$944 Million is the total value of BALDWIN BROTHERS LLC/MA's 776 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 18.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $68,795,000 | +1.5% | 393,994 | +3.2% | 7.29% | +7.6% |
MSFT | Buy | MICROSOFT CORP | $63,432,000 | -6.5% | 205,741 | +2.0% | 6.72% | -1.0% |
AMZN | Buy | AMAZON COM INC | $51,595,000 | +2.7% | 15,827 | +5.1% | 5.47% | +8.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $47,147,000 | -2.9% | 16,951 | +1.2% | 5.00% | +2.9% |
TIP | Buy | ISHARES TRtips bd etf | $41,548,000 | -2.0% | 333,531 | +1.6% | 4.40% | +3.8% |
COST | Sell | COSTCO WHSL CORP NEW | $32,963,000 | +0.1% | 57,241 | -1.4% | 3.49% | +6.0% |
BX | Buy | BLACKSTONE GROUP INC | $30,728,000 | +3.4% | 242,064 | +5.4% | 3.26% | +9.6% |
NEE | Buy | NEXTERA ENERGY INC | $25,767,000 | -6.0% | 304,177 | +3.6% | 2.73% | -0.4% |
V | Buy | VISA INC | $23,557,000 | +5.5% | 106,217 | +3.1% | 2.50% | +11.8% |
ACN | Buy | ACCENTURE PLC IRELAND | $21,596,000 | -17.1% | 64,038 | +2.0% | 2.29% | -12.1% |
UNP | Buy | UNION PAC CORP | $19,106,000 | +9.0% | 69,930 | +0.5% | 2.02% | +15.5% |
WM | Buy | WASTE MGMT INC DEL | $18,805,000 | -4.6% | 118,645 | +0.4% | 1.99% | +1.1% |
PEP | Sell | PEPSICO INC | $17,173,000 | -5.5% | 102,603 | -1.9% | 1.82% | +0.1% |
FRC | Buy | FIRST REP BK SAN FRANCISCO C | $16,786,000 | -21.3% | 103,554 | +0.2% | 1.78% | -16.6% |
DHR | Buy | DANAHER CORPORATION | $16,252,000 | -10.6% | 55,408 | +0.3% | 1.72% | -5.3% |
TGT | Sell | TARGET CORP | $15,990,000 | -9.2% | 75,348 | -1.0% | 1.70% | -3.8% |
GLD | Buy | SPDR GOLD TR | $15,606,000 | +6.5% | 86,389 | +0.8% | 1.65% | +12.8% |
MRK | Buy | MERCK & CO. INC | $15,414,000 | +8.7% | 187,853 | +1.5% | 1.63% | +15.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $15,392,000 | -6.5% | 328,755 | +0.6% | 1.63% | -0.9% |
PNC | Buy | PNC FINL SVCS GROUP INC | $15,360,000 | +13.4% | 83,274 | +23.3% | 1.63% | +20.2% |
HUM | Sell | HUMANA INC | $14,821,000 | -6.9% | 34,057 | -0.8% | 1.57% | -1.4% |
PYPL | Buy | PAYPAL HLDGS INC | $13,663,000 | -38.5% | 118,150 | +0.4% | 1.45% | -34.8% |
ZTS | Buy | ZOETIS INCcl a | $13,275,000 | -15.9% | 70,390 | +8.8% | 1.41% | -10.9% |
SBUX | Sell | STARBUCKS CORP | $13,244,000 | -22.3% | 145,590 | -0.1% | 1.40% | -17.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $12,532,000 | +2.7% | 246,002 | +4.8% | 1.33% | +8.9% |
MDT | Sell | MEDTRONIC PLC | $12,379,000 | +6.1% | 111,573 | -1.1% | 1.31% | +12.4% |
PLD | Buy | PROLOGIS INC. | $11,437,000 | +42.2% | 70,826 | +48.2% | 1.21% | +50.6% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $11,258,000 | +4.2% | 64,481 | +1.3% | 1.19% | +10.5% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $10,868,000 | -19.8% | 23,854 | -0.1% | 1.15% | -15.0% |
HON | Buy | HONEYWELL INTL INC | $10,609,000 | -2.3% | 54,521 | +4.7% | 1.12% | +3.5% |
GRMN | Buy | GARMIN LTD | $9,563,000 | -12.4% | 80,623 | +0.6% | 1.01% | -7.1% |
GOOG | Buy | ALPHABET INCcap stk cl c | $8,421,000 | +0.6% | 3,015 | +4.2% | 0.89% | +6.6% |
XYL | Sell | XYLEM INC | $8,277,000 | -29.2% | 97,074 | -0.4% | 0.88% | -25.0% |
JPM | Buy | JPMORGAN CHASE & CO | $8,071,000 | -3.1% | 59,210 | +12.5% | 0.86% | +2.6% |
IVV | Sell | ISHARES TRcore s&p500 etf | $7,898,000 | -4.9% | 17,409 | -0.1% | 0.84% | +0.7% |
LDP | Sell | COHEN & STEERS LTD DURATION | $7,321,000 | -13.5% | 319,421 | -0.0% | 0.78% | -8.3% |
BAC | Buy | BK OF AMERICA CORP | $6,857,000 | +0.5% | 166,352 | +8.5% | 0.73% | +6.4% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $6,848,000 | +13.4% | 38,964 | +6.6% | 0.73% | +20.2% |
EL | Buy | LAUDER ESTEE COS INCcl a | $6,793,000 | -14.5% | 24,947 | +16.2% | 0.72% | -9.4% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $6,733,000 | +17.6% | 260,879 | +0.0% | 0.71% | +24.6% |
MSCI | Buy | MSCI INC | $6,473,000 | -12.7% | 12,871 | +6.3% | 0.69% | -7.5% |
JNJ | Buy | JOHNSON & JOHNSON | $6,387,000 | +6.7% | 36,036 | +3.0% | 0.68% | +13.0% |
CF | New | CF INDS HLDGS INC | $6,210,000 | – | 60,259 | +100.0% | 0.66% | – |
EXP | Buy | EAGLE MATLS INC | $6,193,000 | -12.5% | 48,247 | +13.4% | 0.66% | -7.3% |
ADI | Sell | ANALOG DEVICES INC | $4,558,000 | -19.0% | 27,598 | -13.7% | 0.48% | -14.2% |
XOM | Buy | EXXON MOBIL CORP | $3,276,000 | +35.4% | 39,660 | +0.3% | 0.35% | +43.4% |
CVX | Buy | CHEVRON CORP NEW | $3,140,000 | +45.3% | 19,284 | +4.7% | 0.33% | +54.2% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,904,000 | +30.9% | 8,229 | +10.8% | 0.31% | +38.7% |
URI | Sell | UNITED RENTALS INC | $2,896,000 | +6.7% | 8,154 | -0.2% | 0.31% | +13.3% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,853,000 | -0.8% | 6,318 | +4.3% | 0.30% | +4.9% |
PFE | Buy | PFIZER INC | $2,721,000 | +25.4% | 52,552 | +43.0% | 0.29% | +32.7% |
GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $2,593,000 | +92.8% | 25,947 | +93.0% | 0.28% | +103.7% |
A | Sell | AGILENT TECHNOLOGIES INC | $2,585,000 | -23.3% | 19,531 | -7.5% | 0.27% | -18.7% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,530,000 | -5.1% | 4,283 | +7.2% | 0.27% | +0.4% |
IDXX | Sell | IDEXX LABS INC | $2,410,000 | -29.7% | 4,406 | -15.4% | 0.26% | -25.7% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,291,000 | -57.6% | 28,798 | -54.8% | 0.24% | -55.0% |
AXSM | Buy | AXSOME THERAPEUTICS INC | $2,270,000 | +43.6% | 54,845 | +31.1% | 0.24% | +52.5% |
TSLA | Sell | TESLA INC | $2,171,000 | +1.3% | 2,015 | -0.7% | 0.23% | +7.5% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $2,141,000 | +5.5% | 43,640 | -0.1% | 0.23% | +11.8% |
ABBV | Buy | ABBVIE INC | $2,084,000 | +204.7% | 12,855 | +154.3% | 0.22% | +225.0% |
CVS | Buy | CVS HEALTH CORP | $1,749,000 | +7.5% | 17,279 | +9.5% | 0.18% | +13.5% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,711,000 | -0.2% | 7,980 | -0.2% | 0.18% | +5.8% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,703,000 | +44.3% | 3,339 | +42.1% | 0.18% | +52.5% |
DIS | Buy | DISNEY WALT CO | $1,671,000 | +3.0% | 12,180 | +16.3% | 0.18% | +9.3% |
ROP | Sell | ROPER TECHNOLOGIES INC | $1,662,000 | -4.2% | 3,520 | -0.2% | 0.18% | +1.7% |
SPGI | Buy | S&P GLOBAL INC | $1,458,000 | +20.9% | 3,555 | +39.1% | 0.16% | +28.1% |
BMO | New | BANK MONTREAL QUE | $1,368,000 | – | 11,600 | +100.0% | 0.14% | – |
HD | Buy | HOME DEPOT INC | $1,361,000 | -7.2% | 4,548 | +28.7% | 0.14% | -2.0% |
FB | Sell | FACEBOOK INCcl a | $1,346,000 | -38.8% | 6,055 | -7.4% | 0.14% | -35.0% |
EMR | Sell | EMERSON ELEC CO | $1,300,000 | -8.4% | 13,259 | -13.1% | 0.14% | -2.8% |
CNI | CANADIAN NATL RY CO | $1,263,000 | +9.3% | 9,412 | 0.0% | 0.13% | +15.5% | |
NVDA | Buy | NVIDIA CORPORATION | $1,237,000 | +29.1% | 4,532 | +39.2% | 0.13% | +36.5% |
PRU | New | PRUDENTIAL FINL INC | $1,205,000 | – | 10,200 | +100.0% | 0.13% | – |
TD | Sell | TORONTO DOMINION BK ONT | $1,114,000 | +3.2% | 14,033 | -0.3% | 0.12% | +9.3% |
MMM | Sell | 3M CO | $1,098,000 | -18.3% | 7,370 | -2.6% | 0.12% | -13.4% |
BNS | New | BANK NOVA SCOTIA B C | $1,061,000 | – | 14,800 | +100.0% | 0.11% | – |
PG | Buy | PROCTER AND GAMBLE CO | $1,019,000 | -5.1% | 6,667 | +1.5% | 0.11% | +0.9% |
TRGP | Buy | TARGA RES CORP | $979,000 | +97.8% | 12,968 | +37.0% | 0.10% | +108.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $929,000 | -5.3% | 7,144 | -2.7% | 0.10% | 0.0% |
ECL | Sell | ECOLAB INC | $908,000 | -92.6% | 5,141 | -90.2% | 0.10% | -92.2% |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $892,000 | -5.6% | 5,500 | 0.0% | 0.10% | 0.0% | |
PACW | Buy | GREAT WESTN NATL BK PORTLAND | $881,000 | +87.0% | 20,418 | +96.0% | 0.09% | +97.9% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $842,000 | +24.0% | 17,900 | +28.8% | 0.09% | +30.9% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $811,000 | -5.6% | 1,654 | -0.3% | 0.09% | 0.0% |
CG | CARLYLE GROUP INC | $778,000 | -10.9% | 15,900 | 0.0% | 0.08% | -5.7% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $768,000 | -3.4% | 7,367 | +11.6% | 0.08% | +1.2% |
GSBD | GOLDMAN SACHS BDC INC | $753,000 | +2.3% | 38,407 | 0.0% | 0.08% | +8.1% | |
AWK | AMERICAN WTR WKS CO INC NEW | $755,000 | -12.3% | 4,561 | 0.0% | 0.08% | -7.0% | |
ET | ENERGY TRANSFER LP | $740,000 | +36.0% | 66,105 | 0.0% | 0.08% | +44.4% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $731,000 | +11.6% | 2,046 | +12.4% | 0.08% | +16.7% |
MSI | MOTOROLA SOLUTIONS INC | $712,000 | -10.9% | 2,941 | 0.0% | 0.08% | -6.2% | |
WFC | Buy | WELLS FARGO CO NEW | $712,000 | +53.1% | 14,700 | +51.5% | 0.08% | +59.6% |
INTU | Sell | INTUIT | $701,000 | -30.0% | 1,458 | -6.4% | 0.07% | -26.0% |
CHD | Sell | CHURCH & DWIGHT INC | $687,000 | -12.3% | 6,920 | -9.4% | 0.07% | -6.4% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $670,000 | +21.8% | 2,495 | +28.4% | 0.07% | +29.1% |
REGN | Sell | REGENERON PHARMACEUTICALS | $661,000 | -92.3% | 947 | -93.0% | 0.07% | -91.9% |
HTA | Sell | HEALTHCARE TR AMER INCcl a new | $652,000 | -7.6% | 20,804 | -1.5% | 0.07% | -2.8% |
KMB | KIMBERLY-CLARK CORP | $643,000 | -13.8% | 5,220 | 0.0% | 0.07% | -9.3% | |
HLIO | HELIOS TECHNOLOGIES INC | $636,000 | -23.7% | 7,926 | 0.0% | 0.07% | -19.3% | |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $632,000 | -21.4% | 460 | -3.0% | 0.07% | -16.2% |
INTC | Buy | INTEL CORP | $612,000 | -2.1% | 12,353 | +1.8% | 0.06% | +3.2% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $613,000 | -10.8% | 13,292 | -4.3% | 0.06% | -5.8% |
ISRG | Buy | INTUITIVE SURGICAL INC | $593,000 | +10.0% | 1,963 | +30.9% | 0.06% | +16.7% |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $566,000 | +0.9% | 7,012 | 0.0% | 0.06% | +7.1% | |
CTLT | CATALENT INC | $562,000 | -13.4% | 5,072 | 0.0% | 0.06% | -7.7% | |
TRV | TRAVELERS COMPANIES INC | $558,000 | +16.7% | 3,055 | 0.0% | 0.06% | +22.9% | |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $556,000 | -7.5% | 11,582 | -1.6% | 0.06% | -1.7% |
HASI | Sell | HANNON ARMSTRONG SUST INFR C | $555,000 | -15.3% | 11,702 | -5.0% | 0.06% | -10.6% |
ABT | Sell | ABBOTT LABS | $561,000 | -17.3% | 4,743 | -1.5% | 0.06% | -13.2% |
ORCL | Sell | ORACLE CORP | $547,000 | -8.7% | 6,615 | -3.6% | 0.06% | -3.3% |
AMT | AMERICAN TOWER CORP NEW | $535,000 | -14.1% | 2,129 | 0.0% | 0.06% | -8.1% | |
SO | SOUTHERN CO | $534,000 | +5.7% | 7,367 | 0.0% | 0.06% | +11.8% | |
AMGN | Sell | AMGEN INC | $534,000 | -31.6% | 2,210 | -36.3% | 0.06% | -26.9% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.06% | +24.4% | |
EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $522,000 | +0.8% | 7,627 | +7.8% | 0.06% | +5.8% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $512,000 | -2.5% | 1,412 | +7.0% | 0.05% | +1.9% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $512,000 | -9.5% | 2,770 | 0.0% | 0.05% | -5.3% | |
VIS | VANGUARD WORLD FDSindustrial etf | $502,000 | -4.2% | 2,583 | 0.0% | 0.05% | +1.9% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $501,000 | -1.8% | 2,850 | 0.0% | 0.05% | +3.9% | |
AMD | ADVANCED MICRO DEVICES INC | $493,000 | -24.0% | 4,512 | 0.0% | 0.05% | -20.0% | |
PM | PHILIP MORRIS INTL INC | $495,000 | -1.2% | 5,271 | 0.0% | 0.05% | +4.0% | |
IJR | Sell | ISHARES TRcore s&p scp etf | $478,000 | -8.3% | 4,429 | -2.6% | 0.05% | -1.9% |
FISV | Sell | FISERV INC | $478,000 | -11.0% | 4,712 | -8.9% | 0.05% | -5.6% |
MO | ALTRIA GROUP INC | $475,000 | +10.2% | 9,100 | 0.0% | 0.05% | +16.3% | |
CRM | Buy | SALESFORCE COM INC | $472,000 | +20.4% | 2,222 | +44.1% | 0.05% | +28.2% |
GLP | Sell | GLOBAL PARTNERS LP | $470,000 | +14.4% | 17,250 | -1.4% | 0.05% | +22.0% |
AVGO | BROADCOM INC | $474,000 | -5.2% | 752 | 0.0% | 0.05% | 0.0% | |
IWP | Buy | ISHARES TRrus md cp gr etf | $468,000 | -2.5% | 4,659 | +11.8% | 0.05% | +4.2% |
MKC | Sell | MCCORMICK & CO INC | $475,000 | -40.2% | 4,763 | -42.0% | 0.05% | -36.7% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $474,000 | +14.5% | 4,783 | -0.5% | 0.05% | +22.0% |
LOW | LOWES COS INC | $458,000 | -21.7% | 2,262 | 0.0% | 0.05% | -16.9% | |
IWR | Sell | ISHARES TRrus mid cap etf | $453,000 | -6.8% | 5,807 | -0.8% | 0.05% | -2.0% |
COP | CONOCOPHILLIPS | $452,000 | +38.2% | 4,524 | 0.0% | 0.05% | +45.5% | |
UBER | Buy | UBER TECHNOLOGIES INC | $433,000 | +69.8% | 12,137 | +99.4% | 0.05% | +76.9% |
HCA | Sell | HCA HEALTHCARE INC | $426,000 | -24.6% | 1,700 | -22.7% | 0.04% | -21.1% |
SUN | SUNOCO LP/SUNOCO FIN CORP | $429,000 | 0.0% | 10,500 | 0.0% | 0.04% | +4.7% | |
IWM | Buy | ISHARES TRrussell 2000 etf | $407,000 | -6.4% | 1,982 | +1.3% | 0.04% | -2.3% |
FAST | FASTENAL CO | $398,000 | -7.2% | 6,700 | 0.0% | 0.04% | -2.3% | |
APD | Buy | AIR PRODS & CHEMS INC | $393,000 | -9.2% | 1,574 | +10.5% | 0.04% | -2.3% |
SWK | STANLEY BLACK & DECKER INC | $382,000 | -26.0% | 2,734 | 0.0% | 0.04% | -23.1% | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $380,000 | -95.7% | 2,875 | -95.6% | 0.04% | -95.5% |
TROW | Buy | PRICE T ROWE GROUP INC | $373,000 | -21.0% | 2,467 | +2.8% | 0.04% | -14.9% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $379,000 | -9.1% | 3,482 | -0.9% | 0.04% | -4.8% |
MCD | Buy | MCDONALDS CORP | $372,000 | +1.6% | 1,508 | +10.2% | 0.04% | +5.4% |
MDB | Buy | MONGODB INCcl a | $362,000 | -8.8% | 815 | +8.7% | 0.04% | -5.0% |
MPLX | MPLX LP | $358,000 | +12.2% | 10,796 | 0.0% | 0.04% | +18.8% | |
SHOP | Buy | SHOPIFY INCcl a | $358,000 | -37.4% | 530 | +27.7% | 0.04% | -33.3% |
IRT | Sell | INDEPENDENCE RLTY TR INC | $363,000 | -48.1% | 13,726 | -49.4% | 0.04% | -45.7% |
CLX | CLOROX CO DEL | $361,000 | -20.5% | 2,600 | 0.0% | 0.04% | -15.6% | |
TTD | Buy | THE TRADE DESK INC | $352,000 | -23.1% | 5,090 | +1.8% | 0.04% | -19.6% |
SNPS | Buy | SYNOPSYS INC | $347,000 | +8575.0% | 1,040 | +10300.0% | 0.04% | – |
DXCM | DEXCOM INC | $348,000 | -4.9% | 681 | 0.0% | 0.04% | 0.0% | |
KLAC | Buy | KLA CORP | $335,000 | +17.1% | 915 | +37.6% | 0.04% | +24.1% |
TT | Buy | TRANE TECHNOLOGIES PLC | $342,000 | +87.9% | 2,241 | +148.7% | 0.04% | +100.0% |
WES | WESTERN MIDSTREAM PARTNERS L | $338,000 | +13.4% | 13,388 | 0.0% | 0.04% | +20.0% | |
CTAS | New | CINTAS CORP | $332,000 | – | 780 | +100.0% | 0.04% | – |
PGR | PROGRESSIVE CORP | $328,000 | +11.2% | 2,878 | 0.0% | 0.04% | +16.7% | |
IWF | ISHARES TRrus 1000 grw etf | $318,000 | -9.1% | 1,144 | 0.0% | 0.03% | -2.9% | |
IVE | ISHARES TRs&p 500 val etf | $324,000 | -0.6% | 2,081 | 0.0% | 0.03% | +3.0% | |
NVO | Sell | NOVO-NORDISK A Sadr | $309,000 | -4.6% | 2,783 | -3.9% | 0.03% | +3.1% |
EBC | EASTERN BANKSHARES INC | $302,000 | +7.1% | 14,000 | 0.0% | 0.03% | +14.3% | |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $300,000 | -49.9% | 1,900 | -34.5% | 0.03% | -46.7% |
SNV | Buy | SYNOVUS FINL CORP | $302,000 | +190.4% | 6,171 | +184.2% | 0.03% | +220.0% |
XAIR | Buy | BEYOND AIR INC | $304,000 | -20.4% | 45,500 | +12.3% | 0.03% | -15.8% |
HUBS | Buy | HUBSPOT INC | $290,000 | -26.6% | 610 | +1.7% | 0.03% | -22.5% |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $294,000 | +14.8% | 27,359 | 0.0% | 0.03% | +19.2% | |
NFLX | Buy | NETFLIX INC | $290,000 | -0.3% | 775 | +60.5% | 0.03% | +6.9% |
ZS | Buy | ZSCALER INC | $297,000 | -7.5% | 1,230 | +23.0% | 0.03% | -3.1% |
BLD | Sell | TOPBUILD CORP | $290,000 | -49.9% | 1,600 | -23.8% | 0.03% | -46.6% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $275,000 | +20.6% | 1,215 | +9.0% | 0.03% | +26.1% |
DE | Buy | DEERE & CO | $275,000 | +167.0% | 660 | +120.0% | 0.03% | +190.0% |
NOW | SERVICENOW INC | $278,000 | -14.5% | 500 | 0.0% | 0.03% | -12.1% | |
PSF | COHEN & STEERS SELECT PFD & | $277,000 | -14.0% | 12,000 | 0.0% | 0.03% | -9.4% | |
APH | Sell | AMPHENOL CORP NEWcl a | $271,000 | -44.7% | 3,600 | -35.7% | 0.03% | -40.8% |
MCO | MOODYS CORP | $275,000 | -13.5% | 815 | 0.0% | 0.03% | -9.4% | |
NSC | Sell | NORFOLK SOUTHN CORP | $263,000 | -13.8% | 920 | -10.2% | 0.03% | -9.7% |
SIVB | Buy | SVB FINANCIAL GROUP | $266,000 | -15.6% | 475 | +2.2% | 0.03% | -12.5% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $263,000 | +1778.6% | 1,421 | +2229.5% | 0.03% | +2700.0% |
LDOS | Sell | LEIDOS HOLDINGS INC | $262,000 | -67.2% | 2,430 | -73.0% | 0.03% | -65.0% |
ASML | Buy | ASML HOLDING N V | $257,000 | +613.9% | 385 | +755.6% | 0.03% | +575.0% |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $258,000 | -20.6% | 878 | +3.1% | 0.03% | -18.2% |
PLTK | New | PLAYTIKA HLDG CORP | $259,000 | – | 13,414 | +100.0% | 0.03% | – |
LLY | LILLY ELI & CO | $256,000 | +3.6% | 893 | 0.0% | 0.03% | +8.0% | |
UNFI | UNITED NAT FOODS INC | $245,000 | -15.8% | 5,937 | 0.0% | 0.03% | -10.3% | |
NKE | Sell | NIKE INCcl b | $243,000 | -21.1% | 1,809 | -2.1% | 0.03% | -16.1% |
EFA | ISHARES TRmsci eafe etf | $234,000 | -6.4% | 3,178 | 0.0% | 0.02% | 0.0% | |
IX | Sell | ORIX CORPsponsored adr | $235,000 | -17.0% | 2,357 | -15.2% | 0.02% | -10.7% |
WMT | Buy | WALMART INC | $240,000 | +133.0% | 1,612 | +126.1% | 0.02% | +150.0% |
NOMD | Buy | NOMAD FOODS LTD | $226,000 | +78.0% | 10,000 | +100.0% | 0.02% | +84.6% |
JETS | ETF SER SOLUTIONSus glb jets | $226,000 | +3.2% | 10,366 | 0.0% | 0.02% | +9.1% | |
UL | Sell | UNILEVER PLCspon adr new | $229,000 | -16.4% | 5,018 | -1.6% | 0.02% | -11.1% |
TJX | Sell | TJX COS INC NEW | $222,000 | -67.0% | 3,660 | -58.7% | 0.02% | -64.2% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $231,000 | -4.5% | 1,014 | +3.5% | 0.02% | 0.0% |
TDOC | Sell | TELADOC HEALTH INC | $229,000 | -22.6% | 3,180 | -1.2% | 0.02% | -20.0% |
CARA | Buy | CARA THERAPEUTICS INC | $223,000 | +41.1% | 18,327 | +41.0% | 0.02% | +50.0% |
HDB | Sell | HDFC BANK LTDsponsored ads | $220,000 | -7.9% | 3,580 | -2.6% | 0.02% | -4.2% |
ING | Sell | ING GROEP N.V.sponsored adr | $213,000 | -26.3% | 20,404 | -1.9% | 0.02% | -20.7% |
IJS | ISHARES TRsp smcp600vl etf | $220,000 | -1.8% | 2,145 | 0.0% | 0.02% | +4.5% | |
CGNX | COGNEX CORP | $216,000 | -0.9% | 2,800 | 0.0% | 0.02% | +4.5% | |
QUAL | ISHARES TRmsci usa qlt fct | $217,000 | -7.7% | 1,613 | 0.0% | 0.02% | -4.2% | |
GM | GENERAL MTRS CO | $219,000 | -25.5% | 5,010 | 0.0% | 0.02% | -20.7% | |
TMUS | New | T-MOBILE US INC | $205,000 | – | 1,600 | +100.0% | 0.02% | – |
SAP | Sell | SAP SEspon adr | $209,000 | -22.3% | 1,880 | -2.1% | 0.02% | -18.5% |
REG | REGENCY CTRS CORP | $203,000 | -5.1% | 2,846 | 0.0% | 0.02% | +4.8% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $204,000 | -6.8% | 1,886 | 0.0% | 0.02% | 0.0% | |
OKE | ONEOK INC NEW | $203,000 | +20.1% | 2,879 | 0.0% | 0.02% | +29.4% | |
PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $212,000 | -2.8% | 4,600 | 0.0% | 0.02% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $196,000 | -18.7% | 1,495 | 0.0% | 0.02% | -12.5% | |
FDD | FIRST TR STOXX EUROPEAN SELE | $196,000 | -8.0% | 14,782 | 0.0% | 0.02% | 0.0% | |
SYK | STRYKER CORPORATION | $186,000 | 0.0% | 695 | 0.0% | 0.02% | +5.3% | |
CME | CME GROUP INC | $187,000 | +3.9% | 788 | 0.0% | 0.02% | +11.1% | |
CP | Sell | CANADIAN PAC RY LTD | $191,000 | +12.4% | 2,308 | -2.3% | 0.02% | +17.6% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $186,000 | +8.8% | 2,550 | -6.9% | 0.02% | +17.6% |
BLK | Buy | BLACKROCK INC | $185,000 | -14.0% | 242 | +3.0% | 0.02% | -9.1% |
IWD | ISHARES TRrus 1000 val etf | $184,000 | -1.1% | 1,107 | 0.0% | 0.02% | +5.3% | |
PDT | HANCOCK JOHN PREM DIVID FD | $183,000 | -2.1% | 11,180 | 0.0% | 0.02% | 0.0% | |
SONY | Buy | SONY CORPsponsored adr | $180,000 | +21.6% | 1,755 | +49.5% | 0.02% | +26.7% |
SYNA | SYNAPTICS INC | $180,000 | -31.0% | 900 | 0.0% | 0.02% | -26.9% | |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $179,000 | -32.7% | 1,525 | +5.5% | 0.02% | -29.6% |
XME | New | SPDR SER TRs&p metals mng | $181,000 | – | 2,950 | +100.0% | 0.02% | – |
APPN | APPIAN CORPcl a | $176,000 | -6.9% | 2,900 | 0.0% | 0.02% | 0.0% | |
ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $179,000 | +37.7% | 31,383 | -9.2% | 0.02% | +46.2% |
WY | WEYERHAEUSER CO MTN BE | $170,000 | -7.6% | 4,478 | 0.0% | 0.02% | 0.0% | |
J | JACOBS ENGR GROUP INC | $165,000 | -1.2% | 1,200 | 0.0% | 0.02% | 0.0% | |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $158,000 | -41.3% | 2,022 | -38.8% | 0.02% | -37.0% |
SLV | Buy | ISHARES SILVER TRishares | $159,000 | +278.6% | 6,930 | +255.4% | 0.02% | +325.0% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $160,000 | +48.1% | 695 | +61.6% | 0.02% | +54.5% |
SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $159,000 | +65.6% | 1,855 | -2.6% | 0.02% | +70.0% |
TWLO | TWILIO INCcl a | $157,000 | -37.5% | 954 | 0.0% | 0.02% | -32.0% | |
ABB | Buy | ABB LTDsponsored adr | $160,000 | +11.9% | 4,938 | +32.1% | 0.02% | +21.4% |
EXPE | New | EXPEDIA GROUP INC | $157,000 | – | 800 | +100.0% | 0.02% | – |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $149,000 | -5.7% | 5,350 | 0.0% | 0.02% | 0.0% | |
HIMS | Buy | HIMS & HERS HEALTH INC | $147,000 | -1.3% | 27,605 | +21.5% | 0.02% | +6.7% |
BFAM | BRIGHT HORIZONS FAM SOL IN D | $149,000 | +5.7% | 1,124 | 0.0% | 0.02% | +14.3% | |
SLVP | New | ISHARES INCmsci glb slv&mtl | $151,000 | – | 10,610 | +100.0% | 0.02% | – |
FERG | Sell | FERGUSON PLC NEW | $151,000 | -39.8% | 1,103 | -21.9% | 0.02% | -36.0% |
ROKU | ROKU INC | $138,000 | -45.0% | 1,100 | 0.0% | 0.02% | -40.0% | |
EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $146,000 | -8.2% | 1,900 | 0.0% | 0.02% | -6.2% | |
NVS | Sell | NOVARTIS AGsponsored adr | $146,000 | -1.4% | 1,659 | -1.8% | 0.02% | 0.0% |
KO | COCA COLA CO | $144,000 | +5.1% | 2,320 | 0.0% | 0.02% | +7.1% | |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $143,000 | -2.1% | 5,592 | 0.0% | 0.02% | 0.0% | |
REMX | New | VANECK VECTORS ETF TRrare earth strat | $141,000 | – | 1,190 | +100.0% | 0.02% | – |
IGIB | ISHARES TR | $145,000 | -7.1% | 2,636 | 0.0% | 0.02% | -6.2% | |
ESTC | ELASTIC N V | $133,000 | -28.1% | 1,500 | 0.0% | 0.01% | -26.3% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $136,000 | +17.2% | 14,500 | 0.0% | 0.01% | +16.7% | |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $134,000 | -10.1% | 4,520 | 0.0% | 0.01% | -6.7% | |
MGM | MGM RESORTS INTERNATIONAL | $136,000 | -6.8% | 3,250 | 0.0% | 0.01% | -6.7% | |
UPST | UPSTART HLDGS INC | $131,000 | -28.0% | 1,200 | 0.0% | 0.01% | -22.2% | |
ZEN | ZENDESK INC | $124,000 | +14.8% | 1,034 | 0.0% | 0.01% | +18.2% | |
AMAT | New | APPLIED MATLS INC | $124,000 | – | 940 | +100.0% | 0.01% | – |
HESM | New | HESS MIDSTREAM LP | $120,000 | – | 4,000 | +100.0% | 0.01% | – |
STAG | Buy | STAG INDL INC | $124,000 | +29.2% | 3,000 | +50.0% | 0.01% | +30.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $126,000 | +1045.5% | 379 | +1206.9% | 0.01% | +1200.0% |
LIT | New | GLOBAL X FDSlithium btry etf | $121,000 | – | 1,570 | +100.0% | 0.01% | – |
ARCC | ARES CAPITAL CORP | $126,000 | -0.8% | 6,000 | 0.0% | 0.01% | 0.0% | |
AINV | APOLLO INVT CORP | $110,000 | +2.8% | 8,333 | 0.0% | 0.01% | +9.1% | |
WTM | WHITE MTNS INS GROUP LTD | $114,000 | +12.9% | 100 | 0.0% | 0.01% | +20.0% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $113,000 | -0.9% | 903 | +9.7% | 0.01% | +9.1% |
DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $111,000 | +3.7% | 1,738 | +2.1% | 0.01% | +9.1% |
ITW | ILLINOIS TOOL WKS INC | $112,000 | -15.2% | 534 | 0.0% | 0.01% | -7.7% | |
TRP | TC ENERGY CORP | $114,000 | +21.3% | 2,011 | 0.0% | 0.01% | +33.3% | |
CAT | CATERPILLAR INC | $111,000 | +7.8% | 500 | 0.0% | 0.01% | +20.0% | |
VEEV | Buy | VEEVA SYS INC | $112,000 | -12.5% | 525 | +5.0% | 0.01% | -7.7% |
MELI | New | MERCADOLIBRE INC | $114,000 | – | 96 | +100.0% | 0.01% | – |
GIS | GENERAL MLS INC | $108,000 | +0.9% | 1,588 | 0.0% | 0.01% | 0.0% | |
RA | BROOKFIELD REAL ASSETS INCOM | $104,000 | -1.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
CCJ | CAMECO CORP | $102,000 | +34.2% | 3,500 | 0.0% | 0.01% | +37.5% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $102,000 | -7.3% | 820 | 0.0% | 0.01% | 0.0% | |
CIM | CHIMERA INVT CORP | $105,000 | -19.8% | 8,700 | 0.0% | 0.01% | -15.4% | |
EWJ | ISHARES INCmsci jpn etf new | $102,000 | -8.1% | 1,659 | 0.0% | 0.01% | 0.0% | |
MOS | New | MOSAIC CO NEW | $100,000 | – | 1,500 | +100.0% | 0.01% | – |
LIN | Buy | LINDE PLC | $106,000 | +1.9% | 333 | +11.0% | 0.01% | +10.0% |
TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $105,000 | -12.5% | 2,338 | -7.9% | 0.01% | -8.3% |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $90,000 | +1.1% | 1,000 | 0.0% | 0.01% | +11.1% | |
NRZ | NEW RESIDENTIAL INVT CORP | $93,000 | +2.2% | 8,500 | 0.0% | 0.01% | +11.1% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $97,000 | -9.3% | 10,000 | 0.0% | 0.01% | -9.1% | |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $96,000 | +108.7% | 520 | +136.4% | 0.01% | +100.0% |
ADM | New | ARCHER DANIELS MIDLAND CO | $90,000 | – | 1,000 | +100.0% | 0.01% | – |
BDX | Sell | BECTON DICKINSON & CO | $90,000 | 0.0% | 337 | -5.6% | 0.01% | +11.1% |
SNOW | Buy | SNOWFLAKE INCcl a | $92,000 | -9.8% | 400 | +33.3% | 0.01% | 0.0% |
BRKL | BROOKLINE BANCORP INC DEL | $93,000 | -2.1% | 5,896 | 0.0% | 0.01% | 0.0% | |
PHG | Sell | KONINKLIJKE PHILIPS N Vny reg sh new | $97,000 | -22.4% | 3,178 | -6.1% | 0.01% | -23.1% |
PAYX | PAYCHEX INC | $92,000 | 0.0% | 675 | 0.0% | 0.01% | +11.1% | |
MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $96,000 | +10.3% | 15,552 | -2.4% | 0.01% | +11.1% |
NET | CLOUDFLARE INC | $96,000 | -8.6% | 800 | 0.0% | 0.01% | -9.1% | |
WPC | WP CAREY INC | $81,000 | -1.2% | 1,000 | 0.0% | 0.01% | +12.5% | |
ABNB | Buy | AIRBNB INC | $86,000 | +244.0% | 500 | +233.3% | 0.01% | +200.0% |
BIIB | BIOGEN INC | $84,000 | -12.5% | 400 | 0.0% | 0.01% | -10.0% | |
BNTX | Buy | BIONTECH SEsponsored ads | $87,000 | -32.0% | 512 | +3.2% | 0.01% | -30.8% |
DOCN | Buy | DIGITALOCEAN HLDGS INC | $87,000 | -9.4% | 1,500 | +25.0% | 0.01% | -10.0% |
FLGT | Buy | FULGENT GENETICS INC | $87,000 | -13.9% | 1,400 | +40.0% | 0.01% | -10.0% |
IPGP | IPG PHOTONICS CORP | $84,000 | -35.9% | 761 | 0.0% | 0.01% | -30.8% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $83,000 | -2.4% | 525 | 0.0% | 0.01% | 0.0% | |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $86,000 | -2.3% | 716 | 0.0% | 0.01% | 0.0% | |
IGM | ISHARES TRexpnd tec sc etf | $82,000 | -11.8% | 212 | 0.0% | 0.01% | 0.0% | |
IYR | Buy | ISHARES TRu.s. real es etf | $81,000 | +138.2% | 751 | +154.6% | 0.01% | +200.0% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $81,000 | +5.2% | 833 | +14.9% | 0.01% | +12.5% |
USMV | Buy | ISHARES TRmsci usa min vol | $84,000 | +236.0% | 1,089 | +246.8% | 0.01% | +200.0% |
LULU | LULULEMON ATHLETICA INC | $85,000 | -7.6% | 234 | 0.0% | 0.01% | 0.0% | |
TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $81,000 | – | 2,547 | +100.0% | 0.01% | – |
O | REALTY INCOME CORP | $83,000 | -3.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
SPYX | SPDR SER TRspdr s&p 500 etf | $87,000 | -5.4% | 780 | 0.0% | 0.01% | 0.0% | |
SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $84,000 | -9.7% | 2,628 | -1.9% | 0.01% | 0.0% |
SBLK | New | STAR BULK CARRIERS CORP. | $89,000 | – | 3,000 | +100.0% | 0.01% | – |
VTI | VANGUARD INDEX FDStotal stk mkt | $79,000 | -6.0% | 349 | 0.0% | 0.01% | 0.0% | |
WD | Buy | WALKER & DUNLOP INC | $78,000 | +73.3% | 600 | +100.0% | 0.01% | +60.0% |
ED | Sell | CONSOLIDATED EDISON INC | $80,000 | -9.1% | 850 | -17.9% | 0.01% | -11.1% |
UTF | COHEN & STEERS INFRASTRUCTUR | $78,000 | +1.3% | 2,704 | 0.0% | 0.01% | 0.0% | |
CHWY | New | CHEWY INCcl a | $74,000 | – | 1,800 | +100.0% | 0.01% | – |
SHG | Sell | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $75,000 | +5.6% | 2,254 | -2.0% | 0.01% | +14.3% |
FIS | FIDELITY NATL INFORMATION SV | $80,000 | -8.0% | 800 | 0.0% | 0.01% | -11.1% | |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $79,000 | +88.1% | 576 | +95.3% | 0.01% | +100.0% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $78,000 | +225.0% | 1,272 | +241.9% | 0.01% | +300.0% |
QTEC | FIRST TR NASDAQ 100 TECH IND | $76,000 | -13.6% | 500 | 0.0% | 0.01% | -11.1% | |
TCOM | Sell | TRIP COM GROUP LTDads | $80,000 | -7.0% | 3,463 | -1.4% | 0.01% | -11.1% |
FND | FLOOR & DECOR HLDGS INCcl a | $77,000 | -37.9% | 956 | 0.0% | 0.01% | -33.3% | |
BTX | BROOKLYN IMMUNOTHERAPEUTICS | $79,000 | -50.9% | 38,604 | 0.0% | 0.01% | -50.0% | |
ATAX | AMERICA FIRST MULTIFAMILY INben unit ctf | $76,000 | -5.0% | 12,500 | 0.0% | 0.01% | 0.0% | |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $79,000 | +2.6% | 961 | +8.7% | 0.01% | 0.0% |
TGTX | Buy | TG THERAPEUTICS INC | $67,000 | +76.3% | 7,000 | +250.0% | 0.01% | +75.0% |
PAYC | New | PAYCOM SOFTWARE INC | $69,000 | – | 200 | +100.0% | 0.01% | – |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $69,000 | -24.2% | 5,000 | 0.0% | 0.01% | -22.2% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $66,000 | -16.5% | 350 | 0.0% | 0.01% | -12.5% | |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $65,000 | +22.6% | 254 | +27.6% | 0.01% | +40.0% |
AXON | New | AXON ENTERPRISE INC | $62,000 | – | 450 | +100.0% | 0.01% | – |
ABC | AMERISOURCEBERGEN CORP | $67,000 | +15.5% | 434 | 0.0% | 0.01% | +16.7% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $69,000 | +331.2% | 465 | +315.2% | 0.01% | +250.0% |
CSX | CSX CORP | $65,000 | 0.0% | 1,740 | 0.0% | 0.01% | 0.0% | |
BFB | BROWN FORMAN CORPcl b | $62,000 | -8.8% | 931 | 0.0% | 0.01% | 0.0% | |
IEFA | Buy | ISHARES TRcore msci eafe | $65,000 | +160.0% | 942 | +177.9% | 0.01% | +133.3% |
EWA | ISHARES INCmsci aust etf | $63,000 | +6.8% | 2,390 | 0.0% | 0.01% | +16.7% | |
IEMG | Buy | ISHARES INCcore msci emkt | $66,000 | +500.0% | 1,181 | +559.8% | 0.01% | +600.0% |
HMC | Sell | HONDA MOTOR LTD | $67,000 | -2.9% | 2,368 | -2.3% | 0.01% | 0.0% |
LRCX | LAM RESEARCH CORP | $63,000 | -25.0% | 117 | 0.0% | 0.01% | -12.5% | |
IIPR | New | INNOVATIVE INDL PPTYS INC | $67,000 | – | 325 | +100.0% | 0.01% | – |
IRDM | IRIDIUM COMMUNICATIONS INC | $65,000 | -1.5% | 1,600 | 0.0% | 0.01% | 0.0% | |
RBLX | Buy | ROBLOX CORPcl a | $67,000 | -53.8% | 1,460 | +3.5% | 0.01% | -53.3% |
TFFP | TFF PHARMACEUTICALS INC | $63,000 | -29.2% | 10,000 | 0.0% | 0.01% | -22.2% | |
MRNA | Buy | MODERNA INC | $63,000 | -25.9% | 363 | +8.7% | 0.01% | -22.2% |
BXMT | BLACKSTONE MTG TR INC | $64,000 | +4.9% | 2,000 | 0.0% | 0.01% | +16.7% | |
WMB | WILLIAMS COS INC | $67,000 | +28.8% | 2,000 | 0.0% | 0.01% | +40.0% | |
KNSL | KINSALE CAP GROUP INC | $68,000 | -4.2% | 300 | 0.0% | 0.01% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $69,000 | -19.8% | 765 | 0.0% | 0.01% | -22.2% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $63,000 | -16.0% | 115 | 0.0% | 0.01% | -12.5% | |
DOW | Buy | DOW INC | $52,000 | +333.3% | 814 | +284.0% | 0.01% | +500.0% |
EBAY | EBAY INC. | $57,000 | -14.9% | 1,000 | 0.0% | 0.01% | -14.3% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $52,000 | -10.3% | 622 | 0.0% | 0.01% | 0.0% | |
DEO | DIAGEO PLCspon adr new | $61,000 | -7.6% | 300 | 0.0% | 0.01% | -14.3% | |
IRM | New | IRON MTN INC NEW | $55,000 | – | 1,000 | +100.0% | 0.01% | – |
YNDX | YANDEX N V | $59,000 | -54.3% | 2,132 | 0.0% | 0.01% | -53.8% | |
MFC | MANULIFE FINL CORP | $59,000 | +11.3% | 2,780 | 0.0% | 0.01% | +20.0% | |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $52,000 | +100.0% | 552 | +107.5% | 0.01% | +100.0% |
GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $58,000 | +132.0% | 1,520 | +94.9% | 0.01% | +100.0% |
MTN | New | VAIL RESORTS INC | $52,000 | – | 200 | +100.0% | 0.01% | – |
NMRK | NEWMARK GROUP INCcl a | $59,000 | -14.5% | 3,711 | 0.0% | 0.01% | -14.3% | |
USB | US BANCORP DEL | $54,000 | -5.3% | 1,009 | 0.0% | 0.01% | 0.0% | |
AGNC | AGNC INVT CORP | $52,000 | -13.3% | 4,000 | 0.0% | 0.01% | 0.0% | |
OKTA | Buy | OKTA INCcl a | $54,000 | +145.5% | 360 | +260.0% | 0.01% | +200.0% |
T | AT&T INC | $61,000 | -3.2% | 2,575 | 0.0% | 0.01% | 0.0% | |
TREX | New | TREX CO INC | $56,000 | – | 850 | +100.0% | 0.01% | – |
FITB | FIFTH THIRD BANCORP | $53,000 | -1.9% | 1,231 | 0.0% | 0.01% | +20.0% | |
LNG | CHENIERE ENERGY INC | $55,000 | +34.1% | 400 | 0.0% | 0.01% | +50.0% | |
CSCO | Buy | CISCO SYS INC | $54,000 | +12.5% | 965 | +26.1% | 0.01% | +20.0% |
GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $54,000 | -11.5% | 5,750 | 0.0% | 0.01% | 0.0% | |
EXPI | EXP WORLD HLDGS INC | $55,000 | -37.5% | 2,600 | 0.0% | 0.01% | -33.3% | |
DGX | QUEST DIAGNOSTICS INC | $55,000 | -20.3% | 400 | 0.0% | 0.01% | -14.3% | |
GLW | CORNING INC | $56,000 | -1.8% | 1,520 | 0.0% | 0.01% | 0.0% | |
RBCAA | REPUBLIC BANCORP INC KYcl a | $58,000 | -12.1% | 1,300 | 0.0% | 0.01% | -14.3% | |
CMI | CUMMINS INC | $52,000 | -5.5% | 254 | 0.0% | 0.01% | 0.0% | |
SQ | Sell | SQUARE INCcl a | $44,000 | -26.7% | 323 | -13.4% | 0.01% | -16.7% |
ETSY | Buy | ETSY INC | $50,000 | -35.9% | 402 | +12.6% | 0.01% | -37.5% |
CB | Buy | CHUBB LIMITED | $43,000 | +26.5% | 201 | +14.9% | 0.01% | +66.7% |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $46,000 | – | 781 | +100.0% | 0.01% | – |
MUB | New | ISHARES TRnational mun etf | $50,000 | – | 455 | +100.0% | 0.01% | – |
CSWI | CSW INDUSTRIALS INC | $43,000 | -2.3% | 362 | 0.0% | 0.01% | +25.0% | |
FLOT | ISHARES TRfltg rate nt etf | $50,000 | 0.0% | 981 | 0.0% | 0.01% | 0.0% | |
NTRS | NORTHERN TR CORP | $47,000 | -2.1% | 400 | 0.0% | 0.01% | 0.0% | |
SPOT | Buy | SPOTIFY TECHNOLOGY S A | $43,000 | -8.5% | 283 | +41.5% | 0.01% | 0.0% |
OMF | ONEMAIN HLDGS INC | $47,000 | -6.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
TWO | TWO HBRS INVT CORP | $45,000 | -4.3% | 8,100 | 0.0% | 0.01% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $46,000 | +4.5% | 664 | 0.0% | 0.01% | +25.0% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $45,000 | +95.7% | 284 | +116.8% | 0.01% | +150.0% |
IGSB | ISHARES TR | $48,000 | -4.0% | 936 | 0.0% | 0.01% | 0.0% | |
DIAX | NUVEEN DOW 30 DYNAMIC OVERWR | $43,000 | -6.5% | 2,592 | 0.0% | 0.01% | 0.0% | |
CTVA | Buy | CORTEVA INC | $47,000 | +571.4% | 814 | +450.0% | 0.01% | +400.0% |
SPYD | SPDR SER TRprtflo s&p500 hi | $51,000 | +4.1% | 1,157 | 0.0% | 0.01% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $51,000 | -10.5% | 168 | 0.0% | 0.01% | -16.7% | |
ADSK | Buy | AUTODESK INC | $47,000 | +840.0% | 217 | +1176.5% | 0.01% | +400.0% |
ACV | VIRTUS ALLIANZGI DIVERSIFIED | $51,000 | -21.5% | 2,000 | 0.0% | 0.01% | -28.6% | |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $44,000 | +63.0% | 1,153 | +65.9% | 0.01% | +66.7% |
THQ | TEKLA HEALTHCARE OPPORTUNITI | $45,000 | -11.8% | 2,000 | 0.0% | 0.01% | 0.0% | |
TRI | THOMSON REUTERS CORP. | $44,000 | -8.3% | 400 | 0.0% | 0.01% | 0.0% | |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $41,000 | – | 100 | +100.0% | 0.00% | – |
BGCP | BGC PARTNERS INCcl a | $35,000 | -5.4% | 8,000 | 0.0% | 0.00% | 0.0% | |
JCPB | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $38,000 | -7.3% | 750 | 0.0% | 0.00% | 0.0% | |
BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $41,000 | – | 1,000 | +100.0% | 0.00% | – |
AFL | AFLAC INC | $42,000 | +7.7% | 660 | 0.0% | 0.00% | 0.0% | |
VLY | VALLEY NATL BANCORP | $39,000 | -4.9% | 3,000 | 0.0% | 0.00% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $34,000 | -5.6% | 546 | 0.0% | 0.00% | 0.0% | |
GPN | GLOBAL PMTS INC | $36,000 | +2.9% | 262 | 0.0% | 0.00% | 0.0% | |
PUBM | New | PUBMATIC INC | $39,000 | – | 1,500 | +100.0% | 0.00% | – |
IVW | ISHARES TRs&p 500 grwt etf | $37,000 | -7.5% | 480 | 0.0% | 0.00% | 0.0% | |
DSI | ISHARES TRmsci kld400 soc | $35,000 | -5.4% | 400 | 0.0% | 0.00% | 0.0% | |
GD | Sell | GENERAL DYNAMICS CORP | $36,000 | -40.0% | 150 | -47.6% | 0.00% | -33.3% |
CDW | CDW CORP | $36,000 | -12.2% | 201 | 0.0% | 0.00% | 0.0% | |
PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $42,000 | – | 1,693 | +100.0% | 0.00% | – |
NS | NUSTAR ENERGY LP | $35,000 | -10.3% | 2,450 | 0.0% | 0.00% | 0.0% | |
UGI | UGI CORP NEW | $35,000 | -20.5% | 956 | 0.0% | 0.00% | 0.0% | |
EARN | ELLINGTON RESIDENTIAL MTG RE | $40,000 | -4.8% | 4,000 | 0.0% | 0.00% | 0.0% | |
New | DOCEBO INC | $41,000 | – | 800 | +100.0% | 0.00% | – | |
SLB | Buy | SCHLUMBERGER LTD | $42,000 | +75.0% | 1,010 | +26.2% | 0.00% | +100.0% |
CRL | CHARLES RIV LABS INTL INC | $38,000 | -24.0% | 133 | 0.0% | 0.00% | -20.0% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $38,000 | -5.0% | 698 | +100.0% | 0.00% | 0.0% |
STOR | New | STORE CAP CORP | $35,000 | – | 1,200 | +100.0% | 0.00% | – |
MDYG | SPDR SER TRs&p 400 mdcp grw | $37,000 | -9.8% | 505 | 0.0% | 0.00% | 0.0% | |
CHDN | CHURCHILL DOWNS INC | $40,000 | -7.0% | 180 | 0.0% | 0.00% | 0.0% | |
SKT | New | TANGER FACTORY OUTLET CTRS I | $34,000 | – | 2,000 | +100.0% | 0.00% | – |
ROK | ROCKWELL AUTOMATION INC | $36,000 | -20.0% | 128 | 0.0% | 0.00% | -20.0% | |
APAM | ARTISAN PARTNERS ASSET MGMTcl a | $39,000 | -18.8% | 1,000 | 0.0% | 0.00% | -20.0% | |
LBRDK | LIBERTY BROADBAND CORP | $42,000 | -16.0% | 309 | 0.0% | 0.00% | -20.0% | |
LSXMK | LIBERTY MEDIA CORP DEL | $37,000 | -9.8% | 800 | 0.0% | 0.00% | 0.0% | |
LOB | Buy | LIVE OAK BANCSHARES INC | $41,000 | -36.9% | 800 | +6.7% | 0.00% | -42.9% |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $38,000 | -37.7% | 660 | -24.1% | 0.00% | -33.3% |
NLY | ANNALY CAPITAL MANAGEMENT IN | $42,000 | -10.6% | 6,000 | 0.0% | 0.00% | -20.0% | |
MCN | MADISON COVERED CALL & EQUIT | $40,000 | 0.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
MGNI | MAGNITE INC | $40,000 | -24.5% | 3,000 | 0.0% | 0.00% | -20.0% | |
SCZ | Buy | ISHARES TReafe sml cp etf | $24,000 | +4.3% | 366 | +18.4% | 0.00% | +50.0% |
EFG | ISHARES TReafe grwth etf | $28,000 | -12.5% | 290 | 0.0% | 0.00% | 0.0% | |
HAE | HAEMONETICS CORP MASS | $25,000 | +19.0% | 395 | 0.0% | 0.00% | +50.0% | |
BK | BANK NEW YORK MELLON CORP | $26,000 | -13.3% | 516 | 0.0% | 0.00% | 0.0% | |
ES | Sell | EVERSOURCE ENERGY | $24,000 | -42.9% | 269 | -42.0% | 0.00% | -25.0% |
GMRE | GLOBAL MED REIT INC | $33,000 | -8.3% | 2,000 | 0.0% | 0.00% | -25.0% | |
BOND | PIMCO ETF TRactive bd etf | $31,000 | -6.1% | 300 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $32,000 | -8.6% | 373 | 0.0% | 0.00% | -25.0% | |
MLPX | New | GLOBAL X FDSglb x mlp enrg i | $26,000 | – | 600 | +100.0% | 0.00% | – |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $32,000 | +6.7% | 113 | +21.5% | 0.00% | 0.0% |
ATOM | ATOMERA INC | $32,000 | -36.0% | 2,469 | 0.0% | 0.00% | -40.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $26,000 | +8.3% | 1,683 | 0.0% | 0.00% | +50.0% | |
MLPA | New | GLOBAL X FDSglbl x mlp etf | $30,000 | – | 750 | +100.0% | 0.00% | – |
RMD | RESMED INC | $24,000 | -4.0% | 97 | 0.0% | 0.00% | 0.0% | |
SPSB | SPDR SER TRportfolio short | $30,000 | -3.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $26,000 | +4.0% | 317 | 0.0% | 0.00% | 0.0% | |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $32,000 | +3.2% | 130 | -9.7% | 0.00% | 0.0% |
WBA | WALGREENS BOOTS ALLIANCE INC | $25,000 | -13.8% | 560 | 0.0% | 0.00% | 0.0% | |
DVY | ISHARES TRselect divid etf | $25,000 | +4.2% | 197 | 0.0% | 0.00% | +50.0% | |
XRAY | DENTSPLY SIRONA INC | $31,000 | -11.4% | 635 | 0.0% | 0.00% | -25.0% | |
KEX | KIRBY CORP | $25,000 | +19.0% | 350 | 0.0% | 0.00% | +50.0% | |
FNX | FIRST TR MID CAP CORE ALPHAD | $32,000 | -5.9% | 330 | 0.0% | 0.00% | 0.0% | |
QCOM | Sell | QUALCOMM INC | $26,000 | -55.2% | 173 | -45.8% | 0.00% | -50.0% |
NRIM | NORTHRIM BANCORP INC | $28,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
LBTYK | LIBERTY GLOBAL PLC | $24,000 | -7.7% | 920 | 0.0% | 0.00% | 0.0% | |
BFLY | Buy | BUTTERFLY NETWORK INC | $29,000 | +314.3% | 6,000 | +500.0% | 0.00% | +200.0% |
PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $24,000 | – | 1,767 | +100.0% | 0.00% | – |
OTIS | Sell | OTIS WORLDWIDE CORP | $25,000 | -19.4% | 330 | -7.6% | 0.00% | 0.0% |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $24,000 | -11.1% | 130 | 0.0% | 0.00% | 0.0% | |
QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $31,000 | -3.1% | 475 | 0.0% | 0.00% | 0.0% | |
ETN | Buy | EATON CORP PLC | $33,000 | +43.5% | 220 | +63.0% | 0.00% | +50.0% |
GGG | GRACO INC | $31,000 | -13.9% | 450 | 0.0% | 0.00% | -25.0% | |
CARR | CARRIER GLOBAL CORPORATION | $33,000 | -15.4% | 714 | 0.0% | 0.00% | -25.0% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $30,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $30,000 | +3.4% | 578 | 0.0% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $25,000 | -21.9% | 498 | 0.0% | 0.00% | 0.0% | |
ENPH | New | ENPHASE ENERGY INC | $23,000 | – | 115 | +100.0% | 0.00% | – |
ISHG | ISHARES TR3yrtb etf | $22,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% | |
SUB | New | ISHARES TRshrt nat mun etf | $19,000 | – | 184 | +100.0% | 0.00% | – |
EFAV | ISHARES TRmsci eafe min vl | $17,000 | -5.6% | 230 | 0.0% | 0.00% | 0.0% | |
LRGF | New | ISHARES TRmsci usa multift | $16,000 | – | 350 | +100.0% | 0.00% | – |
HUN | New | HUNTSMAN CORP | $16,000 | – | 425 | +100.0% | 0.00% | – |
HLT | HILTON WORLDWIDE HLDGS INC | $15,000 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $18,000 | -10.0% | 400 | 0.0% | 0.00% | 0.0% | |
LMT | LOCKHEED MARTIN CORP | $15,000 | +25.0% | 35 | 0.0% | 0.00% | +100.0% | |
GH | GUARDANT HEALTH INC | $23,000 | -34.3% | 350 | 0.0% | 0.00% | -50.0% | |
MSEX | MIDDLESEX WTR CO | $21,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
GILD | Buy | GILEAD SCIENCES INC | $15,000 | -16.7% | 258 | +2.8% | 0.00% | 0.0% |
BEN | FRANKLIN RESOURCES INC | $23,000 | -14.8% | 817 | 0.0% | 0.00% | -33.3% | |
BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $15,000 | – | 1,061 | +100.0% | 0.00% | – |
NUBD | Sell | NUSHARES ETF TRnuveen esg us | $22,000 | -33.3% | 900 | -30.8% | 0.00% | -33.3% |
OMC | OMNICOM GROUP INC | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% | |
FYX | FIRST TR SML CP CORE ALPHA F | $22,000 | -4.3% | 240 | 0.0% | 0.00% | 0.0% | |
OM | OUTSET MED INC | $23,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
PCT | PURECYCLE TECHNOLOGIES INC | $20,000 | -16.7% | 2,500 | 0.0% | 0.00% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC | $16,000 | +33.3% | 221 | +49.3% | 0.00% | +100.0% |
SGMO | SANGAMO THERAPEUTICS INC | $15,000 | -21.1% | 2,500 | 0.0% | 0.00% | 0.0% | |
SNY | SANOFIsponsored adr | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | – | 283 | +100.0% | 0.00% | – |
SHW | Sell | SHERWIN WILLIAMS CO | $17,000 | -78.5% | 70 | -68.9% | 0.00% | -75.0% |
FOUR | Buy | SHIFT4 PMTS INCcl a | $15,000 | +50.0% | 245 | +44.1% | 0.00% | +100.0% |
SJM | SMUCKER J M CO | $17,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $22,000 | -24.1% | 621 | 0.0% | 0.00% | -33.3% | |
DEUS | New | DBX ETF TRxtrackers russel | $19,000 | – | 425 | +100.0% | 0.00% | – |
CL | Sell | COLGATE PALMOLIVE CO | $21,000 | -34.4% | 273 | -27.4% | 0.00% | -33.3% |
TYG | Sell | TORTOISE ENERGY INFRA CORP | $17,000 | -39.3% | 500 | -50.0% | 0.00% | -33.3% |
TOKE | CAMBRIA ETF TRcannabis etf | $16,000 | -5.9% | 1,400 | 0.0% | 0.00% | 0.0% | |
BEPC | Sell | BROOKFIELD RENEWABLE CORPcl a sub vtg | $20,000 | +11.1% | 465 | -4.1% | 0.00% | 0.0% |
BXP | Sell | BOSTON PROPERTIES INC | $19,000 | -53.7% | 146 | -58.6% | 0.00% | -50.0% |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $23,000 | – | 300 | +100.0% | 0.00% | – |
VRTX | VERTEX PHARMACEUTICALS INC | $20,000 | +25.0% | 75 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $20,000 | -20.0% | 1,831 | 0.0% | 0.00% | -33.3% | |
AZN | New | ASTRAZENECA PLCsponsored adr | $20,000 | – | 300 | +100.0% | 0.00% | – |
AON | Buy | AON PLC | $21,000 | +40.0% | 65 | +32.7% | 0.00% | 0.0% |
ICLR | ICON PLC | $18,000 | -21.7% | 74 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC | $17,000 | -34.6% | 40 | 0.0% | 0.00% | -33.3% | |
STE | STERIS PLC | $18,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
ALC | Sell | ALCON AG | $18,000 | -21.7% | 231 | -11.8% | 0.00% | 0.0% |
RACE | FERRARI N V | $19,000 | -17.4% | 87 | 0.0% | 0.00% | 0.0% | |
IXJ | ISHARES TRglob hlthcre etf | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRnasdaq biotech | $16,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% | |
SVM | SILVERCORP METALS INC | $6,000 | -14.3% | 1,748 | 0.0% | 0.00% | 0.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $11,000 | +10.0% | 35 | 0.0% | 0.00% | 0.0% | |
DBEU | DBX ETF TRxtrack msci eurp | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $9,000 | +12.5% | 190 | 0.0% | 0.00% | 0.0% | |
THCX | SPINNAKER ETF SERIEScannabis etf | $13,000 | -13.3% | 1,750 | 0.0% | 0.00% | -50.0% | |
SPLK | Sell | SPLUNK INC | $5,000 | 0.0% | 36 | -14.3% | 0.00% | 0.0% |
RVNC | New | REVANCE THERAPEUTICS INC | $10,000 | – | 500 | +100.0% | 0.00% | – |
EPAM | EPAM SYS INC | $9,000 | -55.0% | 30 | 0.0% | 0.00% | -50.0% | |
SCS | Buy | STEELCASE INCcl a | $6,000 | +20.0% | 475 | +21.5% | 0.00% | 0.0% |
STM | Buy | STMICROELECTRONICS N Vny registry | $10,000 | -9.1% | 227 | +2.3% | 0.00% | 0.0% |
RPD | New | RAPID7 INC | $7,000 | – | 67 | +100.0% | 0.00% | – |
SPWR | Sell | SUNPOWER CORP | $11,000 | 0.0% | 514 | -1.2% | 0.00% | 0.0% |
WISH | CONTEXTLOGIC INC | $5,000 | -28.6% | 2,400 | 0.0% | 0.00% | 0.0% | |
RUN | Buy | SUNRUN INC | $5,000 | +25.0% | 174 | +54.0% | 0.00% | – |
SWCH | Sell | SWITCH INCcl a | $12,000 | -25.0% | 399 | -27.5% | 0.00% | -50.0% |
MFMS | New | RBB FD INCmfam smlcp grwth | $5,000 | – | 150 | +100.0% | 0.00% | – |
PGNY | Buy | PROGYNY INC | $6,000 | 0.0% | 121 | +2.5% | 0.00% | 0.0% |
EXC | EXELON CORP | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% | |
FMC | New | FMC CORP | $9,000 | – | 65 | +100.0% | 0.00% | – |
C | CITIGROUP INC | $8,000 | -11.1% | 148 | 0.0% | 0.00% | 0.0% | |
TPIC | Buy | TPI COMPOSITES INC | $7,000 | +133.3% | 507 | +146.1% | 0.00% | – |
PLUG | PLUG POWER INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $5,000 | -16.7% | 65 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INCcl a | $9,000 | -30.8% | 356 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $12,000 | +20.0% | 138 | 0.0% | 0.00% | 0.0% | |
TER | TERADYNE INC | $5,000 | -28.6% | 41 | 0.0% | 0.00% | 0.0% | |
TXN | New | TEXAS INSTRS INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
PTON | PELOTON INTERACTIVE INC | $6,000 | -25.0% | 231 | 0.0% | 0.00% | 0.0% | |
FSLR | Sell | FIRST SOLAR INC | $9,000 | -10.0% | 112 | -2.6% | 0.00% | 0.0% |
PANW | Sell | PALO ALTO NETWORKS INC | $6,000 | -40.0% | 9 | -50.0% | 0.00% | 0.0% |
ORGANIGRAM HLDGS INC | $5,000 | 0.0% | 2,900 | 0.0% | 0.00% | 0.0% | ||
CWT | CALIFORNIA WTR SVC GROUP | $5,000 | -16.7% | 79 | 0.0% | 0.00% | 0.0% | |
ORLY | New | OREILLY AUTOMOTIVE INC | $12,000 | – | 18 | +100.0% | 0.00% | – |
TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $7,000 | – | 117 | +100.0% | 0.00% | – |
FTNT | Sell | FORTINET INC | $10,000 | -33.3% | 30 | -26.8% | 0.00% | -50.0% |
UA | UNDER ARMOUR INCcl c | $12,000 | -14.3% | 760 | 0.0% | 0.00% | 0.0% | |
NKLA | NIKOLA CORP | $11,000 | +10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
UMC | UNITED MICROELECTRONICS CORPspon adr new | $9,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $8,000 | -11.1% | 90 | 0.0% | 0.00% | 0.0% | |
UNIT | UNITI GROUP INC | $9,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $13,000 | +30.0% | 400 | 0.0% | 0.00% | 0.0% | |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $8,000 | – | 195 | +100.0% | 0.00% | – |
SDIV | GLOBAL X FDSglb x superdiv | $6,000 | -14.3% | 550 | 0.0% | 0.00% | 0.0% | |
EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $6,000 | – | 204 | +100.0% | 0.00% | – |
MU | MICRON TECHNOLOGY INC | $12,000 | -20.0% | 158 | 0.0% | 0.00% | -50.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $11,000 | -15.4% | 144 | 0.0% | 0.00% | 0.0% | |
MTCH | New | MATCH GROUP INC NEW | $6,000 | – | 51 | +100.0% | 0.00% | – |
VAC | MARRIOTT VACTINS WORLDWID CO | $5,000 | -16.7% | 33 | 0.0% | 0.00% | 0.0% | |
AVTR | AVANTOR INC | $9,000 | -25.0% | 280 | 0.0% | 0.00% | 0.0% | |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,000 | +66.7% | 43 | +87.0% | 0.00% | 0.0% |
HPQ | HP INC | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
HL | HECLA MNG CO | $5,000 | +25.0% | 750 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $7,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
VMW | VMWARE INC | $7,000 | -12.5% | 65 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $12,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
HOLX | New | HOLOGIC INC | $5,000 | – | 62 | +100.0% | 0.00% | – |
ANET | New | ARISTA NETWORKS INC | $11,000 | – | 80 | +100.0% | 0.00% | – |
ARI | APOLLO COML REAL EST FIN INC | $14,000 | +7.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
HMN | Sell | HORACE MANN EDUCATORS CORP N | $9,000 | -30.8% | 220 | -36.2% | 0.00% | 0.0% |
JWA | WILEY JOHN & SONS INCcl a | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
WDAY | WORKDAY INCcl a | $6,000 | -14.3% | 24 | 0.0% | 0.00% | 0.0% | |
AIG | AMERICAN INTL GROUP INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
IMUX | IMMUNIC INC | $11,000 | +10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
AXP | New | AMERICAN EXPRESS CO | $5,000 | – | 28 | +100.0% | 0.00% | – |
INFN | INFINERA CORP | $13,000 | -7.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
AEP | AMERICAN ELEC PWR CO INC | $13,000 | +18.2% | 129 | 0.0% | 0.00% | 0.0% | |
AVUV | AMERICAN CENTY ETF TRus sml cp valu | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $14,000 | -6.7% | 317 | 0.0% | 0.00% | -50.0% | |
AMRC | Sell | AMERESCO INCcl a | $6,000 | -25.0% | 78 | -22.0% | 0.00% | 0.0% |
AMALGAMATED FINANCIAL CORP | $9,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% | ||
REM | New | ISHARES TRmortge rel etf | $12,000 | – | 372 | +100.0% | 0.00% | – |
ALE | Sell | ALLETE INC | $13,000 | -40.9% | 200 | -39.9% | 0.00% | -50.0% |
FXI | Sell | ISHARES TRchina lg-cap etf | $5,000 | -94.6% | 160 | -93.6% | 0.00% | -88.9% |
ABMD | New | ABIOMED INC | $5,000 | – | 15 | +100.0% | 0.00% | – |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $5,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
RNR | RENAISSANCERE HLDGS LTD | $13,000 | -7.1% | 85 | 0.0% | 0.00% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $6,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
TPGY | TPG PACE BEN FIN CORP | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $12,000 | +9.1% | 193 | +31.3% | 0.00% | 0.0% |
ITA | ISHARES TRus aer def etf | $13,000 | +8.3% | 120 | 0.0% | 0.00% | 0.0% | |
IEI | New | ISHARES TR3 7 yr treas bd | $13,000 | – | 109 | +100.0% | 0.00% | – |
MAXN | Sell | MAXEON SOLAR TECHNOLOGIES LT | $5,000 | 0.0% | 371 | -4.9% | 0.00% | 0.0% |
DOV | DOVER CORP | $14,000 | -12.5% | 90 | 0.0% | 0.00% | -50.0% | |
D | DOMINION ENERGY INC | $6,000 | +20.0% | 66 | 0.0% | 0.00% | 0.0% | |
FLRN | New | SPDR SER TRblomberg brc inv | $11,000 | – | 350 | +100.0% | 0.00% | – |
SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $10,000 | +11.1% | 189 | +7.4% | 0.00% | 0.0% |
EOG | New | EOG RES INC | $11,000 | – | 93 | +100.0% | 0.00% | – |
DLR | Buy | DIGITAL RLTY TR INC | $10,000 | -16.7% | 73 | +4.3% | 0.00% | 0.0% |
SPLG | SPDR SER TRportfolio s&p500 | $14,000 | -6.7% | 265 | 0.0% | 0.00% | -50.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $12,000 | -7.7% | 1,150 | 0.0% | 0.00% | 0.0% | |
XLE | New | SELECT SECTOR SPDR TRenergy | $13,000 | – | 170 | +100.0% | 0.00% | – |
KRE | SPDR SER TRs&p regl bkg | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
SLYV | SPDR SER TRs&p 600 smcp val | $10,000 | -9.1% | 125 | 0.0% | 0.00% | 0.0% | |
SRE | New | SEMPRA ENERGY | $8,000 | – | 48 | +100.0% | 0.00% | – |
EDIT | Buy | EDITAS MEDICINE INC | $6,000 | +50.0% | 321 | +127.7% | 0.00% | – |
EFV | ISHARES TReafe value etf | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
DAL | DELTA AIR LINES INC DEL | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ARKG | ARK ETF TRgenomic rev etf | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
HAIN | Buy | HAIN CELESTIAL GROUP INC | $4,000 | -20.0% | 126 | +5.0% | 0.00% | -100.0% |
VB | VANGUARD INDEX FDSsmall cp etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC | $0 | – | 10 | 0.0% | 0.00% | – | |
AME | Exit | AMETEK INC | $0 | – | -23 | -100.0% | 0.00% | – |
FNV | FRANCO NEV CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
SGEN | Buy | SEAGEN INC | $4,000 | 0.0% | 26 | +4.0% | 0.00% | – |
FCX | FREEPORT-MCMORAN INCcl b | $3,000 | +50.0% | 57 | 0.0% | 0.00% | – | |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 131 | 0.0% | 0.00% | – | |
CDK | CDK GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
FCEL | FUELCELL ENERGY INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
GGN | GAMCO GLOBAL GOLD NAT RES & | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
MANU | MANCHESTER UTD PLC NEWord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
AKBA | AKEBIA THERAPEUTICS INC | $0 | -100.0% | 561 | 0.0% | 0.00% | – | |
Exit | ORION OFFICE REIT INC | $0 | – | -120 | -100.0% | 0.00% | – | |
MLHR | Buy | MILLER HERMAN INC | $4,000 | 0.0% | 109 | +9.0% | 0.00% | – |
JNK | SPDR SER TRbloomberg brclys | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ARKX | ARK ETF TRark space expl | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $4,000 | -20.0% | 396 | 0.0% | 0.00% | -100.0% | |
BYND | BEYOND MEAT INC | $4,000 | -20.0% | 80 | 0.0% | 0.00% | -100.0% | |
BAX | BAXTER INTL INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
MACK | MERRIMACK PHARMACEUTICALS IN | $3,000 | +50.0% | 500 | 0.0% | 0.00% | – | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
MTLS | Sell | MATERIALISE NVsponsored ads | $3,000 | -25.0% | 134 | -10.7% | 0.00% | – |
BP | BP PLCsponsored adr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ARKF | ARK ETF TRfintech innova | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – | |
GPMT | GRANITE PT MTG TR INC | $0 | – | 18 | 0.0% | 0.00% | – | |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,000 | – | 20 | +100.0% | 0.00% | – |
VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $4,000 | – | 60 | +100.0% | 0.00% | – |
WFRD | Exit | WEATHERFORD INTL PLC | $0 | – | -1 | -100.0% | 0.00% | – |
AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
VIACA | VIACOMCBS INCcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
DNMR | DANIMER SCIENTIFIC INC | $3,000 | -25.0% | 454 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $3,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
NVTA | Buy | INVITAE CORP | $3,000 | -25.0% | 413 | +65.9% | 0.00% | – |
VIRX | VIRACTA THERAPEUTICS INC | $0 | – | 47 | 0.0% | 0.00% | – | |
ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -100.0% | |
EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
RMO | ROMEO POWER INC | $1,000 | -75.0% | 1,000 | 0.0% | 0.00% | – | |
DBEF | DBX ETF TRxtrack msci eafe | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ENB | ENBRIDGE INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
VRM | VROOM INC | $1,000 | -80.0% | 500 | 0.0% | 0.00% | -100.0% | |
PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $4,000 | – | 193 | +100.0% | 0.00% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -34 | -100.0% | 0.00% | – |
WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
LEVI | LEVI STRAUSS & CO NEW | $1,000 | -50.0% | 65 | 0.0% | 0.00% | – | |
KN | KNOWLES CORP | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
HYG | ISHARES TRiboxx hi yd etf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
EMB | ISHARES TRjpmorgan usd emg | $3,000 | -25.0% | 33 | 0.0% | 0.00% | – | |
AZRE | Buy | AZURE PWR GLOBAL LTD | $3,000 | 0.0% | 197 | +15.9% | 0.00% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -200 | -100.0% | 0.00% | – |
ROM | Buy | PROSHARES TR | $3,000 | -25.0% | 60 | +100.0% | 0.00% | – |
PLAN | ANAPLAN INC | $4,000 | +33.3% | 55 | 0.0% | 0.00% | – | |
WOW | WIDEOPENWEST INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
HST | HOST HOTELS & RESORTS INC | $2,000 | +100.0% | 81 | 0.0% | 0.00% | – | |
JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,000 | -20.0% | 136 | 0.0% | 0.00% | -100.0% | |
PSTI | Buy | PLURISTEM THERAPEUTICS INC | $3,000 | +50.0% | 1,542 | +14.7% | 0.00% | – |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | – | 35 | 0.0% | 0.00% | – | |
FTCH | FARFETCH LTDord sh cl a | $3,000 | -57.1% | 200 | 0.0% | 0.00% | -100.0% | |
Exit | VICTORIAS SECRET AND CO | $0 | – | -3 | -100.0% | 0.00% | – | |
VFC | Exit | V F CORP | $0 | – | -51 | -100.0% | 0.00% | – |
CC | CHEMOURS CO | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
CHGG | Sell | CHEGG INC | $2,000 | 0.0% | 52 | -1.9% | 0.00% | – |
Exit | BATH & BODY WORKS INC | $0 | – | -10 | -100.0% | 0.00% | – | |
FAF | FIRST AMERN FINL CORP | $4,000 | -20.0% | 60 | 0.0% | 0.00% | -100.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
CHX | CHAMPIONX CORPORATION | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $4,000 | -20.0% | 515 | 0.0% | 0.00% | -100.0% | |
OSUR | Buy | ORASURE TECHNOLOGIES INC | $4,000 | +100.0% | 541 | +140.4% | 0.00% | – |
TFC | TRUIST FINL CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
DUK | DUKE ENERGY CORP NEW | $4,000 | +33.3% | 33 | 0.0% | 0.00% | – | |
HEWJ | New | ISHARES TRhdg msci japan | $2,000 | – | 60 | +100.0% | 0.00% | – |
IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -40 | -100.0% | -0.00% | – |
BLDE | Exit | BLADE AIR MOBILITY INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
WFCF | Exit | WHERE FOOD COMES FROM INC | $0 | – | -316 | -100.0% | -0.00% | – |
BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -335 | -100.0% | -0.00% | – |
COIN | Exit | COINBASE GLOBAL INC | $0 | – | -40 | -100.0% | -0.00% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -121 | -100.0% | -0.00% | – |
OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -36 | -100.0% | -0.00% | – |
Exit | TOAST INCcl a | $0 | – | -200 | -100.0% | -0.00% | – | |
PLL | Exit | PIEDMONT LITHIUM INC | $0 | – | -100 | -100.0% | -0.00% | – |
HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -104 | -100.0% | -0.00% | – |
Exit | LUCID GROUP INC | $0 | – | -500 | -100.0% | -0.00% | – | |
OTLY | Exit | OATLY GROUP ABsponsored ads | $0 | – | -2,900 | -100.0% | -0.00% | – |
Exit | KYNDRYL HLDGS INC | $0 | – | -1,341 | -100.0% | -0.00% | – | |
FTV | Exit | FORTIVE CORP | $0 | – | -350 | -100.0% | -0.00% | – |
PATH | Exit | UIPATH INCcl a | $0 | – | -600 | -100.0% | -0.00% | – |
Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -250 | -100.0% | -0.00% | – | |
SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -2,250 | -100.0% | -0.00% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -1,024 | -100.0% | -0.00% | – |
RXRX | Exit | RECURSION PHARMACEUTICALS INcl a | $0 | – | -2,751 | -100.0% | -0.01% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -960 | -100.0% | -0.01% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -868 | -100.0% | -0.01% | – | |
Exit | SK TELECOM LTDsponsored adr | $0 | – | -4,098 | -100.0% | -0.01% | – | |
OGN | Exit | ORGANON & CO | $0 | – | -6,237 | -100.0% | -0.02% | – |
AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -1,725 | -100.0% | -0.02% | – |
SE | Exit | SEA LTDsponsord ads | $0 | – | -1,150 | -100.0% | -0.03% | – |
APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -13,425 | -100.0% | -0.10% | – |
IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -37,780 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 43 | Q4 2023 | 7.4% |
AMAZON COM INC | 43 | Q4 2023 | 6.2% |
Microsoft Corporation | 43 | Q4 2023 | 6.8% |
PEPSICO INC | 43 | Q4 2023 | 2.6% |
MERCK & CO. INC | 43 | Q4 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 43 | Q4 2023 | 3.2% |
Enterprise Products Partners | 43 | Q4 2023 | 2.8% |
VISA INC | 43 | Q4 2023 | 2.8% |
AMGEN INC | 43 | Q4 2023 | 2.3% |
SPDR GOLD TRUST | 43 | Q4 2023 | 2.8% |
View BALDWIN BROTHERS LLC/MA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-14 |
View BALDWIN BROTHERS LLC/MA'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.