$5.61 Billion is the total value of Atria Investments, Inc's 842 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $162,141,410 | +11.8% | 377,573 | +16.1% | 2.89% | +10.3% |
| MSFT | Buy | MICROSOFT CORP | $130,588,928 | -6.5% | 413,671 | +0.8% | 2.33% | -7.8% |
| Buy | UNIFIED SER TRoneascent core p | $99,379,316 | -2.1% | 4,582,796 | +2.0% | 1.77% | -3.4% | |
| AAPL | Sell | APPLE INC | $80,685,019 | -15.4% | 471,323 | -4.2% | 1.44% | -16.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $74,995,531 | +1.7% | 175,436 | +5.5% | 1.34% | +0.4% |
| AMZN | Buy | AMAZON COM INC | $72,707,185 | -1.4% | 571,788 | +1.1% | 1.30% | -2.8% |
| Sell | UNIFIED SER TRoneascent intl | $68,454,811 | -28.5% | 2,398,506 | -23.0% | 1.22% | -29.5% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $53,619,817 | +3.6% | 1,226,436 | +9.4% | 0.96% | +2.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $49,221,204 | +23.6% | 180,754 | +28.4% | 0.88% | +22.0% |
| NVDA | Sell | NVIDIA CORPORATION | $48,674,124 | +0.8% | 111,897 | -1.9% | 0.87% | -0.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $47,625,361 | +547.6% | 269,465 | +586.2% | 0.85% | +537.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $47,316,879 | -15.8% | 132,070 | -13.2% | 0.84% | -16.9% |
| VOO | Buy | VANGUARD INDEX FDS | $44,802,157 | +0.0% | 114,087 | +3.7% | 0.80% | -1.4% |
| IUSB | Buy | ISHARES TRcore total usd | $44,617,111 | -2.9% | 1,020,635 | +1.0% | 0.80% | -4.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $43,619,736 | +7.6% | 316,245 | +10.9% | 0.78% | +6.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $41,976,338 | +8.6% | 83,271 | +3.6% | 0.75% | +7.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $41,947,933 | +13.3% | 320,128 | +3.7% | 0.75% | +11.8% |
| V | Buy | VISA INC | $41,486,173 | +0.4% | 180,408 | +3.6% | 0.74% | -0.9% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $41,130,045 | +20.6% | 122,794 | +23.8% | 0.73% | +19.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $39,279,949 | +8.6% | 270,852 | +8.9% | 0.70% | +7.2% |
| FB | Buy | META PLATFORMS INCcl a | $38,331,971 | +7.8% | 127,683 | +3.1% | 0.68% | +6.4% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $36,790,912 | -1.7% | 643,760 | +0.9% | 0.66% | -3.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $35,730,603 | +15.0% | 270,523 | +5.5% | 0.64% | +13.4% |
| EFV | Buy | ISHARES TReafe value etf | $35,473,010 | +49.1% | 724,974 | +49.2% | 0.63% | +47.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $35,274,039 | +12.0% | 384,165 | +12.0% | 0.63% | +10.4% |
| CVX | Buy | CHEVRON CORP NEW | $34,117,750 | +16.5% | 202,353 | +8.7% | 0.61% | +14.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $33,468,139 | -16.5% | 253,950 | -14.5% | 0.60% | -17.7% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $33,359,171 | +13.0% | 561,413 | +13.0% | 0.59% | +11.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $32,208,807 | -6.2% | 206,796 | -0.3% | 0.57% | -7.4% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $31,922,529 | +11.3% | 1,520,844 | +11.6% | 0.57% | +9.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $31,741,223 | +5.6% | 80,180 | +4.9% | 0.56% | +4.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $31,742,713 | +0.3% | 725,050 | +5.4% | 0.56% | -1.1% |
| Buy | UNIFIED SER TRoneascent large | $30,436,240 | -0.1% | 1,352,799 | +1.9% | 0.54% | -1.5% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $30,306,734 | +10.2% | 86,525 | +7.3% | 0.54% | +8.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $29,391,162 | -70.2% | 390,995 | -70.0% | 0.52% | -70.6% |
| ADBE | Buy | ADOBE INC | $27,754,379 | +9.9% | 54,452 | +5.4% | 0.49% | +8.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $26,591,278 | +6.2% | 125,188 | +10.2% | 0.47% | +4.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $26,346,603 | -13.8% | 553,616 | -10.7% | 0.47% | -15.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $26,127,371 | -18.9% | 302,750 | -10.4% | 0.46% | -20.1% |
| MRK | Buy | MERCK & CO INC | $25,279,626 | -7.5% | 245,567 | +3.7% | 0.45% | -8.7% |
| AVGO | Sell | BROADCOM INC | $24,622,113 | -10.7% | 29,644 | -6.7% | 0.44% | -11.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $24,056,109 | -2.8% | 164,933 | +1.2% | 0.43% | -4.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $23,788,341 | +18.0% | 369,671 | +23.8% | 0.42% | +16.5% |
| ABBV | Buy | ABBVIE INC | $23,578,688 | +18.1% | 158,232 | +6.7% | 0.42% | +16.7% |
| Buy | UNIFIED SER TRoneascent emgrg | $23,521,485 | -4.3% | 877,867 | +2.9% | 0.42% | -5.6% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $23,512,071 | -8.2% | 265,103 | +6.6% | 0.42% | -9.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,423,979 | +3.4% | 597,398 | +7.3% | 0.42% | +2.0% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $21,903,155 | +140.6% | 431,674 | +140.2% | 0.39% | +137.8% |
| XOM | Buy | EXXON MOBIL CORP | $21,723,604 | +20.7% | 184,801 | +10.1% | 0.39% | +19.1% |
| CSCO | Sell | CISCO SYS INC | $21,668,539 | -2.5% | 403,150 | -6.2% | 0.39% | -3.7% |
| NFLX | Buy | NETFLIX INC | $21,655,821 | -13.6% | 57,348 | +0.8% | 0.39% | -14.6% |
| HD | Buy | HOME DEPOT INC | $21,314,528 | +6.2% | 70,576 | +9.1% | 0.38% | +5.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $20,888,594 | +15.4% | 41,270 | +19.0% | 0.37% | +13.8% |
| LLY | Buy | ELI LILLY & CO | $20,843,498 | +15.4% | 38,830 | +0.8% | 0.37% | +13.8% |
| TSLA | Buy | TESLA INC | $20,650,776 | -0.5% | 82,530 | +4.1% | 0.37% | -1.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $20,316,852 | +3.6% | 66,180 | +4.1% | 0.36% | +2.3% |
| CRM | Buy | SALESFORCE INC | $19,500,990 | -3.8% | 96,168 | +0.2% | 0.35% | -5.2% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $19,471,089 | +69.9% | 193,415 | +69.8% | 0.35% | +67.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $19,409,863 | +10.3% | 437,732 | +3.3% | 0.35% | +8.8% |
| MBB | Sell | ISHARES TRmbs etf | $19,170,158 | -15.7% | 215,880 | -11.5% | 0.34% | -17.0% |
| ORCL | Buy | ORACLE CORP | $18,885,579 | -8.0% | 178,490 | +3.4% | 0.34% | -9.4% |
| WMT | Buy | WALMART INC | $18,842,732 | +5.6% | 117,823 | +3.7% | 0.34% | +4.3% |
| PEP | Buy | PEPSICO INC | $18,668,235 | -6.1% | 110,185 | +2.6% | 0.33% | -7.5% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $18,279,561 | +670.4% | 597,115 | +692.7% | 0.33% | +658.1% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $17,716,960 | +19.4% | 352,015 | +18.3% | 0.32% | +17.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $17,199,998 | +1.4% | 359,606 | +3.6% | 0.31% | 0.0% |
| LOW | Buy | LOWES COS INC | $16,984,626 | -7.9% | 81,730 | +0.1% | 0.30% | -9.0% |
| MCD | Buy | MCDONALDS CORP | $15,984,360 | -10.7% | 60,679 | +1.1% | 0.28% | -11.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $15,754,909 | +4.8% | 209,646 | +5.5% | 0.28% | +3.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $15,679,644 | +38.0% | 172,417 | +145.7% | 0.28% | +36.1% |
| NOW | Buy | SERVICENOW INC | $15,669,326 | +6.5% | 28,032 | +7.1% | 0.28% | +4.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $15,077,158 | -8.1% | 117,113 | -5.2% | 0.27% | -9.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $14,992,689 | +11.7% | 298,302 | +15.8% | 0.27% | +10.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $14,912,293 | -7.6% | 206,027 | -5.1% | 0.27% | -8.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $14,731,791 | -3.8% | 89,866 | +2.0% | 0.26% | -5.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $14,455,181 | -1.8% | 156,140 | +3.6% | 0.26% | -3.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $14,455,905 | -18.4% | 92,742 | -6.1% | 0.26% | -19.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $14,426,904 | +6.2% | 25,544 | +1.2% | 0.26% | +4.9% |
| USTB | Buy | VICTORY PORTFOLIOS IIshort trm bd etf | $14,305,958 | +7.1% | 292,435 | +7.0% | 0.26% | +5.8% |
| LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $14,195,093 | +64.1% | 520,729 | +63.7% | 0.25% | +62.2% |
| TXN | Sell | TEXAS INSTRS INC | $14,016,145 | -14.7% | 88,130 | -3.4% | 0.25% | -15.5% |
| COP | Buy | CONOCOPHILLIPS | $13,874,736 | +32.6% | 115,855 | +14.7% | 0.25% | +30.7% |
| AMGN | Buy | AMGEN INC | $13,753,035 | +56.4% | 51,181 | +29.2% | 0.24% | +54.1% |
| ESGU | Sell | ISHARES TResg awr msci usa | $13,618,111 | -27.3% | 145,012 | -24.6% | 0.24% | -28.1% |
| ZTS | Buy | ZOETIS INCcl a | $13,624,821 | +1.3% | 78,312 | +0.3% | 0.24% | 0.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $13,583,480 | +23.7% | 331,062 | +25.0% | 0.24% | +22.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $13,527,354 | -1.4% | 143,846 | +2.7% | 0.24% | -2.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $13,133,241 | +5.0% | 423,516 | +10.2% | 0.23% | +3.5% |
| INTU | Buy | INTUIT | $13,117,184 | +12.2% | 25,672 | +0.6% | 0.23% | +10.9% |
| FAPR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $12,997,489 | -0.4% | 402,898 | +1.3% | 0.23% | -2.1% |
| ADSK | Sell | AUTODESK INC | $12,607,042 | -2.4% | 60,930 | -3.4% | 0.22% | -3.4% |
| ETN | Buy | EATON CORP PLC | $12,638,946 | +6.7% | 59,259 | +0.6% | 0.22% | +5.1% |
| ABT | Sell | ABBOTT LABS | $12,654,201 | -13.6% | 130,657 | -2.7% | 0.22% | -14.8% |
| KO | Sell | COCA COLA CO | $12,310,593 | -10.9% | 219,919 | -4.2% | 0.22% | -12.0% |
| PSFF | Buy | PACER FDS TRswan sos fd of | $12,309,014 | +11.3% | 509,057 | +12.0% | 0.22% | +9.5% |
| NKE | Sell | NIKE INCcl b | $12,125,155 | -15.2% | 126,602 | -2.2% | 0.22% | -16.3% |
| LEN | Buy | LENNAR CORPcl a | $12,054,206 | +7.8% | 107,526 | +20.3% | 0.22% | +6.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,967,233 | +221.7% | 174,908 | +231.4% | 0.21% | +217.9% |
| CAT | Buy | CATERPILLAR INC | $11,890,828 | +16.9% | 43,561 | +5.3% | 0.21% | +15.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $11,903,624 | +7.1% | 62,958 | +12.6% | 0.21% | +5.5% |
| SPGI | Buy | S&P GLOBAL INC | $11,884,942 | -3.4% | 32,524 | +6.0% | 0.21% | -4.5% |
| HON | Buy | HONEYWELL INTL INC | $11,816,679 | -1.1% | 63,941 | +11.1% | 0.21% | -2.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $11,568,898 | +8.4% | 165,791 | +13.0% | 0.21% | +6.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $11,525,557 | +92.6% | 46,222 | +101.9% | 0.20% | +89.8% |
| FLQG | Buy | FRANKLIN TEMPLETON ETF TRus equity index | $11,452,789 | +316.4% | 306,231 | +332.1% | 0.20% | +308.0% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $11,467,456 | +114.9% | 231,712 | +114.5% | 0.20% | +112.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $11,395,769 | +2.6% | 59,883 | +1.4% | 0.20% | +1.5% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $11,356,964 | -16.1% | 38,855 | -1.9% | 0.20% | -17.6% |
| SBUX | Sell | STARBUCKS CORP | $11,232,714 | -9.3% | 123,033 | -1.6% | 0.20% | -10.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $11,198,523 | +14.9% | 46,597 | +5.0% | 0.20% | +13.1% |
| UNP | Buy | UNION PAC CORP | $11,198,935 | +13.9% | 54,995 | +14.5% | 0.20% | +11.8% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $11,093,485 | +30.9% | 110,812 | +30.8% | 0.20% | +29.4% |
| APD | Sell | AIR PRODS & CHEMS INC | $11,125,630 | -9.4% | 39,257 | -4.3% | 0.20% | -10.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $11,080,901 | +0.3% | 179,041 | +2.4% | 0.20% | -1.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $10,951,750 | -13.5% | 157,853 | -9.1% | 0.20% | -14.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $10,912,320 | +9.9% | 259,477 | +15.4% | 0.19% | +8.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $10,765,375 | +10.7% | 76,734 | +5.6% | 0.19% | +9.1% |
| QCOM | Buy | QUALCOMM INC | $10,808,127 | +3.2% | 97,306 | +10.6% | 0.19% | +1.6% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $10,749,961 | -4.0% | 151,921 | -1.5% | 0.19% | -5.4% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $10,533,901 | +96.5% | 130,096 | +96.8% | 0.19% | +93.8% |
| PFE | Buy | PFIZER INC | $10,551,474 | -1.0% | 318,098 | +9.4% | 0.19% | -2.6% |
| TJX | Buy | TJX COS INC NEW | $10,431,443 | +14.3% | 117,411 | +9.0% | 0.19% | +12.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $10,417,011 | -19.3% | 321,366 | -7.4% | 0.19% | -20.2% |
| BAC | Buy | BANK AMERICA CORP | $10,438,823 | +16.6% | 381,039 | +22.2% | 0.19% | +14.8% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $10,310,415 | -18.4% | 142,586 | -15.1% | 0.18% | -19.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $10,247,447 | -4.0% | 186,656 | -0.9% | 0.18% | -5.2% |
| BA | Sell | BOEING CO | $10,146,788 | -12.0% | 52,927 | -3.1% | 0.18% | -13.0% |
| MDT | Buy | MEDTRONIC PLC | $10,091,171 | -9.3% | 128,696 | +2.0% | 0.18% | -10.4% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $9,972,154 | -0.1% | 336,556 | +1.6% | 0.18% | -1.1% | |
| PLD | Buy | PROLOGIS INC. | $9,968,764 | -5.7% | 88,840 | +3.1% | 0.18% | -6.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,862,404 | -10.7% | 113,491 | +3.7% | 0.18% | -11.6% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $9,850,481 | +14.5% | 241,137 | +19.4% | 0.18% | +12.9% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $9,822,482 | +3.3% | 401,573 | +4.3% | 0.18% | +1.7% |
| BLK | Sell | BLACKROCK INC | $9,775,826 | -9.3% | 15,121 | -3.0% | 0.17% | -10.8% |
| Buy | LINDE PLC | $9,731,364 | +4.1% | 26,134 | +6.5% | 0.17% | +2.4% | |
| ILDR | New | FIRST TR EXCHNG TRADED FD VIinnovation lead | $9,562,042 | – | 556,269 | +100.0% | 0.17% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $9,513,142 | +38.8% | 59,095 | +46.4% | 0.17% | +36.3% |
| TIP | Buy | ISHARES TRtips bd etf | $9,406,699 | +263.2% | 90,693 | +276.9% | 0.17% | +257.4% |
| IYW | Sell | ISHARES TRu.s. tech etf | $9,421,534 | -46.9% | 89,797 | -44.9% | 0.17% | -47.5% |
| DHR | Buy | DANAHER CORPORATION | $9,430,373 | +6.6% | 38,019 | +3.1% | 0.17% | +5.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $9,354,806 | +121.8% | 22,547 | +136.4% | 0.17% | +119.7% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $9,253,142 | -9.8% | 174,752 | -2.2% | 0.16% | -10.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $9,170,922 | -3.4% | 171,355 | +1.2% | 0.16% | -4.7% |
| DIS | Buy | DISNEY WALT CO | $9,163,014 | +5.0% | 112,917 | +15.7% | 0.16% | +3.2% |
| FDX | Sell | FEDEX CORP | $9,102,453 | -24.9% | 34,359 | -29.7% | 0.16% | -26.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $8,989,065 | -10.5% | 240,413 | -4.0% | 0.16% | -11.6% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $8,926,045 | – | 70,428 | +100.0% | 0.16% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $8,891,149 | +12.4% | 22,825 | +12.5% | 0.16% | +10.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $8,896,917 | -6.6% | 21,757 | +5.1% | 0.16% | -8.1% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $8,735,851 | -21.3% | 174,090 | -21.3% | 0.16% | -22.0% |
| SHV | Sell | ISHARES TRshort treas bd | $8,679,811 | -80.0% | 78,571 | -80.0% | 0.16% | -80.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $8,651,076 | +26.7% | 61,056 | +33.8% | 0.15% | +25.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $8,578,554 | +6.0% | 19,701 | +8.2% | 0.15% | +4.8% |
| ASML | Buy | ASML HOLDING N V | $8,597,085 | -12.3% | 14,604 | +8.0% | 0.15% | -13.6% |
| USB | Buy | US BANCORP DEL | $8,589,005 | +3.1% | 259,771 | +3.0% | 0.15% | +2.0% |
| GLD | Buy | SPDR GOLD TR | $8,572,157 | +18.8% | 49,998 | +23.5% | 0.15% | +17.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $8,532,627 | +17.1% | 83,636 | +24.1% | 0.15% | +15.2% |
| SO | Buy | SOUTHERN CO | $8,419,929 | +3.8% | 130,097 | +12.7% | 0.15% | +2.7% |
| PGR | Buy | PROGRESSIVE CORP | $8,424,114 | +5.3% | 60,474 | +0.1% | 0.15% | +4.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $8,393,338 | -18.1% | 144,563 | -9.8% | 0.15% | -19.5% |
| ICSH | Sell | ISHARES TRblackrock ultra | $8,362,050 | -18.3% | 165,979 | -18.5% | 0.15% | -19.5% |
| BX | Sell | BLACKSTONE INC | $8,320,873 | +12.7% | 77,663 | -2.2% | 0.15% | +11.3% |
| C | Sell | CITIGROUP INC | $8,299,999 | -11.3% | 201,768 | -0.7% | 0.15% | -12.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $8,181,907 | +44.9% | 30,760 | +49.9% | 0.15% | +43.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $8,113,490 | +10.2% | 163,809 | +14.7% | 0.14% | +9.0% |
| T | Buy | AT&T INC | $8,143,720 | +10.9% | 541,841 | +17.7% | 0.14% | +9.0% |
| WDAY | Buy | WORKDAY INCcl a | $8,053,018 | +3.9% | 37,482 | +9.2% | 0.14% | +2.1% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $8,019,045 | +164.2% | 118,275 | +172.6% | 0.14% | +160.0% |
| VOX | Buy | VANGUARD WORLD FDS | $8,008,220 | +282.6% | 76,131 | +286.6% | 0.14% | +276.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,948,067 | -3.6% | 76,926 | -1.1% | 0.14% | -4.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,958,054 | -10.2% | 135,626 | +2.5% | 0.14% | -11.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $7,981,789 | +7.9% | 36,140 | +5.0% | 0.14% | +6.0% |
| GM | Sell | GENERAL MTRS CO | $7,992,258 | -14.7% | 242,410 | -0.2% | 0.14% | -16.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $7,951,093 | +5.7% | 64,764 | +8.4% | 0.14% | +4.4% |
| SHW | Buy | SHERWIN WILLIAMS CO | $7,955,393 | -2.4% | 31,191 | +1.6% | 0.14% | -3.4% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $7,851,005 | +143.6% | 42,979 | +159.3% | 0.14% | +141.4% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $7,825,498 | +1.2% | 254,736 | +1.1% | 0.14% | -0.7% |
| WFC | Buy | WELLS FARGO CO NEW | $7,808,253 | +8.4% | 191,106 | +13.2% | 0.14% | +6.9% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $7,786,441 | -1.2% | 22,391 | -0.1% | 0.14% | -2.1% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $7,817,677 | – | 39,949 | +100.0% | 0.14% | – |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $7,747,958 | +7.5% | 103,832 | +12.7% | 0.14% | +6.2% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $7,725,917 | -1.2% | 76,192 | +1.1% | 0.14% | -2.1% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $7,751,362 | -4.1% | 68,499 | -2.3% | 0.14% | -5.5% |
| ABC | Sell | CENCORA INC | $7,680,963 | -18.3% | 42,679 | -12.6% | 0.14% | -19.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $7,696,400 | +17.9% | 85,146 | +5.9% | 0.14% | +16.1% |
| PANW | Sell | PALO ALTO NETWORKS INC | $7,617,430 | -10.8% | 32,492 | -2.7% | 0.14% | -11.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $7,535,645 | -2.2% | 102,219 | -0.4% | 0.13% | -3.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $7,385,517 | -0.8% | 16,778 | +2.7% | 0.13% | -1.5% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $7,391,009 | -2.0% | 153,659 | +2.3% | 0.13% | -2.9% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $7,359,534 | +4.0% | 36,269 | -2.0% | 0.13% | +2.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $7,299,618 | +7.9% | 48,931 | +26.0% | 0.13% | +6.6% |
| MUB | Buy | ISHARES TRnational mun etf | $7,319,783 | +34.1% | 71,384 | +39.6% | 0.13% | +31.3% |
| IXUS | Buy | ISHARES TRcore msci total | $7,294,897 | +26.4% | 121,601 | +31.9% | 0.13% | +25.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,220,312 | +15.2% | 76,543 | +21.7% | 0.13% | +14.2% |
| CCI | Sell | CROWN CASTLE INC | $7,206,074 | -26.9% | 78,301 | -9.5% | 0.13% | -28.1% |
| FLQL | Buy | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $7,113,958 | +361.2% | 165,172 | +379.4% | 0.13% | +353.6% |
| AMAT | Buy | APPLIED MATLS INC | $7,124,199 | +32.0% | 51,471 | +37.7% | 0.13% | +30.9% |
| BKNG | Sell | BOOKING HOLDINGS INC | $7,142,260 | +12.5% | 2,319 | -1.4% | 0.13% | +10.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $7,042,880 | -11.7% | 90,084 | +1.3% | 0.12% | -13.2% |
| CI | Buy | THE CIGNA GROUP | $6,963,245 | +6.4% | 24,341 | +4.4% | 0.12% | +5.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $6,906,207 | -7.0% | 100,366 | +0.2% | 0.12% | -8.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,891,788 | -0.3% | 132,866 | +4.6% | 0.12% | -1.6% |
| ABNB | Buy | AIRBNB INC | $6,823,042 | +20.7% | 49,727 | +12.7% | 0.12% | +19.6% |
| Buy | PIMCO ETF TRsr ln active etf | $6,858,297 | +90.4% | 136,347 | +88.9% | 0.12% | +87.7% | |
| THO | Buy | THOR INDS INC | $6,715,819 | -6.4% | 70,596 | +1.8% | 0.12% | -7.7% |
| IGSB | Buy | ISHARES TR | $6,748,539 | +5.6% | 135,431 | +6.4% | 0.12% | +4.3% |
| INTC | Buy | INTEL CORP | $6,723,998 | +15.1% | 189,032 | +8.3% | 0.12% | +14.3% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $6,668,634 | – | 83,025 | +100.0% | 0.12% | – |
| NEE | Sell | NEXTERA ENERGY INC | $6,599,213 | -27.6% | 115,189 | -6.3% | 0.12% | -28.5% |
| PAYX | Sell | PAYCHEX INC | $6,630,578 | +1.2% | 57,492 | -1.9% | 0.12% | 0.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $6,649,049 | -1.3% | 140,631 | -1.0% | 0.12% | -3.3% |
| MCK | Sell | MCKESSON CORP | $6,603,154 | -0.3% | 15,194 | -2.0% | 0.12% | -1.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $6,650,373 | +3.9% | 124,166 | +7.4% | 0.12% | +1.7% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $6,568,794 | +270.0% | 33,689 | +290.0% | 0.12% | +265.6% |
| MS | Buy | MORGAN STANLEY | $6,585,524 | +2.7% | 80,635 | +7.4% | 0.12% | +0.9% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $6,596,018 | +226.8% | 38,233 | +244.7% | 0.12% | +225.0% |
| DE | Sell | DEERE & CO | $6,523,164 | -8.5% | 17,295 | -1.8% | 0.12% | -10.1% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $6,497,504 | – | 71,213 | +100.0% | 0.12% | – |
| MGA | Buy | MAGNA INTL INC | $6,518,496 | -4.1% | 121,591 | +0.9% | 0.12% | -5.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $6,449,864 | +282.8% | 23,944 | +302.5% | 0.12% | +283.3% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $6,480,601 | -50.2% | 131,106 | -51.8% | 0.12% | -51.1% |
| FDS | Buy | FACTSET RESH SYS INC | $6,388,657 | +11.2% | 14,610 | +1.9% | 0.11% | +9.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $6,427,239 | -0.4% | 13,271 | -1.2% | 0.11% | -2.6% |
| KLAC | Buy | KLA CORP | $6,356,632 | +4.3% | 13,859 | +10.3% | 0.11% | +2.7% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $6,280,345 | +2.6% | 113,630 | +1.5% | 0.11% | +0.9% |
| FISV | Buy | FISERV INC | $6,214,401 | -7.0% | 55,014 | +3.8% | 0.11% | -8.3% |
| CVS | Buy | CVS HEALTH CORP | $6,185,916 | +11.7% | 88,598 | +10.6% | 0.11% | +10.0% |
| VLO | Sell | VALERO ENERGY CORP | $6,168,566 | +18.2% | 43,529 | -2.1% | 0.11% | +17.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $6,147,195 | +5.8% | 18,998 | +5.5% | 0.11% | +3.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $6,110,982 | +25.6% | 39,722 | +31.6% | 0.11% | +23.9% |
| WMB | Buy | WILLIAMS COS INC | $6,076,238 | +8.2% | 180,357 | +4.8% | 0.11% | +6.9% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $6,067,940 | -10.3% | 66,251 | -5.4% | 0.11% | -11.5% |
| OXY | Buy | OCCIDENTAL PETE CORP | $6,003,344 | +116.5% | 92,548 | +96.1% | 0.11% | +114.0% |
| ADI | Sell | ANALOG DEVICES INC | $6,019,529 | -11.0% | 34,379 | -1.0% | 0.11% | -12.3% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $6,030,766 | +8.2% | 324,933 | +3.6% | 0.11% | +5.9% |
| RTX | Sell | RTX CORPORATION | $5,926,883 | -42.9% | 82,351 | -22.3% | 0.11% | -43.3% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $5,965,374 | +30.0% | 90,714 | +14.0% | 0.11% | +27.7% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $5,930,868 | – | 25,227 | +100.0% | 0.11% | – |
| CB | Buy | CHUBB LIMITED | $5,907,010 | +21.1% | 28,386 | +12.1% | 0.10% | +19.3% |
| PTLC | New | PACER FDS TRtrendp us lar cp | $5,903,131 | – | 147,726 | +100.0% | 0.10% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $5,887,007 | +5.7% | 89,782 | +4.9% | 0.10% | +4.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $5,873,161 | +8.1% | 7,150 | -5.5% | 0.10% | +7.1% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $5,811,810 | +2.0% | 52,825 | +4.9% | 0.10% | +1.0% |
| IT | Buy | GARTNER INC | $5,838,122 | +7.4% | 17,047 | +9.5% | 0.10% | +6.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,855,899 | +360.8% | 77,397 | +408.9% | 0.10% | +352.2% |
| AZO | Sell | AUTOZONE INC | $5,763,420 | -9.1% | 2,269 | -10.8% | 0.10% | -10.4% |
| PSX | Sell | PHILLIPS 66 | $5,806,167 | +19.2% | 48,358 | -5.4% | 0.10% | +17.0% |
| CME | Buy | CME GROUP INC | $5,733,954 | +25.3% | 28,638 | +16.0% | 0.10% | +22.9% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $5,668,589 | -34.9% | 84,530 | -27.3% | 0.10% | -35.7% |
| FJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $5,596,588 | -1.4% | 138,051 | +0.8% | 0.10% | -2.0% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $5,635,813 | +56.8% | 168,535 | +59.5% | 0.10% | +53.8% |
| MPC | Buy | MARATHON PETE CORP | $5,599,021 | +40.3% | 36,996 | +8.1% | 0.10% | +38.9% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $5,638,222 | -47.5% | 57,258 | -41.0% | 0.10% | -48.5% |
| FLCB | Buy | FRANKLIN TEMPLETON ETF TRus core bond etf | $5,590,534 | +348.9% | 272,576 | +368.3% | 0.10% | +354.5% |
| DEO | Sell | DIAGEO PLCspon adr new | $5,561,667 | -15.4% | 37,274 | -1.7% | 0.10% | -16.8% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $5,562,892 | +3.9% | 586,802 | +3.6% | 0.10% | +2.1% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $5,574,453 | -1.3% | 180,929 | -0.1% | 0.10% | -2.9% | |
| GWW | Sell | GRAINGER W W INC | $5,481,036 | -21.6% | 7,922 | -10.6% | 0.10% | -22.2% |
| LRCX | Sell | LAM RESEARCH CORP | $5,500,899 | -5.5% | 8,776 | -3.1% | 0.10% | -6.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $5,451,638 | +23.7% | 79,100 | +30.1% | 0.10% | +21.2% |
| GILD | Sell | GILEAD SCIENCES INC | $5,457,341 | -3.4% | 72,826 | -0.7% | 0.10% | -4.9% |
| EQIX | Buy | EQUINIX INC | $5,431,583 | +10.5% | 7,478 | +19.3% | 0.10% | +9.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $5,388,028 | -0.5% | 91,430 | +10.5% | 0.10% | -2.0% |
| TGT | Buy | TARGET CORP | $5,403,754 | -6.7% | 48,853 | +11.3% | 0.10% | -8.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,403,841 | +38.2% | 25,950 | +46.1% | 0.10% | +35.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $5,386,328 | +0.7% | 5,959 | +5.8% | 0.10% | -1.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $5,387,024 | +5.3% | 79,548 | +11.2% | 0.10% | +4.3% |
| PPG | Buy | PPG INDS INC | $5,315,347 | +18.0% | 40,946 | +34.8% | 0.10% | +17.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $5,274,699 | -6.0% | 32,074 | +10.8% | 0.09% | -6.9% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $5,269,236 | -37.3% | 55,565 | -35.4% | 0.09% | -38.2% |
| ANSS | Buy | ANSYS INC | $5,286,585 | -8.2% | 17,767 | +1.9% | 0.09% | -9.6% |
| SAP | Buy | SAP SEspon adr | $5,284,389 | +23.3% | 40,862 | +30.5% | 0.09% | +22.1% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $5,244,986 | +13.6% | 23,011 | +9.4% | 0.09% | +12.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $5,240,747 | +38.7% | 72,067 | +42.9% | 0.09% | +36.8% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $5,200,123 | -0.0% | 77,753 | +4.2% | 0.09% | -1.1% |
| SNPS | Sell | SYNOPSYS INC | $5,242,826 | +0.3% | 11,423 | -4.9% | 0.09% | -1.1% |
| IOO | Buy | ISHARES TRglobal 100 etf | $5,169,638 | +76.2% | 70,584 | +83.0% | 0.09% | +73.6% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $5,094,656 | +4.8% | 227,745 | +4.2% | 0.09% | +3.4% |
| ICVT | New | ISHARES TRconv bd etf | $5,109,999 | – | 68,858 | +100.0% | 0.09% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $5,037,610 | – | 39,498 | +100.0% | 0.09% | – |
| ECL | Buy | ECOLAB INC | $5,036,554 | -6.3% | 29,731 | +3.2% | 0.09% | -7.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,012,465 | +14.8% | 56,792 | +16.7% | 0.09% | +12.7% |
| PXD | Buy | PIONEER NAT RES CO | $5,001,477 | +16.9% | 21,803 | +5.5% | 0.09% | +15.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $4,983,078 | -5.1% | 94,933 | -1.5% | 0.09% | -6.3% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $5,001,414 | +25.7% | 78,774 | +32.0% | 0.09% | +23.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,992,770 | -0.6% | 147,019 | +4.4% | 0.09% | -2.2% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $4,867,489 | +31.4% | 24,347 | +34.5% | 0.09% | +29.9% |
| TPSC | New | TIMOTHY PLANu s sm cp core | $4,891,058 | – | 157,882 | +100.0% | 0.09% | – |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $4,845,989 | -7.8% | 17,800 | -0.6% | 0.09% | -9.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $4,805,797 | +9.3% | 63,757 | +9.5% | 0.09% | +8.9% |
| GOVT | Sell | ISHARES TRus treas bd etf | $4,773,134 | -69.2% | 216,566 | -68.0% | 0.08% | -69.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,756,905 | +8.1% | 29,825 | +12.1% | 0.08% | +7.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $4,722,714 | -20.8% | 156,640 | -18.8% | 0.08% | -22.2% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $4,719,384 | -12.5% | 174,404 | -10.2% | 0.08% | -13.4% |
| FAST | Sell | FASTENAL CO | $4,729,115 | -8.4% | 86,550 | -1.1% | 0.08% | -9.7% |
| FFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $4,736,382 | +138.5% | 121,508 | +143.8% | 0.08% | +133.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $4,635,528 | +5.7% | 45,525 | +4.7% | 0.08% | +5.1% |
| BERY | Sell | BERRY GLOBAL GROUP INC | $4,636,742 | -3.8% | 74,894 | -0.1% | 0.08% | -4.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $4,660,109 | +12.4% | 23,663 | +29.4% | 0.08% | +10.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $4,584,452 | -3.7% | 18,240 | -5.7% | 0.08% | -4.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $4,629,679 | -6.8% | 22,800 | +1.5% | 0.08% | -8.9% |
| SYY | Sell | SYSCO CORP | $4,630,442 | -12.5% | 70,105 | -1.8% | 0.08% | -14.6% |
| EOG | Buy | EOG RES INC | $4,577,367 | +13.5% | 36,110 | +2.5% | 0.08% | +12.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $4,577,995 | -7.0% | 60,861 | +4.1% | 0.08% | -7.9% |
| UL | Buy | UNILEVER PLCspon adr new | $4,525,392 | -0.9% | 91,585 | +4.6% | 0.08% | -1.2% |
| Buy | ULTIMUS MANAGERS TRq3 all seasn act | $4,530,054 | -1.6% | 166,373 | +0.0% | 0.08% | -2.4% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $4,524,735 | -1.9% | 59,551 | +2.0% | 0.08% | -2.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $4,522,587 | +0.6% | 188,913 | +3.5% | 0.08% | 0.0% |
| ALC | Buy | ALCON AG | $4,470,896 | -4.0% | 58,019 | +2.3% | 0.08% | -4.8% |
| CLH | Sell | CLEAN HARBORS INC | $4,494,620 | -19.4% | 26,856 | -20.9% | 0.08% | -20.8% |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $4,505,432 | – | 57,799 | +100.0% | 0.08% | – |
| Buy | SHELL PLCspon ads | $4,478,868 | +26.3% | 69,569 | +18.4% | 0.08% | +25.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,433,292 | +11.0% | 28,531 | +16.0% | 0.08% | +9.7% |
| DHI | Buy | D R HORTON INC | $4,442,192 | +51.9% | 41,334 | +72.0% | 0.08% | +49.1% |
| D | Sell | DOMINION ENERGY INC | $4,458,369 | -17.9% | 99,806 | -4.8% | 0.08% | -19.4% |
| SONY | Sell | SONY GROUP CORPsponsored adr | $4,447,402 | -16.3% | 53,966 | -8.5% | 0.08% | -17.7% |
| MO | Sell | ALTRIA GROUP INC | $4,368,448 | -25.2% | 103,886 | -19.4% | 0.08% | -25.7% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $4,366,384 | +3.8% | 59,301 | +5.8% | 0.08% | +2.6% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,377,010 | +2.0% | 95,255 | +4.6% | 0.08% | +1.3% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $4,332,353 | +2.7% | 42,733 | +8.7% | 0.08% | +1.3% |
| SYK | Buy | STRYKER CORPORATION | $4,338,576 | -5.4% | 15,876 | +5.6% | 0.08% | -7.2% |
| F | Buy | FORD MTR CO DEL | $4,350,748 | -2.1% | 350,301 | +19.3% | 0.08% | -3.8% |
| AMP | Sell | AMERIPRISE FINL INC | $4,296,699 | -5.0% | 13,059 | -4.3% | 0.08% | -6.1% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $4,304,050 | -9.7% | 10,494 | +1.5% | 0.08% | -10.5% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $4,325,837 | +38.1% | 270,872 | +38.1% | 0.08% | +35.1% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $4,294,914 | -11.5% | 41,771 | -2.0% | 0.08% | -13.6% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $4,257,197 | +2.6% | 10,405 | -7.3% | 0.08% | +1.3% |
| BDX | Buy | BECTON DICKINSON & CO | $4,233,944 | +3.5% | 16,376 | +5.7% | 0.08% | +1.4% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $4,193,708 | -5.3% | 31,407 | -0.3% | 0.08% | -6.2% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $4,216,565 | -5.4% | 18,583 | -1.9% | 0.08% | -6.2% |
| HSY | Buy | HERSHEY CO | $4,133,198 | -16.6% | 20,657 | +4.0% | 0.07% | -17.8% |
| SLB | Buy | SCHLUMBERGER LTD | $4,127,390 | +28.4% | 70,813 | +8.2% | 0.07% | +27.6% |
| INTF | Buy | ISHARES TRintl eqty factor | $4,182,530 | +10.4% | 161,800 | +14.5% | 0.07% | +8.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $4,121,812 | -7.1% | 57,963 | +0.7% | 0.07% | -8.8% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $4,087,831 | +60.3% | 30,670 | +51.1% | 0.07% | +58.7% |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $4,029,284 | – | 27,792 | +100.0% | 0.07% | – |
| CINF | Sell | CINCINNATI FINL CORP | $4,065,188 | +4.4% | 39,741 | -0.6% | 0.07% | +2.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $4,067,850 | -3.0% | 116,257 | +0.9% | 0.07% | -5.3% |
| CPRT | Buy | COPART INC | $4,034,930 | -9.6% | 93,639 | +91.4% | 0.07% | -11.1% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $3,999,292 | +10.0% | 42,231 | +6.7% | 0.07% | +7.6% |
| SNY | Buy | SANOFIsponsored adr | $4,011,838 | +14.3% | 74,791 | +14.9% | 0.07% | +12.7% |
| POOL | Buy | POOL CORP | $4,013,042 | +0.7% | 11,269 | +6.0% | 0.07% | -1.4% |
| ILMN | Sell | ILLUMINA INC | $3,973,981 | -28.6% | 28,948 | -2.5% | 0.07% | -29.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,942,064 | +1.7% | 25,965 | +5.7% | 0.07% | 0.0% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $3,943,357 | -5.1% | 176,990 | +2.4% | 0.07% | -6.7% |
| VRSK | Sell | VERISK ANALYTICS INC | $3,926,541 | -6.6% | 16,620 | -10.7% | 0.07% | -7.9% |
| UBER | Buy | UBER TECHNOLOGIES INC | $3,948,181 | +19.1% | 85,848 | +11.8% | 0.07% | +16.7% |
| FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $3,895,972 | -72.5% | 124,273 | -70.6% | 0.07% | -73.0% |
| MSCI | Buy | MSCI INC | $3,883,878 | +33.8% | 7,569 | +22.4% | 0.07% | +32.7% |
| IQV | Buy | IQVIA HLDGS INC | $3,867,328 | -10.8% | 19,656 | +2.0% | 0.07% | -11.5% |
| IFRA | Buy | ISHARES TRus infrastruc | $3,842,587 | +5.9% | 105,017 | +13.1% | 0.07% | +3.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $3,764,708 | +6.8% | 44,823 | +8.0% | 0.07% | +4.7% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $3,745,724 | +72.7% | 85,990 | +80.0% | 0.07% | +71.8% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $3,766,354 | +24.0% | 201,033 | +25.9% | 0.07% | +21.8% |
| ENB | Buy | ENBRIDGE INC | $3,760,334 | -9.4% | 113,297 | +1.5% | 0.07% | -10.7% |
| CDW | Sell | CDW CORP | $3,771,092 | +7.2% | 18,690 | -2.5% | 0.07% | +4.7% |
| WM | Buy | WASTE MGMT INC DEL | $3,789,434 | -6.1% | 24,858 | +6.9% | 0.07% | -8.2% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $3,733,277 | -16.4% | 41,343 | -15.5% | 0.07% | -18.5% |
| SHOP | Sell | SHOPIFY INCcl a | $3,711,633 | -15.6% | 68,016 | -0.1% | 0.07% | -16.5% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $3,660,619 | -16.6% | 41,339 | -11.2% | 0.06% | -17.7% |
| VEEV | Sell | VEEVA SYS INC | $3,667,906 | +1.2% | 18,028 | -1.6% | 0.06% | 0.0% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $3,634,656 | +29.1% | 186,488 | +32.4% | 0.06% | +27.5% |
| LKQ | Sell | LKQ CORP | $3,655,503 | -16.0% | 73,833 | -1.1% | 0.06% | -17.7% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $3,666,305 | +1.6% | 9,771 | +3.6% | 0.06% | 0.0% |
| TAXF | Buy | AMERICAN CENTY ETF TRdiversified mu | $3,658,777 | +29.2% | 76,304 | +34.7% | 0.06% | +27.5% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $3,638,014 | -21.5% | 1,986 | -8.4% | 0.06% | -22.6% |
| YUM | Buy | YUM BRANDS INC | $3,586,736 | -2.2% | 28,714 | +8.4% | 0.06% | -3.0% |
| MARB | Buy | FIRST TR EXCH TRADED FD IIImerger arbitra | $3,603,207 | +11.7% | 178,908 | +10.9% | 0.06% | +10.3% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $3,617,826 | -13.8% | 11,792 | -0.3% | 0.06% | -15.8% |
| WBND | New | LEGG MASON ETF INVTwestn aset ttl | $3,601,731 | – | 185,752 | +100.0% | 0.06% | – |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,594,570 | -0.9% | 14,562 | +2.0% | 0.06% | -3.0% |
| FICO | Buy | FAIR ISAAC CORP | $3,534,049 | +77.1% | 4,069 | +65.0% | 0.06% | +75.0% |
| DBEF | New | DBX ETF TRxtrack msci eafe | $3,528,181 | – | 101,093 | +100.0% | 0.06% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $3,521,536 | -4.2% | 30,720 | +1.2% | 0.06% | -4.5% |
| GPC | Sell | GENUINE PARTS CO | $3,477,144 | -16.4% | 24,083 | -2.0% | 0.06% | -17.3% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $3,501,161 | +22.2% | 84,345 | +26.9% | 0.06% | +19.2% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $3,473,532 | +64.4% | 181,007 | +64.6% | 0.06% | +63.2% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $3,463,181 | -20.7% | 88,368 | -16.4% | 0.06% | -21.5% |
| ROL | Buy | ROLLINS INC | $3,471,228 | -2.1% | 92,987 | +12.3% | 0.06% | -3.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,449,926 | -6.2% | 14,979 | +1.9% | 0.06% | -7.6% |
| LULU | Buy | LULULEMON ATHLETICA INC | $3,410,344 | +2.5% | 8,844 | +0.6% | 0.06% | +1.7% |
| MELI | Buy | MERCADOLIBRE INC | $3,447,366 | +32.0% | 2,719 | +23.4% | 0.06% | +29.8% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $3,439,018 | -10.4% | 100,939 | -0.8% | 0.06% | -11.6% |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $3,428,062 | – | 149,436 | +100.0% | 0.06% | – |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,400,100 | +3.3% | 310,511 | +7.3% | 0.06% | +3.4% |
| O | Buy | REALTY INCOME CORP | $3,399,920 | -6.2% | 68,080 | +12.3% | 0.06% | -6.2% |
| DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $3,442,805 | +13.8% | 107,119 | +8.2% | 0.06% | +10.9% |
| CSX | Sell | CSX CORP | $3,413,579 | -17.8% | 111,010 | -8.9% | 0.06% | -18.7% |
| USIG | Buy | ISHARES TRusd inv grde etf | $3,363,792 | +18.5% | 69,976 | +23.5% | 0.06% | +17.6% |
| DOW | Sell | DOW INC | $3,354,903 | -7.7% | 65,054 | -4.7% | 0.06% | -9.1% |
| CSGP | Sell | COSTAR GROUP INC | $3,367,906 | -18.7% | 43,801 | -5.9% | 0.06% | -20.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $3,352,580 | +9.1% | 75,798 | +13.8% | 0.06% | +9.1% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $3,379,813 | -1.1% | 69,145 | +2.5% | 0.06% | -3.2% |
| EMR | Buy | EMERSON ELEC CO | $3,350,661 | +10.3% | 34,701 | +3.3% | 0.06% | +9.1% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $3,325,450 | -20.4% | 22,143 | -22.9% | 0.06% | -21.3% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $3,294,924 | +38.4% | 8,064 | +39.3% | 0.06% | +37.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $3,336,810 | +13.0% | 18,636 | +4.5% | 0.06% | +11.3% |
| WEC | Sell | WEC ENERGY GROUP INC | $3,334,783 | -29.4% | 41,400 | -22.6% | 0.06% | -30.6% |
| MET | Buy | METLIFE INC | $3,309,925 | +19.8% | 52,616 | +7.6% | 0.06% | +18.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,311,028 | -2.4% | 65,577 | +1.3% | 0.06% | -3.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $3,330,139 | +7.3% | 38,392 | +3.1% | 0.06% | +5.4% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $3,287,711 | -6.6% | 35,880 | +2.2% | 0.06% | -7.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $3,286,002 | -25.6% | 27,190 | -15.1% | 0.06% | -26.2% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $3,247,581 | -0.3% | 32,837 | +4.2% | 0.06% | -1.7% |
| Buy | RYAN SPECIALTY HOLDINGS INCcl a | $3,258,966 | +8.0% | 67,334 | +0.1% | 0.06% | +7.4% | |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $3,216,321 | -3.7% | 37,157 | -7.6% | 0.06% | -5.0% |
| XYL | Buy | XYLEM INC | $3,172,734 | -11.4% | 34,853 | +9.6% | 0.06% | -12.3% |
| TFC | Sell | TRUIST FINL CORP | $3,185,915 | -19.7% | 111,356 | -14.8% | 0.06% | -20.8% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $3,218,110 | +0.5% | 54,396 | +5.8% | 0.06% | -1.7% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $3,220,946 | +18.8% | 64,638 | +23.9% | 0.06% | +16.3% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $3,207,981 | -0.5% | 129,720 | -0.9% | 0.06% | -1.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $3,210,148 | +1.5% | 24,512 | +7.2% | 0.06% | 0.0% |
| SECT | Buy | NORTHERN LTS FD TR IVmain sectr rotn | $3,209,298 | +92.2% | 76,248 | +96.7% | 0.06% | +90.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $3,142,589 | +150.0% | 210,206 | +127.5% | 0.06% | +143.5% |
| SPHY | New | SPDR SER TRportfli high yld | $3,169,348 | – | 141,362 | +100.0% | 0.06% | – |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $3,158,219 | -14.9% | 84,693 | -8.7% | 0.06% | -16.4% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,146,638 | -7.5% | 43,935 | +1.4% | 0.06% | -8.2% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $3,148,806 | +50.5% | 34,089 | +56.3% | 0.06% | +47.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,153,476 | +15.1% | 83,095 | +20.0% | 0.06% | +14.3% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,164,372 | +8.7% | 66,985 | +9.7% | 0.06% | +5.7% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $3,078,468 | -5.3% | 13,138 | -5.3% | 0.06% | -6.8% |
| MKL | Buy | MARKEL GROUP INC | $3,073,087 | +16.7% | 2,087 | +9.6% | 0.06% | +14.6% |
| Sell | ATLASSIAN CORPORATIONcl a | $3,099,929 | +18.3% | 15,383 | -1.5% | 0.06% | +17.0% | |
| COF | Buy | CAPITAL ONE FINL CORP | $3,067,883 | -8.8% | 31,611 | +2.8% | 0.06% | -9.8% |
| PRU | Buy | PRUDENTIAL FINL INC | $3,087,720 | +16.5% | 32,539 | +8.3% | 0.06% | +14.6% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $3,077,190 | +12.7% | 2,777 | +33.4% | 0.06% | +12.2% |
| TDG | Buy | TRANSDIGM GROUP INC | $3,028,111 | -5.1% | 3,591 | +0.6% | 0.05% | -6.9% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $3,014,816 | +29.0% | 32,734 | +34.9% | 0.05% | +28.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,057,909 | +12.1% | 92,188 | +13.9% | 0.05% | +10.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,010,868 | -4.3% | 59,503 | -1.0% | 0.05% | -5.3% |
| ITA | Sell | ISHARES TRus aer def etf | $3,027,950 | -30.5% | 28,573 | -23.4% | 0.05% | -31.6% |
| WSO | Buy | WATSCO INC | $3,032,220 | -0.3% | 8,027 | +0.7% | 0.05% | -1.8% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $3,028,606 | +1.1% | 63,102 | +1.5% | 0.05% | 0.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $3,055,516 | +6.2% | 90,910 | +12.5% | 0.05% | +3.8% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $3,005,055 | -16.3% | 56,475 | +7.2% | 0.05% | -16.9% |
| KR | Sell | KROGER CO | $3,053,159 | -13.5% | 68,253 | -9.2% | 0.05% | -15.6% |
| LNG | Buy | CHENIERE ENERGY INC | $2,968,933 | +11.0% | 17,889 | +1.9% | 0.05% | +10.4% |
| MAS | Buy | MASCO CORP | $2,984,654 | +13.5% | 55,840 | +21.8% | 0.05% | +12.8% |
| Buy | CAPITAL GRP FIXED INCM ETF T | $2,892,023 | +8.5% | 112,530 | +11.8% | 0.05% | +8.3% | |
| CMI | Buy | CUMMINS INC | $2,905,649 | -5.3% | 12,718 | +1.7% | 0.05% | -5.5% |
| BSY | Buy | BENTLEY SYS INC | $2,869,061 | -2.7% | 57,198 | +5.2% | 0.05% | -3.8% |
| QINT | Buy | AMERICAN CENTY ETF TRquality divrsfed | $2,865,306 | -1.8% | 66,793 | +1.1% | 0.05% | -3.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,882,621 | -32.8% | 34,932 | -29.6% | 0.05% | -33.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,857,877 | +77.9% | 27,784 | +79.9% | 0.05% | +75.9% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $2,881,208 | -9.7% | 47,521 | +0.3% | 0.05% | -12.1% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $2,883,025 | +4.5% | 18,983 | +7.7% | 0.05% | +2.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,866,491 | -1.5% | 27,472 | +3.6% | 0.05% | -3.8% |
| SITE | Buy | SITEONE LANDSCAPE SUPPLY INC | $2,870,182 | -1.2% | 17,560 | +1.2% | 0.05% | -1.9% |
| TMUS | Buy | T-MOBILE US INC | $2,841,287 | +2.0% | 20,287 | +1.2% | 0.05% | +2.0% |
| Sell | FIRST TR EXCHANGE-TRADED FDlimited duration | $2,860,013 | -8.4% | 155,520 | -7.3% | 0.05% | -8.9% | |
| BCE | Sell | BCE INC | $2,850,322 | -18.0% | 74,674 | -2.1% | 0.05% | -19.0% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $2,831,975 | -7.3% | 85,584 | -4.7% | 0.05% | -9.1% |
| KMX | Buy | CARMAX INC | $2,805,010 | -12.3% | 39,658 | +3.8% | 0.05% | -13.8% |
| WRB | Buy | BERKLEY W R CORP | $2,750,498 | +29.5% | 43,321 | +21.5% | 0.05% | +28.9% |
| GBDC | Sell | GOLUB CAP BDC INC | $2,746,666 | -12.2% | 187,230 | -19.2% | 0.05% | -12.5% |
| LPLA | Buy | LPL FINL HLDGS INC | $2,769,455 | +14.1% | 11,653 | +4.4% | 0.05% | +11.4% |
| DG | Sell | DOLLAR GEN CORP NEW | $2,773,894 | -54.3% | 26,062 | -27.0% | 0.05% | -55.5% |
| Sell | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $2,683,880 | -6.4% | 105,147 | -4.5% | 0.05% | -7.7% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $2,684,493 | -15.3% | 16,440 | -10.0% | 0.05% | -15.8% |
| Buy | WISDOMTREE TRfloatng rat trea | $2,680,550 | +32.3% | 53,270 | +32.3% | 0.05% | +29.7% | |
| MORN | Buy | MORNINGSTAR INC | $2,706,659 | +25.6% | 11,555 | +5.2% | 0.05% | +23.1% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,687,164 | +13.3% | 95,458 | +1083.9% | 0.05% | +11.6% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $2,712,008 | -20.2% | 45,958 | -5.8% | 0.05% | -21.3% |
| CTVA | Sell | CORTEVA INC | $2,653,516 | -13.4% | 51,873 | -3.1% | 0.05% | -14.5% |
| MKC | Buy | MCCORMICK & CO INC | $2,616,653 | -12.4% | 34,593 | +1.0% | 0.05% | -13.0% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $2,630,272 | +11.8% | 83,739 | +18.2% | 0.05% | +11.9% |
| BLES | Sell | NORTHERN LTS FD TR IVinspire gbl hope | $2,635,456 | -28.8% | 82,745 | -25.3% | 0.05% | -29.9% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $2,620,252 | -12.2% | 103,322 | -12.5% | 0.05% | -13.0% |
| PWR | Sell | QUANTA SVCS INC | $2,623,818 | -14.8% | 14,025 | -10.5% | 0.05% | -16.1% |
| Buy | GENERAL ELECTRIC CO | $2,662,247 | +8.4% | 24,282 | +7.7% | 0.05% | +6.8% | |
| MCO | Buy | MOODYS CORP | $2,632,979 | -8.4% | 8,327 | +0.8% | 0.05% | -9.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,657,385 | +2.6% | 5 | 0.0% | 0.05% | 0.0% | |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $2,625,868 | +121.5% | 24,306 | +136.7% | 0.05% | +123.8% |
| Sell | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $2,663,076 | -6.7% | 123,864 | -3.4% | 0.05% | -9.6% | |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,570,800 | -2.9% | 17,936 | +0.9% | 0.05% | -4.2% |
| AIG | Sell | AMERICAN INTL GROUP INC | $2,582,107 | +3.3% | 42,617 | -1.9% | 0.05% | +2.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $2,594,960 | -71.8% | 88,504 | -71.6% | 0.05% | -72.3% |
| CTAS | Buy | CINTAS CORP | $2,559,185 | -2.3% | 5,320 | +0.9% | 0.05% | -2.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $2,606,324 | +62.2% | 54,639 | +64.4% | 0.05% | +58.6% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $2,503,248 | +26.8% | 47,410 | +29.9% | 0.04% | +25.0% |
| TTD | Sell | THE TRADE DESK INC | $2,518,273 | +0.1% | 32,223 | -1.1% | 0.04% | 0.0% |
| DRI | Sell | DARDEN RESTAURANTS INC | $2,501,220 | -15.6% | 17,464 | -1.6% | 0.04% | -16.7% |
| SPSC | Sell | SPS COMM INC | $2,499,437 | -14.8% | 14,650 | -4.1% | 0.04% | -15.1% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $2,542,161 | +52.3% | 31,346 | +57.8% | 0.04% | +50.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $2,536,373 | +0.2% | 12,941 | +7.5% | 0.04% | -2.2% |
| ETR | Buy | ENTERGY CORP NEW | $2,509,763 | +15.5% | 27,132 | +21.5% | 0.04% | +15.4% |
| AOS | Buy | SMITH A O CORP | $2,508,070 | -7.6% | 37,926 | +1.7% | 0.04% | -8.2% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $2,498,308 | +0.9% | 33,574 | +9.5% | 0.04% | -2.2% | |
| Buy | ASPEN TECHNOLOGY INC | $2,463,417 | +33.1% | 12,060 | +9.2% | 0.04% | +33.3% | |
| COG | Sell | COTERRA ENERGY INC | $2,465,824 | +3.1% | 91,158 | -3.5% | 0.04% | +2.3% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $2,468,585 | -30.1% | 35,632 | -4.8% | 0.04% | -31.2% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $2,488,851 | +16.2% | 104,705 | +16.8% | 0.04% | +12.8% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $2,443,908 | +0.9% | 37,679 | +7.0% | 0.04% | 0.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $2,462,826 | -45.9% | 42,757 | -45.8% | 0.04% | -46.3% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $2,455,463 | +67.4% | 98,375 | +52.2% | 0.04% | +69.2% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $2,490,815 | +13.9% | 22,820 | +15.6% | 0.04% | +12.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $2,475,362 | +16.4% | 44,852 | +4.8% | 0.04% | +15.8% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $2,446,318 | +32.8% | 235,222 | +37.7% | 0.04% | +33.3% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $2,450,637 | -14.3% | 48,866 | -5.1% | 0.04% | -15.4% |
| Sell | CAPITAL GROUP DIVIDEND VALUE | $2,489,574 | -27.5% | 94,052 | -26.0% | 0.04% | -29.0% | |
| PNW | Sell | PINNACLE WEST CAP CORP | $2,395,471 | -14.2% | 32,511 | -5.2% | 0.04% | -14.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $2,407,277 | -8.0% | 15,927 | +1.9% | 0.04% | -8.5% |
| JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $2,411,794 | -0.5% | 54,528 | +3.9% | 0.04% | -2.3% |
| TEL | Sell | TE CONNECTIVITY LTD | $2,439,554 | -21.8% | 19,748 | -11.3% | 0.04% | -23.2% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $2,376,304 | +0.1% | 27,034 | +4.3% | 0.04% | -2.3% |
| FOXF | Buy | FOX FACTORY HLDG CORP | $2,336,009 | -8.6% | 23,577 | +0.1% | 0.04% | -8.7% |
| JNK | Sell | SPDR SER TRbloomberg high y | $2,338,941 | -26.3% | 25,873 | -24.9% | 0.04% | -26.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,382,617 | +23.2% | 40,192 | +26.8% | 0.04% | +20.0% |
| VALQ | Buy | AMERICAN CENTY ETF TRus quality val | $2,352,047 | -1.5% | 48,354 | +0.8% | 0.04% | -2.3% |
| AMH | Buy | AMERICAN HOMES 4 RENTcl a | $2,365,751 | +13.8% | 70,221 | +19.7% | 0.04% | +10.5% |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC | $2,348,553 | -13.5% | 36,863 | -9.2% | 0.04% | -14.3% |
| ANET | Buy | ARISTA NETWORKS INC | $2,369,032 | +59.7% | 12,880 | +40.7% | 0.04% | +55.6% |
| XEL | Sell | XCEL ENERGY INC | $2,350,047 | -19.5% | 41,070 | -12.6% | 0.04% | -20.8% |
| LII | Buy | LENNOX INTL INC | $2,332,263 | +21.9% | 6,228 | +6.1% | 0.04% | +20.0% |
| MMM | Buy | 3M CO | $2,365,884 | +7.6% | 25,253 | +15.0% | 0.04% | +5.0% |
| AVY | Buy | AVERY DENNISON CORP | $2,349,508 | +25.1% | 12,862 | +17.7% | 0.04% | +23.5% |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $2,299,007 | +14.1% | 55,408 | +18.4% | 0.04% | +13.9% |
| CLX | Buy | CLOROX CO DEL | $2,276,573 | -15.8% | 17,370 | +2.1% | 0.04% | -16.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,307,543 | +55.8% | 9,823 | +61.6% | 0.04% | +51.9% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $2,303,766 | +71.6% | 28,604 | +71.9% | 0.04% | +70.8% |
| HCA | Sell | HCA HEALTHCARE INC | $2,291,402 | -43.7% | 9,315 | -30.5% | 0.04% | -43.8% |
| DXCM | Sell | DEXCOM INC | $2,313,287 | -38.3% | 24,794 | -15.0% | 0.04% | -39.7% |
| NVT | Sell | NVENT ELECTRIC PLC | $2,322,961 | +0.2% | 43,837 | -2.3% | 0.04% | -2.4% |
| NDSN | Buy | NORDSON CORP | $2,277,919 | -3.8% | 10,207 | +7.0% | 0.04% | -4.7% |
| COO | Buy | COOPER COS INC | $2,311,386 | -11.9% | 7,268 | +6.3% | 0.04% | -12.8% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,263,405 | +74.5% | 49,484 | +72.8% | 0.04% | +73.9% |
| APTV | Sell | APTIV PLC | $2,250,081 | -4.0% | 22,822 | -0.6% | 0.04% | -4.8% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $2,219,680 | -13.4% | 11,088 | +0.3% | 0.04% | -13.0% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,247,508 | -6.3% | 9,502 | +17.2% | 0.04% | -7.0% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $2,229,345 | +24.0% | 53,168 | +23.8% | 0.04% | +25.0% |
| HEGD | Buy | LISTED FD TRswan hedged eqty | $2,225,410 | +63.5% | 122,849 | +67.1% | 0.04% | +60.0% |
| BP | Buy | BP PLCsponsored adr | $2,254,223 | +23.9% | 58,218 | +12.9% | 0.04% | +21.2% |
| NUE | Sell | NUCOR CORP | $2,228,198 | -50.3% | 14,251 | -47.9% | 0.04% | -50.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,260,962 | +2.7% | 86,593 | +7.4% | 0.04% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $2,266,349 | +5.6% | 30,389 | +1.1% | 0.04% | +2.6% |
| Sell | RB GLOBAL INC | $2,194,153 | +2.4% | 35,106 | -1.7% | 0.04% | 0.0% | |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $2,186,072 | +5.1% | 31,618 | +8.9% | 0.04% | +2.6% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $2,204,621 | +55.9% | 90,464 | +55.9% | 0.04% | +50.0% |
| EBAY | Buy | EBAY INC. | $2,180,826 | +65.7% | 49,444 | +68.0% | 0.04% | +62.5% |
| WLDR | Sell | TWO RDS SHARED TRaffinity world | $2,192,685 | -17.8% | 86,360 | -15.6% | 0.04% | -18.8% |
| SQ | Buy | BLOCK INCcl a | $2,210,193 | -0.6% | 49,936 | +49.5% | 0.04% | -2.5% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $2,183,093 | -5.1% | 38,360 | +4.4% | 0.04% | -7.1% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $2,211,372 | -0.9% | 132,338 | +7.0% | 0.04% | -2.5% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $2,191,054 | +9.6% | 36,414 | +13.0% | 0.04% | +8.3% |
| CAG | Sell | CONAGRA BRANDS INC | $2,193,876 | -23.5% | 80,010 | -6.0% | 0.04% | -25.0% |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100 etf | $2,176,391 | -33.9% | 69,622 | -30.5% | 0.04% | -33.9% |
| BILS | Sell | SPDR SER TRbloomberg 3-12 m | $2,217,786 | -12.8% | 22,305 | -12.8% | 0.04% | -15.2% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $2,145,760 | – | 51,804 | +100.0% | 0.04% | – |
| RJF | Buy | RAYMOND JAMES FINL INC | $2,125,752 | -1.1% | 21,166 | +2.2% | 0.04% | -2.6% |
| STE | Sell | STERIS PLC | $2,155,012 | -15.3% | 9,821 | -13.2% | 0.04% | -17.4% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $2,122,054 | +14.4% | 250,334 | -0.6% | 0.04% | +15.2% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $2,069,127 | +6.4% | 40,658 | +6.2% | 0.04% | +5.7% |
| ATO | Buy | ATMOS ENERGY CORP | $2,067,811 | -5.8% | 19,520 | +3.5% | 0.04% | -7.5% |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $2,090,686 | – | 41,905 | +100.0% | 0.04% | – |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,068,732 | -11.4% | 58,307 | -9.4% | 0.04% | -11.9% |
| SRE | Buy | SEMPRA | $2,079,708 | +0.2% | 30,570 | +114.5% | 0.04% | 0.0% |
| ROST | Sell | ROSS STORES INC | $2,077,522 | -6.7% | 18,393 | -7.4% | 0.04% | -7.5% |
| SEIC | Buy | SEI INVTS CO | $2,092,184 | +3.1% | 34,736 | +2.0% | 0.04% | 0.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,020,886 | +7.8% | 9,435 | +15.7% | 0.04% | +5.9% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,033,023 | -1.3% | 30,012 | -4.9% | 0.04% | -2.7% |
| CMS | Buy | CMS ENERGY CORP | $2,014,653 | -9.1% | 37,933 | +0.6% | 0.04% | -10.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $2,033,304 | +82.7% | 13,128 | +55.0% | 0.04% | +80.0% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $2,028,017 | +48.1% | 82,810 | +51.4% | 0.04% | +44.0% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $2,015,298 | -2.1% | 118,130 | +3.9% | 0.04% | -2.7% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $1,971,855 | +22.9% | 104,968 | +23.9% | 0.04% | +20.7% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,992,604 | +6.1% | 35,525 | +11.0% | 0.04% | +2.9% |
| CBRE | Buy | CBRE GROUP INCcl a | $1,987,093 | -6.5% | 26,903 | +2.2% | 0.04% | -7.9% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $1,950,975 | +48.1% | 18,212 | +35.9% | 0.04% | +45.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $1,955,914 | +24.0% | 7,981 | +28.8% | 0.04% | +25.0% |
| HUM | Buy | HUMANA INC | $1,949,647 | +38.9% | 4,007 | +27.6% | 0.04% | +40.0% |
| RELX | Buy | RELX PLCsponsored adr | $1,969,433 | +11.6% | 58,440 | +10.7% | 0.04% | +9.4% |
| IEX | Sell | IDEX CORP | $1,965,088 | -16.1% | 9,446 | -13.2% | 0.04% | -16.7% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $1,939,592 | +9.8% | 62,027 | +18.1% | 0.04% | +9.4% | |
| KMI | Sell | KINDER MORGAN INC DEL | $1,981,117 | -7.7% | 119,488 | -4.1% | 0.04% | -10.3% |
| BAX | Sell | BAXTER INTL INC | $1,957,146 | -19.4% | 51,622 | -2.8% | 0.04% | -20.5% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $1,986,509 | -6.5% | 19,845 | +6.0% | 0.04% | -7.9% |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $1,983,167 | – | 13,651 | +100.0% | 0.04% | – |
| IAUM | Buy | ISHARES GOLD TRshares represent | $1,971,230 | +18.8% | 106,841 | +23.5% | 0.04% | +16.7% |
| RPM | Sell | RPM INTL INC | $1,895,571 | +5.0% | 19,993 | -0.6% | 0.03% | +3.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,898,181 | +21.2% | 11,340 | +6.3% | 0.03% | +21.4% |
| MFC | Buy | MANULIFE FINL CORP | $1,889,809 | +6.9% | 103,381 | +10.6% | 0.03% | +6.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,919,104 | -15.4% | 19,800 | -14.8% | 0.03% | -17.1% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,902,325 | -3.7% | 17,409 | -1.6% | 0.03% | -5.6% |
| GMAB | Buy | GENMAB A/Ssponsored ads | $1,936,746 | +42.9% | 54,912 | +54.0% | 0.03% | +41.7% |
| ALB | Buy | ALBEMARLE CORP | $1,897,438 | -18.2% | 11,158 | +7.3% | 0.03% | -19.0% |
| TER | Buy | TERADYNE INC | $1,883,591 | -5.8% | 18,749 | +4.4% | 0.03% | -5.6% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,908,680 | +24.1% | 94,912 | +24.2% | 0.03% | +21.4% |
| HOLX | Sell | HOLOGIC INC | $1,885,216 | -19.0% | 27,164 | -5.5% | 0.03% | -19.0% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $1,908,580 | -11.5% | 28,469 | -25.2% | 0.03% | -12.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,904,536 | +4.4% | 69,584 | +0.5% | 0.03% | +3.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,851,209 | -2.8% | 43,404 | +1.4% | 0.03% | -2.9% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,843,244 | +17.5% | 27,072 | +9.1% | 0.03% | +17.9% |
| DVY | Sell | ISHARES TRselect divid etf | $1,862,011 | -43.3% | 17,298 | -40.3% | 0.03% | -44.1% |
| AVB | Buy | AVALONBAY CMNTYS INC | $1,841,597 | -8.6% | 10,723 | +0.7% | 0.03% | -8.3% |
| CNI | Sell | CANADIAN NATL RY CO | $1,867,682 | -10.7% | 17,240 | -0.2% | 0.03% | -13.2% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,861,996 | +11.4% | 29,258 | +11.7% | 0.03% | +10.0% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $1,836,373 | +7.5% | 42,548 | +24.5% | 0.03% | +6.5% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,873,412 | -1.9% | 42,781 | +2.8% | 0.03% | -2.9% |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,872,502 | -39.9% | 51,414 | +87.0% | 0.03% | -41.1% |
| CHE | Buy | CHEMED CORP NEW | $1,838,004 | -3.6% | 3,536 | +0.4% | 0.03% | -2.9% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,793,956 | +28.5% | 67,264 | +34.6% | 0.03% | +28.0% |
| OLLI | Buy | OLLIES BARGAIN OUTLET HLDGS | $1,819,133 | +37.2% | 23,570 | +3.0% | 0.03% | +33.3% |
| ITB | Buy | ISHARES TRus home cons etf | $1,808,960 | -6.5% | 23,047 | +1.7% | 0.03% | -8.6% |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,792,849 | -11.2% | 3,785 | -4.9% | 0.03% | -11.1% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $1,807,875 | – | 48,993 | +100.0% | 0.03% | – |
| New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $1,810,207 | – | 35,033 | +100.0% | 0.03% | – | |
| IDXX | Sell | IDEXX LABS INC | $1,818,622 | -15.0% | 4,159 | -2.3% | 0.03% | -17.9% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,773,117 | -16.2% | 27,371 | -13.8% | 0.03% | -15.8% |
| EIX | Buy | EDISON INTL | $1,769,697 | +0.5% | 27,961 | +10.2% | 0.03% | 0.0% |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,773,318 | – | 9,104 | +100.0% | 0.03% | – |
| New | BONDBLOXX ETF TRUSTbloomberg one yr | $1,802,165 | – | 36,239 | +100.0% | 0.03% | – | |
| FERG | Buy | FERGUSON PLC NEW | $1,782,644 | +63.4% | 10,838 | +56.3% | 0.03% | +60.0% |
| ICLR | Buy | ICON PLC | $1,786,544 | +4.9% | 7,254 | +6.6% | 0.03% | +3.2% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,723,211 | +14.2% | 56,721 | +18.2% | 0.03% | +14.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,713,812 | +5.3% | 8,719 | -1.6% | 0.03% | +6.9% |
| GLW | Buy | CORNING INC | $1,759,633 | +6.4% | 57,749 | +22.3% | 0.03% | +3.3% |
| JBL | Sell | JABIL INC | $1,751,899 | +9.9% | 13,806 | -6.6% | 0.03% | +6.9% |
| DLB | Buy | DOLBY LABORATORIES INC | $1,725,555 | +3.8% | 21,770 | +9.6% | 0.03% | +3.3% |
| TRGP | Buy | TARGA RES CORP | $1,766,922 | +38.7% | 20,612 | +23.2% | 0.03% | +34.8% |
| Sell | JOHN HANCOCK EXCHANGE TRADED | $1,754,604 | -1.7% | 84,600 | -0.5% | 0.03% | -3.1% | |
| EWJ | New | ISHARES INCmsci jpn etf new | $1,725,066 | – | 28,612 | +100.0% | 0.03% | – |
| AON | Buy | AON PLC | $1,715,552 | +3.6% | 5,291 | +10.3% | 0.03% | +3.3% |
| SHYL | Buy | DBX ETF TRxtrackers shrt | $1,743,532 | +5.9% | 40,528 | +7.0% | 0.03% | +3.3% |
| ON | Buy | ON SEMICONDUCTOR CORP | $1,732,550 | +4.1% | 18,639 | +5.9% | 0.03% | +3.3% |
| UBS | Buy | UBS GROUP AG | $1,750,816 | +28.0% | 71,027 | +5.3% | 0.03% | +24.0% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,731,449 | – | 10,848 | +100.0% | 0.03% | – |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,742,659 | -10.3% | 39,814 | +202.0% | 0.03% | -11.4% |
| EFX | Sell | EQUIFAX INC | $1,737,002 | -26.3% | 9,482 | -5.3% | 0.03% | -27.9% |
| EXPO | Buy | EXPONENT INC | $1,740,289 | -0.9% | 20,330 | +8.0% | 0.03% | -3.1% |
| HEIA | Buy | HEICO CORP NEWcl a | $1,747,580 | -7.2% | 13,524 | +1.0% | 0.03% | -8.8% |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $1,729,797 | – | 44,825 | +100.0% | 0.03% | – |
| SAIA | Buy | SAIA INC | $1,740,905 | +22.9% | 4,366 | +5.5% | 0.03% | +19.2% |
| NVR | New | NVR INC | $1,711,467 | – | 287 | +100.0% | 0.03% | – |
| AAON | Buy | AAON INC | $1,703,642 | -11.4% | 29,956 | +47.7% | 0.03% | -14.3% |
| New | RBB FD INCus treasy 2 yr | $1,692,061 | – | 35,288 | +100.0% | 0.03% | – | |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,686,507 | -4.5% | 48,399 | -3.1% | 0.03% | -6.2% |
| LVHD | New | LEGG MASON ETF INVTfranklin us low | $1,678,642 | – | 49,546 | +100.0% | 0.03% | – |
| ACVF | New | ETF OPPORTUNITIES TRUSTamerican conser | $1,677,085 | – | 50,762 | +100.0% | 0.03% | – |
| KKR | Buy | KKR & CO INC | $1,672,003 | +15.6% | 27,142 | +5.1% | 0.03% | +15.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,661,409 | +19.0% | 14,445 | +26.8% | 0.03% | +20.0% |
| AFL | Sell | AFLAC INC | $1,705,485 | -35.5% | 22,221 | -41.3% | 0.03% | -37.5% |
| PSA | Buy | PUBLIC STORAGE | $1,659,918 | -2.6% | 6,299 | +7.9% | 0.03% | -3.2% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $1,708,587 | +13.9% | 4,470 | +17.1% | 0.03% | +11.1% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $1,693,324 | +9.2% | 74,431 | +20.5% | 0.03% | +7.1% |
| ULTA | Sell | ULTA BEAUTY INC | $1,702,271 | -16.6% | 4,261 | -1.8% | 0.03% | -18.9% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,603,496 | -10.7% | 19,037 | -7.4% | 0.03% | -9.4% |
| MCHI | Buy | ISHARES TRmsci china etf | $1,615,333 | +19.4% | 37,314 | +23.4% | 0.03% | +20.8% |
| DOV | Sell | DOVER CORP | $1,636,740 | -10.4% | 11,732 | -5.2% | 0.03% | -12.1% |
| HUBS | Sell | HUBSPOT INC | $1,607,286 | -17.6% | 3,263 | -11.0% | 0.03% | -17.1% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $1,637,533 | +27.4% | 23,766 | +0.0% | 0.03% | +26.1% |
| HPQ | Sell | HP INC | $1,629,275 | -18.7% | 63,392 | -2.8% | 0.03% | -19.4% |
| BRO | Buy | BROWN & BROWN INC | $1,646,812 | +4.1% | 23,579 | +2.6% | 0.03% | 0.0% |
| TRP | Buy | TC ENERGY CORP | $1,604,220 | -14.3% | 46,620 | +0.7% | 0.03% | -14.7% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $1,632,749 | +1.2% | 54,370 | +5.6% | 0.03% | 0.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,648,716 | +17.5% | 29,814 | +20.6% | 0.03% | +16.0% |
| IGIB | Sell | ISHARES TR | $1,649,400 | -18.1% | 33,903 | -14.9% | 0.03% | -19.4% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $1,640,352 | +6.0% | 20,579 | -0.4% | 0.03% | +3.6% |
| GIS | Sell | GENERAL MLS INC | $1,601,342 | -42.8% | 25,024 | -31.4% | 0.03% | -43.1% |
| PKG | Buy | PACKAGING CORP AMER | $1,553,578 | +21.8% | 10,117 | +4.8% | 0.03% | +21.7% |
| ENTG | Sell | ENTEGRIS INC | $1,569,409 | -28.1% | 16,711 | -15.1% | 0.03% | -28.2% |
| NDAQ | Sell | NASDAQ INC | $1,589,121 | -9.7% | 32,704 | -7.4% | 0.03% | -12.5% |
| PNR | Buy | PENTAIR PLC | $1,571,609 | +9.6% | 24,271 | +9.4% | 0.03% | +7.7% |
| WCN | Buy | WASTE CONNECTIONS INC | $1,575,375 | -1.4% | 11,730 | +5.0% | 0.03% | -3.4% |
| VMC | Sell | VULCAN MATLS CO | $1,588,623 | -16.0% | 7,863 | -6.3% | 0.03% | -17.6% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $1,571,650 | -14.1% | 88,844 | -10.8% | 0.03% | -15.2% |
| YUMC | Buy | YUM CHINA HLDGS INC | $1,552,288 | +2.5% | 27,855 | +3.9% | 0.03% | +3.7% |
| RACE | Buy | FERRARI N V | $1,518,383 | -7.4% | 5,137 | +1.9% | 0.03% | -10.0% |
| AMCR | Buy | AMCOR PLCord | $1,499,573 | -6.2% | 163,708 | +2.2% | 0.03% | -6.9% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,518,028 | -52.3% | 10,501 | -35.2% | 0.03% | -52.6% |
| ALLE | Buy | ALLEGION PLC | $1,501,046 | -7.0% | 14,405 | +7.1% | 0.03% | -6.9% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,533,729 | -6.4% | 10,404 | -3.5% | 0.03% | -10.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,516,718 | -10.5% | 21,902 | -5.7% | 0.03% | -12.9% |
| APA | New | APA CORPORATION | $1,531,205 | – | 37,255 | +100.0% | 0.03% | – |
| ARGX | Buy | ARGENX SEsponsored adr | $1,540,768 | +49.0% | 3,134 | +18.1% | 0.03% | +42.1% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $1,532,192 | +3.8% | 46,970 | +4.6% | 0.03% | 0.0% | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $1,514,440 | -4.3% | 48,153 | -2.3% | 0.03% | -6.9% |
| BILL | Sell | BILL HOLDINGS INC | $1,528,883 | -9.0% | 14,082 | -2.0% | 0.03% | -10.0% |
| IBN | Buy | ICICI BANK LIMITEDadr | $1,502,661 | +6.6% | 64,993 | +6.4% | 0.03% | +8.0% |
| Buy | NCINO INC | $1,521,630 | +9.9% | 47,850 | +4.1% | 0.03% | +8.0% | |
| Buy | WORLD GOLD TRspdr gld minis | $1,442,901 | +6.8% | 39,359 | +11.0% | 0.03% | +8.3% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $1,474,941 | -57.1% | 15,752 | -61.4% | 0.03% | -58.1% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $1,449,916 | -8.8% | 30,842 | -4.5% | 0.03% | -10.3% |
| IGV | Buy | ISHARES TRexpanded tech | $1,448,307 | +4.9% | 4,244 | +6.3% | 0.03% | +4.0% |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $1,442,592 | -23.5% | 27,327 | -22.0% | 0.03% | -23.5% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $1,465,471 | -10.5% | 3,172 | +4.6% | 0.03% | -13.3% |
| BG | Buy | BUNGE LIMITED | $1,456,848 | +15.6% | 13,458 | +0.8% | 0.03% | +13.0% |
| GPN | New | GLOBAL PMTS INC | $1,451,382 | – | 12,578 | +100.0% | 0.03% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,463,897 | – | 75,517 | +100.0% | 0.03% | – |
| LAD | New | LITHIA MTRS INC | $1,435,224 | – | 4,859 | +100.0% | 0.03% | – |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,476,483 | -1.8% | 55,885 | +0.4% | 0.03% | -3.7% |
| DLS | New | WISDOMTREE TRintl smcap div | $1,473,933 | – | 25,647 | +100.0% | 0.03% | – |
| EZU | Sell | ISHARES INCmsci eurzone etf | $1,444,077 | -16.9% | 34,187 | -9.9% | 0.03% | -16.1% |
| FITB | New | FIFTH THIRD BANCORP | $1,456,974 | – | 57,519 | +100.0% | 0.03% | – |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $1,445,662 | -3.0% | 11,760 | +3.1% | 0.03% | -3.7% |
| KHC | Buy | KRAFT HEINZ CO | $1,460,196 | -4.8% | 43,404 | +0.4% | 0.03% | -7.1% |
| ES | Buy | EVERSOURCE ENERGY | $1,479,334 | -8.2% | 25,439 | +12.0% | 0.03% | -10.3% |
| IBDR | New | ISHARES TRibonds dec2026 | $1,438,218 | – | 61,633 | +100.0% | 0.03% | – |
| BL | Buy | BLACKLINE INC | $1,464,380 | +14.5% | 26,399 | +11.1% | 0.03% | +13.0% |
| VNOM | Buy | VIPER ENERGY PARTNERS LP | $1,485,168 | +7.3% | 53,270 | +3.3% | 0.03% | +4.0% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $1,379,493 | +10.8% | 25,857 | +14.1% | 0.02% | +13.6% |
| AGM | Sell | FEDERAL AGRIC MTG CORPcl c | $1,426,194 | +5.1% | 9,242 | -2.1% | 0.02% | +4.2% |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $1,383,460 | +7.8% | 27,537 | +10.6% | 0.02% | +8.7% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $1,415,976 | -7.7% | 7,042 | +10.7% | 0.02% | -10.7% |
| XP | New | XP INCcl a | $1,384,585 | – | 60,068 | +100.0% | 0.02% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,386,962 | – | 30,529 | +100.0% | 0.02% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,394,749 | +26.0% | 173,564 | +20.2% | 0.02% | +25.0% |
| CCJ | Sell | CAMECO CORP | $1,377,432 | +17.5% | 34,748 | -7.2% | 0.02% | +19.0% |
| OVV | New | OVINTIV INC | $1,382,208 | – | 29,056 | +100.0% | 0.02% | – |
| WWJD | Sell | NORTHERN LTS FD TR IVinspire intl etf | $1,392,729 | -22.0% | 52,854 | -17.7% | 0.02% | -21.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,399,528 | -28.3% | 29,223 | -28.1% | 0.02% | -28.6% |
| GSID | Buy | GOLDMAN SACHS ETF TRmarketbeta intl | $1,381,703 | +0.4% | 28,281 | +5.9% | 0.02% | 0.0% |
| URI | Buy | UNITED RENTALS INC | $1,399,136 | +4.6% | 3,147 | +4.8% | 0.02% | +4.2% |
| CCK | Buy | CROWN HLDGS INC | $1,378,767 | +5.0% | 15,582 | +3.1% | 0.02% | +4.2% |
| WELL | Buy | WELLTOWER INC | $1,398,441 | +3.9% | 17,070 | +2.6% | 0.02% | +4.2% |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,399,237 | – | 23,097 | +100.0% | 0.02% | – |
| OSK | Sell | OSHKOSH CORP | $1,368,236 | +7.2% | 14,314 | -2.6% | 0.02% | +4.3% |
| CODI | Buy | COMPASS DIVERSIFIEDsh ben int | $1,331,161 | -11.1% | 70,919 | +2.8% | 0.02% | -11.1% |
| PCAR | New | PACCAR INC | $1,335,725 | – | 15,710 | +100.0% | 0.02% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,346,967 | -2.3% | 7,735 | +9.9% | 0.02% | -4.0% |
| EHC | New | ENCOMPASS HEALTH CORP | $1,325,917 | – | 19,742 | +100.0% | 0.02% | – |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $1,334,549 | +22.5% | 7,079 | +17.6% | 0.02% | +20.0% |
| HYBB | Sell | ISHARES TRbb rat corp bd | $1,336,780 | -4.4% | 30,541 | -2.1% | 0.02% | -4.0% |
| EMN | Buy | EASTMAN CHEM CO | $1,370,057 | -2.3% | 17,857 | +6.6% | 0.02% | -4.0% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,348,790 | +9.2% | 34,646 | +12.7% | 0.02% | +9.1% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $1,327,790 | – | 18,380 | +100.0% | 0.02% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $1,348,204 | – | 19,777 | +100.0% | 0.02% | – |
| DLN | Sell | WISDOMTREE TRus largecap divd | $1,348,906 | -9.2% | 21,937 | -6.1% | 0.02% | -11.1% |
| TYL | Sell | TYLER TECHNOLOGIES INC | $1,345,312 | -9.9% | 3,484 | -2.9% | 0.02% | -11.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,274,141 | +2.9% | 9,120 | +6.3% | 0.02% | +4.5% |
| IAK | Sell | ISHARES TRu.s. insrnce etf | $1,276,905 | -0.9% | 13,932 | -5.0% | 0.02% | 0.0% |
| New | WARNER BROS DISCOVERY INC | $1,289,245 | – | 118,715 | +100.0% | 0.02% | – | |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $1,315,289 | -0.8% | 26,180 | +1.4% | 0.02% | -4.2% |
| ARCC | Sell | ARES CAPITAL CORP | $1,313,064 | -8.9% | 67,440 | -12.1% | 0.02% | -11.5% |
| STT | Buy | STATE STR CORP | $1,277,988 | -6.9% | 19,085 | +1.7% | 0.02% | -8.0% |
| SLV | Sell | ISHARES SILVER TRishares | $1,263,328 | -36.7% | 62,110 | -35.0% | 0.02% | -36.1% |
| WPC | Buy | WP CAREY INC | $1,288,274 | -19.3% | 23,821 | +0.8% | 0.02% | -20.7% |
| STLD | New | STEEL DYNAMICS INC | $1,290,030 | – | 12,031 | +100.0% | 0.02% | – |
| UDR | Sell | UDR INC | $1,268,861 | -20.4% | 35,572 | -4.2% | 0.02% | -20.7% |
| INFY | Buy | INFOSYS LTDsponsored adr | $1,273,945 | +20.3% | 74,456 | +13.0% | 0.02% | +21.1% |
| RPAR | Sell | TIDAL ETF TRrpar risk pari | $1,268,712 | -13.9% | 72,456 | -5.4% | 0.02% | -14.8% |
| EXAS | Buy | EXACT SCIENCES CORP | $1,291,882 | -24.6% | 18,937 | +3.7% | 0.02% | -25.8% |
| HES | Sell | HESS CORP | $1,288,995 | +9.6% | 8,424 | -2.6% | 0.02% | +9.5% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $1,305,602 | -13.6% | 22,238 | -2.9% | 0.02% | -14.8% |
| FFIV | Sell | F5 INC | $1,264,304 | +9.8% | 7,846 | -0.3% | 0.02% | +9.5% |
| ALL | Sell | ALLSTATE CORP | $1,301,520 | -1.9% | 11,682 | -4.0% | 0.02% | -4.2% |
| PGHY | Buy | INVESCO EXCH TRADED FD TR IIglobal ex us hgh | $1,303,209 | +2.7% | 68,989 | +5.3% | 0.02% | 0.0% |
| VRSN | Buy | VERISIGN INC | $1,282,591 | -8.4% | 6,336 | +2.1% | 0.02% | -8.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,272,038 | -0.3% | 5,674 | +7.9% | 0.02% | 0.0% |
| ET | Sell | ENERGY TRANSFER L P | $1,304,473 | +5.8% | 92,977 | -4.3% | 0.02% | +4.5% |
| New | HALEON PLCspon ads | $1,254,345 | – | 150,581 | +100.0% | 0.02% | – | |
| HAS | Buy | HASBRO INC | $1,237,364 | +21.4% | 18,708 | +18.9% | 0.02% | +22.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,222,269 | +4.9% | 17,236 | +6.6% | 0.02% | +4.8% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,207,438 | – | 2,644 | +100.0% | 0.02% | – |
| SPLK | Sell | SPLUNK INC | $1,235,447 | +3.7% | 8,447 | -24.8% | 0.02% | 0.0% |
| Buy | GSK PLCsponsored adr | $1,258,533 | +24.9% | 34,718 | +22.8% | 0.02% | +22.2% | |
| USPH | Sell | U S PHYSICAL THERAPY | $1,213,440 | -25.1% | 13,228 | -0.9% | 0.02% | -24.1% |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,213,530 | – | 8,292 | +100.0% | 0.02% | – |
| FSLR | Buy | FIRST SOLAR INC | $1,252,484 | -9.7% | 7,750 | +6.2% | 0.02% | -12.0% |
| FALN | Sell | ISHARES TRfaln angls usd | $1,259,620 | -89.6% | 50,791 | -89.4% | 0.02% | -90.0% |
| IBDS | New | ISHARES TRibonds 27 etf | $1,214,730 | – | 52,494 | +100.0% | 0.02% | – |
| DLTR | Sell | DOLLAR TREE INC | $1,207,571 | -31.9% | 11,344 | -8.2% | 0.02% | -31.2% |
| CHH | Buy | CHOICE HOTELS INTL INC | $1,219,986 | +11.1% | 9,958 | +6.6% | 0.02% | +10.0% |
| CNC | Buy | CENTENE CORP DEL | $1,219,838 | +13.2% | 17,709 | +10.9% | 0.02% | +15.8% |
| KNSL | Buy | KINSALE CAP GROUP INC | $1,238,601 | +15.5% | 2,990 | +4.4% | 0.02% | +15.8% |
| DDWM | Buy | WISDOMTREE TRcurrncy int eq | $1,214,197 | +11.3% | 39,862 | +14.1% | 0.02% | +10.0% |
| A | Buy | AGILENT TECHNOLOGIES INC | $1,219,733 | +8.8% | 10,908 | +17.0% | 0.02% | +10.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,262,366 | -8.4% | 13,819 | -3.1% | 0.02% | -12.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,184,563 | +7.7% | 11,154 | +12.0% | 0.02% | +5.0% |
| SFBS | New | SERVISFIRST BANCSHARES INC | $1,206,575 | – | 23,127 | +100.0% | 0.02% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $1,176,057 | – | 14,269 | +100.0% | 0.02% | – |
| GSHD | Buy | GOOSEHEAD INS INC | $1,193,215 | +18.6% | 16,009 | +0.0% | 0.02% | +16.7% |
| DKS | Sell | DICKS SPORTING GOODS INC | $1,159,770 | -35.3% | 10,681 | -21.2% | 0.02% | -34.4% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,186,717 | -5.8% | 14,039 | -1.4% | 0.02% | -8.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,180,178 | -45.1% | 20,074 | -41.3% | 0.02% | -46.2% |
| WFHY | Buy | WISDOMTREE TRus hgh yld corp | $1,187,207 | +16.7% | 27,488 | +19.3% | 0.02% | +16.7% |
| CAH | Buy | CARDINAL HEALTH INC | $1,190,957 | -6.6% | 13,717 | +1.8% | 0.02% | -8.7% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $1,198,805 | -11.8% | 11,830 | -10.4% | 0.02% | -16.0% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $1,166,663 | -14.6% | 4,081 | -1.6% | 0.02% | -16.0% |
| Buy | HARBOR ETF TRUSTdividend gth lea | $1,171,684 | +8.4% | 96,434 | +12.5% | 0.02% | +5.0% | |
| MAC | New | MACERICH CO | $1,161,664 | – | 106,477 | +100.0% | 0.02% | – |
| New | DIMENSIONAL ETF TRUSTemerging markets | $1,170,106 | – | 39,813 | +100.0% | 0.02% | – | |
| SU | New | SUNCOR ENERGY INC NEW | $1,114,073 | – | 32,404 | +100.0% | 0.02% | – |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $1,115,682 | -11.8% | 21,588 | +7.0% | 0.02% | -13.0% |
| PRGO | New | PERRIGO CO PLC | $1,136,142 | – | 35,559 | +100.0% | 0.02% | – |
| GLOB | New | GLOBANT S A | $1,146,541 | – | 5,795 | +100.0% | 0.02% | – |
| RWK | Sell | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $1,097,986 | -9.0% | 11,701 | -6.8% | 0.02% | -9.1% |
| HYMU | Buy | BLACKROCK ETF TRUST IIhigh yld muni in | $1,135,813 | -4.8% | 55,541 | +1.3% | 0.02% | -9.1% |
| RVT | Buy | ROYCE VALUE TR INC | $1,133,500 | -4.6% | 88,073 | +2.2% | 0.02% | -4.8% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $1,131,206 | -26.0% | 8,549 | -6.4% | 0.02% | -28.6% |
| KDP | New | KEURIG DR PEPPER INC | $1,120,043 | – | 35,478 | +100.0% | 0.02% | – |
| EWL | Sell | ISHARES INCmsci switzerland | $1,150,771 | -27.9% | 26,412 | -23.6% | 0.02% | -31.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,113,252 | -63.0% | 11,116 | -63.1% | 0.02% | -63.0% |
| FTNT | Sell | FORTINET INC | $1,097,234 | -48.0% | 18,698 | -33.0% | 0.02% | -47.4% |
| IWX | New | ISHARES TRrus tp200 vl etf | $1,101,398 | – | 16,848 | +100.0% | 0.02% | – |
| PUK | Buy | PRUDENTIAL PLCadr | $1,137,824 | -20.6% | 51,908 | +2.5% | 0.02% | -23.1% |
| SJM | Buy | SMUCKER J M CO | $1,098,564 | -13.1% | 8,937 | +4.4% | 0.02% | -13.0% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $1,146,133 | -0.2% | 21,617 | +3.3% | 0.02% | -4.8% |
| MOS | Sell | MOSAIC CO NEW | $1,136,307 | -42.1% | 31,918 | -43.1% | 0.02% | -42.9% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $1,127,047 | -5.9% | 5,275 | +15.1% | 0.02% | -9.1% |
| LSTR | Sell | LANDSTAR SYS INC | $1,068,632 | -9.3% | 6,039 | -1.3% | 0.02% | -9.5% |
| NXTG | Sell | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $1,058,338 | -17.5% | 15,595 | -12.8% | 0.02% | -17.4% |
| SPTL | New | SPDR SER TRportfolio ln tsr | $1,085,378 | – | 41,505 | +100.0% | 0.02% | – |
| Buy | HARBOR ETF TRUSTlong term grower | $1,086,135 | +4.8% | 60,882 | +8.9% | 0.02% | 0.0% | |
| New | DOUBLELINE ETF TRUSTopportunistic bd | $1,075,710 | – | 24,381 | +100.0% | 0.02% | – | |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,082,076 | – | 27,582 | +100.0% | 0.02% | – |
| HDV | Sell | ISHARES TRcore high dv etf | $1,093,940 | -28.7% | 11,062 | -27.3% | 0.02% | -32.1% |
| PHDG | Sell | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $1,091,854 | -23.7% | 35,043 | -18.5% | 0.02% | -26.9% |
| FNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,071,223 | -3.2% | 27,565 | +0.3% | 0.02% | -5.0% |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $1,080,459 | -4.4% | 54,929 | -1.9% | 0.02% | -5.0% | |
| VMW | Sell | VMWARE INC | $1,061,447 | -46.9% | 6,375 | -54.1% | 0.02% | -47.2% |
| MANH | Buy | MANHATTAN ASSOCIATES INC | $1,049,377 | +0.8% | 5,309 | +2.0% | 0.02% | 0.0% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $1,044,815 | – | 24,074 | +100.0% | 0.02% | – |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $1,088,827 | -13.4% | 20,115 | -4.3% | 0.02% | -17.4% |
| IQSI | New | INDEXIQ ETF TRcandriam interna | $1,049,222 | – | 40,796 | +100.0% | 0.02% | – |
| SUI | Buy | SUN CMNTYS INC | $1,057,538 | +4.6% | 8,936 | +15.3% | 0.02% | +5.6% |
| RGEN | New | REPLIGEN CORP | $1,046,445 | – | 6,581 | +100.0% | 0.02% | – |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $1,068,894 | -24.0% | 17,913 | -7.5% | 0.02% | -24.0% |
| SNA | Sell | SNAP ON INC | $1,075,149 | -14.9% | 4,215 | -3.9% | 0.02% | -17.4% |
| MTN | New | VAIL RESORTS INC | $1,047,721 | – | 4,721 | +100.0% | 0.02% | – |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $1,067,108 | +5.4% | 25,837 | -8.2% | 0.02% | +5.6% |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $1,085,373 | -4.3% | 13,324 | +8.6% | 0.02% | -5.0% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,082,292 | -20.9% | 11,139 | -11.8% | 0.02% | -24.0% |
| DGS | New | WISDOMTREE TRemg mkts smcap | $1,093,818 | – | 23,645 | +100.0% | 0.02% | – |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $1,053,431 | -22.8% | 13,877 | -22.7% | 0.02% | -24.0% |
| CHX | New | CHAMPIONX CORPORATION | $1,039,550 | – | 29,184 | +100.0% | 0.02% | – |
| AEE | Buy | AMEREN CORP | $1,058,704 | -1.9% | 14,148 | +7.0% | 0.02% | 0.0% |
| EXC | Buy | EXELON CORP | $1,063,125 | -7.1% | 28,130 | +0.1% | 0.02% | -9.5% |
| CALF | New | PACER FDS TRpacer us small | $1,049,089 | – | 25,158 | +100.0% | 0.02% | – |
| MEDP | New | MEDPACE HLDGS INC | $1,012,830 | – | 4,183 | +100.0% | 0.02% | – |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,020,079 | -5.6% | 5,240 | -2.3% | 0.02% | -10.0% |
| CFR | Sell | CULLEN FROST BANKERS INC | $1,016,713 | -23.5% | 11,136 | -10.0% | 0.02% | -25.0% |
| BWA | Sell | BORGWARNER INC | $1,012,620 | -30.3% | 25,083 | -15.5% | 0.02% | -30.8% |
| EXP | Buy | EAGLE MATLS INC | $1,007,278 | -1.8% | 6,048 | +9.9% | 0.02% | -5.3% |
| EME | New | EMCOR GROUP INC | $1,031,228 | – | 4,901 | +100.0% | 0.02% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $1,007,933 | – | 17,720 | +100.0% | 0.02% | – |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,026,169 | -18.6% | 12,219 | -14.5% | 0.02% | -21.7% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $1,020,027 | -0.0% | 30,494 | +7.1% | 0.02% | 0.0% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $1,028,050 | – | 26,537 | +100.0% | 0.02% | – |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $1,002,379 | -1.9% | 14,403 | -0.5% | 0.02% | 0.0% |
| SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,036,457 | -26.4% | 36,714 | -26.2% | 0.02% | -28.0% |
| Buy | RBB FD INCus treas 3 mnth | $1,026,185 | +1.2% | 20,495 | +1.3% | 0.02% | 0.0% | |
| RSG | Buy | REPUBLIC SVCS INC | $1,026,340 | +2.5% | 7,201 | +10.1% | 0.02% | 0.0% |
| TECH | Exit | BIO-TECHNE CORP | $0 | – | -12,514 | -100.0% | -0.02% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -1,924 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -8,646 | -100.0% | -0.02% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -16,601 | -100.0% | -0.02% | – |
| JHMM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $0 | – | -21,015 | -100.0% | -0.02% | – |
| PODD | Exit | INSULET CORP | $0 | – | -3,716 | -100.0% | -0.02% | – |
| ACIO | Exit | ETF SER SOLUTIONSaptus collrd inv | $0 | – | -33,056 | -100.0% | -0.02% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -14,074 | -100.0% | -0.02% | – |
| IBMM | Exit | ISHARES TRibonds dec | $0 | – | -40,594 | -100.0% | -0.02% | – |
| PGNY | Exit | PROGYNY INC | $0 | – | -26,711 | -100.0% | -0.02% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -17,702 | -100.0% | -0.02% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -25,740 | -100.0% | -0.02% | – |
| PPL | Exit | PPL CORP | $0 | – | -41,915 | -100.0% | -0.02% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -3,313 | -100.0% | -0.02% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -31,888 | -100.0% | -0.02% | – |
| TRU | Exit | TRANSUNION | $0 | – | -14,200 | -100.0% | -0.02% | – |
| BLL | Exit | BALL CORP | $0 | – | -18,838 | -100.0% | -0.02% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -4,560 | -100.0% | -0.02% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -2,788 | -100.0% | -0.02% | – |
| KXI | Exit | ISHARES TRglb cnsm stp etf | $0 | – | -19,782 | -100.0% | -0.02% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -22,336 | -100.0% | -0.02% | – |
| G | Exit | GENPACT LIMITED | $0 | – | -32,743 | -100.0% | -0.02% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -12,204 | -100.0% | -0.02% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -17,176 | -100.0% | -0.02% | – |
| ROBT | Exit | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $0 | – | -27,529 | -100.0% | -0.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -11,350 | -100.0% | -0.02% | – |
| SMMD | Exit | ISHARES TRrusel 2500 etf | $0 | – | -22,495 | -100.0% | -0.02% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -8,587 | -100.0% | -0.02% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -25,564 | -100.0% | -0.02% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -13,286 | -100.0% | -0.02% | – |
| KBR | Exit | KBR INC | $0 | – | -20,291 | -100.0% | -0.02% | – |
| QEFA | Exit | SPDR INDEX SHS FDSmsci eafe strtgc | $0 | – | -19,723 | -100.0% | -0.02% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -4,484 | -100.0% | -0.03% | – |
| GSST | Exit | GOLDMAN SACHS ETF TRaces ultra shr | $0 | – | -29,572 | -100.0% | -0.03% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -39,927 | -100.0% | -0.03% | – |
| SYLD | Exit | CAMBRIA ETF TR | $0 | – | -25,399 | -100.0% | -0.03% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -4,555 | -100.0% | -0.03% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -12,202 | -100.0% | -0.03% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -8,147 | -100.0% | -0.03% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -53,690 | -100.0% | -0.03% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -171,701 | -100.0% | -0.03% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -83,667 | -100.0% | -0.03% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -11,823 | -100.0% | -0.03% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -24,580 | -100.0% | -0.04% | – |
| STPZ | Exit | PIMCO ETF TR1-5 us tip idx | $0 | – | -39,971 | -100.0% | -0.04% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -69,437 | -100.0% | -0.04% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -69,257 | -100.0% | -0.04% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -33,642 | -100.0% | -0.04% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -66,580 | -100.0% | -0.05% | – |
| GDMA | Exit | EA SERIES TRUSTgadsdn dyn mlt | $0 | – | -130,273 | -100.0% | -0.07% | – |
| HYMB | Exit | SPDR SER TRnuveen bloomberg | $0 | – | -159,319 | -100.0% | -0.07% | – |
| TPLC | Exit | TIMOTHY PLANus lrgmd cp core | $0 | – | -110,948 | -100.0% | -0.07% | – |
| LQDH | Exit | ISHARES U S ETF TRint rt hdg c b | $0 | – | -51,423 | -100.0% | -0.09% | – |
| LQDI | Exit | ISHARES U S ETF TRinflation hedg | $0 | – | -198,504 | -100.0% | -0.09% | – |
| CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -91,862 | -100.0% | -0.10% | – |
| PAUG | Exit | INNOVATOR ETFS TRus eqty pwr bf | $0 | – | -235,825 | -100.0% | -0.13% | – |
| Exit | STARBOARD INVT TRrh hedged multi | $0 | – | -1,044,866 | -100.0% | -0.15% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- HBKS Wealth Advisors #1
- Vivaldi Capital Management LP #2
- Ausdal Financial Partners, Inc. #3
- OneAscent Financial Services LLC #4
- LIFEMARK SECURITIES CORP. #5
- Pinnacle Wealth Planning Services, Inc. #6
- Peak Capital Management LLC #7
- Stewardship Advisory Group #8
- Belpointe Asset Management LLC #9
- CENTAURUS FINANCIAL, INC. #10
- WealthBridge Capital Management, LLC #11
- Thrive Wealth Management, LLC #12
- Cascadia Advisory Services, LLC #13
- Sanctuary Advisors, LLC #14
- Wealth Alliance #15
- F3Logic, LLC #16
- Summit Financial, LLC #17
- Eagle Bay Advisors LLC #18
- Drive Wealth Advisors #19
- Midway Wealth Partners #20
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 8.9% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES INC | 42 | Q3 2023 | 2.5% |
| PIMCO ETF TR | 42 | Q3 2023 | 4.8% |
| META PLATFORMS INC | 42 | Q3 2023 | 1.1% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 0.9% |
| CISCO SYS INC | 42 | Q3 2023 | 1.0% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 0.8% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.9% |
View Atria Investments, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-16 |
View Atria Investments, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.