$568 Million is the total value of KINGS POINT CAPITAL MANAGEMENT's 450 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 24.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $25,641,000 | -13.2% | 100,833 | +0.2% | 4.52% | +3.6% |
| MSFT | Buy | MICROSOFT CORP COM | $22,313,000 | +4.4% | 141,479 | +4.4% | 3.93% | +24.7% |
| AMZN | Buy | AMAZON COM INC | $19,429,000 | +13.4% | 9,965 | +7.5% | 3.42% | +35.4% |
| GOOGL | Buy | ALPHABET INC CAP STKcl a | $16,316,000 | -8.6% | 14,042 | +5.3% | 2.87% | +9.1% |
| AMT | Buy | AMERICAN TOWER REIT COMcl a | $14,480,000 | -4.8% | 66,498 | +0.5% | 2.55% | +13.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $13,787,000 | -9.2% | 48,616 | +4.0% | 2.43% | +8.4% |
| ACN | Buy | ACCENTURE PLC IRELAND CLA | $12,031,000 | -17.4% | 73,691 | +6.6% | 2.12% | -1.3% |
| HON | Buy | HONEYWELL INTL INC COM IS | $11,793,000 | -21.6% | 88,144 | +3.8% | 2.08% | -6.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $11,601,000 | -9.9% | 121,171 | +1.7% | 2.04% | +7.5% |
| MINT | Sell | PIMCO ETF TR ENHANCED SHOetf | $11,264,000 | -8.2% | 113,804 | -5.8% | 1.98% | +9.7% |
| DIS | Buy | DISNEY WALT CO DISNEY COM | $10,781,000 | -23.9% | 111,603 | +14.0% | 1.90% | -9.1% |
| INTC | Buy | INTEL CORP | $9,999,000 | -6.2% | 184,758 | +3.8% | 1.76% | +12.0% |
| VTI | Sell | VANGUARD INDEX FDS TOTALetf | $9,718,000 | -24.1% | 75,387 | -3.6% | 1.71% | -9.3% |
| AON | Buy | AON PLC SHScl a | $9,361,000 | -14.8% | 56,718 | +7.6% | 1.65% | +1.8% |
| CVS | Sell | CVS CAREMARK CORP | $9,069,000 | -26.8% | 152,865 | -8.3% | 1.60% | -12.6% |
| MCD | Buy | MCDONALDS CORP | $9,062,000 | +23.7% | 54,806 | +47.8% | 1.60% | +47.8% |
| CCI | Buy | CROWN CASTLE INTL CORP | $8,927,000 | +7.7% | 61,823 | +6.0% | 1.57% | +28.5% |
| BDX | Buy | BECTON DICKINSON & CO | $8,876,000 | -2.0% | 38,631 | +16.0% | 1.56% | +17.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $8,553,000 | -4.0% | 25,235 | +10.3% | 1.51% | +14.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $8,366,000 | -24.3% | 97,727 | +10.0% | 1.47% | -9.6% |
| PEP | Buy | PEPSICO INC | $8,316,000 | -4.7% | 69,246 | +8.5% | 1.46% | +13.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSads | $8,254,000 | -2.6% | 42,439 | +6.2% | 1.45% | +16.3% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $7,917,000 | -26.1% | 87,940 | +14.5% | 1.40% | -11.7% |
| SPGI | Buy | S&P GLOBAL INC | $7,893,000 | +8.8% | 32,210 | +21.2% | 1.39% | +29.9% |
| LDOS | Buy | LEIDOS HLDGS INC | $7,834,000 | +65.2% | 85,474 | +76.5% | 1.38% | +97.4% |
| PFE | Buy | PFIZER INC COM | $7,763,000 | -7.0% | 237,850 | +11.6% | 1.37% | +11.0% |
| WM | Buy | WASTE MGMT INC | $7,544,000 | -7.3% | 81,508 | +14.1% | 1.33% | +10.8% |
| IJJ | Sell | ISHARES TR S&P MIDCAP 400etf | $7,389,000 | -37.4% | 67,325 | -2.6% | 1.30% | -25.2% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $7,185,000 | +70.9% | 56,925 | +106.9% | 1.27% | +104.2% |
| GPN | Buy | GLOBAL PMTS INC | $7,108,000 | -9.6% | 49,283 | +14.5% | 1.25% | +8.0% |
| T | Buy | AT&T INC COM | $7,110,000 | -13.7% | 243,908 | +15.7% | 1.25% | +3.0% |
| GRIF | Buy | GRIFFIN LD & NURSERIES INCcl a | $7,050,000 | -15.5% | 215,611 | +2.2% | 1.24% | +1.0% |
| SAP | Buy | SAP AG SPONSORED ADR ISINspon adr | $6,911,000 | -11.5% | 62,547 | +7.3% | 1.22% | +5.6% |
| FB | Buy | FACEBOOK INCcl a | $6,905,000 | +577.6% | 41,397 | +733.9% | 1.22% | +710.7% |
| AME | Sell | AMETEK INC NEW COM | $6,897,000 | -29.3% | 95,772 | -2.0% | 1.22% | -15.5% |
| HCA | HCA HLDGS INC COM | $6,624,000 | -39.2% | 73,724 | 0.0% | 1.17% | -27.4% | |
| UN | Buy | UNILEVER N V N Y | $6,590,000 | -5.1% | 135,093 | +11.8% | 1.16% | +13.4% |
| NEE | Buy | NEXTERA ENERGY INC | $6,575,000 | +22.0% | 27,325 | +22.7% | 1.16% | +45.7% |
| RTN | Buy | RAYTHEON CO | $6,416,000 | -34.3% | 48,920 | +10.1% | 1.13% | -21.5% |
| VOO | Buy | VANGUARD INDEX FDS | $5,901,000 | -18.9% | 24,917 | +1.2% | 1.04% | -3.3% |
| CMCSA | Buy | COMCAST CORPcl a | $5,542,000 | -19.2% | 161,190 | +5.6% | 0.98% | -3.6% |
| MDT | Buy | MEDTRONIC PLC | $5,496,000 | -9.1% | 60,943 | +14.4% | 0.97% | +8.5% |
| BA | Buy | BOEING CO COM | $5,399,000 | -53.7% | 36,204 | +1.2% | 0.95% | -44.7% |
| AVY | Buy | AVERY DENNISON CORP | $5,138,000 | -11.9% | 50,432 | +13.1% | 0.90% | +5.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN COM | $4,905,000 | +154.3% | 35,887 | +217.2% | 0.86% | +203.2% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $4,633,000 | +0.5% | 56,378 | -1.4% | 0.82% | +20.0% |
| LVS | Sell | LAS VEGAS SANDS CORP | $4,572,000 | -43.6% | 107,664 | -8.2% | 0.80% | -32.6% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $4,472,000 | +8.2% | 54,869 | +26.4% | 0.79% | +29.2% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $4,208,000 | +13.7% | 70,745 | +13.6% | 0.74% | +35.7% |
| CVX | Buy | CHEVRON CORP NEW COM | $4,121,000 | -37.3% | 56,872 | +4.2% | 0.73% | -25.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS | $4,084,000 | -50.5% | 285,601 | -2.6% | 0.72% | -40.9% |
| GNRC | New | GENERAC HLDGS INC | $3,867,000 | – | 41,510 | +100.0% | 0.68% | – |
| CAG | Buy | CONAGRA BRANDS INC | $3,667,000 | +1.7% | 124,998 | +18.7% | 0.65% | +21.4% |
| QCOM | Buy | QUALCOMM INC | $3,587,000 | +6193.0% | 53,026 | +8057.8% | 0.63% | +7800.0% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $3,489,000 | -40.5% | 49,312 | -21.2% | 0.62% | -28.9% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DEcl a | $3,264,000 | -26.1% | 12 | -7.7% | 0.58% | -11.7% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $3,012,000 | -11.0% | 75,287 | +3.6% | 0.53% | +6.4% |
| KO | Buy | COCA COLA COMPANY | $2,899,000 | -19.7% | 65,508 | +0.5% | 0.51% | -3.9% |
| IJH | Sell | ISHARES TR S&P MIDCAP 400etf | $2,649,000 | -38.5% | 18,415 | -12.0% | 0.47% | -26.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $2,632,000 | -28.3% | 189,066 | +9.1% | 0.46% | -14.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,599,000 | -19.7% | 18,127 | +6.2% | 0.46% | -4.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC NEclass b | $2,589,000 | -18.0% | 14,163 | +1.5% | 0.46% | -2.1% |
| BIP | Buy | BROOKFIELD INFRAST PARTNEint unit | $2,586,000 | -21.8% | 71,880 | +8.6% | 0.46% | -6.6% |
| STWD | Sell | STARWOOD PPTY TR INC COM | $2,544,000 | -61.1% | 248,164 | -5.6% | 0.45% | -53.5% |
| DGS | Sell | WISDOMTREE TRUSTemg mkts smcap | $2,436,000 | -32.9% | 73,741 | -2.9% | 0.43% | -20.0% |
| PRMW | New | PRIMO WATER CORPORATION | $2,265,000 | – | 250,053 | +100.0% | 0.40% | – |
| PM | Sell | PHILIP MORRIS INTL INC CO | $2,166,000 | -16.0% | 29,693 | -2.1% | 0.38% | +0.3% |
| Buy | NVIDIA CORPcall | $1,786,000 | +22.7% | 166 | +1.8% | 0.32% | +46.5% | |
| ET | Sell | ENERGY TRANSFER EQUITY LPlp | $1,782,000 | -66.5% | 387,369 | -6.4% | 0.31% | -59.9% |
| GOOG | Buy | ALPHABET INC CAP STKcl c | $1,729,000 | +5.8% | 1,487 | +21.7% | 0.30% | +26.6% |
| QQQ | Buy | INVESCO QQQ TR UNITser 1 | $1,726,000 | -9.3% | 9,064 | +1.3% | 0.30% | +8.2% |
| PG | Sell | PROCTER & GAMBLE CO COM | $1,583,000 | -18.9% | 14,391 | -7.9% | 0.28% | -3.1% |
| V | Buy | VISA INC | $1,471,000 | -7.1% | 9,127 | +8.3% | 0.26% | +10.7% |
| DRRX | Sell | DURECT CORP | $1,465,000 | -66.6% | 945,000 | -18.2% | 0.26% | -60.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,425,000 | -25.2% | 42,473 | -0.9% | 0.25% | -10.7% |
| SPY | Buy | SPDR S&P 500 ETF TR TR UNunit ser 1 | $1,408,000 | -17.4% | 5,462 | +3.1% | 0.25% | -1.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF Tutser1 s&pdcrp | $1,380,000 | -30.2% | 5,250 | -0.3% | 0.24% | -16.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,306,000 | -7.2% | 26,070 | +2.0% | 0.23% | +10.6% |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TR SR LNetf | $1,294,000 | -26.8% | 63,227 | -18.4% | 0.23% | -12.6% |
| IJS | ISHARES TR S&P SMALLCAP 6etf | $1,267,000 | -37.8% | 12,675 | 0.0% | 0.22% | -25.9% | |
| MO | Sell | ALTRIA GROUP INC | $1,267,000 | -24.5% | 32,768 | -2.5% | 0.22% | -10.1% |
| VIG | Buy | VANGUARD GROUP DIV APPetf | $1,149,000 | -13.0% | 11,117 | +5.0% | 0.20% | +3.6% |
| HD | Buy | HOME DEPOT INC COM | $1,128,000 | -5.1% | 6,041 | +10.9% | 0.20% | +13.7% |
| NVDA | Buy | NVIDIA CORP | $1,101,000 | +32.3% | 4,176 | +18.0% | 0.19% | +57.7% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $1,093,000 | -5.0% | 8,334 | +5.7% | 0.19% | +13.5% |
| PAYX | Sell | PAYCHEX INC | $1,061,000 | -30.5% | 16,857 | -6.0% | 0.19% | -16.9% |
| MRK | Buy | MERCK & CO INC NEW COM | $962,000 | +1.5% | 12,497 | +19.9% | 0.17% | +20.7% |
| VZ | Buy | VERIZON COMMUNICATIONS CO | $937,000 | -6.8% | 17,430 | +6.5% | 0.16% | +11.5% |
| UNP | UNION PAC CORP | $870,000 | -22.0% | 6,166 | 0.0% | 0.15% | -6.7% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $781,000 | -3.1% | 6,583 | 0.0% | 0.14% | +16.0% | |
| IJR | Buy | ISHARES CORE S&P SCPetf | $774,000 | -27.5% | 13,802 | +8.5% | 0.14% | -13.4% |
| OZK | BANK OZK | $714,000 | -45.2% | 42,763 | 0.0% | 0.13% | -34.4% | |
| EFA | Buy | ISHARES TR MSCI EAFEetf | $707,000 | -19.8% | 13,225 | +4.2% | 0.12% | -3.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDS VNGrus1000grw | $712,000 | +26.9% | 4,600 | +48.4% | 0.12% | +50.6% |
| MCHI | Sell | ISHARES TR MSCI CHINAetf | $658,000 | -18.1% | 11,495 | -8.2% | 0.12% | -1.7% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $651,000 | +4.3% | 9,805 | +8.1% | 0.12% | +25.0% |
| SPLK | SPLUNK INC | $650,000 | -15.7% | 5,147 | 0.0% | 0.11% | 0.0% | |
| ZS | ZSCALER INC | $639,000 | +30.7% | 10,506 | 0.0% | 0.11% | +56.9% | |
| XLK | Buy | SELECT SECTOR SPDR TR TECsbi int-tech | $611,000 | -8.7% | 7,598 | +4.1% | 0.11% | +9.1% |
| IVW | Sell | ISHARES TR S&P 500 GROWTHetf | $605,000 | -29.1% | 3,664 | -16.8% | 0.11% | -15.1% |
| EEM | Sell | ISHARES TR MSCI EMG MKTetf | $570,000 | -27.3% | 16,714 | -4.3% | 0.10% | -13.8% |
| ABT | Buy | ABBOTT LABS | $565,000 | -8.4% | 7,156 | +0.7% | 0.10% | +9.9% |
| HBI | Sell | HANESBRANDS INC COM | $563,000 | -47.5% | 71,560 | -1.0% | 0.10% | -37.3% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $560,000 | -24.7% | 3,835 | +0.0% | 0.10% | -10.0% |
| IVV | Sell | ISHARES COREs&p500 etf | $548,000 | -30.2% | 2,119 | -12.8% | 0.10% | -16.4% |
| MMM | Sell | 3M CO | $549,000 | -25.4% | 4,019 | -3.6% | 0.10% | -11.0% |
| NKE | Buy | NIKE INCcl b | $541,000 | -13.0% | 6,538 | +6.5% | 0.10% | +3.3% |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $537,000 | -3.4% | 7,821 | 0.0% | 0.10% | +15.9% | |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP COMunit part in | $521,000 | +156.7% | 12,110 | +213.7% | 0.09% | +206.7% |
| SHOP | Buy | SHOPIFY INCcl a | $515,000 | +15.7% | 1,235 | +10.4% | 0.09% | +37.9% |
| HEDJ | Sell | WISDOMTREE TR EUROPEhedged eq | $504,000 | -28.9% | 9,839 | -2.0% | 0.09% | -15.2% |
| KMB | KIMBERLY CLARK CORP | $501,000 | -7.1% | 3,915 | 0.0% | 0.09% | +10.0% | |
| DUK | Buy | DUKE ENERGY CORP | $490,000 | +4.3% | 6,055 | +17.5% | 0.09% | +24.6% |
| XLP | Sell | SELECT SECTOR SPDR TR CONsbi cons stpls | $459,000 | -25.2% | 8,435 | -13.5% | 0.08% | -11.0% |
| AMGN | Buy | AMGEN INC | $455,000 | -12.0% | 2,245 | +4.7% | 0.08% | +5.3% |
| NFLX | Buy | NETFLIX INC | $427,000 | +108.3% | 1,137 | +79.6% | 0.08% | +150.0% |
| WST | WEST PHARMACEUTICAL SVSC INC | $426,000 | +1.4% | 2,795 | 0.0% | 0.08% | +21.0% | |
| NWL | Sell | NEWELL RUBBERMAID INC COM | $412,000 | -34.3% | 30,991 | -5.1% | 0.07% | -20.7% |
| AMLP | Sell | ALPS ETF TR ALERIAN MLP Emlp | $409,000 | -66.6% | 118,924 | -17.3% | 0.07% | -60.0% |
| IVE | Sell | ISHARES TR S&P 500 VALetf | $374,000 | -44.7% | 3,882 | -25.3% | 0.07% | -34.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MA | $371,000 | -10.6% | 3,342 | +8.1% | 0.06% | +6.6% |
| Buy | SHOPIFY INCcall | $361,000 | +54.9% | 29 | +52.6% | 0.06% | +88.2% | |
| BAC | Buy | BANK OF AMER CORP | $355,000 | -32.0% | 16,739 | +13.0% | 0.06% | -18.2% |
| AMJ | Sell | JPMORGAN CHASE & CO ALERIetn | $348,000 | -61.2% | 38,494 | -6.4% | 0.06% | -53.8% |
| IJK | Sell | ISHARES TR S&P MC 400GRetf | $343,000 | -54.5% | 1,924 | -39.3% | 0.06% | -45.9% |
| BP | Sell | BP PLC SPONS ADRadr | $325,000 | -39.4% | 13,335 | -6.0% | 0.06% | -27.8% |
| OKTA | Sell | OKTA INCcl a | $318,000 | +1.0% | 2,597 | -4.9% | 0.06% | +21.7% |
| IWM | Sell | ISHARES TR RUSSELL 2000 Icmdty index | $315,000 | -41.3% | 2,754 | -15.1% | 0.06% | -30.4% |
| BAM | BROOKFIELD ASSET MGMT INCvtg | $307,000 | -23.4% | 6,946 | 0.0% | 0.05% | -8.5% | |
| TWLO | Sell | TWILIO INCcl a | $298,000 | -13.1% | 3,329 | -4.7% | 0.05% | +2.0% |
| BX | Sell | BLACKSTONE GROUP INC | $293,000 | -21.9% | 6,430 | -4.1% | 0.05% | -5.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $291,000 | -16.4% | 962 | -4.9% | 0.05% | 0.0% |
| AEGN | AEGION CORP COM | $286,000 | -19.9% | 15,950 | 0.0% | 0.05% | -5.7% | |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $276,000 | – | 7,982 | +100.0% | 0.05% | – |
| USB | Sell | US BANCORP DEL | $277,000 | -44.6% | 8,027 | -4.8% | 0.05% | -33.8% |
| NTRS | Sell | NORTHERN TR CORP | $275,000 | -92.5% | 3,641 | -89.4% | 0.05% | -91.1% |
| CSCO | Sell | CISCO SYSTEMS INC | $267,000 | -97.1% | 6,787 | -96.5% | 0.05% | -96.5% |
| XOM | Sell | EXXON MOBIL CORP COM | $264,000 | -50.9% | 6,956 | -9.8% | 0.05% | -40.5% |
| MU | MICRON TECHNOLOGY INC | $255,000 | -21.8% | 6,062 | 0.0% | 0.04% | -6.2% | |
| XLY | SELECT SECTOR SPDR TR CONsbi cons discr | $257,000 | -21.6% | 2,618 | 0.0% | 0.04% | -6.2% | |
| DVY | ISHARES TR DOW JONES SELEdj sel div inx | $252,000 | -30.2% | 3,420 | 0.0% | 0.04% | -17.0% | |
| DHR | Buy | DANAHER CORP | $247,000 | +25.4% | 1,786 | +38.9% | 0.04% | +51.7% |
| WMT | Sell | WALMART INC | $243,000 | -19.3% | 2,139 | -15.7% | 0.04% | -2.3% |
| INSG | INSEEGO CORP | $243,000 | -15.0% | 39,006 | 0.0% | 0.04% | +2.4% | |
| SO | Buy | SOUTHERN CO COM | $241,000 | +53.5% | 4,460 | +81.3% | 0.04% | +82.6% |
| LLY | LILLY ELI & CO | $240,000 | +5.7% | 1,729 | 0.0% | 0.04% | +27.3% | |
| BMY | Sell | BRISTOL MYERS SQUIBB CO C | $238,000 | -33.0% | 4,270 | -22.8% | 0.04% | -19.2% |
| ED | Sell | CONSOLIDATED EDISON INC C | $232,000 | -19.2% | 2,972 | -6.3% | 0.04% | -2.4% |
| CRM | Buy | SALESFORCE COM INC | $233,000 | +0.9% | 1,622 | +14.1% | 0.04% | +20.6% |
| AVGO | Buy | BROADCOM INC | $233,000 | +117.8% | 983 | +190.8% | 0.04% | +156.2% |
| WMB | Sell | WILLIAMS COS INC COM | $225,000 | -49.1% | 15,889 | -14.7% | 0.04% | -38.5% |
| MS | MORGAN STANLEY | $224,000 | -33.5% | 6,596 | 0.0% | 0.04% | -22.0% | |
| KYN | Sell | KAYNE ANDERSN MLP MIDS INVT | $224,000 | -74.0% | 61,675 | -0.4% | 0.04% | -69.3% |
| MGP | MGM GROWTH PPTYS LLC | $222,000 | -23.4% | 9,362 | 0.0% | 0.04% | -9.3% | |
| DBEU | DBX ETF TR DB XTR MSCI EURetf | $215,000 | -22.4% | 8,900 | 0.0% | 0.04% | -7.3% | |
| PVH | Buy | PVH CORP | $212,000 | -50.7% | 5,628 | +37.6% | 0.04% | -41.3% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $206,000 | -37.0% | 6,189 | -16.7% | 0.04% | -25.0% |
| NLSN | Sell | NIELSEN HLDGS PLC | $203,000 | -39.8% | 16,210 | -2.4% | 0.04% | -28.0% |
| CSX | Sell | CSX CORPORATION | $203,000 | -44.4% | 3,549 | -29.7% | 0.04% | -33.3% |
| MPLX | Sell | MPLX LP COMunit rep ltd | $204,000 | -93.1% | 17,563 | -85.0% | 0.04% | -91.8% |
| CHD | Buy | CHURCH & DWIGHT INC | $203,000 | +47.1% | 3,160 | +61.2% | 0.04% | +80.0% |
| PFF | Sell | ISHARES TR U.S. PFD STKetf | $199,000 | -23.8% | 6,235 | -10.3% | 0.04% | -7.9% |
| LGLV | SPDR SERIES TRUST SSGA US LRGetf | $191,000 | -20.4% | 2,104 | 0.0% | 0.03% | -2.9% | |
| ABBV | Buy | ABBVIE INC | $188,000 | +9.3% | 2,469 | +27.0% | 0.03% | +32.0% |
| JD | JD COM INC SPON ADRcl a | $186,000 | +14.8% | 4,600 | 0.0% | 0.03% | +37.5% | |
| LOW | Buy | LOWES COS INC | $181,000 | -24.6% | 2,100 | +5.0% | 0.03% | -8.6% |
| PEAK | HEALTHPEAK PPTYS INC | $180,000 | -30.8% | 7,535 | 0.0% | 0.03% | -15.8% | |
| ECL | ECOLAB INC | $177,000 | -19.2% | 1,135 | 0.0% | 0.03% | -3.1% | |
| INTU | Buy | INTUIT | $171,000 | +19.6% | 745 | +36.7% | 0.03% | +42.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $173,000 | -28.8% | 606 | -26.6% | 0.03% | -16.7% |
| SAIC | Buy | SCIENCE APPLICATNS INTL CP N | $164,000 | +368.6% | 2,200 | +450.0% | 0.03% | +480.0% |
| MA | Sell | MASTERCARD INCcl a | $160,000 | -26.3% | 661 | -9.2% | 0.03% | -12.5% |
| NOW | SERVICENOW INC | $160,000 | +1.3% | 559 | 0.0% | 0.03% | +21.7% | |
| GIS | GENERAL MILLS INC COM | $158,000 | -1.9% | 3,000 | 0.0% | 0.03% | +16.7% | |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $155,000 | – | 2,202 | +100.0% | 0.03% | – |
| SBAC | SBA COMMUNICATIONS CORPcl a | $151,000 | +12.7% | 558 | 0.0% | 0.03% | +35.0% | |
| VUG | VANGUARD INDEX FDS GROWTHetf | $149,000 | -13.9% | 949 | 0.0% | 0.03% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $149,000 | -14.4% | 1,000 | 0.0% | 0.03% | 0.0% | |
| WTRG | New | ESSENTIAL UTILS INC | $146,000 | – | 3,586 | +100.0% | 0.03% | – |
| C | Sell | CITIGROUP INC COM NEW ISI | $140,000 | -70.6% | 3,312 | -44.4% | 0.02% | -64.3% |
| MTUM | Sell | ISHARES TR USA MOMENTUM FCTetf | $139,000 | -52.1% | 1,309 | -43.3% | 0.02% | -44.2% |
| XLF | Sell | SELECT SECTOR SPDR TR SBI INT-FINLetf | $137,000 | -58.0% | 6,582 | -37.8% | 0.02% | -50.0% |
| EFSC | ENTERPRISE FINL SVCS CORP | $134,000 | -42.0% | 4,800 | 0.0% | 0.02% | -29.4% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $132,000 | -28.6% | 529 | -16.0% | 0.02% | -14.8% |
| IBB | Buy | ISHARES TRnasdaq biotech | $129,000 | +168.8% | 1,198 | +199.5% | 0.02% | +228.6% |
| AMAT | Sell | APPLIED MATLS INC | $131,000 | -34.2% | 2,852 | -12.3% | 0.02% | -20.7% |
| AZN | ASTRAZENECA PLC SPONSOREDadr | $131,000 | -10.9% | 2,940 | 0.0% | 0.02% | +4.5% | |
| MPC | Sell | MARATHON PETE CORP COM | $133,000 | -61.9% | 5,616 | -3.2% | 0.02% | -54.9% |
| CHTR | CHARTER COMMUNICATIONS INC Dcl a | $132,000 | -9.6% | 302 | 0.0% | 0.02% | +4.5% | |
| AMCR | AMCOR PLC ORD | $126,000 | -25.0% | 15,458 | 0.0% | 0.02% | -12.0% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $126,000 | -30.4% | 1,350 | -12.9% | 0.02% | -18.5% |
| VO | VANGUARD INDEX FDS MID CAPetf | $123,000 | -26.3% | 936 | 0.0% | 0.02% | -12.0% | |
| PHO | INVESCO EXCHANGE TRADED FD T WATER RESetf | $123,000 | -19.1% | 3,922 | 0.0% | 0.02% | 0.0% | |
| DTE | Sell | DTE ENERGY CO | $119,000 | -50.4% | 1,250 | -32.4% | 0.02% | -40.0% |
| NVS | Sell | NOVARTIS A G SPONSOREDadr | $117,000 | -35.4% | 1,415 | -26.1% | 0.02% | -22.2% |
| BLK | Sell | BLACKROCK INC | $117,000 | -26.4% | 267 | -15.8% | 0.02% | -8.7% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $121,000 | +53.2% | 1,355 | +108.5% | 0.02% | +75.0% |
| VTWG | VANGUARD SCOTTSDALE FDSrus2000grw | $115,000 | -26.3% | 1,000 | 0.0% | 0.02% | -13.0% | |
| IWF | ISHARES TR RUSSELL 1000 Getf | $112,000 | -14.5% | 742 | 0.0% | 0.02% | +5.3% | |
| GLD | Buy | SPDR GOLD TR GOLD SHS | $115,000 | +25.0% | 777 | +20.1% | 0.02% | +42.9% |
| FDIS | FIDELITY COVINGTON TRmsci consm dis | $113,000 | -22.1% | 3,000 | 0.0% | 0.02% | -4.8% | |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $114,000 | +67.6% | 2,000 | +100.0% | 0.02% | +100.0% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $111,000 | -53.6% | 1,172 | -26.6% | 0.02% | -42.9% |
| DIA | Sell | SPDR DOW JONES INDL AVRGetf ut ser 1 | $110,000 | -49.3% | 502 | -33.9% | 0.02% | -40.6% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $106,000 | +125.5% | 2,500 | +150.0% | 0.02% | +171.4% |
| VB | VANGUARD INDEX FDS SMALL CPetf | $107,000 | -30.5% | 930 | 0.0% | 0.02% | -17.4% | |
| EPAM | New | EPAM SYS INC | $106,000 | – | 570 | +100.0% | 0.02% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $110,000 | – | 4,239 | +100.0% | 0.02% | – |
| XLI | SELECT SECTOR SPDR TR INDsbi int-inds | $103,000 | -27.5% | 1,747 | 0.0% | 0.02% | -14.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $104,000 | -24.1% | 2,540 | 0.0% | 0.02% | -10.0% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $100,000 | -27.0% | 2,310 | -0.9% | 0.02% | -10.0% |
| BAX | Sell | BAXTER INTL INC COM | $104,000 | -9.6% | 1,276 | -7.3% | 0.02% | +5.9% |
| NOBL | PROSHARES TR S&P 500dv arist | $104,000 | -23.5% | 1,799 | 0.0% | 0.02% | -10.0% | |
| XYL | Buy | XYLEM INC | $101,000 | -16.5% | 1,544 | +0.1% | 0.02% | 0.0% |
| ORCL | Sell | ORACLE CORP | $97,000 | -34.5% | 1,998 | -28.6% | 0.02% | -22.7% |
| MGM | Sell | MGM RESORTS INTL COM | $95,000 | -80.8% | 8,053 | -45.9% | 0.02% | -76.7% |
| CMI | Sell | CUMMINS INC | $95,000 | -31.2% | 700 | -9.0% | 0.02% | -15.0% |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $95,000 | – | 500 | +100.0% | 0.02% | – |
| XLV | Sell | SELECT SECTOR SPDR TR HEAsbi healthcare | $95,000 | -36.7% | 1,076 | -27.1% | 0.02% | -22.7% |
| IWP | ISHARES TR RUSSELL MCP GRetf | $97,000 | -19.8% | 794 | 0.0% | 0.02% | -5.6% | |
| SSO | PROSHARES TR PROSHARES ULetf | $91,000 | -40.9% | 1,019 | 0.0% | 0.02% | -30.4% | |
| TGT | Sell | TARGET CORP COM | $93,000 | -31.1% | 1,000 | -5.3% | 0.02% | -20.0% |
| EWJ | Sell | ISHARES INC MSCI JPNetf | $89,000 | -49.1% | 1,808 | -38.7% | 0.02% | -38.5% |
| ESI | Buy | ELEMENT SOLUTIONS INC | $87,000 | -25.6% | 10,456 | +4.6% | 0.02% | -11.8% |
| VNQ | Sell | VANGUARD INDEX FDS REAL ESTATEetf | $85,000 | -44.4% | 1,220 | -26.2% | 0.02% | -34.8% |
| BSCN | INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CBetf | $87,000 | -3.3% | 4,220 | 0.0% | 0.02% | +15.4% | |
| FTNT | FORTINET INC | $78,000 | -6.0% | 775 | 0.0% | 0.01% | +16.7% | |
| ECON | Sell | COLUMBIA ETF TR II EMRG MARKETSetf | $77,000 | -26.7% | 3,962 | -11.2% | 0.01% | -6.7% |
| TSLA | Buy | TESLA INC | $80,000 | +105.1% | 153 | +64.5% | 0.01% | +133.3% |
| SCHA | Buy | SCHWAB STRATEGIC TR US SML CAP ETFcap sac r cap s 89949 | $81,000 | -31.4% | 1,573 | +0.4% | 0.01% | -17.6% |
| AWK | AMERICAN WTR WKS CO INC | $77,000 | -2.5% | 643 | 0.0% | 0.01% | +16.7% | |
| SBUX | Buy | STARBUCKS CORP | $81,000 | -19.0% | 1,236 | +8.8% | 0.01% | -6.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC C | $78,000 | -32.2% | 502 | +0.4% | 0.01% | -17.6% |
| XBI | New | SPDR SER TRs&p biotech | $77,000 | – | 1,000 | +100.0% | 0.01% | – |
| WCN | WASTE CONNECTIONS INC | $81,000 | -14.7% | 1,050 | 0.0% | 0.01% | 0.0% | |
| IBKC | IBERIABANK CORP | $75,000 | -51.3% | 2,064 | 0.0% | 0.01% | -43.5% | |
| Sell | BOEING COcall | $74,000 | -67.3% | 73 | -11.0% | 0.01% | -60.6% | |
| WPC | Sell | W P CAREY INC | $71,000 | -34.9% | 1,218 | -11.0% | 0.01% | -18.8% |
| AEP | AMERICAN ELEC PWR CO INC | $71,000 | -15.5% | 885 | 0.0% | 0.01% | +8.3% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $74,000 | -36.2% | 410 | -30.3% | 0.01% | -23.5% |
| GE | New | GENERAL ELECTRIC CO | $71,000 | – | 9,000 | +100.0% | 0.01% | – |
| New | MICROSOFT CORPcall | $74,000 | – | 30 | +100.0% | 0.01% | – | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $66,000 | -12.0% | 1,314 | +0.5% | 0.01% | +9.1% |
| FDX | Sell | FEDEX CORP COM | $69,000 | -50.7% | 570 | -38.2% | 0.01% | -42.9% |
| SQ | Sell | SQUARE INCcl a | $70,000 | -44.9% | 1,330 | -34.5% | 0.01% | -36.8% |
| OEF | ISHARES TR S&P 100 INDEXetf | $70,000 | -17.6% | 589 | 0.0% | 0.01% | -7.7% | |
| PRSP | Sell | PERSPECTA INC | $66,000 | -41.6% | 3,627 | -15.4% | 0.01% | -29.4% |
| IWB | ISHARES TR RUS 1000etf | $68,000 | -20.9% | 480 | 0.0% | 0.01% | -7.7% | |
| DG | Buy | DOLLAR GEN CORP | $67,000 | +42.6% | 442 | +47.3% | 0.01% | +71.4% |
| DAL | New | DELTA AIR LINES INC | $60,000 | – | 2,114 | +100.0% | 0.01% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $62,000 | -98.6% | 765 | -98.4% | 0.01% | -98.3% |
| New | APPLE INCcall | $60,000 | – | 20 | +100.0% | 0.01% | – | |
| HDV | ISHARES TR CORE HIGH DVetf | $60,000 | -27.7% | 845 | 0.0% | 0.01% | -8.3% | |
| CHKP | CHECK POINT SOFTWARE TECHlt ord | $60,000 | -10.4% | 600 | 0.0% | 0.01% | +10.0% | |
| OCFT | New | ONECONNECT FINL TECHNOLOGY Csponsored ads | $61,000 | – | 6,000 | +100.0% | 0.01% | – |
| CAT | Sell | CATERPILLAR INC | $61,000 | -28.2% | 527 | -8.7% | 0.01% | -15.4% |
| DXC | Sell | DXC TECHNOLOGY CO | $65,000 | -72.1% | 5,000 | -19.5% | 0.01% | -67.6% |
| EMR | EMERSON ELEC CO COM | $61,000 | -37.8% | 1,280 | 0.0% | 0.01% | -21.4% | |
| ISRG | INTUITIVE SURGICAL INC | $60,000 | -16.7% | 121 | 0.0% | 0.01% | 0.0% | |
| COO | Buy | COOPER COS INCinc | $63,000 | +142.3% | 230 | +187.5% | 0.01% | +175.0% |
| MKC | MCCORMICK & CO INC | $63,000 | -17.1% | 449 | 0.0% | 0.01% | 0.0% | |
| BIIB | New | BIOGEN INC | $63,000 | – | 200 | +100.0% | 0.01% | – |
| WFC | Sell | WELLS FARGO & CO NEW COM | $64,000 | -49.6% | 2,217 | -5.8% | 0.01% | -42.1% |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $63,000 | – | 999 | +100.0% | 0.01% | – |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $54,000 | -27.0% | 589 | +0.7% | 0.01% | -9.1% |
| FIT | FITBIT INCcl a | $57,000 | 0.0% | 8,610 | 0.0% | 0.01% | +25.0% | |
| FAF | FIRST AMERN FINL CORP | $55,000 | -27.6% | 1,300 | 0.0% | 0.01% | -9.1% | |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $55,000 | -14.1% | 183 | 0.0% | 0.01% | +11.1% | |
| FACEBOOK INCcall | $59,000 | -64.9% | 50 | 0.0% | 0.01% | -60.0% | ||
| XLB | SELECT SECTOR SPDR TR SBI MATERIALSetf | $55,000 | -27.6% | 1,230 | 0.0% | 0.01% | -9.1% | |
| EW | EDWARDS LIFESCIENCES CORP | $56,000 | -18.8% | 297 | 0.0% | 0.01% | 0.0% | |
| DNKN | Buy | DUNKIN BRANDS GROUP INC | $54,000 | -29.9% | 1,022 | +0.4% | 0.01% | -9.1% |
| DHI | D R HORTON INC | $58,000 | -36.3% | 1,720 | 0.0% | 0.01% | -23.1% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $55,000 | -98.9% | 548 | -98.1% | 0.01% | -98.6% |
| LIN | LINDE PLC | $52,000 | -18.8% | 300 | 0.0% | 0.01% | 0.0% | |
| RACE | FERRARI N V | $49,000 | -7.5% | 320 | 0.0% | 0.01% | +12.5% | |
| TIP | Buy | ISHARES TR TIPS BDetf | $52,000 | +92.6% | 438 | +92.1% | 0.01% | +125.0% |
| MCK | MCKESSON CORP COM | $50,000 | -2.0% | 368 | 0.0% | 0.01% | +12.5% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $49,000 | -71.8% | 1,103 | -66.0% | 0.01% | -65.4% |
| CERN | CERNER CORP | $52,000 | -14.8% | 825 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC COM | $52,000 | -32.5% | 765 | 0.0% | 0.01% | -18.2% | |
| SBIO | New | ALPS ETF TRmed breakthgh | $51,000 | – | 1,598 | +100.0% | 0.01% | – |
| ACTIVISION BLIZZARD INCcall | $49,000 | -16.9% | 50 | 0.0% | 0.01% | 0.0% | ||
| CI | Sell | CIGNA CORP NEW | $44,000 | -13.7% | 247 | -0.4% | 0.01% | 0.0% |
| DOW | Sell | DOW INC | $47,000 | -47.8% | 1,621 | -1.5% | 0.01% | -38.5% |
| ENR | ENERGIZER HLDGS INC | $45,000 | -40.0% | 1,500 | 0.0% | 0.01% | -27.3% | |
| PKW | INVESCO EXCHANGE TRADED FDt buyback achiev | $48,000 | -30.4% | 1,000 | 0.0% | 0.01% | -20.0% | |
| IRM | Sell | IRON MTN INC NEW | $48,000 | -67.3% | 2,000 | -56.5% | 0.01% | -63.6% |
| SCZ | ISHARES TR EAFE SML CP ETFetf | $45,000 | -28.6% | 1,005 | 0.0% | 0.01% | -11.1% | |
| New | TESLA INCcall | $44,000 | – | 4 | +100.0% | 0.01% | – | |
| CB | Sell | CHUBB LIMITED | $45,000 | -38.4% | 400 | -14.3% | 0.01% | -27.3% |
| TWILIO INCcall | $45,000 | -40.0% | 95 | 0.0% | 0.01% | -27.3% | ||
| TFC | TRUIST FINL CORP | $41,000 | -45.3% | 1,326 | 0.0% | 0.01% | -36.4% | |
| ETN | EATON CORP | $39,000 | -17.0% | 500 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC CO | $42,000 | -50.0% | 766 | 0.0% | 0.01% | -41.7% | |
| SH | Buy | PROSHARES TR SHORT S&P 500 NEetf | $39,000 | +178.6% | 1,400 | +133.3% | 0.01% | +250.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $39,000 | +2.6% | 80 | -20.0% | 0.01% | +16.7% |
| PANW | PALO ALTO NETWORKS INC | $42,000 | -28.8% | 254 | 0.0% | 0.01% | -22.2% | |
| SLYG | SPDR SERIES TRUST S&P 600 SMCP GRWetf | $40,000 | -27.3% | 860 | 0.0% | 0.01% | -12.5% | |
| TXN | TEXAS INSTRS INC | $40,000 | -21.6% | 400 | 0.0% | 0.01% | -12.5% | |
| UYG | PROSHARES TR ULTRA FNCLS NEWetf | $41,000 | -55.9% | 1,731 | 0.0% | 0.01% | -50.0% | |
| QUAL | ISHARES TRusa quality fctr | $41,000 | -19.6% | 500 | 0.0% | 0.01% | -12.5% | |
| RDSA | ROYAL DUTCH SHELL PLC SPONSadr | $39,000 | -40.0% | 1,104 | 0.0% | 0.01% | -30.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $37,000 | +76.2% | 306 | +106.8% | 0.01% | +133.3% |
| MMC | MARSH & MCLENNAN COS INC | $37,000 | -22.9% | 430 | 0.0% | 0.01% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $39,000 | -53.6% | 520 | -60.0% | 0.01% | -41.7% |
| VLY | VALLEY NATL BANCORP | $40,000 | -36.5% | 5,501 | 0.0% | 0.01% | -22.2% | |
| EL | LAUDER ESTEE COS INCcl a | $42,000 | -23.6% | 266 | 0.0% | 0.01% | -12.5% | |
| New | SPDR S&P 500 ETF TRput | $41,000 | – | 80 | +100.0% | 0.01% | – | |
| CNC | CENTENE CORP | $36,000 | -5.3% | 600 | 0.0% | 0.01% | 0.0% | |
| ADBE | Sell | ADOBE SYS INC | $33,000 | -52.2% | 104 | -50.5% | 0.01% | -40.0% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $35,000 | -48.5% | 200 | -17.4% | 0.01% | -40.0% |
| GLW | CORNING INC | $35,000 | -30.0% | 1,725 | 0.0% | 0.01% | -14.3% | |
| EPC | EDGEWELL PERS CARE CO | $36,000 | -21.7% | 1,497 | 0.0% | 0.01% | -14.3% | |
| IDXX | Sell | IDEXX LABS INC | $34,000 | -32.0% | 140 | -26.3% | 0.01% | -14.3% |
| LQD | ISHARES TR IBOXX USD INVTcpbd | $33,000 | -5.7% | 271 | 0.0% | 0.01% | +20.0% | |
| New | QUALCOMM INCcall | $32,000 | – | 40 | +100.0% | 0.01% | – | |
| SDY | SPDR SERIES TRUSTs&p divid etf | $33,000 | -25.0% | 410 | 0.0% | 0.01% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW COM | $32,000 | -51.5% | 2,000 | 0.0% | 0.01% | -40.0% | |
| TWTR | TWITTER INC | $34,000 | -24.4% | 1,391 | 0.0% | 0.01% | -14.3% | |
| BBH | VANECK VECTORS ETF TR BIOTECHetf | $35,000 | -7.9% | 270 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $32,000 | -11.1% | 750 | 0.0% | 0.01% | +20.0% | |
| New | ZOOM VIDEO COMMUNICATIONS INcall | $33,000 | – | 5 | +100.0% | 0.01% | – | |
| SOCL | GLOBAL X FDSsocial med etf | $30,000 | -14.3% | 1,016 | 0.0% | 0.01% | 0.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $30,000 | +7.1% | 325 | 0.0% | 0.01% | +25.0% | |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $27,000 | -42.6% | 1,736 | -18.7% | 0.01% | -28.6% |
| LBTYA | LIBERTY GLOBAL PLC | $26,000 | -25.7% | 1,546 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW | $30,000 | -21.1% | 627 | 0.0% | 0.01% | -16.7% | |
| VXUS | VANGUARD STAR FD VG TL INTL STK Fetf | $31,000 | -26.2% | 750 | 0.0% | 0.01% | -16.7% | |
| JJSF | J & J SNACK FOODS CORP | $30,000 | -33.3% | 246 | 0.0% | 0.01% | -28.6% | |
| AAL | New | AMERICAN AIRLS GROUP INC | $30,000 | – | 2,500 | +100.0% | 0.01% | – |
| EFAD | PROSHARES TR MSCIeafe divd | $29,000 | -21.6% | 899 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $28,000 | -26.3% | 500 | 0.0% | 0.01% | -16.7% | |
| CVM | CEL SCI CORP | $27,000 | +22.7% | 2,360 | 0.0% | 0.01% | +66.7% | |
| EVH | Buy | EVOLENT HEALTH INCcl a | $27,000 | 0.0% | 5,000 | +66.7% | 0.01% | +25.0% |
| NGG | NATIONAL GRID PLC SPONSOREDadr | $27,000 | -6.9% | 458 | 0.0% | 0.01% | +25.0% | |
| RMD | RESMED INC | $30,000 | -6.2% | 206 | 0.0% | 0.01% | 0.0% | |
| BMO | BANK OF MONTREAL | $26,000 | -35.0% | 518 | 0.0% | 0.01% | -16.7% | |
| SLYV | SPDR SERIES TRUST S&P 600 SMCP VALetf | $30,000 | -38.8% | 746 | 0.0% | 0.01% | -28.6% | |
| CBOE | CBOE GLOBAL MARKETS INC | $29,000 | -25.6% | 324 | 0.0% | 0.01% | -16.7% | |
| FSK | FS KKR CAPITAL CORP | $29,000 | -50.0% | 9,517 | 0.0% | 0.01% | -44.4% | |
| IWD | ISHARES TRrus 1000 val etf | $27,000 | -27.0% | 273 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INC CL Aciietis inc s cz 9007 | $27,000 | -10.0% | 229 | 0.0% | 0.01% | +25.0% | |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTetf | $27,000 | -27.0% | 320 | 0.0% | 0.01% | 0.0% | |
| VGT | Buy | VANGUARD WORLD FDS INF TECHetf | $30,000 | -9.1% | 143 | +5.1% | 0.01% | 0.0% |
| FLIR | Sell | FLIR SYS INC | $30,000 | -51.6% | 932 | -21.3% | 0.01% | -44.4% |
| HEP | HOLLY ENERGY PARTNERS LPlp | $28,000 | -36.4% | 2,000 | 0.0% | 0.01% | -16.7% | |
| SJM | Sell | SMUCKER J M CO | $28,000 | -50.0% | 250 | -53.3% | 0.01% | -37.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $30,000 | +130.8% | 150 | +177.8% | 0.01% | +150.0% |
| GRPN | GROUPON INC | $27,000 | -59.7% | 28,000 | 0.0% | 0.01% | -50.0% | |
| MTZ | MASTEC INC | $26,000 | -49.0% | 800 | 0.0% | 0.01% | -37.5% | |
| CBSH | COMMERCE BANCSHARES | $26,000 | -25.7% | 519 | 0.0% | 0.01% | 0.0% | |
| PKG | PACKAGING CORP AMER | $26,000 | -23.5% | 300 | 0.0% | 0.01% | 0.0% | |
| XLE | Sell | SELECT SECTOR SPDR TR ENEsbi int-energy | $26,000 | -78.5% | 888 | -56.0% | 0.01% | -72.2% |
| KHC | KRAFT HEINZ CO | $28,000 | -24.3% | 1,145 | 0.0% | 0.01% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $20,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| EES | Sell | WISDOMTREE TRsmlcap earn fd | $21,000 | -73.4% | 960 | -53.3% | 0.00% | -66.7% |
| POPE | POPE RESOURCES A DELAWARE LPdepositry rcpt | $25,000 | -10.7% | 300 | 0.0% | 0.00% | 0.0% | |
| HSIC | SCHEIN HENRY INC | $20,000 | -25.9% | 400 | 0.0% | 0.00% | 0.0% | |
| VIACA | New | VIACOMCBS INCcl a | $21,000 | – | 1,192 | +100.0% | 0.00% | – |
| DD | Sell | DUPONT DE NEMOURS INCinc | $24,000 | -48.9% | 711 | -3.4% | 0.00% | -42.9% |
| FHLC | Sell | FIDELITY COVINGTON TRmsci hlth care i | $21,000 | -90.6% | 500 | -88.9% | 0.00% | -87.9% |
| NFG | NATIONAL FUEL GAS CO | $20,000 | -16.7% | 525 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $22,000 | -18.5% | 588 | 0.0% | 0.00% | 0.0% | |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $24,000 | – | 755 | +100.0% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PARTNElp | $24,000 | -41.5% | 654 | 0.0% | 0.00% | -33.3% | |
| SYK | Sell | STRYKER CORP | $20,000 | -42.9% | 120 | -28.1% | 0.00% | -20.0% |
| K | KELLOGG CO | $21,000 | -12.5% | 349 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $24,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| IEMG | Sell | ISHARES INC CORE MSCI EMKTetf | $24,000 | -61.3% | 587 | -49.0% | 0.00% | -55.6% |
| PPL | PPL CORP | $22,000 | -31.2% | 900 | 0.0% | 0.00% | -20.0% | |
| BIDU | BAIDU INCadr | $23,000 | -20.7% | 231 | 0.0% | 0.00% | 0.0% | |
| OPK | OPKO HEALTH INC | $25,000 | -7.4% | 18,440 | 0.0% | 0.00% | 0.0% | |
| IHI | New | ISHARES TRu.s. med dvc etf | $24,000 | – | 108 | +100.0% | 0.00% | – |
| SJB | New | PROSHARES TRshrt hgh yield | $23,000 | – | 1,000 | +100.0% | 0.00% | – |
| VXRT | New | VAXART INC | $16,000 | – | 9,090 | +100.0% | 0.00% | – |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATI | $18,000 | -95.8% | 540 | -94.0% | 0.00% | -95.2% |
| SDS | PROSHARES TR ULTRASHRT S&P500etf | $18,000 | +20.0% | 600 | 0.0% | 0.00% | +50.0% | |
| PBH | Sell | PRESTIGE CONSMR HEALTHCARE I | $17,000 | -15.0% | 461 | -7.8% | 0.00% | 0.0% |
| PKI | PERKINELMER INC | $16,000 | -20.0% | 211 | 0.0% | 0.00% | 0.0% | |
| OMC | Sell | OMNICOM GROUP INC COM | $16,000 | -52.9% | 300 | -28.1% | 0.00% | -40.0% |
| OKTA INCcall | $16,000 | +6.7% | 9 | 0.0% | 0.00% | +50.0% | ||
| XLU | Sell | SELECT SECTOR SPDR TR SBI INT-UTILSetf | $17,000 | -57.5% | 313 | -48.9% | 0.00% | -50.0% |
| JPS | NUVEEN PFD & INCM SECURTIES | $15,000 | -25.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NTCT | NETSCOUT SYS INC | $16,000 | -5.9% | 693 | 0.0% | 0.00% | 0.0% | |
| SFNC | SIMMONS 1ST NATL CORPcl a | $18,000 | -30.8% | 986 | 0.0% | 0.00% | -25.0% | |
| MCO | New | MOODYS CORP | $19,000 | – | 91 | +100.0% | 0.00% | – |
| LSXMK | LIBERTY MEDIA CORP DELAWARE | $16,000 | -36.0% | 510 | 0.0% | 0.00% | -25.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $17,000 | -10.5% | 151 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES TR CORE MSCI TOTALetf | $15,000 | -25.0% | 316 | 0.0% | 0.00% | 0.0% | |
| DDD | 3-D SYS CORP DELdel | $18,000 | -14.3% | 2,352 | 0.0% | 0.00% | 0.0% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $15,000 | -61.5% | 150 | -46.8% | 0.00% | -50.0% |
| ITA | New | ISHARES TRus aer def etf | $16,000 | – | 110 | +100.0% | 0.00% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $16,000 | – | 80 | +100.0% | 0.00% | – |
| IQV | New | IQVIA HLDGS INC | $15,000 | – | 142 | +100.0% | 0.00% | – |
| RYT | Sell | INVESCO EXCHANGE TRADED FD T S&P500 EQLtec | $17,000 | -88.6% | 107 | -85.8% | 0.00% | -86.4% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $18,000 | – | 173 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $16,000 | – | 50 | +100.0% | 0.00% | – |
| VFH | Sell | VANGUARD WORLD FDS FINANCIALSetf | $19,000 | -78.7% | 366 | -68.6% | 0.00% | -76.9% |
| EQIX | Sell | EQUINIX INC | $16,000 | -44.8% | 25 | -50.0% | 0.00% | -25.0% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $18,000 | -28.0% | 200 | 0.0% | 0.00% | -25.0% | |
| VVI | Buy | VIAD CORP | $18,000 | -69.0% | 857 | +0.1% | 0.00% | -66.7% |
| DE | DEERE & CO | $15,000 | -21.1% | 109 | 0.0% | 0.00% | 0.0% | |
| DNP | DNP SELECT INCOME FD | $15,000 | -21.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
| CTVA | Sell | CORTEVA INC | $15,000 | -25.0% | 625 | -6.0% | 0.00% | 0.0% |
| ABB | ABB LTDsponsored | $15,000 | -25.0% | 850 | 0.0% | 0.00% | 0.0% | |
| CP | Sell | CANADIAN PAC RY LTD | $18,000 | -81.4% | 80 | -78.9% | 0.00% | -78.6% |
| CNI | CANADIAN NATL RY CO | $16,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| UHAL | New | AMERCO | $15,000 | – | 50 | +100.0% | 0.00% | – |
| NFJ | ALLIANZGI NFJ DIVID INT & PR | $17,000 | -26.1% | 1,750 | 0.0% | 0.00% | 0.0% | |
| XAR | SPDR SERIES TRUST AEROSPACE DEFetf | $15,000 | -31.8% | 200 | 0.0% | 0.00% | 0.0% | |
| RVT | ROYCE VALUE TR INC | $18,000 | -33.3% | 1,850 | 0.0% | 0.00% | -25.0% | |
| FANG | DIAMONDBACK ENERGY INC | $11,000 | -71.1% | 406 | 0.0% | 0.00% | -66.7% | |
| AEF | ABERDEEN EMRG MRKTS EQT INM | $10,000 | -33.3% | 1,957 | 0.0% | 0.00% | 0.0% | |
| PENN | Buy | PENN NATL GAMING INC | $14,000 | -46.2% | 1,105 | +10.5% | 0.00% | -50.0% |
| FNLC | FIRST BANCORP INC ME | $11,000 | -26.7% | 500 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP | $14,000 | -22.2% | 47 | 0.0% | 0.00% | -33.3% | |
| ROBO | EXCHANGE TRADED CONCEPTS TR ROBO GLB ETFetf | $11,000 | -21.4% | 340 | 0.0% | 0.00% | 0.0% | |
| GD | Sell | GENERAL DYNAMICS CORP | $13,000 | -62.9% | 100 | -50.0% | 0.00% | -60.0% |
| D | DOMINION ENERGY INC | $14,000 | -17.6% | 200 | 0.0% | 0.00% | -33.3% | |
| CLX | Sell | CLOROX CO DEL | $12,000 | -36.8% | 67 | -47.2% | 0.00% | -33.3% |
| DXCM | New | DEX INC | $11,000 | – | 41 | +100.0% | 0.00% | – |
| VGM | INVESCO TR INVT GRADE MUNS | $14,000 | -6.7% | 1,170 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI CORP NEW | $12,000 | -40.0% | 433 | 0.0% | 0.00% | -33.3% | |
| PSK | SPDR SERIES TRUST WELLS FG PFDetf | $11,000 | -15.4% | 293 | 0.0% | 0.00% | 0.0% | |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $12,000 | – | 340 | +100.0% | 0.00% | – |
| WW | WW INTL INC | $14,000 | -57.6% | 857 | 0.0% | 0.00% | -60.0% | |
| FSLR | New | FIRST SOLAR INC | $14,000 | – | 384 | +100.0% | 0.00% | – |
| CMS | CMS ENERGY CORP | $10,000 | -9.1% | 176 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TR PUREFUNDS ISE CYetf | $13,000 | -13.3% | 360 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HLDGS INC | $10,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| TCOM | TRIP COM GROUP LTDads | $10,000 | -33.3% | 434 | 0.0% | 0.00% | 0.0% | |
| VIAC | VIACOMCBS INCcl b | $10,000 | -67.7% | 737 | 0.0% | 0.00% | -60.0% | |
| TTE | Sell | TOTAL S Aadr | $10,000 | -50.0% | 280 | -20.9% | 0.00% | -33.3% |
| BLL | BALL CORP | $12,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| INDA | ISHARES TR MSCI INDIA ETFetf | $11,000 | -31.2% | 455 | 0.0% | 0.00% | 0.0% | |
| HEZU | ISHARES TR CUR HD EURZN ETFetf | $13,000 | -23.5% | 530 | 0.0% | 0.00% | -33.3% | |
| AMSWA | AMERICAN SOFTWARE INCcl a | $14,000 | -6.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CWCO | CONSOLIDATED WATER CO INCord | $11,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| TDOC | New | TELADOC HEALTH INC | $12,000 | – | 80 | +100.0% | 0.00% | – |
| INFO | IHS MARKIT | $11,000 | -21.4% | 180 | 0.0% | 0.00% | 0.0% | |
| SYY | Sell | SYSCO CORP | $12,000 | -77.4% | 260 | -57.7% | 0.00% | -75.0% |
| EVA | New | ENVIVA PARTNERS LP | $13,000 | – | 500 | +100.0% | 0.00% | – |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP VALetf | $11,000 | -31.2% | 300 | 0.0% | 0.00% | 0.0% | |
| QLD | PROSHARES TR PSHSultra qqq | $11,000 | -26.7% | 120 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $11,000 | -59.3% | 400 | 0.0% | 0.00% | -50.0% | |
| ALC | Sell | ALCON INC | $12,000 | -45.5% | 228 | -40.5% | 0.00% | -33.3% |
| SPH | SUBURBAN PROPANE PARTNERSlp | $11,000 | -38.9% | 810 | 0.0% | 0.00% | -33.3% | |
| SNAP | Sell | SNAP INCcl a | $12,000 | -70.7% | 1,000 | -60.0% | 0.00% | -66.7% |
| CYBR | Exit | CYBERARK SOFTWARE | $0 | – | -86 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUPltd ord | $0 | – | -382 | -100.0% | -0.00% | – |
| TKR | Exit | TIMKEN CO | $0 | – | -183 | -100.0% | -0.00% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -145 | -100.0% | -0.00% | – |
| IT | Exit | GARTNER INC | $0 | – | -68 | -100.0% | -0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -50 | -100.0% | -0.00% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -500 | -100.0% | -0.00% | – |
| AGG | Exit | ISHARES TR CORE US AGGBDetf | $0 | – | -129 | -100.0% | -0.00% | – |
| SBS | Exit | COMPANHIA DE SANEAMENTO BASIsponsored adr | $0 | – | -876 | -100.0% | -0.00% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC | $0 | – | -25 | -100.0% | -0.00% | – |
| WES | Exit | WESTERN MIDSTREAM PARTNERS L COM UNITlp int ad | $0 | – | -610 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES TR 20 YR TR BDetf | $0 | – | -101 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -282 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -360 | -100.0% | -0.00% | – |
| BKNG | Exit | BOOKING HLDGS INC | $0 | – | -8 | -100.0% | -0.00% | – |
| TMUS | Exit | T MOBILE US INC | $0 | – | -192 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -151 | -100.0% | -0.00% | – |
| LXPPRC | Exit | LEXINGTON REALTY TRUSTpfd conv ser c | $0 | – | -200 | -100.0% | -0.00% | – |
| MIC | Exit | MACQUARIE INFRASTRUCTURE COR | $0 | – | -252 | -100.0% | -0.00% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -466 | -100.0% | -0.00% | – |
| NLY | Exit | ANNALY CAP MGMT INC | $0 | – | -1,750 | -100.0% | -0.00% | – |
| EFAV | Exit | ISHARES TR MIN VOL EAFEetf | $0 | – | -159 | -100.0% | -0.00% | – |
| UNIT | Exit | UNITI GROUP INC | $0 | – | -1,300 | -100.0% | -0.00% | – |
| EEB | Exit | INVESCO EXCHANGE TRADED FD Tbric etf | $0 | – | -315 | -100.0% | -0.00% | – |
| CFMS | Exit | CONFORMIS INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| FCPT | Exit | FOUR CORNERS PPTY TR INC | $0 | – | -380 | -100.0% | -0.00% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -52 | -100.0% | -0.00% | – |
| TRGP | Exit | TARGA RES CORP | $0 | – | -314 | -100.0% | -0.00% | – |
| ZAYO | Exit | ZAYO GROUP HLDGS INC | $0 | – | -380 | -100.0% | -0.00% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -750 | -100.0% | -0.00% | – |
| BRX | Exit | BRIXMOR PPTY GROUP INC | $0 | – | -500 | -100.0% | -0.00% | – |
| Exit | LIVE NATION ENTERTAINMENT INcall | $0 | – | -20 | -100.0% | -0.00% | – | |
| WYND | Exit | WYNDHAM WORLDWIDE CORP | $0 | – | -450 | -100.0% | -0.00% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -496 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -880 | -100.0% | -0.00% | – |
| GEL | Exit | GENESIS ENERGY L P UNITltd partn | $0 | – | -1,000 | -100.0% | -0.00% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -354 | -100.0% | -0.00% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -110 | -100.0% | -0.00% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -307 | -100.0% | -0.00% | – |
| MDCA | Exit | MDC PARTNERS INCcl a sub vtg | $0 | – | -6,347 | -100.0% | -0.00% | – |
| EOG | Exit | EOG RES INC | $0 | – | -250 | -100.0% | -0.00% | – |
| ARI | Exit | APOLLO COML REAL EST FIN INC | $0 | – | -1,087 | -100.0% | -0.00% | – |
| DK | Exit | DELEK US HLDGS INC NEW | $0 | – | -500 | -100.0% | -0.00% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -250 | -100.0% | -0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -450 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -577 | -100.0% | -0.00% | – |
| Exit | CRONOS GROUP INCcall | $0 | – | -486 | -100.0% | -0.00% | – | |
| CY | Exit | CYPRESS SEMICONDUCTOR CORP | $0 | – | -1,033 | -100.0% | -0.00% | – |
| FUN | Exit | CEDAR FAIR L Pdepositry unit | $0 | – | -486 | -100.0% | -0.00% | – |
| HIIQ | Exit | HEALTH INS INNOVATIONS INCcl a | $0 | – | -1,500 | -100.0% | -0.00% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -133 | -100.0% | -0.00% | – |
| BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -204 | -100.0% | -0.00% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -800 | -100.0% | -0.01% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -431 | -100.0% | -0.01% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -491 | -100.0% | -0.01% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -1,060 | -100.0% | -0.01% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -551 | -100.0% | -0.01% | – |
| VLUE | Exit | ISHARES TRedge msci usa vl | $0 | – | -500 | -100.0% | -0.01% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -250 | -100.0% | -0.01% | – |
| Exit | AVON PRODS INCcall | $0 | – | -285 | -100.0% | -0.01% | – | |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -700 | -100.0% | -0.01% | – |
| Exit | BIOGEN INCcall | $0 | – | -20 | -100.0% | -0.01% | – | |
| POL | Exit | POLYONE CORP | $0 | – | -1,500 | -100.0% | -0.01% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -407 | -100.0% | -0.01% | – |
| RGI | Exit | INVESCO EXCHANGE TRADED FDt s&p500 eql ind | $0 | – | -430 | -100.0% | -0.01% | – |
| APLE | Exit | APPLE HOSPITALITY REIT INC | $0 | – | -3,539 | -100.0% | -0.01% | – |
| QTEC | Exit | FIRST TR NASDAQ100 TECH INDE SHSetf | $0 | – | -650 | -100.0% | -0.01% | – |
| DEW | Exit | WISDOMTREE TR GLBhigh div fd | $0 | – | -1,400 | -100.0% | -0.01% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -1,268 | -100.0% | -0.01% | – |
| FNCL | Exit | FIDELITY COVINGTON TRmsci finls idx | $0 | – | -2,000 | -100.0% | -0.01% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -5,000 | -100.0% | -0.02% | – |
| SPMO | Exit | INVESCO EXCHNG TRADED FD TRs&p 500 momntm | $0 | – | -3,000 | -100.0% | -0.02% | – |
| Exit | MARVELL TECHNOLOGY GROUP LTDcall | $0 | – | -543 | -100.0% | -0.02% | – | |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -3,586 | -100.0% | -0.02% | – |
| TELL | Exit | TELLURIAN INC NEW | $0 | – | -28,852 | -100.0% | -0.03% | – |
| ATRS | Exit | ANTARES PHARMA INC | $0 | – | -47,500 | -100.0% | -0.03% | – |
| COT | Exit | COTT CORP QUE | $0 | – | -166,053 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HONEYWELL INTL INC COM IS | 36 | Q1 2022 | 2.9% |
| ACCENTURE PLC IRELAND CLA | 36 | Q1 2022 | 2.7% |
| AMERICAN TOWER REIT COM | 36 | Q1 2022 | 2.8% |
| NEWELL RUBBERMAID INC COM | 36 | Q1 2022 | 4.6% |
| CVS CAREMARK CORP | 36 | Q1 2022 | 5.0% |
| MICROSOFT CORP COM | 36 | Q1 2022 | 4.2% |
| ISHARES TR S&P MIDCAP 400 | 36 | Q1 2022 | 2.9% |
| ENTERPRISE PRODS PARTNERS | 36 | Q1 2022 | 2.4% |
| PIMCO ETF TR ENHANCED SHO | 36 | Q1 2022 | 4.6% |
| HCA HLDGS INC COM | 36 | Q1 2022 | 2.1% |
View KINGS POINT CAPITAL MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR/A | 2021-08-13 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
View KINGS POINT CAPITAL MANAGEMENT'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.