$1.28 Billion is the total value of BALDWIN WEALTH PARTNERS LLC/MA's 854 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 24.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $85,848,439 | +20.5% | 407,599 | -1.9% | 6.69% | +24.6% |
| MSFT | Sell | MICROSOFT CORP | $80,170,805 | +1.5% | 179,373 | -4.5% | 6.25% | +4.9% |
| AMZN | Sell | AMAZON COM INC | $66,902,184 | -1.1% | 346,195 | -7.7% | 5.21% | +2.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $65,268,227 | +16.6% | 358,321 | -3.3% | 5.08% | +20.6% |
| NVDA | Buy | NVIDIA CORPORATION | $53,052,255 | +22.2% | 429,434 | +794.0% | 4.13% | +26.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $35,185,336 | +9.0% | 41,395 | -6.1% | 2.74% | +12.7% |
| V | Sell | VISA INC | $31,703,492 | -9.0% | 120,789 | -3.2% | 2.47% | -5.8% |
| TIP | Sell | ISHARES TRtips bd etf | $30,571,328 | -14.4% | 286,302 | -13.9% | 2.38% | -11.4% |
| BX | Sell | BLACKSTONE INC | $30,141,819 | -13.5% | 243,472 | -8.2% | 2.35% | -10.6% |
| KLAC | Sell | KLA CORP | $29,214,863 | +10.8% | 35,433 | -6.1% | 2.28% | +14.6% |
| WM | Sell | WASTE MGMT INC DEL | $27,169,264 | -4.3% | 127,352 | -4.4% | 2.12% | -1.0% |
| PEP | Sell | PEPSICO INC | $26,315,450 | -9.0% | 159,555 | -3.4% | 2.05% | -5.8% |
| NEE | Sell | NEXTERA ENERGY INC | $23,780,275 | +7.0% | 335,832 | -3.4% | 1.85% | +10.7% |
| ADBE | Sell | ADOBE INC | $23,393,790 | +6.9% | 42,110 | -2.9% | 1.82% | +10.6% |
| MRK | Sell | MERCK & CO INC | $22,646,890 | -10.0% | 182,931 | -4.0% | 1.76% | -6.9% |
| URI | Sell | UNITED RENTALS INC | $21,646,718 | -16.5% | 33,471 | -6.9% | 1.69% | -13.7% |
| ADI | Sell | ANALOG DEVICES INC | $20,075,167 | +14.6% | 87,949 | -0.7% | 1.56% | +18.6% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $19,192,198 | -2.0% | 74,013 | -5.5% | 1.50% | +1.3% |
| DHR | Sell | DANAHER CORPORATION | $18,878,916 | -6.5% | 75,561 | -6.5% | 1.47% | -3.3% |
| XOM | Sell | EXXON MOBIL CORP | $18,233,264 | -1.7% | 158,385 | -0.8% | 1.42% | +1.6% |
| JPM | Sell | JPMORGAN CHASE & CO. | $17,345,308 | -7.5% | 85,757 | -8.4% | 1.35% | -4.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $17,249,736 | -17.6% | 56,853 | -5.9% | 1.34% | -14.8% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $16,218,572 | -5.5% | 308,984 | -0.5% | 1.26% | -2.2% |
| GRMN | Sell | GARMIN LTD | $15,875,109 | +3.3% | 97,441 | -5.6% | 1.24% | +6.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $15,511,713 | -9.8% | 89,689 | -0.4% | 1.21% | -6.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $14,032,999 | +3.4% | 319,440 | -1.1% | 1.09% | +6.9% |
| GLD | Sell | SPDR GOLD TR | $13,742,364 | +2.1% | 63,915 | -2.3% | 1.07% | +5.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,663,356 | -9.5% | 93,482 | -2.0% | 1.06% | -6.4% |
| UNP | Sell | UNION PAC CORP | $13,663,163 | -11.7% | 60,387 | -4.0% | 1.06% | -8.7% |
| HON | Sell | HONEYWELL INTL INC | $13,581,998 | -0.5% | 63,604 | -4.3% | 1.06% | +2.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $13,395,379 | +13.5% | 73,031 | -5.8% | 1.04% | +17.4% |
| FISV | Sell | FISERV INC | $12,855,743 | -7.5% | 86,257 | -0.8% | 1.00% | -4.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $12,549,308 | -11.8% | 261,553 | -12.8% | 0.98% | -8.8% |
| ZTS | Sell | ZOETIS INCcl a | $12,158,084 | -1.9% | 70,132 | -4.2% | 0.95% | +1.5% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $11,701,107 | -8.7% | 48,398 | -4.8% | 0.91% | -5.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $10,728,072 | -18.9% | 35,948 | -5.6% | 0.84% | -16.1% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $10,286,203 | -0.9% | 99,211 | -0.3% | 0.80% | +2.4% |
| CVX | Sell | CHEVRON CORP NEW | $9,979,701 | -8.2% | 63,801 | -7.4% | 0.78% | -5.1% |
| REG | Sell | REGENCY CTRS CORP | $9,594,163 | -3.2% | 154,247 | -5.8% | 0.75% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $9,245,053 | -2.7% | 56,058 | -4.2% | 0.72% | +0.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $8,950,375 | -1.0% | 121,460 | -2.8% | 0.70% | +2.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $8,632,795 | -12.6% | 36,431 | -1.0% | 0.67% | -9.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $8,609,570 | +2.9% | 15,733 | -1.1% | 0.67% | +6.5% |
| Sell | COOPER COS INC | $8,291,929 | -18.8% | 94,982 | -5.6% | 0.65% | -16.0% | |
| WAT | Sell | WATERS CORP | $8,266,969 | -19.7% | 28,495 | -4.7% | 0.64% | -17.0% |
| PLD | Buy | PROLOGIS INC. | $8,100,759 | -12.8% | 72,129 | +1.1% | 0.63% | -9.9% |
| SPGI | Sell | S&P GLOBAL INC | $7,872,384 | -2.1% | 17,651 | -6.7% | 0.61% | +1.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $7,843,901 | -0.9% | 270,666 | -0.2% | 0.61% | +2.5% |
| DOV | Sell | DOVER CORP | $7,063,715 | -0.0% | 39,145 | -1.8% | 0.55% | +3.4% |
| NVO | Sell | NOVO-NORDISK A Sadr | $6,963,999 | +10.9% | 48,788 | -0.2% | 0.54% | +14.8% |
| BAC | Sell | BANK AMERICA CORP | $6,615,700 | +4.3% | 166,349 | -0.6% | 0.52% | +7.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,585,685 | -4.2% | 16,189 | -1.0% | 0.51% | -1.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $6,562,702 | +2.1% | 112,703 | +2.6% | 0.51% | +5.6% |
| ON | Buy | ON SEMICONDUCTOR CORP | $6,365,645 | -5.2% | 92,861 | +1.7% | 0.50% | -2.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $5,063,021 | +6.7% | 47,558 | -3.1% | 0.39% | +10.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $4,951,813 | -1.5% | 8,785 | -2.0% | 0.39% | +1.8% |
| PAYX | Sell | PAYCHEX INC | $4,778,286 | -6.2% | 40,303 | -2.9% | 0.37% | -3.1% |
| MSCI | Sell | MSCI INC | $4,724,522 | -16.0% | 9,807 | -2.3% | 0.37% | -13.2% |
| ET | ENERGY TRANSFER L P | $4,657,232 | +3.1% | 287,129 | 0.0% | 0.36% | +6.8% | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $4,598,471 | -24.2% | 22,260 | -0.5% | 0.36% | -21.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $4,419,043 | -1.2% | 61,333 | -0.4% | 0.34% | +2.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $4,211,918 | +12.2% | 8,986 | +0.0% | 0.33% | +15.9% |
| CF | Sell | CF INDS HLDGS INC | $4,120,627 | -14.9% | 55,594 | -4.4% | 0.32% | -12.1% |
| AXSM | AXSOME THERAPEUTICS INC | $4,000,448 | +0.9% | 49,695 | 0.0% | 0.31% | +4.3% | |
| PM | Sell | PHILIP MORRIS INTL INC | $3,233,836 | +9.2% | 31,914 | -1.3% | 0.25% | +13.0% |
| SYK | Sell | STRYKER CORPORATION | $3,184,400 | -8.3% | 9,359 | -3.5% | 0.25% | -5.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,184,196 | -8.9% | 5,758 | -4.3% | 0.25% | -5.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,168,848 | -11.7% | 13,276 | -7.7% | 0.25% | -8.5% |
| KO | Sell | COCA COLA CO | $3,046,480 | +3.5% | 47,863 | -0.6% | 0.24% | +6.8% |
| TD | TORONTO DOMINION BK ONT | $3,013,622 | -9.0% | 54,833 | 0.0% | 0.24% | -5.6% | |
| MKC | Sell | MCCORMICK & CO INC | $2,998,260 | -10.0% | 42,265 | -2.5% | 0.23% | -6.8% |
| EOG | Sell | EOG RES INC | $2,888,339 | -11.7% | 22,947 | -10.3% | 0.22% | -8.5% |
| PSF | Buy | COHEN & STEERS SELECT PFD & | $2,883,025 | +10.0% | 145,755 | +11.2% | 0.22% | +14.2% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,864,668 | -80.6% | 15,695 | -79.6% | 0.22% | -79.9% |
| MO | Sell | ALTRIA GROUP INC | $2,746,238 | -8.0% | 60,291 | -11.9% | 0.21% | -4.9% |
| FB | Sell | META PLATFORMS INCcl a | $2,722,788 | +1.1% | 5,400 | -2.6% | 0.21% | +4.4% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $2,489,279 | -5.8% | 26,949 | -2.6% | 0.19% | -2.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,336,336 | -13.6% | 4,293 | -16.9% | 0.18% | -10.8% |
| LDP | Sell | COHEN & STEERS LTD DURATION | $1,781,468 | -2.9% | 89,521 | -2.0% | 0.14% | +0.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,769,685 | -5.6% | 24,349 | +0.0% | 0.14% | -2.1% |
| GBCI | Buy | GLACIER BANCORP INC NEW | $1,671,861 | -7.3% | 44,798 | +0.1% | 0.13% | -4.4% |
| OKE | Sell | ONEOK INC NEW | $1,619,257 | +0.1% | 19,856 | -1.6% | 0.13% | +3.3% |
| TRGP | Sell | TARGA RES CORP | $1,605,887 | +13.9% | 12,470 | -1.0% | 0.12% | +17.9% |
| APOLLO GLOBAL MGMT INC | $1,552,148 | +5.0% | 13,146 | 0.0% | 0.12% | +9.0% | ||
| FAST | Sell | FASTENAL CO | $1,544,214 | -20.1% | 24,574 | -1.9% | 0.12% | -17.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,510,765 | -11.3% | 16,574 | -8.1% | 0.12% | -7.8% |
| TSLA | Sell | TESLA INC | $1,426,517 | -25.4% | 7,209 | -33.7% | 0.11% | -22.9% |
| EMR | EMERSON ELEC CO | $1,407,845 | -2.9% | 12,780 | 0.0% | 0.11% | +0.9% | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $1,375,792 | -35.4% | 48,460 | -18.3% | 0.11% | -33.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,347,316 | +11.6% | 8,306 | +24.2% | 0.10% | +15.4% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,314,150 | -4.2% | 13,131 | -3.4% | 0.10% | -1.0% |
| TFX | Sell | TELEFLEX INCORPORATED | $1,246,205 | -9.7% | 5,925 | -2.9% | 0.10% | -6.7% |
| HCI | HCI GROUP INC | $1,227,428 | -20.6% | 13,317 | 0.0% | 0.10% | -17.2% | |
| AMGN | Sell | AMGEN INC | $1,162,939 | +6.4% | 3,722 | -3.1% | 0.09% | +11.0% |
| RMD | Sell | RESMED INC | $1,157,190 | -30.0% | 6,045 | -27.6% | 0.09% | -27.4% |
| LLY | Buy | ELI LILLY & CO | $1,145,306 | +17.7% | 1,265 | +1.1% | 0.09% | +21.9% |
| HIFS | Sell | HINGHAM INSTN SVGS MASS | $1,114,244 | -3.6% | 6,229 | -6.0% | 0.09% | 0.0% |
| BLK | Sell | BLACKROCK INC | $1,095,949 | -13.3% | 1,392 | -8.2% | 0.08% | -10.5% |
| ABBV | Sell | ABBVIE INC | $1,079,547 | -6.3% | 6,294 | -0.5% | 0.08% | -3.4% |
| Buy | NUVECTIS PHARMA INC | $1,067,428 | -15.5% | 168,630 | +9.4% | 0.08% | -12.6% | |
| AVGO | Sell | BROADCOM INC | $1,048,411 | +18.4% | 653 | -2.2% | 0.08% | +22.4% |
| BK | BANK NEW YORK MELLON CORP | $1,039,391 | +3.9% | 17,355 | 0.0% | 0.08% | +8.0% | |
| CNI | Sell | CANADIAN NATL RY CO | $1,031,039 | -14.2% | 8,728 | -4.4% | 0.08% | -12.1% |
| PFE | Sell | PFIZER INC | $1,012,708 | -34.0% | 36,194 | -34.5% | 0.08% | -31.9% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,004,025 | -0.0% | 5,500 | 0.0% | 0.08% | +2.6% | |
| TRP | Sell | TC ENERGY CORP | $918,399 | -17.8% | 24,232 | -12.8% | 0.07% | -14.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $805,140 | -39.2% | 1,581 | -40.9% | 0.06% | -37.0% |
| GLP | GLOBAL PARTNERS LP | $775,710 | +2.8% | 17,000 | 0.0% | 0.06% | +5.3% | |
| TJX | Buy | TJX COS INC NEW | $764,755 | +8.9% | 6,946 | +0.3% | 0.06% | +13.2% |
| HD | Sell | HOME DEPOT INC | $771,786 | -51.6% | 2,242 | -46.0% | 0.06% | -50.0% |
| COP | Sell | CONOCOPHILLIPS | $749,075 | -10.7% | 6,549 | -0.6% | 0.06% | -7.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $732,898 | -0.0% | 14,830 | +1.5% | 0.06% | +3.6% |
| XSLV | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $723,882 | -2.1% | 16,581 | -0.9% | 0.06% | 0.0% |
| KMB | KIMBERLY-CLARK CORP | $717,258 | +6.8% | 5,190 | 0.0% | 0.06% | +9.8% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $718,189 | +7.5% | 16,412 | +2.6% | 0.06% | +12.0% |
| PGR | Buy | PROGRESSIVE CORP | $705,591 | +1.0% | 3,397 | +0.6% | 0.06% | +3.8% |
| ABT | Sell | ABBOTT LABS | $674,792 | -13.3% | 6,494 | -5.1% | 0.05% | -10.2% |
| DIS | Sell | DISNEY WALT CO | $653,924 | -20.3% | 6,586 | -1.8% | 0.05% | -17.7% |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $649,451 | -1.2% | 7,012 | 0.0% | 0.05% | +2.0% | |
| SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $642,294 | +1.5% | 11,360 | +8.2% | 0.05% | +4.2% |
| MMM | Sell | 3M CO | $624,585 | -4.3% | 6,112 | -0.7% | 0.05% | 0.0% |
| CG | CARLYLE GROUP INC | $631,158 | -14.4% | 15,720 | 0.0% | 0.05% | -12.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $612,241 | -3.5% | 1 | 0.0% | 0.05% | 0.0% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $600,827 | +11.2% | 2,246 | +8.1% | 0.05% | +14.6% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $608,009 | +1.1% | 40,453 | +0.7% | 0.05% | +4.4% |
| SYBT | STOCK YDS BANCORP INC | $597,530 | +1.6% | 12,030 | 0.0% | 0.05% | +6.8% | |
| VIS | VANGUARD WORLD FDindustrial etf | $607,573 | -3.7% | 2,583 | 0.0% | 0.05% | -2.1% | |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $589,783 | +3.3% | 422 | -1.6% | 0.05% | +7.0% |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $592,170 | -2.7% | 17,525 | 0.0% | 0.05% | 0.0% | |
| QCOM | QUALCOMM INC | $573,041 | +17.6% | 2,877 | 0.0% | 0.04% | +21.6% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $574,533 | -12.1% | 7,086 | -8.8% | 0.04% | -8.2% |
| DE | DEERE & CO | $582,863 | -9.0% | 1,560 | 0.0% | 0.04% | -6.2% | |
| SBUX | Sell | STARBUCKS CORP | $569,784 | -95.0% | 7,319 | -94.2% | 0.04% | -94.9% |
| INTU | Sell | INTUIT | $545,484 | -31.8% | 830 | -32.5% | 0.04% | -30.0% |
| SO | SOUTHERN CO | $535,233 | +8.1% | 6,900 | 0.0% | 0.04% | +13.5% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $539,461 | -13.6% | 2,653 | -2.2% | 0.04% | -10.6% |
| AWK | AMERICAN WTR WKS CO INC NEW | $528,264 | +5.7% | 4,090 | 0.0% | 0.04% | +7.9% | |
| KNSL | KINSALE CAP GROUP INC | $520,128 | -26.6% | 1,350 | 0.0% | 0.04% | -22.6% | |
| FDX | Sell | FEDEX CORP | $522,021 | -4.7% | 1,741 | -7.9% | 0.04% | 0.0% |
| BCPC | Sell | BALCHEM CORP | $530,940 | -17.5% | 3,449 | -17.0% | 0.04% | -14.6% |
| NFLX | Sell | NETFLIX INC | $512,909 | +6.9% | 760 | -3.8% | 0.04% | +11.1% |
| TTD | THE TRADE DESK INC | $497,140 | +11.7% | 5,090 | 0.0% | 0.04% | +14.7% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $505,248 | -0.8% | 2,770 | 0.0% | 0.04% | +2.6% | |
| CVS | Sell | CVS HEALTH CORP | $505,081 | -39.4% | 8,552 | -18.1% | 0.04% | -38.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $491,978 | -15.9% | 8,478 | -2.9% | 0.04% | -13.6% |
| ORCL | Sell | ORACLE CORP | $481,774 | +3.8% | 3,412 | -7.7% | 0.04% | +8.6% |
| CATC | CAMBRIDGE BANCORP | $469,959 | +1.2% | 6,811 | 0.0% | 0.04% | +5.7% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $476,130 | +1.7% | 26,659 | 0.0% | 0.04% | +5.7% | |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $479,062 | -26.3% | 7,377 | -3.9% | 0.04% | -24.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $473,840 | -15.4% | 989 | -21.6% | 0.04% | -11.9% |
| MPLX | MPLX LP | $459,802 | +2.5% | 10,796 | 0.0% | 0.04% | +5.9% | |
| IWP | ISHARES TRrus md cp gr etf | $443,607 | -3.3% | 4,020 | 0.0% | 0.04% | 0.0% | |
| SDY | SPDR SER TRs&p divid etf | $429,868 | -3.1% | 3,380 | 0.0% | 0.03% | 0.0% | |
| LOW | LOWES COS INC | $428,795 | -13.5% | 1,945 | 0.0% | 0.03% | -10.8% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $412,474 | -4.9% | 2,122 | -3.3% | 0.03% | -3.0% |
| WFC | Sell | WELLS FARGO CO NEW | $387,579 | -0.2% | 6,526 | -2.6% | 0.03% | +3.4% |
| SBCF | Buy | SEACOAST BKG CORP FLA | $381,313 | -6.3% | 16,130 | +0.6% | 0.03% | -3.2% |
| HLIO | HELIOS TECHNOLOGIES INC | $378,467 | +6.8% | 7,926 | 0.0% | 0.03% | +7.4% | |
| DXCM | Sell | DEXCOM INC | $372,907 | -19.5% | 3,289 | -1.5% | 0.03% | -17.1% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $377,740 | -23.8% | 8,500 | -19.0% | 0.03% | -21.6% |
| HUBS | HUBSPOT INC | $359,772 | -5.9% | 610 | 0.0% | 0.03% | -3.4% | |
| USB | US BANCORP DEL | $355,672 | -11.2% | 8,959 | 0.0% | 0.03% | -6.7% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $359,330 | +6.7% | 5,715 | +3.6% | 0.03% | +12.0% |
| DD | DUPONT DE NEMOURS INC | $362,849 | +5.0% | 4,508 | 0.0% | 0.03% | +7.7% | |
| CAT | Buy | CATERPILLAR INC | $350,421 | -8.9% | 1,052 | +0.2% | 0.03% | -6.9% |
| MCO | MOODYS CORP | $343,058 | +7.1% | 815 | 0.0% | 0.03% | +12.5% | |
| APD | Sell | AIR PRODS & CHEMS INC | $303,983 | -9.4% | 1,178 | -14.9% | 0.02% | -4.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $305,231 | -14.8% | 1,677 | -12.5% | 0.02% | -11.1% |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $276,301 | -2.9% | 2,510 | 0.0% | 0.02% | +4.8% | |
| NOW | Buy | SERVICENOW INC | $276,908 | +3.8% | 352 | +0.6% | 0.02% | +10.0% |
| IBB | Sell | ISHARES TRishares biotech | $279,324 | -4.9% | 2,035 | -4.9% | 0.02% | 0.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $280,236 | -12.2% | 1,747 | -10.9% | 0.02% | -8.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $270,245 | -12.9% | 2,685 | -13.0% | 0.02% | -8.7% |
| NSC | NORFOLK SOUTHN CORP | $265,142 | -15.8% | 1,235 | 0.0% | 0.02% | -12.5% | |
| PSX | PHILLIPS 66 | $270,764 | -13.6% | 1,918 | 0.0% | 0.02% | -12.5% | |
| EPI | WISDOMTREE TRindia erngs fd | $260,133 | +10.8% | 5,388 | 0.0% | 0.02% | +11.1% | |
| EXPE | EXPEDIA GROUP INC | $251,980 | -8.5% | 2,000 | 0.0% | 0.02% | -4.8% | |
| WISDOMTREE TRfloatng rat trea | $252,305 | +0.0% | 5,015 | 0.0% | 0.02% | +5.3% | ||
| MA | MASTERCARD INCORPORATEDcl a | $262,931 | -8.4% | 596 | 0.0% | 0.02% | -9.1% | |
| CL | COLGATE PALMOLIVE CO | $248,131 | +7.8% | 2,557 | 0.0% | 0.02% | +11.8% | |
| TT | TRANE TECHNOLOGIES PLC | $240,119 | +9.6% | 730 | 0.0% | 0.02% | +11.8% | |
| DOW | DOW INC | $250,290 | -8.4% | 4,718 | 0.0% | 0.02% | -9.5% | |
| CCJ | Buy | CAMECO CORP | $246,000 | +26.2% | 5,000 | +11.1% | 0.02% | +26.7% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $241,873 | -25.1% | 4,287 | -25.1% | 0.02% | -20.8% |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $244,200 | -7.3% | 8,250 | -11.0% | 0.02% | -5.0% |
| SLV | Buy | ISHARES SILVER TRishares | $229,831 | +51.9% | 8,650 | +30.1% | 0.02% | +63.6% |
| TEL | TE CONNECTIVITY LTD | $224,893 | +3.6% | 1,495 | 0.0% | 0.02% | +12.5% | |
| ZS | ZSCALER INC | $230,628 | -0.2% | 1,200 | 0.0% | 0.02% | +5.9% | |
| RTX | Sell | RTX CORPORATION | $225,777 | -16.8% | 2,249 | -19.2% | 0.02% | -10.0% |
| HIMS | Sell | HIMS & HERS HEALTH INC | $212,681 | -37.9% | 10,534 | -52.4% | 0.02% | -34.6% |
| HEALTHCARE RLTY TR | $215,888 | +16.5% | 13,100 | 0.0% | 0.02% | +21.4% | ||
| ESGV | VANGUARD WORLD FDesg us stk etf | $216,236 | +3.7% | 2,238 | 0.0% | 0.02% | +6.2% | |
| XBI | Sell | SPDR SER TRs&p biotech | $216,014 | -11.2% | 2,330 | -9.2% | 0.02% | -5.6% |
| GD | GENERAL DYNAMICS CORP | $221,377 | +2.7% | 763 | 0.0% | 0.02% | +6.2% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $206,005 | -40.5% | 3,148 | -36.4% | 0.02% | -38.5% |
| A | Sell | AGILENT TECHNOLOGIES INC | $203,778 | -13.0% | 1,572 | -2.3% | 0.02% | -11.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $204,254 | -58.8% | 1,915 | -57.4% | 0.02% | -56.8% |
| New | SILA REALTY TRUST INC | $190,530 | – | 9,000 | +100.0% | 0.02% | – | |
| CTVA | CORTEVA INC | $186,794 | -6.5% | 3,463 | 0.0% | 0.02% | 0.0% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $193,128 | +20.5% | 504 | +0.8% | 0.02% | +25.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $192,543 | -29.0% | 949 | -26.4% | 0.02% | -25.0% |
| IWF | ISHARES TRrus 1000 grw etf | $193,190 | +8.1% | 530 | 0.0% | 0.02% | +15.4% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $198,650 | +11.8% | 5,000 | 0.0% | 0.02% | +15.4% | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $194,497 | -19.6% | 4,002 | -22.2% | 0.02% | -16.7% |
| TTC | TORO CO | $187,020 | +2.1% | 2,000 | 0.0% | 0.02% | +7.1% | |
| Sell | GE AEROSPACE | $198,077 | -14.6% | 1,246 | -5.7% | 0.02% | -11.8% | |
| BP | BP PLCsponsored adr | $190,428 | -4.2% | 5,275 | 0.0% | 0.02% | 0.0% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $190,185 | +20.0% | 561 | +0.5% | 0.02% | +25.0% |
| DXJ | WISDOMTREE TRjapn hedge eqt | $192,132 | +4.0% | 1,703 | 0.0% | 0.02% | +7.1% | |
| XME | SPDR SER TRs&p metals mng | $175,024 | -1.6% | 2,950 | 0.0% | 0.01% | +7.7% | |
| MMC | MARSH & MCLENNAN COS INC | $184,380 | +2.3% | 875 | 0.0% | 0.01% | 0.0% | |
| IRM | IRON MTN INC DEL | $179,957 | +11.7% | 2,008 | 0.0% | 0.01% | +16.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $176,362 | -6.5% | 167 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $178,444 | +3.9% | 1,045 | 0.0% | 0.01% | +7.7% | |
| CSCO | Buy | CISCO SYS INC | $173,792 | -3.3% | 3,658 | +1.6% | 0.01% | 0.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $181,705 | -44.0% | 3,105 | -41.9% | 0.01% | -41.7% |
| WTM | WHITE MTNS INS GROUP LTD | $181,745 | +1.3% | 100 | 0.0% | 0.01% | 0.0% | |
| SCI | SERVICE CORP INTL | $167,156 | -4.2% | 2,350 | 0.0% | 0.01% | 0.0% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $162,016 | +87.0% | 4,775 | +74.3% | 0.01% | +85.7% |
| CME | CME GROUP INC | $173,008 | -8.7% | 880 | 0.0% | 0.01% | -7.1% | |
| MSI | MOTOROLA SOLUTIONS INC | $163,299 | +8.8% | 423 | 0.0% | 0.01% | +18.2% | |
| BIIB | Sell | BIOGEN INC | $161,115 | -11.6% | 695 | -17.8% | 0.01% | -7.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $169,620 | -81.7% | 317 | -80.9% | 0.01% | -81.4% |
| AXON | AXON ENTERPRISE INC | $161,832 | -6.0% | 550 | 0.0% | 0.01% | 0.0% | |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $160,429 | +57.6% | 4,039 | +59.0% | 0.01% | +50.0% |
| EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $147,859 | -3.9% | 3,625 | -2.0% | 0.01% | 0.0% |
| SGOV | ISHARES TR0-3 mnth treasry | $135,959 | 0.0% | 1,350 | 0.0% | 0.01% | +10.0% | |
| MCD | Buy | MCDONALDS CORP | $143,730 | -7.0% | 564 | +2.9% | 0.01% | -8.3% |
| ANSS | ANSYS INC | $136,638 | -7.4% | 425 | 0.0% | 0.01% | 0.0% | |
| HESM | HESS MIDSTREAM LP | $145,760 | +0.9% | 4,000 | 0.0% | 0.01% | 0.0% | |
| WSO | Buy | WATSCO INC | $139,435 | +7.6% | 301 | +0.3% | 0.01% | +10.0% |
| SHELL PLCspon ads | $137,719 | +7.7% | 1,908 | 0.0% | 0.01% | +10.0% | ||
| WMT | Buy | WALMART INC | $140,431 | +42.5% | 2,074 | +26.6% | 0.01% | +57.1% |
| DVY | ISHARES TRselect divid etf | $133,078 | -1.8% | 1,100 | 0.0% | 0.01% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $125,040 | +0.1% | 6,000 | 0.0% | 0.01% | +11.1% | |
| CGNX | COGNEX CORP | $130,928 | +10.2% | 2,800 | 0.0% | 0.01% | +11.1% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $128,916 | +0.7% | 3,126 | +2.5% | 0.01% | 0.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $123,667 | -8.5% | 3,158 | +1.3% | 0.01% | 0.0% |
| CMI | Buy | CUMMINS INC | $124,065 | -4.1% | 448 | +2.1% | 0.01% | 0.0% |
| AINV | MIDCAP FINANCIAL INVSTMNT CO | $126,162 | +0.7% | 8,333 | 0.0% | 0.01% | +11.1% | |
| T | Buy | AT&T INC | $134,305 | +14.7% | 7,028 | +5.6% | 0.01% | +11.1% |
| VOO | VANGUARD INDEX FDS | $123,032 | +4.0% | 246 | 0.0% | 0.01% | +11.1% | |
| EWJ | ISHARES INCmsci jpn etf new | $113,210 | -4.4% | 1,659 | 0.0% | 0.01% | 0.0% | |
| INTC | Sell | INTEL CORP | $116,292 | -74.0% | 3,755 | -62.9% | 0.01% | -73.5% |
| SLVP | ISHARES INCmsci glb slv&mtl | $121,909 | +13.1% | 10,610 | 0.0% | 0.01% | +12.5% | |
| FLO | FLOWERS FOODS INC | $109,890 | -6.5% | 4,950 | 0.0% | 0.01% | 0.0% | |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $111,054 | +7.0% | 2,490 | +2.7% | 0.01% | +12.5% |
| ECL | Sell | ECOLAB INC | $109,480 | -4.2% | 460 | -7.1% | 0.01% | 0.0% |
| BDX | BECTON DICKINSON & CO | $113,349 | -5.6% | 485 | 0.0% | 0.01% | 0.0% | |
| BA | Buy | BOEING CO | $109,206 | -2.4% | 600 | +3.4% | 0.01% | +12.5% |
| TFC | Buy | TRUIST FINL CORP | $111,500 | +2.0% | 2,870 | +2.3% | 0.01% | +12.5% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $116,805 | -21.1% | 454 | -16.7% | 0.01% | -18.2% |
| CM | CANADIAN IMPERIAL BK COMM TO | $103,067 | -6.3% | 2,168 | 0.0% | 0.01% | 0.0% | |
| UNFI | Buy | UNITED NAT FOODS INC | $107,302 | +57.3% | 8,191 | +38.0% | 0.01% | +60.0% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $107,701 | +5.2% | 4,055 | 0.0% | 0.01% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $96,901 | +9.6% | 91 | 0.0% | 0.01% | +14.3% | |
| WELL | WELLTOWER INC | $104,250 | +11.6% | 1,000 | 0.0% | 0.01% | +14.3% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $104,826 | +4.7% | 1,391 | +3.0% | 0.01% | 0.0% |
| YNDX | YANDEX N V | $98,301 | +6.3% | 2,132 | 0.0% | 0.01% | +14.3% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $96,342 | +0.6% | 820 | 0.0% | 0.01% | +14.3% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $105,139 | +6.1% | 640 | +9.4% | 0.01% | +14.3% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $98,118 | -20.8% | 987 | +3.2% | 0.01% | -11.1% |
| SFM | SPROUTS FMRS MKT INC | $105,412 | +29.7% | 1,260 | 0.0% | 0.01% | +33.3% | |
| TM | TOYOTA MOTOR CORPads | $102,485 | -18.6% | 500 | 0.0% | 0.01% | -11.1% | |
| PNC | PNC FINL SVCS GROUP INC | $104,172 | -3.8% | 670 | 0.0% | 0.01% | 0.0% | |
| ABC | CENCORA INC | $97,780 | -7.3% | 434 | 0.0% | 0.01% | 0.0% | |
| HUM | Sell | HUMANA INC | $106,117 | -94.5% | 284 | -94.9% | 0.01% | -94.5% |
| NKE | Sell | NIKE INCcl b | $100,920 | -54.2% | 1,339 | -42.9% | 0.01% | -52.9% |
| JACOBS SOLUTIONS INC | $97,797 | -9.1% | 700 | 0.0% | 0.01% | 0.0% | ||
| STAG | STAG INDL INC | $90,150 | -6.2% | 2,500 | 0.0% | 0.01% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $92,404 | +10.1% | 3,648 | 0.0% | 0.01% | +16.7% | |
| ARCADIUM LITHIUM PLC | $85,200 | -22.0% | 25,357 | 0.0% | 0.01% | -12.5% | ||
| CSWI | CSW INDUSTRIALS INC | $96,042 | +13.1% | 362 | 0.0% | 0.01% | +16.7% | |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $86,070 | -6.4% | 2,148 | 0.0% | 0.01% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $87,997 | -20.1% | 1,395 | -26.4% | 0.01% | -12.5% |
| USMV | ISHARES TRmsci usa min vol | $91,432 | +0.5% | 1,089 | 0.0% | 0.01% | 0.0% | |
| Sell | CANADIAN PACIFIC KANSAS CITY | $84,792 | -55.0% | 1,077 | -49.6% | 0.01% | -50.0% | |
| IWD | ISHARES TRrus 1000 val etf | $87,235 | -2.6% | 500 | 0.0% | 0.01% | 0.0% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $83,616 | -16.4% | 611 | -9.2% | 0.01% | -12.5% |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $91,389 | -18.9% | 1,047 | 0.0% | 0.01% | -12.5% | |
| MFC | MANULIFE FINL CORP | $91,839 | +6.5% | 3,450 | 0.0% | 0.01% | +16.7% | |
| WMB | WILLIAMS COS INC | $85,000 | +9.1% | 2,000 | 0.0% | 0.01% | +16.7% | |
| KMI | Buy | KINDER MORGAN INC DEL | $85,719 | +11.3% | 4,314 | +2.7% | 0.01% | +16.7% |
| ANNALY CAPITAL MANAGEMENT IN | $76,240 | -3.2% | 4,000 | 0.0% | 0.01% | 0.0% | ||
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $79,703 | +2.0% | 254 | -14.2% | 0.01% | 0.0% |
| FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $70,754 | – | 2,820 | +100.0% | 0.01% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $78,243 | -84.5% | 1,884 | -79.7% | 0.01% | -84.2% |
| SBLK | STAR BULK CARRIERS CORP. | $73,140 | +2.1% | 3,000 | 0.0% | 0.01% | +20.0% | |
| GIS | GENERAL MLS INC | $80,657 | -9.6% | 1,275 | 0.0% | 0.01% | -14.3% | |
| Buy | THOMSON REUTERS CORP. | $81,412 | +9.3% | 483 | +1.0% | 0.01% | 0.0% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $78,289 | -3.8% | 5,940 | +1.9% | 0.01% | 0.0% |
| New | SOLVENTUM CORP | $77,945 | – | 1,474 | +100.0% | 0.01% | – | |
| NXPI | NXP SEMICONDUCTORS N V | $75,345 | +8.6% | 280 | 0.0% | 0.01% | +20.0% | |
| SUSA | ISHARES TRmsci usa esg slc | $81,468 | +2.9% | 725 | 0.0% | 0.01% | 0.0% | |
| NRZ | RITHM CAPITAL CORP | $81,825 | -2.2% | 7,500 | 0.0% | 0.01% | 0.0% | |
| KYNDRYL HLDGS INC | $77,141 | +20.9% | 2,932 | 0.0% | 0.01% | +20.0% | ||
| BIL | SPDR SER TRbloomberg 1-3 mo | $82,051 | -0.0% | 894 | 0.0% | 0.01% | 0.0% | |
| FLRN | SPDR SER TRbloomberg invt | $83,295 | +0.1% | 2,700 | 0.0% | 0.01% | 0.0% | |
| JCPB | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $59,997 | -0.7% | 1,295 | 0.0% | 0.01% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $70,035 | +29.2% | 898 | +12.2% | 0.01% | +25.0% |
| CHX | CHAMPIONX CORPORATION | $64,162 | -7.5% | 1,932 | 0.0% | 0.01% | 0.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $58,475 | +73.2% | 805 | +76.9% | 0.01% | +66.7% |
| EEMX | SPDR INDEX SHS FDSmsci emr mkt etf | $64,133 | +3.3% | 1,980 | 0.0% | 0.01% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $58,554 | +147.1% | 301 | +121.3% | 0.01% | +150.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $68,317 | -7.0% | 764 | -5.6% | 0.01% | -16.7% |
| FLNG | FLEX LNG LTD | $67,600 | +6.3% | 2,500 | 0.0% | 0.01% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $63,736 | -0.4% | 1,190 | 0.0% | 0.01% | 0.0% | |
| SON | Buy | SONOCO PRODS CO | $61,878 | -10.8% | 1,220 | +1.7% | 0.01% | 0.0% |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $58,251 | +3.6% | 295 | 0.0% | 0.01% | +25.0% | |
| CRM | Buy | SALESFORCE INC | $58,362 | -9.0% | 227 | +6.6% | 0.01% | 0.0% |
| O | REALTY INCOME CORP | $64,969 | -2.4% | 1,230 | 0.0% | 0.01% | 0.0% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $63,800 | -1.2% | 5,000 | 0.0% | 0.01% | 0.0% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $66,153 | +5.2% | 893 | +7.9% | 0.01% | 0.0% |
| Buy | GREYSTONE HOUSING IMPACT INVben unit ctf | $64,038 | -8.7% | 4,324 | +0.4% | 0.01% | 0.0% | |
| IGSB | ISHARES TR | $61,488 | -0.1% | 1,200 | 0.0% | 0.01% | 0.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $60,253 | -0.3% | 649 | 0.0% | 0.01% | 0.0% | |
| CSX | Buy | CSX CORP | $60,377 | -6.4% | 1,805 | +3.7% | 0.01% | 0.0% |
| DLS | WISDOMTREE TRintl smcap div | $63,440 | -2.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| EWA | ISHARES INCmsci aust etf | $58,388 | -0.9% | 2,390 | 0.0% | 0.01% | +25.0% | |
| MSM | MSC INDL DIRECT INCcl a | $67,414 | -18.3% | 850 | 0.0% | 0.01% | -16.7% | |
| IHI | ISHARES TRu.s. med dvc etf | $65,679 | -4.4% | 1,172 | 0.0% | 0.01% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $68,000 | -7.2% | 1,000 | 0.0% | 0.01% | -16.7% | |
| IPGP | IPG PHOTONICS CORP | $64,221 | -6.9% | 761 | 0.0% | 0.01% | 0.0% | |
| AGNC | AGNC INVT CORP | $66,780 | -3.6% | 7,000 | 0.0% | 0.01% | 0.0% | |
| EBC | EASTERN BANKSHARES INC | $62,910 | +1.5% | 4,500 | 0.0% | 0.01% | 0.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $67,600 | +3.6% | 8,000 | 0.0% | 0.01% | 0.0% | |
| URA | GLOBAL X FDSglobal x uranium | $67,019 | +0.4% | 2,315 | 0.0% | 0.01% | 0.0% | |
| OMF | ONEMAIN HLDGS INC | $48,490 | -5.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AGI | New | ALAMOS GOLD INC NEW | $47,055 | – | 3,000 | +100.0% | 0.00% | – |
| FXY | New | INVESCO CURRENCYSHARES JAPANjapanese yen | $49,472 | – | 860 | +100.0% | 0.00% | – |
| BLL | BALL CORP | $50,237 | -10.9% | 837 | 0.0% | 0.00% | 0.0% | |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $56,430 | +46.3% | 3,000 | +50.0% | 0.00% | +33.3% |
| MELI | Sell | MERCADOLIBRE INC | $52,589 | +5.4% | 32 | -3.0% | 0.00% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $57,600 | -20.4% | 800 | -20.0% | 0.00% | -20.0% |
| HTD | Sell | HANCOCK JOHN TAX-ADVANTAGED | $53,051 | -22.2% | 2,625 | -24.3% | 0.00% | -20.0% |
| REMX | VANECK ETF TRUSTrare earth and s | $50,599 | -17.2% | 1,190 | 0.0% | 0.00% | -20.0% | |
| AFL | AFLAC INC | $51,800 | +4.0% | 580 | 0.0% | 0.00% | 0.0% | |
| Sell | GRAYSCALE BITCOIN TR BTC | $53,240 | -64.3% | 1,000 | -57.7% | 0.00% | -63.6% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $54,576 | +167.4% | 314 | +109.3% | 0.00% | +100.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $54,119 | +37.3% | 1,011 | +32.3% | 0.00% | +33.3% |
| FSK | Sell | FS KKR CAP CORP | $45,379 | -60.3% | 2,300 | -61.7% | 0.00% | -55.6% |
| BRKL | BROOKLINE BANCORP INC DEL | $49,232 | -16.2% | 5,896 | 0.0% | 0.00% | 0.0% | |
| BFB | Buy | BROWN FORMAN CORPcl b | $49,798 | -12.3% | 1,153 | +4.8% | 0.00% | 0.0% |
| UTL | UNITIL CORP | $51,790 | -1.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CDW | Buy | CDW CORP | $48,797 | -5.1% | 218 | +8.5% | 0.00% | 0.0% |
| SRE | SEMPRA | $48,222 | +5.9% | 634 | 0.0% | 0.00% | +33.3% | |
| WASH | WASHINGTON TR BANCORP INC | $45,473 | +2.0% | 1,659 | 0.0% | 0.00% | +33.3% | |
| WCN | Buy | WASTE CONNECTIONS INC | $52,257 | +3.3% | 298 | +1.4% | 0.00% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $48,856 | -5.9% | 306 | +2.0% | 0.00% | 0.0% |
| CB | Buy | CHUBB LIMITED | $47,190 | +4.1% | 185 | +5.7% | 0.00% | +33.3% |
| STT | STATE STR CORP | $57,202 | -4.3% | 773 | 0.0% | 0.00% | -20.0% | |
| UTF | Sell | COHEN & STEERS INFRASTRUCTUR | $51,164 | -19.7% | 2,276 | -15.8% | 0.00% | -20.0% |
| SPYD | SPDR SER TRprtflo s&p500 hi | $51,816 | -1.2% | 1,288 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $55,110 | -14.3% | 1,420 | 0.0% | 0.00% | -20.0% | |
| SIL | New | GLOBAL X FDSglobal x silver | $49,904 | – | 1,600 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $49,621 | – | 1,100 | +100.0% | 0.00% | – |
| CHDN | CHURCHILL DOWNS INC | $50,256 | +12.8% | 360 | 0.0% | 0.00% | +33.3% | |
| MGNI | MAGNITE INC | $53,160 | +23.6% | 4,000 | 0.0% | 0.00% | +33.3% | |
| INDB | INDEPENDENT BK CORP MASS | $48,184 | -2.5% | 950 | 0.0% | 0.00% | 0.0% | |
| IIPR | INNOVATIVE INDL PPTYS INC | $46,419 | +5.5% | 425 | 0.0% | 0.00% | +33.3% | |
| FNV | Sell | FRANCO NEV CORP | $53,334 | -62.9% | 450 | -62.7% | 0.00% | -63.6% |
| IPAR | INTER PARFUMS INC | $55,114 | -17.4% | 475 | 0.0% | 0.00% | -20.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $55,350 | -32.4% | 575 | -30.3% | 0.00% | -33.3% |
| MSTR | MICROSTRATEGY INCcl a new | $52,344 | -19.2% | 38 | 0.0% | 0.00% | -20.0% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $49,456 | -8.6% | 640 | -8.6% | 0.00% | 0.0% |
| BITWISE BITCOIN ETF TR | $54,919 | -15.6% | 1,680 | 0.0% | 0.00% | -20.0% | ||
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $34,601 | -5.6% | 700 | 0.0% | 0.00% | 0.0% | |
| SYY | Buy | SYSCO CORP | $34,410 | -7.9% | 482 | +4.8% | 0.00% | 0.0% |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $35,340 | -1.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $43,470 | -4.7% | 3,000 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $35,760 | -28.1% | 250 | 0.0% | 0.00% | -25.0% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $36,375 | +0.6% | 750 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $43,641 | -6.1% | 300 | 0.0% | 0.00% | -25.0% | |
| BXMT | BLACKSTONE MTG TR INC | $34,840 | -12.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| IDXX | Sell | IDEXX LABS INC | $39,950 | -27.5% | 82 | -19.6% | 0.00% | -25.0% |
| New | GE VERNOVA INC | $37,904 | – | 221 | +100.0% | 0.00% | – | |
| JWA | WILEY JOHN & SONS INCcl a | $32,560 | +6.7% | 800 | 0.0% | 0.00% | +50.0% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $39,429 | -4.1% | 512 | -14.7% | 0.00% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $32,645 | +2.2% | 303 | +1.0% | 0.00% | +50.0% |
| FNX | FIRST TR MID CAP CORE ALPHAD | $35,814 | -4.3% | 330 | 0.0% | 0.00% | 0.0% | |
| ETN | Sell | EATON CORP PLC | $43,897 | -36.2% | 140 | -36.4% | 0.00% | -40.0% |
| IRDM | IRIDIUM COMMUNICATIONS INC | $42,592 | +1.8% | 1,600 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $44,919 | -1.9% | 1,231 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $36,519 | -4.1% | 146 | 0.0% | 0.00% | 0.0% | |
| ZROZ | PIMCO ETF TR25yr+ zero u s | $37,545 | -5.2% | 500 | 0.0% | 0.00% | 0.0% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $34,266 | +7.6% | 353 | +8.6% | 0.00% | +50.0% |
| NRIM | NORTHRIM BANCORP INC | $37,466 | +14.1% | 650 | 0.0% | 0.00% | +50.0% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $32,115 | -50.0% | 410 | -49.1% | 0.00% | -40.0% |
| UL | UNILEVER PLCspon adr new | $35,744 | +9.6% | 650 | 0.0% | 0.00% | +50.0% | |
| DSI | ISHARES TRmsci kld400 soc | $41,540 | +3.0% | 400 | 0.0% | 0.00% | 0.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $43,004 | +38.7% | 135 | 0.0% | 0.00% | +50.0% | |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $41,270 | -9.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $32,351 | +8.6% | 143 | 0.0% | 0.00% | +50.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $40,354 | -1.6% | 470 | 0.0% | 0.00% | 0.0% | |
| KIO | KKR INCOME OPPORTUNITIES FD | $41,100 | +1.2% | 3,000 | 0.0% | 0.00% | 0.0% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $34,980 | +136.8% | 240 | +140.0% | 0.00% | +200.0% |
| KEY | Buy | KEYCORP | $35,298 | -7.6% | 2,484 | +2.8% | 0.00% | 0.0% |
| MS | Buy | MORGAN STANLEY | $35,669 | +13.1% | 367 | +9.6% | 0.00% | +50.0% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $37,560 | -1.4% | 3,000 | 0.0% | 0.00% | 0.0% | |
| ALB | Buy | ALBEMARLE CORP | $40,405 | -25.4% | 423 | +2.9% | 0.00% | -25.0% |
| SLB | SCHLUMBERGER LTD | $37,744 | -13.9% | 800 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $33,451 | +5.6% | 220 | 0.0% | 0.00% | +50.0% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $40,723 | +7.8% | 650 | +4900.0% | 0.00% | 0.0% |
| MCN | MADISON COVERED CALL & EQUIT | $38,000 | +4.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $34,117 | -8.1% | 225 | 0.0% | 0.00% | 0.0% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $37,189 | -3.1% | 444 | 0.0% | 0.00% | 0.0% | |
| MASTERBRAND INC | $42,205 | -21.7% | 2,875 | 0.0% | 0.00% | -25.0% | ||
| UNM | UNUM GROUP | $20,444 | -4.8% | 400 | 0.0% | 0.00% | 0.0% | |
| VLY | VALLEY NATL BANCORP | $20,940 | -12.3% | 3,000 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $29,524 | -14.4% | 447 | 0.0% | 0.00% | -33.3% | |
| NOC | NORTHROP GRUMMAN CORP | $21,798 | -8.9% | 50 | 0.0% | 0.00% | 0.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $26,529 | -17.4% | 1,850 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $30,979 | -10.9% | 227 | 0.0% | 0.00% | -33.3% | |
| XAIR | BEYOND AIR INC | $20,149 | -69.1% | 37,500 | 0.0% | 0.00% | -60.0% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $24,587 | +446.7% | 207 | +430.8% | 0.00% | – |
| IBN | Buy | ICICI BANK LIMITEDadr | $19,303 | +13.0% | 670 | +3.6% | 0.00% | +100.0% |
| HLT | HILTON WORLDWIDE HLDGS INC | $21,820 | +2.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EINC | VANECK ETF TRUSTenergy incme et | $29,983 | +3.5% | 377 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $22,270 | +6.9% | 250 | 0.0% | 0.00% | 0.0% | |
| FCOR | FIDELITY MERRIMACK STR TRcorp bond etf | $23,020 | -1.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ELF | E L F BEAUTY INC | $21,072 | +7.5% | 100 | 0.0% | 0.00% | +100.0% | |
| TXRH | TEXAS ROADHOUSE INC | $29,191 | +11.2% | 170 | 0.0% | 0.00% | 0.0% | |
| TGT | Buy | TARGET CORP | $30,200 | -14.8% | 204 | +2.0% | 0.00% | -33.3% |
| RY | ROYAL BK CDA | $21,276 | +5.5% | 200 | 0.0% | 0.00% | 0.0% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $30,601 | -0.6% | 1,160 | 0.0% | 0.00% | 0.0% | |
| ACGL | Buy | ARCH CAP GROUP LTDord | $31,175 | +64.5% | 309 | +50.7% | 0.00% | +100.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $31,441 | +13.5% | 140 | +7.7% | 0.00% | 0.0% |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $30,798 | +0.1% | 200 | 0.0% | 0.00% | 0.0% | |
| GOLF | ACUSHNET HLDGS CORP | $31,740 | -3.7% | 500 | 0.0% | 0.00% | 0.0% | |
| TDOC | Buy | TELADOC HEALTH INC | $28,010 | -35.1% | 2,864 | +0.1% | 0.00% | -33.3% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $25,618 | -0.1% | 125 | 0.0% | 0.00% | 0.0% | |
| Sell | LINDE PLC | $21,941 | -35.3% | 50 | -31.5% | 0.00% | -33.3% | |
| ADSK | AUTODESK INC | $24,745 | -5.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $30,395 | +4.4% | 1,683 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $27,748 | -15.2% | 350 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $28,026 | +11.5% | 63 | 0.0% | 0.00% | 0.0% | |
| ICLR | Buy | ICON PLC | $31,347 | -1.8% | 100 | +5.3% | 0.00% | 0.0% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $23,456 | -0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SPSM | New | SPDR SER TRportfolio s&p600 | $20,765 | – | 500 | +100.0% | 0.00% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $19,618 | +39.1% | 42 | +35.5% | 0.00% | +100.0% |
| VFH | VANGUARD WORLD FDfinancials etf | $19,976 | -2.5% | 200 | 0.0% | 0.00% | 0.0% | |
| LULU | Sell | LULULEMON ATHLETICA INC | $30,467 | -57.1% | 102 | -44.0% | 0.00% | -60.0% |
| QUS | SPDR SER TRmsci usa strtgic | $25,951 | +1.2% | 176 | 0.0% | 0.00% | 0.0% | |
| DEUS | DBX ETF TRxtrackers russel | $21,414 | -3.4% | 425 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $23,102 | -4.9% | 498 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $23,142 | +10.4% | 314 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $29,640 | -13.9% | 400 | 0.0% | 0.00% | -33.3% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $30,262 | -3.7% | 360 | 0.0% | 0.00% | 0.0% | |
| PDT | Sell | HANCOCK JOHN PREM DIVID FD | $30,310 | -47.0% | 2,573 | -47.5% | 0.00% | -50.0% |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $21,584 | -19.8% | 277 | -6.4% | 0.00% | 0.0% | |
| ASML | Sell | ASML HOLDING N V | $26,591 | -14.4% | 26 | -18.8% | 0.00% | 0.0% |
| EFG | ISHARES TReafe grwth etf | $29,667 | -1.4% | 290 | 0.0% | 0.00% | 0.0% | |
| ANET | Buy | ARISTA NETWORKS INC | $30,842 | +33.0% | 88 | +10.0% | 0.00% | 0.0% |
| ICLN | ISHARES TRgl clean ene etf | $23,243 | -4.7% | 1,745 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $21,398 | -24.0% | 205 | 0.0% | 0.00% | 0.0% | |
| RNR | Buy | RENAISSANCERE HLDGS LTD | $20,563 | +2.9% | 92 | +8.2% | 0.00% | 0.0% |
| EARN | ELLINGTON CREDIT COMPANY | $27,800 | +0.6% | 4,000 | 0.0% | 0.00% | 0.0% | |
| CLH | CLEAN HARBORS INC | $22,615 | +12.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $19,858 | -38.8% | 470 | 0.0% | 0.00% | 0.0% | |
| FERG | Buy | FERGUSON PLC NEW | $20,140 | -6.9% | 104 | +5.1% | 0.00% | 0.0% |
| NTRS | Sell | NORTHERN TR CORP | $29,729 | -16.4% | 354 | -11.5% | 0.00% | -33.3% |
| RACE | Sell | FERRARI N V | $30,628 | -15.4% | 75 | -9.6% | 0.00% | -33.3% |
| FDS | Buy | FACTSET RESH SYS INC | $22,863 | +0.6% | 56 | +12.0% | 0.00% | 0.0% |
| LRGF | ISHARES TRu s equity factr | $19,492 | +3.5% | 350 | 0.0% | 0.00% | +100.0% | |
| CINF | Sell | CINCINNATI FINL CORP | $19,422 | -62.3% | 164 | -60.4% | 0.00% | -50.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $28,777 | +13.9% | 700 | +16.7% | 0.00% | 0.0% |
| Buy | ATLASSIAN CORPORATIONcl a | $20,518 | -3.5% | 116 | +6.4% | 0.00% | 0.0% | |
| PZZA | PAPA JOHNS INTL INC | $7,517 | -29.5% | 160 | 0.0% | 0.00% | 0.0% | |
| AMALGAMATED FINANCIAL CORP | $13,700 | +14.2% | 500 | 0.0% | 0.00% | 0.0% | ||
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $9,869 | -4.3% | 110 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $11,318 | +1.9% | 129 | 0.0% | 0.00% | 0.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $8,104 | +344.8% | 35 | +337.5% | 0.00% | – |
| APPN | APPIAN CORPcl a | $15,430 | -22.8% | 500 | 0.0% | 0.00% | -50.0% | |
| AMAT | Buy | APPLIED MATLS INC | $17,227 | +44.0% | 73 | +25.9% | 0.00% | 0.0% |
| ETERNA THERAPEUTICS INC | $15,636 | -23.7% | 8,544 | 0.0% | 0.00% | -50.0% | ||
| CVGW | CALAVO GROWERS INC | $18,160 | -18.4% | 800 | 0.0% | 0.00% | -50.0% | |
| CNQ | Buy | CANADIAN NAT RES LTD | $13,243 | -4.7% | 372 | +104.4% | 0.00% | 0.0% |
| CSL | New | CARLISLE COS INC | $6,889 | – | 17 | +100.0% | 0.00% | – |
| C | Sell | CITIGROUP INC | $14,786 | -9.4% | 233 | -9.7% | 0.00% | 0.0% |
| COIN | Buy | COINBASE GLOBAL INC | $18,445 | -13.0% | 83 | +3.8% | 0.00% | -50.0% |
| CRK | COMSTOCK RES INC | $12,456 | +11.9% | 1,200 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP | $10,014 | +8.3% | 50 | 0.0% | 0.00% | 0.0% | ||
| CPRT | Buy | COPART INC | $8,882 | +125.5% | 164 | +141.2% | 0.00% | – |
| CPNG | New | COUPANG INCcl a | $15,964 | – | 762 | +100.0% | 0.00% | – |
| XRAY | DENTSPLY SIRONA INC | $15,818 | -24.9% | 635 | 0.0% | 0.00% | -50.0% | |
| D | DOMINION ENERGY INC | $8,134 | -0.4% | 166 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $15,490 | +3.9% | 30 | 0.0% | 0.00% | 0.0% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $9,321 | -43.3% | 93 | -45.3% | 0.00% | 0.0% |
| VEGN | ETF SER SOLUTIONSus vegan climate | $11,317 | +3.2% | 234 | 0.0% | 0.00% | 0.0% | |
| ERJ | EMBRAER S.A.sponsored ads | $9,288 | -3.1% | 360 | 0.0% | 0.00% | 0.0% | |
| ENPH | Buy | ENPHASE ENERGY INC | $11,865 | -14.7% | 119 | +3.5% | 0.00% | 0.0% |
| EPAM | Buy | EPAM SYS INC | $6,584 | -29.9% | 35 | +2.9% | 0.00% | 0.0% |
| EQR | EQUITY RESIDENTIALsh ben int | $15,255 | +9.9% | 220 | 0.0% | 0.00% | 0.0% | |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $10,732 | +26.1% | 86 | +22.9% | 0.00% | 0.0% |
| FIDELITY WISE ORIGIN BITCOIN | $16,263 | -15.5% | 310 | 0.0% | 0.00% | 0.0% | ||
| FSLR | FIRST SOLAR INC | $18,037 | +33.6% | 80 | 0.0% | 0.00% | 0.0% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $8,345 | -1.4% | 220 | 0.0% | 0.00% | 0.0% | |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $6,802 | -34.6% | 200 | -33.3% | 0.00% | 0.0% |
| F | Buy | FORD MTR CO DEL | $17,367 | -4.1% | 1,385 | +1.6% | 0.00% | 0.0% |
| FTNT | FORTINET INC | $10,306 | -11.8% | 171 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $18,260 | -20.5% | 817 | 0.0% | 0.00% | -50.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $18,593 | -96.3% | 271 | -96.0% | 0.00% | -97.3% |
| GSK PLCsponsored adr | $12,282 | -10.2% | 319 | 0.0% | 0.00% | 0.0% | ||
| GMRE | GLOBAL MED REIT INC | $18,160 | +3.8% | 2,000 | 0.0% | 0.00% | 0.0% | |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $17,677 | -44.4% | 573 | -42.7% | 0.00% | -50.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $12,665 | -44.9% | 28 | -49.1% | 0.00% | -50.0% |
| GH | GUARDANT HEALTH INC | $10,686 | +40.0% | 370 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $6,525 | +10.5% | 150 | 0.0% | 0.00% | – | |
| HAE | HAEMONETICS CORP MASS | $17,787 | -3.1% | 215 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $13,787 | -5.5% | 75 | 0.0% | 0.00% | 0.0% | |
| IMO | IMPERIAL OIL LTD | $11,330 | -1.3% | 166 | 0.0% | 0.00% | 0.0% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $8,487 | -93.4% | 62 | -93.3% | 0.00% | -90.0% |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $9,535 | -2.9% | 250 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $13,591 | -11.4% | 338 | 0.0% | 0.00% | 0.0% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $10,520 | +28.0% | 247 | +23.5% | 0.00% | 0.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $15,412 | -1.8% | 120 | 0.0% | 0.00% | 0.0% | |
| MUB | New | ISHARES TRnational mun etf | $10,548 | – | 99 | +100.0% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $15,846 | +0.1% | 120 | 0.0% | 0.00% | 0.0% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $6,645 | +0.4% | 300 | 0.0% | 0.00% | – | |
| MCHI | ISHARES TRmsci china etf | $10,543 | +6.1% | 250 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $15,952 | -2.1% | 230 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $7,041 | +4.0% | 210 | 0.0% | 0.00% | 0.0% | |
| ESML | ISHARES TResg aware msci | $10,973 | -4.4% | 285 | 0.0% | 0.00% | 0.0% | |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $18,968 | +7.3% | 346 | +12.0% | 0.00% | 0.0% |
| LIBERTY MEDIA CORP DEL | $7,654 | -12.7% | 200 | 0.0% | 0.00% | 0.0% | ||
| LIBERTY MEDIA CORP DEL | $17,728 | -25.4% | 800 | 0.0% | 0.00% | -50.0% | ||
| LIBERTY MEDIA CORP DEL | $8,860 | -25.4% | 400 | 0.0% | 0.00% | 0.0% | ||
| MRVL | Sell | MARVELL TECHNOLOGY INC | $9,786 | -87.9% | 140 | -87.7% | 0.00% | -83.3% |
| MRNA | MODERNA INC | $12,350 | +11.4% | 104 | 0.0% | 0.00% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP | $13,820 | -8.1% | 500 | 0.0% | 0.00% | 0.0% | |
| NBN | NORTHEAST BK LEWISTON ME | $12,476 | +10.0% | 205 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO | $9,833 | +10.1% | 475 | 0.0% | 0.00% | 0.0% | |
| PPG | Buy | PPG INDS INC | $7,302 | +0.8% | 58 | +16.0% | 0.00% | 0.0% |
| TROW | Sell | PRICE T ROWE GROUP INC | $11,531 | -76.4% | 100 | -75.0% | 0.00% | -75.0% |
| PCT | PURECYCLE TECHNOLOGIES INC | $14,800 | -4.8% | 2,500 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $6,593 | +3.4% | 100 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORPcl a | $16,745 | -2.5% | 450 | 0.0% | 0.00% | 0.0% | |
| ROST | New | ROSS STORES INC | $6,539 | – | 45 | +100.0% | 0.00% | – |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $17,733 | -31.6% | 300 | -30.6% | 0.00% | -50.0% |
| PSK | SPDR SER TRice pfd sec etf | $11,027 | -2.7% | 325 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $9,789 | -5.6% | 125 | 0.0% | 0.00% | 0.0% | |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $7,823 | – | 171 | +100.0% | 0.00% | – |
| SNY | SANOFIsponsored adr | $14,556 | -0.2% | 300 | 0.0% | 0.00% | 0.0% | |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $11,680 | – | 304 | +100.0% | 0.00% | – |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $10,221 | -48.1% | 150 | -50.0% | 0.00% | 0.0% |
| FOUR | SHIFT4 PMTS INCcl a | $17,971 | +11.0% | 245 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $10,614 | +44.7% | 639 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $17,887 | -9.5% | 2,706 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPsponsored adr | $8,495 | -0.9% | 100 | 0.0% | 0.00% | 0.0% | |
| SPPP | SPROTT PHYSICAL PLAT PALLADunit | $9,770 | +1.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SNV | Sell | SYNOVUS FINL CORP | $6,872 | -90.7% | 171 | -90.7% | 0.00% | -83.3% |
| TREX | TREX CO INC | $7,412 | -25.7% | 100 | 0.0% | 0.00% | 0.0% | |
| FLTR | VANECK ETF TRUSTig floating rate | $17,780 | 0.0% | 697 | 0.0% | 0.00% | 0.0% | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $13,035 | +15.9% | 50 | 0.0% | 0.00% | 0.0% | |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $7,134 | -3.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $13,354 | -0.8% | 200 | 0.0% | 0.00% | 0.0% | |
| VCR | Sell | VANGUARD WORLD FDconsum dis etf | $11,244 | -31.9% | 36 | -30.8% | 0.00% | 0.0% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $15,694 | -25.6% | 59 | -24.4% | 0.00% | -50.0% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $10,981 | – | 73 | +100.0% | 0.00% | – |
| VRSN | Sell | VERISIGN INC | $14,935 | -56.5% | 84 | -53.6% | 0.00% | -66.7% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $17,114 | -44.2% | 1,415 | 0.0% | 0.00% | -50.0% | |
| WARNER BROS DISCOVERY INC | $11,934 | -14.8% | 1,604 | 0.0% | 0.00% | 0.0% | ||
| WOLFSPEED INC | $15,932 | -22.8% | 700 | 0.0% | 0.00% | -50.0% | ||
| XYL | XYLEM INC | $8,138 | +5.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AON | Sell | AON PLC | $15,560 | -26.0% | 53 | -15.9% | 0.00% | -50.0% |
| New | AVADEL PHARMACEUTICALS PLC | $7,030 | – | 500 | +100.0% | 0.00% | – | |
| MDT | Buy | MEDTRONIC PLC | $11,019 | -4.2% | 140 | +6.1% | 0.00% | 0.0% |
| LIBERTY GLOBAL LTD | $16,422 | +1.2% | 920 | 0.0% | 0.00% | 0.0% | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $13,153 | -10.2% | 700 | 0.0% | 0.00% | 0.0% | |
| Buy | NU HLDGS LTD | $18,201 | +11.7% | 1,412 | +3.4% | 0.00% | 0.0% | |
| STE | Buy | STERIS PLC | $17,124 | +2.9% | 78 | +5.4% | 0.00% | 0.0% |
| UBS | Buy | UBS GROUP AG | $13,707 | -0.4% | 464 | +3.6% | 0.00% | 0.0% |
| MNDY | Buy | MONDAY COM LTD | $14,446 | +45.4% | 60 | +36.4% | 0.00% | 0.0% |
| CMRE | COSTAMARE INC | $8,215 | +44.8% | 500 | 0.0% | 0.00% | – | |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $49 | – | 1 | +100.0% | 0.00% | – |
| MDB | Buy | MONGODB INCcl a | $3,999 | -25.7% | 16 | +6.7% | 0.00% | – |
| MC | New | MOELIS & COcl a | $3,070 | – | 54 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,447 | – | 11 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $1,190 | – | 13 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,956 | – | 5 | +100.0% | 0.00% | – |
| MPW | MEDICAL PPTYS TRUST INC | $2,155 | -8.3% | 500 | 0.0% | 0.00% | – | |
| MCK | New | MCKESSON CORP | $584 | – | 1 | +100.0% | 0.00% | – |
| MTCH | Buy | MATCH GROUP INC NEW | $1,610 | -13.0% | 53 | +3.9% | 0.00% | – |
| MAS | New | MASCO CORP | $1,600 | – | 24 | +100.0% | 0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -190 | -100.0% | 0.00% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $542 | – | 1 | +100.0% | 0.00% | – |
| MKSI | New | MKS INSTRS INC | $3,656 | – | 28 | +100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $156 | -29.7% | 142 | 0.0% | 0.00% | – | |
| META | LISTED FD TRroundhill ball | $5,207 | +5.0% | 399 | 0.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $2,658 | – | 37 | +100.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL | $3,751 | -11.4% | 100 | 0.0% | 0.00% | – | ||
| LEVI | LEVI STRAUSS & CO NEW | $1,253 | -3.5% | 65 | 0.0% | 0.00% | – | |
| RJF | New | RAYMOND JAMES FINL INC | $2,101 | – | 17 | +100.0% | 0.00% | – |
| OMC | Sell | OMNICOM GROUP INC | $1,973 | -79.6% | 22 | -78.0% | 0.00% | -100.0% |
| OKTA | New | OKTA INCcl a | $187 | – | 2 | +100.0% | 0.00% | – |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $370 | -68.2% | 9 | -66.7% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $2,874 | – | 14 | +100.0% | 0.00% | – |
| IPOS | Buy | RENAISSANCE CAP GREENWICH FDintntl ipo etf | $4,039 | -1.8% | 310 | +3.3% | 0.00% | – |
| OTLY | OATLY GROUP ABsponsored ads | $2,726 | -16.8% | 2,900 | 0.0% | 0.00% | – | |
| RVNC | REVANCE THERAPEUTICS INC | $1,285 | -47.8% | 500 | 0.0% | 0.00% | – | |
| RIOT | RIOT PLATFORMS INC | $366 | -25.3% | 40 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC | $188 | +22.9% | 14 | 0.0% | 0.00% | – | ||
| FLEX | New | FLEX LTDord | $2,743 | – | 93 | +100.0% | 0.00% | – |
| OAS | New | CHORD ENERGY CORPORATION | $3,354 | – | 20 | +100.0% | 0.00% | – |
| MAXN | New | MAXEON SOLAR TECHNOLOGIES LT | $5 | – | 6 | +100.0% | 0.00% | – |
| JPI | New | NUVEEN PFD & INCOME TERM FD | $1,945 | – | 100 | +100.0% | 0.00% | – |
| JRI | New | NUVEEN REAL ASSET INCOME & G | $2,434 | – | 200 | +100.0% | 0.00% | – |
| New | NIKOLA CORP | $25 | – | 3 | +100.0% | 0.00% | – | |
| New | NEXTRACKER INC | $1,125 | – | 24 | +100.0% | 0.00% | – | |
| NOV | New | NOV INC | $1,787 | – | 94 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $44 | – | 1 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $50 | – | 12 | +100.0% | 0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -20 | -100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $6,410 | – | 80 | +100.0% | 0.00% | – |
| MUR | New | MURPHY OIL CORP | $1,278 | – | 31 | +100.0% | 0.00% | – |
| LMND | New | LEMONADE INC | $83 | – | 5 | +100.0% | 0.00% | – |
| SNDR | New | SCHNEIDER NATIONAL INCcl b | $1,329 | – | 55 | +100.0% | 0.00% | – |
| New | LABCORP HOLDINGS INC | $5,495 | – | 27 | +100.0% | 0.00% | – | |
| LI | New | LI AUTO INCsponsored ads | $215 | – | 12 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP | $1,206 | – | 29 | +100.0% | 0.00% | – |
| KN | KNOWLES CORP | $777 | +7.2% | 45 | 0.0% | 0.00% | – | |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $1,236 | – | 19 | +100.0% | 0.00% | – |
| New | KENVUE INC | $1,563 | – | 86 | +100.0% | 0.00% | – | |
| SEE | New | SEALED AIR CORP NEW | $974 | – | 28 | +100.0% | 0.00% | – |
| KKR | New | KKR & CO INC | $1,052 | – | 10 | +100.0% | 0.00% | – |
| JHMD | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $4,536 | -3.4% | 136 | 0.0% | 0.00% | – | |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,464 | – | 29 | +100.0% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $3,195 | – | 64 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRindl | $6,094 | – | 50 | +100.0% | 0.00% | – |
| DGRO | New | ISHARES TRcore div grwth | $2,881 | – | 50 | +100.0% | 0.00% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $398 | – | 4 | +100.0% | 0.00% | – |
| SHV | New | ISHARES TRshort treas bd | $6,078 | – | 55 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,681 | – | 19 | +100.0% | 0.00% | – |
| SHAK | SHAKE SHACK INCcl a | $900 | -13.5% | 10 | 0.0% | 0.00% | – | |
| SHCR | SHARECARE INC | $41 | +78.3% | 30 | 0.0% | 0.00% | – | |
| IWN | New | ISHARES TRrus 2000 val etf | $1,066 | – | 7 | +100.0% | 0.00% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -200 | -100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $2,294 | – | 19 | +100.0% | 0.00% | – |
| FXI | ISHARES TRchina lg-cap etf | $2,079 | +7.9% | 80 | 0.0% | 0.00% | – | |
| SNA | New | SNAP ON INC | $1,830 | – | 7 | +100.0% | 0.00% | – |
| New | SNDL INC | $36 | – | 19 | +100.0% | 0.00% | – | |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -44 | -100.0% | 0.00% | – |
| EWH | ISHARES INCmsci hong kg etf | $5,355 | -1.6% | 350 | 0.0% | 0.00% | – | |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $2,828 | -6.3% | 70 | 0.0% | 0.00% | – | |
| PBE | INVESCO EXCHANGE TRADED FD Tbiotechnology | $3,241 | +0.2% | 50 | 0.0% | 0.00% | – | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $4,658 | +1.5% | 125 | 0.0% | 0.00% | – | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $4,544 | -2.5% | 70 | 0.0% | 0.00% | – | |
| NKLA | Exit | NIKOLA CORP | $0 | – | -118 | -100.0% | 0.00% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $4,109 | – | 40 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $258 | – | 4 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $90 | – | 4 | +100.0% | 0.00% | – |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $66 | -2.9% | 4 | 0.0% | 0.00% | – | |
| HYLN | New | HYLIION HOLDINGS CORP | $31 | – | 19 | +100.0% | 0.00% | – |
| SF | New | STIFEL FINL CORP | $2,272 | – | 27 | +100.0% | 0.00% | – |
| HUT 8 CORP | $300 | +35.7% | 20 | 0.0% | 0.00% | – | ||
| HII | New | HUNTINGTON INGALLS INDS INC | $1,478 | – | 6 | +100.0% | 0.00% | – |
| RGR | STURM RUGER & CO INC | $4,165 | -9.8% | 100 | 0.0% | 0.00% | – | |
| NOVA | New | SUNNOVA ENERGY INTL INC. | $22 | – | 4 | +100.0% | 0.00% | – |
| SPWR | New | SUNPOWER CORP | $15 | – | 5 | +100.0% | 0.00% | – |
| HMC | HONDA MOTOR LTDadr ech cnv in 3 | $645 | -13.4% | 20 | 0.0% | 0.00% | – | |
| SNPS | Sell | SYNOPSYS INC | $4,760 | -16.7% | 8 | -20.0% | 0.00% | – |
| HES | New | HESS CORP | $1,623 | – | 11 | +100.0% | 0.00% | – |
| HL | HECLA MNG CO | $3,638 | +0.8% | 750 | 0.0% | 0.00% | – | |
| TMUS | New | T-MOBILE US INC | $1,233 | – | 7 | +100.0% | 0.00% | – |
| HOG | HARLEY DAVIDSON INC | $335 | -23.3% | 10 | 0.0% | 0.00% | – | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $933 | +25.7% | 6 | +20.0% | 0.00% | – |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $2,982 | – | 200 | +100.0% | 0.00% | – |
| GPMT | GRANITE PT MTG TR INC | $53 | -38.4% | 18 | 0.0% | 0.00% | – | |
| New | GRAIL INC | $507 | – | 33 | +100.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $142 | -36.3% | 100 | 0.0% | 0.00% | – | |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $2,328 | – | 6 | +100.0% | 0.00% | – |
| GDRX | GOODRX HLDGS INC | $1,490 | +9.9% | 191 | 0.0% | 0.00% | – | |
| GLOBAL X FDSgbl x blockchain | $1,274 | -0.1% | 25 | 0.0% | 0.00% | – | ||
| GLOBAL X FDSsuperdividend | $2,004 | +1.7% | 91 | 0.0% | 0.00% | – | ||
| GNOM | GLOBAL X FDSgenomic biotech | $1,566 | -8.3% | 150 | 0.0% | 0.00% | – | |
| TXT | New | TEXTRON INC | $3,434 | – | 40 | +100.0% | 0.00% | – |
| GPN | Sell | GLOBAL PMTS INC | $1,451 | -89.1% | 15 | -85.0% | 0.00% | -100.0% |
| Sell | GINKGO BIOWORKS HOLDINGS INC | $3 | -97.4% | 10 | -90.0% | 0.00% | – | |
| GPC | New | GENUINE PARTS CO | $1,522 | – | 11 | +100.0% | 0.00% | – |
| THO | New | THOR INDS INC | $1,776 | – | 19 | +100.0% | 0.00% | – |
| GM | GENERAL MTRS CO | $465 | +2.4% | 10 | 0.0% | 0.00% | – | |
| TLRY | New | TILRAY BRANDS INC | $22 | – | 13 | +100.0% | 0.00% | – |
| TOAST INCcl a | $5,154 | +3.4% | 200 | 0.0% | 0.00% | – | ||
| IT | New | GARTNER INC | $6,287 | – | 14 | +100.0% | 0.00% | – |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $1,013 | +5.0% | 250 | 0.0% | 0.00% | – | |
| GATX | New | GATX CORP | $1,721 | – | 13 | +100.0% | 0.00% | – |
| FUBO | New | FUBOTV INC | $51 | – | 41 | +100.0% | 0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -35 | -100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $12 | – | 18 | +100.0% | 0.00% | – |
| TWO HBRS INVT CORP | $330 | -0.3% | 25 | 0.0% | 0.00% | – | ||
| FORTREA HLDGS INC | $117 | -41.8% | 5 | 0.0% | 0.00% | – | ||
| FL | FOOT LOCKER INC | $1,246 | -12.6% | 50 | 0.0% | 0.00% | – | |
| FMC | FMC CORP | $3,741 | -9.7% | 65 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP | $5,192 | -7.9% | 150 | 0.0% | 0.00% | – | |
| ES | New | EVERSOURCE ENERGY | $2,836 | – | 50 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $4,424 | -14.2% | 75 | 0.0% | 0.00% | – | |
| ESS | New | ESSEX PPTY TR INC | $1,361 | – | 5 | +100.0% | 0.00% | – |
| VOTE | TCW ETF TRUSTtransfrm 500 etf | $3,179 | +3.8% | 50 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $25 | -7.4% | 2 | 0.0% | 0.00% | – | ||
| EA | Sell | ELECTRONIC ARTS INC | $697 | -52.2% | 5 | -54.5% | 0.00% | – |
| UNIT | UNITI GROUP INC | $1,898 | -50.5% | 650 | 0.0% | 0.00% | – | |
| EDIT | New | EDITAS MEDICINE INC | $37 | – | 8 | +100.0% | 0.00% | – |
| VFC | V F CORP | $5,400 | -12.0% | 400 | 0.0% | 0.00% | – | |
| EBAY | EBAY INC. | $5,372 | +1.8% | 100 | 0.0% | 0.00% | – | |
| EMN | New | EASTMAN CHEM CO | $1,372 | – | 14 | +100.0% | 0.00% | – |
| Exit | CONTEXTLOGIC INCcl a new | $0 | – | -14 | -100.0% | 0.00% | – | |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -3 | -100.0% | 0.00% | – |
| BBC | ETFIS SER TR Ivirtus lifesc ct | $2,526 | -13.3% | 100 | 0.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $3,932 | -6.4% | 200 | 0.0% | 0.00% | – | |
| DLTR | New | DOLLAR TREE INC | $3,737 | – | 35 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $214 | – | 4 | +100.0% | 0.00% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $1,891 | -96.0% | 15 | -95.2% | 0.00% | -100.0% |
| DAL | DELTA AIR LINES INC DEL | $5,693 | -0.9% | 120 | 0.0% | 0.00% | – | |
| VWOB | New | VANGUARD WHITEHALL FDSem mk gov bd etf | $3,523 | – | 56 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $1,408 | – | 29 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $1,363 | – | 28 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC | $519 | – | 4 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $2,724 | – | 18 | +100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $1,298 | -10.0% | 68 | 0.0% | 0.00% | – | |
| FLAX | Exit | FRANKLIN TEMPLETON ETF TRfranklin asia | $0 | – | -144 | -100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $3,100 | – | 22 | +100.0% | 0.00% | – |
| LYFT | Exit | LYFT INC | $0 | – | -100 | -100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC | $915 | – | 9 | +100.0% | 0.00% | – |
| CCI | CROWN CASTLE INC | $4,885 | -7.7% | 50 | 0.0% | 0.00% | – | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,705 | -3.6% | 33 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $3,846 | +17.9% | 99 | 0.0% | 0.00% | – | |
| NET | CLOUDFLARE INC | $6,212 | -14.5% | 75 | 0.0% | 0.00% | -100.0% | |
| GLO | Sell | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $3,497 | -8.2% | 650 | -13.3% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $1,045 | – | 29 | +100.0% | 0.00% | – |
| New | CHIMERA INVT CORP | $845 | – | 66 | +100.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,602 | -14.1% | 71 | 0.0% | 0.00% | – | |
| CHGG | New | CHEGG INC | $6 | – | 2 | +100.0% | 0.00% | – |
| VCYT | VERACYTE INC | $1,084 | -2.2% | 50 | 0.0% | 0.00% | – | |
| VERALTO CORP | $3,246 | +7.7% | 34 | 0.0% | 0.00% | – | ||
| ERF | Exit | ENERPLUS CORP | $0 | – | -200 | -100.0% | 0.00% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $319 | -16.1% | 211 | +5.5% | 0.00% | – |
| CAVA GROUP INC | $6,029 | +32.4% | 65 | 0.0% | 0.00% | – | ||
| VIACA | PARAMOUNT GLOBAL | $74 | -14.9% | 4 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $4,071 | -11.0% | 383 | 0.0% | 0.00% | – | |
| KMX | New | CARMAX INC | $3,447 | – | 47 | +100.0% | 0.00% | – |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,009 | -0.3% | 452 | 0.0% | 0.00% | – | |
| VNO | New | VORNADO RLTY TRsh ben int | $1,709 | – | 65 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $1,412 | – | 18 | +100.0% | 0.00% | – |
| CARA | CARA THERAPEUTICS INC | $903 | -71.6% | 3,500 | 0.0% | 0.00% | – | |
| CABO | CABLE ONE INC | $354 | -16.3% | 1 | 0.0% | 0.00% | – | |
| CI | New | THE CIGNA GROUP | $1,653 | – | 5 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $1,782 | – | 20 | +100.0% | 0.00% | – |
| BFLY | BUTTERFLY NETWORK INC | $841 | -22.1% | 1,000 | 0.0% | 0.00% | – | |
| BRO | New | BROWN & BROWN INC | $5,722 | – | 64 | +100.0% | 0.00% | – |
| WBS | New | WEBSTER FINL CORP | $1,526 | – | 35 | +100.0% | 0.00% | – |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $1,941 | +188.8% | 51 | +218.8% | 0.00% | – | |
| BROOKFIELD CORPcl a ltd vt sh | $2,742 | -0.8% | 66 | 0.0% | 0.00% | – | ||
| WST | WEST PHARMACEUTICAL SVSC INC | $2,306 | -16.8% | 7 | 0.0% | 0.00% | – | |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,576 | – | 8 | +100.0% | 0.00% | – |
| WEX | New | WEX INC | $354 | – | 2 | +100.0% | 0.00% | – |
| BXP | Buy | BOSTON PROPERTIES INC | $4,432 | +35.7% | 72 | +44.0% | 0.00% | – |
| WOW | WIDEOPENWEST INC | $541 | +49.4% | 100 | 0.0% | 0.00% | – | |
| BWA | New | BORGWARNER INC | $1,096 | – | 34 | +100.0% | 0.00% | – |
| BLNK | New | BLINK CHARGING CO | $11 | – | 4 | +100.0% | 0.00% | – |
| BLDE | BLADE AIR MOBILITY INC | $3,914 | +22.1% | 1,125 | 0.0% | 0.00% | – | |
| BOE | Sell | BLACKROCK ENHANCED GLOBAL DI | $1,061 | -49.3% | 100 | -50.0% | 0.00% | – |
| BITF | BITFARMS LTD | $257 | +15.2% | 100 | 0.0% | 0.00% | – | |
| BIGC | New | BIGCOMMERCE HLDGS INC | $32 | – | 4 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INCads | $73 | – | 10 | +100.0% | 0.00% | – |
| BYND | Buy | BEYOND MEAT INC | $557 | -15.9% | 83 | +3.8% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $2,750 | – | 35 | +100.0% | 0.00% | – |
| BAX | BAXTER INTL INC | $1,673 | -21.7% | 50 | 0.0% | 0.00% | – | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $414 | – | 7 | +100.0% | 0.00% | – |
| AMBA | AMBARELLA INC | $2,698 | +6.3% | 50 | 0.0% | 0.00% | – | |
| New | BATH & BODY WORKS INC | $1,484 | – | 38 | +100.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $3,000 | -4.3% | 648 | 0.0% | 0.00% | – | |
| BLDP | New | BALLARD PWR SYS INC NEW | $16 | – | 7 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $972 | – | 30 | +100.0% | 0.00% | – |
| BGS | B & G FOODS INC NEW | $2,424 | -29.4% | 300 | 0.0% | 0.00% | – | |
| AVT | New | AVNET INC | $1,854 | – | 36 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY CMNTYS INC | $414 | – | 2 | +100.0% | 0.00% | – |
| WFRD | WEATHERFORD INTL PLC | $122 | +6.1% | 1 | 0.0% | 0.00% | – | |
| ATO | New | ATMOS ENERGY CORP | $1,633 | – | 14 | +100.0% | 0.00% | – |
| MANU | MANCHESTER UTD PLC NEWord cl a | $161 | +15.0% | 10 | 0.0% | 0.00% | – | |
| ASAN | New | ASANA INCcl a | $112 | – | 8 | +100.0% | 0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -18 | -100.0% | 0.00% | – |
| AWI | New | ARMSTRONG WORLD INDS INC NEW | $2,038 | – | 18 | +100.0% | 0.00% | – |
| AMPLIFY ETF TRamplify alternat | $2,374 | -20.6% | 715 | 0.0% | 0.00% | – | ||
| APH | New | AMPHENOL CORP NEWcl a | $4,851 | – | 72 | +100.0% | 0.00% | – |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $4,158 | +2.3% | 462 | 0.0% | 0.00% | – | |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $216 | – | 4 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $4,532 | -26.2% | 400 | 0.0% | 0.00% | – | |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $1,521 | – | 13 | +100.0% | 0.00% | – |
| AKBA | AKEBIA THERAPEUTICS INC | $572 | -44.3% | 561 | 0.0% | 0.00% | – | |
| FVRR | New | FIVERR INTL LTD | $94 | – | 4 | +100.0% | 0.00% | – |
| New | RISKIFIED LTD | $185 | – | 29 | +100.0% | 0.00% | – | |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $1,171 | – | 13 | +100.0% | 0.00% | – |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $5,325 | -21.2% | 100 | 0.0% | 0.00% | -100.0% | |
| ARKG | New | ARK ETF TRgenomic rev etf | $23 | – | 1 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $10 | – | 3 | +100.0% | 0.00% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $1,441 | – | 18 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $132 | – | 3 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $2,023 | – | 4 | +100.0% | 0.00% | – |
| PLUG | PLUG POWER INC | $2,004 | -32.3% | 860 | 0.0% | 0.00% | – | |
| BPOP | New | POPULAR INC | $1,503 | – | 17 | +100.0% | 0.00% | – |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $55 | -94.4% | 1 | -94.4% | 0.00% | – |
| PCRX | PACIRA BIOSCIENCES INC | $2,975 | -2.1% | 104 | 0.0% | 0.00% | – | |
| PCAR | New | PACCAR INC | $5,044 | – | 49 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS INC | $216 | +14.3% | 2 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $215 | +1.9% | 60 | 0.0% | 0.00% | – | ||
| PSA | New | PUBLIC STORAGE OPER CO | $1,726 | – | 6 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $3,189 | – | 20 | +100.0% | 0.00% | – |
| ORGANIGRAM HLDGS INC | $386 | -27.7% | 250 | 0.0% | 0.00% | – | ||
| QS | Buy | QUANTUMSCAPE CORP | $1,550 | -17.9% | 315 | +5.0% | 0.00% | – |
| MFMS | RBB FD INCmotley fool sml | $4,667 | -2.4% | 150 | 0.0% | 0.00% | – | |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -1,000 | -100.0% | -0.00% | – |
| MSEX | Exit | MIDDLESEX WTR CO | $0 | – | -200 | -100.0% | -0.00% | – |
| AVDL | Exit | AVADEL PHARMACEUTICALS PLCsponsored adr | $0 | – | -500 | -100.0% | -0.00% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -93 | -100.0% | -0.00% | – |
| Exit | AMPLIFY ETF TRamplify cybersec | $0 | – | -388 | -100.0% | -0.00% | – | |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -400 | -100.0% | -0.00% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRUrobo glb etf | $0 | – | -463 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -293 | -100.0% | -0.00% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -300 | -100.0% | -0.00% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -549 | -100.0% | -0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -400 | -100.0% | -0.00% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -698 | -100.0% | -0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -400 | -100.0% | -0.00% | – |
| BUG | Exit | GLOBAL X FDScybrscurty etf | $0 | – | -2,000 | -100.0% | -0.00% | – |
| NS | Exit | NUSTAR ENERGY LP | $0 | – | -2,150 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -2,150 | -100.0% | -0.01% | – |
| RXRX | Exit | RECURSION PHARMACEUTICALS INcl a | $0 | – | -7,336 | -100.0% | -0.01% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -1,272 | -100.0% | -0.01% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -765 | -100.0% | -0.01% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -1,425 | -100.0% | -0.01% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,300 | -100.0% | -0.02% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -5,465 | -100.0% | -0.02% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -2,640 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 7.4% |
| AMAZON COM INC | 45 | Q2 2024 | 6.2% |
| Microsoft Corporation | 45 | Q2 2024 | 6.8% |
| PEPSICO INC | 45 | Q2 2024 | 2.6% |
| MERCK & CO. INC | 45 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.2% |
| VISA INC | 45 | Q2 2024 | 2.8% |
| Enterprise Products Partners | 45 | Q2 2024 | 2.8% |
| AMGEN INC | 45 | Q2 2024 | 2.3% |
| SPDR GOLD TRUST | 45 | Q2 2024 | 2.8% |
View BALDWIN WEALTH PARTNERS LLC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-12 |
| 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 |
View BALDWIN WEALTH PARTNERS 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.