$3.88 Billion is the total value of Gradient Investments LLC's 1772 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 82.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $97,100,130 | +19.6% | 2,984,024 | +18.1% | 2.50% | +13.0% |
| New | DOUBLELINE ETF TRUSTmortgage etf | $90,009,625 | – | 1,821,423 | +100.0% | 2.32% | – | |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $79,333,100 | +24.7% | 1,733,678 | +27.2% | 2.04% | +17.8% |
| AAPL | Buy | APPLE INC | $75,163,425 | +24.2% | 387,500 | +5.6% | 1.94% | +17.3% |
| Buy | PIMCO ETF TRpreferred and cp | $72,811,491 | +804.7% | 1,560,887 | +804.2% | 1.88% | +756.2% | |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $72,456,831 | +27.3% | 798,159 | +19.6% | 1.87% | +20.3% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $65,039,785 | +47.7% | 1,175,489 | +45.7% | 1.68% | +39.5% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $61,209,596 | +19.9% | 1,987,970 | +13.8% | 1.58% | +13.2% |
| IGSB | Buy | ISHARES TR | $51,786,507 | +229338.2% | 1,032,221 | +230821.9% | 1.33% | +133300.0% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $51,013,251 | +38.4% | 1,023,335 | +37.4% | 1.31% | +30.7% |
| BJUN | New | INNOVATOR ETFS TRus eqty bufr jun | $49,164,539 | – | 1,465,411 | +100.0% | 1.27% | – |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $40,671,915 | +353.5% | 1,360,265 | +368.4% | 1.05% | +327.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $40,531,767 | +21.8% | 335,056 | +4.7% | 1.04% | +15.1% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $39,677,200 | – | 667,854 | +100.0% | 1.02% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $36,634,442 | +8.4% | 76,220 | +6.6% | 0.94% | +2.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $35,005,369 | +13.2% | 240,686 | +1.5% | 0.90% | +6.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $33,345,542 | +17.9% | 201,459 | +10.4% | 0.86% | +11.4% |
| CI | Buy | THE CIGNA GROUP | $31,634,142 | +38.6% | 112,737 | +26.2% | 0.82% | +31.0% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $30,485,218 | +135.9% | 334,304 | +136.2% | 0.78% | +123.0% |
| TGT | Buy | TARGET CORP | $30,385,155 | +1.2% | 230,365 | +27.1% | 0.78% | -4.5% |
| ICVT | Buy | ISHARES TRconv bd etf | $28,682,392 | +259751.3% | 375,621 | +247019.1% | 0.74% | – |
| ULST | Buy | SSGA ACTIVE ETF TRult sht trm bd | $28,651,382 | +49.8% | 711,836 | +49.8% | 0.74% | +41.7% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $28,587,373 | +49.5% | 575,894 | +49.4% | 0.74% | +41.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $28,365,882 | +78.8% | 500,457 | +65.2% | 0.73% | +68.6% |
| MDT | Buy | MEDTRONIC PLC | $27,543,652 | +21.3% | 312,641 | +11.0% | 0.71% | +14.5% |
| NEE | Buy | NEXTERA ENERGY INC | $27,382,600 | +3.1% | 369,038 | +7.1% | 0.70% | -2.6% |
| New | MATTHEWS ASIA FDSemer mkts equity | $26,942,254 | – | 966,618 | +100.0% | 0.69% | – | |
| BAC | Buy | BANK AMERICA CORP | $26,827,060 | +15.1% | 935,067 | +14.8% | 0.69% | +8.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $26,808,194 | +5.8% | 121,972 | +7.2% | 0.69% | -0.1% |
| MS | Buy | MORGAN STANLEY | $26,648,328 | +177.3% | 312,041 | +185.1% | 0.69% | +161.8% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $26,304,052 | +21181.3% | 255,528 | +21890.4% | 0.68% | +22466.7% |
| ABT | Buy | ABBOTT LABS | $26,278,722 | +14.4% | 241,045 | +6.2% | 0.68% | +8.1% |
| BX | Buy | BLACKSTONE INC | $26,259,897 | +11.5% | 282,456 | +5.4% | 0.68% | +5.3% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $25,183,069 | +1.3% | 169,184 | +10.8% | 0.65% | -4.3% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $25,115,299 | -1.4% | 221,300 | +9.1% | 0.65% | -6.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $23,763,007 | +5.3% | 371,587 | +14.1% | 0.61% | -0.6% |
| TLH | New | ISHARES TR10-20 yr trs etf | $20,854,446 | – | 188,268 | +100.0% | 0.54% | – |
| XOM | Buy | EXXON MOBIL CORP | $20,460,783 | -0.7% | 190,777 | +1.6% | 0.53% | -6.2% |
| IAI | New | ISHARES TRus br del se etf | $19,876,434 | – | 219,024 | +100.0% | 0.51% | – |
| HD | Buy | HOME DEPOT INC | $18,115,910 | +10.2% | 58,318 | +4.7% | 0.47% | +4.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $18,105,792 | +4.5% | 271,329 | +18.9% | 0.47% | -1.5% |
| BLL | Buy | BALL CORP | $17,506,981 | +8.6% | 300,756 | +2.9% | 0.45% | +2.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $17,449,102 | +16.6% | 105,350 | +3.2% | 0.45% | +10.0% |
| AVB | Buy | AVALONBAY CMNTYS INC | $17,340,837 | +13.0% | 91,620 | +0.3% | 0.45% | +6.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $17,293,685 | +8.6% | 152,933 | +0.1% | 0.44% | +2.5% |
| DOV | Buy | DOVER CORP | $17,282,270 | -1.4% | 117,049 | +1.4% | 0.44% | -6.9% |
| BDX | Buy | BECTON DICKINSON & CO | $17,173,124 | +8.2% | 65,047 | +1.5% | 0.44% | +2.1% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $17,001,198 | +21.1% | 86,843 | +21.4% | 0.44% | +14.4% |
| AMP | Buy | AMERIPRISE FINL INC | $17,006,856 | +11.7% | 51,201 | +3.0% | 0.44% | +5.5% |
| SBUX | Buy | STARBUCKS CORP | $16,957,738 | -1.7% | 171,187 | +3.3% | 0.44% | -7.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $16,852,639 | +8.1% | 56,264 | +3.7% | 0.43% | +2.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $16,815,521 | -1.3% | 93,810 | +6.8% | 0.43% | -6.9% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $16,773,956 | +6.1% | 71,227 | +4.7% | 0.43% | +0.2% |
| New | KENVUE INC | $16,707,532 | – | 632,382 | +100.0% | 0.43% | – | |
| TSCO | Buy | TRACTOR SUPPLY CO | $16,649,714 | +295055.4% | 75,304 | +313666.7% | 0.43% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $16,611,151 | +10.4% | 67,489 | +1.3% | 0.43% | +4.4% |
| CME | Buy | CME GROUP INC | $16,537,522 | -1.8% | 89,252 | +1.5% | 0.43% | -7.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $16,561,478 | +29.1% | 631,876 | +31.2% | 0.43% | +21.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $16,549,294 | +2.0% | 168,939 | +2.0% | 0.43% | -3.6% |
| UNP | Buy | UNION PAC CORP | $16,485,315 | +7.1% | 80,566 | +5.3% | 0.42% | +1.2% |
| SYY | Buy | SYSCO CORP | $16,339,290 | +5.4% | 220,206 | +9.7% | 0.42% | -0.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $16,218,060 | +9.6% | 52,557 | +1.5% | 0.42% | +3.7% |
| WEN | New | WENDYS CO | $16,175,236 | – | 743,689 | +100.0% | 0.42% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $15,959,500 | +5.0% | 82,291 | +10.7% | 0.41% | -0.7% |
| CB | Buy | CHUBB LIMITED | $15,749,195 | +8.3% | 81,789 | +9.2% | 0.41% | +2.3% |
| CVS | Buy | CVS HEALTH CORP | $15,628,592 | +17.6% | 226,075 | +26.4% | 0.40% | +11.0% |
| IEF | New | ISHARES TR7-10 yr trsy bd | $15,601,383 | – | 161,505 | +100.0% | 0.40% | – |
| G | New | GENPACT LIMITED | $15,565,815 | – | 414,315 | +100.0% | 0.40% | – |
| WMT | Buy | WALMART INC | $15,133,732 | +8.3% | 96,283 | +1.6% | 0.39% | +2.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $14,939,051 | +2.6% | 98,452 | +0.5% | 0.38% | -3.0% |
| V | Buy | VISA INC | $14,967,911 | +12.4% | 63,028 | +6.7% | 0.38% | +6.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $14,409,115 | +12.4% | 42,255 | +1.8% | 0.37% | +6.0% |
| LOW | Buy | LOWES COS INC | $14,137,519 | +20.2% | 62,639 | +6.5% | 0.36% | +13.4% |
| BFEB | Buy | INNOVATOR ETFS TRus eqty bufr feb | $14,043,699 | +22.8% | 410,995 | +15.0% | 0.36% | +16.0% |
| DXCM | Buy | DEXCOM INC | $13,943,435 | +17.2% | 108,501 | +5.9% | 0.36% | +10.8% |
| GPN | Buy | GLOBAL PMTS INC | $13,182,538 | +2.5% | 133,806 | +9.5% | 0.34% | -3.4% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $13,060,408 | +10.7% | 241,457 | +2.4% | 0.34% | +4.3% |
| TRU | Buy | TRANSUNION | $12,779,716 | +36.6% | 163,152 | +8.3% | 0.33% | +29.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $12,283,584 | +16.9% | 22,816 | +7.9% | 0.32% | +10.1% |
| IJAN | Buy | INNOVATOR ETFS TRintrnl dev jan | $12,064,605 | +17.3% | 414,160 | +14.6% | 0.31% | +11.1% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $11,659,844 | +4.3% | 730,109 | +4.2% | 0.30% | -1.6% |
| URI | Buy | UNITED RENTALS INC | $11,595,970 | +31.3% | 26,037 | +16.7% | 0.30% | +24.1% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG PL | $11,448,795 | -3.0% | 254,474 | +7.8% | 0.30% | -8.4% |
| APTV | Buy | APTIV PLC | $10,965,538 | +17.9% | 107,411 | +29.6% | 0.28% | +11.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $10,736,139 | +29.8% | 11,239 | +15.3% | 0.28% | +22.1% |
| ECL | Buy | ECOLAB INC | $8,999,625 | +14.4% | 48,206 | +1.4% | 0.23% | +7.9% |
| KO | Buy | COCA COLA CO | $8,649,654 | -2.7% | 143,634 | +0.2% | 0.22% | -7.9% |
| AVY | Buy | AVERY DENNISON CORP | $8,118,565 | +12.9% | 47,256 | +17.6% | 0.21% | +6.6% |
| FID | New | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $7,746,832 | – | 503,695 | +100.0% | 0.20% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $7,394,166 | +9.6% | 18,800 | +1.3% | 0.19% | +3.3% |
| WM | Buy | WASTE MGMT INC DEL | $7,048,262 | +13.0% | 40,643 | +6.3% | 0.18% | +7.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $6,209,954 | +4.4% | 11,902 | +15.3% | 0.16% | -1.2% |
| PPLT | Buy | ABRDN PLATINUM ETF TRUST | $5,763,234 | +19.2% | 68,897 | +31.0% | 0.15% | +12.1% |
| SWN | Buy | SOUTHWESTERN ENERGY CO | $4,590,168 | +48.7% | 763,755 | +23.7% | 0.12% | +40.5% |
| SIVR | Buy | ABRDN SILVER ETF TRUST | $4,528,216 | +0.7% | 207,241 | +6.5% | 0.12% | -4.9% |
| SNAP | Buy | SNAP INCcl a | $4,515,581 | +31.8% | 381,384 | +24.8% | 0.12% | +24.7% |
| KBWD | Buy | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $4,277,445 | +12.3% | 273,669 | +6.0% | 0.11% | +5.8% |
| New | SHP ETF TRUSTneos s&p 500 hi | $4,188,176 | – | 84,371 | +100.0% | 0.11% | – | |
| FTNT | Buy | FORTINET INC | $4,170,149 | +482556.1% | 55,168 | +424269.2% | 0.11% | – |
| DURA | New | VANECK ETF TRUSTdurable hgh div | $4,124,237 | – | 129,400 | +100.0% | 0.11% | – |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $4,083,494 | +25.5% | 101,909 | +27.8% | 0.10% | +18.0% |
| FIVE | Buy | FIVE BELOW INC | $4,029,954 | -0.0% | 20,505 | +4.8% | 0.10% | -5.5% |
| LPLA | Buy | LPL FINL HLDGS INC | $4,052,202 | +28.5% | 18,637 | +19.6% | 0.10% | +20.9% |
| INVH | Buy | INVITATION HOMES INC | $3,975,337 | +19.3% | 115,562 | +8.3% | 0.10% | +12.1% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $3,923,868 | +8.2% | 34,947 | +4.1% | 0.10% | +2.0% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $2,733,643 | +94.5% | 57,953 | +98.2% | 0.07% | +84.2% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $2,050,982 | -1.6% | 263,284 | +5.3% | 0.05% | -7.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,788,295 | +25.8% | 4,841 | +9.3% | 0.05% | +17.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,593,656 | +3.6% | 21,945 | +4.4% | 0.04% | -2.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,552,359 | +92.4% | 3,502 | +77.7% | 0.04% | +81.8% |
| HCA | Buy | HCA HEALTHCARE INC | $1,496,156 | +15.2% | 4,930 | +0.1% | 0.04% | +11.4% |
| BA | Buy | BOEING CO | $1,492,371 | +2.5% | 7,067 | +3.1% | 0.04% | -5.0% |
| PEP | Buy | PEPSICO INC | $1,228,653 | +2.1% | 6,633 | +0.5% | 0.03% | -3.0% |
| AMGN | Buy | AMGEN INC | $1,090,327 | -7.6% | 4,911 | +0.6% | 0.03% | -12.5% |
| CAT | Buy | CATERPILLAR INC | $1,030,777 | +17.0% | 4,189 | +8.8% | 0.03% | +12.5% |
| T | Buy | AT&T INC | $1,022,495 | -16.5% | 64,106 | +0.8% | 0.03% | -21.2% |
| MRK | Buy | MERCK & CO INC | $995,139 | +12.4% | 8,624 | +3.6% | 0.03% | +8.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $884,344 | +23.6% | 7,388 | +7.1% | 0.02% | +15.0% |
| PXD | Buy | PIONEER NAT RES CO | $798,487 | +7.8% | 3,854 | +6.3% | 0.02% | +5.0% |
| DIS | Buy | DISNEY WALT CO | $775,530 | -9.5% | 8,686 | +1.5% | 0.02% | -13.0% |
| KR | Buy | KROGER CO | $771,364 | +0.8% | 16,412 | +5.9% | 0.02% | -4.8% |
| PFE | Buy | PFIZER INC | $754,947 | -8.3% | 20,582 | +2.0% | 0.02% | -13.6% |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $720,742 | – | 15,614 | +100.0% | 0.02% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $751,858 | -4.9% | 8,378 | +2.2% | 0.02% | -13.6% |
| Buy | LINDE PLC | $641,139 | +17.6% | 1,682 | +9.6% | 0.02% | +13.3% | |
| VOO | Buy | VANGUARD INDEX FDS | $625,982 | +10.7% | 1,537 | +2.3% | 0.02% | +6.7% |
| Buy | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $576,590 | +223.3% | 94,475 | +161.5% | 0.02% | +200.0% | |
| Buy | SHELL PLCspon ads | $582,590 | +6.8% | 9,649 | +1.8% | 0.02% | 0.0% | |
| DD | Buy | DUPONT DE NEMOURS INC | $592,523 | +10.3% | 8,294 | +10.8% | 0.02% | 0.0% |
| Buy | PROSHARES TRbitcoin strate | $531,712 | +1456.4% | 31,314 | +1505.8% | 0.01% | +1300.0% | |
| MRO | Buy | MARATHON OIL CORP | $533,789 | -3.2% | 23,188 | +0.7% | 0.01% | -6.7% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $529,870 | +210.3% | 23,291 | +163.9% | 0.01% | +180.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $549,410 | +1.8% | 4,482 | +2.8% | 0.01% | -6.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $531,480 | +8.6% | 5,266 | +0.1% | 0.01% | +7.7% |
| Buy | PROSHARES TRmetaverse etf | $507,234 | +198.4% | 12,892 | +160.7% | 0.01% | +160.0% | |
| CRM | Buy | SALESFORCE INC | $516,742 | +61.1% | 2,446 | +52.3% | 0.01% | +44.4% |
| K | Buy | KELLOGG CO | $486,561 | +1.0% | 7,219 | +0.4% | 0.01% | 0.0% |
| THG | Buy | HANOVER INS GROUP INC | $500,723 | -12.0% | 4,430 | +0.1% | 0.01% | -18.8% |
| DOW | Buy | DOW INC | $523,200 | +1.1% | 9,824 | +4.1% | 0.01% | -7.1% |
| BSEP | Buy | INNOVATOR ETFS TRus eqty buf sep | $470,506 | +285.0% | 13,657 | +258.9% | 0.01% | +300.0% |
| FDX | Buy | FEDEX CORP | $478,748 | +55.4% | 1,931 | +43.2% | 0.01% | +50.0% |
| VLO | Buy | VALERO ENERGY CORP | $472,637 | -15.8% | 4,029 | +0.2% | 0.01% | -20.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $480,272 | +2.9% | 4,920 | +2.5% | 0.01% | -7.7% |
| BCS | New | BARCLAYS PLCadr | $474,359 | – | 60,351 | +100.0% | 0.01% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $452,183 | +80.2% | 2,865 | +73.8% | 0.01% | +71.4% |
| CTVA | Buy | CORTEVA INC | $470,777 | +5.2% | 8,216 | +10.7% | 0.01% | 0.0% |
| MEC | Buy | MAYVILLE ENGR CO INC | $444,884 | +30.6% | 35,705 | +56.4% | 0.01% | +22.2% |
| EOG | Buy | EOG RES INC | $413,128 | +0.7% | 3,610 | +0.9% | 0.01% | 0.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $411,119 | +78.1% | 1,494 | +58.1% | 0.01% | +83.3% |
| OXY | Buy | OCCIDENTAL PETE CORP | $412,388 | +334.8% | 7,013 | +361.7% | 0.01% | +266.7% |
| MDU | New | MDU RES GROUP INC | $430,212 | – | 20,545 | +100.0% | 0.01% | – |
| GLD | Buy | SPDR GOLD TR | $418,578 | +9.4% | 2,348 | +12.5% | 0.01% | +10.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $372,994 | +18.4% | 1,318 | +4.4% | 0.01% | +11.1% |
| ARCC | Buy | ARES CAPITAL CORP | $396,381 | +134.7% | 21,095 | +128.2% | 0.01% | +100.0% |
| ENPH | Buy | ENPHASE ENERGY INC | $398,937 | +4416.9% | 2,382 | +5571.4% | 0.01% | – |
| CSX | Buy | CSX CORP | $365,041 | +14.9% | 10,705 | +0.8% | 0.01% | 0.0% |
| ES | Buy | EVERSOURCE ENERGY | $345,634 | -9.3% | 4,874 | +0.1% | 0.01% | -10.0% |
| DAL | Buy | DELTA AIR LINES INC DEL | $338,639 | +101.1% | 7,123 | +47.7% | 0.01% | +80.0% |
| Buy | GLOBAL X FDSgbl x blockchain | $309,634 | +242.5% | 10,040 | +147.1% | 0.01% | +300.0% | |
| NUE | Buy | NUCOR CORP | $311,990 | +6.9% | 1,903 | +0.7% | 0.01% | 0.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $303,346 | +14.5% | 4,304 | +3.8% | 0.01% | +14.3% |
| TELL | Buy | TELLURIAN INC NEW | $327,041 | +152.2% | 231,944 | +120.0% | 0.01% | +100.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $326,814 | +13.2% | 992 | +0.8% | 0.01% | 0.0% |
| FFTG | Buy | NORTHERN LTS FD TR IVfrmlaflio tact | $307,840 | -0.0% | 12,540 | +0.1% | 0.01% | 0.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $316,102 | +11.8% | 1,209 | +7.0% | 0.01% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $317,695 | +142.9% | 4,382 | +139.6% | 0.01% | +100.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $297,083 | +265.2% | 9,605 | +268.6% | 0.01% | +300.0% |
| LLY | Buy | LILLY ELI & CO | $319,844 | +64.0% | 682 | +20.1% | 0.01% | +60.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $276,218 | +26.4% | 1,670 | +21.3% | 0.01% | +16.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $266,010 | +63.9% | 4,889 | +61.0% | 0.01% | +75.0% |
| DHR | Buy | DANAHER CORPORATION | $290,160 | +4.5% | 1,209 | +9.7% | 0.01% | -12.5% |
| C | Buy | CITIGROUP INC | $287,948 | +44.0% | 6,254 | +46.7% | 0.01% | +40.0% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $271,876 | +4.3% | 6,575 | +6.4% | 0.01% | 0.0% |
| FISV | Buy | FISERV INC | $290,397 | +12.9% | 2,302 | +1.1% | 0.01% | 0.0% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $257,063 | +182.2% | 4,386 | +158.2% | 0.01% | +250.0% |
| DTE | Buy | DTE ENERGY CO | $268,449 | +18.6% | 2,440 | +18.1% | 0.01% | +16.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $274,392 | +0.2% | 602 | +1.5% | 0.01% | 0.0% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $238,717 | +189.4% | 5,227 | +170.1% | 0.01% | +200.0% |
| AZO | Buy | AUTOZONE INC | $219,416 | +2.6% | 88 | +1.1% | 0.01% | 0.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $214,782 | +3.0% | 2,646 | +5.1% | 0.01% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $246,762 | +93.0% | 7,320 | +84.1% | 0.01% | +100.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $243,524 | +39.8% | 1,060 | +31.7% | 0.01% | +20.0% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $218,528 | +623.4% | 1,062 | +585.2% | 0.01% | +500.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $226,386 | +46.5% | 12,704 | +52.5% | 0.01% | +50.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $219,332 | +97.6% | 1,585 | +91.4% | 0.01% | +100.0% |
| SYK | Buy | STRYKER CORPORATION | $226,377 | +20.9% | 742 | +13.1% | 0.01% | +20.0% |
| NNN | Buy | NNN REIT INC | $220,976 | +232.1% | 5,164 | +242.7% | 0.01% | +200.0% |
| LTC | Buy | LTC PPTYS INC | $186,108 | -4.4% | 5,636 | +1.8% | 0.01% | 0.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $211,874 | +8.2% | 4,588 | +5.8% | 0.01% | 0.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $206,141 | +766.1% | 1,378 | +735.2% | 0.01% | +400.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $196,782 | +41.7% | 2,009 | +44.1% | 0.01% | +25.0% |
| O | Buy | REALTY INCOME CORP | $178,581 | +125.1% | 2,987 | +138.4% | 0.01% | +150.0% |
| FE | Buy | FIRSTENERGY CORP | $201,166 | -1.8% | 5,174 | +1.1% | 0.01% | -16.7% |
| LEGR | Buy | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $206,999 | +186.5% | 5,385 | +178.3% | 0.01% | +150.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $201,845 | +4.5% | 6,251 | +1.2% | 0.01% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $193,426 | +7.0% | 1,396 | +2.0% | 0.01% | 0.0% |
| Buy | WARNER BROS DISCOVERY INC | $175,510 | -13.1% | 13,996 | +4.7% | 0.01% | -16.7% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $192,507 | +45735.0% | 2,636 | +43833.3% | 0.01% | – |
| AMAT | Buy | APPLIED MATLS INC | $207,997 | +21.6% | 1,439 | +3.3% | 0.01% | 0.0% |
| NKE | Buy | NIKE INCcl b | $185,863 | -8.2% | 1,684 | +2.1% | 0.01% | -16.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $163,861 | +2601.3% | 875 | +2473.5% | 0.00% | – |
| PSK | Buy | SPDR SER TRice pfd sec etf | $150,808 | -1.2% | 4,506 | +0.3% | 0.00% | 0.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $160,194 | +8.3% | 1,637 | +0.2% | 0.00% | 0.0% |
| CTAS | Buy | CINTAS CORP | $138,188 | +10.6% | 278 | +3.0% | 0.00% | +33.3% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $153,353 | +9.6% | 2,987 | +10.4% | 0.00% | 0.0% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $153,543 | +4.7% | 3,100 | +5.2% | 0.00% | 0.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $150,651 | +291.3% | 3,703 | +288.6% | 0.00% | +300.0% |
| Buy | GENERAL ELECTRIC CO | $153,119 | +25.7% | 1,394 | +9.4% | 0.00% | +33.3% | |
| ENB | Buy | ENBRIDGE INC | $138,677 | +22.2% | 3,733 | +25.5% | 0.00% | +33.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $141,812 | +634.0% | 754 | +550.0% | 0.00% | +300.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $139,604 | +21.3% | 760 | +9.7% | 0.00% | +33.3% |
| ETN | Buy | EATON CORP PLC | $167,054 | +23.6% | 831 | +5.3% | 0.00% | 0.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $97,277 | +135.2% | 1,293 | +139.9% | 0.00% | +200.0% |
| TXN | Buy | TEXAS INSTRS INC | $109,092 | +10.0% | 606 | +13.7% | 0.00% | 0.0% |
| PLD | Buy | PROLOGIS INC. | $125,450 | +2.4% | 1,023 | +4.2% | 0.00% | 0.0% |
| MLPX | Buy | GLOBAL X FDSglb x mlp enrg i | $111,657 | +10.6% | 2,686 | +6.3% | 0.00% | 0.0% |
| CMA | Buy | COMERICA INC | $103,051 | -0.4% | 2,433 | +2.1% | 0.00% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $133,983 | +51.2% | 274 | +19.1% | 0.00% | +50.0% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $98,353 | +8.8% | 3,674 | +5.9% | 0.00% | +50.0% |
| EIX | Buy | EDISON INTL | $101,536 | +51.9% | 1,462 | +54.4% | 0.00% | +50.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $102,477 | +17.4% | 1,162 | +10.1% | 0.00% | +50.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $104,531 | +22.9% | 268 | +5.9% | 0.00% | +50.0% |
| CMI | Buy | CUMMINS INC | $111,571 | +6.1% | 455 | +3.4% | 0.00% | 0.0% |
| SLV | Buy | ISHARES SILVER TRishares | $121,956 | -4.0% | 5,838 | +1.6% | 0.00% | 0.0% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $123,844 | +1.7% | 6,644 | +0.2% | 0.00% | 0.0% |
| DFS | Buy | DISCOVER FINL SVCS | $110,160 | +18.4% | 943 | +0.2% | 0.00% | 0.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $132,161 | +165.2% | 751 | +132.5% | 0.00% | +200.0% |
| NDAQ | Buy | NASDAQ INC | $135,642 | -7.8% | 2,721 | +1.1% | 0.00% | -25.0% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $122,602 | +40.1% | 25,811 | +30.9% | 0.00% | +50.0% | |
| EPM | Buy | EVOLUTION PETE CORP | $101,282 | +29.8% | 12,550 | +1.5% | 0.00% | +50.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $119,184 | +13.4% | 1,634 | +8.4% | 0.00% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $71,083 | -0.9% | 6,594 | +2.9% | 0.00% | 0.0% |
| FAM | New | FIRST TR ABRDN GBL OPP INCM | $71,844 | – | 11,550 | +100.0% | 0.00% | – |
| HUBB | Buy | HUBBELL INC | $80,901 | +40.3% | 244 | +3.0% | 0.00% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $58,473 | +5.7% | 771 | +3.6% | 0.00% | 0.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $62,755 | +0.0% | 1,064 | +0.9% | 0.00% | 0.0% |
| WELL | Buy | WELLTOWER INC | $62,609 | +15.1% | 774 | +2.0% | 0.00% | +100.0% |
| IBTH | Buy | ISHARES TRibonds 27 trm ts | $61,931 | +10.9% | 2,796 | +13.5% | 0.00% | 0.0% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $79,553 | -1.1% | 5,332 | +2.4% | 0.00% | 0.0% |
| OZK | Buy | BANK OZK LITTLE ROCK ARK | $73,411 | +18.3% | 1,828 | +0.7% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $79,875 | -0.3% | 1,522 | +1.5% | 0.00% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $71,451 | +8.5% | 518 | +5.7% | 0.00% | 0.0% |
| Buy | WISDOMTREE TRfloatng rat trea | $66,473 | +1789.0% | 1,321 | +1787.1% | 0.00% | – | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $65,419 | +9.2% | 677 | +2.9% | 0.00% | 0.0% |
| PCG | Buy | PG&E CORP | $63,193 | +14.0% | 3,657 | +6.7% | 0.00% | 0.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $61,406 | +47.5% | 777 | +49.7% | 0.00% | +100.0% |
| WH | Buy | WYNDHAM HOTELS & RESORTS INC | $93,118 | +2.7% | 1,358 | +1.6% | 0.00% | 0.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $71,286 | +6.0% | 649 | +2.5% | 0.00% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $61,190 | -8.2% | 1,083 | +3.0% | 0.00% | 0.0% |
| FSLR | Buy | FIRST SOLAR INC | $78,127 | -10.2% | 411 | +2.8% | 0.00% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $74,603 | +15.7% | 490 | +100.0% | 0.00% | 0.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $63,632 | +32.9% | 289 | +27.3% | 0.00% | +100.0% |
| GM | Buy | GENERAL MTRS CO | $71,992 | +17.5% | 1,867 | +11.7% | 0.00% | 0.0% |
| MBB | Buy | ISHARES TRmbs etf | $96,062 | +78.5% | 1,030 | +81.3% | 0.00% | +100.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $82,245 | +74.4% | 2,079 | +74.0% | 0.00% | +100.0% |
| New | PEAKSTONE REALTY TRUST | $83,955 | – | 3,007 | +100.0% | 0.00% | – | |
| DOCU | Buy | DOCUSIGN INC | $84,452 | +71.8% | 1,653 | +96.1% | 0.00% | +100.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $62,560 | -0.2% | 1,564 | +2.1% | 0.00% | 0.0% |
| GTY | Buy | GETTY RLTY CORP NEW | $60,369 | -4.9% | 1,785 | +1.3% | 0.00% | 0.0% |
| CMS | Buy | CMS ENERGY CORP | $89,482 | +14.2% | 1,523 | +19.4% | 0.00% | 0.0% |
| DE | Buy | DEERE & CO | $94,814 | +8.3% | 234 | +10.4% | 0.00% | 0.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $77,918 | +32.8% | 726 | +25.2% | 0.00% | 0.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $40,360 | +133.8% | 487 | +127.6% | 0.00% | – |
| PAYX | Buy | PAYCHEX INC | $28,057 | +25.7% | 251 | +28.7% | 0.00% | 0.0% |
| PAAS | Buy | PAN AMERN SILVER CORP | $24,917 | +126.3% | 1,709 | +182.5% | 0.00% | – |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $20,975 | +294.1% | 61 | +281.2% | 0.00% | – |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $24,512 | +44.4% | 498 | +43.1% | 0.00% | – |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $52,779 | +386.8% | 1,071 | +398.1% | 0.00% | – |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $43,522 | +48.7% | 1,221 | +45.2% | 0.00% | 0.0% |
| IR | Buy | INGERSOLL RAND INC | $21,700 | +28.2% | 332 | +14.1% | 0.00% | – |
| BAX | Buy | BAXTER INTL INC | $30,935 | +17.2% | 679 | +4.3% | 0.00% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $50,002 | +14.7% | 397 | +15.7% | 0.00% | 0.0% |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD | $25,349 | – | 1,508 | +100.0% | 0.00% | – |
| WOR | Buy | WORTHINGTON INDS INC | $42,238 | +11.7% | 608 | +3.9% | 0.00% | 0.0% |
| XYL | Buy | XYLEM INC | $50,454 | +9.5% | 448 | +1.8% | 0.00% | 0.0% |
| ABNB | Buy | AIRBNB INC | $43,062 | +9.5% | 336 | +6.3% | 0.00% | 0.0% |
| ACI | New | ALBERTSONS COS INC | $43,422 | – | 1,990 | +100.0% | 0.00% | – |
| OTIS | Buy | OTIS WORLDWIDE CORP | $36,049 | +19.0% | 405 | +12.8% | 0.00% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $22,168 | +48.9% | 235 | +30.6% | 0.00% | – |
| CPB | Buy | CAMPBELL SOUP CO | $24,982 | -12.4% | 547 | +5.4% | 0.00% | 0.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $32,874 | -0.2% | 1,128 | +0.9% | 0.00% | 0.0% |
| OKE | Buy | ONEOK INC NEW | $43,266 | +0.4% | 701 | +3.4% | 0.00% | 0.0% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $22,033 | -0.0% | 116 | +5.5% | 0.00% | 0.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $22,262 | +2407.0% | 228 | +2180.0% | 0.00% | – |
| IEP | Buy | ICAHN ENTERPRISES LPdepositary unit | $50,948 | -25.2% | 1,755 | +33.3% | 0.00% | -50.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $45,148 | +13.9% | 786 | +7.1% | 0.00% | 0.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $30,147 | +129.3% | 576 | +111.8% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $26,635 | – | 77 | +100.0% | 0.00% | – |
| ITT | Buy | ITT INC | $21,998 | +14.3% | 236 | +5.8% | 0.00% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $32,762 | +27.9% | 1,068 | +14.2% | 0.00% | 0.0% |
| Buy | HF SINCLAIR CORP | $34,662 | -3.1% | 777 | +5.1% | 0.00% | 0.0% | |
| DG | Buy | DOLLAR GEN CORP NEW | $20,713 | -1.6% | 122 | +22.0% | 0.00% | 0.0% |
| HPQ | Buy | HP INC | $29,425 | +9.9% | 958 | +5.0% | 0.00% | 0.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $26,673 | +32.0% | 391 | +16.4% | 0.00% | 0.0% |
| HAL | Buy | HALLIBURTON CO | $21,312 | +94.7% | 646 | +86.7% | 0.00% | – |
| HTD | New | HANCOCK JOHN TAX-ADVANTAGED | $20,400 | – | 1,000 | +100.0% | 0.00% | – |
| CCL | Buy | CARNIVAL CORP | $57,801 | +109.4% | 3,070 | +12.9% | 0.00% | 0.0% |
| SNY | Buy | SANOFIsponsored adr | $24,686 | +12.0% | 458 | +13.1% | 0.00% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $28,632 | +0.7% | 342 | +1.5% | 0.00% | 0.0% |
| HUM | Buy | HUMANA INC | $30,852 | +38.2% | 69 | +50.0% | 0.00% | 0.0% |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $32,244 | +320.6% | 864 | +362.0% | 0.00% | – |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $29,414 | +167.4% | 1,755 | +192.5% | 0.00% | – |
| AEM | Buy | AGNICO EAGLE MINES LTD | $47,231 | +25.9% | 945 | +28.4% | 0.00% | 0.0% |
| NEM | Buy | NEWMONT CORP | $55,097 | -11.0% | 1,292 | +2.4% | 0.00% | -50.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $40,861 | +23.7% | 822 | +13.9% | 0.00% | 0.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $41,482 | -2.3% | 549 | +3.0% | 0.00% | 0.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $54,784 | +20.8% | 108 | +5.9% | 0.00% | 0.0% |
| ASML | Buy | ASML HOLDING N V | $25,366 | +69.4% | 35 | +59.1% | 0.00% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $34,255 | – | 1,105 | +100.0% | 0.00% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $39,125 | +14.6% | 323 | +4.2% | 0.00% | 0.0% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $55,973 | +11.9% | 2,942 | +13.5% | 0.00% | 0.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $45,381 | -2.8% | 502 | +2.9% | 0.00% | 0.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $24,057 | +8.4% | 1,444 | +0.7% | 0.00% | 0.0% | |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $47,289 | +240.6% | 992 | +242.1% | 0.00% | – |
| RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $23,687 | +2.2% | 519 | +3.8% | 0.00% | 0.0% |
| JD | Buy | JD.COM INCspon adr cl a | $21,263 | -19.3% | 623 | +3.8% | 0.00% | 0.0% |
| FSK | Buy | FS KKR CAP CORP | $46,070 | +21.1% | 2,402 | +16.8% | 0.00% | 0.0% |
| TM | Buy | TOYOTA MOTOR CORPads | $29,417 | +162.8% | 183 | +131.6% | 0.00% | – |
| KLAC | Buy | KLA CORP | $33,466 | +49.7% | 69 | +23.2% | 0.00% | 0.0% |
| FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $38,701 | – | 1,937 | +100.0% | 0.00% | – |
| CAH | Buy | CARDINAL HEALTH INC | $26,196 | +158.9% | 277 | +106.7% | 0.00% | – |
| ESS | Buy | ESSEX PPTY TR INC | $31,631 | +16.3% | 135 | +3.8% | 0.00% | 0.0% |
| ROST | Buy | ROSS STORES INC | $27,023 | +9.8% | 241 | +3.9% | 0.00% | 0.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $54,049 | +48.6% | 1,252 | +9.2% | 0.00% | 0.0% |
| New | CORE LABORATORIES INC | $27,900 | – | 1,200 | +100.0% | 0.00% | – | |
| New | COREBRIDGE FINL INC | $33,554 | – | 1,900 | +100.0% | 0.00% | – | |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $22,189 | +23.4% | 1,023 | +4.4% | 0.00% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $46,759 | -13.7% | 561 | +5.8% | 0.00% | 0.0% |
| SMBC | New | SOUTHERN MO BANCORP INC | $23,070 | – | 600 | +100.0% | 0.00% | – |
| FTV | Buy | FORTIVE CORP | $31,254 | +14.0% | 418 | +4.0% | 0.00% | 0.0% |
| PLUG | Buy | PLUG POWER INC | $21,518 | -6.8% | 2,071 | +5.1% | 0.00% | 0.0% |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $32,501 | – | 2,305 | +100.0% | 0.00% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $48,096 | +30.3% | 624 | +27.1% | 0.00% | 0.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $34,878 | +77.3% | 102 | +32.5% | 0.00% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORP | $30,857 | +66.3% | 48 | +37.1% | 0.00% | 0.0% |
| HSY | Buy | HERSHEY CO | $27,467 | +2.8% | 110 | +4.8% | 0.00% | 0.0% |
| OIH | Buy | VANECK ETF TRUSToil services etf | $40,552 | +161.3% | 141 | +151.8% | 0.00% | – |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $31,517 | +3.1% | 434 | +15.1% | 0.00% | 0.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $50,228 | +55.9% | 691 | +58.1% | 0.00% | 0.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $38,546 | +11.2% | 404 | +9.2% | 0.00% | 0.0% |
| EFV | Buy | ISHARES TReafe value etf | $43,606 | +7.2% | 891 | +6.3% | 0.00% | 0.0% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $37,209 | +9.3% | 458 | +10.4% | 0.00% | 0.0% | |
| COG | Buy | COTERRA ENERGY INC | $33,092 | +2040.5% | 1,308 | +1976.2% | 0.00% | – |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $32,119 | +21.8% | 225 | +25.0% | 0.00% | 0.0% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $20,266 | +36.9% | 319 | +41.2% | 0.00% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $24,091 | +100279.2% | 587 | +58600.0% | 0.00% | – |
| SHOP | Buy | SHOPIFY INCcl a | $50,259 | +37.9% | 778 | +2.4% | 0.00% | 0.0% |
| L | Buy | LOEWS CORP | $36,568 | +2.4% | 616 | +0.2% | 0.00% | 0.0% |
| GPC | Buy | GENUINE PARTS CO | $20,646 | +10.2% | 122 | +8.9% | 0.00% | 0.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $54,951 | +8.8% | 652 | +10.5% | 0.00% | 0.0% |
| ET | Buy | ENERGY TRANSFER L P | $38,030 | +33.9% | 2,994 | +31.5% | 0.00% | 0.0% |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $46,823 | +17.9% | 281 | +0.4% | 0.00% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $43,796 | -0.1% | 906 | +4.6% | 0.00% | 0.0% |
| PBA | Buy | PEMBINA PIPELINE CORP | $54,234 | +36.2% | 1,725 | +40.4% | 0.00% | 0.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $52,459 | +115.7% | 647 | +118.6% | 0.00% | 0.0% |
| VMC | Buy | VULCAN MATLS CO | $43,735 | +34.2% | 194 | +2.1% | 0.00% | 0.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $2,545 | +84.8% | 166 | +1.8% | 0.00% | – |
| PCTY | Buy | PAYLOCITY HLDG CORP | $3,691 | +16.1% | 20 | +25.0% | 0.00% | – |
| PENN | New | PENN ENTERTAINMENT INC | $360 | – | 15 | +100.0% | 0.00% | – |
| PFLT | Buy | PENNANTPARK FLOATING RATE CA | $4,793 | +224.9% | 450 | +223.7% | 0.00% | – |
| PMT | New | PENNYMAC MTG INVT TR | $553 | – | 41 | +100.0% | 0.00% | – |
| PKI | New | REVVITY INC | $950 | – | 8 | +100.0% | 0.00% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $1,334 | – | 50 | +100.0% | 0.00% | – |
| PBRA | New | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $1,880 | – | 152 | +100.0% | 0.00% | – |
| PCN | New | PIMCO CORPORATE & INCM STRG | $1,324 | – | 101 | +100.0% | 0.00% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $5,745 | -0.3% | 63 | +1.6% | 0.00% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $830 | – | 12 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $738 | – | 27 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INCcl a | $674 | – | 10 | +100.0% | 0.00% | – |
| PII | Buy | POLARIS INC | $2,902 | +54.3% | 24 | +41.2% | 0.00% | – |
| POR | New | PORTLAND GEN ELEC CO | $749 | – | 16 | +100.0% | 0.00% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $4,033 | +490.5% | 36 | +500.0% | 0.00% | – |
| FRST | New | PRIMIS FINANCIAL CORP | $1,154 | – | 137 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $4,633 | – | 35 | +100.0% | 0.00% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $278 | – | 20 | +100.0% | 0.00% | – |
| RINF | Buy | PROSHARES TRinflatn expectns | $1,071 | +2.5% | 33 | +3.1% | 0.00% | – |
| PTGX | New | PROTAGONIST THERAPEUTICS INC | $28 | – | 1 | +100.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCadr | $765 | – | 27 | +100.0% | 0.00% | – |
| PCYO | New | PURE CYCLE CORP | $1,188 | – | 108 | +100.0% | 0.00% | – |
| New | PYXIS ONCOLOGY INC | $3 | – | 1 | +100.0% | 0.00% | – | |
| QRVO | New | QORVO INC | $510 | – | 5 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC | $2,750 | – | 14 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $328 | – | 41 | +100.0% | 0.00% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC | $2,811 | +52.9% | 20 | +53.8% | 0.00% | – |
| RH | Buy | RH | $659 | +170.1% | 2 | +100.0% | 0.00% | – |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $508 | – | 287 | +100.0% | 0.00% | – |
| Buy | RXO INC | $317 | +101.9% | 14 | +75.0% | 0.00% | – | |
| RDN | New | RADIAN GROUP INC | $683 | – | 27 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINL INC | $519 | – | 5 | +100.0% | 0.00% | – |
| RBC | New | REGAL REXNORD CORPORATION | $1,385 | – | 9 | +100.0% | 0.00% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $12,215 | +14.4% | 17 | +30.8% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $1,248 | – | 9 | +100.0% | 0.00% | – |
| RCII | Buy | UPBOUND GROUP INC | $961 | +28.8% | 31 | +3.3% | 0.00% | – |
| RPAY | Buy | REPAY HLDGS CORP | $415 | +21.3% | 53 | +1.9% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $3,676 | – | 24 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC | $1,093 | – | 5 | +100.0% | 0.00% | – |
| RIO | Buy | RIO TINTO PLCsponsored adr | $3,575 | +18.5% | 56 | +27.3% | 0.00% | – |
| RBLX | Buy | ROBLOX CORPcl a | $1,290 | +2.5% | 32 | +14.3% | 0.00% | – |
| RCKT | New | ROCKET PHARMACEUTICALS INC | $676 | – | 34 | +100.0% | 0.00% | – |
| ROKU | Buy | ROKU INC | $1,983 | +77.2% | 31 | +82.4% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $1,923 | – | 4 | +100.0% | 0.00% | – |
| R | New | RYDER SYS INC | $13,566 | – | 160 | +100.0% | 0.00% | – |
| SPGI | Buy | S&P GLOBAL INC | $12,828 | +830.2% | 32 | +700.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,159 | – | 5 | +100.0% | 0.00% | – |
| SEIC | New | SEI INVTS CO | $775 | – | 13 | +100.0% | 0.00% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $6,561 | +34.6% | 85 | +32.8% | 0.00% | – |
| KCE | New | SPDR SER TRs&p cap mkts | $1,783 | – | 21 | +100.0% | 0.00% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $909 | – | 15 | +100.0% | 0.00% | – |
| New | SPX TECHNOLOGIES INC | $850 | – | 10 | +100.0% | 0.00% | – | |
| SBRA | Buy | SABRA HEALTH CARE REIT INC | $2,660 | +110.3% | 226 | +105.5% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD | $4,096 | – | 800 | +100.0% | 0.00% | – |
| SAP | Buy | SAP SEspon adr | $6,567 | +116.2% | 48 | +100.0% | 0.00% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $11,273 | +59.7% | 257 | +53.0% | 0.00% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $14,845 | – | 337 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $3,473 | – | 141 | +100.0% | 0.00% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $1,991 | – | 60 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $5,953 | – | 118 | +100.0% | 0.00% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $864 | – | 15 | +100.0% | 0.00% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,758 | +175700.0% | 90 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $2,060 | – | 61 | +100.0% | 0.00% | – |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $2,362 | +15.7% | 21 | +10.5% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $1,103 | – | 19 | +100.0% | 0.00% | – |
| SGEN | New | SEAGEN INC | $1,155 | – | 6 | +100.0% | 0.00% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $7,497 | +4.5% | 101 | +5.2% | 0.00% | – |
| S | New | SENTINELONE INCcl a | $121 | – | 8 | +100.0% | 0.00% | – |
| SHG | New | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $1,407 | – | 54 | +100.0% | 0.00% | – |
| SHYF | New | SHYFT GROUP INC | $6,618 | – | 300 | +100.0% | 0.00% | – |
| SIGA | New | SIGA TECHNOLOGIES INC | $505 | – | 100 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $1,104 | – | 7 | +100.0% | 0.00% | – |
| SVM | New | SILVERCORP METALS INC | $1,029 | – | 365 | +100.0% | 0.00% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $2,165 | +307.0% | 19 | +280.0% | 0.00% | – |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,337 | +41.5% | 516 | +24.0% | 0.00% | – |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $4,235 | +3060.4% | 163 | +3160.0% | 0.00% | – |
| New | SKILLZ INC | $4,095 | – | 450 | +100.0% | 0.00% | – | |
| SNA | New | SNAP ON INC | $1,441 | – | 5 | +100.0% | 0.00% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $2,701 | – | 30 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $1,435 | – | 20 | +100.0% | 0.00% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $551 | – | 14 | +100.0% | 0.00% | – |
| SII | New | SPROTT INC | $713 | – | 22 | +100.0% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INC | $735 | – | 20 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORP | $659 | – | 9 | +100.0% | 0.00% | – |
| SF | New | STIFEL FINL CORP | $1,253 | – | 21 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $2,100 | – | 42 | +100.0% | 0.00% | – |
| SSUS | New | STRATEGY SHSday hagan ned | $426 | – | 12 | +100.0% | 0.00% | – |
| SUI | New | SUN CMNTYS INC | $3,392 | – | 26 | +100.0% | 0.00% | – |
| SLF | New | SUN LIFE FINANCIAL INC. | $1,407 | – | 27 | +100.0% | 0.00% | – |
| SUZ | New | SUZANO S Aspon ads | $516 | – | 56 | +100.0% | 0.00% | – |
| Buy | SYLVAMO CORP | $566 | +1130.4% | 14 | +1300.0% | 0.00% | – | |
| SNPS | Buy | SYNOPSYS INC | $7,402 | +27.8% | 17 | +13.3% | 0.00% | – |
| SYF | Buy | SYNCHRONY FINANCIAL | $2,578 | +533.4% | 76 | +442.9% | 0.00% | – |
| TCMD | New | TACTILE SYS TECHNOLOGY INC | $25 | – | 1 | +100.0% | 0.00% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $5,886 | +26.5% | 40 | +2.6% | 0.00% | – |
| TH | New | TARGET HOSPITALITY CORP | $27 | – | 2 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTDcl b | $1,010 | – | 24 | +100.0% | 0.00% | – |
| TPX | New | TEMPUR SEALY INTL INC | $2,564 | – | 64 | +100.0% | 0.00% | – |
| TENB | New | TENABLE HLDGS INC | $784 | – | 18 | +100.0% | 0.00% | – |
| TDC | Buy | TERADATA CORP DEL | $18,854 | +38.9% | 353 | +4.7% | 0.00% | – |
| TXT | Buy | TEXTRON INC | $3,787 | +5233.8% | 56 | +5500.0% | 0.00% | – |
| TTD | Buy | THE TRADE DESK INC | $8,726 | +43.3% | 113 | +13.0% | 0.00% | – |
| TDW | New | TIDEWATER INC NEW | $55 | – | 1 | +100.0% | 0.00% | – |
| TIMB | New | TIM S Asponsored adr | $1,177 | – | 77 | +100.0% | 0.00% | – |
| New | TONIX PHARMACEUTICALS HLDG C | $17 | – | 11 | +100.0% | 0.00% | – | |
| TDG | New | TRANSDIGM GROUP INC | $3,577 | – | 4 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $1,112 | – | 21 | +100.0% | 0.00% | – |
| TCOM | New | TRIP COM GROUP LTDads | $770 | – | 22 | +100.0% | 0.00% | – |
| HEAR | New | TURTLE BEACH CORP | $12 | – | 1 | +100.0% | 0.00% | – |
| UDR | New | UDR INC | $1,461 | – | 34 | +100.0% | 0.00% | – |
| UGIC | New | UGI CORP NEWunit 06/01/2024 | $3,985 | – | 60 | +100.0% | 0.00% | – |
| USAC | New | USA COMPRESSION PARTNERS LP | $691 | – | 35 | +100.0% | 0.00% | – |
| UI | New | UBIQUITI INC | $527 | – | 3 | +100.0% | 0.00% | – |
| UL | Buy | UNILEVER PLCspon adr new | $7,820 | +32.1% | 150 | +31.6% | 0.00% | – |
| UAL | Buy | UNITED AIRLS HLDGS INC | $19,150 | +117.5% | 349 | +75.4% | 0.00% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $1,444 | – | 183 | +100.0% | 0.00% | – |
| USFD | New | US FOODS HLDG CORP | $1,364 | – | 31 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $883 | – | 4 | +100.0% | 0.00% | – |
| U | Buy | UNITY SOFTWARE INC | $738 | +42.2% | 17 | +6.2% | 0.00% | – |
| UNVR | New | UNIVAR SOLUTIONS INC | $2,903 | – | 81 | +100.0% | 0.00% | – |
| UNM | New | UNUM GROUP | $239 | – | 5 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $755 | – | 3 | +100.0% | 0.00% | – |
| CRAK | New | VANECK ETF TRUSToil refiners etf | $10,860 | – | 359 | +100.0% | 0.00% | – |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $7,003 | +3856.5% | 274 | +3814.3% | 0.00% | – |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $10,788 | +28.0% | 144 | +30.9% | 0.00% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $6,629 | – | 113 | +100.0% | 0.00% | – |
| VEEV | Buy | VEEVA SYS INC | $3,164 | +56.5% | 16 | +45.5% | 0.00% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $5,271 | – | 26 | +100.0% | 0.00% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $15,188 | +516.4% | 76 | +484.6% | 0.00% | – |
| VBTX | New | VERITEX HLDGS INC | $1,004 | – | 56 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $3,616 | – | 16 | +100.0% | 0.00% | – |
| VET | New | VERMILION ENERGY INC | $498 | – | 40 | +100.0% | 0.00% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $7,742 | +104.8% | 22 | +83.3% | 0.00% | – |
| VRT | New | VERTIV HOLDINGS CO | $421 | – | 17 | +100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC | $2,452 | – | 78 | +100.0% | 0.00% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $16 | – | 1 | +100.0% | 0.00% | – |
| VC | Buy | VISTEON CORP | $1,149 | +631.8% | 8 | +700.0% | 0.00% | – |
| New | VITESSE ENERGY INC | $90 | – | 4 | +100.0% | 0.00% | – | |
| VMW | Buy | VMWARE INC | $14,656 | +26.2% | 102 | +9.7% | 0.00% | – |
| VNT | Buy | VONTIER CORPORATION | $5,347 | +22.2% | 166 | +3.8% | 0.00% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $1,179 | – | 65 | +100.0% | 0.00% | – |
| VOYA | New | VOYA FINANCIAL INC | $1,721 | – | 24 | +100.0% | 0.00% | – |
| WAB | Buy | WABTEC | $4,835 | +32.6% | 44 | +22.2% | 0.00% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $313 | – | 12 | +100.0% | 0.00% | – |
| WBS | Buy | WEBSTER FINL CORP | $1,246 | +425.7% | 33 | +450.0% | 0.00% | – |
| WB | New | WEIBO CORPsponsored adr | $446 | – | 34 | +100.0% | 0.00% | – |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $1,530 | +342.2% | 4 | +300.0% | 0.00% | – |
| WLK | New | WESTLAKE CORPORATION | $1,314 | – | 11 | +100.0% | 0.00% | – |
| WRK | Buy | WESTROCK CO | $2,093 | +524.8% | 72 | +554.5% | 0.00% | – |
| WEX | New | WEX INC | $910 | – | 5 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $2,815 | – | 84 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $744 | – | 5 | +100.0% | 0.00% | – |
| WSM | Buy | WILLIAMS SONOMA INC | $1,627 | +1233.6% | 13 | +1200.0% | 0.00% | – |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $1,195 | +59.3% | 25 | +56.2% | 0.00% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $2,162 | – | 458 | +100.0% | 0.00% | – |
| WOPEY | Buy | WOODSIDE ENERGY GROUP LTDsponsored adr | $2,551 | +531.4% | 110 | +511.1% | 0.00% | – |
| WWD | Buy | WOODWARD INC | $1,546 | +217.5% | 13 | +160.0% | 0.00% | – |
| WF | New | WOORI FINL GROUP INCsponsored ads | $2,264 | – | 84 | +100.0% | 0.00% | – |
| WDAY | Buy | WORKDAY INCcl a | $6,325 | +410.5% | 28 | +366.7% | 0.00% | – |
| WKHS | New | WORKHORSE GROUP INC | $1 | – | 1 | +100.0% | 0.00% | – |
| XRX | Buy | XEROX HOLDINGS CORP | $3,617 | -3.1% | 243 | +0.4% | 0.00% | – |
| ZION | Buy | ZIONS BANCORPORATION N A | $3,492 | +1067.9% | 130 | +1200.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $6,372 | – | 37 | +100.0% | 0.00% | – |
| ZUMZ | New | ZUMIEZ INC | $317 | – | 19 | +100.0% | 0.00% | – |
| ADNT | Buy | ADIENT PLC | $623 | +14.7% | 16 | +23.1% | 0.00% | – |
| DOX | Buy | AMDOCS LTD | $4,251 | +47.6% | 43 | +43.3% | 0.00% | – |
| AON | New | AON PLC | $3,107 | – | 9 | +100.0% | 0.00% | – |
| AXTA | New | AXALTA COATING SYS LTD | $1,247 | – | 38 | +100.0% | 0.00% | – |
| New | BIT BROTHER LIMITED | $53 | – | 100 | +100.0% | 0.00% | – | |
| CPRI | Buy | CAPRI HOLDINGS LIMITED | $2,189 | +102.5% | 61 | +165.2% | 0.00% | – |
| CMPR | New | CIMPRESS PLC | $59 | – | 1 | +100.0% | 0.00% | – |
| ESNT | New | ESSENT GROUP LTD | $421 | – | 9 | +100.0% | 0.00% | – |
| FERG | New | FERGUSON PLC NEW | $944 | – | 6 | +100.0% | 0.00% | – |
| New | GLOBALFOUNDRIES INCordinary shares | $517 | – | 8 | +100.0% | 0.00% | – | |
| New | GAMBLING COM GROUP LIMITEDordinary shares | $604 | – | 59 | +100.0% | 0.00% | – | |
| IVZ | Buy | INVESCO LTD | $3,850 | +611.6% | 229 | +593.9% | 0.00% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $4,586 | – | 272 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $2,947 | – | 71 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC | $68 | – | 1 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $4,108 | +136.1% | 64 | +106.5% | 0.00% | – |
| SGH | Buy | SMART GLOBAL HLDGS INC | $1,102 | +969.9% | 38 | +533.3% | 0.00% | – |
| PRGO | New | PERRIGO CO PLC | $1,494 | – | 44 | +100.0% | 0.00% | – |
| LOGI | New | LOGITECH INTL S A | $713 | – | 12 | +100.0% | 0.00% | – |
| RIG | Buy | TRANSOCEAN LTD | $7,361 | +10.6% | 1,050 | +0.4% | 0.00% | – |
| New | ARRIVAL | $1,290 | – | 500 | +100.0% | 0.00% | – | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $1,284 | – | 8 | +100.0% | 0.00% | – |
| CYBR | New | CYBERARK SOFTWARE LTD | $625 | – | 4 | +100.0% | 0.00% | – |
| WIX | New | WIX COM LTD | $548 | – | 7 | +100.0% | 0.00% | – |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $6,059 | +888.4% | 489 | +1780.8% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $1,842 | – | 9 | +100.0% | 0.00% | – |
| QGEN | New | QIAGEN NV | $630 | – | 14 | +100.0% | 0.00% | – |
| ASC | New | ARDMORE SHIPPING CORP | $49 | – | 4 | +100.0% | 0.00% | – |
| CMRE | New | COSTAMARE INC | $783 | – | 81 | +100.0% | 0.00% | – |
| DSX | New | DIANA SHIPPING INC | $1,476 | – | 400 | +100.0% | 0.00% | – |
| New | GENIUS GROUP LTD | $2 | – | 3 | +100.0% | 0.00% | – | |
| INSW | New | INTERNATIONAL SEAWAYS INC | $76 | – | 2 | +100.0% | 0.00% | – |
| New | OCEANPAL INC | $21 | – | 13 | +100.0% | 0.00% | – | |
| STNG | New | SCORPIO TANKERS INC | $47 | – | 1 | +100.0% | 0.00% | – |
| ADMA | New | ADMA BIOLOGICS INC | $4 | – | 1 | +100.0% | 0.00% | – |
| AGNC | Buy | AGNC INVT CORP | $17,353 | +13.7% | 1,713 | +13.1% | 0.00% | – |
| AES | Buy | AES CORP | $1,099 | +128.0% | 53 | +165.0% | 0.00% | – |
| AMC | Buy | AMC ENTMT HLDGS INC | $1,580 | +5.1% | 359 | +19.7% | 0.00% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $1,324 | – | 170 | +100.0% | 0.00% | – |
| ASTS | Buy | AST SPACEMOBILE INC | $4,677 | +2.3% | 995 | +10.6% | 0.00% | – |
| AOD | New | ABRDN TOTAL DYNAMIC DIVIDEND | $826 | – | 100 | +100.0% | 0.00% | – |
| ACCD | New | ACCOLADE INC | $1,037 | – | 77 | +100.0% | 0.00% | – |
| AYI | Buy | ACUITY BRANDS INC | $489 | +167.2% | 3 | +200.0% | 0.00% | – |
| GOLF | Buy | ACUSHNET HLDGS CORP | $984 | +285.9% | 18 | +260.0% | 0.00% | – |
| AAP | Buy | ADVANCE AUTO PARTS INC | $984 | -19.1% | 14 | +40.0% | 0.00% | – |
| ACM | New | AECOM | $1,101 | – | 13 | +100.0% | 0.00% | – |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $899 | – | 6 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $1,203 | – | 10 | +100.0% | 0.00% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $623 | – | 22 | +100.0% | 0.00% | – |
| AL | New | AIR LEASE CORPcl a | $1,465 | – | 35 | +100.0% | 0.00% | – |
| AKRO | New | AKERO THERAPEUTICS INC | $47 | – | 1 | +100.0% | 0.00% | – |
| ALK | Buy | ALASKA AIR GROUP INC | $1,542 | +1123.8% | 29 | +866.7% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $1,061 | – | 3 | +100.0% | 0.00% | – |
| ALLK | New | ALLAKOS INC | $13 | – | 3 | +100.0% | 0.00% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $135 | – | 3 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INC | $1,080 | – | 40 | +100.0% | 0.00% | – |
| ATEC | New | ALPHATEC HLDGS INC | $18 | – | 1 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV SAsponsored adr | $569 | – | 179 | +100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP | $17,232 | +8.4% | 211 | +14.7% | 0.00% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $5,696 | +253.3% | 99 | +209.4% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $2,886 | – | 15 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC | $6,799 | – | 42 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $5,012 | – | 59 | +100.0% | 0.00% | – |
| ANAB | New | ANAPTYSBIO INC | $468 | – | 23 | +100.0% | 0.00% | – |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $5,899 | +13.3% | 104 | +33.3% | 0.00% | – |
| AR | New | ANTERO RESOURCES CORP | $69 | – | 3 | +100.0% | 0.00% | – |
| ANTM | Buy | ELEVANCE HEALTH INC | $13,773 | +130.4% | 31 | +138.5% | 0.00% | – |
| APA | Buy | APA CORPORATION | $4,100 | +14.8% | 120 | +21.2% | 0.00% | – |
| Buy | APOLLO GLOBAL MGMT INC | $1,613 | +184.0% | 21 | +133.3% | 0.00% | – | |
| New | APPTECH PMTS CORP | $985 | – | 500 | +100.0% | 0.00% | – | |
| ARMK | New | ARAMARK | $1,076 | – | 25 | +100.0% | 0.00% | – |
| ABR | Buy | ARBOR REALTY TRUST INC | $1,003 | +33.4% | 68 | +4.6% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,558 | – | 57 | +100.0% | 0.00% | – |
| New | ARCELLX INC | $1,897 | – | 60 | +100.0% | 0.00% | – | |
| ARDX | New | ARDELYX INC | $7 | – | 2 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS INC | $972 | – | 6 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY TECHNOLOGIES INC | $158 | – | 7 | +100.0% | 0.00% | – |
| ASUR | New | ASURE SOFTWARE INC | $12 | – | 1 | +100.0% | 0.00% | – |
| ATRC | New | ATRICURE INC | $592 | – | 12 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC | $124 | -10.1% | 232 | +17.2% | 0.00% | – |
| ADSK | Buy | AUTODESK INC | $3,478 | +108.9% | 17 | +112.5% | 0.00% | – |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $1,021 | – | 35 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INC | $657 | – | 32 | +100.0% | 0.00% | – |
| BGS | Buy | B & G FOODS INC NEW | $5,178 | +5.2% | 372 | +17.4% | 0.00% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $17,935 | -4.9% | 131 | +4.8% | 0.00% | -100.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $17,057 | +6.3% | 383 | +8.5% | 0.00% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $1,501 | – | 30 | +100.0% | 0.00% | – |
| BKU | New | BANKUNITED INC | $991 | – | 46 | +100.0% | 0.00% | – |
| GOLD | Buy | BARRICK GOLD CORP | $13,510 | +60.6% | 798 | +76.2% | 0.00% | – |
| BTEGF | New | BAYTEX ENERGY CORP | $290 | – | 89 | +100.0% | 0.00% | – |
| BGNE | New | BEIGENE LTDsponsored adr | $535 | – | 3 | +100.0% | 0.00% | – |
| BRY | New | BERRY CORP | $83 | – | 12 | +100.0% | 0.00% | – |
| BBY | Buy | BEST BUY INC | $3,524 | +18.5% | 43 | +13.2% | 0.00% | – |
| BHP | Buy | BHP GROUP LTDsponsored ads | $5,012 | +52.0% | 84 | +61.5% | 0.00% | – |
| BILI | Buy | BILIBILI INCspons ads rep z | $740 | +214.9% | 49 | +390.0% | 0.00% | – |
| BILL | Buy | BILL HOLDINGS INC | $467 | +188.3% | 4 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INCcl a | $758 | – | 2 | +100.0% | 0.00% | – |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $7,628 | -1.9% | 88 | +10.0% | 0.00% | – |
| TECH | New | BIO-TECHNE CORP | $1,469 | – | 18 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SEsponsored ads | $3,454 | – | 32 | +100.0% | 0.00% | – |
| BDSX | New | BIODESIX INC | $123 | – | 100 | +100.0% | 0.00% | – |
| BMEA | New | BIOMEA FUSION INC | $2,546 | – | 116 | +100.0% | 0.00% | – |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $6,537 | – | 644 | +100.0% | 0.00% | – |
| MUA | New | BLACKROCK MUNIASSETS FD INC | $692 | – | 68 | +100.0% | 0.00% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $1,582 | – | 76 | +100.0% | 0.00% | – |
| HRB | New | BLOCK H & R INC | $1,370 | – | 43 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HOLDINGS INC | $2,700 | – | 1 | +100.0% | 0.00% | – |
| BWA | Buy | BORGWARNER INC | $5,331 | +9.6% | 109 | +10.1% | 0.00% | – |
| BXP | New | BOSTON PROPERTIES INC | $1,497 | – | 26 | +100.0% | 0.00% | – |
| BYD | New | BOYD GAMING CORP | $4,370 | – | 63 | +100.0% | 0.00% | – |
| BWB | New | BRIDGEWATER BANCSHARES INC | $867 | – | 88 | +100.0% | 0.00% | – |
| New | BROOKFIELD CORPcl a ltd vt sh | $1,514 | – | 45 | +100.0% | 0.00% | – | |
| BFB | New | BROWN FORMAN CORPcl b | $735 | – | 11 | +100.0% | 0.00% | – |
| BC | New | BRUNSWICK CORP | $1,126 | – | 13 | +100.0% | 0.00% | – |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $8,160 | +440.8% | 60 | +252.9% | 0.00% | – |
| BFST | New | BUSINESS FIRST BANCSHARES IN | $1,191 | – | 79 | +100.0% | 0.00% | – |
| AI | Buy | C3 AI INCcl a | $2,587 | +54.1% | 71 | +42.0% | 0.00% | – |
| CBZ | New | CBIZ INC | $53 | – | 1 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL MKTS INC | $1,518 | – | 11 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $2,583 | – | 32 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $1,468 | – | 8 | +100.0% | 0.00% | – |
| CF | New | CF INDS HLDGS INC | $1,111 | – | 16 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $944 | – | 10 | +100.0% | 0.00% | – |
| CCNE | New | CNB FINL CORP PA | $1,288 | – | 73 | +100.0% | 0.00% | – |
| WHD | New | CACTUS INCcl a | $804 | – | 19 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $4,221 | – | 18 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $510 | – | 10 | +100.0% | 0.00% | – |
| New | CAMBER ENERGY INC | $64 | – | 100 | +100.0% | 0.00% | – | |
| New | CANADIAN PACIFIC KANSAS CITY | $2,908 | – | 36 | +100.0% | 0.00% | – | |
| GOEV | Buy | CANOO INC | $361 | -7.4% | 752 | +26.0% | 0.00% | – |
| COF | Buy | CAPITAL ONE FINL CORP | $13,124 | +77.3% | 120 | +55.8% | 0.00% | – |
| CFFN | Buy | CAPITOL FED FINL INC | $8,977 | +122.3% | 1,455 | +142.5% | 0.00% | – |
| KMX | Buy | CARMAX INC | $18,330 | +231.6% | 219 | +154.7% | 0.00% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $954 | – | 17 | +100.0% | 0.00% | – |
| New | CAVA GROUP INC | $491 | – | 12 | +100.0% | 0.00% | – | |
| CELH | New | CELSIUS HLDGS INC | $895 | – | 6 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $5,868 | – | 87 | +100.0% | 0.00% | – |
| CVE | New | CENOVUS ENERGY INC | $866 | – | 51 | +100.0% | 0.00% | – |
| EBR | New | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $1,224 | – | 148 | +100.0% | 0.00% | – |
| CDAY | New | CERIDIAN HCM HLDG INC | $536 | – | 8 | +100.0% | 0.00% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $88 | +319.0% | 10 | +400.0% | 0.00% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $12,858 | +16.0% | 35 | +12.9% | 0.00% | – |
| PLCE | Buy | CHILDRENS PL INC NEW | $511 | +111.2% | 22 | +266.7% | 0.00% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $17,112 | +150.4% | 8 | +100.0% | 0.00% | – |
| IMOS | New | CHIPMOS TECHNOLOGIES INCsponsord ads new | $95 | – | 4 | +100.0% | 0.00% | – |
| CHT | New | CHUNGHWA TELECOM CO LTDspon adr new11 | $3,915 | – | 105 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT CO INC | $1,804 | – | 18 | +100.0% | 0.00% | – |
| CHDN | New | CHURCHILL DOWNS INC | $2,227 | – | 16 | +100.0% | 0.00% | – |
| CIR | Buy | CIRCOR INTL INC | $169 | +172.6% | 3 | +50.0% | 0.00% | – |
| CIVB | New | CIVISTA BANCSHARES INC | $365 | – | 21 | +100.0% | 0.00% | – |
| CWEN | Buy | CLEARWAY ENERGY INCcl c | $600 | -4.3% | 21 | +5.0% | 0.00% | – |
| NET | Buy | CLOUDFLARE INC | $1,504 | +248.1% | 23 | +228.6% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,024 | – | 31 | +100.0% | 0.00% | – |
| New | ENOVIS CORPORATION | $385 | – | 6 | +100.0% | 0.00% | – | |
| COLB | New | COLUMBIA BKG SYS INC | $385 | – | 19 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $3,831 | – | 42 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $956 | – | 11 | +100.0% | 0.00% | – |
| CW | New | CURTISS WRIGHT CORP | $1,469 | – | 8 | +100.0% | 0.00% | – |
| HAUZ | New | DBX ETF TRxtrack intl real | $1,771 | – | 88 | +100.0% | 0.00% | – |
| DNP | New | DNP SELECT INCOME FD INC | $5,900 | – | 563 | +100.0% | 0.00% | – |
| DHI | Buy | D R HORTON INC | $9,005 | +37.6% | 74 | +10.4% | 0.00% | – |
| DAKT | New | DAKTRONICS INC | $6 | – | 1 | +100.0% | 0.00% | – |
| DALN | New | DALLASNEWS CORPORATION | $4 | – | 1 | +100.0% | 0.00% | – |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $4,870 | +55.3% | 90 | +15.4% | 0.00% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $11,297 | +9.2% | 86 | +11.7% | 0.00% | – |
| Buy | DIGITAL WORLD ACQUISITION CO | $8,604 | +4.7% | 685 | +17.1% | 0.00% | – | |
| APPS | Buy | DIGITAL TURBINE INC | $928 | +87.9% | 100 | +150.0% | 0.00% | – |
| DISH | New | DISH NETWORK CORPORATIONcl a | $198 | – | 30 | +100.0% | 0.00% | – |
| RDY | New | DR REDDYS LABS LTDadr | $3,597 | – | 57 | +100.0% | 0.00% | – |
| DLTR | Buy | DOLLAR TREE INC | $4,879 | +35.9% | 34 | +36.0% | 0.00% | – |
| DASH | New | DOORDASH INCcl a | $1,070 | – | 14 | +100.0% | 0.00% | – |
| DEI | New | DOUGLAS EMMETT INC | $968 | – | 77 | +100.0% | 0.00% | – |
| Buy | DRAFTKINGS INC NEW | $16,341 | +77.7% | 615 | +29.5% | 0.00% | – | |
| E | New | ENI S P Asponsored adr | $1,900 | – | 66 | +100.0% | 0.00% | – |
| EQT | New | EQT CORP | $1,028 | – | 25 | +100.0% | 0.00% | – |
| EGBN | New | EAGLE BANCORP INC MD | $846 | – | 40 | +100.0% | 0.00% | – |
| EGRX | New | EAGLE PHARMACEUTICALS INC | $564 | – | 29 | +100.0% | 0.00% | – |
| EBAY | Buy | EBAY INC. | $15,731 | +18.2% | 352 | +17.3% | 0.00% | – |
| SATS | New | ECHOSTAR CORPcl a | $10,907 | – | 629 | +100.0% | 0.00% | – |
| EC | New | ECOPETROL S Asponsored ads | $1,404 | – | 137 | +100.0% | 0.00% | – |
| EHTH | New | EHEALTH INC | $16 | – | 2 | +100.0% | 0.00% | – |
| EGO | Buy | ELDORADO GOLD CORP NEW | $1,667 | +3105.8% | 165 | +3200.0% | 0.00% | – |
| EA | Buy | ELECTRONIC ARTS INC | $8,171 | +23.3% | 63 | +14.5% | 0.00% | – |
| EME | New | EMCOR GROUP INC | $2,772 | – | 15 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $1,441 | – | 13 | +100.0% | 0.00% | – |
| ETR | Buy | ENTERGY CORP NEW | $11,490 | -4.8% | 118 | +5.4% | 0.00% | – |
| EQNR | Buy | EQUINOR ASAsponsored adr | $6,309 | +103.6% | 216 | +98.2% | 0.00% | – |
| EQH | New | EQUITABLE HLDGS INC | $2,064 | – | 76 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $3,746 | – | 56 | +100.0% | 0.00% | – |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $2,111 | +170.6% | 32 | +146.2% | 0.00% | – |
| Buy | ESAB CORPORATION | $665 | +181.8% | 10 | +150.0% | 0.00% | – | |
| ESE | New | ESCO TECHNOLOGIES INC | $518 | – | 5 | +100.0% | 0.00% | – |
| EEFT | New | EURONET WORLDWIDE INC | $822 | – | 7 | +100.0% | 0.00% | – |
| EVGO | New | EVGO INC | $4 | – | 1 | +100.0% | 0.00% | – |
| EXAS | Buy | EXACT SCIENCES CORP | $10,517 | +55.1% | 112 | +12.0% | 0.00% | – |
| Buy | F&G ANNUITIES & LIFE INC | $7,979 | +58.4% | 322 | +15.8% | 0.00% | – | |
| EXPI | New | EXP WORLD HLDGS INC | $852 | – | 42 | +100.0% | 0.00% | – |
| EXTR | New | EXTREME NETWORKS | $26 | – | 1 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP | $626 | – | 6 | +100.0% | 0.00% | – |
| FICO | Buy | FAIR ISAAC CORP | $7,283 | +29.5% | 9 | +12.5% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $47 | – | 3 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $1,888 | – | 32 | +100.0% | 0.00% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $1,466 | – | 20 | +100.0% | 0.00% | – |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $12,750 | +14.0% | 202 | +11.0% | 0.00% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $3,919 | – | 30 | +100.0% | 0.00% | – |
| BUSE | New | FIRST BUSEY CORP | $422 | – | 21 | +100.0% | 0.00% | – |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $1,283 | – | 1 | +100.0% | 0.00% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $19,083 | +72.2% | 476 | +72.5% | 0.00% | – |
| FYC | New | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $12,703 | – | 211 | +100.0% | 0.00% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $9,656 | – | 205 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $2,762 | – | 11 | +100.0% | 0.00% | – |
| TDTT | Buy | FLEXSHARES TRiboxx 3r targt | $3 | 0.0% | 0 | +100.0% | 0.00% | – |
| New | FLORA GROWTH CORP | $119 | – | 50 | +100.0% | 0.00% | – | |
| FLO | New | FLOWERS FOODS INC | $1,070 | – | 43 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $632 | – | 17 | +100.0% | 0.00% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $1,995 | – | 18 | +100.0% | 0.00% | – |
| FL | Buy | FOOT LOCKER INC | $407 | +415.2% | 15 | +650.0% | 0.00% | – |
| FWRD | New | FORWARD AIR CORP | $743 | – | 7 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $1,394 | – | 41 | +100.0% | 0.00% | – |
| FRG | Buy | FRANCHISE GROUP INC | $659 | +7.5% | 23 | +4.5% | 0.00% | – |
| FNV | New | FRANCO NEV CORP | $1,426 | – | 10 | +100.0% | 0.00% | – |
| FMS | New | FRESENIUS MED CARE AG&CO KGAsponsored adr | $933 | – | 39 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $4 | – | 2 | +100.0% | 0.00% | – |
| GDS | New | GDS HLDGS LTDsponsored ads | $648 | – | 59 | +100.0% | 0.00% | – |
| GSIT | New | GSI TECHNOLOGY INC | $5,115 | – | 925 | +100.0% | 0.00% | – |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $7,740 | +43.2% | 35 | +25.0% | 0.00% | – |
| IT | New | GARTNER INC | $3,153 | – | 9 | +100.0% | 0.00% | – |
| GNSS | New | GENASYS INC | $104 | – | 40 | +100.0% | 0.00% | – |
| GENE | New | GENETIC TECHNOLOGIES LTDnew sponsrd adr | $1,821 | – | 2,192 | +100.0% | 0.00% | – |
| GBCI | New | GLACIER BANCORP INC NEW | $468 | – | 15 | +100.0% | 0.00% | – |
| GLT | New | GLATFELTER CORPORATION | $414 | – | 137 | +100.0% | 0.00% | – |
| Buy | GSK PLCsponsored adr | $11,868 | +14.2% | 333 | +14.0% | 0.00% | – | |
| GL | New | GLOBE LIFE INC | $1,535 | – | 14 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $676 | – | 9 | +100.0% | 0.00% | – |
| GFI | New | GOLD FIELDS LTDsponsored adr | $788 | – | 57 | +100.0% | 0.00% | – |
| GT | New | GOODYEAR TIRE & RUBR CO | $766 | – | 56 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $1,123 | – | 13 | +100.0% | 0.00% | – |
| GWW | Buy | GRAINGER W W INC | $14,195 | +106.1% | 18 | +80.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $516 | – | 5 | +100.0% | 0.00% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $24 | – | 1 | +100.0% | 0.00% | – |
| New | CALCIMEDICA INC | $52 | – | 13 | +100.0% | 0.00% | – | |
| New | GREAT ELM CAP CORP | $411 | – | 53 | +100.0% | 0.00% | – | |
| GRWG | New | GROWGENERATION CORP | $3,570 | – | 1,050 | +100.0% | 0.00% | – |
| PAC | New | GRUPO AEROPUERTO DEL PACIFICspon adr b | $1,072 | – | 6 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $1,743 | – | 44 | +100.0% | 0.00% | – |
| Buy | HALEON PLCspon ads | $6,226 | +108.4% | 743 | +102.5% | 0.00% | – | |
| HOG | Buy | HARLEY DAVIDSON INC | $8,617 | -4.5% | 245 | +2.9% | 0.00% | – |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $3,729 | +194.3% | 103 | +212.1% | 0.00% | – |
| HSTM | New | HEALTHSTREAM INC | $933 | – | 38 | +100.0% | 0.00% | – |
| Buy | HEALTHCARE RLTY TR | $13,163 | -0.9% | 698 | +1.6% | 0.00% | – | |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $5,266 | +5.6% | 262 | +15.4% | 0.00% | – |
| HEIA | New | HEICO CORP NEWcl a | $2,250 | – | 16 | +100.0% | 0.00% | – |
| New | MICROMOBILITY.COM INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| HLX | Buy | HELIX ENERGY SOLUTIONS GRP I | $406 | +2.8% | 55 | +7.8% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC | $815 | – | 23 | +100.0% | 0.00% | – |
| HRI | New | HERC HLDGS INC | $2,190 | – | 16 | +100.0% | 0.00% | – |
| HES | Buy | HESS CORP | $4,079 | +1439.2% | 30 | +1400.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $2,765 | – | 19 | +100.0% | 0.00% | – |
| HOLX | New | HOLOGIC INC | $1,538 | – | 19 | +100.0% | 0.00% | – |
| HBNC | New | HORIZON BANCORP INC | $354 | – | 34 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $25 | – | 1 | +100.0% | 0.00% | – |
| HUBS | New | HUBSPOT INC | $1,064 | – | 2 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $11,767 | – | 65 | +100.0% | 0.00% | – |
| H | Buy | HYATT HOTELS CORP | $4,125 | +84.5% | 36 | +80.0% | 0.00% | – |
| IAC | New | IAC INC | $816 | – | 13 | +100.0% | 0.00% | – |
| IBN | New | ICICI BANK LIMITEDadr | $5,101 | – | 221 | +100.0% | 0.00% | – |
| IDEX | New | IDEANOMICS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $2,368 | – | 11 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC | $1,507 | – | 3 | +100.0% | 0.00% | – |
| ILMN | Buy | ILLUMINA INC | $11,249 | -3.3% | 60 | +20.0% | 0.00% | – |
| IMGN | New | IMMUNOGEN INC | $1,887 | – | 100 | +100.0% | 0.00% | – |
| IMVT | New | IMMUNOVANT INC | $38 | – | 2 | +100.0% | 0.00% | – |
| IMO | New | IMPERIAL OIL LTD | $307 | – | 6 | +100.0% | 0.00% | – |
| INCY | Buy | INCYTE CORP | $10,707 | -3.8% | 172 | +11.7% | 0.00% | – |
| INFY | New | INFOSYS LTDsponsored adr | $2,523 | – | 157 | +100.0% | 0.00% | – |
| PODD | New | INSULET CORP | $865 | – | 3 | +100.0% | 0.00% | – |
| IP | Buy | INTERNATIONAL PAPER CO | $10,577 | +113.3% | 333 | +141.3% | 0.00% | – |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $1,929 | +547.3% | 50 | +525.0% | 0.00% | – |
| INTU | Buy | INTUIT | $4,124 | +824.7% | 9 | +800.0% | 0.00% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $9,001 | – | 55 | +100.0% | 0.00% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $6,245 | – | 58 | +100.0% | 0.00% | – |
| PSCI | New | INVESCO EXCH TRADED FD TR IIs&p smlcp indl | $18,113 | – | 174 | +100.0% | 0.00% | – |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $5,141 | – | 100 | +100.0% | 0.00% | – |
| PGHY | New | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $5,620 | – | 290 | +100.0% | 0.00% | – |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $5,440 | – | 121 | +100.0% | 0.00% | – |
| PIE | Buy | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $3,806 | +15.1% | 201 | +12.3% | 0.00% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,216 | – | 8 | +100.0% | 0.00% | – |
| PVI | New | INVESCO EXCH TRADED FD TR IIvrdo tax free | $4,806 | – | 193 | +100.0% | 0.00% | – |
| BSJR | Buy | INVESCO EXCH TRD SLF IDX FD | $14,196 | +13.1% | 656 | +14.1% | 0.00% | – |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $18,331 | +0.7% | 804 | +1.0% | 0.00% | – |
| NVTA | New | INVITAE CORP | $198 | – | 175 | +100.0% | 0.00% | – |
| Buy | IONQ INC | $7,442 | +142.0% | 550 | +10.0% | 0.00% | – | |
| IRBT | New | IROBOT CORP | $4,208 | – | 93 | +100.0% | 0.00% | – |
| IXJ | New | ISHARES TRglob hlthcre etf | $3,315 | – | 39 | +100.0% | 0.00% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $16,603 | +45.9% | 103 | +37.3% | 0.00% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $12,600 | – | 161 | +100.0% | 0.00% | – |
| IGF | Buy | ISHARES TRglb infrastr etf | $3,372 | -0.1% | 72 | +1.4% | 0.00% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,420 | +157.2% | 21 | +162.5% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $7,934 | – | 68 | +100.0% | 0.00% | – |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $8,765 | +87.5% | 457 | +82.8% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $2,063 | – | 22 | +100.0% | 0.00% | – |
| EMGF | New | ISHARES INCemng mkts eqt | $831 | – | 20 | +100.0% | 0.00% | – |
| SMLF | New | ISHARES TRus sml cap eqt | $429 | – | 8 | +100.0% | 0.00% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $819 | – | 23 | +100.0% | 0.00% | – |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,168 | – | 198 | +100.0% | 0.00% | – |
| ISEE | New | IVERIC BIO INC | $79 | – | 2 | +100.0% | 0.00% | – |
| New | JACOBS SOLUTIONS INC | $594 | – | 5 | +100.0% | 0.00% | – | |
| JHX | New | JAMES HARDIE INDS PLCsponsored adr | $753 | – | 28 | +100.0% | 0.00% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $13,286 | – | 278 | +100.0% | 0.00% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $1,161 | – | 35 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC | $627 | – | 20 | +100.0% | 0.00% | – |
| KB | New | KB FINL GROUP INCsponsored adr | $1,565 | – | 43 | +100.0% | 0.00% | – |
| KBR | New | KBR INC | $2,342 | – | 36 | +100.0% | 0.00% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $579 | – | 39 | +100.0% | 0.00% | – |
| KKR | Buy | KKR & CO INC | $1,008 | +140.0% | 18 | +125.0% | 0.00% | – |
| KDP | Buy | KEURIG DR PEPPER INC | $8,943 | -10.1% | 286 | +1.4% | 0.00% | – |
| KEY | New | KEYCORP | $2,061 | – | 223 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $1,507 | – | 9 | +100.0% | 0.00% | – |
| KIM | New | KIMCO RLTY CORP | $296 | – | 15 | +100.0% | 0.00% | – |
| KGC | New | KINROSS GOLD CORP | $868 | – | 182 | +100.0% | 0.00% | – |
| KEX | New | KIRBY CORP | $693 | – | 9 | +100.0% | 0.00% | – |
| KOPN | Buy | KOPIN CORP | $525 | +404.8% | 244 | +156.8% | 0.00% | – |
| KEP | New | KOREA ELEC PWR CORPsponsored adr | $1,829 | – | 236 | +100.0% | 0.00% | – |
| KOS | New | KOSMOS ENERGY LTD | $371 | – | 62 | +100.0% | 0.00% | – |
| KRO | New | KRONOS WORLDWIDE INC | $314 | – | 36 | +100.0% | 0.00% | – |
| LPL | New | LG DISPLAY CO LTDspons adr rep | $1,194 | – | 197 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP | $2,564 | – | 44 | +100.0% | 0.00% | – |
| LI | New | LI AUTO INCsponsored ads | $878 | – | 25 | +100.0% | 0.00% | – |
| LYTS | New | LSI INDS INC OHIO | $13 | – | 1 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $1,448 | – | 6 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $1,092 | – | 11 | +100.0% | 0.00% | – |
| LSTR | New | LANDSTAR SYS INC | $1,540 | – | 8 | +100.0% | 0.00% | – |
| LNTH | New | LANTHEUS HLDGS INC | $84 | – | 1 | +100.0% | 0.00% | – |
| LTRX | New | LANTRONIX INC | $4 | – | 1 | +100.0% | 0.00% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $96 | – | 1 | +100.0% | 0.00% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $7,462 | +332.6% | 38 | +442.9% | 0.00% | – |
| LEG | New | LEGGETT & PLATT INC | $11,848 | – | 400 | +100.0% | 0.00% | – |
| LEN | New | LENNAR CORPcl a | $2,757 | – | 22 | +100.0% | 0.00% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $481 | – | 6 | +100.0% | 0.00% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $851 | – | 26 | +100.0% | 0.00% | – |
| FWONA | New | LIBERTY MEDIA CORP DEL | $1,352 | – | 20 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $1,549 | – | 17 | +100.0% | 0.00% | – |
| New | LIVEONE INC | $55 | – | 31 | +100.0% | 0.00% | – | |
| LBC | New | LUTHER BURBANK CORP | $723 | – | 81 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $297 | – | 31 | +100.0% | 0.00% | – |
| MSCI | New | MSCI INC | $1,408 | – | 3 | +100.0% | 0.00% | – |
| MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $564 | – | 3 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $1,513 | – | 80 | +100.0% | 0.00% | – |
| MKL | New | MARKEL GROUP INC | $1,383 | – | 1 | +100.0% | 0.00% | – |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $8,310 | +80.0% | 18 | +38.5% | 0.00% | – |
| MAS | New | MASCO CORP | $287 | – | 5 | +100.0% | 0.00% | – |
| Buy | MASTERBRAND INC | $9,667 | +47.1% | 831 | +1.7% | 0.00% | – | |
| MMS | New | MAXIMUS INC | $930 | – | 11 | +100.0% | 0.00% | – |
| MKC | New | MCCORMICK & CO INC | $1,745 | – | 20 | +100.0% | 0.00% | – |
| MET | Buy | METLIFE INC | $18,774 | +36.7% | 332 | +40.1% | 0.00% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $2,623 | – | 2 | +100.0% | 0.00% | – |
| MAA | Buy | MID-AMER APT CMNTYS INC | $1,822 | +141.3% | 12 | +140.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $2,742 | – | 372 | +100.0% | 0.00% | – |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $1,498 | – | 488 | +100.0% | 0.00% | – |
| MHK | New | MOHAWK INDS INC | $516 | – | 5 | +100.0% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $369 | +344.6% | 6 | +200.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $1,644 | – | 4 | +100.0% | 0.00% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $1,621 | – | 3 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP | $4,173 | – | 12 | +100.0% | 0.00% | – |
| MOS | Buy | MOSAIC CO NEW | $1,540 | +572.5% | 44 | +780.0% | 0.00% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $5,572 | +143.4% | 19 | +137.5% | 0.00% | – |
| MUR | New | MURPHY OIL CORP | $2,221 | – | 58 | +100.0% | 0.00% | – |
| NCR | Buy | NCR CORP NEW | $8,518 | +36.3% | 338 | +27.5% | 0.00% | – |
| NIO | Buy | NIO INCspon ads | $6,793 | +4.9% | 701 | +13.8% | 0.00% | – |
| NRG | Buy | NRG ENERGY INC | $2,655 | +38.3% | 71 | +26.8% | 0.00% | – |
| NOV | New | NOV INC | $850 | – | 53 | +100.0% | 0.00% | – |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $9,561 | +14.3% | 142 | +15.4% | 0.00% | – |
| NEOG | Buy | NEOGEN CORP | $15,508 | +24.2% | 713 | +5.8% | 0.00% | – |
| NTAP | Buy | NETAPP INC | $4,355 | +6704.7% | 57 | +5600.0% | 0.00% | – |
| NTES | New | NETEASE INCsponsored ads | $967 | – | 10 | +100.0% | 0.00% | – |
| NGD | New | NEW GOLD INC CDA | $842 | – | 780 | +100.0% | 0.00% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $1,293 | – | 115 | +100.0% | 0.00% | – |
| NEWT | New | NEWTEKONE INC | $175 | – | 11 | +100.0% | 0.00% | – |
| NICE | New | NICE LTDsponsored adr | $1,033 | – | 5 | +100.0% | 0.00% | – |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100 etf | $5,098 | – | 155 | +100.0% | 0.00% | – |
| ISMD | New | NORTHERN LTS FD TR IVinspire sml/ mid | $1,092 | – | 34 | +100.0% | 0.00% | – |
| NTRS | Buy | NORTHERN TR CORP | $3,929 | +65.1% | 53 | +96.3% | 0.00% | – |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $619 | -10.2% | 58 | +1.8% | 0.00% | – |
| NLOK | Buy | GEN DIGITAL INC | $798 | +107.3% | 43 | +95.5% | 0.00% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $15,659 | – | 1,343 | +100.0% | 0.00% | – |
| JPC | New | NUVEEN PFD & INCOME OPPORTUN | $2,657 | – | 410 | +100.0% | 0.00% | – |
| OCUL | New | OCULAR THERAPEUTIX INC | $5 | – | 1 | +100.0% | 0.00% | – |
| OIS | Buy | OIL STS INTL INC | $919 | -9.5% | 123 | +0.8% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $1,109 | – | 3 | +100.0% | 0.00% | – |
| OLN | Buy | OLIN CORP | $5,961 | +1092.2% | 116 | +1188.9% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $5,486 | – | 58 | +100.0% | 0.00% | – |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $141 | – | 35 | +100.0% | 0.00% | – |
| OTEX | New | OPEN TEXT CORP | $706 | – | 17 | +100.0% | 0.00% | – |
| OSK | Buy | OSHKOSH CORP | $693 | +317.5% | 8 | +300.0% | 0.00% | – |
| OVV | New | OVINTIV INC | $1,485 | – | 39 | +100.0% | 0.00% | – |
| PHI | New | PLDT INCsponsored adr | $748 | – | 32 | +100.0% | 0.00% | – |
| PKX | New | POSCO HOLDINGS INCsponsored adr | $2,292 | – | 31 | +100.0% | 0.00% | – |
| PVH | Buy | PVH CORPORATION | $1,444 | +131.4% | 17 | +142.9% | 0.00% | – |
| PTC | New | PTC INC | $996 | – | 7 | +100.0% | 0.00% | – |
| PCAR | Buy | PACCAR INC | $1,840 | +179.2% | 22 | +144.4% | 0.00% | – |
| ACCO | Buy | ACCO BRANDS CORP | $745 | +0.8% | 143 | +2.9% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
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)
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