$1.36 Billion is the total value of J.W. COLE ADVISORS, INC.'s 734 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $88,572,354 | -11.0% | 517,332 | +0.8% | 6.53% | -7.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $41,118,514 | -1.2% | 96,188 | +2.4% | 3.03% | +2.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $33,115,841 | -1.7% | 92,433 | +1.3% | 2.44% | +1.6% |
| MSFT | Sell | MICROSOFT CORP | $27,284,752 | -8.4% | 86,413 | -1.2% | 2.01% | -5.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $23,114,406 | +5.0% | 466,675 | +9.2% | 1.70% | +8.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $21,187,487 | -1.3% | 49,339 | +2.5% | 1.56% | +2.1% |
| AMZN | Sell | AMAZON COM INC | $19,134,452 | -3.5% | 150,523 | -1.0% | 1.41% | -0.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $18,293,820 | +17.4% | 341,558 | +21.3% | 1.35% | +21.4% |
| Buy | WISDOMTREE TRfloatng rat trea | $16,735,973 | +25.6% | 332,591 | +25.6% | 1.23% | +29.9% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $15,707,610 | +0.8% | 229,576 | +3.8% | 1.16% | +4.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $14,091,626 | +2.9% | 40,227 | +0.1% | 1.04% | +6.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $13,495,328 | -2.4% | 82,324 | +3.5% | 1.00% | +1.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $13,392,581 | +5.4% | 49,181 | +9.5% | 0.99% | +8.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $13,336,326 | -4.4% | 85,830 | -0.1% | 0.98% | -1.1% |
| NVDA | Buy | NVIDIA CORPORATION | $12,580,199 | +15.7% | 28,921 | +12.6% | 0.93% | +19.6% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $11,982,149 | -4.6% | 61,453 | +0.5% | 0.88% | -1.3% |
| XOM | Buy | EXXON MOBIL CORP | $11,705,615 | +10.3% | 99,554 | +0.6% | 0.86% | +14.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $11,403,386 | -6.5% | 260,828 | -1.2% | 0.84% | -3.2% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $10,952,142 | +20.4% | 221,569 | +16.6% | 0.81% | +24.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $10,856,676 | -12.8% | 69,652 | +0.3% | 0.80% | -9.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $10,699,408 | +16.1% | 50,371 | +20.4% | 0.79% | +20.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $10,649,227 | +11.2% | 80,768 | +2.1% | 0.78% | +15.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $10,320,972 | -3.9% | 67,089 | +0.7% | 0.76% | -0.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $9,971,800 | -1.2% | 77,457 | +1.9% | 0.74% | +2.2% |
| TSLA | Sell | TESLA INC | $9,958,390 | -11.8% | 39,799 | -7.7% | 0.73% | -8.8% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $9,469,550 | -3.9% | 66,068 | -0.2% | 0.70% | -0.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $9,116,235 | -2.2% | 66,093 | +0.7% | 0.67% | +1.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $8,628,675 | -6.9% | 125,399 | +0.4% | 0.64% | -3.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,500,244 | -12.2% | 54,576 | -6.7% | 0.63% | -9.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $8,452,771 | +34.0% | 64,594 | +22.6% | 0.62% | +38.4% |
| FB | Sell | META PLATFORMS INCcl a | $7,969,798 | -4.4% | 26,547 | -8.7% | 0.59% | -1.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,885,719 | -5.3% | 44,618 | +0.3% | 0.58% | -2.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $7,395,480 | +6.7% | 147,379 | +6.6% | 0.54% | +10.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,373,461 | -1.3% | 35,408 | +4.3% | 0.54% | +2.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $6,997,268 | +0.8% | 16,865 | +7.4% | 0.52% | +4.2% |
| VOO | Buy | VANGUARD INDEX FDS | $6,974,045 | +2.7% | 17,759 | +6.5% | 0.51% | +6.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $6,948,278 | +0.7% | 100,817 | +5.9% | 0.51% | +4.1% |
| ICSH | Buy | ISHARES TRblackrock ultra | $6,756,436 | +1.2% | 134,110 | +1.0% | 0.50% | +4.6% |
| LGH | Sell | NORTHERN LTS FD TR IIIhcm defen 500 | $6,760,922 | -6.8% | 180,918 | -1.8% | 0.50% | -3.7% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $6,663,771 | -1.8% | 38,626 | +3.5% | 0.49% | +1.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,158,531 | +18.7% | 65,488 | +23.6% | 0.45% | +22.7% |
| SHV | Buy | ISHARES TRshort treas bd | $5,940,271 | +6.9% | 53,773 | +6.9% | 0.44% | +10.6% |
| CVX | Buy | CHEVRON CORP NEW | $5,919,005 | +21.5% | 35,103 | +13.4% | 0.44% | +25.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,901,589 | -3.4% | 23,668 | +1.3% | 0.44% | -0.2% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $5,800,791 | -3.7% | 63,501 | +1.9% | 0.43% | -0.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,799,198 | -3.5% | 39,759 | +0.4% | 0.43% | -0.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $5,615,598 | -2.9% | 77,585 | -0.2% | 0.41% | +0.5% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $5,557,066 | +10.8% | 142,892 | +17.0% | 0.41% | +14.8% |
| HD | Buy | HOME DEPOT INC | $5,448,608 | +13.7% | 18,032 | +16.9% | 0.40% | +17.5% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $5,438,270 | +4.7% | 324,286 | +10.8% | 0.40% | +8.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,425,164 | -11.6% | 167,392 | +1.4% | 0.40% | -8.5% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $5,418,931 | -5.7% | 53,452 | -0.2% | 0.40% | -2.7% |
| BA | Sell | BOEING CO | $5,278,227 | -9.7% | 27,537 | -0.6% | 0.39% | -6.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,208,088 | -1.4% | 68,835 | +8.9% | 0.38% | +1.9% |
| GCOW | Buy | PACER FDS TRglobl cash etf | $5,118,529 | +14.0% | 157,300 | +16.1% | 0.38% | +17.8% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $5,106,662 | -5.6% | 57,670 | +0.5% | 0.38% | -2.3% |
| LLY | Sell | ELI LILLY & CO | $5,084,421 | +8.9% | 9,466 | -4.9% | 0.38% | +12.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,072,967 | +1.7% | 34,981 | +2.0% | 0.37% | +5.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,922,235 | -3.5% | 18,505 | -0.2% | 0.36% | -0.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $4,890,456 | +3.8% | 54,104 | -6.8% | 0.36% | +7.1% |
| MCHI | Sell | ISHARES TRmsci china etf | $4,883,072 | -8.4% | 112,799 | -5.3% | 0.36% | -5.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,696,887 | -4.5% | 119,788 | -0.9% | 0.35% | -1.4% |
| WMT | Buy | WALMART INC | $4,674,362 | +17.3% | 29,228 | +15.2% | 0.34% | +21.5% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $4,672,618 | -4.9% | 97,692 | -2.8% | 0.34% | -1.7% |
| QQH | Buy | NORTHERN LTS FD TR IIIhcm defnd 100 | $4,632,423 | +11.8% | 103,264 | +17.8% | 0.34% | +15.6% |
| PFE | Buy | PFIZER INC | $4,557,494 | -6.2% | 137,398 | +3.8% | 0.34% | -2.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $4,542,660 | +2.7% | 62,468 | +5.8% | 0.34% | +6.3% |
| Buy | TIDAL ETF TRfoliobeyond alte | $4,505,206 | +134.1% | 134,895 | +126.2% | 0.33% | +142.3% | |
| MRK | Buy | MERCK & CO INC | $4,454,060 | -10.1% | 43,264 | +0.8% | 0.33% | -7.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $4,386,972 | -6.7% | 46,507 | -1.4% | 0.32% | -3.6% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $4,379,663 | +1.6% | 28,322 | +3.8% | 0.32% | +5.2% |
| MCD | Sell | MCDONALDS CORP | $4,357,660 | -12.4% | 16,541 | -0.8% | 0.32% | -9.3% |
| KO | Sell | COCA COLA CO | $4,359,418 | -9.5% | 77,875 | -2.6% | 0.32% | -6.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,335,316 | -3.9% | 28,556 | -0.1% | 0.32% | -0.3% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $4,342,312 | +13.2% | 17,592 | +16.5% | 0.32% | +17.2% |
| OEF | Buy | ISHARES TRs&p 100 etf | $4,264,326 | +2.0% | 21,254 | +5.3% | 0.31% | +5.4% |
| DVN | Sell | DEVON ENERGY CORP NEW | $4,066,430 | -4.8% | 85,250 | -3.5% | 0.30% | -1.3% |
| RPM | Buy | RPM INTL INC | $4,031,406 | +5.7% | 42,521 | +0.0% | 0.30% | +9.2% |
| T | Buy | AT&T INC | $3,828,794 | -3.2% | 254,913 | +2.8% | 0.28% | 0.0% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,805,259 | +5.8% | 83,193 | +4.8% | 0.28% | +9.4% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $3,796,733 | -4.8% | 49,970 | -1.0% | 0.28% | -1.4% |
| TIP | Sell | ISHARES TRtips bd etf | $3,740,114 | -15.3% | 36,060 | -12.2% | 0.28% | -12.4% |
| PXD | Buy | PIONEER NAT RES CO | $3,737,183 | +15.5% | 16,280 | +4.2% | 0.28% | +19.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,696,388 | +0.1% | 19,550 | +5.3% | 0.27% | +3.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,616,795 | -3.7% | 22,677 | -0.1% | 0.27% | -0.4% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,607,536 | -9.2% | 10,770 | -6.8% | 0.27% | -6.0% |
| DNP | Buy | DNP SELECT INCOME FD INC | $3,563,419 | -9.0% | 374,309 | +0.2% | 0.26% | -5.7% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $3,529,333 | -6.2% | 24,344 | -1.5% | 0.26% | -3.0% |
| V | Sell | VISA INC | $3,521,128 | -3.8% | 15,309 | -0.6% | 0.26% | -0.4% |
| COP | Sell | CONOCOPHILLIPS | $3,515,541 | +11.2% | 29,345 | -3.8% | 0.26% | +15.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,453,454 | -58.6% | 73,043 | -58.5% | 0.26% | -57.1% |
| GLD | Sell | SPDR GOLD TR | $3,459,654 | -12.7% | 20,179 | -9.2% | 0.26% | -9.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $3,430,763 | -3.6% | 29,830 | +2.8% | 0.25% | -0.4% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $3,416,111 | -15.0% | 27,789 | -9.7% | 0.25% | -12.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $3,415,312 | -1.6% | 48,944 | +2.5% | 0.25% | +2.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,411,705 | -23.8% | 48,215 | -21.8% | 0.25% | -21.3% |
| ABBV | Buy | ABBVIE INC | $3,365,986 | +22.3% | 22,581 | +10.6% | 0.25% | +26.5% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $3,344,740 | -1.6% | 52,681 | +3.3% | 0.25% | +2.1% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $3,307,355 | -45.6% | 43,998 | -45.3% | 0.24% | -43.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,288,589 | +31.6% | 5,821 | +25.4% | 0.24% | +36.0% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $3,238,454 | -13.4% | 14,273 | -10.2% | 0.24% | -10.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $3,223,396 | +5.8% | 13,711 | +10.2% | 0.24% | +9.7% |
| DVY | Sell | ISHARES TRselect divid etf | $3,225,859 | -6.0% | 29,969 | -1.1% | 0.24% | -2.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,154,872 | +2.5% | 69,445 | +2.5% | 0.23% | +6.4% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $3,160,354 | +15.5% | 73,038 | +18.2% | 0.23% | +19.5% |
| BAC | Sell | BANK AMERICA CORP | $3,128,409 | -8.9% | 114,259 | -4.6% | 0.23% | -5.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,113,235 | -8.0% | 52,955 | -1.7% | 0.23% | -5.0% |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $3,044,869 | +0.4% | 88,334 | +4.8% | 0.22% | +3.7% |
| DIS | Buy | DISNEY WALT CO | $3,015,725 | +1.7% | 37,208 | +12.0% | 0.22% | +5.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,964,365 | -8.7% | 46,066 | -4.2% | 0.22% | -5.2% |
| GILD | Buy | GILEAD SCIENCES INC | $2,940,915 | +8.2% | 39,244 | +11.3% | 0.22% | +11.9% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $2,935,578 | -5.0% | 87,786 | -3.4% | 0.22% | -1.8% |
| FSK | Buy | FS KKR CAP CORP | $2,910,064 | +7.1% | 147,794 | +4.3% | 0.22% | +10.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,896,655 | +22.8% | 6,343 | +28.7% | 0.21% | +27.4% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $2,862,299 | -19.0% | 28,228 | -17.1% | 0.21% | -16.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $2,857,776 | +0.5% | 28,899 | +2.4% | 0.21% | +3.9% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $2,827,916 | -4.1% | 45,990 | -0.8% | 0.21% | -1.0% |
| UNP | Sell | UNION PAC CORP | $2,824,897 | -2.1% | 13,873 | -1.6% | 0.21% | +1.0% |
| FUMB | Sell | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $2,779,530 | -2.6% | 139,535 | -2.3% | 0.20% | +1.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $2,751,238 | -13.1% | 37,678 | -1.0% | 0.20% | -10.2% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,736,335 | +7.2% | 20,763 | +9.7% | 0.20% | +11.0% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,703,079 | -2.4% | 58,827 | +0.0% | 0.20% | +1.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $2,698,195 | -11.0% | 72,164 | -4.6% | 0.20% | -7.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,702,918 | +12.5% | 19,265 | +7.3% | 0.20% | +16.4% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $2,679,706 | -7.8% | 21,011 | +2.7% | 0.20% | -4.3% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $2,669,470 | -4.2% | 43,132 | -2.2% | 0.20% | -1.0% |
| Sell | PHILLIPS EDISON & CO INC | $2,646,630 | -3.1% | 78,910 | -1.5% | 0.20% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,629,921 | -7.6% | 79,286 | -6.1% | 0.19% | -4.4% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,597,027 | +4.0% | 35,271 | +6.0% | 0.19% | +7.3% |
| Buy | GLOBAL X FDSdow 30 covered c | $2,575,946 | +6.7% | 120,684 | +10.6% | 0.19% | +10.5% | |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $2,554,143 | +2.0% | 83,433 | +4.9% | 0.19% | +5.6% |
| BX | Buy | BLACKSTONE INC | $2,542,829 | +17.0% | 23,734 | +1.5% | 0.19% | +20.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $2,530,058 | -2.8% | 15,717 | +2.6% | 0.19% | +0.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,527,696 | +26.2% | 17,840 | +33.3% | 0.19% | +30.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,470,067 | -15.6% | 6,040 | -5.0% | 0.18% | -12.9% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,452,057 | +25.0% | 13,423 | +33.1% | 0.18% | +29.3% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,456,012 | -8.4% | 48,644 | -4.9% | 0.18% | -5.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,423,770 | -34.2% | 41,130 | -27.0% | 0.18% | -31.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,415,355 | +2.0% | 27,366 | +3.7% | 0.18% | +5.3% |
| PRU | Sell | PRUDENTIAL FINL INC | $2,394,646 | +3.9% | 25,236 | -3.4% | 0.18% | +7.9% |
| INTC | Sell | INTEL CORP | $2,394,410 | +1.2% | 67,353 | -4.8% | 0.18% | +4.1% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $2,368,640 | +2.8% | 59,275 | +6.2% | 0.18% | +6.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,373,642 | +9.6% | 4,708 | +4.5% | 0.18% | +13.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $2,365,818 | +37.4% | 51,442 | +29.0% | 0.17% | +41.5% |
| ARCC | Buy | ARES CAPITAL CORP | $2,332,779 | +18.5% | 119,814 | +14.4% | 0.17% | +22.9% |
| ORCL | Buy | ORACLE CORP | $2,255,051 | -10.6% | 21,290 | +0.5% | 0.17% | -7.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,257,077 | +3.0% | 23,963 | +6.9% | 0.17% | +6.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $2,243,675 | -0.3% | 6,934 | -0.7% | 0.16% | +3.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,238,755 | -5.9% | 25,942 | +4.1% | 0.16% | -2.4% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $2,227,869 | +104.7% | 22,130 | +104.6% | 0.16% | +110.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,217,908 | -4.9% | 32,028 | +0.3% | 0.16% | -1.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,138,572 | -6.1% | 56,352 | -2.1% | 0.16% | -2.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,111,792 | +2.7% | 47,627 | -3.8% | 0.16% | +6.1% |
| CAT | Sell | CATERPILLAR INC | $2,078,927 | +9.5% | 7,615 | -1.3% | 0.15% | +13.3% |
| NEE | Sell | NEXTERA ENERGY INC | $2,065,722 | -25.7% | 36,057 | -3.8% | 0.15% | -23.2% |
| RTX | Buy | RTX CORPORATION | $2,042,420 | -16.8% | 28,379 | +13.2% | 0.15% | -13.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,033,354 | +6.6% | 34,301 | +9.7% | 0.15% | +10.3% |
| AMAT | Buy | APPLIED MATLS INC | $2,009,228 | -0.6% | 14,512 | +3.7% | 0.15% | +2.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,005,952 | -14.3% | 10,251 | -11.2% | 0.15% | -11.4% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,992,132 | -7.4% | 51,172 | -4.4% | 0.15% | -3.9% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,935,561 | -6.1% | 20,772 | -2.3% | 0.14% | -2.7% |
| AVGO | Buy | BROADCOM INC | $1,920,878 | +22.7% | 2,313 | +28.2% | 0.14% | +26.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,912,424 | +1.6% | 25,448 | +2.2% | 0.14% | +5.2% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,902,580 | -5.2% | 31,406 | -1.2% | 0.14% | -2.1% |
| ABT | Buy | ABBOTT LABS | $1,857,534 | -2.3% | 19,179 | +10.0% | 0.14% | +0.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,825,425 | -10.7% | 22,544 | -10.6% | 0.14% | -7.5% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $1,825,334 | +0.6% | 36,883 | +0.4% | 0.14% | +4.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,835,276 | +9.1% | 28,472 | +13.5% | 0.14% | +12.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,829,113 | -2.1% | 17,703 | +0.5% | 0.14% | +1.5% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $1,823,495 | +0.3% | 42,825 | +6.9% | 0.13% | +3.1% |
| HON | Buy | HONEYWELL INTL INC | $1,810,810 | +10.9% | 9,802 | +24.6% | 0.13% | +14.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $1,802,770 | +6.2% | 6,693 | +11.7% | 0.13% | +9.9% |
| CSCO | Sell | CISCO SYS INC | $1,794,212 | -6.0% | 33,374 | -9.6% | 0.13% | -2.9% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,743,390 | +2.6% | 61,757 | +2.9% | 0.13% | +6.6% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,743,924 | +0.5% | 34,851 | +1.4% | 0.13% | +4.0% |
| XYLG | Buy | GLOBAL X FDSs&p 500 covered | $1,731,296 | -2.6% | 65,013 | +1.9% | 0.13% | +0.8% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,716,985 | +4.4% | 58,441 | +4.4% | 0.13% | +8.5% |
| MUJ | New | BLACKROCK MUNIHLDGS NJ QLTY | $1,706,971 | – | 168,673 | +100.0% | 0.13% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,689,913 | -3.8% | 8,676 | +1.7% | 0.12% | 0.0% |
| NFLX | Sell | NETFLIX INC | $1,693,158 | -19.4% | 4,484 | -6.0% | 0.12% | -16.7% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,696,506 | -2.0% | 15,468 | +2.7% | 0.12% | +1.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,686,522 | -0.8% | 29,058 | +9.3% | 0.12% | +2.5% |
| BFB | Sell | BROWN FORMAN CORPcl b | $1,663,416 | -15.1% | 28,834 | -1.7% | 0.12% | -12.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,666,504 | -2.9% | 45,163 | +2.2% | 0.12% | +0.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,657,169 | +4.7% | 22,479 | +6.6% | 0.12% | +8.0% |
| AOK | Sell | ISHARES TRconser alloc etf | $1,658,312 | -4.6% | 48,830 | -1.0% | 0.12% | -1.6% |
| CRM | Sell | SALESFORCE INC | $1,622,461 | -45.2% | 8,001 | -42.9% | 0.12% | -43.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,597,553 | -11.9% | 32,939 | +2.6% | 0.12% | -8.5% |
| ILCB | Sell | ISHARES TRmorningstr us eq | $1,604,175 | -5.8% | 27,238 | -2.3% | 0.12% | -2.5% |
| VLU | Buy | SPDR SER TRspdr s&p1500vl | $1,592,824 | +4.8% | 11,017 | +7.7% | 0.12% | +8.3% |
| PEP | Sell | PEPSICO INC | $1,588,941 | -8.6% | 9,378 | -0.0% | 0.12% | -5.6% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,574,096 | -2.3% | 33,939 | -1.7% | 0.12% | +0.9% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $1,555,452 | -7.1% | 31,178 | -7.4% | 0.12% | -3.4% |
| MO | Buy | ALTRIA GROUP INC | $1,516,948 | -6.5% | 36,075 | +0.8% | 0.11% | -3.4% |
| SO | Sell | SOUTHERN CO | $1,512,840 | -9.1% | 23,375 | -1.4% | 0.11% | -5.9% |
| MP | Sell | MP MATERIALS CORP | $1,498,643 | -17.0% | 78,463 | -0.6% | 0.11% | -14.7% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,483,232 | +1.0% | 18,423 | -0.2% | 0.11% | +3.8% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,484,103 | +90.3% | 18,598 | +101.4% | 0.11% | +94.6% |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $1,472,998 | +302.1% | 63,491 | +300.0% | 0.11% | +319.2% |
| CALF | Buy | PACER FDS TRpacer us small | $1,457,519 | +4.7% | 34,952 | +2.2% | 0.11% | +8.1% |
| FIZZ | NATIONAL BEVERAGE CORP | $1,448,216 | -2.8% | 30,800 | 0.0% | 0.11% | +0.9% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,435,425 | -3.8% | 10,275 | -0.7% | 0.11% | 0.0% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $1,441,306 | -2.3% | 45,510 | -0.4% | 0.11% | +1.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,430,037 | -13.0% | 13,908 | -3.6% | 0.10% | -10.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,405,039 | -1.5% | 10,729 | +4.1% | 0.10% | +2.0% |
| DE | Buy | DEERE & CO | $1,387,676 | -5.0% | 3,677 | +2.0% | 0.10% | -1.9% |
| RFEM | Buy | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $1,381,549 | -2.7% | 25,944 | +0.5% | 0.10% | +1.0% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,385,009 | -6.6% | 39,583 | -2.9% | 0.10% | -3.8% |
| IBDT | New | ISHARES TRibds dec28 etf | $1,365,892 | – | 56,841 | +100.0% | 0.10% | – |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,373,994 | +1.9% | 35,024 | +3.0% | 0.10% | +5.2% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $1,370,084 | +8.1% | 14,876 | +13.0% | 0.10% | +12.2% |
| LOW | Sell | LOWES COS INC | $1,344,965 | -15.9% | 6,471 | -8.7% | 0.10% | -13.2% |
| PPG | Sell | PPG INDS INC | $1,338,700 | -12.7% | 10,314 | -0.2% | 0.10% | -9.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,316,700 | -5.8% | 5,874 | +1.9% | 0.10% | -3.0% |
| LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $1,296,646 | +18.0% | 47,566 | +17.7% | 0.10% | +23.1% |
| WFC | Sell | WELLS FARGO CO NEW | $1,264,253 | -4.4% | 30,941 | -0.1% | 0.09% | -1.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,266,374 | +13.1% | 17,530 | +17.4% | 0.09% | +16.2% |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $1,265,233 | -9.2% | 18,111 | -4.7% | 0.09% | -6.1% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,255,176 | -8.3% | 13,951 | -4.5% | 0.09% | -5.1% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,250,068 | +22.6% | 16,483 | +28.9% | 0.09% | +26.0% |
| CVS | Sell | CVS HEALTH CORP | $1,237,270 | -10.8% | 17,721 | -11.7% | 0.09% | -8.1% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,239,470 | +4.3% | 77,612 | +4.3% | 0.09% | +7.1% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,230,653 | -5.5% | 5,022 | -1.9% | 0.09% | -2.2% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,235,570 | -5.1% | 10,919 | -3.3% | 0.09% | -2.2% |
| Buy | GENERAL ELECTRIC CO | $1,226,522 | +14.3% | 11,095 | +13.6% | 0.09% | +18.4% | |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $1,215,504 | +1.6% | 32,431 | +3.7% | 0.09% | +5.9% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $1,187,872 | +3.4% | 69,629 | +9.6% | 0.09% | +7.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,187,234 | +3.8% | 4,935 | -5.2% | 0.09% | +7.3% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,198,183 | -5.5% | 12,363 | -4.8% | 0.09% | -2.2% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,191,089 | -52.9% | 33,963 | -50.2% | 0.09% | -51.1% |
| RDIV | Buy | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $1,166,228 | +1.3% | 31,352 | +6.6% | 0.09% | +4.9% |
| TXN | Buy | TEXAS INSTRS INC | $1,162,146 | -7.4% | 7,309 | +4.8% | 0.09% | -3.4% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $1,151,295 | +0.4% | 13,668 | +4.1% | 0.08% | +3.7% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,153,431 | -11.1% | 12,714 | -8.1% | 0.08% | -8.6% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,154,774 | -5.4% | 15,352 | +5.9% | 0.08% | -2.3% |
| IGSB | Sell | ISHARES TR | $1,158,703 | -5.0% | 23,253 | -4.3% | 0.08% | -2.3% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,143,365 | +61.8% | 2,414 | +73.3% | 0.08% | +68.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,127,640 | -7.4% | 12,180 | -2.3% | 0.08% | -4.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,131,628 | -4.6% | 3,993 | +0.8% | 0.08% | -2.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,094,875 | +219.3% | 12,040 | +468.2% | 0.08% | +237.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,082,357 | +8.4% | 39,545 | +4.3% | 0.08% | +12.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,081,558 | -7.6% | 22,486 | -3.6% | 0.08% | -3.6% |
| PREF | Buy | PRINCIPAL EXCHANGE TRADED FDspectrum pfd | $1,082,435 | +33.9% | 64,201 | +34.6% | 0.08% | +37.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,079,221 | -30.9% | 7,234 | -19.3% | 0.08% | -27.9% |
| ADBE | Sell | ADOBE INC | $1,073,594 | -49.3% | 2,106 | -51.4% | 0.08% | -47.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,074,145 | -13.3% | 13,675 | -8.5% | 0.08% | -10.2% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +105.3% | 2 | +100.0% | 0.08% | +110.8% |
| ILTB | Buy | ISHARES TRcore lt usdb etf | $1,056,901 | +13.6% | 22,368 | +26.4% | 0.08% | +18.2% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,058,880 | +9.6% | 51,228 | +9.1% | 0.08% | +13.0% |
| F | Sell | FORD MTR CO DEL | $1,054,566 | -29.8% | 84,909 | -14.4% | 0.08% | -27.1% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,049,181 | -12.4% | 13,911 | -12.2% | 0.08% | -9.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,048,090 | +10.7% | 3,413 | +11.2% | 0.08% | +14.9% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,040,207 | -22.7% | 10,196 | -18.1% | 0.08% | -19.8% |
| TFC | Buy | TRUIST FINL CORP | $1,033,007 | +0.4% | 36,107 | +6.5% | 0.08% | +4.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,023,671 | -5.7% | 2,586 | -6.3% | 0.08% | -2.6% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $999,956 | -2.5% | 20,880 | -2.2% | 0.07% | +1.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $990,999 | +12.5% | 2,251 | +16.5% | 0.07% | +15.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $985,102 | -3.1% | 13,853 | +5.0% | 0.07% | +1.4% |
| QCOM | Buy | QUALCOMM INC | $988,146 | -5.8% | 8,897 | +0.9% | 0.07% | -2.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $972,471 | -22.6% | 32,254 | -20.6% | 0.07% | -20.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $957,268 | -9.2% | 9,559 | -9.5% | 0.07% | -5.3% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $964,044 | -4.6% | 13,943 | -1.1% | 0.07% | -1.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $966,122 | +46.6% | 19,222 | +52.0% | 0.07% | +51.1% |
| IYW | Buy | ISHARES TRu.s. tech etf | $958,247 | +7.6% | 9,133 | +11.7% | 0.07% | +12.7% |
| MS | Buy | MORGAN STANLEY | $943,243 | -1.8% | 11,549 | +2.6% | 0.07% | +2.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $946,433 | -2.2% | 17,684 | +2.5% | 0.07% | +1.4% |
| O | Sell | REALTY INCOME CORP | $952,457 | -43.6% | 19,072 | -32.5% | 0.07% | -41.7% |
| LULU | Buy | LULULEMON ATHLETICA INC | $951,300 | +159.6% | 2,467 | +154.9% | 0.07% | +169.2% |
| SYLD | Buy | CAMBRIA ETF TR | $935,605 | +6.3% | 15,125 | +5.1% | 0.07% | +9.5% |
| MUB | Sell | ISHARES TRnational mun etf | $933,064 | -20.6% | 9,100 | -17.3% | 0.07% | -17.9% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $938,221 | -23.0% | 23,940 | -18.7% | 0.07% | -20.7% |
| TMDX | New | TRANSMEDICS GROUP INC | $929,390 | – | 16,975 | +100.0% | 0.07% | – |
| ESGU | Buy | ISHARES TResg awr msci usa | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $924,110 | -4.7% | 16,238 | +4.9% | 0.07% | -1.4% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $917,243 | -14.1% | 24,189 | -4.2% | 0.07% | -10.5% |
| SLB | Sell | SCHLUMBERGER LTD | $927,409 | +14.2% | 15,908 | -3.7% | 0.07% | +17.2% |
| New | DUOLINGO INC | $909,963 | – | 5,486 | +100.0% | 0.07% | – | |
| IDV | Sell | ISHARES TRintl sel div etf | $885,107 | -4.7% | 34,847 | -1.2% | 0.06% | -1.5% |
| KKR | Buy | KKR & CO INC | $877,254 | +10.2% | 14,241 | +0.2% | 0.06% | +14.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $878,323 | -1.7% | 26,133 | +4.1% | 0.06% | +1.6% |
| TMUS | New | T-MOBILE US INC | $881,055 | – | 6,291 | +100.0% | 0.06% | – |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $863,138 | -4.8% | 4,030 | +2.1% | 0.06% | -1.5% |
| KMB | Sell | KIMBERLY-CLARK CORP | $870,344 | -15.4% | 7,202 | -3.3% | 0.06% | -12.3% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $859,411 | -17.8% | 3,006 | -5.2% | 0.06% | -14.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $859,834 | -9.9% | 18,068 | -6.7% | 0.06% | -7.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $857,301 | -4.1% | 16,528 | +0.6% | 0.06% | -1.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $851,776 | -14.2% | 1,683 | -11.6% | 0.06% | -11.3% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $841,777 | -3.9% | 12,907 | -0.5% | 0.06% | 0.0% |
| MUSA | New | MURPHY USA INC | $846,125 | – | 2,476 | +100.0% | 0.06% | – |
| PWR | Buy | QUANTA SVCS INC | $846,658 | -4.3% | 4,526 | +0.5% | 0.06% | -1.6% |
| TAXF | Sell | AMERICAN CENTY ETF TRdiversified mu | $824,565 | -4.4% | 17,196 | -0.3% | 0.06% | 0.0% |
| PCAR | Sell | PACCAR INC | $821,659 | -1.0% | 9,664 | -2.6% | 0.06% | +3.4% |
| IBB | Sell | ISHARES TRishares biotech | $832,288 | -5.1% | 6,806 | -1.5% | 0.06% | -1.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $794,223 | -1.2% | 19,249 | +3.4% | 0.06% | +3.5% |
| EVRG | Buy | EVERGY INC | $797,244 | -12.5% | 15,725 | +0.8% | 0.06% | -9.2% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $797,993 | -15.0% | 13,360 | -9.9% | 0.06% | -11.9% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $796,864 | +19.1% | 20,570 | +23.5% | 0.06% | +22.9% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $784,793 | -0.4% | 16,613 | +0.5% | 0.06% | +3.6% |
| ECL | Sell | ECOLAB INC | $773,794 | -10.5% | 4,568 | -1.4% | 0.06% | -8.1% |
| BP | Sell | BP PLCsponsored adr | $779,390 | +4.1% | 20,129 | -5.1% | 0.06% | +7.5% |
| AOM | Sell | ISHARES TRmodert alloc etf | $769,513 | -5.7% | 19,767 | -2.1% | 0.06% | -1.7% |
| IWY | ISHARES TRrus tp200 gr etf | $768,822 | -3.0% | 4,998 | 0.0% | 0.06% | +1.8% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $755,569 | -30.1% | 10,440 | -25.5% | 0.06% | -27.3% |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $765,197 | +12.2% | 3,109 | +16.7% | 0.06% | +14.3% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $762,540 | +40.3% | 16,248 | +44.6% | 0.06% | +43.6% | |
| ITA | Sell | ISHARES TRus aer def etf | $745,706 | -10.8% | 7,037 | -1.7% | 0.06% | -8.3% |
| AMGN | Buy | AMGEN INC | $748,466 | +35.2% | 2,785 | +11.7% | 0.06% | +41.0% |
| ANET | New | ARISTA NETWORKS INC | $734,810 | – | 3,995 | +100.0% | 0.05% | – |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $726,525 | -7.4% | 2,669 | -0.3% | 0.05% | -3.6% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $726,222 | -2.5% | 12,947 | +1.9% | 0.05% | +1.9% |
| FAST | Buy | FASTENAL CO | $729,908 | -7.2% | 13,358 | +0.1% | 0.05% | -3.6% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $723,347 | -38.7% | 7,878 | -38.7% | 0.05% | -36.9% |
| MMM | Buy | 3M CO | $718,412 | -3.4% | 7,674 | +3.2% | 0.05% | 0.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $713,038 | +17.6% | 4,260 | +3.2% | 0.05% | +23.3% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $714,999 | – | 14,206 | +100.0% | 0.05% | – |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $720,469 | -0.9% | 17,183 | -1.1% | 0.05% | +1.9% |
| ARKK | Sell | ARK ETF TRinnovation etf | $722,825 | -12.3% | 18,221 | -2.4% | 0.05% | -10.2% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $708,666 | +22.4% | 7,266 | +6.6% | 0.05% | +26.8% |
| DKS | New | DICKS SPORTING GOODS INC | $711,371 | – | 6,552 | +100.0% | 0.05% | – |
| FXZ | Sell | FIRST TR EXCHANGE TRADED FDmaterials alph | $699,302 | -9.9% | 11,094 | -8.2% | 0.05% | -5.5% |
| WPC | Sell | WP CAREY INC | $699,425 | -20.0% | 12,933 | -0.0% | 0.05% | -16.1% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $702,767 | -8.3% | 10,268 | -5.2% | 0.05% | -5.5% |
| Buy | RIVIAN AUTOMOTIVE INC | $709,049 | +47.6% | 29,203 | +1.3% | 0.05% | +52.9% | |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $708,345 | +35.2% | 13,919 | +35.0% | 0.05% | +40.5% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $695,382 | -2.8% | 35,679 | -0.3% | 0.05% | 0.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $687,646 | -17.6% | 10,599 | -25.3% | 0.05% | -13.6% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $688,856 | +5.4% | 19,835 | +9.3% | 0.05% | +8.5% |
| New | ATLAS ENERGY SOLUTIONS INC | $691,353 | – | 31,100 | +100.0% | 0.05% | – | |
| ED | Sell | CONSOLIDATED EDISON INC | $688,106 | -7.4% | 8,045 | -2.1% | 0.05% | -3.8% |
| MDT | Buy | MEDTRONIC PLC | $696,093 | -6.2% | 8,883 | +5.4% | 0.05% | -3.8% |
| IAGG | Sell | ISHARES TRcore intl aggr | $693,873 | -1.6% | 14,225 | -0.6% | 0.05% | +2.0% |
| TOLZ | Sell | PROSHARES TRdj brkfld glb | $697,496 | -14.2% | 16,852 | -6.9% | 0.05% | -12.1% |
| FMAT | Sell | FIDELITY COVINGTON TRUSTmsci matls index | $697,303 | -13.9% | 15,780 | -9.1% | 0.05% | -12.1% |
| MKC | Sell | MCCORMICK & CO INC | $681,226 | -16.8% | 9,006 | -4.1% | 0.05% | -13.8% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $675,221 | -4.0% | 7,120 | -1.2% | 0.05% | 0.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $684,628 | +13.6% | 10,116 | +19.3% | 0.05% | +16.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $678,799 | +2.3% | 6,664 | +1.3% | 0.05% | +6.4% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $675,726 | +1.6% | 15,513 | +6.0% | 0.05% | +6.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $673,391 | -3.2% | 21,715 | +1.6% | 0.05% | 0.0% |
| PSX | Sell | PHILLIPS 66 | $679,129 | +1.1% | 5,652 | -19.8% | 0.05% | +4.2% |
| New | PIMCO ETF TRsr ln active etf | $672,570 | – | 13,371 | +100.0% | 0.05% | – | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $683,921 | -9.6% | 15,622 | -5.0% | 0.05% | -7.4% |
| ULTA | Buy | ULTA BEAUTY INC | $674,671 | +23.2% | 1,689 | +45.1% | 0.05% | +28.2% |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $661,798 | – | 4,714 | +100.0% | 0.05% | – |
| EDIT | New | EDITAS MEDICINE INC | $660,356 | – | 84,661 | +100.0% | 0.05% | – |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $668,345 | -5.1% | 16,805 | -0.4% | 0.05% | -2.0% |
| TJX | Sell | TJX COS INC NEW | $670,543 | +3.6% | 7,544 | -1.2% | 0.05% | +6.5% |
| ICF | Sell | ISHARES TRcohen steer reit | $654,265 | -14.4% | 13,044 | -5.1% | 0.05% | -11.1% |
| Buy | SHELL PLCspon ads | $652,985 | +17.7% | 10,143 | +10.4% | 0.05% | +20.0% | |
| PLD | Sell | PROLOGIS INC. | $654,923 | -10.6% | 5,837 | -2.3% | 0.05% | -7.7% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $645,374 | +0.5% | 6,764 | +3.3% | 0.05% | +4.3% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $633,129 | -4.8% | 8,641 | +0.0% | 0.05% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $636,804 | +23.6% | 7,328 | +43.6% | 0.05% | +27.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $641,909 | +1.4% | 780 | -11.5% | 0.05% | +4.4% |
| CDC | Sell | VICTORY PORTFOLIOS II | $638,796 | -9.1% | 11,436 | -6.3% | 0.05% | -6.0% |
| GIS | Buy | GENERAL MLS INC | $639,325 | -15.5% | 9,991 | +1.3% | 0.05% | -13.0% |
| MPC | Buy | MARATHON PETE CORP | $634,633 | +67.9% | 4,193 | +29.3% | 0.05% | +74.1% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $637,446 | -14.0% | 11,987 | -8.8% | 0.05% | -11.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $624,116 | -13.6% | 15,237 | -11.3% | 0.05% | -11.5% |
| WYNN | Sell | WYNN RESORTS LTD | $626,085 | -21.3% | 6,775 | -10.1% | 0.05% | -19.3% |
| DUSA | Buy | DAVIS FUNDAMENTAL ETF TRselect us eqty | $630,358 | +14.8% | 19,961 | +16.5% | 0.05% | +17.9% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $618,514 | +2.3% | 29,467 | +2.6% | 0.05% | +7.0% |
| PRK | PARK NATL CORP | $606,860 | -7.6% | 6,420 | 0.0% | 0.04% | -4.3% | |
| D | Sell | DOMINION ENERGY INC | $603,997 | -21.6% | 13,521 | -9.1% | 0.04% | -18.2% |
| WM | Buy | WASTE MGMT INC DEL | $607,564 | -10.4% | 3,986 | +1.9% | 0.04% | -6.2% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $607,420 | +22.3% | 13,622 | +17.7% | 0.04% | +28.6% |
| Buy | CIVITAS RESOURCES INC | $611,548 | +22.0% | 7,562 | +4.6% | 0.04% | +25.0% | |
| FBCG | Buy | FIDELITY COVINGTON TRUSTblue chip grwth | $605,787 | -0.5% | 20,919 | +2.2% | 0.04% | +4.7% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $590,856 | -2.6% | 8,715 | +0.5% | 0.04% | +2.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $599,866 | -21.1% | 27,217 | -18.0% | 0.04% | -18.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $596,125 | -7.4% | 2,040 | +8.3% | 0.04% | -4.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $603,385 | +0.6% | 8,694 | +5.7% | 0.04% | +2.3% |
| SYK | Sell | STRYKER CORPORATION | $600,326 | -10.8% | 2,197 | -0.4% | 0.04% | -8.3% |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $603,648 | -32.1% | 42,903 | -12.0% | 0.04% | -30.2% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $592,121 | -53.7% | 22,004 | -48.2% | 0.04% | -51.6% |
| BBN | Sell | BLACKROCK TAX MUNICPAL BD TR | $594,371 | -12.0% | 39,207 | -3.7% | 0.04% | -8.3% |
| DHS | Buy | WISDOMTREE TRus high dividend | $601,921 | +2.2% | 7,711 | +4.2% | 0.04% | +4.8% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $601,496 | +8.0% | 12,103 | +7.9% | 0.04% | +10.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $586,851 | -19.7% | 10,039 | -8.3% | 0.04% | -17.3% |
| IYY | Buy | ISHARES TRdow jones us etf | $578,141 | -0.7% | 5,534 | +2.9% | 0.04% | +2.4% |
| SBUX | Sell | STARBUCKS CORP | $571,168 | -10.2% | 6,258 | -2.6% | 0.04% | -6.7% |
| LNG | Buy | CHENIERE ENERGY INC | $568,447 | +18.5% | 3,425 | +8.8% | 0.04% | +23.5% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $569,257 | -0.0% | 7,499 | 0.0% | 0.04% | +2.4% | |
| TGT | Sell | TARGET CORP | $567,485 | -22.2% | 5,132 | -7.2% | 0.04% | -19.2% |
| PDD | New | PDD HOLDINGS INCsponsored ads | $566,256 | – | 5,774 | +100.0% | 0.04% | – |
| CB | Sell | CHUBB LIMITED | $566,325 | +1.1% | 2,720 | -6.5% | 0.04% | +5.0% |
| MCO | Buy | MOODYS CORP | $562,426 | -8.7% | 1,779 | +0.4% | 0.04% | -6.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $550,091 | +11.1% | 9,965 | +0.1% | 0.04% | +17.1% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $558,704 | +21.7% | 26,517 | +26.9% | 0.04% | +24.2% | |
| PAYX | Buy | PAYCHEX INC | $555,641 | +6.0% | 4,818 | +2.9% | 0.04% | +10.8% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $554,356 | +41.6% | 38,712 | +47.5% | 0.04% | +46.4% |
| OKE | Buy | ONEOK INC NEW | $561,185 | +57.4% | 8,847 | +53.1% | 0.04% | +64.0% |
| EWJ | New | ISHARES INCmsci jpn etf new | $550,314 | – | 9,128 | +100.0% | 0.04% | – |
| MCK | Sell | MCKESSON CORP | $537,746 | +0.5% | 1,237 | -1.2% | 0.04% | +5.3% |
| DHR | Sell | DANAHER CORPORATION | $543,626 | -4.5% | 2,191 | -7.6% | 0.04% | -2.4% |
| PH | Buy | PARKER-HANNIFIN CORP | $544,915 | +2.0% | 1,399 | +2.1% | 0.04% | +5.3% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $530,387 | -52.6% | 22,099 | -55.1% | 0.04% | -51.2% |
| DPG | Buy | DUFF & PHELPS UTLITY AND INF | $526,698 | -9.9% | 61,102 | +1.7% | 0.04% | -7.1% |
| AGZ | Buy | ISHARES TRagency bond etf | $533,006 | +2.1% | 5,038 | +3.2% | 0.04% | +5.4% |
| ET | Buy | ENERGY TRANSFER L P | $527,174 | +44.9% | 37,575 | +31.2% | 0.04% | +50.0% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $534,807 | +26.7% | 3,597 | +32.7% | 0.04% | +30.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $532,735 | +39.0% | 10,528 | +43.9% | 0.04% | +44.4% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $527,716 | -15.0% | 10,150 | -11.6% | 0.04% | -11.4% |
| CI | Sell | THE CIGNA GROUP | $527,700 | +1.6% | 1,845 | -0.3% | 0.04% | +5.4% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $535,187 | -12.3% | 17,456 | -4.1% | 0.04% | -9.3% |
| UTG | Buy | REAVES UTIL INCOME FD | $521,726 | -5.5% | 21,165 | +5.1% | 0.04% | -2.6% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $511,807 | +0.7% | 8,613 | +0.7% | 0.04% | +5.6% |
| ICVT | Sell | ISHARES TRconv bd etf | $516,452 | -12.7% | 6,959 | -10.2% | 0.04% | -9.5% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $514,783 | +7.7% | 27,404 | +8.7% | 0.04% | +11.8% |
| DOW | Buy | DOW INC | $514,009 | -3.1% | 9,969 | +0.1% | 0.04% | 0.0% |
| PTNQ | PACER FDS TRtrendpilot 100 | $509,920 | -1.0% | 8,299 | 0.0% | 0.04% | +2.7% | |
| PTMC | PACER FDS TRtrendp us mid cp | $511,838 | -4.2% | 16,223 | 0.0% | 0.04% | 0.0% | |
| Buy | HEALTHCARE RLTY TR | $510,441 | -18.3% | 33,428 | +0.9% | 0.04% | -15.6% | |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $519,626 | -5.1% | 7,657 | +0.4% | 0.04% | -2.6% |
| SMLF | Buy | ISHARES TRus sml cap eqt | $521,623 | +5.4% | 10,084 | +9.3% | 0.04% | +8.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $501,738 | -4.6% | 8,885 | -0.3% | 0.04% | 0.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $497,043 | -2.8% | 21,848 | +7.2% | 0.04% | +2.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $507,921 | +25.1% | 7,746 | +24.2% | 0.04% | +27.6% |
| NOW | Sell | SERVICENOW INC | $502,226 | -63.6% | 899 | -63.4% | 0.04% | -62.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $501,534 | -8.3% | 3,700 | -4.7% | 0.04% | -5.1% |
| GOLD | Sell | BARRICK GOLD CORP | $497,277 | -14.9% | 34,177 | -1.0% | 0.04% | -11.9% |
| PDO | Sell | PIMCO DYNAMIC INCOME OPRNTS | $481,659 | -18.8% | 40,544 | -10.8% | 0.04% | -14.3% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $494,382 | -3.8% | 11,067 | +0.3% | 0.04% | -2.7% |
| TLT | New | ISHARES TR20 yr tr bd etf | $483,269 | – | 5,449 | +100.0% | 0.04% | – |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $478,385 | +0.6% | 22,533 | +0.3% | 0.04% | +2.9% |
| MBB | Sell | ISHARES TRmbs etf | $478,658 | -16.7% | 5,390 | -12.5% | 0.04% | -14.6% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $468,417 | +6.7% | 2,383 | -0.3% | 0.04% | +12.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $472,296 | +21.5% | 11,192 | +12.9% | 0.04% | +25.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $480,713 | +4.6% | 5,542 | +0.5% | 0.04% | +6.1% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $475,885 | -13.5% | 6,581 | -10.0% | 0.04% | -10.3% |
| SNOW | Sell | SNOWFLAKE INCcl a | $464,482 | -58.7% | 3,040 | -52.4% | 0.03% | -57.5% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $461,667 | -1.9% | 6,917 | +3.3% | 0.03% | 0.0% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $463,438 | -4.3% | 1,343 | -20.2% | 0.03% | -2.9% |
| VLO | Sell | VALERO ENERGY CORP | $462,848 | +20.4% | 3,266 | -0.4% | 0.03% | +25.9% |
| Sell | PEAKSTONE REALTY TRUST | $456,192 | -43.1% | 27,415 | -4.5% | 0.03% | -40.4% | |
| ENB | Sell | ENBRIDGE INC | $459,876 | -11.5% | 13,856 | -0.9% | 0.03% | -8.1% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $456,907 | -9.0% | 12,253 | -2.4% | 0.03% | -5.6% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $457,918 | -15.6% | 8,015 | -10.0% | 0.03% | -12.8% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $455,497 | – | 3,594 | +100.0% | 0.03% | – |
| Buy | ROCKET LAB USA INC | $465,047 | -16.1% | 106,175 | +14.9% | 0.03% | -15.0% | |
| HSY | Buy | HERSHEY CO | $445,613 | -19.3% | 2,227 | +0.7% | 0.03% | -15.4% |
| Buy | RBB FD INCus treas 3 mnth | $448,063 | +11.6% | 8,949 | +11.7% | 0.03% | +13.8% | |
| MAIN | Sell | MAIN STR CAP CORP | $445,483 | -0.5% | 10,964 | -2.0% | 0.03% | +3.1% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $448,578 | +105.1% | 5,585 | +107.5% | 0.03% | +106.2% |
| EMR | Buy | EMERSON ELEC CO | $443,064 | +8.1% | 4,588 | +1.1% | 0.03% | +13.8% |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $445,111 | +10.0% | 17,833 | 0.0% | 0.03% | +13.8% | |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $440,855 | -6.0% | 3,302 | -1.0% | 0.03% | -3.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $437,532 | +13.3% | 7,596 | +13.5% | 0.03% | +14.3% |
| TPSC | Buy | TIMOTHY PLANu s sm cp core | $438,136 | +2.3% | 14,143 | +5.3% | 0.03% | +3.2% |
| DFNL | Sell | DAVIS FUNDAMENTAL ETF TRselect finl | $434,077 | -6.5% | 16,219 | -5.3% | 0.03% | -3.0% |
| CSX | Buy | CSX CORP | $434,539 | -3.5% | 14,131 | +7.0% | 0.03% | 0.0% |
| SLV | Sell | ISHARES SILVER TRishares | $432,749 | -59.9% | 21,276 | -58.9% | 0.03% | -58.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $439,838 | +18.7% | 1,750 | +16.3% | 0.03% | +23.1% |
| TWLO | New | TWILIO INCcl a | $438,682 | – | 7,495 | +100.0% | 0.03% | – |
| C | Sell | CITIGROUP INC | $424,561 | -27.2% | 10,322 | -18.6% | 0.03% | -26.2% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $427,111 | -13.0% | 22,350 | -7.4% | 0.03% | -11.4% |
| STT | Buy | STATE STR CORP | $425,698 | -8.5% | 6,357 | +0.0% | 0.03% | -6.1% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $418,576 | -40.4% | 3,232 | +23.8% | 0.03% | -38.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $420,419 | +39.0% | 2,714 | +17.8% | 0.03% | +40.9% |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $413,840 | -6.5% | 6,995 | -1.6% | 0.03% | -3.1% |
| OGE | Buy | OGE ENERGY CORP | $423,213 | -7.2% | 12,698 | +0.0% | 0.03% | -3.1% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $426,824 | +29.9% | 17,111 | +29.7% | 0.03% | +34.8% |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $423,863 | -1.4% | 173,005 | +8.6% | 0.03% | 0.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $412,937 | +0.7% | 1,758 | +4.5% | 0.03% | +3.4% |
| GM | Sell | GENERAL MTRS CO | $409,562 | -20.0% | 12,422 | -6.5% | 0.03% | -18.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $402,905 | +5.7% | 13,742 | +6.1% | 0.03% | +11.1% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $406,490 | -14.6% | 23,633 | -11.5% | 0.03% | -11.8% |
| NKE | Sell | NIKE INCcl b | $406,470 | -20.6% | 4,251 | -8.4% | 0.03% | -18.9% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $403,780 | -9.7% | 4,382 | +1.6% | 0.03% | -6.2% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $411,403 | -17.4% | 2,502 | -2.6% | 0.03% | -14.3% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $409,250 | -2.1% | 9,731 | +2.8% | 0.03% | 0.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $400,321 | +12.1% | 5,911 | +18.5% | 0.03% | +20.0% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $401,555 | -9.2% | 6,732 | -5.1% | 0.03% | -6.2% |
| GPC | Sell | GENUINE PARTS CO | $392,505 | -25.6% | 2,719 | -12.8% | 0.03% | -23.7% |
| PDI | New | PIMCO DYNAMIC INCOME FD | $391,012 | – | 22,628 | +100.0% | 0.03% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $392,608 | +127.5% | 24,538 | +118.0% | 0.03% | +141.7% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $398,643 | +25.6% | 19,823 | +25.7% | 0.03% | +26.1% |
| COG | Sell | COTERRA ENERGY INC | $400,178 | +6.7% | 14,794 | -0.2% | 0.03% | +7.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $389,883 | +28.9% | 1,663 | +40.5% | 0.03% | +31.8% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $394,545 | -5.8% | 3,715 | -2.1% | 0.03% | -3.3% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $390,778 | -13.4% | 5,311 | -3.8% | 0.03% | -9.4% |
| FVAL | Sell | FIDELITY COVINGTON TRUSTvlu factor etf | $390,667 | -8.5% | 8,164 | -6.1% | 0.03% | -3.3% |
| USB | Buy | US BANCORP DEL | $396,236 | +8.2% | 11,985 | +8.2% | 0.03% | +11.5% |
| ALTL | Sell | PACER FDS TRlunt lrg cp altr | $396,716 | -36.2% | 11,516 | -30.5% | 0.03% | -34.1% |
| UNM | Buy | UNUM GROUP | $393,704 | +3.2% | 8,004 | +0.1% | 0.03% | +7.4% |
| JNK | Buy | SPDR SER TRbloomberg high y | $384,802 | +0.0% | 4,257 | +1.8% | 0.03% | +3.7% |
| ANTM | Sell | ELEVANCE HEALTH INC | $385,406 | -12.6% | 885 | -10.9% | 0.03% | -9.7% |
| ARLP | Buy | ALLIANCE RESOURCE PARTNERS Lut ltd part | $379,895 | +23.7% | 16,862 | +1.5% | 0.03% | +27.3% |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $374,228 | -3.0% | 4,159 | -3.6% | 0.03% | +3.7% |
| MAT | Buy | MATTEL INC | $385,415 | +77.4% | 17,495 | +57.3% | 0.03% | +86.7% |
| IRM | Buy | IRON MTN INC DEL | $382,227 | +7.6% | 6,429 | +2.8% | 0.03% | +12.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $377,162 | -10.2% | 4,028 | -19.2% | 0.03% | -6.7% |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $374,463 | – | 16,837 | +100.0% | 0.03% | – |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $384,732 | -11.6% | 24,615 | -5.2% | 0.03% | -9.7% |
| Buy | LINDE PLC | $382,325 | +26.0% | 1,027 | +29.0% | 0.03% | +27.3% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $385,074 | +8.8% | 11,471 | +11.5% | 0.03% | +12.0% |
| GNL | New | GLOBAL NET LEASE INC | $380,853 | – | 39,631 | +100.0% | 0.03% | – |
| ACWI | ISHARES TRmsci acwi etf | $385,557 | -3.7% | 4,174 | 0.0% | 0.03% | -3.4% | |
| ABNB | Sell | AIRBNB INC | $368,616 | -3.0% | 2,687 | -9.4% | 0.03% | 0.0% |
| COIN | Sell | COINBASE GLOBAL INC | $368,493 | -7.8% | 4,908 | -12.2% | 0.03% | -3.6% |
| MET | Sell | METLIFE INC | $360,256 | +9.6% | 5,727 | -1.5% | 0.03% | +17.4% |
| IXUS | Sell | ISHARES TRcore msci total | $368,823 | -4.9% | 6,148 | -0.7% | 0.03% | -3.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $372,411 | -4.9% | 5,221 | +0.1% | 0.03% | -3.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $363,687 | -10.7% | 7,867 | -9.1% | 0.03% | -6.9% |
| FLHY | New | FRANKLIN TEMPLETON ETF TRhigh yield corp | $366,355 | – | 16,282 | +100.0% | 0.03% | – |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $360,241 | -4.5% | 11,170 | 0.0% | 0.03% | 0.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $361,484 | -10.0% | 4,501 | -0.2% | 0.03% | -6.9% |
| BLK | Sell | BLACKROCK INC | $361,982 | -18.3% | 560 | -12.6% | 0.03% | -15.6% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $367,201 | -14.3% | 17,620 | -1.5% | 0.03% | -12.9% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $352,273 | +91.9% | 64,995 | +68.2% | 0.03% | +100.0% | |
| ETW | Sell | EATON VANCE TAX-MANAGED GLOB | $356,261 | -13.6% | 46,631 | -7.1% | 0.03% | -10.3% |
| WTRG | Sell | ESSENTIAL UTILS INC | $354,326 | -59.9% | 10,321 | -53.3% | 0.03% | -58.7% |
| ETN | New | EATON CORP PLC | $351,494 | – | 1,648 | +100.0% | 0.03% | – |
| EFV | Buy | ISHARES TReafe value etf | $354,078 | +9.0% | 7,236 | +9.0% | 0.03% | +13.0% |
| IGV | Buy | ISHARES TRexpanded tech | $354,684 | +60.4% | 1,039 | +62.6% | 0.03% | +62.5% |
| SYY | Buy | SYSCO CORP | $350,062 | +6.3% | 5,300 | +19.4% | 0.03% | +13.0% |
| EXC | Buy | EXELON CORP | $353,468 | +3.0% | 9,353 | +11.0% | 0.03% | +8.3% |
| FSTR | Buy | FOSTER L B CO | $348,013 | +36.6% | 18,404 | +3.1% | 0.03% | +44.4% |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $355,923 | -4.5% | 14,340 | -4.5% | 0.03% | -3.7% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $357,089 | -9.4% | 3,538 | -3.8% | 0.03% | -7.1% |
| TPIF | Buy | TIMOTHY PLANintl etf | $355,699 | +0.2% | 14,839 | +5.5% | 0.03% | +4.0% |
| PRN | Buy | INVESCO EXCHANGE TRADED FD Tdorsey wrgt inds | $352,585 | -3.9% | 3,488 | +0.0% | 0.03% | 0.0% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $358,202 | +15.1% | 9,469 | +14.7% | 0.03% | +18.2% |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $346,803 | +1.8% | 4,683 | +0.1% | 0.03% | +8.3% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $349,130 | +12.8% | 8,509 | +14.0% | 0.03% | +18.2% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $342,602 | -0.9% | 7,142 | -1.3% | 0.02% | 0.0% |
| Sell | APOLLO GLOBAL MGMT INC | $338,675 | +13.5% | 3,773 | -2.9% | 0.02% | +19.0% | |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $333,906 | -20.3% | 2,299 | -19.2% | 0.02% | -16.7% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $335,778 | -16.8% | 7,325 | -11.1% | 0.02% | -13.8% |
| IDRV | Buy | ISHARES TRself drivng ev | $334,547 | +5.4% | 8,996 | +16.0% | 0.02% | +8.7% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $335,496 | -10.9% | 1,927 | +0.2% | 0.02% | -7.4% |
| QUS | Buy | SPDR SER TRmsci usa strtgic | $344,211 | +7.1% | 2,852 | +9.1% | 0.02% | +8.7% |
| VOX | New | VANGUARD WORLD FDS | $333,619 | – | 3,172 | +100.0% | 0.02% | – |
| FIDI | Sell | FIDELITY COVINGTON TRUSTint hg div etf | $332,197 | -4.1% | 17,917 | -0.6% | 0.02% | -4.0% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $331,168 | +33.9% | 5,466 | +40.7% | 0.02% | +33.3% |
| DEO | Buy | DIAGEO PLCspon adr new | $318,972 | -5.4% | 2,138 | +10.0% | 0.02% | 0.0% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $330,821 | -50.9% | 17,239 | -50.8% | 0.02% | -50.0% |
| IWX | ISHARES TRrus tp200 vl etf | $327,993 | -3.1% | 5,017 | 0.0% | 0.02% | 0.0% | |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $326,619 | -11.4% | 4,871 | -1.0% | 0.02% | -7.7% |
| CCI | Buy | CROWN CASTLE INC | $323,691 | -18.6% | 3,517 | +0.7% | 0.02% | -14.3% |
| DBEF | DBX ETF TRxtrack msci eafe | $322,123 | -1.3% | 9,230 | 0.0% | 0.02% | +4.3% | |
| HAL | Sell | HALLIBURTON CO | $325,576 | -46.5% | 8,039 | -56.4% | 0.02% | -44.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $328,569 | -7.8% | 1,427 | +0.1% | 0.02% | -4.0% |
| OMC | Sell | OMNICOM GROUP INC | $329,907 | -22.5% | 4,429 | -1.1% | 0.02% | -20.0% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $321,684 | -91.2% | 3,660 | -90.8% | 0.02% | -90.7% |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $324,909 | – | 4,345 | +100.0% | 0.02% | – |
| ES | Sell | EVERSOURCE ENERGY | $328,999 | -19.6% | 5,658 | -1.9% | 0.02% | -17.2% |
| IGBH | ISHARES U S ETF TRint rt hd long | $312,249 | +0.8% | 13,043 | 0.0% | 0.02% | +4.5% | |
| CLMT | Sell | CALUMET SPECIALTY PRODS PARTut ltd partner | $305,600 | +13.3% | 16,000 | -5.9% | 0.02% | +21.1% |
| FDX | FEDEX CORP | $315,698 | +6.9% | 1,192 | 0.0% | 0.02% | +9.5% | |
| INNOVATOR ETFS TRladerd alctn pwr | $305,475 | -1.1% | 8,146 | 0.0% | 0.02% | +4.5% | ||
| DD | Sell | DUPONT DE NEMOURS INC | $306,567 | +2.2% | 4,110 | -2.1% | 0.02% | +9.5% |
| IXC | New | ISHARES TRglobal energ etf | $311,674 | – | 7,554 | +100.0% | 0.02% | – |
| LYTS | Sell | LSI INDS INC OHIO | $299,210 | +21.8% | 18,842 | -3.6% | 0.02% | +22.2% |
| Sell | GUGGENHEIM ACTIVE ALLOC FD | $301,854 | -24.3% | 22,360 | -19.4% | 0.02% | -21.4% | |
| BDX | Sell | BECTON DICKINSON & CO | $299,286 | -17.3% | 1,158 | -15.5% | 0.02% | -15.4% |
| FLO | FLOWERS FOODS INC | $292,022 | -10.9% | 13,166 | 0.0% | 0.02% | -4.3% | |
| KRE | Sell | SPDR SER TRs&p regl bkg | $302,227 | -39.5% | 7,236 | -40.9% | 0.02% | -38.9% |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $300,751 | -3.2% | 8,233 | 0.0% | 0.02% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $296,447 | -5.6% | 6,692 | 0.0% | 0.02% | 0.0% | |
| TTD | Sell | THE TRADE DESK INC | $296,101 | -14.7% | 3,789 | -15.7% | 0.02% | -12.0% |
| TTEK | Sell | TETRA TECH INC NEW | $298,141 | -10.2% | 1,961 | -3.3% | 0.02% | -8.3% |
| New | ROBINHOOD MKTS INC | $295,526 | – | 30,125 | +100.0% | 0.02% | – | |
| ITB | Sell | ISHARES TRus home cons etf | $303,583 | -48.0% | 3,868 | -43.3% | 0.02% | -47.6% |
| Sell | ALPS ETF TRoshares us qualt | $294,282 | -14.2% | 7,018 | -10.0% | 0.02% | -8.3% | |
| CONSTELLATION ENERGY CORP | $303,707 | +19.2% | 2,784 | 0.0% | 0.02% | +22.2% | ||
| IMTB | Sell | ISHARES TRcr 5 10 yr etf | $296,490 | -5.3% | 7,201 | -0.9% | 0.02% | 0.0% |
| IFRA | New | ISHARES TRus infrastruc | $299,646 | – | 8,189 | +100.0% | 0.02% | – |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $290,266 | -10.1% | 16,759 | -6.4% | 0.02% | -8.7% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $287,084 | +12.0% | 10,846 | +14.4% | 0.02% | +16.7% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $285,322 | -8.0% | 2,324 | -5.6% | 0.02% | -4.5% |
| VTR | Sell | VENTAS INC | $280,306 | -12.5% | 6,653 | -1.9% | 0.02% | -8.7% |
| IPAY | Sell | ETF MANAGERS TRprime mobile pay | $278,501 | -11.6% | 7,123 | -3.5% | 0.02% | -4.5% |
| IYK | Sell | ISHARES TRus consm staples | $288,784 | -21.7% | 1,548 | -15.9% | 0.02% | -19.2% |
| TDV | Buy | PROSHARES TRs&p tech dividen | $286,498 | -5.4% | 4,611 | +0.9% | 0.02% | -4.5% |
| IUSV | ISHARES TRcore s&p us vlu | $281,242 | -4.7% | 3,769 | 0.0% | 0.02% | 0.0% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $279,962 | -4.3% | 2,683 | +0.8% | 0.02% | 0.0% |
| URTH | Sell | ISHARES INCmsci world etf | $290,843 | -4.9% | 2,420 | -1.5% | 0.02% | -4.5% |
| YUM | Sell | YUM BRANDS INC | $287,007 | -11.8% | 2,297 | -2.3% | 0.02% | -8.7% |
| KBWP | Sell | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $288,257 | -5.1% | 3,427 | -7.6% | 0.02% | -4.5% |
| PAUG | Sell | INNOVATOR ETFS TRus eqty pwr bf | $278,550 | -28.4% | 8,971 | -28.0% | 0.02% | -25.0% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $281,351 | -7.8% | 4,135 | +10.0% | 0.02% | -4.5% | |
| ZTS | Buy | ZOETIS INCcl a | $264,921 | +1.5% | 1,523 | +0.5% | 0.02% | +5.3% |
| CTAS | Buy | CINTAS CORP | $265,242 | +3.5% | 551 | +7.0% | 0.02% | +11.1% |
| RSG | Buy | REPUBLIC SVCS INC | $265,663 | -4.2% | 1,864 | +3.0% | 0.02% | 0.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $276,568 | -6.0% | 3,100 | +0.2% | 0.02% | -4.8% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $265,554 | -14.1% | 22,185 | -8.3% | 0.02% | -9.1% |
| IOO | Sell | ISHARES TRglobal 100 etf | $277,213 | -22.7% | 3,785 | -19.7% | 0.02% | -23.1% |
| XAR | Sell | SPDR SER TRaerospace def | $275,138 | -68.2% | 2,454 | -65.6% | 0.02% | -67.7% |
| INTF | Buy | ISHARES TRintl eqty factor | $269,963 | +10.2% | 10,443 | +14.3% | 0.02% | +17.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $274,251 | -6.3% | 6,621 | -0.9% | 0.02% | -4.8% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $269,535 | +11.7% | 1,328 | +5.2% | 0.02% | +17.6% |
| AON | Sell | AON PLC | $273,216 | -7.1% | 843 | -1.1% | 0.02% | -4.8% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $265,544 | -5.9% | 6,549 | +0.3% | 0.02% | 0.0% |
| NEM | Sell | NEWMONT CORP | $273,788 | -32.7% | 7,410 | -22.3% | 0.02% | -31.0% |
| FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $265,544 | +8.8% | 10,660 | -3.2% | 0.02% | +17.6% |
| WEC | Sell | WEC ENERGY GROUP INC | $269,758 | -26.2% | 3,349 | -19.1% | 0.02% | -23.1% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $256,208 | -5.9% | 10,747 | -6.0% | 0.02% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $253,813 | -43.0% | 6,860 | -26.8% | 0.02% | -40.6% |
| DRI | New | DARDEN RESTAURANTS INC | $257,937 | – | 1,801 | +100.0% | 0.02% | – |
| CSM | Buy | PROSHARES TRlarge cap cre | $255,544 | -4.3% | 5,235 | +0.1% | 0.02% | 0.0% |
| NET | New | CLOUDFLARE INC | $254,741 | – | 4,041 | +100.0% | 0.02% | – |
| Sell | INVENTRUST PPTYS CORP | $262,671 | -4.7% | 11,032 | -7.4% | 0.02% | -5.0% | |
| BKNG | New | BOOKING HOLDINGS INC | $255,968 | – | 83 | +100.0% | 0.02% | – |
| Sell | WARNER BROS DISCOVERY INC | $262,157 | -16.0% | 24,140 | -3.0% | 0.02% | -13.6% | |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $254,930 | – | 11,345 | +100.0% | 0.02% | – |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $253,499 | -11.9% | 24,588 | +0.0% | 0.02% | -5.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $254,455 | -11.3% | 4,399 | -4.6% | 0.02% | -5.0% |
| FCOR | Buy | FIDELITY MERRIMACK STR TRcorp bond etf | $264,374 | +5.1% | 6,048 | +9.9% | 0.02% | +5.6% |
| WELL | Buy | WELLTOWER INC | $254,116 | +1.3% | 3,102 | +0.1% | 0.02% | +5.6% |
| CCL | Sell | CARNIVAL CORP | $263,855 | -28.5% | 19,231 | -1.9% | 0.02% | -26.9% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $262,699 | -3.1% | 25,260 | +0.4% | 0.02% | 0.0% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $256,725 | -15.1% | 15,013 | -10.3% | 0.02% | -13.6% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $254,754 | +14.5% | 3,874 | +0.3% | 0.02% | +18.8% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $252,685 | -18.2% | 10,573 | -17.3% | 0.02% | -13.6% |
| PFLD | Buy | ETF SER SOLUTIONSaam lw dur pfd | $262,575 | +0.8% | 12,624 | +1.5% | 0.02% | 0.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $251,576 | -17.2% | 2,032 | -4.5% | 0.02% | -13.6% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $260,468 | -5.1% | 5,163 | -4.7% | 0.02% | -5.0% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $242,064 | -6.4% | 5,975 | +5.5% | 0.02% | 0.0% |
| New | ANNALY CAPITAL MANAGEMENT IN | $242,681 | – | 12,902 | +100.0% | 0.02% | – | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $238,658 | -8.1% | 4,326 | +8.3% | 0.02% | -5.3% |
| JBL | Sell | JABIL INC | $241,364 | +0.0% | 1,902 | -14.9% | 0.02% | +5.9% |
| IYH | Sell | ISHARES TRus hlthcare etf | $243,558 | -30.3% | 902 | -27.7% | 0.02% | -28.0% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $244,591 | +0.6% | 2,443 | +0.6% | 0.02% | +5.9% |
| NSC | Sell | NORFOLK SOUTHN CORP | $246,591 | -24.9% | 1,252 | -13.5% | 0.02% | -21.7% |
| USIG | Sell | ISHARES TRusd inv grde etf | $240,178 | -21.0% | 4,996 | -17.7% | 0.02% | -18.2% |
| AFL | Sell | AFLAC INC | $249,845 | +6.4% | 3,255 | -3.2% | 0.02% | +5.9% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $239,200 | -9.0% | 32,456 | -2.2% | 0.02% | -5.3% |
| MU | Sell | MICRON TECHNOLOGY INC | $246,288 | -7.5% | 3,620 | -14.2% | 0.02% | -5.3% |
| EOG | Sell | EOG RES INC | $239,842 | -17.8% | 1,892 | -25.7% | 0.02% | -14.3% |
| VCEL | Sell | VERICEL CORP | $237,992 | -14.5% | 7,100 | -4.2% | 0.02% | -10.0% |
| BFA | BROWN FORMAN CORPcl a | $244,445 | -14.6% | 4,207 | 0.0% | 0.02% | -10.0% | |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $241,029 | -2.0% | 6,274 | +0.1% | 0.02% | 0.0% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $241,827 | +5.7% | 4,718 | +9.6% | 0.02% | +12.5% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $242,582 | -5.4% | 4,419 | -2.3% | 0.02% | 0.0% |
| CSQ | Sell | CALAMOS STRATEGIC TOTAL RETU | $227,596 | -8.6% | 16,176 | -4.2% | 0.02% | -5.6% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $235,465 | +11.3% | 3,700 | +11.6% | 0.02% | +13.3% |
| MRVL | New | MARVELL TECHNOLOGY INC | $225,031 | – | 4,157 | +100.0% | 0.02% | – |
| USHY | Buy | ISHARES TRbroad usd high | $230,583 | -1.3% | 6,643 | +0.4% | 0.02% | 0.0% |
| IYR | Sell | ISHARES TRu.s. real es etf | $232,632 | -20.3% | 2,977 | -11.7% | 0.02% | -19.0% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $226,068 | +1.9% | 992 | -1.9% | 0.02% | +6.2% |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $229,439 | -59.0% | 8,034 | -54.3% | 0.02% | -57.5% |
| EDOW | Buy | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $227,872 | -3.3% | 7,850 | +0.3% | 0.02% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $230,785 | -3.3% | 9,111 | +0.0% | 0.02% | 0.0% |
| FIDU | Buy | FIDELITY COVINGTON TRUSTmsci indl indx | $226,955 | -4.5% | 4,194 | +0.3% | 0.02% | 0.0% |
| ENPH | Buy | ENPHASE ENERGY INC | $233,451 | -0.3% | 1,943 | +39.0% | 0.02% | 0.0% |
| DPZ | New | DOMINOS PIZZA INC | $235,827 | – | 623 | +100.0% | 0.02% | – |
| COF | Sell | CAPITAL ONE FINL CORP | $226,194 | -15.2% | 2,331 | -4.4% | 0.02% | -10.5% |
| ALB | Sell | ALBEMARLE CORP | $217,588 | -26.3% | 1,280 | -3.3% | 0.02% | -23.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $211,552 | -0.3% | 2,935 | +4.9% | 0.02% | +6.7% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $219,400 | -8.8% | 3,857 | -4.3% | 0.02% | -5.9% |
| MOO | Sell | VANECK ETF TRUSTagribusiness etf | $220,121 | -17.4% | 2,797 | -14.2% | 0.02% | -15.8% |
| SJM | Buy | SMUCKER J M CO | $218,573 | -16.7% | 1,778 | +0.1% | 0.02% | -15.8% |
| L | Buy | LOEWS CORP | $215,050 | +6.6% | 3,397 | +0.0% | 0.02% | +14.3% |
| KHC | Buy | KRAFT HEINZ CO | $222,396 | -2.0% | 6,611 | +3.4% | 0.02% | 0.0% |
| CLX | Buy | CLOROX CO DEL | $221,884 | -16.6% | 1,693 | +1.3% | 0.02% | -15.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $220,409 | -6.7% | 13,294 | -3.0% | 0.02% | -5.9% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $218,297 | +0.7% | 1,481 | +3.8% | 0.02% | +6.7% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $217,834 | +7.3% | 59,518 | +9.6% | 0.02% | +14.3% |
| FLQH | FRANKLIN TEMPLETON ETF TRintl cor div til | $212,116 | -4.5% | 7,600 | 0.0% | 0.02% | 0.0% | |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $220,280 | +5.1% | 9,611 | +11.4% | 0.02% | +6.7% | |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $215,703 | -3.3% | 2,660 | +0.2% | 0.02% | 0.0% |
| CECE | Buy | CECO ENVIRONMENTAL CORP | $213,758 | +25.4% | 13,385 | +4.9% | 0.02% | +33.3% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $213,882 | +1.2% | 11,371 | +4.3% | 0.02% | +6.7% |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $211,545 | -1.4% | 9,122 | +0.0% | 0.02% | +6.7% |
| MRNA | Sell | MODERNA INC | $211,589 | -18.0% | 2,048 | -3.6% | 0.02% | -11.1% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $219,456 | -80.7% | 2,396 | -79.6% | 0.02% | -80.2% |
| CTVA | Sell | CORTEVA INC | $216,766 | -17.0% | 4,237 | -7.1% | 0.02% | -15.8% |
| SDOG | ALPS ETF TRsectr div dogs | $218,616 | -5.9% | 4,648 | 0.0% | 0.02% | -5.9% | |
| MKL | Sell | MARKEL GROUP INC | $210,566 | -34.7% | 143 | -38.6% | 0.02% | -30.4% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $221,309 | -44.3% | 1,820 | -31.9% | 0.02% | -42.9% |
| MFC | New | MANULIFE FINL CORP | $203,594 | – | 11,138 | +100.0% | 0.02% | – |
| DES | Sell | WISDOMTREE TRus smallcap divd | $207,210 | -8.5% | 7,348 | -6.6% | 0.02% | -6.2% |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $198,007 | – | 10,225 | +100.0% | 0.02% | – |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $205,174 | -41.9% | 8,729 | -41.9% | 0.02% | -40.0% |
| TRND | PACER FDS TRtrendpilot fd | $203,065 | -3.0% | 7,195 | 0.0% | 0.02% | 0.0% | |
| SPAB | SPDR SER TRportfolio agrgte | $204,018 | -4.1% | 8,382 | 0.0% | 0.02% | 0.0% | |
| FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $208,922 | +0.8% | 4,217 | +1.3% | 0.02% | 0.0% |
| EW | EDWARDS LIFESCIENCES CORP | $205,519 | -26.6% | 2,967 | 0.0% | 0.02% | -25.0% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $203,642 | -5.2% | 3,827 | +21.4% | 0.02% | 0.0% |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $200,441 | – | 4,021 | +100.0% | 0.02% | – |
| PHM | Buy | PULTE GROUP INC | $209,980 | -1.3% | 2,836 | +3.6% | 0.02% | 0.0% |
| Buy | NUSCALE PWR CORP | $209,931 | -1.1% | 42,843 | +37.2% | 0.02% | 0.0% | |
| Sell | GSK PLCsponsored adr | $206,042 | -4.2% | 5,684 | -5.8% | 0.02% | 0.0% | |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $188,484 | +54.8% | 24,866 | +59.1% | 0.01% | +55.6% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $190,404 | +43.7% | 17,389 | +49.2% | 0.01% | +55.6% |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $194,711 | -24.3% | 11,815 | 0.0% | 0.01% | -22.2% | |
| Buy | INNOVATOR ETFS TRs&p invt grd pfd | $196,693 | -3.7% | 11,166 | +0.2% | 0.01% | -6.7% | |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $182,989 | +29.8% | 12,207 | +19.8% | 0.01% | +30.0% |
| VFC | New | V F CORP | $181,775 | – | 10,287 | +100.0% | 0.01% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $170,502 | – | 11,710 | +100.0% | 0.01% | – |
| UPWK | New | UPWORK INC | $166,197 | – | 14,630 | +100.0% | 0.01% | – |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $164,458 | -0.7% | 14,502 | -1.5% | 0.01% | 0.0% |
| WWW | Buy | WOLVERINE WORLD WIDE INC | $166,449 | -35.6% | 20,651 | +17.4% | 0.01% | -33.3% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $156,303 | +0.2% | 11,117 | +2.3% | 0.01% | +9.1% |
| TGTX | TG THERAPEUTICS INC | $155,989 | -66.3% | 18,659 | 0.0% | 0.01% | -66.7% | |
| MSOS | Sell | ADVISORSHARES TRpure us cannabis | $149,940 | +42.6% | 18,884 | -0.5% | 0.01% | +57.1% |
| BCRX | Sell | BIOCRYST PHARMACEUTICALS INC | $140,892 | -9.9% | 19,900 | -10.4% | 0.01% | -9.1% |
| Sell | PERMIAN RESOURCES CORP | $141,481 | -4.7% | 10,135 | -25.2% | 0.01% | -9.1% | |
| PDT | Sell | HANCOCK JOHN PREM DIVID FD | $136,880 | -22.4% | 14,229 | -5.0% | 0.01% | -23.1% |
| Sell | LUCID GROUP INC | $140,773 | -21.5% | 25,183 | -3.2% | 0.01% | -23.1% | |
| VTRS | Sell | VIATRIS INC | $129,835 | -3.6% | 13,168 | -2.4% | 0.01% | 0.0% |
| PSEC | Sell | PROSPECT CAP CORP | $132,002 | -4.3% | 21,818 | -1.9% | 0.01% | 0.0% |
| HSC | Buy | ENVIRI CORP | $139,888 | -15.0% | 19,375 | +16.2% | 0.01% | -16.7% |
| OXLC | New | OXFORD LANE CAP CORP | $119,399 | – | 23,928 | +100.0% | 0.01% | – |
| AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND | $117,947 | -7.2% | 15,601 | +1.4% | 0.01% | 0.0% |
| SOFI | SOFI TECHNOLOGIES INC | $127,041 | -4.2% | 15,900 | 0.0% | 0.01% | 0.0% | |
| STEM | Sell | STEM INC | $105,877 | -35.2% | 24,971 | -12.6% | 0.01% | -33.3% |
| NIM | Buy | NUVEEN SELECT MAT MUN FDsh ben int | $101,871 | -5.8% | 12,027 | +0.1% | 0.01% | 0.0% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $107,148 | -12.9% | 23,705 | -12.7% | 0.01% | -11.1% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $103,933 | -19.3% | 13,533 | -13.6% | 0.01% | -11.1% |
| XFLT | New | XAI OCTAGON FLOATING RATE & | $108,670 | – | 15,636 | +100.0% | 0.01% | – |
| AGNC | New | AGNC INVT CORP | $103,573 | – | 10,972 | +100.0% | 0.01% | – |
| NNBR | Sell | NN INC | $92,647 | -22.9% | 49,810 | -1.0% | 0.01% | -22.2% |
| KRNY | KEARNY FINL CORP MD | $94,026 | -1.7% | 13,568 | 0.0% | 0.01% | 0.0% | |
| PLUG | Sell | PLUG POWER INC | $77,710 | -39.2% | 10,225 | -16.9% | 0.01% | -33.3% |
| SAN | Sell | BANCO SANTANDER S.A.adr | $81,951 | -5.0% | 21,796 | -6.3% | 0.01% | 0.0% |
| SOHO | Buy | SOTHERLY HOTELS INC | $77,064 | -0.3% | 45,600 | +11.5% | 0.01% | 0.0% |
| HBI | Buy | HANESBRANDS INC | $48,910 | +7.6% | 12,351 | +23.4% | 0.00% | +33.3% |
| MPW | New | MEDICAL PPTYS TRUST INC | $58,734 | – | 10,777 | +100.0% | 0.00% | – |
| EAF | Buy | GRAFTECH INTL LTD | $56,399 | +5.8% | 14,726 | +39.2% | 0.00% | 0.0% |
| EOD | Buy | ALLSPRING GLOBAL DIVIDEND OP | $51,914 | -5.0% | 12,882 | +2.5% | 0.00% | 0.0% |
| GAB | GABELLI EQUITY TR INC | $52,887 | -11.6% | 10,309 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY BRANDS INC | $37,451 | +53.2% | 15,670 | 0.0% | 0.00% | +50.0% | |
| TELL | TELLURIAN INC NEW | $25,288 | -17.7% | 21,800 | 0.0% | 0.00% | 0.0% | |
| MICROSTRATEGY INCnote 0.750%12/1 | $20,450 | -0.5% | 19,000 | 0.0% | 0.00% | +100.0% | ||
| VICARIOUS SURGICAL INC | $7,384 | -67.7% | 12,500 | 0.0% | 0.00% | -50.0% | ||
| FORD MTR CO DELnote 3/1 | $14,738 | -10.3% | 15,000 | 0.0% | 0.00% | 0.0% | ||
| TUP | TUPPERWARE BRANDS CORP | $18,862 | +75.0% | 13,473 | 0.0% | 0.00% | 0.0% | |
| NKLA | Sell | NIKOLA CORP | $20,313 | +6.5% | 12,938 | -6.4% | 0.00% | 0.0% |
| SNOW LAKE RES LTD | $14,190 | -41.9% | 10,750 | 0.0% | 0.00% | -50.0% | ||
| CGC | Buy | CANOPY GROWTH CORP | $15,971 | +303.2% | 20,403 | +99.8% | 0.00% | – |
| SIDUS SPACE INC | $3,861 | -21.0% | 27,000 | 0.0% | 0.00% | – | ||
| IDEX | Exit | IDEANOMICS INC | $0 | – | -20,000 | -100.0% | 0.00% | – |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $1,398 | -63.9% | 10,752 | 0.0% | 0.00% | – | |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -15,000 | -100.0% | -0.00% | – |
| KOPN | Exit | KOPIN CORP | $0 | – | -12,000 | -100.0% | -0.00% | – |
| SVRA | Exit | SAVARA INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -11,200 | -100.0% | -0.01% | – |
| CTG | Exit | COMPUTER TASK GROUP INC | $0 | – | -11,175 | -100.0% | -0.01% | – |
| PSCE | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp engy | $0 | – | -11,588 | -100.0% | -0.01% | – |
| EFT | Exit | EATON VANCE FLTING RATE INC | $0 | – | -10,056 | -100.0% | -0.01% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -936 | -100.0% | -0.01% | – |
| FHB | Exit | FIRST HAWAIIAN INC | $0 | – | -10,590 | -100.0% | -0.01% | – |
| NFRA | Exit | FLEXSHARES TRstoxx globr inf | $0 | – | -3,955 | -100.0% | -0.02% | – |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -1,863 | -100.0% | -0.02% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -6,250 | -100.0% | -0.02% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -4,665 | -100.0% | -0.02% | – |
| CELH | Exit | CELSIUS HLDGS INC | $0 | – | -1,430 | -100.0% | -0.02% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -693 | -100.0% | -0.02% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -5,961 | -100.0% | -0.02% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -5,244 | -100.0% | -0.02% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -5,635 | -100.0% | -0.02% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs short innov | $0 | – | -5,950 | -100.0% | -0.02% | – | |
| EFX | Exit | EQUIFAX INC | $0 | – | -904 | -100.0% | -0.02% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -3,448 | -100.0% | -0.02% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -2,214 | -100.0% | -0.02% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,802 | -100.0% | -0.02% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -4,993 | -100.0% | -0.02% | – |
| Exit | RBB FD INCus treasry 12 mt | $0 | – | -4,534 | -100.0% | -0.02% | – | |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -3,784 | -100.0% | -0.02% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -1,523 | -100.0% | -0.02% | – |
| GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -6,355 | -100.0% | -0.02% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -2,460 | -100.0% | -0.02% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,893 | -100.0% | -0.02% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -4,706 | -100.0% | -0.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -894 | -100.0% | -0.02% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,479 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -2,062 | -100.0% | -0.02% | – |
| SHLS | Exit | SHOALS TECHNOLOGIES GROUP INcl a | $0 | – | -9,300 | -100.0% | -0.02% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -5,870 | -100.0% | -0.02% | – |
| HPQ | Exit | HP INC | $0 | – | -8,087 | -100.0% | -0.02% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -3,620 | -100.0% | -0.02% | – |
| XME | Exit | SPDR SER TRs&p metals mng | $0 | – | -4,847 | -100.0% | -0.02% | – |
| JAGG | Exit | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $0 | – | -5,697 | -100.0% | -0.02% | – |
| INVH | Exit | INVITATION HOMES INC | $0 | – | -7,873 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -365 | -100.0% | -0.02% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -6,849 | -100.0% | -0.02% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,622 | -100.0% | -0.02% | – |
| AI | Exit | C3 AI INCcl a | $0 | – | -8,305 | -100.0% | -0.02% | – |
| NJR | Exit | NEW JERSEY RES CORP | $0 | – | -6,529 | -100.0% | -0.02% | – |
| AAAU | Exit | GOLDMAN SACHS PHYSICAL GOLDunit | $0 | – | -16,727 | -100.0% | -0.02% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -3,927 | -100.0% | -0.02% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -3,939 | -100.0% | -0.03% | – |
| DDIV | Exit | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $0 | – | -13,556 | -100.0% | -0.03% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT IN | $0 | – | -58,302 | -100.0% | -0.03% | – |
| BSY | Exit | BENTLEY SYS INC | $0 | – | -7,559 | -100.0% | -0.03% | – |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -5,416 | -100.0% | -0.03% | – |
| CRK | Exit | COMSTOCK RES INC | $0 | – | -40,786 | -100.0% | -0.03% | – |
| ZIM | Exit | ZIM INTEGRATED SHIPPING SERV | $0 | – | -44,978 | -100.0% | -0.04% | – |
| MHO | Exit | M/I HOMES INC | $0 | – | -7,123 | -100.0% | -0.04% | – |
| SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -8,089 | -100.0% | -0.04% | – |
| AMPH | Exit | AMPHASTAR PHARMACEUTICALS IN | $0 | – | -10,922 | -100.0% | -0.04% | – |
| DEA | Exit | EASTERLY GOVT PPTYS INC | $0 | – | -50,345 | -100.0% | -0.05% | – |
| Exit | WOLFSPEED INC | $0 | – | -13,981 | -100.0% | -0.06% | – | |
| HE | Exit | HAWAIIAN ELEC INDUSTRIES | $0 | – | -21,535 | -100.0% | -0.06% | – |
| Exit | ON HLDG AGnamen akt a | $0 | – | -24,337 | -100.0% | -0.06% | – | |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -12,822 | -100.0% | -0.06% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -7,354 | -100.0% | -0.07% | – |
| JHCB | Exit | JOHN HANCOCK EXCHANGE TRADEDcorporate bd | $0 | – | -65,988 | -100.0% | -0.10% | – |
| NXJ | Exit | NUVEEN NEW JERSEY QULT MUN F | $0 | – | -170,916 | -100.0% | -0.14% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -115,094 | -100.0% | -0.24% | – |
| NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -8,000 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 8.1% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 4.2% |
| INVESCO QQQ TR | 16 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
| UNITED PARCEL SERVICE INC | 16 | Q3 2023 | 11.0% |
| ISHARES TR | 16 | Q3 2023 | 20.7% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 1.8% |
| VERIZON COMMUNICATIONS INC | 16 | Q3 2023 | 1.6% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 1.1% |
| DNP SELECT INCOME FD INC | 16 | Q3 2023 | 1.1% |
View J.W. COLE ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-27 |
| 13F-HR/A | 2022-06-10 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-25 |
View J.W. COLE ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.