$586 Million is the total value of Lee Financial Co's 1178 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $62,601,263 | +11.3% | 162,935 | +3.9% | 10.68% | +1.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $60,578,231 | +12.5% | 250,437 | +2.0% | 10.34% | +2.7% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $39,986,940 | +10.1% | 748,259 | -1.6% | 6.82% | +0.4% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $37,794,620 | +5.3% | 1,300,125 | -8.9% | 6.45% | -3.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $30,222,503 | +18.0% | 97,839 | +2.0% | 5.16% | +7.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $24,878,124 | -3.8% | 306,494 | -3.8% | 4.24% | -12.3% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $24,053,811 | +8.3% | 901,229 | +0.9% | 4.10% | -1.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $21,082,201 | +22.4% | 241,022 | +0.7% | 3.60% | +11.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $19,983,481 | +8.4% | 136,939 | -2.6% | 3.41% | -1.1% |
| GLD | Sell | SPDR GOLD TR | $19,729,811 | +7.6% | 116,304 | -1.9% | 3.37% | -1.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $18,698,616 | +18.5% | 197,576 | +9.2% | 3.19% | +8.1% |
| AAPL | Sell | APPLE INC | $15,014,443 | -6.4% | 115,558 | -0.4% | 2.56% | -14.6% |
| DVY | Buy | ISHARES TRselect divid etf | $14,025,854 | +13.4% | 116,301 | +0.8% | 2.39% | +3.5% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $13,483,547 | -7.1% | 139,063 | -7.9% | 2.30% | -15.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $9,126,878 | +134.4% | 156,015 | +131.8% | 1.56% | +113.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $7,137,780 | +9.1% | 108,791 | +0.6% | 1.22% | -0.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,769,909 | +15.9% | 109,830 | -1.0% | 1.16% | +5.7% |
| New | INVESCO QQQ TRunit ser 1 | $6,695,772 | – | 25,146 | +100.0% | 1.14% | – | |
| MSFT | Buy | MICROSOFT CORP | $6,100,223 | +3.5% | 25,437 | +0.6% | 1.04% | -5.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,610,998 | +6.9% | 124,275 | +0.3% | 0.96% | -2.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $5,067,163 | +1.7% | 60,612 | -4.6% | 0.86% | -7.2% |
| BNL | Sell | BROADSTONE NET LEASE INC | $3,241,125 | -1.5% | 199,946 | -5.6% | 0.55% | -10.1% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,891,234 | +14.4% | 89,762 | -0.1% | 0.49% | +4.2% |
| AVGO | Buy | BROADCOM INC | $2,864,983 | +26.6% | 5,124 | +0.5% | 0.49% | +15.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,816,100 | -6.0% | 49,860 | -18.8% | 0.48% | -14.1% |
| SHV | New | ISHARES TRshort treas bd | $2,785,373 | – | 25,340 | +100.0% | 0.48% | – |
| ABBV | Buy | ABBVIE INC | $2,705,352 | +21.6% | 16,740 | +1.0% | 0.46% | +11.1% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $2,694,620 | +0.8% | 31,746 | -7.6% | 0.46% | -8.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,563,950 | +6.4% | 4,836 | +1.4% | 0.44% | -3.1% |
| NEE | Buy | NEXTERA ENERGY INC | $2,425,571 | +8.0% | 29,014 | +1.3% | 0.41% | -1.4% |
| CNQ | Buy | CANADIAN NAT RES LTD | $2,412,890 | +21.1% | 43,452 | +1.5% | 0.41% | +10.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,364,729 | +12.6% | 12,884 | +4.8% | 0.40% | +2.5% |
| VICI | Buy | VICI PPTYS INC | $2,228,764 | +10.0% | 68,789 | +1.3% | 0.38% | +0.3% |
| XOM | EXXON MOBIL CORP | $2,219,567 | +26.3% | 20,123 | 0.0% | 0.38% | +15.2% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,208,387 | +11.5% | 93,299 | +5.5% | 0.38% | +1.9% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $2,103,673 | -3.4% | 54,079 | +1.1% | 0.36% | -11.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,083,178 | -15.0% | 44,608 | -21.8% | 0.36% | -22.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,053,550 | +20.4% | 20,290 | -1.2% | 0.35% | +9.7% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,006,173 | +50.6% | 13,829 | +33.5% | 0.34% | +37.3% |
| ET | ENERGY TRANSFER L P | $1,960,995 | +7.6% | 165,206 | 0.0% | 0.34% | -1.8% | |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,962,885 | +14.5% | 18,780 | +1.1% | 0.34% | +4.4% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $1,923,027 | +23.4% | 29,736 | +1.5% | 0.33% | +12.7% |
| PAYX | Buy | PAYCHEX INC | $1,834,400 | +3.6% | 15,874 | +0.6% | 0.31% | -5.4% |
| IBMM | ISHARES TRibonds dec | $1,748,940 | +1.0% | 67,920 | 0.0% | 0.30% | -8.0% | |
| LIN | Sell | LINDE PLC | $1,739,844 | +6.0% | 5,334 | -12.4% | 0.30% | -3.3% |
| IBML | Sell | ISHARES TRibonds dec2023 | $1,743,573 | -22.2% | 68,780 | -22.5% | 0.30% | -29.1% |
| SYY | Buy | SYSCO CORP | $1,700,707 | +9.9% | 22,246 | +1.6% | 0.29% | +0.3% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $1,661,203 | -2.1% | 23,701 | +1.0% | 0.28% | -10.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,567,309 | -6.3% | 11,685 | +0.8% | 0.27% | -14.7% |
| Buy | ENVIVA INC | $1,550,643 | +1.9% | 29,274 | +15.6% | 0.26% | -6.7% | |
| TXN | Buy | TEXAS INSTRS INC | $1,509,450 | +7.2% | 9,136 | +0.4% | 0.26% | -1.9% |
| VNOM | Buy | VIPER ENERGY PARTNERS LP | $1,458,780 | +21.2% | 45,888 | +9.3% | 0.25% | +10.7% |
| WSO | Buy | WATSCO INC | $1,434,299 | -1.6% | 5,751 | +1.7% | 0.24% | -9.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,435,490 | -12.4% | 35,435 | -18.3% | 0.24% | -20.2% |
| WFC | Buy | WELLS FARGO CO NEW | $1,410,673 | +4.0% | 34,165 | +1.3% | 0.24% | -5.1% |
| CSCO | Buy | CISCO SYS INC | $1,384,038 | +21.0% | 29,052 | +1.6% | 0.24% | +10.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,364,803 | -0.4% | 6,442 | +0.9% | 0.23% | -9.0% |
| MO | Buy | ALTRIA GROUP INC | $1,314,894 | +14.6% | 28,766 | +1.3% | 0.22% | +4.2% |
| OIH | VANECK ETF TRUSToil services etf | $1,216,200 | +43.9% | 4,000 | 0.0% | 0.21% | +31.6% | |
| CMA | Buy | COMERICA INC | $1,123,147 | -5.8% | 16,801 | +0.2% | 0.19% | -13.9% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,088,414 | +12.9% | 23,437 | +12.1% | 0.19% | +3.3% |
| AAP | Sell | ADVANCE AUTO PARTS INC | $1,092,286 | -21.2% | 7,429 | -16.3% | 0.19% | -28.2% |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,062,583 | +1.4% | 44,054 | 0.0% | 0.18% | -7.7% | |
| CODI | Buy | COMPASS DIVERSIFIEDsh ben int | $1,002,777 | +1.2% | 55,007 | +0.3% | 0.17% | -7.6% |
| DMLP | Buy | DORCHESTER MINERALS LP | $965,931 | +39.0% | 32,273 | +16.0% | 0.16% | +26.9% |
| ENLC | Buy | ENLINK MIDSTREAM LLC | $955,414 | +38.9% | 77,676 | +0.4% | 0.16% | +26.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $939,312 | +44.7% | 6,650 | +30.4% | 0.16% | +32.2% |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $933,115 | +10.6% | 21,650 | 0.0% | 0.16% | +0.6% | |
| GLP | GLOBAL PARTNERS LP | $897,066 | +40.4% | 25,800 | 0.0% | 0.15% | +27.5% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $859,588 | +21.8% | 2,472 | -0.5% | 0.15% | +11.4% |
| IEUS | Sell | ISHARES TRdevsmcp exna etf | $827,432 | -37.9% | 16,750 | -48.6% | 0.14% | -43.4% |
| MMLP | MARTIN MIDSTREAM PRTNRS L Punit l p int | $814,107 | -11.8% | 271,369 | 0.0% | 0.14% | -19.7% | |
| STE | Buy | STERIS PLC | $811,712 | +8017.1% | 4,395 | +7349.2% | 0.14% | +6800.0% |
| SPGI | Buy | S&P GLOBAL INC | $807,540 | +8872.7% | 2,411 | +8213.8% | 0.14% | +6800.0% |
| NEM | NEWMONT CORP | $758,032 | +12.3% | 16,060 | 0.0% | 0.13% | +2.4% | |
| OKE | ONEOK INC NEW | $756,930 | +28.3% | 11,521 | 0.0% | 0.13% | +17.3% | |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $748,489 | +2.8% | 14,931 | +2.9% | 0.13% | -5.9% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $743,398 | +588.3% | 38,538 | +564.7% | 0.13% | +535.0% |
| LEG | Buy | LEGGETT & PLATT INC | $713,572 | -2.7% | 22,140 | +0.3% | 0.12% | -10.9% |
| IBDT | ISHARES TRibds dec28 etf | $701,981 | +2.0% | 28,900 | 0.0% | 0.12% | -7.0% | |
| VOO | Sell | VANGUARD INDEX FDS | $696,607 | +4.8% | 1,983 | -2.0% | 0.12% | -4.0% |
| HD | HOME DEPOT INC | $693,628 | +14.5% | 2,196 | 0.0% | 0.12% | +4.4% | |
| WMT | WALMART INC | $665,839 | +9.3% | 4,696 | 0.0% | 0.11% | 0.0% | |
| SUI | Buy | SUN CMNTYS INC | $663,091 | +27.3% | 4,637 | +20.3% | 0.11% | +16.5% |
| JPM | JPMORGAN CHASE & CO | $657,826 | +28.5% | 4,905 | 0.0% | 0.11% | +16.7% | |
| COST | Buy | COSTCO WHSL CORP NEW | $636,361 | +35.7% | 1,394 | +40.2% | 0.11% | +23.9% |
| UMH | Buy | UMH PPTYS INC | $616,823 | +0.1% | 38,312 | +0.3% | 0.10% | -8.7% |
| IEV | Buy | ISHARES TReurope etf | $594,205 | +96.1% | 13,120 | +63.3% | 0.10% | +77.2% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $572,551 | -56.9% | 10,793 | -58.8% | 0.10% | -60.6% |
| AMZN | Buy | AMAZON COM INC | $574,812 | -25.3% | 6,843 | +0.4% | 0.10% | -31.9% |
| ORCL | ORACLE CORP | $555,423 | +33.8% | 6,795 | 0.0% | 0.10% | +21.8% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $552,867 | +98.9% | 12,111 | +97.2% | 0.09% | +80.8% |
| VBTX | VERITEX HLDGS INC | $530,712 | +5.5% | 18,900 | 0.0% | 0.09% | -3.2% | |
| GOOG | ALPHABET INCcap stk cl c | $518,183 | -7.6% | 5,840 | 0.0% | 0.09% | -16.2% | |
| LEN | Buy | LENNAR CORPcl a | $507,072 | +22.5% | 5,603 | +0.8% | 0.09% | +13.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $493,737 | +9.5% | 2,795 | +1.1% | 0.08% | 0.0% |
| RWR | Sell | SPDR SER TRdj reit etf | $480,022 | +0.2% | 5,508 | -3.1% | 0.08% | -8.9% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $478,905 | +4.8% | 10,500 | 0.0% | 0.08% | -3.5% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $480,391 | -73.3% | 4,953 | -73.5% | 0.08% | -75.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +15.4% | 1 | 0.0% | 0.08% | +5.3% | |
| MRNA | MODERNA INC | $469,885 | +52.1% | 2,616 | 0.0% | 0.08% | +37.9% | |
| CVX | Sell | CHEVRON CORP NEW | $437,417 | +11.3% | 2,437 | -11.0% | 0.08% | +2.7% |
| V | Sell | VISA INC | $437,750 | +15.8% | 2,107 | -1.1% | 0.08% | +5.6% |
| STAG | Buy | STAG INDL INC | $420,935 | +14.1% | 13,028 | +0.3% | 0.07% | +4.3% |
| KO | Buy | COCA COLA CO | $413,401 | +13.6% | 6,499 | +0.1% | 0.07% | +4.4% |
| BA | Sell | BOEING CO | $397,461 | +31.2% | 2,087 | -16.8% | 0.07% | +19.3% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $390,682 | +6.5% | 2,043 | 0.0% | 0.07% | -2.9% | |
| LLY | Buy | LILLY ELI & CO | $391,449 | +19.0% | 1,070 | +4.9% | 0.07% | +8.1% |
| IGIB | ISHARES TR | $380,633 | +2.6% | 7,688 | 0.0% | 0.06% | -5.8% | |
| IWF | ISHARES TRrus 1000 grw etf | $381,776 | +1.8% | 1,782 | 0.0% | 0.06% | -7.1% | |
| COP | CONOCOPHILLIPS | $382,438 | +15.2% | 3,241 | 0.0% | 0.06% | +4.8% | |
| BSM | Buy | BLACK STONE MINERALS L P | $377,044 | +57.8% | 22,350 | +46.1% | 0.06% | +42.2% |
| STZ | CONSTELLATION BRANDS INCcl a | $371,032 | +0.8% | 1,601 | 0.0% | 0.06% | -8.7% | |
| CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $356,940 | +6.2% | 18,000 | 0.0% | 0.06% | -3.2% | |
| ABT | Buy | ABBOTT LABS | $360,221 | +14.7% | 3,281 | +1.2% | 0.06% | +3.4% |
| LUV | Buy | SOUTHWEST AIRLS CO | $340,573 | +9.9% | 10,115 | +0.6% | 0.06% | 0.0% |
| GOOGL | ALPHABET INCcap stk cl a | $333,862 | -7.8% | 3,784 | 0.0% | 0.06% | -16.2% | |
| PG | PROCTER AND GAMBLE CO | $331,636 | +20.2% | 2,188 | 0.0% | 0.06% | +9.6% | |
| New | ISHARES TRibonds dec 29 | $322,574 | – | 14,550 | +100.0% | 0.06% | – | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $319,235 | +5.7% | 6,358 | 0.0% | 0.05% | -3.6% | |
| SM | Buy | SM ENERGY CO | $289,263 | -3.9% | 8,305 | +3.8% | 0.05% | -12.5% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $279,629 | +12.3% | 7,065 | +0.6% | 0.05% | +2.1% |
| F | Sell | FORD MTR CO DEL | $279,434 | +3.9% | 24,027 | -0.0% | 0.05% | -4.0% |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $272,700 | +7.4% | 23,713 | +5.2% | 0.05% | -2.1% |
| MCD | Sell | MCDONALDS CORP | $277,150 | +0.1% | 1,052 | -12.3% | 0.05% | -9.6% |
| PFE | Sell | PFIZER INC | $261,350 | +12.7% | 5,101 | -3.6% | 0.04% | +4.7% |
| ESGU | New | ISHARES TResg awr msci usa | $254,250 | – | 3,000 | +100.0% | 0.04% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $250,056 | +25.7% | 514 | -0.6% | 0.04% | +16.2% |
| ATEC | ALPHATEC HLDGS INC | $252,323 | +41.0% | 20,431 | 0.0% | 0.04% | +30.3% | |
| MPC | MARATHON PETE CORP | $245,699 | +17.0% | 2,111 | 0.0% | 0.04% | +7.7% | |
| TPL | TEXAS PACIFIC LAND CORPORATI | $239,111 | +31.4% | 102 | 0.0% | 0.04% | +20.6% | |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $242,966 | +4.7% | 2,557 | -2.3% | 0.04% | -4.7% |
| GEL | GENESIS ENERGY L Punit ltd partn | $241,385 | +11.2% | 23,642 | 0.0% | 0.04% | 0.0% | |
| NVDA | Sell | NVIDIA CORPORATION | $238,971 | +16.0% | 1,635 | -3.8% | 0.04% | +5.1% |
| TRGP | TARGA RES CORP | $236,670 | +22.0% | 3,220 | 0.0% | 0.04% | +11.1% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $227,121 | +11.9% | 19,313 | 0.0% | 0.04% | +2.6% | |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $230,710 | +5.3% | 4,555 | +3.4% | 0.04% | -4.9% |
| SBR | SABINE RTY TRunit ben int | $230,094 | +19.8% | 2,700 | 0.0% | 0.04% | +8.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $225,001 | +18.4% | 1,597 | 0.0% | 0.04% | +5.6% | |
| New | WORLD GOLD TRspdr gld minis | $223,944 | – | 6,188 | +100.0% | 0.04% | – | |
| TRP | TC ENERGY CORP | $220,226 | -1.2% | 5,525 | 0.0% | 0.04% | -9.5% | |
| KMI | KINDER MORGAN INC DEL | $223,541 | +9.0% | 12,364 | 0.0% | 0.04% | 0.0% | |
| WMB | WILLIAMS COS INC | $217,963 | +15.3% | 6,625 | 0.0% | 0.04% | +5.7% | |
| CFB | CROSSFIRST BANKSHARES INC | $217,721 | -4.9% | 17,544 | 0.0% | 0.04% | -14.0% | |
| SLV | ISHARES SILVER TRishares | $209,014 | +25.9% | 9,492 | 0.0% | 0.04% | +16.1% | |
| MRK | Buy | MERCK & CO INC | $203,815 | +46.6% | 1,837 | +14.1% | 0.04% | +34.6% |
| LNG | Buy | CHENIERE ENERGY INC | $204,395 | -8.8% | 1,363 | +1.1% | 0.04% | -16.7% |
| MPLX | MPLX LP | $202,492 | +9.5% | 6,166 | 0.0% | 0.04% | 0.0% | |
| HCA | Sell | HCA HEALTHCARE INC | $198,065 | +29.5% | 825 | -1.1% | 0.03% | +17.2% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $191,651 | +110.6% | 4,855 | +70.1% | 0.03% | +94.1% |
| DIS | Sell | DISNEY WALT CO | $190,615 | -8.8% | 2,194 | -0.9% | 0.03% | -15.4% |
| HEP | HOLLY ENERGY PARTNERS L P | $181,200 | +10.5% | 10,000 | 0.0% | 0.03% | 0.0% | |
| VXX | Buy | BARCLAYS BANK PLCipth sr b s&p | $183,701 | -13.3% | 13,010 | +30.0% | 0.03% | -22.5% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $179,600 | -46.2% | 2,500 | -46.6% | 0.03% | -50.0% |
| FDX | FEDEX CORP | $181,860 | +16.6% | 1,050 | 0.0% | 0.03% | +6.9% | |
| KRP | Buy | KIMBELL RTY PARTNERS LPunit | $173,964 | +176.1% | 10,417 | +179.1% | 0.03% | +150.0% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $177,962 | +0.5% | 2,364 | 0.0% | 0.03% | -9.1% | |
| DCP | DCP MIDSTREAM LP | $165,556 | +3.5% | 4,268 | 0.0% | 0.03% | -6.7% | |
| NOC | NORTHROP GRUMMAN CORP | $163,138 | +16.5% | 299 | 0.0% | 0.03% | +7.7% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $160,397 | +17.9% | 4,071 | +14.0% | 0.03% | +8.0% |
| FB | Sell | META PLATFORMS INCcl a | $160,052 | -12.1% | 1,330 | -1.0% | 0.03% | -20.6% |
| NFLX | Buy | NETFLIX INC | $159,825 | +97.3% | 542 | +57.6% | 0.03% | +80.0% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $154,074 | +0.7% | 3,768 | -1.6% | 0.03% | -10.3% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $150,036 | +0.0% | 2,897 | 0.0% | 0.03% | -7.1% | |
| MGM | MGM RESORTS INTERNATIONAL | $147,800 | +12.8% | 4,408 | 0.0% | 0.02% | +4.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $144,603 | +7.9% | 378 | +0.5% | 0.02% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $144,389 | +7.8% | 831 | +0.5% | 0.02% | 0.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $140,136 | -7.8% | 101 | 0.0% | 0.02% | -14.3% | |
| GIS | GENERAL MLS INC | $143,300 | +9.4% | 1,709 | 0.0% | 0.02% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $139,655 | +1.2% | 1,941 | 0.0% | 0.02% | -7.7% | |
| MET | METLIFE INC | $137,648 | +19.7% | 1,902 | 0.0% | 0.02% | +4.5% | |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $127,508 | -68.0% | 923 | -70.6% | 0.02% | -70.3% |
| ADI | ANALOG DEVICES INC | $127,615 | +18.2% | 778 | 0.0% | 0.02% | +10.0% | |
| PEP | PEPSICO INC | $127,727 | +11.1% | 707 | 0.0% | 0.02% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $124,141 | +18.2% | 1,491 | +1.7% | 0.02% | +5.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $122,731 | -20.3% | 4,020 | -17.1% | 0.02% | -27.6% |
| AMAT | Buy | APPLIED MATLS INC | $120,459 | +26.8% | 1,237 | +6.9% | 0.02% | +16.7% |
| AMGN | AMGEN INC | $121,864 | +16.1% | 464 | 0.0% | 0.02% | +5.0% | |
| BAC | Buy | BANK AMERICA CORP | $123,769 | +20.2% | 3,737 | +9.2% | 0.02% | +10.5% |
| HON | HONEYWELL INTL INC | $117,008 | +28.6% | 546 | 0.0% | 0.02% | +17.6% | |
| OXY | OCCIDENTAL PETE CORP | $116,595 | +2.3% | 1,851 | 0.0% | 0.02% | -4.8% | |
| TJX | Buy | TJX COS INC NEW | $113,964 | +31.0% | 1,432 | +2.1% | 0.02% | +18.8% |
| TTI | TETRA TECHNOLOGIES INC DEL | $110,720 | -3.7% | 32,000 | 0.0% | 0.02% | -13.6% | |
| SYK | Sell | STRYKER CORPORATION | $111,976 | +20.4% | 458 | -0.2% | 0.02% | +11.8% |
| NKE | Sell | NIKE INCcl b | $112,915 | +41.1% | 965 | -0.2% | 0.02% | +26.7% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $109,216 | -3.3% | 2,170 | -3.4% | 0.02% | -9.5% |
| ACWX | New | ISHARES TRmsci acwi ex us | $109,109 | – | 2,398 | +100.0% | 0.02% | – |
| T | Sell | AT&T INC | $103,942 | -16.8% | 5,646 | -30.8% | 0.02% | -21.7% |
| CSX | CSX CORP | $105,177 | +15.6% | 3,395 | 0.0% | 0.02% | +5.9% | |
| APA | APA CORPORATION | $107,131 | +37.3% | 2,295 | 0.0% | 0.02% | +20.0% | |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $102,686 | – | 2,165 | +100.0% | 0.02% | – |
| DE | DEERE & CO | $105,904 | +29.2% | 247 | 0.0% | 0.02% | +20.0% | |
| New | RAYTHEON TECHNOLOGIES CORP | $99,709 | – | 988 | +100.0% | 0.02% | – | |
| HST | Buy | HOST HOTELS & RESORTS INC | $101,002 | +3.1% | 6,293 | +3.0% | 0.02% | -5.6% |
| SUSB | ISHARES TResg awre 1 5 yr | $100,309 | +1.3% | 4,220 | 0.0% | 0.02% | -10.5% | |
| VLO | VALERO ENERGY CORP | $97,936 | +18.0% | 772 | 0.0% | 0.02% | +6.2% | |
| BX | Sell | BLACKSTONE INC | $100,291 | -12.0% | 1,352 | -0.8% | 0.02% | -19.0% |
| TSN | Sell | TYSON FOODS INCcl a | $93,831 | -8.9% | 1,507 | -3.1% | 0.02% | -15.8% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $92,916 | +2.1% | 2,749 | 0.0% | 0.02% | -5.9% | |
| VO | VANGUARD INDEX FDSmid cap etf | $95,587 | +8.6% | 469 | 0.0% | 0.02% | 0.0% | |
| WD | WALKER & DUNLOP INC | $92,842 | -6.2% | 1,183 | 0.0% | 0.02% | -15.8% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $92,814 | +14.6% | 13,510 | 0.0% | 0.02% | +6.7% | |
| BIZD | VANECK ETF TRUST | $93,885 | +4.3% | 6,635 | 0.0% | 0.02% | -5.9% | |
| SDOG | ALPS ETF TRsectr div dogs | $85,442 | +13.9% | 1,661 | 0.0% | 0.02% | +7.1% | |
| AXP | Buy | AMERICAN EXPRESS CO | $87,616 | +18.4% | 593 | +7.8% | 0.02% | +7.1% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $89,700 | +12.1% | 711 | 0.0% | 0.02% | 0.0% | |
| UNP | UNION PAC CORP | $90,075 | +6.0% | 435 | 0.0% | 0.02% | -6.2% | |
| AIRR | FIRST TR EXCHANGE-TRADED FDrba indl etf | $88,240 | +16.1% | 2,000 | 0.0% | 0.02% | +7.1% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $87,949 | +17.3% | 2,515 | -1.5% | 0.02% | +7.1% |
| PH | PARKER-HANNIFIN CORP | $85,554 | +20.5% | 294 | 0.0% | 0.02% | +15.4% | |
| New | TARGET CORP | $83,462 | – | 560 | +100.0% | 0.01% | – | |
| NUE | NUCOR CORP | $81,459 | +23.4% | 618 | 0.0% | 0.01% | +16.7% | |
| AZN | ASTRAZENECA PLCsponsored adr | $84,643 | +24.5% | 1,248 | 0.0% | 0.01% | +7.7% | |
| CREDIT SUISSE AG NASSAU BRHx link silver | $83,547 | +14.4% | 945 | 0.0% | 0.01% | 0.0% | ||
| PPG | Buy | PPG INDS INC | $82,108 | +17.3% | 653 | +3.7% | 0.01% | +7.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $83,719 | +0.9% | 1,652 | +0.1% | 0.01% | -12.5% |
| DEO | DIAGEO PLCspon adr new | $80,186 | +5.5% | 450 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $78,599 | +20.9% | 579 | 0.0% | 0.01% | +8.3% | |
| ETR | ENTERGY CORP NEW | $75,375 | +12.5% | 670 | 0.0% | 0.01% | 0.0% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $75,190 | – | 1,000 | +100.0% | 0.01% | – |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $73,654 | -1.8% | 1,400 | 0.0% | 0.01% | -7.1% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $78,630 | +15.6% | 750 | 0.0% | 0.01% | 0.0% | |
| CMI | CUMMINS INC | $77,533 | +19.3% | 320 | 0.0% | 0.01% | +8.3% | |
| GLW | Buy | CORNING INC | $76,427 | +10.8% | 2,393 | +0.8% | 0.01% | 0.0% |
| New | TRAVELERS COMPANIES INC | $74,621 | – | 398 | +100.0% | 0.01% | – | |
| WY | Sell | WEYERHAEUSER CO MTN BE | $68,715 | -0.4% | 2,217 | -8.2% | 0.01% | -7.7% |
| GLNG | GOLAR LNG LTD | $68,370 | -8.8% | 3,000 | 0.0% | 0.01% | -14.3% | |
| AIV | APARTMENT INVT & MGMT COcl a | $71,200 | -2.5% | 10,000 | 0.0% | 0.01% | -14.3% | |
| AEP | AMERICAN ELEC PWR CO INC | $65,516 | +9.2% | 690 | 0.0% | 0.01% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $66,058 | +32.1% | 801 | 0.0% | 0.01% | +22.2% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $63,857 | +12.0% | 909 | -2.9% | 0.01% | 0.0% |
| SO | Sell | SOUTHERN CO | $61,984 | -6.1% | 868 | -10.2% | 0.01% | -8.3% |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $64,216 | +8.8% | 1,344 | 0.0% | 0.01% | 0.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $64,082 | +0.1% | 1,456 | 0.0% | 0.01% | -8.3% | |
| SBUX | Buy | STARBUCKS CORP | $66,861 | +48.6% | 674 | +26.9% | 0.01% | +37.5% |
| HAP | Buy | VANECK ETF TRUSTnatural resourc | $59,918 | +15.2% | 1,217 | +1.3% | 0.01% | 0.0% |
| IWO | ISHARES TRrus 2000 grw etf | $57,920 | +3.4% | 270 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $58,600 | +12.7% | 1,172 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC INC | $58,991 | +28.2% | 820 | 0.0% | 0.01% | +11.1% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $61,102 | -6.0% | 2,333 | 0.0% | 0.01% | -16.7% | |
| RETA | REATA PHARMACEUTICALS INCcl a | $61,468 | +49.9% | 1,618 | 0.0% | 0.01% | +25.0% | |
| EXC | Buy | EXELON CORP | $56,372 | +25.3% | 1,304 | +7.8% | 0.01% | +25.0% |
| HAL | Buy | HALLIBURTON CO | $60,874 | +64.5% | 1,547 | +3.1% | 0.01% | +42.9% |
| INTC | Sell | INTEL CORP | $60,023 | -40.0% | 2,271 | -41.5% | 0.01% | -47.4% |
| AEE | Buy | AMEREN CORP | $56,998 | +14.0% | 641 | +3.9% | 0.01% | +11.1% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $50,843 | +10.5% | 682 | 0.0% | 0.01% | 0.0% | |
| RPRX | ROYALTY PHARMA PLC | $53,747 | -0.5% | 1,360 | 0.0% | 0.01% | -10.0% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $54,939 | +7.7% | 317 | 0.0% | 0.01% | -10.0% | |
| SIBN | SI-BONE INC | $50,320 | -22.6% | 3,700 | 0.0% | 0.01% | -25.0% | |
| TSLA | Sell | TESLA INC | $52,351 | -55.3% | 425 | -3.2% | 0.01% | -59.1% |
| LRCX | Buy | LAM RESEARCH CORP | $48,496 | +24.3% | 115 | +7.5% | 0.01% | +14.3% |
| DUK | DUKE ENERGY CORP NEW | $47,993 | +11.6% | 466 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $47,573 | +10.6% | 521 | 0.0% | 0.01% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $46,456 | +8.0% | 539 | 0.0% | 0.01% | 0.0% | |
| COMB | New | GRANITESHARES ETF TR | $45,767 | – | 2,035 | +100.0% | 0.01% | – |
| LH | Buy | LABORATORY CORP AMER HLDGS | $47,803 | +19.5% | 203 | +4.1% | 0.01% | +14.3% |
| CCI | Sell | CROWN CASTLE INC | $47,899 | -9.6% | 353 | -3.3% | 0.01% | -20.0% |
| REGN | REGENERON PHARMACEUTICALS | $44,732 | +6.5% | 62 | 0.0% | 0.01% | 0.0% | |
| NS | NUSTAR ENERGY LP | $49,584 | +18.1% | 3,099 | 0.0% | 0.01% | 0.0% | |
| EOG | Sell | EOG RES INC | $48,959 | -9.3% | 378 | -22.5% | 0.01% | -20.0% |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $44,666 | +1.5% | 1,325 | 0.0% | 0.01% | 0.0% | |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $47,907 | – | 2,157 | +100.0% | 0.01% | – | |
| DRI | DARDEN RESTAURANTS INC | $41,499 | +9.2% | 300 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL | $42,380 | +8.7% | 302 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $41,728 | +9.8% | 1,101 | 0.0% | 0.01% | 0.0% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $43,891 | -6.6% | 523 | -19.8% | 0.01% | -22.2% |
| TM | TOYOTA MOTOR CORPads | $40,974 | +5.1% | 300 | 0.0% | 0.01% | 0.0% | |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $40,672 | +481.0% | 1,870 | +405.4% | 0.01% | +600.0% |
| ABNB | AIRBNB INC | $43,947 | -18.6% | 514 | 0.0% | 0.01% | -30.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $39,517 | +12.9% | 523 | 0.0% | 0.01% | 0.0% | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $42,269 | -23.1% | 2,856 | 0.0% | 0.01% | -30.0% | |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $42,885 | +12.9% | 815 | 0.0% | 0.01% | 0.0% | |
| QCOM | Sell | QUALCOMM INC | $33,642 | -26.9% | 306 | -25.2% | 0.01% | -33.3% |
| TMHC | Buy | TAYLOR MORRISON HOME CORP | $34,235 | +36.9% | 1,128 | +6.4% | 0.01% | +20.0% |
| CAT | CATERPILLAR INC | $37,851 | +45.6% | 158 | 0.0% | 0.01% | +20.0% | |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $34,548 | +11.4% | 303 | +0.3% | 0.01% | 0.0% |
| DIVO | AMPLIFY ETF TRcwp enhanced div | $32,288 | +11.3% | 900 | 0.0% | 0.01% | +20.0% | |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $36,026 | – | 1,604 | +100.0% | 0.01% | – | |
| IGE | ISHARES TRnorth amern nat | $33,666 | +16.1% | 828 | 0.0% | 0.01% | +20.0% | |
| GPC | GENUINE PARTS CO | $32,967 | +17.7% | 190 | 0.0% | 0.01% | +20.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $32,849 | +9.5% | 507 | 0.0% | 0.01% | 0.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $36,106 | +9.4% | 587 | +9.3% | 0.01% | 0.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $33,624 | +12.1% | 865 | +0.7% | 0.01% | 0.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $33,573 | +15.8% | 466 | +7.1% | 0.01% | +20.0% |
| BP | BP PLCsponsored adr | $32,590 | +20.7% | 933 | 0.0% | 0.01% | +20.0% | |
| RPM | RPM INTL INC | $35,179 | +17.3% | 361 | 0.0% | 0.01% | 0.0% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $34,652 | -65.0% | 670 | -69.1% | 0.01% | -68.4% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $36,511 | +21.7% | 1,274 | +1.6% | 0.01% | 0.0% |
| Sell | GENERAL ELECTRIC CO | $34,899 | +34.2% | 416 | -2.1% | 0.01% | +20.0% | |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $28,941 | +3.4% | 1,033 | +0.2% | 0.01% | 0.0% |
| EXCELERATE ENERGY INC | $27,054 | +8.2% | 1,080 | 0.0% | 0.01% | 0.0% | ||
| ETSY | ETSY INC | $27,071 | +23.0% | 226 | 0.0% | 0.01% | +25.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $27,881 | +85.9% | 245 | 0.0% | 0.01% | +66.7% | |
| DOV | Buy | DOVER CORP | $28,707 | +24.8% | 212 | +6.0% | 0.01% | +25.0% |
| BHP | BHP GROUP LTDsponsored ads | $31,025 | +24.1% | 500 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $31,329 | +25.3% | 301 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $27,722 | +6.6% | 709 | 0.0% | 0.01% | 0.0% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $27,216 | -60.0% | 300 | -66.7% | 0.01% | -61.5% |
| MSB | MESABI TRctf ben int | $30,583 | -15.0% | 1,700 | 0.0% | 0.01% | -28.6% | |
| SIRI | SIRIUS XM HOLDINGS INC | $27,448 | +1.7% | 4,700 | 0.0% | 0.01% | 0.0% | |
| C | Sell | CITIGROUP INC | $26,957 | -30.9% | 596 | -36.4% | 0.01% | -28.6% |
| MELI | MERCADOLIBRE INC | $28,772 | +2.8% | 34 | 0.0% | 0.01% | 0.0% | |
| New | RAYTHEON TECHNOLOGIES CORP | $26,946 | – | 267 | +100.0% | 0.01% | – | |
| CI | Buy | CIGNA CORP NEW | $26,839 | +91.7% | 81 | +58.8% | 0.01% | +66.7% |
| ONEY | Buy | SPDR SER TRrussell yield | $31,108 | +15.2% | 332 | +1.2% | 0.01% | 0.0% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $27,903 | -39.3% | 204 | -46.7% | 0.01% | -44.4% |
| VV | VANGUARD INDEX FDSlarge cap etf | $27,932 | +7.4% | 160 | 0.0% | 0.01% | 0.0% | |
| TRN | TRINITY INDS INC | $30,871 | +40.3% | 1,044 | 0.0% | 0.01% | +25.0% | |
| MMM | Buy | 3M CO | $27,222 | +18.4% | 227 | +8.6% | 0.01% | +25.0% |
| SLB | SCHLUMBERGER LTD | $29,242 | +46.2% | 547 | 0.0% | 0.01% | +25.0% | |
| TBT | PROSHARES TR | $22,750 | +3.4% | 700 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $22,862 | +34.5% | 238 | 0.0% | 0.00% | +33.3% | |
| SHELL PLCspon ads | $23,748 | +13.1% | 417 | 0.0% | 0.00% | 0.0% | ||
| New | DIMENSIONAL ETF TRUST | $25,037 | – | 603 | +100.0% | 0.00% | – | |
| PYPL | PAYPAL HLDGS INC | $24,571 | -18.1% | 345 | 0.0% | 0.00% | -33.3% | |
| PACW | PACWEST BANCORP DEL | $23,363 | +1.6% | 1,018 | 0.0% | 0.00% | 0.0% | |
| GCOW | PACER FDS TRglobl cash etf | $22,853 | +20.3% | 720 | 0.0% | 0.00% | 0.0% | |
| SMTI | SANARA MEDTECH INC | $22,750 | +51.7% | 500 | 0.0% | 0.00% | +33.3% | |
| MDT | Sell | MEDTRONIC PLC | $23,782 | -11.9% | 306 | -8.7% | 0.00% | -20.0% |
| NDSN | Sell | NORDSON CORP | $22,108 | +0.5% | 93 | -11.4% | 0.00% | 0.0% |
| GM | Sell | GENERAL MTRS CO | $22,438 | -2.4% | 667 | -8.1% | 0.00% | 0.0% |
| MDLZ | MONDELEZ INTL INCcl a | $20,995 | +16.6% | 315 | 0.0% | 0.00% | +33.3% | |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $20,896 | – | 1,058 | +100.0% | 0.00% | – |
| EFA | ISHARES TRmsci eafe etf | $25,928 | +17.9% | 395 | 0.0% | 0.00% | 0.0% | |
| MTDR | MATADOR RES CO | $21,751 | +14.5% | 380 | 0.0% | 0.00% | 0.0% | |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $21,852 | -16.0% | 180 | -6.7% | 0.00% | -20.0% |
| BAX | Sell | BAXTER INTL INC | $20,694 | -49.5% | 406 | -46.3% | 0.00% | -50.0% |
| BJ | Sell | BJS WHSL CLUB HLDGS INC | $23,818 | -14.9% | 360 | -5.8% | 0.00% | -20.0% |
| JBHT | HUNT J B TRANS SVCS INC | $21,969 | +9.8% | 126 | 0.0% | 0.00% | 0.0% | |
| AVTR | AVANTOR INC | $24,085 | +9.5% | 1,142 | 0.0% | 0.00% | 0.0% | |
| PCVX | New | VAXCYTE INC | $23,352 | – | 487 | +100.0% | 0.00% | – |
| ADP | AUTOMATIC DATA PROCESSING IN | $25,080 | +4.5% | 105 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYS INC | $22,969 | +14.8% | 141 | 0.0% | 0.00% | 0.0% | |
| KDP | KEURIG DR PEPPER INC | $23,964 | -0.2% | 672 | 0.0% | 0.00% | 0.0% | |
| IGSB | New | ISHARES TR | $24,991 | – | 502 | +100.0% | 0.00% | – |
| IRBT | IROBOT CORP | $25,268 | -15.8% | 525 | 0.0% | 0.00% | -33.3% | |
| URTH | Buy | ISHARES INCmsci world etf | $21,171 | +11.4% | 194 | +1.0% | 0.00% | 0.0% |
| EEMS | ISHARES INCem mkt sm-cp etf | $23,464 | +6.7% | 486 | 0.0% | 0.00% | 0.0% | |
| TTC | Sell | TORO CO | $17,546 | +3.2% | 155 | -20.5% | 0.00% | 0.0% |
| XSOE | WISDOMTREE TRem ex st-owned | $17,348 | +8.4% | 650 | 0.0% | 0.00% | 0.0% | |
| BURL | Sell | BURLINGTON STORES INC | $16,626 | +66.3% | 82 | -3.5% | 0.00% | +50.0% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $15,885 | +13.5% | 47 | +11.9% | 0.00% | 0.0% |
| WAL | WESTERN ALLIANCE BANCORP | $16,677 | -7.4% | 280 | 0.0% | 0.00% | 0.0% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $19,110 | +12.4% | 160 | 0.0% | 0.00% | 0.0% | |
| CGNX | COGNEX CORP | $16,724 | +11.5% | 355 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $19,260 | +1.4% | 92 | 0.0% | 0.00% | -25.0% | |
| FIX | Sell | COMFORT SYS USA INC | $17,952 | -5.5% | 156 | -18.3% | 0.00% | -25.0% |
| FIVE | FIVE BELOW INC | $18,571 | +32.6% | 105 | 0.0% | 0.00% | 0.0% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $18,090 | +0.5% | 361 | 0.0% | 0.00% | 0.0% | |
| HOLX | Buy | HOLOGIC INC | $16,009 | +60.1% | 214 | +39.0% | 0.00% | +50.0% |
| PNFP | PINNACLE FINL PARTNERS INC | $17,983 | -10.1% | 245 | 0.0% | 0.00% | -25.0% | |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $16,726 | +85.8% | 675 | +80.0% | 0.00% | +50.0% |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $14,818 | +5.8% | 180 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $16,515 | +27.0% | 341 | 0.0% | 0.00% | +50.0% | |
| PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $20,435 | +7.6% | 260 | 0.0% | 0.00% | -25.0% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $15,428 | +10.2% | 417 | +0.2% | 0.00% | 0.0% |
| HUM | Buy | HUMANA INC | $17,926 | +156.1% | 35 | +133.3% | 0.00% | +200.0% |
| PIPR | PIPER SANDLER COMPANIES | $17,315 | +23.7% | 133 | 0.0% | 0.00% | 0.0% | |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $15,604 | +73.4% | 108 | +47.9% | 0.00% | +50.0% |
| IVEDA SOLUTIONS INC | $16,650 | -16.8% | 30,000 | 0.0% | 0.00% | -25.0% | ||
| ESI | ELEMENT SOLUTIONS INC | $18,554 | +16.0% | 1,020 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATLS INC | $17,270 | +23.4% | 130 | 0.0% | 0.00% | 0.0% | |
| ATKR | Buy | ATKORE INC | $17,580 | +486.0% | 155 | +287.5% | 0.00% | +200.0% |
| IDA | IDACORP INC | $15,099 | +7.8% | 140 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INC | $15,352 | +9.7% | 152 | 0.0% | 0.00% | 0.0% | |
| LANC | LANCASTER COLONY CORP | $17,165 | +32.0% | 87 | 0.0% | 0.00% | +50.0% | |
| ITW | ILLINOIS TOOL WKS INC | $18,065 | +20.4% | 82 | 0.0% | 0.00% | 0.0% | |
| OVV | Buy | OVINTIV INC | $17,140 | +242.8% | 338 | +207.3% | 0.00% | +200.0% |
| IR | Buy | INGERSOLL RAND INC | $20,378 | +35.9% | 390 | +11.4% | 0.00% | 0.0% |
| FSS | FEDERAL SIGNAL CORP | $16,497 | +26.9% | 355 | 0.0% | 0.00% | +50.0% | |
| KNSL | Sell | KINSALE CAP GROUP INC | $16,214 | -18.9% | 62 | -22.5% | 0.00% | -25.0% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $15,612 | +20.1% | 98 | 0.0% | 0.00% | +50.0% | |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $16,573 | – | 324 | +100.0% | 0.00% | – |
| VUG | VANGUARD INDEX FDSgrowth etf | $15,770 | -1.4% | 74 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $19,652 | +15.6% | 140 | 0.0% | 0.00% | 0.0% | |
| PCTY | PAYLOCITY HLDG CORP | $18,066 | -17.9% | 93 | 0.0% | 0.00% | -25.0% | |
| ACA | ARCOSA INC | $18,910 | -5.4% | 348 | 0.0% | 0.00% | -25.0% | |
| VIAC | New | PARAMOUNT GLOBAL | $17,302 | – | 1,025 | +100.0% | 0.00% | – |
| ANTM | ELEVANCE HEALTH INC | $18,467 | +15.4% | 36 | 0.0% | 0.00% | 0.0% | |
| UVXY | Sell | PROSHARES TR IIultra vix short | $16,052 | -86.3% | 2,340 | -74.2% | 0.00% | -86.4% |
| PFGC | PERFORMANCE FOOD GROUP CO | $18,685 | +33.5% | 320 | 0.0% | 0.00% | 0.0% | |
| PVL | PERMIANVILLE RTY TRtr unit | $18,425 | +2.4% | 5,500 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $16,457 | -39.0% | 1,736 | -27.3% | 0.00% | -40.0% | |
| MOH | Sell | MOLINA HEALTHCARE INC | $17,832 | -18.9% | 54 | -19.4% | 0.00% | -25.0% |
| GS | GOLDMAN SACHS GROUP INC | $17,856 | +11.6% | 52 | 0.0% | 0.00% | 0.0% | |
| GMED | Buy | GLOBUS MED INCcl a | $16,711 | +51.9% | 225 | +25.0% | 0.00% | +50.0% |
| COPX | GLOBAL X FDSglobal x copper | $17,006 | +21.5% | 480 | 0.0% | 0.00% | 0.0% | |
| GMOM | CAMBRIA ETF TRglb moment etf | $19,921 | -0.4% | 703 | 0.0% | 0.00% | -25.0% | |
| CVCO | CAVCO INDS INC DEL | $15,611 | +11.5% | 69 | 0.0% | 0.00% | 0.0% | |
| VOYA | VOYA FINANCIAL INC | $19,984 | -0.1% | 325 | 0.0% | 0.00% | -25.0% | |
| TMUS | T-MOBILE US INC | $16,940 | +5.9% | 121 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $19,639 | -6.5% | 231 | -15.1% | 0.00% | -25.0% |
| TXRH | TEXAS ROADHOUSE INC | $18,190 | +7.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $16,143 | -5.0% | 96 | 0.0% | 0.00% | 0.0% | |
| ALLY | New | ALLY FINL INC | $18,044 | – | 738 | +100.0% | 0.00% | – |
| ICSH | New | ISHARES TRblackrock ultra | $20,348 | – | 407 | +100.0% | 0.00% | – |
| GLOB | Buy | GLOBANT S A | $15,975 | +6.5% | 95 | +17.3% | 0.00% | 0.0% |
| SJM | SMUCKER J M CO | $16,480 | +17.7% | 104 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $16,484 | +17.7% | 64 | 0.0% | 0.00% | 0.0% | |
| SYF | Buy | SYNCHRONY FINANCIAL | $11,041 | +38.0% | 336 | +17.5% | 0.00% | +100.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $9,759 | +22.0% | 29 | -9.4% | 0.00% | +100.0% |
| ADC | AGREE RLTY CORP | $14,186 | +1.3% | 200 | 0.0% | 0.00% | -33.3% | |
| APD | AIR PRODS & CHEMS INC | $10,789 | +34.9% | 35 | 0.0% | 0.00% | +100.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $9,602 | +6.7% | 109 | 0.0% | 0.00% | 0.0% | |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $12,192 | -12.9% | 600 | 0.0% | 0.00% | -33.3% | |
| AIG | Sell | AMERICAN INTL GROUP INC | $9,296 | +16.2% | 147 | -19.2% | 0.00% | +100.0% |
| AUB | ATLANTIC UN BANKSHARES CORP | $12,826 | +16.6% | 365 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $9,605 | +20.1% | 211 | 0.0% | 0.00% | +100.0% | |
| BIO | Buy | BIO RAD LABS INCcl a | $13,456 | +34.6% | 32 | +39.1% | 0.00% | 0.0% |
| CDW | CDW CORP | $14,108 | +17.6% | 79 | 0.0% | 0.00% | 0.0% | |
| CRI | CARTERS INC | $10,818 | +8.2% | 145 | 0.0% | 0.00% | 0.0% | |
| CTLT | Buy | CATALENT INC | $13,728 | +5.6% | 305 | +64.9% | 0.00% | 0.0% |
| CQP | CHENIERE ENERGY PARTNERS LP | $10,464 | +4.6% | 184 | 0.0% | 0.00% | 0.0% | |
| CMCO | COLUMBUS MCKINNON CORP N Y | $9,254 | +32.2% | 285 | 0.0% | 0.00% | +100.0% | |
| ED | CONSOLIDATED EDISON INC | $14,488 | +11.4% | 152 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $9,118 | +1.3% | 165 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $12,333 | +2.8% | 123 | 0.0% | 0.00% | 0.0% | |
| DORM | DORMAN PRODS INC | $12,130 | +1.1% | 150 | 0.0% | 0.00% | 0.0% | |
| DEA | EASTERLY GOVT PPTYS INC | $8,990 | -10.1% | 630 | 0.0% | 0.00% | 0.0% | |
| EGP | Buy | EASTGROUP PPTYS INC | $11,845 | +48.1% | 80 | +45.5% | 0.00% | +100.0% |
| ENTG | ENTEGRIS INC | $12,396 | -17.4% | 189 | 0.0% | 0.00% | -33.3% | |
| EXPO | EXPONENT INC | $12,882 | +17.1% | 130 | 0.0% | 0.00% | 0.0% | |
| FEI | Sell | FIRST TR MLP & ENERGY INCOM | $10,887 | -54.6% | 1,394 | -57.7% | 0.00% | -50.0% |
| THRM | GENTHERM INC | $10,773 | +34.7% | 165 | 0.0% | 0.00% | +100.0% | |
| ROCK | GIBRALTAR INDS INC | $11,470 | +14.7% | 250 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $10,474 | +49.6% | 122 | 0.0% | 0.00% | +100.0% | |
| GBCI | GLACIER BANCORP INC NEW | $9,884 | -1.2% | 200 | 0.0% | 0.00% | 0.0% | |
| GSK PLCsponsored adr | $12,650 | +15.0% | 360 | 0.0% | 0.00% | 0.0% | ||
| MLPX | GLOBAL X FDSglb x mlp enrg i | $10,190 | +13.2% | 250 | 0.0% | 0.00% | 0.0% | |
| BAR | GRANITESHARES GOLD TR | $9,025 | +12.8% | 500 | 0.0% | 0.00% | +100.0% | |
| HALO | Buy | HALOZYME THERAPEUTICS INC | $14,225 | +77.8% | 250 | +31.6% | 0.00% | +100.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $10,692 | +78.2% | 141 | +39.6% | 0.00% | +100.0% |
| HESM | HESS MIDSTREAM LP | $10,023 | +11.4% | 335 | 0.0% | 0.00% | 0.0% | |
| HXL | HEXCEL CORP NEW | $12,947 | +17.7% | 220 | 0.0% | 0.00% | 0.0% | |
| HUBS | Buy | HUBSPOT INC | $13,878 | +38.8% | 48 | +26.3% | 0.00% | 0.0% |
| ITGR | INTEGER HLDGS CORP | $10,611 | +6.1% | 155 | 0.0% | 0.00% | 0.0% | |
| IP | Sell | INTERNATIONAL PAPER CO | $10,389 | -13.4% | 300 | -17.6% | 0.00% | 0.0% |
| ITCI | INTRA-CELLULAR THERAPIES INC | $11,642 | +16.4% | 220 | 0.0% | 0.00% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $11,410 | +185.2% | 43 | +95.5% | 0.00% | +100.0% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $9,231 | +15.4% | 32 | 0.0% | 0.00% | +100.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $10,160 | +12.9% | 159 | 0.0% | 0.00% | 0.0% | |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $12,451 | +3.8% | 345 | +0.3% | 0.00% | 0.0% |
| ACWF | ISHARES TRmsci gbl multifc | $9,845 | +9.4% | 310 | 0.0% | 0.00% | 0.0% | |
| JACOBS SOLUTIONS INC | $13,448 | +12.1% | 112 | 0.0% | 0.00% | 0.0% | ||
| KYN | KAYNE ANDERSON ENERGY INFRST | $9,844 | +9.4% | 1,150 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $12,830 | +6.9% | 75 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $11,481 | +14.8% | 282 | 0.0% | 0.00% | 0.0% | |
| LAD | LITHIA MTRS INC | $14,332 | -4.5% | 70 | 0.0% | 0.00% | -33.3% | |
| LOW | Sell | LOWES COS INC | $11,755 | -9.6% | 59 | -11.9% | 0.00% | 0.0% |
| MGY | MAGNOLIA OIL & GAS CORPcl a | $11,960 | +19.6% | 510 | 0.0% | 0.00% | 0.0% | |
| MKTX | New | MARKETAXESS HLDGS INC | $11,713 | – | 42 | +100.0% | 0.00% | – |
| MCK | Buy | MCKESSON CORP | $10,878 | +20.9% | 29 | +16.0% | 0.00% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $11,372 | +62.5% | 72 | +60.0% | 0.00% | +100.0% |
| SRVR | PACER FDS TRdata and infrast | $11,608 | +5.5% | 400 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP | $8,895 | +11.2% | 262 | 0.0% | 0.00% | +100.0% | |
| DOC | PHYSICIANS RLTY TR | $9,767 | -2.3% | 675 | 0.0% | 0.00% | 0.0% | |
| PXD | Sell | PIONEER NAT RES CO | $12,333 | -61.5% | 54 | -62.5% | 0.00% | -66.7% |
| POR | PORTLAND GEN ELEC CO | $11,515 | +15.2% | 235 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $11,342 | +3.1% | 104 | 0.0% | 0.00% | 0.0% | |
| Buy | PROSHARES TRultrapro sht qqq | $13,502 | +50.0% | 250 | +66.7% | 0.00% | 0.0% | |
| PHM | Buy | PULTE GROUP INC | $10,017 | +901.7% | 220 | +528.6% | 0.00% | – |
| KWR | QUAKER HOUGHTON | $12,351 | +12.3% | 74 | 0.0% | 0.00% | 0.0% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,641 | +14.9% | 426 | +1.2% | 0.00% | 0.0% |
| SLY | SPDR SER TRs&p 600 sml cap | $10,934 | +9.3% | 133 | 0.0% | 0.00% | 0.0% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $9,979 | +10.9% | 235 | +0.4% | 0.00% | 0.0% |
| CRM | Buy | SALESFORCE INC | $11,138 | +39.2% | 84 | +47.4% | 0.00% | +100.0% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $10,217 | +2.2% | 228 | 0.0% | 0.00% | 0.0% | |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $10,946 | -31.6% | 95 | -10.4% | 0.00% | -33.3% |
| SLAB | SILICON LABORATORIES INC | $13,567 | +13.1% | 100 | 0.0% | 0.00% | 0.0% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $10,103 | +1.0% | 86 | -21.8% | 0.00% | 0.0% |
| SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $14,028 | -49.9% | 1,200 | 0.0% | 0.00% | -60.0% | ||
| UGI | UGI CORP NEW | $11,195 | +12.0% | 302 | 0.0% | 0.00% | 0.0% | |
| ABEQ | UNIFIED SER TRabslute selct vl | $9,878 | +9.8% | 355 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $9,664 | -3.4% | 350 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $13,824 | +15.2% | 58 | 0.0% | 0.00% | 0.0% | |
| CDC | VICTORY PORTFOLIOS II | $12,455 | +3.8% | 201 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $12,820 | -1.4% | 50 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INCcl a | $9,526 | -4.7% | 65 | 0.0% | 0.00% | 0.0% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $10,140 | -22.0% | 38 | -20.8% | 0.00% | 0.0% |
| GTES | Sell | GATES INDL CORP PLC | $11,912 | -8.4% | 1,044 | -23.7% | 0.00% | 0.0% |
| CB | CHUBB LIMITED | $9,707 | +21.3% | 44 | 0.0% | 0.00% | +100.0% | |
| CYBR | New | CYBERARK SOFTWARE LTD | $14,521 | – | 112 | +100.0% | 0.00% | – |
| RPD | RAPID7 INC | $6,116 | -23.6% | 180 | 0.0% | 0.00% | 0.0% | |
| New | EQUITABLE HLDGS INC | $8,065 | – | 281 | +100.0% | 0.00% | – | |
| HRB | Buy | BLOCK H & R INC | $5,623 | +12.5% | 154 | +36.3% | 0.00% | 0.0% |
| DYAI | DYADIC INTL INC DEL | $3,690 | -38.5% | 3,000 | 0.0% | 0.00% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $4,252 | -39.3% | 6 | -53.8% | 0.00% | 0.0% |
| CIVITAS RESOURCES INC | $5,156 | +3.1% | 89 | 0.0% | 0.00% | 0.0% | ||
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,105 | +3.5% | 30 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $3,203 | +6.8% | 70 | 0.0% | 0.00% | 0.0% | |
| O | Buy | REALTY INCOME CORP | $3,933 | +31.1% | 62 | +12.7% | 0.00% | 0.0% |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $3,752 | -6.2% | 91 | 0.0% | 0.00% | 0.0% | |
| BATH & BODY WORKS INC | $4,973 | +24.3% | 118 | 0.0% | 0.00% | 0.0% | ||
| NOW | Buy | SERVICENOW INC | $5,436 | +35.9% | 14 | +27.3% | 0.00% | 0.0% |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $3,651 | +21.7% | 87 | 0.0% | 0.00% | 0.0% | |
| VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $7,257 | +3.7% | 119 | 0.0% | 0.00% | 0.0% | |
| NSA | NATIONAL STORAGE AFFILIATES | $5,960 | -14.9% | 165 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $6,349 | +5.8% | 126 | 0.0% | 0.00% | 0.0% | |
| CTAS | CINTAS CORP | $4,968 | +24.2% | 11 | 0.0% | 0.00% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,327 | +8.2% | 111 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $6,064 | +21.3% | 50 | 0.0% | 0.00% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $4,931 | +23.3% | 27 | 0.0% | 0.00% | 0.0% | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $6,231 | -43.4% | 289 | -50.1% | 0.00% | -50.0% |
| AZO | AUTOZONE INC | $4,932 | +23.3% | 2 | 0.0% | 0.00% | 0.0% | |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $6,062 | +506.2% | 182 | +225.0% | 0.00% | – |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,243 | +24.9% | 22 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $5,793 | +15.9% | 31 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $4,733 | +18.3% | 35 | 0.0% | 0.00% | 0.0% | |
| OLN | Sell | OLIN CORP | $3,653 | -8.7% | 69 | -33.0% | 0.00% | 0.0% |
| KLAC | Sell | KLA CORP | $7,918 | -12.0% | 21 | -30.0% | 0.00% | -50.0% |
| APAM | ARTISAN PARTNERS ASSET MGMTcl a | $4,010 | +0.2% | 135 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $2,967 | -25.8% | 23 | 0.0% | 0.00% | 0.0% | |
| OMC | Sell | OMNICOM GROUP INC | $4,323 | +8.1% | 53 | -18.5% | 0.00% | 0.0% |
| ENPH | Sell | ENPHASE ENERGY INC | $4,504 | -9.9% | 17 | -15.0% | 0.00% | 0.0% |
| ON | ON SEMICONDUCTOR CORP | $5,364 | +7.3% | 86 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $5,664 | +13.3% | 61 | 0.0% | 0.00% | 0.0% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $8,436 | +68.7% | 34 | +36.0% | 0.00% | 0.0% |
| HI | New | HILLENBRAND INC | $4,566 | – | 107 | +100.0% | 0.00% | – |
| VCEL | VERICEL CORP | $6,453 | +7.6% | 245 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,620 | -7.6% | 16 | 0.0% | 0.00% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $3,225 | +222.5% | 13 | +225.0% | 0.00% | – |
| L | New | LOEWS CORP | $4,433 | – | 76 | +100.0% | 0.00% | – |
| ATR | APTARGROUP INC | $7,699 | +10.0% | 70 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $4,304 | +7.6% | 50 | 0.0% | 0.00% | 0.0% | |
| APOG | APOGEE ENTERPRISES INC | $4,179 | +4.5% | 94 | 0.0% | 0.00% | 0.0% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $3,645 | +21.5% | 15 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW | $3,195 | -20.1% | 77 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $4,853 | -2.9% | 24 | 0.0% | 0.00% | 0.0% | |
| EA | Sell | ELECTRONIC ARTS INC | $5,742 | -18.0% | 47 | -23.0% | 0.00% | 0.0% |
| HBAN | HUNTINGTON BANCSHARES INC | $8,361 | +4.5% | 593 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $3,737 | -6.6% | 12 | 0.0% | 0.00% | 0.0% | |
| ROST | Sell | ROSS STORES INC | $4,642 | -22.6% | 40 | -34.4% | 0.00% | 0.0% |
| NXST | NEXSTAR MEDIA GROUP INC | $4,026 | +0.6% | 23 | 0.0% | 0.00% | 0.0% | |
| RUNWAY GROWTH FINANCE CORP | $4,346 | +8.6% | 375 | 0.0% | 0.00% | 0.0% | ||
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,052 | +1.7% | 9 | 0.0% | 0.00% | 0.0% | |
| AFIN | THE NECESSITY RETAIL REIT IN | $6,126 | +2.1% | 1,033 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $5,113 | +2.3% | 101 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $3,140 | +4.7% | 116 | 0.0% | 0.00% | 0.0% | |
| INN | SUMMIT HOTEL PPTYS INC | $6,895 | +14.9% | 955 | 0.0% | 0.00% | 0.0% | |
| OC | OWENS CORNING NEW | $4,009 | +0.2% | 47 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $5,814 | +93.8% | 153 | +54.5% | 0.00% | 0.0% |
| CHX | CHAMPIONX CORPORATION | $7,248 | +45.0% | 250 | 0.0% | 0.00% | 0.0% | |
| KINETIK HOLDINGS INC | $5,359 | +7.2% | 162 | 0.0% | 0.00% | 0.0% | ||
| DFS | Buy | DISCOVER FINL SVCS | $4,793 | +59.8% | 49 | +53.1% | 0.00% | 0.0% |
| WSBC | WESBANCO INC | $4,327 | +8.2% | 117 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $5,898 | +18.0% | 66 | 0.0% | 0.00% | 0.0% | |
| POWI | POWER INTEGRATIONS INC | $8,248 | +17.8% | 115 | 0.0% | 0.00% | 0.0% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $5,852 | +17.0% | 178 | +2.3% | 0.00% | 0.0% |
| SYNH | Sell | SYNEOS HEALTH INCcl a | $8,436 | -43.8% | 230 | -30.3% | 0.00% | -66.7% |
| PODD | INSULET CORP | $7,360 | +22.7% | 25 | 0.0% | 0.00% | 0.0% | |
| WSM | Sell | WILLIAMS SONOMA INC | $5,631 | -29.6% | 49 | -31.0% | 0.00% | 0.0% |
| DXCM | DEXCOM INC | $6,907 | +38.1% | 61 | 0.0% | 0.00% | 0.0% | |
| CNC | Buy | CENTENE CORP DEL | $7,709 | +54.2% | 94 | +34.3% | 0.00% | 0.0% |
| ACI | ALBERTSONS COS INC | $6,844 | -14.4% | 330 | 0.0% | 0.00% | 0.0% | |
| LKQ | Sell | LKQ CORP | $3,525 | -11.9% | 66 | -19.5% | 0.00% | 0.0% |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $4,358 | +9.0% | 180 | 0.0% | 0.00% | 0.0% | |
| SKT | Buy | TANGER FACTORY OUTLET CTRS I | $6,961 | +132.0% | 388 | +53.4% | 0.00% | 0.0% |
| TPR | Sell | TAPESTRY INC | $6,055 | +21.1% | 159 | -10.2% | 0.00% | 0.0% |
| XEL | XCEL ENERGY INC | $4,207 | +5.2% | 60 | 0.0% | 0.00% | 0.0% | |
| FRANKLIN BSP RLTY TR INC | $4,528 | +13.2% | 351 | 0.0% | 0.00% | 0.0% | ||
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $4,581 | – | 287 | +925.0% | 0.00% | – |
| JBL | JABIL INC | $4,433 | +10.8% | 65 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,932 | +46.6% | 23 | 0.0% | 0.00% | – | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $3,069 | +2.3% | 18 | 0.0% | 0.00% | 0.0% | |
| COF | Sell | CAPITAL ONE FINL CORP | $7,809 | -13.2% | 84 | -5.6% | 0.00% | -50.0% |
| LENB | LENNAR CORPcl b | $8,301 | +18.6% | 111 | 0.0% | 0.00% | 0.0% | |
| DOX | Buy | AMDOCS LTD | $4,000 | – | 44 | +1366.7% | 0.00% | – |
| PLD | PROLOGIS INC. | $6,087 | +21.7% | 54 | 0.0% | 0.00% | 0.0% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $3,350 | +235.0% | 13 | +333.3% | 0.00% | – |
| New | TENON MEDICAL INC | $7,066 | – | 4,472 | +100.0% | 0.00% | – | |
| HALEON PLCspon ads | $3,608 | +20.3% | 451 | 0.0% | 0.00% | 0.0% | ||
| DHR | DANAHER CORPORATION | $3,981 | -0.5% | 15 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $6,749 | +12.5% | 43 | 0.0% | 0.00% | 0.0% | |
| FERG | FERGUSON PLC NEW | $6,348 | +27.0% | 50 | 0.0% | 0.00% | 0.0% | |
| RCD | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $3,769 | +25.6% | 32 | 0.0% | 0.00% | 0.0% | |
| NTLA | INTELLIA THERAPEUTICS INC | $4,780 | -40.2% | 137 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $3,293 | +64.6% | 22 | 0.0% | 0.00% | – | |
| PUMP | PROPETRO HLDG CORP | $5,704 | +42.6% | 550 | 0.0% | 0.00% | 0.0% | |
| NTRS | Sell | NORTHERN TR CORP | $4,336 | -27.7% | 49 | -29.0% | 0.00% | 0.0% |
| JCI | JOHNSON CTLS INTL PLC | $3,968 | +32.3% | 62 | 0.0% | 0.00% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINL INC | $7,360 | – | 74 | +1380.0% | 0.00% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $3,553 | +255.3% | 58 | +544.4% | 0.00% | – |
| MLI | Buy | MUELLER INDS INC | $5,959 | +49.0% | 101 | +48.5% | 0.00% | 0.0% |
| APTV | APTIV PLC | $4,656 | +16.4% | 50 | 0.0% | 0.00% | 0.0% | |
| DNUT | KRISPY KREME INC | $3,767 | -5.8% | 365 | 0.0% | 0.00% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $3,498 | -12.6% | 54 | -8.5% | 0.00% | 0.0% |
| SNDR | SCHNEIDER NATIONAL INCcl b | $8,050 | +15.0% | 344 | 0.0% | 0.00% | 0.0% | |
| New | ADEIA INC | $3,128 | – | 330 | +100.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $3,698 | +23.3% | 22 | 0.0% | 0.00% | 0.0% | |
| KFY | New | KORN FERRY | $3,290 | – | 65 | +100.0% | 0.00% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $3,386 | +238.6% | 33 | +450.0% | 0.00% | – |
| LVS | LAS VEGAS SANDS CORP | $3,125 | +56.2% | 65 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $5,735 | -18.1% | 184 | 0.0% | 0.00% | 0.0% | |
| CF | CF INDS HLDGS INC | $4,260 | -14.8% | 50 | 0.0% | 0.00% | 0.0% | |
| NTG | Sell | TORTOISE MIDSTRM ENERGY FD I | $2,939 | -80.4% | 85 | -82.2% | 0.00% | -66.7% |
| ASML | ASML HOLDING N V | $8,742 | +24.9% | 16 | 0.0% | 0.00% | 0.0% | |
| CUZ | New | COUSINS PPTYS INC | $2,959 | – | 117 | +100.0% | 0.00% | – |
| TDG | Sell | TRANSDIGM GROUP INC | $3,778 | -5.6% | 6 | -25.0% | 0.00% | 0.0% |
| BLDR | BUILDERS FIRSTSOURCE INC | $7,915 | +13.1% | 122 | 0.0% | 0.00% | 0.0% | |
| BRKS | AZENTA INC | $6,695 | +33.9% | 115 | 0.0% | 0.00% | 0.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $7,296 | +21.6% | 49 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $3,174 | +5.8% | 54 | 0.0% | 0.00% | 0.0% | |
| JLL | Sell | JONES LANG LASALLE INC | $3,665 | -38.9% | 23 | -45.2% | 0.00% | 0.0% |
| USB | Buy | US BANCORP DEL | $6,192 | +519.2% | 142 | +195.8% | 0.00% | – |
| EWY | ISHARES INCmsci sth kor etf | $6,156 | +23.1% | 109 | 0.0% | 0.00% | 0.0% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $6,120 | +22.4% | 97 | 0.0% | 0.00% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $4,240 | +6.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $5,069 | -15.5% | 205 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $5,686 | +13.7% | 45 | 0.0% | 0.00% | 0.0% | |
| RBB FD INCus treas 3 mnth | $4,986 | -0.3% | 100 | 0.0% | 0.00% | 0.0% | ||
| INTU | INTUIT | $6,617 | +10.3% | 17 | 0.0% | 0.00% | 0.0% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $8,652 | -3.9% | 187 | -21.8% | 0.00% | -50.0% |
| FSLR | FIRST SOLAR INC | $2,996 | -0.1% | 20 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $4,031 | +34.4% | 2 | 0.0% | 0.00% | 0.0% | |
| CAG | Buy | CONAGRA BRANDS INC | $8,321 | +316.0% | 215 | +230.8% | 0.00% | – |
| LOPE | GRAND CANYON ED INC | $8,453 | +20.8% | 80 | 0.0% | 0.00% | 0.0% | |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $4,086 | – | 29 | +100.0% | 0.00% | – |
| UNM | UNUM GROUP | $4,924 | -1.5% | 120 | 0.0% | 0.00% | 0.0% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $5,607 | -6.6% | 46 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $3,127 | +4.2% | 599 | +34.0% | 0.00% | 0.0% |
| AOR | ISHARES TRgrwt allocat etf | $7,781 | +11.2% | 165 | 0.0% | 0.00% | 0.0% | |
| IQLT | Buy | ISHARES TRmsci intl qualty | $4,461 | +11.5% | 138 | +1.5% | 0.00% | 0.0% |
| ROKU | Sell | ROKU INC | $366 | -63.4% | 9 | -62.5% | 0.00% | – |
| ROP | ROPER TECHNOLOGIES INC | $432 | – | 1 | 0.0% | 0.00% | – | |
| DG | DOLLAR GEN CORP NEW | $739 | -26.1% | 3 | 0.0% | 0.00% | – | |
| RUSHA | RUSH ENTERPRISES INCcl a | $2,196 | +9.8% | 42 | 0.0% | 0.00% | – | |
| DOCU | DOCUSIGN INC | $2,771 | -7.6% | 50 | 0.0% | 0.00% | -100.0% | |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $1,962 | +96.2% | 7 | +16.7% | 0.00% | – |
| DDS | DILLARDS INCcl a | $2,909 | +45.4% | 9 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC | $2,646 | +32.3% | 22 | 0.0% | 0.00% | – | |
| DXLG | Sell | DESTINATION XL GROUP INC | $884 | -55.8% | 131 | -54.0% | 0.00% | – |
| DAL | DELTA AIR LINES INC DEL | $559 | – | 17 | 0.0% | 0.00% | – | |
| TPH | Exit | TRI POINTE HOMES INC | $0 | – | -28 | -100.0% | 0.00% | – |
| COKE | Exit | COCA COLA CONS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP | $1,996 | – | 5 | +100.0% | 0.00% | – |
| DVA | DAVITA INC | $149 | – | 2 | 0.0% | 0.00% | – | |
| DAR | Sell | DARLING INGREDIENTS INC | $376 | -81.2% | 6 | -78.6% | 0.00% | – |
| SJT | SAN JUAN BASIN RTY TRunit ben int | $400 | – | 35 | 0.0% | 0.00% | – | |
| DXC | New | DXC TECHNOLOGY CO | $1,537 | – | 58 | +100.0% | 0.00% | – |
| SANM | SANMINA CORPORATION | $2,234 | +11.7% | 39 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $2,351 | +17.6% | 20 | 0.0% | 0.00% | – | |
| SRPT | SAREPTA THERAPEUTICS INC | $1,944 | -2.8% | 15 | 0.0% | 0.00% | – | |
| DHI | D R HORTON INC | $178 | – | 2 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $1,263 | -36.8% | 12 | 0.0% | 0.00% | – | |
| CVLG | COVENANT LOGISTICS GROUP INCcl a | $2,005 | +0.2% | 58 | 0.0% | 0.00% | – | |
| CSGP | Sell | COSTAR GROUP INC | $232 | -88.4% | 3 | -88.5% | 0.00% | – |
| CORE SCIENTIFIC INC | $646 | -94.1% | 8,600 | 0.0% | 0.00% | -100.0% | ||
| CONSTELLATION ENERGY CORP | $1,379 | +37.9% | 16 | 0.0% | 0.00% | – | ||
| CEIX | CONSOL ENERGY INC NEW | $1,040 | +4.0% | 16 | 0.0% | 0.00% | – | |
| CMPS | COMPASS PATHWAYS PLCsponsored ads | $642 | -35.8% | 80 | 0.0% | 0.00% | – | |
| CL | COLGATE PALMOLIVE CO | $1,497 | +49.7% | 19 | 0.0% | 0.00% | – | |
| COIN | COINBASE GLOBAL INC | $637 | -36.3% | 18 | 0.0% | 0.00% | – | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $515 | -48.5% | 9 | 0.0% | 0.00% | – | |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $1,756 | -41.5% | 109 | -52.2% | 0.00% | -100.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $64 | – | 0 | +100.0% | 0.00% | – |
| CFG | Buy | CITIZENS FINL GROUP INC | $2,441 | +22.0% | 62 | +5.1% | 0.00% | – |
| SRE | Sell | SEMPRA | $773 | -87.1% | 5 | -86.1% | 0.00% | -100.0% |
| SCI | New | SERVICE CORP INTL | $1,728 | – | 25 | +100.0% | 0.00% | – |
| SHW | SHERWIN WILLIAMS CO | $712 | -28.8% | 3 | 0.0% | 0.00% | – | |
| SWAV | SHOCKWAVE MED INC | $1,234 | -38.3% | 6 | 0.0% | 0.00% | – | |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -6 | -100.0% | 0.00% | – |
| SLGN | SILGAN HOLDINGS INC | $207 | – | 4 | 0.0% | 0.00% | – | |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -23 | -100.0% | 0.00% | – |
| CINF | CINCINNATI FINL CORP | $205 | – | 2 | 0.0% | 0.00% | – | |
| SIX | SIX FLAGS ENTMT CORP NEW | $1,162 | +16.2% | 50 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $1,529 | +52.9% | 30 | 0.0% | 0.00% | – | |
| SNA | SNAP ON INC | $1,828 | -8.6% | 8 | 0.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INCcl a | $1,722 | -13.9% | 12 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,983 | +98.3% | 7 | 0.0% | 0.00% | – | |
| CHD | CHURCH & DWIGHT CO INC | $322 | – | 4 | 0.0% | 0.00% | – | |
| CHH | CHOICE HOTELS INTL INC | $225 | – | 2 | 0.0% | 0.00% | – | |
| SQ | BLOCK INCcl a | $1,886 | -5.7% | 30 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INCcl a | $2,929 | +46.4% | 79 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $612 | – | 20 | 0.0% | 0.00% | – | |
| STT | STATE STR CORP | $621 | – | 8 | 0.0% | 0.00% | – | |
| STLD | Buy | STEEL DYNAMICS INC | $2,149 | – | 22 | +266.7% | 0.00% | – |
| SRCL | STERICYCLE INC | $200 | – | 4 | 0.0% | 0.00% | – | |
| STOR | STORE CAP CORP | $289 | – | 9 | 0.0% | 0.00% | – | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $820 | -18.0% | 54 | 0.0% | 0.00% | – | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $1,525 | -23.8% | 7 | -22.2% | 0.00% | – |
| SXC | Sell | SUNCOKE ENERGY INC | $198 | -90.1% | 23 | -92.2% | 0.00% | – |
| RUN | SUNRUN INC | $168 | – | 7 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $1,312 | +31.2% | 27 | 0.0% | 0.00% | – | ||
| SNPS | Sell | SYNOPSYS INC | $2,874 | -28.2% | 9 | -25.0% | 0.00% | -100.0% |
| ADT | ADT INC DEL | $227 | – | 25 | 0.0% | 0.00% | – | |
| CNTY | CENTURY CASINOS INC | $703 | -29.7% | 100 | 0.0% | 0.00% | – | |
| CNP | Sell | CENTERPOINT ENERGY INC | $480 | -76.0% | 16 | -78.4% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $521 | -47.9% | 5 | 0.0% | 0.00% | – | |
| CVNA | CARVANA COcl a | $33 | – | 7 | 0.0% | 0.00% | – | |
| CAH | Sell | CARDINAL HEALTH INC | $2,075 | -30.8% | 27 | -34.1% | 0.00% | -100.0% |
| CGC | CANOPY GROWTH CORP | $159 | – | 69 | 0.0% | 0.00% | – | |
| TFX | Buy | TELEFLEX INCORPORATED | $2,247 | – | 9 | +350.0% | 0.00% | – |
| TEF | TELEFONICA S Asponsored adr | $464 | – | 130 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $524 | – | 6 | 0.0% | 0.00% | – | |
| CRC | Sell | CALIFORNIA RES CORP | $435 | -56.5% | 10 | -74.4% | 0.00% | – |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,747 | +74.7% | 42 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,410 | +20.5% | 15 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $2,654 | -11.5% | 108 | 0.0% | 0.00% | -100.0% | |
| CVS | Sell | CVS HEALTH CORP | $1,864 | -62.7% | 20 | -66.1% | 0.00% | -100.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,753 | -54.1% | 5 | -50.0% | 0.00% | -100.0% |
| THO | THOR INDS INC | $755 | -24.5% | 10 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $183 | – | 2 | 0.0% | 0.00% | – | |
| TMST | New | TIMKENSTEEL CORPORATION | $1,708 | – | 94 | +100.0% | 0.00% | – |
| TOAST INCcl a | $1,677 | -16.2% | 93 | 0.0% | 0.00% | – | ||
| TOL | New | TOLL BROTHERS INC | $2,246 | – | 45 | +100.0% | 0.00% | – |
| BLD | TOPBUILD CORP | $156 | – | 1 | 0.0% | 0.00% | – | |
| CBRE | CBRE GROUP INCcl a | $308 | – | 4 | 0.0% | 0.00% | – | |
| TFC | Sell | TRUIST FINL CORP | $947 | -88.2% | 22 | -87.4% | 0.00% | -100.0% |
| BRX | Sell | BRIXMOR PPTY GROUP INC | $340 | -88.7% | 15 | -92.3% | 0.00% | -100.0% |
| ULTA | ULTA BEAUTY INC | $2,345 | +17.2% | 5 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $102 | – | 10 | 0.0% | 0.00% | – | |
| BXP | New | BOSTON PROPERTIES INC | $1,419 | – | 21 | +100.0% | 0.00% | – |
| URI | Sell | UNITED RENTALS INC | $2,843 | -76.3% | 8 | -82.2% | 0.00% | -100.0% |
| BCC | New | BOISE CASCADE CO DEL | $1,991 | – | 29 | +100.0% | 0.00% | – |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $2,122 | +6.1% | 112 | 0.0% | 0.00% | – | |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -34 | -100.0% | 0.00% | – |
| BXC | BLUELINX HLDGS INC | $1,564 | +56.4% | 22 | 0.0% | 0.00% | – | |
| CII | BLACKROCK ENHANCD CAP & INM | $1,079 | +7.9% | 63 | 0.0% | 0.00% | – | |
| BIIB | BIOGEN INC | $2,769 | -7.7% | 10 | 0.0% | 0.00% | -100.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,367 | +36.7% | 9 | 0.0% | 0.00% | – | |
| BILL | Sell | BILL COM HLDGS INC | $763 | -61.8% | 7 | -58.8% | 0.00% | – |
| BDX | BECTON DICKINSON & CO | $509 | – | 2 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES COMPANYcl a | $472 | – | 16 | 0.0% | 0.00% | – | |
| AXSM | AXSOME THERAPEUTICS INC | $1,234 | +23.4% | 16 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,056 | +2.8% | 20 | 0.0% | 0.00% | – | |
| AXON | Buy | AXON ENTERPRISE INC | $2,157 | – | 13 | +333.3% | 0.00% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $1,597 | -20.2% | 5 | 0.0% | 0.00% | – | |
| AN | AUTONATION INC | $215 | – | 2 | 0.0% | 0.00% | – | |
| VEEV | VEEVA SYS INC | $161 | – | 1 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $77 | – | 83 | 0.0% | 0.00% | – | |
| ASB | ASSOCIATED BANC CORP | $1,916 | -4.2% | 83 | 0.0% | 0.00% | – | |
| ARW | ARROW ELECTRS INC | $627 | -37.3% | 6 | 0.0% | 0.00% | – | |
| ANET | New | ARISTA NETWORKS INC | $1,578 | – | 13 | +100.0% | 0.00% | – |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $1,916 | -4.2% | 28 | +7.7% | 0.00% | – |
| New | VERISIGN INC | $205 | – | 1 | +100.0% | 0.00% | – | |
| ARMK | New | ARAMARK | $1,860 | – | 45 | +100.0% | 0.00% | – |
| VRTV | VERITIV CORP | $1,947 | -2.6% | 16 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $158 | – | 15 | 0.0% | 0.00% | – | |
| VIACA | PARAMOUNT GLOBAL | $118 | – | 6 | 0.0% | 0.00% | – | |
| VTRS | Buy | VIATRIS INC | $2,281 | – | 205 | +345.7% | 0.00% | – |
| ANNALY CAPITAL MANAGEMENT IN | $970 | -3.0% | 46 | 0.0% | 0.00% | – | ||
| AMKR | Buy | AMKOR TECHNOLOGY INC | $2,494 | – | 104 | +642.9% | 0.00% | – |
| VST | Sell | VISTRA CORP | $162 | -91.9% | 7 | -91.8% | 0.00% | – |
| VNT | VONTIER CORPORATION | $135 | – | 7 | 0.0% | 0.00% | – | |
| VMC | VULCAN MATLS CO | $1,401 | +40.1% | 8 | 0.0% | 0.00% | – | |
| WPC | WP CAREY INC | $156 | – | 2 | 0.0% | 0.00% | – | |
| WEC | WEC ENERGY GROUP INC | $469 | – | 5 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $2,894 | -3.5% | 29 | 0.0% | 0.00% | -100.0% | |
| AFG | New | AMERICAN FINL GROUP INC OHIO | $1,922 | – | 14 | +100.0% | 0.00% | – |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $801 | -92.7% | 63 | -93.3% | 0.00% | -100.0% |
| WM | WASTE MGMT INC DEL | $628 | -37.2% | 4 | 0.0% | 0.00% | – | |
| WAT | WATERS CORP | $343 | – | 1 | 0.0% | 0.00% | – | |
| AMBC | AMBAC FINL GROUP INC | $628 | – | 36 | 0.0% | 0.00% | – | |
| WBS | New | WEBSTER FINL CORP | $1,610 | – | 34 | +100.0% | 0.00% | – |
| WELL | Sell | WELLTOWER INC | $262 | -91.3% | 4 | -91.5% | 0.00% | -100.0% |
| ATUS | ALTICE USA INCcl a | $78 | – | 17 | 0.0% | 0.00% | – | |
| WU | New | WESTERN UN CO | $1,460 | – | 106 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $1,723 | – | 49 | +100.0% | 0.00% | – |
| AMR | New | ALPHA METALLURGICAL RESOUR I | $1,464 | – | 10 | +100.0% | 0.00% | – |
| ALGN | ALIGN TECHNOLOGY INC | $211 | – | 1 | 0.0% | 0.00% | – | |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $2,033 | – | 45 | +800.0% | 0.00% | – |
| WTFC | WINTRUST FINL CORP | $169 | – | 2 | 0.0% | 0.00% | – | |
| WOLFSPEED INC | $1,588 | -20.6% | 23 | 0.0% | 0.00% | – | ||
| ALB | ALBEMARLE CORP | $2,602 | -13.3% | 12 | 0.0% | 0.00% | -100.0% | |
| AGI | ALAMOS GOLD INC NEW | $131 | – | 13 | 0.0% | 0.00% | – | |
| YUM | YUM BRANDS INC | $1,281 | +28.1% | 10 | 0.0% | 0.00% | – | |
| YUMC | YUM CHINA HLDGS INC | $383 | – | 7 | 0.0% | 0.00% | – | |
| ZS | ZSCALER INC | $1,678 | -16.1% | 15 | 0.0% | 0.00% | – | |
| ALLE | Sell | ALLEGION PLC | $421 | – | 4 | -50.0% | 0.00% | – |
| AON | AON PLC | $900 | -10.0% | 3 | 0.0% | 0.00% | – | |
| ACGL | New | ARCH CAP GROUP LTDord | $2,197 | – | 35 | +100.0% | 0.00% | – |
| AXTA | AXALTA COATING SYS LTD | $306 | – | 12 | 0.0% | 0.00% | – | |
| New | BIOHAVEN LTD | $1,568 | – | 113 | +100.0% | 0.00% | – | |
| ELS | Exit | EQUITY LIFESTYLE PPTYS INC | $0 | – | -33 | -100.0% | 0.00% | – |
| JHG | JANUS HENDERSON GROUP PLC | $165 | – | 7 | 0.0% | 0.00% | – | |
| IVZ | INVESCO LTD | $252 | – | 14 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC | $2,026 | +1.3% | 24 | 0.0% | 0.00% | – | |
| LBTYK | New | LIBERTY GLOBAL PLC | $2,001 | – | 103 | +100.0% | 0.00% | – |
| AEG | AEGON N V | $40 | – | 8 | 0.0% | 0.00% | – | |
| WMS | ADVANCED DRAIN SYS INC DEL | $164 | – | 2 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $308 | – | 8 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $304 | – | 8 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $612 | -38.8% | 8 | 0.0% | 0.00% | – | |
| SBGI | Exit | SINCLAIR BROADCAST GROUP INCcl a | $0 | – | -87 | -100.0% | 0.00% | – |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $2,439 | -39.0% | 60 | 0.0% | 0.00% | -100.0% | |
| AMN | AMN HEALTHCARE SVCS INC | $1,645 | -17.8% | 16 | 0.0% | 0.00% | – | |
| KFRC | Exit | KFORCE INC | $0 | – | -4 | -100.0% | 0.00% | – |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,242 | +12.1% | 27 | 0.0% | 0.00% | – | |
| NXPI | NXP SEMICONDUCTORS N V | $632 | -36.8% | 4 | 0.0% | 0.00% | – | |
| CPA | New | COPA HOLDINGS SAcl a | $1,913 | – | 23 | +100.0% | 0.00% | – |
| CENNTRO ELECTRIC GROUP LIMIT | $0 | – | 1 | 0.0% | 0.00% | – | ||
| RCL | ROYAL CARIBBEAN GROUP | $1,236 | +23.6% | 25 | 0.0% | 0.00% | – | |
| DHT | DHT HOLDINGS INC | $2,646 | +32.3% | 298 | 0.0% | 0.00% | – | |
| TNET | Exit | TRINET GROUP INC | $0 | – | -21 | -100.0% | 0.00% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -7 | -100.0% | 0.00% | – |
| LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -3 | -100.0% | 0.00% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -41 | -100.0% | 0.00% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| REX | Exit | REX AMERICAN RES CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -7 | -100.0% | 0.00% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -13 | -100.0% | 0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| CUBE | Exit | CUBESMART | $0 | – | -38 | -100.0% | 0.00% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -15 | -100.0% | 0.00% | – |
| ABM | Exit | ABM INDS INC | $0 | – | -43 | -100.0% | 0.00% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -1 | -100.0% | 0.00% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -15 | -100.0% | 0.00% | – |
| ICLR | Exit | ICON PLC | $0 | – | -4 | -100.0% | 0.00% | – |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $189 | – | 2 | 0.0% | 0.00% | – | |
| IDXX | Buy | IDEXX LABS INC | $2,448 | – | 6 | +500.0% | 0.00% | – |
| IEX | IDEX CORP | $685 | -31.5% | 3 | 0.0% | 0.00% | – | |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $1,687 | – | 26 | +100.0% | 0.00% | – |
| ITT | ITT INC | $406 | – | 5 | 0.0% | 0.00% | – | |
| IAA | IAA INC | $200 | – | 5 | 0.0% | 0.00% | – | |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $1,683 | – | 43 | +100.0% | 0.00% | – |
| IDT | IDT CORPcl b new | $28 | – | 1 | 0.0% | 0.00% | – | |
| FSP | Exit | FRANKLIN STR PPTYS CORP | $0 | – | -245 | -100.0% | 0.00% | – |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $2,183 | – | 75 | +100.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $2,601 | +30.0% | 66 | 0.0% | 0.00% | – | |
| LPX | New | LOUISIANA PAC CORP | $1,658 | – | 28 | +100.0% | 0.00% | – |
| MATX | Exit | MATSON INC | $0 | – | -8 | -100.0% | 0.00% | – |
| LULU | LULULEMON ATHLETICA INC | $2,243 | +12.2% | 7 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $261 | – | 5 | 0.0% | 0.00% | – | |
| MTB | M & T BK CORP | $2,176 | -27.5% | 15 | 0.0% | 0.00% | -100.0% | |
| MTG | New | MGIC INVT CORP WIS | $2,106 | – | 162 | +100.0% | 0.00% | – |
| HRL | HORMEL FOODS CORP | $182 | – | 4 | 0.0% | 0.00% | – | |
| MKSI | MKS INSTRS INC | $508 | – | 6 | 0.0% | 0.00% | – | |
| MSCI | Buy | MSCI INC | $2,791 | – | 6 | +500.0% | 0.00% | – |
| M | New | MACYS INC | $1,611 | – | 78 | +100.0% | 0.00% | – |
| UNIT | Exit | UNITI GROUP INC | $0 | – | -195 | -100.0% | 0.00% | – |
| HIW | New | HIGHWOODS PPTYS INC | $1,819 | – | 65 | +100.0% | 0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $1,158 | +15.8% | 7 | 0.0% | 0.00% | – | |
| HES | HESS CORP | $567 | – | 4 | 0.0% | 0.00% | – | |
| HSY | Sell | HERSHEY CO | $695 | -82.6% | 3 | -82.4% | 0.00% | -100.0% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $1,519 | -24.0% | 41 | -16.3% | 0.00% | – |
| HSII | New | HEIDRICK & STRUGGLES INTL IN | $2,126 | – | 76 | +100.0% | 0.00% | – |
| HAFC | HANMI FINL CORP | $2,772 | -7.6% | 112 | 0.0% | 0.00% | -100.0% | |
| MKC | MCCORMICK & CO INC | $249 | – | 3 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC | $305 | – | 48 | 0.0% | 0.00% | – | |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -45 | -100.0% | 0.00% | – |
| MEDP | MEDPACE HLDGS INC | $212 | – | 1 | 0.0% | 0.00% | – | |
| HPQ | Sell | HP INC | $1,209 | -59.7% | 45 | -64.8% | 0.00% | -100.0% |
| GEF | GREIF INCcl a | $1,744 | -12.8% | 26 | 0.0% | 0.00% | – | |
| GPK | GRAPHIC PACKAGING HLDG CO | $222 | – | 10 | 0.0% | 0.00% | – | |
| GWW | GRAINGER W W INC | $556 | – | 1 | 0.0% | 0.00% | – | |
| MU | Sell | MICRON TECHNOLOGY INC | $2,699 | -32.5% | 54 | -21.7% | 0.00% | -100.0% |
| EAF | GRAFTECH INTL LTD | $10 | – | 2 | 0.0% | 0.00% | – | |
| GDDY | GODADDY INCcl a | $1,870 | -6.5% | 25 | 0.0% | 0.00% | – | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $82 | – | 4 | 0.0% | 0.00% | – | |
| MNST | MONSTER BEVERAGE CORP NEW | $609 | -39.1% | 6 | 0.0% | 0.00% | – | |
| MCO | MOODYS CORP | $557 | – | 2 | 0.0% | 0.00% | – | |
| GPN | Sell | GLOBAL PMTS INC | $298 | -85.1% | 3 | -84.2% | 0.00% | – |
| MOS | Sell | MOSAIC CO NEW | $2,896 | -51.7% | 66 | -50.4% | 0.00% | -100.0% |
| MOV | Sell | MOVADO GROUP INC | $1,419 | -52.7% | 44 | -58.1% | 0.00% | -100.0% |
| COOP | Sell | MR COOPER GROUP INC | $2,649 | -33.8% | 66 | -32.0% | 0.00% | -100.0% |
| MUSA | Sell | MURPHY USA INC | $280 | -86.0% | 1 | -85.7% | 0.00% | – |
| NRG | New | NRG ENERGY INC | $1,241 | – | 39 | +100.0% | 0.00% | – |
| NOV | NOV INC | $397 | – | 19 | 0.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP | $184 | – | 5 | 0.0% | 0.00% | – | |
| NHTC | NATURAL HEALTH TRENDS CORP | $510 | -49.0% | 150 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INC | $240 | – | 4 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $152 | – | 20 | 0.0% | 0.00% | – | |
| NRZ | Sell | RITHM CAPITAL CORP | $1,740 | -13.0% | 213 | -11.2% | 0.00% | – |
| GLPI | GAMING & LEISURE PPTYS INC | $2,709 | +35.4% | 52 | 0.0% | 0.00% | – | |
| AJG | GALLAGHER ARTHUR J & CO | $566 | -43.4% | 3 | 0.0% | 0.00% | – | |
| NI | NISOURCE INC | $356 | – | 13 | 0.0% | 0.00% | – | |
| FOXF | FOX FACTORY HLDG CORP | $182 | – | 2 | 0.0% | 0.00% | – | |
| NSC | NORFOLK SOUTHN CORP | $739 | -26.1% | 3 | 0.0% | 0.00% | – | |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $438 | – | 35 | 0.0% | 0.00% | – | |
| New | FORTINET INC | $1,956 | – | 40 | +100.0% | 0.00% | – | |
| New | FORTINET INC | $244 | – | 5 | +100.0% | 0.00% | – | |
| FIVN | FIVE9 INC | $136 | – | 2 | 0.0% | 0.00% | – | |
| FISV | Buy | FISERV INC | $2,426 | +142.6% | 24 | +200.0% | 0.00% | – |
| ORLY | OREILLY AUTOMOTIVE INC | $844 | -15.6% | 1 | 0.0% | 0.00% | – | |
| OAS | New | CHORD ENERGY CORPORATION | $410 | – | 3 | +100.0% | 0.00% | – |
| FHN | FIRST HORIZON CORPORATION | $1,813 | -9.4% | 74 | 0.0% | 0.00% | – | |
| OPI | New | OFFICE PPTYS INCOME TR | $2,029 | – | 152 | +100.0% | 0.00% | – |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $1,517 | -24.2% | 2 | 0.0% | 0.00% | – | |
| OMF | ONEMAIN HLDGS INC | $33 | – | 1 | 0.0% | 0.00% | – | |
| OPK | OPKO HEALTH INC | $1 | – | 1 | 0.0% | 0.00% | – | |
| FITB | New | FIFTH THIRD BANCORP | $2,165 | – | 66 | +100.0% | 0.00% | – |
| OPCH | OPTION CARE HEALTH INC | $150 | – | 5 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $1,452 | +45.2% | 52 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $26 | – | 3 | 0.0% | 0.00% | – | ||
| FIS | FIDELITY NATL INFORMATION SV | $475 | -52.5% | 7 | 0.0% | 0.00% | – | |
| OXM | New | OXFORD INDS INC | $1,957 | – | 21 | +100.0% | 0.00% | – |
| FFIV | New | F5 INC | $1,579 | – | 11 | +100.0% | 0.00% | – |
| PPL | Buy | PPL CORP | $2,600 | – | 89 | +368.4% | 0.00% | – |
| PTC | Buy | PTC INC | $2,161 | +116.1% | 18 | +100.0% | 0.00% | – |
| PCAR | PACCAR INC | $792 | -20.8% | 8 | 0.0% | 0.00% | – | |
| FICO | FAIR ISAAC CORP | $2,394 | +19.7% | 4 | 0.0% | 0.00% | – | |
| TGNA | Exit | TEGNA INC | $0 | – | -94 | -100.0% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $384 | – | 3 | 0.0% | 0.00% | – | |
| FDS | FACTSET RESH SYS INC | $2,006 | +0.3% | 5 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $64 | – | 10 | 0.0% | 0.00% | – | |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,093 | +4.6% | 15 | +25.0% | 0.00% | – |
| ES | EVERSOURCE ENERGY | $587 | -41.3% | 7 | 0.0% | 0.00% | – | |
| PRTY | PARTY CITY HOLDCO INC | $8 | – | 21 | 0.0% | 0.00% | – | |
| EVR | Sell | EVERCORE INCclass a | $654 | -78.2% | 6 | -83.8% | 0.00% | -100.0% |
| PAYC | PAYCOM SOFTWARE INC | $310 | – | 1 | 0.0% | 0.00% | – | |
| New | EQUITABLE HLDGS INC | $316 | – | 11 | +100.0% | 0.00% | – | |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -64 | -100.0% | 0.00% | – |
| PAG | PENSKE AUTOMOTIVE GRP INC | $230 | – | 2 | 0.0% | 0.00% | – | |
| EQIX | Sell | EQUINIX INC | $655 | -83.6% | 1 | -83.3% | 0.00% | -100.0% |
| EPAM | EPAM SYS INC | $328 | – | 1 | 0.0% | 0.00% | – | |
| EVC | ENTRAVISION COMMUNICATIONS Ccl a | $1,800 | +80.0% | 375 | 0.0% | 0.00% | – | |
| ESRT | Buy | EMPIRE ST RLTY TR INCcl a | $2,642 | +32.1% | 392 | +32.4% | 0.00% | – |
| EME | EMCOR GROUP INC | $2,666 | +33.3% | 18 | 0.0% | 0.00% | – | |
| BMBL | Exit | BUMBLE INC | $0 | – | -20 | -100.0% | 0.00% | – |
| PDM | Buy | PIEDMONT OFFICE REALTY TR IN | $1,889 | – | 206 | +930.0% | 0.00% | – |
| ELVT | ELEVATE CREDIT INC | $35 | – | 20 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $2,744 | -8.5% | 113 | 0.0% | 0.00% | -100.0% | |
| New | EDWARDS LIFESCIENCES CORP | $522 | – | 7 | +100.0% | 0.00% | – | |
| PLUG | Sell | PLUG POWER INC | $1,274 | -68.2% | 103 | -36.4% | 0.00% | -100.0% |
| EDIT | EDITAS MEDICINE INC | $843 | -15.7% | 95 | 0.0% | 0.00% | – | |
| PORTILLOS INC | $98 | – | 6 | 0.0% | 0.00% | – | ||
| Exit | LUCID GROUP INC | $0 | – | -30 | -100.0% | 0.00% | – | |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $1,144 | -77.1% | 26 | -77.8% | 0.00% | -100.0% |
| ECL | ECOLAB INC | $728 | -27.2% | 5 | 0.0% | 0.00% | – | |
| SATS | Sell | ECHOSTAR CORPcl a | $817 | -59.2% | 49 | -53.3% | 0.00% | – |
| PGR | PROGRESSIVE CORP | $1,038 | +3.8% | 8 | 0.0% | 0.00% | – | |
| EBAY | Sell | EBAY INC. | $456 | – | 11 | -38.9% | 0.00% | – |
| AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -56 | -100.0% | 0.00% | – |
| EMN | EASTMAN CHEM CO | $407 | – | 5 | 0.0% | 0.00% | – | |
| PSA | Sell | PUBLIC STORAGE | $560 | -81.3% | 2 | -77.8% | 0.00% | -100.0% |
| QRVO | Sell | QORVO INC | $453 | -77.4% | 5 | -80.8% | 0.00% | – |
| EWBC | Sell | EAST WEST BANCORP INC | $923 | -53.8% | 14 | -53.3% | 0.00% | – |
| New | QUANTA SVCS INC | $285 | – | 2 | +100.0% | 0.00% | – | |
| RH | RH | $267 | – | 1 | 0.0% | 0.00% | – | |
| GERM | ETF MANAGERS TRtreatments tstng | $2,552 | +27.6% | 114 | 0.0% | 0.00% | – | |
| RDN | New | RADIAN GROUP INC | $2,403 | – | 126 | +100.0% | 0.00% | – |
| RL | RALPH LAUREN CORPcl a | $211 | – | 2 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $149 | – | 35 | 0.0% | 0.00% | – | |
| DD | Sell | DUPONT DE NEMOURS INC | $618 | – | 9 | -35.7% | 0.00% | – |
| DRAFTKINGS INC NEW | $1,036 | +3.6% | 91 | 0.0% | 0.00% | – | ||
| REG | REGENCY CTRS CORP | $2,188 | +9.4% | 35 | 0.0% | 0.00% | – | |
| RGA | New | REINSURANCE GRP OF AMERICA I | $1,847 | – | 13 | +100.0% | 0.00% | – |
| RS | RELIANCE STEEL & ALUMINUM CO | $1,620 | +62.0% | 8 | 0.0% | 0.00% | – | |
| RMD | Buy | RESMED INC | $2,289 | – | 11 | +450.0% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $543 | -45.7% | 33 | 0.0% | 0.00% | – | |
| D | DOMINION ENERGY INC | $491 | -50.9% | 8 | 0.0% | 0.00% | – | |
| REXR | Sell | REXFORD INDL RLTY INC | $164 | -91.8% | 3 | -90.9% | 0.00% | – |
| RBA | Sell | RITCHIE BROS AUCTIONEERS | $2,429 | -84.8% | 42 | -83.7% | 0.00% | -100.0% |
| RIVIAN AUTOMOTIVE INC | $111 | – | 6 | 0.0% | 0.00% | – | ||
| New | ROBINHOOD MKTS INC | $554 | – | 68 | +100.0% | 0.00% | – | |
| RBLX | ROBLOX CORPcl a | $57 | – | 2 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $283 | – | 2 | 0.0% | 0.00% | – | |
| FTNT | Exit | FORTINET INC | $0 | – | -5 | -100.0% | 0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -54 | -100.0% | 0.00% | – |
| LEA | Exit | LEAR CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| IBCP | Exit | INDEPENDENT BK CORP MICH | $0 | – | -16 | -100.0% | 0.00% | – |
| Exit | XPERI INC | $0 | – | -147 | -100.0% | 0.00% | – | |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -11 | -100.0% | 0.00% | – |
| XRX | Exit | XEROX HOLDINGS CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -8 | -100.0% | 0.00% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| AR | Exit | ANTERO RESOURCES CORP | $0 | – | -16 | -100.0% | 0.00% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -11 | -100.0% | 0.00% | – |
| PTSI | Exit | P A M TRANSN SVCS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| TMX | Exit | TERMINIX GLOBAL HOLDINGS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| EFAV | ISHARES TRmsci eafe min vl | $2,861 | -4.6% | 45 | 0.0% | 0.00% | -100.0% | |
| IRBO | ISHARES TRrobotics artif | $2,553 | +27.6% | 100 | 0.0% | 0.00% | – | |
| IQV | Buy | IQVIA HLDGS INC | $2,664 | – | 13 | +550.0% | 0.00% | – |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $1,118 | +11.8% | 100 | 0.0% | 0.00% | – | |
| JEF | JEFFERIES FINL GROUP INC | $2,023 | +1.2% | 59 | 0.0% | 0.00% | – | |
| AA | Exit | ALCOA CORP | $0 | – | -35 | -100.0% | 0.00% | – |
| K | KELLOGG CO | $214 | – | 3 | 0.0% | 0.00% | – | |
| KEY | New | KEYCORP | $2,909 | – | 167 | +100.0% | 0.00% | – |
| KRC | New | KILROY RLTY CORP | $1,934 | – | 50 | +100.0% | 0.00% | – |
| KIM | Sell | KIMCO RLTY CORP | $2,648 | -33.8% | 125 | -44.2% | 0.00% | -100.0% |
| INVA | Sell | INNOVIVA INC | $1,113 | -44.4% | 84 | -56.9% | 0.00% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -51 | -100.0% | 0.00% | – |
| KR | KROGER CO | $1,337 | +33.7% | 30 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $2,346 | +17.3% | 211 | 0.0% | 0.00% | – | ||
| LPLA | LPL FINL HLDGS INC | $2,810 | -6.3% | 13 | 0.0% | 0.00% | -100.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $625 | -37.5% | 3 | 0.0% | 0.00% | – | |
| NSP | INSPERITY INC | $227 | – | 2 | 0.0% | 0.00% | – | |
| HOPE | Exit | HOPE BANCORP INC | $0 | – | -188 | -100.0% | 0.00% | – |
| NVR | Exit | NVR INC | $0 | – | -1 | -100.0% | -0.00% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -7 | -100.0% | -0.00% | – |
| ZIM | Exit | ZIM INTEGRATED SHIPPING SERV | $0 | – | -150 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -100 | -100.0% | -0.00% | – |
| EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -151 | -100.0% | -0.00% | – |
| BPOP | Exit | POPULAR INC | $0 | – | -99 | -100.0% | -0.00% | – |
| BNS | Exit | BANK NOVA SCOTIA HALIFAX | $0 | – | -100 | -100.0% | -0.00% | – |
| FOXA | Exit | FOX CORP | $0 | – | -88 | -100.0% | -0.00% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -49 | -100.0% | -0.00% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | CRESCENT ENERGY COMPANY | $0 | – | -800 | -100.0% | -0.00% | – | |
| JLS | Exit | NUVEEN MORTGAGE AND INCOME F | $0 | – | -1,000 | -100.0% | -0.00% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -207 | -100.0% | -0.00% | – |
| IT | Exit | GARTNER INC | $0 | – | -65 | -100.0% | -0.00% | – |
| FOR | Exit | FORESTAR GROUP INC | $0 | – | -1,500 | -100.0% | -0.00% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,428 | -100.0% | -0.01% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -667 | -100.0% | -0.01% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -387 | -100.0% | -0.01% | – |
| TGT | Exit | TARGET CORP | $0 | – | -570 | -100.0% | -0.02% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -1,255 | -100.0% | -0.02% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -6,188 | -100.0% | -0.04% | – | |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -10,183 | -100.0% | -0.05% | – |
| IBDU | Exit | ISHARES TRibonds dec 29 | $0 | – | -14,550 | -100.0% | -0.06% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -3,612 | -100.0% | -0.07% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -46,291 | -100.0% | -0.07% | – |
| IBDR | Exit | ISHARES TRibonds dec2026 | $0 | – | -27,866 | -100.0% | -0.12% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -26,920 | -100.0% | -0.12% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -41,821 | -100.0% | -0.19% | – |
| IBMO | Exit | ISHARES TRibonds dec 26 | $0 | – | -51,300 | -100.0% | -0.24% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -17,851 | -100.0% | -0.89% | – |
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 2023-02-09
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.