$515 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 540 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 19.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $87,764,000 | -18.1% | 1,965,151 | -1.3% | 17.04% | -5.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $61,363,000 | +21.8% | 1,225,057 | +22.2% | 11.91% | +41.0% |
| VOO | Buy | VANGUARD INDEX FDS | $54,838,000 | -15.1% | 157,526 | +1.3% | 10.65% | -1.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $32,829,000 | -12.1% | 145,111 | +4.3% | 6.37% | +1.8% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $29,574,000 | +21.5% | 298,400 | +22.8% | 5.74% | +40.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,518,000 | -16.4% | 70,020 | -0.3% | 5.15% | -3.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,267,000 | -17.1% | 40,266 | -0.8% | 2.96% | -4.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $12,104,000 | -21.8% | 64,170 | -5.7% | 2.35% | -9.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $11,942,000 | -11.7% | 129,228 | +3.1% | 2.32% | +2.2% |
| AAPL | Sell | APPLE INC | $10,364,000 | -24.8% | 75,803 | -4.0% | 2.01% | -13.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,871,000 | -28.4% | 115,521 | -27.3% | 1.72% | -17.1% |
| JMSB | New | JOHN MARSHALL BANCORP INC | $7,147,000 | – | 317,087 | +100.0% | 1.39% | – |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $6,482,000 | -43.0% | 226,005 | -35.1% | 1.26% | -34.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $6,200,000 | -11.4% | 31,476 | +7.0% | 1.20% | +2.6% |
| AMZN | Buy | AMAZON COM INC | $5,801,000 | -33.8% | 54,620 | +1932.8% | 1.13% | -23.3% |
| MSFT | Sell | MICROSOFT CORP | $4,469,000 | -19.8% | 17,399 | -3.7% | 0.87% | -7.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,287,000 | -19.9% | 1,967 | +2.3% | 0.83% | -7.2% |
| DHR | Buy | DANAHER CORPORATION | $3,306,000 | -13.5% | 13,027 | +0.0% | 0.64% | +0.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $3,032,000 | -50.3% | 74,311 | -41.5% | 0.59% | -42.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,955,000 | +228.3% | 53,287 | +263.4% | 0.57% | +280.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,563,000 | -18.0% | 22,761 | -0.8% | 0.50% | -5.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,522,000 | -22.5% | 9,238 | +0.1% | 0.49% | -10.3% |
| HD | Sell | HOME DEPOT INC | $2,330,000 | -13.6% | 8,495 | -5.7% | 0.45% | 0.0% |
| PEP | Buy | PEPSICO INC | $2,315,000 | +6.7% | 13,891 | +7.2% | 0.45% | +23.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,288,000 | -13.7% | 15,783 | -1.1% | 0.44% | 0.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,275,000 | -17.8% | 13,435 | -0.3% | 0.44% | -4.7% |
| V | Sell | VISA INC | $2,172,000 | -13.2% | 11,032 | -2.2% | 0.42% | +0.5% |
| NEE | Sell | NEXTERA ENERGY INC | $2,144,000 | -11.7% | 27,677 | -3.5% | 0.42% | +2.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,928,000 | -35.0% | 8,649 | -16.2% | 0.37% | -24.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,884,000 | -22.6% | 45,237 | -14.2% | 0.37% | -10.3% |
| GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $1,844,000 | -1.1% | 36,975 | -0.5% | 0.36% | +14.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,829,000 | +177.5% | 37,280 | +214.3% | 0.36% | +219.8% |
| MCD | Buy | MCDONALDS CORP | $1,747,000 | -0.1% | 7,077 | +0.1% | 0.34% | +15.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,728,000 | -34.3% | 13,101 | -26.4% | 0.34% | -24.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,658,000 | -64.1% | 9,412 | -56.7% | 0.32% | -58.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,646,000 | +6.3% | 3,205 | +5.5% | 0.32% | +23.1% |
| BNL | Buy | BROADSTONE NET LEASE INC | $1,587,000 | +4.6% | 76,898 | +10.4% | 0.31% | +21.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,566,000 | -3.7% | 8,820 | -3.9% | 0.30% | +11.4% |
| PFE | Sell | PFIZER INC | $1,546,000 | +1.2% | 29,488 | -0.1% | 0.30% | +17.2% |
| MRK | Buy | MERCK & CO INC | $1,465,000 | +15.6% | 15,962 | +3.4% | 0.28% | +34.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,457,000 | -8.2% | 6,215 | +3.3% | 0.28% | +6.4% |
| ABBV | Buy | ABBVIE INC | $1,455,000 | -3.5% | 9,503 | +2.2% | 0.28% | +11.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,403,000 | -16.0% | 44,613 | -2.0% | 0.27% | -2.9% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,365,000 | -11.5% | 12,734 | -7.8% | 0.26% | +2.3% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,261,000 | -24.6% | 5,549 | -5.4% | 0.24% | -12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,170,000 | -15.6% | 2,441 | +1.4% | 0.23% | -2.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,158,000 | +10.3% | 14,948 | +3.9% | 0.22% | +27.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,160,000 | +73.4% | 12,067 | +78.7% | 0.22% | +100.9% |
| LLY | Buy | LILLY ELI & CO | $1,147,000 | +28.9% | 3,537 | +13.8% | 0.22% | +49.7% |
| YUM | Sell | YUM BRANDS INC | $1,107,000 | -4.8% | 9,750 | -0.6% | 0.22% | +10.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,086,000 | -43.1% | 4,965 | -27.8% | 0.21% | -34.1% |
| BRO | BROWN & BROWN INC | $1,078,000 | -19.3% | 18,480 | 0.0% | 0.21% | -6.7% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,068,000 | -8.0% | 7,425 | -2.3% | 0.21% | +6.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,065,000 | +34.8% | 2,225 | +25.9% | 0.21% | +56.8% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,041,000 | -66.3% | 22,027 | -66.3% | 0.20% | -61.0% |
| MLM | MARTIN MARIETTA MATLS INC | $975,000 | -22.2% | 3,259 | 0.0% | 0.19% | -10.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $958,000 | -5.3% | 5,246 | +11.2% | 0.19% | +9.4% |
| CSCO | Sell | CISCO SYS INC | $928,000 | -25.7% | 21,758 | -2.9% | 0.18% | -13.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $874,000 | -16.6% | 19,774 | +0.7% | 0.17% | -3.4% |
| GOOG | ALPHABET INCcap stk cl c | $831,000 | -21.7% | 380 | 0.0% | 0.16% | -9.6% | |
| XOM | Buy | EXXON MOBIL CORP | $825,000 | +156.2% | 9,638 | +147.1% | 0.16% | +196.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $822,000 | -3.0% | 3,405 | +0.5% | 0.16% | +12.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $818,000 | -26.0% | 12,940 | -1.4% | 0.16% | -14.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $792,000 | +10.2% | 47,242 | +24.3% | 0.15% | +27.3% |
| FB | Sell | META PLATFORMS INCcl a | $763,000 | -33.4% | 4,730 | -8.2% | 0.15% | -22.9% |
| MCO | MOODYS CORP | $746,000 | -19.4% | 2,742 | 0.0% | 0.14% | -6.5% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $745,000 | -19.5% | 2,683 | -2.3% | 0.14% | -6.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $723,000 | -11.4% | 2,292 | +0.4% | 0.14% | +2.2% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $711,000 | +306.3% | 19,757 | +374.8% | 0.14% | +375.9% |
| AVGO | Buy | BROADCOM INC | $712,000 | -22.3% | 1,466 | +0.8% | 0.14% | -10.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $703,000 | -9.1% | 3,338 | -1.7% | 0.14% | +4.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $691,000 | -33.4% | 3,509 | -16.1% | 0.13% | -23.0% |
| ANTM | ELEVANCE HEALTH INC | $688,000 | -1.7% | 1,425 | 0.0% | 0.13% | +14.5% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $677,000 | +127.9% | 2,799 | +134.4% | 0.13% | +162.0% |
| INTC | Sell | INTEL CORP | $668,000 | -35.1% | 17,859 | -14.1% | 0.13% | -24.9% |
| ETN | Sell | EATON CORP PLC | $650,000 | -20.6% | 5,158 | -4.5% | 0.13% | -8.0% |
| DVY | ISHARES TRselect divid etf | $630,000 | -8.2% | 5,353 | 0.0% | 0.12% | +6.1% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $608,000 | +12.2% | 11,975 | +12.5% | 0.12% | +29.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $593,000 | -31.2% | 4,261 | -7.6% | 0.12% | -20.7% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $584,000 | -4.4% | 23,458 | +11.9% | 0.11% | +10.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $578,000 | -27.9% | 3,855 | -15.5% | 0.11% | -17.0% |
| KO | Sell | COCA COLA CO | $557,000 | +0.5% | 8,791 | -1.7% | 0.11% | +16.1% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $539,000 | -19.3% | 21,232 | -11.7% | 0.10% | -6.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $528,000 | -16.7% | 13,458 | -0.6% | 0.10% | -2.8% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $519,000 | -31.6% | 1,314 | -18.3% | 0.10% | -20.5% |
| DIS | Sell | DISNEY WALT CO | $511,000 | -33.7% | 5,411 | -3.7% | 0.10% | -23.3% |
| HON | Sell | HONEYWELL INTL INC | $502,000 | -13.4% | 2,891 | -3.0% | 0.10% | 0.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $485,000 | +75.7% | 2,179 | +90.3% | 0.09% | +104.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $486,000 | -9.3% | 12,460 | +10.2% | 0.09% | +4.4% |
| UNP | Sell | UNION PAC CORP | $483,000 | -42.4% | 2,265 | -26.2% | 0.09% | -33.3% |
| ACGL | ARCH CAP GROUP LTDord | $485,000 | -6.0% | 10,666 | 0.0% | 0.09% | +8.0% | |
| ABT | Sell | ABBOTT LABS | $478,000 | -30.1% | 4,399 | -23.9% | 0.09% | -19.1% |
| MDT | Sell | MEDTRONIC PLC | $466,000 | -21.9% | 5,154 | -4.2% | 0.09% | -10.0% |
| CVX | Buy | CHEVRON CORP NEW | $462,000 | +34.7% | 3,189 | +51.2% | 0.09% | +55.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $442,000 | -37.5% | 3,246 | -25.9% | 0.09% | -27.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $439,000 | -5.8% | 808 | +2.4% | 0.08% | +9.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $438,000 | -0.5% | 2,198 | +39.7% | 0.08% | +14.9% |
| AMGN | Sell | AMGEN INC | $432,000 | -2.0% | 1,775 | -2.6% | 0.08% | +13.5% |
| USMV | ISHARES TRmsci usa min vol | $432,000 | -9.4% | 6,146 | 0.0% | 0.08% | +5.0% | |
| YUMC | Sell | YUM CHINA HLDGS INC | $426,000 | +13.3% | 8,783 | -3.0% | 0.08% | +31.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $425,000 | +121.4% | 6,776 | +167.7% | 0.08% | +159.4% |
| TFC | Sell | TRUIST FINL CORP | $426,000 | -17.0% | 8,973 | -0.9% | 0.08% | -3.5% |
| DHI | Sell | D R HORTON INC | $418,000 | -18.5% | 6,308 | -8.3% | 0.08% | -5.8% |
| SYK | Sell | STRYKER CORPORATION | $410,000 | -26.8% | 2,056 | -1.8% | 0.08% | -14.9% |
| MMM | Sell | 3M CO | $412,000 | -16.4% | 3,182 | -3.9% | 0.08% | -3.6% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $411,000 | -63.7% | 24,044 | -63.7% | 0.08% | -57.9% |
| BAC | Sell | BK OF AMERICA CORP | $405,000 | -27.7% | 13,015 | -4.2% | 0.08% | -16.0% |
| ORCL | Sell | ORACLE CORP | $407,000 | -16.6% | 5,822 | -1.3% | 0.08% | -3.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $395,000 | -21.5% | 1,078 | -2.3% | 0.08% | -8.3% |
| MAR | MARRIOTT INTL INC NEWcl a | $387,000 | -22.6% | 2,843 | 0.0% | 0.08% | -10.7% | |
| TREX | Sell | TREX CO INC | $385,000 | -25.4% | 7,077 | -10.4% | 0.08% | -13.8% |
| AMAT | APPLIED MATLS INC | $388,000 | -31.1% | 4,269 | 0.0% | 0.08% | -20.2% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $384,000 | -24.7% | 2,928 | -4.9% | 0.08% | -12.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $379,000 | +0.5% | 1,474 | -1.7% | 0.07% | +17.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $373,000 | +221.6% | 2,777 | +277.3% | 0.07% | +278.9% |
| TJX | Buy | TJX COS INC NEW | $372,000 | -7.0% | 6,660 | +0.8% | 0.07% | +7.5% |
| EPD | ENTERPRISE PRODS PARTNERS L | $367,000 | -5.7% | 15,075 | 0.0% | 0.07% | +9.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $365,000 | -0.8% | 5,854 | 0.0% | 0.07% | +14.5% | |
| URI | UNITED RENTALS INC | $360,000 | -31.6% | 1,480 | 0.0% | 0.07% | -20.5% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $349,000 | -18.8% | 2,211 | -5.1% | 0.07% | -5.6% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $350,000 | -34.3% | 3,725 | -7.7% | 0.07% | -23.6% |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $347,000 | -15.8% | 2,268 | +0.1% | 0.07% | -2.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $346,000 | -25.1% | 7,263 | -15.9% | 0.07% | -13.0% |
| CL | COLGATE PALMOLIVE CO | $340,000 | +5.9% | 4,239 | 0.0% | 0.07% | +22.2% | |
| TGT | Buy | TARGET CORP | $342,000 | -30.6% | 2,419 | +4.0% | 0.07% | -20.5% |
| CAT | Sell | CATERPILLAR INC | $333,000 | -22.7% | 1,865 | -3.6% | 0.06% | -9.7% |
| TRV | Sell | TRAVELERS COMPANIES INC | $337,000 | -10.6% | 1,990 | -3.6% | 0.06% | +3.2% |
| J | Buy | JACOBS ENGR GROUP INC | $323,000 | +0.9% | 2,537 | +9.4% | 0.06% | +16.7% |
| WFC | Sell | WELLS FARGO CO NEW | $325,000 | -20.5% | 8,304 | -1.5% | 0.06% | -8.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $327,000 | -4.4% | 1,061 | +7.6% | 0.06% | +10.5% |
| D | Sell | DOMINION ENERGY INC | $312,000 | -58.1% | 3,909 | -55.4% | 0.06% | -51.2% |
| CRM | Buy | SALESFORCE INC | $314,000 | -15.6% | 1,904 | +8.8% | 0.06% | -1.6% |
| BLK | Buy | BLACKROCK INC | $300,000 | -11.2% | 493 | +11.5% | 0.06% | +1.8% |
| CSX | Buy | CSX CORP | $295,000 | -22.0% | 10,135 | +0.3% | 0.06% | -9.5% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $293,000 | -7.0% | 2,205 | -4.3% | 0.06% | +7.5% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $282,000 | -2.8% | 5,912 | 0.0% | 0.06% | +12.2% | |
| IWR | ISHARES TRrus mid cap etf | $282,000 | -17.1% | 4,359 | 0.0% | 0.06% | -3.5% | |
| DLTR | Sell | DOLLAR TREE INC | $273,000 | -3.9% | 1,750 | -1.4% | 0.05% | +10.4% |
| FVCB | FVCBANKCORP INC | $269,000 | -9.1% | 14,281 | 0.0% | 0.05% | +4.0% | |
| EMR | Sell | EMERSON ELEC CO | $269,000 | -21.1% | 3,384 | -2.7% | 0.05% | -8.8% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $268,000 | -27.6% | 4,622 | -6.1% | 0.05% | -16.1% |
| BLL | Sell | BALL CORP | $265,000 | -27.2% | 3,849 | -4.9% | 0.05% | -16.4% |
| LOW | Sell | LOWES COS INC | $261,000 | -16.9% | 1,494 | -3.9% | 0.05% | -3.8% |
| FAST | Buy | FASTENAL CO | $250,000 | -14.1% | 5,004 | +2.1% | 0.05% | 0.0% |
| PM | PHILIP MORRIS INTL INC | $245,000 | +6.5% | 2,451 | 0.0% | 0.05% | +23.1% | |
| SNPS | Buy | SYNOPSYS INC | $247,000 | -2.0% | 813 | +7.7% | 0.05% | +14.3% |
| NKE | Sell | NIKE INCcl b | $241,000 | -30.5% | 2,349 | -8.9% | 0.05% | -19.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $230,000 | -13.9% | 1,351 | +0.2% | 0.04% | 0.0% |
| TSLA | Buy | TESLA INC | $230,000 | +39.4% | 342 | +123.5% | 0.04% | +60.7% |
| UBSI | UNITED BANKSHARES INC WEST V | $227,000 | +1.3% | 6,426 | 0.0% | 0.04% | +15.8% | |
| MUB | Sell | ISHARES TRnational mun etf | $222,000 | -77.0% | 2,083 | -76.3% | 0.04% | -73.5% |
| VAW | VANGUARD WORLD FDSmaterials etf | $216,000 | -17.6% | 1,350 | 0.0% | 0.04% | -4.5% | |
| FTV | FORTIVE CORP | $210,000 | -11.0% | 3,870 | 0.0% | 0.04% | +2.5% | |
| CSM | PROSHARES TRlarge cap cre | $211,000 | -17.3% | 4,732 | 0.0% | 0.04% | -4.7% | |
| LDOS | Sell | LEIDOS HOLDINGS INC | $207,000 | -8.8% | 2,060 | -1.9% | 0.04% | +5.3% |
| CVS | CVS HEALTH CORP | $206,000 | -8.4% | 2,225 | 0.0% | 0.04% | +5.3% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $199,000 | -41.1% | 1,960 | -34.9% | 0.04% | -31.6% |
| BX | Buy | BLACKSTONE INC | $203,000 | -20.1% | 2,220 | +11.0% | 0.04% | -9.3% |
| GIS | GENERAL MLS INC | $202,000 | +11.6% | 2,675 | 0.0% | 0.04% | +30.0% | |
| WMT | Sell | WALMART INC | $197,000 | -33.4% | 1,617 | -18.7% | 0.04% | -24.0% |
| USB | Sell | US BANCORP DEL | $195,000 | -49.9% | 4,198 | -42.7% | 0.04% | -41.5% |
| BA | Sell | BOEING CO | $189,000 | -28.9% | 1,382 | -0.6% | 0.04% | -17.8% |
| ECL | Sell | ECOLAB INC | $190,000 | -17.4% | 1,233 | -5.4% | 0.04% | -5.1% |
| VRSK | VERISK ANALYTICS INC | $186,000 | -19.5% | 1,075 | 0.0% | 0.04% | -7.7% | |
| VMC | VULCAN MATLS CO | $185,000 | -22.6% | 1,300 | 0.0% | 0.04% | -10.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $188,000 | -15.3% | 4,950 | 0.0% | 0.04% | -2.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $188,000 | -17.9% | 1,788 | 0.0% | 0.04% | -5.3% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $182,000 | -6.7% | 2,515 | +7.2% | 0.04% | +6.1% |
| LIN | LINDE PLC | $181,000 | -10.4% | 631 | 0.0% | 0.04% | +2.9% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $174,000 | -13.0% | 3,474 | 0.0% | 0.03% | 0.0% | |
| FULT | FULTON FINL CORP PA | $175,000 | -12.1% | 11,979 | 0.0% | 0.03% | +3.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $176,000 | -15.4% | 644 | 0.0% | 0.03% | -2.9% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $174,000 | +171.9% | 2,435 | +190.2% | 0.03% | +209.1% |
| IGSB | Sell | ISHARES TR | $169,000 | -53.7% | 3,342 | -52.7% | 0.03% | -45.9% |
| TOWN | TOWNEBANK PORTSMOUTH VA | $164,000 | -8.9% | 6,000 | 0.0% | 0.03% | +6.7% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $163,000 | -27.2% | 1,099 | -18.9% | 0.03% | -15.8% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $163,000 | -22.4% | 2,810 | 0.0% | 0.03% | -8.6% | |
| TXN | Sell | TEXAS INSTRS INC | $161,000 | -23.7% | 1,046 | -9.1% | 0.03% | -11.4% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $158,000 | -22.5% | 1,805 | -8.8% | 0.03% | -8.8% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $155,000 | -15.8% | 5,363 | 0.0% | 0.03% | -3.2% | |
| QUAL | ISHARES TRmsci usa qlt fct | $155,000 | -17.1% | 1,389 | 0.0% | 0.03% | -3.2% | |
| LMT | LOCKHEED MARTIN CORP | $154,000 | -2.5% | 359 | 0.0% | 0.03% | +15.4% | |
| CMI | Sell | CUMMINS INC | $157,000 | -33.2% | 812 | -29.2% | 0.03% | -23.1% |
| IWO | ISHARES TRrus 2000 grw etf | $155,000 | -19.7% | 753 | 0.0% | 0.03% | -6.2% | |
| MO | Buy | ALTRIA GROUP INC | $151,000 | +13.5% | 3,539 | +39.2% | 0.03% | +31.8% |
| TROW | PRICE T ROWE GROUP INC | $151,000 | -24.5% | 1,325 | 0.0% | 0.03% | -14.7% | |
| MSI | MOTOROLA SOLUTIONS INC | $146,000 | -13.1% | 693 | 0.0% | 0.03% | 0.0% | |
| PPG | Sell | PPG INDS INC | $145,000 | -33.5% | 1,266 | -24.0% | 0.03% | -24.3% |
| EGP | EASTGROUP PPTYS INC | $140,000 | -23.9% | 905 | 0.0% | 0.03% | -12.9% | |
| APH | AMPHENOL CORP NEWcl a | $138,000 | -14.3% | 2,134 | 0.0% | 0.03% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $134,000 | -10.7% | 600 | 0.0% | 0.03% | +4.0% | |
| BK | BANK NEW YORK MELLON CORP | $128,000 | -15.8% | 3,057 | 0.0% | 0.02% | 0.0% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $129,000 | +25.2% | 1,795 | +37.5% | 0.02% | +47.1% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $127,000 | -19.6% | 2,129 | 0.0% | 0.02% | -3.8% | |
| VLO | Sell | VALERO ENERGY CORP | $130,000 | -69.9% | 1,220 | -71.4% | 0.02% | -65.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $122,000 | -77.8% | 1,338 | -73.6% | 0.02% | -73.9% |
| BAX | Buy | BAXTER INTL INC | $126,000 | -1.6% | 1,954 | +18.5% | 0.02% | +14.3% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $117,000 | -12.0% | 3,179 | 0.0% | 0.02% | +4.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $120,000 | +20.0% | 852 | +10.9% | 0.02% | +35.3% |
| COF | Buy | CAPITAL ONE FINL CORP | $118,000 | -18.1% | 1,133 | +3.0% | 0.02% | -4.2% |
| QDF | FLEXSHARES TRqualt divd idx | $119,000 | -14.4% | 2,350 | 0.0% | 0.02% | 0.0% | |
| AIZ | Sell | ASSURANT INC | $116,000 | -11.5% | 670 | -7.3% | 0.02% | +4.5% |
| SYY | SYSCO CORP | $119,000 | +4.4% | 1,400 | 0.0% | 0.02% | +21.1% | |
| EFA | ISHARES TRmsci eafe etf | $120,000 | -14.9% | 1,914 | 0.0% | 0.02% | -4.2% | |
| Buy | GENERAL ELECTRIC CO | $119,000 | -29.6% | 1,868 | +1.2% | 0.02% | -17.9% | |
| MAS | Sell | MASCO CORP | $115,000 | -7.3% | 2,274 | -6.4% | 0.02% | +4.8% |
| COO | COOPER COS INC | $113,000 | -24.7% | 360 | 0.0% | 0.02% | -12.0% | |
| DES | WISDOMTREE TRus smallcap divd | $115,000 | -11.5% | 4,085 | 0.0% | 0.02% | 0.0% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $113,000 | -96.3% | 1,449 | -96.1% | 0.02% | -95.7% |
| CME | Buy | CME GROUP INC | $113,000 | -6.6% | 550 | +7.8% | 0.02% | +10.0% |
| AES | AES CORP | $111,000 | -18.4% | 5,300 | 0.0% | 0.02% | -4.3% | |
| PYPL | Sell | PAYPAL HLDGS INC | $109,000 | -47.6% | 1,562 | -13.0% | 0.02% | -40.0% |
| CLX | CLOROX CO DEL | $104,000 | +1.0% | 740 | 0.0% | 0.02% | +17.6% | |
| DFS | DISCOVER FINL SVCS | $102,000 | -13.6% | 1,075 | 0.0% | 0.02% | 0.0% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $102,000 | -17.1% | 968 | -1.2% | 0.02% | -4.8% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $104,000 | -15.4% | 250 | 0.0% | 0.02% | -4.8% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $102,000 | -10.5% | 1,335 | -8.6% | 0.02% | +5.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $102,000 | -96.4% | 1,351 | -96.2% | 0.02% | -95.7% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $105,000 | +10400.0% | 4,342 | +11326.3% | 0.02% | – |
| DVN | New | DEVON ENERGY CORP NEW | $99,000 | – | 1,795 | +100.0% | 0.02% | – |
| MCK | MCKESSON CORP | $96,000 | +6.7% | 294 | 0.0% | 0.02% | +26.7% | |
| CNQ | CANADIAN NAT RES LTD | $98,000 | -12.5% | 1,800 | 0.0% | 0.02% | 0.0% | |
| T | Sell | AT&T INC | $97,000 | -19.2% | 4,629 | -8.9% | 0.02% | -5.0% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $95,000 | -73.6% | 1,035 | -65.7% | 0.02% | -70.0% |
| CARR | CARRIER GLOBAL CORPORATION | $91,000 | -22.2% | 2,548 | 0.0% | 0.02% | -10.0% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $91,000 | -36.4% | 52 | -14.8% | 0.02% | -25.0% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $86,000 | -24.6% | 3,548 | -12.7% | 0.02% | -10.5% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $88,000 | +31.3% | 373 | 0.0% | 0.02% | +54.5% | |
| OTIS | OTIS WORLDWIDE CORP | $90,000 | -8.2% | 1,273 | 0.0% | 0.02% | +6.2% | |
| PLD | Sell | PROLOGIS INC. | $85,000 | -36.1% | 725 | -12.1% | 0.02% | -22.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $86,000 | -39.4% | 900 | -25.0% | 0.02% | -29.2% |
| NVDA | Buy | NVIDIA CORPORATION | $82,000 | -34.4% | 538 | +17.2% | 0.02% | -23.8% |
| DD | Sell | DUPONT DE NEMOURS INC | $84,000 | -30.6% | 1,503 | -8.6% | 0.02% | -20.0% |
| IWP | ISHARES TRrus md cp gr etf | $79,000 | -21.8% | 1,000 | 0.0% | 0.02% | -11.8% | |
| IWC | ISHARES TRmicro-cap etf | $76,000 | -19.1% | 729 | 0.0% | 0.02% | -6.2% | |
| IWB | ISHARES TRrus 1000 etf | $78,000 | -17.0% | 375 | 0.0% | 0.02% | -6.2% | |
| RWR | SPDR SER TRdj reit etf | $76,000 | -19.1% | 799 | 0.0% | 0.02% | -6.2% | |
| LRCX | Sell | LAM RESEARCH CORP | $79,000 | -31.3% | 184 | -14.0% | 0.02% | -21.1% |
| GM | Sell | GENERAL MTRS CO | $77,000 | -77.6% | 2,425 | -69.1% | 0.02% | -74.1% |
| GOOD | GLADSTONE COMMERCIAL CORP | $79,000 | -15.1% | 4,215 | 0.0% | 0.02% | -6.2% | |
| DON | WISDOMTREE TRus midcap divid | $75,000 | -12.8% | 1,935 | 0.0% | 0.02% | +7.1% | |
| DOW | DOW INC | $72,000 | -19.1% | 1,398 | 0.0% | 0.01% | -6.7% | |
| IVE | ISHARES TRs&p 500 val etf | $71,000 | -12.3% | 518 | 0.0% | 0.01% | 0.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $71,000 | -54.2% | 1,180 | -41.7% | 0.01% | -46.2% |
| PSX | PHILLIPS 66 | $74,000 | -5.1% | 900 | 0.0% | 0.01% | +7.7% | |
| FISV | Sell | FISERV INC | $71,000 | -68.2% | 800 | -63.6% | 0.01% | -62.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $73,000 | +1.4% | 1,045 | +8.3% | 0.01% | +16.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $70,000 | +133.3% | 491 | +169.8% | 0.01% | +180.0% |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $70,000 | – | 2,216 | +100.0% | 0.01% | – | |
| KMB | KIMBERLY-CLARK CORP | $69,000 | +9.5% | 509 | 0.0% | 0.01% | +18.2% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $69,000 | – | 900 | +100.0% | 0.01% | – |
| GLD | Sell | SPDR GOLD TR | $68,000 | -44.7% | 403 | -41.0% | 0.01% | -38.1% |
| GL | GLOBE LIFE INC | $66,000 | -2.9% | 675 | 0.0% | 0.01% | +18.2% | |
| UL | UNILEVER PLCspon adr new | $68,000 | 0.0% | 1,485 | 0.0% | 0.01% | +18.2% | |
| RLY | New | SSGA ACTIVE ETF TRmult ass rlrtn | $64,000 | – | 2,288 | +100.0% | 0.01% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $63,000 | -1.6% | 257 | +14.2% | 0.01% | +9.1% |
| ILMN | Sell | ILLUMINA INC | $64,000 | -48.0% | 345 | -1.7% | 0.01% | -42.9% |
| BGR | BLACKROCK ENERGY & RES TR | $64,000 | -4.5% | 5,800 | 0.0% | 0.01% | +9.1% | |
| CB | CHUBB LIMITED | $61,000 | -7.6% | 308 | 0.0% | 0.01% | +9.1% | |
| FNV | FRANCO NEV CORP | $60,000 | -17.8% | 455 | 0.0% | 0.01% | 0.0% | |
| PSA | PUBLIC STORAGE | $63,000 | -19.2% | 200 | 0.0% | 0.01% | -7.7% | |
| EA | Buy | ELECTRONIC ARTS INC | $63,000 | +46.5% | 516 | +51.3% | 0.01% | +71.4% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $64,000 | +814.3% | 1,516 | +1512.8% | 0.01% | +1100.0% |
| HDV | New | ISHARES TRcore high dv etf | $56,000 | – | 555 | +100.0% | 0.01% | – |
| MGK | VANGUARD WORLD FDmega grwth ind | $55,000 | -22.5% | 300 | 0.0% | 0.01% | -8.3% | |
| ITW | ILLINOIS TOOL WKS INC | $55,000 | -12.7% | 300 | 0.0% | 0.01% | 0.0% | |
| ENR | ENERGIZER HLDGS INC NEW | $55,000 | -6.8% | 1,928 | 0.0% | 0.01% | +10.0% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $56,000 | -68.7% | 1,123 | -67.9% | 0.01% | -63.3% |
| DLR | Buy | DIGITAL RLTY TR INC | $55,000 | +5.8% | 425 | +14.9% | 0.01% | +22.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $58,000 | -28.4% | 509 | -32.0% | 0.01% | -21.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $59,000 | -56.3% | 210 | -43.7% | 0.01% | -52.2% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $52,000 | -23.5% | 1,160 | 0.0% | 0.01% | -9.1% | |
| SPGI | S&P GLOBAL INC | $51,000 | -17.7% | 150 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $49,000 | -14.0% | 1,550 | 0.0% | 0.01% | 0.0% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $52,000 | +67.7% | 306 | +83.2% | 0.01% | +100.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $52,000 | -8.8% | 1,287 | +1.6% | 0.01% | 0.0% |
| GPC | GENUINE PARTS CO | $50,000 | +6.4% | 370 | 0.0% | 0.01% | +25.0% | |
| ABC | AMERISOURCEBERGEN CORP | $50,000 | -7.4% | 350 | 0.0% | 0.01% | +11.1% | |
| AOM | Sell | ISHARES TRmodert alloc etf | $49,000 | -49.0% | 1,252 | -43.8% | 0.01% | -37.5% |
| VDE | VANGUARD WORLD FDSenergy etf | $50,000 | -7.4% | 506 | 0.0% | 0.01% | +11.1% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $52,000 | -26.8% | 450 | 0.0% | 0.01% | -16.7% | |
| MET | METLIFE INC | $53,000 | -10.2% | 838 | 0.0% | 0.01% | 0.0% | |
| KRE | Sell | SPDR SER TRs&p regl bkg | $52,000 | -18.8% | 895 | -3.1% | 0.01% | -9.1% |
| SBUX | Sell | STARBUCKS CORP | $44,000 | -88.5% | 572 | -86.3% | 0.01% | -85.9% |
| SWX | SOUTHWEST GAS HLDGS INC | $46,000 | +9.5% | 533 | 0.0% | 0.01% | +28.6% | |
| DE | Buy | DEERE & CO | $47,000 | -24.2% | 157 | +4.7% | 0.01% | -10.0% |
| AME | Sell | AMETEK INC | $46,000 | -24.6% | 415 | -8.8% | 0.01% | -10.0% |
| HACK | ETF MANAGERS TRprime cybr scrty | $48,000 | -22.6% | 1,055 | 0.0% | 0.01% | -10.0% | |
| CINF | CINCINNATI FINL CORP | $48,000 | -11.1% | 400 | 0.0% | 0.01% | 0.0% | |
| SDY | New | SPDR SER TRs&p divid etf | $39,000 | – | 326 | +100.0% | 0.01% | – |
| SPYX | SPDR SER TRspdr s&p 500 etf | $39,000 | -17.0% | 425 | 0.0% | 0.01% | 0.0% | |
| XBI | Buy | SPDR SER TRs&p biotech | $40,000 | -2.4% | 533 | +16.4% | 0.01% | +14.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $39,000 | +875.0% | 308 | +1040.7% | 0.01% | +700.0% |
| BWA | Buy | BORGWARNER INC | $43,000 | -8.5% | 1,300 | +8.3% | 0.01% | 0.0% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $42,000 | -16.0% | 800 | 0.0% | 0.01% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $40,000 | -2.4% | 513 | 0.0% | 0.01% | +14.3% | |
| UI | UBIQUITI INC | $39,000 | -15.2% | 158 | 0.0% | 0.01% | 0.0% | |
| EQCPRD | EQUITY COMWLTH6.5% cnv pfd d | $36,000 | -5.3% | 1,385 | 0.0% | 0.01% | +16.7% | |
| SSO | PROSHARES TR | $36,000 | -30.8% | 800 | 0.0% | 0.01% | -22.2% | |
| SRE | SEMPRA | $35,000 | -12.5% | 236 | 0.0% | 0.01% | 0.0% | |
| AGR | AVANGRID INC | $37,000 | 0.0% | 792 | 0.0% | 0.01% | +16.7% | |
| HUBB | New | HUBBELL INC | $38,000 | – | 210 | +100.0% | 0.01% | – |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $38,000 | -13.6% | 600 | 0.0% | 0.01% | 0.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $36,000 | -18.2% | 533 | 0.0% | 0.01% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $35,000 | -20.5% | 146 | 0.0% | 0.01% | 0.0% | |
| QCOM | Sell | QUALCOMM INC | $36,000 | -36.8% | 285 | -24.0% | 0.01% | -30.0% |
| XRAY | DENTSPLY SIRONA INC | $29,000 | -25.6% | 800 | 0.0% | 0.01% | -14.3% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $30,000 | +2900.0% | 735 | +3575.0% | 0.01% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $31,000 | +210.0% | 105 | +238.7% | 0.01% | +200.0% |
| PPL | Sell | PPL CORP | $33,000 | -8.3% | 1,200 | -3.8% | 0.01% | 0.0% |
| Buy | GXO LOGISTICS INCORPORATED | $31,000 | +40.9% | 720 | +128.6% | 0.01% | +50.0% | |
| WSBC | WESBANCO INC | $32,000 | -5.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SWAV | SHOCKWAVE MED INC | $30,000 | -6.2% | 156 | 0.0% | 0.01% | +20.0% | |
| POOL | Sell | POOL CORP | $30,000 | -42.3% | 85 | -30.9% | 0.01% | -33.3% |
| OKE | ONEOK INC NEW | $31,000 | -22.5% | 560 | 0.0% | 0.01% | -14.3% | |
| ADSK | Sell | AUTODESK INC | $33,000 | -25.0% | 192 | -5.4% | 0.01% | -14.3% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $31,000 | -75.2% | 1,723 | -75.7% | 0.01% | -71.4% |
| STPZ | Sell | PIMCO ETF TR1-5 us tip idx | $28,000 | -89.1% | 545 | -88.4% | 0.01% | -88.4% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $26,000 | – | 658 | +100.0% | 0.01% | – |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $25,000 | -39.0% | 500 | -40.1% | 0.01% | -28.6% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $25,000 | – | 790 | +100.0% | 0.01% | – |
| SASR | Sell | SANDY SPRING BANCORP INC | $27,000 | -98.0% | 697 | -97.6% | 0.01% | -97.8% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $25,000 | -96.1% | 514 | -95.7% | 0.01% | -95.4% |
| PFF | ISHARES TRpfd and incm sec | $24,000 | -7.7% | 725 | 0.0% | 0.01% | +25.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $24,000 | -78.9% | 330 | -76.3% | 0.01% | -73.7% |
| NVS | NOVARTIS AGsponsored adr | $28,000 | -3.4% | 333 | 0.0% | 0.01% | 0.0% | |
| PSTG | PURE STORAGE INCcl a | $26,000 | -25.7% | 1,000 | 0.0% | 0.01% | -16.7% | |
| MS | MORGAN STANLEY | $27,000 | -12.9% | 350 | 0.0% | 0.01% | 0.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $26,000 | -7.1% | 378 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $27,000 | -12.9% | 304 | 0.0% | 0.01% | 0.0% | |
| AMWD | Sell | AMERICAN WOODMARK CORPORATIO | $27,000 | -30.8% | 600 | -25.0% | 0.01% | -28.6% |
| WEC | WEC ENERGY GROUP INC | $28,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $23,000 | -11.5% | 176 | 0.0% | 0.00% | 0.0% | |
| PID | New | INVESCO EXCHANGE TRADED FD Tintl divi achi | $20,000 | – | 1,149 | +100.0% | 0.00% | – |
| HPQ | Buy | HP INC | $23,000 | -11.5% | 707 | +0.6% | 0.00% | 0.0% |
| SLV | ISHARES SILVER TRishares | $19,000 | -17.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| IRBO | ISHARES TRrobotics artif | $19,000 | -20.8% | 700 | 0.0% | 0.00% | 0.0% | |
| FDX | Sell | FEDEX CORP | $23,000 | -86.9% | 102 | -86.5% | 0.00% | -86.2% |
| MTCH | MATCH GROUP INC NEW | $21,000 | -36.4% | 305 | 0.0% | 0.00% | -33.3% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $22,000 | -15.4% | 464 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $19,000 | -9.5% | 83 | 0.0% | 0.00% | 0.0% | |
| SO | Sell | SOUTHERN CO | $21,000 | -79.6% | 300 | -78.8% | 0.00% | -76.5% |
| CF | New | CF INDS HLDGS INC | $21,000 | – | 243 | +100.0% | 0.00% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $23,000 | +15.0% | 629 | +42.6% | 0.00% | +33.3% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $19,000 | -24.0% | 110 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORPORATION | $19,000 | -9.5% | 822 | 0.0% | 0.00% | 0.0% | |
| TSEM | Sell | TOWER SEMICONDUCTOR LTD | $23,000 | -47.7% | 500 | -44.4% | 0.00% | -42.9% |
| JNK | Sell | SPDR SER TRbloomberg high y | $15,000 | -97.3% | 160 | -97.0% | 0.00% | -96.7% |
| CI | CIGNA CORP NEW | $18,000 | +5.9% | 70 | 0.0% | 0.00% | 0.0% | |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $16,000 | -56.8% | 227 | -45.4% | 0.00% | -50.0% |
| CNRG | Sell | SPDR SER TRs&p kensho clean | $18,000 | -21.7% | 231 | -9.8% | 0.00% | -25.0% |
| VTRS | VIATRIS INC | $13,000 | -7.1% | 1,273 | 0.0% | 0.00% | +50.0% | |
| IDEV | Sell | ISHARES TRcore msci intl | $14,000 | -51.7% | 254 | -44.1% | 0.00% | -40.0% |
| IYH | ISHARES TRus hlthcare etf | $18,000 | -5.3% | 66 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $14,000 | 0.0% | 125 | 0.0% | 0.00% | +50.0% | |
| TMUS | T-MOBILE US INC | $14,000 | +7.7% | 102 | 0.0% | 0.00% | +50.0% | |
| PFS | New | PROVIDENT FINL SVCS INC | $16,000 | – | 709 | +100.0% | 0.00% | – |
| CHRW | C H ROBINSON WORLDWIDE INC | $13,000 | 0.0% | 125 | 0.0% | 0.00% | +50.0% | |
| DAL | DELTA AIR LINES INC DEL | $14,000 | -30.0% | 500 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $15,000 | -6.2% | 230 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC | $17,000 | -5.6% | 150 | 0.0% | 0.00% | 0.0% | |
| PAWZ | PROSHARES TRpet care etf | $13,000 | -18.8% | 244 | 0.0% | 0.00% | 0.0% | |
| ETR | Buy | ENTERGY CORP NEW | $17,000 | +30.8% | 150 | +31.6% | 0.00% | +50.0% |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $18,000 | – | 340 | +100.0% | 0.00% | – |
| MOS | Sell | MOSAIC CO NEW | $14,000 | -53.3% | 300 | -32.9% | 0.00% | -40.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $13,000 | -27.8% | 200 | 0.0% | 0.00% | 0.0% | |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $15,000 | -31.8% | 268 | -24.9% | 0.00% | -25.0% |
| RBLX | ROBLOX CORPcl a | $15,000 | -28.6% | 462 | 0.0% | 0.00% | -25.0% | |
| ALB | ALBEMARLE CORP | $18,000 | -5.3% | 84 | 0.0% | 0.00% | 0.0% | |
| IBB | Sell | ISHARES TRishares biotech | $13,000 | -45.8% | 108 | -41.0% | 0.00% | -25.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $16,000 | -11.1% | 1,730 | +28.6% | 0.00% | 0.0% |
| SQ | Sell | BLOCK INCcl a | $14,000 | -73.1% | 230 | -39.8% | 0.00% | -66.7% |
| SWK | STANLEY BLACK & DECKER INC | $13,000 | -27.8% | 126 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $13,000 | 0.0% | 609 | 0.0% | 0.00% | +50.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $14,000 | 0.0% | 60 | 0.0% | 0.00% | +50.0% | |
| XME | New | SPDR SER TRs&p metals mng | $17,000 | – | 400 | +100.0% | 0.00% | – |
| OEF | ISHARES TRs&p 100 etf | $13,000 | -18.8% | 77 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $14,000 | -12.5% | 180 | 0.0% | 0.00% | 0.0% | |
| CHD | New | CHURCH & DWIGHT CO INC | $13,000 | – | 140 | +100.0% | 0.00% | – |
| SIRI | SIRIUS XM HOLDINGS INC | $10,000 | -9.1% | 1,600 | 0.0% | 0.00% | 0.0% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $9,000 | -66.7% | 100 | -50.0% | 0.00% | -60.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $8,000 | -95.6% | 92 | -95.1% | 0.00% | -93.5% |
| PAYX | PAYCHEX INC | $9,000 | -18.2% | 80 | 0.0% | 0.00% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $9,000 | -18.2% | 130 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $10,000 | -9.1% | 69 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $8,000 | -11.1% | 585 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $10,000 | -54.5% | 1,110 | 0.0% | 0.00% | -50.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $12,000 | -14.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $12,000 | -20.0% | 331 | 0.0% | 0.00% | -33.3% | |
| IHRT | IHEARTMEDIA INC | $11,000 | -59.3% | 1,406 | 0.0% | 0.00% | -60.0% | |
| ROKU | ROKU INC | $8,000 | -38.5% | 100 | 0.0% | 0.00% | 0.0% | |
| IHAK | ISHARES TRcybersecurity | $11,000 | -15.4% | 300 | 0.0% | 0.00% | 0.0% | |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $9,000 | – | 85 | +100.0% | 0.00% | – |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $9,000 | -67.9% | 114 | -62.4% | 0.00% | -60.0% |
| MITK | MITEK SYS INC | $11,000 | -35.3% | 1,150 | 0.0% | 0.00% | -33.3% | |
| FLO | FLOWERS FOODS INC | $12,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $11,000 | -8.3% | 1,266 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $9,000 | -25.0% | 130 | 0.0% | 0.00% | 0.0% | |
| TYG | TORTOISE ENERGY INFRA CORP | $11,000 | -15.4% | 375 | 0.0% | 0.00% | 0.0% | |
| ULTA | New | ULTA BEAUTY INC | $8,000 | – | 20 | +100.0% | 0.00% | – |
| KOMP | SPDR SER TRs&p kensho new | $8,000 | -20.0% | 195 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $9,000 | -10.0% | 275 | -6.8% | 0.00% | 0.0% |
| WELL | Sell | WELLTOWER INC | $12,000 | -53.8% | 149 | -45.6% | 0.00% | -50.0% |
| SHELL PLCspon ads | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | ||
| EEMX | SPDR INDEX SHS FDSmsci emr mkt etf | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP | $9,000 | -25.0% | 22 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $12,000 | -7.7% | 80 | 0.0% | 0.00% | 0.0% | |
| New | SHP ETF TRUST | $11,000 | – | 500 | +100.0% | 0.00% | – | |
| New | WARNER BROS DISCOVERY INC | $10,000 | – | 735 | +100.0% | 0.00% | – | |
| TEL | TE CONNECTIVITY LTD | $11,000 | -15.4% | 100 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $11,000 | -8.3% | 140 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $10,000 | -9.1% | 16 | 0.0% | 0.00% | 0.0% | |
| GSK | GSK PLCsponsored adr | $11,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% | |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $8,000 | – | 100 | +100.0% | 0.00% | – |
| GILD | GILEAD SCIENCES INC | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| NTRS | Sell | NORTHERN TR CORP | $8,000 | -95.9% | 85 | -94.9% | 0.00% | -93.9% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $10,000 | +11.1% | 540 | +25.6% | 0.00% | 0.0% |
| SPGM | New | SPDR INDEX SHS FDSportfli msci gbl | $9,000 | – | 200 | +100.0% | 0.00% | – |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $9,000 | -85.0% | 241 | -73.5% | 0.00% | -80.0% |
| NFLX | Sell | NETFLIX INC | $9,000 | -92.7% | 50 | -84.8% | 0.00% | -90.5% |
| ZTO | ZTO EXPRESS CAYMAN INCsponsored ads a | $7,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| SRVR | PACER FDS TRbnchmrk infra | $6,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| PTMC | PACER FDS TRtrendp us mid cp | $4,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| PNM | PNM RES INC | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $3,000 | -75.0% | 65 | 0.0% | 0.00% | -50.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| C | New | CITIGROUP INC | $3,000 | – | 58 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $4,000 | – | 47 | +100.0% | 0.00% | – |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $7,000 | -12.5% | 170 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $7,000 | -12.5% | 14 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $6,000 | -25.0% | 98 | 0.0% | 0.00% | 0.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $5,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $3,000 | -50.0% | 600 | 0.0% | 0.00% | 0.0% | |
| NEOG | NEOGEN CORP | $7,000 | -22.2% | 300 | 0.0% | 0.00% | -50.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TCHP | T ROWE PRICE ETF INCprice blue chip | $5,000 | -28.6% | 245 | 0.0% | 0.00% | 0.0% | |
| TDOC | Sell | TELADOC HEALTH INC | $3,000 | -62.5% | 90 | -18.2% | 0.00% | 0.0% |
| ABB | ABB LTDsponsored adr | $3,000 | -25.0% | 120 | 0.0% | 0.00% | 0.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $4,000 | -71.4% | 200 | -50.0% | 0.00% | -50.0% |
| MKC | MCCORMICK & CO INC | $6,000 | -25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP | $6,000 | -14.3% | 264 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| FITB | Buy | FIFTH THIRD BANCORP | $5,000 | +66.7% | 143 | +98.6% | 0.00% | 0.0% |
| F | FORD MTR CO DEL | $3,000 | -40.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $4,000 | -98.3% | 76 | -98.4% | 0.00% | -97.5% |
| ARCC | ARES CAPITAL CORP | $3,000 | -25.0% | 195 | 0.0% | 0.00% | 0.0% | |
| ITB | ISHARES TRus home cons etf | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| AMRS | AMYRIS INC | $3,000 | -57.1% | 1,600 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $7,000 | -50.0% | 400 | 0.0% | 0.00% | -50.0% | |
| VICI | New | VICI PPTYS INC | $3,000 | – | 86 | +100.0% | 0.00% | – |
| ZTR | VIRTUS GLOBAL DIVID & INCOME | $4,000 | -20.0% | 547 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $3,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $3,000 | -25.0% | 160 | 0.0% | 0.00% | 0.0% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,000 | -99.8% | 37 | -99.8% | 0.00% | -99.7% |
| WY | WEYERHAEUSER CO MTN BE | $5,000 | -16.7% | 160 | 0.0% | 0.00% | 0.0% | |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $5,000 | – | 235 | +100.0% | 0.00% | – |
| AEM | AGNICO EAGLE MINES LTD | $7,000 | -30.0% | 160 | 0.0% | 0.00% | -50.0% | |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $5,000 | – | 235 | +100.0% | 0.00% | – |
| IP | INTERNATIONAL PAPER CO | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $7,000 | +16.7% | 502 | +34.2% | 0.00% | 0.0% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $6,000 | – | 100 | +100.0% | 0.00% | – |
| NXPI | NXP SEMICONDUCTORS N V | $4,000 | -20.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $4,000 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| O | Sell | REALTY INCOME CORP | $3,000 | -91.4% | 46 | -90.8% | 0.00% | -83.3% |
| QSR | RESTAURANT BRANDS INTL INC | $3,000 | -25.0% | 65 | 0.0% | 0.00% | 0.0% | |
| TNDM | TANDEM DIABETES CARE INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATIONcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| FTAI | New | FORTRESS TRANS INFRST INVS L | $2,000 | – | 100 | +100.0% | 0.00% | – |
| XT | Sell | ISHARES TRexponential tech | $1,000 | -50.0% | 22 | -15.4% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL | $1,000 | – | 47 | +100.0% | 0.00% | – |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| AOA | Buy | ISHARES TRaggres alloc etf | $1,000 | 0.0% | 18 | +5.9% | 0.00% | – |
| VEEV | VEEVA SYS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| HBAN | HUNTINGTON BANCSHARES INC | $2,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
| IGC | INDIA GLOBALIZATION CAP INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| REYN | REYNOLDS CONSUMER PRODS INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| TRITIUM DCFC LIMITEDordinary shares | $0 | -100.0% | 50 | 0.0% | 0.00% | – | ||
| MAXN | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | 3 | 0.0% | 0.00% | – | |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NE | $0 | – | -1 | -100.0% | 0.00% | – |
| VELO | Exit | VELOCITY ACQUISITION CORP | $0 | – | -200 | -100.0% | 0.00% | – |
| LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -100 | -100.0% | 0.00% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -5 | -100.0% | 0.00% | – |
| BHF | Sell | BRIGHTHOUSE FINL INC | $0 | – | 3 | -66.7% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $0 | – | 18 | 0.0% | 0.00% | – | |
| MGA | New | MAGNA INTL INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| ENERGY VAULT HOLDINGS INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | ||
| TWOU | 2U INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| BIIB | Sell | BIOGEN INC | $1,000 | -88.9% | 5 | -88.9% | 0.00% | -100.0% |
| UNIT | UNITI GROUP INC | $1,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| UPST | UPSTART HLDGS INC | $2,000 | -75.0% | 75 | 0.0% | 0.00% | -100.0% | |
| TLRY | TILRAY BRANDS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| DAPP | VANECK ETF TRUSTdigi transfrm | $0 | -100.0% | 60 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| FAST RADIUS INC | $0 | – | 50 | 0.0% | 0.00% | – | ||
| KYNDRYL HLDGS INC | $0 | – | 7 | 0.0% | 0.00% | – | ||
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $1,000 | – | 1 | +100.0% | 0.00% | – |
| MU | MICRON TECHNOLOGY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH CORP | $0 | -100.0% | 25 | -98.4% | 0.00% | -100.0% |
| ASAN | ASANA INCcl a | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
| LOTZ | CARLOTZ INC | $0 | -100.0% | 385 | 0.0% | 0.00% | – | |
| KEY | Exit | KEYCORP | $0 | – | -108 | -100.0% | 0.00% | – |
| RUN | SUNRUN INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $0 | -100.0% | 28 | 0.0% | 0.00% | – | |
| NOV | NOV INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -10 | -100.0% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -100.0% | |
| NOK | NOKIA CORPsponsored adr | $0 | – | 50 | 0.0% | 0.00% | – | |
| VSTM | VERASTEM INC | $0 | – | 75 | 0.0% | 0.00% | – | |
| FUN | CEDAR FAIR L Pdepositry unit | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
| DNOW | NOW INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| RE | Exit | EVEREST RE GROUP LTD | $0 | – | -4 | -100.0% | 0.00% | – |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| VNO | New | VORNADO RLTY TRsh ben int | $0 | – | 15 | +100.0% | 0.00% | – |
| CHWY | CHEWY INCcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION CO | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | ||
| OGEN | ORAGENICS INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| COMP | New | COMPASS INCcl a | $2,000 | – | 420 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $0 | – | 4 | +100.0% | 0.00% | – | |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -5 | -100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $2,000 | – | 67 | +100.0% | 0.00% | – |
| PALI | PALISADE BIO INC | $0 | – | 53 | 0.0% | 0.00% | – | |
| CXSE | Sell | WISDOMTREE TRchinadiv ex fi | $1,000 | -90.9% | 32 | -88.7% | 0.00% | -100.0% |
| BEDZ | ADVISORSHARES TRhotel etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $2,000 | -33.3% | 128 | 0.0% | 0.00% | -100.0% | ||
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $2,000 | -99.4% | 83 | -99.4% | 0.00% | -100.0% |
| ZTS | Sell | ZOETIS INCcl a | $1,000 | -97.4% | 5 | -97.5% | 0.00% | -100.0% |
| CTVA | CORTEVA INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| AZZ | AZZ INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $0 | – | 3 | 0.0% | 0.00% | – | ||
| ARKK | Sell | ARK ETF TRinnovation etf | $1,000 | -94.1% | 35 | -86.6% | 0.00% | -100.0% |
| GRAB HOLDINGS LIMITEDclass a ord | $0 | -100.0% | 150 | 0.0% | 0.00% | – | ||
| GRAB HOLDINGS LIMITED*w exp 12/01/202 | $0 | – | 50 | 0.0% | 0.00% | – | ||
| HRTX | HERON THERAPEUTICS INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| PLUG | Sell | PLUG POWER INC | $1,000 | -85.7% | 38 | -84.0% | 0.00% | -100.0% |
| RYN | New | RAYONIER INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $2,000 | – | 18 | +100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $0 | – | 8 | 0.0% | 0.00% | – | |
| INFN | Exit | INFINERA CORP | $0 | – | -325 | -100.0% | -0.00% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -30 | -100.0% | -0.00% | – |
| JIG | Exit | J P MORGAN EXCHANGE-TRADED Finternl gwt | $0 | – | -48 | -100.0% | -0.00% | – |
| MP | Exit | MP MATERIALS CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -30 | -100.0% | -0.00% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -174 | -100.0% | -0.00% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -60 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -58 | -100.0% | -0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -20 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -17 | -100.0% | -0.00% | – |
| WSO | Exit | WATSCO INC | $0 | – | -30 | -100.0% | -0.00% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -207 | -100.0% | -0.00% | – |
| MSTR | Exit | MICROSTRATEGY INCcl a new | $0 | – | -27 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -219 | -100.0% | -0.00% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -390 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -166 | -100.0% | -0.00% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -300 | -100.0% | -0.00% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -478 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -900 | -100.0% | -0.01% | – |
| PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -1,500 | -100.0% | -0.01% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -550 | -100.0% | -0.01% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -3,000 | -100.0% | -0.01% | – |
| MAIN | Exit | MAIN STR CAP CORP | $0 | – | -1,060 | -100.0% | -0.01% | – |
| ITM | Exit | VANECK ETF TRUSTintrmdt muni etf | $0 | – | -1,559 | -100.0% | -0.01% | – |
| PSN | Exit | PARSONS CORP DEL | $0 | – | -2,264 | -100.0% | -0.02% | – |
| FERG | Exit | FERGUSON PLC NEW | $0 | – | -948 | -100.0% | -0.02% | – |
| VERB | Exit | VERB TECHNOLOGY CO INC | $0 | – | -260,561 | -100.0% | -0.04% | – |
| MKCV | Exit | MCCORMICK & CO INC | $0 | – | -20,261 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 22.2% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.5% |
| PIMCO ETF TR | 40 | Q3 2023 | 5.7% |
| ISHARES TR | 40 | Q3 2023 | 4.3% |
| ISHARES TR | 40 | Q3 2023 | 4.0% |
| ISHARES TR | 40 | Q3 2023 | 5.7% |
| AMAZON COM INC | 40 | Q3 2023 | 2.4% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.3% |
| DANAHER CORPORATION | 40 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & CO | 40 | Q3 2023 | 0.9% |
View EVERMAY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2021-11-12 |
View EVERMAY WEALTH MANAGEMENT LLC'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.