$257 Million is the total value of OPTIMUM INVESTMENT ADVISORS's 842 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 3.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOG | ALPHABET INCcap stk cl c | $3,446,000 | +8.6% | 1,191 | 0.0% | 1.34% | +0.3% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $2,417,000 | -1.5% | 4,263 | 0.0% | 0.94% | -9.0% | |
MCD | MCDONALDS CORP | $2,165,000 | +11.2% | 8,076 | 0.0% | 0.84% | +2.7% | |
NKE | NIKE INCcl b | $1,822,000 | +14.7% | 10,931 | 0.0% | 0.71% | +6.0% | |
TMO | THERMO FISHER SCIENTIFIC INC | $1,286,000 | +16.7% | 1,928 | 0.0% | 0.50% | +8.0% | |
RTX | RAYTHEON TECHNOLOGIES CORP | $1,154,000 | +0.1% | 13,410 | 0.0% | 0.45% | -7.6% | |
GS | GOLDMAN SACHS GROUP INC | $1,085,000 | +1.2% | 2,835 | 0.0% | 0.42% | -6.6% | |
TLT | ISHARES TR20 yr tr bd etf | $1,085,000 | +2.7% | 7,320 | 0.0% | 0.42% | -5.2% | |
ETN | EATON CORP PLC | $951,000 | +15.8% | 5,501 | 0.0% | 0.37% | +6.9% | |
LMT | LOCKHEED MARTIN CORP | $951,000 | +3.0% | 2,675 | 0.0% | 0.37% | -4.9% | |
GOOGL | ALPHABET INCcap stk cl a | $942,000 | +8.4% | 325 | 0.0% | 0.37% | +0.3% | |
CAT | CATERPILLAR INC | $940,000 | +7.7% | 4,545 | 0.0% | 0.37% | -0.5% | |
IIPR | INNOVATIVE INDL PPTYS INC | $931,000 | +13.8% | 3,540 | 0.0% | 0.36% | +5.2% | |
DE | DEERE & CO | $885,000 | +2.3% | 2,580 | 0.0% | 0.34% | -5.5% | |
BSCM | INVESCO EXCH TRD SLF IDX FD | $869,000 | -0.6% | 40,605 | 0.0% | 0.34% | -8.2% | |
BSCN | INVESCO EXCH TRD SLF IDX FD | $849,000 | -1.0% | 39,580 | 0.0% | 0.33% | -8.6% | |
ABT | ABBOTT LABS | $818,000 | +19.1% | 5,812 | 0.0% | 0.32% | +10.0% | |
SNPS | SYNOPSYS INC | $811,000 | +23.1% | 2,200 | 0.0% | 0.32% | +13.7% | |
NVMI | NOVA LTD | $806,000 | +43.2% | 5,500 | 0.0% | 0.31% | +32.5% | |
YUM | YUM BRANDS INC | $778,000 | +13.4% | 5,605 | 0.0% | 0.30% | +4.8% | |
LH | LABORATORY CORP AMER HLDGS | $770,000 | +11.6% | 2,450 | 0.0% | 0.30% | +3.1% | |
BAC | BK OF AMERICA CORP | $762,000 | +4.8% | 17,133 | 0.0% | 0.30% | -2.9% | |
DGRO | ISHARES TRcore div grwth | $742,000 | +10.6% | 13,350 | 0.0% | 0.29% | +2.1% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $733,000 | -1.2% | 33,555 | 0.0% | 0.28% | -8.9% | |
NEE | NEXTERA ENERGY INC | $710,000 | +18.9% | 7,600 | 0.0% | 0.28% | +9.5% | |
CLX | CLOROX CO DEL | $660,000 | +5.3% | 3,787 | 0.0% | 0.26% | -2.7% | |
KOMP | SPDR SER TRs&p kensho new | $580,000 | -3.2% | 9,839 | 0.0% | 0.23% | -10.3% | |
CB | CHUBB LIMITED | $578,000 | +11.4% | 2,990 | 0.0% | 0.22% | +2.7% | |
MUB | ISHARES TRnational mun etf | $577,000 | +0.2% | 4,960 | 0.0% | 0.22% | -7.4% | |
EFA | ISHARES TRmsci eafe etf | $559,000 | +0.9% | 7,108 | 0.0% | 0.22% | -6.4% | |
TGT | TARGET CORP | $556,000 | +1.1% | 2,404 | 0.0% | 0.22% | -6.9% | |
SPG | SIMON PPTY GROUP INC NEW | $540,000 | +23.0% | 3,378 | 0.0% | 0.21% | +13.5% | |
TSCO | TRACTOR SUPPLY CO | $537,000 | +17.8% | 2,250 | 0.0% | 0.21% | +8.9% | |
AMAT | APPLIED MATLS INC | $534,000 | +22.2% | 3,391 | 0.0% | 0.21% | +13.0% | |
AFL | AFLAC INC | $528,000 | +11.9% | 9,050 | 0.0% | 0.21% | +3.5% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $526,000 | +4.2% | 36,600 | 0.0% | 0.20% | -3.8% | |
FDUS | FIDUS INVT CORP | $494,000 | +3.1% | 27,448 | 0.0% | 0.19% | -5.0% | |
CVS | CVS HEALTH CORP | $491,000 | +21.5% | 4,756 | 0.0% | 0.19% | +12.4% | |
STAG | STAG INDL INC | $476,000 | +22.4% | 9,918 | 0.0% | 0.18% | +12.8% | |
HOLX | HOLOGIC INC | $463,000 | +3.6% | 6,050 | 0.0% | 0.18% | -4.3% | |
GD | GENERAL DYNAMICS CORP | $453,000 | +6.3% | 2,172 | 0.0% | 0.18% | -2.2% | |
PKG | PACKAGING CORP AMER | $449,000 | -1.1% | 3,300 | 0.0% | 0.18% | -8.4% | |
APH | AMPHENOL CORP NEWcl a | $439,000 | +19.3% | 5,024 | 0.0% | 0.17% | +10.3% | |
DRI | DARDEN RESTAURANTS INC | $386,000 | -0.5% | 2,560 | 0.0% | 0.15% | -8.5% | |
ACN | ACCENTURE PLC IRELAND | $383,000 | +29.4% | 925 | 0.0% | 0.15% | +19.2% | |
IJH | ISHARES TRcore s&p mcp etf | $382,000 | +7.6% | 1,350 | 0.0% | 0.15% | -0.7% | |
LOW | LOWES COS INC | $375,000 | +27.6% | 1,450 | 0.0% | 0.15% | +17.7% | |
LYB | LYONDELLBASELL INDUSTRIES N | $369,000 | -1.6% | 4,000 | 0.0% | 0.14% | -8.9% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $365,000 | +7.7% | 705 | 0.0% | 0.14% | -0.7% | |
LLY | LILLY ELI & CO | $359,000 | +19.7% | 1,300 | 0.0% | 0.14% | +11.1% | |
MCK | MCKESSON CORP | $358,000 | +24.7% | 1,441 | 0.0% | 0.14% | +14.9% | |
NFLX | NETFLIX INC | $358,000 | -1.4% | 595 | 0.0% | 0.14% | -9.2% | |
ORI | OLD REP INTL CORP | $351,000 | +6.0% | 14,300 | 0.0% | 0.14% | -2.1% | |
MMM | 3M CO | $341,000 | +1.2% | 1,921 | 0.0% | 0.13% | -6.3% | |
SPSB | SPDR SER TRportfolio short | $339,000 | -0.9% | 10,933 | 0.0% | 0.13% | -8.3% | |
PANW | PALO ALTO NETWORKS INC | $334,000 | +16.4% | 600 | 0.0% | 0.13% | +7.4% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $323,000 | -1.5% | 3,975 | 0.0% | 0.13% | -8.7% | |
FITB | FIFTH THIRD BANCORP | $318,000 | +2.9% | 7,292 | 0.0% | 0.12% | -4.6% | |
EW | EDWARDS LIFESCIENCES CORP | $315,000 | +14.5% | 2,432 | 0.0% | 0.12% | +6.0% | |
MINT | PIMCO ETF TRenhan shrt ma ac | $310,000 | -0.3% | 3,050 | 0.0% | 0.12% | -7.6% | |
CNI | CANADIAN NATL RY CO | $305,000 | +6.3% | 2,480 | 0.0% | 0.12% | -1.7% | |
AON | AON PLC | $301,000 | +5.2% | 1,000 | 0.0% | 0.12% | -3.3% | |
ZS | ZSCALER INC | $297,000 | +22.2% | 925 | 0.0% | 0.12% | +13.7% | |
NSC | NORFOLK SOUTHN CORP | $290,000 | +24.5% | 975 | 0.0% | 0.11% | +15.3% | |
NUV | NUVEEN MUN VALUE FD INC | $285,000 | -8.4% | 27,500 | 0.0% | 0.11% | -15.3% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $286,000 | +8.7% | 2,532 | 0.0% | 0.11% | 0.0% | |
MEDP | MEDPACE HLDGS INC | $270,000 | +14.9% | 1,241 | 0.0% | 0.10% | +6.1% | |
ADM | ARCHER DANIELS MIDLAND CO | $269,000 | +12.6% | 3,976 | 0.0% | 0.10% | +4.0% | |
AXP | AMERICAN EXPRESS CO | $262,000 | -2.2% | 1,600 | 0.0% | 0.10% | -9.7% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $259,000 | +15.6% | 435 | 0.0% | 0.10% | +7.4% | |
CMCSA | COMCAST CORP NEWcl a | $257,000 | -10.1% | 5,108 | 0.0% | 0.10% | -17.4% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $258,000 | +10.7% | 4,953 | 0.0% | 0.10% | +2.0% | |
CNC | CENTENE CORP DEL | $247,000 | +32.1% | 3,000 | 0.0% | 0.10% | +21.5% | |
IEF | ISHARES TRbarclays 7 10 yr | $247,000 | -0.4% | 2,150 | 0.0% | 0.10% | -8.6% | |
LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $245,000 | -1.2% | 4,900 | 0.0% | 0.10% | -9.5% | |
GPN | GLOBAL PMTS INC | $234,000 | -14.3% | 1,734 | 0.0% | 0.09% | -20.9% | |
IUSV | ISHARES TRcore s&p us vlu | $229,000 | +7.5% | 3,000 | 0.0% | 0.09% | -1.1% | |
XLNX | XILINX INC | $228,000 | +40.7% | 1,074 | 0.0% | 0.09% | +30.9% | |
ISTB | ISHARES TRcore 1 5 yr usd | $217,000 | -1.4% | 4,300 | 0.0% | 0.08% | -9.7% | |
OTIS | OTIS WORLDWIDE CORP | $212,000 | +6.0% | 2,434 | 0.0% | 0.08% | -1.2% | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $207,000 | +26.2% | 1,000 | 0.0% | 0.08% | +17.4% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $205,000 | +0.5% | 3,220 | 0.0% | 0.08% | -7.0% | |
CAH | CARDINAL HEALTH INC | $206,000 | +4.0% | 4,000 | 0.0% | 0.08% | -3.6% | |
PTC | PTC INC | $206,000 | +1.0% | 1,700 | 0.0% | 0.08% | -7.0% | |
TXN | TEXAS INSTRS INC | $203,000 | -1.9% | 1,076 | 0.0% | 0.08% | -9.2% | |
ARES | ARES MANAGEMENT CORPORATION | $203,000 | +9.7% | 2,500 | 0.0% | 0.08% | +1.3% | |
SPYD | SPDR SER TRprtflo s&p500 hi | $200,000 | +7.5% | 4,762 | 0.0% | 0.08% | 0.0% | |
PAYX | PAYCHEX INC | $198,000 | +21.5% | 1,450 | 0.0% | 0.08% | +11.6% | |
WDC | WESTERN DIGITAL CORP. | $196,000 | +16.0% | 3,000 | 0.0% | 0.08% | +7.0% | |
DLR | DIGITAL RLTY TR INC | $195,000 | +22.6% | 1,100 | 0.0% | 0.08% | +13.4% | |
MIN | MFS INTER INCOME TRsh ben int | $194,000 | -0.5% | 53,991 | 0.0% | 0.08% | -7.3% | |
CBRE | CBRE GROUP INCcl a | $190,000 | +11.8% | 1,750 | 0.0% | 0.07% | +2.8% | |
ITA | ISHARES TRus aer def etf | $190,000 | -1.6% | 1,850 | 0.0% | 0.07% | -8.6% | |
IP | INTERNATIONAL PAPER CO | $189,000 | -16.0% | 4,030 | 0.0% | 0.07% | -22.1% | |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $187,000 | -1.1% | 3,075 | 0.0% | 0.07% | -8.8% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $184,000 | +12.2% | 2,550 | 0.0% | 0.07% | +4.3% | |
APD | AIR PRODS & CHEMS INC | $186,000 | +19.2% | 610 | 0.0% | 0.07% | +9.1% | |
IJR | ISHARES TRcore s&p scp etf | $186,000 | +5.1% | 1,622 | 0.0% | 0.07% | -4.0% | |
HUBB | HUBBELL INC | $184,000 | +15.0% | 884 | 0.0% | 0.07% | +7.5% | |
CMI | CUMMINS INC | $185,000 | -3.1% | 850 | 0.0% | 0.07% | -10.0% | |
CAMT | CAMTEK LTDord | $184,000 | +13.6% | 4,000 | 0.0% | 0.07% | +5.9% | |
BIV | VANGUARD BD INDEX FDSintermed term | $184,000 | -2.1% | 2,100 | 0.0% | 0.07% | -8.9% | |
GLW | CORNING INC | $182,000 | +1.7% | 4,900 | 0.0% | 0.07% | -5.3% | |
EQR | EQUITY RESIDENTIALsh ben int | $181,000 | +11.7% | 2,000 | 0.0% | 0.07% | +2.9% | |
ELS | EQUITY LIFESTYLE PPTYS INC | $180,000 | +12.5% | 2,050 | 0.0% | 0.07% | +4.5% | |
IAU | ISHARES GOLD TRishares new | $180,000 | +4.0% | 5,177 | 0.0% | 0.07% | -4.1% | |
OKTA | OKTA INCcl a | $179,000 | -5.8% | 800 | 0.0% | 0.07% | -12.5% | |
VLO | VALERO ENERGY CORP | $180,000 | +6.5% | 2,399 | 0.0% | 0.07% | -1.4% | |
IDXX | IDEXX LABS INC | $171,000 | +5.6% | 260 | 0.0% | 0.07% | -1.5% | |
IJT | ISHARES TRs&p sml 600 gwt | $172,000 | +6.8% | 1,240 | 0.0% | 0.07% | -1.5% | |
HAIL | SPDR SER TRs&p kensho smart | $171,000 | +1.2% | 3,093 | 0.0% | 0.07% | -5.6% | |
NZF | NUVEEN MUNICIPAL CREDIT INC | $168,000 | +2.4% | 9,831 | 0.0% | 0.06% | -5.8% | |
DOV | DOVER CORP | $168,000 | +16.7% | 925 | 0.0% | 0.06% | +6.6% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $164,000 | +13.9% | 800 | 0.0% | 0.06% | +4.9% | |
SUI | SUN CMNTYS INC | $163,000 | +14.0% | 775 | 0.0% | 0.06% | +5.0% | |
SUB | ISHARES TRshrt nat mun etf | $161,000 | 0.0% | 1,500 | 0.0% | 0.06% | -7.4% | |
RS | RELIANCE STEEL & ALUMINUM CO | $162,000 | +14.1% | 1,000 | 0.0% | 0.06% | +5.0% | |
IWO | ISHARES TRrus 2000 grw etf | $160,000 | -0.6% | 547 | 0.0% | 0.06% | -8.8% | |
DIOD | DIODES INC | $155,000 | +21.1% | 1,413 | 0.0% | 0.06% | +11.1% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $154,000 | +14.9% | 3,500 | 0.0% | 0.06% | +7.1% | |
CRM | SALESFORCE COM INC | $152,000 | -6.7% | 600 | 0.0% | 0.06% | -14.5% | |
KMB | KIMBERLY-CLARK CORP | $152,000 | +7.8% | 1,067 | 0.0% | 0.06% | 0.0% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $150,000 | +13.6% | 1,293 | 0.0% | 0.06% | +3.6% | |
SCHW | SCHWAB CHARLES CORP | $148,000 | +14.7% | 1,765 | 0.0% | 0.06% | +7.4% | |
AIRC | APARTMENT INCOME REIT CORP | $147,000 | +12.2% | 2,684 | 0.0% | 0.06% | +3.6% | |
WFC | WELLS FARGO CO NEW | $143,000 | +3.6% | 2,976 | 0.0% | 0.06% | -3.4% | |
D | DOMINION ENERGY INC | $144,000 | +7.5% | 1,835 | 0.0% | 0.06% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $140,000 | +11.1% | 850 | 0.0% | 0.06% | +3.8% | |
FITE | SPDR SER TRs&p kensho futre | $140,000 | +4.5% | 2,663 | 0.0% | 0.06% | -1.8% | |
XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $135,000 | +7.1% | 2,500 | 0.0% | 0.05% | 0.0% | |
FIVN | FIVE9 INC | $137,000 | -14.4% | 1,000 | 0.0% | 0.05% | -20.9% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $134,000 | +7.2% | 3,200 | 0.0% | 0.05% | -1.9% | |
ONEQ | FIDELITY COMWLTH TR | $133,000 | +8.1% | 2,190 | 0.0% | 0.05% | 0.0% | |
IVZ | INVESCO LTD | $134,000 | -4.3% | 5,800 | 0.0% | 0.05% | -11.9% | |
PJUN | INNOVATOR ETFS TRus eqty pwr buf | $129,000 | +4.0% | 4,000 | 0.0% | 0.05% | -3.8% | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $129,000 | -3.0% | 3,600 | 0.0% | 0.05% | -10.7% | |
STZ | CONSTELLATION BRANDS INCcl a | $125,000 | +19.0% | 500 | 0.0% | 0.05% | +11.4% | |
QTEC | FIRST TR NASDAQ 100 TECH IND | $125,000 | +10.6% | 715 | 0.0% | 0.05% | +2.1% | |
NDAQ | NASDAQ INC | $126,000 | +8.6% | 600 | 0.0% | 0.05% | 0.0% | |
TXT | TEXTRON INC | $124,000 | +10.7% | 1,600 | 0.0% | 0.05% | +2.1% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $123,000 | +0.8% | 2,000 | 0.0% | 0.05% | -5.9% | |
JBHT | HUNT J B TRANS SVCS INC | $123,000 | +23.0% | 600 | 0.0% | 0.05% | +14.3% | |
CME | CME GROUP INC | $120,000 | +17.6% | 525 | 0.0% | 0.05% | +9.3% | |
WELL | WELLTOWER INC | $120,000 | +4.3% | 1,400 | 0.0% | 0.05% | -2.1% | |
CM | CANADIAN IMP BK COMM | $117,000 | +4.5% | 1,002 | 0.0% | 0.05% | -2.1% | |
ROKT | SPDR SER TRs&p kensho final | $117,000 | +0.9% | 2,924 | 0.0% | 0.05% | -6.1% | |
NBB | NUVEEN TAXABLE MUNICPAL INM | $115,000 | -0.9% | 5,055 | 0.0% | 0.04% | -8.2% | |
JBL | JABIL INC | $116,000 | +20.8% | 1,650 | 0.0% | 0.04% | +12.5% | |
LIN | LINDE PLC | $114,000 | +16.3% | 330 | 0.0% | 0.04% | +7.3% | |
ENPH | ENPHASE ENERGY INC | $110,000 | +22.2% | 600 | 0.0% | 0.04% | +13.2% | |
BFS | SAUL CTRS INC | $111,000 | +19.4% | 2,100 | 0.0% | 0.04% | +10.3% | |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $107,000 | -1.8% | 2,200 | 0.0% | 0.04% | -8.7% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $105,000 | +9.4% | 500 | 0.0% | 0.04% | +2.5% | |
IYT | ISHARES TRus trsprtion | $105,000 | +14.1% | 380 | 0.0% | 0.04% | +5.1% | |
AOS | SMITH A O CORP | $104,000 | +40.5% | 1,210 | 0.0% | 0.04% | +29.0% | |
PSEP | INNOVATOR ETFS TRus eqty pwr buf | $103,000 | +4.0% | 3,400 | 0.0% | 0.04% | -4.8% | |
FCX | FREEPORT-MCMORAN INCcl b | $103,000 | +27.2% | 2,475 | 0.0% | 0.04% | +17.6% | |
DGX | QUEST DIAGNOSTICS INC | $104,000 | +19.5% | 600 | 0.0% | 0.04% | +8.1% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $101,000 | -1.0% | 1,990 | 0.0% | 0.04% | -9.3% | |
IWV | ISHARES TRrussell 3000 etf | $99,000 | +10.0% | 355 | 0.0% | 0.04% | +2.6% | |
IYH | ISHARES TRus hlthcare etf | $100,000 | +8.7% | 333 | 0.0% | 0.04% | 0.0% | |
DOW | DOW INC | $97,000 | -1.0% | 1,704 | 0.0% | 0.04% | -7.3% | |
MDT | MEDTRONIC PLC | $98,000 | -17.6% | 950 | 0.0% | 0.04% | -24.0% | |
IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $96,000 | +7.9% | 500 | 0.0% | 0.04% | -2.6% | |
FRME | FIRST MERCHANTS CORP | $94,000 | 0.0% | 2,253 | 0.0% | 0.04% | -7.5% | |
ILMN | ILLUMINA INC | $95,000 | -5.9% | 250 | 0.0% | 0.04% | -14.0% | |
WRB | BERKLEY W R CORP | $93,000 | +13.4% | 1,125 | 0.0% | 0.04% | +2.9% | |
NXPI | NXP SEMICONDUCTORS N V | $92,000 | +15.0% | 406 | 0.0% | 0.04% | +5.9% | |
NVS | NOVARTIS AGsponsored adr | $89,000 | +7.2% | 1,015 | 0.0% | 0.04% | 0.0% | |
BWA | BORGWARNER INC | $89,000 | +3.5% | 1,983 | 0.0% | 0.04% | -2.8% | |
PSK | SPDR SER TRice pfd sec etf | $90,000 | -1.1% | 2,100 | 0.0% | 0.04% | -7.9% | |
PAAS | PAN AMERN SILVER CORP | $90,000 | +7.1% | 3,606 | 0.0% | 0.04% | 0.0% | |
SMH | VANECK ETF TRUSTsemiconductr etf | $88,000 | +20.5% | 284 | 0.0% | 0.03% | +9.7% | |
SMCI | SUPER MICRO COMPUTER INC | $88,000 | +20.5% | 2,000 | 0.0% | 0.03% | +9.7% | |
VFC | V F CORP | $88,000 | +10.0% | 1,200 | 0.0% | 0.03% | 0.0% | |
IPGP | IPG PHOTONICS CORP | $86,000 | +8.9% | 500 | 0.0% | 0.03% | 0.0% | |
NTR | NUTRIEN LTD | $84,000 | +16.7% | 1,115 | 0.0% | 0.03% | +10.0% | |
BIIB | BIOGEN INC | $84,000 | -15.2% | 351 | 0.0% | 0.03% | -21.4% | |
J | JACOBS ENGR GROUP INC | $84,000 | +5.0% | 600 | 0.0% | 0.03% | -2.9% | |
IGHG | PROSHARES TRinvt int rt hg | $84,000 | -2.3% | 1,134 | 0.0% | 0.03% | -8.3% | |
GDX | VANECK ETF TRUSTgold miners etf | $83,000 | +7.8% | 2,600 | 0.0% | 0.03% | 0.0% | |
ANTM | ANTHEM INC | $83,000 | +23.9% | 180 | 0.0% | 0.03% | +14.3% | |
HPI | HANCOCK JOHN PFD INCOME FDsh ben int | $81,000 | -3.6% | 3,900 | 0.0% | 0.03% | -8.6% | |
UFPI | UFP INDUSTRIES INC | $83,000 | +36.1% | 900 | 0.0% | 0.03% | +23.1% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $80,000 | +9.6% | 1,200 | 0.0% | 0.03% | 0.0% | |
GIS | GENERAL MLS INC | $79,000 | +12.9% | 1,168 | 0.0% | 0.03% | +3.3% | |
BSCP | INVESCO EXCH TRD SLF IDX FD | $77,000 | -1.3% | 3,500 | 0.0% | 0.03% | -9.1% | |
UJUN | INNOVATOR ETFS TRus eqt ultra bf | $78,000 | +2.6% | 2,650 | 0.0% | 0.03% | -6.2% | |
ED | CONSOLIDATED EDISON INC | $77,000 | +18.5% | 900 | 0.0% | 0.03% | +11.1% | |
MGK | VANGUARD WORLD FDmega grwth ind | $78,000 | +11.4% | 300 | 0.0% | 0.03% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $78,000 | -11.4% | 700 | 0.0% | 0.03% | -18.9% | |
PEAK | HEALTHPEAK PROPERTIES INC | $77,000 | +8.5% | 2,130 | 0.0% | 0.03% | 0.0% | |
NTRS | NORTHERN TR CORP | $78,000 | +11.4% | 650 | 0.0% | 0.03% | 0.0% | |
BRMK | BROADMARK RLTY CAP INC | $75,000 | -5.1% | 8,000 | 0.0% | 0.03% | -12.1% | |
IWS | ISHARES TRrus mdcp val etf | $72,000 | +7.5% | 591 | 0.0% | 0.03% | 0.0% | |
HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $72,000 | 0.0% | 1,500 | 0.0% | 0.03% | -6.7% | |
VMI | VALMONT INDS INC | $70,000 | +6.1% | 280 | 0.0% | 0.03% | -3.6% | |
IVE | ISHARES TRs&p 500 val etf | $70,000 | +7.7% | 450 | 0.0% | 0.03% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $70,000 | -12.5% | 550 | 0.0% | 0.03% | -20.6% | |
CIK | CREDIT SUISSE ASSET MGMT INC | $69,000 | 0.0% | 20,000 | 0.0% | 0.03% | -6.9% | |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $69,000 | +4.5% | 300 | 0.0% | 0.03% | -3.6% | |
WM | WASTE MGMT INC DEL | $67,000 | +11.7% | 400 | 0.0% | 0.03% | +4.0% | |
VC | VISTEON CORP | $67,000 | +17.5% | 600 | 0.0% | 0.03% | +8.3% | |
ALTUS MIDSTREAM CO | $67,000 | -11.8% | 1,100 | 0.0% | 0.03% | -18.8% | ||
UBER | UBER TECHNOLOGIES INC | $67,000 | -6.9% | 1,605 | 0.0% | 0.03% | -13.3% | |
ARKK | ARK ETF TRinnovation etf | $66,000 | -14.3% | 700 | 0.0% | 0.03% | -18.8% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $68,000 | +15.3% | 750 | 0.0% | 0.03% | +4.0% | |
IXJ | ISHARES TRglob hlthcre etf | $65,000 | +8.3% | 720 | 0.0% | 0.02% | 0.0% | |
EFR | EATON VANCE SR FLTNG RTE TR | $63,000 | 0.0% | 4,300 | 0.0% | 0.02% | -7.4% | |
SOXX | ISHARES TRishares semicdtr | $63,000 | +21.2% | 117 | 0.0% | 0.02% | +13.6% | |
VICR | VICOR CORP | $63,000 | -6.0% | 500 | 0.0% | 0.02% | -10.7% | |
JFR | NUVEEN FLOATING RATE INCOME | $63,000 | +1.6% | 6,200 | 0.0% | 0.02% | -3.8% | |
ARW | ARROW ELECTRS INC | $64,000 | +20.8% | 475 | 0.0% | 0.02% | +13.6% | |
MAT | MATTEL INC | $65,000 | +16.1% | 3,000 | 0.0% | 0.02% | +4.2% | |
MNR | MONMOUTH REAL ESTATE INVT COcl a | $63,000 | +12.5% | 3,000 | 0.0% | 0.02% | +4.2% | |
MDLZ | MONDELEZ INTL INCcl a | $63,000 | +14.5% | 950 | 0.0% | 0.02% | +8.7% | |
ADP | AUTOMATIC DATA PROCESSING IN | $62,000 | +24.0% | 250 | 0.0% | 0.02% | +14.3% | |
GNMA | ISHARES TRgnma bond etf | $61,000 | 0.0% | 1,217 | 0.0% | 0.02% | -7.7% | |
BLW | BLACKROCK LTD DURATION INCOM | $62,000 | -1.6% | 3,700 | 0.0% | 0.02% | -11.1% | |
SRVR | PACER FDS TRbnchmrk infra | $61,000 | +13.0% | 1,400 | 0.0% | 0.02% | +4.3% | |
ADI | ANALOG DEVICES INC | $62,000 | +5.1% | 351 | 0.0% | 0.02% | -4.0% | |
DFS | DISCOVER FINL SVCS | $58,000 | -4.9% | 500 | 0.0% | 0.02% | -11.5% | |
BHP | BHP GROUP LTDsponsored ads | $60,000 | +11.1% | 1,000 | 0.0% | 0.02% | 0.0% | |
IGN | ISHARES TRna tec multm etf | $59,000 | +22.9% | 700 | 0.0% | 0.02% | +15.0% | |
ISCG | ISHARES TRmrgstr sm cp gr | $60,000 | +1.7% | 1,200 | 0.0% | 0.02% | -8.0% | |
BUSE | FIRST BUSEY CORP | $60,000 | +9.1% | 2,215 | 0.0% | 0.02% | 0.0% | |
TM | TOYOTA MOTOR CORPads | $56,000 | +5.7% | 300 | 0.0% | 0.02% | 0.0% | |
DIN | DINE BRANDS GLOBAL INC | $57,000 | -6.6% | 750 | 0.0% | 0.02% | -15.4% | |
DD | DUPONT DE NEMOURS INC | $57,000 | +18.8% | 704 | 0.0% | 0.02% | +10.0% | |
WAT | WATERS CORP | $56,000 | +3.7% | 150 | 0.0% | 0.02% | -4.3% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $56,000 | +5.7% | 200 | 0.0% | 0.02% | 0.0% | |
NOW | SERVICENOW INC | $56,000 | +3.7% | 87 | 0.0% | 0.02% | -4.3% | |
FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $56,000 | +3.7% | 1,000 | 0.0% | 0.02% | -4.3% | |
SE | SEA LTDsponsord ads | $56,000 | -30.0% | 250 | 0.0% | 0.02% | -35.3% | |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $56,000 | +36.6% | 500 | 0.0% | 0.02% | +29.4% | |
NEP | NEXTERA ENERGY PARTNERS LP | $55,000 | +12.2% | 650 | 0.0% | 0.02% | 0.0% | |
KOCT | INNOVATOR ETFS TRus sml cp pwr b | $55,000 | +1.9% | 2,000 | 0.0% | 0.02% | -8.7% | |
PH | PARKER-HANNIFIN CORP | $53,000 | +12.8% | 168 | 0.0% | 0.02% | +5.0% | |
RCL | ROYAL CARIBBEAN GROUP | $54,000 | -12.9% | 700 | 0.0% | 0.02% | -19.2% | |
FCPT | FOUR CORNERS PPTY TR INC | $53,000 | +8.2% | 1,815 | 0.0% | 0.02% | 0.0% | |
TFI | SPDR SER TRnuveen blmbrg mu | $52,000 | 0.0% | 1,000 | 0.0% | 0.02% | -9.1% | |
FISR | SSGA ACTIVE TRspdr ssga fxd | $51,000 | 0.0% | 1,650 | 0.0% | 0.02% | -4.8% | |
PPT | PUTNAM PREMIER INCOME TRsh ben int | $51,000 | -7.3% | 12,000 | 0.0% | 0.02% | -13.0% | |
MNST | MONSTER BEVERAGE CORP NEW | $48,000 | +9.1% | 500 | 0.0% | 0.02% | 0.0% | |
EFG | ISHARES TReafe grwth etf | $49,000 | +2.1% | 447 | 0.0% | 0.02% | -5.0% | |
PM | PHILIP MORRIS INTL INC | $48,000 | +2.1% | 500 | 0.0% | 0.02% | -5.0% | |
HEWJ | ISHARES TRhdg msci japan | $48,000 | 0.0% | 1,200 | 0.0% | 0.02% | -5.0% | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $49,000 | 0.0% | 2,500 | 0.0% | 0.02% | -9.5% | |
WST | WEST PHARMACEUTICAL SVSC INC | $47,000 | +11.9% | 100 | 0.0% | 0.02% | 0.0% | |
IYJ | ISHARES TRus industrials | $45,000 | +4.7% | 400 | 0.0% | 0.02% | 0.0% | |
IYM | ISHARES TRu.s. bas mtl etf | $45,000 | +12.5% | 320 | 0.0% | 0.02% | +5.9% | |
CORN | TEUCRIUM COMMODITY TR | $45,000 | +7.1% | 2,100 | 0.0% | 0.02% | 0.0% | |
HBI | HANESBRANDS INC | $47,000 | -2.1% | 2,800 | 0.0% | 0.02% | -10.0% | |
FTV | FORTIVE CORP | $46,000 | +9.5% | 600 | 0.0% | 0.02% | 0.0% | |
DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $45,000 | +2.3% | 500 | 0.0% | 0.02% | -5.3% | |
ALB | ALBEMARLE CORP | $47,000 | +6.8% | 200 | 0.0% | 0.02% | -5.3% | |
BDX | BECTON DICKINSON & CO | $47,000 | +2.2% | 188 | 0.0% | 0.02% | -5.3% | |
BURL | BURLINGTON STORES INC | $44,000 | +2.3% | 150 | 0.0% | 0.02% | -5.6% | |
ASB | ASSOCIATED BANC CORP | $43,000 | +7.5% | 1,882 | 0.0% | 0.02% | 0.0% | |
JPS | NUVEEN PFD & INCM SECURTIES | $43,000 | 0.0% | 4,400 | 0.0% | 0.02% | -5.6% | |
OTTR | OTTER TAIL CORP | $43,000 | +26.5% | 600 | 0.0% | 0.02% | +21.4% | |
NOBL | PROSHARES TRs&p 500 dv arist | $44,000 | +10.0% | 450 | 0.0% | 0.02% | 0.0% | |
THCX | SPINNAKER ETF SERIEScannabis etf | $44,000 | -34.3% | 5,200 | 0.0% | 0.02% | -39.3% | |
IWP | ISHARES TRrus md cp gr etf | $41,000 | +5.1% | 352 | 0.0% | 0.02% | 0.0% | |
BSM | BLACK STONE MINERALS L P | $41,000 | -14.6% | 4,000 | 0.0% | 0.02% | -20.0% | |
WNS | WNS HLDGS LTDspon adr | $40,000 | +8.1% | 450 | 0.0% | 0.02% | 0.0% | |
ALV | AUTOLIV INC | $41,000 | +20.6% | 400 | 0.0% | 0.02% | +14.3% | |
CXW | CORECIVIC INC | $40,000 | +11.1% | 4,000 | 0.0% | 0.02% | +6.7% | |
AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $42,000 | -2.3% | 3,500 | 0.0% | 0.02% | -11.1% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $41,000 | +10.8% | 1,000 | 0.0% | 0.02% | 0.0% | |
NUSI | ETF SER SOLUTIONSnationwide nasdq | $42,000 | +2.4% | 1,490 | 0.0% | 0.02% | -5.9% | |
EXC | EXELON CORP | $42,000 | +20.0% | 722 | 0.0% | 0.02% | +6.7% | |
JNK | SPDR SER TRbloomberg high y | $42,000 | 0.0% | 384 | 0.0% | 0.02% | -11.1% | |
ABMD | ABIOMED INC | $41,000 | +10.8% | 115 | 0.0% | 0.02% | 0.0% | |
ALIMERA SCIENCES INC | $42,000 | +23.5% | 8,108 | 0.0% | 0.02% | +14.3% | ||
CLDT | CHATHAM LODGING TR | $41,000 | +10.8% | 3,000 | 0.0% | 0.02% | 0.0% | |
TCBK | TRICO BANCSHARES | $38,000 | 0.0% | 884 | 0.0% | 0.02% | -6.2% | |
DAL | DELTA AIR LINES INC DEL | $39,000 | -9.3% | 1,000 | 0.0% | 0.02% | -16.7% | |
DXCM | DEXCOM INC | $38,000 | 0.0% | 70 | 0.0% | 0.02% | -6.2% | |
GOLD | BARRICK GOLD CORP | $38,000 | +2.7% | 2,026 | 0.0% | 0.02% | -6.2% | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $39,000 | -2.5% | 900 | 0.0% | 0.02% | -11.8% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $39,000 | +5.4% | 1,055 | 0.0% | 0.02% | -6.2% | |
CROX | CROCS INC | $38,000 | -11.6% | 300 | 0.0% | 0.02% | -16.7% | |
HAL | HALLIBURTON CO | $36,000 | +5.9% | 1,592 | 0.0% | 0.01% | 0.0% | |
LEG | LEGGETT & PLATT INC | $37,000 | -7.5% | 900 | 0.0% | 0.01% | -17.6% | |
YUMC | YUM CHINA HLDGS INC | $35,000 | -14.6% | 700 | 0.0% | 0.01% | -17.6% | |
CLF | CLEVELAND-CLIFFS INC NEW | $37,000 | +8.8% | 1,700 | 0.0% | 0.01% | 0.0% | |
TBT | PROSHARES TR | $37,000 | -7.5% | 2,200 | 0.0% | 0.01% | -17.6% | |
PNR | PENTAIR PLC | $37,000 | +2.8% | 500 | 0.0% | 0.01% | -6.7% | |
TX | TERNIUM SAsponsored ads | $33,000 | +3.1% | 750 | 0.0% | 0.01% | 0.0% | |
WMB | WILLIAMS COS INC | $34,000 | 0.0% | 1,293 | 0.0% | 0.01% | -7.1% | |
EVV | EATON VANCE LTD DURATION INC | $33,000 | 0.0% | 2,500 | 0.0% | 0.01% | -7.1% | |
VRTX | VERTEX PHARMACEUTICALS INC | $33,000 | +22.2% | 150 | 0.0% | 0.01% | +18.2% | |
RGLD | ROYAL GOLD INC | $33,000 | +10.0% | 315 | 0.0% | 0.01% | 0.0% | |
LAND | GLADSTONE LD CORP | $34,000 | +47.8% | 1,000 | 0.0% | 0.01% | +30.0% | |
WHR | WHIRLPOOL CORP | $33,000 | +13.8% | 141 | 0.0% | 0.01% | +8.3% | |
HPQ | HP INC | $32,000 | +39.1% | 839 | 0.0% | 0.01% | +20.0% | |
NICE | NICE LTDsponsored adr | $30,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% | |
BGT | BLACKROCK GLOBAL FLOATING RA | $32,000 | +3.2% | 2,300 | 0.0% | 0.01% | -7.7% | |
HYT | BLACKROCK CORPOR HI YLD FD I | $30,000 | +3.4% | 2,400 | 0.0% | 0.01% | 0.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $31,000 | -6.1% | 1,650 | 0.0% | 0.01% | -14.3% | |
OHI | OMEGA HEALTHCARE INVS INC | $30,000 | 0.0% | 1,000 | 0.0% | 0.01% | -7.7% | |
LKQ | LKQ CORP | $30,000 | +20.0% | 500 | 0.0% | 0.01% | +9.1% | |
DEA | EASTERLY GOVT PPTYS INC | $32,000 | +10.3% | 1,400 | 0.0% | 0.01% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $32,000 | -17.9% | 750 | 0.0% | 0.01% | -25.0% | |
HSIC | HENRY SCHEIN INC | $31,000 | +3.3% | 400 | 0.0% | 0.01% | -7.7% | |
PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $31,000 | +10.7% | 200 | 0.0% | 0.01% | 0.0% | |
PJUL | INNOVATOR ETFS TRus eqty pwr buf | $31,000 | +3.3% | 1,000 | 0.0% | 0.01% | -7.7% | |
IIVI | II-VI INC | $27,000 | +12.5% | 402 | 0.0% | 0.01% | +10.0% | |
EXI | ISHARES TRglob indstrl etf | $27,000 | +8.0% | 217 | 0.0% | 0.01% | 0.0% | |
CI | CIGNA CORP NEW | $29,000 | +16.0% | 125 | 0.0% | 0.01% | 0.0% | |
TZA | DIREXION SHS ETF TRdaily sm cp bear | $27,000 | -12.9% | 1,000 | 0.0% | 0.01% | -15.4% | |
EFX | EQUIFAX INC | $29,000 | +16.0% | 100 | 0.0% | 0.01% | 0.0% | |
HTY | HANCOCK JOHN INVT TRtax adv glb sh | $26,000 | 0.0% | 4,000 | 0.0% | 0.01% | -9.1% | |
BOH | BANK HAWAII CORP | $25,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% | |
EXP | EAGLE MATLS INC | $25,000 | +25.0% | 150 | 0.0% | 0.01% | +25.0% | |
PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $26,000 | 0.0% | 143 | 0.0% | 0.01% | -9.1% | |
AFRM | AFFIRM HLDGS INC | $26,000 | -13.3% | 255 | 0.0% | 0.01% | -23.1% | |
SRE | SEMPRA | $25,000 | +4.2% | 190 | 0.0% | 0.01% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $25,000 | +4.2% | 200 | 0.0% | 0.01% | 0.0% | |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $26,000 | -7.1% | 712 | 0.0% | 0.01% | -16.7% | |
SLVP | ISHARES INCmsci glb slv&mtl | $26,000 | +4.0% | 2,000 | 0.0% | 0.01% | -9.1% | |
IEMG | ISHARES INCcore msci emkt | $25,000 | 0.0% | 410 | 0.0% | 0.01% | -9.1% | |
BILL | BILL COM HLDGS INC | $25,000 | -7.4% | 100 | 0.0% | 0.01% | -9.1% | |
MEI | METHODE ELECTRS INC | $23,000 | +15.0% | 475 | 0.0% | 0.01% | +12.5% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $23,000 | +21.1% | 320 | 0.0% | 0.01% | +12.5% | |
MAIN | MAIN STR CAP CORP | $22,000 | +4.8% | 500 | 0.0% | 0.01% | 0.0% | |
MGA | MAGNA INTL INC | $24,000 | +4.3% | 300 | 0.0% | 0.01% | -10.0% | |
KAI | KADANT INC | $23,000 | +15.0% | 100 | 0.0% | 0.01% | +12.5% | |
AOM | ISHARES TRmodert alloc etf | $23,000 | +4.5% | 500 | 0.0% | 0.01% | 0.0% | |
PCEF | INVESCO EXCH TRADED FD TR II | $24,000 | 0.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
GPMT | GRANITE PT MTG TR INC | $23,000 | -11.5% | 2,000 | 0.0% | 0.01% | -18.2% | |
NFRA | FLEXSHARES TRstoxx globr inf | $24,000 | 0.0% | 425 | 0.0% | 0.01% | -10.0% | |
FDD | FIRST TR STOXX EUROPEAN SELE | $22,000 | +4.8% | 1,500 | 0.0% | 0.01% | 0.0% | |
DKS | DICKS SPORTING GOODS INC | $23,000 | -4.2% | 200 | 0.0% | 0.01% | -10.0% | |
BAX | BAXTER INTL INC | $24,000 | +4.3% | 280 | 0.0% | 0.01% | -10.0% | |
APAM | ARTISAN PARTNERS ASSET MGMTcl a | $24,000 | 0.0% | 500 | 0.0% | 0.01% | -10.0% | |
AMX | AMERICA MOVIL SAB DE CV | $22,000 | +22.2% | 1,040 | 0.0% | 0.01% | +12.5% | |
BDJ | BLACKROCK ENHANCED EQUITY DI | $20,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
NIO | NIO INCspon ads | $21,000 | -8.7% | 650 | 0.0% | 0.01% | -20.0% | |
SLY | SPDR SER TRs&p 600 sml cap | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% | |
HDGE | ADVISORSHARES TRranger equity be | $20,000 | -4.8% | 800 | 0.0% | 0.01% | -11.1% | |
CL | COLGATE PALMOLIVE CO | $21,000 | +10.5% | 250 | 0.0% | 0.01% | 0.0% | |
RFI | COHEN & STEERS TOTAL RETURN | $17,000 | +6.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
KIM | KIMCO RLTY CORP | $17,000 | +13.3% | 704 | 0.0% | 0.01% | +16.7% | |
EMN | EASTMAN CHEM CO | $18,000 | +20.0% | 150 | 0.0% | 0.01% | +16.7% | |
MCS | MARCUS CORP DEL | $18,000 | +5.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $19,000 | +11.8% | 60 | 0.0% | 0.01% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $19,000 | -45.7% | 340 | 0.0% | 0.01% | -53.3% | |
BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $19,000 | 0.0% | 1,300 | 0.0% | 0.01% | -12.5% | |
TMST | TIMKENSTEEL CORPORATION | $17,000 | +30.8% | 1,000 | 0.0% | 0.01% | +40.0% | |
BSX | BOSTON SCIENTIFIC CORP | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
WEN | WENDYS CO | $19,000 | +11.8% | 800 | 0.0% | 0.01% | 0.0% | |
LADR | LADDER CAP CORPcl a | $19,000 | +5.6% | 1,600 | 0.0% | 0.01% | -12.5% | |
HTGC | HERCULES CAPITAL INC | $18,000 | 0.0% | 1,100 | 0.0% | 0.01% | -12.5% | |
HE | HAWAIIAN ELEC INDUSTRIES | $17,000 | +6.2% | 400 | 0.0% | 0.01% | 0.0% | |
DAC | DANAOS CORPORATION | $19,000 | -5.0% | 250 | 0.0% | 0.01% | -12.5% | |
RQI | COHEN & STEERS QUALITY INCOM | $18,000 | +20.0% | 1,000 | 0.0% | 0.01% | +16.7% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $18,000 | +12.5% | 108 | 0.0% | 0.01% | 0.0% | |
SPAB | SPDR SER TRportfolio agrgte | $18,000 | 0.0% | 600 | 0.0% | 0.01% | -12.5% | |
NMT | NUVEEN MASSACHUSETS QLT MUN | $16,000 | +6.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $15,000 | -21.1% | 1,347 | 0.0% | 0.01% | -25.0% | |
RF | REGIONS FINANCIAL CORP NEW | $15,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC | $16,000 | +6.7% | 345 | 0.0% | 0.01% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $15,000 | +7.1% | 88 | 0.0% | 0.01% | 0.0% | |
CQP | CHENIERE ENERGY PARTNERS LP | $15,000 | +7.1% | 350 | 0.0% | 0.01% | 0.0% | |
CBRL | CRACKER BARREL OLD CTRY STOR | $15,000 | -6.2% | 113 | 0.0% | 0.01% | -14.3% | |
EFV | ISHARES TReafe value etf | $15,000 | 0.0% | 301 | 0.0% | 0.01% | 0.0% | |
NYCB | NEW YORK CMNTY BANCORP INC | $16,000 | 0.0% | 1,275 | 0.0% | 0.01% | -14.3% | |
VTRS | VIATRIS INC | $16,000 | -5.9% | 1,218 | 0.0% | 0.01% | -14.3% | |
APOG | APOGEE ENTERPRISES INC | $15,000 | +25.0% | 310 | 0.0% | 0.01% | +20.0% | |
PAWZ | PROSHARES TRpet care etf | $16,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
ENB | ENBRIDGE INC | $16,000 | 0.0% | 400 | 0.0% | 0.01% | -14.3% | |
RETA | REATA PHARMACEUTICALS INCcl a | $16,000 | -74.2% | 618 | 0.0% | 0.01% | -76.9% | |
NI | NISOURCE INC | $15,000 | +15.4% | 550 | 0.0% | 0.01% | +20.0% | |
SBSW | SIBANYE STILLWATER LTDsponsored adr | $13,000 | +8.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
U | UNITY SOFTWARE INC | $12,000 | +9.1% | 85 | 0.0% | 0.01% | 0.0% | |
TCPC | BLACKROCK TCP CAPITAL CORP | $14,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
VALE | VALE S Asponsored ads | $14,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
NET | CLOUDFLARE INC | $13,000 | +18.2% | 100 | 0.0% | 0.01% | 0.0% | |
HRB | BLOCK H & R INC | $14,000 | -6.7% | 600 | 0.0% | 0.01% | -16.7% | |
VTR | VENTAS INC | $13,000 | -7.1% | 250 | 0.0% | 0.01% | -16.7% | |
LBRDK | LIBERTY BROADBAND CORP | $13,000 | -7.1% | 80 | 0.0% | 0.01% | -16.7% | |
SLV | ISHARES SILVER TRishares | $12,000 | 0.0% | 575 | 0.0% | 0.01% | 0.0% | |
IBDO | ISHARES TRibonds dec23 etf | $12,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% | |
IBDN | ISHARES TRibonds dec22 etf | $12,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% | |
SPGI | S&P GLOBAL INC | $14,000 | +7.7% | 30 | 0.0% | 0.01% | 0.0% | |
IGIB | ISHARES TR | $12,000 | 0.0% | 201 | 0.0% | 0.01% | 0.0% | |
FMAG | FIDELITY COVINGTON TRUSTfidelity magelan | $13,000 | +18.2% | 500 | 0.0% | 0.01% | 0.0% | |
ALLY | ALLY FINL INC | $14,000 | -6.7% | 300 | 0.0% | 0.01% | -16.7% | |
BATT | AMPLIFY ETF TRamplify lithium | $13,000 | +8.3% | 700 | 0.0% | 0.01% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $13,000 | -7.1% | 85 | 0.0% | 0.01% | -16.7% | |
INTU | INTUIT | $13,000 | +18.2% | 20 | 0.0% | 0.01% | 0.0% | |
KR | KROGER CO | $14,000 | +16.7% | 300 | 0.0% | 0.01% | 0.0% | |
DGRW | WISDOMTREE TRus qtly div grt | $13,000 | +18.2% | 190 | 0.0% | 0.01% | 0.0% | |
SYY | SYSCO CORP | $13,000 | 0.0% | 168 | 0.0% | 0.01% | 0.0% | |
QDEL | QUIDEL CORP | $13,000 | -7.1% | 100 | 0.0% | 0.01% | -16.7% | |
BIG | BIG LOTS INC | $14,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $12,000 | -7.7% | 835 | 0.0% | 0.01% | 0.0% | |
HBAN | HUNTINGTON BANCSHARES INC | $12,000 | -7.7% | 810 | 0.0% | 0.01% | 0.0% | |
OUSA | OSI ETF TRoshares us qualt | $14,000 | +7.7% | 303 | 0.0% | 0.01% | 0.0% | |
UMC | UNITED MICROELECTRONICS CORPspon adr new | $12,000 | +9.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $9,000 | +12.5% | 45 | 0.0% | 0.00% | +33.3% | |
STEM | STEM INC | $9,000 | -25.0% | 500 | 0.0% | 0.00% | -20.0% | |
SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $9,000 | 0.0% | 604 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $10,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
SCHR | SCHWAB STRATEGIC TRintrm trm tres | $11,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
FLGT | FULGENT GENETICS INC | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
AYI | ACUITY BRANDS INC | $11,000 | +22.2% | 50 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
COPX | GLOBAL X FDSglobal x copper | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
HSY | HERSHEY CO | $10,000 | +25.0% | 50 | 0.0% | 0.00% | +33.3% | |
LSXMK | LIBERTY MEDIA CORP DEL | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $9,000 | +28.6% | 100 | 0.0% | 0.00% | +33.3% | |
ETSY | ETSY INC | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% | |
LBTYK | LIBERTY GLOBAL PLC | $10,000 | -9.1% | 360 | 0.0% | 0.00% | -20.0% | |
BEEM | BEAM GLOBAL | $9,000 | -35.7% | 500 | 0.0% | 0.00% | -33.3% | |
TDTT | FLEXSHARES TRiboxx 3r targt | $10,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% | |
KMI | KINDER MORGAN INC DEL | $8,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% | |
EAT | BRINKER INTL INC | $7,000 | -30.0% | 200 | 0.0% | 0.00% | -25.0% | |
VIAC | VIACOMCBS INCcl b | $8,000 | -20.0% | 250 | 0.0% | 0.00% | -25.0% | |
ARI | APOLLO COML REAL EST FIN INC | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $8,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
ET | ENERGY TRANSFER L P | $8,000 | -20.0% | 1,000 | 0.0% | 0.00% | -25.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $8,000 | +14.3% | 118 | 0.0% | 0.00% | 0.0% | |
UPS | UNITED PARCEL SERVICE INCput | $7,000 | -90.5% | 10,000 | 0.0% | 0.00% | -90.3% | |
DLTR | DOLLAR TREE INC | $7,000 | +40.0% | 52 | 0.0% | 0.00% | +50.0% | |
HQH | TEKLA HEALTHCARE INVSsh ben int | $8,000 | -11.1% | 350 | 0.0% | 0.00% | -25.0% | |
HRL | HORMEL FOODS CORP | $8,000 | +33.3% | 157 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $8,000 | -11.1% | 25 | 0.0% | 0.00% | -25.0% | |
UCTT | ULTRA CLEAN HLDGS INC | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% | |
YYY | AMPLIFY ETF TR | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
MFC | MANULIFE FINL CORP | $6,000 | 0.0% | 312 | 0.0% | 0.00% | -33.3% | |
XMMO | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
XAR | SPDR SER TRaerospace def | $6,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $6,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% | |
SLB | SCHLUMBERGER LTD | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
SIL | GLOBAL X FDSglobal x silver | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FNV | FRANCO NEV CORP | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
PFSI | PENNYMAC FINL SVCS INC NEW | $4,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INCspon adr cl a | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SWBI | SMITH & WESSON BRANDS INC | $5,000 | -16.7% | 272 | 0.0% | 0.00% | -33.3% | |
SUMO | SUMO LOGIC INC | $5,000 | -16.7% | 400 | 0.0% | 0.00% | -33.3% | |
DKNG | DRAFTKINGS INC | $4,000 | -42.9% | 152 | 0.0% | 0.00% | -33.3% | |
DISCK | DISCOVERY INC | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -33.3% | |
LVS | LAS VEGAS SANDS CORP | $6,000 | 0.0% | 165 | 0.0% | 0.00% | -33.3% | |
LDOS | LEIDOS HOLDINGS INC | $6,000 | 0.0% | 65 | 0.0% | 0.00% | -33.3% | |
LMND | LEMONADE INC | $4,000 | -42.9% | 101 | 0.0% | 0.00% | -33.3% | |
LBRDA | LIBERTY BROADBAND CORP | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
CHNG | CHANGE HEALTHCARE INC | $4,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
CHX | CHAMPIONX CORPORATION | $5,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $5,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $6,000 | +20.0% | 83 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $4,000 | +33.3% | 11 | 0.0% | 0.00% | +100.0% | |
BETZ | LISTED FD TRroundhill sports | $4,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
WU | WESTERN UN CO | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $5,000 | +25.0% | 119 | 0.0% | 0.00% | 0.0% | |
DNL | WISDOMTREE TRglb us qtly div | $6,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% | |
MAXR | MAXAR TECHNOLOGIES INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% | |
AHH | ARMADA HOFFLER PPTYS INC | $6,000 | +20.0% | 400 | 0.0% | 0.00% | 0.0% | |
ZOM | ZOMEDICA CORP | $6,000 | -40.0% | 20,000 | 0.0% | 0.00% | -50.0% | |
BTNB | BRIDGETOWN 2 HOLDINGS LTDcl a | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $6,000 | +20.0% | 21 | 0.0% | 0.00% | 0.0% | |
STIM | NEURONETICS INC | $4,000 | -42.9% | 1,000 | 0.0% | 0.00% | -33.3% | |
NVSAU | NEW VISTA ACQUISITION CORPunit 02/01/2026 | $6,000 | 0.0% | 600 | 0.0% | 0.00% | -33.3% | |
MTCH | MATCH GROUP INC NEW | $5,000 | -16.7% | 37 | 0.0% | 0.00% | -33.3% | |
QURE | UNIQURE NV | $6,000 | -40.0% | 300 | 0.0% | 0.00% | -50.0% | |
FM | ISHARES INCmsci frontier | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
QQQM | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% | |
DM | DESKTOP METAL INC | $2,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
VXRT | VAXART INC | $3,000 | -25.0% | 500 | 0.0% | 0.00% | -50.0% | |
EBAY | EBAY INC. | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
QRTEA | QURATE RETAIL INC | $3,000 | -25.0% | 375 | 0.0% | 0.00% | -50.0% | |
JNPR | JUNIPER NETWORKS INC | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
ABC | AMERISOURCEBERGEN CORP | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
CVET | COVETRUS INC | $3,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
MAC | MACERICH CO | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
EXPE | EXPEDIA GROUP INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
JAZZ | JAZZ PHARMACEUTICALS PLC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
LBTYA | LIBERTY GLOBAL PLC | $3,000 | -25.0% | 120 | 0.0% | 0.00% | -50.0% | |
DOCN | DIGITALOCEAN HLDGS INC | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
QQQE | DIREXION SHS ETF TRnas100 eql wgt | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
BFLY | BUTTERFLY NETWORK INC | $3,000 | -40.0% | 470 | 0.0% | 0.00% | -50.0% | |
DISCA | DISCOVERY INC | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
OVID | OVID THERAPEUTICS INC | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
DEM | WISDOMTREE TRemer mkt high fd | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
CNXC | CONCENTRIX CORP | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
FWONK | LIBERTY MEDIA CORP DEL | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $0 | – | 16 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC | $0 | – | 25 | 0.0% | 0.00% | – | |
FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
BATRK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
VYGR | VOYAGER THERAPEUTICS INC | $0 | – | 43 | 0.0% | 0.00% | – | |
LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $0 | – | 36 | 0.0% | 0.00% | – | |
LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
AYTU | AYTU BIOPHARMA INC | $0 | – | 50 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 8 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 28 | 0.0% | 0.00% | – | |
SNX | TD SYNNEX CORPORATION | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
DOYU | DOUYU INTL HLDGS LTDsponsored ads | $0 | – | 100 | 0.0% | 0.00% | – | |
DBX | DROPBOX INCcl a | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
KN | KNOWLES CORP | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
GAMR | ETF MANAGERS TRwedbush vid game | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
PAVM | PAVMED INC | $1,000 | -75.0% | 500 | 0.0% | 0.00% | -100.0% | |
HEXO | HEXO CORP | $0 | – | 95 | 0.0% | 0.00% | – | |
S | SENTINELONE INCcl a | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
LILA | LIBERTY LATIN AMERICA LTD | $0 | – | 20 | 0.0% | 0.00% | – | |
LILAK | LIBERTY LATIN AMERICA LTD | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
CHIX | GLOBAL X FDSmsci china fincl | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
NAUT | NAUTILUS BIOTECHNOLOGY INC | $0 | – | 50 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $1,000 | -66.7% | 110 | 0.0% | 0.00% | -100.0% | |
ARKW | ARK ETF TRnext gnrtn inter | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
QID | PROSHARES TRcall | $0 | -100.0% | 9,000 | 0.0% | 0.00% | -100.0% | |
CTRM | CASTOR MARITIME INC | $0 | – | 50 | 0.0% | 0.00% | – | |
GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
NOV | NOV INC | $0 | – | 34 | 0.0% | 0.00% | – | |
BATRA | LIBERTY MEDIA CORP DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 2 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
OWL | BLUE OWL CAPITAL INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
LEVI | LEVI STRAUSS & CO NEW | $0 | – | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-03-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 41 | Q4 2023 | 9.4% |
SPDR S&P 500 ETF TR | 41 | Q4 2023 | 5.3% |
UNITEDHEALTH GROUP INC | 41 | Q4 2023 | 3.1% |
MICROSOFT CORPORATION | 41 | Q4 2023 | 3.4% |
GILEAD SCIENCES INCORPORATED | 41 | Q4 2023 | 3.8% |
ISHARES TR IBOXX INV CP ETF | 41 | Q4 2023 | 3.5% |
COSTCO WHSL CORP NEW | 41 | Q4 2023 | 2.3% |
MASTERCARD INCORPORATED | 41 | Q4 2023 | 2.1% |
ADOBE SYSTEMS INCORPORATED | 41 | Q4 2023 | 2.7% |
INTEL CORPORATION | 41 | Q4 2023 | 2.0% |
View OPTIMUM INVESTMENT ADVISORS's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 6,374,504 | 6.2% |
OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 10,871,540 | 7.5% |
OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 2,849,061 | 6.7% |
View OPTIMUM INVESTMENT ADVISORS's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-13 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-03 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-08 |
13F-HR | 2022-03-17 |
View OPTIMUM INVESTMENT ADVISORS'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.