EVERMAY WEALTH MANAGEMENT LLC Q1 2022 holdings

$596 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 540 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 23.4% .

 Value Shares↓ Weighting
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$107,185
-7.0%
1,990,433
+96.6%
17.98%
-12.7%
VOO SellVANGUARD INDEX FDS$64,578
-6.3%
155,546
-1.5%
10.83%
-12.1%
JPST BuyJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$50,386
+3.8%
1,002,301
+4.2%
8.45%
-2.6%
IJH BuyISHARES TRcore s&p mcp etf$37,340
-2.7%
139,150
+2.6%
6.26%
-8.7%
SPY SellSPDR S&P 500 ETF TRtr unit$31,726
-5.9%
70,246
-1.1%
5.32%
-11.7%
MINT SellPIMCO ETF TRenhan shrt ma ac$24,346
-4.0%
243,072
-2.7%
4.08%
-9.9%
IVV SellISHARES TRcore s&p500 etf$18,423
-6.1%
40,607
-1.3%
3.09%
-11.9%
VTI BuyVANGUARD INDEX FDStotal stk mkt$15,487
+745.8%
68,024
+796.8%
2.60%
+694.2%
AAPL SellAPPLE INC$13,784
-6.8%
78,940
-5.2%
2.31%
-12.5%
IJR SellISHARES TRcore s&p scp etf$13,522
-10.3%
125,341
-4.7%
2.27%
-15.8%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$12,384
+1817.0%
158,974
+1889.9%
2.08%
+1706.1%
XSOE SellWISDOMTREE TRem ex st-owned$11,376
-19.9%
348,318
-9.6%
1.91%
-24.8%
AMZN SellAMAZON COM INC$8,759
-6.6%
2,687
-4.4%
1.47%
-12.3%
VO SellVANGUARD INDEX FDSmid cap etf$6,994
-11.1%
29,407
-4.7%
1.17%
-16.6%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$6,102
+350.0%
127,038
+378.2%
1.02%
+322.7%
MSFT SellMICROSOFT CORP$5,571
-11.4%
18,068
-3.4%
0.93%
-16.9%
GOOGL SellALPHABET INCcap stk cl a$5,349
-7.1%
1,923
-3.2%
0.90%
-12.8%
VB BuyVANGUARD INDEX FDSsmall cp etf$4,615
+582.7%
21,717
+626.6%
0.77%
+539.7%
DHR SellDANAHER CORPORATION$3,820
-14.4%
13,024
-3.9%
0.64%
-19.6%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$3,256
+25.5%
9,227
+6.4%
0.55%
+17.7%
JPM SellJPMORGAN CHASE & CO$3,127
-15.8%
22,936
-2.2%
0.52%
-21.0%
SHM BuySPDR SER TRnuveen blmbrg sh$3,090
+12260.0%
65,293
+12753.0%
0.52%
+12850.0%
BIV BuyVANGUARD BD INDEX FDSintermed term$3,040
+2590.3%
37,116
+2770.5%
0.51%
+2450.0%
VUG NewVANGUARD INDEX FDSgrowth etf$2,96710,318
+100.0%
0.50%
BND BuyVANGUARD BD INDEX FDStotal bnd mrkt$2,802
+11108.0%
35,230
+11762.0%
0.47%
+11650.0%
IWM SellISHARES TRrussell 2000 etf$2,767
-17.5%
13,480
-10.6%
0.46%
-22.7%
HD SellHOME DEPOT INC$2,698
-29.3%
9,012
-2.0%
0.45%
-33.7%
IWD BuyISHARES TRrus 1000 val etf$2,650
+413.6%
15,963
+419.3%
0.44%
+382.6%
VTV NewVANGUARD INDEX FDSvalue etf$2,62917,792
+100.0%
0.44%
V SellVISA INC$2,502
-2.3%
11,282
-4.6%
0.42%
-8.3%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$2,433
+352.2%
52,747
+384.9%
0.41%
+325.0%
NEE BuyNEXTERA ENERGY INC$2,429
-7.6%
28,677
+1.8%
0.41%
-13.4%
PEP SellPEPSICO INC$2,169
-5.9%
12,957
-2.4%
0.36%
-11.7%
MKCV SellMCCORMICK & CO INC$2,026
+4.6%
20,261
-0.2%
0.34%
-1.7%
AGG NewISHARES TRcore us aggbd et$1,92417,964
+100.0%
0.32%
IWF BuyISHARES TRrus 1000 grw etf$1,908
+246.3%
6,874
+281.3%
0.32%
+226.5%
GSST BuyGOLDMAN SACHS ETF TRaces ultra shr$1,865
+162.7%
37,153
+164.2%
0.31%
+146.5%
MCD  MCDONALDS CORP$1,749
-7.8%
7,0730.0%0.29%
-13.6%
NSC SellNORFOLK SOUTHN CORP$1,673
-23.8%
5,865
-20.5%
0.28%
-28.3%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$1,671
+2220.8%
45,519
+2349.9%
0.28%
+2053.8%
JNJ SellJOHNSON & JOHNSON$1,627
+0.6%
9,178
-2.9%
0.27%
-5.5%
LH SellLABORATORY CORP AMER HLDGS$1,587
-17.8%
6,018
-2.0%
0.27%
-22.9%
UNH BuyUNITEDHEALTH GROUP INC$1,549
+8.5%
3,037
+6.9%
0.26%
+2.0%
DUK SellDUKE ENERGY CORP NEW$1,542
-13.7%
13,811
-18.9%
0.26%
-18.8%
PFE SellPFIZER INC$1,528
-37.3%
29,508
-28.5%
0.26%
-41.3%
BNL BuyBROADSTONE NET LEASE INC$1,517
-4.4%
69,638
+9.0%
0.25%
-10.2%
ABBV BuyABBVIE INC$1,507
+23.8%
9,298
+3.4%
0.25%
+16.6%
COST SellCOSTCO WHSL CORP NEW$1,387
+1.2%
2,408
-0.2%
0.23%
-4.9%
BRO NewBROWN & BROWN INC$1,33618,480
+100.0%
0.22%
SASR SellSANDY SPRING BANCORP INC$1,329
-13.3%
29,581
-7.2%
0.22%
-18.6%
MRK SellMERCK & CO INC$1,267
-0.9%
15,437
-7.5%
0.21%
-7.4%
MLM BuyMARTIN MARIETTA MATLS INC$1,254
+1358.1%
3,259
+1571.3%
0.21%
+1300.0%
CSCO SellCISCO SYS INC$1,249
-20.3%
22,401
-9.5%
0.21%
-25.4%
PG SellPROCTER AND GAMBLE CO$1,161
-10.9%
7,598
-4.6%
0.20%
-16.3%
YUM BuyYUM BRANDS INC$1,163
+215.2%
9,810
+269.5%
0.20%
+195.5%
FB SellMETA PLATFORMS INCcl a$1,145
-34.3%
5,150
-0.6%
0.19%
-38.3%
SMB NewVANECK ETF TRUSTvaneck shrt muni$1,13366,262
+100.0%
0.19%
SCHW SellSCHWAB CHARLES CORP$1,106
-2.0%
13,123
-2.2%
0.18%
-8.4%
GOOG SellALPHABET INCcap stk cl c$1,061
-4.0%
380
-0.5%
0.18%
-9.6%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$1,048
-5.5%
19,637
+100.0%
0.18%
-11.1%
BMY BuyBRISTOL-MYERS SQUIBB CO$1,050
+17.7%
14,382
+0.5%
0.18%
+10.7%
VBK BuyVANGUARD INDEX FDSsml cp grw etf$1,037
+4408.7%
4,181
+4998.8%
0.17%
+4250.0%
INTC SellINTEL CORP$1,030
-22.7%
20,783
-19.6%
0.17%
-27.3%
UPS BuyUNITED PARCEL SERVICE INCcl b$1,012
+1.1%
4,718
+1.1%
0.17%
-5.0%
MUB BuyISHARES TRnational mun etf$965
+6333.3%
8,804
+6832.3%
0.16%
+5300.0%
ACN SellACCENTURE PLC IRELAND$926
-19.3%
2,745
-0.8%
0.16%
-24.4%
MCO NewMOODYS CORP$9252,742
+100.0%
0.16%
AVGO BuyBROADCOM INC$916
+8.3%
1,455
+14.4%
0.15%
+2.0%
JEPI BuyJ P MORGAN EXCHANGE-TRADED Fequity premium$900
+53.3%
14,662
+57.9%
0.15%
+43.8%
LLY SellLILLY ELI & CO$890
-7.3%
3,107
-10.6%
0.15%
-13.4%
AXP BuyAMERICAN EXPRESS CO$862
+17.3%
4,611
+2.7%
0.14%
+10.7%
APD BuyAIR PRODS & CHEMS INC$847
+17.8%
3,387
+43.4%
0.14%
+10.9%
UNP BuyUNION PAC CORP$839
+8.5%
3,070
+0.1%
0.14%
+2.2%
MA BuyMASTERCARD INCORPORATEDcl a$816
+85.9%
2,282
+86.7%
0.14%
+75.6%
ETN SellEATON CORP PLC$819
-23.5%
5,399
-12.8%
0.14%
-28.3%
VBR BuyVANGUARD INDEX FDSsm cp val etf$802
+649.5%
4,561
+660.2%
0.14%
+610.5%
NOC SellNORTHROP GRUMMAN CORP$790
+2.6%
1,767
-11.2%
0.13%
-4.3%
ADP BuyAUTOMATIC DATA PROCESSING IN$773
-4.4%
3,397
+3.5%
0.13%
-10.3%
DIS BuyDISNEY WALT CO$771
-9.0%
5,618
+2.7%
0.13%
-14.6%
ROP SellROPER TECHNOLOGIES INC$759
-10.5%
1,608
-6.7%
0.13%
-16.4%
D SellDOMINION ENERGY INC$745
-7.7%
8,769
-14.6%
0.12%
-13.2%
KMI BuyKINDER MORGAN INC DEL$719
+36.4%
38,002
+14.3%
0.12%
+28.7%
IWN BuyISHARES TRrus 2000 val etf$707
+1314.0%
4,378
+1359.3%
0.12%
+1222.2%
ANTM SellANTHEM INC$700
+5.3%
1,425
-0.7%
0.12%
-1.7%
ABT BuyABBOTT LABS$684
+27.6%
5,778
+51.8%
0.12%
+19.8%
DVY  ISHARES TRselect divid etf$686
+4.6%
5,3530.0%0.12%
-1.7%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$668
+2936.4%
24,046
+3189.5%
0.11%
+2700.0%
RTX SellRAYTHEON TECHNOLOGIES CORP$669
+15.1%
6,752
-0.1%
0.11%
+7.7%
IEMG BuyISHARES INCcore msci emkt$659
+0.2%
11,860
+7.8%
0.11%
-5.9%
AOR BuyISHARES TRgrwt allocat etf$642
+6320.0%
11,897
+6776.9%
0.11%
+5300.0%
CMCSA SellCOMCAST CORP NEWcl a$634
-29.2%
13,538
-23.9%
0.11%
-33.8%
RODM SellLATTICE STRATEGIES TRhartford mlt etf$611
-4.2%
20,969
-1.0%
0.10%
-10.5%
MDT BuyMEDTRONIC PLC$597
+11.0%
5,378
+3.4%
0.10%
+4.2%
HON SellHONEYWELL INTL INC$580
-11.6%
2,981
-5.2%
0.10%
-17.1%
SYK SellSTRYKER CORPORATION$560
-4.1%
2,093
-4.1%
0.09%
-9.6%
BAC SellBK OF AMERICA CORP$560
-11.8%
13,585
-4.8%
0.09%
-16.8%
AMAT SellAPPLIED MATLS INC$563
-28.3%
4,269
-14.4%
0.09%
-32.9%
KO SellCOCA COLA CO$554
-5.9%
8,941
-10.1%
0.09%
-11.4%
VNQ BuyVANGUARD INDEX FDSreal estate etf$550
+587.5%
5,075
+633.4%
0.09%
+557.1%
JNK BuySPDR SER TRbloomberg high y$549
+2514.3%
5,355
+2618.3%
0.09%
+2200.0%
VZ SellVERIZON COMMUNICATIONS INC$542
-34.9%
10,648
-33.5%
0.09%
-38.9%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$536
-10.7%
11,310
+93.2%
0.09%
-15.9%
ICE BuyINTERCONTINENTAL EXCHANGE IN$533
+7.0%
4,036
+10.8%
0.09%0.0%
URI SellUNITED RENTALS INC$526
+5.2%
1,480
-1.7%
0.09%
-1.1%
ACGL NewARCH CAP GROUP LTDord$51610,666
+100.0%
0.09%
TREX SellTREX CO INC$516
-60.6%
7,902
-18.4%
0.09%
-62.8%
DHI BuyD R HORTON INC$513
-28.8%
6,881
+3.7%
0.09%
-33.3%
VXF  VANGUARD INDEX FDSextend mkt etf$510
-9.4%
3,0780.0%0.09%
-14.9%
TFC SellTRUIST FINL CORP$513
-17.8%
9,054
-15.0%
0.09%
-23.2%
MAR  MARRIOTT INTL INC NEWcl a$500
+6.4%
2,8430.0%0.08%0.0%
ADBE SellADOBE SYSTEMS INCORPORATED$503
-22.4%
1,103
-3.5%
0.08%
-27.6%
MMM Sell3M CO$493
-18.4%
3,312
-2.6%
0.08%
-23.1%
TGT BuyTARGET CORP$493
-8.0%
2,325
+0.5%
0.08%
-13.5%
ORCL BuyORACLE CORP$488
+0.2%
5,900
+5.6%
0.08%
-5.7%
USMV BuyISHARES TRmsci usa min vol$477
+129.3%
6,146
+138.7%
0.08%
+116.2%
TMO SellTHERMO FISHER SCIENTIFIC INC$466
-27.5%
789
-18.1%
0.08%
-32.2%
DGRO BuyISHARES TRcore div grwth$462
+33.5%
8,641
+38.8%
0.08%
+24.2%
AMGN  AMGEN INC$441
+7.6%
1,8220.0%0.07%
+1.4%
ROK SellROCKWELL AUTOMATION INC$440
-21.8%
1,573
-2.6%
0.07%
-26.7%
CAT  CATERPILLAR INC$431
+7.8%
1,9350.0%0.07%
+1.4%
VLO SellVALERO ENERGY CORP$432
+0.2%
4,259
-25.7%
0.07%
-6.5%
PNC BuyPNC FINL SVCS GROUP INC$430
-5.5%
2,329
+2.6%
0.07%
-11.1%
IVOO BuyVANGUARD ADMIRAL FDS INCmidcp 400 idx$412
+0.5%
2,265
+5.6%
0.07%
-5.5%
WFC BuyWELLS FARGO CO NEW$409
+339.8%
8,434
+333.2%
0.07%
+305.9%
TJX SellTJX COS INC NEW$400
-22.8%
6,610
-3.1%
0.07%
-28.0%
EPD SellENTERPRISE PRODS PARTNERS L$389
+11.8%
15,075
-4.7%
0.06%
+4.8%
USB BuyUS BANCORP DEL$389
+24.7%
7,328
+31.8%
0.06%
+16.1%
SBUX BuySTARBUCKS CORP$381
-15.0%
4,185
+9.2%
0.06%
-20.0%
TRV SellTRAVELERS COMPANIES INC$377
+9.0%
2,065
-6.8%
0.06%
+1.6%
YUMC BuyYUM CHINA HLDGS INC$376
+265.0%
9,053
+337.8%
0.06%
+250.0%
AMT BuyAMERICAN TOWER CORP NEW$377
-12.7%
1,499
+1.4%
0.06%
-18.2%
CSX  CSX CORP$378
-0.5%
10,1060.0%0.06%
-7.4%
CRM SellSALESFORCE COM INC$372
-24.7%
1,750
-10.0%
0.06%
-29.5%
MCHP SellMICROCHIP TECHNOLOGY INC.$370
-16.3%
4,922
-3.1%
0.06%
-21.5%
MDLZ SellMONDELEZ INTL INCcl a$368
-5.6%
5,854
-0.5%
0.06%
-11.4%
IGSB BuyISHARES TR$365
+9.9%
7,066
+14.6%
0.06%
+3.4%
BLL SellBALL CORP$364
-8.5%
4,049
-2.2%
0.06%
-14.1%
AKAM SellAKAMAI TECHNOLOGIES INC$360
-3.5%
3,015
-5.4%
0.06%
-10.4%
GM BuyGENERAL MTRS CO$343
-22.9%
7,853
+3.4%
0.06%
-27.5%
NKE BuyNIKE INCcl b$347
-14.7%
2,579
+5.7%
0.06%
-20.5%
CVX SellCHEVRON CORP NEW$343
-10.4%
2,109
-35.4%
0.06%
-14.7%
BLK BuyBLACKROCK INC$338
+9.4%
442
+30.8%
0.06%
+3.6%
IWR BuyISHARES TRrus mid cap etf$340
-2.0%
4,359
+4.2%
0.06%
-8.1%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$338
+0.3%
3,012
+0.2%
0.06%
-5.0%
EMR SellEMERSON ELEC CO$341
-7.8%
3,479
-12.6%
0.06%
-13.6%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$342
-4.5%
9860.0%0.06%
-10.9%
PCY BuyINVESCO EXCH TRADED FD TR IIemrng mkt svrg$335
+1663.2%
14,836
+1980.8%
0.06%
+1766.7%
XOM SellEXXON MOBIL CORP$322
-56.1%
3,900
-67.4%
0.05%
-58.8%
CL BuyCOLGATE PALMOLIVE CO$321
+72.6%
4,239
+94.9%
0.05%
+63.6%
J BuyJACOBS ENGR GROUP INC$320
+2.9%
2,320
+3.7%
0.05%
-3.6%
LOW  LOWES COS INC$314
-21.9%
1,5540.0%0.05%
-26.4%
DGX BuyQUEST DIAGNOSTICS INC$315
-20.9%
2,304
+0.0%
0.05%
-25.4%
FVCB BuyFVCBANKCORP INC$296
+133.1%
14,281
+120.6%
0.05%
+117.4%
LHX SellL3HARRIS TECHNOLOGIES INC$297
+9.2%
1,194
-6.5%
0.05%
+2.0%
WMT SellWALMART INC$296
+1.4%
1,990
-1.5%
0.05%
-3.8%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$290
+5.5%
5,9120.0%0.05%0.0%
FAST BuyFASTENAL CO$291
+4750.0%
4,899
+5056.8%
0.05%
+4800.0%
DLTR SellDOLLAR TREE INC$284
+8.0%
1,775
-5.3%
0.05%
+2.1%
GD BuyGENERAL DYNAMICS CORP$276
+29.6%
1,145
+12.3%
0.05%
+21.1%
VIOO BuyVANGUARD ADMIRAL FDS INCsmllcp 600 idx$267
+111.9%
1,348
+125.8%
0.04%
+95.7%
BA BuyBOEING CO$266
+0.4%
1,391
+5.7%
0.04%
-4.3%
VAW  VANGUARD WORLD FDSmaterials etf$262
-1.5%
1,3500.0%0.04%
-8.3%
BX  BLACKSTONE INC$254
-1.9%
2,0000.0%0.04%
-6.5%
STPZ BuyPIMCO ETF TR1-5 us tip idx$257
+1876.9%
4,709
+1903.8%
0.04%
+2050.0%
CSM BuyPROSHARES TRlarge cap cre$255
-3.0%
4,732
+100.0%
0.04%
-8.5%
SNPS BuySYNOPSYS INC$252
-6.0%
755
+4.0%
0.04%
-12.5%
VERB  VERB TECHNOLOGY CO INC$247
-23.5%
260,5610.0%0.04%
-29.3%
FTV SellFORTIVE CORP$236
-24.1%
3,870
-5.2%
0.04%
-28.6%
VUSB NewVANGUARD BD INDEX FDSvanguard ultra$2414,874
+100.0%
0.04%
VMC  VULCAN MATLS CO$239
-11.5%
1,3000.0%0.04%
-16.7%
CMI SellCUMMINS INC$235
-38.5%
1,147
-34.5%
0.04%
-42.6%
ECL SellECOLAB INC$230
-26.3%
1,303
-1.9%
0.04%
-30.4%
PM SellPHILIP MORRIS INTL INC$230
-35.4%
2,451
-34.7%
0.04%
-39.1%
VRSK  VERISK ANALYTICS INC$231
-6.1%
1,0750.0%0.04%
-11.4%
AWK SellAMERICAN WTR WKS CO INC NEW$224
-58.4%
1,355
-52.5%
0.04%
-60.4%
LDOS  LEIDOS HOLDINGS INC$227
+21.4%
2,1000.0%0.04%
+15.2%
CVS BuyCVS HEALTH CORP$225
-1.3%
2,225
+0.7%
0.04%
-7.3%
ZBH  ZIMMER BIOMET HOLDINGS INC$229
+0.9%
1,7880.0%0.04%
-7.3%
UBSI  UNITED BANKSHARES INC WEST V$224
-3.9%
6,4260.0%0.04%
-9.5%
FISV SellFISERV INC$223
-11.2%
2,196
-9.1%
0.04%
-17.8%
PPG  PPG INDS INC$218
-24.0%
1,6660.0%0.04%
-27.5%
WBA  WALGREENS BOOTS ALLIANCE INC$222
-14.0%
4,9500.0%0.04%
-19.6%
PYPL BuyPAYPAL HLDGS INC$208
-38.1%
1,795
+0.8%
0.04%
-41.7%
TXN  TEXAS INSTRS INC$211
-2.8%
1,1510.0%0.04%
-10.3%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$210
-8.7%
2,810
+100.0%
0.04%
-14.6%
SEDG  SOLAREDGE TECHNOLOGIES INC$208
+14.9%
6440.0%0.04%
+9.4%
TROW  PRICE T ROWE GROUP INC$200
-23.4%
1,3250.0%0.03%
-27.7%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$200
+270.4%
3,474
+297.5%
0.03%
+240.0%
LIN BuyLINDE PLC$202
+82.0%
631
+97.2%
0.03%
+70.0%
LYB  LYONDELLBASELL INDUSTRIES N$204
+11.5%
1,9800.0%0.03%
+3.0%
NTRS BuyNORTHERN TR CORP$194
+1840.0%
1,662
+1855.3%
0.03%
+1550.0%
FULT  FULTON FINL CORP PA$199
-2.5%
11,9790.0%0.03%
-8.3%
SLYV NewSPDR SER TRs&p 600 smcp val$1952,345
+100.0%
0.03%
IWO NewISHARES TRrus 2000 grw etf$193753
+100.0%
0.03%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$192
-5.9%
2,5310.0%0.03%
-11.1%
EMB BuyISHARES TRjpmorgan usd emg$182
+18100.0%
1,863
+20600.0%
0.03%
EGP  EASTGROUP PPTYS INC$184
-10.7%
9050.0%0.03%
-16.2%
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$1845,363
+100.0%
0.03%
QUAL BuyISHARES TRmsci usa qlt fct$187
+5.1%
1,389
+13.6%
0.03%
-3.1%
TOWN SellTOWNEBANK PORTSMOUTH VA$180
-19.3%
6,000
-15.0%
0.03%
-25.0%
GIS SellGENERAL MLS INC$181
-42.5%
2,675
-42.8%
0.03%
-46.4%
VTIP NewVANGUARD MALVERN FDSstrm infproidx$1793,500
+100.0%
0.03%
FDX BuyFEDEX CORP$175
+1.7%
756
+13.7%
0.03%
-6.5%
SPSM NewSPDR SER TRportfolio s&p600$1754,161
+100.0%
0.03%
TSLA  TESLA INC$165
+1.9%
1530.0%0.03%
-3.4%
MSI  MOTOROLA SOLUTIONS INC$168
-10.6%
6930.0%0.03%
-17.6%
SellGENERAL ELECTRIC CO$169
-71.6%
1,846
-70.7%
0.03%
-73.6%
APH BuyAMPHENOL CORP NEWcl a$161
-6.9%
2,134
+8.1%
0.03%
-12.9%
LMT SellLOCKHEED MARTIN CORP$158
-21.8%
359
-36.8%
0.03%
-27.8%
IVW  ISHARES TRs&p 500 grwt etf$155
-8.3%
2,0240.0%0.03%
-13.3%
FBHS  FORTUNE BRANDS HOME & SEC IN$158
-30.7%
2,1290.0%0.03%
-36.6%
BK BuyBANK NEW YORK MELLON CORP$152
+223.4%
3,057
+278.8%
0.02%
+212.5%
SHW  SHERWIN WILLIAMS CO$150
-28.9%
6000.0%0.02%
-34.2%
COO  COOPER COS INC$150
-0.7%
3600.0%0.02%
-7.4%
COF BuyCAPITAL ONE FINL CORP$144
-3.4%
1,100
+6.8%
0.02%
-11.1%
EFA  ISHARES TRmsci eafe etf$141
-6.6%
1,9140.0%0.02%
-11.1%
PRU  PRUDENTIAL FINL INC$142
+9.2%
1,2000.0%0.02%
+4.3%
BKNG BuyBOOKING HOLDINGS INC$143
+6.7%
61
+8.9%
0.02%0.0%
AES  AES CORP$136
+5.4%
5,3000.0%0.02%0.0%
QDF SellFLEXSHARES TRqualt divd idx$139
-10.9%
2,350
-7.4%
0.02%
-17.9%
QQQ SellINVESCO QQQ TRunit ser 1$135
-43.5%
373
-37.9%
0.02%
-46.5%
MO SellALTRIA GROUP INC$133
-34.2%
2,542
-40.4%
0.02%
-38.9%
PLD  PROLOGIS INC.$133
-4.3%
8250.0%0.02%
-12.0%
SPYV NewSPDR SER TRprtflo s&p500 vl$1333,179
+100.0%
0.02%
DES SellWISDOMTREE TRus smallcap divd$130
-15.0%
4,085
-12.2%
0.02%
-18.5%
AIZ NewASSURANT INC$131723
+100.0%
0.02%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$123
-4.7%
2500.0%0.02%
-8.7%
FERG NewFERGUSON PLC NEW$127948
+100.0%
0.02%
BAX BuyBAXTER INTL INC$128
+509.5%
1,649
+587.1%
0.02%
+425.0%
ILMN BuyILLUMINA INC$123
-2.4%
351
+6.0%
0.02%
-8.7%
PDBC BuyINVESCO ACTIVLY MANGD ETC FDoptimum yield$125
+12400.0%
7,095
+8659.3%
0.02%
IJT  ISHARES TRs&p sml 600 gwt$123
-9.6%
9800.0%0.02%
-12.5%
MAS BuyMASCO CORP$124
-6.8%
2,430
+28.8%
0.02%
-12.5%
NFLX  NETFLIX INC$124
-37.7%
3300.0%0.02%
-41.7%
NVDA SellNVIDIA CORPORATION$125
-15.0%
459
-8.0%
0.02%
-19.2%
GLD SellSPDR GOLD TR$123
+0.8%
683
-4.2%
0.02%
-4.5%
DD SellDUPONT DE NEMOURS INC$121
-37.6%
1,644
-31.4%
0.02%
-42.9%
CME  CME GROUP INC$121
+3.4%
5100.0%0.02%
-4.8%
DFS  DISCOVER FINL SVCS$118
-4.8%
1,0750.0%0.02%
-9.1%
T SellAT&T INC$120
-5.5%
5,079
-1.3%
0.02%
-13.0%
CARR BuyCARRIER GLOBAL CORPORATION$117
+11.4%
2,548
+31.5%
0.02%
+5.3%
VCSH SellVANGUARD SCOTTSDALE FDSshrt trm corp bd$114
-70.1%
1,461
-68.9%
0.02%
-72.1%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$116
+176.2%
736
+182.0%
0.02%
+137.5%
LRCX  LAM RESEARCH CORP$115
-25.3%
2140.0%0.02%
-32.1%
DFAI BuyDIMENSIONAL ETF TRUSTintl core eqt mk$114
-2.6%
4,065
+2.8%
0.02%
-9.5%
SYY  SYSCO CORP$114
+3.6%
1,4000.0%0.02%
-5.0%
HYG BuyISHARES TRiboxx hi yd etf$114
+128.0%
1,390
+141.3%
0.02%
+111.1%
CNQ  CANADIAN NAT RES LTD$112
+47.4%
1,8000.0%0.02%
+35.7%
IWP  ISHARES TRrus md cp gr etf$101
-12.2%
1,0000.0%0.02%
-19.0%
SO SellSOUTHERN CO$103
-41.8%
1,415
-45.3%
0.02%
-46.9%
SCHD  SCHWAB STRATEGIC TRus dividend eq$103
-1.9%
1,3050.0%0.02%
-10.5%
IBM SellINTERNATIONAL BUSINESS MACHS$100
-86.1%
768
-85.7%
0.02%
-86.8%
CLX  CLOROX CO DEL$103
-20.2%
7400.0%0.02%
-26.1%
GOOD  GLADSTONE COMMERCIAL CORP$93
-14.7%
4,2150.0%0.02%
-15.8%
RWR BuySPDR SER TRdj reit etf$94
+3033.3%
799
+3531.8%
0.02%
+1500.0%
IWB  ISHARES TRrus 1000 etf$94
-5.1%
3750.0%0.02%
-11.1%
IWC  ISHARES TRmicro-cap etf$94
-7.8%
7290.0%0.02%
-11.1%
AOM NewISHARES TRmodert alloc etf$962,227
+100.0%
0.02%
OTIS BuyOTIS WORLDWIDE CORP$98
+16.7%
1,273
+31.5%
0.02%
+6.7%
MCK BuyMCKESSON CORP$90
+45.2%
294
+17.6%
0.02%
+36.4%
PSN SellPARSONS CORP DEL$88
-55.3%
2,264
-61.4%
0.02%
-57.1%
DOW SellDOW INC$89
-37.8%
1,398
-44.6%
0.02%
-42.3%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$81
-33.6%
749
-27.2%
0.01%
-36.4%
IVE  ISHARES TRs&p 500 val etf$810.0%5180.0%0.01%0.0%
DON  WISDOMTREE TRus midcap divid$860.0%1,9350.0%0.01%
-6.7%
PSX  PHILLIPS 66$78
+20.0%
9000.0%0.01%
+8.3%
PSA  PUBLIC STORAGE$78
+4.0%
2000.0%0.01%0.0%
VAC  MARRIOTT VACATIONS WORLDWIDE$71
-6.6%
4500.0%0.01%
-14.3%
ITM NewVANECK ETF TRUSTintrmdt muni etf$741,559
+100.0%
0.01%
XLU  SELECT SECTOR SPDR TRsbi int-utils$72
+4.3%
9650.0%0.01%0.0%
MGK SellVANGUARD WORLD FDmega grwth ind$71
-41.3%
300
-35.3%
0.01%
-45.5%
FNV SellFRANCO NEV CORP$73
+12.3%
455
-3.6%
0.01%0.0%
XLE NewSELECT SECTOR SPDR TRenergy$64839
+100.0%
0.01%
BGR  BLACKROCK ENERGY & RES TR$67
+21.8%
5,8000.0%0.01%
+10.0%
KMB SellKIMBERLY-CLARK CORP$63
-49.2%
509
-41.4%
0.01%
-50.0%
UL  UNILEVER PLCspon adr new$68
-15.0%
1,4850.0%0.01%
-21.4%
CB  CHUBB LIMITED$66
+10.0%
3080.0%0.01%0.0%
KRE BuySPDR SER TRs&p regl bkg$64
+481.8%
924
+496.1%
0.01%
+450.0%
ITW SellILLINOIS TOOL WKS INC$63
-29.2%
300
-16.7%
0.01%
-31.2%
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$68
-16.0%
1,1600.0%0.01%
-21.4%
PH NewPARKER-HANNIFIN CORP$64225
+100.0%
0.01%
UTHR  UNITED THERAPEUTICS CORP DEL$67
-17.3%
3730.0%0.01%
-21.4%
GL  GLOBE LIFE INC$68
+7.9%
6750.0%0.01%0.0%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$60
+9.1%
9110.0%0.01%0.0%
ENR  ENERGIZER HLDGS INC NEW$59
-23.4%
1,9280.0%0.01%
-28.6%
AME  AMETEK INC$61
-9.0%
4550.0%0.01%
-16.7%
HACK  ETF MANAGERS TRprime cybr scrty$62
-4.6%
1,0550.0%0.01%
-16.7%
QCOM SellQUALCOMM INC$57
-75.5%
375
-70.6%
0.01%
-76.2%
EEM BuyISHARES TRmsci emg mkt etf$57
+9.6%
1,267
+18.7%
0.01%
+11.1%
MET  METLIFE INC$59
+13.5%
8380.0%0.01%
+11.1%
SPGI  S&P GLOBAL INC$62
-12.7%
1500.0%0.01%
-23.1%
DE  DEERE & CO$62
+21.6%
1500.0%0.01%
+11.1%
GLW  CORNING INC$57
-1.7%
1,5500.0%0.01%0.0%
ABC  AMERISOURCEBERGEN CORP$54
+14.9%
3500.0%0.01%
+12.5%
DLR SellDIGITAL RLTY TR INC$52
-54.4%
370
-42.6%
0.01%
-55.0%
VDE BuyVANGUARD WORLD FDSenergy etf$54
+68.8%
506
+21.9%
0.01%
+50.0%
POOL BuyPOOL CORP$52
+36.8%
123
+83.6%
0.01%
+28.6%
CINF SellCINCINNATI FINL CORP$54
-6.9%
400
-21.6%
0.01%
-10.0%
SQ SellBLOCK INCcl a$52
-75.5%
382
-70.9%
0.01%
-76.3%
SSO BuyPROSHARES TR$52
-11.9%
800
+100.0%
0.01%
-18.2%
BWA BuyBORGWARNER INC$47
+4.4%
1,200
+20.0%
0.01%0.0%
GPC  GENUINE PARTS CO$47
-9.6%
3700.0%0.01%
-11.1%
MAIN SellMAIN STR CAP CORP$45
-6.2%
1,060
-0.1%
0.01%
-11.1%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$50
-9.1%
8000.0%0.01%
-20.0%
UI  UBIQUITI INC$46
-4.2%
1580.0%0.01%
-11.1%
SPYX  SPDR SER TRspdr s&p 500 etf$47
-6.0%
4250.0%0.01%
-11.1%
VTWO BuyVANGUARD SCOTTSDALE FDSvng rus2000idx$44
-8.3%
533
+0.2%
0.01%
-22.2%
VPL  VANGUARD INTL EQUITY INDEX Fftse pacific etf$44
-6.4%
6000.0%0.01%
-12.5%
NMZ  NUVEEN MUN HIGH INCOME OPPOR$39
-13.3%
3,0000.0%0.01%
-12.5%
WPC  WP CAREY INC$44
-2.2%
5500.0%0.01%
-12.5%
OKE  ONEOK INC NEW$40
+21.2%
5600.0%0.01%
+16.7%
ADSK BuyAUTODESK INC$44
-20.0%
203
+4.6%
0.01%
-30.0%
XRAY  DENTSPLY SIRONA INC$39
-13.3%
8000.0%0.01%
-12.5%
EA BuyELECTRONIC ARTS INC$43
+30.3%
341
+36.4%
0.01%
+16.7%
AMP BuyAMERIPRISE FINL INC$44
+120.0%
146
+121.2%
0.01%
+75.0%
AMWD  AMERICAN WOODMARK CORPORATIO$39
-25.0%
8000.0%0.01%
-22.2%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$41
-2.4%
8350.0%0.01%
-12.5%
ATVI  ACTIVISION BLIZZARD INC$41
+20.6%
5130.0%0.01%
+16.7%
SRE  SEMPRA$40
+29.0%
2360.0%0.01%
+16.7%
SWX  SOUTHWEST GAS HLDGS INC$42
+13.5%
5330.0%0.01%0.0%
TSEM  TOWER SEMICONDUCTOR LTD$44
+22.2%
9000.0%0.01%
+16.7%
XBI BuySPDR SER TRs&p biotech$41
-18.0%
458
+2.2%
0.01%
-22.2%
PSTG  PURE STORAGE INCcl a$35
+6.1%
1,0000.0%0.01%0.0%
EQCPRD  EQUITY COMWLTH6.5% cnv pfd d$38
-7.3%
1,3850.0%0.01%
-14.3%
WSBC  WESBANCO INC$34
-2.9%
1,0000.0%0.01%0.0%
PDI NewPIMCO DYNAMIC INCOME FD$371,500
+100.0%
0.01%
AGR  AVANGRID INC$37
-7.5%
7920.0%0.01%
-14.3%
MTCH  MATCH GROUP INC NEW$33
-17.5%
3050.0%0.01%
-14.3%
ZTS  ZOETIS INCcl a$38
-22.4%
2000.0%0.01%
-33.3%
STX  SEAGATE TECHNOLOGY HLDNGS PL$37
-21.3%
4160.0%0.01%
-25.0%
PPL SellPPL CORP$36
-56.1%
1,248
-54.4%
0.01%
-60.0%
BTI  BRITISH AMERN TOB PLCsponsored adr$38
+11.8%
9000.0%0.01%0.0%
O  REALTY INCOME CORP$35
-2.8%
5000.0%0.01%0.0%
EFAV NewISHARES TRmsci eafe min vl$34478
+100.0%
0.01%
SLY SellSPDR SER TRs&p 600 sml cap$28
-15.2%
303
-9.3%
0.01%
-16.7%
CCI  CROWN CASTLE INTL CORP NEW$31
-11.4%
1670.0%0.01%
-16.7%
IHRT  IHEARTMEDIA INC$27
-10.0%
1,4060.0%0.01%0.0%
IJS NewISHARES TRsp smcp600vl etf$31304
+100.0%
0.01%
AAXJ  ISHARES TRmsci ac asia etf$28
-9.7%
3780.0%0.01%
-16.7%
IDEV SellISHARES TRcore msci intl$29
-52.5%
454
-49.8%
0.01%
-54.5%
MS SellMORGAN STANLEY$31
-94.3%
350
-93.7%
0.01%
-94.9%
MOS SellMOSAIC CO NEW$30
+36.4%
447
-20.2%
0.01%
+25.0%
NVS  NOVARTIS AGsponsored adr$290.0%3330.0%0.01%0.0%
SWAV SellSHOCKWAVE MED INC$32
-13.5%
156
-25.0%
0.01%
-28.6%
SWKS  SKYWORKS SOLUTIONS INC$27
-12.9%
2000.0%0.01%
-16.7%
VIG NewVANGUARD SPECIALIZED FUNDSdiv app etf$30182
+100.0%
0.01%
WEC  WEC ENERGY GROUP INC$28
+3.7%
2780.0%0.01%0.0%
IRBO  ISHARES TRrobotics artif$24
-17.2%
7000.0%0.00%
-20.0%
IBB  ISHARES TRishares biotech$24
-14.3%
1830.0%0.00%
-20.0%
PXD  PIONEER NAT RES CO$21
+40.0%
830.0%0.00%
+33.3%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$26
-7.1%
4640.0%0.00%
-20.0%
MKL  MARKEL CORP$22
+15.8%
150.0%0.00%
+33.3%
NewGXO LOGISTICS INCORPORATED$22315
+100.0%
0.00%
EEMV BuyISHARES INCmsci emerg mrkt$22
+29.4%
357
+34.2%
0.00%
+33.3%
VNT SellVONTIER CORPORATION$21
-40.0%
822
-27.0%
0.00%
-33.3%
SLV  ISHARES SILVER TRishares$23
+4.5%
1,0000.0%0.00%0.0%
CCL BuyCARNIVAL CORP$22
+10.0%
1,110
+9.9%
0.00%0.0%
RBLX SellROBLOX CORPcl a$21
-67.2%
462
-25.6%
0.00%
-63.6%
CNRG BuySPDR SER TRs&p kensho clean$23256
+25500.0%
0.00%
BHP  BHP GROUP LTDsponsored ads$23
+27.8%
3000.0%0.00%
+33.3%
VOT  VANGUARD INDEX FDSmcap gr idxvip$25
-10.7%
1100.0%0.00%
-20.0%
VOE  VANGUARD INDEX FDSmcap vl idxvip$260.0%1760.0%0.00%
-20.0%
PFF  ISHARES TRpfd and incm sec$26
-10.3%
7250.0%0.00%
-20.0%
WELL SellWELLTOWER INC$26
-79.0%
274
-81.0%
0.00%
-81.8%
HPQ BuyHP INC$260.0%703
+0.7%
0.00%
-20.0%
PAWZ  PROSHARES TRpet care etf$16
-15.8%
2440.0%0.00%0.0%
OEF  ISHARES TRs&p 100 etf$16
-5.9%
770.0%0.00%0.0%
CI NewCIGNA CORP NEW$1770
+100.0%
0.00%
MITK  MITEK SYS INC$17
-15.0%
1,1500.0%0.00%
-25.0%
CTSH BuyCOGNIZANT TECHNOLOGY SOLUTIOcl a$18
+63.6%
200
+66.7%
0.00%
+50.0%
PLTR SellPALANTIR TECHNOLOGIES INCcl a$18
-58.1%
1,345
-43.0%
0.00%
-62.5%
DAL  DELTA AIR LINES INC DEL$200.0%5000.0%0.00%
-25.0%
EOG  EOG RES INC$18
+38.5%
1500.0%0.00%
+50.0%
EVRG  EVERGY INC$160.0%2300.0%0.00%0.0%
ALB  ALBEMARLE CORP$19
-5.0%
840.0%0.00%
-25.0%
SCHC  SCHWAB STRATEGIC TRintl sceqt etf$15
-6.2%
3900.0%0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$16
+33.3%
1800.0%0.00%
+50.0%
ARWR  ARROWHEAD PHARMACEUTICALS IN$15
-31.8%
3310.0%0.00%
-25.0%
ARKK  ARK ETF TRinnovation etf$17
-32.0%
2610.0%0.00%
-25.0%
RHI BuyROBERT HALF INTL INC$19
+171.4%
166
+147.8%
0.00%
+200.0%
SWK  STANLEY BLACK & DECKER INC$18
-25.0%
1260.0%0.00%
-25.0%
BSX BuyBOSTON SCIENTIFIC CORP$20
+185.7%
441
+156.4%
0.00%
+200.0%
ARKQ  ARK ETF TRautnmus technlgy$15
-11.8%
2190.0%0.00%0.0%
IYH  ISHARES TRus hlthcare etf$19
-5.0%
660.0%0.00%
-25.0%
VTRS BuyVIATRIS INC$14
-17.6%
1,273
+4.1%
0.00%
-33.3%
OSTK  OVERSTOCK COM INC DEL$9
-25.0%
2070.0%0.00%0.0%
OGN BuyORGANON & CO$10
+11.1%
295
+3.9%
0.00%0.0%
BLOK NewAMPLIFY ETF TRblockchain ldr$14400
+100.0%
0.00%
GSK  GLAXOSMITHKLINE PLCsponsored adr$110.0%2480.0%0.00%0.0%
ADI  ANALOG DEVICES INC$11
-8.3%
690.0%0.00%0.0%
NLY NewANNALY CAPITAL MANAGEMENT IN$142,000
+100.0%
0.00%
OGS  ONE GAS INC$12
+9.1%
1400.0%0.00%0.0%
TYG  TORTOISE ENERGY INFRA CORP$13
+30.0%
3750.0%0.00%0.0%
ORLY  OREILLY AUTOMOTIVE INC$110.0%160.0%0.00%0.0%
DSI NewISHARES TRmsci kld400 soc$11130
+100.0%
0.00%
CXSE SellWISDOMTREE TRchinadiv ex fi$11
-90.8%
282
-88.2%
0.00%
-90.5%
ICLN SellISHARES TRgl clean ene etf$9
-71.9%
430
-71.8%
0.00%
-66.7%
KYN  KAYNE ANDERSON ENERGY INFRST$12
+20.0%
1,2660.0%0.00%0.0%
EEMX  SPDR INDEX SHS FDSmsci emr mkt etf$10
-9.1%
1500.0%0.00%0.0%
NVO  NOVO-NORDISK A Sadr$140.0%1250.0%0.00%
-33.3%
GS NewGOLDMAN SACHS GROUP INC$1031
+100.0%
0.00%
COIN BuyCOINBASE GLOBAL INC$1265
+6400.0%
0.00%
SHOP SellSHOPIFY INCcl a$11
-71.8%
17
-39.3%
0.00%
-71.4%
SIRI  SIRIUS XM HOLDINGS INC$11
+10.0%
1,6000.0%0.00%0.0%
WSO NewWATSCO INC$930
+100.0%
0.00%
WM  WASTE MGMT INC DEL$130.0%800.0%0.00%0.0%
TMUS  T-MOBILE US INC$13
+8.3%
1020.0%0.00%0.0%
NIO SellNIO INCspon ads$13
-50.0%
609
-27.0%
0.00%
-60.0%
IHAK  ISHARES TRcybersecurity$130.0%3000.0%0.00%0.0%
BBY NewBEST BUY INC$12130
+100.0%
0.00%
UBER  UBER TECHNOLOGIES INC$14
-17.6%
4000.0%0.00%
-33.3%
BIIB SellBIOGEN INC$9
-30.8%
45
-18.2%
0.00%0.0%
PHYS  SPROTT PHYSICAL GOLD TRunit$9
+12.5%
5850.0%0.00%
+100.0%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$11
-15.4%
200.0%0.00%0.0%
MSTR SellMICROSTRATEGY INCcl a new$13
-38.1%
27
-30.8%
0.00%
-50.0%
CHRW  C H ROBINSON WORLDWIDE INC$130.0%1250.0%0.00%0.0%
CGC  CANOPY GROWTH CORP$12
-7.7%
1,5250.0%0.00%0.0%
SIVB SellSVB FINANCIAL GROUP$12
-50.0%
22
-37.1%
0.00%
-50.0%
ROKU  ROKU INC$13
-43.5%
1000.0%0.00%
-50.0%
FLO  FLOWERS FOODS INC$120.0%4500.0%0.00%0.0%
STZ  CONSTELLATION BRANDS INCcl a$14
-6.7%
600.0%0.00%
-33.3%
NEOG  NEOGEN CORP$9
-35.7%
3000.0%0.00%
-33.3%
ED  CONSOLIDATED EDISON INC$90.0%1000.0%0.00%0.0%
GILD  GILEAD SCIENCES INC$9
-18.2%
1500.0%0.00%0.0%
KOMP SellSPDR SER TRs&p kensho new$10
-65.5%
195
-60.6%
0.00%
-60.0%
TEL  TE CONNECTIVITY LTD$13
-18.8%
1000.0%0.00%
-33.3%
ETR BuyENTERGY CORP NEW$13
+85.7%
114
+75.4%
0.00%
+100.0%
PAYX  PAYCHEX INC$110.0%800.0%0.00%0.0%
AEM NewAGNICO EAGLE MINES LTD$10160
+100.0%
0.00%
NewSHELL PLCspon ads$11200
+100.0%
0.00%
SWBI  SMITH & WESSON BRANDS INC$6
-14.3%
4000.0%0.00%0.0%
SRVR  PACER FDS TRbnchmrk infra$6
-14.3%
1650.0%0.00%0.0%
QSR  RESTAURANT BRANDS INTL INC$40.0%650.0%0.00%0.0%
PTMC  PACER FDS TRtrendp us mid cp$40.0%1040.0%0.00%0.0%
PNM NewPNM RES INC$487
+100.0%
0.00%
ABB  ABB LTDsponsored adr$4
-20.0%
1200.0%0.00%0.0%
NEM  NEWMONT CORP$8
+33.3%
980.0%0.00%0.0%
EFAX  SPDR INDEX SHS FDSmsci eafe fs etf$50.0%600.0%0.00%0.0%
MKC  MCCORMICK & CO INC$80.0%780.0%0.00%0.0%
SRPT  SAREPTA THERAPEUTICS INC$50.0%600.0%0.00%0.0%
MP  MP MATERIALS CORP$3
+50.0%
500.0%0.00%
LTHM  LIVENT CORP$7
+16.7%
2640.0%0.00%0.0%
LSI  LIFE STORAGE INC$8
-11.1%
580.0%0.00%
-50.0%
EL  LAUDER ESTEE COS INCcl a$8
-27.3%
300.0%0.00%
-50.0%
KHC SellKRAFT HEINZ CO$4
-75.0%
99
-78.4%
0.00%
-66.7%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$4
+300.0%
27
+170.0%
0.00%
JIG  J P MORGAN EXCHANGE-TRADED Finternl gwt$3
-25.0%
480.0%0.00%0.0%
NOW  SERVICENOW INC$8
-11.1%
140.0%0.00%
-50.0%
SNOW  SNOWFLAKE INCcl a$3
-40.0%
150.0%0.00%0.0%
SOFI SellSOFI TECHNOLOGIES INC$6
-72.7%
600
-56.4%
0.00%
-75.0%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$8
+14.3%
4000.0%0.00%0.0%
ITB  ISHARES TRus home cons etf$3
-40.0%
580.0%0.00%0.0%
RGR  STURM RUGER & CO INC$30.0%500.0%0.00%0.0%
TCHP NewT ROWE PRICE ETF INCprice blue chip$7245
+100.0%
0.00%
TDOC BuyTELADOC HEALTH INC$80.0%110
+32.5%
0.00%0.0%
IJK  ISHARES TRs&p mc 400gr etf$50.0%600.0%0.00%0.0%
DBC  INVESCO DB COMMDY INDX TRCKunit$5
+25.0%
1740.0%0.00%0.0%
IP SellINTERNATIONAL PAPER CO$3
-93.3%
60
-93.8%
0.00%
-87.5%
INFN  INFINERA CORP$30.0%3250.0%0.00%0.0%
HPE BuyHEWLETT PACKARD ENTERPRISE C$60.0%374
+0.8%
0.00%0.0%
DRIV  GLOBAL X FDSautonmous ev etf$4
-20.0%
1600.0%0.00%0.0%
UPST  UPSTART HLDGS INC$8
-27.3%
750.0%0.00%
-50.0%
F  FORD MTR CO DEL$5
-16.7%
3000.0%0.00%0.0%
FITB SellFIFTH THIRD BANCORP$3
-94.0%
72
-93.8%
0.00%
-88.9%
DFAT  DIMENSIONAL ETF TRUSTus targeted vlu$80.0%1700.0%0.00%0.0%
CRWD SellCROWDSTRIKE HLDGS INCcl a$6
-64.7%
25
-70.6%
0.00%
-66.7%
CERN SellCERNER CORP$5
-96.0%
50
-96.3%
0.00%
-95.5%
BIPC  BROOKFIELD INFRASTRUCTURE CO$7
+16.7%
940.0%0.00%0.0%
ZTR NewVIRTUS GLOBAL DIVID & INCOME$5547
+100.0%
0.00%
VOD BuyVODAFONE GROUP PLC NEWsponsored adr$3182
+4450.0%
0.00%
WRE  WASHINGTON REAL ESTATE INVTsh ben int$50.0%2000.0%0.00%0.0%
BIDU  BAIDU INCspon adr rep a$40.0%300.0%0.00%0.0%
WY  WEYERHAEUSER CO MTN BE$6
-14.3%
1600.0%0.00%0.0%
ARCC  ARES CAPITAL CORP$40.0%1950.0%0.00%0.0%
NewZIMVIE INC$3128
+100.0%
0.00%
ZTO  ZTO EXPRESS CAYMAN INCsponsored ads a$6
-14.3%
2500.0%0.00%0.0%
AMRS  AMYRIS INC$7
-22.2%
1,6000.0%0.00%
-50.0%
ALC  ALCON AG$30.0%400.0%0.00%0.0%
NXPI  NXP SEMICONDUCTORS N V$5
-16.7%
250.0%0.00%0.0%
PLUG  PLUG POWER INC$70.0%2380.0%0.00%0.0%
HRTX  HERON THERAPEUTICS INC$10.0%1000.0%0.00%
HBAN SellHUNTINGTON BANCSHARES INC$2
-95.1%
168
-93.8%
0.00%
-100.0%
HII NewHUNTINGTON INGALLS INDS INC$16
+100.0%
0.00%
CFG SellCITIZENS FINL GROUP INC$2
-94.4%
48
-93.8%
0.00%
-100.0%
CHWY  CHEWY INCcl a$2
-33.3%
500.0%0.00%
-100.0%
TWOU  2U INC$040.0%0.00%
VLUE ExitISHARES TRmsci usa value$0-21
-100.0%
0.00%
FUN  CEDAR FAIR L Pdepositry unit$10.0%120.0%0.00%
IGC  INDIA GLOBALIZATION CAP INC$0300.0%0.00%
LOTZ  CARLOTZ INC$10.0%3850.0%0.00%
TLRY  TILRAY BRANDS INC$080.0%0.00%
VSTM  VERASTEM INC$0750.0%0.00%
TRI NewTHOMSON REUTERS CORP.$110
+100.0%
0.00%
TNDM  TANDEM DIABETES CARE INC$10.0%90.0%0.00%
CPNG ExitCOUPANG INCcl a$0-6
-100.0%
0.00%
RUN  SUNRUN INC$10.0%400.0%0.00%
BHF  BRIGHTHOUSE FINL INC$090.0%0.00%
NOV  NOV INC$080.0%0.00%
NOK  NOKIA CORPsponsored adr$0500.0%0.00%
OGEN  ORAGENICS INC$01200.0%0.00%
NewTRITIUM DCFC LIMITEDordinary shares$150
+100.0%
0.00%
MAXN  MAXEON SOLAR TECHNOLOGIES LT$030.0%0.00%
PATH ExitUIPATH INCcl a$0-6
-100.0%
0.00%
BETZ ExitLISTED FD TRroundhill sports$0-8
-100.0%
0.00%
NXU ExitNOVUS CAPITAL CORPORATION II$0-51
-100.0%
0.00%
ENNV ExitECP ENVIRONMENTAL GW OPT COR$0-50
-100.0%
0.00%
DCRN ExitDECARBONIZATION PLUS ACQU II$0-50
-100.0%
0.00%
ESGE ExitISHARES INCesg awr msci em$0-42
-100.0%
0.00%
AI ExitC3 AI INCcl a$0-9
-100.0%
0.00%
FSLY ExitFASTLY INCcl a$0-8
-100.0%
0.00%
IYE ExitISHARES TRu.s. energy etf$0-40
-100.0%
0.00%
IXG ExitISHARES TRglobal finls etf$0-17
-100.0%
0.00%
IXN ExitISHARES TRglobal tech etf$0-31
-100.0%
0.00%
NewENERGY VAULT HOLDINGS INC$150
+100.0%
0.00%
EXC  EXELON CORP$0
-100.0%
90.0%0.00%
DISH  DISH NETWORK CORPORATIONcl a$030.0%0.00%
NewFAST RADIUS INC$050
+100.0%
0.00%
 DIGITAL WORLD ACQUISITION CO$10.0%230.0%0.00%
DXC  DXC TECHNOLOGY CO$080.0%0.00%
CTVA SellCORTEVA INC$0
-100.0%
7
-99.3%
0.00%
-100.0%
NewCONSTELLATION ENERGY CORP$03
+100.0%
0.00%
DAPP  VANECK ETF TRUSTdigi transfrm$10.0%600.0%0.00%
UNIT  UNITI GROUP INC$10.0%710.0%0.00%
VEEV  VEEVA SYS INC$10.0%50.0%0.00%
VELO NewVELOCITY ACQUISITION CORP$2200
+100.0%
0.00%
UAA NewUNDER ARMOUR INCcl a$018
+100.0%
0.00%
SPWR  SUNPOWER CORP$10.0%280.0%0.00%
AOA NewISHARES TRaggres alloc etf$117
+100.0%
0.00%
SPB NewSPECTRUM BRANDS HLDGS INC NE$01
+100.0%
0.00%
COMT  ISHARES U S ETF TRgsci cmdty stgy$2
+100.0%
480.0%0.00%
XT  ISHARES TRexponential tech$20.0%260.0%0.00%
PALI SellPALISADE BIO INC$0
-100.0%
53
-98.5%
0.00%
-100.0%
ACB  AURORA CANNABIS INC$030.0%0.00%
ARDX ExitARDELYX INC$0-1,139
-100.0%
0.00%
ASAN NewASANA INCcl a$120
+100.0%
0.00%
XLRE  SELECT SECTOR SPDR TRrl est sel sec$10.0%200.0%0.00%
KEY SellKEYCORP$2
-95.0%
108
-93.8%
0.00%
-100.0%
XLY  SELECT SECTOR SPDR TRsbi cons discr$20.0%100.0%0.00%
ANSS NewANSYS INC$26
+100.0%
0.00%
ExitGRAB HOLDINGS LIMITEDcall$0-100
-100.0%
0.00%
KTOS  KRATOS DEFENSE & SEC SOLUTIO$20.0%1000.0%0.00%
SellKYNDRYL HLDGS INC$0
-100.0%
7
-99.2%
0.00%
-100.0%
DOX NewAMDOCS LTD$05
+100.0%
0.00%
DNOW  NOW INC$020.0%0.00%
LEN SellLENNAR CORPcl a$2
-94.6%
25
-92.1%
0.00%
-100.0%
AOUT  AMERICAN OUTDOOR BRANDS INC$1
-50.0%
1000.0%0.00%
AEP NewAMERICAN ELEC PWR CO INC$05
+100.0%
0.00%
RE NewEVEREST RE GROUP LTD$14
+100.0%
0.00%
LAZR  LUMINAR TECHNOLOGIES INC$20.0%1000.0%0.00%
 GRAB HOLDINGS LIMITEDclass a ord$10.0%1500.0%0.00%
NewGRAB HOLDINGS LIMITED*w exp 12/01/202$050
+100.0%
0.00%
TPYP NewMANAGED PORTFOLIO SERIEStortoise nram pi$138
+100.0%
0.00%
BEDZ NewADVISORSHARES TRhotel etf$140
+100.0%
0.00%
AZZ NewAZZ INC$121
+100.0%
0.00%
REYN  REYNOLDS CONSUMER PRODS INC$10.0%350.0%0.00%
ARKG  ARK ETF TRgenomic rev etf$10.0%150.0%0.00%
MU  MICRON TECHNOLOGY INC$040.0%0.00%
FALN ExitISHARES TRfaln angls usd$0-120
-100.0%
-0.00%
TSM ExitTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$0-50
-100.0%
-0.00%
CAG ExitCONAGRA BRANDS INC$0-100
-100.0%
-0.00%
IUSB ExitISHARES TRcore total usd$0-159
-100.0%
-0.00%
SNDL ExitSUNDIAL GROWERS INC$0-9,650
-100.0%
-0.00%
PLTR ExitPALANTIR TECHNOLOGIES INCcall$0-200
-100.0%
-0.00%
MRNA ExitMODERNA INC$0-30
-100.0%
-0.00%
EFV ExitISHARES TReafe value etf$0-111
-100.0%
-0.00%
ExitNAKED BRAND GROUP LIMITED$0-567
-100.0%
-0.00%
ING ExitING GROEP N.V.sponsored adr$0-230
-100.0%
-0.00%
GOVT ExitISHARES TRus treas bd etf$0-239
-100.0%
-0.00%
EFG ExitISHARES TReafe grwth etf$0-49
-100.0%
-0.00%
DOCU ExitDOCUSIGN INC$0-44
-100.0%
-0.00%
ZG ExitZILLOW GROUP INCcl a$0-125
-100.0%
-0.00%
ATNX ExitATHENEX INC$0-2,000
-100.0%
-0.00%
IAU ExitGOLD TRishares new$0-232
-100.0%
-0.00%
TIP ExitISHARES TRtips bd etf$0-31
-100.0%
-0.00%
ESGU ExitISHARES TResg awr msci usa$0-114
-100.0%
-0.00%
AMD ExitADVANCED MICRO DEVICES INC$0-100
-100.0%
-0.00%
CELH ExitCELSIUS HLDGS INC$0-200
-100.0%
-0.00%
Z ExitZILLOW GROUP INCcl c cap stk$0-355
-100.0%
-0.00%
KLAC ExitKLA CORP$0-100
-100.0%
-0.01%
ENB ExitENBRIDGE INC$0-1,300
-100.0%
-0.01%
UDR ExitUDR INC$0-800
-100.0%
-0.01%
EPAM ExitEPAM SYS INC$0-82
-100.0%
-0.01%
GHY ExitPGIM GLOBAL HIGH YIELD FD FO$0-4,800
-100.0%
-0.01%
BP ExitBP PLCsponsored adr$0-2,643
-100.0%
-0.01%
COP ExitCONOCOPHILLIPS$0-1,584
-100.0%
-0.02%
PCAR ExitPACCAR INC$0-1,930
-100.0%
-0.03%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Gail Mannix — Chief Compliance Officer

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Export EVERMAY WEALTH MANAGEMENT LLC's holdings

EDGAR filings