$537 Million is the total value of Lee Financial Co's 1005 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Buy | ISHARES TRcore s&p500 etf | $90,095,630 | +3.7% | 209,247 | +7.4% | 16.79% | +10.4% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $61,084,175 | -9.4% | 244,285 | -5.3% | 11.38% | -3.6% |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $45,132,510 | -7.0% | 806,370 | -4.4% | 8.41% | -1.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $32,233,925 | +3.8% | 92,018 | +1.0% | 6.01% | +10.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $22,845,329 | -2.8% | 241,531 | +2.4% | 4.26% | +3.4% |
EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $20,681,280 | -9.2% | 782,789 | -7.2% | 3.85% | -3.4% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $19,341,178 | +5.5% | 213,975 | -5.3% | 3.60% | +12.2% |
SHV | Sell | ISHARES TRshort treas bd | $18,856,567 | -3.6% | 170,694 | -3.6% | 3.51% | +2.5% |
GLD | Sell | SPDR GOLD TR | $16,365,932 | -13.3% | 95,456 | -9.8% | 3.05% | -7.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $15,641,164 | +22.6% | 228,121 | +26.0% | 2.91% | +30.4% |
DVY | Sell | ISHARES TRselect divid etf | $12,619,499 | -5.0% | 116,282 | -0.8% | 2.35% | +1.0% |
AAPL | Buy | APPLE INC | $12,541,197 | -9.8% | 73,250 | +2.2% | 2.34% | -4.1% |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $11,797,655 | -26.0% | 372,518 | -24.6% | 2.20% | -21.3% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $11,531,208 | -3.6% | 32,151 | -0.6% | 2.15% | +2.6% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $8,354,242 | -34.8% | 103,177 | -34.7% | 1.56% | -30.6% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $7,235,264 | -6.4% | 106,904 | -1.8% | 1.35% | -0.4% |
MSFT | Sell | MICROSOFT CORP | $6,533,130 | -15.6% | 20,691 | -9.0% | 1.22% | -10.3% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,358,346 | -2.8% | 125,659 | +0.6% | 1.18% | +3.4% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $5,059,611 | -27.7% | 52,204 | -27.2% | 0.94% | -23.1% |
IWP | Sell | ISHARES TRrus md cp gr etf | $4,511,604 | -7.7% | 49,335 | -2.4% | 0.84% | -1.8% |
ACWI | Buy | ISHARES TRmsci acwi etf | $3,486,940 | +3.6% | 37,750 | +7.6% | 0.65% | +10.2% |
BNL | Sell | BROADSTONE NET LEASE INC | $2,447,545 | -7.6% | 168,178 | -0.4% | 0.46% | -1.7% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $2,417,395 | -3.2% | 100,977 | -0.4% | 0.45% | +3.0% |
XOM | Sell | EXXON MOBIL CORP | $2,377,822 | +8.4% | 20,223 | -1.1% | 0.44% | +15.4% |
AVGO | Sell | BROADCOM INC | $2,347,220 | -9.4% | 2,826 | -5.4% | 0.44% | -3.7% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $2,280,558 | -66.8% | 16,300 | -65.7% | 0.42% | -64.6% |
IEFA | Sell | ISHARES TRcore msci eafe | $2,125,738 | -37.0% | 33,034 | -33.9% | 0.40% | -33.0% |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,960,702 | -8.3% | 12,726 | -4.1% | 0.36% | -2.7% |
ABBV | Sell | ABBVIE INC | $1,949,344 | +3.6% | 13,078 | -6.3% | 0.36% | +10.3% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,844,062 | -25.8% | 54,301 | -22.1% | 0.34% | -20.9% |
HD | Sell | HOME DEPOT INC | $1,773,982 | -6.0% | 5,871 | -3.4% | 0.33% | +0.3% |
WSO | Sell | WATSCO INC | $1,766,597 | -7.4% | 4,677 | -6.5% | 0.33% | -1.5% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,726,150 | -4.1% | 41,674 | +1.4% | 0.32% | +2.2% |
CNQ | Sell | CANADIAN NAT RES LTD | $1,607,085 | +7.4% | 24,816 | -6.6% | 0.30% | +14.1% |
SCZ | Sell | ISHARES TReafe sml cp etf | $1,598,779 | -5.0% | 28,312 | -0.8% | 0.30% | +1.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,581,645 | +0.9% | 3,137 | -3.8% | 0.30% | +7.7% |
PM | Sell | PHILIP MORRIS INTL INC | $1,534,685 | -11.2% | 16,540 | -6.4% | 0.29% | -5.6% |
PAYX | Sell | PAYCHEX INC | $1,505,634 | -3.2% | 13,055 | -6.1% | 0.28% | +3.3% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,441,281 | -9.5% | 7,623 | -4.8% | 0.27% | -3.6% |
BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $1,443,855 | -14.2% | 8,059 | -20.7% | 0.27% | -8.8% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,326,159 | +5.4% | 48,453 | +1.5% | 0.25% | +12.3% |
QSR | Sell | RESTAURANT BRANDS INTL INC | $1,302,416 | -19.6% | 19,528 | -6.5% | 0.24% | -14.4% |
CSCO | Sell | CISCO SYS INC | $1,295,348 | -2.2% | 24,095 | -5.8% | 0.24% | +3.9% |
KO | Buy | COCA COLA CO | $1,249,937 | -2.1% | 22,244 | +5.2% | 0.23% | +4.0% |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,239,997 | -18.8% | 11,348 | -17.1% | 0.23% | -13.5% |
Sell | LINDE PLC | $1,235,459 | -8.7% | 3,318 | -6.6% | 0.23% | -3.0% | |
BIPC | Sell | BROOKFIELD INFRASTRUCTURE CO | $1,224,250 | -27.5% | 34,642 | -6.5% | 0.23% | -23.0% |
TXN | Sell | TEXAS INSTRS INC | $1,222,470 | -16.7% | 7,688 | -5.7% | 0.23% | -11.3% |
SYY | Sell | SYSCO CORP | $1,194,251 | -17.0% | 18,081 | -6.7% | 0.22% | -11.5% |
SPGI | Sell | S&P GLOBAL INC | $1,043,977 | -14.8% | 2,857 | -6.5% | 0.20% | -9.3% |
STE | Sell | STERIS PLC | $1,046,415 | -7.3% | 4,769 | -5.0% | 0.20% | -1.5% |
BLK | Sell | BLACKROCK INC | $1,039,557 | -12.6% | 1,608 | -6.5% | 0.19% | -6.7% |
AMT | Sell | AMERICAN TOWER CORP NEW | $1,033,076 | -20.8% | 6,282 | -6.5% | 0.19% | -15.8% |
AMGN | Buy | AMGEN INC | $1,016,451 | +808.4% | 3,782 | +650.4% | 0.19% | +845.0% |
MRK | Buy | MERCK & CO INC | $1,016,222 | +427.9% | 9,854 | +494.7% | 0.19% | +455.9% |
VNOM | Sell | VIPER ENERGY PARTNERS LP | $1,003,514 | -1.7% | 35,994 | -5.4% | 0.19% | +4.5% |
ENLC | Buy | ENLINK MIDSTREAM LLC | $985,605 | +17.8% | 80,655 | +2.2% | 0.18% | +25.2% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $983,046 | +1.1% | 2,483 | +0.4% | 0.18% | +7.6% |
ORI | Sell | OLD REP INTL CORP | $977,680 | +0.0% | 36,291 | -6.5% | 0.18% | +6.4% |
VICI | Sell | VICI PPTYS INC | $956,312 | -29.4% | 32,796 | -23.8% | 0.18% | -24.9% |
CODI | Sell | COMPASS DIVERSIFIEDsh ben int | $916,390 | -19.5% | 48,822 | -6.9% | 0.17% | -14.1% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $908,233 | -5.3% | 6,410 | 0.0% | 0.17% | +0.6% | |
ENB | Sell | ENBRIDGE INC | $816,868 | -16.0% | 24,355 | -7.0% | 0.15% | -10.6% |
FERG | Buy | FERGUSON PLC NEW | $818,404 | +9.3% | 4,976 | +4.6% | 0.15% | +16.0% |
CNI | Sell | CANADIAN NATL RY CO | $813,776 | -16.7% | 7,512 | -6.9% | 0.15% | -11.1% |
OKE | Buy | ONEOK INC NEW | $804,483 | +4.4% | 12,683 | +1.6% | 0.15% | +11.1% |
FNF | Sell | FIDELITY NATIONAL FINANCIAL | $795,232 | +7.2% | 19,255 | -6.6% | 0.15% | +13.8% |
IEMG | Sell | ISHARES INCcore msci emkt | $793,009 | -6.4% | 16,663 | -3.1% | 0.15% | 0.0% |
LLY | Buy | ELI LILLY & CO | $747,148 | +22.8% | 1,391 | +7.2% | 0.14% | +29.9% |
SUI | Buy | SUN CMNTYS INC | $738,087 | +22.0% | 6,237 | +34.5% | 0.14% | +30.2% |
AMZN | Buy | AMAZON COM INC | $737,933 | +3.7% | 5,805 | +6.4% | 0.14% | +9.6% |
ORCL | Buy | ORACLE CORP | $723,541 | -10.6% | 6,831 | +0.5% | 0.14% | -4.9% |
JPM | Buy | JPMORGAN CHASE & CO | $706,539 | +0.8% | 4,872 | +1.1% | 0.13% | +7.3% |
IBDT | ISHARES TRibds dec28 etf | $694,467 | -1.9% | 28,900 | 0.0% | 0.13% | +4.0% | |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $673,009 | -6.0% | 37,916 | +3.4% | 0.12% | 0.0% |
NVDA | Buy | NVIDIA CORPORATION | $660,007 | +8.3% | 1,517 | +5.3% | 0.12% | +15.0% |
GOOG | ALPHABET INCcap stk cl c | $651,603 | +9.0% | 4,942 | 0.0% | 0.12% | +15.2% | |
WMT | Buy | WALMART INC | $638,685 | +2.6% | 3,994 | +0.8% | 0.12% | +9.2% |
DMLP | DORCHESTER MINERALS LP | $617,981 | -3.0% | 21,273 | 0.0% | 0.12% | +2.7% | |
MTN | Sell | VAIL RESORTS INC | $601,544 | -18.0% | 2,711 | -6.9% | 0.11% | -12.5% |
NEM | NEWMONT CORP | $593,417 | -13.4% | 16,060 | 0.0% | 0.11% | -7.5% | |
ET | ENERGY TRANSFER L P | $555,337 | +10.5% | 39,582 | 0.0% | 0.10% | +17.0% | |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $499,340 | +8.9% | 9,951 | +8.9% | 0.09% | +16.2% |
IWF | ISHARES TRrus 1000 grw etf | $486,614 | -3.2% | 1,826 | 0.0% | 0.09% | +3.4% | |
COST | Buy | COSTCO WHSL CORP NEW | $464,064 | +8.7% | 821 | +3.5% | 0.09% | +14.7% |
ITM | VANECK ETF TRUSTintrmdt muni etf | $463,050 | -4.3% | 10,500 | 0.0% | 0.09% | +1.2% | |
RWR | Buy | SPDR SER TRdj reit etf | $456,502 | -2.2% | 5,504 | +6.6% | 0.08% | +3.7% |
IBDS | New | ISHARES TRibonds 27 etf | $449,611 | – | 19,430 | +100.0% | 0.08% | – |
IBDQ | New | ISHARES TRibonds dec25 etf | $450,845 | – | 18,500 | +100.0% | 0.08% | – |
MO | Sell | ALTRIA GROUP INC | $452,060 | -52.8% | 10,694 | -49.3% | 0.08% | -50.0% |
IBDR | New | ISHARES TRibonds dec2026 | $451,066 | – | 19,330 | +100.0% | 0.08% | – |
MS | Buy | MORGAN STANLEY | $446,246 | +3145.4% | 5,464 | +3293.8% | 0.08% | +4050.0% |
CVX | Buy | CHEVRON CORP NEW | $439,120 | +8.2% | 2,604 | +0.9% | 0.08% | +15.5% |
WFC | Sell | WELLS FARGO CO NEW | $440,063 | -64.0% | 10,770 | -62.4% | 0.08% | -61.7% |
VOO | Buy | VANGUARD INDEX FDS | $437,499 | -3.1% | 1,110 | +0.5% | 0.08% | +3.8% |
UMH | Sell | UMH PPTYS INC | $432,967 | -18.3% | 30,882 | -6.9% | 0.08% | -12.9% |
FAST | New | FASTENAL CO | $436,301 | – | 7,985 | +100.0% | 0.08% | – |
GOOGL | Buy | ALPHABET INCcap stk cl a | $418,622 | +12.9% | 3,199 | +3.2% | 0.08% | +20.0% |
V | Sell | VISA INC | $407,349 | -10.2% | 1,771 | -7.3% | 0.08% | -3.8% |
STZ | CONSTELLATION BRANDS INCcl a | $402,128 | +2.1% | 1,600 | 0.0% | 0.08% | +8.7% | |
FB | Buy | META PLATFORMS INCcl a | $398,080 | +11.0% | 1,326 | +6.1% | 0.07% | +17.5% |
IGIB | ISHARES TR | $374,022 | -3.8% | 7,688 | 0.0% | 0.07% | +2.9% | |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $371,506 | -5.5% | 1,749 | -2.0% | 0.07% | 0.0% |
JNJ | JOHNSON & JOHNSON | $356,979 | -5.9% | 2,292 | 0.0% | 0.07% | +1.5% | |
VBTX | VERITEX HLDGS INC | $345,179 | +0.1% | 19,230 | 0.0% | 0.06% | +6.7% | |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $340,105 | -4.5% | 7,333 | -3.9% | 0.06% | +1.6% |
IBDU | ISHARES TRibonds dec 29 | $318,645 | -2.5% | 14,550 | 0.0% | 0.06% | +3.5% | |
PG | Buy | PROCTER AND GAMBLE CO | $314,206 | -2.5% | 2,154 | +1.4% | 0.06% | +5.4% |
F | FORD MTR CO DEL | $297,858 | -17.9% | 23,982 | 0.0% | 0.06% | -14.1% | |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $289,748 | +8.7% | 18,913 | 0.0% | 0.05% | +14.9% | |
ABT | ABBOTT LABS | $287,258 | -11.2% | 2,966 | 0.0% | 0.05% | -5.3% | |
LUV | Buy | SOUTHWEST AIRLS CO | $274,349 | -25.3% | 10,135 | +0.4% | 0.05% | -20.3% |
MRNA | MODERNA INC | $269,794 | -15.0% | 2,612 | 0.0% | 0.05% | -10.7% | |
TRGP | TARGA RES CORP | $266,247 | +12.6% | 3,106 | 0.0% | 0.05% | +22.0% | |
SLF | Sell | SUN LIFE FINANCIAL INC. | $255,761 | -14.5% | 5,241 | -8.7% | 0.05% | -7.7% |
MPLX | Buy | MPLX LP | $242,623 | +10.1% | 6,821 | +5.1% | 0.04% | +15.4% |
PXD | PIONEER NAT RES CO | $244,091 | +10.8% | 1,063 | 0.0% | 0.04% | +15.4% | |
RQI | COHEN & STEERS QUALITY INCOM | $239,976 | -12.8% | 23,713 | 0.0% | 0.04% | -6.2% | |
WMB | WILLIAMS COS INC | $236,370 | +3.2% | 7,016 | 0.0% | 0.04% | +10.0% | |
IEV | Buy | ISHARES TReurope etf | $238,794 | -1.0% | 5,003 | +4.8% | 0.04% | +4.8% |
BA | BOEING CO | $234,042 | -9.2% | 1,221 | 0.0% | 0.04% | -2.2% | |
ACWV | Sell | ISHARES INCmsci gbl min vol | $230,535 | -2.9% | 2,416 | -0.2% | 0.04% | +2.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $225,883 | +6.2% | 1,610 | +1.3% | 0.04% | +13.5% |
LNG | CHENIERE ENERGY INC | $223,715 | +8.9% | 1,348 | 0.0% | 0.04% | +16.7% | |
AGG | Sell | ISHARES TRcore us aggbd et | $227,904 | -33.8% | 2,423 | -31.1% | 0.04% | -30.0% |
WORLD GOLD TRspdr gld minis | $226,853 | -3.8% | 6,188 | 0.0% | 0.04% | +2.4% | ||
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $222,379 | -15.3% | 6,341 | -10.5% | 0.04% | -10.9% |
BX | Buy | BLACKSTONE INC | $222,683 | +15.7% | 2,078 | +0.3% | 0.04% | +20.6% |
MCD | Buy | MCDONALDS CORP | $212,881 | -11.5% | 808 | +0.2% | 0.04% | -4.8% |
HCA | HCA HEALTHCARE INC | $192,458 | -18.9% | 782 | 0.0% | 0.04% | -14.3% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $192,661 | -22.2% | 2,563 | -21.8% | 0.04% | -16.3% |
KMI | KINDER MORGAN INC DEL | $188,780 | -3.7% | 11,386 | 0.0% | 0.04% | +2.9% | |
COMB | Sell | GRANITESHARES ETF TR | $188,884 | +1.2% | 8,749 | -3.2% | 0.04% | +6.1% |
CMG | CHIPOTLE MEXICAN GRILL INC | $185,015 | -14.4% | 101 | 0.0% | 0.03% | -10.5% | |
TSLA | Buy | TESLA INC | $184,663 | +15.1% | 738 | +20.4% | 0.03% | +21.4% |
CFB | CROSSFIRST BANKSHARES INC | $177,019 | +0.9% | 17,544 | 0.0% | 0.03% | +6.5% | |
SLV | Buy | ISHARES SILVER TRishares | $172,118 | -2.5% | 8,462 | +0.1% | 0.03% | +3.2% |
DIS | Buy | DISNEY WALT CO | $172,232 | -7.8% | 2,125 | +1.6% | 0.03% | -3.0% |
NEE | Sell | NEXTERA ENERGY INC | $161,215 | -76.2% | 2,814 | -69.1% | 0.03% | -74.8% |
LMT | Buy | LOCKHEED MARTIN CORP | $151,725 | -9.2% | 371 | +2.2% | 0.03% | -3.4% |
SCHW | Buy | SCHWAB CHARLES CORP | $143,504 | -3.0% | 2,614 | +0.2% | 0.03% | +3.8% |
PFE | Sell | PFIZER INC | $139,371 | -12.3% | 4,202 | -3.0% | 0.03% | -7.1% |
TJX | Buy | TJX COS INC NEW | $138,413 | +13.9% | 1,557 | +8.7% | 0.03% | +23.8% |
ADI | ANALOG DEVICES INC | $134,645 | -10.1% | 769 | 0.0% | 0.02% | -3.8% | |
AMAT | APPLIED MATLS INC | $135,682 | -4.2% | 980 | 0.0% | 0.02% | 0.0% | |
CCI | Buy | CROWN CASTLE INC | $131,522 | +278.0% | 1,429 | +368.5% | 0.02% | +316.7% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $131,644 | -12.6% | 845 | +0.6% | 0.02% | -3.8% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $130,453 | -21.7% | 305 | -18.9% | 0.02% | -17.2% |
SYK | Buy | STRYKER CORPORATION | $128,485 | -7.0% | 469 | +3.8% | 0.02% | 0.0% |
HON | Buy | HONEYWELL INTL INC | $127,286 | +13.8% | 689 | +27.8% | 0.02% | +20.0% |
BSM | BLACK STONE MINERALS L P | $121,472 | +8.0% | 7,050 | 0.0% | 0.02% | +15.0% | |
PEP | Buy | PEPSICO INC | $120,472 | -5.3% | 711 | +3.5% | 0.02% | 0.0% |
PH | PARKER-HANNIFIN CORP | $118,804 | -0.1% | 305 | 0.0% | 0.02% | +4.8% | |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $113,199 | -5.4% | 2,242 | -1.8% | 0.02% | 0.0% |
BMY | BRISTOL-MYERS SQUIBB CO | $110,276 | -9.2% | 1,900 | 0.0% | 0.02% | 0.0% | |
OXY | Buy | OCCIDENTAL PETE CORP | $110,810 | +14.9% | 1,703 | +4.1% | 0.02% | +23.5% |
CSX | Buy | CSX CORP | $108,117 | -5.8% | 3,516 | +4.5% | 0.02% | 0.0% |
GIS | GENERAL MLS INC | $108,783 | -16.6% | 1,700 | 0.0% | 0.02% | -13.0% | |
VLO | Sell | VALERO ENERGY CORP | $109,402 | -13.0% | 772 | -28.0% | 0.02% | -9.1% |
KRP | KIMBELL RTY PARTNERS LPunit | $106,944 | +8.8% | 6,684 | 0.0% | 0.02% | +17.6% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $109,566 | +11.2% | 2,471 | +4.2% | 0.02% | +17.6% |
HST | HOST HOTELS & RESORTS INC | $101,911 | -4.5% | 6,336 | 0.0% | 0.02% | 0.0% | |
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $103,552 | -2.1% | 2,165 | 0.0% | 0.02% | 0.0% | |
AIRR | FIRST TR EXCHANGE-TRADED FDrba indl etf | $103,040 | -4.7% | 2,000 | 0.0% | 0.02% | 0.0% | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $94,763 | +6.1% | 711 | 0.0% | 0.02% | +12.5% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $94,214 | +4.1% | 1,391 | +10.0% | 0.02% | +12.5% |
MOAT | VANECK ETF TRUSTmrngstr wde moat | $95,028 | -5.0% | 1,253 | 0.0% | 0.02% | 0.0% | |
DE | DEERE & CO | $91,644 | -6.8% | 242 | 0.0% | 0.02% | 0.0% | |
OAKTREE SPECIALTY LENDING CO | $90,601 | +3.6% | 4,503 | 0.0% | 0.02% | +13.3% | ||
VO | VANGUARD INDEX FDSmid cap etf | $86,837 | -5.4% | 417 | 0.0% | 0.02% | 0.0% | |
CEQP | Buy | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $83,304 | +41.5% | 2,848 | +28.1% | 0.02% | +60.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $85,177 | +3.3% | 263 | +2.7% | 0.02% | +14.3% |
WD | WALKER & DUNLOP INC | $87,826 | -6.1% | 1,183 | 0.0% | 0.02% | 0.0% | |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $79,199 | -21.5% | 1,336 | -19.2% | 0.02% | -16.7% |
TSN | Buy | TYSON FOODS INCcl a | $77,890 | -0.2% | 1,543 | +0.9% | 0.02% | +7.1% |
SIBN | SI-BONE INC | $78,588 | -21.3% | 3,700 | 0.0% | 0.02% | -11.8% | |
LRCX | Buy | LAM RESEARCH CORP | $73,259 | -2.2% | 117 | +0.9% | 0.01% | +7.7% |
WYNN | Buy | WYNN RESORTS LTD | $76,239 | -12.3% | 825 | +0.2% | 0.01% | -6.7% |
GLW | Buy | CORNING INC | $74,410 | -12.2% | 2,442 | +0.9% | 0.01% | -6.7% |
MCHP | MICROCHIP TECHNOLOGY INC. | $74,694 | -12.9% | 957 | 0.0% | 0.01% | -6.7% | |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $72,965 | -3.1% | 1,368 | -0.1% | 0.01% | +7.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $73,668 | -4.2% | 2,273 | +9.9% | 0.01% | +7.7% |
TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $75,385 | -4.4% | 1,344 | 0.0% | 0.01% | 0.0% | |
Sell | BARCLAYS BANK PLCipth sr b s&p | $75,837 | -11.5% | 3,252 | -5.1% | 0.01% | -6.7% | |
UCBI | UNITED CMNTY BKS BLAIRSVLE G | $69,853 | +1.7% | 2,749 | 0.0% | 0.01% | +8.3% | |
ACWX | Sell | ISHARES TRmsci acwi ex us | $68,071 | -18.6% | 1,448 | -14.7% | 0.01% | -13.3% |
ABNB | AIRBNB INC | $70,253 | +7.1% | 512 | 0.0% | 0.01% | +18.2% | |
QCOM | Buy | QUALCOMM INC | $69,191 | +160.6% | 623 | +179.4% | 0.01% | +160.0% |
CMI | CUMMINS INC | $72,194 | -6.8% | 316 | 0.0% | 0.01% | -7.1% | |
AIV | APARTMENT INVT & MGMT COcl a | $68,000 | -20.2% | 10,000 | 0.0% | 0.01% | -13.3% | |
DEO | DIAGEO PLCspon adr new | $67,131 | -14.0% | 450 | 0.0% | 0.01% | -7.1% | |
PSX | Buy | PHILLIPS 66 | $67,886 | +42.6% | 565 | +13.2% | 0.01% | +62.5% |
NOC | NORTHROP GRUMMAN CORP | $63,828 | -3.4% | 145 | 0.0% | 0.01% | 0.0% | |
HAL | HALLIBURTON CO | $63,099 | +22.8% | 1,558 | 0.0% | 0.01% | +33.3% | |
CREDIT SUISSE AG NASSAU BRHx link silver | $65,961 | -4.9% | 945 | 0.0% | 0.01% | 0.0% | ||
TSHA | New | TAYSHA GENE THERAPIES INC | $63,200 | – | 20,000 | +100.0% | 0.01% | – |
EOG | EOG RES INC | $62,742 | +10.8% | 495 | 0.0% | 0.01% | +20.0% | |
KMB | KIMBERLY-CLARK CORP | $56,745 | -12.4% | 465 | 0.0% | 0.01% | 0.0% | |
IWO | ISHARES TRrus 2000 grw etf | $60,521 | -7.6% | 270 | 0.0% | 0.01% | 0.0% | |
DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $59,262 | -4.2% | 1,129 | 0.0% | 0.01% | 0.0% | |
SBUX | Buy | STARBUCKS CORP | $57,866 | -5.3% | 634 | +2.8% | 0.01% | 0.0% |
NFLX | Buy | NETFLIX INC | $61,172 | +1.4% | 162 | +18.2% | 0.01% | 0.0% |
EZU | Buy | ISHARES INCmsci eurzone etf | $52,251 | -2.9% | 1,237 | +5.3% | 0.01% | +11.1% |
TM | TOYOTA MOTOR CORPads | $53,925 | +11.8% | 300 | 0.0% | 0.01% | +25.0% | |
AEP | AMERICAN ELEC PWR CO INC | $51,526 | -10.7% | 685 | 0.0% | 0.01% | 0.0% | |
AXP | Buy | AMERICAN EXPRESS CO | $54,157 | -13.2% | 363 | +1.4% | 0.01% | -9.1% |
NS | NUSTAR ENERGY LP | $54,047 | +1.8% | 3,099 | 0.0% | 0.01% | +11.1% | |
AFL | AFLAC INC | $51,346 | +10.0% | 669 | 0.0% | 0.01% | +25.0% | |
REGN | REGENERON PHARMACEUTICALS | $51,024 | +14.5% | 62 | 0.0% | 0.01% | +25.0% | |
COP | Sell | CONOCOPHILLIPS | $53,819 | -26.2% | 447 | -36.1% | 0.01% | -23.1% |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $55,412 | -4.9% | 634 | 0.0% | 0.01% | 0.0% | |
DIMENSIONAL ETF TRUSTintl small cap v | $51,294 | +0.5% | 2,157 | 0.0% | 0.01% | +11.1% | ||
IEP | Sell | ICAHN ENTERPRISES LPdepositary unit | $52,179 | -61.6% | 2,638 | -43.6% | 0.01% | -58.3% |
INTC | INTEL CORP | $53,291 | +6.3% | 1,499 | 0.0% | 0.01% | +11.1% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $51,128 | -14.3% | 750 | 0.0% | 0.01% | 0.0% | |
SO | SOUTHERN CO | $55,012 | -7.9% | 850 | 0.0% | 0.01% | 0.0% | |
BIZD | Sell | VANECK ETF TRUST | $48,251 | -47.7% | 3,010 | -49.9% | 0.01% | -43.8% |
MET | METLIFE INC | $48,315 | +11.3% | 768 | 0.0% | 0.01% | +12.5% | |
ALC | New | ALCON AG | $50,089 | – | 650 | +100.0% | 0.01% | – |
ZTS | Buy | ZOETIS INCcl a | $47,323 | +281.6% | 272 | +277.8% | 0.01% | +350.0% |
ETN | Buy | EATON CORP PLC | $50,974 | +549.9% | 239 | +512.8% | 0.01% | +800.0% |
AMJ | JPMORGAN CHASE & COalerian ml etn | $46,189 | +7.8% | 1,870 | 0.0% | 0.01% | +12.5% | |
IJS | ISHARES TRsp smcp600vl etf | $46,484 | -6.2% | 521 | 0.0% | 0.01% | 0.0% | |
AEE | AMEREN CORP | $46,171 | -8.4% | 617 | 0.0% | 0.01% | 0.0% | |
NUE | NUCOR CORP | $49,883 | -4.6% | 318 | 0.0% | 0.01% | 0.0% | |
TGT | Sell | TARGET CORP | $50,310 | -21.5% | 455 | -6.4% | 0.01% | -18.2% |
EXC | EXELON CORP | $48,901 | -7.2% | 1,294 | 0.0% | 0.01% | 0.0% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $50,225 | -3.9% | 539 | 0.0% | 0.01% | 0.0% | |
SH | Sell | PROSHARES TRshort s&p 500 ne | $42,398 | -68.7% | 2,930 | -69.9% | 0.01% | -66.7% |
PPG | PPG INDS INC | $42,965 | -12.5% | 331 | 0.0% | 0.01% | -11.1% | |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $45,336 | -85.6% | 1,025 | -85.0% | 0.01% | -85.5% |
RTX | Sell | RTX CORPORATION | $45,414 | -50.5% | 631 | -32.7% | 0.01% | -50.0% |
FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $44,902 | -2.9% | 815 | 0.0% | 0.01% | 0.0% | |
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $41,423 | -3.5% | 1,581 | 0.0% | 0.01% | 0.0% | |
EFA | Sell | ISHARES TRmsci eafe etf | $43,971 | -17.9% | 638 | -13.7% | 0.01% | -11.1% |
EEM | ISHARES TRmsci emg mkt etf | $41,783 | -4.1% | 1,101 | 0.0% | 0.01% | 0.0% | |
HESM | Buy | HESS MIDSTREAM LP | $43,200 | +5.2% | 1,483 | +10.8% | 0.01% | +14.3% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $40,510 | +188.2% | 1,545 | +194.3% | 0.01% | +300.0% |
MELI | MERCADOLIBRE INC | $43,108 | +7.0% | 34 | 0.0% | 0.01% | +14.3% | |
LQD | New | ISHARES TRiboxx inv cp etf | $42,441 | – | 416 | +100.0% | 0.01% | – |
CAT | CATERPILLAR INC | $42,315 | +10.9% | 155 | 0.0% | 0.01% | +14.3% | |
IEUS | Sell | ISHARES TRdevsmcp exna etf | $37,407 | -60.3% | 756 | -57.7% | 0.01% | -56.2% |
PACW | PACWEST BANCORP DEL | $35,738 | -2.9% | 4,518 | 0.0% | 0.01% | +16.7% | |
DIMENSIONAL ETF TRUST | $35,768 | -3.3% | 886 | 0.0% | 0.01% | +16.7% | ||
NVO | Buy | NOVO-NORDISK A Sadr | $36,376 | +12.4% | 400 | +100.0% | 0.01% | +16.7% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $37,464 | -3.2% | 700 | +1.4% | 0.01% | 0.0% |
ETR | ENTERGY CORP NEW | $36,075 | -5.0% | 390 | 0.0% | 0.01% | 0.0% | |
MTDR | MATADOR RES CO | $35,392 | +13.7% | 595 | 0.0% | 0.01% | +40.0% | |
RPRX | ROYALTY PHARMA PLC | $35,282 | -11.7% | 1,300 | 0.0% | 0.01% | 0.0% | |
CLX | CLOROX CO DEL | $39,318 | -17.6% | 300 | 0.0% | 0.01% | -12.5% | |
DGRO | Sell | ISHARES TRcore div grwth | $35,910 | -40.5% | 725 | -38.1% | 0.01% | -36.4% |
DIMENSIONAL ETF TRUSTemerging mkts co | $37,390 | -3.1% | 1,604 | 0.0% | 0.01% | 0.0% | ||
IGE | ISHARES TRnorth amern nat | $34,701 | +8.0% | 828 | 0.0% | 0.01% | 0.0% | |
SHW | New | SHERWIN WILLIAMS CO | $31,882 | – | 125 | +100.0% | 0.01% | – |
MANH | MANHATTAN ASSOCIATES INC | $29,847 | -1.1% | 151 | 0.0% | 0.01% | +20.0% | |
RPM | RPM INTL INC | $34,227 | +5.7% | 361 | 0.0% | 0.01% | 0.0% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $31,818 | +12.4% | 650 | 0.0% | 0.01% | +20.0% | |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $34,846 | – | 699 | +100.0% | 0.01% | – |
BAC | BANK AMERICA CORP | $33,842 | -4.6% | 1,236 | 0.0% | 0.01% | 0.0% | |
AAXJ | Sell | ISHARES TRmsci ac asia etf | $30,417 | -7.7% | 479 | -3.4% | 0.01% | 0.0% |
ROP | New | ROPER TECHNOLOGIES INC | $33,900 | – | 70 | +100.0% | 0.01% | – |
DOV | DOVER CORP | $29,577 | -5.5% | 212 | 0.0% | 0.01% | +20.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $32,792 | -5.0% | 455 | 0.0% | 0.01% | 0.0% | |
MDT | MEDTRONIC PLC | $26,259 | -10.9% | 332 | 0.0% | 0.01% | 0.0% | |
EMR | EMERSON ELEC CO | $27,813 | +6.8% | 288 | 0.0% | 0.01% | 0.0% | |
EEMS | ISHARES INCem mkt sm-cp etf | $26,536 | +1.9% | 486 | 0.0% | 0.01% | 0.0% | |
ADP | AUTOMATIC DATA PROCESSING IN | $26,118 | +9.4% | 108 | 0.0% | 0.01% | +25.0% | |
CRBN | ISHARES TRmsci lw crb tg | $27,045 | -3.9% | 180 | 0.0% | 0.01% | 0.0% | |
KNSL | KINSALE CAP GROUP INC | $25,677 | +10.7% | 62 | 0.0% | 0.01% | +25.0% | |
TBT | PROSHARES TR | $27,454 | +33.4% | 700 | 0.0% | 0.01% | +25.0% | |
GEL | GENESIS ENERGY L Punit ltd partn | $27,266 | +8.1% | 2,642 | 0.0% | 0.01% | +25.0% | |
GPC | GENUINE PARTS CO | $27,613 | -14.6% | 190 | 0.0% | 0.01% | -16.7% | |
AM | ANTERO MIDSTREAM CORP | $24,224 | +3.3% | 2,022 | 0.0% | 0.01% | +25.0% | |
IGSB | ISHARES TR | $24,996 | -0.7% | 502 | 0.0% | 0.01% | +25.0% | |
BP | Buy | BP PLCsponsored adr | $26,717 | +19.6% | 690 | +9.0% | 0.01% | +25.0% |
VHT | VANGUARD WORLD FDShealth car etf | $28,448 | -4.0% | 121 | 0.0% | 0.01% | 0.0% | |
XLC | New | SELECT SECTOR SPDR TR | $24,393 | – | 372 | +100.0% | 0.01% | – |
BJ | BJS WHSL CLUB HLDGS INC | $25,694 | +13.3% | 360 | 0.0% | 0.01% | +25.0% | |
IGV | New | ISHARES TRexpanded tech | $24,912 | – | 73 | +100.0% | 0.01% | – |
DUK | DUKE ENERGY CORP NEW | $29,391 | -1.6% | 333 | 0.0% | 0.01% | 0.0% | |
C | CITIGROUP INC | $24,967 | -10.7% | 607 | 0.0% | 0.01% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $20,668 | +597.8% | 201 | +673.1% | 0.00% | +300.0% |
GCOW | PACER FDS TRglobl cash etf | $23,429 | -1.8% | 720 | 0.0% | 0.00% | 0.0% | |
LECO | LINCOLN ELEC HLDGS INC | $19,088 | -8.5% | 105 | 0.0% | 0.00% | 0.0% | |
SNY | Buy | SANOFIsponsored adr | $22,315 | +21.4% | 416 | +22.0% | 0.00% | +33.3% |
ECL | Buy | ECOLAB INC | $19,542 | +31936.1% | 115 | +100.0% | 0.00% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $23,235 | – | 56 | +100.0% | 0.00% | – |
Buy | SHELL PLCspon ads | $23,885 | +37.8% | 371 | +29.3% | 0.00% | +33.3% | |
GLOB | GLOBANT S A | $18,796 | +10.1% | 95 | 0.0% | 0.00% | +33.3% | |
NDSN | NORDSON CORP | $19,639 | -10.1% | 88 | 0.0% | 0.00% | 0.0% | |
ATKR | ATKORE INC | $23,125 | -4.3% | 155 | 0.0% | 0.00% | 0.0% | |
IBB | New | ISHARES TRishares biotech | $21,426 | – | 175 | +100.0% | 0.00% | – |
PIPR | PIPER SANDLER COMPANIES | $19,327 | +12.4% | 133 | 0.0% | 0.00% | +33.3% | |
GM | Buy | GENERAL MTRS CO | $23,475 | -6.3% | 712 | +9.5% | 0.00% | 0.0% |
ICSH | Buy | ISHARES TRblackrock ultra | $23,459 | +14.7% | 466 | +14.5% | 0.00% | 0.0% |
VOYA | VOYA FINANCIAL INC | $21,597 | -7.3% | 325 | 0.0% | 0.00% | 0.0% | |
MDLZ | MONDELEZ INTL INCcl a | $21,158 | -4.8% | 303 | 0.0% | 0.00% | 0.0% | |
EL | Buy | LAUDER ESTEE COS INCcl a | $22,262 | +109.9% | 154 | +185.2% | 0.00% | +100.0% |
SPTS | New | SPDR SER TRportfolio sh tsr | $18,812 | – | 655 | +100.0% | 0.00% | – |
EXP | EAGLE MATLS INC | $21,648 | -10.7% | 130 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP | $19,898 | -16.2% | 525 | 0.0% | 0.00% | 0.0% | |
PFGC | PERFORMANCE FOOD GROUP CO | $18,836 | -2.3% | 320 | 0.0% | 0.00% | +33.3% | |
FIX | Sell | COMFORT SYS USA INC | $24,028 | -6.2% | 141 | -9.6% | 0.00% | 0.0% |
TXRH | TEXAS ROADHOUSE INC | $19,220 | -14.4% | 200 | 0.0% | 0.00% | 0.0% | |
ROLL | RBC BEARINGS INC | $21,540 | +7.7% | 92 | 0.0% | 0.00% | 0.0% | |
LAD | LITHIA MTRS INC | $20,674 | -2.9% | 70 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC | $21,244 | -0.2% | 4,700 | 0.0% | 0.00% | 0.0% | |
SLB | SCHLUMBERGER LTD | $18,854 | +18.6% | 322 | 0.0% | 0.00% | +33.3% | |
MLM | MARTIN MARIETTA MATLS INC | $18,473 | -11.1% | 45 | 0.0% | 0.00% | -25.0% | |
ARQT | ARCUTIS BIOTHERAPEUTICS INC | $15,166 | -44.3% | 2,856 | 0.0% | 0.00% | -40.0% | |
PCTY | PAYLOCITY HLDG CORP | $18,716 | -1.5% | 103 | 0.0% | 0.00% | 0.0% | |
PYPL | PAYPAL HLDGS INC | $17,832 | -12.4% | 305 | 0.0% | 0.00% | -25.0% | |
COPX | GLOBAL X FDSglobal x copper | $17,477 | -4.6% | 480 | 0.0% | 0.00% | 0.0% | |
XLI | New | SELECT SECTOR SPDR TRindl | $15,309 | – | 151 | +100.0% | 0.00% | – |
PNFP | PINNACLE FINL PARTNERS INC | $16,425 | +18.3% | 245 | 0.0% | 0.00% | +50.0% | |
PII | POLARIS INC | $13,539 | -13.9% | 130 | 0.0% | 0.00% | 0.0% | |
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $16,860 | – | 295 | +100.0% | 0.00% | – |
TROW | Buy | PRICE T ROWE GROUP INC | $15,626 | +39.5% | 149 | +49.0% | 0.00% | +50.0% |
CGNX | COGNEX CORP | $15,067 | -24.2% | 355 | 0.0% | 0.00% | 0.0% | |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $14,954 | +28.8% | 43 | +30.3% | 0.00% | +50.0% |
PHM | PULTE GROUP INC | $16,327 | -4.7% | 220 | 0.0% | 0.00% | 0.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $16,875 | +19.3% | 150 | 0.0% | 0.00% | +50.0% | |
CL | New | COLGATE PALMOLIVE CO | $14,222 | – | 200 | +100.0% | 0.00% | – |
DLR | DIGITAL RLTY TR INC | $14,887 | +6.3% | 123 | 0.0% | 0.00% | +50.0% | |
ROK | ROCKWELL AUTOMATION INC | $13,437 | -13.2% | 47 | 0.0% | 0.00% | 0.0% | |
BIO | BIO RAD LABS INCcl a | $14,697 | -5.4% | 41 | 0.0% | 0.00% | 0.0% | |
SMTI | SANARA MEDTECH INC | $15,565 | -22.4% | 500 | 0.0% | 0.00% | -25.0% | |
ASHR | DBX ETF TRxtrack hrvst csi | $17,762 | -2.8% | 683 | 0.0% | 0.00% | 0.0% | |
MOH | Buy | MOLINA HEALTHCARE INC | $17,379 | +22.7% | 53 | +12.8% | 0.00% | +50.0% |
JAZZ | JAZZ PHARMACEUTICALS PLC | $15,274 | +4.4% | 118 | 0.0% | 0.00% | 0.0% | |
FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $18,206 | – | 317 | +100.0% | 0.00% | – |
HXL | HEXCEL CORP NEW | $14,331 | -14.3% | 220 | 0.0% | 0.00% | 0.0% | |
HOLX | HOLOGIC INC | $17,350 | -14.3% | 250 | 0.0% | 0.00% | -25.0% | |
MMM | 3M CO | $18,724 | -6.5% | 200 | 0.0% | 0.00% | -25.0% | |
HUM | Buy | HUMANA INC | $13,640 | +69.1% | 28 | +55.6% | 0.00% | +200.0% |
ITT | ITT INC | $14,197 | +5.0% | 145 | 0.0% | 0.00% | +50.0% | |
IEX | Buy | IDEX CORP | $18,306 | +46.6% | 88 | +51.7% | 0.00% | +50.0% |
MCK | MCKESSON CORP | $15,242 | +1.8% | 35 | 0.0% | 0.00% | 0.0% | |
CYBR | CYBERARK SOFTWARE LTD | $18,343 | +4.8% | 112 | 0.0% | 0.00% | 0.0% | |
BAX | BAXTER INTL INC | $15,259 | -16.8% | 400 | 0.0% | 0.00% | 0.0% | |
ITGR | INTEGER HLDGS CORP | $14,510 | -11.5% | 185 | 0.0% | 0.00% | 0.0% | |
ITCI | INTRA-CELLULAR THERAPIES INC | $13,544 | -17.7% | 260 | 0.0% | 0.00% | 0.0% | |
INTU | Buy | INTUIT | $17,373 | +170.8% | 34 | +142.9% | 0.00% | +200.0% |
BLDR | BUILDERS FIRSTSOURCE INC | $17,429 | -8.5% | 140 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $16,043 | +29.8% | 106 | 0.0% | 0.00% | +50.0% | |
CDW | CDW CORP | $15,940 | +10.0% | 79 | 0.0% | 0.00% | 0.0% | |
ESI | ELEMENT SOLUTIONS INC | $15,885 | +2.1% | 810 | 0.0% | 0.00% | 0.0% | |
FIVE | FIVE BELOW INC | $13,677 | -18.1% | 85 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $18,245 | -3.8% | 67 | 0.0% | 0.00% | 0.0% | |
VTV | VANGUARD INDEX FDSvalue etf | $17,656 | -2.9% | 128 | 0.0% | 0.00% | 0.0% | |
ENTG | ENTEGRIS INC | $17,374 | -15.3% | 185 | 0.0% | 0.00% | -25.0% | |
CRM | SALESFORCE INC | $14,804 | -4.0% | 73 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONAL | $13,418 | -16.3% | 365 | 0.0% | 0.00% | 0.0% | |
CVCO | CAVCO INDS INC DEL | $18,331 | -9.9% | 69 | 0.0% | 0.00% | -25.0% | |
LOW | LOWES COS INC | $14,550 | -7.9% | 70 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $14,466 | -23.7% | 224 | 0.0% | 0.00% | 0.0% | |
FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $13,903 | – | 233 | +100.0% | 0.00% | – |
ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $13,518 | +21.8% | 600 | 0.0% | 0.00% | +50.0% | |
SUSB | ISHARES TResg awre 1 5 yr | $16,758 | -0.6% | 705 | 0.0% | 0.00% | 0.0% | |
LANC | LANCASTER COLONY CORP | $14,358 | -17.9% | 87 | 0.0% | 0.00% | 0.0% | |
FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $14,783 | – | 133 | +100.0% | 0.00% | – |
JACOBS SOLUTIONS INC | $15,288 | +14.8% | 112 | 0.0% | 0.00% | +50.0% | ||
TRV | TRAVELERS COMPANIES INC | $18,618 | -6.0% | 114 | 0.0% | 0.00% | 0.0% | |
FSS | Sell | FEDERAL SIGNAL CORP | $14,634 | -19.8% | 245 | -14.0% | 0.00% | 0.0% |
GILD | GILEAD SCIENCES INC | $17,462 | -2.8% | 233 | 0.0% | 0.00% | 0.0% | |
ACHC | ACADIA HEALTHCARE COMPANY IN | $12,656 | -11.7% | 180 | 0.0% | 0.00% | -33.3% | |
ROCK | Sell | GIBRALTAR INDS INC | $12,827 | -18.5% | 190 | -24.0% | 0.00% | -33.3% |
BSX | BOSTON SCIENTIFIC CORP | $8,818 | -2.4% | 167 | 0.0% | 0.00% | 0.0% | |
VMC | Buy | VULCAN MATLS CO | $8,284 | +359.2% | 41 | +412.5% | 0.00% | – |
NU HLDGS LTD | $12,470 | -8.1% | 1,720 | 0.0% | 0.00% | 0.0% | ||
MU | Buy | MICRON TECHNOLOGY INC | $11,634 | +159.6% | 171 | +140.8% | 0.00% | +100.0% |
ADC | AGREE RLTY CORP | $11,048 | -15.5% | 200 | 0.0% | 0.00% | 0.0% | |
GMED | GLOBUS MED INCcl a | $11,172 | -16.6% | 225 | 0.0% | 0.00% | 0.0% | |
CI | THE CIGNA GROUP | $12,588 | +2.0% | 44 | 0.0% | 0.00% | 0.0% | |
MDXG | MIMEDX GROUP INC | $8,712 | +10.3% | 1,195 | 0.0% | 0.00% | +100.0% | |
MGY | MAGNOLIA OIL & GAS CORPcl a | $11,685 | +9.6% | 510 | 0.0% | 0.00% | 0.0% | |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $12,237 | +24.5% | 150 | 0.0% | 0.00% | 0.0% | |
DORM | DORMAN PRODS INC | $11,364 | -3.9% | 150 | 0.0% | 0.00% | 0.0% | |
DHR | Buy | DANAHER CORPORATION | $12,405 | +88507.1% | 50 | +100.0% | 0.00% | – |
GTES | Buy | GATES INDL CORP PLC | $9,288 | +4.4% | 800 | +21.2% | 0.00% | 0.0% |
CHX | CHAMPIONX CORPORATION | $8,905 | +14.8% | 250 | 0.0% | 0.00% | +100.0% | |
FTV | Buy | FORTIVE CORP | $11,718 | +374.8% | 158 | +378.8% | 0.00% | – |
CME | CME GROUP INC | $9,211 | +8.1% | 46 | 0.0% | 0.00% | +100.0% | |
GTLS | New | CHART INDS INC | $10,148 | – | 60 | +100.0% | 0.00% | – |
ANTM | ELEVANCE HEALTH INC | $8,709 | -2.0% | 20 | 0.0% | 0.00% | 0.0% | |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $9,141 | – | 71 | +100.0% | 0.00% | – |
CCK | New | CROWN HLDGS INC | $13,272 | – | 150 | +100.0% | 0.00% | – |
IYG | ISHARES TRu.s. fin svc etf | $10,242 | -1.8% | 66 | 0.0% | 0.00% | 0.0% | |
HALO | HALOZYME THERAPEUTICS INC | $12,224 | +5.9% | 320 | 0.0% | 0.00% | 0.0% | |
JBL | JABIL INC | $8,248 | +17.6% | 65 | 0.0% | 0.00% | +100.0% | |
TTC | TORO CO | $12,881 | -18.2% | 155 | 0.0% | 0.00% | -33.3% | |
ED | CONSOLIDATED EDISON INC | $12,573 | -5.4% | 147 | 0.0% | 0.00% | 0.0% | |
FOXA | Buy | FOX CORP | $8,393 | +18.1% | 269 | +28.7% | 0.00% | +100.0% |
CNC | CENTENE CORP DEL | $9,576 | +2.1% | 139 | 0.0% | 0.00% | 0.0% | |
SNDR | SCHNEIDER NATIONAL INCcl b | $11,769 | -3.6% | 425 | 0.0% | 0.00% | 0.0% | |
DTM | DT MIDSTREAM INC | $8,732 | +6.7% | 165 | 0.0% | 0.00% | +100.0% | |
EQH | EQUITABLE HLDGS INC | $13,145 | +4.5% | 463 | 0.0% | 0.00% | 0.0% | |
VCEL | VERICEL CORP | $8,213 | -10.8% | 245 | 0.0% | 0.00% | 0.0% | |
OVV | OVINTIV INC | $11,608 | +25.0% | 244 | 0.0% | 0.00% | 0.0% | |
KYN | KAYNE ANDERSON ENERGY INFRST | $9,672 | +3.3% | 1,150 | 0.0% | 0.00% | 0.0% | |
CMCO | COLUMBUS MCKINNON CORP N Y | $9,950 | -14.1% | 285 | 0.0% | 0.00% | 0.0% | |
RPD | RAPID7 INC | $8,241 | +1.1% | 180 | 0.0% | 0.00% | +100.0% | |
GSK PLCsponsored adr | $13,050 | +1.7% | 360 | 0.0% | 0.00% | 0.0% | ||
CVS | CVS HEALTH CORP | $8,379 | +1.0% | 120 | 0.0% | 0.00% | +100.0% | |
MLPX | GLOBAL X FDSglb x mlp enrg i | $10,596 | +2.0% | 250 | 0.0% | 0.00% | 0.0% | |
EUFN | New | ISHARES TRmsci euro fl etf | $9,096 | – | 481 | +100.0% | 0.00% | – |
AOR | ISHARES TRgrwt allocat etf | $8,153 | -4.0% | 165 | 0.0% | 0.00% | +100.0% | |
BAR | GRANITESHARES GOLD TR | $9,140 | -3.8% | 500 | 0.0% | 0.00% | 0.0% | |
THRM | GENTHERM INC | $8,953 | -4.0% | 165 | 0.0% | 0.00% | 0.0% | |
AUB | ATLANTIC UN BANKSHARES CORP | $10,505 | +10.9% | 365 | 0.0% | 0.00% | 0.0% | |
GE HEALTHCARE TECHNOLOGIES I | $8,778 | -16.2% | 129 | 0.0% | 0.00% | 0.0% | ||
KWR | QUAKER HOUGHTON | $11,840 | -17.9% | 74 | 0.0% | 0.00% | -33.3% | |
LOPE | GRAND CANYON ED INC | $9,351 | +13.2% | 80 | 0.0% | 0.00% | +100.0% | |
SF | STIFEL FINL CORP | $11,367 | +3.0% | 185 | 0.0% | 0.00% | 0.0% | |
EXPO | EXPONENT INC | $12,840 | -8.3% | 150 | 0.0% | 0.00% | 0.0% | |
FEI | Sell | FIRST TR MLP & ENERGY INCOM | $10,117 | -5.9% | 1,279 | -8.2% | 0.00% | 0.0% |
ACWF | ISHARES TRglobal equity | $10,654 | -2.9% | 310 | 0.0% | 0.00% | 0.0% | |
WTFC | WINTRUST FINL CORP | $12,458 | +4.0% | 165 | 0.0% | 0.00% | 0.0% | |
POR | PORTLAND GEN ELEC CO | $9,513 | -13.6% | 235 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $10,641 | +11.5% | 300 | 0.0% | 0.00% | 0.0% | |
EGP | EASTGROUP PPTYS INC | $13,323 | -4.1% | 80 | 0.0% | 0.00% | 0.0% | |
ATR | APTARGROUP INC | $8,753 | +7.9% | 70 | 0.0% | 0.00% | +100.0% | |
CQP | CHENIERE ENERGY PARTNERS LP | $9,971 | +17.4% | 184 | 0.0% | 0.00% | +100.0% | |
ACN | New | ACCENTURE PLC IRELAND | $10,749 | – | 35 | +100.0% | 0.00% | – |
ISRG | INTUITIVE SURGICAL INC | $11,108 | -14.5% | 38 | 0.0% | 0.00% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $11,827 | -20.0% | 50 | 0.0% | 0.00% | -33.3% | |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $8,768 | -86.7% | 320 | +44.1% | 0.00% | -83.3% |
ADBE | ADOBE INC | $11,729 | +4.3% | 23 | 0.0% | 0.00% | 0.0% | |
SLAB | SILICON LABORATORIES INC | $11,589 | -26.5% | 100 | 0.0% | 0.00% | -33.3% | |
DIMENSIONAL ETF TRUSTintl core equity | $10,111 | -3.8% | 433 | 0.0% | 0.00% | 0.0% | ||
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $9,348 | -6.4% | 159 | 0.0% | 0.00% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $9,455 | +4.1% | 109 | 0.0% | 0.00% | 0.0% | |
BRKS | AZENTA INC | $12,799 | +7.5% | 255 | 0.0% | 0.00% | 0.0% | |
DOC | PHYSICIANS RLTY TR | $8,229 | -12.9% | 675 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $9,419 | -18.8% | 16 | 0.0% | 0.00% | 0.0% | |
BFAM | BRIGHT HORIZONS FAM SOL IN D | $13,034 | -11.9% | 160 | 0.0% | 0.00% | -33.3% | |
IDA | IDACORP INC | $13,111 | -8.7% | 140 | 0.0% | 0.00% | -33.3% | |
BURL | BURLINGTON STORES INC | $11,095 | -14.0% | 82 | 0.0% | 0.00% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $9,042 | +7.0% | 46 | 0.0% | 0.00% | +100.0% | |
MKTX | MARKETAXESS HLDGS INC | $8,973 | -18.3% | 42 | 0.0% | 0.00% | 0.0% | |
SRVR | PACER FDS TRdata and infrast | $10,356 | -11.3% | 400 | 0.0% | 0.00% | 0.0% | |
New | CCC INTELLIGENT SOLUTIONS HL | $10,947 | – | 820 | +100.0% | 0.00% | – | |
ODFL | OLD DOMINION FREIGHT LINE IN | $9,002 | +10.7% | 22 | 0.0% | 0.00% | +100.0% | |
AMP | AMERIPRISE FINL INC | $3,297 | -0.8% | 10 | 0.0% | 0.00% | 0.0% | |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,745 | – | 70 | +100.0% | 0.00% | – |
VDE | VANGUARD WORLD FDSenergy etf | $6,337 | +12.3% | 50 | 0.0% | 0.00% | 0.0% | |
VFH | New | VANGUARD WORLD FDSfinancials etf | $6,828 | – | 85 | +100.0% | 0.00% | – |
VIS | VANGUARD WORLD FDSindustrial etf | $5,283 | -5.1% | 27 | 0.0% | 0.00% | 0.0% | |
VOX | New | VANGUARD WORLD FDS | $3,261 | – | 31 | +100.0% | 0.00% | – |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $7,776 | -87.3% | 135 | -87.3% | 0.00% | -90.9% |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $4,284 | – | 20 | +100.0% | 0.00% | – |
SMH | New | VANECK ETF TRUSTsemiconductr etf | $7,539 | – | 52 | +100.0% | 0.00% | – |
VRTV | VERITIV CORP | $2,703 | +34.5% | 16 | 0.0% | 0.00% | – | |
VTRS | VIATRIS INC | $4,714 | -1.2% | 478 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $5,903 | +3.1% | 120 | 0.0% | 0.00% | 0.0% | |
UHS | UNIVERSAL HLTH SVCS INCcl b | $3,647 | -20.3% | 29 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC | $4,571 | -3.1% | 43 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $3,557 | -0.2% | 8 | 0.0% | 0.00% | 0.0% | |
WARNER BROS DISCOVERY INC | $6,919 | -13.4% | 637 | 0.0% | 0.00% | 0.0% | ||
DFS | DISCOVER FINL SVCS | $3,899 | -25.9% | 45 | 0.0% | 0.00% | 0.0% | |
A | Buy | AGILENT TECHNOLOGIES INC | $5,368 | +147.5% | 48 | +166.7% | 0.00% | – |
WELL | WELLTOWER INC | $2,868 | +1.3% | 35 | 0.0% | 0.00% | – | |
WY | Sell | WEYERHAEUSER CO MTN BE | $4,967 | -8.9% | 162 | -0.6% | 0.00% | 0.0% |
WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $4,193 | +0.4% | 180 | 0.0% | 0.00% | 0.0% | |
DOW | DOW INC | $5,878 | -3.2% | 114 | 0.0% | 0.00% | 0.0% | |
XYL | XYLEM INC | $3,551 | -19.2% | 39 | 0.0% | 0.00% | 0.0% | |
DD | DUPONT DE NEMOURS INC | $3,506 | +4.4% | 47 | 0.0% | 0.00% | 0.0% | |
ALLE | New | ALLEGION PLC | $3,439 | – | 33 | +100.0% | 0.00% | – |
ADSK | AUTODESK INC | $5,794 | +1.1% | 28 | 0.0% | 0.00% | 0.0% | |
DOX | AMDOCS LTD | $3,482 | -14.5% | 41 | 0.0% | 0.00% | 0.0% | |
ACGL | ARCH CAP GROUP LTDord | $2,790 | +6.5% | 35 | 0.0% | 0.00% | – | |
JCI | JOHNSON CTLS INTL PLC | $2,787 | -21.8% | 52 | 0.0% | 0.00% | 0.0% | |
AMN | AMN HEALTHCARE SVCS INC | $3,152 | -21.9% | 37 | 0.0% | 0.00% | 0.0% | |
UL | New | UNILEVER PLCspon adr new | $4,743 | – | 96 | +100.0% | 0.00% | – |
APTV | APTIV PLC | $7,691 | -3.4% | 78 | 0.0% | 0.00% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $4,465 | +6.1% | 22 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $2,724 | -19.1% | 60 | 0.0% | 0.00% | 0.0% | |
DEA | EASTERLY GOVT PPTYS INC | $7,201 | -21.2% | 630 | 0.0% | 0.00% | -50.0% | |
RCL | ROYAL CARIBBEAN GROUP | $4,331 | -11.2% | 47 | 0.0% | 0.00% | 0.0% | |
DHT | DHT HOLDINGS INC | $3,070 | +20.8% | 298 | 0.0% | 0.00% | – | |
AZO | AUTOZONE INC | $5,080 | +1.9% | 2 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP | $3,750 | -23.7% | 22 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $5,298 | -7.2% | 44 | 0.0% | 0.00% | 0.0% | |
EME | EMCOR GROUP INC | $3,788 | +13.9% | 18 | 0.0% | 0.00% | 0.0% | |
ESRT | EMPIRE ST RLTY TR INCcl a | $5,452 | +7.3% | 678 | 0.0% | 0.00% | 0.0% | |
UBER | UBER TECHNOLOGIES INC | $7,130 | +6.5% | 155 | 0.0% | 0.00% | 0.0% | |
USB | US BANCORP DEL | $6,977 | +0.1% | 208 | 0.0% | 0.00% | 0.0% | |
UGI | UGI CORP NEW | $7,060 | -14.5% | 302 | 0.0% | 0.00% | 0.0% | |
EVR | EVERCORE INCclass a | $4,551 | +11.6% | 33 | 0.0% | 0.00% | 0.0% | |
Buy | EXCELERATE ENERGY INC | $5,266 | +43.9% | 309 | +71.7% | 0.00% | 0.0% | |
DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $7,313 | -3.8% | 324 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP | $3,475 | +7.4% | 4 | 0.0% | 0.00% | 0.0% | |
FDX | FEDEX CORP | $7,188 | +6.7% | 27 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $5,059 | -5.7% | 6 | 0.0% | 0.00% | 0.0% | |
TSCO | TRACTOR SUPPLY CO | $3,249 | -8.2% | 16 | 0.0% | 0.00% | 0.0% | |
FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $2,761 | +7.6% | 2 | 0.0% | 0.00% | – | |
FSLR | FIRST SOLAR INC | $3,232 | -15.0% | 20 | 0.0% | 0.00% | 0.0% | |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $7,502 | – | 47 | +100.0% | 0.00% | – |
FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $5,819 | – | 334 | +100.0% | 0.00% | – |
FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $3,987 | – | 75 | +100.0% | 0.00% | – |
TTE | New | TOTALENERGIES SEsponsored ads | $4,791 | – | 72 | +100.0% | 0.00% | – |
BBY | BEST BUY INC | $2,886 | -15.1% | 41 | 0.0% | 0.00% | 0.0% | |
NTG | TORTOISE MIDSTRM ENERGY FD I | $2,904 | -1.3% | 85 | 0.0% | 0.00% | 0.0% | |
BHP | New | BHP GROUP LTDsponsored ads | $3,755 | – | 66 | +100.0% | 0.00% | – |
FRANKLIN BSP RLTY TR INC | $4,648 | -6.5% | 351 | 0.0% | 0.00% | 0.0% | ||
FCX | FREEPORT-MCMORAN INCcl b | $4,848 | -6.8% | 130 | 0.0% | 0.00% | 0.0% | |
TOL | TOLL BROTHERS INC | $3,329 | -6.5% | 45 | 0.0% | 0.00% | 0.0% | |
GENERAL ELECTRIC CO | $5,586 | +0.7% | 50 | 0.0% | 0.00% | 0.0% | ||
GBCI | GLACIER BANCORP INC NEW | $6,983 | -8.6% | 245 | 0.0% | 0.00% | 0.0% | |
GNL | New | GLOBAL NET LEASE INC | $6,651 | – | 692 | +100.0% | 0.00% | – |
KINETIK HOLDINGS INC | $5,468 | -4.0% | 162 | 0.0% | 0.00% | 0.0% | ||
HRB | BLOCK H & R INC | $4,902 | +34.9% | 113 | 0.0% | 0.00% | 0.0% | |
Buy | HALEON PLCspon ads | $4,402 | +16.5% | 528 | +17.1% | 0.00% | 0.0% | |
HIG | HARTFORD FINL SVCS GROUP INC | $5,921 | -1.5% | 83 | 0.0% | 0.00% | 0.0% | |
BCC | BOISE CASCADE CO DEL | $2,989 | +14.0% | 29 | 0.0% | 0.00% | – | |
BKNG | Sell | BOOKING HOLDINGS INC | $6,168 | -67.4% | 2 | -71.4% | 0.00% | -66.7% |
HT | HERSHA HOSPITALITY TR | $2,934 | +61.4% | 296 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $4,530 | +3.4% | 259 | 0.0% | 0.00% | 0.0% | |
HI | HILLENBRAND INC | $4,528 | -17.5% | 107 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC | $6,759 | +3.2% | 45 | 0.0% | 0.00% | 0.0% | |
HMC | New | HONDA MOTOR LTD | $4,979 | – | 148 | +100.0% | 0.00% | – |
THO | THOR INDS INC | $3,901 | -8.1% | 41 | 0.0% | 0.00% | 0.0% | |
HWM | HOWMET AEROSPACE INC | $3,053 | -6.7% | 66 | 0.0% | 0.00% | 0.0% | |
BWA | BORGWARNER INC | $7,591 | -17.5% | 188 | 0.0% | 0.00% | -50.0% | |
HBAN | HUNTINGTON BANCSHARES INC | $4,701 | -3.5% | 452 | 0.0% | 0.00% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $6,025 | -7.9% | 26 | 0.0% | 0.00% | 0.0% | |
ILMN | ILLUMINA INC | $3,021 | -26.8% | 22 | 0.0% | 0.00% | 0.0% | |
IR | Sell | INGERSOLL RAND INC | $7,011 | -20.0% | 110 | -17.9% | 0.00% | -50.0% |
TMO | New | THERMO FISHER SCIENTIFIC INC | $7,598 | – | 15 | +100.0% | 0.00% | – |
BNOV | New | INNOVATOR ETFS TRus eqty buf nov | $3,077 | – | 94 | +100.0% | 0.00% | – |
UOCT | New | INNOVATOR ETFS TRus eqty ultra b | $6,104 | – | 200 | +100.0% | 0.00% | – |
PODD | INSULET CORP | $3,988 | -44.7% | 25 | 0.0% | 0.00% | 0.0% | |
NTLA | INTELLIA THERAPEUTICS INC | $4,332 | -22.5% | 137 | 0.0% | 0.00% | 0.0% | |
ICE | INTERCONTINENTAL EXCHANGE IN | $2,971 | -2.7% | 27 | 0.0% | 0.00% | 0.0% | |
IPG | INTERPUBLIC GROUP COS INC | $5,217 | -25.7% | 182 | 0.0% | 0.00% | 0.0% | |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $4,223 | -4.3% | 150 | +900.0% | 0.00% | 0.0% |
RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,704 | -10.3% | 90 | +400.0% | 0.00% | 0.0% |
RCD | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $4,040 | -8.5% | 96 | +200.0% | 0.00% | 0.0% |
TMHC | TAYLOR MORRISON HOME CORP | $2,898 | -12.6% | 68 | 0.0% | 0.00% | 0.0% | |
IAU | Buy | ISHARES GOLD TRishares new | $3,325 | +128.4% | 95 | +137.5% | 0.00% | – |
T | AT&T INC | $4,522 | -5.8% | 301 | 0.0% | 0.00% | 0.0% | |
EWY | ISHARES INCmsci sth kor etf | $6,425 | -7.0% | 109 | 0.0% | 0.00% | 0.0% | |
TPR | Buy | TAPESTRY INC | $5,003 | +2.5% | 174 | +52.6% | 0.00% | 0.0% |
SKT | TANGER FACTORY OUTLET CTRS I | $6,780 | +2.4% | 300 | 0.0% | 0.00% | 0.0% | |
FANG | DIAMONDBACK ENERGY INC | $5,576 | +17.9% | 36 | 0.0% | 0.00% | 0.0% | |
DXCM | DEXCOM INC | $5,412 | -27.4% | 58 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $6,681 | -3.8% | 44 | 0.0% | 0.00% | 0.0% | |
SYF | SYNCHRONY FINANCIAL | $4,494 | -9.9% | 147 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $3,660 | -3.7% | 27 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW | $3,244 | -1.3% | 68 | 0.0% | 0.00% | 0.0% | |
SUB | ISHARES TRshrt nat mun etf | $3,601 | -1.1% | 35 | 0.0% | 0.00% | 0.0% | |
SNPS | SYNOPSYS INC | $2,754 | +5.4% | 6 | 0.0% | 0.00% | – | |
MUB | ISHARES TRnational mun etf | $5,640 | -3.9% | 55 | 0.0% | 0.00% | 0.0% | |
PFF | ISHARES TRpfd and incm sec | $3,015 | -2.5% | 100 | 0.0% | 0.00% | 0.0% | |
IEO | New | ISHARES TRus oil gs ex etf | $4,902 | – | 50 | +100.0% | 0.00% | – |
EFAV | ISHARES TRmsci eafe min vl | $2,935 | -3.4% | 45 | 0.0% | 0.00% | 0.0% | |
COG | COTERRA ENERGY INC | $2,705 | +6.9% | 100 | 0.0% | 0.00% | – | |
INN | SUMMIT HOTEL PPTYS INC | $5,539 | -10.9% | 955 | 0.0% | 0.00% | 0.0% | |
RGR | STURM RUGER & CO INC | $5,265 | -1.6% | 101 | 0.0% | 0.00% | 0.0% | |
STLD | STEEL DYNAMICS INC | $3,876 | -1.5% | 36 | 0.0% | 0.00% | 0.0% | |
CDNS | CADENCE DESIGN SYSTEM INC | $2,812 | -0.1% | 12 | 0.0% | 0.00% | – | |
SHYG | ISHARES TR0-5yr hi yl cp | $7,181 | -1.0% | 175 | 0.0% | 0.00% | 0.0% | |
APOG | APOGEE ENTERPRISES INC | $4,426 | -0.8% | 94 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC | $7,313 | +37.9% | 50 | 0.0% | 0.00% | 0.0% | |
JEF | JEFFERIES FINL GROUP INC | $4,176 | +10.4% | 114 | 0.0% | 0.00% | 0.0% | |
SJM | SMUCKER J M CO | $7,252 | -16.8% | 59 | 0.0% | 0.00% | -50.0% | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $7,807 | -21.0% | 59 | 0.0% | 0.00% | -50.0% | |
KFY | KORN FERRY | $3,096 | -3.9% | 65 | 0.0% | 0.00% | 0.0% | |
SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $6,360 | -9.3% | 1,200 | 0.0% | 0.00% | 0.0% | ||
DNUT | KRISPY KREME INC | $4,552 | -15.3% | 365 | 0.0% | 0.00% | 0.0% | |
COF | CAPITAL ONE FINL CORP | $4,368 | -11.3% | 45 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC | $2,885 | +13.7% | 191 | 0.0% | 0.00% | – | ||
LKQ | LKQ CORP | $3,664 | -15.0% | 74 | 0.0% | 0.00% | 0.0% | |
LPLA | LPL FINL HLDGS INC | $3,090 | +9.3% | 13 | 0.0% | 0.00% | – | |
CAH | CARDINAL HEALTH INC | $3,647 | -8.7% | 42 | 0.0% | 0.00% | 0.0% | |
CARR | New | CARRIER GLOBAL CORPORATION | $6,680 | – | 121 | +100.0% | 0.00% | – |
LW | Sell | LAMB WESTON HLDGS INC | $6,103 | -20.8% | 66 | -1.5% | 0.00% | 0.0% |
LVS | LAS VEGAS SANDS CORP | $2,980 | -21.0% | 65 | 0.0% | 0.00% | 0.0% | |
CRI | CARTERS INC | $6,570 | -4.7% | 95 | 0.0% | 0.00% | 0.0% | |
LEN | LENNAR CORPcl a | $4,826 | -10.4% | 43 | 0.0% | 0.00% | 0.0% | |
SPG | SIMON PPTY GROUP INC NEW | $5,726 | -6.5% | 53 | 0.0% | 0.00% | 0.0% | |
CTLT | CATALENT INC | $7,513 | +5.0% | 165 | 0.0% | 0.00% | 0.0% | |
L | LOEWS CORP | $4,812 | +6.6% | 76 | 0.0% | 0.00% | 0.0% | |
MSCI | MSCI INC | $5,644 | +9.3% | 11 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP | $3,103 | +16.2% | 116 | 0.0% | 0.00% | – | |
ARKK | Sell | ARK ETF TRinnovation etf | $6,546 | -19.2% | 165 | -10.3% | 0.00% | 0.0% |
MTCH | MATCH GROUP INC NEW | $2,860 | -6.4% | 73 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC | $6,708 | -0.5% | 12 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $2,732 | -7.1% | 10 | 0.0% | 0.00% | 0.0% | |
MLI | MUELLER INDS INC | $7,592 | -13.9% | 101 | 0.0% | 0.00% | -50.0% | |
COOP | MR COOPER GROUP INC | $2,839 | +5.8% | 53 | 0.0% | 0.00% | – | |
NVR | NVR INC | $5,964 | -6.1% | 1 | 0.0% | 0.00% | 0.0% | |
NSA | NATIONAL STORAGE AFFILIATES | $7,142 | -8.9% | 225 | 0.0% | 0.00% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $5,279 | +19.7% | 12 | 0.0% | 0.00% | 0.0% | |
NRZ | RITHM CAPITAL CORP | $3,759 | -0.6% | 394 | 0.0% | 0.00% | 0.0% | |
NXST | NEXSTAR MEDIA GROUP INC | $3,298 | -13.9% | 23 | 0.0% | 0.00% | 0.0% | |
NEP | Sell | NEXTERA ENERGY PARTNERS LP | $3,772 | -99.7% | 127 | -99.3% | 0.00% | -99.5% |
NKE | NIKE INCcl b | $4,515 | -16.5% | 47 | 0.0% | 0.00% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $4,545 | -4.9% | 5 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP | $3,449 | -2.7% | 69 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $3,985 | -21.8% | 53 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $7,436 | -1.7% | 80 | 0.0% | 0.00% | 0.0% | |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $6,601 | – | 41 | +100.0% | 0.00% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $6,744 | – | 98 | +100.0% | 0.00% | – |
OC | OWENS CORNING NEW | $3,411 | +4.5% | 25 | 0.0% | 0.00% | 0.0% | |
ABC | CENCORA INC | $2,700 | -6.5% | 15 | 0.0% | 0.00% | 0.0% | |
CRUS | CIRRUS LOGIC INC | $5,917 | -8.7% | 80 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $5,893 | -2.5% | 48 | 0.0% | 0.00% | 0.0% | |
PCAR | Buy | PACCAR INC | $7,397 | +105.6% | 87 | +102.3% | 0.00% | 0.0% |
PANW | PALO ALTO NETWORKS INC | $2,814 | -8.2% | 12 | 0.0% | 0.00% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $7,876 | -4.4% | 262 | 0.0% | 0.00% | 0.0% | |
CTAS | CINTAS CORP | $4,330 | -3.2% | 9 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INCcl a | $3,055 | -1.1% | 113 | 0.0% | 0.00% | 0.0% | |
BPOP | POPULAR INC | $5,022 | +4.1% | 79 | 0.0% | 0.00% | 0.0% | |
AME | AMETEK INC | $2,808 | -8.7% | 19 | 0.0% | 0.00% | 0.0% | |
PUMP | PROPETRO HLDG CORP | $5,847 | +29.0% | 550 | 0.0% | 0.00% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $2,789 | -9.1% | 49 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,523 | +3.8% | 52 | 0.0% | 0.00% | 0.0% | |
RBB FD INCus treas 3 mnth | $5,007 | -0.1% | 100 | 0.0% | 0.00% | 0.0% | ||
RDN | RADIAN GROUP INC | $3,164 | -0.7% | 126 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $5,145 | -2.9% | 295 | 0.0% | 0.00% | 0.0% | |
RSG | REPUBLIC SVCS INC | $2,718 | -6.9% | 19 | 0.0% | 0.00% | 0.0% | |
APA | APA CORPORATION | $6,371 | +20.3% | 155 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC | $3,728 | +0.7% | 33 | 0.0% | 0.00% | 0.0% | |
SM | SM ENERGY CO | $7,336 | +25.4% | 185 | 0.0% | 0.00% | 0.0% | |
GXC | New | SPDR INDEX SHS FDSs&p china etf | $5,724 | – | 80 | +100.0% | 0.00% | – |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,113 | – | 62 | +100.0% | 0.00% | – |
AGNC | New | AGNC INVT CORP | $1,416 | – | 150 | +100.0% | 0.00% | – |
ASO | ACADEMY SPORTS & OUTDOORS IN | $1,753 | -12.5% | 37 | 0.0% | 0.00% | – | |
ADEIA INC | $43 | -4.4% | 4 | 0.0% | 0.00% | – | ||
ASIX | ADVANSIX INC | $249 | -11.1% | 8 | 0.0% | 0.00% | – | |
AEG | AEGON N V | $39 | -4.9% | 8 | 0.0% | 0.00% | – | |
AVAV | AEROVIRONMENT INC | $2,638 | +9.0% | 24 | 0.0% | 0.00% | – | |
AGI | ALAMOS GOLD INC NEW | $147 | -5.2% | 13 | 0.0% | 0.00% | – | |
AMR | ALPHA METALLURGICAL RESOUR I | $2,603 | +57.9% | 10 | 0.0% | 0.00% | – | |
AMBC | AMBAC FINL GROUP INC | $435 | -15.2% | 36 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC | $1,462 | -28.5% | 114 | 0.0% | 0.00% | – | |
AVDV | AMERICAN CENTY ETF TRintl smcp vlu | $290 | +0.7% | 5 | 0.0% | 0.00% | – | |
AMH | AMERICAN HOMES 4 RENTcl a | $1,955 | -5.0% | 58 | 0.0% | 0.00% | – | |
AMKR | AMKOR TECHNOLOGY INC | $2,034 | -24.0% | 90 | 0.0% | 0.00% | – | |
New | ANNALY CAPITAL MANAGEMENT IN | $1,411 | – | 75 | +100.0% | 0.00% | – | |
ARES | ARES MANAGEMENT CORPORATION | $823 | +6.7% | 8 | 0.0% | 0.00% | – | |
ANET | ARISTA NETWORKS INC | $2,392 | +13.5% | 13 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $49 | +8.9% | 83 | 0.0% | 0.00% | – | |
AN | AUTONATION INC | $303 | -8.2% | 2 | 0.0% | 0.00% | – | |
AXON | AXON ENTERPRISE INC | $2,587 | +2.0% | 13 | 0.0% | 0.00% | – | |
AXSM | AXSOME THERAPEUTICS INC | $1,119 | -2.7% | 16 | 0.0% | 0.00% | – | |
SAN | New | BANCO SANTANDER S.A.adr | $1,704 | – | 453 | +100.0% | 0.00% | – |
BK | BANK NEW YORK MELLON CORP | $726 | -4.1% | 17 | 0.0% | 0.00% | – | |
BATH & BODY WORKS INC | $913 | -9.9% | 27 | 0.0% | 0.00% | – | ||
BMRN | BIOMARIN PHARMACEUTICAL INC | $2,655 | +2.1% | 30 | 0.0% | 0.00% | – | |
BIIB | BIOGEN INC | $2,057 | -9.7% | 8 | 0.0% | 0.00% | – | |
CII | BLACKROCK ENHANCD CAP & INM | $1,175 | +0.7% | 63 | 0.0% | 0.00% | – | |
BXC | BLUELINX HLDGS INC | $1,232 | -12.4% | 15 | 0.0% | 0.00% | – | |
CF | CF INDS HLDGS INC | $1,973 | +23.5% | 23 | 0.0% | 0.00% | – | |
CZR | CAESARS ENTERTAINMENT INC NE | $1,762 | -9.0% | 38 | 0.0% | 0.00% | – | |
CNP | CENTERPOINT ENERGY INC | $162 | -7.4% | 6 | 0.0% | 0.00% | – | |
CNTY | CENTURY CASINOS INC | $513 | -27.7% | 100 | 0.0% | 0.00% | – | |
CDAY | CERIDIAN HCM HLDG INC | $1,697 | +1.3% | 25 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $561 | -24.0% | 20 | 0.0% | 0.00% | – | |
CHWY | CHEWY INCcl a | $1,443 | -53.7% | 79 | 0.0% | 0.00% | -100.0% | |
CHDN | CHURCHILL DOWNS INC | $1,625 | -16.6% | 14 | 0.0% | 0.00% | – | |
CIEN | CIENA CORP | $1,418 | +11.2% | 30 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC | $563 | +2.7% | 21 | 0.0% | 0.00% | – | |
CLF | CLEVELAND-CLIFFS INC NEW | $2,611 | -6.7% | 167 | 0.0% | 0.00% | – | |
COIN | COINBASE GLOBAL INC | $1,352 | +5.0% | 18 | 0.0% | 0.00% | – | |
CMPS | COMPASS PATHWAYS PLCsponsored ads | $592 | -10.7% | 80 | 0.0% | 0.00% | – | |
CAG | CONAGRA BRANDS INC | $1,783 | -18.7% | 65 | 0.0% | 0.00% | – | |
CONSTELLATION ENERGY CORP | $1,746 | +19.2% | 16 | 0.0% | 0.00% | – | ||
CTVA | CORTEVA INC | $2,149 | -10.7% | 42 | 0.0% | 0.00% | – | |
CVLG | COVENANT LOGISTICS GROUP INCcl a | $1,886 | +0.1% | 43 | 0.0% | 0.00% | – | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $503 | +14.1% | 3 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $1,500 | -22.0% | 72 | 0.0% | 0.00% | – | |
DRI | DARDEN RESTAURANTS INC | $1,862 | -14.3% | 13 | 0.0% | 0.00% | – | |
DAR | DARLING INGREDIENTS INC | $1,671 | -18.2% | 32 | 0.0% | 0.00% | – | |
DECK | DECKERS OUTDOOR CORP | $2,571 | -2.6% | 5 | 0.0% | 0.00% | – | |
DKS | DICKS SPORTING GOODS INC | $2,389 | -17.9% | 22 | 0.0% | 0.00% | -100.0% | |
DDS | DILLARDS INCcl a | $2,318 | +1.4% | 7 | 0.0% | 0.00% | – | |
DIMENSIONAL ETF TRUSTintl high profit | $256 | -5.2% | 11 | 0.0% | 0.00% | – | ||
DIMENSIONAL ETF TRUSTintl small cap e | $637 | -3.8% | 29 | 0.0% | 0.00% | – | ||
DIMENSIONAL ETF TRUSTus high profitab | $617 | -3.1% | 24 | 0.0% | 0.00% | – | ||
DOCU | DOCUSIGN INC | $1,260 | -17.8% | 30 | 0.0% | 0.00% | – | |
DLTR | DOLLAR TREE INC | $1,917 | -25.8% | 18 | 0.0% | 0.00% | – | |
DRAFTKINGS INC NEW | $2,680 | +10.8% | 91 | 0.0% | 0.00% | – | ||
JETS | New | ETF SER SOLUTIONSus glb jets | $767 | – | 45 | +100.0% | 0.00% | – |
MJ | ETF MANAGERS TRetfmg altr hrvst | $128 | +21.9% | 35 | 0.0% | 0.00% | – | |
GERM | ETF MANAGERS TRtreatments tstng | $2,041 | -13.1% | 114 | 0.0% | 0.00% | – | |
SATS | ECHOSTAR CORPcl a | $821 | -3.4% | 49 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC | $741 | -5.2% | 95 | 0.0% | 0.00% | – | |
EW | EDWARDS LIFESCIENCES CORP | $1,248 | -26.5% | 18 | 0.0% | 0.00% | – | |
ENPH | ENPHASE ENERGY INC | $1,562 | -28.3% | 13 | 0.0% | 0.00% | – | |
EVC | ENTRAVISION COMMUNICATIONS Ccl a | $1,369 | -16.9% | 375 | 0.0% | 0.00% | – | |
EXAS | EXACT SCIENCES CORP | $1,774 | -27.4% | 26 | 0.0% | 0.00% | – | |
EXPD | EXPEDITORS INTL WASH INC | $1,949 | -5.4% | 17 | 0.0% | 0.00% | – | |
FDS | FACTSET RESH SYS INC | $2,187 | +9.1% | 5 | 0.0% | 0.00% | – | |
FIS | FIDELITY NATL INFORMATION SV | $2,101 | +1.1% | 38 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP | $1,772 | -3.3% | 69 | 0.0% | 0.00% | – | |
FHN | FIRST HORIZON CORPORATION | $1,185 | -2.1% | 106 | 0.0% | 0.00% | – | |
FISV | FISERV INC | $1,808 | -10.5% | 16 | 0.0% | 0.00% | – | |
FND | FLOOR & DECOR HLDGS INCcl a | $1,810 | -13.0% | 20 | 0.0% | 0.00% | – | |
FTNT | FORTINET INC | $2,348 | -22.4% | 40 | 0.0% | 0.00% | -100.0% | |
FBHS | FORTUNE BRANDS INNOVATIONS I | $1,865 | -13.6% | 30 | 0.0% | 0.00% | – | |
New | FORTREA HLDGS INC | $487 | – | 17 | +100.0% | 0.00% | – | |
GLPI | Sell | GAMING & LEISURE PPTYS INC | $2,005 | -93.9% | 44 | -93.5% | 0.00% | -100.0% |
GTX | GARRETT MOTION INC | $158 | +3.9% | 20 | 0.0% | 0.00% | – | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $99 | -14.7% | 4 | 0.0% | 0.00% | – | |
GDDY | GODADDY INCcl a | $969 | -0.8% | 13 | 0.0% | 0.00% | – | |
EAF | GRAFTECH INTL LTD | $8 | -27.3% | 2 | 0.0% | 0.00% | – | |
GEF | GREIF INCcl a | $1,751 | -3.0% | 26 | 0.0% | 0.00% | – | |
HPQ | HP INC | $831 | -16.2% | 32 | 0.0% | 0.00% | – | |
HBI | HANESBRANDS INC | $191 | -12.4% | 48 | 0.0% | 0.00% | – | |
New | HEALTHCARE RLTY TR | $1,375 | – | 90 | +100.0% | 0.00% | – | |
HSII | HEIDRICK & STRUGGLES INTL IN | $1,902 | -5.5% | 76 | 0.0% | 0.00% | – | |
HOPE | HOPE BANCORP INC | $1,682 | +5.1% | 190 | 0.0% | 0.00% | – | |
HUBB | New | HUBBELL INC | $1,568 | – | 5 | +100.0% | 0.00% | – |
IDT | IDT CORPcl b new | $23 | -11.5% | 1 | 0.0% | 0.00% | – | |
IDXX | IDEXX LABS INC | $2,187 | -12.9% | 5 | 0.0% | 0.00% | – | |
CLRG | New | INDEXIQ ETF TRiq u.s. lrge cap | $1,602 | – | 50 | +100.0% | 0.00% | – |
UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $2,085 | – | 64 | +100.0% | 0.00% | – |
PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $1,566 | – | 45 | +100.0% | 0.00% | – |
BOUT | New | INNOVATOR ETFS TRibd breakout | $759 | – | 25 | +100.0% | 0.00% | – |
PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $1,752 | – | 160 | +100.0% | 0.00% | – |
TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $777 | – | 15 | +100.0% | 0.00% | – |
IQV | IQVIA HLDGS INC | $2,165 | -12.5% | 11 | 0.0% | 0.00% | – | |
EWC | New | ISHARES INCmsci cda etf | $1,172 | – | 35 | +100.0% | 0.00% | – |
EPP | New | ISHARES INCmsci pac jp etf | $2,029 | – | 51 | +100.0% | 0.00% | – |
EWL | New | ISHARES INCmsci switzerland | $1,090 | – | 25 | +100.0% | 0.00% | – |
EWD | New | ISHARES INCmsci sweden etf | $264 | – | 8 | +100.0% | 0.00% | – |
IXJ | New | ISHARES TRglob hlthcre etf | $1,979 | – | 24 | +100.0% | 0.00% | – |
ICF | ISHARES TRcohen steer reit | $2,308 | -9.7% | 46 | 0.0% | 0.00% | – | |
HYG | New | ISHARES TRiboxx hi yd etf | $2,507 | – | 34 | +100.0% | 0.00% | – |
IHI | New | ISHARES TRu.s. med dvc etf | $1,945 | – | 40 | +100.0% | 0.00% | – |
USMV | Sell | ISHARES TRmsci usa min vol | $2,051 | -94.0% | 28 | -93.9% | 0.00% | -100.0% |
EWJ | New | ISHARES INCmsci jpn etf new | $1,508 | – | 25 | +100.0% | 0.00% | – |
EWU | New | ISHARES TRmsci uk etf new | $2,627 | – | 83 | +100.0% | 0.00% | – |
KEY | KEYCORP | $1,840 | +16.4% | 171 | 0.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO | $1,548 | -5.2% | 46 | 0.0% | 0.00% | – | |
KR | KROGER CO | $1,074 | -4.8% | 24 | 0.0% | 0.00% | – | |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,609 | -60.8% | 8 | -52.9% | 0.00% | -100.0% |
LAMR | LAMAR ADVERTISING CO NEWcl a | $1,419 | -15.9% | 17 | 0.0% | 0.00% | – | |
LSCC | LATTICE SEMICONDUCTOR CORP | $2,235 | -10.5% | 26 | 0.0% | 0.00% | – | |
OVLH | New | LISTED FD TRoverlay | $1,340 | – | 50 | +100.0% | 0.00% | – |
LPX | LOUISIANA PAC CORP | $332 | -26.2% | 6 | 0.0% | 0.00% | – | |
MTB | M & T BK CORP | $2,277 | +2.2% | 18 | 0.0% | 0.00% | – | |
MTG | MGIC INVT CORP WIS | $1,386 | +5.7% | 83 | 0.0% | 0.00% | – | |
MMLP | MARTIN MIDSTREAM PRTNRS L Punit l p int | $834 | +29.3% | 300 | 0.0% | 0.00% | – | |
MASI | MASIMO CORP | $877 | -46.7% | 10 | 0.0% | 0.00% | – | |
MCFT | MASTERCRAFT BOAT HLDGS INC | $1,223 | -27.5% | 55 | 0.0% | 0.00% | – | |
MOS | MOSAIC CO NEW | $2,243 | +1.7% | 63 | 0.0% | 0.00% | – | |
MOV | MOVADO GROUP INC | $55 | +1.9% | 2 | 0.0% | 0.00% | – | |
NHTC | NATURAL HEALTH TRENDS CORP | $795 | -4.2% | 150 | 0.0% | 0.00% | – | |
NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $428 | -5.9% | 35 | 0.0% | 0.00% | – | |
New | NORTHERN LTS FD TR IIthe future fund | $946 | – | 50 | +100.0% | 0.00% | – | |
NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $464 | – | 50 | +100.0% | 0.00% | – |
OKTA | OKTA INCcl a | $1,957 | +17.5% | 24 | 0.0% | 0.00% | – | |
ZEUS | OLYMPIC STEEL INC | $1,912 | +14.8% | 34 | 0.0% | 0.00% | – | |
OMF | ONEMAIN HLDGS INC | $2,526 | -8.2% | 63 | 0.0% | 0.00% | – | |
OGN | ORGANON & CO | $382 | -16.6% | 22 | 0.0% | 0.00% | – | |
OXM | OXFORD INDS INC | $2,019 | -2.3% | 21 | 0.0% | 0.00% | – | |
PBF | PBF ENERGY INCcl a | $2,302 | +30.7% | 43 | 0.0% | 0.00% | – | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $160 | +3.9% | 10 | 0.0% | 0.00% | – | |
PEN | PENUMBRA INC | $1,694 | -29.7% | 7 | 0.0% | 0.00% | – | |
New | PHINIA INC | $992 | – | 37 | +100.0% | 0.00% | – | |
PDI | New | PIMCO DYNAMIC INCOME FD | $1,728 | – | 100 | +100.0% | 0.00% | – |
PCH | POTLATCHDELTIC CORPORATION | $500 | -14.1% | 11 | 0.0% | 0.00% | – | |
PRG | PROG HOLDINGS INC | $2,358 | +3.4% | 71 | 0.0% | 0.00% | – | |
UWM | New | PROSHARES TR | $756 | – | 25 | +100.0% | 0.00% | – |
PROSHARES TR IIultra vix short | $2,270 | -12.3% | 140 | 0.0% | 0.00% | – | ||
PWR | QUANTA SVCS INC | $2,621 | -4.8% | 14 | 0.0% | 0.00% | – | |
RB GLOBAL INC | $2,625 | +4.2% | 42 | 0.0% | 0.00% | – | ||
RRC | RANGE RES CORP | $2,172 | +10.3% | 67 | 0.0% | 0.00% | – | |
RJF | RAYMOND JAMES FINL INC | $1,917 | -3.2% | 19 | 0.0% | 0.00% | – | |
O | REALTY INCOME CORP | $753 | -16.4% | 15 | 0.0% | 0.00% | – | |
REG | Buy | REGENCY CTRS CORP | $2,464 | +1210.6% | 41 | +1266.7% | 0.00% | – |
RGA | REINSURANCE GRP OF AMERICA I | $436 | +4.6% | 3 | 0.0% | 0.00% | – | |
RS | RELIANCE STEEL & ALUMINUM CO | $2,098 | -3.5% | 8 | 0.0% | 0.00% | – | |
RGEN | REPLIGEN CORP | $1,591 | +12.4% | 10 | 0.0% | 0.00% | – | |
RCII | UPBOUND GROUP INC | $1,444 | -6.4% | 49 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $522 | -10.5% | 33 | 0.0% | 0.00% | – | |
ROBINHOOD MKTS INC | $668 | -1.6% | 68 | 0.0% | 0.00% | – | ||
RBLX | ROBLOX CORPcl a | $58 | -28.4% | 2 | 0.0% | 0.00% | – | |
ROKU | ROKU INC | $636 | +10.4% | 9 | 0.0% | 0.00% | – | |
RVT | New | ROYCE VALUE TR INC | $1,287 | – | 100 | +100.0% | 0.00% | – |
RUSHA | Buy | RUSH ENTERPRISES INCcl a | $2,573 | +0.8% | 63 | +50.0% | 0.00% | – |
KIE | New | SPDR SER TRs&p ins etf | $2,553 | – | 60 | +100.0% | 0.00% | – |
SP | SP PLUS CORP | $2,383 | -7.7% | 66 | 0.0% | 0.00% | – | |
SAMSARA INC | $2,169 | -9.0% | 86 | 0.0% | 0.00% | – | ||
SJT | SAN JUAN BASIN RTY TRunit ben int | $243 | -6.9% | 35 | 0.0% | 0.00% | – | |
SANM | SANMINA CORPORATION | $2,117 | -10.0% | 39 | 0.0% | 0.00% | – | |
SRPT | SAREPTA THERAPEUTICS INC | $1,819 | +5.9% | 15 | 0.0% | 0.00% | – | |
SGEN | SEAGEN INC | $1,910 | +10.2% | 9 | 0.0% | 0.00% | – | |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $1,336 | – | 17 | +100.0% | 0.00% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $2,181 | – | 37 | +100.0% | 0.00% | – |
SCI | SERVICE CORP INTL | $972 | -11.6% | 17 | 0.0% | 0.00% | – | |
SNA | SNAP ON INC | $2,041 | -11.5% | 8 | 0.0% | 0.00% | – | |
SNOW | SNOWFLAKE INCcl a | $1,070 | -13.1% | 7 | 0.0% | 0.00% | – | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $778 | -51.8% | 6 | 0.0% | 0.00% | – | |
SQ | BLOCK INCcl a | $1,240 | -33.5% | 28 | 0.0% | 0.00% | – | |
STT | STATE STR CORP | $880 | -8.3% | 13 | 0.0% | 0.00% | – | |
SXC | SUNCOKE ENERGY INC | $234 | +28.6% | 23 | 0.0% | 0.00% | – | |
SYLVAMO CORP | $1,187 | +8.6% | 27 | 0.0% | 0.00% | – | ||
SNV | New | SYNOVUS FINL CORP | $1,668 | – | 60 | +100.0% | 0.00% | – |
TMUS | T-MOBILE US INC | $2,101 | +0.8% | 15 | 0.0% | 0.00% | – | |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $12 | – | 0 | +100.0% | 0.00% | – |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $422 | -4.5% | 3 | 0.0% | 0.00% | – | |
TFX | TELEFLEX INCORPORATED | $1,768 | -18.9% | 9 | 0.0% | 0.00% | – | |
TMST | TIMKENSTEEL CORPORATION | $1,369 | +0.7% | 63 | 0.0% | 0.00% | – | |
TOAST INCcl a | $1,742 | -17.0% | 93 | 0.0% | 0.00% | – | ||
TFC | TRUIST FINL CORP | $2,289 | -5.7% | 80 | 0.0% | 0.00% | – | |
ULTA | ULTA BEAUTY INC | $1,998 | -15.1% | 5 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INCcl a | $69 | -5.5% | 10 | 0.0% | 0.00% | – | |
UNP | Buy | UNION PAC CORP | $2,648 | +331.3% | 13 | +333.3% | 0.00% | – |
UAL | UNITED AIRLS HLDGS INC | $1,354 | -22.9% | 32 | 0.0% | 0.00% | – | |
VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $2,609 | – | 47 | +100.0% | 0.00% | – |
VTR | VENTAS INC | $1,789 | -10.8% | 42 | 0.0% | 0.00% | – | |
VBR | VANGUARD INDEX FDSsm cp val etf | $638 | -3.6% | 4 | 0.0% | 0.00% | – | |
VITESSE ENERGY INC | $138 | +2.2% | 6 | 0.0% | 0.00% | – | ||
WEC | New | WEC ENERGY GROUP INC | $2,578 | – | 32 | +100.0% | 0.00% | – |
WBA | WALGREENS BOOTS ALLIANCE INC | $1,668 | -21.9% | 75 | 0.0% | 0.00% | – | |
WAT | WATERS CORP | $1,920 | +2.9% | 7 | 0.0% | 0.00% | – | |
WSBC | WESBANCO INC | $1,437 | -4.6% | 58 | 0.0% | 0.00% | – | |
WSM | WILLIAMS SONOMA INC | $2,176 | +24.2% | 14 | 0.0% | 0.00% | – | |
DGS | WISDOMTREE TRemg mkts smcap | $93 | -1.1% | 2 | 0.0% | 0.00% | – | |
HEDJ | New | WISDOMTREE TReurope hedged eq | $1,738 | – | 44 | +100.0% | 0.00% | – |
WDAY | WORKDAY INCcl a | $1,934 | -4.9% | 9 | 0.0% | 0.00% | – | |
XPO | XPO INC | $2,016 | +26.6% | 27 | 0.0% | 0.00% | – | |
YUM | YUM BRANDS INC | $875 | -9.8% | 7 | 0.0% | 0.00% | – | |
YUMC | YUM CHINA HLDGS INC | $391 | -1.3% | 7 | 0.0% | 0.00% | – | |
Z | ZILLOW GROUP INCcl c cap stk | $1,893 | -8.2% | 41 | 0.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $2,250 | -22.9% | 20 | 0.0% | 0.00% | -100.0% | |
AMCR | AMCOR PLCord | $1,448 | -8.2% | 158 | 0.0% | 0.00% | – | |
BIOHAVEN LTD | $1,665 | +8.8% | 64 | 0.0% | 0.00% | – | ||
LBTYK | LIBERTY GLOBAL PLC | $1,912 | +4.4% | 103 | 0.0% | 0.00% | – | |
LYB | LYONDELLBASELL INDUSTRIES N | $2,557 | +3.1% | 27 | 0.0% | 0.00% | – | |
CPA | COPA HOLDINGS SAcl a | $2,069 | -18.7% | 23 | 0.0% | 0.00% | – | |
TK | TEEKAY CORPORATION | $1,728 | +2.1% | 280 | 0.0% | 0.00% | – | |
CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -1 | -100.0% | 0.00% | – |
GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -1 | -100.0% | 0.00% | – |
PPL | Exit | PPL CORP | $0 | – | 0 | +100.0% | 0.00% | – |
UBA | Exit | URSTADT BIDDLE PPTYS INCcl a | $0 | – | -112 | -100.0% | 0.00% | – |
GMOM | Exit | CAMBRIA ETF TRglb moment etf | $0 | – | 0 | +100.0% | 0.00% | – |
HAP | Exit | VANECK ETF TRUSTnatural resourc | $0 | – | -1 | -100.0% | 0.00% | – |
DIVO | Exit | AMPLIFY ETF TRcwp enhanced div | $0 | – | 0 | +100.0% | 0.00% | – |
STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | 0 | +100.0% | 0.00% | – |
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | 0 | +100.0% | 0.00% | – |
CB | Exit | CHUBB LIMITED | $0 | – | 0 | +100.0% | 0.00% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | 0 | +100.0% | 0.00% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | 0 | +100.0% | 0.00% | – |
CINF | Exit | CINCINNATI FINL CORP | $0 | – | 0 | +100.0% | 0.00% | – |
SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -115 | -100.0% | -0.00% | – |
AFIN | Exit | THE NECESSITY RETAIL REIT IN | $0 | – | -1,033 | -100.0% | -0.00% | – |
XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -326 | -100.0% | -0.00% | – |
SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -193 | -100.0% | -0.00% | – |
OR | Exit | OSISKO GOLD ROYALTIES LTD | $0 | – | -865 | -100.0% | -0.00% | – |
SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -326 | -100.0% | -0.00% | – |
PGR | Exit | PROGRESSIVE CORP | $0 | – | -79 | -100.0% | -0.00% | – |
Exit | TENON MEDICAL INC | $0 | – | -34,978 | -100.0% | -0.00% | – | |
PCG | Exit | PG&E CORP | $0 | – | -750 | -100.0% | -0.00% | – |
KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -327 | -100.0% | -0.00% | – |
BG | Exit | BUNGE LIMITED | $0 | – | -160 | -100.0% | -0.00% | – |
ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -347 | -100.0% | -0.00% | – |
FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -361 | -100.0% | -0.00% | – |
PJP | Exit | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $0 | – | -260 | -100.0% | -0.00% | – |
SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -437 | -100.0% | -0.00% | – |
SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -532 | -100.0% | -0.00% | – |
HUBS | Exit | HUBSPOT INC | $0 | – | -40 | -100.0% | -0.00% | – |
IBML | Exit | ISHARES TRibonds dec2023 | $0 | – | -800 | -100.0% | -0.00% | – |
URTH | Exit | ISHARES INCmsci world etf | $0 | – | -196 | -100.0% | -0.00% | – |
MKL | Exit | MARKEL GROUP INC | $0 | – | -22 | -100.0% | -0.01% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -162 | -100.0% | -0.01% | – |
ONEY | Exit | SPDR SER TRrussell yield | $0 | – | -337 | -100.0% | -0.01% | – |
QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -305 | -100.0% | -0.01% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -1,000 | -100.0% | -0.01% | – |
SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -1,661 | -100.0% | -0.02% | – |
RETA | Exit | REATA PHARMACEUTICALS INCcl a | $0 | – | -1,618 | -100.0% | -0.03% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -6,268 | -100.0% | -0.07% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q3 2023 | 23.8% |
ISHARES TR | 28 | Q3 2023 | 16.8% |
ISHARES TR | 28 | Q3 2023 | 9.3% |
ISHARES TR | 28 | Q3 2023 | 6.7% |
BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 6.0% |
ISHARES TR | 28 | Q3 2023 | 4.3% |
SPDR GOLD TRUST | 28 | Q3 2023 | 7.7% |
ISHARES TR | 28 | Q3 2023 | 6.2% |
ISHARES TR | 28 | Q3 2023 | 6.3% |
SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.2% |
View Lee Financial Co's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Lee Financial Co | January 24, 2019 | 162,211 | 4.6% |
Lee Financial CORP | December 24, 2008 | 846,295,768 | 4.9% |
View Lee Financial Co's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-08 |
13F-HR | 2021-11-12 |
View Lee Financial Co'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.