$773 Million is the total value of 1834 INVESTMENT ADVISORS CO's 466 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $39,612,000 | +0.2% | 608,381 | -1.8% | 5.12% | -2.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $33,497,000 | +3.9% | 237,162 | -5.8% | 4.33% | +0.8% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $29,338,000 | +3.4% | 374,351 | -4.7% | 3.80% | +0.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $28,604,000 | +12.0% | 280,619 | -5.2% | 3.70% | +8.7% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $23,439,000 | +0.4% | 1,057,220 | +1.4% | 3.03% | -2.6% |
| AAPL | Sell | APPLE INC | $22,631,000 | -14.4% | 185,270 | -7.0% | 2.93% | -16.9% |
| MSFT | Sell | MICROSOFT CORP | $21,193,000 | -1.3% | 89,888 | -6.9% | 2.74% | -4.2% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $15,270,000 | -0.1% | 705,647 | +0.4% | 1.98% | -3.0% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $15,261,000 | +1.0% | 701,021 | +1.6% | 1.97% | -2.0% |
| AVGO | Sell | BROADCOM INC | $13,448,000 | +5.3% | 29,005 | -0.5% | 1.74% | +2.2% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $13,071,000 | +32.3% | 648,702 | +32.6% | 1.69% | +28.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $12,751,000 | -1.1% | 201,973 | -2.9% | 1.65% | -4.0% |
| CSCO | Buy | CISCO SYS INC | $12,039,000 | +18.7% | 232,818 | +2.7% | 1.56% | +15.2% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $11,771,000 | +25.5% | 455,341 | +26.0% | 1.52% | +21.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $11,415,000 | +0.0% | 30,679 | -5.7% | 1.48% | -2.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $11,327,000 | +8.1% | 74,408 | -9.8% | 1.46% | +4.9% |
| DOW | Sell | DOW INC | $11,145,000 | +5.8% | 174,299 | -8.1% | 1.44% | +2.7% |
| PFE | Sell | PFIZER INC | $11,053,000 | -2.3% | 305,079 | -0.7% | 1.43% | -5.2% |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $11,048,000 | +67.9% | 530,885 | +66.0% | 1.43% | +62.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $10,707,000 | -1.9% | 65,150 | -6.0% | 1.38% | -4.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $10,629,000 | +14870.4% | 30,155 | +16025.7% | 1.38% | +15177.8% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $10,343,000 | -29.0% | 80,662 | -36.8% | 1.34% | -31.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $10,125,000 | +2.4% | 174,115 | +3.5% | 1.31% | -0.6% |
| CVS | Sell | CVS HEALTH CORP | $10,085,000 | +6.4% | 134,060 | -3.4% | 1.30% | +3.3% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $9,923,000 | -9.2% | 98,505 | -26.7% | 1.28% | -11.9% |
| GLD | Sell | SPDR GOLD TR | $9,850,000 | -15.0% | 61,579 | -5.2% | 1.27% | -17.5% |
| KO | Buy | COCA COLA CO | $9,843,000 | +3.4% | 186,734 | +7.5% | 1.27% | +0.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $9,688,000 | +2539.8% | 56,282 | +2340.7% | 1.25% | +2457.1% |
| ABBV | Buy | ABBVIE INC | $9,275,000 | +9.1% | 85,702 | +8.0% | 1.20% | +5.8% |
| T | Sell | AT&T INC | $9,255,000 | +5.1% | 305,734 | -0.2% | 1.20% | +2.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $9,207,000 | +15.0% | 415,661 | +17.5% | 1.19% | +11.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,749,000 | +2.9% | 23,678 | -1.2% | 1.13% | -0.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,571,000 | +34.4% | 164,677 | +29.4% | 1.11% | +30.5% |
| SO | Buy | SOUTHERN CO | $8,554,000 | +5.6% | 137,618 | +4.3% | 1.11% | +2.5% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $8,473,000 | -29.6% | 400,979 | -29.3% | 1.10% | -31.6% |
| FEMB | Buy | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $7,854,000 | -4.6% | 228,371 | +5.6% | 1.02% | -7.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,825,000 | +15.6% | 3,794 | -1.7% | 1.01% | +12.2% |
| SDY | Sell | SPDR SER TRs&p divid etf | $7,785,000 | +8.4% | 65,961 | -2.7% | 1.01% | +5.1% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $7,599,000 | +12.6% | 356,600 | +15.8% | 0.98% | +9.2% |
| WMT | Buy | WALMART INC | $7,405,000 | +304.2% | 54,515 | +329.0% | 0.96% | +292.6% |
| AMZN | Buy | AMAZON COM INC | $7,169,000 | +3.8% | 2,317 | +9.3% | 0.93% | +0.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $7,126,000 | +11.9% | 50,382 | -4.3% | 0.92% | +8.6% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $6,906,000 | -43.8% | 115,154 | -43.8% | 0.89% | -45.5% |
| C | Buy | CITIGROUP INC | $6,860,000 | +19.8% | 94,301 | +1.6% | 0.89% | +16.3% |
| MO | Sell | ALTRIA GROUP INC | $6,803,000 | +16.3% | 132,980 | -6.8% | 0.88% | +12.8% |
| BAC | Buy | BK OF AMERICA CORP | $6,253,000 | +33.4% | 161,621 | +4.5% | 0.81% | +29.4% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $6,136,000 | +52.1% | 283,955 | +57.6% | 0.79% | +47.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,120,000 | +1.7% | 15,384 | -4.0% | 0.79% | -1.2% |
| CVX | Buy | CHEVRON CORP NEW | $5,889,000 | +25.2% | 56,196 | +0.9% | 0.76% | +21.5% |
| MDT | Buy | MEDTRONIC PLC | $5,466,000 | +3.4% | 46,272 | +2.6% | 0.71% | +0.4% |
| LOW | Sell | LOWES COS INC | $5,327,000 | +11.0% | 28,011 | -6.3% | 0.69% | +7.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,953,000 | -49.4% | 42,427 | -50.8% | 0.64% | -50.8% |
| WM | Sell | WASTE MGMT INC DEL | $4,822,000 | +8.9% | 37,371 | -0.4% | 0.62% | +5.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,771,000 | -52.2% | 19,630 | -52.6% | 0.62% | -53.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $4,262,000 | -30.1% | 14,171 | -33.4% | 0.55% | -32.2% |
| MS | Sell | MORGAN STANLEY | $4,210,000 | +8.3% | 54,208 | -4.5% | 0.54% | +5.2% |
| XLC | Buy | SELECT SECTOR SPDR TR | $4,004,000 | +26.1% | 54,611 | +16.1% | 0.52% | +22.5% |
| MMM | Buy | 3M CO | $3,980,000 | +231.1% | 20,658 | +200.5% | 0.52% | +221.9% |
| NLOK | Sell | NORTONLIFELOCK INC | $3,834,000 | -1.0% | 180,318 | -3.2% | 0.50% | -3.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $3,386,000 | +10.0% | 22,345 | -0.7% | 0.44% | +6.8% |
| NVDA | Buy | NVIDIA CORPORATION | $3,044,000 | +267.6% | 5,702 | +259.7% | 0.39% | +258.2% |
| MCD | Buy | MCDONALDS CORP | $3,034,000 | +1372.8% | 13,534 | +1312.7% | 0.39% | +1355.6% |
| NFLX | Buy | NETFLIX INC | $2,964,000 | +411.9% | 5,681 | +430.9% | 0.38% | +397.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,964,000 | -1.1% | 22,314 | -3.2% | 0.38% | -4.0% |
| HD | Sell | HOME DEPOT INC | $2,927,000 | +12.6% | 9,587 | -2.0% | 0.38% | +9.5% |
| UNP | Sell | UNION PAC CORP | $2,914,000 | -19.7% | 13,220 | -24.1% | 0.38% | -22.1% |
| FB | Buy | FACEBOOK INCcl a | $2,681,000 | +1373.1% | 9,103 | +1268.9% | 0.35% | +1345.8% |
| GM | Buy | GENERAL MTRS CO | $2,613,000 | +65225.0% | 45,474 | +43208.6% | 0.34% | +33700.0% |
| CRM | Buy | SALESFORCE COM INC | $2,528,000 | +2618.3% | 11,933 | +2761.6% | 0.33% | +2625.0% |
| PSK | Sell | SPDR SER TRwells fg pfd etf | $2,322,000 | -3.5% | 53,469 | -1.3% | 0.30% | -6.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,228,000 | -3.8% | 5,623 | -9.2% | 0.29% | -6.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,202,000 | +7.5% | 8,461 | -5.1% | 0.28% | +4.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,125,000 | +8.8% | 23,941 | +1.5% | 0.28% | +5.8% |
| XOM | Sell | EXXON MOBIL CORP | $2,061,000 | -8.8% | 36,921 | -32.6% | 0.27% | -11.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,992,000 | +10.7% | 4,185 | -2.3% | 0.26% | +7.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,979,000 | +13.2% | 30,906 | +10.8% | 0.26% | +9.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,971,000 | -3.5% | 14,556 | -0.9% | 0.26% | -6.2% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,948,000 | – | 24,811 | +100.0% | 0.25% | – |
| IGSB | Sell | ISHARES TR | $1,850,000 | -4.9% | 33,840 | -4.0% | 0.24% | -7.7% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,841,000 | +552.8% | 37,848 | +555.0% | 0.24% | +526.3% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,787,000 | -40.8% | 17,787 | -40.6% | 0.23% | -42.7% |
| SBUX | Sell | STARBUCKS CORP | $1,677,000 | -79.0% | 15,347 | -79.5% | 0.22% | -79.6% |
| GIS | Sell | GENERAL MLS INC | $1,618,000 | -67.4% | 26,393 | -68.7% | 0.21% | -68.4% |
| MRK | Sell | MERCK & CO. INC | $1,601,000 | -23.2% | 20,765 | -18.5% | 0.21% | -25.5% |
| IGIB | Sell | ISHARES TR | $1,554,000 | -27.0% | 26,242 | -23.8% | 0.20% | -29.2% |
| ABT | ABBOTT LABS | $1,535,000 | +9.5% | 12,807 | 0.0% | 0.20% | +6.4% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,436,000 | +5.0% | 6,500 | -6.8% | 0.19% | +2.2% |
| HON | Sell | HONEYWELL INTL INC | $1,319,000 | +1.2% | 6,078 | -0.8% | 0.17% | -1.7% |
| WTM | WHITE MTNS INS GROUP LTD | $1,311,000 | +11.4% | 1,176 | 0.0% | 0.17% | +8.3% | |
| PEP | Sell | PEPSICO INC | $1,222,000 | -14.8% | 8,642 | -10.6% | 0.16% | -17.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,120,000 | -10.9% | 10,320 | -24.5% | 0.14% | -13.7% |
| SYY | Sell | SYSCO CORP | $1,067,000 | +2.6% | 13,552 | -3.2% | 0.14% | -0.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,055,000 | +5.2% | 11,482 | -2.8% | 0.14% | +1.5% |
| LLY | Sell | LILLY ELI & CO | $1,015,000 | +7.2% | 5,434 | -3.1% | 0.13% | +4.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $993,000 | -30.4% | 13,084 | -33.1% | 0.13% | -32.6% |
| USRT | Sell | ISHARES TRcre u s reit etf | $985,000 | -0.4% | 18,791 | -8.0% | 0.13% | -3.8% |
| INTC | Sell | INTEL CORP | $945,000 | -87.6% | 14,761 | -90.3% | 0.12% | -87.9% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $945,000 | +128.3% | 41,445 | +109.7% | 0.12% | +121.8% |
| TGT | Sell | TARGET CORP | $919,000 | +7.6% | 4,640 | -4.1% | 0.12% | +4.4% |
| V | Buy | VISA INC | $904,000 | +91.1% | 4,269 | +97.4% | 0.12% | +85.7% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $900,000 | -0.2% | 9,832 | -0.3% | 0.12% | -3.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $869,000 | +31.7% | 8,999 | +24.8% | 0.11% | +27.3% |
| MDLZ | MONDELEZ INTL INCcl a | $856,000 | +0.1% | 14,621 | 0.0% | 0.11% | -2.6% | |
| IP | Buy | INTERNATIONAL PAPER CO | $842,000 | +197.5% | 15,577 | +173.7% | 0.11% | +186.8% |
| APD | AIR PRODS & CHEMS INC | $803,000 | +2.9% | 2,855 | 0.0% | 0.10% | 0.0% | |
| ICF | Buy | ISHARES TRcohen steer reit | $797,000 | +10.4% | 13,779 | +2.8% | 0.10% | +7.3% |
| TOLZ | Buy | PROSHARES TRdj brkfld glb | $790,000 | +68.4% | 18,168 | +59.0% | 0.10% | +61.9% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $781,000 | +113.4% | 17,054 | +111.9% | 0.10% | +106.1% |
| VOO | Sell | VANGUARD INDEX FDS | $761,000 | +1.7% | 2,090 | -3.9% | 0.10% | -2.0% |
| SHW | SHERWIN WILLIAMS CO | $738,000 | +0.4% | 1,000 | 0.0% | 0.10% | -3.1% | |
| BK | BANK NEW YORK MELLON CORP | $709,000 | +11.3% | 15,000 | 0.0% | 0.09% | +8.2% | |
| DGRO | Sell | ISHARES TRcore div grwth | $677,000 | +3.0% | 14,022 | -4.4% | 0.09% | 0.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $669,000 | -5.8% | 5,145 | +0.1% | 0.09% | -8.4% |
| EFV | Sell | ISHARES TReafe value etf | $662,000 | -42.0% | 12,987 | -46.3% | 0.09% | -43.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $665,000 | +47.1% | 4,783 | +42.8% | 0.09% | +43.3% |
| BA | Sell | BOEING CO | $628,000 | -10.4% | 2,467 | -24.7% | 0.08% | -12.9% |
| HDV | ISHARES TRcore high dv etf | $607,000 | +8.4% | 6,392 | 0.0% | 0.08% | +5.3% | |
| BCI | Buy | ETFS TR | $597,000 | +10.1% | 25,650 | +3.7% | 0.08% | +6.9% |
| USCI | Sell | UNITED STS COMMODITY INDEX F | $597,000 | +2.4% | 16,750 | -6.2% | 0.08% | -1.3% |
| EMR | Sell | EMERSON ELEC CO | $584,000 | +9.0% | 6,475 | -3.0% | 0.08% | +7.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $582,000 | -1.5% | 6,218 | -3.1% | 0.08% | -5.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $557,000 | +3.9% | 6,082 | -2.2% | 0.07% | +1.4% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $555,000 | -3.1% | 4,830 | -0.8% | 0.07% | -5.3% |
| SYK | STRYKER CORPORATION | $548,000 | -0.5% | 2,250 | 0.0% | 0.07% | -2.7% | |
| LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $547,000 | -0.7% | 10,706 | 0.0% | 0.07% | -2.7% | |
| KMI | Sell | KINDER MORGAN INC DEL | $525,000 | +16.4% | 31,508 | -4.5% | 0.07% | +13.3% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $529,000 | -7.5% | 10,336 | -2.9% | 0.07% | -10.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $522,000 | +43.0% | 10,630 | +10.4% | 0.07% | +38.8% |
| STWD | Buy | STARWOOD PPTY TR INC | $507,000 | +34.5% | 20,487 | +4.8% | 0.07% | +32.0% |
| VLO | Sell | VALERO ENERGY CORP | $508,000 | +19.8% | 7,100 | -5.3% | 0.07% | +15.8% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $500,000 | +9.2% | 33,300 | +11.0% | 0.06% | +6.6% |
| QCOM | Sell | QUALCOMM INC | $468,000 | -20.7% | 3,533 | -8.7% | 0.06% | -22.8% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $455,000 | -38.1% | 1,406 | -41.8% | 0.06% | -39.8% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $456,000 | +14.6% | 14,642 | -2.2% | 0.06% | +11.3% |
| SJM | Sell | SMUCKER J M CO | $448,000 | -18.5% | 3,541 | -25.6% | 0.06% | -20.5% |
| D | Buy | DOMINION ENERGY INC | $445,000 | +122.5% | 5,861 | +120.9% | 0.06% | +114.8% |
| FDL | FIRST TR MORNINGSTAR DIVID L | $427,000 | +10.6% | 13,039 | 0.0% | 0.06% | +7.8% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $410,000 | -13.5% | 1,984 | -18.5% | 0.05% | -15.9% |
| GBF | ISHARES TRgov/cred bd etf | $408,000 | -4.9% | 3,406 | 0.0% | 0.05% | -7.0% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $405,000 | +12.2% | 196 | -4.9% | 0.05% | +8.3% |
| KHC | Buy | KRAFT HEINZ CO | $400,000 | +19.8% | 10,000 | +3.8% | 0.05% | +15.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $386,000 | +10.9% | 1 | 0.0% | 0.05% | +8.7% | |
| BX | Buy | BLACKSTONE GROUP INC | $386,000 | +83.8% | 5,177 | +59.8% | 0.05% | +78.6% |
| CAT | Sell | CATERPILLAR INC | $385,000 | +4.3% | 1,659 | -18.2% | 0.05% | +2.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $387,000 | -44.2% | 2,901 | -47.4% | 0.05% | -46.2% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $380,000 | +4.7% | 7,043 | -4.0% | 0.05% | +2.1% |
| EXAS | Buy | EXACT SCIENCES CORP | $369,000 | +114.5% | 2,800 | +115.4% | 0.05% | +108.7% |
| BLK | Sell | BLACKROCK INC | $361,000 | -73.6% | 479 | -74.7% | 0.05% | -74.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $366,000 | +16.6% | 1,433 | +5.9% | 0.05% | +11.9% |
| ILMN | Buy | ILLUMINA INC | $355,000 | +1768.4% | 924 | +1676.9% | 0.05% | +1433.3% |
| DTH | WISDOMTREE TRitl high div fd | $357,000 | +5.0% | 9,070 | 0.0% | 0.05% | +2.2% | |
| PCEF | INVESCO EXCH TRADED FD TR II | $350,000 | +3.6% | 15,054 | 0.0% | 0.04% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $349,000 | +12.2% | 15,850 | 0.0% | 0.04% | +9.8% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $336,000 | -25.2% | 2,001 | -28.3% | 0.04% | -28.3% |
| NEE | Buy | NEXTERA ENERGY INC | $330,000 | -0.6% | 4,367 | +1.6% | 0.04% | -2.3% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $327,000 | +2.2% | 7,538 | 0.0% | 0.04% | -2.3% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $321,000 | -2.1% | 6,656 | 0.0% | 0.04% | -4.5% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $326,000 | +16.8% | 2,043 | -3.5% | 0.04% | +13.5% |
| DIS | Sell | DISNEY WALT CO | $328,000 | -94.5% | 1,780 | -94.6% | 0.04% | -94.8% |
| TLT | ISHARES TR20 yr tr bd etf | $310,000 | -14.1% | 2,289 | 0.0% | 0.04% | -16.7% | |
| SLV | Sell | ISHARES SILVER TRishares | $306,000 | -21.7% | 13,500 | -15.1% | 0.04% | -23.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $299,000 | -45.4% | 5,600 | -47.2% | 0.04% | -46.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $302,000 | -20.1% | 843 | -21.1% | 0.04% | -22.0% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $290,000 | -61.0% | 5,711 | -61.0% | 0.04% | -61.6% |
| FHN | FIRST HORIZON CORPORATION | $284,000 | +32.7% | 16,800 | 0.0% | 0.04% | +27.6% | |
| FISV | Sell | FISERV INC | $283,000 | +2.9% | 2,374 | -1.7% | 0.04% | 0.0% |
| CWB | SPDR SER TRblmbrg brc cnvrt | $278,000 | +0.7% | 3,339 | 0.0% | 0.04% | -2.7% | |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $275,000 | +1.1% | 14,208 | +0.1% | 0.04% | 0.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $274,000 | +21.8% | 6,783 | +4.8% | 0.04% | +16.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $268,000 | -89.6% | 2,455 | -90.8% | 0.04% | -89.8% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $261,000 | +13.0% | 7,200 | +15.8% | 0.03% | +9.7% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $258,000 | -4.8% | 2,374 | +1.5% | 0.03% | -8.3% |
| PPG | PPG INDS INC | $256,000 | +4.1% | 1,707 | 0.0% | 0.03% | 0.0% | |
| ENB | ENBRIDGE INC | $256,000 | +13.8% | 7,023 | 0.0% | 0.03% | +10.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $258,000 | +61.2% | 2,778 | +61.7% | 0.03% | +57.1% |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $255,000 | +4.5% | 18,930 | 0.0% | 0.03% | 0.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $245,000 | +51.2% | 1,399 | +28.8% | 0.03% | +45.5% |
| WFC | Sell | WELLS FARGO CO NEW | $245,000 | +27.6% | 6,264 | -1.6% | 0.03% | +23.1% |
| PANW | New | PALO ALTO NETWORKS INC | $246,000 | – | 765 | +100.0% | 0.03% | – |
| GE | GENERAL ELECTRIC CO | $246,000 | +21.8% | 18,700 | 0.0% | 0.03% | +18.5% | |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $251,000 | -7.0% | 760 | -7.8% | 0.03% | -11.1% |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $243,000 | +2.1% | 28,200 | 0.0% | 0.03% | -3.1% | |
| GILD | Buy | GILEAD SCIENCES INC | $237,000 | +196.2% | 3,660 | +166.2% | 0.03% | +181.8% |
| VIAC | Sell | VIACOMCBS INCcl b | $238,000 | -84.7% | 5,271 | -87.3% | 0.03% | -85.0% |
| AGNC | AGNC INVT CORP | $229,000 | +7.5% | 13,650 | 0.0% | 0.03% | +7.1% | |
| MPC | MARATHON PETE CORP | $235,000 | +29.1% | 4,400 | 0.0% | 0.03% | +25.0% | |
| NKE | Sell | NIKE INCcl b | $226,000 | -22.3% | 1,698 | -17.6% | 0.03% | -25.6% |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $225,000 | +1.4% | 3,614 | 0.0% | 0.03% | -3.3% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $224,000 | +4.7% | 3,028 | -2.9% | 0.03% | 0.0% |
| K | KELLOGG CO | $219,000 | +1.4% | 3,465 | 0.0% | 0.03% | -3.4% | |
| FIS | FIDELITY NATL INFORMATION SV | $206,000 | -0.5% | 1,462 | 0.0% | 0.03% | -3.6% | |
| ITA | Sell | ISHARES TRus aer def etf | $208,000 | +5.6% | 1,997 | -4.1% | 0.03% | +3.8% |
| ABNB | Buy | AIRBNB INC | $206,000 | +202.9% | 1,095 | +138.0% | 0.03% | +200.0% |
| SNV | SYNOVUS FINL CORP | $210,000 | +40.9% | 4,590 | 0.0% | 0.03% | +35.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $207,000 | +6.7% | 1,100 | 0.0% | 0.03% | +3.8% | |
| DVYE | Sell | ISHARES INCem mkts div etf | $198,000 | +0.5% | 5,041 | -4.5% | 0.03% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $200,000 | +53.8% | 420 | +61.5% | 0.03% | +52.9% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $199,000 | -4.3% | 2,354 | 0.0% | 0.03% | -7.1% | |
| REM | ISHARES TRmortge rel etf | $204,000 | +10.9% | 5,787 | 0.0% | 0.03% | +4.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $198,000 | +50.0% | 3,600 | +8.6% | 0.03% | +44.4% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $191,000 | +7.9% | 2,472 | 0.0% | 0.02% | +4.2% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $192,000 | +12.9% | 2,221 | +13.0% | 0.02% | +8.7% |
| COP | CONOCOPHILLIPS | $192,000 | +32.4% | 3,616 | 0.0% | 0.02% | +31.6% | |
| TRV | TRAVELERS COMPANIES INC | $185,000 | +7.6% | 1,227 | 0.0% | 0.02% | +4.3% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $183,000 | +14.4% | 2,175 | 0.0% | 0.02% | +14.3% | |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $188,000 | +13.3% | 4,877 | -3.2% | 0.02% | +9.1% |
| ARCC | ARES CAPITAL CORP | $183,000 | +10.2% | 9,800 | 0.0% | 0.02% | +9.1% | |
| AXON | AXON ENTERPRISE INC | $176,000 | +16.6% | 1,235 | 0.0% | 0.02% | +15.0% | |
| MRNA | Buy | MODERNA INC | $174,000 | +148.6% | 1,325 | +97.8% | 0.02% | +155.6% |
| CSX | CSX CORP | $163,000 | +6.5% | 1,687 | 0.0% | 0.02% | +5.0% | |
| AGG | ISHARES TRcore us aggbd et | $162,000 | -4.1% | 1,427 | 0.0% | 0.02% | -8.7% | |
| BP | Sell | BP PLCsponsored adr | $164,000 | -57.1% | 6,750 | -63.7% | 0.02% | -58.8% |
| F | New | FORD MTR CO DEL | $159,000 | – | 13,000 | +100.0% | 0.02% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $156,000 | -1.9% | 342 | 0.0% | 0.02% | -4.8% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $155,000 | +761.1% | 1,963 | +685.2% | 0.02% | +900.0% |
| SPSB | Sell | SPDR SER TRportfolio short | $153,000 | -17.3% | 4,887 | -17.1% | 0.02% | -20.0% |
| TSLA | TESLA INC | $150,000 | -5.7% | 225 | 0.0% | 0.02% | -9.5% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $144,000 | 0.0% | 2,900 | 0.0% | 0.02% | 0.0% | |
| FBIZ | Buy | FIRST BUS FINL SVCS INC WIS | $148,000 | +35.8% | 5,989 | +0.8% | 0.02% | +26.7% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $138,000 | -0.7% | 1,674 | 0.0% | 0.02% | -5.3% | |
| KRE | Buy | SPDR SER TRs&p regl bkg | $136,000 | +30.8% | 2,055 | +3.0% | 0.02% | +28.6% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $133,000 | -55.2% | 2,575 | -54.4% | 0.02% | -57.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $135,000 | -52.6% | 524 | -53.3% | 0.02% | -55.3% |
| HROW | New | HARROW HEALTH INC | $133,000 | – | 19,770 | +100.0% | 0.02% | – |
| CLX | Buy | CLOROX CO DEL | $132,000 | +11.9% | 684 | +17.1% | 0.02% | +6.2% |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $132,000 | +14.8% | 5,237 | 0.0% | 0.02% | +13.3% | |
| DHS | Buy | WISDOMTREE TRus high dividend | $135,000 | +77.6% | 1,773 | +62.2% | 0.02% | +70.0% |
| CL | COLGATE PALMOLIVE CO | $125,000 | -7.4% | 1,580 | 0.0% | 0.02% | -11.1% | |
| ANTM | ANTHEM INC | $122,000 | +11.9% | 341 | 0.0% | 0.02% | +6.7% | |
| USB | US BANCORP DEL | $110,000 | +18.3% | 1,993 | 0.0% | 0.01% | +16.7% | |
| NCR | NCR CORP NEW | $109,000 | +0.9% | 2,885 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP | $112,000 | +7.7% | 1,600 | 0.0% | 0.01% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $99,000 | +13.8% | 2,900 | -2.1% | 0.01% | +8.3% |
| OPK | Buy | OPKO HEALTH INC | $100,000 | +426.3% | 23,200 | +393.6% | 0.01% | +333.3% |
| GGG | GRACO INC | $97,000 | -1.0% | 1,350 | 0.0% | 0.01% | 0.0% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $99,000 | -41.1% | 974 | -40.5% | 0.01% | -40.9% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $99,000 | +12.5% | 736 | -0.5% | 0.01% | +8.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $102,000 | -2.9% | 600 | -4.0% | 0.01% | -7.1% |
| CARR | CARRIER GLOBAL CORPORATION | $91,000 | +12.3% | 2,150 | 0.0% | 0.01% | +9.1% | |
| GRMN | GARMIN LTD | $92,000 | +9.5% | 700 | 0.0% | 0.01% | +9.1% | |
| GS | GOLDMAN SACHS GROUP INC | $83,000 | +23.9% | 255 | 0.0% | 0.01% | +22.2% | |
| NSC | NORFOLK SOUTHN CORP | $85,000 | +13.3% | 316 | 0.0% | 0.01% | +10.0% | |
| WWD | Sell | WOODWARD INC | $83,000 | -15.3% | 688 | -14.9% | 0.01% | -15.4% |
| ROK | ROCKWELL AUTOMATION INC | $85,000 | +6.2% | 320 | 0.0% | 0.01% | 0.0% | |
| REVG | REV GROUP INC | $79,000 | +119.4% | 4,125 | 0.0% | 0.01% | +100.0% | |
| MGEE | MGE ENERGY INC | $76,000 | +1.3% | 1,068 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $78,000 | +4.0% | 530 | 0.0% | 0.01% | 0.0% | |
| XLNX | Buy | XILINX INC | $74,000 | +428.6% | 600 | +500.0% | 0.01% | +400.0% |
| STAG | STAG INDL INC | $76,000 | +7.0% | 2,270 | 0.0% | 0.01% | +11.1% | |
| DE | DEERE & CO | $75,000 | +38.9% | 200 | 0.0% | 0.01% | +42.9% | |
| JCI | JOHNSON CTLS INTL PLC | $76,000 | +28.8% | 1,276 | 0.0% | 0.01% | +25.0% | |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $77,000 | – | 2,000 | +100.0% | 0.01% | – |
| OTIS | OTIS WORLDWIDE CORP | $74,000 | +1.4% | 1,075 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $74,000 | +51.0% | 925 | 0.0% | 0.01% | +42.9% | |
| HEP | New | HOLLY ENERGY PARTNERS L P | $73,000 | – | 3,800 | +100.0% | 0.01% | – |
| VTV | VANGUARD INDEX FDSvalue etf | $67,000 | +9.8% | 513 | 0.0% | 0.01% | +12.5% | |
| FITB | FIFTH THIRD BANCORP | $65,000 | +35.4% | 1,740 | 0.0% | 0.01% | +33.3% | |
| MSI | MOTOROLA SOLUTIONS INC | $60,000 | +11.1% | 317 | 0.0% | 0.01% | +14.3% | |
| AEP | AMERICAN ELEC PWR CO INC | $62,000 | +1.6% | 738 | 0.0% | 0.01% | 0.0% | |
| ITB | Buy | ISHARES TRus home cons etf | $61,000 | +45.2% | 894 | +19.0% | 0.01% | +33.3% |
| FDX | Buy | FEDEX CORP | $56,000 | +124.0% | 197 | +103.1% | 0.01% | +133.3% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $52,000 | -7.1% | 1,214 | -1.6% | 0.01% | 0.0% |
| PSCH | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $53,000 | -58.6% | 289 | -61.7% | 0.01% | -58.8% |
| IEFA | ISHARES TRcore msci eafe | $54,000 | +3.8% | 750 | 0.0% | 0.01% | 0.0% | |
| ETN | EATON CORP PLC | $55,000 | +14.6% | 400 | 0.0% | 0.01% | +16.7% | |
| O | REALTY INCOME CORP | $57,000 | +1.8% | 893 | 0.0% | 0.01% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $45,000 | +12.5% | 1,150 | 0.0% | 0.01% | +20.0% | |
| PFF | ISHARES TRpfd and incm sec | $47,000 | 0.0% | 1,215 | 0.0% | 0.01% | 0.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $46,000 | -11.5% | 191 | -14.7% | 0.01% | -14.3% |
| IBMJ | ISHARES TRibonds dec2021 | $44,000 | -2.2% | 1,730 | 0.0% | 0.01% | 0.0% | |
| TWTR | New | TWITTER INC | $47,000 | – | 735 | +100.0% | 0.01% | – |
| AMGN | AMGEN INC | $46,000 | +7.0% | 186 | 0.0% | 0.01% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $46,000 | +12.2% | 4,075 | 0.0% | 0.01% | +20.0% | |
| MTZ | New | MASTEC INC | $47,000 | – | 500 | +100.0% | 0.01% | – |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $46,000 | +100.0% | 830 | +74.4% | 0.01% | +100.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $49,000 | -36.4% | 718 | -36.8% | 0.01% | -40.0% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $38,000 | +8.6% | 114 | 0.0% | 0.01% | 0.0% | |
| DTD | WISDOMTREE TRus total dividnd | $36,000 | +5.9% | 320 | 0.0% | 0.01% | 0.0% | |
| MP | MP MATERIALS CORP | $37,000 | +12.1% | 1,035 | 0.0% | 0.01% | +25.0% | |
| BIIB | BIOGEN INC | $35,000 | +12.9% | 125 | 0.0% | 0.01% | +25.0% | |
| EBC | Sell | EASTERN BANKSHARES INC | $42,000 | -38.2% | 2,165 | -48.0% | 0.01% | -44.4% |
| AUPH | New | AURINIA PHARMACEUTICALS INC | $39,000 | – | 3,000 | +100.0% | 0.01% | – |
| IBMM | ISHARES TRibonds dec | $42,000 | 0.0% | 1,565 | 0.0% | 0.01% | -16.7% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $35,000 | -31.4% | 353 | -39.0% | 0.01% | -28.6% |
| IRBT | IROBOT CORP | $37,000 | +54.2% | 300 | 0.0% | 0.01% | +66.7% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $39,000 | +5.4% | 1,016 | 0.0% | 0.01% | 0.0% | |
| WGO | WINNEBAGO INDS INC | $41,000 | +28.1% | 535 | 0.0% | 0.01% | +25.0% | |
| SQQQ | PROSHARES TRultrapro sht qqq | $34,000 | -12.8% | 2,600 | 0.0% | 0.00% | -20.0% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $28,000 | +7.7% | 920 | 0.0% | 0.00% | +33.3% | |
| WTRG | ESSENTIAL UTILS INC | $31,000 | -6.1% | 696 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $31,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $33,000 | +10.0% | 231 | 0.0% | 0.00% | 0.0% | |
| ROKU | Buy | ROKU INC | $33,000 | +94.1% | 100 | +100.0% | 0.00% | +100.0% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $33,000 | +3.1% | 633 | 0.0% | 0.00% | 0.0% | |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $28,000 | +180.0% | 702 | +129.4% | 0.00% | +300.0% |
| GNRC | New | GENERAC HLDGS INC | $33,000 | – | 100 | +100.0% | 0.00% | – |
| IBML | ISHARES TRibonds dec2023 | $31,000 | 0.0% | 1,195 | 0.0% | 0.00% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $29,000 | -3.3% | 810 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $32,000 | +6.7% | 250 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $27,000 | -3.6% | 43 | 0.0% | 0.00% | -25.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $21,000 | -4.5% | 233 | 0.0% | 0.00% | 0.0% | |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $20,000 | – | 700 | +100.0% | 0.00% | – |
| BKH | BLACK HILLS CORP | $22,000 | +10.0% | 325 | 0.0% | 0.00% | 0.0% | |
| COF | New | CAPITAL ONE FINL CORP | $20,000 | – | 160 | +100.0% | 0.00% | – |
| DDOG | Buy | DATADOG INC | $25,000 | +25.0% | 300 | +50.0% | 0.00% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $21,000 | 0.0% | 432 | -17.6% | 0.00% | 0.0% |
| DBI | New | DESIGNER BRANDS INCcl a | $23,000 | – | 1,345 | +100.0% | 0.00% | – |
| DKNG | Buy | DRAFTKINGS INC | $21,000 | +133.3% | 350 | +89.2% | 0.00% | +200.0% |
| EBIX | New | EBIX INC | $22,000 | – | 700 | +100.0% | 0.00% | – |
| FMBI | FIRST MIDWEST BANCORP DEL | $26,000 | +36.8% | 1,200 | 0.0% | 0.00% | 0.0% | |
| FUBO | New | FUBOTV INC | $24,000 | – | 1,100 | +100.0% | 0.00% | – |
| GBDC | Buy | GOLUB CAP BDC INC | $24,000 | +9.1% | 1,621 | +2.8% | 0.00% | 0.0% |
| HPQ | HP INC | $26,000 | +30.0% | 822 | 0.0% | 0.00% | 0.0% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $25,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $20,000 | – | 143 | +100.0% | 0.00% | – |
| SLQD | ISHARES TR0-5yr invt gr cp | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| IBMK | ISHARES TRibonds dec2022 | $25,000 | 0.0% | 935 | 0.0% | 0.00% | 0.0% | |
| BBCA | Buy | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $20,000 | +5.3% | 692 | +0.3% | 0.00% | 0.0% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $26,000 | – | 1,100 | +100.0% | 0.00% | – |
| UTG | REAVES UTIL INCOME FD | $27,000 | +3.8% | 808 | 0.0% | 0.00% | 0.0% | |
| AOS | Sell | SMITH A O CORP | $24,000 | -95.9% | 362 | -96.6% | 0.00% | -96.2% |
| SAVE | New | SPIRIT AIRLS INC | $24,000 | – | 645 | +100.0% | 0.00% | – |
| TMUS | Buy | T-MOBILE US INC | $21,000 | +950.0% | 170 | +1316.7% | 0.00% | – |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $21,000 | -59.6% | 100 | -60.8% | 0.00% | -57.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $24,000 | -22.6% | 111 | -31.1% | 0.00% | -25.0% |
| ACN | ACCENTURE PLC IRELAND | $20,000 | +5.3% | 72 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $24,000 | -22.6% | 200 | 0.0% | 0.00% | -25.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $25,000 | +13.6% | 290 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $18,000 | +38.5% | 350 | 0.0% | 0.00% | 0.0% | |
| ADI | Sell | ANALOG DEVICES INC | $12,000 | -20.0% | 80 | -20.0% | 0.00% | 0.0% |
| SCCO | Sell | SOUTHERN COPPER CORP | $13,000 | -56.7% | 188 | -59.0% | 0.00% | -50.0% |
| AMAT | New | APPLIED MATLS INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
| PSX | Sell | PHILLIPS 66 | $12,000 | -57.1% | 150 | -62.5% | 0.00% | -50.0% |
| ARRY | ARRAY TECHNOLOGIES INC | $18,000 | -33.3% | 615 | 0.0% | 0.00% | -50.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $14,000 | +7.7% | 92 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $13,000 | +30.0% | 822 | 0.0% | 0.00% | +100.0% | |
| HSY | HERSHEY CO | $16,000 | +6.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $17,000 | +13.3% | 235 | 0.0% | 0.00% | 0.0% | |
| STKL | New | SUNOPTA INC | $17,000 | – | 1,175 | +100.0% | 0.00% | – |
| BSX | BOSTON SCIENTIFIC CORP | $19,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% | |
| VSH | VISHAY INTERTECHNOLOGY INC | $14,000 | +16.7% | 563 | 0.0% | 0.00% | 0.0% | |
| CMCSA | New | COMCAST CORP NEWcl a | $19,000 | – | 342 | +100.0% | 0.00% | – |
| GDRX | New | GOODRX HLDGS INC | $14,000 | – | 360 | +100.0% | 0.00% | – |
| ALB | ALBEMARLE CORP | $19,000 | 0.0% | 130 | 0.0% | 0.00% | -33.3% | |
| MU | Sell | MICRON TECHNOLOGY INC | $18,000 | -59.1% | 200 | -65.5% | 0.00% | -66.7% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $15,000 | 0.0% | 252 | +2.9% | 0.00% | 0.0% |
| BBEU | Buy | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $18,000 | +5.9% | 641 | +0.3% | 0.00% | 0.0% |
| BBAX | Buy | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $19,000 | +5.6% | 684 | +0.7% | 0.00% | 0.0% |
| PSA | New | PUBLIC STORAGE | $15,000 | – | 62 | +100.0% | 0.00% | – |
| TUP | New | TUPPERWARE BRANDS CORP | $18,000 | – | 700 | +100.0% | 0.00% | – |
| ED | Sell | CONSOLIDATED EDISON INC | $12,000 | -65.7% | 154 | -68.2% | 0.00% | -60.0% |
| GPC | GENUINE PARTS CO | $17,000 | +13.3% | 150 | 0.0% | 0.00% | 0.0% | |
| UVXY | New | PROSHARES TR IIultra vix short | $16,000 | – | 2,800 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC | $16,000 | – | 200 | +100.0% | 0.00% | – |
| IPFF | ISHARES TRintl pfd stk etf | $18,000 | +5.9% | 1,094 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $12,000 | +71.4% | 433 | 0.0% | 0.00% | +100.0% | |
| New | DARIOHEALTH CORP | $16,000 | – | 840 | +100.0% | 0.00% | – | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $17,000 | +21.4% | 100 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK VECTORS ETF TRgold miners etf | $14,000 | -12.5% | 439 | 0.0% | 0.00% | 0.0% | |
| MTG | MGIC INVT CORP WIS | $14,000 | +7.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RKT | Buy | ROCKET COS INC | $14,000 | +40.0% | 600 | +20.0% | 0.00% | +100.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $13,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $13,000 | – | 665 | +100.0% | 0.00% | – |
| APPS | New | DIGITAL TURBINE INC | $16,000 | – | 200 | +100.0% | 0.00% | – |
| EBAY | Sell | EBAY INC. | $12,000 | 0.0% | 200 | -13.0% | 0.00% | 0.0% |
| ARKK | ARK ETF TRinnovation etf | $17,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $17,000 | -5.6% | 152 | 0.0% | 0.00% | 0.0% | |
| BSJL | INVESCO EXCH TRD SLF IDX FD | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NTR | New | NUTRIEN LTD | $14,000 | – | 265 | +100.0% | 0.00% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $19,000 | +5.6% | 120 | 0.0% | 0.00% | 0.0% | |
| PAAS | New | PAN AMERN SILVER CORP | $17,000 | – | 570 | +100.0% | 0.00% | – |
| XPO | New | XPO LOGISTICS INC | $15,000 | – | 125 | +100.0% | 0.00% | – |
| KSS | Sell | KOHLS CORP | $10,000 | -97.9% | 160 | -98.7% | 0.00% | -98.5% |
| RIO | RIO TINTO PLCsponsored adr | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PENN | Sell | PENN NATL GAMING INC | $5,000 | -44.4% | 50 | -50.0% | 0.00% | 0.0% |
| PTON | New | PELOTON INTERACTIVE INC | $11,000 | – | 100 | +100.0% | 0.00% | – |
| NUV | NUVEEN MUN VALUE FD INC | $11,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $6,000 | 0.0% | 362 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| MOS | Sell | MOSAIC CO NEW | $6,000 | -53.8% | 180 | -68.7% | 0.00% | -50.0% |
| MPLX | MPLX LP | $4,000 | +33.3% | 150 | 0.0% | 0.00% | – | |
| LAC | LITHIUM AMERS CORP NEW | $8,000 | +33.3% | 490 | 0.0% | 0.00% | 0.0% | |
| LDOS | LEIDOS HOLDINGS INC | $4,000 | -20.0% | 46 | 0.0% | 0.00% | 0.0% | |
| KBA | KRANESHARES TRbosera msci ch | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $9,000 | +28.6% | 320 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $7,000 | +16.7% | 93 | 0.0% | 0.00% | 0.0% | |
| KALU | Sell | KAISER ALUMINUM CORP | $8,000 | -11.1% | 75 | -21.1% | 0.00% | 0.0% |
| JACK | New | JACK IN THE BOX INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| YY | JOYY INC | $6,000 | +20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $9,000 | 0.0% | 70 | +2.9% | 0.00% | 0.0% |
| IDU | ISHARES TRu.s. utilits etf | $9,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| SOXX | Sell | ISHARES TRphlx semicnd etf | $8,000 | -42.9% | 19 | -50.0% | 0.00% | -50.0% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $8,000 | -50.0% | 200 | -54.3% | 0.00% | -50.0% |
| SCVL | New | SHOE CARNIVAL INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $11,000 | – | 61 | +100.0% | 0.00% | – |
| SONY | SONY CORPsponsored adr | $6,000 | +20.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SQ | Sell | SQUARE INCcl a | $11,000 | -8.3% | 50 | -9.1% | 0.00% | -50.0% |
| STN | STANTEC INC | $9,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| TPX | New | TEMPUR SEALY INTL INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| TME | TENCENT MUSIC ENTMT GROUPspon ads | $8,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| COPX | New | GLOBAL X FDSglobal x copper | $7,000 | – | 208 | +100.0% | 0.00% | – |
| VPN | GLOBAL X FDSdata ctr reits | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SDIV | GLOBAL X FDSglb x superdiv | $11,000 | +10.0% | 770 | 0.0% | 0.00% | 0.0% | |
| ULTA | New | ULTA BEAUTY INC | $8,000 | – | 25 | +100.0% | 0.00% | – |
| FL | FOOT LOCKER INC | $11,000 | +37.5% | 200 | 0.0% | 0.00% | 0.0% | |
| FIVE | New | FIVE BELOW INC | $10,000 | – | 50 | +100.0% | 0.00% | – |
| EXC | EXELON CORP | $11,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| ANGL | VANECK VECTORS ETF TRfallen angel hg | $9,000 | 0.0% | 278 | 0.0% | 0.00% | 0.0% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $11,000 | -52.2% | 223 | -53.3% | 0.00% | -66.7% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $9,000 | +50.0% | 412 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $6,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $4,000 | +33.3% | 45 | 0.0% | 0.00% | – | |
| DOCU | Sell | DOCUSIGN INC | $5,000 | -54.5% | 25 | -50.0% | 0.00% | 0.0% |
| DFS | DISCOVER FINL SVCS | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $8,000 | +33.3% | 353 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $11,000 | +10.0% | 39 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $8,000 | +14.3% | 187 | 0.0% | 0.00% | 0.0% | |
| ZTR | VIRTUS GLOBAL DIVID & INCOME | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $4,000 | +33.3% | 115 | 0.0% | 0.00% | – | |
| CWH | Sell | CAMPING WORLD HLDGS INCcl a | $7,000 | -46.2% | 190 | -61.2% | 0.00% | -50.0% |
| CCJ | New | CAMECO CORP | $4,000 | – | 270 | +100.0% | 0.00% | – |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $11,000 | +175.0% | 290 | +190.0% | 0.00% | 0.0% |
| WMB | WILLIAMS COS INC | $11,000 | +22.2% | 449 | 0.0% | 0.00% | 0.0% | |
| MHD | New | BLACKROCK MUNIHOLDINGS QUALI | $10,000 | – | 652 | +100.0% | 0.00% | – |
| AYRO | New | AYRO INC | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| ASB | ASSOCIATED BANC CORP | $9,000 | +28.6% | 400 | 0.0% | 0.00% | 0.0% | |
| GCC | New | WISDOMTREE TRenhncd cmmdty st | $9,000 | – | 467 | +100.0% | 0.00% | – |
| AMT | AMERICAN TOWER CORP NEW | $7,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $6,000 | -14.3% | 25 | -16.7% | 0.00% | 0.0% |
| AUY | YAMANA GOLD INC | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $10,000 | – | 30 | +100.0% | 0.00% | – |
| GAN | New | GAN LTD | $9,000 | – | 500 | +100.0% | 0.00% | – |
| ARKF | ARK ETF TRfintech innova | $9,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| PSFE | New | PAYSAFE LIMITEDord | $4,000 | – | 333 | +100.0% | 0.00% | – |
| ARKQ | ARK ETF TRautnmus technlgy | $7,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| PIM | PUTNAM MASTER INTER INCOME Tsh ben int | $11,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| QS | New | QUANTUMSCAPE CORP | $4,000 | – | 100 | +100.0% | 0.00% | – |
| BPOP | POPULAR INC | $4,000 | +33.3% | 62 | 0.0% | 0.00% | – | |
| FPI | Sell | FARMLAND PARTNERS INC | $2,000 | -60.0% | 168 | -70.2% | 0.00% | -100.0% |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -6 | -100.0% | 0.00% | – |
| COHR | Exit | COHERENT INC | $0 | – | -22 | -100.0% | 0.00% | – |
| INGR | Exit | INGREDION INC | $0 | – | -22 | -100.0% | 0.00% | – |
| QQQ | INVESCO QQQ TRunit ser 1 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| VIPS | Exit | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $0 | – | -36 | -100.0% | 0.00% | – |
| INTU | INTUIT | $2,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| MA | MASTERCARD INCORPORATEDcl a | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| AA | New | ALCOA CORP | $1,000 | – | 40 | +100.0% | 0.00% | – |
| MICRO FOCUS INTL PLCspon adr new | $1,000 | 0.0% | 92 | 0.0% | 0.00% | – | ||
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | 0.0% | 79 | 0.0% | 0.00% | – | |
| SSO | PROSHARES TR | $0 | – | 4 | 0.0% | 0.00% | – | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | -33.3% | 19 | -50.0% | 0.00% | – |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| LNC | Sell | LINCOLN NATL CORP IND | $2,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -16 | -100.0% | 0.00% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -7 | -100.0% | 0.00% | – |
| WTER | Exit | ALKALINE WTR CO INC | $0 | – | -800 | -100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | -5 | -100.0% | 0.00% | – |
| ANIP | Exit | ANI PHARMACEUTICALS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| ET | ENERGY TRANSFER LP | $3,000 | 0.0% | 424 | 0.0% | 0.00% | – | |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| TEX | Exit | TEREX CORP NEW | $0 | – | -80 | -100.0% | 0.00% | – |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -4,900 | -100.0% | 0.00% | – |
| URNM | New | EXCHANGE TRADED CONCEPTS TRnorth shor gbl | $2,000 | – | 32 | +100.0% | 0.00% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -152 | -100.0% | 0.00% | – |
| HCA | HCA HEALTHCARE INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FEI | FIRST TR MLP & ENERGY INCOM | $3,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -17 | -100.0% | 0.00% | – |
| LAND | Sell | GLADSTONE LD CORP | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| GRUB | New | GRUBHUB INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| VPG | VISHAY PRECISION GROUP INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| VOYA | VOYA FINANCIAL INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $2,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -14 | -100.0% | 0.00% | – |
| CP | CANADIAN PAC RY LTD | $3,000 | +50.0% | 7 | 0.0% | 0.00% | – | |
| SNOA | SONOMA PHARMACEUTICALS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| MUS | Exit | BLACKROCK MUNIHOLDINGS QUALI | $0 | – | -800 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -1,000 | -100.0% | -0.00% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -165 | -100.0% | -0.00% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -400 | -100.0% | -0.00% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -67 | -100.0% | -0.00% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -78 | -100.0% | -0.00% | – |
| XRT | Exit | SPDR SER TRs&p retail etf | $0 | – | -110 | -100.0% | -0.00% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -176 | -100.0% | -0.00% | – |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -1,160 | -100.0% | -0.00% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -97 | -100.0% | -0.00% | – |
| OEC | Exit | ORION ENGINEERED CARBONS S A | $0 | – | -255 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO | $0 | – | -235 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -75 | -100.0% | -0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -320 | -100.0% | -0.00% | – |
| PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -200 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -555 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| INFN | Exit | INFINERA CORP | $0 | – | -1,740 | -100.0% | -0.00% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -35 | -100.0% | -0.00% | – |
| KBWR | Exit | INVESCO EXCH TRADED FD TR IIkbw regl bkg | $0 | – | -555 | -100.0% | -0.00% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -374 | -100.0% | -0.00% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -2,755 | -100.0% | -0.01% | – |
| KLAC | Exit | KLA CORP | $0 | – | -300 | -100.0% | -0.01% | – |
| FUMB | Exit | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $0 | – | -19,800 | -100.0% | -0.05% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -9,000 | -100.0% | -0.06% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -3,545 | -100.0% | -0.06% | – |
| DBB | Exit | INVESCO DB MULTI-SECTOR COMMbase metals fd | $0 | – | -27,500 | -100.0% | -0.06% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -45,000 | -100.0% | -0.09% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -3,000 | -100.0% | -0.09% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -3,715 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.2% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| APPLE INC | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.2% |
| S&P Smallcap 600 Growth Index | 42 | Q3 2023 | 2.1% |
| S&P Smallcap 600 Value Index F | 42 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.9% |
View 1834 INVESTMENT ADVISORS CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-24 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-11-15 |
View 1834 INVESTMENT ADVISORS CO'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.