$520 Million is the total value of EVERMAY WEALTH MANAGEMENT LLC's 554 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 10.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $97,943,658 | +6.1% | 1,870,225 | -2.0% | 18.85% | +1.2% |
VOO | Sell | VANGUARD INDEX FDS | $61,160,410 | +7.5% | 149,639 | -1.1% | 11.77% | +2.6% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $45,470,642 | -3.4% | 906,874 | -3.0% | 8.75% | -7.9% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $37,213,359 | +5.6% | 142,318 | +1.0% | 7.16% | +0.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $27,820,905 | +6.6% | 62,541 | -1.5% | 5.36% | +1.7% |
IVV | Buy | ISHARES TRcore s&p500 etf | $19,446,181 | +14.6% | 43,630 | +5.7% | 3.74% | +9.3% |
AAPL | Sell | APPLE INC | $13,789,408 | +16.0% | 71,090 | -1.4% | 2.65% | +10.6% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,964,729 | +5.5% | 54,316 | -2.2% | 2.30% | +0.6% |
IJR | Sell | ISHARES TRcore s&p scp etf | $11,680,965 | +2.1% | 117,220 | -0.9% | 2.25% | -2.6% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,321,862 | +3.4% | 33,257 | -0.9% | 1.41% | -1.4% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $6,815,707 | +7.3% | 243,854 | +6.8% | 1.31% | +2.3% |
JMSB | JOHN MARSHALL BANCORP INC | $6,737,015 | -6.1% | 332,087 | 0.0% | 1.30% | -10.4% | |
AMZN | Sell | AMAZON COM INC | $6,706,501 | +25.3% | 51,446 | -0.7% | 1.29% | +19.5% |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,085,406 | +2.8% | 109,984 | +1.4% | 1.17% | -2.0% |
IBTE | Buy | ISHARES TRibonds 24 trm ts | $5,900,639 | +568.3% | 247,926 | +574.2% | 1.14% | +538.2% |
MSFT | Buy | MICROSOFT CORP | $5,873,294 | +20.6% | 17,247 | +2.1% | 1.13% | +15.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $4,707,682 | +20.0% | 39,329 | +4.0% | 0.91% | +14.4% |
JPM | Sell | JPMORGAN CHASE & CO | $3,251,266 | +10.3% | 22,355 | -1.2% | 0.63% | +5.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,219,040 | +8.7% | 9,440 | -1.6% | 0.62% | +3.7% |
DHR | Sell | DANAHER CORPORATION | $2,952,239 | -6.4% | 12,288 | -1.7% | 0.57% | -10.8% |
V | Sell | VISA INC | $2,657,402 | +3.9% | 11,190 | -1.3% | 0.51% | -1.0% |
IWD | Buy | ISHARES TRrus 1000 val etf | $2,646,494 | +3.9% | 16,768 | +0.2% | 0.51% | -1.0% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,603,306 | -12.4% | 56,373 | -14.3% | 0.50% | -16.5% |
IWM | Sell | ISHARES TRrussell 2000 etf | $2,550,992 | +4.2% | 13,622 | -0.7% | 0.49% | -0.6% |
PEP | Sell | PEPSICO INC | $2,387,857 | -3.2% | 12,892 | -4.7% | 0.46% | -7.6% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,386,879 | +4.2% | 12,001 | -0.7% | 0.46% | -0.6% |
HD | Sell | HOME DEPOT INC | $2,360,839 | +3.6% | 7,600 | -1.6% | 0.45% | -1.3% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $2,299,134 | +14.5% | 59,195 | +11.3% | 0.44% | +9.4% |
VUG | VANGUARD INDEX FDSgrowth etf | $2,303,295 | +13.4% | 8,140 | 0.0% | 0.44% | +8.0% | |
MCD | Sell | MCDONALDS CORP | $2,072,740 | +4.1% | 6,946 | -2.5% | 0.40% | -0.7% |
EGP | EASTGROUP PPTYS INC | $1,997,268 | +5.0% | 11,505 | 0.0% | 0.38% | 0.0% | |
MRK | Sell | MERCK & CO INC | $1,985,592 | +5.7% | 17,117 | -2.5% | 0.38% | +0.8% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,920,219 | -0.8% | 47,203 | -1.5% | 0.37% | -5.4% |
NEE | Sell | NEXTERA ENERGY INC | $1,775,606 | -15.3% | 23,930 | -12.0% | 0.34% | -19.1% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,747,830 | +2.8% | 12,300 | -0.1% | 0.34% | -2.0% |
LLY | Sell | LILLY ELI & CO | $1,666,755 | +23.0% | 3,554 | -9.9% | 0.32% | +17.6% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,571,898 | -1.7% | 3,270 | -3.3% | 0.30% | -6.2% |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,523,758 | +0.6% | 6,314 | -4.4% | 0.29% | -4.2% |
COST | Sell | COSTCO WHSL CORP NEW | $1,479,270 | +7.2% | 2,748 | -1.0% | 0.28% | +2.5% |
JNJ | JOHNSON & JOHNSON | $1,427,114 | +6.8% | 8,622 | 0.0% | 0.28% | +1.9% | |
YUM | Sell | YUM BRANDS INC | $1,356,682 | +4.8% | 9,792 | -0.1% | 0.26% | 0.0% |
MLM | MARTIN MARIETTA MATLS INC | $1,355,061 | +30.0% | 2,935 | 0.0% | 0.26% | +24.3% | |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,288,748 | +2.1% | 36,150 | -0.4% | 0.25% | -2.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,240,925 | -4.6% | 13,828 | +2.5% | 0.24% | -9.1% |
BRO | BROWN & BROWN INC | $1,168,904 | +19.9% | 16,980 | 0.0% | 0.22% | +14.2% | |
FB | Sell | META PLATFORMS INCcl a | $1,154,234 | +30.9% | 4,022 | -3.3% | 0.22% | +24.7% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $1,153,555 | +4.2% | 4,192 | -7.5% | 0.22% | -0.9% |
IEMG | Buy | ISHARES INCcore msci emkt | $1,141,064 | +6.2% | 23,150 | +5.1% | 0.22% | +1.4% |
PFEB | INNOVATOR ETFS TRus eqty pwr buf | $1,139,230 | +5.3% | 37,000 | 0.0% | 0.22% | +0.5% | |
AVGO | Sell | BROADCOM INC | $1,129,394 | +28.7% | 1,302 | -4.8% | 0.22% | +22.6% |
XOM | EXXON MOBIL CORP | $1,087,730 | -2.2% | 10,142 | 0.0% | 0.21% | -6.7% | |
NSC | Sell | NORFOLK SOUTHN CORP | $1,064,412 | +6.8% | 4,694 | -0.1% | 0.20% | +2.0% |
CSCO | Buy | CISCO SYS INC | $1,016,103 | -0.9% | 19,639 | +0.2% | 0.20% | -5.3% |
ABBV | Sell | ABBVIE INC | $1,014,383 | -22.2% | 7,529 | -7.9% | 0.20% | -25.9% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,010,597 | +7.7% | 19,547 | -0.3% | 0.20% | +3.2% |
IUSV | Buy | ISHARES TRcore s&p us vlu | $985,998 | +8.4% | 12,599 | +2.2% | 0.19% | +3.3% |
GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $972,052 | -4.1% | 19,480 | -4.0% | 0.19% | -8.3% |
PG | Sell | PROCTER AND GAMBLE CO | $959,908 | -10.5% | 6,326 | -12.3% | 0.18% | -14.7% |
MCO | MOODYS CORP | $953,449 | +13.6% | 2,742 | 0.0% | 0.18% | +8.9% | |
ACN | Sell | ACCENTURE PLC IRELAND | $936,232 | +7.2% | 3,034 | -0.8% | 0.18% | +2.3% |
APD | Sell | AIR PRODS & CHEMS INC | $934,035 | -6.0% | 3,107 | -9.9% | 0.18% | -10.4% |
ETN | Sell | EATON CORP PLC | $927,675 | +13.5% | 4,613 | -3.3% | 0.18% | +8.5% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $921,334 | +1.3% | 6,157 | -2.1% | 0.18% | -3.8% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $875,540 | -9.4% | 13,691 | -1.8% | 0.17% | -13.3% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $869,608 | -38.1% | 8,717 | -38.4% | 0.17% | -41.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $826,226 | +9.8% | 6,830 | -5.6% | 0.16% | +4.6% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $813,456 | +5.5% | 8,304 | +5.5% | 0.16% | +0.6% |
BSCN | INVESCO EXCH TRD SLF IDX FD | $813,669 | +0.4% | 38,435 | 0.0% | 0.16% | -4.3% | |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $800,476 | +152.1% | 29,300 | +148.7% | 0.15% | +140.6% |
ACGL | ARCH CAP GROUP LTDord | $798,351 | +10.3% | 10,666 | 0.0% | 0.15% | +5.5% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $794,047 | -1.4% | 3,600 | -0.1% | 0.15% | -5.6% |
TSLA | Buy | TESLA INC | $789,499 | +64.3% | 3,016 | +30.2% | 0.15% | +56.7% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $785,785 | -11.7% | 4,384 | -4.5% | 0.15% | -16.1% |
ROK | Sell | ROCKWELL AUTOMATION INC | $770,913 | +4.6% | 2,340 | -6.8% | 0.15% | -0.7% |
BNL | Sell | BROADSTONE NET LEASE INC | $769,095 | -33.7% | 49,524 | -26.8% | 0.15% | -36.8% |
NOC | NORTHROP GRUMMAN CORP | $757,996 | -1.3% | 1,663 | 0.0% | 0.15% | -5.8% | |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $730,114 | +5.9% | 3,178 | -0.3% | 0.14% | +1.4% |
ANTM | Buy | ELEVANCE HEALTH INC | $719,750 | +0.3% | 1,620 | +3.8% | 0.14% | -4.1% |
AXP | Sell | AMERICAN EXPRESS CO | $713,524 | +4.0% | 4,096 | -1.5% | 0.14% | -0.7% |
MA | MASTERCARD INCORPORATEDcl a | $695,355 | +8.2% | 1,768 | 0.0% | 0.13% | +3.1% | |
SYK | Sell | STRYKER CORPORATION | $683,370 | +5.4% | 2,235 | -1.3% | 0.13% | +0.8% |
PFE | Sell | PFIZER INC | $668,017 | -17.8% | 18,212 | -8.5% | 0.13% | -21.3% |
KNSL | Buy | KINSALE CAP GROUP INC | $655,225 | +240.0% | 1,751 | +172.7% | 0.13% | +223.1% |
DHI | Sell | D R HORTON INC | $641,063 | +22.0% | 5,268 | -2.0% | 0.12% | +16.0% |
HON | Sell | HONEYWELL INTL INC | $628,310 | +8.4% | 3,028 | -0.2% | 0.12% | +3.4% |
AMAT | Buy | APPLIED MATLS INC | $619,065 | +18.1% | 4,283 | +0.3% | 0.12% | +12.3% |
CMCSA | Sell | COMCAST CORP NEWcl a | $601,769 | +8.1% | 14,483 | -1.4% | 0.12% | +3.6% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $603,973 | +5.9% | 3,288 | -4.3% | 0.12% | +0.9% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $605,236 | +0.5% | 5,706 | 0.0% | 0.12% | -4.1% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $598,527 | +4.5% | 13,665 | +0.0% | 0.12% | -0.9% |
DVY | Sell | ISHARES TRselect divid etf | $599,924 | -11.9% | 5,295 | -8.9% | 0.12% | -16.1% |
KMI | Sell | KINDER MORGAN INC DEL | $589,734 | -23.5% | 34,247 | -22.2% | 0.11% | -26.9% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $588,626 | +4.9% | 8,287 | +0.2% | 0.11% | 0.0% |
CVX | Buy | CHEVRON CORP NEW | $566,521 | +2.9% | 3,600 | +6.7% | 0.11% | -1.8% |
TJX | Sell | TJX COS INC NEW | $561,226 | +6.0% | 6,619 | -2.0% | 0.11% | +0.9% |
ROP | Sell | ROPER TECHNOLOGIES INC | $550,036 | +8.4% | 1,144 | -0.6% | 0.11% | +3.9% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $543,339 | +3.8% | 3,285 | -0.4% | 0.10% | -0.9% |
NVDA | Buy | NVIDIA CORPORATION | $545,854 | +130.8% | 1,290 | +51.6% | 0.10% | +118.8% |
URI | UNITED RENTALS INC | $541,125 | +12.5% | 1,215 | 0.0% | 0.10% | +7.2% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $527,132 | +26.9% | 1,078 | 0.0% | 0.10% | +20.2% | |
KO | Sell | COCA COLA CO | $520,568 | -3.3% | 8,584 | -0.4% | 0.10% | -8.3% |
AMGN | Sell | AMGEN INC | $508,870 | -10.5% | 2,292 | -2.6% | 0.10% | -14.8% |
ORCL | Sell | ORACLE CORP | $500,655 | +20.6% | 4,204 | -5.9% | 0.10% | +14.3% |
YUMC | YUM CHINA HLDGS INC | $491,833 | -10.9% | 8,705 | 0.0% | 0.10% | -14.4% | |
TREX | Buy | TREX CO INC | $490,193 | +42.3% | 7,477 | +5.7% | 0.09% | +34.3% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $476,997 | +128.9% | 223 | +82.8% | 0.09% | +119.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $460,598 | +9.5% | 17,480 | +7.6% | 0.09% | +4.7% |
IWN | ISHARES TRrus 2000 val etf | $459,572 | +2.8% | 3,264 | 0.0% | 0.09% | -2.2% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $454,628 | +6.5% | 3,045 | 0.0% | 0.09% | +2.3% | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $451,190 | +5.8% | 3,990 | -2.5% | 0.09% | +1.2% |
CAT | Sell | CATERPILLAR INC | $451,109 | +3.5% | 1,833 | -3.7% | 0.09% | -1.1% |
SNPS | Buy | SYNOPSYS INC | $434,540 | +38.4% | 998 | +22.8% | 0.08% | +33.3% |
PMAR | INNOVATOR ETFS TRus eqty pwr buf | $432,256 | +5.0% | 12,800 | 0.0% | 0.08% | 0.0% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $423,496 | -0.1% | 20,588 | 0.0% | 0.08% | -4.7% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $416,618 | -1.2% | 5,513 | 0.0% | 0.08% | -5.9% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $410,502 | +6.9% | 4,582 | 0.0% | 0.08% | +2.6% | |
VMC | Buy | VULCAN MATLS CO | $404,891 | +81.5% | 1,796 | +38.2% | 0.08% | +73.3% |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $402,750 | +0.4% | 16,352 | 0.0% | 0.08% | -3.7% | |
USMV | ISHARES TRmsci usa min vol | $405,768 | +2.2% | 5,459 | 0.0% | 0.08% | -2.5% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $402,436 | -2.2% | 5,492 | -6.5% | 0.08% | -7.2% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $400,886 | -11.9% | 768 | -2.7% | 0.08% | -16.3% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $368,436 | +14.9% | 5,912 | 0.0% | 0.07% | +9.2% | |
ABT | Sell | ABBOTT LABS | $368,706 | -7.1% | 3,382 | -13.7% | 0.07% | -11.2% |
WFC | Buy | WELLS FARGO CO NEW | $371,359 | +14.7% | 8,701 | +0.4% | 0.07% | +9.2% |
UNP | Sell | UNION PAC CORP | $351,742 | -0.2% | 1,719 | -1.8% | 0.07% | -4.2% |
LOW | Buy | LOWES COS INC | $352,544 | +13.4% | 1,562 | +0.5% | 0.07% | +7.9% |
PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $352,917 | – | 11,823 | +100.0% | 0.07% | – |
BLK | Sell | BLACKROCK INC | $350,408 | -2.3% | 507 | -5.4% | 0.07% | -6.9% |
INTC | Sell | INTEL CORP | $330,856 | +2.3% | 9,894 | -0.0% | 0.06% | -1.5% |
WMT | Buy | WALMART INC | $324,420 | +8.6% | 2,064 | +2.2% | 0.06% | +3.3% |
CSX | Sell | CSX CORP | $317,471 | +11.2% | 9,310 | -2.3% | 0.06% | +5.2% |
TRV | TRAVELERS COMPANIES INC | $316,930 | +1.3% | 1,825 | 0.0% | 0.06% | -3.2% | |
SHM | SPDR SER TRnuveen blmbrg sh | $304,979 | -1.1% | 6,482 | 0.0% | 0.06% | -4.8% | |
SCHW | SCHWAB CHARLES CORP | $302,502 | +8.2% | 5,337 | 0.0% | 0.06% | +3.6% | |
CB | Buy | CHUBB LIMITED | $299,204 | +1.7% | 1,550 | +2.6% | 0.06% | -1.7% |
TGT | TARGET CORP | $298,754 | -20.4% | 2,265 | 0.0% | 0.06% | -23.7% | |
EMR | EMERSON ELEC CO | $293,949 | +3.7% | 3,252 | 0.0% | 0.06% | 0.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $296,521 | +3.4% | 861 | 0.0% | 0.06% | -1.7% | |
AMT | AMERICAN TOWER CORP NEW | $293,969 | -4.3% | 1,504 | 0.0% | 0.06% | -8.1% | |
CRM | Sell | SALESFORCE INC | $291,328 | +5.0% | 1,379 | -0.7% | 0.06% | 0.0% |
FAST | FASTENAL CO | $283,388 | +9.4% | 4,804 | 0.0% | 0.06% | +5.8% | |
CL | Sell | COLGATE PALMOLIVE CO | $286,899 | -9.9% | 3,724 | -12.1% | 0.06% | -14.1% |
BAC | Sell | BANK AMERICA CORP | $285,036 | -5.1% | 9,935 | -5.4% | 0.06% | -9.8% |
MDT | MEDTRONIC PLC | $279,543 | +9.2% | 3,151 | 0.0% | 0.05% | +3.8% | |
IWR | ISHARES TRrus mid cap etf | $276,346 | +4.4% | 3,784 | 0.0% | 0.05% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $273,026 | -5.7% | 1,269 | 0.0% | 0.05% | -8.6% | |
FTV | FORTIVE CORP | $268,799 | +9.7% | 3,595 | 0.0% | 0.05% | +6.1% | |
DGRO | Sell | ISHARES TRcore div grwth | $269,966 | -9.8% | 5,239 | -12.5% | 0.05% | -13.3% |
APH | Sell | AMPHENOL CORP NEWcl a | $269,107 | -0.1% | 3,162 | -3.9% | 0.05% | -3.7% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $268,793 | +2.1% | 1,373 | +2.3% | 0.05% | -1.9% |
NKE | NIKE INCcl b | $268,889 | -10.0% | 2,429 | 0.0% | 0.05% | -13.3% | |
DIS | Sell | DISNEY WALT CO | $264,894 | -23.5% | 2,967 | -14.2% | 0.05% | -27.1% |
DGX | Sell | QUEST DIAGNOSTICS INC | $247,029 | -0.7% | 1,757 | -0.1% | 0.05% | -4.0% |
DLTR | DOLLAR TREE INC | $249,690 | -0.0% | 1,740 | 0.0% | 0.05% | -4.0% | |
VAW | VANGUARD WORLD FDSmaterials etf | $246,775 | +2.8% | 1,350 | 0.0% | 0.05% | -2.1% | |
VRSK | VERISK ANALYTICS INC | $242,983 | +17.8% | 1,075 | 0.0% | 0.05% | +11.9% | |
SHOP | Buy | SHOPIFY INCcl a | $239,020 | +193.3% | 3,700 | +117.6% | 0.05% | +187.5% |
PM | Buy | PHILIP MORRIS INTL INC | $239,203 | +1.1% | 2,423 | +0.7% | 0.05% | -4.2% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $237,017 | -4.6% | 2,920 | -2.6% | 0.05% | -8.0% |
BX | BLACKSTONE INC | $240,328 | +5.8% | 2,585 | 0.0% | 0.05% | 0.0% | |
SMB | VANECK ETF TRUSTvaneck shrt muni | $241,128 | -1.0% | 14,323 | 0.0% | 0.05% | -6.1% | |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $231,575 | +6.0% | 1,588 | -5.9% | 0.04% | +2.3% |
CSM | Sell | PROSHARES TRlarge cap cre | $228,694 | +1.4% | 4,482 | -5.3% | 0.04% | -4.3% |
ECL | ECOLAB INC | $230,452 | +12.7% | 1,231 | 0.0% | 0.04% | +7.3% | |
CVS | Buy | CVS HEALTH CORP | $227,784 | +34.3% | 3,295 | +44.3% | 0.04% | +29.4% |
IVE | ISHARES TRs&p 500 val etf | $221,153 | +6.2% | 1,372 | 0.0% | 0.04% | +2.4% | |
TFC | Sell | TRUIST FINL CORP | $222,011 | -26.8% | 7,315 | -17.8% | 0.04% | -29.5% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $219,604 | +15.0% | 2,930 | 0.0% | 0.04% | +7.7% | |
MELI | Buy | MERCADOLIBRE INC | $217,967 | +23.4% | 184 | +37.3% | 0.04% | +16.7% |
RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $207,270 | -45.8% | 7,875 | -45.7% | 0.04% | -48.1% |
GNRC | Sell | GENERAC HLDGS INC | $205,949 | +25.4% | 1,381 | -9.2% | 0.04% | +21.2% |
PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $200,187 | – | 5,850 | +100.0% | 0.04% | – |
MSI | MOTOROLA SOLUTIONS INC | $203,809 | +2.5% | 693 | 0.0% | 0.04% | -2.5% | |
GIS | GENERAL MLS INC | $205,138 | -10.2% | 2,675 | 0.0% | 0.04% | -15.2% | |
PH | Sell | PARKER-HANNIFIN CORP | $203,601 | +13.2% | 522 | -2.4% | 0.04% | +8.3% |
LMT | Buy | LOCKHEED MARTIN CORP | $204,409 | -0.4% | 444 | +2.3% | 0.04% | -4.9% |
CMI | CUMMINS INC | $199,070 | +2.6% | 812 | 0.0% | 0.04% | -2.6% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $197,032 | +9.3% | 785 | +6.4% | 0.04% | +5.6% |
IWO | ISHARES TRrus 2000 grw etf | $195,099 | +7.0% | 804 | 0.0% | 0.04% | +2.7% | |
TXN | Sell | TEXAS INSTRS INC | $190,642 | -4.5% | 1,059 | -1.3% | 0.04% | -7.5% |
SLYV | SPDR SER TRs&p 600 smcp val | $194,133 | +1.3% | 2,515 | 0.0% | 0.04% | -5.1% | |
Sell | JACOBS SOLUTIONS INC | $192,602 | -4.2% | 1,620 | -5.3% | 0.04% | -9.8% | |
FVCB | FVCBANKCORP INC | $192,245 | +1.1% | 17,850 | 0.0% | 0.04% | -2.6% | |
ESGV | New | VANGUARD WORLD FDesg us stk etf | $182,556 | – | 2,330 | +100.0% | 0.04% | – |
LDOS | LEIDOS HOLDINGS INC | $182,269 | -3.9% | 2,060 | 0.0% | 0.04% | -7.9% | |
UBSI | Sell | UNITED BANKSHARES INC WEST V | $178,680 | -15.9% | 5,971 | -0.3% | 0.03% | -20.9% |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $174,513 | +1.3% | 5,363 | 0.0% | 0.03% | -2.9% | |
PNC | Sell | PNC FINL SVCS GROUP INC | $176,079 | -28.2% | 1,398 | -27.5% | 0.03% | -30.6% |
BA | Sell | BOEING CO | $172,518 | -6.3% | 817 | -5.8% | 0.03% | -10.8% |
PJAN | INNOVATOR ETFS TRus eqty pwr buf | $172,039 | +5.7% | 4,900 | 0.0% | 0.03% | 0.0% | |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $170,578 | -12.9% | 634 | -1.6% | 0.03% | -17.5% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $166,453 | +12.5% | 4,476 | +17.6% | 0.03% | +6.7% |
GENERAL ELECTRIC CO | $168,071 | +14.8% | 1,530 | 0.0% | 0.03% | +6.7% | ||
RENEW ENERGY GLOBAL PLC | $164,400 | -2.5% | 30,000 | 0.0% | 0.03% | -5.9% | ||
QUAL | ISHARES TRmsci usa qlt fct | $164,947 | +8.7% | 1,223 | 0.0% | 0.03% | +3.2% | |
EFA | Buy | ISHARES TRmsci eafe etf | $160,805 | +7.4% | 2,218 | +5.9% | 0.03% | +3.3% |
CBRE | CBRE GROUP INCcl a | $162,793 | +10.9% | 2,017 | 0.0% | 0.03% | +3.3% | |
MMM | Sell | 3M CO | $163,347 | -20.2% | 1,632 | -16.2% | 0.03% | -24.4% |
SHW | SHERWIN WILLIAMS CO | $159,312 | +18.1% | 600 | 0.0% | 0.03% | +14.8% | |
LEU | Buy | CENTRUS ENERGY CORPcl a | $162,800 | +102.2% | 5,000 | +100.0% | 0.03% | +93.8% |
AWK | AMERICAN WTR WKS CO INC NEW | $156,883 | -2.6% | 1,099 | 0.0% | 0.03% | -6.2% | |
TROW | PRICE T ROWE GROUP INC | $148,427 | -0.8% | 1,325 | 0.0% | 0.03% | -3.3% | |
New | GLOBAL X FDSemerging mkt grt | $152,908 | – | 6,131 | +100.0% | 0.03% | – | |
FULT | FULTON FINL CORP PA | $144,707 | -13.5% | 11,979 | 0.0% | 0.03% | -17.6% | |
MO | Sell | ALTRIA GROUP INC | $145,832 | -0.2% | 3,161 | -1.7% | 0.03% | -6.7% |
PSA | Sell | PUBLIC STORAGE | $142,438 | -10.4% | 488 | -7.2% | 0.03% | -15.6% |
TOWN | TOWNEBANK PORTSMOUTH VA | $140,940 | -12.6% | 6,000 | 0.0% | 0.03% | -18.2% | |
D | Sell | DOMINION ENERGY INC | $141,076 | -8.2% | 2,724 | -0.9% | 0.03% | -12.9% |
BKNG | Sell | BOOKING HOLDINGS INC | $140,418 | -18.6% | 52 | -20.0% | 0.03% | -22.9% |
COO | COOPER COS INC | $138,035 | +2.7% | 360 | 0.0% | 0.03% | 0.0% | |
LRCX | LAM RESEARCH CORP | $139,059 | +21.2% | 216 | 0.0% | 0.03% | +17.4% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $141,026 | -17.6% | 4,950 | 0.0% | 0.03% | -22.9% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $137,333 | +6.1% | 3,179 | 0.0% | 0.03% | 0.0% | |
QDF | FLEXSHARES TRqualt divd idx | $135,807 | +6.1% | 2,350 | 0.0% | 0.03% | 0.0% | |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $127,728 | +3.5% | 1,390 | 0.0% | 0.02% | 0.0% | |
COF | CAPITAL ONE FINL CORP | $130,151 | +13.7% | 1,190 | 0.0% | 0.02% | +8.7% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $131,727 | +1.8% | 2,421 | 0.0% | 0.02% | -3.8% | |
ANET | New | ARISTA NETWORKS INC | $129,648 | – | 800 | +100.0% | 0.02% | – |
ITA | ISHARES TRus aer def etf | $128,688 | +1.4% | 1,103 | 0.0% | 0.02% | -3.8% | |
MCK | MCKESSON CORP | $125,788 | +20.0% | 294 | 0.0% | 0.02% | +14.3% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $126,760 | +8.7% | 2,545 | -0.1% | 0.02% | 0.0% |
DFS | DISCOVER FINL SVCS | $125,614 | +18.2% | 1,075 | 0.0% | 0.02% | +14.3% | |
CLX | CLOROX CO DEL | $118,962 | +0.5% | 748 | 0.0% | 0.02% | -4.2% | |
TMUS | Sell | T-MOBILE US INC | $121,121 | -5.6% | 872 | -1.6% | 0.02% | -11.5% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $120,106 | +4.5% | 250 | 0.0% | 0.02% | 0.0% | |
IBTD | Sell | ISHARES TRibonds 23 trm ts | $114,573 | -98.5% | 4,618 | -98.5% | 0.02% | -98.6% |
WSO | WATSCO INC | $116,349 | +19.9% | 305 | 0.0% | 0.02% | +10.0% | |
BK | Sell | BANK NEW YORK MELLON CORP | $115,975 | -23.9% | 2,605 | -22.4% | 0.02% | -29.0% |
IEFA | ISHARES TRcore msci eafe | $112,253 | +1.0% | 1,663 | 0.0% | 0.02% | 0.0% | |
AES | Buy | AES CORP | $111,030 | -13.0% | 5,356 | +1.1% | 0.02% | -19.2% |
TPYP | MANAGED PORTFOLIO SERIEStortoise nram pi | $106,748 | +1.4% | 4,330 | 0.0% | 0.02% | 0.0% | |
NVS | Buy | NOVARTIS AGsponsored adr | $108,580 | +93.8% | 1,076 | +76.7% | 0.02% | +90.9% |
VRTX | VERTEX PHARMACEUTICALS INC | $107,685 | +11.7% | 306 | 0.0% | 0.02% | +10.5% | |
MKC | Sell | MCCORMICK & CO INC | $104,676 | +2.1% | 1,200 | -2.6% | 0.02% | -4.8% |
SYY | SYSCO CORP | $103,880 | -3.9% | 1,400 | 0.0% | 0.02% | -9.1% | |
LYB | LYONDELLBASELL INDUSTRIES N | $104,228 | -2.2% | 1,135 | 0.0% | 0.02% | -9.1% | |
IJT | ISHARES TRs&p sml 600 gwt | $104,932 | +4.5% | 913 | 0.0% | 0.02% | 0.0% | |
CNQ | CANADIAN NAT RES LTD | $102,487 | +1.6% | 1,800 | 0.0% | 0.02% | 0.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $106,002 | +39.7% | 310 | +4.4% | 0.02% | +33.3% |
GTLS | CHART INDS INC | $104,184 | +27.4% | 652 | 0.0% | 0.02% | +17.6% | |
QQQ | INVESCO QQQ TRunit ser 1 | $104,938 | +15.1% | 284 | 0.0% | 0.02% | +11.1% | |
Sell | LINDE PLC | $102,892 | -9.5% | 270 | -15.6% | 0.02% | -13.0% | |
PAYC | New | PAYCOM SOFTWARE INC | $96,372 | – | 300 | +100.0% | 0.02% | – |
IWP | ISHARES TRrus md cp gr etf | $96,630 | +6.1% | 1,000 | 0.0% | 0.02% | +5.6% | |
VLO | Sell | VALERO ENERGY CORP | $99,705 | -23.2% | 850 | -8.6% | 0.02% | -26.9% |
CME | Buy | CME GROUP INC | $100,242 | +3.6% | 541 | +7.1% | 0.02% | -5.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $98,618 | -8.0% | 737 | -9.9% | 0.02% | -13.6% |
FISV | FISERV INC | $100,920 | +11.6% | 800 | 0.0% | 0.02% | +5.6% | |
STZ | CONSTELLATION BRANDS INCcl a | $99,437 | +9.0% | 404 | 0.0% | 0.02% | +5.6% | |
PYPL | Sell | PAYPAL HLDGS INC | $97,626 | -12.5% | 1,463 | -0.5% | 0.02% | -17.4% |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $94,697 | -0.7% | 1,304 | 0.0% | 0.02% | -5.3% | |
IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $89,840 | +4.6% | 1,015 | 0.0% | 0.02% | 0.0% | |
CBOE | CBOE GLOBAL MKTS INC | $85,843 | +2.8% | 622 | 0.0% | 0.02% | 0.0% | |
PSX | PHILLIPS 66 | $85,842 | -5.9% | 900 | 0.0% | 0.02% | -5.6% | |
GM | Sell | GENERAL MTRS CO | $82,133 | +2.7% | 2,130 | -2.3% | 0.02% | 0.0% |
DON | WISDOMTREE TRus midcap divid | $81,367 | +2.6% | 1,935 | 0.0% | 0.02% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL | $82,340 | -1.4% | 373 | 0.0% | 0.02% | -5.9% | |
PGR | Buy | PROGRESSIVE CORP | $82,732 | +7.1% | 625 | +15.7% | 0.02% | 0.0% |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $82,128 | -3.3% | 1,255 | 0.0% | 0.02% | -5.9% | |
UL | Buy | UNILEVER PLCspon adr new | $78,560 | +1.9% | 1,507 | +1.5% | 0.02% | -6.2% |
T | Buy | AT&T INC | $76,178 | +0.2% | 4,776 | +21.0% | 0.02% | 0.0% |
IWC | ISHARES TRmicro-cap etf | $79,680 | +4.6% | 729 | 0.0% | 0.02% | 0.0% | |
AUB | ATLANTIC UN BANKSHARES CORP | $80,342 | -26.0% | 3,096 | 0.0% | 0.02% | -31.8% | |
MAS | MASCO CORP | $77,463 | +15.4% | 1,350 | 0.0% | 0.02% | +7.1% | |
DIMENSIONAL ETF TRUSTus mktwide value | $76,452 | +3.0% | 2,216 | 0.0% | 0.02% | 0.0% | ||
PRU | PRUDENTIAL FINL INC | $79,398 | +6.6% | 900 | 0.0% | 0.02% | 0.0% | |
DE | DEERE & CO | $76,176 | -1.9% | 188 | 0.0% | 0.02% | -6.2% | |
DES | Sell | WISDOMTREE TRus smallcap divd | $74,567 | -36.2% | 2,590 | -36.7% | 0.01% | -41.7% |
OTIS | Sell | OTIS WORLDWIDE CORP | $73,167 | +5.3% | 822 | -0.1% | 0.01% | 0.0% |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $73,950 | – | 200 | +100.0% | 0.01% | – |
NOW | SERVICENOW INC | $70,247 | +20.9% | 125 | 0.0% | 0.01% | +16.7% | |
AMD | Sell | ADVANCED MICRO DEVICES INC | $74,270 | -31.2% | 652 | -40.8% | 0.01% | -36.4% |
KMB | KIMBERLY-CLARK CORP | $70,874 | +2.8% | 509 | 0.0% | 0.01% | 0.0% | |
QCOM | Buy | QUALCOMM INC | $73,805 | -5.0% | 620 | +1.8% | 0.01% | -12.5% |
GL | GLOBE LIFE INC | $73,994 | -0.6% | 675 | 0.0% | 0.01% | -6.7% | |
DD | DUPONT DE NEMOURS INC | $73,012 | -0.5% | 1,022 | 0.0% | 0.01% | -6.7% | |
Buy | GE HEALTHCARE TECHNOLOGIES I | $73,035 | +27.4% | 899 | +28.6% | 0.01% | +16.7% | |
BLL | Sell | BALL CORP | $74,975 | -64.9% | 1,288 | -66.8% | 0.01% | -67.4% |
MGK | VANGUARD WORLD FDmega grwth ind | $70,596 | +15.1% | 300 | 0.0% | 0.01% | +16.7% | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $67,930 | +7.0% | 1,160 | 0.0% | 0.01% | 0.0% | |
HUBB | HUBBELL INC | $69,628 | +36.3% | 210 | 0.0% | 0.01% | +30.0% | |
MTCH | Buy | MATCH GROUP INC NEW | $65,872 | +493.7% | 1,574 | +444.6% | 0.01% | +550.0% |
New | ATLASSIAN CORPORATIONcl a | $67,124 | – | 400 | +100.0% | 0.01% | – | |
EA | ELECTRONIC ARTS INC | $69,390 | +7.7% | 535 | 0.0% | 0.01% | 0.0% | |
BGR | BLACKROCK ENERGY & RES TR | $69,832 | -1.0% | 5,800 | 0.0% | 0.01% | -7.1% | |
ABC | AMERISOURCEBERGEN CORP | $67,351 | +20.2% | 350 | 0.0% | 0.01% | +18.2% | |
CODI | COMPASS DIVERSIFIEDsh ben int | $62,641 | +13.7% | 2,888 | 0.0% | 0.01% | +9.1% | |
FNV | FRANCO NEV CORP | $64,883 | -2.2% | 455 | 0.0% | 0.01% | -7.7% | |
SPGI | S&P GLOBAL INC | $60,134 | +16.3% | 150 | 0.0% | 0.01% | +20.0% | |
USB | Sell | US BANCORP DEL | $63,071 | -48.9% | 1,883 | -44.3% | 0.01% | -52.0% |
BWA | BORGWARNER INC | $63,583 | -0.4% | 1,300 | 0.0% | 0.01% | -7.7% | |
DLR | DIGITAL RLTY TR INC | $62,174 | +15.8% | 546 | 0.0% | 0.01% | +9.1% | |
GPC | GENUINE PARTS CO | $62,967 | +1.1% | 370 | 0.0% | 0.01% | -7.7% | |
GS | GOLDMAN SACHS GROUP INC | $63,541 | -1.4% | 197 | 0.0% | 0.01% | -7.7% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $55,224 | -9.0% | 450 | 0.0% | 0.01% | -8.3% | |
HDV | ISHARES TRcore high dv etf | $55,939 | -0.9% | 555 | 0.0% | 0.01% | 0.0% | |
DVN | DEVON ENERGY CORP NEW | $55,930 | -4.5% | 1,157 | 0.0% | 0.01% | -8.3% | |
ATVI | Sell | ACTIVISION BLIZZARD INC | $58,420 | -12.9% | 693 | -11.6% | 0.01% | -21.4% |
SBUX | STARBUCKS CORP | $58,514 | -4.9% | 591 | 0.0% | 0.01% | -8.3% | |
AME | Sell | AMETEK INC | $55,849 | -7.4% | 345 | -16.9% | 0.01% | -8.3% |
TTD | THE TRADE DESK INC | $51,738 | +26.8% | 670 | 0.0% | 0.01% | +25.0% | |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $52,894 | +17.6% | 660 | +36.1% | 0.01% | +11.1% |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $49,360 | +1.2% | 800 | 0.0% | 0.01% | 0.0% | |
HACK | ETF MANAGERS TRprime cybr scrty | $53,362 | +5.8% | 1,055 | 0.0% | 0.01% | 0.0% | |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $53,142 | -22.6% | 754 | -29.8% | 0.01% | -28.6% |
RWR | SPDR SER TRdj reit etf | $54,355 | +1.9% | 601 | 0.0% | 0.01% | -9.1% | |
GOOD | GLADSTONE COMMERCIAL CORP | $52,140 | -2.1% | 4,215 | 0.0% | 0.01% | -9.1% | |
GLD | Sell | SPDR GOLD TR | $51,877 | -5.9% | 291 | -3.3% | 0.01% | -9.1% |
PCAR | PACCAR INC | $51,529 | +14.3% | 616 | 0.0% | 0.01% | +11.1% | |
PLD | Sell | PROLOGIS INC. | $52,118 | -32.1% | 425 | -30.9% | 0.01% | -33.3% |
EQCPRD | Buy | EQUITY COMWLTH6.5pcnt cnv pfd d | $49,302 | +42.4% | 1,941 | +40.1% | 0.01% | +28.6% |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $49,192 | +16.1% | 1,360 | +6.7% | 0.01% | 0.0% |
MS | Buy | MORGAN STANLEY | $45,519 | +0.1% | 533 | +2.9% | 0.01% | 0.0% |
SSO | PROSHARES TR | $46,520 | +15.8% | 800 | 0.0% | 0.01% | +12.5% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $48,060 | -1.5% | 1,000 | 0.0% | 0.01% | -10.0% | |
AMWD | AMERICAN WOODMARK CORPORATIO | $45,822 | +46.7% | 600 | 0.0% | 0.01% | +50.0% | |
AMP | AMERIPRISE FINL INC | $48,496 | +8.4% | 146 | 0.0% | 0.01% | 0.0% | |
MET | METLIFE INC | $45,224 | -2.4% | 800 | 0.0% | 0.01% | 0.0% | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $41,832 | +2.8% | 600 | 0.0% | 0.01% | 0.0% | |
GLW | Buy | CORNING INC | $40,822 | +3.3% | 1,165 | +4.0% | 0.01% | 0.0% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $40,881 | +2.5% | 308 | 0.0% | 0.01% | 0.0% | |
CINF | CINCINNATI FINL CORP | $39,228 | -13.1% | 400 | 0.0% | 0.01% | -11.1% | |
ALGN | New | ALIGN TECHNOLOGY INC | $42,437 | – | 120 | +100.0% | 0.01% | – |
EEM | ISHARES TRmsci emg mkt etf | $42,211 | +0.3% | 1,067 | 0.0% | 0.01% | 0.0% | |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $41,117 | +5.3% | 544 | +0.4% | 0.01% | 0.0% |
NFLX | Sell | NETFLIX INC | $39,645 | -0.2% | 90 | -21.7% | 0.01% | 0.0% |
VDE | VANGUARD WORLD FDSenergy etf | $40,539 | -0.3% | 356 | 0.0% | 0.01% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $41,271 | +8.1% | 763 | 0.0% | 0.01% | 0.0% | |
SDY | SPDR SER TRs&p divid etf | $39,962 | -0.9% | 326 | 0.0% | 0.01% | 0.0% | |
ENR | Sell | ENERGIZER HLDGS INC NEW | $35,495 | -27.7% | 1,057 | -25.2% | 0.01% | -30.0% |
BOMN | Buy | BOSTON OMAHA CORP | $34,498 | +75.0% | 1,833 | +120.0% | 0.01% | +75.0% |
OKE | ONEOK INC NEW | $34,564 | -2.9% | 560 | 0.0% | 0.01% | 0.0% | |
SWX | SOUTHWEST GAS HLDGS INC | $33,926 | +1.9% | 533 | 0.0% | 0.01% | 0.0% | |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $37,733 | -8.2% | 448 | -9.5% | 0.01% | -12.5% |
SASR | SANDY SPRING BANCORP INC | $38,897 | -12.7% | 1,715 | 0.0% | 0.01% | -22.2% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $34,097 | +1.6% | 608 | 0.0% | 0.01% | 0.0% | |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $36,826 | +21.4% | 226 | +14.7% | 0.01% | +16.7% |
ILMN | Sell | ILLUMINA INC | $38,248 | -25.2% | 204 | -7.3% | 0.01% | -30.0% |
PSTG | PURE STORAGE INCcl a | $36,820 | +44.3% | 1,000 | 0.0% | 0.01% | +40.0% | |
CCI | CROWN CASTLE INC | $34,980 | -14.9% | 307 | 0.0% | 0.01% | -12.5% | |
RLY | SSGA ACTIVE ETF TRmult ass rlrtn | $35,019 | -3.4% | 1,315 | 0.0% | 0.01% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $38,522 | +9.2% | 463 | 0.0% | 0.01% | 0.0% | |
PPG | Sell | PPG INDS INC | $38,558 | -62.8% | 260 | -66.5% | 0.01% | -66.7% |
ADSK | Sell | AUTODESK INC | $30,692 | -5.5% | 150 | -3.8% | 0.01% | -14.3% |
ANNALY CAPITAL MANAGEMENT IN | $30,205 | +4.6% | 1,462 | 0.0% | 0.01% | 0.0% | ||
IJS | ISHARES TRsp smcp600vl etf | $28,908 | +1.6% | 304 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $30,340 | -18.4% | 364 | 0.0% | 0.01% | -25.0% | |
OHI | OMEGA HEALTHCARE INVS INC | $33,545 | +12.0% | 1,093 | 0.0% | 0.01% | 0.0% | |
SRE | Sell | SEMPRA | $33,341 | -7.3% | 229 | -3.0% | 0.01% | -14.3% |
XRAY | DENTSPLY SIRONA INC | $32,100 | +1.9% | 800 | 0.0% | 0.01% | 0.0% | |
SLV | ISHARES SILVER TRishares | $30,709 | -5.6% | 1,470 | 0.0% | 0.01% | -14.3% | |
STAA | STAAR SURGICAL CO | $31,542 | -17.8% | 600 | 0.0% | 0.01% | -25.0% | |
AGR | Sell | AVANGRID INC | $28,684 | -10.2% | 752 | -5.1% | 0.01% | 0.0% |
UAA | Buy | UNDER ARMOUR INCcl a | $33,671 | +21764.3% | 5,018 | +27777.8% | 0.01% | – |
AOR | ISHARES TRgrwt allocat etf | $26,446 | +2.8% | 514 | 0.0% | 0.01% | 0.0% | |
PPL | PPL CORP | $26,700 | -4.7% | 1,000 | 0.0% | 0.01% | -16.7% | |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $24,909 | +64.4% | 180 | +59.3% | 0.01% | +66.7% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $26,133 | +61.6% | 127 | +53.0% | 0.01% | +66.7% |
PXD | PIONEER NAT RES CO | $25,484 | +1.4% | 123 | 0.0% | 0.01% | 0.0% | |
DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $25,428 | +4.0% | 464 | 0.0% | 0.01% | 0.0% | |
SQ | Buy | BLOCK INCcl a | $27,361 | +13.5% | 411 | +17.1% | 0.01% | 0.0% |
CQP | CHENIERE ENERGY PARTNERS LP | $24,178 | -2.5% | 524 | 0.0% | 0.01% | 0.0% | |
SPLG | SPDR SER TRportfolio s&p500 | $25,013 | +8.2% | 480 | 0.0% | 0.01% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $23,770 | +36.1% | 500 | 0.0% | 0.01% | +25.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $27,703 | +0.8% | 735 | 0.0% | 0.01% | -16.7% | |
ZTS | ZOETIS INCcl a | $26,004 | +3.5% | 151 | 0.0% | 0.01% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $26,631 | +4.9% | 790 | 0.0% | 0.01% | 0.0% | |
ALB | ALBEMARLE CORP | $18,740 | +0.9% | 84 | 0.0% | 0.00% | 0.0% | |
NVEE | New | NV5 GLOBAL INC | $22,154 | – | 200 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $21,218 | – | 200 | +100.0% | 0.00% | – |
SO | SOUTHERN CO | $21,045 | +1.0% | 300 | 0.0% | 0.00% | 0.0% | |
CNRG | SPDR SER TRs&p kensho clean | $19,461 | -2.4% | 230 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORP | $20,883 | +85.5% | 1,109 | 0.0% | 0.00% | +100.0% | |
CTRE | CARETRUST REIT INC | $20,785 | +1.4% | 1,032 | 0.0% | 0.00% | 0.0% | |
TSEM | TOWER SEMICONDUCTOR LTD | $18,760 | -11.7% | 500 | 0.0% | 0.00% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $20,229 | +0.9% | 125 | 0.0% | 0.00% | 0.0% | |
XME | SPDR SER TRs&p metals mng | $20,328 | -4.4% | 400 | 0.0% | 0.00% | 0.0% | |
IRBO | ISHARES TRrobotics artif | $23,128 | +5.3% | 700 | 0.0% | 0.00% | 0.0% | |
BL | BLACKLINE INC | $19,591 | -19.9% | 364 | 0.0% | 0.00% | -20.0% | |
EOG | EOG RES INC | $22,774 | -0.2% | 199 | 0.0% | 0.00% | -20.0% | |
DOW | DOW INC | $21,198 | -2.8% | 398 | 0.0% | 0.00% | 0.0% | |
IYH | ISHARES TRus hlthcare etf | $18,497 | +2.6% | 66 | 0.0% | 0.00% | 0.0% | |
CI | Buy | THE CIGNA GROUP | $21,326 | +19.2% | 76 | +8.6% | 0.00% | 0.0% |
HPQ | Buy | HP INC | $19,313 | +5.5% | 624 | +1.0% | 0.00% | 0.0% |
O | Buy | REALTY INCOME CORP | $14,291 | +40.5% | 238 | +48.8% | 0.00% | +50.0% |
ADM | ARCHER DANIELS MIDLAND CO | $13,601 | -5.1% | 180 | 0.0% | 0.00% | 0.0% | |
HUBS | New | HUBSPOT INC | $13,303 | – | 25 | +100.0% | 0.00% | – |
EPR | EPR PPTYS | $16,006 | +22.7% | 340 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $13,056 | +7.1% | 200 | 0.0% | 0.00% | +50.0% | |
KMX | CARMAX INC | $15,569 | +30.2% | 186 | 0.0% | 0.00% | +50.0% | |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $16,572 | -30.4% | 150 | -31.2% | 0.00% | -40.0% |
FDX | FEDEX CORP | $14,140 | +8.0% | 57 | 0.0% | 0.00% | 0.0% | |
TEL | TE CONNECTIVITY LTD | $14,016 | +6.9% | 100 | 0.0% | 0.00% | 0.0% | |
STAG | STAG INDL INC | $18,002 | +6.1% | 500 | 0.0% | 0.00% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $15,285 | +12.5% | 16 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC | $16,538 | +13.4% | 165 | 0.0% | 0.00% | 0.0% | |
OEF | ISHARES TRs&p 100 etf | $15,944 | +10.7% | 77 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $13,874 | +6.3% | 80 | 0.0% | 0.00% | 0.0% | |
VNT | VONTIER CORPORATION | $15,719 | +17.8% | 488 | 0.0% | 0.00% | 0.0% | |
ADI | ANALOG DEVICES INC | $13,442 | -1.2% | 69 | 0.0% | 0.00% | 0.0% | |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $15,050 | +1.6% | 274 | +1.1% | 0.00% | 0.0% |
AEM | AGNICO EAGLE MINES LTD | $7,997 | -1.9% | 160 | 0.0% | 0.00% | 0.0% | |
DSI | ISHARES TRmsci kld400 soc | $10,943 | +7.9% | 130 | 0.0% | 0.00% | 0.0% | |
IHAK | ISHARES TRcybersecurity | $11,346 | +4.0% | 300 | 0.0% | 0.00% | 0.0% | |
KYN | KAYNE ANDERSON ENERGY INFRST | $10,572 | -3.4% | 1,266 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $12,922 | -8.2% | 364 | 0.0% | 0.00% | -33.3% | |
HCA | HCA HEALTHCARE INC | $12,747 | +15.1% | 42 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC | $9,841 | +3.9% | 26 | 0.0% | 0.00% | 0.0% | |
GILD | GILEAD SCIENCES INC | $11,561 | -7.1% | 150 | 0.0% | 0.00% | -33.3% | |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $12,400 | +14.4% | 310 | +17.0% | 0.00% | 0.0% |
FLO | FLOWERS FOODS INC | $11,196 | -9.2% | 450 | 0.0% | 0.00% | 0.0% | |
NEU | NEWMARKET CORP | $11,727 | +10.2% | 29 | 0.0% | 0.00% | 0.0% | |
FCN | FTI CONSULTING INC | $9,510 | -3.6% | 50 | 0.0% | 0.00% | 0.0% | |
OGS | ONE GAS INC | $10,754 | -3.1% | 140 | 0.0% | 0.00% | 0.0% | |
EVRG | Sell | EVERGY INC | $12,853 | -8.6% | 220 | -4.3% | 0.00% | -33.3% |
PANW | PALO ALTO NETWORKS INC | $12,265 | +27.9% | 48 | 0.0% | 0.00% | 0.0% | |
ETR | ENTERGY CORP NEW | $11,111 | -9.6% | 114 | 0.0% | 0.00% | 0.0% | |
PAYX | PAYCHEX INC | $8,950 | -2.4% | 80 | 0.0% | 0.00% | 0.0% | |
PFS | PROVIDENT FINL SVCS INC | $11,586 | -14.8% | 709 | 0.0% | 0.00% | -33.3% | |
SHELL PLCspon ads | $12,076 | +4.9% | 200 | 0.0% | 0.00% | 0.0% | ||
DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $7,887 | +4.3% | 170 | 0.0% | 0.00% | 0.0% | |
KOMP | SPDR SER TRs&p kensho new | $8,697 | +4.4% | 195 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $11,147 | +34.6% | 206 | 0.0% | 0.00% | 0.0% | |
EEMX | SPDR INDEX SHS FDSmsci emr mkt etf | $9,090 | +0.6% | 300 | 0.0% | 0.00% | 0.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $10,064 | +2.3% | 150 | 0.0% | 0.00% | 0.0% | |
ED | CONSOLIDATED EDISON INC | $9,040 | -5.5% | 100 | 0.0% | 0.00% | 0.0% | |
COP | CONOCOPHILLIPS | $11,294 | +4.4% | 109 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $11,069 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
PHYS | SPROTT PHYSICAL GOLD TRunit | $8,729 | -3.5% | 585 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC | $11,808 | +16.3% | 126 | 0.0% | 0.00% | 0.0% | |
CG | CARLYLE GROUP INC | $9,841 | +2.9% | 308 | 0.0% | 0.00% | 0.0% | |
TYG | TORTOISE ENERGY INFRA CORP | $9,674 | -1.2% | 333 | 0.0% | 0.00% | 0.0% | |
UBER | UBER TECHNOLOGIES INC | $8,634 | +36.2% | 200 | 0.0% | 0.00% | +100.0% | |
UAL | UNITED AIRLS HLDGS INC | $7,847 | +24.0% | 143 | 0.0% | 0.00% | +100.0% | |
CHRW | C H ROBINSON WORLDWIDE INC | $11,870 | -5.0% | 125 | 0.0% | 0.00% | -33.3% | |
VSGX | VANGUARD WORLD FDesg intl stk etf | $10,676 | +1.4% | 201 | 0.0% | 0.00% | 0.0% | |
BBY | BEST BUY INC | $10,774 | +4.7% | 130 | 0.0% | 0.00% | 0.0% | |
BAX | Sell | BAXTER INTL INC | $10,935 | -58.5% | 240 | -63.0% | 0.00% | -60.0% |
VTRS | Sell | VIATRIS INC | $10,050 | -14.2% | 1,007 | -17.3% | 0.00% | 0.0% |
WELL | WELLTOWER INC | $11,082 | +12.8% | 137 | 0.0% | 0.00% | 0.0% | |
ABNB | AIRBNB INC | $12,945 | +3.0% | 101 | 0.0% | 0.00% | -33.3% | |
JCI | JOHNSON CTLS INTL PLC | $10,017 | +13.1% | 147 | 0.0% | 0.00% | 0.0% | |
ZTR | VIRTUS TOTAL RETURN FD INC | $3,325 | -6.1% | 547 | 0.0% | 0.00% | 0.0% | |
NEM | NEWMONT CORP | $4,181 | -13.0% | 98 | 0.0% | 0.00% | 0.0% | |
GSK PLCsponsored adr | $7,129 | +0.2% | 198 | 0.0% | 0.00% | 0.0% | ||
SOFI | SOFI TECHNOLOGIES INC | $5,004 | +37.4% | 600 | 0.0% | 0.00% | 0.0% | |
DRIV | GLOBAL X FDSautonmous ev etf | $4,195 | +10.0% | 160 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $6,329 | -6.9% | 155 | 0.0% | 0.00% | 0.0% | |
QSR | Buy | RESTAURANT BRANDS INTL INC | $6,977 | +59.8% | 90 | +38.5% | 0.00% | 0.0% |
Sell | WARNER BROS DISCOVERY INC | $5,393 | -25.1% | 430 | -9.9% | 0.00% | 0.0% | |
WRE | ELME COMMUNITIESsh ben int | $3,324 | -7.9% | 200 | 0.0% | 0.00% | 0.0% | |
LEN | LENNAR CORPcl a | $3,133 | +19.2% | 25 | 0.0% | 0.00% | 0.0% | |
NEOG | NEOGEN CORP | $6,525 | +17.4% | 300 | 0.0% | 0.00% | 0.0% | |
GHC | GRAHAM HLDGS CO | $2,858 | -4.1% | 5 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $6,348 | -1.7% | 50 | 0.0% | 0.00% | 0.0% | |
PNM | PNM RES INC | $3,906 | -7.4% | 87 | 0.0% | 0.00% | 0.0% | |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $5,271 | +18.6% | 140 | +16.7% | 0.00% | 0.0% |
OGN | ORGANON & CO | $6,472 | -11.5% | 311 | 0.0% | 0.00% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $6,592 | +6.2% | 390 | +0.8% | 0.00% | 0.0% |
EXAS | EXACT SCIENCES CORP | $4,695 | +38.5% | 50 | 0.0% | 0.00% | 0.0% | |
NIO | NIO INCspon ads | $5,999 | -7.8% | 619 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $2,852 | -12.6% | 15 | 0.0% | 0.00% | 0.0% | |
MOS | Sell | MOSAIC CO NEW | $5,250 | -61.9% | 150 | -50.0% | 0.00% | -66.7% |
ESGE | New | ISHARES INCesg awr msci em | $2,910 | – | 92 | +100.0% | 0.00% | – |
CRWD | CROWDSTRIKE HLDGS INCcl a | $7,344 | +7.0% | 50 | 0.0% | 0.00% | 0.0% | |
MRTX | New | MIRATI THERAPEUTICS INC | $7,226 | – | 200 | +100.0% | 0.00% | – |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $5,475 | +8.1% | 150 | 0.0% | 0.00% | 0.0% | |
F | FORD MTR CO DEL | $2,929 | +20.0% | 194 | 0.0% | 0.00% | – | |
ARCC | ARES CAPITAL CORP | $3,665 | +2.8% | 195 | 0.0% | 0.00% | 0.0% | |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $3,624 | -44.5% | 800 | -51.4% | 0.00% | 0.0% |
IWS | ISHARES TRrus mdcp val etf | $5,932 | +3.4% | 54 | 0.0% | 0.00% | 0.0% | |
PDBC | INVESCO ACTVELY MNGD ETC FDoptimum yield | $4,096 | -4.3% | 301 | 0.0% | 0.00% | 0.0% | |
SRPT | SAREPTA THERAPEUTICS INC | $6,872 | -16.9% | 60 | 0.0% | 0.00% | -50.0% | |
DG | Buy | DOLLAR GEN CORP NEW | $7,641 | +418.4% | 45 | +542.9% | 0.00% | – |
ASML | ASML HOLDING N V | $5,074 | +6.5% | 7 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $2,671 | -1.8% | 58 | 0.0% | 0.00% | 0.0% | |
ITB | ISHARES TRus home cons etf | $4,956 | +21.6% | 58 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $7,299 | +24.1% | 130 | 0.0% | 0.00% | 0.0% | |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $7,208 | -4.7% | 400 | 0.0% | 0.00% | -50.0% | |
VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $137 | +3.0% | 1 | 0.0% | 0.00% | – | |
VEEV | VEEVA SYS INC | $989 | +7.6% | 5 | 0.0% | 0.00% | – | |
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -168 | -100.0% | 0.00% | – |
NDAQ | New | NASDAQ INC | $1,496 | – | 30 | +100.0% | 0.00% | – |
NOV | NOV INC | $129 | -13.4% | 8 | 0.0% | 0.00% | – | |
FE | New | FIRSTENERGY CORP | $1,672 | – | 43 | +100.0% | 0.00% | – |
MTD | METTLER TOLEDO INTERNATIONAL | $1,312 | -14.3% | 1 | 0.0% | 0.00% | – | |
GXO LOGISTICS INCORPORATED | $2,513 | +24.5% | 40 | 0.0% | 0.00% | – | ||
CHWY | CHEWY INCcl a | $1,974 | +5.6% | 50 | 0.0% | 0.00% | – | |
MEIP | Exit | MEI PHARMA INC | $0 | – | -950 | -100.0% | 0.00% | – |
MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $189 | – | 1 | +100.0% | 0.00% | – |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,911 | -14.3% | 202 | 0.0% | 0.00% | – | |
VNO | VORNADO RLTY TRsh ben int | $273 | +18.2% | 15 | 0.0% | 0.00% | – | |
LIT | GLOBAL X FDSlithium btry etf | $1,501 | +2.7% | 23 | 0.0% | 0.00% | – | |
AIG | New | AMERICAN INTL GROUP INC | $1,439 | – | 25 | +100.0% | 0.00% | – |
GMED | GLOBUS MED INCcl a | $1,310 | +5.1% | 22 | 0.0% | 0.00% | – | |
WMB | New | WILLIAMS COS INC | $1,534 | – | 47 | +100.0% | 0.00% | – |
HOG | HARLEY DAVIDSON INC | $1,127 | -7.3% | 32 | 0.0% | 0.00% | – | |
HRTX | HERON THERAPEUTICS INC | $116 | -23.2% | 100 | 0.0% | 0.00% | – | |
AAXJ | Sell | ISHARES TRmsci ac asia etf | $798 | -94.3% | 12 | -94.2% | 0.00% | -100.0% |
HUM | New | HUMANA INC | $1,342 | – | 3 | +100.0% | 0.00% | – |
ZIMVIE INC | $90 | +55.2% | 8 | 0.0% | 0.00% | – | ||
ING | New | ING GROEP N.V.sponsored adr | $1,981 | – | 147 | +100.0% | 0.00% | – |
BEDZ | ADVISORSHARES TRhotel etf | $1,014 | +3.5% | 40 | 0.0% | 0.00% | – | |
IPG | INTERPUBLIC GROUP COS INC | $180 | +4.0% | 5 | 0.0% | 0.00% | – | |
BAP | New | CREDICORP LTD | $1,329 | – | 9 | +100.0% | 0.00% | – |
CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $1,676 | – | 26 | +100.0% | 0.00% | – |
AZZ | AZZ INC | $915 | +5.3% | 21 | 0.0% | 0.00% | – | |
ARKG | ARK ETF TRgenomic rev etf | $512 | +13.3% | 15 | 0.0% | 0.00% | – | |
ARKK | ARK ETF TRinnovation etf | $1,549 | +9.4% | 35 | 0.0% | 0.00% | – | |
FTI | New | TECHNIPFMC PLC | $1,613 | – | 97 | +100.0% | 0.00% | – |
ALC | New | ALCON AG | $1,725 | – | 21 | +100.0% | 0.00% | – |
AOA | ISHARES TRaggres alloc etf | $1,593 | +4.3% | 24 | 0.0% | 0.00% | – | |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,018 | +6.6% | 40 | 0.0% | 0.00% | – | |
MPC | New | MARATHON PETE CORP | $1,749 | – | 15 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $214 | +4.4% | 8 | 0.0% | 0.00% | – | |
TDC | New | TERADATA CORP DEL | $1,122 | – | 21 | +100.0% | 0.00% | – |
DDOG | DATADOG INC | $99 | +35.6% | 1 | 0.0% | 0.00% | – | |
CNC | New | CENTENE CORP DEL | $1,080 | – | 16 | +100.0% | 0.00% | – |
SAP | SAP SEspon adr | $1,369 | +8.1% | 10 | 0.0% | 0.00% | – | |
SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -16 | -100.0% | 0.00% | – |
TTE | New | TOTALENERGIES SEsponsored ads | $1,384 | – | 24 | +100.0% | 0.00% | – |
TSCO | TRACTOR SUPPLY CO | $423 | -6.0% | 2 | 0.0% | 0.00% | – | |
SPYD | SPDR SER TRprtflo s&p500 hi | $965 | -2.3% | 26 | 0.0% | 0.00% | – | |
CPB | CAMPBELL SOUP CO | $1,006 | -16.9% | 22 | 0.0% | 0.00% | – | |
TSN | Sell | TYSON FOODS INCcl a | $205 | -95.4% | 4 | -94.7% | 0.00% | -100.0% |
DIGITAL WORLD ACQUISITION CO | $289 | -10.8% | 23 | 0.0% | 0.00% | – | ||
DOCU | DOCUSIGN INC | $52 | -11.9% | 1 | 0.0% | 0.00% | – | |
CCJ | New | CAMECO CORP | $1,504 | – | 48 | +100.0% | 0.00% | – |
CACI | New | CACI INTL INCcl a | $341 | – | 1 | +100.0% | 0.00% | – |
RTOKY | New | RENTOKIL INITIAL PLCsponsored adr | $1,639 | – | 42 | +100.0% | 0.00% | – |
RYN | Buy | RAYONIER INC | $488 | -4.7% | 16 | +6.7% | 0.00% | – |
UNIT | UNITI GROUP INC | $329 | +30.0% | 71 | 0.0% | 0.00% | – | |
PHM | PULTE GROUP INC | $390 | +33.1% | 5 | 0.0% | 0.00% | – | |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $138 | -88.0% | 5 | -86.1% | 0.00% | – |
PROSHARES TRultrapro sht qqq | $19 | -36.7% | 1 | 0.0% | 0.00% | – | ||
SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $305 | +15.5% | 2 | +100.0% | 0.00% | – |
JETS | ETF SER SOLUTIONSus glb jets | $1,079 | +14.9% | 50 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $395 | -11.4% | 38 | 0.0% | 0.00% | – | |
Exit | TOUGHBUILT INDS INC | $0 | – | -20 | -100.0% | 0.00% | – | |
New | BROOKFIELD ASSET MANAGMT LTD | $359 | – | 11 | +100.0% | 0.00% | – | |
EW | New | EDWARDS LIFESCIENCES CORP | $2,076 | – | 22 | +100.0% | 0.00% | – |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $46 | -99.8% | 3 | -99.9% | 0.00% | -100.0% |
PCG | New | PG&E CORP | $2,143 | – | 124 | +100.0% | 0.00% | – |
VUSB | VANGUARD BD INDEX FDSvanguard ultra | $1,770 | -0.2% | 36 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $21 | -8.7% | 2 | 0.0% | 0.00% | – | |
ACB | Exit | AURORA CANNABIS INC | $0 | – | -50 | -100.0% | 0.00% | – |
BIIB | BIOGEN INC | $1,425 | +2.4% | 5 | 0.0% | 0.00% | – | |
NTRS | Sell | NORTHERN TR CORP | $64 | -99.2% | 0 | -100.0% | 0.00% | -100.0% |
FMC | New | FMC CORP | $1,670 | – | 16 | +100.0% | 0.00% | – |
VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $177 | +6.6% | 1 | 0.0% | 0.00% | – | |
MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -30 | -100.0% | 0.00% | – |
SONY | New | SONY GROUP CORPORATIONsponsored adr | $2,161 | – | 24 | +100.0% | 0.00% | – |
SNOW | SNOWFLAKE INCcl a | $2,464 | +14.0% | 14 | 0.0% | 0.00% | – | |
SNAP | Exit | SNAP INCcl a | $0 | – | -8 | -100.0% | 0.00% | – |
SHIFT TECHNOLOGIES INCcl a new | $59 | +90.3% | 27 | 0.0% | 0.00% | – | ||
COMP | COMPASS INCcl a | $1,470 | +8.3% | 420 | 0.0% | 0.00% | – | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,699 | +13.6% | 10 | 0.0% | 0.00% | – | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,596 | -0.7% | 35 | 0.0% | 0.00% | -100.0% | |
CTVA | CORTEVA INC | $402 | -5.0% | 7 | 0.0% | 0.00% | – | |
ICLN | ISHARES TRgl clean ene etf | $1,951 | -7.0% | 106 | 0.0% | 0.00% | – | |
RCL | ROYAL CARIBBEAN GROUP | $2,075 | +58.9% | 20 | 0.0% | 0.00% | – | |
MP | Exit | MP MATERIALS CORP | $0 | – | -25 | -100.0% | 0.00% | – |
IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -30 | -100.0% | 0.00% | – |
Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -4 | -100.0% | 0.00% | – | |
TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -3 | -100.0% | 0.00% | – |
WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -160 | -100.0% | -0.00% | – |
POOL | Exit | POOL CORP | $0 | – | -10 | -100.0% | -0.00% | – |
LTHM | Exit | LIVENT CORP | $0 | – | -264 | -100.0% | -0.00% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -120 | -100.0% | -0.00% | – |
PAWZ | Exit | PROSHARES TRpet care etf | $0 | – | -244 | -100.0% | -0.00% | – |
Exit | MASTERBRAND INC | $0 | – | -2,129 | -100.0% | -0.00% | – | |
WSBC | Exit | WESBANCO INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -375 | -100.0% | -0.02% | – |
FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -2,129 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.