Q3 2023
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $111,564,868 | +838.3% | 567,587 | +776.9% | 14.60% | +781.8% |
AAPL | Sell | APPLE INC COMstock | $59,689,123 | -12.4% | 365,883 | -0.7% | 7.81% | -17.7% |
AMZN | Sell | AMAZON COM INC COMstock | $29,473,688 | -3.5% | 297,971 | -0.8% | 3.86% | -9.3% |
MSFT | Sell | MICROSOFT CORP COMstock | $28,655,978 | -8.9% | 144,435 | -1.1% | 3.75% | -14.4% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $23,082,762 | +8.6% | 176,393 | -0.6% | 3.02% | +2.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $18,494,995 | +2.0% | 222,867 | -0.2% | 2.42% | -4.1% |
UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $17,460,368 | +1.6% | 34,631 | -3.2% | 2.28% | -4.6% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $12,080,030 | +11.2% | 100,189 | +1.9% | 1.58% | +4.5% |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $10,132,525 | +2.8% | 25,593 | +2.2% | 1.33% | -3.4% |
V | Sell | VISA INC COM CL Astock | $9,020,992 | -6.4% | 39,220 | -3.4% | 1.18% | -12.1% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $8,924,828 | -5.5% | 20,783 | -1.9% | 1.17% | -11.2% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $7,791,217 | -3.9% | 36,680 | -0.3% | 1.02% | -9.7% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $7,521,594 | -0.2% | 65,618 | +0.1% | 0.98% | -6.3% |
VUG | Sell | VANGUARD GROWTH ETFetf | $7,415,900 | -6.2% | 27,233 | -2.5% | 0.97% | -11.8% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $7,293,949 | -8.0% | 46,831 | -2.3% | 0.96% | -13.6% |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $6,835,924 | -6.2% | 48,246 | -0.9% | 0.90% | -11.8% |
AMGN | Sell | AMGEN INC COMstock | $6,745,876 | +19.3% | 25,100 | -1.4% | 0.88% | +12.1% |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $5,865,034 | -9.9% | 77,518 | -0.5% | 0.77% | -15.3% |
VTV | Sell | VANGUARD VALUE ETFetf | $5,715,285 | -3.2% | 41,436 | -0.3% | 0.75% | -9.1% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $5,486,412 | -5.4% | 13,971 | -1.9% | 0.72% | -11.1% |
Buy | SPDR GOLD MINISHARES TRUSTetf | $5,270,682 | +2.3% | 143,772 | +6.3% | 0.69% | -3.9% | |
LLY | Buy | ELI LILLY & CO COMstock | $5,226,813 | +18.7% | 9,731 | +3.6% | 0.68% | +11.6% |
SBUX | Buy | STARBUCKS CORP COMstock | $5,186,144 | -7.7% | 56,822 | +0.2% | 0.68% | -13.3% |
IWY | Sell | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $5,094,662 | -8.3% | 33,119 | -5.5% | 0.67% | -13.8% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $5,001,008 | -6.5% | 72,563 | -1.6% | 0.66% | -12.1% |
BLK | Sell | BLACKROCK INC COMstock | $4,811,778 | -6.8% | 7,443 | -0.3% | 0.63% | -12.4% |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $4,606,329 | -10.7% | 20,550 | -3.3% | 0.60% | -16.0% |
FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $4,438,215 | -6.9% | 118,701 | -0.2% | 0.58% | -12.5% |
HD | Buy | HOME DEPOT INC COMstock | $4,270,391 | +3.3% | 14,133 | +6.2% | 0.56% | -3.0% |
XOM | Sell | EXXON MOBIL CORP COMstock | $4,212,186 | +1.7% | 35,824 | -7.2% | 0.55% | -4.5% |
BX | Sell | BLACKSTONE INC COMstock | $4,120,521 | +6.5% | 38,459 | -7.6% | 0.54% | 0.0% |
VOE | Sell | VANGUARD MID-CAP VALUE ETFetf | $4,104,559 | -8.7% | 31,342 | -3.6% | 0.54% | -14.2% |
FB | Buy | META PLATFORMS INC CL Astock | $4,045,630 | +9.9% | 13,476 | +5.1% | 0.53% | +3.3% |
PEP | Buy | PEPSICO INC COMstock | $3,760,551 | -4.7% | 22,194 | +4.2% | 0.49% | -10.5% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $3,729,196 | +1.3% | 15,875 | +5.1% | 0.49% | -4.9% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $3,522,966 | -0.2% | 54,747 | +4.7% | 0.46% | -6.3% |
IWX | Sell | ISHARES RUSSELL TOP 200 VALUE ETFetf | $3,412,694 | -3.6% | 52,206 | -0.5% | 0.45% | -9.3% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $3,418,632 | -4.6% | 22,222 | -0.0% | 0.45% | -10.4% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $3,330,215 | -6.6% | 41,129 | -6.5% | 0.44% | -12.3% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $3,296,875 | -5.5% | 22,603 | -1.6% | 0.43% | -11.1% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $3,209,445 | -0.1% | 64,798 | +3.9% | 0.42% | -6.2% |
CVX | Sell | CHEVRON CORP NEW COMstock | $3,184,961 | +2.5% | 18,888 | -4.4% | 0.42% | -3.7% |
VOT | Sell | VANGUARD MID-CAP GROWTH ETFetf | $3,171,661 | -12.1% | 16,284 | -7.1% | 0.42% | -17.3% |
SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $3,172,726 | -6.4% | 7,430 | -2.9% | 0.42% | -12.1% |
ABBV | Sell | ABBVIE INC COMstock | $3,146,806 | +2.3% | 21,111 | -7.5% | 0.41% | -3.7% |
TROW | Sell | T ROWE PRICE GROUP INC COMstock | $3,088,422 | -10.4% | 29,450 | -4.3% | 0.40% | -15.8% |
IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $2,987,664 | -4.6% | 11,982 | +0.1% | 0.39% | -10.3% |
MRK | Buy | MERCK & CO INC COMstock | $2,979,580 | -5.6% | 28,942 | +5.8% | 0.39% | -11.4% |
REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $2,981,584 | +14.4% | 3,623 | -0.1% | 0.39% | +7.4% |
BAC | Sell | BANK AMERICA CORP COMstock | $2,912,411 | -4.9% | 106,370 | -0.4% | 0.38% | -10.8% |
AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $2,894,484 | -13.7% | 17,601 | +1.8% | 0.38% | -18.8% |
CRM | Sell | SALESFORCE INC COMstock | $2,840,612 | -5.7% | 30,624 | -0.8% | 0.37% | -11.4% |
HON | Buy | HONEYWELL INTL INC COMstock | $2,787,122 | -10.4% | 15,087 | +0.6% | 0.36% | -15.7% |
GLD | Sell | SPDR GOLD SHARESetf | $2,733,256 | -6.0% | 15,942 | -2.3% | 0.36% | -11.6% |
NKE | Sell | NIKE INC CL Bstock | $2,703,895 | -16.3% | 28,278 | -3.4% | 0.35% | -21.3% |
ABT | Sell | ABBOTT LABS COMstock | $2,671,317 | -13.7% | 27,582 | -2.9% | 0.35% | -18.8% |
JMBS | Buy | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFetf | $2,605,085 | +139.9% | 60,025 | +152.9% | 0.34% | +125.8% |
VICR | Sell | VICOR CORP COMstock | $2,582,915 | +2.6% | 43,860 | -5.9% | 0.34% | -3.7% |
WMT | Sell | WALMART INC COMstock | $2,464,007 | -2.9% | 15,407 | -4.6% | 0.32% | -8.8% |
DHR | Buy | DANAHER CORPORATION COMstock | $2,323,705 | +16.4% | 9,366 | +12.6% | 0.30% | +9.4% |
ORCL | Buy | ORACLE CORP COMstock | $2,299,108 | -10.5% | 21,706 | +0.7% | 0.30% | -15.9% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $2,212,832 | -4.3% | 5,087 | -6.9% | 0.29% | -9.9% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,103,192 | -5.3% | 13,536 | -1.0% | 0.28% | -11.0% |
LOW | Buy | LOWES COS INC COMstock | $2,063,436 | -7.6% | 9,928 | +0.3% | 0.27% | -13.2% |
TJX | Sell | TJX COS INC NEW COMstock | $2,006,724 | -9.4% | 22,578 | -13.6% | 0.26% | -14.9% |
JEPI | Sell | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $1,957,270 | -11.8% | 36,544 | -8.9% | 0.26% | -17.2% |
SYK | Sell | STRYKER CORPORATION COMstock | $1,899,773 | -15.9% | 6,952 | -6.1% | 0.25% | -21.0% |
AVGO | Buy | BROADCOM INC COMstock | $1,886,662 | -2.5% | 2,272 | +1.9% | 0.25% | -8.2% |
TSLA | Buy | TESLA INC COMstock | $1,866,891 | +11.5% | 7,461 | +16.7% | 0.24% | +4.7% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $1,818,822 | +12.5% | 20,122 | +1.0% | 0.24% | +5.8% |
IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $1,802,265 | -5.1% | 17,273 | -0.1% | 0.24% | -10.9% |
FDX | Sell | FEDEX CORP COMstock | $1,769,268 | +6.1% | 6,679 | -0.7% | 0.23% | 0.0% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $1,769,045 | -3.4% | 17,122 | -0.9% | 0.23% | -9.0% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $1,623,154 | -6.8% | 36,607 | -12.7% | 0.21% | -12.8% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,606,572 | -6.0% | 9,090 | -0.4% | 0.21% | -11.8% |
UNP | Sell | UNION PAC CORP COMstock | $1,607,964 | -0.9% | 7,897 | -0.4% | 0.21% | -7.1% |
MKL | Buy | MARKEL GROUP INC COMstock | $1,588,080 | +11.3% | 1,079 | +4.6% | 0.21% | +4.5% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $1,556,286 | -11.1% | 3,805 | +0.1% | 0.20% | -16.4% |
FISV | Sell | FISERV INC COMstock | $1,558,981 | -10.6% | 13,801 | -0.2% | 0.20% | -16.0% |
CSCO | Sell | CISCO SYS INC COMstock | $1,553,382 | +3.4% | 28,895 | -0.5% | 0.20% | -2.9% |
PLD | Sell | PROLOGIS INC. COMreit | $1,541,765 | -14.3% | 13,740 | -6.4% | 0.20% | -19.5% |
IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $1,522,364 | -5.3% | 16,665 | +0.2% | 0.20% | -11.2% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $1,480,252 | -16.0% | 25,504 | -7.5% | 0.19% | -21.1% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $1,460,214 | -4.2% | 24,978 | +9.3% | 0.19% | -9.9% |
BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $1,459,419 | -15.6% | 59,038 | -1.9% | 0.19% | -20.7% |
TXRH | Sell | TEXAS ROADHOUSE INC COMstock | $1,447,112 | -19.9% | 15,058 | -6.4% | 0.19% | -25.0% |
Sell | APOLLO GLOBAL MGMT INC COMstock | $1,428,710 | +16.8% | 15,917 | -0.1% | 0.19% | +10.0% | |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $1,417,326 | -11.9% | 20,423 | -7.4% | 0.19% | -17.0% |
BA | Buy | BOEING CO COMstock | $1,400,797 | -9.2% | 7,308 | +0.1% | 0.18% | -14.9% |
SU | Sell | SUNCOR ENERGY INC NEW COMstock | $1,374,237 | +2.4% | 39,972 | -12.7% | 0.18% | -3.7% |
EOG | Buy | EOG RES INC COMstock | $1,375,346 | +124.9% | 10,850 | +103.0% | 0.18% | +111.8% |
IBDO | Sell | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $1,373,954 | -0.0% | 54,178 | -0.3% | 0.18% | -5.8% |
QQQ | Sell | INVESCO QQQ TRUST SERIES Ietf | $1,344,408 | -9.1% | 3,753 | -6.2% | 0.18% | -14.6% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,320,456 | +3.8% | 19,493 | +0.0% | 0.17% | -2.3% |
INTC | Sell | INTEL CORP COMstock | $1,306,782 | -1.6% | 36,759 | -7.4% | 0.17% | -7.6% |
ADBE | Buy | ADOBE INC COMstock | $1,302,795 | +65.6% | 2,555 | +58.8% | 0.17% | +55.5% |
MDT | Sell | MEDTRONIC PLC SHSstock | $1,301,168 | -15.9% | 16,605 | -5.4% | 0.17% | -20.9% |
NXPI | Sell | NXP SEMICONDUCTORS N V COMstock | $1,289,484 | -8.6% | 6,450 | -6.5% | 0.17% | -14.2% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $1,293,430 | -7.1% | 24,936 | -2.6% | 0.17% | -12.9% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,279,420 | +23.9% | 4,166 | +24.5% | 0.17% | +16.0% |
HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $1,276,556 | -2.3% | 12,909 | -0.4% | 0.17% | -8.2% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $1,223,329 | -7.0% | 11,365 | -2.2% | 0.16% | -12.6% |
PFE | Buy | PFIZER INC COMstock | $1,213,889 | +9.6% | 36,596 | +21.2% | 0.16% | +3.2% |
TMUS | Buy | T-MOBILE US INC COMstock | $1,216,334 | +37.8% | 8,685 | +36.7% | 0.16% | +29.3% |
COP | Sell | CONOCOPHILLIPS COMstock | $1,196,802 | -2.7% | 9,990 | -15.8% | 0.16% | -8.2% |
IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $1,195,498 | +2.6% | 48,342 | +2.2% | 0.16% | -3.7% |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $1,180,458 | +31.3% | 20,248 | +10.6% | 0.16% | +24.0% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $1,179,220 | +60.1% | 13,317 | +70.5% | 0.15% | +49.5% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $1,142,293 | -6.7% | 2,595 | -3.4% | 0.15% | -12.3% |
IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $1,112,670 | -9.8% | 11,796 | -4.7% | 0.15% | -15.1% |
MCD | Sell | MCDONALDS CORP COMstock | $1,099,306 | -21.4% | 4,173 | -10.9% | 0.14% | -26.2% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $1,101,649 | -8.6% | 4,261 | -6.7% | 0.14% | -14.3% |
NTES | Sell | NETEASE INC SPONSORED ADSadr | $1,100,758 | -3.4% | 10,990 | -6.7% | 0.14% | -9.4% |
WPC | Buy | WP CAREY INC COMreit | $1,081,183 | -3.9% | 19,992 | +20.0% | 0.14% | -9.6% |
KO | Buy | COCA COLA CO COMstock | $1,084,221 | -4.5% | 19,368 | +2.7% | 0.14% | -10.1% |
CCI | Sell | CROWN CASTLE INC COMreit | $1,064,603 | -19.3% | 11,568 | -0.1% | 0.14% | -24.5% |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $1,024,951 | +14.6% | 2,658 | +12.5% | 0.13% | +7.2% |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $1,013,509 | +34396.6% | 11,038 | +34393.8% | 0.13% | – |
ZTS | Buy | ZOETIS INC CL Astock | $1,012,042 | +6.1% | 5,817 | +5.1% | 0.13% | -0.8% |
PANW | Sell | PALO ALTO NETWORKS INC COMstock | $1,012,312 | -21.6% | 4,318 | -14.6% | 0.13% | -26.7% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $996,704 | +9.0% | 4,143 | -0.4% | 0.13% | +2.4% |
SCZ | Sell | ISHARES MSCI EAFE SMALL-CAP ETFetf | $964,959 | -5.4% | 17,088 | -1.2% | 0.13% | -11.3% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $944,059 | -0.4% | 13,798 | +2.6% | 0.12% | -6.1% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $945,614 | -36.7% | 16,506 | -18.0% | 0.12% | -40.4% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $945,603 | -1.4% | 23,086 | +1.3% | 0.12% | -7.5% |
ANTM | Buy | ELEVANCE HEALTH INC COMstock | $937,024 | +4.4% | 2,152 | +6.5% | 0.12% | -1.6% |
CSX | Sell | CSX CORP COMstock | $933,693 | -20.1% | 30,364 | -11.4% | 0.12% | -25.2% |
JAAA | Buy | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf | $934,326 | +461.0% | 18,564 | +455.6% | 0.12% | +430.4% |
IBDQ | Sell | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $935,296 | -1.5% | 38,379 | -1.4% | 0.12% | -7.6% |
XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $921,602 | -6.8% | 7,159 | -3.9% | 0.12% | -12.3% |
PAYX | Sell | PAYCHEX INC COMstock | $927,830 | +2.5% | 8,045 | -0.6% | 0.12% | -4.0% |
QCOM | Sell | QUALCOMM INC COMstock | $917,689 | -6.8% | 8,263 | -0.1% | 0.12% | -12.4% |
GDX | Sell | VANECK GOLD MINERS ETFetf | $907,890 | -10.8% | 33,738 | -0.2% | 0.12% | -16.2% |
FIVE | Sell | FIVE BELOW INC COMstock | $901,684 | -18.6% | 5,604 | -0.5% | 0.12% | -23.4% |
Sell | DRAFTKINGS INC NEW COM CL Astock | $893,151 | +9.9% | 30,338 | -0.8% | 0.12% | +3.5% | |
CCJ | Sell | CAMECO CORP COMstock | $896,657 | +25.5% | 22,620 | -0.8% | 0.12% | +17.0% |
MRNA | Buy | MODERNA INC COMstock | $891,496 | -1.2% | 8,631 | +16.3% | 0.12% | -7.1% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $895,985 | +14.2% | 5,353 | +0.2% | 0.12% | +7.3% |
XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $882,064 | -9.1% | 5,381 | -3.6% | 0.12% | -14.8% |
LKQ | Sell | LKQ CORP COMstock | $859,840 | -15.8% | 17,367 | -0.9% | 0.11% | -20.4% |
RTX | Sell | RTX CORPORATION COMstock | $856,165 | -41.3% | 11,896 | -20.1% | 0.11% | -44.8% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $829,367 | -4.8% | 5,911 | -9.2% | 0.11% | -9.9% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $836,110 | +46.2% | 14,188 | +62.4% | 0.11% | +36.2% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $815,259 | -11.0% | 8,806 | -6.2% | 0.11% | -16.4% |
NFLX | Sell | NETFLIX INC COMstock | $820,517 | -32.2% | 18,736 | -3.0% | 0.11% | -36.7% |
MS | Sell | MORGAN STANLEY COM NEWstock | $810,587 | -18.2% | 9,925 | -14.5% | 0.11% | -23.2% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $780,774 | -31.1% | 2,413 | -31.3% | 0.10% | -35.4% |
DOX | Sell | AMDOCS LTD SHSstock | $739,288 | -15.2% | 8,750 | -0.8% | 0.10% | -19.8% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $730,835 | -14.2% | 10,549 | +16.8% | 0.10% | -19.3% |
PSX | Sell | PHILLIPS 66 COMstock | $712,989 | -29.7% | 5,934 | -44.2% | 0.09% | -34.0% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $710,265 | +2.1% | 2,430 | +19.5% | 0.09% | -4.1% |
AEM | Buy | AGNICO EAGLE MINES LTD COMstock | $690,249 | +6.9% | 15,187 | +17.5% | 0.09% | 0.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $689,404 | -19.3% | 1,362 | -16.8% | 0.09% | -24.4% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $673,673 | -3.4% | 6,730 | +9.6% | 0.09% | -9.3% |
Sell | CONSTELLATION ENERGY CORP COMstock | $671,169 | +18.5% | 6,153 | -0.5% | 0.09% | +11.4% | |
VB | Buy | VANGUARD SMALL-CAP ETFetf | $674,479 | -0.2% | 3,567 | +5.0% | 0.09% | -6.4% |
LNG | Buy | CHENIERE ENERGY INC COM NEWstock | $662,014 | +33.2% | 3,989 | +22.2% | 0.09% | +26.1% |
DIS | Sell | DISNEY WALT CO COMstock | $664,610 | -17.0% | 8,200 | -8.5% | 0.09% | -22.3% |
AGI | Sell | ALAMOS GOLD INC NEW COM CL Astock | $662,301 | -5.6% | 58,440 | -0.6% | 0.09% | -11.2% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $656,108 | -30.1% | 20,244 | -19.8% | 0.09% | -34.4% |
EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $654,365 | -9.3% | 5,709 | -4.1% | 0.09% | -14.0% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $652,987 | -29.9% | 17,207 | -27.0% | 0.08% | -34.6% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $639,746 | +62.9% | 6,222 | +80.5% | 0.08% | +52.7% |
DGRS | Buy | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $640,051 | +31.8% | 15,539 | +35.7% | 0.08% | +23.5% |
PNQI | Buy | INVESCO NASDAQ INTERNET ETFetf | $637,837 | -1.9% | 20,790 | +400.0% | 0.08% | -8.8% |
IMCG | Sell | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $624,431 | -6.8% | 10,930 | -0.5% | 0.08% | -11.8% |
QUS | Buy | SPDR MSCI USA STRATEGICFACTORS ETFetf | $615,830 | +4.8% | 5,103 | +6.8% | 0.08% | -1.2% |
FAST | Sell | FASTENAL CO COMstock | $611,094 | -8.5% | 11,184 | -1.2% | 0.08% | -14.0% |
IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $600,836 | -1.0% | 5,953 | +5.1% | 0.08% | -7.1% |
SLV | Sell | ISHARES SILVER TRUSTetf | $604,851 | -3.0% | 29,737 | -0.3% | 0.08% | -9.2% |
AFL | Sell | AFLAC INC COMstock | $604,905 | +9.2% | 7,882 | -0.7% | 0.08% | +2.6% |
PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $577,142 | -21.7% | 4,701 | -19.7% | 0.08% | -26.2% |
SRE | Buy | SEMPRA COMstock | $580,422 | -22.0% | 8,532 | +67.0% | 0.08% | -26.9% |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $579,026 | -3.7% | 70,100 | +1.4% | 0.08% | -9.5% |
PAVE | Buy | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $555,893 | +7.3% | 18,298 | +11.0% | 0.07% | +1.4% |
DE | Sell | DEERE & CO COMstock | $552,747 | -28.7% | 1,465 | -23.4% | 0.07% | -33.3% |
INTU | Sell | INTUIT COMstock | $542,107 | -4.6% | 1,061 | -14.4% | 0.07% | -10.1% |
NEP | Buy | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $534,600 | -32.7% | 18,000 | +33.0% | 0.07% | -36.9% |
EXC | Buy | EXELON CORP COMstock | $529,929 | +1.9% | 14,023 | +9.8% | 0.07% | -4.2% |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $525,622 | -14.5% | 6,949 | -1.4% | 0.07% | -19.8% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $521,533 | +41.8% | 3,496 | +65.5% | 0.07% | +33.3% |
THQ | Sell | TEKLA HEALTHCARE OPPORTUNITIES SHScef | $518,755 | -12.5% | 30,551 | -1.7% | 0.07% | -18.1% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $495,783 | -3.5% | 6,863 | +0.2% | 0.06% | -9.7% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $498,940 | -38.5% | 3,201 | -29.2% | 0.06% | -42.5% |
SHW | Sell | SHERWIN WILLIAMS CO COMstock | $487,656 | -22.6% | 1,912 | -19.5% | 0.06% | -27.3% |
OKE | Buy | ONEOK INC NEW COMstock | $490,314 | +3511.1% | 7,730 | +3413.6% | 0.06% | +3100.0% |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $487,388 | -3.1% | 5,175 | +0.7% | 0.06% | -8.6% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $491,263 | -2.3% | 1,955 | -4.3% | 0.06% | -8.6% |
CI | Sell | THE CIGNA GROUP COMstock | $473,303 | -19.7% | 1,655 | -21.3% | 0.06% | -24.4% |
FDN | Sell | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $450,898 | -2.9% | 2,825 | -0.9% | 0.06% | -9.2% |
DHI | Sell | D R HORTON INC COMstock | $448,902 | -34.0% | 4,177 | -25.2% | 0.06% | -37.9% |
DPZ | Buy | DOMINOS PIZZA INC COMstock | $432,199 | +12.7% | 1,141 | +0.3% | 0.06% | +7.5% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $431,712 | +14.8% | 6,654 | +4.1% | 0.06% | +9.6% |
LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $430,448 | -30.4% | 2,141 | -16.5% | 0.06% | -34.9% |
ACWX | Sell | ISHARES MSCI ACWI EX U.S. ETFetf | $425,205 | -44.4% | 9,045 | -41.8% | 0.06% | -47.7% |
PTC | Sell | PTC INC COMstock | $421,498 | -1.3% | 2,975 | -0.9% | 0.06% | -6.8% |
TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $421,845 | +57.6% | 4,284 | +77.3% | 0.06% | +48.6% |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $406,565 | -6.6% | 3,875 | -3.1% | 0.05% | -13.1% |
VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $408,655 | -11.4% | 1,908 | -5.0% | 0.05% | -17.2% |
STT | Buy | STATE STR CORP COMstock | $401,894 | -7.8% | 6,002 | +0.8% | 0.05% | -13.1% |
BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $400,900 | -23.3% | 2,984 | -21.8% | 0.05% | -28.8% |
MPC | Sell | MARATHON PETE CORP COMstock | $399,250 | -22.2% | 2,638 | -40.0% | 0.05% | -26.8% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $394,603 | +28.4% | 7,373 | +34.5% | 0.05% | +20.9% |
AEE | Sell | AMEREN CORP COMstock | $391,960 | -24.8% | 5,238 | -17.9% | 0.05% | -30.1% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $382,464 | -6.2% | 69,427 | -0.6% | 0.05% | -12.3% |
Buy | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFetf | $384,879 | +20.9% | 16,185 | +20.2% | 0.05% | +13.6% | |
SPGI | Sell | S&P GLOBAL INC COMstock | $380,026 | -36.3% | 1,040 | -30.1% | 0.05% | -39.8% |
TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $380,290 | -9.1% | 6,780 | -4.9% | 0.05% | -13.8% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $371,745 | -29.4% | 9,098 | -26.3% | 0.05% | -32.9% |
Sell | ENOVIX CORPORATION COMstock | $364,000 | -30.5% | 29,004 | -0.1% | 0.05% | -34.2% | |
IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $366,503 | -1.5% | 2,997 | +2.3% | 0.05% | -7.7% |
EQIX | Sell | EQUINIX INC COMreit | $355,867 | -29.8% | 490 | -24.3% | 0.05% | -33.8% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $357,806 | -2.4% | 4,054 | -0.8% | 0.05% | -7.8% |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $358,388 | -7.8% | 3,317 | -1.5% | 0.05% | -13.0% |
LGFB | Sell | LIONS GATE ENTMNT CORP CL B NON VTGstock | $352,836 | -7.8% | 44,833 | -2.2% | 0.05% | -13.2% |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $341,844 | +48.9% | 7,433 | +39.7% | 0.04% | +40.6% |
AOR | Sell | ISHARES CORE GROWTH ALLOCATION ETFetf | $328,377 | -4.2% | 6,646 | -0.2% | 0.04% | -10.4% |
NOW | Sell | SERVICENOW INC COMstock | $331,463 | -5.2% | 593 | -4.7% | 0.04% | -12.2% |
GPN | Sell | GLOBAL PMTS INC COMstock | $318,130 | -19.0% | 2,757 | -30.8% | 0.04% | -23.6% |
QQEW | Buy | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $319,337 | -2.7% | 3,071 | +0.0% | 0.04% | -8.7% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $314,357 | +4.6% | 904 | +5.9% | 0.04% | -2.4% |
MMM | Sell | 3M CO COMstock | $310,444 | -20.8% | 3,316 | -15.3% | 0.04% | -25.5% |
NEOG | Sell | NEOGEN CORP COMstock | $296,306 | -15.1% | 15,982 | -0.4% | 0.04% | -20.4% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $300,077 | +3.9% | 1,358 | +1.1% | 0.04% | -2.5% |
CRSP | Sell | CRISPR THERAPEUTICS AG NAMEN AKTstock | $300,482 | -19.2% | 6,620 | -0.1% | 0.04% | -25.0% |
SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFetf | $300,770 | -4.1% | 3,343 | -0.1% | 0.04% | -11.4% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $295,291 | -38.6% | 2,847 | -36.3% | 0.04% | -41.8% |
PPG | Sell | PPG INDS INC COMstock | $295,295 | -42.0% | 2,275 | -33.8% | 0.04% | -45.1% |
TXN | Sell | TEXAS INSTRS INC COMstock | $291,147 | -30.8% | 1,831 | -21.6% | 0.04% | -35.6% |
XSD | Buy | SPDR S&P SEMICONDUCTOR ETFetf | $291,373 | -11.4% | 1,487 | +0.1% | 0.04% | -17.4% |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $280,571 | -22.6% | 3,730 | -13.4% | 0.04% | -27.5% |
FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $285,754 | +11.8% | 1,845 | -5.1% | 0.04% | +2.8% |
QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFetf | $278,472 | -55.9% | 2,113 | -54.9% | 0.04% | -59.1% |
COF | Sell | CAPITAL ONE FINL CORP COMstock | $274,749 | -47.8% | 2,831 | -41.2% | 0.04% | -50.7% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $265,445 | +11.3% | 640 | +18.5% | 0.04% | +6.1% |
FDIS | Buy | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFetf | $267,408 | -4.7% | 3,828 | +0.0% | 0.04% | -10.3% |
APD | Sell | AIR PRODS & CHEMS INC COMstock | $262,428 | -39.9% | 926 | -36.5% | 0.03% | -44.3% |
GIS | Buy | GENERAL MLS INC COMstock | $260,567 | -15.4% | 4,072 | +1.4% | 0.03% | -20.9% |
XMHQ | Sell | INVESCO S&P MIDCAP QUALITY ETFetf | $263,124 | -0.7% | 3,267 | -0.5% | 0.03% | -8.1% |
OIH | Buy | VANECK OIL SERVICES ETFetf | $250,154 | +42.6% | 725 | +18.9% | 0.03% | +37.5% |
SHOP | Sell | SHOPIFY INC CL Astock | $243,109 | -60.0% | 4,455 | -52.7% | 0.03% | -62.4% |
FDS | Buy | FACTSET RESH SYS INC COMstock | $242,679 | +12.2% | 555 | +2.8% | 0.03% | +6.7% |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $237,297 | +132.8% | 490 | +131.1% | 0.03% | +121.4% |
Buy | GENERAL ELECTRIC CO COM NEWstock | $233,924 | +4.5% | 2,116 | +3.8% | 0.03% | 0.0% | |
MO | Sell | ALTRIA GROUP INC COMstock | $228,247 | -7.3% | 5,428 | -0.1% | 0.03% | -11.8% |
SNOW | Sell | SNOWFLAKE INC CL Astock | $227,933 | -34.3% | 1,492 | -24.3% | 0.03% | -37.5% |
RJF | Sell | RAYMOND JAMES FINL INC COMstock | $232,696 | -42.1% | 2,317 | -40.2% | 0.03% | -46.4% |
EIX | Sell | EDISON INTL COMstock | $228,730 | -8.9% | 3,614 | -0.1% | 0.03% | -14.3% |
CL | Buy | COLGATE PALMOLIVE CO COMstock | $220,228 | -7.2% | 3,097 | +0.5% | 0.03% | -12.1% |
GLW | Sell | CORNING INC COMstock | $220,603 | -35.7% | 7,240 | -26.0% | 0.03% | -39.6% |
IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $215,891 | -0.6% | 3,599 | +3.7% | 0.03% | -6.7% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $216,623 | -48.0% | 1,100 | -40.1% | 0.03% | -51.7% |
DRI | Sell | DARDEN RESTAURANTS INC COMstock | $214,973 | -53.0% | 1,501 | -45.1% | 0.03% | -56.2% |
TGT | Sell | TARGET CORP COMstock | $208,203 | -20.1% | 1,883 | -4.7% | 0.03% | -25.0% |
CVS | Sell | CVS HEALTH CORP COMstock | $202,718 | -30.5% | 2,903 | -31.2% | 0.03% | -34.1% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUSTetf | $207,315 | -5.7% | 454 | -1.1% | 0.03% | -12.9% |
BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $203,109 | -1.5% | 2,702 | -1.0% | 0.03% | -6.9% |
CMI | Sell | CUMMINS INC COMstock | $200,359 | -46.4% | 877 | -42.5% | 0.03% | -50.0% |
ULTA | Buy | ULTA BEAUTY INC COMstock | $201,323 | +62.7% | 504 | +91.6% | 0.03% | +52.9% |
DLTR | Sell | DOLLAR TREE INC COMstock | $202,255 | -26.8% | 1,900 | -1.3% | 0.03% | -31.6% |
NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $189,969 | +6.2% | 1,865 | +5.2% | 0.02% | 0.0% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $181,997 | -50.3% | 1,846 | -44.2% | 0.02% | -52.9% |
DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $181,344 | -14.3% | 1,216 | -0.3% | 0.02% | -17.2% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $182,142 | -63.2% | 2,096 | -57.3% | 0.02% | -65.2% |
HSY | Sell | HERSHEY CO COMstock | $180,272 | -20.0% | 901 | -0.1% | 0.02% | -22.6% |
SYY | Sell | SYSCO CORP COMstock | $174,108 | -60.5% | 2,636 | -55.6% | 0.02% | -62.3% |
SOFI | Sell | SOFI TECHNOLOGIES INC COMstock | $178,177 | -9.5% | 22,300 | -5.6% | 0.02% | -14.8% |
ENB | Buy | ENBRIDGE INC COMstock | $178,060 | -1.5% | 5,343 | +10.1% | 0.02% | -8.0% |
IDXX | Buy | IDEXX LABS INC COMstock | $165,725 | +1274.9% | 379 | +1479.2% | 0.02% | +1000.0% |
APH | Buy | AMPHENOL CORP NEW CL Astock | $164,704 | +1764.2% | 1,961 | +1785.6% | 0.02% | +2100.0% |
CRL | Buy | CHARLES RIV LABS INTL INC COMstock | $169,327 | +141.1% | 864 | +158.7% | 0.02% | +120.0% |
ALL | Sell | ALLSTATE CORP COMstock | $164,887 | +2.1% | 1,480 | -0.1% | 0.02% | 0.0% |
IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $167,011 | +7.6% | 6,501 | +7.9% | 0.02% | 0.0% |
CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $167,146 | +35.1% | 3,028 | +21.7% | 0.02% | +29.4% |
CTAS | Buy | CINTAS CORP COMstock | $160,176 | +35.4% | 333 | +39.9% | 0.02% | +31.2% |
RBLX | Sell | ROBLOX CORP CL Astock | $163,363 | -51.1% | 5,641 | -31.9% | 0.02% | -55.3% |
WM | Buy | WASTE MGMT INC DEL COMstock | $150,916 | -10.7% | 990 | +1.5% | 0.02% | -16.7% |
DGRW | Sell | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $149,011 | -12.9% | 2,347 | -8.5% | 0.02% | -16.7% |
ILCG | Sell | ISHARES MORNINGSTAR GROWTH ETFetf | $143,160 | -14.2% | 2,400 | -10.3% | 0.02% | -17.4% |
IQV | Sell | IQVIA HLDGS INC COMstock | $145,398 | -20.3% | 739 | -9.0% | 0.02% | -24.0% |
CNC | Sell | CENTENE CORP DEL COMstock | $145,681 | -2.0% | 2,115 | -4.1% | 0.02% | -9.5% |
RYH | Buy | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $147,960 | -8.1% | 5,400 | +900.0% | 0.02% | -13.6% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $145,923 | +7.8% | 2,908 | +7.7% | 0.02% | 0.0% |
BCE | Sell | BCE INC COM NEWstock | $140,122 | -31.8% | 3,671 | -18.5% | 0.02% | -37.9% |
EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $136,832 | -16.2% | 2,098 | -13.3% | 0.02% | -21.7% |
SO | Sell | SOUTHERN CO COMstock | $136,887 | -12.1% | 2,115 | -4.6% | 0.02% | -18.2% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $132,752 | -28.2% | 1,653 | -20.5% | 0.02% | -34.6% |
DXCM | Sell | DEXCOM INC COMstock | $129,967 | -58.6% | 1,393 | -43.0% | 0.02% | -61.4% |
DOW | Buy | DOW INC COMstock | $126,965 | +10.5% | 2,462 | +14.1% | 0.02% | +6.2% |
HLNE | Sell | HAMILTON LANE INC CL Astock | $123,993 | -33.9% | 1,371 | -41.6% | 0.02% | -38.5% |
CB | Sell | CHUBB LIMITED COMstock | $122,618 | -41.5% | 589 | -45.9% | 0.02% | -44.8% |
HEIA | Sell | HEICO CORP NEW CL Astock | $124,051 | -8.4% | 960 | -0.3% | 0.02% | -15.8% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $125,816 | -4.0% | 944 | -9.5% | 0.02% | -11.1% |
T | Sell | AT&T INC COMstock | $125,357 | -16.0% | 8,346 | -10.8% | 0.02% | -23.8% |
New | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFetf | $120,488 | – | 3,213 | – | 0.02% | – | |
OMF | Sell | ONEMAIN HLDGS INC COMstock | $118,815 | -10.5% | 2,964 | -2.5% | 0.02% | -11.1% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $112,108 | -23.4% | 999 | -0.6% | 0.02% | -25.0% |
Sell | ATLASSIAN CORPORATION CL Astock | $116,271 | -32.7% | 577 | -43.9% | 0.02% | -37.5% | |
TECH | Buy | BIO-TECHNE CORP COMstock | $115,719 | +12.9% | 1,700 | +35.4% | 0.02% | +7.1% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $116,116 | -56.6% | 1,098 | -30.3% | 0.02% | -59.5% |
PTF | Buy | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETFetf | $113,738 | -18.7% | 2,575 | +171.1% | 0.02% | -21.1% |
NPV | Sell | NUVEEN VIRGINIA QLTY MUNCPL FD COMcef | $111,036 | -30.8% | 11,688 | -21.5% | 0.02% | -31.8% |
Sell | CANADIAN PACIFIC KANSAS CITY COMstock | $108,798 | -38.6% | 1,457 | -33.6% | 0.01% | -44.0% | |
ROST | Sell | ROSS STORES INC COMstock | $106,173 | +0.2% | 940 | -0.5% | 0.01% | -6.7% |
DVN | Buy | DEVON ENERGY CORP NEW COMstock | $97,165 | +6.0% | 2,037 | +7.4% | 0.01% | 0.0% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $99,307 | -61.4% | 1,360 | -56.0% | 0.01% | -63.9% |
SBAC | Sell | SBA COMMUNICATIONS CORP NEW CL Areit | $98,684 | -59.9% | 493 | -53.5% | 0.01% | -61.8% |
GSHD | Sell | GOOSEHEAD INS INC COM CL Astock | $99,125 | +1.8% | 1,330 | -14.1% | 0.01% | -7.1% |
MUSA | Buy | MURPHY USA INC COMstock | $93,976 | +38.6% | 275 | +26.1% | 0.01% | +33.3% |
Sell | SHELL PLC SPON ADSadr | $89,681 | -25.2% | 1,393 | -29.8% | 0.01% | -29.4% | |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $89,823 | +75.3% | 781 | +86.8% | 0.01% | +71.4% |
AMAT | Sell | APPLIED MATLS INC COMstock | $94,533 | -57.6% | 683 | -55.8% | 0.01% | -61.3% |
SITE | Sell | SITEONE LANDSCAPE SUPPLY INC COMstock | $92,349 | -17.3% | 565 | -15.3% | 0.01% | -25.0% |
EBAY | Sell | EBAY INC. COMstock | $91,399 | -2.3% | 2,073 | -1.0% | 0.01% | -7.7% |
NOVT | Buy | NOVANTA INC COMstock | $92,519 | -9.9% | 645 | +15.6% | 0.01% | -14.3% |
KNSL | Sell | KINSALE CAP GROUP INC COMstock | $81,169 | -7.7% | 196 | -16.6% | 0.01% | -8.3% |
DOV | Sell | DOVER CORP COMstock | $82,590 | -76.9% | 592 | -75.5% | 0.01% | -78.0% |
DD | Sell | DUPONT DE NEMOURS INC COMstock | $87,196 | +4.1% | 1,169 | -0.3% | 0.01% | -8.3% |
RYT | Buy | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFetf | $85,295 | -4.3% | 3,030 | +900.0% | 0.01% | -8.3% |
AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $87,645 | -95.8% | 932 | -95.6% | 0.01% | -96.2% |
INFY | Sell | INFOSYS LTD SPONSORED ADRadr | $81,204 | -32.5% | 4,746 | -36.6% | 0.01% | -35.3% |
ANSS | Sell | ANSYS INC COMstock | $84,207 | -70.4% | 283 | -67.2% | 0.01% | -72.5% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $85,779 | -9.1% | 1,962 | -4.0% | 0.01% | -15.4% |
JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $84,870 | +9.2% | 1,595 | +39.8% | 0.01% | 0.0% |
LMBS | Buy | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $80,780 | +21.9% | 1,710 | +23.0% | 0.01% | +22.2% |
MMC | Sell | MARSH & MCLENNAN COS INC COMstock | $81,258 | -69.6% | 427 | -69.9% | 0.01% | -70.3% |
AIZ | Buy | ASSURANT INC COMstock | $75,092 | +2496.5% | 523 | +2173.9% | 0.01% | – |
IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $73,223 | +1.0% | 1,675 | +5.1% | 0.01% | 0.0% |
JKHY | Sell | HENRY JACK & ASSOC INC COMstock | $75,570 | -12.0% | 500 | -2.5% | 0.01% | -16.7% |
SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $73,963 | +41.6% | 2,109 | +49.7% | 0.01% | +42.9% |
WNS | Sell | WNS HLDGS LTD SPON ADRadr | $78,661 | -48.2% | 1,149 | -44.3% | 0.01% | -52.4% |
New | INNOVATOR PREMIUM INCOME 10 BARRIER ETF - JULYetf | $73,325 | – | 3,012 | – | 0.01% | – | |
KAI | Sell | KADANT INC COMstock | $73,529 | -44.1% | 326 | -44.9% | 0.01% | -44.4% |
WSC | Sell | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $78,605 | -23.1% | 1,890 | -11.6% | 0.01% | -28.6% |
CC | Sell | CHEMOURS CO COMstock | $76,296 | -33.7% | 2,720 | -12.8% | 0.01% | -37.5% |
AME | New | AMETEK INC COMstock | $73,584 | – | 498 | – | 0.01% | – |
Buy | DIMENSIONAL INTERNATIONAL VALUE ETFetf | $75,026 | +14.2% | 2,300 | +15.0% | 0.01% | +11.1% | |
SPT | Sell | SPROUT SOCIAL INC COM CL Astock | $74,122 | -22.5% | 1,486 | -28.3% | 0.01% | -23.1% |
ABNB | Sell | AIRBNB INC COM CL Astock | $72,721 | -10.1% | 530 | -16.0% | 0.01% | -9.1% |
SCHW | Sell | SCHWAB CHARLES CORP COMstock | $68,708 | -60.6% | 7,370 | -19.8% | 0.01% | -62.5% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $69,680 | +1.2% | 683 | +7.2% | 0.01% | -10.0% |
MBB | Sell | ISHARES MBS ETFetf | $68,820 | -10.9% | 775 | -6.4% | 0.01% | -18.2% |
IHIT | Sell | INVESCO HIG INCM 2023 TARG TRM COMcef | $68,066 | -42.3% | 9,995 | -37.1% | 0.01% | -43.8% |
ALB | Sell | ALBEMARLE CORP COMstock | $67,506 | -71.3% | 397 | -62.3% | 0.01% | -72.7% |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $64,997 | -13.4% | 398 | -7.9% | 0.01% | -10.0% |
AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFetf | $70,930 | -2.3% | 1,822 | +1.4% | 0.01% | -10.0% |
USB | Sell | US BANCORP DEL COM NEWstock | $65,657 | -60.4% | 1,986 | -60.4% | 0.01% | -60.9% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $71,525 | +56.2% | 1,025 | +62.7% | 0.01% | +50.0% |
EXP | Buy | EAGLE MATLS INC COMstock | $69,605 | +17.0% | 418 | +31.0% | 0.01% | +12.5% |
D | Sell | DOMINION ENERGY INC COMstock | $70,355 | -54.3% | 1,575 | -47.0% | 0.01% | -57.1% |
MANH | Sell | MANHATTAN ASSOCIATES INC COMstock | $65,623 | -20.7% | 332 | -19.8% | 0.01% | -25.0% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $69,223 | -7.8% | 1,006 | -0.6% | 0.01% | -10.0% |
CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $72,398 | +2.1% | 2,055 | +0.5% | 0.01% | -10.0% |
MOS | Sell | MOSAIC CO NEW COMstock | $66,929 | -12.2% | 1,880 | -13.7% | 0.01% | -18.2% |
WK | Sell | WORKIVA INC COM CL Astock | $70,837 | -40.9% | 699 | -40.7% | 0.01% | -47.1% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $66,519 | -87.1% | 113 | -84.1% | 0.01% | -87.5% |
ARES | Buy | ARES MANAGEMENT CORPORATION CL A COM STKstock | $66,557 | +25.6% | 647 | +17.6% | 0.01% | +28.6% |
NTLA | Sell | INTELLIA THERAPEUTICS INC COMstock | $63,240 | -23.2% | 2,000 | -1.0% | 0.01% | -27.3% |
Sell | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $64,086 | -21.5% | 3,407 | -16.5% | 0.01% | -27.3% | |
PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $64,913 | -2.8% | 2,040 | +400.0% | 0.01% | -11.1% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $63,554 | -11.3% | 365 | -0.3% | 0.01% | -20.0% |
IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $58,251 | – | 636 | – | 0.01% | – |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $62,150 | -32.6% | 2,296 | -9.9% | 0.01% | -38.5% |
CTVA | Sell | CORTEVA INC COMstock | $59,090 | -11.3% | 1,155 | -0.6% | 0.01% | -11.1% |
UL | Sell | UNILEVER PLC SPON ADR NEWadr | $61,997 | -78.4% | 1,255 | -77.2% | 0.01% | -80.0% |
KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $63,073 | +3.0% | 1,510 | +0.7% | 0.01% | -11.1% |
WEN | Sell | WENDYS CO COMstock | $62,251 | -33.2% | 3,050 | -28.8% | 0.01% | -38.5% |
QQXT | Buy | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUNDetf | $60,016 | -3.5% | 738 | +0.1% | 0.01% | -11.1% |
WMB | Sell | WILLIAMS COS INC COMstock | $62,967 | -7.5% | 1,869 | -10.4% | 0.01% | -11.1% |
A | Sell | AGILENT TECHNOLOGIES INC COMstock | $53,674 | -73.7% | 480 | -71.7% | 0.01% | -75.0% |
VLO | Buy | VALERO ENERGY CORP COMstock | $54,983 | +632.4% | 388 | +506.2% | 0.01% | +600.0% |
VAW | Sell | VANGUARD MATERIALS ETFetf | $54,689 | -58.1% | 317 | -55.8% | 0.01% | -61.1% |
TLT | Buy | ISHARES 20 PLUS YEAR TREASURY BOND ETFetf | $52,238 | +4.6% | 589 | +21.4% | 0.01% | 0.0% |
SSD | Sell | SIMPSON MFG INC COMstock | $50,336 | -17.8% | 336 | -24.0% | 0.01% | -22.2% |
GMED | New | GLOBUS MED INC CL Astock | $55,856 | – | 1,125 | – | 0.01% | – |
ECL | Buy | ECOLAB INC COMstock | $56,241 | +72.1% | 332 | +89.7% | 0.01% | +40.0% |
MORN | New | MORNINGSTAR INC COMstock | $52,001 | – | 222 | – | 0.01% | – |
CPRT | Buy | COPART INC COMstock | $50,846 | -5.5% | 1,180 | +100.0% | 0.01% | 0.0% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $51,540 | -23.7% | 1,083 | -21.0% | 0.01% | -22.2% |
FTGC | Sell | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $50,653 | +0.2% | 2,111 | -5.0% | 0.01% | 0.0% |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $47,653 | -51.2% | 2,745 | -41.5% | 0.01% | -57.1% |
DOCU | Sell | DOCUSIGN INC COMstock | $42,420 | -18.4% | 1,010 | -0.7% | 0.01% | -14.3% |
New | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFetf | $44,534 | – | 1,795 | – | 0.01% | – | |
FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $44,119 | -41.7% | 599 | -40.6% | 0.01% | -45.5% |
VTR | Sell | VENTAS INC COMreit | $45,711 | -48.3% | 1,085 | -42.0% | 0.01% | -50.0% |
SEIC | Sell | SEI INVTS CO COMstock | $48,184 | -0.2% | 800 | -1.2% | 0.01% | -14.3% |
AOA | Sell | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $49,647 | -4.7% | 782 | -0.4% | 0.01% | -14.3% |
C | Sell | CITIGROUP INC COM NEWstock | $46,518 | -58.8% | 1,131 | -53.9% | 0.01% | -62.5% |
Buy | JOBY AVIATION INC COMMON STOCKstock | $43,860 | +256.2% | 6,800 | +466.7% | 0.01% | +200.0% | |
CAH | Sell | CARDINAL HEALTH INC COMstock | $44,365 | -9.1% | 511 | -1.0% | 0.01% | -14.3% |
New | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULYetf | $49,565 | – | 2,020 | – | 0.01% | – | |
ADI | Sell | ANALOG DEVICES INC COMstock | $46,749 | -81.2% | 267 | -79.0% | 0.01% | -82.9% |
Buy | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $45,383 | -15.0% | 667 | +1.5% | 0.01% | -14.3% | |
New | FORTREA HLDGS INC COMMON STOCKstock | $36,967 | – | 1,293 | – | 0.01% | – | |
WDAY | Sell | WORKDAY INC CL Astock | $39,532 | -69.9% | 184 | -68.4% | 0.01% | -72.2% |
FTV | Buy | FORTIVE CORP COMstock | $39,898 | +73.3% | 538 | +74.7% | 0.01% | +66.7% |
ABCM | Sell | ABCAM PLC ADSadr | $41,798 | -57.0% | 1,847 | -53.5% | 0.01% | -64.3% |
AJG | Sell | GALLAGHER ARTHUR J & CO COMstock | $40,344 | -66.8% | 177 | -68.0% | 0.01% | -70.6% |
GL | Sell | GLOBE LIFE INC COMstock | $35,120 | -10.3% | 323 | -9.5% | 0.01% | 0.0% |
MTB | Sell | M & T BK CORP COMstock | $41,096 | -6.5% | 325 | -8.5% | 0.01% | -16.7% |
ADSK | Sell | AUTODESK INC COMstock | $28,347 | -3.1% | 137 | -4.2% | 0.00% | 0.0% |
GM | Sell | GENERAL MTRS CO COMstock | $33,662 | -16.3% | 1,021 | -2.1% | 0.00% | -33.3% |
WDIV | Buy | SPDR S&P GLOBAL DIVIDEND ETFetf | $29,199 | +41.3% | 535 | +48.6% | 0.00% | +33.3% |
VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $31,914 | -75.6% | 675 | -75.5% | 0.00% | -77.8% |
F | Sell | FORD MTR CO DEL COMstock | $30,963 | -21.3% | 2,493 | -4.1% | 0.00% | -20.0% |
CAC | Sell | CAMDEN NATL CORP COMstock | $32,792 | -27.6% | 1,162 | -20.5% | 0.00% | -33.3% |
AFMD | Sell | AFFIMED N V COMstock | $29,009 | -22.0% | 60,700 | -2.4% | 0.00% | -20.0% |
RDVY | New | FIRST TRUST RISING DIVIDEND ACHIEVERS ETFetf | $29,408 | – | 640 | – | 0.00% | – |
MET | Sell | METLIFE INC COMstock | $32,587 | -68.5% | 518 | -71.7% | 0.00% | -71.4% |
SCHP | Buy | SCHWAB US TIPS ETFetf | $28,375 | -0.9% | 562 | +2.9% | 0.00% | 0.0% |
New | CORE & MAIN INC CL Astock | $32,716 | – | 1,134 | – | 0.00% | – | |
AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $30,906 | -56.1% | 510 | -58.3% | 0.00% | -60.0% |
FSLR | New | FIRST SOLAR INC COMstock | $32,318 | – | 200 | – | 0.00% | – |
FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $28,519 | -6.2% | 516 | -7.2% | 0.00% | 0.0% |
DVA | New | DAVITA INC COMstock | $34,031 | – | 360 | – | 0.00% | – |
Sell | LINDE PLC SHSstock | $33,884 | -88.0% | 91 | -87.8% | 0.00% | -89.7% | |
ODFL | Sell | OLD DOMINION FREIGHT LINE INC COMstock | $21,275 | +2.7% | 52 | -7.1% | 0.00% | 0.0% |
AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $25,395 | -0.3% | 375 | +5.3% | 0.00% | -25.0% |
AVB | Sell | AVALONBAY CMNTYS INC COMreit | $24,215 | -45.3% | 141 | -39.7% | 0.00% | -50.0% |
AXON | Buy | AXON ENTERPRISE INC COMstock | $19,899 | +919.9% | 100 | +900.0% | 0.00% | – |
BP | Sell | BP PLC SPONSORED ADRadr | $20,444 | -94.3% | 528 | -94.8% | 0.00% | -94.0% |
BR | Sell | BROADRIDGE FINL SOLUTIONS INC COMstock | $22,381 | -82.1% | 125 | -83.4% | 0.00% | -82.4% |
BRKS | Sell | AZENTA INC COMstock | $19,925 | -71.8% | 397 | -73.8% | 0.00% | -70.0% |
CNI | Buy | CANADIAN NATL RY CO COMstock | $21,666 | +7.8% | 200 | +20.5% | 0.00% | 0.0% |
ET | Sell | ENERGY TRANSFER L P COM UT LTD PTNstock | $24,553 | -5.7% | 1,750 | -14.6% | 0.00% | -25.0% |
CIBR | Buy | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $20,898 | +67.3% | 460 | +67.3% | 0.00% | +50.0% |
FDIV | Buy | FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETFetf | $26,621 | +5.3% | 623 | +8.5% | 0.00% | -25.0% |
FCVT | Sell | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETFetf | $26,410 | -19.1% | 850 | -15.0% | 0.00% | -40.0% |
GILD | Buy | GILEAD SCIENCES INC COMstock | $24,356 | +65.5% | 325 | +70.2% | 0.00% | +50.0% |
IEX | Sell | IDEX CORP COMstock | $19,138 | -5.4% | 92 | -2.1% | 0.00% | 0.0% |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $22,884 | -87.3% | 208 | -87.0% | 0.00% | -88.0% |
IRM | Buy | IRON MTN INC DEL COMreit | $24,791 | +101.1% | 417 | +92.2% | 0.00% | +50.0% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $25,639 | +5.2% | 524 | +5.2% | 0.00% | 0.0% |
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $24,854 | -12.9% | 288 | -3.7% | 0.00% | -25.0% |
KBH | Sell | KB HOME COMstock | $23,140 | -79.9% | 500 | -77.5% | 0.00% | -81.2% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $24,323 | +13.0% | 1,467 | +17.4% | 0.00% | 0.0% |
MAS | Sell | MASCO CORP COMstock | $24,053 | -88.9% | 450 | -88.1% | 0.00% | -90.0% |
NVO | Buy | NOVO-NORDISK A S ADRadr | $20,734 | +23.2% | 228 | +119.2% | 0.00% | +50.0% |
NAD | Sell | NUVEEN QUALITY MUNCP INCOME FD COMcef | $22,845 | -76.1% | 2,253 | -73.4% | 0.00% | -76.9% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $23,032 | -58.5% | 230 | -58.6% | 0.00% | -62.5% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $26,008 | -74.0% | 457 | -71.4% | 0.00% | -78.6% |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $19,635 | -17.1% | 1,808 | -4.2% | 0.00% | 0.0% | |
ETN | Sell | EATON CORP PLC SHSstock | $24,314 | -92.0% | 114 | -92.4% | 0.00% | -92.9% |
WLTW | Sell | WILLIS TOWERS WATSON PLC LTD SHSstock | $19,433 | -13.1% | 93 | -2.1% | 0.00% | 0.0% |
IEP | Buy | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $15,508 | -28.6% | 784 | +4.8% | 0.00% | -33.3% |
HOLX | Sell | HOLOGIC INC COMstock | $13,880 | -44.7% | 200 | -35.5% | 0.00% | -33.3% |
SONY | Sell | SONY GROUP CORP SPONSORED ADRadr | $16,812 | -84.8% | 204 | -83.4% | 0.00% | -86.7% |
JJSF | Sell | J & J SNACK FOODS CORP COMstock | $18,002 | -83.1% | 110 | -83.6% | 0.00% | -86.7% |
EDV | Buy | VANGUARD EXTENDED DURATION TREASURY ETFetf | $18,278 | +92.6% | 261 | +139.4% | 0.00% | +100.0% |
SEE | Sell | SEALED AIR CORP NEW COMstock | $13,144 | -88.5% | 400 | -86.1% | 0.00% | -87.5% |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $12,622 | +2.5% | 345 | +9.5% | 0.00% | 0.0% |
ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $13,335 | -28.7% | 142 | -26.0% | 0.00% | -33.3% |
VEEV | Sell | VEEVA SYS INC CL A COMstock | $13,835 | -47.8% | 68 | -49.3% | 0.00% | -50.0% |
TFLO | New | ISHARES TREASURY FLOATING RATE BOND ETFetf | $12,482 | – | 246 | – | 0.00% | – |
MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $16,607 | -37.1% | 61 | -32.2% | 0.00% | -50.0% |
EQR | Sell | EQUITY RESIDENTIAL SH BEN INTreit | $11,742 | -16.4% | 200 | -6.1% | 0.00% | 0.0% |
EWJ | Sell | ISHARES MSCI JAPAN ETFetf | $15,133 | -8.1% | 251 | -5.6% | 0.00% | 0.0% |
New | DOMA HOLDINGS INC COM NEWstock | $13,005 | – | 2,560 | – | 0.00% | – | |
VTRS | Sell | VIATRIS INC COMstock | $15,322 | -3.6% | 1,554 | -2.4% | 0.00% | 0.0% |
OKTA | Sell | OKTA INC CL Astock | $11,737 | +15.1% | 144 | -2.0% | 0.00% | +100.0% |
EPP | Sell | ISHARES MSCI PACIFIC EX-JAPAN ETFetf | $15,355 | -38.3% | 386 | -34.5% | 0.00% | -33.3% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $14,455 | -88.9% | 100 | -84.9% | 0.00% | -88.9% |
RYU | Buy | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $13,880 | -9.0% | 276 | +100.0% | 0.00% | 0.0% |
KHC | Sell | KRAFT HEINZ CO COMstock | $18,637 | -96.6% | 554 | -96.4% | 0.00% | -97.4% |
TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $12,052 | -83.2% | 200 | -82.7% | 0.00% | -80.0% |
AON | Sell | AON PLC SHS CL Astock | $13,293 | -96.7% | 41 | -96.4% | 0.00% | -96.4% |
New | INNOVATOR EQUITY MANAGED FLOOR ETFetf | $11,918 | – | 465 | – | 0.00% | – | |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $12,854 | -86.7% | 33 | -86.6% | 0.00% | -84.6% |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $13,586 | -78.3% | 206 | -79.6% | 0.00% | -77.8% |
PGR | Sell | PROGRESSIVE CORP COMstock | $17,134 | -92.8% | 123 | -93.2% | 0.00% | -93.9% |
SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $12,376 | -28.2% | 192 | -25.3% | 0.00% | 0.0% |
ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $17,098 | -15.2% | 56 | -1.8% | 0.00% | -33.3% |
ILMN | Sell | ILLUMINA INC COMstock | $11,806 | -43.8% | 86 | -23.2% | 0.00% | -33.3% |
AGNC | Sell | AGNC INVT CORP COMreit | $13,452 | -17.5% | 1,425 | -11.5% | 0.00% | 0.0% |
EQH | Sell | EQUITABLE HLDGS INC COMstock | $6,672 | +0.7% | 235 | -3.7% | 0.00% | 0.0% |
ENV | Sell | ENVESTNET INC COMstock | $11,140 | -61.2% | 253 | -47.7% | 0.00% | -75.0% |
MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $7,943 | -95.4% | 150 | -95.0% | 0.00% | -95.8% |
BAX | Sell | BAXTER INTL INC COMstock | $9,435 | -18.5% | 250 | -1.6% | 0.00% | -50.0% |
New | CRH PLC ORDstock | $7,825 | – | 143 | – | 0.00% | – | |
SNPS | Sell | SYNOPSYS INC COMstock | $8,261 | -96.3% | 18 | -96.5% | 0.00% | -96.8% |
ACMR | New | ACM RESH INC COM CL Astock | $4,526 | – | 250 | – | 0.00% | – |
COMT | Sell | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $9,765 | -13.2% | 335 | -22.6% | 0.00% | -50.0% |
DTE | Sell | DTE ENERGY CO COMstock | $3,872 | -40.3% | 39 | -33.9% | 0.00% | 0.0% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $8,164 | +1.1% | 120 | -6.2% | 0.00% | 0.0% |
VNT | Sell | VONTIER CORPORATION COMstock | $8,348 | -18.0% | 270 | -14.6% | 0.00% | 0.0% |
NXST | New | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $7,312 | – | 51 | – | 0.00% | – |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $6,448 | -5.7% | 68 | -2.9% | 0.00% | 0.0% |
ICLR | Sell | ICON PLC SHSstock | $10,343 | -94.9% | 42 | -94.8% | 0.00% | -96.4% |
WAB | Buy | WABTEC COMstock | $10,202 | -2.1% | 96 | +1.1% | 0.00% | 0.0% |
CMA | Sell | COMERICA INC COMstock | $6,482 | -80.2% | 156 | -79.8% | 0.00% | -80.0% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COMstock | $9,394 | -95.5% | 71 | -94.3% | 0.00% | -96.6% |
LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $6,451 | -2.8% | 70 | -6.7% | 0.00% | 0.0% |
CFG | Sell | CITIZENS FINL GROUP INC COMstock | $5,601 | +0.4% | 209 | -2.3% | 0.00% | 0.0% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $4,261 | -95.3% | 21 | -95.6% | 0.00% | -92.3% |
CVE | Sell | CENOVUS ENERGY INC COMstock | $11,393 | -89.3% | 547 | -91.3% | 0.00% | -93.3% |
ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $6,180 | -95.9% | 66 | -96.3% | 0.00% | -95.2% |
MELI | Sell | MERCADOLIBRE INC COMstock | $11,411 | -88.7% | 9 | -89.4% | 0.00% | -92.9% |
CWST | Sell | CASELLA WASTE SYS INC CL Astock | $5,799 | -93.0% | 76 | -91.7% | 0.00% | -91.7% |
IHTA | Sell | INVESCO HIGH INCOME 2024 TARGE COMcef | $8,946 | -54.7% | 1,289 | -53.8% | 0.00% | -66.7% |
HUM | Sell | HUMANA INC COMstock | $8,271 | +2.8% | 17 | -5.6% | 0.00% | 0.0% |
Buy | KENVUE INC COMstock | $3,835 | +29.6% | 191 | +70.5% | 0.00% | – | |
SQM | New | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER Badr | $7,220 | – | 121 | – | 0.00% | – |
NWL | Sell | NEWELL BRANDS INC COMstock | $11,360 | -8.4% | 1,258 | -11.8% | 0.00% | -50.0% |
COG | Sell | COTERRA ENERGY INC COMstock | $4,490 | -97.0% | 166 | -97.2% | 0.00% | -95.2% |
NVEC | New | NVE CORP COM NEWstock | $4,107 | – | 50 | – | 0.00% | – |
HES | Sell | HESS CORP COMstock | $11,016 | +8.0% | 72 | -4.0% | 0.00% | 0.0% |
HP | Sell | HELMERICH & PAYNE INC COMstock | $4,216 | -94.0% | 100 | -95.0% | 0.00% | -90.0% |
HEDJ | Buy | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $6,636 | -3.5% | 168 | +100.0% | 0.00% | 0.0% |
REMX | Buy | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $4,643 | +86.1% | 70 | +133.3% | 0.00% | – |
WWD | Sell | WOODWARD INC COMstock | $4,970 | -96.1% | 40 | -96.3% | 0.00% | -94.4% |
JBGS | Buy | JBG SMITH PPTYS COMreit | $5,179 | -2.4% | 358 | +1.4% | 0.00% | 0.0% |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $5,225 | -19.0% | 346 | -28.8% | 0.00% | 0.0% | |
HDB | Sell | HDFC BANK LTD SPONSORED ADSadr | $10,091 | -93.5% | 171 | -92.3% | 0.00% | -95.5% |
GWW | Sell | GRAINGER W W INC COMstock | $4,843 | -97.7% | 7 | -97.4% | 0.00% | -96.7% |
CDW | Sell | CDW CORP COMstock | $4,640 | -51.4% | 23 | -55.8% | 0.00% | 0.0% |
GNRC | Sell | GENERAC HLDGS INC COMstock | $5,012 | -44.0% | 46 | -23.3% | 0.00% | 0.0% |
New | SPROTT LITHIUM MINERS ETFetf | $4,730 | – | 324 | – | 0.00% | – | |
IBKR | Sell | INTERACTIVE BROKERS GROUP INC COM CL Astock | $8,656 | -47.9% | 100 | -50.0% | 0.00% | -50.0% |
Sell | BROOKFIELD CORP CL A LTD VT SHstock | $8,228 | -87.5% | 262 | -86.6% | 0.00% | -88.9% | |
FCNCA | Sell | FIRST CTZNS BANCSHARES INC N C CL Astock | $8,281 | -7.8% | 6 | -14.3% | 0.00% | 0.0% |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $8,800 | -3.8% | 201 | +1.0% | 0.00% | 0.0% |
BALT | New | INNOVATOR DEFINED WEALTH SHIELD ETFetf | $5,894 | – | 212 | – | 0.00% | – |
TFC | Sell | TRUIST FINL CORP COMstock | $4,778 | -52.3% | 167 | -49.4% | 0.00% | 0.0% |
FNB | Sell | F N B CORP COMstock | $5,395 | -43.6% | 500 | -40.2% | 0.00% | 0.0% |
ABC | Sell | CENCORA INC COMstock | $6,479 | -97.4% | 36 | -97.3% | 0.00% | -97.1% |
MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $3,921 | +25.2% | 72 | +38.5% | 0.00% | – |
EPRT | New | ESSENTIAL PPTYS RLTY TR INC COMreit | $5,602 | – | 259 | – | 0.00% | – |
ALC | Sell | ALCON AG ORD SHSstock | $4,175 | -97.0% | 54 | -96.8% | 0.00% | -94.7% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $3,196 | -98.0% | 30 | -98.3% | 0.00% | -100.0% |
PGEN | Sell | PRECIGEN INC COMstock | $178 | -11.4% | 125 | -28.6% | 0.00% | – |
FOXA | Exit | FOX CORP CL A COMstock | $0 | – | -11 | – | 0.00% | – |
RTOKY | Sell | RENTOKIL INITIAL PLC SPONSORED ADRadr | $2,334 | -96.9% | 63 | -96.7% | 0.00% | -100.0% |
RSG | Sell | REPUBLIC SVCS INC COMstock | $1,710 | -99.5% | 12 | -99.5% | 0.00% | -100.0% |
PKG | Sell | PACKAGING CORP AMER COMstock | $921 | -99.0% | 6 | -99.1% | 0.00% | -100.0% |
PPBI | Sell | PACIFIC PREMIER BANCORP COMstock | $2,437 | -92.0% | 112 | -92.4% | 0.00% | -100.0% |
OSTK | New | OVERSTOCK COM INC DEL COMstock | $1,978 | – | 125 | – | 0.00% | – |
OSK | Sell | OSHKOSH CORP COMstock | $573 | -88.2% | 6 | -89.3% | 0.00% | -100.0% |
OTEX | Sell | OPEN TEXT CORP COMstock | $3,510 | -91.2% | 100 | -89.6% | 0.00% | -100.0% |
NICE | Sell | NICE LTD SPONSORED ADRadr | $850 | -98.6% | 5 | -98.3% | 0.00% | -100.0% |
NWSA | Sell | NEWS CORP NEW CL Astock | $3,390 | -22.1% | 169 | -24.2% | 0.00% | -100.0% |
SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $52 | – | 2 | – | 0.00% | – |
New | NAVITAS SEMICONDUCTOR CORP COMstock | $3,475 | – | 500 | – | 0.00% | – | |
NNN | Sell | NNN REIT INC COMreit | $459 | -43.5% | 13 | -31.6% | 0.00% | – |
NFG | Sell | NATIONAL FUEL GAS CO COMstock | $363 | -88.0% | 7 | -88.1% | 0.00% | – |
NDAQ | Sell | NASDAQ INC COMstock | $2,867 | -44.7% | 59 | -43.3% | 0.00% | -100.0% |
SNY | Sell | SANOFI SPONSORED ADRadr | $3,808 | -63.2% | 71 | -63.0% | 0.00% | -100.0% |
SAP | Sell | SAP SE SPON ADRadr | $2,974 | -96.5% | 23 | -96.3% | 0.00% | -100.0% |
New | MATTERPORT INC COM CL Acall | $5 | – | 2,200 | – | 0.00% | – | |
New | MATTERPORT INC COM CL Astock | $43 | – | 20 | – | 0.00% | – | |
SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $465 | -99.6% | 9 | -99.5% | 0.00% | -100.0% |
MAT | Buy | MATTEL INC COMstock | $3,371 | +13.5% | 153 | +0.7% | 0.00% | – |
LITE | Sell | LUMENTUM HLDGS INC COMstock | $226 | -99.8% | 5 | -99.7% | 0.00% | -100.0% |
Buy | LUCID GROUP INC COMstock | $2,516 | -13.1% | 450 | +7.1% | 0.00% | – | |
New | LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $509 | – | 20 | – | 0.00% | – | |
New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Cstock | $161 | – | 5 | – | 0.00% | – | |
LADR | New | LADDER CAP CORP CL Areit | $3,263 | – | 318 | – | 0.00% | – |
KEY | Sell | KEYCORP COMstock | $2,755 | -95.4% | 256 | -96.1% | 0.00% | -100.0% |
SNA | Sell | SNAP ON INC COMstock | $2,040 | -98.8% | 8 | -98.6% | 0.00% | -100.0% |
JLL | Sell | JONES LANG LASALLE INC COMstock | $1,553 | -72.3% | 11 | -69.4% | 0.00% | -100.0% |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COMstock | $389 | -86.9% | 3 | -72.7% | 0.00% | – |
SPLK | Sell | SPLUNK INC COMstock | $2,194 | -97.6% | 15 | -98.2% | 0.00% | -100.0% |
SRCL | Sell | STERICYCLE INC COMstock | $805 | -99.1% | 18 | -99.0% | 0.00% | -100.0% |
SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $2,462 | -34.0% | 60 | -33.3% | 0.00% | -100.0% |
SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $1,855 | +10.8% | 116 | +2.7% | 0.00% | – |
EPOL | Buy | ISHARES MSCI POLAND ETFetf | $599 | +140.6% | 35 | +169.2% | 0.00% | – |
GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $1,014 | -92.9% | 46 | -92.6% | 0.00% | -100.0% |
ILF | Buy | ISHARES LATIN AMERICA 40 ETFetf | $690 | +153.7% | 27 | +170.0% | 0.00% | – |
New | IONQ INC COMstock | $2,232 | – | 150 | – | 0.00% | – | |
Sell | TERAWULF INC COMstock | $2,356 | -38.8% | 1,870 | -15.0% | 0.00% | -100.0% | |
TEVA | New | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $10 | – | 1 | – | 0.00% | – |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $3,681 | +320.7% | 54 | +390.9% | 0.00% | – |
Sell | TOAST INC CL Astock | $1,873 | -58.5% | 100 | -50.0% | 0.00% | -100.0% | |
TTE | Sell | TOTALENERGIES SE SPONSORED ADSadr | $2,959 | -97.3% | 45 | -97.7% | 0.00% | -100.0% |
New | TRIPLE FLAG PRECIOUS METAL COMstock | $1,568 | – | 120 | – | 0.00% | – | |
INGR | Sell | INGREDION INC COMstock | $2,460 | -75.3% | 25 | -73.4% | 0.00% | -100.0% |
New | HOWARD HUGHES HOLDINGS INC COMstock | $1,186 | – | 16 | – | 0.00% | – | |
HMC | Sell | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $2,725 | -59.3% | 81 | -63.3% | 0.00% | -100.0% |
X | New | UNITED STATES STL CORP NEW COMstock | $682 | – | 21 | – | 0.00% | – |
U | Sell | UNITY SOFTWARE INC COMstock | $2,919 | -86.7% | 93 | -81.6% | 0.00% | -100.0% |
HIG | Sell | HARTFORD FINL SVCS GROUP INC COMstock | $2,978 | -96.7% | 42 | -96.6% | 0.00% | -100.0% |
HASI | New | HANNON ARMSTRONG SUST INFR CAP COMreit | $3,180 | – | 150 | – | 0.00% | – |
Sell | HALEON PLC SPON ADSadr | $3,749 | -36.6% | 450 | -36.3% | 0.00% | -100.0% | |
Sell | GSK PLC SPONSORED ADRadr | $3,770 | -67.6% | 104 | -68.1% | 0.00% | -100.0% | |
IT | Sell | GARTNER INC COMstock | $344 | -67.3% | 1 | -66.7% | 0.00% | – |
GATX | Sell | GATX CORP COMstock | $2,612 | -98.0% | 24 | -97.7% | 0.00% | -100.0% |
FLGT | New | FULGENT GENETICS INC COMstock | $2,407 | – | 90 | – | 0.00% | – |
FFIV | Sell | F5 INC COMstock | $3,706 | -83.2% | 23 | -84.8% | 0.00% | -100.0% |
Sell | EXCELERATE ENERGY INC CL A COMstock | $1 | -99.6% | 0 | -100.0% | 0.00% | – | |
ETSY | Sell | ETSY INC COMstock | $1,937 | -59.8% | 30 | -47.4% | 0.00% | -100.0% |
EMN | Sell | EASTMAN CHEM CO COMstock | $1,534 | -98.7% | 20 | -98.6% | 0.00% | -100.0% |
New | ESS TECH INC COMMON STOCKstock | $940 | – | 500 | – | 0.00% | – | |
DKS | Sell | DICKS SPORTING GOODS INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
XRAY | Sell | DENTSPLY SIRONA INC COMstock | $2,152 | -98.0% | 63 | -97.6% | 0.00% | -100.0% |
NCZ | New | VIRTUS CONVERTIBLE & INC FD II COMcef | $1,380 | – | 500 | – | 0.00% | – |
CPNG | Sell | COUPANG INC CL Astock | $204 | -99.3% | 12 | -99.3% | 0.00% | -100.0% |
COO | Sell | COOPER COS INC COM NEWstock | $954 | -79.3% | 3 | -75.0% | 0.00% | -100.0% |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $2,497 | -97.7% | 31 | -97.5% | 0.00% | -100.0% |
POR | New | PORTLAND GEN ELEC CO COM NEWstock | $2,307 | – | 57 | – | 0.00% | – |
CCOI | New | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $3,343 | – | 54 | – | 0.00% | – |
CINF | Sell | CINCINNATI FINL CORP COMstock | $1,944 | -4.9% | 19 | -9.5% | 0.00% | – |
New | CAVA GROUP INC COMstock | $3,063 | – | 100 | – | 0.00% | – | |
WIMI | New | WIMI HOLOGRAM CLOUD INC SPON ADS CL Badr | $36 | – | 50 | – | 0.00% | – |
GOEV | New | CANOO INC COM CL Astock | $2 | – | 5 | – | 0.00% | – |
CME | Sell | CME GROUP INC COMstock | $3,003 | -97.9% | 15 | -98.0% | 0.00% | -100.0% |
IGR | New | CBRE GBL REAL ESTATE INC FD COMcef | $2,588 | – | 575 | – | 0.00% | – |
BIO | Sell | BIO RAD LABS INC CL Astock | $3,585 | -97.5% | 10 | -97.3% | 0.00% | -100.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $3,357 | -51.5% | 48 | -52.9% | 0.00% | -100.0% |
BBY | Sell | BEST BUY INC COMstock | $2,084 | -96.8% | 30 | -96.2% | 0.00% | -100.0% |
GOLD | Sell | BARRICK GOLD CORP COMstock | $1,310 | -73.1% | 90 | -68.8% | 0.00% | -100.0% |
ARGX | Sell | ARGENX SE SPONSORED ADRadr | $1,475 | -97.4% | 3 | -97.9% | 0.00% | -100.0% |
APPN | New | APPIAN CORP CL Astock | $3,649 | – | 80 | – | 0.00% | – |
APTV | Sell | APTIV PLC SHSstock | $1,183 | -98.4% | 12 | -98.4% | 0.00% | -100.0% |
ALGT | Sell | ALLEGIANT TRAVEL CO COMstock | $1,537 | -97.6% | 20 | -96.1% | 0.00% | -100.0% |
PBR | New | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $1,499 | – | 100 | – | 0.00% | – |
RCI | Exit | ROGERS COMMUNICATIONS INC CL Bstock | $0 | – | -5 | – | 0.00% | – |
CNDT | Exit | CONDUENT INC COMstock | $0 | – | -40 | – | 0.00% | – |
SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC COMstock | $0 | – | -11 | – | 0.00% | – |
FNF | Exit | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $0 | – | -9 | – | 0.00% | – |
GT | Exit | GOODYEAR TIRE & RUBR CO COMstock | $0 | – | -100 | – | 0.00% | – |
Exit | FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $0 | – | -8 | – | 0.00% | – | |
XRX | Exit | XEROX HOLDINGS CORP COM NEWstock | $0 | – | -50 | – | 0.00% | – |
HHC | Exit | HOWARD HUGHES CORP COMstock | $0 | – | -16 | – | 0.00% | – |
PUK | Exit | PRUDENTIAL PLC ADRadr | $0 | – | -7 | – | 0.00% | – |
MA | Exit | MASTERCARD INCORPORATED CL Acall | $0 | – | -200 | – | 0.00% | – |
PGC | Exit | PEAPACK-GLADSTONE FINL CORP COMstock | $0 | – | -58 | – | 0.00% | – |
RWM | Exit | PROSHARES SHORT RUSSELL2000etf | $0 | – | -40 | – | 0.00% | – |
NAPA | Exit | DUCKHORN PORTFOLIO INC COMstock | $0 | – | -83 | – | 0.00% | – |
LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -20 | – | 0.00% | – |
BTI | Exit | BRITISH AMERN TOB PLC SPONSORED ADRadr | $0 | – | -2 | – | 0.00% | – |
NSA | Exit | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $0 | – | 0 | – | 0.00% | – |
RL | Exit | RALPH LAUREN CORP CL Astock | $0 | – | -3 | – | 0.00% | – |
MSOS | Exit | ADVISORSHARES PURE US CANNABIS ETFetf | $0 | – | -350 | – | 0.00% | – |
YNDX | Exit | YANDEX N V SHS CLASS Astock | $0 | – | -749 | – | 0.00% | – |
RELX | Sell | RELX PLC SPONSORED ADRadr | $2,089 | -99.4% | 62 | -99.4% | 0.00% | -100.0% |
LEA | Exit | LEAR CORP COM NEWstock | $0 | – | -1 | – | 0.00% | – |
VRAY | Exit | VIEWRAY INC COMstock | $0 | – | -50 | – | 0.00% | – |
JFR | Exit | NUVEEN FLOATING RATE INCOME FD COMcef | $0 | – | -3 | – | 0.00% | – |
AFI | Exit | ARMSTRONG FLOORING INC COMstock | $0 | – | -89 | – | 0.00% | – |
UGI | Exit | UGI CORP NEW COMstock | $0 | – | -280 | – | -0.00% | – |
EUFN | Exit | ISHARES MSCI EUROPE FINANCIALS ETFetf | $0 | – | -310 | – | -0.00% | – |
Exit | US TREASURY 3 MONTH BILL ETFetf | $0 | – | -100 | – | -0.00% | – | |
ESRT | Exit | EMPIRE ST RLTY TR INC CL Areit | $0 | – | -570 | – | -0.00% | – |
KSS | Exit | KOHLS CORP COMstock | $0 | – | -200 | – | -0.00% | – |
CRI | Exit | CARTERS INC COMstock | $0 | – | -50 | – | -0.00% | – |
DXJ | Exit | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $0 | – | -85 | – | -0.00% | – |
DISH | Exit | DISH NETWORK CORPORATION CL Astock | $0 | – | -940 | – | -0.00% | – |
PHG | Exit | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $0 | – | -166 | – | -0.00% | – |
JRI | Exit | NUVEEN REAL ASSET INCOME & GRO COMcef | $0 | – | -450 | – | -0.00% | – |
KMPR | Exit | KEMPER CORP COMstock | $0 | – | -305 | – | -0.00% | – |
AWI | Exit | ARMSTRONG WORLD INDS INC NEW COMstock | $0 | – | -178 | – | -0.00% | – |
TBT | Exit | PROSHARES ULTRASHORT 20 YEAR TREASURYetf | $0 | – | -500 | – | -0.00% | – |
BV | Exit | BRIGHTVIEW HLDGS INC COMstock | $0 | – | -2,154 | – | -0.00% | – |
BGNE | Exit | BEIGENE LTD SPONSORED ADRadr | $0 | – | -77 | – | -0.00% | – |
XP | Exit | XP INC CL Astock | $0 | – | -747 | – | -0.00% | – |
Exit | DOMA HOLDINGS INC COM NEWstock | $0 | – | -2,560 | – | -0.00% | – | |
Exit | OMNIAB INC COMstock | $0 | – | -3,052 | – | -0.00% | – | |
BILS | Exit | SPDR BLOOMBERG 3-12 MONTH T-BILL ETFetf | $0 | – | -115 | – | -0.00% | – |
JD | Exit | JD.COM INC SPON ADR CL Aadr | $0 | – | -464 | – | -0.00% | – |
HIBB | Exit | HIBBETT INC COMstock | $0 | – | -441 | – | -0.00% | – |
SRPT | Exit | SAREPTA THERAPEUTICS INC COMstock | $0 | – | -135 | – | -0.00% | – |
CABO | Exit | CABLE ONE INC COMstock | $0 | – | -23 | – | -0.00% | – |
BCPC | Exit | BALCHEM CORP COMstock | $0 | – | -176 | – | -0.00% | – |
SAH | Exit | SONIC AUTOMOTIVE INC CL Astock | $0 | – | -461 | – | -0.00% | – |
NTRS | Exit | NORTHERN TR CORP COMstock | $0 | – | -284 | – | -0.00% | – |
Exit | CONSENSUS CLOUD SOLUTIONS INC COMstock | $0 | – | -657 | – | -0.00% | – | |
ATNI | Exit | ATN INTL INC COMstock | $0 | – | -578 | – | -0.00% | – |
IBTX | Exit | INDEPENDENT BANK GROUP INC COMstock | $0 | – | -704 | – | -0.00% | – |
RYN | Exit | RAYONIER INC COMreit | $0 | – | -600 | – | -0.00% | – |
ZTO | Exit | ZTO EXPRESS CAYMAN INC SPONSORED ADS Aadr | $0 | – | -1,248 | – | -0.00% | – |
Exit | INSTRUCTURE HLDGS INC COMstock | $0 | – | -1,168 | – | -0.00% | – | |
YETI | Exit | YETI HLDGS INC COMstock | $0 | – | -701 | – | -0.00% | – |
B | Exit | BARNES GROUP INC COMstock | $0 | – | -657 | – | -0.00% | – |
INDB | Exit | INDEPENDENT BK CORP MASS COMstock | $0 | – | -688 | – | -0.00% | – |
Exit | COHERENT CORP COMstock | $0 | – | -530 | – | -0.00% | – | |
PAC | Exit | GRUPO AEROPUERTO DEL PACIFICO SPON ADR Badr | $0 | – | -147 | – | -0.00% | – |
LZB | Exit | LA Z BOY INC COMstock | $0 | – | -882 | – | -0.00% | – |
EFSC | Exit | ENTERPRISE FINL SVCS CORP COMstock | $0 | – | -895 | – | -0.01% | – |
EQNR | Exit | EQUINOR ASA SPONSORED ADRadr | $0 | – | -1,255 | – | -0.01% | – |
WCC | Exit | WESCO INTL INC COMstock | $0 | – | -195 | – | -0.01% | – |
LNTH | Exit | LANTHEUS HLDGS INC COMstock | $0 | – | -455 | – | -0.01% | – |
AHH | Exit | ARMADA HOFFLER PPTYS INC COMreit | $0 | – | -2,848 | – | -0.01% | – |
WSBC | Exit | WESBANCO INC COMstock | $0 | – | -1,466 | – | -0.01% | – |
Exit | NU HLDGS LTD ORD SHS CL Astock | $0 | – | -4,666 | – | -0.01% | – | |
EAT | Exit | BRINKER INTL INC COMstock | $0 | – | -915 | – | -0.01% | – |
NEO | Exit | NEOGENOMICS INC COM NEWstock | $0 | – | -2,174 | – | -0.01% | – |
FBNC | Exit | FIRST BANCORP N C COMstock | $0 | – | -1,194 | – | -0.01% | – |
PEB | Exit | PEBBLEBROOK HOTEL TR COMreit | $0 | – | -2,649 | – | -0.01% | – |
AGIO | Exit | AGIOS PHARMACEUTICALS INC COMstock | $0 | – | -1,375 | – | -0.01% | – |
DAN | Exit | DANA INC COMstock | $0 | – | -2,269 | – | -0.01% | – |
TTEK | Exit | TETRA TECH INC NEW COMstock | $0 | – | -201 | – | -0.01% | – |
CHUY | Exit | CHUYS HLDGS INC COMstock | $0 | – | -883 | – | -0.01% | – |
VLY | Exit | VALLEY NATL BANCORP COMstock | $0 | – | -4,951 | – | -0.01% | – |
HUN | Exit | HUNTSMAN CORP COMstock | $0 | – | -1,394 | – | -0.01% | – |
FCPT | Exit | FOUR CORNERS PPTY TR INC COMreit | $0 | – | -1,696 | – | -0.01% | – |
HELE | Exit | HELEN OF TROY LTD COMstock | $0 | – | -366 | – | -0.01% | – |
ESE | Exit | ESCO TECHNOLOGIES INC COMstock | $0 | – | -436 | – | -0.01% | – |
CRY | Exit | ARTIVION INC COMstock | $0 | – | -2,538 | – | -0.01% | – |
Exit | PHILLIPS EDISON & CO INC COMMON STOCKreit | $0 | – | -1,257 | – | -0.01% | – | |
IMAX | Exit | IMAX CORP COMstock | $0 | – | -2,425 | – | -0.01% | – |
ICHR | Exit | ICHOR HOLDINGS SHSstock | $0 | – | -1,186 | – | -0.01% | – |
PRGS | Exit | PROGRESS SOFTWARE CORP COMstock | $0 | – | -759 | – | -0.01% | – |
Exit | ZURN ELKAY WATER SOLNS CORP COMstock | $0 | – | -1,657 | – | -0.01% | – | |
VRNT | Exit | VERINT SYS INC COMstock | $0 | – | -1,148 | – | -0.01% | – |
CHCO | Exit | CITY HLDG CO COMstock | $0 | – | -508 | – | -0.01% | – |
JACK | Exit | JACK IN THE BOX INC COMstock | $0 | – | -460 | – | -0.01% | – |
QTWO | Exit | Q2 HLDGS INC COMstock | $0 | – | -1,427 | – | -0.01% | – |
BRP | Exit | BRP GROUP INC COM CL Astock | $0 | – | -1,784 | – | -0.01% | – |
RPT | Exit | RPT REALTY SH BEN INTreit | $0 | – | -4,269 | – | -0.01% | – |
SMTC | Exit | SEMTECH CORP COMstock | $0 | – | -1,619 | – | -0.01% | – |
KALU | Exit | KAISER ALUMINUM CORP COM PAR $0.01stock | $0 | – | -600 | – | -0.01% | – |
GTLS | Exit | CHART INDS INC COMstock | $0 | – | -248 | – | -0.01% | – |
RBC | Exit | REGAL REXNORD CORPORATION COMstock | $0 | – | -303 | – | -0.01% | – |
ESTE | Exit | EARTHSTONE ENERGY INC CL Astock | $0 | – | -3,171 | – | -0.01% | – |
LXP | Exit | LXP INDUSTRIAL TRUST COMreit | $0 | – | -5,371 | – | -0.01% | – |
UCBI | Exit | UNITED CMNTY BKS BLAIRSVLE GA COMstock | $0 | – | -1,995 | – | -0.01% | – |
BOX | Exit | BOX INC CL Astock | $0 | – | -1,687 | – | -0.01% | – |
DRH | Exit | DIAMONDROCK HOSPITALITY CO COMreit | $0 | – | -6,449 | – | -0.01% | – |
FIBK | Exit | FIRST INTST BANCSYSTEM INC COMstock | $0 | – | -1,973 | – | -0.01% | – |
RPD | Exit | RAPID7 INC COMstock | $0 | – | -1,184 | – | -0.01% | – |
TENB | Exit | TENABLE HLDGS INC COMstock | $0 | – | -1,195 | – | -0.01% | – |
MTSI | Exit | MACOM TECH SOLUTIONS HLDGS INC COMstock | $0 | – | -748 | – | -0.01% | – |
CRH | Exit | CRH PLC ADRadr | $0 | – | -943 | – | -0.01% | – |
OMCL | Exit | OMNICELL COM COMstock | $0 | – | -668 | – | -0.01% | – |
ING | Exit | ING GROEP N.V. SPONSORED ADRadr | $0 | – | -3,949 | – | -0.01% | – |
ITUB | Exit | ITAU UNIBANCO HLDG S A SPON ADR REP PFDadr | $0 | – | -8,132 | – | -0.01% | – |
FFBC | Exit | FIRST FINL BANCORP OH COMstock | $0 | – | -2,366 | – | -0.01% | – |
CMCO | Exit | COLUMBUS MCKINNON CORP N Y COMstock | $0 | – | -1,245 | – | -0.01% | – |
TFII | Exit | TFI INTL INC COMstock | $0 | – | -443 | – | -0.01% | – |
STM | Exit | STMICROELECTRONICS N V NY REGISTRYadr | $0 | – | -1,023 | – | -0.01% | – |
PACB | Exit | PACIFIC BIOSCIENCES CALIF INC COMstock | $0 | – | -3,899 | – | -0.01% | – |
BKH | Exit | BLACK HILLS CORP COMstock | $0 | – | -889 | – | -0.01% | – |
KBR | Exit | KBR INC COMstock | $0 | – | -773 | – | -0.01% | – |
SSB | Exit | SOUTHSTATE CORPORATION COMstock | $0 | – | -766 | – | -0.01% | – |
TVTX | Exit | TRAVERE THERAPEUTICS INC COMstock | $0 | – | -3,249 | – | -0.01% | – |
INSP | Exit | INSPIRE MED SYS INC COMstock | $0 | – | -181 | – | -0.01% | – |
SPSC | Exit | SPS COMM INC COMstock | $0 | – | -315 | – | -0.01% | – |
AMRC | Exit | AMERESCO INC CL Astock | $0 | – | -1,178 | – | -0.01% | – |
MXL | Exit | MAXLINEAR INC COMstock | $0 | – | -1,844 | – | -0.01% | – |
DOC | Exit | PHYSICIANS RLTY TR COMreit | $0 | – | -4,344 | – | -0.01% | – |
YELP | Exit | YELP INC CL Astock | $0 | – | -1,595 | – | -0.01% | – |
VRNS | Exit | VARONIS SYS INC COMstock | $0 | – | -2,161 | – | -0.01% | – |
INSM | Exit | INSMED INC COM PAR $.01stock | $0 | – | -2,745 | – | -0.01% | – |
PTCT | Exit | PTC THERAPEUTICS INC COMstock | $0 | – | -1,418 | – | -0.01% | – |
APLS | Exit | APELLIS PHARMACEUTICALS INC COMstock | $0 | – | -667 | – | -0.01% | – |
ONB | Exit | OLD NATL BANCORP IND COMstock | $0 | – | -4,356 | – | -0.01% | – |
SWAV | Exit | SHOCKWAVE MED INC COMstock | $0 | – | -200 | – | -0.01% | – |
SNCY | Exit | SUN CTRY AIRLS HLDGS INC COMstock | $0 | – | -2,666 | – | -0.01% | – |
WSFS | Exit | WSFS FINL CORP COMstock | $0 | – | -1,672 | – | -0.01% | – |
JCOM | Exit | ZIFF DAVIS INC COMstock | $0 | – | -879 | – | -0.01% | – |
NWE | Exit | NORTHWESTERN CORP COM NEWstock | $0 | – | -1,147 | – | -0.01% | – |
ATRC | Exit | ATRICURE INC COMstock | $0 | – | -1,337 | – | -0.01% | – |
HALO | Exit | HALOZYME THERAPEUTICS INC COMstock | $0 | – | -1,869 | – | -0.01% | – |
ABM | Exit | ABM INDS INC COMstock | $0 | – | -1,575 | – | -0.01% | – |
NEX | Exit | NEXTIER OILFIELD SOLUTIONS COMstock | $0 | – | -7,213 | – | -0.01% | – |
MBUU | Exit | MALIBU BOATS INC COM CL Astock | $0 | – | -1,050 | – | -0.01% | – |
CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -1,140 | – | -0.01% | – |
SR | Exit | SPIRE INC COMstock | $0 | – | -1,043 | – | -0.01% | – |
KWR | Exit | QUAKER HOUGHTON COMstock | $0 | – | -335 | – | -0.01% | – |
FOLD | Exit | AMICUS THERAPEUTICS INC COMstock | $0 | – | -5,324 | – | -0.01% | – |
MUR | Exit | MURPHY OIL CORP COMstock | $0 | – | -1,966 | – | -0.01% | – |
PJAN | Exit | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYetf | $0 | – | -2,127 | – | -0.01% | – |
Exit | PERMIAN RESOURCES CORP CLASS A COMstock | $0 | – | -6,637 | – | -0.01% | – | |
WERN | Exit | WERNER ENTERPRISES INC COMstock | $0 | – | -1,671 | – | -0.01% | – |
IRT | Exit | INDEPENDENCE RLTY TR INC COMreit | $0 | – | -3,894 | – | -0.01% | – |
SWN | Exit | SOUTHWESTERN ENERGY CO COMstock | $0 | – | -11,805 | – | -0.01% | – |
ESNT | Exit | ESSENT GROUP LTD COMstock | $0 | – | -1,549 | – | -0.01% | – |
WOPEY | Exit | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $0 | – | -3,000 | – | -0.01% | – |
KRG | Exit | KITE RLTY GROUP TR COM NEWreit | $0 | – | -3,475 | – | -0.01% | – |
SLAB | Exit | SILICON LABORATORIES INC COMstock | $0 | – | -514 | – | -0.01% | – |
MYRG | Exit | MYR GROUP INC DEL COMstock | $0 | – | -579 | – | -0.01% | – |
ASGN | Exit | ASGN INC COMstock | $0 | – | -1,059 | – | -0.01% | – |
SHOO | Exit | MADDEN STEVEN LTD COMstock | $0 | – | -2,517 | – | -0.01% | – |
BPMC | Exit | BLUEPRINT MEDICINES CORP COMstock | $0 | – | -1,232 | – | -0.01% | – |
NMIH | Exit | NMI HLDGS INC CL Astock | $0 | – | -3,075 | – | -0.01% | – |
HUBG | Exit | HUB GROUP INC CL Astock | $0 | – | -1,012 | – | -0.01% | – |
TMDX | Exit | TRANSMEDICS GROUP INC COMstock | $0 | – | -1,018 | – | -0.01% | – |
FOCS | Exit | FOCUS FINL PARTNERS INC COM CL Astock | $0 | – | -1,619 | – | -0.01% | – |
PTEN | Exit | PATTERSON-UTI ENERGY INC COMstock | $0 | – | -6,902 | – | -0.01% | – |
PDCE | Exit | PDC ENERGY INC COMstock | $0 | – | -1,228 | – | -0.01% | – |
CNMD | Exit | CONMED CORP COMstock | $0 | – | -623 | – | -0.01% | – |
EXLS | Exit | EXLSERVICE HOLDINGS INC COMstock | $0 | – | -633 | – | -0.01% | – |
MMSI | Exit | MERIT MED SYS INC COMstock | $0 | – | -1,126 | – | -0.01% | – |
XEL | Exit | XCEL ENERGY INC COMstock | $0 | – | -1,469 | – | -0.01% | – |
SUM | Exit | SUMMIT MATLS INC CL Astock | $0 | – | -2,545 | – | -0.01% | – |
CHX | Exit | CHAMPIONX CORPORATION COMstock | $0 | – | -3,095 | – | -0.01% | – |
MTX | Exit | MINERALS TECHNOLOGIES INC COMstock | $0 | – | -1,725 | – | -0.01% | – |
SIGI | Exit | SELECTIVE INS GROUP INC COMstock | $0 | – | -1,011 | – | -0.01% | – |
BXP | Exit | BOSTON PROPERTIES INC COMreit | $0 | – | -1,733 | – | -0.01% | – |
WOR | Exit | WORTHINGTON INDS INC COMstock | $0 | – | -1,473 | – | -0.01% | – |
NUVA | Exit | NUVASIVE INC COMstock | $0 | – | -2,516 | – | -0.02% | – |
IBN | Exit | ICICI BANK LIMITED ADRadr | $0 | – | -4,690 | – | -0.02% | – |
SMFG | Exit | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRadr | $0 | – | -13,650 | – | -0.02% | – |
AIT | Exit | APPLIED INDL TECHNOLOGIES INC COMstock | $0 | – | -780 | – | -0.02% | – |
CCEP | Exit | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $0 | – | -1,928 | – | -0.02% | – |
HXL | Exit | HEXCEL CORP NEW COMstock | $0 | – | -1,582 | – | -0.02% | – |
TMHC | Exit | TAYLOR MORRISON HOME CORP COMstock | $0 | – | -2,461 | – | -0.02% | – |
IAC | Exit | IAC INC COM NEWstock | $0 | – | -1,926 | – | -0.02% | – |
FSS | Exit | FEDERAL SIGNAL CORP COMstock | $0 | – | -1,959 | – | -0.02% | – |
SF | Exit | STIFEL FINL CORP COMstock | $0 | – | -2,191 | – | -0.02% | – |
RNR | Exit | RENAISSANCERE HLDGS LTD COMstock | $0 | – | -729 | – | -0.02% | – |
AL | Exit | AIR LEASE CORP CL Astock | $0 | – | -3,228 | – | -0.02% | – |
HLI | Exit | HOULIHAN LOKEY INC CL Astock | $0 | – | -1,502 | – | -0.02% | – |
COLD | Exit | AMERICOLD REALTY TRUST INC COMreit | $0 | – | -4,742 | – | -0.02% | – |
ST | Exit | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $0 | – | -3,377 | – | -0.02% | – |
BKI | Exit | BLACK KNIGHT INC COMstock | $0 | – | -2,562 | – | -0.02% | – |
VALE | Exit | VALE S A SPONSORED ADSadr | $0 | – | -11,694 | – | -0.02% | – |
SPR | Exit | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $0 | – | -5,416 | – | -0.02% | – |
RGA | Exit | REINSURANCE GRP OF AMERICA INC COM NEWstock | $0 | – | -1,113 | – | -0.02% | – |
ARW | Exit | ARROW ELECTRS INC COMstock | $0 | – | -1,082 | – | -0.02% | – |
BCC | Exit | BOISE CASCADE CO DEL COMstock | $0 | – | -1,843 | – | -0.02% | – |
CBRE | Exit | CBRE GROUP INC CL Astock | $0 | – | -2,421 | – | -0.03% | – |
ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -1,156 | – | -0.03% | – |
SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -3,431 | – | -0.03% | – |
ENTG | Exit | ENTEGRIS INC COMstock | $0 | – | -1,887 | – | -0.03% | – |
HSBC | Exit | HSBC HLDGS PLC SPON ADR NEWadr | $0 | – | -6,513 | – | -0.04% | – |
RYAAY | Exit | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $0 | – | -2,458 | – | -0.04% | – |
CNQ | Exit | CANADIAN NAT RES LTD COMstock | $0 | – | -5,287 | – | -0.04% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $0 | – | -11,260 | – | -0.10% | – |
Q2 2023
Q4 2022
Q3 2022
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC COMstock | $51,406,000 | -0.2% | 371,970 | -1.2% | 8.47% | +2.6% |
AMZN | Sell | AMAZON COM INC COMstock | $30,971,000 | +6.1% | 274,082 | -0.2% | 5.10% | +9.1% |
MSFT | Buy | MICROSOFT CORP COMstock | $23,074,000 | -8.6% | 99,073 | +0.8% | 3.80% | -6.1% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $20,134,000 | -13.6% | 210,492 | +1867.4% | 3.32% | -11.2% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $17,269,000 | -1.7% | 34,194 | +0.0% | 2.84% | +1.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $13,763,000 | +2.3% | 51,544 | +4.6% | 2.27% | +5.2% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $9,712,000 | -12.3% | 101,012 | +1894.7% | 1.60% | -9.9% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $8,338,000 | -6.3% | 23,249 | -0.9% | 1.37% | -3.6% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $8,072,000 | -8.0% | 49,413 | +0.0% | 1.33% | -5.4% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $8,005,000 | -10.4% | 28,153 | -0.6% | 1.32% | -8.0% |
V | Buy | VISA INC COM CL Astock | $7,659,000 | -9.7% | 43,111 | +0.1% | 1.26% | -7.2% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $7,220,000 | -5.0% | 56,002 | +0.3% | 1.19% | -2.4% |
MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $7,145,000 | +372.2% | 50,987 | +358.2% | 1.18% | +386.4% |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $6,115,000 | -11.2% | 76,277 | +0.9% | 1.01% | -8.7% |
AMGN | Sell | AMGEN INC COMstock | $6,069,000 | -8.0% | 26,927 | -0.7% | 1.00% | -5.5% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $5,511,000 | -9.1% | 52,741 | -2.1% | 0.91% | -6.6% |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $5,341,000 | -6.7% | 41,965 | -1.6% | 0.88% | -4.0% |
VUG | Buy | VANGUARD GROWTH ETFetf | $5,215,000 | +4.4% | 24,373 | +8.7% | 0.86% | +7.2% |
SBUX | Buy | STARBUCKS CORP COMstock | $4,871,000 | +12.5% | 57,809 | +2.0% | 0.80% | +15.6% |
TROW | Buy | T ROWE PRICE GROUP INC COMstock | $4,626,000 | -7.1% | 44,055 | +0.5% | 0.76% | -4.5% |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $4,584,000 | -16.2% | 21,350 | -0.3% | 0.76% | -13.9% |
Buy | SPDR GOLD MINISHARES TRUSTetf | $4,539,000 | -3.0% | 137,634 | +5.6% | 0.75% | -0.3% | |
VTV | Buy | VANGUARD VALUE ETFetf | $4,455,000 | -2.8% | 36,082 | +3.8% | 0.73% | 0.0% |
FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $4,336,000 | -8.6% | 121,143 | -0.9% | 0.71% | -6.1% |
HD | Buy | HOME DEPOT INC COMstock | $4,318,000 | +4.1% | 15,648 | +3.4% | 0.71% | +6.9% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $4,228,000 | -4.9% | 75,481 | +6.1% | 0.70% | -2.2% |
BX | Buy | BLACKSTONE INC COMstock | $4,197,000 | -5.3% | 50,144 | +3.2% | 0.69% | -2.7% |
BLK | Buy | BLACKROCK INC COMstock | $4,172,000 | -5.9% | 7,581 | +4.2% | 0.69% | -3.2% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $4,038,000 | +156.1% | 12,299 | +170.5% | 0.66% | +162.8% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $3,924,000 | +20.5% | 18,993 | +20.3% | 0.65% | +23.8% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $3,774,000 | +8.1% | 21,026 | +13.6% | 0.62% | +11.3% |
PEP | Sell | PEPSICO INC COMstock | $3,709,000 | -4.1% | 22,718 | -2.1% | 0.61% | -1.5% |
XOM | Buy | EXXON MOBIL CORP COMstock | $3,469,000 | +2.0% | 39,729 | +0.0% | 0.57% | +4.8% |
BAC | Buy | BK OF AMERICA CORP COMstock | $3,418,000 | -2.7% | 113,189 | +0.3% | 0.56% | 0.0% |
VOE | Buy | VANGUARD MID-CAP VALUE ETFetf | $3,335,000 | -5.4% | 27,390 | +0.6% | 0.55% | -2.8% |
DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $3,217,000 | +90.1% | 30,002 | +108.7% | 0.53% | +95.6% |
CRM | Sell | SALESFORCE INC COMstock | $3,129,000 | -17.0% | 21,750 | -4.8% | 0.52% | -14.7% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $3,094,000 | -1.0% | 8,661 | +4.5% | 0.51% | +1.8% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $3,078,000 | -4.4% | 37,897 | -2.5% | 0.51% | -1.7% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $3,011,000 | -9.6% | 23,851 | +2.9% | 0.50% | -7.1% |
ABBV | Sell | ABBVIE INC COMstock | $2,985,000 | -13.8% | 22,244 | -1.6% | 0.49% | -11.4% |
CVX | Buy | CHEVRON CORP NEW COMstock | $2,934,000 | -0.2% | 20,423 | +0.6% | 0.48% | +2.5% |
LLY | Sell | LILLY ELI & CO COMstock | $2,865,000 | -4.6% | 8,861 | -4.3% | 0.47% | -1.9% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,817,000 | -9.4% | 13,390 | -5.8% | 0.46% | -6.8% |
REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $2,809,000 | +8.2% | 4,078 | -7.1% | 0.46% | +11.3% |
ABT | Sell | ABBOTT LABS COMstock | $2,747,000 | -14.0% | 28,388 | -3.5% | 0.45% | -11.7% |
VOT | Buy | VANGUARD MID-CAP GROWTH ETFetf | $2,747,000 | +14.4% | 16,110 | +17.7% | 0.45% | +17.4% |
IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $2,665,000 | -1.6% | 12,156 | +1.5% | 0.44% | +1.2% |
NKE | Sell | NIKE INC CL Bstock | $2,642,000 | -21.0% | 31,784 | -2.8% | 0.44% | -18.8% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $2,619,000 | -3.9% | 19,262 | +2.4% | 0.43% | -1.4% |
HON | Sell | HONEYWELL INTL INC COMstock | $2,525,000 | -12.2% | 15,121 | -8.6% | 0.42% | -9.8% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $2,493,000 | -10.5% | 47,341 | +0.0% | 0.41% | -7.8% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $2,438,000 | +29.9% | 28,327 | +5.4% | 0.40% | +33.6% |
DHR | Buy | DANAHER CORPORATION COMstock | $2,406,000 | +4.8% | 9,314 | +2.9% | 0.40% | +7.6% |
GLD | Sell | SPDR GOLD SHARESetf | $2,345,000 | -26.7% | 15,160 | -20.2% | 0.39% | -24.8% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $2,339,000 | +7.8% | 4,952 | +9.4% | 0.38% | +10.6% |
WMT | Buy | WALMART INC COMstock | $2,303,000 | +8.4% | 17,755 | +1.6% | 0.38% | +11.5% |
MRK | Buy | MERCK & CO INC COMstock | $2,177,000 | -1.5% | 25,283 | +4.3% | 0.36% | +1.4% |
DIS | Sell | DISNEY WALT CO COMstock | $2,115,000 | -25.6% | 22,425 | -25.6% | 0.35% | -23.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $2,095,000 | -6.7% | 29,471 | +1.1% | 0.34% | -4.2% |
LOW | Sell | LOWES COS INC COMstock | $1,994,000 | +1.7% | 10,618 | -5.4% | 0.33% | +4.5% |
YORW | Sell | YORK WTR CO COMstock | $1,872,000 | -17.7% | 48,700 | -13.4% | 0.31% | -15.4% |
TJX | Sell | TJX COS INC NEW COMstock | $1,840,000 | +11.1% | 29,616 | -0.1% | 0.30% | +14.3% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $1,802,000 | -4.7% | 13,334 | +1.2% | 0.30% | -2.0% |
TSLA | Buy | TESLA INC COMstock | $1,795,000 | +23.1% | 6,766 | +212.5% | 0.30% | +26.5% |
IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFetf | $1,781,000 | -1.2% | 18,538 | +4.5% | 0.29% | +1.4% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $1,767,000 | -14.3% | 21,591 | +0.6% | 0.29% | -11.8% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $1,705,000 | +2.8% | 23,679 | +2.1% | 0.28% | +5.6% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $1,703,000 | +5.8% | 21,714 | +4.6% | 0.28% | +8.5% |
ORCL | Sell | ORACLE CORP COMstock | $1,703,000 | -17.8% | 27,888 | -5.9% | 0.28% | -15.7% |
QUS | Sell | SPDR MSCI USA STRATEGICFACTORS ETFetf | $1,681,000 | -6.4% | 16,549 | -0.5% | 0.28% | -3.8% |
ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $1,670,000 | -11.7% | 31,116 | +0.0% | 0.28% | -9.2% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,667,000 | -2.3% | 10,110 | +0.3% | 0.28% | +0.4% |
CCI | Buy | CROWN CASTLE INC COMreit | $1,654,000 | -9.7% | 11,441 | +5.2% | 0.27% | -7.2% |
PLD | Sell | PROLOGIS INC. COMreit | $1,648,000 | -14.7% | 16,222 | -1.2% | 0.27% | -12.6% |
NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $1,640,000 | -0.9% | 3,488 | +0.9% | 0.27% | +1.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,633,000 | -17.0% | 42,998 | +10.9% | 0.27% | -14.6% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $1,614,000 | +213.4% | 17,008 | +236.2% | 0.27% | +220.5% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,579,000 | -10.2% | 4,087 | -0.1% | 0.26% | -7.8% |
FB | Sell | META PLATFORMS INC CL Astock | $1,533,000 | -17.9% | 11,301 | -2.4% | 0.25% | -15.7% |
JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $1,504,000 | -3.9% | 29,367 | +4.0% | 0.25% | -1.2% |
SYK | Sell | STRYKER CORPORATION COMstock | $1,493,000 | -1.9% | 7,371 | -3.6% | 0.25% | +0.8% |
UNP | Sell | UNION PAC CORP COMstock | $1,465,000 | -8.8% | 7,521 | -0.2% | 0.24% | -6.6% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $1,450,000 | -20.9% | 49,447 | +5.8% | 0.24% | -18.7% |
TXRH | Buy | TEXAS ROADHOUSE INC COMstock | $1,426,000 | +21.7% | 16,338 | +2.0% | 0.24% | +25.0% |
INTC | Sell | INTEL CORP COMstock | $1,386,000 | -32.1% | 53,801 | -1.4% | 0.23% | -30.3% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $1,366,000 | +1.3% | 28,397 | +5.5% | 0.22% | +4.2% |
COP | Buy | CONOCOPHILLIPS COMstock | $1,348,000 | +25.7% | 13,174 | +10.4% | 0.22% | +29.1% |
SU | Sell | SUNCOR ENERGY INC NEW COMstock | $1,341,000 | -20.2% | 47,643 | -0.6% | 0.22% | -17.8% |
MDT | Buy | MEDTRONIC PLC SHSstock | $1,299,000 | -6.3% | 16,087 | +4.1% | 0.21% | -3.6% |
FDX | Sell | FEDEX CORP COMstock | $1,285,000 | -37.4% | 8,655 | -4.5% | 0.21% | -35.6% |
MCD | Buy | MCDONALDS CORP COMstock | $1,258,000 | -4.9% | 5,450 | +1.7% | 0.21% | -2.4% |
FISV | Buy | FISERV INC COMstock | $1,219,000 | +9.4% | 13,033 | +4.1% | 0.20% | +12.3% |
CVS | Buy | CVS HEALTH CORP COMstock | $1,206,000 | +8.1% | 12,650 | +5.1% | 0.20% | +11.2% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $1,205,000 | -23.0% | 11,486 | -16.3% | 0.20% | -21.1% |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $1,178,000 | -9.0% | 12,901 | +0.1% | 0.19% | -6.7% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $1,170,000 | -3.5% | 21,331 | +9.2% | 0.19% | -0.5% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $1,163,000 | +45.0% | 9,049 | +55.2% | 0.19% | +48.8% |
CSCO | Buy | CISCO SYS INC COMstock | $1,148,000 | -5.3% | 28,706 | +1.0% | 0.19% | -2.6% |
MRNA | Sell | MODERNA INC COMstock | $1,136,000 | -25.7% | 9,605 | -10.2% | 0.19% | -23.7% |
QCOM | Sell | QUALCOMM INC COMstock | $1,113,000 | -11.9% | 9,850 | -0.4% | 0.18% | -9.4% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $1,100,000 | +17.0% | 732 | +1.8% | 0.18% | +19.9% |
MS | Buy | MORGAN STANLEY COM NEWstock | $1,099,000 | +22.7% | 13,915 | +18.2% | 0.18% | +25.7% |
BA | Sell | BOEING CO COMstock | $1,081,000 | -12.3% | 8,928 | -1.0% | 0.18% | -10.1% |
VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $1,077,000 | +505.1% | 8,469 | +524.1% | 0.18% | +510.3% |
LULU | Sell | LULULEMON ATHLETICA INC COMstock | $1,076,000 | -3.3% | 3,849 | -5.7% | 0.18% | -0.6% |
JPST | New | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,034,000 | – | 20,614 | – | 0.17% | – |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $1,026,000 | +0.2% | 6,955 | +0.6% | 0.17% | +3.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $1,021,000 | +5.1% | 6,192 | +7.4% | 0.17% | +7.7% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,016,000 | -10.7% | 17,681 | +4.9% | 0.17% | -8.2% |
PFE | Sell | PFIZER INC COMstock | $1,013,000 | -16.6% | 23,152 | -0.0% | 0.17% | -14.4% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $1,012,000 | +2.4% | 1,995 | +9.7% | 0.17% | +5.7% |
AVGO | Sell | BROADCOM INC COMstock | $1,001,000 | -9.9% | 2,255 | -1.4% | 0.16% | -7.3% |
CF | Sell | CF INDS HLDGS INC COMstock | $990,000 | +2.2% | 10,284 | -9.0% | 0.16% | +5.2% |
ZTS | Sell | ZOETIS INC CL Astock | $979,000 | -19.0% | 6,602 | -6.1% | 0.16% | -17.0% |
WPC | Buy | WP CAREY INC COMreit | $974,000 | -6.3% | 13,957 | +11.2% | 0.16% | -4.2% |
SRE | Buy | SEMPRA COMstock | $964,000 | +4.4% | 6,427 | +4.7% | 0.16% | +7.4% |
PAYX | Buy | PAYCHEX INC COMstock | $964,000 | +0.8% | 8,589 | +2.3% | 0.16% | +3.9% |
CSX | Buy | CSX CORP COMstock | $957,000 | -7.9% | 35,918 | +0.5% | 0.16% | -4.8% |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $954,000 | -11.7% | 3,706 | -4.8% | 0.16% | -9.2% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $941,000 | -14.0% | 21,215 | -3.1% | 0.16% | -11.4% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $942,000 | +8.8% | 4,164 | +1.0% | 0.16% | +11.5% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $938,000 | -14.0% | 5,807 | -2.8% | 0.15% | -12.0% |
FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $916,000 | +107.7% | 7,602 | +108.6% | 0.15% | +112.7% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $917,000 | -19.1% | 11,043 | -3.8% | 0.15% | -17.0% |
NTES | Sell | NETEASE INC SPONSORED ADSadr | $918,000 | -19.3% | 12,146 | -0.4% | 0.15% | -17.0% |
MKL | Buy | MARKEL CORP COMstock | $911,000 | +21.6% | 840 | +45.1% | 0.15% | +25.0% |
DVN | Buy | DEVON ENERGY CORP NEW COMstock | $905,000 | +95.9% | 15,056 | +79.6% | 0.15% | +101.4% |
GDX | Sell | VANECK GOLD MINERS ETFetf | $899,000 | -35.9% | 37,262 | -27.3% | 0.15% | -34.2% |
MET | Buy | METLIFE INC COMstock | $872,000 | +21.4% | 14,345 | +25.4% | 0.14% | +25.2% |
PSX | Buy | PHILLIPS 66 COMstock | $869,000 | +0.7% | 10,768 | +2.3% | 0.14% | +3.6% |
LKQ | Buy | LKQ CORP COMstock | $864,000 | -3.9% | 18,335 | +0.1% | 0.14% | -1.4% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $863,000 | -1.9% | 7,122 | +3.8% | 0.14% | +0.7% |
NEP | Sell | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $858,000 | -3.6% | 11,864 | -1.1% | 0.14% | -1.4% |
FIVE | Sell | FIVE BELOW INC COMstock | $845,000 | +21.4% | 6,137 | -0.0% | 0.14% | +24.1% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $822,000 | +9.9% | 2,805 | +11.4% | 0.14% | +12.5% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $800,000 | -3.5% | 5,352 | +1.9% | 0.13% | -0.8% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $804,000 | -4.1% | 9,226 | +1.8% | 0.13% | -1.5% |
DOX | Sell | AMDOCS LTD SHSstock | $772,000 | -7.5% | 9,722 | -3.0% | 0.13% | -5.2% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $774,000 | -14.6% | 6,513 | +1.5% | 0.13% | -12.4% |
ANTM | Buy | ELEVANCE HEALTH INC COMstock | $760,000 | -2.9% | 1,674 | +3.2% | 0.12% | 0.0% |
KO | Buy | COCA COLA CO COMstock | $756,000 | +0.9% | 13,488 | +13.3% | 0.12% | +4.2% |
MMM | Sell | 3M CO COMstock | $753,000 | -18.8% | 6,813 | -4.8% | 0.12% | -16.8% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $752,000 | +6.4% | 19,968 | +10.1% | 0.12% | +9.7% |
BKI | Sell | BLACK KNIGHT INC COMstock | $740,000 | -1.1% | 11,431 | -0.1% | 0.12% | +1.7% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $743,000 | -18.8% | 7,495 | +6.4% | 0.12% | -17.0% |
CRSP | Sell | CRISPR THERAPEUTICS AG NAMEN AKTstock | $727,000 | +5.7% | 11,124 | -1.8% | 0.12% | +9.1% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $721,000 | +103.1% | 5,141 | +110.0% | 0.12% | +108.8% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $719,000 | -11.7% | 3,459 | +2.7% | 0.12% | -9.2% |
Buy | APOLLO GLOBAL MGMT INC COMstock | $712,000 | +18.3% | 15,316 | +23.4% | 0.12% | +21.9% | |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $708,000 | +5.0% | 4,971 | +1.4% | 0.12% | +8.3% |
DE | Sell | DEERE & CO COMstock | $702,000 | +1.9% | 2,104 | -8.6% | 0.12% | +5.5% |
SHW | Sell | SHERWIN WILLIAMS CO COMstock | $698,000 | -16.3% | 3,407 | -8.6% | 0.12% | -14.2% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $680,000 | +64.3% | 28,580 | +68.3% | 0.11% | +69.7% |
KLDW | Sell | KNOWLEDGE LEADERS DEVELOPED WORLD ETFetf | $671,000 | -15.3% | 20,386 | -8.4% | 0.11% | -12.6% |
NFLX | Buy | NETFLIX INC COMstock | $673,000 | +46.0% | 2,860 | +8.5% | 0.11% | +50.0% |
VB | Buy | VANGUARD SMALL-CAP ETFetf | $666,000 | -2.8% | 3,895 | +0.1% | 0.11% | 0.0% |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $665,000 | -24.3% | 34,902 | -1.9% | 0.11% | -22.0% |
SCZ | Sell | ISHARES MSCI EAFE SMALL-CAP ETFetf | $654,000 | -13.1% | 13,413 | -2.7% | 0.11% | -10.7% |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $637,000 | -17.6% | 7,099 | -12.8% | 0.10% | -15.3% |
ENPH | Sell | ENPHASE ENERGY INC COMstock | $627,000 | +33.4% | 2,259 | -6.2% | 0.10% | +37.3% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $623,000 | -43.7% | 5,134 | -29.7% | 0.10% | -41.8% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $616,000 | +2.0% | 5,183 | +9.1% | 0.10% | +4.1% |
CCJ | Sell | CAMECO CORP COMstock | $616,000 | +24.9% | 23,242 | -1.0% | 0.10% | +27.8% |
QQQ | Sell | INVESCO QQQ TRUSTetf | $610,000 | -6.2% | 2,282 | -1.6% | 0.10% | -3.8% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $608,000 | +17.4% | 3,711 | +253.8% | 0.10% | +20.5% |
TMUS | Buy | T-MOBILE US INC COMstock | $601,000 | +8.1% | 4,480 | +8.4% | 0.10% | +11.2% |
CAT | Sell | CATERPILLAR INC COMstock | $582,000 | -17.9% | 3,550 | -10.4% | 0.10% | -15.8% |
MPC | Buy | MARATHON PETE CORP COMstock | $582,000 | +64.4% | 5,862 | +36.3% | 0.10% | +68.4% |
O | Buy | REALTY INCOME CORP COMreit | $574,000 | -12.5% | 9,857 | +2.6% | 0.10% | -9.5% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $569,000 | -30.5% | 2,556 | -23.0% | 0.09% | -28.2% |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $564,000 | -14.9% | 7,908 | -0.6% | 0.09% | -12.3% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $560,000 | -10.0% | 6,778 | +3.5% | 0.09% | -8.0% |
TXN | Sell | TEXAS INSTRS INC COMstock | $555,000 | -4.6% | 3,584 | -5.4% | 0.09% | -2.2% |
KHC | Sell | KRAFT HEINZ CO COMstock | $547,000 | -15.3% | 16,408 | -3.1% | 0.09% | -13.5% |
AEE | Sell | AMEREN CORP COMstock | $540,000 | -11.9% | 6,709 | -1.1% | 0.09% | -9.2% |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $541,000 | -35.2% | 23,136 | -6.5% | 0.09% | -33.6% |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $533,000 | -5.0% | 6,705 | +0.1% | 0.09% | -2.2% |
CI | Sell | CIGNA CORP NEW COMstock | $528,000 | +4.8% | 1,902 | -0.6% | 0.09% | +7.4% |
DHI | Buy | D R HORTON INC COMstock | $515,000 | +2.0% | 7,641 | +0.1% | 0.08% | +4.9% |
NOW | Sell | SERVICENOW INC COMstock | $501,000 | -41.6% | 1,328 | -26.4% | 0.08% | -39.4% |
SYY | Sell | SYSCO CORP COMstock | $502,000 | -18.6% | 7,102 | -2.4% | 0.08% | -16.2% |
FAST | Buy | FASTENAL CO COMstock | $496,000 | -6.6% | 10,766 | +1.2% | 0.08% | -3.5% |
EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $491,000 | +2.9% | 5,561 | +13.6% | 0.08% | +6.6% |
BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $490,000 | -28.9% | 4,172 | -10.0% | 0.08% | -26.4% |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $489,000 | -19.0% | 4,341 | -2.9% | 0.08% | -16.5% |
LNG | Buy | CHENIERE ENERGY INC COM NEWstock | $489,000 | +201.9% | 2,948 | +142.6% | 0.08% | +211.5% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $483,000 | +47.7% | 7,860 | +41.4% | 0.08% | +53.8% |
DES | Sell | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $477,000 | -12.5% | 18,517 | -4.1% | 0.08% | -9.2% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $479,000 | +6.0% | 5,544 | +17.6% | 0.08% | +9.7% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $476,000 | -5.0% | 1,982 | -2.9% | 0.08% | -2.5% |
SPGI | Sell | S&P GLOBAL INC COMstock | $467,000 | -9.7% | 1,529 | -0.3% | 0.08% | -7.2% |
PFF | Sell | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $461,000 | -5.1% | 14,567 | -1.4% | 0.08% | -2.6% |
TGT | Sell | TARGET CORP COMstock | $457,000 | -9.0% | 3,080 | -13.4% | 0.08% | -6.2% |
EOG | Buy | EOG RES INC COMstock | $456,000 | +130.3% | 4,083 | +127.5% | 0.08% | +134.4% |
AGI | New | ALAMOS GOLD INC NEW COM CL Astock | $450,000 | – | 60,665 | – | 0.07% | – |
SLV | Buy | ISHARES SILVER TRUSTetf | $452,000 | -5.8% | 25,801 | +0.2% | 0.07% | -3.9% |
AFL | Buy | AFLAC INC COMstock | $448,000 | +7.2% | 7,967 | +5.5% | 0.07% | +10.4% |
RBLX | Sell | ROBLOX CORP CL Astock | $449,000 | +2.3% | 12,530 | -6.2% | 0.07% | +5.7% |
LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $451,000 | -10.7% | 2,200 | +2.2% | 0.07% | -8.6% |
IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $443,000 | +65.3% | 17,743 | +66.0% | 0.07% | +69.8% |
SNOW | Sell | SNOWFLAKE INC CL Astock | $432,000 | +4.3% | 2,540 | -14.7% | 0.07% | +7.6% |
ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $429,000 | -13.9% | 2,287 | -7.8% | 0.07% | -11.2% |
XBI | Buy | SPDR S&P BIOTECH ETFetf | $429,000 | +39.3% | 5,410 | +30.4% | 0.07% | +44.9% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $419,000 | +0.7% | 10,417 | -1.8% | 0.07% | +3.0% |
IBDN | Buy | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $420,000 | +26.9% | 16,760 | +26.5% | 0.07% | +30.2% |
IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $415,000 | -2.6% | 2,006 | +2.3% | 0.07% | 0.0% |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $415,000 | -1.2% | 1,808 | +0.3% | 0.07% | +1.5% |
GPN | Buy | GLOBAL PMTS INC COMstock | $414,000 | +7.3% | 3,830 | +9.7% | 0.07% | +9.7% |
MOS | Sell | MOSAIC CO NEW COMstock | $393,000 | -28.7% | 8,126 | -30.3% | 0.06% | -26.1% |
COF | Sell | CAPITAL ONE FINL CORP COMstock | $393,000 | -30.4% | 4,259 | -21.5% | 0.06% | -28.6% |
EQIX | Buy | EQUINIX INC COMreit | $381,000 | -10.6% | 670 | +3.4% | 0.06% | -7.4% |
IEO | Buy | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $379,000 | +77.1% | 4,550 | +65.5% | 0.06% | +82.4% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $378,000 | -13.1% | 4,064 | +0.2% | 0.06% | -11.4% |
PPG | Buy | PPG INDS INC COMstock | $377,000 | -1.0% | 3,408 | +2.2% | 0.06% | +1.6% |
DRI | Buy | DARDEN RESTAURANTS INC COMstock | $375,000 | +19.4% | 2,968 | +7.0% | 0.06% | +24.0% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $369,000 | -48.8% | 10,567 | -41.3% | 0.06% | -47.4% |
FDN | Sell | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $372,000 | -12.1% | 2,950 | -11.3% | 0.06% | -10.3% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $369,000 | -35.7% | 4,611 | -8.6% | 0.06% | -33.7% |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $369,000 | +29.5% | 10,751 | +34.5% | 0.06% | +32.6% |
STT | Sell | STATE STR CORP COMstock | $371,000 | -1.9% | 6,108 | -0.3% | 0.06% | 0.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $366,000 | -5.7% | 5,337 | +12.5% | 0.06% | -3.2% |
IXUS | Sell | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $362,000 | -11.5% | 7,104 | -1.0% | 0.06% | -9.1% |
GLW | Buy | CORNING INC COMstock | $356,000 | -5.1% | 12,267 | +3.1% | 0.06% | -1.7% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $355,000 | -6.3% | 7,521 | +0.0% | 0.06% | -4.9% |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $350,000 | +7.4% | 9,762 | +7.0% | 0.06% | +11.5% |
APTVPRA | Sell | APTIV PLC 5.5 CNV PFD Aconvertible preferred | $346,000 | -32.4% | 3,639 | -25.1% | 0.06% | -30.5% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $343,000 | -10.0% | 1,637 | -2.4% | 0.06% | -8.2% |
EXC | Buy | EXELON CORP COMstock | $337,000 | -16.8% | 8,985 | +0.5% | 0.06% | -13.8% |
SHOP | Buy | SHOPIFY INC CL Astock | $333,000 | +4.7% | 12,369 | +19.2% | 0.06% | +7.8% |
BCE | Sell | BCE INC COM NEWstock | $332,000 | -16.2% | 7,923 | -1.6% | 0.06% | -12.7% |
FICO | Buy | FAIR ISAAC CORP COMstock | $333,000 | +14.8% | 809 | +11.7% | 0.06% | +19.6% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $336,000 | -1.5% | 5,127 | +5.5% | 0.06% | 0.0% |
IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $325,000 | +139.0% | 13,361 | +142.9% | 0.05% | +145.5% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $329,000 | -10.6% | 5,193 | +7.8% | 0.05% | -8.5% |
AOR | Buy | ISHARES CORE GROWTH ALLOCATION ETFetf | $323,000 | -5.0% | 7,210 | +1.9% | 0.05% | -1.9% |
IQV | Buy | IQVIA HLDGS INC COMstock | $307,000 | +0.7% | 1,693 | +20.4% | 0.05% | +4.1% |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $309,000 | -56.4% | 188 | -53.6% | 0.05% | -54.9% |
Sell | DRAFTKINGS INC NEW COM CL Astock | $306,000 | +2.0% | 20,191 | -21.5% | 0.05% | +4.2% | |
GIS | Sell | GENERAL MLS INC COMstock | $306,000 | -0.6% | 3,988 | -2.2% | 0.05% | +2.0% |
AEM | Buy | AGNICO EAGLE MINES LTD COMstock | $305,000 | +6000.0% | 7,230 | +5975.6% | 0.05% | +4900.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $301,000 | -63.8% | 1,095 | -51.8% | 0.05% | -62.4% |
BKR | Buy | BAKER HUGHES COMPANY CL Astock | $306,000 | -20.1% | 14,585 | +9.8% | 0.05% | -18.0% |
Sell | CONSTELLATION ENERGY CORP COMstock | $301,000 | +37.4% | 3,613 | -5.5% | 0.05% | +42.9% | |
SQ | Sell | BLOCK INC CL Astock | $298,000 | -21.2% | 5,417 | -12.0% | 0.05% | -19.7% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $299,000 | +27.2% | 1,285 | +31.3% | 0.05% | +28.9% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $295,000 | +11.3% | 9,729 | +15.7% | 0.05% | +16.7% |
SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $290,000 | +5.1% | 3,399 | +14.1% | 0.05% | +9.1% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $293,000 | -16.3% | 705 | -4.2% | 0.05% | -14.3% |
New | ATLASSIAN CORPORATION CL Astock | $287,000 | – | 1,364 | – | 0.05% | – | |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $280,000 | -6.0% | 2,072 | -3.6% | 0.05% | -4.2% |
RELX | Buy | RELX PLC SPONSORED ADRadr | $274,000 | -9.6% | 11,261 | +0.3% | 0.04% | -8.2% |
DOV | Sell | DOVER CORP COMstock | $275,000 | -4.5% | 2,360 | -0.7% | 0.04% | -2.2% |
DXCM | Sell | DEXCOM INC COMstock | $271,000 | -20.3% | 3,364 | -26.4% | 0.04% | -16.7% |
HSY | Sell | HERSHEY CO COMstock | $273,000 | 0.0% | 1,237 | -2.7% | 0.04% | +2.3% |
BSX | Buy | BOSTON SCIENTIFIC CORP COMstock | $270,000 | +9.3% | 6,977 | +5.5% | 0.04% | +10.0% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $265,000 | -13.1% | 3,775 | -0.8% | 0.04% | -10.2% |
PAVE | Sell | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $264,000 | -9.9% | 11,432 | -11.1% | 0.04% | -8.5% |
DLTR | Sell | DOLLAR TREE INC COMstock | $263,000 | -13.2% | 1,929 | -0.9% | 0.04% | -12.2% |
EMR | Sell | EMERSON ELEC CO COMstock | $255,000 | -13.9% | 3,484 | -6.3% | 0.04% | -10.6% |
VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $257,000 | +51.2% | 1,315 | +52.0% | 0.04% | +55.6% |
CYBR | Sell | CYBERARK SOFTWARE LTD SHSstock | $253,000 | +2.0% | 1,689 | -13.0% | 0.04% | +5.0% |
SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFetf | $254,000 | -7.3% | 3,352 | -1.3% | 0.04% | -4.5% |
XMHQ | Sell | INVESCO S&P MIDCAP QUALITY ETFetf | $258,000 | -15.1% | 4,141 | -13.4% | 0.04% | -14.3% |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $250,000 | -9.4% | 1,634 | +0.2% | 0.04% | -6.8% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $247,000 | -0.4% | 1,163 | +3.7% | 0.04% | +2.5% |
FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $240,000 | -45.5% | 8,773 | -41.7% | 0.04% | -43.7% |
VAC | Buy | MARRIOTT VACATIONS WORLDWIDE C COMstock | $241,000 | +322.8% | 1,977 | +303.5% | 0.04% | +344.4% |
ALB | Sell | ALBEMARLE CORP COMstock | $241,000 | +15.9% | 911 | -8.3% | 0.04% | +21.2% |
FTSL | Sell | FIRST TRUST SENIOR LOAN FUNDetf | $235,000 | -6.0% | 5,333 | -6.1% | 0.04% | -2.5% |
TENB | Buy | TENABLE HLDGS INC COMstock | $239,000 | -17.3% | 6,856 | +7.9% | 0.04% | -15.2% |
SIVB | Buy | SVB FINANCIAL GROUP COMstock | $237,000 | -13.8% | 705 | +1.4% | 0.04% | -11.4% |
AZO | Buy | AUTOZONE INC COMstock | $231,000 | +1.3% | 108 | +1.9% | 0.04% | +2.7% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $225,000 | -1.7% | 1,245 | -0.9% | 0.04% | 0.0% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $227,000 | -32.4% | 2,300 | -32.2% | 0.04% | -31.5% |
ETN | Sell | EATON CORP PLC SHSstock | $226,000 | +5.6% | 1,694 | -0.2% | 0.04% | +8.8% |
LYV | Buy | LIVE NATION ENTERTAINMENT INC COMstock | $219,000 | -7.6% | 2,885 | +0.3% | 0.04% | -5.3% |
AES | Buy | AES CORP COMstock | $220,000 | +7.8% | 9,749 | +0.2% | 0.04% | +9.1% |
A | Buy | AGILENT TECHNOLOGIES INC COMstock | $207,000 | +2.5% | 1,704 | +0.4% | 0.03% | +6.2% |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $198,000 | +51.1% | 7,469 | +16.8% | 0.03% | +57.1% |
MO | Sell | ALTRIA GROUP INC COMstock | $198,000 | -6.6% | 4,895 | -3.4% | 0.03% | -2.9% |
D | Buy | DOMINION ENERGY INC COMstock | $201,000 | +3.6% | 2,906 | +19.3% | 0.03% | +6.5% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $196,000 | -19.3% | 3,072 | -10.8% | 0.03% | -17.9% |
WRB | New | BERKLEY W R CORP COMstock | $197,000 | – | 3,050 | – | 0.03% | – |
INTU | Buy | INTUIT COMstock | $196,000 | +47.4% | 507 | +46.5% | 0.03% | +52.4% |
AFMD | Sell | AFFIMED N V COMstock | $193,000 | -28.0% | 93,700 | -3.2% | 0.03% | -25.6% |
ANSS | Buy | ANSYS INC COMstock | $189,000 | -3.6% | 853 | +4.0% | 0.03% | 0.0% |
Sell | GENERAL ELECTRIC CO COM NEWstock | $186,000 | -22.8% | 3,002 | -20.7% | 0.03% | -20.5% | |
ALL | Sell | ALLSTATE CORP COMstock | $188,000 | -4.6% | 1,508 | -3.0% | 0.03% | -3.1% |
ABNB | Sell | AIRBNB INC COM CL Astock | $187,000 | -15.0% | 1,776 | -28.0% | 0.03% | -11.4% |
FDS | Buy | FACTSET RESH SYS INC COMstock | $190,000 | +31.9% | 475 | +26.7% | 0.03% | +34.8% |
NPV | Buy | NUVEEN VIRGINIA QLTY MUNCPL FD COMcef | $187,000 | +24.7% | 15,119 | +24.2% | 0.03% | +29.2% |
ADI | Sell | ANALOG DEVICES INC COMstock | $185,000 | -11.5% | 1,329 | -7.0% | 0.03% | -9.1% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $184,000 | -3.2% | 1,235 | +0.7% | 0.03% | 0.0% |
NTLA | Buy | INTELLIA THERAPEUTICS INC COMstock | $180,000 | +19.2% | 3,220 | +10.3% | 0.03% | +25.0% |
VLO | Buy | VALERO ENERGY CORP COMstock | $180,000 | +68.2% | 1,684 | +66.7% | 0.03% | +76.5% |
YUM | Buy | YUM BRANDS INC COMstock | $185,000 | -5.6% | 1,738 | +0.5% | 0.03% | -3.2% |
MAIN | Buy | MAIN STR CAP CORP COMcef | $183,000 | +14.4% | 5,450 | +31.3% | 0.03% | +15.4% |
AVTR | Buy | AVANTOR INC COMstock | $177,000 | +20.4% | 9,020 | +91.4% | 0.03% | +20.8% |
VO | Buy | VANGUARD MID-CAP ETFetf | $179,000 | -4.3% | 952 | +0.2% | 0.03% | -3.3% |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $175,000 | -20.1% | 3,023 | -16.7% | 0.03% | -17.1% |
MAS | Buy | MASCO CORP COMstock | $175,000 | -7.4% | 3,750 | +0.5% | 0.03% | -3.3% |
SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $170,000 | +11.8% | 5,803 | +13.8% | 0.03% | +16.7% |
IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $168,000 | -8.2% | 2,039 | -0.9% | 0.03% | -3.4% |
CB | Sell | CHUBB LIMITED COMstock | $173,000 | -13.5% | 951 | -6.7% | 0.03% | -12.5% |
HCA | Buy | HCA HEALTHCARE INC COMstock | $170,000 | +9.7% | 926 | +0.1% | 0.03% | +12.0% |
CBRE | Buy | CBRE GROUP INC CL Astock | $164,000 | -7.9% | 2,435 | +0.6% | 0.03% | -6.9% |
ICVT | Sell | ISHARES CONVERTIBLE BOND ETFetf | $155,000 | -1.3% | 2,254 | -0.4% | 0.03% | +4.0% |
SNPS | Sell | SYNOPSYS INC COMstock | $158,000 | -0.6% | 518 | -0.8% | 0.03% | +4.0% |
ICLR | Buy | ICON PLC SHSstock | $159,000 | +16.9% | 866 | +37.7% | 0.03% | +18.2% |
LIN | Sell | LINDE PLC SHSstock | $151,000 | -6.8% | 561 | -0.7% | 0.02% | -3.8% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $152,000 | -0.7% | 4,177 | +13.6% | 0.02% | 0.0% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $154,000 | +180.0% | 3,457 | +198.3% | 0.02% | +177.8% |
WM | Sell | WASTE MGMT INC DEL COMstock | $152,000 | +4.1% | 947 | -0.5% | 0.02% | +8.7% |
HEIA | Buy | HEICO CORP NEW CL Astock | $147,000 | +20.5% | 1,281 | +10.2% | 0.02% | +20.0% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $147,000 | -29.0% | 2,925 | -22.0% | 0.02% | -27.3% |
GPC | Buy | GENUINE PARTS CO COMstock | $148,000 | +13.0% | 992 | +0.7% | 0.02% | +14.3% |
AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $148,000 | -1.3% | 944 | +9.1% | 0.02% | 0.0% |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $144,000 | -6.5% | 1,594 | -2.9% | 0.02% | -4.0% |
PXD | Buy | PIONEER NAT RES CO COMstock | $141,000 | +30.6% | 653 | +35.5% | 0.02% | +35.3% |
MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $142,000 | -5.3% | 1,628 | +0.8% | 0.02% | -4.2% |
DPZ | Buy | DOMINOS PIZZA INC COMstock | $140,000 | -14.6% | 451 | +7.1% | 0.02% | -11.5% |
CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $139,000 | +1.5% | 3,914 | +1.6% | 0.02% | +4.5% |
C | Sell | CITIGROUP INC COM NEWstock | $141,000 | -15.6% | 3,384 | -6.8% | 0.02% | -14.8% |
PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $141,000 | +15.6% | 427 | -2.3% | 0.02% | +15.0% |
IBDQ | New | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $132,000 | – | 5,488 | – | 0.02% | – |
ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $134,000 | -5.0% | 1,808 | +0.1% | 0.02% | -4.3% |
HLNE | Buy | HAMILTON LANE INC CL Astock | $132,000 | -6.4% | 2,221 | +6.0% | 0.02% | -4.3% |
SCHW | Sell | SCHWAB CHARLES CORP COMstock | $131,000 | +8.3% | 1,817 | -5.1% | 0.02% | +15.8% |
GWW | Sell | GRAINGER W W INC COMstock | $132,000 | -2.2% | 269 | -9.7% | 0.02% | 0.0% |
SWAV | Sell | SHOCKWAVE MED INC COMstock | $125,000 | +38.9% | 448 | -5.1% | 0.02% | +50.0% |
IBMK | Buy | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFetf | $130,000 | +25.0% | 5,038 | +26.0% | 0.02% | +23.5% |
WSC | Sell | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $126,000 | +7.7% | 3,118 | -13.3% | 0.02% | +10.5% |
TFC | Buy | TRUIST FINL CORP COMstock | $126,000 | -8.0% | 2,895 | +0.2% | 0.02% | -4.5% |
HDB | Sell | HDFC BANK LTD SPONSORED ADSadr | $128,000 | -3.8% | 2,189 | -9.2% | 0.02% | 0.0% |
SBAC | Sell | SBA COMMUNICATIONS CORP NEW CL Areit | $126,000 | -13.7% | 444 | -2.4% | 0.02% | -8.7% |
ACWX | Buy | ISHARES MSCI ACWI EX U.S. ETFetf | $122,000 | +320.7% | 3,050 | +369.2% | 0.02% | +300.0% |
URI | Sell | UNITED RENTALS INC COMstock | $120,000 | -15.5% | 446 | -23.8% | 0.02% | -13.0% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $122,000 | 0.0% | 1,092 | +9.3% | 0.02% | 0.0% |
AJG | Sell | GALLAGHER ARTHUR J & CO COMstock | $122,000 | -5.4% | 711 | -10.1% | 0.02% | -4.8% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $122,000 | -3.2% | 1,165 | -2.6% | 0.02% | 0.0% |
BL | Sell | BLACKLINE INC COMstock | $120,000 | -12.4% | 1,999 | -2.9% | 0.02% | -9.1% |
XLB | Sell | MATERIALS SELECT SECTOR SPDR FUNDetf | $116,000 | -38.3% | 1,701 | -33.3% | 0.02% | -36.7% |
XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $114,000 | -15.6% | 1,378 | -10.7% | 0.02% | -13.6% |
BIO | Buy | BIO RAD LABS INC CL Astock | $109,000 | -9.2% | 261 | +7.9% | 0.02% | -5.3% |
WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $109,000 | -21.0% | 3,820 | -8.2% | 0.02% | -18.2% |
T | Sell | AT&T INC COMstock | $112,000 | -33.7% | 7,314 | -9.4% | 0.02% | -33.3% |
ITA | Sell | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $107,000 | -23.0% | 1,170 | -16.4% | 0.02% | -18.2% |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $107,000 | +10.3% | 152 | -0.7% | 0.02% | +12.5% |
EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $110,000 | -17.3% | 1,929 | -8.3% | 0.02% | -14.3% |
BR | Buy | BROADRIDGE FINL SOLUTIONS INC COMstock | $110,000 | +2.8% | 765 | +1.7% | 0.02% | +5.9% |
GM | Sell | GENERAL MTRS CO COMstock | $102,000 | -34.6% | 3,178 | -35.5% | 0.02% | -32.0% |
VAW | Sell | VANGUARD MATERIALS ETFetf | $106,000 | -57.1% | 717 | -53.6% | 0.02% | -57.5% |
WDAY | Sell | WORKDAY INC CL Astock | $105,000 | -59.8% | 689 | -63.2% | 0.02% | -59.5% |
ALC | Buy | ALCON AG ORD SHSstock | $101,000 | -11.4% | 1,738 | +7.0% | 0.02% | -5.6% |
BDXB | Buy | BECTON DICKINSON & CO 6 DP CONV PFD Bconvertible preferred | $102,000 | -4.7% | 2,157 | +0.1% | 0.02% | 0.0% |
SO | Buy | SOUTHERN CO COMstock | $106,000 | -3.6% | 1,553 | +0.7% | 0.02% | -5.6% |
JKHY | Buy | HENRY JACK & ASSOC INC COMstock | $103,000 | +2.0% | 565 | +0.4% | 0.02% | +6.2% |
KEY | Sell | KEYCORP COMstock | $104,000 | -7.1% | 6,521 | -0.1% | 0.02% | -5.6% |
DOW | Sell | DOW INC COMstock | $100,000 | -20.6% | 2,282 | -6.5% | 0.02% | -20.0% |
CP | Sell | CANADIAN PAC RY LTD COMstock | $97,000 | -11.8% | 1,461 | -7.4% | 0.02% | -11.1% |
CTAS | Sell | CINTAS CORP COMstock | $95,000 | +3.3% | 245 | -0.4% | 0.02% | +6.7% |
CLR | Sell | CONTINENTAL RES INC COMstock | $99,000 | -58.4% | 1,486 | -59.3% | 0.02% | -57.9% |
WDFC | Buy | WD 40 CO COMstock | $99,000 | -6.6% | 563 | +7.4% | 0.02% | -5.9% |
ULTA | Sell | ULTA BEAUTY INC COMstock | $97,000 | -5.8% | 242 | -9.7% | 0.02% | -5.9% |
EQNR | Sell | EQUINOR ASA SPONSORED ADRadr | $100,000 | -23.1% | 3,008 | -19.7% | 0.02% | -23.8% |
IBN | Sell | ICICI BANK LIMITED ADRadr | $98,000 | 0.0% | 4,653 | -15.4% | 0.02% | 0.0% |
OLED | Sell | UNIVERSAL DISPLAY CORP COMstock | $94,000 | -69.8% | 1,000 | -67.4% | 0.02% | -70.0% |
AA | Buy | ALCOA CORP COMstock | $94,000 | -24.8% | 2,788 | +2.0% | 0.02% | -25.0% |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $92,000 | +1050.0% | 10,933 | +1071.8% | 0.02% | +1400.0% |
OMF | Sell | ONEMAIN HLDGS INC COMstock | $89,000 | -49.1% | 3,022 | -35.4% | 0.02% | -46.4% |
HAL | Sell | HALLIBURTON CO COMstock | $93,000 | -47.5% | 3,775 | -33.2% | 0.02% | -46.4% |
AMAT | Buy | APPLIED MATLS INC COMstock | $91,000 | +1.1% | 1,112 | +12.4% | 0.02% | +7.1% |
EXLS | Sell | EXLSERVICE HOLDINGS INC COMstock | $93,000 | -15.5% | 633 | -15.6% | 0.02% | -16.7% |
XEL | Sell | XCEL ENERGY INC COMstock | $94,000 | -11.3% | 1,469 | -2.1% | 0.02% | -11.8% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $89,000 | -5.3% | 1,342 | +0.5% | 0.02% | 0.0% |
LTC | Sell | LTC PPTYS INC COMreit | $87,000 | -26.3% | 2,328 | -24.3% | 0.01% | -26.3% |
Sell | USERTESTING INC COMstock | $86,000 | -68.6% | 22,000 | -59.6% | 0.01% | -68.2% | |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $83,000 | +1.2% | 230 | +11.1% | 0.01% | +7.7% |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $88,000 | -19.3% | 365 | -17.8% | 0.01% | -17.6% |
ROL | Buy | ROLLINS INC COMstock | $82,000 | +22.4% | 2,367 | +23.5% | 0.01% | +27.3% |
KAI | Buy | KADANT INC COMstock | $86,000 | +36.5% | 513 | +48.3% | 0.01% | +40.0% |
SPR | New | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $79,000 | – | 3,600 | – | 0.01% | – |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $77,000 | -41.7% | 2,438 | -29.8% | 0.01% | -38.1% |
BRKS | Buy | AZENTA INC COMstock | $81,000 | -29.6% | 1,889 | +18.4% | 0.01% | -27.8% |
SONY | Sell | SONY GROUP CORPORATION SPONSORED ADRadr | $77,000 | -36.9% | 1,207 | -19.1% | 0.01% | -35.0% |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $77,000 | -82.3% | 2,490 | -79.3% | 0.01% | -81.4% |
JJSF | Buy | J & J SNACK FOODS CORP COMstock | $79,000 | +6.8% | 610 | +15.1% | 0.01% | +8.3% |
ROST | Sell | ROSS STORES INC COMstock | $79,000 | +12.9% | 940 | -5.3% | 0.01% | +18.2% |
MEDP | Buy | MEDPACE HLDGS INC COMstock | $76,000 | +16.9% | 486 | +11.2% | 0.01% | +30.0% |
FIBK | Sell | FIRST INTST BANCSYSTEM INC COM CL Astock | $80,000 | -12.1% | 1,973 | -17.6% | 0.01% | -13.3% |
FFIV | Sell | F5 INC COMstock | $78,000 | -39.5% | 537 | -36.4% | 0.01% | -38.1% |
EBAY | Buy | EBAY INC. COMstock | $79,000 | +1.3% | 2,142 | +14.9% | 0.01% | +8.3% |
RGEN | Sell | REPLIGEN CORP COMstock | $75,000 | -1.3% | 403 | -14.3% | 0.01% | 0.0% |
CSGP | Buy | COSTAR GROUP INC COMstock | $71,000 | +61.4% | 1,016 | +39.0% | 0.01% | +71.4% |
MBB | Buy | ISHARES MBS ETFetf | $72,000 | +18.0% | 783 | +24.9% | 0.01% | +20.0% |
KNSL | Sell | KINSALE CAP GROUP INC COMstock | $73,000 | -21.5% | 284 | -29.7% | 0.01% | -20.0% |
HUBS | Sell | HUBSPOT INC COMstock | $70,000 | -16.7% | 260 | -7.5% | 0.01% | -7.7% |
OIH | Sell | VANECK OIL SERVICES ETFetf | $70,000 | -78.1% | 330 | -75.9% | 0.01% | -76.5% |
TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $71,000 | +1675.0% | 653 | +1765.7% | 0.01% | +1100.0% |
DD | Sell | DUPONT DE NEMOURS INC COMstock | $72,000 | -22.6% | 1,420 | -14.9% | 0.01% | -20.0% |
RMD | Sell | RESMED INC COMstock | $71,000 | -4.1% | 323 | -8.8% | 0.01% | 0.0% |
IYJ | Sell | ISHARES U.S. INDUSTRIALS ETFetf | $71,000 | -64.7% | 850 | -62.7% | 0.01% | -62.5% |
MELI | Sell | MERCADOLIBRE INC COMstock | $73,000 | +23.7% | 88 | -4.3% | 0.01% | +33.3% |
DAVA | Buy | ENDAVA PLC ADSadr | $75,000 | +10.3% | 926 | +20.9% | 0.01% | +9.1% |
NOVT | Sell | NOVANTA INC COMstock | $75,000 | -18.5% | 652 | -14.2% | 0.01% | -20.0% |
APTV | Sell | APTIV PLC SHSstock | $69,000 | -15.9% | 880 | -5.0% | 0.01% | -15.4% |
TWTR | Buy | TWITTER INC COMstock | $65,000 | +30.0% | 1,492 | +10.9% | 0.01% | +37.5% |
EMN | Sell | EASTMAN CHEM CO COMstock | $66,000 | -25.8% | 934 | -5.3% | 0.01% | -21.4% |
DRE | Sell | DUKE REALTY CORP COM NEWreit | $66,000 | -15.4% | 1,363 | -3.6% | 0.01% | -8.3% |
IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $66,000 | 0.0% | 1,489 | +6.0% | 0.01% | 0.0% |
NEM | Buy | NEWMONT CORP COMstock | $67,000 | -25.6% | 1,589 | +5.9% | 0.01% | -21.4% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $67,000 | +8.1% | 1,009 | +18.0% | 0.01% | +10.0% |
FTGC | Sell | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $67,000 | -14.1% | 2,627 | -10.4% | 0.01% | -8.3% |
UBSI | Sell | UNITED BANKSHARES INC WEST VA COMstock | $65,000 | -8.5% | 1,830 | -9.6% | 0.01% | 0.0% |
CTVA | Sell | CORTEVA INC COMstock | $66,000 | -8.3% | 1,159 | -12.5% | 0.01% | -8.3% |
New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $67,000 | – | 3,882 | – | 0.01% | – | |
SHOO | Buy | MADDEN STEVEN LTD COMstock | $67,000 | -1.5% | 2,517 | +18.4% | 0.01% | 0.0% |
WELL | Buy | WELLTOWER INC COMreit | $64,000 | -16.9% | 1,001 | +7.6% | 0.01% | -8.3% |
AGCO | Buy | AGCO CORP COMstock | $67,000 | 0.0% | 700 | +2.8% | 0.01% | 0.0% |
CC | Sell | CHEMOURS CO COMstock | $68,000 | -22.7% | 2,748 | -0.3% | 0.01% | -21.4% |
TVTX | Sell | TRAVERE THERAPEUTICS INC COMstock | $69,000 | -9.2% | 2,792 | -11.2% | 0.01% | -8.3% |
TRUP | Buy | TRUPANION INC COMstock | $69,000 | +21.1% | 1,168 | +24.0% | 0.01% | +22.2% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $59,000 | -42.7% | 275 | -31.8% | 0.01% | -41.2% |
HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $61,000 | +1.7% | 509 | -4.7% | 0.01% | 0.0% |
GWRE | Buy | GUIDEWIRE SOFTWARE INC COMstock | $63,000 | -4.5% | 1,024 | +10.6% | 0.01% | -9.1% |
SPYD | Sell | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $62,000 | -34.7% | 1,759 | -25.8% | 0.01% | -33.3% |
TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $59,000 | -24.4% | 958 | -20.0% | 0.01% | -16.7% |
INSP | Buy | INSPIRE MED SYS INC COMstock | $58,000 | +5.5% | 328 | +9.7% | 0.01% | +11.1% |
PDI | Buy | PIMCO DYNAMIC INCOME FD SHScef | $63,000 | -7.4% | 3,272 | +0.2% | 0.01% | -9.1% |
IHIT | Buy | INVESCO HIG INCM 2023 TARG TRM COMcef | $61,000 | +134.6% | 7,532 | +147.0% | 0.01% | +150.0% |
AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFetf | $60,000 | -4.8% | 1,635 | +1.7% | 0.01% | 0.0% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $61,000 | +45.2% | 925 | +52.4% | 0.01% | +42.9% |
CNMD | Buy | CONMED CORP COMstock | $58,000 | +3.6% | 729 | +24.6% | 0.01% | +11.1% |
AOA | Sell | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $61,000 | -16.4% | 1,101 | -9.5% | 0.01% | -16.7% |
CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $61,000 | +3.4% | 2,061 | +0.4% | 0.01% | +11.1% |
CWST | Sell | CASELLA WASTE SYS INC CL Astock | $62,000 | +1.6% | 816 | -3.2% | 0.01% | 0.0% |
DGRS | New | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $60,000 | – | 1,665 | – | 0.01% | – |
GVI | Sell | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $61,000 | -56.4% | 600 | -54.6% | 0.01% | -54.5% |
KIDS | Sell | ORTHOPEDIATRICS CORP COMstock | $59,000 | -13.2% | 1,271 | -19.5% | 0.01% | -9.1% |
XRAY | Sell | DENTSPLY SIRONA INC COMstock | $58,000 | -20.5% | 2,039 | -0.4% | 0.01% | -16.7% |
DOCU | Sell | DOCUSIGN INC COMstock | $62,000 | -42.1% | 1,160 | -37.8% | 0.01% | -41.2% |
MANH | Buy | MANHATTAN ASSOCIATES INC COMstock | $53,000 | +60.6% | 397 | +36.0% | 0.01% | +80.0% |
INSM | Buy | INSMED INC COM PAR $.01stock | $53,000 | +32.5% | 2,482 | +21.1% | 0.01% | +50.0% |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $53,000 | +3.9% | 671 | +10.4% | 0.01% | +12.5% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $53,000 | -8.6% | 618 | +1.3% | 0.01% | 0.0% |
TTE | Sell | TOTALENERGIES SE SPONSORED ADSadr | $52,000 | -44.1% | 1,123 | -36.6% | 0.01% | -40.0% |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $52,000 | +30.0% | 1,096 | +38.7% | 0.01% | +50.0% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $53,000 | -8.6% | 614 | +0.3% | 0.01% | 0.0% |
WCC | Sell | WESCO INTL INC COMstock | $57,000 | -36.0% | 474 | -43.0% | 0.01% | -35.7% |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $54,000 | -8.5% | 1,012 | +21.6% | 0.01% | 0.0% |
VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $53,000 | -32.1% | 1,095 | -31.6% | 0.01% | -25.0% |
FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $53,000 | +783.3% | 897 | +797.0% | 0.01% | +800.0% |
OSH | Buy | OAK STR HEALTH INC COMstock | $54,000 | +50.0% | 2,182 | +0.4% | 0.01% | +50.0% |
SMG | Buy | SCOTTS MIRACLE-GRO CO CL Astock | $52,000 | -45.8% | 1,224 | +0.3% | 0.01% | -40.0% |
IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $52,000 | +26.8% | 2,068 | +29.2% | 0.01% | +28.6% |
ALLY | Sell | ALLY FINL INC COMstock | $57,000 | -21.9% | 2,050 | -6.4% | 0.01% | -25.0% |
New | CAPITAL GROUP DIVIDEND VALUE ETFetf | $49,000 | – | 2,400 | – | 0.01% | – | |
CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $50,000 | -70.4% | 164 | -54.6% | 0.01% | -70.4% |
QQXT | Buy | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUNDetf | $51,000 | -1.9% | 737 | +0.1% | 0.01% | 0.0% |
GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $50,000 | +25.0% | 702 | +32.5% | 0.01% | +33.3% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $46,000 | 0.0% | 1,156 | +1.0% | 0.01% | +14.3% |
LRCX | Sell | LAM RESEARCH CORP COMstock | $49,000 | -40.2% | 133 | -31.1% | 0.01% | -38.5% |
OTEX | Buy | OPEN TEXT CORP COMstock | $50,000 | -26.5% | 1,889 | +5.2% | 0.01% | -27.3% |
SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $49,000 | – | 1,964 | +11452.9% | 0.01% | – |
SAP | Sell | SAP SE SPON ADRadr | $49,000 | -16.9% | 606 | -6.8% | 0.01% | -11.1% |
TTEK | Sell | TETRA TECH INC NEW COMstock | $49,000 | -47.3% | 379 | -44.3% | 0.01% | -46.7% |
BG | Sell | BUNGE LIMITED COMstock | $50,000 | -65.5% | 600 | -62.5% | 0.01% | -65.2% |
BJ | Sell | BJS WHSL CLUB HLDGS INC COMstock | $40,000 | -61.2% | 552 | -66.5% | 0.01% | -58.8% |
AVB | Sell | AVALONBAY CMNTYS INC COMreit | $43,000 | -12.2% | 234 | -6.4% | 0.01% | -12.5% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $44,000 | +2100.0% | 619 | +2376.0% | 0.01% | – |
BOX | Buy | BOX INC CL Astock | $41,000 | +28.1% | 1,687 | +32.3% | 0.01% | +40.0% |
HRL | Buy | HORMEL FOODS CORP COMstock | $45,000 | +4.7% | 995 | +8.5% | 0.01% | 0.0% |
FBNC | Buy | FIRST BANCORP N C COMstock | $44,000 | +15.8% | 1,194 | +9.0% | 0.01% | +16.7% |
CZR | Sell | CAESARS ENTERTAINMENT INC NEW COMstock | $45,000 | -22.4% | 1,400 | -7.9% | 0.01% | -22.2% |
AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $45,000 | -85.4% | 1,375 | -84.6% | 0.01% | -85.7% |
TWLO | Buy | TWILIO INC CL Astock | $43,000 | -12.2% | 627 | +6.8% | 0.01% | -12.5% |
BBY | Buy | BEST BUY INC COMstock | $43,000 | -2.3% | 680 | +1.5% | 0.01% | 0.0% |
New | COHERENT CORP COMstock | $40,000 | – | 1,140 | – | 0.01% | – | |
Buy | CONSENSUS CLOUD SOLUTIONS INC COMstock | $42,000 | +27.3% | 895 | +17.8% | 0.01% | +40.0% | |
XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $39,000 | +34.5% | 823 | +53.5% | 0.01% | +20.0% |
IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $35,000 | +52.2% | 1,357 | +50.8% | 0.01% | +50.0% |
ECL | Sell | ECOLAB INC COMstock | $36,000 | -14.3% | 248 | -10.1% | 0.01% | -14.3% |
COWZ | New | PACER US CASH COWS 100 ETFetf | $34,000 | – | 827 | – | 0.01% | – |
ALGT | Buy | ALLEGIANT TRAVEL CO COMstock | $37,000 | +2.8% | 509 | +61.6% | 0.01% | 0.0% |
GSHD | Buy | GOOSEHEAD INS INC COM CL Astock | $35,000 | +75.0% | 976 | +118.3% | 0.01% | +100.0% |
NUE | Buy | NUCOR CORP COMstock | $37,000 | +2.8% | 350 | +1.4% | 0.01% | 0.0% |
CHWY | Buy | CHEWY INC CL Astock | $39,000 | -13.3% | 1,285 | +0.2% | 0.01% | -14.3% |
STWD | Sell | STARWOOD PPTY TR INC COMreit | $34,000 | -57.5% | 1,850 | -51.9% | 0.01% | -53.8% |
FFWM | Buy | FIRST FNDTN INC COMstock | $34,000 | +9.7% | 1,871 | +22.4% | 0.01% | +20.0% |
KMPR | Buy | KEMPER CORP COMstock | $34,000 | +6.2% | 821 | +21.6% | 0.01% | +20.0% |
KALU | Sell | KAISER ALUMINUM CORP COM PAR $0.01stock | $37,000 | -39.3% | 600 | -22.4% | 0.01% | -40.0% |
KBR | Sell | KBR INC COMstock | $39,000 | -43.5% | 911 | -36.2% | 0.01% | -45.5% |
SPSC | Buy | SPS COMM INC COMstock | $39,000 | +116.7% | 315 | +96.9% | 0.01% | +100.0% |
EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $38,000 | -5.0% | 749 | +3.6% | 0.01% | 0.0% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $29,000 | – | 396 | +39500.0% | 0.01% | – |
TDOC | Sell | TELADOC HEALTH INC COMstock | $31,000 | -27.9% | 1,236 | -4.7% | 0.01% | -28.6% |
FBHS | Buy | FORTUNE BRANDS HOME & SEC INC COMstock | $30,000 | +2900.0% | 566 | +3229.4% | 0.01% | – |
ESTE | Buy | EARTHSTONE ENERGY INC CL Astock | $28,000 | +16.7% | 2,281 | +31.5% | 0.01% | +25.0% |
VGSH | New | VANGUARD SHORT-TERM TREASURY ETFetf | $30,000 | – | 520 | – | 0.01% | – |
VRNT | Sell | VERINT SYS INC COMstock | $30,000 | -26.8% | 901 | -6.4% | 0.01% | -28.6% |
FOCS | Buy | FOCUS FINL PARTNERS INC COM CL Astock | $33,000 | +135.7% | 1,044 | +161.7% | 0.01% | +150.0% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $30,000 | -16.7% | 291 | -14.4% | 0.01% | -16.7% |
ZTO | New | ZTO EXPRESS CAYMAN INC SPONSORED ADS Aadr | $30,000 | – | 1,256 | – | 0.01% | – |
IEP | Buy | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $32,000 | +6.7% | 647 | +3.9% | 0.01% | 0.0% |
VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $28,000 | – | 369 | – | 0.01% | – |
PING | Sell | PING IDENTITY HLDG CORP COMstock | $29,000 | +31.8% | 1,047 | -13.7% | 0.01% | +25.0% |
VEEV | Buy | VEEVA SYS INC CL A COMstock | $31,000 | +19.2% | 186 | +40.9% | 0.01% | +25.0% |
GTLS | New | CHART INDS INC COMstock | $29,000 | – | 156 | – | 0.01% | – |
F | Buy | FORD MTR CO DEL COMstock | $28,000 | +3.7% | 2,537 | +6.1% | 0.01% | +25.0% |
YUMC | Buy | YUM CHINA HLDGS INC COMstock | $28,000 | +154.5% | 590 | +156.5% | 0.01% | +150.0% |
CRY | Buy | ARTIVION INC COMstock | $30,000 | -14.3% | 2,149 | +14.5% | 0.01% | -16.7% |
SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $31,000 | +416.7% | 5,460 | +446.0% | 0.01% | +400.0% |
CPRT | Sell | COPART INC COMstock | $31,000 | -13.9% | 295 | -11.4% | 0.01% | -16.7% |
ADSK | Buy | AUTODESK INC COMstock | $31,000 | +19.2% | 166 | +9.2% | 0.01% | +25.0% |
RGLD | Buy | ROYAL GOLD INC COMstock | $28,000 | +154.5% | 300 | +200.0% | 0.01% | +150.0% |
EXPE | Sell | EXPEDIA GROUP INC COM NEWstock | $28,000 | -6.7% | 298 | -6.9% | 0.01% | 0.0% |
BK | Sell | BANK NEW YORK MELLON CORP COMstock | $22,000 | -15.4% | 579 | -7.2% | 0.00% | 0.0% |
UAA | Buy | UNDER ARMOUR INC CL Astock | $23,000 | -11.5% | 3,504 | +10.6% | 0.00% | 0.0% |
FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $22,000 | -79.2% | 297 | -74.2% | 0.00% | -76.5% |
New | PERIMETER SOLUTIONS SA COMMON STOCKstock | $25,000 | – | 3,081 | – | 0.00% | – | |
MGM | Sell | MGM RESORTS INTERNATIONAL COMstock | $26,000 | -43.5% | 883 | -43.8% | 0.00% | -42.9% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $22,000 | 0.0% | 1,340 | +2.1% | 0.00% | 0.0% |
NTRS | Sell | NORTHERN TR CORP COMstock | $24,000 | -38.5% | 284 | -30.4% | 0.00% | -33.3% |
SRLN | New | SPDR BLACKSTONE SENIOR LOAN ETFetf | $25,000 | – | 605 | – | 0.00% | – |
HEFA | New | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $24,000 | – | 789 | – | 0.00% | – |
COMT | Buy | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $23,000 | +9.5% | 640 | +23.8% | 0.00% | +33.3% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $22,000 | +22.2% | 964 | +25.5% | 0.00% | +33.3% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $23,000 | -11.5% | 608 | +2.4% | 0.00% | 0.0% |
IEI | Sell | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $27,000 | -15.6% | 235 | -12.3% | 0.00% | -20.0% |
CCL | Sell | CARNIVAL CORP COMMON STOCKstock | $24,000 | -22.6% | 3,440 | -3.1% | 0.00% | -20.0% |
PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $27,000 | -10.0% | 3,339 | +1.2% | 0.00% | -20.0% |
Buy | INSTRUCTURE HLDGS INC COMstock | $26,000 | +271.4% | 1,168 | +262.7% | 0.00% | +300.0% | |
HST | Buy | HOST HOTELS & RESORTS INC COMreit | $26,000 | +4.0% | 1,646 | +1.4% | 0.00% | 0.0% |
DAN | Sell | DANA INC COMstock | $26,000 | -25.7% | 2,269 | -9.8% | 0.00% | -33.3% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $24,000 | 0.0% | 164 | +0.6% | 0.00% | 0.0% |
DFAE | Buy | DIMENSIONAL EMERGING CORE EQUITY MARKET ETFetf | $25,000 | -10.7% | 1,230 | +1.7% | 0.00% | 0.0% |
NYCB | New | NEW YORK CMNTY BANCORP INC COMstock | $17,000 | – | 2,000 | – | 0.00% | – |
FTV | Buy | FORTIVE CORP COMstock | $18,000 | +28.6% | 308 | +19.8% | 0.00% | +50.0% |
AEO | Sell | AMERICAN EAGLE OUTFITTERS INC COMstock | $18,000 | -61.7% | 1,807 | -57.5% | 0.00% | -62.5% |
HUN | New | HUNTSMAN CORP COMstock | $16,000 | – | 644 | – | 0.00% | – |
MTCH | Buy | MATCH GROUP INC NEW COMstock | $16,000 | +23.1% | 326 | +69.8% | 0.00% | +50.0% |
U | Buy | UNITY SOFTWARE INC COMstock | $17,000 | -5.6% | 544 | +9.5% | 0.00% | 0.0% |
QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $16,000 | 0.0% | 288 | -6.5% | 0.00% | 0.0% |
EPP | Buy | ISHARES MSCI PACIFIC EX-JAPAN ETFetf | $19,000 | +46.2% | 514 | +59.1% | 0.00% | +50.0% |
RNG | Buy | RINGCENTRAL INC CL Astock | $20,000 | +900.0% | 512 | +1405.9% | 0.00% | – |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $21,000 | -22.2% | 1,815 | -9.2% | 0.00% | -25.0% | |
HOLX | Sell | HOLOGIC INC COMstock | $20,000 | -16.7% | 317 | -7.6% | 0.00% | -25.0% |
W | New | WAYFAIR INC CL Astock | $19,000 | – | 571 | – | 0.00% | – |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $16,000 | -5.9% | 344 | +0.3% | 0.00% | 0.0% |
CHD | Sell | CHURCH & DWIGHT CO INC COMstock | $21,000 | -32.3% | 290 | -14.2% | 0.00% | -40.0% |
EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $18,000 | +12.5% | 252 | +24.1% | 0.00% | 0.0% |
ILMN | Buy | ILLUMINA INC COMstock | $18,000 | +20.0% | 92 | +13.6% | 0.00% | +50.0% |
IDXX | Buy | IDEXX LABS INC COMstock | $16,000 | +45.5% | 50 | +61.3% | 0.00% | +50.0% |
IEX | Sell | IDEX CORP COMstock | $18,000 | +5.9% | 92 | -3.2% | 0.00% | 0.0% |
VFC | Buy | V F CORP COMstock | $16,000 | -23.8% | 542 | +15.3% | 0.00% | 0.0% |
IP | Buy | INTERNATIONAL PAPER CO COMstock | $20,000 | -16.7% | 637 | +13.3% | 0.00% | -25.0% |
KRE | Sell | SPDR S&P REGIONAL BANKING ETFetf | $18,000 | -76.3% | 300 | -76.9% | 0.00% | -75.0% |
FSLR | New | FIRST SOLAR INC COMstock | $13,000 | – | 100 | – | 0.00% | – |
MSCI | Sell | MSCI INC COMstock | $11,000 | 0.0% | 25 | -7.4% | 0.00% | 0.0% |
GILD | Buy | GILEAD SCIENCES INC COMstock | $12,000 | +33.3% | 196 | +39.0% | 0.00% | +100.0% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $10,000 | +25.0% | 60 | +11.1% | 0.00% | +100.0% |
UA | Buy | UNDER ARMOUR INC CL Cstock | $10,000 | 0.0% | 1,669 | +25.5% | 0.00% | 0.0% |
TEL | Buy | TE CONNECTIVITY LTD SHSstock | $12,000 | +33.3% | 112 | +38.3% | 0.00% | +100.0% |
IBDR | New | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFetf | $12,000 | – | 500 | – | 0.00% | – |
BEN | Buy | FRANKLIN RESOURCES INC COMstock | $11,000 | +22.2% | 531 | +31.8% | 0.00% | +100.0% |
FMC | Sell | FMC CORP COM NEWstock | $15,000 | -31.8% | 146 | -29.1% | 0.00% | -50.0% |
IBMN | New | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $11,000 | – | 443 | – | 0.00% | – |
BFB | Sell | BROWN FORMAN CORP CL Bstock | $13,000 | -7.1% | 196 | -3.0% | 0.00% | 0.0% |
ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $10,000 | -9.1% | 49 | +6.5% | 0.00% | 0.0% |
IGM | Buy | ISHARES EXPANDED TECH SECTOR ETFetf | $14,000 | +40.0% | 49 | +40.0% | 0.00% | 0.0% |
BWA | Buy | BORGWARNER INC COMstock | $11,000 | +10.0% | 366 | +22.0% | 0.00% | 0.0% |
IRM | Buy | IRON MTN INC DEL COMreit | $13,000 | 0.0% | 294 | +8.1% | 0.00% | 0.0% |
CRI | Buy | CARTERS INC COMstock | $15,000 | +25.0% | 230 | +32.9% | 0.00% | 0.0% |
NVO | Buy | NOVO-NORDISK A S ADRadr | $10,000 | 0.0% | 98 | +4.3% | 0.00% | 0.0% |
WHR | Buy | WHIRLPOOL CORP COMstock | $11,000 | -8.3% | 81 | +5.2% | 0.00% | 0.0% |
New | JACOBS SOLUTIONS INC COMstock | $11,000 | – | 105 | – | 0.00% | – | |
CAKE | Sell | CHEESECAKE FACTORY INC COMstock | $12,000 | -14.3% | 418 | -19.3% | 0.00% | 0.0% |
NEOG | New | NEOGEN CORP COMstock | $10,000 | – | 746 | – | 0.00% | – |
SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $12,000 | -42.9% | 165 | -15.8% | 0.00% | -33.3% |
AGI | New | ALAMOS GOLD INC NEW COM CL Acall | $11,000 | – | 1,500 | – | 0.00% | – |
BAX | Sell | BAXTER INTL INC COMstock | $15,000 | -31.8% | 283 | -17.7% | 0.00% | -50.0% |
HTZZ | Sell | HERTZ GLOBAL HLDGS INC COM NEWstock | $10,000 | -83.9% | 640 | -83.6% | 0.00% | -80.0% |
CCOI | Sell | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $12,000 | -75.0% | 234 | -70.4% | 0.00% | -75.0% |
ARKK | Sell | ARK INNOVATION ETFetf | $11,000 | -91.0% | 300 | -90.2% | 0.00% | -90.0% |
ODFL | Sell | OLD DOMINION FREIGHT LINE INC COMstock | $14,000 | -22.2% | 56 | -22.2% | 0.00% | -33.3% |
New | GRAB HOLDINGS LIMITED CLASS A ORDstock | $14,000 | – | 5,340 | – | 0.00% | – | |
AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $14,000 | +27.3% | 110 | +44.7% | 0.00% | 0.0% |
ADS | Sell | BREAD FINANCIAL HOLDINGS INC COMstock | $14,000 | -30.0% | 440 | -18.5% | 0.00% | -33.3% |
DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $10,000 | -9.1% | 510 | +0.2% | 0.00% | 0.0% |
IYE | Sell | ISHARES U.S. ENERGY ETFetf | $6,000 | -14.3% | 144 | -16.8% | 0.00% | 0.0% |
NDAQ | Buy | NASDAQ INC COMstock | $7,000 | +16.7% | 126 | +200.0% | 0.00% | 0.0% |
MCO | Sell | MOODYS CORP COMstock | $4,000 | -20.0% | 18 | -5.3% | 0.00% | 0.0% |
MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $5,000 | – | 79 | – | 0.00% | – |
LDOS | Buy | LEIDOS HOLDINGS INC COMstock | $9,000 | +28.6% | 100 | +42.9% | 0.00% | 0.0% |
LEG | Buy | LEGGETT & PLATT INC COMstock | $4,000 | +100.0% | 114 | +132.7% | 0.00% | – |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $4,000 | -33.3% | 510 | -13.7% | 0.00% | 0.0% | |
REX | New | REX AMERICAN RES CORP COMstock | $6,000 | – | 225 | – | 0.00% | – |
ROK | Sell | ROCKWELL AUTOMATION INC COMstock | $5,000 | 0.0% | 22 | -12.0% | 0.00% | 0.0% |
KLAC | Sell | KLA CORP COM NEWstock | $8,000 | -50.0% | 25 | -50.0% | 0.00% | -66.7% |
New | J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETFetf | $7,000 | – | 157 | – | 0.00% | – | |
JBGS | Buy | JBG SMITH PPTYS COMreit | $6,000 | -25.0% | 340 | +1.2% | 0.00% | 0.0% |
SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $5,000 | -68.8% | 53 | -66.0% | 0.00% | -66.7% |
New | GSK PLC SPONSORED ADRadr | $4,000 | – | 130 | – | 0.00% | – | |
TSN | New | TYSON FOODS INC CL Astock | $4,000 | – | 65 | – | 0.00% | – |
FNB | New | F N B CORP COMstock | $6,000 | – | 500 | – | 0.00% | – |
EMLC | Sell | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $6,000 | 0.0% | 244 | -2.4% | 0.00% | 0.0% |
EPAM | New | EPAM SYS INC COMstock | $6,000 | – | 16 | – | 0.00% | – |
DTE | Buy | DTE ENERGY CO COMstock | $7,000 | 0.0% | 62 | +5.1% | 0.00% | 0.0% |
VRSN | New | VERISIGN INC COMstock | $6,000 | – | 36 | – | 0.00% | – |
VNT | Buy | VONTIER CORPORATION COMstock | $7,000 | -22.2% | 436 | +7.4% | 0.00% | 0.0% |
CLX | Buy | CLOROX CO DEL COMstock | $9,000 | +28.6% | 70 | +42.9% | 0.00% | 0.0% |
WAB | Buy | WABTEC COMstock | $8,000 | 0.0% | 101 | +4.1% | 0.00% | 0.0% |
CDW | Sell | CDW CORP COMstock | $4,000 | -50.0% | 23 | -55.8% | 0.00% | 0.0% |
XPO | Sell | XPO LOGISTICS INC COMstock | $4,000 | -20.0% | 98 | -1.0% | 0.00% | 0.0% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $8,000 | +60.0% | 106 | +120.8% | 0.00% | 0.0% |
AY | Buy | ATLANTICA SUSTAINABLE INFR PLC SHSstock | $7,000 | -12.5% | 262 | +1.2% | 0.00% | 0.0% |
APTV | New | APTIV PLC SHSput | $8,000 | – | 100 | – | 0.00% | – |
APH | Buy | AMPHENOL CORP NEW CL Astock | $4,000 | 0.0% | 62 | +5.1% | 0.00% | 0.0% |
TROX | New | TRONOX HOLDINGS PLC SHSstock | $8,000 | – | 670 | – | 0.00% | – |
GRMN | Buy | GARMIN LTD SHSstock | $9,000 | -10.0% | 117 | +10.4% | 0.00% | -50.0% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $9,000 | -40.0% | 108 | -31.6% | 0.00% | -50.0% |
RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $6,000 | 0.0% | 150 | -14.8% | 0.00% | 0.0% |
OKTA | Buy | OKTA INC CL Astock | $9,000 | +12.5% | 152 | +61.7% | 0.00% | 0.0% |
TRI | Sell | THOMSON REUTERS CORP. COM NEWstock | $2,000 | 0.0% | 17 | -22.7% | 0.00% | – |
SRET | Buy | GLOBAL X SUPERDIVIDEND REIT ETFetf | $1,000 | -50.0% | 197 | +1.5% | 0.00% | – |
AME | Exit | AMETEK INC COMstock | $0 | – | -29 | – | 0.00% | – |
PGEN | Buy | PRECIGEN INC COMstock | $0 | – | 215 | +30.3% | 0.00% | – |
Sell | NEXTDOOR HOLDINGS INC COM CL Astock | $2,000 | -60.0% | 750 | -50.8% | 0.00% | -100.0% | |
MPWR | New | MONOLITHIC PWR SYS INC COMstock | $3,000 | – | 8 | – | 0.00% | – |
PKI | New | PERKINELMER INC COMstock | $0 | – | 0 | – | 0.00% | – |
AMTX | Sell | AEMETIS INC COM NEWstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
NFE | Sell | NEW FORTRESS ENERGY INC COM CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AGNC | Buy | AGNC INVT CORP COMreit | $1,000 | – | 60 | +62.2% | 0.00% | – |
NWSA | New | NEWS CORP NEW CL Astock | $3,000 | – | 223 | – | 0.00% | – |
DAC | Sell | DANAOS CORPORATION SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
GSL | Sell | GLOBAL SHIP LEASE INC NEW COM CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
GPS | Exit | GAP INC COMstock | $0 | – | -123 | – | 0.00% | – |
HTA | Exit | HEALTHCARE TR AMER INC CL A NEWreit | $0 | – | -100 | – | 0.00% | – |
BHC | Exit | BAUSCH HEALTH COS INC COMstock | $0 | – | -84 | – | 0.00% | – |
VOX | Exit | VANGUARD COMMUNICATION SERVICES ETFetf | $0 | – | -32 | – | 0.00% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $0 | – | -300 | – | 0.00% | – |
MTOR | Exit | MERITOR INC COMstock | $0 | – | -10 | – | 0.00% | – |
TCOM | Exit | TRIP COM GROUP LTD ADSadr | $0 | – | -5 | – | 0.00% | – |
SAFM | Exit | SANDERSON FARMS INC COMstock | $0 | – | -12 | – | 0.00% | – |
EFX | Buy | EQUIFAX INC COMstock | $3,000 | +50.0% | 17 | +70.0% | 0.00% | – |
REMX | Buy | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $2,000 | 0.0% | 30 | +30.4% | 0.00% | – |
CFVI | Exit | CF ACQUISITION CORP VI COM CL Astock | $0 | – | -100 | – | 0.00% | – |
Sell | EMBECTA CORP COMMON STOCKstock | $1,000 | -50.0% | 47 | -43.4% | 0.00% | – | |
ELS | Sell | EQUITY LIFESTYLE PPTYS INC COMreit | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
FTCH | New | FARFETCH LTD ORD SH CL Astock | $2,000 | – | 225 | – | 0.00% | – |
EWBC | Sell | EAST WEST BANCORP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
FLT | Sell | FLEETCOR TECHNOLOGIES INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
FTNT | Buy | FORTINET INC COMstock | $3,000 | 0.0% | 52 | +15.6% | 0.00% | – |
FOXA | New | FOX CORP CL A COMstock | $0 | – | 0 | – | 0.00% | – |
VTWO | Sell | VANGUARD RUSSELL 2000 ETFetf | $0 | – | 5 | -28.6% | 0.00% | – |
Sell | GXO LOGISTICS INCORPORATED COMMON STOCKstock | $3,000 | -25.0% | 98 | -1.0% | 0.00% | -100.0% | |
GLPI | Buy | GAMING & LEISURE PPTYS INC COMreit | $1,000 | 0.0% | 16 | +14.3% | 0.00% | – |
NAPA | New | DUCKHORN PORTFOLIO INC COMstock | $1,000 | – | 83 | – | 0.00% | – |
DISH | New | DISH NETWORK CORPORATION CL Astock | $0 | – | 0 | – | 0.00% | – |
DIN | Sell | DINE BRANDS GLOBAL INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
DDOG | Sell | DATADOG INC CL A COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
TER | New | TERADYNE INC COMstock | $0 | – | 0 | – | 0.00% | – |
COUP | Sell | COUPA SOFTWARE INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
TFX | New | TELEFLEX INCORPORATED COMstock | $0 | – | 0 | – | 0.00% | – |
GRFXY | New | GRAPHEX GROUP LTD SPONSORED ADSadr | $0 | – | 300 | – | 0.00% | – |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $3,000 | +50.0% | 32 | +113.3% | 0.00% | – |
GRWG | Buy | GROWGENERATION CORP COMstock | $1,000 | – | 160 | +60.0% | 0.00% | – |
New | HALEON PLC SPON ADSadr | $3,000 | – | 449 | – | 0.00% | – | |
NET | New | CLOUDFLARE INC CL A COMstock | $0 | – | 8 | – | 0.00% | – |
VMW | Sell | VMWARE INC CL A COMstock | $3,000 | -40.0% | 26 | -42.2% | 0.00% | -100.0% |
Sell | CIVITAS RESOURCES INC COM NEWstock | $1,000 | -90.0% | 18 | -90.6% | 0.00% | -100.0% | |
New | HEALTHCARE RLTY TR CL A COMreit | $2,000 | – | 100 | – | 0.00% | – | |
CHH | Sell | CHOICE HOTELS INTL INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $0 | – | 19 | +58.3% | 0.00% | – |
SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $2,000 | 0.0% | 106 | +1.9% | 0.00% | – |
INCY | Sell | INCYTE CORP COMstock | $3,000 | 0.0% | 40 | -4.8% | 0.00% | – |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COMstock | $1,000 | -83.3% | 3 | -87.0% | 0.00% | -100.0% |
AOS | Buy | SMITH A O CORP COMstock | $3,000 | +200.0% | 67 | +191.3% | 0.00% | – |
CHPT | New | CHARGEPOINT HOLDINGS INC COM CL Astock | $1,000 | – | 100 | – | 0.00% | – |
WST | New | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | 0 | – | 0.00% | – |
WDC | Sell | WESTERN DIGITAL CORP. COMstock | $3,000 | -57.1% | 92 | -41.8% | 0.00% | -100.0% |
WEX | Sell | WEX INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
CTLT | New | CATALENT INC COMstock | $0 | – | 0 | – | 0.00% | – |
IIPR | Sell | INNOVATIVE INDL PPTYS INC COMreit | $3,000 | -66.7% | 30 | -62.5% | 0.00% | -100.0% |
IFF | New | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $3,000 | – | 33 | – | 0.00% | – |
CRS | Sell | CARPENTER TECHNOLOGY CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $1,000 | 0.0% | 23 | +4.5% | 0.00% | – |
IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
HYD | Exit | VANECK HIGH YIELD MUNI ETFetf | $0 | – | -11 | – | 0.00% | – |
QQQJ | Exit | INVESCO NASDAQ NEXT GEN 100 ETFetf | $0 | – | -10 | – | 0.00% | – |
SGOV | Sell | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $0 | -100.0% | 3 | -40.0% | 0.00% | – |
HAIL | Buy | SPDR S&P KENSHO SMART MOBILITY ETFetf | $1,000 | 0.0% | 37 | +2.8% | 0.00% | – |
JLL | New | JONES LANG LASALLE INC COMstock | $0 | – | 3 | – | 0.00% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $0 | – | 0 | – | 0.00% | – |
BE | Sell | BLOOM ENERGY CORP COM CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
New | RUMBLE INC COM CL Astock | $2,000 | – | 166 | – | 0.00% | – | |
KR | Buy | KROGER CO COMstock | $3,000 | 0.0% | 65 | +18.2% | 0.00% | – |
ZS | Sell | ZSCALER INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
ALLE | Sell | ALLEGION PLC ORD SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $3,000 | – | 33 | – | 0.00% | – |
BHVN | Sell | BIOHAVEN PHARMACTL HLDG CO LTD COMstock | $2,000 | -77.8% | 10 | -83.3% | 0.00% | -100.0% |
LPI | Sell | LAREDO PETROLEUM INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
ALNY | Exit | ALNYLAM PHARMACEUTICALS INC COMstock | $0 | – | -1 | – | 0.00% | – |
BLL | Buy | BALL CORP COMstock | $3,000 | +50.0% | 62 | +113.8% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP COMstock | $2,000 | – | 63 | – | 0.00% | – |
REG | New | REGENCY CTRS CORP COMreit | $0 | – | 7 | – | 0.00% | – |
RDFN | New | REDFIN CORP COMstock | $3,000 | – | 500 | – | 0.00% | – |
LNC | Buy | LINCOLN NATL CORP IND COMstock | $3,000 | 0.0% | 68 | +17.2% | 0.00% | – |
ACB | Sell | AURORA CANNABIS INC COMstock | $0 | – | 1 | -94.1% | 0.00% | – |
Sell | LOYALTY VENTURES INC COMMON STOCKstock | $0 | – | 40 | -68.8% | 0.00% | – | |
QRVO | New | QORVO INC COMstock | $1,000 | – | 7 | – | 0.00% | – |
PHM | Buy | PULTE GROUP INC COMstock | $2,000 | 0.0% | 64 | +20.8% | 0.00% | – |
LYFT | Sell | LYFT INC CL A COMstock | $0 | -100.0% | 15 | -87.0% | 0.00% | – |
PENN | New | PENN ENTERTAINMENT INC COMstock | $0 | – | 0 | – | 0.00% | – |
MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $2,000 | 0.0% | 9 | +12.5% | 0.00% | – |
FREY | Sell | FREYR BATTERY SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
CDK | Exit | CDK GLOBAL INC COMstock | $0 | – | -115 | – | -0.00% | – |
GSK | Exit | GSK PLC SPONSORED ADRadr | $0 | – | -163 | – | -0.00% | – |
TRMB | Exit | TRIMBLE INC COMstock | $0 | – | -64 | – | -0.00% | – |
JBHT | Exit | HUNT J B TRANS SVCS INC COMstock | $0 | – | -24 | – | -0.00% | – |
STNE | Exit | STONECO LTD COM CL Astock | $0 | – | -672 | – | -0.00% | – |
ZLAB | Exit | ZAI LAB LTD ADRadr | $0 | – | -226 | – | -0.00% | – |
Exit | MANDIANT INC COMstock | $0 | – | -297 | – | -0.00% | – | |
Exit | ROBINHOOD MKTS INC COM CL Astock | $0 | – | -1,000 | – | -0.00% | – | |
SOXX | Exit | ISHARES SEMICONDUCTOR FUNDetf | $0 | – | -12 | – | -0.00% | – |
HL | Exit | HECLA MNG CO COMstock | $0 | – | -2,000 | – | -0.00% | – |
LKFN | Exit | LAKELAND FINL CORP COMstock | $0 | – | -126 | – | -0.00% | – |
Exit | LIGHTSPEED COMMERCE INC SUB VTG SHSstock | $0 | – | -533 | – | -0.00% | – | |
J | Exit | JACOBS ENGR GROUP INC COMstock | $0 | – | -100 | – | -0.00% | – |
IVOL | Exit | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $0 | – | -400 | – | -0.00% | – |
IEF | Exit | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $0 | – | -115 | – | -0.00% | – |
FUTU | Exit | FUTU HLDGS LTD SPON ADS CL Aadr | $0 | – | -209 | – | -0.00% | – |
BA | Exit | BOEING CO COMcall | $0 | – | -100 | – | -0.00% | – |
IEFN | Exit | ISHARES EVOLVED U.S. FINANCIALS ETFetf | $0 | – | -674 | – | -0.00% | – |
JMST | Exit | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $0 | – | -396 | – | -0.00% | – |
NTLA | Exit | INTELLIA THERAPEUTICS INC COMcall | $0 | – | -300 | – | -0.00% | – |
CHK | Exit | CHESAPEAKE ENERGY CORP COMstock | $0 | – | -349 | – | -0.00% | – |
RIO | Exit | RIO TINTO PLC SPONSORED ADRadr | $0 | – | -435 | – | -0.00% | – |
PATH | Exit | UIPATH INC CL Astock | $0 | – | -1,194 | – | -0.00% | – |
ZROZ | Exit | PIMCO 25 PLUS YEAR ZERO CPN US TREAS INDEX ETFcall | $0 | – | -300 | – | -0.01% | – |
NP | Exit | NEENAH INC COMstock | $0 | – | -1,180 | – | -0.01% | – |
IIVI | Exit | II-VI INC COMstock | $0 | – | -1,140 | – | -0.01% | – |
TLT | Exit | ISHARES 20 PLUS YEAR TREASURY BOND ETFcall | $0 | – | -500 | – | -0.01% | – |
PUK | Exit | PRUDENTIAL PLC ADRadr | $0 | – | -2,649 | – | -0.01% | – |
EVOP | Exit | EVO PMTS INC CL A COMstock | $0 | – | -3,106 | – | -0.01% | – |
SAIL | Exit | SAILPOINT TECHNOLOGIES HLDGS I COMstock | $0 | – | -1,301 | – | -0.01% | – |
CLVT | Exit | CLARIVATE PLC ORD SHSstock | $0 | – | -6,471 | – | -0.01% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -15,531 | – | -0.02% | – |
SAN | Exit | BANCO SANTANDER S.A. ADRadr | $0 | – | -40,382 | – | -0.02% | – |
SNN | Exit | SMITH & NEPHEW PLC SPDN ADR NEWadr | $0 | – | -4,270 | – | -0.02% | – |
TEAM | Exit | ATLASSIAN CORP PLC CL Astock | $0 | – | -1,437 | – | -0.04% | – |
Q2 2022
Q4 2021
Q3 2021
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC COMstock | $55,414,000 | +3.9% | 391,619 | +0.6% | 7.51% | +4.0% |
AMZN | Buy | AMAZON COM INC COMstock | $48,599,000 | -3.0% | 14,794 | +1.5% | 6.59% | -3.0% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $29,187,000 | +9.6% | 10,917 | +0.1% | 3.96% | +9.7% |
MSFT | Buy | MICROSOFT CORP COMstock | $27,618,000 | +4.8% | 97,965 | +0.7% | 3.74% | +4.8% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $13,646,000 | +8.7% | 5,120 | +2.2% | 1.85% | +8.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $13,360,000 | -1.7% | 48,950 | +0.1% | 1.81% | -1.6% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $12,794,000 | -2.0% | 32,742 | +0.4% | 1.73% | -1.9% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $11,136,000 | -2.2% | 25,848 | -2.4% | 1.51% | -2.2% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $11,003,000 | -6.8% | 42,284 | +4.4% | 1.49% | -6.8% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $10,033,000 | -6.3% | 28,856 | -1.6% | 1.36% | -6.2% |
V | Buy | VISA INC COM CL Astock | $9,848,000 | -2.9% | 44,209 | +1.9% | 1.34% | -2.8% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $9,019,000 | -3.3% | 56,286 | +0.1% | 1.22% | -3.2% |
CRM | Sell | SALESFORCE COM INC COMstock | $8,766,000 | +10.1% | 32,322 | -0.8% | 1.19% | +10.2% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $8,609,000 | +6.5% | 52,594 | +1.2% | 1.17% | +6.6% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $8,235,000 | +13.5% | 54,965 | +14.2% | 1.12% | +13.5% |
SBUX | Buy | STARBUCKS CORP COMstock | $8,103,000 | -1.3% | 73,461 | +0.1% | 1.10% | -1.3% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $7,958,000 | -0.3% | 49,273 | +1.7% | 1.08% | -0.3% |
FB | Sell | FACEBOOK INC CL Astock | $7,728,000 | -6.9% | 22,769 | -4.6% | 1.05% | -6.9% |
DIS | Buy | DISNEY WALT CO COMstock | $7,659,000 | -0.3% | 45,272 | +3.6% | 1.04% | -0.2% |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $7,214,000 | -1.0% | 70,876 | -1.0% | 0.98% | -0.9% |
BLK | Sell | BLACKROCK INC COMstock | $6,253,000 | -5.0% | 7,456 | -0.9% | 0.85% | -5.0% |
AMGN | Sell | AMGEN INC COMstock | $6,132,000 | -14.7% | 28,837 | -2.2% | 0.83% | -14.6% |
TROW | Sell | T ROWE PRICE GROUP INC COMstock | $5,792,000 | -2.3% | 29,447 | -1.7% | 0.78% | -2.2% |
AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $5,561,000 | -1.5% | 20,954 | +0.3% | 0.75% | -1.4% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $5,476,000 | -0.4% | 70,192 | +0.7% | 0.74% | -0.4% |
VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $5,231,000 | +14.5% | 18,029 | +13.2% | 0.71% | +14.5% |
MRNA | Sell | MODERNA INC COMstock | $5,012,000 | +56.1% | 13,024 | -4.7% | 0.68% | +56.1% |
NKE | Buy | NIKE INC CL Bstock | $4,826,000 | -5.4% | 33,232 | +0.6% | 0.65% | -5.4% |
BX | Sell | BLACKSTONE INC COMstock | $4,778,000 | +16.9% | 41,068 | -2.4% | 0.65% | +17.0% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $4,768,000 | +4.2% | 121,620 | +5.7% | 0.65% | +4.2% |
HD | Buy | HOME DEPOT INC COMstock | $4,697,000 | +43.6% | 14,309 | +39.5% | 0.64% | +43.8% |
IWY | Sell | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $4,564,000 | -14.7% | 29,892 | -15.8% | 0.62% | -14.6% |
BAC | Sell | BK OF AMERICA CORP COMstock | $4,446,000 | +1.7% | 104,727 | -1.2% | 0.60% | +1.9% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $4,135,000 | -4.7% | 14,083 | +1.2% | 0.56% | -4.8% |
HON | Buy | HONEYWELL INTL INC COMstock | $4,002,000 | -3.0% | 18,850 | +0.2% | 0.54% | -3.0% |
DOCU | Sell | DOCUSIGN INC COMstock | $3,934,000 | -9.1% | 15,280 | -1.3% | 0.53% | -9.0% |
IWX | Sell | ISHARES RUSSELL TOP 200 VALUE ETFetf | $3,898,000 | -11.8% | 59,377 | -10.7% | 0.53% | -11.9% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $3,782,000 | +3.2% | 13,801 | +2.3% | 0.51% | +3.4% |
SQ | Buy | SQUARE INC CL Astock | $3,674,000 | +1.0% | 15,317 | +2.7% | 0.50% | +1.0% |
VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $3,435,000 | -8.2% | 24,602 | -7.6% | 0.47% | -8.1% |
VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $3,410,000 | +6.8% | 25,189 | +8.4% | 0.46% | +6.7% |
PEP | Sell | PEPSICO INC COMstock | $3,410,000 | +0.6% | 22,672 | -0.9% | 0.46% | +0.7% |
SPY | Sell | SPDR S&P 500 ETFetf | $3,363,000 | -5.2% | 7,837 | -5.5% | 0.46% | -5.2% |
ABT | Buy | ABBOTT LABS COMstock | $3,301,000 | +2.1% | 27,940 | +0.2% | 0.45% | +2.1% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $3,293,000 | +6.2% | 14,830 | +6.6% | 0.45% | +6.2% |
ORCL | Sell | ORACLE CORP COMstock | $3,162,000 | +10.3% | 36,287 | -1.4% | 0.43% | +10.6% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $3,013,000 | +3.4% | 40,574 | +4.3% | 0.41% | +3.3% |
GLDM | Sell | SPDR GOLD MINISHARES TRUSTetf | $2,994,000 | -2.5% | 171,499 | -1.7% | 0.41% | -2.4% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $2,992,000 | +3.0% | 21,403 | -0.6% | 0.40% | +3.1% |
REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $2,959,000 | +11.7% | 4,889 | +3.1% | 0.40% | +11.7% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $2,950,000 | -1.2% | 18,848 | +0.1% | 0.40% | -1.0% |
IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $2,722,000 | +2.2% | 10,348 | +4.4% | 0.37% | +2.2% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $2,693,000 | -11.2% | 21,088 | -11.0% | 0.36% | -11.2% |
INTC | Buy | INTEL CORP COMstock | $2,643,000 | +1.2% | 49,615 | +6.7% | 0.36% | +1.1% |
DHR | Buy | DANAHER CORPORATION COMstock | $2,634,000 | +13.5% | 8,653 | +0.1% | 0.36% | +13.7% |
VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $2,619,000 | +2.5% | 11,083 | +2.5% | 0.36% | +2.6% |
ABBV | Sell | ABBVIE INC COMstock | $2,610,000 | -10.5% | 24,200 | -6.5% | 0.35% | -10.4% |
GLD | Sell | SPDR GOLD SHARESetf | $2,561,000 | -2.1% | 15,592 | -1.3% | 0.35% | -2.0% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $2,499,000 | +0.5% | 44,683 | +2.5% | 0.34% | +0.6% |
NFLX | Sell | NETFLIX INC COMstock | $2,463,000 | +1.2% | 4,036 | -12.4% | 0.33% | +1.2% |
FDX | Sell | FEDEX CORP COMstock | $2,437,000 | -37.6% | 11,115 | -15.2% | 0.33% | -37.6% |
LOW | Sell | LOWES COS INC COMstock | $2,361,000 | +4.1% | 11,637 | -0.4% | 0.32% | +4.2% |
WMT | Sell | WALMART INC COMstock | $2,280,000 | -1.5% | 16,357 | -0.3% | 0.31% | -1.6% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $2,239,000 | -10.8% | 10,234 | -6.5% | 0.30% | -10.9% |
LLY | Sell | LILLY ELI & CO COMstock | $2,191,000 | -1.1% | 9,481 | -1.7% | 0.30% | -1.0% |
TJX | Sell | TJX COS INC NEW COMstock | $2,031,000 | -2.4% | 30,783 | -0.3% | 0.28% | -2.5% |
IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFetf | $2,006,000 | +17.7% | 17,713 | +19.5% | 0.27% | +17.7% |
BA | Sell | BOEING CO COMstock | $1,963,000 | -27.5% | 8,927 | -21.0% | 0.27% | -27.5% |
SYK | Sell | STRYKER CORPORATION COMstock | $1,915,000 | +1.5% | 7,260 | -0.1% | 0.26% | +1.6% |
SHOP | Buy | SHOPIFY INC CL Astock | $1,875,000 | -6.3% | 1,383 | +0.9% | 0.25% | -6.3% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,873,000 | -12.4% | 21,745 | -12.4% | 0.25% | -12.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $1,872,000 | -34.1% | 34,655 | -31.6% | 0.25% | -34.0% |
LULU | Sell | LULULEMON ATHLETICA INC COMstock | $1,866,000 | +10.5% | 4,612 | -0.4% | 0.25% | +10.5% |
MDT | Buy | MEDTRONIC PLC SHSstock | $1,854,000 | +1.5% | 14,789 | +0.5% | 0.25% | +1.6% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $1,843,000 | +0.1% | 21,444 | -0.7% | 0.25% | +0.4% |
CRSP | Sell | CRISPR THERAPEUTICS AG NAMEN AKTstock | $1,799,000 | -32.2% | 16,074 | -2.0% | 0.24% | -32.0% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $1,782,000 | -23.8% | 30,113 | -14.0% | 0.24% | -23.7% |
MRK | Buy | MERCK & CO INC COMstock | $1,770,000 | -1.6% | 23,572 | +2.0% | 0.24% | -1.6% |
TSLA | Buy | TESLA INC COMstock | $1,746,000 | +15.0% | 2,252 | +0.8% | 0.24% | +15.0% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,651,000 | +13.8% | 3,675 | +0.2% | 0.22% | +13.7% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,632,000 | +0.1% | 10,625 | +0.9% | 0.22% | 0.0% |
FIGS | Buy | FIGS INC CL Astock | $1,565,000 | +217.4% | 42,143 | +327.8% | 0.21% | +216.4% |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $1,550,000 | +7.9% | 10,469 | -0.5% | 0.21% | +7.7% |
KLDW | Sell | KNOWLEDGE LEADERS DEVELOPED WORLD ETFetf | $1,552,000 | -0.4% | 33,127 | -1.0% | 0.21% | -0.5% |
CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $1,532,000 | -10.3% | 8,837 | +0.9% | 0.21% | -10.0% |
CSCO | Sell | CISCO SYS INC COMstock | $1,506,000 | -1.6% | 27,663 | -4.2% | 0.20% | -1.4% |
TXRH | Sell | TEXAS ROADHOUSE INC COMstock | $1,506,000 | -5.6% | 16,495 | -0.6% | 0.20% | -5.6% |
UNP | Buy | UNION PAC CORP COMstock | $1,497,000 | -9.4% | 7,636 | +1.6% | 0.20% | -9.4% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,458,000 | -18.6% | 4,226 | -10.7% | 0.20% | -18.5% |
SU | Buy | SUNCOR ENERGY INC NEW COMstock | $1,440,000 | -13.1% | 69,441 | +0.4% | 0.20% | -13.3% |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $1,434,000 | -4.3% | 7,322 | +0.5% | 0.19% | -4.4% |
CVX | Buy | CHEVRON CORP NEW COMstock | $1,392,000 | +0.3% | 13,718 | +3.5% | 0.19% | +0.5% |
GDX | Buy | VANECK GOLD MINERS ETFetf | $1,395,000 | +72.4% | 47,350 | +98.9% | 0.19% | +71.8% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $1,396,000 | +7.1% | 17,774 | -0.1% | 0.19% | +6.8% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $1,347,000 | -3.2% | 11,740 | -1.7% | 0.18% | -3.2% |
ZTS | Sell | ZOETIS INC CL Astock | $1,349,000 | -3.1% | 6,948 | -7.0% | 0.18% | -3.2% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,351,000 | +7.8% | 18,202 | +0.6% | 0.18% | +7.6% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,313,000 | -43.2% | 8,872 | -13.0% | 0.18% | -43.1% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $1,312,000 | +49.9% | 6,332 | +479.3% | 0.18% | +49.6% |
AFMD | Buy | AFFIMED N V COMstock | $1,314,000 | -18.1% | 212,700 | +12.7% | 0.18% | -18.0% |
MMM | Sell | 3M CO COMstock | $1,317,000 | -13.0% | 7,510 | -1.5% | 0.18% | -13.2% |
MCD | Buy | MCDONALDS CORP COMstock | $1,302,000 | +5.0% | 5,399 | +0.6% | 0.18% | +4.8% |
PLD | Sell | PROLOGIS INC. COMreit | $1,274,000 | +3.2% | 10,155 | -1.6% | 0.17% | +3.6% |
IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $1,252,000 | +1.6% | 11,172 | +2.7% | 0.17% | +1.8% |
GLW | Buy | CORNING INC COMstock | $1,212,000 | -9.5% | 33,216 | +1.5% | 0.16% | -9.4% |
XOM | Sell | EXXON MOBIL CORP COMstock | $1,192,000 | -20.7% | 20,261 | -15.0% | 0.16% | -20.6% |
OGN | Buy | ORGANON & CO COMMON STOCKstock | $1,171,000 | +48.0% | 35,697 | +36.6% | 0.16% | +48.6% |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $1,159,000 | -2.2% | 12,294 | +0.2% | 0.16% | -2.5% |
FIVE | Sell | FIVE BELOW INC COMstock | $1,111,000 | -9.7% | 6,283 | -1.4% | 0.15% | -9.6% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $1,114,000 | +16.3% | 613 | -0.8% | 0.15% | +16.2% |
T | Sell | AT&T INC COMstock | $1,098,000 | -12.2% | 40,669 | -6.3% | 0.15% | -11.8% |
NTES | Sell | NETEASE INC SPONSORED ADSadr | $1,099,000 | -29.0% | 12,865 | -4.2% | 0.15% | -29.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $1,090,000 | -1.3% | 4,435 | +1.0% | 0.15% | -1.3% |
CSX | Buy | CSX CORP COMstock | $1,067,000 | -0.4% | 35,868 | +7.5% | 0.14% | 0.0% |
AVGO | Buy | BROADCOM INC COMstock | $1,072,000 | +8.9% | 2,211 | +7.1% | 0.14% | +9.0% |
QQQ | Sell | INVESCO QQQ TRUSTetf | $1,052,000 | -23.3% | 2,938 | -24.1% | 0.14% | -23.1% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $1,046,000 | +3.5% | 3,739 | +0.8% | 0.14% | +3.6% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $1,034,000 | -9.4% | 5,677 | +3.5% | 0.14% | -9.7% |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $1,032,000 | -6.9% | 17,732 | -0.1% | 0.14% | -6.7% |
QCOM | Buy | QUALCOMM INC COMstock | $1,032,000 | -3.0% | 7,999 | +7.5% | 0.14% | -2.8% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $1,035,000 | -1.1% | 2,873 | -0.2% | 0.14% | -1.4% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $999,000 | +10.1% | 8,824 | +0.8% | 0.14% | +9.8% |
CVS | Buy | CVS HEALTH CORP COMstock | $989,000 | +7.4% | 11,659 | +5.6% | 0.13% | +7.2% |
LTC | Sell | LTC PPTYS INC COMreit | $991,000 | -32.9% | 31,266 | -18.7% | 0.13% | -33.0% |
FISV | Sell | FISERV INC COMstock | $991,000 | +1.1% | 9,131 | -0.4% | 0.13% | +0.8% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $981,000 | -2.7% | 6,790 | +1.3% | 0.13% | -2.9% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $985,000 | +3.2% | 5,033 | +0.6% | 0.13% | +3.1% |
WPC | Buy | WP CAREY INC COMreit | $956,000 | -1.7% | 13,088 | +0.4% | 0.13% | -1.5% |
PAYX | Sell | PAYCHEX INC COMstock | $962,000 | +3.2% | 8,551 | -1.5% | 0.13% | +3.2% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $959,000 | +46.6% | 6,596 | +49.0% | 0.13% | +46.1% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $931,000 | -0.3% | 9,133 | -0.3% | 0.13% | -0.8% |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $926,000 | +7.3% | 2,895 | -1.1% | 0.12% | +6.8% |
NOW | Buy | SERVICENOW INC COMstock | $925,000 | +17.4% | 1,487 | +3.7% | 0.12% | +16.8% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $913,000 | +19.0% | 1,598 | +5.1% | 0.12% | +19.2% |
BKI | Buy | BLACK KNIGHT INC COMstock | $911,000 | -0.4% | 12,654 | +7.8% | 0.12% | -0.8% |
PFE | Sell | PFIZER INC COMstock | $897,000 | +5.7% | 20,852 | -3.8% | 0.12% | +6.1% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $903,000 | -0.2% | 1,569 | +1.5% | 0.12% | -0.8% |
BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $883,000 | -25.2% | 5,740 | -0.9% | 0.12% | -25.0% |
DPZ | Sell | DOMINOS PIZZA INC COMstock | $889,000 | -0.2% | 1,863 | -2.4% | 0.12% | -0.8% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $872,000 | +15.5% | 5,841 | +14.3% | 0.12% | +15.7% |
SIL | Sell | GLOBAL X SILVER MINERS ETFetf | $869,000 | -52.8% | 24,772 | -42.5% | 0.12% | -52.6% |
NTLA | Buy | INTELLIA THERAPEUTICS INC COMstock | $860,000 | +343.3% | 6,410 | +434.2% | 0.12% | +350.0% |
SLQT | Buy | SELECTQUOTE INC COMstock | $843,000 | +53.0% | 65,212 | +128.1% | 0.11% | +52.0% |
CL | Buy | COLGATE PALMOLIVE CO COMstock | $837,000 | -5.7% | 11,075 | +1.5% | 0.11% | -5.8% |
FDN | Buy | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $833,000 | -1.2% | 3,529 | +2.6% | 0.11% | -0.9% |
DOX | Sell | AMDOCS LTD SHSstock | $835,000 | -2.3% | 11,030 | -0.2% | 0.11% | -2.6% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $834,000 | +1.0% | 13,685 | +5.0% | 0.11% | +0.9% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $833,000 | +12.1% | 6,541 | +10.9% | 0.11% | +11.9% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $803,000 | 0.0% | 4,017 | -0.7% | 0.11% | 0.0% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $799,000 | -29.7% | 15,867 | -23.1% | 0.11% | -29.9% |
MS | Sell | MORGAN STANLEY COM NEWstock | $793,000 | +2.1% | 8,153 | -3.8% | 0.11% | +1.9% |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $774,000 | +7.8% | 4,312 | +7.2% | 0.10% | +8.2% |
ABNB | Sell | AIRBNB INC COM CL Astock | $762,000 | -12.8% | 4,540 | -20.4% | 0.10% | -12.7% |
SRE | Buy | SEMPRA COMstock | $748,000 | -0.7% | 5,914 | +4.0% | 0.10% | -1.0% |
RBLX | Sell | ROBLOX CORP CL Astock | $746,000 | -20.4% | 9,876 | -5.1% | 0.10% | -20.5% |
ISRG | Sell | INTUITIVE SURGICAL INC COM NEWstock | $713,000 | +7.9% | 717 | -0.3% | 0.10% | +7.8% |
VGSH | Buy | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $703,000 | +4.5% | 11,445 | +4.5% | 0.10% | +4.4% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $699,000 | -0.6% | 3,174 | -2.4% | 0.10% | 0.0% |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $704,000 | -40.5% | 15,707 | -33.5% | 0.10% | -40.6% |
C | Buy | CITIGROUP INC COM NEWstock | $696,000 | +14.3% | 9,916 | +15.2% | 0.09% | +14.6% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $694,000 | +32.2% | 3,173 | +36.2% | 0.09% | +32.4% |
KO | Buy | COCA COLA CO COMstock | $683,000 | +4.6% | 13,024 | +7.9% | 0.09% | +5.7% |
DHI | Buy | D R HORTON INC COMstock | $682,000 | +8.8% | 8,119 | +17.1% | 0.09% | +8.2% |
PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $671,000 | -10.7% | 27,900 | -2.1% | 0.09% | -10.8% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $661,000 | -6.8% | 14,246 | -9.0% | 0.09% | -6.2% |
KHC | Buy | KRAFT HEINZ CO COMstock | $657,000 | -6.8% | 17,839 | +3.2% | 0.09% | -6.3% |
QUS | Buy | SPDR MSCI USA STRATEGICFACTORS ETFetf | $656,000 | +9.5% | 5,496 | +9.6% | 0.09% | +9.9% |
MKL | Buy | MARKEL CORP COMstock | $653,000 | +10.1% | 546 | +9.2% | 0.09% | +10.0% |
TWLO | Sell | TWILIO INC CL Astock | $636,000 | -25.4% | 1,993 | -7.9% | 0.09% | -25.9% |
WKME | Buy | WALKME LTD ORD SHSstock | $628,000 | +152.2% | 21,100 | +148.2% | 0.08% | +150.0% |
JAZZ | Buy | JAZZ PHARMACEUTICALS PLC SHS USDstock | $628,000 | +13.4% | 4,823 | +54.6% | 0.08% | +13.3% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $626,000 | -22.0% | 6,601 | -18.5% | 0.08% | -22.0% |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $627,000 | -12.2% | 7,733 | -4.3% | 0.08% | -12.4% |
VIAC | Buy | VIACOMCBS INC CL Bstock | $619,000 | -11.1% | 15,663 | +1.7% | 0.08% | -10.6% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $622,000 | -13.6% | 5,571 | -7.0% | 0.08% | -14.3% |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $601,000 | -2.4% | 4,539 | -1.4% | 0.08% | -2.4% |
SLV | Buy | ISHARES SILVER TRUSTetf | $589,000 | -8.1% | 28,714 | +8.5% | 0.08% | -8.0% |
TMUS | Buy | T-MOBILE US INC COMstock | $585,000 | -9.3% | 4,578 | +2.9% | 0.08% | -9.2% |
APO | Buy | APOLLO GLOBAL MGMT INC COM CL Astock | $567,000 | +3.1% | 9,207 | +4.1% | 0.08% | +4.1% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $568,000 | +188.3% | 11,050 | +197.3% | 0.08% | +185.2% |
STT | Sell | STATE STR CORP COMstock | $569,000 | -3.6% | 6,713 | -6.4% | 0.08% | -3.8% |
ANTM | Buy | ANTHEM INC COMstock | $567,000 | -0.9% | 1,521 | +1.5% | 0.08% | 0.0% |
FAST | Sell | FASTENAL CO COMstock | $556,000 | -1.2% | 10,770 | -0.5% | 0.08% | -1.3% |
PFIX | Sell | SIMPLIFY INTEREST RATE HEDGE ETFetf | $556,000 | -3.0% | 13,663 | -1.3% | 0.08% | -3.8% |
BKNG | Buy | BOOKING HOLDINGS INC COMstock | $551,000 | +33.1% | 232 | +22.8% | 0.08% | +33.9% |
SYY | Buy | SYSCO CORP COMstock | $552,000 | +4.0% | 7,032 | +2.9% | 0.08% | +4.2% |
EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $549,000 | -6.2% | 4,609 | -0.2% | 0.07% | -6.3% |
TEAM | Buy | ATLASSIAN CORP PLC CL Astock | $515,000 | +153.7% | 1,315 | +66.7% | 0.07% | +159.3% |
COP | Buy | CONOCOPHILLIPS COMstock | $510,000 | +52.7% | 7,529 | +37.1% | 0.07% | +53.3% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COMstock | $506,000 | +63.8% | 3,458 | +80.0% | 0.07% | +64.3% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $509,000 | +3.5% | 8,111 | +495.5% | 0.07% | +3.0% |
WDAY | Buy | WORKDAY INC CL Astock | $502,000 | +9.8% | 2,008 | +5.0% | 0.07% | +9.7% |
DES | Sell | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $495,000 | -6.2% | 16,045 | -3.1% | 0.07% | -6.9% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $495,000 | -46.3% | 2,351 | -40.4% | 0.07% | -46.4% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $490,000 | +30.3% | 1,024 | +1.0% | 0.07% | +29.4% |
New | GENERAL ELECTRIC CO COM NEWstock | $490,000 | – | 4,754 | – | 0.07% | – | |
TDOC | Sell | TELADOC HEALTH INC COMstock | $481,000 | -61.3% | 3,797 | -49.2% | 0.06% | -61.3% |
QRVO | Buy | QORVO INC COMstock | $478,000 | +9.1% | 2,862 | +27.9% | 0.06% | +10.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $477,000 | +1.9% | 4,613 | +3.2% | 0.06% | +3.2% |
JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $474,000 | +51.9% | 7,947 | +54.0% | 0.06% | +52.4% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $471,000 | +124.3% | 1,174 | +123.2% | 0.06% | +128.6% |
FFIV | Buy | F5 NETWORKS INC COMstock | $462,000 | +7.4% | 2,324 | +0.9% | 0.06% | +8.6% |
LKQ | Sell | LKQ CORP COMstock | $454,000 | +2.3% | 9,014 | -0.1% | 0.06% | +3.3% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $456,000 | -29.0% | 1,854 | -29.8% | 0.06% | -28.7% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $455,000 | -30.2% | 8,727 | -27.9% | 0.06% | -29.5% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $456,000 | -12.5% | 2,150 | -10.6% | 0.06% | -12.7% |
EQIX | Buy | EQUINIX INC COMreit | $459,000 | -1.1% | 581 | +0.5% | 0.06% | -1.6% |
SPGI | Buy | S&P GLOBAL INC COMstock | $453,000 | +15.3% | 1,066 | +11.4% | 0.06% | +15.1% |
CAT | Sell | CATERPILLAR INC COMstock | $441,000 | -18.9% | 2,299 | -8.0% | 0.06% | -18.9% |
EXC | Buy | EXELON CORP COMstock | $440,000 | +55.5% | 9,103 | +42.5% | 0.06% | +57.9% |
AFL | Sell | AFLAC INC COMstock | $441,000 | -4.1% | 8,467 | -1.2% | 0.06% | -3.2% |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $437,000 | +9.5% | 4,439 | +10.0% | 0.06% | +9.3% |
DRI | Sell | DARDEN RESTAURANTS INC COMstock | $439,000 | -7.4% | 2,897 | -10.8% | 0.06% | -7.8% |
PSX | Sell | PHILLIPS 66 COMstock | $431,000 | -23.4% | 6,152 | -6.3% | 0.06% | -23.7% |
TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $430,000 | -2.7% | 7,610 | -1.3% | 0.06% | -3.3% |
ENPH | Sell | ENPHASE ENERGY INC COMstock | $430,000 | -23.6% | 2,868 | -6.5% | 0.06% | -23.7% |
SE | Buy | SEA LTD SPONSORD ADSadr | $426,000 | +16.7% | 1,335 | +0.4% | 0.06% | +18.4% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $422,000 | +77.3% | 8,030 | +76.7% | 0.06% | +78.1% |
DXCM | Sell | DEXCOM INC COMstock | $422,000 | -14.4% | 771 | -33.2% | 0.06% | -14.9% |
RJF | Buy | RAYMOND JAMES FINL INC COMstock | $411,000 | +6.5% | 4,458 | +49.9% | 0.06% | +7.7% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $405,000 | -15.6% | 8,600 | -5.8% | 0.06% | -15.4% |
BCE | Sell | BCE INC COM NEWstock | $403,000 | +0.2% | 8,049 | -1.3% | 0.06% | +1.9% |
DON | Sell | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $405,000 | -5.4% | 9,762 | -4.3% | 0.06% | -5.2% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $397,000 | -13.1% | 1,658 | -3.8% | 0.05% | -12.9% |
FDP | Sell | FRESH DEL MONTE PRODUCE INC ORDstock | $396,000 | -44.1% | 12,293 | -43.0% | 0.05% | -43.8% |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $400,000 | -60.9% | 3,952 | -61.6% | 0.05% | -61.2% |
DLTR | Buy | DOLLAR TREE INC COMstock | $394,000 | +4.5% | 4,112 | +8.6% | 0.05% | +3.9% |
DKNG | Sell | DRAFTKINGS INC COM CL Astock | $389,000 | -8.9% | 8,085 | -1.2% | 0.05% | -8.6% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $384,000 | +4.6% | 4,732 | +9.2% | 0.05% | +4.0% |
TMHC | Sell | TAYLOR MORRISON HOME CORP COMstock | $382,000 | -2.6% | 14,821 | -0.1% | 0.05% | -1.9% |
OMF | Buy | ONEMAIN HLDGS INC COMstock | $376,000 | -7.6% | 6,797 | +0.1% | 0.05% | -7.3% |
DOV | Sell | DOVER CORP COMstock | $377,000 | -2.6% | 2,425 | -5.7% | 0.05% | -1.9% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $354,000 | +48.7% | 9,425 | +45.6% | 0.05% | +50.0% |
AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $348,000 | +2.1% | 6,274 | +3.1% | 0.05% | +2.2% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $343,000 | -3.1% | 2,048 | -4.4% | 0.05% | -4.2% |
GPN | Buy | GLOBAL PMTS INC COMstock | $337,000 | +21.7% | 2,138 | +44.6% | 0.05% | +21.1% |
EMR | Buy | EMERSON ELEC CO COMstock | $337,000 | -1.2% | 3,573 | +0.9% | 0.05% | 0.0% |
PAVE | Sell | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $333,000 | -11.4% | 13,104 | -10.4% | 0.04% | -11.8% |
SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $317,000 | -10.7% | 1,926 | +4.1% | 0.04% | -10.4% |
GM | Sell | GENERAL MTRS CO COMstock | $302,000 | -41.6% | 5,731 | -34.4% | 0.04% | -41.4% |
XLB | Sell | MATERIALS SELECT SECTOR SPDR FUNDetf | $306,000 | -7.3% | 3,865 | -3.6% | 0.04% | -8.9% |
IBB | Buy | ISHARES BIOTECHNOLOGY FUNDetf | $290,000 | +40.8% | 1,792 | +42.1% | 0.04% | +39.3% |
XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $286,000 | -33.8% | 2,923 | -30.6% | 0.04% | -33.9% |
RSG | Sell | REPUBLIC SVCS INC COMstock | $282,000 | 0.0% | 2,348 | -8.3% | 0.04% | 0.0% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $279,000 | -1.8% | 2,559 | +1.9% | 0.04% | 0.0% |
SNAP | Buy | SNAP INC CL Astock | $270,000 | +49.2% | 3,650 | +37.7% | 0.04% | +48.0% |
CI | Sell | CIGNA CORP NEW COMstock | $274,000 | -35.4% | 1,370 | -23.4% | 0.04% | -35.1% |
IPAY | Buy | ETFMG PRIME MOBILE PAYMENTS ETFetf | $274,000 | -1.8% | 4,042 | +1.9% | 0.04% | -2.6% |
ROKU | Sell | ROKU INC COM CL Astock | $272,000 | -59.6% | 868 | -40.9% | 0.04% | -59.3% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $272,000 | -2.5% | 3,310 | -2.9% | 0.04% | -2.6% |
COF | Buy | CAPITAL ONE FINL CORP COMstock | $267,000 | +18.1% | 1,646 | +12.9% | 0.04% | +16.1% |
LEA | New | LEAR CORP COM NEWstock | $263,000 | – | 1,683 | – | 0.04% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $266,000 | +12.7% | 2,584 | +2.9% | 0.04% | +12.5% |
ETN | Buy | EATON CORP PLC SHSstock | $264,000 | +24.5% | 1,766 | +23.3% | 0.04% | +24.1% |
BKR | Buy | BAKER HUGHES COMPANY CL Astock | $262,000 | +70.1% | 10,584 | +57.4% | 0.04% | +71.4% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $264,000 | -8.3% | 1,276 | -1.0% | 0.04% | -7.7% |
VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDetf | $256,000 | -1.2% | 1,037 | -1.0% | 0.04% | 0.0% |
UYG | Sell | PROSHARES ULTRA FINANCIALSetf | $260,000 | -31.0% | 4,100 | -32.8% | 0.04% | -31.4% |
ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $256,000 | +28.0% | 3,306 | +57.9% | 0.04% | +29.6% |
TCBI | Buy | TEXAS CAP BANCSHARES INC COMstock | $252,000 | +98.4% | 4,200 | +110.0% | 0.03% | +100.0% |
GIS | Buy | GENERAL MLS INC COMstock | $245,000 | -0.4% | 4,088 | +1.3% | 0.03% | 0.0% |
RYAAY | Buy | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $245,000 | +11.4% | 2,227 | +9.5% | 0.03% | +10.0% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $247,000 | +5.1% | 4,549 | +13.2% | 0.03% | +3.1% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $243,000 | -39.9% | 3,420 | -28.0% | 0.03% | -40.0% |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $243,000 | +69.9% | 5,163 | +65.4% | 0.03% | +73.7% |
CNC | Sell | CENTENE CORP DEL COMstock | $236,000 | -33.0% | 3,791 | -21.4% | 0.03% | -33.3% |
AMAT | Sell | APPLIED MATLS INC COMstock | $236,000 | -13.9% | 1,835 | -4.7% | 0.03% | -13.5% |
BP | Buy | BP PLC SPONSORED ADRadr | $233,000 | +10.4% | 8,538 | +7.1% | 0.03% | +10.3% |
IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $232,000 | -3.3% | 2,933 | -1.2% | 0.03% | -6.1% |
PTC | Sell | PTC INC COMstock | $227,000 | -15.3% | 1,897 | -0.1% | 0.03% | -13.9% |
VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $219,000 | +133.0% | 923 | +134.3% | 0.03% | +130.8% |
TENB | Buy | TENABLE HLDGS INC COMstock | $219,000 | +53.1% | 4,743 | +37.2% | 0.03% | +57.9% |
ADI | Sell | ANALOG DEVICES INC COMstock | $223,000 | -9.0% | 1,331 | -6.4% | 0.03% | -9.1% |
CF | New | CF INDS HLDGS INC COMstock | $218,000 | – | 3,899 | – | 0.03% | – |
CGBD | New | TCG BDC INC COMcef | $225,000 | – | 16,776 | – | 0.03% | – |
SF | Sell | STIFEL FINL CORP COMstock | $223,000 | -1.8% | 3,288 | -6.0% | 0.03% | -3.2% |
IXUS | Sell | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $222,000 | -7.9% | 3,120 | -5.1% | 0.03% | -9.1% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $215,000 | +0.9% | 4,152 | -5.3% | 0.03% | 0.0% |
ALC | Sell | ALCON AG ORD SHSstock | $216,000 | +13.7% | 2,676 | -1.0% | 0.03% | +11.5% |
SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $217,000 | +13.6% | 2,257 | +13.0% | 0.03% | +11.5% |
FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $213,000 | -17.8% | 1,747 | -4.3% | 0.03% | -17.1% |
TRP | Sell | TC ENERGY CORP COMstock | $213,000 | -31.1% | 4,418 | -29.2% | 0.03% | -31.0% |
MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $209,000 | -2.8% | 434 | -0.9% | 0.03% | -3.4% |
HEI | Sell | HEICO CORP NEW COMstock | $208,000 | -20.6% | 1,580 | -16.0% | 0.03% | -20.0% |
OIH | Sell | VANECK OIL SERVICES ETFetf | $205,000 | -33.7% | 1,040 | -26.2% | 0.03% | -33.3% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $206,000 | -51.5% | 912 | -40.8% | 0.03% | -51.7% |
RNG | Sell | RINGCENTRAL INC CL Astock | $203,000 | -71.7% | 934 | -62.2% | 0.03% | -71.1% |
VEEV | Buy | VEEVA SYS INC CL A COMstock | $198,000 | +538.7% | 686 | +586.0% | 0.03% | +575.0% |
MTUM | New | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $196,000 | – | 1,115 | – | 0.03% | – |
BL | Buy | BLACKLINE INC COMstock | $197,000 | +146.2% | 1,669 | +133.4% | 0.03% | +145.5% |
ENB | Buy | ENBRIDGE INC COMstock | $193,000 | 0.0% | 4,833 | +0.4% | 0.03% | 0.0% |
MPC | Buy | MARATHON PETE CORP COMstock | $195,000 | +926.3% | 3,151 | +926.4% | 0.03% | +766.7% |
SNOW | Sell | SNOWFLAKE INC CL Astock | $191,000 | -27.7% | 631 | -42.2% | 0.03% | -27.8% |
DE | Sell | DEERE & CO COMstock | $184,000 | -11.1% | 548 | -6.5% | 0.02% | -10.7% |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $188,000 | -27.1% | 1,633 | -24.9% | 0.02% | -28.6% |
CB | Buy | CHUBB LIMITED COMstock | $184,000 | +10.8% | 1,061 | +1.5% | 0.02% | +13.6% |
BRKS | Buy | BROOKS AUTOMATION INC NEW COMstock | $183,000 | +123.2% | 1,792 | +107.6% | 0.02% | +127.3% |
SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $182,000 | +3.4% | 1,399 | +3.8% | 0.02% | +4.2% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $186,000 | -21.2% | 1,779 | -11.9% | 0.02% | -21.9% |
CZR | Buy | CAESARS ENTERTAINMENT INC NEW COMstock | $180,000 | +33.3% | 1,600 | +23.1% | 0.02% | +33.3% |
FERG | Buy | FERGUSON PLC NEW SHSstock | $169,000 | +10.5% | 1,208 | +10.1% | 0.02% | +9.5% |
CNQ | Sell | CANADIAN NAT RES LTD COMstock | $170,000 | -7.6% | 4,649 | -8.5% | 0.02% | -8.0% |
MO | Sell | ALTRIA GROUP INC COMstock | $169,000 | -28.7% | 3,723 | -25.1% | 0.02% | -28.1% |
HLNE | Buy | HAMILTON LANE INC CL Astock | $161,000 | +182.5% | 1,894 | +203.0% | 0.02% | +175.0% |
DOW | Sell | DOW INC COMstock | $160,000 | -33.1% | 2,776 | -26.6% | 0.02% | -31.2% |
UPST | Buy | UPSTART HLDGS INC COMstock | $165,000 | +1275.0% | 520 | +420.0% | 0.02% | +1000.0% |
PDP | New | INVESCO DWA MOMENTUM ETFetf | $164,000 | – | 1,834 | – | 0.02% | – |
WSC | Buy | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $162,000 | +134.8% | 5,117 | +106.7% | 0.02% | +144.4% |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $160,000 | -10.6% | 3,194 | -3.2% | 0.02% | -8.3% |
ALRM | Buy | ALARM COM HLDGS INC COMstock | $163,000 | +96.4% | 2,083 | +113.0% | 0.02% | +100.0% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $155,000 | -9.4% | 606 | +2.2% | 0.02% | -8.7% |
DYNF | Sell | BLACKROCK U.S. EQUITY FACTOR ROTATION ETFetf | $152,000 | -28.6% | 4,192 | -28.5% | 0.02% | -27.6% |
NEM | Sell | NEWMONT CORP COMstock | $152,000 | -71.6% | 2,791 | -67.0% | 0.02% | -71.2% |
FICO | Buy | FAIR ISAAC CORP COMstock | $153,000 | -19.9% | 385 | +1.3% | 0.02% | -19.2% |
AAP | Sell | ADVANCE AUTO PARTS INC COMstock | $155,000 | -4.3% | 741 | -6.2% | 0.02% | -4.5% |
IHIT | Sell | INVESCO HIG INCM 2023 TARG TRM COMcef | $158,000 | -59.8% | 16,217 | -59.8% | 0.02% | -60.4% |
HEIA | New | HEICO CORP NEW CL Astock | $148,000 | – | 1,248 | – | 0.02% | – |
SLB | Sell | SCHLUMBERGER LTD COM STKstock | $144,000 | -9.4% | 4,875 | -2.0% | 0.02% | -9.1% |
WNS | Buy | WNS HLDGS LTD SPON ADRadr | $145,000 | +79.0% | 1,775 | +75.7% | 0.02% | +81.8% |
INFO | Sell | IHS MARKIT LTD SHSstock | $146,000 | +0.7% | 1,253 | -2.6% | 0.02% | 0.0% |
ST | Buy | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $151,000 | +14.4% | 2,768 | +21.6% | 0.02% | +11.1% |
EOG | Sell | EOG RES INC COMstock | $150,000 | -38.3% | 1,863 | -35.9% | 0.02% | -39.4% |
IBN | Sell | ICICI BANK LIMITED ADRadr | $147,000 | -21.0% | 7,772 | -28.6% | 0.02% | -20.0% |
SNPS | Sell | SYNOPSYS INC COMstock | $147,000 | -42.4% | 492 | -46.8% | 0.02% | -42.9% |
EXPO | Buy | EXPONENT INC COMstock | $138,000 | +500.0% | 1,224 | +370.8% | 0.02% | +533.3% |
PBR | Sell | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $138,000 | -28.5% | 13,361 | -15.5% | 0.02% | -26.9% |
XLNX | Sell | XILINX INC COMstock | $135,000 | -16.1% | 896 | -19.5% | 0.02% | -18.2% |
EBAY | Sell | EBAY INC. COMstock | $131,000 | -0.8% | 1,874 | -0.6% | 0.02% | 0.0% |
SITE | New | SITEONE LANDSCAPE SUPPLY INC COMstock | $131,000 | – | 655 | – | 0.02% | – |
SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $129,000 | +10.3% | 390 | +6.3% | 0.02% | +6.2% |
PDCE | Buy | PDC ENERGY INC COMstock | $127,000 | +19.8% | 2,670 | +14.9% | 0.02% | +21.4% |
HQY | Buy | HEALTHEQUITY INC COMstock | $124,000 | +158.3% | 1,915 | +219.2% | 0.02% | +142.9% |
SAIL | Buy | SAILPOINT TECHNOLOGIES HLDGS I COMstock | $125,000 | +66.7% | 2,915 | +98.0% | 0.02% | +70.0% |
AOA | Sell | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $124,000 | -3.9% | 1,781 | -2.3% | 0.02% | 0.0% |
WM | Buy | WASTE MGMT INC DEL COMstock | $126,000 | +10.5% | 845 | +4.1% | 0.02% | +13.3% |
BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $125,000 | +64.5% | 1,528 | +64.7% | 0.02% | +70.0% |
WDFC | Buy | WD 40 CO COMstock | $122,000 | +58.4% | 527 | +75.7% | 0.02% | +70.0% |
PWB | Buy | INVESCO DYNAMIC LARGE CAP GROWTH ETFetf | $126,000 | +125.0% | 1,697 | +126.3% | 0.02% | +112.5% |
MYRG | Sell | MYR GROUP INC DEL COMstock | $128,000 | +2.4% | 1,286 | -6.7% | 0.02% | 0.0% |
ETW | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $115,000 | +0.9% | 10,630 | +2.0% | 0.02% | +6.7% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $118,000 | -5.6% | 2,338 | -3.7% | 0.02% | -5.9% |
AEO | Sell | AMERICAN EAGLE OUTFITTERS INC COMstock | $110,000 | -57.2% | 4,247 | -38.0% | 0.02% | -57.1% |
PLOW | New | DOUGLAS DYNAMICS INC COMstock | $111,000 | – | 3,052 | – | 0.02% | – |
WEN | Sell | WENDYS CO COMstock | $112,000 | -8.2% | 5,170 | -1.0% | 0.02% | -11.8% |
NOVA | Buy | SUNNOVA ENERGY INTL INC. COMstock | $113,000 | +2.7% | 3,418 | +17.1% | 0.02% | 0.0% |
IAA | New | IAA INC COMstock | $107,000 | – | 1,956 | – | 0.02% | – |
WCC | Buy | WESCO INTL INC COMstock | $109,000 | +41.6% | 945 | +26.0% | 0.02% | +50.0% |
NOVT | New | NOVANTA INC COMstock | $110,000 | – | 709 | – | 0.02% | – |
BHG | New | BRIGHT HEALTH GROUP INC COMstock | $110,000 | – | 13,500 | – | 0.02% | – |
RDSB | Sell | ROYAL DUTCH SHELL PLC SPON ADR Badr | $107,000 | -6.1% | 2,427 | -17.4% | 0.02% | 0.0% |
KIDS | New | ORTHOPEDIATRICS CORP COMstock | $103,000 | – | 1,567 | – | 0.01% | – |
GWRE | New | GUIDEWIRE SOFTWARE INC COMstock | $101,000 | – | 846 | – | 0.01% | – |
IHTA | Sell | INVESCO HIGH INCOME 2024 TARGE COMcef | $105,000 | -19.2% | 10,689 | -19.6% | 0.01% | -22.2% |
EVTC | New | EVERTEC INC COMstock | $105,000 | – | 2,288 | – | 0.01% | – |
KAI | Sell | KADANT INC COMstock | $101,000 | +12.2% | 495 | -3.3% | 0.01% | +16.7% |
MEDP | New | MEDPACE HLDGS INC COMstock | $105,000 | – | 553 | – | 0.01% | – |
DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $101,000 | -27.3% | 299 | -26.0% | 0.01% | -26.3% |
CABO | New | CABLE ONE INC COMstock | $105,000 | – | 58 | – | 0.01% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $101,000 | – | 722 | – | 0.01% | – |
TECH | New | BIO-TECHNE CORP COMstock | $103,000 | – | 212 | – | 0.01% | – |
ATRI | New | ATRION CORP COMstock | $105,000 | – | 150 | – | 0.01% | – |
USB | Sell | US BANCORP DEL COM NEWstock | $93,000 | -8.8% | 1,572 | -11.8% | 0.01% | -7.1% |
FND | New | FLOOR & DECOR HLDGS INC CL Astock | $94,000 | – | 780 | – | 0.01% | – |
USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $94,000 | -3.1% | 1,273 | -3.8% | 0.01% | 0.0% |
GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $96,000 | +92.0% | 1,120 | +94.1% | 0.01% | +85.7% |
WK | New | WORKIVA INC COM CL Astock | $97,000 | – | 687 | – | 0.01% | – |
MCO | Buy | MOODYS CORP COMstock | $97,000 | +31.1% | 272 | +32.7% | 0.01% | +30.0% |
RGEN | New | REPLIGEN CORP COMstock | $97,000 | – | 335 | – | 0.01% | – |
MLAB | New | MESA LABS INC COMstock | $97,000 | – | 322 | – | 0.01% | – |
NICE | Buy | NICE LTD SPONSORED ADRadr | $85,000 | +142.9% | 301 | +113.5% | 0.01% | +140.0% |
BJ | Buy | BJS WHSL CLUB HLDGS INC COMstock | $90,000 | +30.4% | 1,644 | +13.9% | 0.01% | +33.3% |
KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $92,000 | +3.4% | 1,360 | +0.6% | 0.01% | 0.0% |
LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $88,000 | -19.3% | 662 | -18.5% | 0.01% | -20.0% |
JBT | New | JOHN BEAN TECHNOLOGIES CORP COMstock | $86,000 | – | 614 | – | 0.01% | – |
EVOP | New | EVO PMTS INC CL A COMstock | $92,000 | – | 3,871 | – | 0.01% | – |
RMD | Sell | RESMED INC COMstock | $92,000 | +1.1% | 349 | -5.4% | 0.01% | 0.0% |
MBB | Buy | ISHARES MBS ETFetf | $85,000 | +25.0% | 790 | +26.0% | 0.01% | +33.3% |
SWAV | Sell | SHOCKWAVE MED INC COMstock | $92,000 | -12.4% | 448 | -18.8% | 0.01% | -14.3% |
VFC | Sell | V F CORP COMstock | $91,000 | -26.0% | 1,354 | -9.4% | 0.01% | -29.4% |
ABCM | New | ABCAM PLC ADSadr | $82,000 | – | 4,064 | – | 0.01% | – |
INTU | Buy | INTUIT COMstock | $82,000 | +28.1% | 152 | +16.0% | 0.01% | +22.2% |
SSD | New | SIMPSON MFG INC COMstock | $82,000 | – | 766 | – | 0.01% | – |
AFRM | Buy | AFFIRM HLDGS INC COM CL Astock | $83,000 | +730.0% | 700 | +366.7% | 0.01% | +1000.0% |
BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INCOM COMcef | $82,000 | -1.2% | 5,772 | -0.3% | 0.01% | 0.0% |
PHYS | Sell | SPROTT PHYSICAL GOLD TR UNITcef | $78,000 | -40.0% | 5,640 | -39.0% | 0.01% | -38.9% |
JCI | Buy | JOHNSON CTLS INTL PLC SHSstock | $78,000 | 0.0% | 1,145 | +1.2% | 0.01% | 0.0% |
VSGX | Buy | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $79,000 | +295.0% | 1,275 | +304.8% | 0.01% | +266.7% |
TREX | New | TREX CO INC COMstock | $76,000 | – | 750 | – | 0.01% | – |
PENN | Sell | PENN NATL GAMING INC COMstock | $73,000 | -43.4% | 1,006 | -40.2% | 0.01% | -41.2% |
SPT | Buy | SPROUT SOCIAL INC COM CL Astock | $76,000 | +137.5% | 621 | +71.5% | 0.01% | +150.0% |
CCOI | New | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $74,000 | – | 1,044 | – | 0.01% | – |
OTEX | Sell | OPEN TEXT CORP COMstock | $75,000 | -8.5% | 1,530 | -5.3% | 0.01% | -9.1% |
PCOR | New | PROCORE TECHNOLOGIES INC COMstock | $74,000 | – | 830 | – | 0.01% | – |
OKTA | Buy | OKTA INC CL Astock | $71,000 | +16.4% | 301 | +19.9% | 0.01% | +25.0% |
CSGP | Buy | COSTAR GROUP INC COMstock | $71,000 | +73.2% | 827 | +65.4% | 0.01% | +66.7% |
PRO | Buy | PROS HOLDINGS INC COMstock | $73,000 | +231.8% | 2,069 | +326.6% | 0.01% | +233.3% |
BHVN | Buy | BIOHAVEN PHARMACTL HLDG CO LTD COMstock | $65,000 | +85.7% | 468 | +31.1% | 0.01% | +80.0% |
AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $70,000 | +1.4% | 1,557 | +1.8% | 0.01% | 0.0% |
HRL | Sell | HORMEL FOODS CORP COMstock | $64,000 | -17.9% | 1,561 | -4.3% | 0.01% | -18.2% |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $66,000 | +4.8% | 148 | +9.6% | 0.01% | 0.0% |
ATRC | Buy | ATRICURE INC COMstock | $66,000 | -2.9% | 947 | +10.5% | 0.01% | 0.0% |
PRF | New | INVESCO FTSE RAFI US 1000 ETFetf | $65,000 | – | 408 | – | 0.01% | – |
VRNS | Buy | VARONIS SYS INC COMstock | $68,000 | +47.8% | 1,114 | +40.7% | 0.01% | +50.0% |
UAA | Sell | UNDER ARMOUR INC CL Astock | $70,000 | -9.1% | 3,459 | -5.5% | 0.01% | -10.0% |
PDI | Sell | PIMCO DYNAMIC INCOME FD SHScef | $64,000 | -65.2% | 2,400 | -62.5% | 0.01% | -64.0% |
FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $63,000 | +21.2% | 1,233 | +20.6% | 0.01% | +28.6% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTD ORDstock | $63,000 | +125.0% | 561 | +132.8% | 0.01% | +125.0% |
ICLN | Sell | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $66,000 | -10.8% | 3,043 | -4.0% | 0.01% | -10.0% |
MNTV | New | MOMENTIVE GLOBAL INC COMstock | $69,000 | – | 3,499 | – | 0.01% | – |
AZPN | New | ASPEN TECHNOLOGY INC COMstock | $63,000 | – | 516 | – | 0.01% | – |
INSP | Buy | INSPIRE MED SYS INC COMstock | $70,000 | +288.9% | 299 | +228.6% | 0.01% | +350.0% |
PJAN | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYetf | $64,000 | +30.6% | 1,951 | +29.3% | 0.01% | +28.6% |
VCR | New | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $64,000 | – | 205 | – | 0.01% | – |
CWST | Buy | CASELLA WASTE SYS INC CL Astock | $65,000 | +71.1% | 852 | +42.2% | 0.01% | +80.0% |
RWL | Sell | INVESCO S&P 500 REVENUE ETFetf | $69,000 | -5.5% | 949 | -4.5% | 0.01% | -10.0% |
EAT | Buy | BRINKER INTL INC COMstock | $60,000 | -7.7% | 1,218 | +15.2% | 0.01% | -11.1% |
LIN | Buy | LINDE PLC SHSstock | $58,000 | +5.5% | 196 | +2.1% | 0.01% | +14.3% |
FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $57,000 | -8.1% | 1,754 | +4.2% | 0.01% | 0.0% |
CLOU | Sell | GLOBAL X CLOUD COMPUTING ETFetf | $60,000 | -3.2% | 2,050 | -5.7% | 0.01% | 0.0% |
DSGX | New | DESCARTES SYS GROUP INC COMstock | $58,000 | – | 714 | – | 0.01% | – |
SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $61,000 | – | 2,031 | – | 0.01% | – |
LMAT | New | LEMAITRE VASCULAR INC COMstock | $56,000 | – | 1,061 | – | 0.01% | – |
AOK | Buy | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $57,000 | +1.8% | 1,437 | +2.2% | 0.01% | 0.0% |
CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $60,000 | +5.3% | 2,203 | +12.3% | 0.01% | 0.0% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $58,000 | +70.6% | 849 | +72.6% | 0.01% | +60.0% |
ENV | New | ENVESTNET INC COMstock | $56,000 | – | 703 | – | 0.01% | – |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $60,000 | +15.4% | 725 | +22.3% | 0.01% | +14.3% |
TMDX | Buy | TRANSMEDICS GROUP INC COMstock | $51,000 | +30.8% | 1,532 | +30.7% | 0.01% | +40.0% |
NEO | New | NEOGENOMICS INC COM NEWstock | $55,000 | – | 1,130 | – | 0.01% | – |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $54,000 | +31.7% | 927 | +36.9% | 0.01% | +16.7% |
CTVA | Sell | CORTEVA INC COMstock | $48,000 | -27.3% | 1,151 | -22.9% | 0.01% | -22.2% |
CTAS | Buy | CINTAS CORP COMstock | $52,000 | +8.3% | 136 | +8.8% | 0.01% | 0.0% |
GPS | Buy | GAP INC COMstock | $50,000 | +19.0% | 2,193 | +76.6% | 0.01% | +16.7% |
BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $55,000 | +2650.0% | 646 | +2484.0% | 0.01% | – |
STOR | Buy | STORE CAP CORP COMreit | $48,000 | +182.4% | 1,500 | +200.0% | 0.01% | +250.0% |
HELE | Buy | HELEN OF TROY LTD COMstock | $51,000 | +30.8% | 227 | +32.7% | 0.01% | +40.0% |
VAW | New | VANGUARD MATERIALS INDEX FUNDetf | $55,000 | – | 317 | – | 0.01% | – |
MTB | Buy | M & T BK CORP COMstock | $55,000 | +10.0% | 371 | +7.2% | 0.01% | 0.0% |
HAS | Sell | HASBRO INC COMstock | $54,000 | -21.7% | 601 | -17.2% | 0.01% | -22.2% |
FTA | New | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $50,000 | – | 782 | – | 0.01% | – |
AGIO | Sell | AGIOS PHARMACEUTICALS INC COMstock | $43,000 | -85.9% | 924 | -83.3% | 0.01% | -85.4% |
PGNY | Buy | PROGYNY INC COMstock | $47,000 | +56.7% | 847 | +67.7% | 0.01% | +50.0% |
GRUB | Buy | JUST EAT TAKEAWAY COM N V SPONSORED ADSadr | $45,000 | -6.2% | 3,092 | +17.3% | 0.01% | -14.3% |
XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $45,000 | – | 557 | – | 0.01% | – |
TLT | Buy | ISHARES 20 PLUS YEAR TREASURY BOND ETFetf | $46,000 | +17.9% | 321 | +18.0% | 0.01% | +20.0% |
TRUP | New | TRUPANION INC COMstock | $42,000 | – | 540 | – | 0.01% | – |
ARES | Buy | ARES MANAGEMENT CORPORATION CL A COM STKstock | $41,000 | +156.2% | 550 | +120.0% | 0.01% | +200.0% |
ESTC | Sell | ELASTIC N V ORD SHSstock | $42,000 | 0.0% | 279 | -2.4% | 0.01% | 0.0% |
DAVA | New | ENDAVA PLC ADSadr | $44,000 | – | 324 | – | 0.01% | – |
PEB | Buy | PEBBLEBROOK HOTEL TR COMreit | $42,000 | +23.5% | 1,891 | +30.7% | 0.01% | +20.0% |
ICLR | Buy | ICON PLC SHSstock | $41,000 | +32.3% | 156 | +4.7% | 0.01% | +50.0% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $38,000 | +5.6% | 2,260 | +13.0% | 0.01% | 0.0% |
PINS | Sell | PINTEREST INC CL Astock | $39,000 | -93.8% | 769 | -90.3% | 0.01% | -94.1% |
VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $34,000 | – | 412 | – | 0.01% | – |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $39,000 | -59.4% | 148 | -40.3% | 0.01% | -61.5% |
VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $37,000 | – | 387 | – | 0.01% | – |
VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $40,000 | -69.7% | 218 | -66.7% | 0.01% | -72.2% |
COUP | New | COUPA SOFTWARE INC COMstock | $37,000 | – | 167 | – | 0.01% | – |
AA | New | ALCOA CORP COMstock | $34,000 | – | 698 | – | 0.01% | – |
EEMV | Sell | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $40,000 | -7.0% | 639 | -3.8% | 0.01% | -16.7% |
CSTL | New | CASTLE BIOSCIENCES INC COMstock | $36,000 | – | 542 | – | 0.01% | – |
DKS | Sell | DICKS SPORTING GOODS INC COMstock | $36,000 | -39.0% | 300 | -48.6% | 0.01% | -37.5% |
KNSL | New | KINSALE CAP GROUP INC COMstock | $38,000 | – | 232 | – | 0.01% | – |
CAG | Sell | CONAGRA BRANDS INC COMstock | $35,000 | -12.5% | 1,036 | -5.7% | 0.01% | 0.0% |
JD | Sell | JD.COM INC SPON ADR CL Aadr | $34,000 | -68.2% | 464 | -65.2% | 0.01% | -64.3% |
PTEN | Buy | PATTERSON-UTI ENERGY INC COMstock | $40,000 | +100.0% | 4,449 | +117.1% | 0.01% | +66.7% |
NUE | Buy | NUCOR CORP COMstock | $39,000 | +18.2% | 393 | +15.6% | 0.01% | +25.0% |
IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $36,000 | +28.6% | 676 | +28.5% | 0.01% | +25.0% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $38,000 | 0.0% | 832 | +1.1% | 0.01% | 0.0% |
SAM | Sell | BOSTON BEER INC CL Astock | $36,000 | -60.9% | 70 | -22.2% | 0.01% | -58.3% |
POCT | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBERetf | $38,000 | +35.7% | 1,310 | +37.7% | 0.01% | +25.0% |
PATH | Buy | UIPATH INC CL Astock | $40,000 | -4.8% | 763 | +22.3% | 0.01% | -16.7% |
ARKK | New | ARK INNOVATION ETFput | $33,000 | – | 300 | – | 0.00% | – |
PXD | New | PIONEER NAT RES CO COMstock | $30,000 | – | 179 | – | 0.00% | – |
IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $30,000 | – | 160 | – | 0.00% | – |
PCI | Buy | PIMCO DYNAMIC CR INCOME FD COM SHScef | $27,000 | +28.6% | 1,280 | +39.1% | 0.00% | +33.3% |
BAX | Sell | BAXTER INTL INC COMstock | $27,000 | -38.6% | 332 | -38.7% | 0.00% | -33.3% |
IBUY | Buy | AMPLIFY ONLINE RETAIL ETFetf | $33,000 | +725.0% | 300 | +782.4% | 0.00% | +300.0% |
SQSP | New | SQUARESPACE INC CLASS Astock | $31,000 | – | 810 | – | 0.00% | – |
VTRS | Buy | VIATRIS INC COMstock | $29,000 | -3.3% | 2,174 | +5.1% | 0.00% | 0.0% |
NRG | Sell | NRG ENERGY INC COM NEWstock | $31,000 | -38.0% | 765 | -38.8% | 0.00% | -42.9% |
GOLD | Sell | BARRICK GOLD CORP COMstock | $27,000 | -77.3% | 1,500 | -73.9% | 0.00% | -75.0% |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $32,000 | +28.0% | 624 | +26.3% | 0.00% | +33.3% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $31,000 | -22.5% | 178 | -18.7% | 0.00% | -20.0% |
IDXX | Buy | IDEXX LABS INC COMstock | $29,000 | +866.7% | 46 | +1050.0% | 0.00% | – |
SONO | Buy | SONOS INC COMstock | $26,000 | +4.0% | 805 | +14.2% | 0.00% | +33.3% |
APLS | Buy | APELLIS PHARMACEUTICALS INC COMstock | $33,000 | +10.0% | 1,013 | +113.3% | 0.00% | 0.0% |
IEP | Buy | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $28,000 | -3.4% | 556 | +3.9% | 0.00% | 0.0% |
NTRA | Sell | NATERA INC COMstock | $30,000 | -69.7% | 269 | -69.1% | 0.00% | -69.2% |
HOLX | Sell | HOLOGIC INC COMstock | $23,000 | +4.5% | 310 | -6.1% | 0.00% | 0.0% |
SGFY | New | SIGNIFY HEALTH INC CL A COMstock | $21,000 | – | 1,171 | – | 0.00% | – |
AI | Buy | C3 AI INC CL Astock | $23,000 | +21.1% | 500 | +66.7% | 0.00% | 0.0% |
SHLS | Buy | SHOALS TECHNOLOGIES GROUP INC CL Astock | $19,000 | +5.6% | 670 | +28.8% | 0.00% | +50.0% |
PTON | Sell | PELOTON INTERACTIVE INC CL A COMstock | $19,000 | -86.3% | 215 | -80.8% | 0.00% | -84.2% |
ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $21,000 | +5.0% | 2,200 | +15.8% | 0.00% | 0.0% |
BNTX | New | BIONTECH SE SPONSORED ADSadr | $25,000 | – | 93 | – | 0.00% | – |
CAH | New | CARDINAL HEALTH INC COMstock | $21,000 | – | 420 | – | 0.00% | – |
TEL | Buy | TE CONNECTIVITY LTD REG SHSstock | $25,000 | +4.2% | 182 | +4.6% | 0.00% | 0.0% |
XOP | Sell | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $19,000 | -85.9% | 200 | -85.7% | 0.00% | -83.3% |
NTNX | Sell | NUTANIX INC CL Astock | $19,000 | -59.6% | 501 | -59.2% | 0.00% | -50.0% |
QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $21,000 | -22.2% | 342 | -11.2% | 0.00% | -25.0% |
CYRX | New | CRYOPORT INC COM PAR $0.001stock | $21,000 | – | 323 | – | 0.00% | – |
CHD | Sell | CHURCH & DWIGHT INC COMstock | $25,000 | -7.4% | 303 | -4.7% | 0.00% | -25.0% |
ADSK | Buy | AUTODESK INC COMstock | $19,000 | +72.7% | 68 | +74.4% | 0.00% | +200.0% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $21,000 | +31.2% | 714 | +38.9% | 0.00% | +50.0% |
ODFL | New | OLD DOMINION FREIGHT LINE INC COMstock | $23,000 | – | 82 | – | 0.00% | – |
POSH | New | POSHMARK INC COM CL Astock | $20,000 | – | 822 | – | 0.00% | – |
VGIT | New | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $16,000 | – | 233 | – | 0.00% | – |
YETI | Sell | YETI HLDGS INC COMstock | $15,000 | -75.0% | 170 | -73.8% | 0.00% | -75.0% |
ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $16,000 | +6.7% | 56 | +5.7% | 0.00% | 0.0% |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $14,000 | +600.0% | 137 | +552.4% | 0.00% | – |
NDAQ | Sell | NASDAQ INC COMstock | $12,000 | -20.0% | 60 | -27.7% | 0.00% | 0.0% |
OKE | Sell | ONEOK INC NEW COMstock | $16,000 | +6.7% | 277 | -0.4% | 0.00% | 0.0% |
FTV | Sell | FORTIVE CORP COMstock | $18,000 | -78.3% | 257 | -78.3% | 0.00% | -81.8% |
MSCI | Buy | MSCI INC COMstock | $13,000 | +333.3% | 21 | +250.0% | 0.00% | – |
SRPT | Buy | SAREPTA THERAPEUTICS INC COMstock | $15,000 | +200.0% | 165 | +153.8% | 0.00% | +100.0% |
EL | Buy | LAUDER ESTEE COS INC CL Astock | $14,000 | +55.6% | 46 | +64.3% | 0.00% | +100.0% |
NIO | Buy | NIO INC SPON ADSadr | $14,000 | -6.7% | 390 | +34.5% | 0.00% | 0.0% |
IUSV | Sell | ISHARES CORE S&P U.S. VALUE ETFetf | $15,000 | -6.2% | 217 | -0.5% | 0.00% | 0.0% |
QID | New | PROSHARES ULTRASHORT QQQetf | $18,000 | – | 900 | – | 0.00% | – |
ORI | Buy | OLD REP INTL CORP COMstock | $13,000 | +85.7% | 550 | +83.3% | 0.00% | +100.0% |
DRIV | Sell | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $13,000 | -13.3% | 470 | -10.0% | 0.00% | 0.0% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $12,000 | +9.1% | 154 | +5.5% | 0.00% | +100.0% |
VNT | Sell | VONTIER CORPORATION COMstock | $14,000 | 0.0% | 406 | -4.0% | 0.00% | 0.0% |
MSOS | Sell | ADVISORSHARES PURE US CANNABIS ETFetf | $11,000 | -91.3% | 350 | -88.9% | 0.00% | -94.1% |
OSCR | New | OSCAR HEALTH INC CL Astock | $7,000 | – | 383 | – | 0.00% | – |
PPL | Buy | PPL CORP COMstock | $9,000 | +50.0% | 337 | +63.6% | 0.00% | 0.0% |
CLX | Sell | CLOROX CO DEL COMstock | $5,000 | -91.5% | 32 | -90.3% | 0.00% | -87.5% |
CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $4,000 | – | 208 | – | 0.00% | – |
CHWY | New | CHEWY INC CL Astock | $5,000 | – | 72 | – | 0.00% | – |
PROF | Sell | PROFOUND MED CORP COM NEWstock | $4,000 | -50.0% | 250 | -50.0% | 0.00% | 0.0% |
CERN | New | CERNER CORP COMstock | $4,000 | – | 55 | – | 0.00% | – |
CSR | New | CENTERSPACE COMreit | $9,000 | – | 100 | – | 0.00% | – |
MTCH | New | MATCH GROUP INC NEW COMstock | $7,000 | – | 46 | – | 0.00% | – |
CVNA | New | CARVANA CO CL Astock | $5,000 | – | 15 | – | 0.00% | – |
KARS | Sell | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY ETFetf | $4,000 | -33.3% | 79 | -39.2% | 0.00% | 0.0% |
ETR | Sell | ENTERGY CORP NEW COMstock | $8,000 | -72.4% | 83 | -71.5% | 0.00% | -75.0% |
KYN | New | KAYNE ANDERSON ENERGY INFRSTR COMcef | $6,000 | – | 800 | – | 0.00% | – |
CVGW | New | CALAVO GROWERS INC COMstock | $10,000 | – | 260 | – | 0.00% | – |
S | New | SENTINELONE INC CL Astock | $9,000 | – | 166 | – | 0.00% | – |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $7,000 | 0.0% | 198 | +0.5% | 0.00% | 0.0% |
BFB | New | BROWN FORMAN CORP CL Bstock | $5,000 | – | 70 | – | 0.00% | – |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $6,000 | +500.0% | 119 | +395.8% | 0.00% | – |
ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $8,000 | +33.3% | 192 | +37.1% | 0.00% | 0.0% |
IEFN | Sell | ISHARES EVOLVED U.S. FINANCIALS ETFetf | $5,000 | -16.7% | 169 | -5.6% | 0.00% | 0.0% |
BGY | New | BLACKROCK ENHANCED INTL DIV TR COM BENE INTERcef | $8,000 | – | 1,293 | – | 0.00% | – |
HQH | New | TEKLA HEALTHCARE INVS SH BEN INTcef | $8,000 | – | 330 | – | 0.00% | – |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $5,000 | – | 175 | +993.8% | 0.00% | – |
HTA | New | HEALTHCARE TR AMER INC CL A NEWreit | $6,000 | – | 200 | – | 0.00% | – |
BHC | New | BAUSCH HEALTH COS INC COMstock | $4,000 | – | 150 | – | 0.00% | – |
EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $6,000 | – | 54 | – | 0.00% | – |
EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $6,000 | – | 121 | – | 0.00% | – |
U | New | UNITY SOFTWARE INC COMstock | $6,000 | – | 51 | – | 0.00% | – |
TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $4,000 | – | 28 | – | 0.00% | – |
ACWX | Sell | ISHARES MSCI ACWI EX US INDEX FUNDetf | $8,000 | -84.6% | 150 | -83.3% | 0.00% | -85.7% |
VOX | New | VANGUARD COMMUNICATION SERVICES ETFetf | $5,000 | – | 33 | – | 0.00% | – |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $11,000 | 0.0% | 199 | +1.0% | 0.00% | 0.0% |
VCLT | New | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $5,000 | – | 47 | – | 0.00% | – |
AR | New | ANTERO RESOURCES CORP COMstock | $5,000 | – | 289 | – | 0.00% | – |
VRSN | Buy | VERISIGN INC COMstock | $8,000 | +700.0% | 37 | +516.7% | 0.00% | – |
VSTO | Buy | VISTA OUTDOOR INC COMstock | $4,000 | 0.0% | 100 | +25.0% | 0.00% | 0.0% |
GNRC | Buy | GENERAC HLDGS INC COMstock | $6,000 | +50.0% | 15 | +50.0% | 0.00% | 0.0% |
WAB | Sell | WABTEC COMstock | $8,000 | -11.1% | 95 | -9.5% | 0.00% | 0.0% |
New | GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $8,000 | – | 700 | – | 0.00% | – | |
PBW | Sell | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $6,000 | -45.5% | 78 | -33.9% | 0.00% | 0.0% |
BOTZ | New | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $6,000 | – | 157 | – | 0.00% | – |
NBR | New | NABORS INDUSTRIES LTD SHSstock | $4,000 | – | 40 | – | 0.00% | – |
IEX | New | IDEX CORP COMstock | $5,000 | – | 26 | – | 0.00% | – |
FTI | Sell | TECHNIPFMC PLC COMstock | $8,000 | -81.8% | 1,000 | -79.6% | 0.00% | -83.3% |
HBAN | Sell | HUNTINGTON BANCSHARES INC COMstock | $4,000 | -50.0% | 235 | -55.4% | 0.00% | 0.0% |
AMC | Sell | AMC ENTMT HLDGS INC CL A COMstock | $8,000 | -52.9% | 200 | -33.3% | 0.00% | -50.0% |
GTX | New | GARRETT MOTION INC COMstock | $0 | – | 2 | – | 0.00% | – |
AIRR | Sell | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf | $1,000 | -85.7% | 18 | -89.2% | 0.00% | -100.0% |
VTWO | New | VANGUARD RUSSELL 2000 ETFetf | $1,000 | – | 6 | – | 0.00% | – |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $2,000 | 0.0% | 15 | -11.8% | 0.00% | – |
AXON | Exit | AXON ENTERPRISE INC COMstock | $0 | – | 0 | – | 0.00% | – |
CTXS | Exit | CITRIX SYS INC COMstock | $0 | – | -18 | – | 0.00% | – |
LBRDK | Exit | LIBERTY BROADBAND CORP COM SER Cstock | $0 | – | -3 | – | 0.00% | – |
IONS | Exit | IONIS PHARMACEUTICALS INC COMstock | $0 | – | -38 | – | 0.00% | – |
XRX | Exit | XEROX HOLDINGS CORP COM NEWstock | $0 | – | -94 | – | 0.00% | – |
FENY | Exit | FIDELITY MSCI ENERGY INDEX ETFetf | $0 | – | -107 | – | 0.00% | – |
OC | Exit | OWENS CORNING NEW COMstock | $0 | – | -33 | – | 0.00% | – |
SNY | Exit | SANOFI SPONSORED ADRadr | $0 | – | -58 | – | 0.00% | – |
PEO | Exit | ADAM NAT RES FD INC COMcef | $0 | – | -131 | – | 0.00% | – |
FTAG | Exit | FIRST TRUST INDXX GLOBAL AGRICULTURE ETFetf | $0 | – | -82 | – | 0.00% | – |
EPC | Exit | EDGEWELL PERS CARE CO COMstock | $0 | – | -69 | – | 0.00% | – |
CREE | Exit | CREE INC COMstock | $0 | – | -29 | – | 0.00% | – |
FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $0 | – | -5 | – | 0.00% | – |
ACM | Exit | AECOM COMstock | $0 | – | -8 | – | 0.00% | – |
VLDR | Exit | VELODYNE LIDAR INC COMstock | $0 | – | -169 | – | 0.00% | – |
DGLY | Exit | DIGITAL ALLY INC COM NEWstock | $0 | – | -1,000 | – | 0.00% | – |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $0 | – | -25 | – | 0.00% | – |
FEYE | Exit | FIREEYE INC COMstock | $0 | – | -50 | – | 0.00% | – |
AONE | Exit | MARKFORGED HOLDING CORPORATION COMstock | $0 | – | -150 | – | 0.00% | – |
New | GINKGO BIOWORKS HOLDINGS INC WT EXP 080126stock | $0 | – | 140 | – | 0.00% | – | |
New | WOLFSPEED INC COMstock | $2,000 | – | 29 | – | 0.00% | – | |
IXN | New | ISHARES GLOBAL TECH ETFetf | $3,000 | – | 48 | – | 0.00% | – |
IXG | New | ISHARES GLOBAL FINANCIALS ETFetf | $2,000 | – | 26 | – | 0.00% | – |
ALZN | New | ALZAMEND NEURO INC COM NEWstock | $3,000 | – | 815 | – | 0.00% | – |
VMW | Sell | VMWARE INC CL A COMstock | $1,000 | -98.8% | 9 | -98.3% | 0.00% | -100.0% |
IYE | New | ISHARES U.S. ENERGY ETFetf | $1,000 | – | 48 | – | 0.00% | – |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $1,000 | 0.0% | 18 | +12.5% | 0.00% | – |
TTD | Sell | THE TRADE DESK INC COM CL Astock | $1,000 | -98.7% | 20 | -98.0% | 0.00% | -100.0% |
INDA | New | ISHARES MSCI INDIA INDEX FUNDetf | $2,000 | – | 33 | – | 0.00% | – |
COMT | New | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $1,000 | – | 38 | – | 0.00% | – |
VLUE | New | ISHARES MSCI USA VALUE FACTOR ETFetf | $3,000 | – | 30 | – | 0.00% | – |
CARS | Exit | CARS COM INC COMstock | $0 | – | -1 | – | 0.00% | – |
STEM | New | STEM INC COMstock | $0 | – | 5 | – | 0.00% | – |
IHAK | Buy | ISHARES CYBERSECURITY AND TECH ETFetf | $2,000 | +100.0% | 41 | +36.7% | 0.00% | – |
BMBL | Buy | BUMBLE INC COM CL Astock | $2,000 | +100.0% | 45 | +125.0% | 0.00% | – |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
New | MARKFORGED HOLDING CORPORATION COMstock | $1,000 | – | 150 | – | 0.00% | – | |
FINX | Exit | GLOBAL X FINTECH THEMATIC ETFetf | $0 | – | -10 | – | 0.00% | – |
DTM | New | DT MIDSTREAM INC COMMON STOCKstock | $1,000 | – | 20 | – | 0.00% | – |
K | Sell | KELLOGG CO COMstock | $2,000 | -50.0% | 32 | -43.9% | 0.00% | -100.0% |
LEG | New | LEGGETT & PLATT INC COMstock | $3,000 | – | 77 | – | 0.00% | – |
PGEN | Sell | PRECIGEN INC COMstock | $2,000 | -66.7% | 390 | -55.9% | 0.00% | -100.0% |
HAIL | Sell | SPDR S&P KENSHO SMART MOBILITY ETFetf | $1,000 | -50.0% | 9 | -71.9% | 0.00% | – |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | 5 | +66.7% | 0.00% | – |
SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AGI | Exit | ALAMOS GOLD INC NEW COM CL Astock | $0 | – | 0 | – | 0.00% | – |
PSXP | Sell | PHILLIPS 66 PARTNERS LP COM UNIT REP INTstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
ACES | Sell | ALPS CLEAN ENERGY ETFetf | $1,000 | -66.7% | 21 | -51.2% | 0.00% | – |
RWR | New | SPDR DOW JONES REIT ETFetf | $3,000 | – | 33 | – | 0.00% | – |
New | MANDIANT INC COMstock | $1,000 | – | 50 | – | 0.00% | – | |
GRA | Exit | GRACE W R & CO DEL NEW COMstock | $0 | – | -95 | – | -0.00% | – |
SRTY | Exit | PROSHARES ULTRAPRO SHORT RUSSELL2000etf | $0 | – | -1,200 | – | -0.00% | – |
UDN | Exit | INVESCO DB US DOLLAR INDEX BEARISH FUNDetf | $0 | – | -400 | – | -0.00% | – |
GDXJ | Exit | VANECK VECTORS JUNIOR GOLD MINERS ETFetf | $0 | – | -175 | – | -0.00% | – |
RACE | Exit | FERRARI N V COMstock | $0 | – | -48 | – | -0.00% | – |
MTG | Exit | MGIC INVT CORP WIS COMstock | $0 | – | -273 | – | -0.00% | – |
FXU | Exit | FIRST TRUST UTILITIES ALPHADEX FUNDetf | $0 | – | -197 | – | -0.00% | – |
SRNGU | Exit | SOARING EAGLE ACQUISITION CORP UNIT EX 022326stock | $0 | – | -700 | – | -0.00% | – |
SKLZ | Exit | SKILLZ INC COMstock | $0 | – | -300 | – | -0.00% | – |
ALXN | Exit | ALEXION PHARMACEUTICALS INC COMstock | $0 | – | -39 | – | -0.00% | – |
GRUB | Exit | GRUBHUB INC COMstock | $0 | – | -541 | – | -0.00% | – |
BLUE | Exit | BLUEBIRD BIO INC COMstock | $0 | – | -300 | – | -0.00% | – |
CCIV | Exit | CHURCHILL CAPITAL CORP IV CL Astock | $0 | – | -400 | – | -0.00% | – |
DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -600 | – | -0.00% | – |
SPPI | Exit | SPECTRUM PHARMACEUTICALS INC COMstock | $0 | – | -3,884 | – | -0.00% | – |
FEZ | Exit | SPDR EURO STOXX 50 ETFetf | $0 | – | -370 | – | -0.00% | – |
FANG | Exit | DIAMONDBACK ENERGY INC COMstock | $0 | – | -250 | – | -0.00% | – |
BLUE | Exit | BLUEBIRD BIO INC COMcall | $0 | – | -1,000 | – | -0.00% | – |
IYR | Exit | ISHARES U.S. REAL ESTATE ETFetf | $0 | – | -300 | – | -0.00% | – |
BWLA | Exit | BOWL AMER INC CL Astock | $0 | – | -3,000 | – | -0.00% | – |
HOME | Exit | AT HOME GROUP INC COMstock | $0 | – | -925 | – | -0.01% | – |
WORK | Exit | SLACK TECHNOLOGIES INC COM CL Astock | $0 | – | -1,000 | – | -0.01% | – |
ZEN | Exit | ZENDESK INC COMstock | $0 | – | -387 | – | -0.01% | – |
WYNN | Exit | WYNN RESORTS LTD COMstock | $0 | – | -850 | – | -0.01% | – |
GE | Exit | GENERAL ELECTRIC CO COMstock | $0 | – | -47,922 | – | -0.09% | – |
Q2 2021
Q4 2020
Q3 2020
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC COMstock | $45,550,000 | +19.1% | 393,315 | +275.1% | 8.72% | +7.3% |
AMZN | Sell | AMAZON COM INC COMstock | $36,960,000 | +9.9% | 11,738 | -3.7% | 7.07% | -0.9% |
MSFT | Buy | MICROSOFT CORP COMstock | $18,431,000 | +5.3% | 87,628 | +1.9% | 3.53% | -5.1% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $15,802,000 | -2.4% | 10,782 | -5.5% | 3.02% | -12.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $10,419,000 | +27.9% | 48,929 | +7.2% | 1.99% | +15.3% |
UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $9,851,000 | +2.5% | 31,596 | -3.0% | 1.88% | -7.6% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $9,768,000 | +0.3% | 28,886 | -12.3% | 1.87% | -9.6% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $9,691,000 | +8.4% | 28,837 | -0.1% | 1.86% | -2.3% |
V | Sell | VISA INC COM CL Astock | $8,308,000 | -2.4% | 41,546 | -5.7% | 1.59% | -12.0% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $8,178,000 | +8.3% | 41,505 | -4.2% | 1.56% | -2.4% |
CRM | Sell | SALESFORCE COM INC COMstock | $7,791,000 | +23.9% | 30,999 | -7.6% | 1.49% | +11.7% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $7,705,000 | -3.4% | 5,243 | -7.1% | 1.48% | -12.9% |
AMGN | Sell | AMGEN INC COMstock | $7,427,000 | +6.4% | 29,222 | -1.3% | 1.42% | -4.1% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $6,672,000 | +15.5% | 44,812 | +9.1% | 1.28% | +4.1% |
SBUX | Sell | STARBUCKS CORP COMstock | $5,890,000 | +16.6% | 68,556 | -0.1% | 1.13% | +5.1% |
FB | Sell | FACEBOOK INC CL Astock | $5,545,000 | +6.5% | 21,174 | -7.6% | 1.06% | -4.0% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $5,160,000 | +9.9% | 51,945 | +7.8% | 0.99% | -0.9% |
DIS | Sell | DISNEY WALT CO COM DISNEYstock | $5,091,000 | +9.9% | 41,033 | -1.2% | 0.97% | -1.0% |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $4,889,000 | +5.5% | 61,922 | +5.0% | 0.94% | -4.9% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $4,490,000 | +0.1% | 46,642 | -2.2% | 0.86% | -9.8% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $4,257,000 | +5.2% | 66,889 | +0.6% | 0.82% | -5.1% |
VICR | Buy | VICOR CORP COMstock | $4,229,000 | +13.9% | 54,400 | +5.4% | 0.81% | +2.7% |
NKE | Sell | NIKE INC CL Bstock | $3,881,000 | +27.5% | 30,911 | -0.4% | 0.74% | +15.0% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $3,707,000 | +197.0% | 29,302 | +188.8% | 0.71% | +167.5% |
BLK | Sell | BLACKROCK INC COMstock | $3,679,000 | +2.2% | 6,529 | -1.3% | 0.70% | -7.9% |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $3,640,000 | -13.8% | 15,060 | -7.8% | 0.70% | -22.2% |
TROW | Sell | T ROWE PRICE GROUP INC COMstock | $3,573,000 | -1.1% | 27,865 | -4.8% | 0.68% | -10.8% |
SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $3,550,000 | +22.2% | 41,039 | +22.4% | 0.68% | +10.0% |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $3,471,000 | +4.7% | 32,102 | -1.4% | 0.66% | -5.7% |
SPY | Buy | SPDR S&P 500 ETFetf | $3,387,000 | +25.1% | 10,113 | +15.2% | 0.65% | +12.7% |
IWX | Buy | ISHARES RUSSELL TOP 200 VALUE ETFetf | $3,378,000 | +15.7% | 66,144 | +10.6% | 0.65% | +4.2% |
GLD | Buy | SPDR GOLD SHARESetf | $3,320,000 | +44.9% | 18,743 | +36.9% | 0.64% | +30.4% |
SQ | Sell | SQUARE INC CL Astock | $3,213,000 | +36.3% | 19,765 | -12.0% | 0.62% | +22.8% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $3,169,000 | +4.9% | 100,724 | +1.1% | 0.61% | -5.5% |
VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $3,144,000 | +13.8% | 13,811 | +1.0% | 0.60% | +2.7% |
PEP | Buy | PEPSICO INC COMstock | $3,058,000 | +7.7% | 22,063 | +2.8% | 0.58% | -3.0% |
ABT | Buy | ABBOTT LABS COMstock | $3,009,000 | +19.7% | 27,646 | +0.5% | 0.58% | +7.9% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $3,007,000 | +8.0% | 13,573 | +0.8% | 0.58% | -2.7% |
DOCU | Sell | DOCUSIGN INC COMstock | $2,972,000 | -22.7% | 13,809 | -38.1% | 0.57% | -30.3% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,932,000 | +13.1% | 13,517 | +0.1% | 0.56% | +2.0% |
HON | Buy | HONEYWELL INTL INC COMstock | $2,913,000 | +37.7% | 17,694 | +20.9% | 0.56% | +24.1% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $2,895,000 | +18.6% | 20,831 | +2.0% | 0.55% | +6.9% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $2,869,000 | +35.5% | 9,760 | -0.6% | 0.55% | +22.0% |
HD | Buy | HOME DEPOT INC COMstock | $2,718,000 | +12.6% | 9,787 | +1.6% | 0.52% | +1.6% |
GLDM | Buy | SPDR GOLD MINISHARES TRUSTetf | $2,628,000 | +15.8% | 139,801 | +9.4% | 0.50% | +4.4% |
MRK | Buy | MERCK & CO. INC COMstock | $2,619,000 | +10.4% | 31,570 | +2.9% | 0.50% | -0.6% |
BAC | Sell | BK OF AMERICA CORP COMstock | $2,502,000 | +0.5% | 103,866 | -0.9% | 0.48% | -9.3% |
BX | Sell | BLACKSTONE GROUP INC COM CL Astock | $2,449,000 | -10.0% | 46,918 | -2.3% | 0.47% | -18.7% |
VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $2,400,000 | +15.6% | 23,679 | +9.1% | 0.46% | +4.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $2,395,000 | +13.9% | 40,251 | +5.6% | 0.46% | +2.7% |
YORW | Buy | YORK WTR CO COMstock | $2,368,000 | -11.5% | 56,025 | +0.4% | 0.45% | -20.2% |
INTC | Sell | INTEL CORP COMstock | $2,347,000 | -14.9% | 45,326 | -1.7% | 0.45% | -23.4% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $2,299,000 | +6.7% | 38,137 | +1.2% | 0.44% | -3.9% |
CSCO | Sell | CISCO SYS INC COMstock | $2,272,000 | -17.0% | 57,675 | -1.7% | 0.44% | -25.1% |
ABBV | Buy | ABBVIE INC COMstock | $2,213,000 | -10.2% | 25,260 | +0.7% | 0.42% | -18.9% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $2,211,000 | +3.1% | 18,713 | -1.7% | 0.42% | -7.0% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $2,182,000 | -1.0% | 26,757 | -2.0% | 0.42% | -10.7% |
T | Sell | AT&T INC COMstock | $2,050,000 | -7.6% | 71,908 | -2.0% | 0.39% | -16.8% |
VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $2,050,000 | +10.5% | 11,382 | +1.2% | 0.39% | -0.5% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,044,000 | +6.2% | 12,002 | -2.3% | 0.39% | -4.2% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $2,016,000 | +25.8% | 43,583 | +6.0% | 0.39% | +13.5% |
NFLX | Buy | NETFLIX INC COMstock | $1,927,000 | +17.5% | 3,854 | +7.0% | 0.37% | +6.0% |
ORCL | Sell | ORACLE CORP COMstock | $1,893,000 | +7.0% | 31,703 | -1.0% | 0.36% | -3.7% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $1,777,000 | +30.0% | 4,636 | +23.8% | 0.34% | +17.2% |
WMT | Buy | WALMART INC COMstock | $1,761,000 | +40.0% | 12,590 | +19.9% | 0.34% | +26.2% |
TJX | Buy | TJX COS INC NEW COMstock | $1,736,000 | +13.8% | 31,191 | +3.4% | 0.33% | +2.5% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,723,000 | +4.7% | 28,586 | +2.1% | 0.33% | -5.4% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,646,000 | +3.3% | 10,987 | -1.3% | 0.32% | -6.8% |
LOW | Sell | LOWES COS INC COMstock | $1,607,000 | -9.1% | 9,687 | -25.9% | 0.31% | -17.9% |
ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $1,596,000 | +19.6% | 15,641 | +18.2% | 0.30% | +7.8% |
SYK | Buy | STRYKER CORPORATION COMstock | $1,548,000 | +20.1% | 7,431 | +3.9% | 0.30% | +8.0% |
IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $1,525,000 | -3.5% | 8,231 | -7.4% | 0.29% | -12.8% |
UNP | Sell | UNION PAC CORP COMstock | $1,489,000 | +14.1% | 7,561 | -2.0% | 0.28% | +2.9% |
FDX | Sell | FEDEX CORP COMstock | $1,468,000 | +68.3% | 5,838 | -6.2% | 0.28% | +51.9% |
LTC | Buy | LTC PPTYS INC COMreit | $1,369,000 | -7.3% | 39,277 | +0.2% | 0.26% | -16.6% |
BA | Sell | BOEING CO COMstock | $1,356,000 | -10.9% | 8,206 | -1.2% | 0.26% | -19.5% |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $1,339,000 | +10.8% | 4,066 | +4.9% | 0.26% | -0.4% |
DPZ | Buy | DOMINOS PIZZA INC COMstock | $1,334,000 | +52.5% | 3,137 | +32.5% | 0.26% | +37.1% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,311,000 | +10.9% | 10,193 | +1.0% | 0.25% | 0.0% |
VIAC | Buy | VIACOMCBS INC CL Bstock | $1,296,000 | +22.8% | 46,252 | +2.3% | 0.25% | +10.7% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $1,276,000 | +21.5% | 4,599 | +5.1% | 0.24% | +9.4% |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,277,000 | +16.1% | 18,394 | -5.0% | 0.24% | +4.3% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $1,271,000 | +72.5% | 4,130 | +58.9% | 0.24% | +55.8% |
KLDW | Sell | KNOWLEDGE LEADERS DEVELOPED WORLD ETFetf | $1,271,000 | +7.4% | 33,570 | -1.8% | 0.24% | -3.2% |
MDT | Buy | MEDTRONIC PLC SHSstock | $1,249,000 | +31.2% | 12,023 | +15.8% | 0.24% | +18.3% |
MMM | Sell | 3M CO COMstock | $1,148,000 | -16.0% | 7,167 | -18.2% | 0.22% | -24.1% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $1,145,000 | -17.6% | 19,898 | -11.7% | 0.22% | -25.8% |
MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $1,139,000 | +12.3% | 11,168 | +12.0% | 0.22% | +1.4% |
SHOP | Sell | SHOPIFY INC CL Astock | $1,125,000 | -8.5% | 1,100 | -15.1% | 0.22% | -17.6% |
MCD | Buy | MCDONALDS CORP COMstock | $1,095,000 | +27.5% | 4,991 | +7.2% | 0.21% | +15.4% |
HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $1,098,000 | -1.4% | 13,647 | -0.5% | 0.21% | -11.4% |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $1,090,000 | +13.3% | 8,733 | +3.5% | 0.21% | +2.5% |
GLW | Sell | CORNING INC COMstock | $1,084,000 | +25.0% | 33,452 | -0.0% | 0.21% | +12.5% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,045,000 | +36.8% | 2,943 | +16.8% | 0.20% | +23.5% |
TXRH | Buy | TEXAS ROADHOUSE INC COMstock | $1,035,000 | +16.4% | 17,018 | +0.7% | 0.20% | +4.8% |
DHR | Buy | DANAHER CORPORATION COMstock | $1,033,000 | +36.1% | 4,798 | +11.8% | 0.20% | +23.0% |
CRSP | Sell | CRISPR THERAPEUTICS AG NAMEN AKTstock | $1,024,000 | -0.2% | 12,248 | -12.3% | 0.20% | -10.1% |
VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $1,005,000 | +8.6% | 9,612 | +3.5% | 0.19% | -2.0% |
NOW | Sell | SERVICENOW INC COMstock | $987,000 | +4.1% | 2,036 | -13.0% | 0.19% | -6.0% |
BIDU | Buy | BAIDU INC SPON ADR REP Aadr | $982,000 | +10.1% | 7,759 | +4.3% | 0.19% | -0.5% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $956,000 | +33.3% | 16,643 | +18.7% | 0.18% | +20.4% |
TDOC | Buy | TELADOC HEALTH INC COMstock | $950,000 | +223.1% | 4,335 | +181.9% | 0.18% | +193.5% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $940,000 | +23.5% | 2,000 | -33.3% | 0.18% | +11.1% |
PNQI | Sell | INVESCO NASDAQ INTERNET ETFetf | $940,000 | +15.1% | 4,558 | -1.1% | 0.18% | +4.0% |
CVX | Buy | CHEVRON CORP NEW COMstock | $918,000 | -16.4% | 12,752 | +3.6% | 0.18% | -24.5% |
CSX | Buy | CSX CORP COMstock | $905,000 | +15.9% | 11,646 | +3.9% | 0.17% | +4.2% |
XOM | Sell | EXXON MOBIL CORP COMstock | $887,000 | -30.8% | 25,846 | -9.8% | 0.17% | -37.5% |
PLD | Sell | PROLOGIS INC. COMreit | $881,000 | +4.9% | 8,754 | -2.7% | 0.17% | -5.1% |
IMCG | Sell | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $852,000 | -8.1% | 2,660 | -15.8% | 0.16% | -17.3% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $844,000 | +4.6% | 10,937 | -0.8% | 0.16% | -5.3% |
PFE | Buy | PFIZER INC COMstock | $836,000 | +14.2% | 22,777 | +1.7% | 0.16% | +3.2% |
FIVE | Sell | FIVE BELOW INC COMstock | $838,000 | +18.7% | 6,597 | -0.1% | 0.16% | +6.7% |
AVGO | Buy | BROADCOM INC COMstock | $827,000 | +33.4% | 2,271 | +15.7% | 0.16% | +19.7% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $808,000 | +64.2% | 4,851 | +9.6% | 0.16% | +49.0% |
DLR | Sell | DIGITAL RLTY TR INC COMreit | $804,000 | +1.8% | 5,480 | -1.5% | 0.15% | -8.3% |
MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $790,000 | +36.7% | 8,535 | +26.6% | 0.15% | +22.8% |
GNRC | Sell | GENERAC HLDGS INC COMstock | $785,000 | +58.6% | 4,054 | -0.1% | 0.15% | +42.9% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $773,000 | +15.2% | 3,343 | +3.4% | 0.15% | +4.2% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $762,000 | +10.4% | 5,162 | +5.8% | 0.15% | 0.0% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $735,000 | +16.7% | 591 | -1.3% | 0.14% | +5.2% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $730,000 | +13.9% | 6,003 | +13.2% | 0.14% | +2.9% |
QCOM | Sell | QUALCOMM INC COMstock | $712,000 | +26.2% | 6,051 | -2.1% | 0.14% | +13.3% |
TSLA | Buy | TESLA INC COMstock | $695,000 | +595.0% | 1,620 | +1641.9% | 0.13% | +533.3% |
PAYX | Buy | PAYCHEX INC COMstock | $697,000 | +5.9% | 8,742 | +0.7% | 0.13% | -5.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $693,000 | +7.3% | 4,165 | +7.8% | 0.13% | -2.9% |
KO | Buy | COCA COLA CO COMstock | $688,000 | +26.0% | 13,943 | +14.2% | 0.13% | +13.8% |
EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $687,000 | -4.7% | 8,608 | -17.5% | 0.13% | -14.4% |
IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $687,000 | +1.5% | 8,498 | -4.0% | 0.13% | -9.0% |
ZTS | Buy | ZOETIS INC CL Astock | $672,000 | +273.3% | 4,063 | +208.7% | 0.13% | +239.5% |
BKI | Buy | BLACK KNIGHT INC COMstock | $658,000 | +28.8% | 7,558 | +7.3% | 0.13% | +16.7% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $653,000 | +6.4% | 2,889 | +1.1% | 0.12% | -3.8% |
FISV | Buy | FISERV INC COMstock | $651,000 | +11.9% | 6,320 | +6.1% | 0.12% | +0.8% |
TWLO | Buy | TWILIO INC CL Astock | $642,000 | +39.3% | 2,600 | +23.8% | 0.12% | +25.5% |
TSLA | Buy | TESLA INC COMput | $644,000 | +98.8% | 1,500 | +400.0% | 0.12% | +78.3% |
O | Sell | REALTY INCOME CORP COMreit | $637,000 | +1.3% | 10,478 | -0.9% | 0.12% | -9.0% |
SRE | Buy | SEMPRA ENERGY COMstock | $625,000 | +8.3% | 5,283 | +7.2% | 0.12% | -2.4% |
PPG | Buy | PPG INDS INC COMstock | $620,000 | +18.3% | 5,080 | +2.8% | 0.12% | +7.2% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $600,000 | +38.6% | 846 | +11.5% | 0.12% | +25.0% |
WPC | Sell | WP CAREY INC COMreit | $603,000 | -4.6% | 9,252 | -0.9% | 0.12% | -14.2% |
FE | Buy | FIRSTENERGY CORP COMstock | $589,000 | +2704.8% | 20,508 | +3615.2% | 0.11% | +2725.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $592,000 | +12.5% | 4,242 | +20.2% | 0.11% | +0.9% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $583,000 | +3.9% | 13,231 | -5.7% | 0.11% | -5.9% |
TXN | Buy | TEXAS INSTRS INC COMstock | $582,000 | +61.7% | 4,079 | +44.0% | 0.11% | +46.1% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $576,000 | -38.9% | 11,426 | -42.3% | 0.11% | -45.0% |
SPY | Sell | SPDR S&P 500 ETFput | $569,000 | -34.1% | 1,700 | -39.3% | 0.11% | -40.4% |
FDN | Sell | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $564,000 | +2.4% | 2,995 | -7.2% | 0.11% | -7.7% |
THQ | Buy | TEKLA HEALTHCARE OPPORTUNITIES SHScef | $562,000 | +2.0% | 31,081 | +0.3% | 0.11% | -7.7% |
PANW | Buy | PALO ALTO NETWORKS INC COMstock | $565,000 | +13.2% | 2,308 | +6.3% | 0.11% | +1.9% |
GDX | Buy | VANECK VECTORS GOLD MINERS ETFetf | $554,000 | +17.1% | 14,159 | +9.8% | 0.11% | +6.0% |
QQQ | Sell | INVESCO QQQ TRUSTetf | $544,000 | +2.4% | 1,958 | -8.8% | 0.10% | -8.0% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $535,000 | +11.7% | 5,067 | +5.8% | 0.10% | 0.0% |
REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $529,000 | +2.7% | 945 | +14.4% | 0.10% | -7.3% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $520,000 | +7.2% | 4,731 | +2.6% | 0.10% | -2.9% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $515,000 | +110.2% | 1,050 | +86.8% | 0.10% | +90.4% |
STT | Sell | STATE STR CORP COMstock | $494,000 | -22.1% | 8,332 | -16.5% | 0.10% | -29.6% |
SGEN | New | SEAGEN INC COMstock | $489,000 | – | 2,500 | – | 0.09% | – |
FAST | Sell | FASTENAL CO COMstock | $488,000 | +4.7% | 10,830 | -0.5% | 0.09% | -6.1% |
DHI | Buy | D R HORTON INC COMstock | $485,000 | +815.1% | 6,412 | +574.2% | 0.09% | +745.5% |
NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $483,000 | +11.5% | 1,530 | +8.5% | 0.09% | 0.0% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $477,000 | +7.9% | 2,051 | +11.1% | 0.09% | -3.2% |
DKNG | Buy | DRAFTKINGS INC COM CL Astock | $476,000 | +255.2% | 8,087 | +100.7% | 0.09% | +225.0% |
BPMC | Buy | BLUEPRINT MEDICINES CORP COMstock | $472,000 | +50.8% | 5,095 | +26.9% | 0.09% | +36.4% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $438,000 | +42.7% | 5,841 | +33.3% | 0.08% | +29.2% |
BCE | Sell | BCE INC COM NEWstock | $439,000 | -5.0% | 10,575 | -4.3% | 0.08% | -14.3% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $438,000 | +42.7% | 2,090 | +29.8% | 0.08% | +29.2% |
NOBL | Sell | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $439,000 | +6.3% | 6,079 | -0.8% | 0.08% | -4.5% |
LLY | Buy | LILLY ELI & CO COMstock | $434,000 | +61.3% | 2,935 | +79.0% | 0.08% | +45.6% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $426,000 | +363.0% | 3,160 | +361.3% | 0.08% | +310.0% |
IHIT | Buy | INVESCO HIGH INCOME 2023 TARGE COMcef | $420,000 | +8.2% | 53,025 | +7.3% | 0.08% | -2.4% |
LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $417,000 | +45.8% | 2,217 | +29.0% | 0.08% | +31.1% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $414,000 | +2.7% | 17,601 | +11.8% | 0.08% | -8.1% |
SAP | Sell | SAP SE SPON ADRadr | $413,000 | -3.3% | 2,649 | -13.2% | 0.08% | -13.2% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $409,000 | +13.9% | 1,366 | +0.7% | 0.08% | +2.6% |
BIIB | Sell | BIOGEN INC COMstock | $402,000 | -7.2% | 1,418 | -12.4% | 0.08% | -16.3% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $396,000 | +27.3% | 3,392 | +13.9% | 0.08% | +15.2% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $399,000 | -14.0% | 11,102 | +1.3% | 0.08% | -23.2% |
SCZ | Sell | ISHARES MSCI EAFE SMALL-CAP ETFetf | $391,000 | +5.4% | 6,629 | -4.3% | 0.08% | -5.1% |
BLUE | Buy | BLUEBIRD BIO INC COMstock | $392,000 | +396.2% | 7,259 | +458.4% | 0.08% | +341.2% |
SLV | Buy | ISHARES SILVER TRUSTetf | $381,000 | +48.8% | 17,611 | +16.9% | 0.07% | +35.2% |
IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $381,000 | +19.8% | 1,948 | +10.4% | 0.07% | +7.4% |
IYH | Sell | ISHARES U.S. HEALTHCARE ETFetf | $366,000 | +4.0% | 1,612 | -1.3% | 0.07% | -6.7% |
CVS | Buy | CVS HEALTH CORP COMstock | $359,000 | -0.6% | 6,151 | +10.7% | 0.07% | -10.4% |
CONE | Buy | CYRUSONE INC COMreit | $358,000 | -3.5% | 5,111 | +0.1% | 0.07% | -12.7% |
ANTM | Sell | ANTHEM INC COMstock | $362,000 | -0.8% | 1,348 | -3.0% | 0.07% | -10.4% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $353,000 | +74.8% | 799 | +43.2% | 0.07% | +58.1% |
MRNA | Buy | MODERNA INC COMstock | $348,000 | +404.3% | 4,920 | +359.8% | 0.07% | +346.7% |
MKL | Buy | MARKEL CORP COMstock | $351,000 | +15.1% | 360 | +9.1% | 0.07% | +3.1% |
SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $352,000 | +9.7% | 7,032 | -1.7% | 0.07% | -1.5% |
SPGI | Buy | S&P GLOBAL INC COMstock | $345,000 | +10.9% | 956 | +1.2% | 0.07% | 0.0% |
SU | Sell | SUNCOR ENERGY INC NEW COMstock | $347,000 | -33.3% | 28,413 | -7.9% | 0.07% | -40.0% |
CAT | Sell | CATERPILLAR INC DEL COMstock | $344,000 | +13.9% | 2,309 | -3.3% | 0.07% | +3.1% |
AFL | Sell | AFLAC INC COMstock | $347,000 | -7.7% | 9,539 | -8.5% | 0.07% | -17.5% |
BSX | Buy | BOSTON SCIENTIFIC CORP COMstock | $331,000 | +12.6% | 8,658 | +3.3% | 0.06% | +1.6% |
RNG | Buy | RINGCENTRAL INC CL Astock | $330,000 | +93.0% | 1,200 | +100.0% | 0.06% | +75.0% |
SYY | Buy | SYSCO CORP COMstock | $328,000 | +102.5% | 5,264 | +77.1% | 0.06% | +85.3% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $324,000 | +3.2% | 3,999 | +0.3% | 0.06% | -7.5% |
BST | Sell | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $326,000 | +3.5% | 7,568 | -9.0% | 0.06% | -7.5% |
QUS | Buy | SPDR MSCI USA STRATEGICFACTORS ETFetf | $325,000 | +21.7% | 3,434 | +13.6% | 0.06% | +8.8% |
TGT | Sell | TARGET CORP COMstock | $321,000 | -7.0% | 2,040 | -29.1% | 0.06% | -16.4% |
HDB | Sell | HDFC BANK LTD SPONSORED ADSadr | $302,000 | +8.2% | 6,053 | -1.3% | 0.06% | -1.7% |
MELI | Buy | MERCADOLIBRE INC COMstock | $301,000 | +33.8% | 278 | +21.9% | 0.06% | +20.8% |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $300,000 | +13.2% | 3,972 | +4.0% | 0.06% | +1.8% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $300,000 | +57.9% | 1,403 | +29.8% | 0.06% | +42.5% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $285,000 | +10.9% | 1,854 | +5.0% | 0.06% | 0.0% |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $289,000 | +5.1% | 16,915 | +1.2% | 0.06% | -5.2% |
FFIV | Buy | F5 NETWORKS INC COMstock | $283,000 | -3.1% | 2,304 | +10.0% | 0.05% | -12.9% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $282,000 | +28.8% | 17,860 | +48.2% | 0.05% | +17.4% |
EXAS | Sell | EXACT SCIENCES CORP COMstock | $283,000 | -11.3% | 2,779 | -24.2% | 0.05% | -20.6% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $278,000 | -10.0% | 1,146 | -4.2% | 0.05% | -19.7% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $275,000 | +19.6% | 3,393 | -16.4% | 0.05% | +8.2% |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $270,000 | +8.4% | 7,397 | +2.8% | 0.05% | -1.9% |
QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $269,000 | +6.7% | 3,119 | -1.2% | 0.05% | -5.6% |
AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $269,000 | +7.6% | 5,547 | +3.1% | 0.05% | -3.8% |
MS | Buy | MORGAN STANLEY COM NEWstock | $254,000 | +51.2% | 5,257 | +51.2% | 0.05% | +36.1% |
DRI | Buy | DARDEN RESTAURANTS INC COMstock | $254,000 | +64.9% | 2,524 | +24.2% | 0.05% | +48.5% |
DES | Buy | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $253,000 | +42.9% | 11,981 | +43.4% | 0.05% | +26.3% |
XLNX | Sell | XILINX INC COMstock | $251,000 | -9.4% | 2,407 | -14.4% | 0.05% | -18.6% |
CMI | Buy | CUMMINS INC COMstock | $250,000 | +50.6% | 1,185 | +23.7% | 0.05% | +37.1% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $248,000 | +13.8% | 1,285 | +3.3% | 0.05% | +2.2% |
RCD | New | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETFetf | $243,000 | – | 2,360 | – | 0.05% | – |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $247,000 | -1.6% | 3,964 | -10.3% | 0.05% | -11.3% |
SPYV | Sell | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $245,000 | +2.1% | 8,111 | -1.9% | 0.05% | -7.8% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COMstock | $241,000 | +29.6% | 1,770 | +13.5% | 0.05% | +17.9% |
EMR | Sell | EMERSON ELEC CO COMstock | $239,000 | -2.0% | 3,640 | -7.6% | 0.05% | -11.5% |
AON | Buy | AON PLC SHS CL Astock | $235,000 | +10.8% | 1,139 | +3.3% | 0.04% | 0.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $234,000 | +84.3% | 2,885 | +72.2% | 0.04% | +66.7% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $234,000 | +82.8% | 2,331 | +73.4% | 0.04% | +66.7% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $234,000 | -19.6% | 432 | -43.5% | 0.04% | -27.4% |
EXC | Sell | EXELON CORP COMstock | $231,000 | -10.8% | 6,460 | -9.4% | 0.04% | -20.0% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $231,000 | -9.1% | 2,057 | -12.3% | 0.04% | -18.5% |
CNC | Buy | CENTENE CORP DEL COMstock | $232,000 | +8.4% | 3,972 | +18.1% | 0.04% | -2.2% |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $230,000 | -74.7% | 6,315 | -78.4% | 0.04% | -77.2% |
DOV | Buy | DOVER CORP COMstock | $224,000 | +146.2% | 2,069 | +120.3% | 0.04% | +126.3% |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $226,000 | +2.3% | 132 | -5.0% | 0.04% | -8.5% |
ECL | Buy | ECOLAB INC COMstock | $225,000 | +36.4% | 1,125 | +35.7% | 0.04% | +22.9% |
CYBR | Buy | CYBERARK SOFTWARE LTD SHSstock | $221,000 | +179.7% | 2,135 | +169.6% | 0.04% | +147.1% |
DLTR | Sell | DOLLAR TREE INC COMstock | $218,000 | -65.1% | 2,389 | -64.6% | 0.04% | -68.4% |
TDOC | New | TELADOC HEALTH INC COMcall | $219,000 | – | 1,000 | – | 0.04% | – |
IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $220,000 | +400.0% | 1,802 | +401.9% | 0.04% | +366.7% |
ANSS | Buy | ANSYS INC COMstock | $213,000 | +59.0% | 650 | +41.3% | 0.04% | +46.4% |
CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $215,000 | +24.3% | 345 | +1.8% | 0.04% | +10.8% |
IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $214,000 | -23.3% | 3,047 | -25.3% | 0.04% | -30.5% |
FXI | Sell | ISHARES CHINA LARGE-CAP ETFetf | $216,000 | -23.4% | 5,150 | -27.5% | 0.04% | -31.7% |
GE | Sell | GENERAL ELECTRIC CO COMstock | $210,000 | -42.0% | 33,758 | -36.2% | 0.04% | -48.1% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $207,000 | +25.5% | 7,150 | +22.7% | 0.04% | +14.3% |
DGX | Sell | QUEST DIAGNOSTICS INC COMstock | $207,000 | -25.0% | 1,805 | -25.5% | 0.04% | -32.2% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $211,000 | +102.9% | 5,627 | +85.5% | 0.04% | +81.8% |
RJF | Buy | RAYMOND JAMES FINL INC COMstock | $204,000 | +21.4% | 2,809 | +15.4% | 0.04% | +8.3% |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFput | $202,000 | – | 2,400 | – | 0.04% | – |
QRVO | New | QORVO INC COMstock | $204,000 | – | 1,579 | – | 0.04% | – |
FDIS | Sell | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $203,000 | +17.3% | 3,277 | -1.5% | 0.04% | +5.4% |
GPN | Buy | GLOBAL PMTS INC COMstock | $204,000 | +46.8% | 1,147 | +40.4% | 0.04% | +30.0% |
D | Sell | DOMINION ENERGY INC COMstock | $205,000 | -8.1% | 2,600 | -5.3% | 0.04% | -17.0% |
WORK | Sell | SLACK TECHNOLOGIES INC COM CL Astock | $197,000 | -51.4% | 7,330 | -43.8% | 0.04% | -55.8% |
SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $195,000 | +167.1% | 1,339 | +133.3% | 0.04% | +146.7% |
IPAY | Buy | ETFMG PRIME MOBILE PAYMENTS ETFetf | $186,000 | +12.7% | 3,428 | +2.0% | 0.04% | +2.9% |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $189,000 | -19.6% | 2,179 | -19.2% | 0.04% | -28.0% |
SE | Sell | SEA LTD SPONSORD ADSadr | $184,000 | +15.7% | 1,194 | -19.5% | 0.04% | +2.9% |
DYNF | Sell | BLACKROCK U.S. EQUITY FACTOR ROTATION ETFetf | $185,000 | +3.9% | 6,595 | -2.9% | 0.04% | -7.9% |
XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $177,000 | 0.0% | 2,985 | -4.8% | 0.03% | -10.5% |
PSX | Sell | PHILLIPS 66 COMstock | $179,000 | -28.4% | 3,458 | -0.5% | 0.03% | -35.8% |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $178,000 | -12.3% | 1,648 | -7.2% | 0.03% | -20.9% |
IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $172,000 | -18.5% | 721 | -23.3% | 0.03% | -26.7% |
PGR | Buy | PROGRESSIVE CORP COMstock | $169,000 | +252.1% | 1,785 | +200.5% | 0.03% | +220.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $167,000 | +63.7% | 1,670 | +50.0% | 0.03% | +45.5% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $166,000 | +260.9% | 978 | +262.2% | 0.03% | +220.0% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $166,000 | +207.4% | 1,778 | +171.0% | 0.03% | +190.9% |
CRSP | New | CRISPR THERAPEUTICS AG NAMEN AKTcall | $167,000 | – | 2,000 | – | 0.03% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $162,000 | +44.6% | 1,983 | +40.8% | 0.03% | +29.2% |
FIS | Buy | FIDELITY NATL INFORMATION SVCS COMstock | $160,000 | +321.1% | 1,084 | +284.4% | 0.03% | +287.5% |
CI | Sell | CIGNA CORP NEW COMstock | $162,000 | -29.9% | 957 | -22.2% | 0.03% | -36.7% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $160,000 | +154.0% | 1,167 | +84.7% | 0.03% | +138.5% |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $155,000 | +33.6% | 940 | +13.1% | 0.03% | +20.0% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $155,000 | +9.2% | 5,084 | -20.4% | 0.03% | 0.0% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $156,000 | -3.1% | 1,129 | +5.1% | 0.03% | -11.8% |
XBI | Buy | SPDR S&P BIOTECH ETFetf | $157,000 | +38.9% | 1,410 | +39.6% | 0.03% | +25.0% |
VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDetf | $154,000 | -23.8% | 757 | -27.6% | 0.03% | -32.6% |
ALL | Sell | ALLSTATE CORP COMstock | $152,000 | -46.7% | 1,610 | -45.2% | 0.03% | -52.5% |
BMRN | Buy | BIOMARIN PHARMACEUTICAL INC COMstock | $152,000 | -22.8% | 2,001 | +25.5% | 0.03% | -31.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $152,000 | +19.7% | 1,711 | +7.7% | 0.03% | +7.4% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $153,000 | -24.3% | 763 | -25.4% | 0.03% | -32.6% |
HCA | Sell | HCA HEALTHCARE INC COMstock | $153,000 | -5.6% | 1,225 | -26.8% | 0.03% | -14.7% |
AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $153,000 | +121.7% | 1,384 | +115.9% | 0.03% | +93.3% |
PTC | New | PTC INC COMstock | $149,000 | – | 1,807 | – | 0.03% | – |
DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $141,000 | +252.5% | 1,021 | +247.3% | 0.03% | +237.5% |
PHYS | Buy | SPROTT PHYSICAL GOLD TR UNITcef | $139,000 | +47.9% | 9,240 | +40.0% | 0.03% | +35.0% |
INFY | Buy | INFOSYS LTD SPONSORED ADRadr | $143,000 | +47.4% | 10,365 | +3.0% | 0.03% | +28.6% |
SNPS | Buy | SYNOPSYS INC COMstock | $138,000 | +109.1% | 644 | +89.4% | 0.03% | +85.7% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $138,000 | +55.1% | 1,201 | +45.2% | 0.03% | +36.8% |
ENB | Sell | ENBRIDGE INC COMstock | $133,000 | -6.3% | 4,570 | -2.1% | 0.02% | -16.7% |
EQIX | Buy | EQUINIX INC COMreit | $126,000 | +57.5% | 166 | +45.6% | 0.02% | +41.2% |
CIEN | Sell | CIENA CORP COM NEWstock | $123,000 | -27.2% | 3,100 | -0.4% | 0.02% | -33.3% |
MAIN | Sell | MAIN STR CAP CORP COMcef | $123,000 | -7.5% | 4,150 | -2.9% | 0.02% | -14.3% |
LIN | Sell | LINDE PLC SHSstock | $128,000 | +10.3% | 536 | -1.7% | 0.02% | -4.0% |
SMMU | Buy | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $128,000 | +66.2% | 2,500 | +66.7% | 0.02% | +50.0% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $124,000 | -62.1% | 455 | -59.6% | 0.02% | -65.2% |
ADSK | Buy | AUTODESK INC COMstock | $120,000 | +44.6% | 521 | +50.6% | 0.02% | +27.8% |
ADI | Buy | ANALOG DEVICES INC COMstock | $122,000 | +369.2% | 1,042 | +396.2% | 0.02% | +283.3% |
IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $120,000 | +14.3% | 2,050 | +6.1% | 0.02% | +4.5% |
MAS | Buy | MASCO CORP COMstock | $119,000 | +77.6% | 2,150 | +60.3% | 0.02% | +64.3% |
INTU | Sell | INTUIT COMstock | $116,000 | -7.9% | 356 | -16.4% | 0.02% | -18.5% |
ETN | Buy | EATON CORP PLC SHSstock | $116,000 | +38.1% | 1,134 | +18.2% | 0.02% | +22.2% |
TWTR | Buy | TWITTER INC COMstock | $115,000 | +59.7% | 2,584 | +7.2% | 0.02% | +46.7% |
ALC | Buy | ALCON AG ORD SHSstock | $115,000 | +23.7% | 2,014 | +23.6% | 0.02% | +10.0% |
VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $115,000 | +12.7% | 537 | +5.3% | 0.02% | 0.0% |
A | Buy | AGILENT TECHNOLOGIES INC COMstock | $110,000 | +71.9% | 1,086 | +50.8% | 0.02% | +50.0% |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $111,000 | +428.6% | 400 | +381.9% | 0.02% | +425.0% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $108,000 | -30.3% | 3,602 | -12.0% | 0.02% | -36.4% |
DXCM | Sell | DEXCOM INC COMstock | $109,000 | -11.4% | 264 | -12.9% | 0.02% | -19.2% |
PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $111,000 | -28.4% | 356 | -28.8% | 0.02% | -36.4% |
CME | Buy | CME GROUP INC COMstock | $111,000 | +2675.0% | 661 | +2442.3% | 0.02% | +2000.0% |
DE | New | DEERE & CO COMstock | $106,000 | – | 477 | – | 0.02% | – |
AOA | Buy | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $107,000 | +21.6% | 1,840 | +14.1% | 0.02% | +5.3% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $97,000 | +76.4% | 979 | +79.6% | 0.02% | +58.3% |
DOW | Buy | DOW INC COMstock | $100,000 | +58.7% | 2,132 | +37.8% | 0.02% | +46.2% |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $97,000 | -13.4% | 2,242 | -20.6% | 0.02% | -20.8% |
AFMD | Buy | AFFIMED N V COMstock | $98,000 | -24.0% | 29,000 | +3.6% | 0.02% | -29.6% |
WEN | Sell | WENDYS CO COMstock | $101,000 | -27.3% | 4,540 | -28.9% | 0.02% | -36.7% |
GPC | Sell | GENUINE PARTS CO COMstock | $94,000 | +8.0% | 985 | -1.0% | 0.02% | 0.0% |
EBAY | Sell | EBAY INC. COMstock | $93,000 | -26.8% | 1,779 | -26.8% | 0.02% | -33.3% |
AMAT | Buy | APPLIED MATLS INC COMstock | $92,000 | +84.0% | 1,550 | +87.7% | 0.02% | +63.6% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $95,000 | +6.7% | 1,715 | +1.8% | 0.02% | -5.3% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $94,000 | -28.8% | 2,310 | -31.9% | 0.02% | -35.7% |
COP | Buy | CONOCOPHILLIPS COMstock | $87,000 | +295.5% | 2,658 | +418.1% | 0.02% | +240.0% |
FTV | Buy | FORTIVE CORP COMstock | $90,000 | +18.4% | 1,183 | +5.1% | 0.02% | +6.2% |
AMD | New | ADVANCED MICRO DEVICES INC COMstock | $90,000 | – | 1,095 | – | 0.02% | – |
BIO | Buy | BIO RAD LABS INC CL Astock | $89,000 | +117.1% | 173 | +92.2% | 0.02% | +88.9% |
ROST | Buy | ROSS STORES INC COMstock | $89,000 | +11.2% | 957 | +1.8% | 0.02% | 0.0% |
ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $90,000 | +210.3% | 928 | +227.9% | 0.02% | +183.3% |
SF | Buy | STIFEL FINL CORP COMstock | $87,000 | +141.7% | 1,721 | +123.8% | 0.02% | +112.5% |
WM | Buy | WASTE MGMT INC DEL COMstock | $90,000 | +15.4% | 796 | +8.2% | 0.02% | 0.0% |
APD | New | AIR PRODS & CHEMS INC COMstock | $85,000 | – | 287 | – | 0.02% | – |
NPV | Buy | NUVEEN VIRGINIA QLTY MUNCPL FD COMcef | $81,000 | +17.4% | 5,387 | +11.0% | 0.02% | +6.7% |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $83,000 | +112.8% | 853 | +90.0% | 0.02% | +100.0% |
BYND | Sell | BEYOND MEAT INC COMstock | $83,000 | -43.5% | 500 | -54.5% | 0.02% | -48.4% |
EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $84,000 | +6.3% | 1,238 | +3.2% | 0.02% | -5.9% |
ULTA | Buy | ULTA BEAUTY INC COMstock | $85,000 | +80.9% | 381 | +66.4% | 0.02% | +60.0% |
TFC | Buy | TRUIST FINL CORP COMstock | $84,000 | +104.9% | 2,209 | +104.3% | 0.02% | +77.8% |
PH | Buy | PARKER-HANNIFIN CORP COMstock | $82,000 | +1266.7% | 405 | +1127.3% | 0.02% | +1500.0% |
SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $86,000 | +59.3% | 270 | +49.2% | 0.02% | +45.5% |
AOK | Sell | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $86,000 | +2.4% | 2,303 | -0.7% | 0.02% | -11.1% |
SRCL | Buy | STERICYCLE INC COMstock | $85,000 | +93.2% | 1,351 | +73.4% | 0.02% | +77.8% |
INFO | Buy | IHS MARKIT LTD SHSstock | $76,000 | +153.3% | 968 | +146.9% | 0.02% | +150.0% |
CBRE | Buy | CBRE GROUP INC CL Astock | $79,000 | +97.5% | 1,682 | +90.3% | 0.02% | +87.5% |
MET | Buy | METLIFE INC COMstock | $77,000 | +24.2% | 2,070 | +22.6% | 0.02% | +15.4% |
AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $80,000 | +196.3% | 754 | +172.2% | 0.02% | +150.0% |
SLB | Buy | SCHLUMBERGER LTD COMstock | $80,000 | +9.6% | 5,113 | +28.1% | 0.02% | 0.0% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $79,000 | +102.6% | 2,185 | +88.4% | 0.02% | +87.5% |
SEE | Buy | SEALED AIR CORP NEW COMstock | $78,000 | +56.0% | 2,002 | +31.7% | 0.02% | +36.4% |
VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $78,000 | 0.0% | 444 | -6.7% | 0.02% | -11.8% |
COLD | Buy | AMERICOLD RLTY TR COMreit | $77,000 | +75.0% | 2,164 | +79.1% | 0.02% | +66.7% |
CB | Buy | CHUBB LIMITED COMstock | $76,000 | +38.2% | 653 | +50.1% | 0.02% | +25.0% |
SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $79,000 | +31.7% | 537 | +19.3% | 0.02% | +15.4% |
IPO | New | RENAISSANCE IPO ETFetf | $78,000 | – | 1,500 | – | 0.02% | – |
ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $77,000 | +16.7% | 167 | +6.4% | 0.02% | +7.1% |
GWW | Buy | GRAINGER W W INC COMstock | $72,000 | +125.0% | 202 | +100.0% | 0.01% | +100.0% |
CWB | Sell | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $75,000 | -21.9% | 1,090 | -31.4% | 0.01% | -30.0% |
NTRA | Buy | NATERA INC COMstock | $74,000 | +117.6% | 1,028 | +51.4% | 0.01% | +100.0% |
CLX | Buy | CLOROX CO DEL COMstock | $75,000 | +7.1% | 359 | +12.5% | 0.01% | -6.7% |
SPLK | Buy | SPLUNK INC COMstock | $74,000 | +54.2% | 396 | +63.6% | 0.01% | +40.0% |
BAM | Sell | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $66,000 | -2.9% | 2,008 | -2.6% | 0.01% | -7.1% |
XEL | Buy | XCEL ENERGY INC COMstock | $67,000 | +3250.0% | 974 | +3507.4% | 0.01% | – |
CCMP | New | CMC MATERIALS INC COMstock | $66,000 | – | 460 | – | 0.01% | – |
SMG | Buy | SCOTTS MIRACLE GRO CO CL Astock | $69,000 | +46.8% | 451 | +28.5% | 0.01% | +30.0% |
ST | Buy | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $70,000 | +125.8% | 1,628 | +95.9% | 0.01% | +85.7% |
AES | Buy | AES CORP COMstock | $68,000 | +28.3% | 3,742 | +2.3% | 0.01% | +18.2% |
RARE | Buy | ULTRAGENYX PHARMACEUTICAL INC COMstock | $62,000 | +77.1% | 750 | +69.7% | 0.01% | +71.4% |
VMW | Buy | VMWARE INC CL A COMstock | $64,000 | +106.5% | 448 | +121.8% | 0.01% | +71.4% |
EOG | Sell | EOG RES INC COMstock | $61,000 | -48.3% | 1,685 | -27.8% | 0.01% | -52.0% |
APTV | Buy | APTIV PLC SHSstock | $64,000 | +60.0% | 694 | +34.5% | 0.01% | +50.0% |
ALXN | Buy | ALEXION PHARMACEUTICALS INC COMstock | $62,000 | +93.8% | 543 | +91.2% | 0.01% | +71.4% |
HLI | Buy | HOULIHAN LOKEY INC CL Astock | $61,000 | +103.3% | 1,038 | +91.9% | 0.01% | +100.0% |
BLD | Sell | TOPBUILD CORP COMstock | $65,000 | +30.0% | 379 | -13.7% | 0.01% | +9.1% |
RMD | Sell | RESMED INC COMstock | $62,000 | -17.3% | 359 | -7.9% | 0.01% | -25.0% |
MTB | Sell | M & T BK CORP COMstock | $63,000 | -90.5% | 684 | -89.2% | 0.01% | -91.4% |
SNA | Buy | SNAP ON INC COMstock | $62,000 | +100.0% | 419 | +88.7% | 0.01% | +71.4% |
CP | Sell | CANADIAN PAC RY LTD COMstock | $63,000 | +1.6% | 206 | -14.5% | 0.01% | -7.7% |
EMN | Buy | EASTMAN CHEM CO COMstock | $61,000 | +154.2% | 779 | +127.8% | 0.01% | +140.0% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $62,000 | +138.5% | 1,131 | +111.4% | 0.01% | +100.0% |
VFC | Buy | V F CORP COMstock | $65,000 | +124.1% | 921 | +96.0% | 0.01% | +100.0% |
BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC COMcef | $65,000 | -80.1% | 5,789 | -80.4% | 0.01% | -82.6% |
BXP | Buy | BOSTON PROPERTIES INC COMreit | $58,000 | +222.2% | 723 | +270.8% | 0.01% | +175.0% |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $55,000 | +5.8% | 140 | +4.5% | 0.01% | 0.0% |
PTON | Buy | PELOTON INTERACTIVE INC CL A COMstock | $55,000 | +511.1% | 550 | +266.7% | 0.01% | +450.0% |
ADS | Sell | ALLIANCE DATA SYSTEMS CORP COMstock | $56,000 | -56.2% | 1,341 | -52.7% | 0.01% | -59.3% |
USB | Buy | US BANCORP DEL COM NEWstock | $58,000 | +176.2% | 1,615 | +188.9% | 0.01% | +175.0% |
AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $55,000 | +111.5% | 359 | +95.1% | 0.01% | +83.3% |
UN | Sell | UNILEVER N V N Y SHS NEWadr | $56,000 | -12.5% | 926 | -23.3% | 0.01% | -21.4% |
TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $58,000 | -21.6% | 1,258 | -24.1% | 0.01% | -31.2% |
MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $59,000 | +126.9% | 736 | +95.7% | 0.01% | +83.3% |
WWD | Buy | WOODWARD INC COMstock | $60,000 | +100.0% | 744 | +94.8% | 0.01% | +83.3% |
BL | Buy | BLACKLINE INC COMstock | $59,000 | +43.9% | 654 | +30.8% | 0.01% | +22.2% |
BCC | Buy | BOISE CASCADE CO DEL COMstock | $56,000 | +115.4% | 1,397 | +98.7% | 0.01% | +83.3% |
C | Sell | CITIGROUP INC COM NEWstock | $56,000 | -80.1% | 1,310 | -76.2% | 0.01% | -81.7% |
LRCX | New | LAM RESEARCH CORP COMstock | $57,000 | – | 173 | – | 0.01% | – |
TTEK | Buy | TETRA TECH INC NEW COMstock | $58,000 | +114.8% | 611 | +77.1% | 0.01% | +83.3% |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $56,000 | +250.0% | 1,537 | +239.3% | 0.01% | +266.7% |
XRAY | Buy | DENTSPLY SIRONA INC COMstock | $58,000 | +262.5% | 1,321 | +274.2% | 0.01% | +266.7% |
ALB | Buy | ALBEMARLE CORP COMstock | $53,000 | +130.4% | 598 | +102.0% | 0.01% | +100.0% |
WNS | Buy | WNS HLDGS LTD SPON ADRadr | $50,000 | +138.1% | 787 | +105.5% | 0.01% | +150.0% |
CMS | New | CMS ENERGY CORP COMstock | $51,000 | – | 826 | – | 0.01% | – |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $52,000 | +10.6% | 817 | +6.5% | 0.01% | 0.0% |
SYNH | Buy | SYNEOS HEALTH INC CL Astock | $53,000 | +71.0% | 1,004 | +91.6% | 0.01% | +42.9% |
RNR | Buy | RENAISSANCERE HLDGS LTD COMstock | $53,000 | +89.3% | 312 | +89.1% | 0.01% | +66.7% |
RGA | Buy | REINSURANCE GRP OF AMERICA INC COM NEWstock | $51,000 | +200.0% | 532 | +140.7% | 0.01% | +150.0% |
RPD | Buy | RAPID7 INC COMstock | $54,000 | +107.7% | 885 | +75.6% | 0.01% | +66.7% |
XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $53,000 | +1.9% | 2,202 | -2.2% | 0.01% | -9.1% |
PKG | Buy | PACKAGING CORP AMER COMstock | $54,000 | +107.7% | 498 | +92.3% | 0.01% | +66.7% |
VNLA | New | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $51,000 | – | 1,010 | – | 0.01% | – |
CC | Sell | CHEMOURS CO COMstock | $50,000 | +31.6% | 2,400 | -2.6% | 0.01% | +25.0% |
QTWO | Buy | Q2 HLDGS INC COMstock | $54,000 | +80.0% | 590 | +67.6% | 0.01% | +66.7% |
QQXT | Buy | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUNDetf | $50,000 | +8.7% | 736 | +0.1% | 0.01% | 0.0% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $51,000 | +59.4% | 321 | +60.5% | 0.01% | +42.9% |
VTR | Buy | VENTAS INC COMreit | $46,000 | +100.0% | 1,091 | +74.0% | 0.01% | +80.0% |
UAA | Sell | UNDER ARMOUR INC CL Astock | $48,000 | -4.0% | 4,279 | -16.6% | 0.01% | -18.2% |
JCI | Sell | JOHNSON CTLS INTL PLC SHSstock | $49,000 | -42.4% | 1,210 | -51.6% | 0.01% | -50.0% |
BP | Sell | BP PLC SPONSORED ADRadr | $48,000 | -55.1% | 2,738 | -40.2% | 0.01% | -60.9% |
HAL | Buy | HALLIBURTON CO COMstock | $48,000 | +1500.0% | 4,018 | +1960.5% | 0.01% | +800.0% |
NEM | Buy | NEWMONT CORP COMstock | $49,000 | +1533.3% | 768 | +1773.2% | 0.01% | +800.0% |
XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $47,000 | – | 610 | – | 0.01% | – |
MMSI | Buy | MERIT MED SYS INC COMstock | $45,000 | +80.0% | 1,023 | +85.0% | 0.01% | +80.0% |
EV | Buy | EATON VANCE CORP COM NON VTGstock | $48,000 | +152.6% | 1,250 | +149.5% | 0.01% | +125.0% |
EXLS | Buy | EXLSERVICE HOLDINGS INC COMstock | $45,000 | +104.5% | 680 | +99.4% | 0.01% | +80.0% |
ROKU | Buy | ROKU INC COM CL Astock | $47,000 | +683.3% | 250 | +400.0% | 0.01% | +800.0% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $48,000 | -54.3% | 253 | -58.0% | 0.01% | -59.1% |
TMHC | Buy | TAYLOR MORRISON HOME CORP COMstock | $45,000 | +200.0% | 1,843 | +133.9% | 0.01% | +200.0% |
BBY | Buy | BEST BUY INC COMstock | $46,000 | +2200.0% | 412 | +1425.9% | 0.01% | – |
YNDX | Buy | YANDEX N V SHS CLASS Astock | $49,000 | +113.0% | 749 | +66.4% | 0.01% | +80.0% |
GATX | Buy | GATX CORP COMstock | $46,000 | +91.7% | 725 | +87.8% | 0.01% | +80.0% |
CAC | Buy | CAMDEN NATL CORP COMstock | $45,000 | -10.0% | 1,492 | +2.1% | 0.01% | -18.2% |
WMB | Buy | WILLIAMS COS INC COMstock | $44,000 | +22.2% | 2,246 | +17.6% | 0.01% | 0.0% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $43,000 | +330.0% | 1,175 | +370.0% | 0.01% | +300.0% |
HAS | Buy | HASBRO INC COMstock | $42,000 | +4100.0% | 510 | +3542.9% | 0.01% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC COMstock | $43,000 | – | 500 | – | 0.01% | – |
CLOU | New | GLOBAL X CLOUD COMPUTING ETFetf | $42,000 | – | 1,750 | – | 0.01% | – |
GM | Sell | GENERAL MTRS CO COMstock | $40,000 | -54.5% | 1,339 | -61.6% | 0.01% | -57.9% |
FIT | New | FITBIT INC CL Astock | $41,000 | – | 5,896 | – | 0.01% | – |
FCVT | Sell | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETFetf | $40,000 | -14.9% | 1,000 | -24.0% | 0.01% | -20.0% |
FSS | Buy | FEDERAL SIGNAL CORP COMstock | $40,000 | +66.7% | 1,382 | +68.1% | 0.01% | +60.0% |
EGP | Buy | EASTGROUP PPTYS INC COMreit | $43,000 | +115.0% | 331 | +94.7% | 0.01% | +100.0% |
CTVA | Sell | CORTEVA INC COMstock | $44,000 | -43.6% | 1,540 | -47.1% | 0.01% | -52.9% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $42,000 | +13.5% | 544 | +4.4% | 0.01% | 0.0% |
JJSF | Buy | J & J SNACK FOODS CORP COMstock | $44,000 | +175.0% | 334 | +169.4% | 0.01% | +166.7% |
JCOM | Buy | J2 GLOBAL INC COMstock | $40,000 | +122.2% | 576 | +105.0% | 0.01% | +100.0% |
KAI | Buy | KADANT INC COMstock | $43,000 | +95.5% | 392 | +80.6% | 0.01% | +60.0% |
KSU | Sell | KANSAS CITY SOUTHERN COM NEWstock | $42,000 | +7.7% | 235 | -9.6% | 0.01% | 0.0% |
KBH | Buy | KB HOME COMstock | $41,000 | +173.3% | 1,075 | +122.1% | 0.01% | +166.7% |
KEY | Buy | KEYCORP COMstock | $43,000 | +115.0% | 3,638 | +126.8% | 0.01% | +100.0% |
PHG | Buy | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $44,000 | +2.3% | 938 | +2.0% | 0.01% | -11.1% |
CTAS | Buy | CINTAS CORP COMstock | $43,000 | +34.4% | 129 | +6.6% | 0.01% | +14.3% |
LGND | Buy | LIGAND PHARMACEUTICALS INC COM NEWstock | $44,000 | +83.3% | 461 | +111.5% | 0.01% | +60.0% |
MYRG | Buy | MYR GROUP INC DEL COMstock | $41,000 | +141.2% | 1,110 | +107.5% | 0.01% | +100.0% |
CHRW | Buy | C H ROBINSON WORLDWIDE INC COM NEWstock | $41,000 | +127.8% | 404 | +82.0% | 0.01% | +100.0% |
BRKS | Buy | BROOKS AUTOMATION INC NEW COMstock | $44,000 | +109.5% | 950 | +101.3% | 0.01% | +100.0% |
ESNT | Buy | ESSENT GROUP LTD COMstock | $40,000 | +150.0% | 1,070 | +142.1% | 0.01% | +166.7% |
MTX | Buy | MINERALS TECHNOLOGIES INC COMstock | $41,000 | +127.8% | 798 | +105.1% | 0.01% | +100.0% |
NWE | Buy | NORTHWESTERN CORP COM NEWstock | $42,000 | +75.0% | 868 | +97.3% | 0.01% | +60.0% |
NVAX | Buy | NOVAVAX INC COM NEWstock | $43,000 | +230.8% | 395 | +163.3% | 0.01% | +166.7% |
BJ | Buy | BJS WHSL CLUB HLDGS INC COMstock | $43,000 | +115.0% | 1,027 | +88.4% | 0.01% | +100.0% |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $44,000 | +76.0% | 271 | +51.4% | 0.01% | +60.0% |
ARW | Buy | ARROW ELECTRS INC COMstock | $42,000 | +121.1% | 540 | +90.8% | 0.01% | +100.0% |
SR | Buy | SPIRE INC COMstock | $42,000 | +61.5% | 798 | +105.1% | 0.01% | +33.3% |
DOC | Buy | PHYSICIANS RLTY TR COMreit | $41,000 | +105.0% | 2,299 | +102.4% | 0.01% | +100.0% |
SJI | Buy | SOUTH JERSEY INDS INC COMstock | $41,000 | +57.7% | 2,125 | +103.3% | 0.01% | +33.3% |
RXN | Buy | REXNORD CORP COMstock | $41,000 | +141.2% | 1,373 | +142.2% | 0.01% | +100.0% |
MBUU | Buy | MALIBU BOATS INC COM CL Astock | $37,000 | +94.7% | 743 | +101.9% | 0.01% | +75.0% |
AL | Buy | AIR LEASE CORP CL Astock | $36,000 | +100.0% | 1,220 | +95.2% | 0.01% | +75.0% |
ASGN | Buy | ASGN INC COMstock | $36,000 | +100.0% | 571 | +107.6% | 0.01% | +75.0% |
ABM | Buy | ABM INDS INC COMstock | $37,000 | +105.6% | 1,016 | +106.1% | 0.01% | +75.0% |
RTRX | Buy | RETROPHIN INC COMstock | $36,000 | +80.0% | 1,958 | +99.0% | 0.01% | +75.0% |
WOR | Buy | WORTHINGTON INDS INC COMstock | $37,000 | +131.2% | 896 | +110.3% | 0.01% | +133.3% |
BCPC | Buy | BALCHEM CORP COMstock | $34,000 | +112.5% | 348 | +104.7% | 0.01% | +133.3% |
XEC | Buy | CIMAREX ENERGY CO COMstock | $36,000 | +71.4% | 1,490 | +90.5% | 0.01% | +75.0% |
LKQ | Sell | LKQ CORP COMstock | $36,000 | +2.9% | 1,295 | -3.0% | 0.01% | 0.0% |
AVB | New | AVALONBAY CMNTYS INC COMreit | $37,000 | – | 250 | – | 0.01% | – |
SMTC | Buy | SEMTECH CORP COMstock | $39,000 | +85.7% | 736 | +79.5% | 0.01% | +75.0% |
CMCO | Buy | COLUMBUS MCKINNON CORP N Y COMstock | $37,000 | +105.6% | 1,111 | +102.7% | 0.01% | +75.0% |
RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $36,000 | -20.0% | 1,486 | +1.5% | 0.01% | -30.0% |
IIVI | Buy | II-VI INC COMstock | $39,000 | +69.6% | 956 | +98.3% | 0.01% | +40.0% |
CNMD | Buy | CONMED CORP COMstock | $35,000 | +118.8% | 446 | +104.6% | 0.01% | +133.3% |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $36,000 | +2.9% | 308 | +1.7% | 0.01% | 0.0% |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $34,000 | +126.7% | 1,099 | +102.8% | 0.01% | +133.3% |
VST | Sell | VISTRA CORP COMstock | $34,000 | -43.3% | 1,800 | -44.5% | 0.01% | -46.2% |
ETR | Buy | ENTERGY CORP NEW COMstock | $35,000 | +337.5% | 360 | +333.7% | 0.01% | +250.0% |
AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $34,000 | -67.0% | 1,241 | -62.4% | 0.01% | -68.2% |
AEO | Buy | AMERICAN EAGLE OUTFITTERS INC COMstock | $36,000 | +260.0% | 2,405 | +167.2% | 0.01% | +250.0% |
ETSY | Buy | ETSY INC COMstock | $38,000 | +18.8% | 315 | +5.0% | 0.01% | 0.0% |
SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $37,000 | +23.3% | 573 | +31.1% | 0.01% | +16.7% |
IP | Sell | INTERNATIONAL PAPER CO COMstock | $39,000 | -46.6% | 962 | -53.6% | 0.01% | -53.3% |
RACE | Sell | FERRARI N V COMstock | $39,000 | +5.4% | 213 | -2.7% | 0.01% | -12.5% |
URI | Sell | UNITED RENTALS INC COMstock | $34,000 | +13.3% | 194 | -3.0% | 0.01% | +16.7% |
HUBG | Buy | HUB GROUP INC CL Astock | $34,000 | +183.3% | 670 | +158.7% | 0.01% | +133.3% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $34,000 | +30.8% | 364 | +28.2% | 0.01% | +16.7% |
TRHC | Buy | TABULA RASA HEALTHCARE INC COMstock | $35,000 | +84.2% | 847 | +149.1% | 0.01% | +75.0% |
SYF | Buy | SYNCHRONY FINANCIAL COMstock | $34,000 | +21.4% | 1,298 | +4.0% | 0.01% | +16.7% |
SHOO | Buy | MADDEN STEVEN LTD COMstock | $33,000 | +57.1% | 1,706 | +102.9% | 0.01% | +50.0% |
EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $31,000 | +10.7% | 557 | +4.3% | 0.01% | 0.0% |
COF | Buy | CAPITAL ONE FINL CORP COMstock | $30,000 | +1400.0% | 415 | +1085.7% | 0.01% | – |
NI | New | NISOURCE INC COMstock | $33,000 | – | 1,500 | – | 0.01% | – |
BLKB | Buy | BLACKBAUD INC COMstock | $33,000 | +17.9% | 597 | +21.6% | 0.01% | 0.0% |
CWST | Buy | CASELLA WASTE SYS INC CL Astock | $32,000 | +113.3% | 576 | +102.8% | 0.01% | +100.0% |
KWR | Buy | QUAKER CHEM CORP COMstock | $32,000 | +100.0% | 180 | +104.5% | 0.01% | +100.0% |
WERN | Buy | WERNER ENTERPRISES INC COMstock | $32,000 | +190.9% | 764 | +190.5% | 0.01% | +200.0% |
SSB | Buy | SOUTH ST CORP COMstock | $30,000 | +150.0% | 632 | +144.0% | 0.01% | +100.0% |
XP | New | XP INC CL Astock | $32,000 | – | 760 | – | 0.01% | – |
IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $31,000 | -53.0% | 1,262 | -51.7% | 0.01% | -57.1% |
GILD | Sell | GILEAD SCIENCES INC COMstock | $31,000 | -22.5% | 491 | -5.9% | 0.01% | -25.0% |
AIT | Buy | APPLIED INDL TECHNOLOGIES INC COMstock | $29,000 | +38.1% | 531 | +56.6% | 0.01% | +50.0% |
LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $31,000 | +106.7% | 600 | +106.2% | 0.01% | +100.0% |
HUBS | Buy | HUBSPOT INC COMstock | $29,000 | +107.1% | 100 | +61.3% | 0.01% | +100.0% |
MXL | Buy | MAXLINEAR INC COMstock | $33,000 | +73.7% | 1,437 | +59.3% | 0.01% | +50.0% |
NUVA | Buy | NUVASIVE INC COMstock | $31,000 | +55.0% | 642 | +82.9% | 0.01% | +50.0% |
New | PACTIV EVERGREEN INC COMstock | $29,000 | – | 2,250 | – | 0.01% | – | |
KHC | Sell | KRAFT HEINZ CO COMstock | $32,000 | -15.8% | 1,055 | -11.6% | 0.01% | -25.0% |
WDAY | Sell | WORKDAY INC CL Astock | $32,000 | +3.2% | 150 | -9.1% | 0.01% | -14.3% |
ONB | Buy | OLD NATL BANCORP IND COMstock | $29,000 | +81.2% | 2,343 | +100.6% | 0.01% | +100.0% |
CLR | Buy | CONTINENTAL RES INC COMstock | $32,000 | +39.1% | 2,636 | +98.6% | 0.01% | +20.0% |
SIGI | Buy | SELECTIVE INS GROUP INC COMstock | $31,000 | +106.7% | 602 | +105.5% | 0.01% | +100.0% |
WSC | New | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $29,000 | – | 1,759 | – | 0.01% | – |
TT | New | TRANE TECHNOLOGIES PLC SHSstock | $29,000 | – | 236 | – | 0.01% | – |
GSK | Sell | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $31,000 | -27.9% | 822 | -21.5% | 0.01% | -33.3% |
UVXY | New | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETFetf | $30,000 | – | 1,500 | – | 0.01% | – |
HALO | New | HALOZYME THERAPEUTICS INC COMstock | $29,000 | – | 1,106 | – | 0.01% | – |
EVH | Sell | EVOLENT HEALTH INC CL Astock | $32,000 | +52.4% | 2,558 | -12.0% | 0.01% | +50.0% |
HLNE | Buy | HAMILTON LANE INC CL Astock | $28,000 | +100.0% | 433 | +105.2% | 0.01% | +66.7% |
SLAB | Buy | SILICON LABORATORIES INC COMstock | $28,000 | +100.0% | 290 | +102.8% | 0.01% | +66.7% |
KALU | Buy | KAISER ALUMINUM CORP COM PAR $0.01stock | $25,000 | +47.1% | 473 | +101.3% | 0.01% | +25.0% |
MLM | Buy | MARTIN MARIETTA MATLS INC COMstock | $28,000 | +33.3% | 118 | +18.0% | 0.01% | +25.0% |
PTCT | Buy | PTC THERAPEUTICS INC COMstock | $26,000 | +100.0% | 559 | +124.5% | 0.01% | +66.7% |
POCT | New | INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBERetf | $25,000 | – | 951 | – | 0.01% | – |
VLO | Buy | VALERO ENERGY CORP COMstock | $26,000 | +550.0% | 603 | +888.5% | 0.01% | +400.0% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $25,000 | +92.3% | 579 | +92.4% | 0.01% | +66.7% |
INDB | Buy | INDEPENDENT BANK CORP MASS COMstock | $24,000 | +50.0% | 461 | +98.7% | 0.01% | +66.7% |
RDFN | Buy | REDFIN CORP COMstock | $25,000 | +733.3% | 500 | +719.7% | 0.01% | +400.0% |
AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $24,000 | +4.3% | 593 | +4.8% | 0.01% | 0.0% |
FTI | New | TECHNIPFMC PLC COMstock | $25,000 | – | 3,900 | – | 0.01% | – |
CRY | Buy | CRYOLIFE INC COMstock | $24,000 | +100.0% | 1,313 | +109.1% | 0.01% | +66.7% |
GNMK | Buy | GENMARK DIAGNOSTICS INC COMstock | $25,000 | +316.7% | 1,731 | +361.6% | 0.01% | +400.0% |
VLY | Buy | VALLEY NATL BANCORP COMstock | $24,000 | +84.6% | 3,453 | +106.5% | 0.01% | +66.7% |
HOLX | Sell | HOLOGIC INC COMstock | $28,000 | +7.7% | 422 | -6.2% | 0.01% | -16.7% |
DKS | New | DICKS SPORTING GOODS INC COMstock | $24,000 | – | 407 | – | 0.01% | – |
DISCA | Sell | DISCOVERY INC COM SER Astock | $28,000 | -39.1% | 1,295 | -40.6% | 0.01% | -50.0% |
WSFS | Buy | WSFS FINL CORP COMstock | $26,000 | +136.4% | 973 | +152.7% | 0.01% | +150.0% |
HQY | Sell | HEALTHEQUITY INC COMstock | $26,000 | -82.8% | 500 | -80.5% | 0.01% | -84.4% |
SJM | Buy | SMUCKER J M CO COM NEWstock | $26,000 | +23.8% | 222 | +13.3% | 0.01% | +25.0% |
AEL | Buy | AMERICAN EQTY INVT LIFE HLD CO COMstock | $26,000 | +85.7% | 1,198 | +104.4% | 0.01% | +66.7% |
TEAM | Sell | ATLASSIAN CORP PLC CL Astock | $26,000 | -90.6% | 142 | -90.7% | 0.01% | -91.5% |
ESE | Buy | ESCO TECHNOLOGIES INC COMstock | $27,000 | +35.0% | 340 | +44.1% | 0.01% | +25.0% |
BKH | Buy | BLACK HILLS CORP COMstock | $24,000 | +100.0% | 444 | +102.7% | 0.01% | +66.7% |
B | Buy | BARNES GROUP INC COMstock | $24,000 | +26.3% | 668 | +42.7% | 0.01% | +25.0% |
SWAV | Buy | SHOCKWAVE MED INC COMstock | $24,000 | +200.0% | 323 | +99.4% | 0.01% | +150.0% |
WMGI | Buy | WRIGHT MED GROUP N V ORD SHSstock | $26,000 | +116.7% | 838 | +104.9% | 0.01% | +66.7% |
FIBK | Buy | FIRST INTST BANCSYSTEM INC COM CL Astock | $27,000 | +107.7% | 836 | +102.9% | 0.01% | +66.7% |
CCXI | Buy | CHEMOCENTRYX INC COMstock | $28,000 | +250.0% | 520 | +261.1% | 0.01% | +150.0% |
LXP | Buy | LEXINGTON REALTY TRUST COMreit | $25,000 | +108.3% | 2,380 | +102.4% | 0.01% | +66.7% |
MTZ | Buy | MASTEC INC COMstock | $28,000 | +55.6% | 674 | +65.2% | 0.01% | +25.0% |
ICLR | Sell | ICON PLC SHSstock | $28,000 | +7.7% | 149 | -4.5% | 0.01% | -16.7% |
WIX | Sell | WIX COM LTD SHSstock | $25,000 | -34.2% | 100 | -33.3% | 0.01% | -37.5% |
NTRS | New | NORTHERN TR CORP COMstock | $23,000 | – | 289 | – | 0.00% | – |
ATNI | Buy | ATN INTL INC COMstock | $22,000 | +83.3% | 431 | +119.9% | 0.00% | +33.3% |
AGIO | Buy | AGIOS PHARMACEUTICALS INC COMstock | $23,000 | +27.8% | 671 | +99.7% | 0.00% | 0.0% |
AMRC | New | AMERESCO INC CL Astock | $19,000 | – | 581 | – | 0.00% | – |
BAND | Buy | BANDWIDTH INC COM CL Astock | $22,000 | +175.0% | 128 | +103.2% | 0.00% | +100.0% |
BK | Sell | BANK NEW YORK MELLON CORP COMstock | $23,000 | -65.7% | 656 | -62.4% | 0.00% | -71.4% |
BAX | Sell | BAXTER INTL INC COMstock | $20,000 | -13.0% | 250 | -5.3% | 0.00% | -20.0% |
BDC | Buy | BELDEN INC COMstock | $22,000 | +100.0% | 699 | +105.6% | 0.00% | +100.0% |
CHCO | Buy | CITY HLDG CO COMstock | $20,000 | +81.8% | 350 | +101.1% | 0.00% | +100.0% |
CDE | Buy | COEUR MNG INC COM NEWstock | $21,000 | +200.0% | 2,872 | +97.4% | 0.00% | +300.0% |
FFBC | Buy | FIRST FINL BANCORP OH COMstock | $20,000 | +81.8% | 1,635 | +104.1% | 0.00% | +100.0% |
QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $20,000 | +53.8% | 453 | +0.7% | 0.00% | +33.3% |
FSKR | New | FS KKR CAP CORP II COMstock | $20,000 | – | 1,338 | – | 0.00% | – |
IBTX | Buy | INDEPENDENT BK GROUP INC COMstock | $21,000 | +110.0% | 477 | +99.6% | 0.00% | +100.0% |
BSCK | New | INVESCO BULLETSHARES 2020 CORPORATE BOND ETFetf | $22,000 | – | 1,034 | – | 0.00% | – |
JACK | Buy | JACK IN THE BOX INC COMstock | $19,000 | +111.1% | 237 | +102.6% | 0.00% | +100.0% |
KBR | Buy | KBR INC COMstock | $23,000 | +109.1% | 1,023 | +108.4% | 0.00% | +100.0% |
KMI | Sell | KINDER MORGAN INC DEL COMstock | $22,000 | -42.1% | 1,790 | -29.2% | 0.00% | -50.0% |
KRG | Buy | KITE RLTY GROUP TR COM NEWreit | $22,000 | +100.0% | 1,929 | +101.4% | 0.00% | +100.0% |
MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $19,000 | +35.7% | 872 | +5.8% | 0.00% | +33.3% |
MPC | Sell | MARATHON PETE CORP COMstock | $23,000 | -51.1% | 800 | -36.2% | 0.00% | -60.0% |
NMIH | Buy | NMI HLDGS INC CL Astock | $21,000 | +200.0% | 1,190 | +179.3% | 0.00% | +300.0% |
NP | Buy | NEENAH INC COMstock | $23,000 | +43.8% | 626 | +99.4% | 0.00% | +33.3% |
NTGR | Buy | NETGEAR INC COMstock | $19,000 | +137.5% | 629 | +105.6% | 0.00% | +100.0% |
NTNX | Buy | NUTANIX INC CL Astock | $19,000 | +46.2% | 849 | +56.9% | 0.00% | +33.3% |
PPBI | Buy | PACIFIC PREMIER BANCORP COMstock | $20,000 | +81.8% | 998 | +100.8% | 0.00% | +100.0% |
PINS | Sell | PINTEREST INC CL Astock | $21,000 | -32.3% | 500 | -64.3% | 0.00% | -42.9% |
RLI | Buy | RLI CORP COMstock | $20,000 | +100.0% | 243 | +105.9% | 0.00% | +100.0% |
UMPQ | Buy | UMPQUA HLDGS CORP COMstock | $19,000 | +111.1% | 1,789 | +101.7% | 0.00% | +100.0% |
UA | Sell | UNDER ARMOUR INC CL Cstock | $19,000 | -5.0% | 1,973 | -14.7% | 0.00% | 0.0% |
UCBI | Buy | UNITED CMNTY BKS BLAIRSVLE GA COMstock | $23,000 | +130.0% | 1,376 | +176.9% | 0.00% | +100.0% |
Buy | US ECOLOGY INC COMstock | $23,000 | +91.7% | 715 | +104.3% | 0.00% | +33.3% | |
BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $21,000 | +61.5% | 247 | +54.4% | 0.00% | +33.3% |
VRNS | New | VARONIS SYS INC COMstock | $22,000 | – | 188 | – | 0.00% | – |
WSBC | Buy | WESBANCO INC COMstock | $21,000 | +110.0% | 1,006 | +102.4% | 0.00% | +100.0% |
WPM | New | WHEATON PRECIOUS METALS CORP COMstock | $20,000 | – | 400 | – | 0.00% | – |
YELP | Buy | YELP INC CL Astock | $19,000 | +72.7% | 952 | +104.7% | 0.00% | +100.0% |
Z | New | ZILLOW GROUP INC CL C CAP STKstock | $20,000 | – | 200 | – | 0.00% | – |
ZION | Buy | ZIONS BANCORPORATION N A COMstock | $22,000 | +2100.0% | 736 | +2064.7% | 0.00% | – |
MIME | Buy | MIMECAST LTD ORD SHSstock | $22,000 | +120.0% | 474 | +101.7% | 0.00% | +100.0% |
WLTW | Sell | WILLIS TOWERS WATSON PLC LTD SHSstock | $19,000 | -5.0% | 93 | -8.8% | 0.00% | 0.0% |
SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $16,000 | – | 520 | – | 0.00% | – |
FOE | Buy | FERRO CORP COMstock | $16,000 | +128.6% | 1,283 | +105.0% | 0.00% | +200.0% |
DAN | Buy | DANA INC COMstock | $15,000 | +200.0% | 1,185 | +181.5% | 0.00% | +200.0% |
NSA | Buy | NATIONAL STORAGE AFFILIATES TR COM SHS BEN INreit | $15,000 | +275.0% | 472 | +202.6% | 0.00% | +200.0% |
VNO | Buy | VORNADO RLTY TR SH BEN INTreit | $17,000 | +1600.0% | 500 | +1624.1% | 0.00% | – |
AAT | Buy | AMERICAN ASSETS TR INC COMreit | $16,000 | +77.8% | 670 | +101.2% | 0.00% | +50.0% |
RGLD | Buy | ROYAL GOLD INC COMstock | $18,000 | +50.0% | 150 | +50.0% | 0.00% | 0.0% |
WCC | Buy | WESCO INTL INC COMstock | $17,000 | +1600.0% | 392 | +1766.7% | 0.00% | – |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $15,000 | +114.3% | 252 | +100.0% | 0.00% | +200.0% |
PDCE | Buy | PDC ENERGY INC COMstock | $14,000 | +250.0% | 1,152 | +266.9% | 0.00% | +200.0% |
PGNY | Sell | PROGYNY INC COMstock | $15,000 | -85.1% | 500 | -87.2% | 0.00% | -85.7% |
HBMD | New | HOWARD BANCORP INC COMstock | $18,000 | – | 2,000 | – | 0.00% | – |
SNCR | Buy | SYNCHRONOSS TECHNOLOGIES INC COMstock | $18,000 | +63.6% | 5,825 | +94.2% | 0.00% | +50.0% |
F | Buy | FORD MTR CO DEL COMstock | $18,000 | +38.5% | 2,677 | +22.7% | 0.00% | 0.0% |
CAKE | Sell | CHEESECAKE FACTORY INC COMstock | $14,000 | +7.7% | 518 | -8.8% | 0.00% | 0.0% |
OKTA | Sell | OKTA INC CL Astock | $17,000 | -39.3% | 80 | -42.9% | 0.00% | -50.0% |
MKCV | Sell | MCCORMICK & CO INC COM VTGstock | $16,000 | -20.0% | 84 | -25.0% | 0.00% | -25.0% |
AHH | Buy | ARMADA HOFFLER PPTYS INC COMreit | $14,000 | +100.0% | 1,458 | +98.4% | 0.00% | +200.0% |
RGEN | Sell | REPLIGEN CORP COMstock | $15,000 | -16.7% | 105 | -27.1% | 0.00% | -25.0% |
FBNC | Buy | FIRST BANCORP N C COMstock | $17,000 | +30.8% | 835 | +63.1% | 0.00% | 0.0% |
BV | Buy | BRIGHTVIEW HLDGS INC COMstock | $17,000 | +112.5% | 1,480 | +101.1% | 0.00% | +50.0% |
HELE | New | HELEN OF TROY LTD COMstock | $17,000 | – | 90 | – | 0.00% | – |
MPLX | New | MPLX LP COM UNIT REP LTDstock | $16,000 | – | 1,000 | – | 0.00% | – |
YETI | Buy | YETI HLDGS INC COMstock | $15,000 | +400.0% | 341 | +360.8% | 0.00% | +200.0% |
NXST | Buy | NEXSTAR MEDIA GROUP INC CL Astock | $16,000 | +100.0% | 183 | +101.1% | 0.00% | +50.0% |
UAL | New | UNITED AIRLS HLDGS INC COMstock | $16,000 | – | 468 | – | 0.00% | – |
RCL | Buy | ROYAL CARIBBEAN GROUP COMstock | $16,000 | +45.5% | 246 | +9.3% | 0.00% | +50.0% |
ICPT | Buy | INTERCEPT PHARMACEUTICALS INC COMstock | $16,000 | +77.8% | 393 | +98.5% | 0.00% | +50.0% |
NUE | Sell | NUCOR CORP COMstock | $15,000 | -6.2% | 340 | -9.3% | 0.00% | 0.0% |
OLED | New | UNIVERSAL DISPLAY CORP COMstock | $14,000 | – | 76 | – | 0.00% | – |
CDNA | Sell | CAREDX INC COMstock | $15,000 | -16.7% | 400 | -20.0% | 0.00% | -25.0% |
BFEB | New | INNOVATOR S&P 500 BUFFER ETF - FEBRUARYetf | $17,000 | – | 660 | – | 0.00% | – |
STOR | New | STORE CAP CORP COMreit | $14,000 | – | 500 | – | 0.00% | – |
VNDA | Buy | VANDA PHARMACEUTICALS INC COMstock | $18,000 | +63.6% | 1,862 | +101.7% | 0.00% | +50.0% |
PSA | Buy | PUBLIC STORAGE COMreit | $9,000 | +800.0% | 39 | +680.0% | 0.00% | – |
PPL | Buy | PPL CORP COMstock | $9,000 | +12.5% | 335 | +6.7% | 0.00% | 0.0% |
OKE | Buy | ONEOK INC NEW COMstock | $12,000 | +50.0% | 447 | +79.5% | 0.00% | 0.0% |
AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $9,000 | – | 60 | – | 0.00% | – |
STE | Sell | STERIS PLC SHS USDstock | $9,000 | -25.0% | 52 | -33.3% | 0.00% | -33.3% |
STX | Buy | SEAGATE TECHNOLOGY PLC SHSstock | $10,000 | +233.3% | 206 | +198.6% | 0.00% | +100.0% |
GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $10,000 | 0.0% | 355 | -5.3% | 0.00% | 0.0% |
BOX | Buy | BOX INC CL Astock | $10,000 | +66.7% | 585 | +112.0% | 0.00% | +100.0% |
BMYRT | Sell | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $8,000 | -50.0% | 3,690 | -16.5% | 0.00% | -33.3% |
BMTC | Buy | BRYN MAWR BK CORP COMstock | $12,000 | +71.4% | 475 | +101.3% | 0.00% | +100.0% |
CACI | Sell | CACI INTL INC CL Astock | $11,000 | -15.4% | 52 | -13.3% | 0.00% | -33.3% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $9,000 | -10.0% | 859 | +64.6% | 0.00% | 0.0% |
ZEN | New | ZENDESK INC COMstock | $10,000 | – | 100 | – | 0.00% | – |
HUM | Sell | HUMANA INC COMstock | $8,000 | -80.5% | 19 | -82.1% | 0.00% | -77.8% |
XPO | Sell | XPO LOGISTICS INC COMstock | $8,000 | -46.7% | 98 | -50.5% | 0.00% | -33.3% |
CHUY | Buy | CHUYS HLDGS INC COMstock | $12,000 | +140.0% | 620 | +101.3% | 0.00% | +100.0% |
CNK | New | CINEMARK HLDGS INC COMstock | $9,000 | – | 937 | – | 0.00% | – |
CEM | New | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $10,000 | – | 860 | – | 0.00% | – |
WDC | Buy | WESTERN DIGITAL CORP. COMstock | $12,000 | +33.3% | 316 | +63.7% | 0.00% | 0.0% |
GWB | Buy | GREAT WESTN BANCORP INC COMstock | $12,000 | +71.4% | 964 | +102.5% | 0.00% | +100.0% |
PRI | Buy | PRIMERICA INC COMstock | $11,000 | +83.3% | 101 | +106.1% | 0.00% | +100.0% |
CUZ | Buy | COUSINS PPTYS INC COM NEWreit | $12,000 | +100.0% | 429 | +100.5% | 0.00% | +100.0% |
SIL | New | GLOBAL X SILVER MINERS ETFetf | $9,000 | – | 200 | – | 0.00% | – |
MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $8,000 | +100.0% | 53 | +71.0% | 0.00% | +100.0% |
RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $11,000 | +83.3% | 430 | +145.7% | 0.00% | +100.0% |
VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $13,000 | -61.8% | 120 | -62.4% | 0.00% | -71.4% |
CFR | New | CULLEN FROST BANKERS INC COMstock | $12,000 | – | 181 | – | 0.00% | – |
DTE | New | DTE ENERGY CO COMstock | $12,000 | – | 102 | – | 0.00% | – |
ETFC | Buy | E TRADE FINANCIAL CORP COM NEWstock | $9,000 | +125.0% | 173 | +127.6% | 0.00% | +100.0% |
EBS | New | EMERGENT BIOSOLUTIONS INC COMstock | $9,000 | – | 90 | – | 0.00% | – |
SNOW | New | SNOWFLAKE INC CL Astock | $11,000 | – | 43 | – | 0.00% | – |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC COMstock | $10,000 | – | 545 | – | 0.00% | – |
MTD | Sell | METTLER TOLEDO INTERNATIONAL COMstock | $11,000 | 0.0% | 11 | -21.4% | 0.00% | 0.0% |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC COMstock | $10,000 | +233.3% | 42 | +90.9% | 0.00% | +100.0% |
TPR | Sell | TAPESTRY INC COMstock | $10,000 | -28.6% | 658 | -37.0% | 0.00% | -33.3% |
SAH | New | SONIC AUTOMOTIVE INC CL Astock | $10,000 | – | 237 | – | 0.00% | – |
MTSI | Buy | MACOM TECH SOLUTIONS HLDGS INC COMstock | $9,000 | +80.0% | 276 | +104.4% | 0.00% | +100.0% |
LITE | Sell | LUMENTUM HLDGS INC COMstock | $12,000 | -7.7% | 155 | -3.7% | 0.00% | -33.3% |
RPT | Buy | RPT REALTY SH BEN INTreit | $11,000 | +57.1% | 2,053 | +104.1% | 0.00% | +100.0% |
TMX | New | TERMINIX GLOBAL HOLDINGS INC COMstock | $11,000 | – | 280 | – | 0.00% | – |
SCCO | Sell | SOUTHERN COPPER CORP COMstock | $9,000 | -18.2% | 200 | -25.9% | 0.00% | 0.0% |
HSIC | New | HENRY SCHEIN INC COMstock | $8,000 | – | 131 | – | 0.00% | – |
SPPI | Buy | SPECTRUM PHARMACEUTICALS INC COMstock | $11,000 | +266.7% | 2,668 | +213.9% | 0.00% | +100.0% |
CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $10,000 | – | 80 | – | 0.00% | – |
PEB | Buy | PEBBLEBROOK HOTEL TR COMreit | $12,000 | +71.4% | 988 | +92.6% | 0.00% | +100.0% |
KMPR | Buy | KEMPER CORP COMstock | $11,000 | +83.3% | 170 | +104.8% | 0.00% | +100.0% |
ATO | Buy | ATMOS ENERGY CORP COMstock | $6,000 | +500.0% | 60 | +500.0% | 0.00% | – |
PGEN | Sell | PRECIGEN INC COMstock | $5,000 | -28.6% | 1,345 | -3.7% | 0.00% | 0.0% |
PBI | Buy | PITNEY BOWES INC COMstock | $6,000 | +200.0% | 1,193 | +101.2% | 0.00% | – |
PTEN | Buy | PATTERSON-UTI ENERGY INC COMstock | $4,000 | +100.0% | 1,466 | +103.9% | 0.00% | – |
OMF | Buy | ONEMAIN HLDGS INC COMstock | $7,000 | +133.3% | 230 | +76.9% | 0.00% | 0.0% |
NTAP | Buy | NETAPP INC COMstock | $3,000 | +200.0% | 66 | +135.7% | 0.00% | – |
MC | New | MOELIS & CO CL Astock | $7,000 | – | 200 | – | 0.00% | – |
TMUS | Buy | T-MOBILE US INC COMstock | $3,000 | +50.0% | 29 | +93.3% | 0.00% | – |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $6,000 | +500.0% | 120 | +500.0% | 0.00% | – |
MD | Sell | MEDNAX INC COMstock | $6,000 | -25.0% | 390 | -17.0% | 0.00% | -50.0% |
MCK | Sell | MCKESSON CORP COMstock | $7,000 | -88.5% | 50 | -87.3% | 0.00% | -92.3% |
TEN | Buy | TENNECO INC CL A VTG COM STKstock | $5,000 | +66.7% | 678 | +99.4% | 0.00% | 0.0% |
LLNW | Buy | LIMELIGHT NETWORKS INC COMstock | $7,000 | +40.0% | 1,262 | +101.0% | 0.00% | 0.0% |
LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $6,000 | -83.3% | 70 | -81.7% | 0.00% | -87.5% |
EL | Buy | LAUDER ESTEE COS INC CL Astock | $4,000 | +300.0% | 20 | +185.7% | 0.00% | – |
LKFN | Buy | LAKELAND FINL CORP COMstock | $4,000 | +100.0% | 87 | +102.3% | 0.00% | – |
KCAC | New | KENSINGTON CAP ACQUISITION COR COM CL Astock | $3,000 | – | 150 | – | 0.00% | – |
K | Buy | KELLOGG CO COMstock | $6,000 | +20.0% | 89 | +15.6% | 0.00% | 0.0% |
JNPR | New | JUNIPER NETWORKS INC COMstock | $5,000 | – | 251 | – | 0.00% | – |
TMDX | Buy | TRANSMEDICS GROUP INC COMstock | $6,000 | +50.0% | 444 | +110.4% | 0.00% | 0.0% |
J | New | JACOBS ENGR GROUP INC COMstock | $5,000 | – | 50 | – | 0.00% | – |
IFRA | New | ISHARES U.S. INFRASTRUCTURE ETFetf | $5,000 | – | 194 | – | 0.00% | – |
STIP | New | ISHARES 0-5 YEAR TIPS BOND ETFetf | $4,000 | – | 40 | – | 0.00% | – |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $4,000 | +300.0% | 32 | +220.0% | 0.00% | – |
IJUL | New | INNOVATOR MSCI EAFE POWER BUFFER ETF - JULYetf | $7,000 | – | 317 | – | 0.00% | – |
IFN | Buy | INDIA FD INC COMcef | $4,000 | 0.0% | 234 | +2.6% | 0.00% | 0.0% |
BLV | Buy | VANGUARD LONG-TERM BOND INDEX FUNDetf | $7,000 | +133.3% | 60 | +122.2% | 0.00% | 0.0% |
HIBB | New | HIBBETT SPORTS INC COMstock | $6,000 | – | 150 | – | 0.00% | – |
HPQ | Buy | HP INC COMstock | $5,000 | +400.0% | 243 | +219.7% | 0.00% | – |
VGT | New | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $3,000 | – | 11 | – | 0.00% | – |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $7,000 | +133.3% | 124 | +117.5% | 0.00% | 0.0% |
VAR | New | VARIAN MED SYS INC COMstock | $5,000 | – | 28 | – | 0.00% | – |
FTDR | New | FRONTDOOR INC COMstock | $5,000 | – | 140 | – | 0.00% | – |
FFWM | Buy | FIRST FNDTN INC COMstock | $5,000 | +66.7% | 369 | +99.5% | 0.00% | 0.0% |
EFSC | Buy | ENTERPRISE FINL SVCS CORP COMstock | $5,000 | +66.7% | 182 | +102.2% | 0.00% | 0.0% |
ENR | New | ENERGIZER HLDGS INC NEW COMstock | $3,000 | – | 73 | – | 0.00% | – |
EDIT | Sell | EDITAS MEDICINE INC COMstock | $7,000 | -86.5% | 250 | -85.7% | 0.00% | -90.9% |
DVN | Sell | DEVON ENERGY CORP NEW COMstock | $4,000 | -82.6% | 377 | -81.6% | 0.00% | -80.0% |
CURO | New | CURO GROUP HOLDINGS CORP COMstock | $4,000 | – | 500 | – | 0.00% | – |
WELL | Sell | WELLTOWER INC COMreit | $3,000 | -57.1% | 50 | -61.5% | 0.00% | 0.0% |
WU | Buy | WESTERN UN CO COMstock | $4,000 | +300.0% | 169 | +181.7% | 0.00% | – |
CTR | New | CLEARBRIDGE MLP AND MIDSTRM TR COMcef | $4,000 | – | 380 | – | 0.00% | – |
HEDJ | Sell | WISDOMTREE EUROPE HEDGED EQUITY FUNDetf | $7,000 | -36.4% | 119 | -37.0% | 0.00% | -50.0% |
CFG | Sell | CITIZENS FINL GROUP INC COMstock | $5,000 | -84.8% | 209 | -83.8% | 0.00% | -85.7% |
WRAP | Buy | WRAP TECHNOLOGIES INC COMstock | $3,000 | 0.0% | 450 | +50.0% | 0.00% | 0.0% |
CNP | Buy | CENTERPOINT ENERGY INC COMstock | $7,000 | +133.3% | 343 | +87.4% | 0.00% | 0.0% |
CCL | Buy | CARNIVAL CORP PAIRED CTFstock | $5,000 | +25.0% | 334 | +41.5% | 0.00% | 0.0% |
GOLD | New | BARRICK GOLD CORP COMstock | $6,000 | – | 200 | – | 0.00% | – |
BLL | New | BALL CORP COMstock | $3,000 | – | 42 | – | 0.00% | – |
PNR | Buy | PENTAIR PLC SHSstock | $7,000 | +133.3% | 151 | +65.9% | 0.00% | 0.0% |
AQMS | Sell | AQUA METALS INC COMstock | $4,000 | -69.2% | 4,000 | -55.6% | 0.00% | -66.7% |
FOLD | New | AMICUS THERAPEUTICS INC COMstock | $6,000 | – | 413 | – | 0.00% | – |
TEL | Buy | TE CONNECTIVITY LTD REG SHSstock | $6,000 | +50.0% | 59 | +37.2% | 0.00% | 0.0% |
ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $7,000 | +75.0% | 21 | +50.0% | 0.00% | 0.0% |
BFOR | New | BARRONS 400 ETFetf | $6,000 | – | 151 | – | 0.00% | – |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $6,000 | +50.0% | 176 | +26.6% | 0.00% | 0.0% |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $6,000 | +50.0% | 118 | +57.3% | 0.00% | 0.0% |
XTN | New | SPDR S&P TRANSPORTATION ETFetf | $5,000 | – | 83 | – | 0.00% | – |
SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $3,000 | – | 101 | – | 0.00% | – |
ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $6,000 | +500.0% | 25 | +257.1% | 0.00% | – |
CVEO | New | CIVEO CORP CDA COMstock | $2,000 | – | 3,500 | – | 0.00% | – |
CTXS | Sell | CITRIX SYS INC COMstock | $2,000 | -50.0% | 18 | -30.8% | 0.00% | -100.0% |
DGII | Exit | DIGI INTL INC COMstock | $0 | – | -69 | – | 0.00% | – |
HOG | Sell | HARLEY DAVIDSON INC COMstock | $1,000 | -50.0% | 24 | -72.1% | 0.00% | – |
HES | Sell | HESS CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SGMS | Exit | SCIENTIFIC GAMES CORP COMstock | $0 | – | -48 | – | 0.00% | – |
BND | Sell | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $2,000 | -33.3% | 28 | -20.0% | 0.00% | -100.0% |
CRUS | Exit | CIRRUS LOGIC INC COMstock | $0 | – | -38 | – | 0.00% | – |
CPS | Exit | COOPER STD HLDGS INC COMstock | $0 | – | -72 | – | 0.00% | – |
XRX | New | XEROX HOLDINGS CORP COM NEWstock | $2,000 | – | 94 | – | 0.00% | – |
TRTN | Exit | TRITON INTL LTD CL Astock | $0 | – | -42 | – | 0.00% | – |
HYMCZ | New | HYCROFT MINING HOLDING CORP WT EXP 102222stock | $0 | – | 77 | – | 0.00% | – |
CSPR | New | CASPER SLEEP INC COMstock | $2,000 | – | 346 | – | 0.00% | – |
IDXX | New | IDEXX LABS INC COMstock | $2,000 | – | 4 | – | 0.00% | – |
LNC | Exit | LINCOLN NATL CORP IND COMstock | $0 | – | -35 | – | 0.00% | – |
TTD | Exit | THE TRADE DESK INC COM CL Astock | $0 | – | -1 | – | 0.00% | – |
PZA | Exit | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $0 | – | 0 | – | 0.00% | – |
CRS | Exit | CARPENTER TECHNOLOGY CORP COMstock | $0 | – | -63 | – | 0.00% | – |
OSBC | Exit | OLD SECOND BANCORP INC ILL COMstock | $0 | – | -176 | – | 0.00% | – |
WDR | Exit | WADDELL & REED FINL INC CL Astock | $0 | – | -77 | – | 0.00% | – |
DLPH | Exit | DELPHI TECHNOLOGIES PL SHSstock | $0 | – | -100 | – | 0.00% | – |
FIVN | Exit | FIVE9 INC COMstock | $0 | – | -21 | – | 0.00% | – |
ALLO | Exit | ALLOGENE THERAPEUTICS INC COMstock | $0 | – | -19 | – | 0.00% | – |
BPR | Exit | BROOKFIELD PPTY REIT INC CL Areit | $0 | – | -95 | – | 0.00% | – |
DLX | Exit | DELUXE CORP COMstock | $0 | – | -96 | – | 0.00% | – |
PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -182 | – | 0.00% | – |
IMKTA | Exit | INGLES MKTS INC CL Astock | $0 | – | -39 | – | 0.00% | – |
NVRO | Exit | NEVRO CORP COMstock | $0 | – | -6 | – | 0.00% | – |
TNDM | Exit | TANDEM DIABETES CARE INC COM NEWstock | $0 | – | -5 | – | 0.00% | – |
UMBF | Exit | UMB FINL CORP COMstock | $0 | – | -10 | – | 0.00% | – |
CMPR | Exit | CIMPRESS PLC SHS EUROstock | $0 | – | -10 | – | 0.00% | – |
MRCY | Exit | MERCURY SYS INC COMstock | $0 | – | -17 | – | 0.00% | – |
QTS | Exit | QTS RLTY TR INC COM CL Areit | $0 | – | -34 | – | 0.00% | – |
BZH | Exit | BEAZER HOMES USA INC COM NEWstock | $0 | – | -56 | – | 0.00% | – |
ABMD | Exit | ABIOMED INC COMstock | $0 | – | -10 | – | 0.00% | – |
WYNN | Exit | WYNN RESORTS LTD COMstock | $0 | – | -16 | – | 0.00% | – |
LVGO | Exit | LIVONGO HEALTH INC COMstock | $0 | – | -29 | – | 0.00% | – |
SWM | Exit | SCHWEITZER-MAUDUIT INTL INC COMstock | $0 | – | -33 | – | 0.00% | – |
TSG | Exit | STARS GROUP INC COMstock | $0 | – | -350 | – | 0.00% | – |
TRMB | Exit | TRIMBLE INC COMstock | $0 | – | 0 | – | 0.00% | – |
THC | Exit | TENET HEALTHCARE CORP COM NEWstock | $0 | – | -46 | – | 0.00% | – |
MNTA | Exit | MOMENTA PHARMACEUTICALS INC COMstock | $0 | – | -68 | – | 0.00% | – |
EFX | New | EQUIFAX INC COMstock | $1,000 | – | 9 | – | 0.00% | – |
GORO | Exit | GOLD RESOURCE CORP COMstock | $0 | – | -19 | – | 0.00% | – |
EIX | New | EDISON INTL COMstock | $1,000 | – | 29 | – | 0.00% | – |
EXPE | New | EXPEDIA GROUP INC COM NEWstock | $2,000 | – | 21 | – | 0.00% | – |
EXR | New | EXTRA SPACE STORAGE INC COMreit | $2,000 | – | 19 | – | 0.00% | – |
FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $2,000 | 0.0% | 57 | +50.0% | 0.00% | – |
EMO | Exit | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $0 | – | -853 | – | 0.00% | – |
DVA | Sell | DAVITA INC COMstock | $1,000 | -88.9% | 16 | -86.2% | 0.00% | -100.0% |
FRT | Sell | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $1,000 | -75.0% | 8 | -83.0% | 0.00% | -100.0% |
FENY | New | FIDELITY MSCI ENERGY INDEX ETFetf | $1,000 | – | 107 | – | 0.00% | – |
FITB | Sell | FIFTH THIRD BANCORP COMstock | $2,000 | -94.3% | 103 | -94.3% | 0.00% | -100.0% |
CVI | Exit | CVR ENERGY INC COMstock | $0 | – | -58 | – | 0.00% | – |
GEM | Sell | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $2,000 | 0.0% | 50 | -15.3% | 0.00% | – |
CXO | New | CONCHO RES INC COMstock | $2,000 | – | 42 | – | 0.00% | – |
VRNT | Exit | VERINT SYS INC COMstock | $0 | – | -45 | – | 0.00% | – |
VFH | New | VANGUARD FINANCIALS INDEX FUNDetf | $2,000 | – | 33 | – | 0.00% | – |
CCOI | Exit | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $0 | – | -23 | – | 0.00% | – |
DFE | Exit | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $0 | – | 0 | – | 0.00% | – |
EMO | New | CLEARBRIDGE ENERGY MIDSTRM OPP COMcef | $1,000 | – | 170 | – | 0.00% | – |
VDE | New | VANGUARD ENERGY INDEX FUNDetf | $1,000 | – | 25 | – | 0.00% | – |
SEM | Exit | SELECT MED HLDGS CORP COMstock | $0 | – | -151 | – | 0.00% | – |
ARNA | Exit | ARENA PHARMACEUTICALS INC COM NEWstock | $0 | – | -5 | – | 0.00% | – |
MLPX | Exit | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $0 | – | -42 | – | 0.00% | – |
COG | Buy | CABOT OIL & GAS CORP COMstock | $2,000 | +100.0% | 143 | +138.3% | 0.00% | – |
CDW | New | CDW CORP COMstock | $2,000 | – | 13 | – | 0.00% | – |
CBOE | Buy | CBOE GLOBAL MKTS INC COMstock | $2,000 | – | 23 | +360.0% | 0.00% | – |
PGC | Exit | PEAPACK-GLADSTONE FINL CORP COMstock | $0 | – | -60 | – | 0.00% | – |
PBW | New | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $0 | – | 2 | – | 0.00% | – |
BKLN | Sell | INVESCO SENIOR LOAN ETFetf | $1,000 | -50.0% | 37 | -50.0% | 0.00% | – |
PDLI | Exit | PDL BIOPHARMA INC COMstock | $0 | – | -595 | – | 0.00% | – |
IEV | New | ISHARES EUROPE ETFetf | $0 | – | 0 | – | 0.00% | – |
RDVY | Exit | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $0 | – | 0 | – | 0.00% | – |
BIGC | New | BIGCOMMERCE HLDGS INC COM SER 1stock | $1,000 | – | 10 | – | 0.00% | – |
RVT | Sell | ROYCE VALUE TR INC COMcef | $0 | -100.0% | 12 | -98.7% | 0.00% | -100.0% |
POLY | Buy | PLANTRONICS INC NEW COMstock | $2,000 | +100.0% | 204 | +110.3% | 0.00% | – |
AVNS | Sell | AVANOS MED INC COMstock | $1,000 | 0.0% | 30 | -23.1% | 0.00% | – |
ICLN | New | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $0 | – | 5 | – | 0.00% | – |
IGF | New | ISHARES GLOBAL INFRASTRUCTURE ETFetf | $1,000 | – | 24 | – | 0.00% | – |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $0 | – | 3 | – | 0.00% | – |
PENN | Sell | PENN NATL GAMING INC COMstock | $0 | – | 6 | -40.0% | 0.00% | – |
ANET | New | ARISTA NETWORKS INC COMstock | $1,000 | – | 7 | – | 0.00% | – |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $0 | – | 1 | – | 0.00% | – |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $1,000 | -97.9% | 32 | -97.3% | 0.00% | -100.0% |
ABUS | Sell | ARBUTUS BIOPHARMA CORP COMstock | $2,000 | 0.0% | 500 | -50.0% | 0.00% | – |
ITRI | Exit | ITRON INC COMstock | $0 | – | -34 | – | 0.00% | – |
SBRA | Sell | SABRA HEALTH CARE REIT INC COMreit | $0 | -100.0% | 28 | -87.6% | 0.00% | -100.0% |
APA | New | APACHE CORP COMstock | $1,000 | – | 133 | – | 0.00% | – |
IBUY | New | AMPLIFY ONLINE RETAIL ETFetf | $1,000 | – | 15 | – | 0.00% | – |
APH | New | AMPHENOL CORP NEW CL Astock | $2,000 | – | 22 | – | 0.00% | – |
PNW | New | PINNACLE WEST CAP CORP COMstock | $1,000 | – | 20 | – | 0.00% | – |
SBSW | New | SIBANYE STILLWATER LTD SPONSORED ADRadr | $1,000 | – | 100 | – | 0.00% | – |
RIG | New | TRANSOCEAN LTD REG SHSstock | $0 | – | 6 | – | 0.00% | – |
ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $0 | – | 2 | – | 0.00% | – |
KR | Buy | KROGER CO COMstock | $1,000 | 0.0% | 43 | +13.2% | 0.00% | – |
NOV | Sell | NATIONAL OILWELL VARCO INC COMstock | $0 | -100.0% | 20 | -67.7% | 0.00% | – |
REZI | Buy | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 17 | +466.7% | 0.00% | – |
ACM | New | AECOM COMstock | $0 | – | 8 | – | 0.00% | – |
PEO | Sell | ADAM NAT RES FD INC COMcef | $1,000 | 0.0% | 127 | -1.6% | 0.00% | – |
SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
ACES | New | ALPS CLEAN ENERGY ETFetf | $0 | – | 2 | – | 0.00% | – |
AMLP | New | ALERIAN MLP ETFetf | $1,000 | – | 65 | – | 0.00% | – |
NBL | Sell | NOBLE ENERGY INC COMstock | $2,000 | -87.5% | 201 | -88.4% | 0.00% | -100.0% |
AXON | Exit | AXON ENTERPRISE INC COMstock | $0 | – | -10 | – | 0.00% | – |
SHYF | Exit | SHYFT GROUP INC COMstock | $0 | – | -99 | – | 0.00% | – |
IRMD | Exit | IRADIMED CORP COMstock | $0 | – | -42 | – | 0.00% | – |
FULT | Exit | FULTON FINL CORP PA COMstock | $0 | – | -213 | – | 0.00% | – |
IRTC | Exit | IRHYTHM TECHNOLOGIES INC COMstock | $0 | – | -16 | – | 0.00% | – |
CAH | Exit | CARDINAL HEALTH INC COMstock | $0 | – | -24 | – | 0.00% | – |
IPHI | Exit | INPHI CORP COMstock | $0 | – | -12 | – | 0.00% | – |
ALE | Exit | ALLETE INC COM NEWstock | $0 | – | -37 | – | 0.00% | – |
POR | Exit | PORTLAND GEN ELEC CO COM NEWstock | $0 | – | -57 | – | 0.00% | – |
ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -12 | – | 0.00% | – |
TSE | Exit | TRINSEO S A SHSstock | $0 | – | -112 | – | 0.00% | – |
MYOK | Exit | MYOKARDIA INC COMstock | $0 | – | -9 | – | 0.00% | – |
ASRT | Exit | ASSERTIO HOLDINGS INC COMstock | $0 | – | -103 | – | 0.00% | – |
RBCAA | Exit | REPUBLIC BANCORP INC KY CL Astock | $0 | – | -27 | – | 0.00% | – |
ARVN | Exit | ARVINAS INC COMstock | $0 | – | -39 | – | 0.00% | – |
ACCO | Exit | ACCO BRANDS CORP COMstock | $0 | – | -216 | – | 0.00% | – |
MYL | Exit | MYLAN NV SHS EUROstock | $0 | – | -74 | – | 0.00% | – |
GBT | Exit | GLOBAL BLOOD THERAPEUTICS INC COMstock | $0 | – | -21 | – | 0.00% | – |
DAR | Exit | DARLING INGREDIENTS INC COMstock | $0 | – | -35 | – | 0.00% | – |
FRME | Exit | FIRST MERCHANTS CORP COMstock | $0 | – | -23 | – | 0.00% | – |
NEO | Exit | NEOGENOMICS INC COM NEWstock | $0 | – | -22 | – | 0.00% | – |
XLRN | Exit | ACCELERON PHARMA INC COMstock | $0 | – | -17 | – | 0.00% | – |
TECH | Exit | BIO-TECHNE CORP COMstock | $0 | – | 0 | – | 0.00% | – |
PRNB | Exit | PRINCIPIA BIOPHARMA INC COMstock | $0 | – | -14 | – | 0.00% | – |
MNKKQ | Exit | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | -210 | – | 0.00% | – |
BHVN | Exit | BIOHAVEN PHARMACTL HLDG CO LTD COMstock | $0 | – | -6 | – | 0.00% | – |
CMC | Exit | COMMERCIAL METALS CO COMstock | $0 | – | -85 | – | 0.00% | – |
SPXC | Exit | SPX CORP COMstock | $0 | – | -42 | – | 0.00% | – |
TLYS | Exit | TILLYS INC CL Astock | $0 | – | -31 | – | 0.00% | – |
DEA | Exit | EASTERLY GOVT PPTYS INC COMreit | $0 | – | -26 | – | 0.00% | – |
NR | Exit | NEWPARK RES INC COM PAR $.01NEWstock | $0 | – | -468 | – | 0.00% | – |
HFC | Exit | HOLLYFRONTIER CORP COMstock | $0 | – | -57 | – | 0.00% | – |
VIE | Exit | VIELA BIO INC COMstock | $0 | – | -7 | – | 0.00% | – |
DECK | Exit | DECKERS OUTDOOR CORP COMstock | $0 | – | -10 | – | 0.00% | – |
BHLB | Exit | BERKSHIRE HILLS BANCORP INC COMstock | $0 | – | -188 | – | 0.00% | – |
MGRC | Exit | MCGRATH RENTCORP COMstock | $0 | – | -32 | – | 0.00% | – |
KNSL | Exit | KINSALE CAP GROUP INC COMstock | $0 | – | -13 | – | 0.00% | – |
FAF | Exit | FIRST AMERN FINL CORP COMstock | $0 | – | -30 | – | 0.00% | – |
RGT | Exit | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | -77 | – | 0.00% | – |
TITN | Exit | TITAN MACHY INC COMstock | $0 | – | -127 | – | 0.00% | – |
NBHC | Exit | NATIONAL BK HLDGS CORP CL Astock | $0 | – | -38 | – | 0.00% | – |
TSN | Exit | TYSON FOODS INC CL Astock | $0 | – | -28 | – | 0.00% | – |
AMED | Exit | AMEDISYS INC COMstock | $0 | – | -9 | – | 0.00% | – |
FATE | Exit | FATE THERAPEUTICS INC COMstock | $0 | – | -41 | – | 0.00% | – |
AMCX | Exit | AMC NETWORKS INC CL Astock | $0 | – | -14 | – | 0.00% | – |
SKYY | Exit | FIRST TRUST CLOUD COMPUTING ETFetf | $0 | – | 0 | – | 0.00% | – |
RLGT | Exit | RADIANT LOGISTICS INC COMstock | $0 | – | -201 | – | 0.00% | – |
BTU | Exit | PEABODY ENERGY CORP NEW COMstock | $0 | – | -435 | – | 0.00% | – |
QHCCQ | Exit | QUORUM HEALTH CORP COMstock | $0 | – | -18 | – | 0.00% | – |
MLHR | Exit | MILLER HERMAN INC COMstock | $0 | – | -30 | – | 0.00% | – |
EVFM | Exit | EVOFEM BIOSCIENCES INC COMstock | $0 | – | -47 | – | 0.00% | – |
GDOT | Exit | GREEN DOT CORP CL Astock | $0 | – | -39 | – | 0.00% | – |
SPH | Exit | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $0 | – | -75 | – | 0.00% | – |
ACAD | Exit | ACADIA PHARMACEUTICALS INC COMstock | $0 | – | -31 | – | 0.00% | – |
LL | Exit | LUMBER LIQUIDATORS HLDGS INC COMstock | $0 | – | -240 | – | -0.00% | – |
CHWY | Exit | CHEWY INC CL Astock | $0 | – | -100 | – | -0.00% | – |
REG | Exit | REGENCY CTRS CORP COMreit | $0 | – | -78 | – | -0.00% | – |
ISBC | Exit | INVESTORS BANCORP INC NEW COMstock | $0 | – | -483 | – | -0.00% | – |
RCI | Exit | ROGERS COMMUNICATIONS INC CL Bstock | $0 | – | -145 | – | -0.00% | – |
QLYS | Exit | QUALYS INC COMstock | $0 | – | -28 | – | -0.00% | – |
MEDP | Exit | MEDPACE HLDGS INC COMstock | $0 | – | -33 | – | -0.00% | – |
BPOP | Exit | POPULAR INC COM NEWstock | $0 | – | -135 | – | -0.00% | – |
QGEN | Exit | QIAGEN NV SHS NEWstock | $0 | – | -100 | – | -0.00% | – |
REGL | Exit | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -62 | – | -0.00% | – |
ONDK | Exit | ON DECK CAP INC COMstock | $0 | – | -5,500 | – | -0.00% | – |
LAD | Exit | LITHIA MTRS INC CL Astock | $0 | – | -18 | – | -0.00% | – |
WING | Exit | WINGSTOP INC COMstock | $0 | – | -36 | – | -0.00% | – |
SAIL | Exit | SAILPOINT TECHNLGIES HLDGS INC COMstock | $0 | – | -100 | – | -0.00% | – |
PFC | Exit | PREMIER FINANCIAL CORP COMstock | $0 | – | -179 | – | -0.00% | – |
UDR | Exit | UDR INC COMreit | $0 | – | -140 | – | -0.00% | – |
PRSP | Exit | PERSPECTA INC COMstock | $0 | – | -126 | – | -0.00% | – |
NOVT | Exit | NOVANTA INC COMstock | $0 | – | -50 | – | -0.00% | – |
CLI | Exit | MACK CALI RLTY CORP COMreit | $0 | – | -222 | – | -0.00% | – |
EFV | Exit | ISHARES MSCI EAFE VALUE ETFetf | $0 | – | -73 | – | -0.00% | – |
CTR | Exit | CLEARBRIDGE MLP AND MIDSTRM TR COMcef | $0 | – | -1,900 | – | -0.00% | – |
DOX | Exit | AMDOCS LTD SHSstock | $0 | – | -50 | – | -0.00% | – |
MED | Exit | MEDIFAST INC COMstock | $0 | – | -26 | – | -0.00% | – |
BLDR | Exit | BUILDERS FIRSTSOURCE INC COMstock | $0 | – | -132 | – | -0.00% | – |
IMMU | Exit | IMMUNOMEDICS INC COMstock | $0 | – | -243 | – | -0.00% | – |
TREE | Exit | LENDINGTREE INC NEW COMstock | $0 | – | -39 | – | -0.00% | – |
DLS | Exit | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $0 | – | -184 | – | -0.00% | – |
RDIV | Exit | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $0 | – | -300 | – | -0.00% | – |
LEVI | Exit | LEVI STRAUSS & CO NEW CL A COM STKstock | $0 | – | -1,000 | – | -0.00% | – |
MINI | Exit | MOBILE MINI INC COMstock | $0 | – | -473 | – | -0.00% | – |
CEM | Exit | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $0 | – | -4,309 | – | -0.00% | – |
FR | Exit | FIRST INDL RLTY TR INC COMreit | $0 | – | -491 | – | -0.00% | – |
CHGG | Exit | CHEGG INC COMstock | $0 | – | -261 | – | -0.00% | – |
BIL | Exit | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $0 | – | -234 | – | -0.00% | – |
QDEL | Exit | QUIDEL CORP COMstock | $0 | – | -78 | – | -0.00% | – |
MRO | Exit | MARATHON OIL CORP COMstock | $0 | – | -3,898 | – | -0.01% | – |
CF | Exit | CF INDS HLDGS INC COMstock | $0 | – | -1,040 | – | -0.01% | – |
CCMP | Exit | CABOT MICROELECTRONICS CORP COMstock | $0 | – | -243 | – | -0.01% | – |
DDOG | Exit | DATADOG INC CL A COMstock | $0 | – | -380 | – | -0.01% | – |
BEAM | Exit | BEAM THERAPEUTICS INC COMstock | $0 | – | -1,300 | – | -0.01% | – |
IRM | Exit | IRON MTN INC NEW COMreit | $0 | – | -1,611 | – | -0.01% | – |
QQQ | Exit | INVESCO QQQ TRUSTput | $0 | – | -300 | – | -0.02% | – |
JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | -6,000 | – | -0.02% | – |
IWN | Exit | ISHARES RUSSELL 2000 VALUE ETFput | $0 | – | -1,500 | – | -0.03% | – |
VRP | Exit | INVESCO VARIABLE RATE PREFERRED ETFetf | $0 | – | -7,312 | – | -0.04% | – |
CHWY | Exit | CHEWY INC CL Aput | $0 | – | -4,000 | – | -0.04% | – |
SGEN | Exit | SEATTLE GENETICS INC COMstock | $0 | – | -2,500 | – | -0.09% | – |