$129 Million is the total value of BENJAMIN EDWARDS INC's 370 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $3,489,000 | +0.7% | 26,298 | -12.1% | 2.71% | -5.4% |
| IGSB | Sell | ISHARES TR | $3,120,000 | -15.6% | 56,547 | -16.0% | 2.42% | -20.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,764,000 | -5.7% | 33,202 | -6.2% | 2.14% | -11.5% |
| PFF | Sell | ISHARES TRpfd and incm sec | $2,205,000 | +0.5% | 57,268 | -4.8% | 1.71% | -5.6% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,900,000 | +28.6% | 104,815 | +27.7% | 1.47% | +20.8% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,870,000 | +22.9% | 54,388 | +8.0% | 1.45% | +15.4% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $1,855,000 | +3.3% | 81,375 | -2.3% | 1.44% | -3.0% |
| NEE | Buy | NEXTERA ENERGY INC | $1,854,000 | -18.8% | 24,030 | +192.1% | 1.44% | -23.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,844,000 | +15.1% | 33,355 | +4.4% | 1.43% | +8.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,794,000 | -3.5% | 88,879 | -8.3% | 1.39% | -9.4% |
| QCOM | Buy | QUALCOMM INC | $1,771,000 | +35.0% | 11,622 | +4.2% | 1.37% | +26.8% |
| RSG | Sell | REPUBLIC SVCS INC | $1,711,000 | -5.5% | 17,770 | -8.4% | 1.33% | -11.3% |
| WSO | Sell | WATSCO INC | $1,590,000 | -6.6% | 7,018 | -4.0% | 1.23% | -12.3% |
| KO | Sell | COCA COLA CO | $1,486,000 | +7.8% | 27,089 | -3.0% | 1.15% | +1.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,469,000 | +14.1% | 5,623 | -1.3% | 1.14% | +7.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,405,000 | +61.5% | 7,972 | +27.8% | 1.09% | +51.6% |
| HD | Sell | HOME DEPOT INC | $1,388,000 | -9.6% | 5,227 | -5.5% | 1.08% | -15.1% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $1,366,000 | – | 40,486 | +100.0% | 1.06% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,336,000 | +8.8% | 19,677 | +2.1% | 1.04% | +2.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,264,000 | -2.4% | 21,510 | -1.2% | 0.98% | -8.4% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $1,262,000 | +24.6% | 10,200 | +6.3% | 0.98% | +17.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,220,000 | -0.2% | 5,983 | -5.4% | 0.95% | -6.2% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,185,000 | -15.3% | 12,198 | -16.5% | 0.92% | -20.5% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $1,167,000 | -35.2% | 76,492 | -37.5% | 0.90% | -39.2% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,150,000 | -4.6% | 5,468 | -4.8% | 0.89% | -10.4% |
| DON | Sell | WISDOMTREE TRus midcap divid | $1,106,000 | +19.1% | 31,769 | -1.1% | 0.86% | +11.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,102,000 | -0.7% | 4,032 | +8.2% | 0.86% | -6.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,093,000 | +8.0% | 3,062 | +2.3% | 0.85% | +1.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,092,000 | -7.5% | 8,102 | +1.3% | 0.85% | -13.1% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,089,000 | -0.8% | 1,482 | -6.0% | 0.84% | -6.8% |
| WEC | Buy | WEC ENERGY GROUP INC | $1,089,000 | -4.5% | 11,831 | +0.5% | 0.84% | -10.3% |
| MSFT | Sell | MICROSOFT CORP | $1,075,000 | -22.7% | 4,832 | -27.0% | 0.83% | -27.4% |
| MCD | Buy | MCDONALDS CORP | $1,060,000 | +3.7% | 4,941 | +6.2% | 0.82% | -2.6% |
| WMT | Sell | WALMART INC | $1,058,000 | -26.9% | 7,343 | -29.1% | 0.82% | -31.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,047,000 | -22.6% | 6,655 | -26.8% | 0.81% | -27.4% |
| TSCO | Sell | TRACTOR SUPPLY CO | $1,021,000 | -25.9% | 7,264 | -24.4% | 0.79% | -30.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,015,000 | -6.4% | 8,059 | -9.5% | 0.79% | -12.1% |
| MKC | Buy | MCCORMICK & CO INC | $991,000 | +6.9% | 10,368 | +117.1% | 0.77% | +0.4% |
| UNP | Buy | UNION PAC CORP | $989,000 | +11.9% | 4,748 | +5.7% | 0.77% | +5.1% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $984,000 | -3.5% | 8,856 | -7.2% | 0.76% | -9.4% |
| STE | Sell | STERIS PLC | $977,000 | -20.2% | 5,155 | -25.8% | 0.76% | -25.0% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $951,000 | +28.5% | 14,482 | +10.2% | 0.74% | +20.8% |
| USB | Buy | US BANCORP DEL | $944,000 | +240.8% | 20,255 | +162.1% | 0.73% | +219.7% |
| VFC | Sell | V F CORP | $940,000 | +19.0% | 11,005 | -2.2% | 0.73% | +11.6% |
| SYK | Buy | STRYKER CORPORATION | $938,000 | +19.3% | 3,826 | +1.5% | 0.73% | +12.2% |
| IGIB | Sell | ISHARES TR | $927,000 | -19.7% | 15,004 | -21.0% | 0.72% | -24.6% |
| XEL | Buy | XCEL ENERGY INC | $922,000 | +4.8% | 13,832 | +8.4% | 0.72% | -1.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $904,000 | +8.0% | 2,399 | +1.8% | 0.70% | +1.4% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $901,000 | -28.0% | 16,238 | -43.7% | 0.70% | -32.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $886,000 | +4.1% | 3,946 | +12.0% | 0.69% | -2.3% |
| GILD | Buy | GILEAD SCIENCES INC | $885,000 | +37.0% | 15,184 | +48.5% | 0.69% | +28.5% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $881,000 | -33.7% | 12,701 | -45.1% | 0.68% | -37.7% |
| ABT | Buy | ABBOTT LABS | $881,000 | +763.7% | 8,050 | +761.0% | 0.68% | +713.1% |
| CASY | Sell | CASEYS GEN STORES INC | $873,000 | -23.1% | 4,886 | -23.5% | 0.68% | -27.7% |
| PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $857,000 | -34.1% | 31,218 | -34.5% | 0.66% | -38.1% |
| INTU | Buy | INTUIT | $845,000 | +25.0% | 2,224 | +7.4% | 0.66% | +17.4% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $839,000 | +21.8% | 12,432 | +14.1% | 0.65% | +14.4% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $828,000 | +762.5% | 42,607 | +722.5% | 0.64% | +712.7% |
| PREF | Sell | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $813,000 | -6.2% | 39,332 | -9.0% | 0.63% | -11.9% |
| NDAQ | Buy | NASDAQ INC | $811,000 | +10.0% | 6,113 | +1.7% | 0.63% | +3.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $811,000 | -53.7% | 6,993 | -55.7% | 0.63% | -56.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $788,000 | +551.2% | 6,202 | +394.6% | 0.61% | +511.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $770,000 | +1.6% | 5,440 | +5.6% | 0.60% | -4.6% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $765,000 | +17.5% | 4,996 | +1.3% | 0.59% | +10.2% |
| ATR | Sell | APTARGROUP INC | $765,000 | -15.6% | 5,588 | -30.2% | 0.59% | -20.7% |
| O | Buy | REALTY INCOME CORP | $761,000 | +10.0% | 12,238 | +7.4% | 0.59% | +3.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $754,000 | +14980.0% | 2,018 | +12512.5% | 0.58% | +14525.0% |
| SNA | Buy | SNAP ON INC | $753,000 | +23.0% | 4,400 | +5.8% | 0.58% | +15.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $751,000 | +6.4% | 14,337 | -6.1% | 0.58% | -0.2% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $727,000 | +2.3% | 4,486 | +2.5% | 0.56% | -3.9% |
| ARKK | Buy | ARK ETF TRinnovation etf | $721,000 | +49.9% | 5,791 | +10.8% | 0.56% | +40.8% |
| MRK | Buy | MERCK & CO. INC | $715,000 | +2.0% | 8,738 | +3.4% | 0.56% | -4.1% |
| BDX | Buy | BECTON DICKINSON & CO | $705,000 | +9.3% | 2,817 | +1.7% | 0.55% | +2.6% |
| CAT | Sell | CATERPILLAR INC | $703,000 | +6.8% | 3,861 | -12.5% | 0.54% | +0.4% |
| AIZ | Buy | ASSURANT INC | $699,000 | +14.0% | 5,129 | +1.4% | 0.54% | +7.1% |
| MAIN | Buy | MAIN STR CAP CORP | $688,000 | +56.4% | 21,320 | +43.4% | 0.53% | +47.1% |
| PEP | Sell | PEPSICO INC | $678,000 | -0.3% | 4,570 | -6.8% | 0.53% | -6.4% |
| GBCI | Sell | GLACIER BANCORP INC NEW | $662,000 | +43.3% | 14,387 | -0.2% | 0.51% | +34.3% |
| ADI | Buy | ANALOG DEVICES INC | $661,000 | +2544.0% | 4,474 | +1971.3% | 0.51% | +2342.9% |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $650,000 | +3.8% | 9,091 | -9.9% | 0.50% | -2.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $630,000 | +57.5% | 4,559 | +53.3% | 0.49% | +48.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $623,000 | +19.6% | 7,334 | +11.2% | 0.48% | +12.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $614,000 | +6.6% | 1,750 | -5.3% | 0.48% | 0.0% |
| STOR | Sell | STORE CAP CORP | $603,000 | +5.8% | 17,741 | -14.6% | 0.47% | -0.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $591,000 | +1638.2% | 15,598 | +1293.9% | 0.46% | +1535.7% |
| PB | Buy | PROSPERITY BANCSHARES INC | $590,000 | +35.0% | 8,503 | +0.7% | 0.46% | +26.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $588,000 | +2161.5% | 2,475 | +1928.7% | 0.46% | +2071.4% |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $583,000 | – | 4,866 | +100.0% | 0.45% | – |
| T | Buy | AT&T INC | $574,000 | +11.0% | 19,963 | +10.0% | 0.44% | +4.2% |
| CVX | Buy | CHEVRON CORP NEW | $553,000 | +5430.0% | 6,552 | +4753.3% | 0.43% | +5262.5% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $508,000 | -7.6% | 5,831 | -12.0% | 0.39% | -13.2% |
| XOM | Buy | EXXON MOBIL CORP | $505,000 | +40.7% | 12,246 | +17.0% | 0.39% | +32.0% |
| TJX | New | TJX COS INC NEW | $496,000 | – | 7,262 | +100.0% | 0.38% | – |
| MBB | Buy | ISHARES TRmbs etf | $492,000 | +1194.7% | 4,466 | +1202.0% | 0.38% | +1132.3% |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $483,000 | -6.0% | 17,649 | -6.8% | 0.38% | -11.8% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $481,000 | 0.0% | 18,518 | -5.2% | 0.37% | -6.0% |
| CSCO | Sell | CISCO SYS INC | $480,000 | -7.0% | 10,720 | -18.2% | 0.37% | -12.7% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $464,000 | +12.9% | 4,028 | -2.0% | 0.36% | +6.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $458,000 | +19.9% | 5,252 | +15.4% | 0.36% | +12.3% |
| TSLX | Sell | SIXTH STREET SPECIALTY LENDN | $454,000 | -7.2% | 21,896 | -23.0% | 0.35% | -12.9% |
| TRI | Sell | THOMSON REUTERS CORP. | $446,000 | -7.7% | 5,446 | -10.1% | 0.35% | -13.3% |
| OKE | Buy | ONEOK INC NEW | $433,000 | +160.8% | 11,293 | +76.7% | 0.34% | +145.3% |
| LANC | Sell | LANCASTER COLONY CORP | $418,000 | -20.4% | 2,276 | -22.5% | 0.32% | -25.3% |
| PAYX | Sell | PAYCHEX INC | $414,000 | -9.2% | 4,443 | -22.3% | 0.32% | -14.9% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $411,000 | -10.8% | 2,582 | -6.7% | 0.32% | -16.3% |
| FAST | Buy | FASTENAL CO | $399,000 | +83.9% | 8,179 | +70.3% | 0.31% | +72.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $399,000 | -0.7% | 4,670 | -10.5% | 0.31% | -6.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $395,000 | +10.0% | 2,459 | +0.6% | 0.31% | +3.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $355,000 | +545.5% | 4,901 | +467.2% | 0.28% | +511.1% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $351,000 | +41.5% | 4,594 | +9.3% | 0.27% | +32.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $350,000 | +42.3% | 5,284 | +7.6% | 0.27% | +33.5% |
| MDT | Sell | MEDTRONIC PLC | $345,000 | -10.9% | 2,944 | -21.0% | 0.27% | -16.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $345,000 | +684.1% | 3,894 | +573.7% | 0.27% | +644.4% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $343,000 | +19.1% | 3,868 | +7.6% | 0.27% | +11.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $340,000 | +24.1% | 5,462 | +8.1% | 0.26% | +16.8% |
| WMB | Sell | WILLIAMS COS INC | $337,000 | -20.1% | 16,793 | -21.7% | 0.26% | -25.2% |
| AMZN | AMAZON COM INC | $326,000 | +3.5% | 100 | 0.0% | 0.25% | -2.7% | |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $326,000 | +0.9% | 4,847 | -11.4% | 0.25% | -5.2% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $324,000 | -1.5% | 12,615 | -23.4% | 0.25% | -7.7% |
| PGR | Sell | PROGRESSIVE CORP | $324,000 | -17.1% | 3,272 | -20.8% | 0.25% | -22.3% |
| XHB | New | SPDR SER TRs&p homebuild | $323,000 | – | 5,596 | +100.0% | 0.25% | – |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $322,000 | +0.9% | 9,179 | -9.5% | 0.25% | -4.9% |
| SR | Buy | SPIRE INC | $322,000 | +41.2% | 5,028 | +17.4% | 0.25% | +33.0% |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $320,000 | – | 37,861 | +100.0% | 0.25% | – |
| AGNC | New | AGNC INVT CORP | $308,000 | – | 19,775 | +100.0% | 0.24% | – |
| STWD | New | STARWOOD PPTY TR INC | $289,000 | – | 14,992 | +100.0% | 0.22% | – |
| TTC | Sell | TORO CO | $288,000 | -44.2% | 3,033 | -50.6% | 0.22% | -47.7% |
| BCE | New | BCE INC | $254,000 | – | 5,940 | +100.0% | 0.20% | – |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $253,000 | -5.2% | 2,621 | -17.4% | 0.20% | -11.3% |
| STAG | New | STAG INDL INC | $243,000 | – | 7,762 | +100.0% | 0.19% | – |
| DE | Sell | DEERE & CO | $233,000 | -73.3% | 866 | -78.0% | 0.18% | -74.9% |
| K | New | KELLOGG CO | $234,000 | – | 3,757 | +100.0% | 0.18% | – |
| PSA | Sell | PUBLIC STORAGE | $232,000 | -18.3% | 1,005 | -21.2% | 0.18% | -23.4% |
| ZROZ | New | PIMCO ETF TR25yr+ zero u s | $230,000 | – | 1,407 | +100.0% | 0.18% | – |
| KMI | Sell | KINDER MORGAN INC DEL | $227,000 | -13.4% | 16,616 | -21.9% | 0.18% | -18.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $224,000 | +121.8% | 3,610 | +89.0% | 0.17% | +109.6% |
| EPRF | New | INNOVATOR ETFS TR IIs&p invstmnt grd | $220,000 | – | 8,900 | +100.0% | 0.17% | – |
| ADC | Sell | AGREE REALTY CORP | $219,000 | -17.7% | 3,284 | -21.5% | 0.17% | -22.7% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $211,000 | +36.1% | 7,651 | +33.9% | 0.16% | +28.1% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $212,000 | +20.5% | 3,866 | +2.3% | 0.16% | +13.1% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $212,000 | +35.9% | 7,176 | +34.2% | 0.16% | +27.1% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $209,000 | +14.8% | 3,676 | +12.3% | 0.16% | +8.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $206,000 | -73.5% | 1,480 | -72.1% | 0.16% | -75.1% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $204,000 | +27.5% | 7,781 | +27.7% | 0.16% | +19.7% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC | $202,000 | -3.8% | 15,636 | -23.2% | 0.16% | -9.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $198,000 | +8.8% | 855 | 0.0% | 0.15% | +2.7% | |
| IBDV | New | ISHARES TRibonds dec 2030 | $195,000 | – | 7,429 | +100.0% | 0.15% | – |
| IBDR | Buy | ISHARES TRibonds dec2026 | $187,000 | +33.6% | 6,916 | +32.7% | 0.14% | +25.0% |
| JBSS | Sell | SANFILIPPO JOHN B & SON INC | $185,000 | -19.2% | 2,349 | -22.6% | 0.14% | -24.3% |
| IBDU | Buy | ISHARES TRibonds dec 29 | $184,000 | +35.3% | 6,696 | +33.3% | 0.14% | +27.7% |
| IBTH | Buy | ISHARES TRibonds 27 trm ts | $179,000 | +14.0% | 6,814 | +14.4% | 0.14% | +6.9% |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $179,000 | +14.0% | 6,830 | +14.2% | 0.14% | +6.9% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $179,000 | +33.6% | 6,737 | +32.7% | 0.14% | +25.2% |
| IBTJ | Buy | ISHARES TRibonds 29 trm ts | $178,000 | +13.4% | 6,781 | +15.1% | 0.14% | +6.2% |
| IBTI | Buy | ISHARES TRibonds 28 trm ts | $178,000 | +13.4% | 6,778 | +14.7% | 0.14% | +6.2% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $178,000 | +8.5% | 1,061 | +1.7% | 0.14% | +2.2% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $177,000 | -10.2% | 3,432 | -9.8% | 0.14% | -16.0% |
| TSLA | Sell | TESLA INC | $175,000 | +15.9% | 248 | -29.5% | 0.14% | +8.8% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $173,000 | -33.7% | 6,752 | -33.8% | 0.13% | -38.0% |
| IBDM | Sell | ISHARES TRibonds dec21 etf | $169,000 | -34.7% | 6,778 | -34.4% | 0.13% | -38.8% |
| ICSH | New | ISHARES TRblackrock ultra | $166,000 | – | 3,287 | +100.0% | 0.13% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $165,000 | – | 4,920 | +100.0% | 0.13% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $165,000 | – | 1,614 | +100.0% | 0.13% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $164,000 | -59.2% | 1,264 | -63.3% | 0.13% | -61.7% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $154,000 | -12.5% | 2,818 | -11.9% | 0.12% | -17.9% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $151,000 | +11.0% | 711 | -1.8% | 0.12% | +4.5% |
| BANX | Sell | STONECASTLE FINL CORP | $149,000 | -11.3% | 7,744 | -10.4% | 0.12% | -16.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $148,000 | +12.1% | 2,198 | +7.0% | 0.12% | +5.5% |
| SBUX | Buy | STARBUCKS CORP | $146,000 | +39.0% | 1,363 | +12.0% | 0.11% | +29.9% |
| FEP | Sell | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $141,000 | +11.0% | 3,684 | -3.4% | 0.11% | +3.8% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $139,000 | +40.4% | 5,518 | +20.1% | 0.11% | +31.7% |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $138,000 | – | 1,677 | +100.0% | 0.11% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $133,000 | – | 4,505 | +100.0% | 0.10% | – |
| PSN | PARSONS CORPORATION | $127,000 | +8.5% | 3,500 | 0.0% | 0.10% | +2.1% | |
| NKE | Buy | NIKE INCcl b | $127,000 | +30.9% | 901 | +16.3% | 0.10% | +23.8% |
| IBB | Sell | ISHARES TRnasdaq biotech | $124,000 | 0.0% | 821 | -10.4% | 0.10% | -5.9% |
| VTA | Sell | INVESCO DYNAMIC CR OPPORTUNI | $122,000 | +5.2% | 11,325 | -9.8% | 0.10% | -1.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $123,000 | +23.0% | 3,424 | +8.0% | 0.10% | +14.5% |
| PDI | PIMCO DYNAMIC INCOME FD | $118,000 | +4.4% | 4,460 | 0.0% | 0.09% | -1.1% | |
| JQC | Sell | NUVEEN CR STRATEGIES INCOME | $117,000 | -3.3% | 18,503 | -9.7% | 0.09% | -9.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $116,000 | +39.8% | 310 | +25.5% | 0.09% | +30.4% |
| NEM | Sell | NEWMONT CORP | $110,000 | -6.0% | 1,835 | -0.8% | 0.08% | -12.4% |
| LLY | Buy | LILLY ELI & CO | $107,000 | +37.2% | 634 | +20.1% | 0.08% | +29.7% |
| ROKU | Sell | ROKU INC | $104,000 | +23.8% | 313 | -30.0% | 0.08% | +17.4% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $103,000 | +836.4% | 1,088 | +694.2% | 0.08% | +788.9% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $103,000 | +25.6% | 2,580 | +3.3% | 0.08% | +17.6% |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $103,000 | +4.0% | 1,915 | 0.0% | 0.08% | -2.4% | |
| DOW | DOW INC | $100,000 | +17.6% | 1,800 | 0.0% | 0.08% | +11.4% | |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $101,000 | +13.5% | 906 | -7.6% | 0.08% | +5.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $97,000 | +19.8% | 1,672 | +13.0% | 0.08% | +11.9% |
| HON | Buy | HONEYWELL INTL INC | $96,000 | +60.0% | 449 | +24.0% | 0.07% | +48.0% |
| SMB | Buy | VANECK VECTORS ETF TRshort muni etf | $96,000 | +31.5% | 5,312 | +31.0% | 0.07% | +23.3% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $95,000 | -18.1% | 1,949 | -20.7% | 0.07% | -22.9% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $93,000 | +43.1% | 1,789 | -2.2% | 0.07% | +33.3% |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $92,000 | – | 1,385 | +100.0% | 0.07% | – |
| JCI | JOHNSON CTLS INTL PLC | $89,000 | +14.1% | 1,900 | 0.0% | 0.07% | +7.8% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $89,000 | +11.2% | 350 | 0.0% | 0.07% | +4.5% | |
| GOOG | ALPHABET INCcap stk cl c | $88,000 | +20.5% | 50 | 0.0% | 0.07% | +13.3% | |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $86,000 | +14.7% | 2,909 | +1.7% | 0.07% | +8.1% |
| IBUY | New | AMPLIFY ETF TRonlin retl etf | $85,000 | – | 744 | +100.0% | 0.07% | – |
| SPG | SIMON PPTY GROUP INC NEW | $85,000 | +30.8% | 1,000 | 0.0% | 0.07% | +22.2% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $85,000 | +18.1% | 1,359 | +12.6% | 0.07% | +11.9% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $83,000 | +27.7% | 545 | -29.9% | 0.06% | +18.5% |
| FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $82,000 | +20.6% | 1,611 | +1.3% | 0.06% | +14.3% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $82,000 | +13.9% | 757 | -0.4% | 0.06% | +8.5% |
| TEL | Buy | TE CONNECTIVITY LTD | $81,000 | +50.0% | 669 | +20.1% | 0.06% | +40.0% |
| IGV | New | ISHARES TRexpanded tech | $81,000 | – | 230 | +100.0% | 0.06% | – |
| SQ | Sell | SQUARE INCcl a | $79,000 | -24.0% | 365 | -42.7% | 0.06% | -29.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $77,000 | +6.9% | 216 | +14.9% | 0.06% | +1.7% |
| PCI | PIMCO DYNAMIC CR INCOME FD | $76,000 | +5.6% | 3,605 | 0.0% | 0.06% | 0.0% | |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $76,000 | +24.6% | 550 | +5.2% | 0.06% | +18.0% |
| EWZ | Sell | ISHARES INCmsci brazil etf | $73,000 | 0.0% | 1,975 | -25.2% | 0.06% | -5.0% |
| FXZ | Sell | FIRST TR EXCHANGE TRADED FDmaterials alph | $73,000 | +25.9% | 1,523 | -0.7% | 0.06% | +18.8% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $73,000 | +421.4% | 881 | +403.4% | 0.06% | +375.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $74,000 | +29.8% | 275 | +4.2% | 0.06% | +21.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $71,000 | +24.6% | 335 | +5.3% | 0.06% | +17.0% |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $71,000 | +86.8% | 1,301 | -31.3% | 0.06% | +77.4% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $70,000 | +14.8% | 1,076 | -6.2% | 0.05% | +8.0% |
| OGE | Buy | OGE ENERGY CORP | $70,000 | +22.8% | 2,211 | +16.5% | 0.05% | +14.9% |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $69,000 | +43.8% | 8,764 | +1.6% | 0.05% | +35.0% |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $69,000 | – | 2,019 | +100.0% | 0.05% | – |
| PPG | Buy | PPG INDS INC | $68,000 | +41.7% | 469 | +19.0% | 0.05% | +32.5% |
| CNP | CENTERPOINT ENERGY INC | $67,000 | +11.7% | 3,100 | 0.0% | 0.05% | +4.0% | |
| ABBV | Sell | ABBVIE INC | $67,000 | +13.6% | 623 | -7.3% | 0.05% | +6.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $67,000 | +39.6% | 468 | +8.1% | 0.05% | +30.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $64,000 | +16.4% | 209 | +20.1% | 0.05% | +11.1% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $64,000 | -14.7% | 1,234 | -13.9% | 0.05% | -19.4% |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $65,000 | – | 296 | +100.0% | 0.05% | – |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $63,000 | +28.6% | 527 | +9.1% | 0.05% | +22.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $63,000 | +37.0% | 519 | +12.8% | 0.05% | +28.9% |
| BBN | Sell | BLACKROCK TAX MUNICPAL BD TR | $62,000 | -4.6% | 2,315 | -7.4% | 0.05% | -11.1% |
| HUBB | Buy | HUBBELL INC | $61,000 | +35.6% | 391 | +17.8% | 0.05% | +27.0% |
| NVTA | Sell | INVITAE CORP | $61,000 | -33.0% | 1,455 | -30.4% | 0.05% | -37.3% |
| SOXX | New | ISHARES TRphlx semicnd etf | $61,000 | – | 162 | +100.0% | 0.05% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $59,000 | +31.1% | 344 | +18.6% | 0.05% | +24.3% |
| VTV | VANGUARD INDEX FDSvalue etf | $59,000 | +13.5% | 500 | 0.0% | 0.05% | +7.0% | |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $58,000 | +132.0% | 1,151 | +92.2% | 0.04% | +114.3% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $58,000 | +18.4% | 529 | +11.8% | 0.04% | +12.5% |
| XLNX | Sell | XILINX INC | $58,000 | -89.1% | 408 | -92.0% | 0.04% | -89.8% |
| BPY | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $58,000 | +20.8% | 4,000 | 0.0% | 0.04% | +12.5% | |
| TDOC | Buy | TELADOC HEALTH INC | $58,000 | +61.1% | 290 | +75.8% | 0.04% | +50.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $58,000 | +190.0% | 528 | +114.6% | 0.04% | +164.7% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $57,000 | +16.3% | 824 | -5.0% | 0.04% | +10.0% |
| MO | ALTRIA GROUP INC | $57,000 | +5.6% | 1,396 | 0.0% | 0.04% | -2.2% | |
| UL | Sell | UNILEVER PLCspon adr new | $54,000 | -5.3% | 892 | -2.7% | 0.04% | -10.6% |
| XHE | Sell | SPDR SER TRhlth cr equip | $50,000 | +11.1% | 439 | -5.0% | 0.04% | +5.4% |
| Z | Sell | ZILLOW GROUP INCcl c cap stk | $49,000 | -7.5% | 375 | -28.7% | 0.04% | -13.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $49,000 | +36.1% | 531 | +4.5% | 0.04% | +26.7% |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $49,000 | +880.0% | 2,041 | +547.9% | 0.04% | +850.0% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $49,000 | -5.8% | 989 | -16.8% | 0.04% | -11.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $48,000 | +29.7% | 702 | +4.8% | 0.04% | +19.4% |
| SLV | Sell | ISHARES SILVER TRishares | $46,000 | -81.9% | 1,884 | -83.9% | 0.04% | -82.9% |
| XLC | Sell | SELECT SECTOR SPDR TR | $45,000 | -88.2% | 664 | -89.7% | 0.04% | -88.9% |
| AMAT | Buy | APPLIED MATLS INC | $45,000 | +80.0% | 517 | +24.6% | 0.04% | +66.7% |
| PMM | PUTNAM MANAGED MUN INCOME TR | $44,000 | +7.3% | 5,400 | 0.0% | 0.03% | 0.0% | |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $42,000 | +425.0% | 890 | +402.8% | 0.03% | +371.4% |
| EDIT | Sell | EDITAS MEDICINE INC | $42,000 | +44.8% | 593 | -42.0% | 0.03% | +37.5% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $42,000 | +50.0% | 132 | +15.8% | 0.03% | +43.5% |
| PRLB | Sell | PROTO LABS INC | $41,000 | -6.8% | 265 | -22.5% | 0.03% | -11.1% |
| MS | MORGAN STANLEY | $41,000 | +41.4% | 600 | 0.0% | 0.03% | +33.3% | |
| EXAS | New | EXACT SCIENCES CORP | $40,000 | – | 305 | +100.0% | 0.03% | – |
| PSTG | Sell | PURE STORAGE INCcl a | $40,000 | +14.3% | 1,772 | -22.5% | 0.03% | +6.9% |
| TWOU | Sell | 2U INC | $39,000 | -11.4% | 968 | -24.8% | 0.03% | -16.7% |
| V | Buy | VISA INC | $39,000 | +44.4% | 180 | +34.3% | 0.03% | +36.4% |
| TWLO | Buy | TWILIO INCcl a | $37,000 | +105.6% | 108 | +50.0% | 0.03% | +93.3% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $38,000 | 0.0% | 652 | +0.2% | 0.03% | -6.5% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $37,000 | +15.6% | 964 | +7.6% | 0.03% | +11.5% |
| MMM | 3M CO | $36,000 | +9.1% | 205 | 0.0% | 0.03% | +3.7% | |
| ES | EVERSOURCE ENERGY | $35,000 | +2.9% | 408 | 0.0% | 0.03% | -3.6% | |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $35,000 | +45.8% | 427 | +27.5% | 0.03% | +35.0% |
| FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $34,000 | +41.7% | 2,682 | +12.4% | 0.03% | +30.0% |
| PINS | Sell | PINTEREST INCcl a | $34,000 | -2.9% | 516 | -38.7% | 0.03% | -10.3% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $33,000 | +6.5% | 991 | +4.6% | 0.03% | 0.0% |
| TREE | Sell | LENDINGTREE INC NEW | $31,000 | -22.5% | 115 | -12.2% | 0.02% | -27.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $31,000 | +10.7% | 521 | +7.6% | 0.02% | +4.3% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $28,000 | +16.7% | 1,357 | +6.3% | 0.02% | +10.0% |
| SSYS | Sell | STRATASYS LTD | $29,000 | +31.8% | 1,387 | -21.4% | 0.02% | +22.2% |
| PYPL | New | PAYPAL HLDGS INC | $29,000 | – | 124 | +100.0% | 0.02% | – |
| BLK | BLACKROCK INC | $29,000 | +26.1% | 40 | 0.0% | 0.02% | +15.8% | |
| FDT | Sell | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $28,000 | +12.0% | 500 | -1.2% | 0.02% | +4.8% |
| FAAR | Buy | FIRST TR EXCHNG TRADED FD VIalt abslt strg | $27,000 | +3.8% | 1,007 | +2.0% | 0.02% | 0.0% |
| PFE | Buy | PFIZER INC | $27,000 | 0.0% | 732 | +0.1% | 0.02% | -4.5% |
| NXQ | NUVEEN SELECT TAX FREE INCOMsh ben int | $27,000 | +8.0% | 1,700 | 0.0% | 0.02% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $26,000 | +4.0% | 414 | 0.0% | 0.02% | -4.8% | |
| PD | Sell | PAGERDUTY INC | $26,000 | +23.8% | 614 | -21.3% | 0.02% | +17.6% |
| SHOP | New | SHOPIFY INCcl a | $24,000 | – | 21 | +100.0% | 0.02% | – |
| D | Sell | DOMINION ENERGY INC | $25,000 | -95.9% | 330 | -95.8% | 0.02% | -96.3% |
| ROST | New | ROSS STORES INC | $23,000 | – | 190 | +100.0% | 0.02% | – |
| DSL | DOUBLELINE INCOME SOLUTIONS | $23,000 | +4.5% | 1,375 | 0.0% | 0.02% | 0.0% | |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $22,000 | +4.8% | 495 | +2.3% | 0.02% | 0.0% |
| MCRB | Sell | SERES THERAPEUTICS INC | $22,000 | -33.3% | 889 | -24.6% | 0.02% | -37.0% |
| SPLK | Sell | SPLUNK INC | $22,000 | -21.4% | 128 | -15.2% | 0.02% | -26.1% |
| WM | WASTE MGMT INC DEL | $22,000 | +4.8% | 184 | 0.0% | 0.02% | 0.0% | |
| SBI | Buy | WESTERN ASSET INTER MUNI FD | $21,000 | 0.0% | 2,312 | +1.0% | 0.02% | -5.9% |
| FHN | New | FIRST HORIZON CORPORATION | $21,000 | – | 1,670 | +100.0% | 0.02% | – |
| DIS | Buy | DISNEY WALT CO | $21,000 | +200.0% | 115 | +98.3% | 0.02% | +166.7% |
| MUB | Buy | ISHARES TRnational mun etf | $20,000 | +5.3% | 170 | +2.4% | 0.02% | 0.0% |
| SONY | New | SONY CORPsponsored adr | $21,000 | – | 206 | +100.0% | 0.02% | – |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $19,000 | -13.6% | 323 | -12.0% | 0.02% | -16.7% |
| NVS | NOVARTIS AGsponsored adr | $19,000 | +11.8% | 200 | 0.0% | 0.02% | +7.1% | |
| BEKE | New | KE HLDGS INCsponsored ads | $19,000 | – | 302 | +100.0% | 0.02% | – |
| NSTG | Sell | NANOSTRING TECHNOLOGIES INC | $19,000 | +11.8% | 285 | -24.2% | 0.02% | +7.1% |
| EXPE | New | EXPEDIA GROUP INC | $18,000 | – | 135 | +100.0% | 0.01% | – |
| FDIV | FIRST TR EXCHANGE-TRADED FDft strg incm etf | $17,000 | +6.2% | 350 | 0.0% | 0.01% | 0.0% | |
| MELI | Sell | MERCADOLIBRE INC | $17,000 | +30.8% | 10 | -16.7% | 0.01% | +18.2% |
| HDMV | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $17,000 | +6.2% | 556 | 0.0% | 0.01% | 0.0% | |
| FEMB | Sell | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $17,000 | -5.6% | 444 | -13.5% | 0.01% | -13.3% |
| AZN | ASTRAZENECA PLCsponsored adr | $15,000 | -6.2% | 300 | 0.0% | 0.01% | -7.7% | |
| STAY | New | EXTENDED STAY AMER INCunit 99/99/9999b | $15,000 | – | 999 | +100.0% | 0.01% | – |
| SE | Sell | SEA LTDsponsord ads | $15,000 | +15.4% | 74 | -11.9% | 0.01% | +9.1% |
| CLLS | Sell | CELLECTIS S Aspon ads | $15,000 | +7.1% | 566 | -23.3% | 0.01% | 0.0% |
| MFM | MFS MUN INCOME TRsh ben int | $15,000 | 0.0% | 2,300 | 0.0% | 0.01% | 0.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $14,000 | +40.0% | 176 | 0.0% | 0.01% | +37.5% | |
| FTHI | Sell | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $14,000 | -36.4% | 697 | -38.3% | 0.01% | -38.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $14,000 | +16.7% | 449 | -2.2% | 0.01% | +10.0% |
| IRDM | Sell | IRIDIUM COMMUNICATIONS INC | $14,000 | +16.7% | 356 | -21.4% | 0.01% | +10.0% |
| FLIC | New | FIRST LONG IS CORP | $14,000 | – | 789 | +100.0% | 0.01% | – |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $14,000 | 0.0% | 273 | 0.0% | 0.01% | -8.3% | |
| HTBK | New | HERITAGE COMM CORP | $13,000 | – | 1,499 | +100.0% | 0.01% | – |
| JETS | ETF SER SOLUTIONSus glb jets | $13,000 | +30.0% | 575 | 0.0% | 0.01% | +25.0% | |
| COP | CONOCOPHILLIPS | $12,000 | +20.0% | 300 | 0.0% | 0.01% | +12.5% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $12,000 | +20.0% | 750 | 0.0% | 0.01% | +12.5% | |
| ET | ENERGY TRANSFER LP | $12,000 | +20.0% | 1,930 | 0.0% | 0.01% | +12.5% | |
| EDOW | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $9,000 | +12.5% | 327 | 0.0% | 0.01% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $9,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $9,000 | +12.5% | 25 | 0.0% | 0.01% | 0.0% | |
| HUYA | Sell | HUYA INC | $9,000 | -30.8% | 441 | -19.8% | 0.01% | -36.4% |
| STZ | CONSTELLATION BRANDS INCcl a | $9,000 | +12.5% | 40 | 0.0% | 0.01% | 0.0% | |
| IBMQ | Buy | ISHARES TRibonds dec 28 | $8,000 | 0.0% | 296 | +5.3% | 0.01% | -14.3% |
| BP | BP PLCsponsored adr | $8,000 | +14.3% | 400 | 0.0% | 0.01% | 0.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $8,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% | |
| SNOW | New | SNOWFLAKE INCcl a | $8,000 | – | 29 | +100.0% | 0.01% | – |
| IBMO | Buy | ISHARES TRibonds dec 26 | $8,000 | 0.0% | 298 | +4.2% | 0.01% | -14.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $8,000 | +14.3% | 82 | +1.2% | 0.01% | 0.0% |
| PM | PHILIP MORRIS INTL INC | $8,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% | |
| IBMM | Buy | ISHARES TRibonds dec | $8,000 | 0.0% | 297 | +4.9% | 0.01% | -14.3% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $7,000 | -63.2% | 73 | -66.7% | 0.01% | -68.8% |
| ENB | Buy | ENBRIDGE INC | $6,000 | 0.0% | 201 | +1.5% | 0.01% | 0.0% |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $6,000 | – | 86 | +100.0% | 0.01% | – |
| EWC | Buy | ISHARES INCmsci cda etf | $7,000 | +40.0% | 223 | +16.1% | 0.01% | +25.0% |
| SH | PROSHARES TRshort s&p 500 ne | $6,000 | -14.3% | 325 | 0.0% | 0.01% | -16.7% | |
| EWQ | Buy | ISHARES INCmsci france etf | $7,000 | +40.0% | 208 | +10.6% | 0.01% | +25.0% |
| EWG | Buy | ISHARES INCmsci germany etf | $7,000 | +40.0% | 218 | +19.1% | 0.01% | +25.0% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $7,000 | -92.5% | 133 | -93.6% | 0.01% | -93.5% |
| BAX | BAXTER INTL INC | $6,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% | |
| FLGB | Buy | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $7,000 | +40.0% | 307 | +11.6% | 0.01% | +25.0% |
| FLJP | Buy | FRANKLIN TEMPLETON ETF TRftse japan etf | $7,000 | +16.7% | 234 | +9.3% | 0.01% | 0.0% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $6,000 | +20.0% | 461 | +2.2% | 0.01% | +25.0% |
| STLD | STEEL DYNAMICS INC | $7,000 | +16.7% | 200 | 0.0% | 0.01% | 0.0% | |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $7,000 | +40.0% | 179 | +14.7% | 0.01% | +25.0% |
| DAL | DELTA AIR LINES INC DEL | $5,000 | +66.7% | 112 | 0.0% | 0.00% | +100.0% | |
| CDK | CDK GLOBAL INC | $4,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| WORK | Sell | SLACK TECHNOLOGIES INC | $4,000 | -90.2% | 102 | -93.4% | 0.00% | -91.2% |
| INTC | Buy | INTEL CORP | $4,000 | 0.0% | 84 | +1.2% | 0.00% | 0.0% |
| IRM | Buy | IRON MTN INC NEW | $4,000 | +33.3% | 119 | +2.6% | 0.00% | +50.0% |
| NFLX | NETFLIX INC | $4,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| NIM | Buy | NUVEEN SELECT MAT MUN FDsh ben int | $4,000 | 0.0% | 386 | +1.3% | 0.00% | 0.0% |
| F | FORD MTR CO DEL | $4,000 | +33.3% | 500 | 0.0% | 0.00% | +50.0% | |
| SCHW | SCHWAB CHARLES CORP | $4,000 | +33.3% | 73 | 0.0% | 0.00% | +50.0% | |
| AMGN | AMGEN INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $2,000 | +100.0% | 300 | 0.0% | 0.00% | +100.0% | |
| FGB | New | FIRST TRUST SPECIALTY FINANC | $2,000 | – | 594 | +100.0% | 0.00% | – |
| WYNN | WYNN RESORTS LTD | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $2,000 | -98.3% | 5 | -98.8% | 0.00% | -98.0% |
| PSX | PHILLIPS 66 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PRU | New | PRUDENTIAL FINL INC | $3,000 | – | 44 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ENZ | ENZO BIOCHEM INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FCPT | Sell | FOUR CORNERS PPTY TR INC | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| GD | GENERAL DYNAMICS CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| GRIF | Exit | GRIFFIN INL RLTY INC | $0 | – | -118 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -23 | -100.0% | -0.01% | – |
| QTS | Exit | QTS RLTY TR INC | $0 | – | -183 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -179 | -100.0% | -0.01% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -131 | -100.0% | -0.02% | – |
| ENZL | Exit | ISHARES TRnew zealand etf | $0 | – | -465 | -100.0% | -0.02% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -100 | -100.0% | -0.03% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -244 | -100.0% | -0.03% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -1,746 | -100.0% | -0.04% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -314 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -292 | -100.0% | -0.04% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -756 | -100.0% | -0.04% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -445 | -100.0% | -0.04% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -525 | -100.0% | -0.04% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -1,700 | -100.0% | -0.06% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -882 | -100.0% | -0.06% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -4,983 | -100.0% | -0.10% | – |
| JLS | Exit | NUVEEN MORTGAGE AND INCOME F | $0 | – | -7,856 | -100.0% | -0.12% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM CORP | $0 | – | -17,976 | -100.0% | -0.13% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,915 | -100.0% | -0.27% | – |
| WDFC | Exit | WD-40 CO | $0 | – | -1,780 | -100.0% | -0.28% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,399 | -100.0% | -0.33% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -2,683 | -100.0% | -0.35% | – |
| COLD | Exit | AMERICOLD RLTY TR | $0 | – | -14,813 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q3 2023 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 19 | Q3 2023 | 2.5% |
| NEXTERA ENERGY INC | 19 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.1% |
| ACCENTURE PLC IRELAND | 19 | Q3 2023 | 1.9% |
| REPUBLIC SVCS INC | 19 | Q3 2023 | 1.7% |
| WEC ENERGY GROUP INC | 19 | Q3 2023 | 1.7% |
| HOME DEPOT INC | 19 | Q3 2023 | 1.4% |
| AUTOMATIC DATA PROCESSING IN | 19 | Q3 2023 | 1.2% |
| MCDONALDS CORP | 19 | Q3 2023 | 1.0% |
View BENJAMIN EDWARDS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-07 |
View BENJAMIN EDWARDS 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.