$70 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 457 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 48.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ESGU | Buy | ISHARES TResg awr msci usa | $5,757,000 | -0.3% | 56,798 | +6.2% | 8.23% | +11.6% |
PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $3,942,000 | -6.7% | 256,449 | -12.8% | 5.63% | +4.5% |
IEFA | Sell | ISHARES TRcore msci eafe | $3,292,000 | -22.7% | 47,364 | -16.9% | 4.70% | -13.4% |
JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $3,018,000 | – | 60,110 | +100.0% | 4.31% | – |
JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $2,916,000 | -7.9% | 58,414 | -2.8% | 4.17% | +3.1% |
GLD | SPDR GOLD TR | $2,777,000 | +5.6% | 15,375 | 0.0% | 3.97% | +18.2% | |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,760,000 | -2.6% | 29,081 | +0.8% | 3.94% | +9.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,357,000 | -9.7% | 6,502 | -0.9% | 3.37% | +1.1% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,194,000 | -19.7% | 21,900 | -18.6% | 3.14% | -10.1% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,919,000 | -20.8% | 14,251 | -14.4% | 2.74% | -11.4% |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,887,000 | +8.8% | 4,160 | +14.3% | 2.70% | +21.8% |
SENT | Buy | ADVISORSHARES TRalpha dna equity | $1,814,000 | +3.6% | 75,778 | +19.5% | 2.59% | +16.0% |
INFL | New | LISTED FD TRhorizon kinetics | $1,809,000 | – | 54,296 | +100.0% | 2.58% | – |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,734,000 | -4.8% | 6,460 | +0.4% | 2.48% | +6.6% |
RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $1,458,000 | – | 21,642 | +100.0% | 2.08% | – |
EFA | Buy | ISHARES TRmsci eafe etf | $1,359,000 | +145.3% | 18,464 | +162.3% | 1.94% | +174.7% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,341,000 | -2.5% | 11,943 | -2.7% | 1.92% | +9.1% |
RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $1,234,000 | – | 19,378 | +100.0% | 1.76% | – |
EFG | Sell | ISHARES TReafe grwth etf | $1,153,000 | -23.3% | 11,981 | -12.1% | 1.65% | -14.1% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $1,143,000 | -2.1% | 17,687 | +1.4% | 1.63% | +9.7% |
AAPL | Buy | APPLE INC | $1,141,000 | +0.1% | 6,534 | +1.7% | 1.63% | +12.0% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $1,067,000 | -8.1% | 13,500 | -0.7% | 1.52% | +2.9% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $986,000 | -65.6% | 11,077 | -63.2% | 1.41% | -61.5% |
ACWI | Buy | ISHARES TRmsci acwi etf | $752,000 | -4.3% | 7,541 | +1.5% | 1.08% | +7.1% |
ORCL | Buy | ORACLE CORP | $739,000 | -4.9% | 8,937 | +0.4% | 1.06% | +6.5% |
ESGE | Buy | ISHARES INCesg awr msci em | $732,000 | +2.5% | 19,925 | +11.0% | 1.05% | +14.7% |
TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $717,000 | -60.1% | 16,019 | -57.8% | 1.02% | -55.4% |
IAU | Sell | GOLD TRishares new | $705,000 | -61.0% | 19,132 | -63.2% | 1.01% | -56.4% |
BOND | Buy | PIMCO ETF TRactive bd etf | $680,000 | -7.0% | 6,682 | +0.1% | 0.97% | +4.2% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $670,000 | -15.8% | 1,484 | -11.5% | 0.96% | -5.7% |
HYMB | New | SPDR SER TRnuveen bloomberg | $566,000 | – | 10,256 | +100.0% | 0.81% | – |
XBI | Buy | SPDR SER TRs&p biotech | $551,000 | +1.8% | 6,132 | +26.8% | 0.79% | +13.9% |
IJR | Buy | ISHARES TRcore s&p scp etf | $486,000 | -0.2% | 4,510 | +6.1% | 0.70% | +11.7% |
TSLA | Buy | TESLA INC | $475,000 | +3.5% | 441 | +1.6% | 0.68% | +15.9% |
MUB | Buy | ISHARES TRnational mun etf | $464,000 | +421.3% | 4,229 | +452.1% | 0.66% | +481.6% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $462,000 | +19.7% | 8,698 | +19.1% | 0.66% | +33.9% |
VLUE | Buy | ISHARES TRmsci usa value | $443,000 | -2.9% | 4,235 | +1.8% | 0.63% | +8.8% |
UNP | UNION PAC CORP | $436,000 | +8.5% | 1,597 | 0.0% | 0.62% | +21.4% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $412,000 | -4.4% | 14,192 | +18.3% | 0.59% | +7.1% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $395,000 | -2.2% | 11,884 | +15.2% | 0.56% | +9.5% |
PFF | Sell | ISHARES TRpfd and incm sec | $382,000 | -79.9% | 10,494 | -78.2% | 0.55% | -77.4% |
CLOU | Buy | GLOBAL X FDS | $376,000 | +1.6% | 17,102 | +22.6% | 0.54% | +13.8% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $352,000 | +1000.0% | 9,588 | +1082.2% | 0.50% | +1126.8% |
IWM | ISHARES TRput | $349,000 | -7.7% | 1,700 | 0.0% | 0.50% | +3.3% | |
CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $318,000 | -8.1% | 16,069 | +20.4% | 0.45% | +2.7% |
SPLG | SPDR SER TRportfolio s&p500 | $291,000 | -4.9% | 5,485 | 0.0% | 0.42% | +6.4% | |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $273,000 | -2.8% | 7,070 | +4.4% | 0.39% | +8.6% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $238,000 | +22.7% | 675 | +3.8% | 0.34% | +37.1% |
REET | New | ISHARES TRglobal reit etf | $222,000 | – | 7,599 | +100.0% | 0.32% | – |
COKE | COCA COLA CONS INC | $215,000 | -19.8% | 433 | 0.0% | 0.31% | -10.2% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $197,000 | +5.9% | 1,821 | +13.7% | 0.28% | +19.0% |
NVR | NVR INC | $192,000 | -24.4% | 43 | 0.0% | 0.27% | -15.4% | |
D | DOMINION ENERGY INC | $187,000 | +8.1% | 2,197 | 0.0% | 0.27% | +20.8% | |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $178,000 | -1.1% | 1,128 | +2.0% | 0.25% | +10.4% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $170,000 | -0.6% | 3,152 | +109.6% | 0.24% | +11.5% |
KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $160,000 | -89.1% | 2,514 | -88.4% | 0.23% | -87.8% |
IWR | Buy | ISHARES TRrus mid cap etf | $147,000 | 0.0% | 1,881 | +6.0% | 0.21% | +11.7% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $142,000 | -6.6% | 1,647 | +0.4% | 0.20% | +4.6% |
IWM | ISHARES TRrussell 2000 etf | $140,000 | -7.3% | 681 | 0.0% | 0.20% | +3.6% | |
XOM | Buy | EXXON MOBIL CORP | $137,000 | +50.5% | 1,661 | +11.8% | 0.20% | +69.0% |
AMZN | Buy | AMAZON COM INC | $137,000 | +3.0% | 42 | +5.0% | 0.20% | +15.3% |
CVX | Buy | CHEVRON CORP NEW | $135,000 | +68.8% | 830 | +22.2% | 0.19% | +89.2% |
ATI | ALLEGHENY TECHNOLOGIES INC | $125,000 | +68.9% | 4,660 | 0.0% | 0.18% | +90.4% | |
PFE | Buy | PFIZER INC | $122,000 | +0.8% | 2,364 | +14.9% | 0.17% | +12.3% |
HON | Buy | HONEYWELL INTL INC | $106,000 | -4.5% | 547 | +2.6% | 0.15% | +6.3% |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $105,000 | -5.4% | 646 | 0.0% | 0.15% | +5.6% | |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $99,000 | +20.7% | 1,497 | +32.6% | 0.14% | +34.3% |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $99,000 | -1.0% | 2,600 | 0.0% | 0.14% | +10.2% | |
IWF | ISHARES TRrus 1000 grw etf | $92,000 | -8.9% | 332 | 0.0% | 0.13% | +1.6% | |
CSCO | Buy | CISCO SYS INC | $89,000 | -11.9% | 1,591 | +0.1% | 0.13% | -1.6% |
YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $89,000 | -3.3% | 4,350 | 0.0% | 0.13% | +8.5% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $83,000 | -8.8% | 1,327 | 0.0% | 0.12% | +2.6% | |
PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $83,000 | -39.9% | 2,364 | -40.8% | 0.12% | -32.4% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $82,000 | -9.9% | 515 | -1.9% | 0.12% | +0.9% |
UPS | UNITED PARCEL SERVICE INCcl b | $82,000 | 0.0% | 384 | 0.0% | 0.12% | +11.4% | |
TFC | TRUIST FINL CORP | $79,000 | -2.5% | 1,391 | 0.0% | 0.11% | +9.7% | |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $78,000 | -38.1% | 2,764 | -37.1% | 0.11% | -31.1% |
IWD | Buy | ISHARES TRrus 1000 val etf | $78,000 | -1.3% | 471 | +0.2% | 0.11% | +9.9% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $76,000 | +16.9% | 691 | +16.9% | 0.11% | +31.3% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $74,000 | +5.7% | 963 | +16.4% | 0.11% | +19.1% |
BA | Buy | BOEING CO | $74,000 | +21.3% | 385 | +27.5% | 0.11% | +35.9% |
BTEC | New | PRINCIPAL EXCHANGE-TRADED FDprin hlthcre inv | $74,000 | – | 1,867 | +100.0% | 0.11% | – |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $72,000 | +5.9% | 572 | +17.2% | 0.10% | +18.4% |
JNJ | JOHNSON & JOHNSON | $70,000 | +2.9% | 397 | 0.0% | 0.10% | +14.9% | |
IJS | Buy | ISHARES TRsp smcp600vl etf | $66,000 | +17.9% | 644 | +19.3% | 0.09% | +30.6% |
ABBV | Buy | ABBVIE INC | $63,000 | +21.2% | 386 | +0.8% | 0.09% | +36.4% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $61,000 | -46.5% | 1,347 | -42.2% | 0.09% | -40.4% |
ARKK | Buy | ARK ETF TRinnovation etf | $60,000 | +650.0% | 901 | +935.6% | 0.09% | +760.0% |
PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $57,000 | +58.3% | 3,243 | +27.5% | 0.08% | +76.1% |
ABNB | Buy | AIRBNB INC | $56,000 | +47.4% | 324 | +41.5% | 0.08% | +63.3% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $55,000 | -9.8% | 298 | 0.0% | 0.08% | +1.3% | |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $53,000 | -3.6% | 699 | +1.7% | 0.08% | +8.6% |
IHI | ISHARES TRu.s. med dvc etf | $51,000 | -7.3% | 837 | 0.0% | 0.07% | +4.3% | |
MMM | 3M CO | $50,000 | -15.3% | 333 | 0.0% | 0.07% | -5.3% | |
NVDA | Sell | NVIDIA CORPORATION | $49,000 | -9.3% | 178 | -3.3% | 0.07% | +1.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $49,000 | +19.5% | 675 | +3.8% | 0.07% | +34.6% |
MLN | VANECK ETF TRUSTlong muni etf | $48,000 | -9.4% | 2,459 | 0.0% | 0.07% | +1.5% | |
ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $46,000 | -47.1% | 966 | -43.3% | 0.07% | -40.5% |
MILN | Sell | GLOBAL X FDSmillennial consu | $46,000 | -43.2% | 1,249 | -34.2% | 0.07% | -35.9% |
EFV | Sell | ISHARES TReafe value etf | $45,000 | -65.6% | 891 | -65.8% | 0.06% | -61.7% |
SGDM | SPROTT ETF TRUSTgold miners etf | $44,000 | +22.2% | 1,324 | 0.0% | 0.06% | +37.0% | |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $44,000 | +2.3% | 338 | +4.6% | 0.06% | +14.5% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $43,000 | -2.3% | 313 | 0.0% | 0.06% | +8.9% | |
MGC | VANGUARD WORLD FDmega cap index | $42,000 | -4.5% | 261 | 0.0% | 0.06% | +7.1% | |
SGOL | ABRDN GOLD ETF TRUST | $42,000 | +5.0% | 2,250 | 0.0% | 0.06% | +17.6% | |
ABT | Buy | ABBOTT LABS | $41,000 | -14.6% | 346 | +0.6% | 0.06% | -3.3% |
MRK | Buy | MERCK & CO INC | $40,000 | +8.1% | 491 | +0.6% | 0.06% | +21.3% |
LGLV | Sell | SPDR SER TRssga us lrg etf | $40,000 | -23.1% | 277 | -19.7% | 0.06% | -13.6% |
WMT | Buy | WALMART INC | $38,000 | +2.7% | 255 | +0.4% | 0.05% | +14.9% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $37,000 | -5.1% | 667 | +0.3% | 0.05% | +6.0% |
SUSA | ISHARES TRmsci usa esg slc | $37,000 | -9.8% | 382 | 0.0% | 0.05% | +1.9% | |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $36,000 | -7.7% | 719 | +0.3% | 0.05% | +2.0% |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $33,000 | -13.2% | 805 | 0.0% | 0.05% | -4.1% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $32,000 | +3.2% | 214 | +0.9% | 0.05% | +15.0% |
LOW | Buy | LOWES COS INC | $32,000 | +18.5% | 158 | +49.1% | 0.05% | +35.3% |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $31,000 | -6.1% | 903 | 0.0% | 0.04% | +4.8% | |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $30,000 | +30.4% | 820 | 0.0% | 0.04% | +48.3% | |
AOR | Buy | ISHARES TRgrwt allocat etf | $30,000 | +114.3% | 562 | +126.6% | 0.04% | +138.9% |
HD | Sell | HOME DEPOT INC | $29,000 | -37.0% | 95 | -13.6% | 0.04% | -30.5% |
IVE | ISHARES TRs&p 500 val etf | $28,000 | 0.0% | 182 | 0.0% | 0.04% | +11.1% | |
DEM | New | WISDOMTREE TRemer mkt high fd | $28,000 | – | 629 | +100.0% | 0.04% | – |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $27,000 | -3.6% | 290 | +3.9% | 0.04% | +8.3% |
FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $26,000 | – | 731 | +100.0% | 0.04% | – |
OUNZ | Buy | VANECK MERK GOLD TRgold trust | $26,000 | +44.4% | 1,400 | +40.0% | 0.04% | +60.9% |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $26,000 | -38.1% | 242 | -34.4% | 0.04% | -31.5% |
AOA | Buy | ISHARES TRaggres alloc etf | $26,000 | +62.5% | 375 | +70.5% | 0.04% | +85.0% |
ADSK | AUTODESK INC | $26,000 | -23.5% | 122 | 0.0% | 0.04% | -14.0% | |
XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $26,000 | +100.0% | 464 | +107.1% | 0.04% | +117.6% |
CVS | Buy | CVS HEALTH CORP | $25,000 | +127.3% | 242 | +128.3% | 0.04% | +157.1% |
DIS | DISNEY WALT CO | $23,000 | -11.5% | 165 | 0.0% | 0.03% | 0.0% | |
QCOM | Sell | QUALCOMM INC | $23,000 | -20.7% | 148 | -6.9% | 0.03% | -10.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $22,000 | +29.4% | 8 | +33.3% | 0.03% | +40.9% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $22,000 | +4.8% | 96 | -6.8% | 0.03% | +14.8% |
PXE | New | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $22,000 | – | 800 | +100.0% | 0.03% | – |
KB | KB FINL GROUP INCsponsored adr | $21,000 | +5.0% | 440 | 0.0% | 0.03% | +15.4% | |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $20,000 | +53.8% | 2,275 | +35.8% | 0.03% | +70.6% |
GENERAL ELECTRIC CO | $20,000 | -4.8% | 220 | 0.0% | 0.03% | +7.4% | ||
FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $20,000 | – | 800 | +100.0% | 0.03% | – |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $19,000 | -99.4% | 388 | -99.4% | 0.03% | -99.4% |
Buy | PROSHARES TRbitcoin strate | $19,000 | +850.0% | 670 | +707.2% | 0.03% | +800.0% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,000 | +800.0% | 387 | +1148.4% | 0.03% | +766.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $17,000 | -5.6% | 224 | +6.2% | 0.02% | +4.3% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $17,000 | -10.5% | 158 | +17.9% | 0.02% | 0.0% |
FINX | Sell | GLOBAL X FDSfintech etf | $17,000 | -32.0% | 534 | -15.2% | 0.02% | -25.0% |
HQY | HEALTHEQUITY INC | $17,000 | +54.5% | 245 | 0.0% | 0.02% | +71.4% | |
MSFT | Sell | MICROSOFT CORP | $17,000 | -72.6% | 55 | -70.1% | 0.02% | -69.6% |
NKE | NIKE INCcl b | $17,000 | -19.0% | 125 | 0.0% | 0.02% | -11.1% | |
FAST | Sell | FASTENAL CO | $16,000 | -15.8% | 267 | -10.1% | 0.02% | -4.2% |
ACI | Sell | ALBERTSONS COS INC | $16,000 | -11.1% | 482 | -18.6% | 0.02% | 0.0% |
EVRI | Sell | EVERI HLDGS INC | $16,000 | -23.8% | 782 | -19.1% | 0.02% | -14.8% |
LUCID GROUP INC | $16,000 | -36.0% | 645 | 0.0% | 0.02% | -28.1% | ||
TSCO | Sell | TRACTOR SUPPLY CO | $15,000 | -21.1% | 64 | -20.0% | 0.02% | -12.5% |
CHCO | New | CITY HLDG CO | $15,000 | – | 185 | +100.0% | 0.02% | – |
Sell | WOLFSPEED INC | $15,000 | -6.2% | 136 | -4.2% | 0.02% | +5.0% | |
RES | New | RPC INC | $15,000 | – | 1,451 | +100.0% | 0.02% | – |
WCLD | New | WISDOMTREE TR | $15,000 | – | 366 | +100.0% | 0.02% | – |
NMRK | New | NEWMARK GROUP INCcl a | $15,000 | – | 952 | +100.0% | 0.02% | – |
AOM | Buy | ISHARES TRmodert alloc etf | $15,000 | +66.7% | 358 | +88.4% | 0.02% | +90.9% |
ACLS | Sell | AXCELIS TECHNOLOGIES INC | $15,000 | -28.6% | 196 | -30.2% | 0.02% | -22.2% |
GNK | New | GENCO SHIPPING & TRADING LTD | $15,000 | – | 637 | +100.0% | 0.02% | – |
WGO | New | WINNEBAGO INDS INC | $15,000 | – | 282 | +100.0% | 0.02% | – |
OXY | New | OCCIDENTAL PETE CORP | $15,000 | – | 266 | +100.0% | 0.02% | – |
GMS | New | GMS INC | $15,000 | – | 298 | +100.0% | 0.02% | – |
PI | New | IMPINJ INC | $15,000 | – | 231 | +100.0% | 0.02% | – |
MRVL | Buy | MARVELL TECHNOLOGY INC | $15,000 | +1400.0% | 205 | +2177.8% | 0.02% | +2000.0% |
AVGO | BROADCOM INC | $15,000 | -6.2% | 24 | 0.0% | 0.02% | +5.0% | |
BX | Buy | BLACKSTONE INC | $15,000 | 0.0% | 116 | +0.9% | 0.02% | +10.5% |
MRO | New | MARATHON OIL CORP | $15,000 | – | 601 | +100.0% | 0.02% | – |
UPST | New | UPSTART HLDGS INC | $15,000 | – | 137 | +100.0% | 0.02% | – |
HOLX | New | HOLOGIC INC | $15,000 | – | 195 | +100.0% | 0.02% | – |
EFSC | New | ENTERPRISE FINL SVCS CORP | $15,000 | – | 307 | +100.0% | 0.02% | – |
New | OLAPLEX HLDGS INC | $15,000 | – | 940 | +100.0% | 0.02% | – | |
SGH | New | SMART GLOBAL HLDGS INC | $15,000 | – | 576 | +100.0% | 0.02% | – |
EOG | New | EOG RES INC | $15,000 | – | 122 | +100.0% | 0.02% | – |
DUK | Buy | DUKE ENERGY CORP NEW | $15,000 | +7.1% | 131 | +0.8% | 0.02% | +16.7% |
NG | NOVAGOLD RES INC | $15,000 | +7.1% | 2,000 | 0.0% | 0.02% | +16.7% | |
LTHM | New | LIVENT CORP | $15,000 | – | 567 | +100.0% | 0.02% | – |
HUN | New | HUNTSMAN CORP | $15,000 | – | 393 | +100.0% | 0.02% | – |
ALLY | New | ALLY FINL INC | $15,000 | – | 339 | +100.0% | 0.02% | – |
MSOS | Buy | ADVISORSHARES TRpure us cannabis | $15,000 | -16.7% | 728 | +2.8% | 0.02% | -8.7% |
PTEN | New | PATTERSON-UTI ENERGY INC | $15,000 | – | 941 | +100.0% | 0.02% | – |
COST | Sell | COSTCO WHSL CORP NEW | $15,000 | -25.0% | 26 | -25.7% | 0.02% | -19.2% |
LCII | New | LCI INDS | $15,000 | – | 141 | +100.0% | 0.02% | – |
LSCC | Sell | LATTICE SEMICONDUCTOR CORP | $15,000 | -25.0% | 246 | -7.2% | 0.02% | -19.2% |
TOWN | New | TOWNEBANK PORTSMOUTH VA | $15,000 | – | 492 | +100.0% | 0.02% | – |
Sell | PERION NETWORK LTD | $15,000 | -11.8% | 647 | -9.5% | 0.02% | -4.5% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $15,000 | 0.0% | 120 | 0.0% | 0.02% | +10.5% | |
WSM | Sell | WILLIAMS SONOMA INC | $14,000 | -17.6% | 96 | -4.0% | 0.02% | -9.1% |
TXN | New | TEXAS INSTRS INC | $14,000 | – | 77 | +100.0% | 0.02% | – |
SMTC | Sell | SEMTECH CORP | $14,000 | -26.3% | 209 | -1.9% | 0.02% | -16.7% |
THO | New | THOR INDS INC | $14,000 | – | 179 | +100.0% | 0.02% | – |
New | GITLAB INC | $14,000 | – | 260 | +100.0% | 0.02% | – | |
ULTA | Sell | ULTA BEAUTY INC | $14,000 | -17.6% | 35 | -14.6% | 0.02% | -9.1% |
MTN | New | VAIL RESORTS INC | $14,000 | – | 54 | +100.0% | 0.02% | – |
ENVA | New | ENOVA INTL INC | $14,000 | – | 366 | +100.0% | 0.02% | – |
DOW | New | DOW INC | $14,000 | – | 224 | +100.0% | 0.02% | – |
DIOD | Sell | DIODES INC | $14,000 | -22.2% | 162 | -1.8% | 0.02% | -13.0% |
CCRN | Sell | CROSS CTRY HEALTHCARE INC | $14,000 | -26.3% | 653 | -7.0% | 0.02% | -16.7% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $14,000 | +40.0% | 129 | +0.8% | 0.02% | +53.8% |
VTI | VANGUARD INDEX FDStotal stk mkt | $14,000 | -6.7% | 62 | 0.0% | 0.02% | +5.3% | |
VNOM | New | VIPER ENERGY PARTNERS LP | $14,000 | – | 486 | +100.0% | 0.02% | – |
NET | New | CLOUDFLARE INC | $14,000 | – | 113 | +100.0% | 0.02% | – |
CDEV | New | CENTENNIAL RESOURCE DEV INCcl a | $14,000 | – | 1,717 | +100.0% | 0.02% | – |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $14,000 | 0.0% | 544 | 0.0% | 0.02% | +11.1% | |
WCC | New | WESCO INTL INC | $14,000 | – | 106 | +100.0% | 0.02% | – |
WEX | New | WEX INC | $14,000 | – | 77 | +100.0% | 0.02% | – |
BLDR | New | BUILDERS FIRSTSOURCE INC | $14,000 | – | 212 | +100.0% | 0.02% | – |
AOD | ABERDEEN TOTAL DYNAMIC DIVD | $14,000 | -6.7% | 1,482 | 0.0% | 0.02% | +5.3% | |
XNTK | Sell | SPDR SER TRnyse tech etf | $14,000 | -99.0% | 99 | -98.9% | 0.02% | -98.9% |
AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $14,000 | – | 165 | +100.0% | 0.02% | – |
ANET | Sell | ARISTA NETWORKS INC | $14,000 | -30.0% | 101 | -25.7% | 0.02% | -23.1% |
XNCR | New | XENCOR INC | $14,000 | – | 539 | +100.0% | 0.02% | – |
ADI | New | ANALOG DEVICES INC | $14,000 | – | 82 | +100.0% | 0.02% | – |
SM | New | SM ENERGY CO | $14,000 | – | 359 | +100.0% | 0.02% | – |
LOB | New | LIVE OAK BANCSHARES INC | $14,000 | – | 282 | +100.0% | 0.02% | – |
RVLV | New | REVOLVE GROUP INCcl a | $14,000 | – | 259 | +100.0% | 0.02% | – |
EGLE | New | EAGLE BULK SHIPPING INC | $14,000 | – | 211 | +100.0% | 0.02% | – |
MGY | New | MAGNOLIA OIL & GAS CORPcl a | $14,000 | – | 604 | +100.0% | 0.02% | – |
OXM | Sell | OXFORD INDS INC | $14,000 | -30.0% | 153 | -21.1% | 0.02% | -23.1% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $14,000 | -22.2% | 189 | -8.7% | 0.02% | -13.0% |
ESTC | New | ELASTIC N V | $14,000 | – | 162 | +100.0% | 0.02% | – |
ON | New | ON SEMICONDUCTOR CORP | $14,000 | – | 229 | +100.0% | 0.02% | – |
POWI | New | POWER INTEGRATIONS INC | $14,000 | – | 146 | +100.0% | 0.02% | – |
KEY | New | KEYCORP | $13,000 | – | 568 | +100.0% | 0.02% | – |
AOSL | Sell | ALPHA & OMEGA SEMICONDUCTOR | $13,000 | -35.0% | 233 | -28.1% | 0.02% | -26.9% |
LSTR | New | LANDSTAR SYS INC | $13,000 | – | 84 | +100.0% | 0.02% | – |
SKY | Buy | SKYLINE CHAMPION CORPORATION | $13,000 | -23.5% | 234 | +6.4% | 0.02% | -13.6% |
BIV | VANGUARD BD INDEX FDSintermed term | $13,000 | 0.0% | 153 | 0.0% | 0.02% | +11.8% | |
RNG | Buy | RINGCENTRAL INCcl a | $13,000 | -18.8% | 107 | +21.6% | 0.02% | -5.0% |
DAVA | New | ENDAVA PLCads | $13,000 | – | 97 | +100.0% | 0.02% | – |
FBNC | New | FIRST BANCORP N C | $13,000 | – | 306 | +100.0% | 0.02% | – |
NXPI | Sell | NXP SEMICONDUCTORS N V | $13,000 | -27.8% | 71 | -11.2% | 0.02% | -17.4% |
TGI | New | TRIUMPH GROUP INC NEW | $13,000 | – | 499 | +100.0% | 0.02% | – |
MXL | Sell | MAXLINEAR INC | $13,000 | -38.1% | 215 | -23.2% | 0.02% | -29.6% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | 0.0% | 179 | +0.6% | 0.02% | +11.8% |
CBOE | New | CBOE GLOBAL MKTS INC | $13,000 | – | 114 | +100.0% | 0.02% | – |
OC | New | OWENS CORNING NEW | $13,000 | – | 140 | +100.0% | 0.02% | – |
WFC | New | WELLS FARGO CO NEW | $13,000 | – | 261 | +100.0% | 0.02% | – |
ARCC | New | ARES CAPITAL CORP | $13,000 | – | 608 | +100.0% | 0.02% | – |
ISCV | Buy | ISHARES TRmrning sm cp etf | $13,000 | 0.0% | 216 | +0.5% | 0.02% | +11.8% |
SYNA | Sell | SYNAPTICS INC | $13,000 | -31.6% | 64 | -4.5% | 0.02% | -20.8% |
GIII | Sell | G III APPAREL GROUP LTD | $12,000 | -36.8% | 453 | -35.1% | 0.02% | -29.2% |
CTHR | CHARLES & COLVARD LTD | $12,000 | -45.5% | 7,592 | 0.0% | 0.02% | -39.3% | |
SWCH | New | SWITCH INCcl a | $12,000 | – | 398 | +100.0% | 0.02% | – |
AOK | Buy | ISHARES TRconser alloc etf | $12,000 | +50.0% | 331 | +57.6% | 0.02% | +70.0% |
ONTO | Sell | ONTO INNOVATION INC | $12,000 | -36.8% | 137 | -26.3% | 0.02% | -29.2% |
New | FRESHWORKS INC | $12,000 | – | 684 | +100.0% | 0.02% | – | |
PACW | New | PACWEST BANCORP DEL | $12,000 | – | 281 | +100.0% | 0.02% | – |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $12,000 | – | 241 | +100.0% | 0.02% | – |
RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $12,000 | – | 58 | +100.0% | 0.02% | – |
COP | CONOCOPHILLIPS | $12,000 | +33.3% | 124 | 0.0% | 0.02% | +54.5% | |
HUBG | New | HUB GROUP INCcl a | $12,000 | – | 160 | +100.0% | 0.02% | – |
SNDR | New | SCHNEIDER NATIONAL INCcl b | $12,000 | – | 478 | +100.0% | 0.02% | – |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,000 | +9.1% | 131 | 0.0% | 0.02% | +21.4% | |
DKS | Sell | DICKS SPORTING GOODS INC | $12,000 | -33.3% | 121 | -23.4% | 0.02% | -26.1% |
ZION | New | ZIONS BANCORPORATION N A | $12,000 | – | 187 | +100.0% | 0.02% | – |
AMLP | Buy | ALPS ETF TRalerian mlp | $11,000 | +22.2% | 278 | +1.8% | 0.02% | +45.5% |
UCO | New | PROSHARES TR IIulta blmbg 2017 | $11,000 | – | 69 | +100.0% | 0.02% | – |
Buy | GLOBAL X FDSgbl x blockchain | $11,000 | -15.4% | 604 | +4.3% | 0.02% | -5.9% | |
BBY | BEST BUY INC | $11,000 | -8.3% | 117 | 0.0% | 0.02% | +6.7% | |
SBNY | New | SIGNATURE BK NEW YORK N Y | $11,000 | – | 37 | +100.0% | 0.02% | – |
SMLF | ISHARES TRmsci usa sml cp | $11,000 | -8.3% | 204 | 0.0% | 0.02% | +6.7% | |
GWW | Sell | GRAINGER W W INC | $10,000 | -41.2% | 19 | -42.4% | 0.01% | -36.4% |
BCE | BCE INC | $10,000 | 0.0% | 185 | 0.0% | 0.01% | +7.7% | |
CZR | New | CAESARS ENTERTAINMENT INC NE | $10,000 | – | 128 | +100.0% | 0.01% | – |
DOCU | New | DOCUSIGN INC | $10,000 | – | 91 | +100.0% | 0.01% | – |
IIM | INVESCO VALUE MUN INCOME TR | $10,000 | -16.7% | 695 | 0.0% | 0.01% | -6.7% | |
ICF | ISHARES TRcohen steer reit | $10,000 | 0.0% | 135 | 0.0% | 0.01% | +7.7% | |
IEMG | ISHARES INCcore msci emkt | $10,000 | -9.1% | 176 | 0.0% | 0.01% | 0.0% | |
MGM | New | MGM RESORTS INTERNATIONAL | $10,000 | – | 230 | +100.0% | 0.01% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $10,000 | – | 15 | +100.0% | 0.01% | – |
SONY | SONY GROUP CORPORATIONsponsored adr | $10,000 | -16.7% | 97 | 0.0% | 0.01% | -6.7% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,000 | -9.1% | 133 | 0.0% | 0.01% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $9,000 | 0.0% | 112 | 0.0% | 0.01% | +18.2% | |
EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $9,000 | – | 262 | +100.0% | 0.01% | – |
CL | Buy | COLGATE PALMOLIVE CO | $9,000 | -10.0% | 117 | +0.9% | 0.01% | 0.0% |
AY | ATLANTICA SUSTAINABLE INFR P | $9,000 | 0.0% | 246 | 0.0% | 0.01% | +18.2% | |
PCOR | PROCORE TECHNOLOGIES INC | $9,000 | -25.0% | 149 | 0.0% | 0.01% | -13.3% | |
CRM | Buy | SALESFORCE COM INC | $9,000 | +125.0% | 42 | +147.1% | 0.01% | +160.0% |
MPWR | New | MONOLITHIC PWR SYS INC | $9,000 | – | 18 | +100.0% | 0.01% | – |
NWBI | NORTHWEST BANCSHARES INC MD | $9,000 | -10.0% | 703 | 0.0% | 0.01% | 0.0% | |
XAR | Buy | SPDR SER TRaerospace def | $9,000 | +200.0% | 73 | +217.4% | 0.01% | +225.0% |
SAIA | New | SAIA INC | $9,000 | – | 37 | +100.0% | 0.01% | – |
GOOG | Sell | ALPHABET INCcap stk cl c | $8,000 | -33.3% | 3 | -25.0% | 0.01% | -26.7% |
F | Buy | FORD MTR CO DEL | $8,000 | +100.0% | 453 | +163.4% | 0.01% | +120.0% |
IEUS | ISHARES TRdevsmcp exna etf | $8,000 | -11.1% | 124 | 0.0% | 0.01% | 0.0% | |
SAND | SANDSTORM GOLD LTD | $8,000 | +33.3% | 1,000 | 0.0% | 0.01% | +37.5% | |
ADM | ARCHER DANIELS MIDLAND CO | $8,000 | +33.3% | 89 | 0.0% | 0.01% | +37.5% | |
NEM | NEWMONT CORP | $8,000 | +33.3% | 98 | 0.0% | 0.01% | +37.5% | |
AGI | ALAMOS GOLD INC NEW | $8,000 | +14.3% | 935 | 0.0% | 0.01% | +22.2% | |
GNOM | Buy | GLOBAL X FDSgenomic biotech | $8,000 | +14.3% | 537 | +43.2% | 0.01% | +22.2% |
HERO | Buy | GLOBAL X FDSvdeo gam esprt | $7,000 | +40.0% | 294 | +70.9% | 0.01% | +66.7% |
CAT | CATERPILLAR INC | $7,000 | +16.7% | 30 | 0.0% | 0.01% | +25.0% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $7,000 | +16.7% | 89 | 0.0% | 0.01% | +25.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $7,000 | 0.0% | 243 | 0.0% | 0.01% | +11.1% | |
ITA | ISHARES TRus aer def etf | $7,000 | 0.0% | 64 | 0.0% | 0.01% | +11.1% | |
V | Sell | VISA INC | $6,000 | -87.8% | 25 | -88.9% | 0.01% | -85.7% |
PPL | PPL CORP | $6,000 | -14.3% | 226 | 0.0% | 0.01% | 0.0% | |
SNOW | Sell | SNOWFLAKE INCcl a | $6,000 | -64.7% | 25 | -49.0% | 0.01% | -59.1% |
XLF | SELECT SECTOR SPDR TRfinancial | $6,000 | 0.0% | 151 | 0.0% | 0.01% | +12.5% | |
LMT | LOCKHEED MARTIN CORP | $6,000 | +20.0% | 14 | 0.0% | 0.01% | +50.0% | |
MA | MASTERCARD INCORPORATEDcl a | $5,000 | 0.0% | 15 | 0.0% | 0.01% | +16.7% | |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $5,000 | 0.0% | 65 | +1.6% | 0.01% | +16.7% |
UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.01% | +16.7% | |
GS | GOLDMAN SACHS GROUP INC | $5,000 | -16.7% | 15 | 0.0% | 0.01% | -12.5% | |
PSN | PARSONS CORP DEL | $5,000 | +25.0% | 125 | 0.0% | 0.01% | +40.0% | |
GDXJ | VANECK ETF TRUSTjunior gold mine | $5,000 | +25.0% | 103 | 0.0% | 0.01% | +40.0% | |
RTX | RAYTHEON TECHNOLOGIES CORP | $5,000 | +25.0% | 47 | 0.0% | 0.01% | +40.0% | |
KKR | KKR & CO INC | $5,000 | -28.6% | 88 | 0.0% | 0.01% | -22.2% | |
IYT | Buy | ISHARES TRus trsprtion | $5,000 | +400.0% | 20 | +300.0% | 0.01% | +600.0% |
IAGG | Buy | ISHARES TRcore intl aggr | $5,000 | +150.0% | 95 | +163.9% | 0.01% | +133.3% |
BBW | BUILD-A-BEAR WORKSHOP INC | $5,000 | -16.7% | 287 | 0.0% | 0.01% | -12.5% | |
GM | New | GENERAL MTRS CO | $5,000 | – | 111 | +100.0% | 0.01% | – |
PTON | Buy | PELOTON INTERACTIVE INC | $5,000 | – | 205 | +5025.0% | 0.01% | – |
GURU | GLOBAL X FDSglb x guru index | $5,000 | -16.7% | 122 | 0.0% | 0.01% | -12.5% | |
SGDJ | SPROTT ETF TRUSTjr gold miners e | $5,000 | 0.0% | 114 | 0.0% | 0.01% | +16.7% | |
TDOC | TELADOC HEALTH INC | $4,000 | -20.0% | 50 | 0.0% | 0.01% | 0.0% | |
CGC | CANOPY GROWTH CORP | $4,000 | 0.0% | 485 | 0.0% | 0.01% | +20.0% | |
GDX | VANECK ETF TRUSTgold miners etf | $4,000 | +33.3% | 95 | 0.0% | 0.01% | +50.0% | |
SNAP | SNAP INCcl a | $4,000 | -20.0% | 100 | 0.0% | 0.01% | 0.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $4,000 | 0.0% | 176 | 0.0% | 0.01% | +20.0% | |
COIN | COINBASE GLOBAL INC | $4,000 | -33.3% | 22 | 0.0% | 0.01% | -25.0% | |
AZO | New | AUTOZONE INC | $4,000 | – | 2 | +100.0% | 0.01% | – |
TZA | Buy | DIREXION SHS ETF TRdaily sm cp bear | $4,000 | +300.0% | 138 | +263.2% | 0.01% | +500.0% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $4,000 | -33.3% | 97 | +1.0% | 0.01% | -25.0% |
IWN | ISHARES TRrus 2000 val etf | $4,000 | 0.0% | 23 | 0.0% | 0.01% | +20.0% | |
HYG | ISHARES TRiboxx hi yd etf | $4,000 | 0.0% | 46 | 0.0% | 0.01% | +20.0% | |
LULU | LULULEMON ATHLETICA INC | $4,000 | -20.0% | 12 | 0.0% | 0.01% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N | $3,000 | +50.0% | 26 | 0.0% | 0.00% | +33.3% | |
KO | COCA COLA CO | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
VTRS | Buy | VIATRIS INC | $3,000 | 0.0% | 292 | +15.0% | 0.00% | 0.0% |
VZ | VERIZON COMMUNICATIONS INC | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
FTNT | Sell | FORTINET INC | $3,000 | -85.7% | 8 | -86.2% | 0.00% | -85.2% |
HEDJ | WISDOMTREE TReurope hedged eq | $3,000 | -25.0% | 46 | 0.0% | 0.00% | -20.0% | |
CAG | CONAGRA BRANDS INC | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
KTF | DWS MUN INCOME TR | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 98 | +2.1% | 0.00% | 0.0% |
KMB | KIMBERLY-CLARK CORP | $3,000 | -25.0% | 27 | 0.0% | 0.00% | -20.0% | |
DGRO | ISHARES TRcore div grwth | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | -40.0% | 29 | 0.0% | 0.00% | -33.3% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
MVF | BLACKROCK MUNIVEST FD INC | $3,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% | |
MPW | Buy | MEDICAL PPTYS TRUST INC | $3,000 | 0.0% | 126 | +1.6% | 0.00% | 0.0% |
PMM | PUTNAM MANAGED MUN INCOME TR | $3,000 | -25.0% | 400 | 0.0% | 0.00% | -20.0% | |
YCBD | CBDMD INC | $3,000 | 0.0% | 3,051 | 0.0% | 0.00% | 0.0% | |
CAN | CANAAN INCsponsored ads | $3,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% | |
KOMP | SPDR SER TRs&p kensho new | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
JPM | JPMORGAN CHASE & CO | $2,000 | -33.3% | 18 | 0.0% | 0.00% | -25.0% | |
TIP | Sell | ISHARES TRtips bd etf | $2,000 | -81.8% | 16 | -80.5% | 0.00% | -78.6% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
TUEM | New | TUESDAY MORNING CORP | $2,000 | – | 2,130 | +100.0% | 0.00% | – |
SOCL | Sell | GLOBAL X FDSsocial med etf | $2,000 | -75.0% | 48 | -67.6% | 0.00% | -70.0% |
VXRT | VAXART INC | $2,000 | 0.0% | 361 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY BRANDS INC | $2,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
VALE | VALE S Asponsored ads | $2,000 | +100.0% | 76 | 0.0% | 0.00% | +200.0% | |
ZS | Sell | ZSCALER INC | $2,000 | -89.5% | 7 | -88.1% | 0.00% | -87.5% |
HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
FB | META PLATFORMS INCcl a | $2,000 | -50.0% | 11 | 0.0% | 0.00% | -40.0% | |
MNDY | Sell | MONDAY COM LTD | $2,000 | -90.5% | 15 | -77.9% | 0.00% | -88.9% |
INTC | New | INTEL CORP | $2,000 | – | 44 | +100.0% | 0.00% | – |
RBLX | New | ROBLOX CORPcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
XLE | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
ICLN | ISHARES TRgl clean ene etf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,000 | 0.0% | 16 | +100.0% | 0.00% | 0.0% |
OGN | ORGANON & CO | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
OVV | OVINTIV INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | 0.0% | 21 | +40.0% | 0.00% | 0.0% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | 0.0% | 15 | +36.4% | 0.00% | 0.0% |
NBIX | NEUROCRINE BIOSCIENCES INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
NNDM | NANO DIMENSION LTDsponsord ads new | $1,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
MRNA | MODERNA INC | $1,000 | -50.0% | 7 | 0.0% | 0.00% | -66.7% | |
RRC | RANGE RES CORP | $1,000 | – | 25 | 0.0% | 0.00% | – | |
Buy | KYNDRYL HLDGS INC | $1,000 | 0.0% | 67 | +4.7% | 0.00% | 0.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
IUSB | New | ISHARES TRcore total usd | $1,000 | – | 11 | +100.0% | 0.00% | – |
IQLT | ISHARES TRmsci intl qualty | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,000 | – | 17 | +100.0% | 0.00% | – |
SPMD | SPDR SER TRportfolio s&p400 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
USMV | New | ISHARES TRmsci usa min vol | $1,000 | – | 9 | +100.0% | 0.00% | – |
TLH | New | ISHARES TR10-20 yr trs etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
SLB | Buy | SCHLUMBERGER LTD | $1,000 | 0.0% | 33 | +57.1% | 0.00% | 0.0% |
OGIG | New | OSI ETF TR | $1,000 | – | 24 | +100.0% | 0.00% | – |
EMB | ISHARES TRjpmorgan usd emg | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | 0.0% | 14 | +100.0% | 0.00% | 0.0% |
IYE | New | ISHARES TRu.s. energy etf | $1,000 | – | 24 | +100.0% | 0.00% | – |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
IXN | New | ISHARES TRglobal tech etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
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% | |
INTU | INTUIT | $1,000 | -50.0% | 3 | 0.0% | 0.00% | -66.7% | |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $1,000 | -50.0% | 164 | -37.9% | 0.00% | -66.7% |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
HUBS | Sell | HUBSPOT INC | $1,000 | -95.0% | 3 | -90.3% | 0.00% | -96.2% |
SBUX | STARBUCKS CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $1,000 | -50.0% | 20 | 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% | |
VBIV | VBI VACCINES INC CDA | $1,000 | -50.0% | 736 | 0.0% | 0.00% | -66.7% | |
DISCA | DISCOVERY INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
DXCM | DEXCOM INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
Buy | CUE HEALTH INC | $1,000 | 0.0% | 185 | +208.3% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
VRTX | New | VERTEX PHARMACEUTICALS INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
C | CITIGROUP INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ACB | AURORA CANNABIS INC | $1,000 | 0.0% | 229 | 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% | |
NBR | NABORS INDUSTRIES LTD | $1,000 | – | 5 | 0.0% | 0.00% | – | |
ALLBIRDS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -66.7% | ||
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $1,000 | – | 15 | +100.0% | 0.00% | – |
FVRR | FIVERR INTL LTD | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $1,000 | -50.0% | 2 | 0.0% | 0.00% | -66.7% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -66.7% | |
PINS | PINTEREST INCcl a | $0 | – | 12 | 0.0% | 0.00% | – | |
WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
W | WAYFAIR INCcl a | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
LUV | SOUTHWEST AIRLS CO | $0 | – | 6 | 0.0% | 0.00% | – | |
SKLZ | SKILLZ INC | $0 | – | 10 | 0.0% | 0.00% | – | |
AGG | ISHARES TRcore us aggbd et | $0 | – | 1 | 0.0% | 0.00% | – | |
LQD | ISHARES TRiboxx inv cp etf | $0 | -100.0% | 4 | 0.0% | 0.00% | -100.0% | |
BAND | BANDWIDTH INC | $0 | – | 6 | 0.0% | 0.00% | – | |
LMND | LEMONADE INC | $0 | – | 10 | 0.0% | 0.00% | – | |
New | SHELL PLCspon ads | $0 | – | 8 | +100.0% | 0.00% | – | |
RH | RH | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
ZLAB | New | ZAI LAB LTDadr | $0 | – | 11 | +100.0% | 0.00% | – |
New | ZIMVIE INC | $0 | – | 12 | +100.0% | 0.00% | – | |
APPN | APPIAN CORPcl a | $0 | – | 6 | 0.0% | 0.00% | – | |
AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
MASI | MASIMO CORP | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
PG | PROCTER AND GAMBLE CO | $0 | – | 1 | 0.0% | 0.00% | – | |
ZNGA | ZYNGA INCcl a | $0 | – | 40 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $0 | – | 2 | 0.0% | 0.00% | – | |
NICE | NICE LTDsponsored adr | $0 | -100.0% | 2 | 0.0% | 0.00% | -100.0% | |
PJT | PJT PARTNERS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
NUMG | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
NUEM | NUSHARES ETF TRnuveen esg emrgn | $0 | – | 9 | 0.0% | 0.00% | – | |
ADBE | ADOBE SYSTEMS INCORPORATED | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $0 | – | 7 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD INC | $0 | – | 6 | 0.0% | 0.00% | – | |
ACRX | ACELRX PHARMACEUTICALS INC | $0 | -100.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
NUDM | NUSHARES ETF TRnuveen esg intl | $0 | – | 9 | 0.0% | 0.00% | – | |
SQ | Exit | BLOCK INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
EPR | Exit | EPR PPTYS | $0 | – | -5 | -100.0% | 0.00% | – |
GSS | Exit | GOLDEN STAR RES LTD CDA | $0 | – | -10 | -100.0% | 0.00% | – |
DRAGANFLY INC. | $0 | – | 184 | 0.0% | 0.00% | – | ||
COUP | Sell | COUPA SOFTWARE INC | $0 | -100.0% | 2 | -98.1% | 0.00% | -100.0% |
VSGX | VANGUARD WORLD FDesg intl stk etf | $0 | – | 6 | 0.0% | 0.00% | – | |
DKNG | New | DRAFTKINGS INC | $0 | – | 7 | +100.0% | 0.00% | – |
FL | FOOT LOCKER INC | $0 | – | 4 | 0.0% | 0.00% | – | |
PATH | UIPATH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
TMQ | TRILOGY METALS INC NEW | $0 | -100.0% | 333 | 0.0% | 0.00% | -100.0% | |
TTC | TORO CO | $0 | -100.0% | 5 | 0.0% | 0.00% | -100.0% | |
SKIN | New | THE BEAUTY HEALTH COMPANY | $0 | – | 13 | +100.0% | 0.00% | – |
IAG | Exit | IAMGOLD CORP | $0 | – | -250 | -100.0% | -0.00% | – |
TACO | Exit | DEL TACO RESTAURANTS INC NEW | $0 | – | -139 | -100.0% | -0.00% | – |
OR | Exit | OSISKO GOLD ROYALTIES LTD | $0 | – | -400 | -100.0% | -0.01% | – |
ETN | Exit | EATON CORP PLC | $0 | – | -38 | -100.0% | -0.01% | – |
UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -849 | -100.0% | -0.02% | – |
PUBM | Exit | PUBMATIC INC | $0 | – | -450 | -100.0% | -0.02% | – |
VERI | Exit | VERITONE INC | $0 | – | -702 | -100.0% | -0.02% | – |
WK | Exit | WORKIVA INC | $0 | – | -124 | -100.0% | -0.02% | – |
PLCE | Exit | CHILDRENS PL INC NEW | $0 | – | -206 | -100.0% | -0.02% | – |
PRFT | Exit | PERFICIENT INC | $0 | – | -126 | -100.0% | -0.02% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -23 | -100.0% | -0.02% | – |
SPT | Exit | SPROUT SOCIAL INC | $0 | – | -177 | -100.0% | -0.02% | – |
ALEC | Exit | ALECTOR INC | $0 | – | -803 | -100.0% | -0.02% | – |
SHOO | Exit | MADDEN STEVEN LTD | $0 | – | -370 | -100.0% | -0.02% | – |
VRNS | Exit | VARONIS SYS INC | $0 | – | -339 | -100.0% | -0.02% | – |
BIGC | Exit | BIGCOMMERCE HLDGS INC | $0 | – | -475 | -100.0% | -0.02% | – |
MIME | Exit | MIMECAST LTD | $0 | – | -217 | -100.0% | -0.02% | – |
BOOT | Exit | BOOT BARN HLDGS INC | $0 | – | -139 | -100.0% | -0.02% | – |
DVAX | Exit | DYNAVAX TECHNOLOGIES CORP | $0 | – | -1,266 | -100.0% | -0.02% | – |
BOX | Exit | BOX INCcl a | $0 | – | -697 | -100.0% | -0.02% | – |
VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -397 | -100.0% | -0.02% | – |
KSS | Exit | KOHLS CORP | $0 | – | -355 | -100.0% | -0.02% | – |
IMGN | Exit | IMMUNOGEN INC | $0 | – | -2,463 | -100.0% | -0.02% | – |
AME | Exit | AMETEK INC | $0 | – | -123 | -100.0% | -0.02% | – |
IAA | Exit | IAA INC | $0 | – | -357 | -100.0% | -0.02% | – |
URBN | Exit | URBAN OUTFITTERS INC | $0 | – | -603 | -100.0% | -0.02% | – |
VCRA | Exit | VOCERA COMMUNICATIONS INC | $0 | – | -274 | -100.0% | -0.02% | – |
LAD | Exit | LITHIA MTRS INC | $0 | – | -61 | -100.0% | -0.02% | – |
UCTT | Exit | ULTRA CLEAN HLDGS INC | $0 | – | -321 | -100.0% | -0.02% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -69 | -100.0% | -0.02% | – |
CRTO | Exit | CRITEO S Aspons ads | $0 | – | -473 | -100.0% | -0.02% | – |
EXLS | Exit | EXLSERVICE HOLDINGS INC | $0 | – | -132 | -100.0% | -0.02% | – |
BJ | Exit | BJS WHSL CLUB HLDGS INC | $0 | – | -290 | -100.0% | -0.02% | – |
IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -616 | -100.0% | -0.02% | – |
NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -491 | -100.0% | -0.02% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -446 | -100.0% | -0.02% | – |
EVH | Exit | EVOLENT HEALTH INCcl a | $0 | – | -678 | -100.0% | -0.02% | – |
CFLT | Exit | CONFLUENT INC | $0 | – | -246 | -100.0% | -0.02% | – |
OKTA | Exit | OKTA INCcl a | $0 | – | -86 | -100.0% | -0.02% | – |
AMBA | Exit | AMBARELLA INC | $0 | – | -96 | -100.0% | -0.02% | – |
MSP | Exit | DATTO HLDG CORP | $0 | – | -719 | -100.0% | -0.02% | – |
BPMC | Exit | BLUEPRINT MEDICINES CORP | $0 | – | -177 | -100.0% | -0.02% | – |
BKI | Exit | BLACK KNIGHT INC | $0 | – | -234 | -100.0% | -0.02% | – |
STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -167 | -100.0% | -0.02% | – |
SNA | Exit | SNAP ON INC | $0 | – | -86 | -100.0% | -0.02% | – |
SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -218 | -100.0% | -0.03% | – |
PSTG | Exit | PURE STORAGE INCcl a | $0 | – | -607 | -100.0% | -0.03% | – |
RRR | Exit | RED ROCK RESORTS INCcl a | $0 | – | -359 | -100.0% | -0.03% | – |
GLOB | Exit | GLOBANT S A | $0 | – | -63 | -100.0% | -0.03% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -240 | -100.0% | -0.03% | – |
CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -484 | -100.0% | -0.03% | – |
SIMO | Exit | SILICON MOTION TECHNOLOGY COsponsored adr | $0 | – | -217 | -100.0% | -0.03% | – |
CALX | Exit | CALIX INC | $0 | – | -257 | -100.0% | -0.03% | – |
BGLD | Exit | FIRST TR EXCHANGE-TRADED FDcboe vest gld st | $0 | – | -4,900 | -100.0% | -0.12% | – |
PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -106,359 | -100.0% | -3.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.