$3.08 Billion is the total value of Gradient Investments LLC's 1214 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 17.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,157,000 | +20.5% | 3 | 0.0% | 0.04% | -7.3% | |
THG | HANOVER INS GROUP INC | $573,000 | +39.1% | 4,426 | 0.0% | 0.02% | +11.8% | |
K | KELLOGG CO | $429,000 | -2.1% | 6,784 | 0.0% | 0.01% | -26.3% | |
CLGX | CORELOGIC INC | $244,000 | +17.3% | 3,077 | 0.0% | 0.01% | -11.1% | |
ROK | ROCKWELL AUTOMATION INC | $261,000 | +20.3% | 984 | 0.0% | 0.01% | -11.1% | |
WTFC | WINTRUST FINL CORP | $224,000 | +89.8% | 2,955 | 0.0% | 0.01% | +40.0% | |
LTC | LTC PPTYS INC | $225,000 | +19.7% | 5,398 | 0.0% | 0.01% | -12.5% | |
BSRR | SIERRA BANCORP | $222,000 | +59.7% | 8,274 | 0.0% | 0.01% | +16.7% | |
SHOP | SHOPIFY INCcl a | $188,000 | +8.0% | 170 | 0.0% | 0.01% | -14.3% | |
CAR | AVIS BUDGET GROUP | $194,000 | +177.1% | 2,668 | 0.0% | 0.01% | +100.0% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $198,000 | +30.3% | 6,178 | 0.0% | 0.01% | 0.0% | |
NKE | NIKE INCcl b | $186,000 | +6.3% | 1,397 | 0.0% | 0.01% | -14.3% | |
BE | BLOOM ENERGY CORP | $158,000 | +50.5% | 5,859 | 0.0% | 0.01% | +25.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $144,000 | +21.0% | 500 | 0.0% | 0.01% | 0.0% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $140,000 | +2.2% | 872 | 0.0% | 0.01% | -16.7% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $155,000 | +32.5% | 850 | 0.0% | 0.01% | 0.0% | |
WDFC | WD-40 CO | $153,000 | +61.1% | 500 | 0.0% | 0.01% | +25.0% | |
PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $149,000 | +28.4% | 6,631 | 0.0% | 0.01% | 0.0% | |
CVBF | CVB FINL CORP | $151,000 | +32.5% | 6,834 | 0.0% | 0.01% | 0.0% | |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $117,000 | +11.4% | 3,396 | 0.0% | 0.00% | 0.0% | |
CLX | CLOROX CO DEL | $116,000 | -7.9% | 600 | 0.0% | 0.00% | -20.0% | |
GNL | GLOBAL NET LEASE INC | $130,000 | +13.0% | 7,206 | 0.0% | 0.00% | -20.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $116,000 | +39.8% | 244 | 0.0% | 0.00% | 0.0% | |
GSIE | GOLDMAN SACHS ETF TRactivebeta int | $118,000 | +18.0% | 3,557 | 0.0% | 0.00% | 0.0% | |
MINC | ADVISORSHARES TRnewflt mulsinc | $122,000 | 0.0% | 2,507 | 0.0% | 0.00% | -20.0% | |
IWY | ISHARES TRrus tp200 gr etf | $121,000 | +11.0% | 896 | 0.0% | 0.00% | -20.0% | |
XBI | SPDR SER TRs&p biotech | $109,000 | +22.5% | 800 | 0.0% | 0.00% | 0.0% | |
BLL | BALL CORP | $137,000 | +2.2% | 1,611 | 0.0% | 0.00% | -33.3% | |
FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $108,000 | +30.1% | 3,504 | 0.0% | 0.00% | 0.0% | |
DDOG | DATADOG INC | $125,000 | -18.3% | 1,500 | 0.0% | 0.00% | -33.3% | |
YORW | YORK WTR CO | $114,000 | +15.2% | 2,334 | 0.0% | 0.00% | 0.0% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $96,000 | +12.9% | 738 | 0.0% | 0.00% | -25.0% | |
SWK | STANLEY BLACK & DECKER INC | $80,000 | +23.1% | 400 | 0.0% | 0.00% | 0.0% | |
TKR | TIMKEN CO | $87,000 | +50.0% | 1,070 | 0.0% | 0.00% | +50.0% | |
EVRI | EVERI HLDGS INC | $85,000 | +70.0% | 6,000 | 0.0% | 0.00% | +50.0% | |
LNT | ALLIANT ENERGY CORP | $83,000 | +5.1% | 1,533 | 0.0% | 0.00% | 0.0% | |
WH | WYNDHAM HOTELS & RESORTS INC | $93,000 | +38.8% | 1,336 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $89,000 | +12.7% | 1,497 | 0.0% | 0.00% | 0.0% | |
ADT | ADT INC DEL | $51,000 | +4.1% | 5,985 | 0.0% | 0.00% | 0.0% | |
OZK | BANK OZK | $62,000 | +93.8% | 1,522 | 0.0% | 0.00% | +100.0% | |
BAX | BAXTER INTL INC | $54,000 | +5.9% | 639 | 0.0% | 0.00% | 0.0% | |
CERN | CERNER CORP | $59,000 | 0.0% | 816 | 0.0% | 0.00% | -33.3% | |
FTGC | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $48,000 | +23.1% | 2,281 | 0.0% | 0.00% | 0.0% | |
GOF | GUGGENHEIM STRATEGIC OPPORTU | $71,000 | +18.3% | 3,400 | 0.0% | 0.00% | -33.3% | |
HUM | HUMANA INC | $50,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORP | $54,000 | +31.7% | 1,868 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $49,000 | +25.6% | 100 | 0.0% | 0.00% | 0.0% | |
PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $52,000 | +13.0% | 1,512 | 0.0% | 0.00% | 0.0% | |
IWX | ISHARES TRrus tp200 vl etf | $58,000 | +23.4% | 913 | 0.0% | 0.00% | 0.0% | |
JVAL | J P MORGAN EXCHANGE-TRADED Fus value factr | $66,000 | +34.7% | 1,934 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INCspon adr cl a | $51,000 | +8.5% | 600 | 0.0% | 0.00% | 0.0% | |
LAD | LITHIA MTRS INCcl a | $70,000 | +70.7% | 180 | 0.0% | 0.00% | 0.0% | |
NTNX | NUTANIX INCcl a | $66,000 | +20.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $65,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
VYM | VANGUARD WHITEHALL FDShigh div yld | $55,000 | +25.0% | 540 | 0.0% | 0.00% | 0.0% | |
ACN | ACCENTURE PLC IRELAND | $76,000 | +22.6% | 276 | 0.0% | 0.00% | -33.3% | |
OKTA | OKTA INCcl a | $22,000 | +4.8% | 100 | 0.0% | 0.00% | 0.0% | |
IIPR | INNOVATIVE INDL PPTYS INC | $18,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
IGOV | ISHARES TRintl trea bd etf | $25,000 | 0.0% | 474 | 0.0% | 0.00% | 0.0% | |
MATX | MATSON INC | $39,000 | +69.6% | 579 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $20,000 | +66.7% | 100 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP | $40,000 | +25.0% | 3,427 | 0.0% | 0.00% | 0.0% | |
DSL | DOUBLELINE INCOME SOLUTIONS | $16,000 | +14.3% | 900 | 0.0% | 0.00% | 0.0% | |
VFMV | VANGUARD WELLINGTON FDus minimum | $19,000 | +18.8% | 200 | 0.0% | 0.00% | 0.0% | |
VFMO | VANGUARD WELLINGTON FDus momentum | $31,000 | +29.2% | 250 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $26,000 | +30.0% | 135 | 0.0% | 0.00% | 0.0% | |
SHM | SPDR SER TRnuveen blmbrg sr | $45,000 | 0.0% | 900 | 0.0% | 0.00% | -50.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $16,000 | +14.3% | 281 | 0.0% | 0.00% | 0.0% | |
VGT | VANGUARD WORLD FDSinf tech etf | $16,000 | +14.3% | 44 | 0.0% | 0.00% | 0.0% | |
MXF | MEXICO FD INC | $44,000 | +37.5% | 3,080 | 0.0% | 0.00% | 0.0% | |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $16,000 | 0.0% | 256 | 0.0% | 0.00% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $35,000 | +34.6% | 1,229 | 0.0% | 0.00% | 0.0% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $35,000 | +20.7% | 364 | 0.0% | 0.00% | 0.0% | |
DFEN | DIREXION SHS ETF TRdly aerospc 3x | $37,000 | +105.6% | 1,724 | 0.0% | 0.00% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $20,000 | +33.3% | 143 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $26,000 | +30.0% | 485 | 0.0% | 0.00% | 0.0% | |
GOOD | GLADSTONE COMMERCIAL CORP | $29,000 | +16.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
FAS | DIREXION SHS ETF TRdly fin bull new | $23,000 | +155.6% | 257 | 0.0% | 0.00% | – | |
AEL | AMERICAN EQTY INVT LIFE HLD | $16,000 | +45.5% | 514 | 0.0% | 0.00% | – | |
ISRG | INTUITIVE SURGICAL INC | $17,000 | +6.2% | 23 | 0.0% | 0.00% | 0.0% | |
AMOV | AMERICA MOVIL SAB DE CVsponsored adr | $33,000 | +10.0% | 2,400 | 0.0% | 0.00% | 0.0% | |
TCPC | BLACKROCK TCP CAPITAL CORP | $28,000 | +40.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
MUJ | BLACKROCK MUNIHLDGS NJ QLTY | $28,000 | +7.7% | 1,888 | 0.0% | 0.00% | 0.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $22,000 | +29.4% | 503 | 0.0% | 0.00% | 0.0% | |
ALNY | ALNYLAM PHARMACEUTICALS INC | $16,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
AOS | SMITH A O CORP | $29,000 | +26.1% | 432 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD | $44,000 | +83.3% | 5,200 | 0.0% | 0.00% | 0.0% | |
WELL | WELLTOWER INC | $37,000 | +32.1% | 517 | 0.0% | 0.00% | 0.0% | |
KSS | KOHLS CORP | $27,000 | +200.0% | 461 | 0.0% | 0.00% | – | |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $16,000 | +6.7% | 756 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $40,000 | +33.3% | 1,009 | 0.0% | 0.00% | 0.0% | |
SR | SPIRE INC | $33,000 | +43.5% | 440 | 0.0% | 0.00% | 0.0% | |
TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $17,000 | +21.4% | 313 | 0.0% | 0.00% | 0.0% | |
REGL | PROSHARES TRs&p mdcp 400 div | $28,000 | +33.3% | 396 | 0.0% | 0.00% | 0.0% | |
CGNX | COGNEX CORP | $33,000 | +26.9% | 400 | 0.0% | 0.00% | 0.0% | |
EFAD | PROSHARES TRmsci eafe divd | $22,000 | +10.0% | 517 | 0.0% | 0.00% | 0.0% | |
NOBL | PROSHARES TRs&p 500 dv arist | $46,000 | +21.1% | 530 | 0.0% | 0.00% | -50.0% | |
IHDG | WISDOMTREE TRitl hdg qtly div | $21,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $16,000 | +60.0% | 1,015 | 0.0% | 0.00% | – | |
WOR | WORTHINGTON INDS INC | $39,000 | +62.5% | 585 | 0.0% | 0.00% | 0.0% | |
BANR | BANNER CORP | $36,000 | +63.6% | 675 | 0.0% | 0.00% | 0.0% | |
PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $17,000 | +21.4% | 261 | 0.0% | 0.00% | 0.0% | |
NEOG | NEOGEN CORP | $30,000 | +15.4% | 337 | 0.0% | 0.00% | 0.0% | |
XHR | XENIA HOTELS & RESORTS INC | $35,000 | +118.8% | 1,814 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% | |
THQ | TEKLA HEALTHCARE OPPORTUNITI | $22,000 | +22.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $41,000 | +10.8% | 775 | 0.0% | 0.00% | -50.0% | |
FULT | FULTON FINL CORP PA | $23,000 | +76.9% | 1,372 | 0.0% | 0.00% | 0.0% | |
NEXT | NEXTDECADE CORP | $27,000 | -10.0% | 10,029 | 0.0% | 0.00% | 0.0% | |
FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $22,000 | +15.8% | 308 | 0.0% | 0.00% | 0.0% | |
MRVL | MARVELL TECHNOLOGY GROUP LTDord | $26,000 | +23.8% | 525 | 0.0% | 0.00% | 0.0% | |
EXP | EAGLE MATLS INC | $27,000 | +58.8% | 200 | 0.0% | 0.00% | 0.0% | |
HTLF | HEARTLAND FINL USA INC | $33,000 | +65.0% | 653 | 0.0% | 0.00% | 0.0% | |
ILMN | ILLUMINA INC | $19,000 | +26.7% | 50 | 0.0% | 0.00% | 0.0% | |
OEC | ORION ENGINEERED CARBONS S A | $20,000 | +53.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
MGEE | MGE ENERGY INC | $22,000 | +10.0% | 312 | 0.0% | 0.00% | 0.0% | |
CLB | CORE LABORATORIES N V | $35,000 | +94.4% | 1,200 | 0.0% | 0.00% | 0.0% | |
STNG | SCORPIO TANKERS INC | $46,000 | +64.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
EPP | ISHARES INCmsci pac jp etf | $21,000 | +23.5% | 410 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $33,000 | +65.0% | 1,027 | 0.0% | 0.00% | 0.0% | |
IYR | ISHARES TRu.s. real es etf | $37,000 | +15.6% | 400 | 0.0% | 0.00% | 0.0% | |
HDB | HDFC BANK LTDsponsored ads | $27,000 | +50.0% | 352 | 0.0% | 0.00% | 0.0% | |
OGS | ONE GAS INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
ORAN | ORANGEsponsored adr | $4,000 | +33.3% | 325 | 0.0% | 0.00% | – | |
OVV | OVINTIV INC | $2,000 | +100.0% | 80 | 0.0% | 0.00% | – | |
CMT | CORE MOLDING TECHNOLOGIES IN | $11,000 | +37.5% | 941 | 0.0% | 0.00% | – | |
PPG | PPG INDS INC | $5,000 | +25.0% | 36 | 0.0% | 0.00% | – | |
PACB | PACIFIC BIOSCIENCES CALIF IN | $2,000 | +100.0% | 60 | 0.0% | 0.00% | – | |
CPRT | COPART INC | $0 | – | 2 | 0.0% | 0.00% | – | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $10,000 | +150.0% | 444 | 0.0% | 0.00% | – | |
CLR | CONTINENTAL RES INC | $0 | – | 10 | 0.0% | 0.00% | – | |
PRTY | PARTY CITY HOLDCO INC | $15,000 | +114.3% | 2,500 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC | $1,000 | – | 109 | 0.0% | 0.00% | – | |
PEI | PENNSYLVANIA REAL ESTATE INVsh ben int | $4,000 | +300.0% | 2,000 | 0.0% | 0.00% | – | |
PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $6,000 | +20.0% | 700 | 0.0% | 0.00% | – | |
CIG | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $1,000 | 0.0% | 520 | 0.0% | 0.00% | – | |
CXP | COLUMBIA PPTY TR INC | $2,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
PDM | PIEDMONT OFFICE REALTY TR IN | $2,000 | 0.0% | 123 | 0.0% | 0.00% | – | |
ECON | COLUMBIA ETF TR IIemrg markets etf | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
STPZ | PIMCO ETF TR1-5 us tip idx | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
PHD | PIONEER FLOATING RATE TR | $2,000 | 0.0% | 157 | 0.0% | 0.00% | – | |
PBI | PITNEY BOWES INC | $0 | – | 5 | 0.0% | 0.00% | – | |
UTF | COHEN & STEERS INFRASTRUCTUR | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
TBT | PROSHARES TR | $0 | – | 17 | 0.0% | 0.00% | – | |
DOG | PROSHARES TR | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
CNSP | CNS PHARMACEUTICALS INC | $0 | – | 200 | 0.0% | 0.00% | – | |
SRS | PROSHARES TRultsht real est | $0 | – | 2 | 0.0% | 0.00% | – | |
NET | CLOUDFLARE INC | $14,000 | +75.0% | 200 | 0.0% | 0.00% | – | |
CLSK | CLEANSPARK INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
PSTG | PURE STORAGE INCcl a | $1,000 | – | 31 | 0.0% | 0.00% | – | |
RL | RALPH LAUREN CORPcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
UTG | REAVES UTIL INCOME FD | $12,000 | +9.1% | 353 | 0.0% | 0.00% | – | |
IPO | RENAISSANCE CAP GREENWICH FDipo etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 2 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $0 | – | 16 | 0.0% | 0.00% | – | |
CHE | CHEMED CORP NEW | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
ROKU | ROKU INC | $10,000 | +66.7% | 30 | 0.0% | 0.00% | – | |
ROP | ROPER TECHNOLOGIES INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | 2 | 0.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
CLSN | CELSION CORP | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
CTRE | CARETRUST REIT INC | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $12,000 | +20.0% | 266 | 0.0% | 0.00% | – | |
CAH | CARDINAL HEALTH INC | $8,000 | +33.3% | 134 | 0.0% | 0.00% | – | |
CFFN | CAPITOL FED FINL INC | $13,000 | +44.4% | 1,000 | 0.0% | 0.00% | – | |
CCJ | CAMECO CORP | $7,000 | +75.0% | 400 | 0.0% | 0.00% | – | |
WIP | SPDR SER TRftse int gvt etf | $7,000 | +16.7% | 119 | 0.0% | 0.00% | – | |
CLMT | CALUMET SPECIALTY PRODS PTNRut ltd partner | $1,000 | – | 100 | 0.0% | 0.00% | – | |
XME | SPDR SER TRs&p metals mng | $12,000 | +71.4% | 300 | 0.0% | 0.00% | – | |
CAMP | CALAMP CORP | $10,000 | +66.7% | 900 | 0.0% | 0.00% | – | |
CDK | CDK GLOBAL INC | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
FLRN | SPDR SER TRblomberg brc inv | $3,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
BC | BRUNSWICK CORP | $4,000 | +100.0% | 39 | 0.0% | 0.00% | – | |
SIVB | SVB FINANCIAL GROUP | $0 | – | 1 | 0.0% | 0.00% | – | |
SBRA | SABRA HEALTH CARE REIT INC | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
JOE | ST JOE CO | $0 | – | 3 | 0.0% | 0.00% | – | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $6,000 | +20.0% | 82 | 0.0% | 0.00% | – | |
SCHN | SCHNITZER STEEL INDS INCcl a | $8,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
BKD | BROOKDALE SR LIVING INC | $0 | – | 10 | 0.0% | 0.00% | – | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
BCO | BRINKS CO | $8,000 | +100.0% | 104 | 0.0% | 0.00% | – | |
XLB | SELECT SECTOR SPDR TRsbi materials | $4,000 | +33.3% | 48 | 0.0% | 0.00% | – | |
BGB | BLACKSTONE STRATEGIC CREDIT | $4,000 | +33.3% | 275 | 0.0% | 0.00% | – | |
MYJ | BLACKROCK MUNIYIELD N J FD I | $12,000 | +9.1% | 828 | 0.0% | 0.00% | – | |
MUA | BLACKROCK MUNIASSETS FD INC | $4,000 | +33.3% | 251 | 0.0% | 0.00% | – | |
BLW | BLACKROCK LTD DURATION INC T | $6,000 | +20.0% | 340 | 0.0% | 0.00% | – | |
SDC | SMILEDIRECTCLUB INC | $5,000 | -16.7% | 530 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
SAH | SONIC AUTOMOTIVE INCcl a | $10,000 | +25.0% | 200 | 0.0% | 0.00% | – | |
SNOA | SONOMA PHARMACEUTICALS INC | $0 | – | 31 | 0.0% | 0.00% | – | |
BJRI | BJS RESTAURANTS INC | $15,000 | +114.3% | 250 | 0.0% | 0.00% | – | |
SWN | SOUTHWESTERN ENERGY CO | $0 | – | 39 | 0.0% | 0.00% | – | |
SAVE | SPIRIT AIRLS INC | $5,000 | +150.0% | 135 | 0.0% | 0.00% | – | |
SXI | STANDEX INTL CORP | $10,000 | +66.7% | 102 | 0.0% | 0.00% | – | |
INN | SUMMIT HOTEL PPTYS INC | $2,000 | +100.0% | 157 | 0.0% | 0.00% | – | |
GOLD | BARRICK GOLD CORP | $10,000 | -28.6% | 503 | 0.0% | 0.00% | -100.0% | |
SUP | SUPERIOR INDS INTL INC | $5,000 | +400.0% | 915 | 0.0% | 0.00% | – | |
BKSC | BANK SOUTH CAROLINA CORP | $15,000 | +36.4% | 660 | 0.0% | 0.00% | – | |
SNX | SYNNEX CORP | $7,000 | -22.2% | 61 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL | $1,000 | – | 13 | 0.0% | 0.00% | – | |
BNS | BANK NOVA SCOTIA B C | $1,000 | – | 12 | 0.0% | 0.00% | – | |
BMO | BANK MONTREAL QUE | $6,000 | +50.0% | 66 | 0.0% | 0.00% | – | |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | 0.0% | 478 | 0.0% | 0.00% | – | |
TPR | TAPESTRY INC | $0 | – | 3 | 0.0% | 0.00% | – | |
BOH | BANK HAWAII CORP | $14,000 | +75.0% | 153 | 0.0% | 0.00% | – | |
BLDP | BALLARD PWR SYS INC NEW | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
TU | TELUS CORPORATION | $1,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
TENAX THERAPEUTICS INC | $0 | – | 1 | 0.0% | 0.00% | – | ||
DMF | BNY MELLON MUN INCOME INC | $13,000 | +8.3% | 1,432 | 0.0% | 0.00% | -100.0% | |
LEO | BNY MELLON STRATEGIC MUNS IN | $15,000 | +7.1% | 1,700 | 0.0% | 0.00% | -100.0% | |
BGCP | BGC PARTNERS INCcl a | $1,000 | 0.0% | 275 | 0.0% | 0.00% | – | |
TMST | TIMKENSTEEL CORPORATION | $6,000 | +200.0% | 535 | 0.0% | 0.00% | – | |
TONIX PHARMACEUTICALS HLDG C | $3,000 | +50.0% | 2,000 | 0.0% | 0.00% | – | ||
TR | TOOTSIE ROLL INDS INC | $7,000 | +16.7% | 198 | 0.0% | 0.00% | – | |
TRCH | TORCHLIGHT ENERGY RES INC | $2,000 | – | 1,000 | 0.0% | 0.00% | – | |
TD | TORONTO DOMINION BK ONT | $10,000 | +42.9% | 158 | 0.0% | 0.00% | – | |
AX | AXOS FINANCIAL INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
TDG | TRANSDIGM GROUP INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
ACLS | AXCELIS TECHNOLOGIES INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC | $2,000 | +100.0% | 43 | 0.0% | 0.00% | – | |
TWLO | TWILIO INCcl a | $4,000 | +33.3% | 11 | 0.0% | 0.00% | – | |
TWO | TWO HBRS INVT CORP | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
UMPQ | UMPQUA HLDGS CORP | $2,000 | +100.0% | 109 | 0.0% | 0.00% | – | |
AHT | ASHFORD HOSPITALITY TR INC | $0 | – | 25 | 0.0% | 0.00% | – | |
ASAN | ASANA INCcl a | $5,000 | 0.0% | 172 | 0.0% | 0.00% | – | |
UNG | UNITED STS NAT GAS FD LPunit par | $1,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
ARDC | ARES DYNAMIC CR ALLOCATION F | $5,000 | +25.0% | 327 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION | $0 | – | 9 | 0.0% | 0.00% | – | |
ESPO | VANECK VECTORS ETF TRvideo gaming | $3,000 | +50.0% | 40 | 0.0% | 0.00% | – | |
HYEM | VANECK VECTORS ETF TRemerging mkts hi | $5,000 | 0.0% | 224 | 0.0% | 0.00% | – | |
PFXF | VANECK VECTORS ETF TRpfd secs ex finl | $9,000 | +12.5% | 424 | 0.0% | 0.00% | – | |
APPN | APPIAN CORPcl a | $7,000 | +133.3% | 50 | 0.0% | 0.00% | – | |
MOAT | VANECK VECTORS ETF TRmorningstar wide | $2,000 | +100.0% | 22 | 0.0% | 0.00% | – | |
EMLC | VANECK VECTORS ETF TRjp morgan mkts | $6,000 | 0.0% | 184 | 0.0% | 0.00% | – | |
MAAX | VANECK VECTORS ETF TRmuni alocatn etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
ANTM | ANTHEM INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
ANSS | ANSYS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $15,000 | 0.0% | 193 | 0.0% | 0.00% | -100.0% | |
VDE | VANGUARD WORLD FDSenergy etf | $14,000 | +75.0% | 200 | 0.0% | 0.00% | – | |
VOX | VANGUARD WORLD FDS | $3,000 | +50.0% | 21 | 0.0% | 0.00% | – | |
VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $15,000 | +50.0% | 85 | 0.0% | 0.00% | – | |
VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $8,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
AWR | AMER STATES WTR CO | $13,000 | 0.0% | 174 | 0.0% | 0.00% | -100.0% | |
AIG | AMERICAN INTL GROUP INC | $10,000 | +66.7% | 217 | 0.0% | 0.00% | – | |
AFG | AMERICAN FINL GROUP INC OHIO | $9,000 | +80.0% | 82 | 0.0% | 0.00% | – | |
VRT | VERTIV HOLDINGS CO | $4,000 | +33.3% | 180 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $7,000 | +40.0% | 238 | 0.0% | 0.00% | – | |
ABEV | AMBEV SAsponsored adr | $4,000 | 0.0% | 1,570 | 0.0% | 0.00% | – | |
ZTR | VIRTUS GLOBAL DIVID & INCOME | $8,000 | +14.3% | 859 | 0.0% | 0.00% | – | |
VTGN | VISTAGEN THERAPEUTICS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
VMW | VMWARE INC | $9,000 | +12.5% | 59 | 0.0% | 0.00% | – | |
VUZI | VUZIX CORP | $3,000 | – | 100 | 0.0% | 0.00% | – | |
AYX | ALTERYX INC | $3,000 | -25.0% | 35 | 0.0% | 0.00% | – | |
WPC | WP CAREY INC | $13,000 | +8.3% | 190 | 0.0% | 0.00% | -100.0% | |
ALTG | ALTA EQUIPMENT GROUP INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ALGT | ALLEGIANT TRAVEL CO | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
ALXN | ALEXION PHARMACEUTICALS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
HIX | WESTERN ASSET HIGH INCOME FD | $5,000 | +25.0% | 684 | 0.0% | 0.00% | – | |
WIW | WESTERN ASSET / CLAYMORE INF | $5,000 | +25.0% | 375 | 0.0% | 0.00% | – | |
WBK | WESTPAC BANKING CORPsponsored adr | $1,000 | – | 31 | 0.0% | 0.00% | – | |
WRK | WESTROCK CO | $2,000 | +100.0% | 42 | 0.0% | 0.00% | – | |
WY | WEYERHAEUSER CO MTN BE | $0 | – | 4 | 0.0% | 0.00% | – | |
WPM | WHEATON PRECIOUS METALS CORP | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
WHF | WHITEHORSE FIN INC | $5,000 | +66.7% | 348 | 0.0% | 0.00% | – | |
WLL | WHITING PETE CORP NEW | $0 | – | 2 | 0.0% | 0.00% | – | |
WINT | WINDTREE THERAPEUTICS INC | $0 | – | 23 | 0.0% | 0.00% | – | |
ALEX | ALEXANDER & BALDWIN INC NEW | $8,000 | +33.3% | 500 | 0.0% | 0.00% | – | |
WTMF | WISDOMTREE TRfutre strat fd | $0 | – | 10 | 0.0% | 0.00% | – | |
CEW | WISDOMTREE TRemerg cur str fd | $3,000 | 0.0% | 168 | 0.0% | 0.00% | – | |
DLN | WISDOMTREE TRus largecap divd | $5,000 | +25.0% | 46 | 0.0% | 0.00% | – | |
DTN | WISDOMTREE TRus divid ex fncl | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
EPI | WISDOMTREE TRindia erngs fd | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – | |
EZM | WISDOMTREE TRus midcap fund | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
AA | ALCOA CORP | $0 | – | 11 | 0.0% | 0.00% | – | |
WRAP | WRAP TECHNOLOGIES INC | $6,000 | -14.3% | 1,000 | 0.0% | 0.00% | – | |
ALB | ALBEMARLE CORP | $15,000 | +66.7% | 100 | 0.0% | 0.00% | – | |
WYNN | WYNN RESORTS LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
XLNX | XILINX INC | $12,000 | +20.0% | 93 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
ZNGA | ZYNGA INCcl a | $4,000 | 0.0% | 430 | 0.0% | 0.00% | – | |
YOLO | ADVISORSHARES TRpure cannabis | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
AY | ATLANTICA SUSTAINABLE INFR P | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
BG | BUNGE LIMITED | $4,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
ATNM | ACTINIUM PHARMACEUTICALS INC | $1,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
FRO | FRONTLINE LTD | $1,000 | – | 76 | 0.0% | 0.00% | – | |
LAZ | LAZARD LTD | $2,000 | +100.0% | 42 | 0.0% | 0.00% | – | |
ANF | ABERCROMBIE & FITCH COcl a | $3,000 | +200.0% | 100 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
SFL | SFL CORPORATION LTD | $0 | – | 26 | 0.0% | 0.00% | – | |
ARKK | ARK ETF TRinnovation etf | $14,000 | +40.0% | 114 | 0.0% | 0.00% | – | |
ALC | ALCON AG | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $5,000 | +66.7% | 38 | 0.0% | 0.00% | – | |
AMC | AMC ENTMT HLDGS INC | $1,000 | – | 100 | 0.0% | 0.00% | – | |
IDOG | ALPS ETF TRintl sec dv dog | $10,000 | +25.0% | 350 | 0.0% | 0.00% | – | |
AMLP | ALPS ETF TRalerian mlp | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD | $7,000 | +250.0% | 1,978 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
AES | AES CORP | $1,000 | – | 20 | 0.0% | 0.00% | – | |
YNDX | YANDEX N V | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | – | 10 | 0.0% | 0.00% | – | |
AGNC | AGNC INVT CORP | $14,000 | +16.7% | 860 | 0.0% | 0.00% | -100.0% | |
TNK | TEEKAY TANKERS LTDcl a | $2,000 | +100.0% | 125 | 0.0% | 0.00% | – | |
QAI | INDEXIQ ETF TRhedge mlti etf | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
INSG | INSEEGO CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
GALT | GALECTIN THERAPEUTICS INC | $8,000 | -20.0% | 3,800 | 0.0% | 0.00% | – | |
GDV | GABELLI DIVID & INCOME TR | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – | |
PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $4,000 | +33.3% | 50 | 0.0% | 0.00% | – | |
RYE | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $3,000 | +50.0% | 181 | 0.0% | 0.00% | – | |
BEN | FRANKLIN RESOURCES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $6,000 | +20.0% | 266 | 0.0% | 0.00% | – | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $2,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
FOSL | FOSSIL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
FTNT | FORTINET INC | $14,000 | +55.6% | 77 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $8,000 | +60.0% | 146 | 0.0% | 0.00% | – | |
FVE | FIVE STAR SENIOR LIVING INC | $0 | – | 3 | 0.0% | 0.00% | – | |
HDMV | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $5,000 | +25.0% | 146 | 0.0% | 0.00% | – | |
FEI | FIRST TR MLP & ENERGY INCOM | $1,000 | – | 75 | 0.0% | 0.00% | – | |
FTXO | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $3,000 | +200.0% | 87 | 0.0% | 0.00% | – | |
IONS | IONIS PHARMACEUTICALS INC | $4,000 | 0.0% | 91 | 0.0% | 0.00% | – | |
FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $4,000 | +33.3% | 59 | 0.0% | 0.00% | – | |
FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $4,000 | +33.3% | 151 | 0.0% | 0.00% | – | |
EWZ | ISHARES INCmsci brazil etf | $3,000 | +50.0% | 80 | 0.0% | 0.00% | – | |
EZU | ISHARES INCmsci eurzone etf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
FEP | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $10,000 | +25.0% | 240 | 0.0% | 0.00% | – | |
FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $6,000 | +50.0% | 99 | 0.0% | 0.00% | – | |
IWS | ISHARES TRrus mdcp val etf | $11,000 | +37.5% | 100 | 0.0% | 0.00% | – | |
FDL | FIRST TR MORNINGSTAR DIVID L | $8,000 | +33.3% | 232 | 0.0% | 0.00% | – | |
FNB | F N B CORP | $8,000 | +100.0% | 624 | 0.0% | 0.00% | – | |
FLIR | FLIR SYS INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
IWC | ISHARES TRmicro-cap etf | $5,000 | +66.7% | 34 | 0.0% | 0.00% | – | |
EXPE | EXPEDIA GROUP INC | $3,000 | +200.0% | 15 | 0.0% | 0.00% | – | |
INDA | ISHARES TRmsci india etf | $11,000 | +22.2% | 262 | 0.0% | 0.00% | – | |
COMT | ISHARES U S ETF TRgsci cmdty stgy | $2,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
EWJ | ISHARES INCmsci jpn etf new | $3,000 | +50.0% | 38 | 0.0% | 0.00% | – | |
EXEL | EXELIXIS INC | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
EEFT | EURONET WORLDWIDE INC | $14,000 | +55.6% | 100 | 0.0% | 0.00% | – | |
EWU | ISHARES TRmsci uk etf new | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
REM | ISHARES TRmortge rel etf | $9,000 | +28.6% | 260 | 0.0% | 0.00% | – | |
ERIC | ERICSSONadr b sek 10 | $6,000 | +20.0% | 492 | 0.0% | 0.00% | – | |
AMJ | JPMORGAN CHASE & COalerian ml etn | $0 | – | 21 | 0.0% | 0.00% | – | |
ETR | ENTERGY CORP NEW | $10,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
ENPH | ENPHASE ENERGY INC | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
JEF | JEFFERIES FINL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
ERF | ENERPLUS CORP | $1,000 | – | 100 | 0.0% | 0.00% | – | |
ET | ENERGY TRANSFER LP | $3,000 | +50.0% | 435 | 0.0% | 0.00% | – | |
KWEB | KRANESHARES TRcsi chi internet | $7,000 | +16.7% | 89 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC | $11,000 | +57.1% | 250 | 0.0% | 0.00% | – | |
EFT | EATON VANCE FLTING RATE INC | $3,000 | +50.0% | 188 | 0.0% | 0.00% | – | |
LENB | LENNAR CORPcl b | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
LXP | LEXINGTON REALTY TRUST | $15,000 | 0.0% | 1,395 | 0.0% | 0.00% | -100.0% | |
ASG | LIBERTY ALL-STAR GROWTH FD I | $2,000 | 0.0% | 226 | 0.0% | 0.00% | – | |
LFVN | LIFEVANTAGE CORP | $9,000 | -25.0% | 971 | 0.0% | 0.00% | -100.0% | |
EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
EPR | EPR PPTYS | $4,000 | +33.3% | 94 | 0.0% | 0.00% | – | |
MTEX | MANNATECH INC | $5,000 | +25.0% | 243 | 0.0% | 0.00% | – | |
DS | DRIVE SHACK INC | $0 | – | 127 | 0.0% | 0.00% | – | |
MBII | MARRONE BIO INNOVATIONS INC | $2,000 | +100.0% | 800 | 0.0% | 0.00% | – | |
MMLP | MARTIN MIDSTREAM PRTNRS L Punit l p int | $6,000 | +100.0% | 2,500 | 0.0% | 0.00% | – | |
MTCH | MATCH GROUP INC NEW | $5,000 | +25.0% | 40 | 0.0% | 0.00% | – | |
MAT | MATTEL INC | $0 | – | 13 | 0.0% | 0.00% | – | |
MXIM | MAXIM INTEGRATED PRODS INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
DHC | DIVERSIFIED HEALTHCARE TR | $0 | – | 50 | 0.0% | 0.00% | – | |
DISCA | DISCOVERY INC | $5,000 | +66.7% | 121 | 0.0% | 0.00% | – | |
ERY | DIREXION SHS ETF TRdaily energy bea | $1,000 | -80.0% | 70 | 0.0% | 0.00% | – | |
MAA | MID-AMER APT CMNTYS INC | $13,000 | +30.0% | 90 | 0.0% | 0.00% | – | |
TAP | MOLSON COORS BEVERAGE COcl b | $10,000 | +66.7% | 193 | 0.0% | 0.00% | – | |
MGI | MONEYGRAM INTL INC | $0 | – | 32 | 0.0% | 0.00% | – | |
MNR | MONMOUTH REAL ESTATE INVT COcl a | $3,000 | 0.0% | 186 | 0.0% | 0.00% | – | |
MCO | MOODYS CORP | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
MSI | MOTOROLA SOLUTIONS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
NCR | NCR CORP NEW | $8,000 | +60.0% | 217 | 0.0% | 0.00% | – | |
NGL | NGL ENERGY PARTNERS LP | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
NRG | NRG ENERGY INC | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
DVN | DEVON ENERGY CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
DBI | DESIGNER BRANDS INCcl a | $1,000 | – | 82 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INCcl c | $5,000 | +25.0% | 58 | 0.0% | 0.00% | – | |
NTCO | NATURA &CO HLDG S Aads | $15,000 | -6.2% | 898 | 0.0% | 0.00% | -100.0% | |
NP | NEENAH INC | $0 | – | 5 | 0.0% | 0.00% | – | |
NMFC | NEW MTN FIN CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
NWL | NEWELL BRANDS INC | $4,000 | +33.3% | 150 | 0.0% | 0.00% | – | |
NEP | NEXTERA ENERGY PARTNERS LP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
DHR | DANAHER CORPORATION | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
NFBK | NORTHFIELD BANCORP INC DEL | $14,000 | +75.0% | 902 | 0.0% | 0.00% | – | |
DBEU | DBX ETF TRxtrack msci eurp | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
CELP | CYPRESS ENVIRONMENTL PARTNRltd partner int | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
JQC | NUVEEN CR STRATEGIES INCOME | $9,000 | +12.5% | 1,351 | 0.0% | 0.00% | – | |
CUZ | COUSINS PPTYS INC | $12,000 | +20.0% | 335 | 0.0% | 0.00% | – | |
LIT | GLOBAL X FDSlithium btry etf | $7,000 | +40.0% | 125 | 0.0% | 0.00% | – | |
GSV | GOLD STD VENTURES CORP | $12,000 | -25.0% | 20,000 | 0.0% | 0.00% | -100.0% | |
MLPX | GLOBAL X FDSglb x mlp enrg i | $5,000 | +66.7% | 158 | 0.0% | 0.00% | – | |
GWW | GRAINGER W W INC | $2,000 | +100.0% | 4 | 0.0% | 0.00% | – | |
GH | GUARDANT HEALTH INC | $8,000 | +33.3% | 50 | 0.0% | 0.00% | – | |
HNI | HNI CORP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
HAS | HASBRO INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
HE | HAWAIIAN ELEC INDUSTRIES | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
HP | HELMERICH & PAYNE INC | $0 | – | 11 | 0.0% | 0.00% | – | |
HIW | HIGHWOODS PPTYS INC | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
HMST | HOMESTREET INC | $8,000 | +100.0% | 171 | 0.0% | 0.00% | – | |
HRL | HORMEL FOODS CORP | $8,000 | -11.1% | 175 | 0.0% | 0.00% | – | |
HWM | HOWMET AEROSPACE INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
HII | HUNTINGTON INGALLS INDS INC | $10,000 | +42.9% | 49 | 0.0% | 0.00% | – | |
GEVO | GEVO INC | $0 | – | 1 | 0.0% | 0.00% | – | |
INCY | INCYTE CORP | $13,000 | -7.1% | 154 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 21.0% |
ISHARES TR | 42 | Q3 2023 | 21.1% |
VANGUARD BD INDEX FDS | 42 | Q3 2023 | 7.8% |
ISHARES TR | 42 | Q3 2023 | 4.3% |
ISHARES TR | 42 | Q3 2023 | 6.9% |
SSGA ACTIVE ETF TR | 42 | Q3 2023 | 2.8% |
APPLE INC | 42 | Q3 2023 | 1.9% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.7% |
CHEVRON CORP NEW | 42 | Q3 2023 | 1.0% |
SPDR INDEX SHS FDS | 42 | Q3 2023 | 2.8% |
View Gradient Investments LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-10 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-11 |
13F-HR | 2022-05-26 |
13F-HR | 2022-01-12 |
View Gradient Investments 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.