$108 Billion is the total value of MCDONALD PARTNERS LLC's 546 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 211.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Buy | iShares MSCI USA Min Vol Factor ETFmsci usa min vol | $7,044,860,000 | +614634.7% | 87,081 | +458.6% | 6.53% | +2326.0% |
| BSJO | New | Invesco BulletShares 2024 High Yield Corporate Bond | $6,377,819,000 | – | 255,317 | +100.0% | 5.91% | – |
| ANGL | New | VanEck Fallen Angel High Yield Bond ETFfallen angel hg | $4,931,125,000 | – | 149,564 | +100.0% | 4.57% | – |
| FALN | New | iShares Fallen Angels USD Bond ETFfaln angls usd | $4,613,612,000 | – | 153,941 | +100.0% | 4.27% | – |
| SJNK | New | SPDR Bloomberg Short Term High Yield Bond ETFbloomberg sht te | $4,309,329,000 | – | 158,723 | +100.0% | 3.99% | – |
| VGT | Buy | Vanguard Information Technology ETFinf tech etf | $4,170,722,000 | +1556139.6% | 9,103 | +1262.7% | 3.86% | +6033.3% |
| VIS | New | Vanguard Industrials ETFindustrial etf | $3,724,113,000 | – | 18,349 | +100.0% | 3.45% | – |
| XLV | Buy | SPDR Health Care Select Sectorsbi healthcare | $3,113,528,000 | +1548918.9% | 22,099 | +1301.3% | 2.88% | +6036.2% |
| VHT | Buy | Vanguard Health Care ETFhealth car etf | $2,915,434,000 | +1033741.8% | 10,943 | +858.2% | 2.70% | +3992.4% |
| XLRE | New | SPDR Real Estate Select Sector ETFrl est sel sec | $2,860,016,000 | – | 55,202 | +100.0% | 2.65% | – |
| VFH | Buy | Vanguard Financials ETFfinancials etf | $2,718,059,000 | +891066.9% | 28,146 | +754.5% | 2.52% | +3397.2% |
| IVOL | New | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $2,535,096,000 | – | 94,417 | +100.0% | 2.35% | – |
| XLI | New | SPDR Industrial Select Sector ETFsbi int-inds | $2,388,238,000 | – | 22,571 | +100.0% | 2.21% | – |
| XLB | New | SPDR Materials Select Sectorsbi materials | $2,333,842,000 | – | 25,757 | +100.0% | 2.16% | – |
| KRE | New | SPDR S&P Regional Banking ETFs&p regl bkg | $2,326,927,000 | – | 32,843 | +100.0% | 2.16% | – |
| VDC | New | Vanguard Consumer Staplesconsum stp etf | $2,319,408,000 | – | 11,604 | +100.0% | 2.15% | – |
| GOOG | Sell | Alphabet Inc Ccap stk cl c | $2,051,555,000 | +74993.5% | 709 | -30.8% | 1.90% | +196.4% |
| CGW | New | Invesco S&P Global Water Index ETFs&p gbl water | $1,964,412,000 | – | 32,400 | +100.0% | 1.82% | – |
| PG | Sell | Procter & Gamble Company (The) | $1,913,886,000 | +97002.3% | 11,700 | -17.0% | 1.77% | +282.9% |
| SCHD | New | Schwab US Dividend Equity ETFus dividend eq | $1,674,959,000 | – | 20,722 | +100.0% | 1.55% | – |
| VNLA | New | Janus Henderson Short Duration Income ETFhendrsn shrt etf | $1,550,915,000 | – | 31,300 | +100.0% | 1.44% | – |
| IHI | New | iShares U.S. Medical Devices ETFu.s. med dvc etf | $1,463,648,000 | – | 22,227 | +100.0% | 1.36% | – |
| CRM | Buy | salesforce.com, Inc. | $1,448,541,000 | +267652.5% | 5,700 | +185.9% | 1.34% | +956.7% |
| SOXX | New | iShares PHLX SOX Semiconductorishares semicdtr | $1,320,678,000 | – | 2,435 | +100.0% | 1.22% | – |
| VOO | Sell | Vanguard S&P 500 ETF | $1,277,404,000 | +19766.3% | 2,926 | -82.1% | 1.18% | -21.6% |
| VPU | New | Vanguard Utilities ETFutilities etf | $1,266,840,000 | – | 8,100 | +100.0% | 1.17% | – |
| VIGI | New | Vanguard International Dividend Appreciation ETFintl dvd etf | $1,267,377,000 | – | 14,837 | +100.0% | 1.17% | – |
| VTI | Sell | Vanguard Total Stock Market ETFtotal stk mkt | $1,223,739,000 | +104225.6% | 5,069 | -4.1% | 1.13% | +312.4% |
| BSJP | New | Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,203,440,000 | – | 49,000 | +100.0% | 1.12% | – |
| ITW | Buy | Illinois Tool Works, Inc. | $1,184,640,000 | +141434.1% | 4,800 | +18.5% | 1.10% | +459.7% |
| PM | Sell | Philip Morris International, Inc. | $1,003,179,000 | +85276.9% | 10,559 | -14.8% | 0.93% | +236.6% |
| STIP | New | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $910,568,000 | – | 8,600 | +100.0% | 0.84% | – |
| IVV | Sell | iShares Core S&P 500core s&p500 etf | $881,688,000 | +33785.0% | 1,848 | -69.4% | 0.82% | +33.7% |
| SLQD | New | iShares 0-5 Year Investment Grade Corporate Bond ETF0-5yr invt gr cp | $878,022,000 | – | 17,199 | +100.0% | 0.81% | – |
| F | Buy | Ford Motor Company | $851,622,000 | +392352.5% | 41,003 | +167.9% | 0.79% | +1447.1% |
| VO | Buy | Vanguard Mid-Cap ETFmid cap etf | $840,741,000 | +244301.5% | 3,300 | +127.0% | 0.78% | +861.7% |
| QQQ | Sell | Invesco QQQ Trust Series 1unit ser 1 | $840,259,000 | +63944.1% | 2,112 | -42.4% | 0.78% | +152.6% |
| VDE | New | Vanguard Energy ETFenergy etf | $833,454,000 | – | 10,739 | +100.0% | 0.77% | – |
| UNH | Sell | UnitedHealth Group, Inc. | $804,428,000 | +39371.4% | 1,602 | -69.3% | 0.74% | +55.9% |
| XLP | New | SPDR Consumer Staples Select Sectorsbi cons stpls | $774,184,000 | – | 10,040 | +100.0% | 0.72% | – |
| VCR | New | Vanguard Consumer Discretionary ETFconsum dis etf | $756,265,000 | – | 2,220 | +100.0% | 0.70% | – |
| ESGU | New | iShares ESG Aware MSCI USA ETFesg awr msci usa | $749,586,000 | – | 6,947 | +100.0% | 0.69% | – |
| SCHW | New | Charles Schwab Corporation (The) | $731,670,000 | – | 8,700 | +100.0% | 0.68% | – |
| IYW | New | iShares US Technology ETFu.s. tech etf | $700,402,000 | – | 6,100 | +100.0% | 0.65% | – |
| XLK | New | Technology Select Sector SPDR Fundtechnology | $678,093,000 | – | 3,900 | +100.0% | 0.63% | – |
| ABB | Sell | ABB Ltd.sponsored adr | $643,966,000 | +75041.9% | 16,871 | -34.3% | 0.60% | +197.0% |
| XLY | New | Consumer Discretionary Select Sector SPDR Fundsbi cons discr | $633,764,000 | – | 3,100 | +100.0% | 0.59% | – |
| NVDA | Sell | NVIDIA Corporation | $588,220,000 | +30777.7% | 2,000 | -78.2% | 0.54% | +21.9% |
| CG | New | Carlyle Group, Inc. (The) | $581,940,000 | – | 10,600 | +100.0% | 0.54% | – |
| USFR | New | WisdomTree Floating Rate Treasury ETFfloatng rat trea | $572,177,000 | – | 22,805 | +100.0% | 0.53% | – |
| LQD | Sell | iShares iBoxx $ Investment Grade Corporate Bond ETFiboxx inv cp etf | $542,802,000 | +56207.3% | 4,096 | -43.5% | 0.50% | +122.6% |
| AVB | New | AvalonBay Communities, Inc. | $530,439,000 | – | 2,100 | +100.0% | 0.49% | – |
| MRVL | New | Marvell Technology, Inc. | $527,740,000 | – | 6,032 | +100.0% | 0.49% | – |
| VIOG | New | Vanguard S&P Small-Cap 600 Growth ETFsmlcp 600 grth | $454,409,000 | – | 1,900 | +100.0% | 0.42% | – |
| EFA | Buy | iShares MSCI EAFEmsci eafe etf | $443,808,000 | +134796.0% | 5,629 | +33.6% | 0.41% | +433.8% |
| VOX | New | Vanguard Communication Services ETF | $393,124,000 | – | 2,900 | +100.0% | 0.36% | – |
| VEA | Sell | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $340,812,000 | +78974.7% | 6,675 | -21.8% | 0.32% | +212.9% |
| EFV | New | iShares MSCI EAFE Valueeafe value etf | $339,253,000 | – | 6,719 | +100.0% | 0.31% | – |
| EFG | New | iShares MSCI EAFE Growth ETFeafe grwth etf | $325,130,000 | – | 2,945 | +100.0% | 0.30% | – |
| IUSB | New | iShares Core Total USD Bond Market ETFcore total usd | $305,674,000 | – | 5,775 | +100.0% | 0.28% | – |
| VUG | Sell | Vanguard Growth ETFgrowth etf | $258,592,000 | +24203.8% | 806 | -78.0% | 0.24% | -4.0% |
| VMBS | New | Vanguard Mortgage-Backed Secs ETFmtg-bkd secs etf | $255,256,000 | – | 4,831 | +100.0% | 0.24% | – |
| FHLC | New | Fidelity MSCI Health Care Index ETFmsci hlth care i | $248,214,000 | – | 3,615 | +100.0% | 0.23% | – |
| CATH | New | Global X S&P 500 Catholic Values ETFs&p 500 catholic | $243,063,000 | – | 4,126 | +100.0% | 0.22% | – |
| GOVT | Sell | iShares US Treasury Bondus treas bd etf | $236,416,000 | +82274.9% | 8,861 | -18.0% | 0.22% | +226.9% |
| SHYG | Sell | iShares 0-5 Year High Yield Corporate Bond0-5yr hi yl cp | $233,476,000 | +19307.8% | 5,154 | -80.4% | 0.22% | -23.4% |
| FSTA | New | Fidelity MSCI Consumer Staples Indexconsmr staples | $222,440,000 | – | 4,766 | +100.0% | 0.21% | – |
| BSCN | New | Invesco BulletShares 2023 Corporate Bond | $197,067,000 | – | 9,183 | +100.0% | 0.18% | – |
| VTV | Sell | Vanguard Value ETFvalue etf | $195,640,000 | +56118.4% | 1,330 | -48.3% | 0.18% | +120.7% |
| BIBL | New | Inspire100 ETFinspire 100etf | $181,552,000 | – | 4,609 | +100.0% | 0.17% | – |
| SPYG | Sell | SPDR S&P 500 Growthprtflo s&p500 gw | $175,719,000 | +22661.5% | 2,425 | -79.9% | 0.16% | -9.9% |
| TIP | Sell | iShares TIPS Bondtips bd etf | $172,423,000 | +6271.9% | 1,335 | -93.7% | 0.16% | -74.8% |
| CWB | Sell | SPDR Bloomberg Barclays Convertible Securitiesbloomberg conv | $157,477,000 | +14321.0% | 1,898 | -85.2% | 0.15% | -43.0% |
| IJR | Sell | iShares Core S&P Small-Capcore s&p scp etf | $152,015,000 | +3852.5% | 1,328 | -96.2% | 0.14% | -84.4% |
| IWB | New | iShares Russell 1000rus 1000 etf | $149,932,000 | – | 567 | +100.0% | 0.14% | – |
| BNDX | New | Vanguard Total International Bond ETFtotal int bd etf | $145,525,000 | – | 2,638 | +100.0% | 0.14% | – |
| XLSR | New | SPDR SSGA US Sector Rotation ETFspdr ssga us sct | $139,027,000 | – | 2,959 | +100.0% | 0.13% | – |
| VLUE | New | iShares MSCI USA Value Factor ETFmsci usa value | $137,640,000 | – | 1,257 | +100.0% | 0.13% | – |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $134,743,000 | +3288.9% | 283 | -96.9% | 0.12% | -86.6% |
| IYJ | New | iShares U.S. Industrials ETFus industrials | $132,695,000 | – | 1,177 | +100.0% | 0.12% | – |
| FNCL | Sell | Fidelity MSCI Financials Index ETFmsci finls idx | $132,978,000 | +31637.0% | 2,378 | -69.5% | 0.12% | +25.5% |
| FDVV | New | Fidelity Core Dividend Etfhigh divid etf | $130,889,000 | – | 3,248 | +100.0% | 0.12% | – |
| SPDW | New | SPDR Portfolio Developed Wld ex-US ETFportfolio devlpd | $128,012,000 | – | 3,509 | +100.0% | 0.12% | – |
| BSV | New | Vanguard Short-Term Bond ETFshort trm bond | $116,289,000 | – | 1,439 | +100.0% | 0.11% | – |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $113,536,000 | +33892.8% | 2,296 | -65.6% | 0.10% | +34.6% |
| ESGE | New | iShares ESG Aware MSCI EM ETFesg awr msci em | $112,596,000 | – | 2,833 | +100.0% | 0.10% | – |
| IXN | New | iShares Global Tech ETFglobal tech etf | $111,135,000 | – | 1,726 | +100.0% | 0.10% | – |
| VONG | Sell | Vanguard Russell 1000 Growth ETFvng rus1000grw | $110,971,000 | +30725.3% | 1,413 | -72.3% | 0.10% | +21.2% |
| BLES | New | Inspire Global Hope Large Cap ETFinspire gbl hope | $108,642,000 | – | 2,865 | +100.0% | 0.10% | – |
| VONV | Sell | Vanguard Russell 1000 Value ETFvng rus1000val | $103,033,000 | +14290.1% | 1,397 | -86.6% | 0.10% | -43.5% |
| AGG | Sell | iShares Core US Aggregate Bondcore us aggbd et | $89,781,000 | +4342.4% | 787 | -95.5% | 0.08% | -82.5% |
| IXG | New | iShares Global Financials ETFglobal finls etf | $86,072,000 | – | 1,075 | +100.0% | 0.08% | – |
| FREL | New | Fidelity MSCI Real Estate Index ETFmsci rl est etf | $80,791,000 | – | 2,327 | +100.0% | 0.08% | – |
| MBB | New | iShares MBS ETFmbs etf | $80,358,000 | – | 748 | +100.0% | 0.07% | – |
| IYE | New | iShares U.S. Energy ETFu.s. energy etf | $79,484,000 | – | 2,641 | +100.0% | 0.07% | – |
| BLV | New | Vanguard Long-Term Bond ETFlong term bond | $79,186,000 | – | 769 | +100.0% | 0.07% | – |
| FIDU | New | Fidelity MSCI Industrials Indexmsci indl indx | $77,686,000 | – | 1,382 | +100.0% | 0.07% | – |
| QQH | New | HCM Defender 100 Index ETFhcm defnd 100 | $72,154,000 | – | 1,280 | +100.0% | 0.07% | – |
| FNDX | New | Schwab Fundamental US Large Company ETFschwab fdt us lg | $72,419,000 | – | 1,235 | +100.0% | 0.07% | – |
| LGH | New | HCM Defender 500 Index ETFhcm defen 500 | $70,307,000 | – | 1,522 | +100.0% | 0.06% | – |
| VXUS | New | Vanguard Total International Stock ETFvg tl intl stk f | $68,734,000 | – | 1,081 | +100.0% | 0.06% | – |
| COMT | New | iShares GSCI Cmd Dyn Roll Stgy ETFgsci cmdty stgy | $67,560,000 | – | 2,188 | +100.0% | 0.06% | – |
| SPEM | Sell | SPDR S&P Emerging Markets ETFportfolio emg mk | $66,956,000 | +17112.3% | 1,614 | -82.3% | 0.06% | -31.9% |
| BND | Sell | Vanguard Total Bond Market ETFtotal bnd mrkt | $64,325,000 | +31587.2% | 759 | -68.1% | 0.06% | +25.0% |
| VB | Sell | Vanguard Small-Cap ETFsmall cp etf | $60,043,000 | +10234.4% | 266 | -90.0% | 0.06% | -58.8% |
| IEFA | Sell | iShares Core MSCI EAFEcore msci eafe | $59,500,000 | +973.6% | 796 | -98.9% | 0.06% | -95.8% |
| BIV | New | Vanguard Intermediate-Term Bond ETFintermed term | $56,915,000 | – | 650 | +100.0% | 0.05% | – |
| IBD | New | Inspire Corporate Bond Impact ETFinspire corp | $50,039,000 | – | 1,944 | +100.0% | 0.05% | – |
| EUSB | New | ISHARES ESG ADVNC TTL USD BND ETFesg adv ttl usd | $49,440,000 | – | 1,000 | +100.0% | 0.05% | – |
| VCIT | New | Vanguard Intermediate-Term Corp Bd ETFint-term corp | $48,977,000 | – | 528 | +100.0% | 0.04% | – |
| IWF | Sell | iShares Russell 1000 Growthrus 1000 grw etf | $46,450,000 | +9997.8% | 152 | -90.9% | 0.04% | -60.2% |
| SPSM | Sell | SPDR Portfolio S&P 600 Sm Cap ETFportfolio s&p600 | $46,858,000 | +11884.1% | 1,049 | -88.6% | 0.04% | -53.3% |
| IWD | Sell | iShares Russell 1000 Valuerus 1000 val etf | $43,662,000 | +3514.4% | 260 | -96.6% | 0.04% | -85.9% |
| VNQ | Sell | Vanguard REIT ETFreal estate etf | $42,692,000 | +3593.1% | 368 | -96.8% | 0.04% | -85.2% |
| DVN | New | Devon Energy Corp | $42,464,000 | – | 964 | +100.0% | 0.04% | – |
| ODFL | New | Old Dominion Freight Line Inc | $41,214,000 | – | 115 | +100.0% | 0.04% | – |
| DHR | New | Danaher Corp | $39,836,000 | – | 121 | +100.0% | 0.04% | – |
| HYG | New | iShares iBoxx $ High Yield Corporate Bond ETFiboxx hi yd etf | $38,545,000 | – | 443 | +100.0% | 0.04% | – |
| SPMD | New | SPDR Portfolio S&P 400 Mid Cap ETFportfolio s&p400 | $36,660,000 | – | 737 | +100.0% | 0.03% | – |
| EZU | New | iShares MSCI Eurozonemsci eurzone etf | $35,238,000 | – | 719 | +100.0% | 0.03% | – |
| TLT | New | Ishares 20 Plus Year Treasury Bond Etf20 yr tr bd etf | $34,023,000 | – | 230 | +100.0% | 0.03% | – |
| FTNT | New | Fortinet Inc | $34,143,000 | – | 95 | +100.0% | 0.03% | – |
| SPEU | New | SPDR Portfolio Europe ETFportflo eurp etf | $35,051,000 | – | 823 | +100.0% | 0.03% | – |
| HYLB | New | Xtrackers USD High Yield Corp Bd ETFxtrack usd high | $34,980,000 | – | 878 | +100.0% | 0.03% | – |
| SIVB | New | SVB Financial Group | $33,234,000 | – | 49 | +100.0% | 0.03% | – |
| ZBRA | New | Zebra Technologies Corpcl a | $31,546,000 | – | 53 | +100.0% | 0.03% | – |
| EMB | New | iShares JPMorgan USD Emerg Markets Bondjpmorgan usd emg | $30,646,000 | – | 281 | +100.0% | 0.03% | – |
| IHF | New | iShares Dow Jones US Healthcare Providerus hlthcr pr etf | $29,609,000 | – | 102 | +100.0% | 0.03% | – |
| CRL | New | Charles River Laboratories International Inc | $27,882,000 | – | 74 | +100.0% | 0.03% | – |
| V | Sell | Visa Inc Class A | $26,872,000 | +11286.4% | 124 | -88.3% | 0.02% | -54.5% |
| VCSH | Sell | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $26,328,000 | +9835.1% | 324 | -89.9% | 0.02% | -61.3% |
| GWX | New | SPDR S&P International Small Cap ETFs&p intl smlcp | $24,919,000 | – | 660 | +100.0% | 0.02% | – |
| EXR | New | Extra Space Storage Inc | $23,580,000 | – | 104 | +100.0% | 0.02% | – |
| AMZN | Sell | Amazon.com Inc | $23,340,000 | +568.4% | 7 | -99.3% | 0.02% | -97.3% |
| JNK | New | SPDR Barclays High Yield Bondbloomberg high y | $23,451,000 | – | 216 | +100.0% | 0.02% | – |
| LPX | New | Louisiana-Pacific Corp | $24,210,000 | – | 309 | +100.0% | 0.02% | – |
| New | Bath & Body Works Inc | $23,170,000 | – | 332 | +100.0% | 0.02% | – | |
| WST | New | West Pharmaceutical Services Inc | $22,512,000 | – | 48 | +100.0% | 0.02% | – |
| SPGI | Sell | S&Pglobal Inc Com | $22,181,000 | +8301.9% | 47 | -92.4% | 0.02% | -66.1% |
| USXF | New | ISHARES ESG ADVANCED MSCI USA ETFesg msci usa etf | $22,678,000 | – | 575 | +100.0% | 0.02% | – |
| TPX | New | Tempur Sealy International Inc | $22,763,000 | – | 484 | +100.0% | 0.02% | – |
| ISRG | New | Intuitive Surgical Inc | $21,558,000 | – | 60 | +100.0% | 0.02% | – |
| TMO | Sell | Thermo Fisher Scientific Inc | $21,360,000 | +375.2% | 32 | -99.6% | 0.02% | -98.1% |
| AJG | New | Arthur J. Gallagher & Co | $21,718,000 | – | 128 | +100.0% | 0.02% | – |
| NKE | Sell | Nike Inc Bcl b | $22,000,000 | +1655.8% | 132 | -98.5% | 0.02% | -93.2% |
| MA | New | Mastercard Inc Acl a | $20,481,000 | – | 57 | +100.0% | 0.02% | – |
| ANSS | New | Ansys Inc | $20,056,000 | – | 50 | +100.0% | 0.02% | – |
| TT | New | Trane Technologies PLC | $21,011,000 | – | 104 | +100.0% | 0.02% | – |
| TECH | New | Bio- Techne Corp | $20,694,000 | – | 40 | +100.0% | 0.02% | – |
| KMI | New | Kinder Morgan Inc P | $20,915,000 | – | 1,319 | +100.0% | 0.02% | – |
| SHY | Sell | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $20,957,000 | +2471.4% | 245 | -97.4% | 0.02% | -90.1% |
| BNDC | New | FlexShares Core Select Bond ETFcre slct bd fd | $20,139,000 | – | 774 | +100.0% | 0.02% | – |
| TLH | New | iShares 10-20 Year Treasury Bond ETF10-20 yr trs etf | $19,149,000 | – | 129 | +100.0% | 0.02% | – |
| ILMN | Sell | Illumina Inc | $19,402,000 | +494.8% | 51 | -99.4% | 0.02% | -97.7% |
| HEIA | New | Heico Corpcl a | $18,507,000 | – | 144 | +100.0% | 0.02% | – |
| VVV | New | Valvoline Inc | $18,123,000 | – | 486 | +100.0% | 0.02% | – |
| TDG | New | TransDigm Group Inc | $18,452,000 | – | 29 | +100.0% | 0.02% | – |
| CLF | Sell | Cleveland-Cliffs Inc | $18,069,000 | +1385.9% | 830 | -98.6% | 0.02% | -94.0% |
| VMC | New | Vulcan Materials Co | $18,890,000 | – | 91 | +100.0% | 0.02% | – |
| BKI | New | Black Knight Inc | $17,075,000 | – | 206 | +100.0% | 0.02% | – |
| CBRE | New | CBRE Group Inccl a | $17,253,000 | – | 159 | +100.0% | 0.02% | – |
| QCOM | Sell | QUALCOMM Inc | $17,738,000 | +1247.9% | 97 | -99.0% | 0.02% | -94.8% |
| ESGD | New | iShares ESG Aware MSCI EAFE ETFesg aw msci eafe | $15,756,000 | – | 198 | +100.0% | 0.02% | – |
| MSCI | New | MSCI Inc | $16,543,000 | – | 27 | +100.0% | 0.02% | – |
| QLC | New | FlexShares US Quality Large Cap ETFus quality cap | $16,653,000 | – | 319 | +100.0% | 0.02% | – |
| TRMB | New | Trimble Inc | $15,781,000 | – | 181 | +100.0% | 0.02% | – |
| GNRC | New | Generac Holdings Inc | $15,133,000 | – | 43 | +100.0% | 0.01% | – |
| GM | New | General Motors Co | $14,658,000 | – | 250 | +100.0% | 0.01% | – |
| WCN | New | Waste Connections Inc | $14,717,000 | – | 108 | +100.0% | 0.01% | – |
| VTWO | Sell | Vanguard Russell 2000 ETFvng rus2000idx | $13,935,000 | +4187.7% | 155 | -95.8% | 0.01% | -82.9% |
| VAW | New | Vanguard Materials ETFmaterials etf | $14,569,000 | – | 74 | +100.0% | 0.01% | – |
| ECL | New | Ecolab Inc | $14,106,000 | – | 60 | +100.0% | 0.01% | – |
| PPA | New | Invesco Aerospace & Defenseaerospace defn | $13,944,000 | – | 193 | +100.0% | 0.01% | – |
| ESML | New | iShares ESG Aware MSCI USA Small-Cap ETFesg aware msci | $14,556,000 | – | 361 | +100.0% | 0.01% | – |
| VRSK | New | Verisk Analytics Inc | $13,038,000 | – | 57 | +100.0% | 0.01% | – |
| AMT | Sell | American Tower Corp | $12,637,000 | +731.9% | 43 | -99.2% | 0.01% | -96.6% |
| DG | New | Dollar General Corp | $11,556,000 | – | 49 | +100.0% | 0.01% | – |
| TLTD | New | FlexShares Mstar DevMks exUS FctTilt ETFm star dev mkt | $12,307,000 | – | 171 | +100.0% | 0.01% | – |
| CABO | New | Cable One Inc | $12,344,000 | – | 7 | +100.0% | 0.01% | – |
| JMIA | New | Jumia Technologies AGsponsored ads | $10,830,000 | – | 950 | +100.0% | 0.01% | – |
| SBAC | New | SBA Communications Corpcl a | $10,504,000 | – | 27 | +100.0% | 0.01% | – |
| QUAL | New | iShares MSCI USA Quality Factor ETFmsci usa qlt fct | $10,480,000 | – | 72 | +100.0% | 0.01% | – |
| FAST | New | Fastenal Co | $10,570,000 | – | 165 | +100.0% | 0.01% | – |
| IGSB | New | Ishares Tr Sh Tr Crport Etf | $10,399,000 | – | 193 | +100.0% | 0.01% | – |
| KMX | New | CarMax Inc | $10,288,000 | – | 79 | +100.0% | 0.01% | – |
| CRWD | New | CrowdStrike Holdings Inccl a | $10,647,000 | – | 52 | +100.0% | 0.01% | – |
| DJP | New | iPath DJ-UBS Commoditydjubs cmdt etn36 | $10,935,000 | – | 381 | +100.0% | 0.01% | – |
| MKL | New | Markel Corp | $11,106,000 | – | 9 | +100.0% | 0.01% | – |
| BL | New | Blackline Inc | $10,354,000 | – | 100 | +100.0% | 0.01% | – |
| TFX | New | Teleflex Inc | $10,840,000 | – | 33 | +100.0% | 0.01% | – |
| IVW | Sell | iShares S&P 500 Growths&p 500 grwt etf | $9,538,000 | +2640.8% | 114 | -97.6% | 0.01% | -89.0% |
| TREX | New | Trex Co Inc | $9,452,000 | – | 70 | +100.0% | 0.01% | – |
| MNDY | New | Monday Com Ltd | $9,262,000 | – | 30 | +100.0% | 0.01% | – |
| ZS | New | Zscaler Inc | $9,640,000 | – | 30 | +100.0% | 0.01% | – |
| DMXF | New | iShares ESG Advanced MSCI EAFE ETFesg eafe etf | $10,181,000 | – | 148 | +100.0% | 0.01% | – |
| CSGP | New | CoStar Group Inc | $9,800,000 | – | 124 | +100.0% | 0.01% | – |
| PDBC | New | Invesco Optm Yd Dvrs Cdty Stra No K1 ETFoptimum yield | $9,194,000 | – | 654 | +100.0% | 0.01% | – |
| KEYS | New | Keysight Technologies Inc | $8,260,000 | – | 40 | +100.0% | 0.01% | – |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $8,201,000 | +181.6% | 137 | -99.7% | 0.01% | -98.8% |
| SPLB | New | SPDR Portfolio Long Term Corp Bd ETFportfolio ln cor | $8,147,000 | – | 259 | +100.0% | 0.01% | – |
| IWP | New | iShares Russell Mid-Cap Growth ETFrus md cp gr etf | $8,297,000 | – | 72 | +100.0% | 0.01% | – |
| ASML | New | ASML Holding NV | $8,758,000 | – | 11 | +100.0% | 0.01% | – |
| KLAC | New | KLA Corp | $9,032,000 | – | 21 | +100.0% | 0.01% | – |
| IDXX | Sell | IDEXX Laboratories Inc | $7,902,000 | +1880.5% | 12 | -98.1% | 0.01% | -92.6% |
| MCO | New | Moody's Corporation | $7,421,000 | – | 19 | +100.0% | 0.01% | – |
| TGT | Sell | Target Corp | $7,406,000 | +1134.3% | 32 | -98.8% | 0.01% | -95.0% |
| ABBV | Sell | AbbVie Inc | $7,582,000 | +321.5% | 56 | -99.7% | 0.01% | -98.3% |
| CVX | Sell | Chevron Corp | $7,041,000 | +57.2% | 60 | -99.9% | 0.01% | -99.3% |
| SPLV | New | Invesco S&P 500 Low Volatility ETFs&p500 low vol | $7,892,000 | – | 115 | +100.0% | 0.01% | – |
| IWM | Sell | iShares Russell 2000russell 2000 etf | $7,563,000 | +971.2% | 34 | -98.9% | 0.01% | -95.8% |
| ALB | Sell | Albemarle Corp | $7,025,000 | +1997.0% | 30 | -98.0% | 0.01% | -91.1% |
| GLD | New | SPDR Gold Shares | $7,522,000 | – | 44 | +100.0% | 0.01% | – |
| GWRE | New | Guidewire Software Inc | $7,493,000 | – | 66 | +100.0% | 0.01% | – |
| UPST | New | Upstart Hldgs Inc Com | $7,565,000 | – | 50 | +100.0% | 0.01% | – |
| IQLT | New | iShares MSCI Intl Quality Factor ETFmsci intl qualty | $7,403,000 | – | 188 | +100.0% | 0.01% | – |
| DECK | New | Deckers Outdoor Corp | $7,693,000 | – | 21 | +100.0% | 0.01% | – |
| DDOG | New | Datadog, Inc | $7,124,000 | – | 40 | +100.0% | 0.01% | – |
| MSFT | Sell | Microsoft Corp | $7,735,000 | -55.8% | 23 | -100.0% | 0.01% | -99.8% |
| IGBH | New | iShares Interest Rate Hdg L/T Corp BdETFint rt hd long | $7,970,000 | – | 321 | +100.0% | 0.01% | – |
| VOT | New | Vanguard Mid-Cap Growth ETFmcap gr idxvip | $6,111,000 | – | 24 | +100.0% | 0.01% | – |
| MUB | Sell | iShares National Muni Bond ETFnational mun etf | $6,744,000 | +2061.5% | 58 | -97.8% | 0.01% | -91.8% |
| XOM | Sell | Exxon Mobil Corp | $6,303,000 | +149.6% | 103 | -99.8% | 0.01% | -99.0% |
| HYGV | New | FlexShares HY Val-Scrd Bdhig yld vl etf | $7,006,000 | – | 143 | +100.0% | 0.01% | – |
| VIG | Sell | Vanguard Dividend Appreciation ETFdiv app etf | $6,183,000 | +6.1% | 36 | -99.9% | 0.01% | -99.6% |
| LSI | New | Life Storage Inc Com | $6,587,000 | – | 43 | +100.0% | 0.01% | – |
| CARR | Sell | Carrier Global Corp-Wi | $5,983,000 | +1226.6% | 110 | -98.7% | 0.01% | -94.3% |
| BIL | New | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFbloomberg 1-3 mo | $6,492,000 | – | 71 | +100.0% | 0.01% | – |
| EL | New | The Estee Lauder Companies Inc Class Acl a | $6,293,000 | – | 17 | +100.0% | 0.01% | – |
| BTI | New | British American Tobacco PLCsponsored adr | $6,792,000 | – | 178 | +100.0% | 0.01% | – |
| MGK | New | Vanguard Mega Cap Growth ETFmega grwth ind | $6,258,000 | – | 24 | +100.0% | 0.01% | – |
| BDC | New | Belden Inc | $6,311,000 | – | 96 | +100.0% | 0.01% | – |
| IEF | New | iShares 7-10 Year Treasury Bond ETFbarclays 7 10 yr | $6,325,000 | – | 55 | +100.0% | 0.01% | – |
| GILD | Sell | Gilead Sciences Inc | $5,591,000 | +83.7% | 77 | -99.8% | 0.01% | -99.3% |
| BIO | New | Bio-Rad Laboratories Inccl a | $5,289,000 | – | 7 | +100.0% | 0.01% | – |
| HYS | New | PIMCO 0-5 Year High Yield Corp Bd ETF0-5 high yield | $5,763,000 | – | 58 | +100.0% | 0.01% | – |
| TILT | New | FlexShares Mstar US Mkt Factors Tilt ETFmornstar usmkt | $5,473,000 | – | 30 | +100.0% | 0.01% | – |
| SLM | New | SLM Corp | $5,036,000 | – | 256 | +100.0% | 0.01% | – |
| BCE | New | Bce Inc Com New | $5,377,000 | – | 102 | +100.0% | 0.01% | – |
| OLN | New | Olin Corp | $5,522,000 | – | 96 | +100.0% | 0.01% | – |
| NFG | New | National Fuel Gas Co | $5,796,000 | – | 90 | +100.0% | 0.01% | – |
| WSC | New | Willscot Mobile Mini Holdin Cl A Ord | $5,268,000 | – | 129 | +100.0% | 0.01% | – |
| ENB | New | Enbridge Inc Com | $5,002,000 | – | 128 | +100.0% | 0.01% | – |
| UL | New | Unilever PLC ADRspon adr new | $5,002,000 | – | 93 | +100.0% | 0.01% | – |
| AMG | New | Affiliated Managers Group Inc | $5,100,000 | – | 31 | +100.0% | 0.01% | – |
| TWLO | New | Twilio Inccl a | $5,530,000 | – | 21 | +100.0% | 0.01% | – |
| CCI | Sell | Crown Castle International Corp | $5,010,000 | +111.4% | 24 | -99.8% | 0.01% | -99.1% |
| HYEM | New | VanEck EM High Yield Bond ETFemerging mrkt hi | $5,132,000 | – | 229 | +100.0% | 0.01% | – |
| MRK | Sell | Merck & Co Inc | $5,258,000 | +167.6% | 68 | -99.7% | 0.01% | -98.9% |
| VEEV | New | Veeva Systems Inc | $5,365,000 | – | 21 | +100.0% | 0.01% | – |
| IPAC | New | iShares Core MSCI Pacific ETFcore msci pac | $5,382,000 | – | 84 | +100.0% | 0.01% | – |
| SUSB | New | iShares ESG 1-5 Year USD Corp Bd ETFesg awre 1 5 yr | $5,438,000 | – | 212 | +100.0% | 0.01% | – |
| SPTS | New | SPDR Portfolio Short Term Treasury ETFportfolio sh tsr | $4,869,000 | – | 160 | +100.0% | 0.01% | – |
| SO | New | Southern Co | $5,144,000 | – | 75 | +100.0% | 0.01% | – |
| NET | New | Cloudflare Inc Com Cl A | $3,945,000 | – | 30 | +100.0% | 0.00% | – |
| BCYC | New | Bicycle Therapeutics PLCsponsored ads | $4,261,000 | – | 70 | +100.0% | 0.00% | – |
| TTM | New | Tata Motors Ltdsponsored adr | $3,947,000 | – | 123 | +100.0% | 0.00% | – |
| HBAN | Sell | Huntington Bancshares Inc | $3,940,000 | +325.9% | 253 | -99.6% | 0.00% | -98.2% |
| VOD | Sell | Vodafone Group PLC ADRsponsored adr | $3,892,000 | +295.9% | 252 | -99.6% | 0.00% | -98.3% |
| TLTE | New | FlexShares Mstar EmgMkts FctTilt ETFmstar emkt fac | $4,017,000 | – | 68 | +100.0% | 0.00% | – |
| DUK | Sell | Duke Energy Corp | $4,511,000 | +1174.3% | 43 | -98.8% | 0.00% | -95.2% |
| IWN | Sell | iShares Russell 2000 Valuerus 2000 val etf | $4,151,000 | +1336.3% | 25 | -98.6% | 0.00% | -94.1% |
| DAC | New | Danaos Corp | $4,330,000 | – | 58 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MidCap 400 ETFutser1 s&pdcrp | $4,673,000 | – | 9 | +100.0% | 0.00% | – |
| FISR | New | SPDR SSGA Fixed Inc Sect Rotation ETFspdr ssga fxd | $4,073,000 | – | 131 | +100.0% | 0.00% | – |
| VZ | Sell | Verizon Communications Inc | $4,676,000 | +179.7% | 90 | -99.7% | 0.00% | -99.0% |
| SPTL | New | SPDR Portfolio Long Term Treasury ETFportfolio ln tsr | $4,106,000 | – | 97 | +100.0% | 0.00% | – |
| IVE | New | iShares S&P 500 Values&p 500 val etf | $4,386,000 | – | 28 | +100.0% | 0.00% | – |
| GUNR | New | FlexShares Mstar Glbl Upstrm Nat Res ETFmornstar upstr | $4,502,000 | – | 114 | +100.0% | 0.00% | – |
| NGG | New | National Grid PLC ADRsponsored adr ne | $4,409,000 | – | 60 | +100.0% | 0.00% | – |
| RWX | New | SPDR Dow Jones International RelEst ETFdj intl rl etf | $4,488,000 | – | 126 | +100.0% | 0.00% | – |
| COG | New | Coterra Energy Inc | $4,541,000 | – | 239 | +100.0% | 0.00% | – |
| TEAM | New | Atlassian Corporation PLCcl a | $4,575,000 | – | 12 | +100.0% | 0.00% | – |
| LQDH | New | iShares Interest Rate Hedged Corp Bd ETFint rt hdg c b | $4,690,000 | – | 49 | +100.0% | 0.00% | – |
| OKTA | New | Okta Inccl a | $4,708,000 | – | 21 | +100.0% | 0.00% | – |
| IBN | New | ICICI Bank Ltdadr | $2,731,000 | – | 138 | +100.0% | 0.00% | – |
| AEP | Sell | American Electric Power Co Inc | $3,559,000 | +880.4% | 40 | -99.1% | 0.00% | -96.5% |
| USB | Sell | US Bancorp | $2,888,000 | +35.3% | 51 | -99.9% | 0.00% | -99.4% |
| INTU | New | Intuit Inc | $3,216,000 | – | 5 | +100.0% | 0.00% | – |
| WMB | New | Williams Companies Inc | $3,203,000 | – | 123 | +100.0% | 0.00% | – |
| AMGN | Sell | Amgen Inc | $3,150,000 | -28.1% | 14 | -99.9% | 0.00% | -99.7% |
| GOOGL | Sell | Alphabet Inc Acap stk cl a | $2,897,000 | +43.9% | 1 | -99.9% | 0.00% | -99.4% |
| IWS | New | iShares Russell Mid-Cap Value ETFrus mdcp val etf | $3,427,000 | – | 28 | +100.0% | 0.00% | – |
| FB | Sell | Meta Platforms Inc Class Acl a | $3,027,000 | +137.2% | 9 | -99.8% | 0.00% | -99.0% |
| IWO | New | iShares Russell 2000 Growthrus 2000 grw etf | $2,931,000 | – | 10 | +100.0% | 0.00% | – |
| ERJ | New | Embraer SA ADRsponsored ads | $3,479,000 | – | 196 | +100.0% | 0.00% | – |
| WK | New | Workiva Inc | $2,871,000 | – | 22 | +100.0% | 0.00% | – |
| D | New | Dominion Resources Inc | $3,771,000 | – | 48 | +100.0% | 0.00% | – |
| SCZ | New | iShares MSCI EAFE Small-Capeafe sml cp etf | $3,072,000 | – | 42 | +100.0% | 0.00% | – |
| VGK | New | Vanguard FTSE Europe ETFftse europe etf | $3,071,000 | – | 45 | +100.0% | 0.00% | – |
| DAL | New | Delta Air Lines | $2,736,000 | – | 70 | +100.0% | 0.00% | – |
| TX | New | Ternium SAsponsored ads | $3,046,000 | – | 70 | +100.0% | 0.00% | – |
| AAPL | Sell | Apple Inc | $3,374,000 | -79.6% | 19 | -100.0% | 0.00% | -99.9% |
| AMD | Sell | Advanced Micro Devices | $2,878,000 | +439.0% | 20 | -99.6% | 0.00% | -97.6% |
| CM | New | Canadian Imperial Bank of Commerce | $2,828,000 | – | 24 | +100.0% | 0.00% | – |
| IEUR | New | iShares Core MSCI Europe ETFcore msci euro | $3,436,000 | – | 59 | +100.0% | 0.00% | – |
| BRKS | New | Azenta Inc | $2,784,000 | – | 27 | +100.0% | 0.00% | – |
| NXPI | New | NXP Semiconductors NV | $2,968,000 | – | 13 | +100.0% | 0.00% | – |
| AER | New | AerCap Holdings NV | $2,944,000 | – | 45 | +100.0% | 0.00% | – |
| SITM | New | SiTime Corp | $3,218,000 | – | 11 | +100.0% | 0.00% | – |
| JIG | New | JPMorgan International Growth ETFinternl gwt | $2,900,000 | – | 38 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SE ADRsponsored ads | $2,836,000 | – | 11 | +100.0% | 0.00% | – |
| KMB | Sell | Kimberly-Clark Corp | $2,737,000 | +755.3% | 19 | -99.2% | 0.00% | -96.0% |
| PFE | Sell | Pfizer Inc | $3,130,000 | -39.7% | 53 | -100.0% | 0.00% | -99.8% |
| OXY | New | Occidental Petroleum Corp | $2,899,000 | – | 100 | +100.0% | 0.00% | – |
| MASI | New | Masimo Corp | $3,221,000 | – | 11 | +100.0% | 0.00% | – |
| New | SK Telecom Co Ltdsponsored adr | $1,976,000 | – | 43 | +100.0% | 0.00% | – | |
| AMN | New | AMN Healthcare Services Inc | $2,080,000 | – | 17 | +100.0% | 0.00% | – |
| T | Sell | AT&T Inc | $2,140,000 | +26.9% | 87 | -99.9% | 0.00% | -99.5% |
| AMX | New | America Movil SAB de CV | $2,217,000 | – | 105 | +100.0% | 0.00% | – |
| MT | New | ArcelorMittalny registry sh | $2,451,000 | – | 77 | +100.0% | 0.00% | – |
| BBVA | New | Banco Bilbao Vizcaya Argentaria SA ADRsponsored adr | $2,301,000 | – | 392 | +100.0% | 0.00% | – |
| BOX | New | Box Inccl a | $1,938,000 | – | 74 | +100.0% | 0.00% | – |
| BMY | Sell | Bristol-Myers Squibb Company | $2,494,000 | +284.3% | 40 | -99.6% | 0.00% | -98.7% |
| CRH | New | CRH PLCadr | $2,376,000 | – | 45 | +100.0% | 0.00% | – |
| CCL | New | Carnival Corp | $2,012,000 | – | 100 | +100.0% | 0.00% | – |
| CTLT | New | Catalent Inc | $1,664,000 | – | 13 | +100.0% | 0.00% | – |
| CAG | New | Conagra Brands Inc | $1,639,000 | – | 48 | +100.0% | 0.00% | – |
| COUP | New | Coupa Software Inc Com | $2,529,000 | – | 16 | +100.0% | 0.00% | – |
| DEO | Sell | Diageo PLCspon adr new | $2,642,000 | +333.1% | 12 | -99.6% | 0.00% | -98.6% |
| DLR | New | Digital Realty Trust Inc | $1,780,000 | – | 10 | +100.0% | 0.00% | – |
| E | New | Eni SpA ADRsponsored adr | $2,323,000 | – | 84 | +100.0% | 0.00% | – |
| EVRI | New | Everi Hldgs Inc | $1,687,000 | – | 79 | +100.0% | 0.00% | – |
| EXLS | New | ExlService Holdings Inc | $1,882,000 | – | 13 | +100.0% | 0.00% | – |
| FCN | New | FTI Consulting Inc | $2,455,000 | – | 16 | +100.0% | 0.00% | – |
| GIS | New | General Mills Inc | $2,628,000 | – | 39 | +100.0% | 0.00% | – |
| GMAB | New | Genmab A/Ssponsored ads | $2,294,000 | – | 58 | +100.0% | 0.00% | – |
| BOTZ | New | Global X Robotics & Artfcl Intllgnc ETFrbtcs artfl inte | $2,552,000 | – | 71 | +100.0% | 0.00% | – |
| BAR | New | GraniteShares Gold Trust | $1,815,000 | – | 100 | +100.0% | 0.00% | – |
| GGAL | New | Grupo Financiero Galicia SAsponsored adr | $2,069,000 | – | 218 | +100.0% | 0.00% | – |
| HLI | New | Houlihan Lokey Inccl a | $1,967,000 | – | 19 | +100.0% | 0.00% | – |
| ING | New | ING Groep NVsponsored adr | $2,227,000 | – | 160 | +100.0% | 0.00% | – |
| EWL | New | iShares MSCI Switzerland ETFmsci switzerland | $2,531,000 | – | 48 | +100.0% | 0.00% | – |
| IYT | New | iShares Transportation Averageus trsprtion | $1,935,000 | – | 7 | +100.0% | 0.00% | – |
| IJT | Sell | iShares S&P Small-Cap 600 Growth ETFs&p sml 600 gwt | $1,804,000 | +487.6% | 13 | -99.4% | 0.00% | -97.2% |
| SUB | New | iShares Short-Term National Muni Bondshrt nat mun etf | $2,255,000 | – | 21 | +100.0% | 0.00% | – |
| SHV | New | iShares Short Treasury Bondshort treas bd | $1,877,000 | – | 17 | +100.0% | 0.00% | – |
| KXI | New | iShares Global Consumer Staplesglb cnsm stp etf | $1,814,000 | – | 28 | +100.0% | 0.00% | – |
| IGLB | New | iShares 10 Year Invmt Grd Corp Bd ETF10+ yr invst grd | $2,156,000 | – | 31 | +100.0% | 0.00% | – |
| EMXC | New | iShares MSCI Emerging Mkts ex China ETFmsci emrg chn | $2,124,000 | – | 35 | +100.0% | 0.00% | – |
| USHY | New | iShares Broad USD High Yield Corp Bd ETFbroad usd high | $2,348,000 | – | 57 | +100.0% | 0.00% | – |
| BBJP | New | JPMorgan BetaBuilders Japan ETFbetabuldrs japan | $2,313,000 | – | 42 | +100.0% | 0.00% | – |
| KBH | New | KB Home | $1,655,000 | – | 37 | +100.0% | 0.00% | – |
| KNSL | New | Kinsale Cap Group Inc Com | $1,903,000 | – | 8 | +100.0% | 0.00% | – |
| KWEB | New | KraneShares CSI China Internet ETFcsi chi internet | $1,715,000 | – | 47 | +100.0% | 0.00% | – |
| KEMX | New | KraneShares MSCI Em Mkts ex CHN ETFmsci emg ex ch | $2,429,000 | – | 78 | +100.0% | 0.00% | – |
| MEDP | New | Medpace Hldgs Inccom | $1,741,000 | – | 8 | +100.0% | 0.00% | – |
| MTH | New | Meritage Homes Corp | $1,831,000 | – | 15 | +100.0% | 0.00% | – |
| NVEE | New | NV5 Global Inc | $2,072,000 | – | 15 | +100.0% | 0.00% | – |
| NFLX | Sell | Netflix Inc | $1,807,000 | +90.6% | 3 | -99.8% | 0.00% | -99.1% |
| NVO | New | Novo Nordisk A/Sadr | $2,688,000 | – | 24 | +100.0% | 0.00% | – |
| OAS | New | OASIS PETROLEUM ORD | $1,890,000 | – | 15 | +100.0% | 0.00% | – |
| OMCL | New | Omnicell Inc | $1,804,000 | – | 10 | +100.0% | 0.00% | – |
| ONTO | New | Onto Innovation Inc | $1,923,000 | – | 19 | +100.0% | 0.00% | – |
| PPL | New | PPL Corp | $2,316,000 | – | 76 | +100.0% | 0.00% | – |
| TLK | New | PT Telkom Indonesia (Persero) Tbksponsored adr | $2,145,000 | – | 74 | +100.0% | 0.00% | – |
| QLYS | New | Qualys Inc | $1,647,000 | – | 12 | +100.0% | 0.00% | – |
| O | New | Realty Income Corp | $2,371,000 | – | 33 | +100.0% | 0.00% | – |
| RELX | New | Relx Plc American Depositary Sharessponsored adr | $2,054,000 | – | 63 | +100.0% | 0.00% | – |
| RUTH | New | Ruth's Chris Steak House Inc | $2,388,000 | – | 120 | +100.0% | 0.00% | – |
| GXC | New | SPDR S&P China ETFs&p china etf | $1,859,000 | – | 18 | +100.0% | 0.00% | – |
| CWI | New | SPDR MSCI ACWI ex-US ETFmsci acwi exus | $2,550,000 | – | 87 | +100.0% | 0.00% | – |
| FITE | New | SPDR S&P Kensho Future Security ETFs&p kensho futre | $2,623,000 | – | 50 | +100.0% | 0.00% | – |
| SIMS | New | SPDR S&P Kensho Intelligent Strctr ETFs&p kensho intlg | $2,500,000 | – | 55 | +100.0% | 0.00% | – |
| SSL | New | Sasol Ltdsponsored adr | $2,460,000 | – | 150 | +100.0% | 0.00% | – |
| SCHP | New | Schwab US TIPS ETFus tips etf | $1,635,000 | – | 26 | +100.0% | 0.00% | – |
| SPT | New | Sprout Social Inc | $2,177,000 | – | 24 | +100.0% | 0.00% | – |
| TRP | New | TC Energy Corpcom | $2,456,000 | – | 52 | +100.0% | 0.00% | – |
| TS | New | Tenaris SA ADRsponsored ads | $1,982,000 | – | 95 | +100.0% | 0.00% | – |
| MMM | Sell | 3M Co | $1,954,000 | -2.7% | 11 | -99.9% | 0.00% | -99.6% |
| BLD | New | TopBuild Corp | $1,931,000 | – | 7 | +100.0% | 0.00% | – |
| TFC | New | Truist Finl Corp Com | $2,693,000 | – | 46 | +100.0% | 0.00% | – |
| UFPI | New | UFP Industries Inc | $1,656,000 | – | 18 | +100.0% | 0.00% | – |
| VXF | Sell | Vanguard Extended Market ETFextend mkt etf | $2,194,000 | +224.6% | 12 | -99.7% | 0.00% | -98.7% |
| ZTS | Sell | Zoetis Inccl a | $1,708,000 | +245.7% | 7 | -99.7% | 0.00% | -98.3% |
| ZI | New | Zoominfo Technologies In A | $1,926,000 | – | 30 | +100.0% | 0.00% | – |
| MIME | New | Mimecast Ltd | $2,069,000 | – | 26 | +100.0% | 0.00% | – |
| ICLR | New | Icon PLC | $2,478,000 | – | 8 | +100.0% | 0.00% | – |
| ALC | New | Alcon Inc | $2,265,000 | – | 26 | +100.0% | 0.00% | – |
| UBS | New | UBS Group AG | $2,055,000 | – | 115 | +100.0% | 0.00% | – |
| GLBE | New | Global-E Online Ltd Com Npv | $1,902,000 | – | 30 | +100.0% | 0.00% | – |
| CRI | New | Carter's Inc | $709,000 | – | 7 | +100.0% | 0.00% | – |
| VGIT | New | Vanguard Intmdt-Term Trs ETFinter term treas | $1,529,000 | – | 23 | +100.0% | 0.00% | – |
| KBR | New | KBR Inc | $620,000 | – | 13 | +100.0% | 0.00% | – |
| CARG | New | CarGurus Inc | $1,413,000 | – | 42 | +100.0% | 0.00% | – |
| NOW | New | ServiceNow Inc | $1,298,000 | – | 2 | +100.0% | 0.00% | – |
| SHW | Sell | Sherwin-Williams Co | $1,056,000 | -72.7% | 3 | -100.0% | 0.00% | -99.9% |
| EPAY | New | Bottomline Technologies Inc | $734,000 | – | 13 | +100.0% | 0.00% | – |
| SHOP | New | Shopify Inccl a | $1,377,000 | – | 1 | +100.0% | 0.00% | – |
| SBNY | New | Signature Bank | $647,000 | – | 2 | +100.0% | 0.00% | – |
| B | New | Barnes Group Inc | $559,000 | – | 12 | +100.0% | 0.00% | – |
| PRFT | New | Perficient Inc | $1,422,000 | – | 11 | +100.0% | 0.00% | – |
| BKU | New | BankUnited Inc | $804,000 | – | 19 | +100.0% | 0.00% | – |
| BLL | New | Ball Corp | $866,000 | – | 9 | +100.0% | 0.00% | – |
| SMPL | New | The Simply Good Foods Co | $1,455,000 | – | 35 | +100.0% | 0.00% | – |
| BBCA | New | JPMorgan BetaBuilders Canada ETFbetabuilders cda | $1,478,000 | – | 22 | +100.0% | 0.00% | – |
| SNAP | New | Snap Inc Cl Acl a | $1,317,000 | – | 28 | +100.0% | 0.00% | – |
| APAM | New | Artisan Partners Asset Management Inccl a | $1,143,000 | – | 24 | +100.0% | 0.00% | – |
| ATR | New | AptarGroup Inc | $612,000 | – | 5 | +100.0% | 0.00% | – |
| ADI | Sell | Analog Devices Inc | $703,000 | -32.3% | 4 | -99.9% | 0.00% | -99.6% |
| PXD | New | Pioneer Natural Resources Co | $548,000 | – | 3 | +100.0% | 0.00% | – |
| New | AMPLITUDE INC COM CL A | $794,000 | – | 15 | +100.0% | 0.00% | – | |
| MPWR | New | Monolithic Power Systems Inc | $1,482,000 | – | 3 | +100.0% | 0.00% | – |
| WBA | New | Walgreen Boots Alliance Inc Com | $1,565,000 | – | 30 | +100.0% | 0.00% | – |
| AMPH | New | Amphastar Pharmaceuticals Inc Del Com | $1,537,000 | – | 66 | +100.0% | 0.00% | – |
| AMED | New | Amedisys Inc | $1,295,000 | – | 8 | +100.0% | 0.00% | – |
| MMSI | New | Merit Medical Systems Inc | $810,000 | – | 13 | +100.0% | 0.00% | – |
| ALE | New | ALLETE Inc | $664,000 | – | 10 | +100.0% | 0.00% | – |
| ALGN | New | Align Technology Inc | $657,000 | – | 1 | +100.0% | 0.00% | – |
| FLWS | New | 1-800-Flowers.com Inccl a | $1,169,000 | – | 50 | +100.0% | 0.00% | – |
| AIN | New | Albany International Corpcl a | $621,000 | – | 7 | +100.0% | 0.00% | – |
| GLDM | New | SPDR Gold MiniSharesspdr gld minis | $1,618,000 | – | 89 | +100.0% | 0.00% | – |
| STRL | New | Sterling Construction Co Inc | $1,499,000 | – | 57 | +100.0% | 0.00% | – |
| EBND | New | SPDR Blmbg Barclays Em Mkts Lcl Bd ETFbloomberg emergi | $1,297,000 | – | 53 | +100.0% | 0.00% | – |
| ITRI | New | Itron Inc | $617,000 | – | 9 | +100.0% | 0.00% | – |
| PEG | New | Public Service Enterprise Group Inc | $1,602,000 | – | 24 | +100.0% | 0.00% | – |
| ROP | New | Roper Technologies Inc | $984,000 | – | 2 | +100.0% | 0.00% | – |
| AEIS | New | Advanced Energy Industries Inc | $637,000 | – | 7 | +100.0% | 0.00% | – |
| ADBE | Sell | Adobe Systems Inc | $1,134,000 | -79.7% | 2 | -100.0% | 0.00% | -99.9% |
| DSX | New | Diana Shipping Inc | $1,046,000 | – | 269 | +100.0% | 0.00% | – |
| EFAV | New | iShares MSCI EAFE Min Vol Factor ETFmsci eafe min vl | $921,000 | – | 12 | +100.0% | 0.00% | – |
| ROG | New | Rogers Corp | $819,000 | – | 3 | +100.0% | 0.00% | – |
| LIN | Sell | Linde plc | $693,000 | -42.6% | 2 | -100.0% | 0.00% | -99.6% |
| ADUS | New | Addus HomeCare Corp | $1,216,000 | – | 13 | +100.0% | 0.00% | – |
| TROX | New | Tronox Holdings PLC | $649,000 | – | 27 | +100.0% | 0.00% | – |
| RF | New | Regions Financial Corp | $1,560,000 | – | 71 | +100.0% | 0.00% | – |
| LPRO | New | OPEN LENDING CL A ORD | $1,034,000 | – | 46 | +100.0% | 0.00% | – |
| MELI | New | MercadoLibre Inc | $1,348,000 | – | 1 | +100.0% | 0.00% | – |
| ACIW | New | ACI Worldwide Inc | $625,000 | – | 18 | +100.0% | 0.00% | – |
| WIX | New | Wix.com Ltd | $631,000 | – | 4 | +100.0% | 0.00% | – |
| ACHC | New | Acadia Healthcare Co Inc | $789,000 | – | 13 | +100.0% | 0.00% | – |
| BCI | New | Aberdeen Standard Blmb AllCmdStrK1Fr ETF | $805,000 | – | 35 | +100.0% | 0.00% | – |
| MCHI | New | iShares MSCI China ETFmsci china etf | $753,000 | – | 12 | +100.0% | 0.00% | – |
| ASGN | New | ASGN Inc | $987,000 | – | 8 | +100.0% | 0.00% | – |
| NSSC | New | NAPCO Security Technologies Inc | $1,599,000 | – | 32 | +100.0% | 0.00% | – |
| OPRX | New | OptimizeRx Corp | $1,491,000 | – | 24 | +100.0% | 0.00% | – |
| MXI | New | iShares Global Materialsglobal mater etf | $905,000 | – | 10 | +100.0% | 0.00% | – |
| TSLA | Sell | Tesla Motors Inc | $1,057,000 | +280.2% | 1 | -99.7% | 0.00% | -98.5% |
| BWX | New | SPDR Blmbg Barclays Intl Trs Bd ETFbloomberg intl t | $735,000 | – | 26 | +100.0% | 0.00% | – |
| TXRH | New | Texas Roadhouse Inc | $1,161,000 | – | 13 | +100.0% | 0.00% | – |
| IXJ | New | iShares Global Healthcareglob hlthcre etf | $1,174,000 | – | 13 | +100.0% | 0.00% | – |
| NBHC | New | National Bank Holdings Corpcl a | $615,000 | – | 14 | +100.0% | 0.00% | – |
| TLRY | New | Tilray Inc | $703,000 | – | 100 | +100.0% | 0.00% | – |
| SPIP | New | SPDR Portfolio TIPS ETFportfli tips etf | $1,103,000 | – | 35 | +100.0% | 0.00% | – |
| TTE | New | TotalEnergies SEsponsored ads | $1,607,000 | – | 32 | +100.0% | 0.00% | – |
| New | INSTRUCTURE HOLDINGS INC | $1,439,000 | – | 60 | +100.0% | 0.00% | – | |
| TRU | New | TransUnion | $830,000 | – | 7 | +100.0% | 0.00% | – |
| MGRC | New | McGrath RentCorp | $1,284,000 | – | 16 | +100.0% | 0.00% | – |
| MMS | New | Maximus Inc | $1,354,000 | – | 17 | +100.0% | 0.00% | – |
| NMIH | New | NMI Holdings Inccl a | $1,049,000 | – | 48 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP ORD | $1,190,000 | – | 9 | +100.0% | 0.00% | – |
| TTEC | New | TTEC Holdings Inc | $1,177,000 | – | 13 | +100.0% | 0.00% | – |
| MBUU | New | Malibu Boats Inc | $1,168,000 | – | 17 | +100.0% | 0.00% | – |
| IIVI | New | II-VI Inc | $1,025,000 | – | 15 | +100.0% | 0.00% | – |
| PEP | Sell | PepsiCo Inc | $1,589,000 | -61.0% | 9 | -100.0% | 0.00% | -99.9% |
| NDAQ | New | Nasdaq Inc | $630,000 | – | 3 | +100.0% | 0.00% | – |
| MGNI | New | Magnite Inc | $823,000 | – | 47 | +100.0% | 0.00% | – |
| MTSI | New | MACOM Technology Solutions Holdings Inc | $940,000 | – | 12 | +100.0% | 0.00% | – |
| LMT | Sell | Lockheed Martin Corp | $1,422,000 | -11.7% | 4 | -99.9% | 0.00% | -99.7% |
| HSC | New | Harsco Corp | $602,000 | – | 36 | +100.0% | 0.00% | – |
| UPLD | New | Upland Software Inc | $592,000 | – | 33 | +100.0% | 0.00% | – |
| GMED | New | Globus Medical Inccl a | $1,444,000 | – | 20 | +100.0% | 0.00% | – |
| IT | Sell | Gartner Inc | $669,000 | -57.7% | 2 | -100.0% | 0.00% | -99.7% |
| FOXF | New | Fox Factory Holding Corp | $1,531,000 | – | 9 | +100.0% | 0.00% | – |
| FTV | New | Fortive Corp Com | $687,000 | – | 9 | +100.0% | 0.00% | – |
| OIH | New | VanEck Oil Services ETFoil services etf | $1,294,000 | – | 7 | +100.0% | 0.00% | – |
| New | Olaplex Holdings Inc | $787,000 | – | 27 | +100.0% | 0.00% | – | |
| NFRA | New | FlexShares STOXX Global Broad Infras ETFstoxx globr inf | $1,435,000 | – | 25 | +100.0% | 0.00% | – |
| GQRE | New | FlexShares Glbl Quality Real Estate ETFglb qlt r/e idx | $1,557,000 | – | 21 | +100.0% | 0.00% | – |
| FFWM | New | First Foundation Inc | $1,492,000 | – | 60 | +100.0% | 0.00% | – |
| EXPI | New | eXp World Holdings Inc | $1,213,000 | – | 36 | +100.0% | 0.00% | – |
| SE | New | Sea Ltdsponsord ads | $1,566,000 | – | 7 | +100.0% | 0.00% | – |
| LAD | New | Lithia Motors Inc | $1,188,000 | – | 4 | +100.0% | 0.00% | – |
| ETSY | New | Etsy Inc com | $876,000 | – | 4 | +100.0% | 0.00% | – |
| EQNR | New | Equinor Asa Sponsored Adrsponsored adr | $1,448,000 | – | 55 | +100.0% | 0.00% | – |
| LLY | New | Eli Lilly and Co | $552,000 | – | 2 | +100.0% | 0.00% | – |
| DY | New | Dycom Industries Inc | $844,000 | – | 9 | +100.0% | 0.00% | – |
| VNQI | New | Vanguard Global ex-US Real Estate ETFglb ex us etf | $1,187,000 | – | 22 | +100.0% | 0.00% | – |
| VSS | New | Vanguard FTSE All-World ex-US Sm-Cp ETFftse smcap etf | $1,206,000 | – | 9 | +100.0% | 0.00% | – |
| DPZ | New | Domino's Pizza Inc | $564,000 | – | 1 | +100.0% | 0.00% | – |
| APPS | New | Digital Turbine Inc | $1,342,000 | – | 22 | +100.0% | 0.00% | – |
| KRA | New | Kraton Corp | $556,000 | – | 12 | +100.0% | 0.00% | – |
| MNRO | New | Monro Inc | $583,000 | – | 10 | +100.0% | 0.00% | – |
| VLRS | New | Controladora Vuela Cia de Aviacion SAB de CVspon adr rp 10 | $1,599,000 | – | 89 | +100.0% | 0.00% | – |
| CHCT | New | Community Healthcare Trust Inc | $1,134,000 | – | 24 | +100.0% | 0.00% | – |
| FIX | New | Comfort Systems USA Inc | $1,484,000 | – | 15 | +100.0% | 0.00% | – |
| XLE | Sell | Select Sector Spdr Trust Shs Ben Int Energyenergy | $1,332,000 | +36.3% | 24 | -99.9% | 0.00% | -99.6% |
| CNS | New | Cohen & Steers Inc | $648,000 | – | 7 | +100.0% | 0.00% | – |
| KO | Sell | Coca-Cola Co | $1,599,000 | +19.1% | 27 | -99.9% | 0.00% | -99.7% |
| SRLN | Sell | SPDR Blackstone / GSO Senior Loan ETFblackstone senr | $1,394,000 | +173.9% | 31 | -99.7% | 0.00% | -99.2% |
| KKR | New | KKR & Co Inc | $596,000 | – | 8 | +100.0% | 0.00% | – |
| CHGG | New | Chegg Inc | $553,000 | – | 18 | +100.0% | 0.00% | – |
| ECOM | New | ChannelAdvisor Corp | $1,357,000 | – | 55 | +100.0% | 0.00% | – |
| VOYA | New | Voya Financial Inc | $332,000 | – | 5 | +100.0% | 0.00% | – |
| NCR | New | NCR Corp | $523,000 | – | 13 | +100.0% | 0.00% | – |
| MRCY | New | Mercury Systems Inc | $220,000 | – | 4 | +100.0% | 0.00% | – |
| MD | New | Mednax Inc | $245,000 | – | 9 | +100.0% | 0.00% | – |
| NWL | New | Newell Brands Inc | $349,000 | – | 16 | +100.0% | 0.00% | – |
| NWE | New | NorthWestern Corp | $229,000 | – | 4 | +100.0% | 0.00% | – |
| MATW | New | Matthews International Corpcl a | $440,000 | – | 12 | +100.0% | 0.00% | – |
| NUS | New | Nu Skin Enterprises Inc Class Acl a | $406,000 | – | 8 | +100.0% | 0.00% | – |
| KN | New | Knowles Corp | $514,000 | – | 22 | +100.0% | 0.00% | – |
| KNX | New | Knight Swift Transn Hldgs Inccl a | $366,000 | – | 6 | +100.0% | 0.00% | – |
| SLRC | New | SLR Investment Corp | $396,000 | – | 21 | +100.0% | 0.00% | – |
| JBGS | New | JBG SMITH Properties | $405,000 | – | 14 | +100.0% | 0.00% | – |
| SUPN | New | Supernus Pharmaceuticals Inc | $437,000 | – | 15 | +100.0% | 0.00% | – |
| TDY | New | Teledyne Technologies Inc | $437,000 | – | 1 | +100.0% | 0.00% | – |
| FLOT | New | iShares Floating Rate Bond ETFfltg rate nt etf | $355,000 | – | 7 | +100.0% | 0.00% | – |
| TCBI | New | Texas Capital Bancshares Inc | $362,000 | – | 6 | +100.0% | 0.00% | – |
| PPBI | New | Pacific Premier Bancorp Inc | $320,000 | – | 8 | +100.0% | 0.00% | – |
| THS | New | Treehouse Foods Inc | $324,000 | – | 8 | +100.0% | 0.00% | – |
| INFN | New | Infinera Corp | $240,000 | – | 25 | +100.0% | 0.00% | – |
| IEX | New | IDEX Corp | $473,000 | – | 2 | +100.0% | 0.00% | – |
| PACW | New | PacWest Bancorp | $407,000 | – | 9 | +100.0% | 0.00% | – |
| IPGP | New | IPG Photonics Corp | $344,000 | – | 2 | +100.0% | 0.00% | – |
| HURN | New | Huron Consulting Group Inc | $449,000 | – | 9 | +100.0% | 0.00% | – |
| UBER | New | Uber Technologies Inc | $294,000 | – | 7 | +100.0% | 0.00% | – |
| HQY | New | HealthEquity Inc | $265,000 | – | 6 | +100.0% | 0.00% | – |
| UNP | Sell | Union Pacific Corp | $504,000 | -49.4% | 2 | -100.0% | 0.00% | -100.0% |
| FLS | New | Flowserve Corp | $216,000 | – | 7 | +100.0% | 0.00% | – |
| EVR | New | Evercore Incclass a | $408,000 | – | 3 | +100.0% | 0.00% | – |
| EEFT | New | Euronet Worldwide Inc | $477,000 | – | 4 | +100.0% | 0.00% | – |
| EHC | New | Encompass Health Corp | $328,000 | – | 5 | +100.0% | 0.00% | – |
| FANG | New | Diamondback Energy Inc | $431,000 | – | 4 | +100.0% | 0.00% | – |
| DBI | New | Designer Brands Inccl a | $242,000 | – | 17 | +100.0% | 0.00% | – |
| CHRS | New | Coherus BioSciences Inc | $351,000 | – | 22 | +100.0% | 0.00% | – |
| CIEN | New | Ciena Corp | $462,000 | – | 6 | +100.0% | 0.00% | – |
| CHE | New | Chemed Corp | $529,000 | – | 1 | +100.0% | 0.00% | – |
| CSL | New | Carlisle Companies Inc | $496,000 | – | 2 | +100.0% | 0.00% | – |
| CAMP | New | CalAmp Corp | $226,000 | – | 32 | +100.0% | 0.00% | – |
| CALM | New | Cal-Maine Foods Inc | $259,000 | – | 7 | +100.0% | 0.00% | – |
| BXP | New | Boston Properties Inc | $465,000 | – | 4 | +100.0% | 0.00% | – |
| BHLB | New | Berkshire Hills Bancorp Inc | $313,000 | – | 11 | +100.0% | 0.00% | – |
| BRP | New | BRP group inc-a | $361,000 | – | 10 | +100.0% | 0.00% | – |
| ACB | New | Aurora Cannabis Inc | $379,000 | – | 70 | +100.0% | 0.00% | – |
| AZPN | New | Aspen Technology Inc | $457,000 | – | 3 | +100.0% | 0.00% | – |
| WSFS | New | WSFS Financial Corp | $251,000 | – | 5 | +100.0% | 0.00% | – |
| AIMC | New | Altra Industrial Motion Corp | $517,000 | – | 10 | +100.0% | 0.00% | – |
| WWW | New | Wolverine World Wide Inc | $463,000 | – | 16 | +100.0% | 0.00% | – |
| WWE | New | World Wrestling Entertainment Inccl a | $345,000 | – | 7 | +100.0% | 0.00% | – |
| XPER | New | Xperi Corp | $227,000 | – | 12 | +100.0% | 0.00% | – |
| AGI | New | Alamos Gold Inc | $308,000 | – | 40 | +100.0% | 0.00% | – |
| HLF | New | Herbalife Ltd | $532,000 | – | 13 | +100.0% | 0.00% | – |
| RRC | New | Range Resources Corp | $374,000 | – | 21 | +100.0% | 0.00% | – |
| PETQ | New | PetIQ Inc | $204,000 | – | 9 | +100.0% | 0.00% | – |
| AZZ | New | AZZ Inc | $332,000 | – | 6 | +100.0% | 0.00% | – |
| PBH | New | Prestige Consumer Healthcare Inc | $425,000 | – | 7 | +100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,000 | -100.0% | -0.01% | – |
| DBRG | Exit | DIGITALBRIDGE GROUP INC | $0 | – | -10,485 | -100.0% | -0.02% | – |
| LYG | Exit | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | -28,629 | -100.0% | -0.02% | – |
| SPPI | Exit | SPECTRUM PHARMACEUTICALS INC | $0 | – | -44,870 | -100.0% | -0.02% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -12,000 | -100.0% | -0.02% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -39,341 | -100.0% | -0.03% | – |
| MTBC | Exit | CARECLOUD INC | $0 | – | -20,526 | -100.0% | -0.04% | – |
| TXMD | Exit | THERAPEUTICSMD INC | $0 | – | -226,000 | -100.0% | -0.04% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -12,144 | -100.0% | -0.04% | – |
| BLE | Exit | BLACKROCK MUNI INCOME TR II | $0 | – | -11,320 | -100.0% | -0.04% | – |
| ONB | Exit | OLD NATL BANCORP IND | $0 | – | -10,260 | -100.0% | -0.04% | – |
| ACRE | Exit | ARES COML REAL ESTATE CORP | $0 | – | -11,719 | -100.0% | -0.04% | – |
| CREE | Exit | CREE INC | $0 | – | -2,500 | -100.0% | -0.05% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -4,203 | -100.0% | -0.05% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -4,829 | -100.0% | -0.05% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -7,838 | -100.0% | -0.05% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -1,389 | -100.0% | -0.05% | – |
| CSX | Exit | CSX CORP | $0 | – | -7,050 | -100.0% | -0.05% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -7,918 | -100.0% | -0.05% | – |
| BCEL | Exit | ATRECA INC | $0 | – | -35,500 | -100.0% | -0.05% | – |
| PFS | Exit | PROVIDENT FINL SVCS INC | $0 | – | -9,436 | -100.0% | -0.05% | – |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -2,664 | -100.0% | -0.05% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -3,544 | -100.0% | -0.05% | – |
| BCS | Exit | BARCLAYS PLCadr | $0 | – | -22,486 | -100.0% | -0.05% | – |
| DE | Exit | DEERE & CO | $0 | – | -688 | -100.0% | -0.05% | – |
| NC | Exit | NACCO INDS INCcl a | $0 | – | -8,020 | -100.0% | -0.06% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,421 | -100.0% | -0.06% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -4,927 | -100.0% | -0.06% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -319 | -100.0% | -0.06% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -2,300 | -100.0% | -0.06% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -2,553 | -100.0% | -0.06% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -3,300 | -100.0% | -0.06% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -950 | -100.0% | -0.06% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -2,040 | -100.0% | -0.06% | – |
| STE | Exit | STERIS PLC | $0 | – | -1,282 | -100.0% | -0.06% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,552 | -100.0% | -0.06% | – |
| FLUX | Exit | FLUX PWR HLDGS INC | $0 | – | -52,725 | -100.0% | -0.06% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -2,132 | -100.0% | -0.06% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -5,828 | -100.0% | -0.07% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -1,575 | -100.0% | -0.07% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,775 | -100.0% | -0.07% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -8,102 | -100.0% | -0.07% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -6,252 | -100.0% | -0.07% | – |
| NGVT | Exit | INGEVITY CORP | $0 | – | -4,501 | -100.0% | -0.08% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,234 | -100.0% | -0.08% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -2,277 | -100.0% | -0.08% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -4,737 | -100.0% | -0.08% | – |
| PZT | Exit | INVESCO EXCH TRADED FD TR IIny amt fre mun | $0 | – | -13,750 | -100.0% | -0.08% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -6,646 | -100.0% | -0.08% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,398 | -100.0% | -0.08% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -5,914 | -100.0% | -0.09% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -7,440 | -100.0% | -0.09% | – |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -21,559 | -100.0% | -0.09% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -5,421 | -100.0% | -0.09% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -6,424 | -100.0% | -0.09% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -2,845 | -100.0% | -0.09% | – |
| KEY | Exit | KEYCORP | $0 | – | -18,498 | -100.0% | -0.09% | – |
| MWA | Exit | MUELLER WTR PRODS INC | $0 | – | -26,250 | -100.0% | -0.09% | – |
| FGBI | Exit | FIRST GTY BANCSHARES INC | $0 | – | -20,000 | -100.0% | -0.09% | – |
| MPLX | Exit | MPLX LP | $0 | – | -14,077 | -100.0% | -0.09% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -6,712 | -100.0% | -0.10% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -2,026 | -100.0% | -0.10% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -5,900 | -100.0% | -0.10% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -2,899 | -100.0% | -0.10% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -5,029 | -100.0% | -0.10% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -763 | -100.0% | -0.10% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $0 | – | -15,351 | -100.0% | -0.10% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -3,186 | -100.0% | -0.10% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -5,057 | -100.0% | -0.10% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -32,439 | -100.0% | -0.11% | – |
| BA | Exit | BOEING CO | $0 | – | -2,122 | -100.0% | -0.11% | – |
| LEAD | Exit | SIREN ETF TRdivcn ldrs etf | $0 | – | -8,782 | -100.0% | -0.11% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -31,639 | -100.0% | -0.11% | – |
| DOW | Exit | DOW INC | $0 | – | -8,289 | -100.0% | -0.11% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -9,272 | -100.0% | -0.12% | – |
| IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -2,774 | -100.0% | -0.12% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -3,048 | -100.0% | -0.12% | – |
| MEAR | Exit | ISHARES U S ETF TRblackrock short | $0 | – | -9,950 | -100.0% | -0.12% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -5,153 | -100.0% | -0.12% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -1,076 | -100.0% | -0.12% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -2,009 | -100.0% | -0.13% | – |
| BLCN | Exit | SIREN ETF TRnsd nxgn eco etf | $0 | – | -12,265 | -100.0% | -0.13% | – |
| FNX | Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -5,576 | -100.0% | -0.13% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -7,228 | -100.0% | -0.13% | – |
| DLB | Exit | DOLBY LABORATORIES INC | $0 | – | -6,233 | -100.0% | -0.13% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -14,900 | -100.0% | -0.13% | – |
| SUN | Exit | SUNOCO LP/SUNOCO FIN CORP | $0 | – | -15,000 | -100.0% | -0.13% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -2,882 | -100.0% | -0.14% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -29,501 | -100.0% | -0.14% | – |
| MLCO | Exit | MELCO RESORTS AND ENTMNT LTDadr | $0 | – | -58,224 | -100.0% | -0.14% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -10,324 | -100.0% | -0.14% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -23,600 | -100.0% | -0.14% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -3,061 | -100.0% | -0.14% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -7,300 | -100.0% | -0.14% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -7,396 | -100.0% | -0.14% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -29,703 | -100.0% | -0.14% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -15,998 | -100.0% | -0.15% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -2,648 | -100.0% | -0.15% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -2,763 | -100.0% | -0.15% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -3,861 | -100.0% | -0.16% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -16,418 | -100.0% | -0.17% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -9,528 | -100.0% | -0.17% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -11,126 | -100.0% | -0.17% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -6,388 | -100.0% | -0.17% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -2,588 | -100.0% | -0.17% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -1,892 | -100.0% | -0.18% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -19,660 | -100.0% | -0.18% | – |
| PII | Exit | POLARIS INC | $0 | – | -6,412 | -100.0% | -0.18% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -11,470 | -100.0% | -0.18% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -38,375 | -100.0% | -0.18% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -18,445 | -100.0% | -0.18% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -2,026 | -100.0% | -0.19% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -7,310 | -100.0% | -0.19% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -3,195 | -100.0% | -0.19% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -3,562 | -100.0% | -0.19% | – |
| PKBK | Exit | PARKE BANCORP INC | $0 | – | -38,448 | -100.0% | -0.20% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -17,264 | -100.0% | -0.20% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -15,497 | -100.0% | -0.20% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -14,079 | -100.0% | -0.20% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -3,815 | -100.0% | -0.21% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -20,488 | -100.0% | -0.21% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -25,218 | -100.0% | -0.22% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -4,762 | -100.0% | -0.22% | – |
| JEPI | Exit | J P MORGAN EXCHANGE-TRADED Fequity premium | $0 | – | -15,695 | -100.0% | -0.22% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -5,787 | -100.0% | -0.22% | – |
| CFBK | Exit | CF BANKSHARES INC | $0 | – | -46,849 | -100.0% | -0.22% | – |
| GLW | Exit | CORNING INC | $0 | – | -26,654 | -100.0% | -0.23% | – |
| WEN | Exit | WENDYS CO | $0 | – | -46,329 | -100.0% | -0.24% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -7,696 | -100.0% | -0.24% | – |
| MSGS | Exit | MADISON SQUARE GRDN SPRT CORcl a | $0 | – | -5,518 | -100.0% | -0.24% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -8,378 | -100.0% | -0.25% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -2,420 | -100.0% | -0.26% | – |
| AFL | Exit | AFLAC INC | $0 | – | -21,620 | -100.0% | -0.26% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -5,547 | -100.0% | -0.27% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -10,683 | -100.0% | -0.28% | – |
| SONO | Exit | SONOS INC | $0 | – | -37,400 | -100.0% | -0.28% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -3,261 | -100.0% | -0.29% | – |
| WMT | Exit | WALMART INC | $0 | – | -8,875 | -100.0% | -0.29% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -13,286 | -100.0% | -0.29% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -8,651 | -100.0% | -0.30% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -1,555 | -100.0% | -0.31% | – |
| C | Exit | CITIGROUP INC | $0 | – | -18,757 | -100.0% | -0.31% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -6,577 | -100.0% | -0.31% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -10,187 | -100.0% | -0.33% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -5,714 | -100.0% | -0.33% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -14,678 | -100.0% | -0.34% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -7,566 | -100.0% | -0.36% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -6,443 | -100.0% | -0.36% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -13,222 | -100.0% | -0.37% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -19,035 | -100.0% | -0.37% | – |
| FOXA | Exit | FOX CORP | $0 | – | -39,874 | -100.0% | -0.38% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -42,009 | -100.0% | -0.39% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -45,345 | -100.0% | -0.39% | – |
| WDFC | Exit | WD 40 CO | $0 | – | -7,203 | -100.0% | -0.39% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,084 | -100.0% | -0.39% | – |
| ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -50,694 | -100.0% | -0.40% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -11,573 | -100.0% | -0.41% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -12,849 | -100.0% | -0.42% | – |
| XYL | Exit | XYLEM INC | $0 | – | -14,527 | -100.0% | -0.42% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -120,857 | -100.0% | -0.43% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -24,035 | -100.0% | -0.44% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -12,866 | -100.0% | -0.45% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -17,067 | -100.0% | -0.47% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -51,985 | -100.0% | -0.48% | – |
| INTC | Exit | INTEL CORP | $0 | – | -40,682 | -100.0% | -0.51% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -33,557 | -100.0% | -0.53% | – |
| HY | Exit | HYSTER YALE MATLS HANDLING Icl a | $0 | – | -47,456 | -100.0% | -0.56% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -19,300 | -100.0% | -0.57% | – |
| VFC | Exit | V F CORP | $0 | – | -36,669 | -100.0% | -0.58% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -36,669 | -100.0% | -0.60% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -14,624 | -100.0% | -0.66% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -14,025 | -100.0% | -0.67% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -9,460 | -100.0% | -0.71% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -25,754 | -100.0% | -0.73% | – |
| AMBA | Exit | AMBARELLA INC | $0 | – | -20,246 | -100.0% | -0.74% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -18,199 | -100.0% | -0.78% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,409 | -100.0% | -0.83% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -42,047 | -100.0% | -0.86% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -36,056 | -100.0% | -0.87% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -18,690 | -100.0% | -0.93% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -47,953 | -100.0% | -0.96% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -78,303 | -100.0% | -1.00% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -26,533 | -100.0% | -1.01% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -62,488 | -100.0% | -1.07% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -59,678 | -100.0% | -1.20% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -54,098 | -100.0% | -1.25% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -25,708 | -100.0% | -1.33% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -37,763 | -100.0% | -1.50% | – |
| ROKU | Exit | ROKU INC | $0 | – | -21,072 | -100.0% | -1.55% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -137,457 | -100.0% | -1.63% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -50,052 | -100.0% | -1.75% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -28,768 | -100.0% | -1.84% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -51,562 | -100.0% | -1.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 12 | Q3 2023 | 4.9% |
| VANGUARD S&P 500 ETF | 12 | Q3 2023 | 1.7% |
| CHEVRON CORPORATION | 12 | Q3 2023 | 2.1% |
| AMGEN INC | 12 | Q3 2023 | 1.9% |
| ADOBE SYSTEMS INCORPORATED | 12 | Q3 2023 | 1.6% |
| PFIZER INC | 12 | Q3 2023 | 1.6% |
| EXXON MOBIL CORP | 12 | Q3 2023 | 2.0% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 1.5% |
| PEPSICO INC COMMON STOCK | 12 | Q3 2023 | 1.3% |
View MCDONALD PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-19 |
| X-17A-5 | 2023-03-31 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
View MCDONALD PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.