$61.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 475 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 52.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $3,503,000 | -11.1% | 247,031 | -3.7% | 5.72% | +1.5% |
ESGU | Sell | ISHARES TResg awr msci usa | $3,140,000 | -45.5% | 37,423 | -34.1% | 5.12% | -37.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $2,870,000 | -12.8% | 48,769 | +3.0% | 4.68% | -0.4% |
JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $2,861,000 | -5.2% | 58,336 | -3.0% | 4.67% | +8.3% |
JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,813,000 | -3.5% | 58,645 | +0.4% | 4.59% | +10.2% |
GLD | SPDR GOLD TR | $2,590,000 | -6.7% | 15,375 | 0.0% | 4.23% | +6.5% | |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,481,000 | -10.1% | 29,065 | -0.1% | 4.05% | +2.7% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,033,000 | -7.3% | 20,515 | -6.3% | 3.32% | +5.8% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,862,000 | -21.0% | 6,644 | +2.2% | 3.04% | -9.8% |
PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $1,838,000 | – | 67,301 | +100.0% | 3.00% | – |
INFL | Buy | LISTED FD TRhorizon kinetics | $1,815,000 | +0.3% | 63,588 | +17.1% | 2.96% | +14.6% |
QUAL | ISHARES TRmsci usa qlt fct | $1,592,000 | -17.0% | 14,251 | 0.0% | 2.60% | -5.3% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,493,000 | -20.9% | 3,939 | -5.3% | 2.44% | -9.6% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,458,000 | -15.9% | 6,443 | -0.3% | 2.38% | -4.0% |
PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $1,411,000 | – | 48,529 | +100.0% | 2.30% | – |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,261,000 | -6.0% | 12,404 | +3.9% | 2.06% | +7.4% |
IWM | New | ISHARES TRput | $1,236,000 | – | 7,300 | +100.0% | 2.02% | – |
EFG | Buy | ISHARES TReafe grwth etf | $1,226,000 | +6.3% | 15,234 | +27.2% | 2.00% | +21.4% |
RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $1,065,000 | -13.7% | 20,019 | +3.3% | 1.74% | -1.5% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $1,047,000 | -8.4% | 17,818 | +0.7% | 1.71% | +4.6% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $915,000 | -14.2% | 13,340 | -1.2% | 1.49% | -2.1% |
AAPL | Sell | APPLE INC | $866,000 | -24.1% | 6,334 | -3.1% | 1.41% | -13.4% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $793,000 | -19.6% | 10,577 | -4.5% | 1.29% | -8.2% |
VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $732,000 | – | 4,755 | +100.0% | 1.20% | – |
IAU | Buy | ISHARES GOLD TRishares new | $714,000 | +1.3% | 20,806 | +8.7% | 1.16% | +15.6% |
XBI | Buy | SPDR SER TRs&p biotech | $683,000 | +24.0% | 9,196 | +50.0% | 1.12% | +41.7% |
VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $671,000 | – | 3,946 | +100.0% | 1.10% | – |
ORCL | Buy | ORACLE CORP | $627,000 | -15.2% | 8,968 | +0.3% | 1.02% | -3.1% |
BOND | Sell | PIMCO ETF TRactive bd etf | $623,000 | -8.4% | 6,543 | -2.1% | 1.02% | +4.6% |
TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $531,000 | -25.9% | 12,594 | -21.4% | 0.87% | -15.4% |
EFA | Sell | ISHARES TRmsci eafe etf | $508,000 | -62.6% | 8,137 | -55.9% | 0.83% | -57.3% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $496,000 | +7.4% | 12,323 | +41.7% | 0.81% | +22.7% |
ESGE | Sell | ISHARES INCesg awr msci em | $489,000 | -33.2% | 15,121 | -24.1% | 0.80% | -23.7% |
CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $457,000 | +43.7% | 19,279 | +20.0% | 0.75% | +64.3% |
IJR | Buy | ISHARES TRcore s&p scp etf | $452,000 | -7.0% | 4,895 | +8.5% | 0.74% | +6.2% |
CLOU | Buy | GLOBAL X FDS | $449,000 | +19.4% | 27,234 | +59.2% | 0.73% | +36.5% |
HYMB | Sell | SPDR SER TRnuveen bloomberg | $446,000 | -21.2% | 8,672 | -15.4% | 0.73% | -10.0% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $436,000 | +10.4% | 16,950 | +42.6% | 0.71% | +26.0% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $420,000 | +1.9% | 20,657 | +45.6% | 0.68% | +16.3% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $397,000 | -40.7% | 1,051 | -29.2% | 0.65% | -32.4% |
UNP | UNION PAC CORP | $341,000 | -21.8% | 1,597 | 0.0% | 0.56% | -10.6% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $303,000 | -13.9% | 9,645 | +0.6% | 0.50% | -1.6% |
TSLA | Buy | TESLA INC | $298,000 | -37.3% | 442 | +0.2% | 0.49% | -28.4% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $262,000 | -4.0% | 7,545 | +6.7% | 0.43% | +9.7% |
COKE | COCA COLA CONS INC | $244,000 | +13.5% | 433 | 0.0% | 0.40% | +29.6% | |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $240,000 | -17.5% | 5,418 | -1.2% | 0.39% | -5.8% |
PFF | Sell | ISHARES TRpfd and incm sec | $206,000 | -46.1% | 6,250 | -40.4% | 0.34% | -38.5% |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $184,000 | -22.7% | 675 | 0.0% | 0.30% | -11.8% | |
D | DOMINION ENERGY INC | $175,000 | -6.4% | 2,197 | 0.0% | 0.29% | +7.1% | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $174,000 | -11.7% | 1,909 | +4.8% | 0.28% | +0.7% |
NVR | NVR INC | $172,000 | -10.4% | 43 | 0.0% | 0.28% | +2.6% | |
MUB | Sell | ISHARES TRnational mun etf | $159,000 | -65.7% | 1,491 | -64.7% | 0.26% | -60.9% |
HAP | New | VANECK ETF TRUSTnatural resourc | $155,000 | – | 3,413 | +100.0% | 0.25% | – |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $154,000 | -9.4% | 3,440 | +9.1% | 0.25% | +3.3% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $141,000 | -20.8% | 1,053 | -6.6% | 0.23% | -9.4% |
ACWI | Sell | ISHARES TRmsci acwi etf | $138,000 | -81.6% | 1,646 | -78.2% | 0.22% | -79.1% |
REET | Sell | ISHARES TRglobal reit etf | $136,000 | -38.7% | 5,621 | -26.0% | 0.22% | -30.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $133,000 | -6.3% | 1,658 | +0.7% | 0.22% | +6.9% |
XOM | Sell | EXXON MOBIL CORP | $127,000 | -7.3% | 1,486 | -10.5% | 0.21% | +5.6% |
PFE | Buy | PFIZER INC | $124,000 | +1.6% | 2,365 | +0.0% | 0.20% | +16.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $122,000 | +16.2% | 850 | +31.6% | 0.20% | +32.7% |
IWR | ISHARES TRrus mid cap etf | $122,000 | -17.0% | 1,881 | 0.0% | 0.20% | -5.2% | |
ATI | Buy | ALLEGHENY TECHNOLOGIES INC | $119,000 | -4.8% | 5,218 | +12.0% | 0.19% | +8.4% |
RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $119,000 | -91.8% | 1,934 | -91.1% | 0.19% | -90.7% |
CVX | Sell | CHEVRON CORP NEW | $119,000 | -11.9% | 821 | -1.1% | 0.19% | +0.5% |
IWM | ISHARES TRrussell 2000 etf | $115,000 | -17.9% | 681 | 0.0% | 0.19% | -6.0% | |
SENT | Sell | ADVISORSHARES TRalpha dna equity | $110,000 | -93.9% | 5,303 | -93.0% | 0.18% | -93.1% |
HON | HONEYWELL INTL INC | $95,000 | -10.4% | 547 | 0.0% | 0.16% | +2.6% | |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $90,000 | +104.5% | 639 | +89.1% | 0.15% | +133.3% |
AMZN | Buy | AMAZON COM INC | $89,000 | -35.0% | 840 | +1900.0% | 0.14% | -26.0% |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $89,000 | -10.1% | 2,600 | 0.0% | 0.14% | +2.8% | |
YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $81,000 | -9.0% | 4,350 | 0.0% | 0.13% | +3.9% | |
PUTW | WISDOMTREE TRcboe s&p 500 | $76,000 | -8.4% | 2,364 | 0.0% | 0.12% | +4.2% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $74,000 | +2.8% | 701 | +22.6% | 0.12% | +17.5% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $74,000 | -2.6% | 782 | +13.2% | 0.12% | +11.0% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $73,000 | -20.7% | 333 | +0.3% | 0.12% | -9.2% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $73,000 | -1.4% | 1,146 | +19.0% | 0.12% | +12.3% |
JNJ | JOHNSON & JOHNSON | $70,000 | 0.0% | 397 | 0.0% | 0.11% | +14.0% | |
UPS | UNITED PARCEL SERVICE INCcl b | $70,000 | -14.6% | 384 | 0.0% | 0.11% | -2.6% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $70,000 | -15.7% | 1,327 | 0.0% | 0.11% | -4.2% | |
IWD | Buy | ISHARES TRrus 1000 val etf | $69,000 | -11.5% | 473 | +0.4% | 0.11% | +1.8% |
CSCO | Buy | CISCO SYS INC | $68,000 | -23.6% | 1,592 | +0.1% | 0.11% | -12.6% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $67,000 | +1.5% | 757 | +17.5% | 0.11% | +16.0% |
TFC | TRUIST FINL CORP | $66,000 | -16.5% | 1,391 | 0.0% | 0.11% | -4.4% | |
XLK | SELECT SECTOR SPDR TRtechnology | $65,000 | -20.7% | 515 | 0.0% | 0.11% | -9.4% | |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $60,000 | -39.4% | 1,153 | -23.0% | 0.10% | -30.5% |
ABBV | Buy | ABBVIE INC | $60,000 | -4.8% | 390 | +1.0% | 0.10% | +8.9% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $60,000 | -23.1% | 2,645 | -4.3% | 0.10% | -11.7% |
PDBC | INVESCO ACTVELY MNGD ETC FDoptimum yield | $59,000 | +3.5% | 3,243 | 0.0% | 0.10% | +18.5% | |
MRK | Buy | MERCK & CO INC | $54,000 | +35.0% | 597 | +21.6% | 0.09% | +54.4% |
BA | Sell | BOEING CO | $52,000 | -29.7% | 383 | -0.5% | 0.08% | -19.8% |
BMY | BRISTOL-MYERS SQUIBB CO | $52,000 | +6.1% | 675 | 0.0% | 0.08% | +21.4% | |
EEM | Sell | ISHARES TRmsci emg mkt etf | $50,000 | -18.0% | 1,255 | -6.8% | 0.08% | -5.7% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $46,000 | -13.2% | 738 | +5.6% | 0.08% | -1.3% |
BTEC | Sell | PRINCIPAL EXCHANGE-TRADED FDprin hlthcre inv | $45,000 | -39.2% | 1,401 | -25.0% | 0.07% | -31.1% |
ITM | VANECK ETF TRUSTintrmdt muni etf | $44,000 | -4.3% | 966 | 0.0% | 0.07% | +9.1% | |
MMM | 3M CO | $43,000 | -14.0% | 333 | 0.0% | 0.07% | -1.4% | |
IHI | Buy | ISHARES TRu.s. med dvc etf | $42,000 | -17.6% | 838 | +0.1% | 0.07% | -5.5% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | -7.0% | 313 | 0.0% | 0.06% | +6.6% | |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $40,000 | -27.3% | 294 | -1.3% | 0.06% | -17.7% |
SGOL | ABRDN GOLD ETF TRUST | $39,000 | -7.1% | 2,250 | 0.0% | 0.06% | +6.7% | |
ABT | Buy | ABBOTT LABS | $38,000 | -7.3% | 347 | +0.3% | 0.06% | +5.1% |
KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $38,000 | -76.2% | 739 | -70.6% | 0.06% | -72.9% |
MLN | Sell | VANECK ETF TRUSTlong muni etf | $37,000 | -22.9% | 2,080 | -15.4% | 0.06% | -13.0% |
MGC | Buy | VANGUARD WORLD FDmega cap index | $35,000 | -16.7% | 262 | +0.4% | 0.06% | -5.0% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $35,000 | -2.8% | 723 | +0.6% | 0.06% | +11.8% |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $32,000 | +6.7% | 820 | 0.0% | 0.05% | +20.9% | |
SGDM | SPROTT ETF TRUSTgold miners etf | $32,000 | -27.3% | 1,324 | 0.0% | 0.05% | -17.5% | |
SUSA | ISHARES TRmsci usa esg slc | $31,000 | -16.2% | 382 | 0.0% | 0.05% | -3.8% | |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $31,000 | -16.2% | 670 | +0.4% | 0.05% | -3.8% |
LGLV | Sell | SPDR SER TRssga us lrg etf | $30,000 | -25.0% | 227 | -18.1% | 0.05% | -14.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $30,000 | -6.2% | 224 | +4.7% | 0.05% | +6.5% |
VLUE | Sell | ISHARES TRmsci usa value | $29,000 | -93.5% | 321 | -92.4% | 0.05% | -92.6% |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $28,000 | -15.2% | 805 | 0.0% | 0.05% | -2.1% | |
UCO | Buy | PROSHARES TR IIulta blmbg 2017 | $27,000 | +145.5% | 652 | +844.9% | 0.04% | +175.0% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $27,000 | -12.9% | 920 | +1.9% | 0.04% | 0.0% |
AOR | ISHARES TRgrwt allocat etf | $27,000 | -10.0% | 562 | 0.0% | 0.04% | +2.3% | |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $26,000 | -3.7% | 319 | +10.0% | 0.04% | +7.7% |
OUNZ | VANECK MERK GOLD TRgold trust | $25,000 | -3.8% | 1,400 | 0.0% | 0.04% | +10.8% | |
IVE | Buy | ISHARES TRs&p 500 val etf | $25,000 | -10.7% | 183 | +0.5% | 0.04% | +2.5% |
ABNB | Sell | AIRBNB INC | $24,000 | -57.1% | 274 | -15.4% | 0.04% | -51.2% |
SLV | New | ISHARES SILVER TRishares | $24,000 | – | 1,280 | +100.0% | 0.04% | – |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $24,000 | -14.3% | 642 | +2.1% | 0.04% | -2.5% |
XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $24,000 | -7.7% | 465 | +0.2% | 0.04% | +5.4% |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $23,000 | -11.5% | 226 | -6.6% | 0.04% | +2.7% |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $22,000 | -15.4% | 731 | 0.0% | 0.04% | -2.7% | |
AOA | ISHARES TRaggres alloc etf | $22,000 | -15.4% | 375 | 0.0% | 0.04% | -2.7% | |
ADSK | AUTODESK INC | $21,000 | -19.2% | 122 | 0.0% | 0.03% | -8.1% | |
PXE | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $21,000 | -4.5% | 800 | 0.0% | 0.03% | +9.7% | |
QCOM | Buy | QUALCOMM INC | $21,000 | -8.7% | 164 | +10.8% | 0.03% | +3.0% |
HD | Sell | HOME DEPOT INC | $19,000 | -34.5% | 71 | -25.3% | 0.03% | -24.4% |
VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $19,000 | 0.0% | 388 | 0.0% | 0.03% | +14.8% | |
LOW | Sell | LOWES COS INC | $19,000 | -40.6% | 106 | -32.9% | 0.03% | -32.6% |
NVDA | Sell | NVIDIA CORPORATION | $19,000 | -61.2% | 126 | -29.2% | 0.03% | -55.7% |
O | New | REALTY INCOME CORP | $19,000 | – | 278 | +100.0% | 0.03% | – |
FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $18,000 | -10.0% | 800 | 0.0% | 0.03% | 0.0% | |
Buy | PROSHARES TRbitcoin strate | $18,000 | -5.3% | 1,512 | +125.7% | 0.03% | +7.4% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,000 | 0.0% | 440 | +13.7% | 0.03% | +11.5% |
GOOGL | ALPHABET INCcap stk cl a | $17,000 | -22.7% | 8 | 0.0% | 0.03% | -9.7% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $17,000 | -22.7% | 99 | +3.1% | 0.03% | -9.7% |
KB | Buy | KB FINL GROUP INCsponsored adr | $17,000 | -19.0% | 455 | +3.4% | 0.03% | -6.7% |
DIS | DISNEY WALT CO | $16,000 | -30.4% | 165 | 0.0% | 0.03% | -21.2% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $16,000 | -5.9% | 205 | +29.7% | 0.03% | +8.3% |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $16,000 | -20.0% | 2,275 | 0.0% | 0.03% | -10.3% | |
HQY | HEALTHEQUITY INC | $15,000 | -11.8% | 245 | 0.0% | 0.02% | 0.0% | |
CNC | New | CENTENE CORP DEL | $15,000 | – | 178 | +100.0% | 0.02% | – |
SNDR | Buy | SCHNEIDER NATIONAL INCcl b | $14,000 | +16.7% | 605 | +26.6% | 0.02% | +35.3% |
CHRW | New | C H ROBINSON WORLDWIDE INC | $14,000 | – | 135 | +100.0% | 0.02% | – |
CFR | New | CULLEN FROST BANKERS INC | $14,000 | – | 116 | +100.0% | 0.02% | – |
DUK | Buy | DUKE ENERGY CORP NEW | $14,000 | -6.7% | 132 | +0.8% | 0.02% | +9.5% |
GENERAL ELECTRIC CO | $14,000 | -30.0% | 220 | 0.0% | 0.02% | -20.7% | ||
HUBG | Buy | HUB GROUP INCcl a | $14,000 | +16.7% | 199 | +24.4% | 0.02% | +35.3% |
HUBB | New | HUBBELL INC | $14,000 | – | 78 | +100.0% | 0.02% | – |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $14,000 | -17.6% | 225 | +0.4% | 0.02% | -4.2% |
AOM | ISHARES TRmodert alloc etf | $14,000 | -6.7% | 358 | 0.0% | 0.02% | +9.5% | |
MSFT | MICROSOFT CORP | $14,000 | -17.6% | 55 | 0.0% | 0.02% | -4.2% | |
OCSL | New | OAKTREE SPECIALTY LENDING CO | $14,000 | – | 2,137 | +100.0% | 0.02% | – |
PKI | New | PERKINELMER INC | $14,000 | – | 101 | +100.0% | 0.02% | – |
PFS | New | PROVIDENT FINL SVCS INC | $14,000 | – | 648 | +100.0% | 0.02% | – |
SBCF | New | SEACOAST BKG CORP FLA | $14,000 | – | 437 | +100.0% | 0.02% | – |
SLAB | New | SILICON LABORATORIES INC | $14,000 | – | 97 | +100.0% | 0.02% | – |
TXRH | New | TEXAS ROADHOUSE INC | $14,000 | – | 192 | +100.0% | 0.02% | – |
WSBC | New | WESBANCO INC | $14,000 | – | 441 | +100.0% | 0.02% | – |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $14,000 | +366.7% | 159 | +511.5% | 0.02% | +475.0% |
STNG | New | SCORPIO TANKERS INC | $14,000 | – | 407 | +100.0% | 0.02% | – |
AMN | New | AMN HEALTHCARE SVCS INC | $13,000 | – | 115 | +100.0% | 0.02% | – |
ALB | New | ALBEMARLE CORP | $13,000 | – | 61 | +100.0% | 0.02% | – |
JBHT | New | HUNT J B TRANS SVCS INC | $13,000 | – | 80 | +100.0% | 0.02% | – |
ADI | Buy | ANALOG DEVICES INC | $13,000 | -7.1% | 91 | +11.0% | 0.02% | +5.0% |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $13,000 | 0.0% | 179 | 0.0% | 0.02% | +10.5% | |
LSCC | Buy | LATTICE SEMICONDUCTOR CORP | $13,000 | -13.3% | 262 | +6.5% | 0.02% | 0.0% |
CRUS | New | CIRRUS LOGIC INC | $13,000 | – | 178 | +100.0% | 0.02% | – |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $13,000 | -7.1% | 130 | +0.8% | 0.02% | +5.0% |
FRO | New | FRONTLINE LTD | $13,000 | – | 1,488 | +100.0% | 0.02% | – |
DFS | New | DISCOVER FINL SVCS | $13,000 | – | 134 | +100.0% | 0.02% | – |
CCRN | Sell | CROSS CTRY HEALTHCARE INC | $13,000 | -7.1% | 609 | -6.7% | 0.02% | +5.0% |
SNV | New | SYNOVUS FINL CORP | $13,000 | – | 352 | +100.0% | 0.02% | – |
NKE | NIKE INCcl b | $13,000 | -23.5% | 125 | 0.0% | 0.02% | -12.5% | |
FAST | Buy | FASTENAL CO | $13,000 | -18.8% | 270 | +1.1% | 0.02% | -8.7% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $13,000 | -13.3% | 120 | 0.0% | 0.02% | 0.0% | |
HAL | New | HALLIBURTON CO | $13,000 | – | 404 | +100.0% | 0.02% | – |
MHK | New | MOHAWK INDS INC | $13,000 | – | 102 | +100.0% | 0.02% | – |
SWCH | SWITCH INCcl a | $13,000 | +8.3% | 398 | 0.0% | 0.02% | +23.5% | |
ZION | Buy | ZIONS BANCORPORATION N A | $13,000 | +8.3% | 263 | +40.6% | 0.02% | +23.5% |
LSTR | Buy | LANDSTAR SYS INC | $13,000 | 0.0% | 88 | +4.8% | 0.02% | +10.5% |
ZS | Buy | ZSCALER INC | $13,000 | +550.0% | 84 | +1100.0% | 0.02% | +600.0% |
TWI | New | TITAN INTL INC ILL | $13,000 | – | 830 | +100.0% | 0.02% | – |
PKG | New | PACKAGING CORP AMER | $13,000 | – | 93 | +100.0% | 0.02% | – |
WSM | Buy | WILLIAMS SONOMA INC | $13,000 | -7.1% | 114 | +18.8% | 0.02% | +5.0% |
ELF | New | E L F BEAUTY INC | $13,000 | – | 408 | +100.0% | 0.02% | – |
MRTN | New | MARTEN TRANS LTD | $13,000 | – | 791 | +100.0% | 0.02% | – |
MBUU | New | MALIBU BOATS INC | $13,000 | – | 252 | +100.0% | 0.02% | – |
AVT | New | AVNET INC | $12,000 | – | 269 | +100.0% | 0.02% | – |
GNK | Sell | GENCO SHIPPING & TRADING LTD | $12,000 | -20.0% | 628 | -1.4% | 0.02% | -4.8% |
MRVL | Buy | MARVELL TECHNOLOGY INC | $12,000 | -20.0% | 277 | +35.1% | 0.02% | -4.8% |
IPAR | New | INTER PARFUMS INC | $12,000 | – | 159 | +100.0% | 0.02% | – |
MRC | New | MRC GLOBAL INC | $12,000 | – | 1,200 | +100.0% | 0.02% | – |
FANG | New | DIAMONDBACK ENERGY INC | $12,000 | – | 97 | +100.0% | 0.02% | – |
IIIV | New | I3 VERTICALS INC | $12,000 | – | 482 | +100.0% | 0.02% | – |
ARCB | New | ARCBEST CORP | $12,000 | – | 176 | +100.0% | 0.02% | – |
ULTA | Sell | ULTA BEAUTY INC | $12,000 | -14.3% | 31 | -11.4% | 0.02% | 0.0% |
BECN | New | BEACON ROOFING SUPPLY INC | $12,000 | – | 238 | +100.0% | 0.02% | – |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,000 | 0.0% | 131 | 0.0% | 0.02% | +17.6% | |
New | BRAZE INC | $12,000 | – | 323 | +100.0% | 0.02% | – | |
MNRL | New | BRIGHAM MINERALS INC | $12,000 | – | 480 | +100.0% | 0.02% | – |
URI | New | UNITED RENTALS INC | $12,000 | – | 48 | +100.0% | 0.02% | – |
AVGO | BROADCOM INC | $12,000 | -20.0% | 24 | 0.0% | 0.02% | -4.8% | |
WCLD | Buy | WISDOMTREE TR | $12,000 | -20.0% | 432 | +18.0% | 0.02% | -4.8% |
PSTG | New | PURE STORAGE INCcl a | $12,000 | – | 459 | +100.0% | 0.02% | – |
New | CORE & MAIN INCcl a | $12,000 | – | 559 | +100.0% | 0.02% | – | |
AOD | ABERDEEN TOTAL DYNAMIC DIVD | $12,000 | -14.3% | 1,482 | 0.0% | 0.02% | 0.0% | |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $12,000 | -14.3% | 544 | 0.0% | 0.02% | 0.0% | |
OC | Buy | OWENS CORNING NEW | $12,000 | -7.7% | 165 | +17.9% | 0.02% | +5.3% |
BIV | VANGUARD BD INDEX FDSintermed term | $12,000 | -7.7% | 153 | 0.0% | 0.02% | +5.3% | |
HP | New | HELMERICH & PAYNE INC | $12,000 | – | 272 | +100.0% | 0.02% | – |
ON | Buy | ON SEMICONDUCTOR CORP | $12,000 | -14.3% | 237 | +3.5% | 0.02% | 0.0% |
OXY | Sell | OCCIDENTAL PETE CORP | $12,000 | -20.0% | 211 | -20.7% | 0.02% | -4.8% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $12,000 | -7.7% | 79 | +11.3% | 0.02% | +5.3% |
WY | New | WEYERHAEUSER CO MTN BE | $12,000 | – | 352 | +100.0% | 0.02% | – |
NEX | New | NEXTIER OILFIELD SOLUTIONS | $12,000 | – | 1,247 | +100.0% | 0.02% | – |
ENPH | New | ENPHASE ENERGY INC | $12,000 | – | 60 | +100.0% | 0.02% | – |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $12,000 | -14.3% | 204 | +7.9% | 0.02% | 0.0% |
ALGT | New | ALLEGIANT TRAVEL CO | $11,000 | – | 97 | +100.0% | 0.02% | – |
WSO | New | WATSCO INC | $11,000 | – | 47 | +100.0% | 0.02% | – |
AAL | New | AMERICAN AIRLS GROUP INC | $11,000 | – | 869 | +100.0% | 0.02% | – |
ACI | Sell | ALBERTSONS COS INC | $11,000 | -31.2% | 405 | -16.0% | 0.02% | -21.7% |
ISCV | Buy | ISHARES TRmrning sm cp etf | $11,000 | -15.4% | 217 | +0.5% | 0.02% | -5.3% |
ENVA | Buy | ENOVA INTL INC | $11,000 | -21.4% | 397 | +8.5% | 0.02% | -10.0% |
AOK | ISHARES TRconser alloc etf | $11,000 | -8.3% | 331 | 0.0% | 0.02% | +5.9% | |
ESTE | New | EARTHSTONE ENERGY INCcl a | $11,000 | – | 810 | +100.0% | 0.02% | – |
DOW | Sell | DOW INC | $11,000 | -21.4% | 222 | -0.9% | 0.02% | -10.0% |
KMB | Buy | KIMBERLY-CLARK CORP | $11,000 | +266.7% | 78 | +188.9% | 0.02% | +350.0% |
HUN | Buy | HUNTSMAN CORP | $11,000 | -26.7% | 394 | +0.3% | 0.02% | -14.3% |
DVN | New | DEVON ENERGY CORP NEW | $11,000 | – | 195 | +100.0% | 0.02% | – |
DK | New | DELEK US HLDGS INC NEW | $11,000 | – | 427 | +100.0% | 0.02% | – |
LUCID GROUP INC | $11,000 | -31.2% | 645 | 0.0% | 0.02% | -21.7% | ||
MGY | Sell | MAGNOLIA OIL & GAS CORPcl a | $11,000 | -21.4% | 544 | -9.9% | 0.02% | -10.0% |
MRO | Sell | MARATHON OIL CORP | $11,000 | -26.7% | 505 | -16.0% | 0.02% | -14.3% |
SBLK | New | STAR BULK CARRIERS CORP. | $11,000 | – | 447 | +100.0% | 0.02% | – |
MTDR | New | MATADOR RES CO | $11,000 | – | 236 | +100.0% | 0.02% | – |
MXL | Buy | MAXLINEAR INC | $11,000 | -15.4% | 337 | +56.7% | 0.02% | -5.3% |
EGLE | Sell | EAGLE BULK SHIPPING INC | $11,000 | -21.4% | 207 | -1.9% | 0.02% | -10.0% |
OXM | Sell | OXFORD INDS INC | $11,000 | -21.4% | 120 | -21.6% | 0.02% | -10.0% |
PDCE | New | PDC ENERGY INC | $11,000 | – | 177 | +100.0% | 0.02% | – |
COP | CONOCOPHILLIPS | $11,000 | -8.3% | 124 | 0.0% | 0.02% | +5.9% | |
New | HASHICORP INC | $11,000 | – | 389 | +100.0% | 0.02% | – | |
CHEF | New | CHEFS WHSE INC | $11,000 | – | 291 | +100.0% | 0.02% | – |
CE | New | CELANESE CORP DEL | $11,000 | – | 96 | +100.0% | 0.02% | – |
CPE | New | CALLON PETE CO DEL | $11,000 | – | 272 | +100.0% | 0.02% | – |
BXC | New | BLUELINX HLDGS INC | $11,000 | – | 168 | +100.0% | 0.02% | – |
BX | Buy | BLACKSTONE INC | $11,000 | -26.7% | 118 | +1.7% | 0.02% | -14.3% |
BRY | New | BERRY CORP | $11,000 | – | 1,466 | +100.0% | 0.02% | – |
WGO | Sell | WINNEBAGO INDS INC | $11,000 | -26.7% | 224 | -20.6% | 0.02% | -14.3% |
SKY | SKYLINE CHAMPION CORPORATION | $11,000 | -15.4% | 234 | 0.0% | 0.02% | -5.3% | |
WLL | New | WHITING PETE CORP NEW | $11,000 | – | 158 | +100.0% | 0.02% | – |
WLK | New | WESTLAKE CORPORATION | $11,000 | – | 113 | +100.0% | 0.02% | – |
CCL | New | CARNIVAL CORP | $10,000 | – | 1,200 | +100.0% | 0.02% | – |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,000 | 0.0% | 133 | 0.0% | 0.02% | +14.3% | |
ROP | New | ROPER TECHNOLOGIES INC | $10,000 | – | 25 | +100.0% | 0.02% | – |
New | PROSPECT CAP CORPnote 6.375% 3/0 | $10,000 | – | 10,000 | +100.0% | 0.02% | – | |
AMLP | Buy | ALPS ETF TRalerian mlp | $10,000 | -9.1% | 284 | +2.2% | 0.02% | 0.0% |
SMLF | ISHARES TRmsci usa sml cp | $10,000 | -9.1% | 204 | 0.0% | 0.02% | 0.0% | |
NG | NOVAGOLD RES INC | $10,000 | -33.3% | 2,000 | 0.0% | 0.02% | -23.8% | |
CVS | Sell | CVS HEALTH CORP | $10,000 | -60.0% | 104 | -57.0% | 0.02% | -55.6% |
XNTK | SPDR SER TRnyse tech etf | $10,000 | -28.6% | 99 | 0.0% | 0.02% | -20.0% | |
PG | Buy | PROCTER AND GAMBLE CO | $9,000 | – | 63 | +6200.0% | 0.02% | – |
NWBI | NORTHWEST BANCSHARES INC MD | $9,000 | 0.0% | 703 | 0.0% | 0.02% | +15.4% | |
BCE | BCE INC | $9,000 | -10.0% | 185 | 0.0% | 0.02% | +7.1% | |
CL | Buy | COLGATE PALMOLIVE CO | $9,000 | 0.0% | 118 | +0.9% | 0.02% | +15.4% |
IEMG | ISHARES INCcore msci emkt | $9,000 | -10.0% | 176 | 0.0% | 0.02% | +7.1% | |
GWW | Buy | GRAINGER W W INC | $9,000 | -10.0% | 20 | +5.3% | 0.02% | +7.1% |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $9,000 | -25.0% | 58 | 0.0% | 0.02% | -11.8% | |
SAIA | Buy | SAIA INC | $9,000 | 0.0% | 49 | +32.4% | 0.02% | +15.4% |
MPWR | Buy | MONOLITHIC PWR SYS INC | $9,000 | 0.0% | 23 | +27.8% | 0.02% | +15.4% |
IIM | INVESCO VALUE MUN INCOME TR | $9,000 | -10.0% | 695 | 0.0% | 0.02% | +7.1% | |
ICF | ISHARES TRcohen steer reit | $8,000 | -20.0% | 135 | 0.0% | 0.01% | -7.1% | |
AY | ATLANTICA SUSTAINABLE INFR P | $8,000 | -11.1% | 246 | 0.0% | 0.01% | 0.0% | |
BBY | BEST BUY INC | $8,000 | -27.3% | 117 | 0.0% | 0.01% | -18.8% | |
DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $8,000 | – | 261 | +100.0% | 0.01% | – |
INTU | Buy | INTUIT | $8,000 | +700.0% | 21 | +600.0% | 0.01% | +1200.0% |
LIT | GLOBAL X FDSlithium btry etf | $8,000 | -11.1% | 112 | 0.0% | 0.01% | 0.0% | |
MCK | New | MCKESSON CORP | $8,000 | – | 26 | +100.0% | 0.01% | – |
PANW | New | PALO ALTO NETWORKS INC | $8,000 | – | 16 | +100.0% | 0.01% | – |
FINX | Sell | GLOBAL X FDSfintech etf | $8,000 | -52.9% | 375 | -29.8% | 0.01% | -45.8% |
SONY | SONY GROUP CORPORATIONsponsored adr | $8,000 | -20.0% | 97 | 0.0% | 0.01% | -7.1% | |
MSOS | ADVISORSHARES TRpure us cannabis | $8,000 | -46.7% | 728 | 0.0% | 0.01% | -38.1% | |
MGM | MGM RESORTS INTERNATIONAL | $7,000 | -30.0% | 230 | 0.0% | 0.01% | -21.4% | |
PCOR | PROCORE TECHNOLOGIES INC | $7,000 | -22.2% | 149 | 0.0% | 0.01% | -15.4% | |
MILN | Sell | GLOBAL X FDSmillennial consu | $7,000 | -84.8% | 250 | -80.0% | 0.01% | -83.3% |
GNOM | GLOBAL X FDSgenomic biotech | $7,000 | -12.5% | 537 | 0.0% | 0.01% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $7,000 | -12.5% | 89 | 0.0% | 0.01% | 0.0% | |
AGI | ALAMOS GOLD INC NEW | $7,000 | -12.5% | 935 | 0.0% | 0.01% | 0.0% | |
CRM | SALESFORCE INC | $7,000 | -22.2% | 42 | 0.0% | 0.01% | -15.4% | |
XAR | SPDR SER TRaerospace def | $7,000 | -22.2% | 73 | 0.0% | 0.01% | -15.4% | |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | -14.3% | 244 | +0.4% | 0.01% | 0.0% |
NGG | NATIONAL GRID PLCsponsored adr ne | $6,000 | -14.3% | 89 | 0.0% | 0.01% | 0.0% | |
NFLX | New | NETFLIX INC | $6,000 | – | 37 | +100.0% | 0.01% | – |
HERO | GLOBAL X FDSvdeo gam esprt | $6,000 | -14.3% | 294 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT CORP | $6,000 | -25.0% | 98 | 0.0% | 0.01% | -9.1% | |
WMT | Sell | WALMART INC | $6,000 | -84.2% | 52 | -79.6% | 0.01% | -81.5% |
PPL | PPL CORP | $6,000 | 0.0% | 226 | 0.0% | 0.01% | +11.1% | |
SAND | SANDSTORM GOLD LTD | $6,000 | -25.0% | 1,000 | 0.0% | 0.01% | -9.1% | |
IEUS | Buy | ISHARES TRdevsmcp exna etf | $6,000 | -25.0% | 127 | +2.4% | 0.01% | -9.1% |
IYT | Buy | ISHARES TRus trsprtion | $6,000 | +20.0% | 28 | +40.0% | 0.01% | +42.9% |
LMT | LOCKHEED MARTIN CORP | $6,000 | 0.0% | 14 | 0.0% | 0.01% | +11.1% | |
ESGD | New | ISHARES TResg aw msci eafe | $5,000 | – | 82 | +100.0% | 0.01% | – |
CZR | CAESARS ENTERTAINMENT INC NE | $5,000 | -50.0% | 128 | 0.0% | 0.01% | -42.9% | |
QTEC | New | FIRST TR NASDAQ 100 TECH IND | $5,000 | – | 46 | +100.0% | 0.01% | – |
IAGG | ISHARES TRcore intl aggr | $5,000 | 0.0% | 95 | 0.0% | 0.01% | +14.3% | |
F | Buy | FORD MTR CO DEL | $5,000 | -37.5% | 456 | +0.7% | 0.01% | -27.3% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $5,000 | -64.3% | 24 | -61.3% | 0.01% | -60.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $5,000 | 0.0% | 48 | +2.1% | 0.01% | +14.3% |
XLF | SELECT SECTOR SPDR TRfinancial | $5,000 | -16.7% | 151 | 0.0% | 0.01% | -11.1% | |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $5,000 | +150.0% | 125 | +212.5% | 0.01% | +166.7% |
CAT | CATERPILLAR INC | $5,000 | -28.6% | 30 | 0.0% | 0.01% | -20.0% | |
PSN | PARSONS CORP DEL | $5,000 | 0.0% | 125 | 0.0% | 0.01% | +14.3% | |
New | KKR REAL ESTATE FIN TR INCnote 6.125% 5/1 | $5,000 | – | 5,000 | +100.0% | 0.01% | – | |
IDXX | Buy | IDEXX LABS INC | $5,000 | +400.0% | 14 | +600.0% | 0.01% | +700.0% |
DOCU | DOCUSIGN INC | $5,000 | -50.0% | 91 | 0.0% | 0.01% | -42.9% | |
BBW | BUILD-A-BEAR WORKSHOP INC | $5,000 | 0.0% | 287 | 0.0% | 0.01% | +14.3% | |
BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $5,000 | – | 252 | +100.0% | 0.01% | – |
UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.01% | +14.3% | |
MA | MASTERCARD INCORPORATEDcl a | $5,000 | 0.0% | 15 | 0.0% | 0.01% | +14.3% | |
V | VISA INC | $5,000 | -16.7% | 25 | 0.0% | 0.01% | -11.1% | |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $4,000 | -20.0% | 66 | +1.5% | 0.01% | 0.0% |
GURU | GLOBAL X FDSglb x guru index | $4,000 | -20.0% | 122 | 0.0% | 0.01% | 0.0% | |
GM | GENERAL MTRS CO | $4,000 | -20.0% | 111 | 0.0% | 0.01% | 0.0% | |
RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $4,000 | – | 91 | +100.0% | 0.01% | – |
GS | GOLDMAN SACHS GROUP INC | $4,000 | -20.0% | 15 | 0.0% | 0.01% | 0.0% | |
GOOG | Sell | ALPHABET INCcap stk cl c | $4,000 | -50.0% | 2 | -33.3% | 0.01% | -36.4% |
KO | Buy | COCA COLA CO | $4,000 | +33.3% | 57 | +1.8% | 0.01% | +75.0% |
IP | Buy | INTERNATIONAL PAPER CO | $4,000 | +100.0% | 104 | +147.6% | 0.01% | +133.3% |
KKR | Buy | KKR & CO INC | $4,000 | -20.0% | 89 | +1.1% | 0.01% | 0.0% |
New | ARES CAPITAL CORPnote 4.625% 3/0 | $3,000 | – | 3,000 | +100.0% | 0.01% | – | |
CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 83 | +1.2% | 0.01% | +25.0% |
PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $3,000 | – | 39 | +100.0% | 0.01% | – |
GDX | VANECK ETF TRUSTgold miners etf | $3,000 | -25.0% | 95 | 0.0% | 0.01% | -16.7% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $3,000 | 0.0% | 400 | 0.0% | 0.01% | +25.0% | |
ARKG | ARK ETF TRgenomic rev etf | $3,000 | -25.0% | 97 | 0.0% | 0.01% | -16.7% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $3,000 | 0.0% | 29 | 0.0% | 0.01% | +25.0% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 100 | +2.0% | 0.01% | +25.0% |
DSI | New | ISHARES TRmsci kld400 soc | $3,000 | – | 39 | +100.0% | 0.01% | – |
LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,000 | – | 58 | +100.0% | 0.01% | – |
BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,000 | – | 100 | +100.0% | 0.01% | – |
IWN | ISHARES TRrus 2000 val etf | $3,000 | -25.0% | 23 | 0.0% | 0.01% | -16.7% | |
HEDJ | Buy | WISDOMTREE TReurope hedged eq | $3,000 | 0.0% | 47 | +2.2% | 0.01% | +25.0% |
HYG | ISHARES TRiboxx hi yd etf | $3,000 | -25.0% | 46 | 0.0% | 0.01% | -16.7% | |
GLOBAL X FDSgbl x blockchain | $3,000 | -72.7% | 604 | 0.0% | 0.01% | -68.8% | ||
ITA | Sell | ISHARES TRus aer def etf | $3,000 | -57.1% | 30 | -53.1% | 0.01% | -50.0% |
UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $3,000 | – | 110 | +100.0% | 0.01% | – |
GDXJ | VANECK ETF TRUSTjunior gold mine | $3,000 | -40.0% | 103 | 0.0% | 0.01% | -28.6% | |
JPM | Buy | JPMORGAN CHASE & CO | $3,000 | +50.0% | 27 | +50.0% | 0.01% | +66.7% |
SGDJ | SPROTT ETF TRUSTjr gold miners e | $3,000 | -40.0% | 114 | 0.0% | 0.01% | -28.6% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 38 | 0.0% | 0.01% | +25.0% | |
DGRO | ISHARES TRcore div grwth | $3,000 | 0.0% | 62 | 0.0% | 0.01% | +25.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $3,000 | -25.0% | 176 | 0.0% | 0.01% | -16.7% | |
LULU | LULULEMON ATHLETICA INC | $3,000 | -25.0% | 12 | 0.0% | 0.01% | -16.7% | |
SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 72 | 0.0% | 0.01% | +25.0% | |
EES | New | WISDOMTREE TRus smallcap fund | $3,000 | – | 83 | +100.0% | 0.01% | – |
SNOW | SNOWFLAKE INCcl a | $3,000 | -50.0% | 25 | 0.0% | 0.01% | -44.4% | |
MNDY | MONDAY COM LTD | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
FTNT | Buy | FORTINET INC | $2,000 | -33.3% | 40 | +400.0% | 0.00% | -25.0% |
BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $2,000 | – | 34 | +100.0% | 0.00% | – |
TIP | ISHARES TRtips bd etf | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
CAN | CANAAN INCsponsored ads | $2,000 | -33.3% | 520 | 0.0% | 0.00% | -25.0% | |
RBLX | ROBLOX CORPcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MPW | MEDICAL PPTYS TRUST INC | $2,000 | -33.3% | 126 | 0.0% | 0.00% | -25.0% | |
KTF | DWS MUN INCOME TR | $2,000 | -33.3% | 250 | 0.0% | 0.00% | -25.0% | |
EMB | Buy | ISHARES TRjpmorgan usd emg | $2,000 | +100.0% | 19 | +111.1% | 0.00% | +200.0% |
New | WORLD GOLD TRspdr gld minis | $2,000 | – | 62 | +100.0% | 0.00% | – | |
UL | New | UNILEVER PLCspon adr new | $2,000 | – | 51 | +100.0% | 0.00% | – |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 29 | +3.6% | 0.00% | 0.0% |
FB | META PLATFORMS INCcl a | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
ARKK | Sell | ARK ETF TRinnovation etf | $2,000 | -96.7% | 41 | -95.4% | 0.00% | -96.5% |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $2,000 | – | 14 | +100.0% | 0.00% | – |
EFV | Sell | ISHARES TReafe value etf | $2,000 | -95.6% | 53 | -94.1% | 0.00% | -95.3% |
ICLN | ISHARES TRgl clean ene etf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
MVF | BLACKROCK MUNIVEST FD INC | $2,000 | -33.3% | 310 | 0.0% | 0.00% | -25.0% | |
EVRI | Sell | EVERI HLDGS INC | $2,000 | -87.5% | 125 | -84.0% | 0.00% | -87.0% |
HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
SOCL | GLOBAL X FDSsocial med etf | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $2,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
C | CITIGROUP INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
LQD | Buy | ISHARES TRiboxx inv cp etf | $1,000 | – | 5 | +25.0% | 0.00% | – |
FLGT | FULGENT GENETICS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | +100.0% | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | +100.0% | |
IYE | ISHARES TRu.s. energy etf | $1,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $1,000 | – | 204 | +100.0% | 0.00% | – | |
MXI | New | ISHARES TRglobal mater etf | $1,000 | – | 17 | +100.0% | 0.00% | – |
MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -33.3% | |
IQLT | ISHARES TRmsci intl qualty | $1,000 | 0.0% | 23 | 0.0% | 0.00% | +100.0% | |
DXCM | Buy | DEXCOM INC | $1,000 | 0.0% | 8 | +300.0% | 0.00% | +100.0% |
KYNDRYL HLDGS INC | $1,000 | 0.0% | 67 | 0.0% | 0.00% | +100.0% | ||
MRNA | MODERNA INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | +100.0% | |
Buy | CUE HEALTH INC | $1,000 | 0.0% | 231 | +24.9% | 0.00% | +100.0% | |
NNDM | NANO DIMENSION LTDsponsord ads new | $1,000 | 0.0% | 188 | 0.0% | 0.00% | +100.0% | |
NBIX | NEUROCRINE BIOSCIENCES INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | +100.0% | |
NULG | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
NULV | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | 0.0% | 21 | 0.0% | 0.00% | +100.0% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $1,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
OGN | Buy | ORGANON & CO | $1,000 | 0.0% | 37 | +32.1% | 0.00% | +100.0% |
OVV | OVINTIV INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
CTVA | CORTEVA INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | +100.0% | |
COIN | COINBASE GLOBAL INC | $1,000 | -75.0% | 22 | 0.0% | 0.00% | -66.7% | |
RRC | RANGE RES CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
CGC | CANOPY GROWTH CORP | $1,000 | -75.0% | 485 | 0.0% | 0.00% | -66.7% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $1,000 | 0.0% | 8 | 0.0% | 0.00% | +100.0% | |
YCBD | CBDMD INC | $1,000 | -66.7% | 3,051 | 0.0% | 0.00% | -50.0% | |
KOMP | SPDR SER TRs&p kensho new | $1,000 | -50.0% | 36 | 0.0% | 0.00% | -33.3% | |
SLB | SCHLUMBERGER LTD | $1,000 | 0.0% | 33 | 0.0% | 0.00% | +100.0% | |
New | ALPS ETF TR | $1,000 | – | 24 | +100.0% | 0.00% | – | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | +100.0% | |
NOW | SERVICENOW INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
SNAP | SNAP INCcl a | $1,000 | -75.0% | 100 | 0.0% | 0.00% | -66.7% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | +100.0% | |
LUV | Buy | SOUTHWEST AIRLS CO | $1,000 | – | 34 | +466.7% | 0.00% | – |
TTD | THE TRADE DESK INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | +100.0% | |
TLRY | TILRAY BRANDS INC | $1,000 | -50.0% | 260 | 0.0% | 0.00% | -33.3% | |
AQB | AQUABOUNTY TECHNOLOGIES INC | $1,000 | 0.0% | 325 | 0.0% | 0.00% | +100.0% | |
VBIV | VBI VACCINES INC CDA | $1,000 | 0.0% | 736 | 0.0% | 0.00% | +100.0% | |
VALE | VALE S Asponsored ads | $1,000 | -50.0% | 76 | 0.0% | 0.00% | -33.3% | |
VXRT | VAXART INC | $1,000 | -50.0% | 361 | 0.0% | 0.00% | -33.3% | |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
VTRS | Sell | VIATRIS INC | $1,000 | -66.7% | 69 | -76.4% | 0.00% | -50.0% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
NBR | NABORS INDUSTRIES LTD | $1,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $1,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
ASML | ASML HOLDING N V | $1,000 | 0.0% | 2 | 0.0% | 0.00% | +100.0% | |
HUBS | HUBSPOT INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | +100.0% | |
GEVO | GEVO INC | $0 | -100.0% | 170 | 0.0% | 0.00% | -100.0% | |
PATH | UIPATH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
GNRC | New | GENERAC HLDGS INC | $0 | – | 2 | +100.0% | 0.00% | – |
TMQ | TRILOGY METALS INC NEW | $0 | – | 333 | 0.0% | 0.00% | – | |
WAB | Sell | WABTEC | $0 | – | 3 | -40.0% | 0.00% | – |
TTC | TORO CO | $0 | – | 5 | 0.0% | 0.00% | – | |
SKIN | Buy | THE BEAUTY HEALTH COMPANY | $0 | – | 28 | +115.4% | 0.00% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | 1 | +100.0% | 0.00% | – |
New | SYLVAMO CORP | $0 | – | 5 | +100.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | -100.0% | 229 | 0.0% | 0.00% | -100.0% | |
SKLZ | SKILLZ INC | $0 | – | 10 | 0.0% | 0.00% | – | |
SHOP | Buy | SHOPIFY INCcl a | $0 | -100.0% | 10 | +900.0% | 0.00% | -100.0% |
BAND | BANDWIDTH INC | $0 | – | 6 | 0.0% | 0.00% | – | |
SPMD | SPDR SER TRportfolio s&p400 | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% | |
SHELL PLCspon ads | $0 | – | 8 | 0.0% | 0.00% | – | ||
RH | RH | $0 | – | 1 | 0.0% | 0.00% | – | |
ZLAB | ZAI LAB LTDadr | $0 | – | 11 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
W | Exit | WAYFAIR INCcl a | $0 | – | -3 | -100.0% | 0.00% | – |
PINS | PINTEREST INCcl a | $0 | – | 12 | 0.0% | 0.00% | – | |
COUP | COUPA SOFTWARE INC | $0 | – | 2 | 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% | – | |
APPN | APPIAN CORPcl a | $0 | – | 6 | 0.0% | 0.00% | – | |
LOGI | New | LOGITECH INTL S A | $0 | – | 7 | +100.0% | 0.00% | – |
FVRR | FIVERR INTL LTD | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $0 | – | 7 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
AGG | Buy | ISHARES TRcore us aggbd et | $0 | – | 4 | +300.0% | 0.00% | – |
NUMG | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | 0.0% | 0.00% | – | |
NICE | NICE LTDsponsored adr | $0 | – | 2 | 0.0% | 0.00% | – | |
MASI | MASIMO CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
Exit | ZIMVIE INC | $0 | – | -12 | -100.0% | 0.00% | – | |
FL | Exit | FOOT LOCKER INC | $0 | – | -4 | -100.0% | 0.00% | – |
DKNG | Exit | DRAFTKINGS INC | $0 | – | -7 | -100.0% | 0.00% | – |
ZNGA | Exit | ZYNGA INCcl a | $0 | – | -40 | -100.0% | 0.00% | – |
PJT | Exit | PJT PARTNERS INC | $0 | – | -2 | -100.0% | 0.00% | – |
LMND | LEMONADE INC | $0 | – | 10 | 0.0% | 0.00% | – | |
DRAGANFLY INC. | $0 | – | 184 | 0.0% | 0.00% | – | ||
ATVI | ACTIVISION BLIZZARD INC | $0 | – | 6 | 0.0% | 0.00% | – | |
ACRX | ACELRX PHARMACEUTICALS INC | $0 | – | 1,000 | 0.0% | 0.00% | – | |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 3 | +100.0% | 0.00% | – |
ADBE | ADOBE SYSTEMS INCORPORATED | $0 | – | 1 | 0.0% | 0.00% | – | |
VSGX | VANGUARD WORLD FDesg intl stk etf | $0 | – | 6 | 0.0% | 0.00% | – | |
New | DRAFTKINGS INC NEW | $0 | – | 7 | +100.0% | 0.00% | – | |
ALLBIRDS INC | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | ||
AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $0 | – | 2 | 0.0% | 0.00% | – | |
DOCS | New | DOXIMITY INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -164 | -100.0% | -0.00% | – |
DISCA | Exit | DISCOVERY INC | $0 | – | -23 | -100.0% | -0.00% | – |
IUSB | Exit | ISHARES TRcore total usd | $0 | – | -11 | -100.0% | -0.00% | – |
USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -9 | -100.0% | -0.00% | – |
IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -13 | -100.0% | -0.00% | – |
COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -17 | -100.0% | -0.00% | – |
OGIG | Exit | OSI ETF TR | $0 | – | -24 | -100.0% | -0.00% | – |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -5 | -100.0% | -0.00% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -9 | -100.0% | -0.00% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -16 | -100.0% | -0.00% | – |
INTC | Exit | INTEL CORP | $0 | – | -44 | -100.0% | -0.00% | – |
TUEM | Exit | TUESDAY MORNING CORP | $0 | – | -2,130 | -100.0% | -0.00% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -51 | -100.0% | -0.00% | – |
AZO | Exit | AUTOZONE INC | $0 | – | -2 | -100.0% | -0.01% | – |
TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -138 | -100.0% | -0.01% | – |
PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -205 | -100.0% | -0.01% | – |
EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -262 | -100.0% | -0.01% | – |
ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -15 | -100.0% | -0.01% | – |
SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -37 | -100.0% | -0.02% | – |
DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -121 | -100.0% | -0.02% | – |
CTHR | Exit | CHARLES & COLVARD LTD | $0 | – | -7,592 | -100.0% | -0.02% | – |
GIII | Exit | G III APPAREL GROUP LTD | $0 | – | -453 | -100.0% | -0.02% | – |
Exit | FRESHWORKS INC | $0 | – | -684 | -100.0% | -0.02% | – | |
ONTO | Exit | ONTO INNOVATION INC | $0 | – | -137 | -100.0% | -0.02% | – |
KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | -241 | -100.0% | -0.02% | – |
PACW | Exit | PACWEST BANCORP DEL | $0 | – | -281 | -100.0% | -0.02% | – |
RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -107 | -100.0% | -0.02% | – |
DAVA | Exit | ENDAVA PLCads | $0 | – | -97 | -100.0% | -0.02% | – |
FBNC | Exit | FIRST BANCORP N C | $0 | – | -306 | -100.0% | -0.02% | – |
WFC | Exit | WELLS FARGO CO NEW | $0 | – | -261 | -100.0% | -0.02% | – |
SYNA | Exit | SYNAPTICS INC | $0 | – | -64 | -100.0% | -0.02% | – |
CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -114 | -100.0% | -0.02% | – |
ARCC | Exit | ARES CAPITAL CORP | $0 | – | -608 | -100.0% | -0.02% | – |
KEY | Exit | KEYCORP | $0 | – | -568 | -100.0% | -0.02% | – |
AOSL | Exit | ALPHA & OMEGA SEMICONDUCTOR | $0 | – | -233 | -100.0% | -0.02% | – |
TGI | Exit | TRIUMPH GROUP INC NEW | $0 | – | -499 | -100.0% | -0.02% | – |
MTN | Exit | VAIL RESORTS INC | $0 | – | -54 | -100.0% | -0.02% | – |
XNCR | Exit | XENCOR INC | $0 | – | -539 | -100.0% | -0.02% | – |
SMTC | Exit | SEMTECH CORP | $0 | – | -209 | -100.0% | -0.02% | – |
VNOM | Exit | VIPER ENERGY PARTNERS LP | $0 | – | -486 | -100.0% | -0.02% | – |
RVLV | Exit | REVOLVE GROUP INCcl a | $0 | – | -259 | -100.0% | -0.02% | – |
WCC | Exit | WESCO INTL INC | $0 | – | -106 | -100.0% | -0.02% | – |
NET | Exit | CLOUDFLARE INC | $0 | – | -113 | -100.0% | -0.02% | – |
ESTC | Exit | ELASTIC N V | $0 | – | -162 | -100.0% | -0.02% | – |
DIOD | Exit | DIODES INC | $0 | – | -162 | -100.0% | -0.02% | – |
THO | Exit | THOR INDS INC | $0 | – | -179 | -100.0% | -0.02% | – |
ANET | Exit | ARISTA NETWORKS INC | $0 | – | -101 | -100.0% | -0.02% | – |
WEX | Exit | WEX INC | $0 | – | -77 | -100.0% | -0.02% | – |
POWI | Exit | POWER INTEGRATIONS INC | $0 | – | -146 | -100.0% | -0.02% | – |
CDEV | Exit | CENTENNIAL RESOURCE DEV INCcl a | $0 | – | -1,717 | -100.0% | -0.02% | – |
BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -212 | -100.0% | -0.02% | – |
AAWW | Exit | ATLAS AIR WORLDWIDE HLDGS IN | $0 | – | -165 | -100.0% | -0.02% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -77 | -100.0% | -0.02% | – |
Exit | GITLAB INC | $0 | – | -260 | -100.0% | -0.02% | – | |
LOB | Exit | LIVE OAK BANCSHARES INC | $0 | – | -282 | -100.0% | -0.02% | – |
SM | Exit | SM ENERGY CO | $0 | – | -359 | -100.0% | -0.02% | – |
LTHM | Exit | LIVENT CORP | $0 | – | -567 | -100.0% | -0.02% | – |
SGH | Exit | SMART GLOBAL HLDGS INC | $0 | – | -576 | -100.0% | -0.02% | – |
Exit | OLAPLEX HLDGS INC | $0 | – | -940 | -100.0% | -0.02% | – | |
GMS | Exit | GMS INC | $0 | – | -298 | -100.0% | -0.02% | – |
ACLS | Exit | AXCELIS TECHNOLOGIES INC | $0 | – | -196 | -100.0% | -0.02% | – |
RES | Exit | RPC INC | $0 | – | -1,451 | -100.0% | -0.02% | – |
HOLX | Exit | HOLOGIC INC | $0 | – | -195 | -100.0% | -0.02% | – |
LCII | Exit | LCI INDS | $0 | – | -141 | -100.0% | -0.02% | – |
PI | Exit | IMPINJ INC | $0 | – | -231 | -100.0% | -0.02% | – |
Exit | WOLFSPEED INC | $0 | – | -136 | -100.0% | -0.02% | – | |
CHCO | Exit | CITY HLDG CO | $0 | – | -185 | -100.0% | -0.02% | – |
TOWN | Exit | TOWNEBANK PORTSMOUTH VA | $0 | – | -492 | -100.0% | -0.02% | – |
Exit | PERION NETWORK LTD | $0 | – | -647 | -100.0% | -0.02% | – | |
EOG | Exit | EOG RES INC | $0 | – | -122 | -100.0% | -0.02% | – |
EFSC | Exit | ENTERPRISE FINL SVCS CORP | $0 | – | -307 | -100.0% | -0.02% | – |
NMRK | Exit | NEWMARK GROUP INCcl a | $0 | – | -952 | -100.0% | -0.02% | – |
UPST | Exit | UPSTART HLDGS INC | $0 | – | -137 | -100.0% | -0.02% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -26 | -100.0% | -0.02% | – |
PTEN | Exit | PATTERSON-UTI ENERGY INC | $0 | – | -941 | -100.0% | -0.02% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -64 | -100.0% | -0.02% | – |
ALLY | Exit | ALLY FINL INC | $0 | – | -339 | -100.0% | -0.02% | – |
IWM | Exit | ISHARES TRput | $0 | – | -1,700 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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.