$1.56 Billion is the total value of Laird Norton Wetherby Wealth Management, LLC's 1140 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $106,146,706 | -6.7% | 816,953 | -0.8% | 6.82% | -15.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $65,578,246 | +6.3% | 343,000 | -0.2% | 4.21% | -3.2% |
| MSFT | Buy | MICROSOFT CORP | $58,856,307 | +5.8% | 245,419 | +2.7% | 3.78% | -3.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $29,151,751 | +25.1% | 694,585 | +8.4% | 1.87% | +13.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $28,642,112 | +1.1% | 74,895 | -5.6% | 1.84% | -7.9% |
| AMZN | Sell | AMAZON COM INC | $24,431,831 | -27.7% | 290,855 | -2.8% | 1.57% | -34.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $21,436,890 | -1.6% | 242,966 | +6.6% | 1.38% | -10.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $19,649,132 | +13.6% | 227,975 | +4.0% | 1.26% | +3.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $17,654,455 | +11.5% | 99,940 | +3.1% | 1.13% | +1.6% |
| CMC | Sell | COMMERCIAL METALS CO | $14,170,541 | +29.9% | 293,386 | -4.6% | 0.91% | +18.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $14,052,421 | +6.5% | 26,505 | +1.4% | 0.90% | -3.0% |
| MRK | Buy | MERCK & CO INC | $13,434,590 | +30.9% | 121,087 | +1.6% | 0.86% | +19.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,718,913 | +35.1% | 87,389 | +5.3% | 0.75% | +23.0% |
| HD | Buy | HOME DEPOT INC | $11,395,436 | +16.7% | 36,077 | +1.9% | 0.73% | +6.2% |
| V | Buy | VISA INC | $11,302,144 | +24.2% | 54,400 | +6.2% | 0.73% | +13.1% |
| IVE | ISHARES TRs&p 500 val etf | $10,438,379 | +12.9% | 71,954 | 0.0% | 0.67% | +2.8% | |
| NVDA | Buy | NVIDIA CORPORATION | $10,407,400 | +46.5% | 71,215 | +21.7% | 0.67% | +33.3% |
| PEP | Buy | PEPSICO INC | $9,625,078 | +14.3% | 53,277 | +3.3% | 0.62% | +4.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $9,549,189 | +26.0% | 63,006 | +5.0% | 0.61% | +14.8% |
| ABBV | Buy | ABBVIE INC | $9,304,373 | +22.0% | 57,573 | +1.3% | 0.60% | +11.2% |
| LLY | Buy | LILLY ELI & CO | $9,277,735 | +13.6% | 25,360 | +0.4% | 0.60% | +3.5% |
| MUB | Buy | ISHARES TRnational mun etf | $9,054,988 | +9.1% | 85,813 | +6.0% | 0.58% | -0.5% |
| FB | Sell | META PLATFORMS INCcl a | $8,285,289 | -14.4% | 68,849 | -3.5% | 0.53% | -22.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $8,249,469 | +10.6% | 110,746 | +1.8% | 0.53% | +0.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,048,781 | +7.0% | 206,485 | +0.2% | 0.52% | -2.5% |
| PFE | Buy | PFIZER INC | $7,932,618 | +22.8% | 154,813 | +4.9% | 0.51% | +11.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $7,887,212 | +31.8% | 22,682 | +7.8% | 0.51% | +20.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $7,791,195 | +5.4% | 29,198 | +1.7% | 0.50% | -4.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $7,578,117 | +1.1% | 129,540 | 0.0% | 0.49% | -7.8% | |
| XOM | Buy | EXXON MOBIL CORP | $7,542,525 | +30.2% | 68,382 | +3.1% | 0.48% | +18.3% |
| CVX | Buy | CHEVRON CORP NEW | $7,466,355 | +32.0% | 41,598 | +5.7% | 0.48% | +20.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $7,374,883 | -9.8% | 83,116 | -2.3% | 0.47% | -17.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $7,120,031 | -8.5% | 15,597 | -5.3% | 0.46% | -16.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $7,038,318 | +6.9% | 83,048 | +0.1% | 0.45% | -2.6% |
| NFLX | Buy | NETFLIX INC | $6,980,694 | +27.4% | 23,673 | +1.7% | 0.45% | +16.1% |
| BAC | Buy | BANK AMERICA CORP | $6,882,807 | +11.2% | 207,814 | +1.4% | 0.44% | +1.1% |
| KO | Buy | COCA COLA CO | $6,851,331 | +18.3% | 107,708 | +4.2% | 0.44% | +7.8% |
| TSLA | Sell | TESLA INC | $6,805,818 | -62.0% | 55,251 | -18.2% | 0.44% | -65.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $6,762,804 | +39.6% | 49,969 | +2.8% | 0.43% | +26.9% |
| TEL | Sell | TE CONNECTIVITY LTD | $6,673,898 | -6.0% | 58,135 | -9.7% | 0.43% | -14.4% |
| CSCO | Sell | CISCO SYS INC | $6,687,003 | +17.7% | 140,365 | -1.2% | 0.43% | +7.2% |
| MCD | Sell | MCDONALDS CORP | $6,589,916 | +13.3% | 25,006 | -0.8% | 0.42% | +3.2% |
| WMT | Buy | WALMART INC | $6,564,309 | +15.0% | 46,296 | +5.1% | 0.42% | +4.7% |
| ABT | Sell | ABBOTT LABS | $6,544,142 | +5.0% | 59,606 | -7.5% | 0.42% | -4.3% |
| VOO | Buy | VANGUARD INDEX FDS | $6,415,162 | +10.1% | 18,259 | +2.8% | 0.41% | +0.2% |
| PEN | Buy | PENUMBRA INC | $6,270,925 | +17.3% | 28,189 | +0.0% | 0.40% | +6.9% |
| DIS | Sell | DISNEY WALT CO | $6,182,118 | -17.9% | 71,157 | -10.9% | 0.40% | -25.2% |
| ASML | Buy | ASML HOLDING N V | $5,520,280 | +36.6% | 10,103 | +3.9% | 0.36% | +24.6% |
| New | GRINDR INC | $5,506,130 | – | 1,184,114 | +100.0% | 0.35% | – | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $5,430,938 | +24.5% | 16,138 | +1.8% | 0.35% | +13.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,357,901 | +6.0% | 74,467 | +4.7% | 0.34% | -3.4% |
| ORCL | Buy | ORACLE CORP | $5,309,761 | +36.6% | 64,959 | +2.0% | 0.34% | +24.5% |
| DHR | Sell | DANAHER CORPORATION | $5,276,285 | -14.3% | 19,879 | -16.6% | 0.34% | -21.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $5,146,749 | +7.3% | 9,346 | -1.1% | 0.33% | -2.1% |
| SBUX | Buy | STARBUCKS CORP | $5,075,230 | +17.9% | 51,162 | +0.1% | 0.33% | +7.2% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $5,057,383 | +6.5% | 22,917 | -0.1% | 0.32% | -3.0% |
| ANET | Sell | ARISTA NETWORKS INC | $5,038,937 | +3.9% | 41,524 | -3.4% | 0.32% | -5.3% |
| AMGN | Buy | AMGEN INC | $4,903,758 | +18.3% | 18,671 | +1.6% | 0.32% | +7.9% |
| NKE | Buy | NIKE INCcl b | $4,836,381 | +41.9% | 41,333 | +0.8% | 0.31% | +29.6% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $4,649,182 | +30.6% | 68,572 | +5.6% | 0.30% | +19.1% |
| TXN | Sell | TEXAS INSTRS INC | $4,617,073 | +4.0% | 27,945 | -2.6% | 0.30% | -5.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,515,648 | +7.2% | 18,905 | +1.5% | 0.29% | -2.4% |
| UNP | Sell | UNION PAC CORP | $4,311,819 | +1.7% | 20,823 | -4.3% | 0.28% | -7.4% |
| QCOM | Sell | QUALCOMM INC | $4,302,172 | -8.6% | 39,132 | -6.0% | 0.28% | -16.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,278,309 | +20.8% | 69,408 | +3.2% | 0.28% | +10.0% |
| FIVN | Buy | FIVE9 INC | $4,239,078 | +1435.9% | 62,468 | +1598.0% | 0.27% | +1331.6% |
| LOW | Buy | LOWES COS INC | $4,137,019 | +13.5% | 20,764 | +6.9% | 0.27% | +3.5% |
| NEE | Sell | NEXTERA ENERGY INC | $4,147,229 | +3.5% | 49,608 | -2.9% | 0.27% | -5.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $4,132,625 | +22.5% | 12,035 | +4.6% | 0.26% | +11.3% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $4,089,620 | +306.1% | 62,209 | +246.7% | 0.26% | +270.4% |
| ANTM | Buy | ELEVANCE HEALTH INC | $4,090,423 | +22.3% | 7,974 | +8.3% | 0.26% | +11.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $4,092,460 | +23.2% | 49,153 | +6.4% | 0.26% | +12.4% |
| NVS | Buy | NOVARTIS AGsponsored adr | $4,073,600 | +27.2% | 44,903 | +6.6% | 0.26% | +15.9% |
| AVGO | Buy | BROADCOM INC | $4,077,176 | +37.5% | 7,292 | +9.2% | 0.26% | +25.4% |
| HON | Sell | HONEYWELL INTL INC | $4,065,736 | +27.2% | 18,972 | -0.9% | 0.26% | +16.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,974,096 | +41.3% | 113,643 | +18.6% | 0.26% | +28.8% |
| GILD | Sell | GILEAD SCIENCES INC | $3,898,202 | +30.5% | 45,407 | -6.2% | 0.25% | +18.5% |
| SPGI | Sell | S&P GLOBAL INC | $3,855,829 | +1.0% | 11,512 | -8.0% | 0.25% | -7.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $3,867,581 | +32.7% | 68,477 | +14.6% | 0.25% | +20.4% |
| INTU | Sell | INTUIT | $3,849,775 | -1.4% | 9,891 | -1.9% | 0.25% | -10.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,848,190 | -32.9% | 58,626 | -42.8% | 0.25% | -38.9% |
| TM | Buy | TOYOTA MOTOR CORPads | $3,802,387 | +28.4% | 27,840 | +22.5% | 0.24% | +16.7% |
| PLD | Buy | PROLOGIS INC. | $3,775,981 | +26.0% | 33,496 | +13.5% | 0.24% | +15.2% |
| INFY | Buy | INFOSYS LTDsponsored adr | $3,788,620 | +12.8% | 210,362 | +6.3% | 0.24% | +2.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,673,642 | +30.3% | 36,402 | +5.7% | 0.24% | +18.6% |
| UL | Buy | UNILEVER PLCspon adr new | $3,637,637 | +20.7% | 72,247 | +5.1% | 0.23% | +9.9% |
| INTC | Buy | INTEL CORP | $3,640,204 | +10.9% | 137,730 | +8.1% | 0.23% | +1.3% |
| CAT | Buy | CATERPILLAR INC | $3,612,325 | +58.0% | 15,079 | +8.2% | 0.23% | +44.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $3,590,473 | +10.4% | 24,301 | +0.8% | 0.23% | +0.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,477,758 | -4.7% | 16,233 | -6.4% | 0.22% | -13.2% |
| LIN | Buy | LINDE PLC | $3,462,075 | +41.0% | 10,614 | +16.6% | 0.22% | +28.3% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $3,463,105 | +11.7% | 76,112 | -1.7% | 0.22% | +1.4% |
| IBN | Buy | ICICI BANK LIMITEDadr | $3,439,489 | +7.3% | 157,126 | +2.9% | 0.22% | -2.2% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $3,392,708 | +31.1% | 54,677 | +5.8% | 0.22% | +19.8% |
| INBX | Sell | INHIBRX INC | $3,359,122 | +36.3% | 136,328 | -0.7% | 0.22% | +24.1% |
| CRM | Buy | SALESFORCE INC | $3,353,201 | -6.3% | 25,290 | +1.6% | 0.22% | -14.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $3,321,753 | -1.3% | 15,679 | +0.1% | 0.21% | -10.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $3,289,106 | +5.9% | 86,784 | -2.6% | 0.21% | -3.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,273,989 | +8.5% | 7,394 | -1.6% | 0.21% | -1.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,254,074 | +4.9% | 82,591 | +1.1% | 0.21% | -4.6% |
| IWR | ISHARES TRrus mid cap etf | $3,188,988 | +8.5% | 47,279 | 0.0% | 0.20% | -1.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $3,168,832 | +29.1% | 49,513 | -0.7% | 0.20% | +17.9% |
| DE | Buy | DEERE & CO | $3,156,102 | +35.1% | 7,361 | +5.2% | 0.20% | +23.0% |
| MS | Buy | MORGAN STANLEY | $3,128,396 | +9.1% | 36,796 | +1.4% | 0.20% | -0.5% |
| XYL | Buy | XYLEM INC | $3,115,641 | +34.5% | 28,178 | +6.3% | 0.20% | +22.7% |
| SON | Sell | SONOCO PRODS CO | $3,113,937 | +7.0% | 51,292 | -0.0% | 0.20% | -2.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,098,941 | +37.9% | 6,370 | +9.5% | 0.20% | +25.9% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $3,087,357 | +24.2% | 40,474 | +4.3% | 0.20% | +13.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,078,862 | +14.4% | 65,929 | +5.3% | 0.20% | +4.2% |
| CI | Buy | CIGNA CORP NEW | $3,053,961 | +26.6% | 9,217 | +6.0% | 0.20% | +15.3% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $3,047,420 | +24.2% | 11,825 | +8.0% | 0.20% | +13.3% |
| CVS | Sell | CVS HEALTH CORP | $3,030,922 | -8.3% | 32,524 | -6.1% | 0.20% | -16.3% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $3,031,675 | +3.3% | 32,245 | -1.1% | 0.20% | -5.8% |
| OMC | Buy | OMNICOM GROUP INC | $3,007,486 | +42.2% | 36,870 | +10.0% | 0.19% | +29.5% |
| DVN | Sell | DEVON ENERGY CORP NEW | $2,957,585 | -1.1% | 48,083 | -3.3% | 0.19% | -10.0% |
| Buy | SHELL PLCspon ads | $2,933,551 | +24.0% | 51,511 | +8.3% | 0.19% | +12.6% | |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $2,926,887 | +82.6% | 35,555 | +68.5% | 0.19% | +66.4% |
| SYK | Buy | STRYKER CORPORATION | $2,903,564 | +26.5% | 11,876 | +4.8% | 0.19% | +14.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,891,974 | +25.1% | 28,574 | +2.6% | 0.19% | +14.1% |
| TGT | Sell | TARGET CORP | $2,830,426 | -7.7% | 18,991 | -8.1% | 0.18% | -15.7% |
| SAP | Buy | SAP SEspon adr | $2,781,796 | +73.5% | 26,958 | +36.6% | 0.18% | +58.4% |
| TJX | Buy | TJX COS INC NEW | $2,793,403 | +31.0% | 35,093 | +2.3% | 0.18% | +19.3% |
| AMAT | Sell | APPLIED MATLS INC | $2,766,958 | +18.3% | 28,414 | -0.5% | 0.18% | +7.9% |
| WDAY | Sell | WORKDAY INCcl a | $2,749,567 | +3.6% | 16,432 | -5.7% | 0.18% | -5.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,735,588 | +14.7% | 18,015 | +2.1% | 0.18% | +4.8% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $2,733,043 | +16.9% | 17,931 | -0.1% | 0.18% | +6.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,720,494 | +5.3% | 15,603 | -0.4% | 0.18% | -3.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,710,571 | +24.9% | 12,304 | +2.4% | 0.17% | +13.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,690,998 | +30.6% | 19,100 | +10.2% | 0.17% | +19.3% |
| T | Buy | AT&T INC | $2,671,145 | +66.4% | 145,092 | +38.7% | 0.17% | +52.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,567,243 | +6.4% | 39,636 | +4.1% | 0.16% | -2.9% |
| HUM | Buy | HUMANA INC | $2,570,688 | +7.4% | 5,019 | +1.8% | 0.16% | -2.4% |
| PGR | Buy | PROGRESSIVE CORP | $2,531,939 | +13.4% | 19,520 | +1.6% | 0.16% | +3.8% |
| DEO | Sell | DIAGEO PLCspon adr new | $2,542,771 | -3.3% | 14,270 | -7.9% | 0.16% | -11.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,538,288 | +18.1% | 50,624 | +4.5% | 0.16% | +7.2% |
| UBS | Buy | UBS GROUP AG | $2,532,791 | +32.1% | 135,661 | +2.7% | 0.16% | +20.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $2,520,025 | +28.7% | 8,175 | -2.8% | 0.16% | +17.4% |
| FMC | Buy | FMC CORP | $2,491,382 | +33.9% | 19,963 | +13.4% | 0.16% | +22.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,483,132 | -0.7% | 15,722 | -6.1% | 0.16% | -9.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,475,134 | +12.6% | 14,238 | +4.6% | 0.16% | +2.6% |
| SDY | Sell | SPDR SER TRs&p divid etf | $2,436,787 | +11.2% | 19,477 | -0.9% | 0.16% | +1.9% |
| EAGG | ISHARES TResg awr us agrgt | $2,440,342 | +0.6% | 52,211 | 0.0% | 0.16% | -8.2% | |
| SLB | Buy | SCHLUMBERGER LTD | $2,441,786 | +53.6% | 45,675 | +3.1% | 0.16% | +40.2% |
| TDG | Buy | TRANSDIGM GROUP INC | $2,410,930 | +20.1% | 3,829 | +0.1% | 0.16% | +9.2% |
| WFC | Buy | WELLS FARGO CO NEW | $2,419,801 | +4.3% | 58,605 | +1.6% | 0.16% | -5.5% |
| ADI | Buy | ANALOG DEVICES INC | $2,402,547 | +18.1% | 14,647 | +0.3% | 0.15% | +7.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,378,672 | +27.7% | 35,689 | +5.1% | 0.15% | +16.8% |
| STT | Sell | STATE STR CORP | $2,388,923 | +18.9% | 30,797 | -6.8% | 0.15% | +7.7% |
| DIMENSIONAL ETF TRUSTus mktwide value | $2,349,459 | +13.1% | 70,175 | 0.0% | 0.15% | +2.7% | ||
| BLK | Sell | BLACKROCK INC | $2,325,718 | +27.2% | 3,282 | -1.3% | 0.15% | +15.5% |
| COP | Buy | CONOCOPHILLIPS | $2,287,076 | +16.0% | 19,382 | +0.6% | 0.15% | +5.8% |
| HSY | Buy | HERSHEY CO | $2,291,385 | +14.1% | 9,895 | +8.6% | 0.15% | +3.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,235,548 | +23.5% | 9,242 | +11.9% | 0.14% | +12.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,217,127 | +528.1% | 93,668 | +494.0% | 0.14% | +468.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,199,872 | +3.9% | 24,973 | -5.6% | 0.14% | -5.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,180,258 | +16.8% | 3,996 | +0.7% | 0.14% | +6.1% |
| CSX | Sell | CSX CORP | $2,166,090 | +16.3% | 69,919 | -0.0% | 0.14% | +6.1% |
| ETN | Sell | EATON CORP PLC | $2,164,654 | +17.3% | 13,792 | -0.3% | 0.14% | +6.9% |
| UMC | Buy | UNITED MICROELECTRONICS CORPspon adr new | $2,171,343 | +21.4% | 332,518 | +3.6% | 0.14% | +10.3% |
| CP | Buy | CANADIAN PAC RY LTD | $2,125,964 | +28.9% | 28,502 | +15.3% | 0.14% | +18.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $2,121,251 | +16.5% | 22,846 | +1.0% | 0.14% | +6.2% |
| MCK | Sell | MCKESSON CORP | $2,112,301 | +8.0% | 5,631 | -2.1% | 0.14% | -1.4% |
| KB | Buy | KB FINL GROUP INCsponsored adr | $2,097,460 | +47.3% | 54,254 | +14.8% | 0.14% | +35.0% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $2,063,892 | +18.5% | 32,875 | -14.0% | 0.13% | +8.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,058,044 | -32.5% | 28,897 | -18.4% | 0.13% | -38.6% |
| TRI | Sell | THOMSON REUTERS CORP. | $2,039,686 | +4.9% | 17,881 | -5.6% | 0.13% | -4.4% |
| HPQ | Sell | HP INC | $2,044,023 | +6.1% | 76,071 | -1.6% | 0.13% | -3.7% |
| TMUS | Sell | T-MOBILE US INC | $2,039,240 | +2.2% | 14,566 | -2.1% | 0.13% | -7.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,018,522 | -3.3% | 9,588 | -9.4% | 0.13% | -11.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,027,503 | +3.0% | 25,733 | -8.2% | 0.13% | -6.5% |
| CB | Buy | CHUBB LIMITED | $2,002,386 | +31.6% | 9,077 | +8.4% | 0.13% | +20.6% |
| BA | Buy | BOEING CO | $2,003,704 | +81.5% | 10,519 | +15.4% | 0.13% | +65.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,985,947 | +4.2% | 20,984 | -4.0% | 0.13% | -4.5% |
| CBRE | Sell | CBRE GROUP INCcl a | $1,980,950 | +6.5% | 25,740 | -6.6% | 0.13% | -3.1% |
| RWM | Buy | PROSHARES TRshrt russell2000 | $1,968,000 | +49.3% | 80,000 | +60.0% | 0.13% | +35.5% |
| CNI | Buy | CANADIAN NATL RY CO | $1,954,031 | +17.9% | 16,437 | +7.1% | 0.13% | +7.7% |
| MPC | Buy | MARATHON PETE CORP | $1,949,765 | +19.1% | 16,752 | +1.6% | 0.12% | +8.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,937,522 | +34.9% | 10,334 | +10.3% | 0.12% | +22.8% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,937,139 | +43.5% | 27,207 | +10.9% | 0.12% | +30.5% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,914,768 | -22.5% | 13,722 | -9.0% | 0.12% | -29.3% |
| SHV | ISHARES TRshort treas bd | $1,911,948 | -0.1% | 17,394 | 0.0% | 0.12% | -8.9% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,895,354 | +10.4% | 2,627 | +5.4% | 0.12% | +0.8% |
| NOW | Sell | SERVICENOW INC | $1,892,817 | -5.1% | 4,875 | -7.7% | 0.12% | -13.5% |
| ENB | Sell | ENBRIDGE INC | $1,900,885 | +1.5% | 48,616 | -3.7% | 0.12% | -7.6% |
| CVE | Buy | CENOVUS ENERGY INC | $1,900,918 | +27.2% | 97,935 | +0.8% | 0.12% | +16.2% |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $1,895,386 | +31.4% | 67,862 | +8.1% | 0.12% | +19.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,870,401 | +32.9% | 18,161 | +20.0% | 0.12% | +21.2% |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $1,862,750 | – | 25,000 | +100.0% | 0.12% | – |
| C | Sell | CITIGROUP INC | $1,835,705 | -1.9% | 40,586 | -9.7% | 0.12% | -10.6% |
| GM | Sell | GENERAL MTRS CO | $1,835,902 | -2.0% | 54,575 | -6.5% | 0.12% | -10.6% |
| GIS | Sell | GENERAL MLS INC | $1,837,824 | +5.6% | 21,918 | -3.6% | 0.12% | -4.1% |
| MMM | Buy | 3M CO | $1,808,679 | +15.0% | 15,083 | +5.9% | 0.12% | +4.5% |
| CNXC | Buy | CONCENTRIX CORP | $1,800,057 | +19.3% | 13,518 | +0.0% | 0.12% | +9.4% |
| EQIX | Buy | EQUINIX INC | $1,789,542 | +43.0% | 2,732 | +24.2% | 0.12% | +30.7% |
| AFL | Buy | AFLAC INC | $1,752,171 | +31.8% | 24,356 | +3.0% | 0.11% | +20.2% |
| NEM | Buy | NEWMONT CORP | $1,755,463 | +17.7% | 37,192 | +4.8% | 0.11% | +7.6% |
| SNY | Buy | SANOFIsponsored adr | $1,738,104 | +56.6% | 35,889 | +22.9% | 0.11% | +43.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,751,045 | +56.6% | 6,599 | +10.7% | 0.11% | +41.8% |
| CMI | Buy | CUMMINS INC | $1,720,744 | +20.2% | 7,102 | +1.0% | 0.11% | +9.9% |
| MO | Buy | ALTRIA GROUP INC | $1,712,068 | +28.6% | 37,455 | +13.6% | 0.11% | +17.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,697,494 | +13.9% | 10,258 | +2.8% | 0.11% | +3.8% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,690,688 | +12.6% | 6,861 | -4.3% | 0.11% | +2.8% |
| BDX | Sell | BECTON DICKINSON & CO | $1,698,724 | -0.9% | 6,680 | -13.2% | 0.11% | -9.9% |
| BIDU | Buy | BAIDU INCspon adr rep a | $1,691,909 | +22.1% | 14,792 | +25.4% | 0.11% | +11.2% |
| CHT | Buy | CHUNGHWA TELECOM CO LTDspon adr new11 | $1,680,359 | +3.3% | 45,924 | +0.3% | 0.11% | -6.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,672,325 | +0.5% | 5,791 | +0.7% | 0.11% | -8.5% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $1,649,590 | +56.1% | 26,572 | +16.9% | 0.11% | +41.3% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $1,653,733 | +11.1% | 9,667 | +2.2% | 0.11% | +1.0% |
| MCO | Sell | MOODYS CORP | $1,642,744 | +10.5% | 5,896 | -3.6% | 0.11% | +1.0% |
| EWC | ISHARES INCmsci cda etf | $1,631,427 | +6.4% | 49,845 | 0.0% | 0.10% | -2.8% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,615,393 | -0.4% | 7,580 | 0.0% | 0.10% | -8.8% | |
| ECL | Sell | ECOLAB INC | $1,618,919 | -11.4% | 11,122 | -12.2% | 0.10% | -19.4% |
| AON | Sell | AON PLC | $1,609,951 | +6.9% | 5,364 | -4.6% | 0.10% | -2.8% |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $1,600,901 | +4.8% | 343,541 | +6.0% | 0.10% | -4.6% |
| RELX | Buy | RELX PLCsponsored adr | $1,595,923 | +32.0% | 57,573 | +15.8% | 0.10% | +21.2% |
| BMO | Sell | BANK MONTREAL QUE | $1,605,613 | -1.1% | 17,722 | -4.3% | 0.10% | -9.6% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $1,603,877 | +99.5% | 16,745 | +100.0% | 0.10% | +80.7% |
| TAK | Sell | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,592,479 | +18.8% | 102,082 | -1.3% | 0.10% | +7.4% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $1,592,412 | +2.9% | 32,498 | +2.8% | 0.10% | -6.4% |
| PAYX | Sell | PAYCHEX INC | $1,586,061 | -3.4% | 13,725 | -6.2% | 0.10% | -12.1% |
| WF | Buy | WOORI FINL GROUP INCsponsored ads | $1,583,003 | +39.0% | 57,501 | +12.7% | 0.10% | +27.5% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,580,373 | +22.3% | 50,718 | +2.4% | 0.10% | +12.1% |
| AZO | Sell | AUTOZONE INC | $1,570,957 | +12.9% | 637 | -2.0% | 0.10% | +3.1% |
| ZTS | Buy | ZOETIS INCcl a | $1,553,283 | +1.7% | 10,599 | +2.9% | 0.10% | -7.4% |
| FISV | Sell | FISERV INC | $1,563,149 | -1.6% | 15,466 | -8.9% | 0.10% | -10.7% |
| JD | Sell | JD.COM INCspon adr cl a | $1,543,631 | +7.6% | 27,501 | -3.6% | 0.10% | -2.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,547,414 | +39.7% | 11,399 | +15.8% | 0.10% | +26.9% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $1,542,329 | +23.4% | 5,988 | +3.0% | 0.10% | +12.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,531,437 | +3.9% | 10,910 | -8.6% | 0.10% | -5.8% |
| Buy | GENERAL ELECTRIC CO | $1,508,125 | +53.4% | 17,999 | +13.4% | 0.10% | +40.6% | |
| TECK | Sell | TECK RESOURCES LTDcl b | $1,489,541 | +23.2% | 39,385 | -1.0% | 0.10% | +12.9% |
| KLAC | Sell | KLA CORP | $1,494,170 | +4.9% | 3,963 | -15.8% | 0.10% | -4.0% |
| VRSK | Sell | VERISK ANALYTICS INC | $1,499,570 | -33.5% | 8,500 | -35.7% | 0.10% | -39.6% |
| WM | Sell | WASTE MGMT INC DEL | $1,495,851 | -10.1% | 9,535 | -8.2% | 0.10% | -17.9% |
| BNS | Buy | BANK NOVA SCOTIA HALIFAX | $1,474,200 | +53.7% | 30,098 | +49.4% | 0.10% | +39.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,480,664 | +51.1% | 3,854 | +41.1% | 0.10% | +37.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,486,635 | +23.5% | 6,264 | +6.5% | 0.10% | +11.8% |
| ROST | Buy | ROSS STORES INC | $1,465,630 | +42.0% | 12,627 | +3.1% | 0.09% | +28.8% |
| RACE | Buy | FERRARI N V | $1,441,058 | +18.5% | 6,727 | +2.4% | 0.09% | +8.1% |
| SO | Sell | SOUTHERN CO | $1,454,265 | -1.5% | 20,365 | -6.2% | 0.09% | -10.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $1,440,798 | +18.9% | 18,923 | +4.6% | 0.09% | +9.4% |
| PXD | Buy | PIONEER NAT RES CO | $1,454,159 | +8.4% | 6,367 | +2.8% | 0.09% | -2.1% |
| TTM | Buy | TATA MTRS LTDsponsored adr | $1,432,982 | +3.8% | 62,007 | +8.9% | 0.09% | -5.2% |
| ABB | Buy | ABB LTDsponsored adr | $1,415,020 | +26.7% | 46,455 | +6.7% | 0.09% | +15.2% |
| RDY | Buy | DR REDDYS LABS LTDadr | $1,417,018 | +5.0% | 27,382 | +6.2% | 0.09% | -4.2% |
| ALL | Sell | ALLSTATE CORP | $1,420,952 | +7.2% | 10,479 | -1.5% | 0.09% | -2.2% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,421,422 | +6.9% | 5,729 | -7.0% | 0.09% | -3.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $1,411,218 | +13.5% | 1,672 | -5.4% | 0.09% | +3.4% |
| PKX | Buy | POSCO HOLDINGS INCsponsored adr | $1,405,108 | +67.7% | 25,796 | +12.7% | 0.09% | +52.5% |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,399,943 | +24.8% | 57,825 | +3.9% | 0.09% | +13.9% |
| PINS | Sell | PINTEREST INCcl a | $1,382,649 | -0.0% | 56,946 | -4.1% | 0.09% | -9.2% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $1,367,453 | -2.9% | 38,444 | -15.6% | 0.09% | -11.1% |
| ABNB | Sell | AIRBNB INC | $1,377,662 | -25.7% | 16,113 | -8.8% | 0.09% | -32.8% |
| MRNA | Buy | MODERNA INC | $1,368,884 | +67.8% | 7,621 | +10.5% | 0.09% | +51.7% |
| LEVI | Sell | LEVI STRAUSS & CO NEW | $1,370,245 | +7.2% | 88,289 | -0.0% | 0.09% | -2.2% |
| MDT | Sell | MEDTRONIC PLC | $1,366,784 | -29.9% | 17,586 | -27.2% | 0.09% | -36.2% |
| HCA | Buy | HCA HEALTHCARE INC | $1,349,055 | +33.4% | 5,622 | +2.2% | 0.09% | +22.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,348,169 | +22.2% | 29,137 | +2.3% | 0.09% | +11.5% |
| USB | Sell | US BANCORP DEL | $1,347,767 | +1.2% | 30,905 | -6.5% | 0.09% | -7.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,347,817 | +3.6% | 5,473 | +0.9% | 0.09% | -5.4% |
| FLOT | ISHARES TRfltg rate nt etf | $1,358,910 | +0.1% | 27,000 | 0.0% | 0.09% | -9.4% | |
| PSX | Buy | PHILLIPS 66 | $1,347,732 | +38.2% | 12,949 | +7.2% | 0.09% | +26.1% |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,353,768 | +28.1% | 168,799 | -12.2% | 0.09% | +16.0% |
| GWW | Buy | GRAINGER W W INC | $1,335,556 | +15.3% | 2,401 | +1.4% | 0.09% | +4.9% |
| TD | Sell | TORONTO DOMINION BK ONT | $1,339,043 | +1.4% | 20,677 | -4.0% | 0.09% | -7.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,330,494 | +7.7% | 8,936 | +1.4% | 0.08% | -2.3% |
| CLX | Sell | CLOROX CO DEL | $1,302,268 | +4.5% | 9,280 | -4.3% | 0.08% | -4.5% |
| A | Buy | AGILENT TECHNOLOGIES INC | $1,311,832 | +27.9% | 8,766 | +3.9% | 0.08% | +16.7% |
| QID | PROSHARES TRultshrt qqq | $1,311,485 | -5.3% | 50,500 | 0.0% | 0.08% | -14.3% | |
| ING | Buy | ING GROEP N.V.sponsored adr | $1,279,237 | +53.4% | 105,114 | +7.1% | 0.08% | +39.0% |
| EBAY | Buy | EBAY INC. | $1,282,750 | +16.4% | 30,932 | +3.3% | 0.08% | +5.1% |
| Buy | GSK PLCsponsored adr | $1,273,017 | +118.0% | 36,227 | +82.7% | 0.08% | +100.0% | |
| FSLR | Buy | FIRST SOLAR INC | $1,256,439 | +14.5% | 8,388 | +1.2% | 0.08% | +5.2% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $1,262,968 | +5.3% | 9,995 | +0.6% | 0.08% | -4.7% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $1,263,323 | +36.9% | 874 | +2.7% | 0.08% | +24.6% |
| MET | Buy | METLIFE INC | $1,261,699 | +27.2% | 17,434 | +6.9% | 0.08% | +15.7% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,257,649 | +16.6% | 7,482 | +0.4% | 0.08% | +6.6% |
| VALE | Buy | VALE S Asponsored ads | $1,262,873 | +35.6% | 74,418 | +6.5% | 0.08% | +22.7% |
| KR | Sell | KROGER CO | $1,252,921 | +0.9% | 28,105 | -1.0% | 0.08% | -9.1% |
| FICO | Sell | FAIR ISAAC CORP | $1,246,842 | +43.0% | 2,083 | -1.6% | 0.08% | +31.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,225,342 | +29.9% | 6,677 | +21.0% | 0.08% | +19.7% |
| EMR | Buy | EMERSON ELEC CO | $1,234,085 | +36.5% | 12,847 | +4.1% | 0.08% | +23.4% |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $1,227,855 | +35.8% | 26,451 | +16.4% | 0.08% | +23.4% |
| BKNG | Sell | BOOKING HOLDINGS INC | $1,211,183 | +22.5% | 601 | -0.2% | 0.08% | +11.4% |
| BP | Sell | BP PLCsponsored adr | $1,218,184 | +17.4% | 34,875 | -4.1% | 0.08% | +6.8% |
| GLD | Sell | SPDR GOLD TR | $1,215,640 | +8.2% | 7,166 | -1.3% | 0.08% | -1.3% |
| AMP | Buy | AMERIPRISE FINL INC | $1,215,900 | +24.3% | 3,905 | +0.6% | 0.08% | +13.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,197,627 | +21.5% | 4,827 | +3.8% | 0.08% | +10.0% |
| DXCM | Buy | DEXCOM INC | $1,185,283 | +49.3% | 10,467 | +6.1% | 0.08% | +35.7% |
| LRCX | Buy | LAM RESEARCH CORP | $1,169,275 | +18.0% | 2,782 | +2.7% | 0.08% | +7.1% |
| EQNR | Sell | EQUINOR ASAsponsored adr | $1,149,716 | +7.0% | 32,106 | -1.1% | 0.07% | -2.6% |
| CCI | Sell | CROWN CASTLE INC | $1,151,688 | -10.2% | 8,491 | -4.3% | 0.07% | -17.8% |
| Buy | NU HLDGS LTD | $1,149,763 | +63.6% | 282,497 | +76.9% | 0.07% | +48.0% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,147,459 | +15.0% | 10,604 | +0.8% | 0.07% | +5.7% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,144,191 | +16.4% | 25,136 | -1.5% | 0.07% | +5.8% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $1,130,559 | +19.9% | 3,334 | +7.2% | 0.07% | +10.6% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,139,414 | -0.9% | 11,456 | -14.6% | 0.07% | -9.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,120,651 | -4.2% | 22,422 | -4.0% | 0.07% | -12.2% |
| BG | Buy | BUNGE LIMITED | $1,124,707 | +24.4% | 11,273 | +2.9% | 0.07% | +12.5% |
| GPN | Sell | GLOBAL PMTS INC | $1,121,323 | -26.6% | 11,290 | -20.1% | 0.07% | -33.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,119,441 | +5.7% | 4,204 | +6.1% | 0.07% | -4.0% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,105,203 | -12.2% | 6,880 | -10.7% | 0.07% | -20.2% |
| TFC | Buy | TRUIST FINL CORP | $1,107,033 | +1.1% | 25,727 | +2.3% | 0.07% | -7.8% |
| PDD | Sell | PINDUODUO INCsponsored ads | $1,082,902 | +27.7% | 13,279 | -2.0% | 0.07% | +16.7% |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,093,462 | +6.5% | 6,277 | 0.0% | 0.07% | -2.8% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,095,969 | +5.4% | 10,683 | -7.2% | 0.07% | -4.1% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $1,070,934 | -7.1% | 13,990 | -9.8% | 0.07% | -14.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $1,067,420 | -4.3% | 3,808 | -2.8% | 0.07% | -12.7% |
| BCE | Buy | BCE INC | $1,079,412 | +12.3% | 24,560 | +7.2% | 0.07% | +1.5% |
| AME | Buy | AMETEK INC | $1,062,990 | +24.0% | 7,608 | +0.7% | 0.07% | +13.3% |
| IDXX | Buy | IDEXX LABS INC | $1,059,880 | +37.3% | 2,598 | +9.6% | 0.07% | +25.9% |
| JLL | Sell | JONES LANG LASALLE INC | $1,051,045 | -3.4% | 6,595 | -8.4% | 0.07% | -11.7% |
| CDW | Buy | CDW CORP | $1,065,051 | +16.1% | 5,964 | +1.5% | 0.07% | +4.6% |
| TPR | Sell | TAPESTRY INC | $1,039,051 | +31.9% | 27,286 | -1.5% | 0.07% | +19.6% |
| SRE | Sell | SEMPRA | $1,042,836 | -0.8% | 6,748 | -3.8% | 0.07% | -9.5% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $1,045,768 | -2.1% | 17,337 | -16.3% | 0.07% | -10.7% |
| OVV | Buy | OVINTIV INC | $1,029,362 | +11.0% | 20,299 | +0.7% | 0.07% | +1.5% |
| CRH | Buy | CRH PLCadr | $1,026,940 | +27.6% | 25,809 | +3.4% | 0.07% | +15.8% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $1,014,087 | +29.8% | 25,949 | +7.5% | 0.06% | +18.2% |
| ADSK | Buy | AUTODESK INC | $1,016,573 | +1.1% | 5,440 | +1.0% | 0.06% | -8.5% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,004,454 | +77.5% | 26,433 | +27.7% | 0.06% | +62.5% |
| EOG | Buy | EOG RES INC | $1,014,919 | +24.7% | 7,836 | +7.5% | 0.06% | +14.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,006,569 | +21.6% | 3,459 | +1.2% | 0.06% | +12.1% |
| GPS | Buy | GAP INC | $1,018,629 | +54.8% | 90,304 | +12.8% | 0.06% | +41.3% |
| EWJ | ISHARES INCmsci jpn etf new | $1,001,696 | +11.4% | 18,400 | 0.0% | 0.06% | +1.6% | |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $993,363 | +101.9% | 148,930 | +36.2% | 0.06% | +82.9% |
| RSG | Sell | REPUBLIC SVCS INC | $999,028 | -8.3% | 7,745 | -3.3% | 0.06% | -16.9% |
| FDX | Buy | FEDEX CORP | $994,688 | +34.4% | 5,743 | +15.2% | 0.06% | +23.1% |
| CTVA | Buy | CORTEVA INC | $1,003,551 | +5.6% | 17,073 | +2.7% | 0.06% | -4.5% |
| AEG | Buy | AEGON N V | $977,372 | +50.8% | 193,923 | +18.5% | 0.06% | +37.0% |
| FTS | Buy | FORTIS INC | $964,524 | +44.0% | 24,089 | +36.6% | 0.06% | +31.9% |
| TRGP | Sell | TARGA RES CORP | $970,494 | +17.5% | 13,204 | -3.5% | 0.06% | +6.9% |
| SYY | Sell | SYSCO CORP | $969,470 | +7.7% | 12,681 | -0.4% | 0.06% | -1.6% |
| YUM | Buy | YUM BRANDS INC | $956,758 | +22.5% | 7,470 | +1.7% | 0.06% | +10.9% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $952,758 | +20.3% | 2,205 | +0.2% | 0.06% | +8.9% |
| HAL | Buy | HALLIBURTON CO | $948,020 | +65.4% | 24,092 | +3.5% | 0.06% | +52.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $954,262 | -15.4% | 12,790 | -6.3% | 0.06% | -23.8% |
| IEUR | ISHARES TRcore msci euro | $956,175 | +20.1% | 20,130 | 0.0% | 0.06% | +8.9% | |
| LNG | Sell | CHENIERE ENERGY INC | $955,245 | -10.0% | 6,370 | -0.4% | 0.06% | -18.7% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $954,682 | +22.1% | 23,879 | +8.4% | 0.06% | +10.9% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $939,605 | +48.9% | 7,998 | +13.8% | 0.06% | +36.4% |
| COF | Sell | CAPITAL ONE FINL CORP | $941,499 | -0.5% | 10,128 | -1.4% | 0.06% | -10.4% |
| NOV | Buy | NOV INC | $930,650 | +35.9% | 44,550 | +5.2% | 0.06% | +25.0% |
| ES | Buy | EVERSOURCE ENERGY | $931,714 | +34.3% | 11,113 | +24.9% | 0.06% | +22.4% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $939,254 | +19.8% | 9,251 | +2.7% | 0.06% | +9.1% |
| SNPS | Sell | SYNOPSYS INC | $929,134 | -13.7% | 2,910 | -17.5% | 0.06% | -21.1% |
| OXY | Sell | OCCIDENTAL PETE CORP | $923,685 | -0.6% | 14,664 | -3.0% | 0.06% | -10.6% |
| CME | Sell | CME GROUP INC | $921,181 | -27.6% | 5,478 | -23.8% | 0.06% | -34.4% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $913,112 | +51.9% | 16,506 | +17.1% | 0.06% | +40.5% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $905,492 | +21.2% | 11,233 | +7.4% | 0.06% | +9.4% |
| HSIC | Sell | HENRY SCHEIN INC | $900,854 | +20.4% | 11,279 | -0.8% | 0.06% | +9.4% |
| New | BROOKFIELD CORPcl a ltd vt sh | $890,475 | – | 28,305 | +100.0% | 0.06% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $866,728 | +45.9% | 12,629 | +7.1% | 0.06% | +33.3% |
| INGR | Buy | INGREDION INC | $867,170 | +75.9% | 8,855 | +44.6% | 0.06% | +60.0% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $850,093 | +40.7% | 3,001 | +14.9% | 0.06% | +27.9% |
| BILI | Buy | BILIBILI INCspons ads rep z | $857,933 | +361.3% | 36,215 | +197.6% | 0.06% | +323.1% |
| NTES | Buy | NETEASE INCsponsored ads | $862,046 | +5.3% | 11,869 | +9.6% | 0.06% | -5.2% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $858,875 | +30.1% | 5,183 | +6.3% | 0.06% | +17.0% |
| TS | Buy | TENARIS S Asponsored ads | $855,548 | +41.6% | 24,333 | +4.1% | 0.06% | +27.9% |
| NDAQ | Buy | NASDAQ INC | $852,765 | +8.8% | 13,900 | +0.5% | 0.06% | 0.0% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $838,216 | +45.3% | 284,141 | +14.3% | 0.05% | +31.7% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $843,546 | +2.0% | 11,060 | -1.3% | 0.05% | -6.9% |
| DRI | Sell | DARDEN RESTAURANTS INC | $834,130 | -8.9% | 6,030 | -16.9% | 0.05% | -16.9% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $817,722 | +0.6% | 2,468 | -12.8% | 0.05% | -7.0% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $827,966 | +16.3% | 12,103 | -0.7% | 0.05% | +6.0% |
| HES | Buy | HESS CORP | $826,811 | +37.8% | 5,830 | +5.8% | 0.05% | +26.2% |
| WMB | Buy | WILLIAMS COS INC | $804,076 | +16.5% | 24,440 | +1.5% | 0.05% | +6.1% |
| IMO | Buy | IMPERIAL OIL LTD | $802,017 | +19.9% | 16,455 | +6.5% | 0.05% | +10.6% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $806,275 | +21.2% | 19,546 | +4.5% | 0.05% | +10.6% |
| PSA | Sell | PUBLIC STORAGE | $816,193 | -13.4% | 2,913 | -9.4% | 0.05% | -21.2% |
| MSCI | Sell | MSCI INC | $804,279 | +1.8% | 1,729 | -7.7% | 0.05% | -7.1% |
| OKE | Sell | ONEOK INC NEW | $813,104 | +18.5% | 12,376 | -7.4% | 0.05% | +8.3% |
| SHOP | Buy | SHOPIFY INCcl a | $800,725 | +57.3% | 23,069 | +22.2% | 0.05% | +41.7% |
| IX | Sell | ORIX CORPsponsored adr | $801,255 | +2.1% | 9,951 | -10.5% | 0.05% | -7.3% |
| CNQ | Sell | CANADIAN NAT RES LTD | $786,860 | +17.8% | 14,170 | -1.3% | 0.05% | +8.5% |
| EXC | Buy | EXELON CORP | $789,855 | +39.6% | 18,271 | +21.0% | 0.05% | +27.5% |
| STLA | Buy | STELLANTIS N.V | $789,506 | +31.6% | 55,599 | +9.7% | 0.05% | +21.4% |
| VMW | Sell | VMWARE INC | $791,311 | +8.1% | 6,446 | -6.3% | 0.05% | -1.9% |
| ETSY | Buy | ETSY INC | $777,252 | +24.6% | 6,489 | +4.1% | 0.05% | +13.6% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $786,206 | +29.1% | 49,261 | -3.2% | 0.05% | +16.3% |
| DVY | Buy | ISHARES TRselect divid etf | $773,528 | +19.2% | 6,414 | +6.0% | 0.05% | +8.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $771,374 | +6.7% | 8,124 | -2.9% | 0.05% | -2.0% |
| PCAR | Buy | PACCAR INC | $778,102 | +19.2% | 7,862 | +0.7% | 0.05% | +8.7% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $763,121 | +9.5% | 8,991 | +0.4% | 0.05% | 0.0% |
| EA | Buy | ELECTRONIC ARTS INC | $760,453 | +16.3% | 6,224 | +10.1% | 0.05% | +6.5% |
| BIIB | Buy | BIOGEN INC | $762,361 | +36.9% | 2,753 | +32.0% | 0.05% | +25.6% |
| XLK | SELECT SECTOR SPDR TRtechnology | $756,097 | +4.7% | 6,076 | 0.0% | 0.05% | -3.9% | |
| WEC | Sell | WEC ENERGY GROUP INC | $762,925 | +2.3% | 8,137 | -2.5% | 0.05% | -7.5% |
| NICE | Buy | NICE LTDsponsored adr | $747,855 | +9.5% | 3,889 | +7.2% | 0.05% | 0.0% |
| BBY | Sell | BEST BUY INC | $746,996 | +6.6% | 9,313 | -15.8% | 0.05% | -2.0% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $745,589 | +8.7% | 3,168 | +13.7% | 0.05% | 0.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $745,675 | -10.9% | 2,403 | -5.2% | 0.05% | -18.6% |
| FAST | Buy | FASTENAL CO | $751,158 | +3.8% | 15,874 | +1.0% | 0.05% | -5.9% |
| DHI | Sell | D R HORTON INC | $740,753 | +27.9% | 8,310 | -3.3% | 0.05% | +17.1% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $739,532 | -14.3% | 533 | -7.1% | 0.05% | -23.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $732,284 | +8.6% | 51,935 | +1.5% | 0.05% | -2.1% |
| ENTG | Buy | ENTEGRIS INC | $724,967 | -12.0% | 11,053 | +11.4% | 0.05% | -19.0% |
| ASX | Buy | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $733,371 | +27.8% | 116,965 | +1.6% | 0.05% | +17.5% |
| MRO | Sell | MARATHON OIL CORP | $715,244 | +9.9% | 26,422 | -8.4% | 0.05% | 0.0% |
| ILMN | Buy | ILLUMINA INC | $721,247 | +12.7% | 3,567 | +6.4% | 0.05% | +2.2% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $720,835 | +2.0% | 10,261 | -11.4% | 0.05% | -8.0% |
| PTEN | Sell | PATTERSON-UTI ENERGY INC | $722,537 | +39.2% | 42,906 | -3.4% | 0.05% | +24.3% |
| CPRT | Buy | COPART INC | $717,284 | +32.3% | 11,780 | +131.3% | 0.05% | +21.1% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $721,152 | +52.1% | 24,421 | +8.0% | 0.05% | +39.4% |
| GLW | Sell | CORNING INC | $703,638 | +6.1% | 22,030 | -3.6% | 0.04% | -4.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $696,513 | +136.9% | 13,467 | +109.9% | 0.04% | +114.3% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $706,072 | +41.8% | 21,197 | +8.9% | 0.04% | +28.6% |
| FERG | Sell | FERGUSON PLC NEW | $700,493 | -3.2% | 5,517 | -21.6% | 0.04% | -11.8% |
| GMAB | Buy | GENMAB A/Ssponsored ads | $708,000 | +34.9% | 16,706 | +2.3% | 0.04% | +21.6% |
| PVH | Buy | PVH CORPORATION | $702,935 | +119.7% | 9,958 | +39.2% | 0.04% | +95.7% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $693,219 | +7.1% | 16,660 | 0.0% | 0.04% | -2.2% | |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $699,406 | +10.1% | 32,440 | +2.5% | 0.04% | 0.0% |
| COG | Buy | COTERRA ENERGY INC | $686,854 | -1.3% | 27,955 | +4.9% | 0.04% | -10.2% |
| AIG | Buy | AMERICAN INTL GROUP INC | $690,201 | +42.6% | 10,914 | +7.1% | 0.04% | +29.4% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $681,934 | -1.3% | 11,924 | -0.8% | 0.04% | -10.2% |
| CMA | Buy | COMERICA INC | $679,129 | -4.6% | 10,159 | +1.4% | 0.04% | -12.0% |
| EQT | Sell | EQT CORP | $663,880 | -21.2% | 19,624 | -5.0% | 0.04% | -27.1% |
| NTAP | Sell | NETAPP INC | $673,453 | -10.9% | 11,213 | -8.2% | 0.04% | -18.9% |
| HD | New | HOME DEPOT INCcall | $663,306 | – | 2,100 | +100.0% | 0.04% | – |
| CNHI | Buy | CNH INDL N V | $676,560 | +72.2% | 42,127 | +19.7% | 0.04% | +53.6% |
| WCN | Sell | WASTE CONNECTIONS INC | $662,137 | -7.5% | 4,995 | -5.7% | 0.04% | -14.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $667,729 | -28.4% | 3,207 | -28.5% | 0.04% | -34.8% |
| L | Buy | LOEWS CORP | $675,286 | +33.7% | 11,577 | +14.3% | 0.04% | +19.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $648,765 | +27.7% | 3,183 | +17.7% | 0.04% | +16.7% |
| MKC | Buy | MCCORMICK & CO INC | $654,002 | +19.8% | 7,890 | +3.0% | 0.04% | +10.5% |
| KDP | Sell | KEURIG DR PEPPER INC | $649,333 | -30.3% | 18,209 | -29.9% | 0.04% | -36.4% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $649,158 | +10.8% | 4,746 | -2.4% | 0.04% | +2.4% |
| IHG | Buy | INTERCONTINENTAL HOTELS GROUsponsored ads | $650,024 | +60.1% | 11,142 | +33.2% | 0.04% | +44.8% |
| KEP | Buy | KOREA ELEC PWR CORPsponsored adr | $650,324 | +160.1% | 75,269 | +104.5% | 0.04% | +133.3% |
| SNOW | Buy | SNOWFLAKE INCcl a | $648,514 | -7.6% | 4,518 | +9.3% | 0.04% | -14.3% |
| HALO | Sell | HALOZYME THERAPEUTICS INC | $651,334 | +34.0% | 11,447 | -6.8% | 0.04% | +23.5% |
| URI | Sell | UNITED RENTALS INC | $650,419 | +29.1% | 1,830 | -2.0% | 0.04% | +16.7% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $658,819 | +74.3% | 10,973 | +31.1% | 0.04% | +55.6% |
| DLR | Sell | DIGITAL RLTY TR INC | $634,809 | -10.0% | 6,331 | -11.0% | 0.04% | -18.0% |
| WPP | Sell | WPP PLC NEWadr | $634,115 | -0.3% | 12,899 | -16.5% | 0.04% | -8.9% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $642,911 | +16.3% | 7,661 | +0.0% | 0.04% | +5.1% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $643,306 | +10.0% | 12,577 | 0.0% | 0.04% | 0.0% | |
| F | Sell | FORD MTR CO DEL | $631,788 | -10.0% | 54,324 | -13.3% | 0.04% | -16.3% |
| FITB | Buy | FIFTH THIRD BANCORP | $639,008 | +16.6% | 19,476 | +13.5% | 0.04% | +5.1% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $636,225 | +23.3% | 4,990 | +1.2% | 0.04% | +13.9% |
| TROW | Buy | PRICE T ROWE GROUP INC | $640,618 | +14.2% | 5,874 | +9.9% | 0.04% | +2.5% |
| ALC | Buy | ALCON AG | $625,930 | +32.1% | 9,131 | +12.1% | 0.04% | +21.2% |
| VICI | Buy | VICI PPTYS INC | $627,361 | +10.1% | 19,363 | +1.3% | 0.04% | 0.0% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $619,960 | +1.5% | 7,605 | -0.3% | 0.04% | -7.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $626,962 | +28.5% | 8,268 | +4.9% | 0.04% | +17.6% |
| DLTR | Buy | DOLLAR TREE INC | $626,013 | +15.7% | 4,426 | +11.3% | 0.04% | +5.3% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $624,351 | +15.8% | 6,008 | -1.5% | 0.04% | +5.3% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $624,494 | -5.8% | 7,408 | -10.2% | 0.04% | -14.9% |
| GIB | Sell | CGI INCcl a sub vtg | $623,495 | +10.9% | 7,239 | -3.0% | 0.04% | 0.0% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $618,451 | +98.9% | 5,899 | +72.4% | 0.04% | +81.8% |
| CTAS | Buy | CINTAS CORP | $624,590 | +16.5% | 1,383 | +0.1% | 0.04% | +5.3% |
| VTR | Buy | VENTAS INC | $629,168 | +38.3% | 13,966 | +23.4% | 0.04% | +25.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $628,188 | -5.5% | 6,591 | -15.1% | 0.04% | -14.9% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $620,862 | +12.7% | 3,293 | +2.2% | 0.04% | +2.6% |
| PSO | Sell | PEARSON PLCsponsored adr | $619,467 | +7.0% | 54,966 | -9.4% | 0.04% | -2.4% |
| PPG | Sell | PPG INDS INC | $603,426 | +7.8% | 4,799 | -5.2% | 0.04% | 0.0% |
| O | Buy | REALTY INCOME CORP | $608,865 | +29.5% | 9,599 | +18.9% | 0.04% | +18.2% |
| VLO | Sell | VALERO ENERGY CORP | $611,211 | +4.1% | 4,818 | -12.2% | 0.04% | -4.9% |
| NOK | Sell | NOKIA CORPsponsored adr | $604,861 | -13.5% | 130,358 | -20.5% | 0.04% | -20.4% |
| LKQ | Buy | LKQ CORP | $607,218 | +18.4% | 11,369 | +4.5% | 0.04% | +8.3% |
| CLH | Sell | CLEAN HARBORS INC | $606,205 | +2.7% | 5,312 | -1.0% | 0.04% | -7.1% |
| FTNT | Sell | FORTINET INC | $607,458 | -6.4% | 12,425 | -5.9% | 0.04% | -15.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $612,945 | +31.3% | 10,004 | +20.5% | 0.04% | +18.2% |
| LVHD | LEGG MASON ETF INVTfranklin us low | $597,532 | +11.3% | 15,708 | 0.0% | 0.04% | 0.0% | |
| DOW | Buy | DOW INC | $597,877 | +28.0% | 11,865 | +11.6% | 0.04% | +15.2% |
| TRP | Buy | TC ENERGY CORP | $599,415 | +5.5% | 15,038 | +6.8% | 0.04% | -5.0% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $587,071 | -13.2% | 55,124 | +0.6% | 0.04% | -20.8% |
| RMD | Sell | RESMED INC | $593,379 | -18.8% | 2,851 | -14.8% | 0.04% | -26.9% |
| OC | Buy | OWENS CORNING NEW | $584,134 | +17.5% | 6,848 | +8.3% | 0.04% | +8.6% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $592,700 | +34.4% | 15,865 | +13.2% | 0.04% | +22.6% |
| IEX | Buy | IDEX CORP | $589,320 | +21.3% | 2,581 | +6.1% | 0.04% | +11.8% |
| MELI | New | MERCADOLIBRE INCcall | $592,368 | – | 700 | +100.0% | 0.04% | – |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $588,276 | +26.2% | 2,073 | +10.7% | 0.04% | +15.2% |
| SU | Sell | SUNCOR ENERGY INC NEW | $591,828 | +3.5% | 18,652 | -8.3% | 0.04% | -5.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $569,508 | -5.1% | 1,783 | -8.7% | 0.04% | -11.9% |
| NUE | Sell | NUCOR CORP | $574,823 | +11.6% | 4,361 | -9.4% | 0.04% | +2.8% |
| DB | Buy | DEUTSCHE BANK A Gnamen akt | $572,659 | +68.9% | 49,710 | +8.5% | 0.04% | +54.2% |
| LULU | Buy | LULULEMON ATHLETICA INC | $573,160 | +20.4% | 1,789 | +4.9% | 0.04% | +8.8% |
| RRC | Sell | RANGE RES CORP | $576,211 | -2.5% | 23,030 | -1.5% | 0.04% | -11.9% |
| ENPH | Sell | ENPHASE ENERGY INC | $579,732 | -6.3% | 2,188 | -2.0% | 0.04% | -15.9% |
| SJR | Buy | SHAW COMMUNICATIONS INCcl b conv | $571,945 | +39.5% | 19,873 | +17.8% | 0.04% | +27.6% |
| JHX | Sell | JAMES HARDIE INDS PLCsponsored adr | $562,850 | -17.2% | 31,374 | -8.8% | 0.04% | -25.0% |
| WSM | Sell | WILLIAMS SONOMA INC | $561,844 | -10.5% | 4,889 | -8.2% | 0.04% | -18.2% |
| IQV | Buy | IQVIA HLDGS INC | $563,652 | +28.4% | 2,751 | +13.4% | 0.04% | +16.1% |
| G | Buy | GENPACT LIMITED | $565,475 | +6.1% | 12,208 | +0.3% | 0.04% | -5.3% |
| D | Sell | DOMINION ENERGY INC | $567,701 | -35.6% | 9,258 | -27.5% | 0.04% | -41.9% |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $565,115 | +1.6% | 14,442 | -2.0% | 0.04% | -7.7% |
| GOLD | Sell | BARRICK GOLD CORP | $559,140 | +6.9% | 32,546 | -3.6% | 0.04% | -2.7% |
| KKR | Buy | KKR & CO INC | $557,597 | +19.1% | 12,012 | +10.2% | 0.04% | +9.1% |
| CNC | Sell | CENTENE CORP DEL | $568,001 | -5.2% | 6,926 | -10.0% | 0.04% | -14.3% |
| WAT | Buy | WATERS CORP | $559,776 | +31.7% | 1,634 | +3.7% | 0.04% | +20.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $537,964 | +10.9% | 5,233 | +0.1% | 0.04% | +2.9% |
| AVY | Sell | AVERY DENNISON CORP | $543,181 | +10.0% | 3,001 | -1.1% | 0.04% | 0.0% |
| KYN | Sell | KAYNE ANDERSON ENERGY INFRST | $539,267 | -47.1% | 63,000 | -50.0% | 0.04% | -51.4% |
| DFS | Buy | DISCOVER FINL SVCS | $539,435 | +7.9% | 5,514 | +0.2% | 0.04% | 0.0% |
| BCS | Sell | BARCLAYS PLCadr | $538,621 | +21.0% | 69,054 | -0.6% | 0.04% | +12.9% |
| DLN | WISDOMTREE TRus largecap divd | $548,258 | +12.1% | 8,850 | 0.0% | 0.04% | +2.9% | |
| EPAM | Sell | EPAM SYS INC | $536,510 | -11.5% | 1,637 | -2.2% | 0.03% | -20.9% |
| ORA | Buy | ORMAT TECHNOLOGIES INC | $525,452 | +13.5% | 6,076 | +13.2% | 0.03% | +3.0% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $525,543 | +2.4% | 1,555 | -2.4% | 0.03% | -5.6% |
| SCCO | Buy | SOUTHERN COPPER CORP | $532,217 | +37.2% | 8,813 | +1.8% | 0.03% | +25.9% |
| MFC | Sell | MANULIFE FINL CORP | $526,298 | +12.7% | 29,501 | -1.1% | 0.03% | +3.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $507,996 | -5.4% | 2,192 | -6.2% | 0.03% | -13.2% |
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $520,106 | +42.5% | 14,937 | -1.9% | 0.03% | +26.9% | |
| NMR | Buy | NOMURA HLDGS INCsponsored adr | $512,835 | +17.6% | 136,756 | +3.5% | 0.03% | +6.5% |
| TEF | Sell | TELEFONICA S Asponsored adr | $514,544 | -32.8% | 144,130 | -39.1% | 0.03% | -38.9% |
| ZNH | Buy | CHINA SOUTHERN AIRLINES CO Lspon adr cl h | $516,456 | +122.6% | 15,940 | +82.9% | 0.03% | +106.2% |
| ARGX | Buy | ARGENX SEsponsored adr | $514,451 | +10.4% | 1,358 | +2.8% | 0.03% | 0.0% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $520,477 | -15.9% | 6,519 | -4.4% | 0.03% | -25.0% |
| UGI | Sell | UGI CORP NEW | $507,451 | +9.1% | 13,689 | -4.9% | 0.03% | 0.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $516,067 | -17.3% | 7,606 | -7.9% | 0.03% | -25.0% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $510,232 | -14.5% | 4,186 | -8.4% | 0.03% | -21.4% |
| DOCU | Buy | DOCUSIGN INC | $511,526 | +6.3% | 9,230 | +2.5% | 0.03% | -2.9% |
| CAG | Buy | CONAGRA BRANDS INC | $513,278 | +21.6% | 13,263 | +2.6% | 0.03% | +10.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $491,891 | +49.5% | 12,230 | +27.1% | 0.03% | +39.1% |
| TME | Sell | TENCENT MUSIC ENTMT GROUPspon ads | $498,663 | +43.3% | 60,225 | -29.8% | 0.03% | +28.0% |
| KHC | Buy | KRAFT HEINZ CO | $493,120 | +48.5% | 12,113 | +21.8% | 0.03% | +39.1% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $495,334 | +144.0% | 24,022 | +109.3% | 0.03% | +128.6% |
| XEL | Sell | XCEL ENERGY INC | $500,235 | -2.1% | 7,135 | -10.7% | 0.03% | -11.1% |
| FNV | Sell | FRANCO NEV CORP | $492,420 | +3.0% | 3,608 | -9.8% | 0.03% | -5.9% |
| DOV | Sell | DOVER CORP | $493,163 | +14.7% | 3,642 | -1.2% | 0.03% | +6.7% |
| GL | Sell | GLOBE LIFE INC | $501,126 | -62.9% | 4,157 | -69.3% | 0.03% | -66.3% |
| WAL | Buy | WESTERN ALLIANCE BANCORP | $499,232 | -8.6% | 8,382 | +0.9% | 0.03% | -15.8% |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $495,230 | -24.5% | 171,955 | -3.6% | 0.03% | -30.4% |
| CCJ | Sell | CAMECO CORP | $484,141 | -19.2% | 21,356 | -5.5% | 0.03% | -26.2% |
| QGEN | Sell | QIAGEN NV | $488,726 | +17.8% | 9,800 | -2.6% | 0.03% | +6.9% |
| VRSN | Buy | VERISIGN INC | $482,784 | +21.6% | 2,350 | +2.8% | 0.03% | +10.7% |
| E | Sell | ENI S P Asponsored adr | $487,507 | +35.0% | 17,010 | -0.3% | 0.03% | +24.0% |
| SUI | Sell | SUN CMNTYS INC | $490,204 | +4.5% | 3,428 | -1.1% | 0.03% | -6.1% |
| PNR | Sell | PENTAIR PLC | $486,953 | +2.9% | 10,826 | -7.0% | 0.03% | -6.1% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $478,974 | -4.8% | 1,868 | -2.7% | 0.03% | -11.4% |
| ARCC | Sell | ARES CAPITAL CORP | $484,726 | -17.1% | 26,244 | -24.2% | 0.03% | -24.4% |
| TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $490,117 | -32.6% | 20,550 | -18.5% | 0.03% | -39.2% |
| CSGP | Buy | COSTAR GROUP INC | $476,431 | +22.2% | 6,165 | +10.2% | 0.03% | +14.8% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $472,185 | +75.5% | 31,500 | +80.4% | 0.03% | +57.9% |
| HMC | Sell | HONDA MOTOR LTD | $469,384 | +0.9% | 20,533 | -4.7% | 0.03% | -9.1% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $468,980 | +11.1% | 3,468 | +0.0% | 0.03% | 0.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $472,234 | +12.7% | 4,869 | +12.0% | 0.03% | 0.0% |
| WELL | Buy | WELLTOWER INC | $464,422 | +29.0% | 7,085 | +26.5% | 0.03% | +20.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $465,475 | +11.1% | 2,965 | +9.9% | 0.03% | 0.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $467,713 | +30.6% | 2,079 | +7.9% | 0.03% | +20.0% |
| OKTA | Buy | OKTA INCcl a | $467,856 | +56.5% | 6,847 | +30.2% | 0.03% | +42.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $463,350 | +15.5% | 1,500 | 0.0% | 0.03% | +7.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +15.4% | 1 | 0.0% | 0.03% | +3.4% | |
| PROSHARES TRultrashrt s&p500 | $459,700 | -15.8% | 10,000 | 0.0% | 0.03% | -21.1% | ||
| APA | Buy | APA CORPORATION | $473,195 | +39.2% | 10,137 | +1.9% | 0.03% | +25.0% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $471,838 | +4.4% | 3,740 | -7.2% | 0.03% | -6.2% |
| ALB | Sell | ALBEMARLE CORP | $459,526 | -37.1% | 2,119 | -23.3% | 0.03% | -41.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $467,440 | -37.6% | 5,344 | -48.6% | 0.03% | -43.4% |
| SQ | Buy | BLOCK INCcl a | $468,347 | +24.9% | 7,453 | +9.5% | 0.03% | +15.4% |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $457,233 | +11.8% | 8,556 | 0.0% | 0.03% | 0.0% | |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $453,743 | -5.9% | 206,247 | -23.4% | 0.03% | -14.7% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $456,436 | +0.8% | 7,805 | +0.4% | 0.03% | -9.4% |
| EEMD | Sell | ETF SER SOLUTIONSaam s&p emrg | $443,885 | -40.7% | 25,000 | -50.0% | 0.03% | -45.3% |
| LOGI | Buy | LOGITECH INTL S A | $457,226 | +115.7% | 7,345 | +59.6% | 0.03% | +93.3% |
| STE | Buy | STERIS PLC | $447,134 | +39.3% | 2,421 | +25.4% | 0.03% | +26.1% |
| PHI | Sell | PLDT INCsponsored adr | $449,798 | -20.7% | 19,728 | -12.0% | 0.03% | -27.5% |
| WPC | Sell | WP CAREY INC | $452,957 | -18.5% | 5,796 | -27.2% | 0.03% | -25.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $444,286 | +117.8% | 5,881 | +91.9% | 0.03% | +107.1% |
| NBTB | Sell | NBT BANCORP INC | $450,352 | +14.3% | 10,372 | -0.0% | 0.03% | +3.6% |
| FTV | Sell | FORTIVE CORP | $438,699 | +5.7% | 6,828 | -4.1% | 0.03% | -3.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $429,591 | +22.7% | 5,486 | -0.1% | 0.03% | +12.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $438,794 | -8.4% | 5,320 | -10.9% | 0.03% | -17.6% |
| DTE | Buy | DTE ENERGY CO | $436,859 | +14.7% | 3,717 | +12.1% | 0.03% | +3.7% |
| CIG | Buy | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $433,815 | +24.7% | 213,702 | +23.9% | 0.03% | +12.0% |
| PSTG | Buy | PURE STORAGE INCcl a | $431,264 | -2.0% | 16,116 | +0.2% | 0.03% | -9.7% |
| TCOM | Buy | TRIP COM GROUP LTDads | $437,740 | +39.4% | 12,725 | +10.8% | 0.03% | +27.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $428,745 | -8.8% | 17,776 | -10.1% | 0.03% | -15.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $442,994 | -6.7% | 24,502 | -14.1% | 0.03% | -15.2% |
| NVT | Buy | NVENT ELECTRIC PLC | $416,707 | +23.3% | 10,832 | +1.2% | 0.03% | +12.5% |
| MGA | Buy | MAGNA INTL INC | $427,755 | +27.3% | 7,614 | +7.4% | 0.03% | +12.5% |
| VMC | Sell | VULCAN MATLS CO | $418,688 | +9.3% | 2,391 | -1.6% | 0.03% | 0.0% |
| AEE | Sell | AMEREN CORP | $421,659 | -5.0% | 4,742 | -13.9% | 0.03% | -12.9% |
| LEN | Buy | LENNAR CORPcl a | $422,544 | +24.3% | 4,669 | +2.5% | 0.03% | +12.5% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $416,456 | +49.8% | 30,532 | -7.6% | 0.03% | +35.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $422,389 | +6.7% | 4,981 | 0.0% | 0.03% | -3.6% | |
| BAX | Sell | BAXTER INTL INC | $424,286 | -31.5% | 8,324 | -27.6% | 0.03% | -38.6% |
| CM | Sell | CANADIAN IMPERIAL BK COMM TO | $412,994 | -22.5% | 10,210 | -16.2% | 0.03% | -28.9% |
| RQI | Sell | COHEN & STEERS QUALITY INCOM | $414,495 | -10.9% | 36,043 | -12.8% | 0.03% | -18.2% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $419,893 | +12.0% | 1,927 | +1.2% | 0.03% | +3.8% |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $397,592 | +12.6% | 9,046 | 0.0% | 0.03% | +4.0% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $397,461 | +0.1% | 8,067 | 0.0% | 0.03% | -7.1% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $406,720 | +37.4% | 13,120 | +26.5% | 0.03% | +23.8% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $407,063 | +85.9% | 3,577 | +1.3% | 0.03% | +73.3% |
| APTV | Buy | APTIV PLC | $409,958 | +24.2% | 4,402 | +4.4% | 0.03% | +13.0% |
| ON | Sell | ON SEMICONDUCTOR CORP | $401,351 | -4.4% | 6,435 | -4.6% | 0.03% | -13.3% |
| AU | Buy | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $412,034 | +66.8% | 21,217 | +18.6% | 0.03% | +52.9% |
| SSL | Buy | SASOL LTDsponsored adr | $408,743 | +4.3% | 26,018 | +4.6% | 0.03% | -7.1% |
| MOS | Sell | MOSAIC CO NEW | $399,129 | -22.6% | 9,098 | -14.8% | 0.03% | -27.8% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $397,649 | +11.7% | 2,563 | 0.0% | 0.03% | +4.0% | |
| MAN | New | MANPOWERGROUP INC WIS | $411,890 | – | 4,950 | +100.0% | 0.03% | – |
| KEY | Buy | KEYCORP | $406,687 | +9.3% | 23,346 | +0.5% | 0.03% | 0.0% |
| PPL | Buy | PPL CORP | $398,181 | +99.1% | 13,627 | +73.0% | 0.03% | +85.7% |
| AVB | Sell | AVALONBAY CMNTYS INC | $395,562 | -20.9% | 2,449 | -9.6% | 0.02% | -28.6% |
| GFI | Sell | GOLD FIELDS LTDsponsored adr | $393,673 | +22.3% | 38,036 | -4.4% | 0.02% | +8.7% |
| PWR | Buy | QUANTA SVCS INC | $395,010 | +12.2% | 2,772 | +0.4% | 0.02% | 0.0% |
| ASR | Buy | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $395,384 | +35.9% | 1,697 | +14.4% | 0.02% | +19.0% |
| NTRS | Sell | NORTHERN TR CORP | $395,108 | -6.2% | 4,465 | -9.2% | 0.02% | -16.7% |
| STLD | Sell | STEEL DYNAMICS INC | $386,501 | +21.5% | 3,956 | -11.7% | 0.02% | +13.6% |
| AES | Buy | AES CORP | $388,979 | +41.4% | 13,525 | +11.3% | 0.02% | +31.6% |
| CBT | Buy | CABOT CORP | $388,140 | +5.8% | 5,807 | +1.2% | 0.02% | -3.8% |
| BLL | Buy | BALL CORP | $384,215 | +24.3% | 7,513 | +17.3% | 0.02% | +13.6% |
| IRM | Sell | IRON MTN INC DEL | $394,762 | -23.0% | 7,919 | -32.1% | 0.02% | -30.6% |
| LI | Buy | LI AUTO INCsponsored ads | $375,013 | +85.6% | 18,383 | +109.4% | 0.02% | +71.4% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $370,506 | +16.5% | 6,683 | -2.8% | 0.02% | +9.1% |
| NLOK | Buy | GEN DIGITAL INC | $369,325 | +23.1% | 17,234 | +15.9% | 0.02% | +14.3% |
| REXR | Sell | REXFORD INDL RLTY INC | $368,055 | +2.2% | 6,736 | -2.6% | 0.02% | -4.0% |
| Buy | CONSTELLATION ENERGY CORP | $370,100 | +12.8% | 4,293 | +9.0% | 0.02% | +4.3% | |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $376,702 | +13.5% | 2,586 | +9.3% | 0.02% | +4.3% |
| MFG | Sell | MIZUHO FINANCIAL GROUP INCsponsored adr | $374,187 | +14.1% | 131,756 | -11.2% | 0.02% | +4.3% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $366,770 | -30.8% | 9,902 | -19.8% | 0.02% | -35.1% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $379,588 | -7.0% | 2,402 | -13.2% | 0.02% | -17.2% |
| OTEX | New | OPEN TEXT CORP | $366,054 | – | 12,350 | +100.0% | 0.02% | – |
| HWM | New | HOWMET AEROSPACE INC | $375,341 | – | 9,524 | +100.0% | 0.02% | – |
| INDA | Buy | ISHARES TRmsci india etf | $369,024 | +42.5% | 8,841 | +39.0% | 0.02% | +33.3% |
| LUV | Sell | SOUTHWEST AIRLS CO | $370,572 | -2.0% | 11,006 | -10.3% | 0.02% | -11.1% |
| UNM | Buy | UNUM GROUP | $378,666 | +9.8% | 9,229 | +3.8% | 0.02% | 0.0% |
| BATRK | Sell | LIBERTY MEDIA CORP DEL | $377,510 | +14.4% | 11,713 | -2.5% | 0.02% | +4.3% |
| SE | Buy | SEA LTDsponsord ads | $359,475 | +76.2% | 6,909 | +89.7% | 0.02% | +64.3% |
| GGG | Buy | GRACO INC | $354,393 | +17.3% | 5,269 | +4.7% | 0.02% | +9.5% |
| CTLT | Buy | CATALENT INC | $355,624 | -7.6% | 7,901 | +48.5% | 0.02% | -14.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $355,049 | -13.0% | 14,357 | -6.7% | 0.02% | -20.7% |
| VIV | Buy | TELEFONICA BRASIL SAnew adr | $355,998 | +41.8% | 49,790 | +49.1% | 0.02% | +27.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $360,049 | +22.5% | 1,529 | +6.4% | 0.02% | +9.5% |
| BWXT | Buy | BWX TECHNOLOGIES INC | $353,417 | +15.5% | 6,085 | +0.0% | 0.02% | +4.5% |
| DBEF | DBX ETF TRxtrack msci eafe | $363,232 | -3.7% | 11,270 | 0.0% | 0.02% | -14.8% | |
| RJF | Sell | RAYMOND JAMES FINL INC | $357,520 | +8.0% | 3,346 | -0.1% | 0.02% | 0.0% |
| ATR | Sell | APTARGROUP INC | $351,826 | +10.6% | 3,199 | -4.3% | 0.02% | +4.5% |
| RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $365,071 | +33.2% | 7,794 | +9.5% | 0.02% | +21.1% |
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $352,910 | +4.4% | 1,485 | -12.0% | 0.02% | -4.2% |
| HRL | Buy | HORMEL FOODS CORP | $355,062 | +14.5% | 7,795 | +14.1% | 0.02% | +4.5% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $358,003 | +26.1% | 6,886 | +2.3% | 0.02% | +15.0% |
| GPC | Buy | GENUINE PARTS CO | $353,961 | +27.8% | 2,040 | +9.7% | 0.02% | +15.0% |
| Sell | NATWEST GROUP PLCspons adr | $365,610 | -12.7% | 56,596 | -32.6% | 0.02% | -23.3% | |
| NFG | Buy | NATIONAL FUEL GAS CO | $349,163 | +22.1% | 5,516 | +18.7% | 0.02% | +10.0% |
| Buy | HALEON PLCspon ads | $344,248 | +221.7% | 43,031 | +143.6% | 0.02% | +175.0% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $349,672 | +11.7% | 1,658 | +9.6% | 0.02% | 0.0% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $346,843 | +50.8% | 57,711 | +11.5% | 0.02% | +37.5% |
| FSV | FIRSTSERVICE CORP NEW | $341,179 | +3.1% | 2,784 | 0.0% | 0.02% | -4.3% | |
| PODD | Buy | INSULET CORP | $340,609 | +33.6% | 1,157 | +4.0% | 0.02% | +22.2% |
| MUR | Sell | MURPHY OIL CORP | $348,510 | +20.2% | 8,103 | -1.8% | 0.02% | +10.0% |
| ARW | Buy | ARROW ELECTRS INC | $340,062 | +21.5% | 3,252 | +7.2% | 0.02% | +10.0% |
| TAL | TAL EDUCATION GROUPsponsored ads | $338,844 | +43.0% | 48,063 | 0.0% | 0.02% | +29.4% | |
| MT | Sell | ARCELORMITTAL SA LUXEMBOURGny registry sh | $346,576 | -2.4% | 13,218 | -25.8% | 0.02% | -12.0% |
| ACRE | Sell | ARES COML REAL ESTATE CORP | $347,288 | -35.4% | 33,750 | -34.5% | 0.02% | -42.1% |
| DXC | Buy | DXC TECHNOLOGY CO | $329,554 | +14.0% | 12,436 | +5.2% | 0.02% | +5.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $319,569 | +40.2% | 6,497 | +23.9% | 0.02% | +31.2% |
| ANSS | Sell | ANSYS INC | $324,455 | +5.7% | 1,343 | -3.2% | 0.02% | -4.5% |
| Sell | JACOBS SOLUTIONS INC | $322,508 | +8.2% | 2,686 | -2.3% | 0.02% | 0.0% | |
| PII | Sell | POLARIS INC | $334,512 | -4.7% | 3,312 | -9.8% | 0.02% | -16.0% |
| JNPR | Buy | JUNIPER NETWORKS INC | $320,047 | +37.4% | 10,014 | +12.1% | 0.02% | +31.2% |
| ETR | Sell | ENTERGY CORP NEW | $334,125 | -2.3% | 2,970 | -12.6% | 0.02% | -12.5% |
| NNN | Sell | NATIONAL RETAIL PROPERTIES I | $326,315 | +11.4% | 7,131 | -3.0% | 0.02% | 0.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $320,533 | +10.9% | 10,688 | +4.2% | 0.02% | +5.0% |
| HTHT | Buy | H WORLD GROUP LTDsponsored ads | $327,228 | +44.2% | 7,714 | +14.0% | 0.02% | +31.2% |
| CF | Buy | CF INDS HLDGS INC | $319,670 | -10.5% | 3,752 | +1.2% | 0.02% | -16.0% |
| WTRG | Buy | ESSENTIAL UTILS INC | $331,198 | +27.9% | 6,939 | +10.9% | 0.02% | +16.7% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $320,573 | -22.6% | 1,826 | -19.5% | 0.02% | -27.6% |
| TWLO | Buy | TWILIO INCcl a | $319,513 | +12.9% | 6,526 | +59.6% | 0.02% | +5.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $326,070 | -27.7% | 2,431 | -22.2% | 0.02% | -34.4% |
| CMS | Buy | CMS ENERGY CORP | $329,949 | +30.4% | 5,210 | +20.2% | 0.02% | +16.7% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $331,183 | +27.9% | 2,117 | +0.4% | 0.02% | +16.7% |
| DCI | Buy | DONALDSON INC | $327,906 | +22.4% | 5,570 | +1.9% | 0.02% | +10.5% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $312,162 | +26.4% | 4,827 | +3.7% | 0.02% | +17.6% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $311,427 | +18.9% | 9,288 | +5.4% | 0.02% | +11.1% |
| XPEV | New | XPENG INCads | $316,599 | – | 31,851 | +100.0% | 0.02% | – |
| BRO | Buy | BROWN & BROWN INC | $314,873 | -3.4% | 5,527 | +2.4% | 0.02% | -13.0% |
| MEOH | Sell | METHANEX CORP | $314,238 | +16.8% | 8,300 | -1.6% | 0.02% | +5.3% |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $308,652 | +19.6% | 3,951 | -3.7% | 0.02% | +11.1% |
| REG | Buy | REGENCY CTRS CORP | $306,812 | +39.5% | 4,909 | +20.2% | 0.02% | +25.0% |
| NEP | NEXTERA ENERGY PARTNERS LP | $318,629 | -3.2% | 4,546 | 0.0% | 0.02% | -13.0% | |
| EC | Sell | ECOPETROL S Asponsored ads | $314,048 | -7.4% | 29,995 | -20.9% | 0.02% | -16.7% |
| BSBR | Buy | BANCO SANTANDER BRASIL S Aads rep 1 unit | $313,466 | +23.4% | 58,157 | +29.4% | 0.02% | +11.1% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $310,180 | +7.0% | 17,755 | -2.6% | 0.02% | 0.0% |
| IT | Buy | GARTNER INC | $312,610 | +30.8% | 930 | +7.6% | 0.02% | +17.6% |
| FLEX | Buy | FLEX LTDord | $308,766 | +29.2% | 14,388 | +0.2% | 0.02% | +17.6% |
| CAH | Buy | CARDINAL HEALTH INC | $292,029 | +16.8% | 3,799 | +1.3% | 0.02% | +5.6% |
| HDV | New | ISHARES TRcore high dv etf | $298,439 | – | 2,863 | +100.0% | 0.02% | – |
| Buy | 2SEVENTY BIO INC | $288,436 | +17.3% | 30,783 | +82.3% | 0.02% | +11.8% | |
| TECH | Buy | BIO-TECHNE CORP | $300,026 | +35.1% | 3,620 | +363.5% | 0.02% | +18.8% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $290,858 | +22.2% | 2,013 | +6.4% | 0.02% | +11.8% |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $301,237 | -8.7% | 5,847 | -15.0% | 0.02% | -17.4% |
| EWW | ISHARES INCmsci mexico etf | $289,777 | +11.9% | 5,860 | 0.0% | 0.02% | +5.6% | |
| FDS | Sell | FACTSET RESH SYS INC | $298,901 | -3.6% | 745 | -3.9% | 0.02% | -13.6% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $301,637 | +5.5% | 1,678 | 0.0% | 0.02% | -5.0% | |
| CAJ | Sell | CANON INCsponsored adr | $303,368 | -17.6% | 13,993 | -17.0% | 0.02% | -26.9% |
| SNX | Sell | TD SYNNEX CORPORATION | $294,738 | +12.1% | 3,112 | -3.8% | 0.02% | 0.0% |
| MYRG | MYR GROUP INC DEL | $294,900 | +8.8% | 3,203 | 0.0% | 0.02% | 0.0% | |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $303,132 | +27.9% | 758 | +8.1% | 0.02% | +11.8% |
| SJM | Buy | SMUCKER J M CO | $291,725 | +17.2% | 1,841 | +1.8% | 0.02% | +5.6% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $295,453 | +25.2% | 1,208 | +2.8% | 0.02% | +11.8% |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $290,703 | – | 5,584 | +100.0% | 0.02% | – |
| CX | Buy | CEMEX SAB DE CVspon adr new | $291,944 | +25.3% | 72,085 | +6.3% | 0.02% | +18.8% |
| SPDV | Sell | ETF SER SOLUTIONSaam s&p 500 | $291,451 | -42.6% | 10,000 | -50.0% | 0.02% | -47.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $291,811 | +6.9% | 6,512 | +0.0% | 0.02% | 0.0% |
| TKC | Buy | TURKCELL ILETISIM HIZMETLERIspon adr new | $292,247 | +123.1% | 61,012 | +24.4% | 0.02% | +111.1% |
| OEF | ISHARES TRs&p 100 etf | $299,862 | +4.8% | 1,758 | 0.0% | 0.02% | -5.0% | |
| MKL | Sell | MARKEL CORP | $284,578 | +21.1% | 216 | -0.5% | 0.02% | +5.9% |
| BX | Sell | BLACKSTONE INC | $281,211 | -17.8% | 3,790 | -7.2% | 0.02% | -25.0% |
| CFG | Sell | CITIZENS FINL GROUP INC | $276,889 | +8.2% | 7,033 | -5.5% | 0.02% | 0.0% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $285,664 | -30.5% | 6,485 | -31.6% | 0.02% | -37.9% |
| EMN | Sell | EASTMAN CHEM CO | $280,072 | +13.9% | 3,439 | -0.8% | 0.02% | +5.9% |
| EIX | Sell | EDISON INTL | $287,372 | +0.5% | 4,517 | -10.7% | 0.02% | -10.0% |
| EFX | Sell | EQUIFAX INC | $273,853 | +1.8% | 1,409 | -10.3% | 0.02% | -5.3% |
| IR | Sell | INGERSOLL RAND INC | $279,485 | +15.5% | 5,349 | -4.5% | 0.02% | +5.9% |
| LNC | Sell | LINCOLN NATL CORP IND | $282,348 | -36.0% | 9,191 | -8.6% | 0.02% | -41.9% |
| MAS | Sell | MASCO CORP | $273,393 | -5.4% | 5,858 | -5.5% | 0.02% | -10.0% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $284,708 | +14.3% | 8,839 | 0.0% | 0.02% | 0.0% | |
| SGEN | Buy | SEAGEN INC | $275,397 | +14.7% | 2,143 | +22.1% | 0.02% | +5.9% |
| STAG | Sell | STAG INDL INC | $280,645 | +11.8% | 8,686 | -1.7% | 0.02% | 0.0% |
| RUN | Buy | SUNRUN INC | $275,630 | -12.8% | 11,475 | +0.2% | 0.02% | -18.2% |
| TSN | Buy | TYSON FOODS INCcl a | $284,980 | -5.0% | 4,578 | +0.5% | 0.02% | -14.3% |
| UDR | Buy | UDR INC | $283,813 | +1.7% | 7,328 | +9.5% | 0.02% | -10.0% |
| ZION | Buy | ZIONS BANCORPORATION N A | $282,670 | -1.9% | 5,750 | +1.5% | 0.02% | -10.0% |
| DOX | Sell | AMDOCS LTD | $285,335 | +10.2% | 3,139 | -3.7% | 0.02% | 0.0% |
| ICL | Buy | ICL GROUP LTD | $276,420 | +23.4% | 37,814 | +38.3% | 0.02% | +12.5% |
| CLB | Buy | CORE LABORATORIES N V | $281,287 | +52.0% | 13,877 | +1.2% | 0.02% | +38.5% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $286,249 | -11.4% | 5,791 | -32.0% | 0.02% | -21.7% |
| SYF | Buy | SYNCHRONY FINANCIAL | $269,419 | +27.7% | 8,199 | +9.6% | 0.02% | +13.3% |
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored ads a | $262,601 | -29.4% | 9,773 | -36.8% | 0.02% | -34.6% |
| HAS | Sell | HASBRO INC | $264,478 | -58.9% | 4,335 | -54.5% | 0.02% | -62.2% |
| GRMN | Sell | GARMIN LTD | $258,781 | +8.3% | 2,804 | -5.6% | 0.02% | 0.0% |
| TMHC | New | TAYLOR MORRISON HOME CORP | $271,329 | – | 8,940 | +100.0% | 0.02% | – |
| ESLT | Buy | ELBIT SYS LTDord | $269,190 | -11.7% | 1,641 | +2.4% | 0.02% | -22.7% |
| IP | New | INTERNATIONAL PAPER CO | $265,058 | – | 7,654 | +100.0% | 0.02% | – |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $270,561 | +15.1% | 1,473 | +10.3% | 0.02% | 0.0% |
| INVESTMENT MANAGERS SER TR Iaxs change finan | $260,189 | +9.3% | 9,594 | 0.0% | 0.02% | 0.0% | ||
| HOLX | Sell | HOLOGIC INC | $268,269 | +14.2% | 3,586 | -1.5% | 0.02% | 0.0% |
| BOKF | BOK FINL CORP | $272,137 | +16.8% | 2,622 | 0.0% | 0.02% | +6.2% | |
| FHN | Sell | FIRST HORIZON CORPORATION | $265,164 | +6.1% | 10,823 | -1.0% | 0.02% | -5.6% |
| LPLA | Buy | LPL FINL HLDGS INC | $267,186 | +0.8% | 1,236 | +1.7% | 0.02% | -10.5% |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $271,888 | – | 5,168 | +100.0% | 0.02% | – |
| NTR | Sell | NUTRIEN LTD | $266,706 | -32.0% | 3,652 | -22.2% | 0.02% | -39.3% |
| WIX | Buy | WIX COM LTD | $270,211 | -0.3% | 3,517 | +1.4% | 0.02% | -10.5% |
| BURL | New | BURLINGTON STORES INC | $243,718 | – | 1,202 | +100.0% | 0.02% | – |
| SIVB | New | SVB FINANCIAL GROUP | $251,543 | – | 1,093 | +100.0% | 0.02% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $250,502 | +5.7% | 3,017 | -4.0% | 0.02% | -5.9% |
| CE | New | CELANESE CORP DEL | $253,964 | – | 2,484 | +100.0% | 0.02% | – |
| VNM | Buy | VANECK ETF TRUSTvaneck vietnam | $245,988 | +26.8% | 20,776 | +42.7% | 0.02% | +14.3% |
| K | Sell | KELLOGG CO | $243,855 | -19.5% | 3,423 | -21.3% | 0.02% | -23.8% |
| GOVT | New | ISHARES TRus treas bd etf | $242,990 | – | 10,695 | +100.0% | 0.02% | – |
| ORAN | Buy | ORANGEsponsored adr | $247,277 | +12.4% | 25,028 | +2.2% | 0.02% | 0.0% |
| BSY | Sell | BENTLEY SYS INC | $249,739 | +13.0% | 6,757 | -6.6% | 0.02% | 0.0% |
| WB | Sell | WEIBO CORPsponsored adr | $253,111 | +8.6% | 13,238 | -2.7% | 0.02% | 0.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $253,655 | +10.8% | 3,970 | +0.1% | 0.02% | 0.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $250,555 | +12.9% | 1,437 | +1.4% | 0.02% | 0.0% |
| CIGI | COLLIERS INTL GROUP INC | $255,135 | +0.4% | 2,772 | 0.0% | 0.02% | -11.1% | |
| GTES | New | GATES INDL CORP PLC | $242,485 | – | 21,252 | +100.0% | 0.02% | – |
| AXTA | New | AXALTA COATING SYS LTD | $233,585 | – | 9,171 | +100.0% | 0.02% | – |
| SWK | Buy | STANLEY BLACK & DECKER INC | $230,468 | +3.3% | 3,068 | +3.4% | 0.02% | -6.2% |
| POOL | Buy | POOL CORP | $236,422 | -1.1% | 782 | +4.0% | 0.02% | -11.8% |
| GIL | Buy | GILDAN ACTIVEWEAR INC | $232,434 | -3.2% | 8,483 | +0.1% | 0.02% | -11.8% |
| NI | Sell | NISOURCE INC | $226,270 | -0.8% | 8,252 | -8.7% | 0.02% | -6.2% |
| PRTA | Sell | PROTHENA CORP PLC | $231,360 | -46.1% | 3,840 | -45.8% | 0.02% | -50.0% |
| NRG | Sell | NRG ENERGY INC | $237,568 | -25.1% | 7,466 | -9.9% | 0.02% | -31.8% |
| ET | Sell | ENERGY TRANSFER L P | $236,059 | +6.3% | 19,887 | -1.1% | 0.02% | -6.2% |
| GRFS | Buy | GRIFOLS S Asp adr rep b nvt | $240,728 | +239.1% | 28,321 | +144.2% | 0.02% | +200.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $232,052 | -2.1% | 2,649 | +4.9% | 0.02% | -11.8% |
| COO | New | COOPER COS INC | $227,501 | – | 688 | +100.0% | 0.02% | – |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $240,103 | +12.2% | 1,749 | +0.5% | 0.02% | 0.0% |
| CERS | CERUS CORP | $236,728 | +1.6% | 64,857 | 0.0% | 0.02% | -6.2% | |
| LDOS | New | LEIDOS HOLDINGS INC | $233,522 | – | 2,220 | +100.0% | 0.02% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $225,150 | – | 1,485 | +100.0% | 0.01% | – |
| ALLY | Buy | ALLY FINL INC | $221,371 | -10.0% | 9,054 | +2.5% | 0.01% | -17.6% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $222,401 | – | 2,958 | +100.0% | 0.01% | – |
| IAC | Sell | IAC INC | $210,979 | -47.9% | 4,752 | -35.1% | 0.01% | -51.7% |
| PHM | New | PULTE GROUP INC | $223,552 | – | 4,910 | +100.0% | 0.01% | – |
| HXL | New | HEXCEL CORP NEW | $221,453 | – | 3,763 | +100.0% | 0.01% | – |
| ESS | New | ESSEX PPTY TR INC | $210,860 | – | 995 | +100.0% | 0.01% | – |
| PTC | New | PTC INC | $219,793 | – | 1,831 | +100.0% | 0.01% | – |
| PCG | New | PG&E CORP | $223,380 | – | 13,738 | +100.0% | 0.01% | – |
| WAB | New | WABTEC | $219,183 | – | 2,196 | +100.0% | 0.01% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $219,889 | – | 1,841 | +100.0% | 0.01% | – |
| VIAC | Buy | PARAMOUNT GLOBAL | $211,760 | -0.6% | 12,545 | +12.0% | 0.01% | -6.7% |
| SUZ | Buy | SUZANO S Aspon ads | $217,195 | +30.1% | 23,506 | +16.2% | 0.01% | +16.7% |
| MDB | Sell | MONGODB INCcl a | $224,004 | -1.8% | 1,138 | -1.0% | 0.01% | -12.5% |
| RTOKY | New | RENTOKIL INITIAL PLCsponsored adr | $221,678 | – | 7,195 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $219,525 | – | 468 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $210,740 | – | 6,162 | +100.0% | 0.01% | – |
| JOE | New | ST JOE CO | $225,639 | – | 5,838 | +100.0% | 0.01% | – |
| AA | New | ALCOA CORP | $216,028 | – | 4,751 | +100.0% | 0.01% | – |
| KRC | New | KILROY RLTY CORP | $210,365 | – | 5,440 | +100.0% | 0.01% | – |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $222,764 | +290.8% | 96,854 | +78.8% | 0.01% | +250.0% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $221,800 | -20.2% | 20,000 | -22.2% | 0.01% | -30.0% |
| IGSB | ISHARES TR | $224,573 | +1.2% | 4,508 | 0.0% | 0.01% | -12.5% | |
| DMDV | Sell | ETF SER SOLUTIONSaam s&p dev mk | $206,097 | -40.8% | 10,000 | -50.0% | 0.01% | -48.0% |
| Sell | WARNER BROS DISCOVERY INC | $198,208 | -42.0% | 20,908 | -29.8% | 0.01% | -45.8% | |
| LNT | New | ALLIANT ENERGY CORP | $201,627 | – | 3,652 | +100.0% | 0.01% | – |
| PKI | New | PERKINELMER INC | $203,740 | – | 1,453 | +100.0% | 0.01% | – |
| ABEV | Sell | AMBEV SAsponsored adr | $197,499 | -5.0% | 72,610 | -1.4% | 0.01% | -13.3% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $204,113 | +18.7% | 11,215 | +7.1% | 0.01% | +8.3% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $208,775 | +14.1% | 3,082 | +23.7% | 0.01% | 0.0% |
| MPW | New | MEDICAL PPTYS TRUST INC | $202,336 | – | 18,163 | +100.0% | 0.01% | – |
| CME | New | CME GROUP INCcall | $201,792 | – | 1,200 | +100.0% | 0.01% | – |
| KMX | Buy | CARMAX INC | $207,939 | -5.9% | 3,415 | +2.0% | 0.01% | -18.8% |
| LEA | New | LEAR CORP | $201,905 | – | 1,628 | +100.0% | 0.01% | – |
| KAR | Buy | KAR AUCTION SVCS INC | $199,835 | +17.6% | 15,313 | +0.6% | 0.01% | +8.3% |
| IAU | New | ISHARES GOLD TRishares new | $200,483 | – | 5,796 | +100.0% | 0.01% | – |
| SBS | Buy | COMPANHIA DE SANEAMENTO BASIsponsored adr | $205,930 | +40.1% | 19,318 | +19.9% | 0.01% | +30.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $198,577 | -61.4% | 1,886 | -39.7% | 0.01% | -63.9% |
| DLB | Sell | DOLBY LABORATORIES INC | $207,176 | +0.1% | 2,937 | -7.7% | 0.01% | -13.3% |
| DBX | New | DROPBOX INCcl a | $208,984 | – | 9,338 | +100.0% | 0.01% | – |
| VOYA | New | VOYA FINANCIAL INC | $205,069 | – | 3,335 | +100.0% | 0.01% | – |
| DNP | Buy | DNP SELECT INCOME FD INC | $188,446 | +10.9% | 16,751 | +1.8% | 0.01% | 0.0% |
| IIM | New | INVESCO VALUE MUN INCOME TR | $179,967 | – | 14,935 | +100.0% | 0.01% | – |
| RC | Sell | READY CAPITAL CORP | $180,691 | -43.9% | 16,220 | -49.0% | 0.01% | -47.8% |
| LDP | COHEN & STEERS LTD DURATION | $190,200 | +5.1% | 10,000 | 0.0% | 0.01% | -7.7% | |
| PATH | New | UIPATH INCcl a | $181,206 | – | 14,257 | +100.0% | 0.01% | – |
| MQY | New | BLACKROCK MUNIYILD QULT FD I | $183,048 | – | 15,780 | +100.0% | 0.01% | – |
| VTRS | Buy | VIATRIS INC | $181,686 | +37.6% | 16,324 | +5.4% | 0.01% | +33.3% |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $189,420 | – | 15,603 | +100.0% | 0.01% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $185,947 | – | 15,393 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $183,557 | – | 15,120 | +100.0% | 0.01% | – |
| HST | Sell | HOST HOTELS & RESORTS INC | $185,506 | -1.8% | 11,558 | -2.8% | 0.01% | -7.7% |
| HTGC | Sell | HERCULES CAPITAL INC | $185,741 | -41.2% | 14,050 | -48.4% | 0.01% | -45.5% |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $189,469 | +97.4% | 19,119 | +80.5% | 0.01% | +71.4% |
| S | Buy | SENTINELONE INCcl a | $163,904 | -31.4% | 11,234 | +20.0% | 0.01% | -35.3% |
| PML | New | PIMCO MUN INCOME FD II | $177,699 | – | 19,657 | +100.0% | 0.01% | – |
| NIO | Sell | NIO INCspon ads | $168,070 | -54.6% | 17,238 | -26.4% | 0.01% | -57.7% |
| MA | New | MASTERCARD INCORPORATEDcall | $173,865 | – | 500 | +100.0% | 0.01% | – |
| MAC | Sell | MACERICH CO | $165,454 | -11.5% | 14,694 | -37.6% | 0.01% | -15.4% |
| FMS | Sell | FRESENIUS MED CARE AG&CO KGAsponsored adr | $176,031 | -13.3% | 10,773 | -25.4% | 0.01% | -21.4% |
| MUJ | New | BLACKROCK MUNIHLDGS NJ QLTY | $176,434 | – | 15,938 | +100.0% | 0.01% | – |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $177,431 | -0.3% | 12,203 | 0.0% | 0.01% | -15.4% | |
| BBY | New | BEST BUY INCcall | $152,399 | – | 1,900 | +100.0% | 0.01% | – |
| IQ | Buy | IQIYI INCsponsored ads | $154,246 | +170.6% | 29,103 | +38.1% | 0.01% | +150.0% |
| APLE | Sell | APPLE HOSPITALITY REIT INC | $158,479 | +11.6% | 10,043 | -0.4% | 0.01% | 0.0% |
| NRZ | Sell | RITHM CAPITAL CORP | $151,725 | -21.8% | 18,571 | -29.8% | 0.01% | -28.6% |
| DEI | New | DOUGLAS EMMETT INC | $160,532 | – | 10,238 | +100.0% | 0.01% | – |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $154,071 | -2.5% | 26,337 | +1.9% | 0.01% | -9.1% |
| SBSW | Buy | SIBANYE STILLWATER LTDsponsored adr | $149,709 | +17.9% | 14,044 | +2.7% | 0.01% | +11.1% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $132,788 | +16.5% | 30,667 | +46.4% | 0.01% | +12.5% |
| MSFT | New | MICROSOFT CORPcall | $143,892 | – | 600 | +100.0% | 0.01% | – |
| ELP | Sell | COMPANHIA PARANAENSE ENERG Cspon ads | $147,388 | +20.8% | 20,499 | -0.4% | 0.01% | 0.0% |
| AAPL | New | APPLE INCcall | $129,930 | – | 1,000 | +100.0% | 0.01% | – |
| BGB | BLACKSTONE STRATEGIC CREDIT | $132,250 | -0.6% | 12,500 | 0.0% | 0.01% | -11.1% | |
| PGRE | Sell | PARAMOUNT GROUP INC | $116,929 | -36.8% | 19,685 | -33.5% | 0.01% | -38.5% |
| AGNC | New | AGNC INVT CORP | $128,330 | – | 12,399 | +100.0% | 0.01% | – |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $120,175 | -36.1% | 11,875 | -28.4% | 0.01% | -38.5% |
| GBDC | New | GOLUB CAP BDC INC | $132,087 | – | 10,037 | +100.0% | 0.01% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $122,850 | +5.0% | 21,036 | +2.8% | 0.01% | 0.0% |
| ERIC | Sell | ERICSSONadr b sek 10 | $113,582 | -24.8% | 19,449 | -25.9% | 0.01% | -36.4% |
| MYD | New | BLACKROCK MUNIYIELD FD INC | $107,254 | – | 10,303 | +100.0% | 0.01% | – |
| MVF | Buy | BLACKROCK MUNIVEST FD INC | $116,681 | +47.7% | 16,645 | +40.6% | 0.01% | +16.7% |
| BLE | New | BLACKROCK MUNI INCOME TR II | $115,076 | – | 11,140 | +100.0% | 0.01% | – |
| BNY | New | BLACKROCK N Y MUN INCOME TRUsh ben int | $105,292 | – | 10,456 | +100.0% | 0.01% | – |
| BFK | New | BLACKROCK MUN INCOME TRsh ben int | $110,821 | – | 11,016 | +100.0% | 0.01% | – |
| KTF | New | DWS MUN INCOME TR | $115,572 | – | 13,423 | +100.0% | 0.01% | – |
| New | SOUNDHOUND AI INC | $107,404 | – | 60,680 | +100.0% | 0.01% | – | |
| HPP | New | HUDSON PAC PPTYS INC | $108,178 | – | 11,118 | +100.0% | 0.01% | – |
| CS | Sell | CREDIT SUISSE GROUPsponsored adr | $102,600 | -29.2% | 33,750 | -8.5% | 0.01% | -30.0% |
| SNAP | Sell | SNAP INCcl a | $108,832 | -29.3% | 12,160 | -22.4% | 0.01% | -36.4% |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $115,931 | – | 13,496 | +100.0% | 0.01% | – |
| AGRO | Sell | ADECOAGRO S A | $113,573 | -50.6% | 13,700 | -50.5% | 0.01% | -56.2% |
| NQP | New | NUVEEN PENNSYLVANIA QLT MUN | $113,871 | – | 10,231 | +100.0% | 0.01% | – |
| New | THOUGHTWORKS HOLDING INC | $108,717 | – | 10,669 | +100.0% | 0.01% | – | |
| DMB | New | BNY MELLON MUN BD INFRASTRUC | $115,526 | – | 10,992 | +100.0% | 0.01% | – |
| ETRN | Sell | EQUITRANS MIDSTREAM CORP | $110,235 | -10.4% | 16,453 | -0.1% | 0.01% | -22.2% |
| MYN | New | BLACKROCK MUNIYIELD N Y QUAL | $109,358 | – | 11,159 | +100.0% | 0.01% | – |
| MHN | New | BLACKROCK MUNIHLDGS NY QLTY | $115,332 | – | 11,230 | +100.0% | 0.01% | – |
| MIY | New | BLACKROCK MUNIYIELD MICH QU | $112,153 | – | 10,113 | +100.0% | 0.01% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $98,820 | – | 18,000 | +100.0% | 0.01% | – |
| GGB | Buy | GERDAU SAspon adr rep pfd | $89,931 | +23.2% | 16,233 | +0.9% | 0.01% | +20.0% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $96,497 | – | 18,486 | +100.0% | 0.01% | – |
| KGC | Buy | KINROSS GOLD CORP | $99,702 | +13.3% | 24,377 | +4.6% | 0.01% | 0.0% |
| COTY | New | COTY INC | $87,389 | – | 10,209 | +100.0% | 0.01% | – |
| EMD | New | WESTERN ASSET EMERGING MKTS | $91,100 | – | 10,000 | +100.0% | 0.01% | – |
| SID | Sell | COMPANHIA SIDERURGICA NACIONsponsored adr | $85,309 | -16.4% | 30,909 | -27.6% | 0.01% | -28.6% |
| NCV | VIRTUS CONVERTIBLE & INCOME | $74,525 | +6.5% | 21,919 | 0.0% | 0.01% | 0.0% | |
| VVR | Sell | INVESCO SR INCOME TR | $73,130 | -49.9% | 19,094 | -51.4% | 0.01% | -50.0% |
| New | LUCID GROUP INC | $83,019 | – | 12,155 | +100.0% | 0.01% | – | |
| ENIC | Buy | ENEL CHILE S.A.sponsored adr | $76,014 | +68.9% | 33,784 | +4.5% | 0.01% | +66.7% |
| MELI | Sell | MERCADOLIBRE INC | $84,624 | -23.1% | 100 | -24.2% | 0.01% | -37.5% |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $75,675 | +8.1% | 13,988 | 0.0% | 0.01% | 0.0% | |
| LUMIRADX LTD | $75,140 | -11.6% | 83,489 | 0.0% | 0.01% | -16.7% | ||
| JQC | NUVEEN CR STRATEGIES INCOME | $70,776 | -0.3% | 13,905 | 0.0% | 0.01% | 0.0% | |
| OXLC | New | OXFORD LANE CAP CORP | $76,050 | – | 15,000 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INCcall | $71,770 | – | 500 | +100.0% | 0.01% | – |
| BRFS | Buy | BRF SAsponsored adr | $55,365 | +130.7% | 35,041 | +235.7% | 0.00% | +100.0% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $69,402 | -9.9% | 14,735 | -0.7% | 0.00% | -20.0% |
| DLR | New | DIGITAL RLTY TR INCcall | $60,162 | – | 600 | +100.0% | 0.00% | – |
| AMZN | New | AMAZON COM INCcall | $67,200 | – | 800 | +100.0% | 0.00% | – |
| XFLT | New | XAI OCTAGON FLOATING RATE & | $63,200 | – | 10,000 | +100.0% | 0.00% | – |
| WSM | New | WILLIAMS SONOMA INCcall | $57,460 | – | 500 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $65,143 | – | 11,489 | +100.0% | 0.00% | – |
| RDFN | New | REDFIN CORP | $58,448 | – | 13,785 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INCcall | $59,850 | – | 700 | +100.0% | 0.00% | – |
| BB | Sell | BLACKBERRY LTD | $56,251 | -54.6% | 17,255 | -34.4% | 0.00% | -55.6% |
| NVDA | New | NVIDIA CORPORATIONcall | $43,842 | – | 300 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcall | $52,645 | – | 500 | +100.0% | 0.00% | – |
| GOOGL | New | ALPHABET INCcall | $52,938 | – | 600 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INCcall | $41,652 | – | 1,200 | +100.0% | 0.00% | – |
| HMY | New | HARMONY GOLD MINING CO LTDsponsored adr | $40,504 | – | 11,913 | +100.0% | 0.00% | – |
| UGP | Buy | ULTRAPAR PARTICIPACOES SA | $51,178 | +31.2% | 21,148 | +18.4% | 0.00% | 0.0% |
| New | GINKGO BIOWORKS HOLDINGS INC | $51,834 | – | 30,671 | +100.0% | 0.00% | – | |
| NKLA | New | NIKOLA CORP | $24,538 | – | 11,360 | +100.0% | 0.00% | – |
| URG | UR-ENERGY INC | $30,619 | +5.6% | 26,625 | 0.0% | 0.00% | 0.0% | |
| GOEV | New | CANOO INC | $27,259 | – | 22,162 | +100.0% | 0.00% | – |
| QRTEA | New | QURATE RETAIL INC | $33,682 | – | 20,664 | +100.0% | 0.00% | – |
| New | RENT THE RUNWAY INC | $31,327 | – | 10,271 | +100.0% | 0.00% | – | |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $17,613 | – | 15,184 | +100.0% | 0.00% | – |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $16,421 | -8.8% | 13,571 | -19.9% | 0.00% | 0.0% |
| NVVE | New | NUVVE HOLDING CORP | $14,136 | – | 21,098 | +100.0% | 0.00% | – |
| CFMS | Exit | CONFORMIS INC | $0 | – | -18,779 | -100.0% | 0.00% | – |
| GSAT | Exit | GLOBALSTAR INC | $0 | – | -10,090 | -100.0% | -0.00% | – |
| SLRX | Exit | SALARIUS PHARMACEUTICALS INC | $0 | – | -39,746 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INCcall | $0 | – | -500 | -100.0% | -0.00% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -10,722 | -100.0% | -0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -500 | -100.0% | -0.00% | – |
| VMEO | Exit | VIMEO INC | $0 | – | -10,931 | -100.0% | -0.00% | – |
| BAC | Exit | BK OF AMERICA CORPcall | $0 | – | -1,500 | -100.0% | -0.00% | – |
| QUOT | Exit | QUOTIENT TECHNOLOGY INC | $0 | – | -25,648 | -100.0% | -0.00% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | -11,120 | -100.0% | -0.00% | – |
| EOD | Exit | ALLSPRING GLOBAL DIVIDEND OP | $0 | – | -15,771 | -100.0% | -0.01% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -14,001 | -100.0% | -0.01% | – |
| TTD | Exit | THE TRADE DESK INCcall | $0 | – | -1,300 | -100.0% | -0.01% | – |
| PYPL | Exit | PAYPAL HLDGS INCcall | $0 | – | -800 | -100.0% | -0.01% | – |
| UNIT | Exit | UNITI GROUP INC | $0 | – | -12,218 | -100.0% | -0.01% | – |
| FEI | Exit | FIRST TR MLP & ENERGY INCOM | $0 | – | -11,574 | -100.0% | -0.01% | – |
| NRK | Exit | NUVEEN NEW YORK AMT QLT MUNI | $0 | – | -10,674 | -100.0% | -0.01% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -10,230 | -100.0% | -0.01% | – |
| EIM | Exit | EATON VANCE MUN BD FD | $0 | – | -11,144 | -100.0% | -0.01% | – |
| MA | Exit | MASTERCARD INCORPORATEDcall | $0 | – | -400 | -100.0% | -0.01% | – |
| AOD | Exit | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | – | -18,506 | -100.0% | -0.01% | – |
| NFJ | Exit | VIRTUS DIVIDEND INTEREST & P | $0 | – | -12,384 | -100.0% | -0.01% | – |
| AGD | Exit | ABRDN GLOBAL DYNAMIC DIVIDEN | $0 | – | -15,672 | -100.0% | -0.01% | – |
| JRS | Exit | NUVEEN REAL ESTATE INCOME FD | $0 | – | -16,685 | -100.0% | -0.01% | – |
| RVT | Exit | ROYCE VALUE TR INC | $0 | – | -10,743 | -100.0% | -0.01% | – |
| MSFT | Exit | MICROSOFT CORPcall | $0 | – | -600 | -100.0% | -0.01% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -17,720 | -100.0% | -0.01% | – |
| ISD | Exit | PGIM HIGH YIELD BOND FUND IN | $0 | – | -11,754 | -100.0% | -0.01% | – |
| BGR | Exit | BLACKROCK ENERGY & RES TR | $0 | – | -15,056 | -100.0% | -0.01% | – |
| AMZN | Exit | AMAZON COM INCcall | $0 | – | -1,500 | -100.0% | -0.01% | – |
| NWSA | Exit | NEWS CORP NEWcl a | $0 | – | -11,929 | -100.0% | -0.01% | – |
| MGU | Exit | MACQUARIE GLOBAL INFRASTRUCT | $0 | – | -10,204 | -100.0% | -0.01% | – |
| MUC | Exit | BLACKROCK MUNIHLDNGS CALI QL | $0 | – | -18,117 | -100.0% | -0.01% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -6,208 | -100.0% | -0.01% | – | |
| CVNA | Exit | CARVANA COcl a | $0 | – | -9,839 | -100.0% | -0.01% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -1,240 | -100.0% | -0.02% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -3,628 | -100.0% | -0.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -2,565 | -100.0% | -0.02% | – |
| ESTC | Exit | ELASTIC N V | $0 | – | -2,997 | -100.0% | -0.02% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -9,201 | -100.0% | -0.02% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -2,907 | -100.0% | -0.02% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,336 | -100.0% | -0.02% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -1,463 | -100.0% | -0.02% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcall | $0 | – | -1,500 | -100.0% | -0.02% | – |
| NTRA | Exit | NATERA INC | $0 | – | -5,402 | -100.0% | -0.02% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -1,678 | -100.0% | -0.02% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -3,871 | -100.0% | -0.02% | – |
| CYBR | Exit | CYBERARK SOFTWARE LTD | $0 | – | -1,692 | -100.0% | -0.02% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -3,466 | -100.0% | -0.02% | – |
| SNN | Exit | SMITH & NEPHEW PLCspdn adr new | $0 | – | -10,889 | -100.0% | -0.02% | – |
| HQH | Exit | TEKLA HEALTHCARE INVSsh ben int | $0 | – | -14,907 | -100.0% | -0.02% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -3,700 | -100.0% | -0.02% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -9,144 | -100.0% | -0.02% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -2,045 | -100.0% | -0.02% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -1,565 | -100.0% | -0.02% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -783 | -100.0% | -0.02% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -5,968 | -100.0% | -0.02% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -12,000 | -100.0% | -0.02% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -10,000 | -100.0% | -0.02% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -4,433 | -100.0% | -0.02% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -1,386 | -100.0% | -0.02% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -2,121 | -100.0% | -0.02% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -6,740 | -100.0% | -0.02% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -4,400 | -100.0% | -0.02% | – |
| Exit | SK TELECOM LTDsponsored adr | $0 | – | -18,664 | -100.0% | -0.02% | – | |
| BEKE | Exit | KE HLDGS INCsponsored ads | $0 | – | -20,060 | -100.0% | -0.02% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -7,770 | -100.0% | -0.03% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -7,283 | -100.0% | -0.03% | – |
| NLSN | Exit | NIELSEN HLDGS PLC | $0 | – | -14,654 | -100.0% | -0.03% | – |
| AAPL | Exit | APPLE INCcall | $0 | – | -3,000 | -100.0% | -0.03% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -9,436 | -100.0% | -0.03% | – |
| MELI | Exit | MERCADOLIBRE INCcall | $0 | – | -600 | -100.0% | -0.04% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -7,517 | -100.0% | -0.04% | – |
| SWCH | Exit | SWITCH INCcl a | $0 | – | -15,096 | -100.0% | -0.04% | – |
| SKT | Exit | TANGER FACTORY OUTLET CTRS I | $0 | – | -37,504 | -100.0% | -0.04% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -5,513 | -100.0% | -0.04% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -14,823 | -100.0% | -0.05% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -6,350 | -100.0% | -0.05% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -4,870 | -100.0% | -0.05% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -26,144 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 8.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 5.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.9% |
| AMAZON COM INC | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 3.4% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.4% |
View Laird Norton Wetherby Wealth Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ADVENT CLAYMORE CONVERTIBLE SECURITIES & INCOME FUND | January 28, 2010 | 11,057 | 0.1% |
View Laird Norton Wetherby Wealth Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Laird Norton Wetherby Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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