$460 Million is the total value of SILVER OAK SECURITIES, INCORPORATED's 445 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 37.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CDC | Sell | VICTORY PORTFOLIOS II | $34,879,616 | +91991.4% | 624,411 | -5.0% | 7.58% | +24.5% |
FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $31,710,841 | – | 429,148 | +100.0% | 6.90% | – |
CFO | Sell | VICTORY PORTFOLIOS II | $31,144,332 | +90152.5% | 528,587 | -5.6% | 6.77% | +22.0% |
FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $15,782,370 | +83303.1% | 194,604 | -13.6% | 3.43% | +12.8% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $11,565,288 | +88184.6% | 309,315 | -5.3% | 2.52% | +19.4% |
CFA | Sell | VICTORY PORTFOLIOS II | $9,003,200 | +95576.9% | 132,225 | -0.1% | 1.96% | +29.3% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $8,396,202 | +106181.0% | 182,725 | +8.9% | 1.82% | +43.6% |
AAPL | Sell | APPLE INC | $7,659,542 | +50571.8% | 44,738 | -42.6% | 1.66% | -31.5% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $7,413,050 | +61023.4% | 76,486 | -38.4% | 1.61% | -17.3% |
TFLO | Sell | ISHARES TRtrs flt rt bd | $7,369,630 | +97536.9% | 145,243 | -2.5% | 1.60% | +32.0% |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $7,347,850 | +46959.4% | 80,025 | -52.9% | 1.60% | -36.4% |
Buy | WISDOMTREE TRfloatng rat trea | $6,722,007 | +105260.6% | 133,585 | +5.4% | 1.46% | +42.4% | |
CAT | Sell | CATERPILLAR INC | $6,215,047 | +95222.8% | 22,766 | -14.1% | 1.35% | +28.8% |
QQQ | New | INVESCO QQQ TRunit ser 1 | $6,211,424 | – | 17,337 | +100.0% | 1.35% | – |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $6,032,408 | +281262.3% | 131,597 | +200.6% | 1.31% | +280.3% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,904,474 | +107981.2% | 83,444 | +10.9% | 1.28% | +46.1% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $4,910,081 | +64762.4% | 119,003 | -32.1% | 1.07% | -12.2% |
FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $4,810,388 | +108193.3% | 114,383 | +13.8% | 1.05% | +46.5% |
AGZD | Buy | WISDOMTREE TRintrst rate hdge | $4,785,703 | +54085.9% | 215,961 | +8.2% | 1.04% | -26.7% |
IVV | Sell | ISHARES TRcore s&p500 etf | $4,612,402 | +52625.2% | 10,741 | -45.3% | 1.00% | -28.7% |
Buy | CAPITAL GROUP DIVIDEND VALUE | $4,569,274 | +112001.9% | 172,621 | +14.5% | 0.99% | +51.4% | |
ACIO | Sell | ETF SER SOLUTIONSaptus collrd inv | $4,243,297 | +56941.2% | 139,445 | -41.7% | 0.92% | -22.8% |
IOO | Sell | ISHARES TRglobal 100 etf | $4,203,857 | +53692.2% | 57,398 | -44.1% | 0.91% | -27.3% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,634,672 | +103099.1% | 67,912 | +8.1% | 0.79% | +39.6% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,616,499 | +95904.8% | 53,435 | +0.7% | 0.79% | +29.7% |
OPER | Sell | ETF SER SOLUTIONS | $3,406,700 | +99744.7% | 33,999 | -0.1% | 0.74% | +35.0% |
DRSK | Sell | ETF SER SOLUTIONSaptus defined | $3,340,889 | +40533.5% | 143,324 | -56.7% | 0.73% | -45.1% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,109,856 | +100412.5% | 65,831 | +1.4% | 0.68% | +35.7% |
MSFT | Sell | MICROSOFT CORP | $3,090,856 | +53663.4% | 9,789 | -42.0% | 0.67% | -27.4% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $3,052,495 | +45829.8% | 13,453 | -52.4% | 0.66% | -37.9% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $2,931,969 | +120557.2% | 67,062 | +27.4% | 0.64% | +62.9% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,908,819 | +82186.3% | 57,968 | -17.8% | 0.63% | +11.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $2,806,890 | +66414.0% | 29,756 | -29.7% | 0.61% | -10.2% |
Sell | ETF SER SOLUTIONSaptus enhanced | $2,786,679 | +47252.2% | 115,057 | -52.4% | 0.61% | -35.9% | |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,715,850 | +51113.5% | 12,786 | -46.9% | 0.59% | -30.8% |
Sell | ETF SER SOLUTIONSaptus int enh yl | $2,651,294 | +91418.6% | 138,604 | -5.0% | 0.58% | +23.6% | |
New | ETF SER SOLUTIONSaptus large cap | $2,523,790 | – | 102,336 | +100.0% | 0.55% | – | |
AMZN | Sell | AMAZON COM INC | $2,341,058 | +37598.2% | 18,416 | -61.3% | 0.51% | -49.0% |
AZO | Sell | AUTOZONE INC | $2,336,791 | +100667.2% | 920 | -1.1% | 0.51% | +36.2% |
OUNZ | Sell | VANECK MERK GOLD TRgold trust | $2,253,084 | +60175.1% | 125,941 | -37.3% | 0.49% | -18.5% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,224,399 | +104038.5% | 11,765 | +9.6% | 0.48% | +40.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,219,267 | +64189.3% | 5,192 | -33.3% | 0.48% | -13.0% |
FYX | Buy | FIRST TR SML CP CORE ALPHA F | $2,197,222 | +111774.8% | 27,241 | +14.1% | 0.48% | +51.3% |
FB | Sell | META PLATFORMS INCcl a | $2,163,630 | +67661.7% | 7,207 | -35.2% | 0.47% | -8.6% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $2,048,008 | +40680.7% | 40,748 | -57.7% | 0.44% | -44.9% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,999,169 | +174195.5% | 5,707 | +69.6% | 0.44% | +136.4% |
FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $1,997,221 | +96617.7% | 59,726 | -1.6% | 0.43% | +30.7% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,957,064 | +99801.2% | 39,110 | +0.7% | 0.43% | +35.2% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,938,715 | +74985.8% | 12,156 | -22.1% | 0.42% | +1.7% |
REGL | Sell | PROSHARES TRs&p mdcp 400 div | $1,851,532 | +68781.4% | 27,742 | -27.5% | 0.40% | -6.7% |
XOM | Sell | EXXON MOBIL CORP | $1,849,979 | +65339.7% | 15,734 | -40.3% | 0.40% | -11.6% |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $1,844,308 | +91383.5% | 58,235 | -6.7% | 0.40% | +23.8% |
ADME | Sell | ETF SER SOLUTIONSaptus drawdown | $1,784,036 | +38810.3% | 50,900 | -59.6% | 0.39% | -47.4% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,766,663 | +112069.1% | 45,056 | +16.4% | 0.38% | +51.8% |
AOK | Buy | ISHARES TRconser alloc etf | $1,690,943 | +380743.0% | 49,791 | +295.5% | 0.37% | +418.3% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,666,455 | +217737.3% | 22,916 | +124.4% | 0.36% | +194.3% |
Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,577,520 | +129523.7% | 33,614 | +33.6% | 0.34% | +75.0% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,566,084 | +113220.1% | 29,240 | +17.0% | 0.34% | +53.2% |
EFG | Buy | ISHARES TReafe grwth etf | $1,565,107 | +93619.0% | 18,136 | +3.6% | 0.34% | +26.4% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,544,704 | +582807.2% | 24,330 | +511.5% | 0.34% | +681.4% |
TSLA | Buy | TESLA INC | $1,539,305 | +144571.5% | 6,152 | +51.3% | 0.34% | +95.9% |
PG | Sell | PROCTER AND GAMBLE CO | $1,441,551 | +69708.8% | 9,883 | -27.4% | 0.31% | -5.7% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,389,021 | +68022.7% | 19,906 | -29.0% | 0.30% | -7.9% |
OSCV | Sell | ETF SER SOLUTIONSopus sml cp vl | $1,386,378 | +30143.8% | 45,710 | -68.1% | 0.30% | -59.2% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,363,057 | +102231.6% | 19,916 | +5.8% | 0.30% | +38.3% |
MRSK | Buy | NORTHERN LIGHTS FD TR | $1,335,090 | +100282.7% | 47,854 | +4.6% | 0.29% | +35.5% |
T | Buy | AT&T INC | $1,229,916 | +113675.8% | 81,885 | +20.9% | 0.27% | +53.4% |
FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,190,858 | +266311.2% | 18,383 | +174.4% | 0.26% | +259.7% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,187,984 | +62689.9% | 19,993 | -37.2% | 0.26% | -15.1% |
SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,175,282 | +544012.0% | 41,632 | +446.6% | 0.26% | +631.4% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,176,671 | +122725.8% | 7,982 | +26.6% | 0.26% | +66.2% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $1,153,110 | +206921.5% | 7,496 | +113.4% | 0.25% | +178.9% |
IYW | Sell | ISHARES TRu.s. tech etf | $1,142,347 | +79174.6% | 10,888 | -17.7% | 0.25% | +6.9% |
NVDA | Sell | NVIDIA CORPORATION | $1,137,980 | +24850.2% | 2,616 | -75.7% | 0.25% | -66.3% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,119,474 | +49194.3% | 14,761 | -48.1% | 0.24% | -33.4% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,112,484 | +105248.9% | 8,066 | +8.5% | 0.24% | +42.4% |
VOO | Sell | VANGUARD INDEX FDS | $1,112,280 | +88527.9% | 2,832 | -8.1% | 0.24% | +19.8% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,096,220 | +35012.7% | 8,377 | -67.9% | 0.24% | -52.6% |
HD | Sell | HOME DEPOT INC | $1,019,567 | +70801.7% | 3,374 | -27.1% | 0.22% | -3.9% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,020,718 | +97763.7% | 11,565 | -0.5% | 0.22% | +32.1% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $992,731 | +78501.0% | 4,767 | -16.9% | 0.22% | +6.4% |
LOW | Sell | LOWES COS INC | $995,761 | +71744.2% | 4,791 | -22.0% | 0.22% | -3.1% |
IUSV | Sell | ISHARES TRcore s&p us vlu | $968,155 | +26883.1% | 12,974 | -71.7% | 0.21% | -63.6% |
TIP | Sell | ISHARES TRtips bd etf | $966,189 | +45325.0% | 9,315 | -52.9% | 0.21% | -38.6% |
Buy | PHILLIPS EDISON & CO INC | $964,946 | +99790.9% | 28,770 | +1.5% | 0.21% | +35.5% | |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $962,324 | +101304.0% | 3,534 | +5.4% | 0.21% | +36.6% |
PRN | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt inds | $955,402 | +109213.7% | 9,451 | +13.8% | 0.21% | +47.5% |
FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $949,586 | +472330.8% | 18,901 | +383.0% | 0.21% | +543.8% |
GOOG | Sell | ALPHABET INCcap stk cl c | $946,683 | +76803.6% | 7,180 | -29.4% | 0.21% | +4.0% |
USMV | Buy | ISHARES TRmsci usa min vol | $938,700 | +342491.2% | 12,969 | +252.4% | 0.20% | +363.6% |
Buy | J P MORGAN EXCHANGE TRADED F | $929,253 | +107827.2% | 20,929 | +9.9% | 0.20% | +46.4% | |
DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $909,132 | +422752.1% | 36,424 | +285.0% | 0.20% | +465.7% |
LLY | Buy | ELI LILLY & CO | $904,521 | +123468.4% | 1,684 | +7.9% | 0.20% | +66.9% |
Buy | T ROWE PRICE ETF INCultra shrt trm | $901,542 | +112032.1% | 18,442 | +11.8% | 0.20% | +51.9% | |
New | FIRST TR EXCHNG TRADED FD VIcboe vest us equ | $895,907 | – | 29,715 | +100.0% | 0.20% | – | |
WMT | Sell | WALMART INC | $888,190 | +81310.6% | 5,554 | -20.0% | 0.19% | +10.3% |
SO | Buy | SOUTHERN CO | $888,576 | +95445.8% | 13,730 | +3.7% | 0.19% | +28.7% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $884,571 | +66509.3% | 2,132 | -29.0% | 0.19% | -10.3% |
GLD | Sell | SPDR GOLD TR | $870,623 | +26829.3% | 5,078 | -72.0% | 0.19% | -63.7% |
V | Sell | VISA INC | $866,218 | +87044.7% | 3,766 | -10.0% | 0.19% | +17.5% |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $860,138 | – | 5,389 | +100.0% | 0.19% | – |
DLS | Sell | WISDOMTREE TRintl smcap div | $848,939 | +91975.8% | 14,772 | -4.8% | 0.18% | +25.0% |
FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $850,806 | – | 15,201 | +100.0% | 0.18% | – |
IWF | Buy | ISHARES TRrus 1000 grw etf | $845,316 | +135802.9% | 3,178 | +40.7% | 0.18% | +84.0% |
INTC | Sell | INTEL CORP | $848,475 | +101150.0% | 23,867 | -4.8% | 0.18% | +36.3% |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $848,532 | – | 5,989 | +100.0% | 0.18% | – |
DGT | Buy | SPDR SER TRglb dow etf | $828,648 | +112031.0% | 7,597 | +16.0% | 0.18% | +51.3% |
New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $822,249 | – | 39,025 | +100.0% | 0.18% | – | |
GBF | Sell | ISHARES TRgov/cred bd etf | $820,018 | +61975.5% | 8,195 | -35.5% | 0.18% | -16.0% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $808,234 | +186559.1% | 25,699 | +90.6% | 0.18% | +151.4% |
COST | Sell | COSTCO WHSL CORP NEW | $811,125 | +44369.6% | 1,436 | -57.6% | 0.18% | -39.9% |
PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $805,262 | – | 23,895 | +100.0% | 0.18% | – |
COWZ | Buy | PACER FDS TRus cash cows 100 | $800,395 | +279758.4% | 16,193 | +170.9% | 0.17% | +278.3% |
APD | Sell | AIR PRODS & CHEMS INC | $773,725 | +93571.3% | 2,730 | -0.9% | 0.17% | +26.3% |
CVX | Sell | CHEVRON CORP NEW | $773,312 | +70393.3% | 4,586 | -34.2% | 0.17% | -4.5% |
IAU | Sell | ISHARES GOLD TRishares new | $767,961 | +25013.2% | 21,948 | -73.9% | 0.17% | -66.1% |
BKAG | New | BNY MELLON ETF TRUSTcore bond etf | $762,052 | – | 18,912 | +100.0% | 0.17% | – |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $747,277 | +38558.9% | 8,159 | -59.2% | 0.16% | -47.9% |
SGOV | Sell | ISHARES TR0-3 mnth treasry | $745,361 | +49557.6% | 7,404 | -50.4% | 0.16% | -32.8% |
PXI | New | INVESCO EXCHANGE TRADED FD Tdorsey wrgt enrg | $746,730 | – | 16,149 | +100.0% | 0.16% | – |
RTX | New | RTX CORPORATION | $739,562 | – | 10,276 | +100.0% | 0.16% | – |
FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $741,182 | +40247.4% | 7,660 | -57.8% | 0.16% | -45.4% |
ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $735,422 | +87450.2% | 27,177 | -10.1% | 0.16% | +18.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $716,465 | +104341.0% | 11,134 | +9.6% | 0.16% | +41.8% |
CWB | Sell | SPDR SER TRbbg conv sec etf | $711,900 | +42631.1% | 10,500 | -55.9% | 0.16% | -42.2% |
JPM | Sell | JPMORGAN CHASE & CO | $706,450 | +85014.5% | 4,871 | -14.6% | 0.15% | +15.8% |
PYZ | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wrgt basc | $699,606 | +85531.1% | 8,906 | -6.5% | 0.15% | +16.0% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $699,612 | +48687.4% | 6,858 | -48.3% | 0.15% | -34.2% |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $699,079 | +114503.1% | 17,820 | +15.8% | 0.15% | +55.1% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $692,807 | +90819.6% | 7,355 | -5.6% | 0.15% | +22.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $694,179 | +37281.7% | 10,146 | -61.5% | 0.15% | -49.5% |
Buy | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $683,438 | +213474.4% | 12,570 | +124.5% | 0.15% | +192.2% | |
TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $685,328 | – | 12,218 | +100.0% | 0.15% | – |
RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $679,876 | – | 24,813 | +100.0% | 0.15% | – |
MGV | New | VANGUARD WORLD FDmega cap val etf | $681,401 | – | 6,720 | +100.0% | 0.15% | – |
PTF | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt tech | $674,873 | +78832.5% | 15,279 | +163.0% | 0.15% | +6.5% |
RIG | Sell | TRANSOCEAN LTD | $677,448 | +37577.9% | 82,515 | -67.8% | 0.15% | -49.1% |
IYR | Sell | ISHARES TRu.s. real es etf | $672,633 | +62821.7% | 8,608 | -30.3% | 0.15% | -15.1% |
IWL | Sell | ISHARES TRrus top 200 etf | $671,078 | +72214.4% | 6,492 | -25.4% | 0.15% | -2.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $663,514 | +98931.9% | 20,473 | +13.6% | 0.14% | +33.3% |
ABBV | Sell | ABBVIE INC | $647,570 | +68498.5% | 4,344 | -38.0% | 0.14% | -7.2% |
FDX | Sell | FEDEX CORP | $637,291 | +104545.5% | 2,406 | -2.0% | 0.14% | +41.8% |
IBD | Sell | NORTHERN LTS FD TR IVinspire corp bd | $608,093 | +23588.9% | 26,859 | -75.8% | 0.13% | -68.0% |
JNJ | Sell | JOHNSON & JOHNSON | $594,777 | +69956.2% | 3,819 | -25.5% | 0.13% | -5.8% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $589,012 | +126297.4% | 4,198 | +20.6% | 0.13% | +70.7% |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $590,246 | +104368.3% | 4,657 | -6.9% | 0.13% | +40.7% |
KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $583,682 | – | 11,825 | +100.0% | 0.13% | – |
SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $577,259 | – | 9,819 | +100.0% | 0.13% | – |
QJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $577,980 | +102378.7% | 26,428 | +4.3% | 0.13% | +38.5% |
IRT | Buy | INDEPENDENCE RLTY TR INC | $578,220 | +100285.4% | 41,096 | +29.9% | 0.13% | +35.5% |
RAVI | Sell | FLEXSHARES TRflexshares ultra | $578,448 | +29778.5% | 7,701 | -70.2% | 0.13% | -59.5% |
UBER | Sell | UBER TECHNOLOGIES INC | $578,094 | +52936.1% | 12,570 | -50.2% | 0.13% | -28.0% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $569,909 | +84081.5% | 6,436 | -10.3% | 0.12% | +13.8% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $567,070 | +114691.5% | 10,273 | +3.3% | 0.12% | +55.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $549,582 | +44364.6% | 1,090 | -57.6% | 0.12% | -40.2% |
KO | Buy | COCA COLA CO | $546,784 | +105456.8% | 9,767 | +13.5% | 0.12% | +43.4% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $522,485 | +34004.8% | 3,645 | -64.6% | 0.11% | -53.7% |
ONEQ | New | FIDELITY COMWLTH TR | $524,267 | – | 10,084 | +100.0% | 0.11% | – |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $514,316 | +158639.5% | 7,979 | +65.2% | 0.11% | +115.4% |
IXUS | Buy | ISHARES TRcore msci total | $509,268 | +102782.4% | 8,489 | +7.3% | 0.11% | +38.8% |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $510,064 | – | 1,894 | +100.0% | 0.11% | – |
MMTM | New | SPDR SER TRs&p1500momtilt | $504,929 | – | 2,818 | +100.0% | 0.11% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $502,301 | – | 6,239 | +100.0% | 0.11% | – |
MRK | Buy | MERCK & CO INC | $495,017 | +104776.5% | 4,808 | +17.4% | 0.11% | +42.1% |
BKNG | Buy | BOOKING HOLDINGS INC | $496,516 | +114834.3% | 161 | +0.6% | 0.11% | +56.5% |
XLSR | SSGA ACTIVE TRspdr ssga us sct | $495,240 | +95138.5% | 12,000 | 0.0% | 0.11% | +28.6% | |
PALC | Sell | PACER FDS TRlunt lrgcp multi | $481,361 | +29126.5% | 13,045 | -69.8% | 0.10% | -60.4% |
ISCG | ISHARES TRmrgstr sm cp gr | $465,120 | +93485.5% | 12,000 | 0.0% | 0.10% | +26.2% | |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $451,387 | +42283.8% | 9,055 | -56.0% | 0.10% | -42.7% |
FSK | Sell | FS KKR CAP CORP | $448,847 | +79624.2% | 22,796 | -22.4% | 0.10% | +7.7% |
FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $452,865 | +37234.3% | 18,385 | -60.2% | 0.10% | -49.7% |
AVGO | Sell | BROADCOM INC | $452,683 | +61741.9% | 545 | -35.4% | 0.10% | -16.9% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $439,415 | +38479.0% | 2,828 | -59.7% | 0.10% | -47.5% |
PEP | Buy | PEPSICO INC | $437,674 | +107701.5% | 2,583 | +17.7% | 0.10% | +46.2% |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $431,409 | +53491.2% | 17,975 | -49.2% | 0.09% | -27.1% |
MO | Buy | ALTRIA GROUP INC | $427,995 | +95863.0% | 10,178 | +3.4% | 0.09% | +29.2% |
PWB | Sell | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $423,213 | +56403.7% | 6,243 | -41.1% | 0.09% | -23.3% |
NJUL | New | INNOVATOR ETFS TRgrwt100 pwr buf | $421,386 | – | 8,295 | +100.0% | 0.09% | – |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $418,241 | – | 13,872 | +100.0% | 0.09% | – |
FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $415,611 | +96779.0% | 15,851 | -1.2% | 0.09% | +30.4% |
OTIS | Buy | OTIS WORLDWIDE CORP | $414,560 | +93059.6% | 5,162 | +3.3% | 0.09% | +25.0% |
FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $408,709 | +77897.9% | 3,325 | -17.2% | 0.09% | +6.0% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $409,264 | +123172.3% | 8,088 | +27.7% | 0.09% | +67.9% |
SPTS | Sell | SPDR SER TRportfolio sh tsr | $402,999 | +89059.1% | 14,032 | -10.7% | 0.09% | +20.5% |
DOW | Buy | DOW INC | $398,923 | +114204.6% | 7,737 | +18.2% | 0.09% | +55.4% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $395,350 | +90162.6% | 11,642 | -5.3% | 0.09% | +22.9% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $390,178 | +52841.4% | 986 | -47.4% | 0.08% | -28.6% |
FIRST TR EXCHNG TRADED FD VIft cboe vest us | $387,337 | +100507.0% | 12,242 | 0.0% | 0.08% | +35.5% | ||
IJH | Sell | ISHARES TRcore s&p mcp etf | $386,072 | +15993.0% | 1,548 | -83.1% | 0.08% | -78.2% |
DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $383,861 | +97823.7% | 11,300 | 0.0% | 0.08% | +31.7% | |
YJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $379,728 | – | 19,217 | +100.0% | 0.08% | – |
NURE | New | NUSHARES ETF TRnuveen shrt term | $375,805 | – | 13,842 | +100.0% | 0.08% | – |
PAMC | Sell | PACER FDS TRlunt mdcap mlt | $377,505 | +37688.3% | 10,939 | -61.1% | 0.08% | -49.1% |
AGG | Sell | ISHARES TRcore us aggbd et | $374,974 | +63562.8% | 3,987 | -33.7% | 0.08% | -13.7% |
DE | Buy | DEERE & CO | $371,719 | +111527.3% | 985 | +19.8% | 0.08% | +50.0% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $373,894 | +95038.4% | 11,368 | -5.6% | 0.08% | +28.6% | |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $365,829 | +41190.0% | 7,998 | -59.1% | 0.08% | -43.7% |
KR | Sell | KROGER CO | $369,059 | +83397.5% | 8,247 | -12.3% | 0.08% | +12.7% |
IMCG | Buy | ISHARES TRmrgstr md cp grw | $366,137 | +104810.3% | 6,409 | +11.8% | 0.08% | +42.9% |
Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $360,402 | +93754.7% | 10,880 | -5.2% | 0.08% | +25.8% | |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $357,479 | +37215.1% | 6,030 | -61.6% | 0.08% | -49.4% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $351,961 | – | 10,364 | +100.0% | 0.08% | – |
SMBK | Sell | SMARTFINANCIAL INC | $350,468 | +95395.4% | 16,400 | -3.9% | 0.08% | +28.8% |
Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $348,483 | +103924.8% | 6,798 | +7.9% | 0.08% | +40.7% | |
IVE | New | ISHARES TRs&p 500 val etf | $350,755 | – | 2,280 | +100.0% | 0.08% | – |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $345,654 | +50434.2% | 994 | -48.9% | 0.08% | -31.8% |
CMCSA | Buy | COMCAST CORP NEWcl a | $344,596 | +127057.2% | 7,772 | +19.1% | 0.08% | +70.5% |
ABT | Sell | ABBOTT LABS | $336,027 | +34153.5% | 3,470 | -61.4% | 0.07% | -53.8% |
BWX | Sell | SPDR SER TRbloomberg intl t | $330,407 | +35427.6% | 15,556 | -62.3% | 0.07% | -52.0% |
New | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $325,294 | – | 12,744 | +100.0% | 0.07% | – | |
FTLS | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $328,352 | – | 18,354 | +100.0% | 0.07% | – |
LMT | Sell | LOCKHEED MARTIN CORP | $323,255 | +37974.8% | 790 | -57.2% | 0.07% | -48.9% |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $321,320 | +107006.7% | 4,954 | +13.6% | 0.07% | +45.8% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $323,743 | +108904.4% | 6,676 | +13.4% | 0.07% | +45.8% |
MDYG | New | SPDR SER TRs&p 400 mdcp grw | $316,609 | – | 4,579 | +100.0% | 0.07% | – |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $318,643 | +104716.8% | 5,532 | +5.0% | 0.07% | +40.8% |
ADBE | Sell | ADOBE INC | $317,668 | +50005.4% | 623 | -51.9% | 0.07% | -32.4% |
BLES | Sell | NORTHERN LTS FD TR IVinspire gbl hope | $317,879 | +93393.8% | 9,981 | -1.9% | 0.07% | +25.5% |
AMGN | Sell | AMGEN INC | $316,943 | +30142.7% | 1,179 | -75.0% | 0.07% | -59.2% |
BOND | Sell | PIMCO ETF TRactive bd etf | $314,682 | +74824.3% | 3,580 | -22.0% | 0.07% | 0.0% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $310,640 | +43225.0% | 3,102 | -56.9% | 0.07% | -40.9% |
MCD | Sell | MCDONALDS CORP | $305,960 | +70235.6% | 1,161 | -20.3% | 0.07% | -4.3% |
DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $309,504 | +108880.3% | 6,774 | +10.7% | 0.07% | +45.7% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $305,556 | +97210.8% | 9,728 | +2.8% | 0.07% | +32.0% |
JSML | Buy | JANUS DETROIT STR TRhendersn cap etf | $303,963 | +103996.9% | 5,961 | +15.9% | 0.07% | +40.4% |
QMAR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $302,754 | +73923.0% | 12,599 | -26.2% | 0.07% | 0.0% |
CPRT | Buy | COPART INC | $304,431 | +60183.4% | 7,065 | +27.6% | 0.07% | -18.5% |
AOM | Sell | ISHARES TRmodert alloc etf | $302,175 | +65164.6% | 7,762 | -32.2% | 0.07% | -10.8% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $300,393 | +62743.7% | 3,970 | -30.5% | 0.06% | -15.6% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $293,303 | +70068.2% | 2,278 | -27.7% | 0.06% | -4.5% |
GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $294,918 | +83210.2% | 3,141 | -6.7% | 0.06% | +12.3% |
BILL | BILL HOLDINGS INC | $293,139 | +92960.0% | 2,700 | 0.0% | 0.06% | +25.5% | |
PXD | Sell | PIONEER NAT RES CO | $296,335 | +96426.1% | 1,291 | -12.8% | 0.06% | +30.6% |
PFE | Sell | PFIZER INC | $293,438 | +54240.4% | 8,846 | -39.9% | 0.06% | -26.4% |
PMAY | Sell | INNOVATOR ETFS TRus eqty pwr buf | $290,920 | +96873.3% | 9,855 | -1.8% | 0.06% | +31.2% |
ISMD | Sell | NORTHERN LTS FD TR IVinspire sml/ mid | $291,561 | +82029.9% | 9,594 | -13.2% | 0.06% | +10.5% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $290,967 | +33694.1% | 9,383 | -64.6% | 0.06% | -54.3% |
ACWI | Sell | ISHARES TRmsci acwi etf | $286,309 | +28360.1% | 3,100 | -70.4% | 0.06% | -61.7% |
ACWV | Sell | ISHARES INCmsci gbl min vol | $275,064 | +96753.5% | 2,883 | -0.3% | 0.06% | +30.4% |
VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $275,495 | +88199.7% | 1,508 | -5.9% | 0.06% | +20.0% |
PFEB | Sell | INNOVATOR ETFS TRus eqty pwr buf | $276,729 | +68397.3% | 9,086 | -30.8% | 0.06% | -7.7% |
Sell | GENERAL ELECTRIC CO | $274,226 | +91922.1% | 2,481 | -8.4% | 0.06% | +25.0% | |
FISV | Buy | FISERV INC | $277,660 | +104677.4% | 2,458 | +16.9% | 0.06% | +39.5% |
DVN | Sell | DEVON ENERGY CORP NEW | $277,816 | +64810.3% | 5,824 | -34.3% | 0.06% | -13.0% |
TPLC | Sell | TIMOTHY PLANus lrgmd cp core | $270,417 | +8648.5% | 7,845 | -90.9% | 0.06% | -88.1% |
ETO | New | EATON VANCE TAX-ADVANTAGED G | $271,081 | – | 12,697 | +100.0% | 0.06% | – |
OXY | New | OCCIDENTAL PETE CORP | $266,305 | – | 4,105 | +100.0% | 0.06% | – |
SYK | New | STRYKER CORPORATION | $268,944 | – | 984 | +100.0% | 0.06% | – |
ORCL | Sell | ORACLE CORP | $260,669 | +35904.0% | 2,461 | -59.5% | 0.06% | -50.9% |
THY | Sell | NORTHERN LIGHTS FD TRtoews aglty dnym | $262,358 | +59257.0% | 12,234 | -39.1% | 0.06% | -19.7% |
ROP | Sell | ROPER TECHNOLOGIES INC | $260,074 | +93116.5% | 537 | -7.3% | 0.06% | +26.7% |
VPU | New | VANGUARD WORLD FDSutilities etf | $256,709 | – | 2,013 | +100.0% | 0.06% | – |
RNLC | Sell | FIRST TR EXCHANGE-TRADED FDlarge cp us eq | $251,367 | +15051.7% | 8,125 | -84.1% | 0.06% | -79.4% |
FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $252,302 | +118351.6% | 3,049 | +26.7% | 0.06% | +61.8% |
FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $250,077 | +97206.2% | 22,963 | +1.3% | 0.05% | +31.7% |
QCOM | Sell | QUALCOMM INC | $248,050 | +86630.8% | 2,233 | -7.0% | 0.05% | +17.4% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $250,597 | +75154.4% | 12,740 | -22.8% | 0.05% | 0.0% | |
F | Sell | FORD MTR CO DEL | $244,938 | +81819.1% | 19,721 | -0.2% | 0.05% | +10.4% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $243,179 | +26303.8% | 1,741 | -72.7% | 0.05% | -64.2% |
NFLX | Sell | NETFLIX INC | $244,307 | +55424.3% | 647 | -35.2% | 0.05% | -25.4% |
VHT | New | VANGUARD WORLD FDShealth car etf | $240,233 | – | 1,022 | +100.0% | 0.05% | – |
DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $240,928 | +91160.6% | 7,281 | -6.0% | 0.05% | +23.8% |
New | INNOVATOR ETFS TRladerd alctn pwr | $239,400 | – | 6,384 | +100.0% | 0.05% | – | |
BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $234,771 | +75147.1% | 7,047 | -22.9% | 0.05% | +2.0% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $234,135 | +94691.5% | 3,176 | -3.6% | 0.05% | +27.5% |
MMM | Buy | 3M CO | $233,991 | +95798.0% | 2,499 | +2.5% | 0.05% | +30.8% |
AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $236,016 | +52937.3% | 4,241 | -45.3% | 0.05% | -29.2% |
TRND | Sell | PACER FDS TRtrendpilot fd | $228,776 | +24007.1% | 8,106 | -75.2% | 0.05% | -67.3% |
ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $232,234 | +90263.4% | 5,733 | +2.1% | 0.05% | +22.0% |
VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $224,511 | +96256.7% | 3,368 | 0.0% | 0.05% | +32.4% | |
SCHQ | Sell | SCHWAB STRATEGIC TRlong term us | $224,009 | +7130.8% | 7,071 | -91.7% | 0.05% | -90.2% |
DGRO | New | ISHARES TRcore div grwth | $222,786 | – | 4,498 | +100.0% | 0.05% | – |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $221,827 | +16769.0% | 2,951 | -83.0% | 0.05% | -77.3% |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $219,155 | +99065.2% | 2,729 | +0.3% | 0.05% | +33.3% |
VLO | Sell | VALERO ENERGY CORP | $217,525 | +31243.7% | 1,535 | -74.1% | 0.05% | -58.0% |
CORP | Sell | PIMCO ETF TRinv grd crp bd | $216,592 | +56011.9% | 2,377 | -41.6% | 0.05% | -24.2% |
STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $215,341 | +30795.4% | 4,640 | -69.1% | 0.05% | -58.0% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $216,103 | +70291.9% | 4,518 | -28.0% | 0.05% | -4.1% |
BP | Sell | BP PLCsponsored adr | $212,728 | +89281.5% | 5,494 | -18.5% | 0.05% | +21.1% |
MCK | New | MCKESSON CORP | $211,337 | – | 486 | +100.0% | 0.05% | – |
TFC | Sell | TRUIST FINL CORP | $213,026 | +79091.8% | 7,446 | -15.9% | 0.05% | +7.0% |
DIS | Sell | DISNEY WALT CO | $207,201 | +41674.4% | 2,556 | -54.0% | 0.04% | -43.8% |
WM | Sell | WASTE MGMT INC DEL | $204,794 | +25823.3% | 1,343 | -70.5% | 0.04% | -64.6% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $206,095 | +73769.2% | 10,467 | -25.3% | 0.04% | 0.0% | |
AMD | Sell | ADVANCED MICRO DEVICES INC | $208,211 | +22097.3% | 2,025 | -75.4% | 0.04% | -70.2% |
ISRG | Buy | INTUITIVE SURGICAL INC | $206,064 | +86119.2% | 705 | +1.0% | 0.04% | +18.4% |
FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $206,939 | +96600.5% | 5,325 | 0.0% | 0.04% | +32.4% | |
HON | Sell | HONEYWELL INTL INC | $201,182 | +66516.6% | 1,089 | -25.2% | 0.04% | -10.2% |
FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $200,821 | +18391.8% | 4,108 | -80.8% | 0.04% | -74.9% |
DINT | Sell | DAVIS FUNDAMENTAL ETF TRselct intl etf | $201,294 | +51914.0% | 11,277 | -45.0% | 0.04% | -29.0% |
DTE | New | DTE ENERGY CO | $200,248 | – | 2,017 | +100.0% | 0.04% | – |
ALTL | Sell | PACER FDS TRlunt lrg cp altr | $201,108 | +18232.5% | 5,838 | -80.0% | 0.04% | -75.0% |
BIBL | Sell | NORTHERN LTS FD TR IVinspire 100 etf | $200,406 | +10042.0% | 6,411 | -89.3% | 0.04% | -86.2% |
EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $201,821 | +88418.0% | 7,639 | -9.6% | 0.04% | +18.9% |
BAUG | Sell | INNOVATOR ETFS TRus equt bufr aug | $191,128 | +93133.2% | 5,790 | -5.1% | 0.04% | +27.3% |
NXPI | New | NXP SEMICONDUCTORS N V | $186,725 | – | 934 | +100.0% | 0.04% | – |
PYPL | Sell | PAYPAL HLDGS INC | $183,623 | +61934.8% | 3,141 | -29.2% | 0.04% | -16.7% |
CSX | Sell | CSX CORP | $184,586 | +47351.4% | 6,003 | -47.4% | 0.04% | -36.5% |
BAC | Sell | BANK AMERICA CORP | $182,362 | +77172.0% | 6,660 | -18.9% | 0.04% | +5.3% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $183,249 | +35482.3% | 6,810 | -60.1% | 0.04% | -51.8% |
INFL | Sell | LISTED FD TRhorizon kinetics | $182,621 | +9017.4% | 5,999 | -90.8% | 0.04% | -87.6% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $184,722 | +48768.3% | 2,552 | -47.8% | 0.04% | -34.4% |
PSQ | Sell | PROSHARES TRshort qqq new | $183,127 | +63485.8% | 16,816 | -38.3% | 0.04% | -13.0% |
JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $177,313 | +8887.0% | 3,523 | -91.1% | 0.04% | -87.7% |
FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $181,035 | +9463.4% | 4,156 | -90.0% | 0.04% | -87.2% |
NKE | Sell | NIKE INCcl b | $179,001 | +65228.8% | 1,872 | -24.7% | 0.04% | -11.4% |
BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $174,145 | +74320.9% | 973 | -31.1% | 0.04% | 0.0% |
CCL | New | CARNIVAL CORP | $168,676 | – | 12,294 | +100.0% | 0.04% | – |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $168,965 | +16272.6% | 1,031 | -82.6% | 0.04% | -77.7% |
New | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $172,430 | – | 8,020 | +100.0% | 0.04% | – | |
BMAR | Sell | INNOVATOR ETFS TRus eqty bufr mar | $171,088 | +54735.9% | 4,709 | -43.9% | 0.04% | -26.0% |
CSCO | Sell | CISCO SYS INC | $168,809 | +65329.8% | 3,140 | -37.0% | 0.04% | -9.8% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $163,683 | +41977.9% | 1,242 | -56.9% | 0.04% | -42.9% |
PGR | New | PROGRESSIVE CORP | $166,742 | – | 1,197 | +100.0% | 0.04% | – |
SHY | Sell | ISHARES TR1 3 yr treas bd | $163,408 | +18301.8% | 2,018 | -81.6% | 0.04% | -74.8% |
SDY | New | SPDR SER TRs&p divid etf | $164,184 | – | 1,428 | +100.0% | 0.04% | – |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $163,443 | +33669.2% | 3,898 | -66.2% | 0.04% | -53.8% |
CVS | Sell | CVS HEALTH CORP | $161,090 | +49773.1% | 2,307 | -50.6% | 0.04% | -32.7% |
AEP | New | AMERICAN ELEC PWR CO INC | $162,099 | – | 2,155 | +100.0% | 0.04% | – |
FCOR | Sell | FIDELITY MERRIMACK STR TRcorp bond etf | $153,247 | +30186.0% | 3,506 | -68.3% | 0.03% | -59.3% |
SLB | Sell | SCHLUMBERGER LTD | $153,493 | +37065.4% | 2,633 | -68.7% | 0.03% | -50.0% |
New | DIMENSIONAL ETF TRUSTinternatnal val | $148,943 | – | 4,566 | +100.0% | 0.03% | – | |
IEI | Sell | ISHARES TR3 7 yr treas bd | $145,526 | +50961.8% | 1,286 | -48.1% | 0.03% | -30.4% |
DSL | New | DOUBLELINE INCOME SOLUTIONS | $147,719 | – | 12,604 | +100.0% | 0.03% | – |
TLT | Sell | ISHARES TR20 yr tr bd etf | $142,936 | +33140.9% | 1,612 | -61.4% | 0.03% | -55.1% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $142,836 | +51095.7% | 3,021 | -48.7% | 0.03% | -31.1% |
COP | New | CONOCOPHILLIPS | $142,186 | – | 1,187 | +100.0% | 0.03% | – |
SLV | Sell | ISHARES SILVER TRishares | $140,549 | +5997.6% | 6,910 | -93.7% | 0.03% | -91.6% |
ACN | New | ACCENTURE PLC IRELAND | $136,357 | – | 444 | +100.0% | 0.03% | – |
CRM | Sell | SALESFORCE INC | $134,240 | +28956.3% | 662 | -69.7% | 0.03% | -60.8% |
WWJD | Sell | NORTHERN LTS FD TR IVinspire intl etf | $132,040 | +3985.4% | 5,011 | -95.7% | 0.03% | -94.4% |
BLK | New | BLACKROCK INC | $131,912 | – | 204 | +100.0% | 0.03% | – |
FDRR | New | FIDELITY COVINGTON TRUSTdivid etf risi | $133,866 | – | 3,366 | +100.0% | 0.03% | – |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $132,585 | – | 1,745 | +100.0% | 0.03% | – |
AMAT | Sell | APPLIED MATLS INC | $131,943 | +30513.2% | 953 | -68.0% | 0.03% | -58.0% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $134,670 | +43624.0% | 5,625 | -54.9% | 0.03% | -42.0% |
CHE | New | CHEMED CORP NEW | $126,303 | – | 243 | +100.0% | 0.03% | – |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $117,100 | +40140.5% | 2,988 | -57.6% | 0.02% | -46.8% |
AMT | New | AMERICAN TOWER CORP NEW | $116,878 | – | 711 | +100.0% | 0.02% | – |
MUNI | Sell | PIMCO ETF TRinter mun bd act | $108,751 | +20151.6% | 2,172 | -79.0% | 0.02% | -72.1% |
PMAR | Sell | INNOVATOR ETFS TRus eqty pwr buf | $111,287 | +41580.5% | 3,323 | -58.0% | 0.02% | -44.2% |
BA | New | BOEING CO | $107,303 | – | 560 | +100.0% | 0.02% | – |
MUB | New | ISHARES TRnational mun etf | $101,412 | – | 989 | +100.0% | 0.02% | – |
PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $89,572 | +25131.5% | 6,255 | -73.7% | 0.02% | -66.7% |
ANTM | New | ELEVANCE HEALTH INC | $87,955 | – | 202 | +100.0% | 0.02% | – |
DG | Sell | DOLLAR GEN CORP NEW | $85,543 | +17796.0% | 809 | -71.2% | 0.02% | -75.3% |
SHW | Sell | SHERWIN WILLIAMS CO | $82,032 | +37529.4% | 322 | -60.7% | 0.02% | -48.6% |
BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $80,915 | +15550.9% | 3,304 | -84.0% | 0.02% | -78.3% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $84,096 | +36463.5% | 2,030 | -61.3% | 0.02% | -51.4% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $83,738 | +17678.8% | 250 | -81.8% | 0.02% | -76.3% |
SHV | New | ISHARES TRshort treas bd | $80,864 | – | 732 | +100.0% | 0.02% | – |
XT | Sell | ISHARES TRexponential tech | $77,858 | +22732.3% | 1,491 | -75.7% | 0.02% | -69.1% |
ASML | Sell | ASML HOLDING N V | $77,703 | +21484.2% | 132 | -73.4% | 0.02% | -70.7% |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $76,260 | +13816.1% | 5,101 | -87.3% | 0.02% | -80.7% |
KMI | Sell | KINDER MORGAN INC DEL | $76,158 | +35487.9% | 4,593 | -63.0% | 0.02% | -50.0% |
ETN | New | EATON CORP PLC | $79,553 | – | 373 | +100.0% | 0.02% | – |
PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $72,071 | +25188.1% | 9,508 | -74.0% | 0.02% | -65.2% |
IGIB | New | ISHARES TR | $73,559 | – | 1,512 | +100.0% | 0.02% | – |
IEMG | Sell | ISHARES INCcore msci emkt | $69,148 | +30908.1% | 1,453 | -67.9% | 0.02% | -58.3% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $70,379 | +5874.4% | 1,394 | -93.8% | 0.02% | -92.1% |
Sell | BONDBLOXX ETF TRUSTbloomberg one yr | $68,250 | +26664.7% | 1,372 | -73.3% | 0.02% | -63.4% | |
AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $70,857 | +4173.6% | 909 | -95.7% | 0.02% | -94.4% |
Sell | PROSHARES TRbitcoin strate | $71,025 | +2277.0% | 5,143 | -97.1% | 0.02% | -96.9% | |
DBEM | Sell | DBX ETF TRxtrack msci emrg | $65,898 | +6242.4% | 3,005 | -93.5% | 0.01% | -91.6% |
Sell | BONDBLOXX ETF TRUSTbloomberg six mn | $63,364 | +24651.6% | 1,260 | -75.3% | 0.01% | -65.9% | |
AOR | New | ISHARES TRgrwt allocat etf | $62,405 | – | 1,263 | +100.0% | 0.01% | – |
Sell | CION INVT CORP | $62,965 | +16254.5% | 5,957 | -83.9% | 0.01% | -77.4% | |
ALB | Sell | ALBEMARLE CORP | $62,065 | +6668.3% | 365 | -91.1% | 0.01% | -91.2% |
IBTF | New | ISHARES TRibonds 25 trm ts | $61,601 | – | 2,669 | +100.0% | 0.01% | – |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $59,702 | +11038.4% | 792 | -88.8% | 0.01% | -84.9% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $56,413 | +21514.2% | 546 | -77.8% | 0.01% | -71.4% |
TPSC | Sell | TIMOTHY PLANu s sm cp core | $56,785 | +10533.9% | 1,833 | -89.1% | 0.01% | -86.0% |
TPHD | New | TIMOTHY PLANhig dv stk etf | $49,593 | – | 1,620 | +100.0% | 0.01% | – |
IQV | Sell | IQVIA HLDGS INC | $48,794 | +8739.5% | 248 | -89.9% | 0.01% | -87.6% |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $51,764 | – | 752 | +100.0% | 0.01% | – |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $50,421 | +2383.8% | 1,438 | -97.4% | 0.01% | -96.6% |
IGD | New | VOYA GLBL EQTY DIV & PREM OP | $49,392 | – | 10,080 | +100.0% | 0.01% | – |
LRCX | Sell | LAM RESEARCH CORP | $52,022 | +18026.1% | 83 | -81.4% | 0.01% | -76.1% |
XLI | New | SELECT SECTOR SPDR TRindl | $46,736 | – | 461 | +100.0% | 0.01% | – |
IWV | New | ISHARES TRrussell 3000 etf | $41,255 | – | 168 | +100.0% | 0.01% | – |
GD | Sell | GENERAL DYNAMICS CORP | $41,678 | +19195.4% | 189 | -81.2% | 0.01% | -74.3% |
DHI | New | D R HORTON INC | $42,988 | – | 400 | +100.0% | 0.01% | – |
PANW | Sell | PALO ALTO NETWORKS INC | $35,166 | +3208.2% | 150 | -96.4% | 0.01% | -95.3% |
IBTE | Sell | ISHARES TRibonds 24 trm ts | $38,025 | +16725.2% | 1,595 | -83.2% | 0.01% | -77.8% |
PII | Sell | POLARIS INC | $36,345 | +6390.2% | 349 | -92.5% | 0.01% | -91.1% |
SNPS | Sell | SYNOPSYS INC | $39,012 | +6380.4% | 85 | -93.9% | 0.01% | -91.8% |
UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $31,070 | – | 1,300 | +100.0% | 0.01% | – |
XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $33,501 | – | 681 | +100.0% | 0.01% | – |
PAYX | Sell | PAYCHEX INC | $30,332 | +6272.3% | 263 | -93.8% | 0.01% | -90.9% |
STPZ | New | PIMCO ETF TR1-5 us tip idx | $32,258 | – | 644 | +100.0% | 0.01% | – |
LDUR | New | PIMCO ETF TRenhncd lw dur ac | $32,809 | – | 350 | +100.0% | 0.01% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $31,874 | – | 198 | +100.0% | 0.01% | – |
CMI | New | CUMMINS INC | $27,696 | – | 121 | +100.0% | 0.01% | – |
NOW | Sell | SERVICENOW INC | $26,271 | +6484.2% | 47 | -93.4% | 0.01% | -90.6% |
ADI | New | ANALOG DEVICES INC | $28,540 | – | 163 | +100.0% | 0.01% | – |
PLD | Sell | PROLOGIS INC. | $26,482 | +4804.1% | 236 | -94.6% | 0.01% | -93.1% |
TPIF | Sell | TIMOTHY PLANintl etf | $26,464 | +6418.2% | 1,104 | -93.1% | 0.01% | -90.8% |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $27,450 | – | 164 | +100.0% | 0.01% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $22,484 | – | 212 | +100.0% | 0.01% | – |
UNM | New | UNUM GROUP | $24,595 | – | 500 | +100.0% | 0.01% | – |
AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $20,545 | +1029.5% | 280 | -98.8% | 0.00% | -98.6% |
FANG | Sell | DIAMONDBACK ENERGY INC | $19,050 | +2333.0% | 123 | -97.9% | 0.00% | -96.8% |
FPI | Sell | FARMLAND PARTNERS INC | $16,590 | +7176.3% | 1,617 | -91.4% | 0.00% | -89.2% |
OILK | Sell | PROSHARES TRk1 fre crd oil | $20,053 | +5334.4% | 403 | -95.6% | 0.00% | -93.2% |
WST | Sell | WEST PHARMACEUTICAL SVSC INC | $20,637 | +5033.6% | 55 | -94.8% | 0.00% | -93.8% |
OKE | New | ONEOK INC NEW | $20,615 | – | 325 | +100.0% | 0.00% | – |
SHOP | Sell | SHOPIFY INCcl a | $19,318 | +6382.6% | 354 | -92.3% | 0.00% | -91.7% |
KLAC | Sell | KLA CORP | $16,512 | +1564.5% | 36 | -98.2% | 0.00% | -97.5% |
WLK | Sell | WESTLAKE CORPORATION | $12,716 | +4069.2% | 102 | -96.0% | 0.00% | -93.9% |
FTNT | New | FORTINET INC | $11,619 | – | 198 | +100.0% | 0.00% | – |
IUSB | New | ISHARES TRcore total usd | $14,426 | – | 330 | +100.0% | 0.00% | – |
FOLD | Sell | AMICUS THERAPEUTICS INC | $12,136 | +4567.7% | 998 | -95.2% | 0.00% | -92.9% |
SAIC | Sell | SCIENCE APPLICATIONS INTL CO | $11,820 | +4062.0% | 112 | -95.6% | 0.00% | -93.5% |
TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $13,759 | – | 356 | +100.0% | 0.00% | – |
URI | Sell | UNITED RENTALS INC | $14,671 | +3257.2% | 33 | -96.6% | 0.00% | -95.7% |
VEEV | Sell | VEEVA SYS INC | $13,224 | +3308.2% | 65 | -96.7% | 0.00% | -95.2% |
BG | New | BUNGE LIMITED | $13,315 | – | 123 | +100.0% | 0.00% | – |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $12,823 | +2693.7% | 7 | -96.7% | 0.00% | -95.9% |
MANH | Sell | MANHATTAN ASSOCIATES INC | $13,441 | +1817.4% | 68 | -98.1% | 0.00% | -97.3% |
MPLX | Sell | MPLX LP | $7,114 | +1827.9% | 200 | -98.2% | 0.00% | -96.6% |
USO | New | UNITED STS OIL FD LPunits | $9,784 | – | 121 | +100.0% | 0.00% | – |
PH | Sell | PARKER-HANNIFIN CORP | $8,569 | +2435.2% | 22 | -97.5% | 0.00% | -96.3% |
PCAR | Sell | PACCAR INC | $7,992 | +1016.2% | 94 | -98.9% | 0.00% | -98.3% |
GLRY | Sell | NORTHERN LTS FD TR IVinspire faith md | $11,210 | +643.9% | 444 | -99.2% | 0.00% | -99.2% |
IVOL | Sell | KRANESHARES TRquadrtc int rt | $10,650 | +1683.9% | 518 | -98.2% | 0.00% | -97.9% |
ZOM | ZOMEDICA CORP | $9,816 | +81700.0% | 58,743 | 0.0% | 0.00% | 0.0% | |
GRMN | Sell | GARMIN LTD | $8,206 | +2700.7% | 78 | -97.2% | 0.00% | -95.7% |
IGRO | Sell | ISHARES TRintl div grwth | $3,624 | +69.9% | 61 | -99.8% | 0.00% | -99.7% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,258 | +1383.6% | 18 | -98.1% | 0.00% | -97.8% |
VMC | Sell | VULCAN MATLS CO | $3,434 | +940.6% | 17 | -98.8% | 0.00% | -98.1% |
TDVG | Sell | T ROWE PRICE ETF INCprice div grwt | $6,388 | +241.8% | 199 | -99.6% | 0.00% | -99.7% |
XLC | New | SELECT SECTOR SPDR TR | $2,365 | – | 36 | +100.0% | 0.00% | – |
MSCI | Sell | MSCI INC | $2,052 | +615.0% | 4 | -99.3% | 0.00% | -100.0% |
NEOG | New | NEOGEN CORP | $1,483 | – | 80 | +100.0% | 0.00% | – |
NWL | New | NEWELL BRANDS INC | $849 | – | 94 | +100.0% | 0.00% | – |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $604 | +125.4% | 18 | -99.8% | 0.00% | -100.0% |
QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $937 | +125.2% | 9 | -99.8% | 0.00% | -100.0% |
EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $270 | – | 12 | +100.0% | 0.00% | – |
IWD | Sell | ISHARES TRrus 1000 val etf | $607 | +9.2% | 4 | -99.9% | 0.00% | -100.0% |
CMDY | Sell | ISHARES U S ETF TRbloomberg roll | $206 | -35.6% | 4 | -99.9% | 0.00% | -100.0% |
VLUE | Sell | ISHARES TRmsci usa value | $91 | -71.5% | 1 | -100.0% | 0.00% | -100.0% |
UAVS | AGEAGLE AERIAL SYS INC NEW | $1,680 | +83900.0% | 10,000 | 0.0% | 0.00% | – | |
HSY | Sell | HERSHEY CO | $1,467 | +181.0% | 7 | -99.7% | 0.00% | -100.0% |
Exit | NUTEX HEALTH INC | $0 | – | -33,000 | -100.0% | -0.00% | – | |
Exit | SAB BIOTHERAPEUTICS INC | $0 | – | -51,891 | -100.0% | -0.01% | – | |
ASRT | Exit | ASSERTIO HOLDINGS INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
Exit | FS CREDIT OPPORTUNITIES CORP | $0 | – | -11,236 | -100.0% | -0.01% | – | |
ETRN | Exit | EQUITRANS MIDSTREAM CORP | $0 | – | -10,300 | -100.0% | -0.02% | – |
OFS | Exit | OFS CAP CORP | $0 | – | -10,000 | -100.0% | -0.02% | – |
Exit | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $0 | – | -18,278 | -100.0% | -0.02% | – | |
DSKE | Exit | DASEKE INC | $0 | – | -22,470 | -100.0% | -0.03% | – |
AINV | Exit | MIDCAP FINANCIAL INVSTMNT CO | $0 | – | -14,033 | -100.0% | -0.03% | – |
LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -3,873 | -100.0% | -0.03% | – |
KOMP | Exit | SPDR SER TRs&p kensho new | $0 | – | -4,577 | -100.0% | -0.03% | – |
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -462 | -100.0% | -0.03% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -3,368 | -100.0% | -0.03% | – |
RYU | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $0 | – | -1,957 | -100.0% | -0.04% | – |
PBF | Exit | PBF ENERGY INCcl a | $0 | – | -5,400 | -100.0% | -0.04% | – |
FLQH | Exit | FRANKLIN TEMPLETON ETF TRintl cor div til | $0 | – | -8,091 | -100.0% | -0.04% | – |
FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -12,430 | -100.0% | -0.04% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -211 | -100.0% | -0.04% | – |
DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -4,126 | -100.0% | -0.04% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -2,717 | -100.0% | -0.04% | – |
GNRC | Exit | GENERAC HLDGS INC | $0 | – | -1,822 | -100.0% | -0.04% | – |
TMDX | Exit | TRANSMEDICS GROUP INC | $0 | – | -3,257 | -100.0% | -0.04% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -5,807 | -100.0% | -0.04% | – |
MMSI | Exit | MERIT MED SYS INC | $0 | – | -3,481 | -100.0% | -0.05% | – |
TCMD | Exit | TACTILE SYS TECHNOLOGY INC | $0 | – | -11,673 | -100.0% | -0.05% | – |
WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -2,080 | -100.0% | -0.05% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,214 | -100.0% | -0.05% | – |
BCI | Exit | ABRDN ETFS | $0 | – | -15,102 | -100.0% | -0.05% | – |
TXG | Exit | 10X GENOMICS INC | $0 | – | -5,569 | -100.0% | -0.05% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -7,844 | -100.0% | -0.05% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -635 | -100.0% | -0.05% | – |
ILCB | Exit | ISHARES TRmorningstr us eq | $0 | – | -5,559 | -100.0% | -0.06% | – |
OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -1,667 | -100.0% | -0.06% | – |
IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -3,130 | -100.0% | -0.06% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -4,564 | -100.0% | -0.06% | – |
XRLV | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $0 | – | -7,584 | -100.0% | -0.06% | – |
GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -7,925 | -100.0% | -0.06% | – |
MDIV | Exit | FIRST TR EXCHANGE-TRADED FDmulti asset di | $0 | – | -25,481 | -100.0% | -0.06% | – |
IBTD | Exit | ISHARES TRibonds 23 trm ts | $0 | – | -15,277 | -100.0% | -0.06% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,542 | -100.0% | -0.06% | – |
NXST | Exit | NEXSTAR MEDIA GROUP INC | $0 | – | -2,338 | -100.0% | -0.06% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -15,407 | -100.0% | -0.06% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,513 | -100.0% | -0.06% | – |
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -5,585 | -100.0% | -0.07% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,725 | -100.0% | -0.07% | – |
VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -9,247 | -100.0% | -0.07% | – |
DWLD | Exit | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $0 | – | -15,484 | -100.0% | -0.07% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -4,901 | -100.0% | -0.07% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -6,877 | -100.0% | -0.08% | – |
RNSC | Exit | FIRST TR EXCHANGE-TRADED FDsmal cp us eqt | $0 | – | -19,889 | -100.0% | -0.09% | – |
FLO | Exit | FLOWERS FOODS INC | $0 | – | -22,436 | -100.0% | -0.09% | – |
JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -12,702 | -100.0% | -0.10% | – |
IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -7,181 | -100.0% | -0.11% | – |
ONEO | Exit | SPDR SER TRrussell momentum | $0 | – | -7,364 | -100.0% | -0.12% | – |
BALT | Exit | INNOVATOR ETFS TRdefined wlt shld | $0 | – | -25,853 | -100.0% | -0.12% | – |
NUSC | Exit | NUSHARES ETF TRnuveen esg smlcp | $0 | – | -20,490 | -100.0% | -0.12% | – |
CZA | Exit | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $0 | – | -8,755 | -100.0% | -0.13% | – |
SJM | Exit | SMUCKER J M CO | $0 | – | -5,363 | -100.0% | -0.13% | – |
GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -25,198 | -100.0% | -0.13% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -14,450 | -100.0% | -0.13% | – |
PSL | Exit | INVESCO EXCHANGE TRADED FD Tdwa staples | $0 | – | -9,806 | -100.0% | -0.14% | – |
HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -27,985 | -100.0% | -0.14% | – |
BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -11,627 | -100.0% | -0.14% | – |
RNMC | Exit | FIRST TR EXCHANGE-TRADED FDmid cap us eqt | $0 | – | -33,669 | -100.0% | -0.16% | – |
HEWJ | Exit | ISHARES TRhdg msci japan | $0 | – | -29,710 | -100.0% | -0.16% | – |
IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -16,448 | -100.0% | -0.17% | – |
AVIG | Exit | AMERICAN CENTY ETF TRavantis core fi | $0 | – | -25,259 | -100.0% | -0.17% | – |
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -29,283 | -100.0% | -0.22% | – |
VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -29,125 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VictoryShares US 500 Enhanced Volatility Wtd ETF | 7 | Q3 2023 | 10.2% |
VICTORY PORTFOLIOS II | 7 | Q3 2023 | 8.5% |
First Trust Large Cap Core Alphadex | 7 | Q3 2023 | 4.3% |
SPDR SER TR | 7 | Q3 2023 | 6.3% |
APPLE INC | 7 | Q3 2023 | 2.7% |
FIRST TR VALUE LINE DIVID IN | 7 | Q3 2023 | 2.5% |
VictoryShares US 500 Volatility Weighted | 7 | Q3 2023 | 2.1% |
ISHARES TR | 7 | Q3 2023 | 2.1% |
First Trust Rising Dividend Achievers ETF | 7 | Q3 2023 | 1.8% |
WISDOMTREE TR | 7 | Q3 2023 | 1.8% |
View SILVER OAK SECURITIES, INCORPORATED's complete holdings history.
Latest filings
Type | Filed |
---|---|
X-17A-5 | 2024-04-01 |
13F-HR | 2024-02-05 |
13F-HR/A | 2023-11-20 |
13F-HR/A | 2023-10-23 |
13F-HR/A | 2023-10-20 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-05 |
X-17A-5 | 2023-03-30 |
13F-HR | 2023-02-02 |
View SILVER OAK SECURITIES, INCORPORATED'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.