$5.18 Billion is the total value of Atria Investments, Inc's 761 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $167,701,000 | +61.1% | 391,770 | +49.1% | 3.24% | +40.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $157,022,000 | +19.3% | 1,389,819 | +14.6% | 3.03% | +4.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $115,947,000 | +595.4% | 749,060 | +560.7% | 2.24% | +506.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $97,186,000 | +23.4% | 274,204 | +11.1% | 1.88% | +7.6% |
| MSFT | Buy | MICROSOFT CORP | $93,717,000 | +20.8% | 345,946 | +5.2% | 1.81% | +5.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $72,620,000 | +17.6% | 168,915 | +8.8% | 1.40% | +2.6% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $62,945,000 | +4.6% | 928,254 | +3.7% | 1.22% | -8.8% |
| AMZN | Buy | AMAZON COM INC | $61,231,000 | +17.3% | 17,799 | +5.5% | 1.18% | +2.3% |
| AAPL | Buy | APPLE INC | $60,423,000 | +12.8% | 441,173 | +0.6% | 1.17% | -1.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $54,537,000 | +30.2% | 190,150 | +16.7% | 1.05% | +13.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $52,532,000 | +7.0% | 984,297 | +7.0% | 1.01% | -6.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $52,419,000 | +25.2% | 532,332 | +15.5% | 1.01% | +9.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $46,265,000 | +26.7% | 336,573 | +21.2% | 0.89% | +10.5% |
| FB | Buy | FACEBOOK INCcl a | $46,257,000 | +31.0% | 133,033 | +11.0% | 0.89% | +14.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $42,735,000 | +34.1% | 829,475 | +27.8% | 0.82% | +16.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $37,928,000 | +28.4% | 15,533 | +8.4% | 0.73% | +11.9% |
| EFV | Buy | ISHARES TReafe value etf | $36,533,000 | +28.7% | 705,817 | +26.8% | 0.70% | +12.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $36,104,000 | +33.3% | 104,663 | +27.6% | 0.70% | +16.4% |
| UWM | Buy | PROSHARES TR | $35,391,000 | +15.6% | 591,331 | +115.8% | 0.68% | +0.7% |
| IUSB | Buy | ISHARES TRcore total usd | $34,970,000 | +34.5% | 653,771 | +32.6% | 0.68% | +17.4% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $32,692,000 | +6.0% | 1,179,782 | +4.3% | 0.63% | -7.6% |
| GOVT | Buy | ISHARES TRus treas bd etf | $30,519,000 | +18.3% | 1,147,332 | +16.5% | 0.59% | +3.2% |
| IGSB | Buy | ISHARES TR | $30,101,000 | +1.1% | 549,188 | +0.9% | 0.58% | -11.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $29,543,000 | +18.8% | 200,078 | +6.8% | 0.57% | +3.4% |
| V | Buy | VISA INC | $29,529,000 | +15.2% | 126,289 | +4.3% | 0.57% | +0.5% |
| VOO | Buy | VANGUARD INDEX FDS | $28,846,000 | +25.0% | 73,303 | +15.7% | 0.56% | +9.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $28,491,000 | +25.1% | 48,648 | +1.5% | 0.55% | +9.1% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $28,169,000 | +6.0% | 493,324 | +6.1% | 0.54% | -7.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $27,577,000 | +16.3% | 167,397 | +16.1% | 0.53% | +1.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $26,683,000 | +17.2% | 231,361 | +15.7% | 0.52% | +2.2% |
| KDFI | Buy | KRANESHARES TRkya dynmc inc | $26,530,000 | +36.6% | 1,216,233 | +34.7% | 0.51% | +19.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $25,409,000 | +32.4% | 10,138 | +9.3% | 0.49% | +15.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $25,179,000 | +11.5% | 62,878 | +3.6% | 0.49% | -2.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $23,467,000 | +16.4% | 285,630 | +16.4% | 0.45% | +1.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $23,040,000 | +8.5% | 148,131 | +6.2% | 0.44% | -5.3% |
| LOW | Buy | LOWES COS INC | $22,609,000 | +5.3% | 116,560 | +3.3% | 0.44% | -8.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $22,526,000 | +363.9% | 56,488 | +317.0% | 0.44% | +306.5% |
| CSCO | Buy | CISCO SYS INC | $22,324,000 | +11.2% | 421,209 | +8.4% | 0.43% | -3.1% |
| TXN | Buy | TEXAS INSTRS INC | $22,157,000 | +9.8% | 115,223 | +7.9% | 0.43% | -4.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $21,995,000 | +14.3% | 60,246 | +11.5% | 0.42% | -0.5% |
| EFG | Buy | ISHARES TReafe grwth etf | $21,976,000 | +26.6% | 204,846 | +18.6% | 0.42% | +10.4% |
| ESGE | Buy | ISHARES INCesg awr msci em | $20,961,000 | +25.5% | 464,258 | +20.4% | 0.40% | +9.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $20,890,000 | +89.7% | 144,721 | +78.0% | 0.40% | +65.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $20,840,000 | +70.9% | 165,461 | +58.4% | 0.40% | +48.9% |
| HD | Buy | HOME DEPOT INC | $19,854,000 | +9.1% | 62,259 | +4.5% | 0.38% | -5.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $19,629,000 | +13.7% | 174,544 | +10.0% | 0.38% | -0.8% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $19,347,000 | +12.4% | 111,554 | +4.2% | 0.37% | -2.1% |
| CVX | Buy | CHEVRON CORP NEW | $19,226,000 | +4.2% | 183,555 | +4.2% | 0.37% | -9.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $17,789,000 | +22.2% | 169,786 | +17.9% | 0.34% | +6.5% |
| DIS | Buy | DISNEY WALT CO | $16,987,000 | +2.4% | 96,643 | +7.5% | 0.33% | -10.6% |
| VLUE | Buy | ISHARES TRmsci usa value | $16,646,000 | +33.9% | 158,441 | +30.6% | 0.32% | +16.7% |
| AVGO | Buy | BROADCOM INC | $16,090,000 | +27.1% | 33,742 | +23.6% | 0.31% | +11.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $15,963,000 | +12.3% | 118,309 | +12.7% | 0.31% | -2.2% |
| MRK | Buy | MERCK & CO INC | $15,856,000 | +4.9% | 203,887 | +4.0% | 0.31% | -8.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,850,000 | +22.5% | 291,840 | +17.4% | 0.31% | +7.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $15,171,000 | +1.2% | 270,773 | +5.0% | 0.29% | -11.7% |
| SBUX | Buy | STARBUCKS CORP | $15,065,000 | +28.2% | 134,735 | +25.3% | 0.29% | +11.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $15,037,000 | +17.4% | 77,072 | +3.6% | 0.29% | +2.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $14,376,000 | +14.3% | 51,726 | +5.1% | 0.28% | -0.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $14,352,000 | +19.8% | 197,332 | +7.3% | 0.28% | +4.5% |
| CRM | Buy | SALESFORCE COM INC | $14,326,000 | +27.7% | 58,649 | +10.8% | 0.28% | +11.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $14,195,000 | +24.0% | 79,504 | +16.7% | 0.27% | +8.3% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $14,065,000 | +443.5% | 56,915 | +403.0% | 0.27% | +375.4% |
| PEP | Buy | PEPSICO INC | $13,805,000 | +12.1% | 93,170 | +7.0% | 0.27% | -2.2% |
| BLK | Buy | BLACKROCK INC | $13,764,000 | +29.2% | 15,730 | +11.3% | 0.27% | +12.7% |
| QCOM | Buy | QUALCOMM INC | $13,427,000 | +11.6% | 93,939 | +3.5% | 0.26% | -2.6% |
| ABBV | Buy | ABBVIE INC | $13,353,000 | +29.5% | 118,545 | +24.4% | 0.26% | +13.2% |
| USB | Buy | US BANCORP DEL | $13,230,000 | +14.6% | 232,224 | +11.2% | 0.26% | -0.4% |
| ADSK | Buy | AUTODESK INC | $13,153,000 | +9.0% | 45,059 | +3.5% | 0.25% | -4.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $13,028,000 | +9.4% | 108,425 | +7.6% | 0.25% | -4.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $12,973,000 | +226.1% | 156,845 | +225.3% | 0.25% | +184.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $12,789,000 | +23.2% | 129,042 | +10.3% | 0.25% | +7.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $12,769,000 | +25.0% | 61,397 | +2.1% | 0.25% | +8.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $12,771,000 | +18.1% | 157,728 | +6.9% | 0.25% | +2.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $12,685,000 | +40.9% | 141,003 | +39.0% | 0.24% | +23.1% |
| ZTS | Buy | ZOETIS INCcl a | $12,414,000 | +25.5% | 66,616 | +6.0% | 0.24% | +9.6% |
| IXG | New | ISHARES TRglobal finls etf | $12,380,000 | – | 159,515 | +100.0% | 0.24% | – |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $12,303,000 | +6.5% | 445,432 | +10.2% | 0.24% | -7.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $12,284,000 | +32.4% | 135,806 | +23.6% | 0.24% | +15.6% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $12,238,000 | +163.8% | 133,797 | +163.9% | 0.24% | +129.1% |
| NKE | Buy | NIKE INCcl b | $12,243,000 | +72.6% | 79,246 | +48.5% | 0.24% | +50.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $11,882,000 | +24.2% | 322,967 | +19.4% | 0.23% | +8.0% |
| FCTR | New | FIRST TR EXCHANGE-TRADED FDlunt us factor | $11,614,000 | – | 334,229 | +100.0% | 0.22% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $11,201,000 | +37.2% | 49,719 | +30.4% | 0.22% | +19.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $11,154,000 | +13.5% | 40,941 | +207.5% | 0.22% | -1.4% |
| UJUN | New | INNOVATOR ETFS TRs&p 500 ultra | $10,969,000 | – | 383,406 | +100.0% | 0.21% | – |
| DE | Buy | DEERE & CO | $11,003,000 | +3.1% | 31,196 | +9.3% | 0.21% | -10.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $10,892,000 | +42.2% | 40,321 | +25.9% | 0.21% | +23.5% |
| HDEF | Buy | DBX ETF TRxtrack msci eafe | $10,631,000 | +25.3% | 437,860 | +23.1% | 0.20% | +9.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $10,524,000 | +14.4% | 102,774 | +10.0% | 0.20% | -0.5% |
| XOM | Buy | EXXON MOBIL CORP | $10,425,000 | +43.5% | 165,260 | +27.0% | 0.20% | +24.8% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $10,436,000 | +15.9% | 101,288 | +10.4% | 0.20% | +1.0% |
| ABT | Buy | ABBOTT LABS | $10,347,000 | +5.7% | 89,253 | +9.2% | 0.20% | -7.8% |
| WMT | Buy | WALMART INC | $10,150,000 | +6.2% | 71,972 | +2.3% | 0.20% | -7.1% |
| ASML | Buy | ASML HOLDING N V | $10,012,000 | +16.9% | 14,493 | +4.5% | 0.19% | +1.6% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $9,921,000 | +42.2% | 31,595 | +33.8% | 0.19% | +24.0% |
| IYE | Buy | ISHARES TRu.s. energy etf | $9,750,000 | +42.9% | 335,152 | +28.9% | 0.19% | +24.5% |
| DG | Buy | DOLLAR GEN CORP NEW | $9,657,000 | +32.3% | 44,629 | +23.9% | 0.19% | +14.8% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $9,561,000 | +29.1% | 52,385 | +26.1% | 0.18% | +12.8% |
| HON | Buy | HONEYWELL INTL INC | $9,532,000 | +14.7% | 43,455 | +13.6% | 0.18% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $9,526,000 | +18.2% | 231,040 | +10.9% | 0.18% | +3.4% |
| KO | Buy | COCA COLA CO | $9,320,000 | +20.7% | 172,237 | +17.5% | 0.18% | +5.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $9,190,000 | +27.5% | 170,605 | +16.1% | 0.18% | +10.6% |
| KLCD | Buy | KRANESHARES TRlrg cap qty divd | $9,115,000 | +63.7% | 283,962 | +56.8% | 0.18% | +43.1% |
| AMGN | Buy | AMGEN INC | $9,116,000 | +4.4% | 37,399 | +6.6% | 0.18% | -8.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $8,941,000 | +91.3% | 94,048 | +87.1% | 0.17% | +68.0% |
| PFE | Buy | PFIZER INC | $8,958,000 | +15.7% | 228,743 | +7.1% | 0.17% | +1.2% |
| MO | Buy | ALTRIA GROUP INC | $8,905,000 | +7.7% | 186,772 | +15.6% | 0.17% | -6.0% |
| NEE | Buy | NEXTERA ENERGY INC | $8,802,000 | +17.4% | 120,113 | +21.1% | 0.17% | +2.4% |
| MBB | Buy | ISHARES TRmbs etf | $8,748,000 | +18.1% | 80,825 | +18.3% | 0.17% | +3.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $8,706,000 | +9.2% | 95,301 | +8.9% | 0.17% | -4.5% |
| BA | Buy | BOEING CO | $8,607,000 | +0.9% | 35,930 | +7.3% | 0.17% | -12.2% |
| INTU | Buy | INTUIT | $8,538,000 | +28.6% | 17,417 | +0.5% | 0.16% | +12.2% |
| ILMN | Buy | ILLUMINA INC | $8,545,000 | +29.9% | 18,057 | +5.4% | 0.16% | +13.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $8,556,000 | +42.1% | 43,555 | +36.9% | 0.16% | +24.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $8,248,000 | +15.4% | 90,399 | +8.1% | 0.16% | +0.6% |
| LIN | Buy | LINDE PLC | $8,095,000 | +23.6% | 28,002 | +19.8% | 0.16% | +7.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $8,064,000 | +14.0% | 43,793 | +2.5% | 0.16% | -0.6% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $7,986,000 | +31.7% | 180,146 | +17.3% | 0.15% | +14.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,880,000 | +10.9% | 52,278 | +4.2% | 0.15% | -3.2% |
| FOXF | Buy | FOX FACTORY HLDG CORP | $7,830,000 | +30.0% | 50,304 | +6.1% | 0.15% | +13.5% |
| LLY | Buy | LILLY ELI & CO | $7,764,000 | +39.8% | 33,828 | +13.8% | 0.15% | +22.0% |
| MCD | Buy | MCDONALDS CORP | $7,767,000 | +12.6% | 33,625 | +9.3% | 0.15% | -2.0% |
| UNP | Buy | UNION PAC CORP | $7,727,000 | +7.9% | 35,134 | +8.1% | 0.15% | -6.3% |
| CVS | Buy | CVS HEALTH CORP | $7,644,000 | +13.4% | 91,616 | +2.3% | 0.15% | -0.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,609,000 | +19.3% | 33,175 | +14.9% | 0.15% | +4.3% |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $7,582,000 | – | 219,772 | +100.0% | 0.15% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $7,488,000 | +16.9% | 15,926 | +0.3% | 0.14% | +2.1% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $7,471,000 | +9.6% | 25,755 | +2.0% | 0.14% | -4.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $7,483,000 | +16.6% | 106,948 | +13.9% | 0.14% | +1.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,396,000 | +266.7% | 116,667 | +251.0% | 0.14% | +217.8% |
| FALN | Buy | ISHARES TRfaln angls usd | $7,379,000 | +17.6% | 246,286 | +14.8% | 0.14% | +2.2% |
| BILL | Buy | BILL COM HLDGS INC | $7,249,000 | +34.7% | 39,574 | +7.0% | 0.14% | +17.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $7,197,000 | +31.8% | 85,912 | +6.1% | 0.14% | +14.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,135,000 | +20.6% | 83,635 | +9.3% | 0.14% | +5.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $7,174,000 | +17.2% | 24,938 | +14.6% | 0.14% | +2.2% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $6,997,000 | +18.0% | 55,270 | +0.4% | 0.14% | +3.1% |
| OLLI | Buy | OLLIES BARGAIN OUTLET HLDGS | $6,966,000 | +2.9% | 82,806 | +6.4% | 0.13% | -10.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $6,940,000 | +28.9% | 91,780 | +24.3% | 0.13% | +12.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $6,921,000 | +33.9% | 7,526 | +7.6% | 0.13% | +17.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $6,844,000 | +5.7% | 39,409 | +0.8% | 0.13% | -7.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $6,811,000 | +13.0% | 35,706 | +4.0% | 0.13% | -1.5% |
| NOW | Buy | SERVICENOW INC | $6,792,000 | +25.3% | 12,359 | +14.0% | 0.13% | +9.2% |
| FDS | Buy | FACTSET RESH SYS INC | $6,782,000 | +18.4% | 20,208 | +8.8% | 0.13% | +3.1% |
| PAYX | Buy | PAYCHEX INC | $6,714,000 | +10.5% | 62,576 | +0.9% | 0.13% | -3.7% |
| C | Buy | CITIGROUP INC | $6,679,000 | +5.4% | 94,397 | +8.4% | 0.13% | -7.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $6,544,000 | +6.2% | 31,810 | +3.9% | 0.13% | -7.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $6,469,000 | +6.7% | 98,500 | +1.9% | 0.12% | -6.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $6,484,000 | +52.9% | 63,700 | +38.0% | 0.12% | +33.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $6,381,000 | +7.6% | 45,040 | +6.8% | 0.12% | -6.1% |
| UL | Buy | UNILEVER PLCspon adr new | $6,312,000 | +28.8% | 107,896 | +23.0% | 0.12% | +13.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $6,303,000 | +35.0% | 100,941 | +26.5% | 0.12% | +18.4% |
| MUB | Buy | ISHARES TRnational mun etf | $6,297,000 | +33.4% | 53,726 | +32.1% | 0.12% | +17.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $6,312,000 | +60.8% | 83,176 | +44.1% | 0.12% | +40.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $6,288,000 | +33.2% | 44,699 | +15.3% | 0.12% | +15.2% |
| EQIX | Buy | EQUINIX INC | $6,103,000 | +21.9% | 7,604 | +3.2% | 0.12% | +6.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $6,100,000 | +8.1% | 74,986 | +4.7% | 0.12% | -5.6% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $6,044,000 | +2.9% | 149,932 | +27.6% | 0.12% | -10.0% |
| PLD | Buy | PROLOGIS INC. | $5,952,000 | +17.6% | 49,799 | +4.3% | 0.12% | +2.7% |
| EMR | Buy | EMERSON ELEC CO | $5,896,000 | +10.6% | 61,266 | +3.7% | 0.11% | -3.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,914,000 | +18.0% | 24,918 | +10.0% | 0.11% | +2.7% |
| FISV | Buy | FISERV INC | $5,838,000 | -2.1% | 54,617 | +9.0% | 0.11% | -14.4% |
| CTAS | Buy | CINTAS CORP | $5,708,000 | +26.5% | 14,943 | +13.0% | 0.11% | +10.0% |
| AMCR | Buy | AMCOR PLCord | $5,648,000 | +0.8% | 492,811 | +2.8% | 0.11% | -12.1% |
| GWW | Buy | GRAINGER W W INC | $5,644,000 | +11.1% | 12,887 | +1.7% | 0.11% | -2.7% |
| TROW | Buy | PRICE T ROWE GROUP INC | $5,623,000 | +24.2% | 28,402 | +7.7% | 0.11% | +9.0% |
| D | Buy | DOMINION ENERGY INC | $5,669,000 | +2.4% | 77,050 | +5.7% | 0.11% | -11.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $5,630,000 | +6.9% | 21,213 | +8.1% | 0.11% | -6.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,613,000 | +23.6% | 33,969 | +5.8% | 0.11% | +6.9% |
| IQV | Buy | IQVIA HLDGS INC | $5,596,000 | +45.1% | 23,092 | +15.7% | 0.11% | +27.1% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $5,444,000 | +35.5% | 66,135 | +29.7% | 0.10% | +18.0% |
| BL | Buy | BLACKLINE INC | $5,421,000 | +8.0% | 48,717 | +5.2% | 0.10% | -5.4% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $5,428,000 | +95.1% | 136,487 | +86.4% | 0.10% | +69.4% |
| CB | Buy | CHUBB LIMITED | $5,430,000 | +3.1% | 34,166 | +2.5% | 0.10% | -10.3% |
| ANTM | Buy | ANTHEM INC | $5,403,000 | +10.7% | 14,152 | +4.1% | 0.10% | -3.7% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $5,411,000 | -0.9% | 47,263 | +2.2% | 0.10% | -14.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $5,346,000 | +15.5% | 36,466 | +5.0% | 0.10% | +1.0% |
| COP | Buy | CONOCOPHILLIPS | $5,338,000 | +23.9% | 87,649 | +7.7% | 0.10% | +8.4% |
| CERN | Buy | CERNER CORP | $5,351,000 | +17.5% | 68,461 | +8.1% | 0.10% | +2.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $5,280,000 | +60.8% | 72,519 | +44.0% | 0.10% | +39.7% |
| TFC | Buy | TRUIST FINL CORP | $5,274,000 | +9.9% | 95,036 | +15.5% | 0.10% | -3.8% |
| NUE | Buy | NUCOR CORP | $5,226,000 | +28.7% | 54,480 | +7.7% | 0.10% | +12.2% |
| AZO | Buy | AUTOZONE INC | $5,227,000 | +16.8% | 3,503 | +9.9% | 0.10% | +2.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $5,242,000 | +18.3% | 8,580 | +4.8% | 0.10% | +3.1% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $5,217,000 | +9.9% | 37,598 | +11.3% | 0.10% | -3.8% |
| MS | Buy | MORGAN STANLEY | $5,084,000 | +43.1% | 55,448 | +21.2% | 0.10% | +24.1% |
| GILD | Buy | GILEAD SCIENCES INC | $5,032,000 | +11.0% | 73,074 | +4.2% | 0.10% | -3.0% |
| ENB | Buy | ENBRIDGE INC | $5,013,000 | +15.6% | 125,192 | +5.1% | 0.10% | +1.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $5,042,000 | +8.9% | 83,196 | +2.4% | 0.10% | -5.8% |
| ETN | Buy | EATON CORP PLC | $4,987,000 | +27.0% | 33,656 | +18.5% | 0.10% | +10.3% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $4,952,000 | +54.8% | 27,389 | +48.0% | 0.10% | +35.2% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $4,872,000 | +7.3% | 50,109 | +17.0% | 0.09% | -6.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $4,894,000 | +120.3% | 62,040 | +111.9% | 0.09% | +91.8% |
| AMAT | Buy | APPLIED MATLS INC | $4,866,000 | +10.5% | 34,174 | +3.6% | 0.09% | -3.1% |
| COF | Buy | CAPITAL ONE FINL CORP | $4,890,000 | +39.0% | 31,611 | +14.4% | 0.09% | +20.5% |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $4,828,000 | +310.2% | 139,384 | +303.4% | 0.09% | +257.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $4,744,000 | +23.8% | 144,284 | +19.6% | 0.09% | +8.2% |
| HEIA | Buy | HEICO CORP NEWcl a | $4,694,000 | +15.7% | 37,799 | +5.8% | 0.09% | +1.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $4,712,000 | +22.2% | 8,437 | +3.5% | 0.09% | +7.1% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $4,713,000 | +4.4% | 275,144 | +12.3% | 0.09% | -9.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,593,000 | +26.7% | 46,522 | +23.9% | 0.09% | +11.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $4,579,000 | +29.3% | 24,322 | +24.7% | 0.09% | +12.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,517,000 | +10.1% | 89,757 | +2.0% | 0.09% | -4.4% |
| CDW | Buy | CDW CORP | $4,507,000 | +12.5% | 25,806 | +6.8% | 0.09% | -2.2% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $4,519,000 | +14.5% | 171,813 | +12.6% | 0.09% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $4,485,000 | +23.3% | 14,603 | +26.6% | 0.09% | +8.8% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $4,477,000 | +67.8% | 12,102 | +31.5% | 0.09% | +45.8% |
| CINF | Buy | CINCINNATI FINL CORP | $4,413,000 | +29.8% | 37,840 | +14.8% | 0.08% | +13.3% |
| ADI | Buy | ANALOG DEVICES INC | $4,328,000 | +27.3% | 25,137 | +14.7% | 0.08% | +12.0% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $4,317,000 | +1.3% | 65,685 | +12.5% | 0.08% | -11.7% |
| INFO | Buy | IHS MARKIT LTD | $4,267,000 | +18.7% | 37,879 | +2.0% | 0.08% | +2.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $4,216,000 | +17.3% | 11,602 | +4.5% | 0.08% | +1.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $4,179,000 | +7.1% | 29,746 | +2.8% | 0.08% | -5.8% |
| WDAY | Buy | WORKDAY INCcl a | $4,209,000 | +11.3% | 17,631 | +15.9% | 0.08% | -3.6% |
| MSCI | Buy | MSCI INC | $4,176,000 | +47.5% | 7,833 | +16.0% | 0.08% | +28.6% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $4,137,000 | +41.1% | 78,109 | +31.0% | 0.08% | +23.1% |
| TMUS | New | T-MOBILE US INC | $4,134,000 | – | 28,543 | +100.0% | 0.08% | – |
| FAST | Buy | FASTENAL CO | $4,126,000 | +6.2% | 79,341 | +2.7% | 0.08% | -7.0% |
| CPRT | Buy | COPART INC | $4,092,000 | +38.4% | 31,042 | +14.0% | 0.08% | +21.5% |
| SYY | Buy | SYSCO CORP | $4,091,000 | +4.0% | 52,618 | +5.3% | 0.08% | -9.2% |
| KLAC | Buy | KLA CORP | $4,086,000 | +4.0% | 12,603 | +6.0% | 0.08% | -9.2% |
| CI | Buy | CIGNA CORP NEW | $4,025,000 | +3.4% | 16,979 | +5.5% | 0.08% | -9.3% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $3,993,000 | +107.4% | 116,156 | +103.9% | 0.08% | +79.1% |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $3,980,000 | +6.7% | 28,937 | +12.0% | 0.08% | -7.2% |
| AVLR | Buy | AVALARA INC | $3,990,000 | +35.3% | 24,657 | +11.6% | 0.08% | +18.5% |
| CME | Buy | CME GROUP INC | $4,005,000 | +15.8% | 18,830 | +11.2% | 0.08% | 0.0% |
| HSY | Buy | HERSHEY CO | $3,960,000 | +20.6% | 22,733 | +9.5% | 0.08% | +4.1% |
| MORN | Buy | MORNINGSTAR INC | $3,944,000 | +21.6% | 15,341 | +6.4% | 0.08% | +5.6% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $3,916,000 | +33.4% | 37,813 | +7.8% | 0.08% | +16.9% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,925,000 | +28.2% | 256,191 | +25.5% | 0.08% | +11.8% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,956,000 | +192.4% | 64,943 | +179.2% | 0.08% | +153.3% |
| MCK | Buy | MCKESSON CORP | $3,862,000 | +18.3% | 20,194 | +20.7% | 0.08% | +4.2% |
| POOL | Buy | POOL CORP | $3,867,000 | +45.2% | 8,432 | +9.3% | 0.08% | +27.1% |
| PPG | Buy | PPG INDS INC | $3,903,000 | +18.2% | 22,990 | +4.6% | 0.08% | +2.7% |
| APTV | Buy | APTIV PLC | $3,822,000 | +17.1% | 24,291 | +2.6% | 0.07% | +2.8% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $3,858,000 | +21.7% | 20,613 | +8.4% | 0.07% | +5.7% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,763,000 | +52.6% | 52,251 | +33.2% | 0.07% | +32.7% |
| BKNG | Buy | BOOKING HOLDINGS INC | $3,807,000 | -3.4% | 1,740 | +2.9% | 0.07% | -16.1% |
| EQC | Buy | EQUITY COMWLTH | $3,799,000 | +40.6% | 145,018 | +49.2% | 0.07% | +21.7% |
| TJX | Buy | TJX COS INC NEW | $3,780,000 | +7.3% | 56,071 | +5.3% | 0.07% | -6.4% |
| TEL | Buy | TE CONNECTIVITY LTD | $3,717,000 | +12.6% | 27,490 | +7.6% | 0.07% | -1.4% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $3,709,000 | -3.0% | 50,729 | +3.1% | 0.07% | -15.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,752,000 | +21.0% | 16,782 | +19.8% | 0.07% | +4.3% |
| DCT | Buy | DUCK CREEK TECHNOLOGIES INC | $3,713,000 | +6.6% | 85,334 | +10.6% | 0.07% | -6.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,701,000 | +221.8% | 25,070 | +207.9% | 0.07% | +184.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $3,657,000 | +9.8% | 32,957 | +8.3% | 0.07% | -4.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $3,680,000 | +77.0% | 13,555 | +58.4% | 0.07% | +54.3% |
| FVC | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wright | $3,651,000 | +32.5% | 100,497 | +24.7% | 0.07% | +14.8% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,603,000 | +7.9% | 38,919 | +107.8% | 0.07% | -5.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $3,628,000 | +26.7% | 16,787 | +18.8% | 0.07% | +11.1% |
| ALC | Buy | ALCON AG | $3,577,000 | +18.1% | 50,914 | +17.9% | 0.07% | +3.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $3,556,000 | +183.1% | 172,614 | +177.0% | 0.07% | +146.4% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $3,523,000 | +9.0% | 13,880 | +3.3% | 0.07% | -5.6% |
| LKQ | Buy | LKQ CORP | $3,541,000 | +56.1% | 71,941 | +34.3% | 0.07% | +36.0% |
| ROL | Buy | ROLLINS INC | $3,451,000 | +12.8% | 100,913 | +13.5% | 0.07% | -1.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $3,458,000 | +98.1% | 26,029 | +81.5% | 0.07% | +71.8% |
| DVY | Buy | ISHARES TRselect divid etf | $3,450,000 | +204.8% | 29,585 | +198.3% | 0.07% | +168.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,449,000 | +57.3% | 9,089 | +35.6% | 0.07% | +36.7% |
| SNPS | Buy | SYNOPSYS INC | $3,394,000 | +16.8% | 12,306 | +5.0% | 0.07% | +3.1% |
| AOS | Buy | SMITH A O CORP | $3,433,000 | +6.6% | 47,642 | +0.1% | 0.07% | -7.0% |
| SLB | Buy | SCHLUMBERGER LTD | $3,394,000 | +45.4% | 106,025 | +23.5% | 0.07% | +26.9% |
| SAP | Buy | SAP SEspon adr | $3,417,000 | +20.5% | 24,327 | +5.4% | 0.07% | +4.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $3,382,000 | +15.9% | 22,584 | +20.2% | 0.06% | 0.0% |
| BLES | Buy | NORTHERN LTS FD TR IVinspire gbl hope | $3,389,000 | +10.2% | 87,057 | +2.7% | 0.06% | -4.4% |
| IYG | New | ISHARES TRu.s. fin svc etf | $3,383,000 | – | 18,264 | +100.0% | 0.06% | – |
| SWK | Buy | STANLEY BLACK & DECKER INC | $3,324,000 | +12.6% | 16,215 | +9.7% | 0.06% | -1.5% |
| VRSK | Buy | VERISK ANALYTICS INC | $3,330,000 | +6.2% | 19,062 | +7.4% | 0.06% | -7.2% |
| PSX | Buy | PHILLIPS 66 | $3,283,000 | +21.3% | 38,252 | +15.3% | 0.06% | +5.0% |
| CCK | Buy | CROWN HLDGS INC | $3,284,000 | +30.7% | 32,132 | +24.1% | 0.06% | +12.5% |
| BEN | Buy | FRANKLIN RESOURCES INC | $3,269,000 | +9.8% | 102,197 | +1.6% | 0.06% | -4.5% |
| BERY | Buy | BERRY GLOBAL GROUP INC | $3,289,000 | +40.3% | 50,423 | +32.1% | 0.06% | +21.2% |
| DOV | Buy | DOVER CORP | $3,243,000 | +20.0% | 21,536 | +9.3% | 0.06% | +5.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $3,275,000 | +49.2% | 54,673 | +23.8% | 0.06% | +28.6% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $3,286,000 | +26.7% | 10,331 | +15.9% | 0.06% | +10.5% |
| FYC | Buy | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $3,283,000 | +9.5% | 44,802 | +4.1% | 0.06% | -4.5% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $3,276,000 | +11.5% | 18,006 | +0.6% | 0.06% | -3.1% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $3,224,000 | -7.5% | 16,800 | +18.1% | 0.06% | -19.5% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $3,187,000 | +65.2% | 24,415 | +64.4% | 0.06% | +44.2% |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $3,225,000 | +16.8% | 22,464 | +11.7% | 0.06% | +1.6% |
| AMP | Buy | AMERIPRISE FINL INC | $3,219,000 | +32.5% | 12,936 | +23.8% | 0.06% | +14.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,216,000 | +52.2% | 102,738 | +52.2% | 0.06% | +31.9% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $3,149,000 | +17.0% | 9,880 | +1.9% | 0.06% | +1.7% |
| BLL | Buy | BALL CORP | $3,167,000 | -2.8% | 39,084 | +1.7% | 0.06% | -15.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $3,137,000 | +160.5% | 49,814 | +133.3% | 0.06% | +125.9% |
| BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $3,108,000 | – | 55,013 | +100.0% | 0.06% | – |
| BFB | Buy | BROWN FORMAN CORPcl b | $3,083,000 | +19.5% | 41,143 | +10.0% | 0.06% | +3.5% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $3,072,000 | +1.6% | 8,451 | +3.4% | 0.06% | -11.9% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $3,053,000 | +5.9% | 141,677 | +3.8% | 0.06% | -7.8% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,038,000 | +67.8% | 5,737 | +53.8% | 0.06% | +47.5% |
| SYK | Buy | STRYKER CORPORATION | $3,064,000 | +10.1% | 11,798 | +3.3% | 0.06% | -4.8% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $3,015,000 | -4.2% | 6,504 | +2.9% | 0.06% | -17.1% |
| BBY | Buy | BEST BUY INC | $2,981,000 | +19.8% | 25,927 | +19.6% | 0.06% | +5.5% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $2,989,000 | +31.7% | 108,385 | +30.5% | 0.06% | +16.0% |
| ECL | Buy | ECOLAB INC | $3,030,000 | +0.1% | 14,709 | +4.0% | 0.06% | -13.4% |
| INFL | New | LISTED FD TRhorizon kinetics | $2,952,000 | – | 98,232 | +100.0% | 0.06% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,954,000 | +183.0% | 31,449 | +136.5% | 0.06% | +147.8% |
| WM | Buy | WASTE MGMT INC DEL | $2,965,000 | +13.1% | 21,161 | +4.1% | 0.06% | -1.7% |
| EWG | Buy | ISHARES INCmsci germany etf | $2,941,000 | +54.1% | 84,995 | +48.9% | 0.06% | +35.7% |
| DXCM | Buy | DEXCOM INC | $2,900,000 | +117.4% | 6,792 | +82.9% | 0.06% | +86.7% |
| LEN | Buy | LENNAR CORPcl a | $2,880,000 | +26.5% | 28,989 | +28.9% | 0.06% | +12.0% |
| TWTR | Buy | TWITTER INC | $2,926,000 | +28.2% | 42,520 | +18.5% | 0.06% | +9.8% |
| IDXX | Buy | IDEXX LABS INC | $2,885,000 | +40.0% | 4,568 | +8.5% | 0.06% | +21.7% |
| KMX | Buy | CARMAX INC | $2,899,000 | +33.5% | 22,448 | +37.1% | 0.06% | +16.7% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $2,899,000 | +15.9% | 28,503 | +16.2% | 0.06% | +1.8% |
| MMM | Buy | 3M CO | $2,841,000 | +10.5% | 14,304 | +7.2% | 0.06% | -3.5% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $2,838,000 | +25.5% | 10,289 | +16.0% | 0.06% | +10.0% |
| CHD | Buy | CHURCH & DWIGHT INC | $2,844,000 | +0.5% | 33,373 | +3.1% | 0.06% | -12.7% |
| STE | Buy | STERIS PLC | $2,858,000 | +20.0% | 13,851 | +10.8% | 0.06% | +3.8% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $2,861,000 | +18.7% | 72,774 | +17.0% | 0.06% | +3.8% |
| DLR | Buy | DIGITAL RLTY TR INC | $2,861,000 | +11.4% | 19,016 | +4.3% | 0.06% | -3.5% |
| AAON | Buy | AAON INC | $2,813,000 | -6.3% | 44,947 | +4.8% | 0.05% | -18.2% |
| CARR | New | CARRIER GLOBAL CORPORATION | $2,788,000 | – | 57,373 | +100.0% | 0.05% | – |
| GPC | Buy | GENUINE PARTS CO | $2,814,000 | +15.0% | 22,254 | +5.1% | 0.05% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $2,786,000 | +4.3% | 31,545 | +5.3% | 0.05% | -8.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,784,000 | +18.6% | 7,502 | +3.0% | 0.05% | +3.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $2,779,000 | -4.6% | 55,456 | +3.8% | 0.05% | -15.6% |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIvest us buffer | $2,731,000 | – | 73,977 | +100.0% | 0.05% | – |
| ATHM | Buy | AUTOHOME INCsp ads rp cl a | $2,746,000 | -21.5% | 42,931 | +14.5% | 0.05% | -31.2% |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100etf | $2,747,000 | +25.4% | 64,374 | +14.7% | 0.05% | +10.4% |
| EWU | Buy | ISHARES TRmsci uk etf new | $2,693,000 | +7.2% | 82,345 | +2.6% | 0.05% | -7.1% |
| IAU | New | ISHARES GOLD TRishares new | $2,645,000 | – | 78,470 | +100.0% | 0.05% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,653,000 | +12.5% | 11,226 | +2.1% | 0.05% | -1.9% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,593,000 | +50.7% | 69,871 | +33.7% | 0.05% | +31.6% |
| YUM | Buy | YUM BRANDS INC | $2,578,000 | +10.0% | 22,414 | +3.4% | 0.05% | -3.8% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $2,594,000 | +23.7% | 95,942 | +16.8% | 0.05% | +8.7% |
| MAX | Buy | MEDIAALPHA INCcl a | $2,612,000 | +43.0% | 62,045 | +20.3% | 0.05% | +25.0% |
| GSHD | Buy | GOOSEHEAD INS INC | $2,580,000 | +23.9% | 20,269 | +4.3% | 0.05% | +8.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,517,000 | +17.5% | 29,752 | +17.6% | 0.05% | +4.3% |
| CFO | Buy | VICTORY PORTFOLIOS II | $2,522,000 | +10.5% | 35,356 | +4.1% | 0.05% | -3.9% |
| CLH | Buy | CLEAN HARBORS INC | $2,561,000 | +47.4% | 27,495 | +33.0% | 0.05% | +28.9% |
| CLX | Buy | CLOROX CO DEL | $2,490,000 | +12.4% | 13,843 | +20.5% | 0.05% | -2.0% |
| IOO | Buy | ISHARES TRglobal 100 etf | $2,495,000 | +89.3% | 35,140 | +75.9% | 0.05% | +65.5% |
| PMAY | New | INNOVATOR ETFS TRs&p 500 pwr buf | $2,512,000 | – | 85,353 | +100.0% | 0.05% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $2,497,000 | – | 34,700 | +100.0% | 0.05% | – |
| FSEP | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $2,445,000 | – | 71,453 | +100.0% | 0.05% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $2,433,000 | – | 166,890 | +100.0% | 0.05% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $2,370,000 | +9.1% | 26,643 | +14.8% | 0.05% | -4.2% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $2,358,000 | -0.8% | 52,098 | +2.0% | 0.05% | -13.2% |
| VEEV | Buy | VEEVA SYS INC | $2,394,000 | +21.5% | 7,698 | +2.0% | 0.05% | +4.5% |
| HCA | Buy | HCA HEALTHCARE INC | $2,368,000 | +32.3% | 11,452 | +20.5% | 0.05% | +15.0% |
| CP | Buy | CANADIAN PAC RY LTD | $2,375,000 | -11.6% | 30,885 | +336.0% | 0.05% | -22.0% |
| FSK | New | FS KKR CAP CORP | $2,371,000 | – | 110,216 | +100.0% | 0.05% | – |
| JKHY | Buy | HENRY JACK & ASSOC INC | $2,342,000 | +12.1% | 14,324 | +4.0% | 0.04% | -2.2% |
| BX | Buy | BLACKSTONE GROUP INC | $2,310,000 | +98.3% | 23,780 | +52.1% | 0.04% | +73.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,321,000 | +15.1% | 8,008 | +9.1% | 0.04% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $2,311,000 | +11.3% | 19,793 | +5.0% | 0.04% | -2.2% |
| ELAN | Buy | ELANCO ANIMAL HEALTH INC | $2,347,000 | +82.8% | 67,667 | +55.2% | 0.04% | +60.7% |
| MAS | Buy | MASCO CORP | $2,351,000 | +35.6% | 39,913 | +37.9% | 0.04% | +18.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,309,000 | +22.2% | 9,428 | +8.8% | 0.04% | +7.1% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $2,323,000 | +9.5% | 23,205 | +2.6% | 0.04% | -4.3% |
| DOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $2,345,000 | – | 72,814 | +100.0% | 0.04% | – |
| NTRS | Buy | NORTHERN TR CORP | $2,326,000 | +16.6% | 20,115 | +6.0% | 0.04% | +2.3% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $2,335,000 | +14.8% | 60,130 | +8.9% | 0.04% | 0.0% |
| ROST | Buy | ROSS STORES INC | $2,315,000 | +4.4% | 18,672 | +1.0% | 0.04% | -8.2% |
| YUMC | Buy | YUM CHINA HLDGS INC | $2,292,000 | +33.6% | 34,599 | +19.5% | 0.04% | +15.8% |
| BCE | Buy | BCE INC | $2,236,000 | +28.1% | 45,342 | +17.3% | 0.04% | +10.3% |
| LEG | Buy | LEGGETT & PLATT INC | $2,205,000 | +20.8% | 42,553 | +6.4% | 0.04% | +7.5% |
| EOG | Buy | EOG RES INC | $2,227,000 | +31.8% | 26,690 | +14.5% | 0.04% | +16.2% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $2,248,000 | +27.1% | 10,956 | +13.7% | 0.04% | +10.3% |
| HUM | Buy | HUMANA INC | $2,245,000 | +13.2% | 5,070 | +7.1% | 0.04% | -2.3% |
| BDX | Buy | BECTON DICKINSON & CO | $2,173,000 | +70.3% | 8,937 | +70.3% | 0.04% | +50.0% |
| SEIC | Buy | SEI INVTS CO | $2,191,000 | +6.7% | 35,351 | +4.9% | 0.04% | -6.7% |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $2,162,000 | – | 59,466 | +100.0% | 0.04% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $2,153,000 | – | 22,782 | +100.0% | 0.04% | – |
| INFY | Buy | INFOSYS LTDsponsored adr | $2,195,000 | +24.7% | 103,591 | +10.2% | 0.04% | +7.7% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $2,180,000 | +6.0% | 25,134 | +1.9% | 0.04% | -8.7% |
| THO | Buy | THOR INDS INC | $2,101,000 | +10.1% | 18,595 | +31.3% | 0.04% | -2.4% |
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $2,116,000 | – | 38,863 | +100.0% | 0.04% | – |
| DLTR | Buy | DOLLAR TREE INC | $2,138,000 | +5.3% | 21,483 | +21.1% | 0.04% | -8.9% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $2,110,000 | +19.4% | 10,466 | +27.3% | 0.04% | +5.1% |
| TWLO | Buy | TWILIO INCcl a | $2,150,000 | +74.2% | 5,456 | +50.7% | 0.04% | +51.9% |
| ALLE | Buy | ALLEGION PLC | $2,141,000 | +48.5% | 15,370 | +33.9% | 0.04% | +28.1% |
| ULTA | Buy | ULTA BEAUTY INC | $2,113,000 | +13.1% | 6,112 | +1.1% | 0.04% | 0.0% |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $2,103,000 | +22.4% | 40,157 | +14.4% | 0.04% | +7.9% |
| XYL | Buy | XYLEM INC | $2,053,000 | +45.6% | 17,116 | +27.7% | 0.04% | +29.0% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $2,062,000 | +29.2% | 78,775 | +25.9% | 0.04% | +14.3% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $2,080,000 | +1.8% | 15,202 | +1.9% | 0.04% | -11.1% |
| PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $2,061,000 | +9.2% | 10,637 | +3.6% | 0.04% | -4.8% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $2,075,000 | +28.7% | 5,899 | +22.9% | 0.04% | +11.1% |
| TSN | Buy | TYSON FOODS INCcl a | $2,078,000 | +22.4% | 28,175 | +23.3% | 0.04% | +5.3% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $2,051,000 | +30.4% | 113,056 | +30.5% | 0.04% | +14.3% |
| FCVT | Buy | FIRST TR EXCHANGE-TRADED FDssi strg etf | $2,020,000 | +14.6% | 39,154 | +11.5% | 0.04% | 0.0% |
| IQDY | Buy | FLEXSHARES TRint qltdvdynam | $2,010,000 | +14.1% | 64,641 | +11.2% | 0.04% | 0.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $2,035,000 | +9.1% | 21,327 | +6.3% | 0.04% | -4.9% |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $1,947,000 | – | 16,526 | +100.0% | 0.04% | – |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $1,990,000 | +0.9% | 116,112 | +5.4% | 0.04% | -13.6% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,976,000 | +37.4% | 23,556 | +27.2% | 0.04% | +18.8% |
| XITK | Buy | SPDR SER TRfactst inv etf | $1,987,000 | +19.4% | 8,789 | +10.4% | 0.04% | +2.7% |
| AIG | Buy | AMERICAN INTL GROUP INC | $1,978,000 | +13.3% | 41,553 | +10.0% | 0.04% | -2.6% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,948,000 | +18.6% | 38,218 | +3.5% | 0.04% | +5.6% |
| IBUY | Buy | AMPLIFY ETF TRonlin retl etf | $1,899,000 | +15.2% | 14,642 | +10.3% | 0.04% | +2.8% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $1,926,000 | +28.1% | 58,536 | +24.3% | 0.04% | +12.1% |
| WRB | Buy | BERKLEY W R CORP | $1,911,000 | +24.7% | 25,681 | +26.3% | 0.04% | +8.8% |
| DGRO | New | ISHARES TRcore div grwth | $1,898,000 | – | 37,688 | +100.0% | 0.04% | – |
| FDLO | Buy | FIDELITY COVINGTON TRUSTlow volity etf | $1,918,000 | +19.3% | 40,688 | +11.0% | 0.04% | +2.8% |
| MTCH | Buy | MATCH GROUP INC NEW | $1,923,000 | +55.2% | 11,924 | +32.2% | 0.04% | +37.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,930,000 | +27.4% | 14,140 | +38.2% | 0.04% | +8.8% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $1,941,000 | +36.8% | 7,556 | +12.2% | 0.04% | +19.4% |
| VSMV | Buy | VICTORY PORTFOLIOS II | $1,927,000 | +7.8% | 50,509 | +1.7% | 0.04% | -7.5% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $1,879,000 | +43.2% | 12,578 | +33.8% | 0.04% | +24.1% |
| PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $1,861,000 | +29.1% | 52,335 | +22.5% | 0.04% | +12.5% |
| IWR | New | ISHARES TRrus mid cap etf | $1,859,000 | – | 23,461 | +100.0% | 0.04% | – |
| SNY | Buy | SANOFIsponsored adr | $1,852,000 | +31.5% | 35,161 | +23.5% | 0.04% | +16.1% |
| IYT | Buy | ISHARES TRtrans avg etf | $1,889,000 | +1.0% | 7,268 | +0.1% | 0.04% | -12.2% |
| CSGP | Buy | COSTAR GROUP INC | $1,824,000 | +44.3% | 22,020 | +1331.7% | 0.04% | +25.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $1,803,000 | +66.8% | 18,099 | +60.4% | 0.04% | +45.8% |
| LII | Buy | LENNOX INTL INC | $1,804,000 | +38.8% | 5,142 | +23.3% | 0.04% | +20.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,797,000 | +8.1% | 23,212 | +7.9% | 0.04% | -5.4% |
| OZK | Buy | BANK OZK | $1,832,000 | +79.1% | 43,464 | +73.5% | 0.04% | +52.2% |
| PKB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $1,796,000 | +7.0% | 36,245 | +6.0% | 0.04% | -5.4% |
| SNAP | New | SNAP INCcl a | $1,811,000 | – | 26,572 | +100.0% | 0.04% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $1,814,000 | +10.7% | 43,121 | +7.0% | 0.04% | -2.8% |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y | $1,797,000 | +76.0% | 7,314 | +62.0% | 0.04% | +52.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,821,000 | +23.4% | 35,545 | +23.6% | 0.04% | +6.1% |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,797,000 | – | 40,773 | +100.0% | 0.04% | – |
| CHE | Buy | CHEMED CORP NEW | $1,797,000 | +21.0% | 3,787 | +17.2% | 0.04% | +6.1% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $1,830,000 | -0.1% | 11,228 | +3.0% | 0.04% | -14.6% |
| SQ | Buy | SQUARE INCcl a | $1,784,000 | +27.9% | 7,316 | +19.1% | 0.03% | +9.7% |
| CMI | Buy | CUMMINS INC | $1,736,000 | +4.6% | 7,122 | +11.2% | 0.03% | -8.1% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,760,000 | +2.0% | 27,775 | +2.8% | 0.03% | -10.5% |
| NCNO | Buy | NCINO INC | $1,746,000 | -9.6% | 29,143 | +0.7% | 0.03% | -20.9% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,786,000 | +19.6% | 85,403 | +19.1% | 0.03% | +3.0% |
| EWL | New | ISHARES INCmsci switzerland | $1,782,000 | – | 36,651 | +100.0% | 0.03% | – |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,775,000 | +6.0% | 36,970 | +5.7% | 0.03% | -8.1% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,743,000 | +11.6% | 18,822 | +4.0% | 0.03% | -2.9% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,769,000 | +14.4% | 48,188 | +13.0% | 0.03% | 0.0% |
| LOGI | Buy | LOGITECH INTL S A | $1,744,000 | +21.9% | 14,423 | +5.3% | 0.03% | +6.2% |
| CTVA | Buy | CORTEVA INC | $1,737,000 | +8.8% | 39,169 | +14.4% | 0.03% | -2.9% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $1,698,000 | – | 18,733 | +100.0% | 0.03% | – |
| GRFS | Buy | GRIFOLS S Asp adr rep b nvt | $1,698,000 | +15.7% | 97,866 | +15.3% | 0.03% | +3.1% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $1,700,000 | +26.2% | 20,121 | +12.6% | 0.03% | +10.0% |
| KSCD | Buy | KRANESHARES TRsml cap qty divd | $1,704,000 | 0.0% | 61,258 | +3.4% | 0.03% | -13.2% |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $1,687,000 | – | 52,823 | +100.0% | 0.03% | – |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $1,689,000 | +17.7% | 26,416 | +9.0% | 0.03% | +3.1% |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,718,000 | – | 19,032 | +100.0% | 0.03% | – |
| ELS | Buy | EQUITY LIFESTYLE PPTYS INC | $1,697,000 | +28.4% | 22,834 | +9.9% | 0.03% | +13.8% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,684,000 | +22.7% | 33,200 | +17.5% | 0.03% | +6.7% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $1,676,000 | +33.9% | 29,963 | +10.8% | 0.03% | +14.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,668,000 | +38.1% | 36,649 | +32.8% | 0.03% | +18.5% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,656,000 | +15.8% | 51,339 | +10.4% | 0.03% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $1,667,000 | -9.2% | 31,406 | +4.4% | 0.03% | -22.0% |
| EFX | New | EQUIFAX INC | $1,633,000 | – | 6,817 | +100.0% | 0.03% | – |
| STT | Buy | STATE STR CORP | $1,661,000 | +1.3% | 20,181 | +3.5% | 0.03% | -11.1% |
| TM | Buy | TOYOTA MOTOR CORP | $1,638,000 | +18.7% | 9,369 | +6.0% | 0.03% | +3.2% |
| RACE | Buy | FERRARI N V | $1,665,000 | +64.9% | 8,081 | +67.4% | 0.03% | +45.5% |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $1,596,000 | – | 13,233 | +100.0% | 0.03% | – |
| O | New | REALTY INCOME CORP | $1,615,000 | – | 24,205 | +100.0% | 0.03% | – |
| TER | Buy | TERADYNE INC | $1,598,000 | +59.3% | 11,927 | +44.7% | 0.03% | +40.9% |
| IEUR | New | ISHARES TRcore msci euro | $1,601,000 | – | 27,947 | +100.0% | 0.03% | – |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1,592,000 | +20.1% | 35,030 | +27.0% | 0.03% | +6.9% |
| MMS | New | MAXIMUS INC | $1,625,000 | – | 18,475 | +100.0% | 0.03% | – |
| ICLR | Buy | ICON PLC | $1,603,000 | +8.2% | 7,756 | +2.8% | 0.03% | -6.1% |
| GNRC | New | GENERAC HLDGS INC | $1,617,000 | – | 3,894 | +100.0% | 0.03% | – |
| FHN | Buy | FIRST HORIZON CORPORATION | $1,603,000 | +5.6% | 92,784 | +3.4% | 0.03% | -8.8% |
| RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $1,595,000 | -5.0% | 14,744 | +1.0% | 0.03% | -16.2% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,546,000 | +10.3% | 6,387 | +2.0% | 0.03% | -3.2% |
| SRE | Buy | SEMPRA ENERGY | $1,533,000 | +45.0% | 11,570 | +45.1% | 0.03% | +30.4% |
| COO | Buy | COOPER COS INC | $1,554,000 | +34.1% | 3,922 | +30.0% | 0.03% | +15.4% |
| PXD | Buy | PIONEER NAT RES CO | $1,572,000 | +24.9% | 9,673 | +22.0% | 0.03% | +7.1% |
| EPAM | New | EPAM SYS INC | $1,502,000 | – | 2,940 | +100.0% | 0.03% | – |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,527,000 | +5.7% | 40,696 | +2.3% | 0.03% | -9.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,488,000 | +8.5% | 23,811 | +6.1% | 0.03% | -3.3% |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,503,000 | +34.1% | 250,111 | +10.6% | 0.03% | +16.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,505,000 | +18.7% | 4,624 | +8.1% | 0.03% | +3.6% |
| WSO | Buy | WATSCO INC | $1,501,000 | +16.1% | 5,235 | +5.6% | 0.03% | 0.0% |
| BRKS | Buy | BROOKS AUTOMATION INC NEW | $1,512,000 | +21.3% | 15,866 | +3.8% | 0.03% | +3.6% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $1,517,000 | +9.5% | 21,807 | +3.4% | 0.03% | -6.5% |
| CBRE | Buy | CBRE GROUP INCcl a | $1,498,000 | +11.6% | 17,469 | +3.0% | 0.03% | -3.3% |
| CRH | Buy | CRH PLCadr | $1,489,000 | +20.7% | 29,288 | +11.5% | 0.03% | +7.4% |
| ABEV | Buy | AMBEV SAsponsored adr | $1,522,000 | +40.5% | 442,477 | +11.9% | 0.03% | +20.8% |
| WMB | New | WILLIAMS COS INC | $1,442,000 | – | 54,300 | +100.0% | 0.03% | – |
| NDSN | New | NORDSON CORP | $1,473,000 | – | 6,709 | +100.0% | 0.03% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,458,000 | +21.8% | 27,707 | +27.1% | 0.03% | +7.7% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,441,000 | +34.3% | 42,104 | +30.2% | 0.03% | +16.7% |
| SE | New | SEA LTDsponsord ads | $1,425,000 | – | 5,189 | +100.0% | 0.03% | – |
| PKG | Buy | PACKAGING CORP AMER | $1,427,000 | +30.6% | 10,537 | +29.6% | 0.03% | +16.7% |
| HUBS | New | HUBSPOT INC | $1,459,000 | – | 2,505 | +100.0% | 0.03% | – |
| IBN | Buy | ICICI BANK LIMITEDadr | $1,454,000 | +19.8% | 85,037 | +12.3% | 0.03% | +3.7% |
| KR | Buy | KROGER CO | $1,449,000 | +16.0% | 37,818 | +9.0% | 0.03% | 0.0% |
| MNA | Buy | INDEXIQ ETF TRiq mrgr arb etf | $1,437,000 | +8.8% | 42,868 | +6.9% | 0.03% | -3.4% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $1,423,000 | +19.6% | 8,196 | +3.4% | 0.03% | +3.8% |
| FLOW | Buy | SPX FLOW INC | $1,389,000 | +21.5% | 21,283 | +18.0% | 0.03% | +8.0% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,420,000 | +32.3% | 68,722 | +29.6% | 0.03% | +12.5% |
| ACES | New | ALPS ETF TRclean energy | $1,399,000 | – | 18,451 | +100.0% | 0.03% | – |
| ENTG | Buy | ENTEGRIS INC | $1,417,000 | +12.1% | 11,523 | +1.9% | 0.03% | -3.6% |
| IWN | New | ISHARES TRrus 2000 val etf | $1,403,000 | – | 8,461 | +100.0% | 0.03% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $1,416,000 | – | 4,544 | +100.0% | 0.03% | – |
| TD | Buy | TORONTO DOMINION BK ONT | $1,419,000 | +30.1% | 20,252 | +21.1% | 0.03% | +12.5% |
| IJS | New | ISHARES TRsp smcp600vl etf | $1,377,000 | – | 13,057 | +100.0% | 0.03% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,405,000 | – | 17,064 | +100.0% | 0.03% | – |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $1,387,000 | +26.4% | 11,897 | +10.5% | 0.03% | +12.5% |
| DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,355,000 | +20.6% | 49,834 | +4.9% | 0.03% | +4.0% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,357,000 | +13.5% | 32,355 | +26.6% | 0.03% | 0.0% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $1,333,000 | -3.1% | 38,445 | +3.1% | 0.03% | -13.3% |
| SUI | New | SUN CMNTYS INC | $1,342,000 | – | 7,827 | +100.0% | 0.03% | – |
| ASND | Buy | ASCENDIS PHARMA A/Ssponsored adr | $1,336,000 | +12.6% | 10,159 | +10.3% | 0.03% | 0.0% |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,354,000 | – | 31,666 | +100.0% | 0.03% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $1,318,000 | – | 15,374 | +100.0% | 0.02% | – |
| AVY | New | AVERY DENNISON CORP | $1,316,000 | – | 6,261 | +100.0% | 0.02% | – |
| CBON | Buy | VANECK VECTORS ETF TRchinaamc china b | $1,305,000 | +30.1% | 54,161 | +28.2% | 0.02% | +13.6% |
| FRPT | Buy | FRESHPET INC | $1,309,000 | +5.9% | 8,031 | +3.1% | 0.02% | -7.4% |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $1,282,000 | – | 24,214 | +100.0% | 0.02% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,312,000 | +9.8% | 8,762 | +10.3% | 0.02% | -3.8% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,272,000 | +0.6% | 21,285 | +1.4% | 0.02% | -10.7% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $1,303,000 | +11.8% | 33,800 | +5.7% | 0.02% | -3.8% |
| HLI | New | HOULIHAN LOKEY INCcl a | $1,306,000 | – | 15,971 | +100.0% | 0.02% | – |
| DOX | New | AMDOCS LTD | $1,302,000 | – | 16,830 | +100.0% | 0.02% | – |
| SPLK | Buy | SPLUNK INC | $1,276,000 | +8.3% | 8,823 | +1.5% | 0.02% | -3.8% |
| SIVB | New | SVB FINANCIAL GROUP | $1,293,000 | – | 2,323 | +100.0% | 0.02% | – |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $1,311,000 | +8.1% | 16,896 | +4.3% | 0.02% | -7.4% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $1,313,000 | +16.7% | 6,884 | +10.0% | 0.02% | 0.0% |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $1,286,000 | – | 14,979 | +100.0% | 0.02% | – |
| RBLX | New | ROBLOX CORPcl a | $1,319,000 | – | 14,662 | +100.0% | 0.02% | – |
| PPL | Buy | PPL CORP | $1,229,000 | +0.5% | 43,955 | +3.6% | 0.02% | -11.1% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $1,248,000 | +3.5% | 18,110 | +467.7% | 0.02% | -11.1% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,264,000 | +13.9% | 6,296 | +5.1% | 0.02% | -4.0% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $1,262,000 | +19.8% | 12,632 | +19.0% | 0.02% | +4.3% |
| EIX | Buy | EDISON INTL | $1,238,000 | +9.7% | 21,411 | +11.2% | 0.02% | -4.0% |
| CHGG | Buy | CHEGG INC | $1,269,000 | +7.9% | 15,266 | +11.2% | 0.02% | -7.7% |
| SYF | New | SYNCHRONY FINANCIAL | $1,240,000 | – | 25,547 | +100.0% | 0.02% | – |
| GIB | Buy | CGI INCcl a sub vtg | $1,182,000 | +12.9% | 13,041 | +3.7% | 0.02% | 0.0% |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $1,207,000 | – | 34,558 | +100.0% | 0.02% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,178,000 | +3.0% | 5,035 | +0.3% | 0.02% | -8.0% |
| RJF | New | RAYMOND JAMES FINL INC | $1,187,000 | – | 9,138 | +100.0% | 0.02% | – |
| EWBC | New | EAST WEST BANCORP INC | $1,190,000 | – | 16,604 | +100.0% | 0.02% | – |
| AIN | Buy | ALBANY INTL CORPcl a | $1,199,000 | +19.7% | 13,437 | +11.9% | 0.02% | +4.5% |
| NOK | New | NOKIA CORPsponsored adr | $1,172,000 | – | 220,345 | +100.0% | 0.02% | – |
| SNV | New | SYNOVUS FINL CORP | $1,166,000 | – | 26,576 | +100.0% | 0.02% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC | $1,167,000 | +9.0% | 8,842 | +5.9% | 0.02% | -4.2% |
| CPER | New | UNITED STS COMMODITY INDEX Fcm rep copp fd | $1,206,000 | – | 45,996 | +100.0% | 0.02% | – |
| RPM | New | RPM INTL INC | $1,216,000 | – | 13,717 | +100.0% | 0.02% | – |
| DTE | Buy | DTE ENERGY CO | $1,200,000 | +14.6% | 9,256 | +17.7% | 0.02% | 0.0% |
| NTRA | New | NATERA INC | $1,215,000 | – | 10,699 | +100.0% | 0.02% | – |
| DVN | New | DEVON ENERGY CORP NEW | $1,175,000 | – | 40,255 | +100.0% | 0.02% | – |
| VALE | New | VALE S Asponsored ads | $1,154,000 | – | 50,580 | +100.0% | 0.02% | – |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $1,145,000 | +12.1% | 21,030 | +4.8% | 0.02% | -4.3% |
| MFC | Buy | MANULIFE FINL CORP | $1,164,000 | -5.9% | 59,110 | +2.7% | 0.02% | -18.5% |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,116,000 | – | 6,961 | +100.0% | 0.02% | – |
| WWJD | New | NORTHERN LTS FD TR IVintrntinl esg | $1,137,000 | – | 32,478 | +100.0% | 0.02% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,119,000 | – | 23,285 | +100.0% | 0.02% | – |
| ES | Buy | EVERSOURCE ENERGY | $1,134,000 | +3.0% | 14,129 | +11.1% | 0.02% | -8.3% |
| XEL | New | XCEL ENERGY INC | $1,126,000 | – | 17,089 | +100.0% | 0.02% | – |
| AON | Buy | AON PLC | $1,161,000 | +11.1% | 4,863 | +7.1% | 0.02% | -4.3% |
| CNC | New | CENTENE CORP DEL | $1,099,000 | – | 15,065 | +100.0% | 0.02% | – |
| TRP | New | TC ENERGY CORP | $1,112,000 | – | 22,455 | +100.0% | 0.02% | – |
| IAI | New | ISHARES TRus br del se etf | $1,077,000 | – | 10,556 | +100.0% | 0.02% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $1,107,000 | – | 14,371 | +100.0% | 0.02% | – |
| CRNC | New | CERENCE INC | $1,078,000 | – | 10,099 | +100.0% | 0.02% | – |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $1,072,000 | – | 27,584 | +100.0% | 0.02% | – |
| KRBN | New | KRANESHARES TRglobal carbon | $1,064,000 | – | 28,757 | +100.0% | 0.02% | – |
| XTN | New | SPDR SER TRs&p transn etf | $1,107,000 | – | 13,033 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $1,097,000 | – | 14,795 | +100.0% | 0.02% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $1,109,000 | – | 23,715 | +100.0% | 0.02% | – |
| AER | Buy | AERCAP HOLDINGS NV | $1,084,000 | -9.3% | 21,166 | +4.0% | 0.02% | -19.2% |
| USPH | New | U S PHYSICAL THERAPY | $1,082,000 | – | 9,336 | +100.0% | 0.02% | – |
| TDG | New | TRANSDIGM GROUP INC | $1,081,000 | – | 1,670 | +100.0% | 0.02% | – |
| CAH | Buy | CARDINAL HEALTH INC | $1,091,000 | +2.6% | 19,118 | +9.3% | 0.02% | -12.5% |
| CSX | Buy | CSX CORP | $1,022,000 | -18.1% | 31,850 | +146.0% | 0.02% | -28.6% |
| CHEF | New | CHEFS WHSE INC | $1,058,000 | – | 33,227 | +100.0% | 0.02% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $1,042,000 | – | 15,431 | +100.0% | 0.02% | – |
| TTD | Buy | THE TRADE DESK INC | $1,014,000 | -0.8% | 13,107 | +735.9% | 0.02% | -13.0% |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $1,016,000 | – | 17,353 | +100.0% | 0.02% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $1,041,000 | – | 2,486 | +100.0% | 0.02% | – |
| AXTA | New | AXALTA COATING SYS LTD | $1,032,000 | – | 33,848 | +100.0% | 0.02% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $1,015,000 | – | 17,747 | +100.0% | 0.02% | – |
| SNA | New | SNAP ON INC | $1,044,000 | – | 4,673 | +100.0% | 0.02% | – |
| EXAS | Buy | EXACT SCIENCES CORP | $1,052,000 | -0.4% | 8,459 | +5.6% | 0.02% | -13.0% |
| FSV | New | FIRSTSERVICE CORP NEW | $1,029,000 | – | 6,010 | +100.0% | 0.02% | – |
| GMAB | New | GENMAB A/Ssponsored ads | $1,048,000 | – | 25,677 | +100.0% | 0.02% | – |
| BP | New | BP PLCsponsored adr | $1,029,000 | – | 38,934 | +100.0% | 0.02% | – |
| MSGE | New | MADISON SQUARE GRDN ENTERTNMcl a | $1,012,000 | – | 12,054 | +100.0% | 0.02% | – |
| LYFT | New | LYFT INC | $1,016,000 | – | 16,804 | +100.0% | 0.02% | – |
| IYW | New | ISHARES TRu.s. tech etf | $1,012,000 | – | 10,182 | +100.0% | 0.02% | – |
| PHG | New | KONINKLIJKE PHILIPS N V | $1,033,000 | – | 20,779 | +100.0% | 0.02% | – |
| CAE | New | CAE INC | $1,008,000 | – | 32,714 | +100.0% | 0.02% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $1,008,000 | – | 2,700 | +100.0% | 0.02% | – |
| YNDX | New | YANDEX N V | $1,010,000 | – | 14,272 | +100.0% | 0.02% | – |
| BSY | New | BENTLEY SYS INC | $1,003,000 | – | 15,481 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- HBKS Wealth Advisors #1
- LifeMark Securities Corp #10
- Pinnacle Wealth Planning Services, Inc. #11
- Peak Capital Management LLC #12
- Stewardship Advisory Group #13
- Belpointe Asset Management LLC #14
- Legacy Wealth Management #15
- CENTAURUS FINANCIAL, INC. #16
- WealthBridge Capital Management, LLC #17
- Cascadia Advisory Services, LLC #18
- Sanctuary Advisors, LLC #19
- Vivaldi Capital Management, LLC #2
- Wealth Alliance #20
- f3Logic LLC #21
- Cerity Partners #3
- WORLD EQUITY GROUP, INC. #4
- BCJ Capital Management, LLC #5
- Ausdal Financial Partners, Inc. #6
- Darwin Advisors, LLC #7
- FIRST FINANCIAL EQUITY CORPORATION #8
- OneAscent Financial Services LLC #9
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
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 | 2024-05-21 |
| 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 |
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.