$4.9 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 611 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $764,587,000 | -4.1% | 34,378,899 | +0.5% | 15.61% | -0.9% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $465,908,000 | -2.1% | 11,955,560 | +1.1% | 9.51% | +1.2% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $418,701,000 | -6.4% | 14,140,538 | -0.1% | 8.55% | -3.3% | |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $266,892,000 | -10.2% | 10,360,725 | +0.7% | 5.45% | -7.2% | |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $234,320,000 | -8.6% | 4,018,523 | -4.2% | 4.78% | -5.6% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $205,484,000 | -3.6% | 5,293,242 | +1.2% | 4.20% | -0.4% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $199,595,000 | -12.8% | 10,566,170 | -1.0% | 4.08% | -9.8% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $123,022,000 | -2.9% | 2,644,502 | +0.2% | 2.51% | +0.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $96,882,000 | +5.1% | 1,294,872 | +7.8% | 1.98% | +8.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $90,962,000 | -1.3% | 506,839 | +3.7% | 1.86% | +2.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $85,040,000 | +0.9% | 1,767,614 | +5.1% | 1.74% | +4.3% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $82,201,000 | +14.8% | 1,033,450 | +20.9% | 1.68% | +18.7% |
| AAPL | Sell | APPLE INC | $77,503,000 | +0.6% | 560,803 | -0.5% | 1.58% | +3.9% |
| AMZN | Buy | AMAZON COM INC | $44,369,000 | +8.9% | 392,650 | +2.3% | 0.91% | +12.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $43,472,000 | -5.1% | 121,211 | +0.3% | 0.89% | -2.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $40,784,000 | +3.6% | 356,877 | +8.2% | 0.83% | +7.1% |
| EFV | Buy | ISHARES TReafe value etf | $38,722,000 | +22.8% | 1,004,993 | +38.3% | 0.79% | +27.0% |
| MSFT | Buy | MICROSOFT CORP | $36,920,000 | -8.2% | 158,521 | +1.2% | 0.75% | -5.2% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $32,532,000 | +77.7% | 1,293,527 | +86.7% | 0.66% | +83.4% |
| IDEV | Buy | ISHARES TRcore msci intl | $31,480,000 | +13.6% | 651,620 | +26.4% | 0.64% | +17.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $29,555,000 | +0.3% | 239,349 | +7.1% | 0.60% | +3.6% |
| CASS | Buy | CASS INFORMATION SYS INC | $28,911,000 | +2.6% | 833,397 | +0.0% | 0.59% | +6.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $28,601,000 | +0.8% | 107,113 | +3.1% | 0.58% | +4.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $28,436,000 | -11.8% | 198,296 | -7.9% | 0.58% | -8.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $26,883,000 | -10.3% | 281,056 | +1943.3% | 0.55% | -7.3% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $26,497,000 | -13.3% | 258,106 | -11.6% | 0.54% | -10.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $26,018,000 | -3.4% | 72,842 | +2.0% | 0.53% | -0.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $24,987,000 | +9.6% | 545,916 | +23.6% | 0.51% | +13.3% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $24,546,000 | -8.5% | 503,197 | +2.4% | 0.50% | -5.5% |
| TSLA | Buy | TESLA INC | $24,296,000 | +117.6% | 91,596 | +452.4% | 0.50% | +124.4% |
| FB | Sell | META PLATFORMS INCcl a | $24,149,000 | -17.8% | 177,984 | -2.3% | 0.49% | -15.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $21,675,000 | -0.9% | 103,016 | +3.0% | 0.44% | +2.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,670,000 | -10.7% | 225,376 | +1932.4% | 0.44% | -7.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $21,619,000 | +30.2% | 594,583 | +46.1% | 0.44% | +34.5% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $20,809,000 | -6.5% | 488,485 | -3.1% | 0.42% | -3.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $20,475,000 | +14.6% | 309,570 | +18.5% | 0.42% | +18.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $19,233,000 | -2.2% | 91,737 | +6.0% | 0.39% | +1.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $18,019,000 | -5.3% | 91,313 | -0.3% | 0.37% | -2.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $17,874,000 | +2.7% | 220,093 | +4.7% | 0.36% | +6.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $17,360,000 | +15.4% | 403,918 | +31.7% | 0.35% | +19.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $16,923,000 | -11.0% | 211,083 | +1.1% | 0.34% | -8.2% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $16,362,000 | +18.2% | 344,458 | +31.3% | 0.33% | +22.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,735,000 | -11.0% | 116,421 | -5.5% | 0.32% | -8.0% |
| BAC | Buy | BK OF AMERICA CORP | $15,661,000 | -0.5% | 518,574 | +2.6% | 0.32% | +2.9% |
| XOM | Buy | EXXON MOBIL CORP | $15,459,000 | +11.9% | 177,055 | +9.7% | 0.32% | +15.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $15,215,000 | -0.1% | 37,881 | +2.9% | 0.31% | +3.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,484,000 | -7.5% | 396,938 | +5.6% | 0.30% | -4.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,984,000 | -10.8% | 85,603 | -3.1% | 0.28% | -8.1% |
| ABBV | Buy | ABBVIE INC | $12,615,000 | -12.3% | 93,995 | +0.1% | 0.26% | -9.2% |
| IXUS | Buy | ISHARES TRcore msci total | $12,535,000 | +103.2% | 246,164 | +127.6% | 0.26% | +109.8% |
| KO | Sell | COCA COLA CO | $12,333,000 | -13.4% | 220,151 | -2.7% | 0.25% | -10.3% |
| VOO | Buy | VANGUARD INDEX FDS | $11,745,000 | -2.8% | 35,775 | +2.7% | 0.24% | +0.4% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $11,017,000 | +53.8% | 557,826 | +72.7% | 0.22% | +58.5% |
| MUB | Sell | ISHARES TRnational mun etf | $11,022,000 | -32.2% | 107,452 | -29.7% | 0.22% | -29.9% |
| PEP | Sell | PEPSICO INC | $10,784,000 | -4.1% | 66,054 | -2.1% | 0.22% | -0.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $10,789,000 | +2.1% | 21,363 | +3.9% | 0.22% | +5.3% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $10,444,000 | +45.5% | 167,498 | +51.7% | 0.21% | +50.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $10,299,000 | -4.8% | 75,736 | +1.5% | 0.21% | -1.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $10,051,000 | +5.0% | 58,807 | +8.2% | 0.20% | +8.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $9,965,000 | -12.7% | 25,798 | -2.8% | 0.20% | -9.8% |
| IWR | Sell | ISHARES TRrus mid cap etf | $9,907,000 | -7.2% | 159,401 | -3.4% | 0.20% | -4.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,794,000 | -2.5% | 59,385 | +0.1% | 0.20% | +1.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,782,000 | +4.0% | 36,603 | +9.1% | 0.20% | +7.5% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $9,755,000 | -4.6% | 24 | -4.0% | 0.20% | -1.5% |
| MCD | Buy | MCDONALDS CORP | $9,320,000 | -5.8% | 40,393 | +0.8% | 0.19% | -2.6% |
| QDF | Sell | FLEXSHARES TRqualt divd idx | $8,952,000 | -11.0% | 189,465 | -4.4% | 0.18% | -8.0% |
| INTC | Sell | INTEL CORP | $8,527,000 | -36.8% | 330,898 | -8.3% | 0.17% | -34.8% |
| ABT | Buy | ABBOTT LABS | $8,413,000 | -9.6% | 86,952 | +1.5% | 0.17% | -6.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $8,421,000 | +6.0% | 189,839 | +19.4% | 0.17% | +9.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $8,346,000 | -2.1% | 197,083 | +3.2% | 0.17% | +1.2% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $8,206,000 | -23.8% | 333,295 | -11.3% | 0.17% | -21.1% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $8,166,000 | -4.1% | 111,132 | +1.4% | 0.17% | -0.6% |
| TIP | Buy | ISHARES TRtips bd etf | $7,970,000 | -5.1% | 75,975 | +3.1% | 0.16% | -1.8% |
| MRK | Buy | MERCK & CO INC | $7,825,000 | -2.9% | 90,863 | +2.8% | 0.16% | +0.6% |
| NEE | Sell | NEXTERA ENERGY INC | $7,764,000 | +0.9% | 99,022 | -0.3% | 0.16% | +4.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $7,765,000 | -8.9% | 21,590 | -0.0% | 0.16% | -5.4% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $7,733,000 | -3.0% | 160,237 | -1.2% | 0.16% | +0.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $7,581,000 | -11.4% | 60,046 | +0.9% | 0.16% | -8.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $7,545,000 | -1.5% | 199,606 | +1.6% | 0.15% | +2.0% |
| HD | Sell | HOME DEPOT INC | $7,460,000 | +0.6% | 27,036 | -0.0% | 0.15% | +4.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $7,271,000 | -12.9% | 129,809 | -2.9% | 0.15% | -10.3% |
| NKE | Buy | NIKE INCcl b | $7,169,000 | -18.3% | 86,247 | +0.4% | 0.15% | -15.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,110,000 | -3.8% | 252,760 | +7.6% | 0.14% | -0.7% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $6,606,000 | +16.6% | 80,125 | +25.9% | 0.14% | +20.5% |
| USB | Sell | US BANCORP DEL | $6,583,000 | -13.8% | 163,258 | -1.7% | 0.13% | -11.3% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $6,503,000 | +9.8% | 112,536 | +11.9% | 0.13% | +13.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $6,514,000 | -0.2% | 135,322 | +3.5% | 0.13% | +3.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,498,000 | -7.0% | 62,180 | +0.2% | 0.13% | -3.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $6,448,000 | -5.7% | 50,010 | -0.4% | 0.13% | -2.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $6,463,000 | -2.7% | 50,291 | +4.1% | 0.13% | +0.8% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $6,314,000 | -4.9% | 38,602 | +0.2% | 0.13% | -1.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,913,000 | -0.4% | 67,814 | +5.5% | 0.12% | +3.4% |
| PFE | Sell | PFIZER INC | $5,805,000 | -20.2% | 132,665 | -4.4% | 0.12% | -17.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,782,000 | +10.8% | 95,523 | +14.8% | 0.12% | +14.6% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $5,754,000 | -8.8% | 27,792 | -4.2% | 0.12% | -6.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,714,000 | +0.9% | 30,399 | +5.7% | 0.12% | +4.5% |
| VLUE | Buy | ISHARES TRmsci usa value | $5,655,000 | +160.4% | 69,077 | +187.8% | 0.12% | +167.4% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $5,557,000 | +15.1% | 276,608 | +32.7% | 0.11% | +18.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $5,304,000 | -3.9% | 11,230 | -2.5% | 0.11% | -0.9% |
| CVX | Sell | CHEVRON CORP NEW | $5,311,000 | -7.9% | 36,966 | -7.2% | 0.11% | -5.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,225,000 | +1.2% | 24,421 | +5.5% | 0.11% | +4.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $4,978,000 | -22.3% | 107,996 | -20.4% | 0.10% | -19.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,009,000 | +3.6% | 22,845 | +6.9% | 0.10% | +7.4% |
| CSCO | Sell | CISCO SYS INC | $4,934,000 | -8.0% | 123,346 | -1.9% | 0.10% | -4.7% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $4,961,000 | +4.7% | 182,468 | +17.1% | 0.10% | +7.4% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $4,693,000 | -35.5% | 95,495 | -32.2% | 0.10% | -33.3% |
| V | Buy | VISA INC | $4,690,000 | +12.3% | 26,398 | +24.4% | 0.10% | +17.1% |
| WMT | Sell | WALMART INC | $4,706,000 | +4.6% | 36,286 | -1.9% | 0.10% | +7.9% |
| DE | Buy | DEERE & CO | $4,702,000 | +14.0% | 14,083 | +2.3% | 0.10% | +18.5% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $4,633,000 | +40.1% | 241,808 | +57.3% | 0.10% | +46.2% | |
| TFC | Buy | TRUIST FINL CORP | $4,658,000 | -6.8% | 106,971 | +1.6% | 0.10% | -4.0% |
| LLY | Sell | LILLY ELI & CO | $4,436,000 | -5.6% | 13,718 | -5.4% | 0.09% | -2.2% |
| QCOM | Sell | QUALCOMM INC | $4,383,000 | -17.6% | 38,792 | -6.8% | 0.09% | -15.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,336,000 | -15.9% | 124,320 | -3.3% | 0.09% | -12.7% |
| BA | Sell | BOEING CO | $4,211,000 | -11.8% | 34,776 | -0.4% | 0.09% | -8.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,126,000 | +29.9% | 89,834 | +47.2% | 0.08% | +33.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,078,000 | -3.4% | 51,705 | +4.5% | 0.08% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,924,000 | -10.7% | 24,293 | +1.0% | 0.08% | -8.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,850,000 | -26.5% | 101,406 | -1.7% | 0.08% | -23.3% |
| FOCS | Sell | FOCUS FINL PARTNERS INC | $3,885,000 | -7.6% | 123,292 | -0.1% | 0.08% | -4.8% |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $3,833,000 | +28.4% | 138,175 | +34.8% | 0.08% | +32.2% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $3,733,000 | +38.3% | 47,965 | +49.0% | 0.08% | +43.4% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $3,692,000 | -34.7% | 77,357 | -32.3% | 0.08% | -33.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $3,667,000 | -13.4% | 163,700 | -1.9% | 0.08% | -10.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,555,000 | -11.0% | 48,994 | -1.3% | 0.07% | -7.6% |
| DIS | Buy | DISNEY WALT CO | $3,511,000 | +0.3% | 37,221 | +0.4% | 0.07% | +4.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,531,000 | -6.5% | 84,083 | -1.6% | 0.07% | -4.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,497,000 | -3.4% | 49,184 | +4.6% | 0.07% | 0.0% |
| GLD | Buy | SPDR GOLD TR | $3,435,000 | -4.3% | 22,206 | +4.2% | 0.07% | -1.4% |
| TOWN | TOWNEBANK PORTSMOUTH VA | $3,296,000 | -1.2% | 122,850 | 0.0% | 0.07% | +1.5% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,211,000 | +6.7% | 14,194 | -0.9% | 0.07% | +11.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,255,000 | -6.7% | 34,306 | +0.1% | 0.07% | -4.3% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $3,232,000 | +42.2% | 174,161 | +61.3% | 0.07% | +46.7% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,133,000 | -2.3% | 6,178 | +4.7% | 0.06% | +1.6% |
| EMR | Sell | EMERSON ELEC CO | $3,128,000 | -9.1% | 42,721 | -1.2% | 0.06% | -5.9% |
| T | Buy | AT&T INC | $3,093,000 | -24.2% | 201,616 | +3.5% | 0.06% | -22.2% |
| AMGN | Sell | AMGEN INC | $3,037,000 | -16.1% | 13,472 | -9.5% | 0.06% | -13.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,979,000 | -12.7% | 44,377 | -5.9% | 0.06% | -9.0% |
| CAT | Sell | CATERPILLAR INC | $2,959,000 | -9.1% | 18,033 | -1.0% | 0.06% | -6.2% |
| IMMUNEERING CORP | $2,867,000 | +164.7% | 200,200 | 0.0% | 0.06% | +181.0% | ||
| HON | Buy | HONEYWELL INTL INC | $2,840,000 | -0.5% | 17,012 | +3.6% | 0.06% | +3.6% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $2,828,000 | +6.6% | 45,168 | +13.9% | 0.06% | +11.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,817,000 | -16.9% | 13,119 | -1.1% | 0.06% | -13.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $2,814,000 | -7.6% | 50,420 | -4.0% | 0.06% | -5.0% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $2,797,000 | -6.2% | 27,510 | -2.6% | 0.06% | -3.4% |
| RWL | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $2,709,000 | -6.8% | 40,368 | -3.0% | 0.06% | -3.5% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,638,000 | -6.9% | 9,181 | -0.2% | 0.05% | -3.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,648,000 | -4.0% | 45,780 | +0.2% | 0.05% | 0.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,635,000 | -20.9% | 22,178 | -6.0% | 0.05% | -18.2% |
| GD | Sell | GENERAL DYNAMICS CORP | $2,533,000 | -4.1% | 11,937 | -0.0% | 0.05% | 0.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,554,000 | -3.2% | 43,654 | +3.3% | 0.05% | 0.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,563,000 | -12.8% | 36,490 | -0.5% | 0.05% | -10.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,443,000 | -11.3% | 29,839 | +4.1% | 0.05% | -7.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,427,000 | -10.7% | 8,535 | -0.9% | 0.05% | -7.4% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $2,436,000 | -42.3% | 38,725 | -39.1% | 0.05% | -39.8% |
| AVGO | Buy | BROADCOM INC | $2,461,000 | -4.9% | 5,543 | +4.1% | 0.05% | -2.0% |
| SBUX | Buy | STARBUCKS CORP | $2,386,000 | +10.6% | 28,319 | +0.2% | 0.05% | +14.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,349,000 | +20.3% | 91,046 | +34.5% | 0.05% | +23.1% |
| MARA | Buy | MARATHON DIGITAL HOLDINGS IN | $2,337,000 | +100.8% | 218,189 | +0.1% | 0.05% | +108.7% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $2,288,000 | -7.4% | 16,323 | -10.2% | 0.05% | -4.1% |
| NVDA | Buy | NVIDIA CORPORATION | $2,301,000 | -13.3% | 18,953 | +8.3% | 0.05% | -9.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,321,000 | -4.6% | 34,940 | +2.9% | 0.05% | -2.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,252,000 | +11.7% | 16,691 | +14.7% | 0.05% | +15.0% |
| NFLX | Buy | NETFLIX INC | $2,250,000 | +37.9% | 9,557 | +2.4% | 0.05% | +43.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,207,000 | -9.0% | 41,900 | +1.7% | 0.04% | -6.2% |
| SYY | Sell | SYSCO CORP | $2,222,000 | -18.2% | 31,425 | -2.0% | 0.04% | -16.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,210,000 | +2.6% | 12,235 | +3.6% | 0.04% | +4.7% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $2,082,000 | +17.9% | 21,661 | +24.4% | 0.04% | +22.9% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $2,052,000 | -6.9% | 46,343 | +0.5% | 0.04% | -4.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,045,000 | -4.3% | 22,719 | +0.3% | 0.04% | 0.0% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,034,000 | -27.8% | 94,308 | -19.2% | 0.04% | -25.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,044,000 | -25.2% | 7,429 | -0.5% | 0.04% | -22.2% |
| MMM | Sell | 3M CO | $2,028,000 | -14.7% | 18,350 | -0.1% | 0.04% | -12.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,975,000 | -10.7% | 23,897 | +2.8% | 0.04% | -9.1% |
| PRAA | Buy | PRA GROUP INC | $1,896,000 | -9.5% | 57,712 | +0.1% | 0.04% | -4.9% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,876,000 | -7.0% | 11,543 | -1.3% | 0.04% | -5.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,858,000 | -5.7% | 9,912 | +1.0% | 0.04% | -2.6% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,845,000 | -7.8% | 16,543 | -1.9% | 0.04% | -5.0% |
| TXN | Buy | TEXAS INSTRS INC | $1,810,000 | +5.8% | 11,695 | +5.0% | 0.04% | +8.8% |
| PGR | Buy | PROGRESSIVE CORP | $1,823,000 | 0.0% | 15,690 | +0.1% | 0.04% | +2.8% |
| HSY | Sell | HERSHEY CO | $1,770,000 | -6.2% | 8,027 | -8.5% | 0.04% | -2.7% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $1,781,000 | +10.7% | 10,900 | +1.6% | 0.04% | +12.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,772,000 | -1.7% | 19,094 | +9.3% | 0.04% | 0.0% |
| UNP | Buy | UNION PAC CORP | $1,746,000 | -1.7% | 8,960 | +7.6% | 0.04% | +2.9% |
| SO | Sell | SOUTHERN CO | $1,757,000 | -5.2% | 25,834 | -0.7% | 0.04% | -2.7% |
| SHV | Buy | ISHARES TRshort treas bd | $1,763,000 | +199.3% | 16,024 | +199.6% | 0.04% | +200.0% |
| WFC | Sell | WELLS FARGO CO NEW | $1,755,000 | -8.1% | 43,635 | -10.4% | 0.04% | -5.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,724,000 | -18.1% | 20,767 | -2.6% | 0.04% | -16.7% |
| COP | Buy | CONOCOPHILLIPS | $1,650,000 | +15.2% | 16,124 | +1.1% | 0.03% | +21.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,689,000 | -1.9% | 7,041 | +0.4% | 0.03% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,665,000 | +20.8% | 23,170 | +6.2% | 0.03% | +25.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,604,000 | -9.0% | 14,253 | +9.3% | 0.03% | -5.7% |
| BX | Buy | BLACKSTONE INC | $1,592,000 | +0.6% | 19,024 | +9.7% | 0.03% | +6.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,629,000 | +3.5% | 52,468 | +15.9% | 0.03% | +6.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,632,000 | +0.7% | 22,663 | -0.0% | 0.03% | +3.1% |
| LOW | Buy | LOWES COS INC | $1,612,000 | +26.5% | 8,584 | +17.7% | 0.03% | +32.0% |
| CBRE | Sell | CBRE GROUP INCcl a | $1,576,000 | -9.3% | 23,342 | -1.1% | 0.03% | -5.9% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,556,000 | +8.2% | 35,273 | +14.0% | 0.03% | +14.3% |
| FISV | Buy | FISERV INC | $1,544,000 | +6.0% | 16,500 | +0.8% | 0.03% | +10.3% |
| DHR | Buy | DANAHER CORPORATION | $1,569,000 | +16.1% | 6,075 | +14.0% | 0.03% | +18.5% |
| LRCX | Buy | LAM RESEARCH CORP | $1,523,000 | -11.0% | 4,162 | +3.6% | 0.03% | -8.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,512,000 | -25.3% | 51,551 | -0.1% | 0.03% | -22.5% |
| CI | Buy | CIGNA CORP NEW | $1,512,000 | +8.5% | 5,449 | +3.0% | 0.03% | +10.7% |
| ORCL | Sell | ORACLE CORP | $1,514,000 | -20.2% | 24,794 | -8.7% | 0.03% | -16.2% |
| BANR | BANNER CORP | $1,498,000 | +5.1% | 25,352 | 0.0% | 0.03% | +10.7% | |
| INTU | Buy | INTUIT | $1,534,000 | +0.9% | 3,960 | +0.4% | 0.03% | +3.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,539,000 | -5.4% | 67,624 | -0.7% | 0.03% | -3.1% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $1,536,000 | +38.8% | 28,335 | +44.5% | 0.03% | +40.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,529,000 | -8.4% | 48,269 | -4.9% | 0.03% | -6.1% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,496,000 | -6.6% | 22,338 | +0.3% | 0.03% | -3.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,492,000 | -10.5% | 5,798 | -3.4% | 0.03% | -9.1% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,450,000 | -3.7% | 60,956 | -1.4% | 0.03% | 0.0% |
| MO | Sell | ALTRIA GROUP INC | $1,449,000 | -9.0% | 35,884 | -5.9% | 0.03% | -3.2% |
| LIN | Sell | LINDE PLC | $1,416,000 | -8.0% | 5,252 | -1.9% | 0.03% | -3.3% |
| CSX | Sell | CSX CORP | $1,442,000 | -11.8% | 54,116 | -3.8% | 0.03% | -9.4% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,395,000 | -8.4% | 44,256 | -0.3% | 0.03% | -6.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,361,000 | +3.3% | 11,177 | +9.8% | 0.03% | +7.7% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,354,000 | -2.0% | 46,846 | -0.1% | 0.03% | +3.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,355,000 | -16.3% | 6,616 | -8.5% | 0.03% | -12.5% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,353,000 | -7.8% | 31,821 | -1.9% | 0.03% | -3.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,334,000 | -5.5% | 25,749 | +1.8% | 0.03% | -3.6% |
| MORN | MORNINGSTAR INC | $1,321,000 | -12.2% | 6,224 | 0.0% | 0.03% | -10.0% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,302,000 | +7.5% | 4,237 | +14.2% | 0.03% | +12.5% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $1,320,000 | -2.3% | 16,825 | -1.3% | 0.03% | 0.0% |
| AEE | Sell | AMEREN CORP | $1,308,000 | -13.6% | 16,240 | -3.1% | 0.03% | -10.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,347,000 | -28.1% | 14,479 | -17.2% | 0.03% | -27.0% |
| FRPT | Buy | FRESHPET INC | $1,296,000 | -3.4% | 25,871 | +0.0% | 0.03% | -3.7% |
| SPGI | Sell | S&P GLOBAL INC | $1,274,000 | -9.8% | 4,174 | -0.4% | 0.03% | -7.1% |
| TGT | Buy | TARGET CORP | $1,268,000 | +11.6% | 8,547 | +6.3% | 0.03% | +18.2% |
| GPC | Buy | GENUINE PARTS CO | $1,208,000 | +13.1% | 8,091 | +0.7% | 0.02% | +19.0% |
| GIS | Sell | GENERAL MLS INC | $1,210,000 | +1.0% | 15,798 | -0.5% | 0.02% | +4.2% |
| SLV | Sell | ISHARES SILVER TRishares | $1,209,000 | -6.9% | 69,066 | -0.8% | 0.02% | -3.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,245,000 | -12.9% | 10,485 | -6.7% | 0.02% | -10.7% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,169,000 | -6.5% | 42,142 | +5.3% | 0.02% | -4.0% |
| MKC | Sell | MCCORMICK & CO INC | $1,156,000 | -16.8% | 16,222 | -2.8% | 0.02% | -11.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,176,000 | +108.9% | 12,206 | +120.5% | 0.02% | +118.2% |
| CVS | Sell | CVS HEALTH CORP | $1,163,000 | +1.2% | 12,192 | -1.7% | 0.02% | +4.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,155,000 | -10.4% | 36,798 | +8.2% | 0.02% | -4.0% |
| RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,199,000 | -7.9% | 12,469 | -2.5% | 0.02% | -7.7% |
| WM | Buy | WASTE MGMT INC DEL | $1,167,000 | +18.8% | 7,282 | +13.5% | 0.02% | +26.3% |
| D | Sell | DOMINION ENERGY INC | $1,167,000 | -21.7% | 16,881 | -9.6% | 0.02% | -17.2% |
| ANET | Sell | ARISTA NETWORKS INC | $1,110,000 | +10.0% | 9,832 | -8.7% | 0.02% | +15.0% |
| MDT | Buy | MEDTRONIC PLC | $1,105,000 | -1.4% | 13,681 | +9.5% | 0.02% | +4.5% |
| New | DIMENSIONAL ETF TRUSTintl high profit | $1,138,000 | – | 59,683 | +100.0% | 0.02% | – | |
| PSA | Buy | PUBLIC STORAGE | $1,142,000 | -5.9% | 3,900 | +0.5% | 0.02% | -4.2% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,133,000 | -77.1% | 26,089 | -74.1% | 0.02% | -76.5% |
| A | Sell | AGILENT TECHNOLOGIES INC | $1,120,000 | -8.3% | 9,215 | -10.5% | 0.02% | -4.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,122,000 | +1.7% | 5,432 | +1.6% | 0.02% | +4.5% |
| BDX | Sell | BECTON DICKINSON & CO | $1,126,000 | -13.5% | 5,053 | -4.2% | 0.02% | -11.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,099,000 | -2.7% | 6,443 | +0.0% | 0.02% | 0.0% |
| New | DIMENSIONAL ETF TRUSTus high profitab | $1,098,000 | – | 51,476 | +100.0% | 0.02% | – | |
| BKNG | Sell | BOOKING HOLDINGS INC | $1,093,000 | -8.0% | 665 | -2.1% | 0.02% | -4.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,055,000 | -17.8% | 14,795 | -13.3% | 0.02% | -12.0% |
| SIVB | Buy | SVB FINANCIAL GROUP | $1,060,000 | -14.9% | 3,157 | +0.2% | 0.02% | -12.0% |
| NOW | Sell | SERVICENOW INC | $1,066,000 | -27.2% | 2,824 | -8.3% | 0.02% | -24.1% |
| COG | Buy | COTERRA ENERGY INC | $1,007,000 | +1.4% | 38,543 | +0.1% | 0.02% | +5.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,005,000 | -2.8% | 11,124 | +1.1% | 0.02% | +5.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $1,015,000 | +47.7% | 26,233 | +68.5% | 0.02% | +50.0% |
| YUM | Buy | YUM BRANDS INC | $1,030,000 | -5.5% | 9,688 | +0.9% | 0.02% | -4.5% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $960,000 | -11.0% | 4,919 | -10.2% | 0.02% | -4.8% |
| ESNT | ESSENT GROUP LTD | $996,000 | -10.4% | 28,552 | 0.0% | 0.02% | -9.1% | |
| FAST | Sell | FASTENAL CO | $998,000 | -17.3% | 21,683 | -10.3% | 0.02% | -16.7% |
| ALL | Buy | ALLSTATE CORP | $988,000 | +7.2% | 7,936 | +9.1% | 0.02% | +11.1% |
| MCK | Buy | MCKESSON CORP | $957,000 | +7.6% | 2,815 | +3.3% | 0.02% | +11.1% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $919,000 | -6.7% | 26,984 | -1.4% | 0.02% | 0.0% |
| PPG | Sell | PPG INDS INC | $950,000 | -13.7% | 8,584 | -10.8% | 0.02% | -13.6% |
| AMPLITUDE INC | $940,000 | +8.3% | 60,772 | 0.0% | 0.02% | +11.8% | ||
| AFL | Sell | AFLAC INC | $868,000 | +1.3% | 15,439 | -0.3% | 0.02% | +5.9% |
| ADI | Sell | ANALOG DEVICES INC | $864,000 | -9.0% | 6,199 | -4.6% | 0.02% | -5.3% |
| FDX | Sell | FEDEX CORP | $879,000 | -40.4% | 5,921 | -9.0% | 0.02% | -37.9% |
| KLAC | Buy | KLA CORP | $896,000 | -4.9% | 2,960 | +0.3% | 0.02% | -5.3% |
| MPC | Buy | MARATHON PETE CORP | $863,000 | +21.4% | 8,689 | +0.5% | 0.02% | +28.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $902,000 | -6.6% | 11,873 | +3.9% | 0.02% | -5.3% |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $902,000 | – | 18,245 | +100.0% | 0.02% | – |
| Sell | PROCEPT BIOROBOTICS CORP | $887,000 | +22.7% | 21,405 | -3.2% | 0.02% | +28.6% | |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $870,000 | -4.6% | 22,808 | +10.7% | 0.02% | 0.0% |
| XEL | Buy | XCEL ENERGY INC | $900,000 | +51.8% | 14,065 | +67.7% | 0.02% | +50.0% |
| F | Sell | FORD MTR CO DEL | $849,000 | -1.3% | 75,819 | -1.9% | 0.02% | 0.0% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $849,000 | -9.4% | 10,556 | -12.6% | 0.02% | -10.5% |
| CMI | Sell | CUMMINS INC | $846,000 | +1.4% | 4,159 | -3.5% | 0.02% | +6.2% |
| VDE | VANGUARD WORLD FDSenergy etf | $837,000 | +2.1% | 8,244 | 0.0% | 0.02% | +6.2% | |
| PSX | Sell | PHILLIPS 66 | $840,000 | -13.7% | 10,404 | -12.3% | 0.02% | -10.5% |
| IDXX | Buy | IDEXX LABS INC | $780,000 | -6.2% | 2,394 | +1.0% | 0.02% | 0.0% |
| CNC | Buy | CENTENE CORP DEL | $803,000 | -7.5% | 10,320 | +0.6% | 0.02% | -5.9% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $767,000 | -15.2% | 8,875 | -5.8% | 0.02% | -11.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $785,000 | -14.9% | 9,154 | -5.5% | 0.02% | -11.1% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $760,000 | -32.2% | 30,228 | -23.7% | 0.02% | -27.3% |
| CPRT | Sell | COPART INC | $781,000 | -5.8% | 7,338 | -3.8% | 0.02% | 0.0% |
| CAH | Buy | CARDINAL HEALTH INC | $794,000 | +28.3% | 11,909 | +0.6% | 0.02% | +33.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $792,000 | -6.8% | 5,170 | +2.8% | 0.02% | -5.9% |
| HSIC | Sell | HENRY SCHEIN INC | $805,000 | -15.1% | 12,239 | -1.0% | 0.02% | -15.8% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $714,000 | +8.8% | 3,321 | +0.9% | 0.02% | +15.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $737,000 | +0.3% | 4,500 | +202.2% | 0.02% | 0.0% |
| REZ | Buy | ISHARES TRresidential mult | $738,000 | -5.9% | 10,281 | +4.9% | 0.02% | 0.0% |
| CRM | Buy | SALESFORCE INC | $756,000 | -4.9% | 5,257 | +9.2% | 0.02% | -6.2% |
| EXC | Sell | EXELON CORP | $741,000 | -17.4% | 19,789 | -0.1% | 0.02% | -16.7% |
| EA | Sell | ELECTRONIC ARTS INC | $718,000 | -6.1% | 6,209 | -1.3% | 0.02% | 0.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $713,000 | -1.7% | 1,571 | +4.5% | 0.02% | +7.1% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $756,000 | +13.7% | 4,806 | -0.3% | 0.02% | +15.4% |
| BLK | Buy | BLACKROCK INC | $687,000 | -4.1% | 1,248 | +6.2% | 0.01% | 0.0% |
| ETN | Sell | EATON CORP PLC | $709,000 | -4.8% | 5,317 | -10.1% | 0.01% | -6.7% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $694,000 | -11.9% | 30,265 | -0.4% | 0.01% | -12.5% |
| CTAS | Buy | CINTAS CORP | $709,000 | +4.0% | 1,826 | +0.1% | 0.01% | +7.7% |
| CORT | CORCEPT THERAPEUTICS INC | $692,000 | +7.8% | 27,000 | 0.0% | 0.01% | +7.7% | |
| DPZ | Sell | DOMINOS PIZZA INC | $699,000 | -23.6% | 2,253 | -4.1% | 0.01% | -22.2% |
| AMP | Buy | AMERIPRISE FINL INC | $668,000 | +10.8% | 2,652 | +4.5% | 0.01% | +16.7% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $665,000 | -8.7% | 5,107 | +4.4% | 0.01% | 0.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $686,000 | +15.1% | 975 | +3.3% | 0.01% | +16.7% |
| DVY | Buy | ISHARES TRselect divid etf | $691,000 | +8.0% | 6,444 | +18.5% | 0.01% | +7.7% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $619,000 | -8.2% | 25,668 | +7.4% | 0.01% | 0.0% |
| DLTR | Sell | DOLLAR TREE INC | $627,000 | -15.7% | 4,607 | -3.5% | 0.01% | -13.3% |
| IYY | ISHARES TRdow jones us etf | $660,000 | -5.0% | 7,522 | 0.0% | 0.01% | -7.1% | |
| TFSL | TFS FINL CORP | $651,000 | -5.4% | 50,091 | 0.0% | 0.01% | -7.1% | |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $658,000 | +0.8% | 13,859 | +1.4% | 0.01% | 0.0% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $627,000 | -18.5% | 6,849 | -18.5% | 0.01% | -13.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $633,000 | -10.7% | 4,564 | -4.5% | 0.01% | -7.1% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $615,000 | – | 30,074 | +100.0% | 0.01% | – | |
| PYPL | Buy | PAYPAL HLDGS INC | $623,000 | +33.1% | 7,239 | +8.1% | 0.01% | +44.4% |
| PAYX | Sell | PAYCHEX INC | $618,000 | -1.4% | 5,509 | -0.0% | 0.01% | +8.3% |
| ZTS | Sell | ZOETIS INCcl a | $653,000 | -14.3% | 4,405 | -0.6% | 0.01% | -13.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $641,000 | +4.2% | 34,277 | +17.6% | 0.01% | +8.3% |
| AMAT | Buy | APPLIED MATLS INC | $628,000 | -9.0% | 7,665 | +1.1% | 0.01% | -7.1% |
| ET | Buy | ENERGY TRANSFER L P | $626,000 | +13.2% | 56,782 | +2.6% | 0.01% | +18.2% |
| EFSC | ENTERPRISE FINL SVCS CORP | $659,000 | +6.1% | 14,966 | 0.0% | 0.01% | +8.3% | |
| PCT | PURECYCLE TECHNOLOGIES INC | $621,000 | +8.8% | 76,949 | 0.0% | 0.01% | +18.2% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $566,000 | -3.7% | 8,977 | -2.7% | 0.01% | 0.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $610,000 | +2.5% | 7,497 | +15.9% | 0.01% | 0.0% |
| CME | Sell | CME GROUP INC | $573,000 | -20.0% | 3,237 | -7.4% | 0.01% | -14.3% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $589,000 | -14.0% | 2,834 | -0.1% | 0.01% | -14.3% |
| MTB | Buy | M & T BK CORP | $571,000 | +12.8% | 3,237 | +2.0% | 0.01% | +20.0% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $607,000 | +166.2% | 6,080 | +166.8% | 0.01% | +140.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $612,000 | -8.9% | 11,168 | +3.2% | 0.01% | -7.7% |
| Buy | GENERAL ELECTRIC CO | $579,000 | +4.1% | 9,354 | +7.1% | 0.01% | +9.1% | |
| APD | Sell | AIR PRODS & CHEMS INC | $584,000 | -18.3% | 2,509 | -15.6% | 0.01% | -14.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $569,000 | +10.3% | 3,807 | +16.4% | 0.01% | +20.0% |
| FCF | Sell | FIRST COMWLTH FINL CORP PA | $593,000 | -7.3% | 46,217 | -3.2% | 0.01% | -7.7% |
| PINS | Buy | PINTEREST INCcl a | $591,000 | +37.8% | 25,346 | +7.2% | 0.01% | +50.0% |
| ENB | Sell | ENBRIDGE INC | $568,000 | -29.3% | 15,307 | -19.4% | 0.01% | -25.0% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $564,000 | +0.5% | 21,638 | +11.7% | 0.01% | +9.1% |
| INTF | Sell | ISHARES TRintl eqty factor | $592,000 | -28.9% | 28,284 | -20.1% | 0.01% | -25.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $585,000 | -0.5% | 19,278 | +3.2% | 0.01% | 0.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $579,000 | -0.2% | 12,556 | +14.4% | 0.01% | +9.1% |
| MGC | VANGUARD WORLD FDmega cap index | $540,000 | -5.4% | 4,329 | 0.0% | 0.01% | 0.0% | |
| Buy | CONSTELLATION ENERGY CORP | $529,000 | +49.4% | 6,361 | +2.9% | 0.01% | +57.1% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $539,000 | -4.1% | 5,303 | -0.7% | 0.01% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $538,000 | +13.3% | 8,950 | +3.8% | 0.01% | +22.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $551,000 | +7.0% | 1,880 | +8.5% | 0.01% | +10.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $524,000 | -31.4% | 8,527 | -34.3% | 0.01% | -26.7% |
| REET | New | ISHARES TRglobal reit etf | $534,000 | – | 25,095 | +100.0% | 0.01% | – |
| WBS | Sell | WEBSTER FINL CORP | $563,000 | +7.0% | 12,445 | -0.4% | 0.01% | +10.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $524,000 | +18.0% | 3,620 | +5.8% | 0.01% | +22.2% |
| K | Buy | KELLOGG CO | $561,000 | +2.0% | 8,060 | +4.6% | 0.01% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $527,000 | -9.3% | 9,938 | +0.2% | 0.01% | 0.0% |
| ILMN | Buy | ILLUMINA INC | $559,000 | +21.3% | 2,931 | +17.2% | 0.01% | +22.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $545,000 | -8.7% | 4,503 | -3.2% | 0.01% | -8.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $554,000 | -0.9% | 8,307 | +7.3% | 0.01% | 0.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $515,000 | -2.8% | 8,635 | +3.5% | 0.01% | +10.0% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $521,000 | -12.1% | 10,919 | -6.3% | 0.01% | -8.3% |
| ICF | Buy | ISHARES TRcohen steer reit | $517,000 | -3.5% | 9,631 | +9.1% | 0.01% | 0.0% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $520,000 | -15.6% | 3,656 | -9.5% | 0.01% | -8.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $523,000 | +62.9% | 11,769 | +74.6% | 0.01% | +83.3% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $538,000 | -9.0% | 5,175 | -2.2% | 0.01% | -8.3% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $537,000 | -12.4% | 2,592 | +0.1% | 0.01% | -8.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $527,000 | -3.1% | 3,529 | +0.8% | 0.01% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP | $496,000 | +5.3% | 4,639 | +4.8% | 0.01% | +11.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $467,000 | +6.4% | 993 | +8.3% | 0.01% | +11.1% |
| ESGE | Sell | ISHARES INCesg awr msci em | $490,000 | -46.9% | 17,711 | -38.0% | 0.01% | -44.4% |
| Sell | CRANE HLDGS CO | $492,000 | -0.4% | 5,621 | -0.4% | 0.01% | 0.0% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $498,000 | +104.9% | 7,527 | +117.1% | 0.01% | +100.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $505,000 | +25.3% | 336 | +9.1% | 0.01% | +25.0% |
| DTE | Buy | DTE ENERGY CO | $496,000 | -8.7% | 4,312 | +0.7% | 0.01% | -9.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $510,000 | -13.4% | 5,305 | -8.6% | 0.01% | -16.7% |
| WPC | Buy | WP CAREY INC | $491,000 | +0.4% | 7,032 | +19.0% | 0.01% | 0.0% |
| KR | Buy | KROGER CO | $486,000 | -3.4% | 11,117 | +4.6% | 0.01% | 0.0% |
| IXN | ISHARES TRglobal tech etf | $483,000 | -7.8% | 11,460 | 0.0% | 0.01% | 0.0% | |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $485,000 | – | 10,642 | +100.0% | 0.01% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $487,000 | -2.0% | 10,280 | +0.2% | 0.01% | 0.0% |
| C | Buy | CITIGROUP INC | $493,000 | -8.4% | 11,830 | +1.2% | 0.01% | -9.1% |
| HPQ | Sell | HP INC | $468,000 | -39.6% | 18,765 | -20.6% | 0.01% | -33.3% |
| O | Buy | REALTY INCOME CORP | $495,000 | -12.9% | 8,501 | +2.2% | 0.01% | -9.1% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $475,000 | -20.4% | 8,461 | -11.1% | 0.01% | -16.7% |
| MET | Sell | METLIFE INC | $510,000 | -4.3% | 8,393 | -1.1% | 0.01% | -9.1% |
| PRU | Buy | PRUDENTIAL FINL INC | $451,000 | -8.5% | 5,262 | +2.1% | 0.01% | -10.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $422,000 | -23.7% | 5,578 | -7.6% | 0.01% | -18.2% |
| CB | Buy | CHUBB LIMITED | $443,000 | +5.0% | 2,436 | +13.5% | 0.01% | +12.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $446,000 | -10.1% | 6,508 | +7.3% | 0.01% | -10.0% |
| CNX | New | CNX RES CORP | $465,000 | – | 29,922 | +100.0% | 0.01% | – |
| DOW | Sell | DOW INC | $461,000 | -16.8% | 10,494 | -2.3% | 0.01% | -18.2% |
| BLL | Buy | BALL CORP | $448,000 | -29.7% | 9,275 | +0.1% | 0.01% | -30.8% |
| SUSA | ISHARES TRmsci usa esg slc | $454,000 | -5.8% | 5,978 | 0.0% | 0.01% | -10.0% | |
| TWTR | Sell | TWITTER INC | $440,000 | +12.5% | 10,037 | -4.1% | 0.01% | +12.5% |
| TJX | Sell | TJX COS INC NEW | $444,000 | +7.8% | 7,144 | -3.1% | 0.01% | +12.5% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $425,000 | +9.3% | 5,889 | +1.0% | 0.01% | +12.5% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $421,000 | -10.8% | 8,408 | -6.9% | 0.01% | 0.0% |
| TEL | Sell | TE CONNECTIVITY LTD | $417,000 | -9.2% | 3,781 | -6.9% | 0.01% | 0.0% |
| HWC | HANCOCK WHITNEY CORPORATION | $464,000 | +3.3% | 10,123 | 0.0% | 0.01% | 0.0% | |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $420,000 | -5.0% | 1,877 | -0.1% | 0.01% | 0.0% |
| Sell | WARNER BROS DISCOVERY INC | $440,000 | -18.2% | 38,255 | -4.6% | 0.01% | -18.2% | |
| BP | Sell | BP PLCsponsored adr | $434,000 | -1.6% | 15,205 | -2.2% | 0.01% | 0.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $435,000 | -39.8% | 1,433 | -7.2% | 0.01% | -35.7% |
| CRBN | ISHARES TRmsci lw crb tg | $463,000 | -7.6% | 3,659 | 0.0% | 0.01% | -10.0% | |
| TRTN | Buy | TRITON INTL LTDcl a | $419,000 | +8.0% | 7,664 | +3.9% | 0.01% | +12.5% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $445,000 | +5.5% | 4,260 | +6.1% | 0.01% | +12.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $413,000 | -3.1% | 5,557 | +1.5% | 0.01% | 0.0% |
| SYK | Buy | STRYKER CORPORATION | $375,000 | +7.1% | 1,850 | +5.1% | 0.01% | +14.3% |
| AZO | AUTOZONE INC | $394,000 | -0.3% | 184 | 0.0% | 0.01% | 0.0% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $392,000 | -5.8% | 2,754 | -8.9% | 0.01% | 0.0% |
| Buy | DIGITAL WORLD ACQUISITION CO | $371,000 | +6.6% | 22,043 | +53.0% | 0.01% | +14.3% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $406,000 | -6.7% | 3,271 | 0.0% | 0.01% | -11.1% | |
| RWR | Buy | SPDR SER TRdj reit etf | $401,000 | -0.7% | 4,765 | +12.1% | 0.01% | 0.0% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $406,000 | -4.9% | 3,097 | -1.1% | 0.01% | 0.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $378,000 | +6.2% | 1,306 | +3.5% | 0.01% | +14.3% |
| CNI | Sell | CANADIAN NATL RY CO | $375,000 | -6.5% | 3,476 | -2.6% | 0.01% | 0.0% |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $379,000 | -11.0% | 15,854 | -0.8% | 0.01% | 0.0% |
| WMS | ADVANCED DRAIN SYS INC DEL | $406,000 | +38.1% | 3,262 | 0.0% | 0.01% | +33.3% | |
| MS | Buy | MORGAN STANLEY | $368,000 | +6.7% | 4,657 | +2.7% | 0.01% | +14.3% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $370,000 | +17.1% | 19,393 | +16.9% | 0.01% | +33.3% |
| LBC | LUTHER BURBANK CORP | $377,000 | -10.9% | 32,438 | 0.0% | 0.01% | 0.0% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $369,000 | -6.8% | 5,424 | +0.8% | 0.01% | 0.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $396,000 | -9.4% | 3,116 | -6.6% | 0.01% | -11.1% |
| SRE | Sell | SEMPRA | $394,000 | -0.5% | 2,627 | -0.3% | 0.01% | 0.0% |
| RY | Buy | ROYAL BK CDA | $411,000 | -5.3% | 4,562 | +1.7% | 0.01% | -11.1% |
| GWW | Buy | GRAINGER W W INC | $397,000 | +8.2% | 811 | +0.5% | 0.01% | +14.3% |
| CTVA | Sell | CORTEVA INC | $414,000 | +0.5% | 7,245 | -4.9% | 0.01% | 0.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $382,000 | -29.4% | 12,037 | -6.9% | 0.01% | -27.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $405,000 | -73.9% | 5,449 | -73.2% | 0.01% | -74.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $380,000 | +6.1% | 5,795 | +13.4% | 0.01% | +14.3% |
| DD | Sell | DUPONT DE NEMOURS INC | $347,000 | -13.0% | 6,890 | -3.9% | 0.01% | -12.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $358,000 | +40.9% | 5,644 | +69.8% | 0.01% | +40.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $362,000 | -27.5% | 6,343 | -19.5% | 0.01% | -30.0% |
| XYL | Sell | XYLEM INC | $351,000 | +5.7% | 4,014 | -5.5% | 0.01% | 0.0% |
| New | GSK PLCsponsored adr | $353,000 | – | 12,008 | +100.0% | 0.01% | – | |
| DES | WISDOMTREE TRus smallcap divd | $360,000 | -8.6% | 13,979 | 0.0% | 0.01% | -12.5% | |
| NUE | NUCOR CORP | $361,000 | +2.6% | 3,375 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES TRmorningstar grwt | $323,000 | -3.9% | 6,700 | 0.0% | 0.01% | 0.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $327,000 | -37.7% | 4,082 | -11.5% | 0.01% | -30.0% |
| EEMV | New | ISHARES INCmsci emerg mrkt | $321,000 | – | 6,340 | +100.0% | 0.01% | – |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $319,000 | +14.3% | 8,416 | +5.4% | 0.01% | +16.7% |
| IWC | Buy | ISHARES TRmicro-cap etf | $365,000 | +1.7% | 3,532 | +2.3% | 0.01% | 0.0% |
| CLX | Sell | CLOROX CO DEL | $330,000 | -14.5% | 2,569 | -6.2% | 0.01% | -12.5% |
| EXR | EXTRA SPACE STORAGE INC | $320,000 | +1.6% | 1,850 | 0.0% | 0.01% | +16.7% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $347,000 | -27.1% | 7,675 | -13.1% | 0.01% | -22.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $354,000 | +16.8% | 6,296 | +31.3% | 0.01% | +16.7% |
| ING | Buy | ING GROEP N.V.sponsored adr | $343,000 | -11.6% | 40,348 | +3.1% | 0.01% | -12.5% |
| ES | Buy | EVERSOURCE ENERGY | $357,000 | +2.6% | 4,577 | +11.3% | 0.01% | 0.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $332,000 | +2.8% | 7,043 | +10.0% | 0.01% | +16.7% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $349,000 | -4.9% | 6,342 | +5.5% | 0.01% | 0.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $345,000 | +48.1% | 10,483 | +16.0% | 0.01% | +40.0% | |
| UL | Sell | UNILEVER PLCspon adr new | $332,000 | -7.8% | 7,562 | -3.8% | 0.01% | 0.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $319,000 | -19.2% | 5,821 | -2.7% | 0.01% | -12.5% |
| BAX | Sell | BAXTER INTL INC | $345,000 | -20.7% | 6,402 | -5.4% | 0.01% | -22.2% |
| TDG | New | TRANSDIGM GROUP INC | $340,000 | – | 647 | +100.0% | 0.01% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $319,000 | -9.6% | 6,854 | +2.1% | 0.01% | 0.0% |
| MFC | Sell | MANULIFE FINL CORP | $356,000 | -10.8% | 22,750 | -1.3% | 0.01% | -12.5% |
| AGCO | Buy | AGCO CORP | $348,000 | +30.3% | 3,616 | +33.5% | 0.01% | +40.0% |
| MKL | Sell | MARKEL CORP | $364,000 | -18.6% | 336 | -2.9% | 0.01% | -22.2% |
| SLB | Buy | SCHLUMBERGER LTD | $293,000 | +6.2% | 8,154 | +5.6% | 0.01% | +20.0% |
| TM | New | TOYOTA MOTOR CORPads | $279,000 | – | 2,140 | +100.0% | 0.01% | – |
| CROX | Sell | CROCS INC | $287,000 | +38.0% | 4,178 | -2.2% | 0.01% | +50.0% |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $274,000 | -11.3% | 7,930 | -6.4% | 0.01% | 0.0% |
| BIOB | BIO RAD LABS INCcl b | $317,000 | -15.5% | 760 | 0.0% | 0.01% | -14.3% | |
| SMMF | SUMMIT FINL GROUP INC | $275,000 | -2.8% | 10,200 | 0.0% | 0.01% | 0.0% | |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $315,000 | -6.8% | 6,920 | -0.5% | 0.01% | -14.3% |
| KXI | Sell | ISHARES TRglb cnsm stp etf | $274,000 | -8.7% | 5,105 | -1.6% | 0.01% | 0.0% |
| GLW | Buy | CORNING INC | $290,000 | +31.2% | 9,978 | +42.4% | 0.01% | +50.0% |
| BRO | Sell | BROWN & BROWN INC | $279,000 | -1.4% | 4,614 | -4.8% | 0.01% | 0.0% |
| ROST | Buy | ROSS STORES INC | $316,000 | +22.0% | 3,752 | +1.6% | 0.01% | +20.0% |
| IBB | Sell | ISHARES TRishares biotech | $303,000 | -15.6% | 2,592 | -15.2% | 0.01% | -14.3% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $300,000 | +18.6% | 14,971 | +10.8% | 0.01% | +20.0% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $274,000 | – | 1,194 | +100.0% | 0.01% | – |
| JEF | Buy | JEFFERIES FINL GROUP INC | $299,000 | +6.8% | 10,143 | +0.1% | 0.01% | 0.0% |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $278,000 | – | 4,824 | +100.0% | 0.01% | – |
| WSFS | WSFS FINL CORP | $275,000 | +16.0% | 5,922 | 0.0% | 0.01% | +20.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $289,000 | -11.3% | 20,000 | 0.0% | 0.01% | 0.0% | |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $279,000 | -8.2% | 6,813 | -0.4% | 0.01% | 0.0% |
| BCE | Buy | BCE INC | $314,000 | -7.4% | 7,496 | +8.6% | 0.01% | -14.3% |
| WEC | Buy | WEC ENERGY GROUP INC | $291,000 | +21.8% | 3,253 | +36.7% | 0.01% | +20.0% |
| ORI | OLD REP INTL CORP | $299,000 | -6.3% | 14,282 | 0.0% | 0.01% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $271,000 | -6.2% | 4,897 | 0.0% | 0.01% | 0.0% | |
| BKI | BLACK KNIGHT INC | $282,000 | -1.1% | 4,351 | 0.0% | 0.01% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $314,000 | -5.1% | 5,088 | -5.1% | 0.01% | -14.3% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $296,000 | -23.1% | 5,570 | +3.2% | 0.01% | -25.0% |
| HUM | Buy | HUMANA INC | $302,000 | +9.0% | 623 | +5.2% | 0.01% | +20.0% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $302,000 | -21.8% | 25,167 | -13.4% | 0.01% | -25.0% |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $282,000 | +12.4% | 1,404 | 0.0% | 0.01% | +20.0% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $276,000 | +7.0% | 5,612 | +4.1% | 0.01% | +20.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $302,000 | -2.9% | 3,146 | +3.4% | 0.01% | 0.0% |
| MRNA | Sell | MODERNA INC | $275,000 | -17.9% | 2,325 | -0.9% | 0.01% | -14.3% |
| HES | Buy | HESS CORP | $316,000 | +9.3% | 2,901 | +6.4% | 0.01% | 0.0% |
| DEO | Sell | DIAGEO PLCspon adr new | $301,000 | -8.0% | 1,773 | -5.6% | 0.01% | 0.0% |
| DNP | Sell | DNP SELECT INCOME FD INC | $313,000 | -43.0% | 30,243 | -40.3% | 0.01% | -45.5% |
| DBEF | DBX ETF TRxtrack msci eafe | $289,000 | -4.0% | 8,633 | 0.0% | 0.01% | 0.0% | |
| TYL | Buy | TYLER TECHNOLOGIES INC | $228,000 | +5.1% | 657 | +0.6% | 0.01% | +25.0% |
| IONS | New | IONIS PHARMACEUTICALS INC | $225,000 | – | 5,092 | +100.0% | 0.01% | – |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $233,000 | -6.8% | 4,035 | 0.0% | 0.01% | 0.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $261,000 | -11.5% | 2,049 | -6.8% | 0.01% | -16.7% |
| New | JACOBS SOLUTIONS INC | $250,000 | – | 2,305 | +100.0% | 0.01% | – | |
| KMI | New | KINDER MORGAN INC DEL | $232,000 | – | 13,928 | +100.0% | 0.01% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $223,000 | +0.9% | 4,459 | +11.3% | 0.01% | +25.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $256,000 | -11.1% | 1,651 | +0.1% | 0.01% | -16.7% |
| MPWR | MONOLITHIC PWR SYS INC | $232,000 | -5.3% | 639 | 0.0% | 0.01% | 0.0% | |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $253,000 | -7.3% | 3,835 | +1.9% | 0.01% | 0.0% |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $248,000 | -19.0% | 32,917 | +0.0% | 0.01% | -16.7% |
| NWN | Buy | NORTHWEST NAT HLDG CO | $234,000 | -17.6% | 5,400 | +1.0% | 0.01% | -16.7% |
| OKE | Sell | ONEOK INC NEW | $222,000 | -19.0% | 4,339 | -12.1% | 0.01% | 0.0% |
| PPL | Sell | PPL CORP | $250,000 | -24.2% | 9,864 | -19.0% | 0.01% | -28.6% |
| COWZ | New | PACER FDS TRus cash cows 100 | $253,000 | – | 6,174 | +100.0% | 0.01% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $265,000 | +29.9% | 1,094 | +32.1% | 0.01% | +25.0% |
| RSG | Sell | REPUBLIC SVCS INC | $249,000 | +1.2% | 1,829 | -2.5% | 0.01% | 0.0% |
| Sell | SHELL PLCspon ads | $231,000 | -17.5% | 4,636 | -13.5% | 0.01% | -16.7% | |
| EVT | EATON VANCE TAX ADVT DIV INC | $226,000 | -8.9% | 10,408 | 0.0% | 0.01% | 0.0% | |
| DOV | Buy | DOVER CORP | $246,000 | +9.3% | 2,108 | +13.8% | 0.01% | +25.0% |
| DIMENSIONAL ETF TRUSTshort duration f | $258,000 | -1.9% | 5,600 | 0.0% | 0.01% | 0.0% | ||
| Sell | DIMENSIONAL ETF TRUSTemerging mkts va | $263,000 | -52.8% | 12,810 | -46.3% | 0.01% | -54.5% | |
| DLR | Buy | DIGITAL RLTY TR INC | $254,000 | -12.7% | 2,557 | +13.9% | 0.01% | -16.7% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $240,000 | -9.8% | 4,170 | +5.8% | 0.01% | 0.0% |
| SLP | Buy | SIMULATIONS PLUS INC | $222,000 | -0.9% | 4,564 | +0.4% | 0.01% | +25.0% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $242,000 | -6.2% | 42,410 | +0.7% | 0.01% | 0.0% |
| SNV | SYNOVUS FINL CORP | $268,000 | +3.9% | 7,147 | 0.0% | 0.01% | 0.0% | |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $258,000 | +6.6% | 31,910 | -0.7% | 0.01% | 0.0% |
| CABO | CABLE ONE INC | $241,000 | -34.0% | 283 | 0.0% | 0.01% | -28.6% | |
| CBTX | Sell | CBTX INC | $261,000 | +8.8% | 8,925 | -1.1% | 0.01% | 0.0% |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $260,000 | – | 1,822 | +100.0% | 0.01% | – |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $249,000 | – | 5,078 | +100.0% | 0.01% | – |
| ARCC | Sell | ARES CAPITAL CORP | $236,000 | -6.0% | 13,965 | -0.2% | 0.01% | 0.0% |
| VMW | Buy | VMWARE INC | $236,000 | +6.8% | 2,215 | +14.1% | 0.01% | +25.0% |
| WMB | New | WILLIAMS COS INC | $226,000 | – | 7,888 | +100.0% | 0.01% | – |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $242,000 | +1.7% | 1,204 | 0.0% | 0.01% | 0.0% | |
| IYH | Sell | ISHARES TRus hlthcare etf | $228,000 | -10.6% | 900 | -5.3% | 0.01% | 0.0% |
| CP | Buy | CANADIAN PAC RY LTD | $212,000 | -3.2% | 3,170 | +1.1% | 0.00% | 0.0% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $210,000 | +8.2% | 19,965 | +0.9% | 0.00% | 0.0% |
| TDV | PROSHARES TRs&p tech dividen | $206,000 | -5.9% | 4,081 | 0.0% | 0.00% | 0.0% | |
| SGC | SUPERIOR GROUP OF CO INC | $207,000 | -50.1% | 23,361 | 0.0% | 0.00% | -50.0% | |
| New | ANNALY CAPITAL MANAGEMENT IN | $215,000 | – | 12,502 | +100.0% | 0.00% | – | |
| RUN | New | SUNRUN INC | $210,000 | – | 7,598 | +100.0% | 0.00% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $209,000 | -3.2% | 1,864 | +5.1% | 0.00% | 0.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $215,000 | +4.9% | 2,705 | +10.6% | 0.00% | 0.0% |
| MRO | Sell | MARATHON OIL CORP | $211,000 | -6.6% | 9,333 | -7.1% | 0.00% | 0.0% |
| AON | New | AON PLC | $220,000 | – | 821 | +100.0% | 0.00% | – |
| NNI | NELNET INCcl a | $220,000 | -7.2% | 2,775 | 0.0% | 0.00% | -20.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $205,000 | +1.5% | 5,757 | +1.8% | 0.00% | 0.0% |
| NOM | Buy | NUVEEN MISSOURI QLT MUN INC | $189,000 | -12.1% | 17,003 | +0.9% | 0.00% | 0.0% |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $213,000 | -4.9% | 5,123 | 0.0% | 0.00% | 0.0% | |
| TSN | Buy | TYSON FOODS INCcl a | $210,000 | -23.4% | 3,191 | +0.2% | 0.00% | -20.0% |
| OHI | New | OMEGA HEALTHCARE INVS INC | $205,000 | – | 6,948 | +100.0% | 0.00% | – |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $216,000 | -13.6% | 1,255 | -7.1% | 0.00% | -20.0% |
| NET | New | CLOUDFLARE INC | $215,000 | – | 3,880 | +100.0% | 0.00% | – |
| CBSH | Buy | COMMERCE BANCSHARES INC | $212,000 | +1.4% | 3,211 | +0.8% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $210,000 | +4.5% | 6,425 | +9.3% | 0.00% | 0.0% |
| ORA | New | ORMAT TECHNOLOGIES INC | $209,000 | – | 2,423 | +100.0% | 0.00% | – |
| PCG | Sell | PG&E CORP | $203,000 | +20.8% | 16,234 | -3.5% | 0.00% | +33.3% |
| INFY | Buy | INFOSYS LTDsponsored adr | $202,000 | -7.8% | 11,888 | +0.4% | 0.00% | 0.0% |
| VTRS | Buy | VIATRIS INC | $191,000 | -6.8% | 22,411 | +14.7% | 0.00% | 0.0% |
| FSLR | New | FIRST SOLAR INC | $202,000 | – | 1,530 | +100.0% | 0.00% | – |
| ETR | Buy | ENTERGY CORP NEW | $215,000 | -9.7% | 2,135 | +0.9% | 0.00% | -20.0% |
| JLL | Buy | JONES LANG LASALLE INC | $216,000 | -12.2% | 1,429 | +1.7% | 0.00% | -20.0% |
| GAB | Buy | GABELLI EQUITY TR INC | $153,000 | -10.0% | 27,869 | +0.2% | 0.00% | 0.0% |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $126,000 | – | 19,035 | +100.0% | 0.00% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $127,000 | -6.6% | 26,099 | +1.3% | 0.00% | 0.0% |
| RAD | Buy | RITE AID CORP | $153,000 | -26.4% | 30,907 | +0.1% | 0.00% | -25.0% |
| New | REMITLY GLOBAL INC | $157,000 | – | 14,124 | +100.0% | 0.00% | – | |
| New | PERMIAN RESOURCES CORP | $156,000 | – | 23,000 | +100.0% | 0.00% | – | |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $139,000 | – | 12,262 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $154,000 | – | 25,313 | +100.0% | 0.00% | – | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $134,000 | +16.5% | 18,402 | +74.4% | 0.00% | +50.0% |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $171,000 | -11.9% | 30,953 | 0.0% | 0.00% | -25.0% | |
| CCL | Buy | CARNIVAL CORP | $102,000 | +5.2% | 14,485 | +28.7% | 0.00% | 0.0% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $107,000 | +78.3% | 19,424 | +89.8% | 0.00% | +100.0% |
| NUV | NUVEEN MUN VALUE FD INC | $91,000 | -5.2% | 10,785 | 0.0% | 0.00% | 0.0% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $122,000 | – | 10,747 | +100.0% | 0.00% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $84,000 | – | 16,750 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORP | $106,000 | – | 21,906 | +100.0% | 0.00% | – |
| Buy | MATTERPORT INC | $87,000 | +16.0% | 23,002 | +11.6% | 0.00% | +100.0% | |
| MFG | Buy | MIZUHO FINANCIAL GROUP INCsponsored adr | $102,000 | +137.2% | 46,301 | +138.8% | 0.00% | +100.0% |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $90,000 | -13.5% | 10,600 | -7.0% | 0.00% | 0.0% |
| REI | New | RING ENERGY INC | $31,000 | – | 13,371 | +100.0% | 0.00% | – |
| JOB | GEE GROUP INC | $48,000 | +23.1% | 75,334 | 0.0% | 0.00% | 0.0% | |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $69,000 | +109.1% | 13,710 | 0.0% | 0.00% | 0.0% | |
| TEF | Sell | TELEFONICA S Asponsored adr | $67,000 | -42.2% | 20,789 | -7.8% | 0.00% | -50.0% |
| SVM | SILVERCORP METALS INC | $33,000 | -5.7% | 14,000 | 0.0% | 0.00% | 0.0% | |
| AEG | Sell | AEGON N V | $46,000 | -11.5% | 11,741 | -0.8% | 0.00% | 0.0% |
| SPIRE GLOBAL INC | $63,000 | -6.0% | 57,968 | 0.0% | 0.00% | 0.0% | ||
| WIT | New | WIPRO LTDspon adr 1 sh | $64,000 | – | 13,553 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $59,000 | – | 13,266 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $44,000 | – | 10,313 | +100.0% | 0.00% | – |
| New | NEXTDOOR HOLDINGS INC | $28,000 | – | 10,000 | +100.0% | 0.00% | – | |
| NERDY INC | $26,000 | 0.0% | 12,354 | 0.0% | 0.00% | 0.0% | ||
| ABUS | Sell | ARBUTUS BIOPHARMA CORP | $34,000 | -29.2% | 17,720 | -0.1% | 0.00% | 0.0% |
| BERKSHIRE GREY INC | $57,000 | +18.8% | 33,415 | 0.0% | 0.00% | 0.0% | ||
| ABEV | New | AMBEV SAsponsored adr | $39,000 | – | 13,895 | +100.0% | 0.00% | – |
| RIDE | LORDSTOWN MOTORS CORP | $37,000 | +15.6% | 20,240 | 0.0% | 0.00% | 0.0% | |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $51,000 | -50.0% | 28,694 | -42.8% | 0.00% | -50.0% |
| KGC | New | KINROSS GOLD CORP | $44,000 | – | 11,806 | +100.0% | 0.00% | – |
| TGB | TASEKO MINES LTD | $57,000 | +5.6% | 50,000 | 0.0% | 0.00% | 0.0% | |
| PAVM | Buy | PAVMED INC | $60,000 | +5.3% | 70,000 | +14.9% | 0.00% | 0.0% |
| WATT | ENERGOUS CORP | $44,000 | +2.3% | 42,763 | 0.0% | 0.00% | 0.0% | |
| AMPE | AMPIO PHARMACEUTICALS INC | $1,000 | -50.0% | 10,000 | 0.0% | 0.00% | – | |
| BSQR | BSQUARE CORP | $24,000 | -7.7% | 20,606 | 0.0% | 0.00% | -100.0% | |
| UBX | UNITY BIOTECHNOLOGY INC | $7,000 | -30.0% | 17,723 | 0.0% | 0.00% | – | |
| CLX | Exit | CLOROX CO DELcall | $0 | – | -100 | -100.0% | 0.00% | – |
| New | SHELL PLCcall | $1,000 | – | 400 | +100.0% | 0.00% | – | |
| HYMC | Exit | HYCROFT MINING HOLDING CORP | $0 | – | -10,000 | -100.0% | 0.00% | – |
| PALI | Buy | PALISADE BIO INC | $5,000 | +25.0% | 46,000 | +318.2% | 0.00% | – |
| AQB | Exit | AQUABOUNTY TECHNOLOGIES INC | $0 | – | -14,548 | -100.0% | 0.00% | – |
| JETS | Exit | ETF SER SOLUTIONScall | $0 | – | -15,000 | -100.0% | 0.00% | – |
| New | MULLEN AUTOMOTIVE INC | $5,000 | – | 13,750 | +100.0% | 0.00% | – | |
| SPY | SPDR S&P 500 ETF TRcall | $5,000 | -44.4% | 300 | 0.0% | 0.00% | – | |
| BUZZFEED INC | $20,000 | 0.0% | 12,754 | 0.0% | 0.00% | – | ||
| PANBELA THERAPEUTICS INC | $7,000 | -56.2% | 24,927 | 0.0% | 0.00% | – | ||
| IMAC | Buy | IMAC HLDGS INC | $8,000 | 0.0% | 20,000 | +100.0% | 0.00% | – |
| CLVR | CLEVER LEAVES HOLDINGS INC | $7,000 | -41.7% | 12,000 | 0.0% | 0.00% | – | |
| CVX | New | CHEVRON CORP NEWcall | $0 | – | 100 | +100.0% | 0.00% | – |
| ARVL | New | ARRIVAL GROUP | $9,000 | – | 11,314 | +100.0% | 0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -24,500 | -100.0% | 0.00% | – |
| CRKN | CROWN ELECTROKINETICS CORP | $6,000 | -75.0% | 26,000 | 0.0% | 0.00% | – | |
| GALT | GALECTIN THERAPEUTICS INC | $22,000 | +29.4% | 13,234 | 0.0% | 0.00% | – | |
| XLF | Exit | SELECT SECTOR SPDR TRcall | $0 | – | -200 | -100.0% | 0.00% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -10,245 | -100.0% | -0.00% | – |
| Exit | AVIDXCHANGE HOLDINGS INC | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| RWT | Exit | REDWOOD TR INC | $0 | – | -12,535 | -100.0% | -0.00% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -10,099 | -100.0% | -0.00% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -9,538 | -100.0% | -0.00% | – |
| AMCR | Exit | AMCOR PLCord | $0 | – | -10,299 | -100.0% | -0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -10,138 | -100.0% | -0.00% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -29,493 | -100.0% | -0.00% | – |
| MUI | Exit | BLACKROCK MUNICIPAL INCOME | $0 | – | -10,772 | -100.0% | -0.00% | – |
| WWD | Exit | WOODWARD INC | $0 | – | -2,226 | -100.0% | -0.00% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,335 | -100.0% | -0.00% | – |
| NSA | Exit | NATIONAL STORAGE AFFILIATES | $0 | – | -4,479 | -100.0% | -0.00% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -1,997 | -100.0% | -0.00% | – |
| EEMS | Exit | ISHARES INCem mkt sm-cp etf | $0 | – | -4,373 | -100.0% | -0.00% | – |
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -2,076 | -100.0% | -0.00% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,759 | -100.0% | -0.00% | – |
| TFI | Exit | SPDR SER TRnuveen blmbrg mu | $0 | – | -4,554 | -100.0% | -0.00% | – |
| TER | Exit | TERADYNE INC | $0 | – | -2,353 | -100.0% | -0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,556 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -5,503 | -100.0% | -0.00% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -4,661 | -100.0% | -0.00% | – |
| CM | Exit | CANADIAN IMP BK COMM | $0 | – | -4,664 | -100.0% | -0.00% | – |
| VTR | Exit | VENTAS INC | $0 | – | -4,781 | -100.0% | -0.01% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -4,760 | -100.0% | -0.01% | – |
| COKE | Exit | COCA COLA CONS INC | $0 | – | -449 | -100.0% | -0.01% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -2,323 | -100.0% | -0.01% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -6,468 | -100.0% | -0.01% | – |
| Exit | AMERICAN CENTY ETF TRemerging mkt val | $0 | – | -6,490 | -100.0% | -0.01% | – | |
| MP | Exit | MP MATERIALS CORP | $0 | – | -8,348 | -100.0% | -0.01% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,661 | -100.0% | -0.01% | – |
| AVT | Exit | AVNET INC | $0 | – | -5,354 | -100.0% | -0.01% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -3,916 | -100.0% | -0.01% | – |
| JRS | Exit | NUVEEN REAL ESTATE INCOME FD | $0 | – | -24,429 | -100.0% | -0.01% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -6,777 | -100.0% | -0.01% | – |
| JPIN | Exit | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $0 | – | -6,296 | -100.0% | -0.01% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -2,305 | -100.0% | -0.01% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -4,662 | -100.0% | -0.01% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,332 | -100.0% | -0.01% | – |
| MMU | Exit | WESTERN ASSET MANAGED MUNS F | $0 | – | -26,514 | -100.0% | -0.01% | – |
| PML | Exit | PIMCO MUN INCOME FD II | $0 | – | -33,641 | -100.0% | -0.01% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -8,838 | -100.0% | -0.01% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -15,375 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 42 | Q3 2023 | 18.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
| ISHARES TR | 42 | Q3 2023 | 4.2% |
| APPLE INC | 42 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.5% |
| US BANCORP DEL | 42 | Q3 2023 | 3.3% |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-10 |
View BUCKINGHAM STRATEGIC WEALTH, 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.