% | 0.05% | -16.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,184,822 | +1.2% | 7,429 | +4.9% | 0.05% | +3.8% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $1,174,821 | +217.1% | 16,036 | +225.4% | 0.05% | +217.6% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $1,170,386 | -36.8% | 25,616 | -35.9% | 0.05% | -34.9% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $1,184,370 | -3.4% | 29,639 | -0.2% | 0.05% | -1.8% |
| MTB | Sell | M & T BK CORP | $1,178,050 | -8.1% | 9,316 | -10.1% | 0.05% | -5.3% |
| IWO | ISHARES TRrus 2000 grw etf | $1,152,040 | -7.6% | 5,140 | 0.0% | 0.05% | -5.4% | |
| RTX | Buy | RTX CORPORATION | $1,144,421 | +4.5% | 15,901 | +42.2% | 0.05% | +8.2% |
| PTF | New | INVESCO EXCHANGE TRADED FD Tdorsey wrgt tech | $1,129,549 | – | 25,573 | +100.0% | 0.05% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,135,839 | -13.8% | 3,886 | +0.8% | 0.05% | -11.9% |
| NEE | Buy | NEXTERA ENERGY INC | $1,095,997 | -14.0% | 19,131 | +11.4% | 0.05% | -12.3% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,093,952 | -8.8% | 22,011 | -8.9% | 0.05% | -7.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,084,253 | -2.2% | 3,118 | -1.0% | 0.05% | 0.0% |
| PEO | Buy | ADAM NAT RES FD INC | $1,092,147 | +11.1% | 47,238 | +0.0% | 0.05% | +13.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,086,107 | -2.4% | 15,006 | +0.3% | 0.05% | 0.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +2.6% | 2 | 0.0% | 0.05% | +6.5% | |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $1,039,184 | +13.2% | 19,431 | +11.1% | 0.05% | +17.1% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,045,946 | -13.4% | 7,200 | -12.2% | 0.05% | -11.1% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,035,005 | -1.3% | 2,185 | +5.7% | 0.05% | +2.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,035,417 | +33.1% | 14,238 | +37.2% | 0.05% | +37.1% |
| EWRE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $1,019,573 | -72.0% | 35,625 | -69.4% | 0.05% | -71.2% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $1,014,129 | +44.4% | 43,432 | +50.1% | 0.05% | +51.6% | |
| GILD | Sell | GILEAD SCIENCES INC | $1,020,539 | -9.3% | 13,618 | -6.7% | 0.05% | -6.0% |
| Sell | GENERAL ELECTRIC CO | $1,026,754 | -10.1% | 9,288 | -10.7% | 0.05% | -7.8% | |
| NTSE | Buy | WISDOMTREE TRemerging markets | $1,005,524 | +1.0% | 39,021 | +9.3% | 0.05% | +2.2% |
| USB | Sell | US BANCORP DEL | $1,000,415 | -2.4% | 30,261 | -2.4% | 0.05% | 0.0% |
| DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $995,765 | +4.7% | 84,963 | +6.4% | 0.05% | +7.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $993,389 | -3.5% | 14,314 | +1.4% | 0.05% | 0.0% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $991,290 | -4.4% | 10,203 | +6.5% | 0.05% | 0.0% |
| MOO | Sell | VANECK ETF TRUSTagribusiness etf | $1,006,134 | -9.4% | 12,784 | -5.9% | 0.05% | -8.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,004,794 | -19.6% | 56,608 | -11.6% | 0.05% | -17.9% |
| SCHW | Sell | SCHWAB CHARLES CORP | $992,296 | -10.0% | 18,075 | -7.1% | 0.05% | -6.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $998,542 | +1.4% | 6,491 | +6.3% | 0.05% | +4.5% |
| SHV | Sell | ISHARES TRshort treas bd | $998,610 | -0.1% | 9,040 | -0.1% | 0.05% | +2.2% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $969,739 | -1.8% | 3,929 | +1.1% | 0.04% | +2.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $989,687 | +0.4% | 14,383 | +8.2% | 0.04% | +2.3% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest fd | $987,580 | – | 39,252 | +100.0% | 0.04% | – | |
| F | Sell | FORD MTR CO DEL | $973,215 | -25.8% | 78,359 | -9.6% | 0.04% | -23.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $968,256 | +74.8% | 6,338 | +101.4% | 0.04% | +76.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $962,526 | +1.6% | 2,874 | +4.3% | 0.04% | +4.8% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $948,440 | -6.1% | 13,276 | -0.6% | 0.04% | -2.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $955,347 | -7.4% | 16,517 | -0.4% | 0.04% | -4.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $934,483 | +40.7% | 5,583 | +23.5% | 0.04% | +43.3% |
| PKB | Buy | INVESCO EXCHANGE TRADED FD Tbuilding & const | $935,129 | +2.7% | 18,532 | +10.7% | 0.04% | +4.9% |
| Buy | DRAFTKINGS INC NEW | $937,193 | +17.7% | 31,834 | +6.2% | 0.04% | +19.4% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $903,773 | +6.9% | 10,240 | +8.7% | 0.04% | +10.5% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $892,117 | +18.5% | 16,935 | +20.0% | 0.04% | +20.6% | |
| T | Sell | AT&T INC | $902,783 | -14.1% | 60,105 | -8.7% | 0.04% | -12.8% |
| MMM | Buy | 3M CO | $889,102 | +105.6% | 9,497 | +119.8% | 0.04% | +115.8% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $891,760 | +11.9% | 19,454 | +19.5% | 0.04% | +13.9% |
| WTRG | Sell | ESSENTIAL UTILS INC | $894,208 | -15.7% | 26,047 | -2.1% | 0.04% | -12.8% |
| MO | Buy | ALTRIA GROUP INC | $891,087 | -5.4% | 21,191 | +1.9% | 0.04% | -2.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $878,079 | +129.9% | 9,656 | +309.0% | 0.04% | +135.3% |
| New | CAPITAL GRP FIXED INCM ETF T | $861,567 | – | 33,524 | +100.0% | 0.04% | – | |
| MBB | Sell | ISHARES TRmbs etf | $868,304 | -8.4% | 9,778 | -3.8% | 0.04% | -4.8% |
| ALB | Buy | ALBEMARLE CORP | $863,975 | -15.2% | 5,081 | +11.2% | 0.04% | -13.0% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $879,759 | +142.8% | 33,236 | +148.1% | 0.04% | +150.0% | |
| CVS | Sell | CVS HEALTH CORP | $858,162 | -5.0% | 12,291 | -6.0% | 0.04% | -2.5% |
| New | PUTNAM ETF TRUST | $859,619 | – | 27,196 | +100.0% | 0.04% | – | |
| FSK | Sell | FS KKR CAP CORP | $842,202 | +1.1% | 42,773 | -1.5% | 0.04% | +5.4% |
| IWV | ISHARES TRrussell 3000 etf | $831,489 | -3.7% | 3,393 | 0.0% | 0.04% | -2.6% | |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $836,667 | -0.5% | 16,770 | -0.8% | 0.04% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $834,946 | -18.5% | 30,450 | +0.3% | 0.04% | -17.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $832,761 | -5.5% | 8,868 | -1.9% | 0.04% | -2.6% |
| RAVI | Buy | FLEXSHARES TRflexshares ultra | $803,902 | +7.6% | 10,703 | +7.4% | 0.04% | +12.1% |
| REM | Buy | ISHARES TRmortge rel etf | $801,888 | -4.7% | 35,895 | +0.6% | 0.04% | -2.6% |
| ZTS | Sell | ZOETIS INCcl a | $795,182 | -1.2% | 4,571 | -2.2% | 0.04% | +2.8% |
| Buy | SHELL PLCspon ads | $811,144 | +28.7% | 12,600 | +20.7% | 0.04% | +32.1% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $795,952 | -2.6% | 23,996 | -1.0% | 0.04% | 0.0% |
| C | Sell | CITIGROUP INC | $800,776 | -15.6% | 19,469 | -5.6% | 0.04% | -11.9% |
| IHAK | Sell | ISHARES TRcybersecurity | $794,324 | -86.6% | 20,626 | -86.8% | 0.04% | -86.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $782,983 | -1.1% | 8,457 | +4.3% | 0.04% | +2.9% |
| SHAK | Buy | SHAKE SHACK INCcl a | $788,939 | -25.1% | 13,586 | +0.2% | 0.04% | -23.4% |
| GLW | Buy | CORNING INC | $784,754 | -4.2% | 25,755 | +10.2% | 0.04% | -2.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $792,553 | -4.4% | 10,543 | -3.9% | 0.04% | -2.7% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $791,392 | +3.1% | 7,903 | +2.7% | 0.04% | +5.9% |
| CRDA | CRAWFORD & COcl a | $780,731 | -15.8% | 83,590 | 0.0% | 0.04% | -12.2% | |
| SBUX | Sell | STARBUCKS CORP | $785,583 | -16.3% | 8,607 | -9.2% | 0.04% | -14.3% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $786,327 | +3.2% | 33,908 | +4.7% | 0.04% | +5.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $752,336 | +10.0% | 17,828 | +2.2% | 0.04% | +12.9% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $753,509 | -3.8% | 13,185 | -1.2% | 0.04% | 0.0% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $759,322 | -0.1% | 26,439 | +0.2% | 0.04% | +2.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $759,014 | +7.0% | 11,157 | -0.8% | 0.04% | +9.4% |
| QLC | FLEXSHARES TRus quality cap | $758,350 | -3.0% | 15,905 | 0.0% | 0.04% | 0.0% | |
| OMC | Buy | OMNICOM GROUP INC | $764,761 | -21.7% | 10,268 | +0.0% | 0.04% | -20.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $752,568 | -11.6% | 12,801 | -5.5% | 0.04% | -7.9% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $769,693 | -11.4% | 3,952 | -6.4% | 0.04% | -10.3% |
| GMOM | Sell | CAMBRIA ETF TRglb moment etf | $729,999 | -4.4% | 27,089 | -1.9% | 0.03% | 0.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $748,534 | +18.6% | 37,222 | +18.7% | 0.03% | +21.4% |
| SPLK | Sell | SPLUNK INC | $743,535 | +37.0% | 5,084 | -0.6% | 0.03% | +41.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $736,014 | -9.6% | 8,529 | -0.1% | 0.03% | -5.6% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $726,613 | -1.6% | 3,635 | +0.8% | 0.03% | 0.0% |
| NFLX | Sell | NETFLIX INC | $714,419 | -14.9% | 1,892 | -0.7% | 0.03% | -13.2% |
| Sell | CAPITOL SER TRfairlead tactica | $715,912 | -8.8% | 31,594 | -4.4% | 0.03% | -5.7% | |
| BDX | Sell | BECTON DICKINSON & CO | $718,114 | -12.3% | 2,778 | -10.5% | 0.03% | -10.8% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $719,480 | -4.5% | 46,032 | +2.4% | 0.03% | -2.9% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $726,530 | -15.1% | 10,510 | -10.4% | 0.03% | -13.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $727,628 | -9.2% | 13,595 | -4.9% | 0.03% | -8.3% |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $722,782 | -18.3% | 15,369 | -13.2% | 0.03% | -17.5% |
| EXC | Sell | EXELON CORP | $720,477 | -15.2% | 19,065 | -8.5% | 0.03% | -13.2% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $725,630 | -10.4% | 7,158 | -5.2% | 0.03% | -8.3% |
| D | Sell | DOMINION ENERGY INC | $706,485 | -20.8% | 15,816 | -8.1% | 0.03% | -20.0% |
| MET | Sell | METLIFE INC | $689,634 | +10.4% | 10,962 | -0.8% | 0.03% | +14.3% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $701,148 | -0.8% | 40,482 | +3.2% | 0.03% | 0.0% |
| QUS | Sell | SPDR SER TRmsci usa strtgic | $700,909 | -6.3% | 5,808 | -4.5% | 0.03% | -3.0% |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $700,539 | -11.7% | 16,005 | +197.2% | 0.03% | -8.6% |
| LW | Buy | LAMB WESTON HLDGS INC | $690,322 | -19.5% | 7,466 | +0.1% | 0.03% | -15.8% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $694,909 | -5.1% | 9,294 | -2.3% | 0.03% | -3.0% |
| CCL | Sell | CARNIVAL CORP | $674,086 | -28.0% | 49,132 | -1.2% | 0.03% | -26.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $668,495 | -0.3% | 5,445 | +2.3% | 0.03% | +3.3% |
| AFL | Sell | AFLAC INC | $664,765 | +7.3% | 8,661 | -2.4% | 0.03% | +10.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $667,368 | -14.9% | 11,325 | -5.5% | 0.03% | -11.4% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $684,867 | +28.7% | 40,573 | +28.5% | 0.03% | +29.2% |
| MRGR | Buy | PROSHARES TRmerger etf | $664,521 | +91.9% | 16,747 | +85.5% | 0.03% | +106.7% |
| KMB | Sell | KIMBERLY-CLARK CORP | $673,396 | -13.8% | 5,572 | -1.5% | 0.03% | -11.4% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $651,440 | -32.4% | 9,403 | -8.0% | 0.03% | -30.2% |
| GCOW | Buy | PACER FDS TRglobl cash etf | $653,727 | +3.3% | 20,090 | +5.2% | 0.03% | +7.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $642,978 | +12.3% | 4,310 | +31.2% | 0.03% | +15.4% |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $643,157 | +0.9% | 33,255 | +2.5% | 0.03% | +7.1% |
| SYY | Buy | SYSCO CORP | $652,852 | -9.5% | 9,884 | +1.7% | 0.03% | -6.2% |
| SHAG | Buy | WISDOMTREE TRyield enhanced | $662,445 | +2.6% | 14,313 | +3.4% | 0.03% | +3.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $653,336 | -29.9% | 11,176 | -19.9% | 0.03% | -28.6% |
| QDEF | FLEXSHARES TRqlt div def idx | $621,659 | -3.2% | 11,493 | 0.0% | 0.03% | 0.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $624,409 | -8.5% | 1,234 | -5.6% | 0.03% | -6.5% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $623,408 | +25.3% | 6,443 | +31.2% | 0.03% | +31.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $640,608 | -21.3% | 9,251 | -17.0% | 0.03% | -19.4% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $635,124 | +32.0% | 7,197 | +24.5% | 0.03% | +31.8% |
| TGT | Sell | TARGET CORP | $622,240 | -31.7% | 5,628 | -18.5% | 0.03% | -29.3% |
| KKR | Buy | KKR & CO INC | $633,302 | +10.2% | 10,281 | +0.2% | 0.03% | +11.5% |
| SDY | Sell | SPDR SER TRs&p divid etf | $628,344 | -10.4% | 5,463 | -4.5% | 0.03% | -6.5% |
| IAU | Sell | ISHARES GOLD TRishares new | $634,229 | -11.9% | 18,126 | -8.4% | 0.03% | -9.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $633,926 | -7.8% | 2,704 | +0.4% | 0.03% | -6.5% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $618,003 | -15.5% | 15,753 | -14.6% | 0.03% | -15.2% |
| KMI | Buy | KINDER MORGAN INC DEL | $611,314 | -0.6% | 36,871 | +3.2% | 0.03% | 0.0% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $612,918 | +5.7% | 16,353 | +7.9% | 0.03% | +7.7% |
| Sell | CONSTELLATION ENERGY CORP | $615,446 | +15.1% | 5,642 | -3.4% | 0.03% | +16.7% | |
| New | CAPITAL GROUP INTL FOCUS EQT | $617,968 | – | 28,425 | +100.0% | 0.03% | – | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $614,231 | -7.1% | 6,724 | -1.7% | 0.03% | -6.7% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $602,407 | +47.8% | 6,853 | +54.1% | 0.03% | +55.6% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $617,373 | +12.6% | 6,586 | +12.6% | 0.03% | +12.0% |
| PSX | Buy | PHILLIPS 66 | $613,201 | +41.4% | 5,104 | +12.2% | 0.03% | +47.4% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $602,240 | – | 12,169 | +100.0% | 0.03% | – |
| New | KENVUE INC | $577,524 | – | 28,761 | +100.0% | 0.03% | – | |
| SLV | Sell | ISHARES SILVER TRishares | $591,731 | -4.6% | 29,092 | -2.0% | 0.03% | -3.6% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $583,323 | -2.0% | 17,146 | -0.6% | 0.03% | 0.0% | |
| JBI | JANUS INTERNATIONAL GROUP IN | $586,596 | +0.4% | 54,822 | 0.0% | 0.03% | +3.8% | |
| CSX | Sell | CSX CORP | $578,233 | -12.1% | 18,804 | -2.5% | 0.03% | -6.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $596,058 | -5.7% | 12,525 | -2.3% | 0.03% | -3.6% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $571,919 | +41.4% | 18,617 | +41.3% | 0.03% | +44.4% |
| UBER | Buy | UBER TECHNOLOGIES INC | $565,815 | +80.8% | 12,303 | +69.7% | 0.03% | +85.7% |
| VLO | Buy | VALERO ENERGY CORP | $560,452 | +24.8% | 3,955 | +3.3% | 0.03% | +30.0% |
| RWR | Buy | SPDR SER TRdj reit etf | $569,898 | -6.9% | 6,871 | +1.5% | 0.03% | -3.7% |
| TXN | Sell | TEXAS INSTRS INC | $564,682 | -12.3% | 3,551 | -0.7% | 0.03% | -10.3% |
| CCOR | Sell | LISTED FD TRcore alt fd | $562,458 | -1.3% | 20,379 | -0.1% | 0.03% | +4.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $576,319 | +2.6% | 4,021 | +6.6% | 0.03% | +4.0% |
| MPC | Buy | MARATHON PETE CORP | $558,657 | +40.0% | 3,691 | +7.9% | 0.03% | +44.4% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $564,473 | +0.5% | 28,697 | +3.1% | 0.03% | +4.0% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $536,088 | +131.2% | 15,735 | +155.8% | 0.02% | +150.0% |
| BILS | Buy | SPDR SER TRbloomberg 3-12 m | $551,282 | +20.5% | 5,544 | +20.5% | 0.02% | +25.0% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $538,314 | +119.1% | 21,671 | +127.9% | 0.02% | +127.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $536,562 | -18.2% | 6,050 | -5.0% | 0.02% | -13.8% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $543,907 | +3.8% | 17,903 | +7.4% | 0.02% | +8.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $535,612 | -0.9% | 2,131 | -3.0% | 0.02% | +4.2% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $546,928 | -15.1% | 1,242 | -12.2% | 0.02% | -13.8% |
| ADI | Sell | ANALOG DEVICES INC | $544,795 | -14.3% | 3,112 | -4.7% | 0.02% | -10.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $545,387 | -3.7% | 1,686 | -4.0% | 0.02% | 0.0% |
| ILMN | Sell | ILLUMINA INC | $535,392 | -30.5% | 3,900 | -5.0% | 0.02% | -26.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $534,944 | -14.4% | 3,253 | +1.0% | 0.02% | -10.7% |
| Buy | INNOVATOR ETFS TRladerd alctn pwr | $542,700 | +2.2% | 14,472 | +3.3% | 0.02% | +4.2% | |
| VLUE | Buy | ISHARES TRmsci usa value | $539,327 | -1.3% | 5,945 | +2.0% | 0.02% | +4.2% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $512,661 | +33.4% | 94,587 | +16.9% | 0.02% | +41.2% | |
| JPS | Sell | NUVEEN PFD & INCOME SECS FD | $519,078 | -5.5% | 84,129 | -2.2% | 0.02% | -4.0% |
| SQ | Buy | BLOCK INCcl a | $516,204 | -30.4% | 11,663 | +4.7% | 0.02% | -27.3% |
| ANTM | Buy | ELEVANCE HEALTH INC | $519,924 | +11.8% | 1,194 | +14.1% | 0.02% | +14.3% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $517,737 | +7.3% | 5,033 | +0.5% | 0.02% | +9.1% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $528,955 | -4.7% | 8,330 | -0.3% | 0.02% | -4.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $513,800 | -13.0% | 7,100 | -7.2% | 0.02% | -7.7% |
| MDT | Sell | MEDTRONIC PLC | $510,079 | -25.5% | 6,509 | -16.2% | 0.02% | -25.8% |
| QLV | Sell | FLEXSHARES TRus qt lw vlty | $507,547 | -10.2% | 9,851 | -6.9% | 0.02% | -8.0% |
| AMAT | Buy | APPLIED MATLS INC | $503,396 | +3.4% | 3,636 | +7.9% | 0.02% | +4.5% |
| KBH | Sell | KB HOME | $495,936 | -14.3% | 10,716 | -4.2% | 0.02% | -11.5% |
| Buy | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $505,548 | +140.3% | 19,806 | +145.3% | 0.02% | +155.6% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $499,266 | +1.1% | 2,331 | +8.4% | 0.02% | +4.5% |
| WFC | Sell | WELLS FARGO CO NEW | $503,253 | -13.3% | 12,317 | -9.4% | 0.02% | -11.5% |
| DAL | Sell | DELTA AIR LINES INC DEL | $498,732 | -37.3% | 13,479 | -19.5% | 0.02% | -36.1% |
| ETR | Sell | ENTERGY CORP NEW | $492,732 | -6.8% | 5,327 | -1.8% | 0.02% | -4.2% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $473,163 | -32.0% | 18,094 | -22.2% | 0.02% | -29.0% |
| Buy | AB ACTIVE ETFS INCultra short incm | $470,767 | +88.4% | 9,378 | +88.3% | 0.02% | +100.0% | |
| EFAS | Sell | GLOBAL X FDSmsci supdiv ea | $472,461 | -34.5% | 35,997 | -32.8% | 0.02% | -31.2% |
| CMBS | Sell | ISHARES TRcmbs etf | $468,677 | -8.9% | 10,406 | -7.3% | 0.02% | -4.3% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $481,274 | -5.1% | 3,107 | -19.5% | 0.02% | -4.3% |
| DVN | Sell | DEVON ENERGY CORP NEW | $478,049 | -6.4% | 10,022 | -5.1% | 0.02% | -4.3% |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $472,667 | -5.8% | 46,706 | +7.9% | 0.02% | 0.0% |
| Sell | CANADIAN PACIFIC KANSAS CITY | $488,285 | -9.5% | 6,562 | -1.8% | 0.02% | -8.3% | |
| Buy | CADENCE BANK | $481,232 | +8.3% | 22,678 | +0.3% | 0.02% | +10.0% | |
| Buy | LINDE PLC | $471,732 | +0.3% | 1,267 | +2.7% | 0.02% | +4.8% | |
| BLK | Sell | BLACKROCK INC | $489,770 | -21.4% | 758 | -15.9% | 0.02% | -21.4% |
| ABNB | Buy | AIRBNB INC | $486,821 | +15.7% | 3,548 | +8.0% | 0.02% | +15.8% |
| PPG | Buy | PPG INDS INC | $462,660 | -8.4% | 3,564 | +4.6% | 0.02% | -8.7% |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $454,110 | -67.1% | 17,921 | -66.6% | 0.02% | -66.1% | |
| HON | Sell | HONEYWELL INTL INC | $461,782 | -28.0% | 2,500 | -19.1% | 0.02% | -27.6% |
| AIQ | Sell | GLOBAL X FDSartificial etf | $451,126 | -15.0% | 16,764 | -11.7% | 0.02% | -12.5% |
| PRU | Buy | PRUDENTIAL FINL INC | $463,819 | +7.9% | 4,888 | +0.3% | 0.02% | +10.5% |
| PBP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $448,964 | -15.2% | 21,040 | -12.1% | 0.02% | -12.5% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $463,195 | -8.3% | 6,840 | -3.1% | 0.02% | -8.7% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $455,878 | +4.6% | 21,606 | +9.0% | 0.02% | +10.5% |
| Buy | RBB FD INCus treasy 2 yr | $465,855 | +26.3% | 9,715 | +27.1% | 0.02% | +31.2% | |
| Buy | BONDBLOXX ETF TRUSTbloomberg one yr | $458,809 | +40.3% | 9,226 | +40.2% | 0.02% | +40.0% | |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $447,542 | -7.4% | 2,295 | -2.4% | 0.02% | -4.5% |
| IVZ | Buy | INVESCO LTD | $437,901 | -12.6% | 30,158 | +1.2% | 0.02% | -9.1% |
| ARKK | Buy | ARK ETF TRinnovation etf | $445,301 | -5.9% | 11,225 | +4.7% | 0.02% | -4.8% |
| MGM | MGM RESORTS INTERNATIONAL | $435,288 | -16.3% | 11,841 | 0.0% | 0.02% | -13.0% | |
| TFLO | Sell | ISHARES TRtrs flt rt bd | $444,099 | -53.8% | 8,752 | -53.9% | 0.02% | -53.5% |
| SGDM | Sell | SPROTT ETF TRUSTgold miners etf | $437,190 | -21.2% | 19,116 | -10.9% | 0.02% | -20.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $440,615 | +21.2% | 4,366 | +28.6% | 0.02% | +25.0% |
| UNP | Sell | UNION PAC CORP | $428,709 | -8.9% | 2,105 | -8.5% | 0.02% | -4.8% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $445,095 | -20.0% | 30,444 | +0.7% | 0.02% | -20.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $440,328 | -14.9% | 4,767 | -11.6% | 0.02% | -13.0% |
| GRX | Sell | GABELLI HLTHCARE & WELLNESS | $424,791 | -17.0% | 49,509 | -3.7% | 0.02% | -13.0% |
| MCK | Buy | MCKESSON CORP | $432,393 | +3.2% | 994 | +1.4% | 0.02% | +5.3% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $433,795 | -31.8% | 4,708 | -23.2% | 0.02% | -28.6% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $434,750 | +3.1% | 3,430 | -8.2% | 0.02% | +5.3% |
| TGI | Buy | TRIUMPH GROUP INC NEW | $445,015 | -38.0% | 58,096 | +0.0% | 0.02% | -37.5% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $406,940 | -71.5% | 7,753 | -70.3% | 0.02% | -70.3% |
| Buy | DIMENSIONAL ETF TRUST | $409,391 | -1.1% | 10,141 | +2.2% | 0.02% | 0.0% | |
| New | RBB FD INCus treas 3 mnth | $407,398 | – | 8,137 | +100.0% | 0.02% | – | |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $417,071 | -24.2% | 10,918 | -18.5% | 0.02% | -24.0% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $419,678 | -6.7% | 13,943 | -3.9% | 0.02% | -5.0% |
| SPMB | Sell | SPDR SER TRport mtg bk etf | $410,817 | -15.5% | 19,751 | -11.0% | 0.02% | -13.6% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $407,807 | -23.6% | 16,497 | -11.1% | 0.02% | -20.8% |
| SPYX | Sell | SPDR SER TRspdr s&p 500 etf | $403,181 | -10.0% | 11,609 | -6.3% | 0.02% | -5.0% |
| USAI | Buy | PACER FDS TRamercn enrgy ind | $398,881 | +6.3% | 14,562 | +5.5% | 0.02% | +5.9% |
| URA | New | GLOBAL X FDSglobal x uranium | $384,074 | – | 14,204 | +100.0% | 0.02% | – |
| DJD | Sell | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $398,397 | -6.8% | 9,636 | -3.8% | 0.02% | -5.3% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $387,967 | +68.8% | 15,102 | +74.4% | 0.02% | +80.0% | |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $394,726 | +93.8% | 17,559 | +94.4% | 0.02% | +100.0% |
| YUM | Sell | YUM BRANDS INC | $401,604 | -29.8% | 3,214 | -22.2% | 0.02% | -30.8% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $397,551 | -17.2% | 1,977 | -0.7% | 0.02% | -14.3% |
| LNC | Buy | LINCOLN NATL CORP IND | $394,309 | +6.9% | 15,970 | +11.6% | 0.02% | +12.5% |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $395,880 | – | 12,512 | +100.0% | 0.02% | – | |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $390,516 | +4.6% | 7,840 | +4.8% | 0.02% | +5.9% |
| CI | Sell | THE CIGNA GROUP | $391,913 | -4.7% | 1,370 | -6.5% | 0.02% | 0.0% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $390,432 | -4.2% | 14,953 | +0.3% | 0.02% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD | $398,718 | +9.0% | 6,839 | -8.2% | 0.02% | +12.5% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $394,053 | -32.5% | 23,911 | -10.8% | 0.02% | -30.8% |
| CMI | Sell | CUMMINS INC | $386,308 | -12.3% | 1,691 | -5.9% | 0.02% | -10.0% |
| DNP | Buy | DNP SELECT INCOME FD INC | $382,798 | +1.4% | 40,210 | +11.7% | 0.02% | +5.9% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $397,316 | -3.3% | 10,026 | +0.9% | 0.02% | 0.0% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $399,499 | -29.8% | 12,711 | -10.4% | 0.02% | -28.0% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $396,104 | -8.0% | 7,314 | -0.4% | 0.02% | -5.3% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $371,287 | -3.4% | 6,770 | +0.3% | 0.02% | 0.0% |
| IRM | Sell | IRON MTN INC DEL | $359,890 | +1.0% | 6,054 | -3.5% | 0.02% | +6.2% |
| DHR | Sell | DANAHER CORPORATION | $375,878 | -3.0% | 1,515 | -6.2% | 0.02% | 0.0% |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $380,791 | – | 5,907 | +100.0% | 0.02% | – |
| GOVT | New | ISHARES TRus treas bd etf | $363,316 | – | 16,484 | +100.0% | 0.02% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $372,146 | +10.3% | 4,947 | +23.5% | 0.02% | +13.3% |
| MRO | Sell | MARATHON OIL CORP | $378,760 | -0.9% | 14,159 | -14.8% | 0.02% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $379,973 | -19.1% | 1,237 | -18.7% | 0.02% | -19.0% |
| FDX | Sell | FEDEX CORP | $378,484 | -1.1% | 1,429 | -7.4% | 0.02% | 0.0% |
| AZO | Buy | AUTOZONE INC | $378,459 | +6.1% | 149 | +4.2% | 0.02% | +6.2% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $359,755 | -17.3% | 9,108 | +71.5% | 0.02% | -10.5% |
| GD | Sell | GENERAL DYNAMICS CORP | $360,885 | -12.6% | 1,633 | -14.9% | 0.02% | -5.6% |
| FHI | Sell | FEDERATED HERMES INCcl b | $353,061 | -5.5% | 10,424 | -0.0% | 0.02% | -5.9% |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR | $347,722 | -9.3% | 17,915 | -2.9% | 0.02% | -5.9% |
| PWZ | Buy | INVESCO EXCH TRADED FD TR IIcalif amt mun | $338,578 | +54.9% | 14,426 | +62.6% | 0.02% | +60.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $344,753 | -41.8% | 10,482 | -42.3% | 0.02% | -40.7% | |
| PPL | Sell | PPL CORP | $344,435 | -42.8% | 14,619 | -35.7% | 0.02% | -40.7% |
| TER | Buy | TERADYNE INC | $339,522 | +2.5% | 3,380 | +13.6% | 0.02% | +6.7% |
| PXD | Sell | PIONEER NAT RES CO | $346,786 | -6.7% | 1,511 | -15.7% | 0.02% | -5.9% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $358,742 | -9.1% | 21,392 | -3.8% | 0.02% | -11.1% |
| CB | Sell | CHUBB LIMITED | $338,851 | -0.7% | 1,628 | -8.1% | 0.02% | +6.7% |
| ASML | Buy | ASML HOLDING N V | $351,799 | -18.5% | 598 | +0.3% | 0.02% | -15.8% |
| SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $354,119 | +30.4% | 7,234 | +16.1% | 0.02% | +33.3% |
| JPI | Buy | NUVEEN PFD & INCOME TERM FD | $325,537 | +5.5% | 18,960 | +3.2% | 0.02% | +7.1% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $331,632 | – | 8,560 | +100.0% | 0.02% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $322,131 | -14.9% | 1,636 | -2.0% | 0.02% | -11.8% |
| IYW | Sell | ISHARES TRu.s. tech etf | $322,868 | -22.0% | 3,077 | -19.1% | 0.02% | -21.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $333,904 | +14.4% | 20,869 | +9.6% | 0.02% | +15.4% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $319,998 | -18.2% | 4,772 | -8.6% | 0.02% | -11.8% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $320,006 | +26.3% | 22,760 | +28.9% | 0.02% | +36.4% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $334,480 | -14.7% | 14,042 | -10.5% | 0.02% | -16.7% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $322,226 | -21.8% | 2,526 | -12.9% | 0.02% | -16.7% |
| BUL | Sell | PACER FDS TRus chs cws gwt | $326,779 | -0.5% | 9,133 | -4.2% | 0.02% | 0.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $327,041 | +11.5% | 20,478 | +11.5% | 0.02% | +15.4% |
| NETL | Buy | ETF SER SOLUTIONSnetlease corp | $323,032 | -9.2% | 14,977 | +2.1% | 0.02% | -6.2% |
| ZS | Sell | ZSCALER INC | $333,585 | +5.4% | 2,144 | -0.9% | 0.02% | +7.1% |
| REG | REGENCY CTRS CORP | $329,714 | -3.8% | 5,547 | 0.0% | 0.02% | 0.0% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $316,486 | -3.4% | 1,659 | 0.0% | 0.02% | 0.0% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $300,070 | -8.2% | 2,941 | -2.7% | 0.01% | -6.7% |
| Sell | ATLASSIAN CORPORATIONcl a | $305,887 | +16.5% | 1,518 | -3.0% | 0.01% | +16.7% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $300,940 | +5.4% | 5,452 | -5.1% | 0.01% | +7.7% |
| DOW | Buy | DOW INC | $310,169 | +0.1% | 6,016 | +3.4% | 0.01% | 0.0% |
| FICO | Buy | FAIR ISAAC CORP | $299,643 | +8.3% | 345 | +0.9% | 0.01% | +16.7% |
| IYF | Buy | ISHARES TRu.s. finls etf | $302,848 | +2.3% | 4,051 | +2.1% | 0.01% | +7.7% |
| New | JACKSON FINANCIAL INC | $308,244 | – | 8,065 | +100.0% | 0.01% | – | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $310,828 | +14.7% | 1,581 | +7.2% | 0.01% | +16.7% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $314,183 | -11.5% | 5,804 | -2.2% | 0.01% | -12.5% |
| OXY | Sell | OCCIDENTAL PETE CORP | $306,497 | -0.4% | 4,724 | -9.7% | 0.01% | 0.0% |
| OKE | Buy | ONEOK INC NEW | $304,968 | +5.9% | 4,808 | +3.1% | 0.01% | +7.7% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $306,273 | -0.4% | 5,497 | -3.7% | 0.01% | 0.0% |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $314,559 | -20.3% | 2,176 | -18.1% | 0.01% | -22.2% |
| TMUS | Sell | T-MOBILE US INC | $311,791 | -20.5% | 2,226 | -21.1% | 0.01% | -22.2% |
| TD | Sell | TORONTO DOMINION BK ONT | $305,393 | -6.0% | 5,068 | -3.3% | 0.01% | -6.7% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $298,975 | +3.7% | 2,062 | +8.9% | 0.01% | +7.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $306,137 | -3.4% | 1,564 | +0.1% | 0.01% | 0.0% |
| ETN | Sell | EATON CORP PLC | $301,050 | +3.0% | 1,412 | -2.8% | 0.01% | +7.7% |
| Buy | AB ACTIVE ETFS INChigh yield etf | $286,025 | -1.2% | 8,219 | +0.3% | 0.01% | 0.0% | |
| MRNA | Sell | MODERNA INC | $272,892 | -30.0% | 2,642 | -17.7% | 0.01% | -23.5% |
| ITA | Sell | ISHARES TRus aer def etf | $293,437 | -26.8% | 2,769 | -19.4% | 0.01% | -27.8% |
| SPGI | Sell | S&P GLOBAL INC | $286,123 | -9.0% | 783 | -0.1% | 0.01% | -7.1% |
| DEO | Sell | DIAGEO PLCspon adr new | $280,437 | -14.7% | 1,880 | -0.8% | 0.01% | -13.3% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $272,704 | -3.0% | 3,592 | -2.9% | 0.01% | 0.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $289,045 | -10.2% | 6,319 | -11.1% | 0.01% | -7.1% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $277,982 | -24.4% | 6,275 | -20.0% | 0.01% | -18.8% |
| JOE | ST JOE CO | $273,769 | +12.4% | 5,039 | 0.0% | 0.01% | +18.2% | |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $282,293 | – | 8,522 | +100.0% | 0.01% | – | |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $274,013 | -41.9% | 5,473 | -39.9% | 0.01% | -38.1% |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $276,235 | – | 3,651 | +100.0% | 0.01% | – |
| INTU | Sell | INTUIT | $284,744 | +7.5% | 557 | -3.6% | 0.01% | +8.3% |
| ACWV | ISHARES INCmsci gbl min vol | $284,163 | -2.7% | 2,978 | 0.0% | 0.01% | 0.0% | |
| TWLO | Sell | TWILIO INCcl a | $278,954 | -8.9% | 4,766 | -1.0% | 0.01% | -7.1% |
| OEF | Sell | ISHARES TRs&p 100 etf | $288,119 | -4.2% | 1,436 | -1.2% | 0.01% | 0.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $293,420 | +2.5% | 2,763 | +6.7% | 0.01% | 0.0% |
| RLY | New | SSGA ACTIVE ETF TRmult ass rlrtn | $276,232 | – | 10,246 | +100.0% | 0.01% | – |
| IWS | Sell | ISHARES TRrus mdcp val etf | $282,870 | -6.3% | 2,711 | -1.4% | 0.01% | -7.1% |
| CNI | Sell | CANADIAN NATL RY CO | $289,766 | -18.2% | 2,675 | -8.5% | 0.01% | -18.8% |
| KR | Sell | KROGER CO | $279,304 | -10.0% | 6,241 | -5.5% | 0.01% | -7.1% |
| ESGE | Buy | ISHARES INCesg awr msci em | $261,369 | -4.2% | 8,632 | +0.0% | 0.01% | 0.0% |
| JMUB | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $268,744 | -3.7% | 5,556 | 0.0% | 0.01% | 0.0% | |
| GWW | Buy | GRAINGER W W INC | $260,866 | -5.2% | 377 | +8.0% | 0.01% | 0.0% |
| PEBO | PEOPLES BANCORP INC | $269,434 | -4.4% | 10,616 | 0.0% | 0.01% | -7.7% | |
| New | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $267,460 | – | 12,440 | +100.0% | 0.01% | – | |
| CTVA | Buy | CORTEVA INC | $261,873 | +0.1% | 5,119 | +12.1% | 0.01% | 0.0% |
| RGT | Buy | ROYCE GLOBAL VALUE TR INC | $264,066 | -0.1% | 30,316 | +6.0% | 0.01% | 0.0% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $270,588 | -15.8% | 947 | -2.9% | 0.01% | -14.3% |
| IYY | ISHARES TRdow jones us etf | $267,661 | -3.6% | 2,562 | 0.0% | 0.01% | 0.0% | |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $261,124 | -15.6% | 9,143 | -6.0% | 0.01% | -14.3% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $264,357 | -23.3% | 17,683 | -30.2% | 0.01% | -20.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $254,424 | -6.3% | 3,451 | -4.6% | 0.01% | 0.0% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $252,545 | +10.0% | 10,118 | 0.0% | 0.01% | +20.0% | |
| DEF | INVESCO EXCH TRD SLF IDX FDbloomberg pricin | $256,390 | -5.4% | 3,913 | 0.0% | 0.01% | 0.0% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $258,621 | -16.4% | 1,416 | -10.9% | 0.01% | -14.3% |
| PLD | Sell | PROLOGIS INC. | $264,746 | -21.3% | 2,359 | -14.0% | 0.01% | -20.0% |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $254,847 | -3.1% | 7,587 | 0.0% | 0.01% | 0.0% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $235,217 | -3.3% | 3,587 | -4.0% | 0.01% | 0.0% |
| SPPP | Buy | SPROTT PHYSICAL PLAT PALLADunit | $250,273 | -0.6% | 23,238 | +0.9% | 0.01% | 0.0% |
| CSM | Sell | PROSHARES TRlarge cap cre | $241,073 | -10.8% | 4,939 | -6.8% | 0.01% | -8.3% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $245,057 | -11.5% | 23,769 | +0.4% | 0.01% | -8.3% |
| ISMD | Sell | NORTHERN LTS FD TR IVinspire sml/ mid | $230,231 | -19.9% | 7,576 | -15.3% | 0.01% | -15.4% |
| WWJD | Sell | NORTHERN LTS FD TR IVinspire intl etf | $244,055 | -12.9% | 9,262 | -8.1% | 0.01% | -15.4% |
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $239,953 | -11.3% | 4,747 | -8.8% | 0.01% | -8.3% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $231,207 | +8.1% | 9,361 | +0.3% | 0.01% | +10.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $233,272 | -25.5% | 3,226 | -22.5% | 0.01% | -21.4% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $234,526 | -7.0% | 2,138 | -2.6% | 0.01% | 0.0% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $245,029 | -34.6% | 4,983 | -31.2% | 0.01% | -35.3% |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tleisure and ente | $234,106 | -15.6% | 6,109 | -7.8% | 0.01% | -8.3% |
| New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $247,964 | – | 4,799 | +100.0% | 0.01% | – | |
| HEI | HEICO CORP NEW | $243,276 | -8.4% | 1,502 | 0.0% | 0.01% | -8.3% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $228,974 | -24.6% | 4,150 | -11.1% | 0.01% | -21.4% |
| FTNT | Buy | FORTINET INC | $249,214 | -15.7% | 4,247 | +8.6% | 0.01% | -15.4% |
| AIRR | Sell | FIRST TR EXCHANGE-TRADED FDrba indl etf | $232,098 | -11.9% | 4,505 | -7.5% | 0.01% | -8.3% |
| FAST | Buy | FASTENAL CO | $231,475 | -6.7% | 4,236 | +0.7% | 0.01% | 0.0% |
| VIAC | Buy | PARAMOUNT GLOBAL | $243,401 | -17.8% | 18,868 | +1.4% | 0.01% | -15.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $229,309 | +3.3% | 3,074 | -1.0% | 0.01% | +10.0% |
| DOCU | Sell | DOCUSIGN INC | $230,664 | -25.4% | 5,492 | -9.2% | 0.01% | -21.4% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $234,982 | +14.1% | 7,204 | +14.9% | 0.01% | +22.2% | |
| DDOG | New | DATADOG INC | $249,040 | – | 2,734 | +100.0% | 0.01% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $233,050 | -6.9% | 3,277 | +0.8% | 0.01% | 0.0% |
| NET | Sell | CLOUDFLARE INC | $234,131 | -8.4% | 3,714 | -5.0% | 0.01% | 0.0% |
| ARCC | Sell | ARES CAPITAL CORP | $244,070 | -54.6% | 12,536 | -56.1% | 0.01% | -54.2% |
| Sell | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $237,429 | +7.9% | 8,618 | -0.2% | 0.01% | +10.0% | |
| MAS | Sell | MASCO CORP | $215,847 | -7.0% | 4,038 | -0.2% | 0.01% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $217,521 | -12.5% | 2,503 | +1.6% | 0.01% | -9.1% |
| IDNA | Sell | ISHARES TRgenomics immun | $227,095 | -94.7% | 11,159 | -93.9% | 0.01% | -94.8% |
| TMFC | RBB FD INCmotley fol etf | $214,185 | -3.5% | 5,450 | 0.0% | 0.01% | 0.0% | |
| CASY | New | CASEYS GEN STORES INC | $221,712 | – | 817 | +100.0% | 0.01% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $222,385 | -1.4% | 6,650 | +0.3% | 0.01% | 0.0% |
| Sell | LITMAN GREGORY FDS TRimgp dbi managed | $213,570 | +2.4% | 7,390 | -2.1% | 0.01% | +11.1% | |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $222,488 | -46.5% | 2,982 | -43.9% | 0.01% | -47.4% |
| IONS | New | IONIS PHARMACEUTICALS INC | $209,246 | – | 4,613 | +100.0% | 0.01% | – |
| NUE | Buy | NUCOR CORP | $213,551 | -1.1% | 1,366 | +3.7% | 0.01% | 0.0% |
| DBJP | New | DBX ETF TRxtrack msci japn | $219,453 | – | 3,646 | +100.0% | 0.01% | – |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $226,183 | -2.6% | 4,462 | -1.6% | 0.01% | 0.0% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $213,700 | -9.6% | 2,395 | -3.6% | 0.01% | -9.1% |
| SRE | Buy | SEMPRA | $221,789 | -16.2% | 3,260 | +79.4% | 0.01% | -16.7% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $218,640 | +1.1% | 11,624 | +7.6% | 0.01% | 0.0% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $214,381 | +2.4% | 6,465 | -5.2% | 0.01% | +11.1% |
| ON | Buy | ON SEMICONDUCTOR CORP | $218,432 | -0.3% | 2,350 | +1.5% | 0.01% | 0.0% |
| WDAY | Sell | WORKDAY INCcl a | $216,569 | -8.0% | 1,008 | -3.3% | 0.01% | -9.1% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $213,682 | -2.3% | 912 | -2.3% | 0.01% | 0.0% |
| GH | Sell | GUARDANT HEALTH INC | $216,016 | -17.3% | 7,288 | -0.1% | 0.01% | -16.7% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $211,413 | +3.5% | 4,097 | +1.5% | 0.01% | +11.1% |
| ITB | New | ISHARES TRus home cons etf | $225,278 | – | 2,870 | +100.0% | 0.01% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $218,197 | – | 1,411 | +100.0% | 0.01% | – |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $215,822 | -0.7% | 9,537 | +0.0% | 0.01% | 0.0% |
| BSJR | Buy | INVESCO EXCH TRD SLF IDX FD | $213,729 | -1.0% | 9,985 | +0.1% | 0.01% | 0.0% |
| ESGG | Sell | FLEXSHARES TRstox gbl esg slt | $216,984 | -20.5% | 1,608 | -17.4% | 0.01% | -16.7% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS | $209,200 | +2.4% | 16,130 | +8.4% | 0.01% | +11.1% |
| GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $217,587 | -2.2% | 4,417 | +6.0% | 0.01% | 0.0% |
| MTUM | ISHARES TRmsci usa mmentm | $224,656 | -3.2% | 1,608 | 0.0% | 0.01% | 0.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $203,231 | -4.8% | 1,244 | +1.2% | 0.01% | -10.0% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $203,434 | +0.1% | 9,048 | +0.1% | 0.01% | 0.0% |
| FDG | AMERICAN CENTY ETF TRfocused dynamic | $202,259 | -4.0% | 3,208 | 0.0% | 0.01% | 0.0% | |
| Buy | TIDAL TR IIrtn stacked bd | $204,671 | +3.0% | 11,382 | +5.9% | 0.01% | 0.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $205,182 | -25.6% | 3,856 | -4.7% | 0.01% | -25.0% |
| GKOS | New | GLAUKOS CORP | $203,626 | – | 2,706 | +100.0% | 0.01% | – |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $201,831 | -23.7% | 7,500 | -14.6% | 0.01% | -25.0% |
| ESG | FLEXSHARES TRstox us esg slct | $201,278 | -2.5% | 1,910 | 0.0% | 0.01% | 0.0% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $201,982 | -3.3% | 3,969 | -3.4% | 0.01% | 0.0% |
| SHOP | Sell | SHOPIFY INCcl a | $206,275 | -20.2% | 3,780 | -5.5% | 0.01% | -25.0% |
| ENB | Sell | ENBRIDGE INC | $202,587 | -12.1% | 6,104 | -1.6% | 0.01% | -10.0% |
| EIM | EATON VANCE MUN BD FD | $201,923 | -9.9% | 22,536 | 0.0% | 0.01% | -10.0% | |
| EXP | Buy | EAGLE MATLS INC | $205,140 | -1.9% | 1,232 | +9.8% | 0.01% | 0.0% |
| JPC | Buy | NUVEEN PFD & INCOME OPPORTUN | $170,532 | +5.6% | 26,940 | +8.1% | 0.01% | +14.3% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $171,110 | -6.1% | 13,092 | +0.6% | 0.01% | 0.0% |
| RKT | Buy | ROCKET COS INC | $175,891 | +10.7% | 21,503 | +21.2% | 0.01% | +14.3% |
| SBI | Buy | WESTERN ASSET INTER MUNI FD | $171,301 | -5.9% | 23,925 | +0.1% | 0.01% | 0.0% |
| BKCC | Buy | BLACKROCK CAP INVT CORP | $163,003 | +39.3% | 43,936 | +23.1% | 0.01% | +40.0% |
| HPF | New | HANCOCK JOHN PFD INCOME FD I | $149,620 | – | 10,340 | +100.0% | 0.01% | – |
| KEY | Buy | KEYCORP | $149,660 | +36.4% | 13,909 | +17.1% | 0.01% | +40.0% |
| DPG | Sell | DUFF & PHELPS UTLITY AND INF | $142,876 | -14.0% | 16,575 | -2.9% | 0.01% | 0.0% |
| SENS | Sell | SENSEONICS HLDGS INC | $147,472 | -21.3% | 244,200 | -0.5% | 0.01% | -12.5% |
| RVT | Buy | ROYCE VALUE TR INC | $161,684 | +2.4% | 12,563 | +9.8% | 0.01% | 0.0% |
| AFT | APOLLO SR FLOATING RATE FD I | $161,656 | +4.1% | 12,028 | 0.0% | 0.01% | 0.0% | |
| UMH | New | UMH PPTYS INC | $160,688 | – | 11,461 | +100.0% | 0.01% | – |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $124,572 | -9.5% | 12,249 | 0.0% | 0.01% | 0.0% | |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $122,352 | -1.5% | 14,178 | +1.8% | 0.01% | 0.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $126,940 | +0.9% | 11,194 | 0.0% | 0.01% | 0.0% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $133,000 | -7.7% | 10,000 | 0.0% | 0.01% | 0.0% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $133,082 | -6.3% | 11,118 | 0.0% | 0.01% | 0.0% | |
| New | ENOVIX CORPORATION | $133,758 | – | 10,658 | +100.0% | 0.01% | – | |
| RWT | Sell | REDWOOD TRUST INC | $140,461 | -2.4% | 19,700 | -12.8% | 0.01% | 0.0% |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $121,741 | -5.2% | 14,703 | +0.2% | 0.01% | 0.0% |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $106,035 | -18.2% | 13,271 | -14.6% | 0.01% | -16.7% |
| AGNC | Buy | AGNC INVT CORP | $109,342 | +7.6% | 11,583 | +15.4% | 0.01% | 0.0% |
| CFFN | Buy | CAPITOL FED FINL INC | $113,454 | -15.6% | 23,785 | +9.2% | 0.01% | -16.7% |
| VKQ | Buy | INVESCO MUNICIPAL TRUST | $107,564 | -11.4% | 12,897 | +0.2% | 0.01% | 0.0% |
| CHY | Sell | CALAMOS CONV & HIGH INCOME F | $115,470 | -11.8% | 10,347 | -11.2% | 0.01% | -16.7% |
| MFM | MFS MUN INCOME TRsh ben int | $82,946 | -10.8% | 18,230 | 0.0% | 0.00% | 0.0% | |
| DSM | Sell | BNY MELLON STRATEGIC MUN BD | $77,611 | -28.6% | 15,616 | -18.1% | 0.00% | -20.0% |
| MHF | New | WESTERN ASSET MUN HIGH INCOM | $66,076 | – | 10,850 | +100.0% | 0.00% | – |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $66,957 | +1.1% | 10,381 | -5.8% | 0.00% | 0.0% |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $65,065 | -31.5% | 14,300 | +3.6% | 0.00% | -25.0% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $73,620 | +49.5% | 20,170 | +22.5% | 0.00% | +50.0% |
| TELL | Sell | TELLURIAN INC NEW | $16,501 | -18.6% | 14,225 | -1.1% | 0.00% | 0.0% |
| CGC | Buy | CANOPY GROWTH CORP | $8,470 | +114.8% | 10,820 | +6.4% | 0.00% | – |
| New | 22ND CENTY GROUP INC | $9,876 | – | 10,100 | +100.0% | 0.00% | – | |
| CANO | New | CANO HEALTH INC | $4,392 | – | 17,319 | +100.0% | 0.00% | – |
| PXJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $0 | – | -19,282 | -100.0% | -0.00% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -10,501 | -100.0% | -0.01% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -16,032 | -100.0% | -0.01% | – |
| TCMD | Exit | TACTILE SYS TECHNOLOGY INC | $0 | – | -8,227 | -100.0% | -0.01% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -601 | -100.0% | -0.01% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -10,017 | -100.0% | -0.01% | – |
| Exit | AMERICAN CENTY ETF TRreal estate etf | $0 | – | -5,066 | -100.0% | -0.01% | – | |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -5,204 | -100.0% | -0.01% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -2,393 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -3,883 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,536 | -100.0% | -0.01% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,085 | -100.0% | -0.01% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -803 | -100.0% | -0.01% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -1,426 | -100.0% | -0.01% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -3,678 | -100.0% | -0.01% | – |
| IDOG | Exit | ALPS ETF TRintl sec dv dog | $0 | – | -7,393 | -100.0% | -0.01% | – |
| LOWC | Exit | SPDR INDEX SHS FDSmsci acwi clmte | $0 | – | -6,804 | -100.0% | -0.01% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,409 | -100.0% | -0.01% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,351 | -100.0% | -0.01% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -726 | -100.0% | -0.01% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -3,900 | -100.0% | -0.01% | – |
| XSVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $0 | – | -4,650 | -100.0% | -0.01% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -4,988 | -100.0% | -0.01% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,327 | -100.0% | -0.01% | – |
| CCAP | Exit | CRESCENT CAP BDC INC | $0 | – | -15,752 | -100.0% | -0.01% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -4,816 | -100.0% | -0.01% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -24,038 | -100.0% | -0.01% | – |
| FIVG | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -7,073 | -100.0% | -0.01% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -5,264 | -100.0% | -0.01% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -6,521 | -100.0% | -0.01% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,132 | -100.0% | -0.01% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -5,272 | -100.0% | -0.01% | – |
| SOXQ | Exit | INVESCO EXCH TRADED FD TR IIinvesco phlx sm | $0 | – | -9,000 | -100.0% | -0.01% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -3,427 | -100.0% | -0.01% | – | |
| FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -3,238 | -100.0% | -0.01% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -13,690 | -100.0% | -0.01% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -4,021 | -100.0% | -0.02% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -7,405 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -3,443 | -100.0% | -0.02% | – |
| TMDX | Exit | TRANSMEDICS GROUP INC | $0 | – | -5,144 | -100.0% | -0.02% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -7,312 | -100.0% | -0.02% | – |
| MMSI | Exit | MERIT MED SYS INC | $0 | – | -5,500 | -100.0% | -0.02% | – |
| TXG | Exit | 10X GENOMICS INC | $0 | – | -10,187 | -100.0% | -0.02% | – |
| FSZ | Exit | FIRST TR EXCH TRD ALPHDX FDswitzlnd alpha | $0 | – | -11,381 | -100.0% | -0.03% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -7,384 | -100.0% | -0.04% | – |
| QQXT | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $0 | – | -9,608 | -100.0% | -0.04% | – |
| EMTL | Exit | SSGA ACTIVE TRspdr dbleln emrg | $0 | – | -21,282 | -100.0% | -0.04% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -16,146 | -100.0% | -0.04% | – |
| FLQM | Exit | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $0 | – | -20,647 | -100.0% | -0.04% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -33,742 | -100.0% | -0.05% | – |
| KBWP | Exit | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $0 | – | -12,726 | -100.0% | -0.05% | – |
| PYZ | Exit | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $0 | – | -13,184 | -100.0% | -0.05% | – |
| PBJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $0 | – | -27,053 | -100.0% | -0.06% | – |
| DJAN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -49,487 | -100.0% | -0.07% | – |
| FAPR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -206,031 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| S P D R TRUST UNIT SR | 30 | Q3 2023 | 27.7% |
| VANGUARD TOTAL STOCK MARKET INDEX | 30 | Q3 2023 | 8.9% |
| ISHARES TR | 30 | Q3 2023 | 10.3% |
| ISHARES TR | 30 | Q3 2023 | 8.0% |
| VANGUARD TAX-MANAGED FDS | 30 | Q3 2023 | 4.6% |
| ISHARES TR | 30 | Q3 2023 | 4.8% |
| VANGUARD S&P 500 ETF | 30 | Q3 2023 | 12.1% |
| S&P MIDCAP 400 | 30 | Q3 2023 | 5.0% |
| SPDR SER TR BARCLAYS CAP MUN BD E | 30 | Q3 2023 | 8.8% |
| XTRACKERS MSCI EAFE HEDGED EQUITY | 30 | Q3 2023 | 4.2% |
View Wealthcare Advisory Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Wealthcare Advisory Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.