$7.5 Billion is the total value of AVANTAX ADVISORY SERVICES, INC.'s 1421 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 13.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $542,862,068 | -12.0% | 1,412,931 | -17.9% | 7.24% | -23.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $367,280,188 | -5.9% | 4,878,856 | -6.5% | 4.90% | -18.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $159,890,558 | -27.1% | 917,014 | -31.1% | 2.13% | -36.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $95,068,478 | +4.0% | 2,035,729 | -4.3% | 1.27% | -9.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $81,918,610 | +3.3% | 1,214,509 | -4.8% | 1.09% | -10.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $62,177,374 | -21.6% | 753,848 | -23.8% | 0.83% | -31.9% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $52,084,000 | -27.2% | 1,461,392 | -33.6% | 0.70% | -36.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $26,178,065 | +5.6% | 523,561 | -6.1% | 0.35% | -8.4% |
| CVX | Sell | CHEVRON CORP NEW | $26,047,826 | +8.9% | 145,121 | -12.8% | 0.35% | -5.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $24,840,211 | +6.0% | 344,524 | -2.9% | 0.33% | -8.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $22,040,095 | +10.9% | 211,436 | -2.9% | 0.29% | -3.6% |
| LRGE | Sell | LEGG MASON ETF INVT TRclearbrideg lr | $21,664,210 | +2.9% | 530,725 | -0.0% | 0.29% | -10.5% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $20,905,236 | +8.2% | 295,982 | -4.1% | 0.28% | -6.1% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $18,626,274 | +0.5% | 495,907 | -2.5% | 0.25% | -13.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $18,122,553 | +5.8% | 529,899 | -6.1% | 0.24% | -8.0% |
| TIP | Sell | ISHARES TRtips bd etf | $17,532,255 | -13.8% | 164,715 | -15.1% | 0.23% | -25.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $17,146,062 | -6.9% | 162,630 | -9.5% | 0.23% | -19.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $16,994,411 | -3.3% | 431,330 | -6.8% | 0.23% | -15.9% |
| WMT | Sell | WALMART INC | $16,151,291 | +9.2% | 113,910 | -0.1% | 0.22% | -5.3% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $15,145,406 | +8.4% | 147,257 | -5.3% | 0.20% | -6.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $14,658,823 | -2.7% | 204,048 | -3.4% | 0.20% | -15.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $14,553,178 | +12.4% | 100,318 | -0.4% | 0.19% | -2.5% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $14,246,191 | -3.7% | 174,757 | -5.2% | 0.19% | -16.3% |
| MRK | Sell | MERCK & CO INC | $13,169,633 | +27.9% | 118,699 | -0.7% | 0.18% | +11.4% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $12,657,299 | -1.9% | 342,738 | -4.4% | 0.17% | -14.6% |
| NXTG | Sell | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $11,875,180 | -6.1% | 194,739 | -14.2% | 0.16% | -18.6% |
| IWB | Sell | ISHARES TRrus 1000 etf | $11,668,215 | -8.7% | 55,426 | -14.4% | 0.16% | -20.4% |
| PFE | Sell | PFIZER INC | $11,612,795 | -4.4% | 226,635 | -18.4% | 0.16% | -17.1% |
| CSCO | Sell | CISCO SYS INC | $11,348,372 | +18.8% | 238,211 | -0.2% | 0.15% | +2.7% |
| Sell | SHELL PLCspon ads | $10,797,051 | +13.0% | 189,588 | -1.3% | 0.14% | -2.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $10,463,748 | +11.4% | 140,359 | -0.3% | 0.14% | -2.8% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $10,170,398 | +12.3% | 334,553 | -4.8% | 0.14% | -2.2% | |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $9,178,789 | +8.3% | 57,853 | -2.8% | 0.12% | -6.2% |
| AMGN | Sell | AMGEN INC | $9,082,044 | +15.3% | 34,580 | -1.1% | 0.12% | 0.0% |
| VRAI | Sell | ETFIS SER TR Ivirtus real as | $8,793,312 | -89.7% | 372,253 | -90.4% | 0.12% | -91.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,643,801 | +3.4% | 19,521 | -6.2% | 0.12% | -10.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $8,478,660 | -7.2% | 31,774 | -10.6% | 0.11% | -19.3% |
| ITA | Sell | ISHARES TRus aer def etf | $8,464,076 | +15.9% | 75,667 | -5.5% | 0.11% | +0.9% |
| SPSB | Sell | SPDR SER TRportfolio short | $8,240,120 | +0.0% | 280,467 | -0.5% | 0.11% | -12.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $8,109,498 | -12.8% | 265,624 | -9.5% | 0.11% | -24.5% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $7,547,842 | +3.1% | 143,577 | -7.5% | 0.10% | -9.8% |
| LSAT | Sell | TWO RDS SHARED TR | $7,494,110 | -12.5% | 242,606 | -8.8% | 0.10% | -24.2% |
| BAC | Sell | BANK AMERICA CORP | $7,419,781 | -9.2% | 224,027 | -17.2% | 0.10% | -21.4% |
| BA | Sell | BOEING CO | $7,355,836 | +50.2% | 38,615 | -4.5% | 0.10% | +30.7% |
| LSAF | Sell | TWO RDS SHARED TR | $7,013,224 | +0.3% | 233,068 | -10.5% | 0.09% | -12.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $6,492,823 | -7.8% | 139,003 | -5.1% | 0.09% | -19.4% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $6,395,366 | +11.7% | 41,221 | -0.1% | 0.08% | -3.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $6,021,673 | +9.4% | 17,893 | -10.5% | 0.08% | -5.9% |
| MMM | Sell | 3M CO | $5,945,833 | +4.0% | 49,582 | -4.1% | 0.08% | -10.2% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $5,785,810 | +6.9% | 36,524 | -1.7% | 0.08% | -7.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $5,588,359 | +4.4% | 124,657 | -1.7% | 0.08% | -8.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $5,471,719 | -4.6% | 77,613 | -11.4% | 0.07% | -17.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $5,463,386 | -21.2% | 42,299 | -13.0% | 0.07% | -31.1% |
| GOVT | Sell | ISHARES TRus treas bd etf | $5,485,233 | -55.3% | 241,428 | -55.2% | 0.07% | -61.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,312,271 | -5.8% | 70,651 | -6.9% | 0.07% | -18.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $5,289,989 | -3.4% | 53,864 | -18.5% | 0.07% | -15.5% |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $5,177,123 | +11.2% | 36,964 | -1.5% | 0.07% | -4.2% |
| SQEW | Sell | TWO RDS SHARED TRleadershares eqt | $5,080,119 | -7.1% | 183,332 | -10.4% | 0.07% | -19.0% |
| INTU | Sell | INTUIT | $5,108,978 | -15.2% | 13,126 | -15.6% | 0.07% | -26.9% |
| LOW | Sell | LOWES COS INC | $5,046,100 | +2.0% | 25,327 | -3.8% | 0.07% | -11.8% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $4,858,079 | -0.9% | 125,499 | -1.5% | 0.06% | -13.3% |
| DYLD | Sell | TWO RDS SHARED TRleadershares dy | $4,886,618 | -9.9% | 221,347 | -11.4% | 0.06% | -21.7% |
| NDAQ | Sell | NASDAQ INC | $4,678,375 | -5.9% | 76,257 | -13.1% | 0.06% | -18.4% |
| IDV | Sell | ISHARES TRintl sel div etf | $4,420,366 | +3.1% | 162,753 | -14.5% | 0.06% | -10.6% |
| CRM | Sell | SALESFORCE INC | $4,447,201 | -11.8% | 33,541 | -4.3% | 0.06% | -23.4% |
| EPS | Sell | WISDOMTREE TRus largecap fund | $4,365,053 | +6.3% | 104,980 | -1.9% | 0.06% | -7.9% |
| FB | Sell | META PLATFORMS INCcl a | $4,272,070 | -22.0% | 35,500 | -12.1% | 0.06% | -32.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $4,244,659 | -9.4% | 50,773 | -15.0% | 0.06% | -20.8% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $4,182,286 | -33.6% | 111,557 | -33.3% | 0.06% | -42.3% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $4,188,411 | -15.5% | 43,197 | -16.2% | 0.06% | -26.3% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $3,940,317 | +15.1% | 121,652 | -1.2% | 0.05% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $3,667,315 | +20.5% | 42,718 | -13.4% | 0.05% | +4.3% |
| ALL | Sell | ALLSTATE CORP | $3,620,481 | +6.9% | 26,700 | -1.8% | 0.05% | -7.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,615,779 | -9.6% | 54,768 | -19.9% | 0.05% | -21.3% |
| ESGE | Sell | ISHARES INCesg awr msci em | $3,517,275 | -55.3% | 116,970 | -58.9% | 0.05% | -61.2% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $3,527,888 | -25.7% | 70,095 | -25.8% | 0.05% | -35.6% |
| ACTV | Sell | TWO RDS SHARED TR | $3,466,968 | -1.0% | 118,246 | -10.1% | 0.05% | -14.8% |
| TGT | Sell | TARGET CORP | $3,408,382 | -0.9% | 22,869 | -1.3% | 0.04% | -15.1% |
| CSX | Sell | CSX CORP | $3,366,217 | +2.1% | 108,658 | -12.2% | 0.04% | -11.8% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $3,301,559 | -35.3% | 71,047 | -36.5% | 0.04% | -43.6% |
| BLK | Sell | BLACKROCK INC | $3,294,702 | +21.5% | 4,649 | -5.6% | 0.04% | +4.8% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $3,327,324 | -13.1% | 27,018 | -10.9% | 0.04% | -25.4% |
| GIS | Sell | GENERAL MLS INC | $3,190,604 | +4.8% | 38,051 | -4.2% | 0.04% | -8.5% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $3,251,618 | -10.3% | 14,846 | -3.7% | 0.04% | -23.2% |
| SPDV | Sell | ETF SER SOLUTIONSaam s&p 500 | $3,057,379 | +13.6% | 104,902 | -0.9% | 0.04% | 0.0% |
| MDT | Sell | MEDTRONIC PLC | $3,071,121 | -4.4% | 39,515 | -0.7% | 0.04% | -16.3% |
| F | Sell | FORD MTR CO DEL | $2,894,311 | -0.9% | 248,866 | -4.6% | 0.04% | -13.3% |
| K | Sell | KELLOGG CO | $2,896,885 | -19.2% | 40,664 | -21.0% | 0.04% | -29.1% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $2,839,477 | -3.2% | 56,039 | -4.3% | 0.04% | -15.6% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $2,768,862 | -1.5% | 37,256 | -2.6% | 0.04% | -14.0% |
| ANTM | Sell | ELEVANCE HEALTH INC | $2,696,835 | +12.9% | 5,257 | -0.0% | 0.04% | -2.7% |
| QCOM | Sell | QUALCOMM INC | $2,718,574 | -9.0% | 24,728 | -6.4% | 0.04% | -21.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $2,653,726 | -11.7% | 31,973 | -15.6% | 0.04% | -23.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $2,645,340 | +34.5% | 9,969 | -5.0% | 0.04% | +16.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $2,635,553 | +24.8% | 8,550 | -5.7% | 0.04% | +9.4% |
| Sell | PACER FDS TRpac asset fltg | $2,522,247 | -5.0% | 56,294 | -6.6% | 0.03% | -17.1% | |
| FDX | Sell | FEDEX CORP | $2,530,828 | +12.0% | 14,612 | -4.0% | 0.03% | -2.9% |
| PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $2,448,417 | +0.4% | 106,430 | -1.6% | 0.03% | -10.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,390,238 | +2.9% | 13,297 | -2.4% | 0.03% | -11.1% |
| BX | Sell | BLACKSTONE INC | $2,416,597 | -20.6% | 32,573 | -10.5% | 0.03% | -31.9% |
| XLC | Sell | SELECT SECTOR SPDR TR | $2,407,561 | -15.0% | 50,168 | -15.2% | 0.03% | -25.6% |
| C | Sell | CITIGROUP INC | $2,304,997 | +5.6% | 50,962 | -2.7% | 0.03% | -8.8% |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $2,304,024 | +15.4% | 52,881 | -0.2% | 0.03% | 0.0% |
| NUE | Sell | NUCOR CORP | $2,310,694 | +21.3% | 17,530 | -1.5% | 0.03% | +6.9% |
| FLTR | Sell | VANECK ETF TRUSTig floating rate | $2,223,504 | -0.4% | 89,369 | -0.5% | 0.03% | -11.8% |
| SLB | Sell | SCHLUMBERGER LTD | $2,258,386 | +44.1% | 42,244 | -3.2% | 0.03% | +25.0% |
| FTXL | Sell | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $2,145,844 | +8.9% | 40,358 | -0.1% | 0.03% | -3.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,162,670 | -26.5% | 21,923 | -26.3% | 0.03% | -35.6% |
| ULST | Sell | SSGA ACTIVE ETF TRult sht trm bd | $2,193,598 | -40.2% | 54,861 | -40.3% | 0.03% | -48.2% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $2,145,227 | -1.9% | 43,780 | -2.0% | 0.03% | -14.7% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,098,947 | -22.2% | 36,434 | -18.4% | 0.03% | -31.7% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,119,859 | -16.3% | 20,143 | -16.6% | 0.03% | -28.2% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $2,075,817 | -3.1% | 43,794 | -0.8% | 0.03% | -15.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $2,079,265 | +7.7% | 21,899 | -1.9% | 0.03% | -6.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,131,116 | -63.3% | 29,923 | -55.7% | 0.03% | -68.5% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $2,103,550 | -52.1% | 91,698 | -53.9% | 0.03% | -58.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $2,078,002 | +2.7% | 2,462 | -14.4% | 0.03% | -9.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $2,045,950 | -5.5% | 26,338 | -17.3% | 0.03% | -18.2% |
| CACG | Sell | LEGG MASON ETF INVT TRclrbrdg al cp gw | $1,994,156 | -5.0% | 60,246 | -1.1% | 0.03% | -15.6% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,991,083 | -41.1% | 51,132 | -42.0% | 0.03% | -48.1% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $1,919,489 | -1.1% | 90,414 | -4.1% | 0.03% | -13.3% |
| IGV | Sell | ISHARES TRexpanded tech | $1,926,115 | -3.4% | 7,528 | -5.6% | 0.03% | -16.1% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,943,628 | -21.3% | 62,216 | -4.9% | 0.03% | -31.6% |
| BCOR | Sell | BLUCORA INC | $1,839,743 | +31.5% | 72,062 | -0.3% | 0.02% | +19.0% |
| ASML | Sell | ASML HOLDING N V | $1,885,590 | +25.0% | 3,451 | -4.9% | 0.02% | +8.7% |
| VPC | Sell | ETFIS SER TR Ivirtus pvt cr | $1,767,208 | -16.8% | 87,098 | -20.4% | 0.02% | -27.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,744,637 | +0.2% | 19,142 | -10.1% | 0.02% | -14.8% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $1,746,888 | -27.5% | 67,814 | -28.6% | 0.02% | -37.8% |
| BOE | Sell | BLACKROCK ENHANCED GLOBAL DI | $1,684,420 | -17.3% | 176,195 | -23.7% | 0.02% | -29.0% |
| VLU | Sell | SPDR SER TRspdr s&p1500vl | $1,620,059 | -0.2% | 11,588 | -10.1% | 0.02% | -12.0% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $1,670,964 | +5.6% | 8,234 | -3.7% | 0.02% | -8.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,640,301 | -5.2% | 12,346 | -9.3% | 0.02% | -18.5% |
| ETN | Sell | EATON CORP PLC | $1,638,383 | +11.9% | 10,439 | -4.9% | 0.02% | 0.0% |
| DBE | Sell | INVESCO DB MULTI-SECTOR COMMenergy fd | $1,654,272 | -1.8% | 72,972 | -2.0% | 0.02% | -15.4% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,686,644 | +10.0% | 27,809 | -1.6% | 0.02% | -8.3% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,593,077 | -48.8% | 46,056 | -53.3% | 0.02% | -56.2% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $1,525,803 | -40.4% | 75,873 | -41.9% | 0.02% | -48.7% |
| QQQJ | Sell | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $1,515,405 | -18.5% | 63,380 | -24.5% | 0.02% | -31.0% |
| USL | Sell | UNITED STS 12 MONTH OIL FD Lunit ben int | $1,485,510 | +5.9% | 41,845 | -3.1% | 0.02% | -9.1% |
| TRGP | Sell | TARGA RES CORP | $1,496,552 | +12.1% | 20,361 | -8.0% | 0.02% | 0.0% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,521,115 | -7.1% | 52,398 | -5.1% | 0.02% | -20.0% |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $1,392,068 | -50.3% | 78,258 | -54.2% | 0.02% | -55.8% |
| ALB | Sell | ALBEMARLE CORP | $1,394,377 | -22.2% | 6,430 | -5.2% | 0.02% | -32.1% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,406,547 | -1.5% | 34,098 | -15.1% | 0.02% | -13.6% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,409,478 | -20.1% | 84,299 | -27.1% | 0.02% | -29.6% |
| AMAT | Sell | APPLIED MATLS INC | $1,393,376 | +9.9% | 14,309 | -7.6% | 0.02% | 0.0% |
| SHOP | Sell | SHOPIFY INCcl a | $1,437,688 | +28.5% | 41,420 | -0.3% | 0.02% | +11.8% |
| SYY | Sell | SYSCO CORP | $1,395,230 | +1.0% | 18,250 | -6.6% | 0.02% | -9.5% |
| SQ | Sell | BLOCK INCcl a | $1,372,111 | +14.2% | 21,835 | -0.1% | 0.02% | 0.0% |
| WIRE | Sell | ENCORE WIRE CORP | $1,329,129 | +15.5% | 9,662 | -3.0% | 0.02% | 0.0% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $1,339,267 | -20.7% | 8,733 | -26.5% | 0.02% | -30.8% |
| DIAL | Sell | COLUMBIA ETF TR Idiversifid fxd | $1,339,368 | -54.8% | 77,465 | -56.3% | 0.02% | -60.9% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,237,863 | -5.7% | 15,733 | -2.9% | 0.02% | -15.0% |
| IXP | Sell | ISHARES TR | $1,287,373 | +3.8% | 23,639 | -0.0% | 0.02% | -10.5% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $1,237,922 | -35.0% | 25,125 | -35.0% | 0.02% | -41.4% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,246,622 | -2.5% | 24,942 | -2.2% | 0.02% | -15.0% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $1,175,363 | +1.9% | 16,427 | -8.2% | 0.02% | -11.1% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,163,445 | -19.1% | 104,065 | -14.1% | 0.02% | -27.3% |
| MET | Sell | METLIFE INC | $1,203,609 | +12.4% | 16,631 | -5.6% | 0.02% | 0.0% |
| AZO | Sell | AUTOZONE INC | $1,164,037 | -2.4% | 472 | -15.3% | 0.02% | -11.1% |
| PSCT | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,228,424 | +3.2% | 10,251 | -4.3% | 0.02% | -11.1% |
| MCK | Sell | MCKESSON CORP | $1,225,976 | +0.1% | 3,268 | -9.3% | 0.02% | -15.8% |
| CME | Sell | CME GROUP INC | $1,192,057 | -9.8% | 7,089 | -5.0% | 0.02% | -20.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,230,308 | -8.7% | 7,063 | -14.3% | 0.02% | -23.8% |
| JVAL | Sell | J P MORGAN EXCHANGE TRADED Fus value factr | $1,209,877 | -5.2% | 36,508 | -14.8% | 0.02% | -20.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $1,208,515 | +8.6% | 36,778 | -7.3% | 0.02% | -5.9% |
| DEO | Sell | DIAGEO PLCspon adr new | $1,205,255 | +2.0% | 6,764 | -2.8% | 0.02% | -11.1% |
| AWP | Sell | ABRDN GLOBAL PREMIER PPTYS F | $1,235,600 | -16.7% | 316,821 | -18.4% | 0.02% | -30.4% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $1,102,531 | -5.3% | 26,497 | -11.7% | 0.02% | -16.7% |
| FTNT | Sell | FORTINET INC | $1,111,759 | -1.5% | 22,740 | -1.1% | 0.02% | -11.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,093,140 | +5.4% | 7,342 | -0.8% | 0.02% | -6.2% |
| MRNA | Sell | MODERNA INC | $1,108,018 | +20.0% | 6,169 | -21.0% | 0.02% | +7.1% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,117,680 | -66.5% | 38,687 | -66.5% | 0.02% | -70.6% |
| CMS | Sell | CMS ENERGY CORP | $1,148,102 | +6.1% | 18,129 | -2.4% | 0.02% | -11.8% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,147,174 | +11.2% | 4,834 | -4.1% | 0.02% | -6.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,151,248 | +6.1% | 13,069 | -3.7% | 0.02% | -11.8% |
| MELI | Sell | MERCADOLIBRE INC | $1,137,347 | -10.2% | 1,344 | -12.2% | 0.02% | -21.1% |
| PBJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $1,159,541 | +7.3% | 25,401 | -1.3% | 0.02% | -11.8% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,029,625 | +21.4% | 13,148 | -1.1% | 0.01% | +7.7% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $991,568 | -5.0% | 20,248 | -7.1% | 0.01% | -18.8% |
| PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,012,227 | +5.4% | 32,124 | -1.5% | 0.01% | -13.3% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $968,649 | +6.1% | 79,138 | -1.5% | 0.01% | -7.1% |
| LNG | Sell | CHENIERE ENERGY INC | $980,133 | -27.9% | 6,536 | -20.2% | 0.01% | -38.1% |
| ETW | Sell | EATON VANCE TAX-MANAGED GLOB | $974,606 | -12.6% | 125,594 | -14.8% | 0.01% | -23.5% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,007,417 | -89.5% | 22,896 | -90.5% | 0.01% | -91.2% |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $1,003,499 | -9.8% | 159,793 | -19.0% | 0.01% | -23.5% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $899,717 | -15.5% | 37,056 | -22.6% | 0.01% | -25.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $913,340 | -3.8% | 5,434 | -17.1% | 0.01% | -20.0% |
| ROST | Sell | ROSS STORES INC | $897,868 | +34.8% | 7,736 | -2.1% | 0.01% | +20.0% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $923,181 | -1.5% | 11,215 | -9.1% | 0.01% | -14.3% |
| FMC | Sell | FMC CORP | $867,685 | +4.0% | 6,953 | -11.9% | 0.01% | -7.7% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $900,874 | -2.1% | 20,980 | -10.9% | 0.01% | -14.3% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $920,112 | +11.3% | 34,734 | -3.1% | 0.01% | -7.7% |
| AZAA | Sell | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $876,725 | +4.5% | 31,980 | -2.1% | 0.01% | -7.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $836,762 | +10.7% | 10,050 | -4.4% | 0.01% | -8.3% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $837,060 | -39.0% | 16,914 | -40.7% | 0.01% | -47.6% |
| TTC | Sell | TORO CO | $840,325 | +28.7% | 7,423 | -1.7% | 0.01% | +10.0% |
| IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $796,130 | -10.0% | 20,419 | -8.8% | 0.01% | -21.4% |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $825,064 | -1.1% | 14,058 | -10.1% | 0.01% | -15.4% |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $850,960 | -4.6% | 27,266 | -1.7% | 0.01% | -21.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $847,009 | -4.3% | 22,249 | -8.1% | 0.01% | -21.4% |
| CAG | Sell | CONAGRA BRANDS INC | $792,240 | +2.2% | 20,471 | -13.8% | 0.01% | -8.3% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $791,523 | +1.3% | 40,425 | -0.7% | 0.01% | -8.3% |
| FALN | Sell | ISHARES TRfaln angls usd | $841,103 | -42.0% | 34,177 | -43.6% | 0.01% | -50.0% |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $738,034 | -3.1% | 24,127 | -11.1% | 0.01% | -16.7% |
| TER | Sell | TERADYNE INC | $747,849 | +11.6% | 8,562 | -4.0% | 0.01% | 0.0% |
| PDN | Sell | INVESCO EXCH TRADED FD TR IIftse rafi sml | $728,977 | +10.8% | 24,611 | -4.2% | 0.01% | 0.0% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $783,599 | +22.8% | 15,072 | -0.2% | 0.01% | 0.0% |
| ACES | Sell | ALPS ETF TRclean energy | $746,531 | -30.4% | 16,411 | -15.0% | 0.01% | -37.5% |
| SMDV | Sell | PROSHARES TRruss 2000 divd | $714,343 | -7.6% | 11,640 | -16.4% | 0.01% | -16.7% |
| PANW | Sell | PALO ALTO NETWORKS INC | $778,773 | -19.3% | 5,581 | -5.3% | 0.01% | -33.3% |
| OXY | Sell | OCCIDENTAL PETE CORP | $744,702 | -7.3% | 11,823 | -9.5% | 0.01% | -16.7% |
| DEEP | Sell | ETF SER SOLUTIONSroundhill acqui | $647,608 | -1.0% | 21,454 | -8.7% | 0.01% | -10.0% |
| PTNQ | Sell | PACER FDS TRtrendpilot 100 | $658,906 | -15.6% | 13,384 | -15.6% | 0.01% | -25.0% |
| WELL | Sell | WELLTOWER INC | $705,070 | -51.5% | 10,756 | -52.4% | 0.01% | -59.1% |
| NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $686,501 | -26.5% | 20,050 | -33.7% | 0.01% | -35.7% |
| MTB | Sell | M & T BK CORP | $645,102 | -34.2% | 4,447 | -20.0% | 0.01% | -40.0% |
| DRI | Sell | DARDEN RESTAURANTS INC | $645,233 | +2.6% | 4,664 | -6.4% | 0.01% | -10.0% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $645,199 | +2.7% | 16,603 | -5.6% | 0.01% | -10.0% |
| CDW | Sell | CDW CORP | $660,568 | +6.0% | 3,699 | -7.4% | 0.01% | -10.0% |
| WYNN | Sell | WYNN RESORTS LTD | $673,925 | +25.5% | 8,172 | -4.1% | 0.01% | +12.5% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $638,658 | -24.3% | 13,454 | -29.4% | 0.01% | -30.8% |
| SLF | Sell | SUN LIFE FINANCIAL INC. | $604,811 | +16.1% | 13,029 | -0.5% | 0.01% | 0.0% |
| Sell | PIMCO ETF TR | $573,797 | -13.8% | 13,180 | -15.8% | 0.01% | -20.0% | |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $571,367 | -31.5% | 14,821 | -18.9% | 0.01% | -38.5% |
| MLPX | Sell | GLOBAL X FDSglb x mlp enrg i | $608,910 | -8.8% | 14,939 | -16.2% | 0.01% | -20.0% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $618,167 | +29.9% | 12,506 | -0.4% | 0.01% | +14.3% |
| PRN | Sell | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $568,907 | +0.5% | 6,587 | -4.8% | 0.01% | -11.1% |
| MRO | Sell | MARATHON OIL CORP | $616,616 | +6.7% | 22,779 | -11.0% | 0.01% | -11.1% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $487,389 | -28.3% | 11,733 | -39.5% | 0.01% | -30.0% |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $536,174 | +7.0% | 12,183 | -9.1% | 0.01% | -12.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $513,555 | -2.6% | 21,696 | -7.8% | 0.01% | -12.5% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $550,016 | -14.5% | 9,384 | -3.5% | 0.01% | -30.0% |
| IBB | Sell | ISHARES TRishares biotech | $495,334 | +10.3% | 3,773 | -1.7% | 0.01% | 0.0% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $507,583 | -14.5% | 6,358 | -2.8% | 0.01% | -22.2% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $536,442 | +7.3% | 7,842 | -8.4% | 0.01% | -12.5% |
| LAC | Sell | LITHIUM AMERS CORP NEW | $493,837 | -31.9% | 26,060 | -5.7% | 0.01% | -36.4% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $496,321 | -14.0% | 6,805 | -13.1% | 0.01% | -22.2% |
| AVK | Sell | ADVENT CONV & INCOME FD | $526,418 | -12.0% | 48,295 | -14.1% | 0.01% | -22.2% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $490,692 | -1.1% | 10,600 | -3.0% | 0.01% | -12.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $560,016 | -7.9% | 6,994 | -17.0% | 0.01% | -22.2% |
| WMB | Sell | WILLIAMS COS INC | $562,046 | +11.5% | 17,083 | -3.0% | 0.01% | -12.5% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $543,216 | -29.3% | 24,262 | -30.8% | 0.01% | -41.7% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $516,183 | +9.6% | 15,971 | -2.3% | 0.01% | 0.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $518,404 | +12.5% | 2,012 | -2.2% | 0.01% | 0.0% |
| PWR | Sell | QUANTA SVCS INC | $547,628 | +7.4% | 3,843 | -3.9% | 0.01% | -12.5% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $442,646 | -13.4% | 10,707 | -20.1% | 0.01% | -25.0% |
| GBF | Sell | ISHARES TRgov/cred bd etf | $415,810 | +0.7% | 4,053 | -0.1% | 0.01% | 0.0% |
| LEAD | Sell | SIREN ETF TRdivcn ldrs etf | $448,618 | +6.6% | 9,198 | -1.3% | 0.01% | 0.0% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $444,959 | -12.2% | 9,101 | -17.3% | 0.01% | -25.0% |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $486,622 | -6.2% | 10,015 | -17.5% | 0.01% | -25.0% |
| USXF | Sell | ISHARES TResg msci usa etf | $461,087 | +9.3% | 15,039 | -0.2% | 0.01% | 0.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $419,854 | -9.5% | 7,981 | -8.5% | 0.01% | -14.3% |
| SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $467,673 | +12.2% | 17,953 | -0.4% | 0.01% | 0.0% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $443,371 | +4.3% | 2,009 | -2.0% | 0.01% | -14.3% |
| GDV | Sell | GABELLI DIVID & INCOME TR | $453,528 | -0.5% | 22,005 | -9.6% | 0.01% | -14.3% |
| X | Sell | UNITED STATES STL CORP NEW | $441,147 | +37.0% | 17,611 | -1.0% | 0.01% | +20.0% |
| VTRS | Sell | VIATRIS INC | $466,396 | +18.7% | 41,904 | -9.2% | 0.01% | 0.0% |
| TSN | Sell | TYSON FOODS INCcl a | $433,645 | -25.2% | 6,966 | -20.8% | 0.01% | -33.3% |
| BKNG | Sell | BOOKING HOLDINGS INC | $463,514 | +17.0% | 230 | -4.6% | 0.01% | 0.0% |
| Sell | WARNER BROS DISCOVERY INC | $470,075 | -39.1% | 49,586 | -26.2% | 0.01% | -50.0% | |
| HFRO | Sell | HIGHLAND INCOME FD | $419,226 | +1.3% | 40,702 | -4.3% | 0.01% | 0.0% |
| WHR | Sell | WHIRLPOOL CORP | $458,553 | -6.6% | 3,242 | -11.1% | 0.01% | -25.0% |
| SNOW | Sell | SNOWFLAKE INCcl a | $420,457 | -24.2% | 2,929 | -10.3% | 0.01% | -33.3% |
| APA | Sell | APA CORPORATION | $414,116 | +5.6% | 8,871 | -22.6% | 0.01% | 0.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $479,307 | +26.5% | 7,983 | -4.9% | 0.01% | 0.0% |
| ON | Sell | ON SEMICONDUCTOR CORP | $458,482 | -5.5% | 7,351 | -5.5% | 0.01% | -14.3% |
| WDAY | Sell | WORKDAY INCcl a | $414,022 | -2.8% | 2,474 | -11.5% | 0.01% | -14.3% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $441,736 | +0.6% | 2,824 | -21.1% | 0.01% | -14.3% |
| IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $430,989 | +10.8% | 12,881 | -4.9% | 0.01% | 0.0% |
| AZBA | Sell | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $418,873 | +0.4% | 15,951 | -4.1% | 0.01% | 0.0% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $423,117 | -21.6% | 65,906 | -0.7% | 0.01% | -25.0% |
| NTR | Sell | NUTRIEN LTD | $472,080 | -15.2% | 6,464 | -3.3% | 0.01% | -33.3% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $463,829 | +1.5% | 3,638 | -16.7% | 0.01% | -14.3% |
| TRND | Sell | PACER FDS TRtrendpilot fd | $473,688 | -21.4% | 18,149 | -20.3% | 0.01% | -33.3% |
| EA | Sell | ELECTRONIC ARTS INC | $414,139 | -20.2% | 3,390 | -24.4% | 0.01% | -25.0% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $425,586 | -19.4% | 34,657 | -13.8% | 0.01% | -25.0% |
| ABB | Sell | ABB LTDsponsored adr | $343,669 | +6.7% | 11,283 | -10.1% | 0.01% | 0.0% |
| BKH | Sell | BLACK HILLS CORP | $341,272 | +0.7% | 4,852 | -3.2% | 0.01% | 0.0% |
| CMP | Sell | COMPASS MINERALS INTL INC | $348,166 | -2.5% | 8,492 | -8.5% | 0.01% | 0.0% |
| Sell | DIMENSIONAL ETF TRUSTshort duration f | $396,545 | -2.8% | 8,604 | -2.9% | 0.01% | -16.7% | |
| NUSI | Sell | ETF SER SOLUTIONSnationwide nasdq | $382,073 | -17.5% | 20,653 | -13.4% | 0.01% | -28.6% |
| ECL | Sell | ECOLAB INC | $391,393 | -10.8% | 2,689 | -11.6% | 0.01% | -28.6% |
| FSS | Sell | FEDERAL SIGNAL CORP | $378,823 | +21.0% | 8,152 | -2.8% | 0.01% | 0.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $405,338 | -30.7% | 5,974 | -22.8% | 0.01% | -44.4% |
| FJUL | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $340,262 | -13.4% | 9,919 | -18.1% | 0.01% | -16.7% |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $402,466 | +8.8% | 7,726 | -7.6% | 0.01% | -16.7% |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $340,699 | -4.6% | 11,756 | -1.5% | 0.01% | 0.0% |
| HUBB | Sell | HUBBELL INC | $409,749 | +4.8% | 1,746 | -0.3% | 0.01% | -16.7% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $393,397 | -3.8% | 19,014 | -13.6% | 0.01% | -16.7% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $361,187 | +8.1% | 2,293 | -3.1% | 0.01% | 0.0% |
| IYF | Sell | ISHARES TRu.s. finls etf | $348,990 | +5.1% | 4,624 | -6.0% | 0.01% | 0.0% |
| IAK | Sell | ISHARES TRu.s. insrnce etf | $367,815 | -36.7% | 4,024 | -45.2% | 0.01% | -44.4% |
| IAI | Sell | ISHARES TRus br del se etf | $368,792 | -0.9% | 3,836 | -12.1% | 0.01% | -16.7% |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $397,271 | -17.9% | 7,990 | -18.1% | 0.01% | -28.6% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $353,665 | -5.9% | 7,616 | -6.7% | 0.01% | -16.7% |
| IPAC | Sell | ISHARES TRcore msci pac | $369,838 | -17.1% | 6,891 | -25.9% | 0.01% | -28.6% |
| ISMD | Sell | NORTHERN LTS FD TR IVinspire sml/ mid | $402,524 | -1.1% | 13,368 | -10.1% | 0.01% | -16.7% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $398,120 | -16.0% | 11,648 | -21.3% | 0.01% | -28.6% |
| PML | Sell | PIMCO MUN INCOME FD II | $398,639 | -26.2% | 44,097 | -22.2% | 0.01% | -37.5% |
| RBLX | Sell | ROBLOX CORPcl a | $407,063 | -26.5% | 14,303 | -7.4% | 0.01% | -44.4% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $381,436 | -7.4% | 11,573 | -12.9% | 0.01% | -16.7% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $339,129 | -6.6% | 3,721 | -12.6% | 0.01% | -16.7% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $368,977 | -31.5% | 2,144 | -30.7% | 0.01% | -37.5% |
| ZS | Sell | ZSCALER INC | $406,161 | -53.5% | 3,630 | -31.8% | 0.01% | -61.5% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $347,032 | -17.4% | 5,123 | -10.2% | 0.01% | -16.7% |
| CCL | Sell | CARNIVAL CORP | $333,772 | -7.3% | 41,411 | -19.0% | 0.00% | -33.3% |
| CPT | Sell | CAMDEN PPTY TRsh ben int | $274,849 | -6.8% | 2,457 | -0.6% | 0.00% | -20.0% |
| NUDM | Sell | NUSHARES ETF TRnuveen esg intl | $289,689 | -26.3% | 11,228 | -36.3% | 0.00% | -33.3% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $316,971 | -7.9% | 10,225 | -15.1% | 0.00% | -20.0% |
| UTG | Sell | REAVES UTIL INCOME FD | $273,894 | -46.2% | 9,689 | -48.2% | 0.00% | -50.0% |
| PENN | Sell | PENN ENTERTAINMENT INC | $268,616 | +1.0% | 9,044 | -6.3% | 0.00% | 0.0% |
| WWJD | Sell | NORTHERN LTS FD TR IVinspire intl etf | $306,590 | -7.1% | 11,760 | -21.0% | 0.00% | -20.0% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $321,468 | +6.1% | 14,910 | -1.2% | 0.00% | -20.0% |
| NNN | Sell | NATIONAL RETAIL PROPERTIES I | $268,744 | +14.8% | 5,873 | -0.1% | 0.00% | 0.0% |
| MCO | Sell | MOODYS CORP | $292,022 | -18.9% | 1,048 | -29.3% | 0.00% | -33.3% |
| MDU | Sell | MDU RES GROUP INC | $305,098 | +0.4% | 10,056 | -9.6% | 0.00% | -20.0% |
| QUS | Sell | SPDR SER TRmsci usa strtgic | $286,231 | -6.2% | 2,595 | -13.5% | 0.00% | -20.0% |
| PSMD | Sell | PACER FDS TRswan sos mod jan | $278,688 | +6.8% | 12,673 | -1.0% | 0.00% | 0.0% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $264,581 | +6.7% | 5,048 | -0.3% | 0.00% | 0.0% |
| JEF | Sell | JEFFERIES FINL GROUP INC | $309,330 | +5.2% | 9,024 | -9.5% | 0.00% | -20.0% |
| JSML | Sell | JANUS DETROIT STR TRhendersn cap etf | $326,725 | +2.1% | 7,167 | -0.6% | 0.00% | -20.0% |
| JPIN | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $265,527 | +10.2% | 5,388 | -4.4% | 0.00% | 0.0% |
| NYF | Sell | ISHARES TRnew york mun etf | $291,135 | -22.2% | 5,556 | -24.9% | 0.00% | -33.3% |
| AOS | Sell | SMITH A O CORP | $268,341 | +8.2% | 4,688 | -8.2% | 0.00% | 0.0% |
| SR | Sell | SPIRE INC | $276,919 | +9.5% | 4,021 | -0.8% | 0.00% | 0.0% |
| DJD | Sell | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $302,034 | +8.3% | 6,918 | -7.1% | 0.00% | 0.0% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $304,887 | -18.0% | 9,153 | -37.1% | 0.00% | -33.3% |
| Sell | HALEON PLCspon ads | $285,216 | -14.9% | 35,652 | -35.1% | 0.00% | -20.0% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $327,080 | -7.6% | 25,714 | -12.5% | 0.00% | -20.0% |
| COPX | Sell | GLOBAL X FDSglobal x copper | $289,710 | +24.9% | 8,177 | -0.6% | 0.00% | 0.0% |
| GNOM | Sell | GLOBAL X FDSgenomic biotech | $336,617 | +0.8% | 26,610 | -0.2% | 0.00% | -20.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $316,492 | +30.8% | 5,005 | -1.6% | 0.00% | 0.0% |
| FDNI | Sell | FIRST TR EXCHANGE TRADED FDdj intl intrnt | $276,670 | -3.9% | 12,457 | -15.1% | 0.00% | 0.0% |
| VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $283,256 | -8.9% | 1,343 | -10.0% | 0.00% | -20.0% |
| EXLS | Sell | EXLSERVICE HOLDINGS INC | $294,300 | -1.6% | 1,737 | -14.3% | 0.00% | -20.0% |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $316,662 | +3.1% | 6,835 | -8.1% | 0.00% | -20.0% |
| EVRG | Sell | EVERGY INC | $302,744 | -11.7% | 4,811 | -16.6% | 0.00% | -20.0% |
| IPAY | Sell | ETF MANAGERS TRprime mobile pay | $333,357 | -34.8% | 8,491 | -37.3% | 0.00% | -50.0% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $299,847 | -31.2% | 4,660 | -38.6% | 0.00% | -42.9% |
| OGN | Sell | ORGANON & CO | $309,751 | +14.7% | 11,090 | -3.8% | 0.00% | 0.0% |
| DDOG | Sell | DATADOG INC | $281,211 | -45.4% | 3,826 | -34.0% | 0.00% | -50.0% |
| DHI | Sell | D R HORTON INC | $321,163 | +1.0% | 3,603 | -23.6% | 0.00% | -20.0% |
| VTHR | Sell | VANGUARD SCOTTSDALE FDSvng rus3000idx | $285,687 | +6.6% | 1,663 | -0.1% | 0.00% | 0.0% |
| ACLS | Sell | AXCELIS TECHNOLOGIES INC | $324,503 | +17.1% | 4,089 | -10.5% | 0.00% | 0.0% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $272,905 | -20.9% | 6,204 | -28.4% | 0.00% | -20.0% |
| OLN | Sell | OLIN CORP | $271,752 | +18.2% | 5,133 | -4.4% | 0.00% | 0.0% |
| XCEM | Sell | COLUMBIA ETF TR IIem core ex etf | $300,083 | -6.5% | 11,745 | -14.2% | 0.00% | -20.0% |
| CNP | Sell | CENTERPOINT ENERGY INC | $296,819 | -58.3% | 9,897 | -60.8% | 0.00% | -63.6% |
| Sell | RIVIAN AUTOMOTIVE INC | $244,382 | -47.6% | 13,260 | -6.3% | 0.00% | -57.1% | |
| PUI | Sell | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $201,271 | -7.2% | 5,887 | -13.2% | 0.00% | 0.0% |
| PSI | Sell | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $240,277 | +10.7% | 2,401 | -0.5% | 0.00% | 0.0% |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $241,850 | -12.4% | 14,160 | -22.9% | 0.00% | -25.0% |
| PALC | Sell | PACER FDS TRlunt lrgcp multi | $245,241 | -19.9% | 6,975 | -27.3% | 0.00% | -40.0% |
| BLL | Sell | BALL CORP | $239,183 | +1.3% | 4,677 | -4.4% | 0.00% | -25.0% |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $254,200 | +4.6% | 10,491 | -1.5% | 0.00% | -25.0% |
| BMO | Sell | BANK MONTREAL QUE | $204,991 | -9.7% | 2,263 | -12.7% | 0.00% | 0.0% |
| TDOC | Sell | TELADOC HEALTH INC | $230,067 | -24.3% | 9,728 | -18.8% | 0.00% | -40.0% |
| MUI | Sell | BLACKROCK MUNICIPAL INCOME | $237,800 | -17.4% | 20,989 | -20.9% | 0.00% | -25.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $238,649 | -4.5% | 6,891 | -12.7% | 0.00% | -25.0% |
| Sell | PHILLIPS EDISON & CO INC | $245,108 | +9.9% | 7,698 | -3.1% | 0.00% | 0.0% | |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $203,810 | +1.4% | 6,823 | -3.3% | 0.00% | 0.0% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $245,736 | -33.2% | 20,242 | -35.7% | 0.00% | -50.0% |
| ROOF | Sell | INDEXIQ ETF TRiq cbre nexgen | $245,324 | +2.6% | 12,939 | -0.3% | 0.00% | -25.0% |
| ILMN | Sell | ILLUMINA INC | $260,636 | +0.2% | 1,289 | -5.4% | 0.00% | -25.0% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $257,819 | -15.2% | 4,409 | -15.5% | 0.00% | -40.0% |
| TM | Sell | TOYOTA MOTOR CORPads | $222,541 | -22.5% | 1,629 | -26.1% | 0.00% | -25.0% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $247,339 | -38.2% | 15,497 | -53.6% | 0.00% | -50.0% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $217,352 | +5.5% | 5,114 | -4.4% | 0.00% | 0.0% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $204,760 | -9.4% | 2,440 | -22.2% | 0.00% | 0.0% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $258,312 | -44.1% | 6,451 | -43.9% | 0.00% | -57.1% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $242,552 | -21.0% | 8,592 | -7.9% | 0.00% | -40.0% |
| MDC | Sell | M D C HLDGS INC | $214,482 | -19.7% | 6,787 | -30.3% | 0.00% | -25.0% |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $200,268 | -51.9% | 38,365 | -32.9% | 0.00% | -50.0% |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $254,111 | -8.3% | 210,009 | -17.5% | 0.00% | -25.0% |
| TWLO | Sell | TWILIO INCcl a | $226,538 | -32.8% | 4,627 | -5.1% | 0.00% | -40.0% |
| AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDEND | $255,605 | +0.2% | 32,770 | -8.4% | 0.00% | -25.0% |
| LTHM | Sell | LIVENT CORP | $229,499 | -47.6% | 11,550 | -19.2% | 0.00% | -57.1% |
| HEGD | Sell | LISTED FD TRswan hedged eqty | $262,367 | -4.2% | 15,285 | -6.1% | 0.00% | -25.0% |
| HAS | Sell | HASBRO INC | $204,046 | -16.7% | 3,344 | -8.2% | 0.00% | -25.0% |
| ACM | Sell | AECOM | $248,233 | +24.1% | 2,923 | -0.1% | 0.00% | 0.0% |
| HTD | Sell | HANCOCK JOHN TAX-ADVANTAGED | $250,210 | +5.1% | 10,945 | -3.5% | 0.00% | -25.0% |
| SCD | Sell | LMP CAP & INCOME FD INC | $259,156 | -7.4% | 21,525 | -13.4% | 0.00% | -25.0% |
| KNSL | Sell | KINSALE CAP GROUP INC | $234,360 | -2.4% | 896 | -4.7% | 0.00% | -25.0% |
| HCA | Sell | HCA HEALTHCARE INC | $220,809 | +4.6% | 920 | -19.7% | 0.00% | 0.0% |
| SUSC | Sell | ISHARES TResg awre usd etf | $204,517 | +0.7% | 9,172 | -1.6% | 0.00% | 0.0% |
| IEUR | Sell | ISHARES TRcore msci euro | $234,211 | -40.9% | 4,931 | -50.8% | 0.00% | -50.0% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $201,103 | -25.2% | 3,694 | -32.8% | 0.00% | -25.0% |
| IWL | Sell | ISHARES TRrus top 200 etf | $218,987 | +3.3% | 2,434 | -2.4% | 0.00% | 0.0% |
| AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $226,221 | +0.1% | 3,326 | -8.3% | 0.00% | 0.0% |
| RBA | Sell | RITCHIE BROS AUCTIONEERS | $201,711 | -8.3% | 3,488 | -1.2% | 0.00% | 0.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $242,181 | -2.7% | 4,235 | -2.3% | 0.00% | -25.0% |
| RE | Sell | EVEREST RE GROUP LTD | $249,811 | +14.6% | 754 | -9.0% | 0.00% | 0.0% |
| Sell | CION INVT CORP | $147,313 | +1.6% | 15,109 | -11.6% | 0.00% | 0.0% | |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $152,634 | -21.7% | 17,748 | -22.9% | 0.00% | -33.3% |
| NOK | Sell | NOKIA CORPsponsored adr | $141,842 | +5.9% | 30,569 | -2.3% | 0.00% | 0.0% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $133,673 | -4.5% | 22,850 | -0.3% | 0.00% | 0.0% |
| Sell | DRAFTKINGS INC NEW | $182,331 | -40.2% | 16,008 | -20.4% | 0.00% | -60.0% | |
| DNP | Sell | DNP SELECT INCOME FD INC | $129,029 | +8.4% | 11,469 | -0.3% | 0.00% | 0.0% |
| CSQ | Sell | CALAMOS STRATEGIC TOTAL RETU | $179,297 | -4.1% | 13,360 | -10.9% | 0.00% | -33.3% |
| PFLT | Sell | PENNANTPARK FLOATING RATE CA | $159,721 | +7.2% | 14,547 | -6.4% | 0.00% | 0.0% |
| CS | Sell | CREDIT SUISSE GROUPsponsored adr | $95,641 | -23.5% | 31,461 | -1.5% | 0.00% | -50.0% |
| FUBO | Sell | FUBOTV INC | $44,104 | -58.0% | 25,347 | -14.4% | 0.00% | -50.0% |
| CLM | Sell | CORNERSTONE STRATEGIC VALUE | $107,409 | -16.1% | 14,574 | -2.4% | 0.00% | -50.0% |
| CANO | Sell | CANO HEALTH INC | $61,658 | -84.3% | 45,006 | -0.4% | 0.00% | -83.3% |
| AVDL | Sell | AVADEL PHARMACEUTICALS PLCsponsored adr | $89,500 | +31.6% | 12,500 | -7.4% | 0.00% | 0.0% |
| AFIN | Sell | THE NECESSITY RETAIL REIT IN | $89,733 | -11.2% | 15,132 | -11.7% | 0.00% | -50.0% |
| PTON | Sell | PELOTON INTERACTIVE INC | $110,485 | +6.2% | 13,915 | -6.9% | 0.00% | -50.0% |
| MCN | Sell | MADISON COVERED CALL & EQUIT | $112,269 | +18.2% | 14,486 | -1.6% | 0.00% | 0.0% |
| DSM | Sell | BNY MELLON STRATEGIC MUN BD | $60,998 | -3.2% | 10,553 | -4.6% | 0.00% | 0.0% |
| TTI | Sell | TETRA TECHNOLOGIES INC DEL | $77,850 | -13.5% | 22,500 | -10.0% | 0.00% | 0.0% |
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $49,834 | -31.7% | 14,320 | -8.0% | 0.00% | 0.0% |
| SQFT | Sell | PRESIDIO PPTY TR INC | $13,090 | -57.8% | 13,779 | -43.9% | 0.00% | – |
| NH | Exit | NANTHEALTH INC | $0 | – | -12,000 | -100.0% | 0.00% | – |
| ACRX | Exit | ACELRX PHARMACEUTICALS INC | $0 | – | -44,000 | -100.0% | 0.00% | – |
| PSFE | Exit | PAYSAFE LIMITEDord | $0 | – | -20,300 | -100.0% | 0.00% | – |
| Sell | SOLID POWER INC | $26,035 | -59.3% | 10,250 | -16.3% | 0.00% | -100.0% | |
| SDC | Sell | SMILEDIRECTCLUB INC | $7,537 | -68.6% | 21,400 | -18.6% | 0.00% | – |
| DNN | Sell | DENISON MINES CORP | $14,490 | -31.0% | 12,600 | -28.4% | 0.00% | – |
| ADMP | Exit | ADAMIS PHARMACEUTICALS CORP | $0 | – | -22,000 | -100.0% | 0.00% | – |
| BLIN | Exit | BRIDGELINE DIGITAL INC | $0 | – | -14,000 | -100.0% | 0.00% | – |
| CFRX | Sell | CONTRAFECT CORP | $2,017 | -96.3% | 21,009 | -93.6% | 0.00% | -100.0% |
| Sell | PRESIDIO PPTY TR INC*w exp 01/24/202 | $968 | -67.7% | 17,593 | -27.5% | 0.00% | – | |
| BGY | Exit | BLACKROCK ENHANCED INTL DIV | $0 | – | -15,192 | -100.0% | -0.00% | – |
| JRS | Exit | NUVEEN REAL ESTATE INCOME FD | $0 | – | -11,685 | -100.0% | -0.00% | – |
| ACCO | Exit | ACCO BRANDS CORP | $0 | – | -13,605 | -100.0% | -0.00% | – |
| YOLO | Exit | ADVISORSHARES TRpure cannabis | $0 | – | -10,400 | -100.0% | -0.00% | – |
| BKT | Exit | BLACKROCK INCOME TR INC | $0 | – | -22,256 | -100.0% | -0.00% | – |
| WIA | Exit | WESTERN ASST INFLTN LKD INM | $0 | – | -13,042 | -100.0% | -0.00% | – |
| JPC | Exit | NUVEEN PFD & INCOME OPPORTUN | $0 | – | -16,164 | -100.0% | -0.00% | – |
| STNE | Exit | STONECO LTD | $0 | – | -12,286 | -100.0% | -0.00% | – |
| MWA | Exit | MUELLER WTR PRODS INC | $0 | – | -11,554 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -4,467 | -100.0% | -0.00% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -10,636 | -100.0% | -0.00% | – |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -32,502 | -100.0% | -0.00% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -3,063 | -100.0% | -0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -2,822 | -100.0% | -0.00% | – |
| PALL | Exit | ABRDN PALLADIUM ETF TRUSTphysical palladm | $0 | – | -1,010 | -100.0% | -0.00% | – |
| RUTH | Exit | RUTHS HOSPITALITY GROUP INC | $0 | – | -10,797 | -100.0% | -0.00% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -4,614 | -100.0% | -0.00% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -3,364 | -100.0% | -0.00% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -6,801 | -100.0% | -0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -930 | -100.0% | -0.00% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -5,087 | -100.0% | -0.00% | – |
| CBT | Exit | CABOT CORP | $0 | – | -3,428 | -100.0% | -0.00% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -15,079 | -100.0% | -0.00% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -16,867 | -100.0% | -0.00% | – |
| WBND | Exit | LEGG MASON ETF INVTwestn aset ttl | $0 | – | -14,820 | -100.0% | -0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -3,674 | -100.0% | -0.00% | – |
| FXE | Exit | INVESCO CURRENCYSHARES EURO | $0 | – | -2,700 | -100.0% | -0.00% | – |
| PTIN | Exit | PACER FDS TRtrendpilot intl | $0 | – | -10,009 | -100.0% | -0.00% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -4,182 | -100.0% | -0.00% | – |
| FWRD | Exit | FORWARD AIR CORP | $0 | – | -2,733 | -100.0% | -0.00% | – |
| CAPE | Exit | BARCLAYS BANK PLCipath shilr cape | $0 | – | -13,405 | -100.0% | -0.00% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -1,447 | -100.0% | -0.00% | – |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -3,409 | -100.0% | -0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -1,231 | -100.0% | -0.00% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -4,391 | -100.0% | -0.00% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -1,058 | -100.0% | -0.00% | – |
| EDOW | Exit | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $0 | – | -9,683 | -100.0% | -0.00% | – |
| UAPR | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -10,189 | -100.0% | -0.00% | – |
| KFRC | Exit | KFORCE INC | $0 | – | -3,935 | -100.0% | -0.00% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -6,585 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -6,156 | -100.0% | -0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -3,964 | -100.0% | -0.00% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $0 | – | -8,318 | -100.0% | -0.01% | – | |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -7,292 | -100.0% | -0.01% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -7,788 | -100.0% | -0.01% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -14,173 | -100.0% | -0.01% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -883 | -100.0% | -0.01% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -12,539 | -100.0% | -0.01% | – |
| FLO | Exit | FLOWERS FOODS INC | $0 | – | -11,966 | -100.0% | -0.01% | – |
| BUG | Exit | GLOBAL X FDScybrscurty etf | $0 | – | -12,394 | -100.0% | -0.01% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -4,477 | -100.0% | -0.01% | – |
| BSMM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,082 | -100.0% | -0.01% | – |
| IBHC | Exit | ISHARES TRibonds 23 trm hg | $0 | – | -16,323 | -100.0% | -0.01% | – |
| ZIM | Exit | ZIM INTEGRATED SHIPPING SERV | $0 | – | -18,190 | -100.0% | -0.01% | – |
| FTSD | Exit | FRANKLIN ETF TRshrt dur us govt | $0 | – | -6,452 | -100.0% | -0.01% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -100,937 | -100.0% | -0.04% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -39,750 | -100.0% | -0.04% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -129,342 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 10.8% |
| ISHARES TR | 20 | Q3 2023 | 8.7% |
| ISHARES TR | 20 | Q3 2023 | 5.4% |
| LATTICE STRATEGIES TR | 20 | Q3 2023 | 6.0% |
| ISHARES TR | 20 | Q3 2023 | 7.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.6% |
| ISHARES TR | 20 | Q3 2023 | 3.1% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.5% |
| APPLE INC | 20 | Q3 2023 | 3.5% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 6.0% |
View AVANTAX ADVISORY SERVICES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-24 |
View AVANTAX ADVISORY SERVICES, INC.'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.