$15.7 Million is the total value of Bank Julius Baer & Co. Ltd, Zurich's 583 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $1,011,346 | +21.0% | 3,507,963 | +0.7% | 6.43% | +12.6% |
| AAPL | Buy | APPLE INC | $682,426 | +31.7% | 4,138,423 | +3.7% | 4.34% | +22.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $678,315 | +31.2% | 6,539,236 | +11.6% | 4.31% | +22.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $656,896 | -1.1% | 1,604,573 | -7.6% | 4.17% | -8.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $498,709 | -4.1% | 1,055,267 | +7.6% | 3.17% | -10.8% |
| NVDA | Sell | NVIDIA CORPORATION | $458,120 | +83.4% | 1,649,278 | -3.5% | 2.91% | +70.6% |
| V | Buy | VISA INC | $416,882 | +11.2% | 1,849,030 | +2.4% | 2.65% | +3.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $351,410 | -8.7% | 2,267,158 | +4.1% | 2.23% | -15.1% |
| HON | Buy | HONEYWELL INTL INC | $323,153 | -8.3% | 1,690,838 | +2.8% | 2.05% | -14.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $305,148 | +5.7% | 839,681 | +1.1% | 1.94% | -1.7% |
| AMZN | Buy | AMAZON COM INC | $300,954 | +24.5% | 2,913,679 | +1.3% | 1.91% | +15.8% |
| DHR | Sell | DANAHER CORPORATION | $297,765 | -5.4% | 1,181,419 | -0.4% | 1.89% | -12.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $274,095 | +2.3% | 2,103,404 | +5.3% | 1.74% | -4.8% |
| HD | Buy | HOME DEPOT INC | $256,808 | -4.1% | 870,181 | +2.6% | 1.63% | -10.8% |
| TXN | Buy | TEXAS INSTRS INC | $240,955 | +15.5% | 1,295,387 | +2.6% | 1.53% | +7.4% |
| NKE | Buy | NIKE INCcl b | $235,327 | +5.5% | 1,918,841 | +0.7% | 1.50% | -1.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $232,230 | +2.2% | 402,918 | -2.4% | 1.48% | -5.0% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $227,944 | -6.2% | 2,299,675 | -9.3% | 1.45% | -12.8% |
| SPGI | Buy | S&P GLOBAL INC | $226,166 | +3.0% | 655,991 | +0.0% | 1.44% | -4.2% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $224,938 | -0.6% | 1,911,929 | -2.9% | 1.43% | -7.6% |
| ABT | Buy | ABBOTT LABS | $216,934 | -7.5% | 2,142,342 | +0.3% | 1.38% | -13.9% |
| MRK | Buy | MERCK & CO INC | $192,557 | -2.0% | 1,809,914 | +2.2% | 1.22% | -8.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $191,517 | +35.8% | 496,969 | +18.6% | 1.22% | +26.4% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $165,388 | -22.1% | 671,054 | -21.6% | 1.05% | -27.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $164,967 | -1.7% | 645,739 | +2.1% | 1.05% | -8.6% |
| FB | Buy | META PLATFORMS INCcl a | $162,936 | +374.1% | 768,785 | +169.2% | 1.04% | +340.4% |
| AVGO | Buy | BROADCOM INC | $157,458 | +27.9% | 245,438 | +11.5% | 1.00% | +18.9% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $152,988 | +31.7% | 728,202 | +0.7% | 0.97% | +22.6% |
| KO | Buy | COCA COLA CO | $145,482 | +0.6% | 2,345,341 | +3.2% | 0.92% | -6.4% |
| COP | Buy | CONOCOPHILLIPS | $137,355 | -13.6% | 1,384,492 | +2.7% | 0.87% | -19.6% |
| WMT | Sell | WALMART INC | $129,649 | -44.3% | 879,275 | -46.4% | 0.82% | -48.1% |
| MCD | Buy | MCDONALDS CORP | $121,035 | +9.3% | 432,871 | +3.0% | 0.77% | +1.7% |
| XOM | Buy | EXXON MOBIL CORP | $112,902 | +4.6% | 1,029,562 | +5.2% | 0.72% | -2.7% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $111,361 | -38.5% | 1,259,598 | -43.9% | 0.71% | -42.8% |
| ORCL | Sell | ORACLE CORP | $110,063 | +0.7% | 1,184,490 | -11.4% | 0.70% | -6.3% |
| AFL | Sell | AFLAC INC | $109,448 | -43.6% | 1,696,343 | -37.1% | 0.70% | -47.5% |
| CME | Sell | CME GROUP INC | $105,973 | +8.2% | 553,327 | -5.0% | 0.67% | +0.6% |
| TIP | Sell | ISHARES TRtips bd etf | $104,900 | -3.6% | 951,476 | -6.9% | 0.67% | -10.2% |
| NEE | Buy | NEXTERA ENERGY INC | $103,921 | -4.6% | 1,348,217 | +3.5% | 0.66% | -11.3% |
| VRSK | Buy | VERISK ANALYTICS INC | $101,078 | +15.1% | 526,831 | +5.8% | 0.64% | +7.0% |
| AMAT | Buy | APPLIED MATLS INC | $100,813 | +26.7% | 820,756 | +0.4% | 0.64% | +17.8% |
| KLAC | Sell | KLA CORP | $99,942 | +5.3% | 250,374 | -0.6% | 0.64% | -2.0% |
| ADI | Buy | ANALOG DEVICES INC | $98,058 | +20.4% | 497,199 | +0.2% | 0.62% | +12.1% |
| MOS | Buy | MOSAIC CO NEW | $97,372 | +7.6% | 2,122,323 | +2.9% | 0.62% | +0.2% |
| PEP | Buy | PEPSICO INC | $96,629 | +516.1% | 530,056 | +510.5% | 0.61% | +473.8% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $91,401 | +13.7% | 311,470 | -0.2% | 0.58% | +5.8% |
| EWC | Sell | ISHARES INCmsci cda etf | $91,374 | -10.9% | 2,673,312 | -14.7% | 0.58% | -17.1% |
| NDAQ | Buy | NASDAQ INC | $88,890 | +7717.9% | 1,625,938 | +8674.6% | 0.56% | +6962.5% |
| VOO | Sell | VANGUARD INDEX FDS | $87,146 | +0.9% | 231,728 | -5.8% | 0.55% | -6.1% |
| QCOM | Sell | QUALCOMM INC | $85,745 | +11.6% | 672,088 | -3.9% | 0.54% | +3.8% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $83,357 | +13.1% | 1,822,016 | +2.0% | 0.53% | +5.2% |
| CSCO | Buy | CISCO SYS INC | $82,211 | +21.5% | 1,572,670 | +10.8% | 0.52% | +13.0% |
| PFE | Sell | PFIZER INC | $80,873 | -22.3% | 1,982,177 | -2.4% | 0.51% | -27.7% |
| IDXX | Sell | IDEXX LABS INC | $79,547 | +20.5% | 159,069 | -1.7% | 0.50% | +12.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $78,983 | +14.1% | 246,106 | -5.3% | 0.50% | +6.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $77,005 | +0.7% | 174,738 | -1.3% | 0.49% | -6.5% |
| WM | Buy | WASTE MGMT INC DEL | $76,262 | +45.7% | 467,377 | +40.1% | 0.48% | +35.9% |
| AMGN | Buy | AMGEN INC | $75,289 | -7.6% | 311,435 | +0.4% | 0.48% | -14.2% |
| LRCX | Buy | LAM RESEARCH CORP | $70,988 | +27.5% | 133,910 | +1.1% | 0.45% | +18.7% |
| INTU | Buy | INTUIT | $70,285 | +16.9% | 157,649 | +2.1% | 0.45% | +8.8% |
| CVX | Buy | CHEVRON CORP NEW | $69,225 | +272.8% | 424,276 | +310.1% | 0.44% | +246.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $66,912 | +25.0% | 81,434 | +9.8% | 0.42% | +16.1% |
| UNP | Sell | UNION PAC CORP | $65,895 | -38.8% | 327,412 | -37.0% | 0.42% | -43.0% |
| BLK | Buy | BLACKROCK INC | $65,599 | -4.3% | 98,038 | +1.3% | 0.42% | -10.9% |
| FISV | Buy | FISERV INC | $64,505 | +16.4% | 570,688 | +4.1% | 0.41% | +8.2% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $63,494 | +9.8% | 767,479 | -1.0% | 0.40% | +2.0% |
| EOG | Buy | EOG RES INC | $61,475 | -10.8% | 536,290 | +0.8% | 0.39% | -17.0% |
| MKL | Buy | MARKEL CORP | $58,447 | -1.7% | 45,754 | +1.4% | 0.37% | -8.6% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $55,492 | -16.0% | 368,178 | -2.2% | 0.35% | -21.7% |
| PGR | Buy | PROGRESSIVE CORP | $54,316 | +12.1% | 379,672 | +1.6% | 0.34% | +4.2% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $54,021 | +9.8% | 171,457 | +0.6% | 0.34% | +2.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $53,758 | -39.6% | 1,026,308 | -4.0% | 0.34% | -43.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $53,287 | +24.1% | 636,035 | +4.0% | 0.34% | +15.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $53,059 | -16.1% | 765,537 | -12.9% | 0.34% | -22.0% |
| CRM | Sell | SALESFORCE INC | $51,333 | +45.6% | 256,948 | -3.4% | 0.33% | +35.3% |
| ANSS | Buy | ANSYS INC | $50,321 | +41.9% | 151,204 | +3.0% | 0.32% | +32.2% |
| FDX | Buy | FEDEX CORP | $49,211 | +38.6% | 215,373 | +5.1% | 0.31% | +29.3% |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $49,084 | +2.1% | 787,741 | -0.0% | 0.31% | -4.9% |
| MO | Buy | ALTRIA GROUP INC | $49,001 | +0.9% | 1,098,190 | +3.3% | 0.31% | -6.3% |
| ZTS | Buy | ZOETIS INCcl a | $48,825 | +14.6% | 293,350 | +0.9% | 0.31% | +6.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $47,523 | +38.5% | 17,917 | +5.2% | 0.30% | +29.1% |
| VMW | Buy | VMWARE INC | $46,700 | +3.6% | 374,046 | +1.8% | 0.30% | -3.6% |
| XBI | Sell | SPDR SER TRs&p biotech | $45,320 | -13.3% | 594,666 | -5.5% | 0.29% | -19.3% |
| DIS | Buy | DISNEY WALT CO | $44,569 | +42.8% | 445,116 | +23.9% | 0.28% | +32.9% |
| IEUR | Sell | ISHARES TRcore msci euro | $44,305 | -1.1% | 845,843 | -10.3% | 0.28% | -7.8% |
| AGCO | Buy | AGCO CORP | $42,924 | -2.1% | 317,484 | +0.4% | 0.27% | -9.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $42,167 | -3.8% | 261,127 | +2.0% | 0.27% | -10.4% |
| EA | Buy | ELECTRONIC ARTS INC | $41,753 | +0.5% | 346,644 | +2.0% | 0.26% | -6.7% |
| Sell | WARNER BROS DISCOVERY INC | $41,653 | +49.1% | 2,758,487 | -6.4% | 0.26% | +38.7% | |
| JNK | Sell | SPDR SER TRbloomberg high y | $39,807 | +3.0% | 428,866 | -0.1% | 0.25% | -4.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $39,326 | -9.0% | 85,527 | +1.6% | 0.25% | -15.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $38,440 | -7.2% | 277,869 | +0.4% | 0.24% | -13.8% |
| DECK | Sell | DECKERS OUTDOOR CORP | $37,872 | -2.6% | 84,243 | -13.5% | 0.24% | -9.4% |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $37,779 | +8.5% | 731,022 | +8.2% | 0.24% | +0.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $37,693 | +3.9% | 253,502 | +5.9% | 0.24% | -3.6% |
| IBB | Buy | ISHARES TRishares biotech | $37,257 | +0.5% | 288,459 | +2.2% | 0.24% | -6.3% |
| CNC | Sell | CENTENE CORP DEL | $36,421 | -40.4% | 576,191 | -22.7% | 0.23% | -44.6% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $35,680 | -20.2% | 3,185,686 | +0.4% | 0.23% | -25.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $35,643 | +45.4% | 115,434 | +45.4% | 0.23% | +35.3% |
| IAU | Buy | ISHARES GOLD TRishares new | $35,428 | +7825.7% | 948,032 | +7236.0% | 0.22% | +7400.0% |
| EFV | Buy | ISHARES TReafe value etf | $35,261 | +30.8% | 726,574 | +23.6% | 0.22% | +21.7% |
| DAR | Sell | DARLING INGREDIENTS INC | $35,043 | -7.2% | 600,043 | -0.5% | 0.22% | -13.6% |
| GILD | Buy | GILEAD SCIENCES INC | $33,055 | +4.8% | 398,398 | +8.5% | 0.21% | -2.3% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $31,097 | -14.0% | 1,675,501 | -0.1% | 0.20% | -19.8% |
| C | Sell | CITIGROUP INC | $29,656 | +3.3% | 632,451 | -0.3% | 0.19% | -4.1% |
| URTH | Buy | ISHARES INCmsci world etf | $27,122 | +20.1% | 230,490 | +11.5% | 0.17% | +11.7% |
| NEM | Buy | NEWMONT CORP | $26,378 | +6.8% | 538,112 | +2.8% | 0.17% | -0.6% |
| RSG | Buy | REPUBLIC SVCS INC | $26,259 | +25.6% | 194,197 | +19.9% | 0.17% | +16.8% |
| USB | Buy | US BANCORP DEL | $25,342 | -14.4% | 702,976 | +3.5% | 0.16% | -20.3% |
| Sell | SIGMA LITHIUM CORPORATION | $23,740 | -3.0% | 344,559 | -60.3% | 0.15% | -9.6% | |
| MRNA | Sell | MODERNA INC | $22,270 | -16.3% | 145,005 | -2.2% | 0.14% | -22.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $22,130 | +30.7% | 212,786 | +11.5% | 0.14% | +21.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $21,381 | +3.4% | 281,554 | -3.0% | 0.14% | -3.5% |
| CTVA | Buy | CORTEVA INC | $20,790 | +4.3% | 344,715 | +1.6% | 0.13% | -2.9% |
| New | LINDE PLC | $20,419 | – | 57,446 | +100.0% | 0.13% | – | |
| SNPS | Buy | SYNOPSYS INC | $20,489 | +88.3% | 53,047 | +55.7% | 0.13% | +75.7% |
| VEEV | Buy | VEEVA SYS INC | $19,991 | +16.5% | 108,771 | +2.3% | 0.13% | +8.5% |
| IQV | Buy | IQVIA HLDGS INC | $19,305 | +11.1% | 97,063 | +14.5% | 0.12% | +3.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $17,758 | +30.6% | 240,685 | +25.0% | 0.11% | +21.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $16,966 | +1.2% | 154,782 | -2.6% | 0.11% | -5.3% |
| CEMB | Buy | ISHARES INCjp mrg em crp bd | $17,048 | +239.0% | 391,362 | +232.8% | 0.11% | +217.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $17,001 | +21.5% | 69,834 | +9.9% | 0.11% | +12.5% |
| CBRE | Sell | CBRE GROUP INCcl a | $16,371 | -7.3% | 224,842 | -2.0% | 0.10% | -14.0% |
| SBUX | Sell | STARBUCKS CORP | $16,197 | +2.8% | 155,543 | -2.1% | 0.10% | -4.6% |
| CI | Buy | THE CIGNA GROUP | $15,743 | +70.6% | 61,610 | +121.2% | 0.10% | +58.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $15,633 | -4.1% | 668,660 | -6.8% | 0.10% | -10.8% |
| T | Buy | AT&T INC | $15,437 | +10.4% | 801,938 | +5.6% | 0.10% | +2.1% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $15,309 | +14.9% | 305,997 | +6.3% | 0.10% | +6.6% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $14,852 | +6.6% | 161,280 | -0.2% | 0.09% | -1.1% |
| FTNT | Buy | FORTINET INC | $14,308 | +41.3% | 215,287 | +3.9% | 0.09% | +31.9% |
| EEMA | Sell | ISHARES INCmsci em asia etf | $13,587 | +5.0% | 204,100 | -0.1% | 0.09% | -2.3% |
| LNG | Sell | CHENIERE ENERGY INC | $13,496 | +2.9% | 85,638 | -2.1% | 0.09% | -4.4% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,782 | -12.8% | 137,904 | -1.7% | 0.08% | -19.0% |
| BWA | Buy | BORGWARNER INC | $12,679 | +23.7% | 258,171 | +1.4% | 0.08% | +15.7% |
| SEE | Sell | SEALED AIR CORP NEW | $12,516 | -8.8% | 272,616 | -1.0% | 0.08% | -14.9% |
| WHR | Buy | WHIRLPOOL CORP | $12,362 | -5.5% | 93,636 | +1.2% | 0.08% | -11.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $12,077 | +4.2% | 72,510 | +3.6% | 0.08% | -2.5% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $12,071 | -37.8% | 159,780 | -39.4% | 0.08% | -42.1% |
| CF | Buy | CF INDS HLDGS INC | $11,952 | -14.7% | 164,883 | +0.3% | 0.08% | -20.8% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $11,755 | +83.5% | 173,203 | +75.2% | 0.08% | +70.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $11,686 | -22.4% | 128,188 | -27.8% | 0.07% | -28.2% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $11,448 | +67.0% | 133,751 | +49.4% | 0.07% | +55.3% |
| WMS | Buy | ADVANCED DRAIN SYS INC DEL | $11,357 | +3.2% | 134,865 | +0.4% | 0.07% | -4.0% |
| NOW | Sell | SERVICENOW INC | $11,331 | +18.0% | 24,382 | -1.4% | 0.07% | +9.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $11,237 | +143.1% | 114,654 | +60.7% | 0.07% | +121.9% |
| SYY | Buy | SYSCO CORP | $10,973 | +1.8% | 142,077 | +0.8% | 0.07% | -5.4% |
| LULU | Buy | LULULEMON ATHLETICA INC | $10,720 | +18.3% | 29,435 | +4.1% | 0.07% | +9.7% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $10,544 | -1.1% | 101,100 | -2.7% | 0.07% | -8.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,319 | -2.5% | 25,103 | -8.9% | 0.07% | -8.3% |
| TS | Sell | TENARIS S Asponsored ads | $10,410 | -22.7% | 366,294 | -4.4% | 0.07% | -28.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $10,250 | -23.8% | 121,448 | -29.3% | 0.06% | -29.3% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $9,883 | +0.7% | 280,438 | -0.1% | 0.06% | -6.0% |
| GDX | New | VANECK ETF TRUSTgold miners etf | $9,711 | – | 300,189 | +100.0% | 0.06% | – |
| TSN | Buy | TYSON FOODS INCcl a | $9,737 | -4.7% | 164,142 | +0.1% | 0.06% | -11.4% |
| ON | Buy | ON SEMICONDUCTOR CORP | $9,522 | +33.0% | 115,677 | +0.8% | 0.06% | +24.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $9,640 | -0.1% | 43,300 | +7.2% | 0.06% | -7.6% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $9,632 | +21.5% | 225,319 | +10.1% | 0.06% | +13.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $9,284 | -0.1% | 469,370 | +0.2% | 0.06% | -6.3% |
| EQIX | Buy | EQUINIX INC | $8,926 | +19.8% | 12,380 | +8.8% | 0.06% | +11.8% |
| EMR | Buy | EMERSON ELEC CO | $8,844 | +12.0% | 101,487 | +23.4% | 0.06% | +3.7% |
| APH | Sell | AMPHENOL CORP NEWcl a | $8,188 | +6.5% | 100,197 | -0.7% | 0.05% | -1.9% |
| YUMC | Buy | YUM CHINA HLDGS INC | $8,097 | +19.4% | 127,728 | +3.0% | 0.05% | +10.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $7,785 | +2.5% | 27,106 | +10.0% | 0.05% | -5.8% |
| FMC | Sell | FMC CORP | $7,408 | -2.8% | 60,658 | -0.6% | 0.05% | -9.6% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $7,097 | -64.5% | 120,923 | -67.0% | 0.04% | -66.9% |
| DE | Buy | DEERE & CO | $6,646 | +9.6% | 16,097 | +13.8% | 0.04% | +2.4% |
| IYR | Sell | ISHARES TRu.s. real es etf | $6,407 | +0.7% | 75,466 | -0.1% | 0.04% | -4.7% |
| CPRT | Buy | COPART INC | $6,479 | +3949.4% | 86,142 | +3185.4% | 0.04% | +4000.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $6,511 | +7.3% | 66,483 | +10.5% | 0.04% | 0.0% |
| FTV | Buy | FORTIVE CORP | $6,311 | +17.8% | 92,583 | +11.0% | 0.04% | +8.1% |
| HUM | Buy | HUMANA INC | $6,284 | +2.0% | 12,944 | +7.6% | 0.04% | -4.8% |
| REET | Buy | ISHARES TRglobal reit etf | $6,353 | +1.2% | 277,055 | +0.2% | 0.04% | -7.0% |
| PXD | Buy | PIONEER NAT RES CO | $6,245 | -9.5% | 30,578 | +1.3% | 0.04% | -14.9% |
| EWL | Sell | ISHARES INCmsci switzerland | $5,881 | +7.2% | 129,756 | -0.8% | 0.04% | 0.0% |
| EZU | Sell | ISHARES INCmsci eurzone etf | $5,889 | +4.1% | 130,639 | -8.8% | 0.04% | -5.1% |
| INTC | Sell | INTEL CORP | $5,901 | +12.5% | 180,612 | -9.0% | 0.04% | +2.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $5,859 | -49.8% | 38,604 | -52.0% | 0.04% | -53.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $5,565 | -3.0% | 143,107 | -1.8% | 0.04% | -10.3% |
| PANW | Sell | PALO ALTO NETWORKS INC | $5,517 | +33.3% | 27,623 | -6.9% | 0.04% | +25.0% |
| HRL | Buy | HORMEL FOODS CORP | $5,315 | -9.1% | 133,273 | +3.8% | 0.03% | -15.0% |
| ABBV | Buy | ABBVIE INC | $5,246 | +1.7% | 32,916 | +3.2% | 0.03% | -5.7% |
| UBER | Sell | UBER TECHNOLOGIES INC | $4,650 | +24.9% | 146,702 | -2.6% | 0.03% | +20.0% |
| TOL | Sell | TOLL BROTHERS INC | $4,557 | +12.6% | 75,910 | -6.3% | 0.03% | +3.6% |
| GLD | Buy | SPDR GOLD TR | $4,383 | +8.9% | 23,922 | +0.9% | 0.03% | +3.7% |
| RHI | Buy | ROBERT HALF INTL INC | $4,205 | +19.8% | 52,195 | +9.8% | 0.03% | +12.5% |
| BAC | Buy | BANK AMERICA CORP | $4,028 | -11.5% | 140,838 | +2.5% | 0.03% | -16.1% |
| VLUE | Sell | ISHARES TRmsci usa value | $4,126 | +0.2% | 44,567 | -1.4% | 0.03% | -7.1% |
| IEMG | New | ISHARES INCcore msci emkt | $4,076 | – | 83,535 | +100.0% | 0.03% | – |
| DXCM | Sell | DEXCOM INC | $3,889 | -6.3% | 33,473 | -8.7% | 0.02% | -10.7% |
| MMM | Buy | 3M CO | $4,012 | -1.4% | 38,165 | +12.5% | 0.02% | -10.7% |
| BWXT | Sell | BWX TECHNOLOGIES INC | $3,653 | +8.3% | 57,951 | -0.2% | 0.02% | 0.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $3,381 | +54.9% | 24,635 | +18.9% | 0.02% | +40.0% |
| MRVI | Sell | MARAVAI LIFESCIENCES HLDGS I | $3,071 | -3.5% | 219,180 | -1.4% | 0.02% | -9.1% |
| HYBB | ISHARES TRbb rat corp bd | $3,000 | +2.4% | 65,979 | 0.0% | 0.02% | -5.0% | |
| EWD | Buy | ISHARES INCmsci sweden etf | $2,851 | +191.2% | 80,092 | +164.4% | 0.02% | +157.1% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,604 | -79.1% | 30,177 | -79.6% | 0.02% | -80.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $2,623 | +36.3% | 310,435 | +3.5% | 0.02% | +30.8% |
| VRT | VERTIV HOLDINGS CO | $2,625 | +4.8% | 183,404 | 0.0% | 0.02% | 0.0% | |
| MSCI | Sell | MSCI INC | $2,484 | +8.0% | 4,438 | -10.2% | 0.02% | 0.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,317 | -6.8% | 27,903 | -7.4% | 0.02% | -11.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,356 | -80.4% | 9,419 | -81.0% | 0.02% | -81.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,393 | +33.0% | 14,506 | +19.1% | 0.02% | +25.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,182 | -2.4% | 55,308 | -6.2% | 0.01% | -6.7% |
| MTCH | Sell | MATCH GROUP INC NEW | $2,146 | -16.4% | 55,887 | -9.7% | 0.01% | -22.2% |
| NSC | Sell | NORFOLK SOUTHN CORP | $2,190 | -86.6% | 10,328 | -84.4% | 0.01% | -87.5% |
| BGRN | ISHARES TRusd grn bond etf | $2,260 | +2.4% | 48,000 | 0.0% | 0.01% | -6.7% | |
| CAT | Buy | CATERPILLAR INC | $2,009 | +249.4% | 8,779 | +265.5% | 0.01% | +225.0% |
| KHC | Buy | KRAFT HEINZ CO | $2,055 | +17.5% | 53,152 | +23.7% | 0.01% | +8.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,001 | +58.8% | 8,857 | +62.9% | 0.01% | +44.4% |
| AME | Sell | AMETEK INC | $2,068 | -12.4% | 14,233 | -15.7% | 0.01% | -18.8% |
| IGSB | ISHARES TR | $1,853 | +1.4% | 36,663 | 0.0% | 0.01% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,947 | +23.3% | 27,919 | +17.9% | 0.01% | +9.1% |
| SPLK | Sell | SPLUNK INC | $1,887 | +8.0% | 19,677 | -3.1% | 0.01% | 0.0% |
| ALB | Sell | ALBEMARLE CORP | $1,911 | +1.9% | 8,643 | -0.1% | 0.01% | -7.7% |
| HOLX | HOLOGIC INC | $1,816 | +7.9% | 22,500 | 0.0% | 0.01% | +9.1% | |
| BDX | Sell | BECTON DICKINSON & CO | $1,747 | -14.7% | 7,056 | -12.4% | 0.01% | -21.4% |
| ARCT | Buy | ARCTURUS THERAPEUTICS HLDGS | $1,680 | +49.3% | 70,070 | +5.6% | 0.01% | +37.5% |
| NFLX | Buy | NETFLIX INC | $1,714 | +44.5% | 4,961 | +23.3% | 0.01% | +37.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,692 | -7.4% | 20,428 | -2.3% | 0.01% | -8.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,677 | +23.9% | 12,792 | +33.1% | 0.01% | +22.2% |
| ACLS | Sell | AXCELIS TECHNOLOGIES INC | $1,507 | -0.5% | 11,307 | -40.7% | 0.01% | 0.0% |
| NET | Buy | CLOUDFLARE INC | $1,641 | +54.2% | 26,607 | +13.0% | 0.01% | +42.9% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,639 | +53.6% | 8,910 | +40.3% | 0.01% | +42.9% |
| Sell | STEVANATO GROUP S P A | $1,630 | +20.9% | 62,945 | -16.1% | 0.01% | +11.1% | |
| ABNB | Sell | AIRBNB INC | $1,598 | +35.2% | 12,846 | -7.1% | 0.01% | +25.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $1,421 | +19.8% | 9,213 | +11.4% | 0.01% | +12.5% |
| DOV | Buy | DOVER CORP | $1,488 | +33.1% | 9,792 | +18.6% | 0.01% | +12.5% |
| DDOG | Buy | DATADOG INC | $1,391 | -0.1% | 19,144 | +1.0% | 0.01% | -10.0% |
| PLD | Sell | PROLOGIS INC. | $1,411 | +7.7% | 11,309 | -2.7% | 0.01% | 0.0% |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $1,372 | +4.5% | 13,677 | 0.0% | 0.01% | 0.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $1,492 | +23.9% | 34,452 | +6.0% | 0.01% | +12.5% |
| IBND | Buy | SPDR SER TRbloomberg intl | $1,411 | +34.1% | 49,425 | +30.2% | 0.01% | +28.6% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $1,447 | +13.9% | 98,102 | -1.7% | 0.01% | 0.0% |
| ECL | Buy | ECOLAB INC | $1,425 | +15.4% | 8,607 | +1.4% | 0.01% | +12.5% |
| LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $1,487 | +49.4% | 15,572 | +1.6% | 0.01% | +28.6% |
| LEMB | Buy | ISHARES INCjp morgan em etf | $1,419 | +13.8% | 39,351 | +9.6% | 0.01% | 0.0% |
| SYK | Sell | STRYKER CORPORATION | $1,473 | -83.8% | 5,160 | -86.1% | 0.01% | -85.5% |
| IVLU | ISHARES TRmsci intl vlu ft | $1,461 | +7.0% | 58,936 | 0.0% | 0.01% | 0.0% | |
| TSLA | Sell | TESLA INC | $1,259 | -14.2% | 6,071 | -49.0% | 0.01% | -20.0% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $1,275 | +7.3% | 3,681 | -27.1% | 0.01% | 0.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,247 | +31.3% | 32,820 | +36.8% | 0.01% | +33.3% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $1,198 | -27.1% | 13,650 | -31.6% | 0.01% | -27.3% |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $1,268 | +16.0% | 28,240 | 0.0% | 0.01% | +14.3% | |
| TRMB | Buy | TRIMBLE INC | $1,279 | +107.3% | 24,400 | +100.0% | 0.01% | +100.0% |
| TREX | TREX CO INC | $1,295 | +15.0% | 26,600 | 0.0% | 0.01% | 0.0% | |
| TJX | Buy | TJX COS INC NEW | $1,329 | +19.3% | 16,963 | +21.2% | 0.01% | 0.0% |
| CFLT | Buy | CONFLUENT INC | $1,227 | +25.7% | 50,978 | +16.1% | 0.01% | +14.3% |
| New | GE HEALTHCARE TECHNOLOGIES I | $1,325 | – | 16,157 | +100.0% | 0.01% | – | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $1,210 | +49.9% | 3,621 | -5.3% | 0.01% | +33.3% |
| IGIB | ISHARES TR | $1,192 | +3.6% | 23,246 | 0.0% | 0.01% | 0.0% | |
| DD | Sell | DUPONT DE NEMOURS INC | $1,223 | -1.6% | 17,047 | -5.9% | 0.01% | 0.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $1,273 | -4.6% | 39,115 | -1.4% | 0.01% | -11.1% |
| LLY | Sell | LILLY ELI & CO | $1,227 | -25.2% | 3,573 | -20.4% | 0.01% | -27.3% |
| NVT | Buy | NVENT ELECTRIC PLC | $1,041 | +30.0% | 24,238 | +16.4% | 0.01% | +40.0% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,141 | +22.7% | 23,540 | +21.1% | 0.01% | +16.7% |
| ULTA | Sell | ULTA BEAUTY INC | $1,107 | -11.3% | 2,029 | -23.8% | 0.01% | -22.2% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,102 | -22.7% | 5,236 | -9.6% | 0.01% | -30.0% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $1,148 | +4.6% | 9,619 | -8.8% | 0.01% | -12.5% |
| MDB | Buy | MONGODB INCcl a | $1,023 | +110.9% | 4,390 | +78.1% | 0.01% | +133.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,173 | -19.2% | 5,742 | -16.2% | 0.01% | -30.0% |
| FLSW | FRANKLIN TEMPLETON ETF TRfrankln swzlnd | $1,097 | +7.4% | 35,120 | 0.0% | 0.01% | 0.0% | |
| SUSB | ISHARES TResg awre 1 5 yr | $1,059 | +1.2% | 44,000 | 0.0% | 0.01% | 0.0% | |
| SQ | Sell | BLOCK INCcl a | $1,038 | +9.3% | 15,117 | -0.1% | 0.01% | +16.7% |
| ZS | Buy | ZSCALER INC | $1,135 | +22.7% | 9,712 | +17.5% | 0.01% | +16.7% |
| AA | ALCOA CORP | $1,128 | -6.4% | 26,500 | 0.0% | 0.01% | -12.5% | |
| IEX | Sell | IDEX CORP | $1,165 | -1.0% | 5,041 | -2.2% | 0.01% | -12.5% |
| DOCN | Buy | DIGITALOCEAN HLDGS INC | $1,111 | +75.0% | 28,355 | +13.7% | 0.01% | +75.0% |
| HSY | Buy | HERSHEY CO | $1,123 | +112.3% | 4,414 | +93.3% | 0.01% | +75.0% |
| PINS | Sell | PINTEREST INCcl a | $1,176 | -8.5% | 43,114 | -18.5% | 0.01% | -22.2% |
| TSCO | Buy | TRACTOR SUPPLY CO | $999 | +12.9% | 4,252 | +8.1% | 0.01% | 0.0% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $894 | -3.5% | 2,285 | -31.2% | 0.01% | 0.0% |
| ETN | Sell | EATON CORP PLC | $985 | -9.7% | 5,750 | -17.3% | 0.01% | -14.3% |
| IGOV | Buy | ISHARES TRintl trea bd etf | $955 | +42.3% | 23,762 | +38.6% | 0.01% | +20.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $955 | +344.2% | 4,922 | +297.3% | 0.01% | +500.0% |
| XYL | Sell | XYLEM INC | $872 | -15.3% | 8,330 | -10.6% | 0.01% | -14.3% |
| SPT | Buy | SPROUT SOCIAL INC | $891 | +7.9% | 14,635 | +0.0% | 0.01% | 0.0% |
| Buy | SAMSARA INC | $982 | +70.5% | 49,816 | +7.6% | 0.01% | +50.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $931 | -0.6% | 2 | 0.0% | 0.01% | 0.0% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $901 | -12.1% | 22,290 | -15.2% | 0.01% | -14.3% |
| EWU | Sell | ISHARES TRmsci uk etf new | $992 | +2.1% | 30,751 | -3.0% | 0.01% | -14.3% |
| MCO | Sell | MOODYS CORP | $975 | -47.4% | 3,186 | -52.1% | 0.01% | -53.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $947 | -0.9% | 11,884 | +15.4% | 0.01% | -14.3% |
| PWR | Sell | QUANTA SVCS INC | $871 | -18.8% | 5,225 | -30.7% | 0.01% | -14.3% |
| TTEK | Sell | TETRA TECH INC NEW | $808 | -49.9% | 5,500 | -50.5% | 0.01% | -54.5% |
| UPST | Buy | UPSTART HLDGS INC | $776 | +25.2% | 48,845 | +4.2% | 0.01% | +25.0% |
| VCYT | Buy | VERACYTE INC | $845 | +1.4% | 37,881 | +7.9% | 0.01% | -16.7% |
| VIR | Buy | VIR BIOTECHNOLOGY INC | $853 | -1.2% | 36,646 | +7.5% | 0.01% | -16.7% |
| Sell | CONSTELLATION ENERGY CORP | $748 | -43.5% | 9,527 | -38.0% | 0.01% | -44.4% | |
| COST | Sell | COSTCO WHSL CORP NEW | $810 | -5.6% | 1,630 | -13.3% | 0.01% | -16.7% |
| CMI | Buy | CUMMINS INC | $836 | +162.9% | 3,498 | +166.6% | 0.01% | +150.0% |
| Sell | ASPEN TECHNOLOGY INC | $780 | +1.3% | 3,407 | -9.2% | 0.01% | 0.0% | |
| ENTG | Sell | ENTEGRIS INC | $747 | -5.3% | 9,103 | -24.3% | 0.01% | 0.0% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $773 | -87.7% | 9,872 | -86.7% | 0.01% | -88.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $739 | +130.2% | 2,260 | +142.0% | 0.01% | +150.0% |
| Buy | HASHICORP INC | $780 | +43.9% | 26,620 | +34.3% | 0.01% | +25.0% | |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $753 | +2.7% | 39,239 | -0.0% | 0.01% | 0.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $715 | -63.5% | 7,175 | -64.4% | 0.01% | -61.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $802 | -35.6% | 11,210 | -40.9% | 0.01% | -44.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $719 | -1.4% | 2,942 | -13.6% | 0.01% | 0.0% |
| Sell | ATLASSIAN CORPORATIONcl a | $722 | +4.2% | 4,218 | -21.7% | 0.01% | 0.0% | |
| JNPR | Buy | JUNIPER NETWORKS INC | $823 | +24.3% | 23,903 | +15.4% | 0.01% | 0.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $807 | -0.9% | 13,367 | -18.0% | 0.01% | -16.7% |
| MS | Sell | MORGAN STANLEY | $790 | +1.3% | 8,999 | -1.9% | 0.01% | 0.0% |
| PAYX | Sell | PAYCHEX INC | $711 | -15.6% | 6,208 | -14.8% | 0.01% | -16.7% |
| HSIC | Sell | HENRY SCHEIN INC | $818 | +1.7% | 10,033 | -0.4% | 0.01% | 0.0% |
| S | Buy | SENTINELONE INCcl a | $833 | +36.3% | 50,893 | +21.6% | 0.01% | +25.0% |
| SWAV | Buy | SHOCKWAVE MED INC | $820 | +11.6% | 3,781 | +5.8% | 0.01% | 0.0% |
| SILK | Buy | SILK RD MED INC | $849 | -18.7% | 21,702 | +9.9% | 0.01% | -28.6% |
| COIN | Sell | COINBASE GLOBAL INC | $651 | +73.1% | 9,630 | -9.4% | 0.00% | +33.3% |
| SNAP | Sell | SNAP INCcl a | $692 | -24.0% | 61,726 | -39.3% | 0.00% | -33.3% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $689 | -13.6% | 11,305 | -18.9% | 0.00% | -20.0% |
| BNGO | Buy | BIONANO GENOMICS INC | $684 | -15.7% | 616,069 | +10.9% | 0.00% | -33.3% |
| AOS | SMITH A O CORP | $574 | +20.8% | 8,300 | 0.0% | 0.00% | +33.3% | |
| O | Buy | REALTY INCOME CORP | $554 | +53.5% | 8,752 | +53.8% | 0.00% | +100.0% |
| TER | Buy | TERADYNE INC | $595 | +85.9% | 5,537 | +51.1% | 0.00% | +100.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $686 | -16.3% | 5,300 | -12.2% | 0.00% | -33.3% |
| Buy | TOAST INCcl a | $649 | -0.5% | 36,547 | +1.0% | 0.00% | 0.0% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $707 | +230.4% | 3,966 | +223.5% | 0.00% | +300.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $660 | +325.8% | 4,373 | +251.5% | 0.00% | +300.0% |
| GM | Buy | GENERAL MTRS CO | $652 | +1937.5% | 17,784 | +1791.9% | 0.00% | – |
| GTLS | Sell | CHART INDS INC | $605 | -39.6% | 4,828 | -44.4% | 0.00% | -42.9% |
| ELAN | Sell | ELANCO ANIMAL HEALTH INC | $605 | -83.8% | 64,393 | -78.9% | 0.00% | -84.0% |
| MELI | Buy | MERCADOLIBRE INC | $606 | +320.8% | 460 | +170.6% | 0.00% | +300.0% |
| PPL | Sell | PPL CORP | $667 | -14.5% | 24,016 | -10.0% | 0.00% | -20.0% |
| Buy | GENERAL ELECTRIC CO | $560 | +91.1% | 5,858 | +67.2% | 0.00% | +100.0% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $702 | -29.6% | 7,223 | -25.1% | 0.00% | -42.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $634 | +8.2% | 5,111 | -0.7% | 0.00% | 0.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $637 | -6.0% | 8,331 | -7.4% | 0.00% | -20.0% |
| CPB | CAMPBELL SOUP CO | $682 | -3.1% | 12,400 | 0.0% | 0.00% | -20.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $617 | +2.7% | 8,360 | 0.0% | 0.00% | 0.0% | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $607 | -4.0% | 4,142 | -0.1% | 0.00% | 0.0% |
| IRDM | Sell | IRIDIUM COMMUNICATIONS INC | $676 | +14.8% | 10,917 | -4.7% | 0.00% | 0.0% |
| TNDM | Buy | TANDEM DIABETES CARE INC | $609 | -2.6% | 14,997 | +7.9% | 0.00% | 0.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $639 | +140.2% | 6,250 | +107.0% | 0.00% | +100.0% |
| SLB | Sell | SCHLUMBERGER LTD | $526 | -17.4% | 10,708 | -10.1% | 0.00% | -25.0% |
| BX | Buy | BLACKSTONE INC | $439 | +97.7% | 5,000 | +67.1% | 0.00% | +50.0% |
| GIS | Buy | GENERAL MLS INC | $455 | +40.4% | 5,324 | +37.7% | 0.00% | +50.0% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $482 | -2.0% | 2,518 | -3.4% | 0.00% | 0.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $461 | -1.9% | 6,238 | -10.2% | 0.00% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $404 | +26.2% | 3,126 | +24.5% | 0.00% | +50.0% |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $537 | -21.3% | 3,899 | -25.9% | 0.00% | -40.0% |
| ARKK | ARK ETF TRinnovation etf | $502 | +29.0% | 12,440 | 0.0% | 0.00% | 0.0% | |
| TPR | New | TAPESTRY INC | $482 | – | 11,176 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $473 | – | 11,559 | +100.0% | 0.00% | – |
| AVB | Sell | AVALONBAY CMNTYS INC | $418 | +1.0% | 2,489 | -2.8% | 0.00% | 0.0% |
| BFB | Buy | BROWN FORMAN CORPcl b | $497 | +56.8% | 7,729 | +60.4% | 0.00% | +50.0% |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $401 | +0.5% | 3,823 | +7.2% | 0.00% | 0.0% |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $550 | +2.8% | 11,200 | 0.0% | 0.00% | -25.0% | |
| U | Buy | UNITY SOFTWARE INC | $515 | +20.0% | 15,861 | +5.7% | 0.00% | 0.0% |
| EUFN | New | ISHARES TRmsci euro fl etf | $406 | – | 21,732 | +100.0% | 0.00% | – |
| OXY | Sell | OCCIDENTAL PETE CORP | $452 | -4.4% | 7,246 | -3.5% | 0.00% | 0.0% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $412 | +24.8% | 11,051 | +16.9% | 0.00% | +50.0% |
| IFRA | Sell | ISHARES TRus infrastruc | $405 | +1.0% | 10,850 | -1.8% | 0.00% | 0.0% |
| WTRG | ESSENTIAL UTILS INC | $467 | -8.6% | 10,700 | 0.0% | 0.00% | 0.0% | |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $409 | -1.4% | 6,818 | -3.2% | 0.00% | 0.0% |
| K | Buy | KELLOGG CO | $520 | +116.7% | 7,760 | +130.0% | 0.00% | +50.0% |
| PCAR | Buy | PACCAR INC | $532 | +42.2% | 7,264 | +92.1% | 0.00% | 0.0% |
| EWQ | New | ISHARES INCmsci france etf | $525 | – | 13,893 | +100.0% | 0.00% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $425 | +38.9% | 1,266 | +20.5% | 0.00% | +50.0% |
| DOCU | Buy | DOCUSIGN INC | $540 | +16.1% | 9,267 | +10.4% | 0.00% | 0.0% |
| GHYG | ISHARES INCus intl hgh yld | $480 | +3.4% | 11,220 | 0.0% | 0.00% | 0.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $496 | +3.3% | 4,396 | -0.2% | 0.00% | 0.0% |
| DRI | Sell | DARDEN RESTAURANTS INC | $492 | -20.8% | 3,172 | -29.3% | 0.00% | -25.0% |
| PSTG | New | PURE STORAGE INCcl a | $495 | – | 19,385 | +100.0% | 0.00% | – |
| QRVO | Sell | QORVO INC | $513 | -91.1% | 5,055 | -92.1% | 0.00% | -92.3% |
| BK | Sell | BANK NEW YORK MELLON CORP | $499 | -0.4% | 10,989 | -0.2% | 0.00% | 0.0% |
| TMUS | Buy | T-MOBILE US INC | $416 | +83.3% | 2,873 | +77.0% | 0.00% | +50.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $307 | -35.1% | 3,741 | -35.8% | 0.00% | -33.3% |
| SYNA | Buy | SYNAPTICS INC | $381 | +24.5% | 3,429 | +6.5% | 0.00% | 0.0% |
| PNR | New | PENTAIR PLC | $321 | – | 5,808 | +100.0% | 0.00% | – |
| SYF | Sell | SYNCHRONY FINANCIAL | $304 | -11.9% | 10,443 | -0.5% | 0.00% | 0.0% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $290 | -52.9% | 1,100 | -63.8% | 0.00% | -50.0% |
| Sell | GITLAB INC | $325 | -37.9% | 9,465 | -17.8% | 0.00% | -50.0% | |
| NUE | Buy | NUCOR CORP | $251 | +112.7% | 1,622 | +81.8% | 0.00% | +100.0% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $386 | +90.1% | 3,505 | +79.7% | 0.00% | +100.0% |
| CAH | Sell | CARDINAL HEALTH INC | $390 | -38.8% | 5,160 | -37.7% | 0.00% | -50.0% |
| MCHI | ISHARES TRmsci china etf | $237 | +4.9% | 4,753 | 0.0% | 0.00% | 0.0% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $384 | -44.0% | 7,625 | -44.0% | 0.00% | -60.0% |
| UAE | Sell | ISHARES TRmsci uae etf | $280 | -68.4% | 19,778 | -66.6% | 0.00% | -66.7% |
| QAT | Sell | ISHARES TRmsci qatar etf | $262 | -66.8% | 14,424 | -66.5% | 0.00% | -60.0% |
| ANET | Buy | ARISTA NETWORKS INC | $297 | +151.7% | 1,769 | +81.6% | 0.00% | +100.0% |
| PATH | Buy | UIPATH INCcl a | $331 | +259.8% | 18,830 | +158.8% | 0.00% | +100.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $261 | +69.5% | 3,748 | +85.1% | 0.00% | +100.0% |
| MET | Sell | METLIFE INC | $239 | -27.8% | 4,123 | -9.8% | 0.00% | 0.0% |
| GNRC | Sell | GENERAC HLDGS INC | $238 | -5.2% | 2,202 | -11.8% | 0.00% | 0.0% |
| OMC | New | OMNICOM GROUP INC | $277 | – | 2,941 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $365 | +178.6% | 10,440 | +161.0% | 0.00% | +100.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $346 | +170.3% | 8,600 | +170.4% | 0.00% | +100.0% |
| BIIB | Sell | BIOGEN INC | $327 | -45.7% | 1,177 | -45.9% | 0.00% | -50.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $255 | +67.8% | 1,803 | +85.5% | 0.00% | +100.0% |
| RMD | Sell | RESMED INC | $374 | -16.3% | 1,710 | -20.4% | 0.00% | -33.3% |
| AMP | Buy | AMERIPRISE FINL INC | $317 | +47.4% | 1,034 | +49.6% | 0.00% | +100.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $266 | +11.3% | 15,198 | +15.1% | 0.00% | 0.0% |
| NXPI | New | NXP SEMICONDUCTORS N V | $284 | – | 1,524 | +100.0% | 0.00% | – |
| GPC | Buy | GENUINE PARTS CO | $297 | +53.9% | 1,776 | +59.9% | 0.00% | +100.0% |
| INCY | Buy | INCYTE CORP | $332 | +30.7% | 4,595 | +45.3% | 0.00% | 0.0% |
| BA | Buy | BOEING CO | $259 | +15.1% | 1,220 | +3.4% | 0.00% | 0.0% |
| GWW | Buy | GRAINGER W W INC | $267 | +126.3% | 388 | +83.0% | 0.00% | +100.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $320 | +53.8% | 8,428 | +41.6% | 0.00% | +100.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $386 | -30.1% | 226 | -43.2% | 0.00% | -50.0% |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $246 | – | 5,150 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $336 | – | 29,250 | +100.0% | 0.00% | – |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $269 | +1.1% | 7,200 | 0.0% | 0.00% | 0.0% | |
| MWA | MUELLER WTR PRODS INC | $265 | +29.9% | 19,000 | 0.0% | 0.00% | +100.0% | |
| WELL | Buy | WELLTOWER INC | $336 | +130.1% | 4,681 | +109.6% | 0.00% | +100.0% |
| WY | New | WEYERHAEUSER CO MTN BE | $385 | – | 12,772 | +100.0% | 0.00% | – |
| WFC | Buy | WELLS FARGO CO NEW | $382 | +470.1% | 10,216 | +530.6% | 0.00% | – |
| WTS | WATTS WATER TECHNOLOGIES INCcl a | $337 | +15.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| SLAB | New | SILICON LABORATORIES INC | $262 | – | 1,499 | +100.0% | 0.00% | – |
| DT | Sell | DYNATRACE INC | $250 | -36.2% | 5,900 | -42.4% | 0.00% | -33.3% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $367 | -9.6% | 3,281 | -5.2% | 0.00% | -33.3% |
| SGEN | Sell | SEAGEN INC | $278 | +31.8% | 1,375 | -16.3% | 0.00% | +100.0% |
| NTRA | Buy | NATERA INC | $272 | +724.2% | 4,899 | +502.6% | 0.00% | – |
| ALL | Sell | ALLSTATE CORP | $296 | -42.1% | 2,673 | -29.1% | 0.00% | -33.3% |
| NEO | New | NEOGENOMICS INC | $239 | – | 13,719 | +100.0% | 0.00% | – |
| WAB | Sell | WABTEC | $239 | -29.7% | 2,366 | -30.6% | 0.00% | 0.0% |
| ICF | Sell | ISHARES TRcohen steer reit | $375 | -1.8% | 6,835 | -2.0% | 0.00% | -33.3% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $260 | -11.6% | 4,807 | +66.0% | 0.00% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $363 | -16.2% | 3,731 | -12.7% | 0.00% | -33.3% |
| VUG | VANGUARD INDEX FDSgrowth etf | $243 | +16.8% | 975 | 0.0% | 0.00% | +100.0% | |
| CVS | Sell | CVS HEALTH CORP | $266 | -42.4% | 3,581 | -27.7% | 0.00% | -33.3% |
| FAST | Sell | FASTENAL CO | $270 | -66.2% | 5,000 | -70.3% | 0.00% | -60.0% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $381 | -14.6% | 3,036 | -0.8% | 0.00% | -33.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $249 | +45.6% | 749 | +45.4% | 0.00% | +100.0% |
| IHI | ISHARES TRu.s. med dvc etf | $106 | +2.9% | 1,960 | 0.0% | 0.00% | 0.0% | |
| IBDR | New | ISHARES TRibonds dec2026 | $108 | – | 4,545 | +100.0% | 0.00% | – |
| ITRI | ITRON INC | $189 | +9.9% | 3,400 | 0.0% | 0.00% | 0.0% | |
| ILF | ISHARES TRlatn amer 40 etf | $159 | +4.6% | 6,660 | 0.0% | 0.00% | 0.0% | |
| IXN | Buy | ISHARES TRglobal tech etf | $163 | +21.6% | 3,000 | +0.0% | 0.00% | 0.0% |
| EWY | Sell | ISHARES INCmsci sth kor etf | $129 | +5.7% | 2,111 | -2.0% | 0.00% | 0.0% |
| KWEB | KRANESHARES TRcsi chi internet | $187 | +3.3% | 6,000 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $178 | 0.0% | 1,584 | 0.0% | 0.00% | 0.0% | |
| CQQQ | Sell | INVESCO EXCH TRADED FD TR IIchina technlgy | $108 | -29.9% | 2,321 | -34.7% | 0.00% | 0.0% |
| LEN | Buy | LENNAR CORPcl a | $130 | +49.4% | 1,241 | +28.3% | 0.00% | 0.0% |
| IP | New | INTERNATIONAL PAPER CO | $195 | – | 5,421 | +100.0% | 0.00% | – |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $111 | -72.2% | 1,205 | -68.5% | 0.00% | -66.7% |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $123 | -30.1% | 4,246 | -28.9% | 0.00% | 0.0% |
| MAIN | New | MAIN STR CAP CORP | $213 | – | 5,395 | +100.0% | 0.00% | – |
| MPC | Sell | MARATHON PETE CORP | $203 | -15.8% | 1,505 | -27.2% | 0.00% | -50.0% |
| Buy | INSTRUCTURE HLDGS INC | $209 | +27.4% | 8,081 | +15.6% | 0.00% | 0.0% | |
| ILMN | Sell | ILLUMINA INC | $156 | -18.3% | 669 | -29.2% | 0.00% | 0.0% |
| HII | New | HUNTINGTON INGALLS INDS INC | $155 | – | 750 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP | $99 | – | 780 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $146 | +30.4% | 9,191 | +31.2% | 0.00% | 0.0% |
| HAL | Sell | HALLIBURTON CO | $155 | -20.1% | 4,908 | -0.6% | 0.00% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $184 | +1944.4% | 2,216 | +1951.9% | 0.00% | – |
| LIT | GLOBAL X FDSlithium btry etf | $116 | +8.4% | 1,828 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $85 | +19.7% | 3,585 | 0.0% | 0.00% | – | |
| GNTX | New | GENTEX CORP | $98 | – | 3,511 | +100.0% | 0.00% | – |
| BEN | Sell | FRANKLIN RESOURCES INC | $143 | +2.1% | 5,295 | -0.2% | 0.00% | 0.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $108 | +129.8% | 1,984 | +185.5% | 0.00% | – |
| FSK | New | FS KKR CAP CORP | $168 | – | 9,064 | +100.0% | 0.00% | – |
| New | OAKTREE SPECIALTY LENDING CO | $162 | – | 8,629 | +100.0% | 0.00% | – | |
| EXPE | Sell | EXPEDIA GROUP INC | $85 | -5.6% | 880 | -14.6% | 0.00% | 0.0% |
| AQUA | EVOQUA WATER TECHNOLOGIES CO | $157 | +25.6% | 3,150 | 0.0% | 0.00% | 0.0% | |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $157 | – | 12,418 | +100.0% | 0.00% | – |
| PNC | PNC FINL SVCS GROUP INC | $192 | -19.7% | 1,512 | 0.0% | 0.00% | -50.0% | |
| PPG | New | PPG INDS INC | $103 | – | 771 | +100.0% | 0.00% | – |
| PD | New | PAGERDUTY INC | $170 | – | 4,851 | +100.0% | 0.00% | – |
| AEIS | Sell | ADVANCED ENERGY INDS | $109 | +10.1% | 1,110 | -4.0% | 0.00% | 0.0% |
| TGT | Sell | TARGET CORP | $87 | +8.8% | 526 | -2.0% | 0.00% | 0.0% |
| DOW | Buy | DOW INC | $205 | +97.1% | 3,742 | +80.6% | 0.00% | 0.0% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $157 | -2.5% | 1,164 | -1.0% | 0.00% | 0.0% |
| PLUG | Buy | PLUG POWER INC | $154 | +71.1% | 13,143 | +81.0% | 0.00% | 0.0% |
| PRU | New | PRUDENTIAL FINL INC | $166 | – | 2,005 | +100.0% | 0.00% | – |
| PSA | PUBLIC STORAGE | $106 | +8.2% | 350 | 0.0% | 0.00% | 0.0% | |
| PHM | Sell | PULTE GROUP INC | $232 | +26.8% | 3,980 | -1.0% | 0.00% | 0.0% |
| DHI | Buy | D R HORTON INC | $207 | +13.1% | 2,120 | +3.4% | 0.00% | 0.0% |
| CCI | CROWN CASTLE INC | $99 | -1.0% | 736 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $94 | +10.6% | 2,658 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $173 | +17.7% | 1,226 | 0.0% | 0.00% | 0.0% | |
| REG | REGENCY CTRS CORP | $91 | -2.2% | 1,485 | 0.0% | 0.00% | 0.0% | |
| AES | New | AES CORP | $192 | – | 7,992 | +100.0% | 0.00% | – |
| RGNX | Sell | REGENXBIO INC | $171 | -28.5% | 9,046 | -14.0% | 0.00% | -50.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $102 | +3300.0% | 1,360 | +3138.1% | 0.00% | – |
| BNTX | Sell | BIONTECH SEsponsored ads | $140 | -36.9% | 1,123 | -23.9% | 0.00% | -50.0% |
| CWEN | New | CLEARWAY ENERGY INCcl c | $110 | – | 3,497 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $225 | – | 2,119 | +100.0% | 0.00% | – |
| CE | Sell | CELANESE CORP DEL | $86 | +2.4% | 791 | -3.5% | 0.00% | 0.0% |
| CG | New | CARLYLE GROUP INC | $233 | – | 7,500 | +100.0% | 0.00% | – |
| FROG | Sell | JFROG LTD | $227 | -42.8% | 11,519 | -38.2% | 0.00% | -66.7% |
| ZURN ELKAY WATER SOLNS CORP | $117 | +0.9% | 5,500 | 0.0% | 0.00% | 0.0% | ||
| YUM | New | YUM BRANDS INC | $132 | – | 999 | +100.0% | 0.00% | – |
| TRV | Sell | TRAVELERS COMPANIES INC | $234 | -89.2% | 1,366 | -88.2% | 0.00% | -93.3% |
| WDAY | New | WORKDAY INCcl a | $190 | – | 920 | +100.0% | 0.00% | – |
| Buy | WOLFSPEED INC | $91 | -6.2% | 1,400 | +0.1% | 0.00% | 0.0% | |
| WDC | New | WESTERN DIGITAL CORP. | $90 | – | 2,398 | +100.0% | 0.00% | – |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $210 | -12.1% | 6,528 | -6.6% | 0.00% | -50.0% |
| SJM | Sell | SMUCKER J M CO | $132 | -49.6% | 836 | -49.5% | 0.00% | -50.0% |
| WAT | WATERS CORP | $116 | -9.4% | 375 | 0.0% | 0.00% | 0.0% | |
| VICI | VICI PPTYS INC | $98 | +1.0% | 3,005 | 0.0% | 0.00% | 0.0% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $85 | +1.2% | 450 | -2.2% | 0.00% | 0.0% |
| CSX | Buy | CSX CORP | $114 | +21.3% | 3,806 | +25.8% | 0.00% | 0.0% |
| STT | New | STATE STR CORP | $100 | – | 1,325 | +100.0% | 0.00% | – |
| SUI | SUN CMNTYS INC | $80 | -1.2% | 566 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES TRcore msci total | $190 | +6.7% | 3,074 | 0.0% | 0.00% | 0.0% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $128 | -98.9% | 920 | -98.9% | 0.00% | -98.8% |
| IYH | ISHARES TRus hlthcare etf | $216 | -3.6% | 790 | 0.0% | 0.00% | -50.0% | |
| VTRS | Buy | VIATRIS INC | $4 | +33.3% | 398 | +45.3% | 0.00% | – |
| ARKG | ARK ETF TRgenomic rev etf | $7 | +16.7% | 220 | 0.0% | 0.00% | – | |
| ARKF | ARK ETF TRfintech innova | $7 | +40.0% | 360 | 0.0% | 0.00% | – | |
| AMED | Sell | AMEDISYS INC | $24 | -74.2% | 327 | -70.5% | 0.00% | -100.0% |
| BAX | BAXTER INTL INC | $11 | -15.4% | 260 | 0.0% | 0.00% | – | |
| CLF | CLEVELAND-CLIFFS INC NEW | $73 | +14.1% | 4,000 | 0.0% | 0.00% | – | |
| ED | Sell | CONSOLIDATED EDISON INC | $26 | 0.0% | 270 | -1.5% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $5 | – | 188 | +100.0% | 0.00% | – |
| DNMR | DANIMER SCIENTIFIC INC | $9 | +125.0% | 2,500 | 0.0% | 0.00% | – | |
| DLR | DIGITAL RLTY TR INC | $29 | -3.3% | 300 | 0.0% | 0.00% | – | |
| APPS | Buy | DIGITAL TURBINE INC | $17 | +21.4% | 1,357 | +43.4% | 0.00% | – |
| DPZ | DOMINOS PIZZA INC | $20 | -4.8% | 60 | 0.0% | 0.00% | – | |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $17 | – | 410 | +100.0% | 0.00% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $21 | – | 460 | +100.0% | 0.00% | – |
| EPAM | EPAM SYS INC | $70 | -9.1% | 235 | 0.0% | 0.00% | -100.0% | |
| ESS | ESSEX PPTY TR INC | $63 | -1.6% | 303 | 0.0% | 0.00% | – | |
| ETSY | Buy | ETSY INC | $18 | 0.0% | 164 | +8.6% | 0.00% | – |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $10 | +11.1% | 190 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $43 | +10.3% | 266 | 0.0% | 0.00% | – | |
| FSLY | Sell | FASTLY INCcl a | $7 | -36.4% | 400 | -68.8% | 0.00% | – |
| FATE | FATE THERAPEUTICS INC | $2 | -33.3% | 280 | 0.0% | 0.00% | – | |
| FSR | Sell | FISKER INC | $17 | -43.3% | 2,794 | -32.2% | 0.00% | – |
| FLR | FLUOR CORP NEW | $34 | -10.5% | 1,100 | 0.0% | 0.00% | – | |
| FULC | FULCRUM THERAPEUTICS INC | $24 | -61.3% | 8,500 | 0.0% | 0.00% | – | |
| GPN | Sell | GLOBAL PMTS INC | $32 | -30.4% | 300 | -35.5% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $36 | – | 1,285 | +100.0% | 0.00% | – |
| FINX | GLOBAL X FDSfintech etf | $44 | +10.0% | 2,100 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $15 | -16.7% | 700 | 0.0% | 0.00% | – | |
| INGR | INGREDION INC | $37 | +5.7% | 360 | 0.0% | 0.00% | – | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $29 | – | 200 | +100.0% | 0.00% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $19 | – | 750 | +100.0% | 0.00% | – |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $2 | 0.0% | 120 | 0.0% | 0.00% | – | |
| INVH | INVITATION HOMES INC | $75 | +5.6% | 2,410 | 0.0% | 0.00% | – | |
| TUR | ISHARES INCmsci turkey etf | $14 | -12.5% | 436 | 0.0% | 0.00% | – | |
| EWG | ISHARES INCmsci germany etf | $8 | +14.3% | 295 | 0.0% | 0.00% | – | |
| IXC | Sell | ISHARES TRglobal energ etf | $38 | -91.7% | 1,000 | -91.4% | 0.00% | -100.0% |
| SOXX | New | ISHARES TRishares semicdtr | $32 | – | 72 | +100.0% | 0.00% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $28 | – | 184 | +100.0% | 0.00% | – |
| IEV | ISHARES TReurope etf | $33 | +10.0% | 669 | 0.0% | 0.00% | – | |
| USRT | ISHARES TRcre u s reit etf | $24 | 0.0% | 482 | 0.0% | 0.00% | – | |
| KXI | Sell | ISHARES TRglb cnsm stp etf | $69 | -42.0% | 1,112 | -44.6% | 0.00% | -100.0% |
| INDA | ISHARES TRmsci india etf | $10 | 0.0% | 250 | 0.0% | 0.00% | – | |
| EWT | Sell | ISHARES INCmsci taiwan etf | $27 | +12.5% | 600 | -1.2% | 0.00% | – |
| EWJV | ISHARES TRmsci jp value | $78 | +5.4% | 3,026 | 0.0% | 0.00% | -100.0% | |
| Sell | JACKSON FINANCIAL INC | $2 | 0.0% | 64 | -1.5% | 0.00% | – | |
| JD | New | JD.COM INCspon adr cl a | $28 | – | 630 | +100.0% | 0.00% | – |
| KR | KROGER CO | $78 | +11.4% | 1,580 | 0.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $10 | – | 659 | +100.0% | 0.00% | – | |
| LNN | LINDSAY CORP | $65 | -7.1% | 430 | 0.0% | 0.00% | – | |
| LTHM | New | LIVENT CORP | $13 | – | 602 | +100.0% | 0.00% | – |
| LYFT | Buy | LYFT INC | $23 | +43.8% | 2,449 | +66.0% | 0.00% | – |
| MYRG | Sell | MYR GROUP INC DEL | $60 | +30.4% | 479 | -3.8% | 0.00% | – |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $29 | -82.9% | 173 | -84.8% | 0.00% | -100.0% |
| MPW | MEDICAL PPTYS TRUST INC | $38 | -25.5% | 4,590 | 0.0% | 0.00% | – | |
| MNOV | MEDICINOVA INC | $41 | +5.1% | 19,000 | 0.0% | 0.00% | – | |
| MTD | METTLER TOLEDO INTERNATIONAL | $46 | +7.0% | 30 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $77 | -3.8% | 510 | 0.0% | 0.00% | -100.0% | |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $53 | -22.1% | 1,434 | -4.0% | 0.00% | – |
| OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $47 | 0.0% | 1,151 | +1.2% | 0.00% | – |
| OKTA | OKTA INCcl a | $17 | +21.4% | 200 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO | $24 | -22.6% | 1,006 | -8.6% | 0.00% | – |
| PTON | PELOTON INTERACTIVE INC | $3 | +50.0% | 300 | 0.0% | 0.00% | – | |
| Sell | RIVIAN AUTOMOTIVE INC | $13 | -95.4% | 850 | -94.4% | 0.00% | -100.0% | |
| RBLX | Buy | ROBLOX CORPcl a | $22 | +69.2% | 497 | +10.0% | 0.00% | – |
| ROKU | Sell | ROKU INC | $9 | -80.4% | 130 | -88.5% | 0.00% | – |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $31 | -8.8% | 120 | 0.0% | 0.00% | – | |
| SL GREEN RLTY CORP | $13 | -31.6% | 550 | 0.0% | 0.00% | – | ||
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $48 | -49.5% | 600 | -51.2% | 0.00% | -100.0% |
| SHOP | Buy | SHOPIFY INCcl a | $77 | +1183.3% | 1,599 | +899.4% | 0.00% | – |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $5 | -90.0% | 753 | -93.0% | 0.00% | – |
| Buy | SONDER HOLDINGS INC | $10 | 0.0% | 12,872 | +160800.0% | 0.00% | – | |
| TDOC | Sell | TELADOC HEALTH INC | $26 | -74.0% | 1,019 | -75.9% | 0.00% | -100.0% |
| DDD | 3-D SYS CORP DEL | $9 | +50.0% | 850 | 0.0% | 0.00% | – | |
| TLRY | Sell | TILRAY BRANDS INC | $25 | -7.4% | 9,918 | -0.0% | 0.00% | – |
| TWLO | TWILIO INCcl a | $50 | +35.1% | 750 | 0.0% | 0.00% | – | |
| UNFI | Buy | UNITED NAT FOODS INC | $26 | -33.3% | 1,001 | +0.3% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $36 | +9.1% | 261 | 0.0% | 0.00% | – | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $67 | 0.0% | 1,094 | -8.7% | 0.00% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $15 | +15.4% | 40 | 0.0% | 0.00% | – | |
| VIAC | New | PARAMOUNT GLOBAL | $36 | – | 1,634 | +100.0% | 0.00% | – |
| WPC | Sell | WP CAREY INC | $62 | -1.6% | 799 | -0.1% | 0.00% | – |
| MDT | MEDTRONIC PLC | $18 | +5.9% | 220 | 0.0% | 0.00% | – | |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $59 | +51.3% | 1,302 | +36.1% | 0.00% | – |
| ESTC | Buy | ELASTIC N V | $19 | +46.2% | 320 | +30.1% | 0.00% | – |
| CVAC | Sell | CUREVAC N V | $6 | 0.0% | 929 | -2.3% | 0.00% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -298 | -100.0% | 0.00% | – |
| AVIR | Exit | ATEA PHARMACEUTICALS INC | $0 | – | -2,800 | -100.0% | 0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -400 | -100.0% | 0.00% | – |
| LL | Exit | LL FLOORING HOLDINGS INC | $0 | – | -185 | -100.0% | 0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -950 | -100.0% | 0.00% | – |
| AAWW | Exit | ATLAS AIR WORLDWIDE HLDGS IN | $0 | – | -231 | -100.0% | 0.00% | – |
| TCS | Exit | CONTAINER STORE GROUP INC | $0 | – | -450 | -100.0% | 0.00% | – |
| APPN | Exit | APPIAN CORPcl a | $0 | – | -1,206 | -100.0% | 0.00% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -8,500 | -100.0% | 0.00% | – |
| TW | Exit | TRADEWEB MKTS INCcl a | $0 | – | -1,699 | -100.0% | -0.00% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -381 | -100.0% | -0.00% | – |
| FFIV | Exit | F5 INC | $0 | – | -1,409 | -100.0% | -0.00% | – |
| SUMO | Exit | SUMO LOGIC INC | $0 | – | -18,647 | -100.0% | -0.00% | – |
| KRC | Exit | KILROY RLTY CORP | $0 | – | -4,306 | -100.0% | -0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -6,551 | -100.0% | -0.00% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,736 | -100.0% | -0.00% | – |
| HYXU | Exit | ISHARES INCintl high yield | $0 | – | -3,495 | -100.0% | -0.00% | – |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -4,510 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -2,320 | -100.0% | -0.00% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -8,634 | -100.0% | -0.00% | – |
| DOCS | Exit | DOXIMITY INCcl a | $0 | – | -6,687 | -100.0% | -0.00% | – |
| ROL | Exit | ROLLINS INC | $0 | – | -6,032 | -100.0% | -0.00% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -2,859 | -100.0% | -0.00% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -2,474 | -100.0% | -0.00% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -3,981 | -100.0% | -0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -3,386 | -100.0% | -0.00% | – |
| ARGX | Exit | ARGENX SEsponsored adr | $0 | – | -803 | -100.0% | -0.00% | – |
| COUR | Exit | COURSERA INC | $0 | – | -22,721 | -100.0% | -0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -1,131 | -100.0% | -0.00% | – |
| WMG | Exit | WARNER MUSIC GROUP CORP | $0 | – | -11,497 | -100.0% | -0.00% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -2,651 | -100.0% | -0.00% | – |
| NDSN | Exit | NORDSON CORP | $0 | – | -1,661 | -100.0% | -0.00% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -4,001 | -100.0% | -0.00% | – |
| YMM | Exit | FULL TRUCK ALLIANCE CO LTDsponsored ads | $0 | – | -94,170 | -100.0% | -0.01% | – |
| AVTR | Exit | AVANTOR INC | $0 | – | -40,000 | -100.0% | -0.01% | – |
| CTLT | Exit | CATALENT INC | $0 | – | -19,654 | -100.0% | -0.01% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -2,300 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -18,729 | -100.0% | -0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Kairos #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 15 | Q3 2023 | 7.0% |
| ALPHABET INC | 15 | Q3 2023 | 7.4% |
| SPDR S&P 500 ETF TR | 15 | Q3 2023 | 5.3% |
| APPLE INC | 15 | Q3 2023 | 4.7% |
| AMAZON COM INC | 15 | Q3 2023 | 4.2% |
| VISA INC | 15 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 15 | Q3 2023 | 6.3% |
| META PLATFORMS INC | 15 | Q3 2023 | 3.3% |
| DANAHER CORPORATION | 15 | Q3 2023 | 2.5% |
| ADOBE SYSTEMS INCORPORATED | 15 | Q3 2023 | 3.3% |
View Bank Julius Baer & Co. Ltd, Zurich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-13 |
| 13F-HR/A | 2023-07-24 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-15 |
View Bank Julius Baer & Co. Ltd, Zurich'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.