$403 Million is the total value of Hartford Financial Management Inc.'s 385 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 17.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $13,239,000 | -8.9% | 274,611 | -6.8% | 3.28% | -14.7% |
| MSFT | Sell | MICROSOFT CORP | $12,901,000 | +5.9% | 54,718 | -0.1% | 3.20% | -0.8% |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $11,724,000 | +5.1% | 139,675 | -4.5% | 2.91% | -1.7% |
| CSX | Sell | CSX CORP | $9,483,000 | +5.7% | 98,347 | -0.6% | 2.35% | -1.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $9,343,000 | +17.3% | 61,376 | -2.1% | 2.32% | +9.8% |
| AAPL | Sell | APPLE INC | $8,467,000 | -9.0% | 69,315 | -1.2% | 2.10% | -14.8% |
| DIS | Sell | DISNEY WALT CO | $8,160,000 | -1.5% | 44,221 | -3.3% | 2.02% | -7.9% |
| MUB | Buy | ISHARES TRnational mun etf | $7,886,000 | +0.4% | 67,955 | +1.4% | 1.96% | -6.1% |
| JPSE | Sell | J P MORGAN EXCHANGE-TRADED Fdiversfd eqt etf | $7,543,000 | +17.1% | 178,277 | -0.3% | 1.87% | +9.6% |
| INTC | Buy | INTEL CORP | $7,321,000 | +30.4% | 114,390 | +1.5% | 1.82% | +22.0% |
| HD | Buy | HOME DEPOT INC | $7,017,000 | +16.0% | 22,988 | +0.9% | 1.74% | +8.5% |
| ABT | Sell | ABBOTT LABS | $6,529,000 | +9.4% | 54,477 | -0.1% | 1.62% | +2.3% |
| HON | Sell | HONEYWELL INTL INC | $6,453,000 | +1.6% | 29,730 | -0.5% | 1.60% | -4.9% |
| AMAT | Sell | APPLIED MATLS INC | $6,091,000 | +42.9% | 45,588 | -7.7% | 1.51% | +33.7% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $6,048,000 | -3.6% | 37,685 | +0.9% | 1.50% | -9.7% |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,997,000 | -2.3% | 40,000 | 0.0% | 1.49% | -8.6% | |
| CAT | Sell | CATERPILLAR INC | $5,840,000 | +25.2% | 25,188 | -1.7% | 1.45% | +17.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,594,000 | -5.6% | 15,871 | +0.9% | 1.39% | -11.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,389,000 | +4.9% | 32,791 | +0.5% | 1.34% | -1.8% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $5,222,000 | -4.1% | 348,134 | -2.4% | 1.30% | -10.2% |
| PULS | Sell | PGIM ETF TRultra short | $4,990,000 | -11.3% | 100,100 | -11.3% | 1.24% | -17.0% |
| ITW | ILLINOIS TOOL WKS INC | $4,882,000 | +8.6% | 22,040 | 0.0% | 1.21% | +1.7% | |
| PEP | Buy | PEPSICO INC | $4,735,000 | -3.4% | 33,476 | +1.3% | 1.17% | -9.6% |
| WM | WASTE MGMT INC DEL | $4,705,000 | +9.4% | 36,465 | 0.0% | 1.17% | +2.5% | |
| PG | Buy | PROCTER AND GAMBLE CO | $4,504,000 | -1.4% | 33,253 | +1.2% | 1.12% | -7.8% |
| DE | Sell | DEERE & CO | $4,488,000 | +36.8% | 11,995 | -1.6% | 1.11% | +28.1% |
| NSC | NORFOLK SOUTHN CORP | $4,457,000 | +13.0% | 16,600 | 0.0% | 1.10% | +5.7% | |
| ACN | ACCENTURE PLC IRELAND | $4,434,000 | +5.8% | 16,050 | 0.0% | 1.10% | -1.1% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $4,380,000 | +0.9% | 12,219 | -0.4% | 1.09% | -5.6% |
| KEY | Sell | KEYCORP | $4,299,000 | +16.4% | 215,148 | -4.4% | 1.07% | +8.9% |
| CVX | Buy | CHEVRON CORP NEW | $4,138,000 | +52.9% | 39,489 | +23.2% | 1.03% | +43.1% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,125,000 | +0.9% | 81,267 | +0.9% | 1.02% | -5.5% |
| DHR | Sell | DANAHER CORPORATION | $4,123,000 | +0.7% | 18,319 | -0.7% | 1.02% | -5.8% |
| V | Buy | VISA INC | $4,014,000 | -1.0% | 18,956 | +2.2% | 1.00% | -7.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $3,852,000 | +4.7% | 27,703 | +1.5% | 0.96% | -2.1% |
| NEE | NEXTERA ENERGY INC | $3,629,000 | -2.0% | 48,000 | 0.0% | 0.90% | -8.3% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,614,000 | +15.6% | 1,747 | -2.1% | 0.90% | +8.2% |
| TGT | Sell | TARGET CORP | $3,469,000 | +9.3% | 17,514 | -2.6% | 0.86% | +2.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,431,000 | +9.0% | 44,402 | +0.9% | 0.85% | +2.0% |
| UNP | Sell | UNION PAC CORP | $3,428,000 | +5.7% | 15,555 | -0.2% | 0.85% | -1.2% |
| TXN | TEXAS INSTRS INC | $3,420,000 | +15.2% | 18,096 | 0.0% | 0.85% | +7.8% | |
| MRK | Buy | MERCK & CO. INC | $3,358,000 | -2.0% | 43,564 | +4.0% | 0.83% | -8.3% |
| D | Buy | DOMINION ENERGY INC | $3,332,000 | +3.5% | 43,867 | +2.5% | 0.83% | -3.2% |
| XOM | Buy | EXXON MOBIL CORP | $3,300,000 | +35.9% | 59,113 | +0.4% | 0.82% | +27.2% |
| PH | PARKER-HANNIFIN CORP | $3,161,000 | +15.8% | 10,020 | 0.0% | 0.78% | +8.4% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,126,000 | +1.9% | 49,516 | +0.1% | 0.78% | -4.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,068,000 | +2.3% | 52,411 | +2.1% | 0.76% | -4.3% |
| NJR | NEW JERSEY RES CORP | $3,050,000 | +12.1% | 76,500 | 0.0% | 0.76% | +4.9% | |
| AMZN | Sell | AMAZON COM INC | $3,014,000 | -5.4% | 974 | -0.4% | 0.75% | -11.5% |
| FB | Buy | FACEBOOK INCcl a | $2,950,000 | +10.7% | 10,016 | +2.7% | 0.73% | +3.7% |
| WRK | Sell | WESTROCK CO | $2,950,000 | +17.0% | 56,681 | -2.1% | 0.73% | +9.6% |
| CVS | Buy | CVS HEALTH CORP | $2,825,000 | +13.9% | 37,547 | +3.4% | 0.70% | +6.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,797,000 | +11.1% | 10,950 | +0.8% | 0.69% | +4.0% |
| LLY | Buy | LILLY ELI & CO | $2,784,000 | +10.7% | 14,902 | +0.0% | 0.69% | +3.4% |
| ORCL | Buy | ORACLE CORP | $2,776,000 | +11.3% | 39,562 | +2.6% | 0.69% | +4.1% |
| ETN | EATON CORP PLC | $2,766,000 | +15.1% | 20,000 | 0.0% | 0.69% | +7.7% | |
| LOW | Sell | LOWES COS INC | $2,738,000 | +18.2% | 14,395 | -0.2% | 0.68% | +10.6% |
| ABBV | Buy | ABBVIE INC | $2,706,000 | +26.3% | 25,000 | +25.0% | 0.67% | +18.1% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,570,000 | +6.7% | 9,525 | +0.3% | 0.64% | -0.2% |
| GPC | Sell | GENUINE PARTS CO | $2,525,000 | +14.5% | 21,848 | -0.5% | 0.63% | +7.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,494,000 | +6.6% | 13,232 | -0.4% | 0.62% | -0.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,464,000 | +0.7% | 45,541 | -2.4% | 0.61% | -5.7% |
| MMM | 3M CO | $2,435,000 | +10.2% | 12,640 | 0.0% | 0.60% | +3.2% | |
| MO | ALTRIA GROUP INC | $2,400,000 | +24.8% | 46,904 | 0.0% | 0.60% | +16.7% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,363,000 | -0.7% | 40,640 | +0.3% | 0.59% | -7.1% |
| MKC | MCCORMICK & CO INC | $2,318,000 | -6.8% | 26,000 | 0.0% | 0.58% | -12.7% | |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,275,000 | +2.3% | 8,479 | -0.2% | 0.56% | -4.2% |
| BA | Sell | BOEING CO | $2,144,000 | +17.2% | 8,416 | -1.5% | 0.53% | +9.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,134,000 | +7.9% | 5,735 | +1.7% | 0.53% | +1.0% |
| BAC | Sell | BK OF AMERICA CORP | $2,135,000 | +21.0% | 55,174 | -5.2% | 0.53% | +13.0% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $2,131,000 | -5.0% | 4,483 | 0.0% | 0.53% | -11.1% | |
| DD | Sell | DUPONT DE NEMOURS INC | $2,124,000 | +6.0% | 27,490 | -2.4% | 0.53% | -0.8% |
| WBS | Sell | WEBSTER FINL CORP CONN | $2,057,000 | +10.7% | 37,332 | -15.3% | 0.51% | +3.7% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $2,051,000 | +0.9% | 57,618 | -5.0% | 0.51% | -5.6% |
| USB | US BANCORP DEL | $1,926,000 | +18.7% | 34,823 | 0.0% | 0.48% | +11.2% | |
| PM | Buy | PHILIP MORRIS INTL INC | $1,892,000 | +7.6% | 21,326 | +0.4% | 0.47% | +0.6% |
| PFE | Buy | PFIZER INC | $1,860,000 | -1.3% | 51,334 | +0.3% | 0.46% | -7.6% |
| PLD | Buy | PROLOGIS INC. | $1,853,000 | +7.3% | 17,482 | +0.9% | 0.46% | +0.2% |
| WMT | Buy | WALMART INC | $1,823,000 | -2.5% | 13,418 | +3.5% | 0.45% | -8.7% |
| CMI | CUMMINS INC | $1,768,000 | +14.1% | 6,823 | 0.0% | 0.44% | +6.6% | |
| ENB | Sell | ENBRIDGE INC | $1,754,000 | +12.7% | 48,189 | -1.0% | 0.44% | +5.3% |
| BDX | Sell | BECTON DICKINSON & CO | $1,732,000 | -3.5% | 7,122 | -0.7% | 0.43% | -9.7% |
| PSX | Buy | PHILLIPS 66 | $1,706,000 | +105.8% | 20,927 | +76.5% | 0.42% | +92.3% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $1,678,000 | +3.8% | 24,507 | +2.5% | 0.42% | -2.8% |
| EMR | EMERSON ELEC CO | $1,588,000 | +12.2% | 17,600 | 0.0% | 0.39% | +5.1% | |
| SO | Sell | SOUTHERN CO | $1,551,000 | +0.3% | 24,949 | -0.9% | 0.38% | -6.1% |
| IP | Sell | INTERNATIONAL PAPER CO | $1,425,000 | +7.0% | 26,353 | -1.6% | 0.35% | 0.0% |
| SYY | SYSCO CORP | $1,417,000 | +6.0% | 18,000 | 0.0% | 0.35% | -0.8% | |
| APD | AIR PRODS & CHEMS INC | $1,407,000 | +3.0% | 5,000 | 0.0% | 0.35% | -3.6% | |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $1,395,000 | +0.1% | 26,361 | -5.3% | 0.35% | -6.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,383,000 | +4.9% | 10,381 | -0.8% | 0.34% | -1.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,343,000 | +5.1% | 13,915 | -0.3% | 0.33% | -1.8% |
| PAYX | PAYCHEX INC | $1,322,000 | +5.2% | 13,487 | 0.0% | 0.33% | -1.5% | |
| BAX | Buy | BAXTER INTL INC | $1,308,000 | +10.9% | 15,511 | +5.6% | 0.32% | +3.8% |
| NFG | Buy | NATIONAL FUEL GAS CO | $1,298,000 | +21.8% | 25,958 | +0.2% | 0.32% | +14.2% |
| GLW | Sell | CORNING INC | $1,276,000 | +18.0% | 29,333 | -2.3% | 0.32% | +10.5% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $1,248,000 | +68.4% | 24,444 | +68.5% | 0.31% | +57.7% |
| WMB | Buy | WILLIAMS COS INC | $1,188,000 | +18.7% | 50,147 | +0.4% | 0.30% | +11.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,190,000 | +0.7% | 7,000 | -0.2% | 0.30% | -5.8% |
| JCI | JOHNSON CTLS INTL PLC | $1,175,000 | +28.1% | 19,684 | 0.0% | 0.29% | +19.8% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,150,000 | +12.0% | 8,117 | +0.8% | 0.28% | +4.8% |
| DOW | Sell | DOW INC | $1,132,000 | +15.0% | 17,697 | -0.2% | 0.28% | +7.7% |
| CI | Sell | CIGNA CORP NEW | $1,114,000 | +15.9% | 4,608 | -0.2% | 0.28% | +8.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,094,000 | +10.2% | 25,903 | -1.6% | 0.27% | +3.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,079,000 | -4.9% | 3,300 | -23.3% | 0.27% | -10.7% |
| MCD | MCDONALDS CORP | $1,065,000 | +4.4% | 4,753 | 0.0% | 0.26% | -2.2% | |
| FTV | Buy | FORTIVE CORP | $1,029,000 | +3.0% | 14,573 | +3.3% | 0.26% | -3.8% |
| DEO | DIAGEO PLCspon adr new | $985,000 | +3.4% | 6,000 | 0.0% | 0.24% | -3.6% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $851,000 | +11.0% | 38,641 | -1.3% | 0.21% | +3.9% |
| TD | Buy | TORONTO DOMINION BK ONT | $684,000 | +19.0% | 10,484 | +2.8% | 0.17% | +11.8% |
| NVDA | NVIDIA CORPORATION | $667,000 | +2.3% | 1,249 | 0.0% | 0.16% | -4.6% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $656,000 | +15.5% | 318 | -1.9% | 0.16% | +7.9% |
| LYB | LYONDELLBASELL INDUSTRIES N | $624,000 | +13.5% | 6,000 | 0.0% | 0.16% | +6.2% | |
| AVGO | New | BROADCOM INC | $603,000 | – | 1,300 | +100.0% | 0.15% | – |
| CTVA | CORTEVA INC | $605,000 | +20.5% | 12,969 | 0.0% | 0.15% | +12.8% | |
| MDT | Sell | MEDTRONIC PLC | $594,000 | +0.5% | 5,032 | -0.2% | 0.15% | -6.4% |
| KO | Sell | COCA COLA CO | $570,000 | -4.8% | 10,811 | -1.0% | 0.14% | -11.3% |
| FDX | FEDEX CORP | $568,000 | +9.4% | 2,000 | 0.0% | 0.14% | +2.2% | |
| T | Sell | AT&T INC | $526,000 | +3.3% | 17,385 | -1.7% | 0.13% | -3.7% |
| MPC | Buy | MARATHON PETE CORP | $508,000 | +34.4% | 9,494 | +3.8% | 0.13% | +26.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $478,000 | +14.6% | 3,379 | -1.9% | 0.12% | +8.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $474,000 | +15.9% | 1,486 | +13.9% | 0.12% | +9.3% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $456,000 | +7.0% | 2,283 | -4.2% | 0.11% | 0.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $417,000 | +2.7% | 1,715 | +1.8% | 0.10% | -4.6% |
| GLD | SPDR GOLD TR | $415,000 | -10.4% | 2,597 | 0.0% | 0.10% | -16.3% | |
| MA | MASTERCARD INCORPORATEDcl a | $413,000 | -0.2% | 1,161 | 0.0% | 0.10% | -7.3% | |
| COF | CAPITAL ONE FINL CORP | $382,000 | +28.6% | 3,000 | 0.0% | 0.10% | +20.3% | |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $378,000 | +11.8% | 2,423 | +0.0% | 0.09% | +4.4% |
| WFC | Sell | WELLS FARGO CO NEW | $375,000 | +28.9% | 9,595 | -0.5% | 0.09% | +20.8% |
| VOO | VANGUARD INDEX FDS | $364,000 | +5.8% | 1,000 | 0.0% | 0.09% | -1.1% | |
| NFLX | NETFLIX INC | $347,000 | -3.6% | 666 | 0.0% | 0.09% | -9.5% | |
| C | Sell | CITIGROUP INC | $347,000 | +16.1% | 4,765 | -1.6% | 0.09% | +8.9% |
| NKE | NIKE INCcl b | $322,000 | -6.1% | 2,425 | 0.0% | 0.08% | -12.1% | |
| TFC | TRUIST FINL CORP | $324,000 | +21.8% | 5,549 | 0.0% | 0.08% | +14.3% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $319,000 | +10.4% | 35,035 | 0.0% | 0.08% | +2.6% | |
| AEP | AMERICAN ELEC PWR CO INC | $296,000 | +1.7% | 3,500 | 0.0% | 0.07% | -5.2% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $279,000 | +10.7% | 4,000 | 0.0% | 0.07% | +3.0% | |
| TT | TRANE TECHNOLOGIES PLC | $275,000 | +14.1% | 1,662 | 0.0% | 0.07% | +6.2% | |
| HSY | Buy | HERSHEY CO | $263,000 | +4.0% | 1,666 | +0.1% | 0.06% | -3.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $251,000 | -9.1% | 3,178 | -1.5% | 0.06% | -15.1% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $245,000 | -38.9% | 7,996 | -39.0% | 0.06% | -42.5% |
| GIS | GENERAL MLS INC | $245,000 | +4.3% | 4,000 | 0.0% | 0.06% | -1.6% | |
| ET | Sell | ENERGY TRANSFER LP | $219,000 | +22.3% | 28,470 | -1.6% | 0.05% | +14.9% |
| GE | Sell | GENERAL ELECTRIC CO | $215,000 | +16.2% | 16,365 | -4.6% | 0.05% | +8.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $213,000 | +39.2% | 1,777 | +44.5% | 0.05% | +29.3% |
| FENC | Sell | FENNEC PHARMACEUTICALS INC | $210,000 | -27.3% | 33,848 | -12.9% | 0.05% | -32.5% |
| YUM | YUM BRANDS INC | $199,000 | -0.5% | 1,840 | 0.0% | 0.05% | -7.5% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $191,000 | +38.4% | 10,665 | 0.0% | 0.05% | +27.0% | |
| TBT | PROSHARES TR | $180,000 | +32.4% | 8,300 | 0.0% | 0.04% | +25.0% | |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $178,000 | +2.3% | 1,206 | +1.5% | 0.04% | -4.3% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $168,000 | +29.2% | 2,516 | -5.2% | 0.04% | +23.5% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $165,000 | -4.6% | 1,859 | +0.3% | 0.04% | -10.9% |
| TJX | Buy | TJX COS INC NEW | $155,000 | +17.4% | 2,340 | +20.6% | 0.04% | +8.6% |
| UGI | UGI CORP NEW | $154,000 | +17.6% | 3,755 | 0.0% | 0.04% | +8.6% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $151,000 | +3.4% | 2,500 | 0.0% | 0.04% | -5.1% | |
| IMV | IMV INC | $150,000 | +7.1% | 45,315 | 0.0% | 0.04% | 0.0% | |
| IWM | ISHARES TRrussell 2000 etf | $142,000 | +12.7% | 642 | 0.0% | 0.04% | +6.1% | |
| UL | Sell | UNILEVER PLCspon adr new | $143,000 | -8.3% | 2,567 | -0.7% | 0.04% | -14.6% |
| QCOM | Sell | QUALCOMM INC | $128,000 | -22.4% | 968 | -10.5% | 0.03% | -27.3% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $119,000 | +54.5% | 3,493 | +34.3% | 0.03% | +50.0% |
| NUE | NUCOR CORP | $120,000 | +50.0% | 1,500 | 0.0% | 0.03% | +42.9% | |
| SCHW | SCHWAB CHARLES CORP | $117,000 | +23.2% | 1,800 | 0.0% | 0.03% | +16.0% | |
| YUMC | YUM CHINA HLDGS INC | $115,000 | +3.6% | 1,940 | 0.0% | 0.03% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $116,000 | 0.0% | 718 | 0.0% | 0.03% | -6.5% | |
| BP | Sell | BP PLCsponsored adr | $115,000 | +16.2% | 4,708 | -2.0% | 0.03% | +11.5% |
| NGG | NATIONAL GRID PLCsponsored adr ne | $118,000 | 0.0% | 2,000 | 0.0% | 0.03% | -6.5% | |
| CSCO | Sell | CISCO SYS INC | $118,000 | +5.4% | 2,275 | -9.0% | 0.03% | -3.3% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $112,000 | +2.8% | 960 | 0.0% | 0.03% | -3.4% | |
| TSLA | Buy | TESLA INC | $110,000 | +7.8% | 165 | +13.8% | 0.03% | 0.0% |
| NESRW | NATIONAL ENERGY SERVICES REU*w exp 05/05/202 | $107,000 | +67.2% | 48,010 | 0.0% | 0.03% | +58.8% | |
| ILMN | ILLUMINA INC | $106,000 | +3.9% | 275 | 0.0% | 0.03% | -3.7% | |
| RF | REGIONS FINANCIAL CORP NEW | $103,000 | +27.2% | 5,000 | 0.0% | 0.03% | +23.8% | |
| DGRO | ISHARES TRcore div grwth | $100,000 | +7.5% | 2,078 | 0.0% | 0.02% | 0.0% | |
| PCAR | Buy | PACCAR INC | $102,000 | +7.4% | 1,102 | +0.1% | 0.02% | 0.0% |
| PSA | PUBLIC STORAGE | $102,000 | +7.4% | 412 | 0.0% | 0.02% | 0.0% | |
| NI | Sell | NISOURCE INC | $101,000 | +4.1% | 4,188 | -0.9% | 0.02% | -3.8% |
| VTRS | Sell | VIATRIS INC | $88,000 | -26.1% | 6,274 | -1.2% | 0.02% | -31.2% |
| MKSI | New | MKS INSTRS INC | $88,000 | – | 473 | +100.0% | 0.02% | – |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $87,000 | +4.8% | 1,971 | 0.0% | 0.02% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $81,000 | +2.5% | 1,581 | 0.0% | 0.02% | -4.8% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $78,000 | +27.9% | 160 | 0.0% | 0.02% | +18.8% | |
| ROKU | Sell | ROKU INC | $72,000 | -7.7% | 221 | -6.4% | 0.02% | -14.3% |
| SLB | Sell | SCHLUMBERGER LTD | $72,000 | +14.3% | 2,631 | -8.2% | 0.02% | +5.9% |
| CC | CHEMOURS CO | $71,000 | +12.7% | 2,560 | 0.0% | 0.02% | +5.9% | |
| SDOG | ALPS ETF TRsectr div dogs | $71,000 | +16.4% | 1,377 | 0.0% | 0.02% | +12.5% | |
| IR | INGERSOLL RAND INC | $72,000 | +7.5% | 1,465 | 0.0% | 0.02% | 0.0% | |
| ENV | ENVESTNET INC | $72,000 | -12.2% | 1,000 | 0.0% | 0.02% | -18.2% | |
| NGVT | INGEVITY CORP | $73,000 | 0.0% | 963 | 0.0% | 0.02% | -5.3% | |
| PYPL | Buy | PAYPAL HLDGS INC | $72,000 | +24.1% | 295 | +19.4% | 0.02% | +20.0% |
| XT | ISHARES TRexponential tech | $69,000 | +3.0% | 1,168 | 0.0% | 0.02% | -5.6% | |
| VHT | VANGUARD WORLD FDShealth car etf | $69,000 | +3.0% | 300 | 0.0% | 0.02% | -5.6% | |
| RYN | RAYONIER INC | $65,000 | +10.2% | 2,005 | 0.0% | 0.02% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $65,000 | +3.2% | 177 | 0.0% | 0.02% | -5.9% | |
| RCL | ROYAL CARIBBEAN GROUP | $62,000 | +14.8% | 725 | 0.0% | 0.02% | +7.1% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $62,000 | +17.0% | 550 | +57.1% | 0.02% | +7.1% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $56,000 | -3.4% | 500 | 0.0% | 0.01% | -6.7% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $55,000 | 0.0% | 2,135 | 0.0% | 0.01% | -6.7% | |
| TRP | New | TC ENERGY CORP | $55,000 | – | 1,196 | +100.0% | 0.01% | – |
| DVN | New | DEVON ENERGY CORP NEW | $54,000 | – | 2,476 | +100.0% | 0.01% | – |
| CNP | Sell | CENTERPOINT ENERGY INC | $53,000 | -3.6% | 2,320 | -7.9% | 0.01% | -13.3% |
| CRM | SALESFORCE COM INC | $54,000 | -5.3% | 255 | 0.0% | 0.01% | -13.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $51,000 | -1.9% | 225 | 0.0% | 0.01% | -7.1% | |
| CAG | CONAGRA BRANDS INC | $53,000 | +3.9% | 1,400 | 0.0% | 0.01% | -7.1% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $47,000 | +4.4% | 740 | 0.0% | 0.01% | 0.0% | |
| OKE | Buy | ONEOK INC NEW | $46,000 | +35.3% | 906 | +1.3% | 0.01% | +22.2% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $45,000 | -2.2% | 3,046 | 0.0% | 0.01% | -8.3% | |
| OMC | OMNICOM GROUP INC | $44,000 | +18.9% | 600 | 0.0% | 0.01% | +10.0% | |
| O | REALTY INCOME CORP | $43,000 | +2.4% | 672 | 0.0% | 0.01% | 0.0% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $43,000 | +65.4% | 325 | +62.5% | 0.01% | +57.1% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $45,000 | -6.2% | 446 | -14.2% | 0.01% | -15.4% |
| IVV | ISHARES TRcore s&p500 etf | $43,000 | +7.5% | 107 | 0.0% | 0.01% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $42,000 | +7.7% | 278 | 0.0% | 0.01% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $41,000 | -2.4% | 200 | 0.0% | 0.01% | -9.1% | |
| IXUS | New | ISHARES TRcore msci total | $42,000 | – | 599 | +100.0% | 0.01% | – |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $40,000 | -11.1% | 707 | +0.4% | 0.01% | -16.7% |
| B | BARNES GROUP INC | $35,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $36,000 | -2.7% | 466 | 0.0% | 0.01% | -10.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $36,000 | +33.3% | 400 | 0.0% | 0.01% | +28.6% | |
| PNC | PNC FINL SVCS GROUP INC | $35,000 | +16.7% | 200 | 0.0% | 0.01% | +12.5% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $36,000 | -63.3% | 91 | -65.3% | 0.01% | -65.4% |
| ES | EVERSOURCE ENERGY | $34,000 | 0.0% | 388 | 0.0% | 0.01% | -11.1% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $32,000 | +3.2% | 155 | -3.1% | 0.01% | 0.0% |
| VTGN | VISTAGEN THERAPEUTICS INC | $34,000 | +9.7% | 16,000 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC | $32,000 | +14.3% | 115 | 0.0% | 0.01% | +14.3% | |
| ALTUS MIDSTREAM CO | $31,000 | +10.7% | 600 | 0.0% | 0.01% | +14.3% | ||
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $32,000 | – | 323 | +100.0% | 0.01% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME | $31,000 | -3.1% | 2,075 | 0.0% | 0.01% | 0.0% | |
| RBLX | New | ROBLOX CORPcl a | $31,000 | – | 473 | +100.0% | 0.01% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $30,000 | – | 789 | +100.0% | 0.01% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $27,000 | +200.0% | 350 | +250.0% | 0.01% | +250.0% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $29,000 | 0.0% | 800 | 0.0% | 0.01% | -12.5% | |
| ANTM | ANTHEM INC | $29,000 | +11.5% | 80 | 0.0% | 0.01% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $27,000 | +3.8% | 445 | 0.0% | 0.01% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $27,000 | -48.1% | 610 | 0.0% | 0.01% | -50.0% | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $27,000 | – | 560 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $29,000 | – | 1,250 | +100.0% | 0.01% | – |
| FDS | FACTSET RESH SYS INC | $23,000 | -8.0% | 75 | 0.0% | 0.01% | -14.3% | |
| PCTTU | New | PURECYCLE TECHNOLOGIES INCunit 03/17/2026 | $23,000 | – | 675 | +100.0% | 0.01% | – |
| VGM | INVESCO TR INVT GRADE MUNS | $24,000 | +4.3% | 1,755 | 0.0% | 0.01% | 0.0% | |
| EWG | ISHARES INCmsci germany etf | $24,000 | +4.3% | 732 | 0.0% | 0.01% | 0.0% | |
| UAN | CVR PARTNERS LP | $26,000 | +160.0% | 644 | 0.0% | 0.01% | +100.0% | |
| ABNB | AIRBNB INC | $25,000 | +25.0% | 135 | 0.0% | 0.01% | +20.0% | |
| BSGM | BIOSIG TECHNOLOGIES INC | $26,000 | +8.3% | 6,124 | 0.0% | 0.01% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $25,000 | +8.7% | 744 | 0.0% | 0.01% | 0.0% | |
| NOW | SERVICENOW INC | $20,000 | -9.1% | 40 | 0.0% | 0.01% | -16.7% | |
| TXT | TEXTRON INC | $22,000 | +15.8% | 400 | 0.0% | 0.01% | 0.0% | |
| ESGC | Buy | EROS STX GLOBAL CORPORATION | $21,000 | +23.5% | 11,500 | +21.1% | 0.01% | 0.0% |
| FIVG | ETF SER SOLUTIONSdefiance next | $21,000 | +5.0% | 601 | 0.0% | 0.01% | 0.0% | |
| TWLO | TWILIO INCcl a | $20,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| AGR | AVANGRID INC | $22,000 | +10.0% | 450 | 0.0% | 0.01% | 0.0% | |
| RNP | COHEN & STEERS REIT & PFD & | $20,000 | +11.1% | 800 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL | $19,000 | -5.0% | 99 | 0.0% | 0.01% | 0.0% | |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $19,000 | – | 75 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $21,000 | – | 50 | +100.0% | 0.01% | – |
| UYG | PROSHARES TRultra fncls new | $22,000 | +22.2% | 420 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $21,000 | +5.0% | 184 | 0.0% | 0.01% | 0.0% | |
| EWU | ISHARES TRmsci uk etf new | $20,000 | +5.3% | 642 | 0.0% | 0.01% | 0.0% | |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $21,000 | – | 836 | +100.0% | 0.01% | – |
| VNRX | VOLITIONRX LTD | $19,000 | 0.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | BLACKSTONE GROUP INC | $17,000 | +21.4% | 223 | +1.4% | 0.00% | 0.0% |
| IXN | New | ISHARES TRglobal tech etf | $15,000 | – | 50 | +100.0% | 0.00% | – |
| LYFT | LYFT INC | $15,000 | +25.0% | 240 | 0.0% | 0.00% | +33.3% | |
| ED | CONSOLIDATED EDISON INC | $15,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $18,000 | -10.0% | 56 | 0.0% | 0.00% | -20.0% | |
| COG | CABOT OIL & GAS CORP | $17,000 | +21.4% | 880 | 0.0% | 0.00% | 0.0% | |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $15,000 | -37.5% | 395 | -24.8% | 0.00% | -33.3% |
| TGTX | Buy | TG THERAPEUTICS INC | $17,000 | +70.0% | 353 | +81.0% | 0.00% | +33.3% |
| UBER | UBER TECHNOLOGIES INC | $15,000 | +7.1% | 270 | 0.0% | 0.00% | 0.0% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $16,000 | +6.7% | 325 | 0.0% | 0.00% | 0.0% | |
| VIAC | VIACOMCBS INCcl b | $16,000 | +23.1% | 350 | 0.0% | 0.00% | +33.3% | |
| VMW | VMWARE INC | $15,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $15,000 | +7.1% | 70 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $14,000 | +55.6% | 5,000 | 0.0% | 0.00% | +50.0% | |
| SBUX | STARBUCKS CORP | $13,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $11,000 | -8.3% | 130 | 0.0% | 0.00% | 0.0% | |
| LIVX | New | LIVEXLIVE MEDIA INC | $13,000 | – | 3,000 | +100.0% | 0.00% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $14,000 | – | 196 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $12,000 | – | 50 | +100.0% | 0.00% | – |
| UAL | UNITED AIRLS HLDGS INC | $12,000 | +33.3% | 200 | 0.0% | 0.00% | +50.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $12,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $13,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $11,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| XSD | Sell | SPDR SER TRs&p semicndctr | $11,000 | -69.4% | 60 | -71.4% | 0.00% | -70.0% |
| ABEO | ABEONA THERAPEUTICS INC | $12,000 | +20.0% | 6,355 | 0.0% | 0.00% | 0.0% | |
| GLYC | GLYCOMIMETICS INC | $11,000 | -15.4% | 3,500 | 0.0% | 0.00% | 0.0% | |
| TQQQ | New | PROSHARES TRultrapro qqq | $14,000 | – | 150 | +100.0% | 0.00% | – |
| HAS | HASBRO INC | $12,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $13,000 | +30.0% | 58 | 0.0% | 0.00% | 0.0% | |
| IYJ | ISHARES TRus industrials | $12,000 | +9.1% | 117 | 0.0% | 0.00% | 0.0% | |
| SNOW | New | SNOWFLAKE INCcl a | $11,000 | – | 50 | +100.0% | 0.00% | – |
| A | AGILENT TECHNOLOGIES INC | $13,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ING | ING GROEP N.V.sponsored adr | $14,000 | +27.3% | 1,124 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $11,000 | +37.5% | 60 | 0.0% | 0.00% | +50.0% | |
| DVY | ISHARES TRselect divid etf | $13,000 | +18.2% | 110 | 0.0% | 0.00% | 0.0% | |
| NWN | Sell | NORTHWEST NAT HLDG CO | $13,000 | -38.1% | 235 | -47.8% | 0.00% | -50.0% |
| SPLK | SPLUNK INC | $11,000 | -21.4% | 80 | 0.0% | 0.00% | -25.0% | |
| TRMB | TRIMBLE INC | $14,000 | +16.7% | 175 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW | $12,000 | -7.7% | 86 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $10,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% | |
| TWTR | TWITTER INC | $10,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $10,000 | +11.1% | 133 | 0.0% | 0.00% | 0.0% | |
| IAC | IAC INTERACTIVECORP NEW | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VFC | Buy | V F CORP | $9,000 | 0.0% | 107 | +0.9% | 0.00% | 0.0% |
| MTN | VAIL RESORTS INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $10,000 | – | 50 | +100.0% | 0.00% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $10,000 | – | 70 | +100.0% | 0.00% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $7,000 | 0.0% | 203 | +0.5% | 0.00% | 0.0% |
| STM | New | STMICROELECTRONICS N Vny registry | $10,000 | – | 250 | +100.0% | 0.00% | – |
| COUP | COUPA SOFTWARE INC | $10,000 | -28.6% | 40 | 0.0% | 0.00% | -50.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $9,000 | – | 100 | +100.0% | 0.00% | – |
| SA | New | SEABRIDGE GOLD INC | $9,000 | – | 550 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $7,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| ZS | ZSCALER INC | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| REGI | RENEWABLE ENERGY GROUP INC | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $8,000 | – | 50 | +100.0% | 0.00% | – |
| EQT | EQT CORP | $7,000 | +40.0% | 370 | 0.0% | 0.00% | +100.0% | |
| FBIO | FORTRESS BIOTECH INC | $7,000 | +16.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $10,000 | +11.1% | 170 | 0.0% | 0.00% | 0.0% | |
| PTGX | New | PROTAGONIST THERAPEUTICS INC | $8,000 | – | 300 | +100.0% | 0.00% | – |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $10,000 | +11.1% | 250 | 0.0% | 0.00% | 0.0% | |
| TREX | New | TREX CO INC | $6,000 | – | 70 | +100.0% | 0.00% | – |
| POST | POST HLDGS INC | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| PINS | Sell | PINTEREST INCcl a | $6,000 | -57.1% | 80 | -63.6% | 0.00% | -75.0% |
| COP | Sell | CONOCOPHILLIPS | $6,000 | -98.9% | 119 | -99.2% | 0.00% | -99.3% |
| OGIG | New | OSI ETF TR | $3,000 | – | 50 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $6,000 | – | 35 | +100.0% | 0.00% | – |
| CBAY | New | CYMABAY THERAPEUTICS INC | $4,000 | – | 800 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $3,000 | +50.0% | 55 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| NMTR | 9 METERS BIOPHARMA INC | $5,000 | +66.7% | 4,000 | 0.0% | 0.00% | 0.0% | |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $4,000 | – | 100 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| TRVN | New | TREVENA INC | $4,000 | – | 2,000 | +100.0% | 0.00% | – |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $3,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MRO | Sell | MARATHON OIL CORP | $4,000 | +33.3% | 416 | -1.0% | 0.00% | 0.0% |
| MGA | New | MAGNA INTL INC | $6,000 | – | 70 | +100.0% | 0.00% | – |
| ETRN | EQUITRANS MIDSTREAM CORP | $4,000 | 0.0% | 456 | 0.0% | 0.00% | 0.0% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSONadr b sek 10 | $5,000 | – | 400 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC | $3,000 | +50.0% | 44 | 0.0% | 0.00% | 0.0% | |
| JD | New | JD.COM INCspon adr cl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| VERU | New | VERU INC | $5,000 | – | 500 | +100.0% | 0.00% | – |
| IJR | ISHARES TRcore s&p scp etf | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VRTS | VIRTUS INVT PARTNERS INC | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| FSR | New | FISKER INC | $3,000 | – | 150 | +100.0% | 0.00% | – |
| IBB | ISHARES TRnasdaq biotech | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ALDX | New | ALDEYRA THERAPEUTICS INC | $5,000 | – | 400 | +100.0% | 0.00% | – |
| ATNM | ACTINIUM PHARMACEUTICALS INC | $5,000 | 0.0% | 598 | 0.0% | 0.00% | 0.0% | |
| GCP | GCP APPLIED TECHNOLOGIES INC | $4,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| ZSAN | ZOSANO PHARMA CORP | $4,000 | +100.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ADNT | ADIENT PLC | $3,000 | +50.0% | 58 | 0.0% | 0.00% | 0.0% | |
| GM | New | GENERAL MTRS CO | $6,000 | – | 100 | +100.0% | 0.00% | – |
| GILD | GILEAD SCIENCES INC | $5,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| APTV | New | APTIV PLC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| LILA | New | LIBERTY LATIN AMERICA LTD | $4,000 | – | 300 | +100.0% | 0.00% | – |
| HPQ | Sell | HP INC | $6,000 | -62.5% | 200 | -69.2% | 0.00% | -75.0% |
| RLGY | REALOGY HLDGS CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $3,000 | -40.0% | 114 | -52.5% | 0.00% | 0.0% |
| RXT | RACKSPACE TECHNOLOGY INC | $5,000 | +25.0% | 225 | 0.0% | 0.00% | 0.0% | |
| QRVO | New | QORVO INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| EXEL | EXELIXIS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| WORK | SLACK TECHNOLOGIES INC | $2,000 | -33.3% | 60 | 0.0% | 0.00% | -100.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $2,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | |
| NLOK | NORTONLIFELOCK INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $1,000 | – | 150 | +100.0% | 0.00% | – |
| GES | GUESS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| TYG | TORTOISE ENERGY INFRA CORP | $2,000 | 0.0% | 75 | 0.0% | 0.00% | -100.0% | |
| AZRX | AZURRX BIOPHARMA INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| REAL | THE REALREAL INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| FNKO | FUNKO INC | $2,000 | +100.0% | 127 | 0.0% | 0.00% | – | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| ISRG | INTUITIVE SURGICAL INC | $1,000 | -50.0% | 2 | 0.0% | 0.00% | -100.0% | |
| MOTS | MOTUS GI HLDGS INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| FOXA | Exit | FOX CORP | $0 | – | -28 | -100.0% | 0.00% | – |
| JWN | NORDSTROM INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | |
| SNGX | SOLIGENIX INC | $2,000 | +100.0% | 1,000 | 0.0% | 0.00% | – | |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -111 | -100.0% | -0.00% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -85 | -100.0% | -0.00% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -40 | -100.0% | -0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -1,192 | -100.0% | -0.01% | – |
| TIF | Exit | TIFFANY & CO NEW | $0 | – | -300 | -100.0% | -0.01% | – |
| WPX | Exit | WPX ENERGY INC | $0 | – | -4,800 | -100.0% | -0.01% | – |
| BHLB | Exit | BERKSHIRE HILLS BANCORP INC | $0 | – | -2,743 | -100.0% | -0.01% | – |
| TCP | Exit | TC PIPELINES LP | $0 | – | -1,801 | -100.0% | -0.01% | – |
| APA | Exit | APACHE CORP | $0 | – | -4,007 | -100.0% | -0.02% | – |
| LVHD | Exit | LEGG MASON ETF INVT TRl vol h div etf | $0 | – | -3,000 | -100.0% | -0.03% | – |
| TTE | Exit | TOTAL SEsponsored ads | $0 | – | -12,500 | -100.0% | -0.14% | – |
| CI | Exit | CIGNA CORP NEWput | $0 | – | -3,000 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 3.3% |
| CSX CORP | 42 | Q3 2023 | 2.8% |
| Microsoft Corporation | 42 | Q3 2023 | 4.3% |
| Walt Disney Co. | 42 | Q3 2023 | 2.7% |
| CVS HEALTH CORP | 42 | Q3 2023 | 4.1% |
| INTEL CORP | 42 | Q3 2023 | 2.2% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 3.1% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 2.2% |
| ChevronTexaco Corp. | 42 | Q3 2023 | 2.3% |
| KEYCORP NEW | 42 | Q3 2023 | 2.6% |
View Hartford Financial Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-27 |
View Hartford Financial Management 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.