Institute for Wealth Management, LLC. Q4 2021 holdings

$614 Million is the total value of Institute for Wealth Management, LLC.'s 491 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.0% .

 Value Shares↓ Weighting
AAPL SellAPPLE INC$24,246
+24.8%
136,542
-0.6%
3.95%
+15.8%
NVDA SellNVIDIA CORPORATION$21,971
+41.3%
74,704
-0.5%
3.58%
+31.2%
MSFT SellMICROSOFT CORP$17,755
+18.7%
52,793
-0.5%
2.89%
+10.2%
AMZN BuyAMAZON COM INC$13,054
+2.5%
3,915
+0.9%
2.13%
-4.9%
ADBE BuyADOBE SYSTEMS INCORPORATED$11,398
-0.9%
20,100
+0.6%
1.86%
-8.0%
QQQ SellINVESCO QQQ TRunit ser 1$10,361
+4.0%
26,042
-6.5%
1.69%
-3.5%
SBUX BuySTARBUCKS CORP$9,246
+7.0%
79,045
+0.9%
1.51%
-0.7%
TSLA SellTESLA INC$9,213
+35.8%
8,718
-0.3%
1.50%
+26.1%
FB BuyMETA PLATFORMS INCcl a$7,407
-0.3%
22,023
+0.6%
1.21%
-7.4%
QLD SellPROSHARES TR$7,266
+13.4%
81,624
-7.3%
1.18%
+5.2%
PYPL BuyPAYPAL HLDGS INC$7,126
-27.0%
37,788
+0.8%
1.16%
-32.2%
GOOGL SellALPHABET INCcap stk cl a$6,247
+8.1%
2,156
-0.2%
1.02%
+0.4%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$5,862
+10.0%
35,798
-0.5%
0.96%
+2.1%
TXN BuyTEXAS INSTRS INC$5,728
-1.2%
30,392
+0.7%
0.93%
-8.3%
VUG SellVANGUARD INDEX FDSgrowth etf$5,485
+4.2%
17,091
-5.8%
0.89%
-3.2%
LRCX SellLAM RESEARCH CORP$5,448
+26.1%
7,575
-0.2%
0.89%
+17.2%
PDP SellINVESCO EXCHANGE TRADED FD Tdwa momentum$5,176
+4.7%
54,766
-0.9%
0.84%
-2.9%
QUAL SellISHARES TRmsci usa qlt fct$5,045
-0.2%
34,656
-9.7%
0.82%
-7.3%
SPY SellSPDR S&P 500 ETF TRtr unit$5,042
-0.7%
10,616
-10.3%
0.82%
-7.9%
DIS BuyDISNEY WALT CO$4,986
-6.9%
32,191
+1.7%
0.81%
-13.6%
COST SellCOSTCO WHSL CORP NEW$4,963
+25.1%
8,742
-1.0%
0.81%
+16.2%
XMMO SellINVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$4,679
+6.5%
51,456
-1.5%
0.76%
-1.2%
FTNT SellFORTINET INC$4,312
+21.6%
11,998
-1.2%
0.70%
+12.8%
ESGU BuyISHARES TResg awr msci usa$4,290
+26.1%
39,762
+15.1%
0.70%
+17.1%
BAC SellBK OF AMERICA CORP$4,187
+4.3%
94,108
-0.5%
0.68%
-3.3%
SPYX BuySPDR SER TRspdr s&p 500 etf$4,054
+25.2%
34,445
+13.0%
0.66%
+16.2%
MA BuyMASTERCARD INCORPORATEDcl a$3,788
+5.2%
10,542
+1.8%
0.62%
-2.4%
XLI SellSELECT SECTOR SPDR TRsbi int-inds$3,760
+4.7%
35,532
-3.2%
0.61%
-2.7%
GS BuyGOLDMAN SACHS GROUP INC$3,612
+1.9%
9,442
+0.7%
0.59%
-5.5%
XLK BuySELECT SECTOR SPDR TRtechnology$3,573
+18.4%
20,552
+1.7%
0.58%
+9.8%
BMY BuyBRISTOL-MYERS SQUIBB CO$3,496
+6.2%
56,078
+0.8%
0.57%
-1.4%
AXON SellAXON ENTERPRISE INC$3,338
-10.7%
21,259
-0.5%
0.54%
-17.1%
XLF BuySELECT SECTOR SPDR TRfinancial$3,324
+7.6%
85,126
+3.4%
0.54%0.0%
AMAT BuyAPPLIED MATLS INC$3,228
+25.6%
20,515
+2.7%
0.53%
+16.6%
SSO SellPROSHARES TR$3,199
+21.0%
21,855
-1.0%
0.52%
+12.3%
VGSH SellVANGUARD SCOTTSDALE FDSshort term treas$3,170
-6.3%
52,113
-5.4%
0.52%
-13.1%
PWB SellINVESCO EXCHANGE TRADED FD Tdynmc lrg gwth$3,163
+8.0%
39,161
-1.0%
0.52%
+0.2%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$3,114
+0.3%
10,416
-8.5%
0.51%
-7.0%
NKE SellNIKE INCcl b$3,094
+14.7%
18,565
-0.0%
0.50%
+6.6%
AMGN BuyAMGEN INC$3,088
+7.3%
13,724
+1.4%
0.50%
-0.4%
PWC SellINVESCO EXCHANGE TRADED FD Tdynmc mkt etf$3,068
+5.9%
24,416
-0.1%
0.50%
-1.6%
V BuyVISA INC$3,072
-1.3%
14,177
+1.4%
0.50%
-8.6%
SQ BuyBLOCK INCcl a$3,041
-30.3%
18,830
+3.5%
0.50%
-35.3%
ABBV BuyABBVIE INC$3,020
+25.6%
22,305
+0.1%
0.49%
+16.6%
BA BuyBOEING CO$2,884
-6.4%
14,323
+2.2%
0.47%
-13.1%
UPS BuyUNITED PARCEL SERVICE INCcl b$2,868
+18.0%
13,380
+0.3%
0.47%
+9.6%
MTN BuyVAIL RESORTS INC$2,837
-0.2%
8,651
+1.7%
0.46%
-7.4%
CSX SellCSX CORP$2,790
+26.3%
74,196
-0.1%
0.46%
+17.3%
SHV BuyISHARES TRshort treas bd$2,791
+1.0%
25,280
+1.1%
0.46%
-6.2%
LOW SellLOWES COS INC$2,764
+26.4%
10,692
-0.8%
0.45%
+17.2%
GOOG BuyALPHABET INCcap stk cl c$2,718
+10.2%
939
+1.5%
0.44%
+2.3%
URI SellUNITED RENTALS INC$2,663
-5.4%
8,016
-0.0%
0.43%
-12.1%
QCOM BuyQUALCOMM INC$2,625
+42.6%
14,353
+0.6%
0.43%
+32.5%
HD BuyHOME DEPOT INC$2,630
+26.5%
6,336
+0.1%
0.43%
+17.3%
FDX BuyFEDEX CORP$2,618
+18.4%
10,122
+0.4%
0.43%
+10.1%
JPM SellJPMORGAN CHASE & CO$2,602
-3.5%
16,430
-0.2%
0.42%
-10.4%
IWV  ISHARES TRrussell 3000 etf$2,598
+8.9%
9,3630.0%0.42%
+1.0%
CRM BuySALESFORCE COM INC$2,447
-2.2%
9,630
+4.4%
0.40%
-9.1%
EEM BuyISHARES TRmsci emg mkt etf$2,438
+0.8%
49,917
+3.9%
0.40%
-6.6%
IVW BuyISHARES TRs&p 500 grwt etf$2,414
+23.8%
28,855
+9.4%
0.39%
+14.9%
NFLX BuyNETFLIX INC$2,385
-1.3%
3,959
+0.0%
0.39%
-8.3%
PRF SellINVESCO EXCHANGE TRADED FD Tftse rafi 1000$2,355
+8.2%
13,713
-0.2%
0.38%
+0.5%
XLG  INVESCO EXCHANGE TRADED FD Ts&p 500 top 50$2,298
+11.8%
6,2260.0%0.37%
+3.6%
BX SellBLACKSTONE INC$2,274
+11.2%
17,572
-0.0%
0.37%
+3.1%
GM BuyGENERAL MTRS CO$2,192
+11.5%
37,395
+0.3%
0.36%
+3.5%
CME BuyCME GROUP INC$2,157
+22.2%
9,440
+3.4%
0.35%
+13.2%
IEV BuyISHARES TReurope etf$2,156
+9.3%
39,636
+4.7%
0.35%
+1.4%
VEA SellVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$2,115
-5.6%
41,415
-6.7%
0.34%
-12.2%
HIG  HARTFORD FINL SVCS GROUP INC$2,119
-1.7%
30,6850.0%0.34%
-8.7%
DSI BuyISHARES TRmsci kld400 soc$2,099
+26.0%
22,586
+12.8%
0.34%
+17.1%
NOW SellSERVICENOW INC$2,101
+3.4%
3,236
-0.8%
0.34%
-3.9%
CP NewCANADIAN PAC RY LTD$2,04028,359
+100.0%
0.33%
PFE SellPFIZER INC$2,035
+36.5%
34,459
-0.6%
0.33%
+26.7%
VNQ SellVANGUARD INDEX FDSreal estate etf$2,019
+5.9%
17,405
-7.1%
0.33%
-1.8%
IWM BuyISHARES TRrussell 2000 etf$1,971
+78.2%
8,859
+75.2%
0.32%
+65.5%
MVV  PROSHARES TR$1,955
+15.2%
27,6500.0%0.32%
+7.0%
AMD SellADVANCED MICRO DEVICES INC$1,943
+38.3%
13,501
-1.1%
0.32%
+28.3%
LLY SellLILLY ELI & CO$1,942
+18.7%
7,032
-0.7%
0.32%
+10.1%
XLNX SellXILINX INC$1,934
+37.1%
9,122
-2.4%
0.32%
+27.0%
IVV SellISHARES TRcore s&p500 etf$1,836
+6.6%
3,850
-3.8%
0.30%
-1.0%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$1,808
-9.8%
21,331
-9.1%
0.30%
-16.2%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$1,803
+9.5%
40.0%0.29%
+1.7%
ORCL SellORACLE CORP$1,763
-0.2%
20,210
-0.3%
0.29%
-7.4%
JNJ BuyJOHNSON & JOHNSON$1,762
+6.2%
10,302
+0.3%
0.29%
-1.4%
MS SellMORGAN STANLEY$1,758
+0.2%
17,905
-0.7%
0.29%
-7.1%
CMCSA SellCOMCAST CORP NEWcl a$1,733
-10.3%
34,442
-0.3%
0.28%
-16.8%
UWM SellPROSHARES TR$1,680
+2.4%
30,261
-0.3%
0.27%
-4.9%
AXP SellAMERICAN EXPRESS CO$1,662
-3.2%
10,162
-0.8%
0.27%
-10.0%
AVGO BuyBROADCOM INC$1,656
+38.9%
2,489
+1.2%
0.27%
+29.2%
VHT SellVANGUARD WORLD FDShealth car etf$1,660
+3.6%
6,231
-3.8%
0.27%
-3.9%
C BuyCITIGROUP INC$1,649
-10.3%
27,310
+4.3%
0.27%
-16.7%
PANW SellPALO ALTO NETWORKS INC$1,639
+15.9%
2,944
-0.3%
0.27%
+7.7%
IHI BuyISHARES TRu.s. med dvc etf$1,639
+11.1%
24,894
+5.9%
0.27%
+3.1%
PFM  INVESCO EXCHANGE TRADED FD Tdivid achievev$1,625
+10.5%
40,9100.0%0.26%
+2.7%
SPHQ  INVESCO EXCHANGE TRADED FD Ts&p500 quality$1,622
+9.6%
30,4900.0%0.26%
+1.5%
ABT BuyABBOTT LABS$1,601
+23.6%
11,379
+3.8%
0.26%
+15.0%
RTX BuyRAYTHEON TECHNOLOGIES CORP$1,592
+0.4%
18,498
+0.3%
0.26%
-6.8%
WM BuyWASTE MGMT INC DEL$1,583
+16.1%
9,483
+3.9%
0.26%
+7.9%
VGT SellVANGUARD WORLD FDSinf tech etf$1,580
+6.5%
3,449
-6.7%
0.26%
-1.2%
DE BuyDEERE & CO$1,577
+7.9%
4,600
+5.5%
0.26%
+0.4%
CSCO SellCISCO SYS INC$1,570
+15.3%
24,780
-1.0%
0.26%
+7.1%
UNP SellUNION PAC CORP$1,571
+26.4%
6,234
-1.7%
0.26%
+17.4%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$1,546
-35.2%
31,251
-34.4%
0.25%
-39.7%
XHB SellSPDR SER TRs&p homebuild$1,543
+19.1%
17,984
-0.4%
0.25%
+10.6%
PBE  INVESCO EXCHANGE TRADED FD Tdynmc biotech$1,533
-4.8%
21,5220.0%0.25%
-11.7%
EFAX BuySPDR INDEX SHS FDSmsci eafe fs etf$1,530
+17.5%
18,231
+15.7%
0.25%
+8.7%
TWTR BuyTWITTER INC$1,528
-26.7%
35,350
+2.3%
0.25%
-32.0%
UNH BuyUNITEDHEALTH GROUP INC$1,509
+29.0%
3,004
+0.3%
0.25%
+20.0%
BBH BuyVANECK ETF TRUSTbiotech etf$1,501
-1.3%
7,929
+5.4%
0.24%
-8.2%
CSGP SellCOSTAR GROUP INC$1,500
-8.3%
18,983
-0.1%
0.24%
-15.0%
NULG BuyNUSHARES ETF TRnuveen esg lrgcp$1,452
+43.9%
21,179
+37.4%
0.24%
+33.9%
ANTM  ANTHEM INC$1,435
+24.4%
3,0960.0%0.23%
+15.3%
F SellFORD MTR CO DEL$1,383
+46.5%
66,610
-0.0%
0.22%
+35.5%
XLE BuySELECT SECTOR SPDR TRenergy$1,377
+15.8%
24,816
+8.7%
0.22%
+7.2%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$1,372
+20.8%
16,882
+22.4%
0.22%
+12.6%
MRVL SellMARVELL TECHNOLOGY INC$1,342
+43.1%
15,334
-1.4%
0.22%
+32.7%
VPL SellVANGUARD INTL EQUITY INDEX Fftse pacific etf$1,340
-9.5%
17,172
-6.0%
0.22%
-16.2%
SMH SellVANECK ETF TRUSTsemiconductr etf$1,340
+19.5%
4,338
-0.8%
0.22%
+10.7%
VIACP NewVIACOMCBS INC5.75% conv pfd a$1,32926,470
+100.0%
0.22%
GSY BuyINVESCO ACTIVELY MANAGED ETFultra shrt dur$1,311
+26.3%
26,060
+26.7%
0.21%
+17.6%
XLY BuySELECT SECTOR SPDR TRsbi cons discr$1,311
+16.7%
6,413
+2.5%
0.21%
+8.6%
VIAC BuyVIACOMCBS INCcl b$1,304
-21.9%
43,213
+2.2%
0.21%
-27.6%
HON SellHONEYWELL INTL INC$1,275
-4.0%
6,115
-2.2%
0.21%
-10.7%
TTD SellTHE TRADE DESK INC$1,278
+29.1%
13,947
-0.9%
0.21%
+19.5%
AGG BuyISHARES TRcore us aggbd et$1,273
+2.7%
11,158
+3.4%
0.21%
-4.6%
VFH SellVANGUARD WORLD FDSfinancials etf$1,268
-0.5%
13,127
-4.6%
0.21%
-7.6%
SHW BuySHERWIN WILLIAMS CO$1,270
+30.1%
3,606
+3.3%
0.21%
+21.1%
ETN BuyEATON CORP PLC$1,266
+16.0%
7,325
+0.3%
0.21%
+7.9%
CET SellCENTRAL SECS CORP$1,242
+2.8%
27,869
-2.5%
0.20%
-4.7%
EWJ SellISHARES INCmsci jpn etf new$1,234
-5.1%
18,433
-0.4%
0.20%
-11.8%
KLAC BuyKLA CORP$1,228
+147.1%
2,856
+92.1%
0.20%
+129.9%
EBAY SellEBAY INC.$1,209
-5.4%
18,187
-0.9%
0.20%
-12.1%
VCR SellVANGUARD WORLD FDSconsum dis etf$1,207
+4.9%
3,542
-4.6%
0.20%
-2.5%
PG BuyPROCTER AND GAMBLE CO$1,186
+17.3%
7,250
+0.2%
0.19%
+9.0%
XSMO  INVESCO EXCHANGE TRADED FD Ts&p smlcp moment$1,185
+5.9%
21,0030.0%0.19%
-1.5%
PKI  PERKINELMER INC$1,181
+16.0%
5,8740.0%0.19%
+7.3%
FVD  FIRST TR VALUE LINE DIVID IN$1,164
+9.8%
27,0360.0%0.19%
+2.2%
EFG BuyISHARES TReafe grwth etf$1,150
+17.1%
10,429
+13.1%
0.19%
+8.7%
CSD  INVESCO EXCHANGE TRADED FD Ts&p spin off$1,142
-1.0%
18,3660.0%0.19%
-8.4%
EOG SellEOG RES INC$1,117
+9.4%
12,579
-1.1%
0.18%
+1.7%
H  HYATT HOTELS CORP$1,116
+24.4%
11,6370.0%0.18%
+15.9%
VBR SellVANGUARD INDEX FDSsm cp val etf$1,103
-16.1%
6,165
-20.6%
0.18%
-22.1%
VIG SellVANGUARD SPECIALIZED FUNDSdiv app etf$1,090
+6.9%
6,347
-4.4%
0.18%
-0.6%
BNDX SellVANGUARD CHARLOTTE FDStotal int bd etf$1,089
-14.7%
19,742
-12.0%
0.18%
-21.0%
WMT BuyWALMART INC$1,088
+3.9%
7,516
+0.1%
0.18%
-3.8%
CAT SellCATERPILLAR INC$1,072
+6.9%
5,187
-0.7%
0.18%
-0.6%
LEN  LENNAR CORPcl a$1,051
+24.1%
9,0470.0%0.17%
+14.8%
TGT SellTARGET CORP$1,046
+0.9%
4,520
-0.3%
0.17%
-6.6%
PRU SellPRUDENTIAL FINL INC$1,046
+2.9%
9,663
-0.1%
0.17%
-4.5%
MCD SellMCDONALDS CORP$1,044
+7.5%
3,893
-3.3%
0.17%0.0%
DELL SellDELL TECHNOLOGIES INCcl c$1,038
-46.1%
18,483
-0.1%
0.17%
-50.0%
DHR SellDANAHER CORPORATION$1,038
+7.5%
3,156
-0.6%
0.17%
-0.6%
ISRG BuyINTUITIVE SURGICAL INC$1,033
+11.2%
2,874
+207.7%
0.17%
+3.1%
TWLO BuyTWILIO INCcl a$1,031
+45.0%
3,916
+75.8%
0.17%
+34.4%
IT  GARTNER INC$1,014
+10.0%
3,0340.0%0.16%
+1.9%
PJP BuyINVESCO EXCHANGE TRADED FD Tdynmc phrmctls$1,015
+11.7%
12,508
+6.4%
0.16%
+3.1%
VMW NewVMWARE INC$1,0078,690
+100.0%
0.16%
PID SellINVESCO EXCHANGE TRADED FD Tintl divi achi$1,009
+4.6%
54,666
-0.5%
0.16%
-3.0%
SWKS BuySKYWORKS SOLUTIONS INC$1,002
+3.3%
6,460
+9.8%
0.16%
-4.1%
CCI SellCROWN CASTLE INTL CORP NEW$989
+20.0%
4,739
-0.3%
0.16%
+11.0%
ACN BuyACCENTURE PLC IRELAND$983
+35.8%
2,371
+4.8%
0.16%
+26.0%
INTC SellINTEL CORP$972
-4.5%
18,870
-1.2%
0.16%
-11.7%
VGK SellVANGUARD INTL EQUITY INDEX Fftse europe etf$968
+2.8%
14,183
-1.2%
0.16%
-4.2%
QRVO  QORVO INC$970
-6.5%
6,2030.0%0.16%
-13.2%
 GENERAL ELECTRIC CO$964
-8.3%
10,2030.0%0.16%
-14.7%
DTN  WISDOMTREE TRus divid ex fncl$960
+7.6%
9,4880.0%0.16%
-0.6%
TRV BuyTRAVELERS COMPANIES INC$947
+3.2%
6,057
+0.3%
0.15%
-4.3%
VZ SellVERIZON COMMUNICATIONS INC$946
-21.3%
18,198
-18.2%
0.15%
-27.0%
CI SellCIGNA CORP NEW$939
+13.5%
4,088
-1.1%
0.15%
+5.5%
MAR SellMARRIOTT INTL INC NEWcl a$939
+11.1%
5,685
-0.4%
0.15%
+3.4%
DD SellDUPONT DE NEMOURS INC$923
+17.3%
11,426
-1.2%
0.15%
+8.7%
UHAL BuyAMERCO$914
+19.6%
1,259
+6.5%
0.15%
+11.2%
PRFZ  INVESCO EXCHANGE TRADED FD Tftse rafi 1500$908
+5.1%
4,7370.0%0.15%
-2.6%
TSI SellTCW STRATEGIC INCOME FD INC$908
-2.2%
157,309
-2.7%
0.15%
-9.2%
USMV BuyISHARES TRmsci usa min vol$908
+21.2%
11,229
+10.2%
0.15%
+13.0%
XNTK  SPDR SER TRnyse tech etf$902
+6.0%
5,4430.0%0.15%
-1.3%
HYGV BuyFLEXSHARES TRhig yld vl etf$892
+10.4%
18,207
+12.4%
0.14%
+2.1%
LMT BuyLOCKHEED MARTIN CORP$893
+6.6%
2,512
+3.5%
0.14%
-1.4%
VOO SellVANGUARD INDEX FDS$891
-10.3%
2,040
-19.0%
0.14%
-16.7%
BKNG  BOOKING HOLDINGS INC$881
+1.1%
3670.0%0.14%
-5.9%
ILMN SellILLUMINA INC$881
-6.4%
2,317
-0.1%
0.14%
-12.7%
T BuyAT&T INC$881
+0.3%
35,833
+10.2%
0.14%
-6.5%
MDY BuySPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$856
+22.8%
1,653
+14.1%
0.14%
+13.9%
ESGE BuyISHARES INCesg awr msci em$841
+3.6%
21,160
+8.0%
0.14%
-4.2%
FDS SellFACTSET RESH SYS INC$831
-10.2%
1,710
-27.0%
0.14%
-16.7%
ZTS BuyZOETIS INCcl a$830
+27.1%
3,403
+1.2%
0.14%
+17.4%
VRTX SellVERTEX PHARMACEUTICALS INC$818
+20.8%
3,723
-0.3%
0.13%
+11.8%
ECF SellELLSWORTH GROWTH & INCOME FD$811
-7.6%
65,638
-0.1%
0.13%
-14.3%
DG  DOLLAR GEN CORP NEW$807
+11.2%
3,4210.0%0.13%
+3.1%
MPC SellMARATHON PETE CORP$804
+3.1%
12,560
-0.5%
0.13%
-4.4%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$795
+8.8%
4,884
+0.0%
0.13%
+1.6%
AIG BuyAMERICAN INTL GROUP INC$793
+7.7%
13,941
+3.9%
0.13%0.0%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$783
+22.3%
5,557
+10.6%
0.13%
+14.3%
LNG BuyCHENIERE ENERGY INC$771
+4.3%
7,601
+0.5%
0.13%
-3.1%
VDE SellVANGUARD WORLD FDSenergy etf$771
+2.8%
9,936
-2.1%
0.13%
-4.5%
EET  PROSHARES TRmsci emrg etf$776
-3.8%
9,0930.0%0.13%
-11.3%
DIA BuySPDR DOW JONES INDL AVERAGEut ser 1$776
+8.7%
2,137
+1.3%
0.13%
+0.8%
MMM Buy3M CO$773
+1.7%
4,350
+0.4%
0.13%
-5.3%
EZM BuyWISDOMTREE TRus midcap fund$770
+8.1%
13,684
+0.0%
0.12%0.0%
MU  MICRON TECHNOLOGY INC$766
+31.2%
8,2220.0%0.12%
+22.5%
CVS BuyCVS HEALTH CORP$764
+27.1%
7,407
+4.6%
0.12%
+18.1%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$758
+57.9%
9,382
+45.2%
0.12%
+46.4%
DTD BuyWISDOMTREE TRus total dividnd$758
+10.0%
11,704
+99.5%
0.12%
+1.7%
WY SellWEYERHAEUSER CO MTN BE$754
+12.4%
18,305
-2.9%
0.12%
+4.2%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$744
+4.3%
12,4040.0%0.12%
-3.2%
EW  EDWARDS LIFESCIENCES CORP$744
+14.5%
5,7450.0%0.12%
+6.1%
INTU  INTUIT$731
+19.2%
1,1360.0%0.12%
+10.2%
ITOT BuyISHARES TRcore s&p ttl stk$721
+9.4%
6,742
+0.7%
0.12%
+0.9%
MRK BuyMERCK & CO INC$719
+3.6%
9,383
+1.5%
0.12%
-4.1%
MSCI SellMSCI INC$716
-2.3%
1,169
-3.0%
0.12%
-9.3%
KRE BuySPDR SER TRs&p regl bkg$717
+7.5%
10,121
+2.9%
0.12%0.0%
VPU SellVANGUARD WORLD FDSutilities etf$716
+7.8%
4,577
-4.1%
0.12%0.0%
PWV BuyINVESCO EXCHANGE TRADED FD Tdynmc lrg valu$708
+9.8%
14,530
+0.1%
0.12%
+1.8%
DOW BuyDOW INC$708
-0.4%
12,490
+1.1%
0.12%
-8.0%
VDC SellVANGUARD WORLD FDSconsum stp etf$702
+7.8%
3,510
-3.4%
0.11%0.0%
KKR BuyKKR & CO INC$700
+28.0%
9,392
+4.6%
0.11%
+18.8%
MSGS SellMADISON SQUARE GRDN SPRT CORcl a$696
-7.8%
4,007
-1.3%
0.11%
-15.0%
TMO SellTHERMO FISHER SCIENTIFIC INC$696
+16.6%
1,044
-0.1%
0.11%
+7.6%
CHH BuyCHOICE HOTELS INTL INC$693
+32.8%
4,443
+7.7%
0.11%
+22.8%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$690
-49.1%
5,809
-36.5%
0.11%
-52.9%
HCA  HCA HEALTHCARE INC$689
+5.8%
2,6830.0%0.11%
-1.8%
DISCK BuyDISCOVERY INC$688
+215.6%
30,044
+234.7%
0.11%
+194.7%
MTUM SellISHARES TRmsci usa mmentm$686
-3.4%
3,774
-6.7%
0.11%
-10.4%
FISV BuyFISERV INC$684
-2.4%
6,587
+1.9%
0.11%
-9.8%
XLB SellSELECT SECTOR SPDR TRsbi materials$683
+12.5%
7,534
-1.8%
0.11%
+3.7%
REGN  REGENERON PHARMACEUTICALS$676
+4.3%
1,0700.0%0.11%
-3.5%
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$668
-9.7%
1,025
+0.8%
0.11%
-16.2%
GDV  GABELLI DIVID & INCOME TR$667
+4.7%
24,7020.0%0.11%
-2.7%
WTRG SellESSENTIAL UTILS INC$663
+14.7%
12,340
-1.6%
0.11%
+6.9%
KEY  KEYCORP$663
+6.9%
28,6570.0%0.11%
-0.9%
NUE BuyNUCOR CORP$665
+16.5%
5,828
+0.5%
0.11%
+8.0%
BAX SellBAXTER INTL INC$656
+6.1%
7,647
-0.5%
0.11%
-0.9%
USA SellLIBERTY ALL STAR EQUITY FDsh ben int$656
-4.0%
78,310
-1.4%
0.11%
-10.8%
TIP BuyISHARES TRtips bd etf$655
+6.9%
5,072
+5.7%
0.11%
-0.9%
ADP BuyAUTOMATIC DATA PROCESSING IN$645
+24.8%
2,616
+1.2%
0.10%
+15.4%
WYNN BuyWYNN RESORTS LTD$631
+6.6%
7,420
+6.3%
0.10%
-1.0%
LUV SellSOUTHWEST AIRLS CO$633
-23.7%
14,776
-8.5%
0.10%
-29.5%
MGK BuyVANGUARD WORLD FDmega grwth ind$627
+40.9%
2,404
+26.9%
0.10%
+30.8%
PHM  PULTE GROUP INC$625
+24.5%
10,9410.0%0.10%
+15.9%
SWK SellSTANLEY BLACK & DECKER INC$611
+7.4%
3,241
-0.1%
0.10%0.0%
PZZA  PAPA JOHNS INTL INC$614
+5.1%
4,6000.0%0.10%
-2.0%
VCLT SellVANGUARD SCOTTSDALE FDSlg-term cor bd$616
-3.4%
5,821
-3.7%
0.10%
-10.7%
USB  US BANCORP DEL$599
-5.5%
10,6710.0%0.10%
-11.7%
VAW SellVANGUARD WORLD FDSmaterials etf$602
+7.5%
3,059
-5.4%
0.10%0.0%
IYT BuyISHARES TRus trsprtion$604
+18.9%
2,184
+4.5%
0.10%
+10.1%
NLOK  NORTONLIFELOCK INC$601
+2.7%
23,1330.0%0.10%
-4.9%
PEP BuyPEPSICO INC$594
+16.0%
3,420
+0.5%
0.10%
+7.8%
CVX SellCHEVRON CORP NEW$587
+10.1%
5,006
-4.7%
0.10%
+2.1%
DOL SellWISDOMTREE TRintl lrgcap dv$590
+3.7%
11,940
-0.3%
0.10%
-4.0%
IRDM  IRIDIUM COMMUNICATIONS INC$587
+3.7%
14,2060.0%0.10%
-3.0%
DIAX SellNUVEEN DOW 30 DYNMC OVERWRT$583
+6.0%
32,804
-0.1%
0.10%
-2.1%
TJX  TJX COS INC NEW$584
+15.0%
7,6970.0%0.10%
+6.7%
GILD BuyGILEAD SCIENCES INC$583
+9.0%
8,023
+4.8%
0.10%
+1.1%
VTV SellVANGUARD INDEX FDSvalue etf$584
-49.2%
3,972
-53.2%
0.10%
-53.0%
DXJ  WISDOMTREE TRjapn hedge eqt$584
-0.8%
9,3300.0%0.10%
-7.8%
LULU SellLULULEMON ATHLETICA INC$579
-4.3%
1,478
-1.1%
0.09%
-11.3%
AMT  AMERICAN TOWER CORP NEW$574
+10.2%
1,9640.0%0.09%
+3.3%
EAGG NewISHARES TResg awr us agrgt$57910,495
+100.0%
0.09%
NULV BuyNUSHARES ETF TRnuveen esg lrgvl$574
+59.9%
14,756
+54.0%
0.09%
+49.2%
STX SellSEAGATE TECHNOLOGY HLDNGS PL$577
+25.4%
5,111
-8.4%
0.09%
+16.0%
EPS SellWISDOMTREE TRus largecap fund$568
+9.2%
11,275
-0.4%
0.09%
+2.2%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$571
+0.5%
8,977
+0.0%
0.09%
-7.0%
COP  CONOCOPHILLIPS$568
+6.6%
7,8710.0%0.09%
-1.1%
GPC BuyGENUINE PARTS CO$565
+15.8%
4,028
+0.0%
0.09%
+7.0%
CHI BuyCALAMOS CONV OPPORTUNITIES &sh ben int$564
+1.8%
37,312
+0.8%
0.09%
-5.2%
IWD  ISHARES TRrus 1000 val etf$562
+7.3%
3,3490.0%0.09%0.0%
XLP BuySELECT SECTOR SPDR TRsbi cons stpls$559
+25.3%
7,253
+11.9%
0.09%
+16.7%
HES SellHESS CORP$551
-6.5%
7,441
-1.3%
0.09%
-12.6%
PEY  INVESCO EXCHANGE TRADED FD Thig yld eq div$555
+6.3%
26,3720.0%0.09%
-2.2%
PSX SellPHILLIPS 66$550
+1.5%
7,595
-1.9%
0.09%
-5.3%
MAS SellMASCO CORP$545
+24.4%
7,761
-1.6%
0.09%
+15.6%
EMR SellEMERSON ELEC CO$542
-2.9%
5,835
-1.5%
0.09%
-10.2%
VET  VERMILION ENERGY INC$535
+27.1%
42,5000.0%0.09%
+17.6%
SGEN  SEAGEN INC$525
-9.0%
3,3990.0%0.09%
-14.9%
XSVM  INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt$525
+7.1%
9,7400.0%0.09%0.0%
BLK  BLACKROCK INC$514
+9.4%
5610.0%0.08%
+2.4%
XRT  SPDR SER TRs&p retail etf$5130.0%5,6780.0%0.08%
-6.7%
BTO SellHANCOCK JOHN FINL OPPTYS FDsh ben int new$506
+8.8%
10,868
-0.7%
0.08%0.0%
CMI SellCUMMINS INC$502
-4.0%
2,302
-1.2%
0.08%
-10.9%
NIE SellVIRTUS ALLIANZGI EQUITY & CO$502
+1.4%
16,653
-0.8%
0.08%
-5.7%
MET BuyMETLIFE INC$506
+3.7%
8,093
+2.4%
0.08%
-4.7%
XMVM  INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt$499
+9.4%
10,2070.0%0.08%
+1.2%
TFC SellTRUIST FINL CORP$500
-0.4%
8,545
-0.2%
0.08%
-8.0%
TLT BuyISHARES TR20 yr tr bd etf$490
+19.5%
3,308
+16.4%
0.08%
+11.1%
RESN  RESONANT INC$485
-29.3%
283,5650.0%0.08%
-34.2%
IBM SellINTERNATIONAL BUSINESS MACHS$483
-7.5%
3,615
-3.8%
0.08%
-14.1%
ALK SellALASKA AIR GROUP INC$483
-23.5%
9,265
-14.0%
0.08%
-28.8%
AAL  AMERICAN AIRLS GROUP INC$484
-12.5%
26,9270.0%0.08%
-18.6%
CTVA SellCORTEVA INC$479
+8.4%
10,140
-3.5%
0.08%0.0%
GLW SellCORNING INC$480
-8.6%
12,888
-10.5%
0.08%
-15.2%
NUMG BuyNUSHARES ETF TRnuveen esg midcp$479
-5.3%
9,734
+4.6%
0.08%
-12.4%
KO BuyCOCA COLA CO$459
+12.8%
7,760
+0.1%
0.08%
+5.6%
PNC  PNC FINL SVCS GROUP INC$463
+2.4%
2,3110.0%0.08%
-5.1%
XOM SellEXXON MOBIL CORP$459
-3.0%
7,496
-6.8%
0.08%
-9.6%
CSQ SellCALAMOS STRATEGIC TOTAL RETU$451
+8.7%
23,362
-0.3%
0.07%0.0%
FFIV  F5 INC$450
+23.3%
1,8380.0%0.07%
+14.1%
SPGI SellS&P GLOBAL INC$447
+6.7%
947
-3.9%
0.07%
-1.4%
ULTA  ULTA BEAUTY INC$445
+14.4%
1,0790.0%0.07%
+7.4%
ADSK BuyAUTODESK INC$441
-1.3%
1,570
+0.2%
0.07%
-7.7%
VTI  VANGUARD INDEX FDStotal stk mkt$441
+8.6%
1,8270.0%0.07%
+1.4%
ATVI SellACTIVISION BLIZZARD INC$444
-16.5%
6,669
-2.9%
0.07%
-22.6%
CARR SellCARRIER GLOBAL CORPORATION$438
+4.3%
8,071
-0.5%
0.07%
-4.1%
YUM SellYUM BRANDS INC$436
+10.7%
3,137
-2.5%
0.07%
+2.9%
LH  LABORATORY CORP AMER HLDGS$437
+11.5%
1,3920.0%0.07%
+2.9%
NVS SellNOVARTIS AGsponsored adr$427
+4.9%
4,882
-1.9%
0.07%
-1.4%
AEP SellAMERICAN ELEC PWR CO INC$429
+4.4%
4,827
-4.7%
0.07%
-2.8%
APTV  APTIV PLC$430
+10.8%
2,6040.0%0.07%
+2.9%
MCO BuyMOODYS CORP$426
+24.9%
1,091
+13.8%
0.07%
+15.0%
JCI BuyJOHNSON CTLS INTL PLC$424
+26.2%
5,211
+5.7%
0.07%
+16.9%
WFC SellWELLS FARGO CO NEW$416
+2.5%
8,662
-1.1%
0.07%
-4.2%
IBB SellISHARES TRishares biotech$415
-6.3%
2,721
-0.7%
0.07%
-12.8%
IHE BuyISHARES TRu.s. pharma etf$413
+45.9%
2,068
+33.6%
0.07%
+34.0%
IWC BuyISHARES TRmicro-cap etf$411
+12.9%
2,939
+16.4%
0.07%
+4.7%
MGM SellMGM RESORTS INTERNATIONAL$404
+1.3%
9,002
-2.7%
0.07%
-5.7%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$408
+13.0%
9,244
-2.1%
0.07%
+4.8%
WMS  ADVANCED DRAIN SYS INC DEL$408
+25.5%
3,0000.0%0.07%
+15.8%
SPIB SellSPDR SER TRportfolio intrmd$399
-4.3%
11,030
-3.5%
0.06%
-11.0%
MTCH SellMATCH GROUP INC NEW$391
-16.5%
2,953
-0.9%
0.06%
-22.0%
CII SellBLACKROCK ENHANCD CAP & INM$391
+6.8%
17,667
-2.5%
0.06%0.0%
VYM SellVANGUARD WHITEHALL FDShigh div yld$388
+8.1%
3,462
-0.4%
0.06%0.0%
DON SellWISDOMTREE TRus midcap divid$388
+6.9%
8,738
-0.2%
0.06%
-1.6%
NWBI SellNORTHWEST BANCSHARES INC MD$388
+5.1%
27,419
-1.3%
0.06%
-3.1%
CHW SellCALAMOS GBL DYN INCOME FUND$386
+2.9%
38,667
-1.3%
0.06%
-4.5%
IVE SellISHARES TRs&p 500 val etf$382
-7.3%
2,440
-13.8%
0.06%
-13.9%
RRR SellRED ROCK RESORTS INCcl a$382
+4.9%
6,952
-2.2%
0.06%
-3.1%
PGF SellINVESCO EXCHANGE TRADED FD Tfinl pfd etf$379
-1.3%
20,150
-0.6%
0.06%
-7.5%
SAP BuySAP SEspon adr$380
+13.8%
2,710
+9.6%
0.06%
+5.1%
AZN SellASTRAZENECA PLCsponsored adr$383
-45.5%
6,576
-43.8%
0.06%
-49.6%
ASML BuyASML HOLDING N V$381
+15.5%
478
+7.9%
0.06%
+6.9%
NVO  NOVO-NORDISK A Sadr$375
+16.8%
3,3450.0%0.06%
+8.9%
SITE  SITEONE LANDSCAPE SUPPLY INC$377
+21.2%
1,5570.0%0.06%
+10.9%
FANG SellDIAMONDBACK ENERGY INC$374
+12.7%
3,464
-1.1%
0.06%
+5.2%
HNDL BuySTRATEGY SHSns 7handl idx$369
+8.2%
14,208
+3.9%
0.06%0.0%
NSC  NORFOLK SOUTHN CORP$362
+24.4%
1,2170.0%0.06%
+15.7%
BRMK  BROADMARK RLTY CAP INC$363
-4.2%
38,4880.0%0.06%
-11.9%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$355
-11.0%
4,955
-20.7%
0.06%
-17.1%
IP BuyINTERNATIONAL PAPER CO$356
-16.0%
7,587
+0.0%
0.06%
-21.6%
EA SellELECTRONIC ARTS INC$359
-7.9%
2,720
-0.7%
0.06%
-14.7%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$352
-8.6%
1,382
-15.2%
0.06%
-16.2%
ECL  ECOLAB INC$351
+12.5%
1,4950.0%0.06%
+3.6%
NOVT  NOVANTA INC$352
+13.9%
1,9980.0%0.06%
+5.6%
SCHW BuySCHWAB CHARLES CORP$350
+19.0%
4,159
+3.1%
0.06%
+9.6%
IJR SellISHARES TRcore s&p scp etf$349
+2.0%
3,047
-2.7%
0.06%
-5.0%
QQEW SellFIRST TR NAS100 EQ WEIGHTED$352
-4.6%
2,970
-10.5%
0.06%
-12.3%
HTD SellHANCOCK JOHN TAX-ADVANTAGED$344
+13.9%
13,156
-0.3%
0.06%
+5.7%
MSGE SellMADISON SQUARE GRDN ENTERTNMcl a$342
-5.3%
4,868
-1.9%
0.06%
-11.1%
LIN BuyLINDE PLC$341
+19.6%
985
+1.3%
0.06%
+12.0%
EUSB BuyISHARES TResg adv ttl usd$341
+40.9%
6,893
+41.2%
0.06%
+33.3%
ALL  ALLSTATE CORP$341
-7.6%
2,8970.0%0.06%
-13.8%
DDS  DILLARDS INCcl a$340
+42.3%
1,3860.0%0.06%
+31.0%
GIS SellGENERAL MLS INC$335
+9.1%
4,974
-3.2%
0.06%
+1.9%
VLO SellVALERO ENERGY CORP$337
+5.6%
4,491
-0.6%
0.06%
-1.8%
MO BuyALTRIA GROUP INC$336
+4.3%
7,086
+0.1%
0.06%
-3.5%
SMAR  SMARTSHEET INC$340
+12.2%
4,3960.0%0.06%
+3.8%
SDY  SPDR SER TRs&p divid etf$329
+9.7%
2,5510.0%0.05%
+1.9%
ITW  ILLINOIS TOOL WKS INC$330
+19.1%
1,3390.0%0.05%
+10.2%
TSM  TAIWAN SEMICONDUCTOR MFG LTDsponsored ads$330
+7.8%
2,7400.0%0.05%0.0%
WFG SellWEST FRASER TIMBER CO LTD$332
-1.5%
3,486
-12.9%
0.05%
-8.5%
MELI BuyMERCADOLIBRE INC$326
+1.2%
242
+26.0%
0.05%
-7.0%
SO SellSOUTHERN CO$326
+10.5%
4,753
-0.3%
0.05%
+1.9%
VBK SellVANGUARD INDEX FDSsml cp grw etf$327
-13.7%
1,162
-14.1%
0.05%
-20.9%
EXPE BuyEXPEDIA GROUP INC$325
+11.7%
1,797
+1.1%
0.05%
+3.9%
SLV SellISHARES SILVER TRishares$327
-1.5%
15,214
-5.9%
0.05%
-8.6%
MDLZ SellMONDELEZ INTL INCcl a$320
+8.8%
4,825
-4.4%
0.05%0.0%
APH  AMPHENOL CORP NEWcl a$317
+19.6%
3,6250.0%0.05%
+10.6%
NXPI SellNXP SEMICONDUCTORS N V$313
+14.2%
1,374
-1.8%
0.05%
+6.2%
ICE  INTERCONTINENTAL EXCHANGE IN$314
+18.9%
2,2980.0%0.05%
+10.9%
MDT SellMEDTRONIC PLC$311
-18.2%
3,006
-0.8%
0.05%
-23.9%
EWW SellISHARES INCmsci mexico etf$315
+4.7%
6,225
-0.3%
0.05%
-3.8%
CGNX  COGNEX CORP$311
-3.1%
4,0000.0%0.05%
-8.9%
IDEV  ISHARES TRcore msci intl$308
+1.3%
4,5520.0%0.05%
-5.7%
IJK  ISHARES TRs&p mc 400gr etf$309
+7.7%
3,6240.0%0.05%0.0%
HWM  HOWMET AEROSPACE INC$308
+2.0%
9,6860.0%0.05%
-5.7%
SPOT BuySPOTIFY TECHNOLOGY S A$305
+25.0%
1,305
+20.5%
0.05%
+16.3%
DFS  DISCOVER FINL SVCS$304
-5.9%
2,6310.0%0.05%
-12.3%
MOO  VANECK ETF TRUSTagribusiness etf$303
+4.5%
3,1750.0%0.05%
-3.9%
HQY SellHEALTHEQUITY INC$302
-35.2%
6,834
-4.9%
0.05%
-40.2%
RDN  RADIAN GROUP INC$299
-7.1%
14,1520.0%0.05%
-14.0%
BILL BuyBILL COM HLDGS INC$298
-3.9%
1,198
+3.3%
0.05%
-9.3%
GLD SellSPDR GOLD TR$298
-7.7%
1,744
-11.3%
0.05%
-14.0%
SPLG SellSPDR SER TRportfolio s&p500$294
-7.3%
5,264
-16.1%
0.05%
-14.3%
FDN SellFIRST TR EXCHANGE-TRADED FDdj internt idx$295
-6.6%
1,304
-2.6%
0.05%
-12.7%
NET NewCLOUDFLARE INC$2942,235
+100.0%
0.05%
DLTR NewDOLLAR TREE INC$2972,114
+100.0%
0.05%
VOE  VANGUARD INDEX FDSmcap vl idxvip$289
+7.8%
1,9200.0%0.05%0.0%
BAR SellGRANITESHARES GOLD TR$289
-2.7%
15,916
-6.6%
0.05%
-9.6%
WSM SellWILLIAMS SONOMA INC$288
-13.8%
1,700
-9.6%
0.05%
-20.3%
AEO SellAMERICAN EAGLE OUTFITTERS IN$286
-7.4%
11,286
-5.8%
0.05%
-13.0%
ANAB SellANAPTYSBIO INC$282
-12.4%
8,115
-31.6%
0.05%
-19.3%
FICO SellFAIR ISAAC CORP$285
+3.6%
657
-4.8%
0.05%
-4.2%
D SellDOMINION ENERGY INC$284
+6.8%
3,617
-0.7%
0.05%
-2.1%
DAL SellDELTA AIR LINES INC DEL$280
-12.2%
7,166
-4.2%
0.05%
-17.9%
MGU SellMACQUARIE GLOBAL INFRASTRUCT$283
+3.3%
11,725
-0.3%
0.05%
-4.2%
FGEN BuyFIBROGEN INC$279
+88.5%
19,762
+36.6%
0.04%
+73.1%
DLN BuyWISDOMTREE TRus largecap divd$276
+10.8%
4,176
+100.0%
0.04%
+2.3%
TSN SellTYSON FOODS INCcl a$275
+6.2%
3,151
-4.0%
0.04%0.0%
EFA BuyISHARES TRmsci eafe etf$275
+15.5%
3,497
+14.8%
0.04%
+7.1%
CMG BuyCHIPOTLE MEXICAN GRILL INC$2770.0%158
+3.9%
0.04%
-8.2%
RMT SellROYCE MICRO-CAP TR INC$275
+0.7%
23,772
-0.4%
0.04%
-6.2%
FXL  FIRST TR EXCHANGE TRADED FDtech alphadex$277
+7.4%
2,1000.0%0.04%0.0%
MCK  MCKESSON CORP$270
+24.4%
1,0860.0%0.04%
+15.8%
BCV  BANCROFT FD LTD$272
-10.8%
10,2990.0%0.04%
-18.5%
RCI SellROGERS COMMUNICATIONS INCcl b$271
+1.9%
5,681
-0.3%
0.04%
-6.4%
SU SellSUNCOR ENERGY INC NEW$263
+17.4%
10,517
-2.6%
0.04%
+10.3%
TMUS  T-MOBILE US INC$266
-9.2%
2,2960.0%0.04%
-15.7%
LYB SellLYONDELLBASELL INDUSTRIES N$264
-10.8%
2,861
-9.3%
0.04%
-17.3%
PWR  QUANTA SVCS INC$266
+0.8%
2,3210.0%0.04%
-6.5%
SE BuySEA LTDsponsord ads$262
+3.6%
1,170
+47.4%
0.04%
-2.3%
IWN NewISHARES TRrus 2000 val etf$2591,561
+100.0%
0.04%
RESP  WISDOMTREE TRus esg fund$257
+9.4%
5,0190.0%0.04%
+2.4%
ETO  EATON VANCE TAX-ADVANTAGED G$260
+7.9%
8,0110.0%0.04%0.0%
DVY SellISHARES TRselect divid etf$258
+2.8%
2,105
-3.9%
0.04%
-4.5%
IWO  ISHARES TRrus 2000 grw etf$2560.0%8720.0%0.04%
-6.7%
VB  VANGUARD INDEX FDSsmall cp etf$252
+3.7%
1,1130.0%0.04%
-4.7%
PSA SellPUBLIC STORAGE$253
+16.6%
676
-7.5%
0.04%
+7.9%
PM BuyPHILIP MORRIS INTL INC$250
+0.8%
2,636
+0.9%
0.04%
-6.8%
WRK SellWESTROCK CO$250
-12.9%
5,636
-2.1%
0.04%
-18.0%
OTIS SellOTIS WORLDWIDE CORP$249
+5.5%
2,861
-0.2%
0.04%0.0%
TECH SellBIO-TECHNE CORP$246
+6.0%
476
-0.6%
0.04%
-2.4%
KBE  SPDR SER TRs&p bk etf$244
+3.0%
4,4760.0%0.04%
-4.8%
XLRE SellSELECT SECTOR SPDR TRrl est sel sec$247
+14.9%
4,770
-1.2%
0.04%
+5.3%
WCN  WASTE CONNECTIONS INC$248
+8.3%
1,8210.0%0.04%0.0%
SNOW NewSNOWFLAKE INCcl a$241711
+100.0%
0.04%
TER NewTERADYNE INC$2401,470
+100.0%
0.04%
FDL  FIRST TR MORNINGSTAR DIVID L$241
+8.6%
6,7820.0%0.04%0.0%
PSI SellINVESCO EXCHANGE TRADED FD Tdynmc semicndt$239
-6.6%
1,555
-22.6%
0.04%
-13.3%
U NewUNITY SOFTWARE INC$2381,661
+100.0%
0.04%
BVH NewBLUEGREEN VACATIONS HLDG CORclass a$2396,795
+100.0%
0.04%
IYR NewISHARES TRu.s. real es etf$2402,066
+100.0%
0.04%
SLB SellSCHLUMBERGER LTD$239
-0.8%
7,995
-1.7%
0.04%
-7.1%
FTC  FIRST TRUST LRGCP GWT ALPHAD$238
+8.2%
1,9800.0%0.04%0.0%
TTE SellTOTALENERGIES SEsponsored ads$239
-4.4%
4,838
-7.1%
0.04%
-11.4%
EFX  EQUIFAX INC$233
+15.9%
7950.0%0.04%
+8.6%
ROKU BuyROKU INC$236
-16.0%
1,036
+15.5%
0.04%
-22.4%
BIIB SellBIOGEN INC$233
-19.9%
971
-5.7%
0.04%
-25.5%
TOTL SellSSGA ACTIVE ETF TRspdr tr tactic$231
-9.8%
4,883
-7.7%
0.04%
-15.6%
FTLS  FIRST TR EXCH TRADED FD IIIlng/sht equity$234
+7.8%
4,4940.0%0.04%0.0%
COLL SellCOLLEGIUM PHARMACEUTICAL INC$235
-26.6%
12,606
-22.1%
0.04%
-32.1%
APA NewAPA CORPORATION$2318,582
+100.0%
0.04%
EVT SellEATON VANCE TAX ADVT DIV INC$229
+8.0%
7,692
-0.5%
0.04%0.0%
LHX SellL3HARRIS TECHNOLOGIES INC$225
-28.6%
1,055
-26.2%
0.04%
-32.7%
VNM NewVANECK ETF TRUSTvaneck vietnam$22510,611
+100.0%
0.04%
OLED  UNIVERSAL DISPLAY CORP$229
-3.8%
1,3900.0%0.04%
-11.9%
KHC BuyKRAFT HEINZ CO$225
-2.6%
6,278
+0.1%
0.04%
-9.8%
MGC SellVANGUARD WORLD FDmega cap index$227
+2.7%
1,350
-6.9%
0.04%
-5.1%
TDOC BuyTELADOC HEALTH INC$228
-16.8%
2,488
+15.2%
0.04%
-22.9%
EES  WISDOMTREE TRus smallcap fund$221
+6.8%
4,2900.0%0.04%0.0%
IDXX SellIDEXX LABS INC$224
+0.4%
340
-5.0%
0.04%
-7.7%
BDJ  BLACKROCK ENHANCED EQUITY DI$219
+2.8%
21,7560.0%0.04%
-2.7%
NEE NewNEXTERA ENERGY INC$2202,355
+100.0%
0.04%
FFA SellFIRST TR ENHANCED EQUITY INC$2180.0%10,256
-7.4%
0.04%
-5.3%
IGF NewISHARES TRglb infrastr etf$2244,700
+100.0%
0.04%
CIEN NewCIENA CORP$2232,898
+100.0%
0.04%
SNY SellSANOFIsponsored adr$218
-8.0%
4,344
-11.5%
0.04%
-14.3%
WDC NewWESTERN DIGITAL CORP.$2203,371
+100.0%
0.04%
CWB NewSPDR SER TRbloomberg conv$2202,653
+100.0%
0.04%
GWRE SellGUIDEWIRE SOFTWARE INC$213
-9.4%
1,879
-4.8%
0.04%
-14.6%
MNST NewMONSTER BEVERAGE CORP NEW$2132,218
+100.0%
0.04%
DFAC NewDIMENSIONAL ETF TRUSTus core equity 2$2157,413
+100.0%
0.04%
EL NewLAUDER ESTEE COS INCcl a$215581
+100.0%
0.04%
OKTA NewOKTA INCcl a$216962
+100.0%
0.04%
IWR NewISHARES TRrus mid cap etf$2062,486
+100.0%
0.03%
APD NewAIR PRODS & CHEMS INC$209688
+100.0%
0.03%
LBRDK  LIBERTY BROADBAND CORP$206
-6.8%
1,2800.0%0.03%
-12.8%
DVN NewDEVON ENERGY CORP NEW$2074,706
+100.0%
0.03%
ICLR NewICON PLC$208673
+100.0%
0.03%
DGRO NewISHARES TRcore div grwth$2063,712
+100.0%
0.03%
EFAV SellISHARES TRmsci eafe min vl$211
-7.5%
2,743
-9.3%
0.03%
-15.0%
HEWJ SellISHARES TRhdg msci japan$208
-10.7%
5,254
-9.4%
0.03%
-17.1%
PIE NewINVESCO EXCH TRADED FD TR IIdwa emerg mkts$2027,811
+100.0%
0.03%
RAVI SellFLEXSHARES TRready acc vari$203
-11.0%
2,688
-10.2%
0.03%
-17.5%
ALGN  ALIGN TECHNOLOGY INC$202
-1.0%
3070.0%0.03%
-8.3%
TEL NewTE CONNECTIVITY LTD$2021,249
+100.0%
0.03%
DFAT NewDIMENSIONAL ETF TRUSTus targeted vlu$2034,263
+100.0%
0.03%
SDIV SellGLOBAL X FDSglb x superdiv$189
-7.4%
15,364
-0.6%
0.03%
-13.9%
GGT SellGABELLI MULTIMEDIA TR INC$181
-5.2%
20,821
-0.5%
0.03%
-14.7%
ETY  EATON VANCE TAX-MANAGED DIVE$155
+7.6%
10,3000.0%0.02%0.0%
SSSS BuySURO CAPITAL CORP$141
+1.4%
10,883
+1.4%
0.02%
-4.2%
AEG SellAEGON N V$137
-20.3%
27,750
-17.8%
0.02%
-26.7%
GLO SellCLOUGH GLOBAL OPPORTUNITIESsh ben int$120
-13.7%
11,311
-0.6%
0.02%
-16.7%
NCV SellVIRTUS ALLIANZGI CONVERTIBLE$124
-2.4%
21,228
-0.6%
0.02%
-9.1%
EVF  EATON VANCE SR INCOME TRsh ben int$111
-4.3%
16,5000.0%0.02%
-10.0%
PHK BuyPIMCO HIGH INCOME FD$86
-2.3%
14,051
+0.5%
0.01%
-6.7%
NLY SellANNALY CAPITAL MANAGEMENT IN$81
-11.0%
10,377
-3.7%
0.01%
-18.8%
GAB SellGABELLI EQUITY TR INC$80
+6.7%
11,159
-1.2%
0.01%0.0%
NOK  NOKIA CORPsponsored adr$78
+13.0%
12,5990.0%0.01%
+8.3%
VKTX  VIKING THERAPEUTICS INC$56
-27.3%
12,2750.0%0.01%
-35.7%
TUEM SellTUESDAY MORNING CORP$48
-29.4%
20,858
-14.6%
0.01%
-33.3%
GSAT  GLOBALSTAR INC$12
-29.4%
10,0000.0%0.00%
-33.3%
IWN NewISHARES TRcall$62,000
+100.0%
0.00%
IWM SellISHARES TRcall$2
-99.7%
2,500
-16.7%
0.00%
-100.0%
VO ExitVANGUARD INDEX FDSmid cap etf$0-27
-100.0%
-0.00%
SSSS ExitSURO CAPITAL CORPcall$0-1,300
-100.0%
-0.00%
LORL ExitLORAL SPACE & COM INCcall$0-500
-100.0%
-0.00%
EDU ExitNEW ORIENTAL ED & TECHNOLOGYspon adr$0-10,352
-100.0%
-0.00%
WFG ExitWEST FRASER TIMBER CO LTDcall$0-300
-100.0%
-0.00%
DIA ExitSPDR DOW JONES INDL AVERAGEput$0-500
-100.0%
-0.03%
RFI ExitCOHEN & STEERS TOTAL RETURN$0-10,584
-100.0%
-0.03%
LORL ExitLORAL SPACE & COM INC$0-4,228
-100.0%
-0.03%
IEF ExitISHARES TRbarclays 7 10 yr$0-1,758
-100.0%
-0.04%
FXI ExitISHARES TRchina lg-cap etf$0-5,446
-100.0%
-0.04%
LQD ExitISHARES TRiboxx inv cp etf$0-1,561
-100.0%
-0.04%
EEMV ExitISHARES INCmsci emerg mrkt$0-3,325
-100.0%
-0.04%
IWM ExitISHARES TRput$0-1,000
-100.0%
-0.04%
JD ExitJD.COM INCspon adr cl a$0-3,194
-100.0%
-0.04%
BIDU ExitBAIDU INCspon adr rep a$0-1,554
-100.0%
-0.04%
XLC ExitSELECT SECTOR SPDR TR$0-3,433
-100.0%
-0.05%
ExitCREDIT SUISSE AG NASSAU BRHlg cap grth enh$0-390
-100.0%
-0.05%
VO ExitVANGUARD INDEX FDScall$0-1,500
-100.0%
-0.06%
IVOV ExitVANGUARD ADMIRAL FDS INCmidcp 400 val$0-2,550
-100.0%
-0.07%
IEMG ExitISHARES INCcore msci emkt$0-7,939
-100.0%
-0.09%
VIS ExitVANGUARD WORLD FDSindustrial etf$0-2,807
-100.0%
-0.09%
DISCA ExitDISCOVERY INC$0-23,330
-100.0%
-0.10%
QQQ ExitINVESCO QQQ TRput$0-2,500
-100.0%
-0.16%
SHOP ExitSHOPIFY INCcl a$0-698
-100.0%
-0.17%
VOX ExitVANGUARD WORLD FDS$0-7,379
-100.0%
-0.18%
KSU ExitKANSAS CITY SOUTHERN$0-9,667
-100.0%
-0.46%
Signed by
  • Jeff Jorgensen — Chief Operating Officer

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