$366 Million is the total value of Plante Moran Financial Advisors, LLC's 1031 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 52.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PEP | Sell | PEPSICO INC COMstock | $51,613,000 | -5.0% | 364,887 | -0.4% | 14.11% | -15.9% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $48,115,000 | +132.0% | 132,076 | +118.9% | 13.16% | +105.4% |
SYK | Buy | STRYKER CORPORATION COMstock | $28,116,000 | +0.1% | 115,428 | +0.7% | 7.69% | -11.4% |
YUM | Sell | YUM BRANDS INC COMstock | $19,045,000 | -1.8% | 176,049 | -1.4% | 5.21% | -13.0% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $18,699,000 | +136.1% | 380,751 | +127.0% | 5.11% | +109.0% |
AAPL | Sell | APPLE INC COMstock | $11,722,000 | -13.1% | 95,966 | -5.6% | 3.20% | -23.0% |
SPY | Buy | SPDR S&P 500 ETFetf | $10,950,000 | +11.3% | 27,629 | +5.0% | 2.99% | -1.5% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $10,371,000 | +0.4% | 175,160 | -3.2% | 2.84% | -11.1% |
VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDetf | $7,767,000 | +127.4% | 43,905 | +111.8% | 2.12% | +101.3% |
BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL Astock | $7,714,000 | +0.8% | 20 | -9.1% | 2.11% | -10.7% |
MSFT | Sell | MICROSOFT CORP COMstock | $6,423,000 | -2.5% | 27,242 | -8.0% | 1.76% | -13.7% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $5,662,000 | -4.2% | 14,232 | -9.6% | 1.55% | -15.2% |
AMZN | Sell | AMAZON COM INC COMstock | $3,537,000 | -19.3% | 1,143 | -15.1% | 0.97% | -28.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,053,000 | -20.4% | 11,951 | -27.7% | 0.84% | -29.5% |
VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $2,909,000 | -6.2% | 11,318 | -7.5% | 0.80% | -16.9% |
VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $2,683,000 | +77.2% | 16,199 | +52.2% | 0.73% | +56.8% |
XOM | Buy | EXXON MOBIL CORP COMstock | $2,553,000 | +44.5% | 45,729 | +6.7% | 0.70% | +27.8% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $2,543,000 | +6.1% | 7,857 | -0.1% | 0.70% | -6.1% |
MRK | Buy | MERCK & CO. INC COMstock | $2,509,000 | -0.2% | 32,542 | +5.9% | 0.69% | -11.7% |
GLD | Buy | SPDR GOLD SHARESetf | $2,335,000 | -10.1% | 14,596 | +0.2% | 0.64% | -20.4% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,090,000 | +63.8% | 13,728 | +36.7% | 0.57% | +44.9% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,060,000 | -11.5% | 8,475 | -12.2% | 0.56% | -21.7% |
V | Sell | VISA INC COM CL Astock | $1,931,000 | -13.5% | 9,120 | -10.7% | 0.53% | -23.5% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,796,000 | +9.6% | 12,208 | +5.2% | 0.49% | -3.0% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $1,741,000 | +16.8% | 844 | -0.7% | 0.48% | +3.5% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $1,601,000 | -4.5% | 11,820 | -1.9% | 0.44% | -15.4% |
ABBV | Sell | ABBVIE INC COMstock | $1,578,000 | -3.2% | 14,579 | -4.2% | 0.43% | -14.5% |
HD | Buy | HOME DEPOT INC COMstock | $1,553,000 | +50.0% | 5,086 | +30.6% | 0.42% | +32.8% |
JBLU | JETBLUE AWYS CORP COMstock | $1,515,000 | +39.9% | 74,485 | 0.0% | 0.41% | +24.0% | |
CMS | CMS ENERGY CORP COMstock | $1,506,000 | +0.3% | 24,598 | 0.0% | 0.41% | -11.2% | |
INTC | Buy | INTEL CORP COMstock | $1,506,000 | +29.7% | 23,527 | +0.9% | 0.41% | +14.8% |
DIS | Buy | DISNEY WALT CO COMstock | $1,475,000 | +28.3% | 7,996 | +26.0% | 0.40% | +13.5% |
BFB | BROWN FORMAN CORP CL Bstock | $1,411,000 | -13.2% | 20,464 | 0.0% | 0.39% | -23.1% | |
VBK | Sell | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $1,411,000 | -4.1% | 5,137 | -6.6% | 0.39% | -15.2% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $1,349,000 | -2.0% | 652 | -17.0% | 0.37% | -13.2% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,342,000 | +1.5% | 8,166 | -2.8% | 0.37% | -10.0% |
IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $1,304,000 | -4.3% | 5,009 | -15.5% | 0.36% | -15.2% |
DTE | Buy | DTE ENERGY CO COMstock | $1,262,000 | +11.3% | 9,476 | +1.4% | 0.34% | -1.4% |
IWR | Sell | ISHARES RUSSELL MID-CAP ETFetf | $1,259,000 | +1.6% | 17,035 | -5.7% | 0.34% | -10.2% |
ABT | Sell | ABBOTT LABS COMstock | $1,255,000 | +0.3% | 10,469 | -8.4% | 0.34% | -11.1% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,192,000 | +44.3% | 15,715 | +38.9% | 0.33% | +27.8% |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $1,129,000 | +40.4% | 3,171 | +40.7% | 0.31% | +24.6% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,086,000 | +30.1% | 5,254 | +22.4% | 0.30% | +15.1% |
BAC | Buy | BK OF AMERICA CORP COMstock | $1,084,000 | +492.3% | 28,015 | +364.4% | 0.30% | +419.3% |
PRF | Sell | INVESCO FTSE RAFI US 1000 ETFetf | $1,060,000 | +13.4% | 6,989 | -0.4% | 0.29% | +0.3% |
PFE | Sell | PFIZER INC COMstock | $1,028,000 | -8.1% | 28,382 | -6.5% | 0.28% | -18.6% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,016,000 | +0.9% | 4,596 | -10.5% | 0.28% | -10.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,008,000 | +5.7% | 5,346 | -1.3% | 0.28% | -6.4% |
BA | Buy | BOEING CO COMstock | $1,011,000 | +50.2% | 3,970 | +26.2% | 0.28% | +32.7% |
TD | Buy | TORONTO DOMINION BK ONT COM NEWstock | $961,000 | +16.3% | 14,732 | +0.7% | 0.26% | +3.1% |
OEF | Sell | ISHARES S&P 100 ETFetf | $956,000 | -14.5% | 5,319 | -18.4% | 0.26% | -24.3% |
CVX | Buy | CHEVRON CORP NEW COMstock | $938,000 | +33.2% | 8,949 | +7.4% | 0.26% | +18.0% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $901,000 | +7.5% | 2,420 | +1.3% | 0.25% | -5.0% |
BFA | BROWN FORMAN CORP CL Astock | $853,000 | -13.4% | 13,404 | 0.0% | 0.23% | -23.4% | |
HON | Buy | HONEYWELL INTL INC COMstock | $824,000 | +78.0% | 3,795 | +74.2% | 0.22% | +57.3% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $795,000 | +48.6% | 2,254 | +58.6% | 0.22% | +31.5% |
SDY | Sell | SPDR S&P DIVIDEND ETFetf | $758,000 | -12.3% | 6,426 | -21.2% | 0.21% | -22.5% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $732,000 | +20.2% | 6,745 | +1.7% | 0.20% | +6.4% |
SBUX | Sell | STARBUCKS CORP COMstock | $712,000 | -15.4% | 6,513 | -17.3% | 0.20% | -25.0% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $701,000 | +5.4% | 4,623 | -4.9% | 0.19% | -6.3% |
SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $688,000 | +0.6% | 12,195 | -1.4% | 0.19% | -10.9% |
F | Buy | FORD MTR CO DEL COMstock | $680,000 | +42.9% | 55,522 | +2.4% | 0.19% | +26.5% |
MCD | Buy | MCDONALDS CORP COMstock | $678,000 | +10.1% | 3,026 | +5.4% | 0.18% | -2.6% |
AMAT | Sell | APPLIED MATLS INC COMstock | $656,000 | +0.3% | 4,911 | -35.2% | 0.18% | -11.4% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $651,000 | +4.7% | 5,715 | +8.6% | 0.18% | -7.3% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $635,000 | -6.6% | 3,459 | -22.2% | 0.17% | -17.1% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $612,000 | +322.1% | 2,520 | +305.8% | 0.17% | +271.1% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $607,000 | -2.9% | 4,555 | -8.2% | 0.17% | -14.0% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $588,000 | -1.8% | 1,102 | -3.9% | 0.16% | -13.0% |
VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $586,000 | +1.7% | 4,456 | -7.9% | 0.16% | -10.1% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $585,000 | +11.9% | 10,811 | +8.3% | 0.16% | -1.2% |
AMGN | Buy | AMGEN INC COMstock | $583,000 | +19.0% | 2,343 | +9.8% | 0.16% | +5.3% |
KO | Buy | COCA COLA CO COMstock | $566,000 | +0.4% | 10,730 | +4.3% | 0.16% | -10.9% |
GNTX | Buy | GENTEX CORP COMstock | $567,000 | +203.2% | 15,890 | +187.9% | 0.16% | +167.2% |
FB | Sell | FACEBOOK INC CL Astock | $549,000 | -11.9% | 1,864 | -18.2% | 0.15% | -21.9% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $541,000 | +12.2% | 9,248 | +12.1% | 0.15% | -0.7% |
WMT | Buy | WALMART INC COMstock | $522,000 | -4.2% | 3,840 | +1.5% | 0.14% | -14.9% |
MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $505,000 | +15.0% | 1,062 | +1.7% | 0.14% | +1.5% |
TXN | Sell | TEXAS INSTRS INC COMstock | $494,000 | +14.9% | 2,613 | -0.3% | 0.14% | +1.5% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $484,000 | -4.0% | 6,266 | -11.1% | 0.13% | -15.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $475,000 | +11.8% | 7,523 | +9.7% | 0.13% | -0.8% |
AON | Buy | AON PLC SHS CL Astock | $454,000 | +20.1% | 1,974 | +10.3% | 0.12% | +6.0% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $454,000 | -1.3% | 5,999 | +0.6% | 0.12% | -12.7% |
RCM | Buy | R1 RCM INC COMstock | $441,000 | +332.4% | 17,858 | +320.7% | 0.12% | +278.1% |
PRA | Sell | PROASSURANCE CORP COMstock | $441,000 | +12.2% | 16,482 | -25.4% | 0.12% | 0.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $432,000 | +118.2% | 947 | +122.3% | 0.12% | +93.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $433,000 | -43.4% | 7,438 | -42.9% | 0.12% | -50.0% |
INTU | Buy | INTUIT COMstock | $427,000 | +636.2% | 1,115 | +633.6% | 0.12% | +550.0% |
ORCL | Sell | ORACLE CORP COMstock | $423,000 | -3.6% | 6,027 | -11.1% | 0.12% | -14.7% |
MMM | Sell | 3M CO COMstock | $419,000 | +9.1% | 2,174 | -1.0% | 0.12% | -3.4% |
CVS | Sell | CVS HEALTH CORP COMstock | $416,000 | -22.5% | 5,531 | -29.6% | 0.11% | -31.3% |
QCOM | Buy | QUALCOMM INC COMstock | $410,000 | +142.6% | 3,090 | +178.9% | 0.11% | +115.4% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $403,000 | +16.5% | 4,819 | +26.9% | 0.11% | +2.8% |
BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $401,000 | 0.0% | 2,620 | 0.0% | 0.11% | -11.3% | |
ETR | Buy | ENTERGY CORP NEW COMstock | $388,000 | +7.2% | 3,898 | +7.6% | 0.11% | -5.4% |
AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $384,000 | +58.7% | 16,050 | +4.6% | 0.10% | +40.0% |
NEOG | NEOGEN CORP COMstock | $382,000 | +12.0% | 4,299 | 0.0% | 0.10% | -1.0% | |
TGT | Buy | TARGET CORP COMstock | $376,000 | +17.5% | 1,897 | +4.6% | 0.10% | +4.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $378,000 | -15.8% | 795 | -11.5% | 0.10% | -25.9% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $376,000 | -5.5% | 4,238 | -11.8% | 0.10% | -16.3% |
USCR | U S CONCRETE INC COMstock | $367,000 | +83.5% | 5,000 | 0.0% | 0.10% | +61.3% | |
NKE | Buy | NIKE INC CL Bstock | $367,000 | +3.7% | 2,760 | +10.3% | 0.10% | -8.3% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $366,000 | +490.3% | 1,326 | +459.5% | 0.10% | +426.3% |
XPO | Sell | XPO LOGISTICS INC COMstock | $361,000 | -11.1% | 2,929 | -14.0% | 0.10% | -20.8% |
SLV | Sell | ISHARES SILVER TRUSTetf | $360,000 | -8.4% | 15,881 | -0.7% | 0.10% | -19.0% |
GE | Buy | GENERAL ELECTRIC CO COMstock | $353,000 | +26.5% | 26,884 | +4.2% | 0.10% | +12.8% |
EMR | Buy | EMERSON ELEC CO COMstock | $352,000 | +17.3% | 3,897 | +4.4% | 0.10% | +3.2% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $350,000 | -6.9% | 1,543 | -4.5% | 0.10% | -17.2% |
CLX | Sell | CLOROX CO DEL COMstock | $347,000 | -15.6% | 1,798 | -11.7% | 0.10% | -25.2% |
IAU | Buy | ISHARES COMEX GOLD TRUSTetf | $345,000 | -9.7% | 21,193 | +0.6% | 0.09% | -20.3% |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $345,000 | +1400.0% | 711 | +1065.6% | 0.09% | +1242.9% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $345,000 | +17.3% | 2,952 | +13.8% | 0.09% | +3.3% |
CTAS | CINTAS CORP COMstock | $341,000 | -3.4% | 1,000 | 0.0% | 0.09% | -14.7% | |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $339,000 | +46.8% | 7,026 | +22.5% | 0.09% | +31.0% |
T | Sell | AT&T INC COMstock | $340,000 | -15.8% | 11,225 | -20.0% | 0.09% | -25.6% |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $335,000 | -0.6% | 3,280 | 0.0% | 0.09% | -11.5% | |
ETN | Buy | EATON CORP PLC SHSstock | $331,000 | +29.8% | 2,396 | +13.0% | 0.09% | +15.2% |
TSLA | Sell | TESLA INC COMstock | $334,000 | -47.3% | 500 | -44.4% | 0.09% | -53.6% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $330,000 | +1733.3% | 4,200 | +2000.0% | 0.09% | +1400.0% |
SHOP | Buy | SHOPIFY INC CL Astock | $323,000 | +77.5% | 292 | +81.4% | 0.09% | +57.1% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $318,000 | +37.1% | 14,458 | +21.9% | 0.09% | +20.8% |
IDXX | Buy | IDEXX LABS INC COMstock | $317,000 | +560.4% | 647 | +567.0% | 0.09% | +480.0% |
SCHW | Sell | SCHWAB CHARLES CORP COMstock | $317,000 | -8.6% | 4,871 | -25.6% | 0.09% | -18.7% |
CNI | Buy | CANADIAN NATL RY CO COMstock | $311,000 | +11.5% | 2,682 | +5.6% | 0.08% | -1.2% |
VYM | VANGUARD HIGH DIVIDEND YIELD ETFetf | $306,000 | +10.5% | 3,027 | 0.0% | 0.08% | -2.3% | |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $306,000 | -2.2% | 2,040 | 0.0% | 0.08% | -13.4% | |
UNP | Buy | UNION PAC CORP COMstock | $301,000 | +39.4% | 1,366 | +31.6% | 0.08% | +22.4% |
CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $300,000 | -33.9% | 1,645 | -23.3% | 0.08% | -41.4% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $295,000 | +2358.3% | 1,680 | +2000.0% | 0.08% | +1925.0% |
FDX | Buy | FEDEX CORP COMstock | $298,000 | +14.6% | 1,050 | +5.0% | 0.08% | +1.2% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $291,000 | +90.2% | 7,449 | +46.9% | 0.08% | +70.2% |
MLM | MARTIN MARIETTA MATLS INC COMstock | $292,000 | +18.2% | 871 | 0.0% | 0.08% | +5.3% | |
CSCO | Sell | CISCO SYS INC COMstock | $279,000 | -35.3% | 5,402 | -43.9% | 0.08% | -42.9% |
J | JACOBS ENGR GROUP INC COMstock | $277,000 | +18.4% | 2,144 | 0.0% | 0.08% | +5.6% | |
WDAY | New | WORKDAY INC CL Astock | $276,000 | – | 1,112 | +100.0% | 0.08% | – |
SDC | Sell | SMILEDIRECTCLUB INC CL A COMstock | $274,000 | -27.3% | 26,549 | -15.8% | 0.08% | -35.3% |
CRM | Buy | SALESFORCE COM INC COMstock | $271,000 | +111.7% | 1,279 | +123.2% | 0.07% | +85.0% |
BX | Sell | BLACKSTONE GROUP INC COMstock | $270,000 | -45.1% | 3,616 | -52.4% | 0.07% | -51.3% |
AEE | AMEREN CORP COMstock | $262,000 | +4.4% | 3,216 | 0.0% | 0.07% | -7.7% | |
LLY | Sell | LILLY ELI & CO COMstock | $255,000 | -24.1% | 1,364 | -31.5% | 0.07% | -32.7% |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $257,000 | -50.1% | 1,077 | -53.1% | 0.07% | -56.0% |
SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $257,000 | +22.4% | 4,423 | +18.6% | 0.07% | +7.7% |
K | Sell | KELLOGG CO COMstock | $255,000 | -3.0% | 4,021 | -4.7% | 0.07% | -13.6% |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $251,000 | -42.8% | 2,766 | -44.1% | 0.07% | -49.3% |
INMD | Sell | INMODE LTD SHSstock | $253,000 | +18.2% | 3,500 | -22.2% | 0.07% | +4.5% |
MIY | Buy | BLACKROCK MUNIYLD MICH QLTY FD COMcef | $249,000 | +4.2% | 16,580 | +1.1% | 0.07% | -8.1% |
FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $247,000 | -0.8% | 4,382 | 0.0% | 0.07% | -11.7% | |
LOW | Buy | LOWES COS INC COMstock | $244,000 | +28.4% | 1,281 | +8.5% | 0.07% | +13.6% |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $236,000 | -28.9% | 1,569 | -33.6% | 0.06% | -36.9% |
FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $234,000 | +8.8% | 2,922 | 0.0% | 0.06% | -3.0% | |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $235,000 | +4.9% | 3,650 | +1.1% | 0.06% | -7.2% |
MLHR | MILLER HERMAN INC COMstock | $233,000 | +22.0% | 5,652 | 0.0% | 0.06% | +8.5% | |
MDT | Buy | MEDTRONIC PLC SHSstock | $231,000 | +32.8% | 1,953 | +31.2% | 0.06% | +16.7% |
DVY | ISHARES SELECT DIVIDEND ETFetf | $232,000 | +19.0% | 2,032 | 0.0% | 0.06% | +5.0% | |
DOV | Sell | DOVER CORP COMstock | $223,000 | +8.3% | 1,623 | -0.7% | 0.06% | -4.7% |
MMD | Buy | MAINSTAY MACKAY DEFINEDTERM MU COMcef | $220,000 | +3.3% | 9,916 | +1.2% | 0.06% | -9.1% |
IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $221,000 | +22.1% | 1,726 | +8.7% | 0.06% | +7.1% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $218,000 | -22.7% | 1,843 | -28.8% | 0.06% | -31.0% |
PRU | Sell | PRUDENTIAL FINL INC COMstock | $214,000 | -22.5% | 2,347 | -33.6% | 0.06% | -30.6% |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $214,000 | +0.5% | 3,759 | -10.9% | 0.06% | -10.6% |
PLD | Buy | PROLOGIS INC. COMreit | $214,000 | +7.5% | 2,015 | +0.7% | 0.06% | -3.3% |
CWST | CASELLA WASTE SYS INC CL Astock | $216,000 | +2.4% | 3,400 | 0.0% | 0.06% | -9.2% | |
DOCU | DOCUSIGN INC COMstock | $211,000 | -8.7% | 1,041 | 0.0% | 0.06% | -18.3% | |
MO | Sell | ALTRIA GROUP INC COMstock | $211,000 | +3.4% | 4,127 | -16.9% | 0.06% | -7.9% |
SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $207,000 | -16.5% | 2,137 | -21.6% | 0.06% | -26.0% |
COP | Sell | CONOCOPHILLIPS COMstock | $210,000 | +24.3% | 3,957 | -6.6% | 0.06% | +9.6% |
HAL | HALLIBURTON CO COMstock | $208,000 | +13.7% | 9,694 | 0.0% | 0.06% | 0.0% | |
IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $203,000 | +18.0% | 1,100 | 0.0% | 0.06% | +5.7% | |
RPM | RPM INTL INC COMstock | $204,000 | +1.0% | 2,222 | 0.0% | 0.06% | -9.7% | |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $200,000 | +455.6% | 2,083 | +430.0% | 0.06% | +400.0% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $202,000 | -74.0% | 563 | -74.4% | 0.06% | -77.1% |
AMJ | JPMORGAN ALERIAN MLP INDEX ETNetf | $202,000 | +19.5% | 12,197 | 0.0% | 0.06% | +5.8% | |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $200,000 | +30.7% | 541 | +25.8% | 0.06% | +17.0% |
TDOC | Buy | TELADOC HEALTH INC COMstock | $198,000 | +1137.5% | 1,089 | +1261.2% | 0.05% | +980.0% |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $197,000 | -55.3% | 3,024 | -56.3% | 0.05% | -60.3% |
FTV | Buy | FORTIVE CORP COMstock | $197,000 | +3183.3% | 2,782 | +3292.7% | 0.05% | +2600.0% |
TJX | Buy | TJX COS INC NEW COMstock | $195,000 | -3.0% | 2,952 | +0.2% | 0.05% | -14.5% |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $191,000 | -11.6% | 604 | -23.8% | 0.05% | -22.4% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $192,000 | +93.9% | 2,529 | +85.8% | 0.05% | +67.7% |
EL | Buy | LAUDER ESTEE COS INC CL Astock | $190,000 | +37.7% | 653 | +25.8% | 0.05% | +20.9% |
CINF | Buy | CINCINNATI FINL CORP COMstock | $186,000 | +18.5% | 1,802 | +0.1% | 0.05% | +6.2% |
FBC | New | FLAGSTAR BANCORP INC COM PAR .001stock | $185,000 | – | 4,100 | +100.0% | 0.05% | – |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $181,000 | -46.8% | 1,279 | -51.8% | 0.05% | -53.3% |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $180,000 | +33.3% | 1,786 | +7.3% | 0.05% | +16.7% |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $175,000 | -5.4% | 2,996 | 0.0% | 0.05% | -15.8% | |
MGM | MGM RESORTS INTERNATIONAL COMstock | $175,000 | +20.7% | 4,600 | 0.0% | 0.05% | +6.7% | |
GLW | Sell | CORNING INC COMstock | $173,000 | -4.4% | 3,985 | -20.8% | 0.05% | -16.1% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $172,000 | +251.0% | 5,039 | +202.5% | 0.05% | +213.3% |
IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $172,000 | -69.1% | 768 | -70.7% | 0.05% | -72.7% |
UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $171,000 | +98.8% | 2,968 | +48.4% | 0.05% | +74.1% |
FITB | Buy | FIFTH THIRD BANCORP COMstock | $173,000 | +130.7% | 4,612 | +68.8% | 0.05% | +104.3% |
BAX | Sell | BAXTER INTL INC COMstock | $169,000 | +3.7% | 1,998 | -1.5% | 0.05% | -8.0% |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $168,000 | +2.4% | 667 | 0.0% | 0.05% | -9.8% | |
NOW | Buy | SERVICENOW INC COMstock | $163,000 | -3.6% | 326 | +6.2% | 0.04% | -13.5% |
DHR | Buy | DANAHER CORPORATION COMstock | $161,000 | +136.8% | 715 | +132.1% | 0.04% | +109.5% |
VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $156,000 | -37.6% | 727 | -38.2% | 0.04% | -44.2% |
WM | Sell | WASTE MGMT INC DEL COMstock | $158,000 | -25.8% | 1,225 | -32.2% | 0.04% | -34.8% |
CMA | COMERICA INC COMstock | $153,000 | +28.6% | 2,132 | 0.0% | 0.04% | +13.5% | |
ES | Sell | EVERSOURCE ENERGY COMstock | $155,000 | -3.1% | 1,790 | -3.1% | 0.04% | -14.3% |
CCL | Buy | CARNIVAL CORP PAIRED CTFstock | $151,000 | +586.4% | 5,671 | +453.3% | 0.04% | +485.7% |
IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $149,000 | +26.3% | 1,704 | +22.8% | 0.04% | +13.9% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $150,000 | +17.2% | 2,075 | +12.2% | 0.04% | +2.5% |
BMBL | New | BUMBLE INC COM CL Astock | $145,000 | – | 2,325 | +100.0% | 0.04% | – |
ADX | Buy | ADAMS DIVERSIFIED EQUITY FD COMcef | $146,000 | +4766.7% | 8,012 | +5350.3% | 0.04% | +3900.0% |
MCBC | MACATAWA BK CORP COMstock | $142,000 | +19.3% | 14,262 | 0.0% | 0.04% | +5.4% | |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $144,000 | +5.1% | 513 | +2.4% | 0.04% | -7.1% |
FTNT | Buy | FORTINET INC COMstock | $144,000 | +67.4% | 779 | +34.5% | 0.04% | +44.4% |
C | Buy | CITIGROUP INC COM NEWstock | $139,000 | +167.3% | 1,914 | +126.0% | 0.04% | +137.5% |
CSX | Sell | CSX CORP COMstock | $140,000 | -13.6% | 1,455 | -18.7% | 0.04% | -24.0% |
CACC | CREDIT ACCEP CORP MICH COMstock | $139,000 | +3.7% | 387 | 0.0% | 0.04% | -7.3% | |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $139,000 | +6.9% | 1,435 | +0.8% | 0.04% | -5.0% |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $135,000 | +12.5% | 1,568 | 0.0% | 0.04% | 0.0% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $137,000 | +495.7% | 1,033 | +473.9% | 0.04% | +428.6% |
HBAN | Sell | HUNTINGTON BANCSHARES INC COMstock | $131,000 | -35.1% | 8,307 | -48.1% | 0.04% | -41.9% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $132,000 | -0.8% | 179 | +10.5% | 0.04% | -12.2% |
AVGO | Buy | BROADCOM INC COMstock | $130,000 | +293.9% | 280 | +273.3% | 0.04% | +260.0% |
BLD | TOPBUILD CORP COMstock | $132,000 | +13.8% | 629 | 0.0% | 0.04% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY PLC SHSstock | $128,000 | +34.7% | 1,670 | +9.7% | 0.04% | +20.7% |
MRO | MARATHON OIL CORP COMstock | $128,000 | +60.0% | 12,000 | 0.0% | 0.04% | +40.0% | |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $128,000 | -64.0% | 924 | -65.0% | 0.04% | -68.2% |
ITW | ILLINOIS TOOL WKS INC COMstock | $127,000 | +8.5% | 575 | 0.0% | 0.04% | -2.8% | |
UBER | New | UBER TECHNOLOGIES INC COMstock | $124,000 | – | 2,275 | +100.0% | 0.03% | – |
DE | Sell | DEERE & CO COMstock | $126,000 | +29.9% | 337 | -6.9% | 0.03% | +13.3% |
SAL | Sell | SALISBURY BANCORP INC COMstock | $121,000 | +12.0% | 2,728 | -6.2% | 0.03% | 0.0% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $121,000 | +6.1% | 599 | -1.0% | 0.03% | -5.7% |
MMC | Sell | MARSH & MCLENNAN COS INC COMstock | $119,000 | +2.6% | 973 | -1.8% | 0.03% | -8.3% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $116,000 | – | 823 | +27333.3% | 0.03% | – |
D | Sell | DOMINION ENERGY INC COMstock | $118,000 | -7.1% | 1,560 | -7.5% | 0.03% | -17.9% |
VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $117,000 | +12.5% | 866 | -1.4% | 0.03% | 0.0% |
CHI | New | CALAMOS CONV OPPORTUNITIES & I SH BEN INTcef | $114,000 | – | 8,000 | +100.0% | 0.03% | – |
TSN | Sell | TYSON FOODS INC CL Astock | $114,000 | -26.0% | 1,533 | -35.8% | 0.03% | -35.4% |
PAYX | Buy | PAYCHEX INC COMstock | $113,000 | +5.6% | 1,152 | +0.3% | 0.03% | -6.1% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $115,000 | +30.7% | 535 | +17.8% | 0.03% | +14.8% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $114,000 | +22.6% | 626 | +0.6% | 0.03% | +6.9% |
MUR | MURPHY OIL CORP COMstock | $115,000 | +35.3% | 7,000 | 0.0% | 0.03% | +19.2% | |
SU | SUNCOR ENERGY INC NEW COMstock | $113,000 | +24.2% | 5,427 | 0.0% | 0.03% | +10.7% | |
SNGX | SOLIGENIX INC COMstock | $110,000 | +19.6% | 71,658 | 0.0% | 0.03% | +7.1% | |
GM | Buy | GENERAL MTRS CO COMstock | $109,000 | +808.3% | 1,899 | +585.6% | 0.03% | +650.0% |
SPGI | S&P GLOBAL INC COMstock | $111,000 | +7.8% | 314 | 0.0% | 0.03% | -6.2% | |
AFL | Buy | AFLAC INC COMstock | $107,000 | +62.1% | 2,089 | +40.6% | 0.03% | +45.0% |
IXUS | Sell | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $101,000 | -56.5% | 1,430 | -58.6% | 0.03% | -61.1% |
BLK | Buy | BLACKROCK INC COMstock | $102,000 | +47.8% | 135 | +40.6% | 0.03% | +33.3% |
SYY | Sell | SYSCO CORP COMstock | $100,000 | -28.1% | 1,264 | -32.6% | 0.03% | -37.2% |
WEN | WENDYS CO COMstock | $100,000 | -7.4% | 4,941 | 0.0% | 0.03% | -18.2% | |
LMBS | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $98,000 | 0.0% | 1,913 | 0.0% | 0.03% | -10.0% | |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $98,000 | – | 5,894 | +100.0% | 0.03% | – |
TFC | Buy | TRUIST FINL CORP COMstock | $99,000 | +147.5% | 1,689 | +102.5% | 0.03% | +125.0% |
CM | CANADIAN IMP BK COMM COMstock | $94,000 | +14.6% | 964 | 0.0% | 0.03% | +4.0% | |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $95,000 | +3.3% | 1,120 | +0.9% | 0.03% | -7.1% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $94,000 | -80.4% | 565 | -82.9% | 0.03% | -82.4% |
GIS | Buy | GENERAL MLS INC COMstock | $96,000 | +7.9% | 1,559 | +3.0% | 0.03% | -3.7% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $96,000 | -8.6% | 1,218 | -0.9% | 0.03% | -18.8% |
AMCR | AMCOR PLC ORDstock | $95,000 | 0.0% | 8,108 | 0.0% | 0.03% | -10.3% | |
IDA | IDACORP INC COMstock | $90,000 | +4.7% | 900 | 0.0% | 0.02% | -7.4% | |
SPGM | New | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFetf | $92,000 | – | 1,753 | +100.0% | 0.02% | – |
FSK | FS KKR CAP CORP COMcef | $91,000 | +19.7% | 4,565 | 0.0% | 0.02% | +8.7% | |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $92,000 | -82.7% | 1,507 | -86.8% | 0.02% | -84.8% |
WAL | New | WESTERN ALLIANCE BANCORP COMstock | $91,000 | – | 964 | +100.0% | 0.02% | – |
RY | Buy | ROYAL BK CDA COMstock | $90,000 | +260.0% | 979 | +218.9% | 0.02% | +212.5% |
CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $91,000 | +175.8% | 526 | +152.9% | 0.02% | +150.0% |
STWD | Buy | STARWOOD PPTY TR INC COMreit | $92,000 | +9100.0% | 3,735 | +7370.0% | 0.02% | – |
FRC | Sell | FIRST REP BK SAN FRANCISCO CAL COMstock | $91,000 | -24.8% | 548 | -33.3% | 0.02% | -32.4% |
COLB | Buy | COLUMBIA BKG SYS INC COMstock | $86,000 | +22.9% | 2,007 | +3.1% | 0.02% | +9.1% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $86,000 | +1.2% | 338 | +191.4% | 0.02% | -7.7% |
MS | Buy | MORGAN STANLEY COM NEWstock | $88,000 | +238.5% | 1,127 | +201.3% | 0.02% | +200.0% |
GT | GOODYEAR TIRE & RUBR CO COMstock | $88,000 | +60.0% | 5,000 | 0.0% | 0.02% | +41.2% | |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $88,000 | -35.8% | 269 | -48.2% | 0.02% | -42.9% |
OKE | Buy | ONEOK INC NEW COMstock | $89,000 | +178.1% | 1,758 | +113.6% | 0.02% | +140.0% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $89,000 | +32.8% | 1,706 | +27.4% | 0.02% | +14.3% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $85,000 | -14.1% | 1,240 | -15.1% | 0.02% | -25.8% |
DOW | Sell | DOW INC COMstock | $83,000 | -55.1% | 1,296 | -61.0% | 0.02% | -59.6% |
VTWG | Sell | VANGUARD RUSSELL 2000 GROWTH ETFetf | $83,000 | -10.8% | 379 | -15.0% | 0.02% | -20.7% |
SPYD | Sell | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $84,000 | -42.5% | 2,175 | -50.8% | 0.02% | -48.9% |
MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $85,000 | +10.4% | 1,234 | 0.0% | 0.02% | -4.2% | |
ALL | ALLSTATE CORP COMstock | $85,000 | +3.7% | 742 | 0.0% | 0.02% | -8.0% | |
GILD | Sell | GILEAD SCIENCES INC COMstock | $85,000 | -26.7% | 1,311 | -34.0% | 0.02% | -36.1% |
IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $85,000 | -24.1% | 357 | -28.7% | 0.02% | -34.3% |
HBNC | Buy | HORIZON BANCORP INC COMstock | $82,000 | +32.3% | 4,397 | +12.8% | 0.02% | +15.8% |
KEY | Buy | KEYCORP COMstock | $80,000 | +7900.0% | 4,000 | +5094.8% | 0.02% | – |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $80,000 | -8.0% | 260 | +3.6% | 0.02% | -18.5% |
GWW | GRAINGER W W INC COMstock | $80,000 | -2.4% | 200 | 0.0% | 0.02% | -12.0% | |
ANDE | Sell | ANDERSONS INC COMstock | $82,000 | -44.2% | 3,000 | -50.0% | 0.02% | -51.1% |
CHCT | New | COMMUNITY HEALTHCARE TR INC COMreit | $81,000 | – | 1,750 | +100.0% | 0.02% | – |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $82,000 | +256.5% | 360 | +249.5% | 0.02% | +214.3% |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $77,000 | -17.2% | 523 | -25.9% | 0.02% | -27.6% |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $78,000 | +875.0% | 2,838 | +762.6% | 0.02% | +950.0% |
PCAR | PACCAR INC COMstock | $76,000 | +8.6% | 813 | 0.0% | 0.02% | -4.5% | |
NVG | Buy | NUVEEN AMT FREE MUN CR INC FD COMcef | $76,000 | +28.8% | 4,521 | +28.4% | 0.02% | +16.7% |
WHR | Buy | WHIRLPOOL CORP COMstock | $73,000 | +28.1% | 333 | +5.0% | 0.02% | +11.1% |
OMC | Sell | OMNICOM GROUP INC COMstock | $74,000 | +15.6% | 1,000 | -2.2% | 0.02% | 0.0% |
ON | Sell | ON SEMICONDUCTOR CORP COMstock | $74,000 | +4.2% | 1,790 | -17.0% | 0.02% | -9.1% |
THG | Buy | HANOVER INS GROUP INC COMstock | $72,000 | +20.0% | 560 | +8.9% | 0.02% | +5.3% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $69,000 | +32.7% | 888 | +22.5% | 0.02% | +18.8% |
BNS | BANK NOVA SCOTIA B C COMstock | $71,000 | +16.4% | 1,137 | 0.0% | 0.02% | 0.0% | |
ERX | DIREXION DAILY ENERGY BULL 2X SHARESetf | $69,000 | +64.3% | 2,917 | 0.0% | 0.02% | +46.2% | |
USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $71,000 | -76.3% | 1,029 | -76.7% | 0.02% | -79.6% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $69,000 | +16.9% | 405 | +4.4% | 0.02% | +5.6% |
RKT | Sell | ROCKET COS INC COM CL Astock | $69,000 | -14.8% | 3,000 | -25.0% | 0.02% | -24.0% |
CDNA | CAREDX INC COMstock | $68,000 | -5.6% | 1,000 | 0.0% | 0.02% | -13.6% | |
ANTM | Buy | ANTHEM INC COMstock | $68,000 | +54.5% | 190 | +39.7% | 0.02% | +35.7% |
DIG | PROSHARES ULTRA OIL & GASetf | $69,000 | +64.3% | 580 | 0.0% | 0.02% | +46.2% | |
CME | Sell | CME GROUP INC COMstock | $69,000 | +1.5% | 337 | -10.1% | 0.02% | -9.5% |
O | Buy | REALTY INCOME CORP COMreit | $70,000 | +11.1% | 1,100 | +9.2% | 0.02% | 0.0% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $65,000 | -38.7% | 866 | -41.2% | 0.02% | -45.5% |
ATO | ATMOS ENERGY CORP COMstock | $65,000 | +3.2% | 661 | 0.0% | 0.02% | -5.3% | |
QQQ | Sell | INVESCO QQQ TRUSTetf | $65,000 | -72.0% | 204 | -72.4% | 0.02% | -75.0% |
VV | VANGUARD LARGE-CAP INDEX FUNDetf | $65,000 | +4.8% | 350 | 0.0% | 0.02% | -5.3% | |
FRME | Buy | FIRST MERCHANTS CORP COMstock | $67,000 | +31.4% | 1,446 | +5.2% | 0.02% | +12.5% |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $65,000 | -4.4% | 202 | 0.0% | 0.02% | -14.3% | |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $65,000 | +41.3% | 327 | +25.8% | 0.02% | +28.6% |
MCK | MCKESSON CORP COMstock | $63,000 | +10.5% | 325 | 0.0% | 0.02% | -5.6% | |
DCO | DUCOMMUN INC DEL COMstock | $63,000 | +12.5% | 1,050 | 0.0% | 0.02% | 0.0% | |
COF | Sell | CAPITAL ONE FINL CORP COMstock | $61,000 | -27.4% | 479 | -43.3% | 0.02% | -34.6% |
CPB | CAMPBELL SOUP CO COMstock | $62,000 | +3.3% | 1,233 | 0.0% | 0.02% | -10.5% | |
XFLT | New | XAI OCTAGON FLOATING RATE & AL COMcef | $61,000 | – | 6,755 | +100.0% | 0.02% | – |
WYNN | WYNN RESORTS LTD COMstock | $63,000 | +12.5% | 500 | 0.0% | 0.02% | 0.0% | |
KLAC | KLA CORP COM NEWstock | $64,000 | +28.0% | 194 | 0.0% | 0.02% | +13.3% | |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $61,000 | +35.6% | 940 | +25.3% | 0.02% | +21.4% |
IYG | ISHARES U.S. FINANCIAL SERVICES ETFetf | $63,000 | +14.5% | 366 | 0.0% | 0.02% | 0.0% | |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $62,000 | -7.5% | 1,266 | -28.3% | 0.02% | -19.0% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $59,000 | +490.0% | 349 | +512.3% | 0.02% | +433.3% |
AKAM | AKAMAI TECHNOLOGIES INC COMstock | $57,000 | -1.7% | 556 | 0.0% | 0.02% | -11.1% | |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $59,000 | +1.7% | 260 | 0.0% | 0.02% | -11.1% | |
VONG | VANGUARD RUSSELL 1000 GROWTH ETFetf | $60,000 | +1.7% | 239 | 0.0% | 0.02% | -11.1% | |
MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $58,000 | +176.2% | 311 | +152.8% | 0.02% | +166.7% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $57,000 | +338.5% | 574 | +301.4% | 0.02% | +300.0% |
ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $60,000 | – | 578 | +100.0% | 0.02% | – |
BIIB | Sell | BIOGEN INC COMstock | $60,000 | -10.4% | 214 | -21.9% | 0.02% | -23.8% |
IR | Sell | INGERSOLL RAND INC COMstock | $58,000 | -64.0% | 1,177 | -66.8% | 0.02% | -68.0% |
CTVA | Buy | CORTEVA INC COMstock | $60,000 | +114.3% | 1,283 | +77.0% | 0.02% | +77.8% |
MPC | Sell | MARATHON PETE CORP COMstock | $59,000 | -13.2% | 1,112 | -32.5% | 0.02% | -23.8% |
ENB | Sell | ENBRIDGE INC COMstock | $59,000 | +11.3% | 1,615 | -2.4% | 0.02% | 0.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $59,000 | +18.0% | 380 | +4.1% | 0.02% | +6.7% |
TYL | TYLER TECHNOLOGIES INC COMstock | $57,000 | -3.4% | 135 | 0.0% | 0.02% | -11.1% | |
CP | CANADIAN PAC RY LTD COMstock | $57,000 | +9.6% | 150 | 0.0% | 0.02% | 0.0% | |
FANG | New | DIAMONDBACK ENERGY INC COMstock | $60,000 | – | 812 | +100.0% | 0.02% | – |
HEI | Sell | HEICO CORP NEW COMstock | $59,000 | -15.7% | 465 | -11.6% | 0.02% | -27.3% |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $56,000 | -5.1% | 186 | -9.7% | 0.02% | -16.7% |
ROK | Sell | ROCKWELL AUTOMATION INC COMstock | $56,000 | -42.3% | 210 | -45.7% | 0.02% | -50.0% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $54,000 | +20.0% | 741 | +4.7% | 0.02% | +7.1% |
ICF | Sell | ISHARES COHEN & STEERS REIT ETFetf | $55,000 | -6.8% | 952 | -12.5% | 0.02% | -16.7% |
CSGP | COSTAR GROUP INC COMstock | $54,000 | -11.5% | 66 | 0.0% | 0.02% | -21.1% | |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $55,000 | -6.8% | 273 | -2.2% | 0.02% | -16.7% |
SIVR | New | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $55,000 | – | 2,324 | +100.0% | 0.02% | – |
COHR | New | COHERENT INC COMstock | $55,000 | – | 219 | +100.0% | 0.02% | – |
KKR | New | KKR & CO INC COMstock | $54,000 | – | 1,108 | +100.0% | 0.02% | – |
SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $54,000 | +5300.0% | 202 | +10000.0% | 0.02% | – |
VFC | Buy | V F CORP COMstock | $52,000 | 0.0% | 648 | +7.1% | 0.01% | -12.5% |
CWI | New | SPDR MSCI ACWI EX-US ETFetf | $51,000 | – | 1,781 | +100.0% | 0.01% | – |
WPC | WP CAREY INC COMreit | $50,000 | 0.0% | 703 | 0.0% | 0.01% | -6.7% | |
AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $53,000 | -1.9% | 1,060 | -1.2% | 0.01% | -17.6% |
STPK | New | STEM INC COMstock | $53,000 | – | 2,000 | +100.0% | 0.01% | – |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $51,000 | +41.7% | 930 | +1.8% | 0.01% | +27.3% |
FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $50,000 | 0.0% | 1,050 | 0.0% | 0.01% | -6.7% | |
USAT | Buy | CANTALOUPE INC COMstock | $53,000 | +194.4% | 4,503 | +164.9% | 0.01% | +133.3% |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $53,000 | +3.9% | 880 | 0.0% | 0.01% | -12.5% | |
DRI | DARDEN RESTAURANTS INC COMstock | $51,000 | +18.6% | 359 | 0.0% | 0.01% | +7.7% | |
VO | VANGUARD MID-CAP INDEX FUNDetf | $50,000 | +8.7% | 224 | 0.0% | 0.01% | 0.0% | |
GBCI | GLACIER BANCORP INC NEW COMstock | $52,000 | +23.8% | 904 | 0.0% | 0.01% | +7.7% | |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $50,000 | +85.2% | 1,305 | +68.0% | 0.01% | +75.0% |
FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $50,000 | 0.0% | 2,462 | 0.0% | 0.01% | -6.7% | |
REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $50,000 | -3.8% | 105 | -1.9% | 0.01% | -12.5% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $50,000 | +72.4% | 502 | +66.2% | 0.01% | +55.6% |
OXY | OCCIDENTAL PETE CORP COMstock | $53,000 | +51.4% | 2,000 | 0.0% | 0.01% | +27.3% | |
EA | Sell | ELECTRONIC ARTS INC COMstock | $51,000 | -12.1% | 377 | -6.5% | 0.01% | -22.2% |
DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $50,000 | -51.5% | 305 | -53.1% | 0.01% | -56.2% |
PEAK | Sell | HEALTHPEAK PROPERTIES INC COMreit | $52,000 | -45.8% | 1,635 | -48.3% | 0.01% | -53.3% |
WSM | Sell | WILLIAMS SONOMA INC COMstock | $51,000 | +75.9% | 284 | -1.7% | 0.01% | +55.6% |
HEIA | Buy | HEICO CORP NEW CL Astock | $53,000 | 0.0% | 467 | +3.5% | 0.01% | -12.5% |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $52,000 | +36.8% | 446 | +36.0% | 0.01% | +16.7% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $52,000 | +333.3% | 3,321 | +216.3% | 0.01% | +250.0% |
FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $48,000 | +2.1% | 339 | +2.1% | 0.01% | -13.3% |
MAS | MASCO CORP COMstock | $49,000 | +8.9% | 813 | 0.0% | 0.01% | -7.1% | |
FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $46,000 | +4.5% | 435 | +2.6% | 0.01% | -7.1% |
HSY | Sell | HERSHEY CO COMstock | $46,000 | +2.2% | 290 | -3.0% | 0.01% | -7.1% |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $49,000 | +104.2% | 893 | +115.7% | 0.01% | +85.7% |
MTB | M & T BK CORP COMstock | $47,000 | +20.5% | 310 | 0.0% | 0.01% | +8.3% | |
PSX | Sell | PHILLIPS 66 COMstock | $47,000 | +2.2% | 574 | -12.2% | 0.01% | -7.1% |
GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $46,000 | +9.5% | 3,781 | 0.0% | 0.01% | 0.0% | |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $47,000 | -7.8% | 1,239 | -12.1% | 0.01% | -18.8% |
FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $46,000 | +4.5% | 773 | 0.0% | 0.01% | -7.1% | |
DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $49,000 | – | 147 | +100.0% | 0.01% | – |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $49,000 | +36.1% | 289 | +30.2% | 0.01% | +18.2% |
PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $47,000 | – | 2,000 | +100.0% | 0.01% | – |
NX | QUANEX BLDG PRODS CORP COMstock | $47,000 | +17.5% | 1,797 | 0.0% | 0.01% | +8.3% | |
PK | PARK HOTELS & RESORTS INC COMreit | $43,000 | +26.5% | 2,000 | 0.0% | 0.01% | +9.1% | |
XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $43,000 | +59.3% | 436 | +41.6% | 0.01% | +50.0% |
BFAM | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $45,000 | 0.0% | 260 | 0.0% | 0.01% | -14.3% | |
SAVE | SPIRIT AIRLS INC COMstock | $45,000 | +50.0% | 1,231 | 0.0% | 0.01% | +33.3% | |
HQL | New | TEKLA LIFE SCIENCES INVS SH BEN INTcef | $43,000 | – | 2,181 | +100.0% | 0.01% | – |
USB | Sell | US BANCORP DEL COM NEWstock | $45,000 | -31.8% | 809 | -42.5% | 0.01% | -40.0% |
PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $43,000 | +10.3% | 232 | 0.0% | 0.01% | 0.0% | |
TWTR | Buy | TWITTER INC COMstock | $45,000 | +66.7% | 700 | +40.0% | 0.01% | +50.0% |
BSTZ | New | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $45,000 | – | 1,250 | +100.0% | 0.01% | – |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $44,000 | +29.4% | 719 | +24.2% | 0.01% | +9.1% |
NFLX | Buy | NETFLIX INC COMstock | $42,000 | +281.8% | 80 | +281.0% | 0.01% | +266.7% |
FIVN | FIVE9 INC COMstock | $40,000 | -11.1% | 256 | 0.0% | 0.01% | -21.4% | |
AGQ | New | PROSHARES ULTRA SILVERetf | $41,000 | – | 1,000 | +100.0% | 0.01% | – |
VTRS | Sell | VIATRIS INC COMstock | $39,000 | -41.8% | 2,778 | -22.5% | 0.01% | -47.6% |
BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $40,000 | – | 1,392 | +100.0% | 0.01% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $42,000 | – | 865 | +100.0% | 0.01% | – |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $39,000 | +21.9% | 3,470 | +21.9% | 0.01% | +10.0% |
ANSS | Sell | ANSYS INC COMstock | $40,000 | -37.5% | 117 | -33.9% | 0.01% | -45.0% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $40,000 | -51.8% | 148 | -57.7% | 0.01% | -57.7% |
ROKU | ROKU INC COM CL Astock | $40,000 | -2.4% | 124 | 0.0% | 0.01% | -15.4% | |
BBY | Sell | BEST BUY INC COMstock | $40,000 | -14.9% | 347 | -26.9% | 0.01% | -26.7% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $41,000 | -14.6% | 170 | -11.9% | 0.01% | -26.7% |
GLTR | New | ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $40,000 | – | 431 | +100.0% | 0.01% | – |
ALLY | Buy | ALLY FINL INC COMstock | $41,000 | +141.2% | 898 | +88.3% | 0.01% | +120.0% |
XLG | New | INVESCO S&P 500 TOP 50 ETFetf | $41,000 | – | 137 | +100.0% | 0.01% | – |
SVC | Buy | SERVICE PPTYS TR COM SH BEN INTreit | $41,000 | +272.7% | 3,460 | +246.0% | 0.01% | +266.7% |
LAD | Buy | LITHIA MTRS INC CL Astock | $40,000 | +73.9% | 102 | +32.5% | 0.01% | +57.1% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $41,000 | -61.3% | 293 | -66.5% | 0.01% | -66.7% |
TMUS | Buy | T-MOBILE US INC COMstock | $38,000 | +31.0% | 302 | +40.5% | 0.01% | +11.1% |
ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $35,000 | -38.6% | 86 | -35.3% | 0.01% | -44.4% |
NUE | Buy | NUCOR CORP COMstock | $35,000 | +52.2% | 436 | +0.7% | 0.01% | +42.9% |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $36,000 | 0.0% | 155 | 0.0% | 0.01% | -9.1% | |
NRG | NRG ENERGY INC COM NEWstock | $38,000 | 0.0% | 1,018 | 0.0% | 0.01% | -16.7% | |
SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $37,000 | -9.8% | 128 | 0.0% | 0.01% | -23.1% | |
CDK | CDK GLOBAL INC COMstock | $38,000 | +5.6% | 696 | 0.0% | 0.01% | -9.1% | |
CE | Sell | CELANESE CORP DEL COMstock | $38,000 | -35.6% | 251 | -44.3% | 0.01% | -44.4% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $37,000 | -2.6% | 269 | -2.9% | 0.01% | -16.7% |
NDAQ | NASDAQ INC COMstock | $38,000 | +11.8% | 255 | 0.0% | 0.01% | -9.1% | |
MFC | MANULIFE FINL CORP COMstock | $37,000 | +19.4% | 1,732 | 0.0% | 0.01% | 0.0% | |
NBR | NABORS INDUSTRIES LTD SHSstock | $37,000 | +60.9% | 400 | 0.0% | 0.01% | +42.9% | |
IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $36,000 | -64.7% | 456 | -67.8% | 0.01% | -68.8% |
FLXN | FLEXION THERAPEUTICS INC COMstock | $36,000 | -21.7% | 4,000 | 0.0% | 0.01% | -28.6% | |
VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $35,000 | +29.6% | 164 | +43.9% | 0.01% | +25.0% |
BXP | BOSTON PROPERTIES INC COMreit | $38,000 | +8.6% | 374 | 0.0% | 0.01% | -9.1% | |
FLT | FLEETCOR TECHNOLOGIES INC COMstock | $36,000 | -2.7% | 135 | 0.0% | 0.01% | -9.1% | |
DLTR | DOLLAR TREE INC COMstock | $35,000 | +6.1% | 310 | 0.0% | 0.01% | 0.0% | |
BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $36,000 | +3500.0% | 514 | +5040.0% | 0.01% | – |
VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $35,000 | – | 553 | +100.0% | 0.01% | – |
GII | SPDR S&P GLOBAL INFRASTRUCTURE ETFetf | $35,000 | +2.9% | 675 | 0.0% | 0.01% | -9.1% | |
SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $35,000 | – | 930 | +100.0% | 0.01% | – |
BYND | BEYOND MEAT INC COMstock | $36,000 | +5.9% | 275 | 0.0% | 0.01% | -9.1% | |
VERU | New | VERU INC COMstock | $32,000 | – | 3,000 | +100.0% | 0.01% | – |
TTD | THE TRADE DESK INC COM CL Astock | $33,000 | -17.5% | 50 | 0.0% | 0.01% | -25.0% | |
TRMB | TRIMBLE INC COMstock | $33,000 | +17.9% | 420 | 0.0% | 0.01% | 0.0% | |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $33,000 | +120.0% | 23 | +109.1% | 0.01% | +80.0% |
ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $32,000 | +23.1% | 4,170 | 0.0% | 0.01% | +12.5% | |
YTRA | New | YATRA ONLINE INC ORD SHSstock | $33,000 | – | 14,000 | +100.0% | 0.01% | – |
IXN | ISHARES GLOBAL TECH ETFetf | $32,000 | 0.0% | 105 | 0.0% | 0.01% | -10.0% | |
IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $33,000 | 0.0% | 206 | -16.9% | 0.01% | -10.0% |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $32,000 | +28.0% | 125 | 0.0% | 0.01% | +12.5% | |
LDOS | LEIDOS HOLDINGS INC COMstock | $34,000 | -8.1% | 349 | 0.0% | 0.01% | -18.2% | |
AXON | AXON ENTERPRISE INC COMstock | $34,000 | +17.2% | 240 | 0.0% | 0.01% | 0.0% | |
BOH | Buy | BANK HAWAII CORP COMstock | $32,000 | +18.5% | 361 | +0.8% | 0.01% | +12.5% |
NOK | Buy | NOKIA CORP SPONSORED ADRadr | $32,000 | 0.0% | 8,118 | +0.4% | 0.01% | -10.0% |
NTRS | NORTHERN TR CORP COMstock | $32,000 | +14.3% | 300 | 0.0% | 0.01% | 0.0% | |
NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $34,000 | -8.1% | 392 | +0.3% | 0.01% | -18.2% |
KRE | Sell | SPDR S&P REGIONAL BANKING ETFetf | $34,000 | -37.0% | 519 | -50.0% | 0.01% | -47.1% |
WTFC | WINTRUST FINL CORP COMstock | $28,000 | +21.7% | 372 | 0.0% | 0.01% | +14.3% | |
XHR | XENIA HOTELS & RESORTS INC COMreit | $29,000 | +31.8% | 1,468 | 0.0% | 0.01% | +14.3% | |
PTON | PELOTON INTERACTIVE INC CL A COMstock | $28,000 | -26.3% | 250 | 0.0% | 0.01% | -33.3% | |
ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $28,000 | +3.7% | 442 | 0.0% | 0.01% | 0.0% | |
FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $29,000 | +3.6% | 385 | -2.0% | 0.01% | -11.1% |
ESPO | New | VANECK VECTORS VIDEO GAMING AND ESPORTS ETFetf | $31,000 | – | 450 | +100.0% | 0.01% | – |
NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COMreit | $29,000 | +52.6% | 3,331 | +46.7% | 0.01% | +33.3% |
LEG | Buy | LEGGETT & PLATT INC COMstock | $31,000 | +3.3% | 678 | +0.9% | 0.01% | -11.1% |
BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $29,000 | +61.1% | 528 | 0.0% | 0.01% | +33.3% | |
GDX | Buy | VANECK VECTORS GOLD MINERS ETFetf | $31,000 | +3000.0% | 968 | +5950.0% | 0.01% | – |
FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $28,000 | +3.7% | 480 | +2.8% | 0.01% | 0.0% |
KHC | KRAFT HEINZ CO COMstock | $31,000 | +14.8% | 766 | 0.0% | 0.01% | 0.0% | |
FXH | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $28,000 | +3.7% | 255 | 0.0% | 0.01% | 0.0% | |
OUNZ | New | VAN ECK MERK GOLD TRUSTetf | $30,000 | – | 1,800 | +100.0% | 0.01% | – |
CHX | Buy | CHAMPIONX CORPORATION COMstock | $29,000 | +81.2% | 1,316 | +28.8% | 0.01% | +60.0% |
CAH | Buy | CARDINAL HEALTH INC COMstock | $28,000 | +12.0% | 464 | +0.9% | 0.01% | 0.0% |
SYF | Buy | SYNCHRONY FINANCIAL COMstock | $29,000 | +16.0% | 717 | +0.6% | 0.01% | 0.0% |
PLUS | EPLUS INC COMstock | $30,000 | +15.4% | 300 | 0.0% | 0.01% | 0.0% | |
IT | GARTNER INC COMstock | $31,000 | +14.8% | 168 | 0.0% | 0.01% | 0.0% | |
AMP | AMERIPRISE FINL INC COMstock | $30,000 | +20.0% | 129 | 0.0% | 0.01% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $30,000 | -3.2% | 197 | 0.0% | 0.01% | -20.0% | |
XEL | Sell | XCEL ENERGY INC COMstock | $30,000 | -9.1% | 447 | -9.5% | 0.01% | -20.0% |
LKFN | Buy | LAKELAND FINL CORP COMstock | $31,000 | +29.2% | 449 | +0.4% | 0.01% | +14.3% |
INFO | Buy | IHS MARKIT LTD SHSstock | $29,000 | +7.4% | 303 | +1.0% | 0.01% | 0.0% |
EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $29,000 | 0.0% | 392 | 0.0% | 0.01% | -11.1% | |
NCNA | NUCANA PLC SPONSORED ADRadr | $30,000 | +11.1% | 6,000 | 0.0% | 0.01% | 0.0% | |
IJJ | Sell | ISHARES S&P MID-CAP 400 VALUE ETFetf | $28,000 | -56.2% | 276 | -62.5% | 0.01% | -60.0% |
SQ | Sell | SQUARE INC CL Astock | $29,000 | -80.9% | 129 | -81.6% | 0.01% | -83.0% |
RH | New | RH COMstock | $24,000 | – | 41 | +100.0% | 0.01% | – |
FSKR | Buy | FS KKR CAP CORP II COMstock | $24,000 | +700.0% | 1,238 | +506.9% | 0.01% | +600.0% |
ARKG | Buy | ARK GENOMIC REVOLUTION ETFetf | $26,000 | +2500.0% | 292 | +2820.0% | 0.01% | – |
XSLV | Sell | INVESCO S&P SMALLCAP LOW VOLATILITY ETFetf | $25,000 | +4.2% | 545 | -7.3% | 0.01% | 0.0% |
ATHX | ATHERSYS INC NEW COMstock | $25,000 | +4.2% | 14,000 | 0.0% | 0.01% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $26,000 | +4.0% | 462 | 0.0% | 0.01% | -12.5% | |
LEN | LENNAR CORP CL Astock | $26,000 | +30.0% | 260 | 0.0% | 0.01% | +16.7% | |
CADE | CADENCE BANCORPORATION CL Astock | $24,000 | +26.3% | 1,135 | 0.0% | 0.01% | +16.7% | |
MGA | Buy | MAGNA INTL INC COMstock | $24,000 | +500.0% | 274 | +398.2% | 0.01% | +600.0% |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $24,000 | +4.3% | 336 | 0.0% | 0.01% | 0.0% | |
FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $25,000 | +8.7% | 505 | 0.0% | 0.01% | 0.0% | |
CLDR | New | CLOUDERA INC COMstock | $24,000 | – | 2,000 | +100.0% | 0.01% | – |
NTR | New | NUTRIEN LTD COMstock | $24,000 | – | 452 | +100.0% | 0.01% | – |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $25,000 | +8.7% | 464 | 0.0% | 0.01% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $24,000 | -7.7% | 39 | 0.0% | 0.01% | -12.5% | |
CMI | CUMMINS INC COMstock | $26,000 | +13.0% | 100 | 0.0% | 0.01% | 0.0% | |
IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $24,000 | – | 182 | +100.0% | 0.01% | – |
WU | Sell | WESTERN UN CO COMstock | $27,000 | -58.5% | 1,092 | -63.3% | 0.01% | -65.0% |
VFH | VANGUARD FINANCIALS INDEX FUNDetf | $25,000 | +19.0% | 292 | 0.0% | 0.01% | +16.7% | |
SAIC | Buy | SCIENCE APPLICATIONS INTL CORP COMstock | $27,000 | +12.5% | 318 | +24.7% | 0.01% | 0.0% |
AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $24,000 | 0.0% | 2,033 | 0.0% | 0.01% | 0.0% | |
NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $26,000 | +52.9% | 5,932 | 0.0% | 0.01% | +40.0% | |
CRH | Sell | CRH PLC ADRadr | $24,000 | +4.3% | 510 | -4.5% | 0.01% | 0.0% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $24,000 | -4.0% | 437 | +4.5% | 0.01% | -12.5% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $25,000 | +13.6% | 630 | +0.3% | 0.01% | 0.0% |
HTGC | Buy | HERCULES CAPITAL INC COMcef | $27,000 | +12.5% | 1,683 | +2.0% | 0.01% | 0.0% |
ADI | ANALOG DEVICES INC COMstock | $27,000 | +3.8% | 177 | 0.0% | 0.01% | -12.5% | |
BBEU | New | JPMORGAN BETABUILDERS EUROPE ETFetf | $26,000 | – | 943 | +100.0% | 0.01% | – |
FINX | New | GLOBAL X FINTECH THEMATIC ETFetf | $27,000 | – | 602 | +100.0% | 0.01% | – |
MIDD | New | MIDDLEBY CORP COMstock | $27,000 | – | 165 | +100.0% | 0.01% | – |
EBAY | EBAY INC. COMstock | $26,000 | +23.8% | 419 | 0.0% | 0.01% | +16.7% | |
GSK | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $25,000 | -3.8% | 700 | 0.0% | 0.01% | -12.5% | |
VICI | New | VICI PPTYS INC COMreit | $24,000 | – | 860 | +100.0% | 0.01% | – |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $24,000 | -7.7% | 217 | -2.3% | 0.01% | -12.5% |
RF | New | REGIONS FINANCIAL CORP NEW COMstock | $25,000 | – | 1,227 | +100.0% | 0.01% | – |
WPM | WHEATON PRECIOUS METALS CORP COMstock | $27,000 | -6.9% | 700 | 0.0% | 0.01% | -22.2% | |
RCEL | AVITA MEDICAL INC COMstock | $24,000 | +9.1% | 1,200 | 0.0% | 0.01% | 0.0% | |
AMLP | ALERIAN MLP ETFetf | $24,000 | +14.3% | 800 | 0.0% | 0.01% | +16.7% | |
LADR | LADDER CAP CORP CL Areit | $27,000 | +22.7% | 2,286 | 0.0% | 0.01% | 0.0% | |
EXC | EXELON CORP COMstock | $26,000 | +4.0% | 590 | 0.0% | 0.01% | -12.5% | |
IGN | ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETFetf | $27,000 | +12.5% | 400 | 0.0% | 0.01% | 0.0% | |
SKYY | New | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $27,000 | – | 287 | +100.0% | 0.01% | – |
RPAI | RETAIL PPTYS AMER INC CL Areit | $22,000 | +22.2% | 2,062 | 0.0% | 0.01% | 0.0% | |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $21,000 | 0.0% | 557 | +0.7% | 0.01% | 0.0% |
GOLD | Buy | BARRICK GOLD CORP COMstock | $23,000 | +21.1% | 1,139 | +33.4% | 0.01% | 0.0% |
VEEV | Buy | VEEVA SYS INC CL A COMstock | $22,000 | +46.7% | 83 | +53.7% | 0.01% | +20.0% |
ZTS | Sell | ZOETIS INC CL Astock | $21,000 | -12.5% | 132 | -9.6% | 0.01% | -14.3% |
MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $23,000 | +9.5% | 300 | 0.0% | 0.01% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $22,000 | 0.0% | 503 | 0.0% | 0.01% | -14.3% | |
SMH | New | VANECK VECTORS SEMICONDUCTOR ETFetf | $23,000 | – | 93 | +100.0% | 0.01% | – |
HSIC | HENRY SCHEIN INC COMstock | $23,000 | +4.5% | 330 | 0.0% | 0.01% | -14.3% | |
VLO | Sell | VALERO ENERGY CORP COMstock | $22,000 | -79.6% | 312 | -83.7% | 0.01% | -81.8% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP INC COMstock | $20,000 | -84.0% | 336 | -86.7% | 0.01% | -87.2% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $18,000 | -25.0% | 438 | -31.3% | 0.01% | -28.6% |
NBB | NUVEEN TAXABLE MUNICPAL INM FD COMcef | $18,000 | -5.3% | 814 | 0.0% | 0.01% | -16.7% | |
CCIV | New | CHURCHILL CAPITAL CORP IV CL Astock | $19,000 | – | 820 | +100.0% | 0.01% | – |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $17,000 | -22.7% | 243 | -24.3% | 0.01% | -28.6% |
HIG | HARTFORD FINL SVCS GROUP INC COMstock | $17,000 | +41.7% | 251 | 0.0% | 0.01% | +25.0% | |
ENZL | New | ISHARES MSCI NEW ZEALAND CAPPED ETFetf | $17,000 | – | 272 | +100.0% | 0.01% | – |
INVH | Buy | INVITATION HOMES INC COMreit | $18,000 | +50.0% | 549 | +38.3% | 0.01% | +25.0% |
IDCC | Buy | INTERDIGITAL INC COMstock | $18,000 | +50.0% | 281 | +40.5% | 0.01% | +25.0% |
SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $18,000 | – | 560 | +100.0% | 0.01% | – |
LHCG | LHC GROUP INC COMstock | $18,000 | -10.0% | 93 | 0.0% | 0.01% | -16.7% | |
FNDX | New | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $20,000 | – | 378 | +100.0% | 0.01% | – |
WELL | Buy | WELLTOWER INC COMreit | $17,000 | +21.4% | 236 | +5.8% | 0.01% | +25.0% |
BP | Sell | BP PLC SPONSORED ADRadr | $18,000 | -48.6% | 730 | -57.8% | 0.01% | -54.5% |
FAST | Buy | FASTENAL CO COMstock | $18,000 | +260.0% | 360 | +227.3% | 0.01% | +150.0% |
LIN | Sell | LINDE PLC SHSstock | $17,000 | 0.0% | 60 | -9.1% | 0.01% | 0.0% |
BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $18,000 | 0.0% | 700 | 0.0% | 0.01% | -16.7% | |
NOBL | New | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $18,000 | – | 212 | +100.0% | 0.01% | – |
ECL | ECOLAB INC COMstock | $20,000 | 0.0% | 94 | 0.0% | 0.01% | -16.7% | |
EIM | New | EATON VANCE MUN BD FD COMcef | $20,000 | – | 1,500 | +100.0% | 0.01% | – |
EOI | New | EATON VANCE ENHANCED EQUITY IN COMcef | $17,000 | – | 1,000 | +100.0% | 0.01% | – |
SPHD | New | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $19,000 | – | 437 | +100.0% | 0.01% | – |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $17,000 | -83.8% | 103 | -84.8% | 0.01% | -84.4% |
MOH | MOLINA HEALTHCARE INC COMstock | $17,000 | +6.2% | 74 | 0.0% | 0.01% | 0.0% | |
PGR | Sell | PROGRESSIVE CORP COMstock | $18,000 | -18.2% | 191 | -15.9% | 0.01% | -28.6% |
DELL | DELL TECHNOLOGIES INC CL Cstock | $20,000 | +17.6% | 229 | 0.0% | 0.01% | 0.0% | |
VRSN | VERISIGN INC COMstock | $20,000 | -9.1% | 100 | 0.0% | 0.01% | -28.6% | |
SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $19,000 | 0.0% | 3,177 | 0.0% | 0.01% | -16.7% | |
CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
MRVL | New | MARVELL TECHNOLOGY INC COMstock | $13,000 | – | 265 | +100.0% | 0.00% | – |
ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $13,000 | -18.8% | 554 | 0.0% | 0.00% | -20.0% | |
BLL | Buy | BALL CORP COMstock | $15,000 | 0.0% | 173 | +10.9% | 0.00% | -20.0% |
STLD | STEEL DYNAMICS INC COMstock | $13,000 | +30.0% | 265 | 0.0% | 0.00% | +33.3% | |
BOND | New | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $16,000 | – | 143 | +100.0% | 0.00% | – |
AVB | Sell | AVALONBAY CMNTYS INC COMreit | $16,000 | -42.9% | 87 | -50.0% | 0.00% | -55.6% |
KEP | KOREA ELEC PWR CORP SPONSORED ADRadr | $13,000 | -13.3% | 1,250 | 0.0% | 0.00% | -20.0% | |
FBHS | Sell | FORTUNE BRANDS HOME & SEC INC COMstock | $13,000 | +8.3% | 134 | -4.3% | 0.00% | 0.0% |
AZO | Sell | AUTOZONE INC COMstock | $14,000 | -58.8% | 10 | -65.5% | 0.00% | -63.6% |
PHM | Sell | PULTE GROUP INC COMstock | $15,000 | +15.4% | 291 | -1.7% | 0.00% | 0.0% |
UFPI | Sell | UFP INDUSTRIES INC COMstock | $15,000 | +25.0% | 202 | -4.7% | 0.00% | 0.0% |
ULTA | Buy | ULTA BEAUTY INC COMstock | $14,000 | +55.6% | 46 | +48.4% | 0.00% | +33.3% |
CAT | Sell | CATERPILLAR INC COMstock | $13,000 | -88.9% | 55 | -91.4% | 0.00% | -88.9% |
ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $16,000 | -11.1% | 99 | 0.0% | 0.00% | -33.3% | |
MTH | MERITAGE HOMES CORP COMstock | $15,000 | +7.1% | 165 | 0.0% | 0.00% | 0.0% | |
CI | Sell | CIGNA CORP NEW COMstock | $15,000 | +7.1% | 62 | -6.1% | 0.00% | 0.0% |
SPLK | SPLUNK INC COMstock | $14,000 | -17.6% | 100 | 0.0% | 0.00% | -20.0% | |
BBN | BLACKROCK TAX MUNICPAL BD TR SHScef | $13,000 | -7.1% | 528 | 0.0% | 0.00% | 0.0% | |
XRT | New | SPDR S&P RETAIL ETFetf | $15,000 | – | 172 | +100.0% | 0.00% | – |
PUMP | PROPETRO HLDG CORP COMstock | $14,000 | +40.0% | 1,300 | 0.0% | 0.00% | +33.3% | |
SHYF | SHYFT GROUP INC COMstock | $15,000 | +25.0% | 415 | 0.0% | 0.00% | 0.0% | |
BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETFetf | $14,000 | – | 504 | +100.0% | 0.00% | – |
NWL | NEWELL BRANDS INC COMstock | $13,000 | +18.2% | 500 | 0.0% | 0.00% | +33.3% | |
ONVO | ORGANOVO HLDGS INC COM NEWstock | $15,000 | -21.1% | 1,550 | 0.0% | 0.00% | -33.3% | |
CRUS | CIRRUS LOGIC INC COMstock | $13,000 | +8.3% | 150 | 0.0% | 0.00% | 0.0% | |
BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $15,000 | – | 507 | +100.0% | 0.00% | – |
NID | New | NUVEEN INTER DURATION MUN TERM COMcef | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
GPK | New | GRAPHIC PACKAGING HLDG CO COMstock | $15,000 | – | 821 | +100.0% | 0.00% | – |
IUSB | New | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $16,000 | – | 294 | +100.0% | 0.00% | – |
BDC | New | BELDEN INC COMstock | $14,000 | – | 306 | +100.0% | 0.00% | – |
NICE | Sell | NICE LTD SPONSORED ADRadr | $15,000 | -25.0% | 67 | -2.9% | 0.00% | -33.3% |
LBTYK | Buy | LIBERTY GLOBAL PLC SHS CL Cstock | $14,000 | +100.0% | 565 | +88.3% | 0.00% | +100.0% |
BIO | Sell | BIO RAD LABS INC CL Astock | $13,000 | -13.3% | 23 | -11.5% | 0.00% | -20.0% |
EWJ | New | ISHARES MSCI JAPAN ETFetf | $16,000 | – | 231 | +100.0% | 0.00% | – |
LNT | Sell | ALLIANT ENERGY CORP COMstock | $16,000 | -71.9% | 300 | -72.7% | 0.00% | -77.8% |
SPPI | SPECTRUM PHARMACEUTICALS INC COMstock | $14,000 | 0.0% | 4,175 | 0.0% | 0.00% | 0.0% | |
BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $14,000 | +7.7% | 325 | 0.0% | 0.00% | 0.0% | |
NAD | New | NUVEEN QUALITY MUNCP INCOME FD COMcef | $15,000 | – | 1,000 | +100.0% | 0.00% | – |
NIO | Buy | NIO INC SPON ADSadr | $16,000 | +220.0% | 400 | +300.0% | 0.00% | +100.0% |
SLM | New | SLM CORP COMstock | $14,000 | – | 764 | +100.0% | 0.00% | – |
XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $15,000 | – | 200 | +100.0% | 0.00% | – |
SKT | New | TANGER FACTORY OUTLET CTRS INC COMreit | $15,000 | – | 1,000 | +100.0% | 0.00% | – |
SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $16,000 | +6.7% | 153 | 0.0% | 0.00% | -20.0% | |
HOLX | HOLOGIC INC COMstock | $15,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
SLF | Sell | SUN LIFE FINANCIAL INC. COMstock | $13,000 | +8.3% | 256 | -6.2% | 0.00% | 0.0% |
ONTO | New | ONTO INNOVATION INC COMstock | $13,000 | – | 200 | +100.0% | 0.00% | – |
TUSA | FIRST TRUST TOTAL US MARKET ALPHADEX ETFetf | $15,000 | +15.4% | 323 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $13,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
BC | Sell | BRUNSWICK CORP COMstock | $14,000 | -56.2% | 149 | -64.9% | 0.00% | -60.0% |
RHI | New | ROBERT HALF INTL INC COMstock | $16,000 | – | 200 | +100.0% | 0.00% | – |
FMC | Sell | FMC CORP COM NEWstock | $14,000 | -12.5% | 130 | -5.1% | 0.00% | -20.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $14,000 | +16.7% | 125 | 0.0% | 0.00% | 0.0% | |
SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $15,000 | +7.1% | 982 | +2.0% | 0.00% | 0.0% |
TTEK | TETRA TECH INC NEW COMstock | $16,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% | |
PWB | New | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $15,000 | – | 224 | +100.0% | 0.00% | – |
FISV | Buy | FISERV INC COMstock | $15,000 | +15.4% | 130 | +14.0% | 0.00% | 0.0% |
UNF | Sell | UNIFIRST CORP MASS COMstock | $10,000 | -23.1% | 44 | -29.0% | 0.00% | -25.0% |
NSIT | New | INSIGHT ENTERPRISES INC COMstock | $10,000 | – | 109 | +100.0% | 0.00% | – |
ILMN | ILLUMINA INC COMstock | $12,000 | 0.0% | 32 | 0.0% | 0.00% | -25.0% | |
SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $10,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
ABM | New | ABM INDS INC COMstock | $10,000 | – | 194 | +100.0% | 0.00% | – |
HPQ | Buy | HP INC COMstock | $10,000 | – | 300 | +100.0% | 0.00% | – |
INT | New | WORLD FUEL SVCS CORP COMstock | $10,000 | – | 270 | +100.0% | 0.00% | – |
KMF | New | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $10,000 | – | 1,500 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORP COMstock | $12,000 | – | 200 | +100.0% | 0.00% | – |
LPLA | LPL FINL HLDGS INC COMstock | $11,000 | +37.5% | 74 | 0.0% | 0.00% | +50.0% | |
SCHC | New | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $11,000 | – | 284 | +100.0% | 0.00% | – |
WCC | New | WESCO INTL INC COMstock | $10,000 | – | 112 | +100.0% | 0.00% | – |
SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $11,000 | – | 223 | +100.0% | 0.00% | – |
TEL | TE CONNECTIVITY LTD REG SHSstock | $10,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
FSTA | Buy | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $12,000 | +20.0% | 288 | +12.1% | 0.00% | 0.0% |
EXAS | Sell | EXACT SCIENCES CORP COMstock | $12,000 | -81.5% | 90 | -81.6% | 0.00% | -85.0% |
EOLS | EVOLUS INC COMstock | $12,000 | +300.0% | 954 | 0.0% | 0.00% | +200.0% | |
MUX | New | MCEWEN MNG INC COMstock | $10,000 | – | 10,000 | +100.0% | 0.00% | – |
TAP | New | MOLSON COORS BEVERAGE CO CL Bstock | $10,000 | – | 200 | +100.0% | 0.00% | – |
KTF | New | DWS MUN INCOME TR COMcef | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
CPRT | COPART INC COMstock | $11,000 | -15.4% | 100 | 0.0% | 0.00% | -25.0% | |
NVO | New | NOVO-NORDISK A S ADRadr | $11,000 | – | 160 | +100.0% | 0.00% | – |
CFG | CITIZENS FINL GROUP INC COMstock | $12,000 | +33.3% | 262 | 0.0% | 0.00% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $10,000 | +11.1% | 20 | 0.0% | 0.00% | 0.0% | |
BB | Buy | BLACKBERRY LTD COMstock | $12,000 | +33.3% | 1,402 | +0.1% | 0.00% | 0.0% |
OHI | Sell | OMEGA HEALTHCARE INVS INC COMreit | $11,000 | -71.1% | 309 | -70.1% | 0.00% | -75.0% |
OPK | OPKO HEALTH INC COMstock | $12,000 | +9.1% | 2,825 | 0.0% | 0.00% | 0.0% | |
CG | New | CARLYLE GROUP INC COMstock | $11,000 | – | 300 | +100.0% | 0.00% | – |
HZNP | Sell | HORIZON THERAPEUTICS PUB L SHSstock | $12,000 | -14.3% | 135 | -29.3% | 0.00% | -25.0% |
CSIQ | New | CANADIAN SOLAR INC COMstock | $10,000 | – | 200 | +100.0% | 0.00% | – |
AMG | New | AFFILIATED MANAGERS GROUP INC COMstock | $11,000 | – | 73 | +100.0% | 0.00% | – |
OLED | UNIVERSAL DISPLAY CORP COMstock | $12,000 | +9.1% | 50 | 0.0% | 0.00% | 0.0% | |
TWLO | Buy | TWILIO INC CL Astock | $10,000 | +25.0% | 29 | +16.0% | 0.00% | +50.0% |
RELX | RELX PLC SPONSORED ADRadr | $10,000 | 0.0% | 389 | 0.0% | 0.00% | 0.0% | |
RGEN | New | REPLIGEN CORP COMstock | $10,000 | – | 50 | +100.0% | 0.00% | – |
TYG | New | TORTOISE ENERGY INFRA CORP COMcef | $10,000 | – | 400 | +100.0% | 0.00% | – |
TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $11,000 | -8.3% | 60 | 0.0% | 0.00% | -25.0% | |
RDSA | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $11,000 | +10.0% | 290 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $11,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
SNV | New | SYNOVUS FINL CORP COM NEWstock | $10,000 | – | 219 | +100.0% | 0.00% | – |
SIRI | Sell | SIRIUS XM HOLDINGS INC COMstock | $12,000 | -64.7% | 2,035 | -62.1% | 0.00% | -72.7% |
IXC | New | ISHARES GLOBAL ENERGY ETFetf | $10,000 | – | 394 | +100.0% | 0.00% | – |
IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $10,000 | +900.0% | 68 | +1260.0% | 0.00% | – |
ASGN | New | ASGN INC COMstock | $7,000 | – | 70 | +100.0% | 0.00% | – |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $6,000 | +100.0% | 68 | +83.8% | 0.00% | +100.0% |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $8,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $6,000 | – | 188 | +100.0% | 0.00% | – |
CLIR | CLEARSIGN TECHNOLOGIES CORP COMstock | $6,000 | +100.0% | 1,000 | 0.0% | 0.00% | +100.0% | |
FNDA | New | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $7,000 | – | 137 | +100.0% | 0.00% | – |
NI | NISOURCE INC COMstock | $8,000 | +14.3% | 323 | 0.0% | 0.00% | 0.0% | |
BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $6,000 | – | 71 | +100.0% | 0.00% | – |
BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $6,000 | – | 65 | +100.0% | 0.00% | – |
DOX | AMDOCS LTD SHSstock | $9,000 | 0.0% | 130 | 0.0% | 0.00% | -33.3% | |
CAG | Sell | CONAGRA BRANDS INC COMstock | $8,000 | -46.7% | 200 | -50.0% | 0.00% | -60.0% |
CNXC | Buy | CONCENTRIX CORP COMstock | $9,000 | – | 62 | +1450.0% | 0.00% | – |
NAVI | New | NAVIENT CORPORATION COMstock | $7,000 | – | 523 | +100.0% | 0.00% | – |
ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $7,000 | -56.2% | 13 | -56.7% | 0.00% | -60.0% |
NCR | New | NCR CORP NEW COMstock | $6,000 | – | 171 | +100.0% | 0.00% | – |
VVV | New | VALVOLINE INC COMstock | $9,000 | – | 340 | +100.0% | 0.00% | – |
MUSA | MURPHY USA INC COMstock | $9,000 | 0.0% | 65 | 0.0% | 0.00% | -33.3% | |
ESNT | Buy | ESSENT GROUP LTD COMstock | $9,000 | +800.0% | 179 | +563.0% | 0.00% | – |
WTM | New | WHITE MTNS INS GROUP LTD COMstock | $6,000 | – | 5 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $7,000 | – | 224 | +100.0% | 0.00% | – |
DECK | Sell | DECKERS OUTDOOR CORP COMstock | $7,000 | +16.7% | 20 | -4.8% | 0.00% | 0.0% |
UIS | New | UNISYS CORP COM NEWstock | $7,000 | – | 261 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $9,000 | 0.0% | 99 | 0.0% | 0.00% | -33.3% | |
DKS | New | DICKS SPORTING GOODS INC COMstock | $8,000 | – | 100 | +100.0% | 0.00% | – |
FIVG | New | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $7,000 | – | 200 | +100.0% | 0.00% | – |
MU | MICRON TECHNOLOGY INC COMstock | $8,000 | +14.3% | 89 | 0.0% | 0.00% | 0.0% | |
BKU | New | BANKUNITED INC COMstock | $7,000 | – | 166 | +100.0% | 0.00% | – |
ENR | New | ENERGIZER HLDGS INC NEW COMstock | $7,000 | – | 158 | +100.0% | 0.00% | – |
WD | New | WALKER & DUNLOP INC COMstock | $7,000 | – | 65 | +100.0% | 0.00% | – |
ENS | New | ENERSYS COMstock | $7,000 | – | 76 | +100.0% | 0.00% | – |
SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $7,000 | – | 56 | +100.0% | 0.00% | – |
EPAM | EPAM SYS INC COMstock | $6,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
UDR | New | UDR INC COMreit | $7,000 | – | 169 | +100.0% | 0.00% | – |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $7,000 | +16.7% | 55 | 0.0% | 0.00% | 0.0% | |
QRTEA | QURATE RETAIL INC COM SER Astock | $6,000 | +20.0% | 498 | 0.0% | 0.00% | 0.0% | |
GIB | CGI INC CL A SUB VTGstock | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
RLI | RLI CORP COMstock | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
NVST | New | ENVISTA HOLDINGS CORPORATION COMstock | $7,000 | – | 177 | +100.0% | 0.00% | – |
TTEC | New | TTEC HLDGS INC COMstock | $6,000 | – | 55 | +100.0% | 0.00% | – |
AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
CDW | Sell | CDW CORP COMstock | $9,000 | -70.0% | 53 | -76.8% | 0.00% | -77.8% |
ETON | ETON PHARMACEUTICALS INC COMstock | $7,000 | -12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
TW | TRADEWEB MKTS INC CL Astock | $8,000 | +14.3% | 110 | 0.0% | 0.00% | 0.0% | |
ACM | Buy | AECOM COMstock | $8,000 | +166.7% | 117 | +77.3% | 0.00% | +100.0% |
EVR | Buy | EVERCORE INC CLASS Astock | $9,000 | +200.0% | 71 | +153.6% | 0.00% | +100.0% |
TTE | New | TOTAL SE SPONSORED ADSadr | $6,000 | – | 124 | +100.0% | 0.00% | – |
ARNA | ARENA PHARMACEUTICALS INC COM NEWstock | $7,000 | -12.5% | 105 | 0.0% | 0.00% | 0.0% | |
PXF | New | INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFetf | $7,000 | – | 143 | +100.0% | 0.00% | – |
ITT | Sell | ITT INC COMstock | $9,000 | -55.0% | 98 | -63.0% | 0.00% | -66.7% |
BURL | Buy | BURLINGTON STORES INC COMstock | $8,000 | +100.0% | 28 | +86.7% | 0.00% | +100.0% |
EMQQ | New | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $7,000 | – | 112 | +100.0% | 0.00% | – |
FFG | FBL FINL GROUP INC CL Astock | $8,000 | +14.3% | 135 | 0.0% | 0.00% | 0.0% | |
BLDR | New | BUILDERS FIRSTSOURCE INC COMstock | $6,000 | – | 131 | +100.0% | 0.00% | – |
VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $7,000 | -83.7% | 129 | -83.4% | 0.00% | -84.6% |
MBUU | MALIBU BOATS INC COM CL Astock | $9,000 | +28.6% | 111 | 0.0% | 0.00% | 0.0% | |
FCN | New | FTI CONSULTING INC COMstock | $6,000 | – | 41 | +100.0% | 0.00% | – |
FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $7,000 | +16.7% | 146 | 0.0% | 0.00% | 0.0% | |
RMTI | ROCKWELL MED INC COMstock | $6,000 | +20.0% | 4,781 | 0.0% | 0.00% | 0.0% | |
TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $6,000 | 0.0% | 317 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC COMstock | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% | |
ROST | Buy | ROSS STORES INC COMstock | $6,000 | +50.0% | 49 | +36.1% | 0.00% | +100.0% |
SYNH | New | SYNEOS HEALTH INC CL Astock | $7,000 | – | 92 | +100.0% | 0.00% | – |
LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $6,000 | +500.0% | 446 | +305.5% | 0.00% | – |
WMB | Buy | WILLIAMS COS INC COMstock | $7,000 | +133.3% | 285 | +81.5% | 0.00% | +100.0% |
SNX | Buy | SYNNEX CORP COMstock | $8,000 | – | 66 | +1550.0% | 0.00% | – |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
FEYE | FIREEYE INC COMstock | $9,000 | -10.0% | 450 | 0.0% | 0.00% | -33.3% | |
SOXX | New | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $8,000 | – | 19 | +100.0% | 0.00% | – |
SYKE | New | SYKES ENTERPRISES INC COMstock | $7,000 | – | 166 | +100.0% | 0.00% | – |
FHB | New | FIRST HAWAIIAN INC COMstock | $6,000 | – | 212 | +100.0% | 0.00% | – |
FTXL | New | FIRST TRUST NASDAQ SEMICONDUCTOR ETFetf | $8,000 | – | 120 | +100.0% | 0.00% | – |
SRCL | STERICYCLE INC COMstock | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FL | New | FOOT LOCKER INC COMstock | $6,000 | – | 98 | +100.0% | 0.00% | – |
KEMQ | New | KRANESHARES EMERGING MARKETS CONSUMER TECHNOLOGY INDEX ETFetf | $7,000 | – | 231 | +100.0% | 0.00% | – |
APH | Buy | AMPHENOL CORP NEW CL Astock | $9,000 | 0.0% | 140 | +100.0% | 0.00% | -33.3% |
BEP | Sell | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITstock | $6,000 | -14.3% | 142 | -17.4% | 0.00% | 0.0% |
ADSK | New | AUTODESK INC COMstock | $6,000 | – | 20 | +100.0% | 0.00% | – |
GPN | Buy | GLOBAL PMTS INC COMstock | $6,000 | +50.0% | 28 | +55.6% | 0.00% | +100.0% |
GPRE | GREEN PLAINS INC COMstock | $6,000 | +100.0% | 239 | 0.0% | 0.00% | +100.0% | |
HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $6,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
BKNG | BOOKING HOLDINGS INC COMstock | $9,000 | 0.0% | 4 | 0.0% | 0.00% | -33.3% | |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $7,000 | -56.2% | 72 | -60.7% | 0.00% | -60.0% |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $8,000 | – | 317 | +100.0% | 0.00% | – |
SKX | New | SKECHERS U S A INC CL Astock | $6,000 | – | 141 | +100.0% | 0.00% | – |
CHNG | New | CHANGE HEALTHCARE INC COMstock | $9,000 | – | 406 | +100.0% | 0.00% | – |
BAH | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $9,000 | -10.0% | 114 | 0.0% | 0.00% | -33.3% | |
ADC | AGREE RLTY CORP COMreit | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ABNB | New | AIRBNB INC COM CL Astock | $8,000 | – | 40 | +100.0% | 0.00% | – |
CHWY | New | CHEWY INC CL Astock | $8,000 | – | 100 | +100.0% | 0.00% | – |
OSK | New | OSHKOSH CORP COMstock | $7,000 | – | 62 | +100.0% | 0.00% | – |
AXS | New | AXIS CAP HLDGS LTD SHSstock | $6,000 | – | 116 | +100.0% | 0.00% | – |
OTTR | New | OTTER TAIL CORP COMstock | $7,000 | – | 152 | +100.0% | 0.00% | – |
VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $9,000 | +800.0% | 467 | +893.6% | 0.00% | – |
CSPR | New | CASPER SLEEP INC COMstock | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
CTXS | CITRIX SYS INC COMstock | $6,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
NUAN | NUANCE COMMUNICATIONS INC COMstock | $7,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
FNDF | New | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $8,000 | – | 253 | +100.0% | 0.00% | – |
AGO | New | ASSURED GUARANTY LTD COMstock | $9,000 | – | 220 | +100.0% | 0.00% | – |
PRFZ | New | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $7,000 | – | 40 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC COMstock | $7,000 | – | 22 | +100.0% | 0.00% | – |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $9,000 | – | 115 | +2775.0% | 0.00% | – |
AGM | New | FEDERAL AGRIC MTG CORP CL Cstock | $2,000 | – | 16 | +100.0% | 0.00% | – |
ADMA | New | ADMA BIOLOGICS INC COMstock | $4,000 | – | 2,000 | +100.0% | 0.00% | – |
AGNC | New | AGNC INVT CORP COMreit | $2,000 | – | 100 | +100.0% | 0.00% | – |
ARKK | Sell | ARK INNOVATION ETFetf | $5,000 | -37.5% | 40 | -38.5% | 0.00% | -50.0% |
ARKF | New | ARK FINTECH INNOVATION ETFetf | $5,000 | – | 100 | +100.0% | 0.00% | – |
ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $2,000 | 0.0% | 18 | -25.0% | 0.00% | 0.0% |
AEGN | New | AEGION CORP COMstock | $4,000 | – | 133 | +100.0% | 0.00% | – |
AFRM | New | AFFIRM HLDGS INC COM CL Astock | $5,000 | – | 74 | +100.0% | 0.00% | – |
AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $4,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
ACC | AMERICAN CAMPUS CMNTYS INC COMreit | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
COLD | AMERICOLD RLTY TR COMreit | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
APA | New | APA CORPORATION COMstock | $2,000 | – | 130 | +100.0% | 0.00% | – |
APPN | APPIAN CORP CL Astock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ARCC | Buy | ARES CAPITAL CORP COMcef | $5,000 | +66.7% | 266 | +56.5% | 0.00% | 0.0% |
APAM | New | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $2,000 | – | 47 | +100.0% | 0.00% | – |
AVY | AVERY DENNISON CORP COMstock | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
BXMT | New | BLACKSTONE MTG TR INC COM CL Areit | $4,000 | – | 144 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP COMstock | $3,000 | – | 70 | +100.0% | 0.00% | – |
BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $5,000 | -16.7% | 128 | -12.9% | 0.00% | -50.0% |
BEPC | Sell | BROOKFIELD RENEWABLE CORP CL A SUB VTGstock | $2,000 | 0.0% | 34 | -17.1% | 0.00% | 0.0% |
BRO | BROWN & BROWN INC COMstock | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
CBRE | Sell | CBRE GROUP INC CL Astock | $2,000 | -93.9% | 26 | -95.0% | 0.00% | -90.0% |
CHRW | Sell | C H ROBINSON WORLDWIDE INC COM NEWstock | $3,000 | -89.7% | 35 | -88.7% | 0.00% | -88.9% |
WHD | New | CACTUS INC CL Astock | $2,000 | – | 77 | +100.0% | 0.00% | – |
ELY | New | CALLAWAY GOLF CO COMstock | $2,000 | – | 68 | +100.0% | 0.00% | – |
CARA | New | CARA THERAPEUTICS INC COMstock | $4,000 | – | 200 | +100.0% | 0.00% | – |
CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $3,000 | +50.0% | 54 | 0.0% | 0.00% | 0.0% | |
CRL | CHARLES RIV LABS INTL INC COMstock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
COMM | New | COMMSCOPE HLDG CO INC COMstock | $2,000 | – | 106 | +100.0% | 0.00% | – |
CUZ | New | COUSINS PPTYS INC COM NEWreit | $5,000 | – | 141 | +100.0% | 0.00% | – |
CVET | COVETRUS INC COMstock | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
CUBE | CUBESMART COMreit | $4,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
CW | Buy | CURTISS WRIGHT CORP COMstock | $5,000 | +400.0% | 45 | +650.0% | 0.00% | – |
CONE | CYRUSONE INC COMreit | $5,000 | 0.0% | 70 | 0.0% | 0.00% | -50.0% | |
DVA | DAVITA INC COMstock | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
DK | New | DELEK US HLDGS INC NEW COMstock | $3,000 | – | 134 | +100.0% | 0.00% | – |
DXCM | New | DEXCOM INC COMstock | $4,000 | – | 10 | +100.0% | 0.00% | – |
DX | New | DYNEX CAP INC COMreit | $3,000 | – | 166 | +100.0% | 0.00% | – |
MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $3,000 | +50.0% | 120 | +3.4% | 0.00% | 0.0% |
EME | Buy | EMCOR GROUP INC COMstock | $2,000 | +100.0% | 16 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC COMstock | $4,000 | – | 20 | +100.0% | 0.00% | – |
EVTC | New | EVERTEC INC COMstock | $3,000 | – | 75 | +100.0% | 0.00% | – |
EXPC | New | EXPERIENCE INVT CORP COM CL Astock | $2,000 | – | 150 | +100.0% | 0.00% | – |
STAY | New | EXTENDED STAY AMER INC SHS 1 COM 1 CL Bstock | $2,000 | – | 110 | +100.0% | 0.00% | – |
FDS | Sell | FACTSET RESH SYS INC COMstock | $2,000 | -33.3% | 6 | -25.0% | 0.00% | 0.0% |
ACCO | New | ACCO BRANDS CORP COMstock | $2,000 | – | 268 | +100.0% | 0.00% | – |
FAF | Buy | FIRST AMERN FINL CORP COMstock | $4,000 | +300.0% | 66 | +560.0% | 0.00% | – |
FCNCA | New | FIRST CTZNS BANCSHARES INC N C CL Astock | $3,000 | – | 4 | +100.0% | 0.00% | – |
FHN | New | FIRST HORIZON CORPORATION COMstock | $5,000 | – | 279 | +100.0% | 0.00% | – |
FCFS | New | FIRSTCASH INC COMstock | $3,000 | – | 41 | +100.0% | 0.00% | – |
FTS | New | FORTIS INC COMstock | $5,000 | – | 112 | +100.0% | 0.00% | – |
FTDR | New | FRONTDOOR INC COMstock | $5,000 | – | 87 | +100.0% | 0.00% | – |
GALT | GALECTIN THERAPEUTICS INC COM NEWstock | $4,000 | 0.0% | 1,698 | 0.0% | 0.00% | 0.0% | |
AJG | GALLAGHER ARTHUR J & CO COMstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
GMAB | GENMAB A/S SPONSORED ADSadr | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
GMED | GLOBUS MED INC CL Astock | $5,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% | |
GORO | GOLD RESOURCE CORP COMstock | $5,000 | -16.7% | 2,000 | 0.0% | 0.00% | -50.0% | |
AUMN | GOLDEN MINERALS CO COMstock | $2,000 | 0.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
EAF | New | GRAFTECH INTL LTD COMstock | $2,000 | – | 197 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC COMstock | $4,000 | – | 195 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC COMstock | $4,000 | – | 106 | +100.0% | 0.00% | – |
HSC | New | HARSCO CORP COMstock | $3,000 | – | 167 | +100.0% | 0.00% | – |
HP | New | HELMERICH & PAYNE INC COMstock | $3,000 | – | 111 | +100.0% | 0.00% | – |
JKHY | HENRY JACK & ASSOC INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
HEXO | New | HEXO CORP COM NEWstock | $4,000 | – | 550 | +100.0% | 0.00% | – |
HI | New | HILLENBRAND INC COMstock | $2,000 | – | 48 | +100.0% | 0.00% | – |
HFC | New | HOLLYFRONTIER CORP COMstock | $3,000 | – | 86 | +100.0% | 0.00% | – |
HST | New | HOST HOTELS & RESORTS INC COMreit | $2,000 | – | 100 | +100.0% | 0.00% | – |
HUN | New | HUNTSMAN CORP COMstock | $2,000 | – | 61 | +100.0% | 0.00% | – |
NGVT | New | INGEVITY CORP COMstock | $3,000 | – | 43 | +100.0% | 0.00% | – |
PODD | New | INSULET CORP COMstock | $3,000 | – | 13 | +100.0% | 0.00% | – |
IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
ITGR | INTEGER HLDGS CORP COMstock | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
IPG | Sell | INTERPUBLIC GROUP COS INC COMstock | $3,000 | 0.0% | 101 | -29.4% | 0.00% | 0.0% |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $2,000 | – | 22 | +100.0% | 0.00% | – |
JLL | New | JONES LANG LASALLE INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
KAR | New | KAR AUCTION SVCS INC COMstock | $4,000 | – | 269 | +100.0% | 0.00% | – |
KDP | KEURIG DR PEPPER INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
KFY | New | KORN FERRY COM NEWstock | $2,000 | – | 33 | +100.0% | 0.00% | – |
KR | KROGER CO COMstock | $5,000 | 0.0% | 146 | 0.0% | 0.00% | -50.0% | |
LCII | New | LCI INDS COMstock | $4,000 | – | 34 | +100.0% | 0.00% | – |
FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
RIDE | New | LORDSTOWN MOTORS CORP COM CL Astock | $3,000 | – | 250 | +100.0% | 0.00% | – |
MKSI | MKS INSTRS INC COMstock | $4,000 | +33.3% | 20 | 0.0% | 0.00% | 0.0% | |
SHOO | New | MADDEN STEVEN LTD COMstock | $4,000 | – | 105 | +100.0% | 0.00% | – |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
MTZ | New | MASTEC INC COMstock | $3,000 | – | 28 | +100.0% | 0.00% | – |
MMS | New | MAXIMUS INC COMstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
MKC | MCCORMICK & CO INC COM NON VTGstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
MELI | New | MERCADOLIBRE INC COMstock | $3,000 | – | 2 | +100.0% | 0.00% | – |
MMSI | MERIT MED SYS INC COMstock | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
MSB | New | MESABI TR CTF BEN INTstock | $5,000 | – | 150 | +100.0% | 0.00% | – |
MET | METLIFE INC COMstock | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
MAA | Sell | MID-AMER APT CMNTYS INC COMreit | $4,000 | -55.6% | 29 | -58.0% | 0.00% | -66.7% |
MC | MOELIS & CO CL Astock | $2,000 | +100.0% | 28 | 0.0% | 0.00% | – | |
MDB | New | MONGODB INC CL Astock | $4,000 | – | 15 | +100.0% | 0.00% | – |
MCO | MOODYS CORP COMstock | $5,000 | 0.0% | 17 | 0.0% | 0.00% | -50.0% | |
COOP | New | MR COOPER GROUP INC COMstock | $3,000 | – | 83 | +100.0% | 0.00% | – |
NMIH | New | NMI HLDGS INC CL Astock | $3,000 | – | 142 | +100.0% | 0.00% | – |
NNI | New | NELNET INC CL Astock | $2,000 | – | 34 | +100.0% | 0.00% | – |
NRZ | New | NEW RESIDENTIAL INVT CORP COM NEWreit | $2,000 | – | 200 | +100.0% | 0.00% | – |
NXST | New | NEXSTAR MEDIA GROUP INC CL Astock | $4,000 | – | 31 | +100.0% | 0.00% | – |
NLOK | NORTONLIFELOCK INC COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
OXYWS | New | OCCIDENTAL PETE CORP WT EXP 080327stock | $3,000 | – | 250 | +100.0% | 0.00% | – |
OKTA | OKTA INC CL Astock | $4,000 | -20.0% | 20 | 0.0% | 0.00% | -50.0% | |
OSUR | ORASURE TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
PRAA | New | PRA GROUP INC COMstock | $3,000 | – | 69 | +100.0% | 0.00% | – |
PACW | New | PACWEST BANCORP DEL COMstock | $2,000 | – | 45 | +100.0% | 0.00% | – |
PTEN | PATTERSON-UTI ENERGY INC COMstock | $4,000 | +33.3% | 592 | 0.0% | 0.00% | 0.0% | |
TIPZ | New | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $4,000 | – | 56 | +100.0% | 0.00% | – |
PQG | New | PQ GROUP HLDGS INC COMstock | $2,000 | – | 118 | +100.0% | 0.00% | – |
PRVB | PROVENTION BIO INC COMstock | $5,000 | -37.5% | 500 | 0.0% | 0.00% | -50.0% | |
RXT | New | RACKSPACE TECHNOLOGY INC COMstock | $3,000 | – | 124 | +100.0% | 0.00% | – |
RGA | Buy | REINSURANCE GRP OF AMERICA INC COM NEWstock | $4,000 | +100.0% | 31 | +55.0% | 0.00% | 0.0% |
RFP | New | RESOLUTE FST PRODS INC COMstock | $3,000 | – | 233 | +100.0% | 0.00% | – |
RESN | New | RESONANT INC COMstock | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
FEZ | New | SPDR EURO STOXX 50 ETFetf | $3,000 | – | 57 | +100.0% | 0.00% | – |
SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC COMstock | $3,000 | -87.0% | 42 | -87.0% | 0.00% | -85.7% |
FLOW | New | SPX FLOW INC COMstock | $5,000 | – | 74 | +100.0% | 0.00% | – |
SBH | New | SALLY BEAUTY HLDGS INC COMstock | $4,000 | – | 178 | +100.0% | 0.00% | – |
SAP | SAP SE SPON ADRadr | $5,000 | -16.7% | 43 | 0.0% | 0.00% | -50.0% | |
SLB | Buy | SCHLUMBERGER LTD COMstock | $5,000 | +400.0% | 190 | +375.0% | 0.00% | – |
FNDC | New | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $5,000 | – | 133 | +100.0% | 0.00% | – |
SWM | New | SCHWEITZER-MAUDUIT INTL INC COMstock | $5,000 | – | 104 | +100.0% | 0.00% | – |
SEE | SEALED AIR CORP NEW COMstock | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
SRE | Sell | SEMPRA ENERGY COMstock | $5,000 | -87.8% | 41 | -87.2% | 0.00% | -92.3% |
SO | Sell | SOUTHERN CO COMstock | $2,000 | -99.4% | 27 | -99.5% | 0.00% | -99.0% |
SPB | New | SPECTRUM BRANDS HLDGS INC NEW COMstock | $4,000 | – | 52 | +100.0% | 0.00% | – |
SRC | New | SPIRIT RLTY CAP INC NEW COM NEWreit | $2,000 | – | 40 | +100.0% | 0.00% | – |
STT | STATE STR CORP COMstock | $5,000 | +25.0% | 59 | 0.0% | 0.00% | 0.0% | |
LRN | New | STRIDE INC COMstock | $3,000 | – | 95 | +100.0% | 0.00% | – |
SUI | SUN CMNTYS INC COMreit | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
TGNA | New | TEGNA INC COMstock | $3,000 | – | 148 | +100.0% | 0.00% | – |
TPX | New | TEMPUR SEALY INTL INC COMstock | $3,000 | – | 72 | +100.0% | 0.00% | – |
TEX | Sell | TEREX CORP NEW COMstock | $3,000 | -93.3% | 75 | -94.2% | 0.00% | -92.9% |
TOL | Sell | TOLL BROTHERS INC COMstock | $2,000 | -90.0% | 32 | -92.9% | 0.00% | -83.3% |
TSCO | New | TRACTOR SUPPLY CO COMstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
TDG | New | TRANSDIGM GROUP INC COMstock | $2,000 | – | 3 | +100.0% | 0.00% | – |
TNL | New | TRAVEL PLUS LEISURE CO COMstock | $2,000 | – | 37 | +100.0% | 0.00% | – |
XXII | New | 22ND CENTY GROUP INC COMstock | $2,000 | – | 500 | +100.0% | 0.00% | – |
UCTT | New | ULTRA CLEAN HLDGS INC COMstock | $5,000 | – | 81 | +100.0% | 0.00% | – |
UMPQ | New | UMPQUA HLDGS CORP COMstock | $3,000 | – | 144 | +100.0% | 0.00% | – |
URI | UNITED RENTALS INC COMstock | $4,000 | +33.3% | 11 | 0.0% | 0.00% | 0.0% | |
USO | UNITED STATES OIL FUND, LPetf | $5,000 | +25.0% | 126 | 0.0% | 0.00% | 0.0% | |
UVV | New | UNIVERSAL CORP VA COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
UWMC | New | UWM HOLDINGS CORPORATION COM CL Astock | $3,000 | – | 408 | +100.0% | 0.00% | – |
MTN | VAIL RESORTS INC COMstock | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
VLY | New | VALLEY NATL BANCORP COMstock | $3,000 | – | 226 | +100.0% | 0.00% | – |
VTIP | New | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $3,000 | – | 66 | +100.0% | 0.00% | – |
BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,000 | – | 36 | +100.0% | 0.00% | – |
VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
VTHR | Sell | VANGUARD RUSSELL 3000 ETFetf | $3,000 | -98.9% | 14 | -99.1% | 0.00% | -98.8% |
VTR | Sell | VENTAS INC COMreit | $5,000 | -94.3% | 99 | -94.5% | 0.00% | -96.3% |
VRSK | VERISK ANALYTICS INC COMstock | $5,000 | -16.7% | 29 | 0.0% | 0.00% | -50.0% | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $5,000 | +25.0% | 160 | 0.0% | 0.00% | 0.0% | |
VMW | VMWARE INC CL A COMstock | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $5,000 | -16.7% | 58 | -9.4% | 0.00% | -50.0% |
WAB | Sell | WABTEC COMstock | $4,000 | -20.0% | 50 | -31.5% | 0.00% | -50.0% |
WAFD | New | WASHINGTON FED INC COMstock | $3,000 | – | 90 | +100.0% | 0.00% | – |
WDC | WESTERN DIGITAL CORP. COMstock | $4,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% | |
WLK | WESTLAKE CHEM CORP COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $4,000 | – | 100 | +100.0% | 0.00% | – |
XLNX | XILINX INC COMstock | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
YELP | New | YELP INC CL Astock | $5,000 | – | 122 | +100.0% | 0.00% | – |
ZEN | New | ZENDESK INC COMstock | $3,000 | – | 19 | +100.0% | 0.00% | – |
RE | EVEREST RE GROUP LTD COMstock | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
FDP | New | FRESH DEL MONTE PRODUCE INC ORDstock | $4,000 | – | 124 | +100.0% | 0.00% | – |
G | GENPACT LIMITED SHSstock | $5,000 | 0.0% | 123 | 0.0% | 0.00% | -50.0% | |
IGT | New | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $2,000 | – | 116 | +100.0% | 0.00% | – |
JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $4,000 | +100.0% | 65 | +80.6% | 0.00% | 0.0% |
LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
NESR | New | NATIONAL ENERGY SERVICES REUNI SHSstock | $2,000 | – | 152 | +100.0% | 0.00% | – |
NOMD | New | NOMAD FOODS LTD USD ORD SHSstock | $5,000 | – | 181 | +100.0% | 0.00% | – |
OCDX | New | ORTHO CLINICAL DIAGNOSTICS HLD ORD SHSstock | $2,000 | – | 83 | +100.0% | 0.00% | – |
QELLU | QELL ACQUISITION CORP UNIT EXP 100125stock | $5,000 | -28.6% | 492 | 0.0% | 0.00% | -50.0% | |
RNR | Sell | RENAISSANCERE HLDGS LTD COMstock | $4,000 | 0.0% | 22 | -12.0% | 0.00% | 0.0% |
SFL | Sell | SFL CORPORATION LTD SHSstock | $2,000 | -50.0% | 200 | -69.9% | 0.00% | 0.0% |
ALC | ALCON AG ORD SHSstock | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
CB | Sell | CHUBB LIMITED COMstock | $3,000 | -87.5% | 17 | -89.3% | 0.00% | -85.7% |
CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $5,000 | -16.7% | 42 | 0.0% | 0.00% | -50.0% | |
FVRR | FIVERR INTL LTD ORD SHSstock | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $3,000 | +50.0% | 5 | 0.0% | 0.00% | 0.0% | |
NXPI | NXP SEMICONDUCTORS N V COMstock | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% | |
BPT | New | BP PRUDHOE BAY RTY TR UNIT BEN INTstock | $0 | – | 50 | +100.0% | 0.00% | – |
VNT | VONTIER CORPORATION COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
NEX | New | NEXTIER OILFIELD SOLUTIONS COMstock | $1,000 | – | 350 | +100.0% | 0.00% | – |
LEO | BNY MELLON STRATEGIC MUNS INC COMcef | $0 | – | 6 | 0.0% | 0.00% | – | |
NEA | New | NUVEEN AMT FREE QLTY MUN INCME COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
BMYRT | Exit | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $0 | – | -279 | -100.0% | 0.00% | – |
BCE | Sell | BCE INC COM NEWstock | $1,000 | -50.0% | 27 | -50.9% | 0.00% | -100.0% |
ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
ACRE | New | ARES COML REAL ESTATE CORP COMreit | $1,000 | – | 77 | +100.0% | 0.00% | – |
LILAK | New | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | – | 7 | +100.0% | 0.00% | – |
VALPQ | VALARIS PLC SHS CLASS Astock | $0 | – | 5,000 | 0.0% | 0.00% | – | |
AINV | Sell | APOLLO INVT CORP COM NEWcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AMWL | New | AMERICAN WELL CORP CL Astock | $1,000 | – | 74 | +100.0% | 0.00% | – |
GRMN | Exit | GARMIN LTD SHSstock | $0 | – | -7 | -100.0% | 0.00% | – |
UBS | UBS GROUP AG SHSstock | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $0 | -100.0% | 3 | -89.7% | 0.00% | – |
AVK | New | ADVENT CONV & INCOME FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -23 | -100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $1,000 | – | 68 | +100.0% | 0.00% | – |
LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $1,000 | 0.0% | 7 | -56.2% | 0.00% | – |
VNO | Exit | VORNADO RLTY TR SH BEN INTreit | $0 | – | -18 | -100.0% | 0.00% | – |
TAIL | Exit | CAMBRIA TAIL RISK ETFetf | $0 | – | -11 | -100.0% | 0.00% | – |
PII | Exit | POLARIS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
EBS | Exit | EMERGENT BIOSOLUTIONS INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
SIL | Exit | GLOBAL X SILVER MINERS ETFetf | $0 | – | -6 | -100.0% | 0.00% | – |
IPI | Exit | INTREPID POTASH INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
RGLD | Exit | ROYAL GOLD INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
REZI | Exit | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | -40 | -100.0% | 0.00% | – |
TRP | Exit | TC ENERGY CORP COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
WOOD | Exit | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $0 | – | -2 | -100.0% | 0.00% | – |
AIZ | Exit | ASSURANT INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
RFIL | Exit | RF INDS LTD COM PAR $0.01stock | $0 | – | -100 | -100.0% | 0.00% | – |
ICLR | Exit | ICON PLC SHSstock | $0 | – | -4 | -100.0% | 0.00% | – |
XMPT | Exit | VANECK VECTORS CEF MUNICIPAL INCOME ETFetf | $0 | – | -14 | -100.0% | 0.00% | – |
TS | Exit | TENARIS S A SPONSORED ADSadr | $0 | – | -61 | -100.0% | 0.00% | – |
AIGWS | Exit | AMERICAN INTL GROUP INC WT EXP 011921stock | $0 | – | -3 | -100.0% | 0.00% | – |
DSE | Exit | DUFF & PHELPS SLT ENGY AND MID COM NEWcef | $0 | – | -150 | -100.0% | 0.00% | – |
MNA | Exit | IQ MERGER ARBITRAGE ETFetf | $0 | – | -16 | -100.0% | 0.00% | – |
NVT | Exit | NVENT ELECTRIC PLC SHSstock | $0 | – | -54 | -100.0% | 0.00% | – |
CC | Exit | CHEMOURS CO COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
PPL | Exit | PPL CORP COMstock | $0 | – | -45 | -100.0% | 0.00% | – |
BKCC | Exit | BLACKROCK CAP INVT CORP COMcef | $0 | – | -138 | -100.0% | 0.00% | – |
BGR | Exit | BLACKROCK ENERGY & RES TR COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
DOOR | Exit | MASONITE INTL CORP COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
IP | Exit | INTERNATIONAL PAPER CO COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
FOXA | Exit | FOX CORP CL A COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
TFII | Exit | TFI INTL INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
PNR | Exit | PENTAIR PLC SHSstock | $0 | – | -18 | -100.0% | 0.00% | – |
MPW | Exit | MEDICAL PPTYS TRUST INC COMreit | $0 | – | -30 | -100.0% | 0.00% | – |
TIMB | Exit | TIM S A SPNDR ADRadr | $0 | – | -30 | -100.0% | 0.00% | – |
XRX | Exit | XEROX HOLDINGS CORP COM NEWstock | $0 | – | -20 | -100.0% | 0.00% | – |
EIX | Exit | EDISON INTL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
USDU | Exit | WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUNDetf | $0 | – | -14 | -100.0% | 0.00% | – |
CEO | Exit | CNOOC LIMITED SPONSORED ADRadr | $0 | – | -8 | -100.0% | 0.00% | – |
INFY | Exit | INFOSYS LTD SPONSORED ADRadr | $0 | – | -44 | -100.0% | 0.00% | – |
WCLD | Exit | WISDOMTREE CLOUD COMPUTING FUNDetf | $0 | – | -10 | -100.0% | 0.00% | – |
IEX | Exit | IDEX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MEI | Exit | METHODE ELECTRS INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
ATH | Exit | ATHENE HOLDING LTD CL Astock | $0 | – | -17 | -100.0% | 0.00% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
EBR | Exit | CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADRadr | $0 | – | -92 | -100.0% | 0.00% | – |
ACH | Exit | ALUMINUM CORP CHINA LIMITED SPON ADR H SHSadr | $0 | – | -69 | -100.0% | 0.00% | – |
BTO | Exit | HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEWcef | $0 | – | 0 | +100.0% | 0.00% | – |
FNF | Exit | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
AU | Exit | ANGLOGOLD ASHANTI LIMITED SPONSORED ADRadr | $0 | – | -24 | -100.0% | 0.00% | – |
SMG | Exit | SCOTTS MIRACLE GRO CO CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
ELP | Exit | COMPANHIA PARANAENSE ENERG COP SPON ADR PFDadr | $0 | – | -50 | -100.0% | 0.00% | – |
ASIX | Exit | ADVANSIX INC COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
XSOE | Exit | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $0 | – | -7 | -100.0% | 0.00% | – |
HPF | Exit | HANCOCK JOHN PFD INCOME FD II COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
JHG | Exit | JANUS HENDERSON GROUP PLC ORD SHSstock | $0 | – | -27 | -100.0% | 0.00% | – |
CHL | Exit | CHINA MOBILE LIMITED SPONSORED ADRadr | $0 | – | -21 | -100.0% | 0.00% | – |
U | New | UNITY SOFTWARE INC COMstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC COMreit | $0 | – | 40 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD RUSSELL 2000 ETFetf | $1,000 | – | 4 | +100.0% | 0.00% | – |
USFD | Sell | US FOODS HLDG CORP COMstock | $0 | -100.0% | 13 | -98.3% | 0.00% | -100.0% |
TRU | Buy | TRANSUNION COMstock | $1,000 | 0.0% | 11 | +22.2% | 0.00% | – |
THW | New | TEKLA WORLD HEALTHCARE FD BEN INT SHScef | $0 | – | 0 | +100.0% | 0.00% | – |
SNDL | New | SUNDIAL GROWERS INC COMstock | $0 | – | 400 | +100.0% | 0.00% | – |
SMP | New | STANDARD MTR PRODS INC COMstock | $1,000 | – | 33 | +100.0% | 0.00% | – |
SSB | New | SOUTH ST CORP COMstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW COMreit | $0 | – | 2 | 0.0% | 0.00% | – | |
SCHR | New | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $1,000 | – | 19 | +100.0% | 0.00% | – |
SJT | Sell | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $1,000 | 0.0% | 199 | -37.4% | 0.00% | – |
SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 25 | 0.0% | 0.00% | – | |
RDSB | Sell | ROYAL DUTCH SHELL PLC SPON ADR Badr | $1,000 | -97.6% | 21 | -98.3% | 0.00% | -100.0% |
RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
RIO | Sell | RIO TINTO PLC SPONSORED ADRadr | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
RBC | REGAL BELOIT CORP COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
POSH | New | POSHMARK INC COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
PSTV | PLUS THERAPEUTICS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
PBI | New | PITNEY BOWES INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
PNW | Sell | PINNACLE WEST CAP CORP COMstock | $1,000 | -66.7% | 7 | -81.1% | 0.00% | -100.0% |
PRSP | PERSPECTA INC COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
PFSI | New | PENNYMAC FINL SVCS INC NEW COMstock | $1,000 | – | 21 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INC CL Bstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
OXSQ | New | OXFORD SQUARE CAP CORP COMcef | $1,000 | – | 200 | +100.0% | 0.00% | – |
OC | New | OWENS CORNING NEW COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
JPS | Exit | NUVEEN PFD & INCM SECURTIES FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
OPTT | New | OCEAN PWR TECHNOLOGIES INC COM NEWstock | $0 | – | 50 | +100.0% | 0.00% | – |
MRNA | New | MODERNA INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
MTX | New | MINERALS TECHNOLOGIES INC COMstock | $1,000 | – | 19 | +100.0% | 0.00% | – |
MREO | MEREO BIOPHARMA GROUP PLC ADSadr | $0 | – | 48 | 0.0% | 0.00% | – | |
SH | Exit | PROSHARES SHORT S&P 500etf | $0 | – | -25 | -100.0% | 0.00% | – |
MFIN | New | MEDALLION FINL CORP COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
MGNI | Sell | MAGNITE INC COMstock | $1,000 | -98.4% | 28 | -98.6% | 0.00% | -100.0% |
MDC | Buy | M D C HLDGS INC COMstock | $1,000 | 0.0% | 16 | +6.7% | 0.00% | – |
FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
LSTR | New | LANDSTAR SYS INC COMstock | $1,000 | – | 8 | +100.0% | 0.00% | – |
LRCX | LAM RESEARCH CORP COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
GTX | Exit | GARRETT MOTION INC COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
COTY | Exit | COTY INC COM CL Astock | $0 | – | -1 | -100.0% | 0.00% | – |
EXP | Exit | EAGLE MATLS INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
SHV | New | ISHARES SHORT TREASURY BOND ETFetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
BKLN | Sell | INVESCO SENIOR LOAN ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
IVC | New | INVACARE CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
HL | HECLA MNG CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
HCA | HCA HEALTHCARE INC COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
GTN | New | GRAY TELEVISION INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
GL | Sell | GLOBE LIFE INC COMstock | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
GPC | New | GENUINE PARTS CO COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
GME | New | GAMESTOP CORP NEW CL Astock | $1,000 | – | 4 | +100.0% | 0.00% | – |
GATX | New | GATX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
FUBO | New | FUBOTV INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $0 | – | 20 | 0.0% | 0.00% | – | |
FPI | FARMLAND PARTNERS INC COMreit | $0 | – | 18 | 0.0% | 0.00% | – | |
ETW | New | EATON VANCE TAX-MANAGED GLOBAL COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
ETO | New | EATON VANCE TAX-ADVANTAGED GLO COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
EMN | EASTMAN CHEM CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
DFIN | New | DONNELLEY FINL SOLUTIONS INC COMstock | $0 | – | 12 | +100.0% | 0.00% | – |
RRD | New | DONNELLEY R R & SONS CO COMstock | $0 | – | 33 | +100.0% | 0.00% | – |
CVA | New | COVANTA HLDG CORP COMstock | $1,000 | – | 95 | +100.0% | 0.00% | – |
FOF | New | COHEN & STEERS CLOSED-END OPPO COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
RNP | New | COHEN & STEERS REIT & PFD & IN COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
RQI | New | COHEN & STEERS QUALITY INCOME COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
CHS | CHICOS FAS INC COMstock | $1,000 | 0.0% | 404 | 0.0% | 0.00% | – | |
CX | CEMEX SAB DE CV SPON ADR NEWadr | $0 | – | 17 | 0.0% | 0.00% | – | |
CUK | CARNIVAL PLC ADRadr | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
BMEZ | New | BLACKROCK HEALTH SCIENCS TR II COM SHScef | $0 | – | 0 | +100.0% | 0.00% | – |
CII | Sell | BLACKROCK ENHANCD CAP & INM FD COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
BDJ | New | BLACKROCK ENHANCED EQUITY DIVI COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
BOE | Sell | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
GLDM | Exit | SPDR GOLD MINISHARES TRUSTetf | $0 | – | -52 | -100.0% | 0.00% | – |
BELLICUM PHARMACEUTICALS INC COM NEWstock | $0 | – | 35 | 0.0% | 0.00% | – | ||
BCV | Sell | BANCROFT FD LTD COMcef | $0 | -100.0% | 9 | -92.9% | 0.00% | -100.0% |
SAM | Exit | BOSTON BEER INC CL Astock | $0 | – | -2 | -100.0% | -0.00% | – |
AGR | Exit | AVANGRID INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
TLT | Exit | ISHARES 20 YEAR TREASURY BOND ETFetf | $0 | – | -20 | -100.0% | -0.00% | – |
NNN | Exit | NATIONAL RETAIL PROPERTIES INC COMreit | $0 | – | -95 | -100.0% | -0.00% | – |
QCRH | Exit | QCR HOLDINGS INC COMstock | $0 | – | -57 | -100.0% | -0.00% | – |
USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
WLTW | Exit | WILLIS TOWERS WATSON PLC LTD SHSstock | $0 | – | -8 | -100.0% | -0.00% | – |
HYS | Exit | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $0 | – | -21 | -100.0% | -0.00% | – |
PGX | Exit | INVESCO PREFERRED ETFetf | $0 | – | -292 | -100.0% | -0.00% | – |
MSCI | Exit | MSCI INC COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
HTA | Exit | HEALTHCARE TR AMER INC CL A NEWreit | $0 | – | -85 | -100.0% | -0.00% | – |
GIM | Exit | TEMPLETON GLOBAL INCOME FD COMcef | $0 | – | -280 | -100.0% | -0.00% | – |
IYE | Exit | ISHARES U.S. ENERGY ETFetf | $0 | – | -200 | -100.0% | -0.00% | – |
TM | Exit | TOYOTA MOTOR CORP SP ADR REP2COMadr | $0 | – | -12 | -100.0% | -0.00% | – |
NEM | Exit | NEWMONT CORP COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
MTUM | Exit | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $0 | – | -20 | -100.0% | -0.00% | – |
SJNK | Exit | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $0 | – | -76 | -100.0% | -0.00% | – |
HYLB | Exit | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -41 | -100.0% | -0.00% | – |
SON | Exit | SONOCO PRODS CO COMstock | $0 | – | -45 | -100.0% | -0.00% | – |
APA | Exit | APACHE CORP COMstock | $0 | – | -130 | -100.0% | -0.00% | – |
KELYA | Exit | KELLY SVCS INC CL Astock | $0 | – | -110 | -100.0% | -0.00% | – |
VIV | Exit | TELEFONICA BRASIL SA NEW ADRadr | $0 | – | -336 | -100.0% | -0.00% | – |
MKTX | Exit | MARKETAXESS HLDGS INC COMstock | $0 | – | -3 | -100.0% | -0.00% | – |
LW | Exit | LAMB WESTON HLDGS INC COMstock | $0 | – | -66 | -100.0% | -0.00% | – |
EOG | Exit | EOG RES INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
SPTS | Exit | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $0 | – | -245 | -100.0% | -0.00% | – |
CCK | Exit | CROWN HLDGS INC COMstock | $0 | – | -71 | -100.0% | -0.00% | – |
MRVL | Exit | MARVELL TECHNOLOGY GROUP LTD ORDstock | $0 | – | -165 | -100.0% | -0.00% | – |
SHYG | Exit | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -140 | -100.0% | -0.00% | – |
BIL | Exit | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $0 | – | -82 | -100.0% | -0.00% | – |
MNTX | Exit | MANITEX INTL INC COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
JNK | Exit | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $0 | – | -72 | -100.0% | -0.00% | – |
PWR | Exit | QUANTA SVCS INC COMstock | $0 | – | -99 | -100.0% | -0.00% | – |
DHY | Exit | CREDIT SUISSE HIGH YIELD BD FD SH BEN INTcef | $0 | – | -2,000 | -100.0% | -0.00% | – |
EHTH | Exit | EHEALTH INC COMstock | $0 | – | -101 | -100.0% | -0.00% | – |
TLH | Exit | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $0 | – | -31 | -100.0% | -0.00% | – |
ISTB | Exit | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $0 | – | -201 | -100.0% | -0.00% | – |
WB | Exit | WEIBO CORP SPONSORED ADRadr | $0 | – | -250 | -100.0% | -0.00% | – |
VCIT | Exit | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $0 | – | -94 | -100.0% | -0.00% | – |
PHYS | Exit | SPROTT PHYSICAL GOLD TR UNITcef | $0 | – | -704 | -100.0% | -0.00% | – |
IEF | Exit | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $0 | – | -93 | -100.0% | -0.00% | – |
HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
FCEL | Exit | FUELCELL ENERGY INC COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
NS | Exit | NUSTAR ENERGY LP UNIT COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
BCPC | Exit | BALCHEM CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
COO | Exit | COOPER COS INC COM NEWstock | $0 | – | -35 | -100.0% | -0.00% | – |
OGS | Exit | ONE GAS INC COMstock | $0 | – | -175 | -100.0% | -0.00% | – |
PAAS | Exit | PAN AMERN SILVER CORP COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
MKL | Exit | MARKEL CORP COMstock | $0 | – | -15 | -100.0% | -0.01% | – |
HYG | Exit | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -167 | -100.0% | -0.01% | – |
ASTE | Exit | ASTEC INDS INC COMstock | $0 | – | -350 | -100.0% | -0.01% | – |
IGSB | Exit | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -386 | -100.0% | -0.01% | – |
AVT | Exit | AVNET INC COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $0 | – | -175 | -100.0% | -0.01% | – |
WRK | Exit | WESTROCK CO COMstock | $0 | – | -430 | -100.0% | -0.01% | – |
OTEX | Exit | OPEN TEXT CORP COMstock | $0 | – | -400 | -100.0% | -0.01% | – |
BWA | Exit | BORGWARNER INC COMstock | $0 | – | -523 | -100.0% | -0.01% | – |
DPZ | Exit | DOMINOS PIZZA INC COMstock | $0 | – | -50 | -100.0% | -0.01% | – |
NBIX | Exit | NEUROCRINE BIOSCIENCES INC COMstock | $0 | – | -200 | -100.0% | -0.01% | – |
IPGP | Exit | IPG PHOTONICS CORP COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
AIN | Exit | ALBANY INTL CORP CL Astock | $0 | – | -350 | -100.0% | -0.01% | – |
FLS | Exit | FLOWSERVE CORP COMstock | $0 | – | -675 | -100.0% | -0.01% | – |
TCF | Exit | TCF FINL CORP COMstock | $0 | – | -800 | -100.0% | -0.01% | – |
WGO | Exit | WINNEBAGO INDS INC COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
INSG | Exit | INSEEGO CORP COMstock | $0 | – | -2,034 | -100.0% | -0.01% | – |
GTLS | Exit | CHART INDS INC COM PAR $0.01stock | $0 | – | -350 | -100.0% | -0.01% | – |
GPRK | Exit | GEOPARK LTD USD SHSstock | $0 | – | -3,451 | -100.0% | -0.01% | – |
DOG | Exit | PROSHARES SHORT DOW 30etf | $0 | – | -1,285 | -100.0% | -0.02% | – |
GSLC | Exit | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $0 | – | -676 | -100.0% | -0.02% | – |
VONE | Exit | VANGUARD RUSSELL 1000 ETFetf | $0 | – | -318 | -100.0% | -0.02% | – |
ARW | Exit | ARROW ELECTRS INC COMstock | $0 | – | -550 | -100.0% | -0.02% | – |
SNOW | Exit | SNOWFLAKE INC CL Astock | $0 | – | -200 | -100.0% | -0.02% | – |
FE | Exit | FIRSTENERGY CORP COMstock | $0 | – | -1,900 | -100.0% | -0.02% | – |
QDEF | Exit | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDetf | $0 | – | -1,240 | -100.0% | -0.02% | – |
ONEQ | Exit | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $0 | – | -127 | -100.0% | -0.02% | – |
PEIX | Exit | ALTO INGREDIENTS INC COMstock | $0 | – | -13,000 | -100.0% | -0.02% | – |
PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -311 | -100.0% | -0.02% | – |
DHI | Exit | D R HORTON INC COMstock | $0 | – | -1,050 | -100.0% | -0.02% | – |
FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -3,080 | -100.0% | -0.02% | – |
RYT | Exit | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $0 | – | -368 | -100.0% | -0.03% | – |
LPX | Exit | LOUISIANA PAC CORP COMstock | $0 | – | -2,500 | -100.0% | -0.03% | – |
MOGU | Exit | MOGU INC SPON ADSadr | $0 | – | -50,000 | -100.0% | -0.03% | – |
PVAC | Exit | PENN VA CORP COMstock | $0 | – | -11,500 | -100.0% | -0.04% | – |
EV | Exit | EATON VANCE CORP COM NON VTGstock | $0 | – | -1,765 | -100.0% | -0.04% | – |
IUSV | Exit | ISHARES CORE S&P U.S. VALUE ETFetf | $0 | – | -2,005 | -100.0% | -0.04% | – |
KOD | Exit | KODIAK SCIENCES INC COMstock | $0 | – | -900 | -100.0% | -0.04% | – |
NUM | Exit | NUVEEN MICH QUALITY MUN INCOME COMcef | $0 | – | -11,071 | -100.0% | -0.05% | – |
PPR | Exit | VOYA PRIME RATE TR SH BEN INTcef | $0 | – | -41,091 | -100.0% | -0.06% | – |
VVR | Exit | INVESCO SR INCOME TR COMcef | $0 | – | -46,620 | -100.0% | -0.06% | – |
HIO | Exit | WESTERN ASSET HIGH INCOME OPPO COMcef | $0 | – | -38,029 | -100.0% | -0.06% | – |
STE | Exit | STERIS PLC SHS USDstock | $0 | – | -1,004 | -100.0% | -0.06% | – |
VTA | Exit | INVESCO DYNAMIC CR OPPORTUNITI COMcef | $0 | – | -18,012 | -100.0% | -0.06% | – |
DSU | Exit | BLACKROCK DEBT STRATEGIES FD I COM NEWcef | $0 | – | -18,714 | -100.0% | -0.06% | – |
MCR | Exit | MFS CHARTER INCOME TR SH BEN INTcef | $0 | – | -25,400 | -100.0% | -0.07% | – |
VCSH | Exit | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $0 | – | -2,885 | -100.0% | -0.07% | – |
WDR | Exit | WADDELL & REED FINL INC CL Astock | $0 | – | -9,950 | -100.0% | -0.08% | – |
LQD | Exit | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -1,955 | -100.0% | -0.08% | – |
NVAX | Exit | NOVAVAX INC COM NEWstock | $0 | – | -3,000 | -100.0% | -0.10% | – |
EVV | Exit | EATON VANCE LTD DURATION INCOM COMcef | $0 | – | -30,107 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PEPSICO INC COM | 42 | Q3 2023 | 21.8% |
DTE Energy Holding Company | 42 | Q3 2023 | 11.7% |
STRYKER CORPORATION COM | 42 | Q3 2023 | 9.0% |
SPDR GOLD SHARES | 42 | Q3 2023 | 46.6% |
SPDR S&P 500 ETF TRUST | 42 | Q3 2023 | 6.5% |
YUM BRANDS INC COM | 42 | Q3 2023 | 8.1% |
APPLE INC COM | 42 | Q3 2023 | 5.2% |
iShares S&P 500 Index | 42 | Q3 2023 | 6.2% |
JOHNSON & JOHNSON COM | 42 | Q3 2023 | 4.3% |
Microsoft Corporation | 42 | Q3 2023 | 2.6% |
View Plante Moran Financial Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
RYDEX ETF TRUST | April 28, 2009 | 103,350 | 2.2% |
View Plante Moran Financial Advisors, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-08 |
View Plante Moran Financial Advisors, LLC'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.