$793 Thousand is the total value of First Heartland Consultants, Inc.'s 378 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACIO | Sell | ETF SER SOLUTIONSaptus collared | $24,684 | -99.9% | 811,169 | -8.6% | 3.11% | -13.1% |
Sell | WISDOMTREE TRfloating rate treasury etf | $23,449 | -99.9% | 466,003 | -13.3% | 2.96% | -15.7% | |
IVW | Buy | ISHARESs&p 500 grwt etf | $19,563 | -99.9% | 285,922 | +50.0% | 2.47% | +41.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $18,955 | -99.9% | 52,907 | -14.3% | 2.39% | -19.2% |
BIL | Buy | SPDR SER TRbloomberg 1-2 mo | $17,549 | -99.5% | 191,124 | +414.3% | 2.21% | +400.5% |
SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $17,505 | -99.6% | 348,285 | +346.6% | 2.21% | +318.6% |
DRSK | Sell | ETF SER SOLUTIONSaptus defined | $17,444 | -99.9% | 748,363 | -15.6% | 2.20% | -23.1% |
SPY | Sell | SPDR S&P 500 ETF TRunit ser 1 s&p | $15,867 | -99.9% | 37,118 | -19.1% | 2.00% | -24.2% |
FLV | Sell | AMERICAN CENTY ETF TRfocused lrg cap | $14,952 | -99.9% | 262,542 | -37.8% | 1.88% | -42.4% |
OSCV | Sell | ETF SER SOLUTIONSopus sml cp vl | $14,451 | -99.9% | 476,475 | -13.9% | 1.82% | -20.5% |
Sell | ETF SER SOLUTIONSaptus enhanced yield etf | $14,193 | -99.9% | 586,010 | -9.3% | 1.79% | -12.3% | |
AAPL | Sell | APPLE INC | $14,121 | -99.9% | 82,475 | -4.9% | 1.78% | -18.4% |
SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $13,421 | -99.9% | 226,398 | +10.4% | 1.69% | +4.3% |
BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $12,043 | -99.9% | 172,586 | +25.3% | 1.52% | +17.0% |
KMLM | Buy | KFA MOUNT LUCAS MANAGED FUTURESetf | $11,918 | -99.9% | 365,933 | +0.5% | 1.50% | +4.5% |
IWV | Buy | ISHARESrussell 3000 | $11,822 | -99.6% | 48,241 | +327.7% | 1.49% | +300.5% |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $11,186 | – | 360,726 | +100.0% | 1.41% | – |
RDVY | Sell | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $10,922 | -99.9% | 237,684 | -6.1% | 1.38% | -10.9% |
ADME | Sell | ETF SER SOLUTIONSaptus drawdown | $9,597 | -99.9% | 273,798 | -32.5% | 1.21% | -36.8% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $9,045 | -99.9% | 33,216 | -5.2% | 1.14% | -11.3% |
BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $8,929 | -99.9% | 118,779 | -46.2% | 1.12% | -48.0% |
JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $8,841 | – | 175,662 | +100.0% | 1.11% | – |
VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $8,382 | -99.8% | 53,948 | +78.1% | 1.06% | +65.5% |
EMXC | Buy | ISHARES TRmsci emrg chn | $8,300 | -99.9% | 166,569 | +13.8% | 1.05% | +6.1% |
AMZN | Sell | AMAZON COM INC | $8,036 | -99.9% | 63,217 | -7.1% | 1.01% | -11.9% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $8,012 | -99.9% | 113,226 | -28.7% | 1.01% | -32.5% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $7,991 | -99.7% | 79,172 | +198.5% | 1.01% | +173.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $7,719 | -99.9% | 55,965 | -6.2% | 0.97% | -11.5% |
Buy | ETF SER SOLUTIONSintl drawdwn mng | $6,943 | -99.9% | 362,950 | +0.8% | 0.88% | -5.6% | |
BKAG | New | BNY MELLON ETF TRUSTcore bond etf | $6,787 | – | 168,437 | +100.0% | 0.86% | – |
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $6,610 | -99.9% | 151,186 | -12.0% | 0.83% | -19.0% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq enhe & mod buf etf | $6,388 | -99.9% | 192,842 | -1.4% | 0.80% | -5.1% | |
JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $6,132 | – | 121,542 | +100.0% | 0.77% | – |
FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $5,912 | -99.6% | 140,583 | +306.5% | 0.74% | +276.3% |
UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $5,895 | -99.3% | 246,667 | +561.3% | 0.74% | +535.0% |
NAPR | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $5,873 | -99.9% | 140,432 | +7.3% | 0.74% | +4.7% |
LGOV | Buy | FIRST TR LNG DUR OPRTUNetf | $5,814 | -99.7% | 286,710 | +198.6% | 0.73% | +164.6% |
COWZ | Buy | PACER FDS TRus cash cows 100 etf | $5,577 | -99.6% | 112,824 | +321.3% | 0.70% | +323.5% |
UITB | Buy | VICTORY PORTFOLIOS II | $5,415 | -99.8% | 121,581 | +66.3% | 0.68% | +56.1% |
Sell | FIRST TR EXCHANGE TRADED FDcboe vest equity mod buff jun | $5,325 | -99.9% | 179,720 | -2.2% | 0.67% | -6.5% | |
BNDX | Sell | VANGUARD BD INDEXinternational bond etf | $5,190 | -99.9% | 108,517 | -2.7% | 0.65% | -7.4% |
IYW | Buy | ISHARES TRu.s. tech etf | $5,184 | -99.9% | 49,411 | +2.3% | 0.65% | -4.3% |
TLT | Sell | ISHARES20 year treasury etf | $5,120 | -99.9% | 57,731 | -37.6% | 0.64% | -47.8% |
New | RBB FD INCus treas 3 mnth | $5,006 | – | 99,977 | +100.0% | 0.63% | – | |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $4,957 | -99.9% | 49,501 | +8.3% | 0.62% | +5.8% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $4,775 | -99.9% | 50,692 | -1.3% | 0.60% | -7.5% |
QJUN | Sell | FIRST TR EXCHANGE TRADED FD Icboe vest nas 100 buffer qjun | $4,659 | -99.9% | 213,030 | -2.5% | 0.59% | -6.8% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $4,659 | -99.9% | 124,602 | -7.9% | 0.59% | -16.5% |
FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $4,486 | -99.8% | 60,924 | +71.5% | 0.56% | +63.3% |
IYM | Buy | ISHARESus basic materials etf | $4,442 | -99.5% | 35,166 | +406.3% | 0.56% | +366.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,447 | -99.9% | 12,695 | -6.1% | 0.56% | -6.2% |
MSFT | Buy | MICROSOFT CORP | $4,406 | -99.9% | 13,954 | +5.1% | 0.56% | -5.3% |
NVDA | Buy | NVIDIA CORP | $4,396 | -99.9% | 10,106 | +3.0% | 0.55% | +3.0% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $4,361 | -99.9% | 23,066 | -0.0% | 0.55% | -7.6% |
New | PIMCO ETF TRmultisector bd | $4,260 | – | 174,361 | +100.0% | 0.54% | – | |
IVE | Sell | ISHARESs&p 500 val etf | $4,255 | -100.0% | 27,657 | -54.0% | 0.54% | -57.3% |
EPD | Sell | ENTERPRISE PROD PARTNERS L | $4,241 | -99.9% | 154,944 | -17.8% | 0.54% | -16.9% |
BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $4,171 | -99.9% | 57,688 | -2.6% | 0.53% | -9.0% |
IVV | Buy | ISHAREScore s&p500 etf | $4,033 | -99.9% | 9,391 | +0.2% | 0.51% | -6.1% |
SDVY | Buy | FIRST TR EXCHANGE TRADED FDmid cap rising div | $3,980 | -99.9% | 140,976 | +23.6% | 0.50% | +19.8% |
JEPI | Sell | JP MORGAN CHASE & COeq prem inc etf | $3,914 | -99.9% | 73,071 | -14.3% | 0.49% | -19.3% |
USMV | Sell | ISHARES TRusa min vol etf | $3,870 | -99.9% | 53,472 | -3.5% | 0.49% | -8.6% |
IUSG | Sell | ISHARES TRcore russell grw | $3,860 | -99.9% | 40,709 | -0.5% | 0.49% | -6.2% |
Buy | TIMOTHY PLANhigh dividend | $3,819 | -99.9% | 173,518 | +4.5% | 0.48% | -1.8% | |
GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $3,766 | -99.9% | 40,114 | -11.1% | 0.48% | -22.8% |
FMB | Buy | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $3,729 | -99.4% | 76,293 | +517.3% | 0.47% | +480.2% |
FPE | Sell | FIRST TR EXCHANGE TRADED FDpfd secs inc etf | $3,677 | -99.9% | 230,259 | -5.2% | 0.46% | -8.0% |
Sell | TIMOTHY PLANus large mid cp | $3,330 | -99.9% | 151,411 | -6.0% | 0.42% | -12.5% | |
DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $3,291 | -99.9% | 9,827 | -34.3% | 0.42% | -37.8% |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $3,107 | -99.9% | 98,902 | -5.7% | 0.39% | -13.1% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,073 | -99.9% | 20,850 | +16.8% | 0.39% | +9.9% |
BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $2,674 | -99.9% | 109,199 | +9.4% | 0.34% | +4.0% |
FNX | Buy | FIRST TR MID CP CORE ALPHA D | $2,659 | -99.9% | 28,873 | +6.0% | 0.34% | -1.5% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,613 | -99.9% | 12,304 | +8.3% | 0.33% | +1.5% |
FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,561 | -99.9% | 55,980 | +0.6% | 0.32% | -1.2% |
VOO | Buy | VANGUARD INDEX FDS | $2,560 | -99.9% | 6,520 | +12.4% | 0.32% | +5.6% |
BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $2,548 | -99.9% | 37,989 | -1.2% | 0.32% | -13.9% |
FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $2,450 | -99.9% | 55,300 | -0.6% | 0.31% | -8.6% |
EFA | Sell | ISHARESmsci eafe etf | $2,435 | -99.9% | 35,336 | -40.1% | 0.31% | -44.6% |
DNP | Buy | DNP SELECT INCOME FD INC | $2,438 | -99.9% | 256,068 | +3.5% | 0.31% | -8.6% |
IYY | Buy | ISHARES TRdow jones us etf | $2,426 | -99.9% | 23,220 | +0.0% | 0.31% | -6.1% |
SPTL | Sell | SPDR SERIES TRUSTportfolio ln tsr | $2,429 | -99.9% | 92,902 | -0.3% | 0.31% | -15.2% |
PZA | Buy | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $2,342 | -99.9% | 105,689 | +1.9% | 0.30% | -6.9% |
VMBS | Sell | VANGUARDmbs etf | $2,333 | -99.9% | 53,300 | -2.3% | 0.29% | -9.5% |
VWO | Sell | VANGUARDemergine markets etf | $2,222 | -99.9% | 56,676 | -6.2% | 0.28% | -11.9% |
EUSA | Buy | ISHARESmsci equal weite | $2,195 | -99.9% | 29,189 | +0.1% | 0.28% | -7.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,156 | -99.9% | 16,349 | -2.2% | 0.27% | +3.8% |
LLY | Buy | LILLY ELI & CO | $2,122 | -99.9% | 3,950 | +1.5% | 0.27% | +12.7% |
SPGP | Sell | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $2,095 | -99.9% | 22,966 | -38.9% | 0.26% | -40.4% |
RWM | Buy | PROSHARES TRshrt russell 2000 | $2,077 | -99.9% | 85,807 | +9.2% | 0.26% | +12.4% |
IJK | Buy | ISHARESs&p mc 400gr etf | $2,039 | -99.9% | 28,220 | +52.7% | 0.26% | +42.8% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $2,001 | -99.3% | 43,650 | +672.8% | 0.25% | +600.0% |
V | Buy | VISA INC | $1,961 | -99.9% | 8,525 | +1.0% | 0.25% | -5.0% |
SH | Buy | PROSHARES TRshort s&p 500 | $1,914 | -99.9% | 132,257 | +10.1% | 0.24% | +11.6% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $1,904 | -99.6% | 21,337 | +311.6% | 0.24% | +275.0% |
DOG | Sell | PROSHARES TRshort dow 30 etf | $1,898 | -99.9% | 56,950 | -0.2% | 0.24% | 0.0% |
DVY | Buy | ISHARESselect dividend etf | $1,899 | -99.3% | 17,638 | +629.1% | 0.24% | +563.9% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,897 | -99.9% | 29,874 | +20.1% | 0.24% | +11.2% |
Buy | JP MORGAN CHASE & CO | $1,852 | -99.9% | 41,712 | +1.4% | 0.23% | -3.3% | |
TSLA | Buy | TESLA INC | $1,832 | -99.9% | 7,321 | +0.4% | 0.23% | -6.5% |
JNJ | Sell | JOHNSON & JOHNSON | $1,821 | -99.9% | 11,691 | -0.2% | 0.23% | -8.4% |
FDL | Buy | FIRST TR EXCHANGE TR | $1,817 | -99.8% | 54,322 | +76.5% | 0.23% | +68.4% |
TBF | Sell | PROSHARES TRshrt 20+yr tre | $1,817 | -99.9% | 72,233 | -48.6% | 0.23% | -42.0% |
FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,814 | -99.9% | 30,534 | -8.4% | 0.23% | -10.9% |
CALF | Buy | PACER FDS TRus small cap cor | $1,808 | -99.7% | 43,350 | +198.1% | 0.23% | +196.1% |
IUSB | Sell | ISHARES TRtotal usd bond market etf | $1,788 | -99.9% | 40,897 | -22.4% | 0.22% | -27.7% |
IYZ | New | ISHARES TR | $1,719 | – | 80,681 | +100.0% | 0.22% | – |
IYC | New | ISHARES TRus consum discre | $1,680 | – | 25,099 | +100.0% | 0.21% | – |
FTGC | Sell | FIRST TR EXCHANGE TRADED FDglb fd | $1,622 | -99.9% | 67,574 | -3.3% | 0.20% | -1.0% |
SPTI | Buy | SPDR SER TRportfli intrmdit | $1,596 | -99.9% | 57,986 | +1.7% | 0.20% | -3.8% |
SHV | Buy | ISHARESshort treasury bond etf | $1,579 | -99.9% | 14,291 | +3.3% | 0.20% | +0.5% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest equity enh & mod buff etf | $1,571 | -100.0% | 46,331 | -75.1% | 0.20% | -75.8% | |
BA | Sell | BOEING CO | $1,529 | -99.9% | 7,979 | -12.0% | 0.19% | -22.2% |
WMT | Buy | WAL-MART STORES INC | $1,520 | -99.9% | 9,503 | +4.4% | 0.19% | +3.8% |
IUSV | Buy | ISHARES TRcore russell val | $1,491 | -99.9% | 19,983 | +0.2% | 0.19% | -6.9% |
BUFD | Buy | FIRST TR EXCHGN TRADED FD VIcboe best deep buf | $1,482 | -99.9% | 69,724 | +9.9% | 0.19% | +5.6% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,382 | -99.9% | 15,612 | +7.2% | 0.17% | -2.2% |
LOW | Sell | LOWES COS INC | $1,376 | -99.9% | 6,622 | -3.1% | 0.17% | -13.5% |
ABBV | Buy | ABBVIE INC | $1,355 | -99.9% | 9,092 | +0.0% | 0.17% | +7.5% |
ORLY | Sell | OREILLY AUTOMOTIVE INC NEW | $1,354 | -99.9% | 1,490 | -9.6% | 0.17% | -16.2% |
FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $1,338 | -99.9% | 8,381 | +2.2% | 0.17% | -2.3% |
IJR | Buy | ISHAREScore s&p scp etf | $1,315 | -99.9% | 13,944 | +9.7% | 0.17% | +1.2% |
TRP | New | TC ENERGY CORP | $1,313 | – | 38,013 | +100.0% | 0.16% | – |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,289 | -99.9% | 7,860 | +12.0% | 0.16% | +2.5% |
DGRO | Sell | ISHARES TRcore div grwth | $1,283 | -99.9% | 25,908 | -0.8% | 0.16% | -6.9% |
XOM | Sell | EXXON MOBIL CORP | $1,280 | -99.9% | 10,883 | -7.0% | 0.16% | -1.2% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $1,275 | -99.9% | 3,221 | -9.6% | 0.16% | -11.5% |
FB | Sell | META PLATFORMS INCcl a | $1,234 | -99.9% | 4,111 | -0.4% | 0.16% | +1.3% |
BJUL | New | INNOVATOR ETFS TRus eqty bufr jul | $1,233 | – | 35,760 | +100.0% | 0.16% | – |
Sell | FIRST TR CBOE VEST US EQUITY ENH & MOD BUFFetf | $1,230 | -99.9% | 37,389 | -26.9% | 0.16% | -28.2% | |
USB | Buy | US BANCORP DEL | $1,221 | -99.9% | 36,936 | +24.4% | 0.15% | +21.3% |
SU | Sell | SUNCOR ENERGY INC | $1,202 | -99.9% | 34,955 | -32.6% | 0.15% | -23.4% |
ENB | Buy | ENBRIDGE INC | $1,174 | -99.8% | 35,241 | +163.3% | 0.15% | +127.7% |
UGI | Buy | UGI CORP | $1,160 | -99.8% | 50,445 | +111.3% | 0.15% | +75.9% |
FBCG | Buy | FIDELITY BLUE CHIP GROWTHetf | $1,148 | -99.9% | 39,654 | +43.3% | 0.14% | +35.5% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,129 | -99.6% | 14,890 | +372.8% | 0.14% | +330.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,123 | -99.9% | 8,581 | +1.3% | 0.14% | +8.4% |
IYLD | Sell | ISHARES TRmrngstr inc etf | $1,115 | -99.9% | 58,540 | -1.6% | 0.14% | -6.6% |
COST | Buy | COSTCO WHSL CORP NEW | $1,073 | -99.9% | 1,899 | +1.1% | 0.14% | +3.1% |
New | RBB FD INCus treas 6 mnth | $1,054 | – | 21,017 | +100.0% | 0.13% | – | |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $1,037 | -99.9% | 37,859 | +950.2% | 0.13% | -5.8% |
New | RBB FD INCus treas 12 mnth | $1,035 | – | 20,748 | +100.0% | 0.13% | – | |
MRK | Buy | MERCK & CO INC NEW | $980 | -99.9% | 9,523 | +2.4% | 0.12% | -10.8% |
IHF | Buy | ISHARES TRus hlthcr pr etf | $984 | -99.9% | 3,999 | +0.1% | 0.12% | -6.1% |
PEP | Buy | PEPSICO INC | $984 | -99.9% | 5,805 | +0.1% | 0.12% | -10.8% |
RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $979 | -99.9% | 32,582 | +433.2% | 0.12% | -7.5% |
Buy | LITMAN GREGORY FUNDSdbi managed etf | $953 | -99.9% | 32,984 | +3.7% | 0.12% | +5.3% | |
PG | Buy | PROCTER & GAMBLE CO | $948 | -99.9% | 6,499 | +1.8% | 0.12% | -5.6% |
HD | Buy | HOME DEPOT INC | $934 | -99.9% | 3,090 | +0.0% | 0.12% | -4.8% |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $923 | – | 12,697 | +100.0% | 0.12% | – |
AZAA | Sell | ALLIANZ US LARGE CAP BUFFER 10 APRetf | $893 | -99.9% | 28,983 | -47.5% | 0.11% | -49.8% |
CAT | Buy | CATERPILLAR INC DEL | $898 | -99.9% | 3,291 | +2.6% | 0.11% | +10.8% |
BK | Buy | BANK OF NEW YORK MELLON | $888 | -99.8% | 20,817 | +65.1% | 0.11% | +53.4% |
JPM | Buy | JP MORGAN CHASE & CO | $880 | -99.9% | 6,066 | +4.2% | 0.11% | +0.9% |
FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $863 | – | 22,515 | +100.0% | 0.11% | – |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $866 | -99.9% | 8,381 | +0.2% | 0.11% | -5.2% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $846 | -100.0% | 18,631 | -59.6% | 0.11% | -60.7% |
DE | Sell | DEERE & CO | $845 | -99.9% | 2,239 | -5.4% | 0.11% | -14.5% |
VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $823 | -99.9% | 15,387 | +5.1% | 0.10% | -1.9% |
MELI | Sell | MERCADOLIBRE INC | $817 | -99.9% | 644 | -7.6% | 0.10% | -3.7% |
IJH | Buy | ISHAREScore s&p mcp etf | $785 | -99.9% | 3,148 | +30.6% | 0.10% | +20.7% |
FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $771 | -99.9% | 5,270 | -1.6% | 0.10% | -8.5% |
CAPITAL GROUP DIVIDEND VALUEetf | $765 | -99.9% | 28,891 | 0.0% | 0.10% | -5.0% | ||
LNC | Sell | LINCOLN NATL CORP IND | $753 | -99.9% | 30,494 | -1.1% | 0.10% | -7.8% |
MBB | Sell | ISHARESmbs etf | $754 | -99.9% | 8,493 | -26.5% | 0.10% | -32.1% |
VTEB | Sell | VANGUARD MUN BD FD INCtax exempt bd | $751 | -100.0% | 15,610 | -59.4% | 0.10% | -62.0% |
AZAO | Sell | ALLIANZ US LARGE CAP BUFFER 10etf | $732 | -99.9% | 23,151 | -28.7% | 0.09% | -32.4% |
HDV | Sell | ISHARES TRcore high div etf | $715 | -99.9% | 7,229 | -3.7% | 0.09% | -8.2% |
SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $706 | -99.9% | 6,135 | -0.3% | 0.09% | -9.2% |
EFV | Buy | ISHARES TRmsci eafe value etf | $699 | -99.9% | 14,289 | +22.8% | 0.09% | +18.9% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $687 | -99.9% | 4,849 | -1.0% | 0.09% | -8.4% |
AMGN | AMGEN INC | $692 | -99.9% | 2,576 | 0.0% | 0.09% | +17.6% | |
EOG | Sell | EOG RES INC | $683 | -99.9% | 5,388 | -1.1% | 0.09% | +6.2% |
Sell | FIRST TR CBOE VEST RISINGetf | $669 | -100.0% | 31,762 | -57.2% | 0.08% | -60.2% | |
FICO | Buy | FAIR ISAAC CORP | $663 | -99.9% | 763 | +8.5% | 0.08% | +13.5% |
QUAL | Sell | ISHARES TRnscu ysa qlt fct | $664 | -99.9% | 5,038 | -34.9% | 0.08% | -37.8% |
ETJ | Sell | EATON VANCE RISK MNGD DIV | $670 | -99.9% | 87,185 | -0.8% | 0.08% | -10.6% |
DIVO | Sell | AMPLIFY ETF TRetf | $659 | -99.9% | 18,982 | -7.5% | 0.08% | -13.5% |
FOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $659 | – | 18,032 | +100.0% | 0.08% | – |
CAPITAL GROUP CORE EQUITYetf | $648 | -99.9% | 25,790 | 0.0% | 0.08% | -4.7% | ||
CVX | Buy | CHEVRON CORP NEW | $651 | -99.9% | 3,860 | +0.6% | 0.08% | +5.1% |
REXR | New | REXFORD INDL RLTY INC | $645 | – | 13,060 | +100.0% | 0.08% | – |
CSCO | Buy | CISCO SYS INC | $646 | -99.9% | 12,025 | +4.5% | 0.08% | +5.2% |
ROBT | Buy | FIRST TR NASDQ ARTFCIALetf | $638 | -99.8% | 15,761 | +125.5% | 0.08% | +95.1% |
KO | Buy | COCA COLA COMPANY | $629 | -99.9% | 11,228 | +15.0% | 0.08% | +3.9% |
DUK | Buy | DUKE ENERGY CORP NEW | $625 | -99.9% | 7,084 | +5.2% | 0.08% | +1.3% |
BAX | New | BAXTER INTL INC | $615 | – | 16,287 | +100.0% | 0.08% | – |
LMBS | Sell | FIRST TR EXCHANGE TRADED FDfst low oppt etf | $612 | -99.9% | 12,957 | -3.0% | 0.08% | -7.2% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $607 | -100.0% | 18,722 | -49.4% | 0.08% | -56.7% |
GOVT | Sell | ISHARES TRus treas bd etf | $600 | -99.9% | 27,214 | -47.2% | 0.08% | -50.3% |
DJUN | Buy | FIRST TR EXCHANGE TRADED FDcboe vest es equity deep buffer etf june | $598 | -99.9% | 16,934 | +11.2% | 0.08% | +5.6% |
LVHD | Buy | LEGG MASONlow divi etf | $598 | -99.9% | 17,651 | +11.5% | 0.08% | 0.0% |
DECK | DECKERS OUTDOOR CORP | $590 | -99.9% | 1,147 | 0.0% | 0.07% | -5.1% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $568 | -99.8% | 5,523 | +81.6% | 0.07% | +60.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $574 | -99.9% | 2,384 | +0.0% | 0.07% | +5.9% |
DLN | WISDOMTREE TRus largecap divd | $560 | -99.9% | 9,110 | 0.0% | 0.07% | -5.3% | |
IWY | Buy | ISHARES TRrus tp200 gr etf | $544 | -99.9% | 3,537 | +4.8% | 0.07% | 0.0% |
T | Sell | AT&T INC | $542 | -99.9% | 36,106 | -1.7% | 0.07% | -10.5% |
ORCL | Buy | ORACLE CORP | $541 | -99.9% | 5,112 | +2.5% | 0.07% | -11.7% |
DIS | Sell | DISNEY WALT CO | $534 | -99.9% | 6,583 | -1.0% | 0.07% | -13.0% |
TFLO | New | ISHARES TRtrs flt rt bd | $532 | – | 10,476 | +100.0% | 0.07% | – |
AMT | New | AMERICAN TOWER CORP NEW | $535 | – | 3,251 | +100.0% | 0.07% | – |
ISRG | Buy | INTUITIVE SURGICAL INC | $526 | -99.9% | 1,800 | +5.9% | 0.07% | -12.0% |
AMAT | Buy | APPLIED MATLS INC | $526 | -99.9% | 3,801 | +3.1% | 0.07% | -4.3% |
EFG | Sell | ISHARES TRmsci eafe growth etf | $514 | -99.9% | 5,956 | -33.5% | 0.06% | -41.4% |
ARKK | Buy | ARK ETF TRetf | $508 | -99.9% | 12,815 | +27.2% | 0.06% | +10.3% |
IWM | Sell | ISHARES TRrussell 2000 etf | $504 | -100.0% | 2,854 | -84.3% | 0.06% | -85.5% |
FXZ | Buy | FIRST TR MATERIALS ALPHetf | $508 | -99.9% | 8,053 | +0.1% | 0.06% | -4.5% |
EEM | Sell | ISHARESmsci emg mkt etf | $509 | -100.0% | 13,403 | -91.1% | 0.06% | -91.7% |
SJB | Buy | PROSHARES TRshrt hgh yield | $499 | -99.9% | 27,064 | +6.3% | 0.06% | +5.0% |
AVGO | Sell | BROADCOM INC | $499 | -99.9% | 601 | -7.8% | 0.06% | -13.7% |
Buy | JP MORGAN CHASE & COnasdaq eqt prem | $501 | -99.9% | 10,675 | +32.0% | 0.06% | +23.5% | |
SOXX | Buy | ISHARESsemiconductor etf | $488 | -99.9% | 1,031 | +12.2% | 0.06% | +3.3% |
TFC | Sell | TRUIST FINANCIAL CORP | $489 | -99.9% | 17,079 | -40.6% | 0.06% | -45.1% |
HEFA | Sell | ISHARES TRmsci eafe etf | $487 | -99.9% | 16,177 | -7.5% | 0.06% | -12.9% |
GS | Buy | GOLDMAN SACHS GROUP INC | $485 | -99.9% | 1,498 | +0.3% | 0.06% | -1.6% |
FSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $485 | – | 13,093 | +100.0% | 0.06% | – |
SCHW | Buy | SCHWAB CHARLES CORP | $475 | -99.9% | 8,648 | +1.8% | 0.06% | -3.2% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $478 | -99.9% | 9,208 | +19.9% | 0.06% | +11.1% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $471 | -99.9% | 3,286 | +0.9% | 0.06% | -6.3% |
SBUX | Sell | STARBUCKS CORP | $472 | -99.9% | 5,172 | -0.9% | 0.06% | -11.9% |
QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $470 | -99.9% | 6,282 | +0.0% | 0.06% | -6.3% |
DAL | Sell | DELTA AIR LINES INC DEL | $464 | -99.9% | 12,541 | -0.8% | 0.06% | -25.6% |
Sell | GENERAL ELECTRIC CO | $463 | -99.9% | 4,189 | -1.6% | 0.06% | -4.9% | |
FISV | FISERV INC | $462 | -99.9% | 4,089 | 0.0% | 0.06% | -13.4% | |
XLV | Sell | SELECT SECTOR SPDR TRhealth care etf | $449 | -99.9% | 3,490 | -3.7% | 0.06% | -8.1% |
FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $451 | -100.0% | 5,451 | -46.5% | 0.06% | -51.3% |
Sell | FIRST TR EXCHGN TRADED FD VIcboe vest nas 100 buffer qspt | $456 | -99.9% | 21,037 | -23.3% | 0.06% | -25.0% | |
PPA | Buy | INVESCO AEROSPACE & DEFENSEetf | $449 | -99.9% | 5,632 | +24.9% | 0.06% | +16.3% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $452 | -99.9% | 3,546 | +3.7% | 0.06% | -9.5% |
IDU | Buy | ISHARES TRu.s. utilits etf | $448 | -99.9% | 6,084 | +45.2% | 0.06% | +27.3% |
BX | Sell | BLACKSTONE GROUP INC | $442 | -99.9% | 4,126 | -4.9% | 0.06% | +7.7% |
IOO | Buy | ISHARESglobal 100 etf | $440 | -99.9% | 6,009 | +2.9% | 0.06% | -5.2% |
MCD | Sell | MCDONALDS CORP | $425 | -99.9% | 1,614 | -0.1% | 0.05% | -12.9% |
QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $431 | -99.9% | 2,966 | +0.0% | 0.05% | -5.3% |
AZN | New | ASTRAZENECA PLCsponsored adr | $426 | – | 6,286 | +100.0% | 0.05% | – |
JPST | Sell | JP MORGAN CHASE & COultra shrt inc | $417 | -99.9% | 8,314 | -0.1% | 0.05% | -1.9% |
MPC | Sell | MARATHON PETE CORP | $409 | -99.9% | 2,703 | -1.9% | 0.05% | +23.8% |
FAUG | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $412 | -99.9% | 11,012 | -7.9% | 0.05% | -13.3% |
PFF | Sell | ISHARES TRpfd and incm sec | $409 | -99.9% | 13,573 | -7.8% | 0.05% | -11.9% |
F | Sell | FORD MOTOR CO DEL | $415 | -99.9% | 33,390 | -4.6% | 0.05% | -24.6% |
Sell | ALLIANCE US LARGE CAP BUFFER 10 MAYetf | $405 | -99.9% | 15,700 | -34.0% | 0.05% | -37.0% | |
DAPR | Sell | FIRST TR EXCHGN TRADED FD VIcboe vest us dep | $408 | -99.9% | 13,454 | -32.9% | 0.05% | -36.2% |
BOND | Sell | PIMCO ETF TRactive bd etf | $399 | -99.9% | 4,541 | -2.4% | 0.05% | -9.1% |
SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $387 | -99.9% | 5,286 | -1.3% | 0.05% | -7.5% |
SPTM | Sell | SPDR SERIES TRUSTportfolio tl stk | $386 | -100.0% | 7,357 | -65.9% | 0.05% | -67.8% |
TPSC | Sell | TIMOTHY PLANus small cap cor | $392 | -100.0% | 12,638 | -49.8% | 0.05% | -52.9% |
CVS | Buy | CVS HEALTH CORP | $378 | -99.9% | 5,414 | +0.1% | 0.05% | 0.0% |
AGG | Buy | ISHAREScore totusbd etf | $383 | -99.9% | 4,070 | +8.7% | 0.05% | 0.0% |
PNC | New | PNC FINL SVCS GROUP INC | $380 | – | 3,083 | +100.0% | 0.05% | – |
SMMU | Sell | PIMCO ETF TRsht term mun bond | $378 | -99.9% | 7,727 | -9.8% | 0.05% | -12.7% |
EQWL | INVESCO EXCHANGE TRADED FD Ts&p100 eql wgt | $369 | -99.9% | 4,700 | 0.0% | 0.05% | -6.0% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy select | $370 | -99.9% | 4,098 | -9.2% | 0.05% | 0.0% |
UNH | Buy | UNITEDHEALTH GROUP INC | $376 | -99.9% | 747 | +24.5% | 0.05% | +27.0% |
MDY | Sell | SPDR SERIES TRUSTmidcap 400 etf | $367 | -99.9% | 804 | -19.3% | 0.05% | -25.8% |
ITA | ISHARES TRus aer def etf | $362 | -99.9% | 3,419 | 0.0% | 0.05% | -11.5% | |
MO | Sell | ALTRIA GROUP INC | $364 | -100.0% | 8,654 | -74.4% | 0.05% | -76.8% |
CAH | Buy | CARDINAL HEALTH INC | $363 | -99.9% | 4,185 | +0.6% | 0.05% | -9.8% |
MTUM | Sell | ISHARES TRmsci usa momentum factor etf | $362 | -99.9% | 2,590 | -2.7% | 0.05% | -8.0% |
RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 eql ind | $365 | -99.9% | 9,538 | +516.5% | 0.05% | +12.2% |
VNQ | Sell | VANGUARD INDEX FDSreit etf | $363 | -99.9% | 4,803 | -11.2% | 0.05% | -22.0% |
ASML | New | ASML HOLDING N V | $354 | – | 602 | +100.0% | 0.04% | – |
LMT | Buy | LOCKWOOD MARTIN CORP | $348 | -99.9% | 852 | +1.5% | 0.04% | -12.0% |
TGT | Buy | TARGET CORP | $352 | -99.9% | 3,184 | +0.8% | 0.04% | -18.5% |
AOM | ISHARES TRmodert alloc etf | $351 | -99.9% | 9,016 | 0.0% | 0.04% | -6.4% | |
ABC | Sell | CENCORA INC COM | $342 | -99.9% | 1,902 | -7.4% | 0.04% | -15.7% |
Sell | BROOKFIELD ASSET MANAGEMENT | $344 | -99.9% | 10,275 | -17.7% | 0.04% | -18.9% | |
IFRA | Sell | ISHARES TRus infrastruc | $342 | -99.9% | 9,339 | -2.1% | 0.04% | -10.4% |
FJUN | Buy | FIRST TR EXCHANGE TRADED FDcboe vest us eq buff fjun | $343 | -99.9% | 8,455 | +12.3% | 0.04% | +7.5% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $335 | -99.9% | 1,714 | -0.6% | 0.04% | -6.7% |
BAC | Buy | BANK OF AMERICA | $336 | -99.9% | 12,286 | +6.7% | 0.04% | -2.3% |
MPLX | Buy | MPLX LP | $332 | -99.9% | 9,337 | +5.2% | 0.04% | +7.7% |
INTC | Sell | INTEL CORP | $332 | -99.9% | 9,342 | -2.5% | 0.04% | 0.0% |
CMCSA | Sell | COMCAST CORP | $335 | -99.9% | 7,560 | -0.9% | 0.04% | +2.4% |
Buy | PHILLIPS EDISON & COMPANY INC | $330 | -99.9% | 9,835 | +16.8% | 0.04% | +13.5% | |
FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $322 | -99.9% | 4,969 | -2.9% | 0.04% | -6.8% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $322 | -99.9% | 9,713 | -1.7% | 0.04% | -4.7% |
CDC | Sell | VICTORY PORTFOLIOS II | $327 | -100.0% | 5,853 | -82.3% | 0.04% | -83.4% |
IBM | Sell | INTL BUSINESS MACH | $323 | -99.9% | 2,301 | -5.3% | 0.04% | -2.4% |
RY | Buy | ROYAL BK CDA SUSTAINABL | $317 | -99.9% | 3,628 | +0.9% | 0.04% | -11.1% |
NFLX | Buy | NETFLIX INC | $314 | -99.9% | 832 | +6.4% | 0.04% | -11.1% |
CSL | New | CARLISLE COS INC | $317 | – | 1,221 | +100.0% | 0.04% | – |
ADBE | Sell | ADOBE INC | $308 | -100.0% | 604 | -57.7% | 0.04% | -57.1% |
IEMG | Sell | ISHARES TRcore msci emerging markets etf | $301 | -99.9% | 6,326 | -42.5% | 0.04% | -45.7% |
ORI | Sell | OLD REP INTL CORP | $299 | -99.9% | 11,102 | -12.6% | 0.04% | -7.3% |
PFE | Sell | PFIZER INC | $301 | -99.9% | 9,080 | -5.2% | 0.04% | -17.4% |
CRM | Buy | SALESFORCE INC | $305 | -99.9% | 1,506 | +11.5% | 0.04% | +2.7% |
EMR | Sell | EMERSON ELEC CO | $294 | -99.9% | 3,047 | -15.3% | 0.04% | -11.9% |
WEC | Buy | WEC ENERGY GROUP INC | $294 | -99.9% | 3,655 | +0.0% | 0.04% | -11.9% |
ARKF | Buy | ARKF ETF TRetf | $285 | -99.9% | 14,723 | +21.5% | 0.04% | +9.1% |
VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $284 | -99.9% | 3,961 | +1.5% | 0.04% | -10.0% |
TDG | Buy | TRANSDIGM GROUP INC | $287 | -99.9% | 340 | +0.3% | 0.04% | -7.7% |
TXN | Buy | TEXAS INSTRS INC | $283 | -99.9% | 1,778 | +0.6% | 0.04% | -12.2% |
GILD | Buy | GILEAD SCIENCES INC | $285 | -99.9% | 3,797 | +0.4% | 0.04% | -5.3% |
SPTS | Sell | SPDR SER TRshrt trsry etf | $283 | -100.0% | 9,868 | -55.3% | 0.04% | -56.1% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $282 | -99.9% | 3,251 | +9.9% | 0.04% | +12.5% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $274 | -99.9% | 9,748 | +900.8% | 0.04% | -5.4% |
Sell | SPDRgold minishares trust | $280 | -99.9% | 7,642 | -7.5% | 0.04% | -14.6% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $275 | -99.9% | 2,510 | +0.0% | 0.04% | -5.4% |
SYK | STYKER CORP | $277 | -99.9% | 1,012 | 0.0% | 0.04% | -12.5% | |
RWJ | Buy | INVESCO EXCH TRADED FD TR IIsmallcap 600 etf | $279 | -99.9% | 7,656 | +212.0% | 0.04% | -2.8% |
PTNQ | Buy | PACER FDS TRtrendpilot 100 | $279 | -99.9% | 4,541 | +18.9% | 0.04% | +12.9% |
PAYX | New | PAYCHEX INC | $280 | – | 2,429 | +100.0% | 0.04% | – |
ADSK | Sell | AUTODESK INC | $268 | -99.9% | 1,296 | -25.6% | 0.03% | -26.1% |
COP | Sell | CONOCOPHILLIPS | $270 | -99.9% | 2,250 | -1.1% | 0.03% | +3.0% |
New | FIRST TR EXCHNG TRADED FD VIcboe vest us equ | $271 | – | 8,993 | +100.0% | 0.03% | – | |
FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $267 | -99.9% | 5,932 | -1.5% | 0.03% | -8.1% |
LGGNY | Buy | LEGAL GENERAL GROUP PLC | $266 | -99.8% | 19,550 | +83.6% | 0.03% | +70.0% |
ILCG | Buy | ISHARES TRmrngstr lg-cp gr | $267 | -99.9% | 4,483 | +0.0% | 0.03% | -5.6% |
SPHD | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $271 | -99.9% | 6,916 | -3.7% | 0.03% | -10.5% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $267 | -99.9% | 146 | +46.0% | 0.03% | +21.4% |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $265 | – | 2,643 | +100.0% | 0.03% | – |
DMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $260 | -99.9% | 7,674 | -28.0% | 0.03% | -29.8% |
EXC | Sell | EXELON CORP | $262 | -99.9% | 6,926 | -1.7% | 0.03% | -10.8% |
TIP | New | ISHARES TRtips bd etf | $258 | – | 2,490 | +100.0% | 0.03% | – |
FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $261 | -99.9% | 2,695 | -2.7% | 0.03% | -8.3% |
Sell | ALLIANZ US LARGE CAP BUFFER 20etf | $252 | -99.9% | 9,590 | -19.2% | 0.03% | -22.0% | |
SDG | Sell | ISHARES TRmsci global sus dev etf | $251 | -99.9% | 3,366 | -6.7% | 0.03% | -13.5% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $255 | -99.9% | 3,711 | -3.8% | 0.03% | -13.5% |
IYH | Sell | ISHARES TRus hlthcare etf | $257 | -99.9% | 953 | -4.3% | 0.03% | -11.1% |
PAVE | New | GLOBAL X FDSus infr dev etf | $250 | – | 8,224 | +100.0% | 0.03% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $243 | – | 2,378 | +100.0% | 0.03% | – |
GTO | Sell | INVESCO ACTIVELY MANAGD ETFtotal return | $245 | -99.9% | 5,479 | -7.9% | 0.03% | -13.9% |
CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $246 | -99.9% | 3,635 | 0.0% | 0.03% | -6.1% | |
MDT | Sell | MEDTRONIC PLC | $246 | -100.0% | 3,136 | -51.4% | 0.03% | -58.1% |
Buy | HARBOR ETF TRUSTlong term grower | $246 | -99.9% | 13,763 | +31.2% | 0.03% | +24.0% | |
QCLN | Sell | FIRST TR EXCHANGE TRADED FDnas clnedg green | $249 | -99.9% | 5,838 | -0.5% | 0.03% | -20.5% |
FCNCA | FIRST CTZNS BANCSHARES INCcl a | $243 | -99.9% | 176 | 0.0% | 0.03% | +6.9% | |
RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 eql mat | $247 | -99.9% | 7,958 | +416.8% | 0.03% | -3.1% |
RNEM | Sell | FIRST TR EMERGING MKTSetf | $248 | -99.9% | 5,159 | -2.1% | 0.03% | -6.1% |
SHOP | Sell | SHOPIFY INC | $239 | -99.9% | 4,373 | -3.6% | 0.03% | -21.1% |
DNOV | FIRST TR EXCHNG TRADED FD VIus eq deep bufr | $235 | -99.9% | 6,631 | 0.0% | 0.03% | -3.2% | |
ITW | ILLINOIS TOOL WKS INC | $237 | -99.9% | 1,028 | 0.0% | 0.03% | -9.1% | |
CZA | Sell | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $239 | -99.9% | 2,810 | -9.3% | 0.03% | -16.7% |
CMS | Buy | CMS ENERGY CORP | $239 | -99.9% | 4,506 | +0.2% | 0.03% | -11.8% |
VFH | Sell | VANGUARD WORLD FDSfinancials etf | $240 | -99.9% | 2,989 | -1.5% | 0.03% | -6.2% |
ACWV | Sell | ISHARESmin vol gbl etf | $240 | -99.9% | 2,519 | -22.5% | 0.03% | -26.8% |
AZBO | Sell | ALLIANZ US LARGE CAP BUFFER 20etf | $241 | -99.9% | 7,751 | -14.6% | 0.03% | -16.7% |
MUNI | New | PIMCO ETF TRinter mun bd act | $229 | – | 4,583 | +100.0% | 0.03% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $230 | – | 1,815 | +100.0% | 0.03% | – |
EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $234 | -100.0% | 8,871 | -66.3% | 0.03% | -68.5% |
MDYG | Sell | SPDR SERIES TRUSTs&p 400 etf | $230 | -99.9% | 3,331 | -1.8% | 0.03% | -9.4% |
QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $231 | -99.9% | 9,367 | +0.4% | 0.03% | -9.4% |
IPG | Buy | INTERPUBLIC GROUP COS INC | $231 | -99.9% | 8,069 | +0.6% | 0.03% | -27.5% |
UPS | Sell | UNITED PARCEL SERVICE INC | $234 | -99.9% | 1,501 | -22.7% | 0.03% | -35.6% |
JEF | Buy | JEFFERIES FINL GROUP INC | $231 | -99.9% | 6,293 | +0.9% | 0.03% | +7.4% |
FMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $221 | -100.0% | 5,770 | -56.4% | 0.03% | -58.2% |
MU | New | MICRON TECHNOLOGY INC | $220 | – | 3,232 | +100.0% | 0.03% | – |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $221 | -99.9% | 1,385 | +1.5% | 0.03% | -3.4% |
Sell | FIRST TR EXCHANGE TRADED FDcboe vest us eq enh & mod buff | $212 | -99.9% | 6,692 | -25.9% | 0.03% | -27.0% | |
QWLD | Sell | SPDR MSCI WORLD STRATEGIC FACTORSetf | $216 | -99.9% | 2,134 | -2.5% | 0.03% | -10.0% |
ABNB | Buy | AIRBNB, INC | $216 | -99.9% | 1,572 | +0.3% | 0.03% | +3.8% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $213 | -99.9% | 5,778 | -19.5% | 0.03% | -25.0% |
TAXF | AMERICAN CENTY ETF TRdiversified mu | $217 | -99.9% | 4,531 | 0.0% | 0.03% | -6.9% | |
XEL | XCEL ENERGY INC | $212 | -99.9% | 3,697 | 0.0% | 0.03% | -10.0% | |
SHW | Buy | SHERWIN WILLIAMS CO | $212 | -99.9% | 829 | +3.8% | 0.03% | -3.6% |
AZBL | New | AIM ETF PRODUCTS TRUSTus lrgcp b20 jul | $204 | – | 6,940 | +100.0% | 0.03% | – |
CAPITAL GROUP GROWTHetf | $205 | -99.9% | 8,372 | 0.0% | 0.03% | -3.7% | ||
DJD | INVESCO EXCHANGE TRADED FD Tdividend etf | $206 | -99.9% | 4,993 | 0.0% | 0.03% | -7.1% | |
ARCB | New | ARCBEST CORP | $204 | – | 2,008 | +100.0% | 0.03% | – |
XBI | New | SPDR SER TRs&p biotech | $205 | – | 2,807 | +100.0% | 0.03% | – |
APD | AIR PRODUCTS AND CHEMICALS INC | $204 | -99.9% | 721 | 0.0% | 0.03% | -7.1% | |
New | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $203 | – | 9,997 | +100.0% | 0.03% | – | |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $202 | -99.9% | 2,805 | -3.2% | 0.02% | -32.4% |
DFEB | FIRST TR EXCHGN TRADED FD VIus eqt deep dufr | $202 | -99.9% | 5,790 | 0.0% | 0.02% | -7.4% | |
LUV | Sell | SOUTHWEST AIRLS CO | $200 | -99.9% | 7,389 | -1.2% | 0.02% | -28.6% |
RVNU | Sell | DBX ETF TR XTRACK MUN INFRAetf | $202 | -99.9% | 8,508 | -3.9% | 0.02% | -13.8% |
SLV | Sell | ISHARES TRsilver trust | $200 | -99.9% | 9,833 | -9.1% | 0.02% | -13.8% |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $201 | – | 491 | +100.0% | 0.02% | – |
GNL | New | GLOBAL NET LEASE INC | $189 | – | 19,690 | +100.0% | 0.02% | – |
ET | Buy | ENERGY TRANSFER L P | $154 | -99.9% | 10,948 | +5.9% | 0.02% | +11.8% |
NIO | Buy | NIO INCspon adr cl a | $145 | -99.9% | 15,998 | +0.6% | 0.02% | -10.0% |
BKCC | BLACKROCK CAP INVT CORP | $73 | -99.9% | 19,769 | 0.0% | 0.01% | +12.5% | |
DNMR | DANIMER SCIENTIFIC INC | $66 | -99.9% | 31,674 | 0.0% | 0.01% | -20.0% | |
New | FS CREDIT OPPORTUNITIES CORP | $66 | – | 12,219 | +100.0% | 0.01% | – | |
FUBO | Buy | FUBOTV INC | $56 | -99.8% | 20,974 | +30.1% | 0.01% | +75.0% |
SEEL | SEELOS THERAPEUTICS INC | $5 | -100.0% | 29,190 | 0.0% | 0.00% | -80.0% | |
TMDI | TITAN MED INC | $4 | -99.9% | 33,657 | 0.0% | 0.00% | 0.0% | |
JOAN | Exit | JOANN INC | $0 | – | -18,407 | -100.0% | -0.00% | – |
PDM | Exit | PIEDMONT OFFICE REALTY TR | $0 | – | -11,606 | -100.0% | -0.01% | – |
CFO | Exit | VICTORY PORTFOLIOS II | $0 | – | -3,295 | -100.0% | -0.03% | – |
SPLV | Exit | INVESCO EXCHANGE TRADED FD TRs&p500 low vol | $0 | – | -3,208 | -100.0% | -0.03% | – |
QMAR | Exit | FIRST TR EXCHANGE TRADED FDcboe vest us eq buff mar | $0 | – | -8,364 | -100.0% | -0.03% | – |
Exit | ALLIANCE US LARGE CAP BUFFER 20 JUNEetf | $0 | – | -7,765 | -100.0% | -0.03% | – | |
RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -5,060 | -100.0% | -0.03% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,064 | -100.0% | -0.03% | – |
EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,376 | -100.0% | -0.03% | – |
CMBS | Exit | ISHARES TRcmbs etf | $0 | – | -4,626 | -100.0% | -0.03% | – |
GSIE | Exit | GOLDMAN SACHS ACTIVE BETA INTetf | $0 | – | -6,693 | -100.0% | -0.03% | – |
FXL | Exit | FIRST TR TECH ALPHADEXetf | $0 | – | -1,778 | -100.0% | -0.03% | – |
GPC | Exit | GENUINE PARTS CO | $0 | – | -1,268 | -100.0% | -0.03% | – |
FALN | Exit | ISHARES TRfallen angels esd bond etf | $0 | – | -8,571 | -100.0% | -0.03% | – |
CSX | Exit | CSX CORP | $0 | – | -6,260 | -100.0% | -0.03% | – |
O | Exit | REALTY INCOME CORP | $0 | – | -3,610 | -100.0% | -0.03% | – |
JQUA | Exit | JP MORGAN CHASE & COus qualty fctr | $0 | – | -5,026 | -100.0% | -0.03% | – |
SLB | Exit | SCHLUMBERGER LTD | $0 | – | -4,739 | -100.0% | -0.03% | – |
TFII | Exit | TFI INTL INC | $0 | – | -2,111 | -100.0% | -0.03% | – |
TPLC | Exit | TIMOTHY PLANus large/mid cap | $0 | – | -6,722 | -100.0% | -0.03% | – |
AFIN | Exit | AMERICAN FIN TR INC | $0 | – | -36,206 | -100.0% | -0.03% | – |
TLH | Exit | ISHARES TR10/20 yr bond etf | $0 | – | -2,237 | -100.0% | -0.03% | – |
QDEC | Exit | FIRST TR EXCHANGE TRADED FDcboe vest nasdaq 100 buffer etf dec | $0 | – | -12,172 | -100.0% | -0.04% | – |
WPC | Exit | W P CAREY INC | $0 | – | -4,546 | -100.0% | -0.04% | – |
FXN | Exit | FIRST TR ENERGY ALPHAetf | $0 | – | -20,892 | -100.0% | -0.04% | – |
OZK | Exit | BANK OZK | $0 | – | -9,361 | -100.0% | -0.05% | – |
OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -2,641 | -100.0% | -0.05% | – |
RYU | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 eql util | $0 | – | -3,668 | -100.0% | -0.05% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -7,327 | -100.0% | -0.06% | – |
TDTT | Exit | FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPSetf | $0 | – | -20,791 | -100.0% | -0.06% | – |
ESGU | Exit | ISHARES TRaware msci usa etf | $0 | – | -5,162 | -100.0% | -0.06% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -24,462 | -100.0% | -0.09% | – |
MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -94,881 | -100.0% | -0.11% | – |
IYF | Exit | ISHARES TRus financials | $0 | – | -22,198 | -100.0% | -0.22% | – |
Exit | TOROSO INVESTMENTSrising rates etf | $0 | – | -76,161 | -100.0% | -0.32% | – | |
FSMB | Exit | FIRST TR EXCH TRADED FD IIIshort duration mngd muni | $0 | – | -210,685 | -100.0% | -0.54% | – |
FBND | Exit | FIDELITY TOTAL BONDetf | $0 | – | -99,238 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 3.0% |
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 6.7% |
VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 2.3% |
CATERPILLAR INC DEL | 42 | Q3 2023 | 44.0% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 1.5% |
VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 1.5% |
ALTRIA GROUP INC | 42 | Q3 2023 | 1.7% |
AT&T INC | 42 | Q3 2023 | 1.3% |
VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.8% |
View First Heartland Consultants, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-15 |
View First Heartland Consultants, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.