$54.8 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 441 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 50.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ESGU | Buy | ISHARES TResg awr msci usa | $3,229,000 | +2.8% | 40,660 | +8.6% | 5.90% | +15.0% |
PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $3,094,000 | -11.7% | 241,682 | -2.2% | 5.65% | -1.2% |
JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $2,564,000 | -10.4% | 52,217 | -10.5% | 4.68% | +0.3% |
JMBS | Sell | JANUS DETROIT STR TRhenderson mtg | $2,533,000 | -10.0% | 56,256 | -4.1% | 4.62% | +0.7% |
GLD | Sell | SPDR GOLD TR | $2,331,000 | -10.0% | 15,070 | -2.0% | 4.26% | +0.7% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,291,000 | -7.7% | 28,655 | -1.4% | 4.18% | +3.3% |
INFL | Buy | LISTED FD TRhorizon kinetics | $1,848,000 | +1.8% | 66,386 | +4.4% | 3.37% | +13.9% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,832,000 | -9.9% | 18,536 | -9.6% | 3.34% | +0.8% |
PMAY | INNOVATOR ETFS TRus eqty pwr buf | $1,804,000 | -1.8% | 67,301 | 0.0% | 3.29% | +9.8% | |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,766,000 | -5.2% | 6,609 | -0.5% | 3.22% | +6.1% |
IEFA | Sell | ISHARES TRcore msci eafe | $1,661,000 | -42.1% | 31,543 | -35.3% | 3.03% | -35.2% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,497,000 | -6.0% | 14,406 | +1.1% | 2.73% | +5.2% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,411,000 | -3.2% | 6,436 | -0.1% | 2.58% | +8.2% |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,396,000 | -6.5% | 3,892 | -1.2% | 2.55% | +4.6% |
PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,373,000 | -2.7% | 48,391 | -0.3% | 2.51% | +8.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,257,000 | -0.3% | 13,248 | +6.8% | 2.30% | +11.5% |
PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $1,054,000 | – | 36,185 | +100.0% | 1.92% | – |
SMDV | Buy | PROSHARES TRruss 2000 divd | $1,038,000 | -0.9% | 18,710 | +5.0% | 1.90% | +10.9% |
VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $988,000 | +47.2% | 6,120 | +55.1% | 1.80% | +64.7% |
HAP | Buy | VANECK ETF TRUSTnatural resourc | $896,000 | +478.1% | 20,679 | +505.9% | 1.64% | +546.6% |
AAPL | Sell | APPLE INC | $861,000 | -0.6% | 6,232 | -1.6% | 1.57% | +11.3% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $820,000 | -10.4% | 13,225 | -0.9% | 1.50% | +0.3% |
XBI | Buy | SPDR SER TRs&p biotech | $798,000 | +16.8% | 10,063 | +9.4% | 1.46% | +30.7% |
EFG | Sell | ISHARES TReafe grwth etf | $780,000 | -36.4% | 10,745 | -29.5% | 1.42% | -28.8% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $727,000 | -8.3% | 10,231 | -3.3% | 1.33% | +2.6% |
IAU | Sell | ISHARES GOLD TRishares new | $638,000 | -10.6% | 20,232 | -2.8% | 1.16% | 0.0% |
VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $594,000 | -18.9% | 4,159 | -12.5% | 1.08% | -9.2% |
BOND | Sell | PIMCO ETF TRactive bd etf | $570,000 | -8.5% | 6,352 | -2.9% | 1.04% | +2.4% |
ORCL | Buy | ORACLE CORP | $550,000 | -12.3% | 9,007 | +0.4% | 1.00% | -1.9% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $446,000 | -10.1% | 11,569 | -6.1% | 0.81% | +0.5% |
CLOU | Sell | GLOBAL X FDS | $433,000 | -3.6% | 27,131 | -0.4% | 0.79% | +7.9% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $425,000 | -2.5% | 17,090 | +0.8% | 0.78% | +9.0% |
HYMB | SPDR SER TRnuveen bloomberg | $416,000 | -6.7% | 8,672 | 0.0% | 0.76% | +4.4% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $379,000 | -9.8% | 20,941 | +1.4% | 0.69% | +1.0% |
IJR | Sell | ISHARES TRcore s&p scp etf | $374,000 | -17.3% | 4,295 | -12.3% | 0.68% | -7.5% |
TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $362,000 | -31.8% | 9,018 | -28.4% | 0.66% | -23.8% |
CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $356,000 | -22.1% | 19,866 | +3.0% | 0.65% | -12.9% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $345,000 | +182.8% | 2,550 | +200.0% | 0.63% | +216.6% |
TSLA | Buy | TESLA INC | $343,000 | +15.1% | 1,293 | +192.5% | 0.63% | +28.8% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $334,000 | +92.0% | 4,165 | +118.2% | 0.61% | +114.8% |
UNP | UNION PAC CORP | $311,000 | -8.8% | 1,597 | 0.0% | 0.57% | +2.0% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $301,000 | +502.0% | 8,623 | +587.1% | 0.55% | +570.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $289,000 | -27.2% | 809 | -23.0% | 0.53% | -18.5% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $278,000 | +6.1% | 8,970 | +18.9% | 0.51% | +18.7% |
SPLG | SPDR SER TRportfolio s&p500 | $228,000 | -5.0% | 5,418 | 0.0% | 0.42% | +6.1% | |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $197,000 | -35.0% | 7,001 | -27.4% | 0.36% | -27.3% |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $180,000 | -2.2% | 675 | 0.0% | 0.33% | +9.7% | |
COKE | COCA COLA CONS INC | $178,000 | -27.0% | 433 | 0.0% | 0.32% | -18.3% | |
MUB | Buy | ISHARES TRnational mun etf | $176,000 | +10.7% | 1,718 | +15.2% | 0.32% | +23.9% |
NVR | NVR INC | $171,000 | -0.6% | 43 | 0.0% | 0.31% | +11.0% | |
ESGE | Sell | ISHARES INCesg awr msci em | $159,000 | -67.5% | 5,755 | -61.9% | 0.29% | -63.7% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $159,000 | +3.2% | 3,754 | +9.1% | 0.29% | +15.5% |
D | DOMINION ENERGY INC | $152,000 | -13.1% | 2,197 | 0.0% | 0.28% | -2.8% | |
XOM | Buy | EXXON MOBIL CORP | $141,000 | +11.0% | 1,611 | +8.4% | 0.26% | +24.2% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $129,000 | -8.5% | 1,012 | -3.9% | 0.24% | +2.6% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $126,000 | -5.3% | 1,671 | +0.8% | 0.23% | +6.0% |
ATI | Sell | ATI INC | $124,000 | +4.2% | 4,660 | -10.7% | 0.23% | +16.5% |
RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $120,000 | +0.8% | 1,960 | +1.3% | 0.22% | +12.9% |
ACWI | Sell | ISHARES TRmsci acwi etf | $119,000 | -13.8% | 1,534 | -6.8% | 0.22% | -3.6% |
CVX | Sell | CHEVRON CORP NEW | $107,000 | -10.1% | 745 | -9.3% | 0.20% | +0.5% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $100,000 | +35.1% | 1,106 | +41.4% | 0.18% | +51.2% |
TFLO | New | ISHARES TRtrs flt rt bd | $93,000 | – | 1,841 | +100.0% | 0.17% | – |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $91,000 | +24.7% | 1,437 | +25.4% | 0.17% | +39.5% |
HON | HONEYWELL INTL INC | $91,000 | -4.2% | 547 | 0.0% | 0.17% | +7.1% | |
FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $87,000 | -2.2% | 2,600 | 0.0% | 0.16% | +9.7% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $84,000 | +29.2% | 704 | +36.7% | 0.15% | +44.3% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $82,000 | +10.8% | 811 | +15.7% | 0.15% | +24.0% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $82,000 | +22.4% | 993 | +31.2% | 0.15% | +37.6% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $76,000 | -15.6% | 643 | +0.6% | 0.14% | -5.4% |
YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $74,000 | -8.6% | 4,350 | 0.0% | 0.14% | +2.3% | |
PFF | Sell | ISHARES TRpfd and incm sec | $73,000 | -64.6% | 2,303 | -63.2% | 0.13% | -60.4% |
PUTW | WISDOMTREE TRcboe s&p 500 | $70,000 | -7.9% | 2,364 | 0.0% | 0.13% | +3.2% | |
AMZN | Sell | AMAZON COM INC | $69,000 | -22.5% | 615 | -26.8% | 0.13% | -13.1% |
JNJ | JOHNSON & JOHNSON | $65,000 | -7.1% | 397 | 0.0% | 0.12% | +4.4% | |
CSCO | Buy | CISCO SYS INC | $64,000 | -5.9% | 1,593 | +0.1% | 0.12% | +5.4% |
UPS | UNITED PARCEL SERVICE INCcl b | $62,000 | -11.4% | 384 | 0.0% | 0.11% | -0.9% | |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $61,000 | +1.7% | 2,644 | -0.0% | 0.11% | +13.3% |
TFC | TRUIST FINL CORP | $61,000 | -7.6% | 1,391 | 0.0% | 0.11% | +2.8% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $61,000 | -12.9% | 1,327 | 0.0% | 0.11% | -2.6% | |
IWF | Sell | ISHARES TRrus 1000 grw etf | $60,000 | -17.8% | 283 | -15.0% | 0.11% | -7.6% |
IWD | Sell | ISHARES TRrus 1000 val etf | $54,000 | -21.7% | 400 | -15.4% | 0.10% | -12.4% |
ABBV | Buy | ABBVIE INC | $53,000 | -11.7% | 394 | +1.0% | 0.10% | -1.0% |
MRK | Buy | MERCK & CO INC | $52,000 | -3.7% | 601 | +0.7% | 0.10% | +8.0% |
EFA | Sell | ISHARES TRmsci eafe etf | $50,000 | -90.2% | 892 | -89.0% | 0.09% | -89.0% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $49,000 | +6.5% | 811 | +9.9% | 0.09% | +18.7% |
ITM | VANECK ETF TRUSTintrmdt muni etf | $42,000 | -4.5% | 966 | 0.0% | 0.08% | +6.9% | |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | 0.0% | 329 | +5.1% | 0.07% | +12.3% |
MMM | 3M CO | $37,000 | -14.0% | 333 | 0.0% | 0.07% | -2.9% | |
RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $37,000 | -96.5% | 717 | -96.4% | 0.07% | -96.1% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $37,000 | -7.5% | 257 | -12.6% | 0.07% | +4.6% |
SGOL | ABRDN GOLD ETF TRUST | $36,000 | -7.7% | 2,250 | 0.0% | 0.07% | +3.1% | |
MLN | VANECK ETF TRUSTlong muni etf | $35,000 | -5.4% | 2,080 | 0.0% | 0.06% | +6.7% | |
JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $34,000 | – | 685 | +100.0% | 0.06% | – |
ABT | Buy | ABBOTT LABS | $34,000 | -10.5% | 349 | +0.6% | 0.06% | 0.0% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $33,000 | -45.0% | 661 | -42.7% | 0.06% | -38.8% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $33,000 | -5.7% | 728 | +0.7% | 0.06% | +5.3% |
SUSA | ISHARES TRmsci usa esg slc | $29,000 | -6.5% | 382 | 0.0% | 0.05% | +3.9% | |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $29,000 | +11.5% | 378 | +18.5% | 0.05% | +26.2% |
LGLV | Buy | SPDR SER TRssga us lrg etf | $28,000 | -6.7% | 228 | +0.4% | 0.05% | +4.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $28,000 | -6.7% | 225 | +0.4% | 0.05% | +4.1% |
KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $28,000 | -26.3% | 567 | -23.3% | 0.05% | -17.7% |
SGDM | SPROTT ETF TRUSTgold miners etf | $28,000 | -12.5% | 1,324 | 0.0% | 0.05% | -1.9% | |
IWR | Sell | ISHARES TRrus mid cap etf | $27,000 | -77.9% | 440 | -76.6% | 0.05% | -75.4% |
USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $27,000 | -15.6% | 820 | 0.0% | 0.05% | -5.8% | |
VLUE | Buy | ISHARES TRmsci usa value | $26,000 | -10.3% | 322 | +0.3% | 0.05% | 0.0% |
AOR | ISHARES TRgrwt allocat etf | $25,000 | -7.4% | 562 | 0.0% | 0.05% | +4.5% | |
PFE | Sell | PFIZER INC | $25,000 | -79.8% | 565 | -76.1% | 0.05% | -77.2% |
FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $25,000 | -10.7% | 805 | 0.0% | 0.05% | 0.0% | |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $24,000 | -11.1% | 920 | 0.0% | 0.04% | 0.0% | |
IVE | ISHARES TRs&p 500 val etf | $24,000 | -4.0% | 183 | 0.0% | 0.04% | +7.3% | |
Buy | PROSHARES TRbitcoin strate | $23,000 | +27.8% | 1,886 | +24.7% | 0.04% | +44.8% | |
OUNZ | VANECK MERK GOLD TRgold trust | $23,000 | -8.0% | 1,400 | 0.0% | 0.04% | +2.4% | |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $22,000 | -4.3% | 227 | +0.4% | 0.04% | +5.3% |
SLV | ISHARES SILVER TRishares | $22,000 | -8.3% | 1,280 | 0.0% | 0.04% | +2.6% | |
ADSK | Sell | AUTODESK INC | $22,000 | +4.8% | 120 | -1.6% | 0.04% | +17.6% |
UCO | Buy | PROSHARES TR IIulta blmbg 2017 | $22,000 | -18.5% | 838 | +28.5% | 0.04% | -9.1% |
LTHM | New | LIVENT CORP | $21,000 | – | 671 | +100.0% | 0.04% | – |
AOA | ISHARES TRaggres alloc etf | $21,000 | -4.5% | 375 | 0.0% | 0.04% | +5.6% | |
NWBI | Buy | NORTHWEST BANCSHARES INC MD | $21,000 | +133.3% | 1,521 | +116.4% | 0.04% | +153.3% |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $20,000 | +25.0% | 3,030 | +33.2% | 0.04% | +42.3% |
LOW | Buy | LOWES COS INC | $20,000 | +5.3% | 107 | +0.9% | 0.04% | +19.4% |
HD | HOME DEPOT INC | $20,000 | +5.3% | 71 | 0.0% | 0.04% | +19.4% | |
NVDA | Buy | NVIDIA CORPORATION | $18,000 | -5.3% | 150 | +19.0% | 0.03% | +6.5% |
BIZD | New | VANECK ETF TRUST | $18,000 | – | 1,312 | +100.0% | 0.03% | – |
DIS | DISNEY WALT CO | $16,000 | 0.0% | 165 | 0.0% | 0.03% | +11.5% | |
O | Buy | REALTY INCOME CORP | $16,000 | -15.8% | 281 | +1.1% | 0.03% | -6.5% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $16,000 | -5.9% | 96 | -3.0% | 0.03% | +3.6% |
WMT | Buy | WALMART INC | $16,000 | +166.7% | 122 | +134.6% | 0.03% | +190.0% |
HQY | HEALTHEQUITY INC | $16,000 | +6.7% | 245 | 0.0% | 0.03% | +20.8% | |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $15,000 | +15.4% | 145 | +11.5% | 0.03% | +28.6% |
GENERAL ELECTRIC CO | $14,000 | 0.0% | 220 | 0.0% | 0.03% | +13.0% | ||
PBF | New | PBF ENERGY INCcl a | $14,000 | – | 389 | +100.0% | 0.03% | – |
KB | Buy | KB FINL GROUP INCsponsored adr | $14,000 | -17.6% | 458 | +0.7% | 0.03% | -7.1% |
CTRE | New | CARETRUST REIT INC | $13,000 | – | 705 | +100.0% | 0.02% | – |
AOM | ISHARES TRmodert alloc etf | $13,000 | -7.1% | 358 | 0.0% | 0.02% | +4.3% | |
BIIB | New | BIOGEN INC | $13,000 | – | 50 | +100.0% | 0.02% | – |
SWCH | Buy | SWITCH INCcl a | $13,000 | 0.0% | 399 | +0.3% | 0.02% | +14.3% |
ANET | New | ARISTA NETWORKS INC | $13,000 | – | 113 | +100.0% | 0.02% | – |
COP | CONOCOPHILLIPS | $13,000 | +18.2% | 124 | 0.0% | 0.02% | +33.3% | |
IVW | ISHARES TRs&p 500 grwt etf | $13,000 | -7.1% | 225 | 0.0% | 0.02% | +4.3% | |
ABNB | Sell | AIRBNB INC | $13,000 | -45.8% | 125 | -54.4% | 0.02% | -38.5% |
SM | New | SM ENERGY CO | $12,000 | – | 331 | +100.0% | 0.02% | – |
ESTE | Buy | EARTHSTONE ENERGY INCcl a | $12,000 | +9.1% | 979 | +20.9% | 0.02% | +22.2% |
DUK | Buy | DUKE ENERGY CORP NEW | $12,000 | -14.3% | 133 | +0.8% | 0.02% | -4.3% |
DV | New | DOUBLEVERIFY HLDGS INC | $12,000 | – | 438 | +100.0% | 0.02% | – |
CFR | Sell | CULLEN FROST BANKERS INC | $12,000 | -14.3% | 89 | -23.3% | 0.02% | -4.3% |
BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,000 | 0.0% | 132 | +0.8% | 0.02% | +10.0% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $12,000 | -7.7% | 180 | +0.6% | 0.02% | +4.8% |
WSM | Sell | WILLIAMS SONOMA INC | $12,000 | -7.7% | 100 | -12.3% | 0.02% | +4.8% |
NOV | New | NOV INC | $12,000 | – | 770 | +100.0% | 0.02% | – |
STNG | Sell | SCORPIO TANKERS INC | $12,000 | -14.3% | 281 | -31.0% | 0.02% | -4.3% |
NBIX | Buy | NEUROCRINE BIOSCIENCES INC | $12,000 | +1100.0% | 113 | +1312.5% | 0.02% | +1000.0% |
LULU | Buy | LULULEMON ATHLETICA INC | $12,000 | +300.0% | 44 | +266.7% | 0.02% | +340.0% |
R | New | RYDER SYS INC | $12,000 | – | 157 | +100.0% | 0.02% | – |
PTEN | New | PATTERSON-UTI ENERGY INC | $11,000 | – | 938 | +100.0% | 0.02% | – |
HUBG | Sell | HUB GROUP INCcl a | $11,000 | -21.4% | 153 | -23.1% | 0.02% | -13.0% |
GDYN | New | GRID DYNAMICS HLDGS INCcl a | $11,000 | – | 580 | +100.0% | 0.02% | – |
XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $11,000 | -54.2% | 228 | -51.0% | 0.02% | -48.7% |
AMLP | Buy | ALPS ETF TRalerian mlp | $11,000 | +10.0% | 289 | +1.8% | 0.02% | +25.0% |
SBCF | Sell | SEACOAST BKG CORP FLA | $11,000 | -21.4% | 350 | -19.9% | 0.02% | -13.0% |
F | Buy | FORD MTR CO DEL | $11,000 | +120.0% | 962 | +111.0% | 0.02% | +150.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $11,000 | -35.3% | 120 | +1400.0% | 0.02% | -28.6% |
HUBB | Sell | HUBBELL INC | $11,000 | -21.4% | 50 | -35.9% | 0.02% | -13.0% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $11,000 | -8.3% | 76 | -3.8% | 0.02% | 0.0% |
HAL | Buy | HALLIBURTON CO | $11,000 | -15.4% | 429 | +6.2% | 0.02% | -4.8% |
SLB | Buy | SCHLUMBERGER LTD | $11,000 | +1000.0% | 297 | +800.0% | 0.02% | +900.0% |
ON | Sell | ON SEMICONDUCTOR CORP | $11,000 | -8.3% | 171 | -27.8% | 0.02% | 0.0% |
MCK | Buy | MCKESSON CORP | $11,000 | +37.5% | 33 | +26.9% | 0.02% | +53.8% |
LSCC | Sell | LATTICE SEMICONDUCTOR CORP | $11,000 | -15.4% | 225 | -14.1% | 0.02% | -4.8% |
ONB | New | OLD NATL BANCORP IND | $11,000 | – | 675 | +100.0% | 0.02% | – |
NOG | New | NORTHERN OIL AND GAS INC MN | $11,000 | – | 398 | +100.0% | 0.02% | – |
ZS | Sell | ZSCALER INC | $11,000 | -15.4% | 67 | -20.2% | 0.02% | -4.8% |
CSL | New | CARLISLE COS INC | $11,000 | – | 41 | +100.0% | 0.02% | – |
Sell | HASHICORP INC | $11,000 | 0.0% | 334 | -14.1% | 0.02% | +11.1% | |
RNST | New | RENASANT CORP | $11,000 | – | 343 | +100.0% | 0.02% | – |
ASB | New | ASSOCIATED BANC CORP | $11,000 | – | 563 | +100.0% | 0.02% | – |
BANR | New | BANNER CORP | $11,000 | – | 187 | +100.0% | 0.02% | – |
NEX | Buy | NEXTIER OILFIELD SOLUTIONS | $11,000 | -8.3% | 1,451 | +16.4% | 0.02% | 0.0% |
HBAN | New | HUNTINGTON BANCSHARES INC | $11,000 | – | 822 | +100.0% | 0.02% | – |
New | PERMIAN RESOURCES CORP | $11,000 | – | 1,575 | +100.0% | 0.02% | – | |
BIV | VANGUARD BD INDEX FDSintermed term | $11,000 | -8.3% | 153 | 0.0% | 0.02% | 0.0% | |
INSW | New | INTERNATIONAL SEAWAYS INC | $11,000 | – | 309 | +100.0% | 0.02% | – |
AOK | ISHARES TRconser alloc etf | $11,000 | 0.0% | 331 | 0.0% | 0.02% | +11.1% | |
LRCX | New | LAM RESEARCH CORP | $10,000 | – | 26 | +100.0% | 0.02% | – |
MPWR | Buy | MONOLITHIC PWR SYS INC | $10,000 | +11.1% | 27 | +17.4% | 0.02% | +20.0% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $10,000 | -16.7% | 169 | -17.2% | 0.02% | -10.0% |
AMWD | New | AMERICAN WOODMARK CORPORATIO | $10,000 | – | 217 | +100.0% | 0.02% | – |
LNTH | New | LANTHEUS HLDGS INC | $10,000 | – | 144 | +100.0% | 0.02% | – |
ACLS | New | AXCELIS TECHNOLOGIES INC | $10,000 | – | 165 | +100.0% | 0.02% | – |
PFS | Sell | PROVIDENT FINL SVCS INC | $10,000 | -28.6% | 499 | -23.0% | 0.02% | -21.7% |
EWBC | New | EAST WEST BANCORP INC | $10,000 | – | 153 | +100.0% | 0.02% | – |
PI | New | IMPINJ INC | $10,000 | – | 119 | +100.0% | 0.02% | – |
MGY | Sell | MAGNOLIA OIL & GAS CORPcl a | $10,000 | -9.1% | 530 | -2.6% | 0.02% | 0.0% |
TNK | New | TEEKAY TANKERS LTDcl a | $10,000 | – | 372 | +100.0% | 0.02% | – |
PSTG | Sell | PURE STORAGE INCcl a | $10,000 | -16.7% | 371 | -19.2% | 0.02% | -10.0% |
ENPH | Sell | ENPHASE ENERGY INC | $10,000 | -16.7% | 35 | -41.7% | 0.02% | -10.0% |
TITN | New | TITAN MACHY INC | $10,000 | – | 368 | +100.0% | 0.02% | – |
JBHT | Sell | HUNT J B TRANS SVCS INC | $10,000 | -23.1% | 61 | -23.8% | 0.02% | -14.3% |
DRH | New | DIAMONDROCK HOSPITALITY CO | $10,000 | – | 1,287 | +100.0% | 0.02% | – |
FNB | New | F N B CORP | $10,000 | – | 835 | +100.0% | 0.02% | – |
NVT | New | NVENT ELECTRIC PLC | $10,000 | – | 311 | +100.0% | 0.02% | – |
CCRN | Sell | CROSS CTRY HEALTHCARE INC | $10,000 | -23.1% | 352 | -42.2% | 0.02% | -14.3% |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $10,000 | -16.7% | 544 | 0.0% | 0.02% | -10.0% | |
Sell | CORE & MAIN INCcl a | $10,000 | -16.7% | 448 | -19.9% | 0.02% | -10.0% | |
ZION | Sell | ZIONS BANCORPORATION N A | $10,000 | -23.1% | 203 | -22.8% | 0.02% | -14.3% |
CLR | New | CONTINENTAL RES INC | $10,000 | – | 156 | +100.0% | 0.02% | – |
FFBC | New | FIRST FINL BANCORP OH | $10,000 | – | 484 | +100.0% | 0.02% | – |
CMA | New | COMERICA INC | $10,000 | – | 142 | +100.0% | 0.02% | – |
CLH | New | CLEAN HARBORS INC | $10,000 | – | 93 | +100.0% | 0.02% | – |
OXM | Sell | OXFORD INDS INC | $10,000 | -9.1% | 106 | -11.7% | 0.02% | 0.0% |
COG | New | COTERRA ENERGY INC | $10,000 | – | 396 | +100.0% | 0.02% | – |
ALB | Sell | ALBEMARLE CORP | $10,000 | -23.1% | 36 | -41.0% | 0.02% | -14.3% |
CVS | CVS HEALTH CORP | $10,000 | 0.0% | 104 | 0.0% | 0.02% | +12.5% | |
URI | Sell | UNITED RENTALS INC | $10,000 | -16.7% | 37 | -22.9% | 0.02% | -10.0% |
BA | Sell | BOEING CO | $10,000 | -80.8% | 83 | -78.3% | 0.02% | -78.8% |
BILL | New | BILL COM HLDGS INC | $10,000 | – | 78 | +100.0% | 0.02% | – |
ADI | Sell | ANALOG DEVICES INC | $10,000 | -23.1% | 73 | -19.8% | 0.02% | -14.3% |
New | GITLAB INC | $10,000 | – | 200 | +100.0% | 0.02% | – | |
WCC | New | WESCO INTL INC | $10,000 | – | 83 | +100.0% | 0.02% | – |
ISCV | Buy | ISHARES TRmrning sm cp etf | $10,000 | -9.1% | 218 | +0.5% | 0.02% | 0.0% |
BECN | Sell | BEACON ROOFING SUPPLY INC | $10,000 | -16.7% | 183 | -23.1% | 0.02% | -10.0% |
LECO | New | LINCOLN ELEC HLDGS INC | $10,000 | – | 78 | +100.0% | 0.02% | – |
GTHX | New | G1 THERAPEUTICS INC | $10,000 | – | 819 | +100.0% | 0.02% | – |
SLAB | Sell | SILICON LABORATORIES INC | $10,000 | -28.6% | 84 | -13.4% | 0.02% | -21.7% |
SKY | Sell | SKYLINE CHAMPION CORPORATION | $10,000 | -9.1% | 186 | -20.5% | 0.02% | 0.0% |
OZK | New | BANK OZK | $10,000 | – | 249 | +100.0% | 0.02% | – |
WCLD | Sell | WISDOMTREE TR | $10,000 | -16.7% | 366 | -15.3% | 0.02% | -10.0% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,000 | 0.0% | 133 | 0.0% | 0.02% | +12.5% | |
WTFC | New | WINTRUST FINL CORP | $10,000 | – | 128 | +100.0% | 0.02% | – |
LKFN | New | LAKELAND FINL CORP | $9,000 | – | 126 | +100.0% | 0.02% | – |
CSX | New | CSX CORP | $9,000 | – | 353 | +100.0% | 0.02% | – |
CNC | Sell | CENTENE CORP DEL | $9,000 | -40.0% | 122 | -31.5% | 0.02% | -33.3% |
TEL | New | TE CONNECTIVITY LTD | $9,000 | – | 86 | +100.0% | 0.02% | – |
TZA | New | DIREXION SHS ETF TRdaily sm cp bear | $9,000 | – | 200 | +100.0% | 0.02% | – |
ETN | New | EATON CORP PLC | $9,000 | – | 70 | +100.0% | 0.02% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $9,000 | – | 385 | +100.0% | 0.02% | – |
GMS | New | GMS INC | $9,000 | – | 223 | +100.0% | 0.02% | – |
TEAM | New | ATLASSIAN CORP PLCcl a | $9,000 | – | 45 | +100.0% | 0.02% | – |
MILN | Buy | GLOBAL X FDSmillennial consu | $9,000 | +28.6% | 336 | +34.4% | 0.02% | +45.5% |
AEIS | New | ADVANCED ENERGY INDS | $9,000 | – | 121 | +100.0% | 0.02% | – |
SMLF | Buy | ISHARES TRmsci usa sml cp | $9,000 | -10.0% | 205 | +0.5% | 0.02% | 0.0% |
KLAC | New | KLA CORP | $9,000 | – | 31 | +100.0% | 0.02% | – |
KMB | KIMBERLY-CLARK CORP | $9,000 | -18.2% | 78 | 0.0% | 0.02% | -11.1% | |
LUCID GROUP INC | $9,000 | -18.2% | 645 | 0.0% | 0.02% | -11.1% | ||
MRTN | Sell | MARTEN TRANS LTD | $9,000 | -30.8% | 450 | -43.1% | 0.02% | -23.8% |
NFLX | NETFLIX INC | $9,000 | +50.0% | 37 | 0.0% | 0.02% | +60.0% | |
NG | NOVAGOLD RES INC | $9,000 | -10.0% | 2,000 | 0.0% | 0.02% | 0.0% | |
OMF | New | ONEMAIN HLDGS INC | $9,000 | – | 295 | +100.0% | 0.02% | – |
BTEC | Sell | PRINCIPAL EXCHANGE TRADED FDprin hlthcre inv | $9,000 | -80.0% | 249 | -82.2% | 0.02% | -78.1% |
RF | New | REGIONS FINANCIAL CORP NEW | $9,000 | – | 458 | +100.0% | 0.02% | – |
ROP | ROPER TECHNOLOGIES INC | $9,000 | -10.0% | 25 | 0.0% | 0.02% | 0.0% | |
SPLK | New | SPLUNK INC | $9,000 | – | 119 | +100.0% | 0.02% | – |
TTMI | New | TTM TECHNOLOGIES INC | $9,000 | – | 690 | +100.0% | 0.02% | – |
BBY | Buy | BEST BUY INC | $8,000 | 0.0% | 119 | +1.7% | 0.02% | +15.4% |
PG | PROCTER AND GAMBLE CO | $8,000 | -11.1% | 63 | 0.0% | 0.02% | 0.0% | |
BCE | BCE INC | $8,000 | -11.1% | 185 | 0.0% | 0.02% | 0.0% | |
CTVA | Buy | CORTEVA INC | $8,000 | +700.0% | 138 | +1154.5% | 0.02% | +650.0% |
IWM | Sell | ISHARES TRrussell 2000 etf | $8,000 | -93.0% | 47 | -93.1% | 0.02% | -92.0% |
CL | COLGATE PALMOLIVE CO | $8,000 | -11.1% | 118 | 0.0% | 0.02% | 0.0% | |
NKE | Sell | NIKE INCcl b | $8,000 | -38.5% | 102 | -18.4% | 0.02% | -28.6% |
IIM | INVESCO VALUE MUN INCOME TR | $8,000 | -11.1% | 695 | 0.0% | 0.02% | 0.0% | |
GNOM | GLOBAL X FDSgenomic biotech | $7,000 | 0.0% | 537 | 0.0% | 0.01% | +18.2% | |
LIT | GLOBAL X FDSlithium btry etf | $7,000 | -12.5% | 112 | 0.0% | 0.01% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $7,000 | 0.0% | 89 | 0.0% | 0.01% | +18.2% | |
BTI | New | BRITISH AMERN TOB PLCsponsored adr | $7,000 | – | 200 | +100.0% | 0.01% | – |
ICF | ISHARES TRcohen steer reit | $7,000 | -12.5% | 135 | 0.0% | 0.01% | 0.0% | |
PCOR | PROCORE TECHNOLOGIES INC | $7,000 | 0.0% | 149 | 0.0% | 0.01% | +18.2% | |
AGI | ALAMOS GOLD INC NEW | $7,000 | 0.0% | 935 | 0.0% | 0.01% | +18.2% | |
New | CRESCENT ENERGY COMPANY | $7,000 | – | 495 | +100.0% | 0.01% | – | |
GWW | Sell | GRAINGER W W INC | $7,000 | -22.2% | 15 | -25.0% | 0.01% | -13.3% |
QCOM | Sell | QUALCOMM INC | $7,000 | -66.7% | 63 | -61.6% | 0.01% | -61.8% |
MGM | MGM RESORTS INTERNATIONAL | $7,000 | 0.0% | 230 | 0.0% | 0.01% | +18.2% | |
ULTA | Sell | ULTA BEAUTY INC | $7,000 | -41.7% | 18 | -41.9% | 0.01% | -35.0% |
BX | Sell | BLACKSTONE INC | $6,000 | -45.5% | 69 | -41.5% | 0.01% | -38.9% |
IYT | ISHARES TRus trsprtion | $6,000 | 0.0% | 28 | 0.0% | 0.01% | +10.0% | |
SONY | SONY GROUP CORPORATIONsponsored adr | $6,000 | -25.0% | 97 | 0.0% | 0.01% | -15.4% | |
PPL | PPL CORP | $6,000 | 0.0% | 226 | 0.0% | 0.01% | +10.0% | |
CRM | Buy | SALESFORCE INC | $6,000 | -14.3% | 43 | +2.4% | 0.01% | 0.0% |
AY | ATLANTICA SUSTAINABLE INFR P | $6,000 | -25.0% | 246 | 0.0% | 0.01% | -15.4% | |
LMT | LOCKHEED MARTIN CORP | $6,000 | 0.0% | 14 | 0.0% | 0.01% | +10.0% | |
DOCU | Buy | DOCUSIGN INC | $5,000 | 0.0% | 95 | +4.4% | 0.01% | +12.5% |
BSM | New | BLACK STONE MINERALS L P | $5,000 | – | 315 | +100.0% | 0.01% | – |
SAND | SANDSTORM GOLD LTD | $5,000 | -16.7% | 1,000 | 0.0% | 0.01% | -10.0% | |
CAT | CATERPILLAR INC | $5,000 | 0.0% | 30 | 0.0% | 0.01% | +12.5% | |
XLF | SELECT SECTOR SPDR TRfinancial | $5,000 | 0.0% | 151 | 0.0% | 0.01% | +12.5% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $5,000 | -16.7% | 244 | 0.0% | 0.01% | -10.0% | |
PSN | PARSONS CORP DEL | $5,000 | 0.0% | 125 | 0.0% | 0.01% | +12.5% | |
IAGG | ISHARES TRcore intl aggr | $5,000 | 0.0% | 95 | 0.0% | 0.01% | +12.5% | |
ESGD | ISHARES TResg aw msci eafe | $5,000 | 0.0% | 82 | 0.0% | 0.01% | +12.5% | |
IDXX | IDEXX LABS INC | $5,000 | 0.0% | 14 | 0.0% | 0.01% | +12.5% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $5,000 | -16.7% | 89 | 0.0% | 0.01% | -10.0% | |
UBSI | UNITED BANKSHARES INC WEST V | $5,000 | 0.0% | 149 | 0.0% | 0.01% | +12.5% | |
IEUS | ISHARES TRdevsmcp exna etf | $5,000 | -16.7% | 127 | 0.0% | 0.01% | -10.0% | |
FINX | Sell | GLOBAL X FDSfintech etf | $5,000 | -37.5% | 230 | -38.7% | 0.01% | -30.8% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,000 | 0.0% | 125 | 0.0% | 0.01% | +12.5% | |
XAR | Sell | SPDR SER TRaerospace def | $5,000 | -28.6% | 50 | -31.5% | 0.01% | -18.2% |
GOOG | Buy | ALPHABET INCcap stk cl c | $4,000 | 0.0% | 40 | +1900.0% | 0.01% | 0.0% |
MA | MASTERCARD INCORPORATEDcl a | $4,000 | -20.0% | 15 | 0.0% | 0.01% | -12.5% | |
REGL | PROSHARES TRs&p mdcp 400 div | $4,000 | 0.0% | 66 | 0.0% | 0.01% | 0.0% | |
NEM | Buy | NEWMONT CORP | $4,000 | -33.3% | 106 | +8.2% | 0.01% | -30.0% |
SNOW | SNOWFLAKE INCcl a | $4,000 | +33.3% | 25 | 0.0% | 0.01% | +40.0% | |
BBW | BUILD-A-BEAR WORKSHOP INC | $4,000 | -20.0% | 287 | 0.0% | 0.01% | -12.5% | |
PPH | Buy | VANECK ETF TRUSTpharmaceutcl etf | $4,000 | +33.3% | 63 | +61.5% | 0.01% | +40.0% |
GURU | Buy | GLOBAL X FDSglb x guru index | $4,000 | 0.0% | 123 | +0.8% | 0.01% | 0.0% |
GM | GENERAL MTRS CO | $4,000 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $4,000 | -20.0% | 24 | 0.0% | 0.01% | -12.5% | |
V | VISA INC | $4,000 | -20.0% | 25 | 0.0% | 0.01% | -12.5% | |
KKR | KKR & CO INC | $4,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% | |
ABR | New | ARBOR REALTY TRUST INC | $4,000 | – | 352 | +100.0% | 0.01% | – |
RTX | RAYTHEON TECHNOLOGIES CORP | $4,000 | -20.0% | 48 | 0.0% | 0.01% | -12.5% | |
GS | GOLDMAN SACHS GROUP INC | $4,000 | 0.0% | 15 | 0.0% | 0.01% | 0.0% | |
CZR | CAESARS ENTERTAINMENT INC NE | $4,000 | -20.0% | 128 | 0.0% | 0.01% | -12.5% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $3,000 | 0.0% | 38 | 0.0% | 0.01% | 0.0% | |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $3,000 | -84.2% | 63 | -83.8% | 0.01% | -83.9% |
DGRO | ISHARES TRcore div grwth | $3,000 | 0.0% | 62 | 0.0% | 0.01% | 0.0% | |
SHYG | ISHARES TR0-5yr hi yl cp | $3,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% | |
ITA | ISHARES TRus aer def etf | $3,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
DSI | ISHARES TRmsci kld400 soc | $3,000 | 0.0% | 39 | 0.0% | 0.01% | 0.0% | |
HYG | ISHARES TRiboxx hi yd etf | $3,000 | 0.0% | 46 | 0.0% | 0.01% | 0.0% | |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $3,000 | 0.0% | 102 | +2.0% | 0.01% | 0.0% |
IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 23 | 0.0% | 0.01% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $3,000 | -25.0% | 104 | 0.0% | 0.01% | -28.6% | |
INTC | New | INTEL CORP | $3,000 | – | 125 | +100.0% | 0.01% | – |
SGDJ | SPROTT ETF TRUSTjr gold miners e | $3,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,000 | -83.3% | 85 | -80.7% | 0.01% | -82.8% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $3,000 | -81.2% | 40 | -80.5% | 0.01% | -80.8% |
SENT | Sell | ADVISORSHARES TRalpha dna equity | $3,000 | -97.3% | 140 | -97.4% | 0.01% | -97.2% |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
CAG | Buy | CONAGRA BRANDS INC | $3,000 | 0.0% | 84 | +1.2% | 0.01% | 0.0% |
KO | COCA COLA CO | $3,000 | -25.0% | 57 | 0.0% | 0.01% | -28.6% | |
HEDJ | WISDOMTREE TReurope hedged eq | $3,000 | 0.0% | 47 | 0.0% | 0.01% | 0.0% | |
BFLY | New | BUTTERFLY NETWORK INC | $2,000 | – | 457 | +100.0% | 0.00% | – |
CAN | CANAAN INCsponsored ads | $2,000 | 0.0% | 520 | 0.0% | 0.00% | +33.3% | |
XLE | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 29 | 0.0% | 0.00% | +33.3% | |
ARKG | Sell | ARK ETF TRgenomic rev etf | $2,000 | -33.3% | 63 | -35.1% | 0.00% | -20.0% |
MVF | BLACKROCK MUNIVEST FD INC | $2,000 | 0.0% | 310 | 0.0% | 0.00% | +33.3% | |
MNDY | MONDAY COM LTD | $2,000 | 0.0% | 15 | 0.0% | 0.00% | +33.3% | |
XLC | New | SELECT SECTOR SPDR TR | $2,000 | – | 34 | +100.0% | 0.00% | – |
KTF | DWS MUN INCOME TR | $2,000 | 0.0% | 250 | 0.0% | 0.00% | +33.3% | |
FTNT | FORTINET INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | +33.3% | |
GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $2,000 | -33.3% | 67 | -35.0% | 0.00% | -20.0% |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $2,000 | 0.0% | 14 | 0.0% | 0.00% | +33.3% | |
MSOS | Sell | ADVISORSHARES TRpure us cannabis | $2,000 | -75.0% | 240 | -67.0% | 0.00% | -69.2% |
GDX | VANECK ETF TRUSTgold miners etf | $2,000 | -33.3% | 95 | 0.0% | 0.00% | -20.0% | |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $2,000 | -85.7% | 26 | -83.6% | 0.00% | -82.6% |
HERO | Sell | GLOBAL X FDSvdeo gam esprt | $2,000 | -66.7% | 89 | -69.7% | 0.00% | -60.0% |
U | New | UNITY SOFTWARE INC | $2,000 | – | 56 | +100.0% | 0.00% | – |
RBLX | ROBLOX CORPcl a | $2,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $2,000 | -33.3% | 400 | 0.0% | 0.00% | -20.0% | |
TTD | Buy | THE TRADE DESK INC | $2,000 | +100.0% | 40 | +100.0% | 0.00% | +100.0% |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $2,000 | -33.3% | 29 | 0.0% | 0.00% | -20.0% | |
UL | UNILEVER PLCspon adr new | $2,000 | 0.0% | 51 | 0.0% | 0.00% | +33.3% | |
HST | HOST HOTELS & RESORTS INC | $2,000 | 0.0% | 118 | 0.0% | 0.00% | +33.3% | |
TIP | Buy | ISHARES TRtips bd etf | $2,000 | 0.0% | 17 | +6.2% | 0.00% | +33.3% |
ICLN | ISHARES TRgl clean ene etf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | +33.3% | |
EMB | ISHARES TRjpmorgan usd emg | $2,000 | 0.0% | 19 | 0.0% | 0.00% | +33.3% | |
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | +33.3% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,000 | -96.2% | 25 | -96.3% | 0.00% | -95.3% |
HUBS | HUBSPOT INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
YCBD | CBDMD INC | $1,000 | 0.0% | 3,051 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $1,000 | 0.0% | 485 | 0.0% | 0.00% | 0.0% | |
C | CITIGROUP INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
COIN | COINBASE GLOBAL INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
CUE HEALTH INC | $1,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | ||
MJ | ETF MANAGERS TRetfmg altr hrvst | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
FB | META PLATFORMS INCcl a | $1,000 | -50.0% | 11 | 0.0% | 0.00% | -33.3% | |
SOCL | GLOBAL X FDSsocial med etf | $1,000 | -50.0% | 48 | 0.0% | 0.00% | -33.3% | |
Sell | GLOBAL X FDSgbl x blockchain | $1,000 | -66.7% | 161 | -73.3% | 0.00% | -60.0% | |
ALPS ETF TR | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | ||
INTU | Sell | INTUIT | $1,000 | -87.5% | 3 | -85.7% | 0.00% | -84.6% |
LQD | ISHARES TRiboxx inv cp etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
IYR | ISHARES TRu.s. real es etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES TRu.s. energy etf | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
MXI | ISHARES TRglobal mater etf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
IQLT | ISHARES TRmsci intl qualty | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC | $1,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | ||
NULG | NUSHARES ETF TRnuveen esg lrgcp | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
NULV | NUSHARES ETF TRnuveen esg lrgvl | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
OGN | ORGANON & CO | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
OVV | OVINTIV INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
RRC | RANGE RES CORP | $1,000 | 0.0% | 25 | 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% | |
KOMP | Sell | SPDR SER TRs&p kensho new | $1,000 | 0.0% | 18 | -50.0% | 0.00% | 0.0% |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,000 | -50.0% | 11 | -50.0% | 0.00% | -33.3% |
SNAP | SNAP INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY BRANDS INC | $1,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
VBIV | VBI VACCINES INC CDA | $1,000 | 0.0% | 736 | 0.0% | 0.00% | 0.0% | |
VALE | VALE S Asponsored ads | $1,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
VDC | New | VANGUARD WORLD FDSconsum stp etf | $1,000 | – | 3 | +100.0% | 0.00% | – |
VXRT | VAXART INC | $1,000 | 0.0% | 361 | 0.0% | 0.00% | 0.0% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
VTRS | VIATRIS INC | $1,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
NBR | NABORS INDUSTRIES LTD | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
PINS | Exit | PINTEREST INCcl a | $0 | – | -12 | -100.0% | 0.00% | – |
MASI | Exit | MASIMO CORP | $0 | – | -3 | -100.0% | 0.00% | – |
SHOP | SHOPIFY INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
SMAR | New | SMARTSHEET INC | $0 | – | 8 | +100.0% | 0.00% | – |
LUV | Sell | SOUTHWEST AIRLS CO | $0 | -100.0% | 6 | -82.4% | 0.00% | -100.0% |
SE | New | SEA LTDsponsord ads | $0 | – | 1 | +100.0% | 0.00% | – |
SCHH | New | SCHWAB STRATEGIC TRus reit etf | $0 | – | 10 | +100.0% | 0.00% | – |
SYLVAMO CORP | $0 | – | 5 | 0.0% | 0.00% | – | ||
SKIN | THE BEAUTY HEALTH COMPANY | $0 | – | 28 | 0.0% | 0.00% | – | |
SPMD | SPDR SER TRportfolio s&p400 | $0 | – | 12 | 0.0% | 0.00% | – | |
WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
SHELL PLCspon ads | $0 | – | 8 | 0.0% | 0.00% | – | ||
PTON | New | PELOTON INTERACTIVE INC | $0 | – | 3 | +100.0% | 0.00% | – |
NUEM | NUSHARES ETF TRnuveen esg emrgn | $0 | – | 9 | 0.0% | 0.00% | – | |
WEX | New | WEX INC | $0 | – | 2 | +100.0% | 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% | – | |
NUMG | NUSHARES ETF TRnuveen esg midcp | $0 | – | 6 | 0.0% | 0.00% | – | |
NOK | New | NOKIA CORPsponsored adr | $0 | – | 7 | +100.0% | 0.00% | – |
NNDM | NANO DIMENSION LTDsponsord ads new | $0 | -100.0% | 188 | 0.0% | 0.00% | -100.0% | |
ZLAB | ZAI LAB LTDadr | $0 | – | 11 | 0.0% | 0.00% | – | |
AGG | ISHARES TRcore us aggbd et | $0 | – | 4 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR LTD | $0 | – | 9 | 0.0% | 0.00% | – | |
HSBC | HSBC HLDGS PLCspon adr new | $0 | – | 2 | 0.0% | 0.00% | – | |
GEVO | GEVO INC | $0 | – | 170 | 0.0% | 0.00% | – | |
FLGT | FULGENT GENETICS INC | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
DRAFTKINGS INC NEW | $0 | – | 7 | 0.0% | 0.00% | – | ||
DRAGANFLY INC. | $0 | – | 184 | 0.0% | 0.00% | – | ||
TMQ | TRILOGY METALS INC NEW | $0 | – | 333 | 0.0% | 0.00% | – | |
NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $0 | – | 5 | +100.0% | 0.00% | – |
DXCM | Sell | DEXCOM INC | $0 | -100.0% | 4 | -50.0% | 0.00% | -100.0% |
PATH | UIPATH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
CBAY | New | CYMABAY THERAPEUTICS INC | $0 | – | 1 | +100.0% | 0.00% | – |
FVRR | Buy | FIVERR INTL LTD | $0 | – | 10 | +25.0% | 0.00% | – |
COUP | COUPA SOFTWARE INC | $0 | – | 2 | 0.0% | 0.00% | – | |
VTIP | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 3 | 0.0% | 0.00% | – | |
BAND | BANDWIDTH INC | $0 | – | 6 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 229 | 0.0% | 0.00% | – | |
AQB | AQUABOUNTY TECHNOLOGIES INC | $0 | -100.0% | 325 | 0.0% | 0.00% | -100.0% | |
AIG | AMERICAN INTL GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
ACRX | ACELRX PHARMACEUTICALS INC | $0 | – | 1,000 | 0.0% | 0.00% | – | |
VSGX | VANGUARD WORLD FDesg intl stk etf | $0 | – | 6 | 0.0% | 0.00% | – | |
APPN | Exit | APPIAN CORPcl a | $0 | – | -6 | -100.0% | 0.00% | – |
ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -1 | -100.0% | 0.00% | – |
SKLZ | SKILLZ INC | $0 | – | 10 | 0.0% | 0.00% | – | |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -1 | -100.0% | 0.00% | – |
LMND | Exit | LEMONADE INC | $0 | – | -10 | -100.0% | 0.00% | – |
TTC | Exit | TORO CO | $0 | – | -5 | -100.0% | 0.00% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -6 | -100.0% | 0.00% | – |
GNRC | Exit | GENERAC HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
LOGI | Exit | LOGITECH INTL S A | $0 | – | -7 | -100.0% | 0.00% | – |
WIX | Exit | WIX COM LTD | $0 | – | -2 | -100.0% | 0.00% | – |
NICE | Exit | NICE LTDsponsored adr | $0 | – | -2 | -100.0% | 0.00% | – |
Exit | ALLBIRDS INC | $0 | – | -100 | -100.0% | 0.00% | – | |
DOCS | Exit | DOXIMITY INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
RH | Exit | RH | $0 | – | -1 | -100.0% | 0.00% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -2 | -100.0% | -0.00% | – |
Exit | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $0 | – | -204 | -100.0% | -0.00% | – | |
ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -2 | -100.0% | -0.00% | – |
MRNA | Exit | MODERNA INC | $0 | – | -7 | -100.0% | -0.00% | – |
EVRI | Exit | EVERI HLDGS INC | $0 | – | -125 | -100.0% | -0.00% | – |
Exit | WORLD GOLD TRspdr gld minis | $0 | – | -62 | -100.0% | -0.00% | – | |
EFV | Exit | ISHARES TReafe value etf | $0 | – | -53 | -100.0% | -0.00% | – |
TDOC | Exit | TELADOC HEALTH INC | $0 | – | -50 | -100.0% | -0.00% | – |
MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -126 | -100.0% | -0.00% | – |
ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -41 | -100.0% | -0.00% | – |
JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -176 | -100.0% | -0.01% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -27 | -100.0% | -0.01% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -58 | -100.0% | -0.01% | – |
EES | Exit | WISDOMTREE TRus smallcap fund | $0 | – | -83 | -100.0% | -0.01% | – |
UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -110 | -100.0% | -0.01% | – |
Exit | ARES CAPITAL CORPnote 4.625% 3/0 | $0 | – | -3,000 | -100.0% | -0.01% | – | |
RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -91 | -100.0% | -0.01% | – |
BUFD | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $0 | – | -252 | -100.0% | -0.01% | – |
QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -46 | -100.0% | -0.01% | – |
Exit | KKR REAL ESTATE FIN TR INCnote 6.125% 5/1 | $0 | – | -5,000 | -100.0% | -0.01% | – | |
DAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us deep | $0 | – | -261 | -100.0% | -0.01% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -16 | -100.0% | -0.01% | – |
SAIA | Exit | SAIA INC | $0 | – | -49 | -100.0% | -0.02% | – |
RFG | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $0 | – | -58 | -100.0% | -0.02% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -176 | -100.0% | -0.02% | – |
Exit | PROSPECT CAP CORPnote 6.375% 3/0 | $0 | – | -10,000 | -100.0% | -0.02% | – | |
CCL | Exit | CARNIVAL CORP | $0 | – | -1,200 | -100.0% | -0.02% | – |
XNTK | Exit | SPDR SER TRnyse tech etf | $0 | – | -99 | -100.0% | -0.02% | – |
BXC | Exit | BLUELINX HLDGS INC | $0 | – | -168 | -100.0% | -0.02% | – |
AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -869 | -100.0% | -0.02% | – |
PDCE | Exit | PDC ENERGY INC | $0 | – | -177 | -100.0% | -0.02% | – |
WGO | Exit | WINNEBAGO INDS INC | $0 | – | -224 | -100.0% | -0.02% | – |
DOW | Exit | DOW INC | $0 | – | -222 | -100.0% | -0.02% | – |
DK | Exit | DELEK US HLDGS INC NEW | $0 | – | -427 | -100.0% | -0.02% | – |
ENVA | Exit | ENOVA INTL INC | $0 | – | -397 | -100.0% | -0.02% | – |
CHEF | Exit | CHEFS WHSE INC | $0 | – | -291 | -100.0% | -0.02% | – |
EGLE | Exit | EAGLE BULK SHIPPING INC | $0 | – | -207 | -100.0% | -0.02% | – |
HUN | Exit | HUNTSMAN CORP | $0 | – | -394 | -100.0% | -0.02% | – |
MXL | Exit | MAXLINEAR INC | $0 | – | -337 | -100.0% | -0.02% | – |
SBLK | Exit | STAR BULK CARRIERS CORP. | $0 | – | -447 | -100.0% | -0.02% | – |
ALGT | Exit | ALLEGIANT TRAVEL CO | $0 | – | -97 | -100.0% | -0.02% | – |
WLL | Exit | WHITING PETE CORP NEW | $0 | – | -158 | -100.0% | -0.02% | – |
MTDR | Exit | MATADOR RES CO | $0 | – | -236 | -100.0% | -0.02% | – |
BRY | Exit | BERRY CORP | $0 | – | -1,466 | -100.0% | -0.02% | – |
WSO | Exit | WATSCO INC | $0 | – | -47 | -100.0% | -0.02% | – |
CE | Exit | CELANESE CORP DEL | $0 | – | -96 | -100.0% | -0.02% | – |
ACI | Exit | ALBERTSONS COS INC | $0 | – | -405 | -100.0% | -0.02% | – |
CPE | Exit | CALLON PETE CO DEL | $0 | – | -272 | -100.0% | -0.02% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -195 | -100.0% | -0.02% | – |
MRO | Exit | MARATHON OIL CORP | $0 | – | -505 | -100.0% | -0.02% | – |
WLK | Exit | WESTLAKE CORPORATION | $0 | – | -113 | -100.0% | -0.02% | – |
HP | Exit | HELMERICH & PAYNE INC | $0 | – | -272 | -100.0% | -0.02% | – |
AOD | Exit | ABERDEEN TOTAL DYNAMIC DIVD | $0 | – | -1,482 | -100.0% | -0.02% | – |
OC | Exit | OWENS CORNING NEW | $0 | – | -165 | -100.0% | -0.02% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -24 | -100.0% | -0.02% | – |
OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -211 | -100.0% | -0.02% | – |
Exit | BRAZE INC | $0 | – | -323 | -100.0% | -0.02% | – | |
IIIV | Exit | I3 VERTICALS INC | $0 | – | -482 | -100.0% | -0.02% | – |
WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -352 | -100.0% | -0.02% | – |
FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -97 | -100.0% | -0.02% | – |
GNK | Exit | GENCO SHIPPING & TRADING LTD | $0 | – | -628 | -100.0% | -0.02% | – |
AVT | Exit | AVNET INC | $0 | – | -269 | -100.0% | -0.02% | – |
IPAR | Exit | INTER PARFUMS INC | $0 | – | -159 | -100.0% | -0.02% | – |
ARCB | Exit | ARCBEST CORP | $0 | – | -176 | -100.0% | -0.02% | – |
MNRL | Exit | BRIGHAM MINERALS INC | $0 | – | -480 | -100.0% | -0.02% | – |
MRC | Exit | MRC GLOBAL INC | $0 | – | -1,200 | -100.0% | -0.02% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -277 | -100.0% | -0.02% | – |
MBUU | Exit | MALIBU BOATS INC | $0 | – | -252 | -100.0% | -0.02% | – |
AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -115 | -100.0% | -0.02% | – |
FRO | Exit | FRONTLINE LTD | $0 | – | -1,488 | -100.0% | -0.02% | – |
FAST | Exit | FASTENAL CO | $0 | – | -270 | -100.0% | -0.02% | – |
PKG | Exit | PACKAGING CORP AMER | $0 | – | -93 | -100.0% | -0.02% | – |
ELF | Exit | E L F BEAUTY INC | $0 | – | -408 | -100.0% | -0.02% | – |
TWI | Exit | TITAN INTL INC ILL | $0 | – | -830 | -100.0% | -0.02% | – |
ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -120 | -100.0% | -0.02% | – |
CRUS | Exit | CIRRUS LOGIC INC | $0 | – | -178 | -100.0% | -0.02% | – |
MHK | Exit | MOHAWK INDS INC | $0 | – | -102 | -100.0% | -0.02% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -134 | -100.0% | -0.02% | – |
SNV | Exit | SYNOVUS FINL CORP | $0 | – | -352 | -100.0% | -0.02% | – |
LSTR | Exit | LANDSTAR SYS INC | $0 | – | -88 | -100.0% | -0.02% | – |
SNDR | Exit | SCHNEIDER NATIONAL INCcl b | $0 | – | -605 | -100.0% | -0.02% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -55 | -100.0% | -0.02% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -135 | -100.0% | -0.02% | – |
WSBC | Exit | WESBANCO INC | $0 | – | -441 | -100.0% | -0.02% | – |
PKI | Exit | PERKINELMER INC | $0 | – | -101 | -100.0% | -0.02% | – |
TXRH | Exit | TEXAS ROADHOUSE INC | $0 | – | -192 | -100.0% | -0.02% | – |
OCSL | Exit | OAKTREE SPECIALTY LENDING CO | $0 | – | -2,137 | -100.0% | -0.02% | – |
FCG | Exit | FIRST TR EXCHANGE-TRADED FDnat gas etf | $0 | – | -800 | -100.0% | -0.03% | – |
PXE | Exit | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $0 | – | -800 | -100.0% | -0.03% | – |
FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -731 | -100.0% | -0.04% | – |
DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -642 | -100.0% | -0.04% | – |
SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -670 | -100.0% | -0.05% | – |
MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -262 | -100.0% | -0.06% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -838 | -100.0% | -0.07% | – |
PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -3,243 | -100.0% | -0.10% | – |
REET | Exit | ISHARES TRglobal reit etf | $0 | – | -5,621 | -100.0% | -0.22% | – |
IWM | Exit | ISHARES TRput | $0 | – | -7,300 | -100.0% | -2.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
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 | 2024-04-30 |
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 |
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.