$584 Million is the total value of Plante Moran Financial Advisors, LLC's 880 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 43.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD S&P 500 ETFetf | $155,489,000 | +6.0% | 473,618 | +12.0% | 26.62% | +8.6% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $61,674,000 | -32.9% | 601,224 | -30.4% | 10.56% | -31.3% |
PEP | Buy | PEPSICO INC COMstock | $59,027,000 | -2.0% | 361,550 | +0.0% | 10.10% | +0.4% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $46,532,000 | +2.2% | 1,279,751 | +14.7% | 7.96% | +4.7% |
VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $26,953,000 | +11.7% | 212,047 | +15.2% | 4.61% | +14.5% |
SYK | Sell | STRYKER CORPORATION COMstock | $21,265,000 | +1.7% | 104,993 | -0.1% | 3.64% | +4.2% |
VV | Buy | VANGUARD LARGE-CAP ETFetf | $21,049,000 | +31.4% | 128,690 | +38.5% | 3.60% | +34.6% |
YUM | Sell | YUM BRANDS INC COMstock | $15,656,000 | -6.3% | 147,230 | -0.0% | 2.68% | -4.0% |
AAPL | Buy | APPLE INC COMstock | $13,820,000 | +17.7% | 100,002 | +16.4% | 2.37% | +20.5% |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $12,024,000 | +64.3% | 466,052 | +83.7% | 2.06% | +68.3% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $9,459,000 | -4.1% | 26,455 | +1.2% | 1.62% | -1.8% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $6,892,000 | -2.4% | 145,610 | -0.0% | 1.18% | 0.0% |
MSFT | Sell | MICROSOFT CORP COMstock | $5,693,000 | -10.8% | 24,444 | -1.6% | 0.97% | -8.6% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $4,736,000 | -4.9% | 13,205 | +0.5% | 0.81% | -2.5% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $4,016,000 | +111.3% | 28,005 | +120.7% | 0.69% | +116.0% |
MCD | Sell | MCDONALDS CORP COMstock | $3,881,000 | -7.6% | 16,819 | -1.1% | 0.66% | -5.3% |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $3,828,000 | +14.3% | 63,247 | +18.5% | 0.66% | +17.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,696,000 | -11.5% | 13,841 | -9.5% | 0.63% | -9.3% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $3,369,000 | -6.0% | 7,164 | -4.3% | 0.58% | -3.7% |
VUG | Buy | VANGUARD GROWTH ETFetf | $3,257,000 | +59.4% | 15,224 | +66.1% | 0.56% | +63.6% |
AMZN | Buy | AMAZON COM INC COMstock | $2,818,000 | +9.4% | 24,934 | +2.8% | 0.48% | +12.1% |
XOM | Buy | EXXON MOBIL CORP COMstock | $2,197,000 | +4.9% | 25,164 | +2.9% | 0.38% | +7.4% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $2,099,000 | -9.9% | 12,852 | -2.1% | 0.36% | -7.7% |
ABBV | Buy | ABBVIE INC COMstock | $1,934,000 | -8.7% | 14,410 | +4.1% | 0.33% | -6.5% |
GNTX | Buy | GENTEX CORP COMstock | $1,836,000 | -14.1% | 77,000 | +0.8% | 0.31% | -12.0% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,773,000 | -4.4% | 9,878 | +0.4% | 0.30% | -2.3% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,726,000 | -9.3% | 18,040 | +1966.4% | 0.30% | -7.2% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,690,000 | -11.4% | 8,031 | -7.9% | 0.29% | -9.4% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $1,612,000 | -19.4% | 12,767 | -8.2% | 0.28% | -17.4% |
V | Sell | VISA INC COM CL Astock | $1,328,000 | -12.8% | 7,476 | -3.3% | 0.23% | -10.6% |
CVX | Sell | CHEVRON CORP NEW COMstock | $1,312,000 | -14.2% | 9,133 | -13.6% | 0.22% | -12.1% |
HD | Sell | HOME DEPOT INC COMstock | $1,299,000 | -2.1% | 4,707 | -2.7% | 0.22% | 0.0% |
BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL Astock | $1,219,000 | -25.5% | 3 | -25.0% | 0.21% | -23.4% |
DTE | Sell | DTE ENERGY CO COMstock | $1,207,000 | -9.9% | 10,488 | -0.7% | 0.21% | -7.6% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,199,000 | -15.0% | 12,470 | +1833.3% | 0.20% | -13.1% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $1,168,000 | -11.8% | 11,172 | -5.0% | 0.20% | -9.5% |
UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $1,159,000 | -4.8% | 2,295 | -3.2% | 0.20% | -2.9% |
BFB | Sell | BROWN FORMAN CORP CL Bstock | $1,123,000 | -15.4% | 16,873 | -10.8% | 0.19% | -13.5% |
ABT | Sell | ABBOTT LABS COMstock | $1,094,000 | -12.5% | 11,307 | -1.8% | 0.19% | -10.5% |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $1,026,000 | -5.3% | 7,954 | 0.0% | 0.18% | -2.8% | |
IWR | Sell | ISHARES RUSSELL MIDCAP ETFetf | $980,000 | -18.2% | 15,768 | -14.9% | 0.17% | -16.0% |
PFE | Sell | PFIZER INC COMstock | $978,000 | -21.1% | 22,341 | -5.5% | 0.17% | -19.3% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $964,000 | +8.3% | 4,262 | +0.6% | 0.16% | +10.7% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $919,000 | +22.7% | 9,523 | +29.3% | 0.16% | +25.6% |
BFA | BROWN FORMAN CORP CL Astock | $906,000 | -0.1% | 13,404 | 0.0% | 0.16% | +2.0% | |
PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $892,000 | -1.3% | 6,431 | +5.4% | 0.15% | +1.3% |
VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $882,000 | -2.6% | 4,518 | -1.7% | 0.15% | 0.0% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $884,000 | -7.6% | 15,769 | +3.0% | 0.15% | -5.6% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $852,000 | -26.6% | 6,267 | -21.7% | 0.15% | -24.7% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $829,000 | +31.0% | 6,135 | +39.1% | 0.14% | +34.0% |
IJH | Sell | ISHARES CORE S&P MID-CAP ETFetf | $811,000 | -5.1% | 3,698 | -2.2% | 0.14% | -2.8% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $782,000 | +1.0% | 9,978 | -0.1% | 0.13% | +3.9% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $777,000 | -1.9% | 4,711 | +0.7% | 0.13% | +0.8% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $764,000 | +31.0% | 8,052 | +40.5% | 0.13% | +35.1% |
TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $761,000 | -7.8% | 12,412 | -1.3% | 0.13% | -5.8% |
DHR | Sell | DANAHER CORPORATION COMstock | $745,000 | -0.5% | 2,886 | -2.3% | 0.13% | +2.4% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $742,000 | +75.4% | 3,762 | +84.8% | 0.13% | +78.9% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $719,000 | -30.3% | 1,523 | -29.2% | 0.12% | -28.5% |
DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $687,000 | -3.0% | 17,619 | +0.0% | 0.12% | 0.0% |
DIS | Buy | DISNEY WALT CO COMstock | $643,000 | +1.4% | 6,815 | +1.5% | 0.11% | +3.8% |
VTV | Buy | VANGUARD VALUE ETFetf | $641,000 | +14.9% | 5,189 | +22.6% | 0.11% | +18.3% |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $630,000 | -11.9% | 11,483 | -0.3% | 0.11% | -9.2% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $608,000 | -17.4% | 7,318 | -1.8% | 0.10% | -15.4% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUSTetf | $595,000 | -2.1% | 1,478 | +0.5% | 0.10% | 0.0% |
SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $582,000 | -4.1% | 11,617 | 0.0% | 0.10% | -1.0% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $576,000 | -26.5% | 4,851 | -12.6% | 0.10% | -24.4% |
GLD | Buy | SPDR GOLD SHARESetf | $577,000 | -5.9% | 3,733 | +2.6% | 0.10% | -2.9% |
QQQ | Buy | INVESCO QQQ TRUSTetf | $566,000 | +10.8% | 2,119 | +16.2% | 0.10% | +14.1% |
Sell | R1 RCM INC COMstock | $562,000 | -63.9% | 30,328 | -59.2% | 0.10% | -63.1% | |
DIMENSIONAL US MARKETWIDE VALUE ETFetf | $563,000 | -6.2% | 19,002 | 0.0% | 0.10% | -4.0% | ||
ORCL | Sell | ORACLE CORP COMstock | $551,000 | -15.0% | 9,018 | -2.7% | 0.09% | -13.0% |
DRI | Buy | DARDEN RESTAURANTS INC COMstock | $537,000 | +12.1% | 4,254 | +0.4% | 0.09% | +15.0% |
AON | Sell | AON PLC SHS CL Astock | $518,000 | -1.5% | 1,933 | -0.8% | 0.09% | +1.1% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $507,000 | +634.8% | 3,945 | +687.4% | 0.09% | +625.0% |
CMS | CMS ENERGY CORP COMstock | $506,000 | -13.7% | 8,685 | 0.0% | 0.09% | -11.2% | |
MRK | Sell | MERCK & CO INC COMstock | $490,000 | -11.2% | 5,690 | -6.0% | 0.08% | -8.7% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $484,000 | +8.3% | 5,553 | +14.8% | 0.08% | +10.7% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $482,000 | -24.1% | 3,972 | -5.2% | 0.08% | -21.7% |
AMGN | Sell | AMGEN INC COMstock | $468,000 | -11.5% | 2,078 | -4.4% | 0.08% | -9.1% |
F | Buy | FORD MTR CO DEL COMstock | $470,000 | +0.9% | 41,971 | +0.2% | 0.08% | +2.6% |
LLY | Sell | LILLY ELI & CO COMstock | $467,000 | -1.5% | 1,444 | -1.2% | 0.08% | +1.3% |
HON | Sell | HONEYWELL INTL INC COMstock | $468,000 | -5.1% | 2,801 | -1.3% | 0.08% | -2.4% |
KO | Sell | COCA COLA CO COMstock | $462,000 | -15.8% | 8,248 | -5.5% | 0.08% | -14.1% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $434,000 | +62.5% | 8,231 | +81.6% | 0.07% | +64.4% |
SCHW | Sell | SCHWAB CHARLES CORP COMstock | $426,000 | +7.6% | 5,922 | -5.6% | 0.07% | +10.6% |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $407,000 | -10.0% | 1,433 | +0.1% | 0.07% | -7.9% |
SBUX | Buy | STARBUCKS CORP COMstock | $399,000 | +15.3% | 4,734 | +4.5% | 0.07% | +17.2% |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $393,000 | +0.3% | 2,801 | -2.8% | 0.07% | +3.1% |
CTAS | CINTAS CORP COMstock | $380,000 | +3.8% | 979 | 0.0% | 0.06% | +6.6% | |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $382,000 | -5.9% | 3,422 | +0.0% | 0.06% | -4.4% |
FB | Sell | META PLATFORMS INC CL Astock | $373,000 | -21.5% | 2,746 | -6.7% | 0.06% | -19.0% |
AMAT | Sell | APPLIED MATLS INC COMstock | $376,000 | -15.5% | 4,585 | -6.3% | 0.06% | -13.5% |
INTC | Sell | INTEL CORP COMstock | $366,000 | -39.8% | 14,204 | -12.6% | 0.06% | -38.2% |
CVS | Sell | CVS HEALTH CORP COMstock | $365,000 | +2.5% | 3,826 | -0.3% | 0.06% | +5.1% |
CMA | COMERICA INC COMstock | $362,000 | -2.9% | 5,086 | 0.0% | 0.06% | 0.0% | |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $359,000 | +4.1% | 4,383 | +22.3% | 0.06% | +5.2% |
BA | Sell | BOEING CO COMstock | $348,000 | -32.4% | 2,872 | -23.7% | 0.06% | -30.2% |
HBAN | Sell | HUNTINGTON BANCSHARES INC COMstock | $352,000 | +6.7% | 26,729 | -2.5% | 0.06% | +9.1% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $347,000 | +2.7% | 8,634 | +0.2% | 0.06% | +5.4% |
BX | Buy | BLACKSTONE INC COMstock | $341,000 | +3.3% | 4,078 | +12.6% | 0.06% | +5.5% |
COP | Sell | CONOCOPHILLIPS COMstock | $334,000 | -18.1% | 3,263 | -28.1% | 0.06% | -16.2% |
UNP | Sell | UNION PAC CORP COMstock | $325,000 | -9.2% | 1,669 | -0.6% | 0.06% | -6.7% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $326,000 | -8.2% | 1,556 | -0.3% | 0.06% | -5.1% |
WMT | Sell | WALMART INC COMstock | $327,000 | -4.1% | 2,518 | -10.1% | 0.06% | -1.8% |
PRA | PROASSURANCE CORP COMstock | $319,000 | -17.6% | 16,375 | 0.0% | 0.06% | -15.4% | |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $314,000 | +6.4% | 3,909 | +2.7% | 0.05% | +10.2% |
BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $316,000 | +1.3% | 2,190 | 0.0% | 0.05% | +3.8% | |
OLO | OLO INC CL Astock | $317,000 | -19.9% | 40,142 | 0.0% | 0.05% | -18.2% | |
TSLA | Buy | TESLA INC COMstock | $314,000 | +24.1% | 1,185 | +216.0% | 0.05% | +28.6% |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $306,000 | -11.3% | 2,000 | -2.0% | 0.05% | -10.3% |
MO | Sell | ALTRIA GROUP INC COMstock | $305,000 | -3.8% | 7,546 | -0.7% | 0.05% | -1.9% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $296,000 | -2.6% | 1,640 | -1.6% | 0.05% | 0.0% |
CLX | Buy | CLOROX CO DEL COMstock | $296,000 | +16.1% | 2,307 | +27.8% | 0.05% | +18.6% |
EMR | Buy | EMERSON ELEC CO COMstock | $298,000 | -6.6% | 4,071 | +1.5% | 0.05% | -3.8% |
CSCO | Sell | CISCO SYS INC COMstock | $286,000 | -14.6% | 7,154 | -9.0% | 0.05% | -12.5% |
CNI | CANADIAN NATL RY CO COMstock | $286,000 | -4.0% | 2,647 | 0.0% | 0.05% | -2.0% | |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $285,000 | -25.2% | 7,504 | -0.1% | 0.05% | -23.4% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $281,000 | -6.6% | 11,798 | -4.5% | 0.05% | -4.0% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $281,000 | +80.1% | 4,865 | +87.8% | 0.05% | +84.6% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $267,000 | +71.2% | 1,790 | +77.9% | 0.05% | +76.9% |
DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $271,000 | +31.6% | 2,524 | +44.5% | 0.05% | +35.3% |
EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $262,000 | -14.9% | 3,168 | -2.3% | 0.04% | -11.8% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $257,000 | -31.8% | 8,761 | -8.7% | 0.04% | -30.2% |
ARKK | Sell | ARK INNOVATION ETFetf | $252,000 | -7.4% | 6,671 | -2.3% | 0.04% | -4.4% |
AEE | AMEREN CORP COMstock | $254,000 | -10.9% | 3,150 | 0.0% | 0.04% | -10.4% | |
INMD | INMODE LTD SHSstock | $245,000 | +30.3% | 8,400 | 0.0% | 0.04% | +35.5% | |
FRME | FIRST MERCHANTS CORP COMstock | $237,000 | +8.7% | 6,128 | 0.0% | 0.04% | +13.9% | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $238,000 | +5.8% | 4,588 | 0.0% | 0.04% | +7.9% | |
IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $238,000 | -18.2% | 3,035 | -17.4% | 0.04% | -16.3% |
New | JACOBS SOLUTIONS INC COMstock | $233,000 | – | 2,144 | +100.0% | 0.04% | – | |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $232,000 | +29.6% | 5,468 | +36.4% | 0.04% | +33.3% |
ETN | Sell | EATON CORP PLC SHSstock | $231,000 | +1.3% | 1,733 | -4.4% | 0.04% | +5.3% |
K | Buy | KELLOGG CO COMstock | $229,000 | -2.1% | 3,286 | +0.2% | 0.04% | 0.0% |
MMM | Sell | 3M CO COMstock | $225,000 | -17.9% | 2,040 | -3.8% | 0.04% | -15.2% |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $230,000 | -5.7% | 749 | 0.0% | 0.04% | -4.9% | |
FSLR | New | FIRST SOLAR INC COMstock | $226,000 | – | 1,707 | +100.0% | 0.04% | – |
NULG | New | NUVEEN ESG LARGE-CAP GROWTH ETFetf | $220,000 | – | 4,770 | +100.0% | 0.04% | – |
IAU | Buy | ISHARES GOLD TRUSTetf | $219,000 | -7.6% | 6,937 | +0.2% | 0.04% | -7.5% |
SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $217,000 | -7.7% | 3,751 | -1.0% | 0.04% | -5.1% |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $217,000 | +1.9% | 5,162 | +7.2% | 0.04% | +2.8% |
BAC | Buy | BK OF AMERICA CORP COMstock | $208,000 | +8.9% | 6,875 | +12.2% | 0.04% | +12.5% |
FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $213,000 | -4.1% | 4,382 | 0.0% | 0.04% | -2.7% | |
VHT | VANGUARD HEALTH CARE ETFetf | $206,000 | -5.1% | 922 | 0.0% | 0.04% | -2.8% | |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $206,000 | +148.2% | 3,104 | +169.2% | 0.04% | +150.0% |
ILMN | Buy | ILLUMINA INC COMstock | $197,000 | +5.3% | 1,033 | +2.0% | 0.03% | +9.7% |
TGT | Buy | TARGET CORP COMstock | $196,000 | +15.3% | 1,319 | +9.6% | 0.03% | +21.4% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $191,000 | -3.0% | 1,577 | +2.8% | 0.03% | 0.0% |
T | Sell | AT&T INC COMstock | $191,000 | -27.7% | 12,427 | -1.3% | 0.03% | -25.0% |
DE | Sell | DEERE & CO COMstock | $193,000 | +10.9% | 578 | -0.7% | 0.03% | +13.8% |
FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $193,000 | -4.9% | 2,669 | 0.0% | 0.03% | -2.9% | |
IMCV | ISHARES MORNINGSTAR MID-CAP ETFetf | $185,000 | -5.6% | 3,300 | 0.0% | 0.03% | -3.0% | |
DOV | Sell | DOVER CORP COMstock | $181,000 | -5.2% | 1,556 | -1.1% | 0.03% | -3.1% |
IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $175,000 | -3.8% | 1,726 | 0.0% | 0.03% | 0.0% | |
DFAC | Buy | DIMENSIONAL US CORE EQUITY 2 ETFetf | $178,000 | -4.3% | 8,004 | +0.4% | 0.03% | -3.2% |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $177,000 | -2.2% | 1,075 | 0.0% | 0.03% | 0.0% | |
LOW | Buy | LOWES COS INC COMstock | $172,000 | +11.0% | 916 | +2.9% | 0.03% | +11.5% |
PAYX | Buy | PAYCHEX INC COMstock | $171,000 | +34.6% | 1,528 | +36.7% | 0.03% | +38.1% |
CACC | CREDIT ACCEP CORP MICH COMstock | $170,000 | -7.1% | 387 | 0.0% | 0.03% | -6.5% | |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $169,000 | -5.6% | 667 | 0.0% | 0.03% | -3.3% | |
ESGD | Sell | ISHARES ESG AWARE MSCI EAFE ETFetf | $167,000 | -40.8% | 2,969 | -33.9% | 0.03% | -38.3% |
FITB | Buy | FIFTH THIRD BANCORP COMstock | $158,000 | +6.8% | 4,953 | +12.4% | 0.03% | +8.0% |
FTNT | FORTINET INC COMstock | $159,000 | -13.1% | 3,230 | 0.0% | 0.03% | -12.9% | |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $159,000 | -30.0% | 578 | -6.9% | 0.03% | -28.9% |
CAT | Buy | CATERPILLAR INC COMstock | $160,000 | +900.0% | 978 | +1024.1% | 0.03% | +800.0% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $155,000 | -16.2% | 719 | -1.1% | 0.03% | -12.9% |
CWST | Sell | CASELLA WASTE SYS INC CL Astock | $149,000 | -36.9% | 1,950 | -40.0% | 0.03% | -33.3% |
DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $149,000 | -5.7% | 5,318 | -2.7% | 0.03% | 0.0% |
TJX | Sell | TJX COS INC NEW COMstock | $150,000 | +8.7% | 2,422 | -1.7% | 0.03% | +13.0% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $154,000 | +25.2% | 1,298 | +34.4% | 0.03% | +23.8% |
NKE | Sell | NIKE INC CL Bstock | $144,000 | -59.6% | 1,729 | -50.4% | 0.02% | -57.6% |
IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $147,000 | -9.8% | 1,786 | -2.6% | 0.02% | -7.4% |
EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $148,000 | -19.1% | 3,832 | -8.9% | 0.02% | -19.4% |
IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $140,000 | -4.1% | 1,747 | 0.0% | 0.02% | 0.0% | |
RPM | Sell | RPM INTL INC COMstock | $143,000 | +4.4% | 1,722 | -1.0% | 0.02% | +4.3% |
HAL | HALLIBURTON CO COMstock | $140,000 | -21.8% | 5,694 | 0.0% | 0.02% | -20.0% | |
IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $142,000 | -36.0% | 684 | -32.9% | 0.02% | -35.1% |
GD | GENERAL DYNAMICS CORP COMstock | $132,000 | -4.3% | 622 | 0.0% | 0.02% | 0.0% | |
SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $136,000 | – | 2,428 | +100.0% | 0.02% | – |
MS | MORGAN STANLEY COM NEWstock | $137,000 | +3.8% | 1,739 | 0.0% | 0.02% | +4.5% | |
VB | Buy | VANGUARD SMALL-CAP ETFetf | $132,000 | +71.4% | 770 | +77.0% | 0.02% | +76.9% |
VO | Buy | VANGUARD MID-CAP ETFetf | $130,000 | +16.1% | 692 | +21.6% | 0.02% | +15.8% |
CINF | Buy | CINCINNATI FINL CORP COMstock | $129,000 | -24.6% | 1,438 | +0.2% | 0.02% | -24.1% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $123,000 | -16.9% | 1,318 | -4.5% | 0.02% | -16.0% |
GLW | Buy | CORNING INC COMstock | $124,000 | -0.8% | 4,280 | +7.5% | 0.02% | 0.0% |
LHX | L3HARRIS TECHNOLOGIES INC COMstock | $122,000 | -13.5% | 585 | 0.0% | 0.02% | -12.5% | |
VOT | VANGUARD MID-CAP GROWTH ETFetf | $124,000 | -3.1% | 727 | 0.0% | 0.02% | 0.0% | |
VT | Buy | VANGUARD TOTAL WORLD STOCK ETFetf | $123,000 | +1.7% | 1,553 | +9.4% | 0.02% | +5.0% |
IYW | ISHARES U.S. TECHNOLOGY ETFetf | $125,000 | -8.1% | 1,704 | 0.0% | 0.02% | -8.7% | |
FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $122,000 | -2.4% | 1,015 | -2.0% | 0.02% | 0.0% |
AFL | Buy | AFLAC INC COMstock | $119,000 | +12.3% | 2,113 | +10.7% | 0.02% | +11.1% |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $118,000 | -11.9% | 486 | -10.8% | 0.02% | -9.1% |
WM | Sell | WASTE MGMT INC DEL COMstock | $118,000 | -19.2% | 738 | -22.9% | 0.02% | -16.7% |
CSX | Sell | CSX CORP COMstock | $117,000 | -12.7% | 4,410 | -4.1% | 0.02% | -9.1% |
FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $114,000 | +1528.6% | 4,533 | +1691.7% | 0.02% | +1900.0% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $119,000 | +8.2% | 1,681 | +17.3% | 0.02% | +11.1% |
LULU | Sell | LULULEMON ATHLETICA INC COMstock | $112,000 | +0.9% | 400 | -1.5% | 0.02% | 0.0% |
NEOG | Sell | NEOGEN CORP COMstock | $113,000 | -45.1% | 8,108 | -5.1% | 0.02% | -44.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $113,000 | +17.7% | 222 | +26.1% | 0.02% | +18.8% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $110,000 | -54.7% | 377 | -53.9% | 0.02% | -53.7% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $109,000 | +581.2% | 2,532 | +691.2% | 0.02% | +533.3% |
VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $112,000 | -31.3% | 2,320 | -28.6% | 0.02% | -29.6% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $110,000 | -66.4% | 2,472 | -62.3% | 0.02% | -65.5% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $110,000 | +13.4% | 1,279 | -7.6% | 0.02% | +18.8% |
BHVN | Buy | BIOHAVEN PHARMACTL HLDG CO LTD COMstock | $110,000 | +5400.0% | 725 | +5941.7% | 0.02% | – |
CROX | CROCS INC COMstock | $103,000 | +41.1% | 1,500 | 0.0% | 0.02% | +50.0% | |
MCBC | MACATAWA BK CORP COMstock | $105,000 | +5.0% | 11,349 | 0.0% | 0.02% | +5.9% | |
BLD | TOPBUILD CORP COMstock | $104,000 | -1.0% | 629 | 0.0% | 0.02% | 0.0% | |
SYY | Buy | SYSCO CORP COMstock | $105,000 | -15.3% | 1,481 | +1.6% | 0.02% | -14.3% |
NOW | Sell | SERVICENOW INC COMstock | $104,000 | -25.2% | 275 | -5.8% | 0.02% | -21.7% |
SPTM | New | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $107,000 | – | 2,419 | +100.0% | 0.02% | – |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $102,000 | +15.9% | 263 | +28.3% | 0.02% | +13.3% |
OKE | Buy | ONEOK INC NEW COMstock | $98,000 | -6.7% | 1,910 | +1.4% | 0.02% | -5.6% |
TXN | Sell | TEXAS INSTRS INC COMstock | $102,000 | -6.4% | 660 | -6.6% | 0.02% | -5.6% |
EXG | EATON VANCE TAX-MANAGED GLOBAL COMcef | $97,000 | -5.8% | 13,417 | 0.0% | 0.02% | 0.0% | |
FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $97,000 | +1112.5% | 2,030 | +1145.4% | 0.02% | +1600.0% |
GWW | Sell | GRAINGER W W INC COMstock | $98,000 | +3.2% | 200 | -3.8% | 0.02% | +6.2% |
LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $91,000 | -1.1% | 1,913 | 0.0% | 0.02% | +6.7% | |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $95,000 | +2.2% | 3,126 | +5.4% | 0.02% | 0.0% |
MGM | MGM RESORTS INTERNATIONAL COMstock | $94,000 | +3.3% | 3,152 | 0.0% | 0.02% | +6.7% | |
MPC | Buy | MARATHON PETE CORP COMstock | $96,000 | +23.1% | 963 | +1.8% | 0.02% | +23.1% |
ANDE | ANDERSONS INC COMstock | $93,000 | -6.1% | 3,000 | 0.0% | 0.02% | -5.9% | |
AVGO | Sell | BROADCOM INC COMstock | $96,000 | -22.0% | 217 | -14.2% | 0.02% | -23.8% |
TT | TRANE TECHNOLOGIES PLC SHSstock | $96,000 | +11.6% | 664 | 0.0% | 0.02% | +14.3% | |
ALL | ALLSTATE CORP COMstock | $92,000 | -2.1% | 742 | 0.0% | 0.02% | 0.0% | |
SAL | SALISBURY BANCORP INC COMstock | $96,000 | +1.1% | 4,016 | 0.0% | 0.02% | 0.0% | |
MDT | Sell | MEDTRONIC PLC SHSstock | $94,000 | -33.3% | 1,164 | -25.8% | 0.02% | -33.3% |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $90,000 | +7.1% | 629 | +2.4% | 0.02% | +7.1% |
PXD | Sell | PIONEER NAT RES CO COMstock | $87,000 | -17.1% | 400 | -15.1% | 0.02% | -16.7% |
GIS | Sell | GENERAL MLS INC COMstock | $90,000 | -7.2% | 1,180 | -8.4% | 0.02% | -6.2% |
QCOM | Sell | QUALCOMM INC COMstock | $89,000 | -22.6% | 788 | -12.2% | 0.02% | -21.1% |
IDA | Sell | IDACORP INC COMstock | $89,000 | -8.2% | 900 | -1.5% | 0.02% | -6.2% |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $86,000 | +7.5% | 384 | 0.0% | 0.02% | +15.4% | |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $85,000 | -13.3% | 1,210 | -1.1% | 0.02% | -6.2% |
MLHR | MILLERKNOLL INC COMstock | $88,000 | -40.5% | 5,652 | 0.0% | 0.02% | -40.0% | |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $86,000 | -33.3% | 1,257 | -20.6% | 0.02% | -31.8% |
IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $85,000 | -4.5% | 947 | 0.0% | 0.02% | 0.0% | |
RY | ROYAL BK CDA COMstock | $79,000 | -7.1% | 875 | 0.0% | 0.01% | 0.0% | |
SO | Buy | SOUTHERN CO COMstock | $83,000 | +1.2% | 1,225 | +7.0% | 0.01% | 0.0% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $84,000 | -4.5% | 291 | -6.4% | 0.01% | -6.7% |
NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $84,000 | +15.1% | 5,932 | 0.0% | 0.01% | +16.7% | |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $81,000 | +35.0% | 2,153 | +40.5% | 0.01% | +40.0% |
SCHK | New | SCHWAB 1000 INDEX ETFetf | $83,000 | – | 2,396 | +100.0% | 0.01% | – |
RSG | Buy | REPUBLIC SVCS INC COMstock | $78,000 | +11.4% | 576 | +8.1% | 0.01% | +8.3% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $74,000 | +25.4% | 1,200 | +20.0% | 0.01% | +30.0% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $76,000 | -8.4% | 1,662 | +3.5% | 0.01% | -7.1% |
SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFetf | $75,000 | -7.4% | 1,753 | 0.0% | 0.01% | -7.1% | |
GPC | Sell | GENUINE PARTS CO COMstock | $75,000 | +5.6% | 500 | -6.2% | 0.01% | +8.3% |
OCFC | OCEANFIRST FINL CORP COMstock | $75,000 | -2.6% | 4,000 | 0.0% | 0.01% | 0.0% | |
CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $68,000 | -4.2% | 5,425 | 0.0% | 0.01% | 0.0% | |
DVN | Sell | DEVON ENERGY CORP NEW COMstock | $69,000 | +7.8% | 1,144 | -1.0% | 0.01% | +9.1% |
SUI | Sell | SUN CMNTYS INC COMreit | $69,000 | -16.9% | 509 | -2.5% | 0.01% | -14.3% |
CTVA | Sell | CORTEVA INC COMstock | $73,000 | +2.8% | 1,271 | -2.9% | 0.01% | 0.0% |
GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $70,000 | – | 702 | +100.0% | 0.01% | – |
BLV | New | VANGUARD LONG-TERM BOND ETFetf | $70,000 | – | 967 | +100.0% | 0.01% | – |
HEI | Buy | HEICO CORP NEW COMstock | $73,000 | +10.6% | 507 | +1.2% | 0.01% | +9.1% |
BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $70,000 | -13.6% | 932 | -12.1% | 0.01% | -14.3% |
HSY | Sell | HERSHEY CO COMstock | $72,000 | -29.4% | 325 | -31.6% | 0.01% | -29.4% |
HBNC | HORIZON BANCORP INC COMstock | $70,000 | +2.9% | 3,897 | 0.0% | 0.01% | +9.1% | |
INTU | Buy | INTUIT COMstock | $72,000 | +7.5% | 187 | +7.5% | 0.01% | +9.1% |
ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $69,000 | -11.5% | 366 | -5.7% | 0.01% | -7.7% |
PSX | Sell | PHILLIPS 66 COMstock | $71,000 | -6.6% | 878 | -5.7% | 0.01% | -7.7% |
OEF | ISHARES S&P 100 ETFetf | $69,000 | -5.5% | 423 | 0.0% | 0.01% | 0.0% | |
ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $70,000 | -46.6% | 884 | -43.6% | 0.01% | -45.5% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $71,000 | +1083.3% | 680 | +1183.0% | 0.01% | +1100.0% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $68,000 | +21.4% | 503 | +24.8% | 0.01% | +33.3% |
AAL | AMERICAN AIRLS GROUP INC COMstock | $70,000 | -5.4% | 5,850 | 0.0% | 0.01% | 0.0% | |
NIO | NIO INC SPON ADSadr | $69,000 | -28.1% | 4,400 | 0.0% | 0.01% | -25.0% | |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $71,000 | 0.0% | 628 | +18.9% | 0.01% | 0.0% |
ATO | Sell | ATMOS ENERGY CORP COMstock | $67,000 | -15.2% | 661 | -6.2% | 0.01% | -15.4% |
FNDA | Buy | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $66,000 | +1000.0% | 1,562 | +1040.1% | 0.01% | +1000.0% |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $64,000 | -5.9% | 222 | 0.0% | 0.01% | 0.0% | |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $66,000 | -25.8% | 257 | -19.9% | 0.01% | -26.7% |
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $67,000 | +1575.0% | 1,399 | +1489.8% | 0.01% | +1000.0% |
KLAC | Sell | KLA CORP COM NEWstock | $64,000 | -13.5% | 212 | -9.0% | 0.01% | -8.3% |
IMCB | Buy | ISHARES MORNINGSTAR MID-CAP ETFetf | $64,000 | -3.0% | 1,179 | +0.4% | 0.01% | 0.0% |
WAL | Sell | WESTERN ALLIANCE BANCORP COMstock | $63,000 | -10.0% | 964 | -3.0% | 0.01% | -8.3% |
MBB | New | ISHARES MBS ETFetf | $64,000 | – | 700 | +100.0% | 0.01% | – |
ANTM | ELEVANCE HEALTH INC COMstock | $66,000 | -5.7% | 146 | 0.0% | 0.01% | -8.3% | |
MTB | Buy | M & T BK CORP COMstock | $65,000 | +32.7% | 369 | +19.0% | 0.01% | +37.5% |
CPB | CAMPBELL SOUP CO COMstock | $58,000 | -1.7% | 1,233 | 0.0% | 0.01% | 0.0% | |
COLB | COLUMBIA BKG SYS INC COMstock | $56,000 | 0.0% | 1,947 | 0.0% | 0.01% | +11.1% | |
NUE | Buy | NUCOR CORP COMstock | $58,000 | +26.1% | 546 | +22.7% | 0.01% | +25.0% |
ENB | ENBRIDGE INC COMstock | $60,000 | -11.8% | 1,615 | 0.0% | 0.01% | -9.1% | |
Buy | GENERAL ELECTRIC CO COM NEWstock | $56,000 | -3.4% | 908 | +0.4% | 0.01% | 0.0% | |
HEIA | Buy | HEICO CORP NEW CL Astock | $58,000 | +9.4% | 509 | +1.2% | 0.01% | +11.1% |
BLK | Sell | BLACKROCK INC COMstock | $61,000 | -14.1% | 110 | -6.0% | 0.01% | -16.7% |
OMF | ONEMAIN HLDGS INC COMstock | $59,000 | -21.3% | 2,000 | 0.0% | 0.01% | -23.1% | |
BNS | BANK NOVA SCOTIA HALIFAX COMstock | $54,000 | -19.4% | 1,137 | 0.0% | 0.01% | -18.2% | |
CME | Sell | CME GROUP INC COMstock | $50,000 | -23.1% | 280 | -11.9% | 0.01% | -18.2% |
XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $50,000 | -9.1% | 756 | 0.0% | 0.01% | 0.0% | |
TSN | Sell | TYSON FOODS INC CL Astock | $54,000 | -28.0% | 824 | -5.7% | 0.01% | -30.8% |
NUHY | New | NUVEEN ESG HIGH YIELD CORPORATE BOND ETFetf | $50,000 | – | 2,555 | +100.0% | 0.01% | – |
CP | CANADIAN PAC RY LTD COMstock | $50,000 | -3.8% | 750 | 0.0% | 0.01% | 0.0% | |
DD | DUPONT DE NEMOURS INC COMstock | $51,000 | -8.9% | 1,012 | 0.0% | 0.01% | 0.0% | |
DOCU | DOCUSIGN INC COMstock | $53,000 | -7.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $52,000 | -10.3% | 305 | -8.4% | 0.01% | -10.0% |
MAS | MASCO CORP COMstock | $53,000 | -8.6% | 1,145 | 0.0% | 0.01% | -10.0% | |
ZTS | Sell | ZOETIS INC CL Astock | $50,000 | -24.2% | 336 | -12.0% | 0.01% | -18.2% |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $52,000 | – | 1,086 | +100.0% | 0.01% | – |
SDC | SMILEDIRECTCLUB INC CL A COMstock | $51,000 | -12.1% | 56,165 | 0.0% | 0.01% | -10.0% | |
GM | Sell | GENERAL MTRS CO COMstock | $53,000 | -10.2% | 1,648 | -10.6% | 0.01% | -10.0% |
ORMP | ORAMED PHARMACEUTICALS INC COM NEWstock | $51,000 | +41.7% | 7,911 | 0.0% | 0.01% | +50.0% | |
GILD | Sell | GILEAD SCIENCES INC COMstock | $55,000 | -36.0% | 892 | -36.0% | 0.01% | -35.7% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $51,000 | -44.6% | 313 | -37.9% | 0.01% | -40.0% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $54,000 | +1.9% | 364 | +8.3% | 0.01% | 0.0% |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $50,000 | -26.5% | 582 | -17.6% | 0.01% | -18.2% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $53,000 | -50.5% | 742 | -50.3% | 0.01% | -50.0% |
IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $53,000 | 0.0% | 256 | 0.0% | 0.01% | 0.0% | |
CRM | Sell | SALESFORCE INC COMstock | $55,000 | -40.9% | 384 | -31.9% | 0.01% | -43.8% |
GBCI | Sell | GLACIER BANCORP INC NEW COMstock | $44,000 | 0.0% | 904 | -2.1% | 0.01% | +14.3% |
GUNR | Sell | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $48,000 | -48.9% | 1,281 | -45.7% | 0.01% | -50.0% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $45,000 | +4.7% | 30 | -9.1% | 0.01% | +14.3% |
NFLX | Sell | NETFLIX INC COMstock | $46,000 | +17.9% | 195 | -13.3% | 0.01% | +14.3% |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $46,000 | +7.0% | 3,134 | 0.0% | 0.01% | +14.3% | |
APD | AIR PRODS & CHEMS INC COMstock | $46,000 | -2.1% | 196 | 0.0% | 0.01% | 0.0% | |
CM | CANADIAN IMPERIAL BK COMM TORO COMstock | $48,000 | -11.1% | 1,104 | 0.0% | 0.01% | -11.1% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $49,000 | -18.3% | 880 | -7.1% | 0.01% | -20.0% |
VFH | Sell | VANGUARD FINANCIALS ETFetf | $49,000 | -26.9% | 662 | -23.2% | 0.01% | -27.3% |
VGSH | New | VANGUARD SHORT-TERM TREASURY ETFetf | $49,000 | – | 850 | +100.0% | 0.01% | – |
VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $47,000 | – | 615 | +100.0% | 0.01% | – |
ALTO | ALTO INGREDIENTS INC COMstock | $47,000 | -2.1% | 13,000 | 0.0% | 0.01% | 0.0% | |
ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $46,000 | +9.5% | 4,170 | 0.0% | 0.01% | +14.3% | |
WHR | WHIRLPOOL CORP COMstock | $45,000 | -13.5% | 333 | 0.0% | 0.01% | -11.1% | |
XFLT | Buy | XAI OCTAGON FLOATING RATE & AL COMcef | $47,000 | -11.3% | 7,875 | +3.1% | 0.01% | -11.1% |
EAGG | New | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $45,000 | – | 962 | +100.0% | 0.01% | – |
DOW | DOW INC COMstock | $44,000 | -15.4% | 1,002 | 0.0% | 0.01% | -11.1% | |
FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $47,000 | -9.6% | 1,320 | -1.6% | 0.01% | -11.1% |
HDEF | New | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETFetf | $49,000 | – | 2,686 | +100.0% | 0.01% | – |
FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $46,000 | 0.0% | 1,050 | 0.0% | 0.01% | 0.0% | |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $42,000 | -26.3% | 1,350 | -9.5% | 0.01% | -30.0% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COMstock | $43,000 | +34.4% | 595 | +22.9% | 0.01% | +40.0% |
NUMG | New | NUVEEN ESG MID-CAP GROWTH ETFetf | $42,000 | – | 1,267 | +100.0% | 0.01% | – |
PRFZ | New | INVESCO FTSE RAFI US 1500 SMALL-MID ETFetf | $41,000 | – | 281 | +100.0% | 0.01% | – |
VTWG | VANGUARD RUSSELL 2000 GROWTH ETFetf | $42,000 | 0.0% | 281 | 0.0% | 0.01% | 0.0% | |
UAL | Buy | UNITED AIRLS HLDGS INC COMstock | $38,000 | -5.0% | 1,173 | +4.5% | 0.01% | 0.0% |
FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETFetf | $41,000 | -2.4% | 2,462 | 0.0% | 0.01% | 0.0% | |
DLTR | Sell | DOLLAR TREE INC COMstock | $42,000 | -23.6% | 310 | -12.4% | 0.01% | -22.2% |
TMUS | T-MOBILE US INC COMstock | $41,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% | |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $38,000 | -13.6% | 865 | -5.5% | 0.01% | 0.0% |
DCO | DUCOMMUN INC DEL COMstock | $42,000 | -6.7% | 1,050 | 0.0% | 0.01% | -12.5% | |
PLD | Sell | PROLOGIS INC. COMreit | $42,000 | -80.1% | 416 | -76.7% | 0.01% | -80.0% |
USB | Sell | US BANCORP DEL COM NEWstock | $42,000 | -44.0% | 1,053 | -35.7% | 0.01% | -46.2% |
HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $38,000 | +90.0% | 617 | +144.8% | 0.01% | +133.3% |
PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $42,000 | +100.0% | 1,316 | +107.6% | 0.01% | +75.0% |
D | Sell | DOMINION ENERGY INC COMstock | $39,000 | -57.1% | 567 | -50.2% | 0.01% | -53.3% |
TFC | Sell | TRUIST FINL CORP COMstock | $41,000 | -18.0% | 944 | -10.1% | 0.01% | -12.5% |
EMB | New | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $42,000 | – | 527 | +100.0% | 0.01% | – |
AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $38,000 | +11.8% | 177 | +32.1% | 0.01% | +16.7% |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $42,000 | 0.0% | 664 | 0.0% | 0.01% | 0.0% | |
DAN | Buy | DANA INC COMstock | $35,000 | -16.7% | 3,039 | +0.7% | 0.01% | -14.3% |
STE | Buy | STERIS PLC SHS USDstock | $37,000 | +3600.0% | 221 | +3057.1% | 0.01% | – |
NX | QUANEX BLDG PRODS CORP COMstock | $33,000 | -19.5% | 1,797 | 0.0% | 0.01% | -14.3% | |
FRC | Sell | FIRST REP BK SAN FRANCISCO CAL COMstock | $36,000 | -36.8% | 278 | -29.3% | 0.01% | -40.0% |
PGR | Sell | PROGRESSIVE CORP COMstock | $33,000 | -52.2% | 286 | -52.0% | 0.01% | -50.0% |
ETR | ENTERGY CORP NEW COMstock | $34,000 | -10.5% | 338 | 0.0% | 0.01% | 0.0% | |
PDN | New | INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETFetf | $35,000 | – | 1,384 | +100.0% | 0.01% | – |
MDYG | New | SPDR S&P 400 MID CAP GROWTH ETFetf | $34,000 | – | 565 | +100.0% | 0.01% | – |
BIIB | BIOGEN INC COMstock | $34,000 | +30.8% | 127 | 0.0% | 0.01% | +50.0% | |
LKFN | Buy | LAKELAND FINL CORP COMstock | $34,000 | +9.7% | 463 | +0.4% | 0.01% | +20.0% |
RACE | FERRARI N V COMstock | $37,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
ICF | Sell | ISHARES COHEN & STEERS REIT ETFetf | $37,000 | -42.2% | 688 | -34.3% | 0.01% | -45.5% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $36,000 | -10.0% | 1,152 | +4.5% | 0.01% | -14.3% |
ADI | Sell | ANALOG DEVICES INC COMstock | $34,000 | -38.2% | 247 | -34.0% | 0.01% | -33.3% |
WSM | WILLIAMS SONOMA INC COMstock | $33,000 | +3.1% | 284 | 0.0% | 0.01% | +20.0% | |
VLO | Sell | VALERO ENERGY CORP COMstock | $35,000 | -30.0% | 325 | -31.6% | 0.01% | -25.0% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $34,000 | -35.8% | 428 | -7.6% | 0.01% | -33.3% |
MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $33,000 | -17.5% | 760 | -17.2% | 0.01% | -14.3% |
NOK | NOKIA CORP SPONSORED ADRadr | $33,000 | -8.3% | 7,800 | 0.0% | 0.01% | 0.0% | |
XEL | Buy | XCEL ENERGY INC COMstock | $34,000 | -8.1% | 525 | +0.6% | 0.01% | 0.0% |
PEAK | HEALTHPEAK PROPERTIES INC COMreit | $37,000 | -11.9% | 1,610 | 0.0% | 0.01% | -14.3% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $32,000 | -5.9% | 154 | 0.0% | 0.01% | -16.7% | |
BHC | Buy | BAUSCH HEALTH COS INC COMstock | $28,000 | +64.7% | 4,000 | +100.0% | 0.01% | +66.7% |
BOH | Buy | BANK HAWAII CORP COMstock | $29,000 | +3.6% | 380 | +0.8% | 0.01% | 0.0% |
SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $29,000 | -14.7% | 125 | 0.0% | 0.01% | -16.7% | |
CARR | CARRIER GLOBAL CORPORATION COMstock | $29,000 | 0.0% | 803 | 0.0% | 0.01% | 0.0% | |
SNGX | SOLIGENIX INC COMstock | $31,000 | -27.9% | 71,658 | 0.0% | 0.01% | -28.6% | |
OUNZ | VANECK MERK GOLD TRUSTetf | $29,000 | -9.4% | 1,800 | 0.0% | 0.01% | 0.0% | |
LDOS | LEIDOS HOLDINGS INC COMstock | $31,000 | -11.4% | 349 | 0.0% | 0.01% | -16.7% | |
AXON | AXON ENTERPRISE INC COMstock | $30,000 | +25.0% | 256 | 0.0% | 0.01% | +25.0% | |
CHD | New | CHURCH & DWIGHT CO INC COMstock | $27,000 | – | 384 | +100.0% | 0.01% | – |
FCOM | Buy | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $27,000 | +170.0% | 858 | +212.0% | 0.01% | +150.0% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $27,000 | -10.0% | 319 | +0.9% | 0.01% | 0.0% |
BK | BANK NEW YORK MELLON CORP COMstock | $31,000 | -6.1% | 800 | 0.0% | 0.01% | -16.7% | |
CPRT | Buy | COPART INC COMstock | $30,000 | +1400.0% | 281 | +1461.1% | 0.01% | – |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $28,000 | -12.5% | 174 | -19.4% | 0.01% | 0.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $31,000 | -32.6% | 497 | -17.2% | 0.01% | -37.5% |
CAH | Buy | CARDINAL HEALTH INC COMstock | $30,000 | +25.0% | 456 | +0.9% | 0.01% | +25.0% |
IXN | ISHARES GLOBAL TECH ETFetf | $27,000 | -6.9% | 630 | 0.0% | 0.01% | 0.0% | |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $32,000 | -15.8% | 2,817 | -0.7% | 0.01% | -16.7% | |
YTRA | YATRA ONLINE INC ORD SHSstock | $31,000 | -3.1% | 14,000 | 0.0% | 0.01% | 0.0% | |
BXP | Buy | BOSTON PROPERTIES INC COMreit | $31,000 | -6.1% | 415 | +11.0% | 0.01% | -16.7% |
SLY | Buy | SPDR S&P 600 SMALL CAP ETFetf | $28,000 | +833.3% | 374 | +835.0% | 0.01% | +400.0% |
PSCH | INVESCO S&P SMALLCAP HEALTH CARE ETFetf | $31,000 | -3.1% | 232 | 0.0% | 0.01% | 0.0% | |
VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $32,000 | +540.0% | 344 | +561.5% | 0.01% | +400.0% |
EA | Sell | ELECTRONIC ARTS INC COMstock | $30,000 | -11.8% | 258 | -7.2% | 0.01% | -16.7% |
FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $32,000 | -13.5% | 773 | 0.0% | 0.01% | -16.7% | |
WTFC | Buy | WINTRUST FINL CORP COMstock | $31,000 | +3.3% | 376 | +0.3% | 0.01% | 0.0% |
FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $30,000 | – | 592 | +100.0% | 0.01% | – |
UWMC | UWM HOLDINGS CORPORATION COM CL Astock | $30,000 | -18.9% | 10,408 | 0.0% | 0.01% | -16.7% | |
NTES | Sell | NETEASE INC SPONSORED ADSadr | $27,000 | -22.9% | 360 | -4.8% | 0.01% | -16.7% |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $30,000 | -50.0% | 1,081 | -43.6% | 0.01% | -50.0% |
XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $30,000 | +11.1% | 364 | +18.2% | 0.01% | 0.0% |
NI | NISOURCE INC COMstock | $31,000 | -13.9% | 1,224 | 0.0% | 0.01% | -16.7% | |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $28,000 | -41.7% | 368 | -35.0% | 0.01% | -37.5% |
SAIC | SCIENCE APPLICATIONS INTL CORP COMstock | $24,000 | -7.7% | 274 | 0.0% | 0.00% | 0.0% | |
EQT | Buy | EQT CORP COMstock | $21,000 | +16.7% | 526 | +0.4% | 0.00% | +33.3% |
LEG | Sell | LEGGETT & PLATT INC COMstock | $24,000 | -7.7% | 719 | -4.8% | 0.00% | 0.0% |
OAS | New | CHORD ENERGY CORPORATION COM NEWstock | $21,000 | – | 150 | +100.0% | 0.00% | – |
FLUENCE ENERGY INC COM CL Astock | $22,000 | +57.1% | 1,492 | 0.0% | 0.00% | +100.0% | ||
LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $22,000 | – | 2,976 | +22792.3% | 0.00% | – |
JCI | JOHNSON CTLS INTL PLC SHSstock | $25,000 | +4.2% | 499 | 0.0% | 0.00% | 0.0% | |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $22,000 | -4.3% | 336 | 0.0% | 0.00% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $26,000 | -10.3% | 125 | 0.0% | 0.00% | -20.0% | |
VNQ | VANGUARD REAL ESTATE ETFetf | $23,000 | -11.5% | 288 | 0.0% | 0.00% | 0.0% | |
CCI | Sell | CROWN CASTLE INC COMreit | $25,000 | -43.2% | 175 | -33.7% | 0.00% | -42.9% |
BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $22,000 | -8.3% | 1,250 | 0.0% | 0.00% | 0.0% | |
INVH | Sell | INVITATION HOMES INC COMreit | $23,000 | -17.9% | 675 | -13.1% | 0.00% | -20.0% |
KHC | KRAFT HEINZ CO COMstock | $26,000 | -10.3% | 766 | 0.0% | 0.00% | -20.0% | |
O | Sell | REALTY INCOME CORP COMreit | $23,000 | -25.8% | 401 | -12.6% | 0.00% | -20.0% |
BDX | BECTON DICKINSON & CO COMstock | $22,000 | -12.0% | 100 | 0.0% | 0.00% | 0.0% | |
BAX | BAXTER INTL INC COMstock | $23,000 | -14.8% | 422 | 0.0% | 0.00% | -20.0% | |
SYF | Buy | SYNCHRONY FINANCIAL COMstock | $22,000 | +10.0% | 776 | +5.6% | 0.00% | +33.3% |
UL | Sell | UNILEVER PLC SPON ADR NEWadr | $23,000 | -14.8% | 531 | -10.5% | 0.00% | -20.0% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $22,000 | -21.4% | 135 | +141.1% | 0.00% | -20.0% |
HTGC | Buy | HERCULES CAPITAL INC COMcef | $23,000 | -11.5% | 1,972 | +2.3% | 0.00% | 0.0% |
FYX | New | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $21,000 | – | 285 | +100.0% | 0.00% | – |
XLG | INVESCO S&P 500 TOP 50 ETFetf | $26,000 | -3.7% | 95 | 0.0% | 0.00% | -20.0% | |
IBB | ISHARES BIOTECHNOLOGY ETFetf | $22,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
NCNA | Buy | NUCANA PLC SPONSORED ADRadr | $22,000 | +450.0% | 21,000 | +250.0% | 0.00% | +300.0% |
IOO | New | ISHARES GLOBAL 100 ETFetf | $26,000 | – | 430 | +100.0% | 0.00% | – |
INVENTRUST PPTYS CORP COM NEWreit | $25,000 | -16.7% | 1,176 | 0.0% | 0.00% | -20.0% | ||
WSO | Buy | WATSCO INC COMstock | $26,000 | +1200.0% | 100 | +1150.0% | 0.00% | – |
DHI | Buy | D R HORTON INC COMstock | $23,000 | +27.8% | 344 | +25.5% | 0.00% | +33.3% |
EXC | EXELON CORP COMstock | $22,000 | -18.5% | 590 | 0.0% | 0.00% | -20.0% | |
TRMB | TRIMBLE INC COMstock | $23,000 | -4.2% | 420 | 0.0% | 0.00% | 0.0% | |
CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $24,000 | -20.0% | 3,349 | -4.3% | 0.00% | -20.0% |
CRUS | Buy | CIRRUS LOGIC INC COMstock | $24,000 | +26.3% | 342 | +28.1% | 0.00% | +33.3% |
Sell | GSK PLC SPONSORED ADRadr | $21,000 | -46.2% | 707 | -20.1% | 0.00% | -42.9% | |
ICLN | Buy | ISHARES GLOBAL CLEAN ENERGY ETFetf | $22,000 | +100.0% | 1,131 | +104.2% | 0.00% | +100.0% |
WWD | New | WOODWARD INC COMstock | $21,000 | – | 262 | +100.0% | 0.00% | – |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $25,000 | 0.0% | 654 | +0.8% | 0.00% | 0.0% |
SJM | SMUCKER J M CO COM NEWstock | $24,000 | +4.3% | 176 | 0.0% | 0.00% | 0.0% | |
MIDD | MIDDLEBY CORP COMstock | $21,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
LIN | LINDE PLC SHSstock | $23,000 | -4.2% | 85 | 0.0% | 0.00% | 0.0% | |
SIRI | Sell | SIRIUS XM HOLDINGS INC COMstock | $26,000 | -16.1% | 4,500 | -10.6% | 0.00% | -20.0% |
KRG | KITE RLTY GROUP TR COM NEWreit | $22,000 | 0.0% | 1,284 | 0.0% | 0.00% | 0.0% | |
ON | Buy | ON SEMICONDUCTOR CORP COMstock | $26,000 | +225.0% | 414 | +165.4% | 0.00% | +300.0% |
SLV | ISHARES SILVER TRUSTetf | $26,000 | -7.1% | 1,500 | 0.0% | 0.00% | -20.0% | |
ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $21,000 | -16.0% | 58 | -7.9% | 0.00% | 0.0% |
ESGE | Buy | ISHARES ESG AWARE MSCI EM ETFetf | $23,000 | – | 818 | +81700.0% | 0.00% | – |
MOH | Sell | MOLINA HEALTHCARE INC COMstock | $24,000 | +9.1% | 74 | -6.3% | 0.00% | 0.0% |
SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $26,000 | -7.1% | 1,422 | 0.0% | 0.00% | -20.0% | |
EOLS | EVOLUS INC COMstock | $22,000 | -29.0% | 2,674 | 0.0% | 0.00% | -20.0% | |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $23,000 | +4.5% | 539 | +12.5% | 0.00% | 0.0% |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $22,000 | -4.3% | 328 | 0.0% | 0.00% | 0.0% | |
ABB | Sell | ABB LTD SPONSORED ADRadr | $18,000 | -25.0% | 717 | -21.5% | 0.00% | -25.0% |
LNT | ALLIANT ENERGY CORP COMstock | $16,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC COMstock | $17,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
AVB | Sell | AVALONBAY CMNTYS INC COMreit | $16,000 | -11.1% | 87 | -8.4% | 0.00% | 0.0% |
BIO | Buy | BIO RAD LABS INC CL Astock | $15,000 | -6.2% | 36 | +9.1% | 0.00% | 0.0% |
BKH | BLACK HILLS CORP COMstock | $20,000 | -9.1% | 300 | 0.0% | 0.00% | -25.0% | |
CF | New | CF INDS HLDGS INC COMstock | $15,000 | – | 159 | +100.0% | 0.00% | – |
CI | CIGNA CORP NEW COMstock | $17,000 | +6.2% | 62 | 0.0% | 0.00% | 0.0% | |
CRH | CRH PLC ADRadr | $16,000 | -11.1% | 510 | 0.0% | 0.00% | 0.0% | |
CADENCE BANK COMstock | $20,000 | +5.3% | 794 | 0.0% | 0.00% | 0.0% | ||
CSR | New | CENTERSPACE COMreit | $19,000 | – | 280 | +100.0% | 0.00% | – |
CHX | Sell | CHAMPIONX CORPORATION COMstock | $20,000 | -4.8% | 1,022 | -2.4% | 0.00% | -25.0% |
C | Sell | CITIGROUP INC COM NEWstock | $15,000 | -31.8% | 368 | -21.7% | 0.00% | -25.0% |
EMO | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $16,000 | +6.7% | 650 | 0.0% | 0.00% | 0.0% | |
CONSTELLATION ENERGY CORP COMstock | $16,000 | +45.5% | 196 | 0.0% | 0.00% | +50.0% | ||
CMI | CUMMINS INC COMstock | $20,000 | +5.3% | 100 | 0.0% | 0.00% | 0.0% | |
DM | DESKTOP METAL INC COM CL Astock | $15,000 | +15.4% | 5,802 | 0.0% | 0.00% | +50.0% | |
DG | DOLLAR GEN CORP NEW COMstock | $15,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
ECL | Buy | ECOLAB INC COMstock | $18,000 | +260.0% | 126 | +281.8% | 0.00% | +200.0% |
FHLC | Sell | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $19,000 | -9.5% | 335 | -3.7% | 0.00% | -25.0% |
FXO | New | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $16,000 | – | 435 | +100.0% | 0.00% | – |
FIVN | FIVE9 INC COMstock | $19,000 | -17.4% | 256 | 0.0% | 0.00% | -25.0% | |
GME | Buy | GAMESTOP CORP NEW CL Astock | $20,000 | -16.7% | 800 | +300.0% | 0.00% | -25.0% |
THG | HANOVER INS GROUP INC COMstock | $18,000 | -14.3% | 144 | 0.0% | 0.00% | -25.0% | |
HOLX | Buy | HOLOGIC INC COMstock | $20,000 | +33.3% | 317 | +48.1% | 0.00% | 0.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $19,000 | -5.0% | 199 | 0.0% | 0.00% | 0.0% | |
IYR | ISHARES U.S. REAL ESTATE ETFetf | $20,000 | -9.1% | 240 | 0.0% | 0.00% | -25.0% | |
SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $20,000 | +1900.0% | 267 | +2570.0% | 0.00% | – |
IDRV | ISHARES SELF-DRIVING EV & TECH ETFetf | $16,000 | -11.1% | 476 | 0.0% | 0.00% | 0.0% | |
KSS | KOHLS CORP COMstock | $18,000 | -28.0% | 704 | 0.0% | 0.00% | -25.0% | |
LHCG | LHC GROUP INC COMstock | $15,000 | +7.1% | 93 | 0.0% | 0.00% | +50.0% | |
LPLA | LPL FINL HLDGS INC COMstock | $16,000 | +14.3% | 74 | 0.0% | 0.00% | +50.0% | |
LADR | LADDER CAP CORP CL Areit | $20,000 | -16.7% | 2,286 | 0.0% | 0.00% | -25.0% | |
LEN | LENNAR CORP CL Astock | $19,000 | +5.6% | 260 | 0.0% | 0.00% | 0.0% | |
LAD | Sell | LITHIA MTRS INC COMstock | $17,000 | -26.1% | 77 | -8.3% | 0.00% | -25.0% |
LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $15,000 | +25.0% | 2,009 | 0.0% | 0.00% | +50.0% | |
MFC | MANULIFE FINL CORP COMstock | $15,000 | -11.8% | 954 | 0.0% | 0.00% | 0.0% | |
MRNA | Buy | MODERNA INC COMstock | $18,000 | -14.3% | 154 | +6.9% | 0.00% | -25.0% |
MUSA | MURPHY USA INC COMstock | $18,000 | +20.0% | 65 | 0.0% | 0.00% | 0.0% | |
NUV | Sell | NUVEEN MUN VALUE FD INC COMcef | $20,000 | -47.4% | 2,364 | -44.8% | 0.00% | -50.0% |
ODC | New | OIL DRI CORP AMER COMstock | $16,000 | – | 654 | +100.0% | 0.00% | – |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $15,000 | -37.5% | 230 | -32.7% | 0.00% | -25.0% |
PLUG | PLUG POWER INC COM NEWstock | $19,000 | +26.7% | 888 | 0.0% | 0.00% | 0.0% | |
TROW | Sell | PRICE T ROWE GROUP INC COMstock | $19,000 | -26.9% | 179 | -21.8% | 0.00% | -25.0% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $20,000 | -4.8% | 230 | +6.5% | 0.00% | -25.0% |
RHI | ROBERT HALF INTL INC COMstock | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
RBLX | ROBLOX CORP CL Astock | $16,000 | +6.7% | 450 | 0.0% | 0.00% | 0.0% | |
Buy | SHELL PLC SPON ADSadr | $16,000 | -5.9% | 325 | +0.9% | 0.00% | 0.0% | |
PSK | New | SPDR ICE PREFERRED SECURITIES ETFetf | $20,000 | – | 582 | +100.0% | 0.00% | – |
SPYV | Sell | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $15,000 | -40.0% | 432 | -37.4% | 0.00% | -25.0% |
XBI | SPDR S&P BIOTECH ETFetf | $16,000 | +6.7% | 207 | 0.0% | 0.00% | 0.0% | |
SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $18,000 | -10.0% | 501 | +0.2% | 0.00% | 0.0% |
SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $17,000 | – | 284 | +100.0% | 0.00% | – |
SPPP | SPROTT PHYSICAL PLAT PALLAD TS UNITcef | $16,000 | +6.7% | 1,100 | 0.0% | 0.00% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC COMstock | $19,000 | -29.6% | 255 | 0.0% | 0.00% | -40.0% | |
STLD | Sell | STEEL DYNAMICS INC COMstock | $19,000 | -42.4% | 265 | -47.1% | 0.00% | -50.0% |
SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $19,000 | +5.6% | 1,236 | +2.1% | 0.00% | 0.0% |
TTEK | TETRA TECH INC NEW COMstock | $15,000 | -6.2% | 119 | 0.0% | 0.00% | 0.0% | |
TTD | Sell | THE TRADE DESK INC COM CL Astock | $15,000 | +25.0% | 250 | -10.7% | 0.00% | +50.0% |
UFPI | UFP INDUSTRIES INC COMstock | $15,000 | +7.1% | 202 | 0.0% | 0.00% | +50.0% | |
GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $18,000 | -10.0% | 621 | 0.0% | 0.00% | 0.0% | |
HYD | New | VANECK HIGH YIELD MUNI ETFetf | $15,000 | – | 308 | +100.0% | 0.00% | – |
MGK | VANGUARD MEGA CAP GROWTH ETFetf | $17,000 | -5.6% | 100 | 0.0% | 0.00% | 0.0% | |
VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $18,000 | -5.3% | 113 | 0.0% | 0.00% | 0.0% | |
IVOO | VANGUARD S&P MID-CAP 400 ETFetf | $18,000 | -5.3% | 123 | 0.0% | 0.00% | 0.0% | |
VAW | New | VANGUARD MATERIALS ETFetf | $15,000 | – | 104 | +100.0% | 0.00% | – |
VPU | New | VANGUARD UTILITIES ETFetf | $15,000 | – | 107 | +100.0% | 0.00% | – |
VCTR | VICTORY CAP HLDGS INC COM CL Astock | $15,000 | 0.0% | 631 | 0.0% | 0.00% | 0.0% | |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $19,000 | +11.8% | 210 | +24.3% | 0.00% | 0.0% |
WU | Buy | WESTERN UN CO COMstock | $16,000 | -15.8% | 1,172 | +1.5% | 0.00% | 0.0% |
XHR | XENIA HOTELS & RESORTS INC COMreit | $20,000 | -4.8% | 1,468 | 0.0% | 0.00% | -25.0% | |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $16,000 | -27.3% | 61 | -17.6% | 0.00% | -25.0% |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $20,000 | -4.8% | 546 | 0.0% | 0.00% | -25.0% | |
SFL | SFL CORPORATION LTD SHSstock | $18,000 | -5.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
LYV | New | LIVE NATION ENTERTAINMENT INC COMstock | $13,000 | – | 173 | +100.0% | 0.00% | – |
RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $14,000 | -17.6% | 369 | -26.2% | 0.00% | -33.3% |
RGEN | REPLIGEN CORP COMstock | $9,000 | +12.5% | 50 | 0.0% | 0.00% | +100.0% | |
NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $11,000 | -8.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $11,000 | +10.0% | 287 | 0.0% | 0.00% | 0.0% | |
VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $11,000 | – | 214 | +100.0% | 0.00% | – |
CE | Sell | CELANESE CORP DEL COMstock | $10,000 | -79.2% | 111 | -73.0% | 0.00% | -75.0% |
MGV | New | VANGUARD MEGA CAP VALUE ETFetf | $10,000 | – | 107 | +100.0% | 0.00% | – |
LUCID GROUP INC COMstock | $13,000 | -18.8% | 950 | 0.0% | 0.00% | -33.3% | ||
OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $10,000 | 0.0% | 350 | +2.0% | 0.00% | 0.0% |
HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $10,000 | -33.3% | 87 | -34.1% | 0.00% | -33.3% |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $12,000 | -33.3% | 39 | 0.0% | 0.00% | -33.3% | |
New | RUMBLE INC COM CL Astock | $11,000 | – | 871 | +100.0% | 0.00% | – | |
R | New | RYDER SYS INC COMstock | $10,000 | – | 129 | +100.0% | 0.00% | – |
TAN | New | INVESCO SOLAR ETFetf | $9,000 | – | 128 | +100.0% | 0.00% | – |
PBA | PEMBINA PIPELINE CORP COMstock | $9,000 | -18.2% | 300 | 0.0% | 0.00% | 0.0% | |
ULTA | Sell | ULTA BEAUTY INC COMstock | $11,000 | -47.6% | 27 | -50.0% | 0.00% | -50.0% |
KSM | DWS STRATEGIC MUNI INCOMEcef | $11,000 | -8.3% | 1,346 | 0.0% | 0.00% | 0.0% | |
DKS | DICKS SPORTING GOODS INC COMstock | $10,000 | +25.0% | 100 | 0.0% | 0.00% | +100.0% | |
HIG | HARTFORD FINL SVCS GROUP INC COMstock | $12,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
MAN | New | MANPOWERGROUP INC WIS COMstock | $14,000 | – | 214 | +100.0% | 0.00% | – |
TYG | TORTOISE ENERGY INFRA CORP COMcef | $12,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
TPX | TEMPUR SEALY INTL INC COMstock | $13,000 | +18.2% | 536 | 0.0% | 0.00% | 0.0% | |
EOG | Sell | EOG RES INC COMstock | $13,000 | -53.6% | 112 | -56.4% | 0.00% | -60.0% |
SWCH | New | SWITCH INC CL Astock | $11,000 | – | 331 | +100.0% | 0.00% | – |
SAVE | SPIRIT AIRLS INC COMstock | $10,000 | -16.7% | 508 | 0.0% | 0.00% | 0.0% | |
STLA | STELLANTIS N.V SHSstock | $12,000 | 0.0% | 972 | 0.0% | 0.00% | 0.0% | |
FAST | FASTENAL CO COMstock | $12,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $13,000 | +44.4% | 861 | +50.5% | 0.00% | 0.0% |
NTRS | Sell | NORTHERN TR CORP COMstock | $13,000 | -55.2% | 154 | -49.0% | 0.00% | -60.0% |
IGSB | New | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $13,000 | – | 256 | +100.0% | 0.00% | – |
FDX | Sell | FEDEX CORP COMstock | $13,000 | -53.6% | 90 | -28.0% | 0.00% | -60.0% |
ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $10,000 | -54.5% | 132 | -52.2% | 0.00% | -50.0% |
SOFI | SOFI TECHNOLOGIES INC COMstock | $12,000 | -7.7% | 2,551 | 0.0% | 0.00% | 0.0% | |
FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $9,000 | -10.0% | 219 | 0.0% | 0.00% | 0.0% | |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $14,000 | -51.7% | 162 | -48.1% | 0.00% | -60.0% |
FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETFetf | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
ONTO | ONTO INNOVATION INC COMstock | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% | |
SHOP | Buy | SHOPIFY INC CL Astock | $14,000 | +40.0% | 530 | +60.6% | 0.00% | 0.0% |
ADX | Sell | ADAMS DIVERSIFIED EQUITY FD COMcef | $10,000 | -23.1% | 713 | -17.1% | 0.00% | 0.0% |
ALLE | ALLEGION PLC ORD SHSstock | $12,000 | -7.7% | 133 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $14,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $11,000 | +22.2% | 3,177 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $14,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
ALB | Buy | ALBEMARLE CORP COMstock | $12,000 | – | 46 | +100.0% | 0.00% | – |
OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $9,000 | -35.7% | 2,915 | 0.0% | 0.00% | 0.0% | |
XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | |
DSI | New | ISHARES MSCI KLD 400 SOCIAL ETFetf | $10,000 | – | 150 | +100.0% | 0.00% | – |
LRCX | Buy | LAM RESEARCH CORP COMstock | $14,000 | +7.7% | 39 | +30.0% | 0.00% | 0.0% |
QCLN | New | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $10,000 | – | 181 | +100.0% | 0.00% | – |
MKL | MARKEL CORP COMstock | $10,000 | -16.7% | 9 | 0.0% | 0.00% | 0.0% | |
FNDE | New | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $10,000 | – | 407 | +100.0% | 0.00% | – |
ALLY | Buy | ALLY FINL INC COMstock | $14,000 | -12.5% | 487 | +0.8% | 0.00% | -33.3% |
TUSA | FIRST TRUST DIVIDEND STRENGTH ETFetf | $12,000 | -7.7% | 310 | 0.0% | 0.00% | 0.0% | |
New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $12,000 | – | 707 | +100.0% | 0.00% | – | |
PUMP | Sell | PROPETRO HLDG CORP COMstock | $10,000 | -23.1% | 1,300 | -3.3% | 0.00% | 0.0% |
SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% | |
FNX | New | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $12,000 | – | 155 | +100.0% | 0.00% | – |
SCHO | New | SCHWAB SHORT-TERM US TREASURY ETFetf | $9,000 | – | 196 | +100.0% | 0.00% | – |
KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $11,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
ANSS | Buy | ANSYS INC COMstock | $9,000 | +80.0% | 40 | +81.8% | 0.00% | +100.0% |
WEBER INC CL Astock | $10,000 | -9.1% | 1,500 | 0.0% | 0.00% | 0.0% | ||
VTRS | Buy | VIATRIS INC COMstock | $10,000 | -16.7% | 1,192 | +0.1% | 0.00% | 0.0% |
VRNA | VERONA PHARMA PLC SPONSORED ADSadr | $9,000 | +125.0% | 892 | 0.0% | 0.00% | +100.0% | |
BP | New | BP PLC SPONSORED ADRadr | $14,000 | – | 500 | +100.0% | 0.00% | – |
BC | BRUNSWICK CORP COMstock | $10,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
QS | QUANTUMSCAPE CORP COM CL Astock | $14,000 | 0.0% | 1,646 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $11,000 | -38.9% | 466 | -10.2% | 0.00% | -33.3% |
QIPT | QUIPT HOME MEDICAL CORP COMstock | $10,000 | -9.1% | 2,443 | 0.0% | 0.00% | 0.0% | |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $9,000 | -47.1% | 152 | -46.7% | 0.00% | -33.3% |
VDE | New | VANGUARD ENERGY ETFetf | $12,000 | – | 121 | +100.0% | 0.00% | – |
OTTR | Buy | OTTER TAIL CORP COMstock | $10,000 | -9.1% | 158 | +0.6% | 0.00% | 0.0% |
COF | CAPITAL ONE FINL CORP COMstock | $10,000 | -9.1% | 108 | 0.0% | 0.00% | 0.0% | |
RC | READY CAPITAL CORP COMreit | $10,000 | -9.1% | 950 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP COMstock | $11,000 | +22.2% | 905 | 0.0% | 0.00% | 0.0% | |
MTH | MERITAGE HOMES CORP COMstock | $12,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW COMstock | $10,000 | +11.1% | 499 | 0.0% | 0.00% | 0.0% | |
SHW | Sell | SHERWIN WILLIAMS CO COMstock | $6,000 | -33.3% | 30 | -21.1% | 0.00% | -50.0% |
PHG | Sell | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $7,000 | -41.7% | 462 | -17.2% | 0.00% | -50.0% |
KMI | Sell | KINDER MORGAN INC DEL COMstock | $6,000 | -57.1% | 349 | -56.8% | 0.00% | -50.0% |
KEY | New | KEYCORP COMstock | $5,000 | – | 312 | +100.0% | 0.00% | – |
NUEM | New | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $4,000 | – | 151 | +100.0% | 0.00% | – |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $4,000 | -33.3% | 5 | -50.0% | 0.00% | 0.0% |
JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCKstock | $4,000 | -20.0% | 500 | 0.0% | 0.00% | 0.0% | |
ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $3,000 | -91.4% | 34 | -91.9% | 0.00% | -83.3% |
SUSC | New | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $8,000 | – | 366 | +100.0% | 0.00% | – |
OLN | OLIN CORP COM PAR $1stock | $5,000 | -16.7% | 120 | 0.0% | 0.00% | 0.0% | |
CRBN | New | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $8,000 | – | 66 | +100.0% | 0.00% | – |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $8,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
USRT | New | ISHARES CORE U.S. REIT ETFetf | $8,000 | – | 174 | +100.0% | 0.00% | – |
ONVO | ORGANOVO HLDGS INC COM NEWstock | $3,000 | 0.0% | 1,550 | 0.0% | 0.00% | 0.0% | |
PACB | New | PACIFIC BIOSCIENCES CALIF INC COMstock | $6,000 | – | 1,110 | +100.0% | 0.00% | – |
IXC | Sell | ISHARES GLOBAL ENERGY ETFetf | $6,000 | -72.7% | 185 | -71.0% | 0.00% | -75.0% |
EWL | New | ISHARES MSCI SWITZERLAND ETFetf | $3,000 | – | 81 | +100.0% | 0.00% | – |
PTEN | PATTERSON-UTI ENERGY INC COMstock | $8,000 | -20.0% | 651 | 0.0% | 0.00% | -50.0% | |
EIS | ISHARES MSCI ISRAEL ETFetf | $8,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
PENN | Buy | PENN ENTERTAINMENT INC COMstock | $8,000 | +700.0% | 277 | +489.4% | 0.00% | – |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
RYF | New | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFetf | $6,000 | – | 121 | +100.0% | 0.00% | – |
RYH | New | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $6,000 | – | 25 | +100.0% | 0.00% | – |
RGI | New | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $7,000 | – | 48 | +100.0% | 0.00% | – |
IPG | INTERPUBLIC GROUP COS INC COMstock | $3,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
IP | New | INTERNATIONAL PAPER CO COMstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
IDCC | INTERDIGITAL INC COMstock | $8,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
UCO | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $3,000 | -25.0% | 96 | 0.0% | 0.00% | 0.0% | |
DGX | QUEST DIAGNOSTICS INC COMstock | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
RLI | RLI CORP COMstock | $6,000 | -14.3% | 60 | 0.0% | 0.00% | 0.0% | |
RJF | New | RAYMOND JAMES FINL INC COMstock | $8,000 | – | 78 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS INDS INC COMstock | $6,000 | – | 26 | +100.0% | 0.00% | – |
REGN | REGENERON PHARMACEUTICALS COMstock | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
RGA | Buy | REINSURANCE GRP OF AMERICA INC COM NEWstock | $8,000 | +166.7% | 62 | +148.0% | 0.00% | 0.0% |
RELX | RELX PLC SPONSORED ADRadr | $6,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
HPP | Buy | HUDSON PAC PPTYS INC COMreit | $3,000 | +200.0% | 251 | +356.4% | 0.00% | – |
RFP | RESOLUTE FST PRODS INC COMstock | $5,000 | +66.7% | 233 | 0.0% | 0.00% | 0.0% | |
HLI | New | HOULIHAN LOKEY INC CL Astock | $8,000 | – | 104 | +100.0% | 0.00% | – |
HMN | New | HORACE MANN EDUCATORS CORP NEW COMstock | $4,000 | – | 121 | +100.0% | 0.00% | – |
SBAC | New | SBA COMMUNICATIONS CORP NEW CL Areit | $5,000 | – | 18 | +100.0% | 0.00% | – |
HXL | Buy | HEXCEL CORP NEW COMstock | $6,000 | +500.0% | 118 | +490.0% | 0.00% | – |
HMY | HARMONY GOLD MINING CO LTD SPONSORED ADRadr | $3,000 | -25.0% | 1,135 | 0.0% | 0.00% | 0.0% | |
New | HALEON PLC SPON ADSadr | $5,000 | – | 883 | +100.0% | 0.00% | – | |
HPQ | Sell | HP INC COMstock | $7,000 | -65.0% | 300 | -51.6% | 0.00% | -66.7% |
HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $6,000 | -14.3% | 219 | 0.0% | 0.00% | 0.0% | |
HCA | HCA HEALTHCARE INC COMstock | $7,000 | +16.7% | 38 | 0.0% | 0.00% | 0.0% | |
GPRE | GREEN PLAINS INC COMstock | $7,000 | +16.7% | 239 | 0.0% | 0.00% | 0.0% | |
GMED | Sell | GLOBUS MED INC CL Astock | $5,000 | 0.0% | 76 | -18.3% | 0.00% | 0.0% |
SNY | SANOFI SPONSORED ADRadr | $5,000 | -16.7% | 125 | 0.0% | 0.00% | 0.0% | |
SAP | Sell | SAP SE SPON ADRadr | $3,000 | -57.1% | 43 | -40.3% | 0.00% | 0.0% |
FINX | GLOBAL X FINTECH ETFetf | $3,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $3,000 | – | 132 | +100.0% | 0.00% | – |
PFFD | New | GLOBAL X U.S. PREFERRED ETFetf | $8,000 | – | 409 | +100.0% | 0.00% | – |
GNRC | GENERAC HLDGS INC COMstock | $4,000 | -20.0% | 25 | 0.0% | 0.00% | 0.0% | |
GXO LOGISTICS INCORPORATED COMMON STOCKstock | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | ||
GATX | New | GATX CORP COMstock | $7,000 | – | 82 | +100.0% | 0.00% | – |
FNDC | New | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $8,000 | – | 299 | +100.0% | 0.00% | – |
FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $7,000 | -12.5% | 134 | 0.0% | 0.00% | 0.0% | |
FORM | New | FORMFACTOR INC COMstock | $5,000 | – | 202 | +100.0% | 0.00% | – |
SCHR | New | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $6,000 | – | 124 | +100.0% | 0.00% | – |
SCHP | New | SCHWAB US TIPS ETFetf | $5,000 | – | 105 | +100.0% | 0.00% | – |
SEE | SEALED AIR CORP NEW COMstock | $4,000 | -20.0% | 79 | 0.0% | 0.00% | 0.0% | |
New | FIRSTCASH HOLDINGS INC COMstock | $5,000 | – | 62 | +100.0% | 0.00% | – | |
NVO | Sell | NOVO-NORDISK A S ADRadr | $8,000 | -60.0% | 80 | -54.3% | 0.00% | -66.7% |
SHYF | SHYFT GROUP INC COMstock | $3,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
AOS | New | SMITH A O CORP COMstock | $4,000 | – | 91 | +100.0% | 0.00% | – |
FSTA | FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETFetf | $5,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
SNA | Buy | SNAP ON INC COMstock | $6,000 | +20.0% | 31 | +10.7% | 0.00% | 0.0% |
FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFetf | $5,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
SON | New | SONOCO PRODS CO COMstock | $5,000 | – | 92 | +100.0% | 0.00% | – |
STT | STATE STR CORP COMstock | $4,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
EXAS | Buy | EXACT SCIENCES CORP COMstock | $4,000 | 0.0% | 108 | +20.0% | 0.00% | 0.0% |
SNV | SYNOVUS FINL CORP COM NEWstock | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
SYNH | Buy | SYNEOS HEALTH INC CL Astock | $5,000 | +150.0% | 98 | +345.5% | 0.00% | – |
EMN | Buy | EASTMAN CHEM CO COMstock | $4,000 | +33.3% | 51 | +64.5% | 0.00% | 0.0% |
TDY | New | TELEDYNE TECHNOLOGIES INC COMstock | $8,000 | – | 24 | +100.0% | 0.00% | – |
DASH | Buy | DOORDASH INC CL Astock | $3,000 | +50.0% | 52 | +100.0% | 0.00% | – |
DIOD | New | DIODES INC COMstock | $7,000 | – | 112 | +100.0% | 0.00% | – |
TSCO | Sell | TRACTOR SUPPLY CO COMstock | $3,000 | -50.0% | 15 | -48.3% | 0.00% | 0.0% |
XRAY | New | DENTSPLY SIRONA INC COMstock | $7,000 | – | 258 | +100.0% | 0.00% | – |
DELL | DELL TECHNOLOGIES INC CL Cstock | $4,000 | -33.3% | 126 | 0.0% | 0.00% | 0.0% | |
TWO | TWO HBRS INVT CORP COM NEWreit | $6,000 | -33.3% | 1,900 | 0.0% | 0.00% | -50.0% | |
DECK | Sell | DECKERS OUTDOOR CORP COMstock | $6,000 | -80.6% | 20 | -83.3% | 0.00% | -80.0% |
UDR | UDR INC COMreit | $7,000 | -12.5% | 169 | 0.0% | 0.00% | 0.0% | |
KTF | DWS MUNICIPAL INCOMEcef | $8,000 | -11.1% | 1,000 | 0.0% | 0.00% | -50.0% | |
CBRL | New | CRACKER BARREL OLD CTRY STORE COMstock | $5,000 | – | 52 | +100.0% | 0.00% | – |
OFC | New | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $4,000 | – | 182 | +100.0% | 0.00% | – |
URI | Sell | UNITED RENTALS INC COMstock | $3,000 | -62.5% | 11 | -64.5% | 0.00% | 0.0% |
USO | UNITED STATES OIL FUND LPetf | $8,000 | -20.0% | 126 | 0.0% | 0.00% | -50.0% | |
UVV | New | UNIVERSAL CORP VA COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
OLED | UNIVERSAL DISPLAY CORP COMstock | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
New | COHERENT CORP COMstock | $7,000 | – | 211 | +100.0% | 0.00% | – | |
MTN | Sell | VAIL RESORTS INC COMstock | $3,000 | -66.7% | 13 | -69.0% | 0.00% | -50.0% |
VALE | Sell | VALE S A SPONSORED ADSadr | $8,000 | -33.3% | 600 | -28.5% | 0.00% | -50.0% |
NET | CLOUDFLARE INC CL A COMstock | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
GDX | Sell | VANECK GOLD MINERS ETFetf | $4,000 | -81.0% | 176 | -76.8% | 0.00% | -75.0% |
BIV | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
CG | Buy | CARLYLE GROUP INC COMstock | $8,000 | -20.0% | 321 | +0.3% | 0.00% | -50.0% |
CBT | New | CABOT CORP COMstock | $4,000 | – | 66 | +100.0% | 0.00% | – |
GIB | CGI INC CL A SUB VTGstock | $7,000 | -12.5% | 97 | 0.0% | 0.00% | 0.0% | |
CDW | Sell | CDW CORP COMstock | $5,000 | -50.0% | 35 | -47.0% | 0.00% | -50.0% |
CBRE | New | CBRE GROUP INC CL Astock | $7,000 | – | 111 | +100.0% | 0.00% | – |
VOX | Buy | VANGUARD COMMUNICATION SERVICES ETFetf | $6,000 | +100.0% | 75 | +108.3% | 0.00% | 0.0% |
BRO | Sell | BROWN & BROWN INC COMstock | $3,000 | -66.7% | 49 | -67.1% | 0.00% | -50.0% |
BRC | New | BRADY CORP CL Astock | $8,000 | – | 200 | +100.0% | 0.00% | – |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $8,000 | – | 185 | +100.0% | 0.00% | – |
BOX | New | BOX INC CL Astock | $6,000 | – | 241 | +100.0% | 0.00% | – |
VTR | Sell | VENTAS INC COMreit | $4,000 | -42.9% | 99 | -25.0% | 0.00% | 0.0% |
BWA | New | BORGWARNER INC COMstock | $4,000 | – | 123 | +100.0% | 0.00% | – |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $6,000 | -25.0% | 68 | -22.7% | 0.00% | 0.0% |
BLNK | New | BLINK CHARGING CO COMstock | $3,000 | – | 142 | +100.0% | 0.00% | – |
BDJ | BLACKROCK ENHANCED EQUITY DIVI COMcef | $8,000 | -11.1% | 1,000 | 0.0% | 0.00% | -50.0% | |
BKI | New | BLACK KNIGHT INC COMstock | $6,000 | – | 93 | +100.0% | 0.00% | – |
GOLD | Sell | BARRICK GOLD CORP COMstock | $3,000 | -91.2% | 223 | -88.5% | 0.00% | -83.3% |
JJG | IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETNetf | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
VRSN | Sell | VERISIGN INC COMstock | $6,000 | -50.0% | 35 | -49.3% | 0.00% | -50.0% |
ADSK | Sell | AUTODESK INC COMstock | $5,000 | -44.4% | 29 | -47.3% | 0.00% | -50.0% |
VIAC | New | PARAMOUNT GLOBAL CLASS B COMstock | $4,000 | – | 200 | +100.0% | 0.00% | – |
CFA | New | VICTORYSHARES US 500 VOLATILITY WTD ETFetf | $3,000 | – | 57 | +100.0% | 0.00% | – |
VMW | VMWARE INC CL A COMstock | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
VMC | Sell | VULCAN MATLS CO COMstock | $6,000 | -66.7% | 35 | -72.9% | 0.00% | -66.7% |
ARW | New | ARROW ELECTRS INC COMstock | $6,000 | – | 60 | +100.0% | 0.00% | – |
AROC | New | ARCHROCK INC COMstock | $4,000 | – | 603 | +100.0% | 0.00% | – |
ABUS | ARBUTUS BIOPHARMA CORP COMstock | $4,000 | -20.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
WBS | New | WEBSTER FINL CORP COMstock | $6,000 | – | 122 | +100.0% | 0.00% | – |
APA | APA CORPORATION COMstock | $8,000 | -11.1% | 247 | 0.0% | 0.00% | -50.0% | |
WPM | Sell | WHEATON PRECIOUS METALS CORP COMstock | $5,000 | -64.3% | 150 | -60.0% | 0.00% | -50.0% |
WMB | Sell | WILLIAMS COS INC COMstock | $4,000 | -55.6% | 157 | -48.0% | 0.00% | -50.0% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $5,000 | +400.0% | 41 | +310.0% | 0.00% | – |
WWW | New | WOLVERINE WORLD WIDE INC COMstock | $3,000 | – | 194 | +100.0% | 0.00% | – |
XPO | XPO LOGISTICS INC COMstock | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
AIN | New | ALBANY INTL CORP CL Astock | $8,000 | – | 104 | +100.0% | 0.00% | – |
AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $4,000 | -20.0% | 55 | +10.0% | 0.00% | 0.0% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $7,000 | – | 100 | +100.0% | 0.00% | – |
DOX | AMDOCS LTD SHSstock | $4,000 | -20.0% | 56 | 0.0% | 0.00% | 0.0% | |
AGL | AGILON HEALTH INC COMstock | $5,000 | 0.0% | 217 | 0.0% | 0.00% | 0.0% | |
ADC | Sell | AGREE RLTY CORP COMreit | $7,000 | -12.5% | 100 | -11.5% | 0.00% | 0.0% |
AEVA | AEVA TECHNOLOGIES INC COMstock | $8,000 | -42.9% | 4,329 | 0.0% | 0.00% | -50.0% | |
AMG | AFFILIATED MANAGERS GROUP INC COMstock | $8,000 | -11.1% | 73 | 0.0% | 0.00% | -50.0% | |
RE | EVEREST RE GROUP LTD COMstock | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ACM | AECOM COMstock | $5,000 | +25.0% | 66 | 0.0% | 0.00% | 0.0% | |
AAP | Sell | ADVANCE AUTO PARTS INC COMstock | $5,000 | -37.5% | 32 | -28.9% | 0.00% | 0.0% |
LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $4,000 | -33.3% | 265 | 0.0% | 0.00% | 0.0% | |
NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $6,000 | -75.0% | 530 | -75.8% | 0.00% | -75.0% |
ARKW | Buy | ARK NEXT GENERATION INTERNET ETFetf | $4,000 | – | 96 | +100.0% | 0.00% | – |
DTEC | Buy | ALPS DISRUPTIVE TECHNOLOGIES ETFetf | $4,000 | +300.0% | 112 | +202.7% | 0.00% | – |
NXPI | Sell | NXP SEMICONDUCTORS N V COMstock | $3,000 | -40.0% | 22 | -31.2% | 0.00% | 0.0% |
MMSI | MERIT MED SYS INC COMstock | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
MBWM | New | MERCANTILE BK CORP COMstock | $5,000 | – | 167 | +100.0% | 0.00% | – |
MPWR | Sell | MONOLITHIC PWR SYS INC COMstock | $7,000 | -12.5% | 18 | -14.3% | 0.00% | 0.0% |
MOGA | New | MOOG INC CL Astock | $5,000 | – | 66 | +100.0% | 0.00% | – |
MBUU | MALIBU BOATS INC COM CL Astock | $5,000 | -16.7% | 111 | 0.0% | 0.00% | 0.0% | |
MYGN | New | MYRIAD GENETICS INC COMstock | $5,000 | – | 244 | +100.0% | 0.00% | – |
MGA | MAGNA INTL INC COMstock | $7,000 | -22.2% | 155 | 0.0% | 0.00% | -50.0% | |
NYT | NEW YORK TIMES CO CL Astock | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
LPCN | LIPOCINE INC NEW COMstock | $8,000 | -42.9% | 17,000 | 0.0% | 0.00% | -50.0% | |
NICE | NICE LTD SPONSORED ADRadr | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
LSI | LIFE STORAGE INC COMreit | $6,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $7,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $7,000 | -36.4% | 97 | 0.0% | 0.00% | -50.0% | |
LVS | New | LAS VEGAS SANDS CORP COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
LPI | LAREDO PETROLEUM INC COMstock | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% | |
NVAX | NOVAVAX INC COM NEWstock | $3,000 | -57.1% | 138 | 0.0% | 0.00% | 0.0% | |
RYAAY | Exit | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $0 | – | -32 | -100.0% | 0.00% | – |
WRK | Exit | WESTROCK CO COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
SQ | Exit | BLOCK INC CL Astock | $0 | – | -37 | -100.0% | 0.00% | – |
APRN | Exit | BLUE APRON HLDGS INC CL A NEWstock | $0 | – | -80 | -100.0% | 0.00% | – |
DEA | Exit | EASTERLY GOVT PPTYS INC COMreit | $0 | – | -64 | -100.0% | 0.00% | – |
JAZZ | Exit | JAZZ PHARMACEUTICALS PLC SHS USDstock | $0 | – | -13 | -100.0% | 0.00% | – |
PHI | Exit | PLDT INC SPONSORED ADRadr | $0 | – | -32 | -100.0% | 0.00% | – |
KNSL | Exit | KINSALE CAP GROUP INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
VNT | VONTIER CORPORATION COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
PSB | Exit | PS BUSINESS PKS INC CALIF COMreit | $0 | – | -5 | -100.0% | 0.00% | – |
NRZ | Exit | NEW RESIDENTIAL INVT CORP COM NEWreit | $0 | – | -200 | -100.0% | 0.00% | – |
STWD | STARWOOD PPTY TR INC COMreit | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
HTEC | New | ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETFetf | $2,000 | – | 75 | +100.0% | 0.00% | – |
BFAM | Exit | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
JD | Exit | JD.COM INC SPON ADR CL Aadr | $0 | – | -28 | -100.0% | 0.00% | – |
SPLK | Exit | SPLUNK INC COMstock | $0 | – | -23 | -100.0% | 0.00% | – |
ROCK | Exit | GIBRALTAR INDS INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
KIM | Exit | KIMCO RLTY CORP COMreit | $0 | – | -88 | -100.0% | 0.00% | – |
TTC | Exit | TORO CO COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
WMS | Exit | ADVANCED DRAIN SYS INC DEL COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
FSS | Exit | FEDERAL SIGNAL CORP COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
PCTY | Exit | PAYLOCITY HLDG CORP COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
FDS | FACTSET RESH SYS INC COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
DXCM | Exit | DEXCOM INC COMstock | $0 | – | -32 | -100.0% | 0.00% | – |
SCHH | New | SCHWAB U.S. REIT ETFetf | $2,000 | – | 103 | +100.0% | 0.00% | – |
KBE | New | SPDR S&P BANK ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
SCHC | New | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $1,000 | – | 27 | +100.0% | 0.00% | – |
FE | FIRSTENERGY CORP COMstock | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
SONO | SONOS INC COMstock | $2,000 | -33.3% | 176 | 0.0% | 0.00% | -100.0% | |
THC | Exit | TENET HEALTHCARE CORP COM NEWstock | $0 | – | -30 | -100.0% | 0.00% | – |
SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $0 | – | 20 | 0.0% | 0.00% | – | |
FSR | FISKER INC CL A COM STKstock | $1,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $2,000 | -66.7% | 73 | -66.7% | 0.00% | -100.0% |
SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $1,000 | – | 57 | +100.0% | 0.00% | – |
FDN | New | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
SLB | Sell | SCHLUMBERGER LTD COM STKstock | $1,000 | -75.0% | 40 | -63.3% | 0.00% | -100.0% |
CPRI | Exit | CAPRI HOLDINGS LIMITED SHSstock | $0 | – | -39 | -100.0% | 0.00% | – |
SJT | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $2,000 | 0.0% | 197 | 0.0% | 0.00% | – | |
NBIX | Exit | NEUROCRINE BIOSCIENCES INC COMstock | $0 | – | -18 | -100.0% | 0.00% | – |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $0 | -100.0% | 2 | -88.2% | 0.00% | – |
GL | Sell | GLOBE LIFE INC COMstock | $0 | -100.0% | 1 | -96.6% | 0.00% | -100.0% |
SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 25 | 0.0% | 0.00% | – | |
WAB | Sell | WABTEC COMstock | $2,000 | 0.0% | 20 | -4.8% | 0.00% | – |
EAF | New | GRAFTECH INTL LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
TXRH | Exit | TEXAS ROADHOUSE INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
New | SNDL INC COMstock | $0 | – | 60 | +100.0% | 0.00% | – | |
IQV | Exit | IQVIA HLDGS INC COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
THE ARENA GROUP HOLDINGS INC COMstock | $0 | – | 33 | 0.0% | 0.00% | – | ||
EXP | Exit | EAGLE MATLS INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
CHS | CHICOS FAS INC COMstock | $2,000 | 0.0% | 404 | 0.0% | 0.00% | – | |
PRVB | PROVENTION BIO INC COMstock | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
MANH | Exit | MANHATTAN ASSOCIATES INC COMstock | $0 | – | -19 | -100.0% | 0.00% | – |
LOPE | Exit | GRAND CANYON ED INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
NOBL | New | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
WDC | WESTERN DIGITAL CORP. COMstock | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
CRI | Exit | CARTERS INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
WLK | WESTLAKE CORPORATION COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
OMC | Sell | OMNICOM GROUP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
New | PROMIS NEUROSCIENCES INC COM NEWstock | $0 | – | 2 | +100.0% | 0.00% | – | |
SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $2,000 | – | 15 | +100.0% | 0.00% | – |
AMP | Sell | AMERIPRISE FINL INC COMstock | $2,000 | -75.0% | 8 | -75.0% | 0.00% | -100.0% |
MREO | MEREO BIOPHARMA GROUP PLC SPON ADSadr | $0 | – | 48 | 0.0% | 0.00% | – | |
AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $2,000 | -33.3% | 350 | 0.0% | 0.00% | -100.0% | |
COMT | Exit | ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $0 | – | -44 | -100.0% | 0.00% | – |
IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
MU | MICRON TECHNOLOGY INC COMstock | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $2,000 | 0.0% | 9 | +28.6% | 0.00% | – |
CMCO | Exit | COLUMBUS MCKINNON CORP N Y COMstock | $0 | – | -27 | -100.0% | 0.00% | – |
CIM | CHIMERA INVT CORP COM NEWreit | $0 | – | 3 | 0.0% | 0.00% | – | |
ROK | Exit | ROCKWELL AUTOMATION INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
MKC | MCCORMICK & CO INC COM NON VTGstock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
ZIMVIE INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | ||
XPEV | Exit | XPENG INC ADSadr | $0 | – | -39 | -100.0% | 0.00% | – |
ZEN | ZENDESK INC COMstock | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
PORTILLOS INC COM CL Astock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | ||
ABNB | AIRBNB INC COM CL Astock | $1,000 | – | 5 | 0.0% | 0.00% | – | |
ZS | New | ZSCALER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
New | MIND MEDICINE MINDMED INC COM NEWstock | $0 | – | 36 | +100.0% | 0.00% | – | |
PSTV | PLUS THERAPEUTICS INC COM NEWstock | $0 | – | 10 | 0.0% | 0.00% | – | |
VLUE | Exit | ISHARES MSCI USA VALUE FACTOR ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
MC | MOELIS & CO CL Astock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
OSUR | Buy | ORASURE TECHNOLOGIES INC COMstock | $2,000 | – | 636 | +324.0% | 0.00% | – |
MRO | MARATHON OIL CORP COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
IR | Sell | INGERSOLL RAND INC COMstock | $2,000 | -33.3% | 36 | -47.8% | 0.00% | -100.0% |
KR | KROGER CO COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
NEM | NEWMONT CORP COMstock | $1,000 | -50.0% | 32 | 0.0% | 0.00% | – | |
JHG | JANUS HENDERSON GROUP PLC ORD SHSstock | $0 | – | 15 | 0.0% | 0.00% | – | |
ENZL | Buy | ISHARES MSCI NEW ZEALAND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
NWSA | NEWS CORP NEW CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
MGY | Exit | MAGNOLIA OIL & GAS CORP CL Astock | $0 | – | -21 | -100.0% | 0.00% | – |
KEYS | Exit | KEYSIGHT TECHNOLOGIES INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
BOND | PIMCO ACTIVE BOND ETFetf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
Exit | WARBY PARKER INC CL A COMstock | $0 | – | -67 | -100.0% | 0.00% | – | |
POWI | Exit | POWER INTEGRATIONS INC COMstock | $0 | – | -18 | -100.0% | 0.00% | – |
AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $2,000 | +100.0% | 1,000 | 0.0% | 0.00% | – | |
RCD | New | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETFetf | $2,000 | – | 15 | +100.0% | 0.00% | – |
LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | – | 7 | 0.0% | 0.00% | – | |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $2,000 | -60.0% | 204 | -57.2% | 0.00% | -100.0% | |
ALC | Sell | ALCON AG ORD SHSstock | $2,000 | -66.7% | 33 | -58.2% | 0.00% | -100.0% |
CB | CHUBB LIMITED COMstock | $1,000 | -50.0% | 8 | 0.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD ORD SHSstock | $0 | – | 14 | 0.0% | 0.00% | – | |
AMC | AMC ENTMT HLDGS INC CL A COMstock | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
NRG | NRG ENERGY INC COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
MKSI | MKS INSTRS INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
YNDX | YANDEX N V SHS CLASS Astock | $0 | – | 18 | 0.0% | 0.00% | – | |
PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $2,000 | – | 298 | +100.0% | 0.00% | – |
IBN | Exit | ICICI BANK LIMITED ADRadr | $0 | – | -83 | -100.0% | 0.00% | – |
CSGP | Exit | COSTAR GROUP INC COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
CUK | CARNIVAL PLC ADRadr | $0 | -100.0% | 65 | 0.0% | 0.00% | – | |
ACHC | Exit | ACADIA HEALTHCARE COMPANY INC COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
KMPR | Exit | KEMPER CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
PIPR | Exit | PIPER SANDLER COMPANIES COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
FUN | Exit | CEDAR FAIR L P DEPOSITRY UNITstock | $0 | – | -50 | -100.0% | 0.00% | – |
PATH | Exit | UIPATH INC CL Astock | $0 | – | -68 | -100.0% | 0.00% | – |
COIN | COINBASE GLOBAL INC COM CL Astock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
PRGO | Exit | PERRIGO CO PLC SHSstock | $0 | – | -52 | -100.0% | 0.00% | – |
EGP | Exit | EASTGROUP PPTYS INC COMreit | $0 | – | -11 | -100.0% | 0.00% | – |
VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
BAB | Exit | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $0 | – | -40 | -100.0% | 0.00% | – |
VTHR | VANGUARD RUSSELL 3000 ETFetf | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
CGNX | Exit | COGNEX CORP COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
WNS | Exit | WNS HLDGS LTD SPON ADRadr | $0 | – | -24 | -100.0% | 0.00% | – |
TV | Exit | GRUPO TELEVISA S A B SPON ADR REP ORDadr | $0 | – | -76 | -100.0% | 0.00% | – |
NDSN | Exit | NORDSON CORP COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -14 | -100.0% | 0.00% | – |
CRNC | Exit | CERENCE INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
SLAB | Exit | SILICON LABORATORIES INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
AZEK | Exit | AZEK CO INC CL Astock | $0 | – | -69 | -100.0% | 0.00% | – |
ABCM | Exit | ABCAM PLC ADSadr | $0 | – | -126 | -100.0% | 0.00% | – |
SBNY | Exit | SIGNATURE BK NEW YORK N Y COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
PII | Exit | POLARIS INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
UBS | Exit | UBS GROUP AG SHSstock | $0 | – | -87 | -100.0% | 0.00% | – |
HYFM | Exit | HYDROFARM HLDGS GROUP INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
VOYA | Exit | VOYA FINANCIAL INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
BBAX | Exit | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
IXG | Exit | ISHARES GLOBAL FINANCIALS ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
HAUZ | New | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETFetf | $1,000 | – | 26 | +100.0% | 0.00% | – |
JKHY | HENRY JACK & ASSOC INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
CLVR | Exit | CLEVER LEAVES HOLDINGS INC COMstock | $0 | – | -1,500 | -100.0% | 0.00% | – |
RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
EXPO | Exit | EXPONENT INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
CRL | Sell | CHARLES RIV LABS INTL INC COMstock | $2,000 | -33.3% | 8 | -50.0% | 0.00% | -100.0% |
AUB | Exit | ATLANTIC UN BANKSHARES CORP COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
SU | Exit | SUNCOR ENERGY INC NEW COMstock | $0 | – | -69 | -100.0% | 0.00% | – |
DOC | Exit | PHYSICIANS RLTY TR COMreit | $0 | – | -66 | -100.0% | 0.00% | – |
GPRK | Exit | GEOPARK LTD USD SHSstock | $0 | – | -51 | -100.0% | 0.00% | – |
BBJP | Exit | JPMORGAN BETABUILDERS JAPAN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
PAC | Exit | GRUPO AEROPUERTO DEL PACIFICO SPON ADR Badr | $0 | – | -10 | -100.0% | 0.00% | – |
THRM | Exit | GENTHERM INC COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
HRB | New | BLOCK H & R INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BNDX | Exit | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
HIW | Exit | HIGHWOODS PPTYS INC COMreit | $0 | – | -54 | -100.0% | 0.00% | – |
DNUT | Exit | KRISPY KREME INC COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
ASX | Exit | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSadr | $0 | – | -146 | -100.0% | 0.00% | – |
BLDE | BLADE AIR MOBILITY INC CL A COMstock | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
POR | Exit | PORTLAND GEN ELEC CO COM NEWstock | $0 | – | -23 | -100.0% | 0.00% | – |
PZZA | Exit | PAPA JOHNS INTL INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
XP | Exit | XP INC CL Astock | $0 | – | -75 | -100.0% | 0.00% | – |
AVY | Exit | AVERY DENNISON CORP COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
MNMD | Exit | MIND MEDICINE MINDMED INC COMMON SHARESstock | $0 | – | -543 | -100.0% | 0.00% | – |
PINS | Exit | PINTEREST INC CL Astock | $0 | – | -81 | -100.0% | 0.00% | – |
BYND | BEYOND MEAT INC COMstock | $2,000 | -33.3% | 125 | 0.0% | 0.00% | -100.0% | |
HUT | HUT 8 MNG CORP COMstock | $2,000 | 0.0% | 1,164 | 0.0% | 0.00% | – | |
WRB | Exit | BERKLEY W R CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
LBRT | Exit | LIBERTY ENERGY INC COM CL Astock | $0 | – | -100 | -100.0% | 0.00% | – |
ENTG | Exit | ENTEGRIS INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
KB | Exit | KB FINL GROUP INC SPONSORED ADRadr | $0 | – | -35 | -100.0% | 0.00% | – |
LANC | Exit | LANCASTER COLONY CORP COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
GWX | Sell | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $0 | -100.0% | 8 | -98.6% | 0.00% | -100.0% |
PHK | Exit | PIMCO HIGH INCOME FD COM SHScef | $0 | – | -300 | -100.0% | 0.00% | – |
PNFP | Exit | PINNACLE FINL PARTNERS INC COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
GGG | Exit | GRACO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
TS | Exit | TENARIS S A SPONSORED ADSadr | $0 | – | -41 | -100.0% | 0.00% | – |
DLR | Sell | DIGITAL RLTY TR INC COMreit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
MLM | Exit | MARTIN MARIETTA MATLS INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
AES | Exit | AES CORP COMstock | $0 | – | -69 | -100.0% | 0.00% | – |
MET | Exit | METLIFE INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
TLT | Exit | ISHARES 20 YEAR TREASURY BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | ||
BKR | BAKER HUGHES COMPANY CL Astock | $1,000 | -50.0% | 68 | 0.0% | 0.00% | – | |
ROLL | Exit | RBC BEARINGS INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
APTV | Exit | APTIV PLC SHSstock | $0 | – | -28 | -100.0% | 0.00% | – |
BRC INC COM CL Astock | $0 | – | 30 | 0.0% | 0.00% | – | ||
IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $1,000 | -50.0% | 31 | 0.0% | 0.00% | – | |
PPG | Exit | PPG INDS INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
TLRY | TILRAY BRANDS INC COM CL 2stock | $1,000 | 0.0% | 209 | 0.0% | 0.00% | – | |
ITUB | Exit | ITAU UNIBANCO HLDG S A SPON ADR REP PFDadr | $0 | – | -238 | -100.0% | 0.00% | – |
EBR | Exit | CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADRadr | $0 | – | -115 | -100.0% | 0.00% | – |
Sell | DRAFTKINGS INC NEW COM CL Astock | $1,000 | 0.0% | 40 | -28.6% | 0.00% | – | |
DX | DYNEX CAP INC COMreit | $2,000 | -33.3% | 199 | 0.0% | 0.00% | -100.0% | |
SPIB | New | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $2,000 | – | 73 | +100.0% | 0.00% | – |
KWR | Exit | QUAKER HOUGHTON COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
TGNA | New | TEGNA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -19 | -100.0% | 0.00% | – |
CVCO | Exit | CAVCO INDS INC DEL COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
BCE | Sell | BCE INC COM NEWstock | $1,000 | -87.5% | 27 | -83.2% | 0.00% | -100.0% |
ITGR | Sell | INTEGER HLDGS CORP COMstock | $2,000 | -33.3% | 28 | -36.4% | 0.00% | -100.0% |
RPD | Exit | RAPID7 INC COMstock | $0 | – | -23 | -100.0% | 0.00% | – |
EBND | New | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $1,000 | – | 41 | +100.0% | 0.00% | – |
BBEU | Exit | JPMORGAN BETABUILDERS EUROPE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
ACC | Exit | AMERICAN CAMPUS CMNTYS INC COMreit | $0 | – | -1 | -100.0% | 0.00% | – |
GTES | Exit | GATES INDL CORP PLC ORD SHSstock | $0 | – | -128 | -100.0% | 0.00% | – |
TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $2,000 | 0.0% | 151 | 0.0% | 0.00% | – | |
SNDL | Exit | SUNDIAL GROWERS INC COMstock | $0 | – | -600 | -100.0% | 0.00% | – |
MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetf | $1,000 | 0.0% | 134 | +0.8% | 0.00% | – |
TW | Exit | TRADEWEB MKTS INC CL Astock | $0 | – | -34 | -100.0% | 0.00% | – |
ETSY | Exit | ETSY INC COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
TECH | Exit | BIO-TECHNE CORP COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
BILI | Exit | BILIBILI INC SPONS ADS REP Zadr | $0 | – | -28 | -100.0% | 0.00% | – |
EMBECTA CORP COMMON STOCKstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | ||
UBER | Exit | UBER TECHNOLOGIES INC COMstock | $0 | – | -89 | -100.0% | 0.00% | – |
ATR | Exit | APTARGROUP INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
IYF | Exit | ISHARES U.S. FINANCIALS ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
TIMB | Exit | TIM S A SPONSORED ADRadr | $0 | – | -59 | -100.0% | 0.00% | – |
WDAY | Exit | WORKDAY INC CL Astock | $0 | – | -16 | -100.0% | 0.00% | – |
U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
RBA | Exit | RITCHIE BROS AUCTIONEERS COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
NSA | Exit | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $0 | – | -45 | -100.0% | 0.00% | – |
GLOB | Exit | GLOBANT S A COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
PBR | Exit | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $0 | – | -161 | -100.0% | 0.00% | – |
CX | Sell | CEMEX SAB DE CV SPON ADR NEWadr | $0 | -100.0% | 17 | -95.1% | 0.00% | – |
DORM | Exit | DORMAN PRODS INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
ETON | ETON PHARMACEUTICALS INC COMstock | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | -100.0% | |
PFGC | Exit | PERFORMANCE FOOD GROUP CO COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
EVR | EVERCORE INC CLASS Astock | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
TER | Exit | TERADYNE INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SNDR | Exit | SCHNEIDER NATIONAL INC CL Bstock | $0 | – | -32 | -100.0% | 0.00% | – |
BRKS | Exit | AZENTA INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
ESI | Exit | ELEMENT SOLUTIONS INC COMstock | $0 | – | -106 | -100.0% | 0.00% | – |
JWN | Exit | NORDSTROM INC COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $0 | – | 3 | 0.0% | 0.00% | – | |
INN | Exit | SUMMIT HOTEL PPTYS INC COMreit | $0 | – | -91 | -100.0% | 0.00% | – |
FIVE | Exit | FIVE BELOW INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
VCEL | Exit | VERICEL CORP COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
HBI | HANESBRANDS INC COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
ES | Sell | EVERSOURCE ENERGY COMstock | $1,000 | -85.7% | 14 | -83.3% | 0.00% | -100.0% |
BBCA | Exit | JPMORGAN BETABUILDERS CANADA ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
FIX | Exit | COMFORT SYS USA INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
AURORA INNOVATION INC CLASS A COMstock | $0 | – | 200 | 0.0% | 0.00% | – | ||
DRE | Exit | DUKE REALTY CORP COM NEWreit | $0 | – | -70 | -100.0% | -0.00% | – |
FTV | Exit | FORTIVE CORP COMstock | $0 | – | -56 | -100.0% | -0.00% | – |
ICVT | Exit | ISHARES CONVERTIBLE BOND ETFetf | $0 | – | -38 | -100.0% | -0.00% | – |
DT | Exit | DYNATRACE INC COM NEWstock | $0 | – | -126 | -100.0% | -0.00% | – |
MCK | Exit | MCKESSON CORP COMstock | $0 | – | -8 | -100.0% | -0.00% | – |
AGNC | Exit | AGNC INVT CORP COMreit | $0 | – | -625 | -100.0% | -0.00% | – |
BTI | Exit | BRITISH AMERN TOB PLC SPONSORED ADRadr | $0 | – | -93 | -100.0% | -0.00% | – |
MLPX | Exit | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $0 | – | -174 | -100.0% | -0.00% | – |
SHC | Exit | SOTERA HEALTH CO COMstock | $0 | – | -132 | -100.0% | -0.00% | – |
EVTC | Exit | EVERTEC INC COMstock | $0 | – | -95 | -100.0% | -0.00% | – |
BGNE | Exit | BEIGENE LTD SPONSORED ADRadr | $0 | – | -19 | -100.0% | -0.00% | – |
CFG | Exit | CITIZENS FINL GROUP INC COMstock | $0 | – | -218 | -100.0% | -0.00% | – |
RYN | Exit | RAYONIER INC COMreit | $0 | – | -193 | -100.0% | -0.00% | – |
USMV | Exit | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $0 | – | -36 | -100.0% | -0.00% | – |
ARES | Exit | ARES MANAGEMENT CORPORATION CL A COM STKstock | $0 | – | -59 | -100.0% | -0.00% | – |
LW | Exit | LAMB WESTON HLDGS INC COMstock | $0 | – | -104 | -100.0% | -0.00% | – |
EFG | Exit | ISHARES MSCI EAFE GROWTH ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
CCJ | Exit | CAMECO CORP COMstock | $0 | – | -390 | -100.0% | -0.00% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC COMput | $0 | – | -100 | -100.0% | -0.00% | – |
BJ | Exit | BJS WHSL CLUB HLDGS INC COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
TLK | Exit | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr | $0 | – | -102 | -100.0% | -0.00% | – |
STIP | Exit | ISHARES 0-5 YEAR TIPS BOND ETFetf | $0 | – | -45 | -100.0% | -0.00% | – |
VFC | Exit | V F CORP COMstock | $0 | – | -80 | -100.0% | -0.00% | – |
HDV | Exit | ISHARES CORE HIGH DIVIDEND ETFetf | $0 | – | -59 | -100.0% | -0.00% | – |
TEAM | Exit | ATLASSIAN CORP PLC CL Astock | $0 | – | -34 | -100.0% | -0.00% | – |
SNPS | Exit | SYNOPSYS INC COMstock | $0 | – | -12 | -100.0% | -0.00% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -21 | -100.0% | -0.00% | – |
MLPA | Exit | GLOBAL X MLP ETFetf | $0 | – | -182 | -100.0% | -0.00% | – |
AMX | Exit | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $0 | – | -233 | -100.0% | -0.00% | – |
AJG | Exit | GALLAGHER ARTHUR J & CO COMstock | $0 | – | -39 | -100.0% | -0.00% | – |
CFVI | Exit | CF ACQUISITION CORP VI COM CL Astock | $0 | – | -796 | -100.0% | -0.00% | – |
COG | Exit | COTERRA ENERGY INC COMstock | $0 | – | -109 | -100.0% | -0.00% | – |
FIS | Exit | FIDELITY NATL INFORMATION SVCS COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
GMAB | Exit | GENMAB A/S SPONSORED ADSadr | $0 | – | -151 | -100.0% | -0.00% | – |
LEA | Exit | LEAR CORP COM NEWstock | $0 | – | -22 | -100.0% | -0.00% | – |
MCO | Exit | MOODYS CORP COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
MPW | Exit | MEDICAL PPTYS TRUST INC COMreit | $0 | – | -460 | -100.0% | -0.00% | – |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $0 | – | -60 | -100.0% | -0.00% | – |
SGEN | Exit | SEAGEN INC COMstock | $0 | – | -32 | -100.0% | -0.00% | – |
EQIX | Exit | EQUINIX INC COMreit | $0 | – | -9 | -100.0% | -0.00% | – |
PWR | Exit | QUANTA SVCS INC COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
GOVT | Exit | ISHARES U.S. TREASURY BOND ETFetf | $0 | – | -293 | -100.0% | -0.00% | – |
TLH | Exit | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $0 | – | -28 | -100.0% | -0.00% | – |
IDXX | Exit | IDEXX LABS INC COMstock | $0 | – | -14 | -100.0% | -0.00% | – |
SIVB | Exit | SVB FINANCIAL GROUP COMstock | $0 | – | -11 | -100.0% | -0.00% | – |
IFRA | Exit | ISHARES U.S. INFRASTRUCTURE ETFetf | $0 | – | -74 | -100.0% | -0.00% | – |
CAG | Exit | CONAGRA BRANDS INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
INFY | Exit | INFOSYS LTD SPONSORED ADRadr | $0 | – | -162 | -100.0% | -0.00% | – |
GDDY | Exit | GODADDY INC CL Astock | $0 | – | -62 | -100.0% | -0.00% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
CTLT | Exit | CATALENT INC COMstock | $0 | – | -42 | -100.0% | -0.00% | – |
IYE | Exit | ISHARES U.S. ENERGY ETFetf | $0 | – | -85 | -100.0% | -0.00% | – |
JPST | Exit | JPMORGAN ULTRA-SHORT INCOME ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
MELI | Exit | MERCADOLIBRE INC COMstock | $0 | – | -9 | -100.0% | -0.00% | – |
SVM | Exit | SILVERCORP METALS INC COMstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
AME | Exit | AMETEK INC COMstock | $0 | – | -73 | -100.0% | -0.00% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL COMstock | $0 | – | -4 | -100.0% | -0.00% | – |
VOD | Exit | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $0 | – | -400 | -100.0% | -0.00% | – |
MSCI | Exit | MSCI INC COMstock | $0 | – | -12 | -100.0% | -0.00% | – |
NBB | Exit | NUVEEN TAXABLE MUNICPAL INM FD COMcef | $0 | – | -814 | -100.0% | -0.00% | – |
BBN | Exit | BLACKROCK TAX MUNICPAL BD TR SHScef | $0 | – | -528 | -100.0% | -0.00% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COMstock | $0 | – | -1,050 | -100.0% | -0.00% | – |
AZN | Exit | ASTRAZENECA PLC SPONSORED ADRadr | $0 | – | -146 | -100.0% | -0.00% | – |
IUSB | Exit | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $0 | – | -185 | -100.0% | -0.00% | – |
DEX | Exit | DELAWARE ENHANCED GLOBAL DIVID COMcef | $0 | – | -1,500 | -100.0% | -0.00% | – |
GRMN | Exit | GARMIN LTD SHSstock | $0 | – | -100 | -100.0% | -0.00% | – |
AWI | Exit | ARMSTRONG WORLD INDS INC NEW COMstock | $0 | – | -142 | -100.0% | -0.00% | – |
COMM | Exit | COMMSCOPE HLDG CO INC COMstock | $0 | – | -2,000 | -100.0% | -0.00% | – |
VICI | Exit | VICI PPTYS INC COMreit | $0 | – | -430 | -100.0% | -0.00% | – |
PAAS | Exit | PAN AMERN SILVER CORP COMstock | $0 | – | -575 | -100.0% | -0.00% | – |
ATKR | Exit | ATKORE INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
PDBC | Exit | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $0 | – | -676 | -100.0% | -0.00% | – |
AG | Exit | FIRST MAJESTIC SILVER CORP COMstock | $0 | – | -1,575 | -100.0% | -0.00% | – |
CBOE | Exit | CBOE GLOBAL MKTS INC COMstock | $0 | – | -102 | -100.0% | -0.00% | – |
ASML | Exit | ASML HOLDING N V N Y REGISTRY SHSadr | $0 | – | -30 | -100.0% | -0.00% | – |
TTE | Exit | TOTALENERGIES SE SPONSORED ADSadr | $0 | – | -232 | -100.0% | -0.00% | – |
EEMV | Exit | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $0 | – | -173 | -100.0% | -0.00% | – |
PTY | Exit | PIMCO CORPORATE & INCOME OPPOR COMcef | $0 | – | -840 | -100.0% | -0.00% | – |
VRSK | Exit | VERISK ANALYTICS INC COMstock | $0 | – | -69 | -100.0% | -0.00% | – |
DFS | Exit | DISCOVER FINL SVCS COMstock | $0 | – | -91 | -100.0% | -0.00% | – |
HDB | Exit | HDFC BANK LTD SPONSORED ADSadr | $0 | – | -201 | -100.0% | -0.00% | – |
SYNA | Exit | SYNAPTICS INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
FISV | Exit | FISERV INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
BHP | Exit | BHP GROUP LTD SPONSORED ADSadr | $0 | – | -250 | -100.0% | -0.00% | – |
RNR | Exit | RENAISSANCERE HLDGS LTD COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
FEI | Exit | FIRST TR MLP & ENERGY INCOM FD COMcef | $0 | – | -2,500 | -100.0% | -0.00% | – |
SILV | Exit | SILVERCREST METALS INC COMstock | $0 | – | -2,805 | -100.0% | -0.00% | – |
NEWP | Exit | NEW PAC METALS CORP COMstock | $0 | – | -6,050 | -100.0% | -0.00% | – |
TM | Exit | TOYOTA MOTOR CORP ADSadr | $0 | – | -100 | -100.0% | -0.00% | – |
BXMT | Exit | BLACKSTONE MTG TR INC COM CL Areit | $0 | – | -702 | -100.0% | -0.00% | – |
TWTR | Exit | TWITTER INC COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
IAGG | Exit | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $0 | – | -381 | -100.0% | -0.00% | – |
ICE | Exit | INTERCONTINENTAL EXCHANGE INC COMstock | $0 | – | -180 | -100.0% | -0.00% | – |
UPST | Exit | UPSTART HLDGS INC COMstock | $0 | – | -609 | -100.0% | -0.00% | – |
BTT | Exit | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $0 | – | -700 | -100.0% | -0.00% | – |
SUN | Exit | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $0 | – | -424 | -100.0% | -0.00% | – |
EQX | Exit | EQUINOX GOLD CORP COMstock | $0 | – | -3,300 | -100.0% | -0.00% | – |
SII | Exit | SPROTT INC COM NEWstock | $0 | – | -500 | -100.0% | -0.00% | – |
HYG | Exit | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -247 | -100.0% | -0.00% | – |
LKQ | Exit | LKQ CORP COMstock | $0 | – | -346 | -100.0% | -0.00% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -2,743 | -100.0% | -0.00% | – |
CDK | Exit | CDK GLOBAL INC COMstock | $0 | – | -430 | -100.0% | -0.00% | – |
KBWD | Exit | POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIOetf | $0 | – | -1,400 | -100.0% | -0.00% | – |
SA | Exit | SEABRIDGE GOLD INC COMstock | $0 | – | -2,075 | -100.0% | -0.00% | – |
MAG | Exit | MAG SILVER CORP COMstock | $0 | – | -1,700 | -100.0% | -0.00% | – |
IXUS | Exit | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $0 | – | -501 | -100.0% | -0.01% | – |
AAPL | Exit | APPLE INC COMput | $0 | – | -200 | -100.0% | -0.01% | – |
BND | Exit | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $0 | – | -375 | -100.0% | -0.01% | – |
SHM | Exit | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $0 | – | -710 | -100.0% | -0.01% | – |
FPF | Exit | FIRST TR INTER DURATN PFD & IN COMcef | $0 | – | -2,000 | -100.0% | -0.01% | – |
AEM | Exit | AGNICO EAGLE MINES LTD COMstock | $0 | – | -752 | -100.0% | -0.01% | – |
GSLC | Exit | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $0 | – | -467 | -100.0% | -0.01% | – |
NFJ | Exit | VIRTUS DIVIDEND INTEREST & PR COMcef | $0 | – | -3,080 | -100.0% | -0.01% | – |
MHD | Exit | BLACKROCK MUNIHOLDINGS FD INC COMcef | $0 | – | -2,610 | -100.0% | -0.01% | – |
FNV | Exit | FRANCO NEV CORP COMstock | $0 | – | -262 | -100.0% | -0.01% | – |
NEA | Exit | NUVEEN AMT FREE QLTY MUN INCME COMcef | $0 | – | -3,500 | -100.0% | -0.01% | – |
STX | Exit | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $0 | – | -600 | -100.0% | -0.01% | – |
NVG | Exit | NUVEEN AMT FREE MUN CR INC FD COMcef | $0 | – | -3,521 | -100.0% | -0.01% | – |
REM | Exit | ISHARES MORTGAGE REAL ESTATE ETFetf | $0 | – | -2,100 | -100.0% | -0.01% | – |
COHR | Exit | COHERENT INC COMstock | $0 | – | -219 | -100.0% | -0.01% | – |
TFI | Exit | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $0 | – | -1,833 | -100.0% | -0.01% | – |
AMJ | Exit | JPMORGAN ALERIAN MLP INDEX ETNetf | $0 | – | -4,538 | -100.0% | -0.01% | – |
FDX | Exit | FEDEX CORP COMput | $0 | – | -600 | -100.0% | -0.02% | – |
VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -3,484 | -100.0% | -0.02% | – |
BIL | Exit | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | -2,262 | -100.0% | -0.04% | – |
J | Exit | JACOBS ENGR GROUP INC COMstock | $0 | – | -2,158 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-02
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.