$723 Million is the total value of BALDWIN BROTHERS LLC/MA's 773 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 11.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $53,483,000 | -0.5% | 386,999 | -1.5% | 7.39% | +6.1% |
| MSFT | Sell | MICROSOFT CORP | $47,050,000 | -10.5% | 202,016 | -1.3% | 6.50% | -4.6% |
| AMZN | Sell | AMAZON COM INC | $35,194,000 | +4.4% | 311,449 | -1.9% | 4.86% | +11.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $31,878,000 | -12.8% | 333,282 | +1886.3% | 4.41% | -7.0% |
| TIP | Sell | ISHARES TRtips bd etf | $27,261,000 | -15.5% | 259,874 | -8.2% | 3.77% | -9.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $26,118,000 | -4.0% | 55,302 | -2.6% | 3.61% | +2.4% |
| NEE | Sell | NEXTERA ENERGY INC | $23,223,000 | -0.4% | 296,171 | -1.6% | 3.21% | +6.2% |
| BX | Buy | BLACKSTONE INC | $20,589,000 | -7.8% | 245,990 | +0.5% | 2.85% | -1.7% |
| DHR | Buy | DANAHER CORPORATION | $18,935,000 | +36.0% | 73,308 | +33.5% | 2.62% | +45.0% |
| V | Sell | VISA INC | $18,205,000 | -11.9% | 102,477 | -2.3% | 2.52% | -6.0% |
| WM | Sell | WASTE MGMT INC DEL | $17,715,000 | +0.6% | 110,574 | -3.9% | 2.45% | +7.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $16,426,000 | -7.7% | 63,840 | -0.4% | 2.27% | -1.6% |
| HUM | Sell | HUMANA INC | $15,603,000 | +1.0% | 32,158 | -2.6% | 2.16% | +7.6% |
| PEP | Sell | PEPSICO INC | $15,537,000 | -3.9% | 95,163 | -1.9% | 2.15% | +2.4% |
| MRK | Sell | MERCK & CO INC | $15,166,000 | -7.0% | 176,104 | -1.6% | 2.10% | -0.9% |
| UNP | Sell | UNION PAC CORP | $12,916,000 | -11.6% | 66,299 | -3.2% | 1.79% | -5.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $12,696,000 | -4.8% | 84,965 | +0.5% | 1.76% | +1.4% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $12,647,000 | -12.4% | 96,875 | -3.2% | 1.75% | -6.6% |
| KLAC | Buy | KLA CORP | $11,901,000 | +93.6% | 39,324 | +104.1% | 1.64% | +106.4% |
| SBUX | Sell | STARBUCKS CORP | $11,837,000 | +8.4% | 140,492 | -1.7% | 1.64% | +15.6% |
| GLD | Sell | SPDR GOLD TR | $11,531,000 | -18.0% | 74,549 | -10.7% | 1.59% | -12.6% |
| HON | Buy | HONEYWELL INTL INC | $11,473,000 | +1.4% | 68,711 | +5.5% | 1.59% | +8.0% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $10,433,000 | +2.3% | 60,933 | -2.6% | 1.44% | +9.1% |
| ZTS | Sell | ZOETIS INCcl a | $10,240,000 | -16.1% | 69,051 | -2.7% | 1.42% | -10.5% |
| TGT | Sell | TARGET CORP | $9,476,000 | -1.6% | 63,855 | -6.4% | 1.31% | +4.9% |
| URI | Sell | UNITED RENTALS INC | $8,887,000 | +10.3% | 32,899 | -0.8% | 1.23% | +17.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $8,800,000 | -26.3% | 231,763 | -1.5% | 1.22% | -21.4% |
| MDT | Sell | MEDTRONIC PLC | $8,643,000 | -12.5% | 107,035 | -2.7% | 1.20% | -6.6% |
| PLD | Buy | PROLOGIS INC. | $7,641,000 | -10.8% | 75,202 | +3.2% | 1.06% | -5.0% |
| REG | Buy | REGENCY CTRS CORP | $7,162,000 | +3923.6% | 132,985 | +4332.8% | 0.99% | +4204.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $6,431,000 | -10.8% | 61,543 | -3.9% | 0.89% | -4.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,193,000 | -6.4% | 17,267 | -1.0% | 0.86% | -0.2% |
| CF | Buy | CF INDS HLDGS INC | $6,123,000 | +13.5% | 63,613 | +1.1% | 0.85% | +21.0% |
| GRMN | Buy | GARMIN LTD | $6,112,000 | -18.1% | 76,104 | +0.2% | 0.84% | -12.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $6,023,000 | -5.2% | 253,277 | -2.9% | 0.83% | +1.1% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,976,000 | -28.1% | 21,713 | -4.4% | 0.83% | -23.4% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $5,875,000 | +126.7% | 58,842 | +126.8% | 0.81% | +141.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $5,761,000 | -12.6% | 59,914 | +1887.9% | 0.80% | -6.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $5,520,000 | +2.5% | 39,394 | -0.5% | 0.76% | +9.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,468,000 | -14.0% | 33,469 | -6.5% | 0.76% | -8.3% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $5,010,000 | -19.7% | 23,207 | -5.2% | 0.69% | -14.3% |
| MSCI | Sell | MSCI INC | $5,010,000 | -1.1% | 11,879 | -3.4% | 0.69% | +5.5% |
| BAC | Sell | BK OF AMERICA CORP | $4,923,000 | -4.7% | 163,038 | -1.8% | 0.68% | +1.6% |
| XOM | Sell | EXXON MOBIL CORP | $3,416,000 | +1.4% | 39,123 | -0.5% | 0.47% | +8.0% |
| CVX | Buy | CHEVRON CORP NEW | $2,851,000 | +1.5% | 19,843 | +2.3% | 0.39% | +8.2% |
| ADI | Sell | ANALOG DEVICES INC | $2,523,000 | -9.5% | 18,112 | -5.1% | 0.35% | -3.6% |
| TSLA | Buy | TESLA INC | $2,512,000 | +85.0% | 9,471 | +369.6% | 0.35% | +97.2% |
| AXSM | AXSOME THERAPEUTICS INC | $2,358,000 | +16.5% | 52,845 | 0.0% | 0.33% | +24.4% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $2,327,000 | +1.6% | 19,147 | -0.7% | 0.32% | +8.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,144,000 | -7.2% | 4,228 | -0.6% | 0.30% | -1.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,105,000 | -4.0% | 7,884 | -1.8% | 0.29% | +2.5% |
| PFE | Sell | PFIZER INC | $2,053,000 | -16.8% | 46,912 | -0.3% | 0.28% | -11.2% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $1,979,000 | -5.4% | 41,650 | -4.9% | 0.27% | +1.1% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $1,917,000 | -5.2% | 26,869 | 0.0% | 0.26% | +1.1% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,790,000 | -8.3% | 5,011 | -3.2% | 0.25% | -2.4% |
| LDP | COHEN & STEERS LTD DURATION | $1,745,000 | -8.5% | 96,402 | 0.0% | 0.24% | -2.4% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,665,000 | -2.9% | 3,297 | -1.3% | 0.23% | +3.6% |
| ABBV | Sell | ABBVIE INC | $1,584,000 | -19.6% | 11,800 | -8.2% | 0.22% | -14.1% |
| HD | HOME DEPOT INC | $1,246,000 | +0.6% | 4,517 | 0.0% | 0.17% | +6.8% | |
| IDXX | Sell | IDEXX LABS INC | $1,240,000 | -7.8% | 3,806 | -0.8% | 0.17% | -1.7% |
| IAU | ISHARES GOLD TRishares new | $1,191,000 | -8.1% | 37,780 | 0.0% | 0.16% | -1.8% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,183,000 | -9.7% | 3,289 | -0.9% | 0.16% | -3.5% |
| CVS | Sell | CVS HEALTH CORP | $1,162,000 | -27.4% | 12,179 | -29.5% | 0.16% | -22.6% |
| DIS | Sell | DISNEY WALT CO | $1,131,000 | -1.5% | 11,979 | -1.5% | 0.16% | +4.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,085,000 | +18.8% | 12,604 | -3.5% | 0.15% | +27.1% |
| SPGI | Sell | S&P GLOBAL INC | $1,070,000 | -10.7% | 3,505 | -1.4% | 0.15% | -4.5% |
| BMO | BANK MONTREAL QUE | $1,017,000 | -8.9% | 11,600 | 0.0% | 0.14% | -2.8% | |
| CNI | Sell | CANADIAN NATL RY CO | $1,012,000 | -4.4% | 9,370 | -0.4% | 0.14% | +2.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $980,000 | -92.4% | 33,413 | -89.8% | 0.14% | -91.9% |
| EMR | EMERSON ELEC CO | $971,000 | -8.0% | 13,259 | 0.0% | 0.13% | -2.2% | |
| Buy | NUVECTIS PHARMA INC | $943,000 | -30.4% | 133,000 | +9.9% | 0.13% | -26.1% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $927,000 | -11.5% | 5,739 | 0.0% | 0.13% | -5.9% | |
| PRU | PRUDENTIAL FINL INC | $875,000 | -10.3% | 10,200 | 0.0% | 0.12% | -4.7% | |
| TD | Buy | TORONTO DOMINION BK ONT | $873,000 | -4.7% | 14,226 | +1.8% | 0.12% | +1.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $843,000 | -12.1% | 6,677 | +0.1% | 0.12% | -5.6% |
| IBM | INTERNATIONAL BUSINESS MACHS | $849,000 | -15.9% | 7,144 | 0.0% | 0.12% | -10.7% | |
| FB | META PLATFORMS INCcl a | $806,000 | -15.9% | 5,942 | 0.0% | 0.11% | -10.5% | |
| MMM | 3M CO | $805,000 | -14.6% | 7,284 | 0.0% | 0.11% | -9.0% | |
| TRGP | Sell | TARGA RES CORP | $777,000 | +0.4% | 12,875 | -0.7% | 0.11% | +7.0% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $743,000 | -5.8% | 5,500 | 0.0% | 0.10% | +1.0% | |
| ET | Sell | ENERGY TRANSFER L P | $719,000 | +9.8% | 65,204 | -0.7% | 0.10% | +16.5% |
| BNS | BANK NOVA SCOTIA HALIFAX | $704,000 | -19.6% | 14,800 | 0.0% | 0.10% | -14.9% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $664,000 | -2.9% | 1,654 | 0.0% | 0.09% | +3.4% | |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $614,000 | -17.5% | 17,525 | -2.1% | 0.08% | -11.5% |
| Sell | APOLLO GLOBAL MGMT INC | $611,000 | -6.1% | 13,146 | -2.1% | 0.08% | 0.0% | |
| KMB | Buy | KIMBERLY-CLARK CORP | $589,000 | -16.5% | 5,230 | +0.2% | 0.08% | -11.0% |
| ECL | Sell | ECOLAB INC | $580,000 | -7.9% | 4,009 | -2.3% | 0.08% | -2.4% |
| WFC | Sell | WELLS FARGO CO NEW | $581,000 | +0.9% | 14,425 | -1.9% | 0.08% | +6.7% |
| MA | MASTERCARD INCORPORATEDcl a | $577,000 | -9.8% | 2,029 | 0.0% | 0.08% | -3.6% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $557,000 | -18.0% | 4,281 | -6.1% | 0.08% | -12.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $551,000 | -2.3% | 2,515 | +0.8% | 0.08% | +4.1% |
| GSBD | GOLDMAN SACHS BDC INC | $540,000 | -14.0% | 37,391 | 0.0% | 0.08% | -7.4% | |
| INTU | Sell | INTUIT | $534,000 | -5.0% | 1,378 | -5.5% | 0.07% | +1.4% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $505,000 | -12.3% | 13,831 | 0.0% | 0.07% | -6.7% | |
| SO | SOUTHERN CO | $501,000 | -4.6% | 7,367 | 0.0% | 0.07% | +1.5% | |
| CHD | Buy | CHURCH & DWIGHT CO INC | $496,000 | -22.7% | 6,932 | +0.2% | 0.07% | -16.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $492,000 | -13.8% | 13,532 | -3.2% | 0.07% | -8.1% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $478,000 | -7.4% | 441 | -1.8% | 0.07% | -1.5% |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $471,000 | -3.9% | 7,012 | 0.0% | 0.06% | +1.6% | |
| TRV | TRAVELERS COMPANIES INC | $468,000 | -9.5% | 3,055 | 0.0% | 0.06% | -3.0% | |
| COP | CONOCOPHILLIPS | $463,000 | +14.0% | 4,524 | 0.0% | 0.06% | +20.8% | |
| ABT | ABBOTT LABS | $459,000 | -10.9% | 4,743 | 0.0% | 0.06% | -6.0% | |
| AMT | AMERICAN TOWER CORP NEW | $457,000 | -16.1% | 2,129 | 0.0% | 0.06% | -11.3% | |
| FISV | FISERV INC | $441,000 | +5.3% | 4,712 | 0.0% | 0.06% | +13.0% | |
| PM | PHILIP MORRIS INTL INC | $438,000 | -15.8% | 5,271 | 0.0% | 0.06% | -9.0% | |
| LOW | LOWES COS INC | $425,000 | +7.3% | 2,262 | 0.0% | 0.06% | +15.7% | |
| GLP | Sell | GLOBAL PARTNERS LP | $421,000 | +4.7% | 17,000 | -0.7% | 0.06% | +11.5% |
| PACW | Sell | PACWEST BANCORP DEL | $416,000 | -23.5% | 18,418 | -9.8% | 0.06% | -18.3% |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $409,000 | +4.6% | 10,500 | 0.0% | 0.06% | +11.8% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $409,000 | -4.2% | 2,850 | 0.0% | 0.06% | +3.6% | |
| NVDA | NVIDIA CORPORATION | $403,000 | -20.0% | 3,320 | 0.0% | 0.06% | -13.8% | |
| EEMX | Sell | SPDR INDEX SHS FDSmsci emr mkt etf | $406,000 | -13.6% | 7,656 | -0.5% | 0.06% | -8.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $407,000 | -0.5% | 1 | 0.0% | 0.06% | +5.7% | |
| CG | Sell | CARLYLE GROUP INC | $406,000 | -19.3% | 15,720 | -1.1% | 0.06% | -13.8% |
| VIS | VANGUARD WORLD FDSindustrial etf | $407,000 | -3.6% | 2,583 | 0.0% | 0.06% | +1.8% | |
| HLIO | HELIOS TECHNOLOGIES INC | $401,000 | -23.6% | 7,926 | 0.0% | 0.06% | -19.1% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $395,000 | +3.7% | 2,770 | 0.0% | 0.06% | +12.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $393,000 | -3.9% | 1,470 | +0.7% | 0.05% | +1.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $392,000 | +3.7% | 1,684 | +7.0% | 0.05% | +10.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $386,000 | -16.1% | 4,708 | -1.6% | 0.05% | -11.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $384,000 | -6.1% | 4,399 | -0.7% | 0.05% | 0.0% |
| MO | ALTRIA GROUP INC | $368,000 | -3.2% | 9,100 | 0.0% | 0.05% | +4.1% | |
| CTLT | CATALENT INC | $367,000 | -32.5% | 5,072 | 0.0% | 0.05% | -28.2% | |
| PGR | Buy | PROGRESSIVE CORP | $368,000 | +9.9% | 3,168 | +10.1% | 0.05% | +18.6% |
| IWR | ISHARES TRrus mid cap etf | $361,000 | -3.7% | 5,807 | 0.0% | 0.05% | +2.0% | |
| IWP | ISHARES TRrus md cp gr etf | $365,000 | -1.1% | 4,659 | 0.0% | 0.05% | +4.2% | |
| MCD | MCDONALDS CORP | $348,000 | -6.5% | 1,508 | 0.0% | 0.05% | 0.0% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $337,000 | +3.7% | 13,388 | 0.0% | 0.05% | +11.9% | |
| XAIR | BEYOND AIR INC | $339,000 | +11.5% | 45,500 | 0.0% | 0.05% | +20.5% | |
| ORCL | Sell | ORACLE CORP | $343,000 | -25.8% | 5,615 | -15.1% | 0.05% | -21.7% |
| CLX | Buy | CLOROX CO DEL | $335,000 | -8.7% | 2,605 | +0.2% | 0.05% | -4.2% |
| MPLX | MPLX LP | $324,000 | +2.9% | 10,796 | 0.0% | 0.04% | +9.8% | |
| IWM | ISHARES TRrussell 2000 etf | $327,000 | -2.7% | 1,982 | 0.0% | 0.04% | +2.3% | |
| AMGN | Sell | AMGEN INC | $325,000 | -15.4% | 1,440 | -8.9% | 0.04% | -10.0% |
| AVGO | Sell | BROADCOM INC | $328,000 | -10.1% | 738 | -1.9% | 0.04% | -4.3% |
| CRM | SALESFORCE INC | $319,000 | -13.1% | 2,222 | 0.0% | 0.04% | -8.3% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $319,000 | +9.6% | 2,205 | -1.6% | 0.04% | +15.8% |
| SNPS | SYNOPSYS INC | $318,000 | +0.6% | 1,040 | 0.0% | 0.04% | +7.3% | |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $313,000 | -29.3% | 10,452 | -10.7% | 0.04% | -24.6% |
| CTAS | CINTAS CORP | $303,000 | +4.1% | 780 | 0.0% | 0.04% | +10.5% | |
| TTD | THE TRADE DESK INC | $304,000 | +42.7% | 5,090 | 0.0% | 0.04% | +50.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $299,000 | -18.1% | 4,365 | -2.3% | 0.04% | -12.8% |
| New | HEALTHCARE RLTY TR | $294,000 | – | 14,100 | +100.0% | 0.04% | – | |
| LLY | LILLY ELI & CO | $289,000 | -0.3% | 893 | 0.0% | 0.04% | +5.3% | |
| AMD | ADVANCED MICRO DEVICES INC | $286,000 | -17.1% | 4,512 | 0.0% | 0.04% | -11.1% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $290,000 | -11.3% | 2,256 | -5.2% | 0.04% | -4.8% |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $288,000 | +7.1% | 27,359 | 0.0% | 0.04% | +14.3% | |
| INTC | Sell | INTEL CORP | $285,000 | -34.0% | 11,051 | -4.3% | 0.04% | -30.4% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $275,000 | -29.5% | 3,433 | 0.0% | 0.04% | -25.5% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $273,000 | -2.8% | 2,595 | +5.2% | 0.04% | +5.6% |
| MKC | Sell | MCCORMICK & CO INC | $267,000 | -23.1% | 3,743 | -10.3% | 0.04% | -17.8% |
| NVO | Sell | NOVO-NORDISK A Sadr | $271,000 | -11.4% | 2,719 | -0.9% | 0.04% | -7.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $244,000 | +8.4% | 354 | -6.8% | 0.03% | +17.2% |
| DE | Buy | DEERE & CO | $245,000 | +23.7% | 735 | +11.4% | 0.03% | +30.8% |
| IWF | ISHARES TRrus 1000 grw etf | $241,000 | -3.6% | 1,144 | 0.0% | 0.03% | +3.1% | |
| SNV | SYNOVUS FINL CORP | $232,000 | +4.5% | 6,171 | 0.0% | 0.03% | +10.3% | |
| IRT | INDEPENDENCE RLTY TR INC | $230,000 | -19.3% | 13,726 | 0.0% | 0.03% | -13.5% | |
| FAST | Sell | FASTENAL CO | $230,000 | -16.4% | 5,000 | -9.1% | 0.03% | -11.1% |
| NFLX | NETFLIX INC | $230,000 | +34.5% | 975 | 0.0% | 0.03% | +45.5% | |
| ZS | ZSCALER INC | $230,000 | +10.0% | 1,400 | 0.0% | 0.03% | +18.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $222,000 | +7.8% | 980 | 0.0% | 0.03% | +14.8% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $220,000 | +12.2% | 3,088 | +21.1% | 0.03% | +20.0% |
| PSF | COHEN & STEERS SELECT PFD & | $216,000 | -11.5% | 12,000 | 0.0% | 0.03% | -6.2% | |
| TMUS | T-MOBILE US INC | $215,000 | 0.0% | 1,600 | 0.0% | 0.03% | +7.1% | |
| DXCM | DEXCOM INC | $219,000 | +7.9% | 2,724 | 0.0% | 0.03% | +15.4% | |
| NXPI | NXP SEMICONDUCTORS N V | $210,000 | 0.0% | 1,421 | 0.0% | 0.03% | +7.4% | |
| UL | UNILEVER PLCspon adr new | $213,000 | -4.1% | 4,850 | 0.0% | 0.03% | 0.0% | |
| HDB | HDFC BANK LTDsponsored ads | $202,000 | +6.3% | 3,465 | 0.0% | 0.03% | +12.0% | |
| TJX | Sell | TJX COS INC NEW | $205,000 | +2.5% | 3,295 | -7.9% | 0.03% | +7.7% |
| UNFI | UNITED NAT FOODS INC | $204,000 | -12.8% | 5,937 | 0.0% | 0.03% | -6.7% | |
| NSC | NORFOLK SOUTHN CORP | $192,000 | -8.1% | 920 | 0.0% | 0.03% | 0.0% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $196,000 | -31.7% | 2,610 | -4.5% | 0.03% | -27.0% |
| MCO | MOODYS CORP | $198,000 | -10.8% | 815 | 0.0% | 0.03% | -6.9% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $198,000 | -2.0% | 1,200 | 0.0% | 0.03% | +3.8% | |
| LDOS | Sell | LEIDOS HOLDINGS INC | $186,000 | -17.7% | 2,125 | -5.1% | 0.03% | -10.3% |
| NOW | SERVICENOW INC | $189,000 | -20.6% | 500 | 0.0% | 0.03% | -16.1% | |
| PWR | New | QUANTA SVCS INC | $178,000 | – | 1,400 | +100.0% | 0.02% | – |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $182,000 | +14.5% | 860 | +1.4% | 0.02% | +19.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $179,000 | -27.5% | 6,737 | -44.3% | 0.02% | -21.9% |
| CARA | CARA THERAPEUTICS INC | $172,000 | +3.0% | 18,327 | 0.0% | 0.02% | +9.1% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $172,000 | +4200.0% | 1,047 | +11533.3% | 0.02% | +2300.0% |
| IJS | ISHARES TRsp smcp600vl etf | $177,000 | -7.3% | 2,145 | 0.0% | 0.02% | -4.0% | |
| TEL | TE CONNECTIVITY LTD | $165,000 | -2.4% | 1,495 | 0.0% | 0.02% | +4.5% | |
| HUBS | HUBSPOT INC | $165,000 | -9.8% | 610 | 0.0% | 0.02% | -4.2% | |
| ING | ING GROEP N.V.sponsored adr | $167,000 | -14.4% | 19,641 | 0.0% | 0.02% | -8.0% | |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $163,000 | +8.7% | 1,798 | 0.0% | 0.02% | +21.1% | |
| JETS | ETF SER SOLUTIONSus glb jets | $156,000 | -8.8% | 10,366 | 0.0% | 0.02% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $159,000 | -7.0% | 1,531 | 0.0% | 0.02% | 0.0% | |
| ASML | ASML HOLDING N V | $160,000 | -12.6% | 385 | 0.0% | 0.02% | -8.3% | |
| IX | ORIX CORPsponsored adr | $161,000 | -15.7% | 2,274 | 0.0% | 0.02% | -12.0% | |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $157,000 | +20.8% | 30,460 | 0.0% | 0.02% | +29.4% | |
| SIVB | SVB FINANCIAL GROUP | $159,000 | -15.4% | 475 | 0.0% | 0.02% | -8.3% | |
| STZ | CONSTELLATION BRANDS INCcl a | $160,000 | -1.2% | 695 | 0.0% | 0.02% | +4.8% | |
| MDB | MONGODB INCcl a | $162,000 | -23.6% | 815 | 0.0% | 0.02% | -18.5% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $161,000 | -12.0% | 4,600 | 0.0% | 0.02% | -8.3% | |
| IWD | ISHARES TRrus 1000 val etf | $151,000 | -5.6% | 1,107 | 0.0% | 0.02% | 0.0% | |
| SHOP | Sell | SHOPIFY INCcl a | $154,000 | -14.9% | 5,715 | -1.5% | 0.02% | -8.7% |
| HIMS | HIMS & HERS HEALTH INC | $154,000 | +23.2% | 27,605 | 0.0% | 0.02% | +31.2% | |
| NKE | NIKE INCcl b | $150,000 | -18.9% | 1,809 | 0.0% | 0.02% | -12.5% | |
| CP | CANADIAN PAC RY LTD | $150,000 | -4.5% | 2,247 | 0.0% | 0.02% | +5.0% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $151,000 | -3.8% | 11,180 | 0.0% | 0.02% | +5.0% | |
| NOMD | NOMAD FOODS LTD | $142,000 | -29.0% | 10,000 | 0.0% | 0.02% | -23.1% | |
| SAP | SAP SEspon adr | $147,000 | -10.4% | 1,808 | 0.0% | 0.02% | -4.8% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $134,000 | +18.6% | 454 | +19.8% | 0.02% | +26.7% |
| OKE | Sell | ONEOK INC NEW | $140,000 | -12.5% | 2,741 | -4.8% | 0.02% | -9.5% |
| CME | Buy | CME GROUP INC | $141,000 | -12.4% | 795 | +0.9% | 0.02% | -9.5% |
| FDD | FIRST TR STOXX EUROPEAN SELE | $138,000 | -14.3% | 14,782 | 0.0% | 0.02% | -9.5% | |
| BLK | Buy | BLACKROCK INC | $136,000 | -4.9% | 245 | +4.3% | 0.02% | 0.0% |
| SLV | ISHARES SILVER TRishares | $127,000 | -5.9% | 7,260 | 0.0% | 0.02% | 0.0% | |
| KO | COCA COLA CO | $130,000 | -11.0% | 2,320 | 0.0% | 0.02% | -5.3% | |
| WY | WEYERHAEUSER CO MTN BE | $128,000 | -13.5% | 4,478 | 0.0% | 0.02% | -5.3% | |
| WTM | WHITE MTNS INS GROUP LTD | $130,000 | +4.0% | 100 | 0.0% | 0.02% | +12.5% | |
| New | JACOBS SOLUTIONS INC | $130,000 | – | 1,200 | +100.0% | 0.02% | – | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $120,000 | -18.9% | 1,330 | -15.3% | 0.02% | -10.5% |
| XME | SPDR SER TRs&p metals mng | $125,000 | -2.3% | 2,950 | 0.0% | 0.02% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $123,000 | -9.6% | 1,614 | 0.0% | 0.02% | -5.6% | |
| USMV | ISHARES TRmsci usa min vol | $126,000 | -6.0% | 1,911 | 0.0% | 0.02% | 0.0% | |
| PLTK | PLAYTIKA HLDG CORP | $126,000 | -29.2% | 13,414 | 0.0% | 0.02% | -26.1% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $120,000 | -11.8% | 5,350 | 0.0% | 0.02% | -5.6% | |
| SYK | STRYKER CORPORATION | $126,000 | +1.6% | 622 | 0.0% | 0.02% | +6.2% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $117,000 | -8.6% | 5,592 | 0.0% | 0.02% | -5.9% | |
| VOO | Sell | VANGUARD INDEX FDS | $118,000 | -26.2% | 360 | -21.7% | 0.02% | -23.8% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $117,000 | +7.3% | 14,500 | 0.0% | 0.02% | +14.3% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $116,000 | -7.2% | 4,520 | 0.0% | 0.02% | 0.0% | |
| CGNX | COGNEX CORP | $116,000 | -2.5% | 2,800 | 0.0% | 0.02% | +6.7% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $111,000 | -10.5% | 1,900 | 0.0% | 0.02% | -6.2% | |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $105,000 | -3.7% | 1,703 | -2.0% | 0.02% | +7.1% |
| GIS | Buy | GENERAL MLS INC | $111,000 | +1.8% | 1,447 | +0.2% | 0.02% | +7.1% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $111,000 | +58.6% | 3,030 | +49.3% | 0.02% | +66.7% |
| BIIB | BIOGEN INC | $107,000 | +30.5% | 400 | 0.0% | 0.02% | +36.4% | |
| ESTC | ELASTIC N V | $108,000 | +5.9% | 1,500 | 0.0% | 0.02% | +15.4% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $110,000 | -33.7% | 1,955 | -26.3% | 0.02% | -31.8% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $110,000 | -72.1% | 588 | -70.0% | 0.02% | -70.6% |
| LIT | GLOBAL X FDSlithium btry etf | $106,000 | -9.4% | 1,605 | 0.0% | 0.02% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $112,000 | -31.7% | 1,525 | 0.0% | 0.02% | -28.6% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $109,000 | -21.6% | 1,696 | 0.0% | 0.02% | -16.7% | |
| FERG | FERGUSON PLC NEW | $112,000 | -5.9% | 1,066 | 0.0% | 0.02% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $101,000 | -6.5% | 6,000 | 0.0% | 0.01% | 0.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $102,000 | -3.8% | 1,218 | 0.0% | 0.01% | 0.0% | |
| APPN | APPIAN CORPcl a | $98,000 | -14.0% | 2,400 | 0.0% | 0.01% | -6.7% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $102,000 | -2.9% | 1,372 | 0.0% | 0.01% | 0.0% | |
| STAG | STAG INDL INC | $100,000 | -7.4% | 3,500 | 0.0% | 0.01% | 0.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $99,000 | -83.9% | 441 | -85.0% | 0.01% | -82.5% |
| HESM | HESS MIDSTREAM LP | $102,000 | -8.9% | 4,000 | 0.0% | 0.01% | -6.7% | |
| ORA | New | ORMAT TECHNOLOGIES INC | $98,000 | – | 1,135 | +100.0% | 0.01% | – |
| TCOM | TRIP COM GROUP LTDads | $91,000 | 0.0% | 3,328 | 0.0% | 0.01% | +8.3% | |
| SLVP | ISHARES INCmsci glb slv&mtl | $97,000 | -9.3% | 10,820 | 0.0% | 0.01% | -7.1% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $94,000 | -5.1% | 2,338 | 0.0% | 0.01% | 0.0% | |
| LNN | Buy | LINDSAY CORP | $93,000 | +40.9% | 650 | +30.0% | 0.01% | +44.4% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $91,000 | +31.9% | 1,025 | +64.0% | 0.01% | +44.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $94,000 | -45.3% | 1,174 | -37.8% | 0.01% | -40.9% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $92,000 | -12.4% | 903 | -9.6% | 0.01% | -7.1% |
| MGM | MGM RESORTS INTERNATIONAL | $97,000 | +3.2% | 3,250 | 0.0% | 0.01% | +8.3% | |
| WMT | Sell | WALMART INC | $93,000 | -51.1% | 713 | -54.4% | 0.01% | -48.0% |
| ITW | ILLINOIS TOOL WKS INC | $97,000 | 0.0% | 534 | 0.0% | 0.01% | 0.0% | |
| CCJ | CAMECO CORP | $93,000 | +25.7% | 3,500 | 0.0% | 0.01% | +30.0% | |
| SYNA | SYNAPTICS INC | $89,000 | -16.0% | 900 | 0.0% | 0.01% | -14.3% | |
| AINV | MIDCAP FINANCIAL INVSTMNT CO | $85,000 | -5.6% | 8,333 | 0.0% | 0.01% | 0.0% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $86,000 | -6.5% | 5,000 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC | $79,000 | +29.5% | 96 | 0.0% | 0.01% | +37.5% | |
| VEEV | VEEVA SYS INC | $82,000 | -17.2% | 500 | 0.0% | 0.01% | -15.4% | |
| EBC | Sell | EASTERN BANKSHARES INC | $79,000 | -34.2% | 4,000 | -38.5% | 0.01% | -31.2% |
| CAT | CATERPILLAR INC | $82,000 | -7.9% | 500 | 0.0% | 0.01% | -8.3% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $76,000 | -10.6% | 820 | 0.0% | 0.01% | 0.0% | |
| ZEN | ZENDESK INC | $76,000 | +2.7% | 1,000 | 0.0% | 0.01% | +10.0% | |
| BDX | Buy | BECTON DICKINSON & CO | $77,000 | -7.2% | 347 | +3.0% | 0.01% | 0.0% |
| FLNG | FLEX LNG LTD | $79,000 | +16.2% | 2,500 | 0.0% | 0.01% | +22.2% | |
| TRP | TC ENERGY CORP | $81,000 | -22.1% | 2,011 | 0.0% | 0.01% | -15.4% | |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $81,000 | -11.0% | 1,659 | -3.3% | 0.01% | -8.3% |
| KNSL | KINSALE CAP GROUP INC | $77,000 | +11.6% | 300 | 0.0% | 0.01% | +22.2% | |
| PAYX | PAYCHEX INC | $76,000 | -1.3% | 675 | 0.0% | 0.01% | +10.0% | |
| New | PROSHARES TRultrashrt s&p500 | $82,000 | – | 1,500 | +100.0% | 0.01% | – | |
| CCI | Sell | CROWN CASTLE INC | $69,000 | -21.6% | 480 | -7.7% | 0.01% | -9.1% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $71,000 | -5.3% | 810 | 0.0% | 0.01% | 0.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $71,000 | +18.3% | 1,600 | 0.0% | 0.01% | +25.0% | |
| TLK | P T TELEKOMUNIKASI INDONESIAsponsored adr | $71,000 | +7.6% | 2,456 | 0.0% | 0.01% | +11.1% | |
| TDOC | TELADOC HEALTH INC | $73,000 | -24.0% | 2,880 | 0.0% | 0.01% | -16.7% | |
| ED | CONSOLIDATED EDISON INC | $69,000 | -9.2% | 800 | 0.0% | 0.01% | 0.0% | |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $69,000 | -5.5% | 716 | 0.0% | 0.01% | +11.1% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $73,000 | -5.2% | 10,000 | 0.0% | 0.01% | 0.0% | |
| AMERICA FIRST MULTIFAMILY INben unit ctf | $72,000 | -5.3% | 4,167 | 0.0% | 0.01% | 0.0% | ||
| BRKL | BROOKLINE BANCORP INC DEL | $69,000 | -11.5% | 5,896 | 0.0% | 0.01% | 0.0% | |
| SK TELECOM LTDsponsored adr | $75,000 | -12.8% | 3,867 | 0.0% | 0.01% | -9.1% | ||
| AXON | AXON ENTERPRISE INC | $64,000 | +23.1% | 550 | 0.0% | 0.01% | +28.6% | |
| LULU | LULULEMON ATHLETICA INC | $65,000 | +1.6% | 234 | 0.0% | 0.01% | +12.5% | |
| FSK | New | FS KKR CAP CORP | $68,000 | – | 4,000 | +100.0% | 0.01% | – |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $67,000 | -4.3% | 525 | 0.0% | 0.01% | 0.0% | |
| IPGP | IPG PHOTONICS CORP | $64,000 | -11.1% | 761 | 0.0% | 0.01% | 0.0% | |
| WD | WALKER & DUNLOP INC | $63,000 | -12.5% | 750 | 0.0% | 0.01% | 0.0% | |
| YNDX | YANDEX N V | $65,000 | +3.2% | 2,132 | 0.0% | 0.01% | +12.5% | |
| TWLO | TWILIO INCcl a | $65,000 | -16.7% | 941 | 0.0% | 0.01% | -10.0% | |
| ROKU | ROKU INC | $62,000 | -31.1% | 1,100 | 0.0% | 0.01% | -25.0% | |
| BFB | BROWN FORMAN CORPcl b | $62,000 | -4.6% | 931 | 0.0% | 0.01% | +12.5% | |
| PAYC | PAYCOM SOFTWARE INC | $66,000 | +17.9% | 200 | 0.0% | 0.01% | +28.6% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $63,000 | -7.4% | 2,704 | 0.0% | 0.01% | 0.0% | |
| SUSA | ISHARES TRmsci usa esg slc | $63,000 | -6.0% | 833 | 0.0% | 0.01% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $68,000 | +21.4% | 400 | 0.0% | 0.01% | +28.6% | |
| BNTX | BIONTECH SEsponsored ads | $65,000 | -9.7% | 484 | 0.0% | 0.01% | 0.0% | |
| LNG | CHENIERE ENERGY INC | $66,000 | +24.5% | 400 | 0.0% | 0.01% | +28.6% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $63,000 | -4.5% | 349 | 0.0% | 0.01% | 0.0% | |
| NRZ | RITHM CAPITAL CORP | $62,000 | -21.5% | 8,500 | 0.0% | 0.01% | -10.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $67,000 | +11.7% | 956 | 0.0% | 0.01% | +12.5% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $68,000 | -15.0% | 15,037 | 0.0% | 0.01% | -10.0% | |
| ABNB | AIRBNB INC | $63,000 | +18.9% | 600 | 0.0% | 0.01% | +28.6% | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $59,000 | -16.9% | 2,533 | 0.0% | 0.01% | -11.1% | |
| O | REALTY INCOME CORP | $58,000 | -14.7% | 1,000 | 0.0% | 0.01% | -11.1% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $61,000 | +205.0% | 1,099 | +266.3% | 0.01% | +166.7% |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $58,000 | -9.4% | 7,081 | 0.0% | 0.01% | 0.0% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $55,000 | -32.1% | 954 | 0.0% | 0.01% | -27.3% | |
| IHI | ISHARES TRu.s. med dvc etf | $60,000 | -6.2% | 1,272 | 0.0% | 0.01% | 0.0% | |
| RXRX | Buy | RECURSION PHARMACEUTICALS INcl a | $59,000 | +168.2% | 5,502 | +100.0% | 0.01% | +166.7% |
| CHWY | CHEWY INCcl a | $56,000 | -11.1% | 1,800 | 0.0% | 0.01% | 0.0% | |
| OMF | Buy | ONEMAIN HLDGS INC | $59,000 | +59.5% | 2,000 | +100.0% | 0.01% | +60.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $57,000 | -14.9% | 1,000 | 0.0% | 0.01% | -11.1% | |
| ABC | AMERISOURCEBERGEN CORP | $59,000 | -3.3% | 434 | 0.0% | 0.01% | 0.0% | |
| WPC | Sell | WP CAREY INC | $56,000 | -32.5% | 800 | -20.0% | 0.01% | -27.3% |
| IGM | ISHARES TRexpnd tec sc etf | $59,000 | -4.8% | 212 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $61,000 | +7.0% | 765 | 0.0% | 0.01% | +14.3% | |
| FIS | FIDELITY NATL INFORMATION SV | $61,000 | -16.4% | 800 | 0.0% | 0.01% | -11.1% | |
| IYR | ISHARES TRu.s. real es etf | $61,000 | -11.6% | 751 | 0.0% | 0.01% | -11.1% | |
| WMB | WILLIAMS COS INC | $57,000 | -8.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $48,000 | -26.2% | 1,105 | -16.7% | 0.01% | -12.5% |
| IRM | IRON MTN INC DEL | $53,000 | -8.6% | 1,200 | 0.0% | 0.01% | -12.5% | |
| DEO | DIAGEO PLCspon adr new | $51,000 | -1.9% | 300 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $49,000 | -7.5% | 400 | 0.0% | 0.01% | 0.0% | |
| DOCN | DIGITALOCEAN HLDGS INC | $54,000 | -12.9% | 1,500 | 0.0% | 0.01% | -12.5% | |
| SHELL PLCspon ads | $51,000 | -5.6% | 1,024 | 0.0% | 0.01% | 0.0% | ||
| SBLK | STAR BULK CARRIERS CORP. | $52,000 | -30.7% | 3,000 | 0.0% | 0.01% | -30.0% | |
| RBCAA | REPUBLIC BANCORP INC KYcl a | $50,000 | -20.6% | 1,300 | 0.0% | 0.01% | -12.5% | |
| MFC | Buy | MANULIFE FINL CORP | $50,000 | +4.2% | 3,182 | +14.5% | 0.01% | +16.7% |
| VHT | VANGUARD WORLD FDShealth car etf | $52,000 | -5.5% | 234 | 0.0% | 0.01% | 0.0% | |
| SHG | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $50,000 | -19.4% | 2,179 | 0.0% | 0.01% | -12.5% | |
| CMI | CUMMINS INC | $52,000 | +6.1% | 254 | 0.0% | 0.01% | +16.7% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $51,000 | -10.5% | 1,438 | 0.0% | 0.01% | 0.0% | |
| LIN | Sell | LINDE PLC | $54,000 | -37.2% | 200 | -33.3% | 0.01% | -36.4% |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $52,000 | -8.8% | 500 | 0.0% | 0.01% | 0.0% | |
| HMC | HONDA MOTOR LTD | $49,000 | -10.9% | 2,288 | 0.0% | 0.01% | 0.0% | |
| CSWI | CSW INDUSTRIALS INC | $43,000 | +16.2% | 362 | 0.0% | 0.01% | +20.0% | |
| BXMT | BLACKSTONE MTG TR INC | $47,000 | -14.5% | 2,000 | 0.0% | 0.01% | -14.3% | |
| EWA | ISHARES INCmsci aust etf | $47,000 | -7.8% | 2,390 | 0.0% | 0.01% | -14.3% | |
| USB | US BANCORP DEL | $41,000 | -10.9% | 1,009 | 0.0% | 0.01% | 0.0% | |
| MTN | VAIL RESORTS INC | $43,000 | -2.3% | 200 | 0.0% | 0.01% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $44,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $47,000 | -28.8% | 3,075 | 0.0% | 0.01% | -33.3% | |
| TFFP | TFF PHARMACEUTICALS INC | $41,000 | -28.1% | 10,000 | 0.0% | 0.01% | -14.3% | |
| LRCX | LAM RESEARCH CORP | $40,000 | -13.0% | 108 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX CORP | $46,000 | -9.8% | 1,740 | 0.0% | 0.01% | -14.3% | |
| ETSY | ETSY INC | $40,000 | +37.9% | 402 | 0.0% | 0.01% | +50.0% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $41,000 | -4.7% | 552 | 0.0% | 0.01% | 0.0% | |
| NET | CLOUDFLARE INC | $44,000 | +25.7% | 800 | 0.0% | 0.01% | +20.0% | |
| STOR | STORE CAP CORP | $47,000 | +20.5% | 1,500 | 0.0% | 0.01% | +20.0% | |
| MRNA | MODERNA INC | $43,000 | -17.3% | 363 | 0.0% | 0.01% | -14.3% | |
| T | AT&T INC | $40,000 | -25.9% | 2,575 | 0.0% | 0.01% | -14.3% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $42,000 | -4.5% | 622 | 0.0% | 0.01% | 0.0% | |
| CIM | CHIMERA INVT CORP | $45,000 | -41.6% | 8,700 | 0.0% | 0.01% | -40.0% | |
| RBLX | ROBLOX CORPcl a | $43,000 | +10.3% | 1,200 | 0.0% | 0.01% | +20.0% | |
| GLW | Buy | CORNING INC | $46,000 | -4.2% | 1,599 | +5.2% | 0.01% | 0.0% |
| TRI | THOMSON REUTERS CORP. | $41,000 | -2.4% | 400 | 0.0% | 0.01% | +20.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $37,000 | -11.9% | 664 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $38,000 | -7.3% | 316 | 0.0% | 0.01% | 0.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $37,000 | +5.7% | 3,000 | 0.0% | 0.01% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $36,000 | -34.5% | 575 | -33.8% | 0.01% | -28.6% | |
| AFL | AFLAC INC | $37,000 | 0.0% | 660 | 0.0% | 0.01% | 0.0% | |
| THQ | TEKLA HEALTHCARE OPPORTUNITI | $36,000 | -10.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| TREX | TREX CO INC | $37,000 | -19.6% | 850 | 0.0% | 0.01% | -16.7% | |
| CFLT | CONFLUENT INC | $33,000 | 0.0% | 1,400 | 0.0% | 0.01% | +25.0% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $35,000 | -42.6% | 282 | -39.4% | 0.01% | -37.5% |
| NTRS | NORTHERN TR CORP | $34,000 | -12.8% | 400 | 0.0% | 0.01% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $37,000 | +2.8% | 300 | 0.0% | 0.01% | 0.0% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $34,000 | -5.6% | 2,500 | 0.0% | 0.01% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $35,000 | -35.2% | 115 | 0.0% | 0.01% | -28.6% | |
| NS | NUSTAR ENERGY LP | $33,000 | -2.9% | 2,450 | 0.0% | 0.01% | +25.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $38,000 | -9.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $38,000 | -49.3% | 726 | -42.9% | 0.01% | -50.0% |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | $35,000 | -12.5% | 2,592 | 0.0% | 0.01% | 0.0% | |
| CHDN | CHURCHILL DOWNS INC | $33,000 | -2.9% | 180 | 0.0% | 0.01% | +25.0% | |
| AGNC | AGNC INVT CORP | $34,000 | -22.7% | 4,000 | 0.0% | 0.01% | -16.7% | |
| ACV | VIRTUS DIVERSIFIED INCM & CO | $35,000 | -10.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| OGN | Sell | ORGANON & CO | $35,000 | -39.7% | 1,497 | -12.7% | 0.01% | -37.5% |
| EBAY | EBAY INC. | $37,000 | -11.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $39,000 | -4.9% | 1,231 | 0.0% | 0.01% | 0.0% | |
| FLGT | FULGENT GENETICS INC | $38,000 | -30.9% | 1,000 | 0.0% | 0.01% | -28.6% | |
| GGG | GRACO INC | $27,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| MGNI | MAGNITE INC | $26,000 | -27.8% | 4,000 | 0.0% | 0.00% | -20.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $27,000 | -12.9% | 130 | 0.0% | 0.00% | 0.0% | |
| ENPH | ENPHASE ENERGY INC | $32,000 | +45.5% | 115 | 0.0% | 0.00% | +33.3% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $30,000 | +3.4% | 129 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $26,000 | 0.0% | 714 | 0.0% | 0.00% | +33.3% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $26,000 | -3.7% | 200 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $27,000 | +8.0% | 475 | 0.0% | 0.00% | +33.3% | |
| New | ANNALY CAPITAL MANAGEMENT IN | $26,000 | – | 1,500 | +100.0% | 0.00% | – | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $31,000 | 0.0% | 505 | 0.0% | 0.00% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $32,000 | -20.0% | 175 | -12.9% | 0.00% | -20.0% |
| FNX | FIRST TR MID CAP CORE ALPHAD | $27,000 | -3.6% | 330 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $30,000 | -11.8% | 546 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $31,000 | -3.1% | 201 | 0.0% | 0.00% | 0.0% | |
| JCPB | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $30,000 | -3.2% | 650 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $30,000 | -11.8% | 1,240 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $30,000 | -16.7% | 3,711 | 0.0% | 0.00% | -20.0% | |
| CRL | CHARLES RIV LABS INTL INC | $26,000 | -7.1% | 133 | 0.0% | 0.00% | 0.0% | |
| LRGF | ISHARES TRu s equity factr | $28,000 | -3.4% | 758 | 0.0% | 0.00% | 0.0% | |
| NRIM | NORTHRIM BANCORP INC | $27,000 | +3.8% | 650 | 0.0% | 0.00% | +33.3% | |
| SLB | SCHLUMBERGER LTD | $29,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| SPSB | SPDR SER TRportfolio short | $29,000 | -3.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $29,000 | +3.6% | 220 | 0.0% | 0.00% | 0.0% | |
| VLY | VALLEY NATL BANCORP | $32,000 | +3.2% | 3,000 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $30,000 | -3.2% | 698 | 0.0% | 0.00% | 0.0% | |
| DEUS | DBX ETF TRxtrackers russel | $32,000 | -5.9% | 845 | 0.0% | 0.00% | 0.0% | |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $32,000 | +6.7% | 647 | +3.9% | 0.00% | 0.0% |
| GD | GENERAL DYNAMICS CORP | $32,000 | -3.0% | 150 | 0.0% | 0.00% | 0.0% | |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $27,000 | -25.0% | 1,000 | 0.0% | 0.00% | -20.0% | |
| DSI | ISHARES TRmsci kld400 soc | $27,000 | -6.9% | 400 | 0.0% | 0.00% | 0.0% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $30,000 | +7.1% | 750 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $32,000 | +6.7% | 554 | 0.0% | 0.00% | 0.0% | |
| TWO | TWO HBRS INVT CORP | $27,000 | -32.5% | 8,100 | 0.0% | 0.00% | -20.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $28,000 | -6.7% | 235 | 0.0% | 0.00% | 0.0% | |
| GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $32,000 | -23.8% | 5,750 | 0.0% | 0.00% | -20.0% | |
| FEDERAL RLTY INVT TR NEWsh ben int new | $32,000 | -5.9% | 350 | 0.0% | 0.00% | 0.0% | ||
| LSXMK | LIBERTY MEDIA CORP DEL | $30,000 | +3.4% | 800 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $26,000 | -10.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EXPI | EXP WORLD HLDGS INC | $29,000 | -6.5% | 2,600 | 0.0% | 0.00% | 0.0% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $27,000 | -10.0% | 655 | -0.8% | 0.00% | 0.0% |
| MCN | MADISON COVERED CALL & EQUIT | $32,000 | -5.9% | 5,000 | 0.0% | 0.00% | 0.0% | |
| MLPX | GLOBAL X FDSglb x mlp enrg i | $23,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $21,000 | -4.5% | 1,722 | -2.5% | 0.00% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $20,000 | -20.0% | 93 | -17.7% | 0.00% | 0.0% |
| MOS | Sell | MOSAIC CO NEW | $24,000 | -66.2% | 500 | -66.7% | 0.00% | -66.7% |
| EARN | ELLINGTON RESIDENTIAL MTG RE | $25,000 | -16.7% | 4,000 | 0.0% | 0.00% | -25.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $24,000 | -11.1% | 283 | 0.0% | 0.00% | -25.0% | |
| STT | STATE STR CORP | $23,000 | 0.0% | 373 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $22,000 | -18.5% | 317 | 0.0% | 0.00% | -25.0% | |
| GH | GUARDANT HEALTH INC | $19,000 | +35.7% | 350 | 0.0% | 0.00% | +50.0% | |
| HAE | HAEMONETICS CORP MASS | $22,000 | +10.0% | 301 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC | $20,000 | -9.1% | 173 | 0.0% | 0.00% | 0.0% | |
| PCT | PURECYCLE TECHNOLOGIES INC | $20,000 | +5.3% | 2,500 | 0.0% | 0.00% | +50.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $23,000 | -36.1% | 309 | 0.0% | 0.00% | -40.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $22,000 | +4.8% | 75 | 0.0% | 0.00% | 0.0% | |
| CRK | New | COMSTOCK RES INC | $21,000 | – | 1,200 | +100.0% | 0.00% | – |
| EFAV | ISHARES TRmsci eafe min vl | $24,000 | -11.1% | 428 | 0.0% | 0.00% | -25.0% | |
| OKTA | OKTA INCcl a | $21,000 | -36.4% | 360 | 0.0% | 0.00% | -25.0% | |
| LOB | LIVE OAK BANCSHARES INC | $25,000 | -7.4% | 800 | 0.0% | 0.00% | -25.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $22,000 | -8.3% | 1,683 | 0.0% | 0.00% | 0.0% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $20,000 | -4.8% | 900 | 0.0% | 0.00% | 0.0% | |
| PUBM | PUBMATIC INC | $25,000 | +4.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $21,000 | -8.7% | 290 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $19,000 | -5.0% | 283 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $21,000 | -8.7% | 269 | 0.0% | 0.00% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $20,000 | -44.4% | 650 | -43.6% | 0.00% | -40.0% |
| DVY | ISHARES TRselect divid etf | $21,000 | -8.7% | 197 | 0.0% | 0.00% | 0.0% | |
| ATOM | ATOMERA INC | $25,000 | +8.7% | 2,469 | 0.0% | 0.00% | 0.0% | |
| DOCEBO INC | $22,000 | -4.3% | 800 | 0.0% | 0.00% | 0.0% | ||
| BK | BANK NEW YORK MELLON CORP | $20,000 | -9.1% | 516 | 0.0% | 0.00% | 0.0% | |
| UPST | UPSTART HLDGS INC | $25,000 | -34.2% | 1,200 | 0.0% | 0.00% | -40.0% | |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $17,000 | -10.5% | 120 | -7.7% | 0.00% | 0.0% |
| AMALGAMATED FINANCIAL CORP | $11,000 | +10.0% | 500 | 0.0% | 0.00% | +100.0% | ||
| AEP | AMERICAN ELEC PWR CO INC | $11,000 | -8.3% | 129 | 0.0% | 0.00% | 0.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $15,000 | +275.0% | 111 | +296.4% | 0.00% | +100.0% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $15,000 | -11.8% | 465 | 0.0% | 0.00% | 0.0% | |
| CSCO | Sell | CISCO SYS INC | $15,000 | -63.4% | 375 | -61.1% | 0.00% | -60.0% |
| CL | COLGATE PALMOLIVE CO | $14,000 | -12.5% | 201 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $18,000 | -21.7% | 635 | 0.0% | 0.00% | -33.3% | |
| DOV | DOVER CORP | $11,000 | 0.0% | 90 | 0.0% | 0.00% | +100.0% | |
| EPAM | Buy | EPAM SYS INC | $15,000 | +66.7% | 42 | +40.0% | 0.00% | +100.0% |
| FSLR | FIRST SOLAR INC | $15,000 | +87.5% | 112 | 0.0% | 0.00% | +100.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $18,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $18,000 | -5.3% | 817 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $15,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $11,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| GMRE | GLOBAL MED REIT INC | $17,000 | -22.7% | 2,000 | 0.0% | 0.00% | -33.3% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $12,000 | +9.1% | 100 | 0.0% | 0.00% | +100.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $14,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $15,000 | -25.0% | 309 | -15.6% | 0.00% | -33.3% |
| ITA | ISHARES TRus aer def etf | $11,000 | -8.3% | 120 | 0.0% | 0.00% | 0.0% | |
| GOVT | ISHARES TRus treas bd etf | $15,000 | 0.0% | 648 | 0.0% | 0.00% | 0.0% | |
| KEX | Sell | KIRBY CORP | $12,000 | -42.9% | 200 | -42.9% | 0.00% | -33.3% |
| LSXMA | LIBERTY MEDIA CORP DEL | $15,000 | +7.1% | 400 | 0.0% | 0.00% | 0.0% | |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $15,000 | – | 200 | +100.0% | 0.00% | – |
| MSEX | MIDDLESEX WTR CO | $15,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $13,000 | 0.0% | 1,061 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $13,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $16,000 | -11.1% | 250 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $11,000 | 0.0% | 138 | 0.0% | 0.00% | +100.0% | |
| RMD | Sell | RESMED INC | $16,000 | -20.0% | 71 | -26.8% | 0.00% | -33.3% |
| RVNC | REVANCE THERAPEUTICS INC | $14,000 | +100.0% | 500 | 0.0% | 0.00% | +100.0% | |
| RIVIAN AUTOMOTIVE INC | $12,000 | +33.3% | 355 | 0.0% | 0.00% | +100.0% | ||
| SPLG | SPDR SER TRportfolio s&p500 | $11,000 | -8.3% | 265 | 0.0% | 0.00% | 0.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $12,000 | +20.0% | 2,500 | 0.0% | 0.00% | +100.0% | |
| SNY | SANOFIsponsored adr | $11,000 | -26.7% | 300 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $12,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $14,000 | -12.5% | 70 | 0.0% | 0.00% | 0.0% | |
| FOUR | SHIFT4 PMTS INCcl a | $11,000 | +37.5% | 245 | 0.0% | 0.00% | +100.0% | |
| SIX | New | SIX FLAGS ENTMT CORP NEW | $18,000 | – | 1,000 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $17,000 | +6.2% | 124 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $13,000 | -7.1% | 2,706 | 0.0% | 0.00% | 0.0% | |
| SPPP | SPROTT PHYSICAL PLAT PALLADunit | $14,000 | +7.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SFM | New | SPROUTS FMRS MKT INC | $11,000 | – | 400 | +100.0% | 0.00% | – |
| SQ | BLOCK INCcl a | $16,000 | -11.1% | 295 | 0.0% | 0.00% | 0.0% | |
| SPWR | SUNPOWER CORP | $12,000 | +50.0% | 514 | 0.0% | 0.00% | +100.0% | |
| SWCH | SWITCH INCcl a | $13,000 | 0.0% | 399 | 0.0% | 0.00% | 0.0% | |
| PATH | UIPATH INCcl a | $13,000 | -27.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $16,000 | +14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| VRSN | New | VERISIGN INC | $12,000 | – | 70 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC | $15,000 | -16.7% | 1,751 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $11,000 | -15.4% | 125 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $18,000 | -14.3% | 560 | 0.0% | 0.00% | -33.3% | |
| XYL | XYLEM INC | $12,000 | +20.0% | 132 | 0.0% | 0.00% | +100.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $14,000 | -12.5% | 498 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $17,000 | -5.6% | 65 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $14,000 | -12.5% | 74 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $15,000 | -25.0% | 920 | 0.0% | 0.00% | -33.3% | |
| RNR | RENAISSANCERE HLDGS LTD | $12,000 | -7.7% | 85 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $13,000 | -18.8% | 76 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $13,000 | -18.8% | 231 | 0.0% | 0.00% | 0.0% | |
| RACE | FERRARI N V | $16,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| IR | Sell | INGERSOLL RAND INC | $5,000 | -16.7% | 119 | -20.7% | 0.00% | 0.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $4,000 | -73.3% | 10 | -71.4% | 0.00% | -50.0% |
| HUN | HUNTSMAN CORP | $10,000 | -16.7% | 425 | 0.0% | 0.00% | -50.0% | |
| EDIT | EDITAS MEDICINE INC | $4,000 | 0.0% | 321 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $5,000 | -28.6% | 1,150 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $8,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $7,000 | -12.5% | 148 | 0.0% | 0.00% | 0.0% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $4,000 | -50.0% | 23 | -46.5% | 0.00% | 0.0% |
| D | DOMINION ENERGY INC | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $7,000 | -22.2% | 73 | 0.0% | 0.00% | 0.0% | |
| THCX | SPINNAKER ETF SERIEScannabis etf | $5,000 | -16.7% | 1,750 | 0.0% | 0.00% | 0.0% | |
| HMN | HORACE MANN EDUCATORS CORP N | $8,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| SGEN | SEAGEN INC | $4,000 | -20.0% | 26 | 0.0% | 0.00% | 0.0% | |
| HOLX | HOLOGIC INC | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $8,000 | -11.1% | 158 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $8,000 | -11.1% | 125 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9,000 | +12.5% | 144 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $6,000 | -14.3% | 190 | 0.0% | 0.00% | 0.0% | |
| DBEU | DBX ETF TRxtrack msci eurp | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TPIC | TPI COMPOSITES INC | $6,000 | 0.0% | 507 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $7,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| PGNY | PROGYNY INC | $5,000 | +25.0% | 121 | 0.0% | 0.00% | 0.0% | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $5,000 | -16.7% | 189 | 0.0% | 0.00% | 0.0% | |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $5,000 | -50.0% | 20 | -42.9% | 0.00% | 0.0% |
| CONSTELLATION ENERGY CORP | $4,000 | +33.3% | 50 | 0.0% | 0.00% | – | ||
| KRE | SPDR SER TRs&p regl bkg | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $10,000 | +42.9% | 147 | 0.0% | 0.00% | 0.0% | |
| OTLY | OATLY GROUP ABsponsored ads | $8,000 | -20.0% | 2,900 | 0.0% | 0.00% | 0.0% | |
| WCN | New | WASTE CONNECTIONS INC | $10,000 | – | 72 | +100.0% | 0.00% | – |
| C | CITIGROUP INC | $6,000 | -14.3% | 148 | 0.0% | 0.00% | 0.0% | |
| WSO | New | WATSCO INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| OM | OUTSET MED INC | $8,000 | +14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $10,000 | -23.1% | 85 | -22.0% | 0.00% | -50.0% |
| SNAP | SNAP INCcl a | $6,000 | -25.0% | 621 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $6,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
| New | GSK PLCsponsored adr | $5,000 | – | 156 | +100.0% | 0.00% | – | |
| JWA | WILEY JOHN & SONS INCcl a | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UNIT | UNITI GROUP INC | $5,000 | -16.7% | 650 | 0.0% | 0.00% | 0.0% | |
| MFMS | RBB FD INCmotley fool sml | $4,000 | +33.3% | 150 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $9,000 | +80.0% | 371 | 0.0% | 0.00% | 0.0% | |
| TOKE | CAMBRIA ETF TRcannabis etf | $9,000 | -18.2% | 1,400 | 0.0% | 0.00% | 0.0% | |
| CWT | CALIFORNIA WTR SVC GROUP | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $8,000 | -11.1% | 40 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $7,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| BFLY | BUTTERFLY NETWORK INC | $5,000 | +66.7% | 1,000 | 0.0% | 0.00% | – | |
| BTX | BROOKLYN IMMUNOTHERAPEUTICS | $10,000 | -52.4% | 40,604 | 0.0% | 0.00% | -66.7% | |
| FXI | ISHARES TRchina lg-cap etf | $4,000 | -20.0% | 160 | 0.0% | 0.00% | 0.0% | |
| BXP | BOSTON PROPERTIES INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BLDE | BLADE AIR MOBILITY INC | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $4,000 | 0.0% | 396 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC | $5,000 | +25.0% | 174 | 0.0% | 0.00% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $5,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| ALE | ALLETE INC | $10,000 | -16.7% | 200 | 0.0% | 0.00% | -50.0% | |
| PLUG | PLUG POWER INC | $4,000 | +33.3% | 200 | 0.0% | 0.00% | – | |
| AMRC | AMERESCO INCcl a | $5,000 | +25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FMC | FMC CORP | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| AVTR | AVANTOR INC | $6,000 | -33.3% | 280 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| EQR | New | EQUITY RESIDENTIALsh ben int | $8,000 | – | 120 | +100.0% | 0.00% | – |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $7,000 | -12.5% | 110 | 0.0% | 0.00% | 0.0% | |
| ARI | APOLLO COML REAL EST FIN INC | $8,000 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TPGY | TPG PACE BEN FIN CORP | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $9,000 | +28.6% | 80 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $10,000 | +11.1% | 153 | 0.0% | 0.00% | 0.0% | |
| AMAT | Sell | APPLIED MATLS INC | $5,000 | -94.5% | 58 | -94.2% | 0.00% | -91.7% |
| BP | BP PLCsponsored adr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| MANU | MANCHESTER UTD PLC NEWord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $2,000 | +100.0% | 400 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| ADSK | Sell | AUTODESK INC | $3,000 | -91.9% | 17 | -92.2% | 0.00% | -100.0% |
| WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
| OSUR | ORASURE TECHNOLOGIES INC | $2,000 | +100.0% | 541 | 0.0% | 0.00% | – | |
| SPLK | SPLUNK INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| MLHR | MILLERKNOLL INC | $2,000 | -33.3% | 109 | 0.0% | 0.00% | – | |
| SCS | STEELCASE INCcl a | $3,000 | -40.0% | 475 | 0.0% | 0.00% | -100.0% | |
| MACK | MERRIMACK PHARMACEUTICALS IN | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| MTLS | MATERIALISE NVsponsored ads | $1,000 | -50.0% | 134 | 0.0% | 0.00% | – | |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -57 | -100.0% | 0.00% | – |
| MTCH | MATCH GROUP INC NEW | $2,000 | -50.0% | 51 | 0.0% | 0.00% | -100.0% | |
| META | LISTED FD TRroundhill ball | $3,000 | 0.0% | 399 | 0.0% | 0.00% | – | |
| LEVI | LEVI STRAUSS & CO NEW | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| LH | New | LABORATORY CORP AMER HLDGS | $1,000 | – | 5 | +100.0% | 0.00% | – |
| KYNDRYL HLDGS INC | $1,000 | 0.0% | 119 | 0.0% | 0.00% | – | ||
| KN | KNOWLES CORP | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $3,000 | -25.0% | 136 | 0.0% | 0.00% | -100.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | – | 35 | 0.0% | 0.00% | – | |
| EFV | ISHARES TReafe value etf | $2,000 | 0.0% | 51 | 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 | 0.0% | 33 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $3,000 | -25.0% | 41 | 0.0% | 0.00% | -100.0% | |
| NVTA | INVITAE CORP | $1,000 | 0.0% | 413 | 0.0% | 0.00% | – | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 131 | 0.0% | 0.00% | – | |
| IMUX | IMMUNIC INC | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| TOAST INCcl a | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | ||
| HST | HOST HOTELS & RESORTS INC | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| TFC | TRUIST FINL CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO | $3,000 | 0.0% | 750 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| New | HALEON PLCspon ads | $1,000 | – | 195 | +100.0% | 0.00% | – | |
| HAIN | HAIN CELESTIAL GROUP INC | $2,000 | -33.3% | 126 | 0.0% | 0.00% | – | |
| HPQ | HP INC | $3,000 | -25.0% | 125 | 0.0% | 0.00% | -100.0% | |
| GPMT | GRANITE PT MTG TR INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SDIV | Sell | GLOBAL X FDSglb x superdiv | $2,000 | -60.0% | 275 | -50.0% | 0.00% | -100.0% |
| GM | Sell | GENERAL MTRS CO | $0 | -100.0% | 10 | -99.8% | 0.00% | -100.0% |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| FCEL | FUELCELL ENERGY INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| FNV | FRANCO NEV CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| FAF | FIRST AMERN FINL CORP | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| FTCH | FARFETCH LTDord sh cl a | $2,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
| VOTE | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ENB | ENBRIDGE INC | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP | $2,000 | 0.0% | 54 | -19.4% | 0.00% | – | |
| EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| DUK | DUKE ENERGY CORP NEW | $3,000 | -25.0% | 33 | 0.0% | 0.00% | -100.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DNMR | DANIMER SCIENTIFIC INC | $1,000 | -50.0% | 400 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| VIACA | PARAMOUNT GLOBAL | $0 | – | 4 | 0.0% | 0.00% | – | |
| VICTORIAS SECRET AND CO | $0 | – | 3 | 0.0% | 0.00% | – | ||
| VIRX | VIRACTA THERAPEUTICS INC | $0 | – | 47 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| VRM | VROOM INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| WISH | CONTEXTLOGIC INC | $2,000 | -50.0% | 2,400 | 0.0% | 0.00% | -100.0% | |
| Sell | WARNER BROS DISCOVERY INC | $3,000 | -62.5% | 259 | -58.3% | 0.00% | -100.0% | |
| CC | CHEMOURS CO | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| CHGG | CHEGG INC | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| WFCF | WHERE FOOD COMES FROM INC | $3,000 | 0.0% | 296 | 0.0% | 0.00% | – | |
| WOW | WIDEOPENWEST INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| CHX | CHAMPIONX CORPORATION | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $1,000 | 0.0% | 440 | 0.0% | 0.00% | – | |
| CABO | New | CABLE ONE INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -20 | -100.0% | 0.00% | – |
| BYND | BEYOND MEAT INC | $1,000 | -50.0% | 80 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BATH & BODY WORKS INC | $0 | – | 10 | 0.0% | 0.00% | – | ||
| WFRD | WEATHERFORD INTL PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| AKBA | AKEBIA THERAPEUTICS INC | $0 | – | 561 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| AZRE | AZURE PWR GLOBAL LTD | $1,000 | -50.0% | 197 | 0.0% | 0.00% | – | |
| ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| HEWJ | Exit | ISHARES TRhdg msci japan | $0 | – | -60 | -100.0% | 0.00% | – |
| PSTI | Exit | PLURISTEM THERAPEUTICS INC | $0 | – | -1,542 | -100.0% | 0.00% | – |
| JNK | SPDR SER TRbloomberg high y | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| RMO | ROMEO POWER INC | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $3,000 | -25.0% | 49 | 0.0% | 0.00% | -100.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $3,000 | -88.5% | 12 | -90.6% | 0.00% | -100.0% |
| RPD | RAPID7 INC | $3,000 | -25.0% | 67 | 0.0% | 0.00% | -100.0% | |
| ROM | PROSHARES TR | $1,000 | -50.0% | 60 | 0.0% | 0.00% | – | |
| New | PLURI INC | $1,000 | – | 1,542 | +100.0% | 0.00% | – | |
| SHAK | New | SHAKE SHACK INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -1 | -100.0% | 0.00% | – |
| PTON | PELOTON INTERACTIVE INC | $2,000 | 0.0% | 231 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | ||
| REM | Exit | ISHARES TRmortge rel etf | $0 | – | -372 | -100.0% | -0.00% | – |
| BBCA | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $0 | – | -158 | -100.0% | -0.00% | – |
| BBEU | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $0 | – | -149 | -100.0% | -0.00% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -195 | -100.0% | -0.00% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -350 | -100.0% | -0.00% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -60 | -100.0% | -0.00% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -193 | -100.0% | -0.00% | – |
| EOG | Exit | EOG RES INC | $0 | – | -50 | -100.0% | -0.00% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -18 | -100.0% | -0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -117 | -100.0% | -0.00% | – |
| Exit | LUCID GROUP INC | $0 | – | -500 | -100.0% | -0.00% | – | |
| BBAX | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $0 | – | -147 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -51 | -100.0% | -0.00% | – |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -204 | -100.0% | -0.00% | – |
| BBJP | Exit | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $0 | – | -160 | -100.0% | -0.00% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -240 | -100.0% | -0.00% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -184 | -100.0% | -0.00% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -300 | -100.0% | -0.00% | – |
| CMC | Exit | COMMERCIAL METALS CO | $0 | – | -1,000 | -100.0% | -0.00% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -1,693 | -100.0% | -0.01% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -956 | -100.0% | -0.01% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -6,000 | -100.0% | -0.01% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -455 | -100.0% | -0.01% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -940 | -100.0% | -0.01% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -936 | -100.0% | -0.01% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -706 | -100.0% | -0.01% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -1,069 | -100.0% | -0.01% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -970 | -100.0% | -0.01% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -800 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -1,000 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -4,938 | -100.0% | -0.02% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -1,200 | -100.0% | -0.02% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -3,600 | -100.0% | -0.03% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -1,900 | -100.0% | -0.03% | – |
| BLD | Exit | TOPBUILD CORP | $0 | – | -1,600 | -100.0% | -0.04% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,700 | -100.0% | -0.04% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -20,804 | -100.0% | -0.08% | – |
| EXP | Exit | EAGLE MATLS INC | $0 | – | -45,935 | -100.0% | -0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
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.