$6.32 Million is the total value of PARK AVENUE SECURITIES LLC's 720 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $879,856 | +11.0% | 1,974,055 | +2.4% | 13.93% | +2.3% |
| IUSB | Buy | ISHARES TRcore total usd | $441,043 | +0.1% | 9,699,646 | +1.6% | 6.98% | -7.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $336,436 | +10.9% | 2,494,523 | +2.0% | 5.33% | +2.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $295,305 | +4.3% | 3,095,112 | +2.4% | 4.68% | -4.0% |
| EFV | Buy | ISHARES TReafe value etf | $228,079 | +1.4% | 4,660,373 | +0.6% | 3.61% | -6.6% |
| ESGU | Sell | ISHARES TResg awr msci usa | $197,593 | -1.9% | 2,027,424 | -8.9% | 3.13% | -9.6% |
| MBB | Buy | ISHARES TRmbs etf | $169,796 | +1.7% | 1,820,575 | +3.3% | 2.69% | -6.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $163,928 | +2.1% | 3,325,783 | +1.0% | 2.60% | -6.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $153,531 | +17.4% | 1,410,219 | +0.1% | 2.43% | +8.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $142,031 | -0.4% | 6,202,208 | +1.7% | 2.25% | -8.3% |
| USMV | Buy | ISHARES TRmsci usa min vol | $97,836 | +10.0% | 1,316,240 | +7.7% | 1.55% | +1.3% |
| MSFT | Buy | MICROSOFT CORP | $96,563 | +78.7% | 283,559 | +51.3% | 1.53% | +64.6% |
| MUB | Buy | ISHARES TRnational mun etf | $96,030 | +8.8% | 899,747 | +9.8% | 1.52% | +0.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $69,075 | +33.7% | 155,826 | +23.5% | 1.09% | +23.2% |
| AAPL | Buy | APPLE INC | $67,188 | +20.5% | 346,384 | +2.5% | 1.06% | +10.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $64,127 | +15.8% | 394,798 | +9.8% | 1.02% | +6.6% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $51,348 | +0.5% | 1,577,998 | -0.8% | 0.81% | -7.5% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $50,560 | -1.8% | 456,440 | +1.6% | 0.80% | -9.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $48,902 | +2.3% | 222,000 | -5.2% | 0.77% | -5.8% |
| New | AMERICAN CENTY ETF TRus large cap vlu | $48,590 | – | 910,769 | +100.0% | 0.77% | – | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $44,750 | +19.3% | 1,648,251 | +12.0% | 0.71% | +9.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $37,868 | +28.6% | 228,947 | +23.4% | 0.60% | +18.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $35,634 | +2.5% | 771,629 | +0.3% | 0.56% | -5.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $34,937 | +9.1% | 356,686 | +10.9% | 0.55% | +0.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $34,842 | +26.0% | 668,618 | +16.4% | 0.55% | +16.0% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $33,454 | -6.2% | 614,519 | -13.1% | 0.53% | -13.5% |
| AMZN | Buy | AMAZON COM INC | $32,642 | +28.8% | 250,398 | +2.1% | 0.52% | +18.6% |
| IFRA | Buy | ISHARES TRus infrastruc | $30,010 | +7.1% | 767,913 | +2.3% | 0.48% | -1.5% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $25,662 | -1.3% | 799,197 | -0.1% | 0.41% | -9.2% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $25,653 | -15.7% | 1,885,546 | -11.9% | 0.41% | -22.5% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $24,461 | +23.8% | 921,677 | +17.3% | 0.39% | +13.8% | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $24,392 | +30.0% | 234,446 | +30.8% | 0.39% | +19.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $23,870 | +27.9% | 120,019 | +22.0% | 0.38% | +17.8% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $23,225 | +15.3% | 956,951 | +14.4% | 0.37% | +6.4% | |
| NVDA | Buy | NVIDIA CORPORATION | $23,140 | +58.5% | 54,703 | +4.1% | 0.37% | +45.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $22,140 | +14.6% | 204,733 | +16.1% | 0.35% | +5.7% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $21,945 | +9.5% | 762,227 | +11.1% | 0.35% | +0.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $21,324 | +11.8% | 178,149 | -3.1% | 0.34% | +3.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $20,722 | +26.9% | 275,591 | +19.7% | 0.33% | +16.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $20,585 | -13.5% | 650,804 | -13.9% | 0.33% | -20.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $19,694 | +24.8% | 262,759 | +8.5% | 0.31% | +15.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $19,524 | +11.6% | 268,850 | +12.5% | 0.31% | +2.7% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $18,894 | +3.3% | 744,745 | +5.0% | 0.30% | -4.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $18,567 | +18.2% | 67,474 | +5.0% | 0.29% | +8.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $18,384 | -3.8% | 38,249 | -5.5% | 0.29% | -11.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $17,641 | +17.7% | 44,853 | +8.8% | 0.28% | +8.1% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $16,994 | -25.7% | 600,721 | -24.0% | 0.27% | -31.7% |
| SHV | Buy | ISHARES TRshort treas bd | $16,880 | +20.7% | 152,827 | +20.8% | 0.27% | +11.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $16,872 | +18.1% | 116,007 | +5.8% | 0.27% | +8.5% |
| MRK | Buy | MERCK & CO INC | $16,584 | +24.4% | 143,720 | +14.7% | 0.26% | +14.8% |
| V | Sell | VISA INC | $16,373 | -1.5% | 68,946 | -6.5% | 0.26% | -9.4% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $15,995 | +15.5% | 700,922 | +16.4% | 0.25% | +6.3% | |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $15,975 | +11.3% | 624,994 | +9.9% | 0.25% | +2.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $15,945 | +10.3% | 189,435 | +2.2% | 0.25% | +1.2% |
| USXF | Buy | ISHARES TResg msci usa etf | $15,545 | +10.9% | 432,414 | +2.0% | 0.25% | +2.1% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $15,142 | +10.7% | 310,027 | +2.6% | 0.24% | +2.1% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $14,605 | +669.9% | 159,061 | +669.7% | 0.23% | +600.0% |
| HD | Buy | HOME DEPOT INC | $14,447 | +5.4% | 46,507 | +0.2% | 0.23% | -3.0% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $14,333 | +11.2% | 330,549 | +2.9% | 0.23% | +2.3% |
| CVX | Buy | CHEVRON CORP NEW | $14,055 | +9.1% | 89,323 | +13.2% | 0.22% | +0.9% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $13,728 | +806.1% | 238,497 | +820.6% | 0.22% | +734.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $13,654 | +13.2% | 180,678 | +14.6% | 0.22% | +4.3% |
| JQUA | Sell | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $13,380 | +3.4% | 302,164 | -3.8% | 0.21% | -4.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $13,324 | +13.0% | 168,598 | +14.7% | 0.21% | +3.9% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $12,854 | +16.2% | 373,874 | +15.4% | 0.20% | +7.4% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $12,843 | -24.4% | 148,400 | -24.6% | 0.20% | -30.5% |
| MFEM | Buy | PIMCO EQUITY SERrafi dyn emerg | $12,740 | +10.6% | 684,585 | +7.7% | 0.20% | +2.0% |
| FB | Buy | META PLATFORMS INCcl a | $12,493 | +36.2% | 43,532 | +0.6% | 0.20% | +25.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $12,479 | -1.1% | 271,347 | +0.1% | 0.20% | -8.8% |
| Sell | DIMENSIONAL ETF TRUSTshort duration f | $12,380 | -25.9% | 267,109 | -25.4% | 0.20% | -31.7% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $12,302 | +26.5% | 25,158 | -0.3% | 0.20% | +16.8% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $12,280 | -8.9% | 119,295 | -5.9% | 0.19% | -16.4% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $12,176 | +2.4% | 166,949 | +0.9% | 0.19% | -5.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $12,077 | +13.4% | 209,204 | +15.0% | 0.19% | +4.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $11,920 | +14.2% | 158,792 | +15.0% | 0.19% | +5.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $11,742 | +14.9% | 173,952 | +13.7% | 0.19% | +5.7% |
| PEP | Buy | PEPSICO INC | $11,338 | +3.5% | 61,213 | +1.9% | 0.18% | -4.3% |
| SUSC | Buy | ISHARES TResg awre usd etf | $11,043 | +2.3% | 485,606 | +3.5% | 0.18% | -5.9% |
| FALN | Sell | ISHARES TRfaln angls usd | $10,991 | -1.7% | 433,217 | -2.1% | 0.17% | -9.4% |
| TSLA | Buy | TESLA INC | $10,908 | +36.7% | 41,671 | +8.4% | 0.17% | +26.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $10,856 | +10.8% | 35,180 | +2.6% | 0.17% | +1.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $10,842 | +14.8% | 89,623 | -1.3% | 0.17% | +6.2% |
| DGRO | Sell | ISHARES TRcore div grwth | $10,838 | +0.8% | 210,316 | -2.2% | 0.17% | -7.0% |
| CSCO | Sell | CISCO SYS INC | $10,286 | -1.6% | 198,800 | -0.5% | 0.16% | -9.4% |
| XOM | Buy | EXXON MOBIL CORP | $10,095 | +9.1% | 94,130 | +11.5% | 0.16% | +0.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $10,033 | +32.7% | 62,244 | +24.9% | 0.16% | +22.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $10,042 | +26.6% | 75,660 | +23.5% | 0.16% | +16.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $9,865 | +16.9% | 201,829 | +17.0% | 0.16% | +7.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,879 | +11.3% | 28,971 | +0.7% | 0.16% | +2.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $9,757 | +32.0% | 131,545 | +32.9% | 0.16% | +22.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $9,773 | +16.9% | 18,153 | +7.9% | 0.16% | +7.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $9,659 | +18.1% | 67,970 | +14.8% | 0.15% | +8.5% |
| IXUS | Buy | ISHARES TRcore msci total | $9,649 | +17.0% | 154,095 | +15.8% | 0.15% | +7.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $9,642 | -7.8% | 18,481 | +1.9% | 0.15% | -15.0% |
| ABBV | Sell | ABBVIE INC | $9,636 | -24.8% | 71,520 | -11.0% | 0.15% | -30.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $9,632 | +0.9% | 63,474 | -1.1% | 0.15% | -6.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $9,569 | -7.8% | 98,026 | -8.1% | 0.15% | -14.6% |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $9,591 | +16.6% | 391,799 | +15.2% | 0.15% | +7.8% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $9,628 | +1091.6% | 136,605 | +980.1% | 0.15% | +985.7% |
| AVGO | New | BROADCOM INC | $9,560 | – | 11,021 | +100.0% | 0.15% | – |
| RPV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $8,968 | +0.2% | 115,646 | -1.9% | 0.14% | -7.8% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $8,593 | +3.6% | 182,179 | +5.5% | 0.14% | -4.9% |
| DMXF | Buy | ISHARES TResg eafe etf | $8,552 | +4.6% | 140,409 | +2.3% | 0.14% | -4.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,399 | -5.1% | 18,243 | -2.6% | 0.13% | -12.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $8,142 | +18.0% | 76,756 | +17.4% | 0.13% | +8.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $8,173 | +23.0% | 229,246 | +20.1% | 0.13% | +13.2% |
| SBUX | Buy | STARBUCKS CORP | $8,087 | -0.1% | 81,632 | +5.0% | 0.13% | -7.9% |
| SNA | Buy | SNAP ON INC | $7,932 | +20.3% | 27,525 | +3.1% | 0.13% | +11.5% |
| DHR | Sell | DANAHER CORPORATION | $7,871 | -5.1% | 32,796 | -0.3% | 0.12% | -12.6% |
| Sell | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $7,907 | +0.7% | 138,402 | -2.9% | 0.12% | -7.4% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,920 | -2.6% | 212,959 | +1.8% | 0.12% | -10.7% |
| ASML | Sell | ASML HOLDING N V | $7,740 | +5.9% | 10,680 | -0.6% | 0.12% | -2.4% |
| LLY | Buy | LILLY ELI & CO | $7,755 | +46.8% | 16,536 | +7.5% | 0.12% | +35.2% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $7,720 | +18.0% | 329,092 | +15.8% | 0.12% | +8.0% |
| IYH | Sell | ISHARES TRus hlthcare etf | $7,658 | -5.9% | 27,327 | -8.3% | 0.12% | -13.6% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $7,549 | +25.4% | 131,523 | +24.6% | 0.12% | +15.4% |
| PLD | Buy | PROLOGIS INC. | $7,582 | +3.9% | 61,831 | +5.7% | 0.12% | -4.8% |
| ESML | Buy | ISHARES TResg aware msci | $7,496 | +7.1% | 211,033 | +2.5% | 0.12% | -0.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $7,300 | +25.3% | 135,667 | +23.2% | 0.12% | +16.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,263 | +8.0% | 178,532 | +7.3% | 0.12% | -0.9% |
| Buy | LINDE PLC | $7,233 | +28.4% | 18,980 | +18.6% | 0.12% | +18.6% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $7,056 | +16.3% | 169,813 | +6.1% | 0.11% | +7.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $6,861 | +9.5% | 49,580 | +6.0% | 0.11% | +0.9% |
| AMP | Buy | AMERIPRISE FINL INC | $6,791 | +11.2% | 20,444 | +2.6% | 0.11% | +2.9% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $6,798 | +12.5% | 175,031 | +9.4% | 0.11% | +3.8% |
| NEE | Buy | NEXTERA ENERGY INC | $6,799 | -3.1% | 91,625 | +0.6% | 0.11% | -10.7% |
| ABT | Buy | ABBOTT LABS | $6,649 | +12.4% | 60,991 | +4.4% | 0.10% | +2.9% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $6,605 | +4.0% | 220,895 | +7.4% | 0.10% | -3.7% |
| NVO | Buy | NOVO-NORDISK A Sadr | $6,476 | +7.0% | 40,018 | +5.2% | 0.10% | -1.0% |
| NOW | Sell | SERVICENOW INC | $6,437 | +15.7% | 11,454 | -4.3% | 0.10% | +6.2% |
| WMT | Buy | WALMART INC | $6,452 | +9.7% | 41,046 | +2.9% | 0.10% | +1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,363 | +10.2% | 38,444 | +3.2% | 0.10% | +2.0% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $6,325 | +18.5% | 152,970 | +20.7% | 0.10% | +8.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,261 | +9.7% | 23,946 | +4.9% | 0.10% | +1.0% |
| MCD | Buy | MCDONALDS CORP | $6,210 | +14.5% | 20,812 | +7.3% | 0.10% | +5.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $6,158 | +10.8% | 134,199 | +6.1% | 0.10% | +2.1% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,146 | +590.6% | 121,824 | +547.8% | 0.10% | +546.7% |
| PAYX | Buy | PAYCHEX INC | $6,125 | -0.4% | 54,755 | +2.0% | 0.10% | -8.5% |
| FISR | Sell | SSGA ACTIVE TRspdr ssga fxd | $6,113 | -2.1% | 236,345 | -0.2% | 0.10% | -9.3% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $5,977 | +0.7% | 72,798 | -0.9% | 0.10% | -6.9% |
| HON | Buy | HONEYWELL INTL INC | $5,896 | +11.0% | 28,412 | +2.2% | 0.09% | +2.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,869 | +35.2% | 26,658 | +29.5% | 0.09% | +24.0% |
| UNP | Buy | UNION PAC CORP | $5,853 | +5.4% | 28,606 | +3.7% | 0.09% | -3.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $5,808 | +5.1% | 86,570 | +2.8% | 0.09% | -3.2% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $5,782 | +15.6% | 26,334 | +0.8% | 0.09% | +7.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $5,720 | +17.3% | 87,407 | +21.3% | 0.09% | +8.3% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,682 | +20.8% | 22,361 | +9.6% | 0.09% | +11.1% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $5,680 | +21.3% | 122,077 | +19.3% | 0.09% | +11.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $5,652 | -66.4% | 32,508 | -70.8% | 0.09% | -69.2% |
| PFE | Sell | PFIZER INC | $5,648 | -20.2% | 153,981 | -11.2% | 0.09% | -27.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $5,501 | +58.1% | 148,346 | +62.0% | 0.09% | +45.0% |
| AMGN | Sell | AMGEN INC | $5,523 | -9.0% | 24,878 | -0.9% | 0.09% | -16.3% |
| AMAT | Buy | APPLIED MATLS INC | $5,519 | +22.5% | 38,182 | +4.1% | 0.09% | +13.0% |
| SNPS | Sell | SYNOPSYS INC | $5,477 | +10.6% | 12,578 | -1.9% | 0.09% | +2.4% |
| GLD | Buy | SPDR GOLD TR | $5,456 | +23.9% | 30,605 | +27.3% | 0.09% | +13.2% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $5,418 | +1.7% | 232,439 | +0.6% | 0.09% | -6.5% | |
| MDT | Buy | MEDTRONIC PLC | $5,381 | +31.4% | 61,084 | +20.2% | 0.08% | +21.4% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $5,355 | +18.9% | 159,991 | +20.7% | 0.08% | +10.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $5,201 | +1.6% | 71,739 | +0.2% | 0.08% | -6.8% |
| PSX | Buy | PHILLIPS 66 | $5,091 | -0.3% | 53,371 | +6.0% | 0.08% | -8.0% |
| NFLX | New | NETFLIX INC | $4,981 | – | 11,308 | +100.0% | 0.08% | – |
| HCA | Sell | HCA HEALTHCARE INC | $4,925 | +12.3% | 16,229 | -2.4% | 0.08% | +4.0% |
| TJX | Buy | TJX COS INC NEW | $4,873 | +43.7% | 57,473 | +32.8% | 0.08% | +32.8% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $4,872 | +3.5% | 114,424 | +5.1% | 0.08% | -4.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $4,821 | +37.5% | 14,098 | +2.7% | 0.08% | +26.7% |
| USB | Buy | US BANCORP DEL | $4,774 | -4.8% | 144,498 | +3.9% | 0.08% | -11.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $4,780 | +22.5% | 115,324 | +23.2% | 0.08% | +13.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,741 | +9.3% | 65,219 | +11.0% | 0.08% | 0.0% |
| ZTS | Sell | ZOETIS INCcl a | $4,670 | -0.9% | 27,119 | -4.2% | 0.07% | -8.6% |
| COP | Buy | CONOCOPHILLIPS | $4,660 | +11.9% | 44,979 | +7.2% | 0.07% | +2.8% |
| SPGI | Sell | S&P GLOBAL INC | $4,650 | +15.3% | 11,600 | -0.9% | 0.07% | +7.2% |
| T | Buy | AT&T INC | $4,632 | -16.6% | 290,424 | +0.6% | 0.07% | -24.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,576 | -5.0% | 50,988 | +2.1% | 0.07% | -13.3% |
| KO | Sell | COCA COLA CO | $4,550 | -3.5% | 75,556 | -0.6% | 0.07% | -11.1% |
| CCI | Buy | CROWN CASTLE INC | $4,538 | -12.6% | 39,832 | +2.7% | 0.07% | -19.1% |
| ADI | Buy | ANALOG DEVICES INC | $4,520 | +5.9% | 23,204 | +7.2% | 0.07% | -1.4% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $4,494 | +38.6% | 49,507 | +30.2% | 0.07% | +26.8% |
| DFS | Buy | DISCOVER FINL SVCS | $4,476 | +22.2% | 38,305 | +3.4% | 0.07% | +12.7% |
| SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $4,474 | +13.0% | 116,189 | +11.5% | 0.07% | +4.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,405 | +47.2% | 22,714 | +55.1% | 0.07% | +37.3% |
| VEEV | Buy | VEEVA SYS INC | $4,374 | +15.4% | 22,123 | +7.2% | 0.07% | +6.2% |
| ICSH | Buy | ISHARES TRblackrock ultra | $4,347 | +39.5% | 86,429 | +39.4% | 0.07% | +27.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $4,372 | -15.6% | 141,357 | -14.8% | 0.07% | -22.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $4,298 | +9.2% | 45,563 | -4.3% | 0.07% | 0.0% |
| EBND | Buy | SPDR SER TRbloomberg emergi | $4,324 | +8.9% | 204,328 | +9.2% | 0.07% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,168 | +13.2% | 14,730 | -0.2% | 0.07% | +4.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $4,157 | +255.0% | 50,168 | +245.7% | 0.07% | +230.0% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $4,153 | +6.1% | 136,111 | +7.7% | 0.07% | -1.5% |
| IBTI | Buy | ISHARES TRibonds 28 trm ts | $4,118 | +25.5% | 187,184 | +28.3% | 0.06% | +16.1% |
| DHI | Buy | D R HORTON INC | $4,128 | +47.8% | 33,925 | +18.6% | 0.06% | +35.4% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $4,061 | +6.8% | 45,107 | +7.5% | 0.06% | -1.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $4,055 | +38.4% | 53,897 | +41.2% | 0.06% | +28.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,035 | +20.1% | 21,546 | +14.4% | 0.06% | +10.3% |
| CSGP | Sell | COSTAR GROUP INC | $3,999 | +27.2% | 44,928 | -1.6% | 0.06% | +16.7% |
| DIS | Buy | DISNEY WALT CO | $4,003 | +3.9% | 44,835 | +16.5% | 0.06% | -4.5% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $4,008 | +9.3% | 79,816 | +10.2% | 0.06% | 0.0% |
| CRM | Buy | SALESFORCE INC | $3,987 | +9.2% | 18,873 | +3.2% | 0.06% | 0.0% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $3,987 | +8.3% | 17,003 | -3.0% | 0.06% | 0.0% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $3,998 | +7.2% | 167,999 | +8.1% | 0.06% | -1.6% |
| JNK | Buy | SPDR SER TRbloomberg high y | $3,954 | +155.9% | 42,962 | +158.1% | 0.06% | +133.3% |
| TMUS | Sell | T-MOBILE US INC | $3,905 | -10.1% | 28,112 | -6.3% | 0.06% | -17.3% |
| GILD | Buy | GILEAD SCIENCES INC | $3,922 | -2.0% | 50,890 | +5.6% | 0.06% | -10.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $3,847 | +19.8% | 10,933 | +7.3% | 0.06% | +10.9% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,838 | +34.5% | 18,934 | +24.0% | 0.06% | +24.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,806 | +55.2% | 33,410 | +33.5% | 0.06% | +42.9% |
| CAT | Buy | CATERPILLAR INC | $3,757 | +13.7% | 15,268 | +5.8% | 0.06% | +3.5% |
| ENTG | Buy | ENTEGRIS INC | $3,666 | +62.9% | 33,080 | +20.5% | 0.06% | +48.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,650 | +113.8% | 45,016 | +116.7% | 0.06% | +100.0% |
| AVSF | Buy | AMERICAN CENTY ETF TRavantis shfxdinc | $3,652 | +17.7% | 79,648 | +19.0% | 0.06% | +9.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,692 | +29.1% | 47,577 | +23.2% | 0.06% | +18.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $3,652 | +59.4% | 14,294 | +24.6% | 0.06% | +48.7% |
| NKE | Buy | NIKE INCcl b | $3,589 | -2.2% | 32,518 | +8.7% | 0.06% | -9.5% |
| EOG | Buy | EOG RES INC | $3,629 | +3.4% | 31,710 | +3.6% | 0.06% | -5.0% |
| QCOM | Sell | QUALCOMM INC | $3,597 | -9.1% | 30,216 | -2.6% | 0.06% | -16.2% |
| TXN | Buy | TEXAS INSTRS INC | $3,549 | -1.4% | 19,712 | +1.8% | 0.06% | -9.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,528 | +46.3% | 119,833 | +47.3% | 0.06% | +36.6% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,545 | -17.6% | 62,496 | -3.0% | 0.06% | -24.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $3,562 | -40.7% | 35,744 | -42.4% | 0.06% | -45.6% |
| TTD | Sell | THE TRADE DESK INC | $3,487 | +17.5% | 45,154 | -7.3% | 0.06% | +7.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,381 | +89.7% | 76,553 | +93.6% | 0.05% | +74.2% |
| SNY | Buy | SANOFIsponsored adr | $3,362 | +1.8% | 62,371 | +2.8% | 0.05% | -7.0% |
| IWC | Buy | ISHARES TRmicro-cap etf | $3,320 | +32.7% | 30,372 | +26.9% | 0.05% | +23.3% |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $3,266 | – | 105,398 | +100.0% | 0.05% | – |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $3,262 | +2.9% | 20,851 | -5.9% | 0.05% | -5.5% |
| New | DIMENSIONAL ETF TRUST | $3,245 | – | 77,752 | +100.0% | 0.05% | – | |
| AFL | Buy | AFLAC INC | $3,143 | +15.6% | 45,035 | +6.9% | 0.05% | +6.4% |
| GIS | Buy | GENERAL MLS INC | $3,147 | +34.9% | 41,032 | +50.4% | 0.05% | +25.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,181 | -18.0% | 49,737 | -11.1% | 0.05% | -25.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $3,118 | +35.9% | 15,235 | +23.8% | 0.05% | +25.6% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,062 | +18.5% | 64,565 | +19.5% | 0.05% | +9.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,057 | +7.0% | 30,289 | -1.4% | 0.05% | -2.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $3,001 | +48.4% | 69,522 | +9.0% | 0.05% | +37.1% |
| MO | Buy | ALTRIA GROUP INC | $3,032 | +13.8% | 66,938 | +12.1% | 0.05% | +4.3% |
| NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $3,038 | +1.3% | 87,685 | -0.4% | 0.05% | -7.7% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $3,054 | +1.6% | 15,970 | -2.3% | 0.05% | -7.7% |
| ITW | New | ILLINOIS TOOL WKS INC | $2,973 | – | 11,883 | +100.0% | 0.05% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,908 | +39.7% | 29,683 | +39.6% | 0.05% | +27.8% |
| EMR | Buy | EMERSON ELEC CO | $2,898 | +5.7% | 32,056 | +1.9% | 0.05% | -2.1% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $2,881 | +3.2% | 40,256 | +0.1% | 0.05% | -4.2% |
| NVS | Buy | NOVARTIS AGsponsored adr | $2,890 | +32.9% | 28,641 | +21.2% | 0.05% | +24.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,869 | +3.9% | 21,440 | +1.8% | 0.04% | -4.3% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $2,867 | -1.9% | 155,320 | +1.1% | 0.04% | -10.0% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $2,825 | -2.6% | 128,494 | -1.0% | 0.04% | -10.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,781 | +5.4% | 29,499 | +2.0% | 0.04% | -2.2% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $2,748 | +36.6% | 155,501 | +36.4% | 0.04% | +25.7% |
| PWR | Buy | QUANTA SVCS INC | $2,800 | +18.8% | 14,253 | +0.8% | 0.04% | +7.3% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $2,771 | -10.6% | 41,564 | -16.4% | 0.04% | -17.0% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $2,746 | +3.8% | 45,056 | -2.0% | 0.04% | -6.5% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $2,684 | +8.3% | 58,139 | +9.8% | 0.04% | 0.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $2,718 | +17.2% | 15,443 | +2.7% | 0.04% | +7.5% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $2,717 | +1.0% | 37,723 | -2.2% | 0.04% | -6.5% |
| IGSB | Buy | ISHARES TR | $2,712 | +4.4% | 54,049 | +5.1% | 0.04% | -4.4% |
| UL | Buy | UNILEVER PLCspon adr new | $2,732 | +3.8% | 52,402 | +3.4% | 0.04% | -4.4% |
| LOW | Sell | LOWES COS INC | $2,729 | +10.2% | 12,089 | -2.4% | 0.04% | 0.0% |
| BDX | Sell | BECTON DICKINSON & CO | $2,642 | +2.7% | 10,007 | -3.7% | 0.04% | -4.5% |
| CB | Buy | CHUBB LIMITED | $2,640 | +0.7% | 13,708 | +1.5% | 0.04% | -6.7% |
| Buy | AMERICAN CENTY ETF TRavantis us small | $2,635 | +28.9% | 57,755 | +24.6% | 0.04% | +20.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,584 | +57.0% | 24,074 | +48.0% | 0.04% | +46.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $2,611 | -11.8% | 31,013 | -4.6% | 0.04% | -19.6% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $2,584 | – | 11,755 | +100.0% | 0.04% | – |
| BAC | Sell | BANK AMERICA CORP | $2,596 | -21.6% | 90,497 | -21.8% | 0.04% | -28.1% |
| MPC | Sell | MARATHON PETE CORP | $2,582 | -17.8% | 22,145 | -5.0% | 0.04% | -24.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,581 | +1.6% | 14,817 | -3.8% | 0.04% | -6.8% |
| GPC | Buy | GENUINE PARTS CO | $2,594 | +2.7% | 15,331 | +1.6% | 0.04% | -4.7% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $2,543 | +19.6% | 19,465 | +4.3% | 0.04% | +8.1% |
| CBRE | Sell | CBRE GROUP INCcl a | $2,512 | -7.0% | 31,119 | -16.1% | 0.04% | -13.0% |
| ETN | Sell | EATON CORP PLC | $2,498 | +17.2% | 12,422 | -0.2% | 0.04% | +8.1% |
| WMB | Buy | WILLIAMS COS INC | $2,555 | +17.2% | 78,295 | +7.2% | 0.04% | +8.1% |
| VRSK | Sell | VERISK ANALYTICS INC | $2,501 | +5.7% | 11,064 | -10.3% | 0.04% | -2.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,519 | +4.8% | 14,052 | +13.5% | 0.04% | -2.4% |
| CME | Sell | CME GROUP INC | $2,522 | -3.5% | 13,610 | -0.2% | 0.04% | -11.1% |
| BILL | Buy | BILL HOLDINGS INC | $2,470 | +83.1% | 21,139 | +27.2% | 0.04% | +69.6% |
| Buy | ATLASSIAN CORPORATIONcl a | $2,441 | -1.5% | 14,544 | +0.5% | 0.04% | -9.3% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $2,443 | -6.5% | 32,213 | -8.4% | 0.04% | -13.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $2,465 | +3.2% | 58,866 | +2.2% | 0.04% | -4.9% |
| CTVA | Buy | CORTEVA INC | $2,389 | -3.6% | 41,698 | +1.4% | 0.04% | -11.6% |
| PGR | Sell | PROGRESSIVE CORP | $2,388 | -10.5% | 18,042 | -3.3% | 0.04% | -17.4% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,401 | +20.6% | 38,234 | +19.9% | 0.04% | +11.8% |
| APH | Sell | AMPHENOL CORP NEWcl a | $2,419 | -20.6% | 28,470 | -23.6% | 0.04% | -26.9% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,342 | -0.2% | 146,673 | -0.2% | 0.04% | -7.5% |
| PHM | Buy | PULTE GROUP INC | $2,329 | +45.3% | 29,986 | +9.0% | 0.04% | +32.1% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $2,332 | +10.9% | 20,624 | +2.3% | 0.04% | +2.8% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $2,320 | +17.2% | 50,013 | +12.5% | 0.04% | +8.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,316 | +5.6% | 31,747 | +0.9% | 0.04% | -2.6% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $2,344 | -1.5% | 45,650 | -0.7% | 0.04% | -9.8% |
| HEI | Sell | HEICO CORP NEW | $2,330 | -8.0% | 13,169 | -11.1% | 0.04% | -15.9% |
| FTV | Buy | FORTIVE CORP | $2,300 | +32.6% | 30,760 | +20.9% | 0.04% | +20.0% |
| WFC | Buy | WELLS FARGO CO NEW | $2,283 | +44.8% | 53,500 | +26.8% | 0.04% | +33.3% |
| IEUR | Buy | ISHARES TRcore msci euro | $2,286 | +242.2% | 43,445 | +240.7% | 0.04% | +227.3% |
| EXAS | Sell | EXACT SCIENCES CORP | $2,279 | +30.5% | 24,266 | -5.7% | 0.04% | +20.0% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $2,303 | +2.7% | 40,088 | -3.5% | 0.04% | -7.7% |
| INTC | Sell | INTEL CORP | $2,298 | -13.4% | 68,734 | -15.4% | 0.04% | -21.7% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $2,190 | -3.8% | 47,542 | -3.0% | 0.04% | -10.3% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $2,205 | +12.3% | 22,822 | +5.8% | 0.04% | +2.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,229 | +6.9% | 24,268 | +9.2% | 0.04% | -2.8% |
| ORCL | Buy | ORACLE CORP | $2,189 | +104.8% | 18,377 | +59.8% | 0.04% | +94.4% |
| New | CANADIAN PACIFIC KANSAS CITY | $2,212 | – | 27,350 | +100.0% | 0.04% | – | |
| New | GENERAL ELECTRIC CO | $2,209 | – | 20,105 | +100.0% | 0.04% | – | |
| DXCM | Sell | DEXCOM INC | $2,174 | +8.8% | 16,915 | -1.7% | 0.03% | 0.0% |
| BCE | Sell | BCE INC | $2,143 | -1.6% | 47,001 | -3.3% | 0.03% | -8.1% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,130 | -2.6% | 80,891 | +1.7% | 0.03% | -10.5% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,128 | +14.2% | 38,826 | +9.8% | 0.03% | +6.2% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $2,142 | -83.6% | 22,176 | -83.2% | 0.03% | -84.9% |
| MET | Sell | METLIFE INC | $2,139 | -18.6% | 37,836 | -16.6% | 0.03% | -24.4% |
| SAP | Buy | SAP SEspon adr | $2,160 | +18.1% | 15,786 | +9.2% | 0.03% | +9.7% |
| IGRO | Buy | ISHARES TRintl div grwth | $2,172 | +23.6% | 35,028 | +20.9% | 0.03% | +13.3% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,136 | +41.2% | 37,103 | +34.7% | 0.03% | +30.8% |
| FISV | New | FISERV INC | $2,124 | – | 16,836 | +100.0% | 0.03% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,115 | -2.0% | 12,452 | -13.7% | 0.03% | -10.8% |
| MS | Buy | MORGAN STANLEY | $2,058 | +8.4% | 24,096 | +11.5% | 0.03% | 0.0% |
| C | Buy | CITIGROUP INC | $2,065 | +40.8% | 44,861 | +43.4% | 0.03% | +32.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,088 | +10.2% | 38,373 | +8.3% | 0.03% | 0.0% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $2,053 | -27.8% | 168,129 | -30.5% | 0.03% | -32.7% |
| ARES | Sell | ARES MANAGEMENT CORPORATION | $2,080 | +6.0% | 21,591 | -8.2% | 0.03% | -2.9% |
| CSX | Buy | CSX CORP | $2,011 | +68.4% | 58,966 | +47.9% | 0.03% | +52.4% |
| FEZ | Sell | SPDR INDEX SHS FDSeuro stoxx 50 | $2,027 | -51.0% | 44,075 | -52.1% | 0.03% | -54.9% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $2,028 | +27.9% | 64,529 | +15.4% | 0.03% | +18.5% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $1,998 | -4.3% | 13,997 | -1.8% | 0.03% | -11.1% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,021 | +0.3% | 59,954 | -4.3% | 0.03% | -8.6% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,939 | +14.4% | 10,312 | +1.3% | 0.03% | +6.9% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $1,989 | +7.3% | 40,403 | +6.4% | 0.03% | -3.1% |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,974 | – | 17,403 | +100.0% | 0.03% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,944 | +11.6% | 13,238 | +4.3% | 0.03% | +3.3% |
| IBTH | Buy | ISHARES TRibonds 27 trm ts | $1,977 | +14.0% | 89,254 | +16.6% | 0.03% | +3.3% |
| AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDEND | $1,974 | -2.6% | 238,998 | -4.7% | 0.03% | -11.4% |
| CINF | Sell | CINCINNATI FINL CORP | $1,975 | -16.5% | 20,294 | -3.8% | 0.03% | -24.4% |
| BP | Buy | BP PLCsponsored adr | $1,951 | +13.3% | 55,284 | +21.8% | 0.03% | +3.3% |
| ECL | New | ECOLAB INC | $1,962 | – | 10,508 | +100.0% | 0.03% | – |
| Buy | SHELL PLCspon ads | $1,947 | +12.9% | 32,246 | +7.6% | 0.03% | +3.3% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,912 | +3.1% | 29,374 | -8.2% | 0.03% | -6.2% |
| GM | Buy | GENERAL MTRS CO | $1,915 | +17.6% | 49,675 | +11.9% | 0.03% | +7.1% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,925 | -8.6% | 33,392 | -6.4% | 0.03% | -16.7% |
| BX | Sell | BLACKSTONE INC | $1,863 | -28.4% | 20,034 | -32.4% | 0.03% | -33.3% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $1,872 | +1.0% | 166,072 | +3.3% | 0.03% | -6.2% |
| MAS | Buy | MASCO CORP | $1,893 | +16.1% | 32,987 | +0.6% | 0.03% | +7.1% |
| F | Buy | FORD MTR CO DEL | $1,873 | +36.3% | 123,812 | +13.5% | 0.03% | +25.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,868 | -22.9% | 23,015 | -21.3% | 0.03% | -28.6% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $1,910 | +12.1% | 49,506 | +8.2% | 0.03% | +3.4% |
| DBEF | New | DBX ETF TRxtrack msci eafe | $1,833 | – | 51,831 | +100.0% | 0.03% | – |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,803 | +25.2% | 11,863 | +8.8% | 0.03% | +16.0% |
| GDV | New | GABELLI DIVID & INCOME TR | $1,816 | – | 85,961 | +100.0% | 0.03% | – |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,841 | +23.3% | 16,764 | +19.3% | 0.03% | +11.5% |
| NNN | Sell | NNN REIT INC | $1,820 | -5.1% | 42,522 | -2.0% | 0.03% | -12.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,816 | +13.6% | 15,753 | +15.9% | 0.03% | +7.4% |
| ANET | New | ARISTA NETWORKS INC | $1,857 | – | 11,458 | +100.0% | 0.03% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,847 | +13.7% | 28,301 | +6.1% | 0.03% | +3.6% |
| LEN | Buy | LENNAR CORPcl a | $1,806 | +33.3% | 14,412 | +11.8% | 0.03% | +26.1% |
| HST | Buy | HOST HOTELS & RESORTS INC | $1,831 | +54.5% | 108,772 | +51.3% | 0.03% | +45.0% |
| SHOP | Sell | SHOPIFY INCcl a | $1,757 | +27.4% | 27,195 | -5.4% | 0.03% | +16.7% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,777 | -7.5% | 39,217 | -7.7% | 0.03% | -15.2% |
| PCAR | Buy | PACCAR INC | $1,782 | +25.1% | 21,304 | +9.4% | 0.03% | +12.0% |
| APTV | Buy | APTIV PLC | $1,747 | +11.6% | 17,111 | +22.7% | 0.03% | +3.7% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,740 | +19.5% | 15,594 | -0.7% | 0.03% | +12.0% |
| DRI | New | DARDEN RESTAURANTS INC | $1,789 | – | 10,709 | +100.0% | 0.03% | – |
| CVS | Buy | CVS HEALTH CORP | $1,767 | -1.3% | 25,558 | +6.1% | 0.03% | -9.7% |
| EPI | Buy | WISDOMTREE TRindia erngs fd | $1,769 | +31.1% | 50,827 | +18.8% | 0.03% | +21.7% |
| ON | Sell | ON SEMICONDUCTOR CORP | $1,770 | +10.6% | 18,718 | -3.8% | 0.03% | 0.0% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $1,780 | +5.5% | 12,832 | +1.0% | 0.03% | -3.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $1,719 | +11.7% | 14,887 | +8.3% | 0.03% | +3.8% |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,698 | – | 15,372 | +100.0% | 0.03% | – |
| D | Sell | DOMINION ENERGY INC | $1,687 | -8.0% | 32,581 | -0.6% | 0.03% | -15.6% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $1,714 | +13.4% | 41,722 | +13.6% | 0.03% | +3.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,641 | +69.7% | 32,283 | +68.3% | 0.03% | +52.9% |
| ARCC | Buy | ARES CAPITAL CORP | $1,623 | +4.2% | 86,386 | +1.3% | 0.03% | -3.7% |
| ETR | Sell | ENTERGY CORP NEW | $1,670 | -11.1% | 17,152 | -1.6% | 0.03% | -18.8% |
| DJD | Sell | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $1,624 | -40.7% | 38,062 | -40.5% | 0.03% | -44.7% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $1,626 | +130.0% | 27,198 | +66.5% | 0.03% | +116.7% |
| ROST | Buy | ROSS STORES INC | $1,620 | +8.9% | 14,451 | +3.1% | 0.03% | 0.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,672 | +45.4% | 58,169 | +28.9% | 0.03% | +30.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,639 | -32.7% | 24,564 | -23.4% | 0.03% | -38.1% |
| SO | Sell | SOUTHERN CO | $1,657 | +0.3% | 23,583 | -0.7% | 0.03% | -7.1% |
| HOLX | Buy | HOLOGIC INC | $1,626 | +23.9% | 20,076 | +23.5% | 0.03% | +13.0% |
| TGT | Buy | TARGET CORP | $1,671 | -4.0% | 12,668 | +20.5% | 0.03% | -13.3% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,662 | +67.4% | 34,866 | +68.2% | 0.03% | +52.9% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,612 | -9.4% | 50,671 | +2.7% | 0.03% | -16.1% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $1,658 | -3.4% | 10,920 | -4.0% | 0.03% | -13.3% |
| CPRT | Sell | COPART INC | $1,651 | +13.2% | 18,099 | -6.6% | 0.03% | +4.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $1,659 | +51.4% | 18,513 | +41.5% | 0.03% | +36.8% |
| RJF | Buy | RAYMOND JAMES FINL INC | $1,549 | +14.9% | 14,925 | +3.3% | 0.02% | +8.7% |
| FITB | Buy | FIFTH THIRD BANCORP | $1,547 | +4.1% | 59,042 | +5.9% | 0.02% | -7.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,525 | +4.5% | 16,866 | +10.6% | 0.02% | -4.0% |
| NET | Buy | CLOUDFLARE INC | $1,534 | +16.2% | 23,460 | +9.6% | 0.02% | +4.3% |
| FM | Buy | ISHARES INCfrontier and sel | $1,489 | +18.2% | 57,552 | +16.9% | 0.02% | +9.1% |
| CNI | Sell | CANADIAN NATL RY CO | $1,529 | -7.4% | 12,633 | -9.8% | 0.02% | -14.3% |
| ITA | Sell | ISHARES TRus aer def etf | $1,527 | 0.0% | 13,091 | -1.4% | 0.02% | -7.7% |
| VLO | Sell | VALERO ENERGY CORP | $1,546 | -17.6% | 13,181 | -1.9% | 0.02% | -25.0% |
| KR | Sell | KROGER CO | $1,487 | -6.7% | 31,628 | -2.0% | 0.02% | -11.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,501 | -2.7% | 11,914 | -1.8% | 0.02% | -11.1% |
| ALC | Sell | ALCON AG | $1,508 | -10.0% | 18,201 | -23.0% | 0.02% | -17.2% |
| IBN | Sell | ICICI BANK LIMITEDadr | $1,484 | -0.9% | 64,299 | -7.4% | 0.02% | -11.5% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $1,433 | +15.9% | 131,082 | +17.9% | 0.02% | +9.5% |
| SLB | Buy | SCHLUMBERGER LTD | $1,459 | +48.3% | 29,702 | +48.2% | 0.02% | +35.3% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $1,462 | +12.1% | 125,364 | +14.9% | 0.02% | +4.5% |
| ABNB | Sell | AIRBNB INC | $1,455 | +2.5% | 11,355 | -0.5% | 0.02% | -4.2% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,474 | -2.3% | 34,130 | -7.9% | 0.02% | -11.5% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,448 | – | 19,288 | +100.0% | 0.02% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,434 | +64.4% | 35,759 | +64.7% | 0.02% | +53.3% |
| REM | Sell | ISHARES TRmortge rel etf | $1,470 | -7.2% | 62,309 | -14.1% | 0.02% | -14.8% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,460 | +78.3% | 21,889 | +77.5% | 0.02% | +64.3% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $1,430 | +33.0% | 13,753 | +25.7% | 0.02% | +27.8% |
| Buy | GSK PLCsponsored adr | $1,440 | +13.7% | 40,398 | +13.4% | 0.02% | +4.5% | |
| BOE | Sell | BLACKROCK ENHANCED GLOBAL DI | $1,446 | -4.8% | 143,612 | -6.1% | 0.02% | -11.5% |
| SON | Sell | SONOCO PRODS CO | $1,425 | -4.6% | 24,137 | -1.4% | 0.02% | -11.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,447 | -17.9% | 17,314 | -18.5% | 0.02% | -23.3% |
| AIG | Buy | AMERICAN INTL GROUP INC | $1,478 | +51.7% | 25,690 | +32.8% | 0.02% | +35.3% |
| LW | Buy | LAMB WESTON HLDGS INC | $1,482 | +31.6% | 12,895 | +19.7% | 0.02% | +21.1% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,427 | +26.2% | 63,303 | +25.8% | 0.02% | +21.1% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $1,473 | +32.5% | 19,678 | +20.1% | 0.02% | +21.1% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $1,459 | +9.0% | 23,459 | -2.3% | 0.02% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $1,478 | +16.9% | 25,055 | +18.0% | 0.02% | +4.5% |
| ES | Sell | EVERSOURCE ENERGY | $1,381 | -11.4% | 19,479 | -2.2% | 0.02% | -18.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,363 | +40.4% | 24,056 | +29.8% | 0.02% | +29.4% |
| SQ | Buy | BLOCK INCcl a | $1,390 | +21.9% | 20,881 | +25.8% | 0.02% | +10.0% |
| FPF | Buy | FIRST TR INTER DURATN PFD & | $1,411 | +2.4% | 90,996 | +4.2% | 0.02% | -8.3% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $1,334 | +34.7% | 14,987 | +27.8% | 0.02% | +23.5% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,295 | -27.0% | 61,567 | -27.9% | 0.02% | -32.3% |
| FAST | Buy | FASTENAL CO | $1,346 | +11.1% | 22,818 | +1.6% | 0.02% | 0.0% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $1,356 | -0.3% | 128,333 | +1.9% | 0.02% | -8.7% |
| TIP | Buy | ISHARES TRtips bd etf | $1,310 | +5.0% | 12,175 | +7.6% | 0.02% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,354 | +9.2% | 28,426 | +10.7% | 0.02% | 0.0% | |
| BIF | Sell | SRH TOTAL RETURN FUND INC | $1,297 | -7.4% | 97,703 | -14.4% | 0.02% | -12.5% |
| Buy | FIRST TR EXCHANGE-TRADED FDlimited duration | $1,328 | +57.5% | 71,297 | +59.3% | 0.02% | +50.0% | |
| GAM | Sell | GENERAL AMERN INVS CO INC | $1,244 | -17.4% | 29,814 | -23.0% | 0.02% | -23.1% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,260 | -12.0% | 16,678 | -7.3% | 0.02% | -20.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,269 | +23.8% | 20,109 | +18.4% | 0.02% | +11.1% |
| AXTA | Buy | AXALTA COATING SYS LTD | $1,255 | +27.3% | 38,239 | +17.5% | 0.02% | +17.6% |
| VOYA | Sell | VOYA FINANCIAL INC | $1,255 | -9.8% | 17,499 | -10.2% | 0.02% | -16.7% |
| KIO | Buy | KKR INCOME OPPORTUNITIES FD | $1,260 | +12.3% | 108,513 | +6.2% | 0.02% | +5.3% |
| HXL | Sell | HEXCEL CORP NEW | $1,291 | -0.3% | 16,980 | -10.5% | 0.02% | -9.1% |
| New | RB GLOBAL INC | $1,233 | – | 20,555 | +100.0% | 0.02% | – | |
| VVR | Buy | INVESCO SR INCOME TR | $1,292 | +12.9% | 335,692 | +8.0% | 0.02% | 0.0% |
| SEE | Buy | SEALED AIR CORP NEW | $1,169 | -9.5% | 29,221 | +3.9% | 0.02% | -13.6% |
| TFC | Buy | TRUIST FINL CORP | $1,172 | -3.8% | 38,619 | +8.1% | 0.02% | -9.5% |
| BGY | Sell | BLACKROCK ENHANCED INTL DIV | $1,215 | -8.0% | 223,320 | -8.7% | 0.02% | -17.4% |
| PNR | Buy | PENTAIR PLC | $1,186 | +45.2% | 18,358 | +24.1% | 0.02% | +35.7% |
| COG | Buy | COTERRA ENERGY INC | $1,223 | +19.0% | 48,330 | +15.4% | 0.02% | +5.6% |
| OXY | Buy | OCCIDENTAL PETE CORP | $1,218 | +9.0% | 20,719 | +15.8% | 0.02% | 0.0% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,215 | +9.5% | 54,044 | +9.3% | 0.02% | 0.0% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,207 | +90.1% | 30,457 | +63.8% | 0.02% | +72.7% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,224 | +15.8% | 30,599 | +18.4% | 0.02% | +5.6% |
| FTNT | Sell | FORTINET INC | $1,212 | -4.0% | 16,035 | -15.6% | 0.02% | -13.6% |
| NCZ | Buy | VIRTUS CONVERTIBLE & INC FD | $1,202 | +4.6% | 386,527 | +0.9% | 0.02% | -5.0% |
| EQT | Buy | EQT CORP | $1,213 | +34.8% | 29,495 | +4.5% | 0.02% | +26.7% |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $1,200 | +5.2% | 444,354 | +3.6% | 0.02% | -5.0% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $1,158 | +22.7% | 11,775 | +9.1% | 0.02% | +12.5% |
| FLEX | Buy | FLEX LTDord | $1,111 | +27.1% | 40,179 | +5.8% | 0.02% | +20.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $1,162 | +7.0% | 17,058 | -5.4% | 0.02% | -5.3% |
| CIEN | Buy | CIENA CORP | $1,109 | -18.8% | 26,100 | +0.4% | 0.02% | -21.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,137 | -0.1% | 13,490 | +1.5% | 0.02% | -10.0% |
| CFG | Sell | CITIZENS FINL GROUP INC | $1,125 | -42.9% | 43,137 | -33.5% | 0.02% | -47.1% |
| CRH | Sell | CRH PLCadr | $1,165 | +8.8% | 20,896 | -0.7% | 0.02% | 0.0% |
| DIAX | New | NUVEEN DOW 30 DYNMC OVERWRT | $1,143 | – | 80,979 | +100.0% | 0.02% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,113 | +21.6% | 14,716 | +16.0% | 0.02% | +12.5% |
| SYY | Buy | SYSCO CORP | $1,165 | +19.5% | 15,701 | +24.4% | 0.02% | +5.9% |
| DDOG | New | DATADOG INC | $1,108 | – | 11,264 | +100.0% | 0.02% | – |
| NCV | Buy | VIRTUS CONVERTIBLE & INCOME | $1,111 | +4.8% | 319,286 | +1.2% | 0.02% | 0.0% |
| HFRO | Buy | HIGHLAND OPPORTUNITIES | $1,078 | +12.9% | 119,404 | +9.9% | 0.02% | +6.2% |
| PHK | Buy | PIMCO HIGH INCOME FD | $1,087 | +8.2% | 217,418 | +3.2% | 0.02% | 0.0% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $1,097 | -27.0% | 33,028 | -22.8% | 0.02% | -34.6% |
| IGD | Sell | VOYA GLBL EQTY DIV & PREM OP | $1,059 | -4.1% | 205,979 | -4.8% | 0.02% | -10.5% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $1,074 | -0.6% | 22,443 | -2.6% | 0.02% | -10.5% |
| AGR | Buy | AVANGRID INC | $1,071 | -4.1% | 28,411 | +1.4% | 0.02% | -10.5% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $1,070 | -1.8% | 135,554 | +1.9% | 0.02% | -10.5% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,044 | +6.9% | 44,125 | +7.5% | 0.02% | 0.0% | |
| SCHQ | New | SCHWAB STRATEGIC TRlong term us | $1,087 | – | 29,963 | +100.0% | 0.02% | – |
| JRO | Buy | NUVEEN FLOATING RATE INCOME | $1,006 | -2.3% | 129,029 | +0.5% | 0.02% | -11.1% |
| EAD | Buy | ALLSPRING INCOME OPPORTUNITinc oppty fd | $988 | +3.0% | 153,157 | +1.1% | 0.02% | 0.0% |
| DD | New | DUPONT DE NEMOURS INC | $989 | – | 13,844 | +100.0% | 0.02% | – |
| EFT | Sell | EATON VANCE FLTING RATE INC | $1,038 | -2.7% | 88,882 | -4.1% | 0.02% | -11.1% |
| SF | Buy | STIFEL FINL CORP | $1,028 | +9.1% | 17,222 | +8.0% | 0.02% | 0.0% |
| USIG | Buy | ISHARES TRusd inv grde etf | $993 | +1.1% | 19,834 | +2.3% | 0.02% | -5.9% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $982 | -18.8% | 10,058 | -17.5% | 0.02% | -23.8% |
| OPP | Buy | RIVERNORTH DOUBLELINE STRATE | $1,041 | +0.2% | 121,884 | +0.4% | 0.02% | -11.1% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $1,003 | -11.2% | 16,811 | -5.6% | 0.02% | -15.8% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $1,010 | +8.5% | 21,650 | +6.1% | 0.02% | 0.0% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $986 | +57.3% | 128,378 | +44.4% | 0.02% | +45.5% |
| NVT | Buy | NVENT ELECTRIC PLC | $983 | +30.0% | 19,028 | +8.1% | 0.02% | +23.1% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $1,028 | +1.5% | 14,349 | -3.1% | 0.02% | -5.9% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $1,010 | +12.2% | 14,690 | +7.9% | 0.02% | +6.7% |
| EFR | Sell | EATON VANCE SR FLTNG RTE TR | $1,039 | -0.7% | 88,445 | -4.2% | 0.02% | -11.1% |
| WELL | Buy | WELLTOWER INC | $954 | +17.6% | 11,792 | +4.2% | 0.02% | +7.1% |
| UBS | Buy | UBS GROUP AG | $945 | +10.7% | 46,623 | +16.5% | 0.02% | 0.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $952 | +20.1% | 18,185 | +10.9% | 0.02% | +7.1% |
| THC | Buy | TENET HEALTHCARE CORP | $937 | +54.6% | 11,509 | +12.8% | 0.02% | +50.0% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $942 | – | 19,603 | +100.0% | 0.02% | – |
| BKI | Buy | BLACK KNIGHT INC | $940 | +30.4% | 15,733 | +25.6% | 0.02% | +25.0% |
| FE | Sell | FIRSTENERGY CORP | $976 | -22.5% | 25,115 | -20.2% | 0.02% | -31.8% |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $976 | – | 21,012 | +100.0% | 0.02% | – |
| COLD | Buy | AMERICOLD REALTY TRUST INC | $927 | +28.0% | 28,705 | +12.8% | 0.02% | +25.0% |
| Buy | AMERICAN CENTY ETF TRreal estate etf | $972 | +22.9% | 23,744 | +24.5% | 0.02% | +7.1% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $925 | +23.3% | 27,600 | +10.8% | 0.02% | +15.4% |
| EIM | Sell | EATON VANCE MUN BD FD | $955 | -5.5% | 96,027 | -1.2% | 0.02% | -11.8% |
| MYD | Sell | BLACKROCK MUNIYIELD FD INC | $961 | -5.1% | 92,081 | -2.3% | 0.02% | -11.8% |
| PMX | Buy | PIMCO MUN INCOME FD III | $920 | -0.3% | 114,281 | +2.9% | 0.02% | -6.2% |
| MHD | Sell | BLACKROCK MUNIHOLDINGS FD IN | $920 | -7.8% | 79,118 | -4.5% | 0.02% | -11.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $954 | -8.9% | 20,444 | -8.0% | 0.02% | -16.7% |
| ROL | Sell | ROLLINS INC | $923 | +9.2% | 21,554 | -4.3% | 0.02% | 0.0% |
| BLE | Sell | BLACKROCK MUNI INCOME TR II | $948 | -6.8% | 91,088 | -3.9% | 0.02% | -11.8% |
| ENSG | Sell | ENSIGN GROUP INC | $976 | -1.6% | 10,227 | -1.5% | 0.02% | -11.8% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $950 | +11.2% | 14,110 | +12.3% | 0.02% | 0.0% |
| BFK | Sell | BLACKROCK MUN INCOME TRsh ben int | $961 | -6.5% | 96,642 | -4.0% | 0.02% | -16.7% |
| TMDX | Buy | TRANSMEDICS GROUP INC | $948 | +18.8% | 11,287 | +7.1% | 0.02% | +7.1% |
| MMU | Sell | WESTERN ASSET MANAGED MUNS F | $936 | -7.7% | 94,259 | -4.4% | 0.02% | -11.8% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $917 | +8.9% | 13,159 | +4.2% | 0.02% | +7.1% |
| LEMB | Buy | ISHARES INCjp morgan em etf | $936 | +9.0% | 25,285 | +6.1% | 0.02% | 0.0% |
| DOW | Buy | DOW INC | $937 | +8.4% | 17,599 | +11.7% | 0.02% | 0.0% |
| FOXA | Sell | FOX CORP | $939 | -0.6% | 27,617 | -0.5% | 0.02% | -6.2% |
| HPQ | Buy | HP INC | $866 | +106.7% | 28,191 | +97.3% | 0.01% | +100.0% |
| BJ | Sell | BJS WHSL CLUB HLDGS INC | $859 | -19.0% | 13,636 | -2.1% | 0.01% | -22.2% |
| DHY | Sell | CREDIT SUISSE HIGH YIELD BDsh ben int | $879 | -3.9% | 465,310 | -3.9% | 0.01% | -12.5% |
| TECH | Buy | BIO-TECHNE CORP | $884 | +18.7% | 10,835 | +8.0% | 0.01% | +7.7% |
| KHC | Buy | KRAFT HEINZ CO | $856 | +54.0% | 24,122 | +67.9% | 0.01% | +40.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $913 | +31.0% | 18,374 | +20.6% | 0.01% | +16.7% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $856 | +25.9% | 15,597 | +1.4% | 0.01% | +16.7% |
| SJNK | New | SPDR SER TRbloomberg sht te | $913 | – | 36,949 | +100.0% | 0.01% | – |
| NSL | Sell | NUVEEN SR INCOME FD | $889 | -1.6% | 194,094 | -0.9% | 0.01% | -12.5% |
| BGH | Sell | BARINGS GLOBAL SHORT DURATIO | $913 | -2.9% | 70,053 | -3.8% | 0.01% | -12.5% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OP | $880 | +0.3% | 232,897 | +1.2% | 0.01% | -6.7% |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $867 | +0.3% | 59,747 | -2.0% | 0.01% | -6.7% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $885 | -1.8% | 20,160 | -0.6% | 0.01% | -6.7% |
| EXC | Sell | EXELON CORP | $905 | -6.2% | 22,212 | -3.5% | 0.01% | -17.6% |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $912 | – | 10,148 | +100.0% | 0.01% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $915 | +19.9% | 32,111 | +45.5% | 0.01% | +7.7% |
| LEO | Sell | BNY MELLON STRATEGIC MUNS IN | $905 | -4.3% | 145,561 | -4.0% | 0.01% | -12.5% |
| DHF | Sell | BNY MELLON HIGH YIELD STRATEsh ben int | $902 | -0.7% | 406,097 | -2.9% | 0.01% | -12.5% |
| PHT | Sell | PIONEER HIGH INCOME FUND INC | $876 | -0.9% | 130,320 | -2.3% | 0.01% | -6.7% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $853 | +29.6% | 38,352 | +29.1% | 0.01% | +27.3% |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOM | $900 | -8.3% | 105,522 | -4.4% | 0.01% | -17.6% |
| EVN | Sell | EATON VANCE MUNI INCOME TRUSsh ben int | $874 | -5.0% | 87,795 | -3.3% | 0.01% | -12.5% |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $791 | -2.8% | 17,412 | -1.6% | 0.01% | -7.1% |
| DSM | Sell | BNY MELLON STRATEGIC MUN BD | $817 | -8.9% | 143,406 | -3.9% | 0.01% | -13.3% |
| SU | Sell | SUNCOR ENERGY INC NEW | $828 | -5.7% | 28,229 | -0.1% | 0.01% | -13.3% |
| BBCP | Sell | CONCRETE PUMPING HLDGS INC | $831 | -24.8% | 103,440 | -36.4% | 0.01% | -31.6% |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $844 | -5.2% | 125,379 | -2.5% | 0.01% | -13.3% |
| MAV | Sell | PIONEER MUNICIPAL HIGH INCOM | $852 | -8.4% | 107,883 | -4.5% | 0.01% | -18.8% |
| PLNT | Sell | PLANET FITNESS INCcl a | $843 | -19.3% | 12,494 | -7.2% | 0.01% | -27.8% |
| HAL | Buy | HALLIBURTON CO | $817 | +71.3% | 24,770 | +64.3% | 0.01% | +62.5% |
| GDDY | Sell | GODADDY INCcl a | $832 | -6.2% | 11,079 | -3.0% | 0.01% | -13.3% |
| O | Buy | REALTY INCOME CORP | $807 | +6.0% | 13,491 | +12.3% | 0.01% | 0.0% |
| KTF | Sell | DWS MUN INCOME TR | $843 | -7.0% | 97,936 | -3.8% | 0.01% | -18.8% |
| New | VANECK ETF TRUSTgreen metals etf | $842 | – | 31,112 | +100.0% | 0.01% | – | |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $826 | +51.3% | 22,948 | +46.9% | 0.01% | +44.4% |
| CHX | Buy | CHAMPIONX CORPORATION | $796 | +22.8% | 25,637 | +7.3% | 0.01% | +18.2% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG PL | $817 | -0.7% | 18,154 | +10.3% | 0.01% | -7.1% |
| USHY | Buy | ISHARES TRbroad usd high | $797 | +39.1% | 22,591 | +40.1% | 0.01% | +30.0% |
| DMO | Sell | WESTERN ASSET MTG DEFINED OP | $827 | +0.9% | 78,198 | -0.3% | 0.01% | -7.1% |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $773 | – | 15,254 | +100.0% | 0.01% | – |
| AGD | Sell | ABRDN GLOBAL DYNAMIC DIVIDEN | $734 | -6.7% | 76,962 | -8.8% | 0.01% | -14.3% |
| AVTR | Buy | AVANTOR INC | $745 | +5.1% | 36,279 | +8.2% | 0.01% | 0.0% |
| KSM | Sell | DWS STRATEGIC MUN INCOME TR | $732 | -9.0% | 86,245 | -9.0% | 0.01% | -14.3% |
| DT | Buy | DYNATRACE INC | $775 | +32.9% | 15,067 | +9.4% | 0.01% | +20.0% |
| ENB | Sell | ENBRIDGE INC | $748 | -9.9% | 20,102 | -7.8% | 0.01% | -14.3% |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $766 | – | 13,063 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TRrus mid cap etf | $770 | – | 10,543 | +100.0% | 0.01% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $778 | +13.1% | 45,180 | +15.0% | 0.01% | 0.0% |
| LKQ | Sell | LKQ CORP | $783 | -24.9% | 13,432 | -26.8% | 0.01% | -33.3% |
| LVS | Buy | LAS VEGAS SANDS CORP | $748 | +9.8% | 12,904 | +8.9% | 0.01% | 0.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $750 | +107.8% | 48,893 | +14.6% | 0.01% | +100.0% |
| RELX | Sell | RELX PLCsponsored adr | $763 | +2.4% | 22,826 | -0.6% | 0.01% | -7.7% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $783 | -5.8% | 12,265 | +1.2% | 0.01% | -14.3% |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $741 | +113.5% | 22,977 | +84.7% | 0.01% | +100.0% |
| SOR | Sell | SOURCE CAP INC | $749 | -7.5% | 19,536 | -8.9% | 0.01% | -14.3% |
| EMF | Sell | TEMPLETON EMERGING MKTS FD | $760 | -5.1% | 64,181 | -6.2% | 0.01% | -14.3% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $698 | -16.0% | 13,973 | -10.1% | 0.01% | -21.4% |
| IBTK | Buy | ISHARES TRibond dec 2030 | $685 | +92.4% | 34,884 | +97.6% | 0.01% | +83.3% |
| SBI | Sell | WESTERN ASSET INTER MUNI FD | $706 | -9.9% | 92,680 | -6.5% | 0.01% | -15.4% |
| CGNX | Buy | COGNEX CORP | $702 | +16.4% | 12,523 | +2.9% | 0.01% | +10.0% |
| IRM | Buy | IRON MTN INC DEL | $713 | +13.0% | 12,545 | +5.2% | 0.01% | 0.0% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $693 | +46.5% | 29,957 | +49.1% | 0.01% | +37.5% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $698 | -2.6% | 64,742 | +1.1% | 0.01% | -8.3% |
| JPHY | New | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $713 | – | 15,981 | +100.0% | 0.01% | – |
| AL | Buy | AIR LEASE CORPcl a | $724 | +35.3% | 17,299 | +27.2% | 0.01% | +22.2% |
| Buy | HALEON PLCspon ads | $683 | +55.2% | 81,449 | +50.8% | 0.01% | +37.5% | |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $682 | +21.6% | 21,574 | +11.1% | 0.01% | +10.0% |
| GDL | Sell | GDL FD | $719 | -8.1% | 91,660 | -8.1% | 0.01% | -15.4% |
| REG | Sell | REGENCY CTRS CORP | $682 | -2.4% | 11,038 | -3.4% | 0.01% | -8.3% |
| MFM | Sell | MFS MUN INCOME TRsh ben int | $720 | -12.9% | 141,273 | -8.8% | 0.01% | -21.4% |
| BEN | Buy | FRANKLIN RESOURCES INC | $664 | +41.3% | 24,865 | +42.4% | 0.01% | +37.5% |
| BRKS | Buy | AZENTA INC | $717 | +9.1% | 15,357 | +4.3% | 0.01% | 0.0% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $709 | +26.4% | 13,803 | +24.8% | 0.01% | +10.0% |
| MSD | Sell | MORGAN STANLEY EMKT DBT FD I | $712 | -7.9% | 110,606 | -7.8% | 0.01% | -15.4% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $665 | +8.8% | 11,347 | +12.9% | 0.01% | 0.0% |
| IGIB | Buy | ISHARES TR | $701 | +2.2% | 13,868 | +3.7% | 0.01% | -8.3% |
| ESI | Buy | ELEMENT SOLUTIONS INC | $713 | +3.0% | 37,120 | +3.6% | 0.01% | -8.3% |
| VLT | Sell | INVESCO HIGH INCOME TR II | $719 | -4.8% | 68,446 | -4.8% | 0.01% | -15.4% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $652 | +4.7% | 14,345 | +3.9% | 0.01% | -9.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $637 | +5.3% | 16,108 | +5.1% | 0.01% | 0.0% |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $620 | – | 10,286 | +100.0% | 0.01% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $629 | – | 10,027 | +100.0% | 0.01% | – |
| DV | Sell | DOUBLEVERIFY HLDGS INC | $616 | +22.7% | 15,837 | -4.9% | 0.01% | +11.1% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $603 | -16.7% | 12,232 | -14.8% | 0.01% | -16.7% |
| NI | Buy | NISOURCE INC | $625 | +121.6% | 22,835 | +126.8% | 0.01% | +100.0% |
| FHN | Sell | FIRST HORIZON CORPORATION | $622 | -50.1% | 55,224 | -21.2% | 0.01% | -52.4% |
| FMF | New | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $633 | – | 13,245 | +100.0% | 0.01% | – |
| VTR | Buy | VENTAS INC | $612 | +36.3% | 12,939 | +25.0% | 0.01% | +25.0% |
| UNM | New | UNUM GROUP | $626 | – | 13,122 | +100.0% | 0.01% | – |
| HMC | Buy | HONDA MOTOR LTD | $628 | +31.7% | 20,717 | +14.9% | 0.01% | +25.0% |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $631 | – | 10,763 | +100.0% | 0.01% | – |
| XMPT | Buy | VANECK ETF TRUST | $629 | +31.9% | 29,739 | +35.4% | 0.01% | +25.0% |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $651 | +10.7% | 28,744 | +12.8% | 0.01% | 0.0% |
| ING | Buy | ING GROEP N.V.sponsored adr | $637 | +55.0% | 47,314 | +36.7% | 0.01% | +42.9% |
| EMGF | Buy | ISHARES INCemng mkts eqt | $603 | +31.4% | 14,512 | +31.4% | 0.01% | +25.0% |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $555 | – | 10,799 | +100.0% | 0.01% | – |
| TSN | Sell | TYSON FOODS INCcl a | $548 | -48.9% | 10,734 | -40.6% | 0.01% | -50.0% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $544 | +2.6% | 15,754 | -0.5% | 0.01% | 0.0% | |
| INVH | Buy | INVITATION HOMES INC | $597 | +22.1% | 17,360 | +10.9% | 0.01% | +12.5% |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $598 | +82.3% | 21,236 | +92.3% | 0.01% | +50.0% |
| E | Sell | ENI S P Asponsored adr | $584 | -8.9% | 20,273 | -11.5% | 0.01% | -18.2% |
| Z | Sell | ZILLOW GROUP INCcl c cap stk | $581 | +13.0% | 11,564 | -0.0% | 0.01% | 0.0% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $595 | +5.5% | 36,049 | -2.9% | 0.01% | -10.0% |
| RTOKY | Buy | RENTOKIL INITIAL PLCsponsored adr | $573 | +23.2% | 14,685 | +15.3% | 0.01% | +12.5% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $590 | +1.4% | 10,417 | -1.2% | 0.01% | -10.0% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $587 | +0.5% | 26,479 | +1.7% | 0.01% | -10.0% |
| AZBJ | AIM ETF PRODUCTS TRUSTus lrgcp b20 jan | $595 | +4.6% | 20,626 | 0.0% | 0.01% | -10.0% | |
| CTLT | Sell | CATALENT INC | $547 | -50.2% | 12,623 | -24.4% | 0.01% | -52.6% |
| GMAB | Sell | GENMAB A/Ssponsored ads | $557 | +0.2% | 14,643 | -0.6% | 0.01% | -10.0% |
| SPR | Buy | SPIRIT AEROSYSTEMS HLDGS INC | $551 | +31.8% | 18,867 | +56.0% | 0.01% | +28.6% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $549 | -0.7% | 22,522 | +0.2% | 0.01% | -10.0% |
| NWSA | Buy | NEWS CORP NEWcl a | $483 | +17.8% | 24,771 | +4.3% | 0.01% | +14.3% |
| MUR | Buy | MURPHY OIL CORP | $503 | +4.6% | 13,122 | +1.0% | 0.01% | 0.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INCcl b | $505 | +9.8% | 17,590 | +2.3% | 0.01% | 0.0% |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $485 | – | 12,233 | +100.0% | 0.01% | – |
| POR | New | PORTLAND GEN ELEC CO | $508 | – | 10,840 | +100.0% | 0.01% | – |
| BWA | New | BORGWARNER INC | $512 | – | 10,469 | +100.0% | 0.01% | – |
| XP | New | XP INCcl a | $532 | – | 22,697 | +100.0% | 0.01% | – |
| SPHY | Buy | SPDR SER TRportfli high yld | $512 | +14.0% | 22,415 | +14.8% | 0.01% | 0.0% |
| GCOW | Sell | PACER FDS TRglobl cash etf | $505 | -1.8% | 15,240 | -0.2% | 0.01% | -11.1% |
| WEN | Buy | WENDYS CO | $529 | +6.9% | 24,318 | +7.0% | 0.01% | -11.1% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $490 | -23.6% | 12,486 | -24.7% | 0.01% | -27.3% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $527 | +29.2% | 13,775 | +27.9% | 0.01% | +14.3% |
| TRP | Buy | TC ENERGY CORP | $518 | +6.4% | 12,799 | +2.0% | 0.01% | 0.0% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $519 | -8.8% | 14,764 | -8.6% | 0.01% | -20.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $416 | +27.6% | 12,882 | +23.4% | 0.01% | +16.7% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $449 | – | 10,252 | +100.0% | 0.01% | – |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $435 | +30.6% | 50,586 | +21.5% | 0.01% | +16.7% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $428 | +2.9% | 27,222 | +7.9% | 0.01% | 0.0% |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $460 | +16.2% | 62,461 | +0.7% | 0.01% | 0.0% |
| U | Sell | UNITY SOFTWARE INC | $442 | +30.0% | 10,171 | -3.1% | 0.01% | +16.7% |
| SLV | Sell | ISHARES SILVER TRishares | $427 | -5.7% | 20,443 | -0.2% | 0.01% | -12.5% |
| HP | New | HELMERICH & PAYNE INC | $470 | – | 13,258 | +100.0% | 0.01% | – |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $470 | +78.7% | 24,239 | +83.3% | 0.01% | +40.0% |
| DRSK | Sell | ETF SER SOLUTIONSaptus defined | $453 | -12.0% | 18,242 | -8.0% | 0.01% | -22.2% |
| CAG | Buy | CONAGRA BRANDS INC | $419 | -5.4% | 12,433 | +5.5% | 0.01% | -12.5% |
| BK | Sell | BANK NEW YORK MELLON CORP | $463 | -25.3% | 10,392 | -23.8% | 0.01% | -36.4% |
| Sell | ANNALY CAPITAL MANAGEMENT IN | $413 | -47.9% | 20,642 | -50.3% | 0.01% | -50.0% | |
| GLBE | Sell | GLOBAL E ONLINE LTD | $454 | +22.4% | 11,098 | -3.6% | 0.01% | +16.7% |
| VALE | Sell | VALE S Asponsored ads | $356 | -33.7% | 26,504 | -22.1% | 0.01% | -33.3% |
| New | BROOKFIELD CORPcl a ltd vt sh | $356 | – | 10,557 | +100.0% | 0.01% | – | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $357 | +2.3% | 40,010 | 0.0% | 0.01% | 0.0% | |
| BCS | Sell | BARCLAYS PLCadr | $376 | +2.5% | 47,783 | -6.3% | 0.01% | 0.0% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $404 | +67.6% | 19,068 | +67.6% | 0.01% | +50.0% |
| FEP | New | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $354 | – | 10,271 | +100.0% | 0.01% | – |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $355 | -1.4% | 14,045 | -1.7% | 0.01% | 0.0% |
| TS | Buy | TENARIS S Asponsored ads | $364 | +13.8% | 12,160 | +7.9% | 0.01% | 0.0% |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD | $386 | +4.3% | 22,961 | -3.4% | 0.01% | 0.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $381 | +13.1% | 14,445 | +10.9% | 0.01% | 0.0% |
| KEY | Sell | KEYCORP | $385 | -78.1% | 41,631 | -70.3% | 0.01% | -80.0% |
| Buy | WARNER BROS DISCOVERY INC | $361 | -10.0% | 28,760 | +8.4% | 0.01% | -14.3% | |
| INMD | New | INMODE LTD | $396 | – | 10,597 | +100.0% | 0.01% | – |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $391 | +5.1% | 10,558 | +0.4% | 0.01% | 0.0% |
| EWZ | Buy | ISHARES INCmsci brazil etf | $391 | +26.1% | 12,045 | +6.3% | 0.01% | +20.0% |
| PCG | Buy | PG&E CORP | $362 | +21.1% | 20,972 | +13.3% | 0.01% | +20.0% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $380 | +5.8% | 11,576 | +4.0% | 0.01% | 0.0% | |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $351 | +21.9% | 16,197 | +3.1% | 0.01% | +20.0% |
| SYF | New | SYNCHRONY FINANCIAL | $409 | – | 12,055 | +100.0% | 0.01% | – |
| PPL | Sell | PPL CORP | $375 | -18.5% | 14,184 | -14.2% | 0.01% | -25.0% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $380 | -67.8% | 21,068 | -66.3% | 0.01% | -70.0% |
| FOX | New | FOX CORP | $399 | – | 12,514 | +100.0% | 0.01% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $347 | – | 10,095 | +100.0% | 0.01% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $296 | – | 11,627 | +100.0% | 0.01% | – |
| KT | Sell | KT CORPsponsored adr | $290 | -11.3% | 25,650 | -11.0% | 0.01% | -16.7% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $297 | -14.7% | 17,683 | -19.1% | 0.01% | -16.7% |
| New | COREBRIDGE FINL INC | $339 | – | 19,209 | +100.0% | 0.01% | – | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $315 | +41.9% | 16,151 | +41.7% | 0.01% | +25.0% |
| PINS | New | PINTEREST INCcl a | $344 | – | 12,592 | +100.0% | 0.01% | – |
| PRVA | New | PRIVIA HEALTH GROUP INC | $319 | – | 12,231 | +100.0% | 0.01% | – |
| DOC | Buy | PHYSICIANS RLTY TR | $300 | +4.9% | 21,440 | +11.7% | 0.01% | 0.0% |
| AES | Sell | AES CORP | $290 | -23.1% | 14,012 | -10.6% | 0.01% | -16.7% |
| GTES | Buy | GATES INDL CORP PLC | $321 | -1.5% | 23,789 | +1.4% | 0.01% | -16.7% |
| DNB | Buy | DUN & BRADSTREET HLDGS INC | $340 | +37.7% | 29,349 | +39.3% | 0.01% | +25.0% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $306 | – | 12,404 | +100.0% | 0.01% | – |
| SAN | Buy | BANCO SANTANDER S.A.adr | $347 | +7.1% | 93,480 | +6.4% | 0.01% | -16.7% |
| REYN | New | REYNOLDS CONSUMER PRODS INC | $300 | – | 10,615 | +100.0% | 0.01% | – |
| AUB | Sell | ATLANTIC UN BANKSHARES CORP | $286 | -28.0% | 11,005 | -2.8% | 0.01% | -28.6% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $320 | -3.9% | 11,944 | -6.7% | 0.01% | -16.7% |
| AMCR | Sell | AMCOR PLCord | $327 | -21.4% | 32,744 | -10.4% | 0.01% | -28.6% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $295 | +2.4% | 65,144 | -10.1% | 0.01% | 0.0% |
| PRGO | New | PERRIGO CO PLC | $347 | – | 10,227 | +100.0% | 0.01% | – |
| Sell | TRIMTABS ETF TRdonoghue forlns | $331 | -42.3% | 12,391 | -44.4% | 0.01% | -50.0% | |
| RKT | Buy | ROCKET COS INC | $302 | +9.8% | 33,656 | +10.7% | 0.01% | 0.0% |
| VICI | Sell | VICI PPTYS INC | $333 | -41.4% | 10,589 | -39.2% | 0.01% | -50.0% |
| DFHY | Sell | TRIMTABS ETF TRdonoghue frlns | $289 | -23.5% | 14,001 | -22.0% | 0.01% | -28.6% |
| DFNV | Sell | TRIMTABS ETF TRdonoghue frlins | $330 | -45.0% | 13,047 | -48.9% | 0.01% | -50.0% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $294 | 0.0% | 12,458 | +0.3% | 0.01% | 0.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $341 | -28.2% | 11,828 | -28.9% | 0.01% | -37.5% |
| MRO | Sell | MARATHON OIL CORP | $254 | -52.2% | 11,015 | -50.3% | 0.00% | -55.6% |
| HAYW | New | HAYWARD HLDGS INC | $224 | – | 17,404 | +100.0% | 0.00% | – |
| FLCB | New | FRANKLIN TEMPLETON ETF TRus core bond etf | $227 | – | 10,595 | +100.0% | 0.00% | – |
| MGY | Buy | MAGNOLIA OIL & GAS CORPcl a | $264 | +1.1% | 12,630 | +6.1% | 0.00% | 0.0% |
| NOV | Sell | NOV INC | $232 | -15.0% | 14,459 | -1.8% | 0.00% | -20.0% |
| JQC | Buy | NUVEEN CR STRATEGIES INCOME | $234 | +4.5% | 46,344 | +5.6% | 0.00% | 0.0% |
| DEA | Buy | EASTERLY GOVT PPTYS INC | $235 | +9.3% | 16,222 | +3.6% | 0.00% | 0.0% |
| ORAN | New | ORANGEsponsored adr | $222 | – | 19,039 | +100.0% | 0.00% | – |
| EMD | Buy | WESTERN ASSET EMERGING MKTS | $266 | +3.1% | 30,854 | +2.7% | 0.00% | 0.0% |
| GHY | Sell | PGIM GLOBAL HIGH YIELD FD FO | $230 | 0.0% | 20,921 | -0.4% | 0.00% | 0.0% |
| IGR | New | CBRE GBL REAL ESTATE INC FD | $225 | – | 43,112 | +100.0% | 0.00% | – |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $283 | +14.1% | 12,185 | +10.2% | 0.00% | 0.0% |
| ZI | Sell | ZOOMINFO TECHNOLOGIES INC | $263 | -1.1% | 10,363 | -3.6% | 0.00% | -20.0% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $266 | -1.1% | 26,186 | +0.0% | 0.00% | -20.0% |
| AFB | Buy | ALLIANCEBERNSTEIN NATL MUN I | $264 | +9.5% | 24,608 | +11.6% | 0.00% | 0.0% |
| ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $277 | -49.5% | 35,613 | -48.2% | 0.00% | -55.6% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $280 | -7.3% | 11,296 | -1.8% | 0.00% | -20.0% |
| PSP | Sell | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $284 | -21.5% | 26,962 | -24.7% | 0.00% | -33.3% |
| ABCM | New | ABCAM PLCads | $247 | – | 10,081 | +100.0% | 0.00% | – |
| HYEM | Sell | VANECK ETF TRUSTemerging mrkt hi | $255 | -6.6% | 13,918 | -6.1% | 0.00% | -20.0% |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $221 | – | 10,985 | +100.0% | 0.00% | – |
| AVK | Sell | ADVENT CONV & INCOME FD | $202 | -4.7% | 17,214 | -6.2% | 0.00% | -25.0% |
| KIM | New | KIMCO RLTY CORP | $204 | – | 10,370 | +100.0% | 0.00% | – |
| ALEX | New | ALEXANDER & BALDWIN INC NEW | $215 | – | 11,565 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $212 | – | 11,192 | +100.0% | 0.00% | – |
| MUI | Exit | BLACKROCK MUNICIPAL INCOME | $0 | – | -17,937 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -13,352 | -100.0% | -0.00% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -27,535 | -100.0% | -0.01% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -27,454 | -100.0% | -0.01% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -10,403 | -100.0% | -0.01% | – |
| EQNR | Exit | EQUINOR ASAsponsored adr | $0 | – | -10,251 | -100.0% | -0.01% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -11,611 | -100.0% | -0.01% | – |
| IBTD | Exit | ISHARES TRibonds 23 trm ts | $0 | – | -15,949 | -100.0% | -0.01% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -19,520 | -100.0% | -0.01% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -31,527 | -100.0% | -0.01% | – |
| CERT | Exit | CERTARA INC | $0 | – | -15,976 | -100.0% | -0.01% | – |
| GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -12,114 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -10,298 | -100.0% | -0.01% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -17,165 | -100.0% | -0.01% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -10,343 | -100.0% | -0.01% | – |
| WSC | Exit | WILLSCOT MOBIL MINI HLDNG CO | $0 | – | -10,159 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -15,367 | -100.0% | -0.01% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -15,459 | -100.0% | -0.01% | – | |
| AZAJ | Exit | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $0 | – | -22,680 | -100.0% | -0.01% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -10,314 | -100.0% | -0.01% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -18,396 | -100.0% | -0.01% | – |
| JOF | Exit | JAPAN SMALLER CAPITALIZATION | $0 | – | -121,357 | -100.0% | -0.01% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -13,190 | -100.0% | -0.01% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -18,102 | -100.0% | -0.02% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS | $0 | – | -19,909 | -100.0% | -0.02% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -41,313 | -100.0% | -0.02% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -20,216 | -100.0% | -0.02% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -48,945 | -100.0% | -0.02% | – |
| WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -10,518 | -100.0% | -0.02% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -10,010 | -100.0% | -0.03% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -21,474 | -100.0% | -0.03% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -31,130 | -100.0% | -0.03% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -30,383 | -100.0% | -0.04% | – |
| SLY | Exit | SPDR SER TRs&p 600 sml cap | $0 | – | -33,101 | -100.0% | -0.05% | – |
| CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -72,023 | -100.0% | -0.08% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -56,972 | -100.0% | -0.14% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -144,198 | -100.0% | -0.14% | – |
| DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -174,952 | -100.0% | -0.18% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -311,249 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS INDEX FD | 35 | Q3 2023 | 13.7% |
| ISHARES TR CORE MSCI EAFE ETF | 34 | Q3 2023 | 14.1% |
| ISHARES TR MSCI USA MINIMUM VOLATILITY ETF | 34 | Q3 2023 | 6.4% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 32 | Q3 2023 | 13.5% |
| ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 | 32 | Q3 2023 | 0.4% |
| UNITEDHEALTH GROUP INC COM | 31 | Q3 2023 | 0.4% |
| JP MORGAN CHASE & CO ISINUS46625H1005 | 31 | Q3 2023 | 0.5% |
| VERIZON COMMUNICATIONS INC COM | 31 | Q3 2023 | 0.5% |
| EXXON MOBIL CORP COM | 31 | Q3 2023 | 0.5% |
| ISHARES TR FLTG RATE NT ETF | 31 | Q3 2023 | 0.6% |
View PARK AVENUE SECURITIES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| X-17A-5 | 2024-02-29 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-18 |
| X-17A-5 | 2023-02-28 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-27 |
View PARK AVENUE SECURITIES 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.