$341 Million is the total value of Westside Investment Management, Inc.'s 1059 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $17,350,860 | +254.0% | 105,591 | -1.5% | 5.10% | -57.8% |
QQQ | Buy | INVSC QQQ TRUST SRS 1 ETFetf | $10,950,309 | +2116.7% | 34,154 | +3.2% | 3.22% | +164.4% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $10,849,409 | +107224.3% | 53,157 | +0.5% | 3.19% | +12644.0% |
VYM | Buy | VANGUARD WHITEHALL FDS INC HIGH DIVyld | $9,995,704 | +2757.8% | 94,701 | +7.7% | 2.94% | +240.9% |
IEFA | Buy | ISHARES TR CORE MSCIetf | $7,784,218 | +6007.9% | 116,563 | +0.4% | 2.29% | +628.0% |
MSFT | Sell | MICROSOFT CORP | $7,750,994 | +912.7% | 26,885 | -2.8% | 2.28% | +20.8% |
AGG | Buy | ISHARES TR CORE US AGGBDetf | $6,362,724 | +3458.9% | 63,891 | +2.5% | 1.87% | +324.5% |
MINT | Sell | PIMCO ENHANCED SHRT MATURTY ACTV ETFetf | $5,998,832 | +4540.0% | 60,441 | -0.6% | 1.76% | +453.8% |
SDY | Buy | SPDR SERIESetf | $5,770,828 | +100209.9% | 46,648 | +1.4% | 1.69% | +12000.0% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $5,553,839 | +1167.9% | 36,061 | -6.9% | 1.63% | +51.2% |
AMZN | Buy | AMAZON COM INC | $5,341,986 | +383.8% | 51,877 | +10.2% | 1.57% | -42.3% |
IUSB | Sell | ISHARES TOTAL USD BOND MARKET ETFetf | $5,264,432 | +2308.1% | 114,072 | -0.8% | 1.55% | +187.4% |
NOC | Buy | NORTHROP GRUMMAN CO | $5,187,885 | +29.1% | 11,236 | +3.6% | 1.52% | -84.6% |
GLD | Sell | SPDR GOLD SHARES ETFetf | $5,110,010 | +9022.2% | 27,890 | -0.4% | 1.50% | +987.0% |
VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $5,095,479 | +884.1% | 20,176 | +2.8% | 1.50% | +17.3% |
UBER | Buy | UBER TECHNOLOGIES INC | $5,086,906 | +691.5% | 160,800 | +1.1% | 1.49% | -5.6% |
GOOGL | Buy | ALPHABET INC CLASS A | $4,485,399 | +895.7% | 43,256 | +4.8% | 1.32% | +18.8% |
CVS | Buy | CVS HEALTH CORP | $4,306,866 | +679.0% | 57,830 | +5.3% | 1.26% | -7.1% |
XLK | Sell | TECHNOLOGY SELECT SECTORSPDR ETFetf | $4,087,402 | +710.5% | 27,067 | -0.6% | 1.20% | -3.4% |
FCAL | Buy | FRST TR CLFRNA MNCPL HGHINCM ETFetf | $3,844,864 | +1024.9% | 78,100 | +0.4% | 1.13% | +34.1% |
GOOG | Sell | ALPHABET INC CLASS C | $3,717,480 | +256.5% | 35,745 | -2.3% | 1.09% | -57.5% |
SMMU | Buy | PIMCO SHORT TERM MUNI BOND ACTV ETFetf | $3,559,270 | +1522.3% | 71,500 | +53.8% | 1.04% | +93.5% |
FB | Sell | META PLATFORMS INC CLASS A | $3,337,206 | +1305.2% | 15,746 | -3.5% | 0.98% | +67.5% |
JPST | Buy | JPMORGAN ULTRA SHORT INCOME ETFetf | $3,290,928 | +1527.4% | 65,400 | +68.8% | 0.97% | +94.0% |
FMB | Buy | FIRST TRUST MANAGED MUNICIPAL ETFetf | $3,257,339 | +2436.4% | 63,950 | +6.0% | 0.96% | +202.5% |
HROW | Sell | HARROW HEALTH | $3,186,886 | +113636.1% | 150,609 | -20.7% | 0.94% | +13271.4% |
QCOM | Sell | QUALCOMM INC | $3,156,766 | +427.8% | 24,743 | -0.1% | 0.93% | -37.1% |
ABBV | Sell | ABBVIE INC | $2,889,231 | +921.6% | 18,129 | -1.7% | 0.85% | +21.8% |
URI | Sell | UNITED RENTALS | $2,858,572 | +87640.1% | 7,223 | -21.2% | 0.84% | +10387.5% |
GILD | Sell | GILEAD SCIENCES INC | $2,767,709 | +277.5% | 33,305 | -8.6% | 0.81% | -55.0% |
PBI | Sell | PITNEY BOWES INC | $2,660,823 | +66637.5% | 684,014 | -6.6% | 0.78% | +7710.0% |
XLF | Buy | SELECT STR FINANCIAL SELECT SPDR ETFetf | $2,617,502 | +435.8% | 81,294 | +0.4% | 0.77% | -36.1% |
AMGN | Sell | AMGEN INC | $2,588,254 | +316.4% | 10,706 | -3.6% | 0.76% | -50.4% |
BCO | Sell | BRINKS COMPANY | $2,531,920 | +113033.2% | 37,903 | -9.1% | 0.74% | +12283.3% |
SHY | Buy | ISHARES 1-3YRetf | $2,429,893 | +102082.2% | 29,575 | +0.9% | 0.71% | +11783.3% |
SHM | Buy | SPDR NUVEENetf | $2,404,685 | +101235.2% | 50,571 | +0.1% | 0.71% | +11666.7% |
SHOP | Buy | SHOPIFY INC FCLASS A | $2,340,431 | +560.1% | 48,820 | +1.8% | 0.69% | -21.3% |
TPC | Sell | TUTOR PERINI CORP | $2,278,065 | +18584.9% | 369,215 | -11.3% | 0.67% | +2130.0% |
BABA | Sell | ALIBABA GROUP HLDG LTD FADR 1 ADR REPS 8 ORD SHS | $2,237,954 | +801.2% | 21,902 | -6.8% | 0.66% | +7.5% |
BX | Sell | BLACKSTONE INC | $2,209,440 | +111600.7% | 25,153 | -5.7% | 0.65% | +12880.0% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $2,158,087 | +3463.4% | 22,317 | +3.9% | 0.63% | +325.5% |
EFV | Buy | ISHARES MSCIetf | $2,097,924 | +105909.3% | 43,229 | +0.2% | 0.62% | +12220.0% |
VHT | Buy | VANGUARD HEALTH CARE ETFetf | $2,048,154 | +1071.9% | 8,589 | +5.0% | 0.60% | +39.8% |
ETON | Sell | ETON PHARMACEUTICALS INC | $1,991,617 | +66154.7% | 517,301 | -6.7% | 0.58% | +8257.1% |
MUNI | Buy | PIMCO INTERMEDIATEetf | $1,975,062 | +110734.0% | 37,793 | +8.9% | 0.58% | +14400.0% |
MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $1,960,539 | +2481.1% | 18,196 | +1.3% | 0.58% | +208.0% |
IEMG | Buy | ISHARES CORE MSCI EMERGING ETFetf | $1,947,156 | +5514.3% | 39,908 | +5.5% | 0.57% | +572.9% |
BA | Buy | BOEING COMPANY | $1,920,378 | +526.3% | 9,102 | +0.5% | 0.56% | -25.3% |
BND | Buy | VANGUARD TOTALetf | $1,882,961 | +103302.6% | 25,504 | +0.6% | 0.55% | +13725.0% |
VB | Sell | VANGUARD SMALL CAP ETFetf | $1,814,533 | +394.7% | 9,586 | -14.4% | 0.53% | -41.0% |
DTN | Sell | WISDOMTREE U Setf | $1,738,762 | +96337.2% | 18,969 | -3.5% | 0.51% | +12675.0% |
VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $1,716,139 | +1378.5% | 8,868 | +6.2% | 0.50% | +76.2% |
CMF | Buy | ISHARES CALIFORNIA MUNI BOND ETFetf | $1,665,295 | +5542.2% | 29,002 | +19.3% | 0.49% | +569.9% |
VWO | Buy | VANGUARD INTL EQUITY INDEX F FTSE EMR MKTetf | $1,636,539 | +774.5% | 40,538 | +4.8% | 0.48% | +4.3% |
PKI | Sell | PERKINELMER INC | $1,630,837 | +85105.7% | 12,238 | -10.4% | 0.48% | +9480.0% |
SPY | Buy | SPDR S&Petf | $1,626,741 | +109740.7% | 3,973 | +2.6% | 0.48% | +11850.0% |
VXUS | VANGUARD TOTALetf | $1,583,368 | +106667.9% | 28,679 | 0.0% | 0.46% | +11525.0% | |
IBB | Buy | ISHARES BIOTECHNOLOGYetf | $1,561,968 | +101194.9% | 12,093 | +2.9% | 0.46% | +11375.0% |
DIS | Buy | WALT DISNEY CO | $1,556,596 | +394.5% | 15,678 | +3.1% | 0.46% | -41.0% |
XLV | Buy | SELECT SECTOR HEALTH CARE SPDR ETFetf | $1,545,107 | +1551.6% | 11,935 | +5.9% | 0.45% | +97.4% |
TLT | Buy | ISHARES 20 PLUSetf | $1,508,344 | +114082.0% | 14,180 | +6.9% | 0.44% | +14666.7% |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FI ETFetf | $1,487,744 | +571.1% | 33,017 | +37.7% | 0.44% | -20.0% |
AVGO | Sell | BROADCOM INC | $1,455,550 | +191.7% | 2,268 | -1.3% | 0.43% | -65.2% |
FDN | Sell | FIRST TRUST INTERNET INDEX CF ETFetf | $1,448,091 | +464.9% | 10,039 | -41.6% | 0.42% | -32.6% |
Buy | COHERENT CORP | $1,440,414 | +110786.4% | 37,826 | +2.2% | 0.42% | +14000.0% | |
FDX | Sell | FEDEX CORP | $1,388,082 | +1483.6% | 6,196 | -6.0% | 0.41% | +88.9% |
ORCL | Sell | ORACLE CORP | $1,380,476 | +989.0% | 14,856 | -7.6% | 0.40% | +29.8% |
ESGN | Buy | COLUMBIA INTLetf | $1,379,156 | +108324.2% | 52,295 | +0.4% | 0.40% | +13400.0% |
SPTM | Buy | SPDR PORTFOLIOetf | $1,365,431 | +106908.7% | 27,075 | +0.3% | 0.40% | +13266.7% |
BAC | Buy | BANK OF AMERICA CORP | $1,334,464 | +175.2% | 45,901 | +5.4% | 0.39% | -67.2% |
SBUX | Sell | STARBUCKS CORP | $1,316,701 | +120.8% | 12,685 | -0.8% | 0.39% | -73.6% |
HYD | Buy | VANECK HIGHetf | $1,304,166 | +110798.5% | 25,206 | +8.3% | 0.38% | +12666.7% |
AMLP | Buy | ALPS ALERIANetf | $1,302,686 | +103452.1% | 33,704 | +1.9% | 0.38% | +12666.7% |
PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $1,242,711 | +4049.8% | 16,383 | +0.7% | 0.36% | +393.2% |
GBIL | Buy | GOLDMAN SACHSetf | $1,241,286 | +118683.3% | 12,395 | +18.2% | 0.36% | +12033.3% |
Sell | DRAFTKINGS INC NEW CLASS A | $1,228,779 | +12582.2% | 63,470 | -15.8% | 0.36% | +1404.2% | |
HPE | Sell | HEWLETT PACKARD | $1,173,456 | +90304.9% | 73,663 | -9.5% | 0.34% | +11400.0% |
CI | Sell | CIGNA GROUP | $1,171,864 | +73834.6% | 4,586 | -4.1% | 0.34% | +8500.0% |
BOND | Buy | PIMCO ACTIVE BOND ETFetf | $1,152,669 | +261.3% | 12,427 | +18.0% | 0.34% | -57.0% |
UNH | Sell | UNITEDHEALTH GROUP | $1,135,636 | +84146.0% | 2,403 | -5.5% | 0.33% | +11000.0% |
SMB | Buy | VANECK SHORTetf | $1,128,434 | +100653.0% | 66,378 | +0.0% | 0.33% | +10933.3% |
MSI | Sell | MOTOROLA SOLUTIONS | $1,107,327 | +99122.8% | 3,870 | -10.7% | 0.32% | +10733.3% |
DLX | Sell | DELUXE CORP | $1,094,880 | +82908.3% | 68,430 | -11.9% | 0.32% | +10600.0% |
Sell | FIDELITY ADVISOR INTERM MUNI INC Ibond | $1,065,410 | -7.7% | 105,590 | -9.1% | 0.31% | -89.0% | |
MDT | Sell | MEDTRONIC PLC | $1,043,307 | +95179.2% | 12,941 | -8.2% | 0.31% | +10100.0% |
ITOT | Sell | ISHARES COREetf | $1,029,257 | +106669.4% | 11,366 | -0.1% | 0.30% | +15000.0% |
CSCO | Sell | CISCO SYSTEMS INC | $983,590 | +1735.3% | 18,859 | -15.4% | 0.29% | +118.9% |
BRKB | Buy | BERKSHIRE HATHAWAY CLASS B | $970,158 | +247.0% | 3,142 | +1.9% | 0.28% | -58.6% |
CTLT | Sell | CATALENT INC | $951,684 | +130986.0% | 14,483 | -10.3% | 0.28% | +13850.0% |
CRM | Sell | SALESFORCE INC | $944,962 | +675.7% | 4,730 | -0.8% | 0.28% | -7.7% |
MU | Sell | MICRON TECHNOLOGY INC | $944,748 | +210.5% | 15,880 | -1.5% | 0.28% | -63.0% |
SNOW | Buy | SNOWFLAKE INC CLASS A | $939,630 | +254.9% | 6,090 | +6.1% | 0.28% | -57.7% |
DBA | Sell | INVESCO MULTI | $911,447 | +95140.0% | 44,612 | -6.1% | 0.27% | +13300.0% |
LLY | Sell | ELI LILLY | $905,943 | +90675.9% | 2,638 | -3.3% | 0.27% | +13200.0% |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $887,910 | +386.9% | 10,692 | -2.8% | 0.26% | -41.9% |
XLE | Buy | SECTOR ENERGYetf | $877,166 | +17015.4% | 10,589 | +1.8% | 0.26% | +1884.6% |
SUSA | Buy | ISHARES MSCIetf | $876,229 | +106757.2% | 9,983 | +0.2% | 0.26% | +12750.0% |
FVD | Buy | FIRST TRUST VALUE DIVIDEND INDEX ETFetf | $876,171 | +445.0% | 21,817 | +2.2% | 0.26% | -35.1% |
AMAT | APPLIED MATERIALS | $875,164 | +126186.3% | 7,125 | 0.0% | 0.26% | +12750.0% | |
SMH | Buy | VANECK SEMICONDUCTORetf | $862,750 | +137062.2% | 3,278 | +5.6% | 0.25% | +12550.0% |
IAU | ISHARES GOLD ETFetf | $851,288 | +10874.4% | 22,780 | 0.0% | 0.25% | +1215.8% | |
HPQ | Sell | HP INC | $837,417 | +105501.1% | 28,532 | -3.4% | 0.25% | +12200.0% |
XLP | Buy | SECTOR CONSUMERetf | $827,672 | +102081.7% | 11,078 | +1.9% | 0.24% | +12050.0% |
ADBE | Buy | ADOBE INC | $815,058 | +116170.8% | 2,115 | +1.4% | 0.24% | +11850.0% |
CHTR | Sell | CHARTER COMMUNICATIONS | $784,591 | +104932.3% | 2,194 | -0.5% | 0.23% | +11400.0% |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $757,472 | +1279.9% | 5,738 | +9.3% | 0.22% | +64.4% |
CRWD | Sell | CROWDSTRIKE HOLDINGS | $714,992 | +129427.5% | 5,209 | -0.7% | 0.21% | +20900.0% |
PG | PROCTER & GAMBLE | $705,235 | +158.1% | 4,714 | 0.0% | 0.21% | -69.2% | |
JNJ | Sell | JOHNSON & JOHNSON | $701,739 | +246.5% | 4,513 | -3.2% | 0.21% | -58.7% |
Sell | VANGUARD CA INTERM-TERM TAX-EXEMPT ADMbond | $692,010 | -22.0% | 61,077 | -23.2% | 0.20% | -90.7% | |
JPM | Buy | JPMORGAN CHASE & CO | $682,151 | +1234.9% | 5,229 | +1.9% | 0.20% | +58.7% |
NVDA | Sell | NVIDIA CORP | $655,542 | +143.5% | 2,360 | -7.3% | 0.19% | -71.0% |
IYW | ISHARES US TECHNOLOGY ETFetf | $654,925 | +590.9% | 7,056 | 0.0% | 0.19% | -17.6% | |
STE | Sell | STERIS PLC | $653,413 | +86444.8% | 3,416 | -16.5% | 0.19% | +9500.0% |
BNDX | Sell | VANGUARD TOTALetf | $650,489 | +102017.6% | 13,296 | -1.1% | 0.19% | +9450.0% |
HYG | Buy | ISHARES TR IBOXX HI YDetf | $618,426 | +441.0% | 8,225 | +95.8% | 0.18% | -35.2% |
LMT | LOCKHEED MARTIN CORP | $608,876 | +1159.8% | 1,288 | 0.0% | 0.18% | +50.4% | |
Buy | INVESCO LIMITED TERM CA MUNICIPAL Ybond | $609,500 | +1.2% | 194,728 | +0.6% | 0.18% | -87.9% | |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $582,060 | +1714.1% | 1,510 | 0.0% | 0.17% | +116.5% | |
BIIB | Sell | BIOGEN INC | $582,196 | +124.5% | 2,094 | -2.3% | 0.17% | -73.2% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $565,487 | +589.0% | 7,420 | -1.3% | 0.17% | -17.8% |
TSLA | Sell | TESLA MTRS INC | $560,715 | +2145.6% | 2,784 | -4.6% | 0.16% | +170.5% |
USMV | Buy | ISHARES MSCIetf | $560,916 | +100965.9% | 7,711 | +0.1% | 0.16% | +16400.0% |
TAXF | AMERICAN CENTURYetf | $553,850 | +102846.1% | 11,000 | 0.0% | 0.16% | +16200.0% | |
VFH | VANGUARD FINANCIALSetf | $534,328 | +94137.7% | 6,860 | 0.0% | 0.16% | +15600.0% | |
AMD | ADVANCED MICRO DEVICES I | $518,082 | +281.1% | 5,286 | 0.0% | 0.15% | -54.6% | |
C | Sell | CITIGROUP INC | $515,043 | +1742.1% | 10,984 | -4.4% | 0.15% | +118.8% |
IEF | Buy | ISHARES 7-10YRetf | $504,632 | +103520.5% | 5,091 | +0.1% | 0.15% | +14700.0% |
NKE | NIKE INC CLASS B | $486,814 | +140.8% | 3,969 | 0.0% | 0.14% | -71.3% | |
PFE | Buy | PFIZER INC | $484,180 | +154.8% | 11,560 | +0.9% | 0.14% | -69.7% |
XLU | Buy | SELECT UTILITIESetf | $484,979 | +426.9% | 7,119 | +1.8% | 0.14% | -37.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB | $481,387 | +3121.9% | 6,945 | -0.8% | 0.14% | +281.1% |
LRCX | LAM RESEARCH CORPORATION | $474,457 | +126085.4% | 895 | 0.0% | 0.14% | +13800.0% | |
WMT | Sell | WAL-MART STORES INC | $467,807 | +445.2% | 3,187 | -1.5% | 0.14% | -35.1% |
IHYF | INVESCO HIGHetf | $467,418 | +102403.9% | 21,700 | 0.0% | 0.14% | +13600.0% | |
XOM | EXXON MOBIL CORP | $461,339 | +2021.8% | 4,207 | 0.0% | 0.14% | +150.0% | |
PFF | Buy | ISHARES U Setf | $452,242 | +194.3% | 14,485 | +0.0% | 0.13% | -64.8% |
INTC | Sell | INTEL CORP | $442,378 | +842.3% | 13,579 | -18.0% | 0.13% | +12.1% |
JNK | SPDR BLOOMBERGetf | $444,285 | +103222.1% | 4,786 | 0.0% | 0.13% | +12900.0% | |
ICF | Sell | ISHARES COHENetf | $443,463 | +91904.8% | 7,984 | -9.3% | 0.13% | +12900.0% |
ROK | ROCKWELL AUTOMATION | $440,175 | +113935.0% | 1,500 | 0.0% | 0.13% | +12800.0% | |
PEP | PEPSICO INC | $432,051 | +100846.5% | 2,370 | 0.0% | 0.13% | +12600.0% | |
IFF | Sell | INTL FLAVOR & FRAGRANCE | $425,314 | +82485.2% | 4,625 | -6.0% | 0.12% | +12400.0% |
SOXX | Sell | ISHARES SEMICONDUCTORetf | $422,821 | +125739.6% | 950 | -1.7% | 0.12% | +12300.0% |
RTX | Sell | RAYTHEON TECHNOLOGIES CO | $404,548 | +214.0% | 4,131 | -4.6% | 0.12% | -62.5% |
ACES | Buy | ALPS TR CLEAN ENERGYetf | $400,265 | +431.1% | 8,645 | +3.6% | 0.12% | -36.6% |
NFLX | Buy | NETFLIX INC | $402,076 | +114.5% | 1,229 | +0.8% | 0.12% | -74.5% |
CVX | CHEVRON CORP | $402,843 | +2160.1% | 2,469 | 0.0% | 0.12% | +168.2% | |
HD | Buy | HOME DEPOT | $402,617 | +93531.9% | 1,364 | +0.1% | 0.12% | +11700.0% |
Buy | AMERICAN FUNDS TAX-EXEMPT BOND F2bond | $391,853 | +2.3% | 31,935 | +0.7% | 0.12% | -87.8% | |
ATOM | Buy | ATOMERA INC | $385,807 | +106476.5% | 60,565 | +4.0% | 0.11% | +11200.0% |
CMCSA | Sell | COMCAST CORP | $381,153 | +103756.4% | 10,054 | -4.3% | 0.11% | +11100.0% |
FDLO | FIDELITY COVINGTONetf | $380,553 | +102752.2% | 8,015 | 0.0% | 0.11% | +11100.0% | |
IDCC | Sell | INTERDIGITAL INC | $377,623 | +138732.0% | 5,180 | -6.0% | 0.11% | +11000.0% |
PLSE | Sell | PULSE BIOSCIENCES | $373,298 | +97366.8% | 111,101 | -19.8% | 0.11% | +10900.0% |
COST | Sell | COSTCO WHOLESALE CO | $373,641 | +368.9% | 751 | -23.1% | 0.11% | -43.9% |
F | Sell | FORD MTR CO DEL | $366,555 | +162.1% | 29,900 | -6.0% | 0.11% | -68.6% |
SWKS | SKYWORKS SOLUTIONS | $366,446 | +129386.2% | 3,106 | 0.0% | 0.11% | +10700.0% | |
TIP | ISHARES TR TIPS BDetf | $363,888 | +2129.7% | 3,304 | 0.0% | 0.11% | +167.5% | |
BIL | SPDR BLOOMBERGetf | $357,180 | +100514.1% | 3,890 | 0.0% | 0.10% | +10400.0% | |
Buy | TRANSAMERICA INTERMEDIATE MUNI Ibond | $358,254 | +2.6% | 33,575 | +0.6% | 0.10% | -87.8% | |
WHR | WHIRLPOOL CORP | $351,833 | +93472.6% | 2,665 | 0.0% | 0.10% | +10200.0% | |
MRK | Buy | MERCK & COMPANY | $349,027 | +5800.7% | 3,280 | +0.1% | 0.10% | +580.0% |
GDX | Buy | VANECK GOLDetf | $345,705 | +143346.1% | 10,686 | +27.0% | 0.10% | +10100.0% |
DWS GLOBAL MACRO Setf | $339,608 | +3.3% | 35,011 | 0.0% | 0.10% | -87.6% | ||
TOTL | SPDR DOUBLELINE TTL RTRNTTCL ETFetf | $332,343 | +117.3% | 8,100 | 0.0% | 0.10% | -74.0% | |
PRU | Sell | PRUDENTIAL FINL | $330,960 | +3096.1% | 4,000 | -4.8% | 0.10% | +288.0% |
PM | PHILIP MORRIS | $325,788 | +96002.7% | 3,350 | 0.0% | 0.10% | +9500.0% | |
CRSP | Sell | CRISPR THERAPEUTICS F | $322,492 | +1079.3% | 7,130 | -7.8% | 0.10% | +41.8% |
Buy | PUTNAM CA TAX EXEMPT INCOME Ybond | $311,878 | +2.5% | 42,840 | +0.8% | 0.09% | -87.7% | |
PENN | Sell | PENN ENTERTAINMENT | $310,007 | +90281.0% | 10,452 | -9.5% | 0.09% | +9000.0% |
DGRO | Sell | ISHARES COREetf | $307,975 | +98609.9% | 6,160 | -1.5% | 0.09% | +8900.0% |
US TREASU NT 1 625 10/23UST NOTE DUE 10/31/23treasury | $294,656 | +0.7% | 300,000 | 0.0% | 0.09% | -87.9% | ||
AMRN | Buy | AMARIN CORP | $295,103 | +128205.7% | 196,735 | +3.1% | 0.09% | +8600.0% |
ABT | ABBOTT LABORATORIES | $292,539 | +590.7% | 2,889 | 0.0% | 0.09% | -17.3% | |
VTEB | VANGUARD MUNICIPALetf | $284,507 | +102610.1% | 5,616 | 0.0% | 0.08% | +8300.0% | |
ENPH | ENPHASE ENERGY | $283,878 | +79417.6% | 1,350 | 0.0% | 0.08% | +8200.0% | |
RDVY | FIRST TRUSTetf | $276,892 | +102074.2% | 6,171 | 0.0% | 0.08% | +8000.0% | |
FCX | Sell | FREEPORT-MCMORAN INC | $273,194 | +40.9% | 7,012 | -6.6% | 0.08% | -83.2% |
KO | THE COCA-COLA CO | $271,472 | +258.4% | 4,376 | 0.0% | 0.08% | -57.0% | |
VUG | Sell | VANGUARD GROWTHetf | $271,095 | +1011.7% | 1,086 | -79.6% | 0.08% | +33.3% |
FIDELITY ADVISOR NEW INSIGHTS Ietf | $269,638 | +9.1% | 9,330 | 0.0% | 0.08% | -87.0% | ||
HEAR | Sell | TURTLE BEACH CORP | $270,039 | +1377.7% | 26,950 | -8.5% | 0.08% | +75.6% |
CHD | CHURCH & DWIGHT | $265,230 | +109953.9% | 3,000 | 0.0% | 0.08% | +7700.0% | |
SPLG | SPDR PORTFOLIOetf | $249,946 | +107173.0% | 5,191 | 0.0% | 0.07% | +7200.0% | |
Buy | BLACKROCK STRATEGIC INCOME OPPS INSTLbond | $248,935 | +0.7% | 26,911 | +0.3% | 0.07% | -88.0% | |
AVUV | Buy | AVANTIS US SMALL CAP VALUE ETFetf | $245,657 | +3168.5% | 3,317 | +71.7% | 0.07% | +278.9% |
RIV | RIVERNORTH OPPORTUNITIESetf | $240,832 | +92527.7% | 21,200 | 0.0% | 0.07% | +7000.0% | |
CHPT | Buy | CHARGEPOINT HOLDINGS INCCLASS A | $242,591 | +813.9% | 23,170 | +4.5% | 0.07% | +9.2% |
INMB | Buy | INMUNE BIO | $239,703 | +124745.3% | 37,105 | +22.1% | 0.07% | – |
IVV | Sell | ISHARES COREetf | $235,380 | +104980.4% | 572 | -2.1% | 0.07% | +6800.0% |
MDLZ | MONDELEZ INTERNATIONAL | $235,586 | +104604.9% | 3,379 | 0.0% | 0.07% | +6800.0% | |
TAN | Sell | INVESCO SOLARetf | $227,321 | +30008.7% | 2,928 | -71.7% | 0.07% | +3250.0% |
TGT | TARGET CORP | $224,760 | +269.5% | 1,357 | 0.0% | 0.07% | -56.0% | |
O | REALTY INCOME | $225,419 | +100086.2% | 3,560 | 0.0% | 0.07% | +6500.0% | |
Buy | AMERICAN CENTURY INTERMTRM TX-FR BD Ibond | $219,118 | +2.1% | 20,288 | +0.8% | 0.06% | -87.9% | |
VOO | Buy | VANGUARD S&Petf | $218,162 | +107369.0% | 580 | +0.2% | 0.06% | – |
MDY | SPDR S&P MIDCAP 400 ETFetf | $206,285 | +112.5% | 450 | 0.0% | 0.06% | -74.5% | |
EFA | ISHARES MSCIetf | $203,471 | +109293.0% | 2,844 | 0.0% | 0.06% | – | |
MO | ALTRIA GROUP INC | $203,348 | +638.1% | 4,550 | 0.0% | 0.06% | -11.8% | |
DE | DEERE & CO | $204,157 | +96656.9% | 494 | 0.0% | 0.06% | +5900.0% | |
STX | SEAGATE TECHNOLOGY | $204,972 | +125649.7% | 3,100 | 0.0% | 0.06% | – | |
GRMN | GARMIN LTD | $201,840 | +109595.7% | 2,000 | 0.0% | 0.06% | – | |
GNW | Sell | GENWORTH FINANCIAL | $196,784 | +92722.6% | 39,200 | -2.5% | 0.06% | +5700.0% |
DFA US CORE EQUITY 2 Ietf | $196,220 | +5.3% | 6,894 | 0.0% | 0.06% | -87.4% | ||
HEDJ | WISDOMTREE TRUSTetf | $195,496 | +117668.7% | 2,378 | 0.0% | 0.06% | – | |
NEE | NEXTERA ENERGY INC | $193,240 | +662.8% | 2,507 | 0.0% | 0.06% | -8.1% | |
LOW | Buy | LOWES COMPANIES | $193,369 | +100613.0% | 966 | +0.1% | 0.06% | – |
CFA | VICTORYSHARES USetf | $191,663 | +101848.4% | 2,788 | 0.0% | 0.06% | – | |
WDAY | WORKDAY INC CLASS A | $190,017 | +459.0% | 920 | 0.0% | 0.06% | -33.3% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NV | $188,817 | +84.8% | 3,000 | -14.3% | 0.06% | -78.2% |
FDVV | Buy | FIDELITY COVINGTONetf | $187,544 | +107068.0% | 4,925 | +4.7% | 0.06% | – |
GM | Sell | GENERAL MOTORS | $186,078 | +105626.1% | 5,073 | -3.3% | 0.06% | – |
Buy | BLACKROCK CALIFORNIA MUNI OPPS INSTLbond | $187,722 | +1.7% | 15,841 | +0.7% | 0.06% | -87.9% | |
T | Sell | AT&T INC | $184,919 | +133.1% | 9,785 | -4.1% | 0.05% | -72.3% |
UPS | UNITED PARCEL | $183,516 | +111800.0% | 946 | 0.0% | 0.05% | – | |
IMCG | Buy | ISHARES MORNINGSTARetf | $182,350 | +113160.9% | 3,168 | +5.6% | 0.05% | – |
Buy | PACIFIC FUNDS STRATEGIC INCOME I-2bond | $183,939 | +3.4% | 18,015 | +1.3% | 0.05% | -87.7% | |
VO | Buy | VANGUARD MIDetf | $179,494 | +110019.0% | 851 | +6.2% | 0.05% | – |
BMRN | Sell | BIOMARIN PHARMACEUTICAL | $176,004 | +77094.7% | 1,810 | -18.1% | 0.05% | +5100.0% |
SO | SOUTHERN COMPANY | $174,646 | +97467.6% | 2,510 | 0.0% | 0.05% | – | |
MCD | MCDONALDS CORP | $171,883 | +106659.6% | 614 | 0.0% | 0.05% | – | |
HSIC | HENRY SCHEIN | $163,080 | +102466.0% | 2,000 | 0.0% | 0.05% | – | |
CAT | CATERPILLAR INC | $162,333 | +126.2% | 709 | 0.0% | 0.05% | -72.9% | |
FXE | Sell | INVESCO CURRENCYSHARES EURO EUROetf | $163,020 | -0.2% | 1,650 | -65.3% | 0.05% | -88.1% |
DFA INVESTMENT GRADE Ibond | $160,899 | +2.0% | 16,154 | 0.0% | 0.05% | -87.9% | ||
PSX | PHILLIPS 66 | $159,268 | +3986.9% | 1,571 | 0.0% | 0.05% | +370.0% | |
ALGT | ALLEGIANT TRAVEL | $160,965 | +136311.0% | 1,750 | 0.0% | 0.05% | – | |
MPC | MARATHON PETROLEUM | $160,583 | +116264.5% | 1,191 | 0.0% | 0.05% | – | |
IGM | ISHARES EXPANDEDetf | $160,159 | +121232.6% | 472 | 0.0% | 0.05% | – | |
V | Sell | VISA INC | $156,066 | +106067.3% | 692 | -2.4% | 0.05% | – |
LAZR | LUMINAR TECHNOLOGIES INCCLASS A | $156,085 | +537.6% | 24,050 | 0.0% | 0.05% | -23.3% | |
MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFhrvst | $152,863 | +429.3% | 42,050 | +9.4% | 0.04% | -36.6% |
HARTFORD EQUITY INCOME Ietf | $153,692 | -2.0% | 7,869 | 0.0% | 0.04% | -88.3% | ||
VWOB | VANGUARD WHITEHALL FDS EMERG MKT BDetf | $150,910 | +59.6% | 2,455 | 0.0% | 0.04% | -81.1% | |
IYJ | ISHARES U Setf | $146,234 | +104352.9% | 1,460 | 0.0% | 0.04% | – | |
AWK | AMERICAN WATER | $146,490 | +96275.0% | 1,000 | 0.0% | 0.04% | – | |
JPMORGAN LARGE CAP GROWTH Ietf | $143,860 | +9.9% | 2,946 | 0.0% | 0.04% | -87.0% | ||
DSI | Buy | ISHARES MSCIetf | $144,282 | +129883.8% | 1,850 | +19.4% | 0.04% | – |
ABNB | AIRBNB INC COM | $140,098 | +444.5% | 1,220 | 0.0% | 0.04% | -34.9% | |
MSGS | MADISON SQUARE | $140,098 | +106845.0% | 719 | 0.0% | 0.04% | – | |
XLY | SPDR FUND CONSUMER DISCRE SELECT ETFetf | $134,586 | +248.7% | 900 | 0.0% | 0.04% | -57.9% | |
ETR | ENTERGY CORP | $134,783 | +96173.6% | 1,251 | 0.0% | 0.04% | – | |
Buy | FIDELITY ADVISOR INVESTMENT GR BD Ibond | $133,993 | +2.8% | 18,481 | +0.8% | 0.04% | -87.9% | |
Buy | BAIRD CORE INTERMEDIATE MUNICPL BD INSTLbond | $133,970 | +1.8% | 13,095 | +0.7% | 0.04% | -88.0% | |
T ROWE PRICE HEALTH SCIENCESetf | $128,752 | -1.4% | 1,467 | 0.0% | 0.04% | -88.2% | ||
HON | Sell | HONEYWELL INTL INC | $128,624 | +1085.3% | 673 | -2.9% | 0.04% | +40.7% |
PDI | PIMCO DYNAMICetf | $130,068 | +97695.5% | 7,218 | 0.0% | 0.04% | – | |
PANW | PALO ALTO NETWORKS | $124,638 | +498.5% | 624 | 0.0% | 0.04% | -27.5% | |
NVO | Sell | NOVO NORDISK | $123,970 | +104959.3% | 779 | -11.4% | 0.04% | – |
LEN | LENNAR CORP | $121,146 | +116386.5% | 1,152 | 0.0% | 0.04% | – | |
AEP | AMERICAN ELECTRIC | $121,654 | +96450.8% | 1,337 | 0.0% | 0.04% | – | |
VAW | Sell | VANGUARD MATERIALSetf | $118,006 | +83592.2% | 663 | -20.4% | 0.04% | – |
TOUCHSTONE MID CAP Aetf | $118,819 | +6.1% | 2,761 | 0.0% | 0.04% | -87.3% | ||
EBAY | Buy | EBAY INC | $118,036 | +107205.5% | 2,660 | +0.0% | 0.04% | – |
FLOT | ISHARES FLOATINGetf | $118,567 | +100380.5% | 2,353 | 0.0% | 0.04% | – | |
DFA US LARGE COMPANY Ietf | $115,472 | +7.5% | 4,124 | 0.0% | 0.03% | -87.2% | ||
SCHWAB S&P 500 INDEXetf | $114,753 | +7.9% | 1,816 | 0.0% | 0.03% | -87.0% | ||
DASH | DOORDASH INC CLASS A | $111,230 | +83.9% | 1,750 | 0.0% | 0.03% | -77.9% | |
Sell | GENERAL ELECTRIC | $112,310 | +105852.8% | 1,174 | -7.7% | 0.03% | – | |
DD | DUPONT DE | $111,028 | +104643.4% | 1,547 | 0.0% | 0.03% | – | |
AXP | AMERICAN EXPRESS CO | $107,430 | +81.6% | 693 | 0.0% | 0.03% | -78.1% | |
VTV | VANGUARD VALUE ETFetf | $110,487 | +1453.7% | 800 | 0.0% | 0.03% | +77.8% | |
ITM | Buy | VANECK INTERMEDIATEetf | $109,205 | +321091.2% | 2,350 | +213.3% | 0.03% | – |
EOG | Buy | EOG RESOURCES INC | $105,574 | +324.1% | 921 | +316.7% | 0.03% | -49.2% |
OGE | Sell | OGE ENERGY CORP | $103,942 | +70131.1% | 2,760 | -26.6% | 0.03% | – |
DWS ESG CORE EQUITY Setf | $102,351 | +8.9% | 5,845 | 0.0% | 0.03% | -87.0% | ||
HE | HAWAIIAN ELEC INDS INC | $102,336 | +92094.6% | 2,665 | 0.0% | 0.03% | – | |
MGA | MAGNA INTERNATIONAL | $101,462 | +95618.9% | 1,894 | 0.0% | 0.03% | – | |
PLD | PROLOGIS INC | $101,687 | +111644.0% | 815 | 0.0% | 0.03% | – | |
IJH | Sell | ISHARES COREetf | $102,609 | +89125.2% | 410 | -13.7% | 0.03% | – |
KARS | Buy | KRANESHARES ELECTRICetf | $100,477 | +133869.3% | 3,275 | +22.4% | 0.03% | – |
EW | EDWARDS LIFESCIENCES | $99,276 | +111446.1% | 1,200 | 0.0% | 0.03% | – | |
FIRST EAGLE GLOBAL Ietf | $99,378 | +5.6% | 1,608 | 0.0% | 0.03% | -87.5% | ||
ITW | ILLINOIS TOOL | $98,841 | +110957.3% | 406 | 0.0% | 0.03% | – | |
IBM | INTL BUSINESS | $99,685 | +135.5% | 738 | 0.0% | 0.03% | -72.1% | |
COP | CONOCOPHILLIPS | $99,210 | +83976.3% | 1,000 | 0.0% | 0.03% | – | |
DFA US LARGE CAP VALUE Ietf | $94,063 | +0.3% | 2,268 | 0.0% | 0.03% | -87.9% | ||
IWB | ISHARES RUSSELLetf | $96,849 | +107510.0% | 430 | 0.0% | 0.03% | – | |
RY | ROYAL BANK | $95,580 | +101580.9% | 1,000 | 0.0% | 0.03% | – | |
UPST | Buy | UPSTART HOLDINGS | $93,200 | +350.9% | 5,865 | +17.7% | 0.03% | -47.1% |
SPSB | SPDR PORTFOLIOetf | $87,409 | +101538.4% | 2,950 | 0.0% | 0.03% | – | |
SPDW | SPDR PORTFOLIOetf | $89,711 | +109303.7% | 2,793 | 0.0% | 0.03% | – | |
IYY | ISHARES U Setf | $88,562 | +107902.4% | 885 | 0.0% | 0.03% | – | |
VZ | Sell | VERIZON COMMUNICATIONS | $90,226 | +94874.7% | 2,320 | -4.1% | 0.03% | – |
BKR | BAKER HUGHES | $86,580 | +98286.4% | 3,000 | 0.0% | 0.02% | – | |
ARKK | Sell | ARK INNOVATIONetf | $84,812 | +15.2% | 2,610 | -77.7% | 0.02% | -86.2% |
DOUBLELINE TOTAL RETURN BOND Ibond | $85,325 | +1.7% | 9,512 | 0.0% | 0.02% | -87.9% | ||
FMHI | FIRST TRUSTetf | $84,402 | +101589.2% | 1,800 | 0.0% | 0.02% | – | |
WELL | WELLTOWER INC REITreit | $86,028 | +28.5% | 1,200 | 0.0% | 0.02% | -84.8% | |
GLW | CORNING INC | $80,730 | +110489.0% | 2,288 | 0.0% | 0.02% | – | |
MFS MASSACHUSETTS INV GR STK Aetf | $81,697 | +7.6% | 2,294 | 0.0% | 0.02% | -87.2% | ||
ALB | Buy | ALBEMARLE CORP | $81,785 | +281.1% | 370 | +146.7% | 0.02% | -54.7% |
GS | GOLDMAN SACHS | $81,778 | +96109.4% | 250 | 0.0% | 0.02% | – | |
SEDG | SOLAREDGE TECHNOLOGIES | $82,067 | +107882.9% | 270 | 0.0% | 0.02% | – | |
PHO | Buy | INVESCO WATERetf | $80,591 | +104563.6% | 1,510 | +0.1% | 0.02% | – |
LUV | Buy | SOUTHWEST AIRLINES | $81,416 | +211.9% | 2,502 | +63.9% | 0.02% | -62.5% |
VEGI | ISHARES MSCIetf | $77,325 | +99034.6% | 1,838 | 0.0% | 0.02% | – | |
SIG | SIGNET JEWELERS | $79,180 | +494.9% | 1,018 | 0.0% | 0.02% | -30.3% | |
MOO | VANECK AGRIBUSINESSetf | $78,978 | +101153.8% | 909 | 0.0% | 0.02% | – | |
DOW | Sell | DOW INC | $79,160 | +102705.2% | 1,444 | -6.7% | 0.02% | – |
XLI | Buy | SELECT SECTOR INDUSTRIALSPDR ETFetf | $78,212 | +196.0% | 773 | +9.2% | 0.02% | -64.6% |
NOW | SERVICE NOW INC | $79,002 | +20.5% | 170 | 0.0% | 0.02% | -85.7% | |
VCSH | VANGUARD SHORTetf | $76,230 | +101540.0% | 1,000 | 0.0% | 0.02% | – | |
BACPRB | BANK AMERICA COR 6 PFDPFD SER GG | $73,830 | +1.9% | 3,000 | 0.0% | 0.02% | -87.6% | |
SPYV | SPDR PORTFOLIOetf | $76,351 | +105943.1% | 1,875 | 0.0% | 0.02% | – | |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B | $76,301 | +1006.3% | 3,420 | -24.3% | 0.02% | +29.4% |
EVRG | EVERGY INC | $71,755 | +98194.5% | 1,174 | 0.0% | 0.02% | – | |
MCK | MCKESSON CORP | $73,117 | +94.7% | 200 | 0.0% | 0.02% | -77.2% | |
GD | GENERAL DYNAMICS | $72,800 | +92051.9% | 319 | 0.0% | 0.02% | – | |
STIP | ISHARES 0-5etf | $73,133 | +102904.2% | 737 | 0.0% | 0.02% | – | |
ACN | ACCENTURE PLC | $70,024 | +107629.2% | 245 | 0.0% | 0.02% | – | |
RSP | Buy | INVESCO S&Petf | $72,310 | +131372.7% | 500 | +27.6% | 0.02% | – |
SPAB | SPDR PORTFOLIOetf | $70,484 | +103552.9% | 2,733 | 0.0% | 0.02% | – | |
SQ | Sell | BLOCK INC | $67,416 | +108635.5% | 982 | -2.0% | 0.02% | – |
WFCPRQ | WELLS FARGO & 5 85 PFDPFD SER Q | $69,780 | -0.1% | 3,000 | 0.0% | 0.02% | -88.4% | |
HCA | HCA HEALTHCARE | $66,447 | +110645.0% | 252 | 0.0% | 0.02% | – | |
TDOC | Buy | TELADOC INC | $67,653 | +86.7% | 2,712 | +52.2% | 0.02% | -77.5% |
IWM | ISHARES RUSSELLetf | $66,900 | +102823.1% | 375 | 0.0% | 0.02% | – | |
BP | BP PLC | $68,712 | +108966.7% | 1,811 | 0.0% | 0.02% | – | |
AMERICAN CENTURY INTERMTRM TX-FR BD INVbond | $64,766 | +1.3% | 5,996 | 0.0% | 0.02% | -87.9% | ||
NEP | NEXTERA ENERGY | $63,788 | +87280.8% | 1,050 | 0.0% | 0.02% | – | |
GSBD | GOLDMAN SACHSetf | $64,155 | +100142.2% | 4,700 | 0.0% | 0.02% | – | |
DUK | DUKE ENERGY | $64,731 | +93713.0% | 671 | 0.0% | 0.02% | – | |
REX | Sell | REX AMERICAN | $64,328 | +74700.0% | 2,250 | -16.7% | 0.02% | – |
TXN | Sell | TEXAS INSTRUMENTS | $59,895 | +58620.6% | 322 | -48.2% | 0.02% | – |
IWD | ISHARES RUSSELLetf | $60,904 | +101406.7% | 400 | 0.0% | 0.02% | – | |
HBAN | HUNTINGTON BANCSHARES | $59,954 | +79838.7% | 5,353 | 0.0% | 0.02% | – | |
IYH | Buy | ISHARES U Setf | $60,805 | +106575.4% | 222 | +9.9% | 0.02% | – |
VLO | Buy | VALERO ENERGY | $59,866 | +112854.7% | 428 | +0.7% | 0.02% | – |
COIN | Sell | COINBASE GLOBAL INC COM | $61,267 | +284.1% | 1,121 | -0.9% | 0.02% | -53.8% |
MFS MID CAP VALUE Aetf | $62,400 | +0.9% | 2,277 | 0.0% | 0.02% | -88.2% | ||
TTWO | TAKE TWO INTERACTV | $60,127 | +191.1% | 504 | 0.0% | 0.02% | -64.7% | |
Buy | AMERICAN FUNDS INVMT CO OF AMER Aload equity fund | $61,797 | +6.6% | 1,413 | +0.4% | 0.02% | -87.4% | |
NEUBERGER BERMAN REAL ESTATE Ietf | $62,900 | +1.5% | 4,968 | 0.0% | 0.02% | -88.2% | ||
BDX | BECTON DICKINSON&CO | $58,914 | +472.1% | 238 | 0.0% | 0.02% | -32.0% | |
EXR | EXTRA SPACE | $56,211 | +112322.0% | 345 | 0.0% | 0.02% | – | |
SYK | STRYKER CORP | $57,951 | +118167.3% | 203 | 0.0% | 0.02% | – | |
DFA US SMALL CAP VALUE Ietf | $58,398 | -0.1% | 1,493 | 0.0% | 0.02% | -88.2% | ||
EEM | ISHARES MSCIetf | $56,888 | +105248.1% | 1,441 | 0.0% | 0.02% | – | |
TEVA | TEVA PHARMACEUTICAL INDS LTD | $58,875 | +29.1% | 6,500 | 0.0% | 0.02% | -84.8% | |
TTE | TOTALENERGIES SE FADR 1 ADR REPS 1 ORD SHS | $59,050 | +92.0% | 1,000 | 0.0% | 0.02% | -77.6% | |
IWN | Buy | ISHARES RUSSELLetf | $56,863 | +177596.9% | 415 | +76.6% | 0.02% | – |
TRV | TRAVELERS COS | $57,252 | +92241.9% | 334 | 0.0% | 0.02% | – | |
UNP | UNION PACIFIC CORP | $58,366 | +97176.7% | 290 | 0.0% | 0.02% | – | |
UL | UNILEVER PLC | $58,317 | +104037.5% | 1,123 | 0.0% | 0.02% | – | |
WBA | Buy | WALGREENS BOOTS | $56,020 | +96486.2% | 1,620 | +3.2% | 0.02% | – |
JPMORGAN CORE BOND Ibond | $53,813 | +2.2% | 5,189 | 0.0% | 0.02% | -87.7% | ||
PLUG | PLUG POWER | $53,150 | +94810.7% | 4,535 | 0.0% | 0.02% | – | |
BLK | BLACKROCK INC | $54,868 | +207.5% | 82 | 0.0% | 0.02% | -63.6% | |
TLRY | TILRAY BRANDS INC | $49,462 | +889.8% | 19,550 | 0.0% | 0.02% | +25.0% | |
EA | Sell | ELECTRONIC ARTS | $51,192 | +73031.4% | 425 | -26.1% | 0.02% | – |
OKE | ONEOK INC | $50,832 | +97653.8% | 800 | 0.0% | 0.02% | – | |
LORD ABBETT INTERMEDIATE TAX FREE Fbond | $50,936 | +1.7% | 5,013 | 0.0% | 0.02% | -87.8% | ||
VEU | VANGUARD FTSEetf | $49,674 | +107887.0% | 929 | 0.0% | 0.02% | – | |
JETS | ETF SERetf | $52,630 | +109545.8% | 2,825 | 0.0% | 0.02% | – | |
DFA INTERNATIONAL CORE EQUITY Ietf | $50,342 | +6.9% | 3,471 | 0.0% | 0.02% | -87.1% | ||
ARKW | Sell | ARK NEXTetf | $51,519 | +122564.3% | 961 | -13.3% | 0.02% | – |
MTUM | Buy | ISHARES MSCIetf | $48,108 | +109236.4% | 346 | +13.1% | 0.01% | – |
AMERICAN FUNDS NEW WORLD F1etf | $48,149 | +6.6% | 684 | 0.0% | 0.01% | -87.4% | ||
RMD | RESMED INC | $48,132 | +106860.0% | 219 | 0.0% | 0.01% | – | |
SPLK | SPLUNK INC | $47,940 | +111388.4% | 500 | 0.0% | 0.01% | – | |
EFAV | ISHARES MSCIetf | $47,694 | +108295.5% | 705 | 0.0% | 0.01% | – | |
HSRT | HARTFORD SHORTetf | $45,810 | +101700.0% | 1,200 | 0.0% | 0.01% | – | |
ADI | ANALOG DEVICES | $43,783 | +121519.4% | 222 | 0.0% | 0.01% | – | |
DFA EMERGING MARKETS CORE EQUITY Ietf | $43,865 | +5.0% | 2,065 | 0.0% | 0.01% | -87.4% | ||
HACK | Sell | ETF MANAGERS TR PRIME CYBRscrty | $44,050 | -0.0% | 1,000 | -17.0% | 0.01% | -88.0% |
HIG | HARTFORD FINANCIAL | $44,392 | +92383.3% | 637 | 0.0% | 0.01% | – | |
SE | SEA LTD FUNADR 1 ADR REPS 1 ORD SHSadr | $43,275 | +63.4% | 500 | 0.0% | 0.01% | -80.0% | |
FTSD | FRANKLIN LIBERTYetf | $45,190 | +102604.5% | 500 | 0.0% | 0.01% | – | |
MSGE | MADISON SQUARE | $45,602 | +134023.5% | 772 | 0.0% | 0.01% | – | |
CRBN | ISHARES MSCIetf | $44,382 | +108148.8% | 300 | 0.0% | 0.01% | – | |
KLAC | KLA CORP | $45,106 | +107295.2% | 113 | 0.0% | 0.01% | – | |
WM | WASTE MANAGEMENT | $43,677 | +106429.3% | 267 | 0.0% | 0.01% | – | |
USO | UNITED STATESetf | $43,984 | +95517.4% | 662 | 0.0% | 0.01% | – | |
PPA | New | INVESCO AEROSPACEetf | $40,275 | – | 500 | +100.0% | 0.01% | – |
HTAB | HARTFORD SCHRODERSetf | $39,221 | +103113.2% | 2,000 | 0.0% | 0.01% | – | |
MUST | COLUMBIA MULTIetf | $41,240 | +103000.0% | 2,000 | 0.0% | 0.01% | – | |
FLGV | FRANKLIN USetf | $42,460 | +103461.0% | 2,000 | 0.0% | 0.01% | – | |
SMG | Sell | SCOTTS MIRACLE-GRO | $42,484 | +63309.0% | 609 | -56.0% | 0.01% | – |
REGN | Sell | REGENERON PHARMACEUTICAL | $41,084 | +56961.1% | 50 | -50.0% | 0.01% | – |
IDRV | ISHARES SELFetf | $42,196 | +113943.2% | 1,100 | 0.0% | 0.01% | – | |
FISV | FISERV INC | $39,674 | +113254.3% | 351 | 0.0% | 0.01% | – | |
MDU | MDU RESOURCES GROUP | $40,172 | +102905.1% | 1,318 | 0.0% | 0.01% | – | |
CHK | CHESAPEAKE ENERGY | $39,541 | +80595.9% | 520 | 0.0% | 0.01% | – | |
HDV | ISHARES COREetf | $40,664 | +99080.5% | 400 | 0.0% | 0.01% | – | |
LIT | GLOBAL Xetf | $40,037 | +111113.9% | 630 | 0.0% | 0.01% | – | |
AZN | ASTRAZENECA PLC | $41,438 | +103495.0% | 597 | 0.0% | 0.01% | – | |
ZBH | ZIMMER BIOMET | $38,114 | +102910.8% | 295 | 0.0% | 0.01% | – | |
JPMORGAN EQUITY PREMIUM INCOME Ietf | $38,330 | -0.7% | 2,837 | 0.0% | 0.01% | -88.4% | ||
CME | CME GROUP | $37,538 | +117206.2% | 196 | 0.0% | 0.01% | – | |
ADP | AUTOMATIC DATA | $36,735 | +94092.3% | 165 | 0.0% | 0.01% | – | |
SFM | SPROUTS FARMERS | $37,657 | +110655.9% | 1,075 | 0.0% | 0.01% | – | |
COF | CAPITAL ONE | $38,464 | +103856.8% | 400 | 0.0% | 0.01% | – | |
IDU | ISHARES U Setf | $38,507 | +98635.9% | 460 | 0.0% | 0.01% | – | |
TFC | TRUIST FINANCIAL | $36,487 | +79219.6% | 1,070 | 0.0% | 0.01% | – | |
PNQI | INVESCO NASDAQetf | $36,631 | +126213.8% | 260 | 0.0% | 0.01% | – | |
SPMD | SPDR PORTFOLIOetf | $36,338 | +103722.9% | 827 | 0.0% | 0.01% | – | |
ICLN | ISHARES GLOBALetf | $38,571 | +101402.6% | 1,950 | 0.0% | 0.01% | – | |
BYND | Buy | BEYOND MEAT INC | $34,500 | +80.8% | 2,500 | +19.0% | 0.01% | -78.7% |
ATO | ATMOS ENERGY CORP | $33,708 | +102045.5% | 300 | 0.0% | 0.01% | – | |
ATLC | ATLANTICUS HOLDINGS | $33,913 | +105878.1% | 1,250 | 0.0% | 0.01% | – | |
IYF | Buy | ISHARES U Setf | $33,159 | +94640.0% | 466 | +0.2% | 0.01% | – |
SVAL | Buy | ISHARES USetf | $34,593 | +111490.3% | 1,300 | +15.6% | 0.01% | – |
DFA LARGE CAP INTERNATIONAL Ietf | $34,111 | +7.4% | 1,368 | 0.0% | 0.01% | -87.2% | ||
MNST | Buy | MONSTER BEVERAGE | $34,458 | +107581.2% | 638 | +100.0% | 0.01% | – |
JEPI | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $32,760 | +0.2% | 600 | 0.0% | 0.01% | -87.5% | |
PPG | PPG INDUSTRIES | $34,196 | +106762.5% | 256 | 0.0% | 0.01% | – | |
XEL | XCEL ENERGY | $33,180 | +97488.2% | 492 | 0.0% | 0.01% | – | |
SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27muni | $33,754 | +0.4% | 30,000 | 0.0% | 0.01% | -88.0% | ||
QUAL | ISHARES MSCIetf | $34,242 | +110358.1% | 276 | 0.0% | 0.01% | – | |
SLY | SPDR SERIESetf | $34,789 | +102220.6% | 414 | 0.0% | 0.01% | – | |
ARES | ARES MANAGEMENT | $35,462 | +122182.8% | 425 | 0.0% | 0.01% | – | |
DVY | ISHARES SELECTetf | $35,154 | +97550.0% | 300 | 0.0% | 0.01% | – | |
NULV | NUVEEN ESGetf | $34,070 | +100105.9% | 1,000 | 0.0% | 0.01% | – | |
HOPE | HOPE BANCORP | $34,370 | +78013.6% | 3,500 | 0.0% | 0.01% | – | |
FXH | FIRST TRUSTetf | $34,194 | +100470.6% | 318 | 0.0% | 0.01% | – | |
CHRW | C H ROBINSON | $29,910 | +110677.8% | 301 | 0.0% | 0.01% | – | |
AMP | AMERIPRISE FINANCIAL | $31,263 | +100748.4% | 102 | 0.0% | 0.01% | – | |
AZO | AUTOZONE INC | $29,497 | +1.1% | 12 | 0.0% | 0.01% | -87.5% | |
BST | BLACKROCK SCIENCEetf | $32,340 | +115400.0% | 1,000 | 0.0% | 0.01% | – | |
BWA | BORG WARNER | $31,431 | +125624.0% | 640 | 0.0% | 0.01% | – | |
CMI | CUMMINS INC | $31,054 | +100074.2% | 130 | 0.0% | 0.01% | – | |
ETHO | Buy | ETF MANAGERSetf | $31,304 | +130333.3% | 600 | +20.0% | 0.01% | – |
FXL | FIRST TRUSTetf | $31,558 | +116781.5% | 300 | 0.0% | 0.01% | – | |
New | GE HEALTHCARE | $32,073 | – | 391 | +100.0% | 0.01% | – | |
GIS | GENERAL MILLS INC | $30,424 | +264.7% | 356 | 0.0% | 0.01% | -57.1% | |
HA | Buy | HAWAIIAN HOLDINGS | $30,686 | +117923.1% | 3,350 | +31.4% | 0.01% | – |
NSP | INSPERITY INC | $31,117 | +107200.0% | 256 | 0.0% | 0.01% | – | |
PEY | INVESCO HIGHetf | $30,080 | +96932.3% | 1,510 | 0.0% | 0.01% | – | |
IVW | ISHARES S&Petf | $30,667 | +109425.0% | 480 | 0.0% | 0.01% | – | |
KHC | KRAFT HEINZ | $30,124 | +97074.2% | 779 | 0.0% | 0.01% | – | |
LITE | LUMENTUM HOLDINGS | $30,354 | +104569.0% | 562 | 0.0% | 0.01% | – | |
NUE | NUCOR CORP | $30,894 | +118723.1% | 200 | 0.0% | 0.01% | – | |
NULG | NUVEEN ESGetf | $32,051 | +114367.9% | 575 | 0.0% | 0.01% | – | |
PNC | Sell | PNC FINANCIAL | $31,521 | +68423.9% | 248 | -16.5% | 0.01% | – |
SAGE | SAGE THERAPEUTICS | $29,372 | +112869.2% | 700 | 0.0% | 0.01% | – | |
SNY | SANOFI | $31,292 | +115796.3% | 575 | 0.0% | 0.01% | – | |
TFFP | Sell | TFF PHARMACEUTICALS | $30,651 | +57732.1% | 44,725 | -11.8% | 0.01% | – |
VT | VANGUARD TOTALetf | $32,232 | +107340.0% | 350 | 0.0% | 0.01% | – | |
ETN | EATON CORP | $29,985 | +110955.6% | 175 | 0.0% | 0.01% | – | |
ENB | ENBRIDGE INC | $27,391 | +97725.0% | 718 | 0.0% | 0.01% | – | |
QCLN | FIRST TRUSTetf | $28,727 | +114808.0% | 550 | 0.0% | 0.01% | – | |
TDF | TEMPLETON DRAGON FD INCetf | $28,066 | +103848.1% | 2,650 | 0.0% | 0.01% | – | |
TSCO | Buy | TRACTOR SUPPLY | $25,676 | +106883.3% | 109 | +0.9% | 0.01% | – |
DXCM | DEXCOM INC | $27,882 | +103166.7% | 240 | 0.0% | 0.01% | – | |
DAL | DELTA AIRLINES | $27,936 | +107346.2% | 800 | 0.0% | 0.01% | – | |
BANF | BANCFIRST CORP | $26,758 | +95464.3% | 322 | 0.0% | 0.01% | – | |
FBHS | FORTUNE BRANDS | $28,296 | +104700.0% | 481 | 0.0% | 0.01% | – | |
GOLD | BARRICK GOLD | $27,112 | +108348.0% | 1,460 | 0.0% | 0.01% | – | |
PBF | PBF ENERGY | $26,016 | +108300.0% | 600 | 0.0% | 0.01% | – | |
DFA US SMALL CAP Ietf | $27,645 | +3.2% | 694 | 0.0% | 0.01% | -87.9% | ||
CTVA | CORTEVA INC | $27,501 | +105673.1% | 456 | 0.0% | 0.01% | – | |
ONEQ | FIDELITY NASDAQetf | $28,770 | +119775.0% | 600 | 0.0% | 0.01% | – | |
OXY | OCCIDENTAL PETROLEUM | $26,845 | +99325.9% | 430 | 0.0% | 0.01% | – | |
SCHZ | SCHWAB AGGREGATEetf | $26,176 | +104604.0% | 558 | 0.0% | 0.01% | – | |
AA | ALCOA CORP | $27,783 | +95703.4% | 652 | 0.0% | 0.01% | – | |
BSX | Sell | BOSTON SCIENTIFIC | $28,767 | +102639.3% | 575 | -8.0% | 0.01% | – |
FXR | FIRST TRUSTetf | $28,275 | +108650.0% | 509 | 0.0% | 0.01% | – | |
XLB | SPDR FUND MATERIALS SELECT SECTR ETFetf | $28,231 | +142.2% | 350 | 0.0% | 0.01% | -72.4% | |
ARTNA | ARTESIAN RESOURCE | $27,680 | +95348.3% | 500 | 0.0% | 0.01% | – | |
FPEI | FIRST TRUSTetf | $25,125 | +96534.6% | 1,500 | 0.0% | 0.01% | – | |
SPHD | INVESCO S&Petf | $23,638 | +98391.7% | 560 | 0.0% | 0.01% | – | |
PAYX | PAYCHEX INC | $24,866 | +99364.0% | 217 | 0.0% | 0.01% | – | |
ASTE | Buy | ASTEC INDUSTRIES | $22,854 | +103781.8% | 554 | +0.4% | 0.01% | – |
TSM | Sell | TAIWAN SEMICONDUCTR FADR 1 ADR REPS 5 ORD SHS | $24,930 | +68.3% | 268 | -16.0% | 0.01% | -80.6% |
TJX | TJX COS | $23,508 | +102108.7% | 300 | 0.0% | 0.01% | – | |
SRE | Sell | SEMPRA | $22,674 | +75480.0% | 150 | -25.0% | 0.01% | – |
SLB | SCHLUMBERGER LTD | $24,207 | +93003.8% | 493 | 0.0% | 0.01% | – | |
XOP | SPDR SERIESetf | $25,518 | +94411.1% | 200 | 0.0% | 0.01% | – | |
WES | WESTERN MIDSTREAMmlp | $23,733 | +98787.5% | 900 | 0.0% | 0.01% | – | |
FL | Sell | FOOT LOCKER | $24,807 | +10108.6% | 625 | -90.3% | 0.01% | +600.0% |
New | US TREASURY BILL23U S T BILL DUE 11/30/23treasury | $24,240 | – | 25,000 | +100.0% | 0.01% | – | |
DBLV | ADVISORSHARES INSIDERetf | $23,978 | +108890.9% | 267 | 0.0% | 0.01% | – | |
Buy | NUSCALE POWER | $24,498 | +244880.0% | 2,695 | +157.9% | 0.01% | – | |
SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $24,790 | +344.3% | 6,346 | +31.0% | 0.01% | -50.0% |
CDC | VICTORYSHARES U Setf | $24,187 | +100679.2% | 399 | 0.0% | 0.01% | – | |
CSQ | CALAMOS STRATEGICetf | $24,556 | +106665.2% | 1,754 | 0.0% | 0.01% | – | |
AFRM | AFFIRM HOLDINGS | $21,875 | +2836.2% | 1,941 | 0.0% | 0.01% | +200.0% | |
KBH | KB HOME | $20,090 | +133833.3% | 500 | 0.0% | 0.01% | – | |
IYM | ISHARES U Setf | $21,205 | +111505.3% | 160 | 0.0% | 0.01% | – | |
Z | ZILLOW GROUP | $21,790 | +145166.7% | 490 | 0.0% | 0.01% | – | |
FXZ | FIRST TRUSTetf | $19,138 | +112476.5% | 293 | 0.0% | 0.01% | – | |
IJK | ISHARES S&Petf | $20,595 | +108294.7% | 288 | 0.0% | 0.01% | – | |
WOLFSPEED INC | $19,485 | -3.4% | 300 | 0.0% | 0.01% | -88.0% | ||
IGSB | ISHARES 1-5 YEARetf | $20,216 | +106300.0% | 400 | 0.0% | 0.01% | – | |
EPD | ENTERPRISE PRODS PART LPmlp | $20,720 | +6.9% | 800 | 0.0% | 0.01% | -87.5% | |
KMB | KIMBERLY CLARK | $19,726 | +103721.1% | 146 | 0.0% | 0.01% | – | |
MCHI | ISHARES MSCIetf | $19,207 | +106605.6% | 385 | 0.0% | 0.01% | – | |
VBK | VANGUARD SMALLetf | $21,425 | +112663.2% | 99 | 0.0% | 0.01% | – | |
PLTR | PALANTIR TECHNOLOGIES INCLASS A | $21,005 | +56.1% | 2,750 | 0.0% | 0.01% | -81.8% | |
CP | CANADIAN PACIFIC | $21,260 | +106200.0% | 276 | 0.0% | 0.01% | – | |
CHWY | CHEWY INC | $20,560 | +102700.0% | 550 | 0.0% | 0.01% | – | |
LVS | Sell | LAS VEGAS SANDS | $21,831 | +83865.4% | 380 | -30.9% | 0.01% | – |
XLC | COMMUNICAT SVS SLCT SEC SPDR ETFetf | $20,637 | +19.3% | 356 | 0.0% | 0.01% | -86.0% | |
EVBG | EVERBRIDGE INC | $20,802 | +122264.7% | 600 | 0.0% | 0.01% | – | |
CTSH | COGNIZANT TECH | $19,741 | +109572.2% | 324 | 0.0% | 0.01% | – | |
VV | VANGUARD LARGEetf | $15,879 | +113321.4% | 85 | 0.0% | 0.01% | – | |
SYY | Sell | SYSCO CORP | $18,491 | +38422.9% | 239 | -62.6% | 0.01% | – |
IDV | ISHARES INTLetf | $16,440 | +102650.0% | 598 | 0.0% | 0.01% | – | |
CC | CHEMOURS COMPANY | $17,964 | +99700.0% | 600 | 0.0% | 0.01% | – | |
AMH | Buy | AMERICAN HOMES | $16,493 | +109853.3% | 524 | +0.8% | 0.01% | – |
SPLV | INVESCO EXCHANGEetf | $17,410 | +102311.8% | 279 | 0.0% | 0.01% | – | |
RF | REGIONS FINANCIAL | $18,560 | +88281.0% | 1,000 | 0.0% | 0.01% | – | |
SPGI | S&P GLOBAL | $17,583 | +103329.4% | 51 | 0.0% | 0.01% | – | |
SHAK | SHAKE SHACK | $16,647 | +138625.0% | 300 | 0.0% | 0.01% | – | |
IWR | ISHARES RUSSELLetf | $15,942 | +106180.0% | 228 | 0.0% | 0.01% | – | |
FDL | FIRST TRUSTetf | $17,750 | +98511.1% | 500 | 0.0% | 0.01% | – | |
BOH | BANK HAWAII | $16,239 | +67562.5% | 311 | 0.0% | 0.01% | – | |
IHI | ISHARES U Setf | $17,813 | +104682.4% | 330 | 0.0% | 0.01% | – | |
CARR | CARRIER GLOBAL | $16,138 | +115171.4% | 352 | 0.0% | 0.01% | – | |
SPYX | Buy | SPDR S&Petf | $17,950 | +112087.5% | 540 | +200.0% | 0.01% | – |
SLF | SUN LIFE | $16,579 | +103518.8% | 355 | 0.0% | 0.01% | – | |
ACWI | ISHARES MSCIetf | $18,688 | +109829.4% | 205 | 0.0% | 0.01% | – | |
USB | U S BANCORP DE | $17,159 | +85695.0% | 476 | 0.0% | 0.01% | – | |
JCI | JOHNSON CONTROLS | $18,066 | +94984.2% | 300 | 0.0% | 0.01% | – | |
ULTA | ULTA BEAUTY | $18,007 | +119946.7% | 33 | 0.0% | 0.01% | – | |
ARKQ | ARK AUTONOMOUSetf | $15,490 | +128983.3% | 308 | 0.0% | 0.01% | – | |
TMO | Sell | THERMO FISHER | $12,104 | +54918.2% | 21 | -48.8% | 0.00% | – |
AFIB | ACUTUS MEDICAL | $12,818 | +67363.2% | 17,000 | 0.0% | 0.00% | – | |
TMUS | T-MOBILE US | $14,339 | +110200.0% | 99 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INCORPOR | $13,414 | +688.1% | 1,850 | 0.0% | 0.00% | 0.0% | |
ECL | ECOLAB INC | $13,242 | +120281.8% | 80 | 0.0% | 0.00% | – | |
DOCS | Buy | DOXIMITY INC | $12,952 | +117645.5% | 400 | +14.3% | 0.00% | – |
DGRW | WISDOMTREE TRUSTetf | $15,024 | +107214.3% | 241 | 0.0% | 0.00% | – | |
ILCB | New | ISHARES MORNINGSTARetf | $12,410 | – | 220 | +100.0% | 0.00% | – |
OEF | ISHARES S&Petf | $14,215 | +118358.3% | 76 | 0.0% | 0.00% | – | |
VLUE | ISHARES MSCIetf | $13,426 | +103176.9% | 145 | 0.0% | 0.00% | – | |
WY | Sell | WEYERHAEUSER CO | $12,052 | +32473.0% | 400 | -66.7% | 0.00% | – |
IRM | IRON MOUNTAIN | $13,228 | +110133.3% | 250 | 0.0% | 0.00% | – | |
JEF | JEFFERIES FINANCIAL | $13,363 | +95350.0% | 421 | 0.0% | 0.00% | – | |
ADM | ARCHER DANIELS | $12,267 | +87521.4% | 154 | 0.0% | 0.00% | – | |
OTIS | Buy | OTIS WORLDWIDE | $14,854 | +114161.5% | 176 | +0.6% | 0.00% | – |
BLDP | BALLARD POWER | $12,755 | +127450.0% | 2,290 | 0.0% | 0.00% | – | |
RPG | INVESCO S&Petf | $15,265 | +101666.7% | 101 | 0.0% | 0.00% | – | |
IP | INTL PAPER | $14,424 | +110853.8% | 400 | 0.0% | 0.00% | – | |
BMO | BANK MONTREAL | $13,367 | +102723.1% | 150 | 0.0% | 0.00% | – | |
VEA | Buy | VANGUARD FTSEetf | $13,551 | +169287.5% | 300 | +50.0% | 0.00% | – |
LULU | LULULEMON ATHLETICA | $14,568 | +121300.0% | 40 | 0.0% | 0.00% | – | |
PINS | PINTEREST INC CLASS A | $12,953 | +182.6% | 475 | 0.0% | 0.00% | -63.6% | |
TROW | PRICE T | $14,677 | +104735.7% | 130 | 0.0% | 0.00% | – | |
AES | AES CORP | $12,305 | +87792.9% | 511 | 0.0% | 0.00% | – | |
GPC | GENUINE PARTS | $13,886 | +99085.7% | 83 | 0.0% | 0.00% | – | |
FOXF | FOX FACTORY | $12,137 | +134755.6% | 100 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS | $13,742 | +98057.1% | 231 | 0.0% | 0.00% | – | |
RKT | ROCKET COS | $14,626 | +37.5% | 1,614 | 0.0% | 0.00% | -84.6% | |
FTXN | FIRST TRUSTetf | $14,807 | +98613.3% | 549 | 0.0% | 0.00% | – | |
FLM | FIRST TRUSTetf | $14,959 | +106750.0% | 300 | 0.0% | 0.00% | – | |
SLYG | SPDR SERIESetf | $15,119 | +107892.9% | 205 | 0.0% | 0.00% | – | |
SPYG | SPDR PORTFOLIOetf | $12,180 | +110627.3% | 220 | 0.0% | 0.00% | – | |
FXO | FIRST TRUSTetf | $13,588 | +96957.1% | 364 | 0.0% | 0.00% | – | |
FXN | FIRST TRUSTetf | $14,278 | +95086.7% | 920 | 0.0% | 0.00% | – | |
TKR | TIMKEN CO | $12,258 | +122480.0% | 150 | 0.0% | 0.00% | – | |
SPSM | SPDR PORTFOLIOetf | $12,502 | +104083.3% | 331 | 0.0% | 0.00% | – | |
LYB | LYONDELLBASELL INDUSTRIE | $11,736 | +117260.0% | 125 | 0.0% | 0.00% | – | |
BRILLIANT EARTH | $11,515 | +95858.3% | 2,945 | 0.0% | 0.00% | – | ||
PII | Buy | POLARIS INC | $9,445 | +117962.5% | 85 | +1.2% | 0.00% | – |
SCHE | SCHWAB EMERGINGetf | $9,635 | +106955.6% | 393 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY | $11,541 | +115310.0% | 88 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD | $8,559 | +122171.4% | 100 | 0.0% | 0.00% | – | |
CALM | CAL MAINE FOODS | $8,585 | +122542.9% | 141 | 0.0% | 0.00% | – | |
STLA | STELLANTIS NV | $9,550 | +136328.6% | 525 | 0.0% | 0.00% | – | |
NUSC | New | NUVEEN ESGetf | $8,853 | – | 250 | +100.0% | 0.00% | – |
SRLN | SPDR BLACKSTONEetf | $9,411 | +104466.7% | 227 | 0.0% | 0.00% | – | |
PHM | PULTEGROUP INC | $9,782 | +139642.9% | 167 | 0.0% | 0.00% | – | |
VMW | VMWARE INC | $10,488 | +104780.0% | 84 | 0.0% | 0.00% | – | |
X | UNITED STS STEEL CRP NEW | $10,440 | +104300.0% | 400 | 0.0% | 0.00% | – | |
QRVO | Sell | QORVO INC | $10,158 | +56333.3% | 100 | -50.0% | 0.00% | – |
DNOW | NOW INC | $11,374 | +94683.3% | 1,020 | 0.0% | 0.00% | – | |
BKLN | INVESCO SENIORetf | $10,130 | +112455.6% | 487 | 0.0% | 0.00% | – | |
FDRR | FIDELITY COVINGTONetf | $10,165 | +112844.4% | 250 | 0.0% | 0.00% | – | |
AMT | AMERICAN TOWER | $10,626 | +96500.0% | 52 | 0.0% | 0.00% | – | |
CNP | CENTERPOINT ENERGY | $8,661 | +108162.5% | 294 | 0.0% | 0.00% | – | |
WARNER BROS | $11,220 | +160185.7% | 743 | 0.0% | 0.00% | – | ||
NTRS | NORTHERN TRUST | $9,430 | +104677.8% | 107 | 0.0% | 0.00% | – | |
WFC | WELLS FARGO | $11,214 | +93350.0% | 300 | 0.0% | 0.00% | – | |
IQ | IQIYI INC | $9,464 | +157633.3% | 1,300 | 0.0% | 0.00% | – | |
JBLU | JETBLUE AIRWAYS | $9,464 | +118200.0% | 1,300 | 0.0% | 0.00% | – | |
WDC | WESTERN DIGITAL | $11,302 | +125477.8% | 300 | 0.0% | 0.00% | – | |
EEMV | ISHARES MSCIetf | $9,386 | +104188.9% | 172 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLINES | $10,987 | +121977.8% | 744 | 0.0% | 0.00% | – | |
IMCB | New | ISHARES MORNINGSTARetf | $10,430 | – | 172 | +100.0% | 0.00% | – |
SFL | SFL CORP | $9,396 | +104300.0% | 989 | 0.0% | 0.00% | – | |
ALLY | ALLY FINL INC | $9,839 | +4.4% | 386 | 0.0% | 0.00% | -87.0% | |
FIGS | Buy | FIGS INC | $9,285 | +154650.0% | 1,500 | +50.0% | 0.00% | – |
RCL | ROYAL CARIBBEAN | $11,101 | +138662.5% | 170 | 0.0% | 0.00% | – | |
DFA EMERGING MARKETS Ietf | $10,870 | +4.6% | 410 | 0.0% | 0.00% | -88.5% | ||
XRX | XEROX HOLDINGS | $9,240 | +115400.0% | 600 | 0.0% | 0.00% | – | |
APD | Sell | AIR PRODUCTS | $8,745 | +54556.2% | 30 | -45.5% | 0.00% | – |
D | DOMINION ENERGY INC | $11,741 | -11.2% | 210 | 0.0% | 0.00% | -90.9% | |
CMPS | Buy | COMPASS PATHWAYS ADR FUNADR 1 ADR REPS 1 ORD SHS | $8,937 | +223325.0% | 900 | +80.0% | 0.00% | – |
SOFI | Sell | SOFI TECHNOLOGIES INC | $10,319 | +206280.0% | 1,700 | -20.9% | 0.00% | – |
TFI | SPDR NUVEENetf | $9,832 | +109144.4% | 210 | 0.0% | 0.00% | – | |
DLR | DIGITAL REALTY | $9,831 | +98210.0% | 100 | 0.0% | 0.00% | – | |
PSLV | SPROTT PHYSICALetf | $10,008 | +111100.0% | 1,200 | 0.0% | 0.00% | – | |
EVGO | EVGO INC | $11,685 | +194650.0% | 1,500 | 0.0% | 0.00% | – | |
SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27muni | $11,191 | +0.7% | 10,000 | 0.0% | 0.00% | -88.9% | ||
PTH | INVESCO DWAetf | $11,226 | +93450.0% | 100 | 0.0% | 0.00% | – | |
ASAN | ASANA INC CLASS A | $10,565 | +59.5% | 500 | 0.0% | 0.00% | -81.2% | |
PSI | INVESCO DYNAMICetf | $11,418 | +126766.7% | 92 | 0.0% | 0.00% | – | |
PAAS | PAN AMERICAN | $11,175 | +111650.0% | 614 | 0.0% | 0.00% | – | |
VOX | VANGUARD COMMUNICATIONetf | $9,667 | +120737.5% | 100 | 0.0% | 0.00% | – | |
OVV | Buy | OVINTIV INC | $10,984 | +73126.7% | 304 | +0.7% | 0.00% | – |
ES | EVERSOURCE ENERGY | $10,487 | +95236.4% | 134 | 0.0% | 0.00% | – | |
ORA | ORMAT TECHNOLOGIES | $8,697 | +108612.5% | 102 | 0.0% | 0.00% | – | |
FXG | FIRST TRUSTetf | $9,434 | +104722.2% | 152 | 0.0% | 0.00% | – | |
KALU | Buy | KAISER ALUMINUM | $9,527 | +190440.0% | 127 | +67.1% | 0.00% | – |
SLV | ISHARES SILVER | $8,848 | +110500.0% | 400 | 0.0% | 0.00% | – | |
HLT | HILTON WORLDWIDE | $11,692 | +116820.0% | 83 | 0.0% | 0.00% | – | |
EMR | EMERSON ELECTRIC | $8,714 | +96722.2% | 100 | 0.0% | 0.00% | – | |
BK | BANK NEW YORK | $10,315 | +103050.0% | 227 | 0.0% | 0.00% | – | |
HYS | PIMCO 0-5etf | $11,505 | +104490.9% | 126 | 0.0% | 0.00% | – | |
ANET | Sell | ARISTA NETWORKS | $10,072 | +77376.9% | 60 | -46.4% | 0.00% | – |
ILCV | New | ISHARES MORNINGSTARetf | $10,735 | – | 168 | +100.0% | 0.00% | – |
SCHH | SCHWAB USetf | $10,140 | +481.8% | 520 | 0.0% | 0.00% | -25.0% | |
ARCHER AVIATION INC COM | $9,812 | +87.3% | 4,400 | 0.0% | 0.00% | -76.9% | ||
FRC | New | FIRST REPUBLIC BANK | $9,793 | – | 700 | +100.0% | 0.00% | – |
BSV | VANGUARD SHORTetf | $9,944 | +110388.9% | 130 | 0.0% | 0.00% | – | |
ZM | Sell | ZOOM VIDEO | $8,418 | +76427.3% | 114 | -30.5% | 0.00% | – |
KRG | KITE REALTY | $7,280 | +103900.0% | 348 | 0.0% | 0.00% | – | |
IDNA | ISHARES GENOMICSetf | $8,145 | +224.1% | 350 | 0.0% | 0.00% | -66.7% | |
XT | ISHARES EXPONENTIALetf | $5,443 | +135975.0% | 103 | 0.0% | 0.00% | – | |
EWJ | ISHARES MSCIetf | $5,869 | +117280.0% | 100 | 0.0% | 0.00% | – | |
USA | Buy | LIBERTY ALL-STARetf | $5,611 | +140175.0% | 905 | +5.0% | 0.00% | – |
LYV | LIVE NATION | $7,000 | +116566.7% | 100 | 0.0% | 0.00% | – | |
MTB | M&T BANK | $5,620 | +93566.7% | 47 | 0.0% | 0.00% | – | |
ISCB | New | ISHARES MORNINGSTARetf | $7,584 | – | 160 | +100.0% | 0.00% | – |
EMB | ISHARES JPMORGANetf | $5,608 | +112060.0% | 65 | 0.0% | 0.00% | – | |
TPYP | MANAGED TORTOISEetf | $6,786 | +113000.0% | 279 | 0.0% | 0.00% | – | |
IYZ | Sell | ISHARES U Setf | $6,948 | +69380.0% | 300 | -35.5% | 0.00% | – |
MS | MORGAN STANLEY | $6,146 | +122820.0% | 70 | 0.0% | 0.00% | – | |
NOV | NOV INC | $5,580 | +92900.0% | 301 | 0.0% | 0.00% | – | |
CQQQ | INVESCO CHINAetf | $7,734 | +110385.7% | 166 | 0.0% | 0.00% | – | |
PGX | INVESCO PFDetf | $8,082 | +115357.1% | 704 | 0.0% | 0.00% | – | |
NURE | NUVEEN SHORTetf | $6,688 | +111366.7% | 225 | 0.0% | 0.00% | – | |
OGN | Sell | ORGANON & CO | $5,128 | +3388.4% | 218 | -15.5% | 0.00% | – |
PTC | PTC INC | $6,412 | +106766.7% | 50 | 0.0% | 0.00% | – | |
GSLC | GOLDMAN SACHSetf | $8,122 | +115928.6% | 100 | 0.0% | 0.00% | – | |
PLANET LABS PBC CLASS A | $7,860 | -12.7% | 2,000 | 0.0% | 0.00% | -90.9% | ||
MLPA | GLOBAL Xetf | $6,572 | +109433.3% | 158 | 0.0% | 0.00% | – | |
AJG | ARTHUR J | $7,461 | +106485.7% | 39 | 0.0% | 0.00% | – | |
FRANKLIN MUTUAL U S MID CAP VALUE Aetf | $7,962 | -0.9% | 251 | 0.0% | 0.00% | -90.0% | ||
FLUENCE ENERGY | $8,100 | +134900.0% | 400 | 0.0% | 0.00% | – | ||
EDIV | SPDR S&Petf | $7,752 | +110642.9% | 296 | 0.0% | 0.00% | – | |
SLYV | SPDR SERIESetf | $7,313 | +104371.4% | 96 | 0.0% | 0.00% | – | |
MDYG | SPDR SERIESetf | $7,460 | +106471.4% | 109 | 0.0% | 0.00% | – | |
FIS | FIDELITY NATIONAL | $6,846 | +85475.0% | 126 | 0.0% | 0.00% | – | |
EXPE | EXPEDIA GROUP | $7,277 | +121183.3% | 75 | 0.0% | 0.00% | – | |
SPX TECHNOLOGIES | $7,058 | +117533.3% | 100 | 0.0% | 0.00% | – | ||
WTRG | ESSENTIAL UTILITIES | $6,809 | +97171.4% | 156 | 0.0% | 0.00% | – | |
SCHX | SCHWAB USetf | $7,739 | +110457.1% | 160 | 0.0% | 0.00% | – | |
SCHA | SCHWAB USetf | $8,219 | +117314.3% | 196 | 0.0% | 0.00% | – | |
SCHF | Buy | SCHWAB INTLetf | $7,900 | +157900.0% | 227 | +23.4% | 0.00% | – |
SCHO | SCHWAB SHORTetf | $7,367 | +105142.9% | 151 | 0.0% | 0.00% | – | |
SPG | Sell | SIMON PPTY GROUP REITreit | $5,598 | -36.5% | 50 | -33.3% | 0.00% | -90.9% |
SNAP | Sell | SNAP INC CLASS A | $5,606 | +216.2% | 500 | -8.9% | 0.00% | -50.0% |
DLTR | DOLLAR TREE | $7,178 | +102442.9% | 50 | 0.0% | 0.00% | – | |
SPR | SPIRIT AEROSYSTEMS | $6,906 | +138020.0% | 200 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC F | $7,954 | +58.9% | 4,100 | 0.0% | 0.00% | -83.3% | |
TXT | TEXTRON INC | $7,063 | +100800.0% | 100 | 0.0% | 0.00% | – | |
TM | TOYOTA MOTOR | $7,085 | +117983.3% | 50 | 0.0% | 0.00% | – | |
CMA | COMERICA INC | $5,905 | +65511.1% | 136 | 0.0% | 0.00% | – | |
UTF | COHEN & STEERSetf | $5,490 | +109700.0% | 225 | 0.0% | 0.00% | – | |
CLF | CLEVELAND CLIFFS | $8,249 | +117742.9% | 450 | 0.0% | 0.00% | – | |
CGC | Sell | CANOPY GROWTH CORP F | $8,496 | +47.0% | 4,855 | -5.8% | 0.00% | -85.7% |
VNM | VANECK VECTORS ETF TR VIETNAMetf | $5,920 | 0.0% | 500 | 0.0% | 0.00% | -86.7% | |
CBRE | CBRE GROUP | $7,281 | +103914.3% | 100 | 0.0% | 0.00% | – | |
BCX | BLACKROCK RESOURCEetf | $6,201 | +103250.0% | 650 | 0.0% | 0.00% | – | |
CAR | AVIS BUDGET | $5,844 | +146000.0% | 30 | 0.0% | 0.00% | – | |
AVY | AVERY DENNISON CORP | $6,799 | +113216.7% | 38 | 0.0% | 0.00% | – | |
AQMS | AQUA METALS | $5,500 | +91566.7% | 5,500 | 0.0% | 0.00% | – | |
APA | APA CORP | $7,212 | +80033.3% | 200 | 0.0% | 0.00% | – | |
VTRS | Sell | VIATRIS INC | $5,732 | +706.2% | 596 | -5.2% | 0.00% | 0.0% |
CSF | VICTORYSHARES USetf | $5,965 | +99316.7% | 115 | 0.0% | 0.00% | – | |
CFO | VICTORYSHARES USetf | $5,981 | +99583.3% | 96 | 0.0% | 0.00% | – | |
ABC | AMERISOURCEBERGEN CORP | $6,885 | +98257.1% | 43 | 0.0% | 0.00% | – | |
NIE | VIRTUS EQUITYetf | $6,878 | +114533.3% | 350 | 0.0% | 0.00% | – | |
AFIN | NECESSITY RETAIL | $7,536 | +107557.1% | 1,200 | 0.0% | 0.00% | – | |
AVEM | New | AVANTIS EMERGINGetf | $5,289 | – | 100 | +100.0% | 0.00% | – |
WMB | WILLIAMS COS | $5,464 | +90966.7% | 183 | 0.0% | 0.00% | – | |
WSM | WILLIAMS SONOMA | $5,110 | +127650.0% | 42 | 0.0% | 0.00% | – | |
XPO | XPO INC | $6,540 | +108900.0% | 205 | 0.0% | 0.00% | – | |
YUMC | YUM CHINA | $7,543 | +125616.7% | 119 | 0.0% | 0.00% | – | |
HELE | HELEN OF | $5,805 | +96650.0% | 61 | 0.0% | 0.00% | – | |
ARKF | Sell | ARK FINTECHetf | $7,054 | +88075.0% | 375 | -34.8% | 0.00% | – |
CB | CHUBB LTD | $5,437 | +90516.7% | 28 | 0.0% | 0.00% | – | |
ARKG | ARK GENOMICetf | $5,262 | +131450.0% | 175 | 0.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD | $7,696 | +153820.0% | 1,210 | 0.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY | $6,681 | +222600.0% | 50 | 0.0% | 0.00% | – | |
SSYS | STRATASYS LTD | $8,302 | 0.0% | 700 | 0.0% | 0.00% | -90.0% | |
JHMM | JOHN HANCOCKetf | $5,124 | +128000.0% | 107 | 0.0% | 0.00% | – | |
JHML | JOHN HANCOCKetf | $5,386 | +107620.0% | 104 | 0.0% | 0.00% | – | |
MMM | Sell | 3M COMPANY | $3,258 | +36100.0% | 31 | -59.2% | 0.00% | – |
FXD | Sell | FIRST TRUSTetf | $3,168 | +52700.0% | 61 | -53.4% | 0.00% | – |
EBND | SPDR BLOOMBERGetf | $4,541 | +113425.0% | 214 | 0.0% | 0.00% | – | |
LYFT | Sell | LYFT INC | $2,781 | +92600.0% | 300 | -14.3% | 0.00% | – |
TRVG | TRIVAGO N V FADR 1 ADR REPS 1 ORD SHSadr | $2,265 | +11.0% | 1,500 | 0.0% | 0.00% | -80.0% | |
TCNNF | New | TRULIEVE CANNABIS CORP Fadr | $2,795 | – | 500 | +100.0% | 0.00% | – |
DWX | Sell | SPDR S&Petf | $4,799 | +47890.0% | 140 | -58.8% | 0.00% | – |
CLX | CLOROX COMPANY | $4,114 | +137033.3% | 26 | 0.0% | 0.00% | – | |
RBLX | ROBLOX CORP | $1,799 | +179800.0% | 40 | 0.0% | 0.00% | – | |
GROW | U S GLOBAL | $3,204 | +106700.0% | 1,200 | 0.0% | 0.00% | – | |
RIVIAN AUTOMOTIVE | $1,981 | +98950.0% | 128 | 0.0% | 0.00% | – | ||
KTOS | KRATOS DEFENSE | $3,370 | +168400.0% | 250 | 0.0% | 0.00% | – | |
CHKEL | CHESAPEAKE ENERGYwarrant | $2,161 | +107950.0% | 38 | 0.0% | 0.00% | – | |
UAL | UNITED AIRLINES | $4,204 | +140033.3% | 95 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES | $2,468 | +123300.0% | 135 | 0.0% | 0.00% | – | |
CRNC | CERENCE INC | $1,742 | +174100.0% | 62 | 0.0% | 0.00% | – | |
FOXA | Sell | FOX CORP | $3,780 | +4684.8% | 111 | -95.7% | 0.00% | – |
RXO INC | $4,026 | +134100.0% | 205 | 0.0% | 0.00% | – | ||
BBEU | Sell | JPMORGAN BETABUILDERS EUROPE ETFetf | $2,669 | -13.8% | 50 | -99.6% | 0.00% | -87.5% |
CSIQ | CANADIAN SOLAR | $3,981 | +132600.0% | 100 | 0.0% | 0.00% | – | |
CNI | Buy | CANADIAN NATIONAL | $4,610 | +115150.0% | 39 | +2.6% | 0.00% | – |
GINKGO BIOWORKS | $1,862 | +93000.0% | 1,400 | 0.0% | 0.00% | – | ||
AKRE FOCUS INSTLetf | $3,478 | +5.8% | 68 | 0.0% | 0.00% | -87.5% | ||
KWEB | Buy | KRANESHARES TRetf | $4,678 | +194.2% | 150 | +200.0% | 0.00% | -75.0% |
ATAI | Sell | ATAI LIFE SCIENCES B V F | $4,435 | +73816.7% | 2,450 | -2.0% | 0.00% | – |
DRIV | GLOBAL Xetf | $2,384 | +238300.0% | 100 | 0.0% | 0.00% | – | |
BIV | VANGUARD INTERMEDIATEetf | $3,914 | +130366.7% | 51 | 0.0% | 0.00% | – | |
BOTZ | GLOBAL Xetf | $5,100 | +127400.0% | 200 | 0.0% | 0.00% | – | |
GLOBAL SUPERDIVIDENDetf | $3,985 | +99525.0% | 173 | 0.0% | 0.00% | – | ||
VANGUARD WELLESLEY INCOME ADMIRALetf | $2,252 | +0.2% | 37 | 0.0% | 0.00% | -83.3% | ||
IDXX | IDEXX LABS INC | $5,001 | +124925.0% | 10 | 0.0% | 0.00% | – | |
RYT | New | INVESCO S&Petf | $4,968 | – | 18 | +100.0% | 0.00% | – |
PGF | INVESCO FINANCIALetf | $3,514 | +117033.3% | 242 | 0.0% | 0.00% | – | |
BIDU | BAIDU INC | $4,528 | +150833.3% | 30 | 0.0% | 0.00% | – | |
EWCO | New | INVESCO S&Petf | $2,440 | – | 89 | +100.0% | 0.00% | – |
AIZ | ASSURANT INC | $3,002 | +99966.7% | 25 | 0.0% | 0.00% | – | |
ORION OFFICE | $2,211 | +110450.0% | 330 | 0.0% | 0.00% | – | ||
BLOK | AMPLIFY BLOCKCHAINetf | $1,935 | +193400.0% | 100 | 0.0% | 0.00% | – | |
VNCE | VINCE HOLDING | $4,851 | +96920.0% | 700 | 0.0% | 0.00% | – | |
PCY | INVESCO EMERGINGetf | $3,798 | +126500.0% | 198 | 0.0% | 0.00% | – | |
VSTO | VISTA OUTDOOR | $3,741 | +124600.0% | 135 | 0.0% | 0.00% | – | |
WAB | WABTEC | $4,346 | +108550.0% | 43 | 0.0% | 0.00% | – | |
NVS | NOVARTIS AG | $2,392 | +119500.0% | 26 | 0.0% | 0.00% | – | |
PBD | New | INVESCO GLOBALetf | $3,941 | – | 200 | +100.0% | 0.00% | – |
AIG | AMERICAN INTL | $5,036 | +83833.3% | 100 | 0.0% | 0.00% | – | |
DBB | INVESCO DB | $2,020 | +201900.0% | 100 | 0.0% | 0.00% | – | |
NWL | NEWELL BRANDS | $3,732 | +124300.0% | 300 | 0.0% | 0.00% | – | |
EWZ | Sell | ISHARES MSCIetf | $2,738 | +1085.3% | 100 | -98.8% | 0.00% | 0.0% |
IXN | ISHARES GLOBALetf | $4,621 | +153933.3% | 85 | 0.0% | 0.00% | – | |
YUM | YUM BRANDS INC | $2,642 | +132000.0% | 20 | 0.0% | 0.00% | – | |
KYN | KAYNE ANDERSONetf | $3,646 | +121433.3% | 422 | 0.0% | 0.00% | – | |
ZIMVIE INC | $2,478 | +82500.0% | 343 | 0.0% | 0.00% | – | ||
IYE | ISHARES U Setf | $4,156 | +103800.0% | 95 | 0.0% | 0.00% | – | |
KW | KENNEDY-WILSON HOLDINGS | $4,695 | +117275.0% | 283 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $4,096 | +136433.3% | 100 | 0.0% | 0.00% | – | |
Sell | MASTERBRAND INC | $3,216 | +107100.0% | 400 | -16.8% | 0.00% | – | |
JHSC | JOHN HANCOCKetf | $2,934 | +146600.0% | 92 | 0.0% | 0.00% | – | |
JAZZ | JAZZ PHARMACEUTICALS | $4,097 | +102325.0% | 28 | 0.0% | 0.00% | – | |
MA | MASTERCARD INC | $3,998 | +133166.7% | 11 | 0.0% | 0.00% | – | |
NCLH | Sell | NORWEGIAN CRUISE | $2,690 | +89566.7% | 200 | -33.3% | 0.00% | – |
MNKD | MANNKIND CORP | $2,460 | +81900.0% | 600 | 0.0% | 0.00% | – | |
MTW | MANITOWOC COMPANY | $3,845 | +192150.0% | 225 | 0.0% | 0.00% | – | |
SIRI | Sell | SIRIUS XM | $4,367 | +33492.3% | 1,100 | -50.9% | 0.00% | – |
SCZ | ISHARES MSCIetf | $2,440 | +121900.0% | 41 | 0.0% | 0.00% | – | |
JHMD | JOHN HANCOCKetf | $4,359 | +108875.0% | 142 | 0.0% | 0.00% | – | |
DOV | DOVER CORP | $3,343 | +167050.0% | 22 | 0.0% | 0.00% | – | |
DOCU | DOCUSIGN INC | $4,023 | +134000.0% | 69 | 0.0% | 0.00% | – | |
DIGITAL WORLD | $3,724 | +124033.3% | 265 | 0.0% | 0.00% | – | ||
SEVEN HILLS | $2,892 | +144500.0% | 288 | 0.0% | 0.00% | – | ||
DEO | DIAGEO PLC | $5,073 | +126725.0% | 28 | 0.0% | 0.00% | – | |
IPAY | ETF MANAGERSetf | $2,084 | +208300.0% | 50 | 0.0% | 0.00% | – | |
XLRE | SELECT SECTORetf | $4,149 | +103625.0% | 111 | 0.0% | 0.00% | – | |
SRCL | STERICYCLE INC | $4,361 | +108925.0% | 100 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES | $4,745 | +118525.0% | 118 | 0.0% | 0.00% | – | |
EMN | EASTMAN CHEMICAL | $4,217 | +105325.0% | 50 | 0.0% | 0.00% | – | |
EHC | ENCOMPASS HEALTH | $4,166 | +104050.0% | 77 | 0.0% | 0.00% | – | |
WATT | Sell | ENERGOUS CORP | $2,673 | +220.9% | 4,950 | -23.3% | 0.00% | -50.0% |
DXC | DXC TECHNOLOGY | $1,738 | +173700.0% | 68 | 0.0% | 0.00% | – | |
DTE | DTE ENERGY | $4,820 | +96300.0% | 44 | 0.0% | 0.00% | – | |
FHB | FIRST HAWAIIAN | $2,063 | +103050.0% | 100 | 0.0% | 0.00% | – | |
Exit | ROBINHOOD MARKETS | $0 | – | -50 | -100.0% | 0.00% | – | |
NID | Exit | NUVEEN INTERMEDIATEetf | $0 | – | -1,400 | -100.0% | 0.00% | – |
NBR | NABORS INDUSTRIES | $122 | – | 1 | 0.0% | 0.00% | – | |
JOBY AVIATION | $1,302 | +130100.0% | 300 | 0.0% | 0.00% | – | ||
NVAX | Exit | NOVAVAX INC | $0 | – | -51 | -100.0% | 0.00% | – |
CLOU | Exit | GLOBAL CLOUDetf | $0 | – | -305 | -100.0% | 0.00% | – |
MARYGOLD COS | $12 | – | 7 | 0.0% | 0.00% | – | ||
Exit | SYLVAMO CORP | $0 | – | -36 | -100.0% | 0.00% | – | |
POR | Exit | PORTLAND GENERAL | $0 | – | -250 | -100.0% | 0.00% | – |
New | VITESSE ENERGY | $932 | – | 49 | +100.0% | 0.00% | – | |
ABB | Exit | ABB LIMITED | $0 | – | -100 | -100.0% | 0.00% | – |
CLXPF | CYBIN INC | $385 | – | 1,000 | 0.0% | 0.00% | – | |
RGR | STURM RUGER | $862 | – | 15 | 0.0% | 0.00% | – | |
TTNP | TITAN PHARMACEUTICALS | $3 | – | 4 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC | $1,372 | +137100.0% | 400 | 0.0% | 0.00% | – | |
LODE | COMSTOCK MNG INC | $1,375 | 0.0% | 5,000 | 0.0% | 0.00% | -100.0% | |
Sell | KYNDRYL HOLDINGS | $104 | – | 7 | -85.4% | 0.00% | – | |
AOUT | AMERICAN OUTDOOR | $79 | – | 8 | 0.0% | 0.00% | – | |
RWX | SPDR DOWetf | $315 | – | 12 | 0.0% | 0.00% | – | |
VALWS | VALARIS LTDwarrant | $22 | – | 2 | 0.0% | 0.00% | – | |
SILO PHARMA | $197 | – | 94 | 0.0% | 0.00% | – | ||
SWBI | SMITH & WESSON | $431 | – | 35 | 0.0% | 0.00% | – | |
FREL | Exit | FIDELITY MSCIetf | $0 | – | -100 | -100.0% | 0.00% | – |
NVTA | INVITAE CORP | $1,080 | +107900.0% | 800 | 0.0% | 0.00% | – | |
Exit | MICRO FOCUS | $0 | – | -44 | -100.0% | 0.00% | – | |
NWSA | NEWS CORP | $155 | – | 9 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP | $394 | +95.0% | 14 | -36.4% | 0.00% | – | |
Exit | DOUGLAS ELLIMAN | $0 | – | -256 | -100.0% | 0.00% | – | |
FSR | FISKER INC | $614 | – | 100 | 0.0% | 0.00% | – | |
RIO | RIO TINTO | $1,646 | +164500.0% | 24 | 0.0% | 0.00% | – | |
BKH | Exit | BLACK HILLS | $0 | – | -500 | -100.0% | 0.00% | – |
FRME | Exit | FIRST MERCHANTS | $0 | – | -613 | -100.0% | 0.00% | – |
NIO | NIO INC | $1,051 | – | 100 | 0.0% | 0.00% | – | |
MGI | MONEYGRAM INTL | $323 | – | 31 | 0.0% | 0.00% | – | |
RDFN | REDFIN CORP | $906 | – | 100 | 0.0% | 0.00% | – | |
CRTX | QUINCE THERAPEUTICS | $117 | – | 75 | 0.0% | 0.00% | – | |
MC | MOELIS & COMPANY | $1,115 | +111400.0% | 29 | 0.0% | 0.00% | – | |
GXO LOGISTICS | $404 | – | 8 | 0.0% | 0.00% | – | ||
CCL | CARNIVAL CORP | $1,015 | – | 100 | 0.0% | 0.00% | – | |
UNITY BIOTECHNOLOGY | $16 | – | 10 | 0.0% | 0.00% | – | ||
ALLBIRDS INC | $1,110 | +55400.0% | 925 | 0.0% | 0.00% | – | ||
VFC | V F CORP | $1,512 | +151100.0% | 66 | 0.0% | 0.00% | – | |
RWO | Exit | SPDR DOWetf | $0 | – | -655 | -100.0% | 0.00% | – |
BOIL | PROSHARES ULTRAetf | $18 | – | 5 | 0.0% | 0.00% | – | |
MIND MEDICINE | $209 | – | 66 | 0.0% | 0.00% | – | ||
MLCO | MELCO RESORTS | $1,591 | +159000.0% | 125 | 0.0% | 0.00% | – | |
INDI | Exit | INDIE SEMICONDUCTOR | $0 | – | -450 | -100.0% | 0.00% | – |
ENHABIT INC | $529 | – | 38 | 0.0% | 0.00% | – | ||
GSK PLC | $996 | – | 28 | 0.0% | 0.00% | – | ||
SABA CAPITALetf | $815 | – | 100 | 0.0% | 0.00% | – | ||
SPB | SPECTRUM BRANDS | $663 | – | 10 | 0.0% | 0.00% | – | |
BCLI | BRAINSTORM CELL | $660 | – | 200 | 0.0% | 0.00% | – | |
MATTHEWS ASIAN GROWTH & INC INVESTORetf | $752 | +4.7% | 56 | 0.0% | 0.00% | -100.0% | ||
LILAK | LIBERTY LATIN | $74 | – | 9 | 0.0% | 0.00% | – | |
DDD | 3D SYSTEMS | $1,051 | – | 98 | 0.0% | 0.00% | – | |
ADS TEC | $270 | – | 100 | 0.0% | 0.00% | – | ||
GT | GOODYEAR TIRE | $1,102 | +110100.0% | 100 | 0.0% | 0.00% | – | |
BLNK | BLINK CHARGING | $433 | – | 50 | 0.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES | $111 | – | 42 | 0.0% | 0.00% | – | |
Sell | BENSON HILL | $288 | +14300.0% | 250 | -70.6% | 0.00% | – | |
BHC | Sell | BAUSCH HEALTH | $1,499 | +149800.0% | 185 | -35.1% | 0.00% | – |
GTX | Exit | GARRETT MOTION | $0 | – | -80 | -100.0% | 0.00% | – |
HALEON PLC | $285 | – | 35 | 0.0% | 0.00% | – | ||
HMNY | HELIOS & MATHESON ANALYTICS | $1 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
HGV | HILTON GRAND | $1,111 | – | 25 | 0.0% | 0.00% | – | |
SEEL | SEELOS THERAPEUTICS INC | $691 | +0.1% | 1,000 | 0.0% | 0.00% | -100.0% | |
BALY | BALLYS CORP | $137 | – | 7 | 0.0% | 0.00% | – | |
SCHD | Sell | SCHWAB USetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
WFRD | WEATHERFORD INTL | $59 | – | 1 | 0.0% | 0.00% | – | |
PK | PARK HOTELS | $680 | – | 55 | 0.0% | 0.00% | – | |
LOOMIS SAYLES BOND RETAILbond | $1,449 | +1.4% | 126 | 0.0% | 0.00% | -100.0% | ||
LEVI | LEVI STRAUSS | $912 | – | 50 | 0.0% | 0.00% | – | |
DVN | DEVON ENERGY | $1,215 | +121400.0% | 24 | 0.0% | 0.00% | – | |
ONB | Exit | OLD NATIONAL | $0 | – | -300 | -100.0% | 0.00% | – |
ASIX | Exit | ADVANSIX INC | $0 | – | -30 | -100.0% | 0.00% | – |
PJT | PJT PARTNERS | $722 | – | 10 | 0.0% | 0.00% | – | |
PDLI | P D L BIOPHARMA INC | $0 | – | 500 | 0.0% | 0.00% | – | |
LBTYK | LIBERTY GLOBAL | $1,202 | +120100.0% | 59 | 0.0% | 0.00% | – | |
OPEN | OPENDOOR TECHNOLOGIES | $880 | – | 500 | 0.0% | 0.00% | – | |
ON | ON SEMICONDUCTOR | $823 | – | 10 | 0.0% | 0.00% | – | |
OBELF | OBSIDIAN ENERGY | $269 | – | 42 | 0.0% | 0.00% | – | |
NM | NAVIOS MARITIME | $54 | – | 30 | 0.0% | 0.00% | – | |
VVI | VIAD CORP | $1,292 | +129100.0% | 62 | 0.0% | 0.00% | – | |
VSAT | VIASAT INC | $1,218 | +121700.0% | 36 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS | $671 | – | 62 | 0.0% | 0.00% | – | |
KTB | Exit | KONTOOR BRANDS | $0 | – | -111 | -100.0% | 0.00% | – |
AVEO | Exit | AVEO PHARMACEUTICALS | $0 | – | -500 | -100.0% | -0.02% | – |
TCEHY | Exit | TENCENT HOLDINGS FUNADR 1 ADR REPS 1 ORD SHSadr | $0 | – | -200 | -100.0% | -0.02% | – |
SAM | Exit | BOSTON BEER CO INC CLASS A | $0 | – | -40 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-17
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.