$503 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 539 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $83,258,000 | -5.1% | 1,965,961 | +0.0% | 16.56% | -2.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $62,172,000 | +1.3% | 1,239,479 | +1.2% | 12.36% | +3.8% |
| VOO | Buy | VANGUARD INDEX FDS | $53,606,000 | -2.2% | 162,659 | +3.3% | 10.66% | +0.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $32,258,000 | -1.7% | 147,121 | +1.4% | 6.42% | +0.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $25,575,000 | -3.6% | 71,303 | +1.8% | 5.09% | -1.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $25,206,000 | -14.8% | 254,964 | -14.6% | 5.01% | -12.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $14,277,000 | -6.5% | 39,808 | -1.1% | 2.84% | -4.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $11,518,000 | -4.8% | 64,178 | +0.0% | 2.29% | -2.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $11,375,000 | -4.7% | 130,463 | +1.0% | 2.26% | -2.4% |
| AAPL | Sell | APPLE INC | $10,429,000 | +0.6% | 75,462 | -0.4% | 2.07% | +3.1% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,159,000 | -8.0% | 109,051 | -5.6% | 1.62% | -5.7% |
| JMSB | Buy | JOHN MARSHALL BANCORP INC | $8,156,000 | +14.1% | 332,087 | +4.7% | 1.62% | +16.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $6,187,000 | -0.2% | 32,912 | +4.6% | 1.23% | +2.2% |
| AMZN | Sell | AMAZON COM INC | $6,084,000 | +4.9% | 53,839 | -1.4% | 1.21% | +7.5% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $5,142,000 | -20.7% | 208,859 | -7.6% | 1.02% | -18.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,497,000 | +52.2% | 87,772 | +64.7% | 0.89% | +55.7% |
| MSFT | Buy | MICROSOFT CORP | $4,085,000 | -8.6% | 17,541 | +0.8% | 0.81% | -6.5% |
| IBTD | New | ISHARES TRibonds 23 trm ts | $4,079,000 | – | 164,657 | +100.0% | 0.81% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,702,000 | -13.6% | 38,707 | +1867.8% | 0.74% | -11.5% |
| DHR | Sell | DANAHER CORPORATION | $3,353,000 | +1.4% | 12,969 | -0.4% | 0.67% | +3.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,786,000 | -8.1% | 76,612 | +3.1% | 0.55% | -5.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,552,000 | +1.2% | 9,556 | +3.4% | 0.51% | +3.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,399,000 | -6.4% | 22,955 | +0.9% | 0.48% | -4.2% |
| HD | Sell | HOME DEPOT INC | $2,343,000 | +0.6% | 8,490 | -0.1% | 0.47% | +3.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,320,000 | +1.4% | 17,063 | +8.1% | 0.46% | +3.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,268,000 | -0.3% | 13,752 | +2.4% | 0.45% | +2.0% |
| PEP | Sell | PEPSICO INC | $2,245,000 | -3.0% | 13,754 | -1.0% | 0.45% | -0.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,149,000 | +14.1% | 58,904 | +30.2% | 0.43% | +16.7% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $2,144,000 | +16.3% | 43,137 | +16.7% | 0.43% | +19.0% |
| NEE | Sell | NEXTERA ENERGY INC | $2,105,000 | -1.8% | 26,843 | -3.0% | 0.42% | +0.7% |
| V | Buy | VISA INC | $1,993,000 | -8.2% | 11,220 | +1.7% | 0.40% | -6.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,845,000 | -4.3% | 8,624 | -0.3% | 0.37% | -1.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,707,000 | +3.7% | 3,379 | +5.4% | 0.34% | +6.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,633,000 | -5.5% | 13,224 | +0.9% | 0.32% | -3.0% |
| MCD | Sell | MCDONALDS CORP | $1,632,000 | -6.6% | 7,075 | -0.0% | 0.32% | -4.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,561,000 | -5.9% | 9,133 | -3.0% | 0.31% | -3.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,423,000 | -9.1% | 8,710 | -1.2% | 0.28% | -6.9% |
| MRK | MERCK & CO INC | $1,385,000 | -5.5% | 15,962 | 0.0% | 0.28% | -3.2% | |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,331,000 | -8.6% | 6,500 | +4.6% | 0.26% | -6.4% |
| PFE | Buy | PFIZER INC | $1,309,000 | -15.3% | 29,905 | +1.4% | 0.26% | -13.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,273,000 | -30.4% | 29,611 | -20.6% | 0.25% | -28.7% |
| BNL | Buy | BROADSTONE NET LEASE INC | $1,265,000 | -20.3% | 80,759 | +5.0% | 0.25% | -18.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,254,000 | +7.2% | 2,655 | +8.8% | 0.25% | +9.7% |
| ABBV | Sell | ABBVIE INC | $1,238,000 | -14.9% | 9,224 | -2.9% | 0.25% | -12.8% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,233,000 | -12.1% | 43,845 | -1.7% | 0.24% | -9.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,185,000 | -13.2% | 12,744 | +0.1% | 0.24% | -10.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,181,000 | -6.3% | 5,634 | +1.5% | 0.24% | -4.1% |
| LLY | Buy | LILLY ELI & CO | $1,149,000 | +0.2% | 3,553 | +0.5% | 0.23% | +2.7% |
| BRO | BROWN & BROWN INC | $1,118,000 | +3.7% | 18,480 | 0.0% | 0.22% | +6.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,075,000 | -7.2% | 15,118 | +1.1% | 0.21% | -4.9% |
| MLM | MARTIN MARIETTA MATLS INC | $1,050,000 | +7.7% | 3,259 | 0.0% | 0.21% | +10.6% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,052,000 | -9.3% | 12,857 | +6.5% | 0.21% | -7.1% |
| YUM | Buy | YUM BRANDS INC | $1,043,000 | -5.8% | 9,805 | +0.6% | 0.21% | -3.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,032,000 | -3.1% | 2,195 | -1.3% | 0.20% | -1.0% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,012,000 | -2.8% | 21,965 | -0.3% | 0.20% | -0.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $954,000 | -12.2% | 4,533 | -8.7% | 0.19% | -10.0% |
| SCHW | SCHWAB CHARLES CORP | $930,000 | +13.7% | 12,940 | 0.0% | 0.18% | +16.4% | |
| PG | Sell | PROCTER AND GAMBLE CO | $927,000 | -13.2% | 7,343 | -1.1% | 0.18% | -11.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $900,000 | +26.6% | 26,420 | +33.7% | 0.18% | +29.7% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $902,000 | +17940.0% | 43,240 | +18300.0% | 0.18% | +17800.0% |
| XOM | Buy | EXXON MOBIL CORP | $859,000 | +4.1% | 9,842 | +2.1% | 0.17% | +6.9% |
| CSCO | Sell | CISCO SYS INC | $848,000 | -8.6% | 21,203 | -2.6% | 0.17% | -6.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $832,000 | -4.8% | 19,818 | +0.2% | 0.16% | -2.9% |
| IBTE | New | ISHARES TRibonds 24 trm ts | $825,000 | – | 34,457 | +100.0% | 0.16% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $822,000 | -14.2% | 5,091 | -3.0% | 0.16% | -12.4% |
| APD | Buy | AIR PRODS & CHEMS INC | $813,000 | -1.1% | 3,479 | +2.2% | 0.16% | +1.2% |
| KMI | Buy | KINDER MORGAN INC DEL | $816,000 | +3.0% | 49,039 | +3.8% | 0.16% | +5.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $770,000 | +9.5% | 3,394 | +1.7% | 0.15% | +12.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $750,000 | -9.7% | 7,800 | +1952.6% | 0.15% | -7.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $703,000 | -5.6% | 2,733 | +1.9% | 0.14% | -3.4% |
| AVGO | Buy | BROADCOM INC | $689,000 | -3.2% | 1,551 | +5.8% | 0.14% | -0.7% |
| ETN | Sell | EATON CORP PLC | $686,000 | +5.5% | 5,144 | -0.3% | 0.14% | +7.9% |
| MCO | MOODYS CORP | $667,000 | -10.6% | 2,742 | 0.0% | 0.13% | -8.3% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $663,000 | -4.1% | 3,399 | -3.1% | 0.13% | -1.5% |
| ANTM | Buy | ELEVANCE HEALTH INC | $661,000 | -3.9% | 1,456 | +2.2% | 0.13% | -2.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $651,000 | -10.0% | 2,288 | -0.2% | 0.13% | -7.9% |
| DVY | Buy | ISHARES TRselect divid etf | $623,000 | -1.1% | 5,813 | +8.6% | 0.12% | +1.6% |
| FB | Sell | META PLATFORMS INCcl a | $621,000 | -18.6% | 4,574 | -3.3% | 0.12% | -16.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $595,000 | +199.0% | 6,269 | +219.8% | 0.12% | +202.6% |
| LHX | L3HARRIS TECHNOLOGIES INC | $582,000 | -14.0% | 2,799 | 0.0% | 0.12% | -11.5% | |
| AXP | Sell | AMERICAN EXPRESS CO | $566,000 | -4.6% | 4,196 | -1.5% | 0.11% | -1.7% |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $513,000 | – | 25,154 | +100.0% | 0.10% | – |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $507,000 | -13.2% | 23,322 | -0.6% | 0.10% | -10.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $503,000 | +3.5% | 13,310 | +6.8% | 0.10% | +6.4% |
| KO | Buy | COCA COLA CO | $500,000 | -10.2% | 8,856 | +0.7% | 0.10% | -8.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $499,000 | +13.9% | 2,320 | +5.6% | 0.10% | +16.5% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $496,000 | -14.2% | 3,461 | -10.2% | 0.10% | -11.6% |
| HON | Buy | HONEYWELL INTL INC | $495,000 | -1.4% | 2,966 | +2.6% | 0.10% | +1.0% |
| ACGL | ARCH CAP GROUP LTDord | $486,000 | +0.2% | 10,666 | 0.0% | 0.10% | +3.2% | |
| CVX | Buy | CHEVRON CORP NEW | $489,000 | +5.8% | 3,402 | +6.7% | 0.10% | +7.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $484,000 | +13.9% | 7,996 | +18.0% | 0.10% | +15.7% |
| DIS | Sell | DISNEY WALT CO | $475,000 | -7.0% | 5,031 | -7.0% | 0.09% | -5.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $472,000 | -9.1% | 1,312 | -0.2% | 0.09% | -6.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $459,000 | -14.8% | 20,497 | -3.5% | 0.09% | -13.3% |
| UNP | Buy | UNION PAC CORP | $458,000 | -5.2% | 2,350 | +3.8% | 0.09% | -3.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $459,000 | +23.1% | 3,605 | +29.8% | 0.09% | +26.4% |
| AMGN | Buy | AMGEN INC | $451,000 | +4.4% | 2,002 | +12.8% | 0.09% | +7.1% |
| GD | Sell | GENERAL DYNAMICS CORP | $452,000 | -6.8% | 2,129 | -2.3% | 0.09% | -4.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $430,000 | +24.3% | 9,666 | +33.1% | 0.09% | +28.4% |
| ABT | ABBOTT LABS | $426,000 | -10.9% | 4,399 | 0.0% | 0.08% | -8.6% | |
| SYK | STRYKER CORPORATION | $418,000 | +2.0% | 2,056 | 0.0% | 0.08% | +3.8% | |
| YUMC | YUM CHINA HLDGS INC | $416,000 | -2.3% | 8,783 | 0.0% | 0.08% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $419,000 | -5.2% | 3,246 | 0.0% | 0.08% | -3.5% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $418,000 | +8.0% | 2,980 | +4.8% | 0.08% | +10.7% |
| MDT | Sell | MEDTRONIC PLC | $413,000 | -11.4% | 5,072 | -1.6% | 0.08% | -8.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $411,000 | -6.4% | 810 | +0.2% | 0.08% | -3.5% |
| TJX | TJX COS INC NEW | $414,000 | +11.3% | 6,660 | 0.0% | 0.08% | +13.9% | |
| URI | UNITED RENTALS INC | $400,000 | +11.1% | 1,480 | 0.0% | 0.08% | +14.3% | |
| BAC | Buy | BK OF AMERICA CORP | $399,000 | -1.5% | 13,215 | +1.5% | 0.08% | 0.0% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $388,000 | -5.6% | 23,303 | -3.1% | 0.08% | -3.8% |
| TFC | Sell | TRUIST FINL CORP | $389,000 | -8.7% | 8,931 | -0.5% | 0.08% | -7.2% |
| INTC | Sell | INTEL CORP | $383,000 | -42.7% | 14,877 | -16.7% | 0.08% | -41.5% |
| DHI | Sell | D R HORTON INC | $384,000 | -8.1% | 5,708 | -9.5% | 0.08% | -6.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $374,000 | -13.4% | 5,654 | -8.0% | 0.07% | -11.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $366,000 | -30.7% | 12,472 | -7.3% | 0.07% | -29.1% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $366,000 | -4.7% | 2,878 | -1.7% | 0.07% | -2.7% |
| ORCL | Buy | ORACLE CORP | $361,000 | -11.3% | 5,916 | +1.6% | 0.07% | -8.9% |
| TGT | Buy | TARGET CORP | $361,000 | +5.6% | 2,436 | +0.7% | 0.07% | +9.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $358,000 | -2.5% | 15,075 | 0.0% | 0.07% | 0.0% | |
| AMAT | APPLIED MATLS INC | $350,000 | -9.8% | 4,269 | 0.0% | 0.07% | -6.7% | |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $347,000 | 0.0% | 2,336 | +3.0% | 0.07% | +3.0% |
| WFC | WELLS FARGO CO NEW | $334,000 | +2.8% | 8,304 | 0.0% | 0.07% | +4.8% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $334,000 | -4.6% | 3,701 | -0.6% | 0.07% | -2.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $332,000 | -9.0% | 6,019 | +2.8% | 0.07% | -7.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $326,000 | -6.6% | 2,181 | -1.4% | 0.06% | -4.4% |
| AMT | AMERICAN TOWER CORP NEW | $316,000 | -16.6% | 1,474 | 0.0% | 0.06% | -14.9% | |
| MMM | Sell | 3M CO | $310,000 | -24.8% | 2,807 | -11.8% | 0.06% | -22.5% |
| TREX | TREX CO INC | $311,000 | -19.2% | 7,077 | 0.0% | 0.06% | -17.3% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $314,000 | -6.8% | 2,050 | +3.0% | 0.06% | -4.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $306,000 | -49.7% | 8,065 | -32.7% | 0.06% | -48.3% |
| CAT | CATERPILLAR INC | $306,000 | -8.1% | 1,865 | 0.0% | 0.06% | -6.2% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $297,000 | -24.8% | 1,078 | 0.0% | 0.06% | -23.4% | |
| CL | COLGATE PALMOLIVE CO | $298,000 | -12.4% | 4,239 | 0.0% | 0.06% | -10.6% | |
| LOW | Buy | LOWES COS INC | $292,000 | +11.9% | 1,554 | +4.0% | 0.06% | +13.7% |
| BLK | Buy | BLACKROCK INC | $291,000 | -3.0% | 529 | +7.3% | 0.06% | 0.0% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $282,000 | +5.2% | 4,622 | 0.0% | 0.06% | +7.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $281,000 | -0.4% | 5,912 | 0.0% | 0.06% | +1.8% | |
| TSLA | Buy | TESLA INC | $275,000 | +19.6% | 1,038 | +203.5% | 0.06% | +22.2% |
| New | JACOBS SOLUTIONS INC | $277,000 | – | 2,547 | +100.0% | 0.06% | – | |
| D | DOMINION ENERGY INC | $270,000 | -13.5% | 3,909 | 0.0% | 0.05% | -11.5% | |
| FVCB | FVCBANKCORP INC | $274,000 | +1.9% | 14,281 | 0.0% | 0.05% | +3.8% | |
| CRM | Sell | SALESFORCE INC | $266,000 | -15.3% | 1,849 | -2.9% | 0.05% | -13.1% |
| CSX | Sell | CSX CORP | $265,000 | -10.2% | 9,963 | -1.7% | 0.05% | -7.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $252,000 | -10.6% | 4,059 | -6.9% | 0.05% | -9.1% |
| WMT | Buy | WALMART INC | $249,000 | +26.4% | 1,917 | +18.6% | 0.05% | +31.6% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $246,000 | -16.0% | 2,006 | -9.0% | 0.05% | -14.0% |
| SNPS | SYNOPSYS INC | $248,000 | +0.4% | 813 | 0.0% | 0.05% | +2.1% | |
| EMR | EMERSON ELEC CO | $248,000 | -7.8% | 3,384 | 0.0% | 0.05% | -5.8% | |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $248,000 | -24.2% | 861 | -18.9% | 0.05% | -22.2% |
| DLTR | Sell | DOLLAR TREE INC | $237,000 | -13.2% | 1,740 | -0.6% | 0.05% | -11.3% |
| FAST | Buy | FASTENAL CO | $231,000 | -7.6% | 5,024 | +0.4% | 0.05% | -6.1% |
| FTV | FORTIVE CORP | $226,000 | +7.6% | 3,870 | 0.0% | 0.04% | +9.8% | |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $223,000 | -3.0% | 1,382 | +2.3% | 0.04% | -2.2% |
| UBSI | Sell | UNITED BANKSHARES INC WEST V | $216,000 | -4.8% | 5,989 | -6.8% | 0.04% | -2.3% |
| BX | Buy | BLACKSTONE INC | $215,000 | +5.9% | 2,565 | +15.5% | 0.04% | +10.3% |
| CVS | CVS HEALTH CORP | $212,000 | +2.9% | 2,225 | 0.0% | 0.04% | +5.0% | |
| GIS | GENERAL MLS INC | $205,000 | +1.5% | 2,675 | 0.0% | 0.04% | +5.1% | |
| PM | Sell | PHILIP MORRIS INTL INC | $205,000 | -16.3% | 2,436 | -0.6% | 0.04% | -14.6% |
| VMC | VULCAN MATLS CO | $205,000 | +10.8% | 1,300 | 0.0% | 0.04% | +13.9% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $201,000 | -6.9% | 1,350 | 0.0% | 0.04% | -4.8% | |
| MUB | Sell | ISHARES TRnational mun etf | $202,000 | -9.0% | 1,967 | -5.6% | 0.04% | -7.0% |
| CSM | PROSHARES TRlarge cap cre | $200,000 | -5.2% | 4,732 | 0.0% | 0.04% | -2.4% | |
| NKE | NIKE INCcl b | $196,000 | -18.7% | 2,349 | 0.0% | 0.04% | -17.0% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $197,000 | +13.2% | 2,735 | +12.3% | 0.04% | +14.7% |
| FULT | FULTON FINL CORP PA | $191,000 | +9.1% | 11,979 | 0.0% | 0.04% | +11.8% | |
| BLL | BALL CORP | $186,000 | -29.8% | 3,849 | 0.0% | 0.04% | -27.5% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $187,000 | -0.5% | 1,788 | 0.0% | 0.04% | +2.8% | |
| New | RENEW ENERGY GLOBAL PLC | $181,000 | – | 30,000 | +100.0% | 0.04% | – | |
| VRSK | VERISK ANALYTICS INC | $183,000 | -1.6% | 1,075 | 0.0% | 0.04% | 0.0% | |
| LDOS | LEIDOS HOLDINGS INC | $180,000 | -13.0% | 2,060 | 0.0% | 0.04% | -10.0% | |
| ECL | ECOLAB INC | $179,000 | -5.8% | 1,233 | 0.0% | 0.04% | -2.7% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $169,000 | -7.1% | 2,515 | 0.0% | 0.03% | -2.9% | |
| USB | US BANCORP DEL | $171,000 | -12.3% | 4,198 | 0.0% | 0.03% | -10.5% | |
| LIN | LINDE PLC | $170,000 | -6.1% | 631 | 0.0% | 0.03% | -2.9% | |
| IGSB | ISHARES TR | $165,000 | -2.4% | 3,342 | 0.0% | 0.03% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $166,000 | +3.1% | 1,073 | +2.6% | 0.03% | +6.5% |
| APH | Buy | AMPHENOL CORP NEWcl a | $164,000 | +18.8% | 2,437 | +14.2% | 0.03% | +22.2% |
| CMI | CUMMINS INC | $165,000 | +5.1% | 812 | 0.0% | 0.03% | +10.0% | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $162,000 | -1.2% | 6,000 | 0.0% | 0.03% | 0.0% | |
| BA | Sell | BOEING CO | $163,000 | -13.8% | 1,344 | -2.7% | 0.03% | -13.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $158,000 | +2.6% | 409 | +13.9% | 0.03% | +3.3% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $155,000 | -17.6% | 4,950 | 0.0% | 0.03% | -13.9% | |
| MSI | MOTOROLA SOLUTIONS INC | $156,000 | +6.8% | 693 | 0.0% | 0.03% | +10.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $156,000 | +0.6% | 753 | 0.0% | 0.03% | +3.3% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $157,000 | -3.7% | 2,810 | 0.0% | 0.03% | -3.1% | |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $151,000 | -14.2% | 654 | +1.6% | 0.03% | -11.8% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $148,000 | -6.3% | 1,970 | +9.1% | 0.03% | -6.5% |
| AWK | AMERICAN WTR WKS CO INC NEW | $143,000 | -12.3% | 1,099 | 0.0% | 0.03% | -12.5% | |
| TROW | PRICE T ROWE GROUP INC | $139,000 | -7.9% | 1,325 | 0.0% | 0.03% | -3.4% | |
| PPG | PPG INDS INC | $140,000 | -3.4% | 1,266 | 0.0% | 0.03% | 0.0% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $137,000 | +93.0% | 1,068 | +106.2% | 0.03% | +92.9% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $138,000 | -11.0% | 5,363 | 0.0% | 0.03% | -10.0% | |
| MO | Sell | ALTRIA GROUP INC | $138,000 | -8.6% | 3,339 | -5.7% | 0.03% | -6.9% |
| PYPL | PAYPAL HLDGS INC | $134,000 | +22.9% | 1,562 | 0.0% | 0.03% | +28.6% | |
| VLO | VALERO ENERGY CORP | $130,000 | 0.0% | 1,220 | 0.0% | 0.03% | +4.0% | |
| EGP | EASTGROUP PPTYS INC | $131,000 | -6.4% | 905 | 0.0% | 0.03% | -3.7% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $127,000 | -18.1% | 1,223 | -12.0% | 0.02% | -16.7% |
| AES | AES CORP | $120,000 | +8.1% | 5,300 | 0.0% | 0.02% | +9.1% | |
| AIZ | Buy | ASSURANT INC | $122,000 | +5.2% | 840 | +25.4% | 0.02% | +4.3% |
| SHW | SHERWIN WILLIAMS CO | $123,000 | -8.2% | 600 | 0.0% | 0.02% | -7.7% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $114,000 | -10.2% | 2,129 | 0.0% | 0.02% | -8.0% | |
| GENERAL ELECTRIC CO | $116,000 | -2.5% | 1,868 | 0.0% | 0.02% | 0.0% | ||
| BK | BANK NEW YORK MELLON CORP | $118,000 | -7.8% | 3,057 | 0.0% | 0.02% | -8.0% | |
| QDF | FLEXSHARES TRqualt divd idx | $111,000 | -6.7% | 2,350 | 0.0% | 0.02% | -4.3% | |
| COF | Buy | CAPITAL ONE FINL CORP | $110,000 | -6.8% | 1,190 | +5.0% | 0.02% | -4.3% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $110,000 | -6.0% | 3,179 | 0.0% | 0.02% | -4.3% | |
| DES | WISDOMTREE TRus smallcap divd | $105,000 | -8.7% | 4,085 | 0.0% | 0.02% | -4.5% | |
| MAS | MASCO CORP | $106,000 | -7.8% | 2,274 | 0.0% | 0.02% | -4.5% | |
| DVN | DEVON ENERGY CORP NEW | $108,000 | +9.1% | 1,795 | 0.0% | 0.02% | +10.5% | |
| MCK | MCKESSON CORP | $100,000 | +4.2% | 294 | 0.0% | 0.02% | +5.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $101,000 | -2.9% | 250 | 0.0% | 0.02% | 0.0% | |
| SYY | SYSCO CORP | $99,000 | -16.8% | 1,400 | 0.0% | 0.02% | -13.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $99,000 | -2.9% | 1,335 | 0.0% | 0.02% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $101,000 | -15.8% | 852 | 0.0% | 0.02% | -13.0% | |
| TPYP | MANAGED PORTFOLIO SERIEStortoise nram pi | $100,000 | -4.8% | 4,342 | 0.0% | 0.02% | 0.0% | |
| BAX | Sell | BAXTER INTL INC | $98,000 | -22.2% | 1,805 | -7.6% | 0.02% | -20.8% |
| DFS | DISCOVER FINL SVCS | $98,000 | -3.9% | 1,075 | 0.0% | 0.02% | -5.0% | |
| BKNG | Buy | BOOKING HOLDINGS INC | $97,000 | +6.6% | 59 | +13.5% | 0.02% | +5.6% |
| IJT | ISHARES TRs&p sml 600 gwt | $98,000 | -3.9% | 968 | 0.0% | 0.02% | -5.0% | |
| CLX | Buy | CLOROX CO DEL | $96,000 | -7.7% | 748 | +1.1% | 0.02% | -5.0% |
| COO | COOPER COS INC | $95,000 | -15.9% | 360 | 0.0% | 0.02% | -13.6% | |
| CME | CME GROUP INC | $97,000 | -14.2% | 550 | 0.0% | 0.02% | -13.6% | |
| AUB | New | ATLANTIC UN BANKSHARES CORP | $94,000 | – | 3,096 | +100.0% | 0.02% | – |
| PSA | Buy | PUBLIC STORAGE | $90,000 | +42.9% | 307 | +53.5% | 0.02% | +50.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $92,000 | -23.3% | 1,634 | -14.6% | 0.02% | -21.7% |
| CARR | CARRIER GLOBAL CORPORATION | $91,000 | 0.0% | 2,548 | 0.0% | 0.02% | 0.0% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $91,000 | -25.4% | 1,132 | -15.4% | 0.02% | -25.0% |
| WSO | New | WATSCO INC | $91,000 | – | 353 | +100.0% | 0.02% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $85,000 | +34.9% | 349 | +35.8% | 0.02% | +41.7% |
| AKAM | AKAMAI TECHNOLOGIES INC | $83,000 | -12.6% | 1,035 | 0.0% | 0.02% | -5.6% | |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $85,000 | -34.1% | 1,275 | -29.0% | 0.02% | -32.0% |
| NVDA | Buy | NVIDIA CORPORATION | $87,000 | +6.1% | 715 | +32.9% | 0.02% | +6.2% |
| CNQ | CANADIAN NAT RES LTD | $85,000 | -13.3% | 1,800 | 0.0% | 0.02% | -10.5% | |
| IBTB | New | ISHARES TRibonds 22 trm ts | $86,000 | – | 3,400 | +100.0% | 0.02% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $80,000 | +45.5% | 438 | +46.0% | 0.02% | +45.5% |
| IWP | ISHARES TRrus md cp gr etf | $78,000 | -1.3% | 1,000 | 0.0% | 0.02% | +6.7% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $82,000 | -27.4% | 1,121 | -22.6% | 0.02% | -27.3% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $78,000 | -11.4% | 373 | 0.0% | 0.02% | -5.9% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $82,000 | +12.3% | 1,245 | +19.1% | 0.02% | +14.3% |
| OTIS | OTIS WORLDWIDE CORP | $81,000 | -10.0% | 1,273 | 0.0% | 0.02% | -5.9% | |
| DON | WISDOMTREE TRus midcap divid | $73,000 | -2.7% | 1,935 | 0.0% | 0.02% | 0.0% | |
| PSX | PHILLIPS 66 | $73,000 | -1.4% | 900 | 0.0% | 0.02% | +7.1% | |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $75,000 | +1400.0% | 3,550 | +1410.6% | 0.02% | +1400.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $75,000 | +7.1% | 557 | +13.4% | 0.02% | +7.1% |
| PRU | PRUDENTIAL FINL INC | $77,000 | -10.5% | 900 | 0.0% | 0.02% | -11.8% | |
| IWC | ISHARES TRmicro-cap etf | $75,000 | -1.3% | 729 | 0.0% | 0.02% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $74,000 | -5.1% | 375 | 0.0% | 0.02% | 0.0% | |
| FISV | FISERV INC | $75,000 | +5.6% | 800 | 0.0% | 0.02% | +7.1% | |
| DD | DUPONT DE NEMOURS INC | $76,000 | -9.5% | 1,503 | 0.0% | 0.02% | -6.2% | |
| LRCX | LAM RESEARCH CORP | $68,000 | -13.9% | 184 | 0.0% | 0.01% | -6.7% | |
| PLD | Sell | PROLOGIS INC. | $70,000 | -17.6% | 690 | -4.8% | 0.01% | -17.6% |
| GM | Sell | GENERAL MTRS CO | $70,000 | -9.1% | 2,175 | -10.3% | 0.01% | -6.7% |
| CB | Buy | CHUBB LIMITED | $71,000 | +16.4% | 387 | +25.6% | 0.01% | +16.7% |
| T | Sell | AT&T INC | $70,000 | -27.8% | 4,557 | -1.6% | 0.01% | -26.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $65,000 | +10.2% | 244 | +16.2% | 0.01% | +18.2% |
| GOOD | GLADSTONE COMMERCIAL CORP | $65,000 | -17.7% | 4,215 | 0.0% | 0.01% | -13.3% | |
| GL | GLOBE LIFE INC | $67,000 | +1.5% | 675 | 0.0% | 0.01% | 0.0% | |
| GLD | Buy | SPDR GOLD TR | $64,000 | -5.9% | 416 | +3.2% | 0.01% | 0.0% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $66,000 | -23.3% | 3,073 | -13.4% | 0.01% | -23.5% |
| BGR | BLACKROCK ENERGY & RES TR | $63,000 | -1.6% | 5,800 | 0.0% | 0.01% | +8.3% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $66,000 | -5.7% | 2,216 | 0.0% | 0.01% | -7.1% | ||
| UL | UNILEVER PLCspon adr new | $65,000 | -4.4% | 1,485 | 0.0% | 0.01% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $67,000 | -11.8% | 799 | 0.0% | 0.01% | -13.3% | |
| EA | ELECTRONIC ARTS INC | $60,000 | -4.8% | 516 | 0.0% | 0.01% | 0.0% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $59,000 | -66.1% | 1,324 | -61.9% | 0.01% | -64.7% |
| KMB | KIMBERLY-CLARK CORP | $58,000 | -15.9% | 509 | 0.0% | 0.01% | -7.7% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $62,000 | -3.1% | 1,516 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $55,000 | +5.8% | 450 | 0.0% | 0.01% | +10.0% | |
| FNV | FRANCO NEV CORP | $54,000 | -10.0% | 455 | 0.0% | 0.01% | -8.3% | |
| GPC | GENUINE PARTS CO | $56,000 | +12.0% | 370 | 0.0% | 0.01% | +10.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $57,000 | -17.4% | 900 | 0.0% | 0.01% | -15.4% | |
| KRE | SPDR SER TRs&p regl bkg | $53,000 | +1.9% | 895 | 0.0% | 0.01% | +10.0% | |
| XBI | Buy | SPDR SER TRs&p biotech | $49,000 | +22.5% | 618 | +15.9% | 0.01% | +25.0% |
| HDV | ISHARES TRcore high dv etf | $51,000 | -8.9% | 555 | 0.0% | 0.01% | -9.1% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $52,000 | -5.5% | 300 | 0.0% | 0.01% | -9.1% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $48,000 | -7.7% | 1,160 | 0.0% | 0.01% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $52,000 | +4.0% | 506 | 0.0% | 0.01% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $51,000 | +27.5% | 684 | +33.3% | 0.01% | +25.0% |
| ENR | ENERGIZER HLDGS INC NEW | $48,000 | -12.7% | 1,928 | 0.0% | 0.01% | -9.1% | |
| DE | DEERE & CO | $52,000 | +10.6% | 157 | 0.0% | 0.01% | +11.1% | |
| MET | METLIFE INC | $51,000 | -3.8% | 838 | 0.0% | 0.01% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $50,000 | +13.6% | 593 | +3.7% | 0.01% | +11.1% |
| HUBB | HUBBELL INC | $47,000 | +23.7% | 210 | 0.0% | 0.01% | +28.6% | |
| AOM | ISHARES TRmodert alloc etf | $46,000 | -6.1% | 1,252 | 0.0% | 0.01% | -10.0% | |
| AME | AMETEK INC | $47,000 | +2.2% | 415 | 0.0% | 0.01% | 0.0% | |
| CCI | Sell | CROWN CASTLE INC | $44,000 | -15.4% | 301 | -1.6% | 0.01% | -10.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $43,000 | -17.3% | 1,247 | -3.1% | 0.01% | -10.0% |
| ABC | AMERISOURCEBERGEN CORP | $47,000 | -6.0% | 350 | 0.0% | 0.01% | -10.0% | |
| DLR | Buy | DIGITAL RLTY TR INC | $47,000 | -14.5% | 470 | +10.6% | 0.01% | -18.2% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $45,000 | -19.6% | 944 | -15.9% | 0.01% | -18.2% |
| ILMN | Sell | ILLUMINA INC | $47,000 | -26.6% | 248 | -28.1% | 0.01% | -25.0% |
| IEFA | New | ISHARES TRcore msci eafe | $45,000 | – | 850 | +100.0% | 0.01% | – |
| HACK | ETF MANAGERS TRprime cybr scrty | $46,000 | -4.2% | 1,055 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $45,000 | -8.2% | 1,550 | 0.0% | 0.01% | -10.0% | |
| SPGI | S&P GLOBAL INC | $46,000 | -9.8% | 150 | 0.0% | 0.01% | -10.0% | |
| BWA | BORGWARNER INC | $41,000 | -4.7% | 1,300 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR SER TRs&p divid etf | $36,000 | -7.7% | 326 | 0.0% | 0.01% | -12.5% | |
| EQCPRD | EQUITY COMWLTH6.5% cnv pfd d | $36,000 | 0.0% | 1,385 | 0.0% | 0.01% | 0.0% | |
| WSBC | WESBANCO INC | $34,000 | +6.2% | 1,000 | 0.0% | 0.01% | +16.7% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $37,000 | -5.1% | 308 | 0.0% | 0.01% | -12.5% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $36,000 | 0.0% | 535 | +0.4% | 0.01% | 0.0% |
| ADSK | AUTODESK INC | $36,000 | +9.1% | 192 | 0.0% | 0.01% | +16.7% | |
| AGR | AVANGRID INC | $33,000 | -10.8% | 792 | 0.0% | 0.01% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $37,000 | -11.9% | 800 | 0.0% | 0.01% | -12.5% | |
| SWX | SOUTHWEST GAS HLDGS INC | $37,000 | -19.6% | 533 | 0.0% | 0.01% | -22.2% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $34,000 | -10.5% | 600 | 0.0% | 0.01% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $37,000 | -5.1% | 425 | 0.0% | 0.01% | -12.5% | |
| RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $34,000 | -46.9% | 1,315 | -42.5% | 0.01% | -41.7% |
| SRE | SEMPRA | $36,000 | +2.9% | 236 | 0.0% | 0.01% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $37,000 | +5.7% | 146 | 0.0% | 0.01% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $36,000 | -25.0% | 400 | 0.0% | 0.01% | -22.2% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $30,000 | -48.3% | 379 | -25.5% | 0.01% | -45.5% |
| MKC | Buy | MCCORMICK & CO INC | $29,000 | +383.3% | 400 | +412.8% | 0.01% | +500.0% |
| TMUS | Buy | T-MOBILE US INC | $28,000 | +100.0% | 208 | +103.9% | 0.01% | +100.0% |
| SSO | PROSHARES TR | $32,000 | -11.1% | 800 | 0.0% | 0.01% | -14.3% | |
| MS | MORGAN STANLEY | $28,000 | +3.7% | 350 | 0.0% | 0.01% | +20.0% | |
| SWAV | Sell | SHOCKWAVE MED INC | $28,000 | -6.7% | 100 | -35.9% | 0.01% | 0.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $28,000 | -9.7% | 95 | -9.5% | 0.01% | 0.0% |
| PPL | PPL CORP | $31,000 | -6.1% | 1,200 | 0.0% | 0.01% | 0.0% | |
| OKE | ONEOK INC NEW | $29,000 | -6.5% | 560 | 0.0% | 0.01% | 0.0% | |
| QCOM | QUALCOMM INC | $32,000 | -11.1% | 285 | 0.0% | 0.01% | -14.3% | |
| SASR | SANDY SPRING BANCORP INC | $25,000 | -7.4% | 697 | 0.0% | 0.01% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $24,000 | -7.7% | 658 | 0.0% | 0.01% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $23,000 | -20.7% | 800 | 0.0% | 0.01% | -16.7% | |
| WEC | WEC ENERGY GROUP INC | $25,000 | -10.7% | 278 | 0.0% | 0.01% | 0.0% | |
| IUSV | New | ISHARES TRcore s&p us vlu | $25,000 | – | 400 | +100.0% | 0.01% | – |
| IJS | ISHARES TRsp smcp600vl etf | $25,000 | -7.4% | 304 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $23,000 | -4.2% | 725 | 0.0% | 0.01% | 0.0% | |
| AMWD | AMERICAN WOODMARK CORPORATIO | $26,000 | -3.7% | 600 | 0.0% | 0.01% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $23,000 | -8.0% | 514 | 0.0% | 0.01% | 0.0% | |
| SLV | Buy | ISHARES SILVER TRishares | $26,000 | +36.8% | 1,470 | +47.0% | 0.01% | +25.0% |
| CF | CF INDS HLDGS INC | $23,000 | +9.5% | 243 | 0.0% | 0.01% | +25.0% | |
| NVS | NOVARTIS AGsponsored adr | $25,000 | -10.7% | 333 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $26,000 | -13.3% | 735 | 0.0% | 0.01% | -16.7% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $24,000 | -4.0% | 790 | 0.0% | 0.01% | 0.0% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $24,000 | -4.0% | 500 | 0.0% | 0.01% | 0.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $24,000 | +50.0% | 2,905 | +67.9% | 0.01% | +66.7% |
| BSX | BOSTON SCIENTIFIC CORP | $24,000 | +4.3% | 629 | 0.0% | 0.01% | +25.0% | |
| PXD | Buy | PIONEER NAT RES CO | $27,000 | +42.1% | 123 | +48.2% | 0.01% | +25.0% |
| PSTG | PURE STORAGE INCcl a | $27,000 | +3.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $20,000 | -4.8% | 300 | 0.0% | 0.00% | 0.0% | |
| TSEM | TOWER SEMICONDUCTOR LTD | $22,000 | -4.3% | 500 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $19,000 | +5.6% | 70 | 0.0% | 0.00% | +33.3% | |
| UI | Sell | UBIQUITI INC | $22,000 | -43.6% | 75 | -52.5% | 0.00% | -50.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $21,000 | +61.5% | 290 | +107.1% | 0.00% | +33.3% |
| AAXJ | ISHARES TRmsci ac asia etf | $22,000 | -15.4% | 378 | 0.0% | 0.00% | -20.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $22,000 | -69.0% | 380 | -67.8% | 0.00% | -71.4% |
| ALB | ALBEMARLE CORP | $22,000 | +22.2% | 84 | 0.0% | 0.00% | +33.3% | |
| CNRG | Sell | SPDR SER TRs&p kensho clean | $20,000 | +11.1% | 230 | -0.4% | 0.00% | +33.3% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $22,000 | -29.0% | 1,372 | -20.4% | 0.00% | -33.3% |
| HPQ | Buy | HP INC | $18,000 | -21.7% | 712 | +0.7% | 0.00% | 0.0% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $22,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $14,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| DOW | Sell | DOW INC | $17,000 | -76.4% | 398 | -71.5% | 0.00% | -78.6% |
| EOG | EOG RES INC | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $14,000 | -6.7% | 230 | 0.0% | 0.00% | 0.0% | |
| FDX | Buy | FEDEX CORP | $16,000 | -30.4% | 107 | +4.9% | 0.00% | -25.0% |
| Sell | GXO LOGISTICS INCORPORATED | $16,000 | -48.4% | 450 | -37.5% | 0.00% | -50.0% | |
| EEMV | ISHARES INCmsci emerg mrkt | $14,000 | -6.7% | 268 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $13,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $13,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $14,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $17,000 | -5.6% | 66 | 0.0% | 0.00% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $13,000 | -45.8% | 189 | -42.7% | 0.00% | -40.0% |
| IRBO | ISHARES TRrobotics artif | $17,000 | -10.5% | 700 | 0.0% | 0.00% | -25.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $15,000 | – | 10 | +100.0% | 0.00% | – |
| MTCH | Sell | MATCH GROUP INC NEW | $14,000 | -33.3% | 289 | -5.2% | 0.00% | -25.0% |
| MOS | MOSAIC CO NEW | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| STPZ | Sell | PIMCO ETF TR1-5 us tip idx | $16,000 | -42.9% | 317 | -41.8% | 0.00% | -40.0% |
| PGR | New | PROGRESSIVE CORP | $14,000 | – | 117 | +100.0% | 0.00% | – |
| PFS | PROVIDENT FINL SVCS INC | $14,000 | -12.5% | 709 | 0.0% | 0.00% | 0.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $17,000 | +13.3% | 482 | +4.3% | 0.00% | 0.0% |
| XME | SPDR SER TRs&p metals mng | $17,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $13,000 | -7.1% | 230 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $14,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $13,000 | +8.3% | 80 | 0.0% | 0.00% | +50.0% | |
| DSI | ISHARES TRmsci kld400 soc | $9,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $10,000 | 0.0% | 540 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NEU | New | NEWMARKET CORP | $9,000 | – | 29 | +100.0% | 0.00% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $9,000 | -10.0% | 1,645 | +2.8% | 0.00% | 0.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $12,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| ISRG | New | INTUITIVE SURGICAL INC | $11,000 | – | 58 | +100.0% | 0.00% | – |
| KOMP | SPDR SER TRs&p kensho new | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $11,000 | -15.4% | 1,273 | 0.0% | 0.00% | -33.3% | |
| SHELL PLCspon ads | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | ||
| SWK | STANLEY BLACK & DECKER INC | $9,000 | -30.8% | 126 | 0.0% | 0.00% | -33.3% | |
| VNT | Sell | VONTIER CORPORATION | $10,000 | -47.4% | 602 | -26.8% | 0.00% | -50.0% |
| NIO | NIO INCspon ads | $10,000 | -23.1% | 609 | 0.0% | 0.00% | -33.3% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $12,000 | -7.7% | 125 | 0.0% | 0.00% | -33.3% | |
| Sell | WARNER BROS DISCOVERY INC | $8,000 | -20.0% | 718 | -2.3% | 0.00% | 0.0% | |
| PAWZ | PROSHARES TRpet care etf | $11,000 | -15.4% | 244 | 0.0% | 0.00% | -33.3% | |
| WELL | WELLTOWER INC | $10,000 | -16.7% | 149 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| POOL | Sell | POOL CORP | $8,000 | -73.3% | 25 | -70.6% | 0.00% | -66.7% |
| FLO | FLOWERS FOODS INC | $11,000 | -8.3% | 450 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $8,000 | -11.1% | 130 | 0.0% | 0.00% | 0.0% | |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $9,000 | – | 150 | +100.0% | 0.00% | – |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $9,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP | $8,000 | +33.3% | 264 | 0.0% | 0.00% | +100.0% | |
| TYG | TORTOISE ENERGY INFRA CORP | $11,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| JNK | Sell | SPDR SER TRbloomberg high y | $9,000 | -40.0% | 97 | -39.4% | 0.00% | -33.3% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $11,000 | -31.2% | 200 | -11.9% | 0.00% | -33.3% |
| ETR | Sell | ENTERGY CORP NEW | $11,000 | -35.3% | 114 | -24.0% | 0.00% | -33.3% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $8,000 | +33.3% | 130 | +30.0% | 0.00% | +100.0% |
| TEL | TE CONNECTIVITY LTD | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KMX | New | CARMAX INC | $12,000 | – | 186 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $8,000 | -20.0% | 1,110 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $8,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO | $12,000 | +200.0% | 364 | +267.7% | 0.00% | +100.0% |
| New | ANNALY CAPITAL MANAGEMENT IN | $9,000 | – | 500 | +100.0% | 0.00% | – | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $11,000 | 0.0% | 1,266 | 0.0% | 0.00% | 0.0% | |
| SPLG | New | SPDR SER TRportfolio s&p500 | $8,000 | – | 200 | +100.0% | 0.00% | – |
| ADI | ANALOG DEVICES INC | $10,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| SLY | SPDR SER TRs&p 600 sml cap | $9,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $10,000 | -9.1% | 140 | 0.0% | 0.00% | 0.0% | |
| EEMX | SPDR INDEX SHS FDSmsci emr mkt etf | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $11,000 | +10.0% | 16 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $12,000 | -14.3% | 125 | 0.0% | 0.00% | -33.3% | |
| IHAK | ISHARES TRcybersecurity | $10,000 | -9.1% | 300 | 0.0% | 0.00% | 0.0% | |
| IDEV | ISHARES TRcore msci intl | $12,000 | -14.3% | 254 | 0.0% | 0.00% | -33.3% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $11,000 | -15.4% | 200 | 0.0% | 0.00% | -33.3% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $5,000 | -28.6% | 14 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $7,000 | -12.5% | 85 | 0.0% | 0.00% | -50.0% | |
| NEM | NEWMONT CORP | $4,000 | -33.3% | 98 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO | $6,000 | -33.3% | 275 | 0.0% | 0.00% | -50.0% | |
| IWS | New | ISHARES TRrus mdcp val etf | $5,000 | – | 54 | +100.0% | 0.00% | – |
| AGG | ISHARES TRcore us aggbd et | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ZTS | Buy | ZOETIS INCcl a | $4,000 | +300.0% | 28 | +460.0% | 0.00% | – |
| ZTO | ZTO EXPRESS CAYMAN INCsponsored ads a | $6,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AMRS | AMYRIS INC | $5,000 | +66.7% | 1,600 | 0.0% | 0.00% | 0.0% | |
| SWBI | SMITH & WESSON BRANDS INC | $4,000 | -20.0% | 400 | 0.0% | 0.00% | 0.0% | |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $3,000 | – | 200 | +100.0% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
| SOFI | SOFI TECHNOLOGIES INC | $3,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| NEOG | NEOGEN CORP | $4,000 | -42.9% | 300 | 0.0% | 0.00% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD | $7,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $7,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $7,000 | -12.5% | 585 | 0.0% | 0.00% | -50.0% | |
| IHRT | Sell | IHEARTMEDIA INC | $7,000 | -36.4% | 992 | -29.4% | 0.00% | -50.0% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $6,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $6,000 | -94.1% | 91 | -93.3% | 0.00% | -95.0% |
| SMG | SCOTTS MIRACLE-GRO COcl a | $4,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| ZTR | VIRTUS TOTAL RETURN FD INC | $3,000 | -25.0% | 547 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $7,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| O | Buy | REALTY INCOME CORP | $7,000 | +133.3% | 125 | +171.7% | 0.00% | 0.0% |
| SRPT | SAREPTA THERAPEUTICS INC | $7,000 | +75.0% | 60 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $5,000 | -28.6% | 380 | -24.3% | 0.00% | 0.0% |
| ITB | ISHARES TRus home cons etf | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| UAL | New | UNITED AIRLS HLDGS INC | $5,000 | – | 140 | +100.0% | 0.00% | – |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP | $7,000 | -22.2% | 22 | 0.0% | 0.00% | -50.0% | |
| ARWR | Sell | ARROWHEAD PHARMACEUTICALS IN | $7,000 | -41.7% | 200 | -39.6% | 0.00% | -50.0% |
| ABB | ABB LTDsponsored adr | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $4,000 | +33.3% | 65 | 0.0% | 0.00% | 0.0% | |
| ROKU | ROKU INC | $6,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| WY | WEYERHAEUSER CO MTN BE | $5,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $3,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| New | GSK PLCsponsored adr | $6,000 | – | 198 | +100.0% | 0.00% | – | |
| PNM | PNM RES INC | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| TCHP | T ROWE PRICE ETF INCprice blue chip | $5,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| F | Buy | FORD MTR CO DEL | $4,000 | +33.3% | 327 | +9.0% | 0.00% | 0.0% |
| ARCC | ARES CAPITAL CORP | $3,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| New | RIVIAN AUTOMOTIVE INC | $1,000 | – | 22 | +100.0% | 0.00% | – | |
| REYN | REYNOLDS CONSUMER PRODS INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| RDFN | New | REDFIN CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| RYN | RAYONIER INC | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
| New | PROSHARES TRultrapro sht qqq | $0 | – | 1 | +100.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $0 | – | 50 | +1566.7% | 0.00% | – |
| PALI | PALISADE BIO INC | $0 | – | 53 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DNOW | NOW INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BFLY | New | BUTTERFLY NETWORK INC | $0 | – | 10 | +100.0% | 0.00% | – |
| NOV | NOV INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| ASAN | ASANA INCcl a | $0 | – | 20 | 0.0% | 0.00% | – | |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -75 | -100.0% | 0.00% | – |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $2,000 | -33.3% | 90 | 0.0% | 0.00% | -100.0% | |
| MP | New | MP MATERIALS CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $1,000 | – | 30 | +100.0% | 0.00% | – |
| New | TOUGHBUILT INDS INC | $0 | – | 20 | +100.0% | 0.00% | – | |
| LOTZ | CARLOTZ INC | $0 | – | 385 | 0.0% | 0.00% | – | |
| TM | New | TOYOTA MOTOR CORPads | $0 | – | 3 | +100.0% | 0.00% | – |
| LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| APPH | New | APPHARVEST INC | $0 | – | 46 | +100.0% | 0.00% | – |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $0 | – | 18 | 0.0% | 0.00% | – | |
| FUN | CEDAR FAIR L Pdepositry unit | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | -100.0% | 71 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INCcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $0 | – | 8 | +100.0% | 0.00% | – | |
| C | CITIGROUP INC | $2,000 | -33.3% | 58 | 0.0% | 0.00% | -100.0% | |
| CFG | CITIZENS FINL GROUP INC | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| AOA | Buy | ISHARES TRaggres alloc etf | $1,000 | 0.0% | 24 | +33.3% | 0.00% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,000 | -87.5% | 9 | -90.2% | 0.00% | -100.0% |
| COMP | COMPASS INCcl a | $1,000 | -50.0% | 420 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | 0 | +100.0% | 0.00% | – |
| VEEV | VEEVA SYS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $1,000 | -50.0% | 83 | 0.0% | 0.00% | – | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $0 | – | 8 | 0.0% | 0.00% | – | |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,000 | – | 40 | +100.0% | 0.00% | – |
| IP | INTERNATIONAL PAPER CO | $2,000 | -33.3% | 60 | 0.0% | 0.00% | -100.0% | |
| IGC | Exit | INDIA GLOBALIZATION CAP INC | $0 | – | -30 | -100.0% | 0.00% | – |
| AJRD | New | AEROJET ROCKETDYNE HLDGS INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| BEDZ | ADVISORSHARES TRhotel etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $2,000 | -33.3% | 182 | 0.0% | 0.00% | -100.0% | |
| VNO | VORNADO RLTY TRsh ben int | $0 | – | 15 | 0.0% | 0.00% | – | |
| HBAN | HUNTINGTON BANCSHARES INC | $2,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATIONcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| DG | New | DOLLAR GEN CORP NEW | $1,000 | – | 5 | +100.0% | 0.00% | – |
| GMED | New | GLOBUS MED INCcl a | $1,000 | – | 22 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| CXSE | WISDOMTREE TRchinadiv ex fi | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| AZZ | AZZ INC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| Sell | ZIMVIE INC | $1,000 | -50.0% | 108 | -15.6% | 0.00% | – | |
| ARKG | ARK ETF TRgenomic rev etf | $0 | – | 15 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| FSLR | New | FIRST SOLAR INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| GRAB HOLDINGS LIMITEDclass a ord | $0 | – | 150 | 0.0% | 0.00% | – | ||
| GRAB HOLDINGS LIMITED*w exp 12/01/202 | $0 | – | 50 | 0.0% | 0.00% | – | ||
| FITB | Sell | FIFTH THIRD BANCORP | $2,000 | -60.0% | 72 | -49.7% | 0.00% | -100.0% |
| FAST RADIUS INC | $0 | – | 50 | 0.0% | 0.00% | – | ||
| DIGITAL WORLD ACQUISITION CO | $0 | -100.0% | 23 | 0.0% | 0.00% | – | ||
| ENERGY VAULT HOLDINGS INC | $0 | -100.0% | 50 | 0.0% | 0.00% | – | ||
| JETS | New | ETF SER SOLUTIONSus glb jets | $1,000 | – | 50 | +100.0% | 0.00% | – |
| TRITIUM DCFC LIMITEDordinary shares | $0 | – | 50 | 0.0% | 0.00% | – | ||
| RCL | New | ROYAL CARIBBEAN GROUP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -100 | -100.0% | 0.00% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -47 | -100.0% | 0.00% | – |
| TWOU | Exit | 2U INC | $0 | – | -4 | -100.0% | 0.00% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -18 | -100.0% | 0.00% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -19 | -100.0% | 0.00% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -22 | -100.0% | 0.00% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| DAPP | Exit | VANECK ETF TRUSTdigi transfrm | $0 | – | -60 | -100.0% | 0.00% | – |
| RUN | Exit | SUNRUN INC | $0 | – | -40 | -100.0% | 0.00% | – |
| VSTM | Exit | VERASTEM INC | $0 | – | -75 | -100.0% | 0.00% | – |
| TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -9 | -100.0% | 0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -4 | -100.0% | 0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -9 | -100.0% | 0.00% | – |
| Exit | ORION OFFICE REIT INC | $0 | – | -4 | -100.0% | 0.00% | – | |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -67 | -100.0% | 0.00% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -3 | -100.0% | 0.00% | – | |
| SPWR | Exit | SUNPOWER CORP | $0 | – | -28 | -100.0% | 0.00% | – |
| OGEN | Exit | ORAGENICS INC | $0 | – | -120 | -100.0% | 0.00% | – |
| Exit | KYNDRYL HLDGS INC | $0 | – | -7 | -100.0% | 0.00% | – | |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -48 | -100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -50 | -100.0% | 0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -25 | -100.0% | 0.00% | – |
| MAXN | Exit | MAXEON SOLAR TECHNOLOGIES LT | $0 | – | -3 | -100.0% | 0.00% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -25 | -100.0% | -0.00% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -47 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON AG | $0 | – | -40 | -100.0% | -0.00% | – |
| SRVR | Exit | PACER FDS TRbnchmrk infra | $0 | – | -165 | -100.0% | -0.00% | – |
| PTMC | Exit | PACER FDS TRtrendp us mid cp | $0 | – | -104 | -100.0% | -0.00% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -86 | -100.0% | -0.00% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -2,000 | -100.0% | -0.00% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -248 | -100.0% | -0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -85 | -100.0% | -0.00% | – |
| MITK | Exit | MITEK SYS INC | $0 | – | -1,150 | -100.0% | -0.00% | – |
| Exit | SHP ETF TRUST | $0 | – | -500 | -100.0% | -0.00% | – | |
| SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -200 | -100.0% | -0.00% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -340 | -100.0% | -0.00% | – |
| PID | Exit | INVESCO EXCHANGE TRADED FD Tintl divi achi | $0 | – | -1,149 | -100.0% | -0.00% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -110 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -176 | -100.0% | -0.00% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -2,537 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.