$78.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 414 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 45.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ESGU | Sell | ISHARES TResg awr msci usa | $5,772,000 | +6.9% | 53,490 | -2.4% | 7.37% | +5.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $4,256,000 | +0.5% | 57,025 | +0.0% | 5.43% | -0.8% |
PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $4,223,000 | +1.9% | 294,103 | -2.0% | 5.39% | +0.6% |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $3,394,000 | -26.8% | 68,494 | -25.9% | 4.33% | -27.8% |
JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $3,165,000 | -12.5% | 60,088 | -11.7% | 4.04% | -13.6% |
PTBD | Sell | PACER FDS TRtrendpilot us bd | $2,864,000 | -10.2% | 106,359 | -9.6% | 3.66% | -11.4% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $2,864,000 | +10.3% | 30,106 | -0.3% | 3.66% | +8.8% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,833,000 | +10.4% | 28,852 | -0.5% | 3.62% | +8.9% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,731,000 | -30.0% | 26,895 | -29.8% | 3.49% | -31.0% |
GLD | Sell | SPDR GOLD TR | $2,629,000 | -12.1% | 15,375 | -15.6% | 3.36% | -13.3% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,610,000 | +9.5% | 6,561 | -1.5% | 3.33% | +8.0% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $2,424,000 | +8.9% | 16,656 | -1.4% | 3.10% | +7.5% |
PFF | Buy | ISHARES TRpfd and incm sec | $1,896,000 | +5.3% | 48,095 | +3.7% | 2.42% | +4.0% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,821,000 | +5.9% | 6,432 | -1.5% | 2.32% | +4.5% |
IAU | Sell | GOLD TRishares new | $1,809,000 | 0.0% | 51,961 | -4.0% | 2.31% | -1.3% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,799,000 | -0.6% | 37,993 | +1.5% | 2.30% | -1.9% |
SENT | Buy | ADVISORSHARES TRalpha dna equity | $1,751,000 | +19.2% | 63,404 | +15.5% | 2.24% | +17.6% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,735,000 | +13.1% | 3,638 | +2.2% | 2.22% | +11.6% |
EFG | Sell | ISHARES TReafe grwth etf | $1,503,000 | -5.4% | 13,627 | -8.6% | 1.92% | -6.6% |
KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,473,000 | +5.4% | 21,715 | +4.3% | 1.88% | +4.0% |
XNTK | Sell | SPDR SER TRnyse tech etf | $1,435,000 | +5.2% | 8,662 | -0.7% | 1.83% | +3.8% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,376,000 | +34300.0% | 12,276 | +28448.8% | 1.76% | +35040.0% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $1,167,000 | +9.8% | 17,449 | +1.2% | 1.49% | +8.4% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,161,000 | +3.0% | 13,590 | +5.1% | 1.48% | +1.6% |
AAPL | Sell | APPLE INC | $1,140,000 | +24.2% | 6,422 | -1.0% | 1.46% | +22.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $796,000 | +12.6% | 1,677 | +1.8% | 1.02% | +11.0% |
ACWI | Buy | ISHARES TRmsci acwi etf | $786,000 | +6.1% | 7,428 | +0.2% | 1.00% | +4.7% |
ORCL | Buy | ORACLE CORP | $777,000 | +0.5% | 8,904 | +0.3% | 0.99% | -0.8% |
BOND | Sell | PIMCO ETF TRactive bd etf | $731,000 | -18.0% | 6,677 | -17.2% | 0.93% | -19.1% |
ESGE | Sell | ISHARES INCesg awr msci em | $714,000 | -5.6% | 17,953 | -1.6% | 0.91% | -6.7% |
EFA | Buy | ISHARES TRmsci eafe etf | $554,000 | +403.6% | 7,040 | +400.0% | 0.71% | +397.9% |
XBI | Buy | SPDR SER TRs&p biotech | $541,000 | +36.6% | 4,836 | +53.6% | 0.69% | +35.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $487,000 | +6.3% | 4,252 | +1.4% | 0.62% | +4.9% |
TSLA | Sell | TESLA INC | $459,000 | +17.4% | 434 | -13.9% | 0.59% | +15.8% |
VLUE | Sell | ISHARES TRmsci usa value | $456,000 | -3.6% | 4,161 | -11.4% | 0.58% | -4.9% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $431,000 | +13.7% | 11,997 | +15.6% | 0.55% | +12.2% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $404,000 | +8.3% | 10,312 | +0.4% | 0.52% | +6.8% |
UNP | Sell | UNION PAC CORP | $402,000 | +12.6% | 1,597 | -12.2% | 0.51% | +11.0% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $386,000 | +11.9% | 7,306 | +3.1% | 0.49% | +10.5% |
IWM | ISHARES TRput | $378,000 | +1.6% | 1,700 | 0.0% | 0.48% | +0.4% | |
CLOU | Buy | GLOBAL X FDS | $370,000 | -6.8% | 13,949 | +2.9% | 0.47% | -8.2% |
CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $346,000 | +11.3% | 13,345 | +20.1% | 0.44% | +10.0% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $306,000 | +10.5% | 5,485 | +0.0% | 0.39% | +9.2% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $281,000 | -7.0% | 6,774 | -4.5% | 0.36% | -8.2% |
COKE | COCA COLA CONS INC | $268,000 | +56.7% | 433 | 0.0% | 0.34% | +54.8% | |
NVR | NVR INC | $254,000 | +23.3% | 43 | 0.0% | 0.32% | +21.3% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $194,000 | +9.6% | 650 | 0.0% | 0.25% | +8.3% | |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $186,000 | -1.6% | 1,602 | -13.5% | 0.24% | -3.3% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $180,000 | -6.2% | 1,106 | -13.5% | 0.23% | -7.3% |
D | DOMINION ENERGY INC | $173,000 | +8.1% | 2,197 | 0.0% | 0.22% | +6.8% | |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $171,000 | +15.5% | 1,504 | +6.1% | 0.22% | +13.5% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $152,000 | -0.7% | 1,641 | +1.4% | 0.19% | -2.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $151,000 | +1.3% | 681 | +0.1% | 0.19% | 0.0% |
IWR | ISHARES TRrus mid cap etf | $147,000 | +5.8% | 1,775 | 0.0% | 0.19% | +4.4% | |
PUTW | WISDOMTREE TRcboe s&p 500 | $138,000 | +6.2% | 3,995 | 0.0% | 0.18% | +4.8% | |
AMZN | AMAZON COM INC | $133,000 | +1.5% | 40 | 0.0% | 0.17% | 0.0% | |
EFV | Buy | ISHARES TReafe value etf | $131,000 | +39.4% | 2,607 | +40.4% | 0.17% | +36.9% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $126,000 | +20.0% | 4,391 | +6.2% | 0.16% | +18.4% |
PFE | Buy | PFIZER INC | $121,000 | +37.5% | 2,057 | +0.0% | 0.16% | +36.0% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $114,000 | +100.0% | 2,332 | +105.8% | 0.15% | +97.3% |
HON | HONEYWELL INTL INC | $111,000 | -1.8% | 533 | 0.0% | 0.14% | -2.7% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $111,000 | +12.1% | 646 | 0.0% | 0.14% | +10.9% | |
CSCO | Buy | CISCO SYS INC | $101,000 | +16.1% | 1,590 | +0.1% | 0.13% | +14.2% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $101,000 | +11.0% | 332 | +0.3% | 0.13% | +9.3% |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $100,000 | +5.3% | 2,600 | 0.0% | 0.13% | +4.1% | |
BGLD | FIRST TR EXCHANGE-TRADED FDcboe vest gld st | $93,000 | +1.1% | 4,900 | 0.0% | 0.12% | 0.0% | |
YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $92,000 | -1.1% | 4,350 | 0.0% | 0.12% | -2.5% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $91,000 | +16.7% | 525 | +0.2% | 0.12% | +14.9% |
XOM | EXXON MOBIL CORP | $91,000 | +4.6% | 1,486 | 0.0% | 0.12% | +2.7% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $91,000 | +4.6% | 1,327 | 0.0% | 0.12% | +2.7% | |
MUB | ISHARES TRnational mun etf | $89,000 | 0.0% | 766 | 0.0% | 0.11% | -0.9% | |
ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $87,000 | -12.1% | 1,703 | -12.1% | 0.11% | -13.3% |
UPS | UNITED PARCEL SERVICE INCcl b | $82,000 | +17.1% | 384 | 0.0% | 0.10% | +15.4% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $82,000 | +90.7% | 1,129 | +68.3% | 0.10% | +87.5% |
TFC | TRUIST FINL CORP | $81,000 | -1.2% | 1,391 | 0.0% | 0.10% | -2.8% | |
MILN | Sell | GLOBAL X FDSmillennial consu | $81,000 | -16.5% | 1,899 | -16.1% | 0.10% | -18.3% |
CVX | CHEVRON CORP NEW | $80,000 | +15.9% | 679 | 0.0% | 0.10% | +14.6% | |
IWD | Buy | ISHARES TRrus 1000 val etf | $79,000 | +8.2% | 470 | +0.9% | 0.10% | +7.4% |
ATI | ALLEGHENY TECHNOLOGIES INC | $74,000 | -3.9% | 4,660 | 0.0% | 0.09% | -6.0% | |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $70,000 | 0.0% | 827 | -7.0% | 0.09% | -2.2% |
JNJ | JOHNSON & JOHNSON | $68,000 | +6.2% | 397 | 0.0% | 0.09% | +4.8% | |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $68,000 | +4.6% | 488 | -1.6% | 0.09% | +3.6% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $65,000 | 0.0% | 591 | -5.9% | 0.08% | -1.2% |
MSFT | New | MICROSOFT CORP | $62,000 | – | 184 | +100.0% | 0.08% | – |
BA | BOEING CO | $61,000 | -7.6% | 302 | 0.0% | 0.08% | -8.2% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $61,000 | +13.0% | 298 | 0.0% | 0.08% | +11.4% | |
MMM | 3M CO | $59,000 | +1.7% | 333 | 0.0% | 0.08% | 0.0% | |
IJS | Sell | ISHARES TRsp smcp600vl etf | $56,000 | +1.8% | 540 | -1.3% | 0.07% | +1.4% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $55,000 | +5.8% | 837 | +0.2% | 0.07% | +4.5% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $55,000 | +7.8% | 687 | +3.0% | 0.07% | +6.1% |
NVDA | Buy | NVIDIA CORPORATION | $54,000 | +63.6% | 184 | +15.0% | 0.07% | +60.5% |
MLN | Sell | VANECK ETF TRUSTlong muni etf | $53,000 | -11.7% | 2,459 | -12.5% | 0.07% | -12.8% |
LGLV | Buy | SPDR SER TRssga us lrg etf | $52,000 | +13.0% | 345 | +0.3% | 0.07% | +10.0% |
ABBV | Buy | ABBVIE INC | $52,000 | +26.8% | 383 | +1.3% | 0.07% | +24.5% |
V | New | VISA INC | $49,000 | – | 225 | +100.0% | 0.06% | – |
ABT | Buy | ABBOTT LABS | $48,000 | +17.1% | 344 | +0.3% | 0.06% | +15.1% |
HD | Buy | HOME DEPOT INC | $46,000 | +130.0% | 110 | +83.3% | 0.06% | +126.9% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $44,000 | +10.0% | 313 | +0.3% | 0.06% | +7.7% |
MGC | Buy | VANGUARD WORLD FDmega cap index | $44,000 | +10.0% | 261 | +0.4% | 0.06% | +7.7% |
IBM | INTERNATIONAL BUSINESS MACHS | $43,000 | -4.4% | 323 | 0.0% | 0.06% | -5.2% | |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $42,000 | -6.7% | 369 | -6.1% | 0.05% | -6.9% |
SUSA | ISHARES TRmsci usa esg slc | $41,000 | +10.8% | 382 | 0.0% | 0.05% | +8.3% | |
BMY | BRISTOL-MYERS SQUIBB CO | $41,000 | +7.9% | 650 | 0.0% | 0.05% | +6.1% | |
SGOL | ABERDEEN STD GOLD ETF TR | $40,000 | +5.3% | 2,250 | 0.0% | 0.05% | +4.1% | |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $39,000 | +11.4% | 665 | +0.3% | 0.05% | +11.1% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $39,000 | 0.0% | 717 | +0.7% | 0.05% | 0.0% |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $38,000 | +5.6% | 805 | 0.0% | 0.05% | +4.3% | |
ABNB | AIRBNB INC | $38,000 | 0.0% | 229 | 0.0% | 0.05% | 0.0% | |
WMT | Sell | WALMART INC | $37,000 | -15.9% | 254 | -20.4% | 0.05% | -17.5% |
MRK | Buy | MERCK & CO INC | $37,000 | +15.6% | 488 | +14.6% | 0.05% | +14.6% |
PDBC | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $36,000 | -33.3% | 2,543 | 0.0% | 0.05% | -34.3% | |
SGDM | SPROTT ETF TRUSTgold miners etf | $36,000 | +9.1% | 1,324 | 0.0% | 0.05% | +7.0% | |
ADSK | AUTODESK INC | $34,000 | -2.9% | 122 | 0.0% | 0.04% | -4.4% | |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $33,000 | +3.1% | 903 | +1.7% | 0.04% | +2.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $32,000 | +6.7% | 811 | +5.6% | 0.04% | +5.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $31,000 | +6.9% | 212 | +0.5% | 0.04% | +5.3% |
QCOM | Buy | QUALCOMM INC | $29,000 | +107.1% | 159 | +44.5% | 0.04% | +105.6% |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $28,000 | +12.0% | 279 | +4.9% | 0.04% | +12.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $28,000 | -36.4% | 182 | -39.3% | 0.04% | -36.8% |
LOW | LOWES COS INC | $27,000 | +22.7% | 106 | 0.0% | 0.03% | +21.4% | |
DIS | Sell | DISNEY WALT CO | $26,000 | -7.1% | 165 | -1.2% | 0.03% | -8.3% |
LUCID GROUP INC | $25,000 | +56.2% | 645 | 0.0% | 0.03% | +52.4% | ||
FINX | Buy | GLOBAL X FDSfintech etf | $25,000 | -10.7% | 630 | +9.4% | 0.03% | -11.1% |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $23,000 | +4.5% | 820 | 0.0% | 0.03% | +3.6% | |
CTHR | CHARLES & COLVARD LTD | $22,000 | -4.3% | 7,592 | 0.0% | 0.03% | -6.7% | |
ACLS | Buy | AXCELIS TECHNOLOGIES INC | $21,000 | +133.3% | 281 | +45.6% | 0.03% | +125.0% |
CALX | New | CALIX INC | $21,000 | – | 257 | +100.0% | 0.03% | – |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $21,000 | +950.0% | 103 | +1187.5% | 0.03% | +800.0% |
EVRI | Buy | EVERI HLDGS INC | $21,000 | +600.0% | 967 | +673.6% | 0.03% | +575.0% |
FTNT | Buy | FORTINET INC | $21,000 | +90.9% | 58 | +52.6% | 0.03% | +92.9% |
GENERAL ELECTRIC CO | $21,000 | -8.7% | 220 | 0.0% | 0.03% | -10.0% | ||
MNDY | Buy | MONDAY COM LTD | $21,000 | +320.0% | 68 | +353.3% | 0.03% | +350.0% |
SIMO | Buy | SILICON MOTION TECHNOLOGY COsponsored adr | $21,000 | +133.3% | 217 | +64.4% | 0.03% | +125.0% |
MXL | Buy | MAXLINEAR INC | $21,000 | +133.3% | 280 | +51.4% | 0.03% | +125.0% |
NKE | Buy | NIKE INCcl b | $21,000 | +16.7% | 125 | +0.8% | 0.03% | +17.4% |
GLOB | New | GLOBANT S A | $20,000 | – | 63 | +100.0% | 0.03% | – |
RRR | New | RED ROCK RESORTS INCcl a | $20,000 | – | 359 | +100.0% | 0.03% | – |
KB | KB FINL GROUP INCsponsored adr | $20,000 | 0.0% | 440 | 0.0% | 0.03% | 0.0% | |
ANET | New | ARISTA NETWORKS INC | $20,000 | – | 136 | +100.0% | 0.03% | – |
SRPT | New | SAREPTA THERAPEUTICS INC | $20,000 | – | 218 | +100.0% | 0.03% | – |
COST | Buy | COSTCO WHSL CORP NEW | $20,000 | +100.0% | 35 | +52.2% | 0.03% | +100.0% |
AOSL | Buy | ALPHA & OMEGA SEMICONDUCTOR | $20,000 | +122.2% | 324 | +12.9% | 0.03% | +116.7% |
LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $20,000 | +100.0% | 265 | +76.7% | 0.03% | +100.0% |
SCHW | New | SCHWAB CHARLES CORP | $20,000 | – | 240 | +100.0% | 0.03% | – |
HUBS | Buy | HUBSPOT INC | $20,000 | +900.0% | 31 | +933.3% | 0.03% | +766.7% |
OXM | Buy | OXFORD INDS INC | $20,000 | +122.2% | 194 | +96.0% | 0.03% | +116.7% |
CWH | New | CAMPING WORLD HLDGS INCcl a | $20,000 | – | 484 | +100.0% | 0.03% | – |
PSTG | Buy | PURE STORAGE INCcl a | $20,000 | +122.2% | 607 | +69.1% | 0.03% | +116.7% |
EXLS | New | EXLSERVICE HOLDINGS INC | $19,000 | – | 132 | +100.0% | 0.02% | – |
BKI | New | BLACK KNIGHT INC | $19,000 | – | 234 | +100.0% | 0.02% | – |
BPMC | New | BLUEPRINT MEDICINES CORP | $19,000 | – | 177 | +100.0% | 0.02% | – |
SYNA | New | SYNAPTICS INC | $19,000 | – | 67 | +100.0% | 0.02% | – |
ONTO | Buy | ONTO INNOVATION INC | $19,000 | +90.0% | 186 | +40.9% | 0.02% | +84.6% |
IONS | New | IONIS PHARMACEUTICALS INC | $19,000 | – | 616 | +100.0% | 0.02% | – |
OKTA | Buy | OKTA INCcl a | $19,000 | – | 86 | +4200.0% | 0.02% | – |
GIII | New | G III APPAREL GROUP LTD | $19,000 | – | 698 | +100.0% | 0.02% | – |
STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $19,000 | – | 167 | +100.0% | 0.02% | – |
FAST | New | FASTENAL CO | $19,000 | – | 297 | +100.0% | 0.02% | – |
EVH | New | EVOLENT HEALTH INCcl a | $19,000 | – | 678 | +100.0% | 0.02% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC | $19,000 | +111.1% | 134 | +54.0% | 0.02% | +100.0% |
NVT | Buy | NVENT ELECTRIC PLC | $19,000 | +90.0% | 491 | +62.6% | 0.02% | +84.6% |
SNA | New | SNAP ON INC | $19,000 | – | 86 | +100.0% | 0.02% | – |
MSP | New | DATTO HLDG CORP | $19,000 | – | 719 | +100.0% | 0.02% | – |
TSCO | New | TRACTOR SUPPLY CO | $19,000 | – | 80 | +100.0% | 0.02% | – |
CCRN | Buy | CROSS CTRY HEALTHCARE INC | $19,000 | +90.0% | 702 | +54.6% | 0.02% | +84.6% |
UBER | New | UBER TECHNOLOGIES INC | $19,000 | – | 446 | +100.0% | 0.02% | – |
SMTC | Buy | SEMTECH CORP | $19,000 | +72.7% | 213 | +57.8% | 0.02% | +71.4% |
AMBA | Buy | AMBARELLA INC | $19,000 | +111.1% | 96 | +60.0% | 0.02% | +100.0% |
CFLT | New | CONFLUENT INC | $19,000 | – | 246 | +100.0% | 0.02% | – |
ZS | Buy | ZSCALER INC | $19,000 | +58.3% | 59 | +34.1% | 0.02% | +50.0% |
BJ | New | BJS WHSL CLUB HLDGS INC | $19,000 | – | 290 | +100.0% | 0.02% | – |
UCTT | New | ULTRA CLEAN HLDGS INC | $18,000 | – | 321 | +100.0% | 0.02% | – |
CRTO | Buy | CRITEO S Aspons ads | $18,000 | +80.0% | 473 | +81.9% | 0.02% | +76.9% |
OUNZ | VANECK MERK GOLD TRgold trust | $18,000 | +5.9% | 1,000 | 0.0% | 0.02% | +4.5% | |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $18,000 | – | 207 | +100.0% | 0.02% | – |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $18,000 | -47.1% | 211 | -53.8% | 0.02% | -47.7% |
VSTO | Buy | VISTA OUTDOOR INC | $18,000 | +80.0% | 397 | +64.7% | 0.02% | +76.9% |
NXPI | New | NXP SEMICONDUCTORS N V | $18,000 | – | 80 | +100.0% | 0.02% | – |
AME | New | AMETEK INC | $18,000 | – | 123 | +100.0% | 0.02% | – |
VCRA | New | VOCERA COMMUNICATIONS INC | $18,000 | – | 274 | +100.0% | 0.02% | – |
MSOS | New | ADVISORSHARES TRpure us cannabis | $18,000 | – | 708 | +100.0% | 0.02% | – |
DVAX | New | DYNAVAX TECHNOLOGIES CORP | $18,000 | – | 1,266 | +100.0% | 0.02% | – |
IAA | New | IAA INC | $18,000 | – | 357 | +100.0% | 0.02% | – |
DIOD | New | DIODES INC | $18,000 | – | 165 | +100.0% | 0.02% | – |
IMGN | New | IMMUNOGEN INC | $18,000 | – | 2,463 | +100.0% | 0.02% | – |
DKS | Buy | DICKS SPORTING GOODS INC | $18,000 | +100.0% | 158 | +105.2% | 0.02% | +91.7% |
MCD | New | MCDONALDS CORP | $18,000 | – | 69 | +100.0% | 0.02% | – |
ACI | New | ALBERTSONS COS INC | $18,000 | – | 592 | +100.0% | 0.02% | – |
BOX | New | BOX INCcl a | $18,000 | – | 697 | +100.0% | 0.02% | – |
URBN | Buy | URBAN OUTFITTERS INC | $18,000 | +100.0% | 603 | +105.1% | 0.02% | +91.7% |
KSS | New | KOHLS CORP | $18,000 | – | 355 | +100.0% | 0.02% | – |
LAD | New | LITHIA MTRS INC | $18,000 | – | 61 | +100.0% | 0.02% | – |
SNOW | Buy | SNOWFLAKE INCcl a | $17,000 | +70.0% | 49 | +53.1% | 0.02% | +69.2% |
GWW | New | GRAINGER W W INC | $17,000 | – | 33 | +100.0% | 0.02% | – |
ULTA | Buy | ULTA BEAUTY INC | $17,000 | +88.9% | 41 | +70.8% | 0.02% | +83.3% |
VRNS | New | VARONIS SYS INC | $17,000 | – | 339 | +100.0% | 0.02% | – |
SKY | New | SKYLINE CHAMPION CORPORATION | $17,000 | – | 220 | +100.0% | 0.02% | – |
WSM | Buy | WILLIAMS SONOMA INC | $17,000 | +70.0% | 100 | +85.2% | 0.02% | +69.2% |
BOOT | Buy | BOOT BARN HLDGS INC | $17,000 | +70.0% | 139 | +25.2% | 0.02% | +69.2% |
BIGC | New | BIGCOMMERCE HLDGS INC | $17,000 | – | 475 | +100.0% | 0.02% | – |
SHOO | New | MADDEN STEVEN LTD | $17,000 | – | 370 | +100.0% | 0.02% | – |
MIME | Buy | MIMECAST LTD | $17,000 | +70.0% | 217 | +43.7% | 0.02% | +69.2% |
GOOGL | ALPHABET INCcap stk cl a | $17,000 | +6.2% | 6 | 0.0% | 0.02% | +4.8% | |
ALEC | New | ALECTOR INC | $17,000 | – | 803 | +100.0% | 0.02% | – |
New | PERION NETWORK LTD | $17,000 | – | 715 | +100.0% | 0.02% | – | |
SPT | Buy | SPROUT SOCIAL INC | $16,000 | +77.8% | 177 | +136.0% | 0.02% | +66.7% |
New | WOLFSPEED INC | $16,000 | – | 142 | +100.0% | 0.02% | – | |
AOA | ISHARES TRaggres alloc etf | $16,000 | +6.7% | 220 | 0.0% | 0.02% | +5.3% | |
WK | New | WORKIVA INC | $16,000 | – | 124 | +100.0% | 0.02% | – |
VERI | New | VERITONE INC | $16,000 | – | 702 | +100.0% | 0.02% | – |
RNG | Buy | RINGCENTRAL INCcl a | $16,000 | +100.0% | 88 | +125.6% | 0.02% | +100.0% |
AVGO | New | BROADCOM INC | $16,000 | – | 24 | +100.0% | 0.02% | – |
COUP | Buy | COUPA SOFTWARE INC | $16,000 | – | 104 | +5100.0% | 0.02% | – |
PLCE | New | CHILDRENS PL INC NEW | $16,000 | – | 206 | +100.0% | 0.02% | – |
SIVB | New | SVB FINANCIAL GROUP | $16,000 | – | 23 | +100.0% | 0.02% | – |
PRFT | New | PERFICIENT INC | $16,000 | – | 126 | +100.0% | 0.02% | – |
BX | Buy | BLACKSTONE INC | $15,000 | +15.4% | 115 | +0.9% | 0.02% | +11.8% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $15,000 | -16.7% | 120 | 0.0% | 0.02% | -17.4% | |
UA | Buy | UNDER ARMOUR INCcl c | $15,000 | +66.7% | 849 | +70.8% | 0.02% | +58.3% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $15,000 | -44.4% | 62 | -49.6% | 0.02% | -45.7% |
AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $15,000 | – | 1,482 | +100.0% | 0.02% | – |
PUBM | New | PUBMATIC INC | $15,000 | – | 450 | +100.0% | 0.02% | – |
NG | NOVAGOLD RES INC | $14,000 | 0.0% | 2,000 | 0.0% | 0.02% | 0.0% | |
AOR | ISHARES TRgrwt allocat etf | $14,000 | 0.0% | 248 | 0.0% | 0.02% | 0.0% | |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $14,000 | +7.7% | 544 | 0.0% | 0.02% | +5.9% | |
DUK | Buy | DUKE ENERGY CORP NEW | $14,000 | +7.7% | 130 | +1.6% | 0.02% | +5.9% |
ISCV | Buy | ISHARES TRmrning sm cp etf | $13,000 | +8.3% | 215 | +0.5% | 0.02% | +6.2% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | +30.0% | 178 | +8.5% | 0.02% | +30.8% |
XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $13,000 | +8.3% | 224 | +0.4% | 0.02% | +6.2% |
BIV | VANGUARD BD INDEX FDSintermed term | $13,000 | -7.1% | 153 | 0.0% | 0.02% | -5.6% | |
New | GLOBAL X FDSgbl x blockchain | $13,000 | – | 579 | +100.0% | 0.02% | – | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $13,000 | 0.0% | 1,675 | 0.0% | 0.02% | 0.0% | |
SMLF | Buy | ISHARES TRmsci usa sml cp | $12,000 | +9.1% | 204 | +1.0% | 0.02% | +7.1% |
BBY | Sell | BEST BUY INC | $12,000 | -42.9% | 117 | -41.2% | 0.02% | -44.4% |
IIM | INVESCO VALUE MUN INCOME TR | $12,000 | +9.1% | 695 | 0.0% | 0.02% | +7.1% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $12,000 | +50.0% | 4 | +33.3% | 0.02% | +50.0% |
SONY | SONY GROUP CORPORATIONsponsored adr | $12,000 | +9.1% | 97 | 0.0% | 0.02% | +7.1% | |
PCOR | PROCORE TECHNOLOGIES INC | $12,000 | -7.7% | 149 | 0.0% | 0.02% | -11.8% | |
TIP | ISHARES TRtips bd etf | $11,000 | +10.0% | 82 | 0.0% | 0.01% | +7.7% | |
HQY | Buy | HEALTHEQUITY INC | $11,000 | +175.0% | 245 | +276.9% | 0.01% | +180.0% |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $11,000 | +10.0% | 131 | 0.0% | 0.01% | +7.7% | |
CVS | Buy | CVS HEALTH CORP | $11,000 | +22.2% | 106 | +1.0% | 0.01% | +16.7% |
IEMG | ISHARES INCcore msci emkt | $11,000 | 0.0% | 176 | 0.0% | 0.01% | 0.0% | |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,000 | -15.4% | 133 | -18.4% | 0.01% | -17.6% |
NWBI | New | NORTHWEST BANCSHARES INC MD | $10,000 | – | 703 | +100.0% | 0.01% | – |
ICF | ISHARES TRcohen steer reit | $10,000 | +11.1% | 135 | 0.0% | 0.01% | +8.3% | |
CL | COLGATE PALMOLIVE CO | $10,000 | +11.1% | 116 | 0.0% | 0.01% | +8.3% | |
BCE | New | BCE INC | $10,000 | – | 185 | +100.0% | 0.01% | – |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $10,000 | -41.2% | 128 | -44.6% | 0.01% | -40.9% |
AMLP | Buy | ALPS ETF TRalerian mlp | $9,000 | 0.0% | 273 | +2.2% | 0.01% | -8.3% |
COP | CONOCOPHILLIPS | $9,000 | +12.5% | 124 | 0.0% | 0.01% | +10.0% | |
LIT | New | GLOBAL X FDSlithium btry etf | $9,000 | – | 112 | +100.0% | 0.01% | – |
IEUS | Buy | ISHARES TRdevsmcp exna etf | $9,000 | +12.5% | 124 | +1.6% | 0.01% | +10.0% |
AOM | ISHARES TRmodert alloc etf | $9,000 | 0.0% | 190 | 0.0% | 0.01% | -8.3% | |
AY | ATLANTICA SUSTAINABLE INFR P | $9,000 | +12.5% | 246 | 0.0% | 0.01% | +10.0% | |
ARKK | Sell | ARK ETF TRinnovation etf | $8,000 | -20.0% | 87 | -8.4% | 0.01% | -23.1% |
AOK | ISHARES TRconser alloc etf | $8,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
SOCL | GLOBAL X FDSsocial med etf | $8,000 | -11.1% | 148 | 0.0% | 0.01% | -16.7% | |
GNOM | GLOBAL X FDSgenomic biotech | $7,000 | -12.5% | 375 | 0.0% | 0.01% | -10.0% | |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000 | 0.0% | 243 | +2.1% | 0.01% | 0.0% |
KKR | KKR & CO INC | $7,000 | +40.0% | 88 | 0.0% | 0.01% | +50.0% | |
PPL | PPL CORP | $7,000 | +16.7% | 226 | 0.0% | 0.01% | +12.5% | |
ETN | New | EATON CORP PLC | $7,000 | – | 38 | +100.0% | 0.01% | – |
ITA | ISHARES TRus aer def etf | $7,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% | |
AGI | ALAMOS GOLD INC NEW | $7,000 | 0.0% | 935 | 0.0% | 0.01% | 0.0% | |
SAND | SANDSTORM GOLD LTD | $6,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
BBW | BUILD-A-BEAR WORKSHOP INC | $6,000 | +20.0% | 287 | 0.0% | 0.01% | +33.3% | |
GURU | GLOBAL X FDSglb x guru index | $6,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
CAT | CATERPILLAR INC | $6,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT CORP | $6,000 | +20.0% | 98 | 0.0% | 0.01% | +33.3% | |
ADM | ARCHER DANIELS MIDLAND CO | $6,000 | +20.0% | 89 | 0.0% | 0.01% | +33.3% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $6,000 | +20.0% | 89 | 0.0% | 0.01% | +33.3% | |
COIN | COINBASE GLOBAL INC | $6,000 | +20.0% | 22 | 0.0% | 0.01% | +33.3% | |
GS | GOLDMAN SACHS GROUP INC | $6,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% | |
ARKG | ARK ETF TRgenomic rev etf | $6,000 | -14.3% | 96 | 0.0% | 0.01% | -11.1% | |
XLF | SELECT SECTOR SPDR TRfinancial | $6,000 | 0.0% | 151 | 0.0% | 0.01% | 0.0% | |
SGDJ | SPROTT ETF TRUSTjr gold miners e | $5,000 | +25.0% | 114 | 0.0% | 0.01% | +20.0% | |
OR | OSISKO GOLD ROYALTIES LTD | $5,000 | +25.0% | 400 | 0.0% | 0.01% | +20.0% | |
SNAP | Sell | SNAP INCcl a | $5,000 | -66.7% | 100 | -51.7% | 0.01% | -68.4% |
HERO | Buy | GLOBAL X FDSvdeo gam esprt | $5,000 | +150.0% | 172 | +142.3% | 0.01% | +100.0% |
LMT | LOCKHEED MARTIN CORP | $5,000 | 0.0% | 14 | 0.0% | 0.01% | 0.0% | |
UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.01% | 0.0% | |
MA | New | MASTERCARD INCORPORATEDcl a | $5,000 | – | 15 | +100.0% | 0.01% | – |
REGL | PROSHARES TRs&p mdcp 400 div | $5,000 | +25.0% | 64 | 0.0% | 0.01% | +20.0% | |
LULU | Sell | LULULEMON ATHLETICA INC | $5,000 | -61.5% | 12 | -63.6% | 0.01% | -64.7% |
TDOC | Sell | TELADOC HEALTH INC | $5,000 | -28.6% | 50 | -7.4% | 0.01% | -33.3% |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $5,000 | -37.5% | 29 | 0.0% | 0.01% | -40.0% | |
CGC | CANOPY GROWTH CORP | $4,000 | -42.9% | 485 | 0.0% | 0.01% | -44.4% | |
HEDJ | WISDOMTREE TReurope hedged eq | $4,000 | +33.3% | 46 | 0.0% | 0.01% | +25.0% | |
PSN | PARSONS CORP DEL | $4,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% | |
CRM | Sell | SALESFORCE COM INC | $4,000 | -71.4% | 17 | -66.7% | 0.01% | -72.2% |
KMB | Buy | KIMBERLY-CLARK CORP | $4,000 | +33.3% | 27 | +3.8% | 0.01% | +25.0% |
HYG | New | ISHARES TRiboxx hi yd etf | $4,000 | – | 46 | +100.0% | 0.01% | – |
IWN | ISHARES TRrus 2000 val etf | $4,000 | 0.0% | 23 | 0.0% | 0.01% | 0.0% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $4,000 | +33.3% | 400 | 0.0% | 0.01% | +25.0% | |
F | FORD MTR CO DEL | $4,000 | +100.0% | 172 | 0.0% | 0.01% | +66.7% | |
RTX | RAYTHEON TECHNOLOGIES CORP | $4,000 | 0.0% | 47 | 0.0% | 0.01% | 0.0% | |
GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $4,000 | 0.0% | 103 | -2.8% | 0.01% | 0.0% |
FB | Sell | META PLATFORMS INCcl a | $4,000 | -66.7% | 11 | -69.4% | 0.01% | -68.8% |
JETS | Sell | ETF SER SOLUTIONSus glb jets | $4,000 | 0.0% | 176 | -7.4% | 0.01% | 0.0% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $3,000 | +50.0% | 124 | +0.8% | 0.00% | +33.3% |
SHYG | New | ISHARES TR0-5yr hi yl cp | $3,000 | – | 72 | +100.0% | 0.00% | – |
YCBD | CBDMD INC | $3,000 | -50.0% | 3,051 | 0.0% | 0.00% | -50.0% | |
MVF | BLACKROCK MUNIVEST FD INC | $3,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% | |
KO | COCA COLA CO | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
GDX | Buy | VANECK ETF TRUSTgold miners etf | $3,000 | 0.0% | 95 | +2.2% | 0.00% | 0.0% |
VTRS | VIATRIS INC | $3,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% | |
CAN | CANAAN INCsponsored ads | $3,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% | |
XAR | SPDR SER TRaerospace def | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 82 | +1.2% | 0.00% | 0.0% |
DGRO | New | ISHARES TRcore div grwth | $3,000 | – | 62 | +100.0% | 0.00% | – |
KTF | DWS MUN INCOME TR | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
JPM | JPMORGAN CHASE & CO | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 96 | +2.1% | 0.00% | 0.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,000 | 0.0% | 51 | +2.0% | 0.00% | 0.0% |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,000 | +100.0% | 264 | +62.0% | 0.00% | +200.0% |
LYB | LYONDELLBASELL INDUSTRIES N | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
New | PROSHARES TRbitcoin strate | $2,000 | – | 83 | +100.0% | 0.00% | – | |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
IAGG | ISHARES TRcore intl aggr | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
New | ALLBIRDS INC | $2,000 | – | 100 | +100.0% | 0.00% | – | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
VXRT | VAXART INC | $2,000 | -33.3% | 361 | 0.0% | 0.00% | -25.0% | |
TTD | THE TRADE DESK INC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | +200.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $2,000 | +100.0% | 28 | 0.0% | 0.00% | +200.0% | |
ASML | ASML HOLDING N V | $2,000 | +100.0% | 2 | 0.0% | 0.00% | +200.0% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $2,000 | +100.0% | 5 | 0.0% | 0.00% | +200.0% | |
TACO | DEL TACO RESTAURANTS INC NEW | $2,000 | +100.0% | 139 | 0.0% | 0.00% | +200.0% | |
MRNA | Sell | MODERNA INC | $2,000 | -83.3% | 7 | -77.4% | 0.00% | -81.2% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
VBIV | VBI VACCINES INC CDA | $2,000 | 0.0% | 736 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
ICLN | ISHARES TRgl clean ene etf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY INC | $2,000 | -33.3% | 260 | 0.0% | 0.00% | -25.0% | |
IP | INTERNATIONAL PAPER CO | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
KOMP | SPDR SER TRs&p kensho new | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
MRVL | MARVELL TECHNOLOGY INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
MASI | MASIMO CORP | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
SPMD | SPDR SER TRportfolio s&p400 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
New | KYNDRYL HLDGS INC | $1,000 | – | 64 | +100.0% | 0.00% | – | |
SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $1,000 | – | 11 | 0.0% | 0.00% | – | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
IQLT | New | ISHARES TRmsci intl qualty | $1,000 | – | 23 | +100.0% | 0.00% | – |
ACRX | ACELRX PHARMACEUTICALS INC | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
SHOP | SHOPIFY INCcl a | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
EMB | New | ISHARES TRjpmorgan usd emg | $1,000 | – | 9 | +100.0% | 0.00% | – |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
FVRR | FIVERR INTL LTD | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
LQD | New | ISHARES TRiboxx inv cp etf | $1,000 | – | 4 | +100.0% | 0.00% | – |
IYT | New | ISHARES TRus trsprtion | $1,000 | – | 5 | +100.0% | 0.00% | – |
ADBE | ADOBE SYSTEMS INCORPORATED | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
SBUX | STARBUCKS CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
IAG | New | IAMGOLD CORP | $1,000 | – | 250 | +100.0% | 0.00% | – |
TTC | TORO CO | $1,000 | – | 5 | 0.0% | 0.00% | – | |
TMQ | TRILOGY METALS INC NEW | $1,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% | |
OVV | OVINTIV INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
NNDM | NANO DIMENSION LTDsponsord ads new | $1,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
RH | Sell | RH | $1,000 | -88.9% | 1 | -92.9% | 0.00% | -91.7% |
OGN | ORGANON & CO | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
AQB | AQUABOUNTY TECHNOLOGIES INC | $1,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
ACB | AURORA CANNABIS INC | $1,000 | -50.0% | 229 | 0.0% | 0.00% | -66.7% | |
GEVO | GEVO INC | $1,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
VALE | VALE S Asponsored ads | $1,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
W | WAYFAIR INCcl a | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
NICE | NICE LTDsponsored adr | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | – | 15 | +66.7% | 0.00% | – |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | – | 11 | +57.1% | 0.00% | – |
DISCA | DISCOVERY INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
TZA | DIREXION SHS ETF TRdaily sm cp bear | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
DXCM | DEXCOM INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
New | CUE HEALTH INC | $1,000 | – | 60 | +100.0% | 0.00% | – | |
FICO | Exit | FAIR ISAAC CORP | $0 | – | -1 | -100.0% | 0.00% | – |
PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
PINS | PINTEREST INCcl a | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% | |
PG | PROCTER AND GAMBLE CO | $0 | – | 1 | 0.0% | 0.00% | – | |
NUEM | NUSHARES ETF TRnuveen esg emrgn | $0 | – | 9 | 0.0% | 0.00% | – | |
NUDM | NUSHARES ETF TRnuveen esg intl | $0 | – | 9 | 0.0% | 0.00% | – | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $0 | – | 7 | 0.0% | 0.00% | – | |
RRC | RANGE RES CORP | $0 | -100.0% | 25 | 0.0% | 0.00% | -100.0% | |
NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | +20.0% | 0.00% | – |
LMND | LEMONADE INC | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
SKLZ | SKILLZ INC | $0 | – | 10 | 0.0% | 0.00% | – | |
LUV | SOUTHWEST AIRLS CO | $0 | – | 6 | 0.0% | 0.00% | – | |
AGG | Sell | ISHARES TRcore us aggbd et | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
SQ | BLOCK INCcl a | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
HMC | HONDA MOTOR LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
HSBC | New | HSBC HLDGS PLCspon adr new | $0 | – | 2 | +100.0% | 0.00% | – |
PATH | New | UIPATH INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
GSS | GOLDEN STAR RES LTD CDA | $0 | – | 10 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $0 | – | 4 | 0.0% | 0.00% | – | |
VSGX | VANGUARD WORLD FDesg intl stk etf | $0 | – | 6 | 0.0% | 0.00% | – | |
EPR | EPR PPTYS | $0 | – | 5 | 0.0% | 0.00% | – | |
DRAGANFLY INC. | $0 | -100.0% | 184 | 0.0% | 0.00% | -100.0% | ||
WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
BAND | Sell | BANDWIDTH INC | $0 | -100.0% | 6 | -94.2% | 0.00% | -100.0% |
ZNGA | ZYNGA INCcl a | $0 | – | 40 | 0.0% | 0.00% | – | |
APPN | APPIAN CORPcl a | $0 | -100.0% | 6 | 0.0% | 0.00% | -100.0% | |
AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
NBR | NABORS INDUSTRIES LTD | $0 | – | 5 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD INC | $0 | – | 6 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
NVTA | Exit | INVITAE CORP | $0 | – | -10 | -100.0% | 0.00% | – |
PTON | PELOTON INTERACTIVE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
INVH | Exit | INVITATION HOMES INC | $0 | – | -10 | -100.0% | 0.00% | – |
VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -20 | -100.0% | 0.00% | – |
JD | Exit | JD.COM INCspon adr cl a | $0 | – | -12 | -100.0% | -0.00% | – |
LADR | Exit | LADDER CAP CORPcl a | $0 | – | -86 | -100.0% | -0.00% | – |
USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -25 | -100.0% | -0.00% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -195 | -100.0% | -0.01% | – |
AES | Exit | AES CORP | $0 | – | -210 | -100.0% | -0.01% | – |
SAIL | Exit | SAILPOINT TECHNOLOGIES HLDGS | $0 | – | -120 | -100.0% | -0.01% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -4 | -100.0% | -0.01% | – |
CONN | Exit | CONNS INC | $0 | – | -338 | -100.0% | -0.01% | – |
MNRO | Exit | MONRO INC | $0 | – | -141 | -100.0% | -0.01% | – |
TWTR | Exit | TWITTER INC | $0 | – | -140 | -100.0% | -0.01% | – |
SIX | Exit | SIX FLAGS ENTMT CORP NEW | $0 | – | -195 | -100.0% | -0.01% | – |
BRKS | Exit | BROOKS AUTOMATION INC NEW | $0 | – | -92 | -100.0% | -0.01% | – |
VECO | Exit | VEECO INSTRS INC DEL | $0 | – | -414 | -100.0% | -0.01% | – |
DENN | Exit | DENNYS CORP | $0 | – | -579 | -100.0% | -0.01% | – |
M | Exit | MACYS INC | $0 | – | -399 | -100.0% | -0.01% | – |
PLAY | Exit | DAVE & BUSTERS ENTMT INC | $0 | – | -236 | -100.0% | -0.01% | – |
CAMT | Exit | CAMTEK LTDord | $0 | – | -227 | -100.0% | -0.01% | – |
JACK | Exit | JACK IN THE BOX INC | $0 | – | -93 | -100.0% | -0.01% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -55 | -100.0% | -0.01% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -18 | -100.0% | -0.01% | – |
MHK | Exit | MOHAWK INDS INC | $0 | – | -51 | -100.0% | -0.01% | – |
WDAY | Exit | WORKDAY INCcl a | $0 | – | -35 | -100.0% | -0.01% | – |
FTV | Exit | FORTIVE CORP | $0 | – | -129 | -100.0% | -0.01% | – |
PVH | Exit | PVH CORPORATION | $0 | – | -87 | -100.0% | -0.01% | – |
TGT | Exit | TARGET CORP | $0 | – | -38 | -100.0% | -0.01% | – |
CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -183 | -100.0% | -0.01% | – |
CAKE | Exit | CHEESECAKE FACTORY INC | $0 | – | -184 | -100.0% | -0.01% | – |
ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -195 | -100.0% | -0.01% | – |
WING | Exit | WINGSTOP INC | $0 | – | -56 | -100.0% | -0.01% | – |
Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -102 | -100.0% | -0.01% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -96 | -100.0% | -0.01% | – |
PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -72 | -100.0% | -0.01% | – |
ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -232 | -100.0% | -0.01% | – |
BLMN | Exit | BLOOMIN BRANDS INC | $0 | – | -357 | -100.0% | -0.01% | – |
MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -18 | -100.0% | -0.01% | – |
SKX | Exit | SKECHERS U S A INCcl a | $0 | – | -210 | -100.0% | -0.01% | – |
NTNX | Exit | NUTANIX INCcl a | $0 | – | -250 | -100.0% | -0.01% | – |
AMAT | Exit | APPLIED MATLS INC | $0 | – | -71 | -100.0% | -0.01% | – |
HZO | Exit | MARINEMAX INC | $0 | – | -187 | -100.0% | -0.01% | – |
PRTA | Exit | PROTHENA CORP PLC | $0 | – | -131 | -100.0% | -0.01% | – |
GPS | Exit | GAP INC | $0 | – | -375 | -100.0% | -0.01% | – |
COUR | Exit | COURSERA INC | $0 | – | -290 | -100.0% | -0.01% | – |
CARG | Exit | CARGURUS INC | $0 | – | -321 | -100.0% | -0.01% | – |
TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -225 | -100.0% | -0.01% | – |
AAN | Exit | THE AARONS COMPANY INC | $0 | – | -352 | -100.0% | -0.01% | – |
SGMS | Exit | SCIENTIFIC GAMES CORP | $0 | – | -117 | -100.0% | -0.01% | – |
XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -101 | -100.0% | -0.01% | – |
GDYN | Exit | GRID DYNAMICS HLDGS INCcl a | $0 | – | -339 | -100.0% | -0.01% | – |
AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -49 | -100.0% | -0.01% | – |
CRUS | Exit | CIRRUS LOGIC INC | $0 | – | -117 | -100.0% | -0.01% | – |
HAYW | Exit | HAYWARD HLDGS INC | $0 | – | -439 | -100.0% | -0.01% | – |
CWENA | Exit | CLEARWAY ENERGY INCcl a | $0 | – | -338 | -100.0% | -0.01% | – |
PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -34 | -100.0% | -0.01% | – |
ENV | Exit | ENVESTNET INC | $0 | – | -126 | -100.0% | -0.01% | – |
ST | Exit | SENSATA TECHNOLOGIES HLDG PL | $0 | – | -174 | -100.0% | -0.01% | – |
LKQ | Exit | LKQ CORP | $0 | – | -191 | -100.0% | -0.01% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -287 | -100.0% | -0.01% | – |
CROX | Exit | CROCS INC | $0 | – | -73 | -100.0% | -0.01% | – |
XM | Exit | QUALTRICS INTL INC | $0 | – | -241 | -100.0% | -0.01% | – |
RLJ | Exit | RLJ LODGING TR | $0 | – | -752 | -100.0% | -0.01% | – |
DSGX | Exit | DESCARTES SYS GROUP INC | $0 | – | -155 | -100.0% | -0.02% | – |
CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -652 | -100.0% | -0.02% | – |
PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -302 | -100.0% | -0.03% | – |
FAN | Exit | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $0 | – | -1,200 | -100.0% | -0.03% | – |
SMLR | Exit | SEMLER SCIENTIFIC INC | $0 | – | -11,035 | -100.0% | -1.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR GOLD TRUST | 42 | Q3 2023 | 16.6% |
ISHARES TR | 42 | Q3 2023 | 20.9% |
DUKE ENERGY CORP NEW | 42 | Q3 2023 | 4.2% |
SELECT SECTOR SPDR TR | 42 | Q3 2023 | 5.6% |
APPLE INC | 42 | Q3 2023 | 1.9% |
ISHARES TR | 42 | Q3 2023 | 2.6% |
PFIZER INC | 42 | Q3 2023 | 0.2% |
INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 0.3% |
DISNEY WALT CO | 42 | Q3 2023 | 0.1% |
WAL-MART STORES INC | 42 | Q3 2023 | 0.2% |
View MACROVIEW INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-30 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-25 |
13F-HR | 2021-10-28 |
View MACROVIEW INVESTMENT 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.