$771 Million is the total value of BALDWIN BROTHERS LLC/MA's 798 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 11.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $53,733,000 | -21.9% | 393,013 | -0.2% | 6.97% | -4.4% |
MSFT | Sell | MICROSOFT CORP | $52,585,000 | -17.1% | 204,745 | -0.5% | 6.82% | +1.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $36,566,000 | -22.4% | 16,779 | -1.0% | 4.74% | -5.1% |
AMZN | Buy | AMAZON COM INC | $33,711,000 | -34.7% | 317,395 | +1905.4% | 4.37% | -20.1% |
TIP | Sell | ISHARES TRtips bd etf | $32,262,000 | -22.4% | 283,223 | -15.1% | 4.18% | -5.0% |
COST | Sell | COSTCO WHSL CORP NEW | $27,205,000 | -17.5% | 56,762 | -0.8% | 3.53% | +0.9% |
NEE | Sell | NEXTERA ENERGY INC | $23,314,000 | -9.5% | 300,980 | -1.1% | 3.02% | +10.7% |
BX | Buy | BLACKSTONE INC | $22,333,000 | -27.3% | 244,795 | +1.1% | 2.90% | -11.1% |
V | Sell | VISA INC | $20,659,000 | -12.3% | 104,928 | -1.2% | 2.68% | +7.3% |
ACN | Buy | ACCENTURE PLC IRELAND | $17,793,000 | -17.6% | 64,086 | +0.1% | 2.31% | +0.8% |
WM | Sell | WASTE MGMT INC DEL | $17,605,000 | -6.4% | 115,079 | -3.0% | 2.28% | +14.6% |
MRK | Sell | MERCK & CO INC | $16,310,000 | +5.8% | 178,899 | -4.8% | 2.12% | +29.4% |
PEP | Sell | PEPSICO INC | $16,172,000 | -5.8% | 97,036 | -5.4% | 2.10% | +15.2% |
HUM | Sell | HUMANA INC | $15,452,000 | +4.3% | 33,012 | -3.1% | 2.00% | +27.6% |
UNP | Sell | UNION PAC CORP | $14,606,000 | -23.6% | 68,482 | -2.1% | 1.89% | -6.5% |
FRC | Sell | FIRST REP BK SAN FRANCISCO C | $14,431,000 | -14.0% | 100,077 | -3.4% | 1.87% | +5.2% |
GLD | Sell | SPDR GOLD TR | $14,070,000 | -9.8% | 83,519 | -3.3% | 1.82% | +10.3% |
DHR | Sell | DANAHER CORPORATION | $13,920,000 | -14.3% | 54,908 | -0.9% | 1.80% | +4.8% |
PNC | Buy | PNC FINL SVCS GROUP INC | $13,343,000 | -13.1% | 84,570 | +1.6% | 1.73% | +6.3% |
CMCSA | Sell | COMCAST CORP NEWcl a | $12,853,000 | -16.5% | 327,542 | -0.4% | 1.67% | +2.2% |
ZTS | Buy | ZOETIS INCcl a | $12,199,000 | -8.1% | 70,972 | +0.8% | 1.58% | +12.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $11,941,000 | -4.7% | 235,292 | -4.4% | 1.55% | +16.6% |
HON | Buy | HONEYWELL INTL INC | $11,320,000 | +6.7% | 65,131 | +19.5% | 1.47% | +30.6% |
SBUX | Sell | STARBUCKS CORP | $10,916,000 | -17.6% | 142,890 | -1.9% | 1.42% | +0.8% |
AJG | Sell | GALLAGHER ARTHUR J & CO | $10,197,000 | -9.4% | 62,543 | -3.0% | 1.32% | +10.8% |
MDT | Sell | MEDTRONIC PLC | $9,873,000 | -20.2% | 110,001 | -1.4% | 1.28% | -2.4% |
TGT | Sell | TARGET CORP | $9,632,000 | -39.8% | 68,200 | -9.5% | 1.25% | -26.3% |
PLD | Buy | PROLOGIS INC. | $8,569,000 | -25.1% | 72,837 | +2.8% | 1.11% | -8.3% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $8,313,000 | -23.5% | 22,708 | -4.8% | 1.08% | -6.4% |
URI | Buy | UNITED RENTALS INC | $8,055,000 | +178.1% | 33,161 | +306.7% | 1.04% | +240.1% |
GRMN | Sell | GARMIN LTD | $7,463,000 | -22.0% | 75,959 | -5.8% | 0.97% | -4.5% |
JPM | Buy | JPMORGAN CHASE & CO | $7,213,000 | -10.6% | 64,049 | +8.2% | 0.94% | +9.4% |
IVV | Buy | ISHARES TRcore s&p500 etf | $6,616,000 | -16.2% | 17,450 | +0.2% | 0.86% | +2.5% |
GOOG | Sell | ALPHABET INCcap stk cl c | $6,593,000 | -21.7% | 3,014 | -0.0% | 0.86% | -4.3% |
JNJ | Sell | JOHNSON & JOHNSON | $6,357,000 | -0.5% | 35,810 | -0.6% | 0.82% | +21.7% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $6,354,000 | -5.6% | 260,729 | -0.1% | 0.82% | +15.4% |
EL | Sell | LAUDER ESTEE COS INCcl a | $6,237,000 | -8.2% | 24,492 | -1.8% | 0.81% | +12.4% |
KLAC | Buy | KLA CORP | $6,148,000 | +1735.2% | 19,269 | +2005.9% | 0.80% | +2113.9% |
CF | Buy | CF INDS HLDGS INC | $5,394,000 | -13.1% | 62,923 | +4.4% | 0.70% | +6.2% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $5,386,000 | -21.3% | 39,604 | +1.6% | 0.70% | -3.9% |
BAC | Sell | BK OF AMERICA CORP | $5,167,000 | -24.6% | 165,990 | -0.2% | 0.67% | -7.8% |
MSCI | Sell | MSCI INC | $5,068,000 | -21.7% | 12,297 | -4.5% | 0.66% | -4.2% |
EXP | Sell | EAGLE MATLS INC | $5,050,000 | -18.5% | 45,935 | -4.8% | 0.66% | -0.2% |
XOM | Sell | EXXON MOBIL CORP | $3,368,000 | +2.8% | 39,323 | -0.8% | 0.44% | +25.9% |
CVX | Buy | CHEVRON CORP NEW | $2,809,000 | -10.5% | 19,399 | +0.6% | 0.36% | +9.3% |
ADI | Sell | ANALOG DEVICES INC | $2,789,000 | -38.8% | 19,094 | -30.8% | 0.36% | -25.1% |
GBIL | GOLDMAN SACHS ETF TRacces treasury | $2,591,000 | -0.1% | 25,947 | 0.0% | 0.34% | +22.2% | |
PFE | Sell | PFIZER INC | $2,467,000 | -9.3% | 47,052 | -10.5% | 0.32% | +11.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,311,000 | -8.7% | 4,255 | -0.7% | 0.30% | +11.9% |
A | Sell | AGILENT TECHNOLOGIES INC | $2,290,000 | -11.4% | 19,284 | -1.3% | 0.30% | +8.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,192,000 | -24.5% | 8,029 | -2.4% | 0.28% | -7.8% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $2,091,000 | -2.3% | 43,790 | +0.3% | 0.27% | +19.4% |
AXSM | Sell | AXSOME THERAPEUTICS INC | $2,024,000 | -10.8% | 52,845 | -3.6% | 0.26% | +8.7% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $2,022,000 | -11.7% | 26,869 | -6.7% | 0.26% | +7.8% |
ABBV | ABBVIE INC | $1,969,000 | -5.5% | 12,855 | 0.0% | 0.26% | +15.4% | |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,953,000 | -31.5% | 5,176 | -18.1% | 0.25% | -16.2% |
LDP | Sell | COHEN & STEERS LTD DURATION | $1,908,000 | -73.9% | 96,402 | -69.8% | 0.25% | -68.2% |
UNH | UNITEDHEALTH GROUP INC | $1,715,000 | +0.7% | 3,339 | 0.0% | 0.22% | +23.3% | |
CVS | CVS HEALTH CORP | $1,601,000 | -8.5% | 17,279 | 0.0% | 0.21% | +12.4% | |
New | NUVECTIS PHARMA INC | $1,355,000 | – | 121,000 | +100.0% | 0.18% | – | |
TSLA | Buy | TESLA INC | $1,358,000 | -37.4% | 2,017 | +0.1% | 0.18% | -23.5% |
IDXX | Sell | IDEXX LABS INC | $1,345,000 | -44.2% | 3,835 | -13.0% | 0.17% | -31.8% |
ROP | Sell | ROPER TECHNOLOGIES INC | $1,310,000 | -21.2% | 3,320 | -5.7% | 0.17% | -3.4% |
IAU | New | ISHARES GOLD TRishares new | $1,296,000 | – | 37,780 | +100.0% | 0.17% | – |
HD | Sell | HOME DEPOT INC | $1,239,000 | -9.0% | 4,517 | -0.7% | 0.16% | +11.8% |
SPGI | S&P GLOBAL INC | $1,198,000 | -17.8% | 3,555 | 0.0% | 0.16% | 0.0% | |
DIS | Sell | DISNEY WALT CO | $1,148,000 | -31.3% | 12,157 | -0.2% | 0.15% | -15.8% |
BMO | BANK MONTREAL QUE | $1,116,000 | -18.4% | 11,600 | 0.0% | 0.14% | 0.0% | |
EMR | EMERSON ELEC CO | $1,055,000 | -18.8% | 13,259 | 0.0% | 0.14% | -0.7% | |
CNI | CANADIAN NATL RY CO | $1,059,000 | -16.2% | 9,412 | 0.0% | 0.14% | +2.2% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,047,000 | -38.8% | 5,739 | -28.1% | 0.14% | -24.9% |
IBM | INTERNATIONAL BUSINESS MACHS | $1,009,000 | +8.6% | 7,144 | 0.0% | 0.13% | +33.7% | |
PRU | PRUDENTIAL FINL INC | $976,000 | -19.0% | 10,200 | 0.0% | 0.13% | -0.8% | |
FB | Sell | META PLATFORMS INCcl a | $958,000 | -28.8% | 5,942 | -1.9% | 0.12% | -13.3% |
PG | PROCTER AND GAMBLE CO | $959,000 | -5.9% | 6,667 | 0.0% | 0.12% | +14.8% | |
MMM | Sell | 3M CO | $943,000 | -14.1% | 7,284 | -1.2% | 0.12% | +5.2% |
TD | Sell | TORONTO DOMINION BK ONT | $916,000 | -17.8% | 13,968 | -0.5% | 0.12% | +0.8% |
PYPL | Sell | PAYPAL HLDGS INC | $913,000 | -93.3% | 13,064 | -88.9% | 0.12% | -91.9% |
BNS | BANK NOVA SCOTIA B C | $876,000 | -17.4% | 14,800 | 0.0% | 0.11% | +1.8% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $789,000 | -11.5% | 5,500 | 0.0% | 0.10% | +7.4% | |
TRGP | TARGA RES CORP | $774,000 | -20.9% | 12,968 | 0.0% | 0.10% | -3.8% | |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $744,000 | -11.6% | 17,900 | 0.0% | 0.10% | +7.9% | |
KMB | KIMBERLY-CLARK CORP | $705,000 | +9.6% | 5,220 | 0.0% | 0.09% | +33.8% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $684,000 | -15.7% | 1,654 | 0.0% | 0.09% | +3.5% | |
AWK | AMERICAN WTR WKS CO INC NEW | $679,000 | -10.1% | 4,561 | 0.0% | 0.09% | +10.0% | |
ET | Sell | ENERGY TRANSFER L P | $655,000 | -11.5% | 65,655 | -0.7% | 0.08% | +9.0% |
New | APOLLO GLOBAL MGMT INC | $651,000 | – | 13,425 | +100.0% | 0.08% | – | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $640,000 | -12.4% | 2,029 | -0.8% | 0.08% | +7.8% |
CHD | CHURCH & DWIGHT CO INC | $642,000 | -6.6% | 6,920 | 0.0% | 0.08% | +13.7% | |
ECL | Sell | ECOLAB INC | $630,000 | -30.6% | 4,102 | -20.2% | 0.08% | -14.6% |
GSBD | Sell | GOLDMAN SACHS BDC INC | $628,000 | -16.6% | 37,391 | -2.6% | 0.08% | +1.2% |
MSI | MOTOROLA SOLUTIONS INC | $616,000 | -13.5% | 2,941 | 0.0% | 0.08% | +6.7% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $576,000 | -6.0% | 13,831 | +4.1% | 0.08% | +15.4% |
WFC | WELLS FARGO CO NEW | $576,000 | -19.1% | 14,700 | 0.0% | 0.08% | 0.0% | |
HTA | HEALTHCARE TR AMER INCcl a new | $581,000 | -10.9% | 20,804 | 0.0% | 0.08% | +8.7% | |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $571,000 | +2.7% | 13,982 | +20.7% | 0.07% | +25.4% |
INTU | INTUIT | $562,000 | -19.8% | 1,458 | 0.0% | 0.07% | -1.4% | |
IJH | ISHARES TRcore s&p mcp etf | $564,000 | -15.8% | 2,495 | 0.0% | 0.07% | +2.8% | |
AMT | AMERICAN TOWER CORP NEW | $545,000 | +1.9% | 2,129 | 0.0% | 0.07% | +24.6% | |
CTLT | CATALENT INC | $544,000 | -3.2% | 5,072 | 0.0% | 0.07% | +18.3% | |
PACW | PACWEST BANCORP DEL | $544,000 | -38.3% | 20,418 | 0.0% | 0.07% | -23.7% | |
HLIO | HELIOS TECHNOLOGIES INC | $525,000 | -17.5% | 7,926 | 0.0% | 0.07% | +1.5% | |
SO | SOUTHERN CO | $525,000 | -1.7% | 7,367 | 0.0% | 0.07% | +19.3% | |
TRV | TRAVELERS COMPANIES INC | $517,000 | -7.3% | 3,055 | 0.0% | 0.07% | +13.6% | |
ABT | ABBOTT LABS | $515,000 | -8.2% | 4,743 | 0.0% | 0.07% | +13.6% | |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $516,000 | -18.4% | 449 | -2.4% | 0.07% | 0.0% |
PM | PHILIP MORRIS INTL INC | $520,000 | +5.1% | 5,271 | 0.0% | 0.07% | +28.8% | |
NVDA | Sell | NVIDIA CORPORATION | $504,000 | -59.3% | 3,320 | -26.7% | 0.06% | -50.4% |
CG | CARLYLE GROUP INC | $503,000 | -35.3% | 15,900 | 0.0% | 0.06% | -20.7% | |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $490,000 | -13.4% | 7,012 | 0.0% | 0.06% | +6.7% | |
EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $470,000 | -10.0% | 7,697 | +0.9% | 0.06% | +10.9% |
RTX | RAYTHEON TECHNOLOGIES CORP | $460,000 | -3.0% | 4,783 | 0.0% | 0.06% | +20.0% | |
ORCL | ORACLE CORP | $462,000 | -15.5% | 6,615 | 0.0% | 0.06% | +3.4% | |
HASI | HANNON ARMSTRONG SUST INFR C | $443,000 | -20.2% | 11,702 | 0.0% | 0.06% | -3.4% | |
INTC | Sell | INTEL CORP | $432,000 | -29.4% | 11,548 | -6.5% | 0.06% | -13.8% |
VIS | VANGUARD WORLD FDSindustrial etf | $422,000 | -15.9% | 2,583 | 0.0% | 0.06% | +3.8% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $427,000 | -14.8% | 2,850 | 0.0% | 0.06% | +3.8% | |
FISV | FISERV INC | $419,000 | -12.3% | 4,712 | 0.0% | 0.05% | +5.9% | |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $409,000 | -20.1% | 1,460 | +3.4% | 0.05% | -1.9% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.05% | -5.4% | |
IJR | ISHARES TRcore s&p scp etf | $409,000 | -14.4% | 4,429 | 0.0% | 0.05% | +3.9% | |
COP | CONOCOPHILLIPS | $406,000 | -10.2% | 4,524 | 0.0% | 0.05% | +10.4% | |
GLP | Sell | GLOBAL PARTNERS LP | $402,000 | -14.5% | 17,125 | -0.7% | 0.05% | +4.0% |
ISRG | INTUITIVE SURGICAL INC | $394,000 | -33.6% | 1,963 | 0.0% | 0.05% | -19.0% | |
LOW | LOWES COS INC | $396,000 | -13.5% | 2,262 | 0.0% | 0.05% | +4.1% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $391,000 | -8.9% | 10,500 | 0.0% | 0.05% | +13.3% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $390,000 | +2.9% | 3,433 | -1.4% | 0.05% | +27.5% |
AMGN | Sell | AMGEN INC | $384,000 | -28.1% | 1,580 | -28.5% | 0.05% | -12.3% |
MO | ALTRIA GROUP INC | $380,000 | -20.0% | 9,100 | 0.0% | 0.05% | -2.0% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $381,000 | -25.6% | 2,770 | 0.0% | 0.05% | -9.3% | |
IWR | ISHARES TRrus mid cap etf | $375,000 | -17.2% | 5,807 | 0.0% | 0.05% | +2.1% | |
APD | AIR PRODS & CHEMS INC | $378,000 | -3.8% | 1,574 | 0.0% | 0.05% | +16.7% | |
CLX | CLOROX CO DEL | $367,000 | +1.7% | 2,600 | 0.0% | 0.05% | +26.3% | |
MCD | MCDONALDS CORP | $372,000 | 0.0% | 1,508 | 0.0% | 0.05% | +23.1% | |
IWP | ISHARES TRrus md cp gr etf | $369,000 | -21.2% | 4,659 | 0.0% | 0.05% | -4.0% | |
CRM | SALESFORCE INC | $367,000 | -22.2% | 2,222 | 0.0% | 0.05% | -4.0% | |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $365,000 | -52.5% | 4,469 | -39.3% | 0.05% | -42.0% |
AVGO | BROADCOM INC | $365,000 | -23.0% | 752 | 0.0% | 0.05% | -6.0% | |
AMD | ADVANCED MICRO DEVICES INC | $345,000 | -30.0% | 4,512 | 0.0% | 0.04% | -13.5% | |
MKC | Sell | MCCORMICK & CO INC | $347,000 | -26.9% | 4,173 | -12.4% | 0.04% | -10.0% |
IWM | ISHARES TRrussell 2000 etf | $336,000 | -17.4% | 1,982 | 0.0% | 0.04% | +2.3% | |
PGR | PROGRESSIVE CORP | $335,000 | +2.1% | 2,878 | 0.0% | 0.04% | +22.9% | |
WES | WESTERN MIDSTREAM PARTNERS L | $325,000 | -3.8% | 13,388 | 0.0% | 0.04% | +16.7% | |
IVE | Buy | ISHARES TRs&p 500 val etf | $327,000 | +0.9% | 2,381 | +14.4% | 0.04% | +23.5% |
MPLX | MPLX LP | $315,000 | -12.0% | 10,796 | 0.0% | 0.04% | +7.9% | |
SNPS | SYNOPSYS INC | $316,000 | -8.9% | 1,040 | 0.0% | 0.04% | +10.8% | |
NVO | Sell | NOVO-NORDISK A Sadr | $306,000 | -1.0% | 2,744 | -1.4% | 0.04% | +21.2% |
XAIR | BEYOND AIR INC | $304,000 | 0.0% | 45,500 | 0.0% | 0.04% | +21.9% | |
CTAS | CINTAS CORP | $291,000 | -12.3% | 780 | 0.0% | 0.04% | +8.6% | |
TT | TRANE TECHNOLOGIES PLC | $291,000 | -14.9% | 2,241 | 0.0% | 0.04% | +5.6% | |
LLY | LILLY ELI & CO | $290,000 | +13.3% | 893 | 0.0% | 0.04% | +40.7% | |
SWK | STANLEY BLACK & DECKER INC | $287,000 | -24.9% | 2,734 | 0.0% | 0.04% | -7.5% | |
IRT | INDEPENDENCE RLTY TR INC | $285,000 | -21.5% | 13,726 | 0.0% | 0.04% | -2.6% | |
HCA | HCA HEALTHCARE INC | $286,000 | -32.9% | 1,700 | 0.0% | 0.04% | -17.8% | |
FAST | Sell | FASTENAL CO | $275,000 | -30.9% | 5,500 | -17.9% | 0.04% | -14.3% |
TROW | PRICE T ROWE GROUP INC | $281,000 | -24.7% | 2,467 | 0.0% | 0.04% | -10.0% | |
BLD | TOPBUILD CORP | $267,000 | -7.9% | 1,600 | 0.0% | 0.04% | +12.9% | |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $269,000 | -8.5% | 27,359 | 0.0% | 0.04% | +12.9% | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $262,000 | -12.7% | 1,900 | 0.0% | 0.03% | +6.2% | |
IWF | ISHARES TRrus 1000 grw etf | $250,000 | -21.4% | 1,144 | 0.0% | 0.03% | -5.9% | |
UBER | Sell | UBER TECHNOLOGIES INC | $247,000 | -43.0% | 12,087 | -0.4% | 0.03% | -30.4% |
PSF | COHEN & STEERS SELECT PFD & | $244,000 | -11.9% | 12,000 | 0.0% | 0.03% | +10.3% | |
NOW | SERVICENOW INC | $238,000 | -14.4% | 500 | 0.0% | 0.03% | +6.9% | |
APH | AMPHENOL CORP NEWcl a | $232,000 | -14.4% | 3,600 | 0.0% | 0.03% | +3.4% | |
UNFI | UNITED NAT FOODS INC | $234,000 | -4.5% | 5,937 | 0.0% | 0.03% | +15.4% | |
SNV | SYNOVUS FINL CORP | $222,000 | -26.5% | 6,171 | 0.0% | 0.03% | -9.4% | |
UL | Sell | UNILEVER PLCspon adr new | $222,000 | -3.1% | 4,850 | -3.3% | 0.03% | +20.8% |
LDOS | Sell | LEIDOS HOLDINGS INC | $226,000 | -13.7% | 2,240 | -7.8% | 0.03% | +3.6% |
REGN | Sell | REGENERON PHARMACEUTICALS | $225,000 | -66.0% | 380 | -59.9% | 0.03% | -58.6% |
MCO | MOODYS CORP | $222,000 | -19.3% | 815 | 0.0% | 0.03% | 0.0% | |
TMUS | T-MOBILE US INC | $215,000 | +4.9% | 1,600 | 0.0% | 0.03% | +27.3% | |
TTD | THE TRADE DESK INC | $213,000 | -39.5% | 5,090 | 0.0% | 0.03% | -24.3% | |
ZS | Buy | ZSCALER INC | $209,000 | -29.6% | 1,400 | +13.8% | 0.03% | -12.9% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $206,000 | -10.8% | 980 | -3.4% | 0.03% | +12.5% |
NXPI | NXP SEMICONDUCTORS N V | $210,000 | -20.2% | 1,421 | 0.0% | 0.03% | -3.6% | |
MDB | MONGODB INCcl a | $212,000 | -41.4% | 815 | 0.0% | 0.03% | -28.9% | |
NSC | NORFOLK SOUTHN CORP | $209,000 | -20.5% | 920 | 0.0% | 0.03% | -3.6% | |
NOMD | NOMAD FOODS LTD | $200,000 | -11.5% | 10,000 | 0.0% | 0.03% | +8.3% | |
DXCM | Buy | DEXCOM INC | $203,000 | -41.7% | 2,724 | +300.0% | 0.03% | -29.7% |
DE | DEERE & CO | $198,000 | -28.0% | 660 | 0.0% | 0.03% | -10.3% | |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $202,000 | -26.5% | 1,200 | -1.2% | 0.03% | -10.3% |
TJX | Sell | TJX COS INC NEW | $200,000 | -9.9% | 3,579 | -2.2% | 0.03% | +8.3% |
BMY | BRISTOL-MYERS SQUIBB CO | $196,000 | +5.4% | 2,550 | 0.0% | 0.02% | +25.0% | |
ING | Sell | ING GROEP N.V.sponsored adr | $195,000 | -8.5% | 19,641 | -3.7% | 0.02% | +8.7% |
IX | Sell | ORIX CORPsponsored adr | $191,000 | -18.7% | 2,274 | -3.5% | 0.02% | 0.0% |
IJS | ISHARES TRsp smcp600vl etf | $191,000 | -13.2% | 2,145 | 0.0% | 0.02% | +8.7% | |
HDB | Sell | HDFC BANK LTDsponsored ads | $190,000 | -13.6% | 3,465 | -3.2% | 0.02% | +8.7% |
WMT | Sell | WALMART INC | $190,000 | -20.8% | 1,563 | -3.0% | 0.02% | 0.0% |
ASML | ASML HOLDING N V | $183,000 | -28.8% | 385 | 0.0% | 0.02% | -11.1% | |
HUBS | HUBSPOT INC | $183,000 | -36.9% | 610 | 0.0% | 0.02% | -22.6% | |
SIVB | SVB FINANCIAL GROUP | $188,000 | -29.3% | 475 | 0.0% | 0.02% | -14.3% | |
NKE | NIKE INCcl b | $185,000 | -23.9% | 1,809 | 0.0% | 0.02% | -7.7% | |
PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $183,000 | -13.7% | 4,600 | 0.0% | 0.02% | +9.1% | |
REG | Buy | REGENCY CTRS CORP | $178,000 | -12.3% | 3,000 | +5.4% | 0.02% | +4.5% |
SHOP | Buy | SHOPIFY INCcl a | $181,000 | -49.4% | 5,800 | +994.3% | 0.02% | -39.5% |
PLTK | PLAYTIKA HLDG CORP | $178,000 | -31.3% | 13,414 | 0.0% | 0.02% | -14.8% | |
NFLX | Buy | NETFLIX INC | $171,000 | -41.0% | 975 | +25.8% | 0.02% | -29.0% |
VNQ | VANGUARD INDEX FDSreal estate etf | $172,000 | -15.7% | 1,886 | 0.0% | 0.02% | 0.0% | |
EFA | Sell | ISHARES TRmsci eafe etf | $166,000 | -29.1% | 2,651 | -16.6% | 0.02% | -12.0% |
JETS | ETF SER SOLUTIONSus glb jets | $171,000 | -24.3% | 10,366 | 0.0% | 0.02% | -8.3% | |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $171,000 | -21.2% | 1,531 | -5.1% | 0.02% | -4.3% |
CARA | CARA THERAPEUTICS INC | $167,000 | -25.1% | 18,327 | 0.0% | 0.02% | -8.3% | |
TEL | TE CONNECTIVITY LTD | $169,000 | -13.8% | 1,495 | 0.0% | 0.02% | +4.8% | |
TEAM | Sell | ATLASSIAN CORP PLCcl a | $159,000 | -38.4% | 848 | -3.4% | 0.02% | -22.2% |
SAP | Sell | SAP SEspon adr | $164,000 | -21.5% | 1,808 | -3.8% | 0.02% | -4.5% |
STZ | CONSTELLATION BRANDS INCcl a | $162,000 | +1.2% | 695 | 0.0% | 0.02% | +23.5% | |
FDD | FIRST TR STOXX EUROPEAN SELE | $161,000 | -17.9% | 14,782 | 0.0% | 0.02% | 0.0% | |
OKE | ONEOK INC NEW | $160,000 | -21.2% | 2,879 | 0.0% | 0.02% | -4.5% | |
GM | GENERAL MTRS CO | $159,000 | -27.4% | 5,010 | 0.0% | 0.02% | -8.7% | |
CME | CME GROUP INC | $161,000 | -13.9% | 788 | 0.0% | 0.02% | +5.0% | |
VOO | New | VANGUARD INDEX FDS | $160,000 | – | 460 | +100.0% | 0.02% | – |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $164,000 | -8.4% | 1,525 | 0.0% | 0.02% | +10.5% | |
IWD | ISHARES TRrus 1000 val etf | $160,000 | -13.0% | 1,107 | 0.0% | 0.02% | +5.0% | |
PDT | HANCOCK JOHN PREM DIVID FD | $157,000 | -14.2% | 11,180 | 0.0% | 0.02% | +5.3% | |
CP | Sell | CANADIAN PAC RY LTD | $157,000 | -17.8% | 2,247 | -2.6% | 0.02% | 0.0% |
J | JACOBS ENGR GROUP INC | $153,000 | -7.3% | 1,200 | 0.0% | 0.02% | +17.6% | |
WY | WEYERHAEUSER CO MTN BE | $148,000 | -12.9% | 4,478 | 0.0% | 0.02% | +5.6% | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $148,000 | -61.1% | 1,570 | -45.4% | 0.02% | -52.5% |
BLK | Sell | BLACKROCK INC | $143,000 | -22.7% | 235 | -2.9% | 0.02% | -5.0% |
KO | COCA COLA CO | $146,000 | +1.4% | 2,320 | 0.0% | 0.02% | +26.7% | |
SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $150,000 | -5.7% | 1,798 | -3.1% | 0.02% | +11.8% |
SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $139,000 | -22.8% | 1,696 | -3.4% | 0.02% | -5.3% |
NVS | Sell | NOVARTIS AGsponsored adr | $136,000 | -6.8% | 1,614 | -2.7% | 0.02% | +20.0% |
SLV | Buy | ISHARES SILVER TRishares | $135,000 | -15.1% | 7,260 | +4.8% | 0.02% | +5.9% |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $136,000 | -8.7% | 5,350 | 0.0% | 0.02% | +12.5% | |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $128,000 | -10.5% | 5,592 | 0.0% | 0.02% | +13.3% | |
USMV | Buy | ISHARES TRmsci usa min vol | $134,000 | +59.5% | 1,911 | +75.5% | 0.02% | +88.9% |
XME | SPDR SER TRs&p metals mng | $128,000 | -29.3% | 2,950 | 0.0% | 0.02% | -10.5% | |
ABB | ABB LTDsponsored adr | $132,000 | -17.5% | 4,938 | 0.0% | 0.02% | 0.0% | |
ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $130,000 | -27.4% | 30,460 | -2.9% | 0.02% | -10.5% |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $125,000 | -6.7% | 4,520 | 0.0% | 0.02% | +14.3% | |
WTM | WHITE MTNS INS GROUP LTD | $125,000 | +9.6% | 100 | 0.0% | 0.02% | +33.3% | |
HIMS | HIMS & HERS HEALTH INC | $125,000 | -15.0% | 27,605 | 0.0% | 0.02% | 0.0% | |
SYK | Sell | STRYKER CORPORATION | $124,000 | -33.3% | 622 | -10.5% | 0.02% | -20.0% |
EBC | Sell | EASTERN BANKSHARES INC | $120,000 | -60.3% | 6,500 | -53.6% | 0.02% | -50.0% |
EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $124,000 | -15.1% | 1,900 | 0.0% | 0.02% | +6.7% | |
GS | GOLDMAN SACHS GROUP INC | $113,000 | -10.3% | 379 | 0.0% | 0.02% | +15.4% | |
CGNX | COGNEX CORP | $119,000 | -44.9% | 2,800 | 0.0% | 0.02% | -34.8% | |
LIT | Buy | GLOBAL X FDSlithium btry etf | $117,000 | -3.3% | 1,605 | +2.2% | 0.02% | +15.4% |
FERG | Sell | FERGUSON PLC NEW | $119,000 | -21.2% | 1,066 | -3.4% | 0.02% | -6.2% |
HESM | HESS MIDSTREAM LP | $112,000 | -6.7% | 4,000 | 0.0% | 0.02% | +15.4% | |
APPN | Sell | APPIAN CORPcl a | $114,000 | -35.2% | 2,400 | -17.2% | 0.02% | -21.1% |
SYNA | SYNAPTICS INC | $106,000 | -41.1% | 900 | 0.0% | 0.01% | -26.3% | |
GIS | Sell | GENERAL MLS INC | $109,000 | +0.9% | 1,444 | -9.1% | 0.01% | +27.3% |
REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $106,000 | -24.8% | 1,218 | +2.4% | 0.01% | -6.7% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $105,000 | -33.5% | 1,372 | -32.1% | 0.01% | -17.6% |
STAG | Buy | STAG INDL INC | $108,000 | -12.9% | 3,500 | +16.7% | 0.01% | +7.7% |
DXJ | WISDOMTREE TRjapn hedge eqt | $109,000 | -1.8% | 1,738 | 0.0% | 0.01% | +16.7% | |
ARCC | ARES CAPITAL CORP | $108,000 | -14.3% | 6,000 | 0.0% | 0.01% | +7.7% | |
SLVP | Buy | ISHARES INCmsci glb slv&mtl | $107,000 | -29.1% | 10,820 | +2.0% | 0.01% | -12.5% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $105,000 | -7.1% | 999 | +10.6% | 0.01% | +16.7% |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $109,000 | -19.9% | 14,500 | 0.0% | 0.01% | 0.0% | |
VEEV | Sell | VEEVA SYS INC | $99,000 | -11.6% | 500 | -4.8% | 0.01% | +8.3% |
TRP | TC ENERGY CORP | $104,000 | -8.8% | 2,011 | 0.0% | 0.01% | +8.3% | |
TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $99,000 | -5.7% | 2,338 | 0.0% | 0.01% | +18.2% | |
ITW | ILLINOIS TOOL WKS INC | $97,000 | -13.4% | 534 | 0.0% | 0.01% | +8.3% | |
ESTC | ELASTIC N V | $102,000 | -23.3% | 1,500 | 0.0% | 0.01% | -7.1% | |
EWJ | Buy | ISHARES INCmsci jpn etf new | $91,000 | -10.8% | 1,715 | +3.4% | 0.01% | +9.1% |
ROKU | ROKU INC | $90,000 | -34.8% | 1,100 | 0.0% | 0.01% | -20.0% | |
AMAT | Buy | APPLIED MATLS INC | $91,000 | -26.6% | 998 | +6.2% | 0.01% | -7.7% |
CAT | CATERPILLAR INC | $89,000 | -19.8% | 500 | 0.0% | 0.01% | 0.0% | |
TDOC | Sell | TELADOC HEALTH INC | $96,000 | -58.1% | 2,880 | -9.4% | 0.01% | -50.0% |
RA | BROOKFIELD REAL ASSETS INCOM | $92,000 | -11.5% | 5,000 | 0.0% | 0.01% | +9.1% | |
MGM | MGM RESORTS INTERNATIONAL | $94,000 | -30.9% | 3,250 | 0.0% | 0.01% | -14.3% | |
TCOM | Sell | TRIP COM GROUP LTDads | $91,000 | +13.8% | 3,328 | -3.9% | 0.01% | +50.0% |
AINV | APOLLO INVT CORP | $90,000 | -18.2% | 8,333 | 0.0% | 0.01% | 0.0% | |
WPC | WP CAREY INC | $83,000 | +2.5% | 1,000 | 0.0% | 0.01% | +22.2% | |
BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $81,000 | -45.6% | 954 | -15.1% | 0.01% | -31.2% |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $85,000 | -16.7% | 820 | 0.0% | 0.01% | 0.0% | |
New | SK TELECOM LTDsponsored adr | $86,000 | – | 3,867 | +100.0% | 0.01% | – | |
LIN | Sell | LINDE PLC | $86,000 | -18.9% | 300 | -9.9% | 0.01% | 0.0% |
BDX | BECTON DICKINSON & CO | $83,000 | -7.8% | 337 | 0.0% | 0.01% | +10.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $88,000 | -8.3% | 520 | 0.0% | 0.01% | +10.0% | |
BIIB | BIOGEN INC | $82,000 | -2.4% | 400 | 0.0% | 0.01% | +22.2% | |
SBLK | STAR BULK CARRIERS CORP. | $75,000 | -15.7% | 3,000 | 0.0% | 0.01% | +11.1% | |
CCJ | CAMECO CORP | $74,000 | -27.5% | 3,500 | 0.0% | 0.01% | -9.1% | |
IEFA | Buy | ISHARES TRcore msci eafe | $75,000 | +15.4% | 1,271 | +34.9% | 0.01% | +42.9% |
New | AMERICA FIRST MULTIFAMILY INben unit ctf | $76,000 | – | 4,167 | +100.0% | 0.01% | – | |
TWLO | Sell | TWILIO INCcl a | $78,000 | -50.3% | 941 | -1.4% | 0.01% | -41.2% |
MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $80,000 | -16.7% | 15,037 | -3.3% | 0.01% | 0.0% |
EXG | EATON VANCE TAX-MANAGED GLOB | $77,000 | -20.6% | 10,000 | 0.0% | 0.01% | 0.0% | |
PAYX | PAYCHEX INC | $77,000 | -16.3% | 675 | 0.0% | 0.01% | 0.0% | |
CIM | CHIMERA INVT CORP | $77,000 | -26.7% | 8,700 | 0.0% | 0.01% | -9.1% | |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $75,000 | -13.8% | 810 | +3.8% | 0.01% | +11.1% |
ZEN | Sell | ZENDESK INC | $74,000 | -40.3% | 1,000 | -3.3% | 0.01% | -23.1% |
ED | Sell | CONSOLIDATED EDISON INC | $76,000 | -5.0% | 800 | -5.9% | 0.01% | +25.0% |
EXPE | EXPEDIA GROUP INC | $76,000 | -51.6% | 800 | 0.0% | 0.01% | -41.2% | |
NRZ | NEW RESIDENTIAL INVT CORP | $79,000 | -15.1% | 8,500 | 0.0% | 0.01% | 0.0% | |
BRKL | BROOKLINE BANCORP INC DEL | $78,000 | -16.1% | 5,896 | 0.0% | 0.01% | 0.0% | |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $74,000 | +221.7% | 970 | +223.3% | 0.01% | +400.0% |
ADM | ARCHER DANIELS MIDLAND CO | $78,000 | -13.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $69,000 | +3.0% | 625 | +92.3% | 0.01% | +28.6% |
AMLP | New | ALPS ETF TRalerian mlp | $70,000 | – | 2,030 | +100.0% | 0.01% | – |
BNTX | Sell | BIONTECH SEsponsored ads | $72,000 | -17.2% | 484 | -5.5% | 0.01% | 0.0% |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $67,000 | -25.6% | 1,000 | 0.0% | 0.01% | -10.0% | |
UTF | COHEN & STEERS INFRASTRUCTUR | $68,000 | -12.8% | 2,704 | 0.0% | 0.01% | +12.5% | |
FIS | FIDELITY NATL INFORMATION SV | $73,000 | -8.8% | 800 | 0.0% | 0.01% | +12.5% | |
IPGP | IPG PHOTONICS CORP | $72,000 | -14.3% | 761 | 0.0% | 0.01% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $70,000 | -15.7% | 525 | 0.0% | 0.01% | 0.0% | |
RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $73,000 | -15.1% | 716 | 0.0% | 0.01% | 0.0% | |
IYR | ISHARES TRu.s. real es etf | $69,000 | -14.8% | 751 | 0.0% | 0.01% | 0.0% | |
SUSA | ISHARES TRmsci usa esg slc | $67,000 | -17.3% | 833 | 0.0% | 0.01% | 0.0% | |
KNSL | KINSALE CAP GROUP INC | $69,000 | +1.5% | 300 | 0.0% | 0.01% | +28.6% | |
PHG | Sell | KONINKLIJKE PHILIPS N V | $66,000 | -32.0% | 3,075 | -3.2% | 0.01% | -10.0% |
LNN | New | LINDSAY CORP | $66,000 | – | 500 | +100.0% | 0.01% | – |
MOS | MOSAIC CO NEW | $71,000 | -29.0% | 1,500 | 0.0% | 0.01% | -18.2% | |
TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $66,000 | -18.5% | 2,456 | -3.6% | 0.01% | 0.0% |
O | Sell | REALTY INCOME CORP | $68,000 | -18.1% | 1,000 | -16.7% | 0.01% | 0.0% |
SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $71,000 | -15.5% | 2,533 | -3.6% | 0.01% | 0.0% |
VTI | VANGUARD INDEX FDStotal stk mkt | $66,000 | -16.5% | 349 | 0.0% | 0.01% | +12.5% | |
WD | Buy | WALKER & DUNLOP INC | $72,000 | -7.7% | 750 | +25.0% | 0.01% | +12.5% |
FLNG | New | FLEX LNG LTD | $68,000 | – | 2,500 | +100.0% | 0.01% | – |
VTV | VANGUARD INDEX FDSvalue etf | $61,000 | -11.6% | 465 | 0.0% | 0.01% | +14.3% | |
IGM | ISHARES TRexpnd tec sc etf | $62,000 | -24.4% | 212 | 0.0% | 0.01% | -11.1% | |
WMB | WILLIAMS COS INC | $62,000 | -7.5% | 2,000 | 0.0% | 0.01% | +14.3% | |
IEMG | Buy | ISHARES INCcore msci emkt | $65,000 | -1.5% | 1,327 | +12.4% | 0.01% | +14.3% |
ABC | AMERISOURCEBERGEN CORP | $61,000 | -9.0% | 434 | 0.0% | 0.01% | +14.3% | |
OGN | New | ORGANON & CO | $58,000 | – | 1,714 | +100.0% | 0.01% | – |
FND | FLOOR & DECOR HLDGS INCcl a | $60,000 | -22.1% | 956 | 0.0% | 0.01% | 0.0% | |
DOCN | DIGITALOCEAN HLDGS INC | $62,000 | -28.7% | 1,500 | 0.0% | 0.01% | -11.1% | |
SHG | Sell | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $62,000 | -17.3% | 2,179 | -3.3% | 0.01% | 0.0% |
YNDX | YANDEX N V | $63,000 | +6.8% | 2,132 | 0.0% | 0.01% | +33.3% | |
MELI | MERCADOLIBRE INC | $61,000 | -46.5% | 96 | 0.0% | 0.01% | -33.3% | |
CHWY | CHEWY INCcl a | $63,000 | -14.9% | 1,800 | 0.0% | 0.01% | 0.0% | |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $64,000 | -7.2% | 7,081 | +41.6% | 0.01% | +14.3% |
LULU | LULULEMON ATHLETICA INC | $64,000 | -24.7% | 234 | 0.0% | 0.01% | -11.1% | |
IHI | ISHARES TRu.s. med dvc etf | $64,000 | -17.9% | 1,272 | 0.0% | 0.01% | 0.0% | |
RBCAA | REPUBLIC BANCORP INC KYcl a | $63,000 | +8.6% | 1,300 | 0.0% | 0.01% | +33.3% | |
IRDM | IRIDIUM COMMUNICATIONS INC | $60,000 | -7.7% | 1,600 | 0.0% | 0.01% | +14.3% | |
BFB | BROWN FORMAN CORPcl b | $65,000 | +4.8% | 931 | 0.0% | 0.01% | +14.3% | |
IRM | Buy | IRON MTN INC NEW | $58,000 | +5.5% | 1,200 | +20.0% | 0.01% | +33.3% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $63,000 | +37.0% | 1,069 | +36.9% | 0.01% | +60.0% |
AXON | Buy | AXON ENTERPRISE INC | $52,000 | -16.1% | 550 | +22.2% | 0.01% | 0.0% |
DGX | QUEST DIAGNOSTICS INC | $53,000 | -3.6% | 400 | 0.0% | 0.01% | +16.7% | |
T | AT&T INC | $54,000 | -11.5% | 2,575 | 0.0% | 0.01% | +16.7% | |
ABNB | Buy | AIRBNB INC | $53,000 | -38.4% | 600 | +20.0% | 0.01% | -22.2% |
EWA | ISHARES INCmsci aust etf | $51,000 | -19.0% | 2,390 | 0.0% | 0.01% | 0.0% | |
BXMT | BLACKSTONE MTG TR INC | $55,000 | -14.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $55,000 | -15.4% | 234 | -7.9% | 0.01% | 0.0% |
HMC | Sell | HONDA MOTOR LTD | $55,000 | -17.9% | 2,288 | -3.4% | 0.01% | 0.0% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $55,000 | -30.4% | 706 | -26.5% | 0.01% | -12.5% |
CSX | CSX CORP | $51,000 | -21.5% | 1,740 | 0.0% | 0.01% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $54,000 | -14.3% | 115 | 0.0% | 0.01% | 0.0% | |
LNG | CHENIERE ENERGY INC | $53,000 | -3.6% | 400 | 0.0% | 0.01% | +16.7% | |
TFFP | TFF PHARMACEUTICALS INC | $57,000 | -9.5% | 10,000 | 0.0% | 0.01% | 0.0% | |
MRNA | MODERNA INC | $52,000 | -17.5% | 363 | 0.0% | 0.01% | 0.0% | |
New | GENERAL ELECTRIC CO | $55,000 | – | 868 | +100.0% | 0.01% | – | |
SNOW | SNOWFLAKE INCcl a | $56,000 | -39.1% | 400 | 0.0% | 0.01% | -30.0% | |
FLGT | Sell | FULGENT GENETICS INC | $55,000 | -36.8% | 1,000 | -28.6% | 0.01% | -22.2% |
DEO | DIAGEO PLCspon adr new | $52,000 | -14.8% | 300 | 0.0% | 0.01% | +16.7% | |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $57,000 | +11.8% | 1,438 | +24.3% | 0.01% | +40.0% |
XBI | SPDR SER TRs&p biotech | $57,000 | -17.4% | 765 | 0.0% | 0.01% | 0.0% | |
New | SHELL PLCspon ads | $54,000 | – | 1,024 | +100.0% | 0.01% | – | |
QTEC | FIRST TR NASDAQ 100 TECH IND | $57,000 | -25.0% | 500 | 0.0% | 0.01% | -12.5% | |
PAYC | PAYCOM SOFTWARE INC | $56,000 | -18.8% | 200 | 0.0% | 0.01% | 0.0% | |
MUB | ISHARES TRnational mun etf | $48,000 | -4.0% | 455 | 0.0% | 0.01% | +20.0% | |
LRCX | Sell | LAM RESEARCH CORP | $46,000 | -27.0% | 108 | -7.7% | 0.01% | -14.3% |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $44,000 | -33.3% | 350 | 0.0% | 0.01% | -14.3% | |
AGNC | AGNC INVT CORP | $44,000 | -15.4% | 4,000 | 0.0% | 0.01% | 0.0% | |
MFC | MANULIFE FINL CORP | $48,000 | -18.6% | 2,780 | 0.0% | 0.01% | 0.0% | |
TREX | TREX CO INC | $46,000 | -17.9% | 850 | 0.0% | 0.01% | 0.0% | |
CMI | CUMMINS INC | $49,000 | -5.8% | 254 | 0.0% | 0.01% | 0.0% | |
MTN | VAIL RESORTS INC | $44,000 | -15.4% | 200 | 0.0% | 0.01% | 0.0% | |
IGSB | ISHARES TR | $47,000 | -2.1% | 936 | 0.0% | 0.01% | +20.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $43,000 | -17.3% | 552 | 0.0% | 0.01% | 0.0% | |
GLW | CORNING INC | $48,000 | -14.3% | 1,520 | 0.0% | 0.01% | 0.0% | |
IGIB | Sell | ISHARES TR | $48,000 | -66.9% | 940 | -64.3% | 0.01% | -60.0% |
SLYG | SPDR SER TRs&p 600 smcp grw | $44,000 | -15.4% | 622 | 0.0% | 0.01% | 0.0% | |
USB | US BANCORP DEL | $46,000 | -14.8% | 1,009 | 0.0% | 0.01% | 0.0% | |
CB | CHUBB LIMITED | $40,000 | -7.0% | 201 | 0.0% | 0.01% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP | $36,000 | -14.3% | 309 | 0.0% | 0.01% | +25.0% | |
UPST | UPSTART HLDGS INC | $38,000 | -71.0% | 1,200 | 0.0% | 0.01% | -64.3% | |
CSWI | CSW INDUSTRIALS INC | $37,000 | -14.0% | 362 | 0.0% | 0.01% | 0.0% | |
UGI | UGI CORP NEW | $37,000 | +5.7% | 956 | 0.0% | 0.01% | +25.0% | |
TWO | TWO HBRS INVT CORP | $40,000 | -11.1% | 8,100 | 0.0% | 0.01% | 0.0% | |
AFL | AFLAC INC | $37,000 | -11.9% | 660 | 0.0% | 0.01% | +25.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $42,000 | -8.7% | 664 | 0.0% | 0.01% | 0.0% | |
MGNI | Buy | MAGNITE INC | $36,000 | -10.0% | 4,000 | +33.3% | 0.01% | +25.0% |
TRI | THOMSON REUTERS CORP. | $42,000 | -4.5% | 400 | 0.0% | 0.01% | 0.0% | |
CSCO | CISCO SYS INC | $41,000 | -24.1% | 965 | 0.0% | 0.01% | -16.7% | |
GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $42,000 | -22.2% | 5,750 | 0.0% | 0.01% | -16.7% | |
THQ | TEKLA HEALTHCARE OPPORTUNITI | $40,000 | -11.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
NET | CLOUDFLARE INC | $35,000 | -63.5% | 800 | 0.0% | 0.01% | -50.0% | |
SKT | Buy | TANGER FACTORY OUTLET CTRS I | $36,000 | +5.9% | 2,500 | +25.0% | 0.01% | +25.0% |
STOR | Buy | STORE CAP CORP | $39,000 | +11.4% | 1,500 | +25.0% | 0.01% | +25.0% |
NMRK | NEWMARK GROUP INCcl a | $36,000 | -39.0% | 3,711 | 0.0% | 0.01% | -16.7% | |
PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $35,000 | – | 3,000 | +100.0% | 0.01% | – |
FITB | FIFTH THIRD BANCORP | $41,000 | -22.6% | 1,231 | 0.0% | 0.01% | -16.7% | |
NTRS | NORTHERN TR CORP | $39,000 | -17.0% | 400 | 0.0% | 0.01% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $36,000 | -18.2% | 1,153 | 0.0% | 0.01% | 0.0% | |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $41,000 | -48.1% | 316 | -45.1% | 0.01% | -37.5% |
DIAX | NUVEEN DOW 30 DYNMC OVERWRT | $40,000 | -7.0% | 2,592 | 0.0% | 0.01% | 0.0% | |
RBLX | Sell | ROBLOX CORPcl a | $39,000 | -41.8% | 1,200 | -17.8% | 0.01% | -28.6% |
XOP | New | SPDR SER TRs&p oilgas exp | $36,000 | – | 300 | +100.0% | 0.01% | – |
NLY | ANNALY CAPITAL MANAGEMENT IN | $35,000 | -16.7% | 6,000 | 0.0% | 0.01% | +25.0% | |
APAM | ARTISAN PARTNERS ASSET MGMTcl a | $36,000 | -7.7% | 1,000 | 0.0% | 0.01% | +25.0% | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $42,000 | +2.4% | 1,200 | +20.0% | 0.01% | +25.0% |
ADSK | AUTODESK INC | $37,000 | -21.3% | 217 | 0.0% | 0.01% | 0.0% | |
ACV | VIRTUS DIVERSIFIED INCM & CO | $39,000 | -23.5% | 2,000 | 0.0% | 0.01% | 0.0% | |
PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $40,000 | -4.8% | 1,693 | 0.0% | 0.01% | +25.0% | |
OMF | ONEMAIN HLDGS INC | $37,000 | -21.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
EBAY | EBAY INC. | $42,000 | -26.3% | 1,000 | 0.0% | 0.01% | -16.7% | |
VLY | VALLEY NATL BANCORP | $31,000 | -20.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
LRGF | Buy | ISHARES TRu s equity factr | $29,000 | +81.2% | 758 | +116.6% | 0.00% | +100.0% |
DEUS | Buy | DBX ETF TRxtrackers russel | $34,000 | +78.9% | 845 | +98.8% | 0.00% | +100.0% |
EARN | ELLINGTON RESIDENTIAL MTG RE | $30,000 | -25.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $33,000 | -8.3% | 150 | 0.0% | 0.00% | 0.0% | |
CDW | CDW CORP | $32,000 | -11.1% | 201 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $29,000 | -42.0% | 402 | 0.0% | 0.00% | -20.0% | |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $34,000 | -41.4% | 1,240 | -18.4% | 0.00% | -33.3% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $29,000 | -29.3% | 100 | 0.0% | 0.00% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $29,000 | -6.5% | 300 | 0.0% | 0.00% | +33.3% | |
IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $30,000 | 0.0% | 623 | +7.8% | 0.00% | +33.3% |
DSI | ISHARES TRmsci kld400 soc | $29,000 | -17.1% | 400 | 0.0% | 0.00% | 0.0% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $30,000 | -33.3% | 235 | -17.3% | 0.00% | -20.0% |
EFAV | Buy | ISHARES TRmsci eafe min vl | $27,000 | +58.8% | 428 | +86.1% | 0.00% | +100.0% |
NS | NUSTAR ENERGY LP | $34,000 | -2.9% | 2,450 | 0.0% | 0.00% | 0.0% | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $30,000 | -21.1% | 660 | 0.0% | 0.00% | 0.0% | |
VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $29,000 | -43.1% | 129 | -23.2% | 0.00% | -20.0% |
MCN | MADISON COVERED CALL & EQUIT | $34,000 | -15.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
SPSB | SPDR SER TRportfolio short | $30,000 | 0.0% | 1,000 | 0.0% | 0.00% | +33.3% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $27,000 | -10.0% | 200 | 0.0% | 0.00% | +33.3% | |
SPOT | SPOTIFY TECHNOLOGY S A | $27,000 | -37.2% | 283 | 0.0% | 0.00% | -20.0% | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $31,000 | -18.4% | 698 | 0.0% | 0.00% | 0.0% | |
CRL | CHARLES RIV LABS INTL INC | $28,000 | -26.3% | 133 | 0.0% | 0.00% | 0.0% | |
GGG | GRACO INC | $27,000 | -12.9% | 450 | 0.0% | 0.00% | +33.3% | |
CHDN | CHURCHILL DOWNS INC | $34,000 | -15.0% | 180 | 0.0% | 0.00% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $31,000 | -3.1% | 130 | 0.0% | 0.00% | +33.3% | |
SLB | Sell | SCHLUMBERGER LTD | $29,000 | -31.0% | 800 | -20.8% | 0.00% | 0.0% |
ETN | EATON CORP PLC | $28,000 | -15.2% | 220 | 0.0% | 0.00% | +33.3% | |
EXPI | EXP WORLD HLDGS INC | $31,000 | -43.6% | 2,600 | 0.0% | 0.00% | -33.3% | |
MLPA | GLOBAL X FDSglbl x mlp etf | $28,000 | -6.7% | 750 | 0.0% | 0.00% | +33.3% | |
OKTA | OKTA INCcl a | $33,000 | -38.9% | 360 | 0.0% | 0.00% | -33.3% | |
LOB | LIVE OAK BANCSHARES INC | $27,000 | -34.1% | 800 | 0.0% | 0.00% | 0.0% | |
New | FEDERAL RLTY INVT TR NEWsh ben int new | $34,000 | – | 350 | +100.0% | 0.00% | – | |
JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $31,000 | -18.4% | 650 | -13.3% | 0.00% | 0.0% |
CMC | New | COMMERCIAL METALS CO | $33,000 | – | 1,000 | +100.0% | 0.00% | – |
CFLT | New | CONFLUENT INC | $33,000 | – | 1,400 | +100.0% | 0.00% | – |
FNX | FIRST TR MID CAP CORE ALPHAD | $28,000 | -12.5% | 330 | 0.0% | 0.00% | +33.3% | |
SYY | SYSCO CORP | $27,000 | +3.8% | 317 | 0.0% | 0.00% | +33.3% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $31,000 | -16.2% | 505 | 0.0% | 0.00% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $34,000 | 0.0% | 546 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL | $29,000 | -21.6% | 800 | 0.0% | 0.00% | 0.0% | |
CTVA | Sell | CORTEVA INC | $30,000 | -36.2% | 554 | -31.9% | 0.00% | -20.0% |
PUBM | PUBMATIC INC | $24,000 | -38.5% | 1,500 | 0.0% | 0.00% | -25.0% | |
SCZ | ISHARES TReafe sml cp etf | $20,000 | -16.7% | 366 | 0.0% | 0.00% | 0.0% | |
EFG | ISHARES TReafe grwth etf | $23,000 | -17.9% | 290 | 0.0% | 0.00% | 0.0% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $22,000 | -8.3% | 1,767 | 0.0% | 0.00% | 0.0% | |
KEX | KIRBY CORP | $21,000 | -16.0% | 350 | 0.0% | 0.00% | 0.0% | |
HAE | Sell | HAEMONETICS CORP MASS | $20,000 | -20.0% | 301 | -23.8% | 0.00% | 0.0% |
MLPX | GLOBAL X FDSglb x mlp enrg i | $23,000 | -11.5% | 600 | 0.0% | 0.00% | 0.0% | |
GMRE | GLOBAL MED REIT INC | $22,000 | -33.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
NRIM | NORTHRIM BANCORP INC | $26,000 | -7.1% | 650 | 0.0% | 0.00% | 0.0% | |
NUBD | NUSHARES ETF TRnuveen esg us | $21,000 | -4.5% | 900 | 0.0% | 0.00% | +50.0% | |
QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $25,000 | -19.4% | 475 | 0.0% | 0.00% | 0.0% | |
QCOM | QUALCOMM INC | $22,000 | -15.4% | 173 | 0.0% | 0.00% | 0.0% | |
ES | EVERSOURCE ENERGY | $23,000 | -4.2% | 269 | 0.0% | 0.00% | 0.0% | |
RXRX | New | RECURSION PHARMACEUTICALS INcl a | $22,000 | – | 2,751 | +100.0% | 0.00% | – |
RMD | RESMED INC | $20,000 | -16.7% | 97 | 0.0% | 0.00% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC | $26,000 | -27.8% | 128 | 0.0% | 0.00% | -25.0% | |
ENPH | ENPHASE ENERGY INC | $22,000 | -4.3% | 115 | 0.0% | 0.00% | +50.0% | |
DOCEBO INC | $23,000 | -43.9% | 800 | 0.0% | 0.00% | -25.0% | ||
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $20,000 | -4.8% | 283 | 0.0% | 0.00% | +50.0% | |
XRAY | DENTSPLY SIRONA INC | $23,000 | -25.8% | 635 | 0.0% | 0.00% | 0.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $24,000 | -7.7% | 1,683 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $23,000 | -28.1% | 373 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION | $26,000 | -21.2% | 714 | 0.0% | 0.00% | 0.0% | |
BTX | Buy | BROOKLYN IMMUNOTHERAPEUTICS | $21,000 | -73.4% | 40,604 | +5.2% | 0.00% | -62.5% |
VUG | VANGUARD INDEX FDSgrowth etf | $25,000 | -21.9% | 113 | 0.0% | 0.00% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $22,000 | -15.4% | 516 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC | $21,000 | +5.0% | 75 | 0.0% | 0.00% | +50.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $21,000 | -16.0% | 560 | 0.0% | 0.00% | 0.0% | |
ATOM | ATOMERA INC | $23,000 | -28.1% | 2,469 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $20,000 | 0.0% | 300 | 0.0% | 0.00% | +50.0% | |
LBTYK | LIBERTY GLOBAL PLC | $20,000 | -16.7% | 920 | 0.0% | 0.00% | 0.0% | |
DVY | ISHARES TRselect divid etf | $23,000 | -8.0% | 197 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $14,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% | |
AON | AON PLC | $18,000 | -14.3% | 65 | 0.0% | 0.00% | 0.0% | |
IEI | ISHARES TR3 7 yr treas bd | $13,000 | 0.0% | 109 | 0.0% | 0.00% | +100.0% | |
GH | GUARDANT HEALTH INC | $14,000 | -39.1% | 350 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORP | $12,000 | -25.0% | 425 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES TRus aer def etf | $12,000 | -7.7% | 120 | 0.0% | 0.00% | +100.0% | |
RACE | FERRARI N V | $16,000 | -15.8% | 87 | 0.0% | 0.00% | 0.0% | |
TYG | TORTOISE ENERGY INFRA CORP | $15,000 | -11.8% | 500 | 0.0% | 0.00% | 0.0% | |
PCT | PURECYCLE TECHNOLOGIES INC | $19,000 | -5.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
AEP | AMERICAN ELEC PWR CO INC | $12,000 | -7.7% | 129 | 0.0% | 0.00% | +100.0% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $19,000 | -20.8% | 130 | 0.0% | 0.00% | -33.3% | |
SNY | SANOFIsponsored adr | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
GOVT | New | ISHARES TRus treas bd etf | $15,000 | – | 648 | +100.0% | 0.00% | – |
VTRS | Sell | VIATRIS INC | $18,000 | -10.0% | 1,751 | -4.4% | 0.00% | 0.0% |
LMT | LOCKHEED MARTIN CORP | $15,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
SWCH | SWITCH INCcl a | $13,000 | +8.3% | 399 | 0.0% | 0.00% | +100.0% | |
IXJ | ISHARES TRglob hlthcre etf | $16,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% | |
PATH | New | UIPATH INCcl a | $18,000 | – | 1,000 | +100.0% | 0.00% | – |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $14,000 | -62.2% | 240 | -50.0% | 0.00% | -50.0% |
ICLR | ICON PLC | $16,000 | -11.1% | 74 | 0.0% | 0.00% | 0.0% | |
SPPP | New | SPROTT PHYSICAL PLAT PALLADunit | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
SQ | Sell | BLOCK INCcl a | $18,000 | -59.1% | 295 | -8.7% | 0.00% | -60.0% |
SJM | SMUCKER J M CO | $16,000 | -5.9% | 124 | 0.0% | 0.00% | 0.0% | |
SPLG | SPDR SER TRportfolio s&p500 | $12,000 | -14.3% | 265 | 0.0% | 0.00% | +100.0% | |
MSEX | MIDDLESEX WTR CO | $18,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $14,000 | +7.7% | 400 | 0.0% | 0.00% | +100.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $14,000 | -22.2% | 400 | 0.0% | 0.00% | 0.0% | |
SHW | SHERWIN WILLIAMS CO | $16,000 | -5.9% | 70 | 0.0% | 0.00% | 0.0% | |
ALE | ALLETE INC | $12,000 | -7.7% | 200 | 0.0% | 0.00% | +100.0% | |
WEC | WEC ENERGY GROUP INC | $13,000 | +8.3% | 125 | 0.0% | 0.00% | +100.0% | |
RNR | RENAISSANCERE HLDGS LTD | $13,000 | 0.0% | 85 | 0.0% | 0.00% | +100.0% | |
BXMX | NUVEEN S&P 500 BUY-WRITE INC | $13,000 | -13.3% | 1,061 | 0.0% | 0.00% | 0.0% | |
CL | Sell | COLGATE PALMOLIVE CO | $16,000 | -23.8% | 201 | -26.4% | 0.00% | 0.0% |
STE | STERIS PLC | $16,000 | -11.1% | 76 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $13,000 | -23.5% | 200 | 0.0% | 0.00% | 0.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $12,000 | -7.7% | 170 | 0.0% | 0.00% | +100.0% | |
SOFI | New | SOFI TECHNOLOGIES INC | $14,000 | – | 2,706 | +100.0% | 0.00% | – |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $17,000 | -15.0% | 465 | 0.0% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INCcl c cap stk | $16,000 | -36.0% | 498 | 0.0% | 0.00% | -33.3% | |
BEN | FRANKLIN RESOURCES INC | $19,000 | -17.4% | 817 | 0.0% | 0.00% | 0.0% | |
GILD | Sell | GILEAD SCIENCES INC | $15,000 | 0.0% | 243 | -5.8% | 0.00% | 0.0% |
ALC | ALCON AG | $16,000 | -11.1% | 231 | 0.0% | 0.00% | 0.0% | |
SUB | ISHARES TRshrt nat mun etf | $19,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $18,000 | -28.0% | 250 | -24.2% | 0.00% | -33.3% |
FYX | FIRST TR SML CP CORE ALPHA F | $18,000 | -18.2% | 240 | 0.0% | 0.00% | 0.0% | |
STM | STMICROELECTRONICS N Vny registry | $7,000 | -30.0% | 227 | 0.0% | 0.00% | 0.0% | |
EPAM | EPAM SYS INC | $9,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
SPWR | SUNPOWER CORP | $8,000 | -27.3% | 514 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $7,000 | -12.5% | 90 | 0.0% | 0.00% | 0.0% | |
RUN | SUNRUN INC | $4,000 | -20.0% | 174 | 0.0% | 0.00% | 0.0% | |
GSK | GSK PLCsponsored adr | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
GPN | Sell | GLOBAL PMTS INC | $11,000 | -69.4% | 100 | -61.8% | 0.00% | -75.0% |
WISH | CONTEXTLOGIC INC | $4,000 | -20.0% | 2,400 | 0.0% | 0.00% | 0.0% | |
SDIV | GLOBAL X FDSglb x superdiv | $5,000 | -16.7% | 550 | 0.0% | 0.00% | 0.0% | |
TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $6,000 | -14.3% | 117 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $7,000 | -41.7% | 1,150 | 0.0% | 0.00% | 0.0% | |
TPIC | TPI COMPOSITES INC | $6,000 | -14.3% | 507 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $9,000 | -25.0% | 158 | 0.0% | 0.00% | 0.0% | |
FLRN | SPDR SER TRbloomberg invt | $11,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $8,000 | -27.3% | 144 | 0.0% | 0.00% | 0.0% | |
COIN | New | COINBASE GLOBAL INC | $7,000 | – | 147 | +100.0% | 0.00% | – |
RVNC | REVANCE THERAPEUTICS INC | $7,000 | -30.0% | 500 | 0.0% | 0.00% | 0.0% | |
OTLY | New | OATLY GROUP ABsponsored ads | $10,000 | – | 2,900 | +100.0% | 0.00% | – |
TER | TERADYNE INC | $4,000 | -20.0% | 41 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $7,000 | -12.5% | 148 | 0.0% | 0.00% | 0.0% | |
EOG | Sell | EOG RES INC | $6,000 | -45.5% | 50 | -46.2% | 0.00% | 0.0% |
TXN | TEXAS INSTRS INC | $4,000 | -20.0% | 25 | 0.0% | 0.00% | 0.0% | |
MTCH | MATCH GROUP INC NEW | $4,000 | -33.3% | 51 | 0.0% | 0.00% | 0.0% | |
DD | Sell | DUPONT DE NEMOURS INC | $8,000 | -50.0% | 148 | -33.0% | 0.00% | -50.0% |
VAC | MARRIOTT VACATIONS WORLDWIDE | $4,000 | -20.0% | 33 | 0.0% | 0.00% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $4,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
DOW | Sell | DOW INC | $8,000 | -84.6% | 148 | -81.8% | 0.00% | -83.3% |
DOV | DOVER CORP | $11,000 | -21.4% | 90 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $4,000 | -20.0% | 125 | 0.0% | 0.00% | 0.0% | |
SGMO | SANGAMO THERAPEUTICS INC | $10,000 | -33.3% | 2,500 | 0.0% | 0.00% | -50.0% | |
New | LUCID GROUP INC | $9,000 | – | 500 | +100.0% | 0.00% | – | |
D | DOMINION ENERGY INC | $5,000 | -16.7% | 66 | 0.0% | 0.00% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $11,000 | -8.3% | 18 | 0.0% | 0.00% | 0.0% | |
SCHN | SCHNITZER STEEL INDS INCcl a | $6,000 | -40.0% | 189 | 0.0% | 0.00% | 0.0% | |
FTNT | Buy | FORTINET INC | $8,000 | -20.0% | 150 | +400.0% | 0.00% | 0.0% |
OM | OUTSET MED INC | $7,000 | -69.6% | 500 | 0.0% | 0.00% | -50.0% | |
TOKE | CAMBRIA ETF TRcannabis etf | $11,000 | -31.2% | 1,400 | 0.0% | 0.00% | -50.0% | |
CWT | CALIFORNIA WTR SVC GROUP | $4,000 | -20.0% | 79 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $11,000 | -8.3% | 138 | 0.0% | 0.00% | 0.0% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $4,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC | $6,000 | -33.3% | 650 | 0.0% | 0.00% | 0.0% | |
SGEN | SEAGEN INC | $5,000 | +25.0% | 26 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $5,000 | -28.6% | 400 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $11,000 | -26.7% | 100 | 0.0% | 0.00% | -50.0% | |
EMLC | VANECK ETF TRUSTjp mrgan em loc | $5,000 | -16.7% | 204 | 0.0% | 0.00% | 0.0% | |
RPD | RAPID7 INC | $4,000 | -42.9% | 67 | 0.0% | 0.00% | 0.0% | |
PINS | Sell | PINTEREST INCcl a | $5,000 | -44.4% | 250 | -29.8% | 0.00% | 0.0% |
New | RIVIAN AUTOMOTIVE INC | $9,000 | – | 355 | +100.0% | 0.00% | – | |
AGG | New | ISHARES TRcore us aggbd et | $7,000 | – | 72 | +100.0% | 0.00% | – |
BXP | Sell | BOSTON PROPERTIES INC | $4,000 | -78.9% | 50 | -65.8% | 0.00% | -50.0% |
HOLX | HOLOGIC INC | $4,000 | -20.0% | 62 | 0.0% | 0.00% | 0.0% | |
HMN | HORACE MANN EDUCATORS CORP N | $8,000 | -11.1% | 220 | 0.0% | 0.00% | 0.0% | |
BLDE | New | BLADE AIR MOBILITY INC | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
DLR | DIGITAL RLTY TR INC | $9,000 | -10.0% | 73 | 0.0% | 0.00% | 0.0% | |
JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – | |
VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
BOE | BLACKROCK ENHANCED GLOBAL DI | $4,000 | 0.0% | 396 | 0.0% | 0.00% | – | |
FOUR | SHIFT4 PMTS INCcl a | $8,000 | -46.7% | 245 | 0.0% | 0.00% | -50.0% | |
SLYV | SPDR SER TRs&p 600 smcp val | $9,000 | -10.0% | 125 | 0.0% | 0.00% | 0.0% | |
VO | VANGUARD INDEX FDSmid cap etf | $8,000 | -20.0% | 43 | 0.0% | 0.00% | 0.0% | |
FXI | ISHARES TRchina lg-cap etf | $5,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
NKLA | NIKOLA CORP | $5,000 | -54.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
PGNY | PROGYNY INC | $4,000 | -33.3% | 121 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $8,000 | -11.1% | 112 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INCcl a | $8,000 | -63.6% | 621 | 0.0% | 0.00% | -50.0% | |
PANW | PALO ALTO NETWORKS INC | $4,000 | -33.3% | 9 | 0.0% | 0.00% | 0.0% | |
BBAX | New | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $7,000 | – | 147 | +100.0% | 0.00% | – |
VMW | VMWARE INC | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
MAXN | MAXEON SOLAR TECHNOLOGIES LT | $5,000 | 0.0% | 371 | 0.0% | 0.00% | 0.0% | |
BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $9,000 | – | 158 | +100.0% | 0.00% | – |
AVTR | AVANTOR INC | $9,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
FMC | FMC CORP | $7,000 | -22.2% | 65 | 0.0% | 0.00% | 0.0% | |
New | WARNER BROS DISCOVERY INC | $8,000 | – | 621 | +100.0% | 0.00% | – | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $10,000 | -9.1% | 35 | 0.0% | 0.00% | 0.0% | |
BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $7,000 | – | 160 | +100.0% | 0.00% | – |
ITOT | ISHARES TRcore s&p ttl stk | $5,000 | -16.7% | 59 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $6,000 | -14.3% | 101 | 0.0% | 0.00% | 0.0% | |
EDIT | EDITAS MEDICINE INC | $4,000 | -33.3% | 321 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $7,000 | -22.2% | 190 | 0.0% | 0.00% | 0.0% | |
JWA | WILEY JOHN & SONS INCcl a | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
BBEU | New | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $7,000 | – | 149 | +100.0% | 0.00% | – |
THCX | SPINNAKER ETF SERIEScannabis etf | $6,000 | -53.8% | 1,750 | 0.0% | 0.00% | 0.0% | |
XYL | Sell | XYLEM INC | $10,000 | -99.9% | 132 | -99.9% | 0.00% | -99.9% |
REM | ISHARES TRmortge rel etf | $10,000 | -16.7% | 372 | 0.0% | 0.00% | 0.0% | |
ANET | ARISTA NETWORKS INC | $7,000 | -36.4% | 80 | 0.0% | 0.00% | 0.0% | |
ARI | APOLLO COML REAL EST FIN INC | $10,000 | -28.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $6,000 | -25.0% | 150 | 0.0% | 0.00% | 0.0% | |
AXP | AMERICAN EXPRESS CO | $4,000 | -20.0% | 28 | 0.0% | 0.00% | 0.0% | |
AVUV | AMERICAN CENTY ETF TRus sml cp valu | $8,000 | -11.1% | 110 | 0.0% | 0.00% | 0.0% | |
AMRC | AMERESCO INCcl a | $4,000 | -33.3% | 78 | 0.0% | 0.00% | 0.0% | |
AMALGAMATED FINANCIAL CORP | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | ||
DBEU | DBX ETF TRxtrack msci eurp | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
TPGY | TPG PACE BEN FIN CORP | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC | $9,000 | -47.1% | 40 | 0.0% | 0.00% | -50.0% | |
PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $4,000 | 0.0% | 193 | 0.0% | 0.00% | – | |
CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $9,000 | -25.0% | 153 | -20.7% | 0.00% | 0.0% |
SHY | New | ISHARES TR1 3 yr treas bd | $4,000 | – | 51 | +100.0% | 0.00% | – |
SCS | STEELCASE INCcl a | $5,000 | -16.7% | 475 | 0.0% | 0.00% | 0.0% | |
PTON | PELOTON INTERACTIVE INC | $2,000 | -66.7% | 231 | 0.0% | 0.00% | -100.0% | |
PLAN | Exit | ANAPLAN INC | $0 | – | -55 | -100.0% | 0.00% | – |
RMO | ROMEO POWER INC | $0 | -100.0% | 1,000 | 0.0% | 0.00% | – | |
VOTE | New | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
ENB | ENBRIDGE INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
New | EMBECTA CORP | $2,000 | – | 67 | +100.0% | 0.00% | – | |
EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
New | ORION OFFICE REIT INC | $1,000 | – | 60 | +100.0% | 0.00% | – | |
Sell | ORGANIGRAM HLDGS INC | $1,000 | -80.0% | 1,000 | -65.5% | 0.00% | -100.0% | |
OSUR | ORASURE TECHNOLOGIES INC | $1,000 | -75.0% | 541 | 0.0% | 0.00% | – | |
JNK | SPDR SER TRbloomberg high y | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -100 | -100.0% | 0.00% | – |
FNV | FRANCO NEV CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
FCX | FREEPORT-MCMORAN INCcl b | $2,000 | -33.3% | 57 | 0.0% | 0.00% | – | |
FCEL | FUELCELL ENERGY INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
GGN | GAMCO GLOBAL GOLD NAT RES & | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
DAL | DELTA AIR LINES INC DEL | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
DNMR | Sell | DANIMER SCIENTIFIC INC | $2,000 | -33.3% | 400 | -11.9% | 0.00% | – |
SPLK | SPLUNK INC | $3,000 | -40.0% | 36 | 0.0% | 0.00% | -100.0% | |
DXC | Sell | DXC TECHNOLOGY CO | $2,000 | -33.3% | 68 | -22.7% | 0.00% | – |
DBEF | DBX ETF TRxtrack msci eafe | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
MLHR | MILLERKNOLL INC | $3,000 | -25.0% | 109 | 0.0% | 0.00% | – | |
New | CONSTELLATION ENERGY CORP | $3,000 | – | 50 | +100.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | -100.0% | 35 | 0.0% | 0.00% | – | |
MACK | MERRIMACK PHARMACEUTICALS IN | $3,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
MTLS | MATERIALISE NVsponsored ads | $2,000 | -33.3% | 134 | 0.0% | 0.00% | – | |
GPMT | GRANITE PT MTG TR INC | $0 | – | 18 | 0.0% | 0.00% | – | |
New | TOAST INCcl a | $3,000 | – | 200 | +100.0% | 0.00% | – | |
CC | CHEMOURS CO | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
CHGG | CHEGG INC | $1,000 | -50.0% | 52 | 0.0% | 0.00% | – | |
HAIN | HAIN CELESTIAL GROUP INC | $3,000 | -25.0% | 126 | 0.0% | 0.00% | – | |
TFC | TRUIST FINL CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC | $0 | – | 10 | 0.0% | 0.00% | – | |
META | New | LISTED FD TRroundhill ball | $3,000 | – | 399 | +100.0% | 0.00% | – |
CHX | CHAMPIONX CORPORATION | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
CGC | Sell | CANOPY GROWTH CORP | $1,000 | -75.0% | 440 | -14.6% | 0.00% | – |
HL | HECLA MNG CO | $3,000 | -40.0% | 750 | 0.0% | 0.00% | -100.0% | |
LEVI | LEVI STRAUSS & CO NEW | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
New | KYNDRYL HLDGS INC | $1,000 | – | 119 | +100.0% | 0.00% | – | |
CDK | CDK GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
BFLY | Sell | BUTTERFLY NETWORK INC | $3,000 | -89.7% | 1,000 | -83.3% | 0.00% | -100.0% |
KN | KNOWLES CORP | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -75 | -100.0% | 0.00% | – |
HST | HOST HOTELS & RESORTS INC | $1,000 | -50.0% | 81 | 0.0% | 0.00% | – | |
VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
BYND | BEYOND MEAT INC | $2,000 | -50.0% | 80 | 0.0% | 0.00% | – | |
BAX | BAXTER INTL INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | – | |
New | BATH & BODY WORKS INC | $0 | – | 10 | +100.0% | 0.00% | – | |
VB | VANGUARD INDEX FDSsmall cp etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
VIACA | PARAMOUNT GLOBAL | $0 | – | 4 | 0.0% | 0.00% | – | |
New | VICTORIAS SECRET AND CO | $0 | – | 3 | +100.0% | 0.00% | – | |
VIRX | VIRACTA THERAPEUTICS INC | $0 | – | 47 | 0.0% | 0.00% | – | |
BP | BP PLCsponsored adr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
VRM | VROOM INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $1,000 | -66.7% | 400 | 0.0% | 0.00% | – | |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 131 | 0.0% | 0.00% | – | |
WFCF | New | WHERE FOOD COMES FROM INC | $3,000 | – | 296 | +100.0% | 0.00% | – |
WOW | WIDEOPENWEST INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
IMUX | IMMUNIC INC | $3,000 | -72.7% | 1,000 | 0.0% | 0.00% | -100.0% | |
HEWJ | ISHARES TRhdg msci japan | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
ARKX | Exit | ARK ETF TRark space expl | $0 | – | -100 | -100.0% | 0.00% | – |
WFRD | New | WEATHERFORD INTL PLC | $0 | – | 1 | +100.0% | 0.00% | – |
NVTA | INVITAE CORP | $1,000 | -66.7% | 413 | 0.0% | 0.00% | – | |
MANU | MANCHESTER UTD PLC NEWord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,000 | -40.0% | 250 | 0.0% | 0.00% | -100.0% | |
AKBA | AKEBIA THERAPEUTICS INC | $0 | – | 561 | 0.0% | 0.00% | – | |
EFV | ISHARES TReafe value etf | $2,000 | -33.3% | 51 | 0.0% | 0.00% | – | |
ARKG | ARK ETF TRgenomic rev etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
HYG | ISHARES TRiboxx hi yd etf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
AZRE | AZURE PWR GLOBAL LTD | $2,000 | -33.3% | 197 | 0.0% | 0.00% | – | |
PSTI | PLURISTEM THERAPEUTICS INC | $2,000 | -33.3% | 1,542 | 0.0% | 0.00% | – | |
FTCH | FARFETCH LTDord sh cl a | $1,000 | -66.7% | 200 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $3,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
ROM | PROSHARES TR | $2,000 | -33.3% | 60 | 0.0% | 0.00% | – | |
FAF | FIRST AMERN FINL CORP | $3,000 | -25.0% | 60 | 0.0% | 0.00% | – | |
MFMS | RBB FD INCmotley fool sml | $3,000 | -40.0% | 150 | 0.0% | 0.00% | -100.0% | |
EMB | ISHARES TRjpmorgan usd emg | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
SRE | Exit | SEMPRA ENERGY | $0 | – | -48 | -100.0% | -0.00% | – |
FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -65 | -100.0% | -0.00% | – |
SVM | Exit | SILVERCORP METALS INC | $0 | – | -1,748 | -100.0% | -0.00% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -80 | -100.0% | -0.00% | – |
UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -760 | -100.0% | -0.00% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -317 | -100.0% | -0.00% | – |
UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -1,000 | -100.0% | -0.00% | – |
ABMD | Exit | ABIOMED INC | $0 | – | -15 | -100.0% | -0.00% | – |
WDAY | Exit | WORKDAY INCcl a | $0 | – | -24 | -100.0% | -0.00% | – |
INFN | Exit | INFINERA CORP | $0 | – | -1,500 | -100.0% | -0.00% | – |
ISHG | Exit | ISHARES TR3yrtb etf | $0 | – | -287 | -100.0% | -0.00% | – |
BGCP | Exit | BGC PARTNERS INCcl a | $0 | – | -8,000 | -100.0% | -0.00% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -981 | -100.0% | -0.01% | – |
TGTX | Exit | TG THERAPEUTICS INC | $0 | – | -7,000 | -100.0% | -0.01% | – |
ATAX | Exit | AMERICA FIRST MULTIFAMILY INben unit ctf | $0 | – | -12,500 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
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.