$415 Million is the total value of Hartford Financial Management Inc.'s 385 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $16,494,000 | -8.4% | 53,498 | -0.1% | 3.98% | -4.9% |
| AAPL | Sell | APPLE INC | $11,684,000 | -2.1% | 66,916 | -0.5% | 2.82% | +1.5% |
| CSX | Sell | CSX CORP | $10,812,000 | -0.8% | 288,713 | -0.4% | 2.61% | +3.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $8,987,000 | +0.7% | 15,606 | -0.7% | 2.17% | +4.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,103,000 | -14.5% | 59,442 | -0.7% | 1.96% | -11.3% |
| JPSE | Buy | J P MORGAN EXCHANGE-TRADED Fdiversfd eqt etf | $8,066,000 | -2.9% | 184,119 | +1.9% | 1.95% | +0.8% |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $7,845,000 | -12.7% | 115,949 | -0.7% | 1.89% | -9.5% |
| HD | Sell | HOME DEPOT INC | $6,693,000 | -28.1% | 22,359 | -0.3% | 1.62% | -25.4% |
| AWK | AMERICAN WTR WKS CO INC NEW | $6,621,000 | -12.4% | 40,000 | 0.0% | 1.60% | -9.1% | |
| CVX | Sell | CHEVRON CORP NEW | $6,390,000 | +38.0% | 39,244 | -0.5% | 1.54% | +43.1% |
| ABT | Buy | ABBOTT LABS | $6,371,000 | -15.9% | 53,831 | +0.0% | 1.54% | -12.7% |
| DIS | Buy | DISNEY WALT CO | $6,160,000 | -10.9% | 44,914 | +0.6% | 1.49% | -7.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $5,888,000 | +4.0% | 33,223 | +0.4% | 1.42% | +7.8% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $5,807,000 | -8.6% | 38,934 | -0.7% | 1.40% | -5.1% |
| WM | WASTE MGMT INC DEL | $5,762,000 | -5.0% | 36,355 | 0.0% | 1.39% | -1.5% | |
| PEP | PEPSICO INC | $5,680,000 | -3.6% | 33,933 | 0.0% | 1.37% | -0.1% | |
| HON | Sell | HONEYWELL INTL INC | $5,644,000 | -7.2% | 29,008 | -0.6% | 1.36% | -3.8% |
| INTC | Sell | INTEL CORP | $5,587,000 | -7.9% | 112,737 | -4.2% | 1.35% | -4.4% |
| CAT | Sell | CATERPILLAR INC | $5,444,000 | +7.7% | 24,434 | -0.0% | 1.31% | +11.7% |
| ACN | ACCENTURE PLC IRELAND | $5,413,000 | -18.7% | 16,050 | 0.0% | 1.31% | -15.6% | |
| AMAT | Sell | APPLIED MATLS INC | $5,344,000 | -16.9% | 40,545 | -0.8% | 1.29% | -13.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,150,000 | -6.8% | 33,706 | -0.2% | 1.24% | -3.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $5,032,000 | -9.9% | 12,082 | -0.8% | 1.21% | -6.5% |
| DHR | Sell | DANAHER CORPORATION | $4,983,000 | -11.2% | 16,987 | -0.4% | 1.20% | -7.8% |
| DE | DEERE & CO | $4,959,000 | +21.2% | 11,935 | 0.0% | 1.20% | +25.8% | |
| XOM | Sell | EXXON MOBIL CORP | $4,796,000 | +34.8% | 58,075 | -0.1% | 1.16% | +39.7% |
| NSC | NORFOLK SOUTHN CORP | $4,735,000 | -4.2% | 16,600 | 0.0% | 1.14% | -0.6% | |
| ITW | ILLINOIS TOOL WKS INC | $4,615,000 | -15.1% | 22,040 | 0.0% | 1.11% | -12.0% | |
| KEY | Sell | KEYCORP | $4,487,000 | -4.0% | 200,481 | -0.8% | 1.08% | -0.5% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,418,000 | +12.6% | 87,892 | +13.1% | 1.07% | +16.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $4,343,000 | +14.8% | 43,834 | -0.3% | 1.05% | +19.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,318,000 | -2.2% | 1,546 | +1.3% | 1.04% | +1.5% |
| V | Buy | VISA INC | $4,280,000 | +2.7% | 19,301 | +0.3% | 1.03% | +6.5% |
| LLY | LILLY ELI & CO | $4,268,000 | +3.7% | 14,903 | 0.0% | 1.03% | +7.6% | |
| UNP | Sell | UNION PAC CORP | $4,186,000 | +7.6% | 15,322 | -0.8% | 1.01% | +11.6% |
| ABBV | Buy | ABBVIE INC | $4,069,000 | +20.2% | 25,100 | +0.4% | 0.98% | +24.8% |
| NEE | NEXTERA ENERGY INC | $4,066,000 | -9.3% | 48,000 | 0.0% | 0.98% | -5.9% | |
| PULS | Sell | PGIM ETF TRultra short | $4,060,000 | -6.2% | 82,495 | -5.7% | 0.98% | -2.8% |
| D | Buy | DOMINION ENERGY INC | $3,849,000 | +8.5% | 45,300 | +0.3% | 0.93% | +12.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,696,000 | +16.7% | 10,473 | -1.1% | 0.89% | +21.2% |
| CVS | Sell | CVS HEALTH CORP | $3,676,000 | -3.3% | 36,316 | -1.5% | 0.89% | +0.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,588,000 | +16.1% | 49,131 | -0.9% | 0.87% | +20.4% |
| NJR | NEW JERSEY RES CORP | $3,508,000 | +11.7% | 76,500 | 0.0% | 0.85% | +15.9% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $3,454,000 | -14.9% | 28,041 | -1.3% | 0.83% | -11.8% |
| MRK | Buy | MERCK & CO INC | $3,378,000 | +7.3% | 41,167 | +0.3% | 0.82% | +11.3% |
| TGT | Buy | TARGET CORP | $3,352,000 | -8.3% | 15,796 | +0.0% | 0.81% | -4.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,330,000 | -5.1% | 53,042 | +0.3% | 0.80% | -1.6% |
| AMZN | Buy | AMAZON COM INC | $3,306,000 | -1.5% | 1,014 | +0.7% | 0.80% | +2.0% |
| TXN | Buy | TEXAS INSTRS INC | $3,279,000 | -2.7% | 17,874 | +0.0% | 0.79% | +1.0% |
| MUB | Buy | ISHARES TRnational mun etf | $3,246,000 | +59.3% | 29,605 | +68.9% | 0.78% | +65.2% |
| ETN | EATON CORP PLC | $3,035,000 | -12.2% | 20,000 | 0.0% | 0.73% | -9.0% | |
| ORCL | Sell | ORACLE CORP | $3,011,000 | -5.8% | 36,394 | -0.7% | 0.73% | -2.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,911,000 | -8.4% | 12,793 | -0.7% | 0.70% | -5.0% |
| PH | PARKER-HANNIFIN CORP | $2,843,000 | -10.8% | 10,020 | 0.0% | 0.69% | -7.4% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,754,000 | -10.8% | 9,525 | 0.0% | 0.66% | -7.5% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,730,000 | -0.0% | 5,353 | -1.6% | 0.66% | +3.8% |
| PLD | Sell | PROLOGIS INC. | $2,714,000 | -5.1% | 16,806 | -1.1% | 0.66% | -1.5% |
| LOW | Sell | LOWES COS INC | $2,658,000 | -22.4% | 13,144 | -0.8% | 0.64% | -19.6% |
| PFE | PFIZER INC | $2,650,000 | -12.3% | 51,194 | 0.0% | 0.64% | -9.1% | |
| MKC | MCCORMICK & CO INC | $2,595,000 | +3.3% | 26,000 | 0.0% | 0.63% | +7.2% | |
| WRK | Sell | WESTROCK CO | $2,594,000 | +5.6% | 55,160 | -0.4% | 0.63% | +9.6% |
| GPC | Sell | GENUINE PARTS CO | $2,578,000 | -10.2% | 20,459 | -0.1% | 0.62% | -6.9% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,547,000 | -4.4% | 8,312 | 0.0% | 0.61% | -0.8% | |
| MO | ALTRIA GROUP INC | $2,444,000 | +10.3% | 46,769 | 0.0% | 0.59% | +14.6% | |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $2,386,000 | -30.8% | 175,839 | -23.5% | 0.58% | -28.2% |
| SO | SOUTHERN CO | $2,375,000 | +5.7% | 32,749 | 0.0% | 0.57% | +9.8% | |
| ENB | Sell | ENBRIDGE INC | $2,200,000 | +17.6% | 47,727 | -0.2% | 0.53% | +22.1% |
| WMT | Buy | WALMART INC | $2,135,000 | +3.7% | 14,335 | +0.8% | 0.52% | +7.5% |
| BAC | Sell | BK OF AMERICA CORP | $2,094,000 | -8.0% | 50,811 | -0.6% | 0.50% | -4.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $2,086,000 | +5.3% | 18,685 | -1.0% | 0.50% | +9.1% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,049,000 | +4.3% | 45,775 | +10.3% | 0.49% | +8.1% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $2,043,000 | -19.6% | 4,483 | 0.0% | 0.49% | -16.6% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,028,000 | -8.3% | 43,316 | -1.4% | 0.49% | -4.9% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $2,021,000 | -8.1% | 53,323 | -0.1% | 0.49% | -4.5% |
| VZ | VERIZON COMMUNICATIONS INC | $2,020,000 | -2.0% | 39,658 | 0.0% | 0.49% | +1.7% | |
| PM | PHILIP MORRIS INTL INC | $1,992,000 | -1.1% | 21,210 | 0.0% | 0.48% | +2.6% | |
| FB | Sell | META PLATFORMS INCcl a | $1,962,000 | -37.2% | 8,825 | -5.0% | 0.47% | -34.8% |
| DD | Sell | DUPONT DE NEMOURS INC | $1,912,000 | -9.5% | 25,980 | -0.7% | 0.46% | -6.1% |
| BDX | BECTON DICKINSON & CO | $1,887,000 | +5.8% | 7,094 | 0.0% | 0.46% | +9.6% | |
| MMM | Sell | 3M CO | $1,882,000 | -16.5% | 12,640 | -0.3% | 0.45% | -13.4% |
| WBS | Sell | WEBSTER FINL CORP | $1,858,000 | +0.5% | 33,103 | -0.0% | 0.45% | +4.2% |
| USB | US BANCORP DEL | $1,851,000 | -5.4% | 34,823 | 0.0% | 0.45% | -1.8% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,824,000 | -12.2% | 23,699 | -0.7% | 0.44% | -8.9% |
| PSX | Sell | PHILLIPS 66 | $1,794,000 | +18.7% | 20,761 | -0.5% | 0.43% | +23.0% |
| PAYX | PAYCHEX INC | $1,771,000 | 0.0% | 12,976 | 0.0% | 0.43% | +3.6% | |
| EMR | EMERSON ELEC CO | $1,726,000 | +5.5% | 17,600 | 0.0% | 0.42% | +9.5% | |
| NFG | Sell | NATIONAL FUEL GAS CO | $1,703,000 | +5.8% | 24,792 | -1.5% | 0.41% | +9.9% |
| BA | Buy | BOEING CO | $1,657,000 | -4.5% | 8,653 | +0.4% | 0.40% | -0.7% |
| WMB | Sell | WILLIAMS COS INC | $1,613,000 | +27.3% | 48,274 | -0.8% | 0.39% | +31.9% |
| AEP | AMERICAN ELEC PWR CO INC | $1,546,000 | +12.1% | 15,500 | 0.0% | 0.37% | +16.2% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $1,501,000 | +0.1% | 7,000 | 0.0% | 0.36% | +3.7% | |
| SYY | SYSCO CORP | $1,470,000 | +4.0% | 18,000 | 0.0% | 0.36% | +7.9% | |
| CMI | CUMMINS INC | $1,399,000 | -6.0% | 6,823 | 0.0% | 0.34% | -2.6% | |
| NVDA | NVIDIA CORPORATION | $1,380,000 | -7.2% | 5,056 | 0.0% | 0.33% | -3.8% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,321,000 | -2.7% | 10,157 | +0.0% | 0.32% | +0.9% |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $1,309,000 | -12.6% | 24,821 | -0.2% | 0.32% | -9.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,292,000 | -2.5% | 8,189 | +0.6% | 0.31% | +1.3% |
| BAX | Sell | BAXTER INTL INC | $1,280,000 | -14.2% | 16,512 | -4.9% | 0.31% | -11.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $1,263,000 | -21.1% | 19,255 | -2.2% | 0.30% | -18.0% |
| APD | AIR PRODS & CHEMS INC | $1,250,000 | -17.8% | 5,000 | 0.0% | 0.30% | -14.7% | |
| DEO | DIAGEO PLCspon adr new | $1,219,000 | -7.7% | 6,000 | 0.0% | 0.29% | -4.2% | |
| IP | Buy | INTERNATIONAL PAPER CO | $1,215,000 | -1.0% | 26,337 | +0.9% | 0.29% | +2.8% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,159,000 | -16.5% | 25,262 | -1.3% | 0.28% | -13.3% |
| MCD | MCDONALDS CORP | $1,126,000 | -7.8% | 4,553 | 0.0% | 0.27% | -4.2% | |
| DOW | DOW INC | $1,111,000 | +12.3% | 17,441 | 0.0% | 0.27% | +16.5% | |
| CI | CIGNA CORP NEW | $1,095,000 | +4.4% | 4,568 | 0.0% | 0.26% | +8.2% | |
| GS | GOLDMAN SACHS GROUP INC | $1,089,000 | -13.7% | 3,300 | 0.0% | 0.26% | -10.2% | |
| GLW | CORNING INC | $1,034,000 | -0.9% | 28,002 | 0.0% | 0.25% | +2.5% | |
| PNW | PINNACLE WEST CAP CORP | $1,015,000 | +10.6% | 13,000 | 0.0% | 0.24% | +15.0% | |
| EXC | EXELON CORP | $976,000 | -17.6% | 20,500 | 0.0% | 0.24% | -14.5% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $923,000 | +17.6% | 35,766 | +0.0% | 0.22% | +21.9% |
| FTV | Buy | FORTIVE CORP | $906,000 | -19.3% | 14,870 | +1.1% | 0.22% | -16.1% |
| AVGO | BROADCOM INC | $891,000 | -5.4% | 1,415 | 0.0% | 0.22% | -1.8% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $890,000 | -3.4% | 320 | +0.6% | 0.22% | +0.5% |
| TD | Buy | TORONTO DOMINION BK ONT | $841,000 | +4.6% | 10,584 | +1.0% | 0.20% | +8.6% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $836,000 | +19.4% | 16,500 | +20.4% | 0.20% | +23.9% |
| MPC | Buy | MARATHON PETE CORP | $805,000 | +33.7% | 9,410 | +0.0% | 0.19% | +38.6% |
| CTVA | CORTEVA INC | $745,000 | +21.5% | 12,969 | 0.0% | 0.18% | +25.9% | |
| JCPB | New | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $679,000 | – | 13,292 | +100.0% | 0.16% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $650,000 | -11.4% | 1,100 | 0.0% | 0.16% | -8.2% | |
| KO | COCA COLA CO | $645,000 | +4.7% | 10,411 | 0.0% | 0.16% | +9.1% | |
| AXP | Sell | AMERICAN EXPRESS CO | $629,000 | +13.1% | 3,362 | -1.0% | 0.15% | +17.8% |
| LYB | LYONDELLBASELL INDUSTRIES N | $617,000 | +11.6% | 6,000 | 0.0% | 0.15% | +15.5% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $546,000 | -8.8% | 1,505 | -0.1% | 0.13% | -5.0% |
| GLD | SPDR GOLD TR | $530,000 | +5.6% | 2,936 | 0.0% | 0.13% | +9.4% | |
| MA | MASTERCARD INCORPORATEDcl a | $484,000 | -0.4% | 1,353 | 0.0% | 0.12% | +3.5% | |
| FDX | FEDEX CORP | $463,000 | -10.4% | 2,000 | 0.0% | 0.11% | -6.7% | |
| WFC | WELLS FARGO CO NEW | $465,000 | +1.1% | 9,595 | 0.0% | 0.11% | +4.7% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $464,000 | -9.9% | 1,673 | -0.7% | 0.11% | -6.7% |
| RTM | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $448,000 | +2.8% | 2,424 | 0.0% | 0.11% | +6.9% | |
| VOO | VANGUARD INDEX FDS | $415,000 | -5.0% | 1,000 | 0.0% | 0.10% | -2.0% | |
| COF | CAPITAL ONE FINL CORP | $394,000 | -9.4% | 3,000 | 0.0% | 0.10% | -5.9% | |
| New | CONSTELLATION ENERGY CORP | $384,000 | – | 6,833 | +100.0% | 0.09% | – | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $367,000 | +15.0% | 34,135 | 0.0% | 0.09% | +20.3% | |
| HSY | Buy | HERSHEY CO | $362,000 | +12.1% | 1,673 | +0.1% | 0.09% | +16.0% |
| TFC | TRUIST FINL CORP | $315,000 | -3.1% | 5,549 | 0.0% | 0.08% | 0.0% | |
| ET | ENERGY TRANSFER L P | $304,000 | +36.3% | 27,134 | 0.0% | 0.07% | +40.4% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $289,000 | -2.0% | 4,000 | 0.0% | 0.07% | +1.4% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $286,000 | -29.4% | 2,048 | -4.7% | 0.07% | -26.6% |
| T | Sell | AT&T INC | $282,000 | -34.1% | 11,942 | -31.3% | 0.07% | -32.0% |
| NKE | Sell | NIKE INCcl b | $276,000 | -22.9% | 2,049 | -4.7% | 0.07% | -19.3% |
| GIS | GENERAL MLS INC | $271,000 | +0.4% | 4,000 | 0.0% | 0.06% | +3.2% | |
| TT | TRANE TECHNOLOGIES PLC | $257,000 | -24.6% | 1,686 | 0.0% | 0.06% | -21.5% | |
| CL | Buy | COLGATE PALMOLIVE CO | $244,000 | -9.3% | 3,219 | +2.2% | 0.06% | -6.3% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $237,000 | -3.7% | 7,777 | -3.5% | 0.06% | 0.0% |
| NFLX | Buy | NETFLIX INC | $236,000 | -36.2% | 630 | +2.6% | 0.06% | -33.7% |
| NUE | NUCOR CORP | $223,000 | +30.4% | 1,500 | 0.0% | 0.05% | +35.0% | |
| YUM | YUM BRANDS INC | $218,000 | -14.8% | 1,840 | 0.0% | 0.05% | -11.7% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $213,000 | +12.1% | 10,665 | 0.0% | 0.05% | +15.9% | |
| FENC | FENNEC PHARMACEUTICALS INC | $195,000 | +27.5% | 34,848 | 0.0% | 0.05% | +30.6% | |
| ANTM | Buy | ANTHEM INC | $187,000 | +405.4% | 380 | +375.0% | 0.04% | +400.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $181,000 | +4.0% | 2,516 | 0.0% | 0.04% | +10.0% | |
| GENERAL ELECTRIC CO | $183,000 | -3.2% | 2,005 | 0.0% | 0.04% | 0.0% | ||
| TSLA | Buy | TESLA INC | $184,000 | +5.7% | 171 | +3.6% | 0.04% | +10.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $175,000 | +4.8% | 2,500 | 0.0% | 0.04% | +7.7% | |
| TBT | PROSHARES TR | $170,000 | +21.4% | 8,300 | 0.0% | 0.04% | +24.2% | |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $168,000 | +60.0% | 3,372 | +71.1% | 0.04% | +70.8% |
| APA | Buy | APA CORPORATION | $162,000 | +54.3% | 3,916 | +0.1% | 0.04% | +62.5% |
| PSA | PUBLIC STORAGE | $161,000 | +4.5% | 412 | 0.0% | 0.04% | +8.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $163,000 | -2.4% | 1,188 | 0.0% | 0.04% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $154,000 | +6.2% | 2,000 | 0.0% | 0.04% | +8.8% | |
| SCHW | SCHWAB CHARLES CORP | $152,000 | +0.7% | 1,800 | 0.0% | 0.04% | +5.7% | |
| DVN | DEVON ENERGY CORP NEW | $146,000 | +33.9% | 2,476 | 0.0% | 0.04% | +40.0% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $143,000 | -0.7% | 697 | +7.9% | 0.03% | +3.0% |
| QCOM | Buy | QUALCOMM INC | $141,000 | -13.0% | 920 | +3.7% | 0.03% | -10.5% |
| UGI | UGI CORP NEW | $136,000 | -20.9% | 3,755 | 0.0% | 0.03% | -17.5% | |
| NI | NISOURCE INC | $133,000 | +15.7% | 4,168 | 0.0% | 0.03% | +18.5% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $134,000 | -1.5% | 3,493 | 0.0% | 0.03% | 0.0% | |
| CSCO | Buy | CISCO SYS INC | $132,000 | -8.3% | 2,375 | +4.4% | 0.03% | -3.0% |
| TJX | Sell | TJX COS INC NEW | $132,000 | -27.1% | 2,181 | -8.4% | 0.03% | -23.8% |
| PYPL | PAYPAL HLDGS INC | $127,000 | -38.6% | 1,099 | 0.0% | 0.03% | -35.4% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $126,000 | +240.5% | 555 | +258.1% | 0.03% | +233.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $122,000 | +5.2% | 2,278 | +9.6% | 0.03% | +7.4% |
| MTUM | ISHARES TRmsci usa mmentm | $121,000 | -7.6% | 718 | 0.0% | 0.03% | -3.3% | |
| UL | UNILEVER PLCspon adr new | $117,000 | -15.2% | 2,567 | 0.0% | 0.03% | -12.5% | |
| PANW | PALO ALTO NETWORKS INC | $111,000 | +11.0% | 179 | 0.0% | 0.03% | +17.4% | |
| RF | REGIONS FINANCIAL CORP NEW | $111,000 | +1.8% | 5,000 | 0.0% | 0.03% | +8.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $104,000 | -39.2% | 1,563 | -13.5% | 0.02% | -37.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $97,000 | +79.6% | 214 | +87.7% | 0.02% | +76.9% |
| PCAR | PACCAR INC | $95,000 | 0.0% | 1,073 | 0.0% | 0.02% | +4.5% | |
| ILMN | ILLUMINA INC | $96,000 | -8.6% | 275 | 0.0% | 0.02% | -4.2% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $93,000 | +19.2% | 671 | 0.0% | 0.02% | +22.2% | |
| OKE | Buy | ONEOK INC NEW | $88,000 | +20.5% | 1,246 | +0.7% | 0.02% | +23.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $89,000 | +78.0% | 796 | +78.5% | 0.02% | +75.0% |
| UAN | CVR PARTNERS LP | $89,000 | +67.9% | 644 | 0.0% | 0.02% | +75.0% | |
| YUMC | YUM CHINA HLDGS INC | $81,000 | -16.5% | 1,940 | 0.0% | 0.02% | -13.0% | |
| CC | CHEMOURS CO | $81,000 | -5.8% | 2,560 | 0.0% | 0.02% | 0.0% | |
| MDT | MEDTRONIC PLC | $81,000 | +6.6% | 732 | 0.0% | 0.02% | +11.1% | |
| RYN | RAYONIER INC | $82,000 | +1.2% | 2,005 | 0.0% | 0.02% | +5.3% | |
| TNA | Buy | DIREXION SHS ETF TRdly smcap bull3x | $82,000 | +141.2% | 1,294 | +224.3% | 0.02% | +150.0% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $78,000 | -40.0% | 897 | -18.2% | 0.02% | -36.7% |
| LMT | LOCKHEED MARTIN CORP | $78,000 | +23.8% | 177 | 0.0% | 0.02% | +26.7% | |
| IMV | IMV INC | $80,000 | +15.9% | 56,463 | 0.0% | 0.02% | +18.8% | |
| SDOG | ALPS ETF TRsectr div dogs | $76,000 | +2.7% | 1,377 | 0.0% | 0.02% | +5.9% | |
| IR | INGERSOLL RAND INC | $74,000 | -18.7% | 1,465 | 0.0% | 0.02% | -14.3% | |
| VHT | VANGUARD WORLD FDShealth car etf | $76,000 | -5.0% | 300 | 0.0% | 0.02% | -5.3% | |
| GPN | GLOBAL PMTS INC | $71,000 | +1.4% | 518 | 0.0% | 0.02% | +6.2% | |
| CNP | Sell | CENTERPOINT ENERGY INC | $71,000 | +6.0% | 2,320 | -2.8% | 0.02% | +6.2% |
| BP | Sell | BP PLCsponsored adr | $71,000 | -32.4% | 2,429 | -38.2% | 0.02% | -29.2% |
| XT | ISHARES TRexponential tech | $69,000 | -10.4% | 1,168 | 0.0% | 0.02% | -5.6% | |
| MKSI | MKS INSTRS INC | $71,000 | -13.4% | 473 | 0.0% | 0.02% | -10.5% | |
| TRP | TC ENERGY CORP | $67,000 | +19.6% | 1,196 | 0.0% | 0.02% | +23.1% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $66,000 | -30.5% | 160 | 0.0% | 0.02% | -27.3% | |
| ENV | ENVESTNET INC | $67,000 | -5.6% | 900 | 0.0% | 0.02% | -5.9% | |
| VTRS | VIATRIS INC | $68,000 | -20.0% | 6,274 | 0.0% | 0.02% | -20.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $66,000 | -2.9% | 500 | 0.0% | 0.02% | 0.0% | |
| C | CITIGROUP INC | $66,000 | -12.0% | 1,241 | 0.0% | 0.02% | -5.9% | |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $61,000 | -49.2% | 1,324 | -32.4% | 0.02% | -46.4% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $57,000 | +1.8% | 675 | -6.9% | 0.01% | +7.7% |
| FTNT | FORTINET INC | $57,000 | -5.0% | 166 | 0.0% | 0.01% | 0.0% | |
| NMG | NOUVEAU MONDE GRAPHITE INC | $58,000 | -1.7% | 8,415 | 0.0% | 0.01% | 0.0% | |
| NGVT | Sell | INGEVITY CORP | $58,000 | -15.9% | 898 | -6.7% | 0.01% | -12.5% |
| KLAC | KLA CORP | $60,000 | -14.3% | 163 | 0.0% | 0.01% | -12.5% | |
| LRCX | LAM RESEARCH CORP | $52,000 | -25.7% | 97 | 0.0% | 0.01% | -18.8% | |
| CRM | SALESFORCE COM INC | $55,000 | -16.7% | 259 | 0.0% | 0.01% | -13.3% | |
| TRV | TRAVELERS COMPANIES INC | $51,000 | +18.6% | 278 | 0.0% | 0.01% | +20.0% | |
| IVV | ISHARES TRcore s&p500 etf | $49,000 | -3.9% | 107 | 0.0% | 0.01% | 0.0% | |
| OMC | OMNICOM GROUP INC | $51,000 | +15.9% | 600 | 0.0% | 0.01% | +20.0% | |
| NESRW | NATIONAL ENERGY SERVICES REU*w exp 06/06/202 | $49,000 | -41.0% | 48,010 | 0.0% | 0.01% | -36.8% | |
| ABNB | AIRBNB INC | $49,000 | +4.3% | 285 | 0.0% | 0.01% | +9.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $44,000 | -8.3% | 275 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $47,000 | -2.1% | 672 | 0.0% | 0.01% | 0.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $47,000 | -46.6% | 1,010 | +18.5% | 0.01% | -45.0% |
| DG | DOLLAR GEN CORP NEW | $45,000 | -4.3% | 200 | 0.0% | 0.01% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $47,000 | -2.1% | 1,400 | 0.0% | 0.01% | 0.0% | |
| IXUS | Buy | ISHARES TRcore msci total | $44,000 | -2.2% | 666 | +5.9% | 0.01% | +10.0% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $40,000 | – | 400 | +100.0% | 0.01% | – |
| ARKF | Sell | ARK ETF TRfintech innova | $42,000 | -49.4% | 1,431 | -29.5% | 0.01% | -47.4% |
| PNC | PNC FINL SVCS GROUP INC | $37,000 | -7.5% | 200 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $38,000 | -13.6% | 352 | +15.4% | 0.01% | -10.0% |
| FDS | FACTSET RESH SYS INC | $33,000 | -8.3% | 75 | 0.0% | 0.01% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $33,000 | 0.0% | 789 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $33,000 | -2.9% | 323 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $34,000 | +41.7% | 814 | 0.0% | 0.01% | +33.3% | |
| HASI | HANNON ARMSTRONG SUST INFR C | $34,000 | -10.5% | 707 | 0.0% | 0.01% | -11.1% | |
| UYG | PROSHARES TRultra fncls new | $27,000 | -3.6% | 420 | 0.0% | 0.01% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $30,000 | +3.4% | 744 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $28,000 | -6.7% | 466 | 0.0% | 0.01% | 0.0% | |
| TXT | TEXTRON INC | $30,000 | -3.2% | 400 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | BLACKSTONE INC | $29,000 | -3.3% | 231 | +0.9% | 0.01% | 0.0% |
| B | BARNES GROUP INC | $28,000 | -15.2% | 700 | 0.0% | 0.01% | -12.5% | |
| New | HARBOR ETF TRUSTall weather infl | $28,000 | – | 1,225 | +100.0% | 0.01% | – | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $31,000 | -40.4% | 540 | -27.0% | 0.01% | -41.7% |
| NAD | NUVEEN QUALITY MUNCP INCOME | $28,000 | -15.2% | 2,075 | 0.0% | 0.01% | -12.5% | |
| BIIB | BIOGEN INC | $24,000 | -14.3% | 115 | 0.0% | 0.01% | -14.3% | |
| COG | COTERRA ENERGY INC | $24,000 | +41.2% | 880 | 0.0% | 0.01% | +50.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $26,000 | -3.7% | 445 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $25,000 | +13.6% | 184 | 0.0% | 0.01% | +20.0% | |
| AGR | AVANGRID INC | $21,000 | -4.5% | 450 | 0.0% | 0.01% | 0.0% | |
| EWU | ISHARES TRmsci uk etf new | $22,000 | +4.8% | 642 | 0.0% | 0.01% | 0.0% | |
| EWG | ISHARES INCmsci germany etf | $21,000 | -12.5% | 732 | 0.0% | 0.01% | -16.7% | |
| ROKU | ROKU INC | $21,000 | -46.2% | 171 | 0.0% | 0.01% | -44.4% | |
| NOW | SERVICENOW INC | $22,000 | -15.4% | 40 | 0.0% | 0.01% | -16.7% | |
| ED | CONSOLIDATED EDISON INC | $20,000 | +11.1% | 207 | 0.0% | 0.01% | +25.0% | |
| RNP | COHEN & STEERS REIT & PFD & | $22,000 | -4.3% | 800 | 0.0% | 0.01% | 0.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $19,000 | -5.0% | 261 | 0.0% | 0.01% | 0.0% | |
| VTGN | VISTAGEN THERAPEUTICS INC | $20,000 | -35.5% | 16,000 | 0.0% | 0.01% | -28.6% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $16,000 | -5.9% | 325 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $15,000 | 0.0% | 51 | 0.0% | 0.00% | +33.3% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $16,000 | -11.1% | 58 | 0.0% | 0.00% | 0.0% | |
| VNRX | VOLITIONRX LTD | $15,000 | -6.2% | 5,000 | 0.0% | 0.00% | 0.0% | |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $16,000 | – | 500 | +100.0% | 0.00% | – |
| SNPS | SYNOPSYS INC | $17,000 | -5.6% | 50 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $17,000 | -26.1% | 1,250 | 0.0% | 0.00% | -20.0% | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $16,000 | – | 100 | +100.0% | 0.00% | – |
| NVO | NOVO-NORDISK A Sadr | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EBAY | Buy | EBAY INC. | $15,000 | +36.4% | 267 | +57.1% | 0.00% | +33.3% |
| ES | EVERSOURCE ENERGY | $17,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
| IVE | New | ISHARES TRs&p 500 val etf | $15,000 | – | 94 | +100.0% | 0.00% | – |
| NWN | NORTHWEST NAT HLDG CO | $12,000 | +9.1% | 235 | 0.0% | 0.00% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $14,000 | +7.7% | 110 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $13,000 | -13.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SCO | New | PROSHARES TR IIulsht bloomb oil | $12,000 | – | 2,000 | +100.0% | 0.00% | – |
| SNOW | SNOWFLAKE INCcl a | $11,000 | -35.3% | 50 | 0.0% | 0.00% | -25.0% | |
| VRP | INVESCO EXCH TRADED FD TR IIvar rate pfd | $12,000 | -7.7% | 505 | 0.0% | 0.00% | 0.0% | |
| IYJ | ISHARES TRus industrials | $12,000 | -7.7% | 117 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $12,000 | +33.3% | 119 | 0.0% | 0.00% | +50.0% | |
| MRO | MARATHON OIL CORP | $11,000 | +57.1% | 420 | 0.0% | 0.00% | +50.0% | |
| ING | ING GROEP N.V.sponsored adr | $12,000 | -25.0% | 1,124 | 0.0% | 0.00% | -25.0% | |
| COIN | COINBASE GLOBAL INC | $13,000 | -27.8% | 70 | 0.0% | 0.00% | -25.0% | |
| TSCO | TRACTOR SUPPLY CO | $14,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC | $13,000 | -13.3% | 175 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $12,000 | -63.6% | 877 | -52.0% | 0.00% | -62.5% | |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $13,000 | -50.0% | 300 | -50.0% | 0.00% | -50.0% |
| CLX | CLOROX CO DEL | $14,000 | -17.6% | 99 | 0.0% | 0.00% | -25.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $13,000 | +30.0% | 173 | 0.0% | 0.00% | +50.0% | |
| EQT | EQT CORP | $13,000 | +62.5% | 370 | 0.0% | 0.00% | +50.0% | |
| A | AGILENT TECHNOLOGIES INC | $13,000 | -18.8% | 100 | 0.0% | 0.00% | -25.0% | |
| XSD | SPDR SER TRs&p semicndctr | $11,000 | -15.4% | 55 | 0.0% | 0.00% | 0.0% | |
| New | SHELL PLCspon ads | $14,000 | – | 250 | +100.0% | 0.00% | – | |
| SPLK | SPLUNK INC | $12,000 | +33.3% | 80 | 0.0% | 0.00% | +50.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $11,000 | -59.3% | 98 | -56.4% | 0.00% | -50.0% |
| SBUX | STARBUCKS CORP | $11,000 | -21.4% | 122 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $11,000 | -8.3% | 250 | 0.0% | 0.00% | 0.0% | |
| HPQ | Buy | HP INC | $13,000 | +62.5% | 354 | +77.0% | 0.00% | +50.0% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $12,000 | +33.3% | 316 | +54.1% | 0.00% | +50.0% |
| SHOP | SHOPIFY INCcl a | $7,000 | -50.0% | 10 | 0.0% | 0.00% | -33.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $8,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $10,000 | -28.6% | 58 | 0.0% | 0.00% | -33.3% | |
| ZS | ZSCALER INC | $10,000 | -23.1% | 40 | 0.0% | 0.00% | -33.3% | |
| REGN | REGENERON PHARMACEUTICALS | $7,000 | +16.7% | 10 | 0.0% | 0.00% | +100.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $8,000 | -38.5% | 100 | 0.0% | 0.00% | -33.3% | |
| MTN | VAIL RESORTS INC | $7,000 | -12.5% | 25 | 0.0% | 0.00% | 0.0% | |
| HAS | HASBRO INC | $10,000 | -23.1% | 124 | 0.0% | 0.00% | -33.3% | |
| UAL | UNITED AIRLS HLDGS INC | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SA | SEABRIDGE GOLD INC | $10,000 | +11.1% | 550 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $10,000 | -37.5% | 60 | 0.0% | 0.00% | -50.0% | |
| PCT | PURECYCLE TECHNOLOGIES INC | $7,000 | -12.5% | 836 | 0.0% | 0.00% | 0.0% | |
| NLOK | Buy | NORTONLIFELOCK INC | $8,000 | +166.7% | 296 | +196.0% | 0.00% | +100.0% |
| VMW | VMWARE INC | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW | $9,000 | -18.2% | 86 | 0.0% | 0.00% | -33.3% | |
| XLC | SELECT SECTOR SPDR TR | $7,000 | -12.5% | 103 | 0.0% | 0.00% | 0.0% | |
| AVDL | New | AVADEL PHARMACEUTICALS PLCsponsored adr | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| UNM | UNUM GROUP | $6,000 | +50.0% | 176 | 0.0% | 0.00% | 0.0% | |
| FICO | New | FAIR ISAAC CORP | $6,000 | – | 12 | +100.0% | 0.00% | – |
| PCTTU | PURECYCLE TECHNOLOGIES INCunit 03/17/2026 | $6,000 | -25.0% | 675 | 0.0% | 0.00% | -50.0% | |
| QRVO | QORVO INC | $3,000 | -25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RH | New | RH | $4,000 | – | 13 | +100.0% | 0.00% | – |
| GLYC | GLYCOMIMETICS INC | $4,000 | -20.0% | 3,500 | 0.0% | 0.00% | 0.0% | |
| RLGY | REALOGY HLDGS CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $3,000 | -50.0% | 60 | 0.0% | 0.00% | 0.0% | ||
| RHI | New | ROBERT HALF INTL INC | $5,000 | – | 48 | +100.0% | 0.00% | – |
| LYFT | LYFT INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $3,000 | -25.0% | 376 | 0.0% | 0.00% | 0.0% | |
| IAC | IAC INTERACTIVECORP NEW | $4,000 | -20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| IDXX | New | IDEXX LABS INC | $5,000 | – | 10 | +100.0% | 0.00% | – |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| INCY | New | INCYTE CORP | $6,000 | – | 78 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $6,000 | – | 50 | +100.0% | 0.00% | – |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $6,000 | -14.3% | 35 | 0.0% | 0.00% | -50.0% | |
| SNAP | SNAP INCcl a | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DUTCH BROS INCcl a | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| SQ | Buy | BLOCK INCcl a | $6,000 | +200.0% | 43 | +258.3% | 0.00% | – |
| RGR | STURM RUGER & CO INC | $5,000 | +25.0% | 65 | 0.0% | 0.00% | 0.0% | |
| DECK | New | DECKERS OUTDOOR CORP | $5,000 | – | 19 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,000 | -14.3% | 40 | 0.0% | 0.00% | -50.0% | |
| COUP | COUPA SOFTWARE INC | $4,000 | -33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| TER | New | TERADYNE INC | $6,000 | – | 49 | +100.0% | 0.00% | – |
| TGTX | TG THERAPEUTICS INC | $3,000 | -57.1% | 353 | 0.0% | 0.00% | -50.0% | |
| NVS | NOVARTIS AGsponsored adr | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ME | New | 23ANDME HOLDING CO | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| TWTR | TWITTER INC | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VFC | Buy | V F CORP | $6,000 | -25.0% | 110 | +0.9% | 0.00% | -50.0% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $6,000 | – | 37 | +100.0% | 0.00% | – |
| IWR | New | ISHARES TRrus mid cap etf | $4,000 | – | 50 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $6,000 | – | 24 | +100.0% | 0.00% | – |
| VRTS | VIRTUS INVT PARTNERS INC | $3,000 | -25.0% | 14 | 0.0% | 0.00% | 0.0% | |
| LIVEONE INC | $5,000 | -37.5% | 6,000 | 0.0% | 0.00% | -50.0% | ||
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $4,000 | +100.0% | 585 | +95.0% | 0.00% | – |
| IJR | ISHARES TRcore s&p scp etf | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $5,000 | – | 4 | +100.0% | 0.00% | – |
| ATNM | ACTINIUM PHARMACEUTICALS INC | $3,000 | -25.0% | 598 | 0.0% | 0.00% | 0.0% | |
| ABEO | New | ABEONA THERAPEUTICS INC | $6,000 | – | 18,680 | +100.0% | 0.00% | – |
| FVRR | FIVERR INTL LTD | $5,000 | -37.5% | 70 | 0.0% | 0.00% | -50.0% | |
| GILD | GILEAD SCIENCES INC | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% | |
| GCP | GCP APPLIED TECHNOLOGIES INC | $5,000 | -16.7% | 175 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $3,000 | -25.0% | 39 | 0.0% | 0.00% | 0.0% | |
| TRVN | TREVENA INC | $1,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | |
| New | BELLRING BRANDS INC | $1,000 | – | 49 | +100.0% | 0.00% | – | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| VMEO | VIMEO INC | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| NAVI | New | NAVIENT CORPORATION | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ISRG | INTUITIVE SURGICAL INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| TAC | New | TRANSALTA CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $2,000 | – | 100 | +100.0% | 0.00% | – |
| PINS | Sell | PINTEREST INCcl a | $1,000 | -66.7% | 40 | -50.0% | 0.00% | -100.0% |
| DAL | DELTA AIR LINES INC DEL | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| EXEL | EXELIXIS INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| STWD | New | STARWOOD PPTY TR INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| FNKO | FUNKO INC | $2,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| QS | Sell | QUANTUMSCAPE CORP | $2,000 | -85.7% | 110 | -82.0% | 0.00% | -100.0% |
| IEMG | New | ISHARES INCcore msci emkt | $2,000 | – | 35 | +100.0% | 0.00% | – |
| SNGX | SOLIGENIX INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $2,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| NMTR | 9 METERS BIOPHARMA INC | $2,000 | -50.0% | 4,000 | 0.0% | 0.00% | -100.0% | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $2,000 | -33.3% | 2,500 | 0.0% | 0.00% | -100.0% | |
| FSR | FISKER INC | $2,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| BSGM | BIOSIG TECHNOLOGIES INC | $1,000 | -50.0% | 1,104 | 0.0% | 0.00% | – | |
| ASO | New | ACADEMY SPORTS & OUTDOORS IN | $2,000 | – | 50 | +100.0% | 0.00% | – |
| ADNT | Exit | ADIENT PLC | $0 | – | -58 | -100.0% | -0.00% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -2,175 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -270 | -100.0% | -0.00% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -350 | -100.0% | -0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -250 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-10-29 |
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.