$1.43 Million is the total value of First Heartland Consultants, Inc.'s 445 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $427,464 | +103653.4% | 7,290 | +3.7% | 29.83% | +69279.1% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $31,515 | +9.5% | 492,419 | +5.2% | 2.20% | -26.4% |
| ACIO | Buy | ETF SER SOLUTIONSaptus collared | $30,386 | +7.0% | 807,500 | +2.4% | 2.12% | -28.1% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $28,639 | +208.8% | 373,391 | +162.9% | 2.00% | +107.6% |
| SPY | Buy | SPDR S&P 500 ETF TRunit ser 1 s&p | $24,682 | +17.3% | 45,352 | +12.7% | 1.72% | -21.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $24,235 | -18.7% | 50,771 | -24.4% | 1.69% | -45.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $19,554 | +30.2% | 52,282 | +19.8% | 1.36% | -12.4% |
| OSCV | Buy | ETF SER SOLUTIONSopus sml cp vl | $18,480 | -1.1% | 535,639 | +3.1% | 1.29% | -33.5% |
| Buy | PIMCO ETF TRmultisector bd | $18,305 | +3.4% | 713,915 | +3.9% | 1.28% | -30.5% | |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $17,719 | +10.4% | 221,126 | +0.8% | 1.24% | -25.7% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $16,526 | -12.5% | 324,806 | -12.8% | 1.15% | -41.2% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $16,326 | +58.6% | 379,235 | +60.6% | 1.14% | +6.6% |
| IVW | Buy | ISHARESs&p 500 grwt etf | $15,676 | +30.6% | 169,502 | +19.3% | 1.09% | -12.2% |
| AAPL | Sell | APPLE INC | $15,570 | +20.7% | 73,925 | -1.7% | 1.09% | -18.8% |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $14,912 | – | 305,955 | +100.0% | 1.04% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $14,718 | +2.7% | 419,558 | +5.0% | 1.03% | -30.9% |
| AMZN | Buy | AMAZON COM INC | $13,961 | +21.5% | 72,243 | +13.4% | 0.97% | -18.3% |
| Buy | ETF SER SOLUTIONSaptus enhanced yield etf | $13,279 | +1.4% | 574,117 | +2.5% | 0.93% | -31.8% | |
| NVDA | Buy | NVIDIA CORP | $12,250 | +42.6% | 99,160 | +943.2% | 0.86% | -4.0% |
| DRSK | Buy | ETF SER SOLUTIONSaptus defined | $11,961 | +3.8% | 442,509 | +2.3% | 0.84% | -30.2% |
| IJK | Buy | ISHARESs&p mc 400gr etf | $11,656 | +584.0% | 132,293 | +608.4% | 0.81% | +359.3% |
| EMXC | Buy | ISHARES TRmsci emrg chn | $11,600 | +7.8% | 195,944 | +4.8% | 0.81% | -27.5% |
| MDY | Buy | SPDR SERIES TRUSTmidcap 400 etf | $11,213 | +3528.8% | 20,956 | +3669.1% | 0.78% | +2346.9% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $10,870 | +24.5% | 59,544 | +24.5% | 0.76% | -16.2% |
| RDVY | Sell | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $10,813 | -26.4% | 197,497 | -24.4% | 0.76% | -50.5% |
| UITB | Sell | VICTORY PORTFOLIOS IIcore intermediat | $10,773 | -14.5% | 234,150 | -13.8% | 0.75% | -42.5% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $10,039 | +1.5% | 139,332 | +2.3% | 0.70% | -31.7% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $9,257 | -29.0% | 23,668 | -27.8% | 0.65% | -52.3% |
| COWZ | Buy | PACER FDS TRus cash cows 100 etf | $9,224 | +20.8% | 169,275 | +28.8% | 0.64% | -18.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $9,156 | +1.4% | 57,076 | +3.0% | 0.64% | -31.8% |
| ADME | Buy | ETF SER SOLUTIONSaptus drawdown | $9,070 | +5.8% | 207,370 | +1.6% | 0.63% | -28.8% |
| FDL | Buy | FIRST TR EXCHANGE TR | $9,055 | +341.7% | 238,741 | +348.2% | 0.63% | +196.7% |
| EFA | Buy | ISHARESmsci eafe etf | $8,903 | +13.1% | 113,656 | +15.3% | 0.62% | -24.0% |
| BKAG | Buy | BNY MELLON ETF TRUSTcore bond etf | $8,801 | +2.6% | 212,476 | +3.7% | 0.61% | -31.0% |
| SDVY | Sell | FIRST TR EXCHANGE TRADED FDmid cap rising div | $8,038 | -12.8% | 240,805 | -9.0% | 0.56% | -41.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $7,884 | +1.5% | 159,541 | +3.1% | 0.55% | -31.8% |
| IVV | Buy | ISHAREScore s&p500 etf | $7,830 | +39.6% | 14,309 | +34.1% | 0.55% | -6.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $7,669 | +17.2% | 76,190 | +17.1% | 0.54% | -21.2% |
| Buy | ETF SER SOLUTIONSintl drawdwn mng | $7,460 | +1.3% | 362,860 | +2.5% | 0.52% | -31.9% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,268 | -5.1% | 33,333 | -0.6% | 0.51% | -36.2% |
| IVE | Sell | ISHARESs&p 500 val etf | $7,052 | -19.3% | 38,743 | -17.2% | 0.49% | -45.8% |
| SPGM | Buy | SPDR INDEX SHS FDSprortfli msci gbl | $6,933 | +5.0% | 114,061 | +3.1% | 0.48% | -29.3% |
| DJUL | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $6,880 | +2.4% | 172,886 | -0.5% | 0.48% | -31.2% |
| MSFT | Buy | MICROSOFT CORP | $6,857 | +10.3% | 15,341 | +3.8% | 0.48% | -25.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $6,390 | +102.5% | 25,548 | +111.1% | 0.45% | +36.4% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,127 | +1.1% | 51,579 | -1.8% | 0.43% | -32.0% |
| JMUB | Sell | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $6,039 | -3.5% | 119,875 | -2.8% | 0.42% | -35.1% |
| BNDX | Buy | VANGUARD BD INDEXinternational bond etf | $6,002 | +1.5% | 123,324 | +2.6% | 0.42% | -31.8% |
| IYW | Buy | ISHARES TRu.s. tech etf | $5,582 | +23.6% | 37,090 | +10.9% | 0.39% | -16.8% |
| TLT | Sell | ISHARES20 year treasury etf | $5,382 | -13.4% | 58,644 | -10.8% | 0.38% | -41.7% |
| Buy | WISDOMTREE TRfloating rate treasury etf | $5,300 | +26.6% | 105,355 | +26.6% | 0.37% | -14.9% | |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $5,264 | -6.3% | 129,179 | -2.9% | 0.37% | -37.0% |
| FMB | Buy | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $5,144 | +5.0% | 100,753 | +5.6% | 0.36% | -29.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,147 | -7.1% | 12,653 | -4.0% | 0.36% | -37.6% |
| IUSG | Sell | ISHARES TRcore russell grw | $4,880 | +5.1% | 38,282 | -3.4% | 0.34% | -29.3% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $4,873 | +19.3% | 50,220 | +35.3% | 0.34% | -19.8% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $4,871 | +3.2% | 65,048 | +3.9% | 0.34% | -30.6% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $4,859 | +22.4% | 157,099 | +20.7% | 0.34% | -17.7% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $4,766 | +51.4% | 46,373 | +56.9% | 0.33% | +1.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,724 | +7.8% | 17,657 | +4.7% | 0.33% | -27.5% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $4,427 | +149.0% | 38,300 | +146.9% | 0.31% | +67.0% |
| NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $4,267 | +4.4% | 89,572 | -0.2% | 0.30% | -29.7% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $4,221 | -23.8% | 83,172 | -23.9% | 0.30% | -48.7% |
| IWV | Sell | ISHARESrussell 3000 | $4,110 | -0.8% | 13,314 | -3.6% | 0.29% | -33.3% |
| Sell | RBB FD INCus treas 3 mnth | $4,100 | -15.7% | 81,977 | -15.6% | 0.29% | -43.4% | |
| FNX | Sell | FIRST TR MID CP CORE ALPHA D | $3,925 | -5.8% | 36,166 | -1.6% | 0.27% | -36.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,890 | +29.5% | 19,733 | +20.0% | 0.27% | -13.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,840 | +20.3% | 20,936 | -0.1% | 0.27% | -19.0% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $3,830 | +131.4% | 63,511 | +131.4% | 0.27% | +55.2% |
| LLY | Sell | LILLY ELI & CO | $3,771 | +15.6% | 4,165 | -0.7% | 0.26% | -22.4% |
| New | INNOVATOR ETFS TRUSTladerd alctn pwr | $3,560 | – | 83,051 | +100.0% | 0.25% | – | |
| USMV | Sell | ISHARES TRusa min vol etf | $3,483 | -9.5% | 41,483 | -9.9% | 0.24% | -39.2% |
| IUSB | Buy | ISHARES TRtotal usd bond market etf | $3,352 | +11.0% | 74,116 | +11.9% | 0.23% | -25.5% |
| VOO | Sell | VANGUARD INDEX FDS | $3,325 | +3.7% | 6,648 | -0.3% | 0.23% | -30.3% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $3,331 | -65.2% | 34,245 | -63.3% | 0.23% | -76.7% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div gr | $3,248 | +780.2% | 71,239 | +787.4% | 0.23% | +497.4% |
| FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $3,153 | -0.6% | 55,056 | -0.7% | 0.22% | -33.1% |
| IYY | Sell | ISHARES TRdow jones us etf | $3,089 | +2.2% | 23,345 | -1.1% | 0.22% | -31.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,087 | -52.8% | 39,695 | -51.1% | 0.22% | -68.3% |
| PZA | Buy | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $3,010 | +0.9% | 127,106 | +1.5% | 0.21% | -32.3% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $2,968 | -2.2% | 42,225 | +0.7% | 0.21% | -34.3% |
| IYF | Sell | ISHARES TRu.s. finls etf | $2,771 | -2.3% | 29,296 | -1.2% | 0.19% | -34.4% |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $2,725 | -2.5% | 16,412 | +1.2% | 0.19% | -34.5% |
| WMT | Sell | WAL-MART STORES INC | $2,718 | +8.9% | 40,135 | -3.2% | 0.19% | -26.6% |
| VWO | Buy | VANGUARDemergine markets etf | $2,729 | +8.1% | 62,222 | +3.0% | 0.19% | -27.5% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi invm etf | $2,660 | -14.9% | 55,044 | -15.1% | 0.19% | -42.6% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $2,637 | -81.8% | 107,852 | -81.7% | 0.18% | -87.8% |
| EAPR | Sell | INNOVATOR ETFS TRUSTemrgng mkt april | $2,614 | -0.8% | 101,087 | -3.7% | 0.18% | -33.6% |
| EPD | Buy | ENTERPRISE PROD PARTNERS L | $2,558 | -27.6% | 122,786 | +1.3% | 0.18% | -51.2% |
| VMBS | Buy | VANGUARDmbs etf | $2,558 | -0.1% | 56,333 | +0.4% | 0.18% | -32.7% |
| TRP | Buy | TC ENERGY CORP | $2,537 | -2.4% | 66,931 | +3.6% | 0.18% | -34.4% |
| EUSA | Sell | ISHARESmsci equal weite | $2,503 | -5.2% | 28,365 | -2.2% | 0.18% | -36.1% |
| FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,486 | -0.8% | 54,391 | +0.3% | 0.17% | -33.1% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $2,417 | +3.9% | 48,568 | -0.4% | 0.17% | -30.2% |
| SPTL | Sell | SPDR SERIES TRUSTportfolio ln tsr | $2,372 | -6.4% | 87,131 | -3.9% | 0.17% | -36.9% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $2,374 | +7.2% | 30,414 | +4.7% | 0.17% | -27.8% |
| V | Buy | VISA INC | $2,307 | -4.6% | 8,791 | +1.4% | 0.16% | -35.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $2,278 | +20.9% | 29,011 | +19.7% | 0.16% | -18.9% |
| DNP | Sell | DNP SELECT INCOME FD INC | $2,270 | -10.8% | 276,153 | -1.6% | 0.16% | -40.2% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $2,258 | +2.1% | 78,092 | -1.3% | 0.16% | -31.0% |
| Sell | JP MORGAN CHASE & CO | $2,260 | -1.3% | 49,722 | -1.0% | 0.16% | -33.6% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,217 | +3.3% | 13,493 | +6.5% | 0.16% | -30.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,196 | +23.9% | 12,054 | +2.6% | 0.15% | -16.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,142 | +4.9% | 20,000 | +6.7% | 0.15% | -29.7% |
| FTCS | Sell | FIRST TR EXCHANGE TRADED FDcap strength etf | $2,137 | -56.8% | 25,433 | -56.0% | 0.15% | -71.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC NEW | $2,137 | -7.6% | 2,024 | -1.2% | 0.15% | -37.9% |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $2,129 | -15.4% | 35,721 | -15.3% | 0.15% | -42.9% |
| PEP | Buy | PEPSICO INC | $2,110 | -5.3% | 12,794 | +0.4% | 0.15% | -36.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,078 | +9.9% | 9,187 | +1.2% | 0.14% | -26.0% |
| FBCG | Buy | FIDELITY BLUE CHIP GROWTHetf | $2,009 | +20.5% | 47,342 | +9.2% | 0.14% | -19.1% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,921 | -3.8% | 19,979 | +1.5% | 0.13% | -35.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,850 | -0.4% | 12,659 | +7.8% | 0.13% | -33.2% |
| O | Buy | REALTY INCOME CORP | $1,832 | -0.7% | 34,688 | +1.7% | 0.13% | -33.3% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $1,814 | +47.4% | 34,264 | +47.1% | 0.13% | -0.8% |
| FB | Buy | META PLATFORMS INCcl a | $1,822 | +7.7% | 3,614 | +3.7% | 0.13% | -27.8% |
| SPTS | Sell | SPDR SER TRshrt trsry etf | $1,825 | -0.2% | 63,208 | -0.1% | 0.13% | -33.2% |
| JEPI | Sell | JP MORGAN CHASE & COeq prem inc etf | $1,809 | -5.5% | 31,914 | -3.6% | 0.13% | -36.7% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,777 | +10.3% | 4,875 | +2.0% | 0.12% | -25.7% |
| IUSV | Sell | ISHARES TRcore russell val | $1,742 | -2.8% | 19,763 | -0.3% | 0.12% | -34.4% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq enhe & mod buf etf | $1,739 | -8.3% | 47,243 | -9.8% | 0.12% | -38.6% | |
| COST | Buy | COSTCO WHSL CORP NEW | $1,719 | +21.1% | 2,022 | +4.3% | 0.12% | -18.4% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,687 | +2.9% | 5,671 | -0.3% | 0.12% | -30.6% |
| JPM | Buy | JP MORGAN CHASE & CO | $1,691 | +25.9% | 8,360 | +24.7% | 0.12% | -15.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,629 | +102.6% | 10,041 | +125.3% | 0.11% | +37.3% |
| RWM | Sell | PROSHARES TRshrt russell 2000 | $1,633 | -0.9% | 78,470 | -4.4% | 0.11% | -33.3% |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $1,637 | +98.4% | 40,348 | +105.9% | 0.11% | +32.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,622 | +265.3% | 12,329 | +227.2% | 0.11% | +145.7% |
| NOW | New | SERVICENOW INC | $1,596 | – | 2,029 | +100.0% | 0.11% | – |
| QUAL | Buy | ISHARES TRnscu ysa qlt fct | $1,590 | +49.7% | 9,312 | +44.0% | 0.11% | +0.9% |
| TBF | Sell | PROSHARES TRshrt 20+yr tre | $1,569 | -55.5% | 66,090 | -56.5% | 0.11% | -69.9% |
| Buy | JP MORGAN CHASE & COnasdaq eqt prem | $1,574 | +22.2% | 28,352 | +19.4% | 0.11% | -17.9% | |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest equity enh & mod buff etf | $1,545 | +0.9% | 40,976 | -0.9% | 0.11% | -32.1% | |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $1,541 | -4.1% | 54,982 | -3.6% | 0.11% | -35.3% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,512 | -5.7% | 17,461 | -2.1% | 0.11% | -36.1% |
| NJUL | Buy | INNOVATOR ETFS TRUSTgrwt100 pwr buf | $1,485 | +9.5% | 24,983 | +6.2% | 0.10% | -26.2% |
| AVGO | Buy | BROADCOM INC | $1,445 | +74.9% | 900 | +44.5% | 0.10% | +17.4% |
| SH | Sell | PROSHARES TRshort s&p 500 | $1,386 | -8.3% | 121,493 | -4.6% | 0.10% | -38.2% |
| DYNF | Buy | BLACKROCK ETF TRUSTus eqt factor | $1,355 | +33.9% | 28,876 | +26.7% | 0.10% | -9.5% |
| QDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $1,327 | -1.5% | 50,912 | -6.1% | 0.09% | -33.6% |
| TSLA | Buy | TESLA INC | $1,339 | +19.0% | 6,769 | +5.7% | 0.09% | -20.5% |
| Buy | RBB FD INCus treas 6 mnth | $1,336 | +22.5% | 26,668 | +22.5% | 0.09% | -17.7% | |
| IJR | Buy | ISHAREScore s&p scp etf | $1,312 | -67.4% | 12,305 | +33.5% | 0.09% | -77.9% |
| CALF | Sell | PACER FDS TRus small cap cor | $1,299 | -51.1% | 29,821 | -44.8% | 0.09% | -67.0% |
| TPSC | Buy | TIMOTHY PLANus small cap cor | $1,282 | +66.5% | 36,082 | +71.9% | 0.09% | +11.2% |
| IYZ | New | ISHARES TR | $1,258 | – | 57,913 | +100.0% | 0.09% | – |
| ENB | Sell | ENBRIDGE INC | $1,230 | -4.6% | 34,580 | -3.0% | 0.09% | -35.8% |
| NEAR | New | ISHARES U S ETF TRblackrock sh dur | $1,202 | – | 23,888 | +100.0% | 0.08% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $1,204 | +18.6% | 25,088 | +22.1% | 0.08% | -20.0% |
| Buy | FIRST TR CBOE VEST US EQUITY ENH & MOD BUFFetf | $1,192 | +8.3% | 33,034 | +5.8% | 0.08% | -27.2% | |
| Buy | RBB FD INCus treas 12 mnth | $1,182 | +20.1% | 23,697 | +20.3% | 0.08% | -19.6% | |
| PTNQ | Sell | PACER FDS TRtrendpilot 100 | $1,180 | -42.6% | 16,366 | -45.3% | 0.08% | -61.5% |
| EFG | Buy | ISHARES TRmsci eafe growth etf | $1,161 | +160.3% | 11,351 | +164.0% | 0.08% | +76.1% |
| REXR | New | REXFORD INDL RLTY INC | $1,128 | – | 25,302 | +100.0% | 0.08% | – |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $1,137 | -8.4% | 37,870 | -3.0% | 0.08% | -38.8% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $1,133 | +161.7% | 18,089 | +12040.3% | 0.08% | +75.6% |
| CAT | Sell | CATERPILLAR INC DEL | $1,113 | -11.6% | 3,341 | -2.8% | 0.08% | -40.5% |
| DECK | Buy | DECKERS OUTDOOR CORP | $1,104 | +3.8% | 1,141 | +1.0% | 0.08% | -30.0% |
| FICO | Sell | FAIR ISAAC CORP | $1,097 | +15.1% | 737 | -3.4% | 0.08% | -22.2% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $1,097 | +52.1% | 31,344 | +57.3% | 0.08% | +2.7% |
| HD | Sell | HOME DEPOT INC | $1,099 | -12.2% | 3,191 | -2.1% | 0.08% | -40.8% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $1,095 | +50.0% | 21,851 | +51.5% | 0.08% | 0.0% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $1,083 | -2.7% | 9,135 | -0.7% | 0.08% | -34.5% |
| BUFD | Buy | FIRST TR EXCHGN TRADED FD VIcboe best deep buf | $1,071 | +13.0% | 44,057 | +9.6% | 0.08% | -23.5% |
| XOM | Sell | EXXON MOBIL CORP | $1,078 | -7.9% | 9,364 | -7.0% | 0.08% | -38.0% |
| BA | Sell | BOEING CO | $1,081 | -24.8% | 5,942 | -20.3% | 0.08% | -49.7% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,062 | -25.8% | 18,440 | -25.2% | 0.07% | -50.3% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $1,065 | +20.1% | 10,649 | +22.5% | 0.07% | -19.6% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $1,060 | -4.2% | 53,430 | -3.7% | 0.07% | -35.7% |
| PG | Buy | PROCTER & GAMBLE CO | $1,051 | +4.1% | 6,375 | +2.4% | 0.07% | -30.5% |
| IJH | Buy | ISHAREScore s&p mcp etf | $1,047 | +3.1% | 17,886 | +6.9% | 0.07% | -30.5% |
| ABBV | Buy | ABBVIE INC | $1,029 | -5.0% | 5,997 | +0.8% | 0.07% | -35.7% |
| Buy | CAPITAL GROUP DIVIDEND VALUEetf | $1,015 | +2.3% | 30,747 | +0.8% | 0.07% | -31.1% | |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $1,002 | -8.6% | 32,740 | -1.7% | 0.07% | -38.6% |
| Sell | ALLIANZ US LARGE CAP BUFFER 20etf | $988 | -1.8% | 33,273 | -4.0% | 0.07% | -33.7% | |
| MRK | Sell | MERCK & CO INC NEW | $993 | -6.7% | 8,022 | -0.5% | 0.07% | -37.3% |
| DIVO | Sell | AMPLIFY ETF TRetf | $954 | -1.8% | 24,641 | -1.3% | 0.07% | -33.7% |
| QJUN | Sell | FIRST TR EXCHANGE TRADED FD Icboe vest nas 100 buffer qjun | $957 | -0.3% | 36,152 | -3.9% | 0.07% | -33.0% |
| Sell | TIMOTHY PLANhigh dividend | $946 | -57.3% | 39,630 | -55.9% | 0.07% | -71.3% | |
| Sell | TIMOTHY PLANus large mid cp | $931 | -55.9% | 38,506 | -54.2% | 0.06% | -70.3% | |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 etf | $917 | +261.0% | 10,912 | +274.5% | 0.06% | +146.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $896 | -4.3% | 21,739 | -2.5% | 0.06% | -35.1% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $890 | -12.9% | 15,775 | -13.0% | 0.06% | -41.5% |
| AZAO | Sell | ALLIANZ US LARGE CAP BUFFER 10etf | $889 | +1.9% | 24,171 | -0.5% | 0.06% | -31.9% |
| AZAA | Sell | ALLIANZ US LARGE CAP BUFFER 10 APRetf | $891 | -4.3% | 24,636 | -7.8% | 0.06% | -36.1% |
| AMAT | Buy | APPLIED MATLS INC | $875 | +15.9% | 3,708 | +1.3% | 0.06% | -21.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $877 | -10.2% | 1,988 | -2.0% | 0.06% | -39.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $873 | -43.5% | 4,492 | -42.6% | 0.06% | -61.9% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $866 | +14.2% | 4,035 | +3.8% | 0.06% | -24.1% |
| LNC | Buy | LINCOLN NATL CORP IND | $854 | +15.9% | 27,468 | +19.0% | 0.06% | -21.1% |
| Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest fd | $847 | +23.3% | 28,652 | +18.2% | 0.06% | -16.9% | |
| Buy | CAPITAL GROUP CORE EQUITYetf | $838 | +6.5% | 25,986 | +2.8% | 0.06% | -29.3% | |
| HDV | Buy | ISHARES TRcore high div etf | $831 | +2.2% | 7,647 | +3.7% | 0.06% | -31.0% |
| SOXX | Sell | ISHARESsemiconductor etf | $835 | +8.2% | 3,387 | -0.9% | 0.06% | -27.5% |
| MELI | Buy | MERCADOLIBRE INC | $818 | +24.9% | 498 | +15.0% | 0.06% | -16.2% |
| Buy | AIM ETF PRODUCTS TRUSTu s lrgcp 6m jan | $818 | +39.8% | 28,813 | +36.8% | 0.06% | -6.6% | |
| AMGN | Sell | AMGEN INC | $796 | +9.0% | 2,549 | -0.7% | 0.06% | -26.3% |
| Buy | AIM ETF PRODUCTS TRUSTallianzim us lgr | $805 | +11.2% | 27,703 | +7.1% | 0.06% | -25.3% | |
| DOG | Sell | PROSHARES TRshort dow 30 etf | $799 | -7.2% | 27,652 | -9.1% | 0.06% | -37.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $787 | +12.9% | 1,768 | +1.3% | 0.06% | -23.6% |
| ETJ | Sell | EATON VANCE RISK MNGD DIV | $779 | +2.4% | 88,721 | -2.7% | 0.05% | -31.6% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $759 | +99.2% | 2,911 | +71.7% | 0.05% | +32.5% |
| Sell | GENERAL ELECTRIC CO | $724 | -12.6% | 4,554 | -3.4% | 0.05% | -40.7% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $729 | +3.7% | 7,273 | +0.0% | 0.05% | -30.1% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $736 | -1.9% | 5,787 | +1.3% | 0.05% | -34.6% |
| LGOV | Sell | FIRST TR LNG DUR OPRTUNetf | $725 | -87.1% | 34,456 | -86.9% | 0.05% | -91.2% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $728 | -54.2% | 3,554 | -54.1% | 0.05% | -69.1% |
| PPA | Buy | INVESCO AEROSPACE & DEFENSEetf | $720 | +8.1% | 7,006 | +6.9% | 0.05% | -27.5% |
| JPST | Buy | JP MORGAN CHASE & COultra shrt inc | $708 | +34.1% | 14,035 | +34.1% | 0.05% | -10.9% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $697 | – | 13,406 | +100.0% | 0.05% | – |
| FPE | Sell | FIRST TR EXCHANGE TRADED FDpfd secs inc etf | $695 | -85.1% | 40,034 | -85.2% | 0.05% | -89.9% |
| CVX | Buy | CHEVRON CORP NEW | $692 | -0.7% | 4,425 | +0.2% | 0.05% | -33.3% |
| HEFA | Sell | ISHARES TRmsci eafe etf | $692 | -7.9% | 19,462 | -9.6% | 0.05% | -38.5% |
| ORCL | Sell | ORACLE CORP | $691 | +8.8% | 4,892 | -3.3% | 0.05% | -27.3% |
| DE | Sell | DEERE & CO | $691 | -18.8% | 1,849 | -10.8% | 0.05% | -45.5% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $690 | +16.0% | 2,197 | +5.9% | 0.05% | -22.6% |
| Buy | FIRST TR EXCHNG TRADED FD VIft verst us eqt | $675 | +56.6% | 19,539 | +52.3% | 0.05% | +4.4% | |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $655 | – | 12,910 | +100.0% | 0.05% | – |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $655 | +92.1% | 17,682 | +106.2% | 0.05% | +31.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $661 | +7.1% | 1,462 | -1.0% | 0.05% | -28.1% |
| T | Sell | AT&T INC | $655 | -1.4% | 34,299 | -9.1% | 0.05% | -33.3% |
| BAC | Sell | BANK OF AMERICA | $653 | +4.5% | 16,417 | -0.4% | 0.05% | -29.2% |
| FLV | Sell | AMERICAN CENTY ETF TRfocused lrg cap | $645 | -95.8% | 10,321 | -95.7% | 0.04% | -97.2% |
| FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $651 | -11.7% | 4,225 | -11.9% | 0.04% | -40.8% |
| Buy | CAPITAL GROUP GROWTHetf | $637 | +102.9% | 19,379 | +97.1% | 0.04% | +33.3% | |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $632 | -25.4% | 12,063 | -22.3% | 0.04% | -50.0% |
| DIS | Buy | DISNEY WALT CO | $629 | -17.9% | 6,333 | +1.2% | 0.04% | -45.0% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $624 | +103.9% | 5,474 | +105.8% | 0.04% | +37.5% |
| KO | Sell | COCA COLA COMPANY | $618 | -7.8% | 9,714 | -11.2% | 0.04% | -38.6% |
| GPN | New | GLOBAL PMTS INC | $619 | – | 6,403 | +100.0% | 0.04% | – |
| FISV | Buy | FISERV INC | $622 | -6.6% | 4,174 | +0.2% | 0.04% | -37.7% |
| LEA | Buy | LEAR CORP | $595 | +11.0% | 5,209 | +40.8% | 0.04% | -25.0% |
| RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $602 | -1.1% | 6,501 | 0.0% | 0.04% | -33.3% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $601 | -5.5% | 19,036 | -3.5% | 0.04% | -36.4% |
| IOO | Buy | ISHARESglobal 100 etf | $585 | +9.1% | 6,054 | +1.0% | 0.04% | -26.8% |
| Buy | FIRST TR CBOE VEST RISINGetf | $592 | +28.1% | 25,323 | +34.3% | 0.04% | -14.6% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $576 | -4.5% | 2,414 | +0.0% | 0.04% | -36.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $572 | +13.3% | 1,124 | +10.2% | 0.04% | -23.1% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $573 | +3.1% | 3,872 | -0.6% | 0.04% | -31.0% |
| SPMO | New | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $574 | – | 6,565 | +100.0% | 0.04% | – |
| GOVT | Sell | ISHARES TRus treas bd etf | $571 | -1.0% | 25,318 | -0.1% | 0.04% | -33.3% |
| GTO | Sell | INVESCO ACTIVELY MANAGD ETFtotal return | $573 | -25.1% | 12,366 | -24.3% | 0.04% | -49.4% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $577 | -1.2% | 7,930 | -2.0% | 0.04% | -34.4% |
| IEMG | Buy | ISHARES TRcore msci emerging markets etf | $573 | +158.1% | 10,971 | +155.3% | 0.04% | +73.9% |
| DJUN | Sell | FIRST TR EXCHANGE TRADED FDcboe vest es equity deep buffer etf june | $560 | -17.8% | 13,691 | -19.5% | 0.04% | -45.1% |
| DAL | Sell | DELTA AIR LINES INC DEL | $565 | -1.6% | 11,907 | -0.7% | 0.04% | -35.0% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $562 | +30.4% | 2,846 | +25.9% | 0.04% | -13.3% |
| CSCO | Buy | CISCO SYS INC | $541 | -4.8% | 11,378 | +0.0% | 0.04% | -35.6% |
| Sell | FIRST TR EXCHGN TRADED FD VIcboe vest nas 100 buffer qspt | $540 | +2.7% | 20,730 | -1.6% | 0.04% | -30.9% | |
| LVHD | Sell | LEGG MASONlow divi etf | $540 | -21.1% | 15,084 | -18.7% | 0.04% | -46.5% |
| NFLX | Sell | NETFLIX INC | $524 | -16.0% | 776 | -24.4% | 0.04% | -43.1% |
| New | AIM ETF PRODUCTS TRUSTallianzin in equ | $516 | – | 20,068 | +100.0% | 0.04% | – | |
| IFRA | Buy | ISHARES TRus infrastruc | $520 | +13.5% | 12,337 | +16.8% | 0.04% | -25.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $516 | -6.2% | 4,549 | -2.2% | 0.04% | -36.8% |
| ADBE | Buy | ADOBE INC | $517 | +20.5% | 931 | +9.4% | 0.04% | -20.0% |
| FXZ | FIRST TR MATERIALS ALPHetf | $514 | -9.0% | 7,925 | 0.0% | 0.04% | -39.0% | |
| FAUG | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $495 | +7.1% | 11,237 | +4.2% | 0.04% | -27.1% |
| BIL | Sell | SPDR SER TRbloomberg 1-2 mo | $497 | -6.8% | 5,411 | -6.8% | 0.04% | -36.4% |
| EFV | Buy | ISHARES TRmsci eafe value etf | $501 | +2.7% | 9,447 | +5.3% | 0.04% | -31.4% |
| KNG | Buy | FIRST TR EXCHANGE TRADED FDft cboe vest s&p | $500 | +12.9% | 9,898 | +20.0% | 0.04% | -23.9% |
| ABC | Buy | CENCORA INC COM | $498 | +4.8% | 2,209 | +13.1% | 0.04% | -28.6% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $483 | -94.6% | 2,863 | -94.4% | 0.03% | -96.3% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $493 | -7.0% | 5,262 | -6.1% | 0.03% | -38.2% |
| XHE | Buy | SPDR SER TRhlth cr equip | $488 | +46.1% | 5,778 | +52.3% | 0.03% | -2.9% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $480 | -8.6% | 5,414 | -8.0% | 0.03% | -37.0% |
| SPTM | Sell | SPDR SERIES TRUSTportfolio tl stk | $494 | +0.2% | 7,447 | -3.1% | 0.03% | -33.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $484 | -24.3% | 2,385 | -21.4% | 0.03% | -48.5% |
| FOCT | Buy | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $476 | +5.8% | 11,468 | +3.4% | 0.03% | -29.8% |
| Sell | AIM ETF PRODUCTS TRUSTallianzim us lrg | $469 | -15.5% | 16,814 | -17.8% | 0.03% | -43.1% | |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 eql ind | $475 | -7.6% | 10,469 | -2.9% | 0.03% | -37.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $466 | -7.9% | 5,029 | -5.6% | 0.03% | -37.7% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $478 | -59.8% | 5,708 | -58.5% | 0.03% | -73.4% |
| MPC | Buy | MARATHON PETE CORP | $458 | -12.4% | 2,637 | +1.7% | 0.03% | -40.7% |
| ALLIANCE US LARGE CAP BUFFER 10 MAYetf | $458 | +6.3% | 14,600 | 0.0% | 0.03% | -28.9% | ||
| EQWL | Buy | INVESCO EXCHANGE TRADED FD Ts&p100 eql wgt | $454 | +1.8% | 4,805 | +2.2% | 0.03% | -30.4% |
| Sell | FIRST TR EXCHANGE TRADED FDcboe vest equity mod buff jun | $454 | -3.8% | 13,298 | -6.1% | 0.03% | -34.7% | |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $464 | – | 7,417 | +100.0% | 0.03% | – |
| ITA | ISHARES TRus aer def etf | $452 | +0.2% | 3,420 | 0.0% | 0.03% | -31.9% | |
| AZBA | New | AIM ETF PRODUCTS TRUSTus lrgcp b20 apr | $461 | – | 14,808 | +100.0% | 0.03% | – |
| PGR | Buy | PROGRESSIVE CORP | $452 | +7.4% | 2,174 | +6.8% | 0.03% | -27.3% |
| Buy | HARBOR ETF TRUSTlong term grower | $464 | +18.7% | 18,350 | +10.3% | 0.03% | -22.0% | |
| TDG | Buy | TRANSDIGM GROUP INC | $444 | +2.5% | 347 | +1.5% | 0.03% | -31.1% |
| XLV | Sell | SELECT SECTOR SPDR TRhealth care etf | $446 | -19.5% | 3,060 | -18.4% | 0.03% | -46.6% |
| SPHD | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $445 | -13.4% | 10,023 | -13.4% | 0.03% | -41.5% |
| BX | Sell | BLACKSTONE GROUP INC | $448 | -15.5% | 3,620 | -10.2% | 0.03% | -43.6% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $432 | +34.2% | 9,440 | +36.2% | 0.03% | -9.1% |
| PFE | Sell | PFIZER INC | $431 | -1.6% | 15,411 | -2.4% | 0.03% | -33.3% |
| F | Sell | FORD MOTOR CO DEL | $437 | -8.6% | 34,882 | -3.1% | 0.03% | -40.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $431 | +77.4% | 9,425 | +63.5% | 0.03% | +20.0% |
| LMT | Sell | LOCKWOOD MARTIN CORP | $434 | +0.7% | 929 | -1.9% | 0.03% | -33.3% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $436 | +9.5% | 2,179 | +8.5% | 0.03% | -26.8% |
| Buy | NORTHERN LTS FD TR IVinspire fidelis | $428 | +24.4% | 14,479 | +28.6% | 0.03% | -16.7% | |
| MDT | Buy | MEDTRONIC PLC | $410 | +4.3% | 5,209 | +15.4% | 0.03% | -29.3% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $405 | +47.8% | 5,622 | +49.7% | 0.03% | 0.0% |
| AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $406 | +6.8% | 5,941 | +5.2% | 0.03% | -28.2% |
| New | FIRST TR EXCHNG TRADED FD VIvest us equity m | $395 | – | 13,263 | +100.0% | 0.03% | – | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $397 | +65.4% | 3,802 | +65.7% | 0.03% | +12.0% |
| MPLX | Buy | MPLX LP | $402 | +3.1% | 9,433 | +0.6% | 0.03% | -30.0% |
| SBUX | Buy | STARBUCKS CORP | $407 | -13.8% | 5,228 | +1.3% | 0.03% | -42.9% |
| LOW | Sell | LOWES COS INC | $387 | -24.0% | 1,755 | -12.2% | 0.03% | -49.1% |
| MCD | Sell | MCDONALDS CORP | $390 | -12.8% | 1,530 | -3.5% | 0.03% | -41.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $394 | +4.0% | 7,705 | +3.9% | 0.03% | -30.8% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $385 | +6.9% | 1,955 | +11.4% | 0.03% | -27.0% |
| RY | Buy | ROYAL BK CDA SUSTAINABL | $389 | +6.6% | 3,652 | +0.9% | 0.03% | -28.9% |
| ARKK | Sell | ARK ETF TRetf | $378 | -36.5% | 8,602 | -27.6% | 0.03% | -58.1% |
| GILD | Buy | GILEAD SCIENCES INC | $376 | +27.9% | 5,475 | +36.5% | 0.03% | -16.1% |
| TGT | Sell | TARGET CORP | $375 | -34.4% | 2,536 | -21.4% | 0.03% | -55.9% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $375 | +6.5% | 9,022 | +7.3% | 0.03% | -29.7% | |
| AOM | ISHARES TRmodert alloc etf | $379 | +0.5% | 8,816 | 0.0% | 0.03% | -33.3% | |
| IBM | Sell | INTL BUSINESS MACH | $376 | -13.8% | 2,175 | -4.7% | 0.03% | -42.2% |
| KJAN | INNOVATOR ETFS TRUSTus sml cp pwr b | $367 | -1.3% | 10,510 | 0.0% | 0.03% | -33.3% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $359 | -6.5% | 1,438 | -9.8% | 0.02% | -37.5% |
| QWLD | Buy | SPDR MSCI WORLD STRATEGIC FACTORSetf | $352 | +3.8% | 2,923 | +3.3% | 0.02% | -28.6% |
| ARKF | Sell | ARKF ETF TRetf | $356 | -18.7% | 12,765 | -11.7% | 0.02% | -44.4% |
| ORI | Buy | OLD REP INTL CORP | $357 | +0.8% | 11,542 | +0.3% | 0.02% | -32.4% |
| KOCT | Sell | INNOVATOR ETFS TRUSTus sml cp pwr b | $359 | -1.1% | 12,575 | -1.5% | 0.02% | -34.2% |
| Sell | LITMAN GREGORY FUNDSdbi managed etf | $350 | +3.6% | 11,635 | -1.2% | 0.02% | -31.4% | |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $348 | +10.5% | 6,624 | +16.1% | 0.02% | -27.3% |
| SYK | STYKER CORP | $341 | -5.0% | 1,003 | 0.0% | 0.02% | -35.1% | |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $343 | +2.1% | 9,357 | -2.1% | 0.02% | -31.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $346 | -54.4% | 1,894 | -52.1% | 0.02% | -69.6% |
| Buy | BLACKROCK ETF TRUST II | $337 | +26.2% | 6,463 | +26.9% | 0.02% | -14.3% | |
| DAPR | Buy | FIRST TR EXCHGN TRADED FD VIcboe vest us dep | $337 | +7.3% | 9,528 | +1.1% | 0.02% | -27.3% |
| Sell | CAPITAL GRP FIXED INCM ETF T | $346 | -14.1% | 12,873 | -13.7% | 0.02% | -42.9% | |
| CRM | Sell | SALESFORCE INC | $348 | -16.9% | 1,355 | -2.5% | 0.02% | -44.2% |
| BK | Buy | BANK OF NEW YORK MELLON | $335 | +4.4% | 5,595 | +0.5% | 0.02% | -30.3% |
| PAYX | Buy | PAYCHEX INC | $334 | -3.2% | 2,820 | +0.5% | 0.02% | -36.1% |
| New | CAPITAL GROUP GBL GROWTH EQT | $323 | – | 7,878 | +100.0% | 0.02% | – | |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $332 | +38.3% | 6,384 | +39.3% | 0.02% | -8.0% |
| ZTS | Sell | ZOETIS INCcl a | $332 | -11.2% | 1,916 | -13.3% | 0.02% | -41.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $309 | +16.2% | 547 | +15.6% | 0.02% | -21.4% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $311 | +13.9% | 6,259 | +1.0% | 0.02% | -21.4% |
| INDA | Sell | ISHARES TRmsci india etf | $318 | +6.4% | 5,705 | -1.5% | 0.02% | -29.0% |
| Sell | PHILLIPS EDISON & COMPANY INC | $311 | -11.9% | 9,493 | -3.6% | 0.02% | -40.5% | |
| IXN | New | ISHARES TRglobal tech etf | $309 | – | 3,730 | +100.0% | 0.02% | – |
| AGG | Sell | ISHAREScore totusbd etf | $310 | -3.4% | 3,188 | -2.6% | 0.02% | -33.3% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $319 | -13.6% | 7,758 | -11.5% | 0.02% | -42.1% |
| CPRT | Buy | COPART INC | $318 | +4.3% | 5,872 | +11.5% | 0.02% | -31.2% |
| CMCSA | Buy | COMCAST CORP | $319 | +0.9% | 8,146 | +11.9% | 0.02% | -33.3% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $319 | -6.5% | 4,201 | -3.7% | 0.02% | -37.1% |
| CDC | VICTORY PORTFOLIOS II | $321 | -1.5% | 5,474 | 0.0% | 0.02% | -35.3% | |
| ONEY | New | SPDR SER TRrussell yield | $304 | – | 2,929 | +100.0% | 0.02% | – |
| TFII | Buy | TFI INTL INC | $307 | -9.2% | 2,116 | +0.0% | 0.02% | -40.0% |
| AIM ETF PRODUCTS TRUSTallianzim us lrg | $297 | +2.4% | 10,674 | 0.0% | 0.02% | -30.0% | ||
| BALT | New | INNOVATOR ETFS TRUSTdefined wlt shld | $297 | – | 9,889 | +100.0% | 0.02% | – |
| IYH | Buy | ISHARES TRus hlthcare etf | $298 | +0.7% | 4,871 | +1.9% | 0.02% | -32.3% |
| FCNCA | FIRST CTZNS BANCSHARES INCcl a | $296 | +2.8% | 176 | 0.0% | 0.02% | -30.0% | |
| RNEM | Sell | FIRST TR EMERGING MKTSetf | $302 | -3.5% | 5,739 | -4.9% | 0.02% | -34.4% |
| DVY | Sell | ISHARESselect dividend etf | $298 | -5.1% | 2,465 | -3.3% | 0.02% | -36.4% |
| SMMU | PIMCO ETF TRsht term mun bond | $281 | 0.0% | 5,636 | 0.0% | 0.02% | -31.0% | |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $289 | +18.9% | 9,501 | +15.4% | 0.02% | -20.0% |
| New | AIM ETF PRODUCTS TRUSTus lrgcp b20 jun | $290 | – | 10,155 | +100.0% | 0.02% | – | |
| SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $287 | -30.5% | 4,508 | -4.9% | 0.02% | -53.5% |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 eql mat | $289 | -0.3% | 8,383 | +4.9% | 0.02% | -33.3% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIsmallcap 600 etf | $290 | -21.6% | 7,235 | +14.7% | 0.02% | -47.4% |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $283 | – | 14,142 | +100.0% | 0.02% | – |
| XLE | Sell | SELECT SECTOR SPDR TRenergy select | $288 | -21.7% | 3,154 | -19.1% | 0.02% | -47.4% |
| Sell | SPDRgold minishares trust | $281 | -11.9% | 6,093 | -15.8% | 0.02% | -39.4% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $271 | -26.8% | 3,534 | +0.1% | 0.02% | -50.0% |
| Buy | FIDELITY WISE ORIGIN BITCOIN | $276 | -15.1% | 5,266 | +0.6% | 0.02% | -44.1% | |
| TFC | Buy | TRUIST FINL CORP | $276 | +1.8% | 7,117 | +2.4% | 0.02% | -32.1% |
| CVS | Buy | CVS HEALTH CORP | $275 | -17.7% | 4,659 | +11.1% | 0.02% | -45.7% |
| YDEC | FIRST TR EXCHNG TRADED FD VIft vest inte | $273 | +0.4% | 11,585 | 0.0% | 0.02% | -32.1% | |
| EMR | Buy | EMERSON ELEC CO | $278 | -2.8% | 2,526 | +0.0% | 0.02% | -36.7% |
| SLV | Buy | ISHARES TRsilver trust | $271 | +30.9% | 10,189 | +12.2% | 0.02% | -9.5% |
| New | CAPITAL GROUP CORE BALANCED | $270 | – | 9,067 | +100.0% | 0.02% | – | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $273 | -1.1% | 1,150 | +11.9% | 0.02% | -34.5% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $269 | +7.2% | 15,210 | +8.4% | 0.02% | -26.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $277 | +3.4% | 2,764 | +0.4% | 0.02% | -32.1% |
| ACWV | ISHARESmin vol gbl etf | $264 | -0.4% | 2,519 | 0.0% | 0.02% | -35.7% | |
| CHE | Buy | CHEMED CORP NEW | $257 | +0.8% | 474 | +19.1% | 0.02% | -30.8% |
| INTC | Sell | INTEL CORP | $255 | -30.3% | 8,228 | -0.7% | 0.02% | -52.6% |
| QCOM | QUALCOMM INC | $255 | +17.5% | 1,279 | 0.0% | 0.02% | -21.7% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $252 | +4.1% | 2,867 | +0.0% | 0.02% | -28.0% |
| CZA | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $242 | -4.0% | 2,479 | 0.0% | 0.02% | -34.6% | |
| COP | Sell | CONOCOPHILLIPS | $246 | -14.3% | 2,149 | -4.8% | 0.02% | -43.3% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $241 | +0.8% | 5,962 | +1.6% | 0.02% | -32.0% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $245 | – | 5,897 | +100.0% | 0.02% | – |
| ILCG | Buy | ISHARES TRmrngstr lg-cp gr | $238 | +8.2% | 2,923 | +0.1% | 0.02% | -26.1% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $236 | +12.9% | 2,468 | +20.6% | 0.02% | -27.3% |
| SHOP | Sell | SHOPIFY INC | $230 | -26.5% | 3,485 | -14.0% | 0.02% | -50.0% |
| APD | New | AIR PRODS & CHEMS INC | $224 | – | 867 | +100.0% | 0.02% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $223 | +2.3% | 3,095 | +2.5% | 0.02% | -30.4% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $233 | -10.0% | 8,018 | +0.9% | 0.02% | -40.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $234 | +4.9% | 2,311 | -5.1% | 0.02% | -30.4% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $235 | -1.7% | 1,828 | +0.2% | 0.02% | -36.0% |
| CNQ | Buy | CANADIAN NAT RES LTD | $229 | -6.5% | 6,434 | +100.1% | 0.02% | -36.0% |
| EXC | Sell | EXELON CORP | $234 | -13.0% | 6,766 | -5.5% | 0.02% | -42.9% |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $236 | – | 6,556 | +100.0% | 0.02% | – |
| UBER | Buy | UBER TECHNOLOGIES | $224 | -3.9% | 3,088 | +1.9% | 0.02% | -33.3% |
| Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest u s | $224 | -0.4% | 9,586 | -2.2% | 0.02% | -30.4% | |
| FTGC | Sell | FIRST TR EXCHANGE TRADED FDglb fd | $230 | -1.7% | 9,638 | -2.4% | 0.02% | -33.3% |
| TTD | New | THE TRADE DESK INC | $212 | – | 2,171 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRishares new | $219 | – | 7,993 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD TR | $220 | – | 1,024 | +100.0% | 0.02% | – |
| SDOG | ALPS ETF TRsectr div dogs | $217 | -2.3% | 4,110 | 0.0% | 0.02% | -34.8% | |
| POCT | Sell | INNOVATOR ETFS TRUSTus eqty pwr buf | $215 | -0.5% | 5,628 | -2.4% | 0.02% | -31.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $213 | -7.0% | 2,626 | -3.8% | 0.02% | -37.5% |
| BJAN | INNOVATOR ETFS TRUSTus eqty bufr jan | $210 | +3.4% | 4,651 | 0.0% | 0.02% | -28.6% | |
| HST | New | HOST HOTELS & RESORTS INC | $211 | – | 11,723 | +100.0% | 0.02% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $219 | – | 6,522 | +100.0% | 0.02% | – |
| RYLD | Buy | GLOBAL X FDSrussell 2000 etf | $222 | -3.1% | 13,823 | +2.0% | 0.02% | -37.5% |
| BOND | PIMCO ETF TRactive bd etf | $212 | -0.9% | 2,328 | 0.0% | 0.02% | -31.8% | |
| FLQM | New | FRANKLIN TEMPLETON ETF TRis mid ca mltfct | $220 | – | 4,282 | +100.0% | 0.02% | – |
| FJUL | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $222 | -6.3% | 4,830 | -9.2% | 0.02% | -40.0% |
| SHW | SHERWIN WILLIAMS CO | $218 | -14.2% | 731 | 0.0% | 0.02% | -42.3% | |
| TOL | TOLL BROTHERS INC | $220 | -10.9% | 1,913 | 0.0% | 0.02% | -42.3% | |
| EWBC | New | EAST WEST BANCORP INC | $214 | – | 2,919 | +100.0% | 0.02% | – |
| Sell | DRAFTKINGS INC NEW | $218 | -18.4% | 5,711 | -2.8% | 0.02% | -46.4% | |
| IYM | Buy | ISHARESus basic materials etf | $219 | -4.4% | 1,563 | +0.9% | 0.02% | -37.5% |
| VGT | New | VANGUARD WORLD FDinf tech etf | $213 | – | 369 | +100.0% | 0.02% | – |
| New | CAPITAL GROUP INTL FOCUS EQT | $212 | – | 8,245 | +100.0% | 0.02% | – | |
| CSX | CSX CORP | $209 | -9.9% | 6,260 | 0.0% | 0.02% | -37.5% | |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100 etf | $210 | – | 5,526 | +100.0% | 0.02% | – |
| GLRY | New | NORTHERN LTS FD TR IVinspire momentum | $214 | – | 7,116 | +100.0% | 0.02% | – |
| ARCB | ARCBEST CORP | $215 | -24.8% | 2,010 | 0.0% | 0.02% | -50.0% | |
| WEC | Sell | WEC ENERGY GROUP INC | $219 | -11.3% | 2,789 | -7.4% | 0.02% | -42.3% |
| IXUS | Buy | ISHARES TRcore msci total | $217 | +0.9% | 3,210 | +1.6% | 0.02% | -31.8% |
| CYBR | CYBERARK SOFTWARE LTD | $217 | +2.8% | 793 | 0.0% | 0.02% | -31.8% | |
| FJUN | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $207 | +2.5% | 4,287 | 0.0% | 0.01% | -33.3% | |
| AZBL | Sell | AIM ETF PRODUCTS TRUSTus lrgcp b20 jul | $207 | -4.2% | 6,220 | -6.1% | 0.01% | -36.4% |
| AXP | New | AMERICAN EXPRESS CO | $205 | – | 886 | +100.0% | 0.01% | – |
| NOCT | New | INNOVATOR ETFS TRUSTgrwt100 pwr buf | $201 | – | 4,092 | +100.0% | 0.01% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $202 | +0.5% | 7,054 | +2.3% | 0.01% | -33.3% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $205 | – | 2,030 | +100.0% | 0.01% | – |
| MTUM | Sell | ISHARES TRmsci usa momentum factor etf | $201 | -62.6% | 1,031 | -64.1% | 0.01% | -75.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $204 | -4.7% | 2,308 | -3.2% | 0.01% | -36.4% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $200 | -29.8% | 762 | -27.7% | 0.01% | -53.3% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $207 | -6.8% | 8,120 | -6.1% | 0.01% | -39.1% |
| VOT | New | VANGUARD INDEX FDSmcapgr idxvip | $201 | – | 874 | +100.0% | 0.01% | – |
| SDG | Buy | ISHARES TRmsci global sus dev etf | $204 | -4.2% | 2,717 | +0.6% | 0.01% | -36.4% |
| KIE | New | SPDR SER TRs&p ins etf | $207 | – | 4,163 | +100.0% | 0.01% | – |
| Sell | INNOVATOR ETFS TRUSTinternational dv | $207 | -0.5% | 7,062 | -1.9% | 0.01% | -36.4% | |
| ET | Buy | ENERGY TRANSFER L P | $189 | +8.0% | 11,649 | +4.6% | 0.01% | -27.8% |
| ENIC | ENEL CHILE S.A.sponsored adr | $168 | -8.2% | 60,000 | 0.0% | 0.01% | -36.8% | |
| New | CION INVT CORP | $145 | – | 11,951 | +100.0% | 0.01% | – | |
| GNL | Sell | GLOBAL NET LEASE INC | $134 | -14.1% | 18,165 | -9.3% | 0.01% | -43.8% |
| MBB | Buy | ISHARESmbs etf | $130 | -83.9% | 11,218 | +28.3% | 0.01% | -89.3% |
| CHW | Buy | CALAMOS GBL DYN INCOME FUND | $92 | +12.2% | 13,450 | +6.5% | 0.01% | -33.3% |
| BDJ | New | BLACKROCK ENHANCED EQUITY DI | $86 | – | 10,488 | +100.0% | 0.01% | – |
| NIO | Sell | NIO INCspon adr cl a | $71 | -7.8% | 16,998 | -0.8% | 0.01% | -37.5% |
| FS CREDIT OPPORTUNITIES CORP | $78 | +8.3% | 12,219 | 0.0% | 0.01% | -28.6% | ||
| JQC | New | NUVEEN CR STRATEGIES INCOME | $68 | – | 12,212 | +100.0% | 0.01% | – |
| DNMR | DANIMER SCIENTIFIC INC | $31 | -44.6% | 51,674 | 0.0% | 0.00% | -66.7% | |
| SVM | New | SILVERCORP METALS | $34 | – | 10,000 | +100.0% | 0.00% | – |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $34 | -95.2% | 1,320 | -87.5% | 0.00% | -97.3% |
| TMDI | Exit | TITAN MED INC | $0 | – | -33,657 | -100.0% | 0.00% | – |
| RQI | Exit | COHEN & STEERS QUALITY INCOM | $0 | – | -15,072 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,597 | -100.0% | -0.02% | – |
| SMDV | Exit | PROSHARES TRruss 2000 divd | $0 | – | -3,166 | -100.0% | -0.02% | – |
| RVNU | Exit | DBX ETF TR XTRACK MUN INFRAetf | $0 | – | -8,044 | -100.0% | -0.02% | – |
| AZBO | Exit | ALLIANZ US LARGE CAP BUFFER 20etf | $0 | – | -5,923 | -100.0% | -0.02% | – |
| IDNA | Exit | ISHARES TRgenomics immun | $0 | – | -8,553 | -100.0% | -0.02% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,519 | -100.0% | -0.02% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -845 | -100.0% | -0.02% | – |
| Exit | GRAYSCALE BITCOIN TR BTC | $0 | – | -3,474 | -100.0% | -0.02% | – | |
| ABNB | Exit | AIRBNB, INC | $0 | – | -1,441 | -100.0% | -0.02% | – |
| AXON | Exit | AXON ENTERPRISE INC | $0 | – | -769 | -100.0% | -0.02% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC | $0 | – | -1,619 | -100.0% | -0.02% | – |
| IXC | Exit | ISHARES TRglobal energy etf | $0 | – | -5,964 | -100.0% | -0.03% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,742 | -100.0% | -0.03% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -2,372 | -100.0% | -0.04% | – |
| PII | Exit | POLARIS INC | $0 | – | -3,870 | -100.0% | -0.04% | – |
| IYJ | Exit | ISHARES TRus industials | $0 | – | -13,353 | -100.0% | -0.17% | – |
| EEM | Exit | ISHARESmsci emg mkt etf | $0 | – | -73,769 | -100.0% | -0.32% | – |
| KMLM | Exit | KFA MOUNT LUCAS MANAGED FUTURESetf | $0 | – | -148,699 | -100.0% | -0.46% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -65,168 | -100.0% | -0.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 6.7% |
| VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 2.3% |
| CATERPILLAR INC DEL | 45 | Q2 2024 | 44.0% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 1.5% |
| VANGUARD BD INDEX FD INC | 45 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 45 | Q2 2024 | 0.7% |
| AT&T INC | 45 | Q2 2024 | 1.3% |
| ISHARES TR | 45 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS INC | 45 | Q2 2024 | 1.2% |
View First Heartland Consultants, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-07 |
| 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 |
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.