$146 Million is the total value of Westside Investment Management, Inc.'s 889 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | New | APPLE INC | $128,072,347,000 | – | 540,087 | +100.0% | 87.50% | – |
CRON | New | CRONOS GROUP INC F | $2,480,924,000 | – | 10,700 | +100.0% | 1.70% | – |
GBIL | New | GOLDMAN SACHS TR TREASURYACCESSetf | $1,975,733,000 | – | 240,676 | +100.0% | 1.35% | – |
AMZN | New | AMAZON COM INC | $558,801,000 | – | 4,069 | +100.0% | 0.38% | – |
BABA | New | ALIBABA GROUP HOLDING F | $494,649,000 | – | 19,848 | +100.0% | 0.34% | – |
VIG | New | VANGUARD DIVIDENDetf | $449,893,000 | – | 41,470 | +100.0% | 0.31% | – |
New | DFA EMERGING MKTS COREetf | $423,345,000 | – | 35,695 | +100.0% | 0.29% | – | |
New | DFA US SMALL CAP PORTetf | $409,406,000 | – | 1,610 | +100.0% | 0.28% | – | |
PDLI | New | P D L BIOPHARMA INC | $405,912,000 | – | 36,834 | +100.0% | 0.28% | – |
WDAY | New | WORKDAY INC | $376,562,000 | – | 33,036 | +100.0% | 0.26% | – |
ATOM | New | ATOMERA INC 00500 | $298,610,000 | – | 34,693 | +100.0% | 0.20% | – |
GILD | New | GILEAD SCIENCES INC | $292,429,000 | – | 43,305 | +100.0% | 0.20% | – |
VCR | New | VANGUARD CONSUMERetf | $263,638,000 | – | 15,621 | +100.0% | 0.18% | – |
QCOM | New | QUALCOMM INC | $257,050,000 | – | 22,602 | +100.0% | 0.18% | – |
BAC | New | BANK OF AMERICA CORP | $239,907,000 | – | 31,391 | +100.0% | 0.16% | – |
QQQ | New | INVESCO QQQ TRUSTetf | $233,827,000 | – | 29,286 | +100.0% | 0.16% | – |
XLF | New | SELECT STR FINANCIALetf | $234,671,000 | – | 82,636 | +100.0% | 0.16% | – |
New | DFA INVESTMENT GRADEbond | $213,981,000 | – | 18,688 | +100.0% | 0.15% | – | |
BUD | New | ANHEUSER BUSCH INBEV S F | $202,968,000 | – | 5,700 | +100.0% | 0.14% | – |
New | DOUBLELINE TOTAL RETURNbond | $197,677,000 | – | 170 | +100.0% | 0.14% | – | |
IEFA | New | ISHARES CORE MSCI EAFEetf | $194,688,000 | – | 106,152 | +100.0% | 0.13% | – |
New | FIDELITY ADV NEWetf | $193,277,000 | – | 7,193 | +100.0% | 0.13% | – | |
PG | New | PROCTER & GAMBLE | $181,522,000 | – | 4,500 | +100.0% | 0.12% | – |
VB | New | VANGUARD SMALL CAP ETFetf | $174,101,000 | – | 9,655 | +100.0% | 0.12% | – |
FB | New | FACEBOOK INC | $173,054,000 | – | 10,794 | +100.0% | 0.12% | – |
AMLP | New | ALPS TR ALERIAN MLPetf | $168,903,000 | – | 19,000 | +100.0% | 0.12% | – |
New | FIRST EAGLE OVERSEAS FUNetf | $157,776,000 | – | 2,400 | +100.0% | 0.11% | – | |
WATT | New | ENERGOUS CORP | $149,531,000 | – | 17,715 | +100.0% | 0.10% | – |
MSFT | New | MICROSOFT CORP | $147,252,000 | – | 66,853 | +100.0% | 0.10% | – |
AGG | New | ISHARES TR CORE US AGGBDetf | $143,340,000 | – | 43,644 | +100.0% | 0.10% | – |
DIS | New | WALT DISNEY CO | $143,888,000 | – | 57,771 | +100.0% | 0.10% | – |
New | DWS GLBL MACRO FD Setf | $141,232,000 | – | 15,643 | +100.0% | 0.10% | – | |
VYM | New | VANGUARD HIGH DIVIDENDetf | $137,438,000 | – | 32,720 | +100.0% | 0.09% | – |
XLK | New | TECHNOLOGY SELECT SECTORetf | $130,556,000 | – | 26,041 | +100.0% | 0.09% | – |
GOOG | New | ALPHABET INC | $127,311,000 | – | 6,761 | +100.0% | 0.09% | – |
VNQ | New | VANGUARD REAL ESTATEetf | $126,257,000 | – | 9,356 | +100.0% | 0.09% | – |
VWO | New | VANGUARD INTL EQUITY INDEX F FTSE EMR MKTetf | $125,307,000 | – | 38,634 | +100.0% | 0.09% | – |
MU | New | MICRON TECHNOLOGY INC | $125,013,000 | – | 8,288 | +100.0% | 0.08% | – |
SBUX | New | STARBUCKS CORP | $122,917,000 | – | 15,115 | +100.0% | 0.08% | – |
VHT | New | VANGUARD HEALTH CAREetf | $116,762,000 | – | 3,707 | +100.0% | 0.08% | – |
BA | New | BOEING CO | $116,793,000 | – | 3,535 | +100.0% | 0.08% | – |
New | JPMORGAN LARGE CAP GWTHetf | $115,920,000 | – | 1,200 | +100.0% | 0.08% | – | |
T | New | AT&T INC | $113,485,000 | – | 15,922 | +100.0% | 0.08% | – |
AVGO | New | BROADCOM INC | $112,278,000 | – | 2,351 | +100.0% | 0.08% | – |
DLR | New | DIGITAL REALTY TRUSTreit | $111,148,000 | – | 950 | +100.0% | 0.08% | – |
IUSB | New | ISHARES TOTAL USD BONDetf | $108,854,000 | – | 75,422 | +100.0% | 0.07% | – |
New | DFA INTL CORE EQTY PORTetf | $108,420,000 | – | 650 | +100.0% | 0.07% | – | |
IAU | New | ISHARES GOLD TRUSTetf | $107,890,000 | – | 66,361 | +100.0% | 0.07% | – |
EDIT | New | EDITAS MEDICINE INCORPOR | $106,394,000 | – | 14,688 | +100.0% | 0.07% | – |
VGT | New | VANGUARD INFORMATIONetf | $106,513,000 | – | 6,715 | +100.0% | 0.07% | – |
VWOB | New | VANGUARD WHITEHALL FDS INC EMERG MKT BDetf | $105,600,000 | – | 1,500 | +100.0% | 0.07% | – |
New | T ROWE PRICE HEALTHetf | $103,442,000 | – | 1,467 | +100.0% | 0.07% | – | |
ROBO | New | ROBO GBL RBOTCS ANDetf | $101,475,000 | – | 1,500 | +100.0% | 0.07% | – |
KHC | New | KRAFT HEINZ CO | $99,028,000 | – | 6,779 | +100.0% | 0.07% | – |
New | AMERICAN CENTURY INTERbond | $99,499,000 | – | 9,512 | +100.0% | 0.07% | – | |
CGC | New | CANOPY GROWTH CORP F | $97,497,000 | – | 850 | +100.0% | 0.07% | – |
CVS | New | CVS HEALTH CORP | $95,185,000 | – | 46,393 | +100.0% | 0.06% | – |
New | HARTFORD EQTY INCM FD CLetf | $94,811,000 | – | 8,819 | +100.0% | 0.06% | – | |
NOC | New | NORTHROP GRUMMAN CO | $93,357,000 | – | 5,745 | +100.0% | 0.06% | – |
TSLA | New | TESLA MTRS INC | $89,216,000 | – | 431 | +100.0% | 0.06% | – |
New | SCHWAB S&P 500 INDEX FDetf | $86,324,000 | – | 2,173 | +100.0% | 0.06% | – | |
TEVA | New | TEVA PHARMACEUTICAL IN F | $86,235,000 | – | 12,700 | +100.0% | 0.06% | – |
IJR | New | ISHARES CORE S&P SMALLetf | $84,855,000 | – | 13,811 | +100.0% | 0.06% | – |
GOOGL | New | ALPHABET INC CAP STK | $82,913,000 | – | 1,428 | +100.0% | 0.06% | – |
TLRY | New | TILRAY INC | $81,696,000 | – | 4,124 | +100.0% | 0.06% | – |
SPY | New | SPDR S&P 500 ETF TR TRetf | $77,549,000 | – | 1,171 | +100.0% | 0.05% | – |
New | DWS ESG CORE EQUITY Setf | $71,487,000 | – | 5,845 | +100.0% | 0.05% | – | |
FDN | New | FIRST TRUST INTERNETetf | $71,485,000 | – | 3,170 | +100.0% | 0.05% | – |
OXY | New | OCCIDENTAL PETROLEUM | $67,747,000 | – | 10,100 | +100.0% | 0.05% | – |
GLD | New | SPDR GOLD SHARES ETFetf | $66,213,000 | – | 22,597 | +100.0% | 0.04% | – |
IYW | New | ISHARES US TECHNOLOGYetf | $65,462,000 | – | 1,601 | +100.0% | 0.04% | – |
F | New | FORD MTR CO DEL | $62,921,000 | – | 40,250 | +100.0% | 0.04% | – |
INTC | New | INTEL CORP | $59,473,000 | – | 16,703 | +100.0% | 0.04% | – |
New | DFA US LARGE CAP VALUEetf | $59,646,000 | – | 2,268 | +100.0% | 0.04% | – | |
XLE | New | SELECT SECTOR SPDR TR ENERGYetf | $60,323,000 | – | 12,910 | +100.0% | 0.04% | – |
New | DFA US LARGE CO PORTetf | $57,854,000 | – | 7,724 | +100.0% | 0.04% | – | |
AVEO | New | AVEO PHARMACEUTICALS | $54,120,000 | – | 1,000 | +100.0% | 0.04% | – |
NKE | New | NIKE INC | $54,656,000 | – | 7,045 | +100.0% | 0.04% | – |
New | DFA LARGE CAP INTL PORTetf | $52,140,000 | – | 1,000 | +100.0% | 0.04% | – | |
PRU | New | PRUDENTIAL FINL | $53,273,000 | – | 6,611 | +100.0% | 0.04% | – |
WHR | New | WHIRLPOOL CORP | $51,964,000 | – | 6,245 | +100.0% | 0.04% | – |
GE | New | GENERAL ELECTRIC CO | $52,502,000 | – | 19,011 | +100.0% | 0.04% | – |
AXP | New | AMERICAN EXPRESS CO | $51,408,000 | – | 1,093 | +100.0% | 0.04% | – |
CHL | New | CHINA MOBILE LTD F | $49,121,000 | – | 5,300 | +100.0% | 0.03% | – |
JNJ | New | JOHNSON & JOHNSON | $46,458,000 | – | 4,650 | +100.0% | 0.03% | – |
AMD | New | ADVANCED MICRO DEVIC | $47,448,000 | – | 816 | +100.0% | 0.03% | – |
USO | New | UNITED STATES OIL FUND LPlp | $46,501,000 | – | 56,600 | +100.0% | 0.03% | – |
NLY | New | ANNALY CAP MGMT INC | $45,655,000 | – | 14,000 | +100.0% | 0.03% | – |
IBM | New | INTL BUSINESS | $44,474,000 | – | 1,325 | +100.0% | 0.03% | – |
MO | New | ALTRIA GROUP INC | $43,505,000 | – | 6,665 | +100.0% | 0.03% | – |
HA | New | HAWAIIAN HOLDINGS INC | $37,619,000 | – | 7,000 | +100.0% | 0.03% | – |
CS | New | CREDIT SUISSE GROUP | $38,024,000 | – | 4,918 | +100.0% | 0.03% | – |
FDX | New | FEDEX CORP | $37,140,000 | – | 6,590 | +100.0% | 0.02% | – |
TVIXF | New | CREDIT SUISSE NASSAU BRH VELOCITY | $34,454,000 | – | 110 | +100.0% | 0.02% | – |
New | LOOMIS SAYLES SR FLTNGbond | $34,716,000 | – | 4,550 | +100.0% | 0.02% | – | |
AGN | New | ALLERGAN PLC F | $35,535,000 | – | 850 | +100.0% | 0.02% | – |
New | VOYA STRATEGIC INCMbond | $33,825,000 | – | 500 | +100.0% | 0.02% | – | |
New | DFA US SMALL CAP VALUEetf | $31,267,000 | – | 1,493 | +100.0% | 0.02% | – | |
MNKKQ | New | MALLINCKRODT PUB LTD CO | $29,705,000 | – | 18,010 | +100.0% | 0.02% | – |
New | LORD ABBETT INTERM TAXbond | $28,870,000 | – | 1,600 | +100.0% | 0.02% | – | |
UBER | New | UBER TECHNOLOGIES INC | $29,067,000 | – | 42,105 | +100.0% | 0.02% | – |
New | AMERICAN CENTURY CAbond | $29,973,000 | – | 1,100 | +100.0% | 0.02% | – | |
FCX | New | FREEPORT-MCMORAN INC | $29,723,000 | – | 7,856 | +100.0% | 0.02% | – |
DXCM | New | DEXCOM INC | $28,856,000 | – | 2,060 | +100.0% | 0.02% | – |
JPM | New | JPMORGAN CHASE & CO | $27,332,000 | – | 3,892 | +100.0% | 0.02% | – |
New | SAN JUAN CA USD 4 20bond | $28,300,000 | – | 400 | +100.0% | 0.02% | – | |
MJ | New | ETFMG ALTERNATIVEetf | $28,523,000 | – | 4,535 | +100.0% | 0.02% | – |
MDY | New | SPDR S&P MIDCAP 400 ETFetf | $26,380,000 | – | 450 | +100.0% | 0.02% | – |
C | New | CITIGROUP INC | $26,491,000 | – | 9,235 | +100.0% | 0.02% | – |
GWPH | New | GW PHARMACEUTIC PLC F | $26,291,000 | – | 535 | +100.0% | 0.02% | – |
TIP | New | ISHARES TR TIPS BDetf | $26,358,000 | – | 23,731 | +100.0% | 0.02% | – |
WORK | New | SLACK TECHNOLOGIES INC | $25,450,000 | – | 7,250 | +100.0% | 0.02% | – |
CRSP | New | CRISPR THERAPEUTICS F | $25,457,000 | – | 862 | +100.0% | 0.02% | – |
TCEHY | New | TENCENT HOLDINGS Fadr | $24,545,000 | – | 500 | +100.0% | 0.02% | – |
PHO | New | INVESCO WATER RESOURCESetf | $24,215,000 | – | 2,105 | +100.0% | 0.02% | – |
PINS | New | PINTEREST INC | $24,397,000 | – | 3,468 | +100.0% | 0.02% | – |
NWL | New | NEWELL BRANDS INC | $22,602,000 | – | 3,700 | +100.0% | 0.02% | – |
GM | New | GENERAL MOTORS CO | $21,099,000 | – | 16,375 | +100.0% | 0.01% | – |
New | SAN RAFAEL CA ESD 4 21bond | $21,190,000 | – | 100 | +100.0% | 0.01% | – | |
AMGN | New | AMGEN INC | $20,075,000 | – | 8,944 | +100.0% | 0.01% | – |
XLV | New | SELECT SECTOR SPDR TR SBI HEALTHCAREetf | $20,732,000 | – | 9,282 | +100.0% | 0.01% | – |
COST | New | COSTCO WHOLESALE CO | $20,357,000 | – | 20,598 | +100.0% | 0.01% | – |
TTE | New | TOTAL S A F | $18,768,000 | – | 4,500 | +100.0% | 0.01% | – |
SSYS | New | STRATASYS LTD | $19,189,000 | – | 4,326 | +100.0% | 0.01% | – |
IQ | New | IQIYI INC F | $17,836,000 | – | 3,050 | +100.0% | 0.01% | – |
BOX | New | BOX INC | $16,313,000 | – | 1,294 | +100.0% | 0.01% | – |
MCD | New | MCDONALDS CORP | $16,588,000 | – | 424 | +100.0% | 0.01% | – |
BRKB | New | BERKSHIRE HATHAWAY | $16,763,000 | – | 16,647 | +100.0% | 0.01% | – |
TTM | New | TATA MTRS LTD | $16,056,000 | – | 5,300 | +100.0% | 0.01% | – |
WRK | New | WESTROCK CO | $14,130,000 | – | 500 | +100.0% | 0.01% | – |
ICLN | New | ISHARES TR GL CLEAN ENEetf | $14,336,000 | – | 2,750 | +100.0% | 0.01% | – |
CRM | New | SALESFORCE COM INC | $14,476,000 | – | 648 | +100.0% | 0.01% | – |
New | HARTFORD SCHRODERS TAXbond | $14,805,000 | – | 100 | +100.0% | 0.01% | – | |
BYND | New | BEYOND MEAT INC | $13,351,000 | – | 675 | +100.0% | 0.01% | – |
BLNK | New | BLINK CHARGING CO | $13,690,000 | – | 976 | +100.0% | 0.01% | – |
MMM | New | 3M COMPANY | $13,675,000 | – | 281 | +100.0% | 0.01% | – |
SNAP | New | SNAP INC | $11,897,000 | – | 1,650 | +100.0% | 0.01% | – |
CSCO | New | CISCO SYSTEMS INC | $11,000,000 | – | 34,432 | +100.0% | 0.01% | – |
ABBV | New | ABBVIE INC | $11,405,000 | – | 15,748 | +100.0% | 0.01% | – |
ATVI | New | ACTIVISION BLIZZARD INC | $11,925,000 | – | 700 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER COreit | $11,895,000 | – | 2,500 | +100.0% | 0.01% | – |
XOM | New | EXXON MOBIL CORP | $11,585,000 | – | 5,428 | +100.0% | 0.01% | – |
New | CALIFORNIA ST UNIVE 2 20bond | $10,339,000 | – | 100 | +100.0% | 0.01% | – | |
GIS | New | GENERAL MILLS INC | $10,636,000 | – | 900 | +100.0% | 0.01% | – |
New | DFA EMERGING MKTS PORTetf | $8,709,000 | – | 410 | +100.0% | 0.01% | – | |
CC | New | CHEMOURS COMPANY | $8,875,000 | – | 1,600 | +100.0% | 0.01% | – |
KO | New | THE COCA-COLA CO | $6,747,000 | – | 2,481 | +100.0% | 0.01% | – |
ORCL | New | ORACLE CORP SR NT | $7,205,000 | – | 25,192 | +100.0% | 0.01% | – |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $7,397,000 | – | 1,000 | +100.0% | 0.01% | – |
ARCO | New | ARCOS DORADOS HOLDINGS INC | $6,680,000 | – | 2,000 | +100.0% | 0.01% | – |
New | TOUCHSTONE MID CAP FD Aetf | $7,423,000 | – | 60 | +100.0% | 0.01% | – | |
New | CALIFORNIA ST 5 22bond | $5,834,000 | – | 30 | +100.0% | 0.00% | – | |
EBAY | New | EBAY INC | $6,091,000 | – | 2,853 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORP | $6,201,000 | – | 2,190 | +100.0% | 0.00% | – |
VTI | New | VANGUARD TOTALetf | $5,633,000 | – | 43,699 | +100.0% | 0.00% | – |
VTR | New | VENTAS INCreit | $5,368,000 | – | 500 | +100.0% | 0.00% | – |
ERIC | New | ERICSSONadr | $4,045,000 | – | 500 | +100.0% | 0.00% | – |
STLD | New | STEEL DYNAMICS INC | $4,522,000 | – | 850 | +100.0% | 0.00% | – |
VALPQ | New | VALARIS PLC SHS | $4,502,000 | – | 10,075 | +100.0% | 0.00% | – |
AMRN | New | AMARIN CORP PLC F | $4,372,000 | – | 94,045 | +100.0% | 0.00% | – |
New | SAN DIEGO CA USD 5 25 27bond | $4,412,000 | – | 100 | +100.0% | 0.00% | – | |
VNM | New | VANECK VECTORS ETF TR VIETNAMetf | $4,176,000 | – | 400 | +100.0% | 0.00% | – |
X | New | UNITED STS STEEL CRP NEW | $3,175,000 | – | 3,750 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC | $2,468,000 | – | 620 | +100.0% | 0.00% | – |
FHB | New | FIRST HAWAIIAN INC | $3,307,000 | – | 300 | +100.0% | 0.00% | – |
AUY | New | YAMANA GOLD INC | $2,751,000 | – | 1,200 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HOLDINGS | $1,205,000 | – | 12,592 | +100.0% | 0.00% | – |
KNOP | New | KNOT OFFSHORE PARTNER LPlp | $2,040,000 | – | 200 | +100.0% | 0.00% | – |
MUB | New | ISHARES NATIONALetf | $1,189,000 | – | 10,527 | +100.0% | 0.00% | – |
DLX | New | DELUXE CORP | $873,000 | – | 33,670 | +100.0% | 0.00% | – |
PBI | New | PITNEY BOWES | $1,216,000 | – | 596,474 | +100.0% | 0.00% | – |
NXTD | New | NXT ID INC | $1,750,000 | – | 5,000 | +100.0% | 0.00% | – |
UNH | New | UNITEDHEALTH GROUP | $896,000 | – | 3,594 | +100.0% | 0.00% | – |
URI | New | UNITED RENTALS | $1,365,000 | – | 13,272 | +100.0% | 0.00% | – |
SUSA | New | ISHARES MSCIetf | $856,000 | – | 7,806 | +100.0% | 0.00% | – |
IBB | New | ISHARES NASDAQetf | $1,008,000 | – | 9,364 | +100.0% | 0.00% | – |
TPC | New | TUTOR PERINI | $1,682,000 | – | 250,445 | +100.0% | 0.00% | – |
TRVG | New | TRIVAGO N V Fadr | $2,190,000 | – | 1,500 | +100.0% | 0.00% | – |
SHY | New | ISHARES 1-3YRetf | $2,139,000 | – | 24,690 | +100.0% | 0.00% | – |
TLT | New | ISHARES 20 PLUSetf | $2,007,000 | – | 12,169 | +100.0% | 0.00% | – |
DTN | New | WISDOMTREE U Setf | $910,000 | – | 14,091 | +100.0% | 0.00% | – |
IEMG | New | ISHARES COREetf | $1,307,000 | – | 32,311 | +100.0% | 0.00% | – |
CI | New | CIGNA CORP | $1,140,000 | – | 6,437 | +100.0% | 0.00% | – |
SDY | New | SPDR SERIESetf | $881,000 | – | 11,042 | +100.0% | 0.00% | – |
BCO | New | BRINKS COMPANY | $989,000 | – | 19,010 | +100.0% | 0.00% | – |
ESGN | New | COLUMBIA SUSTAINABLEetf | $751,000 | – | 39,365 | +100.0% | 0.00% | – |
MDT | New | MEDTRONIC PLC | $1,179,000 | – | 13,078 | +100.0% | 0.00% | – |
SHM | New | SPDR NUVEENetf | $908,000 | – | 18,582 | +100.0% | 0.00% | – |
TRTN | New | TRITON INTL LTD F | $779,000 | – | 2,400 | +100.0% | 0.00% | – |
BX | New | BLACKSTONE GROUP | $1,485,000 | – | 32,590 | +100.0% | 0.00% | – |
PKI | New | PERKINELMER INC | $1,112,000 | – | 14,773 | +100.0% | 0.00% | – |
IJH | New | ISHARES COREetf | $24,000 | – | 172 | +100.0% | 0.00% | – |
SOXX | New | ISHARES PHLXetf | $6,000 | – | 30 | +100.0% | 0.00% | – |
IGM | New | ISHARES EXPANDEDetf | $195,000 | – | 922 | +100.0% | 0.00% | – |
ICF | New | ISHARES COHENetf | $212,000 | – | 2,325 | +100.0% | 0.00% | – |
IWD | New | ISHARES RUSSELLetf | $40,000 | – | 409 | +100.0% | 0.00% | – |
IJK | New | ISHARES S&Petf | $8,000 | – | 50 | +100.0% | 0.00% | – |
IWF | New | ISHARES RUSSELLetf | $1,000 | – | 6 | +100.0% | 0.00% | – |
IWB | New | ISHARES RUSSELLetf | $60,000 | – | 430 | +100.0% | 0.00% | – |
IDU | New | ISHARES U Setf | $37,000 | – | 270 | +100.0% | 0.00% | – |
IYZ | New | ISHARES U Setf | $1,000 | – | 65 | +100.0% | 0.00% | – |
IYR | New | ISHARES U Setf | $15,000 | – | 220 | +100.0% | 0.00% | – |
IYJ | New | ISHARES U Setf | $90,000 | – | 730 | +100.0% | 0.00% | – |
IYH | New | ISHARES U Setf | $32,000 | – | 174 | +100.0% | 0.00% | – |
IYF | New | ISHARES U Setf | $9,000 | – | 100 | +100.0% | 0.00% | – |
IYE | New | ISHARES U Setf | $2,000 | – | 170 | +100.0% | 0.00% | – |
ACWI | New | ISHARES MSCIetf | $12,000 | – | 205 | +100.0% | 0.00% | – |
EMB | New | ISHARES JPMORGANetf | $69,000 | – | 720 | +100.0% | 0.00% | – |
IMCG | New | ISHARES MORNINGSTARetf | $109,000 | – | 500 | +100.0% | 0.00% | – |
CMF | New | ISHARES CALIFORNIAetf | $159,000 | – | 2,628 | +100.0% | 0.00% | – |
IDV | New | ISHARES INTLetf | $11,000 | – | 498 | +100.0% | 0.00% | – |
IFGL | New | ISHARES INTLetf | $0 | – | 0 | +100.0% | 0.00% | – |
DSI | New | ISHARES MSCIetf | $77,000 | – | 800 | +100.0% | 0.00% | – |
IGSB | New | ISHARES SHORTetf | $20,000 | – | 400 | +100.0% | 0.00% | – |
TLH | New | ISHARES 10-20YRetf | $134,000 | – | 800 | +100.0% | 0.00% | – |
PFF | New | ISHARES U Setf | $269,000 | – | 8,471 | +100.0% | 0.00% | – |
JXI | New | ISHARES GLOBALetf | $7,000 | – | 150 | +100.0% | 0.00% | – |
KXI | New | ISHARES GLOBALetf | $4,000 | – | 100 | +100.0% | 0.00% | – |
ITA | New | ISHARES AEROSPACEetf | $10,000 | – | 72 | +100.0% | 0.00% | – |
IHI | New | ISHARES U Setf | $11,000 | – | 50 | +100.0% | 0.00% | – |
EFV | New | ISHARES MSCIetf | $496,000 | – | 13,904 | +100.0% | 0.00% | – |
AOM | New | ISHARES COREetf | $36,000 | – | 1,000 | +100.0% | 0.00% | – |
SLV | New | ISHARES SILVER | $19,000 | – | 1,500 | +100.0% | 0.00% | – |
FLOT | New | ISHARES FLOATINGetf | $114,000 | – | 2,353 | +100.0% | 0.00% | – |
HDV | New | ISHARES COREetf | $19,000 | – | 269 | +100.0% | 0.00% | – |
MCHI | New | ISHARES MSCIetf | $10,000 | – | 180 | +100.0% | 0.00% | – |
EFAV | New | ISHARES EDGEetf | $261,000 | – | 4,220 | +100.0% | 0.00% | – |
USMV | New | ISHARES EDGEetf | $641,000 | – | 11,879 | +100.0% | 0.00% | – |
STIP | New | ISHARES 0-5etf | $73,000 | – | 737 | +100.0% | 0.00% | – |
QUAL | New | ISHARES EDGEetf | $24,000 | – | 300 | +100.0% | 0.00% | – |
MTUM | New | ISHARES EDGEetf | $42,000 | – | 400 | +100.0% | 0.00% | – |
IXUS | New | ISHARES COREetf | $15,000 | – | 334 | +100.0% | 0.00% | – |
EWT | New | ISHARES INCetf | $6,000 | – | 190 | +100.0% | 0.00% | – |
EWJ | New | ISHARES MSCIetf | $4,000 | – | 100 | +100.0% | 0.00% | – |
XT | New | ISHARES EXPONENTIALetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
CRBN | New | ISHARES MSCIetf | $30,000 | – | 300 | +100.0% | 0.00% | – |
DGRO | New | ISHARES COREetf | $6,000 | – | 193 | +100.0% | 0.00% | – |
SMMV | New | ISHARES EDGEetf | $29,000 | – | 1,125 | +100.0% | 0.00% | – |
JD | New | JD COM INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
JEF | New | JEFFERIES FINANCIAL | $5,000 | – | 421 | +100.0% | 0.00% | – |
KLAC | New | KLA CORP | $16,000 | – | 113 | +100.0% | 0.00% | – |
KSU | New | KANSAS CITY | $12,000 | – | 94 | +100.0% | 0.00% | – |
KYN | New | KAYNE ANDERSONetf | $1,000 | – | 422 | +100.0% | 0.00% | – |
KBH | New | KB HOME | $9,000 | – | 500 | +100.0% | 0.00% | – |
KMB | New | KIMBERLY CLARK | $103,000 | – | 810 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS | $1,000 | – | 101 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORPORATION | $206,000 | – | 860 | +100.0% | 0.00% | – |
RODM | New | LATTICE HARTFORDetf | $22,000 | – | 1,000 | +100.0% | 0.00% | – |
ROAM | New | LATTICE HARTFORDetf | $21,000 | – | 1,300 | +100.0% | 0.00% | – |
LEG | New | LEGGETT & PLATT | $10,000 | – | 400 | +100.0% | 0.00% | – |
LEN | New | LENNAR CORP | $1,000 | – | 30 | +100.0% | 0.00% | – |
USA | New | LIBERTY ALL-STARetf | $3,000 | – | 672 | +100.0% | 0.00% | – |
LLY | New | ELI LILLY | $97,000 | – | 700 | +100.0% | 0.00% | – |
New | AMERICAN FD LTD TERM TAXbond | $0 | – | 0 | +100.0% | 0.00% | – | |
LAC | New | LITHIUM AMERS | $1,000 | – | 100 | +100.0% | 0.00% | – |
LMT | New | LOCKHEED MARTIN | $375,000 | – | 1,107 | +100.0% | 0.00% | – |
LOW | New | LOWES COMPANIES | $85,000 | – | 991 | +100.0% | 0.00% | – |
LKNCY | New | LUCKIN COFFEE | $1,000 | – | 25 | +100.0% | 0.00% | – |
LULU | New | LULULEMON ATHLETICA | $7,000 | – | 40 | +100.0% | 0.00% | – |
LITE | New | LUMENTUM HOLDINGS | $1,000 | – | 12 | +100.0% | 0.00% | – |
MTB | New | M&T BANK | $5,000 | – | 52 | +100.0% | 0.00% | – |
MSGN | New | MSG NETWORK | $3,000 | – | 309 | +100.0% | 0.00% | – |
MSGS | New | MADISON SQUARE | $152,000 | – | 719 | +100.0% | 0.00% | – |
MTW | New | MANITOWOC COMPANY | $1,000 | – | 225 | +100.0% | 0.00% | – |
MNKD | New | MANNKIND CORP | $1,000 | – | 1,200 | +100.0% | 0.00% | – |
MPC | New | MARATHON PETROLEUM | $2,000 | – | 108 | +100.0% | 0.00% | – |
MA | New | MASTERCARD INC | $2,000 | – | 11 | +100.0% | 0.00% | – |
MAT | New | MATTEL INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
MXIM | New | MAXIM INTEGRATED | $4,000 | – | 87 | +100.0% | 0.00% | – |
MXL | New | MAXLINEAR INC | $144,000 | – | 12,400 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $13,000 | – | 100 | +100.0% | 0.00% | – |
MLCO | New | MELCO RESORTS | $3,000 | – | 250 | +100.0% | 0.00% | – |
MRK | New | MERCK & COMPANY | $210,000 | – | 2,733 | +100.0% | 0.00% | – |
MET | New | METLIFE INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
New | MICRO FOCUS | $1,000 | – | 44 | +100.0% | 0.00% | – | |
MDLZ | New | MONDELEZ INTERNATIONAL | $175,000 | – | 3,501 | +100.0% | 0.00% | – |
MGI | New | MONEYGRAM INTL | $1,000 | – | 31 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE | $17,000 | – | 319 | +100.0% | 0.00% | – |
MS | New | MORGAN STANLEY | $68,000 | – | 2,000 | +100.0% | 0.00% | – |
EDD | New | MORGAN STANLEYetf | $1,000 | – | 132 | +100.0% | 0.00% | – |
NOV | New | NATIONAL OILWELL | $2,000 | – | 301 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL | $11,000 | – | 364 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $64,000 | – | 172 | +100.0% | 0.00% | – |
NWSA | New | NEWS CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
NEE | New | NEXTERA ENERGY | $62,000 | – | 259 | +100.0% | 0.00% | – |
NTRS | New | NORTHERN TRUST | $8,000 | – | 107 | +100.0% | 0.00% | – |
NVS | New | NOVARTIS AG | $4,000 | – | 52 | +100.0% | 0.00% | – |
NVO | New | NOVO NORDISK | $36,000 | – | 600 | +100.0% | 0.00% | – |
DNOW | New | NOW INC | $5,000 | – | 1,020 | +100.0% | 0.00% | – |
NUAN | New | NUANCE COMMUNICATION | $11,000 | – | 701 | +100.0% | 0.00% | – |
NVDA | New | NVIDIA CORP | $11,000 | – | 42 | +100.0% | 0.00% | – |
NUVA | New | NUVASIVE INC | $75,000 | – | 1,500 | +100.0% | 0.00% | – |
OGE | New | OGE ENERGY CORP | $90,000 | – | 2,960 | +100.0% | 0.00% | – |
OBELF | New | OBSIDIAN ENERGY | $1,000 | – | 42 | +100.0% | 0.00% | – |
OMN | New | OMNOVA SOLUTIONS | $2,000 | – | 200 | +100.0% | 0.00% | – |
ORA | New | ORMAT TECHNOLOGIES | $10,000 | – | 151 | +100.0% | 0.00% | – |
OVV | New | OVINTIV INC | $1,000 | – | 193 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS | $10,000 | – | 247 | +100.0% | 0.00% | – |
PNC | New | PNC FINANCIAL | $20,000 | – | 214 | +100.0% | 0.00% | – |
PPG | New | PPG INDUSTRIES | $21,000 | – | 256 | +100.0% | 0.00% | – |
PTC | New | PTC INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO | $11,000 | – | 72 | +100.0% | 0.00% | – |
PAAS | New | PAN AMERICAN | $8,000 | – | 614 | +100.0% | 0.00% | – |
PK | New | PARK HOTELS | $1,000 | – | 55 | +100.0% | 0.00% | – |
PAYX | New | PAYCHEX INC | $10,000 | – | 165 | +100.0% | 0.00% | – |
PENN | New | PENN NATIONAL | $477,000 | – | 37,720 | +100.0% | 0.00% | – |
PEP | New | PEPSICO INC | $315,000 | – | 2,625 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC | $1,000 | – | 101 | +100.0% | 0.00% | – |
PFE | New | PFIZER INC | $214,000 | – | 6,559 | +100.0% | 0.00% | – |
PM | New | PHILIP MORRIS | $253,000 | – | 3,480 | +100.0% | 0.00% | – |
PSX | New | PHILLIPS 66 | $80,000 | – | 1,500 | +100.0% | 0.00% | – |
BOND | New | PIMCO ACTIVEetf | $43,000 | – | 411 | +100.0% | 0.00% | – |
PCI | New | PIMCO DYNAMICetf | $80,000 | – | 4,777 | +100.0% | 0.00% | – |
PAA | New | PLAINS ALLmlp | $10,000 | – | 2,000 | +100.0% | 0.00% | – |
PLUG | New | PLUG POWER | $18,000 | – | 5,160 | +100.0% | 0.00% | – |
PII | New | POLARIS INC | $6,000 | – | 130 | +100.0% | 0.00% | – |
TROW | New | PRICE T | $12,000 | – | 130 | +100.0% | 0.00% | – |
PFG | New | PRINCIPAL FINANCIAL | $9,000 | – | 300 | +100.0% | 0.00% | – |
PLD | New | PROLOGIS INC | $2,000 | – | 35 | +100.0% | 0.00% | – |
TBF | New | PROSHARES SHORTetf | $9,000 | – | 600 | +100.0% | 0.00% | – |
BOIL | New | PROSHARES ULTRAetf | $1,000 | – | 50 | +100.0% | 0.00% | – |
PHM | New | PULTEGROUP INC | $3,000 | – | 161 | +100.0% | 0.00% | – |
PLSE | New | PULSE BIOSCIENCES | $193,000 | – | 27,060 | +100.0% | 0.00% | – |
QRVO | New | QORVO INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
O | New | REALTY INCOME | $12,000 | – | 260 | +100.0% | 0.00% | – |
RF | New | REGIONS FINANCIAL | $1,000 | – | 182 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $32,000 | – | 217 | +100.0% | 0.00% | – |
RESN | New | RESONANT INC | $141,000 | – | 95,900 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES | $1,000 | – | 21 | +100.0% | 0.00% | – |
RPAI | New | RETAIL PROPERTIES | $2,000 | – | 560 | +100.0% | 0.00% | – |
REX | New | REX AMERICAN | $41,000 | – | 900 | +100.0% | 0.00% | – |
RNET | New | RIGNET INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
ROK | New | ROCKWELL AUTOMATION | $226,000 | – | 1,500 | +100.0% | 0.00% | – |
RY | New | ROYAL BANK | $61,000 | – | 1,000 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL | $12,000 | – | 51 | +100.0% | 0.00% | – |
SPXC | New | SPX CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
EDIV | New | SPDR S&Petf | $13,000 | – | 596 | +100.0% | 0.00% | – |
RWO | New | SPDR DOWetf | $93,000 | – | 2,596 | +100.0% | 0.00% | – |
SPDW | New | SPDR PORTFOLIOetf | $47,000 | – | 2,000 | +100.0% | 0.00% | – |
SLYG | New | SPDR SERIESetf | $3,000 | – | 72 | +100.0% | 0.00% | – |
KRE | New | SPDR S&Petf | $13,000 | – | 410 | +100.0% | 0.00% | – |
SPTM | New | SPDR PORTFOLIOetf | $157,000 | – | 5,000 | +100.0% | 0.00% | – |
XBI | New | SPDR SERIESetf | $508,000 | – | 6,570 | +100.0% | 0.00% | – |
TOTL | New | SPDR DOUBLELINEetf | $14,000 | – | 300 | +100.0% | 0.00% | – |
XOP | New | SPDR SERIESetf | $13,000 | – | 425 | +100.0% | 0.00% | – |
TFI | New | SPDR NUVEENetf | $10,000 | – | 210 | +100.0% | 0.00% | – |
SAGE | New | SAGE THERAPEUTICS | $114,000 | – | 3,975 | +100.0% | 0.00% | – |
SNY | New | SANOFI | $4,000 | – | 100 | +100.0% | 0.00% | – |
HSIC | New | HENRY SCHEIN | $101,000 | – | 2,000 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD | $3,000 | – | 293 | +100.0% | 0.00% | – |
SCHX | New | SCHWAB USetf | $4,000 | – | 80 | +100.0% | 0.00% | – |
SCHA | New | SCHWAB USetf | $1,000 | – | 29 | +100.0% | 0.00% | – |
SCHE | New | SCHWAB EMERGINGetf | $4,000 | – | 209 | +100.0% | 0.00% | – |
SCHF | New | SCHWAB INTLetf | $1,000 | – | 57 | +100.0% | 0.00% | – |
SCHZ | New | SCHWAB AGGREGATEetf | $3,000 | – | 67 | +100.0% | 0.00% | – |
SMG | New | SCOTTS MIRACLE-GRO | $169,000 | – | 1,653 | +100.0% | 0.00% | – |
XLB | New | SECTOR MATERIALSetf | $9,000 | – | 200 | +100.0% | 0.00% | – |
XLP | New | SECTOR CONSUMERetf | $152,000 | – | 2,800 | +100.0% | 0.00% | – |
XLY | New | CONSUMER DISCRETIONARYetf | $69,000 | – | 713 | +100.0% | 0.00% | – |
XLI | New | SECTOR INDUSTRIALetf | $19,000 | – | 327 | +100.0% | 0.00% | – |
XLRE | New | SELECT SECTORetf | $5,000 | – | 166 | +100.0% | 0.00% | – |
XLU | New | SELECT UTILITIESetf | $50,000 | – | 905 | +100.0% | 0.00% | – |
SRE | New | SEMPRA ENERGY | $33,000 | – | 300 | +100.0% | 0.00% | – |
SQBG | New | SEQUENTIAL BRANDS | $1,000 | – | 2 | +100.0% | 0.00% | – |
SHAK | New | SHAKE SHACK | $11,000 | – | 300 | +100.0% | 0.00% | – |
SPG | New | SIMON PROPERTY | $2,000 | – | 54 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM | $35,000 | – | 7,240 | +100.0% | 0.00% | – |
SWKS | New | SKYWORKS SOLUTIONS | $273,000 | – | 3,055 | +100.0% | 0.00% | – |
SNN | New | SMITH & NEPHEW PLC NEW | $4,000 | – | 113 | +100.0% | 0.00% | – |
SDC | New | SMILEDIRECTCLUB INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
SEDG | New | SOLAREDGE TECHNOLOGIES | $46,000 | – | 570 | +100.0% | 0.00% | – |
SO | New | SOUTHERN COMPANY | $11,000 | – | 214 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLINES | $42,000 | – | 1,200 | +100.0% | 0.00% | – |
SPB | New | SPECTRUM BRANDS | $1,000 | – | 10 | +100.0% | 0.00% | – |
SPR | New | SPIRIT AEROSYSTEMS | $4,000 | – | 200 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC | $53,000 | – | 425 | +100.0% | 0.00% | – |
S | New | SPRINT CORP | $4,000 | – | 490 | +100.0% | 0.00% | – |
SFM | New | SPROUTS FARMERS | $19,000 | – | 1,075 | +100.0% | 0.00% | – |
SQ | New | SQUARE INC | $54,000 | – | 1,048 | +100.0% | 0.00% | – |
SYK | New | STRYKER CORP | $38,000 | – | 233 | +100.0% | 0.00% | – |
SLF | New | SUN LIFE | $11,000 | – | 355 | +100.0% | 0.00% | – |
SU | New | SUNCOR ENERGY | $1,000 | – | 113 | +100.0% | 0.00% | – |
SYY | New | SYSCO CORP | $29,000 | – | 639 | +100.0% | 0.00% | – |
TJX | New | TJX COS | $33,000 | – | 700 | +100.0% | 0.00% | – |
TTWO | New | TAKE-TWO INTERACTIVE | $65,000 | – | 550 | +100.0% | 0.00% | – |
TPR | New | TAPESTRY INC | $1,000 | – | 142 | +100.0% | 0.00% | – |
TGT | New | TARGET CORP | $101,000 | – | 1,088 | +100.0% | 0.00% | – |
TDF | New | TEMPLETON DRAGON FD INCetf | $45,000 | – | 2,650 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRUMENTS | $131,000 | – | 1,312 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
TMO | New | THERMO FISHER | $8,000 | – | 31 | +100.0% | 0.00% | – |
DDD | New | 3D SYSTEMS | $1,000 | – | 98 | +100.0% | 0.00% | – |
TTNP | New | TITAN PHARMACEUTICALS | $1,000 | – | 251 | +100.0% | 0.00% | – |
TM | New | TOYOTA MOTOR | $53,000 | – | 450 | +100.0% | 0.00% | – |
TSCO | New | TRACTOR SUPPLY | $8,000 | – | 104 | +100.0% | 0.00% | – |
TRV | New | TRAVELERS COS | $80,000 | – | 808 | +100.0% | 0.00% | – |
TG | New | TREDEGAR CORP | $5,000 | – | 348 | +100.0% | 0.00% | – |
TFC | New | TRUIST FINANCIAL | $32,000 | – | 1,070 | +100.0% | 0.00% | – |
TRWH | New | TWIN RIVER | $1,000 | – | 7 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS | $13,000 | – | 231 | +100.0% | 0.00% | – |
USB | New | U S BANCORP DE | $6,000 | – | 201 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY | $5,000 | – | 33 | +100.0% | 0.00% | – |
UN | New | UNILEVER N V | $9,000 | – | 200 | +100.0% | 0.00% | – |
UNP | New | UNION PACIFIC CORP | $37,000 | – | 265 | +100.0% | 0.00% | – |
UIS | New | UNISYS CORP | $1,000 | – | 40 | +100.0% | 0.00% | – |
UBSI | New | UNITED BANKSHARES | $10,000 | – | 450 | +100.0% | 0.00% | – |
UAL | New | UNITED AIRLINES | $113,000 | – | 3,590 | +100.0% | 0.00% | – |
UPS | New | UNITED PARCEL | $126,000 | – | 1,349 | +100.0% | 0.00% | – |
UTX | New | UNITED TECHNOLOGIES | $75,000 | – | 797 | +100.0% | 0.00% | – |
UBX | New | UNITY BIOTECHNOLOGY | $1,000 | – | 200 | +100.0% | 0.00% | – |
VFC | New | V F CORP | $3,000 | – | 66 | +100.0% | 0.00% | – |
MTN | New | VAIL RESORTS | $5,000 | – | 36 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY | $21,000 | – | 483 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORSetf | $50,000 | – | 2,186 | +100.0% | 0.00% | – |
RSX | New | VANECK VECTORSetf | $8,000 | – | 500 | +100.0% | 0.00% | – |
SMB | New | VANECK VECTORSetf | $106,000 | – | 6,125 | +100.0% | 0.00% | – |
ISRA | New | VANECK VECTORSetf | $2,000 | – | 100 | +100.0% | 0.00% | – |
MOO | New | VANECK VECTORSetf | $49,000 | – | 954 | +100.0% | 0.00% | – |
ITM | New | VANECK VECTORSetf | $126,000 | – | 2,585 | +100.0% | 0.00% | – |
HYD | New | VANECK VECTORSetf | $270,000 | – | 5,180 | +100.0% | 0.00% | – |
VXUS | New | VANGUARD TOTALetf | $92,000 | – | 2,199 | +100.0% | 0.00% | – |
BIV | New | VANGUARD INTERMEDIATEetf | $4,000 | – | 51 | +100.0% | 0.00% | – |
BND | New | VANGUARD TOTALetf | $496,000 | – | 5,818 | +100.0% | 0.00% | – |
BNDX | New | VANGUARD TOTALetf | $344,000 | – | 6,124 | +100.0% | 0.00% | – |
VEU | New | VANGUARD FTSEetf | $24,000 | – | 594 | +100.0% | 0.00% | – |
VGK | New | VANGUARD FTSEetf | $3,000 | – | 75 | +100.0% | 0.00% | – |
VDC | New | VANGUARD CONSUMERetf | $110,000 | – | 803 | +100.0% | 0.00% | – |
VDE | New | VANGUARD ENERGYetf | $4,000 | – | 110 | +100.0% | 0.00% | – |
VFH | New | VANGUARD FINANCIALSetf | $190,000 | – | 3,760 | +100.0% | 0.00% | – |
VOX | New | VANGUARD COMMUNICATIONetf | $7,000 | – | 100 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD MORTGAGEetf | $4,000 | – | 82 | +100.0% | 0.00% | – |
VGR | New | VECTOR GROUP | $4,000 | – | 512 | +100.0% | 0.00% | – |
VEEV | New | VEEVA SYSTEMS | $27,000 | – | 175 | +100.0% | 0.00% | – |
VOO | New | VANGUARD S&Petf | $65,000 | – | 276 | +100.0% | 0.00% | – |
VBK | New | VANGUARD SMALLetf | $14,000 | – | 99 | +100.0% | 0.00% | – |
VO | New | VANGUARD MIDetf | $23,000 | – | 180 | +100.0% | 0.00% | – |
VUG | New | VANGUARD GROWTHetf | $189,000 | – | 1,211 | +100.0% | 0.00% | – |
VTV | New | VANGUARD VALUEetf | $94,000 | – | 1,057 | +100.0% | 0.00% | – |
VZ | New | VERIZON COMMUNICATIONS | $98,000 | – | 1,832 | +100.0% | 0.00% | – |
VERI | New | VERITONE INC | $4,000 | – | 1,870 | +100.0% | 0.00% | – |
VVI | New | VIAD CORP | $1,000 | – | 62 | +100.0% | 0.00% | – |
VSAT | New | VIASAT INC | $10,000 | – | 300 | +100.0% | 0.00% | – |
VIAV | New | VIAVI SOLUTIONS | $1,000 | – | 62 | +100.0% | 0.00% | – |
CFA | New | VICTORYSHARES USetf | $72,000 | – | 1,711 | +100.0% | 0.00% | – |
VNCE | New | VINCE HOLDING | $5,000 | – | 1,400 | +100.0% | 0.00% | – |
SPCEU | New | VIRGIN GALACTICunits | $3,000 | – | 200 | +100.0% | 0.00% | – |
VHC | New | VIRNETX HOLDING | $1,000 | – | 300 | +100.0% | 0.00% | – |
V | New | VISA INC | $88,000 | – | 552 | +100.0% | 0.00% | – |
VSTO | New | VISTA OUTDOOR | $1,000 | – | 90 | +100.0% | 0.00% | – |
WAB | New | WABTEC | $2,000 | – | 48 | +100.0% | 0.00% | – |
WMT | New | WALMART INC | $139,000 | – | 1,229 | +100.0% | 0.00% | – |
WBA | New | WALGREENS BOOTS | $69,000 | – | 1,520 | +100.0% | 0.00% | – |
WM | New | WASTE MANAGEMENT | $13,000 | – | 142 | +100.0% | 0.00% | – |
WAT | New | WATERS CORP | $3,000 | – | 18 | +100.0% | 0.00% | – |
W | New | WAYFAIR INC | $12,000 | – | 237 | +100.0% | 0.00% | – |
WFC | New | WELLS FARGO | $10,000 | – | 360 | +100.0% | 0.00% | – |
WIW | New | WESTERN ASSETetf | $2,000 | – | 233 | +100.0% | 0.00% | – |
WES | New | WESTERN MIDSTREAMmlp | $2,000 | – | 900 | +100.0% | 0.00% | – |
WPRT | New | WESTPORT FUEL | $3,000 | – | 3,318 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS | $4,000 | – | 341 | +100.0% | 0.00% | – |
WSM | New | WILLIAMS SONOMA | $1,000 | – | 42 | +100.0% | 0.00% | – |
DOO | New | WISDOMTREE INTLetf | $15,000 | – | 500 | +100.0% | 0.00% | – |
DFE | New | WISDOMTREE EUROPEetf | $9,000 | – | 240 | +100.0% | 0.00% | – |
HEDJ | New | WISDOMTREE TRUSTetf | $121,000 | – | 2,378 | +100.0% | 0.00% | – |
WPX | New | WPX ENERGY | $1,000 | – | 48 | +100.0% | 0.00% | – |
XEL | New | XCEL ENERGY | $3,000 | – | 66 | +100.0% | 0.00% | – |
XHR | New | XENIA HOTELS | $8,000 | – | 802 | +100.0% | 0.00% | – |
XRX | New | XEROX HOLDINGS | $479,000 | – | 25,308 | +100.0% | 0.00% | – |
YUM | New | YUM BRANDS INC | $50,000 | – | 738 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA | $31,000 | – | 737 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET | $355,000 | – | 3,516 | +100.0% | 0.00% | – |
ZM | New | ZOOM VIDEO | $9,000 | – | 65 | +100.0% | 0.00% | – |
ADNT | New | ADIENT PLC | $1,000 | – | 205 | +100.0% | 0.00% | – |
ACN | New | ACCENTURE PLC | $13,000 | – | 85 | +100.0% | 0.00% | – |
HELE | New | HELEN OF | $14,000 | – | 103 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CONTROLS | $16,000 | – | 600 | +100.0% | 0.00% | – |
LBTYK | New | LIBERTY GLOBAL | $1,000 | – | 59 | +100.0% | 0.00% | – |
NBR | New | NABORS INDUSTRIES | $1,000 | – | 66 | +100.0% | 0.00% | – |
NCLH | New | NORWEGIAN CRUISE | $2,000 | – | 200 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY | $162,000 | – | 3,325 | +100.0% | 0.00% | – |
SDRLF | New | SEADRILL LTD | $1,000 | – | 1 | +100.0% | 0.00% | – |
SIG | New | SIGNET JEWELERS | $171,000 | – | 26,525 | +100.0% | 0.00% | – |
STE | New | STERIS PLC | $626,000 | – | 4,475 | +100.0% | 0.00% | – |
TT | New | TRANE TECHNOLOGIES | $18,000 | – | 230 | +100.0% | 0.00% | – |
LILAK | New | LIBERTY LATIN | $1,000 | – | 9 | +100.0% | 0.00% | – |
ALC | New | ALCON INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
GRMN | New | GARMIN LTD | $149,000 | – | 2,000 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY | $5,000 | – | 88 | +100.0% | 0.00% | – |
RIG | New | TRANSOCEAN LTD | $1,000 | – | 1,210 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY | $6,000 | – | 50 | +100.0% | 0.00% | – |
LYB | New | LYONDELLBASELL INDUSTRIE | $31,000 | – | 625 | +100.0% | 0.00% | – |
MYL | New | MYLAN N V | $2,000 | – | 150 | +100.0% | 0.00% | – |
New | FBR LTD ORDFadr | $675,000 | – | 50,000 | +100.0% | 0.00% | – | |
AGNC | New | AGNC INVESTMENT | $31,000 | – | 3,000 | +100.0% | 0.00% | – |
NM | New | NAVIOS MARITIME | $1,000 | – | 30 | +100.0% | 0.00% | – |
AES | New | AES CORP | $6,000 | – | 511 | +100.0% | 0.00% | – |
ARKW | New | ARK NEXTetf | $40,000 | – | 762 | +100.0% | 0.00% | – |
ABT | New | ABBOTT LABORATORIES | $226,000 | – | 2,867 | +100.0% | 0.00% | – |
ADBE | New | ADOBE INC | $646,000 | – | 2,030 | +100.0% | 0.00% | – |
DBLV | New | ADVISORSHARES DOUBLELINEetf | $15,000 | – | 267 | +100.0% | 0.00% | – |
AVAV | New | AEROVIRONMENT INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
APD | New | AIR PRODUCTS | $20,000 | – | 100 | +100.0% | 0.00% | – |
AGI | New | ALAMOS GOLD | $2,000 | – | 431 | +100.0% | 0.00% | – |
AA | New | ALCOA UPSTREAM | $3,000 | – | 500 | +100.0% | 0.00% | – |
ALXN | New | ALEXION PHARMACEUTICALS | $722,000 | – | 8,051 | +100.0% | 0.00% | – |
ALGT | New | ALLEGIANT TRAVEL | $143,000 | – | 1,750 | +100.0% | 0.00% | – |
ALL | New | ALLSTATE CORP | $11,000 | – | 130 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLINES | $46,000 | – | 3,786 | +100.0% | 0.00% | – |
AEP | New | AMERICAN ELECTRIC | $98,000 | – | 1,236 | +100.0% | 0.00% | – |
AMH | New | AMERICAN HOMES | $11,000 | – | 502 | +100.0% | 0.00% | – |
AIGWS | New | AMERICAN INTLwarrant | $1,000 | – | 53 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL | $2,000 | – | 100 | +100.0% | 0.00% | – |
AMT | New | AMERICAN TOWER | $11,000 | – | 52 | +100.0% | 0.00% | – |
AMP | New | AMERIPRISE FINANCIAL | $10,000 | – | 102 | +100.0% | 0.00% | – |
ADI | New | ANALOG DEVICES | $17,000 | – | 194 | +100.0% | 0.00% | – |
APO | New | APOLLO GLOBAL | $10,000 | – | 300 | +100.0% | 0.00% | – |
AMAT | New | APPLIED MATERIALS | $341,000 | – | 7,450 | +100.0% | 0.00% | – |
ADM | New | ARCHER DANIELS | $37,000 | – | 1,076 | +100.0% | 0.00% | – |
ASTE | New | ASTEC INDUSTRIES | $18,000 | – | 538 | +100.0% | 0.00% | – |
ADP | New | AUTOMATIC DATA | $9,000 | – | 68 | +100.0% | 0.00% | – |
AVY | New | AVERY DENNISON CORP | $16,000 | – | 160 | +100.0% | 0.00% | – |
BP | New | BP PLC | $8,000 | – | 366 | +100.0% | 0.00% | – |
BIDU | New | BAIDU INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
BKR | New | BAKER HUGHES | $31,000 | – | 3,000 | +100.0% | 0.00% | – |
BLDP | New | BALLARD POWER | $25,000 | – | 3,330 | +100.0% | 0.00% | – |
BANF | New | BANCFIRST CORP | $10,000 | – | 322 | +100.0% | 0.00% | – |
BOH | New | BANK HAWAII | $77,000 | – | 1,403 | +100.0% | 0.00% | – |
BHC | New | BAUSCH HEALTH | $611,000 | – | 39,430 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON | $16,000 | – | 71 | +100.0% | 0.00% | – |
BBBY | New | BED BATH | $1,000 | – | 100 | +100.0% | 0.00% | – |
BIIB | New | BIOGEN INC | $529,000 | – | 1,673 | +100.0% | 0.00% | – |
BLK | New | BLACKROCK INC | $18,000 | – | 41 | +100.0% | 0.00% | – |
BWA | New | BORG WARNER | $265,000 | – | 10,890 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC | $20,000 | – | 625 | +100.0% | 0.00% | – |
BGGSQ | New | BRIGGS & STRATTON | $1,000 | – | 691 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINANCIAL | $1,000 | – | 13 | +100.0% | 0.00% | – |
BMY | New | BRISTOL MYERS | $404,000 | – | 7,257 | +100.0% | 0.00% | – |
BMYRT | New | BRISTOL MYERSwarrant | $50,000 | – | 13,392 | +100.0% | 0.00% | – |
CME | New | CME GROUP | $33,000 | – | 196 | +100.0% | 0.00% | – |
CCLP | New | CSI COMPRESSCO | $1,000 | – | 200 | +100.0% | 0.00% | – |
CSX | New | CSX CORP | $38,000 | – | 675 | +100.0% | 0.00% | – |
CNX | New | CNX RESOURCES | $2,000 | – | 545 | +100.0% | 0.00% | – |
CNI | New | CANADIAN NATIONAL | $2,000 | – | 37 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE | $40,000 | – | 800 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
CAT | New | CATERPILLAR INC | $162,000 | – | 1,401 | +100.0% | 0.00% | – |
CNP | New | CENTERPOINT ENERGY | $4,000 | – | 294 | +100.0% | 0.00% | – |
LUMN | New | CENTURYLINK INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
CRNC | New | CERENCE INC | $1,000 | – | 86 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS | $494,000 | – | 1,134 | +100.0% | 0.00% | – |
LNG | New | CHENIERE ENERGY | $16,000 | – | 500 | +100.0% | 0.00% | – |
CHK | New | CHESAPEAKE ENERGY | $3,000 | – | 17,790 | +100.0% | 0.00% | – |
CVX | New | CHEVRON CORP | $130,000 | – | 1,800 | +100.0% | 0.00% | – |
CHWY | New | CHEWY INC | $6,000 | – | 175 | +100.0% | 0.00% | – |
SNP | New | CHINA PETROLEUM | $6,000 | – | 130 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT | $192,000 | – | 3,000 | +100.0% | 0.00% | – |
CNK | New | CINEMARK HOLDINGS | $1,000 | – | 105 | +100.0% | 0.00% | – |
CLF | New | CLEVELAND CLIFFS | $1,000 | – | 450 | +100.0% | 0.00% | – |
CLX | New | CLOROX COMPANY | $4,000 | – | 26 | +100.0% | 0.00% | – |
CDE | New | COEUR MINING | $1,000 | – | 20 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECH | $15,000 | – | 324 | +100.0% | 0.00% | – |
UTF | New | COHEN & STEERSetf | $4,000 | – | 225 | +100.0% | 0.00% | – |
CMCSA | New | COMCAST CORP | $554,000 | – | 16,119 | +100.0% | 0.00% | – |
CNDT | New | CONDUENT INC | $4,000 | – | 1,890 | +100.0% | 0.00% | – |
COP | New | CONOCOPHILLIPS | $70,000 | – | 2,285 | +100.0% | 0.00% | – |
CEIX | New | CONSOL ENERGY | $1,000 | – | 68 | +100.0% | 0.00% | – |
CLR | New | CONTINENTAL RESOURCES | $8,000 | – | 1,172 | +100.0% | 0.00% | – |
GLW | New | CORNING INC | $72,000 | – | 3,509 | +100.0% | 0.00% | – |
CTVA | New | CORTEVA INC | $35,000 | – | 1,529 | +100.0% | 0.00% | – |
CVET | New | COVETRUS INC | $669,000 | – | 82,225 | +100.0% | 0.00% | – |
CMI | New | CUMMINS INC | $85,000 | – | 630 | +100.0% | 0.00% | – |
New | DFA US CORE EQTY 2 PORTetf | $14,000 | – | 3 | +100.0% | 0.00% | – | |
New | DFA US TARGETED VALUEetf | $156,000 | – | 1 | +100.0% | 0.00% | – | |
DXC | New | DXC TECHNOLOGY | $18,000 | – | 1,406 | +100.0% | 0.00% | – |
DHR | New | DANAHER CORP | $6,000 | – | 50 | +100.0% | 0.00% | – |
DE | New | DEERE & CO | $69,000 | – | 502 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES | $4,000 | – | 118 | +100.0% | 0.00% | – |
DAL | New | DELTA AIRLINES | $141,000 | – | 4,950 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY | $11,000 | – | 1,600 | +100.0% | 0.00% | – |
SPDN | New | DIREXION DAILYetf | $31,000 | – | 1,130 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE | $3,000 | – | 50 | +100.0% | 0.00% | – |
DOW | New | DOW INC | $44,000 | – | 1,529 | +100.0% | 0.00% | – |
DBX | New | DROPBOX INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
DUK | New | DUKE ENERGY | $51,000 | – | 636 | +100.0% | 0.00% | – |
DNKN | New | DUNKIN BRANDS | $8,000 | – | 154 | +100.0% | 0.00% | – |
DD | New | DUPONT DE | $56,000 | – | 1,657 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERSetf | $7,000 | – | 204 | +100.0% | 0.00% | – |
ETHO | New | ETF MANAGERSetf | $16,000 | – | 500 | +100.0% | 0.00% | – |
ETW | New | EATON VANCEetf | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
ECL | New | ECOLAB INC | $12,000 | – | 80 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL | $7,000 | – | 141 | +100.0% | 0.00% | – |
EW | New | EDWARDS LIFESCIENCES | $75,000 | – | 400 | +100.0% | 0.00% | – |
EA | New | ELECTRONIC ARTS | $50,000 | – | 500 | +100.0% | 0.00% | – |
EMR | New | EMERSON ELECTRIC | $19,000 | – | 400 | +100.0% | 0.00% | – |
ENB | New | ENBRIDGE INC | $20,000 | – | 718 | +100.0% | 0.00% | – |
EHC | New | ENCOMPASS HEALTH | $4,000 | – | 77 | +100.0% | 0.00% | – |
ENPH | New | ENPHASE ENERGY | $168,000 | – | 5,230 | +100.0% | 0.00% | – |
ETR | New | ENTERGY CORP | $93,000 | – | 998 | +100.0% | 0.00% | – |
EPD | New | ENTERPRISE PRODUCTSmlp | $44,000 | – | 3,118 | +100.0% | 0.00% | – |
ETON | New | ETON PHARMACEUTICALS | $195,000 | – | 47,750 | +100.0% | 0.00% | – |
EVBG | New | EVERBRIDGE INC | $201,000 | – | 1,895 | +100.0% | 0.00% | – |
EVRG | New | EVERGY INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY | $12,000 | – | 159 | +100.0% | 0.00% | – |
EXTR | New | EXTREME NETWORKS | $1,000 | – | 200 | +100.0% | 0.00% | – |
FDLO | New | FIDELITY COVINGTONetf | $53,000 | – | 1,725 | +100.0% | 0.00% | – |
FREL | New | FIDELITY MSCIetf | $18,000 | – | 900 | +100.0% | 0.00% | – |
FIS | New | FIDELITY NATIONAL | $15,000 | – | 126 | +100.0% | 0.00% | – |
FEYE | New | FIREEYE INC | $320,000 | – | 30,282 | +100.0% | 0.00% | – |
AG | New | FIRST MAJESTIC | $1,000 | – | 35 | +100.0% | 0.00% | – |
FTCS | New | FIRST TRUSTetf | $34,000 | – | 700 | +100.0% | 0.00% | – |
FBT | New | FIRST TRUSTetf | $13,000 | – | 100 | +100.0% | 0.00% | – |
FVD | New | FIRST TRUSTetf | $33,000 | – | 1,200 | +100.0% | 0.00% | – |
FXD | New | FIRST TRUSTetf | $4,000 | – | 182 | +100.0% | 0.00% | – |
FXG | New | FIRST TRUSTetf | $6,000 | – | 152 | +100.0% | 0.00% | – |
FXO | New | FIRST TRUSTetf | $15,000 | – | 728 | +100.0% | 0.00% | – |
FXH | New | FIRST TRUSTetf | $45,000 | – | 618 | +100.0% | 0.00% | – |
FXR | New | FIRST TRUSTetf | $8,000 | – | 268 | +100.0% | 0.00% | – |
FXZ | New | FIRST TRUSTetf | $5,000 | – | 184 | +100.0% | 0.00% | – |
FXL | New | FIRST TRUSTetf | $37,000 | – | 636 | +100.0% | 0.00% | – |
FLM | New | FIRST TRUSTetf | $10,000 | – | 300 | +100.0% | 0.00% | – |
QABA | New | FIRST TRUSTetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
TDIV | New | FIRST TRUSTetf | $14,000 | – | 400 | +100.0% | 0.00% | – |
RDVY | New | FIRST TRUSTetf | $70,000 | – | 2,734 | +100.0% | 0.00% | – |
FISV | New | FISERV INC | $40,000 | – | 424 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER | $433,000 | – | 19,675 | +100.0% | 0.00% | – |
FBHS | New | FORTUNE BRANDS | $20,000 | – | 478 | +100.0% | 0.00% | – |
FOXA | New | FOX CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
FOX | New | FOX CORP | $1,000 | – | 36 | +100.0% | 0.00% | – |
FOXF | New | FOX FACTORY | $4,000 | – | 100 | +100.0% | 0.00% | – |
FTRCQ | New | FRONTIER COMMUNICATIONS | $1,000 | – | 1 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION | $1,000 | – | 13 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS | $9,000 | – | 75 | +100.0% | 0.00% | – |
GPC | New | GENUINE PARTS | $3,000 | – | 59 | +100.0% | 0.00% | – |
GNW | New | GENWORTH FINANCIAL | $100,000 | – | 30,400 | +100.0% | 0.00% | – |
GSK | New | GLAXOSMITHKLINE PLC | $9,000 | – | 260 | +100.0% | 0.00% | – |
SDIV | New | GLOBAL Xetf | $4,000 | – | 521 | +100.0% | 0.00% | – |
GS | New | GOLDMAN SACHS | $38,000 | – | 250 | +100.0% | 0.00% | – |
GSLC | New | GOLDMAN SACHSetf | $5,000 | – | 100 | +100.0% | 0.00% | – |
GVA | New | GRANITE CONSTRUCTION | $86,000 | – | 5,675 | +100.0% | 0.00% | – |
GRPN | New | GROUPON INC | $1,000 | – | 180 | +100.0% | 0.00% | – |
HCA | New | HCA HEALTHCARE | $22,000 | – | 252 | +100.0% | 0.00% | – |
HPQ | New | HP INC | $530,000 | – | 30,532 | +100.0% | 0.00% | – |
HROW | New | HARROW HEALTH | $231,000 | – | 60,650 | +100.0% | 0.00% | – |
HIG | New | HARTFORD FINANCIAL | $41,000 | – | 1,177 | +100.0% | 0.00% | – |
HTAB | New | HARTFORD SCHRODERSetf | $62,000 | – | 3,000 | +100.0% | 0.00% | – |
HE | New | HAWAIIAN ELEC INDS INC | $72,000 | – | 1,695 | +100.0% | 0.00% | – |
PEAK | New | HEALTHPEAK PPTYS | $23,000 | – | 1,000 | +100.0% | 0.00% | – |
HL | New | HECLA MINING | $1,000 | – | 111 | +100.0% | 0.00% | – |
HMNY | New | HELIOS & MATHESON ANALYTICS | $2,000 | – | 10,000 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD | $157,000 | – | 16,232 | +100.0% | 0.00% | – |
HGV | New | HILTON GRAND | $1,000 | – | 25 | +100.0% | 0.00% | – |
HLT | New | HILTON WORLDWIDE | $5,000 | – | 83 | +100.0% | 0.00% | – |
HD | New | HOME DEPOT | $248,000 | – | 1,332 | +100.0% | 0.00% | – |
HON | New | HONEYWELL INTL | $36,000 | – | 276 | +100.0% | 0.00% | – |
HOPE | New | HOPE BANCORP | $28,000 | – | 3,500 | +100.0% | 0.00% | – |
IDXX | New | IDEXX LABS INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
ITW | New | ILLINOIS TOOL | $16,000 | – | 113 | +100.0% | 0.00% | – |
IR | New | INGERSOLL RAND | $5,000 | – | 202 | +100.0% | 0.00% | – |
NSP | New | INSPERITY INC | $9,000 | – | 256 | +100.0% | 0.00% | – |
IDCC | New | INTERDIGITAL INC | $272,000 | – | 6,105 | +100.0% | 0.00% | – |
IPG | New | INTERPUBLIC GROUP | $32,000 | – | 2,000 | +100.0% | 0.00% | – |
RPG | New | INVESCO S&Petf | $14,000 | – | 143 | +100.0% | 0.00% | – |
PEY | New | INVESCO HIGHetf | $19,000 | – | 1,510 | +100.0% | 0.00% | – |
PGJ | New | INVESCO GOLDENetf | $10,000 | – | 270 | +100.0% | 0.00% | – |
PGF | New | INVESCO FINANCIALetf | $8,000 | – | 484 | +100.0% | 0.00% | – |
PSI | New | INVESCO DYNAMICetf | $4,000 | – | 91 | +100.0% | 0.00% | – |
PXE | New | INVESCO DYNAMICetf | $6,000 | – | 1,165 | +100.0% | 0.00% | – |
PTH | New | INVESCO DWAetf | $8,000 | – | 100 | +100.0% | 0.00% | – |
XMLV | New | INVESCO EXCHANGEetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
SPHD | New | INVESCO S&Petf | $21,000 | – | 710 | +100.0% | 0.00% | – |
PCY | New | INVESCO EMERGINGetf | $5,000 | – | 222 | +100.0% | 0.00% | – |
CQQQ | New | INVESCO CHINAetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
TAN | New | INVESCO SOLARetf | $258,000 | – | 10,227 | +100.0% | 0.00% | – |
DBA | New | INVESCO MULTI | $258,000 | – | 18,342 | +100.0% | 0.00% | – |
IRBT | New | IROBOT CORP | $3,000 | – | 75 | +100.0% | 0.00% | – |
VEGI | New | ISHARES MSCIetf | $40,000 | – | 1,838 | +100.0% | 0.00% | – |
EWZ | New | ISHARES MSCIetf | $4,000 | – | 208 | +100.0% | 0.00% | – |
EEMV | New | ISHARES EDGEetf | $44,000 | – | 957 | +100.0% | 0.00% | – |
ITOT | New | ISHARES COREetf | $460,000 | – | 8,043 | +100.0% | 0.00% | – |
DVY | New | ISHARES SELECTetf | $148,000 | – | 2,024 | +100.0% | 0.00% | – |
IVV | New | ISHARES COREetf | $7,000 | – | 27 | +100.0% | 0.00% | – |
EEM | New | ISHARES MSCIetf | $65,000 | – | 1,917 | +100.0% | 0.00% | – |
IEF | New | ISHARES 7-10YRetf | $283,000 | – | 2,334 | +100.0% | 0.00% | – |
EFA | New | ISHARES MSCIetf | $104,000 | – | 1,959 | +100.0% | 0.00% | – |
IWR | New | ISHARES RUSSELLetf | $9,000 | – | 228 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 25 | Q3 2023 | 87.5% |
NORTHROP GRUMMAN CORP | 25 | Q3 2023 | 11.2% |
AMAZON.COM INC | 25 | Q3 2023 | 3.8% |
ALPHABET INC CL C | 25 | Q3 2023 | 3.7% |
VANGUARD SPECIALIZED PORTFOL DIV APP | 25 | Q3 2023 | 2.9% |
GILEAD SCIENCES INC | 25 | Q3 2023 | 1.8% |
VANGUARD CONSUMER DISCRETIONARY ETF | 25 | Q3 2023 | 1.6% |
MICROSOFT CORP | 25 | Q3 2023 | 2.5% |
QUALCOMM INC | 25 | Q3 2023 | 1.8% |
AMGEN INC. | 25 | Q3 2023 | 1.5% |
View Westside Investment Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-15 |
13F-HR | 2023-07-14 |
13F-HR | 2023-05-17 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-25 |
13F-HR | 2022-02-15 |
View Westside Investment Management, 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.