Baystate Wealth Management LLC - Q2 2022 holdings

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$1.03 Billion is the total value of Baystate Wealth Management LLC's 1030 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.9% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SPDW BuySPDR S&P WORLD EX-USetf$89,457,000
-11.5%
3,101,835
+5.2%
8.69%
-2.6%
PRF BuyINVESCO FTSE RAFI US 1000 ETFetf$87,678,000
-10.2%
591,621
+3.5%
8.52%
-1.2%
IWY BuyISHARES RUSSELL TOP 200 GROWTH ETFetf$81,790,000
-16.0%
653,067
+6.5%
7.94%
-7.6%
ICSH BuyBLACKROCK ULTRA SHORT-TERM BOND ETFetf$70,620,000
+35.8%
1,411,262
+36.1%
6.86%
+49.4%
IVV BuyISHARES S&P 500 INDEXetf$68,137,000
-15.2%
179,709
+1.5%
6.62%
-6.6%
VWO BuyVANGUARD FTSE EMERGING MARKETS ETFetf$49,477,000
-3.4%
1,187,925
+6.9%
4.80%
+6.3%
IWR BuyISHARES TR RUSSELL MIDCAP INDEX FDetf$44,140,000
-11.5%
682,650
+6.8%
4.29%
-2.6%
VTV BuyVANGUARD VALUE ETFetf$43,556,000
-6.4%
330,271
+4.9%
4.23%
+3.0%
SPSB SellSPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf$42,859,000
-12.6%
1,441,607
-11.4%
4.16%
-3.8%
VIOV BuyVANGUARD S&P SMALL-CAP 600 VALUE ETFetf$37,193,000
-3.4%
241,641
+11.2%
3.61%
+6.3%
AGG SellISHARES AGGREGATE BOND ETFetf$33,872,000
-18.7%
333,126
-14.3%
3.29%
-10.5%
VLUE BuyISHARES MSCI USA VALUE FACTOR ETFetf$33,252,000
-9.6%
367,339
+4.5%
3.23%
-0.5%
GWX BuySPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf$27,577,000
-13.9%
953,217
+4.6%
2.68%
-5.3%
BND BuyVANGUARD TOTAL BOND MARKET ETFetf$24,648,000
+1266.3%
327,510
+1343.7%
2.39%
+1405.7%
RODM BuyHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf$19,675,000
-8.4%
790,476
+7.2%
1.91%
+0.8%
VBR BuyVANGUARD SMALL CAP VALUE ETFetf$16,406,000
-11.7%
109,508
+3.7%
1.59%
-2.9%
SYK SellSTRYKER CORPstock$15,014,000
-37.8%
75,473
-16.4%
1.46%
-31.5%
QUAL BuyISHARES MSCI USA QUALITY FACTOR ETFetf$14,354,000
-10.8%
128,469
+7.5%
1.39%
-1.8%
AAPL BuyAPPLE INCstock$10,923,000
-17.1%
79,890
+5.8%
1.06%
-8.8%
VO BuyVANGUARD MID CAPetf$9,809,000
-9.0%
49,801
+9.9%
0.95%
+0.2%
EZU BuyISHARES INC MSCI EMUINDEX FDetf$8,845,000
-9.4%
243,340
+7.9%
0.86%
-0.2%
SHY SellISHARES 1-3 YR TREASURY BOND ETFetf$6,674,000
-5.2%
80,614
-4.6%
0.65%
+4.3%
SPLG BuySPDR PORTFOLIO S&P 500 ETFetf$6,546,000
+33.2%
147,625
+59.6%
0.64%
+46.5%
IEFA BuyISHARES CORE MSCI EAFE ETFetf$6,022,000
+48.1%
102,326
+74.9%
0.58%
+63.0%
JNJ BuyJOHNSON & JOHNSON COMstock$5,167,000
+2.7%
29,106
+2.6%
0.50%
+13.1%
MSFT BuyMICROSOFTstock$4,548,000
-11.8%
17,709
+5.9%
0.44%
-2.9%
DSI BuyISHARES TR KLD 400 SOCIAL INDEX FDetf$4,436,000
-8.3%
61,700
+10.5%
0.43%
+0.9%
ESGD BuyISHARES MSCI EAFE ESG SELECT ETFetf$4,022,000
-0.4%
64,086
+17.0%
0.39%
+9.8%
DAVA  ENDAVA PLC ADSadr$3,972,000
-33.6%
45,0000.0%0.39%
-26.9%
EEM BuyISHARES MSCI EMERGING MARKETS ETFetf$3,583,000
-2.8%
89,347
+9.4%
0.35%
+7.1%
ESGU BuyISHARES ESG AWARE MSCI USA ETFetf$3,272,000
-11.0%
39,004
+7.6%
0.32%
-1.9%
DOL BuyWISDOMTREE TR INTL LARGECAP DIVID FDetf$3,140,000
-12.8%
75,057
+1.3%
0.30%
-4.1%
ACWX BuyISHARES MSCI ACWI EX USetf$3,099,000
+163.3%
68,863
+205.9%
0.30%
+189.4%
VIG BuyVANGUARD DIVIDEND APPRECIATION INDEX FUNDetf$3,000,000
-11.0%
20,910
+0.6%
0.29%
-2.3%
DON SellWISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf$2,614,000
-13.3%
67,057
-1.2%
0.25%
-4.5%
FNDX BuySCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf$2,581,000
+2833.0%
50,712
+3274.1%
0.25%
+3037.5%
IWF BuyISHARES RUSSELL 1000 GROWTH ETFetf$2,564,000
-2.6%
11,723
+23.7%
0.25%
+7.3%
NULV BuyNUVEEN ESG LARGE-CAP VALUE ETFetf$2,487,000
-0.1%
74,504
+13.8%
0.24%
+10.0%
UFPT BuyUFP TECHNOLOGIES INC COMstock$2,454,000
+20.4%
30,844
+0.1%
0.24%
+32.2%
XLP SellCONSUMER STAPLES SELECT SECTOR SPDRetf$2,192,000
-9.8%
30,374
-5.1%
0.21%
-0.5%
XOM SellEXXON MOBIL CORP COMstock$2,188,000
+2.8%
25,550
-0.8%
0.21%
+12.8%
VUG BuyVANGUARD GROWTH ETFetf$2,188,000
-20.1%
9,818
+3.1%
0.21%
-12.4%
AMZN BuyAMAZON.COM INCstock$2,082,000
+22.3%
19,600
+3654.8%
0.20%
+34.7%
SDY SellSPDR SER TR S&P DIVID ETFetf$2,085,000
-7.6%
17,567
-0.2%
0.20%
+1.5%
BRKB BuyBERKSHIRE HATHAWAY INC DEL CL B NEWstock$2,071,000
-12.2%
7,586
+13.5%
0.20%
-3.4%
SCHD BuySCHWAB US DIVIDEND EQUITY ETFetf$1,959,000
-8.1%
27,351
+1.2%
0.19%
+1.1%
SPY BuySPDR S&P 500 ETFetf$1,901,000
-12.7%
5,038
+4.5%
0.18%
-3.6%
PFE BuyPFIZER INC COMstock$1,867,000
+1.4%
35,610
+0.2%
0.18%
+11.7%
EFV BuyISHARES MSCI EAFE VALUE ETFetf$1,852,000
+20.1%
42,675
+39.1%
0.18%
+32.4%
SPTL BuySPDR BARCLAYS CAPITAL LONG TERM TREASURIESetf$1,851,000
+132.8%
55,962
+166.2%
0.18%
+157.1%
UNP BuyUNION PAC CORP COMstock$1,798,000
-14.1%
8,428
+10.0%
0.18%
-5.4%
PG SellPROCTER AND GAMBLE CO COMstock$1,768,000
-7.7%
12,294
-1.9%
0.17%
+1.8%
FMC BuyFMC CORP COM NEWstock$1,736,000
-18.0%
16,223
+0.8%
0.17%
-9.6%
AMT BuyAMERICAN TOWER CORPreit$1,706,000
+8.0%
6,675
+6.2%
0.17%
+19.4%
EFA BuyISHARES MSCI EAFE ETFetf$1,642,000
-9.3%
26,275
+6.9%
0.16%
-0.6%
NOBL BuyPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf$1,638,000
-9.2%
19,188
+1.0%
0.16%0.0%
CRM SellSALESFORCE COMstock$1,495,000
-37.1%
9,061
-19.1%
0.14%
-31.0%
QQQ BuyPOWERSHARES QQQ TRetf$1,484,000
-20.1%
5,294
+3.3%
0.14%
-12.2%
IWD SellISHARES RUSSELL 1000 VALUE ETFetf$1,468,000
-17.1%
10,128
-5.1%
0.14%
-8.3%
WMT SellWALMART INC COMstock$1,465,000
-20.4%
12,046
-2.5%
0.14%
-12.3%
IUSB SellISHARES CORE TOTAL USD BOND MARKET ETFetf$1,339,000
-14.6%
28,603
-9.5%
0.13%
-5.8%
ESGE SellISHARES MSCI EM ESG SELECT ETFetf$1,323,000
-12.5%
40,942
-0.5%
0.13%
-3.8%
EEMV NewISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf$1,320,000–23,820
+100.0%
0.13%–
HD BuyHOME DEPOTstock$1,312,000
-7.6%
4,784
+0.9%
0.13%
+1.6%
VV BuyVANGUARD LARGE CAPetf$1,310,000
+258.9%
7,602
+334.2%
0.13%
+296.9%
EAGG BuyISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf$1,258,000
+44.6%
25,696
+52.6%
0.12%
+58.4%
ESML BuyISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf$1,188,000
-9.4%
37,728
+9.4%
0.12%
-0.9%
GOOGL BuyGOOGLE INCstock$1,183,000
+3.2%
543
+31.8%
0.12%
+13.9%
VB BuyVANGUARD SMALL CAP ETFetf$1,153,000
+7.0%
6,544
+29.0%
0.11%
+17.9%
CBU BuyCOMMUNITY BK SYS INC COMstock$1,151,000
-9.2%
18,182
+0.6%
0.11%0.0%
FVD SellFIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf$1,142,000
-8.6%
29,415
-0.5%
0.11%
+0.9%
COMT SellISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf$1,130,000
-14.6%
27,599
-16.5%
0.11%
-6.0%
IWX BuyISHARES RUSSELL TOP 200 VALUE ETFetf$1,124,000
+23.9%
18,192
+39.7%
0.11%
+36.2%
IOO BuyISHARES TR S&P GLOBAL 100 INDEXFDetf$1,110,000
-14.7%
17,326
+1.2%
0.11%
-6.1%
QAI SellIQ HEDGE MULTI-STRATEGY TRACKER ETFetf$1,085,000
-97.5%
37,805
-97.3%
0.10%
-97.3%
GOOG BuyALPHABET INC CAP STK CL Cstock$1,083,000
+17.5%
495
+50.0%
0.10%
+29.6%
JPM BuyJPMORGAN CHASE & CO COMstock$1,047,000
-11.9%
9,293
+6.6%
0.10%
-2.9%
ORCL BuyORACLE CORPORATIONstock$1,043,000
+98.3%
14,930
+134.7%
0.10%
+119.6%
NUMV BuyNUVEEN ESG MID-CAP VALUE ETFetf$1,022,000
-8.3%
33,376
+7.9%
0.10%
+1.0%
MGA  MAGNA INTL INC CL Astock$1,011,000
-14.6%
18,4150.0%0.10%
-5.8%
JVAL NewJPMORGAN U.S. VALUE FACTOR ETFetf$999,000–31,105
+100.0%
0.10%–
IWP BuyISHARES RUSSELL MIDCAP GROWTH ETFetf$969,000
+147.2%
12,236
+214.0%
0.09%
+168.6%
MDY SellS & P MID CAP 400 DEP RCPTS MID CAPetf$968,000
-17.0%
2,341
-1.5%
0.09%
-8.7%
VYM SellVANGUARD HIGH DIVIDEND YIELDetf$961,000
-10.4%
9,448
-1.1%
0.09%
-2.1%
SCZ BuyISHARES MSCI EAFE SMALL CAP ETFetf$935,000
+223.5%
17,118
+292.5%
0.09%
+250.0%
SUSB BuyISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf$930,000
+8.9%
38,585
+11.3%
0.09%
+20.0%
PEP SellPEPSICO INC COMstock$915,000
-1.4%
5,487
-1.0%
0.09%
+8.5%
NUMG BuyNUVEEN ESG MID-CAP GROWTH ETFetf$882,000
-13.1%
25,696
+10.9%
0.09%
-4.4%
IJR SellISHARES S&P SMALLCAP 600 ETFetf$883,000
-46.7%
9,557
-37.7%
0.09%
-41.1%
NEE SellNEXTERA ENERGY INC COMstock$851,000
-13.7%
10,980
-5.6%
0.08%
-4.6%
JEPI BuyJPMORGAN EQUITY PREMIUM INCOME ETFetf$832,000
+18.5%
15,002
+31.3%
0.08%
+30.6%
MET BuyMETLIFE INC COMstock$830,000
-10.0%
13,226
+0.8%
0.08%0.0%
VZ BuyVERIZON COMMUNICATIONSstock$814,000
+7.5%
16,042
+8.0%
0.08%
+17.9%
NVDA BuyNVIDIA CORPORATION COMstock$806,000
+16.8%
5,317
+110.3%
0.08%
+27.9%
MGK BuyVANGUARD MEGA CAP GROWTH ETFetf$800,000
+455.6%
4,401
+622.7%
0.08%
+500.0%
IJH SellISHARES CORE S&P MID CAP ETFetf$790,000
-37.7%
3,491
-26.1%
0.08%
-31.2%
IBM BuyINTL BUSINESS MACHINESstock$793,000
+11.2%
5,614
+2.4%
0.08%
+22.2%
EFG BuyISHARES MSCI EAFE GROWTH INDEX ETFetf$748,000
+8.1%
9,293
+29.3%
0.07%
+19.7%
SHW BuySHERWIN WILLIAMS CO COMstock$701,000
-10.0%
3,128
+0.2%
0.07%
-1.4%
IGSB BuyISHARES 1-3 YR CREDIT BOND ETFetf$669,000
+12.8%
13,225
+15.3%
0.06%
+25.0%
ABBV SellABBVIE INC COMstock$653,000
-7.0%
4,264
-1.6%
0.06%
+1.6%
CSCO BuyCISCO SYS INCstock$644,000
-21.5%
15,100
+2.7%
0.06%
-12.5%
UNH BuyUNITEDHEALTH GROUPstock$642,000
+52.9%
1,249
+51.8%
0.06%
+67.6%
IJS BuyISHARES S&P SMALLCAP 600 VALUE ETFetf$637,000
+5690.9%
7,152
+6843.7%
0.06%
+6100.0%
BIL SellSPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf$641,000
-29.9%
7,005
-30.0%
0.06%
-23.5%
IWM SellISHARES RUSSELL 2000 ETFetf$603,000
-21.6%
3,561
-4.9%
0.06%
-13.2%
RTX BuyRAYTHEON TECHNOLOGIES CORP COMstock$596,000
+14.2%
6,198
+17.6%
0.06%
+26.1%
VTI BuyVANGUARD TOTAL STOCK MARKET INDEX FUNDetf$596,000
-16.9%
3,159
+0.4%
0.06%
-7.9%
ABT SellABBOTT LABS COMstock$586,000
-10.5%
5,394
-2.5%
0.06%
-1.7%
USMV BuyISHARES MSCI USA MIN VOL FACTOR ETFetf$590,000
+28.8%
8,408
+42.5%
0.06%
+42.5%
CMCSA BuyCOMCAST CORP NEW CL Astock$579,000
-5.7%
14,746
+12.5%
0.06%
+3.7%
BNDW NewVANGUARD TOTAL WORLD BOND ETFetf$576,000–8,205
+100.0%
0.06%–
BAC BuyBK OF AMERICA CORP COMstock$563,000
-18.5%
18,079
+7.8%
0.06%
-9.8%
GVI SelliShares Intermediate Government/Credit Bond ETFetf$551,000
-48.6%
5,218
-47.2%
0.05%
-43.2%
IWN BuyISHARES RUSSELL 2000 VALUEetf$554,000
+49.3%
4,068
+77.2%
0.05%
+63.6%
IYE BuyISHARES DJ US ENERGYetf$558,000
-0.5%
14,639
+6.9%
0.05%
+8.0%
LMT BuyLOCKHEED MARTIN CORPstock$547,000
-1.8%
1,271
+0.7%
0.05%
+8.2%
IFRA BuyISHARES U.S. INFRASTRUCTURE ETFetf$535,000
+7542.9%
15,713
+8581.2%
0.05%
+5100.0%
IYH NewISHARES TR DOW JONES U S HEALTHCAREetf$539,000–2,004
+100.0%
0.05%–
LOW SellLOWES COS INC COMstock$529,000
-20.8%
3,028
-8.4%
0.05%
-13.6%
MCD SellMCDONALDS CORP COMstock$500,000
-0.6%
2,025
-0.4%
0.05%
+11.4%
T BuyAT&T INC COMstock$503,000
-8.9%
23,984
+2.7%
0.05%0.0%
GOVT SellISHARES U.S. TREASURY BOND ETFetf$505,000
-32.1%
21,127
-29.3%
0.05%
-25.8%
DIS SellDISNEY WALT CO COMstock$496,000
-33.7%
5,249
-3.7%
0.05%
-27.3%
TIP BuyISHARES TIPS BOND ETFetf$487,000
+74.6%
4,278
+91.0%
0.05%
+88.0%
XLF BuyFINANCIAL SELECT SECTOR SPDRetf$464,000
-17.6%
14,749
+0.4%
0.04%
-10.0%
MRK BuyMERCK & CO INCstock$461,000
+11.4%
5,060
+0.4%
0.04%
+21.6%
AMGN BuyAMGEN INCstock$457,000
+1.3%
1,877
+0.8%
0.04%
+10.0%
TSLA BuyTESLA MOTORS INCstock$442,000
-34.8%
657
+4.5%
0.04%
-28.3%
GRPU  GRANITE REAL ESTATE INC COM NPV ISIN #CA3874311093 SEDOL #B89VGB2stock$442,000
-20.8%
7,2310.0%0.04%
-12.2%
ES BuyEVERSOURCE ENERGY COMstock$427,000
-4.0%
5,058
+0.2%
0.04%
+5.1%
VEU SellVANGUARD FTSE ALL-WORLD EX-USetf$420,000
-16.7%
8,405
-4.0%
0.04%
-6.8%
ICVT BuyISHARES CONVERTIBLE BOND ETFetf$417,000
+3690.9%
6,006
+4316.2%
0.04%
+3900.0%
BRKA  BERKSHIRE HATHAWAY INC DEL CL Astock$409,000
-22.7%
10.0%0.04%
-14.9%
CI BuyCIGNA CORPstock$390,000
+10.2%
1,480
+0.3%
0.04%
+22.6%
UPS SellUNITED PARCEL SERVICE INCstock$379,000
-17.1%
2,077
-2.6%
0.04%
-7.5%
CVS BuyCVS HEALTH CORP COMstock$365,000
-8.1%
3,935
+0.4%
0.04%0.0%
VSS BuyVANGUARD FTSE ALL WORLD EX-US ETFetf$355,000
-16.5%
3,438
+0.1%
0.03%
-10.5%
VOO BuyVANGUARD S&P 500 ETFetf$346,000
+33.1%
997
+59.5%
0.03%
+47.8%
CVX SellCHEVRON CORP NEW COMstock$339,000
-15.0%
2,343
-4.3%
0.03%
-5.7%
VTWO  VANGUARD RUSSELL2000 INDEX FD ETFetf$335,000
-17.5%
4,8960.0%0.03%
-8.3%
BX BuyBLACKSTONE INC COMstock$331,000
+26.8%
3,626
+76.4%
0.03%
+39.1%
NKE SellNIKE INC CLASS Bstock$329,000
-29.1%
3,217
-6.7%
0.03%
-22.0%
GD BuyGENERAL DYNAMICS CORP COMstock$334,000
-7.7%
1,508
+0.4%
0.03%0.0%
EOG BuyEOG RESOURCES INCstock$330,000
-5.4%
2,992
+2.2%
0.03%
+3.2%
LTHM  LIVENT CORP COMstock$318,000
-12.9%
14,0000.0%0.03%
-3.1%
VGK BuyVANGUARD EUROPEANetf$311,000
+116.0%
5,878
+154.6%
0.03%
+130.8%
ROK BuyROCKWELL AUTOMATION INC COMstock$307,000
-28.4%
1,541
+0.5%
0.03%
-21.1%
V BuyVISA INCstock$313,000
-10.1%
1,590
+1.4%
0.03%
-3.2%
INTC SellINTEL CORP COMstock$303,000
-31.4%
8,090
-9.2%
0.03%
-25.6%
ADP BuyAUTOMATIC DATA PROCESSING INC COMstock$302,000
-7.4%
1,436
+0.4%
0.03%0.0%
ILCG BuyISHARES MORNINGSTAR LARGE GROWTH ETFetf$285,000
-22.8%
5,688
+0.1%
0.03%
-15.2%
BNDX BuyVANGUARD TOTAL INTERNATIONAL BOND ETFetf$288,000
+2518.2%
5,816
+2592.6%
0.03%
+2700.0%
MA BuyMASTERCARD INCstock$285,000
-11.5%
902
+0.1%
0.03%0.0%
JQUA NewJPMORGAN U.S. QUALITY FACTOR ETFetf$264,000–7,097
+100.0%
0.03%–
GIS BuyGENERAL MLS INC COMstock$268,000
+12.1%
3,550
+0.6%
0.03%
+23.8%
HON BuyHONEYWELL INTL INCstock$268,000
+3.9%
1,541
+16.4%
0.03%
+13.0%
ADI BuyANALOG DEVICES INC COMstock$269,000
-11.2%
1,842
+0.4%
0.03%
-3.7%
EBC SellEASTERN BANKSHARES INC COMstock$255,000
-37.2%
13,792
-26.9%
0.02%
-30.6%
PDBC BuyINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf$256,000
+47.1%
14,201
+43.7%
0.02%
+66.7%
FB SellMETA PLATFORMS INC CL Astock$257,000
-30.0%
1,596
-3.4%
0.02%
-21.9%
KO SellCOCA COLA CO COMstock$247,0000.0%3,930
-1.5%
0.02%
+9.1%
COST BuyCOSTCO WHOLESALE CORPstock$222,000
-15.9%
463
+1.1%
0.02%
-4.3%
REGL  PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$231,000
-6.5%
3,4230.0%0.02%0.0%
IEI NewISHARES 3-7 YR TREASURY BOND ETFetf$222,000–1,862
+100.0%
0.02%–
IDOG  ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETFetf$214,000
-10.5%
8,4920.0%0.02%0.0%
QCOM BuyQUALCOMM INCstock$213,000
-16.1%
1,670
+0.5%
0.02%
-4.5%
AON BuyAON CORPstock$213,000
+508.6%
791
+639.3%
0.02%
+600.0%
INDB BuyINDEPENDENT BANK CORP MAstock$217,000
-2.3%
2,730
+0.7%
0.02%
+5.0%
IEMG BuyISHARES CORE MSCI EMERGING MKTSetf$210,000
+31.2%
4,286
+48.8%
0.02%
+42.9%
VCSH SellVANGUARD SHORT TERM CORP BOND FD ETFetf$204,000
-78.4%
2,676
-77.9%
0.02%
-75.9%
AVGO BuyAVAGO TECHNOLOGIES LTDstock$201,000
-20.9%
413
+2.5%
0.02%
-9.1%
PPG BuyPPG INDS INC COMstock$201,000
-12.6%
1,757
+0.3%
0.02%0.0%
BIIB  BIOGEN IDEC INCstock$201,000
-2.9%
9830.0%0.02%
+11.1%
XLE BuyENERGY SELECT SECTOR SPDRetf$210,000
+47.9%
2,930
+58.0%
0.02%
+53.8%
EWJ BuyISHARES MSCI JAPAN ETFetf$196,000
-1.5%
3,715
+15.1%
0.02%
+5.6%
JPST NewJPMORGAN ULTRA-SHORT INCOME ETFetf$198,000–3,950
+100.0%
0.02%–
DAL  DELTA AIR LINES INC DEL CMNstock$196,000
-26.6%
6,7560.0%0.02%
-20.8%
IYW BuyISHARES DJ US TECHNOLOGYetf$197,000
-22.4%
2,465
+0.1%
0.02%
-13.6%
TXN SellTEXAS INSTRS INC COMstock$192,000
-22.9%
1,247
-8.0%
0.02%
-13.6%
BRKL BuyBROOKLINE BANCORP INC CMNstock$198,000
-15.0%
14,869
+0.9%
0.02%
-9.5%
SBUX BuySTARBUCKS CORPstock$199,000
-15.7%
2,610
+0.4%
0.02%
-9.5%
BLK BuyBLACKROCK INCstock$188,000
+33.3%
309
+67.9%
0.02%
+50.0%
ITW BuyILLINOIS TOOL WKS INC COMstock$183,000
-12.4%
1,003
+0.6%
0.02%0.0%
AER  AERCAP HOLDINGS NV SHSstock$184,000
-18.6%
4,5000.0%0.02%
-10.0%
AMLP BuyALPS TRUST ETF ALERIAN MLPetf$187,000
-8.3%
5,429
+1.9%
0.02%0.0%
COP BuyCONOCOPHILLIPS COMstock$182,000
-9.9%
2,029
+0.7%
0.02%0.0%
CBT BuyCABOT CORP COMstock$181,000
-6.2%
2,830
+0.5%
0.02%
+5.9%
BBY BuyBEST BUY INC COMstock$179,000
+129.5%
2,745
+219.6%
0.02%
+142.9%
IVE SellISHARES S&P 500 VALUE ETFetf$180,000
-22.7%
1,312
-12.3%
0.02%
-19.0%
IAU BuyISHARES GOLD TRUST ETFetf$171,000
+37.9%
4,981
+48.0%
0.02%
+54.5%
CHD BuyCHURCH & DWIGHT INCstock$177,000
-6.8%
1,915
+0.3%
0.02%0.0%
SRE BuySEMPRA ENERGYstock$172,000
+647.8%
1,146
+730.4%
0.02%
+750.0%
VFH BuyVANGUARD FINANCIALS INDEX FUNDetf$169,000
-17.6%
2,192
+0.1%
0.02%
-11.1%
HDV BuyISHARES TR HIGH DIVID EQUITY FDetf$151,000
+214.6%
1,505
+233.7%
0.02%
+275.0%
PAYX BuyPAYCHEX INCstock$157,000
-16.0%
1,374
+0.2%
0.02%
-11.8%
SO BuySOUTHERN CO COMstock$155,000
+16.5%
2,171
+18.5%
0.02%
+25.0%
NSC BuyNORFOLK SOUTHERN CRPstock$159,000
-20.1%
699
+0.1%
0.02%
-16.7%
LLY BuyLILLY ELI & CO COMstock$150,000
+13.6%
463
+0.2%
0.02%
+25.0%
SUB BuyISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf$148,000
+3600.0%
1,410
+3425.0%
0.01%–
YUM BuyYUM! BRANDS INCstock$148,000
-3.9%
1,301
+0.1%
0.01%0.0%
MS BuyMORGAN STANLEYstock$142,000
-12.3%
1,872
+0.9%
0.01%0.0%
XLB BuyMATERIALS SELECT SECTOR SPDRetf$133,000
-15.8%
1,808
+0.7%
0.01%
-7.1%
PNC SellPNC FINL SVCS GROUP INC COMstock$133,000
-18.4%
840
-4.7%
0.01%
-7.1%
CL BuyCOLGATE PALMOLIVE CO COMstock$135,000
+6.3%
1,685
+0.4%
0.01%
+18.2%
DHR SellDANAHER CORPstock$137,000
-18.5%
539
-5.8%
0.01%
-13.3%
FALN SellISHARES FALLEN ANGELS USD BOND ETFetf$132,000
-19.5%
5,363
-9.1%
0.01%
-7.1%
DEO BuyDIAGEO PLCadr$136,000
-13.9%
779
+0.1%
0.01%
-7.1%
NLOK NewNORTONLIFELOCK INC COMstock$139,000–6,347
+100.0%
0.01%–
DUK BuyDUKE ENERGY CORP NEW COM NEWstock$123,000
-3.9%
1,143
+0.1%
0.01%
+9.1%
O BuyREALTY INCOME CORPreit$128,000
+966.7%
1,871
+945.3%
0.01%
+1100.0%
CXW  CORECIVIC INC COMreit$126,0000.0%11,3190.0%0.01%
+9.1%
MTB NewM & T BK CORP COMstock$127,000–795
+100.0%
0.01%–
APD SellAIR PRODS & CHEMS INC COMstock$127,000
-10.6%
529
-6.7%
0.01%
-7.7%
GPN BuyGLOBAL PAYMENTS INCstock$122,000
-19.2%
1,106
+0.2%
0.01%
-7.7%
KMB SellKIMBERLY-CLARK CORP COMstock$127,000
+5.0%
936
-5.1%
0.01%
+9.1%
NUDM BuyNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf$128,000
+96.9%
5,081
+124.9%
0.01%
+100.0%
EMXC BuyISHARES MSCI EMERGING MARKETS EX CHINA ETFetf$124,000
-17.3%
2,599
+1.0%
0.01%
-7.7%
DE BuyDEERE & CO COMstock$113,000
-27.6%
377
+0.3%
0.01%
-21.4%
VIAC BuyCBS CORP CL Bstock$115,000
-34.3%
4,658
+0.6%
0.01%
-26.7%
SLYV BuySPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf$111,000
-12.6%
1,534
+0.5%
0.01%0.0%
SLVP BuyISHARES INC MSCI GLOBAL SILVER MINERS FDetf$113,000
-30.2%
11,403
+0.1%
0.01%
-21.4%
SPTI BuySPDR SER TR LEHMAN INTER TERM TREAS ETFetf$118,000
+26.9%
4,016
+31.4%
0.01%
+37.5%
NewSOLARWINDS CORP COM NEWstock$117,000–11,369
+100.0%
0.01%–
EMR BuyEMERSON ELEC CO COMstock$112,000
-18.8%
1,404
+0.1%
0.01%
-8.3%
TLH SellISHARES 10-20 YEAR TREASURY BOND ETFetf$98,000
-32.9%
819
-24.6%
0.01%
-23.1%
WM BuyWASTE MANAGEMENT INCstock$101,000
-2.9%
657
+0.3%
0.01%
+11.1%
UJAN  INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYetf$103,000
-6.4%
3,5400.0%0.01%0.0%
MDLZ BuyMONDELEZ INTL INC CL Astock$107,000
-0.9%
1,726
+0.4%
0.01%0.0%
FAST BuyFASTENAL COstock$102,000
-15.7%
2,034
+0.3%
0.01%
-9.1%
VNT NewVONTIER CORPORATION COMstock$104,000–4,504
+100.0%
0.01%–
FISV SellFISERV INCstock$105,000
-23.4%
1,179
-12.7%
0.01%
-16.7%
CAH BuyCARDINAL HEALTH INCstock$106,000
-7.0%
2,034
+0.8%
0.01%0.0%
CLX BuyCLOROX CO DEL COMstock$103,000
+2.0%
730
+0.6%
0.01%
+11.1%
GDXJ  MARKET VECTORS ETF TR JR GOLD MINERS ETF NEWetf$107,000
-31.4%
3,3340.0%0.01%
-28.6%
MDT SellMEDTRONIC PLC SHSstock$98,000
-24.6%
1,091
-7.1%
0.01%
-9.1%
LHX BuyL3HARRIS TECHNOLOGIES INC COMstock$101,000
-2.9%
418
+0.2%
0.01%
+11.1%
SPIB SellSPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFetf$107,000
-29.6%
3,280
-26.5%
0.01%
-23.1%
SYY BuySYSCO CORP COMstock$106,000
+5.0%
1,247
+0.5%
0.01%
+11.1%
SCHF BuySCHWAB INTERNATIONAL EQUITY ETFetf$102,000
+92.5%
3,233
+125.8%
0.01%
+100.0%
TGT BuyTARGET CORP COMstock$103,000
-33.1%
728
+0.7%
0.01%
-28.6%
TRV BuyTRAVELERS COMPANIES INC COMstock$104,000
-7.1%
613
+0.2%
0.01%0.0%
NEM BuyNEWMONT CORP COMstock$95,000
-19.5%
1,591
+6.9%
0.01%
-10.0%
GS BuyGOLDMAN SACHS GROUP INCstock$96,000
-9.4%
324
+0.6%
0.01%0.0%
TD SellTORONTO DOMINION BANKstock$89,000
-30.5%
1,356
-16.1%
0.01%
-18.2%
ACWI BuyISHARES TR MSCI ACWIINDEX FDetf$94,000
+104.3%
1,121
+145.8%
0.01%
+125.0%
BAX BuyBAXTER INTL INC COMstock$96,000
-17.2%
1,494
+0.3%
0.01%
-10.0%
ITOT NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$92,000–1,099
+100.0%
0.01%–
PTLC  PACER TRENDPILOT US LARGE CAP ETFetf$91,000
-3.2%
2,4170.0%0.01%
+12.5%
FUN  CEDAR FAIR L P DEP UNITstock$88,000
-20.0%
2,0000.0%0.01%
-10.0%
VBK BuyVANGUARD SMALL CAP GROWTH ETFetf$90,000
+104.5%
455
+155.6%
0.01%
+125.0%
WTRG BuyESSENTIAL UTILS INC COMstock$81,000
-10.0%
1,767
+0.3%
0.01%0.0%
SCHW BuyCHARLES SCHWAB CORPstock$79,000
-24.8%
1,244
+0.3%
0.01%
-11.1%
VOT SellVANGUARD MID CAP GROWTH ETFetf$78,000
-27.1%
446
-7.5%
0.01%
-11.1%
ADBE  ADOBE SYS INCstock$86,000
-19.6%
2340.0%0.01%
-11.1%
TJX BuyTJX COS INC NEW COMstock$79,000
-8.1%
1,422
+0.4%
0.01%0.0%
DGRO BuyISHARES CORE DIVIDEND GROWTH ETFetf$83,000
-9.8%
1,736
+0.5%
0.01%0.0%
KRBN BuyKRANESHARES GLOBAL CARBON STRATEGY ETFetf$86,000
+104.8%
1,747
+94.5%
0.01%
+100.0%
IWS BuyISHARES RUSSELL MIDCAP VALUE INDEXetf$79,000
+29.5%
778
+52.3%
0.01%
+60.0%
JETS  U.S. GLOBAL JETS ETFetf$83,000
-24.5%
5,0320.0%0.01%
-20.0%
PSK NewSPDR ICE PREFERRED SECURITIES ETFetf$80,000–2,242
+100.0%
0.01%–
RGLD BuyROYAL GOLD INCstock$82,000
-24.1%
768
+0.1%
0.01%
-20.0%
BMY BuyBRISTOL-MYERS SQUIBB CO COMstock$84,000
+6.3%
1,085
+0.7%
0.01%
+14.3%
CSX BuyCSX CORPstock$82,000
-22.6%
2,833
+0.4%
0.01%
-11.1%
CROX  CROCS INCstock$86,000
-36.3%
1,7730.0%0.01%
-33.3%
ALNY  ALNYLAM PHARMACEUTICALS INCstock$77,000
-10.5%
5270.0%0.01%
-12.5%
MSEX BuyMIDDLESEX WTR CO COMstock$72,000
-16.3%
821
+0.4%
0.01%
-12.5%
TMFC NewMOTLEY FOOL 100 INDEX ETFetf$70,000–2,200
+100.0%
0.01%–
KJAN  INNOVATOR RUSSELL 2000 POWER BUFFER ETF - JANUARYetf$75,000
-9.6%
2,6690.0%0.01%0.0%
NewWARNER BROS DISCOVERY INC COM SER Astock$72,000–5,401
+100.0%
0.01%–
GLD  SPDR GOLD ETFetf$70,000
-6.7%
4140.0%0.01%0.0%
VVR NewINVESCO SR INCOME TR COMcef$70,000–17,919
+100.0%
0.01%–
MLPX BuyGLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf$69,000
-9.2%
1,799
+1.4%
0.01%0.0%
MFC BuyMANULIFE FINL CORPstock$77,000
-18.1%
4,437
+1.3%
0.01%
-12.5%
LIN BuyLINDE PLC SHSstock$76,000
-7.3%
265
+3.5%
0.01%0.0%
ZTS SellZOETIS INC CL Astock$73,000
-20.7%
425
-12.7%
0.01%
-12.5%
STT BuySTATE STR CORP COMstock$73,000
+2333.3%
1,190
+3506.1%
0.01%–
PLTR  PALANTIR TECHNOLOGIES INC CL Astock$76,000
-33.9%
8,4000.0%0.01%
-30.0%
IDXX SellIDEXX LABS INCstock$76,000
-36.1%
216
-0.9%
0.01%
-36.4%
OTIS BuyOTIS WORLDWIDE CORP COMstock$74,0000.0%1,047
+8.3%
0.01%0.0%
BDX  BECTON DICKINSON & CO COMstock$71,000
-7.8%
2880.0%0.01%0.0%
VONV NewVANGUARD RUSSELL 1000 VALUE ETFetf$76,000–1,200
+100.0%
0.01%–
AXP BuyAMERICAN EXPRESS CO COMstock$71,000
-26.0%
512
+0.2%
0.01%
-12.5%
PYPL SellPAYPAL HLDGS INC COMstock$74,000
-42.2%
1,055
-4.5%
0.01%
-36.4%
XLK SellTECHNOLOGY SELECT SECTOR SPDRetf$77,000
-34.7%
608
-17.9%
0.01%
-30.0%
PFF SellISHARES S&P U.S. PREFERRED STOCK ETFetf$58,000
-35.6%
1,750
-29.2%
0.01%
-25.0%
VEA SellVANGUARD FTSE DEVELOPED MARKETS ETFetf$66,000
-64.7%
1,613
-58.6%
0.01%
-64.7%
VTWV  VANGUARD RUSSELL 2000 VALUE ETFetf$64,000
-15.8%
5350.0%0.01%
-14.3%
MO BuyALTRIA GROUP INC COMstock$64,000
-19.0%
1,544
+1.6%
0.01%
-14.3%
AMAT BuyAPPLIED MATLS INC COMstock$60,000
-23.1%
663
+12.4%
0.01%
-14.3%
BAM BuyBROOKFIELD ASSET MGMT INC CL A LTD VT SHstock$57,000
-20.8%
1,272
+0.2%
0.01%0.0%
VMW  VMWARE INC CL A CLASS Astock$63,0000.0%5540.0%0.01%0.0%
WPC SellWP CAREY INC COMreit$57,000
-24.0%
681
-26.3%
0.01%
-14.3%
C SellCITIGROUP INCstock$65,000
-64.5%
1,408
-59.0%
0.01%
-62.5%
W  WAYFAIR INC CL Astock$59,000
-60.9%
1,3630.0%0.01%
-53.8%
SCHX BuySCHWAB U.S. LARGE-CAP ETFetf$65,000
-16.7%
1,455
+0.1%
0.01%
-14.3%
SLB BuySCHLUMBERGER LTD COM STKstock$59,000
-9.2%
1,638
+4.1%
0.01%0.0%
POWW  AMMO INC COMstock$58,000
-19.4%
15,0000.0%0.01%0.0%
HSY BuyHERSHEY CO COMstock$62,0000.0%289
+0.7%
0.01%
+20.0%
CCI BuyCROWN CASTLE INTL CORPreit$60,000
-7.7%
357
+0.8%
0.01%0.0%
YUMC  YUM CHINA HLDGS INC COMstock$58,000
+16.0%
1,2020.0%0.01%
+50.0%
 ROYAL DUTCH SHELL PLC-ADRadr$64,000
-4.5%
1,2150.0%0.01%0.0%
NUE SellNUCOR CORP COMstock$63,000
-33.0%
607
-3.7%
0.01%
-25.0%
ISRG  INTUITIVE SURGICAL, INC.stock$65,000
-33.0%
3210.0%0.01%
-33.3%
IBB  ISHARES NASDAQ BIOTECHNOLOGYetf$62,000
-10.1%
5270.0%0.01%0.0%
IVW BuyISHARES S&P 500 GROWTH ETFetf$63,000
-20.3%
1,041
+0.1%
0.01%
-14.3%
BHF  BRIGHTHOUSE FINL INC COMstock$58,000
-20.5%
1,4110.0%0.01%0.0%
QQQM BuyINVESCO NASDAQ 100 ETFetf$49,000
-22.2%
421
+0.2%
0.01%
-16.7%
VOE BuyVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf$56,000
-9.7%
428
+2.9%
0.01%0.0%
MBB BuyISHARES MBS BOND ETFetf$54,000
-3.6%
552
+0.9%
0.01%0.0%
WRK  WESTROCK CO COMstock$48,000
-14.3%
1,1940.0%0.01%0.0%
OSK BuyOSHKOSH CORP COMstock$51,000
-13.6%
623
+6.5%
0.01%0.0%
PM BuyPHILIP MORRIS INTL INCstock$55,000
+7.8%
553
+1.3%
0.01%0.0%
PRU BuyPRUDENTIAL FINL INCstock$49,000
-18.3%
512
+1.2%
0.01%0.0%
BHP  BHP GROUP LTD SPONSORED ADSadr$55,000
-27.6%
9840.0%0.01%
-28.6%
SPHD BuyINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf$49,000
-5.8%
1,109
+0.8%
0.01%0.0%
GPRO NewGOPRO INC CL Astock$47,000–8,500
+100.0%
0.01%–
BA BuyBOEING CO COMstock$55,000
-17.9%
401
+15.2%
0.01%
-16.7%
VLT NewINVESCO HIGH INCOME TR II COMcef$56,000–5,326
+100.0%
0.01%–
VNQ SellVANGUARD REIT INDEX ETFetf$54,000
-30.8%
589
-17.6%
0.01%
-28.6%
PGR  PROGRESSIVE CORP COMstock$48,000
+2.1%
4080.0%0.01%
+25.0%
DELL BuyDELL TECHNOLOGIES INC CL Cstock$48,000
-7.7%
1,034
+0.7%
0.01%0.0%
FCX BuyFREEPORT MCMORAN COPPERstock$54,000
-40.7%
1,842
+0.4%
0.01%
-37.5%
PFEB  INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYetf$54,000
-8.5%
2,0010.0%0.01%0.0%
IXN SellISHARES GLOBAL TECH ETFetf$55,000
-74.1%
1,193
-67.4%
0.01%
-73.7%
HACK BuyETFMG PRIME CYBER SECURITY ETFetf$49,000
-22.2%
1,077
+0.1%
0.01%
-16.7%
VRTX  VERTEX PHARMACEUTICALS INstock$43,000
+10.3%
1510.0%0.00%
+33.3%
CARR BuyCARRIER GLOBAL CORPORATION COMstock$44,000
-12.0%
1,244
+14.4%
0.00%0.0%
BLDR  BUILDERS FIRSTSOURCE INC COMstock$40,000
-16.7%
7480.0%0.00%0.0%
AEP BuyAMERICAN ELEC PWR CO INC COMstock$39,000
-2.5%
402
+0.2%
0.00%0.0%
TECH  BIO-TECHNE CORP COMstock$43,000
-20.4%
1250.0%0.00%
-20.0%
HEI  HEICO CORP NEW COMstock$44,000
-15.4%
3360.0%0.00%
-20.0%
PLD BuyPROLOGIS INC. COMreit$37,0000.0%317
+40.3%
0.00%
+33.3%
CAT BuyCATERPILLAR INC COMstock$39,000
-18.8%
218
+0.5%
0.00%0.0%
PKI  PERKINELMER INC COMstock$39,000
-17.0%
2710.0%0.00%0.0%
XAR BuySPDR S&P AEROSPACE & DEFENSE ETFetf$44,000
-20.0%
441
+0.2%
0.00%
-20.0%
BWX SellSPDR BARCLAYS CAPITAL INTL TREASURY BOND ETFetf$37,000
-41.3%
1,589
-34.7%
0.00%
-33.3%
ED BuyCONSOLIDATED EDISON INC COMstock$45,000
+2.3%
470
+0.9%
0.00%0.0%
VT BuyVANGUARD TOTAL WORLD STOCK ETFetf$38,000
-9.5%
444
+6.2%
0.00%0.0%
NUEM BuyNUVEEN ESG EMERGING MARKETS EQUITY ETFetf$44,000
+158.8%
1,628
+192.8%
0.00%
+100.0%
VXUS BuyVANGUARD TOTAL INTERNATIONAL STOCK ETFetf$38,000
-11.6%
732
+1.1%
0.00%0.0%
BK SellBANK NEW YORK MELLON CORP COMstock$39,000
-26.4%
929
-12.9%
0.00%
-20.0%
LVS  LAS VEGAS SANDS CORPstock$37,000
-14.0%
1,1100.0%0.00%0.0%
CB SellCHUBB LIMITED COMstock$38,000
-34.5%
192
-29.4%
0.00%
-20.0%
ILMN SellILLUMINA INCstock$37,000
-52.6%
200
-10.7%
0.00%
-42.9%
UFPI BuyUFP INDUSTRIES INC COMstock$43,000
+2.4%
637
+17.7%
0.00%0.0%
PSX BuyPHILLIPS 66stock$44,000
-4.3%
534
+0.8%
0.00%0.0%
IIIN BuyINSTEEL INDS INC COMstock$41,000
+5.1%
1,222
+15.4%
0.00%
+33.3%
AKAM  AKAMAI TECHstock$37,000
-22.9%
4000.0%0.00%0.0%
IQV  IQVIA HLDGS INC COMstock$43,000
-6.5%
2000.0%0.00%0.0%
ICE BuyINTERCONTINENTAL EXCHANGE INC COMstock$46,000
-29.2%
492
+0.4%
0.00%
-33.3%
IWO SellISHARES RUSSELL 2000 GROWTH INDEXetf$38,000
-29.6%
183
-12.4%
0.00%
-20.0%
BSX  BOSTON SCIENTIFIC CORPstock$43,000
-15.7%
1,1550.0%0.00%
-20.0%
BuyGENERAL ELECTRIC CO COM NEWstock$39,000
-18.8%
608
+15.2%
0.00%0.0%
FNDB BuySCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETFetf$42,000
-14.3%
845
+0.6%
0.00%0.0%
ALL BuyALLSTATE CORPstock$42,000
-8.7%
333
+0.6%
0.00%0.0%
WBA BuyWALGREENS BOOTS ALLIANCE INC COMstock$46,000
+155.6%
1,216
+209.4%
0.00%
+100.0%
MWA BuyMUELLER WTR PRODS INC COM SER Astock$41,000
-8.9%
3,531
+0.5%
0.00%0.0%
 SPDR GOLD MINISHARES TRUSTetf$29,000
-6.5%
8040.0%0.00%0.0%
ROP BuyROPER INDUSTRIES INCstock$36,000
-16.3%
91
+1.1%
0.00%
-25.0%
DVN NewDEVON ENERGY CORPstock$36,000–658
+100.0%
0.00%–
AMG  AFFILIATED MANAGERS GROUP INCstock$36,000
-18.2%
3120.0%0.00%
-25.0%
D BuyDOMINION RESOURCES INCstock$26,000
-3.7%
320
+0.9%
0.00%
+50.0%
DBC NewDB COMMODITY INDEX TRACKINGetf$29,000–1,100
+100.0%
0.00%–
 ON HLDG AG NAMEN AKT Astock$35,000
-30.0%
2,0000.0%0.00%
-25.0%
VLO BuyVALERO ENERGY CORPstock$28,000
+7.7%
261
+0.8%
0.00%
+50.0%
EBTC BuyENTERPRISE BANCORP INC MASS COMstock$31,000
-20.5%
972
+0.6%
0.00%0.0%
AFL BuyAFLAC INC COMstock$36,000
-12.2%
643
+0.6%
0.00%
-25.0%
IMO BuyIMPERIAL OIL LTD COM NEW ISIN #CA4530384086stock$31,000
-3.1%
663
+0.5%
0.00%0.0%
BWEN  BROADWIND INC COM NEWstock$32,000
-25.6%
19,6870.0%0.00%
-25.0%
PRFZ  POWERSHARES FTSE RAFI US 1500 S/M PTetf$26,000
-16.1%
1690.0%0.00%0.0%
LUV  SOUTHWEST AIRLS CO COMstock$30,000
-21.1%
8230.0%0.00%0.0%
PXD BuyPIONEER NATURAL RESOURCES COstock$30,000
-6.2%
132
+3.1%
0.00%0.0%
ROCK BuyGIBRALTAR INDS INC COMstock$35,000
-2.8%
909
+7.6%
0.00%0.0%
OIL NewIPATH PURE BETA CRUDE OIL ETNetf$34,000–1,000
+100.0%
0.00%–
OLED BuyUNIVERSAL DISPLAY CORP COMstock$28,000
-40.4%
279
+0.4%
0.00%
-25.0%
TTEK BuyTETRA TECH INC NEW COMstock$32,000
-17.9%
236
+0.4%
0.00%0.0%
MU BuyMICRON TECHNOLOGY INC COMstock$29,000
-29.3%
524
+0.2%
0.00%
-25.0%
MTUM SellISHARES MSCI USA MOMENTUM FACTOR ETFetf$32,000
-68.0%
231
-61.1%
0.00%
-66.7%
AMD SellADVANCED MICRO DEVICES INC COMstock$26,000
-46.9%
342
-23.5%
0.00%
-25.0%
LIT SellGLOBAL X LITHIUM & BATTERY TECH ETFetf$27,000
-27.0%
366
-24.4%
0.00%0.0%
CHTR  CHARTER COMMUNICATIONS INC NEW CL Astock$27,000
-12.9%
570.0%0.00%0.0%
EMB BuyISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf$30,000
+7.1%
346
+22.3%
0.00%
+50.0%
CTVA SellCORTEVA INC COMstock$33,000
-13.2%
613
-7.4%
0.00%0.0%
SIVB  SVB FINANCIAL GROUP COMstock$36,000
-28.0%
900.0%0.00%
-25.0%
TMO SellTHERMO FISHER SCIENTIFIC INC COMstock$32,000
-34.7%
58
-30.1%
0.00%
-25.0%
NGG  NATIONAL GRID TRANSCO PLCadr$30,000
-16.7%
4700.0%0.00%0.0%
NTR BuyNUTRIEN LTD COMstock$29,000
-23.7%
366
+0.5%
0.00%0.0%
ANTM  ELEVANCE HEALTH INC COMstock$36,0000.0%730.0%0.00%0.0%
DOW  DOW INC COMstock$27,000
-18.2%
5170.0%0.00%0.0%
IUSV SellISHARES CORE S&P U.S. VALUE ETFetf$27,000
-90.3%
400
-89.1%
0.00%
-88.0%
DVY BuyISHARES DJ SELECT DIVIDENDetf$32,000
-8.6%
275
+0.7%
0.00%0.0%
ANDE BuyANDERSONS INC COMstock$26,000
-35.0%
795
+0.4%
0.00%
-25.0%
ATO BuyATMOS ENERGY CORPstock$31,000
-6.1%
274
+0.7%
0.00%0.0%
USB BuyUS BANCORP DEL COM NEWstock$26,000
-13.3%
573
+1.1%
0.00%0.0%
ITA NewISHARES TR DOW JONESUS AEROSPACE & DEFetf$29,000–288
+100.0%
0.00%–
DD  DUPONT DE NEMOURS INC COMstock$29,000
-23.7%
5130.0%0.00%0.0%
USHY  ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf$26,000
-10.3%
7520.0%0.00%0.0%
UL SellUNILEVER PLC SPON ADR NEWadr$32,000
-33.3%
695
-34.2%
0.00%
-25.0%
ZION  ZIONS BANCORPORATION N A COMstock$31,000
-22.5%
6140.0%0.00%
-25.0%
CMI  CUMMINS INC COMstock$26,000
-7.1%
1350.0%0.00%
+50.0%
VBF NewINVESCO BD FD COMcef$30,000–1,863
+100.0%
0.00%–
F BuyFORD MOTOR COMPANYstock$29,000
-34.1%
2,638
+0.5%
0.00%
-25.0%
CWB  SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf$26,000
-16.1%
4040.0%0.00%0.0%
DG  DOLLAR GEN CORP NEW COMstock$27,000
+8.0%
1110.0%0.00%
+50.0%
MAR  MARRIOTT INTL INCstock$35,000
-22.2%
2550.0%0.00%
-25.0%
TMUS  T-MOBILE US INC COMstock$34,000
+6.2%
2500.0%0.00%0.0%
ACN SellACCENTURE LTD BERMUDA CL Astock$28,000
-58.2%
102
-48.5%
0.00%
-50.0%
AMX  AMERICA MOVIL SERIES L ADRadr$35,000
-2.8%
1,6980.0%0.00%0.0%
EVRG BuyEVERGY INC COMstock$29,000
+123.1%
436
+135.7%
0.00%
+200.0%
TREX BuyTREX CO INC COMstock$26,000
-10.3%
469
+6.1%
0.00%0.0%
SPG BuySIMON PROPERTY GROUP INCreit$30,000
-26.8%
320
+1.6%
0.00%
-25.0%
CDNS  CADENCE DESIGN SYSTEM INC COMstock$27,000
-6.9%
1790.0%0.00%0.0%
VGT  VANGUARD INFORMATION TECHNOLOGYetf$27,000
-20.6%
820.0%0.00%0.0%
MPC BuyMARATHON PETE CORPstock$35,000
+12.9%
420
+16.7%
0.00%0.0%
HBAN BuyHUNTINGTON BANCSHARES INC COMstock$29,000
-17.1%
2,444
+1.0%
0.00%0.0%
JPXN BuyISHARES JPX-NIKKEI 400 ETFetf$32,000
-13.5%
565
+0.4%
0.00%0.0%
SNSR  GLOBAL X INTERNET OF THINGS THEMATIC ETFetf$26,000
-21.2%
1,0060.0%0.00%0.0%
PID BuyPOWERSHARES INTL DIVID ACHIEVERS PORTetf$34,000
-10.5%
1,967
+1.1%
0.00%0.0%
ADM BuyARCHER DANIELS MIDLAND CO COMstock$30,000
-14.3%
385
+0.3%
0.00%0.0%
SLV BuyISHARES SILVER TRUST ETFetf$21,000
+90.9%
1,133
+138.0%
0.00%
+100.0%
BABA SellALIBABA GROUP HLDG LTD SPONSORED ADSadr$20,000
+5.3%
174
-0.6%
0.00%0.0%
DLR BuyDIGITAL RLTY TR INC COMreit$19,000
-5.0%
144
+0.7%
0.00%0.0%
PANW  PALO ALTO NETWORKS INC COMstock$23,000
-20.7%
470.0%0.00%
-33.3%
PEG BuyPUBLIC SVC ENTERPRISE GRP INC COMstock$21,000
-8.7%
326
+0.9%
0.00%0.0%
EBAY  EBAY INCstock$16,000
-23.8%
3730.0%0.00%0.0%
ECL  ECOLAB INC COMstock$17,000
-15.0%
1130.0%0.00%0.0%
RIO BuyRIO TINTO PLC SPON ADRadr$25,000
-16.7%
402
+6.6%
0.00%
-33.3%
EQIX  EQUINIX INC COMreit$23,000
-8.0%
340.0%0.00%0.0%
SPGI  S&P GLOBAL INC COMstock$20,000
-16.7%
590.0%0.00%0.0%
SBAC  SBA COMMUNICATIONS CORP NEW CL Areit$18,000
-5.3%
550.0%0.00%0.0%
SPAB SellSPDR PORTFOLIO AGGREGATE BOND ETFetf$23,000
-71.2%
854
-70.4%
0.00%
-71.4%
EXC  EXELON CORP COMstock$19,0000.0%4080.0%0.00%0.0%
MDYG BuySPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf$17,000
-15.0%
272
+0.4%
0.00%0.0%
JNK  SPDR HIGH YIELD BOND ETFetf$16,000
-11.1%
1770.0%0.00%0.0%
SSRM  SSR MNG INC COMstock$17,000
-22.7%
1,0000.0%0.00%0.0%
SCHV NewSCHWAB U.S. LARGE-CAP VALUE ETFetf$16,000–256
+100.0%
0.00%–
SCHA BuySCHWAB U.S. SMALL-CAP ETFetf$16,000
-15.8%
406
+0.5%
0.00%0.0%
SCHO  SCHWAB SHORT-TERM U.S. TREASURY ETFetf$19,000
-5.0%
3960.0%0.00%0.0%
XLY  CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf$21,000
-25.0%
1530.0%0.00%0.0%
FHI BuyFEDERATED INVS PA CL B CLASS Bstock$16,000
-5.9%
495
+0.8%
0.00%0.0%
NOW  SERVICENOW INC COMstock$23,000
-14.8%
480.0%0.00%0.0%
FITB BuyFIFTH THIRD BANCORPstock$20,000
-20.0%
590
+3.7%
0.00%0.0%
FXL  FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf$25,000
-16.7%
2620.0%0.00%
-33.3%
RJI  ELEMENTS ROGERS TOTAL RETURNetf$21,000
-4.5%
2,4750.0%0.00%0.0%
FNV  FRANCO NEV CORP COMstock$20,000
-16.7%
1510.0%0.00%0.0%
TU BuyTELUS CORPORATION COMstock$24,000
-14.3%
1,062
+0.9%
0.00%0.0%
MMM  3M CO COMstock$21,000
-12.5%
1620.0%0.00%0.0%
FYBR NewFRONTIER COMMUNICATIONS PARENT COMstock$16,000–690
+100.0%
0.00%–
TFC BuyTRUIST FINL CORP COMstock$16,000
-15.8%
335
+1.2%
0.00%0.0%
AJG  GALLAGHER ARTHUR J &COstock$19,000
-5.0%
1150.0%0.00%0.0%
USO BuyUNITED STATES OIL FUNDetf$18,000
+28.6%
225
+16.6%
0.00%
+100.0%
GILD BuyGILEAD SCIENCES INCstock$22,000
+4.8%
349
+1.2%
0.00%0.0%
GWRS BuyGLOBAL WTR RES INC COMstock$16,0000.0%1,246
+29.4%
0.00%
+100.0%
EDOC  GLOBAL X TELEMEDICINE & DIGITAL HEALTH ETFetf$16,000
-20.0%
1,3590.0%0.00%0.0%
VXF NewVANGUARD EXTENDED MARKET INDEX FUNDetf$17,000–131
+100.0%
0.00%–
GSIE BuyGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf$23,000
-14.8%
832
+0.7%
0.00%0.0%
VMC  VULCAN MATLS CO COMstock$18,000
-25.0%
1280.0%0.00%0.0%
WFC BuyWELLS FARGO CO NEW COMstock$22,000
-18.5%
566
+0.5%
0.00%0.0%
HROW  HARROW HEALTH INC COMstock$22,000
+4.8%
3,0660.0%0.00%0.0%
WCBR  WISDOMTREE CYBERSECURITY FUNDetf$18,000
-28.0%
9900.0%0.00%0.0%
CME BuyCHICAGO MERCANTILE HLDGS INCstock$19,000
-13.6%
93
+1.1%
0.00%0.0%
HLT  HILTON WORLDWIDE HLDGS INC COMstock$16,000
-27.3%
1480.0%0.00%0.0%
TEAM  ATLASSIAN CORP PLC CL Astock$20,000
-37.5%
1070.0%0.00%
-33.3%
ETN SellEATON CORP PLC SHSstock$20,000
-47.4%
160
-36.8%
0.00%
-33.3%
HUM  HUMANA INC COMstock$21,000
+10.5%
440.0%0.00%0.0%
CWT BuyCALIFORNIA WTR SVC GROUP COMstock$17,000
-5.6%
305
+0.3%
0.00%0.0%
TT  TRANE TECHNOLOGIES PLC SHSstock$17,000
-15.0%
1280.0%0.00%0.0%
INTU  INTUIT INCstock$16,000
-20.0%
420.0%0.00%0.0%
RPV BuyINVESCO S&P 500 PURE VALUE ETFetf$17,000
-10.5%
224
+0.9%
0.00%0.0%
CE BuyCELANESE CORPORATIONstock$22,000
-15.4%
185
+0.5%
0.00%0.0%
IRM BuyIRON MTN INC NEW COMreit$21,000
-12.5%
436
+1.2%
0.00%0.0%
OEF  ISHARES TR S&P 100 INDEX FUNDetf$16,000
-15.8%
900.0%0.00%0.0%
IYK BuyISHARES DOW JONES US CONSUMER GOODSetf$22,0000.0%112
+0.9%
0.00%0.0%
ICLN BuyISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf$23,000
-11.5%
1,197
+0.8%
0.00%0.0%
SHV BuyISHARES TR LEHMAN SHORT TREA BDFDetf$19,000
+58.3%
169
+55.0%
0.00%
+100.0%
IWC NewISHARES RUSSELL MICROCAP INDEXetf$21,000–201
+100.0%
0.00%–
HEFA  ISHARES CURRENCY HEDGED MSCI EAFE ETFetf$24,000
-7.7%
7520.0%0.00%0.0%
KLAC  KLA-TENCOR CORPstock$18,000
-10.0%
540.0%0.00%0.0%
CTXS  CITRIX SYSTEMS INCstock$21,000
-4.5%
2140.0%0.00%0.0%
KMI BuyKINDER MORGAN INCstock$17,000
-10.5%
1,030
+1.5%
0.00%0.0%
CWENA BuyCLEARWAY ENERGY INC CL Astock$25,000
-3.8%
785
+1.2%
0.00%0.0%
NewKRANESHARES GLOBAL CARBON TRANSFORMATION ETFetf$17,000–785
+100.0%
0.00%–
KR  KROGER CO COMstock$16,000
-15.8%
3340.0%0.00%0.0%
LPTX  LEAP THERAPEUTICS INC COMstock$18,000
-33.3%
15,3850.0%0.00%0.0%
LYV  LIVE NATION ENTERTAINMENT INC COMstock$17,000
-29.2%
2020.0%0.00%0.0%
AZN  ASTRAZENECA PLC- SPONS ADRadr$23,0000.0%3460.0%0.00%0.0%
MRVL SellMARVELL TECHNOLOGY GROUP LTDstock$20,000
-53.5%
466
-22.6%
0.00%
-50.0%
STZ  CONSTELLATION BRANDS INC CL Astock$18,000
+5.9%
750.0%0.00%0.0%
GLW  CORNING INC COMstock$21,000
-12.5%
6530.0%0.00%0.0%
CRON NewCRONOS GROUP INC COMstock$19,000–6,680
+100.0%
0.00%–
NVS  NOVARTIS AG ADRadr$22,000
-4.3%
2600.0%0.00%0.0%
NUSC BuyNUVEEN ESG SMALL-CAP ETFetf$22,000
+69.2%
673
+104.6%
0.00%
+100.0%
OGN BuyORGANON & CO COMMON STOCKstock$17,0000.0%498
+0.2%
0.00%0.0%
RSP  GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf$12,000
-7.7%
850.0%0.00%0.0%
ARKK SellARK INNOVATION ETFetf$7,000
-76.7%
172
-61.8%
0.00%
-66.7%
COF  CAPITAL ONE FINANCIAL CORPstock$8,000
-11.1%
720.0%0.00%0.0%
INSG NewINSEEGO CORP COMstock$6,000–3,000
+100.0%
0.00%–
IIPR  INNOVATIVE INDL PPTYS INC COMreit$6,000
-45.5%
550.0%0.00%0.0%
INSP  INSPIRE MED SYS INC COMstock$8,000
-33.3%
440.0%0.00%0.0%
NGVT  INGEVITY CORP COMstock$12,0000.0%1890.0%0.00%0.0%
CNI  CANADIAN NATIONAL RAILWAY COstock$9,000
-18.2%
820.0%0.00%0.0%
BLOK SellAMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf$10,000
-50.0%
533
-9.0%
0.00%
-50.0%
EWT  ISHARES MSCI TAIWAN INDEX FD ETFetf$13,000
-18.8%
2560.0%0.00%0.0%
NXPI  NXP SEMICONDUCTORS N V COMstock$15,000
-21.1%
1030.0%0.00%
-50.0%
PICK NewISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf$9,000–257
+100.0%
0.00%–
ASML SellASML HOLDING N V N Y REGISTRY SHSadr$8,000
-63.6%
16
-51.5%
0.00%
-50.0%
CHWY  CHEWY INC CL Astock$7,000
-12.5%
2000.0%0.00%0.0%
SHYG NewISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf$6,000–153
+100.0%
0.00%–
TAIL NewCAMBRIA TAIL RISK ETFetf$10,000–568
+100.0%
0.00%–
IKNA  IKENA ONCOLOGY INC COMstock$13,000
-27.8%
2,9990.0%0.00%
-50.0%
RL BuyRALPH LAUREN CORP CL Astock$8,000
-20.0%
85
+1.2%
0.00%0.0%
H  HYATT HOTELS CORPORATIONstock$9,000
-25.0%
1210.0%0.00%0.0%
APTV  DELPHI AUTOMOTIVE PLC COMstock$9,000
-25.0%
1040.0%0.00%0.0%
GOGL NewGOLDEN OCEAN GROUP LTD SHS NEWstock$10,000–889
+100.0%
0.00%–
A  AGILENT TECH INCstock$15,000
-6.2%
1230.0%0.00%0.0%
NTB  BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock$9,000
-10.0%
2800.0%0.00%0.0%
ZBH  ZIMMER HLDGS INCstock$11,000
-15.4%
1020.0%0.00%0.0%
ZBRA SellZEBRA TECHNOLOGIES CORPORATION CL Astock$7,000
-50.0%
24
-29.4%
0.00%0.0%
ABC  AMERISOURCEBERGEN CORP COMstock$9,000
-10.0%
640.0%0.00%0.0%
IDRV SellISHARES SELF-DRIVING EV AND TECH ETFetf$12,000
-47.8%
319
-35.9%
0.00%
-50.0%
HES  HESS CORP COMstock$14,0000.0%1310.0%0.00%0.0%
IRBO BuyISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf$11,000
-21.4%
404
+0.5%
0.00%0.0%
WOPEY NewWOODSIDE ENERGY GROUP LTD SPONSORED ADRadr$8,000–353
+100.0%
0.00%–
CINF  CINCINNATI FINL CORP COMstock$9,000
-18.2%
790.0%0.00%0.0%
CF BuyCF INDS HLDGS INC COMstock$15,000
-16.7%
174
+0.6%
0.00%
-50.0%
AIG BuyAMERICAN INTL GROUP INC COM NEWstock$9,000
-18.2%
172
+0.6%
0.00%0.0%
HAL BuyHALLIBURTON CO COMstock$10,000
-9.1%
304
+0.7%
0.00%0.0%
AMJ  JP MORGAN ALERIAN MLP ETNetf$15,000
-11.8%
8110.0%0.00%
-50.0%
HPQ  HP INC COMstock$6,0000.0%1670.0%0.00%0.0%
WEN BuyWENDYS CO COMstock$10,000
-9.1%
506
+0.8%
0.00%0.0%
AAL  AMERICAN AIRLS GROUP INC COMstock$13,000
-27.8%
1,0000.0%0.00%
-50.0%
BBUS NewJPMORGAN BETABUILDERS U.S. EQUITY ETFetf$6,000–95
+100.0%
0.00%–
GWW  GRAINGER W W INC COMstock$9,000
-10.0%
190.0%0.00%0.0%
WEC BuyWEC ENERGY GROUP INC COMstock$6,0000.0%64
+1.6%
0.00%0.0%
VOYA  VOYA FINANCIAL INC COMstock$6,0000.0%930.0%0.00%0.0%
JBLU  JETBLUE AWYS CORP COMstock$9,000
-47.1%
1,1200.0%0.00%
-50.0%
VTRS SellVIATRIS INC COMstock$13,000
-40.9%
1,254
-36.7%
0.00%
-50.0%
DJP  IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf$9,000
-10.0%
2640.0%0.00%0.0%
URA  GLOBAL X URANIUM ETFetf$9,000
-30.8%
5100.0%0.00%0.0%
KEY BuyKEYCORP COMstock$11,000
-21.4%
616
+1.1%
0.00%0.0%
PWR  QUANTA SVCS INC COMstock$6,0000.0%440.0%0.00%0.0%
FINX  GLOBAL X FINTECH THEMATIC ETFetf$8,000
-33.3%
3880.0%0.00%0.0%
EXG BuyEATON VANCE TAX MANAGED GLOBAL EQUITYcef$7,000
-22.2%
950
+2.5%
0.00%0.0%
BuyCIVITAS RESOURCES INC COM NEWstock$11,000
-8.3%
213
+2.4%
0.00%0.0%
PHM  PULTE GROUP INC COMstock$7,0000.0%1680.0%0.00%0.0%
BOTZ  GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf$8,000
-33.3%
4060.0%0.00%0.0%
NewDIMENSIONAL US MARKETWIDE VALUE ETFetf$12,000–391
+100.0%
0.00%–
DRIV  GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf$8,000
-20.0%
3610.0%0.00%0.0%
EFT BuyEATON VANCE FLTING RATE INC TR COMcef$6,000
-14.3%
529
+1.9%
0.00%0.0%
SellKYNDRYL HLDGS INC COMMON STOCKstock$8,000
-38.5%
825
-14.3%
0.00%0.0%
BIV BuyVANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf$7,0000.0%90
+1.1%
0.00%0.0%
OIH  VANECK OIL SERVICES ETFetf$6,000
-14.3%
260.0%0.00%0.0%
AEM BuyAGNICO EAGLE MINES LTD COMstock$13,000
-23.5%
278
+0.7%
0.00%
-50.0%
LRCX  LAM RESEARCH CORPstock$7,000
-22.2%
170.0%0.00%0.0%
CTSH BuyCOGNIZANT TECH SOLUTIONS CORPstock$10,000
-28.6%
152
+0.7%
0.00%0.0%
MOAT  VANECK MORNINGSTAR WIDE MOAT ETFetf$6,0000.0%860.0%0.00%0.0%
VVV NewVALVOLINE INC COMstock$10,000–343
+100.0%
0.00%–
LAND BuyGLADSTONE LD CORP COMreit$7,000
-36.4%
306
+0.3%
0.00%0.0%
BR  BROADRIDGE FIN SOLstock$12,000
-7.7%
800.0%0.00%0.0%
ALLY BuyALLY FINL INC COMstock$9,000
-18.2%
265
+0.8%
0.00%0.0%
LXPPRC NewLXP INDUSTRIAL TRUST PFD CONV SER Creit$8,000–150
+100.0%
0.00%–
URI  UNITED RENTALS INC COMstock$15,000
-31.8%
620.0%0.00%
-50.0%
GM SellGENERAL MOTORS CORPstock$14,000
-41.7%
436
-21.0%
0.00%
-50.0%
UMPQ BuyUMPQUA HLDGS CORP COMstock$9,000
-10.0%
525
+1.4%
0.00%0.0%
ANET SellARISTA NETWORKS INC COMstock$10,000
-52.4%
108
-27.0%
0.00%
-50.0%
ASH NewASHLAND GLOBAL HLDGS INC COMstock$13,000–125
+100.0%
0.00%–
GNRC  GENERAC HLDGS INC COMstock$15,000
-28.6%
720.0%0.00%
-50.0%
DDOG  DATADOG INC CL A COMstock$9,000
-35.7%
900.0%0.00%0.0%
 TOAST INC CL Astock$7,000
-36.4%
5140.0%0.00%0.0%
BXP  BOSTON PPTYS INCreit$10,000
-28.6%
1100.0%0.00%0.0%
NewFRANKLIN BSP RLTY TR INC COMMON STOCKreit$9,000–698
+100.0%
0.00%–
CANE NewTEUCRIUM SUGAR FUNDetf$9,000–1,000
+100.0%
0.00%–
CBSH  COMMERCE BANCSHARES INC COMstock$11,000
-8.3%
1680.0%0.00%0.0%
TER  TERADYNE INC COMstock$13,000
-23.5%
1420.0%0.00%
-50.0%
TROW SellT ROWE PRICE GROUP INCstock$14,000
-46.2%
119
-31.6%
0.00%
-50.0%
TDC BuyTERADATA CORPstock$7,000
+40.0%
200
+100.0%
0.00%–
MGM  MGM RESORTS INTERNATIONALstock$10,000
-28.6%
3400.0%0.00%0.0%
TENB  TENABLE HLDGS INC COMstock$10,000
-16.7%
2110.0%0.00%0.0%
FOXA  FOX CORP CL A COMstock$10,000
-23.1%
3210.0%0.00%0.0%
MRO NewMARATHON OIL CORP COMstock$14,000–633
+100.0%
0.00%–
THW BuyTEKLA WORLD HEALTHCARE FD BEN INT SHScef$7,0000.0%462
+2.4%
0.00%0.0%
TPR BuyCOACH INCstock$13,000
-18.8%
420
+0.7%
0.00%0.0%
AEE  AMEREN CORPstock$6,0000.0%670.0%0.00%0.0%
FTNT BuyFORTINET INC COMstock$7,000
-22.2%
125
+400.0%
0.00%0.0%
ACM  AECOM TECHNOLOGY CORPstock$6,0000.0%840.0%0.00%0.0%
PINS  PINTEREST INC CL Astock$9,000
-30.8%
5110.0%0.00%0.0%
SLF  SUN LIFE FINANCIAL INC. COMstock$8,000
-11.1%
1690.0%0.00%0.0%
MKC  MCCORMICK & CO INC COM NON VTGstock$6,000
-14.3%
720.0%0.00%0.0%
STAG SellSTAG INDL INC COMreit$6,000
-91.7%
208
-88.1%
0.00%
-83.3%
MCK  MCKESSON CORPstock$10,0000.0%310.0%0.00%0.0%
OLN BuyOLIN CORP COM PAR $1stock$9,000
-10.0%
191
+0.5%
0.00%0.0%
BXMT BuyBLACKSTONE MTG TR INC COM CL Areit$10,000
-9.1%
343
+1.8%
0.00%0.0%
SGDM  SPROTT GOLD MINERS ETFetf$10,000
-28.6%
4300.0%0.00%0.0%
MXF BuyMEXICO FD INC COMcef$13,000
-7.1%
869
+1.3%
0.00%0.0%
CIBR  FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf$10,000
-23.1%
2520.0%0.00%0.0%
 CONSTELLATION ENERGY CORP COMstock$8,0000.0%1360.0%0.00%0.0%
PHYS  SPROTT PHYSICAL GOLD TRUSTcef$9,000
-10.0%
6640.0%0.00%0.0%
COO  COOPER COS INC COM NEWstock$8,000
-27.3%
260.0%0.00%0.0%
CPRT SellCOPART INC COMstock$10,000
-16.7%
89
-3.3%
0.00%0.0%
FPX  FIRST TRUST US EQUITY OPPORTUNITIES ETFetf$12,000
-20.0%
1400.0%0.00%0.0%
FRC  FIRST REPUBLIC BANKstock$15,000
-11.8%
1060.0%0.00%
-50.0%
SITC BuySITE CTRS CORP COMreit$9,000
-18.2%
658
+0.8%
0.00%0.0%
MNST  MONSTER BEVERAGE CORP NEW COMstock$10,000
+11.1%
1080.0%0.00%0.0%
FIS SellFIDELITY NATL INFO SVCSstock$10,000
-44.4%
108
-37.9%
0.00%
-50.0%
MSI  MOTOROLA SOLUTIONS INC COM NEWstock$8,000
-11.1%
390.0%0.00%0.0%
SHOP BuySHOPIFY INC CL Astock$8,000
-60.0%
267
+820.7%
0.00%
-50.0%
NCR BuyNCR CORPstock$8,000
+700.0%
242
+1628.6%
0.00%–
NewDRAFTKINGS INC NEW COM CL Astock$12,000–1,000
+100.0%
0.00%–
FDX SellFEDEX CORPstock$7,000
-77.4%
32
-76.3%
0.00%
-66.7%
FSLY  FASTLY INC CL Astock$12,000
-29.4%
1,0000.0%0.00%
-50.0%
SCHP SellSCHWAB U.S. TIPS ETFetf$10,000
-50.0%
181
-46.3%
0.00%
-50.0%
ARKF  ARK FINTECH INNOVATION ETFetf$7,000
-46.2%
4440.0%0.00%0.0%
SCHG  SCHWAB U.S. LARGE-CAP GROWTH ETFetf$15,000
-21.1%
2560.0%0.00%
-50.0%
ADSK NewAUTODESK INCstock$6,000–35
+100.0%
0.00%–
EYE  NATIONAL VISION HLDGS INC COMstock$6,000
-33.3%
2080.0%0.00%0.0%
EXPE  EXPEDIA GROUP INC COM NEWstock$9,000
-52.6%
950.0%0.00%
-50.0%
AES BuyAES CORPstock$6,000
-14.3%
275
+0.7%
0.00%0.0%
TFI NewSPDR MUNICIPAL BOND ETFetf$12,000–256
+100.0%
0.00%–
NFLX SellNETFLIX INC COMstock$7,000
-63.2%
39
-25.0%
0.00%
-50.0%
HAIL  SPDR S&P KENSHO SMART MOBILITY ETFetf$6,000
-25.0%
1760.0%0.00%0.0%
KOMP  SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf$6,000
-25.0%
1450.0%0.00%0.0%
TOTL SellSPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf$9,000
-52.6%
213
-48.4%
0.00%
-50.0%
NXST  NEXSTAR MEDIA GROUP INC CL Astock$12,000
-14.3%
730.0%0.00%0.0%
MDYV BuySPDR S&P 400 MID CAP VALUE ETFetf$7,000
-12.5%
118
+0.9%
0.00%0.0%
SPYV SellSPDR PORTFOLIO S&P 500 VALUE ETFetf$15,000
-34.8%
402
-26.5%
0.00%
-50.0%
AZO  AUTOZONE INC COMstock$9,000
+12.5%
40.0%0.00%0.0%
SPYG SellSPDR PORTFOLIO S&P 500 GROWTH ETFetf$14,000
-39.1%
262
-24.3%
0.00%
-50.0%
SLYG  SPDR S&P 600 SMALL CAP GROWTH ETFetf$10,000
-9.1%
1370.0%0.00%0.0%
DNP BuyDNP SELECT INCOME FD INCcef$7,000
-12.5%
686
+1.8%
0.00%0.0%
NOC  NORTHROP GRUMMAN CORP COMstock$10,0000.0%210.0%0.00%0.0%
RHP  RYMAN HOSPITALITY PPTYS INC COMreit$10,000
-16.7%
1310.0%0.00%0.0%
DFS  DISCOVER FINANCIAL SERVICES LLCstock$7,000
-12.5%
760.0%0.00%0.0%
EQNR BuySTATOIL ASA SPONSORED ADR CMNadr$7,000
-12.5%
215
+0.5%
0.00%0.0%
 ENOVIX CORPORATION COMstock$6,000
-33.3%
6270.0%0.00%0.0%
RGEN  REPLIGEN CORP COMstock$7,000
-12.5%
450.0%0.00%0.0%
HYG BuyISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf$11,000
-8.3%
143
+0.7%
0.00%0.0%
IGIB NewISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$13,000–254
+100.0%
0.00%–
MUB SellISHARES AMT-FREE MUNI BOND ETFetf$12,000
-42.9%
117
-38.1%
0.00%
-50.0%
IYJ  ISHARES DJ US INDUSTRIALetf$10,000
-16.7%
1150.0%0.00%0.0%
IWV  ISHARES RUSSELL 3000 ETFetf$12,000
-20.0%
550.0%0.00%0.0%
NS BuyNUSTAR ENERGY LP UNIT COMstock$8,0000.0%572
+2.9%
0.00%0.0%
IWB BuyISHARES TR RUSSELL 1000 INDEX ETFetf$15,000
-11.8%
70
+1.4%
0.00%
-50.0%
ITB  ISHARES DOW JONES US HOME CONST (ETF)etf$10,000
-9.1%
1860.0%0.00%0.0%
IYC  ISHARES DJ US CONSUMER SERVICESetf$10,000
-28.6%
1810.0%0.00%0.0%
IHI SellISHARES TR DOW JONES US MEDICAL DEVICES INDEXetf$9,000
-25.0%
180
-9.1%
0.00%0.0%
SDOG BuyALPS SECTOR DIVIDEND DOGS ETFetf$14,000
-6.7%
275
+1.1%
0.00%0.0%
CHNG  CHANGE HEALTHCARE INC COMstock$14,000
+7.7%
6000.0%0.00%0.0%
IGV  ISHARES S&P NORTH AMER TECH-SOFTWAREetf$13,000
-18.8%
470.0%0.00%0.0%
IXP BuyISHARES GLOBAL COMM SERVICES ETFetf$13,000
-13.3%
207
+1.0%
0.00%0.0%
BuyAPOLLO GLOBAL MGMT INC COMstock$12,0000.0%250
+33.7%
0.00%0.0%
EWC NewISHARES MSCI CANADA INDEXetf$6,000–164
+100.0%
0.00%–
VEGI NewISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETFetf$10,000–247
+100.0%
0.00%–
BOKF BuyBOK FINL CORP COM NEWstock$14,000
-22.2%
190
+0.5%
0.00%
-50.0%
CASA NewCASA SYS INC COMstock$8,000–2,000
+100.0%
0.00%–
DISCK ExitDISCOVERY INC COM SER Cstock$0–-40
-100.0%
0.00%–
AMN  AMN HEALTHCARE SVCS INC COMstock$1,0000.0%90.0%0.00%–
ANIP NewANI PHARMACEUTICALS INC COMstock$0–0
+100.0%
0.00%–
ARKQ SellARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf$5,000
-54.5%
93
-44.0%
0.00%
-100.0%
ARKG  ARK GENOMIC REVOLUTION ETFetf$1,000
-50.0%
470.0%0.00%–
AWP  ALPINE GLOBAL PREMIER PROPERTIES FDcef$0–10.0%0.00%–
ABMD NewABIOMED INC COMstock$0–0
+100.0%
0.00%–
ATVI  ACTIVISION INCstock$2,0000.0%300.0%0.00%–
ADPT NewADAPTIVE BIOTECHNOLOGIES CORP COMstock$0–0
+100.0%
0.00%–
ASIX  ADVANSIX INC COMstock$0
-100.0%
120.0%0.00%–
AVAV  AEROVIRONMENT INC COMstock$2,0000.0%250.0%0.00%–
ABNB  AIRBNB INC COM CL Astock$2,000
-50.0%
240.0%0.00%–
AKUS  AKOUOS INC COMstock$3,0000.0%6510.0%0.00%–
AKTS  AKOUSTIS TECHNOLOGIES INC COMstock$1,0000.0%2000.0%0.00%–
AGI NewALAMOS GOLD INC NEW COM CL Astock$0–0
+100.0%
0.00%–
ALRM  ALARM COM HLDGS INC COMstock$2,0000.0%350.0%0.00%–
ALK NewALASKA AIR GROUP INC COMstock$0–0
+100.0%
0.00%–
ALB NewALBEMARLE CORPstock$0–0
+100.0%
0.00%–
ALGN  ALIGN TECHNOLOGY INC COMstock$4,000
-50.0%
180.0%0.00%
-100.0%
ALSN  ALLISON TRANSMISSION HLDGS INC COMstock$1,000
-50.0%
380.0%0.00%–
AIMC  ALTRA INDL MOTION CORP COMstock$1,000
-50.0%
390.0%0.00%–
AMED  AMEDISYS INC COMstock$0
-100.0%
30.0%0.00%–
APH  AMPHENOL CORP CL Astock$3,0000.0%410.0%0.00%–
BATT  AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETFetf$1,000
-50.0%
1020.0%0.00%–
ANSS  ANSYS INCstock$1,0000.0%40.0%0.00%–
ARI BuyAPOLLO COML REAL EST FIN INC COMreit$5,000
-28.6%
525
+2.5%
0.00%
-100.0%
APPF NewAPPFOLIO INC COM CL Astock$0–0
+100.0%
0.00%–
AQB NewAQUABOUNTY TECHNOLOGIES INC COM NEWstock$0–0
+100.0%
0.00%–
RCUS NewARCUS BIOSCIENCES INC COMstock$0–0
+100.0%
0.00%–
ARCT NewARCTURUS THERAPEUTICS HLDGS COMstock$0–0
+100.0%
0.00%–
AIZ  ASSURANT INC COMstock$2,0000.0%100.0%0.00%–
ATRA NewATARA BIOTHERAPEUTICS INC COMstock$0–0
+100.0%
0.00%–
ACB  AURORA CANNABIS INC COMstock$0
-100.0%
1400.0%0.00%–
ALV BuyAUTOLIV INC COMstock$1,0000.0%11
+10.0%
0.00%–
AVPT NewAVEPOINT INC COM CL Astock$0–0
+100.0%
0.00%–
AVNW  AVIAT NETWORKS INC COM NEWstock$5,000
-16.7%
2000.0%0.00%
-100.0%
BGS BuyB&G FOODS INC CLASS Astock$2,000
-33.3%
103
+2.0%
0.00%–
BP  BP PLC SPONSORED ADRadr$0–40.0%0.00%–
BIDU NewBAIDU COM ADRadr$0–0
+100.0%
0.00%–
BOH  BANK HAWAII CORP COMstock$1,0000.0%110.0%0.00%–
BMO  BANK OF MONTREALstock$1,0000.0%110.0%0.00%–
OZK NewBANK OZK COMstock$0–0
+100.0%
0.00%–
GOLD BuyBARRICK GOLD CORP Fstock$3,000
+50.0%
151
+51.0%
0.00%–
 BATH & BODY WORKS INC COMstock$1,000
-50.0%
340.0%0.00%–
 BELLRING BRANDS INC COMMON STOCKstock$0–160.0%0.00%–
BLFS NewBIOLIFE SOLUTIONS INC COM NEWstock$0–0
+100.0%
0.00%–
BNTX NewBIONTECH SE SPONSORED ADSadr$0–0
+100.0%
0.00%–
BL  BLACKLINE INC COMstock$1,0000.0%90.0%0.00%–
BKNG  BOOKING HOLDINGS INC COMstock$3,000
-40.0%
20.0%0.00%–
BAH  BOOZ ALLEN HAMILTON HLDG CORP CL Astock$4,0000.0%440.0%0.00%–
BWA BuyBORG WARNER AUTOMOTIVE INCstock$1,000
-50.0%
43
+2.4%
0.00%–
BEPC NewBROOKFIELD RENEWABLE CORP CL A SUB VTGstock$0–0
+100.0%
0.00%–
BURL  BURLINGTON STORES INC COMstock$1,000
-50.0%
100.0%0.00%–
CBRE  CBRE GROUP INC Astock$1,0000.0%100.0%0.00%–
CDK  CDK GLOBAL INC COMstock$1,0000.0%220.0%0.00%–
CCMP  CMC MATERIALS INC COMstock$0–10.0%0.00%–
CMS  CMS ENERGY CORP COMstock$1,0000.0%170.0%0.00%–
CZR NewCAESARS ENTERTAINMENT INC NEW COMstock$0–0
+100.0%
0.00%–
CAMP NewCALAMP CORP COMstock$0–0
+100.0%
0.00%–
CWH NewCAMPING WORLD HLDGS INC CL Astock$0–0
+100.0%
0.00%–
CP  CANADIAN PAC RAILWAYLTDstock$1,0000.0%100.0%0.00%–
CGC  CANOPY GROWTH CORP COMstock$1,000
-66.7%
4430.0%0.00%–
CARG NewCARGURUS INC COM CL Astock$0–0
+100.0%
0.00%–
KMX  CARMAX INCstock$2,0000.0%200.0%0.00%–
CCL  CARNIVAL CORPstock$1,000
-50.0%
1060.0%0.00%–
CNC NewCENTENE CORP DEL COMstock$0–0
+100.0%
0.00%–
CRNC  CERENCE INC COMstock$1,0000.0%280.0%0.00%–
CHE  CHEMED CORP NEW COMstock$1,0000.0%20.0%0.00%–
CMG  CHIPOTLE MEXICAN GRILL INC COMstock$3,0000.0%20.0%0.00%–
CFG BuyCITIZENS FINL GROUP INC COMstock$3,0000.0%70
+1.4%
0.00%–
CGNX  COGNEX CORP COMstock$0
-100.0%
80.0%0.00%–
COHR NewCOHERENT INC COMstock$0–0
+100.0%
0.00%–
RNP NewCOHEN & STEERS REIT & PFD & IN COMcef$0–0
+100.0%
0.00%–
COIN  COINBASE GLOBAL INC COM CL Astock$1,000
-66.7%
150.0%0.00%–
ECON  COLUMBIA EMERGING MARKETS CONSUMER ETFetf$0–70.0%0.00%–
COLM  COLUMBIA SPORTSWEAR CO COMstock$0–10.0%0.00%–
CMA  COMERICA INC COMstock$3,000
-25.0%
470.0%0.00%–
CMPS  COMPASS PATHWAYS PLC SPONSORED ADSadr$1,0000.0%1000.0%0.00%–
CAG BuyCONAGRA BRANDS INC COMstock$2,0000.0%68
+1.5%
0.00%–
CSGP  COSTAR GROUP INC COMstock$2,000
-33.3%
400.0%0.00%–
CPNG NewCOUPANG INC CL Astock$0–0
+100.0%
0.00%–
CEQP NewCRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNERstock$0–0
+100.0%
0.00%–
CRWD NewCROWDSTRIKE HLDGS INC CL Astock$0–0
+100.0%
0.00%–
CCK  CROWN HLDGS INC COMstock$5,000
-16.7%
500.0%0.00%
-100.0%
CFR NewCULLEN FROST BANKERSINCstock$0–0
+100.0%
0.00%–
DHI NewD R HORTON INC COMstock$0–0
+100.0%
0.00%–
DRI  DARDEN RESTAURANTS INCstock$1,0000.0%100.0%0.00%–
DVA  DAVITA INC COMstock$2,0000.0%200.0%0.00%–
DXCM NewDEXCOM INC COMstock$0–0
+100.0%
0.00%–
FANG  DIAMONDBACK ENERGY INC COMstock$0–20.0%0.00%–
DOCU  DOCUSIGN INC COMstock$4,000
-50.0%
760.0%0.00%
-100.0%
DLB  DOLBY LABORATORIES INC COM CL Astock$1,0000.0%180.0%0.00%–
DLTR  DOLLAR TREE INC COMstock$5,000
-16.7%
350.0%0.00%
-100.0%
DOV  DOVER CORP COMstock$3,0000.0%210.0%0.00%–
DVAX NewDYNAVAX TECHNOLOGIES CORP COM NEWstock$0–0
+100.0%
0.00%–
EMN NewEASTMAN CHEMICAL COstock$0–0
+100.0%
0.00%–
EIX  EDISON INTL COMstock$4,0000.0%580.0%0.00%–
EA  ELECTRONICS ARTSstock$5,0000.0%390.0%0.00%–
NewEMBECTA CORP COMMON STOCKstock$1,000–56
+100.0%
0.00%–
ENB  ENBRIDGE INC COMstock$3,0000.0%720.0%0.00%–
ECPG NewENCORE CAP GROUP INC COMstock$0–0
+100.0%
0.00%–
UUUU  ENERGY FUELS INC COM NEWstock$1,000
-50.0%
2500.0%0.00%–
ENPH NewENPHASE ENERGY INC COMstock$0–0
+100.0%
0.00%–
ENVA NewENOVA INTL INC COMstock$0–0
+100.0%
0.00%–
EQC  EQUITY COMWLTH COM SH BEN INTreit$2,0000.0%740.0%0.00%–
EQR  EQUITY RESIDENTIAL SH BEN INTreit$3,000
-25.0%
450.0%0.00%–
ETSY NewETSY INC COMstock$0–0
+100.0%
0.00%–
EMQQ  EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf$3,0000.0%1050.0%0.00%–
EXEL NewEXELIXIS INC COMstock$0–0
+100.0%
0.00%–
EXPO  EXPONENT INC COMstock$0–40.0%0.00%–
FDIS  FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf$3,000
-25.0%
520.0%0.00%–
FNF  FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock$0
-100.0%
100.0%0.00%–
FDN  FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf$3,000
-40.0%
240.0%0.00%–
DAPR  FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRILetf$1,0000.0%230.0%0.00%–
FIVE  FIVE BELOW INC COMstock$1,0000.0%80.0%0.00%–
RAVI SellFLEXSHARES READY ACCESS VARIABLE INCOME FUNDetf$5,000
-37.5%
66
-38.9%
0.00%
-100.0%
FLS  FLOWSERVE CORP COMstock$1,0000.0%320.0%0.00%–
FTV  FORTIVE CORP COMstock$2,0000.0%300.0%0.00%–
FBHS  FORTUNE BRANDS HOME & SECURITY INC WIstock$2,0000.0%310.0%0.00%–
BEN SellFRANKLIN RES INCstock$2,000
-71.4%
70
-71.1%
0.00%
-100.0%
FULT BuyFULTON FINANCIAL CORP-PAstock$2,0000.0%140
+1.4%
0.00%–
GTX  GARRETT MOTION INC COMstock$0–300.0%0.00%–
GNTX  GENTEX CORPstock$0–170.0%0.00%–
GEL BuyGENESIS ENERGY L P UNIT LTD PARTNstock$0
-100.0%
53
+1.9%
0.00%–
GPC  GENUINE PARTS CO COMstock$3,000
+50.0%
190.0%0.00%–
NewGSK PLC SPONSORED ADRadr$2,000–50
+100.0%
0.00%–
GDDY  GODADDY INC CL Astock$1,0000.0%80.0%0.00%–
LOPE  GRAND CANYON ED INCstock$1,0000.0%90.0%0.00%–
 GREENIDGE GENERATION HLDGS INC CLASS A COMstock$0
-100.0%
1500.0%0.00%–
GO NewGROCERY OUTLET HLDG CORP COMstock$0–0
+100.0%
0.00%–
GH NewGUARDANT HEALTH INC COMstock$0–0
+100.0%
0.00%–
HBI BuyHANESBRANDS INCstock$3,000
-40.0%
337
+1.2%
0.00%–
THG  HANOVER INS GROUP INC COMstock$1,0000.0%80.0%0.00%–
HOG  HARLEY DAVIDSON INCstock$1,0000.0%220.0%0.00%–
NewHELLO GROUP INC ADSadr$0–0
+100.0%
0.00%–
HPE BuyHEWLETT PACKARD ENTERPRISE CO COMstock$2,0000.0%114
+0.9%
0.00%–
HI  HILLENBRAND INC COMstock$1,0000.0%260.0%0.00%–
HIMX NewHIMAX TECHNOLOGIES INC SPONSORED ADRadr$0–0
+100.0%
0.00%–
HST  HOST HOTELS & RESORTS INC COMreit$1,000
-50.0%
890.0%0.00%–
HWM  HOWMET AEROSPACE INC COMstock$1,0000.0%260.0%0.00%–
HUBB  HUBBELL INC COMstock$4,0000.0%220.0%0.00%–
HUBS NewHUBSPOT INC COMstock$0–0
+100.0%
0.00%–
HUN  HUNTSMAN CORPstock$0
-100.0%
160.0%0.00%–
IAC  IAC INTERACTIVECORP NEW COM NEWstock$0–40.0%0.00%–
IBN  ICICI BANK LTD ADRadr$1,0000.0%440.0%0.00%–
INCY  INCYTE CORP COMstock$2,0000.0%200.0%0.00%–
ILPT  INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit$2,000
-33.3%
1150.0%0.00%–
IR  INGERSOLL RAND INC COMstock$4,000
-20.0%
1000.0%0.00%–
INO NewINOVIO PHARMACEUTICALS INC COM NEWstock$0–0
+100.0%
0.00%–
NTLA  INTELLIA THERAPEUTICS INC COMstock$5,000
-28.6%
930.0%0.00%
-100.0%
IP BuyINTERNATIONAL PAPER CO COMstock$3,0000.0%72
+1.4%
0.00%–
IPG BuyINTERPUBLIC GROUP COS INC COMstock$2,000
-33.3%
71
+1.4%
0.00%–
PSR  POWERSHARES ACTIVE US REIT ETFetf$3,000
-25.0%
310.0%0.00%–
RYH  INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf$1,0000.0%30.0%0.00%–
PSCT  INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIOetf$3,000
-25.0%
290.0%0.00%–
PSCH  INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf$2,0000.0%130.0%0.00%–
PGX BuyPOWERSHARES GLOBAL PREFERRED ETFetf$2,000
-33.3%
200
+1.5%
0.00%–
BSJN  INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf$0–60.0%0.00%–
BSCN  INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf$2,0000.0%1030.0%0.00%–
NVTA NewINVITAE CORP COMstock$0–0
+100.0%
0.00%–
IRBT NewIROBOT CORP COMstock$0–0
+100.0%
0.00%–
EWG BuyISHARES INC MSCI GERMANY INDEX FDetf$4,0000.0%158
+3.3%
0.00%–
SOXX  ISHARES SEMICONDUCTOR FUNDetf$4,000
-20.0%
100.0%0.00%–
IFGL BuyISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf$2,0000.0%84
+1.2%
0.00%–
IWL  ISHARES RUSSELL TOP 200 INDEXetf$3,000
-25.0%
350.0%0.00%–
AOA NewISHARES CORE AGGRESSIVE ALLOCATION ETFetf$0–0
+100.0%
0.00%–
XT  ISHARES EXPONENTIAL TECHNOLOGIES ETFetf$2,000
-33.3%
500.0%0.00%–
IBML  ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf$2,0000.0%880.0%0.00%–
IDAT  ISHARES CLOUD 5G AND TECH ETFetf$2,000
-33.3%
1020.0%0.00%–
IBMM  ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf$0–130.0%0.00%–
JPEM BuyJPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFetf$2,0000.0%35
+2.9%
0.00%–
BBIN NewJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETFetf$5,000–116
+100.0%
0.00%–
KDP  KEURIG DR PEPPER INC COMstock$2,0000.0%430.0%0.00%–
KEYS  KEYSIGHT TECHNOLOGIES INC COMstock$3,000
-25.0%
250.0%0.00%–
KTB  KONTOOR BRANDS INC COMstock$0–70.0%0.00%–
KOPN  KOPIN CORP COMstock$1,000
-66.7%
1,0000.0%0.00%–
KHC  KRAFT HEINZ CO COMstock$2,0000.0%470.0%0.00%–
LGIH NewLGI HOMES INC COMstock$0–0
+100.0%
0.00%–
LH NewLABORATORY CORP AMER HLDGS COM NEWstock$0–0
+100.0%
0.00%–
LAMR NewLAMAR ADVERTISING CO NEW CL Areit$0–0
+100.0%
0.00%–
LW  LAMB WESTON HLDGS INC COMstock$2,000
+100.0%
210.0%0.00%–
LEA  LEAR CORPstock$1,000
-50.0%
100.0%0.00%–
LGND NewLIGAND PHARMACEUTICALS INC COM NEWstock$0–0
+100.0%
0.00%–
LSI  LSI LOGIC CORPreit$1,000
-50.0%
120.0%0.00%–
LNC  LINCOLN NATL CORP IND COMstock$0–60.0%0.00%–
META  ROUNDHILL BALL METAVERSE ETFetf$2,000
-50.0%
3000.0%0.00%–
BETZ  ROUNDHILL SPORTS BETTING & IGAMING ETFetf$1,000
-50.0%
1000.0%0.00%–
SellLUCID GROUP INC COMstock$3,000
-40.0%
148
-26.0%
0.00%–
LULU NewLULULEMON ATHLETICA INC COMstock$0–0
+100.0%
0.00%–
LUMN BuyLUMEN TECHNOLOGIES INC COMstock$1,000–83
+591.7%
0.00%–
LYFT  LYFT INC CL A COMstock$3,000
-70.0%
2490.0%0.00%
-100.0%
MQ  MARQETA INC CLASS A COMstock$0
-100.0%
500.0%0.00%–
MMC  MARSH & MCLENNAN COS INC COMstock$2,0000.0%100.0%0.00%–
MLM NewMARTIN MARIETTA MATLS INC COMstock$0–0
+100.0%
0.00%–
MELI  MERCADOLIBRE INCstock$3,000
-50.0%
50.0%0.00%
-100.0%
MVIS  MICROVISION INC DEL COM NEWstock$2,0000.0%5000.0%0.00%–
MAA  MID-AMER APT CMNTYS INC COMreit$1,0000.0%60.0%0.00%–
MIDD  MIDDLEBY CORP COMstock$1,0000.0%40.0%0.00%–
MRNA NewMODERNA INC COMstock$0–0
+100.0%
0.00%–
NRG BuyNRG ENERGY INC NEWstock$4,0000.0%109
+0.9%
0.00%–
NVEE NewNV5 GLOBAL INC COMstock$0–0
+100.0%
0.00%–
NDAQ  NASDAQ STK MKT INCstock$2,000
-33.3%
150.0%0.00%–
NTRA  NATERA INC COMstock$4,000
-20.0%
1100.0%0.00%–
FIZZ NewNATIONAL BEVERAGE CORP COMstock$0–0
+100.0%
0.00%–
NATI  NATIONAL INSTRS CORP COMstock$0–120.0%0.00%–
NAVI BuyNAVIENT CORPORATION COMstock$1,0000.0%75
+1.4%
0.00%–
NEOG  NEOGEN CORP COMstock$0–160.0%0.00%–
NTAP  NETAPP INCstock$3,000
-25.0%
440.0%0.00%–
NWL BuyNEWELL BRANDS INC COMstock$1,0000.0%61
+1.7%
0.00%–
NWSA BuyNEWS CORP NEW CL Astock$1,0000.0%58
+1.8%
0.00%–
NI BuyNISOURCE INC COMstock$4,0000.0%127
+0.8%
0.00%–
JWN BuyNORDSTROM INC COMstock$1,0000.0%33
+3.1%
0.00%–
NRT BuyNORTH EUROPEAN OIL RTY TR SH BEN INTstock$3,000
-25.0%
246
+2.1%
0.00%–
NVO  NOVO-NORDISK A/S ADR ADR CMNadr$4,0000.0%350.0%0.00%–
DNOW  NOW INCstock$0
-100.0%
500.0%0.00%–
NEA NewNUVEEN AMT FREE QLTY MUN INCME COMcef$3,000–228
+100.0%
0.00%–
OXYWS  OCCIDENTAL PETE CORP WT EXP 080327stock$0–90.0%0.00%–
OPI  OFFICE PPTYS INCOME TR COM SHS BEN INTreit$1,000
-50.0%
600.0%0.00%–
OKTA NewOKTA INC CL Astock$0–0
+100.0%
0.00%–
OMC  OMNICOM GROUP INC COMstock$2,000
-33.3%
340.0%0.00%–
OHI NewOMEGA HEALTHCARE INVESTORS INCreit$0–6
+100.0%
0.00%–
 ORGANIGRAM HLDGS INC COMstock$1,000
-50.0%
1,0730.0%0.00%–
BuyORION OFFICE REIT INC COMreit$2,000–153
+5000.0%
0.00%–
IX  ORIX CORPORATION SPONS ADR SPONSORED ADR Cadr$1,0000.0%70.0%0.00%–
OVV NewOVINTIV INC COMstock$5,000–107
+100.0%
0.00%–
PCG NewPG&E CORP COMstock$0–0
+100.0%
0.00%–
PTC NewPTC INC COMstock$0–0
+100.0%
0.00%–
PCAR  PACCAR INC COMstock$1,0000.0%110.0%0.00%–
PH  PARKER-HANNIFIN CORP COMstock$5,000
-16.7%
210.0%0.00%
-100.0%
PAYC  PAYCOM SOFTWARE INC COMstock$1,0000.0%40.0%0.00%–
PCTY  PAYLOCITY HLDG CORP COMstock$0–20.0%0.00%–
PEGA SellPEGASYSTEMS INC COMstock$0
-100.0%
0
-100.0%
0.00%–
PTON SellPELOTON INTERACTIVE INC CL A COMstock$1,000
-75.0%
111
-26.0%
0.00%–
PENN SellPENN NATL GAMING INC COMstock$3,000
-84.2%
90
-79.5%
0.00%
-100.0%
PEN  PENUMBRA INC COMstock$5,000
-44.4%
410.0%0.00%
-100.0%
PLL NewPIEDMONT LITHIUM INC COMstock$0–0
+100.0%
0.00%–
MINT SellPIMCO ENHANCED SHORT MATURITY ETFetf$2,000
-91.3%
22
-90.5%
0.00%
-100.0%
MFEM BuyPIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf$3,000
-25.0%
169
+0.6%
0.00%–
PNFP  PINNACLE FINL PARTNERS INC COMstock$1,0000.0%80.0%0.00%–
PIPR  PIPER JAFFRAY COSstock$0–10.0%0.00%–
PLUG NewPLUG POWER INC COM NEWstock$0–0
+100.0%
0.00%–
POST  POST HOLDINGS INC COMstock$1,0000.0%130.0%0.00%–
PRMW BuyCOTT CORP QUE Fstock$3,0000.0%204
+0.5%
0.00%–
PRO  PROS HOLDINGS INC COMstock$0–60.0%0.00%–
PSEC NewPROSPECT CAPITAL CORPORATIONcef$0–0
+100.0%
0.00%–
PSA  PUBLIC STORAGE INCreit$4,0000.0%110.0%0.00%–
PMO NewPUTNAM MUN OPPORTUNITIES TR SH BEN INTcef$5,000–457
+100.0%
0.00%–
QRVO SellQORVO INC COMstock$3,000
-62.5%
28
-58.8%
0.00%
-100.0%
QS NewQUANTUMSCAPE CORP COM CL Astock$0–0
+100.0%
0.00%–
DGX  QUEST DIAGNOSTICS INCstock$2,0000.0%140.0%0.00%–
RMR  RMR GROUP INC CL Astock$0–30.0%0.00%–
RYN BuyRAYONIER INC REITreit$3,0000.0%71
+1.4%
0.00%–
REGN SellREGENERON PHARMACEUTICALS COMstock$0
-100.0%
0
-100.0%
0.00%–
RF BuyREGIONS FINANCIAL CORP NEWstock$3,0000.0%151
+0.7%
0.00%–
RELX  RELX PLC SPONSORED ADRadr$0–140.0%0.00%–
REZI  RESIDEO TECHNOLOGIES INC COMstock$1,0000.0%510.0%0.00%–
RYTM NewRHYTHM PHARMACEUTICALS INC COMstock$0–0
+100.0%
0.00%–
RIOT  RIOT BLOCKCHAIN INC COMstock$2,000
-81.8%
5000.0%0.00%
-100.0%
RBA  RITCHIE BROS AUCTIONEERS COMstock$1,0000.0%110.0%0.00%–
 RIVIAN AUTOMOTIVE INC COM CL Astock$4,000
-50.0%
1620.0%0.00%
-100.0%
RBLX  ROBLOX CORP CL Astock$2,000
-33.3%
750.0%0.00%–
ROKU  ROKU INC COM CL Astock$2,000
-33.3%
220.0%0.00%–
ROL  ROLLINS INC COMstock$1,0000.0%230.0%0.00%–
ROST  ROSS STORES INCstock$1,000
-50.0%
170.0%0.00%–
RY  ROYAL BANK OF CANADAstock$3,0000.0%280.0%0.00%–
RYAAY  RYANAIR HOLDINGS PLC SPONSORED ADSadr$5,000
-16.7%
740.0%0.00%
-100.0%
SEIC  SEI INVTS CO COMstock$3,0000.0%520.0%0.00%–
 SL GREEN RLTY CORP COMreit$2,000
-33.3%
350.0%0.00%–
SLM BuySLM CORP COMstock$1,0000.0%63
+1.6%
0.00%–
SPLB SellSPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETFetf$4,000
-99.1%
181
-98.9%
0.00%
-100.0%
KRE NewKBW REGIONAL BANKINGETFetf$0–0
+100.0%
0.00%–
SSNC NewSS&C TECHNOLOGIES HLDGS INC COMstock$0–0
+100.0%
0.00%–
SGMO  SANGAMO THERAPEUTICS INC COMstock$1,0000.0%2000.0%0.00%–
HSIC  HENRY SCHEIN INC COMstock$2,0000.0%200.0%0.00%–
SCHE  SCHWAB EMERGING MARKETS EQUITY ETFetf$5,000
-16.7%
2010.0%0.00%
-100.0%
SCHC  SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf$1,0000.0%380.0%0.00%–
SE NewSEA LTD SPONSORD ADSadr$0–0
+100.0%
0.00%–
XLU SellUTILITIES SELECT SECTOR SPDRetf$1,0000.0%10
-9.1%
0.00%–
SEM BuySELECT MED HLDGS CORP COMstock$5,0000.0%202
+0.5%
0.00%–
S BuySENTINELONE INC CL Astock$2,0000.0%100
+100.0%
0.00%–
SCI  SERVICE CORP INTL COMstock$1,0000.0%160.0%0.00%–
SHAK  SHAKE SHACK INC CL Astock$4,000
-42.9%
1000.0%0.00%
-100.0%
SI  SILVERGATE CAP CORP CL Astock$5,000
-66.7%
1000.0%0.00%
-100.0%
SWKS  SKYWORKS SOLUTIONS INC COMstock$3,000
-40.0%
350.0%0.00%–
AOS  SMITH A O CORP COMstock$1,0000.0%100.0%0.00%–
SNA  SNAP ON INC COMstock$2,0000.0%80.0%0.00%–
SNAP SellSNAP INC CL Astock$2,000
-77.8%
125
-47.7%
0.00%
-100.0%
SCCO  SOUTHERN PERU COPPER CORPstock$2,000
-33.3%
360.0%0.00%–
SPLK  SPLUNK INC COMstock$4,000
-42.9%
500.0%0.00%
-100.0%
SPPP  SPROTT PHYSICAL PLAT PALLAD TS UNITcef$1,000
-50.0%
1000.0%0.00%–
SPRB NewSPRUCE BIOSCIENCES INC COMstock$0–0
+100.0%
0.00%–
SQ NewBLOCK INC CL Astock$0–0
+100.0%
0.00%–
SWK SellSTANLEY BLACK & DECKER INC COMstock$2,000
-83.3%
21
-75.6%
0.00%
-100.0%
STM  STMICROELECTRONICS N V NY REGISTRYadr$2,0000.0%500.0%0.00%–
SMFG  SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098adr$0–350.0%0.00%–
SU NewSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock$0–0
+100.0%
0.00%–
 SYLVAMO CORP COMMON STOCKstock$0–60.0%0.00%–
SYF BuySYNCHRONY FINANCIAL COMstock$0–0
+100.0%
0.00%–
CGBD BuyCARLYLE SECURED LENDING INC COMcef$5,000
-16.7%
422
+2.9%
0.00%
-100.0%
TSM  TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$1,000
-50.0%
180.0%0.00%–
TDOC  TELADOC HEALTH INC COMstock$2,000
-50.0%
530.0%0.00%–
TDY NewTELEDYNE TECHNOLOGIES INC COMstock$0–0
+100.0%
0.00%–
TXT  TEXTRON INC COMstock$2,000
-33.3%
400.0%0.00%–
TTD SellTHE TRADE DESK INC COM CL Astock$0
-100.0%
0
-100.0%
0.00%–
TSCO NewTRACTOR SUPPLY CO COMstock$0–0
+100.0%
0.00%–
TNET NewTRINET GROUP INC COMstock$0–0
+100.0%
0.00%–
TWLO  TWILIO INC CL Astock$2,000
-33.3%
190.0%0.00%–
TWTR NewTWITTER INC COMstock$0–0
+100.0%
0.00%–
TYL  TYLER TECHNOLOGIES INC COMstock$1,000
-50.0%
40.0%0.00%–
TSN BuyTYSON FOODS INC CL Astock$5,0000.0%55
+1.9%
0.00%–
UGI BuyUGI CORP NEW COMstock$0–2
+100.0%
0.00%–
UAA  UNDER ARMOUR INC CL Astock$2,000
-50.0%
2230.0%0.00%–
UA  UNDER ARMOUR INC CL Cstock$2,000
-50.0%
2410.0%0.00%–
UAL  UNITED AIRLS HLDGS INC COMstock$1,0000.0%200.0%0.00%–
UMC NewUNITED MICROELECTRONICS CORP SPON ADR NEWadr$0–0
+100.0%
0.00%–
USCI  UNITED STS COMMODITYINDEX FD COMMODITY INDEX FDetf$3,0000.0%600.0%0.00%–
UNIT NewUNITI GROUP INC COMreit$1,000–70
+100.0%
0.00%–
UVE NewUNIVERSAL INS HLDGS INC COMstock$0–0
+100.0%
0.00%–
UNM NewUNUM GROUPstock$0–0
+100.0%
0.00%–
UPST NewUPSTART HLDGS INC COMstock$0–0
+100.0%
0.00%–
VFC BuyV F CORP COMstock$4,000
-20.0%
94
+1.1%
0.00%–
GDX  MARKET VECTORS GOLD MINERS INDEX ETFetf$3,000
-25.0%
1010.0%0.00%–
SMH  SEMICONDUCTOR HOLDRSTR DEP RCPTetf$4,000
-20.0%
200.0%0.00%–
VWOB NewVANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf$1,000–20
+100.0%
0.00%–
VTIP NewVANGUARD SHORT TERM INFL-PROTECTEDetf$3,000–68
+100.0%
0.00%–
VPL  VANGUARD PACIFIC STOCKetf$3,000
-25.0%
500.0%0.00%–
VDC  VANGUARD CONSUMER STAPLES INDEX FUNDetf$5,0000.0%270.0%0.00%–
VPU  VANGUARD UTILITIES INDEX FUNDetf$0–30.0%0.00%–
VMBS  VANGUARD MORTGAGE BACKED SECURITIES ETFetf$1,0000.0%110.0%0.00%–
VRSK  VERISK ANALYTICS INC COMstock$1,000
-50.0%
80.0%0.00%–
VIAV  JDS UNIPHASE CORPstock$2,0000.0%1220.0%0.00%–
VMEO NewVIMEO INC COMMON STOCKstock$0–0
+100.0%
0.00%–
SPCE  VIRGIN GALACTIC HOLDINGS INC COMstock$1,000
-50.0%
1590.0%0.00%–
VC  VISTEON CORP COM NEWstock$1,0000.0%100.0%0.00%–
VOD BuyVODAFONE GROUP NEW ADR Fadr$3,0000.0%179
+17.8%
0.00%–
WAB  WABTEC COMstock$2,0000.0%190.0%0.00%–
HCC BuyWARRIOR MET COAL INC COMstock$3,000
-25.0%
102
+2.0%
0.00%–
WAT  WATERS CPstock$3,0000.0%100.0%0.00%–
WSO  WATSCO INCstock$0–10.0%0.00%–
WST  WEST PHARMACEUTICAL SVSC INC COMstock$2,0000.0%60.0%0.00%–
WMC NewWESTERN ASSET MTG CAP CORP COMreit$1,000–482
+100.0%
0.00%–
WDC  WESTERN DIGITAL CORP. COMstock$2,0000.0%390.0%0.00%–
WPM BuySILVER WHEATON CORPstock$3,000
-25.0%
76
+1.3%
0.00%–
WHR  WHIRLPOOL CORP COMstock$2,0000.0%110.0%0.00%–
WMB BuyWILLIAMS COS INC COMstock$5,000
-16.7%
170
+1.2%
0.00%
-100.0%
WSC  WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock$0–70.0%0.00%–
DGS BuyWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETFetf$5,000
-16.7%
114
+2.7%
0.00%
-100.0%
DLN  WISDOMTREE LARGE CAP DIVIDENDetf$0–20.0%0.00%–
XSOE SellWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf$1,000
-99.0%
38
-98.8%
0.00%
-100.0%
NewCREE INCstock$0–0
+100.0%
0.00%–
WDAY  WORKDAY INC CL Astock$1,000
-50.0%
100.0%0.00%–
WK  WORKIVA INC COM CL Astock$1,0000.0%90.0%0.00%–
XEL NewXCEL ENERGY INC COMstock$0–0
+100.0%
0.00%–
 ZIMVIE INC COMstock$0–100.0%0.00%–
ZM  ZOOM VIDEO COMMUNICATIONS INC CL Astock$5,000
-16.7%
490.0%0.00%
-100.0%
ZUO NewZUORA INC COM CL Astock$0–0
+100.0%
0.00%–
DOX  AMDOCS LTD SHSstock$1,0000.0%80.0%0.00%–
BAMR  BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTGstock$0–80.0%0.00%–
BG  BUNGE LIMITED Fstock$1,0000.0%110.0%0.00%–
CCEP  COCA COLA ENTERPRISEINCstock$3,0000.0%550.0%0.00%–
PRPBU  CC NEUBERGER PRIN HLDGS II UNITSstock$2,0000.0%1800.0%0.00%–
FERG  FERGUSON PLC NEW SHSstock$0–20.0%0.00%–
IVZ BuyINVESCO PLC NEW SPONSORED ADRstock$1,0000.0%37
+2.8%
0.00%–
JCI BuyJOHNSON CTLS INCstock$1,0000.0%22
+4.8%
0.00%–
AOSL  ALPHA & OMEGA SEMICONDUCTOR LT SHSstock$3,000
-40.0%
1000.0%0.00%–
STX  SEAGATE TECHNOLOGYstock$1,0000.0%110.0%0.00%–
ST NewSENSATA TECHNOLOGIES HLDG PLC SHSstock$0–0
+100.0%
0.00%–
STNE NewSTONECO LTD COM CL Astock$0–0
+100.0%
0.00%–
GLOB  GLOBANT S A COMstock$1,000
-50.0%
80.0%0.00%–
SPOT NewSPOTIFY TECHNOLOGY S A SHSstock$0–0
+100.0%
0.00%–
FVRR NewFIVERR INTL LTD ORD SHSstock$0–0
+100.0%
0.00%–
IS  IRONSOURCE LTD CL A ORD SHSstock$1,0000.0%2500.0%0.00%–
KRNT  KORNIT DIGITAL LTD SHSstock$0
-100.0%
110.0%0.00%–
LYB NewLYONDELLBASELLstock$0–0
+100.0%
0.00%–
PRQR NewPROQR THRAPEUTICS N V SHS EUROstock$0–0
+100.0%
0.00%–
LQD ExitISHARES IBOXX CORPORATE BOND ETFetf$0–-24
-100.0%
0.00%–
LEG ExitLEGGETT & PLATT INC COMstock$0–-100
-100.0%
0.00%–
PDCO ExitPATTERSON COS INC COMstock$0–0
+100.0%
0.00%–
MDU ExitMDU RES GROUP INC COMstock$0–0
+100.0%
0.00%–
ARCC ExitARES CAPITAL CORP COMcef$0–0
+100.0%
0.00%–
MMAT ExitMETA MATERIALS INC COMstock$0–-300
-100.0%
0.00%–
PLNT ExitPLANET FITNESS INC CL Astock$0–0
+100.0%
0.00%–
CRL ExitCHARLES RIVER LABS HLDGstock$0–-1
-100.0%
0.00%–
BKI ExitBLACK KNIGHT INC COMstock$0–-3
-100.0%
0.00%–
LII ExitLENNOX INTL INCstock$0–0
+100.0%
0.00%–
TEF ExitTELEFONICA S A ADR REPRSTG THREE SHRSadr$0–-19
-100.0%
0.00%–
UHS ExitUNIVERSAL HLTH SVCS INC CL Bstock$0–0
+100.0%
0.00%–
APPN ExitAPPIAN CORP CL Astock$0–-45
-100.0%
0.00%–
NOK ExitNOKIA CORP SPONSORED ADRadr$0–-300
-100.0%
0.00%–
PRLB ExitPROTO LABS INC COMstock$0–-3
-100.0%
0.00%–
ABB  ABB LTD SPONSORED ADRadr$1,0000.0%330.0%0.00%–
SPIP ExitSPDR BARCLAYS CAP TIPS CAPITAL TIPS ETFetf$0–-17
-100.0%
0.00%–
ATHM ExitAUTOHOME INC SP ADS RP CL Aadr$0–-2
-100.0%
0.00%–
IIVI ExitII-VI INC COMstock$0–-60
-100.0%
0.00%–
AVLR ExitAVALARA INC COMstock$0–-4
-100.0%
0.00%–
SUSA ExitISHARES MSCI USA ESG SELECT ETFetf$0–-25
-100.0%
0.00%–
TLT ExitISHARES 20 YR TREASURY ETFetf$0–-17
-100.0%
0.00%–
SJM ExitJ M SMUCKER CO NEWstock$0–0
+100.0%
0.00%–
PUK ExitPRUDENTIAL CORP PLC ADRF SPONSORED ADRadr$0–0
+100.0%
0.00%–
HQH ExitTEKLA HEALTHCARE INVS SH BEN INTcef$0–0
+100.0%
0.00%–
AMBA ExitAMBARELLA INC SHSstock$0–-100
-100.0%
-0.00%–
AVY ExitAVERY DENNISON CORP COMstock$0–-63
-100.0%
-0.00%–
MSA ExitMSA SAFETY INC COMstock$0–-115
-100.0%
-0.00%–
IXG ExitISHARES TR S&P GLOBAL FINLS SECTORetf$0–-82
-100.0%
-0.00%–
DBRG ExitDIGITALBRIDGE GROUP INC CL A COMreit$0–-1,367
-100.0%
-0.00%–
NRZ ExitNEW RESIDENTIAL INVESTMENT CORPreit$0–-763
-100.0%
-0.00%–
ISTB ExitISHARES CORE 1-5 YEAR USD BOND ETFetf$0–-422
-100.0%
-0.00%–
OXY ExitOCCIDENTAL PETE CORP COMstock$0–-600
-100.0%
-0.00%–
EPAY ExitBOTTOMLINE TECHNOLOGIES INCstock$0–-1,000
-100.0%
-0.01%–
CERN ExitCERNER CORPstock$0–-778
-100.0%
-0.01%–
HCA ExitHCA INCstock$0–-502
-100.0%
-0.01%–
PBCT ExitPEOPLES BK BRIDGEPORT CNstock$0–-6,691
-100.0%
-0.01%–
WBS ExitWEBSTER FINL CORP CONNstock$0–-3,317
-100.0%
-0.02%–
IUSG ExitISHARES CORE S&P U.S. GROWTH ETFetf$0–-2,074
-100.0%
-0.02%–
DKNG ExitDRAFTKINGS INC COM CL Astock$0–-27,327
-100.0%
-0.05%–
Original filings

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

  • View 13F-HR filed 2022-08-02
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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