$236 Thousand is the total value of Centerpoint Advisors, LLC's 612 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 22.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $42,415 | -0.1% | 98,770 | +3.7% | 17.99% | +4.5% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $19,060 | -2.6% | 144,628 | -0.4% | 8.09% | +1.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $15,699 | -3.6% | 66,832 | +0.0% | 6.66% | +0.8% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $12,311 | +9.4% | 304,426 | +8.4% | 5.22% | +14.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $12,190 | -7.9% | 48,885 | -3.4% | 5.17% | -3.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $10,282 | -17.6% | 109,003 | -12.9% | 4.36% | -13.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $9,304 | -4.6% | 135,990 | -1.7% | 3.95% | -0.3% |
| AAPL | Sell | APPLE INC | $8,009 | -14.7% | 46,778 | -3.3% | 3.40% | -10.8% |
| MSFT | Buy | MICROSOFT CORP | $7,147 | -7.0% | 22,635 | +0.3% | 3.03% | -2.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $6,869 | -7.2% | 44,648 | -2.7% | 2.91% | -2.9% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $5,799 | -5.5% | 80,281 | -1.9% | 2.46% | -1.2% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $5,753 | -7.1% | 52,455 | -2.7% | 2.44% | -2.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,545 | +9.9% | 34,472 | +0.9% | 1.93% | +15.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,340 | +9.6% | 33,168 | +0.2% | 1.84% | +14.6% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $3,950 | -8.9% | 39,140 | -3.3% | 1.68% | -4.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $3,924 | -8.9% | 43,984 | -2.9% | 1.66% | -4.7% |
| IEFA | ISHARES TRcore msci eafe | $3,770 | -4.7% | 58,585 | 0.0% | 1.60% | -0.3% | |
| MCD | MCDONALDS CORP | $3,299 | -11.7% | 12,522 | 0.0% | 1.40% | -7.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,126 | +2.7% | 4 | 0.0% | 0.90% | +7.4% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,068 | +0.7% | 5,904 | -2.0% | 0.88% | +5.3% |
| LLY | Sell | ELI LILLY &CO | $2,024 | +2.2% | 3,768 | -10.7% | 0.86% | +7.0% |
| JNJ | Buy | JOHNSON &JOHNSON | $1,929 | -3.8% | 12,388 | +2.2% | 0.82% | +0.6% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $1,895 | -4.7% | 28,000 | 0.0% | 0.80% | -0.4% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $1,864 | -5.4% | 45,000 | 0.0% | 0.79% | -1.1% | |
| NVDA | Sell | NVIDIA CORPORATION | $1,631 | -5.2% | 3,749 | -7.9% | 0.69% | -0.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,351 | +3.8% | 2,669 | +7.0% | 0.57% | +8.5% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,188 | -15.0% | 8,292 | -11.7% | 0.50% | -11.1% |
| AMZN | Buy | AMAZON COM INC | $1,145 | -2.3% | 9,010 | +0.2% | 0.49% | +2.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,083 | -4.0% | 11,494 | -0.3% | 0.46% | +0.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,075 | +4.0% | 2,131 | -0.9% | 0.46% | +8.6% |
| V | Sell | VISA INC | $1,067 | -3.7% | 4,640 | -0.5% | 0.45% | +0.7% |
| LMAT | Sell | LEMAITRE VASCULAR INC | $969 | -19.0% | 17,793 | -0.0% | 0.41% | -15.4% |
| COST | COSTCO WHSL CORP NEW | $914 | +4.9% | 1,618 | 0.0% | 0.39% | +9.9% | |
| XOM | Sell | EXXON MOBIL CORP | $880 | +6.2% | 7,481 | -3.2% | 0.37% | +11.0% |
| JPM | Buy | JPMORGAN CHASE &CO | $870 | -0.2% | 6,000 | +0.0% | 0.37% | +4.2% |
| APD | AIR PRODS &CHEMS INC | $866 | -5.4% | 3,055 | 0.0% | 0.37% | -1.1% | |
| HD | Buy | HOME DEPOT INC | $854 | -2.6% | 2,825 | +0.1% | 0.36% | +1.7% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $851 | -2.9% | 14,363 | 0.0% | 0.36% | +1.7% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $848 | -4.5% | 20,557 | 0.0% | 0.36% | 0.0% | |
| AMAT | APPLIED MATLS INC | $845 | -4.2% | 6,100 | 0.0% | 0.36% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $719 | -15.2% | 4,371 | 0.0% | 0.30% | -11.3% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $711 | -1.8% | 10,050 | +0.8% | 0.30% | +2.7% |
| ORCL | ORACLE CORP | $697 | -11.1% | 6,584 | 0.0% | 0.30% | -6.9% | |
| ES | EVERSOURCE ENERGY | $639 | -18.0% | 10,983 | 0.0% | 0.27% | -14.2% | |
| AXP | AMERICAN EXPRESS CO | $596 | -14.4% | 3,993 | 0.0% | 0.25% | -10.3% | |
| IXC | ISHARES TRglobal energ etf | $529 | +10.9% | 12,821 | 0.0% | 0.22% | +15.5% | |
| SYK | Buy | STRYKER CORPORATION | $478 | +4.4% | 1,750 | +16.7% | 0.20% | +9.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $469 | -11.7% | 1,184 | -12.3% | 0.20% | -7.4% |
| TJX | Sell | TJX COS INC NEW | $459 | +2.7% | 5,170 | -1.9% | 0.20% | +7.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $454 | +5.3% | 10,241 | -1.2% | 0.19% | +10.3% |
| SPGI | S&P GLOBAL INC | $450 | -8.7% | 1,231 | 0.0% | 0.19% | -4.5% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $444 | -4.3% | 10,157 | +1.2% | 0.19% | 0.0% |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $418 | -1.4% | 27,000 | 0.0% | 0.18% | +2.9% | |
| GWW | GRAINGER W W INC | $412 | -12.3% | 596 | 0.0% | 0.18% | -8.4% | |
| DHR | DANAHER CORPORATION | $405 | +3.3% | 1,631 | 0.0% | 0.17% | +8.2% | |
| ADBE | ADOBE INC | $400 | +4.4% | 784 | 0.0% | 0.17% | +9.7% | |
| FB | META PLATFORMS INCcl a | $384 | +4.6% | 1,279 | 0.0% | 0.16% | +9.4% | |
| WMT | Buy | WALMART INC | $357 | +7.9% | 2,234 | +5.9% | 0.15% | +12.7% |
| ROK | ROCKWELL AUTOMATION INC | $357 | -13.3% | 1,250 | 0.0% | 0.15% | -9.6% | |
| TSLA | Sell | TESLA INC | $354 | -11.9% | 1,414 | -7.8% | 0.15% | -8.0% |
| ADI | ANALOG DEVICES INC | $350 | -10.3% | 2,000 | 0.0% | 0.15% | -6.3% | |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $346 | – | 846 | +100.0% | 0.15% | – |
| PM | PHILIP MORRIS INTL INC | $332 | -5.1% | 3,588 | 0.0% | 0.14% | -0.7% | |
| MO | Buy | ALTRIA GROUP INC | $329 | -7.1% | 7,827 | +0.1% | 0.14% | -2.8% |
| PEP | PEPSICO INC | $313 | -8.5% | 1,849 | 0.0% | 0.13% | -4.3% | |
| MSI | MOTOROLA SOLUTIONS INC | $310 | -7.2% | 1,138 | 0.0% | 0.13% | -2.9% | |
| PROSHARES TRultrapro sht qqq | $307 | +8.1% | 15,000 | 0.0% | 0.13% | +13.0% | ||
| NXPI | NXP SEMICONDUCTORS N V | $302 | -2.3% | 1,508 | 0.0% | 0.13% | +2.4% | |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $294 | -9.3% | 4,535 | -3.7% | 0.12% | -4.6% |
| CCF | CHASE CORP | $294 | +5.0% | 2,310 | 0.0% | 0.12% | +9.6% | |
| PYPL | PAYPAL HLDGS INC | $292 | -12.6% | 5,003 | 0.0% | 0.12% | -8.8% | |
| MRK | Buy | MERCK &CO INC | $289 | -7.4% | 2,808 | +3.7% | 0.12% | -3.1% |
| NEE | NEXTERA ENERGY INC | $283 | -22.7% | 4,938 | 0.0% | 0.12% | -18.9% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $277 | -9.8% | 3,828 | -3.9% | 0.12% | -5.6% |
| DIS | Buy | DISNEY WALT CO | $271 | -1.1% | 3,349 | +9.1% | 0.12% | +3.6% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $261 | -8.7% | 3,558 | -4.2% | 0.11% | -4.3% |
| SNA | SNAP ON INC | $255 | -11.5% | 1,000 | 0.0% | 0.11% | -7.7% | |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $249 | -7.8% | 3,604 | -4.4% | 0.11% | -3.6% |
| IEX | IDEX CORP | $247 | -3.1% | 1,186 | 0.0% | 0.10% | +1.9% | |
| INTC | Sell | INTEL CORP | $246 | -6.8% | 6,932 | -12.1% | 0.10% | -2.8% |
| ABBV | Buy | ABBVIE INC | $241 | +11.1% | 1,617 | +0.2% | 0.10% | +15.9% |
| BAC | Sell | BANK AMERICA CORP | $223 | -8.6% | 8,158 | -3.9% | 0.10% | -4.0% |
| EBAY | Sell | EBAY INC. | $221 | -4.3% | 5,012 | -3.1% | 0.09% | 0.0% |
| NBN | NORTHEAST BK LEWISTON ME | $221 | +6.2% | 5,000 | 0.0% | 0.09% | +11.9% | |
| MOS | MOSAIC CO NEW | $216 | +1.4% | 6,075 | 0.0% | 0.09% | +7.0% | |
| CVX | Buy | CHEVRON CORP NEW | $212 | +12.2% | 1,259 | +4.6% | 0.09% | +16.9% |
| BSX | BOSTON SCIENTIFIC CORP | $212 | -2.3% | 4,018 | 0.0% | 0.09% | +2.3% | |
| ABNB | Buy | AIRBNB INC | $207 | +7.8% | 1,508 | +0.7% | 0.09% | +12.8% |
| JACOBS SOLUTIONS INC | $208 | +14.9% | 1,522 | 0.0% | 0.09% | +20.5% | ||
| PFE | Buy | PFIZER INC | $200 | -2.9% | 6,022 | +7.0% | 0.08% | +1.2% |
| CSCO | CISCO SYS INC | $197 | +3.7% | 3,674 | 0.0% | 0.08% | +9.1% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $199 | -2.0% | 5,086 | +1.7% | 0.08% | +2.4% |
| HON | HONEYWELL INTL INC | $188 | -11.3% | 1,020 | 0.0% | 0.08% | -7.0% | |
| LMT | LOCKHEED MARTIN CORP | $178 | -11.4% | 436 | 0.0% | 0.08% | -7.3% | |
| NEM | NEWMONT CORP | $177 | -13.2% | 4,788 | 0.0% | 0.08% | -9.6% | |
| CVS | CVS HEALTH CORP | $175 | +0.6% | 2,513 | 0.0% | 0.07% | +4.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $171 | +6.9% | 477 | +10.2% | 0.07% | +12.3% |
| MDT | Buy | MEDTRONIC PLC | $159 | +0.6% | 2,030 | +13.0% | 0.07% | +4.7% |
| DG | DOLLAR GEN CORP NEW | $156 | -37.8% | 1,479 | 0.0% | 0.07% | -35.3% | |
| PG | Buy | PROCTER AND GAMBLE CO | $156 | +12.2% | 1,067 | +16.4% | 0.07% | +17.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $152 | -23.6% | 4,705 | -12.2% | 0.06% | -21.0% |
| IUSG | ISHARES TRcore s&p us gwt | $145 | -2.7% | 1,524 | 0.0% | 0.06% | +3.3% | |
| SWK | STANLEY BLACK &DECKER INC | $147 | -10.4% | 1,754 | 0.0% | 0.06% | -7.5% | |
| CPRT | Buy | COPART INC | $142 | -29.4% | 3,303 | +50.0% | 0.06% | -26.8% |
| ABT | ABBOTT LABS | $138 | -11.0% | 1,426 | 0.0% | 0.06% | -6.3% | |
| COP | CONOCOPHILLIPS | $137 | +15.1% | 1,147 | 0.0% | 0.06% | +20.8% | |
| GENERAL ELECTRIC CO | $134 | +0.8% | 1,214 | 0.0% | 0.06% | +5.6% | ||
| KO | Sell | COCA COLA CO | $126 | -19.2% | 2,254 | -13.2% | 0.05% | -15.9% |
| LPI | Buy | VITAL ENERGY INC | $115 | +62.0% | 2,075 | +31.7% | 0.05% | +69.0% |
| GLW | CORNING INC | $115 | -12.9% | 3,775 | 0.0% | 0.05% | -9.3% | |
| LOW | LOWES COS INC | $105 | -7.9% | 505 | 0.0% | 0.04% | -2.2% | |
| GD | GENERAL DYNAMICS CORP | $106 | +2.9% | 480 | 0.0% | 0.04% | +7.1% | |
| ZTS | ZOETIS INCcl a | $101 | +1.0% | 579 | 0.0% | 0.04% | +4.9% | |
| AGG | ISHARES TRcore us aggbd et | $102 | -3.8% | 1,085 | 0.0% | 0.04% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $102 | -6.4% | 2,727 | 0.0% | 0.04% | -2.3% | |
| PXD | PIONEER NAT RES CO | $100 | +11.1% | 436 | 0.0% | 0.04% | +13.5% | |
| T | Sell | AT&T INC | $98 | -43.4% | 6,555 | -39.5% | 0.04% | -40.0% |
| PGR | PROGRESSIVE CORP | $97 | +5.4% | 696 | 0.0% | 0.04% | +10.8% | |
| ALC | ALCON AG | $96 | -5.9% | 1,245 | 0.0% | 0.04% | 0.0% | |
| AZO | AUTOZONE INC | $97 | +2.1% | 38 | 0.0% | 0.04% | +5.1% | |
| BFB | BROWN FORMAN CORPcl b | $97 | -13.4% | 1,675 | 0.0% | 0.04% | -8.9% | |
| NSC | NORFOLK SOUTHN CORP | $94 | -13.0% | 475 | 0.0% | 0.04% | -9.1% | |
| CAT | CATERPILLAR INC | $93 | +10.7% | 340 | 0.0% | 0.04% | +14.7% | |
| MMM | Sell | 3M CO | $89 | -11.0% | 945 | -5.0% | 0.04% | -7.3% |
| CTAS | CINTAS CORP | $90 | -3.2% | 188 | 0.0% | 0.04% | 0.0% | |
| BX | BLACKSTONE INC | $89 | +15.6% | 833 | 0.0% | 0.04% | +22.6% | |
| MCK | Sell | MCKESSON CORP | $85 | -1.2% | 196 | -3.0% | 0.04% | +2.9% |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $85 | -6.6% | 1,087 | 0.0% | 0.04% | -2.7% | |
| TXN | TEXAS INSTRS INC | $79 | -11.2% | 496 | 0.0% | 0.03% | -5.6% | |
| ED | Sell | CONSOLIDATED EDISON INC | $80 | -22.3% | 935 | -17.6% | 0.03% | -19.0% |
| Sell | LINDE PLC | $80 | -50.6% | 214 | -49.8% | 0.03% | -48.5% | |
| ETN | EATON CORP PLC | $78 | +5.4% | 367 | 0.0% | 0.03% | +10.0% | |
| BGI | Sell | BIRKS GROUP INC | $77 | -15.4% | 17,050 | -0.6% | 0.03% | -10.8% |
| GINKGO BIOWORKS HOLDINGS INC | $72 | -2.7% | 40,000 | 0.0% | 0.03% | +3.3% | ||
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $73 | 0.0% | 518 | -5.1% | 0.03% | +3.3% |
| LRCX | LAM RESEARCH CORP | $73 | -2.7% | 117 | 0.0% | 0.03% | +3.3% | |
| MLM | MARTIN MARIETTA MATLS INC | $72 | -11.1% | 175 | 0.0% | 0.03% | -6.1% | |
| NKE | NIKE INCcl b | $72 | -14.3% | 758 | 0.0% | 0.03% | -8.8% | |
| SLV | ISHARES SILVER TRishares | $71 | -2.7% | 3,500 | 0.0% | 0.03% | 0.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $70 | -16.7% | 790 | -16.0% | 0.03% | -11.8% |
| WM | WASTE MGMT INC DEL | $63 | -11.3% | 410 | 0.0% | 0.03% | -6.9% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62 | -1.6% | 560 | 0.0% | 0.03% | 0.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $59 | – | 250 | +100.0% | 0.02% | – |
| MET | Buy | METLIFE INC | $56 | +86.7% | 896 | +67.5% | 0.02% | +100.0% |
| EMR | EMERSON ELEC CO | $56 | +5.7% | 581 | 0.0% | 0.02% | +9.1% | |
| SBUX | STARBUCKS CORP | $57 | -8.1% | 625 | 0.0% | 0.02% | -4.0% | |
| CMS | Buy | CMS ENERGY CORP | $53 | +12.8% | 1,000 | +25.0% | 0.02% | +15.8% |
| SHY | ISHARES TR1 3 yr treas bd | $53 | 0.0% | 651 | 0.0% | 0.02% | 0.0% | |
| IRT | INDEPENDENCE RLTY TR INC | $51 | -22.7% | 3,635 | 0.0% | 0.02% | -18.5% | |
| ESLT | Buy | ELBIT SYS LTDord | $49 | +16.7% | 250 | +25.0% | 0.02% | +23.5% |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $46 | -2.1% | 850 | 0.0% | 0.02% | +5.3% | |
| LULU | LULULEMON ATHLETICA INC | $48 | +2.1% | 125 | 0.0% | 0.02% | +5.3% | |
| CSX | CSX CORP | $46 | -9.8% | 1,500 | 0.0% | 0.02% | -4.8% | |
| CL | COLGATE PALMOLIVE CO | $46 | -8.0% | 647 | 0.0% | 0.02% | 0.0% | |
| CNC | CENTENE CORP DEL | $45 | +2.3% | 655 | 0.0% | 0.02% | +5.6% | |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $44 | -74.6% | 1,406 | -73.1% | 0.02% | -72.9% |
| TMUS | T-MOBILE US INC | $44 | 0.0% | 316 | 0.0% | 0.02% | +5.6% | |
| BIIB | BIOGEN INC | $43 | -10.4% | 167 | 0.0% | 0.02% | -5.3% | |
| UTG | REAVES UTIL INCOME FD | $42 | -10.6% | 1,700 | 0.0% | 0.02% | -5.3% | |
| RTX | RTX CORPORATION | $42 | -27.6% | 588 | 0.0% | 0.02% | -25.0% | |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $42 | – | 824 | +100.0% | 0.02% | – |
| ITW | ILLINOIS TOOL WKS INC | $41 | -8.9% | 180 | 0.0% | 0.02% | -5.6% | |
| EIX | EDISON INTL | $39 | -9.3% | 615 | 0.0% | 0.02% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $39 | +8.3% | 163 | 0.0% | 0.02% | +13.3% | |
| NOW | SERVICENOW INC | $39 | 0.0% | 70 | 0.0% | 0.02% | +6.2% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $41 | -8.9% | 725 | 0.0% | 0.02% | -5.6% | |
| PJT | PJT PARTNERS INC | $40 | +14.3% | 500 | 0.0% | 0.02% | +21.4% | |
| IDV | ISHARES TRintl sel div etf | $38 | -2.6% | 1,487 | 0.0% | 0.02% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $37 | -5.1% | 362 | 0.0% | 0.02% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD | $37 | +5.7% | 25 | 0.0% | 0.02% | +14.3% | |
| ITA | ISHARES TRus aer def etf | $38 | -9.5% | 362 | 0.0% | 0.02% | -5.9% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $35 | -5.4% | 600 | 0.0% | 0.02% | 0.0% | |
| PSX | PHILLIPS 66 | $36 | +24.1% | 300 | 0.0% | 0.02% | +25.0% | |
| PCYO | PURE CYCLE CORP | $36 | -12.2% | 3,750 | 0.0% | 0.02% | -11.8% | |
| DEO | DIAGEO PLCspon adr new | $35 | -14.6% | 236 | 0.0% | 0.02% | -11.8% | |
| HXL | HEXCEL CORP NEW | $33 | -13.2% | 500 | 0.0% | 0.01% | -6.7% | |
| New | ARM HOLDINGS PLCsponsored adr | $32 | – | 600 | +100.0% | 0.01% | – | |
| KMB | Buy | KIMBERLY-CLARK CORP | $33 | +135.7% | 275 | +175.0% | 0.01% | +133.3% |
| ECL | ECOLAB INC | $34 | -8.1% | 200 | 0.0% | 0.01% | -6.7% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $30 | -9.1% | 70 | -6.7% | 0.01% | 0.0% |
| KLAC | KLA CORP | $31 | -6.1% | 68 | 0.0% | 0.01% | 0.0% | |
| GSK PLCsponsored adr | $31 | +3.3% | 846 | 0.0% | 0.01% | +8.3% | ||
| BKNG | Sell | BOOKING HOLDINGS INC | $31 | -42.6% | 10 | -50.0% | 0.01% | -40.9% |
| CAKE | CHEESECAKE FACTORY INC | $31 | -11.4% | 1,012 | 0.0% | 0.01% | -7.1% | |
| CE | CELANESE CORP DEL | $31 | +10.7% | 245 | 0.0% | 0.01% | +18.2% | |
| BP | Buy | BP PLCsponsored adr | $31 | +63.2% | 788 | +46.5% | 0.01% | +62.5% |
| NVO | New | NOVO-NORDISK A Sadr | $28 | – | 305 | +100.0% | 0.01% | – |
| AVGO | BROADCOM INC | $29 | -3.3% | 35 | 0.0% | 0.01% | 0.0% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $29 | -14.7% | 239 | -0.8% | 0.01% | -14.3% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $28 | +3.7% | 1,730 | 0.0% | 0.01% | +9.1% | |
| IEMG | ISHARES INCcore msci emkt | $29 | -3.3% | 618 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $29 | 0.0% | 90 | 0.0% | 0.01% | 0.0% | |
| HWKN | New | HAWKINS INC | $29 | – | 500 | +100.0% | 0.01% | – |
| AOS | SMITH A O CORP | $29 | -9.4% | 435 | 0.0% | 0.01% | -7.7% | |
| BAX | BAXTER INTL INC | $29 | -19.4% | 780 | 0.0% | 0.01% | -20.0% | |
| MRNA | MODERNA INC | $28 | -15.2% | 274 | 0.0% | 0.01% | -7.7% | |
| UL | Buy | UNILEVER PLCspon adr new | $26 | -7.1% | 534 | +0.6% | 0.01% | 0.0% |
| CRAI | New | CRA INTL INC | $25 | – | 250 | +100.0% | 0.01% | – |
| HALO | HALOZYME THERAPEUTICS INC | $27 | +8.0% | 700 | 0.0% | 0.01% | +10.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $25 | +13.6% | 275 | 0.0% | 0.01% | +22.2% | |
| NOG | Sell | NORTHERN OIL &GAS INC | $27 | -3.6% | 676 | -15.8% | 0.01% | 0.0% |
| CAG | CONAGRA BRANDS INC | $27 | -20.6% | 1,000 | 0.0% | 0.01% | -21.4% | |
| XOP | SPDR SER TRs&p oilgas exp | $26 | +13.0% | 175 | 0.0% | 0.01% | +22.2% | |
| KW | Sell | KENNEDY-WILSON HOLDINGS INC | $26 | -10.3% | 1,786 | -0.5% | 0.01% | -8.3% |
| GE HEALTHCARE TECHNOLOGIES I | $27 | -18.2% | 402 | 0.0% | 0.01% | -15.4% | ||
| HPQ | HP INC | $26 | -16.1% | 1,000 | 0.0% | 0.01% | -15.4% | |
| EVOLV TECHNOLOGIES HLDNGS IN | $24 | -20.0% | 5,000 | 0.0% | 0.01% | -16.7% | ||
| SO | Buy | SOUTHERN CO | $23 | +2200.0% | 362 | +2162.5% | 0.01% | – |
| BMY | BRISTOL-MYERS SQUIBB CO | $24 | -11.1% | 418 | 0.0% | 0.01% | -9.1% | |
| PICK | ISHARES INCmsci gbl etf new | $24 | -4.0% | 607 | 0.0% | 0.01% | 0.0% | |
| EA SERIES TRUSTstrive us energy | $24 | +9.1% | 800 | 0.0% | 0.01% | +11.1% | ||
| WING | Buy | WINGSTOP INC | $21 | +5.0% | 114 | +14.0% | 0.01% | +12.5% |
| HLNE | Sell | HAMILTON LANE INCcl a | $21 | +10.5% | 231 | -0.4% | 0.01% | +12.5% |
| SYY | SYSCO CORP | $22 | -12.0% | 336 | 0.0% | 0.01% | -10.0% | |
| D | Sell | DOMINION ENERGY INC | $22 | -31.2% | 499 | -18.1% | 0.01% | -30.8% |
| IUSB | ISHARES TRcore total usd | $22 | -4.3% | 504 | 0.0% | 0.01% | 0.0% | |
| RS | Sell | RELIANCE STEEL &ALUMINUM CO | $22 | -4.3% | 85 | -1.2% | 0.01% | 0.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $22 | -12.0% | 129 | 0.0% | 0.01% | -10.0% | |
| CASY | Sell | CASEYS GEN STORES INC | $21 | +10.5% | 77 | -1.3% | 0.01% | +12.5% |
| GLD | Buy | SPDR GOLD TR | $21 | +162.5% | 120 | +166.7% | 0.01% | +200.0% |
| BA | BOEING CO | $22 | -8.3% | 114 | 0.0% | 0.01% | -10.0% | |
| ENSG | Sell | ENSIGN GROUP INC | $21 | -4.5% | 230 | -0.9% | 0.01% | 0.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $18 | 0.0% | 194 | +4.9% | 0.01% | +14.3% |
| MAR | MARRIOTT INTL INC NEWcl a | $20 | +5.3% | 104 | 0.0% | 0.01% | 0.0% | |
| MTDR | Sell | MATADOR RES CO | $18 | +12.5% | 308 | -0.3% | 0.01% | +33.3% |
| ACA | New | ARCOSA INC | $18 | – | 250 | +100.0% | 0.01% | – |
| AZN | ASTRAZENECA PLCsponsored adr | $20 | -4.8% | 290 | 0.0% | 0.01% | -11.1% | |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $19 | -5.0% | 177 | -0.6% | 0.01% | 0.0% |
| BXP | BOSTON PROPERTIES INC | $18 | +5.9% | 300 | 0.0% | 0.01% | +14.3% | |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $20 | +11.1% | 109 | -0.9% | 0.01% | +14.3% |
| MOO | VANECK ETF TRUSTagribusiness etf | $19 | -5.0% | 246 | 0.0% | 0.01% | 0.0% | |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $19 | +11.8% | 119 | -0.8% | 0.01% | +14.3% |
| CRL | CHARLES RIV LABS INTL INC | $18 | -5.3% | 90 | 0.0% | 0.01% | 0.0% | |
| CHDN | Sell | CHURCHILL DOWNS INC | $18 | -14.3% | 151 | -0.7% | 0.01% | -11.1% |
| CIVITAS RESOURCES INC | $19 | +18.8% | 233 | 0.0% | 0.01% | +33.3% | ||
| CGNX | Sell | COGNEX CORP | $18 | -25.0% | 427 | -0.5% | 0.01% | -20.0% |
| TTEK | Sell | TETRA TECH INC NEW | $18 | -5.3% | 116 | -0.9% | 0.01% | 0.0% |
| DTE | DTE ENERGY CO | $18 | -10.0% | 180 | 0.0% | 0.01% | 0.0% | |
| SXI | STANDEX INTL CORP | $18 | 0.0% | 124 | 0.0% | 0.01% | +14.3% | |
| EHC | Sell | ENCOMPASS HEALTH CORP | $20 | -4.8% | 302 | -0.3% | 0.01% | -11.1% |
| ERF | ENERPLUS CORP | $18 | +28.6% | 1,000 | 0.0% | 0.01% | +33.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $19 | +5.6% | 700 | 0.0% | 0.01% | +14.3% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $20 | -4.8% | 141 | 0.0% | 0.01% | -11.1% | |
| SHELL PLCspon ads | $19 | +5.6% | 300 | 0.0% | 0.01% | +14.3% | ||
| EFA | New | ISHARES TRmsci eafe etf | $18 | – | 255 | +100.0% | 0.01% | – |
| PLPC | New | PREFORMED LINE PRODS CO | $20 | – | 125 | +100.0% | 0.01% | – |
| OAS | Sell | CHORD ENERGY CORPORATION | $20 | +5.3% | 123 | -1.6% | 0.01% | 0.0% |
| KNSL | Sell | KINSALE CAP GROUP INC | $18 | +5.9% | 44 | -2.2% | 0.01% | +14.3% |
| STE | Sell | STERIS PLC | $20 | -4.8% | 91 | -1.1% | 0.01% | -11.1% |
| BC | Sell | BRUNSWICK CORP | $17 | -10.5% | 219 | -1.4% | 0.01% | -12.5% |
| ICLN | ISHARES TRgl clean ene etf | $16 | -20.0% | 1,100 | 0.0% | 0.01% | -12.5% | |
| POWI | Sell | POWER INTEGRATIONS INC | $16 | -20.0% | 205 | -1.4% | 0.01% | -12.5% |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $16 | – | 125 | +100.0% | 0.01% | – |
| CSL | Sell | CARLISLE COS INC | $16 | 0.0% | 62 | -1.6% | 0.01% | +16.7% |
| USPH | Sell | U S PHYSICAL THERAPY | $17 | -22.7% | 180 | -1.1% | 0.01% | -22.2% |
| HOMB | Sell | HOME BANCSHARES INC | $16 | -11.1% | 764 | -1.2% | 0.01% | 0.0% |
| CLIR | CLEARSIGN TECHNOLOGIES CORP | $17 | -19.0% | 15,700 | 0.0% | 0.01% | -22.2% | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $17 | – | 700 | +100.0% | 0.01% | – |
| PRGO | Sell | PERRIGO CO PLC | $16 | -5.9% | 492 | -0.4% | 0.01% | 0.0% |
| GFL | Sell | GFL ENVIRONMENTAL INC | $17 | -19.0% | 543 | -1.1% | 0.01% | -22.2% |
| CNS | Sell | COHEN &STEERS INC | $16 | +6.7% | 254 | -0.4% | 0.01% | +16.7% |
| BWXT | Sell | BWX TECHNOLOGIES INC | $17 | 0.0% | 230 | -1.3% | 0.01% | 0.0% |
| OZK | Sell | BANK OZK LITTLE ROCK ARK | $16 | -11.1% | 443 | -1.3% | 0.01% | 0.0% |
| KLIC | Sell | KULICKE &SOFFA INDS INC | $16 | -20.0% | 338 | -1.2% | 0.01% | -12.5% |
| FDS | FACTSET RESH SYS INC | $16 | +6.7% | 37 | 0.0% | 0.01% | +16.7% | |
| SLB | SCHLUMBERGER LTD | $17 | +21.4% | 293 | 0.0% | 0.01% | +16.7% | |
| LFUS | Sell | LITTELFUSE INC | $16 | -15.8% | 63 | -1.6% | 0.01% | -12.5% |
| NSP | Buy | INSPERITY INC | $17 | 0.0% | 172 | +17.0% | 0.01% | 0.0% |
| SEE | SEALED AIR CORP NEW | $16 | -20.0% | 488 | 0.0% | 0.01% | -12.5% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $16 | -5.9% | 100 | 0.0% | 0.01% | 0.0% | |
| IPAR | Sell | INTER PARFUMS INC | $17 | -15.0% | 126 | -13.7% | 0.01% | -12.5% |
| NDSN | Sell | NORDSON CORP | $16 | -11.1% | 70 | -1.4% | 0.01% | 0.0% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $16 | +6.7% | 110 | +19.6% | 0.01% | +16.7% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $16 | -5.9% | 275 | -2.5% | 0.01% | 0.0% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $17 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $17 | +13.3% | 45 | 0.0% | 0.01% | +16.7% | |
| DLTR | DOLLAR TREE INC | $17 | -26.1% | 162 | 0.0% | 0.01% | -22.2% | |
| RIO | RIO TINTO PLCsponsored adr | $16 | 0.0% | 250 | 0.0% | 0.01% | +16.7% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $14 | – | 100 | +100.0% | 0.01% | – |
| JKHY | HENRY JACK &ASSOC INC | $15 | -11.8% | 102 | 0.0% | 0.01% | -14.3% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $14 | -6.7% | 100 | 0.0% | 0.01% | 0.0% | |
| GL | Sell | GLOBE LIFE INC | $14 | 0.0% | 125 | -0.8% | 0.01% | 0.0% |
| PLD | PROLOGIS INC. | $14 | -6.7% | 125 | 0.0% | 0.01% | 0.0% | |
| EXPI | EXP WORLD HLDGS INC | $15 | -16.7% | 899 | 0.0% | 0.01% | -14.3% | |
| ESI | Sell | ELEMENT SOLUTIONS INC | $13 | 0.0% | 659 | -1.2% | 0.01% | +20.0% |
| HACK | ETF MANAGERS TRprime cybr scrty | $15 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| AL | Sell | AIR LEASE CORPcl a | $15 | -6.2% | 379 | -1.3% | 0.01% | 0.0% |
| POOL | Sell | POOL CORP | $15 | -6.2% | 43 | -2.3% | 0.01% | 0.0% |
| CUBE | CUBESMART | $13 | -13.3% | 346 | 0.0% | 0.01% | 0.0% | |
| TRNO | Sell | TERRENO RLTY CORP | $13 | -7.1% | 237 | -1.2% | 0.01% | 0.0% |
| CCOI | Sell | COGENT COMMUNICATIONS HLDGS | $15 | -6.2% | 239 | -1.2% | 0.01% | 0.0% |
| TRU | Sell | TRANSUNION | $14 | -12.5% | 199 | -0.5% | 0.01% | 0.0% |
| TNL | Sell | TRAVEL PLUS LEISURE CO | $14 | -12.5% | 382 | -1.3% | 0.01% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $13 | – | 258 | +3125.0% | 0.01% | – |
| UFPI | Buy | UFP INDUSTRIES INC | $15 | +50.0% | 143 | +32.4% | 0.01% | +50.0% |
| CHWY | CHEWY INCcl a | $15 | -53.1% | 800 | 0.0% | 0.01% | -53.8% | |
| CPK | Buy | CHESAPEAKE UTILS CORP | $13 | 0.0% | 132 | +20.0% | 0.01% | +20.0% |
| CHE | Sell | CHEMED CORP NEW | $15 | -6.2% | 29 | -3.3% | 0.01% | 0.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $14 | -12.5% | 92 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $15 | -11.8% | 286 | 0.0% | 0.01% | -14.3% | |
| VMI | New | VALMONT INDS INC | $14 | – | 59 | +100.0% | 0.01% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $15 | – | 300 | +100.0% | 0.01% | – |
| CABO | CABLE ONE INC | $14 | -6.7% | 23 | 0.0% | 0.01% | 0.0% | |
| NVS | New | NOVARTIS AGsponsored adr | $13 | – | 125 | +100.0% | 0.01% | – |
| ABM | Sell | ABM INDS INC | $14 | -6.7% | 355 | -1.4% | 0.01% | 0.0% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $15 | -11.8% | 432 | +15.8% | 0.01% | -14.3% |
| MORN | Sell | MORNINGSTAR INC | $15 | +25.0% | 62 | -1.6% | 0.01% | +20.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $13 | -43.5% | 572 | -28.3% | 0.01% | -33.3% |
| LSTR | Sell | LANDSTAR SYS INC | $15 | -25.0% | 83 | -18.6% | 0.01% | -25.0% |
| ALSN | Sell | ALLISON TRANSMISSION HLDGS I | $15 | -11.8% | 256 | -14.4% | 0.01% | -14.3% |
| ATI | New | ATI INC | $13 | – | 314 | +100.0% | 0.01% | – |
| JOBY AVIATION INC | $13 | -38.1% | 2,000 | 0.0% | 0.01% | -33.3% | ||
| KWR | QUAKER HOUGHTON | $13 | -18.8% | 82 | 0.0% | 0.01% | 0.0% | |
| MLN | VANECK ETF TRUSTlong muni etf | $11 | 0.0% | 630 | 0.0% | 0.01% | +25.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $11 | 0.0% | 44 | 0.0% | 0.01% | +25.0% | |
| WIX | WIX COM LTD | $11 | +10.0% | 123 | 0.0% | 0.01% | +25.0% | |
| SSTK | Sell | SHUTTERSTOCK INC | $11 | -21.4% | 280 | -0.7% | 0.01% | -16.7% |
| PKI | REVVITY INC | $11 | -8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| New | INVESCO EXCH TRADED FD TR IIs&p smallcap ene | $11 | – | 190 | +100.0% | 0.01% | – | |
| CMI | CUMMINS INC | $12 | -7.7% | 53 | 0.0% | 0.01% | 0.0% | |
| IGSB | Sell | ISHARES TR | $12 | -92.7% | 250 | -92.4% | 0.01% | -92.5% |
| UNF | UNIFIRST CORP MASS | $12 | 0.0% | 76 | 0.0% | 0.01% | 0.0% | |
| GRMN | GARMIN LTD | $11 | +10.0% | 100 | 0.0% | 0.01% | +25.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $12 | -7.7% | 176 | 0.0% | 0.01% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $11 | -45.0% | 978 | -40.1% | 0.01% | -37.5% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $12 | -67.6% | 1,010 | 0.0% | 0.01% | -66.7% | |
| JCE | NUVEEN CORE EQUITY ALPHA FD | $12 | -7.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $12 | -7.7% | 978 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $12 | 0.0% | 38 | 0.0% | 0.01% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $12 | 0.0% | 1,425 | 0.0% | 0.01% | 0.0% | |
| PB | Sell | PROSPERITY BANCSHARES INC | $12 | 0.0% | 216 | -1.4% | 0.01% | 0.0% |
| DKS | New | DICKS SPORTING GOODS INC | $11 | – | 101 | +100.0% | 0.01% | – |
| HALEON PLCspon ads | $9 | 0.0% | 1,040 | 0.0% | 0.00% | 0.0% | ||
| CI | Buy | THE CIGNA GROUP | $9 | +200.0% | 31 | +210.0% | 0.00% | +300.0% |
| DELL | DELL TECHNOLOGIES INCcl c | $10 | +25.0% | 147 | 0.0% | 0.00% | +33.3% | |
| SUB | ISHARES TRshrt nat mun etf | $9 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| NXRT | Sell | NEXPOINT RESIDENTIAL TR INC | $10 | -33.3% | 320 | -0.9% | 0.00% | -33.3% |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $10 | – | 250 | +100.0% | 0.00% | – |
| BYD | Buy | BOYD GAMING CORP | $9 | -10.0% | 141 | +0.7% | 0.00% | 0.0% |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $10 | -9.1% | 472 | 0.0% | 0.00% | 0.0% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $9 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $10 | -9.1% | 56 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $9 | -10.0% | 14 | 0.0% | 0.00% | 0.0% | |
| FLR | FLUOR CORP NEW | $10 | +25.0% | 268 | 0.0% | 0.00% | +33.3% | |
| New | WISDOMTREE TRartificial intel | $10 | – | 575 | +100.0% | 0.00% | – | |
| MBB | Sell | ISHARES TRmbs etf | $9 | -93.1% | 100 | -92.8% | 0.00% | -92.5% |
| CDW | CDW CORP | $8 | +14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $6 | 0.0% | 52 | 0.0% | 0.00% | +50.0% | |
| CME | CME GROUP INC | $6 | 0.0% | 32 | 0.0% | 0.00% | +50.0% | |
| Sell | DRAFTKINGS INC NEW | $7 | 0.0% | 225 | -18.2% | 0.00% | 0.0% | |
| ENTG | Sell | ENTEGRIS INC | $6 | -68.4% | 61 | -64.5% | 0.00% | -62.5% |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $6 | -14.3% | 180 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $7 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $7 | -22.2% | 143 | 0.0% | 0.00% | -25.0% | |
| EFV | ISHARES TReafe value etf | $6 | 0.0% | 131 | 0.0% | 0.00% | +50.0% | |
| GOVT | ISHARES TRus treas bd etf | $7 | -12.5% | 329 | 0.0% | 0.00% | 0.0% | |
| KKR | KKR &CO INC | $7 | +16.7% | 113 | 0.0% | 0.00% | +50.0% | |
| KHC | New | KRAFT HEINZ CO | $7 | – | 200 | +100.0% | 0.00% | – |
| MAS | MASCO CORP | $8 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $8 | -11.1% | 17 | 0.0% | 0.00% | -25.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $8 | +14.3% | 20 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $7 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER | $6 | +20.0% | 38 | 0.0% | 0.00% | +50.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $7 | -12.5% | 83 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $8 | +14.3% | 10 | 0.0% | 0.00% | 0.0% | |
| TFI | SPDR SER TRnuveen blmbrg mu | $8 | -11.1% | 190 | 0.0% | 0.00% | -25.0% | |
| SGEN | SEAGEN INC | $7 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SEAS | SEAWORLD ENTMT INC | $6 | -14.3% | 124 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $7 | -12.5% | 62 | 0.0% | 0.00% | 0.0% | |
| TTEC | Sell | TTEC HLDGS INC | $7 | -30.0% | 279 | -0.7% | 0.00% | -25.0% |
| UNP | UNION PAC CORP | $8 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $8 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $7 | – | 35 | +100.0% | 0.00% | – |
| WY | WEYERHAEUSER CO MTN BE | $7 | -12.5% | 241 | 0.0% | 0.00% | 0.0% | |
| CPA | COPA HOLDINGS SAcl a | $7 | -22.2% | 78 | 0.0% | 0.00% | -25.0% | |
| GLNG | Buy | GOLAR LNG LTD | $5 | +25.0% | 215 | +1.4% | 0.00% | 0.0% |
| CWENA | CLEARWAY ENERGY INCcl a | $5 | -28.6% | 250 | 0.0% | 0.00% | -33.3% | |
| IHAK | ISHARES TRcybersecurity | $4 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $5 | -16.7% | 60 | 0.0% | 0.00% | 0.0% | |
| SGOV | ISHARES TR0-3 mnth treasry | $5 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $5 | 0.0% | 317 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER L P | $5 | 0.0% | 384 | 0.0% | 0.00% | 0.0% | |
| UI | UBIQUITI INC | $5 | -16.7% | 35 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $5 | -16.7% | 860 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $5 | -16.7% | 41 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC | $4 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $5 | -16.7% | 151 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $5 | -16.7% | 57 | 0.0% | 0.00% | 0.0% | |
| TWI | TITAN INTL INC ILL | $5 | +25.0% | 350 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC | $5 | -16.7% | 54 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $4 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| WAB | Buy | WABTEC | $5 | 0.0% | 46 | +9.5% | 0.00% | 0.0% |
| IWM | ISHARES TRrussell 2000 etf | $4 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CWEN | CLEARWAY ENERGY INCcl c | $5 | -28.6% | 250 | 0.0% | 0.00% | -33.3% | |
| EMN | EASTMAN CHEM CO | $4 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $5 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC | $4 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $5 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC | $4 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $5 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| CANADIAN PACIFIC KANSAS CITY | $4 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | ||
| TRMB | TRIMBLE INC | $4 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| EEMV | ISHARES INCmsci emerg mrkt | $4 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC | $5 | -28.6% | 60 | 0.0% | 0.00% | -33.3% | |
| TFC | TRUIST FINL CORP | $4 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| NPK | New | NATIONAL PRESTO INDS INC | $4 | – | 50 | +100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC | $5 | +25.0% | 90 | 0.0% | 0.00% | 0.0% | |
| EQT | EQT CORP | $4 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $4 | -93.9% | 103 | -93.5% | 0.00% | -92.6% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2 | – | 31 | +100.0% | 0.00% | – |
| CB | CHUBB LIMITED | $2 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $2 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| New | LEE ENTERPRISES INC | $3 | – | 275 | +100.0% | 0.00% | – | |
| XLF | SELECT SECTOR SPDR TRfinancial | $3 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $2 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $2 | 0.0% | 233 | +50.3% | 0.00% | 0.0% |
| NYCB | NEW YORK CMNTY BANCORP INC | $3 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $2 | -33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $3 | -25.0% | 73 | 0.0% | 0.00% | -50.0% | |
| New | RAMACO RES INC | $2 | – | 200 | +100.0% | 0.00% | – | |
| New | RAMACO RES INC | $3 | – | 300 | +100.0% | 0.00% | – | |
| NIO | NIO INCspon ads | $3 | 0.0% | 356 | 0.0% | 0.00% | 0.0% | |
| MIN | MFS INTER INCOME TRsh ben int | $2 | 0.0% | 872 | 0.0% | 0.00% | 0.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $2 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| XPEV | Buy | XPENG INCads | $2 | +100.0% | 90 | +80.0% | 0.00% | – |
| LFMD | LIFEMD INC | $3 | +50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ASML | ASML HOLDING N V | $3 | -25.0% | 5 | 0.0% | 0.00% | -50.0% | |
| DD | DUPONT DE NEMOURS INC | $2 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $3 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC | $2 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $3 | -25.0% | 32 | 0.0% | 0.00% | -50.0% | |
| HES | HESS CORP | $2 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| JBLU | Sell | JETBLUE AWYS CORP | $2 | -84.6% | 500 | -66.7% | 0.00% | -80.0% |
| DXC | DXC TECHNOLOGY CO | $2 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $2 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| USMV | ISHARES TRmsci usa min vol | $2 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $2 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP | $2 | +100.0% | 16 | 0.0% | 0.00% | – | ||
| ESML | Buy | ISHARES TResg aware msci | $2 | 0.0% | 60 | +15.4% | 0.00% | 0.0% |
| OGN | Sell | ORGANON &CO | $2 | 0.0% | 95 | -8.7% | 0.00% | 0.0% |
| PLUG | PLUG POWER INC | $2 | -33.3% | 250 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $3 | -25.0% | 250 | 0.0% | 0.00% | -50.0% | |
| AIG | AMERICAN INTL GROUP INC | $2 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| TLH | ISHARES TR10-20 yr trs etf | $2 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $3 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| HAIL | SPDR SER TRs&p kensho smart | $2 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $2 | -93.1% | 37 | -94.5% | 0.00% | -91.7% |
| AMBA | AMBARELLA INC | $3 | -25.0% | 52 | 0.0% | 0.00% | -50.0% | |
| EMB | New | ISHARES TRjpmorgan usd emg | $3 | – | 31 | +100.0% | 0.00% | – |
| IYW | Sell | ISHARES TRu.s. tech etf | $3 | -95.8% | 28 | -95.7% | 0.00% | -96.6% |
| New | PROFRAC HLDG CORP | $3 | – | 300 | +100.0% | 0.00% | – | |
| VFC | V F CORP | $2 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $2 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MLCO | Sell | MELCO RESORTS AND ENTMNT LTDadr | $2 | -60.0% | 250 | -37.5% | 0.00% | -50.0% |
| IONS | IONIS PHARMACEUTICALS INC | $3 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP | $2 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| BURL | BURLINGTON STORES INC | $3 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $2 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $2 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $2 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| TITN | TITAN MACHY INC | $1 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CLX | CLOROX CO DEL | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| TRV | TRAVELERS COMPANIES INC | $1 | -50.0% | 9 | 0.0% | 0.00% | -100.0% | |
| TWLO | TWILIO INCcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $1 | 0.0% | 220 | 0.0% | 0.00% | – | |
| USB | US BANCORP DEL | $0 | – | 11 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC | $0 | -100.0% | 6 | -98.8% | 0.00% | -100.0% |
| CNP | CENTERPOINT ENERGY INC | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
| CVE | CENOVUS ENERGY INC | $1 | 0.0% | 41 | 0.0% | 0.00% | – | |
| USFD | US FOODS HLDG CORP | $1 | 0.0% | 24 | 0.0% | 0.00% | – | |
| CELH | CELSIUS HLDGS INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| CARG | CARGURUS INC | $1 | 0.0% | 64 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | – | 8 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| HLX | Exit | HELIX ENERGY SOLUTIONS GRP I | $0 | – | -25 | -100.0% | 0.00% | – |
| CBRE | CBRE GROUP INCcl a | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1 | -96.3% | 8 | -96.9% | 0.00% | -100.0% |
| VEEV | VEEVA SYS INC | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| HRB | BLOCK H &R INC | $1 | 0.0% | 33 | 0.0% | 0.00% | – | |
| VB | VANGUARD INDEX FDSsmall cp etf | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| UUP | Exit | INVESCO DB US DLR INDEX TRbullish fd | $0 | – | -21 | -100.0% | 0.00% | – |
| BGY | BLACKROCK ENHANCED INTL DIV | $1 | 0.0% | 275 | 0.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| VRTX | VERTEX PHARMACEUTICALS INC | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VRT | VERTIV HOLDINGS CO | $1 | – | 19 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $1 | -50.0% | 135 | 0.0% | 0.00% | -100.0% | |
| BK | BANK NEW YORK MELLON CORP | $1 | 0.0% | 28 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 67 | 0.0% | 0.00% | – | |
| WMG | WARNER MUSIC GROUP CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| ADSK | AUTODESK INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| META | Exit | LISTED FD TRroundhill ball | $0 | – | -35 | -100.0% | 0.00% | – |
| ANTM | ELEVANCE HEALTH INC | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| XPERI INC | $0 | – | 17 | 0.0% | 0.00% | – | ||
| APH | AMPHENOL CORP NEWcl a | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| AMWL | AMERICAN WELL CORPcl a | $0 | – | 157 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD | $1 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| NFLX | NETFLIX INC | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $1 | 0.0% | 51 | 0.0% | 0.00% | – | ||
| KOS | KOSMOS ENERGY LTD | $0 | – | 51 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | 7 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
| NOC | NORTHROP GRUMMAN CORP | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| NLOK | GEN DIGITAL INC | $1 | 0.0% | 32 | 0.0% | 0.00% | – | |
| JD | JD.COM INCspon adr cl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $1 | 0.0% | 14 | +16.7% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP | $1 | 0.0% | 15 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| ON | ON SEMICONDUCTOR CORP | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| OTEX | OPEN TEXT CORP | $0 | -100.0% | 13 | 0.0% | 0.00% | – | |
| OPK | OPKO HEALTH INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1 | 0.0% | 15 | +25.0% | 0.00% | – |
| OSK | OSHKOSH CORP | $1 | 0.0% | 11 | 0.0% | 0.00% | – | |
| OVV | OVINTIV INC | $1 | – | 11 | 0.0% | 0.00% | – | |
| FALN | ISHARES TRfaln angls usd | $1 | 0.0% | 44 | 0.0% | 0.00% | – | |
| ICVT | ISHARES TRconv bd etf | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| PANW | PALO ALTO NETWORKS INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| ESGE | Buy | ISHARES INCesg awr msci em | $0 | – | 16 | +14.3% | 0.00% | – |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $1 | 0.0% | 28 | 0.0% | 0.00% | – | |
| New | PHINIA INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| IEI | ISHARES TR3 7 yr treas bd | $0 | – | 2 | 0.0% | 0.00% | – | |
| PBI | PITNEY BOWES INC | $1 | -50.0% | 451 | 0.0% | 0.00% | -100.0% | |
| POR | PORTLAND GEN ELEC CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| QCOM | QUALCOMM INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | 5 | 0.0% | 0.00% | – | |
| RH | RH | $0 | – | 1 | 0.0% | 0.00% | – | |
| IDXX | IDEXX LABS INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| ITT | ITT INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| RBC | REGAL REXNORD CORPORATION | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $0 | – | 25 | 0.0% | 0.00% | – | |
| HLT | HILTON WORLDWIDE HLDGS INC | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $1 | 0.0% | 8 | 0.0% | 0.00% | – | |
| HEIA | HEICO CORP NEWcl a | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| HAGERTY INC | $1 | -50.0% | 175 | 0.0% | 0.00% | -100.0% | ||
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| GERN | GERON CORP | $1 | 0.0% | 300 | 0.0% | 0.00% | – | |
| IT | GARTNER INC | $1 | 0.0% | 2 | 0.0% | 0.00% | – | |
| AJG | GALLAGHER ARTHUR J &CO | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| FTNT | FORTINET INC | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| FORESIGHT AUTONOMOUS HLDGS Lsponsored adr | $0 | – | 50 | 0.0% | 0.00% | – | ||
| FIVE | FIVE BELOW INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| SNY | SANOFIsponsored adr | $1 | 0.0% | 25 | 0.0% | 0.00% | – | |
| SAP | SAP SEspon adr | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP | $0 | – | 12 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC | $1 | 0.0% | 16 | 0.0% | 0.00% | – | |
| EQNR | EQUINOR ASAsponsored adr | $1 | – | 17 | 0.0% | 0.00% | – | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | 7 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $1 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SE | SEA LTDsponsord ads | $0 | – | 6 | 0.0% | 0.00% | – | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 1 | 0.0% | 0.00% | – | |
| ENERGY FOCUS INC | $0 | – | 20 | 0.0% | 0.00% | – | ||
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | 1 | 0.0% | 0.00% | – | |
| ASPEN TECHNOLOGY INC | $0 | – | 2 | 0.0% | 0.00% | – | ||
| SHW | SHERWIN WILLIAMS CO | $1 | 0.0% | 4 | 0.0% | 0.00% | – | |
| SWAV | SHOCKWAVE MED INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SPG | SIMON PPTY GROUP INC NEW | $0 | – | 3 | 0.0% | 0.00% | – | |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $1 | -66.7% | 300 | -64.7% | 0.00% | -100.0% |
| SJM | New | SMUCKER J M CO | $1 | – | 12 | +100.0% | 0.00% | – |
| IPAY | ETF MANAGERS TRprime mobile pay | $0 | – | 8 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $1 | -50.0% | 165 | 0.0% | 0.00% | -100.0% | |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $0 | -100.0% | 50 | -50.0% | 0.00% | – |
| SPB | SPECTRUM BRANDS HLDGS INC NE | $1 | 0.0% | 9 | 0.0% | 0.00% | – | |
| EOG | EOG RES INC | $1 | – | 4 | 0.0% | 0.00% | – | |
| SFIX | STITCH FIX INC | $1 | 0.0% | 200 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $1 | 0.0% | 3 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $1 | 0.0% | 30 | 0.0% | 0.00% | – | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | 3 | 0.0% | 0.00% | – | |
| CFR | CULLEN FROST BANKERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1 | 0.0% | 107 | 0.0% | 0.00% | – | |
| CROX | CROCS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| COIN | COINBASE GLOBAL INC | $1 | 0.0% | 17 | 0.0% | 0.00% | – | |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| GLOBALFOUNDRIES INCordinary shares | $0 | – | 7 | 0.0% | 0.00% | – | ||
| IVZ | INVESCO LTD | $0 | – | 20 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLCspons adr new | $0 | – | 100 | 0.0% | 0.00% | – | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | 3 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC | $1 | 0.0% | 13 | 0.0% | 0.00% | – | |
| AMG | AFFILIATED MANAGERS GROUP IN | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| ADEIA INC | $0 | – | 43 | 0.0% | 0.00% | – | ||
| AYI | ACUITY BRANDS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | $1 | 0.0% | 128 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $0 | – | 12 | 0.0% | 0.00% | – | |
| AES | AES CORP | $0 | – | 21 | 0.0% | 0.00% | – | |
| Exit | SYLVAMO CORP | $0 | – | -18 | -100.0% | 0.00% | – | |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| MMS | MAXIMUS INC | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| MMC | MARSH &MCLENNAN COS INC | $1 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MARA | MARATHON DIGITAL HOLDINGS IN | $0 | – | 25 | 0.0% | 0.00% | – | |
| MTB | M &T BK CORP | $1 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY INC | $1 | 0.0% | 12 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| MCO | MOODYS CORP | $1 | -50.0% | 4 | 0.0% | 0.00% | -100.0% | |
| MS | Buy | MORGAN STANLEY | $1 | – | 13 | +160.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $1 | -50.0% | 775 | 0.0% | 0.00% | -100.0% | |
| BETZ | LISTED FD TRroundhill sports | $1 | 0.0% | 62 | 0.0% | 0.00% | – | |
| AWK | AMERICAN WTR WKS CO INC NEW | $1 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | – | 7 | 0.0% | 0.00% | – | |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -101 | -100.0% | -0.00% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -50 | -100.0% | -0.00% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -56 | -100.0% | -0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -324 | -100.0% | -0.00% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -117 | -100.0% | -0.00% | – |
| FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -90 | -100.0% | -0.00% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -105 | -100.0% | -0.00% | – |
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -432 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -64 | -100.0% | -0.00% | – |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -2,000 | -100.0% | -0.00% | – |
| FFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $0 | – | -218 | -100.0% | -0.00% | – |
| PSCE | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp engy | $0 | – | -950 | -100.0% | -0.00% | – |
| MNRO | Exit | MONRO INC | $0 | – | -289 | -100.0% | -0.01% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -270 | -100.0% | -0.01% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -564 | -100.0% | -0.01% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -493 | -100.0% | -0.01% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -479 | -100.0% | -0.01% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -700 | -100.0% | -0.01% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -60 | -100.0% | -0.01% | – |
| IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -543 | -100.0% | -0.02% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -320 | -100.0% | -0.02% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -261 | -100.0% | -0.02% | – |
| IGN | Exit | ISHARES TRna tec multm etf | $0 | – | -745 | -100.0% | -0.02% | – |
| IYT | Exit | ISHARES TRus trsprtion | $0 | – | -223 | -100.0% | -0.02% | – |
| IYM | Exit | ISHARES TRu.s. bas mtl etf | $0 | – | -422 | -100.0% | -0.02% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -544 | -100.0% | -0.02% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -165 | -100.0% | -0.03% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -1,622 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 18.0% |
| ISHARES TR | 24 | Q3 2023 | 13.1% |
| ISHARES TR | 24 | Q3 2023 | 13.4% |
| ISHARES TR | 24 | Q3 2023 | 13.2% |
| ISHARES TR | 24 | Q3 2023 | 16.9% |
| ISHARES TR | 24 | Q3 2023 | 18.1% |
| ISHARES TR | 24 | Q3 2023 | 17.6% |
| ISHARES TR | 24 | Q3 2023 | 6.1% |
| ISHARES TR | 24 | Q3 2023 | 6.1% |
| MICROSOFT CORP | 24 | Q3 2023 | 3.1% |
View Centerpoint Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-25 |
View Centerpoint Advisors, 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.