$1.09 Million is the total value of Baystate Wealth Management LLC's 983 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $78,434 | -99.9% | 650,741 | +1.0% | 7.18% | -9.4% |
IVV | Buy | ISHARES S&P 500 INDEXetf | $67,455 | -99.9% | 175,567 | +0.0% | 6.17% | -4.7% |
VTV | Buy | VANGUARD VALUE ETFetf | $55,932 | -99.9% | 398,458 | +2.1% | 5.12% | +3.2% |
IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $47,305 | -99.9% | 701,327 | +2.0% | 4.33% | -1.5% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $45,893 | -99.2% | 744,538 | +602.7% | 4.20% | +631.7% |
BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $38,138 | -99.8% | 530,871 | +68.7% | 3.49% | +51.1% |
VIOO | Buy | VANGUARD S&P SMALL-CAP 600 ETFetf | $35,527 | -99.9% | 204,993 | +8.0% | 3.25% | +3.1% |
VLUE | Buy | ISHARES MSCI USA VALUE FACTOR ETFetf | $33,923 | -99.9% | 372,212 | +1.0% | 3.10% | 0.0% |
EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $22,216 | -99.4% | 586,168 | +492.2% | 2.03% | +472.7% |
RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS EX-US ETFetf | $19,823 | -99.9% | 799,631 | +1.5% | 1.81% | +2.9% |
SYK | Buy | STRYKER CORPstock | $18,502 | -99.9% | 75,677 | +0.1% | 1.69% | +7.5% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $11,034 | -99.9% | 245,315 | +23.6% | 1.01% | +17.9% |
VO | Buy | VANGUARD MID CAPetf | $9,408 | -99.9% | 46,160 | +3.8% | 0.86% | +0.1% |
MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $7,966 | -99.8% | 75,495 | +62.5% | 0.73% | +48.8% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $7,340 | -99.1% | 129,960 | +714.6% | 0.67% | +740.0% |
SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $7,253 | -99.9% | 89,354 | +8.4% | 0.66% | -3.6% |
BNDW | Buy | VANGUARD TOTAL WORLD BOND ETFetf | $5,119 | -99.3% | 76,352 | +580.4% | 0.47% | +509.1% |
DSI | Buy | ISHARES TR KLD 400 SOCIAL INDEX FDetf | $4,998 | -99.9% | 69,615 | +9.8% | 0.46% | +4.6% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $4,967 | -99.9% | 28,115 | +5.9% | 0.46% | +2.0% |
ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETFetf | $4,750 | -99.9% | 72,258 | +7.9% | 0.44% | +12.4% |
ACWX | Buy | ISHARES MSCI ACWI EX USetf | $3,487 | -99.9% | 76,632 | +9.3% | 0.32% | +10.4% |
VV | Buy | VANGUARD LARGE CAPetf | $3,462 | -99.8% | 19,874 | +69.2% | 0.32% | +60.1% |
FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $3,287 | -99.4% | 61,514 | +415.1% | 0.30% | +410.2% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $3,188 | -99.9% | 14,880 | +11.8% | 0.29% | +1.4% |
NULV | Buy | NUVEEN ESG LARGE-CAP VALUE ETFetf | $3,012 | -99.9% | 87,967 | +10.8% | 0.28% | +9.5% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $2,684 | -99.8% | 58,500 | +43.5% | 0.25% | +51.9% |
VUG | Buy | VANGUARD GROWTH ETFetf | $2,648 | -99.9% | 12,427 | +29.8% | 0.24% | +14.7% |
XOM | Buy | EXXON MOBIL CORP COMstock | $2,589 | -99.9% | 23,474 | +0.5% | 0.24% | +12.9% |
MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $2,439 | -99.7% | 14,173 | +250.2% | 0.22% | +205.5% |
JVAL | Buy | JPMORGAN U.S. VALUE FACTOR ETFetf | $2,179 | -99.8% | 65,763 | +88.7% | 0.20% | +86.0% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $2,123 | -99.9% | 28,105 | +6.0% | 0.19% | +7.2% |
EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $2,112 | -99.9% | 39,818 | +34.2% | 0.19% | +24.5% |
FMC | Buy | FMC CORP COM NEWstock | $2,044 | -99.9% | 16,378 | +0.4% | 0.19% | +5.6% |
SPY | Buy | SPDR S&P 500 ETFetf | $2,019 | -99.9% | 5,279 | +36.8% | 0.18% | +30.3% |
IWX | Buy | ISHARES RUSSELL TOP 200 VALUE ETFetf | $1,936 | -99.8% | 29,794 | +59.1% | 0.18% | +59.5% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $1,887 | -99.9% | 19,942 | +5.5% | 0.17% | +1.8% |
PFE | Buy | PFIZER INC COMstock | $1,833 | -99.9% | 35,771 | +0.9% | 0.17% | +5.0% |
SPTI | Buy | SPDR SER TR LEHMAN INTER TERM TREAS ETFetf | $1,804 | -99.7% | 63,864 | +192.9% | 0.16% | +161.9% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,807 | -99.5% | 36,037 | +436.2% | 0.16% | +371.4% |
AMZN | Buy | AMAZON.COM INCstock | $1,751 | -99.9% | 20,850 | +2.3% | 0.16% | -32.5% |
QAI | Buy | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $1,690 | -99.8% | 59,388 | +106.5% | 0.16% | +89.0% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $1,559 | -99.9% | 37,903 | +0.1% | 0.14% | -2.7% |
EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $1,521 | -99.9% | 32,543 | +11.0% | 0.14% | -0.7% |
ESGE | Buy | ISHARES ESG AWARE MSCI EM ETFetf | $1,516 | -99.9% | 50,419 | +12.0% | 0.14% | +8.6% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,502 | -49.9% | 36,728 | +50212.3% | 0.14% | – |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,481 | -99.9% | 22,562 | +0.1% | 0.14% | +4.6% |
HD | Buy | HOME DEPOTstock | $1,430 | -99.9% | 4,526 | +0.1% | 0.13% | +2.3% |
ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $1,382 | -99.9% | 42,025 | +12.9% | 0.13% | +7.7% |
IYW | Buy | ISHARES DJ US TECHNOLOGYetf | $1,380 | -99.2% | 18,530 | +650.5% | 0.13% | +563.2% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,296 | -99.9% | 9,666 | +8.3% | 0.12% | +24.0% |
VB | Buy | VANGUARD SMALL CAP ETFetf | $1,271 | -99.9% | 6,925 | +6.9% | 0.12% | +1.8% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $1,169 | -99.9% | 29,290 | +1.5% | 0.11% | +0.9% |
CBU | Buy | COMMUNITY BK SYS INC COMstock | $1,160 | -99.9% | 18,433 | +0.7% | 0.11% | -6.2% |
JQUA | Buy | JPMORGAN U.S. QUALITY FACTOR ETFetf | $1,150 | -99.7% | 29,669 | +139.5% | 0.10% | +133.3% |
NUMV | Buy | NUVEEN ESG MID-CAP VALUE ETFetf | $1,133 | -99.9% | 38,093 | +14.1% | 0.10% | +7.2% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $1,127 | -99.9% | 12,523 | +0.4% | 0.10% | 0.0% |
MBB | Buy | ISHARES MBS BOND ETFetf | $1,125 | -97.8% | 12,131 | +2097.6% | 0.10% | +1960.0% |
IOO | Buy | ISHARES TR S&P GLOBAL 100 INDEXFDetf | $1,118 | -99.9% | 17,460 | +0.8% | 0.10% | -3.8% |
ORCL | Buy | ORACLE CORPORATIONstock | $1,090 | -99.9% | 13,337 | +0.1% | 0.10% | +19.0% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-USetf | $1,080 | -99.7% | 21,533 | +131.5% | 0.10% | +130.2% |
VGK | Buy | VANGUARD EUROPEANetf | $1,083 | -99.8% | 19,541 | +81.4% | 0.10% | +94.1% |
MDY | Buy | S & P MID CAP 400 DEP RCPTS MID CAPetf | $1,044 | -99.9% | 2,358 | +0.4% | 0.10% | -1.0% |
SUB | Buy | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf | $1,041 | -99.9% | 9,987 | +32.7% | 0.10% | +18.8% |
COMT | Buy | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $1,012 | -99.9% | 35,898 | +39.7% | 0.09% | -1.1% |
PEP | Buy | PEPSICO INC COMstock | $1,004 | -99.9% | 5,559 | +0.8% | 0.09% | -1.1% |
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $990 | -99.9% | 19,998 | +1.3% | 0.09% | -7.1% |
IWP | Buy | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $996 | -99.9% | 11,908 | +3.9% | 0.09% | -2.2% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $983 | -99.9% | 13,635 | +27.7% | 0.09% | +23.3% |
MET | Buy | METLIFE INC COMstock | $963 | -99.9% | 13,305 | +0.7% | 0.09% | +6.0% |
GOOGL | Buy | GOOGLE INCstock | $956 | -99.9% | 10,830 | +2.2% | 0.09% | -16.3% |
MTUM | Buy | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $943 | -96.9% | 6,461 | +2697.0% | 0.09% | +2766.7% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $915 | -99.9% | 10,308 | +1.9% | 0.08% | -16.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $912 | -99.9% | 9,032 | +9.1% | 0.08% | +18.6% |
NUMG | Buy | NUVEEN ESG MID-CAP GROWTH ETFetf | $897 | -99.9% | 25,469 | +12.5% | 0.08% | +6.5% |
SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $824 | -99.9% | 34,652 | +0.4% | 0.08% | -9.6% |
IBM | Buy | INTL BUSINESS MACHINESstock | $809 | -99.9% | 5,745 | +1.2% | 0.07% | +7.2% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $809 | -99.5% | 17,046 | +393.7% | 0.07% | +335.3% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $810 | -99.9% | 5,544 | +2.7% | 0.07% | +10.4% |
DES | New | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $798 | – | 28,054 | +100.0% | 0.07% | – |
LMT | Buy | LOCKHEED MARTIN CORPstock | $791 | -99.9% | 1,626 | +15.8% | 0.07% | +28.6% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $746 | -99.9% | 3,144 | +0.3% | 0.07% | +3.0% |
BAC | Buy | BANK AMERICA CORP COMstock | $726 | -99.8% | 21,934 | +39.2% | 0.07% | +34.7% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $723 | -99.9% | 20,670 | +9.6% | 0.07% | +15.8% |
UNH | Buy | UNITEDHEALTH GROUPstock | $685 | -99.9% | 1,292 | +3.2% | 0.06% | -3.1% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $640 | -99.9% | 2,646 | +4.4% | 0.06% | +3.5% |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $640 | -99.9% | 6,992 | +0.4% | 0.06% | -10.6% |
LOW | Buy | LOWES COS INC COMstock | $608 | -99.9% | 3,052 | +0.4% | 0.06% | -5.1% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $604 | -99.9% | 3,464 | +18.4% | 0.06% | +10.0% |
CI | Buy | CIGNA CORPstock | $599 | -99.9% | 1,808 | +21.8% | 0.06% | +31.0% |
ABT | Buy | ABBOTT LABS COMstock | $596 | -99.9% | 5,424 | +0.3% | 0.06% | +1.9% |
IYH | Buy | ISHARES TR DOW JONES U S HEALTHCAREetf | $579 | -99.9% | 2,039 | +1.3% | 0.05% | +1.9% |
MRK | Buy | MERCK & CO INCstock | $560 | -99.9% | 5,044 | +0.3% | 0.05% | +13.3% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $557 | -99.9% | 2,915 | +27.1% | 0.05% | +21.4% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $556 | -99.9% | 2,239 | +26.6% | 0.05% | +30.8% |
VZ | Buy | VERIZON COMMUNICATIONSstock | $551 | -99.9% | 13,976 | +4.8% | 0.05% | -3.8% |
MCD | Buy | MCDONALDS CORP COMstock | $536 | -99.9% | 2,034 | +0.2% | 0.05% | +2.1% |
ADI | Buy | ANALOG DEVICES INC COMstock | $531 | -99.9% | 3,239 | +18.3% | 0.05% | +25.6% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $520 | -99.9% | 15,196 | +0.5% | 0.05% | +2.1% |
DIS | Buy | DISNEY WALT CO COMstock | $519 | -99.9% | 5,978 | +3.7% | 0.05% | -14.3% |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $514 | -99.9% | 14,182 | +11.9% | 0.05% | +11.9% |
ILMN | Buy | ILLUMINA INCstock | $507 | -99.8% | 2,509 | +67.3% | 0.05% | +58.6% |
CVS | Buy | CVS HEALTH CORP COMstock | $506 | -99.9% | 5,429 | +37.4% | 0.05% | +17.9% |
CVX | Buy | CHEVRON CORP NEW COMstock | $458 | -99.9% | 2,549 | +8.3% | 0.04% | +20.0% |
T | Buy | AT&T INC COMstock | $452 | -99.9% | 24,561 | +10.6% | 0.04% | +17.1% |
ES | Buy | EVERSOURCE ENERGY COMstock | $427 | -99.9% | 5,091 | +0.8% | 0.04% | -4.9% |
UPS | Buy | UNITED PARCEL SERVICE INCstock | $373 | -99.9% | 2,144 | +3.1% | 0.03% | -2.9% |
AER | Buy | AERCAP HOLDINGS NV SHSstock | $356 | -99.8% | 6,100 | +35.6% | 0.03% | +65.0% |
VTWO | Buy | VANGUARD RUSSELL2000 INDEX FD ETFetf | $349 | -99.9% | 4,962 | +1.0% | 0.03% | -5.9% |
ICVT | Buy | ISHARES CONVERTIBLE BOND ETFetf | $353 | -99.9% | 5,079 | +8.1% | 0.03% | -3.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $346 | -99.9% | 1,448 | +0.4% | 0.03% | -5.9% |
HON | Buy | HONEYWELL INTL INCstock | $332 | -99.9% | 1,549 | +0.3% | 0.03% | +11.1% |
HONE | Buy | HARBORONE BANCORP INC NEW COM NEWstock | $306 | -99.9% | 22,001 | +0.5% | 0.03% | -6.7% |
VSS | Buy | VANGUARD FTSE ALL WORLD EX-US ETFetf | $269 | -99.9% | 2,613 | +1.8% | 0.02% | +4.2% |
XLE | Buy | ENERGY SELECT SECTOR SPDRetf | $271 | -99.9% | 3,103 | +4.8% | 0.02% | +13.6% |
BRKL | Buy | BROOKLINE BANCORP INC CMNstock | $257 | -99.9% | 18,173 | +21.0% | 0.02% | +33.3% |
BX | Buy | BLACKSTONE INC COMstock | $259 | -99.9% | 3,487 | +24.8% | 0.02% | 0.0% |
KO | Buy | COCA COLA CO COMstock | $253 | -99.9% | 3,982 | +0.9% | 0.02% | 0.0% |
COP | Buy | CONOCOPHILLIPS COMstock | $246 | -99.9% | 2,088 | +1.7% | 0.02% | +4.5% |
EBC | Buy | EASTERN BANKSHARES INC COMstock | $240 | -99.9% | 13,936 | +0.5% | 0.02% | -21.4% |
SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $241 | -98.3% | 4,344 | +1596.9% | 0.02% | +2100.0% |
BBY | Buy | BEST BUY INC COMstock | $224 | -99.9% | 2,798 | +1.0% | 0.02% | +16.7% |
INDB | Buy | INDEPENDENT BANK CORP MAstock | $234 | -99.9% | 2,766 | +0.7% | 0.02% | 0.0% |
BLK | Buy | BLACKROCK INCstock | $222 | -99.9% | 312 | +0.3% | 0.02% | +11.1% |
PPG | Buy | PPG INDS INC COMstock | $222 | -99.8% | 1,765 | +84.0% | 0.02% | +81.8% |
COST | Buy | COSTCO WHOLESALE CORPstock | $223 | -99.9% | 489 | +4.9% | 0.02% | -13.0% |
VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $204 | -99.9% | 2,711 | +0.8% | 0.02% | -9.5% |
SO | Buy | SOUTHERN CO COMstock | $198 | -99.8% | 2,770 | +50.4% | 0.02% | +38.5% |
RSP | Buy | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf | $200 | -98.2% | 1,418 | +1548.8% | 0.02% | +1700.0% |
CBT | Buy | CABOT CORP COMstock | $191 | -99.9% | 2,860 | +0.5% | 0.02% | -10.5% |
QCOM | Buy | QUALCOMM INCstock | $186 | -99.9% | 1,687 | +0.5% | 0.02% | -15.0% |
KMI | Buy | KINDER MORGAN INCstock | $191 | -99.8% | 10,553 | +49.8% | 0.02% | +41.7% |
SRE | Buy | SEMPRA ENERGYstock | $178 | -99.9% | 1,148 | +0.1% | 0.02% | -11.1% |
LLY | Buy | LILLY ELI & CO COMstock | $171 | -99.9% | 466 | +0.2% | 0.02% | +6.7% |
WPC | Buy | WP CAREY INC COMreit | $170 | -99.6% | 2,180 | +215.9% | 0.02% | +220.0% |
AVGO | Buy | AVAGO TECHNOLOGIES LTDstock | $179 | -99.9% | 320 | +7.7% | 0.02% | +14.3% |
IYE | Buy | ISHARES DJ US ENERGYetf | $165 | -99.9% | 3,559 | +12.7% | 0.02% | +15.4% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $163 | -99.9% | 2,780 | +0.4% | 0.02% | -6.2% |
MS | Buy | MORGAN STANLEYstock | $162 | -99.9% | 1,904 | +0.8% | 0.02% | 0.0% |
DE | Buy | DEERE & CO COMstock | $162 | -99.9% | 378 | +0.3% | 0.02% | +15.4% |
CAH | Buy | CARDINAL HEALTH INCstock | $159 | -99.9% | 2,068 | +0.7% | 0.02% | +7.1% |
PAYX | Buy | PAYCHEX INCstock | $160 | -99.9% | 1,383 | +0.4% | 0.02% | -6.2% |
YUM | Buy | YUM! BRANDS INCstock | $167 | -99.9% | 1,302 | +0.1% | 0.02% | +7.1% |
CXW | Buy | CORECIVIC INC COMreit | $166 | -99.8% | 14,320 | +26.5% | 0.02% | +50.0% |
CHD | Buy | CHURCH & DWIGHT INCstock | $155 | -99.9% | 1,927 | +0.3% | 0.01% | 0.0% |
XLB | Buy | MATERIALS SELECT SECTOR SPDRetf | $144 | -99.9% | 1,855 | +2.0% | 0.01% | 0.0% |
DEO | Buy | DIAGEO PLCadr | $139 | -99.9% | 780 | +0.1% | 0.01% | -7.1% |
VFH | Buy | VANGUARD FINANCIALS ETFetf | $147 | -99.9% | 1,776 | +0.1% | 0.01% | -7.1% |
NLOK | Buy | GEN DIGITAL INC COMstock | $142 | -99.9% | 6,617 | +3.7% | 0.01% | 0.0% |
NUDM | Buy | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $134 | -99.9% | 5,181 | +2.0% | 0.01% | 0.0% |
CL | Buy | COLGATE PALMOLIVE CO COMstock | $134 | -99.8% | 1,698 | +55.6% | 0.01% | +50.0% |
TJX | Buy | TJX COS INC NEW COMstock | $126 | -99.9% | 1,582 | +10.8% | 0.01% | +33.3% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $133 | -99.9% | 844 | +0.2% | 0.01% | -7.7% |
AMLP | Buy | ALPS TRUST ETF ALERIAN MLPetf | $132 | -99.9% | 3,476 | +1.8% | 0.01% | -7.7% |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $135 | -99.5% | 2,708 | +415.8% | 0.01% | +300.0% |
VNT | Buy | VONTIER CORPORATION COMstock | $130 | -99.9% | 6,719 | +21.9% | 0.01% | +33.3% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $130 | -99.9% | 954 | +1.1% | 0.01% | +9.1% |
EMXC | Buy | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $126 | -99.9% | 2,645 | +1.8% | 0.01% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $121 | -99.9% | 1,811 | +4.4% | 0.01% | +10.0% |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $120 | -99.9% | 348 | +6.4% | 0.01% | +10.0% |
MTB | Buy | M & T BK CORP COMstock | $117 | -99.9% | 807 | +0.9% | 0.01% | -26.7% |
SLVP | Buy | ISHARES INC MSCI GLOBAL SILVER MINERS FDetf | $120 | -99.9% | 11,405 | +0.0% | 0.01% | +10.0% |
BSV | Buy | VANGUARD SHORT TERM BONDetf | $117 | -99.9% | 1,553 | +30.2% | 0.01% | +22.2% |
VIAC | Buy | CBS CORP CL Bstock | $118 | -99.9% | 7,012 | +49.1% | 0.01% | +22.2% |
NRG | Buy | NRG ENERGY INC NEWstock | $116 | -97.1% | 3,647 | +3215.5% | 0.01% | – |
GDXJ | Buy | MARKET VECTORS ETF TR JR GOLD MINERS ETF NEWetf | $119 | -99.9% | 3,338 | +0.1% | 0.01% | +10.0% |
TGT | Buy | TARGET CORP COMstock | $111 | -99.9% | 743 | +1.5% | 0.01% | -9.1% |
WM | Buy | WASTE MANAGEMENT INCstock | $109 | -99.9% | 692 | +5.0% | 0.01% | -9.1% |
SLYV | Buy | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $110 | -99.9% | 1,484 | +0.4% | 0.01% | 0.0% |
IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $107 | -97.3% | 4,388 | +2393.2% | 0.01% | – |
VOT | Buy | VANGUARD MID CAP GROWTH ETFetf | $112 | -99.8% | 621 | +55.6% | 0.01% | +42.9% |
CLX | Buy | CLOROX CO DEL COMstock | $104 | -99.9% | 738 | +0.5% | 0.01% | 0.0% |
TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $110 | -99.9% | 1,021 | +26.5% | 0.01% | +11.1% |
GPN | Buy | GLOBAL PAYMENTS INCstock | $110 | -99.9% | 1,111 | +0.2% | 0.01% | -16.7% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $107 | -99.9% | 991 | +0.5% | 0.01% | 0.0% |
STT | Buy | STATE STR CORP COMstock | $94 | -99.9% | 1,213 | +1.0% | 0.01% | +12.5% |
ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $94 | -99.9% | 1,110 | +0.5% | 0.01% | 0.0% |
VMW | Buy | VMWARE INC CL A CLASS Astock | $102 | -99.8% | 828 | +49.5% | 0.01% | +50.0% |
FAST | Buy | FASTENAL COstock | $97 | -99.9% | 2,046 | +0.3% | 0.01% | -10.0% |
IDXX | Buy | IDEXX LABS INCstock | $98 | -99.9% | 241 | +4.8% | 0.01% | +12.5% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $94 | -99.9% | 1,312 | +20.1% | 0.01% | +12.5% |
SYY | Buy | SYSCO CORP COMstock | $96 | -99.9% | 1,261 | +0.6% | 0.01% | 0.0% |
FUN | Buy | CEDAR FAIR L P DEP UNITstock | $84 | -99.9% | 2,028 | +0.7% | 0.01% | -11.1% |
VOE | Buy | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf | $87 | -99.8% | 646 | +78.9% | 0.01% | +60.0% |
RGLD | Buy | ROYAL GOLD INCstock | $87 | -99.9% | 770 | +0.1% | 0.01% | +14.3% |
ACWI | Buy | ISHARES TR MSCI ACWIINDEX FDetf | $82 | -99.8% | 960 | +51.9% | 0.01% | +60.0% |
LIN | Buy | LINDE PLC SHSstock | $90 | -99.9% | 276 | +1.5% | 0.01% | 0.0% |
TD | Buy | TORONTO DOMINION BANKstock | $88 | -99.9% | 1,362 | +0.2% | 0.01% | -11.1% |
PTLC | Buy | PACER TRENDPILOT US LARGE CAP ETFetf | $92 | -99.9% | 2,447 | +1.2% | 0.01% | -11.1% |
MFC | Buy | MANULIFE FINL CORPstock | $82 | -99.9% | 4,620 | +2.8% | 0.01% | +14.3% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $91 | -99.9% | 729 | +2.4% | 0.01% | -11.1% |
THO | New | THOR INDS INC COMstock | $83 | – | 1,100 | +100.0% | 0.01% | – |
WTRG | Buy | ESSENTIAL UTILS INC COMstock | $85 | -99.9% | 1,780 | +0.3% | 0.01% | 0.0% |
NUE | Buy | NUCOR CORP COMstock | $81 | -99.9% | 611 | +0.3% | 0.01% | 0.0% |
IEZ | Buy | ISHARES DJ US OIL EQUIPMENTINDEXetf | $77 | -99.9% | 3,626 | +0.2% | 0.01% | +40.0% |
PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $80 | -99.9% | 12,500 | +48.8% | 0.01% | 0.0% |
NEM | Buy | NEWMONT CORP COMstock | $75 | -99.9% | 1,598 | +0.2% | 0.01% | 0.0% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $76 | -99.9% | 514 | +0.2% | 0.01% | 0.0% |
MLPX | Buy | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $75 | -99.9% | 1,845 | +1.3% | 0.01% | 0.0% |
ZTS | Buy | ZOETIS INC CL Astock | $64 | -99.9% | 436 | +2.3% | 0.01% | 0.0% |
LAMR | New | LAMAR ADVERTISING CO NEW CL Areit | $65 | – | 690 | +100.0% | 0.01% | – |
AMAT | Buy | APPLIED MATLS INC COMstock | $63 | -99.8% | 651 | +42.5% | 0.01% | +50.0% |
Buy | ON HLDG AG NAMEN AKT Astock | $69 | -99.8% | 4,000 | +100.0% | 0.01% | +100.0% | |
DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $66 | -99.8% | 1,651 | +58.4% | 0.01% | +50.0% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $66 | -99.9% | 1,460 | +0.2% | 0.01% | 0.0% |
VTWV | Buy | VANGUARD RUSSELL 2000 VALUE ETFetf | $66 | -99.9% | 545 | +1.3% | 0.01% | 0.0% |
TMFC | Buy | MOTLEY FOOL 100 INDEX ETFetf | $67 | -99.9% | 2,205 | +0.2% | 0.01% | -14.3% |
IXN | Buy | ISHARES GLOBAL TECH ETFetf | $69 | -99.9% | 1,550 | +0.3% | 0.01% | -14.3% |
FCX | Buy | FREEPORT MCMORAN COPPERstock | $71 | -99.9% | 1,860 | +0.5% | 0.01% | +20.0% |
MSEX | Buy | MIDDLESEX WTR CO COMstock | $65 | -99.9% | 826 | +0.2% | 0.01% | -14.3% |
UFPI | Buy | UFP INDUSTRIES INC COMstock | $56 | -99.9% | 700 | +6.4% | 0.01% | 0.0% |
PXD | Buy | PIONEER NATURAL RESOURCES COstock | $58 | -99.9% | 256 | +1.6% | 0.01% | -16.7% |
OSK | Buy | OSHKOSH CORP COMstock | $60 | -99.9% | 683 | +5.6% | 0.01% | 0.0% |
GPRO | Buy | GOPRO INC CL Astock | $52 | -99.9% | 10,501 | +23.5% | 0.01% | +25.0% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC COMstock | $51 | -99.9% | 784 | +4.8% | 0.01% | 0.0% |
EUSB | New | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $52 | – | 1,237 | +100.0% | 0.01% | – |
PSX | Buy | PHILLIPS 66stock | $57 | -99.9% | 544 | +0.7% | 0.01% | 0.0% |
TLT | New | ISHARES 20 YR TREASURY ETFetf | $50 | – | 507 | +100.0% | 0.01% | – |
SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $52 | -99.8% | 2,070 | +140.7% | 0.01% | +150.0% |
PRU | Buy | PRUDENTIAL FINL INCstock | $52 | -99.9% | 524 | +1.2% | 0.01% | 0.0% |
OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $52 | -99.9% | 663 | +11.8% | 0.01% | +25.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $51 | -99.9% | 495 | +0.2% | 0.01% | 0.0% |
TFI | Buy | SPDR MUNICIPAL BOND ETFetf | $60 | -99.5% | 1,322 | +414.4% | 0.01% | +400.0% |
USXF | New | ISHARES ESG ADVANCED MSCI USA ETFetf | $55 | – | 1,796 | +100.0% | 0.01% | – |
CCI | Buy | CROWN CASTLE INTL CORPreit | $53 | -99.9% | 390 | +8.0% | 0.01% | 0.0% |
IIIN | Buy | INSTEEL INDS INC COMstock | $47 | -99.9% | 1,713 | +23.0% | 0.00% | 0.0% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH INDEXetf | $46 | -99.9% | 214 | +7.5% | 0.00% | 0.0% |
CB | Buy | CHUBB LIMITED COMstock | $43 | -99.9% | 193 | +0.5% | 0.00% | 0.0% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $46 | -99.9% | 477 | +0.8% | 0.00% | 0.0% |
NUEM | Buy | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $42 | -99.9% | 1,659 | +1.9% | 0.00% | 0.0% |
Buy | SL GREEN RLTY CORP COMreit | $42 | -95.8% | 1,256 | +3388.9% | 0.00% | – | |
LCTU | New | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $46 | – | 1,086 | +100.0% | 0.00% | – |
IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $44 | – | 760 | +100.0% | 0.00% | – |
VT | Buy | VANGUARD TOTAL WORLD STOCK ETFetf | $39 | -99.9% | 450 | +0.7% | 0.00% | 0.0% |
CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $43 | -99.8% | 662 | +63.9% | 0.00% | +33.3% |
WRK | Buy | WESTROCK CO COMstock | $42 | -99.9% | 1,195 | +0.1% | 0.00% | 0.0% |
SPG | Buy | SIMON PROPERTY GROUP INCreit | $39 | -99.9% | 331 | +1.5% | 0.00% | +33.3% |
New | BROOKFIELD CORP CL A LTD VT SHstock | $40 | – | 1,279 | +100.0% | 0.00% | – | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $45 | -99.9% | 82 | +36.7% | 0.00% | +33.3% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $41 | -99.9% | 788 | +1.2% | 0.00% | 0.0% |
FNDB | Buy | SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETFetf | $45 | -99.9% | 854 | +0.5% | 0.00% | 0.0% |
ALL | Buy | ALLSTATE CORPstock | $48 | -99.9% | 350 | +4.5% | 0.00% | 0.0% |
DVN | Buy | DEVON ENERGY CORPstock | $42 | -99.9% | 682 | +3.6% | 0.00% | 0.0% |
CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $45 | -99.9% | 1,090 | +0.1% | 0.00% | 0.0% |
CMI | Buy | CUMMINS INC COMstock | $45 | -99.8% | 187 | +38.5% | 0.00% | +33.3% |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $46 | -99.9% | 423 | +0.2% | 0.00% | -20.0% |
TECH | Buy | BIO-TECHNE CORP COMstock | $42 | -99.9% | 500 | +300.0% | 0.00% | 0.0% |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $43 | -99.9% | 945 | +0.9% | 0.00% | 0.0% |
BMRN | New | BIOMARIN PHARMACEUTICAL INCstock | $41 | – | 400 | +100.0% | 0.00% | – |
IMO | Buy | IMPERIAL OIL LTD COM NEW ISIN CA4530384086stock | $33 | -99.9% | 668 | +0.3% | 0.00% | 0.0% |
MWA | Buy | MUELLER WTR PRODS INC COM SER Astock | $38 | -99.9% | 3,567 | +0.5% | 0.00% | -25.0% |
DBC | Buy | DB COMMODITY INDEX TRACKINGetf | $37 | -99.9% | 1,508 | +0.5% | 0.00% | -25.0% |
DMXF | New | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $35 | – | 643 | +100.0% | 0.00% | – |
HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $35 | -99.9% | 2,505 | +1.2% | 0.00% | 0.0% |
SPLV | New | POWERSHARES SP500 LOW VOLATILITY ETFetf | $37 | – | 574 | +100.0% | 0.00% | – |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $36 | -99.9% | 389 | +0.5% | 0.00% | 0.0% |
MAR | Buy | MARRIOTT INTL INCstock | $38 | -99.9% | 256 | +0.4% | 0.00% | -25.0% |
Buy | DRAFTKINGS INC NEW COM CL Astock | $38 | -99.7% | 3,294 | +229.4% | 0.00% | +50.0% | |
IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $30 | -99.9% | 420 | +5.0% | 0.00% | 0.0% |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $31 | -99.8% | 135 | +80.0% | 0.00% | +50.0% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $28 | -99.9% | 112 | +0.9% | 0.00% | 0.0% |
D | Buy | DOMINION RESOURCES INCstock | $38 | -99.8% | 619 | +91.6% | 0.00% | +50.0% |
OEF | Buy | ISHARES TR S&P 100 INDEX FUNDetf | $31 | -99.8% | 181 | +101.1% | 0.00% | +50.0% |
EBTC | Buy | ENTERPRISE BANCORP INC MASS COMstock | $35 | -99.9% | 983 | +0.5% | 0.00% | 0.0% |
DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $34 | -99.9% | 281 | +0.7% | 0.00% | 0.0% |
ANDE | Buy | ANDERSONS INC COMstock | $28 | -99.9% | 803 | +0.5% | 0.00% | 0.0% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $31 | -99.9% | 191 | +6.7% | 0.00% | 0.0% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $35 | -99.5% | 513 | +282.8% | 0.00% | +200.0% |
ATO | Buy | ATMOS ENERGY CORPstock | $31 | -99.9% | 277 | +0.7% | 0.00% | 0.0% |
EVRG | Buy | EVERGY INC COMstock | $28 | -99.9% | 442 | +0.7% | 0.00% | 0.0% |
OLED | Buy | UNIVERSAL DISPLAY CORP COMstock | $30 | -99.9% | 281 | +0.4% | 0.00% | 0.0% |
SIZE | New | ISHARES MSCI USA SIZE FACTOR ETFetf | $38 | – | 333 | +100.0% | 0.00% | – |
VLO | Buy | VALERO ENERGY CORPstock | $34 | -99.9% | 265 | +0.8% | 0.00% | 0.0% |
SPIB | Buy | SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFetf | $37 | -99.9% | 1,176 | +1.1% | 0.00% | -25.0% |
GILD | Buy | GILEAD SCIENCES INCstock | $32 | -99.9% | 371 | +5.1% | 0.00% | +50.0% |
VOOG | New | VANGUARD S&P 500 GROWTH ETFetf | $28 | – | 131 | +100.0% | 0.00% | – |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $32 | -99.9% | 863 | +0.1% | 0.00% | 0.0% |
PLD | Buy | PROLOGIS INC. COMreit | $36 | -99.9% | 321 | +0.6% | 0.00% | 0.0% |
CTVA | Buy | CORTEVA INC COMstock | $36 | -99.7% | 613 | +208.0% | 0.00% | +200.0% |
RIO | Buy | RIO TINTO PLC SPON ADRadr | $31 | -99.9% | 430 | +1.9% | 0.00% | +50.0% |
PID | Buy | POWERSHARES INTL DIVID ACHIEVERS PORTetf | $33 | -99.9% | 1,996 | +0.5% | 0.00% | 0.0% |
USB | Buy | US BANCORP DEL COM NEWstock | $26 | -99.9% | 585 | +1.2% | 0.00% | 0.0% |
NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $23 | -99.9% | 681 | +1.2% | 0.00% | 0.0% |
NTR | Buy | NUTRIEN LTD COMstock | $27 | -99.9% | 369 | +0.3% | 0.00% | -33.3% |
TREX | Buy | TREX CO INC COMstock | $25 | -99.9% | 597 | +16.1% | 0.00% | 0.0% |
FHI | Buy | FEDERATED INVS PA CL B CLASS Bstock | $18 | -99.9% | 503 | +0.8% | 0.00% | 0.0% |
FITB | Buy | FIFTH THIRD BANCORPstock | $19 | -99.9% | 593 | +0.3% | 0.00% | 0.0% |
Buy | APOLLO GLOBAL MGMT INC COMstock | $18 | -99.9% | 283 | +5.6% | 0.00% | +100.0% | |
NVS | Buy | NOVARTIS AG ADRadr | $25 | -99.9% | 276 | +6.2% | 0.00% | 0.0% |
FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $24 | -99.9% | 263 | +0.4% | 0.00% | 0.0% |
CIBR | Buy | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $19 | -99.8% | 502 | +99.2% | 0.00% | +100.0% |
F | Buy | FORD MOTOR COMPANYstock | $21 | -99.9% | 1,814 | +1.1% | 0.00% | 0.0% |
TU | Buy | TELUS CORPORATION COMstock | $21 | -99.9% | 1,083 | +1.0% | 0.00% | 0.0% |
AJG | Buy | GALLAGHER ARTHUR J &COstock | $22 | -99.9% | 116 | +0.9% | 0.00% | 0.0% |
DOW | Buy | DOW INC COMstock | $26 | -99.6% | 517 | +240.1% | 0.00% | +100.0% |
GWRS | Buy | GLOBAL WTR RES INC COMstock | $23 | -99.9% | 1,753 | +23.5% | 0.00% | 0.0% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $24 | -99.9% | 573 | +0.5% | 0.00% | 0.0% |
SHOP | Buy | SHOPIFY INC CL Astock | $19 | -99.7% | 540 | +125.0% | 0.00% | +100.0% |
XLY | Buy | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $20 | -99.9% | 154 | +0.7% | 0.00% | 0.0% |
A | Buy | AGILENT TECH INCstock | $19 | -99.9% | 124 | +0.8% | 0.00% | 0.0% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $17 | -99.9% | 409 | +0.5% | 0.00% | 0.0% |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $17 | -99.9% | 260 | +0.8% | 0.00% | 0.0% |
BOKF | Buy | BOK FINL CORP COM NEWstock | $20 | -99.9% | 192 | +0.5% | 0.00% | 0.0% |
TIPX | New | SPDR BLOOMBERG 1-10 YEAR TIPS ETFetf | $18 | – | 982 | +100.0% | 0.00% | – |
RPV | Buy | INVESCO S&P 500 PURE VALUE ETFetf | $18 | -99.9% | 227 | +0.9% | 0.00% | 0.0% |
PRFZ | Buy | POWERSHARES FTSE RAFI US 1500 S/M PTetf | $27 | -99.9% | 171 | +0.6% | 0.00% | -33.3% |
MDYG | Buy | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf | $18 | -99.9% | 274 | +0.4% | 0.00% | 0.0% |
IRM | Buy | IRON MTN INC DEL COMreit | $22 | -99.9% | 448 | +1.4% | 0.00% | 0.0% |
LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $17 | -99.9% | 158 | +12.1% | 0.00% | 0.0% |
GLW | Buy | CORNING INC COMstock | $21 | – | 653 | +100.0% | 0.00% | – |
SPXN | Buy | PROSHARES S&P 500 EX-FINANCIALS ETFetf | $18 | -99.9% | 218 | +0.5% | 0.00% | 0.0% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $20 | -99.9% | 331 | +0.6% | 0.00% | 0.0% |
CE | Buy | CELANESE CORPORATIONstock | $19 | -99.9% | 188 | +1.1% | 0.00% | 0.0% |
EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $22 | -99.8% | 255 | +41.7% | 0.00% | +100.0% |
O | Buy | REALTY INCOME CORPreit | $21 | -99.9% | 334 | +0.9% | 0.00% | 0.0% |
HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $18 | -99.8% | 248 | +71.0% | 0.00% | +100.0% |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $20 | – | 398 | +100.0% | 0.00% | – |
IWC | Buy | ISHARES RUSSELL MICROCAP INDEXetf | $22 | -99.9% | 203 | +0.5% | 0.00% | 0.0% |
SPEM | New | SPDR INDEX SHS FDS S&P EMERGING MKTS ETFetf | $23 | – | 698 | +100.0% | 0.00% | – |
CWENA | Buy | CLEARWAY ENERGY INC CL Astock | $24 | -99.9% | 802 | +1.1% | 0.00% | 0.0% |
ETN | Buy | EATON CORP PLC SHSstock | $25 | -99.9% | 162 | +0.6% | 0.00% | 0.0% |
ECL | Buy | ECOLAB INC COMstock | $17 | -99.9% | 114 | +0.9% | 0.00% | 0.0% |
SUSC | New | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $18 | – | 797 | +100.0% | 0.00% | – |
USO | Buy | UNITED STATES OIL FUNDetf | $21 | -99.9% | 301 | +19.4% | 0.00% | 0.0% |
TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $22 | -99.9% | 130 | +0.8% | 0.00% | 0.0% |
AES | Buy | AES CORPstock | $8 | -99.9% | 278 | +0.4% | 0.00% | 0.0% |
SDOG | Buy | ALPS SECTOR DIVIDEND DOGS ETFetf | $14 | -99.9% | 280 | +0.7% | 0.00% | 0.0% |
AEM | Buy | AGNICO EAGLE MINES LTD COMstock | $15 | -99.9% | 282 | +0.7% | 0.00% | 0.0% |
ALLY | Buy | ALLY FINL INC COMstock | $7 | -99.9% | 270 | +1.1% | 0.00% | 0.0% |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $11 | -99.9% | 174 | +0.6% | 0.00% | 0.0% |
BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $16 | -99.9% | 1,089 | +54.0% | 0.00% | 0.0% |
ARI | Buy | APOLLO COML REAL EST FIN INC COMreit | $6 | -99.9% | 564 | +4.1% | 0.00% | 0.0% |
BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $8 | -99.9% | 361 | +2.8% | 0.00% | 0.0% |
CF | Buy | CF INDS HLDGS INC COMstock | $15 | -99.9% | 175 | +0.6% | 0.00% | -50.0% |
CME | Buy | CHICAGO MERCANTILE HLDGS INCstock | $16 | -99.9% | 94 | +1.1% | 0.00% | -50.0% |
TAIL | Buy | CAMBRIA TAIL RISK ETFetf | $9 | -99.9% | 572 | +0.5% | 0.00% | 0.0% |
CPB | New | CAMPBELL SOUP CO COMstock | $6 | – | 97 | +100.0% | 0.00% | – |
CINF | Buy | CINCINNATI FINL CORP COMstock | $9 | -99.9% | 90 | +12.5% | 0.00% | 0.0% |
Buy | CIVITAS RESOURCES INC COM NEWstock | $13 | -99.9% | 227 | +3.2% | 0.00% | 0.0% | |
CBSH | Buy | COMMERCE BANCSHARES INC COMstock | $12 | -99.9% | 178 | +5.3% | 0.00% | 0.0% |
Buy | CONSTELLATION ENERGY CORP COMstock | $12 | -99.9% | 137 | +0.7% | 0.00% | 0.0% | |
CPRT | Buy | COPART INC COMstock | $13 | -99.9% | 214 | +120.6% | 0.00% | 0.0% |
DNP | Buy | DNP SELECT INCOME FD INCcef | $8 | -99.9% | 712 | +1.9% | 0.00% | 0.0% |
Buy | DIMENSIONAL US MARKETWIDE VALUE ETFetf | $13 | -99.9% | 395 | +0.5% | 0.00% | 0.0% | |
HJEN | New | DIREXION HYDROGEN ETFetf | $10 | – | 721 | +100.0% | 0.00% | – |
HDRO | New | DEFIANCE NEXT GEN H2 ETFetf | $9 | – | 1,008 | +100.0% | 0.00% | – |
EXG | Buy | EATON VANCE TAX MANAGED GLOBAL EQUITYcef | $8 | -99.9% | 998 | +2.4% | 0.00% | 0.0% |
EBAY | Buy | EBAY INCstock | $16 | -99.9% | 374 | +0.3% | 0.00% | 0.0% |
EA | Buy | ELECTRONICS ARTSstock | $6 | -99.9% | 46 | +17.9% | 0.00% | 0.0% |
EQNR | Buy | STATOIL ASA SPONSORED ADR CMNadr | $8 | -99.9% | 220 | +1.4% | 0.00% | 0.0% |
FDX | Buy | FEDEX CORPstock | $15 | -99.7% | 87 | +171.9% | 0.00% | 0.0% |
FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $16 | -99.9% | 251 | +0.4% | 0.00% | 0.0% |
FIS | Buy | FIDELITY NATL INFO SVCSstock | $7 | -99.9% | 110 | +0.9% | 0.00% | 0.0% |
QQEW | New | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $13 | – | 149 | +100.0% | 0.00% | – |
FXG | New | FIRST TRUST CONSUMER STAPLES ALPHADEX FUNDetf | $15 | – | 235 | +100.0% | 0.00% | – |
New | GLOBAL X HYDROGEN ETFetf | $9 | – | 855 | +100.0% | 0.00% | – | |
HAL | Buy | HALLIBURTON CO COMstock | $12 | -99.8% | 306 | +0.3% | 0.00% | 0.0% |
HOG | Buy | HARLEY DAVIDSON INCstock | $11 | -98.9% | 274 | +1145.5% | 0.00% | – |
HUN | Buy | HUNTSMAN CORPstock | $7 | – | 252 | +1475.0% | 0.00% | – |
IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $6 | -99.9% | 57 | +1.8% | 0.00% | 0.0% |
EWMC | New | INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETFetf | $14 | – | 172 | +100.0% | 0.00% | – |
VEGI | Buy | ISHARES MSCI AGRICULTURE PRODUCERS ETFetf | $11 | -99.9% | 249 | +0.8% | 0.00% | 0.0% |
IXP | Buy | ISHARES GLOBAL COMM SERVICES ETFetf | $11 | -99.9% | 208 | +0.5% | 0.00% | 0.0% |
IYC | Buy | ISHARES DJ US CONSUMER SERVICESetf | $10 | -99.9% | 182 | +0.6% | 0.00% | 0.0% |
IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $12 | -99.9% | 56 | +1.8% | 0.00% | 0.0% |
IYJ | Buy | ISHARES DJ US INDUSTRIALetf | $11 | -99.9% | 116 | +0.9% | 0.00% | 0.0% |
SHV | Buy | ISHARES TR LEHMAN SHORT TREA BDFDetf | $12 | -99.9% | 110 | +0.9% | 0.00% | 0.0% |
EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $8 | – | 129 | +100.0% | 0.00% | – |
ISTB | New | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $14 | – | 304 | +100.0% | 0.00% | – |
PICK | Buy | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $11 | -99.9% | 264 | +2.7% | 0.00% | 0.0% |
IDRV | Buy | ISHARES SELF-DRIVING EV & TECH ETFetf | $11 | -99.9% | 321 | +0.6% | 0.00% | 0.0% |
IRBO | Buy | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $10 | -99.9% | 405 | +0.2% | 0.00% | 0.0% |
BBEU | New | JPMORGAN BETABUILDERS EUROPE ETFetf | $8 | – | 156 | +100.0% | 0.00% | – |
BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $7 | – | 163 | +100.0% | 0.00% | – |
BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $6 | – | 105 | +100.0% | 0.00% | – |
BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETFetf | $6 | – | 113 | +100.0% | 0.00% | – |
KEY | Buy | KEYCORP COMstock | $11 | -99.9% | 629 | +1.1% | 0.00% | 0.0% |
KR | Buy | KROGER CO COMstock | $16 | -99.9% | 358 | +7.2% | 0.00% | -50.0% |
Buy | KYNDRYL HLDGS INC COMMON STOCKstock | $9 | -99.9% | 830 | +0.6% | 0.00% | 0.0% | |
MXF | Buy | MEXICO FD INC COMcef | $13 | -99.9% | 891 | +1.2% | 0.00% | 0.0% |
NCR | Buy | NCR CORPstock | $6 | -99.8% | 264 | +23.4% | 0.00% | – |
NS | Buy | NUSTAR ENERGY LP UNIT COMstock | $10 | -99.9% | 602 | +2.6% | 0.00% | 0.0% |
TROW | Buy | T ROWE PRICE GROUP INCstock | $13 | -99.9% | 121 | +0.8% | 0.00% | 0.0% |
PHM | Buy | PULTE GROUP INC COMstock | $8 | -99.9% | 170 | +0.6% | 0.00% | 0.0% |
SPEU | New | SPDR PORTFOLIO EUROPE ETFetf | $9 | – | 250 | +100.0% | 0.00% | – |
EBND | New | SPDR SERIES TRUST SPDR BARCLAYS CAP EMERGING MKT LOCAL ETFetf | $12 | – | 580 | +100.0% | 0.00% | – |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $8 | -99.2% | 208 | +617.2% | 0.00% | – |
MDYV | Buy | SPDR S&P 400 MID CAP VALUE ETFetf | $8 | -99.9% | 119 | +0.8% | 0.00% | 0.0% |
SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $13 | – | 315 | +100.0% | 0.00% | – |
SRLN | New | SSGA ACTIVE ETF TR BLKSTN GSOSRLNetf | $16 | – | 388 | +100.0% | 0.00% | – |
TOTL | Buy | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $9 | -99.9% | 220 | +1.9% | 0.00% | 0.0% |
SPSM | New | SPDR RUSSELL 2000etf | $12 | – | 315 | +100.0% | 0.00% | – |
SITC | Buy | SITE CTRS CORP COMreit | $9 | -99.9% | 672 | +1.2% | 0.00% | 0.0% |
CGBD | Buy | CARLYLE SECURED LENDING INC COMcef | $6 | -99.9% | 449 | +3.2% | 0.00% | 0.0% |
THW | Buy | TEKLA WORLD HEALTHCARE FD BEN INT SHScef | $7 | -99.9% | 486 | +2.5% | 0.00% | 0.0% |
TFC | Buy | TRUIST FINL CORP COMstock | $15 | -99.9% | 342 | +1.2% | 0.00% | -50.0% |
UMPQ | Buy | UMPQUA HLDGS CORP COMstock | $10 | -99.9% | 537 | +1.1% | 0.00% | 0.0% |
MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $6 | -99.9% | 87 | +1.2% | 0.00% | 0.0% |
VIOG | New | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $15 | – | 78 | +100.0% | 0.00% | – |
IVOG | New | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $15 | – | 89 | +100.0% | 0.00% | – |
VPL | Buy | VANGUARD PACIFIC STOCKetf | $15 | -99.5% | 232 | +364.0% | 0.00% | – |
VGSH | New | VANGUARD SHORT-TERM TREASURY ETFetf | $9 | – | 148 | +100.0% | 0.00% | – |
VONG | New | VANGRD RUSSELL 1000 ETF GROWTH ETFetf | $6 | – | 107 | +100.0% | 0.00% | – |
VRTX | Buy | VERTEX PHARMACEUTICALS INstock | $16 | -99.9% | 54 | +5.9% | 0.00% | -50.0% |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $6 | -99.9% | 65 | +1.6% | 0.00% | 0.0% |
WEN | Buy | WENDYS CO COMstock | $12 | -99.9% | 512 | +0.6% | 0.00% | 0.0% |
WMB | Buy | WILLIAMS COS INC COMstock | $6 | -99.9% | 174 | +1.2% | 0.00% | 0.0% |
WCBR | Buy | WISDOMTREE CYBERSECURITY FUNDetf | $15 | -99.9% | 991 | +0.1% | 0.00% | -50.0% |
WOPEY | Buy | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $9 | -99.9% | 360 | +2.0% | 0.00% | 0.0% |
ZBH | Buy | ZIMMER HLDGS INCstock | $13 | -99.9% | 103 | +1.0% | 0.00% | 0.0% |
ICLR | New | ICON PLC SHSstock | $10 | – | 49 | +100.0% | 0.00% | – |
LBRT | New | LIBERTY ENERGY INC COM CL Astock | $5 | – | 312 | +100.0% | 0.00% | – |
RF | Buy | REGIONS FINANCIAL CORP NEWstock | $3 | -99.9% | 154 | +1.3% | 0.00% | – |
RLMD | New | RELMADA THERAPEUTICS INC COMstock | $3 | – | 735 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $1 | – | 9 | +100.0% | 0.00% | – |
LSTR | New | LANDSTAR SYS INC COMstock | $1 | – | 5 | +100.0% | 0.00% | – |
RY | Buy | ROYAL BANK OF CANADAstock | $3 | -99.9% | 29 | +3.6% | 0.00% | – |
KTB | Buy | KONTOOR BRANDS INC COMstock | $0 | – | 8 | +14.3% | 0.00% | – |
JPEM | Buy | J.P. MORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFetf | $2 | -99.9% | 36 | +2.9% | 0.00% | – |
QEFA | New | SPDR MSCI EAFE STRATEGICFACTORS ETFetf | $3 | – | 52 | +100.0% | 0.00% | – |
USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
IDAT | Buy | ISHARES FUTURE CLOUD 5G AND TECH ETFetf | $2 | -99.9% | 103 | +1.0% | 0.00% | – |
IAGG | New | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $3 | – | 68 | +100.0% | 0.00% | – |
SPLB | Buy | SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETFetf | $1 | -99.9% | 36 | +2.9% | 0.00% | – |
STX | Buy | SEAGATE TECHNOLOGYstock | $1 | -99.9% | 12 | +9.1% | 0.00% | – |
USIG | New | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
IEF | New | ISHARES 7-10 YR TREASURY BOND ETFetf | $3 | – | 27 | +100.0% | 0.00% | – |
IGE | New | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $2 | – | 40 | +100.0% | 0.00% | – |
PGX | Buy | POWERSHARES GLOBAL PREFERRED ETFetf | $2 | -99.9% | 206 | +1.5% | 0.00% | – |
LOGI | New | LOGITECH INTL S A SHSstock | $1 | – | 12 | +100.0% | 0.00% | – |
CHKP | New | CHECK POINT SOFTWARE TECHNOLOGIES LTDstock | $4 | – | 29 | +100.0% | 0.00% | – |
PDP | New | INVESCO DWA MOMENTUM ETFetf | $4 | – | 50 | +100.0% | 0.00% | – |
XOP | New | SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
HAIL | Buy | SPDR S&P KENSHO SMART MOBILITY ETFetf | $5 | -99.9% | 179 | +0.6% | 0.00% | -100.0% |
ADRE | New | BLDRS INDEX FDS TR EMERGING MKTS 50 ADR INDEX FDetf | $0 | – | 1 | +100.0% | 0.00% | – |
PSR | Buy | POWERSHARES ACTIVE US REIT ETFetf | $3 | -99.9% | 32 | +3.2% | 0.00% | – |
GSLC | Exit | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $1 | -99.9% | 246 | +113.9% | 0.00% | – |
SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $5 | -99.9% | 206 | +2.5% | 0.00% | -100.0% |
HST | Buy | HOST HOTELS & RESORTS INC COMreit | $1 | -99.9% | 90 | +1.1% | 0.00% | – |
XLV | New | HEALTH CARE SELECT SECTOR SPDRetf | $2 | – | 15 | +100.0% | 0.00% | – |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $2 | -99.8% | 116 | +0.9% | 0.00% | – |
HP | New | HELMERICH & PAYNE INC COMstock | $1 | – | 23 | +100.0% | 0.00% | – |
XLC | New | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $1 | – | 25 | +100.0% | 0.00% | – |
SEM | Buy | SELECT MED HLDGS CORP COMstock | $5 | -99.9% | 204 | +0.5% | 0.00% | – |
HBI | Buy | HANESBRANDS INCstock | $2 | -99.9% | 351 | +2.3% | 0.00% | – |
HPQ | Buy | HP INC COMstock | $5 | -99.9% | 169 | +0.6% | 0.00% | – |
SI | Buy | SILVERGATE CAP CORP CL Astock | $3 | -100.0% | 150 | +50.0% | 0.00% | -100.0% |
SIRI | Buy | SIRIUS XM RADIO INCstock | $3 | -99.9% | 514 | +0.2% | 0.00% | – |
FLEX | New | FLEX LTD ORDstock | $5 | – | 234 | +100.0% | 0.00% | – |
SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $3 | -99.9% | 36 | +2.9% | 0.00% | – |
SQM | New | SOCIEDAD QUIMICA MINERA DE CHILE S Aadr | $5 | – | 59 | +100.0% | 0.00% | – |
SONY | New | SONY GROUP CORPORATION SPONSORED ADRadr | $1 | – | 10 | +100.0% | 0.00% | – |
GEL | Buy | GENESIS ENERGY L P UNIT LTD PARTNstock | $1 | -99.9% | 55 | +1.9% | 0.00% | – |
SFM | New | SPROUTS FMRS MKT INC COMstock | $1 | – | 34 | +100.0% | 0.00% | – |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $2 | -99.9% | 22 | +4.8% | 0.00% | – |
LPX | New | LOUISIANA PAC CORP COMstock | $1 | – | 19 | +100.0% | 0.00% | – |
HTOO | New | FUSION FUEL GREEN PLC CL Astock | $3 | – | 768 | +100.0% | 0.00% | – |
REGN | New | REGENERON PHARMACEUTICALS COMstock | $1 | – | 2 | +100.0% | 0.00% | – |
FULT | Buy | FULTON FINANCIAL CORP-PAstock | $2 | -99.9% | 143 | +1.4% | 0.00% | – |
FLS | Buy | FLOWSERVE CORP COMstock | $1 | -99.9% | 33 | +3.1% | 0.00% | – |
RAVI | Buy | FLEXSHARES READY ACCESS VARIABLE INCOME FUNDetf | $5 | -99.9% | 67 | +1.5% | 0.00% | -100.0% |
FXU | New | FIRST TRUST UTILITIES ALPHADEX FUNDetf | $4 | – | 120 | +100.0% | 0.00% | – |
TRI | New | THOMSON REUTERS CORPORATION USAstock | $1 | – | 11 | +100.0% | 0.00% | – |
EXR | New | EXTRA SPACE STORAGE INCreit | $0 | – | 0 | +100.0% | 0.00% | – |
EXPI | Buy | EXP WORLD HLDGS INC COMstock | $2 | -99.9% | 192 | +0.5% | 0.00% | – |
EPM | New | EVOLUTION PETE CORP COMstock | $5 | – | 657 | +100.0% | 0.00% | – |
EQR | Buy | EQUITY RESIDENTIAL SH BEN INTreit | $3 | -99.9% | 46 | +2.2% | 0.00% | – |
EQC | Buy | EQUITY COMWLTH COM SH BEN INTreit | $2 | -99.9% | 77 | +4.1% | 0.00% | – |
ENTG | Buy | ENTEGRIS INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
ENB | Buy | ENBRIDGE INC COMstock | $3 | -99.9% | 74 | +1.4% | 0.00% | – |
UTHR | New | UNITED THERAPEUTICS CORP DEL COMstock | $3 | – | 9 | +100.0% | 0.00% | – |
U | New | UNITY SOFTWARE INC COMstock | $1 | – | 27 | +100.0% | 0.00% | – |
EIX | Buy | EDISON INTL COMstock | $4 | -99.9% | 60 | +1.7% | 0.00% | – |
VFC | Buy | V F CORP COMstock | $4 | -99.9% | 152 | +61.7% | 0.00% | – |
GDX | Buy | MARKET VECTORS GOLD MINERS INDEX ETFetf | $3 | -99.8% | 103 | +2.0% | 0.00% | – |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $5 | -99.9% | 50 | +19.0% | 0.00% | – |
CAG | Buy | CONAGRA BRANDS INC COMstock | $3 | -99.8% | 69 | +1.5% | 0.00% | – |
CMA | Buy | COMERICA INC COMstock | $3 | -99.9% | 48 | +2.1% | 0.00% | – |
VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $5 | -99.9% | 28 | +3.7% | 0.00% | -100.0% |
HTBK | Exit | HERITAGE COMM CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $3 | -99.8% | 72 | +1.4% | 0.00% | – |
VONV | New | VANGUARD RUSSELL 1000 VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
CNQ | New | CANADIAN NAT RES LTD COMstock | $2 | – | 40 | +100.0% | 0.00% | – |
BTI | New | BRITISH AMERICAN TOBACCOadr | $2 | – | 59 | +100.0% | 0.00% | – |
BE | New | BLOOM ENERGY CORP COM CL Astock | $2 | – | 124 | +100.0% | 0.00% | – |
BIO | New | BIO-RAD LABORATORIES, INC CMN CLASS Astock | $1 | – | 2 | +100.0% | 0.00% | – |
Buy | BATH & BODY WORKS INC COMstock | $1 | -99.9% | 35 | +2.9% | 0.00% | – | |
GOLD | Buy | BARRICK GOLD CORP Fstock | $3 | -99.8% | 154 | +0.7% | 0.00% | – |
BJ | New | BJS WHSL CLUB HLDGS INC COMstock | $5 | – | 71 | +100.0% | 0.00% | – |
BGS | Buy | B&G FOODS INC CLASS Astock | $1 | -100.0% | 108 | +2.9% | 0.00% | – |
IVLU | Exit | ISHARES MSCI INTL VALUE FACTOR ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
AIZ | Buy | ASSURANT INC COMstock | $1 | -100.0% | 11 | +10.0% | 0.00% | – |
DHS | New | WISDOMTREE U.S. HIGH DIVIDEND FUNDetf | $5 | – | 63 | +100.0% | 0.00% | – |
DGS | Buy | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETFetf | $5 | -99.9% | 117 | +0.9% | 0.00% | -100.0% |
DLN | Buy | WISDOMTREE LARGE CAP DIVIDENDetf | $5 | – | 80 | +3900.0% | 0.00% | – |
DTN | New | WISDOMTREE U.S. AI ENHANCED VALUE FUNDetf | $5 | – | 51 | +100.0% | 0.00% | – |
AINC | New | ASHFORD INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
New | ASHFORD HOSPITALITY TR INC COM SHSreit | $0 | – | 7 | +100.0% | 0.00% | – | |
New | ZEVIA PBC CL Astock | $2 | – | 413 | +100.0% | 0.00% | – | |
OGE | New | OGE ENERGY CORP COMstock | $1 | – | 19 | +100.0% | 0.00% | – |
NRT | Buy | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $3 | -99.9% | 265 | +4.7% | 0.00% | – |
OPI | Buy | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $2 | -99.8% | 127 | +111.7% | 0.00% | – |
New | BROOKFIELD REINS LTD CL A EXCH LT VTGstock | $0 | – | 8 | +100.0% | 0.00% | – | |
ON | New | ON SEMICONDUCTOR CORP COMstock | $1 | – | 17 | +100.0% | 0.00% | – |
NI | Buy | NISOURCE INC COMstock | $4 | -99.9% | 129 | +0.8% | 0.00% | – |
NWL | Buy | NEWELL BRANDS INC COMstock | $1 | -99.9% | 62 | +1.6% | 0.00% | – |
NAVI | Buy | NAVIENT CORPORATION COMstock | $1 | -99.9% | 77 | +1.3% | 0.00% | – |
CCEP | Buy | COCA COLA ENTERPRISEINCstock | $3 | -99.8% | 56 | +1.8% | 0.00% | – |
MUSA | New | MURPHY USA INCstock | $1 | – | 3 | +100.0% | 0.00% | – |
PEGA | Buy | PEGASYSTEMS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MRNA | New | MODERNA INC COMstock | $1 | – | 5 | +100.0% | 0.00% | – |
MFEM | Buy | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf | $3 | -99.9% | 179 | +4.7% | 0.00% | – |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $3 | -99.8% | 16 | +60.0% | 0.00% | – |
PLUG | New | PLUG POWER INC COM NEWstock | $2 | – | 156 | +100.0% | 0.00% | – |
PRMW | Buy | COTT CORP QUE Fstock | $3 | -99.9% | 206 | +0.5% | 0.00% | – |
MANH | New | MANHATTAN ASSOCIATES INC COMstock | $2 | – | 16 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR RUSSELL MIDCAP INDEX FD | 42 | Q3 2023 | 12.5% |
VANGUARD FTSE EMERGING MARKETS ETF | 42 | Q3 2023 | 9.4% |
IQ HEDGE MULTISTRATEGY TRACKER ETF | 42 | Q3 2023 | 9.9% |
ISHARES MORNINGSTAR LARGE GROWTH ETF | 42 | Q3 2023 | 9.6% |
ISHARES RUSSELL 2000 ETF | 42 | Q3 2023 | 9.0% |
ISHARES TR SP GLOBAL 100 INDEXFD | 42 | Q3 2023 | 11.5% |
WISDOMTREE TR INTL LARGECAP DIVID FD | 42 | Q3 2023 | 1.0% |
MAGNA INTL INC COM | 42 | Q3 2023 | 1.5% |
ISHARES MSCI EUROZONE ETF | 42 | Q3 2023 | 1.0% |
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL2000 INDEX FD ETF SHS | 42 | Q3 2023 | 0.7% |
View Baystate Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-10-26 |
13F-HR/A | 2023-09-21 |
13F-HR | 2023-08-02 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-21 |
View Baystate Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.