$689 Million is the total value of Plante Moran Financial Advisors, LLC's 870 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC COMstock | $7,957,587 | +15.5% | 145,610 | 0.0% | 1.15% | -2.2% | |
| GNTX | GENTEX CORP COMstock | $2,099,790 | +14.4% | 77,000 | 0.0% | 0.30% | -2.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $1,406,133 | +15.4% | 3 | 0.0% | 0.20% | -2.4% | |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $950,334 | +11.5% | 6,267 | 0.0% | 0.14% | -5.5% | |
| BFA | BROWN FORMAN CORP CL Astock | $881,447 | -2.7% | 13,404 | 0.0% | 0.13% | -17.4% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $803,801 | +5.6% | 12,412 | 0.0% | 0.12% | -10.0% | |
| DIMENSIONAL US MARKETWIDE VALUE ETFetf | $636,187 | +13.0% | 19,002 | 0.0% | 0.09% | -4.2% | ||
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $588,633 | +1.1% | 11,617 | 0.0% | 0.08% | -15.0% | |
| AON | AON PLC SHS CL Astock | $580,257 | +12.0% | 1,933 | 0.0% | 0.08% | -5.6% | |
| CTAS | CINTAS CORP COMstock | $442,136 | +16.4% | 979 | 0.0% | 0.06% | -1.5% | |
| CSCO | CISCO SYS INC COMstock | $340,797 | +19.2% | 7,154 | 0.0% | 0.05% | 0.0% | |
| R1 RCM INC COMstock | $332,092 | -40.9% | 30,328 | 0.0% | 0.05% | -50.0% | ||
| DVY | ISHARES SELECT DIVIDEND ETFetf | $304,394 | +12.3% | 2,524 | 0.0% | 0.04% | -4.3% | |
| AEE | AMEREN CORP COMstock | $280,098 | +10.3% | 3,150 | 0.0% | 0.04% | -4.7% | |
| PRA | PROASSURANCE CORP COMstock | $286,071 | -10.3% | 16,375 | 0.0% | 0.04% | -25.5% | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $253,533 | +6.5% | 4,588 | 0.0% | 0.04% | -9.8% | |
| JACOBS SOLUTIONS INC COMstock | $257,430 | +10.5% | 2,144 | 0.0% | 0.04% | -7.5% | ||
| OLO | OLO INC CL Astock | $250,888 | -20.9% | 40,142 | 0.0% | 0.04% | -33.3% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $228,702 | +11.0% | 922 | 0.0% | 0.03% | -5.7% | |
| HAL | HALLIBURTON CO COMstock | $224,059 | +60.0% | 5,694 | 0.0% | 0.03% | +33.3% | |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETFetf | $219,582 | +3.1% | 4,382 | 0.0% | 0.03% | -11.1% | |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $213,707 | +10.7% | 2,669 | 0.0% | 0.03% | -6.1% | |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $204,765 | +10.7% | 3,300 | 0.0% | 0.03% | -6.2% | |
| ILMN | ILLUMINA INC COMstock | $208,873 | +6.0% | 1,033 | 0.0% | 0.03% | -11.8% | |
| ARKK | ARK INNOVATION ETFetf | $208,402 | -17.3% | 6,671 | 0.0% | 0.03% | -30.2% | |
| CACC | CREDIT ACCEP CORP MICH COMstock | $183,593 | +8.0% | 387 | 0.0% | 0.03% | -6.9% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $189,235 | +12.0% | 667 | 0.0% | 0.03% | -6.9% | |
| RPM | RPM INTL INC COMstock | $167,780 | +17.3% | 1,722 | 0.0% | 0.02% | 0.0% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $142,415 | +1.7% | 1,747 | 0.0% | 0.02% | -12.5% | |
| GLW | CORNING INC COMstock | $136,703 | +10.2% | 4,280 | 0.0% | 0.02% | -4.8% | |
| SAL | SALISBURY BANCORP INC COMstock | $126,102 | +31.4% | 4,016 | 0.0% | 0.02% | +12.5% | |
| NEOG | NEOGEN CORP COMstock | $123,485 | +9.3% | 8,108 | 0.0% | 0.02% | -5.3% | |
| MLHR | MILLERKNOLL INC COMstock | $118,749 | +34.9% | 5,652 | 0.0% | 0.02% | +13.3% | |
| GWW | GRAINGER W W INC COMstock | $111,250 | +13.5% | 200 | 0.0% | 0.02% | -5.9% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $105,687 | +12.4% | 3,152 | 0.0% | 0.02% | -6.2% | |
| NOW | SERVICENOW INC COMstock | $106,774 | +2.7% | 275 | 0.0% | 0.02% | -16.7% | |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COMcef | $101,298 | +4.4% | 13,417 | 0.0% | 0.02% | -11.8% | |
| ANDE | ANDERSONS INC COMstock | $104,970 | +12.9% | 3,000 | 0.0% | 0.02% | -6.2% | |
| BLD | TOPBUILD CORP COMstock | $98,432 | -5.4% | 629 | 0.0% | 0.01% | -22.2% | |
| IDA | IDACORP INC COMstock | $97,065 | +9.1% | 900 | 0.0% | 0.01% | -6.7% | |
| ORMP | ORAMED PHARMACEUTICALS INC COM NEWstock | $95,169 | +86.6% | 7,911 | 0.0% | 0.01% | +55.6% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $93,634 | +8.9% | 1,257 | 0.0% | 0.01% | -6.7% | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $90,695 | -0.3% | 1,913 | 0.0% | 0.01% | -18.8% | |
| MDT | MEDTRONIC PLC SHSstock | $90,466 | -3.8% | 1,164 | 0.0% | 0.01% | -18.8% | |
| GPC | GENUINE PARTS CO COMstock | $86,755 | +15.7% | 500 | 0.0% | 0.01% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $84,035 | +0.0% | 291 | 0.0% | 0.01% | -14.3% | |
| SPGM | SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFetf | $81,742 | +9.0% | 1,753 | 0.0% | 0.01% | -7.7% | |
| OCFC | OCEANFIRST FINL CORP COMstock | $85,000 | +13.3% | 4,000 | 0.0% | 0.01% | -7.7% | |
| ATO | ATMOS ENERGY CORP COMstock | $74,027 | +10.5% | 661 | 0.0% | 0.01% | 0.0% | |
| SUI | SUN CMNTYS INC COMreit | $72,770 | +5.5% | 509 | 0.0% | 0.01% | -8.3% | |
| NRT | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $74,150 | -11.7% | 5,932 | 0.0% | 0.01% | -21.4% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $73,555 | +14.9% | 222 | 0.0% | 0.01% | 0.0% | |
| CPB | CAMPBELL SOUP CO COMstock | $69,973 | +20.6% | 1,233 | 0.0% | 0.01% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $72,132 | +4.5% | 423 | 0.0% | 0.01% | -16.7% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $58,663 | +4.8% | 1,947 | 0.0% | 0.01% | -10.0% | |
| ENB | ENBRIDGE INC COMstock | $63,147 | +5.2% | 1,615 | 0.0% | 0.01% | -10.0% | |
| HBNC | HORIZON BANCORP INC COMstock | $58,767 | -16.0% | 3,897 | 0.0% | 0.01% | -25.0% | |
| BNS | BANK NOVA SCOTIA HALIFAX COMstock | $55,690 | +3.1% | 1,137 | 0.0% | 0.01% | -11.1% | |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $55,685 | +16.0% | 1,281 | 0.0% | 0.01% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $53,918 | +10.0% | 880 | 0.0% | 0.01% | 0.0% | |
| DOCU | DOCUSIGN INC COMstock | $55,420 | +4.6% | 1,000 | 0.0% | 0.01% | -11.1% | |
| NFLX | NETFLIX INC COMstock | $57,502 | +25.0% | 195 | 0.0% | 0.01% | 0.0% | |
| DCO | DUCOMMUN INC DEL COMstock | $52,458 | +24.9% | 1,050 | 0.0% | 0.01% | +14.3% | |
| WAL | WESTERN ALLIANCE BANCORP COMstock | $57,416 | -8.9% | 964 | 0.0% | 0.01% | -27.3% | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $45,351 | +8.0% | 664 | 0.0% | 0.01% | 0.0% | |
| WHR | WHIRLPOOL CORP COMstock | $47,089 | +4.6% | 333 | 0.0% | 0.01% | -12.5% | |
| CME | CME GROUP INC COMstock | $47,085 | -5.8% | 280 | 0.0% | 0.01% | -22.2% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $46,820 | +1.8% | 1,050 | 0.0% | 0.01% | -12.5% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $49,498 | +7.6% | 4,170 | 0.0% | 0.01% | -12.5% | |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETFetf | $41,362 | +0.9% | 2,462 | 0.0% | 0.01% | -14.3% | |
| GBCI | GLACIER BANCORP INC NEW COMstock | $44,676 | +1.5% | 904 | 0.0% | 0.01% | -25.0% | |
| NX | QUANEX BLDG PRODS CORP COMstock | $42,553 | +28.9% | 1,797 | 0.0% | 0.01% | 0.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $40,363 | +9.1% | 1,610 | 0.0% | 0.01% | 0.0% | |
| CM | CANADIAN IMPERIAL BK COMM TORO COMstock | $44,657 | -7.0% | 1,104 | 0.0% | 0.01% | -25.0% | |
| AXON | AXON ENTERPRISE INC COMstock | $42,478 | +41.6% | 256 | 0.0% | 0.01% | +20.0% | |
| RACE | FERRARI N V COMstock | $42,844 | +15.8% | 200 | 0.0% | 0.01% | 0.0% | |
| PDN | INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETFetf | $40,994 | +17.1% | 1,384 | 0.0% | 0.01% | 0.0% | |
| ETR | ENTERGY CORP NEW COMstock | $38,025 | +11.8% | 338 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $38,788 | +7.7% | 1,152 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $43,250 | +13.8% | 865 | 0.0% | 0.01% | -14.3% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $37,730 | +2.0% | 688 | 0.0% | 0.01% | -16.7% | |
| BIIB | BIOGEN INC COMstock | $35,169 | +3.4% | 127 | 0.0% | 0.01% | -16.7% | |
| WSM | WILLIAMS SONOMA INC COMstock | $32,637 | -1.1% | 284 | 0.0% | 0.01% | -16.7% | |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $36,895 | +15.3% | 773 | 0.0% | 0.01% | 0.0% | |
| EA | ELECTRONIC ARTS INC COMstock | $31,522 | +5.1% | 258 | 0.0% | 0.01% | 0.0% | |
| D | DOMINION ENERGY INC COMstock | $34,768 | -10.9% | 567 | 0.0% | 0.01% | -28.6% | |
| NOK | NOKIA CORP SPONSORED ADRadr | $36,192 | +9.7% | 7,800 | 0.0% | 0.01% | -16.7% | |
| NI | NISOURCE INC COMstock | $33,562 | +8.3% | 1,224 | 0.0% | 0.01% | 0.0% | |
| KHC | KRAFT HEINZ CO COMstock | $31,184 | +19.9% | 766 | 0.0% | 0.01% | +25.0% | |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $32,678 | +25.7% | 1,422 | 0.0% | 0.01% | +25.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $35,409 | +22.1% | 125 | 0.0% | 0.01% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $31,936 | +27.7% | 499 | 0.0% | 0.01% | +25.0% | |
| LDOS | LEIDOS HOLDINGS INC COMstock | $36,711 | +18.4% | 349 | 0.0% | 0.01% | 0.0% | |
| YTRA | YATRA ONLINE INC ORD SHSstock | $33,740 | +8.8% | 14,000 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP COMstock | $36,416 | +17.5% | 800 | 0.0% | 0.01% | 0.0% | |
| SNGX | SOLIGENIX INC COMstock | $32,389 | +4.5% | 71,658 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $37,499 | -1.3% | 177 | 0.0% | 0.01% | -28.6% | |
| OUNZ | VANECK MERK GOLD TRUSTetf | $31,842 | +9.8% | 1,800 | 0.0% | 0.01% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $29,435 | +13.2% | 125 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $25,061 | +19.3% | 58 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $28,150 | -14.7% | 760 | 0.0% | 0.00% | -33.3% | |
| EXC | EXELON CORP COMstock | $25,506 | +15.9% | 590 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC SHSstock | $27,725 | +20.5% | 85 | 0.0% | 0.00% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS INTL CORP COMstock | $30,395 | +26.6% | 274 | 0.0% | 0.00% | 0.0% | |
| INVENTRUST PPTYS CORP COM NEWreit | $27,836 | +11.3% | 1,176 | 0.0% | 0.00% | 0.0% | ||
| PSCH | INVESCO S&P SMALLCAP HEALTH CARE ETFetf | $30,622 | -1.2% | 232 | 0.0% | 0.00% | -20.0% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $26,993 | +12.5% | 3,349 | 0.0% | 0.00% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $25,821 | -0.7% | 414 | 0.0% | 0.00% | 0.0% | |
| NTES | NETEASE INC SPONSORED ADSadr | $26,147 | -3.2% | 360 | 0.0% | 0.00% | -20.0% | |
| GSK PLC SPONSORED ADRadr | $24,844 | +18.3% | 707 | 0.0% | 0.00% | 0.0% | ||
| KRG | KITE RLTY GROUP TR COM NEWreit | $27,028 | +22.9% | 1,284 | 0.0% | 0.00% | 0.0% | |
| FLUENCE ENERGY INC COM CL Astock | $25,588 | +16.3% | 1,492 | 0.0% | 0.00% | 0.0% | ||
| IXN | ISHARES GLOBAL TECH ETFetf | $28,243 | +4.6% | 630 | 0.0% | 0.00% | -20.0% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $26,280 | +1.1% | 4,500 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO COM NEWstock | $27,889 | +16.2% | 176 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC COMstock | $24,229 | +21.1% | 100 | 0.0% | 0.00% | +33.3% | |
| CHX | CHAMPIONX CORPORATION COMstock | $29,628 | +48.1% | 1,022 | 0.0% | 0.00% | +33.3% | |
| STLD | STEEL DYNAMICS INC COMstock | $25,891 | +36.3% | 265 | 0.0% | 0.00% | +33.3% | |
| ABB | ABB LTD SPONSORED ADRadr | $21,840 | +21.3% | 717 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC COMstock | $19,729 | +16.1% | 8 | 0.0% | 0.00% | 0.0% | |
| BKH | BLACK HILLS CORP COMstock | $21,102 | +5.5% | 300 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW COMstock | $20,543 | +20.8% | 62 | 0.0% | 0.00% | 0.0% | |
| CRH | CRH PLC ADRadr | $20,293 | +26.8% | 510 | 0.0% | 0.00% | 0.0% | |
| CADENCE BANK COMstock | $19,580 | -2.1% | 794 | 0.0% | 0.00% | 0.0% | ||
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $18,590 | +16.2% | 650 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC COMstock | $18,341 | +1.9% | 126 | 0.0% | 0.00% | 0.0% | |
| EOLS | EVOLUS INC COMstock | $20,082 | -8.7% | 2,674 | 0.0% | 0.00% | -25.0% | |
| FIVN | FIVE9 INC COMstock | $17,372 | -8.6% | 256 | 0.0% | 0.00% | 0.0% | |
| THG | HANOVER INS GROUP INC COMstock | $19,459 | +8.1% | 144 | 0.0% | 0.00% | 0.0% | |
| HOLX | HOLOGIC INC COMstock | $23,715 | +18.6% | 317 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES U.S. REAL ESTATE ETFetf | $20,206 | +1.0% | 240 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL Astock | $23,530 | +23.8% | 260 | 0.0% | 0.00% | 0.0% | |
| MAN | MANPOWERGROUP INC WIS COMstock | $17,807 | +27.2% | 214 | 0.0% | 0.00% | +50.0% | |
| MIDD | MIDDLEBY CORP COMstock | $22,094 | +5.2% | 165 | 0.0% | 0.00% | -25.0% | |
| MUSA | MURPHY USA INC COMstock | $18,170 | +0.9% | 65 | 0.0% | 0.00% | 0.0% | |
| OAS | CHORD ENERGY CORPORATION COM NEWstock | $20,522 | -2.3% | 150 | 0.0% | 0.00% | -25.0% | |
| ODC | OIL DRI CORP AMER COMstock | $21,935 | +37.1% | 654 | 0.0% | 0.00% | 0.0% | |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $23,695 | +7.7% | 328 | 0.0% | 0.00% | -25.0% | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $19,156 | +0.8% | 255 | 0.0% | 0.00% | 0.0% | |
| TPX | TEMPUR SEALY INTL INC COMstock | $18,401 | +41.5% | 536 | 0.0% | 0.00% | +50.0% | |
| TTEK | TETRA TECH INC NEW COMstock | $17,278 | +15.2% | 119 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC COMstock | $21,235 | -7.7% | 420 | 0.0% | 0.00% | -25.0% | |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $19,584 | +8.8% | 113 | 0.0% | 0.00% | 0.0% | |
| IVOO | VANGUARD S&P MID-CAP 400 ETFetf | $20,119 | +11.8% | 123 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS ETFetf | $17,701 | +18.0% | 104 | 0.0% | 0.00% | 0.0% | |
| VRNA | VERONA PHARMA PLC SPONSORED ADSadr | $23,308 | +159.0% | 892 | 0.0% | 0.00% | +50.0% | |
| XHR | XENIA HOTELS & RESORTS INC COMreit | $19,348 | -3.3% | 1,468 | 0.0% | 0.00% | 0.0% | |
| SFL | SFL CORPORATION LTD SHSstock | $18,440 | +2.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $18,240 | +30.3% | 369 | 0.0% | 0.00% | +50.0% | |
| QIPT | QUIPT HOME MEDICAL CORP COMstock | $11,507 | +15.1% | 2,443 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $15,641 | -2.2% | 61 | 0.0% | 0.00% | -33.3% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $17,007 | +21.5% | 133 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD MEGA CAP GROWTH ETFetf | $17,207 | +1.2% | 100 | 0.0% | 0.00% | -33.3% | |
| ALLE | ALLEGION PLC ORD SHSstock | $14,000 | +16.7% | 133 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $13,225 | +10.2% | 39 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC COMreit | $14,052 | -12.2% | 87 | 0.0% | 0.00% | -33.3% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $16,921 | -15.4% | 546 | 0.0% | 0.00% | -33.3% | |
| C | CITIGROUP INC COM NEWstock | $16,645 | +11.0% | 368 | 0.0% | 0.00% | -33.3% | |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $11,565 | +44.6% | 73 | 0.0% | 0.00% | +100.0% | |
| PTEN | PATTERSON-UTI ENERGY INC COMstock | $10,963 | +37.0% | 651 | 0.0% | 0.00% | +100.0% | |
| GME | GAMESTOP CORP NEW CL Astock | $14,768 | -26.2% | 800 | 0.0% | 0.00% | -33.3% | |
| TUSA | FIRST TRUST DIVIDEND STRENGTH ETFetf | $13,183 | +9.9% | 310 | 0.0% | 0.00% | 0.0% | |
| RC | READY CAPITAL CORP COMreit | $10,583 | +5.8% | 950 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD COMcef | $10,367 | +3.7% | 713 | 0.0% | 0.00% | 0.0% | |
| CF | CF INDS HLDGS INC COMstock | $13,547 | -9.7% | 159 | 0.0% | 0.00% | -33.3% | |
| PCG | PG&E CORP COMstock | $14,715 | +33.8% | 905 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK FINTECH INNOVATION ETFetf | $12,286 | -5.5% | 861 | 0.0% | 0.00% | 0.0% | |
| ONTO | ONTO INNOVATION INC COMstock | $13,618 | +4.8% | 200 | 0.0% | 0.00% | 0.0% | |
| VCTR | VICTORY CAP HLDGS INC COM CL Astock | $16,930 | +12.9% | 631 | 0.0% | 0.00% | -33.3% | |
| MFC | MANULIFE FINL CORP COMstock | $17,019 | +13.5% | 954 | 0.0% | 0.00% | -33.3% | |
| KSM | DWS STRATEGIC MUNI INCOMEcef | $10,997 | -0.0% | 1,346 | 0.0% | 0.00% | 0.0% | |
| BC | BRUNSWICK CORP COMstock | $10,740 | +7.4% | 149 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL COMstock | $11,321 | +13.2% | 111 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO COMstock | $11,830 | -1.4% | 250 | 0.0% | 0.00% | 0.0% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $11,265 | +2.4% | 1,500 | 0.0% | 0.00% | 0.0% | |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $11,800 | +7.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RHI | ROBERT HALF INTL INC COMstock | $14,766 | -1.6% | 200 | 0.0% | 0.00% | -33.3% | |
| LHCG | LHC GROUP INC COMstock | $15,037 | +0.2% | 93 | 0.0% | 0.00% | -33.3% | |
| WEBER INC CL Astock | $12,075 | +20.8% | 1,500 | 0.0% | 0.00% | 0.0% | ||
| LAD | LITHIA MTRS INC COMstock | $15,765 | -7.3% | 77 | 0.0% | 0.00% | -33.3% | |
| SQNS | SEQUANS COMMUNICATIONS S A SPONSORED ADSadr | $10,548 | -4.1% | 3,177 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC COM NEWstock | $10,985 | -42.2% | 888 | 0.0% | 0.00% | -33.3% | |
| VPU | VANGUARD UTILITIES ETFetf | $16,410 | +9.4% | 107 | 0.0% | 0.00% | -33.3% | |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $14,256 | +18.8% | 188 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP CL Astock | $12,807 | -20.0% | 450 | 0.0% | 0.00% | -33.3% | |
| UFPI | UFP INDUSTRIES INC COMstock | $16,009 | +6.7% | 202 | 0.0% | 0.00% | -33.3% | |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $12,708 | +5.9% | 400 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP COMstock | $16,563 | +3.5% | 300 | 0.0% | 0.00% | -33.3% | |
| MKL | MARKEL CORP COMstock | $11,857 | +18.6% | 9 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COMstock | $12,665 | +15.1% | 27 | 0.0% | 0.00% | 0.0% | |
| BIO | BIO RAD LABS INC CL Astock | $15,138 | +0.9% | 36 | 0.0% | 0.00% | -33.3% | |
| PUMP | PROPETRO HLDG CORP COMstock | $13,481 | +34.8% | 1,300 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $17,181 | +7.4% | 207 | 0.0% | 0.00% | -33.3% | |
| STLA | STELLANTIS N.V SHSstock | $13,802 | +15.0% | 972 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $15,535 | -29.4% | 2,976 | 0.0% | 0.00% | -50.0% | |
| TTD | THE TRADE DESK INC COM CL Astock | $11,208 | -25.3% | 250 | 0.0% | 0.00% | -33.3% | |
| DKS | DICKS SPORTING GOODS INC COMstock | $12,029 | +20.3% | 100 | 0.0% | 0.00% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $11,230 | +2.1% | 287 | 0.0% | 0.00% | 0.0% | |
| MTH | MERITAGE HOMES CORP COMstock | $15,213 | +26.8% | 165 | 0.0% | 0.00% | 0.0% | |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCKstock | $4,760 | +19.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $5,149 | +28.7% | 265 | 0.0% | 0.00% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC COMstock | $4,705 | -5.9% | 32 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $8,541 | -14.6% | 181 | 0.0% | 0.00% | -50.0% | |
| SAP | SAP SE SPON ADRadr | $4,437 | +47.9% | 43 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $5,998 | -0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| LPI | VITAL ENERGY INC COMstock | $3,599 | -10.0% | 70 | 0.0% | 0.00% | 0.0% | |
| EIS | ISHARES MSCI ISRAEL ETFetf | $7,783 | -2.7% | 139 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO COMstock | $7,120 | +18.7% | 30 | 0.0% | 0.00% | 0.0% | |
| SHYF | SHYFT GROUP INC COMstock | $4,127 | +37.6% | 166 | 0.0% | 0.00% | 0.0% | |
| HMY | HARMONY GOLD MINING CO LTD SPONSORED ADRadr | $3,859 | +28.6% | 1,135 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $7,398 | +5.7% | 97 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC COMstock | $7,083 | +18.0% | 31 | 0.0% | 0.00% | 0.0% | |
| HALEON PLC SPON ADSadr | $7,064 | +41.3% | 883 | 0.0% | 0.00% | 0.0% | ||
| SAVE | SPIRIT AIRLS INC COMstock | $9,896 | -1.0% | 508 | 0.0% | 0.00% | -50.0% | |
| OLN | OLIN CORP COM PAR $1stock | $6,353 | +27.1% | 120 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $7,626 | +8.9% | 194 | 0.0% | 0.00% | 0.0% | |
| PRVB | PROVENTION BIO INC COMstock | $5,285 | +164.2% | 500 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $6,774 | -3.2% | 100 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC COMstock | $8,061 | +15.2% | 300 | 0.0% | 0.00% | 0.0% | |
| KTF | DWS MUNICIPAL INCOMEcef | $8,610 | +7.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $6,824 | +13.7% | 219 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $9,598 | +20.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO SOLAR ETFetf | $9,336 | +3.7% | 128 | 0.0% | 0.00% | -50.0% | |
| HCA | HCA HEALTHCARE INC COMstock | $9,118 | +30.3% | 38 | 0.0% | 0.00% | 0.0% | |
| GPRE | GREEN PLAINS INC COMstock | $7,290 | +4.1% | 239 | 0.0% | 0.00% | 0.0% | |
| NYT | NEW YORK TIMES CO CL Astock | $6,492 | +8.2% | 200 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $7,196 | +19.9% | 46 | 0.0% | 0.00% | 0.0% | |
| UDR | UDR INC COMreit | $6,545 | -6.5% | 169 | 0.0% | 0.00% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $6,925 | -1.1% | 462 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $8,334 | +4.2% | 78 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STATES OIL FUND LPetf | $8,834 | +10.4% | 126 | 0.0% | 0.00% | 0.0% | |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEWstock | $8,810 | +10.1% | 62 | 0.0% | 0.00% | 0.0% | |
| RELX | RELX PLC SPONSORED ADRadr | $6,930 | +15.5% | 250 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S A SPONSORED ADSadr | $10,182 | +27.3% | 600 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC COMstock | $6,365 | -9.1% | 18 | 0.0% | 0.00% | 0.0% | |
| CG | CARLYLE GROUP INC COMstock | $9,572 | +19.6% | 321 | 0.0% | 0.00% | 0.0% | |
| GDX | VANECK GOLD MINERS ETFetf | $5,044 | +26.1% | 176 | 0.0% | 0.00% | 0.0% | |
| GMED | GLOBUS MED INC CL Astock | $5,645 | +12.9% | 76 | 0.0% | 0.00% | 0.0% | |
| RFP | RESOLUTE FST PRODS INC COMstock | $5,030 | +0.6% | 233 | 0.0% | 0.00% | 0.0% | |
| LSI | LIFE STORAGE INC COMreit | $5,615 | -6.4% | 57 | 0.0% | 0.00% | 0.0% | |
| GIB | CGI INC CL A SUB VTGstock | $8,355 | +19.4% | 97 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $5,650 | +13.0% | 40 | 0.0% | 0.00% | 0.0% | |
| NICE | NICE LTD SPONSORED ADRadr | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COMcef | $9,010 | +12.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC COMreit | $4,475 | +11.9% | 99 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP COMstock | $3,831 | +27.7% | 223 | 0.0% | 0.00% | 0.0% | |
| JJG | IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETNetf | $3,494 | -12.6% | 45 | 0.0% | 0.00% | 0.0% | |
| RUMBLE INC COM CL Astock | $5,182 | -52.9% | 871 | 0.0% | 0.00% | -50.0% | ||
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $5,046 | +0.9% | 18 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC COMstock | $7,190 | +19.8% | 35 | 0.0% | 0.00% | 0.0% | |
| MMSI | MERIT MED SYS INC COMstock | $4,873 | +21.8% | 69 | 0.0% | 0.00% | 0.0% | |
| VMC | VULCAN MATLS CO COMstock | $6,129 | +2.2% | 35 | 0.0% | 0.00% | 0.0% | |
| LPCN | LIPOCINE INC NEW COMstock | $6,528 | -18.4% | 17,000 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC COMstock | $9,664 | +7.4% | 40 | 0.0% | 0.00% | -50.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $8,469 | +5.9% | 142 | 0.0% | 0.00% | 0.0% | |
| PACB | PACIFIC BIOSCIENCES CALIF INC COMstock | $9,080 | +51.3% | 1,110 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $5,862 | +17.2% | 150 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC COMstock | $5,165 | +29.1% | 157 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP COMstock | $9,976 | -16.9% | 46 | 0.0% | 0.00% | -50.0% | |
| SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $8,642 | -4.0% | 150 | 0.0% | 0.00% | -50.0% | |
| AKAM | AKAMAI TECHNOLOGIES INC COMstock | $4,637 | +15.9% | 55 | 0.0% | 0.00% | 0.0% | |
| MBUU | MALIBU BOATS INC COM CL Astock | $5,916 | +18.3% | 111 | 0.0% | 0.00% | 0.0% | |
| AGL | AGILON HEALTH INC COMstock | $3,502 | -30.0% | 217 | 0.0% | 0.00% | 0.0% | |
| SNV | SYNOVUS FINL CORP COM NEWstock | $4,018 | +0.4% | 107 | 0.0% | 0.00% | 0.0% | |
| ADC | AGREE RLTY CORP COMreit | $7,093 | +1.3% | 100 | 0.0% | 0.00% | 0.0% | |
| MIND MEDICINE MINDMED INC COM NEWstock | $79 | – | 36 | 0.0% | 0.00% | – | ||
| MC | MOELIS & CO CL Astock | $1,074 | +7.4% | 28 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC COM NEWstock | $95 | – | 3 | 0.0% | 0.00% | – | |
| NEM | NEWMONT CORP COMstock | $1,510 | +51.0% | 32 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEW CL Astock | $127 | – | 7 | 0.0% | 0.00% | – | |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETFetf | $27 | – | 1 | 0.0% | 0.00% | – | |
| ONVO | ORGANOVO HLDGS INC COM NEWstock | $2,186 | -27.1% | 1,550 | 0.0% | 0.00% | -100.0% | |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $3,364 | +12.1% | 101 | 0.0% | 0.00% | -100.0% | |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADSadr | $58 | – | 1 | 0.0% | 0.00% | – | |
| ITGR | INTEGER HLDGS CORP COMstock | $1,917 | -4.2% | 28 | 0.0% | 0.00% | – | |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEWstock | $1,738 | +73.8% | 31 | 0.0% | 0.00% | – | |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $152 | – | 3 | 0.0% | 0.00% | – | |
| HUT | HUT 8 MNG CORP COMstock | $989 | -50.6% | 1,164 | 0.0% | 0.00% | – | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $1,756 | -12.2% | 10 | 0.0% | 0.00% | – | |
| PORTILLOS INC COM CL Astock | $816 | -18.4% | 50 | 0.0% | 0.00% | – | ||
| HL | HECLA MNG CO COMstock | $33 | – | 6 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC COMstock | $76 | – | 12 | 0.0% | 0.00% | – | |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $2,910 | -3.0% | 96 | 0.0% | 0.00% | -100.0% | |
| GL | GLOBE LIFE INC COMstock | $121 | – | 1 | 0.0% | 0.00% | – | |
| RIOT | RIOT PLATFORMS INC COMstock | $3 | – | 1 | 0.0% | 0.00% | – | |
| GXO LOGISTICS INCORPORATED COMMON STOCKstock | $3,074 | +2.5% | 72 | 0.0% | 0.00% | -100.0% | ||
| FCX | FREEPORT-MCMORAN INC CL Bstock | $2,774 | +38.7% | 73 | 0.0% | 0.00% | – | |
| FL | FOOT LOCKER INC COMstock | $1,512 | +51.2% | 40 | 0.0% | 0.00% | – | |
| FSR | FISKER INC CL A COM STKstock | $756 | -24.4% | 104 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP COMstock | $2,181 | +9.0% | 52 | 0.0% | 0.00% | – | |
| SVVC | FIRSTHAND TECHNOLOGY VALUE FD COMcef | $19 | – | 20 | 0.0% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC COMreit | $311 | – | 25 | 0.0% | 0.00% | – | |
| SJT | SAN JUAN BASIN RTY TR UNIT BEN INTstock | $2,246 | +12.3% | 197 | 0.0% | 0.00% | – | |
| SLB | SCHLUMBERGER LTD COM STKstock | $2,138 | +113.8% | 40 | 0.0% | 0.00% | – | |
| FDS | FACTSET RESH SYS INC COMstock | $2,407 | +20.4% | 6 | 0.0% | 0.00% | – | |
| ES | EVERSOURCE ENERGY COMstock | $1,174 | +17.4% | 14 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INC CLASS Astock | $2,400 | +20.0% | 22 | 0.0% | 0.00% | – | |
| ETON | ETON PHARMACEUTICALS INC COMstock | $2,820 | +41.0% | 1,000 | 0.0% | 0.00% | – | |
| DX | DYNEX CAP INC COMreit | $2,531 | +26.6% | 199 | 0.0% | 0.00% | – | |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $235 | – | 2 | 0.0% | 0.00% | – | |
| SNDL INC COMstock | $125 | – | 60 | 0.0% | 0.00% | – | ||
| STWD | STARWOOD PPTY TR INC COMreit | $917 | -8.3% | 50 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $630 | -37.0% | 42 | 0.0% | 0.00% | – | ||
| COIN | COINBASE GLOBAL INC COM CL Astock | $743 | -25.7% | 21 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC COM CL 2stock | $562 | -43.8% | 209 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO COMstock | $3,375 | +12.5% | 15 | 0.0% | 0.00% | -100.0% | |
| CIM | CHIMERA INVT CORP COM NEWreit | $17 | – | 3 | 0.0% | 0.00% | – | |
| CHS | CHICOS FAS INC COMstock | $1,990 | -0.5% | 404 | 0.0% | 0.00% | – | |
| CRL | CHARLES RIV LABS INTL INC COMstock | $1,743 | -12.8% | 8 | 0.0% | 0.00% | – | |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTGstock | $1,933 | -3.4% | 54 | 0.0% | 0.00% | – | |
| CX | CEMEX SAB DE CV SPON ADR NEWadr | $69 | – | 17 | 0.0% | 0.00% | – | |
| MTN | VAIL RESORTS INC COMstock | $3,099 | +3.3% | 13 | 0.0% | 0.00% | -100.0% | |
| CUK | CARNIVAL PLC ADRadr | $467 | – | 65 | 0.0% | 0.00% | – | |
| BRO | BROWN & BROWN INC COMstock | $2,792 | -6.9% | 49 | 0.0% | 0.00% | -100.0% | |
| BLDE | BLADE AIR MOBILITY INC CL A COMstock | $537 | -46.3% | 150 | 0.0% | 0.00% | – | |
| VTHR | VANGUARD RUSSELL 3000 ETFetf | $2,440 | +22.0% | 14 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC COMstock | $1,539 | -23.0% | 125 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES COMPANY CL Astock | $2,008 | +100.8% | 68 | 0.0% | 0.00% | – | |
| BRC INC COM CL Astock | $183 | – | 30 | 0.0% | 0.00% | – | ||
| BCE | BCE INC COM NEWstock | $1,187 | +18.7% | 27 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COMstock | $9 | – | 10 | 0.0% | 0.00% | – | |
| THE ARENA GROUP HOLDINGS INC COMstock | $350 | – | 33 | 0.0% | 0.00% | – | ||
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $557 | -44.3% | 160 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION COMstock | $77 | – | 4 | 0.0% | 0.00% | – | |
| AXL | AMERICAN AXLE & MFG HLDGS INC COMstock | $2,737 | +36.8% | 350 | 0.0% | 0.00% | – | |
| WDC | WESTERN DIGITAL CORP. COMstock | $1,041 | +4.1% | 33 | 0.0% | 0.00% | – | |
| XPO | XPO INC COMstock | $2,397 | -20.1% | 72 | 0.0% | 0.00% | -100.0% | |
| ABNB | AIRBNB INC COM CL Astock | $428 | -57.2% | 5 | 0.0% | 0.00% | – | |
| AXDX | ACCELERATE DIAGNOSTICS INC COMstock | $706 | -64.7% | 1,000 | 0.0% | 0.00% | – | |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $53 | – | 7 | 0.0% | 0.00% | – | |
| CB | CHUBB LIMITED COMstock | $1,765 | +76.5% | 8 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $408 | – | 14 | 0.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC CL A COMstock | $204 | – | 50 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V SHS CLASS Astock | $0 | – | 18 | 0.0% | 0.00% | – | |
| MKSI | MKS INSTRS INC COMstock | $1,695 | -15.2% | 20 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP COMstock | $916 | -8.4% | 34 | 0.0% | 0.00% | – | |
| KR | KROGER CO COMstock | $981 | -1.9% | 22 | 0.0% | 0.00% | – | |
| MREO | MEREO BIOPHARMA GROUP PLC SPON ADSadr | $36 | – | 48 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 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 | 2024-05-09 |
| 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 |
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.