$14.3 Billion is the total value of TD AMERITRADE INVESTMENT MANAGEMENT, LLC's 710 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 47.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $2,314,729,000 | +12.0% | 20,290,401 | +15.9% | 16.16% | -4.4% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $515,902,000 | +46.6% | 6,382,549 | +50.7% | 3.60% | +25.2% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $296,009,000 | +40.7% | 3,492,734 | +46.5% | 2.07% | +20.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $285,405,000 | +8.5% | 7,895,018 | +10.3% | 1.99% | -7.3% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $214,669,000 | +8.1% | 3,229,566 | +14.7% | 1.50% | -7.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $171,793,000 | +10.9% | 2,114,109 | +13.0% | 1.20% | -5.4% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $151,665,000 | +28.6% | 1,773,029 | +30.0% | 1.06% | +9.9% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $143,324,000 | +12.3% | 2,788,399 | +11.5% | 1.00% | -4.0% |
| BLV | Buy | VANGUARD BD INDEX FD INClong term bond | $140,452,000 | +13.2% | 1,364,678 | +23.1% | 0.98% | -3.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $117,647,000 | +3.4% | 2,226,480 | +6.2% | 0.82% | -11.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $111,317,000 | +59.6% | 640,230 | +7.1% | 0.78% | +36.3% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $105,940,000 | +71.9% | 2,522,379 | +23.6% | 0.74% | +46.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $81,372,000 | +62.3% | 664,908 | +7.2% | 0.57% | +38.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $76,822,000 | +11.4% | 918,148 | +207.6% | 0.54% | -5.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $66,145,000 | +163.9% | 897,003 | +271.3% | 0.46% | +125.4% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $63,556,000 | +64.3% | 876,991 | +13.6% | 0.44% | +40.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $55,492,000 | +63.9% | 481,617 | +145.8% | 0.39% | +39.7% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $54,538,000 | +134.2% | 694,402 | +564.7% | 0.38% | +100.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $52,655,000 | +154.5% | 677,846 | +94.6% | 0.37% | +117.8% |
| EFV | Buy | ISHARES TReafe value etf | $49,458,000 | +55.6% | 981,497 | +24.6% | 0.34% | +32.7% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $47,944,000 | +93.1% | 188,297 | +36.6% | 0.34% | +65.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $46,813,000 | +33.7% | 1,128,298 | +17.8% | 0.33% | +14.3% |
| SPIP | Buy | SPDR SERIES TRUSTportfli tips etf | $42,607,000 | +8.1% | 1,352,609 | +5.9% | 0.30% | -7.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $38,628,000 | +117.7% | 350,239 | +77.4% | 0.27% | +86.2% |
| ESGU | Buy | ISHARES TResg msci usa etf | $34,232,000 | +155.8% | 317,251 | +80.7% | 0.24% | +119.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $33,050,000 | +181.2% | 312,353 | +104.6% | 0.23% | +140.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $31,954,000 | +14.0% | 579,312 | +20.3% | 0.22% | -2.6% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $31,741,000 | -0.8% | 279,040 | +2.7% | 0.22% | -15.3% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $26,809,000 | +25.1% | 305,965 | +33.4% | 0.19% | +6.9% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $25,179,000 | +15.4% | 597,356 | +27.9% | 0.18% | -1.1% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $17,993,000 | +119853.3% | 198,574 | +85492.2% | 0.13% | – |
| ESGD | Buy | ISHARES TResg msci eafe | $16,148,000 | +117.6% | 203,227 | +73.8% | 0.11% | +85.2% |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $9,170,000 | +94.4% | 118,078 | +97.5% | 0.06% | +64.1% |
| ESGE | Buy | ISHARES INCesg msci em etf | $6,666,000 | +105.2% | 167,702 | +83.8% | 0.05% | +74.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,242,000 | +55.3% | 11,037 | +9.5% | 0.04% | +32.1% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $4,957,000 | +71.8% | 35,712 | +118.3% | 0.04% | +45.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $4,627,000 | +80.4% | 10,099 | +22.6% | 0.03% | +52.4% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $3,942,000 | +174.7% | 18,479 | +107.7% | 0.03% | +133.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $3,881,000 | -1.9% | 33,748 | +3.9% | 0.03% | -15.6% |
| ESML | Buy | ISHARES TResg msci usa sml | $3,924,000 | +131.6% | 97,317 | +52.4% | 0.03% | +92.9% |
| IUSB | Buy | ISHARES TRcore total usd | $3,598,000 | +72.5% | 67,970 | +77.2% | 0.02% | +47.1% |
| SHV | Buy | ISHARES TRshort treas bd | $3,151,000 | +31.3% | 28,542 | +31.7% | 0.02% | +10.0% |
| EAGG | Buy | ISHARES TResg us agr bd | $2,882,000 | +458.5% | 52,202 | +471.4% | 0.02% | +400.0% |
| SPTI | Buy | SPDR SERIES TRUSTportfli intrmdit | $2,485,000 | -2.6% | 77,527 | +1.0% | 0.02% | -19.0% |
| AVGO | Buy | BROADCOM INC | $2,320,000 | +92.9% | 3,486 | +5.6% | 0.02% | +60.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,155,000 | +66.0% | 13,610 | +1.0% | 0.02% | +36.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,153,000 | +47.8% | 23,167 | +103.5% | 0.02% | +25.0% |
| MSFT | Buy | MICROSOFT CORP | $1,685,000 | +111.9% | 5,012 | +32.6% | 0.01% | +100.0% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $1,614,000 | +34.1% | 54,502 | +39.5% | 0.01% | +10.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,602,000 | +21.4% | 31,820 | +11.5% | 0.01% | 0.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,536,000 | +621.1% | 28,164 | +636.7% | 0.01% | +450.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $1,328,000 | +109.5% | 6,543 | +49.4% | 0.01% | +80.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,236,000 | +76.8% | 10,536 | +8.5% | 0.01% | +50.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,092,000 | +385.3% | 2,821 | +295.7% | 0.01% | +300.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $1,113,000 | +453.7% | 23,556 | +196.0% | 0.01% | +300.0% |
| CSCO | Buy | CISCO SYS INC | $1,095,000 | +69.2% | 17,275 | +5.2% | 0.01% | +60.0% |
| ABBV | Buy | ABBVIE INC | $1,111,000 | +66.1% | 8,206 | +7.5% | 0.01% | +60.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,131,000 | -1.6% | 10,825 | +15.4% | 0.01% | -11.1% |
| TFC | Buy | TRUIST FINL CORP | $1,071,000 | +55.7% | 18,287 | +1.2% | 0.01% | +16.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $958,000 | +642.6% | 15,362 | +616.5% | 0.01% | +600.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $971,000 | +274.9% | 16,678 | +253.2% | 0.01% | +250.0% |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $798,000 | – | 7,063 | +100.0% | 0.01% | – |
| AAPL | Buy | APPLE INC | $916,000 | +134.9% | 5,160 | +53.2% | 0.01% | +100.0% |
| GILD | Buy | GILEAD SCIENCES INC | $809,000 | +68.5% | 11,144 | +46.8% | 0.01% | +50.0% |
| TXN | Buy | TEXAS INSTRS INC | $871,000 | +2133.3% | 4,622 | +1586.9% | 0.01% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $909,000 | +90800.0% | 8,428 | +23980.0% | 0.01% | – |
| NRG | Buy | NRG ENERGY INC | $869,000 | +81.8% | 20,183 | +29.9% | 0.01% | +50.0% |
| EOG | Buy | EOG RES INC | $925,000 | +273.0% | 10,408 | +51.1% | 0.01% | +200.0% |
| T | Buy | AT&T INC | $927,000 | +865.6% | 37,672 | +1022.9% | 0.01% | +500.0% |
| ASML | Buy | ASML HOLDING N V | $723,000 | +159.1% | 908 | +20.1% | 0.01% | +150.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $747,000 | +32.7% | 3,579 | +5.8% | 0.01% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $688,000 | +179.7% | 1,370 | +73.9% | 0.01% | +150.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $667,000 | +9428.6% | 17,821 | +3968.7% | 0.01% | – |
| DOW | Buy | DOW INC | $754,000 | +23.8% | 13,294 | +2.7% | 0.01% | 0.0% |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $722,000 | +52.3% | 23,299 | +25.6% | 0.01% | +25.0% |
| HPQ | New | HP INC | $752,000 | – | 19,962 | +100.0% | 0.01% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $681,000 | – | 3,939 | +100.0% | 0.01% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $773,000 | +349.4% | 267 | +128.2% | 0.01% | +400.0% |
| FB | Buy | META PLATFORMS INCcl a | $646,000 | +122.0% | 1,920 | +72.5% | 0.01% | +150.0% |
| ABT | Buy | ABBOTT LABS | $542,000 | +124.0% | 3,853 | +73.6% | 0.00% | +100.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $546,000 | +101.5% | 4,873 | +25.0% | 0.00% | +100.0% |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $644,000 | +155.6% | 19,929 | +124.1% | 0.00% | +100.0% |
| PSX | New | PHILLIPS 66 | $577,000 | – | 7,962 | +100.0% | 0.00% | – |
| R | Buy | RYDER SYS INC | $623,000 | +8800.0% | 7,554 | +4621.2% | 0.00% | – |
| SNA | New | SNAP ON INC | $517,000 | – | 2,400 | +100.0% | 0.00% | – |
| IRM | Buy | IRON MTN INC NEW | $546,000 | +6725.0% | 10,433 | +3265.5% | 0.00% | – |
| DFS | Buy | DISCOVER FINL SVCS | $582,000 | +107.9% | 5,036 | +4.0% | 0.00% | +100.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $618,000 | +66.6% | 5,140 | +12.3% | 0.00% | +33.3% |
| VFC | New | V F CORP | $524,000 | – | 7,150 | +100.0% | 0.00% | – |
| V | Buy | VISA INC | $596,000 | +70.8% | 2,752 | +57.9% | 0.00% | +33.3% |
| AEP | New | AMERICAN ELEC PWR INC | $527,000 | – | 5,925 | +100.0% | 0.00% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $452,000 | +1708.0% | 4,897 | +1303.2% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO | $437,000 | – | 7,901 | +100.0% | 0.00% | – |
| MDT | Buy | MEDTRONIC PLC | $422,000 | +248.8% | 4,084 | +252.1% | 0.00% | +200.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $398,000 | +3216.7% | 2,551 | +1748.6% | 0.00% | – |
| AMCR | New | AMCOR PLCord | $467,000 | – | 38,916 | +100.0% | 0.00% | – |
| AON | Buy | AON PLC | $463,000 | +208.7% | 1,542 | +111.8% | 0.00% | +200.0% |
| DHR | Buy | DANAHER CORPORATION | $444,000 | +348.5% | 1,351 | +195.0% | 0.00% | +200.0% |
| SUSB | Buy | ISHARES TResg 1 5 yr usd | $418,000 | +194.4% | 16,283 | +199.7% | 0.00% | +200.0% |
| AME | Buy | AMETEK INC NEW | $462,000 | +225.4% | 3,139 | +120.1% | 0.00% | +200.0% |
| CSX | Buy | CSX CORP | $376,000 | +147.4% | 10,002 | +411.1% | 0.00% | +200.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $364,000 | +106.8% | 2,663 | +51.2% | 0.00% | +200.0% |
| KLAC | Buy | KLA CORPORATION | $414,000 | +314.0% | 962 | +85.7% | 0.00% | +200.0% |
| OMF | New | ONEMAIN HLDGS INC | $377,000 | – | 7,536 | +100.0% | 0.00% | – |
| ABB | Buy | ABB LTDsponsored adr | $390,000 | +90.2% | 10,228 | +27.0% | 0.00% | +50.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $494,000 | +201.2% | 5,201 | +137.4% | 0.00% | +200.0% |
| KHC | Buy | KRAFT HEINZ CO | $459,000 | +606.2% | 12,772 | +487.5% | 0.00% | +200.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $419,000 | -9.1% | 3,781 | +10.5% | 0.00% | -25.0% |
| PCY | Buy | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $361,000 | +7.4% | 13,681 | +10.5% | 0.00% | 0.0% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $328,000 | +475.4% | 15,548 | +240.7% | 0.00% | – |
| EVTC | New | EVERTEC INC | $260,000 | – | 5,211 | +100.0% | 0.00% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $336,000 | +135.0% | 592 | +46.9% | 0.00% | +100.0% |
| HON | Buy | HONEYWELL INTL INC | $277,000 | +326.2% | 1,330 | +238.4% | 0.00% | +100.0% |
| LLY | Buy | LILLY ELI & CO | $262,000 | +159.4% | 948 | +39.4% | 0.00% | +100.0% |
| HD | Buy | HOME DEPOT INC | $237,000 | +137.0% | 570 | +58.3% | 0.00% | +100.0% |
| SAP | Buy | SAP SEspon adr | $247,000 | +35.7% | 1,760 | +50.6% | 0.00% | +100.0% |
| YUM | Buy | YUM BRANDS INC | $225,000 | +161.6% | 1,617 | +71.7% | 0.00% | +100.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $295,000 | +130.5% | 102 | +17.2% | 0.00% | +100.0% |
| NFLX | Buy | NETFLIX INC | $335,000 | +272.2% | 556 | +210.6% | 0.00% | +100.0% |
| TTE | Buy | TOTAL S Asponsored ads | $215,000 | +119.4% | 4,357 | +52.9% | 0.00% | +100.0% |
| GDDY | Buy | GODADDY INCcl a | $281,000 | +87.3% | 3,307 | +67.8% | 0.00% | +100.0% |
| MCO | Buy | MOODYS CORP | $347,000 | +166.9% | 888 | +97.8% | 0.00% | +100.0% |
| VALE | New | VALE S Asponsored ads | $236,000 | – | 16,799 | +100.0% | 0.00% | – |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $256,000 | +52.4% | 6,854 | +47.5% | 0.00% | +100.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $276,000 | +89.0% | 4,151 | +130.9% | 0.00% | +100.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $234,000 | +23300.0% | 2,144 | +53500.0% | 0.00% | – |
| UBS | Buy | UBS GROUP AG | $277,000 | +13750.0% | 15,516 | +7697.0% | 0.00% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $314,000 | – | 5,168 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC | $252,000 | – | 1,627 | +100.0% | 0.00% | – |
| MMC | Buy | MARSH & MCLENNAN COS INC | $258,000 | +207.1% | 1,483 | +102.0% | 0.00% | +100.0% |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $270,000 | +170.0% | 3,514 | +126.6% | 0.00% | +100.0% |
| FISV | New | FISERV INC | $109,000 | – | 1,047 | +100.0% | 0.00% | – |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $120,000 | +48.1% | 696 | +4.7% | 0.00% | 0.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $143,000 | +429.6% | 525 | +205.2% | 0.00% | – |
| CME | Buy | CME GROUP INC | $191,000 | +76.9% | 836 | +29.2% | 0.00% | 0.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $189,000 | +200.0% | 3,126 | +166.5% | 0.00% | 0.0% |
| LIN | Buy | LINDE PLC | $104,000 | +62.5% | 300 | +11.5% | 0.00% | 0.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $80,000 | +400.0% | 915 | +535.4% | 0.00% | – |
| MA | Buy | MASTERCARD INCcl a | $126,000 | +472.7% | 352 | +450.0% | 0.00% | – |
| CRI | New | CARTERS INC | $102,000 | – | 1,010 | +100.0% | 0.00% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $84,000 | +300.0% | 1,548 | +123.4% | 0.00% | – |
| CSL | Buy | CARLISLE COS INC | $134,000 | +157.7% | 541 | +27.3% | 0.00% | – |
| MDU | Buy | MDU RES GROUP INC | $82,000 | +811.1% | 2,660 | +568.3% | 0.00% | – |
| LOW | Buy | LOWES COS INC | $169,000 | +57.9% | 653 | +1.6% | 0.00% | 0.0% |
| EQIX | Buy | EQUINIX INC | $138,000 | +187.5% | 163 | +158.7% | 0.00% | – |
| KEY | Buy | KEYCORP NEW | $149,000 | +122.4% | 6,447 | +14.9% | 0.00% | 0.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $100,000 | +122.2% | 610 | +35.9% | 0.00% | – |
| EA | Buy | ELECTRONIC ARTS INC | $108,000 | +74.2% | 821 | +72.1% | 0.00% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $151,000 | +81.9% | 227 | +20.1% | 0.00% | 0.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $124,000 | +148.0% | 858 | +24.3% | 0.00% | – |
| TRU | Buy | TRANSUNION | $75,000 | +1150.0% | 631 | +752.7% | 0.00% | – |
| NOW | Buy | SERVICENOW INC | $84,000 | +600.0% | 129 | +437.5% | 0.00% | – |
| SEE | New | SEALED AIR CORP NEW | $105,000 | – | 1,557 | +100.0% | 0.00% | – |
| USB | Buy | US BANCORP DEL | $81,000 | +2600.0% | 1,438 | +1897.2% | 0.00% | – |
| AZO | Buy | AUTOZONE INC | $96,000 | +1500.0% | 46 | +820.0% | 0.00% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $190,000 | +21.8% | 5,169 | +56.7% | 0.00% | 0.0% |
| DVN | New | DEVON ENERGY CORP NEW | $83,000 | – | 1,885 | +100.0% | 0.00% | – |
| SPGI | Buy | S&P GLOBAL INC | $99,000 | +110.6% | 209 | +60.8% | 0.00% | – |
| RYAAY | Buy | RYANAIR HLDGS PLCsponsored ads | $176,000 | +44.3% | 1,716 | +15.1% | 0.00% | 0.0% |
| DVA | New | DAVITA INC | $93,000 | – | 818 | +100.0% | 0.00% | – |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $86,000 | +8500.0% | 251 | +4920.0% | 0.00% | – |
| RF | Buy | REGIONS FINL CORP NEW | $195,000 | +146.8% | 8,947 | +30.4% | 0.00% | 0.0% |
| PSA | Buy | PUBLIC STORAGE | $142,000 | +1320.0% | 378 | +759.1% | 0.00% | – |
| ILCV | Buy | ISHARES TRlarge val indx | $102,000 | +47.8% | 1,463 | +108.7% | 0.00% | 0.0% |
| PEP | Buy | PEPSICO INC | $101,000 | +110.4% | 580 | +69.1% | 0.00% | – |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $161,000 | -9.6% | 1,803 | +1.0% | 0.00% | 0.0% |
| HSY | Buy | HERSHEY CO | $126,000 | +137.7% | 650 | +76.2% | 0.00% | – |
| AMAT | Buy | APPLIED MATLS INC | $104,000 | +10300.0% | 663 | +2662.5% | 0.00% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $164,000 | +131.0% | 430 | +21.1% | 0.00% | 0.0% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $163,000 | +365.7% | 4,616 | +194.2% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $121,000 | – | 551 | +100.0% | 0.00% | – |
| GMAB | Buy | GENMAB A Ssponsored ads | $207,000 | +84.8% | 5,241 | +70.8% | 0.00% | 0.0% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $124,000 | +6.0% | 1,692 | +362.3% | 0.00% | 0.0% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $100,000 | -21.9% | 1,465 | +50.9% | 0.00% | 0.0% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $90,000 | +1400.0% | 773 | +1305.5% | 0.00% | – |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $160,000 | +81.8% | 3,825 | +29.0% | 0.00% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $159,000 | +3875.0% | 951 | +2697.1% | 0.00% | – |
| BGNE | Buy | BEIGENE LTDsponsored adr | $95,000 | +120.9% | 349 | +134.2% | 0.00% | – |
| NVDA | New | NVIDIA CORPORATION | $124,000 | – | 423 | +100.0% | 0.00% | – |
| D | Buy | DOMINION ENERGY INC | $82,000 | +530.8% | 1,039 | +507.6% | 0.00% | – |
| New | GENERAL ELECTRIC CO | $75,000 | – | 799 | +100.0% | 0.00% | – | |
| BAX | Buy | BAXTER INTL INC | $129,000 | +35.8% | 1,499 | +26.5% | 0.00% | 0.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $79,000 | +777.8% | 1,899 | +240.3% | 0.00% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $211,000 | +17.2% | 1,638 | +21.4% | 0.00% | 0.0% |
| ISCV | Buy | ISHARES TRsmll val indx | $166,000 | +55.1% | 2,785 | +176.0% | 0.00% | 0.0% |
| ANTM | New | ANTHEM INC | $122,000 | – | 264 | +100.0% | 0.00% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $134,000 | +162.7% | 324 | +43.4% | 0.00% | – |
| ADBE | Buy | ADOBE INC | $37,000 | +164.3% | 66 | +135.7% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $13,000 | – | 89 | +100.0% | 0.00% | – |
| AFRM | New | AFFIRM HLDGS INC | $10,000 | – | 95 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $12,000 | – | 76 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $6,000 | – | 36 | +100.0% | 0.00% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $22,000 | +266.7% | 97 | +155.3% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $7,000 | – | 454 | +100.0% | 0.00% | – |
| ADS | New | ALLIANCE DATA SYSTEMS CORP | $0 | – | 5 | +100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP | $20,000 | – | 227 | +22600.0% | 0.00% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $59,000 | +637.5% | 1,045 | +248.3% | 0.00% | – |
| APO | New | APOLLO GLOBAL MGMT INC | $4,000 | – | 53 | +100.0% | 0.00% | – |
| ACA | New | ARCOSA INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| ADSK | Buy | AUTODESK INC | $17,000 | +240.0% | 61 | +177.3% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INC | $57,000 | – | 1,359 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $12,000 | – | 57 | +100.0% | 0.00% | – |
| BBL | Buy | BHP GROUP PLCsponsored adr | $25,000 | +150.0% | 417 | +87.0% | 0.00% | – |
| BP | Buy | BP PLCsponsored adr | $41,000 | +64.0% | 1,552 | +6.5% | 0.00% | – |
| New | BRP INC | $17,000 | – | 189 | +100.0% | 0.00% | – | |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $51,000 | +537.5% | 2,115 | +266.6% | 0.00% | – |
| BLL | New | BALL CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $9,000 | – | 2,689 | +100.0% | 0.00% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $60,000 | +114.3% | 202 | +51.9% | 0.00% | – |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $12,000 | +300.0% | 139 | +215.9% | 0.00% | – |
| BIIB | New | BIOGEN INC | $43,000 | – | 180 | +100.0% | 0.00% | – |
| BE | New | BLOOM ENERGY CORP | $2,000 | – | 99 | +100.0% | 0.00% | – |
| BURL | Buy | BURLINGTON STORES INC | $26,000 | +1200.0% | 88 | +780.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $59,000 | – | 545 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $6,000 | – | 29 | +100.0% | 0.00% | – |
| CRH | New | CRH PLCadr | $8,000 | – | 154 | +100.0% | 0.00% | – |
| CACI | Buy | CACI INTL INCcl a | $51,000 | +59.4% | 189 | +26.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $8,000 | – | 87 | +100.0% | 0.00% | – |
| CNI | Buy | CANADIAN NATL RY CO | $25,000 | +38.9% | 206 | +21.9% | 0.00% | – |
| CNQ | Buy | CANADIAN NAT RES LTD | $44,000 | +4300.0% | 1,045 | +1414.5% | 0.00% | – |
| CP | New | CANADIAN PAC RY LTD | $10,000 | – | 139 | +100.0% | 0.00% | – |
| CNC | Buy | CENTENE CORP DEL | $24,000 | +1100.0% | 286 | +822.6% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $5,000 | +66.7% | 178 | +17.1% | 0.00% | – |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $12,000 | +500.0% | 114 | +356.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $11,000 | – | 331 | +100.0% | 0.00% | – |
| CHS | Buy | CHICOS FAS INC | $2,000 | – | 340 | +14.9% | 0.00% | – |
| CLH | Buy | CLEAN HARBORS INC | $66,000 | +83.3% | 661 | +3.3% | 0.00% | – |
| KOF | Buy | COCA COLA FEMSA S A B DE C Vsponsord adr rep | $3,000 | +200.0% | 49 | +58.1% | 0.00% | – |
| GLW | New | CORNING INC | $25,000 | – | 674 | +100.0% | 0.00% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $18,000 | – | 1,919 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $17,000 | – | 153 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $23,000 | – | 150 | +100.0% | 0.00% | – |
| XRAY | Buy | DENTSPLY SIRONA INC | $56,000 | +700.0% | 997 | +531.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $6,000 | – | 11 | +100.0% | 0.00% | – |
| DIS | Buy | DISNEY WALT CO | $50,000 | +61.3% | 326 | +29.4% | 0.00% | – |
| DLTR | Buy | DOLLAR TREE INC | $21,000 | +600.0% | 151 | +387.1% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $46,000 | – | 1,886 | +100.0% | 0.00% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $2,000 | – | 78 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $7,000 | – | 60 | +100.0% | 0.00% | – |
| EIX | Buy | EDISON INTL | $37,000 | +362.5% | 538 | +242.7% | 0.00% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $10,000 | +400.0% | 78 | +239.1% | 0.00% | – |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $7,000 | – | 11 | +100.0% | 0.00% | – |
| EFX | Buy | EQUIFAX INC | $11,000 | +450.0% | 37 | +184.6% | 0.00% | – |
| EVRG | Buy | EVERGY INC | $5,000 | +66.7% | 80 | +40.4% | 0.00% | – |
| EXC | New | EXELON CORP | $25,000 | – | 440 | +100.0% | 0.00% | – |
| FMC | Buy | FMC CORP | $13,000 | +85.7% | 118 | +90.3% | 0.00% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $3,000 | – | 48 | +100.0% | 0.00% | – |
| FHN | New | FIRST HORIZON CORPORATION | $3,000 | – | 167 | +100.0% | 0.00% | – |
| FR | New | FIRST INDL RLTY TR INC | $22,000 | – | 333 | +100.0% | 0.00% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $16,000 | +433.3% | 76 | +171.4% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $56,000 | – | 1,828 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $48,000 | – | 1,295 | +100.0% | 0.00% | – |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $5,000 | +25.0% | 154 | +48.1% | 0.00% | – |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $60,000 | +36.4% | 1,233 | +2.6% | 0.00% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $68,000 | +172.0% | 326 | +79.1% | 0.00% | – |
| GM | Buy | GENERAL MTRS CO | $55,000 | +323.1% | 936 | +113.2% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $14,000 | – | 100 | +100.0% | 0.00% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $32,000 | +300.0% | 725 | +243.6% | 0.00% | – |
| HDB | Buy | HDFC BANK LTDsponsored ads | $20,000 | +122.2% | 304 | +76.7% | 0.00% | – |
| HAE | New | HAEMONETICS CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
| THG | New | HANOVER INS GROUP INC | $13,000 | – | 96 | +100.0% | 0.00% | – |
| HAS | Buy | HASBRO INC | $34,000 | +183.3% | 330 | +123.0% | 0.00% | – |
| HMC | Buy | HONDA MOTOR LTD | $5,000 | +66.7% | 164 | +13.1% | 0.00% | – |
| HUM | Buy | HUMANA INC | $11,000 | +266.7% | 23 | +187.5% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $4,000 | – | 263 | +100.0% | 0.00% | – |
| H | New | HYATT HOTELS CORP | $16,000 | – | 167 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $19,000 | – | 185 | +100.0% | 0.00% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $38,000 | +171.4% | 155 | +118.3% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $23,000 | – | 369 | +100.0% | 0.00% | – |
| PODD | Buy | INSULET CORP | $13,000 | +550.0% | 49 | +512.5% | 0.00% | – |
| IART | Buy | INTEGRA LIFESCIENCES HLDGS C | $5,000 | +400.0% | 72 | +213.0% | 0.00% | – |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $23,000 | +187.5% | 150 | +117.4% | 0.00% | – |
| IQV | Buy | IQVIA HLDGS INC | $56,000 | +80.6% | 199 | +1.0% | 0.00% | – |
| ILCG | Buy | ISHARES TRlrge grw indx | $37,000 | +76.2% | 520 | +566.7% | 0.00% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $31,000 | -64.4% | 369 | +1.7% | 0.00% | -100.0% |
| ISCG | Buy | ISHARES TRsmll grwth idx | $70,000 | -31.4% | 1,424 | +229.6% | 0.00% | -100.0% |
| IMTM | Buy | ISHARES TRmsci intl moment | $3,000 | +200.0% | 89 | +122.5% | 0.00% | – |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $2,000 | +100.0% | 460 | +39.4% | 0.00% | – |
| JBL | Buy | JABIL INC | $56,000 | +409.1% | 799 | +150.5% | 0.00% | – |
| KBR | New | KBR INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| KDP | Buy | KEURIG DR PEPPER INC | $50,000 | +194.1% | 1,356 | +114.2% | 0.00% | – |
| KSS | New | KOHLS CORP | $5,000 | – | 101 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $0 | – | 3 | +100.0% | 0.00% | – | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $42,000 | +147.1% | 195 | +91.2% | 0.00% | – |
| LNC | New | LINCOLN NATL CORP IND | $16,000 | – | 239 | +100.0% | 0.00% | – |
| LGFB | Buy | LIONS GATE ENTMNT CORPcl b non vtg | $6,000 | – | 360 | +579.2% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $11,000 | – | 96 | +100.0% | 0.00% | – |
| MTB | New | M & T BK CORP | $3,000 | – | 18 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $16,000 | – | 246 | +100.0% | 0.00% | – |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $11,000 | +450.0% | 65 | +170.8% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $14,000 | – | 161 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $2,000 | – | 7 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $13,000 | +44.4% | 536 | +2.1% | 0.00% | – |
| MLCO | New | MELCO RESORTS AND ENTMNT LTDadr | $3,000 | – | 288 | +100.0% | 0.00% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $17,000 | +750.0% | 181 | +352.5% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $45,000 | – | 532 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $15,000 | – | 99 | +100.0% | 0.00% | – |
| NEE | Buy | NEXTERA ENERGY INC | $43,000 | +616.7% | 465 | +1921.7% | 0.00% | – |
| NICE | New | NICE LTDsponsored adr | $11,000 | – | 36 | +100.0% | 0.00% | – |
| NKE | Buy | NIKE INCcl b | $58,000 | +176.2% | 345 | +107.8% | 0.00% | – |
| NTR | Buy | NUTRIEN LTD | $6,000 | +100.0% | 84 | +16.7% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $18,000 | – | 25 | +100.0% | 0.00% | – |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $22,000 | +450.0% | 62 | +158.3% | 0.00% | – |
| OGN | New | ORGANON & CO | $0 | – | 1 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $56,000 | – | 493 | +100.0% | 0.00% | – |
| OC | New | OWENS CORNING NEW | $54,000 | – | 599 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $47,000 | – | 3,885 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $13,000 | +85.7% | 67 | +91.4% | 0.00% | – |
| PEN | New | PENUMBRA INC | $7,000 | – | 24 | +100.0% | 0.00% | – |
| PKI | Buy | PERKINELMER INC | $18,000 | +350.0% | 89 | +196.7% | 0.00% | – |
| BPOP | New | POPULAR INC | $17,000 | – | 203 | +100.0% | 0.00% | – |
| RJF | Buy | RAYMOND JAMES FINANCIAL INC | $69,000 | +50.0% | 690 | +8.5% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $11,000 | – | 101 | +100.0% | 0.00% | – |
| RIO | Buy | RIO TINTO PLCsponsored adr | $26,000 | +85.7% | 383 | +62.3% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $57,000 | – | 511 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $27,000 | – | 613 | +100.0% | 0.00% | – |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $17,000 | +142.9% | 43 | +95.5% | 0.00% | – |
| BWX | Buy | SPDR SERIES TRUSTblomberg intl tr | $29,000 | +31.8% | 1,043 | +45.1% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP | $16,000 | – | 24 | +100.0% | 0.00% | – |
| SNY | Buy | SANOFIsponsored adr | $42,000 | +31.2% | 836 | +30.4% | 0.00% | – |
| SCHW | New | SCHWAB CHARLES CORP | $24,000 | – | 290 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE-GRO COcl a | $2,000 | – | 11 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $3,000 | – | 12 | +100.0% | 0.00% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $38,000 | +1800.0% | 528 | +1289.5% | 0.00% | – |
| SRE | Buy | SEMPRA ENERGY | $28,000 | +154.5% | 213 | +136.7% | 0.00% | – |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $3,000 | +50.0% | 96 | +37.1% | 0.00% | – |
| SNOW | New | SNOWFLAKE INCcl a | $3,000 | – | 9 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $10,000 | – | 235 | +100.0% | 0.00% | – |
| SWK | Buy | STANLEY BLACK & DECKER INC | $41,000 | +192.9% | 216 | +148.3% | 0.00% | – |
| SRCL | New | STERICYCLE INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| SYK | Buy | STRYKER CORP | $10,000 | +400.0% | 38 | +245.5% | 0.00% | – |
| New | SYLVAMO CORP | $0 | – | 8 | +100.0% | 0.00% | – | |
| SYNH | New | SYNEOS HEALTH INCcl a | $14,000 | – | 139 | +100.0% | 0.00% | – |
| TFII | New | TFI INTL INC | $23,000 | – | 207 | +100.0% | 0.00% | – |
| TMUS | Buy | T-MOBILE US INC | $1,000 | 0.0% | 10 | +66.7% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $12,000 | – | 65 | +100.0% | 0.00% | – |
| TRP | Buy | TC ENERGY CORP | $20,000 | +150.0% | 422 | +114.2% | 0.00% | – |
| TER | New | TERADYNE INC | $10,000 | – | 60 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $46,000 | – | 44 | +100.0% | 0.00% | – |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $14,000 | +250.0% | 1,752 | +345.8% | 0.00% | – |
| THO | Buy | THOR INDS INC | $7,000 | +600.0% | 67 | +570.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BLD | New | TOPBUILD CORP | $22,000 | – | 78 | +100.0% | 0.00% | – |
| TDG | Buy | TRANSDIGM GROUP INC | $16,000 | +433.3% | 25 | +257.1% | 0.00% | – |
| THS | Buy | TREEHOUSE FOODS INC | $3,000 | 0.0% | 78 | +1.3% | 0.00% | – |
| TRMB | Buy | TRIMBLE INC | $7,000 | +250.0% | 75 | +108.3% | 0.00% | – |
| UL | Buy | UNILEVER PLCspon adr new | $52,000 | +57.6% | 962 | +77.5% | 0.00% | – |
| USFD | New | US FOODS HLDG CORP | $11,000 | – | 324 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $36,000 | – | 182 | +100.0% | 0.00% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $12,000 | +200.0% | 54 | +116.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | +100.0% | 248 | +43.4% | 0.00% | – |
| VNT | New | VONTIER CORPORATION | $7,000 | – | 221 | +100.0% | 0.00% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $10,000 | – | 236 | +100.0% | 0.00% | – |
| WFC | Buy | WELLS FARGO CO NEW | $55,000 | +129.2% | 1,154 | +11.7% | 0.00% | – |
| WELL | New | WELLTOWER INC | $19,000 | – | 216 | +100.0% | 0.00% | – |
| WWD | Buy | WOODWARD INC | $8,000 | +300.0% | 76 | +261.9% | 0.00% | – |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $24,000 | +14.3% | 189 | +24.3% | 0.00% | – |
| ZION | Buy | ZIONS BANCORPORATION N A | $51,000 | +142.9% | 815 | +12.3% | 0.00% | – |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $16,000 | +300.0% | 42 | +110.0% | 0.00% | – |
| CPRI | Buy | CAPRI HOLDINGS LIMITED | $66,000 | +6500.0% | 1,010 | +1162.5% | 0.00% | – |
| BAP | New | CREDICORP LTD | $5,000 | – | 43 | +100.0% | 0.00% | – |
| New | GLOBALFOUNDRIES INCordinary shares | $6,000 | – | 97 | +100.0% | 0.00% | – | |
| HLF | Buy | HERBALIFE NUTRITION LTD | $5,000 | +150.0% | 116 | +205.3% | 0.00% | – |
| APTV | Buy | APTIV PLC | $14,000 | +100.0% | 86 | +14.7% | 0.00% | – |
| ST | Buy | SENSATA TECHNOLOGIES HLDNG P | $5,000 | +66.7% | 84 | +18.3% | 0.00% | – |
| TT | Buy | TRANE TECHNOLOGIES PLC | $22,000 | +214.3% | 108 | +89.5% | 0.00% | – |
| CB | Buy | CHUBB LIMITED | $43,000 | +514.3% | 225 | +275.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $10,000 | – | 61 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 11.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 11.5% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 11.9% |
| ISHARES TR | 42 | Q3 2023 | 14.4% |
| ISHARES TR | 42 | Q3 2023 | 8.2% |
| ISHARES TR | 42 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.2% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 4.4% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 3.9% |
View TD AMERITRADE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-16 |
View TD AMERITRADE INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.