$3.94 Billion is the total value of Gradient Investments LLC's 1303 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 43.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPAB | Buy | SPDR SER TRportfolio agrgte | $227,457,000 | +2.4% | 7,679,166 | +3.2% | 5.77% | -7.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $189,086,000 | +25.4% | 3,386,810 | +13.4% | 4.79% | +13.5% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $129,753,000 | +44.6% | 2,780,818 | +40.3% | 3.29% | +30.8% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $102,880,000 | +2.7% | 2,254,658 | +3.5% | 2.61% | -7.1% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $98,420,000 | +10.0% | 2,985,133 | +10.3% | 2.50% | -0.5% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $96,152,000 | +66.2% | 1,437,674 | +53.3% | 2.44% | +50.5% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $72,858,000 | +11.5% | 3,585,538 | +12.7% | 1.85% | +0.9% |
| AAPL | Buy | APPLE INC | $71,626,000 | +26.7% | 403,369 | +1.0% | 1.82% | +14.6% |
| REET | Buy | ISHARES TRglobal reit etf | $66,267,000 | +19.1% | 2,164,871 | +6.7% | 1.68% | +7.8% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $59,035,000 | +13.4% | 3,247,254 | +8.9% | 1.50% | +2.6% |
| MSFT | Buy | MICROSOFT CORP | $51,453,000 | +30.4% | 152,987 | +9.3% | 1.30% | +18.0% |
| LVHD | Buy | LEGG MASON ETF INVT TRl vol h div etf | $48,566,000 | +30.9% | 1,212,939 | +17.6% | 1.23% | +18.4% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $48,244,000 | +19.9% | 763,482 | +13.1% | 1.22% | +8.5% |
| MRGR | Buy | PROSHARES TRmerger etf | $46,734,000 | +13.2% | 1,130,276 | +11.9% | 1.18% | +2.4% |
| AMZN | Buy | AMAZON COM INC | $43,547,000 | +9.7% | 13,060 | +8.1% | 1.10% | -0.7% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $42,909,000 | +51597.6% | 217,065 | +47711.7% | 1.09% | +54300.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $41,908,000 | +15.0% | 925,111 | +16.0% | 1.06% | +4.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $39,368,000 | +119.4% | 78,401 | +70.7% | 1.00% | +98.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $36,223,000 | +1.0% | 228,751 | +4.4% | 0.92% | -8.6% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $35,450,000 | +150.0% | 1,106,087 | +152.1% | 0.90% | +126.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $34,893,000 | +29.4% | 213,306 | +10.6% | 0.88% | +17.1% |
| NEE | Buy | NEXTERA ENERGY INC | $32,748,000 | +21.2% | 350,767 | +1.9% | 0.83% | +9.6% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $30,805,000 | +1.3% | 1,326,093 | +1.3% | 0.78% | -8.3% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $30,735,000 | +1.3% | 1,215,311 | +1.4% | 0.78% | -8.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $30,224,000 | +59.4% | 10,445 | +46.9% | 0.77% | +44.3% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $27,623,000 | +137.1% | 325,785 | +121.9% | 0.70% | +114.7% |
| WMT | Buy | WALMART INC | $27,312,000 | +10.4% | 188,759 | +6.3% | 0.69% | -0.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $26,378,000 | +13.1% | 154,194 | +6.8% | 0.67% | +2.5% |
| CVX | Buy | CHEVRON CORP NEW | $26,388,000 | +16.2% | 224,862 | +0.5% | 0.67% | +5.2% |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $23,911,000 | +16.1% | 432,626 | +14.6% | 0.61% | +5.0% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $23,170,000 | +13.6% | 912,911 | +15.2% | 0.59% | +2.8% |
| BAC | Buy | BK OF AMERICA CORP | $23,112,000 | +39.9% | 519,477 | +33.5% | 0.59% | +26.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $21,279,000 | +46.6% | 112,840 | +102.3% | 0.54% | +32.4% |
| BSBE | Buy | INVESCO EXCH TRD SLF IDX FD | $20,945,000 | +0.7% | 821,050 | +1.2% | 0.53% | -8.9% |
| BSCE | Buy | INVESCO EXCH TRD SLF IDX FD | $20,934,000 | +0.5% | 809,194 | +1.4% | 0.53% | -9.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $20,817,000 | +10.5% | 333,878 | +4.8% | 0.53% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $20,517,000 | +5.3% | 394,862 | +9.4% | 0.52% | -4.8% |
| FB | Buy | FACEBOOK INCcl a | $20,073,000 | +27.3% | 59,678 | +28.4% | 0.51% | +15.2% |
| GPN | Buy | GLOBAL PMTS INC | $19,443,000 | +46.6% | 143,830 | +70.9% | 0.49% | +32.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $18,946,000 | +31.5% | 446,004 | +34.4% | 0.48% | +18.8% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG PL | $18,338,000 | +27.6% | 297,266 | +13.2% | 0.46% | +15.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $18,286,000 | +16.3% | 32,843 | +0.1% | 0.46% | +5.5% |
| V | Buy | VISA INC | $17,968,000 | +18.2% | 82,912 | +21.5% | 0.46% | +7.0% |
| MDT | Buy | MEDTRONIC PLC | $17,636,000 | +130.8% | 170,475 | +179.7% | 0.45% | +108.9% |
| SPLK | Buy | SPLUNK INC | $17,337,000 | +22.3% | 149,818 | +52.9% | 0.44% | +10.8% |
| IQV | Buy | IQVIA HLDGS INC | $17,185,000 | +36.3% | 60,909 | +15.7% | 0.44% | +23.5% |
| NFLX | Buy | NETFLIX INC | $16,893,000 | +20.8% | 28,041 | +22.4% | 0.43% | +9.2% |
| NOW | Buy | SERVICENOW INC | $16,584,000 | +24.9% | 25,549 | +19.7% | 0.42% | +12.9% |
| TRU | Buy | TRANSUNION | $15,781,000 | +33.3% | 133,083 | +26.2% | 0.40% | +20.5% |
| XOM | Buy | EXXON MOBIL CORP | $15,319,000 | +6.9% | 250,355 | +2.7% | 0.39% | -3.5% |
| T | Buy | AT&T INC | $15,145,000 | +11.7% | 615,635 | +22.6% | 0.38% | +1.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $14,903,000 | +15.4% | 359,205 | +18.3% | 0.38% | +4.4% |
| DOCU | Buy | DOCUSIGN INC | $14,914,000 | +24.8% | 97,918 | +111.0% | 0.38% | +12.8% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $14,876,000 | +37.8% | 127,101 | +23.1% | 0.38% | +24.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $14,807,000 | +82.5% | 159,354 | +63.4% | 0.38% | +65.2% |
| MCD | Buy | MCDONALDS CORP | $14,743,000 | +12.4% | 54,997 | +1.1% | 0.37% | +1.9% |
| VRNS | Buy | VARONIS SYS INC | $14,557,000 | +28.7% | 298,416 | +60.6% | 0.37% | +16.4% |
| DXCM | Buy | DEXCOM INC | $14,214,000 | +17.4% | 26,471 | +19.6% | 0.36% | +6.2% |
| WTRG | Buy | ESSENTIAL UTILS INC | $14,134,000 | +21.3% | 263,260 | +4.1% | 0.36% | +9.5% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $14,011,000 | +26.2% | 67,120 | +4.8% | 0.36% | +14.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $13,929,000 | +20.9% | 64,986 | +2.7% | 0.35% | +9.3% |
| AMGN | Buy | AMGEN INC | $13,931,000 | +17.3% | 61,922 | +10.9% | 0.35% | +6.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $13,895,000 | +26.8% | 78,560 | +3.6% | 0.35% | +14.7% |
| ATO | Buy | ATMOS ENERGY CORP | $13,893,000 | +24.8% | 132,608 | +5.1% | 0.35% | +12.8% |
| FITB | Buy | FIFTH THIRD BANCORP | $13,811,000 | +2.8% | 317,128 | +0.2% | 0.35% | -6.9% |
| CE | Buy | CELANESE CORP DEL | $13,711,000 | +15.0% | 81,586 | +3.1% | 0.35% | +4.2% |
| SNV | Buy | SYNOVUS FINL CORP | $13,622,000 | +9.7% | 284,572 | +0.5% | 0.34% | -0.9% |
| CI | Buy | CIGNA CORP NEW | $13,561,000 | +24.9% | 59,056 | +8.9% | 0.34% | +13.2% |
| TJX | Buy | TJX COS INC NEW | $13,533,000 | +18187.8% | 178,256 | +15801.5% | 0.34% | +17050.0% |
| CMS | Buy | CMS ENERGY CORP | $13,523,000 | +14.2% | 207,889 | +4.9% | 0.34% | +3.3% |
| ALL | Buy | ALLSTATE CORP | $13,498,000 | +9.1% | 114,727 | +18.1% | 0.34% | -1.4% |
| SYY | Buy | SYSCO CORP | $13,440,000 | +5.0% | 171,104 | +4.9% | 0.34% | -5.0% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $13,336,000 | +17.3% | 277,424 | +5.4% | 0.34% | +6.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $13,236,000 | +18542.3% | 45,250 | +16721.6% | 0.34% | +16700.0% |
| TFC | Buy | TRUIST FINL CORP | $13,126,000 | +2.6% | 224,180 | +2.8% | 0.33% | -7.0% |
| MORT | Buy | VANECK ETF TRUSTmortgage reit | $13,064,000 | -4.2% | 727,422 | +1.5% | 0.33% | -13.4% |
| DRI | Buy | DARDEN RESTAURANTS INC | $13,054,000 | +3.7% | 86,657 | +4.2% | 0.33% | -6.2% |
| ADI | Buy | ANALOG DEVICES INC | $12,756,000 | +6.5% | 72,569 | +1.4% | 0.32% | -3.9% |
| MMM | Buy | 3M CO | $12,531,000 | +12.1% | 70,544 | +10.7% | 0.32% | +1.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $12,341,000 | +2.1% | 57,875 | +5.4% | 0.31% | -7.7% |
| BIZD | Buy | VANECK ETF TRUST | $12,088,000 | +0.6% | 702,373 | +0.2% | 0.31% | -9.2% |
| TGT | Buy | TARGET CORP | $11,758,000 | +2.5% | 50,802 | +1.3% | 0.30% | -7.2% |
| FCT | Buy | FIRST TR SR FLTG RATE INCOME | $11,671,000 | +0.0% | 967,726 | +1.5% | 0.30% | -9.5% |
| LUV | Buy | SOUTHWEST AIRLS CO | $11,583,000 | -0.8% | 270,382 | +19.0% | 0.29% | -10.1% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $11,502,000 | +18.8% | 29,566 | +0.9% | 0.29% | +7.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,139,000 | +10.5% | 37,253 | +0.8% | 0.28% | -0.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $10,899,000 | +21.5% | 16,335 | +4.0% | 0.28% | +10.0% |
| ABT | Buy | ABBOTT LABS | $10,092,000 | +26.5% | 71,707 | +6.2% | 0.26% | +14.3% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $9,848,000 | +0.0% | 458,900 | +1.0% | 0.25% | -9.4% |
| SNAP | Buy | SNAP INCcl a | $9,314,000 | +88.5% | 198,048 | +196.2% | 0.24% | +71.0% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $8,929,000 | -0.0% | 417,447 | +0.6% | 0.23% | -9.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $8,570,000 | +3.8% | 23,850 | +0.4% | 0.22% | -6.1% |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $8,434,000 | +80.5% | 140,173 | +68.0% | 0.21% | +63.4% |
| LCII | Buy | LCI INDS | $7,792,000 | +67.6% | 49,989 | +44.8% | 0.20% | +52.3% |
| MELI | Buy | MERCADOLIBRE INC | $7,747,000 | +130.8% | 5,745 | +187.4% | 0.20% | +108.5% |
| AZEK | New | AZEK CO INCcl a | $7,719,000 | – | 166,927 | +100.0% | 0.20% | – |
| OKTA | Buy | OKTA INCcl a | $7,653,000 | +62.8% | 34,140 | +72.4% | 0.19% | +47.0% |
| LPLA | New | LPL FINL HLDGS INC | $7,619,000 | – | 47,591 | +100.0% | 0.19% | – |
| MS | Buy | MORGAN STANLEY | $7,563,000 | +2355.5% | 77,044 | +2336.6% | 0.19% | +2033.3% |
| BL | Buy | BLACKLINE INC | $7,532,000 | +53.6% | 72,741 | +75.1% | 0.19% | +39.4% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $7,327,000 | +28.3% | 31,025 | +52.3% | 0.19% | +16.2% |
| SPT | Buy | SPROUT SOCIAL INC | $7,197,000 | +36.0% | 79,356 | +82.9% | 0.18% | +23.0% |
| SQ | Buy | SQUARE INCcl a | $6,679,000 | +43.1% | 41,354 | +112.6% | 0.17% | +29.0% |
| FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $6,093,000 | +5.2% | 422,564 | +1.4% | 0.15% | -4.9% |
| IHY | Buy | VANECK ETF TRUSTinternational hi | $5,861,000 | -1.3% | 242,861 | +1.8% | 0.15% | -10.2% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $5,790,000 | +0.9% | 307,671 | +1.6% | 0.15% | -8.7% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $5,617,000 | +1.2% | 160,590 | +2.1% | 0.14% | -8.4% |
| ESML | Buy | ISHARES TResg aware msci | $5,453,000 | +5.2% | 135,246 | +1.8% | 0.14% | -4.8% |
| JUST | Buy | GOLDMAN SACHS ETF TRjust us lrg cp | $3,862,000 | +10.2% | 56,551 | +0.7% | 0.10% | 0.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,639,000 | +10.4% | 1,256 | +1.9% | 0.09% | 0.0% |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $2,426,000 | +1.5% | 78,294 | +2.7% | 0.06% | -7.5% |
| IAU | Buy | ISHARES GOLD TRishares new | $2,193,000 | +7.0% | 63,001 | +2.7% | 0.06% | -1.8% |
| ABBV | Buy | ABBVIE INC | $1,968,000 | +115.1% | 14,537 | +71.3% | 0.05% | +92.3% |
| BA | Buy | BOEING CO | $1,711,000 | -8.2% | 8,498 | +0.3% | 0.04% | -17.3% |
| DIS | Buy | DISNEY WALT CO | $1,372,000 | -3.7% | 8,859 | +5.2% | 0.04% | -12.5% |
| TSLA | Buy | TESLA INC | $1,253,000 | +81.6% | 1,186 | +33.3% | 0.03% | +68.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,229,000 | +71.6% | 15,206 | +57.7% | 0.03% | +55.0% |
| SRE | Buy | SEMPRA | $1,180,000 | +5.8% | 8,921 | +1.2% | 0.03% | -3.2% |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $1,176,000 | -2.1% | 36,425 | +2.7% | 0.03% | -11.8% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $809,000 | +6.9% | 100,885 | +2.3% | 0.02% | 0.0% |
| WFC | Buy | WELLS FARGO CO NEW | $771,000 | +756.7% | 16,071 | +726.3% | 0.02% | +566.7% |
| CAT | Buy | CATERPILLAR INC | $779,000 | +8.2% | 3,767 | +0.4% | 0.02% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $722,000 | +15.5% | 6,884 | +7.5% | 0.02% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $699,000 | +34.4% | 8,653 | +13.1% | 0.02% | +20.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $635,000 | +47.0% | 4,413 | +5.0% | 0.02% | +33.3% |
| NVDA | Buy | NVIDIA CORPORATION | $578,000 | +125.8% | 1,965 | +58.7% | 0.02% | +114.3% |
| DOW | Buy | DOW INC | $591,000 | +10.1% | 10,425 | +11.7% | 0.02% | 0.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $573,000 | -5.9% | 11,384 | +4.6% | 0.02% | -11.8% |
| CRH | New | CRH PLCadr | $576,000 | – | 10,907 | +100.0% | 0.02% | – |
| GRMN | Buy | GARMIN LTD | $513,000 | -1.2% | 3,765 | +12.9% | 0.01% | -13.3% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $506,000 | -1.7% | 153,758 | +8.0% | 0.01% | -7.1% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $524,000 | +1.4% | 9,370 | +0.1% | 0.01% | -7.1% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $520,000 | +1.0% | 8,572 | +1.7% | 0.01% | -7.1% |
| CMA | Buy | COMERICA INC | $470,000 | +9.0% | 5,404 | +0.8% | 0.01% | 0.0% |
| SO | Buy | SOUTHERN CO | $493,000 | +17.7% | 7,189 | +6.3% | 0.01% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $462,000 | +10.5% | 9,740 | +6.2% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $479,000 | +129.2% | 23,066 | +55.9% | 0.01% | +100.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $472,000 | +113.6% | 3,653 | +94.5% | 0.01% | +100.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $468,000 | +9.1% | 12,691 | +31.6% | 0.01% | 0.0% |
| EXC | Buy | EXELON CORP | $492,000 | +22.4% | 8,518 | +2.5% | 0.01% | +9.1% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $437,000 | +7183.3% | 10,058 | +7819.7% | 0.01% | – |
| CSX | Buy | CSX CORP | $410,000 | +28.1% | 10,910 | +1.5% | 0.01% | +11.1% |
| CSCO | Buy | CISCO SYS INC | $412,000 | +58.5% | 6,504 | +36.3% | 0.01% | +42.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $406,000 | +456.2% | 1,946 | +423.1% | 0.01% | +400.0% |
| CTVA | Buy | CORTEVA INC | $400,000 | +23.1% | 8,459 | +9.7% | 0.01% | +11.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $359,000 | +42.5% | 1,120 | +28.9% | 0.01% | +28.6% |
| DTE | Buy | DTE ENERGY CO | $359,000 | +61.0% | 2,999 | +50.0% | 0.01% | +50.0% |
| VLO | Buy | VALERO ENERGY CORP | $360,000 | +16.9% | 4,792 | +9.7% | 0.01% | 0.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $326,000 | +54.5% | 2,218 | +42.5% | 0.01% | +33.3% |
| QCOM | Buy | QUALCOMM INC | $297,000 | +44.2% | 1,622 | +1.8% | 0.01% | +33.3% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $276,000 | +25.5% | 1,545 | +18.9% | 0.01% | +16.7% |
| AZO | Buy | AUTOZONE INC | $283,000 | +132.0% | 135 | +87.5% | 0.01% | +133.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $294,000 | +56.4% | 3,309 | +43.2% | 0.01% | +40.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $278,000 | +29.3% | 5,442 | +27.6% | 0.01% | +16.7% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $282,000 | -1.4% | 6,582 | +0.2% | 0.01% | -12.5% |
| NKE | Buy | NIKE INCcl b | $255,000 | +23.8% | 1,532 | +8.0% | 0.01% | 0.0% |
| VOO | Buy | VANGUARD INDEX FDS | $221,000 | +145.6% | 506 | +122.9% | 0.01% | +100.0% |
| O | Buy | REALTY INCOME CORP | $225,000 | +20.3% | 3,137 | +8.8% | 0.01% | +20.0% |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $230,000 | – | 5,090 | +100.0% | 0.01% | – |
| PXD | Buy | PIONEER NAT RES CO | $232,000 | +17.8% | 1,273 | +7.7% | 0.01% | 0.0% |
| SHOP | Buy | SHOPIFY INCcl a | $248,000 | +3.8% | 180 | +2.3% | 0.01% | -14.3% |
| ETN | Buy | EATON CORP PLC | $221,000 | +142.9% | 1,281 | +109.0% | 0.01% | +100.0% |
| AMAT | Buy | APPLIED MATLS INC | $235,000 | +23.7% | 1,492 | +1.0% | 0.01% | +20.0% |
| MPC | Buy | MARATHON PETE CORP | $193,000 | +15.6% | 3,020 | +11.9% | 0.01% | 0.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $188,000 | +93.8% | 1,646 | +93.9% | 0.01% | +66.7% |
| FE | Buy | FIRSTENERGY CORP | $213,000 | +21.7% | 5,116 | +4.4% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $212,000 | +16.5% | 1,855 | +0.4% | 0.01% | 0.0% |
| NVAX | Buy | NOVAVAX INC | $190,000 | -20.5% | 1,326 | +15.1% | 0.01% | -28.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $197,000 | +109.6% | 509 | +94.3% | 0.01% | +66.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $182,000 | +5.8% | 1,588 | +1.0% | 0.01% | 0.0% |
| LTC | Buy | LTC PPTYS INC | $195,000 | +14.0% | 5,723 | +6.0% | 0.01% | 0.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $199,000 | +5.9% | 6,391 | +3.5% | 0.01% | 0.0% |
| CNI | Buy | CANADIAN NATL RY CO | $189,000 | +472.7% | 1,540 | +440.4% | 0.01% | +400.0% |
| CHW | Buy | CALAMOS GBL DYN INCOME FUND | $140,000 | +4.5% | 14,060 | +0.4% | 0.00% | 0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $159,000 | +78.7% | 2,595 | +77.0% | 0.00% | +100.0% |
| PSX | Buy | PHILLIPS 66 | $144,000 | +4.3% | 1,981 | +0.8% | 0.00% | 0.0% |
| ARCC | Buy | ARES CAPITAL CORP | $162,000 | +5.2% | 7,659 | +1.1% | 0.00% | 0.0% |
| EOG | Buy | EOG RES INC | $153,000 | +26.4% | 1,723 | +14.0% | 0.00% | +33.3% |
| INBK | New | FIRST INTERNET BANCORP | $176,000 | – | 3,750 | +100.0% | 0.00% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $150,000 | +18.1% | 1,789 | +4.3% | 0.00% | 0.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $148,000 | +120.9% | 675 | +99.7% | 0.00% | +100.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $177,000 | +12.7% | 627 | +11.6% | 0.00% | 0.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $175,000 | +12.2% | 724 | +3.3% | 0.00% | 0.0% |
| ORCL | Buy | ORACLE CORP | $157,000 | +3.3% | 1,798 | +2.8% | 0.00% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $143,000 | +44.4% | 1,812 | +42.9% | 0.00% | +33.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $173,000 | +22.7% | 612 | +14.2% | 0.00% | 0.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $166,000 | +18.6% | 21,164 | +27.1% | 0.00% | 0.0% |
| TELL | Buy | TELLURIAN INC NEW | $164,000 | +39.0% | 53,229 | +76.1% | 0.00% | +33.3% |
| D | Buy | DOMINION ENERGY INC | $152,000 | +43.4% | 1,937 | +33.6% | 0.00% | +33.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $137,000 | +59.3% | 788 | +37.5% | 0.00% | +50.0% |
| ENB | Buy | ENBRIDGE INC | $110,000 | +4.8% | 2,812 | +6.1% | 0.00% | 0.0% |
| MAIN | Buy | MAIN STR CAP CORP | $120,000 | +15.4% | 2,686 | +6.4% | 0.00% | 0.0% |
| ES | Buy | EVERSOURCE ENERGY | $111,000 | +12.1% | 1,215 | +0.7% | 0.00% | 0.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $135,000 | -12.3% | 7,542 | +0.2% | 0.00% | -25.0% |
| OGE | New | OGE ENERGY CORP | $132,000 | – | 3,435 | +100.0% | 0.00% | – |
| PDCE | Buy | PDC ENERGY INC | $121,000 | +16.3% | 2,478 | +12.4% | 0.00% | 0.0% |
| C | Buy | CITIGROUP INC | $114,000 | +62.9% | 1,893 | +88.9% | 0.00% | +50.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $113,000 | +1.8% | 7,359 | +2.2% | 0.00% | 0.0% |
| TTD | Buy | THE TRADE DESK INC | $117,000 | +67.1% | 1,280 | +28.0% | 0.00% | +50.0% |
| DAL | Buy | DELTA AIR LINES INC DEL | $104,000 | +5.1% | 2,650 | +13.6% | 0.00% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $137,000 | +55.7% | 445 | +29.4% | 0.00% | +50.0% |
| DVY | Buy | ISHARES TRselect divid etf | $111,000 | +6.7% | 909 | +0.3% | 0.00% | 0.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $124,000 | +22.8% | 1,527 | +24.4% | 0.00% | 0.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $102,000 | +2.0% | 2,582 | +0.6% | 0.00% | 0.0% |
| IWX | Buy | ISHARES TRrus tp200 vl etf | $110,000 | +46.7% | 1,572 | +37.4% | 0.00% | +50.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $100,000 | +12.4% | 6,327 | +18.8% | 0.00% | +50.0% |
| ENPH | Buy | ENPHASE ENERGY INC | $92,000 | +35.3% | 505 | +11.0% | 0.00% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $86,000 | +48.3% | 152 | +50.5% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $71,000 | +9.2% | 2,066 | +8.1% | 0.00% | 0.0% |
| DTM | Buy | DT MIDSTREAM INC | $64,000 | +64.1% | 1,334 | +60.0% | 0.00% | +100.0% |
| TXN | Buy | TEXAS INSTRS INC | $75,000 | +1.4% | 396 | +2.3% | 0.00% | 0.0% |
| TWTR | Buy | TWITTER INC | $67,000 | -6.9% | 1,541 | +28.8% | 0.00% | 0.0% |
| ROKU | Buy | ROKU INC | $87,000 | +866.7% | 380 | +1166.7% | 0.00% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $60,000 | -3.2% | 1,425 | +3.4% | 0.00% | 0.0% |
| UI | New | UBIQUITI INC | $61,000 | – | 200 | +100.0% | 0.00% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $65,000 | +27.5% | 602 | +23.6% | 0.00% | +100.0% |
| GILD | Buy | GILEAD SCIENCES INC | $67,000 | +24.1% | 916 | +17.7% | 0.00% | 0.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $65,000 | +25.0% | 577 | +15.4% | 0.00% | +100.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $60,000 | +30.4% | 1,220 | +32.6% | 0.00% | +100.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $78,000 | +2.6% | 841 | +5.1% | 0.00% | 0.0% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $89,000 | +17.1% | 3,719 | +20.6% | 0.00% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $95,000 | +14.5% | 476 | +12.0% | 0.00% | 0.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $73,000 | +92.1% | 287 | +80.5% | 0.00% | +100.0% |
| LEN | Buy | LENNAR CORPcl a | $70,000 | +268.4% | 600 | +200.0% | 0.00% | +100.0% |
| VRM | New | VROOM INC | $63,000 | – | 5,800 | +100.0% | 0.00% | – |
| WELL | Buy | WELLTOWER INC | $70,000 | +37.3% | 814 | +32.6% | 0.00% | +100.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $64,000 | +77.8% | 872 | +82.0% | 0.00% | +100.0% |
| XEL | Buy | XCEL ENERGY INC | $83,000 | +15.3% | 1,219 | +5.8% | 0.00% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $70,000 | -7.9% | 1,410 | +7.6% | 0.00% | 0.0% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $84,000 | +20.0% | 1,376 | +9.6% | 0.00% | 0.0% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $63,000 | -19.2% | 3,035 | +3.4% | 0.00% | 0.0% |
| CB | Buy | CHUBB LIMITED | $83,000 | +12.2% | 429 | +1.2% | 0.00% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $92,000 | +187.5% | 1,054 | +97.0% | 0.00% | +100.0% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $65,000 | +712.5% | 952 | +610.4% | 0.00% | – |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $80,000 | -12.1% | 1,038 | +1.9% | 0.00% | -33.3% |
| L | Buy | LOEWS CORP | $64,000 | +6.7% | 1,113 | +0.1% | 0.00% | 0.0% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $86,000 | +109.8% | 1,747 | +111.5% | 0.00% | +100.0% |
| GLW | Buy | CORNING INC | $84,000 | +147.1% | 2,265 | +141.2% | 0.00% | +100.0% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $81,000 | +76.1% | 309 | +54.5% | 0.00% | +100.0% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $53,000 | +32.5% | 2,431 | +20.5% | 0.00% | 0.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $37,000 | +8.8% | 463 | +0.2% | 0.00% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $20,000 | +25.0% | 226 | +9.2% | 0.00% | – |
| BANR | Buy | BANNER CORP | $42,000 | +13.5% | 700 | +3.7% | 0.00% | 0.0% |
| ATHX | Buy | ATHERSYS INC NEW | $41,000 | -25.5% | 45,000 | +9.8% | 0.00% | -50.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $35,000 | +40.0% | 116 | +19.6% | 0.00% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $41,000 | +156.2% | 703 | +132.0% | 0.00% | – |
| POSH | Buy | POSHMARK INC | $57,000 | -16.2% | 3,366 | +17.4% | 0.00% | -50.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $20,000 | +81.8% | 224 | +64.7% | 0.00% | – |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $26,000 | +85.7% | 153 | +64.5% | 0.00% | – |
| PDI | New | PIMCO DYNAMIC INCOME FD | $20,000 | – | 759 | +100.0% | 0.00% | – |
| Buy | ON HLDG AGnamen akt a | $26,000 | +73.3% | 678 | +35.6% | 0.00% | – | |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $22,000 | +4.8% | 217 | +1.9% | 0.00% | 0.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $42,000 | +31.2% | 766 | +37.0% | 0.00% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $35,000 | +12.9% | 596 | +0.7% | 0.00% | 0.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $43,000 | +34.4% | 864 | +36.9% | 0.00% | 0.0% |
| ABNB | Buy | AIRBNB INC | $37,000 | +8.8% | 222 | +10.4% | 0.00% | 0.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $39,000 | +290.0% | 364 | +264.0% | 0.00% | – |
| PAYC | Buy | PAYCOM SOFTWARE INC | $53,000 | +15.2% | 128 | +37.6% | 0.00% | 0.0% |
| JD | Buy | JD.COM INCspon adr cl a | $53,000 | +23.3% | 750 | +25.0% | 0.00% | 0.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $50,000 | +51.5% | 558 | +47.6% | 0.00% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $20,000 | +100.0% | 97 | +73.2% | 0.00% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $39,000 | – | 1,508 | +100.0% | 0.00% | – |
| MKL | Buy | MARKEL CORP | $37,000 | +208.3% | 30 | +200.0% | 0.00% | – |
| PPL | Buy | PPL CORP | $28,000 | +7.7% | 924 | +0.4% | 0.00% | 0.0% |
| MRO | Buy | MARATHON OIL CORP | $46,000 | +21.1% | 2,815 | +0.1% | 0.00% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $37,000 | +15.6% | 318 | +2.6% | 0.00% | 0.0% |
| OGN | Buy | ORGANON & CO | $28,000 | -6.7% | 922 | +0.7% | 0.00% | 0.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $41,000 | +5.1% | 278 | +3.3% | 0.00% | 0.0% |
| OKE | Buy | ONEOK INC NEW | $57,000 | +50.0% | 967 | +46.1% | 0.00% | 0.0% |
| ETSY | Buy | ETSY INC | $44,000 | +109.5% | 201 | +101.0% | 0.00% | 0.0% |
| VTRS | Buy | VIATRIS INC | $54,000 | 0.0% | 3,994 | +0.8% | 0.00% | -50.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $38,000 | +90.0% | 314 | +74.4% | 0.00% | 0.0% |
| VGI | New | VIRTUS GLOBAL MULTI-SECTOR I | $20,000 | – | 1,800 | +100.0% | 0.00% | – |
| IWP | Buy | ISHARES TRrus md cp gr etf | $39,000 | +5.4% | 342 | +4.3% | 0.00% | 0.0% |
| FUN | New | CEDAR FAIR L Pdepositry unit | $50,000 | – | 1,000 | +100.0% | 0.00% | – |
| IBB | Buy | ISHARES TRishares biotech | $31,000 | +93.8% | 201 | +99.0% | 0.00% | – |
| LW | Buy | LAMB WESTON HLDGS INC | $34,000 | +9.7% | 541 | +8.2% | 0.00% | 0.0% |
| FISV | New | FISERV INC | $42,000 | – | 400 | +100.0% | 0.00% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $31,000 | +10.7% | 1,053 | +10.5% | 0.00% | 0.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $43,000 | +330.0% | 194 | +340.9% | 0.00% | – |
| MGPI | New | MGP INGREDIENTS INC NEW | $27,000 | – | 323 | +100.0% | 0.00% | – |
| FFTG | Buy | NORTHERN LTS FD TR IVfrmlaflio tact | $57,000 | +185.0% | 1,841 | +161.9% | 0.00% | 0.0% |
| IMCB | Buy | ISHARES TRmrgstr md cp etf | $22,000 | +10.0% | 306 | +0.7% | 0.00% | 0.0% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $57,000 | +307.1% | 675 | +264.9% | 0.00% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $54,000 | – | 5,000 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC | $37,000 | – | 400 | +100.0% | 0.00% | – |
| ADSK | Buy | AUTODESK INC | $27,000 | +68.8% | 96 | +68.4% | 0.00% | – |
| XLNX | Buy | XILINX INC | $27,000 | +92.9% | 125 | +34.4% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $20,000 | – | 258 | +100.0% | 0.00% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $56,000 | +5.7% | 647 | +7.7% | 0.00% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO | $36,000 | -2.7% | 1,013 | +0.2% | 0.00% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $21,000 | +16.7% | 250 | +0.4% | 0.00% | 0.0% |
| HFC | Buy | HOLLYFRONTIER CORP | $25,000 | 0.0% | 774 | +3.5% | 0.00% | 0.0% |
| SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $39,000 | +11.4% | 943 | +0.7% | 0.00% | 0.0% |
| SIVB | Buy | SVB FINANCIAL GROUP | $35,000 | +3400.0% | 51 | +5000.0% | 0.00% | – |
| AWP | New | ABERDEEN GLOBAL PREMIER PPTY | $21,000 | – | 3,000 | +100.0% | 0.00% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $42,000 | +55.6% | 117 | +333.3% | 0.00% | 0.0% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $24,000 | +4.3% | 217 | +5.3% | 0.00% | 0.0% |
| SGOL | Buy | ABERDEEN STD GOLD ETF TR | $35,000 | +75.0% | 2,001 | +65.4% | 0.00% | 0.0% |
| MCO | Buy | MOODYS CORP | $22,000 | +1000.0% | 57 | +1040.0% | 0.00% | – |
| HSY | Buy | HERSHEY CO | $20,000 | +566.7% | 105 | +600.0% | 0.00% | – |
| USXF | Buy | ISHARES TResg msci usa etf | $21,000 | +90.9% | 539 | +82.7% | 0.00% | – |
| HTA | Buy | HEALTHCARE TR AMER INCcl a new | $21,000 | +10.5% | 642 | +1.1% | 0.00% | 0.0% |
| HROW | New | HARROW HEALTH INC | $59,000 | – | 6,882 | +100.0% | 0.00% | – |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $23,000 | +1050.0% | 1,110 | +909.1% | 0.00% | – |
| COIN | Buy | COINBASE GLOBAL INC | $29,000 | +262.5% | 113 | +222.9% | 0.00% | – |
| MRNA | Buy | MODERNA INC | $27,000 | +1250.0% | 105 | +2000.0% | 0.00% | – |
| BKNG | Buy | BOOKING HOLDINGS INC | $31,000 | +121.4% | 13 | +116.7% | 0.00% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $38,000 | +15.2% | 770 | +10.5% | 0.00% | 0.0% |
| KL | Buy | KIRKLAND LAKE GOLD LTD | $36,000 | +12.5% | 867 | +14.2% | 0.00% | 0.0% |
| TSCO | New | TRACTOR SUPPLY CO | $28,000 | – | 118 | +100.0% | 0.00% | – |
| HCA | Buy | HCA HEALTHCARE INC | $40,000 | +73.9% | 157 | +65.3% | 0.00% | 0.0% |
| CGNX | Buy | COGNEX CORP | $36,000 | +12.5% | 467 | +16.8% | 0.00% | 0.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $46,000 | +17.9% | 438 | +10.3% | 0.00% | 0.0% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $43,000 | – | 990 | +49400.0% | 0.00% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC | $29,000 | +16.0% | 363 | +0.3% | 0.00% | 0.0% |
| RWK | New | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $24,000 | – | 250 | +100.0% | 0.00% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $20,000 | – | 250 | +100.0% | 0.00% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $35,000 | +9.4% | 1,579 | +7.4% | 0.00% | 0.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $27,000 | +12.5% | 315 | +100.6% | 0.00% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $39,000 | +8.3% | 1,000 | +5.2% | 0.00% | 0.0% |
| New | DIGITAL WORLD ACQUISITION CO | $53,000 | – | 1,022 | +100.0% | 0.00% | – | |
| RBLX | New | ROBLOX CORPcl a | $52,000 | – | 500 | +100.0% | 0.00% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $22,000 | 0.0% | 435 | +1.9% | 0.00% | 0.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $39,000 | +225.0% | 461 | +227.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $56,000 | – | 500 | +100.0% | 0.00% | – |
| X | Buy | UNITED STATES STL CORP NEW | $22,000 | +214.3% | 905 | +197.7% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $6,000 | – | 100 | +100.0% | 0.00% | – |
| ASO | New | ACADEMY SPORTS & OUTDOORS IN | $9,000 | – | 200 | +100.0% | 0.00% | – |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $2,000 | – | 86 | +100.0% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $5,000 | – | 7 | +100.0% | 0.00% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $15,000 | – | 1,200 | +100.0% | 0.00% | – |
| UHAL | New | AMERCO | $4,000 | – | 5 | +100.0% | 0.00% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $14,000 | +16.7% | 246 | +8.8% | 0.00% | – |
| AMWL | New | AMERICAN WELL CORPcl a | $1,000 | – | 200 | +100.0% | 0.00% | – |
| AINV | New | APOLLO INVT CORP | $1,000 | – | 46 | +100.0% | 0.00% | – |
| APPN | Buy | APPIAN CORPcl a | $10,000 | +100.0% | 150 | +200.0% | 0.00% | – |
| APP | New | APPLOVIN CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| AROC | New | ARCHROCK INC | $1,000 | – | 67 | +100.0% | 0.00% | – |
| BGS | New | B & G FOODS INC NEW | $10,000 | – | 317 | +100.0% | 0.00% | – |
| GOLD | Buy | BARRICK GOLD CORP | $13,000 | +44.4% | 697 | +38.6% | 0.00% | – |
| BBY | New | BEST BUY INC | $9,000 | – | 84 | +100.0% | 0.00% | – |
| BYND | Buy | BEYOND MEAT INC | $6,000 | 0.0% | 95 | +69.6% | 0.00% | – |
| BLK | Buy | BLACKROCK INC | $16,000 | +23.1% | 18 | +20.0% | 0.00% | – |
| BLW | Buy | BLACKROCK LTD DURATION INCOM | $12,000 | +100.0% | 701 | +106.2% | 0.00% | – |
| BKCC | New | BLACKROCK CAP INVT CORP | $1,000 | – | 148 | +100.0% | 0.00% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $2,000 | – | 92 | +100.0% | 0.00% | – |
| MVF | New | BLACKROCK MUNIVEST FD INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $6,000 | – | 476 | +100.0% | 0.00% | – |
| DSU | New | BLACKROCK DEBT STRATEGIES FD | $6,000 | – | 535 | +100.0% | 0.00% | – |
| CII | New | BLACKROCK ENHANCD CAP & INM | $3,000 | – | 125 | +100.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $4,000 | – | 90 | +100.0% | 0.00% | – |
| SAM | Buy | BOSTON BEER INCcl a | $3,000 | +200.0% | 6 | +200.0% | 0.00% | – |
| BWG | New | BRANDYWINEGBL GBL INCM OPP F | $1,000 | – | 60 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $1,000 | – | 21 | +100.0% | 0.00% | – |
| CFVI | New | CF ACQUISITION CORP VI | $10,000 | – | 900 | +100.0% | 0.00% | – |
| CPB | Buy | CAMPBELL SOUP CO | $9,000 | +12.5% | 196 | +0.5% | 0.00% | – |
| CGC | Buy | CANOPY GROWTH CORP | $5,000 | 0.0% | 601 | +71.2% | 0.00% | – |
| CRL | Buy | CHARLES RIV LABS INTL INC | $7,000 | +250.0% | 18 | +350.0% | 0.00% | – |
| CHKEL | New | CHESAPEAKE ENERGY CORP*w exp 09/02/202 | $0 | – | 3 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| CMRX | New | CHIMERIX INC | $3,000 | – | 500 | +100.0% | 0.00% | – |
| CRUS | New | CIRRUS LOGIC INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
| COKE | New | COCA COLA CONS INC | $9,000 | – | 14 | +100.0% | 0.00% | – |
| CNS | New | COHEN & STEERS INC | $3,000 | – | 37 | +100.0% | 0.00% | – |
| DHY | New | CREDIT SUISSE HIGH YIELD BDsh ben int | $6,000 | – | 2,530 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC | $12,000 | – | 95 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| DAKT | New | DAKTRONICS INC | $0 | – | 93 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP | $9,000 | – | 24 | +100.0% | 0.00% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $11,000 | +175.0% | 103 | +128.9% | 0.00% | – |
| DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $15,000 | -6.2% | 923 | +2.6% | 0.00% | – |
| EPR | Buy | EPR PPTYS | $9,000 | +80.0% | 199 | +111.7% | 0.00% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $12,000 | – | 200 | +100.0% | 0.00% | – |
| EVN | Buy | EATON VANCE MUNI INCOME TRUSsh ben int | $2,000 | +100.0% | 120 | +50.0% | 0.00% | – |
| ETJ | New | EATON VANCE RISK-MANAGED DIV | $17,000 | – | 1,552 | +100.0% | 0.00% | – |
| ET | Buy | ENERGY TRANSFER L P | $10,000 | +150.0% | 1,203 | +176.6% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $3,000 | – | 109 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INC | $4,000 | – | 11 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $13,000 | – | 200 | +100.0% | 0.00% | – |
| FEYE | New | FIREEYE INC | $6,000 | – | 324 | +100.0% | 0.00% | – |
| AG | New | FIRST MAJESTIC SILVER CORP | $4,000 | – | 350 | +100.0% | 0.00% | – |
| FPF | Buy | FIRST TR INTER DURATN PFD & | $13,000 | +85.7% | 528 | +82.1% | 0.00% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $16,000 | – | 150 | +100.0% | 0.00% | – |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $8,000 | +300.0% | 336 | +229.4% | 0.00% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $10,000 | – | 193 | +100.0% | 0.00% | – |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $19,000 | +11.8% | 324 | +0.3% | 0.00% | – |
| FTF | New | FRANKLIN LTD DURATION INCOME | $2,000 | – | 252 | +100.0% | 0.00% | – |
| GGN | New | GAMCO GLOBAL GOLD NAT RES & | $0 | – | 3 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $6,000 | – | 18 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $19,000 | – | 55 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $8,000 | – | 100 | +100.0% | 0.00% | – |
| GPMT | New | GRANITE PT MTG TR INC | $0 | – | 7 | +100.0% | 0.00% | – |
| GH | Buy | GUARDANT HEALTH INC | $15,000 | +150.0% | 150 | +200.0% | 0.00% | – |
| HTD | New | HANCOCK JOHN TAX-ADVANTAGED | $2,000 | – | 95 | +100.0% | 0.00% | – |
| HOG | Buy | HARLEY DAVIDSON INC | $9,000 | +12.5% | 233 | +0.4% | 0.00% | – |
| HAS | Buy | HASBRO INC | $8,000 | +166.7% | 76 | +130.3% | 0.00% | – |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $13,000 | +62.5% | 347 | +52.9% | 0.00% | – |
| HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $17,000 | – | 1,047 | +100.0% | 0.00% | – |
| HVBT | New | HIVE BLOCKCHAIN TECHNLGIES L | $0 | – | 55 | +100.0% | 0.00% | – |
| HUBS | New | HUBSPOT INC | $17,000 | – | 26 | +100.0% | 0.00% | – |
| HGEN | Buy | HUMANIGEN INC | $4,000 | 0.0% | 1,000 | +42.9% | 0.00% | – |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $13,000 | +85.7% | 72 | +111.8% | 0.00% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $10,000 | – | 200 | +100.0% | 0.00% | – |
| INTU | Buy | INTUIT | $8,000 | +166.7% | 13 | +160.0% | 0.00% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $1,000 | – | 80 | +100.0% | 0.00% | – |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $1,000 | – | 80 | +100.0% | 0.00% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $10,000 | – | 45 | +100.0% | 0.00% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,000 | – | 29 | +100.0% | 0.00% | – |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $8,000 | +166.7% | 277 | +204.4% | 0.00% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $5,000 | – | 150 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $12,000 | – | 100 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $9,000 | – | 99 | +100.0% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $7,000 | – | 70 | +100.0% | 0.00% | – |
| HYGH | New | ISHARES U S ETF TRit rt hdg hgyl | $5,000 | – | 61 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $14,000 | – | 204 | +100.0% | 0.00% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $5,000 | +66.7% | 132 | +94.1% | 0.00% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $15,000 | +87.5% | 185 | +85.0% | 0.00% | – |
| DMXF | Buy | ISHARES TResg eafe etf | $8,000 | +60.0% | 118 | +68.6% | 0.00% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $2,000 | – | 57 | +100.0% | 0.00% | – |
| KARS | Buy | KRANESHARES TRelec veh futur | $5,000 | +150.0% | 103 | +114.6% | 0.00% | – |
| SCD | New | LMP CAP & INCOME FD INC | $1,000 | – | 52 | +100.0% | 0.00% | – |
| LRCX | Buy | LAM RESEARCH CORP | $4,000 | +100.0% | 6 | +50.0% | 0.00% | – |
| Buy | LUCID GROUP INC | $14,000 | +180.0% | 374 | +87.0% | 0.00% | – | |
| LITE | New | LUMENTUM HLDGS INC | $5,000 | – | 51 | +100.0% | 0.00% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $5,000 | – | 300 | +100.0% | 0.00% | – |
| MMD | New | MAINSTAY MACKAY DEFINEDTERM | $2,000 | – | 80 | +100.0% | 0.00% | – |
| MQ | New | MARQETA INC | $4,000 | – | 244 | +100.0% | 0.00% | – |
| MASI | New | MASIMO CORP | $5,000 | – | 16 | +100.0% | 0.00% | – |
| MET | Buy | METLIFE INC | $16,000 | +33.3% | 259 | +31.5% | 0.00% | – |
| CXE | New | MFS HIGH INCOME MUN TRsh ben int | $1,000 | – | 100 | +100.0% | 0.00% | – |
| MITK | New | MITEK SYS INC | $2,000 | – | 92 | +100.0% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $7,000 | 0.0% | 146 | +1.4% | 0.00% | – |
| New | HELLO GROUP INCnote 1.250% 7/0 | $3,000 | – | 4,000 | +100.0% | 0.00% | – | |
| MPWR | New | MONOLITHIC PWR SYS INC | $6,000 | – | 13 | +100.0% | 0.00% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| NPK | New | NATIONAL PRESTO INDS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| NRO | New | NEUBERGER BERMAN REAL ESTATE | $1,000 | – | 120 | +100.0% | 0.00% | – |
| NEWR | New | NEW RELIC INC | $7,000 | – | 64 | +100.0% | 0.00% | – |
| NEM | Buy | NEWMONT CORP | $11,000 | +57.1% | 179 | +38.8% | 0.00% | – |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $3,000 | +50.0% | 35 | +16.7% | 0.00% | – |
| NUS | Buy | NU SKIN ENTERPRISES INCcl a | $16,000 | +23.1% | 322 | +0.3% | 0.00% | – |
| JPC | New | NUVEEN PFD & INCOME OPPORTUN | $1,000 | – | 140 | +100.0% | 0.00% | – |
| JCE | New | NUVEEN CORE EQUITY ALPHA FD | $2,000 | – | 120 | +100.0% | 0.00% | – |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | +100.0% | 129 | +10.3% | 0.00% | – |
| OPI | New | OFFICE PPTYS INCOME TR | $2,000 | – | 93 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $5,000 | – | 35 | +100.0% | 0.00% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $15,000 | +36.4% | 807 | +81.8% | 0.00% | – |
| PENN | Buy | PENN NATL GAMING INC | $7,000 | +600.0% | 133 | +1562.5% | 0.00% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $7,000 | 0.0% | 60 | +1.7% | 0.00% | – |
| MHI | New | PIONEER MUNICIPAL HIGH INCOM | $1,000 | – | 100 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $5,000 | – | 9 | +100.0% | 0.00% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $4,000 | – | 275 | +100.0% | 0.00% | – |
| PSEC | New | PROSPECT CAP CORP | $1,000 | – | 80 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $11,000 | – | 500 | +100.0% | 0.00% | – |
| TMFC | New | RBB FD INCmotley fol etf | $8,000 | – | 171 | +100.0% | 0.00% | – |
| RNG | New | RINGCENTRAL INCcl a | $2,000 | – | 13 | +100.0% | 0.00% | – |
| New | ROBINHOOD MKTS INC | $3,000 | – | 156 | +100.0% | 0.00% | – | |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $9,000 | – | 103 | +100.0% | 0.00% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $7,000 | – | 103 | +100.0% | 0.00% | – |
| XME | New | SPDR SER TRs&p metals mng | $7,000 | – | 150 | +100.0% | 0.00% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $17,000 | – | 293 | +100.0% | 0.00% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $9,000 | +200.0% | 325 | +173.1% | 0.00% | – |
| SBR | Buy | SABINE RTY TRunit ben int | $7,000 | +40.0% | 163 | +41.7% | 0.00% | – |
| SBRA | Buy | SABRA HEALTH CARE REIT INC | $15,000 | +650.0% | 1,110 | +909.1% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $1,000 | – | 26 | +100.0% | 0.00% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $12,000 | – | 215 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | – | 40 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,000 | – | 35 | +100.0% | 0.00% | – |
| SWAV | New | SHOCKWAVE MED INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| SILV | New | SILVERCREST METALS INC | $3,000 | – | 350 | +100.0% | 0.00% | – |
| TSLX | New | SIXTH STREET SPECIALTY LENDN | $5,000 | – | 231 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $0 | – | 1 | +100.0% | 0.00% | – |
| SAVE | Buy | SPIRIT AIRLS INC | $4,000 | 0.0% | 183 | +35.6% | 0.00% | – |
| STT | New | STATE STR CORP | $4,000 | – | 40 | +100.0% | 0.00% | – |
| STEM | New | STEM INC | $4,000 | – | 237 | +100.0% | 0.00% | – |
| STOR | New | STORE CAP CORP | $6,000 | – | 186 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $1,000 | – | 49 | +100.0% | 0.00% | – | |
| TEF | Buy | TELEFONICA S Asponsored adr | $8,000 | -11.1% | 1,909 | +0.4% | 0.00% | – |
| TXG | New | 10X GENOMICS INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| DDD | Buy | 3-D SYS CORP DEL | $7,000 | +600.0% | 335 | +1575.0% | 0.00% | – |
| TY | New | TRI CONTL CORP | $6,000 | – | 183 | +100.0% | 0.00% | – |
| ME | New | 23ANDME HOLDING CO | $0 | – | 70 | +100.0% | 0.00% | – |
| SLCA | New | U S SILICA HLDGS INC | $10,000 | – | 1,057 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $6,000 | +200.0% | 289 | +162.7% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $4,000 | – | 22 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $4,000 | – | 24 | +100.0% | 0.00% | – |
| VFC | Buy | V F CORP | $5,000 | +25.0% | 70 | +6.1% | 0.00% | – |
| HYEM | Buy | VANECK ETF TRUSTemerging mrkt hi | $10,000 | +100.0% | 434 | +93.8% | 0.00% | – |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $12,000 | +9.1% | 115 | +4.5% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $3,000 | – | 34 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $2,000 | – | 7 | +100.0% | 0.00% | – |
| VIAC | Buy | VIACOMCBS INCcl b | $2,000 | +100.0% | 60 | +66.7% | 0.00% | – |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $9,000 | +50.0% | 638 | +168.1% | 0.00% | – |
| VC | New | VISTEON CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| VMW | Buy | VMWARE INC | $10,000 | +11.1% | 82 | +39.0% | 0.00% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $19,000 | +11.8% | 1,268 | +18.7% | 0.00% | – |
| ERC | New | WELLS FARGO ADV MULTI SCTR I | $2,000 | – | 150 | +100.0% | 0.00% | – |
| HIX | Buy | WESTERN ASSET HIGH INCOME FD | $6,000 | +20.0% | 804 | +17.5% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP. | $5,000 | – | 80 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $6,000 | – | 251 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC | $7,000 | – | 86 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,000 | – | 6 | +100.0% | 0.00% | – |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $14,000 | +250.0% | 225 | +350.0% | 0.00% | – |
| ZTS | Buy | ZOETIS INCcl a | $18,000 | +1700.0% | 73 | +1116.7% | 0.00% | – |
| ZS | New | ZSCALER INC | $4,000 | – | 13 | +100.0% | 0.00% | – |
| AY | Buy | ATLANTICA SUSTAINABLE INFR P | $1,000 | 0.0% | 35 | +16.7% | 0.00% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $4,000 | – | 36 | +100.0% | 0.00% | – |
| STNE | New | STONECO LTD | $4,000 | – | 245 | +100.0% | 0.00% | – |
| GILT | New | GILAT SATELLITE NETWORKS LTD | $2,000 | – | 300 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $5,000 | – | 210 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $14,000 | – | 62 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 21.0% |
| ISHARES TR | 45 | Q2 2024 | 21.1% |
| VANGUARD BD INDEX FDS | 45 | Q2 2024 | 7.8% |
| ISHARES TR | 45 | Q2 2024 | 4.3% |
| ISHARES TR | 45 | Q2 2024 | 6.9% |
| APPLE INC | 45 | Q2 2024 | 1.9% |
| SSGA ACTIVE ETF TR | 45 | Q2 2024 | 2.8% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 1.0% |
| MICROSOFT CORP | 45 | Q2 2024 | 2.0% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 1.0% |
View Gradient Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-24 |
| 13F-HR | 2024-07-18 |
| 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 |
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.