$443 Million is the total value of Institute for Wealth Management, LLC.'s 696 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 73.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $10,269,000 | +30.1% | 34,969 | -0.8% | 2.32% | +16.5% |
| MSFT | Sell | MICROSOFT CORP | $9,202,000 | +5.8% | 58,352 | -6.7% | 2.08% | -5.2% |
| ADBE | Sell | ADOBE INC | $7,781,000 | +17.8% | 23,593 | -1.4% | 1.76% | +5.5% |
| SBUX | Sell | STARBUCKS CORP | $7,369,000 | -1.7% | 83,819 | -1.1% | 1.66% | -12.0% |
| AMZN | Sell | AMAZON COM INC | $6,740,000 | +6.3% | 3,648 | -0.2% | 1.52% | -4.8% |
| VOO | Sell | VANGUARD INDEX FDS | $6,324,000 | +2.4% | 21,380 | -5.6% | 1.43% | -8.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,217,000 | +7.0% | 19,234 | -1.1% | 1.40% | -4.1% |
| NVDA | Buy | NVIDIA CORP | $5,210,000 | +38.4% | 22,142 | +2.4% | 1.18% | +23.9% |
| BA | Buy | BOEING CO | $5,018,000 | -10.8% | 15,405 | +4.2% | 1.13% | -20.0% |
| FB | Sell | FACEBOOK INCcl a | $4,962,000 | +14.3% | 24,176 | -0.8% | 1.12% | +2.4% |
| QUAL | New | ISHARES TRusa quality fctr | $4,807,000 | – | 47,595 | +100.0% | 1.08% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,787,000 | +0.7% | 14,873 | -7.2% | 1.08% | -9.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $4,748,000 | +4.2% | 43,895 | -0.2% | 1.07% | -6.7% |
| BAC | Sell | BANK AMER CORP | $4,139,000 | +17.5% | 117,524 | -2.7% | 0.94% | +5.3% |
| AMGN | Buy | AMGEN INC | $4,059,000 | +26.3% | 16,837 | +1.4% | 0.92% | +13.2% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $4,030,000 | +23.5% | 25,384 | +15.2% | 0.91% | +10.6% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $3,930,000 | +4.1% | 64,279 | -0.8% | 0.89% | -6.8% |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $3,856,000 | +5.8% | 59,914 | +0.1% | 0.87% | -5.2% |
| TXN | Sell | TEXAS INSTRS INC | $3,800,000 | -1.1% | 29,617 | -0.4% | 0.86% | -11.5% |
| QLD | Sell | PROSHARES TR | $3,646,000 | +26.0% | 29,913 | -0.0% | 0.82% | +12.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,589,000 | -4.5% | 44,289 | -4.5% | 0.81% | -14.6% |
| DIS | Sell | DISNEY WALT CO | $3,546,000 | +10.7% | 24,517 | -0.3% | 0.80% | -0.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,357,000 | +10.6% | 36,133 | -0.0% | 0.76% | -0.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,069,000 | +17.6% | 22,017 | -0.7% | 0.69% | +5.3% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $3,036,000 | -2.8% | 36,207 | -2.1% | 0.69% | -12.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $3,034,000 | +1.6% | 10,322 | -0.4% | 0.68% | -9.0% |
| DWAQ | Sell | INVESCO EXCHANGE TRADED FD Tdwa nasdaq mnt | $2,882,000 | +16.6% | 22,521 | -1.8% | 0.65% | +4.5% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,776,000 | +21.6% | 34,078 | +15.9% | 0.63% | +9.0% |
| PWC | Sell | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $2,770,000 | +4.0% | 28,007 | -0.2% | 0.62% | -6.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,552,000 | -2.0% | 27,498 | -1.5% | 0.58% | -12.2% |
| V | Sell | VISA INC | $2,527,000 | +9.2% | 13,449 | -0.0% | 0.57% | -2.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,416,000 | +11.6% | 1,804 | +1.8% | 0.55% | +0.2% |
| SSO | PROSHARES TR | $2,338,000 | +17.4% | 15,497 | 0.0% | 0.53% | +5.2% | |
| C | Buy | CITIGROUP INC | $2,324,000 | +17.4% | 29,095 | +1.5% | 0.52% | +5.2% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $2,317,000 | +7.7% | 75,266 | -2.1% | 0.52% | -3.5% |
| PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $2,299,000 | +6.3% | 44,743 | 0.0% | 0.52% | -4.8% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $2,247,000 | +0.4% | 36,972 | +0.1% | 0.51% | -10.1% |
| MA | Buy | MASTERCARD INCcl a | $2,222,000 | +15.6% | 7,442 | +5.1% | 0.50% | +3.7% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $2,219,000 | -5.7% | 39,213 | -2.0% | 0.50% | -15.5% |
| LRCX | Sell | LAM RESEARCH CORP | $2,194,000 | +26.3% | 7,505 | -0.1% | 0.50% | +13.0% |
| LGLV | Buy | SPDR SERIES TRUSTssga us lrg etf | $2,143,000 | +10.7% | 18,763 | +8.1% | 0.48% | -0.8% |
| NFLX | Sell | NETFLIX INC | $2,106,000 | +15.3% | 6,509 | -4.6% | 0.48% | +3.5% |
| IVE | New | ISHARES TRs&p 500 val etf | $2,089,000 | – | 16,054 | +100.0% | 0.47% | – |
| CSX | Buy | CSX CORP | $2,000,000 | +6.4% | 27,644 | +1.9% | 0.45% | -4.6% |
| T | Sell | AT&T INC | $1,930,000 | +0.3% | 49,396 | -2.9% | 0.44% | -10.1% |
| URI | Buy | UNITED RENTALS INC | $1,905,000 | +34.0% | 11,422 | +0.1% | 0.43% | +20.1% |
| PFE | Buy | PFIZER INC | $1,899,000 | +15.6% | 48,462 | +6.0% | 0.43% | +3.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,901,000 | +13.9% | 13,029 | +1.0% | 0.43% | +1.9% |
| SHV | Sell | ISHARES TRshort treas bd | $1,841,000 | -15.2% | 16,669 | -15.1% | 0.42% | -23.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,835,000 | +10.8% | 20,019 | -2.6% | 0.41% | -0.7% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,803,000 | +7.5% | 14,231 | +0.0% | 0.41% | -3.8% |
| AXON | Sell | AXON ENTERPRISE INC | $1,799,000 | +28.3% | 24,548 | -0.6% | 0.41% | +15.0% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,788,000 | – | 25,701 | +100.0% | 0.40% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,753,000 | -72.2% | 10,715 | -74.3% | 0.40% | -75.1% |
| CME | Sell | CME GROUP INC | $1,733,000 | -6.6% | 8,632 | -1.7% | 0.39% | -16.5% |
| DVY | Sell | ISHARES TRselect divid etf | $1,691,000 | +2.5% | 16,004 | -1.1% | 0.38% | -8.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,681,000 | +14.7% | 7,311 | +3.4% | 0.38% | +2.7% |
| MVV | PROSHARES TR | $1,641,000 | +13.0% | 36,350 | 0.0% | 0.37% | +1.4% | |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,629,000 | -36.9% | 36,981 | -41.1% | 0.37% | -43.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,625,000 | +10.3% | 36,219 | +0.5% | 0.37% | -1.1% |
| NKE | Sell | NIKE INCcl b | $1,617,000 | +4.5% | 15,959 | -3.1% | 0.36% | -6.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,609,000 | +6.9% | 26,203 | +5.1% | 0.36% | -4.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,596,000 | +111.4% | 8,326 | +84.9% | 0.36% | +89.5% |
| KSU | Buy | KANSAS CITY SOUTHERN | $1,584,000 | +15.4% | 10,344 | +0.2% | 0.36% | +3.5% |
| UWM | Sell | PROSHARES TR | $1,582,000 | +19.4% | 20,547 | -0.1% | 0.36% | +6.9% |
| WM | Buy | WASTE MGMT INC DEL | $1,578,000 | +4.7% | 13,849 | +5.7% | 0.36% | -6.3% |
| GM | Sell | GENERAL MTRS CO | $1,554,000 | -2.4% | 42,470 | -0.1% | 0.35% | -12.7% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,548,000 | +10.7% | 42,319 | +1.4% | 0.35% | -0.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,520,000 | +51.8% | 10,147 | +38.4% | 0.34% | +36.1% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,505,000 | +22.0% | 9,938 | +0.2% | 0.34% | +9.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,468,000 | +7.5% | 1,098 | -2.0% | 0.33% | -3.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,454,000 | +5.4% | 11,677 | +0.2% | 0.33% | -5.7% |
| HD | Buy | HOME DEPOT INC | $1,447,000 | -5.9% | 6,624 | +0.0% | 0.33% | -15.5% |
| RTN | Sell | RAYTHEON CO | $1,430,000 | +10.7% | 6,505 | -1.2% | 0.32% | -0.9% |
| ABBV | Buy | ABBVIE INC | $1,423,000 | +39.4% | 16,073 | +19.2% | 0.32% | +24.9% |
| MTN | Buy | VAIL RESORTS INC | $1,420,000 | +15.2% | 5,922 | +9.3% | 0.32% | +3.2% |
| INTC | Sell | INTEL CORP | $1,417,000 | +12.4% | 23,674 | -3.3% | 0.32% | +0.6% |
| CRM | Buy | SALESFORCE COM INC | $1,417,000 | +9.6% | 8,715 | +0.1% | 0.32% | -1.8% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,405,000 | +9.9% | 6,020 | 0.0% | 0.32% | -1.6% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,397,000 | -4.1% | 31,418 | -13.1% | 0.32% | -14.2% |
| CSCO | Sell | CISCO SYS INC | $1,396,000 | -6.2% | 29,111 | -3.4% | 0.32% | -16.0% |
| IEV | Buy | ISHARES TReurope etf | $1,377,000 | +8.6% | 29,318 | +0.1% | 0.31% | -2.8% |
| VIAC | New | VIACOMCBS INCcl b | $1,369,000 | – | 32,616 | +100.0% | 0.31% | – |
| AMAT | Buy | APPLIED MATLS INC | $1,365,000 | +23.6% | 22,357 | +1.0% | 0.31% | +10.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,358,000 | +8.9% | 4 | 0.0% | 0.31% | -2.2% | |
| QCOM | Sell | QUALCOMM INC | $1,360,000 | +5.8% | 15,419 | -8.6% | 0.31% | -5.2% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,322,000 | -3.4% | 15,290 | -10.0% | 0.30% | -13.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,315,000 | -3.9% | 18,847 | -2.8% | 0.30% | -13.9% |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,305,000 | +3.4% | 42,500 | -0.5% | 0.30% | -7.2% |
| NWBI | Sell | NORTHWEST BANCSHARES INC MD | $1,301,000 | +1.1% | 78,216 | -0.4% | 0.29% | -9.3% |
| TSI | Sell | TCW STRATEGIC INCOME FUND IN | $1,291,000 | -0.2% | 223,721 | -1.8% | 0.29% | -10.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,266,000 | +7.9% | 28,161 | +8.3% | 0.29% | -3.4% |
| MPC | Buy | MARATHON PETE CORP | $1,252,000 | -0.5% | 20,788 | +0.4% | 0.28% | -10.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,254,000 | +93.5% | 19,538 | +52.8% | 0.28% | +73.6% |
| TIP | Sell | ISHARES TRtips bd etf | $1,239,000 | -13.4% | 10,631 | -13.6% | 0.28% | -22.2% |
| PBE | Sell | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $1,233,000 | +12.7% | 22,085 | -4.3% | 0.28% | +0.7% |
| CSD | INVESCO EXCHANGE TRADED FD Ts&p spin off | $1,227,000 | +8.9% | 24,275 | 0.0% | 0.28% | -2.5% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,221,000 | +8.3% | 5,248 | -4.9% | 0.28% | -2.8% |
| CSGP | Buy | COSTAR GROUP INC | $1,205,000 | +1.1% | 2,015 | +0.3% | 0.27% | -9.3% |
| COP | Buy | CONOCOPHILLIPS | $1,185,000 | +17.6% | 18,219 | +3.0% | 0.27% | +5.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,188,000 | +12.7% | 5,244 | +3.5% | 0.27% | +0.8% |
| RESN | RESONANT INC | $1,173,000 | -18.5% | 484,565 | 0.0% | 0.26% | -27.0% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,165,000 | -2.5% | 9,955 | -0.2% | 0.26% | -12.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,128,000 | -58.7% | 19,252 | -62.2% | 0.26% | -62.9% |
| LOW | Buy | LOWES COS INC | $1,127,000 | +9.6% | 9,414 | +0.7% | 0.25% | -1.9% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $1,123,000 | +6.1% | 23,891 | -3.6% | 0.25% | -4.9% |
| SPYD | Buy | SPDR SERIES TRUSTprtflo s&p500 hi | $1,115,000 | +10.8% | 28,268 | +6.7% | 0.25% | -0.8% |
| TWTR | Buy | TWITTER INC | $1,116,000 | -4.5% | 34,832 | +22.7% | 0.25% | -14.6% |
| SNY | Sell | SANOFIsponsored adr | $1,096,000 | +4.2% | 21,823 | -3.9% | 0.25% | -6.8% |
| MSGS | Sell | MADISON SQUARE GARDEN CO NEWcl a | $1,095,000 | +9.0% | 3,723 | -2.4% | 0.25% | -2.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,063,000 | -31.7% | 5,836 | -37.7% | 0.24% | -38.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,060,000 | +14.7% | 4,328 | +1.0% | 0.24% | +2.6% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,044,000 | +5.7% | 61,149 | -0.8% | 0.24% | -5.2% |
| BKNG | Buy | BOOKING HLDGS INC | $1,045,000 | +4.8% | 509 | +0.2% | 0.24% | -6.0% |
| LLY | Sell | LILLY ELI & CO | $1,041,000 | +15.3% | 7,922 | -1.9% | 0.24% | +3.1% |
| CET | Sell | CENTRAL SECS CORP | $1,038,000 | +4.5% | 31,361 | -0.8% | 0.23% | -6.4% |
| HON | Sell | HONEYWELL INTL INC | $1,023,000 | +2.2% | 5,778 | -2.3% | 0.23% | -8.3% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,011,000 | +28.1% | 4,620 | -0.8% | 0.23% | +14.6% |
| ORCL | Sell | ORACLE CORP | $1,006,000 | -4.0% | 18,997 | -0.2% | 0.23% | -14.0% |
| CVX | Sell | CHEVRON CORP NEW | $1,000,000 | -2.6% | 8,300 | -4.1% | 0.23% | -12.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $993,000 | +6.5% | 13,021 | -2.2% | 0.22% | -4.7% |
| LUV | Buy | SOUTHWEST AIRLS CO | $994,000 | +12.1% | 18,423 | +12.2% | 0.22% | 0.0% |
| XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $986,000 | +5.8% | 25,014 | 0.0% | 0.22% | -5.1% | |
| USMV | Sell | ISHARES TRmsci min vol etf | $982,000 | -12.5% | 14,964 | -14.5% | 0.22% | -21.6% |
| CAT | Sell | CATERPILLAR INC DEL | $973,000 | +14.9% | 6,588 | -1.7% | 0.22% | +3.3% |
| EOG | Sell | EOG RES INC | $967,000 | +1.9% | 11,543 | -9.8% | 0.22% | -8.8% |
| PANW | Sell | PALO ALTO NETWORKS INC | $957,000 | +6.3% | 4,137 | -6.3% | 0.22% | -4.8% |
| ANTM | Buy | ANTHEM INC | $954,000 | +40.1% | 3,157 | +11.3% | 0.22% | +25.0% |
| XLNX | Sell | XILINX INC | $952,000 | -5.3% | 9,733 | -7.2% | 0.22% | -15.0% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $938,000 | +1.6% | 5,816 | -1.3% | 0.21% | -9.0% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $936,000 | +4.3% | 15,805 | -0.0% | 0.21% | -6.6% |
| PRU | Buy | PRUDENTIAL FINL INC | $932,000 | +5.5% | 9,946 | +1.3% | 0.21% | -5.8% |
| GE | Buy | GENERAL ELECTRIC CO | $926,000 | +54.6% | 82,986 | +23.8% | 0.21% | +38.4% |
| MO | Buy | ALTRIA GROUP INC | $925,000 | +25.5% | 18,530 | +2.9% | 0.21% | +12.4% |
| PSX | Sell | PHILLIPS 66 | $923,000 | +8.5% | 8,284 | -0.3% | 0.21% | -3.3% |
| FVL | Sell | FIRST TR VALUE LINE 100 ETF | $923,000 | +1.3% | 40,513 | -0.8% | 0.21% | -9.6% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $920,000 | -3.7% | 6,441 | -3.1% | 0.21% | -13.7% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $913,000 | +51.9% | 17,774 | +53.3% | 0.21% | +36.4% |
| AIG | Sell | AMERICAN INTL GROUP INC | $911,000 | -8.9% | 17,749 | -1.1% | 0.21% | -18.3% |
| ETN | Sell | EATON CORP PLC | $904,000 | +13.7% | 9,543 | -0.1% | 0.20% | +2.0% |
| GSY | Sell | INVESCO ACTIVELY MANAGD ETFultra shrt dur | $902,000 | -28.8% | 17,911 | -28.7% | 0.20% | -36.1% |
| PG | Sell | PROCTER & GAMBLE CO | $902,000 | -2.3% | 7,220 | -2.7% | 0.20% | -12.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $901,000 | -0.6% | 7,180 | -4.3% | 0.20% | -11.0% |
| DTN | WISDOMTREE TRus divid ex fncl | $896,000 | +5.8% | 9,682 | 0.0% | 0.20% | -5.2% | |
| H | Buy | HYATT HOTELS CORP | $892,000 | +32.3% | 9,940 | +8.6% | 0.20% | +18.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $888,000 | -10.7% | 6,628 | -3.0% | 0.20% | -19.9% |
| ECF | Sell | ELLSWORTH GRWTH AND INCOME L | $887,000 | +11.7% | 75,459 | -0.3% | 0.20% | 0.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $882,000 | +7.8% | 23,185 | +2.9% | 0.20% | -3.4% |
| SLB | Buy | SCHLUMBERGER LTD | $879,000 | +26.1% | 21,874 | +7.3% | 0.20% | +12.5% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $863,000 | +4.2% | 4,556 | -0.9% | 0.20% | -6.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $864,000 | -22.0% | 14,387 | -23.1% | 0.20% | -30.1% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $856,000 | +14.6% | 22,642 | +5.7% | 0.19% | +2.7% |
| STX | Sell | SEAGATE TECHNOLOGY PLC | $853,000 | +4.7% | 14,340 | -5.4% | 0.19% | -5.9% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $850,000 | +16.6% | 13,978 | +16.8% | 0.19% | +4.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $849,000 | -5.1% | 8,353 | -5.0% | 0.19% | -15.0% |
| CI | Sell | CIGNA CORP NEW | $845,000 | +33.7% | 4,132 | -0.7% | 0.19% | +20.1% |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $841,000 | – | 5,462 | +100.0% | 0.19% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $826,000 | +32.8% | 13,773 | +32.7% | 0.19% | +19.1% |
| NOW | Sell | SERVICENOW INC | $825,000 | +10.7% | 2,921 | -0.5% | 0.19% | -1.1% |
| CVS | Sell | CVS HEALTH CORP | $819,000 | +13.1% | 11,023 | -3.9% | 0.18% | +1.6% |
| BBH | Buy | VANECK VECTORS ETF TRUSTbiotech etf | $817,000 | +39.2% | 5,863 | +17.8% | 0.18% | +24.3% |
| AGN | Sell | ALLERGAN PLC | $807,000 | +3.7% | 4,223 | -8.7% | 0.18% | -7.1% |
| ILMN | Buy | ILLUMINA INC | $796,000 | +30.5% | 2,400 | +19.7% | 0.18% | +16.9% |
| MS | Sell | MORGAN STANLEY | $788,000 | +18.9% | 15,413 | -0.9% | 0.18% | +6.6% |
| BX | Buy | BLACKSTONE GROUP INC | $783,000 | +15.0% | 13,995 | +0.4% | 0.18% | +2.9% |
| QRVO | QORVO INC | $782,000 | +56.7% | 6,727 | 0.0% | 0.18% | +40.5% | |
| SQ | Sell | SQUARE INCcl a | $784,000 | -5.2% | 12,525 | -6.2% | 0.18% | -14.9% |
| EET | PROSHARES TRmsci emrg etf | $781,000 | +24.0% | 9,698 | 0.0% | 0.18% | +10.7% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $777,000 | +6.6% | 15,866 | 0.0% | 0.18% | -4.9% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $764,000 | +69.0% | 4,613 | +54.5% | 0.17% | +51.8% |
| DIAX | NUVEEN DOW 30 DYN OVERWRITE | $765,000 | -0.8% | 43,292 | 0.0% | 0.17% | -10.8% | |
| TSLA | Sell | TESLA INC | $763,000 | +60.6% | 1,823 | -7.6% | 0.17% | +43.3% |
| XHB | Sell | SPDR SERIES TRUSTs&p homebuild | $758,000 | +1.7% | 16,660 | -1.5% | 0.17% | -9.0% |
| NEAR | ISHARES US ETF TRsht mat bd etf | $753,000 | -0.1% | 14,979 | 0.0% | 0.17% | -10.5% | |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $755,000 | +9.7% | 22,521 | +4.1% | 0.17% | -1.7% |
| EMR | Sell | EMERSON ELEC CO | $744,000 | +10.2% | 9,762 | -3.3% | 0.17% | -1.2% |
| ALK | ALASKA AIR GROUP INC | $738,000 | +4.4% | 10,898 | 0.0% | 0.17% | -6.2% | |
| KO | Buy | COCA COLA CO | $733,000 | +5.0% | 13,240 | +3.3% | 0.17% | -5.7% |
| FISV | New | FISERV INC | $733,000 | – | 6,340 | +100.0% | 0.17% | – |
| UNP | Buy | UNION PACIFIC CORP | $731,000 | +28.9% | 4,042 | +15.6% | 0.16% | +15.4% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $732,000 | +0.3% | 7,753 | -5.0% | 0.16% | -10.3% |
| USB | US BANCORP DEL | $731,000 | +7.2% | 12,324 | 0.0% | 0.16% | -4.1% | |
| VOX | Buy | VANGUARD WORLD FDS | $721,000 | +8.7% | 7,674 | +0.3% | 0.16% | -2.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $722,000 | +9.9% | 1,222 | +0.4% | 0.16% | -1.8% |
| GILD | Buy | GILEAD SCIENCES INC | $722,000 | +3.9% | 11,104 | +1.3% | 0.16% | -6.9% |
| FDX | Buy | FEDEX CORP | $719,000 | +74.5% | 4,757 | +68.3% | 0.16% | +55.8% |
| VLO | Buy | VALERO ENERGY CORP NEW | $713,000 | +10.7% | 7,615 | +0.8% | 0.16% | -0.6% |
| MMM | Buy | 3M CO | $715,000 | +8.7% | 4,054 | +1.3% | 0.16% | -3.0% |
| DAL | DELTA AIR LINES INC DEL | $710,000 | +1.6% | 12,135 | 0.0% | 0.16% | -9.1% | |
| MRK | Sell | MERCK & CO INC | $708,000 | +7.8% | 7,789 | -0.2% | 0.16% | -3.6% |
| PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $702,000 | +14.0% | 10,845 | -0.3% | 0.16% | +2.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $706,000 | +0.4% | 1,813 | +0.6% | 0.16% | -10.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $703,000 | +7.5% | 6,072 | +0.3% | 0.16% | -3.6% |
| EBAY | Buy | EBAY INC | $694,000 | -7.1% | 19,217 | +0.3% | 0.16% | -16.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $685,000 | -13.4% | 10,600 | -13.2% | 0.16% | -22.1% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $687,000 | +43.4% | 1,416 | +21.9% | 0.16% | +28.1% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $681,000 | +11.5% | 5,075 | +5.1% | 0.15% | 0.0% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $678,000 | +50.3% | 5,612 | -1.4% | 0.15% | +34.2% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $677,000 | -40.2% | 79,596 | -35.8% | 0.15% | -46.3% |
| BAX | Buy | BAXTER INTL INC | $675,000 | -4.3% | 8,078 | +0.2% | 0.15% | -14.6% |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $673,000 | -25.6% | 12,133 | -29.7% | 0.15% | -33.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $667,000 | +9.2% | 5,931 | +9.9% | 0.15% | -1.9% |
| DHR | Buy | DANAHER CORPORATION | $665,000 | +6.6% | 4,331 | +0.3% | 0.15% | -4.5% |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $666,000 | +7.8% | 4,872 | 0.0% | 0.15% | -3.8% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $666,000 | +29.8% | 3,140 | +2.4% | 0.15% | +16.3% |
| DTD | WISDOMTREE TRus total dividnd | $658,000 | +6.5% | 6,231 | 0.0% | 0.15% | -4.5% | |
| WY | Sell | WEYERHAEUSER CO | $661,000 | +3.8% | 21,885 | -4.9% | 0.15% | -7.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $651,000 | +23.1% | 2,215 | -8.9% | 0.15% | +10.5% |
| AEP | New | AMERICAN ELEC PWR CO INC | $651,000 | – | 6,888 | +100.0% | 0.15% | – |
| EZM | Sell | WISDOMTREE TRus midcap fund | $649,000 | +4.2% | 15,425 | -2.3% | 0.15% | -6.4% |
| SMH | VANECK VECTORS ETF TRUSTsemiconductor et | $643,000 | +18.6% | 4,548 | 0.0% | 0.14% | +5.8% | |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $630,000 | – | 209,441 | +100.0% | 0.14% | – |
| F | Sell | FORD MTR CO DEL | $631,000 | -15.4% | 67,812 | -16.8% | 0.14% | -24.5% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $622,000 | +8.0% | 15,036 | +0.0% | 0.14% | -3.4% |
| HES | Sell | HESS CORP | $614,000 | +9.6% | 9,191 | -0.7% | 0.14% | -1.4% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $613,000 | +1.8% | 32,462 | +1.3% | 0.14% | -9.2% |
| PKI | New | PERKINELMER INC | $610,000 | – | 6,284 | +100.0% | 0.14% | – |
| GDV | Buy | GABELLI DIVD & INCOME TR | $603,000 | +12.1% | 27,450 | +9.7% | 0.14% | 0.0% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $596,000 | +7.0% | 10,041 | -6.1% | 0.14% | -3.6% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $595,000 | 0.0% | 4,777 | -4.0% | 0.13% | -10.7% |
| KRE | Sell | SPDR SERIES TRUSTs&p regl bkg | $592,000 | +0.9% | 10,160 | -8.6% | 0.13% | -9.5% |
| HQY | Sell | HEALTHEQUITY INC | $580,000 | +24.5% | 7,825 | -4.0% | 0.13% | +12.0% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $570,000 | 0.0% | 10,623 | +0.0% | 0.13% | -10.4% |
| WTR | AQUA AMERICA INC | $570,000 | +4.8% | 12,140 | 0.0% | 0.13% | -5.8% | |
| FALN | Buy | ISHARES TRfaln angls usd | $573,000 | +9.1% | 21,145 | +7.8% | 0.13% | -2.3% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $565,000 | +7.0% | 17,422 | +7.4% | 0.13% | -3.8% |
| DD | Sell | DUPONT DE NEMOURS INC | $568,000 | -44.6% | 8,850 | -38.4% | 0.13% | -50.4% |
| DOW | Sell | DOW INC | $561,000 | -21.0% | 10,253 | -31.2% | 0.13% | -29.1% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $564,000 | +8.5% | 83,307 | +2.6% | 0.13% | -3.1% |
| PEP | Buy | PEPSICO INC | $560,000 | -0.4% | 4,100 | +0.0% | 0.13% | -11.3% |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $558,000 | +5.3% | 10,369 | -1.3% | 0.13% | -6.0% |
| SWK | STANLEY BLACK & DECKER INC | $553,000 | +14.7% | 3,339 | 0.0% | 0.12% | +3.3% | |
| BP | Sell | BP PLCsponsored adr | $549,000 | -10.7% | 14,548 | -10.2% | 0.12% | -20.0% |
| PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $549,000 | -7.6% | 19,294 | -10.2% | 0.12% | -17.3% |
| DE | Buy | DEERE & CO | $549,000 | +18.6% | 3,171 | +15.5% | 0.12% | +6.0% |
| PFG | Sell | PRINCIPAL FINL GROUP INC | $535,000 | -11.9% | 9,718 | -8.5% | 0.12% | -20.9% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $534,000 | – | 5,242 | +100.0% | 0.12% | – |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $533,000 | +3.7% | 28,081 | 0.0% | 0.12% | -7.7% | |
| KEY | KEYCORP NEW | $531,000 | +13.5% | 26,232 | 0.0% | 0.12% | +1.7% | |
| LNG | CHENIERE ENERGY INC | $529,000 | -3.1% | 8,661 | 0.0% | 0.12% | -13.8% | |
| LEN | LENNAR CORPcl a | $522,000 | 0.0% | 9,350 | 0.0% | 0.12% | -10.6% | |
| WSM | Sell | WILLIAMS SONOMA INC | $519,000 | +1.0% | 7,070 | -6.5% | 0.12% | -10.0% |
| WMT | Buy | WALMART INC | $516,000 | +1.2% | 4,342 | +1.0% | 0.12% | -9.3% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $514,000 | +20.4% | 8,655 | +7.4% | 0.12% | +7.4% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $514,000 | -9.0% | 13,297 | -7.3% | 0.12% | -18.3% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $514,000 | +0.8% | 8,373 | -4.5% | 0.12% | -10.1% |
| HCA | HCA HEALTHCARE INC | $509,000 | +22.9% | 3,441 | 0.0% | 0.12% | +10.6% | |
| SUSB | ISHARES TResg 1 5 yr usd | $509,000 | -0.2% | 20,020 | 0.0% | 0.12% | -10.9% | |
| RDN | RADIAN GROUP INC | $507,000 | +10.2% | 20,158 | 0.0% | 0.11% | -1.7% | |
| MCD | Buy | MCDONALDS CORP | $504,000 | -7.9% | 2,549 | +0.1% | 0.11% | -17.4% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $502,000 | +43.8% | 5,300 | +31.8% | 0.11% | +28.4% |
| ABT | Buy | ABBOTT LABS | $494,000 | +23.5% | 5,690 | +19.1% | 0.11% | +10.9% |
| SO | Sell | SOUTHERN CO | $496,000 | -2.2% | 7,791 | -5.0% | 0.11% | -12.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $491,000 | +1.7% | 8,907 | +2.0% | 0.11% | -9.0% |
| BRMK | New | BROADMARK RLTY CAP INC | $491,000 | – | 38,488 | +100.0% | 0.11% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $491,000 | -0.2% | 2,787 | +3.4% | 0.11% | -10.5% |
| MAS | Sell | MASCO CORP | $481,000 | +12.4% | 10,032 | -2.3% | 0.11% | +0.9% |
| XNTK | SPDR SERIES TRUSTnyse tech etf | $483,000 | +12.3% | 5,910 | 0.0% | 0.11% | +0.9% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $478,000 | -10.3% | 10,432 | -43.3% | 0.11% | -19.4% |
| D | Buy | DOMINION ENERGY INC | $472,000 | +3.7% | 5,697 | +1.4% | 0.11% | -7.0% |
| BIIB | Sell | BIOGEN INC | $475,000 | +20.9% | 1,602 | -5.0% | 0.11% | +8.1% |
| GIS | Buy | GENERAL MLS INC | $473,000 | -2.5% | 8,831 | +0.4% | 0.11% | -12.3% |
| GRMN | Sell | GARMIN LTD | $471,000 | +7.8% | 4,826 | -6.5% | 0.11% | -3.6% |
| AEG | Sell | AEGON N V | $468,000 | -0.8% | 103,320 | -9.2% | 0.11% | -10.9% |
| CMI | Sell | CUMMINS INC | $463,000 | +8.2% | 2,588 | -1.7% | 0.10% | -2.8% |
| NIE | ALLIANZGI EQUITY & CONV INCO | $465,000 | +5.0% | 20,518 | 0.0% | 0.10% | -6.2% | |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $459,000 | – | 17,264 | +100.0% | 0.10% | – |
| MTUM | Buy | ISHARES TRusa momentum fct | $459,000 | +5.5% | 3,658 | +0.3% | 0.10% | -5.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $461,000 | -6.5% | 7,313 | -8.8% | 0.10% | -16.1% |
| TFC | New | TRUIST FINL CORP | $459,000 | – | 8,155 | +100.0% | 0.10% | – |
| TJX | Buy | TJX COS INC NEW | $460,000 | +10.0% | 7,537 | +0.6% | 0.10% | -1.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $460,000 | +14.7% | 2,000 | +10.3% | 0.10% | +3.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $456,000 | +32.2% | 782 | +24.5% | 0.10% | +18.4% |
| IWN | New | ISHARES TRrus 2000 val etf | $455,000 | – | 3,539 | +100.0% | 0.10% | – |
| WDC | Sell | WESTERN DIGITAL CORP | $446,000 | +3.0% | 7,021 | -3.3% | 0.10% | -7.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $445,000 | +113.9% | 1,682 | +100.0% | 0.10% | +92.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $444,000 | +6.5% | 1,182 | 0.0% | 0.10% | -4.8% | |
| USRT | Buy | ISHARES TRcre u s reit etf | $445,000 | +6.2% | 8,144 | +8.1% | 0.10% | -5.7% |
| RDFN | REDFIN CORP | $445,000 | +25.4% | 21,067 | 0.0% | 0.10% | +12.4% | |
| CAPE | Buy | BARCLAYS BK PLCbarc etn+shill | $434,000 | +13.0% | 2,913 | +4.1% | 0.10% | +1.0% |
| OLED | UNIVERSAL DISPLAY CORP | $436,000 | +22.8% | 2,114 | 0.0% | 0.10% | +10.1% | |
| MOO | Sell | VANECK VECTORS ETF TRUSTagribusiness etf | $436,000 | +1.2% | 6,341 | -3.1% | 0.10% | -10.1% |
| GLW | Sell | CORNING INC | $436,000 | -6.0% | 14,968 | -8.0% | 0.10% | -16.2% |
| PHM | Buy | PULTE GROUP INC | $430,000 | +6.2% | 11,088 | +0.1% | 0.10% | -4.9% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $429,000 | -10.8% | 8,766 | -10.2% | 0.10% | -19.8% |
| CVY | Buy | INVESCO EXCHANGE TRADED FD Tzacks mult ast | $426,000 | +11.2% | 18,193 | +6.0% | 0.10% | -1.0% |
| MET | METLIFE INC | $425,000 | +8.1% | 8,339 | 0.0% | 0.10% | -3.0% | |
| EPS | WISDOMTREE TRus largecap fund | $419,000 | +9.4% | 11,415 | 0.0% | 0.10% | -2.1% | |
| DG | Buy | DOLLAR GEN CORP NEW | $416,000 | +3.5% | 2,665 | +5.3% | 0.09% | -6.9% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $410,000 | – | 3,724 | +100.0% | 0.09% | – |
| BTO | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $404,000 | +12.8% | 11,143 | 0.0% | 0.09% | +1.1% | |
| IT | Buy | GARTNER INC | $399,000 | +68.4% | 2,592 | +56.3% | 0.09% | +50.0% |
| ANGL | Sell | VANECK VECTORS ETF TRUSTfallen angel hg | $397,000 | -7.7% | 13,311 | -9.3% | 0.09% | -16.7% |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $400,000 | +8.7% | 11,354 | 0.0% | 0.09% | -3.2% | |
| WFC | Buy | WELLS FARGO CO NEW | $392,000 | +12.0% | 7,287 | +5.0% | 0.09% | +1.1% |
| IP | Sell | INTL PAPER CO | $389,000 | +9.0% | 8,449 | -1.1% | 0.09% | -2.2% |
| SMAR | New | SMARTSHEET INC | $387,000 | – | 8,623 | +100.0% | 0.09% | – |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $385,000 | -11.9% | 15,094 | -11.5% | 0.09% | -20.9% |
| OMC | Sell | OMNICOM GROUP INC | $383,000 | -3.3% | 4,733 | -6.3% | 0.09% | -14.0% |
| GPC | Buy | GENUINE PARTS CO | $382,000 | +8.2% | 3,596 | +1.4% | 0.09% | -3.4% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $377,000 | +9.0% | 12,820 | +9.9% | 0.08% | -2.3% |
| CHW | CALAMOS GBL DYN INCOME FUND | $370,000 | +11.1% | 42,614 | 0.0% | 0.08% | 0.0% | |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $374,000 | +11.0% | 11,050 | 0.0% | 0.08% | -1.2% | |
| HTD | HANCOCK JOHN TAX-ADV DIV INC | $374,000 | -3.9% | 13,691 | 0.0% | 0.08% | -14.3% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $369,000 | +6.3% | 984 | -21.3% | 0.08% | -4.6% |
| TTD | Sell | THE TRADE DESK INC | $366,000 | +14.0% | 1,410 | -17.6% | 0.08% | +2.5% |
| SHAG | Buy | WISDOMTREE TRyield enhanced | $367,000 | +7.3% | 7,291 | +7.4% | 0.08% | -3.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $361,000 | +28.0% | 1,535 | +20.9% | 0.08% | +15.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $357,000 | -1.7% | 5,141 | -7.6% | 0.08% | -11.0% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $356,000 | +17.5% | 5,519 | +8.4% | 0.08% | +5.3% |
| SDIV | Sell | GLOBAL X FDSglb x superdiv | $352,000 | -53.7% | 19,921 | -55.5% | 0.08% | -58.9% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $352,000 | +18.5% | 10,582 | -1.2% | 0.08% | +5.3% |
| SHOP | Buy | SHOPIFY INCcl a | $348,000 | +28.4% | 876 | +0.8% | 0.08% | +16.2% |
| EUMV | Sell | ISHARES TRmin vol europe | $345,000 | -6.5% | 12,779 | -11.9% | 0.08% | -16.1% |
| DISCA | Buy | DISCOVERY INC | $344,000 | +26.9% | 10,500 | +3.3% | 0.08% | +14.7% |
| PAC | Sell | GPO AEROPORTUARIO DEL PAC SAspon adr b | $345,000 | +15.8% | 2,909 | -5.7% | 0.08% | +4.0% |
| EEMV | Sell | ISHARES INCmin vol emrg mkt | $342,000 | -8.3% | 5,823 | -10.9% | 0.08% | -18.1% |
| CSQ | CALAMOS STRATEGIC TOTL RETN | $342,000 | +6.9% | 25,182 | 0.0% | 0.08% | -4.9% | |
| SYY | Buy | SYSCO CORP | $343,000 | +8.5% | 4,011 | +0.7% | 0.08% | -3.8% |
| LHX | L3HARRIS TECHNOLOGIES INC | $335,000 | -5.4% | 1,695 | 0.0% | 0.08% | -14.6% | |
| OSB | Sell | NORBORD INC | $331,000 | +2.2% | 12,400 | -8.4% | 0.08% | -8.5% |
| L100PS | Sell | ARCONIC INC | $330,000 | +17.9% | 10,735 | -0.5% | 0.08% | +5.6% |
| INDY | Sell | ISHARES TRindia 50 etf | $334,000 | -6.7% | 8,636 | -11.4% | 0.08% | -16.7% |
| CII | BLACKROCK ENH CAP & INC FD I | $329,000 | +6.5% | 19,092 | 0.0% | 0.07% | -5.1% | |
| SPHY | Buy | SPDR SERIES TRUSTportfli high yld | $327,000 | +9.0% | 12,422 | +8.4% | 0.07% | -2.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $329,000 | +31.6% | 1,419 | +9.2% | 0.07% | +17.5% |
| XLC | Sell | SELECT SECTOR SPDR TR | $327,000 | -4.7% | 6,089 | -12.0% | 0.07% | -14.0% |
| OUSA | Sell | OSI ETF TRoshars ftse us | $324,000 | +4.5% | 8,844 | -0.9% | 0.07% | -6.4% |
| YUM | Sell | YUM BRANDS INC | $325,000 | -12.4% | 3,223 | -1.5% | 0.07% | -22.3% |
| JWN | Sell | NORDSTROM INC | $325,000 | +3.5% | 7,946 | -14.9% | 0.07% | -7.6% |
| DFS | DISCOVER FINL SVCS | $323,000 | +4.5% | 3,814 | 0.0% | 0.07% | -6.4% | |
| TM | Sell | TOYOTA MOTOR CORP | $324,000 | -2.4% | 2,302 | -6.7% | 0.07% | -13.1% |
| KLAC | Buy | KLA CORPORATION | $317,000 | +12.8% | 1,777 | +0.9% | 0.07% | +1.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $319,000 | +4.9% | 2,658 | -2.4% | 0.07% | -6.5% |
| MGU | MACQUARIE GLBL INFRA TOTL RE | $314,000 | +3.3% | 12,632 | 0.0% | 0.07% | -7.8% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $316,000 | +14.5% | 972 | +2.7% | 0.07% | +1.4% |
| ALL | Buy | ALLSTATE CORP | $314,000 | +4.0% | 2,790 | +0.4% | 0.07% | -6.6% |
| ROST | Sell | ROSS STORES INC | $314,000 | +5.7% | 2,694 | -0.4% | 0.07% | -5.3% |
| EA | Sell | ELECTRONIC ARTS INC | $308,000 | +6.6% | 2,869 | -2.9% | 0.07% | -4.1% |
| MTCH | Buy | MATCH GROUP INC | $309,000 | +32.6% | 3,760 | +15.3% | 0.07% | +18.6% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $309,000 | +2.0% | 2,870 | -2.7% | 0.07% | -7.9% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $306,000 | – | 5,245 | +100.0% | 0.07% | – |
| SGEN | SEATTLE GENETICS INC | $307,000 | +33.5% | 2,690 | 0.0% | 0.07% | +19.0% | |
| RCI | Sell | ROGERS COMMUNICATIONS INCcl b | $300,000 | -14.5% | 6,047 | -16.1% | 0.07% | -22.7% |
| HEWJ | Sell | ISHARES TRhdg msci japan | $303,000 | -6.5% | 9,180 | -11.8% | 0.07% | -17.1% |
| WRK | Sell | WESTROCK CO | $300,000 | +12.8% | 6,991 | -4.1% | 0.07% | +1.5% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $303,000 | +10.2% | 2,078 | +0.2% | 0.07% | -1.4% |
| WYNN | Sell | WYNN RESORTS LTD | $303,000 | +25.7% | 2,180 | -1.5% | 0.07% | +11.5% |
| XRT | Sell | SPDR SERIES TRUSTs&p retail etf | $295,000 | -13.5% | 6,422 | -20.2% | 0.07% | -22.1% |
| MDT | Sell | MEDTRONIC PLC | $292,000 | +0.3% | 2,574 | -3.8% | 0.07% | -9.6% |
| FDL | FIRST TR MORNINGSTAR DIV LEA | $291,000 | +5.1% | 8,932 | 0.0% | 0.07% | -5.7% | |
| IYF | Sell | ISHARES TRu.s. finls etf | $290,000 | +4.7% | 2,102 | -2.3% | 0.06% | -7.1% |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $288,000 | – | 2,068 | +100.0% | 0.06% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $289,000 | +2.5% | 4,908 | +2.2% | 0.06% | -8.5% |
| SPY | New | SPDR S&P 500 ETF TRcall | $283,000 | – | 9,200 | +100.0% | 0.06% | – |
| ITW | ILLINOIS TOOL WKS INC | $283,000 | +14.6% | 1,577 | 0.0% | 0.06% | +3.2% | |
| WBC | WABCO HLDGS INC | $283,000 | +1.1% | 2,092 | 0.0% | 0.06% | -9.9% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $280,000 | +21.2% | 2,326 | +0.4% | 0.06% | +8.6% |
| DLTR | Buy | DOLLAR TREE INC | $280,000 | -16.7% | 2,980 | +1.1% | 0.06% | -25.9% |
| BCV | BANCROFT FUND LTD | $280,000 | +10.2% | 10,746 | 0.0% | 0.06% | -1.6% | |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $278,000 | +8.6% | 3,770 | -2.2% | 0.06% | -3.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $278,000 | +7.3% | 1,631 | +1.6% | 0.06% | -3.1% |
| TIF | New | TIFFANY & CO NEW | $279,000 | – | 2,087 | +100.0% | 0.06% | – |
| AVGO | Sell | BROADCOM INC | $280,000 | +13.4% | 887 | -0.7% | 0.06% | +1.6% |
| GLD | Buy | SPDR GOLD TRUST | $276,000 | +15.5% | 1,929 | +12.2% | 0.06% | +3.3% |
| INTU | Buy | INTUIT | $276,000 | -0.7% | 1,052 | +0.5% | 0.06% | -11.4% |
| GLIBA | GCI LIBERTY INC | $268,000 | +14.0% | 3,784 | 0.0% | 0.06% | +3.4% | |
| CTVA | Sell | CORTEVA INC | $272,000 | -32.0% | 9,199 | -35.5% | 0.06% | -39.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $264,000 | -88.7% | 1,362 | -89.5% | 0.06% | -89.8% |
| KSS | New | KOHLS CORP | $266,000 | – | 5,229 | +100.0% | 0.06% | – |
| PNC | Sell | PNC FINL SVCS GROUP INC | $265,000 | +7.3% | 1,660 | -5.7% | 0.06% | -3.2% |
| ULTA | ULTA BEAUTY INC | $265,000 | +1.1% | 1,046 | 0.0% | 0.06% | -9.1% | |
| LVS | Sell | LAS VEGAS SANDS CORP | $262,000 | +15.4% | 3,788 | -3.8% | 0.06% | +3.5% |
| MINI | MOBILE MINI INC | $260,000 | +2.8% | 6,860 | 0.0% | 0.06% | -7.8% | |
| PEO | Sell | ADAM NAT RES FD INC | $260,000 | -3.7% | 15,809 | -7.2% | 0.06% | -13.2% |
| FFIV | F5 NETWORKS INC | $257,000 | -0.8% | 1,842 | 0.0% | 0.06% | -10.8% | |
| IGF | ISHARES TRglb infrastr etf | $256,000 | +3.2% | 5,341 | 0.0% | 0.06% | -7.9% | |
| SLG | New | SL GREEN RLTY CORP | $256,000 | – | 2,789 | +100.0% | 0.06% | – |
| IAU | Sell | ISHARES GOLD TRUSTishares | $254,000 | 0.0% | 17,508 | -2.7% | 0.06% | -10.9% |
| OXY | Sell | OCCIDENTAL PETE CORP | $253,000 | -42.2% | 6,128 | -37.7% | 0.06% | -48.2% |
| APH | New | AMPHENOL CORP NEWcl a | $246,000 | – | 2,277 | +100.0% | 0.06% | – |
| FTLS | Sell | FIRST TR EXCH TRADED FD IIIlng/sht equity | $247,000 | -17.1% | 5,787 | -20.4% | 0.06% | -25.3% |
| RMT | Sell | ROYCE MICRO-CAP TR INC | $246,000 | -6.8% | 28,759 | -12.4% | 0.06% | -16.4% |
| ZTS | New | ZOETIS INCcl a | $246,000 | – | 1,862 | +100.0% | 0.06% | – |
| LH | LABORATORY CORP AMER HLDGS | $246,000 | +0.8% | 1,454 | 0.0% | 0.06% | -9.7% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $247,000 | +7.4% | 1,038 | +1.0% | 0.06% | -3.4% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $243,000 | +14.6% | 2,725 | +5.2% | 0.06% | +3.8% |
| FUND | SPROTT FOCUS TR INC | $242,000 | +9.0% | 32,888 | 0.0% | 0.06% | -1.8% | |
| KBE | SPDR SERIES TRUSTs&p bk etf | $243,000 | +9.5% | 5,148 | 0.0% | 0.06% | -1.8% | |
| APTV | Sell | APTIV PLC | $245,000 | -14.3% | 2,577 | -21.4% | 0.06% | -23.6% |
| CGNX | COGNEX CORP | $239,000 | +13.8% | 4,266 | 0.0% | 0.05% | +1.9% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $240,000 | +9.6% | 1,141 | +0.1% | 0.05% | -1.8% |
| FXI | ISHARES TRchina lg-cap etf | $239,000 | +9.6% | 5,470 | 0.0% | 0.05% | -1.8% | |
| SRE | Buy | SEMPRA ENERGY | $239,000 | +3.0% | 1,575 | +0.1% | 0.05% | -6.9% |
| DHS | WISDOMTREE TRus high dividend | $236,000 | +3.1% | 3,073 | 0.0% | 0.05% | -8.6% | |
| UHAL | New | AMERCO | $233,000 | – | 619 | +100.0% | 0.05% | – |
| HYGV | New | FLEXSHARES TRhig yld vl etf | $233,000 | – | 4,797 | +100.0% | 0.05% | – |
| PM | Sell | PHILIP MORRIS INTL INC | $230,000 | +11.7% | 2,705 | -0.0% | 0.05% | 0.0% |
| ETO | EATON VANCE TX ADV GLB DIV O | $227,000 | +2.3% | 8,761 | 0.0% | 0.05% | -8.9% | |
| ENB | New | ENBRIDGE INC | $228,000 | – | 5,735 | +100.0% | 0.05% | – |
| SMLV | New | SPDR SERIES TRUSTssga us smal etf | $227,000 | – | 2,272 | +100.0% | 0.05% | – |
| PSA | PUBLIC STORAGE | $225,000 | -13.1% | 1,056 | 0.0% | 0.05% | -21.5% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $225,000 | +10.3% | 1,049 | -0.9% | 0.05% | 0.0% |
| CHI | Buy | CALAMOS CONV OPP AND INC FDsh ben int | $228,000 | +13.4% | 20,692 | +7.1% | 0.05% | 0.0% |
| XAR | Buy | SPDR SERIES TRUSTaerospace def | $220,000 | +5.3% | 2,018 | +3.1% | 0.05% | -5.7% |
| ESGU | New | ISHARES TResg msci usa etf | $222,000 | – | 3,118 | +100.0% | 0.05% | – |
| FTV | New | FORTIVE CORP | $215,000 | – | 2,810 | +100.0% | 0.05% | – |
| BDJ | BLACKROCK ENHANCED EQT DIV T | $216,000 | +8.0% | 21,756 | 0.0% | 0.05% | -2.0% | |
| BBY | Sell | BEST BUY INC | $216,000 | -15.0% | 2,462 | -33.1% | 0.05% | -23.4% |
| IYT | Buy | ISHARES TRtrans avg etf | $217,000 | +5.3% | 1,109 | +0.5% | 0.05% | -5.8% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $211,000 | – | 3,314 | +100.0% | 0.05% | – |
| TSN | New | TYSON FOODS INCcl a | $211,000 | – | 2,317 | +100.0% | 0.05% | – |
| WCN | Buy | WASTE CONNECTIONS INC | $210,000 | 0.0% | 2,309 | +1.2% | 0.05% | -11.3% |
| FFA | FIRST TR ENHANCED EQTY INC F | $208,000 | +8.9% | 12,069 | 0.0% | 0.05% | -2.1% | |
| XSLV | New | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $210,000 | – | 4,132 | +100.0% | 0.05% | – |
| NTR | Sell | NUTRIEN LTD | $209,000 | -22.9% | 4,354 | -19.7% | 0.05% | -30.9% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $203,000 | – | 1,700 | +100.0% | 0.05% | – |
| WELL | Buy | WELLTOWER INC | $204,000 | -5.6% | 2,490 | +4.4% | 0.05% | -14.8% |
| PIE | INVESCO EXCHNG TRADED FD TRdwa emerg mkts | $205,000 | +9.0% | 10,721 | 0.0% | 0.05% | -2.1% | |
| ECL | Sell | ECOLAB INC | $205,000 | -6.8% | 1,060 | -4.5% | 0.05% | -16.4% |
| FIS | New | FIDELITY NATL INFORMATION SV | $202,000 | – | 1,449 | +100.0% | 0.05% | – |
| NVO | New | NOVO-NORDISK A Sadr | $201,000 | – | 3,466 | +100.0% | 0.04% | – |
| ROKU | New | ROKU INC | $200,000 | – | 1,492 | +100.0% | 0.04% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $200,000 | – | 2,136 | +100.0% | 0.04% | – |
| DOO | New | WISDOMTREE TRintl div ex finl | $201,000 | – | 4,723 | +100.0% | 0.04% | – |
| EWW | Sell | ISHARES INCmsci mexico etf | $189,000 | -18.5% | 4,191 | -22.7% | 0.04% | -25.9% |
| IYR | New | ISHARES TRu.s. real es etf | $192,000 | – | 2,067 | +100.0% | 0.04% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $190,000 | – | 3,276 | +100.0% | 0.04% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $189,000 | – | 917 | +100.0% | 0.04% | – |
| RESP | New | WISDOMTREE TRus total mrkt fd | $185,000 | – | 5,019 | +100.0% | 0.04% | – |
| GGT | GABELLI MULTIMEDIA TR INC | $179,000 | -1.6% | 22,353 | 0.0% | 0.04% | -13.0% | |
| MUNI | New | PIMCO ETF TRinter mun bd act | $171,000 | – | 3,100 | +100.0% | 0.04% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $171,000 | – | 1,615 | +100.0% | 0.04% | – |
| SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $169,000 | – | 5,177 | +100.0% | 0.04% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $167,000 | – | 2,300 | +100.0% | 0.04% | – |
| BBX | Buy | BBX CAP CORP NEWcl a | $170,000 | +2.4% | 35,594 | +0.3% | 0.04% | -9.5% |
| EES | New | WISDOMTREE TRus smallcap fund | $166,000 | – | 4,325 | +100.0% | 0.04% | – |
| DWM | New | WISDOMTREE TRintl equity fd | $157,000 | – | 2,930 | +100.0% | 0.04% | – |
| RFI | Sell | COHEN & STEERS TOTAL RETURN | $155,000 | -6.1% | 10,717 | -3.8% | 0.04% | -16.7% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $152,000 | – | 916 | +100.0% | 0.03% | – |
| NAVI | Sell | NAVIENT CORPORATION | $149,000 | +1.4% | 10,906 | -4.8% | 0.03% | -8.1% |
| BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $149,000 | -27.3% | 1,713 | -26.4% | 0.03% | -34.6% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $151,000 | – | 1,103 | +100.0% | 0.03% | – |
| ONEV | New | SPDR SERIES TRUSTrussell low vol | $146,000 | – | 1,697 | +100.0% | 0.03% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $144,000 | – | 725 | +100.0% | 0.03% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $145,000 | – | 5,053 | +100.0% | 0.03% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $144,000 | – | 4,295 | +100.0% | 0.03% | – |
| AGZD | New | WISDOMTREE TRintrst rate hdge | $139,000 | – | 2,900 | +100.0% | 0.03% | – |
| ITA | New | ISHARES TRus aer def etf | $138,000 | – | 622 | +100.0% | 0.03% | – |
| ET | Sell | ENERGY TRANSFER LP | $136,000 | -18.1% | 10,563 | -16.9% | 0.03% | -26.2% |
| PIZ | New | INVESCO EXCHNG TRADED FD TRdwa dev mkts | $139,000 | – | 4,843 | +100.0% | 0.03% | – |
| ETY | Sell | EATON VANCE TX MGD DIV EQ IN | $132,000 | -5.0% | 10,550 | -9.9% | 0.03% | -14.3% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE | $135,000 | +4.7% | 12,026 | +5.9% | 0.03% | -9.1% |
| HYG | New | ISHARES TRiboxx hi yd etf | $134,000 | – | 1,526 | +100.0% | 0.03% | – |
| JQC | Sell | NUVEEN CR STRATEGIES INCM FD | $127,000 | -20.1% | 16,574 | -22.1% | 0.03% | -27.5% |
| IYY | New | ISHARES TRdow jones us etf | $125,000 | – | 784 | +100.0% | 0.03% | – |
| NCV | Sell | ALLIANZGI CONV INCOME FD | $125,000 | -3.8% | 21,695 | -6.1% | 0.03% | -15.2% |
| IWR | New | ISHARES TRrus mid cap etf | $125,000 | – | 2,104 | +100.0% | 0.03% | – |
| CRF | Buy | CORNERSTONE TOTAL RTRN FD IN | $118,000 | +6.3% | 10,697 | +5.9% | 0.03% | -3.6% |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $118,000 | – | 3,380 | +100.0% | 0.03% | – |
| PPH | New | VANECK VECTORS ETF TRUSTpharmaceutical | $120,000 | – | 1,875 | +100.0% | 0.03% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $116,000 | – | 1,650 | +100.0% | 0.03% | – |
| IWB | New | ISHARES TRrus 1000 etf | $114,000 | – | 639 | +100.0% | 0.03% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $109,000 | – | 2,252 | +100.0% | 0.02% | – |
| SPIP | New | SPDR SERIES TRUSTportfli tips etf | $111,000 | – | 3,885 | +100.0% | 0.02% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $112,000 | – | 1,452 | +100.0% | 0.02% | – |
| DWTR | New | INVESCO EXCHNG TRADED FD TRdwa tactcl sct | $110,000 | – | 3,367 | +100.0% | 0.02% | – |
| EVF | EATON VANCE SR INCOME TRsh ben int | $112,000 | +4.7% | 17,500 | 0.0% | 0.02% | -7.4% | |
| IYG | New | ISHARES TRu.s. fin svc etf | $112,000 | – | 738 | +100.0% | 0.02% | – |
| DWAS | New | INVESCO EXCHNG TRADED FD TRdwa smlcp ment | $107,000 | – | 1,875 | +100.0% | 0.02% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $108,000 | – | 486 | +100.0% | 0.02% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $108,000 | – | 1,184 | +100.0% | 0.02% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $102,000 | – | 630 | +100.0% | 0.02% | – |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $104,000 | – | 1,555 | +100.0% | 0.02% | – |
| VNM | New | VANECK VECTORS ETF TRUSTvietnam etf | $101,000 | – | 6,314 | +100.0% | 0.02% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $97,000 | – | 1,850 | +100.0% | 0.02% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $96,000 | – | 11,980 | +100.0% | 0.02% | – |
| PSK | New | SPDR SERIES TRUSTwells fg pfd etf | $92,000 | – | 2,085 | +100.0% | 0.02% | – |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $94,000 | – | 3,063 | +100.0% | 0.02% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $93,000 | – | 1,108 | +100.0% | 0.02% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $92,000 | – | 3,657 | +100.0% | 0.02% | – |
| SPLB | New | SPDR SERIES TRUSTportfolio ln cor | $88,000 | – | 2,906 | +100.0% | 0.02% | – |
| OIH | Sell | VANECK VECTORS ETF TRUSToil svcs etf | $89,000 | -46.1% | 6,741 | -52.0% | 0.02% | -52.4% |
| DB | Buy | DEUTSCHE BANK AGnamen akt | $90,000 | +7.1% | 11,578 | +3.1% | 0.02% | -4.8% |
| EMB | New | ISHARES TRjpmorgan usd emg | $82,000 | – | 714 | +100.0% | 0.02% | – |
| DEW | New | WISDOMTREE TRglb high div fd | $84,000 | – | 1,737 | +100.0% | 0.02% | – |
| ITB | New | ISHARES TRus home cons etf | $79,000 | – | 1,780 | +100.0% | 0.02% | – |
| DGRO | New | ISHARES TRcore div grwth | $75,000 | – | 1,777 | +100.0% | 0.02% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $74,000 | – | 3,412 | +100.0% | 0.02% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $76,000 | – | 688 | +100.0% | 0.02% | – |
| IHF | New | ISHARES TRus hlthcr pr etf | $74,000 | – | 370 | +100.0% | 0.02% | – |
| GAB | GABELLI EQUITY TR INC | $76,000 | +2.7% | 12,404 | 0.0% | 0.02% | -10.5% | |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $77,000 | – | 2,112 | +100.0% | 0.02% | – |
| DRW | New | WISDOMTREE TRglb ex us rl est | $72,000 | – | 2,282 | +100.0% | 0.02% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $72,000 | – | 2,500 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $70,000 | – | 870 | +100.0% | 0.02% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $67,000 | – | 380 | +100.0% | 0.02% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $65,000 | – | 1,213 | +100.0% | 0.02% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $67,000 | – | 1,601 | +100.0% | 0.02% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $60,000 | – | 1,087 | +100.0% | 0.01% | – |
| IGV | New | ISHARES TRexpanded tech | $64,000 | – | 274 | +100.0% | 0.01% | – |
| DTH | New | WISDOMTREE TRitl high div fd | $62,000 | – | 1,480 | +100.0% | 0.01% | – |
| CQQQ | New | INVESCO EXCHNG TRADED FD TRchina technlgy | $63,000 | – | 1,200 | +100.0% | 0.01% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $61,000 | – | 796 | +100.0% | 0.01% | – |
| SPYX | New | SPDR SERIES TRUSTspdr s&p 500 etf | $60,000 | – | 757 | +100.0% | 0.01% | – |
| ESGD | New | ISHARES TResg msci eafe | $58,000 | – | 845 | +100.0% | 0.01% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $58,000 | – | 456 | +100.0% | 0.01% | – |
| EWA | New | ISHARES INCmsci aust etf | $57,000 | – | 2,516 | +100.0% | 0.01% | – |
| AXJL | New | WISDOMTREE TRasia pac exjp fd | $59,000 | – | 846 | +100.0% | 0.01% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $59,000 | – | 1,250 | +100.0% | 0.01% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $57,000 | – | 1,351 | +100.0% | 0.01% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $52,000 | – | 340 | +100.0% | 0.01% | – |
| EUFN | New | ISHARES TRmsci euro fl etf | $55,000 | – | 2,833 | +100.0% | 0.01% | – |
| DDWM | New | WISDOMTREE TRcurrncy int eq | $50,000 | – | 1,667 | +100.0% | 0.01% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $49,000 | – | 583 | +100.0% | 0.01% | – |
| PXQ | New | INVESCO EXCHANGE TRADED FD Tdynmc netwrng | $43,000 | – | 700 | +100.0% | 0.01% | – |
| ONEO | New | SPDR SERIES TRUSTrussell momentum | $46,000 | – | 591 | +100.0% | 0.01% | – |
| SYV | New | SSGA ACTIVE ETF TRmfs sys val eq | $45,000 | – | 625 | +100.0% | 0.01% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $45,000 | – | 966 | +100.0% | 0.01% | – |
| IXN | New | ISHARES TRglobal tech etf | $38,000 | – | 181 | +100.0% | 0.01% | – |
| QSY | New | WISDOMTREE TRus qlt shrhd yld | $38,000 | – | 400 | +100.0% | 0.01% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $40,000 | – | 366 | +100.0% | 0.01% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $40,000 | – | 400 | +100.0% | 0.01% | – |
| DISCK | New | DISCOVERY INC | $38,000 | – | 1,257 | +100.0% | 0.01% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $40,000 | – | 400 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $37,000 | – | 807 | +100.0% | 0.01% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $34,000 | – | 171 | +100.0% | 0.01% | – |
| EQWL | New | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $37,000 | – | 600 | +100.0% | 0.01% | – |
| XPH | New | SPDR SERIES TRUSTs&p pharmac | $34,000 | – | 741 | +100.0% | 0.01% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $35,000 | – | 254 | +100.0% | 0.01% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $34,000 | – | 3,302 | +100.0% | 0.01% | – |
| BAB | New | INVESCO EXCHNG TRADED FD TRtaxable mun bd | $35,000 | – | 1,110 | +100.0% | 0.01% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $37,000 | – | 248 | +100.0% | 0.01% | – |
| PIO | New | INVESCO EXCHNG TRADED FD TRglobal water | $37,000 | – | 1,200 | +100.0% | 0.01% | – |
| RWK | New | INVESCO EXCHNG TRADED FD TRs&p mdcp 400 rev | $37,000 | – | 575 | +100.0% | 0.01% | – |
| CGW | New | INVESCO EXCHNG TRADED FD TRs&p gbl water | $34,000 | – | 835 | +100.0% | 0.01% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $37,000 | – | 273 | +100.0% | 0.01% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $34,000 | – | 1,235 | +100.0% | 0.01% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $30,000 | – | 484 | +100.0% | 0.01% | – |
| PKB | New | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $32,000 | – | 978 | +100.0% | 0.01% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $29,000 | – | 241 | +100.0% | 0.01% | – |
| RWJ | New | INVESCO EXCHNG TRADED FD TRs&p smallcap 600 | $32,000 | – | 465 | +100.0% | 0.01% | – |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $25,000 | – | 721 | +100.0% | 0.01% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $25,000 | – | 246 | +100.0% | 0.01% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $25,000 | – | 349 | +100.0% | 0.01% | – |
| XTL | New | SPDR SERIES TRUST | $26,000 | – | 370 | +100.0% | 0.01% | – |
| IDV | New | ISHARES TRintl sel div etf | $25,000 | – | 745 | +100.0% | 0.01% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $26,000 | – | 560 | +100.0% | 0.01% | – |
| ICF | New | ISHARES TRcohen steer reit | $26,000 | – | 225 | +100.0% | 0.01% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $27,000 | – | 574 | +100.0% | 0.01% | – |
| FM | New | ISHARES INCmsci frntr100etf | $27,000 | – | 903 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $26,000 | – | 120 | +100.0% | 0.01% | – |
| IWM | New | ISHARES TRcall | $26,000 | – | 16,600 | +100.0% | 0.01% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $26,000 | – | 2,015 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $25,000 | – | 664 | +100.0% | 0.01% | – |
| XOP | New | SPDR SERIES TRUSTs&p oilgas exp | $21,000 | – | 901 | +100.0% | 0.01% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $24,000 | – | 375 | +100.0% | 0.01% | – |
| IXP | New | ISHARES TR | $23,000 | – | 380 | +100.0% | 0.01% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $21,000 | – | 632 | +100.0% | 0.01% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $23,000 | – | 302 | +100.0% | 0.01% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $23,000 | – | 1,000 | +100.0% | 0.01% | – |
| DFE | New | WISDOMTREE TReurope smcp dv | $22,000 | – | 343 | +100.0% | 0.01% | – |
| EFV | New | ISHARES TReafe value etf | $21,000 | – | 412 | +100.0% | 0.01% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $21,000 | – | 300 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRcall | $16,000 | – | 9,600 | +100.0% | 0.00% | – |
| SPHD | New | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $17,000 | – | 380 | +100.0% | 0.00% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $16,000 | – | 100 | +100.0% | 0.00% | – |
| DROPCAR INC | $17,000 | +21.4% | 19,169 | 0.0% | 0.00% | 0.0% | ||
| GHYG | New | ISHARES INCus intl hgh yld | $19,000 | – | 385 | +100.0% | 0.00% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $17,000 | – | 173 | +100.0% | 0.00% | – |
| EZA | New | ISHARES INCmsci sth afr etf | $17,000 | – | 346 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FD INClong term bond | $19,000 | – | 193 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $17,000 | – | 310 | +100.0% | 0.00% | – |
| EWM | New | ISHARES INCmsci mly etf new | $16,000 | – | 556 | +100.0% | 0.00% | – |
| VYMI | New | VANGUARD WHITEHALL FDS INCintl high etf | $17,000 | – | 261 | +100.0% | 0.00% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $17,000 | – | 315 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $19,000 | – | 300 | +100.0% | 0.00% | – |
| PZA | New | INVESCO EXCHNG TRADED FD TRnatl amt muni | $19,000 | – | 734 | +100.0% | 0.00% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $16,000 | – | 245 | +100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $14,000 | – | 107 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TRcore msci eafe | $15,000 | – | 234 | +100.0% | 0.00% | – |
| XITK | New | SPDR SERIES TRUSTfactst inv etf | $12,000 | – | 105 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $12,000 | – | 159 | +100.0% | 0.00% | – |
| ILCV | New | ISHARES TRmrngstr lg-cp vl | $12,000 | – | 102 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $12,000 | – | 194 | +100.0% | 0.00% | – |
| ESGE | New | ISHARES INCesg msci em etf | $12,000 | – | 342 | +100.0% | 0.00% | – |
| DIM | New | WISDOMTREE TRintl midcap dv | $13,000 | – | 205 | +100.0% | 0.00% | – |
| PEZ | New | INVESCO EXCHANGE TRADED FD Tdwa cyclicals | $12,000 | – | 220 | +100.0% | 0.00% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $15,000 | – | 160 | +100.0% | 0.00% | – |
| PBS | New | INVESCO EXCHANGE TRADED FD Tdynmc media | $12,000 | – | 340 | +100.0% | 0.00% | – |
| TUSA | New | FIRST TR EXCHANGE TRADED FDetf | $14,000 | – | 400 | +100.0% | 0.00% | – |
| EWU | New | ISHARES TRmsci uk etf new | $13,000 | – | 370 | +100.0% | 0.00% | – |
| DNL | New | WISDOMTREE TRglb us qtly div | $13,000 | – | 190 | +100.0% | 0.00% | – |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $14,000 | – | 300 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $15,000 | – | 71 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| KBWD | New | INVESCO EXCHNG TRADED FD TRkbw hig dv yld | $10,000 | – | 450 | +100.0% | 0.00% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $7,000 | – | 128 | +100.0% | 0.00% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $11,000 | – | 285 | +100.0% | 0.00% | – |
| CMBS | New | ISHARES TRcmbs etf | $10,000 | – | 189 | +100.0% | 0.00% | – |
| PTF | New | INVESCO EXCHANGE TRADED FD Tdwa technology | $8,000 | – | 100 | +100.0% | 0.00% | – |
| PUI | New | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $10,000 | – | 297 | +100.0% | 0.00% | – |
| USIG | New | ISHARES TRusd inv grde etf | $7,000 | – | 118 | +100.0% | 0.00% | – |
| BACPRL | New | BANK AMER CORP7.25%cnv pfd l | $10,000 | – | 7 | +100.0% | 0.00% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $8,000 | – | 320 | +100.0% | 0.00% | – |
| DFJ | New | WISDOMTREE TRjp smallcp div | $8,000 | – | 115 | +100.0% | 0.00% | – |
| GDX | New | VANECK VECTORS ETF TRUSTgold miners etf | $10,000 | – | 330 | +100.0% | 0.00% | – |
| IWC | New | ISHARES TRmicro-cap etf | $7,000 | – | 67 | +100.0% | 0.00% | – |
| EWP | New | ISHARES INCmsci spain etf | $9,000 | – | 300 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK VECTORS ETF TRUSTjr gold miners e | $10,000 | – | 245 | +100.0% | 0.00% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $9,000 | – | 64 | +100.0% | 0.00% | – |
| ELD | New | WISDOMTREE TRem lcl debt fd | $8,000 | – | 231 | +100.0% | 0.00% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $8,000 | – | 120 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $9,000 | – | 87 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $7,000 | – | 129 | +100.0% | 0.00% | – |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $8,000 | – | 180 | +100.0% | 0.00% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $11,000 | – | 460 | +100.0% | 0.00% | – |
| VIGI | New | VANGUARD WHITEHALL FDS INCintl dvd etf | $7,000 | – | 100 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| OEF | New | ISHARES TRs&p 100 etf | $9,000 | – | 62 | +100.0% | 0.00% | – |
| IEUR | New | ISHARES TRcore msci euro | $10,000 | – | 200 | +100.0% | 0.00% | – |
| QUS | New | SPDR SERIES TRUSTmsci usa strtgic | $10,000 | – | 110 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $6,000 | – | 200 | +100.0% | 0.00% | – |
| IYJ | New | ISHARES TRus industrials | $3,000 | – | 20 | +100.0% | 0.00% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| DDM | New | PROSHARES TR | $5,000 | – | 91 | +100.0% | 0.00% | – |
| IOO | New | ISHARES TRglobal 100 etf | $4,000 | – | 79 | +100.0% | 0.00% | – |
| XME | New | SPDR SERIES TRUSTs&p metals mng | $5,000 | – | 185 | +100.0% | 0.00% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $3,000 | – | 51 | +100.0% | 0.00% | – |
| EDOG | New | ALPS ETF TRem sect div dg | $4,000 | – | 200 | +100.0% | 0.00% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $4,000 | – | 37 | +100.0% | 0.00% | – |
| BIL | New | SPDR SERIES TRUSTspdr bloomberg | $6,000 | – | 65 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $4,000 | – | 63 | +100.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | – | 133 | +100.0% | 0.00% | – |
| RWW | New | INVESCO EXCHNG TRADED FD TRs&p fincial reve | $5,000 | – | 65 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $4,000 | – | 30 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $5,000 | – | 158 | +100.0% | 0.00% | – |
| PHB | New | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $5,000 | – | 256 | +100.0% | 0.00% | – |
| HAO | New | INVESCO EXCHNG TRADED FD TRchina small cp | $6,000 | – | 219 | +100.0% | 0.00% | – |
| PSL | New | INVESCO EXCHANGE TRADED FD Tdwa staples | $5,000 | – | 72 | +100.0% | 0.00% | – |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $4,000 | – | 45 | +100.0% | 0.00% | – |
| RSX | New | VANECK VECTORS ETF TRUSTrussia etf | $6,000 | – | 230 | +100.0% | 0.00% | – |
| PBJ | New | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $5,000 | – | 151 | +100.0% | 0.00% | – |
| PGJ | New | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $3,000 | – | 75 | +100.0% | 0.00% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $5,000 | – | 38 | +100.0% | 0.00% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $5,000 | – | 75 | +100.0% | 0.00% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $6,000 | – | 122 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $6,000 | – | 100 | +100.0% | 0.00% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $5,000 | – | 27 | +100.0% | 0.00% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $4,000 | – | 67 | +100.0% | 0.00% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $3,000 | – | 50 | +100.0% | 0.00% | – |
| GOVT | New | ISHARES TRus treas bd etf | $3,000 | – | 133 | +100.0% | 0.00% | – |
| New | DANAHER CORPORATIONdbcv 1/2 | $6,000 | – | 1,000 | +100.0% | 0.00% | – | |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $6,000 | – | 118 | +100.0% | 0.00% | – |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $6,000 | – | 161 | +100.0% | 0.00% | – |
| LENB | New | LENNAR CORPcl b | $6,000 | – | 144 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $2,000 | – | 112 | +100.0% | 0.00% | – |
| ENZL | New | ISHARES TRnew zealand etf | $0 | – | 7 | +100.0% | 0.00% | – |
| EWI | New | ISHARES INCmsci italy etf | $0 | – | 10 | +100.0% | 0.00% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $1,000 | – | 32 | +100.0% | 0.00% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $0 | – | 3 | +100.0% | 0.00% | – |
| DWFI | New | SPDR SERIES TRUSTdorsey wrgt fi | $1,000 | – | 59 | +100.0% | 0.00% | – |
| CRBN | New | ISHARES TRmsci lw crb tg | $1,000 | – | 11 | +100.0% | 0.00% | – |
| HDG | New | PROSHARES TRhd replication | $1,000 | – | 29 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRput | $1,000 | – | 6,600 | +100.0% | 0.00% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,000 | – | 33 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $0 | – | 7 | +100.0% | 0.00% | – |
| SPTI | New | SPDR SERIES TRUSTportfli intrmdit | $2,000 | – | 50 | +100.0% | 0.00% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $2,000 | – | 7 | +100.0% | 0.00% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $2,000 | – | 38 | +100.0% | 0.00% | – |
| EPOL | New | ISHARES TRmsci poland etf | $0 | – | 11 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $2,000 | – | 71 | +100.0% | 0.00% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $0 | – | 4 | +100.0% | 0.00% | – |
| HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $0 | – | 4 | +100.0% | 0.00% | – |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $0 | – | 14 | +100.0% | 0.00% | – |
| IAK | New | ISHARES TRu.s. insrnce etf | $0 | – | 4 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $0 | – | 12,000 | +100.0% | 0.00% | – |
| GURU | New | GLOBAL X FDSglb x guru index | $0 | – | 11 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $1,000 | – | 40 | +100.0% | 0.00% | – |
| MLN | New | VANECK VECTORS ETF TRUSTamt free long mu | $0 | – | 23 | +100.0% | 0.00% | – |
| FLTR | New | VANECK VECTORS ETF TRUSTinvt grade fltg | $0 | – | 6 | +100.0% | 0.00% | – |
| IHY | New | VANECK VECTORS ETF TRUSTintl high yield | $0 | – | 8 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| VRP | New | INVESCO EXCHNG TRADED FD TRvar rate pfd | $1,000 | – | 21 | +100.0% | 0.00% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IYLD | New | ISHARES TRmrngstr inc etf | $2,000 | – | 86 | +100.0% | 0.00% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $0 | – | 9 | +100.0% | 0.00% | – |
| EWQ | New | ISHARES INCmsci france etf | $2,000 | – | 70 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $1,000 | – | 14 | +100.0% | 0.00% | – |
| EWD | New | ISHARES INCmsci sweden etf | $1,000 | – | 34 | +100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $2,000 | – | 76 | +100.0% | 0.00% | – |
| EWN | New | ISHARES INCmsci netherl etf | $2,000 | – | 46 | +100.0% | 0.00% | – |
| EWS | New | ISHARES INCmsci singpor etf | $0 | – | 12 | +100.0% | 0.00% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $1,000 | – | 12 | +100.0% | 0.00% | – |
| MCN | Exit | MADISON CVRED CALL & EQ STRcall | $0 | – | -44,800 | -100.0% | -0.00% | – |
| Exit | DANAHER CORPORATIONcall | $0 | – | -100,000 | -100.0% | -0.00% | – | |
| RBS | Exit | ROYAL BK SCOTLAND GROUP PLCspons adr 2 ord | $0 | – | -10,265 | -100.0% | -0.01% | – |
| BKT | Exit | BLACKROCK INCOME TR INC | $0 | – | -11,105 | -100.0% | -0.02% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -18,890 | -100.0% | -0.02% | – |
| BGB | Exit | BLACKSTONE GSO STRATEGIC CR | $0 | – | -10,319 | -100.0% | -0.04% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -9,855 | -100.0% | -0.05% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -4,805 | -100.0% | -0.05% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -4,924 | -100.0% | -0.06% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -2,255 | -100.0% | -0.08% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -5,673 | -100.0% | -0.10% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -4,541 | -100.0% | -0.11% | – |
| VIAB | Exit | VIACOM INC NEWcl b | $0 | – | -27,436 | -100.0% | -0.17% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -19,739 | -100.0% | -0.20% | – |
| AABA | Exit | ALTABA INC | $0 | – | -41,560 | -100.0% | -0.20% | – |
| GWR | Exit | GENESEE & WYO INCcl a | $0 | – | -11,807 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-02-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 37 | Q3 2023 | 30.3% |
| SELECT SECTOR SPDR TR | 37 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.0% |
| ISHARES TR | 34 | Q3 2023 | 14.0% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 4.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 2.1% |
| WISDOMTREE TRUST | 32 | Q3 2023 | 3.5% |
View Institute for Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-11-15 |
View Institute for Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.