Baystate Wealth Management LLC - Q3 2023 holdings

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$1.21 Billion is the total value of Baystate Wealth Management LLC's 1043 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.1% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IWY BuyISHARES RUSSELL TOP 200 GROWTH ETFetf$104,612,708
-2.2%
680,054
+0.8%
8.62%
-1.9%
SPDW BuySPDR S&P WORLD EX-USetf$89,527,997
+1.4%
2,887,068
+6.4%
7.37%
+1.7%
PRF BuyINVESCO FTSE RAFI US 1000 ETFetf$84,346,850
+0.0%
2,650,749
+414.5%
6.95%
+0.4%
IVV BuyISHARES S&P 500 INDEXetf$77,999,222
-2.3%
181,634
+1.4%
6.42%
-1.9%
AGG BuyISHARES AGGREGATE BOND ETFetf$64,004,589
+34.1%
680,610
+39.7%
5.27%
+34.6%
VTV BuyVANGUARD VALUE ETFetf$63,721,761
+1.6%
461,986
+4.7%
5.25%
+2.0%
ICSH SellBLACKROCK ULTRA SHORT-TERM BOND ETFetf$56,805,158
-5.5%
1,127,533
-5.7%
4.68%
-5.2%
OMFL BuyINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFetf$53,769,495
+0.6%
1,172,982
+7.5%
4.43%
+1.0%
IEFA SellISHARES CORE MSCI EAFE ETFetf$48,949,384
-6.2%
760,674
-1.7%
4.03%
-5.9%
IWR BuyISHARES TR RUSSELL MIDCAP INDEX FDetf$43,487,784
-0.8%
627,982
+4.6%
3.58%
-0.4%
SPSB SellSPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf$39,028,564
-10.6%
1,331,124
-10.2%
3.21%
-10.3%
VWO BuyVANGUARD FTSE EMERGING MARKETS ETFetf$38,722,285
+3.8%
987,561
+7.7%
3.19%
+4.2%
BND SellVANGUARD TOTAL BOND MARKET ETFetf$32,002,880
-6.0%
458,625
-2.0%
2.64%
-5.7%
VIOO BuyVANGUARD S&P SMALL-CAP 600 ETFetf$31,572,436
+0.1%
361,240
+5.2%
2.60%
+0.4%
VLUE BuyISHARES MSCI USA VALUE FACTOR ETFetf$22,585,043
-0.2%
248,953
+3.2%
1.86%
+0.2%
RODM BuyHARTFORD MULTIFACTOR DEVELOPED MARKETS EX-US ETFetf$22,238,896
+0.5%
867,013
+3.1%
1.83%
+0.8%
QUAL SellISHARES MSCI USA QUALITY FACTOR ETFetf$22,052,120
-2.5%
167,327
-0.3%
1.82%
-2.2%
SYK BuySTRYKER CORPstock$20,738,118
-10.4%
75,888
+0.0%
1.71%
-10.1%
EEM SellISHARES MSCI EMERGING MARKETS ETFetf$19,346,755
-5.2%
509,795
-1.1%
1.59%
-4.8%
SPLG BuySPDR PORTFOLIO S&P 500 ETFetf$14,697,563
+6.7%
292,430
+10.7%
1.21%
+7.1%
GWX BuySPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf$11,852,888
-0.6%
406,756
+4.1%
0.98%
-0.2%
AAPL BuyAPPLE INCstock$11,532,751
-7.0%
67,360
+5.4%
0.95%
-6.6%
MUB BuyISHARES AMT-FREE MUNI BOND ETFetf$7,768,533
-2.8%
75,760
+1.2%
0.64%
-2.4%
VO SellVANGUARD MID CAPetf$7,152,535
-6.7%
34,347
-1.4%
0.59%
-6.4%
VUG BuyVANGUARD GROWTH ETFetf$5,889,150
+4.3%
21,626
+8.3%
0.48%
+4.5%
SHY SellISHARES 1-3 YR TREASURY BOND ETFetf$5,737,266
-26.5%
70,856
-26.4%
0.47%
-26.2%
MSFT BuyMICROSOFTstock$5,468,613
-2.4%
17,319
+5.3%
0.45%
-2.2%
DSI BuyISHARES TR KLD 400 SOCIAL INDEX FDetf$5,273,882
-2.9%
64,781
+0.4%
0.43%
-2.7%
UFPT  UFP TECHNOLOGIES INC COMstock$4,945,536
-16.7%
30,6320.0%0.41%
-16.4%
ESGD BuyISHARES ESG AWARE MSCI EAFE ETFetf$4,870,314
-3.1%
70,451
+2.2%
0.40%
-2.7%
SCZ SellISHARES MSCI EAFE SMALL CAP ETFetf$4,800,146
-8.1%
85,003
-4.0%
0.40%
-7.9%
JNJ BuyJOHNSON & JOHNSON COMstock$4,541,571
-3.7%
29,159
+2.4%
0.37%
-3.4%
IWF SellISHARES RUSSELL 1000 GROWTH ETFetf$4,435,150
-11.5%
16,674
-8.4%
0.36%
-11.2%
PG BuyPROCTER AND GAMBLE CO COMstock$4,212,091
+144.1%
28,877
+153.9%
0.35%
+144.4%
BNDW BuyVANGUARD TOTAL WORLD BOND ETFetf$4,096,399
+11.0%
61,748
+14.5%
0.34%
+11.2%
EFV BuyISHARES MSCI EAFE VALUE ETFetf$3,821,358
+45.8%
78,098
+45.8%
0.32%
+46.5%
SPTL BuySPDR BARCLAYS CAPITAL LONG TERM TREASURIESetf$3,614,493
+11.0%
138,221
+26.9%
0.30%
+11.6%
SPTI SellSPDR SER TR LEHMAN INTER TERM TREAS ETFetf$3,505,657
-5.4%
127,339
-2.8%
0.29%
-4.9%
FNDX SellSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf$3,275,684
-4.9%
58,525
-2.2%
0.27%
-4.6%
NULV BuyNUVEEN ESG LARGE-CAP VALUE ETFetf$3,048,153
-0.2%
90,745
+2.9%
0.25%0.0%
ESGU SellISHARES ESG AWARE MSCI USA ETFetf$3,033,265
-4.8%
32,299
-1.2%
0.25%
-4.6%
VV BuyVANGUARD LARGE CAPetf$2,990,421
-2.3%
15,281
+1.2%
0.25%
-2.0%
DOL SellWISDOMTREE TR INTL LARGECAP DIVID FDetf$2,931,644
-9.1%
64,262
-6.0%
0.24%
-9.1%
EFG SellISHARES MSCI EAFE GROWTH INDEX ETFetf$2,838,204
-19.2%
32,887
-10.7%
0.23%
-18.8%
XOM BuyEXXON MOBIL CORP COMstock$2,766,514
+12.2%
23,528
+2.3%
0.23%
+12.9%
ACWX BuyISHARES MSCI ACWI EX USetf$2,540,915
-3.3%
54,050
+1.2%
0.21%
-3.2%
BRKB BuyBERKSHIRE HATHAWAY INC DEL CL B NEWstock$2,535,121
+5.6%
7,237
+2.8%
0.21%
+6.1%
JMST SellJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf$2,378,291
-8.7%
47,141
-8.3%
0.20%
-8.4%
SPY SellSPDR S&P 500 ETFetf$2,276,699
-5.8%
5,325
-2.3%
0.19%
-5.6%
MGK SellVANGUARD MEGA CAP GROWTH ETFetf$2,193,904
-4.4%
9,669
-0.8%
0.18%
-3.7%
VIG SellVANGUARD DIVIDEND APPRECIATION ETFetf$2,141,561
-7.5%
13,782
-3.3%
0.18%
-7.4%
CRM BuySALESFORCE COMstock$2,120,470
+10.0%
10,457
+14.6%
0.18%
+10.8%
SCHD SellSCHWAB US DIVIDEND EQUITY ETFetf$2,120,326
-4.5%
29,965
-1.9%
0.18%
-3.8%
SDY SellSPDR SER TR S&P DIVID ETFetf$2,005,519
-11.0%
17,437
-5.2%
0.16%
-10.8%
WMT BuyWALMART INC COMstock$2,008,003
+2.8%
12,555
+1.0%
0.16%
+3.1%
AMZN BuyAMAZON.COM INCstock$1,804,214
+9.5%
14,193
+12.3%
0.15%
+10.4%
DAVA  ENDAVA PLC ADSadr$1,789,320
+10.7%
31,2000.0%0.15%
+10.5%
IYW SellISHARES DJ US TECHNOLOGYetf$1,708,542
-43.8%
16,284
-41.7%
0.14%
-43.4%
ORCL BuyORACLE CORPORATIONstock$1,703,733
-5.5%
16,085
+6.3%
0.14%
-5.4%
VBR SellVANGUARD SMALL CAP VALUE ETFetf$1,663,727
-9.8%
10,431
-6.4%
0.14%
-9.3%
JPM BuyJPMORGAN CHASE & CO COMstock$1,603,490
+12.5%
11,057
+12.8%
0.13%
+12.8%
DON SellWISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf$1,549,157
-5.0%
37,821
-2.5%
0.13%
-4.5%
UNP SellUNION PAC CORP COMstock$1,533,303
-3.6%
7,529
-3.1%
0.13%
-3.8%
ESGE BuyISHARES ESG AWARE MSCI EM ETFetf$1,490,847
-2.2%
49,235
+2.1%
0.12%
-1.6%
IJH BuyISHARES CORE S&P MID CAP ETFetf$1,484,906
+263.4%
5,955
+281.2%
0.12%
+258.8%
USMV SellISHARES MSCI USA MIN VOL FACTOR ETFetf$1,435,949
-20.5%
19,839
-18.3%
0.12%
-20.3%
IWP BuyISHARES RUSSELL MIDCAP GROWTH ETFetf$1,423,624
-3.3%
15,584
+2.3%
0.12%
-3.3%
JVAL SellJPMORGAN U.S. VALUE FACTOR ETFetf$1,425,433
-10.5%
41,149
-7.8%
0.12%
-10.7%
GOOG BuyALPHABET INC CAP STK CL Cstock$1,403,543
+17.5%
10,645
+7.8%
0.12%
+18.4%
GOOGL BuyGOOGLE INCstock$1,405,829
+22.7%
10,743
+12.2%
0.12%
+23.4%
HD BuyHOME DEPOTstock$1,392,032
+4.4%
4,606
+7.3%
0.12%
+5.5%
IWX SellISHARES RUSSELL TOP 200 VALUE ETFetf$1,369,688
-9.6%
20,952
-6.8%
0.11%
-8.9%
IVW BuyISHARES S&P 500 GROWTH ETFetf$1,351,150
+1129.7%
19,747
+1167.5%
0.11%
+1133.3%
AMT BuyAMERICAN TOWER CORPreit$1,334,575
-14.6%
8,115
+0.7%
0.11%
-14.1%
EAGG BuyISHARES ESG AWARE US AGGREGATE BOND ETFetf$1,335,130
+14.9%
29,473
+19.6%
0.11%
+15.8%
EFA BuyISHARES MSCI EAFE ETFetf$1,327,057
-2.6%
19,255
+2.5%
0.11%
-2.7%
IOO  ISHARES TR S&P GLOBAL 100 INDEXFDetf$1,306,852
-3.7%
17,8430.0%0.11%
-2.7%
MBB BuyISHARES MBS BOND ETFetf$1,302,627
+2.9%
14,669
+8.0%
0.11%
+2.9%
QQQ BuyPOWERSHARES QQQ TRetf$1,294,738
-0.4%
3,613
+2.7%
0.11%0.0%
IJR BuyISHARES S&P SMALLCAP 600 ETFetf$1,209,368
+2.3%
12,820
+8.1%
0.10%
+3.1%
PFE SellPFIZER INC COMstock$1,214,607
-10.2%
36,617
-0.7%
0.10%
-9.9%
NVDA BuyNVIDIA CORPORATION COMstock$1,180,160
+7.0%
2,713
+4.1%
0.10%
+7.8%
PEP BuyPEPSICO INC COMstock$1,095,919
-1.2%
6,467
+8.0%
0.09%
-1.1%
FVD SellFIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf$1,084,047
-8.6%
28,992
-2.0%
0.09%
-8.2%
NOBL SellPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf$1,055,757
-9.1%
11,922
-3.2%
0.09%
-8.4%
CMCSA BuyCOMCAST CORP NEW CL Astock$1,041,468
+7.3%
23,488
+0.6%
0.09%
+7.5%
DFUS NewDIMENSIONAL U.S. EQUITY ETFetf$1,013,804–21,778
+100.0%
0.08%–
BSV BuyVANGUARD SHORT TERM BONDetf$1,006,321
+9.3%
13,387
+9.9%
0.08%
+9.2%
ADI BuyANALOG DEVICES INC COMstock$989,642
+58.9%
5,652
+76.8%
0.08%
+58.8%
MGA  MAGNA INTL INC CL Astock$987,266
-5.0%
18,4150.0%0.08%
-4.7%
XLP SellCONSUMER STAPLES SELECT SECTOR SPDRetf$970,873
-10.3%
14,109
-3.3%
0.08%
-10.1%
ESML BuyISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf$960,893
-3.8%
28,555
+1.5%
0.08%
-3.7%
IWD SellISHARES RUSSELL 1000 VALUE ETFetf$924,288
-10.5%
6,088
-7.0%
0.08%
-10.6%
DAL BuyDELTA AIR LINES INC DEL CMNstock$882,737
+11.1%
23,857
+42.7%
0.07%
+12.3%
CSCO BuyCISCO SYS INCstock$890,535
+7.4%
16,565
+3.4%
0.07%
+7.4%
MET BuyMETLIFE INC COMstock$861,160
+11.8%
13,688
+0.5%
0.07%
+12.7%
VB SellVANGUARD SMALL CAP ETFetf$827,221
-19.4%
4,375
-15.2%
0.07%
-19.0%
VEU BuyVANGUARD FTSE ALL-WORLD EX-USetf$820,703
-2.4%
15,822
+2.4%
0.07%
-1.4%
SHW SellSHERWIN WILLIAMS CO COMstock$806,316
-5.2%
3,161
-1.3%
0.07%
-5.7%
JQUA SellJPMORGAN U.S. QUALITY FACTOR ETFetf$788,811
-9.7%
18,229
-7.6%
0.06%
-9.7%
IBM SellINTL BUSINESS MACHINESstock$742,561
-7.7%
5,292
-11.9%
0.06%
-7.6%
IFRA BuyISHARES U.S. INFRASTRUCTURE ETFetf$741,146
+3.1%
20,255
+10.1%
0.06%
+3.4%
DES SellWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf$734,158
-12.1%
26,033
-10.3%
0.06%
-13.0%
IUSB BuyISHARES CORE TOTAL USD BOND MARKET ETFetf$716,063
+13.2%
16,380
+17.8%
0.06%
+13.5%
LOW SellLOWES COS INC COMstock$698,512
-11.4%
3,360
-3.8%
0.06%
-10.8%
NUMV SellNUVEEN ESG MID-CAP VALUE ETFetf$703,761
-4.4%
24,754
-0.3%
0.06%
-3.3%
LMT BuyLOCKHEED MARTIN CORPstock$693,896
-10.1%
1,696
+1.3%
0.06%
-9.5%
MCD BuyMCDONALDS CORP COMstock$674,765
-9.3%
2,561
+2.8%
0.06%
-8.2%
IGSB SellISHARES 1-3 YR CREDIT BOND ETFetf$674,638
-0.9%
13,538
-0.2%
0.06%0.0%
UNH SellUNITEDHEALTH GROUPstock$678,278
+4.0%
1,345
-0.8%
0.06%
+5.7%
CVX BuyCHEVRON CORP NEW COMstock$668,997
+10.5%
3,967
+3.1%
0.06%
+10.0%
RTX BuyRTX CORPORATION COMstock$665,021
-19.3%
9,240
+9.9%
0.06%
-19.1%
ABBV BuyABBVIE INC COMstock$640,513
+16.7%
4,297
+5.5%
0.05%
+17.8%
JEPI BuyJPMORGAN EQUITY PREMIUM INCOME ETFetf$636,410
-1.9%
11,882
+1.4%
0.05%
-1.9%
VIOV SellVANGUARD S&P SMALL-CAP 600 VALUE ETFetf$630,996
-30.0%
8,189
-25.4%
0.05%
-29.7%
SUSB SellISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf$605,631
-9.8%
25,478
-9.3%
0.05%
-9.1%
NEE BuyNEXTERA ENERGY INC COMstock$596,956
-22.3%
10,419
+0.6%
0.05%
-22.2%
BAC BuyBANK AMERICA CORP COMstock$578,688
+22.2%
21,135
+28.1%
0.05%
+23.1%
NUMG BuyNUVEEN ESG MID-CAP GROWTH ETFetf$584,307
-4.8%
15,938
+1.3%
0.05%
-4.0%
QAI  IQ HEDGE MULTI-STRATEGY TRACKER ETFetf$586,694
+0.7%
19,5360.0%0.05%0.0%
MA BuyMASTERCARD INCstock$564,954
+56.9%
1,426
+55.8%
0.05%
+56.7%
CI SellCIGNA CORPstock$565,221
-1.5%
1,975
-3.4%
0.05%0.0%
VOO BuyVANGUARD S&P 500 ETFetf$571,456
+9.1%
1,455
+13.1%
0.05%
+9.3%
ABT SellABBOTT LABS COMstock$546,237
-12.8%
5,640
-1.9%
0.04%
-11.8%
BRKA  BERKSHIRE HATHAWAY INC DEL CL Astock$531,477
+2.6%
10.0%0.04%
+4.8%
BNDX SellVANGUARD TOTAL INTERNATIONAL BOND ETFetf$533,142
-8.6%
11,146
-6.6%
0.04%
-8.3%
MRK SellMERCK & CO INCstock$522,181
-10.8%
5,072
-0.0%
0.04%
-10.4%
AMGN BuyAMGEN INCstock$528,155
+22.9%
1,965
+1.6%
0.04%
+22.9%
IWN SellISHARES RUSSELL 2000 VALUEetf$522,341
-7.8%
3,853
-4.2%
0.04%
-6.5%
FMC SellFMC CORP COM NEWstock$515,894
-55.6%
7,703
-30.8%
0.04%
-55.8%
LLY BuyELI LILLY & CO COMstock$512,322
+44.5%
953
+26.1%
0.04%
+44.8%
MDY BuyS & P MID CAP 400 DEP RCPTS MID CAPetf$500,559
-4.4%
1,096
+0.3%
0.04%
-4.7%
DIS SellDISNEY WALT CO COMstock$484,308
-10.7%
5,975
-1.6%
0.04%
-11.1%
BuyDIMENSIONAL US MARKETWIDE VALUE ETFetf$479,683
+3381.5%
14,100
+3433.8%
0.04%
+3900.0%
CVS BuyCVS HEALTH CORP COMstock$481,631
+6.6%
6,898
+5.6%
0.04%
+8.1%
GD BuyGENERAL DYNAMICS CORP COMstock$456,551
+2.8%
2,066
+0.1%
0.04%
+5.6%
ROK  ROCKWELL AUTOMATION INC COMstock$449,734
-13.2%
1,5730.0%0.04%
-14.0%
V BuyVISA INCstock$443,943
+5.1%
1,930
+8.5%
0.04%
+5.7%
FB BuyMETA PLATFORMS INC CL Astock$444,311
+17.2%
1,480
+12.0%
0.04%
+19.4%
ADP BuyAUTOMATIC DATA PROCESSING INC COMstock$438,373
+11.2%
1,822
+1.6%
0.04%
+12.5%
TSLA SellTESLA MOTORS INCstock$431,880
-8.2%
1,726
-4.0%
0.04%
-7.7%
IWM SellISHARES RUSSELL 2000 ETFetf$427,615
-35.5%
2,419
-31.6%
0.04%
-35.2%
VZ BuyVERIZON COMMUNICATIONSstock$430,645
-8.1%
13,287
+5.5%
0.04%
-7.9%
VTI SellVANGUARD TOTAL STOCK MARKET ETFetf$415,915
-41.6%
1,958
-39.5%
0.03%
-41.4%
XLF BuyFINANCIAL SELECT SECTOR SPDRetf$401,213
+25.5%
12,095
+27.5%
0.03%
+26.9%
AER  AERCAP HOLDINGS NV SHSstock$404,660
-1.3%
6,4570.0%0.03%
-2.9%
EMB BuyISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf$383,067
+14.0%
4,642
+19.5%
0.03%
+14.3%
SUB BuyISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf$385,246
+1.8%
3,745
+3.0%
0.03%
+3.2%
DFAT NewDIMENSIONAL U.S. TARGETED VALUE ETFetf$376,827–8,247
+100.0%
0.03%–
VTEB NewVANGUARD TAX-EXEMPT BOND ETFetf$373,016–7,755
+100.0%
0.03%–
AXP BuyAMERICAN EXPRESS CO COMstock$380,811
+207.3%
2,552
+258.9%
0.03%
+210.0%
DFAS NewDIMENSIONAL U.S. SMALL CAP ETFetf$382,337–7,284
+100.0%
0.03%–
VTWO BuyVANGUARD RUSSELL2000 INDEX FD ETFetf$358,326
-5.1%
5,015
+0.4%
0.03%
-3.2%
PEG BuyPUBLIC SVC ENTERPRISE GRP INC COMstock$368,426
+1642.0%
6,473
+1820.8%
0.03%
+1400.0%
JPST BuyJPMORGAN ULTRA-SHORT INCOME ETFetf$361,781
+4.3%
7,209
+4.2%
0.03%
+7.1%
ILCG BuyISHARES MORNINGSTAR LARGE GROWTH ETFetf$346,393
-2.5%
5,807
+1.9%
0.03%0.0%
ES BuyEVERSOURCE ENERGY COMstock$348,038
-11.5%
5,985
+7.9%
0.03%
-9.4%
EOG BuyEOG RESOURCES INCstock$336,976
+11.3%
2,658
+0.5%
0.03%
+12.0%
T BuyAT&T INC COMstock$344,810
+2.2%
22,956
+8.6%
0.03%0.0%
OEF BuyISHARES TR S&P 100 INDEX FUNDetf$338,732
+89.9%
1,688
+96.1%
0.03%
+86.7%
GRPU  GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB2stock$337,932
-10.1%
6,3710.0%0.03%
-9.7%
IEMG SellISHARES CORE MSCI EMERGING MKTSetf$315,753
-15.2%
6,634
-12.2%
0.03%
-16.1%
EZU SellISHARES INC MSCI EMUINDEX FDetf$317,811
-32.2%
7,523
-26.5%
0.03%
-31.6%
TLT BuyISHARES 20 YR TREASURY ETFetf$320,251
-4.6%
3,610
+10.7%
0.03%
-7.1%
NKE SellNIKE INC CLASS Bstock$305,724
-14.5%
3,197
-1.3%
0.02%
-13.8%
NSC BuyNORFOLK SOUTHERN CRPstock$303,760
-12.8%
1,542
+0.5%
0.02%
-13.8%
COST BuyCOSTCO WHOLESALE CORPstock$292,019
+21.3%
516
+15.4%
0.02%
+20.0%
AVGO BuyAVAGO TECHNOLOGIES LTDstock$291,809
+5.0%
351
+9.7%
0.02%
+4.3%
HON SellHONEYWELL INTL INCstock$294,355
-12.6%
1,593
-1.8%
0.02%
-14.3%
VSS BuyVANGUARD FTSE ALL WORLD EX-US ETFetf$285,010
-2.2%
2,683
+1.7%
0.02%
-4.2%
COP SellCONOCOPHILLIPS COMstock$258,674
+13.5%
2,159
-1.8%
0.02%
+10.5%
GVI BuyiShares Intermediate Government/Credit Bond ETFetf$259,355
-0.9%
2,559
+0.6%
0.02%0.0%
PPG BuyPPG INDS INC COMstock$250,161
-7.0%
1,927
+6.3%
0.02%
-4.5%
BIIB BuyBIOGEN IDEC INCstock$253,105
-9.7%
984
+0.1%
0.02%
-8.7%
INTC BuyINTEL CORP COMstock$249,546
+8.6%
7,019
+2.2%
0.02%
+10.5%
WM BuyWASTE MANAGEMENT INCstock$243,567
+92.1%
1,597
+118.5%
0.02%
+100.0%
KO BuyCOCA COLA CO COMstock$240,407
-2.4%
4,294
+5.0%
0.02%0.0%
CAT BuyCATERPILLAR INC COMstock$239,796
+32.8%
878
+19.8%
0.02%
+33.3%
SBUX BuySTARBUCKS CORPstock$237,897
-1.3%
2,606
+7.1%
0.02%0.0%
BX SellBLACKSTONE INC COMstock$247,377
-23.4%
2,308
-33.5%
0.02%
-23.1%
EWJ BuyISHARES MSCI JAPAN ETFetf$229,129
+4.7%
3,800
+7.5%
0.02%
+5.6%
ITW SellILLINOIS TOOL WKS INC COMstock$230,537
-10.0%
1,000
-2.3%
0.02%
-9.5%
GIS BuyGENERAL MLS INC COMstock$229,513
-15.6%
3,586
+1.2%
0.02%
-13.6%
TFLO NewISHARES TREASURY FLOATING RATE BOND ETFetf$218,247–4,301
+100.0%
0.02%–
SMCI NewSUPER MICRO COMPUTER INC COMstock$222,118–810
+100.0%
0.02%–
HONE BuyHARBORONE BANCORP INC NEW COM NEWstock$213,451
+10.5%
22,421
+0.7%
0.02%
+12.5%
CHD BuyCHURCH & DWIGHT INCstock$215,195
-8.3%
2,348
+0.3%
0.02%
-5.3%
VNT BuyVONTIER CORPORATION COMstock$208,244
-3.9%
6,734
+0.1%
0.02%
-5.6%
IVE  ISHARES S&P 500 VALUE ETFetf$211,597
-4.6%
1,3750.0%0.02%
-5.6%
QCOM SellQUALCOMM INCstock$212,357
-7.2%
1,912
-0.5%
0.02%
-10.5%
VCSH SellVANGUARD SHORT TERM CORP BOND FD ETFetf$210,045
-10.9%
2,795
-10.3%
0.02%
-10.5%
TXN SellTEXAS INSTRS INC COMstock$195,145
-14.2%
1,227
-2.9%
0.02%
-15.8%
CL BuyCOLGATE PALMOLIVE CO COMstock$189,122
-7.5%
2,659
+0.2%
0.02%
-5.9%
UPS BuyUNITED PARCEL SERVICE INCstock$189,149
-7.3%
1,213
+6.6%
0.02%
-5.9%
PYPL BuyPAYPAL HLDGS INC COMstock$193,970
+100.5%
3,318
+128.8%
0.02%
+100.0%
ED BuyCONSOLIDATED EDISON INC COMstock$199,643
-1.7%
2,334
+3.9%
0.02%
-5.9%
BIL SellSPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf$200,201
-31.8%
2,180
-31.8%
0.02%
-33.3%
IAU SellISHARES GOLD TRUST ETFetf$195,623
-5.8%
5,590
-2.1%
0.02%
-5.9%
NBTB NewNBT BANCORP INC COMstock$189,126–5,968
+100.0%
0.02%–
PLTR BuyPALANTIR TECHNOLOGIES INC CL Astock$192,240
+4.5%
12,015
+0.1%
0.02%
+6.7%
MS BuyMORGAN STANLEYstock$186,793
+3.9%
2,287
+8.6%
0.02%0.0%
MU BuyMICRON TECHNOLOGY INC COMstock$185,222
+8.0%
2,722
+0.1%
0.02%
+7.1%
DHR SellDANAHER CORPstock$180,487
-0.5%
727
-3.7%
0.02%0.0%
SO SellSOUTHERN CO COMstock$181,307
-12.1%
2,801
-4.6%
0.02%
-11.8%
NRG BuyNRG ENERGY INC NEWstock$186,734
+6.2%
4,847
+3.0%
0.02%
+7.1%
CXW BuyCORECIVIC INC COMreit$183,600
+23.3%
16,320
+3.2%
0.02%
+25.0%
XLE BuyENERGY SELECT SECTOR SPDRetf$179,646
+11.8%
1,987
+0.4%
0.02%
+15.4%
KMI BuyKINDER MORGAN INCstock$181,592
-2.7%
10,952
+1.1%
0.02%0.0%
EBC BuyEASTERN BANKSHARES INC COMstock$178,966
+3.0%
14,271
+0.8%
0.02%
+7.1%
YUM SellYUM BRANDS INCstock$162,848
-13.4%
1,303
-4.0%
0.01%
-13.3%
EMXC SellISHARES MSCI EMERGING MARKETS EX CHINA ETFetf$157,046
-6.0%
3,151
-1.9%
0.01%
-7.1%
CROX  CROCS INCstock$156,432
-21.5%
1,7730.0%0.01%
-18.8%
DUK BuyDUKE ENERGY CORP NEW COM NEWstock$159,553
+22.2%
1,807
+24.2%
0.01%
+18.2%
AEP BuyAMERICAN ELEC PWR CO INC COMstock$155,501
+60406.2%
2,067
+68800.0%
0.01%–
BRKL BuyBROOKLINE BANCORP INC CMNstock$157,929
+5.7%
17,335
+1.4%
0.01%
+8.3%
AMLP BuyALPS TRUST ETF ALERIAN MLPetf$155,925
+9.8%
3,694
+2.0%
0.01%
+8.3%
PAYX SellPAYCHEX INCstock$161,260
+1.6%
1,398
-1.4%
0.01%0.0%
DEO SellDIAGEO PLCadr$146,726
-17.7%
983
-4.3%
0.01%
-20.0%
XLB BuyMATERIALS SELECT SECTOR SPDRetf$145,791
-4.8%
1,856
+0.5%
0.01%
-7.7%
SRE BuySEMPRA ENERGYstock$148,340
-6.5%
2,180
+100.2%
0.01%
-7.7%
TMO SellTHERMO FISHER SCIENTIFIC INC COMstock$151,691
-9.6%
299
-6.9%
0.01%
-14.3%
NUDM  NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf$141,562
-5.7%
5,1810.0%0.01%0.0%
VFH BuyVANGUARD FINANCIALS ETFetf$142,735
-1.1%
1,777
+0.1%
0.01%0.0%
APD  AIR PRODS & CHEMS INC COMstock$133,875
-5.4%
4720.0%0.01%
-8.3%
FISV SellFISERV INCstock$133,180
-13.4%
1,179
-3.3%
0.01%
-15.4%
AMP NewAMERIPRISE FINANCIAL INC.stock$132,638–402
+100.0%
0.01%–
IDXX  IDEXX LABS INCstock$134,679
-12.9%
3080.0%0.01%
-15.4%
DE BuyDEERE & CO COMstock$138,524
-6.7%
367
+0.3%
0.01%
-8.3%
INDB BuyINDEPENDENT BANK CORP MAstock$135,650
+11.6%
2,763
+1.2%
0.01%
+10.0%
GPN BuyGLOBAL PAYMENTS INCstock$129,231
+17.4%
1,119
+0.2%
0.01%
+22.2%
EMR SellEMERSON ELEC CO COMstock$135,936
+5.4%
1,407
-1.4%
0.01%0.0%
TJX BuyTJX COS INC NEW COMstock$129,079
+5.2%
1,452
+0.3%
0.01%
+10.0%
ADBE BuyADOBE SYS INCstock$128,240
+4.7%
251
+0.4%
0.01%
+10.0%
KMB BuyKIMBERLY-CLARK CORP COMstock$118,454
-11.7%
980
+0.9%
0.01%
-9.1%
CBU SellCOMMUNITY BK SYS INC COMstock$120,742
-86.2%
2,860
-84.7%
0.01%
-86.1%
NLOK BuyGEN DIGITAL INC COMstock$116,266
-4.1%
6,576
+0.6%
0.01%0.0%
MDLZ SellMONDELEZ INTL INC CL Astock$125,816
-5.2%
1,812
-0.4%
0.01%
-9.1%
DELL BuyDELL TECHNOLOGIES INC CL Cstock$116,142
+27.9%
1,685
+0.4%
0.01%
+42.9%
GS BuyGOLDMAN SACHS GROUP INCstock$121,478
+1.2%
375
+0.8%
0.01%0.0%
VEA BuyVANGUARD FTSE DEVELOPED MARKETS ETFetf$115,392
-1.9%
2,639
+3.6%
0.01%0.0%
XLK BuyTECHNOLOGY SELECT SECTOR SPDRetf$122,833
-5.5%
749
+0.3%
0.01%
-9.1%
BXP BuyBOSTON PPTYS INCreit$118,085
+4.7%
1,985
+1.4%
0.01%
+11.1%
VOT BuyVANGUARD MID CAP GROWTH ETFetf$122,370
-4.6%
628
+0.8%
0.01%
-9.1%
STT BuySTATE STR CORP COMstock$112,620
+24.9%
1,681
+36.4%
0.01%
+28.6%
IVLU BuyISHARES MSCI INTL VALUE FACTOR ETFetf$109,910
+398.7%
4,334
+400.5%
0.01%
+350.0%
MTB BuyM & T BK CORP COMstock$105,386
+3.2%
833
+1.1%
0.01%
+12.5%
IBDQ BuyISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf$107,942
+0.3%
4,429
+0.4%
0.01%0.0%
MFC BuyMANULIFE FINL CORPstock$104,048
-2.2%
5,691
+1.2%
0.01%0.0%
CRWD BuyCROWDSTRIKE HLDGS INC CL Astock$107,823
+47.7%
644
+29.6%
0.01%
+50.0%
IUSV  ISHARES CORE S&P US VALUE ETFetf$113,395
-4.7%
1,5190.0%0.01%
-10.0%
CLX BuyCLOROX CO DEL COMstock$98,429
-17.1%
751
+0.7%
0.01%
-20.0%
PWB  INVESCO LARGE CAP GROWTH ETFetf$95,105
-4.0%
1,4020.0%0.01%0.0%
SLVP  ISHARES INC MSCI GLOBAL SILVER MINERS FDetf$97,821
-11.2%
11,4140.0%0.01%
-11.1%
PTLC  PACER TRENDPILOT US LARGE CAP ETFetf$97,818
-3.2%
2,4470.0%0.01%0.0%
TGT SellTARGET CORP COMstock$102,414
-17.6%
926
-1.6%
0.01%
-20.0%
WPC BuyWP CAREY INC COMreit$96,661
-19.5%
1,787
+0.6%
0.01%
-20.0%
ALNY  ALNYLAM PHARMACEUTICALS INCstock$93,332
-6.8%
5270.0%0.01%0.0%
LTHM SellLIVENT CORP COMstock$102,562
-62.6%
5,571
-44.3%
0.01%
-65.2%
BLDR  BUILDERS FIRSTSOURCE INC COMstock$93,119
-8.5%
7480.0%0.01%0.0%
VMW SellVMWARE INC CL A CLASS Astock$91,897
-22.8%
552
-33.3%
0.01%
-20.0%
PNC SellPNC FINL SVCS GROUP INC COMstock$102,496
-3.7%
834
-1.2%
0.01%
-11.1%
BuyGENERAL ELECTRIC CO COM NEWstock$102,041
+18.0%
923
+17.3%
0.01%
+14.3%
VBK BuyVANGUARD SMALL CAP GROWTH ETFetf$95,117
-6.1%
444
+0.9%
0.01%0.0%
ACWI BuyISHARES TR MSCI ACWIINDEX FDetf$98,338
+8.3%
1,064
+12.5%
0.01%
+14.3%
SellCANDEL THERAPEUTICS INC COMstock$89,525
-29.3%
97,310
-3.2%
0.01%
-30.0%
BuyLINDE PLC SHSstock$88,330
-0.8%
237
+1.7%
0.01%0.0%
DIA SellSPDR DOW JONES INDUSTRIAL ETFetf$83,072
-7.4%
248
-4.6%
0.01%0.0%
NUE SellNUCOR CORP COMstock$88,547
-8.5%
566
-4.1%
0.01%
-12.5%
SYY BuySYSCO CORP COMstock$85,033
-10.4%
1,287
+0.6%
0.01%
-12.5%
CARR BuyCARRIER GLOBAL CORPORATION COMstock$83,335
+38.4%
1,509
+24.6%
0.01%
+40.0%
TRV BuyTRAVELERS COMPANIES INC COMstock$87,220
-5.7%
534
+0.4%
0.01%
-12.5%
VOE SellVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf$84,537
-45.7%
645
-42.7%
0.01%
-46.2%
PRU BuyPRUDENTIAL FINL INCstock$82,928
+10.2%
873
+2.5%
0.01%
+16.7%
IXN  ISHARES GLOBAL TECH ETFetf$87,433
-7.0%
1,5110.0%0.01%
-12.5%
GDXJ  MARKET VECTORS ETF TR JR GOLD MINERS ETF NEWetf$84,312
-9.6%
2,6150.0%0.01%
-12.5%
SellEA BRIDGEWAY BLUE CHIP ETF EA BRIDGEWAY BLUE CHIP ETFetf$84,258
-11.9%
8,795
-9.5%
0.01%
-12.5%
RGLD BuyROYAL GOLD INCstock$82,152
-7.3%
772
+0.1%
0.01%0.0%
TD BuyTORONTO DOMINION BANKstock$68,581
-2.7%
1,138
+0.2%
0.01%0.0%
PSX BuyPHILLIPS 66stock$67,862
+27.1%
564
+0.9%
0.01%
+50.0%
 ROYAL DUTCH SHELL PLC-ADRadr$78,222
+6.6%
1,2150.0%0.01%0.0%
GLD BuySPDR GOLD ETFetf$72,866
+162.0%
425
+172.4%
0.01%
+200.0%
CSX BuyCSX CORPstock$69,599
-9.5%
2,263
+0.4%
0.01%0.0%
BMY SellBRISTOL-MYERS SQUIBB CO COMstock$75,720
-10.1%
1,304
-1.0%
0.01%
-14.3%
BHF BuyBRIGHTHOUSE FINL INC COMstock$68,761
+3.6%
1,405
+0.2%
0.01%
+20.0%
LHX SellL3HARRIS TECHNOLOGIES INC COMstock$73,694
-20.4%
423
-10.4%
0.01%
-25.0%
SellDRAFTKINGS INC NEW COM CL Astock$76,089
-32.0%
2,584
-38.6%
0.01%
-33.3%
SCHX BuySCHWAB U.S. LARGE-CAP ETFetf$67,969
-3.3%
1,343
+0.1%
0.01%0.0%
BA  BOEING CO COMstock$73,132
-9.2%
3810.0%0.01%
-14.3%
BLK SellBLACKROCK INCstock$70,462
-16.4%
108
-10.7%
0.01%
-14.3%
BDX  BECTON DICKINSON & CO COMstock$72,995
-2.0%
2820.0%0.01%0.0%
EBTC BuyENTERPRISE BANCORP INC MASS COMstock$69,498
-4.6%
2,538
+0.8%
0.01%0.0%
ACN SellACCENTURE LTD BERMUDA CL Astock$66,948
-13.3%
217
-13.2%
0.01%0.0%
FTEC BuyFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$74,139
-5.7%
603
+0.2%
0.01%0.0%
AMAT BuyAPPLIED MATLS INC COMstock$67,462
+48.0%
487
+54.6%
0.01%
+50.0%
VGK SellVANGUARD EUROPEANetf$70,937
-8.7%
1,224
-2.8%
0.01%0.0%
IWS SellISHARES RUSSELL MIDCAP VALUE INDEXetf$70,191
-28.3%
672
-24.6%
0.01%
-25.0%
FCX BuyFREEPORT MCMORAN COPPERstock$70,322
-6.5%
1,885
+0.3%
0.01%0.0%
LQD NewISHARES IBOXX CORPORATE BOND ETFetf$71,204–697
+100.0%
0.01%–
YUMC  YUM CHINA HLDGS INC COMstock$67,030
-1.4%
1,2020.0%0.01%0.0%
ZTS BuyZOETIS INC CL Astock$74,882
+1.2%
430
+0.2%
0.01%0.0%
ICLN BuyISHARES GLOBAL CLEAN ENERGY ETFetf$66,095
+85.6%
4,520
+133.6%
0.01%
+66.7%
VXUS BuyVANGUARD TOTAL INTERNATIONAL STOCK ETFetf$56,738
-4.1%
1,060
+0.6%
0.01%0.0%
VLO BuyVALERO ENERGY CORPstock$62,141
+75.9%
438
+45.5%
0.01%
+66.7%
IEZ SellISHARES DJ US OIL EQUIPMENTINDEXetf$63,354
-1.8%
2,635
-17.8%
0.01%0.0%
PXD SellPIONEER NATURAL RESOURCES COstock$60,548
+2.7%
263
-7.4%
0.01%0.0%
PM BuyPHILIP MORRIS INTL INCstock$57,375
+14.5%
619
+20.7%
0.01%
+25.0%
FAST SellFASTENAL COstock$58,796
-42.4%
1,076
-37.8%
0.01%
-37.5%
WTRG BuyESSENTIAL UTILS INC COMstock$61,975
-13.5%
1,805
+0.6%
0.01%
-16.7%
DGRO BuyISHARES CORE DIVIDEND GROWTH ETFetf$62,900
+0.6%
1,269
+4.7%
0.01%0.0%
XLU BuyUTILITIES SELECT SECTOR SPDRetf$58,711
+1598.8%
996
+1815.4%
0.01%–
OTIS BuyOTIS WORLDWIDE CORP COMstock$66,382
+10.2%
826
+22.2%
0.01%0.0%
TIP BuyISHARES TIPS BOND ETFetf$62,833
+1293.8%
605
+1375.6%
0.01%–
BHP  BHP GROUP LTD SPONSORED ADSadr$55,274
-4.7%
9710.0%0.01%0.0%
SCHW BuyCHARLES SCHWAB CORPstock$60,114
-2.7%
1,094
+0.4%
0.01%0.0%
C SellCITIGROUP INCstock$66,100
-12.6%
1,607
-2.2%
0.01%
-16.7%
SLB SellSCHLUMBERGER LTD COM STKstock$54,795
+1.0%
939
-14.9%
0.01%
+25.0%
HACK  ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUNDetf$55,703
+2.0%
1,0790.0%0.01%
+25.0%
LAMR  LAMAR ADVERTISING CO NEW CL Areit$58,420
-15.9%
6990.0%0.01%
-16.7%
BSX SellBOSTON SCIENTIFIC CORPstock$60,984
-11.0%
1,155
-8.8%
0.01%
-16.7%
BWEN  BROADWIND INC COM NEWstock$62,998
-16.2%
19,6870.0%0.01%
-16.7%
MLPX BuyGLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf$61,152
+3.4%
1,442
+1.4%
0.01%0.0%
PSK  SPDR ICE PREFERRED SECURITIES ETFetf$65,634
-3.0%
2,0220.0%0.01%
-16.7%
MSEX BuyMIDDLESEX WTR CO COMstock$55,433
-17.5%
836
+0.4%
0.01%
-16.7%
XSVM BuyINVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf$54,760
+4.1%
1,137
+0.4%
0.01%
+25.0%
RSP BuyGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf$64,556
-4.9%
455
+0.4%
0.01%
-16.7%
NFLX SellNETFLIX INC COMstock$56,640
-25.2%
150
-12.8%
0.01%
-16.7%
IBB  ISHARES NASDAQ BIOTECHNOLOGYetf$64,531
-3.7%
5270.0%0.01%0.0%
NEM BuyNEWMONT CORP COMstock$59,403
-13.2%
1,607
+0.2%
0.01%
-16.7%
VTWV BuyVANGUARD RUSSELL 2000 VALUE ETFetf$66,146
-2.8%
554
+0.7%
0.01%
-16.7%
FE NewFIRSTENERGY CORPstock$59,743–1,747
+100.0%
0.01%–
ICE SellINTERCONTINENTAL EXCHANGE INC COMstock$55,206
-4.2%
501
-1.6%
0.01%0.0%
AFL BuyAFLAC INC COMstock$51,882
+36.5%
675
+24.1%
0.00%
+33.3%
MO BuyALTRIA GROUP INC COMstock$44,272
-5.3%
1,052
+2.0%
0.00%0.0%
BuyCONSTELLATION ENERGY CORP COMstock$48,016
+277.2%
440
+216.5%
0.00%
+300.0%
EXC BuyEXELON CORP COMstock$49,956
+198.4%
1,321
+222.2%
0.00%
+300.0%
ONEQ BuyFIDELITY NASDAQ COMPOSITE INDEX ETFetf$44,994
+231.5%
865
+246.0%
0.00%
+300.0%
CIBR BuyFIRST TRUST NASDAQ CYBERSECURITY ETFetf$53,431
+4.5%
1,176
+4.4%
0.00%0.0%
GILD BuyGILEAD SCIENCES INCstock$43,381
+33.0%
578
+36.6%
0.00%
+33.3%
HROW  HARROW INC COMstock$44,058
-24.5%
3,0660.0%0.00%
-20.0%
HSY BuyHERSHEY CO COMstock$50,494
-19.4%
252
+0.8%
0.00%
-20.0%
IWO  ISHARES RUSSELL 2000 GROWTH INDEXetf$44,689
-7.6%
1990.0%0.00%0.0%
IXUS SellISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf$45,797
-73.6%
763
-72.4%
0.00%
-71.4%
LVS BuyLAS VEGAS SANDS CORPstock$51,087
-20.7%
1,114
+0.4%
0.00%
-20.0%
MAR SellMARRIOTT INTL INCstock$50,848
-2.6%
258
-9.2%
0.00%0.0%
MWA BuyMUELLER WTR PRODS INC COM SER Astock$45,842
-21.5%
3,615
+0.4%
0.00%
-20.0%
NOC SellNORTHROP GRUMMAN CORP COMstock$42,559
-17.6%
96
-15.0%
0.00%0.0%
NVO BuyNOVO-NORDISK A/S ADR ADR CMNadr$52,887
+102.6%
581
+260.9%
0.00%
+100.0%
NEA BuyNUVEEN AMT FREE QLTY MUN INCME COMcef$42,759
-10.6%
4,417
+1.0%
0.00%0.0%
NUEM  NUVEEN ESG EMERGING MARKETS EQUITY ETFetf$43,518
-4.0%
1,6590.0%0.00%0.0%
OKE BuyONEOK INC NEW COMstock$50,441
+45.4%
795
+41.5%
0.00%
+33.3%
OSK BuyOSHKOSH CORP COMstock$46,147
+10.7%
483
+0.4%
0.00%
+33.3%
PGR SellPROGRESSIVE CORP COMstock$44,440
-11.8%
319
-16.1%
0.00%0.0%
PLD BuyPROLOGIS INC. COMreit$51,062
+9.3%
455
+19.7%
0.00%0.0%
ROP  ROPER INDUSTRIES INCstock$44,427
+0.9%
910.0%0.00%0.0%
XAR BuySPDR S&P AEROSPACE & DEFENSE ETFetf$49,797
-7.7%
444
+0.2%
0.00%0.0%
FNDB BuySCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETFetf$47,775
-2.4%
867
+0.5%
0.00%0.0%
SCHF SellSCHWAB INTERNATIONAL EQUITY ETFetf$47,409
-59.0%
1,396
-56.9%
0.00%
-55.6%
OLED  UNIVERSAL DISPLAY CORP COMstock$44,359
+8.9%
2820.0%0.00%
+33.3%
VYM  VANGUARD HIGH DIVIDEND YIELDetf$47,909
-2.6%
4630.0%0.00%0.0%
VT BuyVANGUARD TOTAL WORLD STOCK ETFetf$43,817
+5.7%
470
+10.1%
0.00%
+33.3%
VNQ BuyVANGUARD REIT INDEX ETFetf$46,482
-8.7%
614
+1.0%
0.00%0.0%
WRK  WESTROCK CO COMstock$42,817
+23.2%
1,1950.0%0.00%
+33.3%
WCBR BuyWISDOMTREE CYBERSECURITY FUNDetf$54,041
+160.5%
2,645
+147.0%
0.00%
+100.0%
CB BuyCHUBB LIMITED COMstock$49,675
+9.3%
238
+0.8%
0.00%0.0%
TECK NewTECK RESOURCES LTD CL Bstock$30,596–710
+100.0%
0.00%–
COMT SellISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf$40,048
+7.5%
1,373
-4.2%
0.00%0.0%
TSM BuyTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$34,422
+32.0%
396
+53.5%
0.00%
+50.0%
TMUS  T-MOBILE US INC COMstock$35,853
+0.8%
2560.0%0.00%0.0%
CMI BuyCUMMINS INC COMstock$34,503
-0.0%
151
+7.9%
0.00%0.0%
SPG BuySIMON PROPERTY GROUP INCreit$37,775
-4.8%
349
+1.7%
0.00%0.0%
NVS BuyNOVARTIS AG ADRadr$31,619
+20.3%
310
+19.2%
0.00%
+50.0%
CTVA BuyCORTEVA INC COMstock$31,835
-10.4%
622
+0.3%
0.00%0.0%
EQIX  EQUINIX INC COMreit$32,276
-7.3%
440.0%0.00%0.0%
BK BuyBANK NEW YORK MELLON CORP COMstock$41,366
-3.3%
969
+0.9%
0.00%
-25.0%
PDBC SellINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf$31,036
-1.1%
2,076
-10.0%
0.00%0.0%
PNR NewPENTAIR PLC SHSstock$30,368–469
+100.0%
0.00%–
NVT NewNVENT ELECTRIC PLC SHSstock$33,384–630
+100.0%
0.00%–
ETN SellEATON CORP PLC SHSstock$35,104
-8.7%
164
-14.1%
0.00%0.0%
SIZE  ISHARES MSCI USA SIZE FACTOR ETFetf$34,513
-4.4%
2940.0%0.00%0.0%
AON SellAON CORPstock$35,138
-38.0%
108
-34.1%
0.00%
-40.0%
ARKK BuyARK INNOVATION ETFetf$41,682
-0.1%
1,050
+11.1%
0.00%0.0%
IQV SellIQVIA HLDGS INC COMstock$39,350
-22.9%
200
-11.9%
0.00%
-25.0%
HSIC BuyHENRY SCHEIN INC COMstock$38,610
+2280.4%
520
+2500.0%
0.00%–
GOVT SellISHARES U.S. TREASURY BOND ETFetf$35,223
-84.8%
1,598
-84.2%
0.00%
-84.2%
CCI BuyCROWN CASTLE INTL CORPreit$36,814
-17.8%
400
+1.8%
0.00%
-25.0%
CDNS  CADENCE DESIGN SYSTEM INC COMstock$41,940
-0.1%
1790.0%0.00%0.0%
IMCG  ISHARES TR MID GRWTH INDX ETFetf$39,400
-6.3%
6890.0%0.00%0.0%
PHM BuyPULTE GROUP INC COMstock$36,330
+173.1%
490
+186.5%
0.00%
+200.0%
WFC BuyWELLS FARGO CO NEW COMstock$32,819
+46.4%
803
+53.0%
0.00%
+50.0%
SellWARNER BROS DISCOVERY INC COM SER Astock$30,408
-21.7%
2,800
-9.5%
0.00%0.0%
MTUM  ISHARES MSCI USA MOMENTUM FACTOR ETFetf$32,618
-3.2%
2330.0%0.00%0.0%
IEV BuyISHARES EUROPE 350 INDEXetf$36,179
+477.3%
758
+511.3%
0.00%
+200.0%
D BuyDOMINION RESOURCES INCstock$40,567
+2.6%
908
+19.0%
0.00%0.0%
KRBN  KRANESHARES GLOBAL CARBON STRATEGY ETFetf$37,973
-4.7%
1,0510.0%0.00%0.0%
ALL SellALLSTATE CORPstock$41,251
-14.5%
370
-16.3%
0.00%
-25.0%
DVN  DEVON ENERGY CORPstock$39,973
-1.3%
8380.0%0.00%0.0%
DD SellDUPONT DE NEMOURS INC COMstock$38,921
-8.1%
521
-12.0%
0.00%0.0%
BuyAMERICA MOVIL SERIES L ADRadr$30,555
-18.9%
1,764
+1.3%
0.00%0.0%
IMO BuyIMPERIAL OIL LTD COM NEW ISIN CA4530384086stock$41,838
+21.1%
679
+0.6%
0.00%0.0%
TECH  BIO-TECHNE CORP COMstock$34,092
-16.6%
5000.0%0.00%0.0%
FDX BuyFEDEX CORPstock$40,925
+23.4%
154
+15.8%
0.00%0.0%
DVY  ISHARES DJ SELECT DIVIDENDetf$30,785
-5.0%
2850.0%0.00%0.0%
PANW  PALO ALTO NETWORKS INC COMstock$33,056
-8.2%
1410.0%0.00%0.0%
ANDE BuyANDERSONS INC COMstock$41,956
+12.0%
814
+0.4%
0.00%0.0%
ANTM  ELEVANCE HEALTH INC COMstock$32,635
-1.7%
740.0%0.00%0.0%
PID BuyPOWERSHARES INTL DIVID ACHIEVERS PORTetf$34,353
-6.5%
2,055
+1.0%
0.00%0.0%
BuyBROOKFIELD CORP CL A LTD VT SHstock$40,162
-6.9%
1,284
+0.2%
0.00%
-25.0%
UL SellUNILEVER PLC SPON ADR NEWadr$36,094
-9.7%
730
-4.7%
0.00%0.0%
SNSR BuyGLOBAL X INTERNET OF THINGS ETFetf$31,193
-11.1%
1,018
+0.4%
0.00%0.0%
MMM Sell3M CO COMstock$30,425
-13.1%
324
-7.2%
0.00%0.0%
HAL BuyHALLIBURTON CO COMstock$20,693
+23.1%
510
+0.2%
0.00%
+100.0%
GNMA BuyISHARES GNMA BOND ETFetf$27,785
+581.3%
665
+615.1%
0.00%–
INTU SellINTUIT INCstock$21,871
-21.4%
42
-30.0%
0.00%0.0%
SCHB BuySCHWAB U.S. BROAD MARKET ETFetf$22,751
-3.2%
456
+0.4%
0.00%0.0%
NGG BuyNATIONAL GRID TRANSCO PLCadr$30,185
-6.7%
497
+3.5%
0.00%
-33.3%
XLY  CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf$29,216
-5.0%
1810.0%0.00%
-33.3%
BMRN  BIOMARIN PHARMACEUTICAL INCstock$26,544
+2.1%
3000.0%0.00%0.0%
AJG BuyGALLAGHER ARTHUR J &COstock$26,686
+4.1%
117
+0.9%
0.00%0.0%
NOW SellSERVICENOW INC COMstock$26,830
-16.2%
48
-15.8%
0.00%
-33.3%
SHOP SellSHOPIFY INC CL Astock$18,554
-16.5%
340
-1.2%
0.00%0.0%
GLW BuyCORNING INC COMstock$20,413
-12.2%
669
+0.9%
0.00%0.0%
SNOW BuySNOWFLAKE INC CL Astock$21,307
+200.6%
139
+247.5%
0.00%
+100.0%
HEFA SellISHARES CURRENCY HEDGED MSCI EAFE ETFetf$25,460
-30.1%
845
-28.0%
0.00%
-33.3%
JPXN  ISHARES JPX-NIKKEI 400 ETFetf$23,874
-3.0%
3720.0%0.00%0.0%
NMT BuyNUVEEN MASSACHUSETS QLT MUN FD COMcef$19,152
-8.5%
2,020
+0.7%
0.00%0.0%
FINX BuyGLOBAL X FINTECH ETFetf$22,225
+97.7%
1,103
+116.7%
0.00%
+100.0%
TU BuyTELUS CORPORATION COMstock$18,320
-15.0%
1,121
+1.3%
0.00%0.0%
TTEK  TETRA TECH INC NEW COMstock$29,246
-7.0%
1920.0%0.00%
-33.3%
NTR BuyNUTRIEN LTD COMstock$22,207
+5.4%
359
+0.8%
0.00%0.0%
NUV BuyNUVEEN MUN VALUE FDcef$25,101
-4.1%
3,038
+1.0%
0.00%0.0%
FNV  FRANCO NEV CORP COMstock$20,482
-6.2%
1530.0%0.00%0.0%
NewTOAST INC CL Astock$28,825–1,539
+100.0%
0.00%–
NUSC  NUVEEN ESG SMALL-CAP ETFetf$23,729
-5.9%
6810.0%0.00%0.0%
IRBO BuyISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf$28,524
+115.8%
933
+133.8%
0.00%
+100.0%
ATO SellATMOS ENERGY CORPstock$29,963
-11.5%
282
-3.1%
0.00%
-33.3%
UFPI BuyUFP INDUSTRIES INC COMstock$25,051
+5.8%
244
+0.4%
0.00%0.0%
USB SellUS BANCORP DEL COM NEWstock$20,159
-0.8%
609
-0.8%
0.00%0.0%
UBER SellUBER TECHNOLOGIES INC COMstock$18,396
-14.8%
400
-20.0%
0.00%0.0%
OLN BuyOLIN CORP COM PAR USD1stock$24,736
+147.9%
494
+154.6%
0.00%
+100.0%
 ATLASSIAN CORPORATION CL Astock$21,646
+20.1%
1070.0%0.00%
+100.0%
AZN SellASTRAZENECA PLC- SPONS ADRadr$24,108
-9.6%
356
-4.3%
0.00%0.0%
URI  UNITED RENTALS INC COMstock$27,842
+0.1%
620.0%0.00%0.0%
PRFZ BuyPOWERSHARES FTSE RAFI US 1500 S/M PTetf$28,586
-3.6%
866
+403.5%
0.00%0.0%
BOTZ BuyGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf$22,131
+103.4%
895
+136.8%
0.00%
+100.0%
ECL SellECOLAB INC COMstock$19,722
-33.2%
116
-26.6%
0.00%0.0%
ANET  ARISTA NETWORKS INC COMstock$19,864
+13.5%
1080.0%0.00%
+100.0%
ADM BuyARCHER DANIELS MIDLAND CO COMstock$30,100
+0.4%
399
+0.8%
0.00%0.0%
F SellFORD MOTOR COMPANYstock$19,715
-21.9%
1,587
-4.8%
0.00%0.0%
IJK  ISHARES S&P MIDCAP 400 GROWTH INDEXetf$18,493
-3.7%
2560.0%0.00%0.0%
JUPW NewSAFETY SHOT INC COM NEWstock$22,425–15,000
+100.0%
0.00%–
BIV SellVANGUARD INTERMEDIATE-TERM BOND ETFetf$23,598
-16.8%
326
-13.3%
0.00%0.0%
KLAC SellKLA-TENCOR CORPstock$25,590
-17.1%
55
-12.7%
0.00%
-33.3%
KKR BuyKKR & CO INC COMstock$18,746
+383.6%
304
+340.6%
0.00%–
ABC BuyCENCORA INC COMstock$27,249
+107.5%
151
+122.1%
0.00%
+100.0%
PH BuyPARKER-HANNIFIN CORP COMstock$27,277
+220.1%
70
+233.3%
0.00%
+100.0%
VGT  VANGUARD INFORMATION TECHNOLOGYetf$29,065
-6.1%
700.0%0.00%
-33.3%
BuyCIVITAS RESOURCES INC COM NEWstock$20,067
+19.1%
248
+2.5%
0.00%
+100.0%
GSIE BuyGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf$25,415
-4.0%
846
+0.2%
0.00%0.0%
SPLV BuyPOWERSHARES SP500 LOW VOLATILITY ETFetf$26,348
-5.8%
448
+0.7%
0.00%0.0%
PGX BuyPOWERSHARES GLOBAL PREFERRED ETFetf$19,182
+690.7%
1,751
+722.1%
0.00%–
CHTR  CHARTER COMMUNICATIONS INC NEW CL Astock$25,070
+19.7%
570.0%0.00%0.0%
DOW SellDOW INC COMstock$29,284
-9.2%
567
-6.3%
0.00%
-33.3%
TROW BuyT ROWE PRICE GROUP INCstock$19,672
+41.1%
187
+50.8%
0.00%
+100.0%
IYK  ISHARES DOW JONES US CONSUMER GOODSetf$21,456
-6.9%
1150.0%0.00%0.0%
HBAN BuyHUNTINGTON BANCSHARES INC COMstock$27,087
-2.1%
2,604
+1.4%
0.00%0.0%
VMC BuyVULCAN MATLS CO COMstock$26,309
-10.2%
130
+0.8%
0.00%0.0%
WBA SellWALGREENS BOOTS ALLIANCE INC COMstock$19,248
-31.4%
865
-12.1%
0.00%0.0%
SPXN BuyPROSHARES S&P 500 EX-FINANCIALS ETFetf$20,403
-3.3%
220
+0.5%
0.00%0.0%
W  WAYFAIR INC CL Astock$21,987
-6.8%
3630.0%0.00%0.0%
FXL  FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf$29,283
-3.4%
2630.0%0.00%0.0%
CE BuyCELANESE CORPORATIONstock$24,058
+9.0%
191
+0.5%
0.00%0.0%
ARKF BuyARK FINTECH INNOVATION ETFetf$24,820
+69.8%
1,282
+83.4%
0.00%
+100.0%
HLT  HILTON WORLDWIDE HLDGS INC COMstock$22,227
+3.2%
1480.0%0.00%0.0%
IMCV BuyISHARES TR MID VAL INDEX ETFetf$21,032
+33.1%
347
+39.9%
0.00%
+100.0%
 SPDR GOLD MINISHARES TRUSTetf$29,481
-3.8%
8040.0%0.00%
-33.3%
IRM BuyIRON MTN INC DEL COMreit$27,589
+5.8%
464
+1.1%
0.00%0.0%
RIO BuyRIO TINTO PLC SPON ADRadr$28,612
+2.4%
449
+2.7%
0.00%0.0%
FNF BuyFIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock$24,541
+6035.2%
594
+5300.0%
0.00%–
FIS BuyFIDELITY NATL INFO SVCSstock$26,756
+335.8%
484
+332.1%
0.00%
+100.0%
SPGI SellS&P GLOBAL INC COMstock$22,333
-32.9%
61
-26.5%
0.00%
-33.3%
MDT BuyMEDTRONIC PLC SHSstock$28,990
-9.2%
369
+1.9%
0.00%
-33.3%
MPC BuyMARATHON PETE CORPstock$28,745
+54.6%
189
+18.9%
0.00%0.0%
TT  TRANE TECHNOLOGIES PLC SHSstock$26,719
+6.5%
1310.0%0.00%0.0%
FHLC BuyFIDELITY MSCI HEALTH CARE INDEX ETFetf$20,440
-3.7%
337
+0.3%
0.00%0.0%
CWT BuyCALIFORNIA WTR SVC GROUP COMstock$20,324
-7.9%
429
+0.5%
0.00%0.0%
ROCK  GIBRALTAR INDS INC COMstock$25,519
+7.3%
3780.0%0.00%0.0%
CWB  SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf$27,424
-3.1%
4040.0%0.00%0.0%
HES  HESS CORP COMstock$20,474
+12.9%
1330.0%0.00%
+100.0%
MCK SellMCKESSON CORPstock$20,665
-2.3%
47
-4.1%
0.00%0.0%
SLV  ISHARES SILVER TRUST ETFetf$19,404
-2.6%
9540.0%0.00%0.0%
IYC  ISHARES DJ US CONSUMER SERVICESetf$12,236
-5.9%
1820.0%0.00%0.0%
OGN SellORGANON & CO COMMON STOCKstock$6,226
-21.2%
358
-5.5%
0.00%0.0%
HJEN BuyDIREXION HYDROGEN ETFetf$12,588
-9.7%
1,048
+0.3%
0.00%0.0%
ASH  ASHLAND INC COMstock$10,210
-6.0%
1250.0%0.00%0.0%
VVV  VALVOLINE INC COMstock$11,058
-14.1%
3430.0%0.00%0.0%
EBAY  EBAY INCstock$16,558
-1.2%
3750.0%0.00%0.0%
EXG BuyEATON VANCE TAX MANAGED GLOBAL EQUITYcef$7,843
-4.9%
1,064
+2.2%
0.00%0.0%
HDRO  DEFIANCE NEXT GEN H2 ETFetf$9,434
-20.3%
1,4250.0%0.00%0.0%
NewJACOBS SOLUTIONS INC COMstock$6,825–50
+100.0%
0.00%–
MNST  MONSTER BEVERAGE CORP NEW COMstock$11,437
-7.8%
2160.0%0.00%0.0%
 GLOBAL X HYDROGEN ETFetf$8,794
-19.7%
1,1900.0%0.00%0.0%
ARI BuyAPOLLO COML REAL EST FIN INC COMreit$6,291
-7.9%
621
+3.0%
0.00%0.0%
VOOG SellVANGUARD S&P 500 GROWTH ETFetf$13,819
-52.6%
55
-51.8%
0.00%
-50.0%
BAX SellBAXTER INTL INC COMstock$11,325
-47.6%
300
-36.7%
0.00%
-50.0%
GOGL  GOLDEN OCEAN GROUP LTD SHS NEWstock$7,005
+4.4%
8890.0%0.00%0.0%
IEI SellISHARES 3-7 YR TREASURY BOND ETFetf$15,842
-54.9%
140
-53.9%
0.00%
-66.7%
RYAAY SellRYANAIR HOLDINGS PLC SPONSORED ADSadr$7,194
-29.3%
74
-19.6%
0.00%0.0%
BLV BuyVANGUARD LONG-TERM BOND ETFetf$7,370
-9.5%
109
+0.9%
0.00%0.0%
RHP BuyRYMAN HOSPITALITY PPTYS INC COMreit$11,196
-9.4%
134
+0.8%
0.00%0.0%
EVRG BuyEVERGY INC COMstock$16,604
-10.3%
327
+3.5%
0.00%
-50.0%
DRIV BuyGLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf$8,652
-9.2%
368
+0.8%
0.00%0.0%
MXF BuyMEXICO FD INC COMcef$15,213
-0.7%
923
+1.1%
0.00%0.0%
SBAC  SBA COMMUNICATIONS CORP NEW CL Areit$11,366
-13.3%
560.0%0.00%0.0%
VWOB BuyVANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf$14,139
+2739.2%
239
+2887.5%
0.00%–
BLOK  AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf$7,902
-12.4%
3960.0%0.00%0.0%
CWENA BuyCLEARWAY ENERGY INC CL Astock$16,685
-25.0%
837
+1.7%
0.00%
-50.0%
BBY BuyBEST BUY INC COMstock$6,148
-14.3%
88
+1.1%
0.00%0.0%
SPAB SellSPDR PORTFOLIO AGGREGATE BOND ETFetf$16,099
-65.5%
661
-64.1%
0.00%
-75.0%
APTV BuyDELPHI AUTOMOTIVE PLC COMstock$15,208
+42.9%
154
+48.1%
0.00%0.0%
IWB SellISHARES TR RUSSELL 1000 INDEX ETFetf$16,922
-16.4%
72
-13.3%
0.00%
-50.0%
KEY SellKEYCORP COMstock$7,182
-80.7%
667
-83.4%
0.00%
-66.7%
XLV BuyHEALTH CARE SELECT SECTOR SPDRetf$13,362
+64.0%
103
+68.9%
0.00%0.0%
AIG BuyAMERICAN INTL GROUP INC COM NEWstock$10,796
+5.9%
178
+0.6%
0.00%0.0%
SHV BuyISHARES TR LEHMAN SHORT TREA BDFDetf$12,609
+1.3%
114
+1.8%
0.00%0.0%
ISRG SellINTUITIVE SURGICAL, INC.stock$9,034
-52.7%
30
-45.5%
0.00%
-50.0%
AAL BuyAMERICAN AIRLS GROUP INC COMstock$13,704
-23.6%
1,069
+6.9%
0.00%0.0%
IIIN  INSTEEL INDS INC COMstock$15,148
+4.4%
4660.0%0.00%0.0%
LIT BuyGLOBAL X LITHIUM & BATTERY TECH ETFetf$7,561
-14.9%
137
+0.7%
0.00%0.0%
VONG  VANGRD RUSSELL 1000 ETF GROWTH ETFetf$7,366
-3.1%
1070.0%0.00%0.0%
VMBS BuyVANGUARD MORTGAGE BACKED SECURITIES ETFetf$8,524
-4.0%
194
+0.5%
0.00%0.0%
VCIT SellVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf$11,796
-20.2%
155
-17.1%
0.00%0.0%
SCHP  SCHWAB US TIPS ETFetf$9,179
-3.7%
1810.0%0.00%0.0%
ALLY BuyALLY FINL INC COMstock$7,441
-0.2%
278
+0.7%
0.00%0.0%
GM BuyGENERAL MOTORS CORPstock$13,187
-12.1%
399
+2.6%
0.00%0.0%
PEN  PENUMBRA INC COMstock$9,933
-29.7%
410.0%0.00%0.0%
BR  BROADRIDGE FIN SOLstock$14,830
+8.6%
820.0%0.00%0.0%
CINF BuyCINCINNATI FINL CORP COMstock$13,538
+70.2%
132
+63.0%
0.00%0.0%
ALGN BuyALIGN TECHNOLOGY INC COMstock$10,076
+58.3%
33
+83.3%
0.00%0.0%
BABA  ALIBABA GROUP HLDG LTD SPONSORED ADSadr$10,149
+4.1%
1170.0%0.00%0.0%
IKNA  IKENA ONCOLOGY INC COMstock$12,986
-34.0%
2,9990.0%0.00%
-50.0%
EXPE BuyEXPEDIA GROUP INC COM NEWstock$11,106
+49.8%
107
+59.7%
0.00%0.0%
IWV  ISHARES RUSSELL 3000 ETFetf$13,812
-3.7%
560.0%0.00%0.0%
AKAM  AKAMAI TECHstock$10,654
+18.5%
1000.0%0.00%0.0%
ABNB  AIRBNB INC COM CL Astock$10,016
+7.1%
730.0%0.00%0.0%
AEM BuyAGNICO EAGLE MINES LTD COMstock$13,060
-8.5%
287
+0.7%
0.00%0.0%
A  AGILENT TECH INCstock$13,944
-6.8%
1240.0%0.00%0.0%
SellKYNDRYL HLDGS INC COMMON STOCKstock$10,540
-2.1%
698
-13.9%
0.00%0.0%
VRTX SellVERTEX PHARMACEUTICALS INstock$17,735
-3.1%
51
-1.9%
0.00%
-50.0%
IHI SellISHARES TR DOW JONES US MEDICAL DEVICES INDEXetf$9,710
-60.9%
200
-54.5%
0.00%
-50.0%
SSRM  SSR MINING IN COMstock$13,290
-6.3%
1,0000.0%0.00%0.0%
VIAC BuyCBS CORP CL Bstock$8,172
-18.7%
633
+0.3%
0.00%0.0%
VTRS SellVIATRIS INC COMstock$12,043
-4.5%
1,221
-3.3%
0.00%0.0%
CME  CHICAGO MERCANTILE HLDGS INCstock$12,143
+8.7%
600.0%0.00%0.0%
CDL BuyVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETFetf$14,657
-3.3%
270
+1.1%
0.00%0.0%
LRCX  LAM RESEARCH CORPstock$11,138
-2.2%
170.0%0.00%0.0%
VIPS NewVIPSHOP HLDGS LTD SPONSORED ADS Aadr$8,405–525
+100.0%
0.00%–
IYJ  ISHARES DJ US INDUSTRIALetf$11,793
-4.9%
1160.0%0.00%0.0%
VEGI  ISHARES MSCI AGRICULTURE PRODUCERS ETFetf$9,611
-3.6%
2520.0%0.00%0.0%
IR  INGERSOLL RAND INC COMstock$6,391
-2.5%
1000.0%0.00%0.0%
PEAK NewHEALTH CARE PPTY INVS INCreit$11,989–653
+100.0%
0.00%–
GWW BuyGRAINGER W W INC COMstock$13,859
-12.0%
20
+5.3%
0.00%0.0%
AMD  ADVANCED MICRO DEVICES INC COMstock$10,353
-9.7%
1000.0%0.00%0.0%
VOYA BuyVOYA FINANCIAL INC COMstock$6,318
-6.8%
95
+1.1%
0.00%0.0%
IEX NewIDEX CORP COMstock$9,569–46
+100.0%
0.00%–
BXMT BuyBLACKSTONE MTG TR INC COM CL Areit$8,587
+7.4%
394
+2.6%
0.00%0.0%
H BuyHYATT HOTELS CORPORATIONstock$12,956
-7.3%
122
+0.8%
0.00%0.0%
WAB BuyWABTEC COMstock$15,031
+606.0%
141
+642.1%
0.00%–
IJS  ISHARES S&P SMALLCAP 600 VALUE ETFetf$9,399
-6.2%
1050.0%0.00%0.0%
SPOT  SPOTIFY TECHNOLOGY S A SHSstock$7,732
-3.7%
500.0%0.00%0.0%
NCR  NCR CORPstock$6,743
+7.0%
2500.0%0.00%0.0%
DNP BuyDNP SELECT INCOME FD INCcef$7,191
-7.3%
755
+2.0%
0.00%0.0%
URA  GLOBAL X URANIUM ETFetf$14,142
+24.6%
5230.0%0.00%0.0%
CNI  CANADIAN NATIONAL RAILWAY COstock$8,884
-10.5%
820.0%0.00%0.0%
SCHA BuySCHWAB U.S. SMALL-CAP ETFetf$17,161
-5.1%
414
+0.5%
0.00%0.0%
FHI BuyFEDERATED INVS PA CL B CLASS Bstock$17,430
-4.7%
514
+0.8%
0.00%
-50.0%
WEN BuyWENDYS CO COMstock$6,606
-5.0%
323
+1.3%
0.00%0.0%
ASML SellASML HOLDING N V N Y REGISTRY SHSadr$11,803
-29.2%
20
-13.0%
0.00%0.0%
PSA  PUBLIC STORAGE INCreit$15,886
-9.5%
600.0%0.00%0.0%
SCHG  SCHWAB U.S. LARGE-CAP GROWTH ETFetf$12,030
-2.9%
1650.0%0.00%0.0%
INSP  INSPIRE MED SYS INC COMstock$8,911
-38.9%
440.0%0.00%0.0%
CCL  CARNIVAL CORPstock$8,566
-27.1%
6240.0%0.00%0.0%
PWR  QUANTA SVCS INC COMstock$8,255
-4.8%
440.0%0.00%0.0%
QQEW  FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf$7,749
-2.6%
740.0%0.00%0.0%
EDOC  GLOBAL X TELEMEDICINE & DIGITAL HEALTH ETF REGISTEREDetf$12,476
-21.1%
1,3590.0%0.00%0.0%
FPX  FIRST TRUST US EQUITY OPPORTUNITIES ETFetf$11,757
-4.8%
1400.0%0.00%0.0%
RL BuyRALPH LAUREN CORP CL Astock$10,253
-5.3%
88
+1.1%
0.00%0.0%
BKNG  BOOKING HOLDINGS INC COMstock$6,168
+14.2%
20.0%0.00%–
HOG BuyHARLEY DAVIDSON INCstock$9,205
-5.6%
278
+0.4%
0.00%0.0%
IGF NewISHARES TRUST S&P GLOBAL INFRASTRUCTURetf$6,580–152
+100.0%
0.00%–
CF  CF INDS HLDGS INC COMstock$7,078
+24.2%
820.0%0.00%–
WOPEY  WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr$8,163
+0.4%
3500.0%0.00%0.0%
EWMC  INVESCO S&P MIDCAP 400 GARP ETFetf$11,839
-3.9%
1350.0%0.00%0.0%
NXST BuyNEXSTAR MEDIA GROUP INC COMMON STOCKstock$10,928
-13.2%
76
+1.3%
0.00%0.0%
O BuyREALTY INCOME CORPreit$15,172
-15.6%
303
+1.0%
0.00%0.0%
MDYG BuySPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf$17,984
-3.2%
260
+0.4%
0.00%
-50.0%
SWBI NewSMITH & WESSON BRANDS INC COMstock$11,140–862
+100.0%
0.00%–
RS  RELIANCE STEEL & ALUMINUM CO COMstock$15,789
-3.1%
600.0%0.00%0.0%
COO  COOPER COS INC COM NEWstock$8,500
-17.1%
260.0%0.00%0.0%
SPLK  SPLUNK INC COMstock$7,313
+37.9%
500.0%0.00%–
EQNR BuySTATOIL ASA SPONSORED ADR CMNadr$7,735
+14.7%
235
+2.2%
0.00%0.0%
SQ BuyBLOCK INC CL Astock$17,394
-10.8%
393
+34.1%
0.00%
-50.0%
SWKS BuySKYWORKS SOLUTIONS INC COMstock$9,713
+5.8%
98
+19.5%
0.00%0.0%
MDYV BuySPDR S&P 400 MID CAP VALUE ETFetf$6,833
-5.3%
105
+1.0%
0.00%0.0%
ILF NewISHARES S&P LATIN AMERICA 40 INDEXetf$7,285–285
+100.0%
0.00%–
HUM SellHUMANA INC COMstock$10,083
-72.4%
20
-75.3%
0.00%
-66.7%
RPV BuyINVESCO S&P 500 PURE VALUE ETFetf$13,353
-4.6%
181
+0.6%
0.00%0.0%
SITC BuySITE CTRS CORP COMreit$8,542
-5.8%
692
+0.9%
0.00%0.0%
SLF  SUN LIFE FINANCIAL INC. COMstock$8,288
-6.4%
1690.0%0.00%0.0%
BOKF BuyBOK FINL CORP COM NEWstock$15,684
-0.3%
196
+1.0%
0.00%0.0%
FYBR  FRONTIER COMMUNICATIONS PARENT COMstock$10,799
-16.0%
6900.0%0.00%0.0%
IEF BuyISHARES 7-10 YR TREASURY BOND ETFetf$7,587
+3.0%
82
+7.9%
0.00%0.0%
CGBD BuyCARLYLE SECURED LENDING INC COMcef$7,134
+2.5%
491
+2.7%
0.00%0.0%
NS BuyNUSTAR ENERGY LP UNIT COMstock$11,312
+4.3%
648
+2.5%
0.00%0.0%
DJP  IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf$8,485
+5.1%
2640.0%0.00%0.0%
UJAN  INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYetf$13,223
-0.5%
4060.0%0.00%0.0%
MSI BuyMOTOROLA SOLUTIONS INC COM NEWstock$10,891
-6.9%
40
+2.6%
0.00%0.0%
RGEN BuyREPLIGEN CORP COMstock$17,491
+174.8%
110
+144.4%
0.00%0.0%
AVNW  AVIAT NETWORKS INC COM NEWstock$6,240
-6.5%
2000.0%0.00%0.0%
TRGP BuyTARGA RES CORP COMstock$14,634
+57.6%
170
+39.3%
0.00%0.0%
NTES BuyNETEASE INC SPONSORED ADSadr$8,626
+4.1%
86
+1.2%
0.00%0.0%
THW BuyTEKLA WORLD HEALTHCARE FD BEN INT SHScef$6,172
-14.1%
526
+2.7%
0.00%0.0%
CBSH BuyCOMMERCE BANCSHARES INC COMstock$8,708
-0.9%
181
+0.6%
0.00%0.0%
BuyBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock$10,882
+3.0%
326
+0.9%
0.00%0.0%
TENB  TENABLE HLDGS INC COMstock$9,462
+2.9%
2110.0%0.00%0.0%
TDC  TERADATA CORPstock$9,004
-15.7%
2000.0%0.00%0.0%
SPXX NewNUVEEN S&P 500 DYNAMIC OVERWRI COMcef$12,108–817
+100.0%
0.00%–
 FRANKLIN BSP RLTY TR INC COMMON STOCKreit$9,242
-6.5%
6980.0%0.00%0.0%
ARKQ  ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf$10,163
-6.9%
1930.0%0.00%0.0%
AZO  AUTOZONE INC COMstock$10,160
+1.9%
40.0%0.00%0.0%
DDOG  DATADOG INC CL A COMstock$8,198
-7.4%
900.0%0.00%0.0%
DG SellDOLLAR GEN CORP NEW COMstock$11,970
-51.0%
113
-21.0%
0.00%
-50.0%
SellRIVIAN AUTOMOTIVE INC COM CL Astock$6,352
-23.2%
261
-47.4%
0.00%0.0%
FOXA BuyFOX CORP CL A COMstock$10,265
-7.5%
329
+0.9%
0.00%0.0%
SellGE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock$17,020
-16.6%
250
-0.4%
0.00%
-50.0%
PFEB  INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYetf$7,888
-1.1%
2590.0%0.00%0.0%
ZBH SellZIMMER HLDGS INCstock$11,645
-25.7%
103
-3.7%
0.00%0.0%
ADSK SellAUTODESK INCstock$7,242
-47.2%
35
-47.8%
0.00%0.0%
TM BuyTOYOTA MOTOR CORP ADSadr$14,740
+123.6%
82
+100.0%
0.00%0.0%
FITB SellFIFTH THIRD BANCORPstock$14,611
-6.5%
576
-3.4%
0.00%0.0%
COLB BuyCOLUMBIA BKG SYS INC COMstock$6,789
+1.9%
334
+1.8%
0.00%0.0%
TREX  TREX CO INC COMstock$13,435
-6.0%
2180.0%0.00%0.0%
TFC BuyTRUIST FINL CORP COMstock$12,368
+15.7%
432
+22.7%
0.00%0.0%
IDRV SellISHARES SELF-DRIVING EV & TECH ETFetf$11,941
-10.5%
321
-1.5%
0.00%0.0%
FTV BuyFORTIVE CORP COMstock$8,801
+284.0%
118
+293.3%
0.00%–
SAP BuySAP AKTIENGESELLSCHAFT ADRadr$6,595
+296.8%
51
+325.0%
0.00%–
ZM  ZOOM VIDEO COMMUNICATIONS INC CL Astock$9,092
+3.0%
1300.0%0.00%0.0%
EME NewEMCOR GROUP INC COMstock$7,364–35
+100.0%
0.00%–
DOCU SellDOCUSIGN INC COMstock$6,300
-45.2%
150
-33.3%
0.00%0.0%
MCHP  MICROCHIP TECHNOLOGY INCstock$9,413
-12.4%
1200.0%0.00%0.0%
SNY BuySANOFI SAadr$13,410
+107.3%
250
+108.3%
0.00%0.0%
IXP  ISHARES GLOBAL COMM SERVICES ETFetf$14,335
-0.1%
2090.0%0.00%0.0%
NTB  BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock$7,582
-1.0%
2800.0%0.00%0.0%
PICK  ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf$10,728
-1.7%
2690.0%0.00%0.0%
POWW  AMMO INC COMstock$10,100
-5.2%
5,0000.0%0.00%0.0%
OMC BuyOMNICOM GROUP INC COMstock$9,711
+182.6%
130
+261.1%
0.00%–
SPYV SellSPDR PORTFOLIO S&P 500 VALUE ETFetf$7,512
-17.2%
182
-13.3%
0.00%0.0%
DFS BuyDISCOVER FINANCIAL SERVICES LLCstock$17,603
+91.7%
203
+160.3%
0.00%0.0%
OHI BuyOMEGA HEALTHCARE INVESTORS INCreit$7,911
+53.4%
238
+41.7%
0.00%–
XLC  COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf$6,132
+1.0%
930.0%0.00%–
MGM  MGM RESORTS INTERNATIONALstock$12,504
-16.3%
3400.0%0.00%0.0%
NewCRH PLC ORDstock$9,742–178
+100.0%
0.00%–
VFC BuyV F CORP COMstock$1,912
-5.9%
108
+1.9%
0.00%–
 VBI VACCINES INC CDA COM NEWstock$11
-79.2%
160.0%0.00%–
UWMC  UWM HOLDINGS CORPORATION COM CL Astock$1,455
-13.4%
3000.0%0.00%–
GDX  MARKET VECTORS GOLD MINERS INDEX ETFetf$4,047
-10.6%
1500.0%0.00%–
MOAT  VANECK MORNINGSTAR WIDE MOAT ETFetf$3,938
-4.9%
510.0%0.00%–
SMH  SEMICONDUCTOR HOLDRSTR DEP RCPTetf$5,895
-4.8%
400.0%0.00%
-100.0%
ARRY NewARRAY TECHNOLOGIES INC COM SHSstock$4,771–215
+100.0%
0.00%–
VIOG  VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf$4,000
-4.6%
420.0%0.00%–
ANSS  ANSYS INCstock$1,190
-9.9%
40.0%0.00%–
IVOG  VANGUARD S&P MID-CAP 400 GROWTH ETFetf$4,380
-3.4%
480.0%0.00%–
XBUY  AMPLIFY EMERGING MARKETS FINTECH ETFetf$1,010
-6.0%
500.0%0.00%–
BATT  AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETFetf$1,202
-13.9%
1060.0%0.00%–
EXP ExitEAGLE MATLS INC COMstock$0–0
+100.0%
0.00%–
APH  AMPHENOL CORP CL Astock$3,543
-0.9%
420.0%0.00%–
ExitNCINO INC COMstock$0–-90
-100.0%
0.00%–
AWK NewAMERICAN WATER WORKS COstock$371–3
+100.0%
0.00%–
VPL SellVANGUARD PACIFIC STOCKetf$3,344
-22.8%
50
-19.4%
0.00%–
AOUT NewAMERICAN OUTDOOR BRANDS INC COMstock$1,518–155
+100.0%
0.00%–
VDC  VANGUARD CONSUMER STAPLES ETFetf$5,180
-5.4%
280.0%0.00%–
AEE BuyAMEREN CORPstock$5,239
-7.7%
70
+1.4%
0.00%–
AMED  AMEDISYS INC COMstock$280
+2.2%
30.0%0.00%–
DIT  AMCON DISTRG CO COM NEWstock$5,566
+1.6%
270.0%0.00%–
ALSN  ALLISON TRANSMISSION HLDGS INC COMstock$2,300
+4.8%
380.0%0.00%–
CSTL ExitCASTLE BIOSCIENCES INC COMstock$0–-50
-100.0%
0.00%–
AB NewALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock$1,518–50
+100.0%
0.00%–
ARE  ALEXANDRIA REAL ESTATE EQ INC COMreit$613
-10.9%
60.0%0.00%–
VXF  VANGUARD EXTENDED MARKET ETFetf$5,896
-3.4%
410.0%0.00%
-100.0%
ALRM  ALARM COM HLDGS INC COMstock$673
+18.5%
110.0%0.00%–
VRSK  VERISK ANALYTICS INC COMstock$1,908
+4.6%
80.0%0.00%–
VERU  VERU INC COMstock$1,079
-39.6%
1,5000.0%0.00%–
VIAV  JDS UNIPHASE CORPstock$1,115
-19.3%
1220.0%0.00%–
VICI  VICI PPTYS INC COMreit$60
-6.2%
20.0%0.00%–
VFF  VILLAGE FARMS INTL INC COMstock$327
+32.9%
4100.0%0.00%–
SPCE  VIRGIN GALACTIC HOLDINGS INC COMstock$286
-53.6%
1590.0%0.00%–
AMG SellAFFILIATED MANAGERS GROUP INCstock$30
-99.9%
0
-100.0%
0.00%
-100.0%
VC  VISTEON CORP COM NEWstock$1,381
-3.8%
100.0%0.00%–
AVAV  AEROVIRONMENT INC COMstock$2,788
+9.0%
250.0%0.00%–
VOD  VODAFONE GROUP NEW ADR Fadr$251
+0.4%
260.0%0.00%–
ASIX  ADVANSIX INC COMstock$373
-11.2%
120.0%0.00%–
WEC BuyWEC ENERGY GROUP INC COMstock$5,397
-7.9%
67
+1.5%
0.00%–
MSOS  ADVISORSHARES PURE US CANNABIS ETFetf$1,588
+43.3%
2000.0%0.00%–
ATVI BuyACTIVISION INCstock$3,291
+12.3%
35
+2.9%
0.00%–
WSO SellWATSCO INCstock$380
-95.3%
1
-95.2%
0.00%
-100.0%
WELL  HEALTH CARE REIT INCreit$168
+2.4%
20.0%0.00%–
WST  WEST PHARMACEUTICAL SVSC INC COMstock$2,258
-1.9%
60.0%0.00%–
WDC  WESTERN DIGITAL CORP. COMstock$1,819
+20.3%
390.0%0.00%–
CASY ExitCASEYS GEN STORES INCstock$0–-22
-100.0%
0.00%–
WPM  SILVER WHEATON CORPstock$3,139
-5.8%
770.0%0.00%–
WHR  WHIRLPOOL CORP COMstock$1,632
-9.0%
120.0%0.00%–
WMB BuyWILLIAMS COS INC COMstock$3,921
+72.0%
116
+68.1%
0.00%–
WSC  WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock$291
-13.1%
70.0%0.00%–
DHS BuyWISDOMTREE U.S. HIGH DIVIDEND FUNDetf$5,113
-0.9%
65
+1.6%
0.00%–
DLN  WISDOMTREE LARGE CAP DIVIDENDetf$5,038
-2.7%
810.0%0.00%–
DTN BuyWISDOMTREE U.S. AI ENHANCED VALUE FUNDetf$4,656
-4.1%
52
+2.0%
0.00%–
AWP  ALPINE GLOBAL PREMIER PROPERTIES FDcef$4
-20.0%
10.0%0.00%–
ARKW  ARK NEXT GENERATION INTERNET ETFetf$1,354
-7.6%
250.0%0.00%–
WDAY SellWORKDAY INC CL Astock$2,149
-83.3%
10
-82.5%
0.00%
-100.0%
WKHS  WORKHORSE GROUP INC COM NEWstock$12
-53.8%
300.0%0.00%–
WK  WORKIVA INC COM CL Astock$912
-0.3%
90.0%0.00%–
XEL  XCEL ENERGY INC COMstock$58
-7.9%
10.0%0.00%–
XPEV  XPENG INC ADSadr$184
+37.3%
100.0%0.00%–
ARKG  ARK GENOMIC REVOLUTION ETFetf$4,103
-18.3%
1470.0%0.00%–
 ZIMVIE INC COMstock$94
-16.1%
100.0%0.00%–
ZBRA  ZEBRA TECHNOLOGIES CORPORATION CL Astock$5,677
-20.0%
240.0%0.00%
-100.0%
Z  ZILLOW GROUP INC CL C CAP STKstock$3,600
-8.2%
780.0%0.00%–
ZION SellZIONS BANCORPORATION N A COMstock$1,237
-92.5%
35
-94.3%
0.00%
-100.0%
ADNT NewADIENT PLC ORD SHSstock$73–2
+100.0%
0.00%–
DOX  AMDOCS LTD SHSstock$708
-14.2%
80.0%0.00%–
 BROOKFIELD REINS LTD CL A EXCH LT VTGstock$256
-6.9%
80.0%0.00%–
BG  BUNGE LIMITED Fstock$1,281
+15.4%
110.0%0.00%–
CMCL BuyCALEDONIA MNG CORP PLC SHS NEWstock$227
-14.0%
23
+4.5%
0.00%–
CCEP  COCA COLA ENTERPRISEINCstock$3,596
-3.0%
570.0%0.00%–
FERG  FERGUSON PLC NEW SHSstock$335
+4.4%
20.0%0.00%–
HTOO  FUSION FUEL GREEN PLC CL Astock$1,174
-64.2%
1,2810.0%0.00%–
ICLR SellICON PLC SHSstock$493
-86.9%
2
-86.7%
0.00%–
IVZ BuyINVESCO PLC NEW SPONSORED ADRstock$571
-12.4%
39
+2.6%
0.00%–
JCI SellJOHNSON CTLS INCstock$1,210
-81.7%
22
-77.3%
0.00%
-100.0%
AMN  AMN HEALTHCARE SVCS INC COMstock$767
-21.9%
90.0%0.00%–
AOSL  ALPHA & OMEGA SEMICONDUCTOR LT SHSstock$2,984
-9.0%
1000.0%0.00%–
NewJOBY AVIATION INC COMMON STOCKstock$1,935–300
+100.0%
0.00%–
NCLH  NORWEGIAN CRUISE LINE HLDG LTD SHSstock$165
-24.3%
100.0%0.00%–
STX  SEAGATE TECHNOLOGYstock$828
+8.0%
120.0%0.00%–
FOXF ExitFOX FACTORY HLDG CORP COMstock$0–-35
-100.0%
0.00%–
CRSP  CRISPR THERAPEUTICS AG NAMEN AKTstock$2,769
-19.2%
610.0%0.00%–
TEL BuyTE CONNECTIVITY LTDstock$3,088
+143.7%
25
+177.8%
0.00%–
GLOB  GLOBANT S A COMstock$1,583
+10.1%
80.0%0.00%–
KRNT  KORNIT DIGITAL LTD SHSstock$208
-35.6%
110.0%0.00%–
VBLT NewNOTABLE LABS LTD ORD SHSstock$367–1,500
+100.0%
0.00%–
AES  AES CORPstock$1,456
-26.1%
950.0%0.00%–
QS ExitQUANTUMSCAPE CORP COM CL Astock$0–-25
-100.0%
0.00%–
ExitGXO LOGISTICS INCORPORATED COMMON STOCKstock$0–-70
-100.0%
0.00%–
ARES ExitARES MANAGEMENT CORPORATION CL A COM STKstock$0–-7
-100.0%
0.00%–
DKS ExitDICKS SPORTING GOODS INC COMstock$0–0
+100.0%
0.00%–
APPF ExitAPPFOLIO INC COM CL Astock$0–-20
-100.0%
0.00%–
AVTR ExitAVANTOR INC COMstock$0–-225
-100.0%
0.00%–
JAAA ExitJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf$0–-41
-100.0%
0.00%–
ATRC ExitATRICURE INCstock$0–-98
-100.0%
0.00%–
SU ExitSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock$0–-124
-100.0%
0.00%–
ExitAPOLLO GLOBAL MGMT INC COMstock$0–0
+100.0%
0.00%–
RAVI ExitFLEXSHARES ULTRA-SHORT INCOME FUNDetf$0–-68
-100.0%
0.00%–
CRH ExitCRH PLC ADRadr$0–-32
-100.0%
0.00%–
GWRE ExitGUIDEWIRE SOFTWARE INC COMstock$0–-51
-100.0%
0.00%–
IYH ExitISHARES TR DOW JONES U S HEALTHCAREetf$0–-6
-100.0%
0.00%–
ExitDOCEBO INC COMstock$0–-2
-100.0%
0.00%–
SPEM SellSPDR INDEX SHS FDS S&P EMERGING MKTS ETFetf$0
-100.0%
0
-100.0%
0.00%
-100.0%
 GREENIDGE GENERATION HLDGS INC CLASS A COMstock$61
+45.2%
150.0%0.00%–
LOPE  GRAND CANYON ED INCstock$1,052
+13.2%
90.0%0.00%–
INCY  INCYTE CORP COMstock$1,155
-7.2%
200.0%0.00%–
GSLC NewGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf$0–0
+100.0%
0.00%–
ILPT  INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit$332
-12.6%
1150.0%0.00%–
IIPR BuyINNOVATIVE INDL PPTYS INC COMreit$4,677
+6.0%
61
+1.7%
0.00%–
KJAN  INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYetf$5,591
-4.0%
1820.0%0.00%–
NTLA  INTELLIA THERAPEUTICS INC COMstock$2,952
-22.5%
930.0%0.00%–
GDDY  GODADDY INC CL Astock$596
-0.8%
80.0%0.00%–
IP BuyINTERNATIONAL PAPER CO COMstock$2,735
+13.0%
77
+1.3%
0.00%–
IPG BuyINTERPUBLIC GROUP COS INC COMstock$3,884
+35.7%
135
+82.4%
0.00%–
PSR BuyPOWERSHARES ACTIVE US REIT ETFetf$0–0
+100.0%
0.00%–
VBF NewINVESCO BD FD COMcef$0–0
+100.0%
0.00%–
XMMO  INVESCO S&P MIDCAP MOMENTUM ETFetf$4,039
+1.4%
500.0%0.00%–
PSCT BuyINVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFetf$3,808
-10.9%
87
+200.0%
0.00%–
CGW  INVESCO S&P GLOBAL WATER INDEX ETFetf$2,326
-9.5%
500.0%0.00%–
SPHD BuyINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf$5,800
-4.4%
147
+0.7%
0.00%–
PCY SellPOWERSHARES EMERGING MKTS SOVEREIGN DEBTetf$2,217
-92.1%
121
-91.6%
0.00%
-100.0%
TAN  INVESCO SOLAR ETFetf$1,554
-27.5%
300.0%0.00%–
VRP NewINVESCO VARIABLE RATE PREFERRED ETFetf$604–27
+100.0%
0.00%–
BuyGSK PLC SPONSORED ADRadr$0–0
+100.0%
0.00%–
LAND BuyGLADSTONE LD CORP COMreit$2,952
-11.7%
207
+1.0%
0.00%–
GPC  GENUINE PARTS CO COMstock$2,833
-14.4%
190.0%0.00%–
GEL BuyGENESIS ENERGY L P UNIT LTD PARTNstock$595
+9.8%
57
+1.8%
0.00%–
GNTX  GENTEX CORPstock$564
+11.5%
170.0%0.00%–
GTX  GARRETT MOTION INC COMstock$236
+4.0%
300.0%0.00%–
FULT BuyFULTON FINANCIAL CORP-PAstock$1,793
+2.9%
148
+1.4%
0.00%–
IGE  ISHARES NORTH AMERICAN NATURAL RESOURCESetf$1,701
+7.1%
400.0%0.00%–
FCEL  FUELCELL ENERGY INC COMstock$108
-40.3%
840.0%0.00%–
BEN BuyFRANKLIN RES INCstock$1,826
-7.0%
74
+1.4%
0.00%–
FBHS  FORTUNE BRANDS HOME & SECURITY INC WIstock$2,024
-13.3%
320.0%0.00%–
SOXX  ISHARES SEMICONDUCTOR ETFetf$4,802
-6.6%
100.0%0.00%–
IGM NewISHARES S&P NORTH AMER TECHNOLOGYetf$5,351–14
+100.0%
0.00%–
FTNT SellFORTINET INC COMstock$4,401
-41.8%
75
-25.0%
0.00%
-100.0%
FOR NewFORESTAR GROUP INC COMstock$189–7
+100.0%
0.00%–
FLNT  FLUENT INC COMstock$18
-28.0%
400.0%0.00%–
FLS  FLOWSERVE CORP COMstock$1,339
+7.6%
330.0%0.00%–
MXL ExitMAXLINEAR INC COMstock$0–-30
-100.0%
0.00%–
FLR NewFLUOR CORPstock$3,854–105
+100.0%
0.00%–
FIVE  FIVE BELOW INC COMstock$1,287
-18.1%
80.0%0.00%–
ROBT NewFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf$1,904–47
+100.0%
0.00%–
FTSL NewFIRST TRUST SENIOR LOAN FUNDetf$595–13
+100.0%
0.00%–
EMLP NewFIRST TR EXCHANGE-TRADED FD IV NORTH AMERN ENERGYetf$5,340–202
+100.0%
0.00%–
FXG  FIRST TRUST CONSUMER STAPLES ALPHADEX FUNDetf$2,150
-3.4%
350.0%0.00%–
FDN  FIRST TRUST DOW JONES INTERNET INDEX FUNDetf$3,831
-2.1%
240.0%0.00%–
FDL NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf$5,408–161
+100.0%
0.00%–
FRC  FIRST REPUBLIC BANKstock$6
-86.4%
800.0%0.00%–
TLH SellISHARES 10-20 YEAR TREASURY BOND ETFetf$796
-99.0%
8
-98.8%
0.00%
-100.0%
PFF BuyISHARES S&P U.S. PREFERRED STOCK ETFetf$2,623
+24.4%
87
+27.9%
0.00%–
FCOR NewFIDELITY CORPORATE BOND ETFetf$1,705–39
+100.0%
0.00%–
FDIS  FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFetf$3,697
-4.5%
520.0%0.00%–
IWL  ISHARES RUSSELL TOP 200 INDEXetf$3,618
-3.1%
350.0%0.00%–
HDV  ISHARES TR HIGH DIVID EQUITY FDetf$1,712
-1.9%
170.0%0.00%–
FRPH BuyFRP HLDGS INC COMstock$34
-5.6%
0
+100.0%
0.00%–
EXR NewEXTRA SPACE STORAGE INCreit$1,370–11
+100.0%
0.00%–
EXPO  EXPONENT INC COMstock$343
-8.3%
40.0%0.00%–
ISTB BuyISHARES CORE 1-5 YEAR USD BOND ETFetf$4,017
+0.2%
86
+1.2%
0.00%–
EMQQ  EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETFetf$3,085
+0.1%
1050.0%0.00%–
EVBG NewEVERBRIDGE INC COMstock$448–20
+100.0%
0.00%–
ETSY  ETSY INC COMstock$3,229
-23.7%
500.0%0.00%–
XT  ISHARES EXPONENTIAL TECHNOLOGIES ETFetf$2,649
-6.1%
500.0%0.00%–
EQR  EQUITY RESIDENTIAL SH BEN INTreit$2,811
-10.1%
470.0%0.00%–
EQC  EQUITY COMWLTH COM SH BEN INTreit$1,730
-9.3%
940.0%0.00%–
IBDO BuyISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf$3,306
+1.3%
130
+1.6%
0.00%–
EPD SellENTERPRISE PRODS PARTNERS L Pstock$1,232
-58.3%
45
-59.8%
0.00%–
IBDP BuyISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf$3,290
+1.2%
133
+0.8%
0.00%–
ETR NewENTERGY CORP NEW COMstock$1,850–20
+100.0%
0.00%–
SMMD NewISHARES RUSSELL 2500 ETFetf$4,579–84
+100.0%
0.00%–
ENTG BuyENTEGRIS INCstock$42
-16.0%
0
+100.0%
0.00%–
SellENOVIX CORPORATION COMstock$5,359
-52.6%
427
-31.9%
0.00%
-100.0%
FALN SellISHARES FALLEN ANGELS USD BOND ETFetf$453
-95.8%
18
-95.8%
0.00%
-100.0%
 ENLIVEN THERAPEUTICS INC COMstock$683
-33.1%
500.0%0.00%–
IDAT  ISHARES FUTURE CLOUD 5G AND TECH ETFetf$2,432
-3.6%
1030.0%0.00%–
ENB BuyENBRIDGE INC COMstock$2,573
-9.4%
77
+1.3%
0.00%–
 EMBECTA CORP COMMON STOCKstock$155
-29.9%
100.0%0.00%–
XVV  ISHARES ESG SCREENED S&P 500 ETFetf$5,447
-4.1%
1670.0%0.00%–
EA  ELECTRONICS ARTSstock$4,765
-7.0%
390.0%0.00%–
JPEM BuyJPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFetf$1,879
+1.4%
37
+2.8%
0.00%–
EIX BuyEDISON INTL COMstock$3,933
-7.9%
62
+1.6%
0.00%–
JBLU  JETBLUE AWYS CORP COMstock$5,152
-48.1%
1,1200.0%0.00%
-100.0%
JETS SellU.S. GLOBAL JETS ETFetf$1,703
-60.2%
100
-50.0%
0.00%–
KB  KB FINL GROUP INC SPONSORED ADRadr$2,213
+13.8%
530.0%0.00%–
KDP BuyKEURIG DR PEPPER INC COMstock$1,468
+6.1%
46
+4.5%
0.00%–
KEYS  KEYSIGHT TECHNOLOGIES INC COMstock$3,308
-21.0%
250.0%0.00%–
EQT NewEQT CORP COMstock$4,072–100
+100.0%
0.00%–
KOPN  KOPIN CORP COMstock$1,220
-43.3%
1,0000.0%0.00%–
KHC BuyKRAFT HEINZ CO COMstock$1,691
-4.1%
50
+2.0%
0.00%–
KR  KROGER CO COMstock$1,004
-4.2%
220.0%0.00%–
LI  LI AUTO INC SPONSORED ADSadr$749
+1.6%
210.0%0.00%–
DOV  DOVER CORP COMstock$3,065
-5.2%
210.0%0.00%–
LW  LAMB WESTON HLDGS INC COMstock$115
-19.0%
10.0%0.00%–
LE NewLANDS END INC NEW COMstock$0–0
+100.0%
0.00%–
EL  ESTEE LAUDER COMPANIES INCstock$146
-26.3%
10.0%0.00%–
LEA BuyLEAR CORPstock$1,476
-6.0%
11
+10.0%
0.00%–
 LEAP THERAPEUTICS INC COM NEWstock$2,122
-55.9%
1,5380.0%0.00%–
LBRDA NewLIBERTY BROADBAND CORP COM SER Astock$364–4
+100.0%
0.00%–
LBRDK NewLIBERTY BROADBAND CORP COM SER Cstock$822–9
+100.0%
0.00%–
NewLIBERTY MEDIA CORP DEL COM LBTY LIV S Cstock$289–9
+100.0%
0.00%–
NewLIBERTY MEDIA CORP DEL COM LBTY LIV S Astock$128–4
+100.0%
0.00%–
NewLIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock$917–36
+100.0%
0.00%–
NewLIBERTY MEDIA CORP DEL COM LBTY SRM S Astock$458–18
+100.0%
0.00%–
DLTR SellDOLLAR TREE INC COMstock$3,726
-52.8%
35
-36.4%
0.00%
-100.0%
LNC  LINCOLN NATL CORP IND COMstock$164
-2.4%
60.0%0.00%–
META  ROUNDHILL BALL METAVERSE ETFetf$2,846
-8.7%
3000.0%0.00%–
BETZ  ROUNDHILL SPORTS BETTING & IGAMING ETFetf$1,596
-9.4%
1000.0%0.00%–
DLB  DOLBY LABORATORIES INC COM CL Astock$1,448
-5.1%
180.0%0.00%–
LUMN  LUMEN TECHNOLOGIES INC COMstock$730
-37.2%
5140.0%0.00%–
LYFT  LYFT INC CL A COMstock$2,737
+9.9%
2590.0%0.00%–
EBLU BuyECOFIN GLOBAL WATER ESG FUNDetf$0–0
+100.0%
0.00%–
MANH  MANHATTAN ASSOCIATES INC COMstock$593
-1.2%
30.0%0.00%–
DLR  DIGITAL RLTY TR INC COMreit$3,853
+7.4%
310.0%0.00%–
MRO  MARATHON OIL CORP COMstock$1,555
+16.2%
580.0%0.00%–
MQ  MARQETA INC CLASS A COMstock$299
+22.5%
500.0%0.00%–
MMC SellMARSH & MCLENNAN COS INC COMstock$2,066
-74.4%
10
-76.2%
0.00%
-100.0%
NTRS ExitNORTHERN TR CORP COMstock$0–0
+100.0%
0.00%–
MRVL  MARVELL TECHNOLOGY GROUP LTDstock$5,625
-9.4%
1030.0%0.00%
-100.0%
FANG  DIAMONDBACK ENERGY INC COMstock$349
+18.7%
20.0%0.00%–
 MASTERBRAND INC COMMON STOCKstock$389
+4.6%
320.0%0.00%–
MKC SellMCCORMICK & CO INC COM NON VTGstock$5,644
-19.4%
74
-7.5%
0.00%
-100.0%
DVA  DAVITA INC COMstock$1,891
-5.9%
200.0%0.00%–
MMAT  META MATERIALS INC COMstock$64
-1.5%
3000.0%0.00%–
DRI  DARDEN RESTAURANTS INCstock$1,640
-13.6%
110.0%0.00%–
MVIS  MICROVISION INC DEL COM NEWstock$1,095
-52.2%
5000.0%0.00%–
MAA BuyMID-AMER APT CMNTYS INC COMreit$2,064
+125.1%
16
+166.7%
0.00%–
MIDD  MIDDLEBY CORP COMstock$512
-13.4%
40.0%0.00%–
 CUE HEALTH INC COMstock$88
+18.9%
2000.0%0.00%–
CCK  CROWN HLDGS INC COMstock$4,495
+2.1%
500.0%0.00%–
FCN ExitFTI CONSULTING INC COMstock$0–-23
-100.0%
0.00%–
NIO SellNIO INC SPON ADSadr$660
-17.9%
73
-12.0%
0.00%–
CRTO  CRITEO S A SPONS ADSadr$146
-13.6%
50.0%0.00%–
NDAQ SellNASDAQ STK MKT INCstock$2,251
-62.0%
46
-61.0%
0.00%–
NTRA  NATERA INC COMstock$4,900
-9.1%
1100.0%0.00%–
NATI  NATIONAL INSTRS CORP COMstock$737
+4.1%
120.0%0.00%–
EYE  NATIONAL VISION HLDGS INC COMstock$3,366
-33.4%
2080.0%0.00%–
NAVI BuyNAVIENT CORPORATION COMstock$1,369
-6.4%
79
+1.3%
0.00%–
NEOG  NEOGEN CORP COMstock$297
-14.7%
160.0%0.00%–
NTAP  NETAPP INCstock$3,537
-0.1%
460.0%0.00%–
CSGP  COSTAR GROUP INC COMstock$3,614
-13.6%
470.0%0.00%–
NWL BuyNEWELL BRANDS INC COMstock$587
+4.4%
65
+1.6%
0.00%–
NWSA  NEWS CORP NEW CL Astock$1,178
+2.9%
580.0%0.00%–
NEP NewNEXTERA ENERGY PARTNERS LP COM UNIT PART INstock$297–10
+100.0%
0.00%–
NI BuyNISOURCE INC COMstock$3,281
-8.9%
132
+0.8%
0.00%–
JWN  NORDSTROM INC COMstock$522
-26.1%
340.0%0.00%–
STZ  CONSTELLATION BRANDS INC CL Astock$4,726
+2.5%
180.0%0.00%–
NRT BuyNORTH EUROPEAN OIL RTY TR SH BEN INTstock$3,878
-4.3%
317
+1.6%
0.00%–
CAG BuyCONAGRA BRANDS INC COMstock$1,966
-17.7%
71
+1.4%
0.00%–
ARCC ExitARES CAPITAL CORP COMcef$0–-26
-100.0%
0.00%–
CMPS  COMPASS PATHWAYS PLC SPONSORED ADSadr$740
-10.6%
1000.0%0.00%–
FCPT ExitFOUR CORNERS PPTY TR INC COMreit$0–-35
-100.0%
0.00%–
JPS BuyNUVEEN PFD & INCOME SECS FD COMcef$1,907
-1.5%
308
+1.7%
0.00%–
CMA BuyCOMERICA INC COMstock$2,091
-0.3%
50
+2.0%
0.00%–
COLM  COLUMBIA SPORTSWEAR CO COMstock$77
-3.8%
10.0%0.00%–
ECON  COLUMBIA EMERGING MARKETS CONSUMER ETFetf$145
-2.7%
70.0%0.00%–
CYRX ExitCRYOPORT INC COM PAR USD0.001stock$0–-120
-100.0%
0.00%–
OXY BuyOCCIDENTAL PETE CORP COMstock$325
+175.4%
5
+150.0%
0.00%–
OXYWS  OCCIDENTAL PETE CORP WT EXP 080327stock$389
+15.8%
90.0%0.00%–
OPI  OFFICE PPTYS INCOME TR COM SHS BEN INTreit$249
-46.7%
600.0%0.00%–
OKTA NewOKTA INC CL Astock$82–1
+100.0%
0.00%–
OGS SellONE GAS INCstock$3,824
-64.4%
56
-60.0%
0.00%
-100.0%
GWRS ExitGLOBAL WTR RES INC COMstock$0–0
+100.0%
0.00%–
COIN  COINBASE GLOBAL INC COM CL Astock$3,003
+4.9%
400.0%0.00%–
SellORGANIGRAM HLDGS INC COMstock$354
-15.3%
268
-75.0%
0.00%–
IX  ORIX CORPORATION SPONS ADR SPONSORED ADR Cadr$712
+2.9%
70.0%0.00%–
EWH ExitISHARES INC MSCI HONG KONG INDEX FDetf$0–-90
-100.0%
0.00%–
CTSH BuyCOGNIZANT TECH SOLUTIONS CORPstock$5,844
+4.2%
86
+1.2%
0.00%–
OZON  OZON HLDGS PLC SPONSORED ADSadr$0–200.0%0.00%–
PCG NewPG&E CORP COMstock$468–29
+100.0%
0.00%–
CGNX  COGNEX CORP COMstock$342
-24.2%
80.0%0.00%–
COKE  COCA COLA CONS INC COMstock$3,184
+0.1%
50.0%0.00%–
PPL NewPPL CORP COMstock$2,116–89
+100.0%
0.00%–
PCAR  PACCAR INC COMstock$1,564
+2.0%
180.0%0.00%–
CLOV  CLOVER HEALTH INVESTMENTS CORP COM CL Astock$216
+20.7%
2000.0%0.00%–
COWZ SellPACER US CASH COWS 100 ETFetf$2,224
-85.9%
45
-86.3%
0.00%
-100.0%
CLSK  CLEANSPARK INC COM NEWstock$3,810
-11.2%
1,0000.0%0.00%–
PAYC  PAYCOM SOFTWARE INC COMstock$1,038
-19.3%
40.0%0.00%–
PCTY  PAYLOCITY HLDG CORP COMstock$363
-1.6%
20.0%0.00%–
PEGA BuyPEGASYSTEMS INC COMstock$0–0
+100.0%
0.00%–
PTON BuyPELOTON INTERACTIVE INC CL A COMstock$404
+4.9%
80
+60.0%
0.00%–
CFG BuyCITIZENS FINL GROUP INC COMstock$2,040
+5.6%
76
+2.7%
0.00%–
CMG  CHIPOTLE MEXICAN GRILL INC COMstock$3,664
-14.4%
20.0%0.00%–
CHE  CHEMED CORP NEW COMstock$1,045
-4.0%
20.0%0.00%–
MFEM BuyPIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf$3,339
-1.2%
184
+1.7%
0.00%–
PNFP SellPINNACLE FINL PARTNERS INC COMstock$537
-82.2%
8
-84.9%
0.00%–
PINS  PINTEREST INC CL Astock$2,703
-1.1%
1000.0%0.00%–
PIPR  PIPER JAFFRAY COSstock$178
+12.7%
10.0%0.00%–
PLUG  PLUG POWER INC COM NEWstock$3,496
-26.8%
4600.0%0.00%–
POR NewPORTLAND GENERAL ELECTRIC COstock$81–2
+100.0%
0.00%–
PRMW BuyCOTT CORP QUE Fstock$2,894
+10.7%
209
+0.5%
0.00%–
PFG NewPRINCIPAL FINANCIAL GROUP INCstock$2,182–30
+100.0%
0.00%–
CHPT  CHARGEPOINT HOLDINGS INC COM CL Astock$547
-43.4%
1100.0%0.00%–
NICE ExitNICE LTD SPONSORED ADRadr$0–-4
-100.0%
0.00%–
ExitLUCID GROUP INC COMstock$0–-3
-100.0%
0.00%–
PRO  PROS HOLDINGS INC COMstock$208
+12.4%
60.0%0.00%–
CRNC  CERENCE INC COMstock$570
-30.3%
280.0%0.00%–
CNC NewCENTENE CORP DEL COMstock$620–9
+100.0%
0.00%–
QRVO  QORVO INC COMstock$955
-6.4%
100.0%0.00%–
DGX  QUEST DIAGNOSTICS INCstock$1,746
-13.1%
140.0%0.00%–
 RB GLOBAL INC COMstock$703
+4.3%
110.0%0.00%–
RMR  RMR GROUP INC CL Astock$79
+5.3%
30.0%0.00%–
RYN  RAYONIER INC REITreit$2,129
-8.5%
740.0%0.00%–
KMX  CARMAX INCstock$1,415
-15.5%
200.0%0.00%–
RF BuyREGIONS FINANCIAL CORP NEWstock$2,739
-2.4%
159
+1.3%
0.00%–
RELX SellRELX PLC SPONSORED ADRadr$480
-92.2%
14
-92.4%
0.00%
-100.0%
REZI  RESIDEO TECHNOLOGIES INC COMstock$806
-10.5%
510.0%0.00%–
RIOT  RIOT PLATFORMS INC COMstock$4,665
-21.1%
5000.0%0.00%–
RBLX  ROBLOX CORP CL Astock$1,448
-28.1%
500.0%0.00%–
RKT  ROCKET COS INC COM CL Astock$1,636
-8.7%
2000.0%0.00%–
CAH BuyCARDINAL HEALTH INCstock$65
-7.1%
0
+100.0%
0.00%–
ROKU  ROKU INC COM CL Astock$1,765
+10.4%
250.0%0.00%–
ROL  ROLLINS INC COMstock$872
-12.7%
230.0%0.00%–
REGN ExitREGENERON PHARMACEUTICALS COMstock$0–-8
-100.0%
0.00%–
RY  ROYAL BANK OF CANADAstock$4,897
-8.5%
560.0%0.00%–
COF  CAPITAL ONE FINANCIAL CORPstock$5,231
-10.8%
530.0%0.00%–
CGC BuyCANOPY GROWTH CORP COMstock$849
+393.6%
1,084
+144.7%
0.00%–
SEIC  SEI INVTS CO COMstock$3,231
+1.0%
530.0%0.00%–
BuySL GREEN RLTY CORP COMreit$1,857
+26.9%
49
+2.1%
0.00%–
SLM BuySLM CORP COMstock$892
-15.8%
65
+1.6%
0.00%–
CNNE NewCANNAE HLDGS INC COMstock$3,281–176
+100.0%
0.00%–
CSIQ  CANADIAN SOLAR INC COMstock$2,116
-36.4%
860.0%0.00%–
SPEU SellSPDR PORTFOLIO EUROPE ETFetf$0
-100.0%
0
-100.0%
0.00%
-100.0%
QEFA  SPDR MSCI EAFE STRATEGICFACTORS ETFetf$1,516
-4.2%
220.0%0.00%–
SellCANADIAN PAC RAILWAYLTDstock$754
-77.3%
10
-75.6%
0.00%–
SLYG  SPDR S&P 600 SMALL CAP GROWTH ETFetf$4,490
-4.5%
610.0%0.00%–
SLYV SellSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf$3,281
-97.1%
45
-97.0%
0.00%
-100.0%
EBND SellSPDR SERIES TRUST SPDR BARCLAYS CAP EMERGING MKT LOCAL ETFetf$0
-100.0%
0
-100.0%
0.00%–
SPYG SellSPDR PORTFOLIO S&P 500 GROWTH ETFetf$3,686
-75.8%
62
-75.1%
0.00%
-100.0%
ExitTHOMSON REUTERS CORPORATION USAstock$0–-18
-100.0%
0.00%–
CMS BuyCMS ENERGY CORP COMstock$996
-4.0%
18
+5.9%
0.00%–
SPMD SellSPDR PORTFOLIO S&P 400 MID CAP ETFetf$0
-100.0%
0
-100.0%
0.00%–
CBRE  CBRE GROUP INC Astock$739
-8.4%
100.0%0.00%–
XBI  SPDR BIOTECH ETFetf$2,775
-12.2%
380.0%0.00%–
SRLN SellSSGA ACTIVE ETF TR BLKSTN GSOSRLNetf$54
-98.8%
1
-99.1%
0.00%–
BURL  BURLINGTON STORES INC COMstock$1,353
-14.0%
100.0%0.00%–
JNK SellSPDR HIGH YIELD BOND ETFetf$0
-100.0%
0
-100.0%
0.00%–
KOMP BuySPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf$5,868
-10.9%
148
+0.7%
0.00%
-100.0%
HAIL BuySPDR S&P KENSHO SMART MOBILITY ETFetf$5,631
-6.9%
182
+1.1%
0.00%–
SPSM SellSPDR RUSSELL 2000etf$0
-100.0%
0
-100.0%
0.00%
-100.0%
TIPX SellSPDR BLOOMBERG 1-10 YEAR TIPS ETFetf$0
-100.0%
0
-100.0%
0.00%–
SAND NewSANDSTORM GOLD LTD COM NEWstock$2,330–500
+100.0%
0.00%–
SGMO  SANGAMO THERAPEUTICS INC COMstock$120
-53.8%
2000.0%0.00%–
SAR BuySARATOGA INVT CORP COM NEWcef$10
-9.1%
0
+100.0%
0.00%–
BWA  BORG WARNER AUTOMOTIVE INCstock$1,770
-17.2%
430.0%0.00%–
BAH SellBOOZ ALLEN HAMILTON HLDG CORP CL Astock$4,808
-20.3%
44
-18.5%
0.00%–
SCHE  SCHWAB EMERGING MARKETS EQUITY ETFetf$3,785
-2.8%
1580.0%0.00%–
BE  BLOOM ENERGY CORP COM CL Astock$2,758
-18.9%
2080.0%0.00%–
BSY ExitBENTLEY SYS INC COM CL Bstock$0–-102
-100.0%
0.00%–
CRON ExitCRONOS GROUP INC COMstock$0–-580
-100.0%
0.00%–
SCHR SellSCHWAB INTERMEDIATE-TERM US TREASURY ETFetf$62
-99.0%
1
-99.2%
0.00%
-100.0%
SCHO  SCHWAB SHORT-TERM US TREASURY ETFetf$1,548
+0.7%
320.0%0.00%–
BL SellBLACKLINE INC COMstock$499
-86.2%
9
-86.6%
0.00%–
XLI  INDUSTRIAL SELECT SECTOR SPDRetf$2,146
-5.2%
210.0%0.00%–
 BATH & BODY WORKS INC COMstock$1,855
-9.4%
540.0%0.00%–
SEM  SELECT MED HLDGS CORP COMstock$5,229
-20.4%
2060.0%0.00%
-100.0%
GOLD SellBARRICK GOLD CORP Fstock$2,308
-35.7%
158
-25.5%
0.00%–
S  SENTINELONE INC CL Astock$1,686
+11.7%
1000.0%0.00%–
SCI  SERVICE CORP INTL COMstock$934
-11.4%
160.0%0.00%–
SHAK  SHAKE SHACK INC CL Astock$5,807
-25.3%
1000.0%0.00%
-100.0%
NewSKILLZ INC COM CL Astock$26–5
+100.0%
0.00%–
AOS  SMITH A O CORP COMstock$674
-9.0%
100.0%0.00%–
SNA  SNAP ON INC COMstock$2,112
-11.2%
80.0%0.00%–
SNAP SellSNAP INC CL Astock$2,005
-38.4%
225
-18.2%
0.00%–
SCCO BuySOUTHERN PERU COPPER CORPstock$2,957
+6.3%
39
+2.6%
0.00%–
LUV BuySOUTHWEST AIRLS CO COMstock$1,139
-24.4%
42
+2.4%
0.00%–
SPPP  SPROTT PHYSICAL PLAT PALLAD TS UNITcef$1,077
-1.5%
1000.0%0.00%–
SWK  STANLEY BLACK & DECKER INC COMstock$1,903
-10.0%
220.0%0.00%–
BMO  BANK OF MONTREALstock$1,002
-5.7%
110.0%0.00%–
STWD BuySTARWOOD PROPERTY TRUSTreit$468
+2.2%
24
+4.3%
0.00%–
BOH  BANK HAWAII CORP COMstock$609
+22.3%
120.0%0.00%–
BP SellBP PLC SPONSORED ADRadr$157
-95.1%
4
-95.6%
0.00%–
SMFG SellSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M2098adr$370
-84.1%
37
-86.2%
0.00%–
 SYLVAMO CORP COMMON STOCKstock$270
+9.3%
60.0%0.00%–
BCE NewBCE INC COM NEWstock$2,672–70
+100.0%
0.00%–
BGS BuyB&G FOODS INC CLASS Astock$1,115
-28.0%
112
+0.9%
0.00%–
TTWO  TAKE-TWO INTERACTIVESOFTWREstock$702
-4.6%
50.0%0.00%–
TPR  COACH INCstock$1,032
-32.1%
350.0%0.00%–
TDOC  TELADOC HEALTH INC COMstock$167
-26.8%
90.0%0.00%–
AGR NewAVANGRID INC COMstock$3,017–100
+100.0%
0.00%–
TEVA  TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr$4,080
+35.5%
4000.0%0.00%–
TXT  TEXTRON INC COMstock$3,151
+15.6%
400.0%0.00%–
TTD  THE TRADE DESK INC COM CL Astock$1,563
+1.2%
200.0%0.00%–
ALV  AUTOLIV INC COMstock$1,104
+14.2%
110.0%0.00%–
THO BuyTHOR INDS INC COMstock$85
-7.6%
0
+100.0%
0.00%–
TLRY  TILRAY BRANDS INC COMstock$91
+54.2%
380.0%0.00%–
TSCO BuyTRACTOR SUPPLY CO COMstock$4,873
+631.7%
24
+700.0%
0.00%–
ACB  AURORA CANNABIS INC COMstock$82
+9.3%
1400.0%0.00%–
TWLO  TWILIO INC CL Astock$1,112
-8.0%
190.0%0.00%–
TYL  TYLER TECHNOLOGIES INC COMstock$1,545
-7.3%
40.0%0.00%–
TSN BuyTYSON FOODS INC CL Astock$2,892
-0.2%
57
+1.8%
0.00%–
UGI  UGI CORP NEW COMstock$49
-12.5%
20.0%0.00%–
UAA  UNDER ARMOUR INC CL Astock$1,528
-5.1%
2230.0%0.00%–
UA  UNDER ARMOUR INC CL Cstock$1,538
-4.9%
2410.0%0.00%–
UAL  UNITED AIRLS HLDGS INC COMstock$846
-22.9%
200.0%0.00%–
USCI  UNITED STS COMMODITYINDEX FD COMMODITY INDEX FDetf$3,550
+10.4%
600.0%0.00%–
AIZ  ASSURANT INC COMstock$1,608
+14.8%
110.0%0.00%–
U  UNITY SOFTWARE INC COMstock$848
-27.6%
270.0%0.00%–
MSGS ExitMADISON SQUARE GRDN SPRT CORP CL Astock$0–-15
-100.0%
0.00%–
HBI  HANESBRANDS INCstock$1,391
-12.8%
3510.0%0.00%–
THG  HANOVER INS GROUP INC COMstock$920
-1.5%
80.0%0.00%–
SellHALEON PLC SPON ADSadr$183
-88.6%
22
-88.5%
0.00%–
ALLE ExitALLEGION PLC ORD SHSstock$0–-23
-100.0%
0.00%–
HEI  HEICO CORP NEW COMstock$1,297
-8.5%
80.0%0.00%–
HP BuyHELMERICH & PAYNE INC COMstock$1,018
+20.3%
24
+4.3%
0.00%–
SONY ExitSONY GROUP CORP SPONSORED ADRadr$0–-26
-100.0%
0.00%–
HPE BuyHEWLETT PACKARD ENTERPRISE CO COMstock$2,075
+4.1%
119
+0.8%
0.00%–
HI  HILLENBRAND INC COMstock$1,150
-17.1%
270.0%0.00%–
HPQ BuyHP INC COMstock$3,035
-15.6%
118
+0.9%
0.00%–
GH  GUARDANT HEALTH INC COMstock$2,371
-17.2%
800.0%0.00%–
HST BuyHOST HOTELS & RESORTS INC COMreit$1,505
-3.7%
93
+1.1%
0.00%–
HWM  HOWMET AEROSPACE INC COMstock$1,229
-6.6%
260.0%0.00%–
HUBB  HUBBELL INC COMstock$461
-5.1%
10.0%0.00%–
HUN BuyHUNTSMAN CORPstock$4,658
-8.9%
190
+0.5%
0.00%–
HUYA  HUYA INC ADS REP SHS Aadr$284
-20.7%
1000.0%0.00%–
IAC  IAC INC COM NEWstock$202
-19.5%
40.0%0.00%–
IBN  ICICI BANK LTD ADRadr$1,025
+0.6%
440.0%0.00%–
ExitFEDERAL RLTY INVT TR NEW SH BEN INT NEWreit$0–-20
-100.0%
0.00%–
NXPI ExitNXP SEMICONDUCTORS N V COMstock$0–-25
-100.0%
0.00%–
SEDG ExitSOLAREDGE TECHNOLOGIES INC COMstock$0–-3
-100.0%
0.00%–
FSV ExitFIRSTSERVICE CORP NEW COMstock$0–-24
-100.0%
0.00%–
FAF ExitFIRST AMERICAN CORPstock$0–-61
-100.0%
0.00%–
HSBC ExitHSBC HOLDINGS PLC SPONS ADRadr$0–-45
-100.0%
0.00%–
CPRT ExitCOPART INC COMstock$0–0
+100.0%
0.00%–
USO ExitUNITED STATES OIL FUNDetf$0–0
+100.0%
0.00%–
BTO ExitHANCOCK JOHN FINL OPPTYS FD SH BEN INT NEWcef$0–0
+100.0%
0.00%–
OC ExitOWENS CORNING NEW COMstock$0–-46
-100.0%
0.00%–
DCI ExitDONALDSON INC COMstock$0–-48
-100.0%
0.00%–
PJT ExitPJT PARTNERS INC COM CL Astock$0–-86
-100.0%
0.00%–
JLL ExitJONES LANG LASALLE INC COMstock$0–-26
-100.0%
0.00%–
FMB ExitFIRST TRUST MANAGED MUNICIPAL ETFetf$0–-90
-100.0%
0.00%–
PCOR ExitPROCORE TECHNOLOGIES INC COMstock$0–-78
-100.0%
0.00%–
RSG ExitREPUBLIC SERVICES INCstock$0–-9
-100.0%
0.00%–
CTLT ExitCATALENT INC COMstock$0–-93
-100.0%
0.00%–
PBND ExitINVESCO PUREBETA US AGGREGATE BOND ETFetf$0–0
+100.0%
0.00%–
ACCD ExitACCOLADE INC COMstock$0–-112
-100.0%
0.00%–
VIRT ExitVIRTU FINL INC CL Astock$0–-231
-100.0%
0.00%–
HCC ExitWARRIOR MET COAL INC COMstock$0–-107
-100.0%
0.00%–
BCS ExitBARCLAYS PLC ADRadr$0–-186
-100.0%
0.00%–
ROST ExitROSS STORES INCstock$0–0
+100.0%
0.00%–
LSI ExitLSI LOGIC CORPreit$0–-12
-100.0%
0.00%–
UTZ ExitUTZ BRANDS INC COM CL Astock$0–-220
-100.0%
0.00%–
CBT ExitCABOT CORP COMstock$0–0
+100.0%
0.00%–
EVR ExitEVERCORE INC CLASS Astock$0–-27
-100.0%
0.00%–
ExitATLANTA BRAVES HLDGS INC COM SER Cstock$0–-102
-100.0%
0.00%–
SMB ExitVANECK SHORT MUNI ETFetf$0–-280
-100.0%
0.00%–
ALC ExitALCON AG ORD SHSstock$0–-21
-100.0%
0.00%–
RTOKY ExitRENTOKIL INITIAL PLC SPONSORED ADRadr$0–-53
-100.0%
0.00%–
ICVT ExitISHARES CONVERTIBLE BOND ETFetf$0–-101
-100.0%
-0.00%–
TFI ExitSPDR MUNICIPAL BOND ETFetf$0–-262
-100.0%
-0.00%–
BLL ExitBALL CORP COMstock$0–-109
-100.0%
-0.00%–
MSCI ExitMSCI INC COMstock$0–-13
-100.0%
-0.00%–
TKR ExitTIMKEN CO COMstock$0–-68
-100.0%
-0.00%–
FLT ExitFLEETCOR TECHNOLOGIES INC COMstock$0–-25
-100.0%
-0.00%–
VGSH ExitVANGUARD SHORT-TERM TREASURY ETFetf$0–-256
-100.0%
-0.00%–
ROLL ExitRBC BEARINGS INC COMstock$0–-36
-100.0%
-0.00%–
POOL ExitPOOL CORP COMstock$0–-18
-100.0%
-0.00%–
CCB ExitCOASTAL FINL CORP WA COM NEWstock$0–-202
-100.0%
-0.00%–
ExitSTEVANATO GROUP S P A ORD SHSstock$0–-216
-100.0%
-0.00%–
SCHV ExitSCHWAB U.S. LARGE-CAP VALUE ETFetf$0–-263
-100.0%
-0.00%–
TOTL ExitSPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf$0–-224
-100.0%
-0.00%–
RWR ExitSPDR DJ WILSHIRE REIT ETFetf$0–-285
-100.0%
-0.00%–
SPIB ExitSPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFetf$0–-1,194
-100.0%
-0.00%–
ExitSOLARWINDS CORP COM NEWstock$0–-11,369
-100.0%
-0.01%–
ITOT ExitISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$0–-5,254
-100.0%
-0.04%–
ILMN ExitILLUMINA INCstock$0–-3,500
-100.0%
-0.05%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR RUSSELL MIDCAP INDEX FD42Q3 202312.5%
VANGUARD FTSE EMERGING MARKETS ETF42Q3 20239.4%
IQ HEDGE MULTISTRATEGY TRACKER ETF42Q3 20239.9%
ISHARES MORNINGSTAR LARGE GROWTH ETF42Q3 20239.6%
ISHARES RUSSELL 2000 ETF42Q3 20239.0%
ISHARES TR SP GLOBAL 100 INDEXFD42Q3 202311.5%
WISDOMTREE TR INTL LARGECAP DIVID FD42Q3 20231.0%
MAGNA INTL INC COM42Q3 20231.5%
ISHARES MSCI EUROZONE ETF42Q3 20231.0%
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL2000 INDEX FD ETF SHS42Q3 20230.7%

View Baystate Wealth Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-29
13F-HR2023-10-26
13F-HR/A2023-09-21
13F-HR2023-08-02
13F-HR2023-04-25
13F-HR2023-01-13
13F-HR2022-11-14
13F-HR2022-08-02
13F-HR2022-04-19
13F-HR2022-01-21

View Baystate Wealth Management LLC's complete filings history.

All filings

View complete filings history.

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