$8.75 Billion is the total value of AVANTAX ADVISORY SERVICES, INC.'s 1505 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $675,964,342 | +11.8% | 1,516,601 | +3.1% | 7.73% | +4.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $522,316,950 | +2.2% | 7,192,468 | +3.0% | 5.97% | -4.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $463,299,609 | +1.2% | 9,240,121 | +1.6% | 5.30% | -5.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $377,577,901 | -1.1% | 4,996,400 | +0.1% | 4.32% | -7.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $351,807,551 | +13.1% | 4,971,843 | +0.5% | 4.02% | +5.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $237,046,258 | +3.6% | 2,420,075 | +5.3% | 2.71% | -3.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $235,745,533 | +2.8% | 3,492,527 | +1.8% | 2.70% | -4.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $179,415,449 | +7.6% | 958,058 | +2.5% | 2.05% | +0.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $117,467,206 | +5.9% | 2,383,187 | +4.8% | 1.34% | -1.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $109,322,045 | +20.2% | 295,929 | +4.4% | 1.25% | +12.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $100,422,144 | +61.9% | 226,543 | +49.5% | 1.15% | +51.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $86,278,130 | +5.0% | 1,181,407 | +0.6% | 0.99% | -2.0% |
| MSFT | Buy | MICROSOFT CORP | $83,492,892 | +20.1% | 245,178 | +1.7% | 0.95% | +12.0% |
| MUB | Buy | ISHARES TRnational mun etf | $68,993,218 | +9.1% | 646,428 | +10.1% | 0.79% | +1.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $67,170,649 | +14.0% | 237,386 | +0.5% | 0.77% | +6.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $66,949,948 | +3.6% | 801,220 | +3.0% | 0.76% | -3.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $61,360,935 | +9.2% | 615,765 | +6.0% | 0.70% | +1.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $51,757,176 | +7.5% | 364,231 | +4.5% | 0.59% | +0.3% |
| VOO | Buy | VANGUARD INDEX FDS | $47,423,109 | +11.8% | 116,439 | +3.3% | 0.54% | +4.4% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $46,057,310 | +1.6% | 1,148,848 | +1.7% | 0.53% | -5.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $43,819,155 | +19.5% | 198,925 | +10.7% | 0.50% | +11.6% |
| XOM | Buy | EXXON MOBIL CORP | $39,041,546 | -2.1% | 364,024 | +0.1% | 0.45% | -8.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $31,096,294 | +81.6% | 617,971 | +81.4% | 0.36% | +69.0% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $29,717,598 | +22.1% | 170,928 | +6.0% | 0.34% | +14.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $28,524,547 | +7.1% | 109,089 | +2.4% | 0.33% | 0.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $28,370,570 | +11.3% | 300,918 | +7.7% | 0.32% | +3.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $28,047,925 | +3.4% | 475,550 | +4.4% | 0.32% | -3.3% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $27,825,644 | +1.2% | 468,366 | +1.4% | 0.32% | -5.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $26,090,028 | +17.7% | 215,674 | +1.2% | 0.30% | +9.6% |
| IUSB | Buy | ISHARES TRcore total usd | $26,075,012 | +12.5% | 573,455 | +14.2% | 0.30% | +4.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $25,192,501 | +4.0% | 373,222 | +4.2% | 0.29% | -3.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $25,111,252 | +13.7% | 172,657 | +1.8% | 0.29% | +5.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $25,027,015 | +6.9% | 188,556 | +4.3% | 0.29% | -0.3% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $24,715,842 | +29.5% | 328,537 | +32.1% | 0.28% | +20.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $24,517,177 | +9.9% | 148,122 | +2.9% | 0.28% | +2.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $24,149,478 | +10.9% | 342,643 | +0.6% | 0.28% | +3.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $24,009,989 | +1.1% | 238,218 | +2.0% | 0.27% | -5.8% |
| V | Buy | VISA INC | $23,797,539 | +5.6% | 100,209 | +0.3% | 0.27% | -1.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $23,723,849 | +7.2% | 303,141 | +1.1% | 0.27% | 0.0% |
| SHV | Buy | ISHARES TRshort treas bd | $22,875,960 | +8.6% | 207,116 | +8.7% | 0.26% | +1.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $22,850,715 | +40.1% | 169,428 | +28.9% | 0.26% | +30.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $21,958,682 | +13.6% | 144,713 | +11.3% | 0.25% | +5.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $21,820,021 | +18.6% | 182,289 | +2.8% | 0.25% | +10.7% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $21,670,234 | +16.1% | 288,629 | +12.8% | 0.25% | +8.3% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $21,684,601 | +4.8% | 208,988 | +2.1% | 0.25% | -2.0% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $21,645,005 | +29.0% | 452,162 | +26.6% | 0.25% | +20.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $21,528,022 | +7.7% | 97,784 | +3.2% | 0.25% | +0.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $21,470,332 | +10.1% | 132,182 | +4.4% | 0.24% | +2.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $20,989,353 | +163.6% | 192,793 | +124.7% | 0.24% | +144.9% |
| WMT | Buy | WALMART INC | $21,000,491 | +11.0% | 133,608 | +4.2% | 0.24% | +3.4% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $20,901,609 | +18.5% | 278,874 | +3.0% | 0.24% | +10.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $20,711,139 | +34.5% | 128,489 | +26.6% | 0.24% | +25.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $20,035,196 | -2.3% | 538,726 | +2.1% | 0.23% | -8.8% |
| PEP | Buy | PEPSICO INC | $19,802,932 | +2.0% | 106,916 | +0.4% | 0.23% | -5.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $19,510,046 | +25.6% | 199,816 | +14.2% | 0.22% | +17.4% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $19,413,077 | +19.1% | 127,734 | +3.4% | 0.22% | +11.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $19,031,095 | +5.5% | 199,467 | +3.6% | 0.22% | -1.4% |
| MBB | Buy | ISHARES TRmbs etf | $18,461,877 | +8.2% | 197,951 | +9.9% | 0.21% | +1.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $18,212,108 | +53.0% | 114,859 | +34.0% | 0.21% | +42.5% |
| HD | Buy | HOME DEPOT INC | $18,053,998 | +7.8% | 58,119 | +2.4% | 0.21% | +0.5% |
| GLD | Buy | SPDR GOLD TR | $17,873,214 | +2.6% | 100,259 | +5.5% | 0.20% | -4.2% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $16,738,661 | +14.3% | 184,387 | +7.4% | 0.19% | +6.7% |
| LLY | Buy | LILLY ELI & CO | $16,665,149 | +39.9% | 35,535 | +2.5% | 0.19% | +30.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $16,675,801 | +14.6% | 377,537 | +16.9% | 0.19% | +7.3% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $16,647,590 | +17.4% | 273,180 | +10.9% | 0.19% | +9.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $16,100,130 | +3.1% | 65,763 | +0.4% | 0.18% | -3.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $15,721,300 | -1.1% | 34,149 | +1.5% | 0.18% | -7.7% |
| CSCO | Buy | CISCO SYS INC | $15,788,407 | +2.9% | 305,149 | +3.9% | 0.18% | -4.3% |
| WM | Buy | WASTE MGMT INC DEL | $15,548,880 | +10.6% | 89,660 | +4.1% | 0.18% | +3.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $15,555,446 | +4.3% | 32,364 | +2.6% | 0.18% | -2.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $15,151,663 | +35.3% | 101,254 | +30.8% | 0.17% | +26.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $15,033,895 | +15.5% | 27,924 | +6.6% | 0.17% | +8.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $14,955,505 | +2.2% | 205,744 | +3.9% | 0.17% | -4.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $14,812,836 | +33.9% | 53,830 | +18.9% | 0.17% | +25.2% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $14,587,732 | +5.7% | 540,286 | +4.3% | 0.17% | -1.2% |
| MRK | Buy | MERCK & CO INC | $14,425,109 | +12.1% | 125,012 | +3.3% | 0.16% | +4.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $14,283,053 | +21.0% | 32,303 | +5.5% | 0.16% | +12.4% |
| ILCV | Buy | ISHARES TRmorningstar valu | $14,201,302 | +5.2% | 213,489 | +1.1% | 0.16% | -1.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $13,806,046 | +8.3% | 125,692 | +4.8% | 0.16% | +1.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $13,472,234 | +6.5% | 399,651 | +1.6% | 0.15% | -0.6% |
| MCD | Buy | MCDONALDS CORP | $13,299,070 | +10.0% | 44,566 | +3.0% | 0.15% | +2.7% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $13,246,210 | +5.6% | 281,236 | +0.6% | 0.15% | -1.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $12,880,145 | +6.3% | 131,484 | +6.2% | 0.15% | -0.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,660,061 | +19.0% | 76,542 | +14.2% | 0.14% | +11.5% |
| AVGO | Buy | BROADCOM INC | $12,579,275 | +41.1% | 14,502 | +4.3% | 0.14% | +32.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $12,620,256 | +12.5% | 551,103 | +14.9% | 0.14% | +5.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $12,498,646 | +4.8% | 36,349 | +1.4% | 0.14% | -2.1% |
| ABT | Buy | ABBOTT LABS | $12,292,264 | +10.5% | 112,752 | +2.7% | 0.14% | +3.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $12,119,818 | +4.4% | 167,170 | +3.0% | 0.14% | -2.1% |
| Buy | BONDBLOXX ETF TRUSTbloomberg six mn | $12,075,110 | +0.8% | 240,420 | +1.0% | 0.14% | -6.1% | |
| KO | Buy | COCA COLA CO | $11,985,935 | +6.3% | 199,036 | +9.5% | 0.14% | -0.7% |
| DIS | Buy | DISNEY WALT CO | $11,870,859 | -9.1% | 132,962 | +2.0% | 0.14% | -15.0% |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $11,933,716 | +9.3% | 288,184 | +2.9% | 0.14% | +1.5% |
| EFV | Buy | ISHARES TReafe value etf | $11,745,893 | +7.3% | 240,006 | +6.4% | 0.13% | 0.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $11,602,086 | +31.1% | 120,104 | +34.5% | 0.13% | +23.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $11,430,108 | +16.0% | 116,824 | +7.4% | 0.13% | +8.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $11,250,492 | +1.8% | 151,685 | +2.6% | 0.13% | -4.4% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $11,170,176 | +22.8% | 177,841 | +22.0% | 0.13% | +15.3% |
| T | Buy | AT&T INC | $11,107,856 | -14.9% | 696,417 | +2.7% | 0.13% | -20.6% |
| CVS | Buy | CVS HEALTH CORP | $10,685,770 | -2.5% | 154,575 | +4.8% | 0.12% | -9.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $10,366,166 | +9.0% | 33,593 | +0.9% | 0.12% | +1.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $10,364,058 | -7.8% | 19,864 | +1.8% | 0.12% | -14.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $10,260,440 | +24.6% | 89,276 | +19.2% | 0.12% | +15.8% |
| PFE | Buy | PFIZER INC | $10,266,899 | -9.1% | 279,905 | +1.1% | 0.12% | -15.2% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $10,126,771 | +4.4% | 297,759 | +9.0% | 0.12% | -2.5% |
| FB | Buy | META PLATFORMS INCcl a | $9,956,228 | +35.6% | 34,693 | +0.1% | 0.11% | +26.7% |
| AMGN | Buy | AMGEN INC | $9,861,239 | -2.1% | 44,416 | +6.6% | 0.11% | -8.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,899,988 | +11.9% | 20,672 | +7.1% | 0.11% | +4.6% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $9,760,064 | +5.7% | 146,372 | +5.2% | 0.11% | -0.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $9,396,102 | +17.4% | 169,819 | +15.9% | 0.11% | +9.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $9,297,919 | +2.3% | 165,797 | +0.8% | 0.11% | -4.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $9,236,390 | +21.4% | 213,805 | +14.4% | 0.11% | +14.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $9,156,543 | +31.2% | 18,725 | +3.4% | 0.10% | +23.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $9,189,431 | +6.3% | 312,141 | +7.0% | 0.10% | -0.9% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $9,219,111 | +9.2% | 150,935 | +0.8% | 0.10% | +1.9% |
| ISCB | Buy | ISHARES TRmrgstr sm cp etf | $9,166,405 | +5.0% | 184,358 | +0.1% | 0.10% | -1.9% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $9,179,552 | +65.6% | 250,329 | +68.4% | 0.10% | +54.4% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $9,084,904 | +10.7% | 113,561 | +5.3% | 0.10% | +3.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $8,902,221 | +14.4% | 56,404 | +10.3% | 0.10% | +7.4% |
| AGZ | Buy | ISHARES TRagency bond etf | $8,797,206 | +3.8% | 82,243 | +5.0% | 0.10% | -2.9% |
| TDV | Buy | PROSHARES TRs&p tech dividen | $8,746,413 | +10.8% | 132,001 | +2.3% | 0.10% | +3.1% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $8,740,081 | +18.4% | 159,229 | +11.7% | 0.10% | +11.1% |
| ITA | Buy | ISHARES TRus aer def etf | $8,668,869 | +1.7% | 74,302 | +0.3% | 0.10% | -4.8% |
| Buy | BONDBLOXX ETF TRUSTbloomberg one yr | $8,344,406 | +4.5% | 167,980 | +5.3% | 0.10% | -3.1% | |
| COP | Buy | CONOCOPHILLIPS | $8,302,205 | +9.8% | 80,129 | +5.1% | 0.10% | +2.2% |
| CB | Buy | CHUBB LIMITED | $8,252,332 | +10.8% | 42,856 | +11.7% | 0.09% | +3.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $8,086,465 | +2.5% | 85,040 | +0.9% | 0.09% | -5.2% |
| DE | Buy | DEERE & CO | $8,054,686 | +22.3% | 19,879 | +24.6% | 0.09% | +13.6% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $7,948,151 | +2.2% | 166,733 | +2.6% | 0.09% | -4.2% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $8,003,003 | +62.2% | 47,129 | +42.8% | 0.09% | +51.7% |
| IOO | Buy | ISHARES TRglobal 100 etf | $7,913,022 | +50.1% | 104,037 | +38.3% | 0.09% | +38.5% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $7,657,071 | +4.4% | 121,156 | +2.4% | 0.09% | -2.2% |
| BAC | Buy | BANK AMERICA CORP | $7,446,417 | +6.6% | 259,548 | +6.3% | 0.08% | -1.2% |
| AFL | Buy | AFLAC INC | $7,327,466 | +10.2% | 104,978 | +1.9% | 0.08% | +3.7% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $7,217,126 | +32.5% | 155,408 | +29.9% | 0.08% | +23.9% |
| CAT | Buy | CATERPILLAR INC | $7,143,638 | +9.0% | 29,033 | +1.4% | 0.08% | +2.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $7,161,872 | +30.3% | 62,873 | +12.1% | 0.08% | +22.4% |
| ENB | Buy | ENBRIDGE INC | $7,078,580 | -0.2% | 190,541 | +2.5% | 0.08% | -6.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $7,021,589 | +76.8% | 68,211 | +82.6% | 0.08% | +63.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $7,004,397 | +9.0% | 28,458 | +0.0% | 0.08% | +1.3% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $6,870,130 | +5.8% | 41,981 | +1.4% | 0.08% | -1.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,870,439 | +4.7% | 126,272 | +2.9% | 0.08% | -1.2% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $6,809,860 | +14.6% | 67,231 | +5.2% | 0.08% | +6.8% |
| CALF | Buy | PACER FDS TRpacer us small | $6,843,597 | +30.9% | 168,147 | +22.4% | 0.08% | +21.9% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $6,722,932 | +9.8% | 267,954 | +9.0% | 0.08% | +2.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $6,733,415 | +15.9% | 162,056 | +5.7% | 0.08% | +8.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $6,629,878 | +6.3% | 67,929 | +8.1% | 0.08% | 0.0% |
| INTU | Buy | INTUIT | $6,626,406 | +6.2% | 14,462 | +3.3% | 0.08% | 0.0% |
| Buy | LINDE PLC | $6,620,974 | +14.6% | 17,374 | +6.9% | 0.08% | +7.0% | |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $6,594,596 | +8.6% | 38,379 | +4.0% | 0.08% | +1.4% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $6,461,554 | +10.5% | 41,500 | +4.1% | 0.07% | +2.8% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $6,437,168 | +9.5% | 59,981 | +3.2% | 0.07% | +2.8% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $6,379,584 | +4.3% | 399,473 | +4.2% | 0.07% | -2.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $6,193,654 | -3.7% | 69,018 | +3.5% | 0.07% | -10.1% |
| LOW | Buy | LOWES COS INC | $6,040,305 | +16.8% | 26,763 | +3.5% | 0.07% | +9.5% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $6,029,012 | +9.6% | 79,728 | +4.4% | 0.07% | +3.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $5,987,855 | +5.5% | 43,371 | +2.5% | 0.07% | -2.9% |
| ATO | Buy | ATMOS ENERGY CORP | $5,798,398 | +4.8% | 49,840 | +1.2% | 0.07% | -2.9% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $5,739,520 | +22.1% | 279,024 | +22.2% | 0.07% | +13.8% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $5,653,964 | +121.6% | 70,053 | +101.5% | 0.06% | +109.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $5,705,313 | +162.3% | 29,418 | +176.4% | 0.06% | +140.7% |
| ORCL | Buy | ORACLE CORP | $5,636,087 | +40.4% | 47,326 | +9.5% | 0.06% | +30.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $5,558,972 | +17.1% | 74,120 | +11.6% | 0.06% | +10.3% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $5,584,889 | +8.5% | 180,158 | +3.1% | 0.06% | +1.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,568,065 | +28.5% | 156,187 | +25.4% | 0.06% | +20.8% |
| NKE | Buy | NIKE INCcl b | $5,543,695 | -9.8% | 50,228 | +0.3% | 0.06% | -16.0% |
| IGIB | Buy | ISHARES TR | $5,493,523 | +27.3% | 108,632 | +29.1% | 0.06% | +18.9% |
| MS | Buy | MORGAN STANLEY | $5,442,193 | +8.4% | 63,726 | +11.5% | 0.06% | +1.6% |
| SBUX | Buy | STARBUCKS CORP | $5,337,044 | +0.5% | 53,877 | +5.6% | 0.06% | -6.2% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $5,207,970 | +4.8% | 48,084 | +4.0% | 0.06% | -1.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $5,207,736 | +3.0% | 107,731 | +7.8% | 0.06% | -3.2% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $5,124,860 | +11.3% | 64,229 | +2.9% | 0.06% | +5.4% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $5,127,353 | +11.0% | 87,438 | +14.9% | 0.06% | +3.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $4,959,580 | +49.0% | 21,588 | +40.4% | 0.06% | +39.0% |
| EOG | Buy | EOG RES INC | $5,003,083 | +350.7% | 43,718 | +351.4% | 0.06% | +307.1% |
| Buy | CAPITAL GROUP GROWTH ETF | $4,962,916 | +169.8% | 196,707 | +140.2% | 0.06% | +147.8% | |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $4,955,895 | +2.9% | 172,139 | +4.5% | 0.06% | -3.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $4,986,618 | +16.7% | 81,734 | +5.9% | 0.06% | +9.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $5,017,010 | +87.0% | 77,090 | +66.6% | 0.06% | +72.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,911,064 | +3.4% | 50,308 | +3.0% | 0.06% | -3.4% |
| WFC | Buy | WELLS FARGO CO NEW | $4,935,947 | +23.6% | 115,650 | +8.3% | 0.06% | +14.3% |
| TXN | Buy | TEXAS INSTRS INC | $4,830,624 | +0.4% | 26,834 | +3.7% | 0.06% | -6.8% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,824,712 | +14.4% | 72,378 | +7.0% | 0.06% | +5.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $4,773,143 | +0.2% | 97,650 | +0.3% | 0.06% | -5.2% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $4,785,210 | +905.2% | 123,203 | +877.5% | 0.06% | +816.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,838,242 | +8.4% | 50,070 | +2.1% | 0.06% | 0.0% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $4,796,835 | +2.4% | 93,415 | +1.1% | 0.06% | -3.5% |
| IYK | Buy | ISHARES TRus consm staples | $4,717,786 | +7.8% | 23,555 | +7.2% | 0.05% | 0.0% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $4,723,618 | +45.8% | 80,525 | +34.4% | 0.05% | +35.0% |
| AZO | Buy | AUTOZONE INC | $4,627,676 | +341.9% | 1,856 | +335.7% | 0.05% | +307.7% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $4,642,117 | +15.7% | 230,607 | +16.6% | 0.05% | +8.2% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $4,527,751 | +10.8% | 127,184 | +9.9% | 0.05% | +4.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $4,590,200 | +29.3% | 28,162 | +17.3% | 0.05% | +20.9% |
| ONEV | Buy | SPDR SER TRrussell low vol | $4,542,930 | +39.9% | 41,851 | +36.1% | 0.05% | +30.0% |
| NDAQ | Buy | NASDAQ INC | $4,521,403 | -6.0% | 90,700 | +3.0% | 0.05% | -11.9% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $4,453,625 | +18.7% | 68,057 | +22.8% | 0.05% | +10.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $4,500,405 | +1.9% | 35,732 | +2.8% | 0.05% | -5.6% |
| AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $4,367,774 | +14.7% | 80,795 | +1.9% | 0.05% | +6.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $4,381,800 | +11.0% | 40,902 | +6.5% | 0.05% | +4.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $4,355,887 | +24.4% | 47,543 | +25.9% | 0.05% | +16.3% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $4,325,844 | +38.3% | 143,668 | +48.5% | 0.05% | +28.9% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $4,301,302 | +7.8% | 30,549 | +4.9% | 0.05% | 0.0% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $4,285,628 | +2.5% | 121,166 | +2.0% | 0.05% | -3.9% |
| VFMV | Buy | VANGUARD WELLINGTON FDus minimum | $4,155,341 | +6.4% | 41,644 | +4.9% | 0.05% | 0.0% |
| F | Buy | FORD MTR CO DEL | $4,210,344 | +22.1% | 278,278 | +1.6% | 0.05% | +14.3% |
| FDX | Buy | FEDEX CORP | $4,083,430 | +23.5% | 16,472 | +13.8% | 0.05% | +14.6% |
| MDT | Buy | MEDTRONIC PLC | $4,136,916 | +23.0% | 46,957 | +12.5% | 0.05% | +14.6% |
| OKE | Buy | ONEOK INC NEW | $4,073,631 | +6.3% | 66,002 | +9.5% | 0.05% | 0.0% |
| DHR | Buy | DANAHER CORPORATION | $4,094,185 | -0.6% | 17,059 | +4.4% | 0.05% | -6.0% |
| Buy | ALPS ETF TRoshares us smlcp | $4,071,666 | +6.7% | 110,945 | +2.7% | 0.05% | 0.0% | |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $4,102,516 | +10.3% | 151,339 | +7.5% | 0.05% | +2.2% |
| WTRG | Buy | ESSENTIAL UTILS INC | $4,029,944 | +597.8% | 100,976 | +663.2% | 0.05% | +557.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,029,299 | +6.9% | 60,058 | +4.5% | 0.05% | 0.0% |
| UL | Buy | UNILEVER PLCspon adr new | $3,877,238 | +0.4% | 74,376 | +0.0% | 0.04% | -6.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $3,789,178 | +41.5% | 7,470 | +24.0% | 0.04% | +30.3% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $3,746,894 | +9.7% | 42,304 | +3.6% | 0.04% | +2.4% |
| IDEV | Buy | ISHARES TRcore msci intl | $3,671,256 | +14.5% | 60,066 | +13.3% | 0.04% | +7.7% |
| Buy | WORLD GOLD TRspdr gld minis | $3,618,905 | -0.6% | 95,009 | +2.1% | 0.04% | -8.9% | |
| KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $3,557,672 | +52.5% | 129,182 | +47.3% | 0.04% | +41.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,606,785 | +28.8% | 16,410 | +30.5% | 0.04% | +20.6% |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $3,559,529 | +6.1% | 449,436 | +4.6% | 0.04% | 0.0% |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $3,593,941 | +6.4% | 66,530 | +2.7% | 0.04% | 0.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,468,378 | +6.7% | 10,753 | +8.2% | 0.04% | 0.0% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $3,465,517 | +10.2% | 35,979 | +2.9% | 0.04% | +2.6% |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $3,458,422 | -3.5% | 122,813 | +1.8% | 0.04% | -9.1% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $3,461,892 | +2.4% | 55,293 | +2.1% | 0.04% | -2.4% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $3,523,136 | +3.9% | 19,361 | +1.5% | 0.04% | -4.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,389,009 | +9.1% | 46,463 | +4.3% | 0.04% | +2.6% |
| WPC | Buy | WP CAREY INC | $3,376,157 | -9.5% | 49,973 | +3.8% | 0.04% | -15.2% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $3,310,614 | +161.0% | 132,213 | +144.6% | 0.04% | +137.5% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $3,196,365 | +17.3% | 99,544 | +18.7% | 0.04% | +12.1% |
| BX | Buy | BLACKSTONE INC | $3,245,925 | +9.9% | 34,914 | +3.8% | 0.04% | +2.8% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $3,266,286 | +62.3% | 113,452 | +61.1% | 0.04% | +48.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,241,332 | +20.8% | 42,073 | +17.8% | 0.04% | +12.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $3,268,165 | +55.0% | 15,190 | +64.4% | 0.04% | +42.3% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $3,144,692 | +3.4% | 65,775 | +1.7% | 0.04% | -2.7% |
| O | Buy | REALTY INCOME CORP | $3,135,801 | +0.0% | 52,447 | +5.9% | 0.04% | -5.3% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $3,020,343 | +24.6% | 76,003 | +19.4% | 0.04% | +16.7% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $3,032,465 | +20.5% | 26,739 | +19.2% | 0.04% | +12.9% |
| QCOM | Buy | QUALCOMM INC | $3,037,999 | -3.3% | 25,521 | +3.6% | 0.04% | -7.9% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,099,304 | +7.1% | 50,232 | +5.8% | 0.04% | 0.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $3,049,832 | +32.1% | 34,042 | +23.5% | 0.04% | +25.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $3,073,585 | +0.4% | 110,680 | +1.3% | 0.04% | -7.9% |
| NFLX | Buy | NETFLIX INC | $2,991,808 | +79.0% | 6,792 | +40.4% | 0.03% | +70.0% |
| ASML | Buy | ASML HOLDING N V | $2,855,259 | +13.0% | 3,940 | +6.1% | 0.03% | +6.5% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNhedged equity | $2,872,014 | +9.2% | 115,757 | +4.0% | 0.03% | +3.1% | |
| SHOP | Buy | SHOPIFY INCcl a | $2,877,219 | +37.9% | 44,539 | +2.3% | 0.03% | +26.9% |
| GIS | Buy | GENERAL MLS INC | $2,929,915 | -4.0% | 38,200 | +6.9% | 0.03% | -10.8% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $2,848,578 | +32.1% | 38,022 | +35.1% | 0.03% | +26.9% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $2,761,349 | +3.1% | 52,667 | +5.5% | 0.03% | -3.0% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,804,223 | +9.1% | 13,628 | +3.3% | 0.03% | +3.2% |
| SPGI | Buy | S&P GLOBAL INC | $2,789,961 | +18.8% | 6,959 | +2.2% | 0.03% | +10.3% |
| USB | Buy | US BANCORP DEL | $2,804,151 | +22.2% | 84,871 | +33.4% | 0.03% | +14.3% |
| ETN | Buy | EATON CORP PLC | $2,775,848 | +53.9% | 13,803 | +31.2% | 0.03% | +45.5% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $2,713,051 | +54.3% | 43,646 | +39.4% | 0.03% | +40.9% |
| MKC | Buy | MCCORMICK & CO INC | $2,695,443 | +10.6% | 30,900 | +5.5% | 0.03% | +3.3% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $2,641,966 | +35.5% | 38,773 | +19.8% | 0.03% | +25.0% |
| OGE | Buy | OGE ENERGY CORP | $2,625,715 | +17.0% | 73,119 | +22.8% | 0.03% | +11.1% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $2,580,845 | +9.5% | 23,299 | +13.3% | 0.03% | +3.4% |
| TFC | Buy | TRUIST FINL CORP | $2,580,575 | +98.6% | 85,027 | +123.2% | 0.03% | +87.5% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $2,562,949 | +41.4% | 135,284 | +43.0% | 0.03% | +31.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $2,575,520 | +5.6% | 32,589 | +7.2% | 0.03% | -3.3% |
| ARKK | Buy | ARK ETF TRinnovation etf | $2,541,225 | +9.6% | 57,572 | +0.1% | 0.03% | +3.6% |
| IXUS | Buy | ISHARES TRcore msci total | $2,556,533 | +1.1% | 40,826 | +0.0% | 0.03% | -6.5% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $2,544,800 | +11.5% | 66,566 | +6.8% | 0.03% | +3.6% |
| WEC | Buy | WEC ENERGY GROUP INC | $2,511,367 | +4.3% | 28,461 | +12.1% | 0.03% | 0.0% |
| IAU | Buy | ISHARES GOLD TRishares new | $2,493,279 | +43.7% | 68,516 | +47.5% | 0.03% | +38.1% |
| CHI | Buy | CALAMOS CONV OPPORTUNITIES &sh ben int | $2,532,466 | +19.1% | 226,113 | +11.8% | 0.03% | +11.5% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $2,449,812 | +15.6% | 130,657 | +11.1% | 0.03% | +7.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,479,397 | +7.3% | 14,277 | +5.9% | 0.03% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,492,800 | +72.7% | 9,965 | +68.1% | 0.03% | +55.6% |
| ANTM | Buy | ELEVANCE HEALTH INC | $2,455,567 | -1.9% | 5,527 | +1.5% | 0.03% | -9.7% |
| FITB | Buy | FIFTH THIRD BANCORP | $2,466,525 | +21.0% | 94,106 | +23.0% | 0.03% | +12.0% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $2,417,671 | +9.6% | 97,447 | +9.6% | 0.03% | +3.7% |
| KJUL | Buy | INNOVATOR ETFS TRus sml cp pwr b | $2,423,774 | +26.5% | 94,347 | +22.0% | 0.03% | +21.7% |
| SCCO | Buy | SOUTHERN COPPER CORP | $2,354,841 | +99.9% | 32,825 | +112.4% | 0.03% | +92.9% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $2,350,247 | +14.6% | 36,815 | +23.2% | 0.03% | +8.0% |
| IQDY | Buy | FLEXSHARES TRint qltdvdynam | $2,334,200 | +10.0% | 88,216 | +9.2% | 0.03% | +3.8% |
| Buy | GENERAL ELECTRIC CO | $2,360,479 | +22.7% | 21,488 | +6.7% | 0.03% | +12.5% | |
| AMAT | Buy | APPLIED MATLS INC | $2,383,342 | +41.1% | 16,489 | +19.9% | 0.03% | +28.6% |
| Buy | HARBOR ETF TRUSTlong term grower | $2,254,077 | +50.6% | 121,579 | +31.0% | 0.03% | +44.4% | |
| GCOW | Buy | PACER FDS TRglobl cash etf | $2,298,711 | +28.9% | 69,343 | +30.7% | 0.03% | +18.2% |
| APH | Buy | AMPHENOL CORP NEWcl a | $2,289,505 | +95.2% | 26,951 | +87.8% | 0.03% | +85.7% |
| IYH | Buy | ISHARES TRus hlthcare etf | $2,267,040 | +7.7% | 8,089 | +5.0% | 0.03% | 0.0% |
| FLQM | Buy | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $2,307,173 | +8.3% | 51,385 | +4.3% | 0.03% | 0.0% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $2,245,767 | +1.2% | 107,248 | +1.8% | 0.03% | -3.7% |
| COG | Buy | COTERRA ENERGY INC | $2,248,028 | +43.9% | 88,855 | +39.6% | 0.03% | +36.8% |
| Buy | GSK PLCsponsored adr | $2,215,057 | +9.0% | 62,151 | +8.8% | 0.02% | 0.0% | |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,149,875 | +11.0% | 54,249 | +11.3% | 0.02% | +4.2% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,174,408 | +6.3% | 14,610 | +0.2% | 0.02% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $2,139,365 | +10.9% | 14,052 | +91.7% | 0.02% | 0.0% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,110,528 | +52.2% | 46,467 | +54.2% | 0.02% | +41.2% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,973,407 | +21.9% | 12,194 | +19.9% | 0.02% | +15.0% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $1,969,308 | +51.9% | 414,591 | +42.0% | 0.02% | +43.8% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,995,647 | +389.4% | 8,481 | +325.3% | 0.02% | +360.0% |
| KR | Buy | KROGER CO | $1,973,876 | -1.2% | 41,997 | +3.8% | 0.02% | -4.2% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,033,856 | +11.3% | 24,164 | +3.1% | 0.02% | +4.5% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $2,046,291 | +59.0% | 66,223 | +51.3% | 0.02% | +43.8% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,918,492 | +7.6% | 47,962 | +10.1% | 0.02% | 0.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $1,931,299 | +437.8% | 25,686 | +406.9% | 0.02% | +450.0% |
| GPC | Buy | GENUINE PARTS CO | $1,965,398 | +28.3% | 11,614 | +26.8% | 0.02% | +15.8% |
| CAH | Buy | CARDINAL HEALTH INC | $1,927,967 | +51.5% | 20,387 | +21.0% | 0.02% | +37.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,964,105 | +37.6% | 7,687 | +7.6% | 0.02% | +29.4% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $1,919,113 | +69.1% | 88,154 | +4.4% | 0.02% | +57.1% |
| ALB | Buy | ALBEMARLE CORP | $1,884,479 | +13.7% | 8,447 | +12.6% | 0.02% | +10.0% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $1,903,196 | +6.4% | 72,808 | +3.8% | 0.02% | 0.0% |
| KOCT | Buy | INNOVATOR ETFS TRus sml cp pwr b | $1,909,187 | +8.8% | 70,502 | +4.2% | 0.02% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $1,806,338 | +18.5% | 36,338 | +9.1% | 0.02% | +10.5% |
| WIRE | Buy | ENCORE WIRE CORP | $1,796,842 | +0.3% | 9,664 | +0.0% | 0.02% | -4.5% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $1,806,551 | +18.8% | 38,717 | +16.1% | 0.02% | +10.5% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,796,943 | +10.1% | 49,915 | +8.5% | 0.02% | +5.0% |
| EES | Buy | WISDOMTREE TRus smallcap fund | $1,802,518 | +7.1% | 40,226 | +3.3% | 0.02% | 0.0% |
| Buy | FIRST TR EXCHANGE-TRADED FDlimited duration | $1,819,514 | +252.0% | 97,718 | +256.0% | 0.02% | +250.0% | |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $1,849,894 | +25.5% | 56,245 | +20.0% | 0.02% | +16.7% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $1,725,844 | +3.3% | 27,796 | +0.8% | 0.02% | 0.0% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $1,745,746 | +63.1% | 16,331 | +53.6% | 0.02% | +53.8% |
| BCOR | Buy | AVANTAX INC | $1,724,267 | -14.9% | 77,045 | +0.0% | 0.02% | -20.0% |
| PPG | Buy | PPG INDS INC | $1,747,718 | +14.7% | 11,785 | +3.3% | 0.02% | +5.3% |
| SNY | Buy | SANOFIsponsored adr | $1,751,804 | +7.7% | 32,501 | +8.7% | 0.02% | 0.0% |
| PGR | Buy | PROGRESSIVE CORP | $1,708,663 | +101.6% | 12,908 | +117.9% | 0.02% | +100.0% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,787,132 | +7.1% | 21,157 | +2.2% | 0.02% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,790,896 | +2.9% | 21,611 | +0.1% | 0.02% | -4.8% |
| PMAR | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,725,309 | +6.6% | 51,090 | +1.6% | 0.02% | 0.0% |
| BIZD | Buy | VANECK ETF TRUST | $1,766,990 | +6.9% | 115,038 | +3.2% | 0.02% | 0.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,697,966 | +75.1% | 4,825 | +56.8% | 0.02% | +58.3% |
| ET | Buy | ENERGY TRANSFER L P | $1,648,774 | +14.2% | 129,825 | +12.1% | 0.02% | +5.6% |
| PLD | Buy | PROLOGIS INC. | $1,701,588 | +5.6% | 13,876 | +7.4% | 0.02% | -5.0% |
| PSFF | Buy | PACER FDS TRswan sos fd of | $1,664,433 | +223.5% | 68,411 | +205.5% | 0.02% | +216.7% |
| URI | Buy | UNITED RENTALS INC | $1,630,940 | +18.9% | 3,662 | +5.7% | 0.02% | +11.8% |
| HEEM | Buy | ISHARES INCcur hd msci em | $1,702,993 | +9.3% | 69,397 | +7.1% | 0.02% | 0.0% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,643,016 | +9.5% | 31,530 | +1.2% | 0.02% | +5.6% |
| PSA | Buy | PUBLIC STORAGE | $1,624,402 | +25.3% | 5,565 | +29.7% | 0.02% | +18.8% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $1,674,123 | +2.3% | 75,208 | +4.8% | 0.02% | -5.0% | |
| DG | Buy | DOLLAR GEN CORP NEW | $1,663,526 | +15.4% | 9,798 | +43.1% | 0.02% | +5.6% |
| SYY | Buy | SYSCO CORP | $1,669,499 | -1.7% | 22,500 | +2.3% | 0.02% | -9.5% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,642,807 | +55.2% | 32,563 | +45.6% | 0.02% | +46.2% |
| PXD | Buy | PIONEER NAT RES CO | $1,622,604 | +10.6% | 7,832 | +9.0% | 0.02% | +5.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,572,861 | +15.0% | 3,451 | +16.5% | 0.02% | +5.9% |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,587,346 | +39.0% | 33,390 | +2.1% | 0.02% | +28.6% |
| GNRC | Buy | GENERAC HLDGS INC | $1,540,662 | +665.2% | 10,331 | +454.2% | 0.02% | +800.0% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $1,560,152 | +78.4% | 50,836 | +76.9% | 0.02% | +63.6% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $1,538,131 | +9.1% | 29,896 | +6.1% | 0.02% | +5.9% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,603,002 | +10.0% | 17,091 | +8.6% | 0.02% | 0.0% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $1,578,317 | +1.3% | 74,519 | +1.4% | 0.02% | -5.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,534,038 | +99.7% | 27,065 | +84.5% | 0.02% | +100.0% |
| HUSV | Buy | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $1,575,010 | +13.7% | 47,844 | +11.5% | 0.02% | +5.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $1,533,135 | +392.3% | 7,490 | +348.5% | 0.02% | +350.0% |
| WSO | Buy | WATSCO INC | $1,532,866 | +29.7% | 4,018 | +8.2% | 0.02% | +28.6% |
| IAPR | Buy | INNOVATOR ETFS TRintrnl dev aprl | $1,551,450 | +25.6% | 62,257 | +23.5% | 0.02% | +20.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,564,579 | -1.1% | 90,858 | +0.5% | 0.02% | -5.3% |
| IJUL | Buy | INNOVATOR ETFS TRintrnl dev july | $1,521,176 | +34.0% | 57,907 | +29.5% | 0.02% | +21.4% |
| FTNT | Buy | FORTINET INC | $1,446,188 | +29.0% | 19,132 | +13.4% | 0.02% | +21.4% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $1,493,924 | -1.6% | 18,770 | +13.7% | 0.02% | -10.5% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,473,771 | +7.7% | 16,706 | +1.0% | 0.02% | 0.0% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,462,887 | +441.0% | 28,882 | +442.5% | 0.02% | +466.7% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,458,195 | +13.3% | 28,503 | +15.7% | 0.02% | +6.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,504,629 | +21.6% | 8,000 | +7.7% | 0.02% | +13.3% |
| ARCC | Buy | ARES CAPITAL CORP | $1,378,955 | +10.1% | 73,388 | +7.1% | 0.02% | +6.7% |
| NOW | Buy | SERVICENOW INC | $1,404,363 | +65.8% | 2,499 | +37.1% | 0.02% | +60.0% |
| ZTS | Buy | ZOETIS INCcl a | $1,412,448 | +6.1% | 8,202 | +2.6% | 0.02% | 0.0% |
| HRL | Buy | HORMEL FOODS CORP | $1,376,298 | +79.8% | 34,219 | +78.3% | 0.02% | +77.8% |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,440,634 | +7.5% | 41,032 | +1.7% | 0.02% | 0.0% |
| POCT | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,418,844 | +13.2% | 42,392 | +7.0% | 0.02% | +6.7% |
| IGE | Buy | ISHARES TRnorth amern nat | $1,392,401 | +4.7% | 35,868 | +5.6% | 0.02% | 0.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,364,305 | -17.3% | 47,887 | +0.4% | 0.02% | -20.0% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,357,544 | -1.9% | 9,549 | +1.8% | 0.02% | -5.9% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,278,142 | +25.2% | 3,277 | +7.9% | 0.02% | +15.4% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,349,431 | +19.7% | 39,434 | +10.7% | 0.02% | +7.1% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $1,285,257 | +17.7% | 24,932 | +19.6% | 0.02% | +15.4% |
| XAR | Buy | SPDR SER TRaerospace def | $1,295,700 | +145.1% | 10,662 | +135.8% | 0.02% | +150.0% |
| LNG | Buy | CHENIERE ENERGY INC | $1,333,420 | +21.0% | 8,752 | +25.2% | 0.02% | +15.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,314,190 | -3.0% | 7,575 | +1.3% | 0.02% | -11.8% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $1,303,707 | +93.5% | 21,808 | +40.2% | 0.02% | +87.5% |
| MMS | Buy | MAXIMUS INC | $1,288,132 | +15.6% | 15,242 | +7.6% | 0.02% | +7.1% |
| MSTR | Buy | MICROSTRATEGY INCcl a new | $1,296,060 | +26.2% | 3,785 | +7.8% | 0.02% | +15.4% |
| FEN | Buy | FIRST TR ENERGY INCOME & GRO | $1,315,400 | +14.8% | 94,429 | +6.9% | 0.02% | +7.1% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,306,009 | +17.1% | 27,118 | +8.1% | 0.02% | +7.1% |
| Buy | INNOVATOR ETFS TRinternational dv | $1,268,762 | +11.8% | 48,658 | +8.2% | 0.02% | +7.1% | |
| SECT | Buy | NORTHERN LTS FD TR IVmain sectr rotn | $1,306,667 | +114.2% | 30,324 | +101.9% | 0.02% | +114.3% |
| FGRO | Buy | FIDELITY COVINGTON TRUSTfidelity growth | $1,303,164 | +17.9% | 77,431 | +3.2% | 0.02% | +7.1% |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $1,226,870 | +3.0% | 8,890 | +0.2% | 0.01% | -6.7% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,217,617 | +22.9% | 23,065 | +18.3% | 0.01% | +16.7% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $1,200,876 | +59.0% | 63,119 | +61.3% | 0.01% | +55.6% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,252,446 | +25.7% | 25,410 | +24.8% | 0.01% | +16.7% |
| INFY | Buy | INFOSYS LTDsponsored adr | $1,235,503 | +441.2% | 76,883 | +487.3% | 0.01% | +366.7% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,217,491 | +1.3% | 10,563 | +3.4% | 0.01% | -6.7% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,246,841 | +15.6% | 40,495 | +9.8% | 0.01% | +7.7% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $1,237,560 | +0.7% | 21,731 | +1.6% | 0.01% | -6.7% |
| PAUG | Buy | INNOVATOR ETFS TRus eqty pwr bf | $1,217,861 | +9.7% | 39,034 | +3.7% | 0.01% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORP | $1,186,081 | +25.0% | 1,845 | +3.1% | 0.01% | +16.7% |
| FDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $1,183,920 | +9.4% | 32,854 | +2.2% | 0.01% | +7.7% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $1,199,979 | +47.9% | 561 | +18.1% | 0.01% | +40.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,210,874 | +8.4% | 6,331 | +4.2% | 0.01% | 0.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $1,114,429 | +12.6% | 11,901 | +5.6% | 0.01% | +8.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,138,821 | +1.5% | 58,311 | +1.3% | 0.01% | -7.1% |
| PWR | Buy | QUANTA SVCS INC | $1,123,769 | +25.8% | 5,720 | +6.7% | 0.01% | +18.2% |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $1,123,254 | +12.5% | 41,070 | +12.6% | 0.01% | +8.3% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,167,371 | +11.3% | 41,766 | +10.8% | 0.01% | 0.0% |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $1,103,545 | – | 41,919 | +100.0% | 0.01% | – |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,097,692 | +38.0% | 48,830 | +37.9% | 0.01% | +30.0% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $1,140,397 | +0.9% | 17,951 | +4.0% | 0.01% | -7.1% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $1,178,086 | +31.5% | 7,040 | +18.5% | 0.01% | +18.2% |
| KHC | Buy | KRAFT HEINZ CO | $1,094,303 | -2.9% | 30,825 | +5.8% | 0.01% | -7.1% |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,059,528 | +22.2% | 5,117 | +10.4% | 0.01% | +9.1% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,009,666 | +22.3% | 13,119 | +17.2% | 0.01% | +20.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,043,163 | +106.7% | 32,058 | +104.0% | 0.01% | +100.0% |
| IGRO | Buy | ISHARES TRintl div grwth | $1,015,431 | +21.9% | 16,373 | +19.2% | 0.01% | +20.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,091,302 | +1.7% | 29,431 | +4.2% | 0.01% | -7.7% |
| AZAA | Buy | AIM ETF PRODUCTS TRUSTus lrgcp b10 apr | $1,010,703 | +10.1% | 32,184 | +3.6% | 0.01% | +9.1% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,068,981 | +15.1% | 19,763 | +6.5% | 0.01% | +9.1% |
| REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $1,021,441 | +2.6% | 12,283 | +0.6% | 0.01% | 0.0% |
| FLNG | Buy | FLEX LNG LTD | $1,085,260 | -5.9% | 35,547 | +3.5% | 0.01% | -14.3% |
| CNI | Buy | CANADIAN NATL RY CO | $1,088,110 | +16.8% | 8,987 | +13.8% | 0.01% | +9.1% |
| OXY | Buy | OCCIDENTAL PETE CORP | $1,042,662 | +24.0% | 17,732 | +31.7% | 0.01% | +20.0% |
| EJUL | Buy | INNOVATOR ETFS TRemrgng mkt july | $970,151 | +36.1% | 42,089 | +37.9% | 0.01% | +22.2% |
| OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $976,901 | +11.8% | 26,964 | +8.5% | 0.01% | 0.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $982,432 | +4.2% | 25,056 | +2.7% | 0.01% | -8.3% |
| EAPR | Buy | INNOVATOR ETFS TRemrgng mkt april | $920,243 | +36.6% | 37,363 | +35.6% | 0.01% | +37.5% |
| HCA | Buy | HCA HEALTHCARE INC | $978,968 | +306.7% | 3,226 | +253.3% | 0.01% | +266.7% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $990,982 | +29.8% | 19,065 | +23.2% | 0.01% | +22.2% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $956,053 | +89.1% | 9,858 | +79.6% | 0.01% | +83.3% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $998,032 | +23.5% | 29,328 | +16.6% | 0.01% | +10.0% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $932,112 | +77.7% | 50,741 | +82.5% | 0.01% | +83.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $923,442 | +13.9% | 2,803 | +1.5% | 0.01% | +10.0% |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $934,717 | – | 7,155 | +100.0% | 0.01% | – |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $979,773 | +8.2% | 19,930 | +8.4% | 0.01% | 0.0% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $978,847 | +27.1% | 16,701 | +16.3% | 0.01% | +22.2% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $944,762 | +17.5% | 18,727 | +13.3% | 0.01% | +10.0% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $973,395 | +30.2% | 6,923 | +26.7% | 0.01% | +22.2% |
| CPB | Buy | CAMPBELL SOUP CO | $963,112 | -9.6% | 21,070 | +8.8% | 0.01% | -15.4% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $918,984 | +158.9% | 20,754 | +141.1% | 0.01% | +175.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $924,017 | +114.6% | 16,892 | +113.1% | 0.01% | +120.0% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $966,057 | +143.5% | 11,095 | +153.1% | 0.01% | +120.0% |
| PKG | Buy | PACKAGING CORP AMER | $959,266 | -1.8% | 7,258 | +3.1% | 0.01% | -8.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $873,729 | -14.9% | 5,217 | +6.9% | 0.01% | -23.1% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $831,287 | +0.8% | 40,890 | +0.4% | 0.01% | 0.0% |
| FDS | Buy | FACTSET RESH SYS INC | $890,435 | +7.5% | 2,222 | +11.3% | 0.01% | 0.0% |
| PMAY | Buy | INNOVATOR ETFS TRus eqty pwr buf | $867,113 | +25.2% | 29,049 | +20.9% | 0.01% | +25.0% |
| NAPR | New | INNOVATOR ETFS TRgrwt100 pwr bf | $863,817 | – | 20,720 | +100.0% | 0.01% | – |
| IJAN | Buy | INNOVATOR ETFS TRintrnl dev jan | $902,923 | +4.6% | 30,996 | +2.2% | 0.01% | -9.1% |
| ALTL | Buy | PACER FDS TRlunt lrg cp altr | $883,630 | +63.8% | 23,538 | +65.6% | 0.01% | +42.9% |
| TER | Buy | TERADYNE INC | $917,798 | +8.1% | 8,244 | +4.4% | 0.01% | 0.0% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $898,210 | +123.1% | 22,551 | +137.2% | 0.01% | +100.0% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $853,355 | – | 29,692 | +100.0% | 0.01% | – |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $882,203 | +24.5% | 2,386 | +14.8% | 0.01% | +11.1% |
| TD | Buy | TORONTO DOMINION BK ONT | $840,547 | +12.4% | 13,555 | +8.6% | 0.01% | +11.1% |
| FAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us buffer | $892,435 | +149.3% | 23,108 | +135.4% | 0.01% | +150.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $837,966 | +12.6% | 27,304 | +0.5% | 0.01% | +11.1% |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $837,983 | – | 10,066 | +100.0% | 0.01% | – |
| SJM | Buy | SMUCKER J M CO | $865,296 | +3.3% | 5,860 | +10.2% | 0.01% | 0.0% |
| WYNN | Buy | WYNN RESORTS LTD | $846,220 | -5.0% | 8,013 | +0.6% | 0.01% | -9.1% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $882,064 | – | 29,285 | +100.0% | 0.01% | – | |
| AOM | Buy | ISHARES TRmodert alloc etf | $869,911 | +15.5% | 21,527 | +13.9% | 0.01% | +11.1% |
| HAS | Buy | HASBRO INC | $915,847 | +24.5% | 14,140 | +3.2% | 0.01% | +11.1% |
| ROST | Buy | ROSS STORES INC | $881,859 | +8.2% | 7,865 | +2.4% | 0.01% | 0.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $900,354 | +4.9% | 17,368 | +5.8% | 0.01% | -9.1% |
| UAPR | Buy | INNOVATOR ETFS TRus eqt ultra bf | $816,932 | +295.7% | 31,342 | +278.7% | 0.01% | +200.0% |
| PJUN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $774,300 | +30.4% | 24,449 | +26.8% | 0.01% | +28.6% |
| EJAN | Buy | INNOVATOR ETFS TRemrgng mkt jan | $764,781 | +12.4% | 26,950 | +11.6% | 0.01% | +12.5% |
| BSCT | New | INVESCO EXCH TRD SLF IDX FD | $751,027 | – | 41,851 | +100.0% | 0.01% | – |
| HUM | Buy | HUMANA INC | $780,011 | +150.2% | 1,744 | +171.7% | 0.01% | +125.0% |
| IGM | New | ISHARES TRexpnd tec sc etf | $791,939 | – | 2,016 | +100.0% | 0.01% | – |
| CTAS | Buy | CINTAS CORP | $751,690 | +270.0% | 1,512 | +244.4% | 0.01% | +350.0% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $807,706 | +41.3% | 7,402 | +7.4% | 0.01% | +28.6% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $784,648 | -9.4% | 89,266 | +7.9% | 0.01% | -18.2% |
| EXC | Buy | EXELON CORP | $770,739 | -2.4% | 18,918 | +0.3% | 0.01% | -10.0% |
| AIQ | New | GLOBAL X FDSartificial etf | $785,285 | – | 28,086 | +100.0% | 0.01% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $787,211 | +12.8% | 44,350 | +9.0% | 0.01% | 0.0% |
| WELL | Buy | WELLTOWER INC | $825,545 | +13.1% | 10,206 | +0.2% | 0.01% | 0.0% |
| LQDI | Buy | ISHARES U S ETF TRinflation hedg | $812,768 | +43.8% | 31,515 | +46.1% | 0.01% | +28.6% |
| ES | Buy | EVERSOURCE ENERGY | $791,537 | +25.4% | 11,161 | +38.3% | 0.01% | +12.5% |
| CI | Buy | THE CIGNA GROUP | $805,169 | +33.1% | 2,869 | +21.2% | 0.01% | +28.6% |
| TLTD | Buy | FLEXSHARES TRm star dev mkt | $791,094 | +1.0% | 12,189 | +0.3% | 0.01% | -10.0% |
| MGEE | Buy | MGE ENERGY INC | $744,167 | +3.0% | 9,407 | +1.2% | 0.01% | 0.0% |
| SIVR | Buy | ABRDN SILVER ETF TRUST | $765,253 | -2.4% | 35,023 | +3.2% | 0.01% | -10.0% |
| MORN | Buy | MORNINGSTAR INC | $830,200 | +6.5% | 4,234 | +10.3% | 0.01% | -10.0% |
| NEM | Buy | NEWMONT CORP | $817,176 | +87.0% | 19,156 | +114.9% | 0.01% | +80.0% |
| TTD | Buy | THE TRADE DESK INC | $809,266 | +37.0% | 10,480 | +8.0% | 0.01% | +28.6% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $775,781 | -0.5% | 15,522 | +1.5% | 0.01% | -10.0% |
| GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $810,997 | -2.0% | 15,196 | +0.1% | 0.01% | -10.0% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $817,508 | +15.9% | 28,897 | +18.6% | 0.01% | 0.0% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $818,427 | +291.9% | 17,835 | +275.2% | 0.01% | +200.0% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $671,878 | +24.9% | 9,640 | +19.5% | 0.01% | +14.3% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $684,255 | +5.9% | 4,506 | +5.3% | 0.01% | 0.0% |
| TR | New | TOOTSIE ROLL INDS INC | $666,168 | – | 18,813 | +100.0% | 0.01% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $713,725 | +16.7% | 4,309 | +3.3% | 0.01% | +14.3% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $693,138 | +1.3% | 4,657 | +10.9% | 0.01% | 0.0% |
| JSML | Buy | JANUS DETROIT STR TRhendersn cap etf | $665,879 | +85.0% | 11,725 | +63.6% | 0.01% | +100.0% |
| PML | Buy | PIMCO MUN INCOME FD II | $727,450 | -0.3% | 80,470 | +3.6% | 0.01% | -11.1% |
| FMC | Buy | FMC CORP | $715,594 | -14.5% | 6,858 | +0.0% | 0.01% | -20.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $689,444 | +0.9% | 7,508 | +3.2% | 0.01% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $682,040 | +10.2% | 9,547 | +10.8% | 0.01% | 0.0% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $658,703 | +7.3% | 101,809 | +2.8% | 0.01% | 0.0% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $707,172 | +14.8% | 36,471 | +17.6% | 0.01% | 0.0% |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $657,545 | +91.7% | 20,041 | +80.5% | 0.01% | +100.0% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $671,220 | +23.0% | 23,710 | +15.8% | 0.01% | +14.3% |
| MAS | Buy | MASCO CORP | $701,194 | +16.6% | 12,220 | +1.1% | 0.01% | +14.3% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $663,114 | +28.8% | 9,083 | +34.1% | 0.01% | +33.3% |
| INTF | New | ISHARES TRintl eqty factor | $664,392 | – | 24,781 | +100.0% | 0.01% | – |
| ACES | Buy | ALPS ETF TRclean energy | $718,942 | -2.2% | 15,913 | +0.6% | 0.01% | -11.1% |
| TTC | Buy | TORO CO | $667,290 | -5.5% | 6,565 | +3.4% | 0.01% | -11.1% |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $662,878 | +16.1% | 13,287 | +16.3% | 0.01% | +14.3% |
| MCS | Buy | MARCUS CORP DEL | $702,960 | -5.8% | 47,401 | +1.6% | 0.01% | -11.1% |
| KOF | Buy | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $726,364 | +35.9% | 8,719 | +31.3% | 0.01% | +14.3% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $695,384 | +17.9% | 6,282 | +25.7% | 0.01% | +14.3% |
| GLW | Buy | CORNING INC | $696,063 | +13.5% | 19,865 | +14.2% | 0.01% | 0.0% |
| ING | Buy | ING GROEP N.V.sponsored adr | $680,163 | +32.2% | 50,495 | +16.5% | 0.01% | +33.3% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $720,787 | +29.2% | 9,294 | +26.4% | 0.01% | +14.3% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $719,591 | +3.9% | 10,397 | +0.3% | 0.01% | 0.0% |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $706,747 | – | 13,297 | +100.0% | 0.01% | – | |
| MMLG | Buy | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $644,771 | +15.0% | 29,816 | +1.5% | 0.01% | 0.0% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $637,361 | +2.8% | 15,526 | +1.4% | 0.01% | -12.5% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $600,627 | +24.0% | 7,393 | +25.2% | 0.01% | +16.7% | |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $617,478 | +7.3% | 17,316 | +18.9% | 0.01% | 0.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $596,607 | +9.8% | 6,493 | +6.1% | 0.01% | 0.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $601,783 | +7.8% | 14,653 | +8.1% | 0.01% | 0.0% |
| AVY | Buy | AVERY DENNISON CORP | $570,177 | +20.6% | 3,319 | +25.6% | 0.01% | +16.7% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $616,957 | +10.3% | 9,489 | +7.8% | 0.01% | 0.0% |
| New | FLUENCE ENERGY INC | $611,495 | – | 22,954 | +100.0% | 0.01% | – | |
| RGLD | Buy | ROYAL GOLD INC | $647,670 | -3.9% | 5,643 | +8.6% | 0.01% | -12.5% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $596,647 | +14.1% | 2,034 | +11.3% | 0.01% | +16.7% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $637,329 | +0.7% | 19,197 | +6.5% | 0.01% | -12.5% |
| NOCT | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $610,935 | +9.3% | 14,679 | +2.7% | 0.01% | 0.0% |
| New | RBB FD INCus treas 3 mnth | $649,590 | – | 12,966 | +100.0% | 0.01% | – | |
| New | ON HLDG AGnamen akt a | $612,051 | – | 18,547 | +100.0% | 0.01% | – | |
| XES | New | SPDR SER TRoilgas equip | $571,799 | – | 7,315 | +100.0% | 0.01% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $598,483 | -16.4% | 3,048 | +4.9% | 0.01% | -22.2% |
| CHK | New | CHESAPEAKE ENERGY CORP | $627,919 | – | 7,504 | +100.0% | 0.01% | – |
| POOL | Buy | POOL CORP | $655,126 | +14.2% | 1,749 | +4.4% | 0.01% | 0.0% |
| ZS | Buy | ZSCALER INC | $633,139 | +27.0% | 4,328 | +1.4% | 0.01% | +16.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $630,584 | +75.6% | 14,607 | +29.0% | 0.01% | +75.0% |
| Buy | PIMCO ETF TR | $621,171 | +13.1% | 13,939 | +12.8% | 0.01% | 0.0% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $621,560 | +24.6% | 13,177 | +26.9% | 0.01% | +16.7% |
| PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $599,894 | +18.1% | 13,343 | +15.7% | 0.01% | +16.7% |
| HEDJ | Buy | WISDOMTREE TReurope hedged eq | $578,049 | +3.6% | 7,061 | +4.1% | 0.01% | 0.0% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $540,588 | +30.6% | 11,069 | +20.9% | 0.01% | +20.0% |
| WMB | Buy | WILLIAMS COS INC | $542,524 | +9.4% | 16,627 | +0.2% | 0.01% | 0.0% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $559,981 | +110.2% | 67,144 | +53.0% | 0.01% | +100.0% |
| LFUS | Buy | LITTELFUSE INC | $537,379 | +14.1% | 1,845 | +5.0% | 0.01% | 0.0% |
| SUSC | Buy | ISHARES TResg awre usd etf | $520,096 | +24.6% | 22,871 | +26.1% | 0.01% | +20.0% |
| WDAY | Buy | WORKDAY INCcl a | $518,933 | +12.9% | 2,297 | +3.2% | 0.01% | 0.0% |
| ECL | Buy | ECOLAB INC | $544,138 | +16.9% | 2,915 | +3.7% | 0.01% | 0.0% |
| X | Buy | UNITED STATES STL CORP NEW | $489,250 | +6.2% | 19,562 | +10.9% | 0.01% | 0.0% |
| MTB | Buy | M & T BK CORP | $546,370 | +4.0% | 4,415 | +0.5% | 0.01% | 0.0% |
| FUMB | Buy | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $495,078 | +2.5% | 24,779 | +2.4% | 0.01% | 0.0% |
| OGS | Buy | ONE GAS INC | $501,238 | +15.7% | 6,526 | +19.3% | 0.01% | +20.0% |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $500,261 | +9.4% | 6,549 | +0.2% | 0.01% | 0.0% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $512,809 | +7.4% | 1,906 | +21.3% | 0.01% | 0.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $561,128 | +19.2% | 11,676 | +21.0% | 0.01% | 0.0% |
| RPM | Buy | RPM INTL INC | $545,590 | +2.9% | 6,080 | +0.0% | 0.01% | 0.0% |
| IBD | Buy | NORTHERN LTS FD TR IVinspire corp bd | $564,584 | +15.0% | 24,451 | +16.6% | 0.01% | 0.0% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $506,396 | +6.7% | 11,893 | +8.3% | 0.01% | 0.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $530,219 | +7.6% | 1,651 | +1.9% | 0.01% | 0.0% |
| FCAL | Buy | FIRST TR EXCH TRADED FD IIIcalif mun incm | $531,962 | +0.0% | 10,859 | +0.5% | 0.01% | -14.3% |
| LCII | Buy | LCI INDS | $509,068 | +108.8% | 4,029 | +81.6% | 0.01% | +100.0% |
| New | CANADIAN PACIFIC KANSAS CITY | $534,089 | – | 6,612 | +100.0% | 0.01% | – | |
| Buy | DRAFTKINGS INC NEW | $516,565 | +63.1% | 19,442 | +18.8% | 0.01% | +50.0% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $560,178 | +32.8% | 3,183 | +16.4% | 0.01% | +20.0% |
| KBE | Buy | SPDR SER TRs&p bk etf | $536,495 | -0.5% | 14,903 | +2.5% | 0.01% | -14.3% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $537,579 | +20.7% | 9,946 | +45.7% | 0.01% | +20.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $526,690 | +87.4% | 733 | +114.3% | 0.01% | +100.0% |
| MNA | Buy | INDEXIQ ETF TRiq mrgr arb etf | $500,604 | +2.0% | 16,045 | +3.4% | 0.01% | 0.0% |
| PMF | Buy | PIMCO MUN INCOME FD | $485,039 | +13.2% | 47,183 | +9.6% | 0.01% | +20.0% |
| DTE | Buy | DTE ENERGY CO | $530,118 | +10.8% | 4,818 | +10.3% | 0.01% | 0.0% |
| PII | Buy | POLARIS INC | $528,832 | +10.2% | 4,373 | +0.8% | 0.01% | 0.0% |
| NJUL | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $512,036 | +7.8% | 9,989 | +0.7% | 0.01% | 0.0% |
| UOCT | Buy | INNOVATOR ETFS TRus eqty ultra b | $556,446 | +9.6% | 18,629 | +4.7% | 0.01% | 0.0% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $488,737 | – | 10,680 | +100.0% | 0.01% | – |
| AZBA | Buy | AIM ETF PRODUCTS TRUSTus lrgcp b20 apr | $436,000 | +5.9% | 15,516 | +1.8% | 0.01% | 0.0% |
| GIL | Buy | GILDAN ACTIVEWEAR INC | $464,482 | -1.4% | 14,407 | +1.5% | 0.01% | -16.7% |
| EMN | Buy | EASTMAN CHEM CO | $442,755 | +107.4% | 5,289 | +108.9% | 0.01% | +66.7% |
| Buy | AB ACTIVE ETFS INCultra short incm | $448,678 | +52.1% | 8,943 | +52.2% | 0.01% | +25.0% | |
| New | PEAKSTONE REALTY TRUST | $444,720 | – | 15,928 | +100.0% | 0.01% | – | |
| USHY | Buy | ISHARES TRbroad usd high | $442,400 | +20.5% | 12,533 | +21.4% | 0.01% | +25.0% |
| DIVB | Buy | ISHARES TRcore divid etf | $473,190 | +2.5% | 12,371 | +0.0% | 0.01% | -16.7% |
| DMXF | Buy | ISHARES TResg eafe etf | $475,293 | +13.0% | 7,803 | +10.6% | 0.01% | 0.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $394,302 | +1.9% | 7,403 | +2.4% | 0.01% | 0.0% |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $450,940 | – | 1,796 | +100.0% | 0.01% | – |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $433,516 | +21.3% | 6,571 | +10.3% | 0.01% | +25.0% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $406,893 | +4.1% | 2,657 | +5.4% | 0.01% | 0.0% |
| VTRS | Buy | VIATRIS INC | $428,748 | +4.8% | 42,961 | +1.0% | 0.01% | 0.0% |
| U | Buy | UNITY SOFTWARE INC | $405,716 | +86.8% | 9,344 | +39.5% | 0.01% | +66.7% |
| CINF | Buy | CINCINNATI FINL CORP | $443,775 | -12.6% | 4,560 | +0.7% | 0.01% | -16.7% |
| ULTA | Buy | ULTA BEAUTY INC | $447,536 | -3.4% | 951 | +12.0% | 0.01% | -16.7% |
| TSN | Buy | TYSON FOODS INCcl a | $398,206 | -4.6% | 7,802 | +10.9% | 0.01% | 0.0% |
| GLTR | New | ABRDN PRECIOUS METALS BASKETphyscl precs met | $481,084 | – | 5,545 | +100.0% | 0.01% | – |
| XCEM | Buy | COLUMBIA ETF TR IIem core ex etf | $416,557 | +22.1% | 14,565 | +15.5% | 0.01% | +25.0% |
| TPIF | Buy | TIMOTHY PLANintl etf | $434,925 | +36.9% | 17,239 | +35.6% | 0.01% | +25.0% |
| FDM | New | FIRST TR DOW JONES SELECT MI | $420,939 | – | 7,486 | +100.0% | 0.01% | – |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $452,563 | +18.4% | 5,325 | +16.1% | 0.01% | 0.0% |
| ISMD | Buy | NORTHERN LTS FD TR IVinspire sml/ mid | $450,285 | +8.5% | 14,014 | +4.8% | 0.01% | 0.0% |
| HWM | Buy | HOWMET AEROSPACE INC | $459,765 | +28.7% | 9,277 | +10.1% | 0.01% | +25.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $423,641 | +10.6% | 5,025 | +12.3% | 0.01% | 0.0% |
| IQV | Buy | IQVIA HLDGS INC | $400,540 | +25.8% | 1,782 | +11.3% | 0.01% | +25.0% |
| RIG | Buy | TRANSOCEAN LTD | $430,912 | +28.6% | 61,471 | +16.7% | 0.01% | +25.0% |
| OTEX | Buy | OPEN TEXT CORP | $457,590 | +17.0% | 11,013 | +8.6% | 0.01% | 0.0% |
| OUT | Buy | OUTFRONT MEDIA INC | $431,346 | +78.6% | 27,439 | +84.4% | 0.01% | +66.7% |
| HDEF | New | DBX ETF TRxtrack msci eafe | $467,862 | – | 20,315 | +100.0% | 0.01% | – |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $418,901 | +4.3% | 8,478 | +4.1% | 0.01% | 0.0% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $459,403 | -7.4% | 6,432 | +0.6% | 0.01% | -16.7% |
| PTMC | Buy | PACER FDS TRtrendp us mid cp | $443,142 | +9.1% | 13,453 | +5.1% | 0.01% | 0.0% |
| INDS | Buy | PACER FDS TRindustrial relet | $405,890 | +66.9% | 10,372 | +72.7% | 0.01% | +66.7% |
| Buy | EA SERIES TRUSTstrive us energy | $456,038 | +20.4% | 16,668 | +22.4% | 0.01% | 0.0% | |
| FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $394,213 | +14.3% | 8,212 | +15.4% | 0.01% | +25.0% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $442,827 | +24.8% | 8,941 | +25.5% | 0.01% | +25.0% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $457,464 | +11.6% | 1,800 | +1.2% | 0.01% | 0.0% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $409,733 | +4.6% | 7,918 | +5.9% | 0.01% | 0.0% |
| ALLY | Buy | ALLY FINL INC | $426,963 | +54.4% | 15,808 | +45.7% | 0.01% | +66.7% |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $457,387 | – | 4,614 | +100.0% | 0.01% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC | $404,303 | +0.8% | 2,876 | +1.5% | 0.01% | 0.0% |
| FDLO | New | FIDELITY COVINGTON TRUSTlow volity etf | $400,340 | – | 7,989 | +100.0% | 0.01% | – |
| DDOG | Buy | DATADOG INC | $420,279 | +48.9% | 4,272 | +10.0% | 0.01% | +66.7% |
| BAPR | Buy | INNOVATOR ETFS TRus eqt bufr apr | $447,711 | +10.4% | 12,509 | +3.5% | 0.01% | 0.0% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $446,645 | +25.5% | 4,993 | +19.3% | 0.01% | +25.0% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $439,505 | +12.2% | 5,694 | +10.7% | 0.01% | 0.0% |
| AVDL | Buy | AVADEL PHARMACEUTICALS PLCsponsored adr | $395,520 | +100.8% | 24,000 | +11.6% | 0.01% | +150.0% |
| FBCG | New | FIDELITY COVINGTON TRUSTblue chip grwth | $434,529 | – | 14,606 | +100.0% | 0.01% | – |
| IEO | Buy | ISHARES TRus oil gs ex etf | $451,909 | +5.3% | 5,321 | +6.4% | 0.01% | 0.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $459,761 | +13.0% | 18,122 | +14.8% | 0.01% | 0.0% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $467,464 | +71.1% | 11,449 | +83.8% | 0.01% | +66.7% |
| EVRG | Buy | EVERGY INC | $407,409 | -0.0% | 6,974 | +4.6% | 0.01% | 0.0% |
| MDB | New | MONGODB INCcl a | $380,166 | – | 925 | +100.0% | 0.00% | – |
| TTEC | Buy | TTEC HLDGS INC | $322,631 | -2.8% | 9,534 | +6.9% | 0.00% | 0.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $347,685 | +11.1% | 5,927 | +13.6% | 0.00% | 0.0% |
| AVAV | Buy | AEROVIRONMENT INC | $379,254 | +55.5% | 3,708 | +39.4% | 0.00% | +33.3% |
| AEE | Buy | AMEREN CORP | $372,502 | -4.6% | 4,561 | +0.9% | 0.00% | -20.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $357,947 | +34.2% | 38,655 | +19.1% | 0.00% | +33.3% |
| KBWD | Buy | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $363,161 | +15.4% | 23,235 | +8.9% | 0.00% | 0.0% |
| TIPZ | Buy | PIMCO ETF TRbroad us tips | $381,873 | -2.1% | 7,061 | +1.0% | 0.00% | -20.0% |
| UGI | Buy | UGI CORP NEW | $321,584 | +0.5% | 11,924 | +29.6% | 0.00% | 0.0% |
| LFEQ | Buy | VANECK ETF TRUSTlong/flat trend | $351,716 | +47.7% | 9,039 | +37.1% | 0.00% | +33.3% |
| HOG | New | HARLEY DAVIDSON INC | $309,380 | – | 8,787 | +100.0% | 0.00% | – |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $321,321 | +7.4% | 7,316 | +8.6% | 0.00% | 0.0% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $346,636 | -10.9% | 13,865 | +1.9% | 0.00% | -20.0% |
| Buy | BLACKSTONE SECD LENDING FD | $386,268 | +26.9% | 14,118 | +15.7% | 0.00% | 0.0% | |
| IAT | Buy | ISHARES TRus regnl bks etf | $361,796 | -4.1% | 10,688 | +1.4% | 0.00% | -20.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $311,469 | +29.9% | 12,091 | +13.3% | 0.00% | +33.3% |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $315,658 | – | 3,174 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $328,540 | – | 5,829 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $332,262 | – | 6,144 | +100.0% | 0.00% | – |
| FMAY | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $318,618 | +12.6% | 8,177 | +6.4% | 0.00% | +33.3% |
| New | CAPITAL GROUP GBL GROWTH EQT | $339,501 | – | 13,977 | +100.0% | 0.00% | – | |
| EXLS | Buy | EXLSERVICE HOLDINGS INC | $326,592 | +6.0% | 2,162 | +13.6% | 0.00% | 0.0% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $382,865 | +12.3% | 2,423 | +7.3% | 0.00% | 0.0% |
| LRGF | Buy | ISHARES TRu s equity factr | $336,195 | +7.5% | 7,545 | +0.0% | 0.00% | 0.0% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $387,592 | +33.7% | 7,663 | +26.4% | 0.00% | 0.0% |
| ANDE | New | ANDERSONS INC | $379,109 | – | 8,215 | +100.0% | 0.00% | – |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $339,994 | +8.4% | 16,991 | +3.5% | 0.00% | 0.0% | |
| ANSS | Buy | ANSYS INC | $328,619 | +0.5% | 995 | +1.2% | 0.00% | 0.0% |
| MXI | Buy | ISHARES TRglobal mater etf | $387,570 | +1.9% | 4,735 | +4.2% | 0.00% | -20.0% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $343,913 | -0.6% | 23,966 | +0.6% | 0.00% | 0.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $390,299 | +24.4% | 3,497 | +3.3% | 0.00% | 0.0% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $353,988 | +4.3% | 5,077 | +1.5% | 0.00% | 0.0% |
| RL | New | RALPH LAUREN CORPcl a | $369,987 | – | 3,001 | +100.0% | 0.00% | – |
| KFRC | Buy | KFORCE INC | $356,535 | +1.7% | 5,690 | +2.7% | 0.00% | 0.0% |
| CSGS | New | CSG SYS INTL INC | $343,812 | – | 6,519 | +100.0% | 0.00% | – |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $347,311 | +14.5% | 7,524 | +16.4% | 0.00% | 0.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $370,363 | +67.7% | 6,845 | +24.6% | 0.00% | +33.3% |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $315,070 | +19.9% | 2,894 | +15.5% | 0.00% | +33.3% |
| ABR | Buy | ARBOR REALTY TRUST INC | $350,358 | +84.5% | 23,641 | +43.0% | 0.00% | +100.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $331,742 | +4.2% | 11,381 | +5.3% | 0.00% | 0.0% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $349,162 | +9.0% | 8,692 | +7.0% | 0.00% | 0.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $335,156 | +15.0% | 10,002 | +3.4% | 0.00% | 0.0% |
| JD | New | JD.COM INCspon adr cl a | $346,376 | – | 10,149 | +100.0% | 0.00% | – |
| Buy | HALEON PLCspon ads | $314,733 | +13.0% | 37,558 | +9.7% | 0.00% | +33.3% | |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $326,588 | – | 7,235 | +100.0% | 0.00% | – |
| FICS | New | FIRST TR EXCHANGE-TRADED FDintl dev strngth | $369,829 | – | 11,400 | +100.0% | 0.00% | – |
| OLN | Buy | OLIN CORP | $363,598 | +7.9% | 7,075 | +16.5% | 0.00% | 0.0% |
| New | SYMBOTIC INC | $321,803 | – | 7,517 | +100.0% | 0.00% | – | |
| Buy | CONSTELLATION ENERGY CORP | $378,038 | +20.0% | 4,129 | +2.9% | 0.00% | 0.0% | |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $366,365 | +0.3% | 8,839 | +0.9% | 0.00% | 0.0% |
| TRP | Buy | TC ENERGY CORP | $310,239 | +7.9% | 7,677 | +3.9% | 0.00% | 0.0% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $347,955 | +6.1% | 15,430 | +5.8% | 0.00% | 0.0% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $381,845 | +52.8% | 28,453 | +43.5% | 0.00% | +33.3% |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $315,211 | – | 15,964 | +100.0% | 0.00% | – |
| CLTL | New | INVESCO EXCH TRADED FD TR IItreas colaterl | $335,737 | – | 3,183 | +100.0% | 0.00% | – |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $317,928 | -7.6% | 9,886 | +5.1% | 0.00% | 0.0% |
| PTCT | New | PTC THERAPEUTICS INC | $369,243 | – | 9,079 | +100.0% | 0.00% | – |
| WGO | Buy | WINNEBAGO INDS INC | $362,452 | +15.7% | 5,435 | +0.1% | 0.00% | 0.0% |
| CLOU | Buy | GLOBAL X FDS | $339,444 | +71.8% | 17,109 | +58.9% | 0.00% | +100.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $320,968 | +8.4% | 5,896 | +0.4% | 0.00% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $389,503 | +39.7% | 4,156 | +20.1% | 0.00% | +33.3% |
| AMRN | Buy | AMARIN CORP PLCspons adr new | $314,369 | -0.2% | 264,176 | +25.8% | 0.00% | 0.0% |
| TPLC | New | TIMOTHY PLANus lrgmd cp core | $332,442 | – | 9,241 | +100.0% | 0.00% | – |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $364,582 | +1.8% | 21,831 | +6.4% | 0.00% | 0.0% |
| ICOW | Buy | PACER FDS TRdeveloped mrkt | $354,318 | +33.9% | 11,918 | +33.4% | 0.00% | +33.3% |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $387,210 | +8.1% | 6,738 | +3.1% | 0.00% | 0.0% |
| MUSA | New | MURPHY USA INC | $334,281 | – | 1,074 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $386,336 | – | 4,886 | +100.0% | 0.00% | – |
| EDOW | Buy | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $393,553 | +6.8% | 13,066 | +4.8% | 0.00% | -20.0% |
| GNMA | Buy | ISHARES TRgnma bond etf | $253,791 | +12.8% | 5,789 | +14.4% | 0.00% | 0.0% |
| New | ETF SER SOLUTIONSaam bahl & gayn | $236,977 | – | 9,866 | +100.0% | 0.00% | – | |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $232,338 | +9.7% | 6,902 | +6.8% | 0.00% | 0.0% |
| IGLD | New | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $268,952 | – | 14,059 | +100.0% | 0.00% | – |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $301,766 | +15.7% | 4,817 | +14.6% | 0.00% | 0.0% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $240,554 | +1.5% | 6,381 | +0.5% | 0.00% | 0.0% |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $228,119 | – | 1,983 | +100.0% | 0.00% | – |
| FXU | Buy | FIRST TR EXCHANGE TRADED FDutilities alph | $248,919 | +14.1% | 7,830 | +17.8% | 0.00% | 0.0% |
| DCI | Buy | DONALDSON INC | $295,485 | -1.6% | 4,727 | +2.9% | 0.00% | -25.0% |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $297,329 | +10.6% | 20,421 | +11.3% | 0.00% | 0.0% |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $295,483 | – | 6,470 | +100.0% | 0.00% | – |
| QJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $240,345 | – | 10,802 | +100.0% | 0.00% | – |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $247,470 | +14.2% | 10,239 | +14.4% | 0.00% | 0.0% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $275,409 | +31.9% | 8,830 | +25.1% | 0.00% | 0.0% | |
| DAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $252,929 | – | 8,228 | +100.0% | 0.00% | – |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts va | $285,446 | +15.1% | 11,713 | +10.4% | 0.00% | 0.0% | |
| GEF | New | GREIF INCcl a | $294,234 | – | 4,271 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $253,923 | +23.7% | 15,114 | +17.3% | 0.00% | 0.0% |
| HFRO | Buy | HIGHLAND OPPORTUNITIES | $269,858 | +10.7% | 29,885 | +7.8% | 0.00% | 0.0% |
| H | Buy | HYATT HOTELS CORP | $221,998 | +2.6% | 1,937 | +0.1% | 0.00% | 0.0% |
| BMAY | Buy | INNOVATOR ETFS TRus eqty bufr may | $277,146 | +20.7% | 8,721 | +14.8% | 0.00% | 0.0% |
| UJUL | Buy | INNOVATOR ETFS TRus eqt ultra bf | $255,571 | +20.5% | 8,874 | +13.1% | 0.00% | 0.0% |
| IPAR | New | INTER PARFUMS INC | $241,721 | – | 1,787 | +100.0% | 0.00% | – |
| IP | Buy | INTERNATIONAL PAPER CO | $254,238 | -6.6% | 7,992 | +5.9% | 0.00% | 0.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $272,422 | +34.4% | 779 | +19.3% | 0.00% | +50.0% |
| DKS | New | DICKS SPORTING GOODS INC | $242,892 | – | 1,837 | +100.0% | 0.00% | – |
| EQWL | New | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $255,474 | – | 3,136 | +100.0% | 0.00% | – |
| DAR | New | DARLING INGREDIENTS INC | $238,638 | – | 3,741 | +100.0% | 0.00% | – |
| PUI | Buy | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $223,453 | +2.9% | 6,892 | +5.4% | 0.00% | 0.0% |
| PIO | Buy | INVESCO EXCH TRADED FD TR IIglobal water | $243,881 | +2.4% | 6,818 | +0.1% | 0.00% | 0.0% |
| New | INVESCO EXCH TRADED FD TR IInasdaq ft gen200 | $267,605 | – | 9,344 | +100.0% | 0.00% | – | |
| New | IONQ INC | $267,123 | – | 19,743 | +100.0% | 0.00% | – | |
| EWW | Buy | ISHARES INCmsci mexico etf | $234,101 | +8.3% | 3,765 | +3.7% | 0.00% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $270,760 | +2.3% | 10,382 | +19.1% | 0.00% | 0.0% |
| IYC | Buy | ISHARES TRus consum discre | $253,137 | +12.2% | 3,557 | +2.0% | 0.00% | 0.0% |
| IYF | Buy | ISHARES TRu.s. finls etf | $300,238 | +13.6% | 4,024 | +8.3% | 0.00% | 0.0% |
| CNC | Buy | CENTENE CORP DEL | $234,524 | +9.3% | 3,477 | +2.4% | 0.00% | 0.0% |
| CE | New | CELANESE CORP DEL | $224,612 | – | 1,940 | +100.0% | 0.00% | – |
| CNQ | Buy | CANADIAN NAT RES LTD | $226,346 | +8.2% | 4,023 | +6.4% | 0.00% | 0.0% |
| EWJ | New | ISHARES INCmsci jpn etf new | $284,892 | – | 4,602 | +100.0% | 0.00% | – |
| IPAC | Buy | ISHARES TRcore msci pac | $301,177 | +16.9% | 5,244 | +15.2% | 0.00% | 0.0% |
| JPIN | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $247,693 | +0.2% | 4,770 | +1.0% | 0.00% | 0.0% |
| LTC | Buy | LTC PPTYS INC | $227,359 | +0.1% | 6,885 | +6.5% | 0.00% | 0.0% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $244,791 | +18.5% | 1,232 | +0.9% | 0.00% | 0.0% |
| Buy | LUCID GROUP INC | $253,451 | +7.1% | 36,785 | +25.0% | 0.00% | 0.0% | |
| MP | Buy | MP MATERIALS CORP | $292,956 | -1.7% | 12,804 | +21.2% | 0.00% | -25.0% |
| MIY | New | BLACKROCK MUNIYIELD MICH QU | $261,841 | – | 23,696 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $255,761 | – | 3,885 | +100.0% | 0.00% | – |
| MWA | Buy | MUELLER WTR PRODS INC | $300,503 | +21.6% | 18,515 | +4.5% | 0.00% | 0.0% |
| NIO | Buy | NIO INCspon ads | $235,344 | +49.8% | 24,287 | +62.4% | 0.00% | +50.0% |
| NNN | Buy | NNN REIT INC | $282,473 | +3.0% | 6,601 | +6.3% | 0.00% | 0.0% |
| OSK | Buy | OSHKOSH CORP | $299,835 | +8.2% | 3,463 | +4.0% | 0.00% | 0.0% |
| OC | New | OWENS CORNING NEW | $276,898 | – | 2,122 | +100.0% | 0.00% | – |
| HERD | New | PACER FDS TRcash cows etf | $241,795 | – | 7,112 | +100.0% | 0.00% | – |
| Buy | PERMIAN RESOURCES CORP | $244,710 | +5.4% | 22,328 | +1.0% | 0.00% | 0.0% | |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $235,433 | +15.9% | 16,817 | +3.2% | 0.00% | +50.0% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $305,538 | +8.1% | 3,259 | +9.4% | 0.00% | 0.0% |
| HYS | New | PIMCO ETF TR0-5 high yield | $228,049 | – | 2,501 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $297,819 | – | 28,664 | +100.0% | 0.00% | – |
| EFAD | Buy | PROSHARES TRmsci eafe divd | $223,994 | -0.6% | 6,052 | +0.7% | 0.00% | 0.0% |
| BCE | Buy | BCE INC | $267,625 | +15.0% | 5,870 | +12.9% | 0.00% | 0.0% |
| PB | Buy | PROSPERITY BANCSHARES INC | $304,200 | -8.2% | 5,386 | +0.0% | 0.00% | -25.0% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $273,692 | +19.0% | 3,531 | +3.1% | 0.00% | 0.0% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $270,201 | +27.5% | 10,939 | +28.2% | 0.00% | 0.0% |
| SAR | Buy | SARATOGA INVT CORP | $239,399 | +7.9% | 8,870 | +1.0% | 0.00% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $254,764 | +24.3% | 4,928 | +15.1% | 0.00% | 0.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $271,559 | +9.4% | 11,026 | +8.9% | 0.00% | 0.0% |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $227,144 | – | 4,805 | +100.0% | 0.00% | – |
| SKYT | Buy | SKYWATER TECHNOLOGY INC | $264,231 | -8.2% | 28,050 | +10.9% | 0.00% | -25.0% |
| SON | New | SONOCO PRODS CO | $248,647 | – | 4,213 | +100.0% | 0.00% | – |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $237,642 | +9.7% | 2,639 | +10.5% | 0.00% | 0.0% |
| SPTN | Buy | SPARTANNASH CO | $271,345 | -9.0% | 12,054 | +0.2% | 0.00% | -25.0% |
| AME | Buy | AMETEK INC | $279,246 | +11.5% | 1,725 | +0.1% | 0.00% | 0.0% |
| STLD | Buy | STEEL DYNAMICS INC | $294,112 | -0.8% | 2,700 | +3.0% | 0.00% | -25.0% |
| TREX | New | TREX CO INC | $223,166 | – | 3,404 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $221,664 | – | 6,190 | +100.0% | 0.00% | – |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $225,250 | +0.2% | 10,101 | +0.1% | 0.00% | 0.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $237,608 | +9.5% | 3,033 | +0.3% | 0.00% | 0.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $238,225 | +10.8% | 3,173 | +8.7% | 0.00% | 0.0% |
| ALGN | New | ALIGN TECHNOLOGY INC | $241,890 | – | 684 | +100.0% | 0.00% | – |
| VGR | Buy | VECTOR GROUP LTD | $296,364 | +8.6% | 23,135 | +1.9% | 0.00% | 0.0% |
| CFO | Buy | VICTORY PORTFOLIOS II | $252,899 | -1.1% | 4,105 | +0.0% | 0.00% | 0.0% |
| VMC | New | VULCAN MATLS CO | $232,781 | – | 1,033 | +100.0% | 0.00% | – |
| WDFC | New | WD 40 CO | $251,470 | – | 1,333 | +100.0% | 0.00% | – |
| WHF | Buy | WHITEHORSE FIN INC | $230,064 | +5.9% | 17,932 | +3.4% | 0.00% | 0.0% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $298,617 | +2.6% | 6,418 | +0.9% | 0.00% | -25.0% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $257,538 | +7.4% | 4,865 | +0.9% | 0.00% | 0.0% |
| Buy | WOLFSPEED INC | $258,049 | +6.1% | 4,642 | +24.0% | 0.00% | 0.0% | |
| New | BIOHAVEN LTD | $257,068 | – | 10,747 | +100.0% | 0.00% | – | |
| AES | Buy | AES CORP | $259,191 | -13.0% | 12,503 | +1.1% | 0.00% | -25.0% |
| STE | New | STERIS PLC | $219,124 | – | 974 | +100.0% | 0.00% | – |
| GRMN | Buy | GARMIN LTD | $237,048 | +8.3% | 2,273 | +4.8% | 0.00% | 0.0% |
| RACE | Buy | FERRARI N V | $248,238 | +20.5% | 763 | +0.3% | 0.00% | 0.0% |
| EQIX | New | EQUINIX INC | $217,780 | – | 278 | +100.0% | 0.00% | – |
| BMO | Buy | BANK MONTREAL QUE | $205,931 | +2.5% | 2,280 | +1.1% | 0.00% | 0.0% |
| WIW | Buy | WESTERN AST INFL LKD OPP & I | $178,755 | -3.1% | 20,176 | +0.1% | 0.00% | 0.0% |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $209,615 | +2.5% | 21,046 | +0.0% | 0.00% | -33.3% |
| OSTK | New | OVERSTOCK COM INC DEL | $205,093 | – | 6,297 | +100.0% | 0.00% | – |
| SMCI | New | SUPER MICRO COMPUTER INC | $200,896 | – | 806 | +100.0% | 0.00% | – |
| PGNY | New | PROGYNY INC | $200,870 | – | 5,106 | +100.0% | 0.00% | – |
| EPR | New | EPR PPTYS | $214,660 | – | 4,587 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INC | $201,487 | – | 1,019 | +100.0% | 0.00% | – |
| JQC | Buy | NUVEEN CR STRATEGIES INCOME | $150,686 | +21.6% | 29,839 | +23.1% | 0.00% | 0.0% |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD | $192,329 | +18.6% | 30,146 | +20.0% | 0.00% | 0.0% |
| EFR | Buy | EATON VANCE SR FLTNG RTE TR | $181,232 | +13.9% | 15,424 | +9.8% | 0.00% | 0.0% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $172,183 | +38.6% | 15,753 | +41.0% | 0.00% | 0.0% |
| FSLR | Buy | FIRST SOLAR INC | $204,347 | -1.7% | 1,075 | +12.4% | 0.00% | -33.3% |
| BDC | New | BELDEN INC | $203,448 | – | 2,127 | +100.0% | 0.00% | – |
| BSCU | New | INVESCO EXCH TRD SLF IDX FDinvsco 30 corp | $165,071 | – | 10,190 | +100.0% | 0.00% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $141,266 | – | 10,019 | +100.0% | 0.00% | – |
| NRZ | Buy | RITHM CAPITAL CORP | $189,972 | +16.9% | 20,318 | +0.0% | 0.00% | 0.0% |
| HYLN | Buy | HYLIION HOLDINGS CORP | $132,003 | -1.5% | 79,044 | +16.8% | 0.00% | 0.0% |
| ALV | New | AUTOLIV INC | $202,217 | – | 2,378 | +100.0% | 0.00% | – |
| Buy | HEALTHCARE RLTY TR | $196,120 | -1.5% | 10,399 | +1.0% | 0.00% | 0.0% | |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $212,432 | +3.2% | 4,020 | +0.5% | 0.00% | -33.3% |
| RFDI | Buy | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $206,322 | +2.0% | 3,610 | +0.3% | 0.00% | 0.0% |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $210,381 | – | 8,079 | +100.0% | 0.00% | – |
| GNTX | New | GENTEX CORP | $201,593 | – | 6,890 | +100.0% | 0.00% | – |
| New | UBS AG LONDON BRANCHen lg cp grwth | $208,645 | – | 349 | +100.0% | 0.00% | – | |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $196,238 | +10.0% | 11,106 | +9.9% | 0.00% | 0.0% |
| MTCH | New | MATCH GROUP INC NEW | $205,263 | – | 4,905 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $190,588 | – | 11,502 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $216,320 | – | 2,876 | +100.0% | 0.00% | – |
| MDU | Buy | MDU RES GROUP INC | $213,148 | -30.9% | 10,179 | +0.5% | 0.00% | -50.0% |
| RILY | New | B. RILEY FINANCIAL INC | $201,731 | – | 4,387 | +100.0% | 0.00% | – |
| FHN | Buy | FIRST HORIZON CORPORATION | $151,715 | -36.3% | 13,462 | +0.5% | 0.00% | -33.3% |
| LAD | New | LITHIA MTRS INC | $216,112 | – | 711 | +100.0% | 0.00% | – |
| META | New | LISTED FD TRroundhill ball | $188,387 | – | 18,149 | +100.0% | 0.00% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe us eq md | $204,876 | – | 6,594 | +100.0% | 0.00% | – | |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $210,835 | – | 2,346 | +100.0% | 0.00% | – |
| SBSW | Buy | SIBANYE STILLWATER LTDsponsored adr | $138,023 | -12.3% | 22,119 | +17.0% | 0.00% | 0.0% |
| ASUR | New | ASURE SOFTWARE INC | $179,457 | – | 14,758 | +100.0% | 0.00% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $136,059 | -0.3% | 14,398 | +16.5% | 0.00% | 0.0% |
| IGA | Buy | VOYA GLBL ADV & PREM OPP FD | $139,597 | +0.5% | 16,346 | +0.5% | 0.00% | 0.0% |
| DOC | New | PHYSICIANS RLTY TR | $141,859 | – | 10,140 | +100.0% | 0.00% | – |
| WBND | Buy | LEGG MASON ETF INVTwestn aset ttl | $207,878 | -1.2% | 10,148 | +0.2% | 0.00% | -33.3% |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $186,498 | – | 13,485 | +100.0% | 0.00% | – |
| EQT | New | EQT CORP | $211,675 | – | 5,146 | +100.0% | 0.00% | – |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $212,911 | +1.7% | 6,211 | +2.9% | 0.00% | -33.3% |
| GOLF | New | ACUSHNET HLDGS CORP | $213,690 | – | 3,908 | +100.0% | 0.00% | – |
| FTF | Buy | FRANKLIN LTD DURATION INCOME | $86,804 | +3.7% | 14,046 | +3.7% | 0.00% | 0.0% |
| EDIT | New | EDITAS MEDICINE INC | $108,454 | – | 13,178 | +100.0% | 0.00% | – |
| AUDC | New | AUDIOCODES LTDord | $124,469 | – | 13,633 | +100.0% | 0.00% | – |
| ICL | New | ICL GROUP LTD | $91,180 | – | 16,639 | +100.0% | 0.00% | – |
| EFT | Buy | EATON VANCE FLTING RATE INC | $126,581 | +3.6% | 10,837 | +2.1% | 0.00% | 0.0% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $46,138 | +10.6% | 12,436 | +10.0% | 0.00% | 0.0% |
| SJT | New | SAN JUAN BASIN RTY TRunit ben int | $95,588 | – | 12,865 | +100.0% | 0.00% | – |
| PVL | New | PERMIANVILLE RTY TRtr unit | $50,000 | – | 20,000 | +100.0% | 0.00% | – |
| NSL | New | NUVEEN SR INCOME FD | $60,603 | – | 13,232 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $51,222 | – | 11,307 | +100.0% | 0.00% | – |
| PIM | Buy | PUTNAM MASTER INTER INCOME Tsh ben int | $45,542 | +0.4% | 14,412 | +1.0% | 0.00% | 0.0% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OP | $44,427 | +0.8% | 11,753 | +1.6% | 0.00% | 0.0% |
| EVF | Buy | EATON VANCE SR INCOME TRsh ben int | $113,252 | +26.1% | 20,742 | +23.5% | 0.00% | 0.0% |
| TRTX | New | TPG RE FIN TR INC | $74,100 | – | 10,000 | +100.0% | 0.00% | – |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE | $122,751 | +7.8% | 14,648 | +0.2% | 0.00% | 0.0% |
| DNP | Buy | DNP SELECT INCOME FD INC | $123,234 | -3.7% | 11,759 | +1.3% | 0.00% | -50.0% |
| HTY | Buy | HANCOCK JOHN INVT TRtax adv glb sh | $55,389 | +0.9% | 11,810 | +5.7% | 0.00% | 0.0% |
| GNT | Buy | GAMCO NAT RES GOLD & INCOMEsh ben int | $96,501 | -3.1% | 19,223 | +0.2% | 0.00% | 0.0% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $83,091 | +15.6% | 22,217 | +13.1% | 0.00% | 0.0% |
| Buy | MATTERPORT INC | $38,745 | +32.2% | 12,300 | +14.5% | 0.00% | – | |
| MIN | Buy | MFS INTER INCOME TRsh ben int | $29,630 | +0.9% | 10,814 | +2.0% | 0.00% | – |
| VHC | Buy | VIRNETX HLDG CORP | $18,461 | -58.2% | 39,700 | +17.8% | 0.00% | -100.0% |
| DHF | Buy | BNY MELLON HIGH YIELD STRATEsh ben int | $39,306 | +3.5% | 17,705 | +1.2% | 0.00% | – |
| GOEV | New | CANOO INC | $5,849 | – | 12,200 | +100.0% | 0.00% | – |
| HYMC | New | HYCROFT MINING HOLDING CORP | $3,248 | – | 11,000 | +100.0% | 0.00% | – |
| XXII | Buy | 22ND CENTY GROUP INC | $8,209 | +4.7% | 21,450 | +110.3% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.