$616 Million is the total value of Kistler-Tiffany Companies, LLC's 898 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 50.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $91,492,380 | +9.2% | 451,324 | +0.6% | 14.84% | -6.9% |
| AAPL | Buy | APPLE INC | $18,875,541 | +19.5% | 97,312 | +1.6% | 3.06% | +2.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $17,217,173 | +1.8% | 162,319 | +1.2% | 2.79% | -13.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $16,813,503 | +14.2% | 523,622 | +15.5% | 2.73% | -2.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $13,850,440 | +11.4% | 62,877 | +3.2% | 2.25% | -5.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $10,544,973 | +4.3% | 228,345 | +2.0% | 1.71% | -11.0% |
| MSFT | Buy | MICROSOFT CORP | $8,431,888 | +35.6% | 24,760 | +14.8% | 1.37% | +15.7% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $7,093,816 | +8.6% | 136,132 | +0.3% | 1.15% | -7.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,610,963 | +79.8% | 14,914 | +66.0% | 1.07% | +53.4% |
| PEP | Buy | PEPSICO INC | $5,939,820 | +30.6% | 32,069 | +28.6% | 0.96% | +11.4% |
| AVGO | Buy | BROADCOM INC | $5,173,214 | +226.7% | 5,964 | +141.7% | 0.84% | +178.7% |
| GLD | Buy | SPDR GOLD TR | $4,249,422 | +259.9% | 23,837 | +269.9% | 0.69% | +206.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,819,541 | +19.0% | 11,201 | +7.8% | 0.62% | +1.6% |
| AMZN | Buy | AMAZON COM INC | $3,689,840 | +26.8% | 28,305 | +0.5% | 0.60% | +8.3% |
| DIS | Buy | DISNEY WALT CO | $3,603,073 | +48.1% | 40,357 | +66.1% | 0.58% | +26.1% |
| IGIB | Buy | ISHARES TR | $3,582,986 | +768.5% | 70,852 | +780.7% | 0.58% | +644.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,221,306 | +30.3% | 21,229 | +27.7% | 0.52% | +11.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,204,652 | +241.1% | 6,961 | +250.3% | 0.52% | +190.5% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,165,421 | +33.8% | 98,031 | +29.6% | 0.51% | +14.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $3,073,661 | +26.5% | 61,107 | +26.4% | 0.50% | +8.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,010,949 | +3.4% | 74,015 | +2.7% | 0.49% | -11.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,727,364 | -1.2% | 25,430 | +1.0% | 0.44% | -15.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,716,173 | +10.2% | 65,371 | +0.6% | 0.44% | -6.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,610,966 | +134.0% | 5,728 | +137.1% | 0.42% | +100.0% |
| GIS | Buy | GENERAL MLS INC | $2,556,944 | +365.8% | 33,337 | +418.9% | 0.42% | +299.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,479,145 | +12.9% | 17,046 | +1.1% | 0.40% | -3.8% |
| AMGN | Buy | AMGEN INC | $2,398,548 | -7.7% | 10,803 | +0.5% | 0.39% | -21.3% |
| CAT | Buy | CATERPILLAR INC | $2,313,964 | +8.3% | 9,404 | +0.7% | 0.38% | -7.6% |
| Buy | SHELL PLCspon ads | $2,284,938 | +6.7% | 37,843 | +1.7% | 0.37% | -8.8% | |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,231,059 | +8.5% | 10,855 | +0.6% | 0.36% | -7.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,161,558 | +11246.2% | 26,630 | +11478.3% | 0.35% | +8675.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,164,628 | +374.7% | 22,174 | +372.9% | 0.35% | +303.4% |
| TJX | Buy | TJX COS INC NEW | $2,127,727 | +177.1% | 25,094 | +156.1% | 0.34% | +136.3% |
| PFE | Buy | PFIZER INC | $2,014,990 | -7.0% | 54,934 | +3.4% | 0.33% | -20.6% |
| CVX | Buy | CHEVRON CORP NEW | $1,955,993 | -2.4% | 12,431 | +1.2% | 0.32% | -16.8% |
| OMC | New | OMNICOM GROUP INC | $1,909,376 | – | 20,067 | +100.0% | 0.31% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,885,798 | – | 26,011 | +100.0% | 0.31% | – |
| SJM | New | SMUCKER J M CO | $1,725,967 | – | 11,688 | +100.0% | 0.28% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,723,371 | +113.7% | 46,340 | +123.5% | 0.28% | +83.0% |
| ABBV | Buy | ABBVIE INC | $1,694,939 | -13.6% | 12,580 | +2.2% | 0.28% | -26.3% |
| IRM | Buy | IRON MTN INC DEL | $1,684,360 | +13111.7% | 29,644 | +12200.4% | 0.27% | +13550.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,644,950 | +2.4% | 3,422 | +0.6% | 0.27% | -12.7% |
| CMI | Buy | CUMMINS INC | $1,636,724 | +3.1% | 6,676 | +0.4% | 0.27% | -11.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,609,836 | +266.1% | 8,596 | +248.7% | 0.26% | +210.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,545,019 | +2.9% | 28,396 | +1.2% | 0.25% | -11.9% |
| IEUR | Buy | ISHARES TRcore msci euro | $1,537,507 | +1.2% | 29,214 | +0.7% | 0.25% | -13.8% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,520,674 | -0.0% | 21,286 | +0.4% | 0.25% | -14.5% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $1,462,564 | -0.9% | 33,301 | +0.2% | 0.24% | -15.7% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,442,920 | +5.1% | 5,894 | +2.4% | 0.23% | -10.3% |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $1,387,778 | +10.1% | 18,167 | +0.8% | 0.22% | -6.2% |
| ORCL | Buy | ORACLE CORP | $1,375,275 | +110.5% | 11,548 | +64.2% | 0.22% | +79.8% |
| QCOM | Buy | QUALCOMM INC | $1,297,775 | +1.2% | 10,902 | +8.4% | 0.21% | -13.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,279,854 | +1861.6% | 16,936 | +1885.5% | 0.21% | +1633.3% |
| ETN | Buy | EATON CORP PLC | $1,270,952 | +194.9% | 6,320 | +151.3% | 0.21% | +151.2% |
| PFFV | Buy | GLOBAL X FDSrate preferred | $1,237,205 | +62.8% | 55,405 | +66.6% | 0.20% | +38.6% |
| ET | Buy | ENERGY TRANSFER L P | $1,211,022 | +63.1% | 95,356 | +60.2% | 0.20% | +39.0% |
| KO | Buy | COCA COLA CO | $1,202,901 | -2.8% | 19,975 | +0.2% | 0.20% | -17.0% |
| TSLX | New | SIXTH STREET SPECIALTY LENDI | $1,196,721 | – | 64,030 | +100.0% | 0.19% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,166,166 | +13754.9% | 16,043 | +13972.8% | 0.19% | +9350.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,126,206 | +54.1% | 2,662 | +1.2% | 0.18% | +31.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,111,575 | +13.5% | 4,516 | +4.2% | 0.18% | -3.2% |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $1,079,090 | – | 30,269 | +100.0% | 0.18% | – |
| LLY | Buy | LILLY ELI & CO | $1,070,682 | +58.4% | 2,283 | +16.0% | 0.17% | +34.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,069,511 | +12.0% | 2,400 | +3.3% | 0.17% | -4.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,061,892 | +0.1% | 10,840 | +0.0% | 0.17% | -14.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,056,576 | +3.3% | 7,896 | +1.2% | 0.17% | -11.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,044,600 | +35346.2% | 13,915 | +35579.5% | 0.17% | +16800.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,031,513 | +9.2% | 15,458 | +24.2% | 0.17% | -7.2% |
| IEF | New | ISHARES TR7-10 yr trsy bd | $1,021,256 | – | 10,572 | +100.0% | 0.17% | – |
| COP | Buy | CONOCOPHILLIPS | $999,632 | +17.2% | 9,648 | +12.2% | 0.16% | 0.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $969,367 | +3437.4% | 8,964 | +3485.6% | 0.16% | +3040.0% |
| CSCO | Buy | CISCO SYS INC | $921,822 | +0.2% | 17,816 | +1.2% | 0.15% | -14.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $881,951 | +1038.0% | 22,294 | +1035.1% | 0.14% | +853.3% |
| IHAK | Buy | ISHARES TRcybersecurity | $879,257 | +5.7% | 23,248 | +1.6% | 0.14% | -9.5% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $831,122 | +2066.3% | 10,620 | +1942.3% | 0.14% | +1828.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $822,605 | -3.6% | 12,863 | +4.4% | 0.13% | -17.9% |
| LOW | Buy | LOWES COS INC | $769,186 | +15.5% | 3,408 | +2.3% | 0.12% | -1.6% |
| PLD | Buy | PROLOGIS INC. | $756,873 | -0.9% | 6,172 | +0.9% | 0.12% | -15.2% |
| PSX | Buy | PHILLIPS 66 | $752,930 | +0.2% | 7,894 | +6.5% | 0.12% | -14.7% |
| ABT | Buy | ABBOTT LABS | $744,097 | +20.0% | 6,825 | +11.5% | 0.12% | +2.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $748,018 | +10.2% | 5,939 | +11.2% | 0.12% | -6.2% |
| KLAC | Buy | KLA CORP | $720,255 | +49.6% | 1,485 | +23.1% | 0.12% | +27.2% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $708,308 | – | 1,479 | +100.0% | 0.12% | – |
| NEE | Buy | NEXTERA ENERGY INC | $703,966 | +148.2% | 9,487 | +157.8% | 0.11% | +111.1% |
| MO | Buy | ALTRIA GROUP INC | $697,254 | +11.5% | 15,392 | +9.8% | 0.11% | -5.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $696,057 | +16.8% | 9,035 | +13.9% | 0.11% | 0.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $689,960 | +3294.3% | 7,044 | +3352.9% | 0.11% | +2700.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $681,639 | +4.6% | 8,024 | +0.7% | 0.11% | -10.5% |
| BLK | Buy | BLACKROCK INC | $680,562 | +7.7% | 985 | +4.2% | 0.11% | -8.3% |
| URI | Buy | UNITED RENTALS INC | $675,181 | +25.6% | 1,516 | +11.6% | 0.11% | +7.8% |
| T | Buy | AT&T INC | $658,265 | +86.8% | 41,270 | +125.4% | 0.11% | +59.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $651,861 | +1017.9% | 4,630 | +986.9% | 0.11% | +863.6% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $639,757 | +24.8% | 12,681 | +17.0% | 0.10% | +6.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $633,653 | +63.6% | 8,375 | +64.9% | 0.10% | +39.2% |
| YUM | Buy | YUM BRANDS INC | $619,457 | +138.4% | 4,471 | +127.3% | 0.10% | +104.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $611,789 | -16.8% | 7,340 | +2.0% | 0.10% | -29.3% |
| TSLA | Buy | TESLA INC | $605,998 | +28.7% | 2,315 | +2.0% | 0.10% | +8.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $596,440 | +8965.8% | 7,547 | +9103.7% | 0.10% | +9600.0% |
| SHY | New | ISHARES TR1 3 yr treas bd | $589,452 | – | 7,270 | +100.0% | 0.10% | – |
| SHV | New | ISHARES TRshort treas bd | $571,579 | – | 5,175 | +100.0% | 0.09% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $567,593 | +23.7% | 6,741 | +33.7% | 0.09% | +5.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $562,609 | +23.3% | 3,197 | +8.1% | 0.09% | +4.6% |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $555,243 | – | 13,526 | +100.0% | 0.09% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $556,200 | – | 15,000 | +100.0% | 0.09% | – |
| BHP | Buy | BHP GROUP LTDsponsored ads | $546,339 | -3.7% | 9,156 | +2.3% | 0.09% | -17.6% |
| OXY | Buy | OCCIDENTAL PETE CORP | $533,963 | -2.0% | 9,081 | +4.0% | 0.09% | -16.3% |
| GNRC | Buy | GENERAC HLDGS INC | $532,245 | +56.9% | 3,569 | +13.6% | 0.09% | +32.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $527,466 | +139.8% | 9,406 | +136.1% | 0.09% | +104.8% |
| KR | Buy | KROGER CO | $522,546 | +1.5% | 11,118 | +6.6% | 0.08% | -13.3% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $509,670 | +41.2% | 5,594 | +8.5% | 0.08% | +20.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $511,138 | +16.3% | 10,370 | +15.1% | 0.08% | -1.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $513,326 | +33.4% | 4,508 | +15.2% | 0.08% | +13.7% |
| UVV | New | UNIVERSAL CORP VA | $514,732 | – | 10,307 | +100.0% | 0.08% | – |
| Buy | GSK PLCsponsored adr | $501,241 | +1.6% | 14,064 | +1.4% | 0.08% | -13.8% | |
| PXD | Buy | PIONEER NAT RES CO | $485,838 | +28.6% | 2,345 | +26.8% | 0.08% | +9.7% |
| CNI | Buy | CANADIAN NATL RY CO | $472,900 | +329.2% | 3,906 | +318.2% | 0.08% | +266.7% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $455,296 | +38.5% | 8,110 | +11.6% | 0.07% | +17.5% |
| EXPE | Buy | EXPEDIA GROUP INC | $443,468 | +29.8% | 4,054 | +15.1% | 0.07% | +10.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $444,383 | -3.3% | 4,916 | +2.4% | 0.07% | -17.2% |
| CE | Buy | CELANESE CORP DEL | $442,356 | +8.9% | 3,820 | +2.4% | 0.07% | -6.5% |
| AGCO | Buy | AGCO CORP | $437,629 | +1.9% | 3,330 | +4.8% | 0.07% | -13.4% |
| NRG | Buy | NRG ENERGY INC | $431,032 | +14.5% | 11,528 | +5.0% | 0.07% | -2.8% |
| HSIC | Buy | HENRY SCHEIN INC | $429,749 | +0.2% | 5,299 | +0.7% | 0.07% | -14.6% |
| NUE | Buy | NUCOR CORP | $434,220 | +12.1% | 2,648 | +5.6% | 0.07% | -5.4% |
| New | ON HLDG AGnamen akt a | $425,271 | – | 12,887 | +100.0% | 0.07% | – | |
| ALLY | New | ALLY FINL INC | $411,768 | – | 15,245 | +100.0% | 0.07% | – |
| ADSK | Buy | AUTODESK INC | $410,653 | +5.6% | 2,007 | +7.4% | 0.07% | -9.5% |
| CPB | New | CAMPBELL SOUP CO | $409,105 | – | 8,950 | +100.0% | 0.07% | – |
| BWX | New | SPDR SER TRbloomberg intl t | $409,125 | – | 18,143 | +100.0% | 0.07% | – |
| SLB | Buy | SCHLUMBERGER LTD | $403,689 | +4.2% | 8,218 | +4.2% | 0.06% | -12.2% |
| A | Buy | AGILENT TECHNOLOGIES INC | $402,875 | -7.8% | 3,350 | +6.0% | 0.06% | -21.7% |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $395,304 | +1.2% | 30,931 | +0.0% | 0.06% | -13.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $395,613 | +8.2% | 1,722 | +2.0% | 0.06% | -8.6% |
| IP | Buy | INTERNATIONAL PAPER CO | $389,969 | +16.7% | 12,259 | +32.3% | 0.06% | -1.6% |
| RSG | New | REPUBLIC SVCS INC | $390,737 | – | 2,551 | +100.0% | 0.06% | – |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $389,824 | +17.2% | 2,328 | +13.0% | 0.06% | 0.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $383,496 | +20.9% | 1,824 | +16.0% | 0.06% | +3.3% |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $375,753 | -0.5% | 6,763 | +1.3% | 0.06% | -15.3% |
| KIM | Buy | KIMCO RLTY CORP | $374,661 | +14.7% | 18,999 | +13.6% | 0.06% | -1.6% |
| VVR | New | INVESCO SR INCOME TR | $375,225 | – | 97,461 | +100.0% | 0.06% | – |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $363,432 | – | 8,680 | +100.0% | 0.06% | – |
| CF | Buy | CF INDS HLDGS INC | $360,013 | +15.8% | 5,186 | +21.0% | 0.06% | -1.7% |
| CZFS | Buy | CITIZENS FINL SVCS INC | $356,637 | +42.3% | 4,789 | +59.6% | 0.06% | +20.8% |
| ADC | Buy | AGREE RLTY CORP | $359,449 | +4.5% | 5,497 | +9.6% | 0.06% | -10.8% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $351,976 | +13.7% | 4,635 | +0.1% | 0.06% | -3.4% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $353,470 | +4.4% | 4,678 | +10.1% | 0.06% | -10.9% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $349,910 | – | 10,380 | +100.0% | 0.06% | – |
| TMUS | Buy | T-MOBILE US INC | $352,529 | -3.1% | 2,538 | +1.0% | 0.06% | -17.4% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $345,916 | +17.5% | 6,899 | +18.0% | 0.06% | 0.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $332,113 | +0.6% | 1,433 | +13.4% | 0.05% | -14.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $325,440 | +652.5% | 12,351 | +639.6% | 0.05% | +562.5% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $329,309 | +9.3% | 4,203 | +0.1% | 0.05% | -7.0% |
| CME | New | CME GROUP INC | $321,293 | – | 1,734 | +100.0% | 0.05% | – |
| MMM | Buy | 3M CO | $320,807 | -4.7% | 3,205 | +0.1% | 0.05% | -18.8% |
| ENPH | Buy | ENPHASE ENERGY INC | $321,897 | -2.9% | 1,922 | +21.9% | 0.05% | -17.5% |
| ATO | New | ATMOS ENERGY CORP | $312,141 | – | 2,683 | +100.0% | 0.05% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $315,617 | +7.9% | 3,167 | +4.7% | 0.05% | -8.9% |
| JBHT | New | HUNT J B TRANS SVCS INC | $307,751 | – | 1,700 | +100.0% | 0.05% | – |
| HSY | Buy | HERSHEY CO | $305,747 | +11.5% | 1,224 | +13.5% | 0.05% | -3.8% |
| CC | Buy | CHEMOURS CO | $283,242 | +23.9% | 7,678 | +0.6% | 0.05% | +7.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $268,646 | +9.6% | 3,215 | +8.9% | 0.04% | -6.4% |
| IBB | Buy | ISHARES TRishares biotech | $263,609 | -1.5% | 2,076 | +0.2% | 0.04% | -15.7% |
| MHI | New | PIONEER MUNICIPAL HIGH INCOM | $267,109 | – | 31,314 | +100.0% | 0.04% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $258,953 | +5.5% | 2,670 | +0.2% | 0.04% | -10.6% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $259,762 | +5.5% | 2,918 | +0.0% | 0.04% | -10.6% |
| MUI | New | BLACKROCK MUNICIPAL INCOME | $257,732 | – | 22,529 | +100.0% | 0.04% | – |
| PPG | Buy | PPG INDS INC | $254,137 | +25.8% | 1,714 | +13.4% | 0.04% | +7.9% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $243,975 | +6.5% | 17,565 | +0.1% | 0.04% | -9.1% |
| WFC | Buy | WELLS FARGO CO NEW | $245,807 | +86.8% | 5,759 | +63.6% | 0.04% | +60.0% |
| MPC | Buy | MARATHON PETE CORP | $239,730 | +23.4% | 2,056 | +42.7% | 0.04% | +5.4% |
| YUMC | Buy | YUM CHINA HLDGS INC | $239,165 | +99.1% | 4,233 | +123.4% | 0.04% | +69.6% |
| F | Buy | FORD MTR CO DEL | $236,140 | +132.6% | 15,607 | +93.7% | 0.04% | +100.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $237,293 | +7987.7% | 2,742 | +7964.7% | 0.04% | +3700.0% |
| OAS | Buy | CHORD ENERGY CORPORATION | $214,398 | +18.5% | 1,394 | +3.7% | 0.04% | +2.9% |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $211,772 | – | 22,386 | +100.0% | 0.03% | – |
| BK | Buy | BANK NEW YORK MELLON CORP | $212,094 | +2.8% | 4,764 | +4.9% | 0.03% | -12.8% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $203,590 | +1.3% | 1,047 | +0.8% | 0.03% | -13.2% |
| NCZ | New | VIRTUS CONVERTIBLE & INC FD | $196,839 | – | 63,292 | +100.0% | 0.03% | – |
| IDV | Buy | ISHARES TRintl sel div etf | $192,247 | +3.1% | 7,301 | +7.6% | 0.03% | -11.4% |
| D | Buy | DOMINION ENERGY INC | $189,707 | +7.3% | 3,663 | +15.8% | 0.03% | -8.8% |
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $183,520 | – | 8,710 | +100.0% | 0.03% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $187,422 | +21.1% | 1,078 | +5.2% | 0.03% | +3.4% |
| GILD | Buy | GILEAD SCIENCES INC | $175,950 | -6.9% | 2,283 | +0.2% | 0.03% | -19.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $178,891 | +3.3% | 1,549 | +0.1% | 0.03% | -12.1% |
| LUV | Buy | SOUTHWEST AIRLS CO | $173,014 | +16.9% | 4,778 | +5.0% | 0.03% | 0.0% |
| NOW | Buy | SERVICENOW INC | $168,591 | +31.9% | 300 | +9.1% | 0.03% | +12.5% |
| ARES | New | ARES MANAGEMENT CORPORATION | $166,686 | – | 1,730 | +100.0% | 0.03% | – |
| HES | New | HESS CORP | $158,110 | – | 1,163 | +100.0% | 0.03% | – |
| TFC | Buy | TRUIST FINL CORP | $161,432 | +66.2% | 5,319 | +86.8% | 0.03% | +44.4% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $161,714 | +17.7% | 1,726 | +1.2% | 0.03% | 0.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $154,294 | +47.9% | 1,577 | +36.9% | 0.02% | +25.0% |
| ITA | Buy | ISHARES TRus aer def etf | $155,798 | +16.7% | 1,335 | +15.1% | 0.02% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $151,564 | +10.4% | 1,502 | +1.8% | 0.02% | -3.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $146,214 | +16.7% | 884 | +12.0% | 0.02% | 0.0% |
| EXC | Buy | EXELON CORP | $141,855 | -2.7% | 3,482 | +0.1% | 0.02% | -17.9% |
| ROM | New | PROSHARES TR | $136,201 | – | 3,026 | +100.0% | 0.02% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $132,582 | +3.3% | 1,329 | +2.8% | 0.02% | -8.3% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $127,848 | +26.7% | 2,330 | +2.2% | 0.02% | +10.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $132,169 | +78.0% | 1,214 | +51.8% | 0.02% | +50.0% |
| SPTI | New | SPDR SER TRportfli intrmdit | $125,042 | – | 4,420 | +100.0% | 0.02% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $122,322 | +10.6% | 886 | +7.5% | 0.02% | -4.8% |
| WEC | New | WEC ENERGY GROUP INC | $119,389 | – | 1,353 | +100.0% | 0.02% | – |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $115,899 | +22.6% | 1,611 | +0.1% | 0.02% | +5.6% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $111,087 | +1.6% | 2,092 | +0.1% | 0.02% | -14.3% |
| ES | Buy | EVERSOURCE ENERGY | $108,300 | -8.7% | 1,527 | +0.7% | 0.02% | -21.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $103,431 | +11.8% | 2,116 | +11.9% | 0.02% | -5.6% |
| CFG | Buy | CITIZENS FINL GROUP INC | $103,668 | +38.9% | 3,975 | +61.8% | 0.02% | +21.4% |
| VMW | Buy | VMWARE INC | $103,336 | +16.4% | 719 | +1.1% | 0.02% | 0.0% |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $106,472 | – | 1,548 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $102,118 | +2.3% | 1,138 | +10.1% | 0.02% | -10.5% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $106,004 | +4.4% | 939 | +5.6% | 0.02% | -10.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $100,904 | +1.6% | 1,824 | +0.3% | 0.02% | -15.8% |
| SQ | Buy | BLOCK INCcl a | $101,653 | +12.0% | 1,527 | +15.5% | 0.02% | -5.9% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $95,087 | +0.6% | 1,519 | +0.4% | 0.02% | -16.7% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $91,877 | +1193.7% | 199 | +895.0% | 0.02% | +1400.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $91,420 | +1000.4% | 602 | +994.5% | 0.02% | +650.0% |
| WELL | Buy | WELLTOWER INC | $90,321 | +13.7% | 1,117 | +0.8% | 0.02% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP | $87,647 | +414.1% | 747 | +512.3% | 0.01% | +366.7% |
| PLUG | Buy | PLUG POWER INC | $82,705 | -11.1% | 7,960 | +0.3% | 0.01% | -27.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $78,928 | +3.5% | 230 | +0.4% | 0.01% | -13.3% |
| IXC | Buy | ISHARES TRglobal energ etf | $80,433 | +8.1% | 2,161 | +9.7% | 0.01% | -7.1% |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $81,500 | +4.5% | 1,731 | +0.1% | 0.01% | -13.3% |
| OFG | New | OFG BANCORP | $82,439 | – | 3,161 | +100.0% | 0.01% | – |
| CNP | New | CENTERPOINT ENERGY INC | $73,750 | – | 2,530 | +100.0% | 0.01% | – |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $71,407 | +4.6% | 667 | +0.5% | 0.01% | -7.7% |
| MFM | New | MFS MUN INCOME TRsh ben int | $75,480 | – | 14,800 | +100.0% | 0.01% | – |
| OGN | Buy | ORGANON & CO | $75,086 | -11.5% | 3,608 | +0.0% | 0.01% | -25.0% |
| WBS | New | WEBSTER FINL CORP | $73,651 | – | 1,951 | +100.0% | 0.01% | – |
| XYL | Buy | XYLEM INC | $71,965 | +24.5% | 639 | +15.8% | 0.01% | +9.1% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $65,539 | – | 910 | +100.0% | 0.01% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $69,171 | +46.2% | 1,455 | +7.4% | 0.01% | +22.2% |
| CPRI | Buy | CAPRI HOLDINGS LIMITED | $64,782 | -3.7% | 1,805 | +26.1% | 0.01% | -15.4% |
| LBAI | Buy | LAKELAND BANCORP INC | $67,630 | -13.4% | 5,051 | +1.2% | 0.01% | -26.7% |
| ETR | New | ENTERGY CORP NEW | $68,354 | – | 702 | +100.0% | 0.01% | – |
| USTB | New | VICTORY PORTFOLIOS IIshort trm bd etf | $67,162 | – | 1,374 | +100.0% | 0.01% | – |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $66,029 | -7.9% | 955 | +1.1% | 0.01% | -21.4% |
| AMAT | Buy | APPLIED MATLS INC | $66,489 | +32.0% | 460 | +12.2% | 0.01% | +10.0% |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $62,671 | – | 5,262 | +100.0% | 0.01% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $62,858 | – | 839 | +100.0% | 0.01% | – |
| UGI | Buy | UGI CORP NEW | $60,711 | -22.0% | 2,251 | +0.6% | 0.01% | -33.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $58,958 | +41.4% | 304 | +49.0% | 0.01% | +25.0% |
| BNS | Buy | BANK NOVA SCOTIA HALIFAX | $60,729 | -0.5% | 1,214 | +0.2% | 0.01% | -16.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $62,002 | +62.4% | 635 | +47.7% | 0.01% | +42.9% |
| CSX | Buy | CSX CORP | $63,750 | +14.1% | 1,869 | +0.2% | 0.01% | -9.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $56,482 | +130.7% | 3,280 | +134.6% | 0.01% | +80.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $57,703 | +21.1% | 379 | +109.4% | 0.01% | 0.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $51,680 | +2.6% | 695 | +0.3% | 0.01% | -20.0% |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $50,351 | – | 615 | +100.0% | 0.01% | – |
| IQI | New | INVESCO QUALITY MUN INCOME T | $47,638 | – | 4,983 | +100.0% | 0.01% | – |
| DKS | New | DICKS SPORTING GOODS INC | $52,216 | – | 395 | +100.0% | 0.01% | – |
| O | Buy | REALTY INCOME CORP | $46,115 | +97.4% | 771 | +108.9% | 0.01% | +75.0% |
| PDT | New | HANCOCK JOHN PREM DIVID FD | $42,067 | – | 3,571 | +100.0% | 0.01% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $46,170 | +7.2% | 684 | +6.2% | 0.01% | -12.5% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $44,528 | +126.6% | 3,951 | +131.9% | 0.01% | +75.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $42,417 | +8.1% | 435 | +0.2% | 0.01% | 0.0% |
| NTR | Buy | NUTRIEN LTD | $45,608 | -19.6% | 772 | +0.4% | 0.01% | -36.4% |
| SIG | New | SIGNET JEWELERS LIMITED | $42,093 | – | 645 | +100.0% | 0.01% | – |
| AEE | New | AMEREN CORP | $36,425 | – | 446 | +100.0% | 0.01% | – |
| DHR | Buy | DANAHER CORPORATION | $36,720 | -0.9% | 153 | +4.1% | 0.01% | -14.3% |
| HXL | New | HEXCEL CORP NEW | $35,122 | – | 462 | +100.0% | 0.01% | – |
| GOLD | Buy | BARRICK GOLD CORP | $40,040 | +16.7% | 2,365 | +28.0% | 0.01% | -14.3% |
| DVN | Buy | DEVON ENERGY CORP NEW | $36,981 | +3.6% | 765 | +8.5% | 0.01% | -14.3% |
| DBE | New | INVESCO DB MULTI-SECTOR COMMenergy fd | $38,504 | – | 1,945 | +100.0% | 0.01% | – |
| WYNN | Buy | WYNN RESORTS LTD | $39,604 | +57.3% | 375 | +66.7% | 0.01% | +20.0% |
| OIA | New | INVESCO MUNI INCOME OPP TRST | $39,144 | – | 6,273 | +100.0% | 0.01% | – |
| Buy | HALEON PLCspon ads | $34,727 | +26.9% | 4,144 | +23.3% | 0.01% | +20.0% | |
| IDRV | Buy | ISHARES TRself drivng ev | $28,643 | +7.9% | 700 | +1.2% | 0.01% | 0.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $27,906 | +8.9% | 1,675 | +1.2% | 0.01% | 0.0% | |
| MRNA | Buy | MODERNA INC | $33,048 | -3.1% | 272 | +22.5% | 0.01% | -16.7% |
| AA | New | ALCOA CORP | $32,234 | – | 950 | +100.0% | 0.01% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $31,397 | +264.4% | 305 | +276.5% | 0.01% | +150.0% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $28,638 | -9.7% | 663 | +0.8% | 0.01% | -16.7% |
| LW | New | LAMB WESTON HLDGS INC | $31,612 | – | 275 | +100.0% | 0.01% | – |
| HAL | Buy | HALLIBURTON CO | $32,323 | +4.6% | 980 | +0.3% | 0.01% | -16.7% |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $25,078 | – | 61 | +100.0% | 0.00% | – |
| TSCO | Buy | TRACTOR SUPPLY CO | $22,553 | +4688.3% | 102 | +5000.0% | 0.00% | – |
| New | KENVUE INC | $26,420 | – | 1,000 | +100.0% | 0.00% | – | |
| Buy | WARNER BROS DISCOVERY INC | $27,363 | -3.0% | 2,182 | +16.8% | 0.00% | -20.0% | |
| SAN | Buy | BANCO SANTANDER S.A.adr | $22,410 | +1.2% | 6,040 | +0.7% | 0.00% | 0.0% |
| SYF | New | SYNCHRONY FINANCIAL | $27,136 | – | 800 | +100.0% | 0.00% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $20,575 | +18.5% | 127 | +16.5% | 0.00% | 0.0% |
| EVG | New | EATON VANCE SHORT DURATION D | $16,579 | – | 1,690 | +100.0% | 0.00% | – |
| EVV | New | EATON VANCE LTD DURATION INC | $15,912 | – | 1,700 | +100.0% | 0.00% | – |
| EIM | New | EATON VANCE MUN BD FD | $17,891 | – | 1,798 | +100.0% | 0.00% | – |
| PGR | Buy | PROGRESSIVE CORP | $16,679 | +15.4% | 126 | +24.8% | 0.00% | 0.0% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $16,717 | -11.5% | 1,769 | +3.4% | 0.00% | -25.0% |
| PDI | New | PIMCO DYNAMIC INCOME FD | $15,750 | – | 840 | +100.0% | 0.00% | – |
| ARGX | New | ARGENX SEsponsored adr | $19,487 | – | 50 | +100.0% | 0.00% | – |
| DEN | New | DENBURY INC | $10,783 | – | 125 | +100.0% | 0.00% | – |
| EMN | Buy | EASTMAN CHEM CO | $12,388 | +0.2% | 148 | +0.7% | 0.00% | 0.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $13,885 | +67.0% | 184 | +60.0% | 0.00% | 0.0% |
| EXI | New | ISHARES TRglob indstrl etf | $13,108 | – | 109 | +100.0% | 0.00% | – |
| HPQ | Buy | HP INC | $14,868 | +9.2% | 484 | +4.3% | 0.00% | -33.3% |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $10,324 | – | 40 | +100.0% | 0.00% | – |
| KEY | Buy | KEYCORP | $11,789 | -25.9% | 1,276 | +0.5% | 0.00% | -33.3% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $11,464 | – | 12 | +100.0% | 0.00% | – |
| TPX | New | TEMPUR SEALY INTL INC | $10,819 | – | 270 | +100.0% | 0.00% | – |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $14,140 | – | 2,800 | +100.0% | 0.00% | – |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $11,707 | +1283.8% | 1,071 | +1309.2% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $9,369 | – | 51 | +100.0% | 0.00% | – |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $11,046 | +19.8% | 175 | +16.7% | 0.00% | 0.0% |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $15,126 | – | 1,022 | +100.0% | 0.00% | – |
| S | New | SENTINELONE INCcl a | $10,570 | – | 700 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCcl a | $11,658 | – | 150 | +100.0% | 0.00% | – |
| AOM | Buy | ISHARES TRmodert alloc etf | $3,748 | +1.9% | 93 | +1.1% | 0.00% | 0.0% |
| MXI | New | ISHARES TRglobal mater etf | $4,911 | – | 60 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $6,216 | – | 270 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $3,462 | – | 40 | +100.0% | 0.00% | – |
| GCOW | New | PACER FDS TRglobl cash etf | $6,863 | – | 207 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $3,901 | – | 10 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $4,009 | – | 43 | +100.0% | 0.00% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $7,209 | – | 300 | +100.0% | 0.00% | – |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $3,348 | +4.0% | 47 | +2.2% | 0.00% | 0.0% |
| FFBC | New | FIRST FINL BANCORP OH | $4,191 | – | 205 | +100.0% | 0.00% | – |
| ODP | New | THE ODP CORP | $3,652 | – | 78 | +100.0% | 0.00% | – |
| KMPR | New | KEMPER CORP | $3,379 | – | 70 | +100.0% | 0.00% | – |
| CW | New | CURTISS WRIGHT CORP | $6,612 | – | 36 | +100.0% | 0.00% | – |
| New | CRANE NXT CO | $4,685 | – | 83 | +100.0% | 0.00% | – | |
| USO | New | UNITED STS OIL FD LPunits | $4,131 | – | 65 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $5,046 | – | 1,092 | +100.0% | 0.00% | – |
| COIN | Buy | COINBASE GLOBAL INC | $3,936 | +288.2% | 55 | +266.7% | 0.00% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $4,087 | – | 50 | +100.0% | 0.00% | – |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $4,190 | – | 250 | +100.0% | 0.00% | – |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $8,027 | +327.7% | 58 | +314.3% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $2,380 | – | 44 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $467 | – | 5 | +100.0% | 0.00% | – |
| DCOM | New | DIME CMNTY BANCSHARES INC | $2,116 | – | 120 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $3,007 | – | 129 | +100.0% | 0.00% | – | |
| BBY | New | BEST BUY INC | $1,639 | – | 20 | +100.0% | 0.00% | – |
| JNPR | Buy | JUNIPER NETWORKS INC | $1,052 | +30.5% | 34 | +47.8% | 0.00% | – |
| VEC | New | V2X INC | $199 | – | 4 | +100.0% | 0.00% | – |
| IAT | New | ISHARES TRus regnl bks etf | $136 | – | 4 | +100.0% | 0.00% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $98 | – | 1 | +100.0% | 0.00% | – |
| TD | New | TORONTO DOMINION BK ONT | $1,861 | – | 30 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $54 | +107.7% | 2 | +100.0% | 0.00% | – |
| TEF | New | TELEFONICA S Asponsored adr | $69 | – | 17 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $1,953 | – | 30 | +100.0% | 0.00% | – |
| BGSF | New | BGSF INC | $1,916 | – | 201 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,208 | – | 13 | +100.0% | 0.00% | – |
| FIGS | New | FIGS INCcl a | $1,654 | – | 200 | +100.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $2,740 | – | 57 | +100.0% | 0.00% | – |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $804 | – | 19 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $346 | – | 11 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $758 | +89.5% | 45 | +80.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $2,329 | – | 16 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $892 | – | 53 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $486 | – | 45 | +100.0% | 0.00% | – |
| HIO | New | WESTERN ASSET HIGH INCOME OP | $2,208 | – | 584 | +100.0% | 0.00% | – |
| New | WHEELS UP EXPERIENCE INC | $59 | – | 50 | +100.0% | 0.00% | – | |
| SRVR | New | PACER FDS TRdata and infrast | $176 | – | 6 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $1,368 | – | 22 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $160 | – | 14 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $903 | – | 217 | +100.0% | 0.00% | – |
| ARGO | New | ARGO GROUP INTL HLDGS LTD | $682 | – | 23 | +100.0% | 0.00% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $1,688 | – | 25 | +100.0% | 0.00% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $1,705 | – | 31 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $2,864 | – | 150 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACATIONS WORLDWIDE | $491 | – | 4 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $2,652 | – | 106 | +100.0% | 0.00% | – |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $1,484 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 41 | Q2 2023 | 20.3% |
| SPDR SER TR | 41 | Q2 2023 | 6.3% |
| VANGUARD WHITEHALL FDS INC | 41 | Q2 2023 | 6.8% |
| WEST PHARMACEUTICAL SVSC INC | 41 | Q2 2023 | 4.3% |
| VANGUARD INDEX FDS | 41 | Q2 2023 | 3.7% |
| VANGUARD SPECIALIZED PORTFOL | 41 | Q2 2023 | 5.1% |
| VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2023 | 5.6% |
| APPLE INC | 41 | Q2 2023 | 4.3% |
| EXXON MOBIL CORP | 41 | Q2 2023 | 4.3% |
| JOHNSON & JOHNSON | 41 | Q2 2023 | 2.8% |
View Kistler-Tiffany Companies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-07 |
View Kistler-Tiffany Companies, LLC'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.