$58.3 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 459 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 52.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $3,381,772 | +9.3% | 239,842 | -0.8% | 5.80% | +2.7% |
| ESGU | Sell | ISHARES TResg awr msci usa | $3,261,970 | +1.0% | 38,489 | -5.3% | 5.60% | -5.1% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,580,813 | +1.9% | 56,771 | +0.9% | 4.43% | -4.3% |
| GLD | Sell | SPDR GOLD TR | $2,534,252 | +8.7% | 14,939 | -0.9% | 4.35% | +2.2% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,532,896 | +10.6% | 28,146 | -1.8% | 4.34% | +3.9% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $2,153,158 | -16.0% | 43,710 | -16.3% | 3.69% | -21.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,931,400 | +16.3% | 31,334 | -0.7% | 3.31% | +9.3% |
| INFL | Sell | LISTED FD TRhorizon kinetics | $1,922,813 | +4.0% | 61,080 | -8.0% | 3.30% | -2.2% |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $1,887,207 | – | 62,511 | +100.0% | 3.24% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,774,748 | +0.5% | 6,665 | +0.8% | 3.04% | -5.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,682,581 | +20.5% | 4,379 | +12.5% | 2.89% | +13.3% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,638,985 | +9.5% | 14,382 | -0.2% | 2.81% | +2.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,575,338 | +11.6% | 6,513 | +1.2% | 2.70% | +4.9% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,453,662 | -20.7% | 14,736 | -20.5% | 2.49% | -25.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,440,565 | +14.6% | 13,313 | +0.5% | 2.47% | +7.7% |
| PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,424,644 | +3.8% | 47,922 | -1.0% | 2.44% | -2.5% |
| HAP | Buy | VANECK ETF TRUSTnatural resourc | $1,178,153 | +31.5% | 23,929 | +15.7% | 2.02% | +23.5% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $1,158,728 | +11.6% | 18,881 | +0.9% | 1.99% | +4.9% |
| New | INNOVATOR ETFS TRus eqty accelrt9 | $1,091,243 | – | 47,025 | +100.0% | 1.87% | – | |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $996,817 | +0.9% | 5,752 | -6.0% | 1.71% | -5.2% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $913,742 | +11.4% | 13,123 | -0.8% | 1.57% | +4.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $903,639 | +15.9% | 10,788 | +0.4% | 1.55% | +8.8% |
| XBI | Sell | SPDR SER TRs&p biotech | $820,117 | +2.8% | 9,881 | -1.8% | 1.41% | -3.4% |
| AAPL | Buy | APPLE INC | $810,046 | -5.9% | 6,234 | +0.0% | 1.39% | -11.6% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $767,116 | +5.5% | 10,076 | -1.5% | 1.32% | -0.8% |
| ORCL | Buy | ORACLE CORP | $739,444 | +34.4% | 9,046 | +0.4% | 1.27% | +26.4% |
| IAU | Sell | ISHARES GOLD TRishares new | $694,048 | +8.8% | 20,065 | -0.8% | 1.19% | +2.2% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $672,373 | +13.2% | 4,281 | +2.9% | 1.15% | +6.4% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $569,119 | -0.2% | 6,290 | -1.0% | 0.98% | -6.2% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $487,791 | +14.8% | 16,873 | -1.3% | 0.84% | +7.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $429,608 | +14.9% | 4,539 | +5.7% | 0.74% | +7.9% |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $421,789 | – | 8,344 | +100.0% | 0.72% | – |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $420,417 | -5.7% | 10,861 | -6.1% | 0.72% | -11.4% |
| CLOU | Sell | GLOBAL X FDS | $409,289 | -5.5% | 25,533 | -5.9% | 0.70% | -11.3% |
| CHIQ | Sell | GLOBAL X FDSmsci china cnsmr | $391,524 | +10.0% | 19,411 | -2.3% | 0.67% | +3.4% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $379,411 | +0.1% | 18,463 | -11.8% | 0.65% | -5.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $362,038 | +25.3% | 947 | +17.1% | 0.62% | +17.6% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $358,712 | -0.9% | 8,959 | -0.7% | 0.62% | -7.0% |
| UNP | UNION PAC CORP | $330,691 | +6.3% | 1,597 | 0.0% | 0.57% | -0.2% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $323,594 | +7.5% | 8,538 | -1.0% | 0.56% | +0.9% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $298,502 | +7.4% | 9,056 | +1.0% | 0.51% | +0.8% |
| SPLG | SPDR SER TRportfolio s&p500 | $243,705 | +6.9% | 5,418 | 0.0% | 0.42% | +0.5% | |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $239,169 | -42.5% | 4,884 | -43.7% | 0.41% | -46.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $227,392 | +15.4% | 7,060 | +0.8% | 0.39% | +8.3% |
| COKE | COCA COLA CONS INC | $221,852 | +24.6% | 433 | 0.0% | 0.38% | +17.2% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $213,706 | +21270.6% | 2,538 | +28100.0% | 0.37% | +18250.0% |
| NVR | NVR INC | $198,341 | +16.0% | 43 | 0.0% | 0.34% | +9.0% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $192,777 | -44.1% | 1,270 | -50.2% | 0.33% | -47.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $179,587 | +12.9% | 3,978 | +6.0% | 0.31% | +6.2% |
| ESGE | Sell | ISHARES INCesg awr msci em | $172,095 | +8.2% | 5,723 | -0.6% | 0.30% | +1.7% |
| XOM | Sell | EXXON MOBIL CORP | $163,923 | +16.3% | 1,486 | -7.8% | 0.28% | +9.3% |
| TSLA | TESLA INC | $159,272 | -53.6% | 1,293 | 0.0% | 0.27% | -56.4% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $153,172 | – | 3,095 | +100.0% | 0.26% | – |
| SHYD | New | VANECK ETF TRUSTshrt hgh yld mun | $150,679 | – | 6,766 | +100.0% | 0.26% | – |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $143,165 | +19.3% | 1,970 | +0.5% | 0.25% | +12.3% |
| ATI | ATI INC | $139,148 | +12.2% | 4,660 | 0.0% | 0.24% | +5.8% | |
| D | DOMINION ENERGY INC | $134,716 | -11.4% | 2,197 | 0.0% | 0.23% | -16.9% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $132,534 | -60.3% | 1,607 | -61.4% | 0.23% | -62.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $130,952 | +3.9% | 1,689 | +1.1% | 0.22% | -2.2% |
| ACWI | ISHARES TRmsci acwi etf | $130,206 | +9.4% | 1,534 | 0.0% | 0.22% | +2.8% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $129,206 | +29.2% | 1,282 | +15.9% | 0.22% | +21.3% |
| CVX | Sell | CHEVRON CORP NEW | $122,147 | +14.2% | 681 | -8.6% | 0.21% | +7.7% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $120,218 | -6.8% | 851 | -15.9% | 0.21% | -12.7% |
| HON | HONEYWELL INTL INC | $117,205 | +28.8% | 547 | 0.0% | 0.20% | +21.1% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $115,829 | +27.3% | 1,696 | +18.0% | 0.20% | +19.9% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $102,338 | +24.8% | 1,121 | +12.9% | 0.18% | +17.3% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $98,995 | +20.7% | 916 | +12.9% | 0.17% | +13.3% |
| FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $92,491 | +6.3% | 2,600 | 0.0% | 0.16% | 0.0% | |
| TFLO | ISHARES TRtrs flt rt bd | $92,805 | -0.2% | 1,841 | 0.0% | 0.16% | -6.5% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $91,588 | +9.0% | 736 | +4.5% | 0.16% | +2.6% |
| YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $86,552 | +17.0% | 4,350 | 0.0% | 0.15% | +9.6% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $76,928 | +1.2% | 546 | -15.1% | 0.13% | -5.0% |
| CSCO | Buy | CISCO SYS INC | $75,926 | +18.6% | 1,594 | +0.1% | 0.13% | +11.1% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $73,569 | +20.6% | 1,327 | 0.0% | 0.13% | +13.5% | |
| PUTW | Buy | WISDOMTREE TR | $72,238 | +3.2% | 2,405 | +1.7% | 0.12% | -3.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $71,093 | +16.5% | 2,684 | +1.5% | 0.12% | +9.9% |
| PFF | Buy | ISHARES TRpfd and incm sec | $70,700 | -3.2% | 2,316 | +0.6% | 0.12% | -9.0% |
| JNJ | JOHNSON & JOHNSON | $70,130 | +7.9% | 397 | 0.0% | 0.12% | +0.8% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $66,755 | +7.7% | 384 | 0.0% | 0.12% | +1.8% | |
| ABBV | Buy | ABBVIE INC | $64,179 | +21.1% | 397 | +0.8% | 0.11% | +13.4% |
| MRK | Sell | MERCK & CO INC | $61,912 | +19.1% | 558 | -7.2% | 0.11% | +11.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $61,474 | +13.8% | 405 | +1.2% | 0.10% | +6.1% |
| MSFT | New | MICROSOFT CORP | $61,154 | – | 255 | +100.0% | 0.10% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $60,915 | +1.5% | 284 | +0.4% | 0.10% | -4.5% |
| TFC | TRUIST FINL CORP | $59,844 | -1.9% | 1,391 | 0.0% | 0.10% | -7.2% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $58,758 | +17.5% | 895 | +0.3% | 0.10% | +11.0% |
| NVDA | Buy | NVIDIA CORPORATION | $57,582 | +219.9% | 394 | +162.7% | 0.10% | +200.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $54,486 | +11.2% | 830 | +2.3% | 0.09% | +4.5% |
| AMZN | AMAZON COM INC | $51,660 | -25.1% | 615 | 0.0% | 0.09% | -29.4% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $44,697 | +11.7% | 329 | 0.0% | 0.08% | +5.5% | |
| XT | New | ISHARES TRexponential tech | $42,133 | – | 890 | +100.0% | 0.07% | – |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $40,563 | +9.6% | 719 | +0.3% | 0.07% | +2.9% |
| MMM | 3M CO | $39,933 | +7.9% | 333 | 0.0% | 0.07% | +1.5% | |
| SGOL | ABRDN GOLD ETF TRUST | $39,308 | +9.2% | 2,250 | 0.0% | 0.07% | +1.5% | |
| MLN | VANECK ETF TRUSTlong muni etf | $36,317 | +3.8% | 2,080 | 0.0% | 0.06% | -3.1% | |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $34,339 | +1.0% | 685 | 0.0% | 0.06% | -4.8% | |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $34,124 | +3.4% | 673 | +1.8% | 0.06% | -1.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $33,542 | +1.6% | 735 | +1.0% | 0.06% | -3.3% |
| CRM | Buy | SALESFORCE INC | $33,545 | +459.1% | 253 | +488.4% | 0.06% | +427.3% |
| WCLD | Buy | WISDOMTREE TR | $33,708 | +237.1% | 1,344 | +267.2% | 0.06% | +222.2% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $33,208 | +14.5% | 404 | +6.9% | 0.06% | +7.5% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $33,203 | -10.3% | 257 | 0.0% | 0.06% | -16.2% | |
| SGDM | SPROTT ETF TRUSTgold miners etf | $32,782 | +17.1% | 1,324 | 0.0% | 0.06% | +9.8% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $31,869 | +13.8% | 227 | +0.9% | 0.06% | +7.8% |
| BA | Buy | BOEING CO | $31,621 | +216.2% | 166 | +100.0% | 0.05% | +200.0% |
| SUSA | ISHARES TRmsci usa esg slc | $31,446 | +8.4% | 382 | 0.0% | 0.05% | +1.9% | |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $31,154 | +24.6% | 805 | 0.0% | 0.05% | +15.2% | |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $31,053 | +10.9% | 229 | +0.4% | 0.05% | +3.9% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $30,073 | +30.8% | 1,700 | +21.4% | 0.05% | +23.8% |
| IWR | Buy | ISHARES TRrus mid cap etf | $29,712 | +10.0% | 441 | +0.2% | 0.05% | +4.1% |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $28,959 | +3.4% | 561 | -1.1% | 0.05% | -2.0% |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $29,110 | +7.8% | 820 | 0.0% | 0.05% | +2.0% | |
| VLUE | ISHARES TRmsci usa value | $29,355 | +12.9% | 322 | 0.0% | 0.05% | +6.4% | |
| PFE | Buy | PFIZER INC | $29,000 | +16.0% | 566 | +0.2% | 0.05% | +8.7% |
| SLV | ISHARES SILVER TRishares | $28,186 | +28.1% | 1,280 | 0.0% | 0.05% | +20.0% | |
| MUB | Sell | ISHARES TRnational mun etf | $27,857 | -84.2% | 264 | -84.6% | 0.05% | -85.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $27,640 | +15.2% | 931 | +1.2% | 0.05% | +6.8% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $26,993 | – | 564 | +100.0% | 0.05% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $26,926 | +12.2% | 186 | +1.6% | 0.05% | +4.5% |
| AOR | ISHARES TRgrwt allocat etf | $26,504 | +6.0% | 562 | 0.0% | 0.04% | -2.2% | |
| IBB | New | ISHARES TRishares biotech | $25,995 | – | 198 | +100.0% | 0.04% | – |
| CCL | New | CARNIVAL CORP | $25,590 | – | 3,175 | +100.0% | 0.04% | – |
| UCO | PROSHARES TR IIulta blmbg 2017 | $25,400 | +15.5% | 838 | 0.0% | 0.04% | +10.0% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $24,967 | +24.8% | 3,030 | 0.0% | 0.04% | +16.2% | |
| AXP | New | AMERICAN EXPRESS CO | $24,822 | – | 168 | +100.0% | 0.04% | – |
| AOA | ISHARES TRaggres alloc etf | $22,406 | +6.7% | 375 | 0.0% | 0.04% | 0.0% | |
| ADSK | AUTODESK INC | $22,424 | +1.9% | 120 | 0.0% | 0.04% | -5.0% | |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $22,289 | – | 506 | +100.0% | 0.04% | – |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $21,914 | -0.4% | 229 | +0.9% | 0.04% | -5.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,295 | +432.4% | 240 | +500.0% | 0.04% | +428.6% |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $21,400 | +1.9% | 1,531 | +0.7% | 0.04% | -2.6% |
| MAIN | New | MAIN STR CAP CORP | $21,224 | – | 574 | +100.0% | 0.04% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $19,876 | +120.8% | 46 | +84.0% | 0.03% | +112.5% |
| OMF | Buy | ONEMAIN HLDGS INC | $19,095 | +112.2% | 573 | +94.2% | 0.03% | +106.2% |
| BIZD | Buy | VANECK ETF TRUST | $19,041 | +5.8% | 1,346 | +2.6% | 0.03% | 0.0% |
| CAT | Buy | CATERPILLAR INC | $19,165 | +283.3% | 80 | +166.7% | 0.03% | +266.7% |
| Sell | PROSHARES TRbitcoin strate | $18,586 | -19.2% | 1,782 | -5.5% | 0.03% | -23.8% | |
| PCOR | Buy | PROCORE TECHNOLOGIES INC | $18,542 | +164.9% | 393 | +163.8% | 0.03% | +146.2% |
| Buy | GENERAL ELECTRIC CO | $18,479 | +32.0% | 221 | +0.5% | 0.03% | +23.1% | |
| KB | Buy | KB FINL GROUP INCsponsored adr | $17,848 | +27.5% | 462 | +0.9% | 0.03% | +19.2% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $17,996 | +20.0% | 148 | +2.1% | 0.03% | +14.8% |
| O | Buy | REALTY INCOME CORP | $18,044 | +12.8% | 284 | +1.1% | 0.03% | +6.9% |
| MPW | New | MEDICAL PPTYS TRUST INC | $18,258 | – | 1,639 | +100.0% | 0.03% | – |
| ABT | Sell | ABBOTT LABS | $17,262 | -49.2% | 157 | -55.0% | 0.03% | -51.6% |
| HD | Sell | HOME DEPOT INC | $16,938 | -15.3% | 54 | -23.9% | 0.03% | -21.6% |
| HTGC | New | HERCULES CAPITAL INC | $15,576 | – | 1,178 | +100.0% | 0.03% | – |
| MNDY | Buy | MONDAY COM LTD | $15,738 | +686.9% | 129 | +760.0% | 0.03% | +575.0% |
| LOW | Sell | LOWES COS INC | $15,377 | -23.1% | 77 | -28.0% | 0.03% | -29.7% |
| IEMG | New | ISHARES INCcore msci emkt | $15,224 | – | 326 | +100.0% | 0.03% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $15,254 | – | 72 | +100.0% | 0.03% | – |
| HQY | HEALTHEQUITY INC | $15,102 | -5.6% | 245 | 0.0% | 0.03% | -10.3% | |
| DIS | DISNEY WALT CO | $14,335 | -10.4% | 165 | 0.0% | 0.02% | -13.8% | |
| COP | CONOCOPHILLIPS | $14,632 | +12.6% | 124 | 0.0% | 0.02% | +4.2% | |
| TZA | Buy | DIREXION SHS ETF TRdaily sm cp bear | $14,084 | +56.5% | 400 | +100.0% | 0.02% | +50.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $13,875 | +15.6% | 133 | +0.8% | 0.02% | +9.1% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $13,910 | +39.1% | 198 | +17.2% | 0.02% | +33.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $13,867 | +15.6% | 135 | +1.5% | 0.02% | +9.1% |
| JPM | New | JPMORGAN CHASE & CO | $13,142 | – | 98 | +100.0% | 0.02% | – |
| CTRE | Buy | CARETRUST REIT INC | $13,309 | +2.4% | 716 | +1.6% | 0.02% | -4.2% |
| NBIX | NEUROCRINE BIOSCIENCES INC | $13,497 | +12.5% | 113 | 0.0% | 0.02% | +4.5% | |
| AYX | New | ALTERYX INC | $13,174 | – | 260 | +100.0% | 0.02% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $13,193 | +1.5% | 226 | +0.4% | 0.02% | -4.2% |
| AOM | ISHARES TRmodert alloc etf | $13,608 | +4.7% | 358 | 0.0% | 0.02% | -4.2% | |
| PCAR | New | PACCAR INC | $12,965 | – | 131 | +100.0% | 0.02% | – |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $12,724 | +6.0% | 180 | 0.0% | 0.02% | 0.0% | |
| ZS | Buy | ZSCALER INC | $12,533 | +13.9% | 112 | +67.2% | 0.02% | +10.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $12,677 | +40.9% | 588 | +28.4% | 0.02% | +37.5% |
| SLB | Sell | SCHLUMBERGER LTD | $13,044 | +18.6% | 244 | -17.8% | 0.02% | +10.0% |
| FTNT | Buy | FORTINET INC | $12,711 | +535.6% | 260 | +550.0% | 0.02% | +450.0% |
| LNTH | Buy | LANTHEUS HLDGS INC | $12,128 | +21.3% | 238 | +65.3% | 0.02% | +16.7% |
| RES | New | RPC INC | $11,993 | – | 1,349 | +100.0% | 0.02% | – |
| NBR | Buy | NABORS INDUSTRIES LTD | $12,080 | +1108.0% | 78 | +1460.0% | 0.02% | +950.0% |
| NG | NOVAGOLD RES INC | $11,960 | +32.9% | 2,000 | 0.0% | 0.02% | +31.2% | |
| ABR | Buy | ARBOR REALTY TRUST INC | $12,328 | +208.2% | 935 | +165.6% | 0.02% | +200.0% |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $12,220 | +11.1% | 228 | 0.0% | 0.02% | +5.0% | |
| DAL | New | DELTA AIR LINES INC DEL | $12,388 | – | 377 | +100.0% | 0.02% | – |
| XM | New | QUALTRICS INTL INC | $12,259 | – | 1,181 | +100.0% | 0.02% | – |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $11,444 | +14.4% | 220 | +0.9% | 0.02% | +11.1% |
| ITCI | New | INTRA-CELLULAR THERAPIES INC | $11,431 | – | 216 | +100.0% | 0.02% | – |
| URI | Sell | UNITED RENTALS INC | $11,729 | +17.3% | 33 | -10.8% | 0.02% | +11.1% |
| INSW | INTERNATIONAL SEAWAYS INC | $11,439 | +4.0% | 309 | 0.0% | 0.02% | 0.0% | |
| CFLT | New | CONFLUENT INC | $11,498 | – | 517 | +100.0% | 0.02% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $11,371 | +3.4% | 153 | 0.0% | 0.02% | 0.0% | |
| IBP | New | INSTALLED BLDG PRODS INC | $11,813 | – | 138 | +100.0% | 0.02% | – |
| ONB | Sell | OLD NATL BANCORP IND | $11,471 | +4.3% | 638 | -5.5% | 0.02% | 0.0% |
| FFBC | FIRST FINL BANCORP OH | $11,727 | +17.3% | 484 | 0.0% | 0.02% | +11.1% | |
| SPLK | Buy | SPLUNK INC | $11,708 | +30.1% | 136 | +14.3% | 0.02% | +25.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $11,900 | +8.2% | 844 | +2.7% | 0.02% | 0.0% |
| NTNX | New | NUTANIX INCcl a | $11,436 | – | 439 | +100.0% | 0.02% | – |
| HUBB | Sell | HUBBELL INC | $11,499 | +4.5% | 49 | -2.0% | 0.02% | 0.0% |
| HIBB | New | HIBBETT INC | $11,802 | – | 173 | +100.0% | 0.02% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $11,699 | – | 733 | +100.0% | 0.02% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $11,551 | +1055.1% | 40 | +1900.0% | 0.02% | +900.0% |
| GILD | New | GILEAD SCIENCES INC | $11,590 | – | 135 | +100.0% | 0.02% | – |
| BK | New | BANK NEW YORK MELLON CORP | $11,699 | – | 257 | +100.0% | 0.02% | – |
| Buy | HASHICORP INC | $11,483 | +4.4% | 420 | +25.7% | 0.02% | 0.0% | |
| AMAT | New | APPLIED MATLS INC | $11,588 | – | 119 | +100.0% | 0.02% | – |
| SYF | New | SYNCHRONY FINANCIAL | $11,731 | – | 357 | +100.0% | 0.02% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $11,456 | – | 179 | +100.0% | 0.02% | – |
| DFS | New | DISCOVER FINL SVCS | $11,642 | – | 119 | +100.0% | 0.02% | – |
| MRC | New | MRC GLOBAL INC | $10,885 | – | 940 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO | $11,248 | – | 50 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $11,227 | +2.1% | 965 | +0.3% | 0.02% | -5.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $10,842 | – | 322 | +5266.7% | 0.02% | – |
| EVBG | New | EVERBRIDGE INC | $11,181 | – | 378 | +100.0% | 0.02% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $10,863 | +8.6% | 41 | +17.1% | 0.02% | +5.6% |
| HWC | New | HANCOCK WHITNEY CORPORATION | $10,839 | – | 224 | +100.0% | 0.02% | – |
| HP | New | HELMERICH & PAYNE INC | $11,252 | – | 227 | +100.0% | 0.02% | – |
| H | New | HYATT HOTELS CORP | $10,854 | – | 120 | +100.0% | 0.02% | – |
| New | SAMSARA INC | $11,025 | – | 887 | +100.0% | 0.02% | – | |
| CALX | New | CALIX INC | $11,154 | – | 163 | +100.0% | 0.02% | – |
| CBOE | New | CBOE GLOBAL MKTS INC | $11,167 | – | 89 | +100.0% | 0.02% | – |
| BILL | Buy | BILL COM HLDGS INC | $11,005 | +10.0% | 101 | +29.5% | 0.02% | +5.6% |
| BANR | Sell | BANNER CORP | $10,934 | -0.6% | 173 | -7.5% | 0.02% | -5.0% |
| WTFC | WINTRUST FINL CORP | $10,819 | +8.2% | 128 | 0.0% | 0.02% | +5.6% | |
| ASB | Sell | ASSOCIATED BANC CORP | $11,106 | +1.0% | 481 | -14.6% | 0.02% | -5.0% |
| AOK | ISHARES TRconser alloc etf | $11,125 | +1.1% | 331 | 0.0% | 0.02% | -5.0% | |
| AME | New | AMETEK INC | $11,038 | – | 79 | +100.0% | 0.02% | – |
| RMBS | New | RAMBUS INC DEL | $10,997 | – | 307 | +100.0% | 0.02% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $11,208 | +1.9% | 294 | +1.7% | 0.02% | -5.0% |
| AEIS | Buy | ADVANCED ENERGY INDS | $11,151 | +23.9% | 130 | +7.4% | 0.02% | +18.8% |
| NVT | Sell | NVENT ELECTRIC PLC | $11,041 | +10.4% | 287 | -7.7% | 0.02% | +5.6% |
| PNFP | New | PINNACLE FINL PARTNERS INC | $10,937 | – | 149 | +100.0% | 0.02% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $11,094 | – | 190 | +100.0% | 0.02% | – |
| OI | New | O-I GLASS INC | $10,903 | – | 658 | +100.0% | 0.02% | – |
| OFG | New | OFG BANCORP | $10,831 | – | 393 | +100.0% | 0.02% | – |
| PTEN | Sell | PATTERSON-UTI ENERGY INC | $11,131 | +1.2% | 661 | -29.5% | 0.02% | -5.0% |
| NFLX | NETFLIX INC | $10,911 | +21.2% | 37 | 0.0% | 0.02% | +18.8% | |
| TXRH | New | TEXAS ROADHOUSE INC | $10,550 | – | 116 | +100.0% | 0.02% | – |
| OZK | Buy | BANK OZK LITTLE ROCK ARK | $10,335 | +3.4% | 258 | +3.6% | 0.02% | 0.0% |
| ULTA | Buy | ULTA BEAUTY INC | $10,320 | +47.4% | 22 | +22.2% | 0.02% | +38.5% |
| FIVE | New | FIVE BELOW INC | $10,612 | – | 60 | +100.0% | 0.02% | – |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $10,233 | +13.7% | 206 | +0.5% | 0.02% | +12.5% |
| AAL | New | AMERICAN AIRLS GROUP INC | $10,405 | – | 818 | +100.0% | 0.02% | – |
| DNOW | New | NOW INC | $10,300 | – | 811 | +100.0% | 0.02% | – |
| ARCC | New | ARES CAPITAL CORP | $10,436 | – | 565 | +100.0% | 0.02% | – |
| ANET | Sell | ARISTA NETWORKS INC | $10,436 | -19.7% | 86 | -23.9% | 0.02% | -25.0% |
| BOKF | New | BOK FINL CORP | $10,690 | – | 103 | +100.0% | 0.02% | – |
| GOOGL | ALPHABET INCcap stk cl a | $10,588 | -3.7% | 120 | 0.0% | 0.02% | -10.0% | |
| WABC | New | WESTAMERICA BANCORPORATION | $10,327 | – | 175 | +100.0% | 0.02% | – |
| ABNB | AIRBNB INC | $10,688 | -17.8% | 125 | 0.0% | 0.02% | -25.0% | |
| PFBC | New | PREFERRED BK LOS ANGELES CA | $10,596 | – | 142 | +100.0% | 0.02% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $10,258 | +14.0% | 76 | -2.6% | 0.02% | +12.5% |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $10,459 | – | 841 | +100.0% | 0.02% | – |
| TRMK | New | TRUSTMARK CORP | $10,508 | – | 301 | +100.0% | 0.02% | – |
| PH | New | PARKER-HANNIFIN CORP | $10,476 | – | 36 | +100.0% | 0.02% | – |
| VBTX | New | VERITEX HLDGS INC | $10,249 | – | 365 | +100.0% | 0.02% | – |
| TNP | New | TSAKOS ENERGY NAVIGATION LTD | $10,260 | – | 606 | +100.0% | 0.02% | – |
| TITN | Sell | TITAN MACHY INC | $10,211 | +2.1% | 257 | -30.2% | 0.02% | 0.0% |
| CHEF | New | CHEFS WHSE INC | $10,683 | – | 321 | +100.0% | 0.02% | – |
| FATE | New | FATE THERAPEUTICS INC | $10,433 | – | 1,034 | +100.0% | 0.02% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $10,782 | – | 286 | +100.0% | 0.02% | – |
| PCTY | New | PAYLOCITY HLDG CORP | $10,490 | – | 54 | +100.0% | 0.02% | – |
| WRE | ELME COMMUNITIESsh ben int | $9,682 | -3.2% | 544 | 0.0% | 0.02% | -5.6% | |
| CFR | Sell | CULLEN FROST BANKERS INC | $10,161 | -15.3% | 76 | -14.6% | 0.02% | -22.7% |
| CVS | Buy | CVS HEALTH CORP | $9,770 | -2.3% | 105 | +1.0% | 0.02% | -5.6% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,000 | 0.0% | 133 | 0.0% | 0.02% | -5.6% | |
| LKFN | Buy | LAKELAND FINL CORP | $10,070 | +11.9% | 138 | +9.5% | 0.02% | +6.2% |
| LRCX | Sell | LAM RESEARCH CORP | $9,667 | -3.3% | 23 | -11.5% | 0.02% | -5.6% |
| BBY | Buy | BEST BUY INC | $9,636 | +20.4% | 120 | +0.8% | 0.02% | +13.3% |
| TSLX | New | SIXTH STREET SPECIALTY LENDI | $10,164 | – | 571 | +100.0% | 0.02% | – |
| AMZA | New | ETFIS SER TR Iinfrac act mlp | $10,057 | – | 318 | +100.0% | 0.02% | – |
| HFWA | New | HERITAGE FINL CORP WASH | $10,019 | – | 327 | +100.0% | 0.02% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $9,379 | +17.2% | 119 | +0.8% | 0.02% | +6.7% |
| AGI | ALAMOS GOLD INC NEW | $9,453 | +35.0% | 935 | 0.0% | 0.02% | +23.1% | |
| CCRN | Buy | CROSS CTRY HEALTHCARE INC | $9,539 | -4.6% | 359 | +2.0% | 0.02% | -11.1% |
| ENB | New | ENBRIDGE INC | $9,462 | – | 242 | +100.0% | 0.02% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $9,462 | +5.1% | 392 | +1.8% | 0.02% | 0.0% |
| NRZ | New | RITHM CAPITAL CORP | $9,183 | – | 1,124 | +100.0% | 0.02% | – |
| PG | PROCTER AND GAMBLE CO | $9,548 | +19.4% | 63 | 0.0% | 0.02% | +6.7% | |
| New | SITIO ROYALTIES CORP | $9,273 | – | 321 | +100.0% | 0.02% | – | |
| STWD | New | STARWOOD PPTY TR INC | $9,532 | – | 520 | +100.0% | 0.02% | – |
| SYBT | New | STOCK YDS BANCORP INC | $9,357 | – | 144 | +100.0% | 0.02% | – |
| WNC | New | WABASH NATL CORP | $9,424 | – | 417 | +100.0% | 0.02% | – |
| GWW | Buy | GRAINGER W W INC | $8,900 | +27.1% | 16 | +6.7% | 0.02% | +15.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $8,300 | +3.8% | 48 | +2.1% | 0.01% | -6.7% |
| BCE | BCE INC | $8,131 | +1.6% | 185 | 0.0% | 0.01% | -6.7% | |
| IIM | INVESCO VALUE MUN INCOME TR | $8,375 | +4.7% | 695 | 0.0% | 0.01% | -6.7% | |
| BTEC | PRINCIPAL EXCHANGE TRADED FDprin hlthcre inv | $8,374 | -7.0% | 249 | 0.0% | 0.01% | -12.5% | |
| ADM | ARCHER DANIELS MIDLAND CO | $8,264 | +18.1% | 89 | 0.0% | 0.01% | +7.7% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $8,127 | +16.1% | 203 | +1.5% | 0.01% | +7.7% |
| MILN | Sell | GLOBAL X FDSmillennial consu | $8,274 | -8.1% | 317 | -5.7% | 0.01% | -12.5% |
| ICF | ISHARES TRcohen steer reit | $7,403 | +5.8% | 135 | 0.0% | 0.01% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $7,714 | +10.2% | 230 | 0.0% | 0.01% | 0.0% | |
| IYT | Buy | ISHARES TRus trsprtion | $7,474 | +24.6% | 35 | +25.0% | 0.01% | +18.2% |
| SONY | SONY GROUP CORPORATIONsponsored adr | $7,399 | +23.3% | 97 | 0.0% | 0.01% | +18.2% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $7,722 | -95.7% | 25 | -96.3% | 0.01% | -96.0% |
| WMT | Sell | WALMART INC | $7,376 | -53.9% | 52 | -57.4% | 0.01% | -55.2% |
| BBW | BUILD-A-BEAR WORKSHOP INC | $6,842 | +71.0% | 287 | 0.0% | 0.01% | +71.4% | |
| QCOM | QUALCOMM INC | $6,975 | -0.4% | 63 | 0.0% | 0.01% | -7.7% | |
| LMT | LOCKHEED MARTIN CORP | $7,045 | +17.4% | 14 | 0.0% | 0.01% | +9.1% | |
| GNOM | GLOBAL X FDSgenomic biotech | $6,795 | -2.9% | 537 | 0.0% | 0.01% | -7.7% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $6,371 | +6.2% | 246 | 0.0% | 0.01% | 0.0% | |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $6,307 | +26.1% | 128 | +0.8% | 0.01% | +22.2% |
| PPL | PPL CORP | $6,604 | +10.1% | 226 | 0.0% | 0.01% | 0.0% | |
| TXN | New | TEXAS INSTRS INC | $6,609 | – | 40 | +100.0% | 0.01% | – |
| LIT | GLOBAL X FDSlithium btry etf | $6,564 | -6.2% | 112 | 0.0% | 0.01% | -15.4% | |
| EPR | New | EPR PPTYS | $6,383 | – | 169 | +100.0% | 0.01% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,905 | +18.1% | 249 | +2.0% | 0.01% | +11.1% |
| Buy | CRESCENT ENERGY COMPANY | $6,013 | -14.1% | 502 | +1.4% | 0.01% | -23.1% | |
| PSN | PARSONS CORP DEL | $5,781 | +15.6% | 125 | 0.0% | 0.01% | +11.1% | |
| UBSI | UNITED BANKSHARES INC WEST V | $6,046 | +20.9% | 149 | 0.0% | 0.01% | +11.1% | |
| IDXX | IDEXX LABS INC | $5,711 | +14.2% | 14 | 0.0% | 0.01% | +11.1% | |
| SAND | SANDSTORM GOLD LTD | $5,260 | +5.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $5,151 | +28.8% | 15 | 0.0% | 0.01% | +28.6% | |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $5,124 | – | 94 | +100.0% | 0.01% | – |
| ESGD | ISHARES TResg aw msci eafe | $5,391 | +7.8% | 82 | 0.0% | 0.01% | 0.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,251 | +5.0% | 125 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | BLACKSTONE INC | $5,184 | -13.6% | 70 | +1.4% | 0.01% | -18.2% |
| DOCU | DOCUSIGN INC | $5,265 | +5.3% | 95 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $5,233 | +30.8% | 25 | 0.0% | 0.01% | +28.6% | |
| CZR | CAESARS ENTERTAINMENT INC NE | $5,325 | +33.1% | 128 | 0.0% | 0.01% | +28.6% | |
| PFFA | New | ETFIS SER TR Ivirtus infrcap | $4,988 | – | 275 | +100.0% | 0.01% | – |
| XAR | SPDR SER TRaerospace def | $5,502 | +10.0% | 50 | 0.0% | 0.01% | 0.0% | |
| NEM | NEWMONT CORP | $5,003 | +25.1% | 106 | 0.0% | 0.01% | +28.6% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $5,368 | +7.4% | 89 | 0.0% | 0.01% | 0.0% | |
| OKE | New | ONEOK INC NEW | $5,331 | – | 81 | +100.0% | 0.01% | – |
| XLF | SELECT SECTOR SPDR TRfinancial | $5,164 | +3.3% | 151 | 0.0% | 0.01% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $5,246 | +31.2% | 15 | 0.0% | 0.01% | +28.6% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $4,717 | +17.9% | 66 | 0.0% | 0.01% | +14.3% | |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $4,401 | – | 381 | +100.0% | 0.01% | – |
| New | ETF SER SOLUTIONShoya capt hi div | $4,792 | – | 446 | +100.0% | 0.01% | – | |
| RYLD | New | GLOBAL X FDSrussell 2000 | $4,893 | – | 260 | +100.0% | 0.01% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $4,589 | +14.7% | 24 | 0.0% | 0.01% | +14.3% | |
| IAGG | ISHARES TRcore intl aggr | $4,517 | -9.7% | 95 | 0.0% | 0.01% | -11.1% | |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $4,830 | – | 118 | +100.0% | 0.01% | – | |
| LUCID GROUP INC | $4,405 | -51.1% | 645 | 0.0% | 0.01% | -50.0% | ||
| PPH | VANECK ETF TRUSTpharmaceutcl etf | $4,898 | +22.4% | 63 | 0.0% | 0.01% | +14.3% | |
| New | SERIES PORTFOLIOS TRinfracap equity | $4,681 | – | 186 | +100.0% | 0.01% | – | |
| UTG | New | REAVES UTIL INCOME FD | $4,749 | – | 168 | +100.0% | 0.01% | – |
| RTX | RAYTHEON TECHNOLOGIES CORP | $4,866 | +21.6% | 48 | 0.0% | 0.01% | +14.3% | |
| GURU | GLOBAL X FDSglb x guru index | $4,172 | +4.3% | 123 | 0.0% | 0.01% | 0.0% | |
| LULU | Sell | LULULEMON ATHLETICA INC | $3,845 | -68.0% | 12 | -72.7% | 0.01% | -68.2% |
| KKR | KKR & CO INC | $4,141 | +3.5% | 89 | 0.0% | 0.01% | 0.0% | |
| KO | Buy | COCA COLA CO | $3,694 | +23.1% | 58 | +1.8% | 0.01% | +20.0% |
| CAG | Buy | CONAGRA BRANDS INC | $3,276 | +9.2% | 85 | +1.2% | 0.01% | +20.0% |
| INTC | Buy | INTEL CORP | $3,345 | +11.5% | 127 | +1.6% | 0.01% | +20.0% |
| GM | Buy | GENERAL MTRS CO | $3,752 | -6.2% | 112 | +0.9% | 0.01% | -14.3% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $3,475 | -78.3% | 33 | -65.6% | 0.01% | -79.3% |
| HEDJ | WISDOMTREE TReurope hedged eq | $3,315 | +10.5% | 47 | 0.0% | 0.01% | +20.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,320 | +10.7% | 85 | 0.0% | 0.01% | +20.0% | |
| FINX | Sell | GLOBAL X FDSfintech etf | $3,720 | -25.6% | 193 | -16.1% | 0.01% | -33.3% |
| SGDJ | SPROTT ETF TRUSTjr gold miners e | $3,293 | +9.8% | 114 | 0.0% | 0.01% | +20.0% | |
| SNOW | SNOWFLAKE INCcl a | $3,588 | -10.3% | 25 | 0.0% | 0.01% | -14.3% | |
| ITA | ISHARES TRus aer def etf | $3,356 | +11.9% | 30 | 0.0% | 0.01% | +20.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $3,387 | +12.9% | 46 | 0.0% | 0.01% | +20.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $2,944 | -1.9% | 72 | 0.0% | 0.01% | 0.0% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $2,916 | -2.8% | 104 | +2.0% | 0.01% | 0.0% |
| COUP | Buy | COUPA SOFTWARE INC | $3,167 | – | 40 | +1900.0% | 0.01% | – |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,833 | -5.6% | 38 | 0.0% | 0.01% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $2,800 | -6.7% | 39 | 0.0% | 0.01% | 0.0% | |
| SENT | Sell | ADVISORSHARES TRalpha dna equity | $2,732 | -8.9% | 121 | -13.6% | 0.01% | 0.0% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $2,754 | +37.7% | 96 | +1.1% | 0.01% | +25.0% |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $2,963 | -1.2% | 63 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $3,100 | +3.3% | 62 | 0.0% | 0.01% | 0.0% | |
| MVF | BLACKROCK MUNIVEST FD INC | $2,173 | +8.6% | 310 | 0.0% | 0.00% | 0.0% | |
| KTF | DWS MUN INCOME TR | $2,152 | +7.6% | 250 | 0.0% | 0.00% | 0.0% | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $2,435 | – | 12 | +100.0% | 0.00% | – |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $2,407 | +20.4% | 68 | +1.5% | 0.00% | 0.0% |
| PMM | PUTNAM MANAGED MUN INCOME TR | $2,512 | +25.6% | 400 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $2,184 | +9.2% | 110 | 0.0% | 0.00% | 0.0% | |
| SOXX | New | ISHARES TRishares semicdtr | $2,436 | – | 7 | +100.0% | 0.00% | – |
| XLE | SELECT SECTOR SPDR TRenergy | $2,550 | +27.5% | 29 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $2,591 | -13.6% | 40 | 0.0% | 0.00% | -20.0% | |
| AZO | New | AUTOZONE INC | $2,466 | – | 1 | +100.0% | 0.00% | – |
| New | WEWORK INCcl a | $2,102 | – | 1,470 | +100.0% | 0.00% | – | |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,159 | +8.0% | 26 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $1,632 | -18.4% | 34 | 0.0% | 0.00% | -25.0% | |
| HST | HOST HOTELS & RESORTS INC | $1,889 | -5.6% | 118 | 0.0% | 0.00% | -25.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $1,786 | -10.7% | 63 | 0.0% | 0.00% | -25.0% | |
| IP | Sell | INTERNATIONAL PAPER CO | $1,489 | -50.4% | 43 | -58.7% | 0.00% | -40.0% |
| TIP | ISHARES TRtips bd etf | $1,773 | -11.4% | 17 | 0.0% | 0.00% | -25.0% | |
| TTD | THE TRADE DESK INC | $1,793 | -10.4% | 40 | 0.0% | 0.00% | -25.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $1,607 | -19.6% | 19 | 0.0% | 0.00% | -25.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $1,613 | -19.4% | 34 | 0.0% | 0.00% | -25.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,799 | -10.0% | 25 | 0.0% | 0.00% | -25.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $1,893 | -5.4% | 14 | 0.0% | 0.00% | -25.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $1,964 | -1.8% | 29 | 0.0% | 0.00% | -25.0% | |
| OGN | ORGANON & CO | $1,033 | +3.3% | 37 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $1,116 | +11.6% | 24 | 0.0% | 0.00% | 0.0% | |
| OVV | OVINTIV INC | $1,230 | +23.0% | 24 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $1,423 | -28.8% | 50 | 0.0% | 0.00% | -50.0% | |
| CAN | CANAAN INCsponsored ads | $1,071 | -46.4% | 520 | 0.0% | 0.00% | -50.0% | |
| FB | META PLATFORMS INCcl a | $1,324 | +32.4% | 11 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $1,290 | +29.0% | 76 | 0.0% | 0.00% | 0.0% | |
| CGEN | New | COMPUGEN LTDord | $998 | – | 1,395 | +100.0% | 0.00% | – |
| ASML | ASML HOLDING N V | $1,093 | +9.3% | 2 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $1,120 | +12.0% | 485 | 0.0% | 0.00% | 0.0% | |
| MXI | ISHARES TRglobal mater etf | $1,337 | +33.7% | 17 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $895 | -10.5% | 100 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $1,168 | +16.8% | 3 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $1,429 | +42.9% | 9 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,419 | +41.9% | 5 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $1,103 | +10.3% | 11 | 0.0% | 0.00% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $585 | -41.5% | 14 | 0.0% | 0.00% | -50.0% | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $722 | -27.8% | 21 | 0.0% | 0.00% | -50.0% | |
| NULG | NUSHARES ETF TRnuveen esg lrgcp | $713 | -28.7% | 15 | 0.0% | 0.00% | -50.0% | |
| NNDM | NANO DIMENSION LTDsponsord ads new | $432 | – | 188 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $745 | -25.5% | 67 | 0.0% | 0.00% | -50.0% | ||
| IQLT | ISHARES TRmsci intl qualty | $745 | -25.5% | 23 | 0.0% | 0.00% | -50.0% | |
| RRC | RANGE RES CORP | $627 | -37.3% | 25 | 0.0% | 0.00% | -50.0% | |
| SHELL PLCspon ads | $456 | – | 8 | 0.0% | 0.00% | – | ||
| SLYG | SPDR SER TRs&p 600 smcp grw | $589 | -41.1% | 8 | 0.0% | 0.00% | -50.0% | |
| SPMD | SPDR SER TRportfolio s&p400 | $526 | – | 12 | 0.0% | 0.00% | – | |
| LQD | ISHARES TRiboxx inv cp etf | $527 | -47.3% | 5 | 0.0% | 0.00% | -50.0% | |
| AGG | ISHARES TRcore us aggbd et | $391 | – | 4 | 0.0% | 0.00% | – | |
| KOMP | SPDR SER TRs&p kensho new | $724 | -27.6% | 18 | 0.0% | 0.00% | -50.0% | |
| HUBS | HUBSPOT INC | $867 | -13.3% | 3 | 0.0% | 0.00% | -50.0% | |
| SHOP | SHOPIFY INCcl a | $347 | – | 10 | 0.0% | 0.00% | – | |
| SMAR | SMARTSHEET INC | $315 | – | 8 | 0.0% | 0.00% | – | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $850 | -15.0% | 3 | 0.0% | 0.00% | -50.0% | |
| HERO | Sell | GLOBAL X FDSvdeo gam esprt | $712 | -64.4% | 38 | -57.3% | 0.00% | -75.0% |
| SOCL | Sell | GLOBAL X FDSsocial med etf | $775 | -22.5% | 25 | -47.9% | 0.00% | -50.0% |
| GEVO | GEVO INC | $323 | – | 170 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $699 | -30.1% | 260 | 0.0% | 0.00% | -50.0% | |
| FLGT | FULGENT GENETICS INC | $298 | – | 10 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $639 | -36.1% | 150 | 0.0% | 0.00% | -50.0% | |
| DXCM | DEXCOM INC | $453 | – | 4 | 0.0% | 0.00% | – | |
| CUE HEALTH INC | $478 | -52.2% | 231 | 0.0% | 0.00% | -50.0% | ||
| CTVA | Sell | CORTEVA INC | $647 | -91.9% | 11 | -92.0% | 0.00% | -93.3% |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $310 | – | 6 | 0.0% | 0.00% | – | |
| ALPS ETF TR | $583 | -41.7% | 24 | 0.0% | 0.00% | -50.0% | ||
| COIN | COINBASE GLOBAL INC | $779 | -22.1% | 22 | 0.0% | 0.00% | -50.0% | |
| C | CITIGROUP INC | $683 | -31.7% | 15 | 0.0% | 0.00% | -50.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $575 | -42.5% | 3 | 0.0% | 0.00% | -50.0% | |
| YCBD | CBDMD INC | $693 | -30.7% | 3,051 | 0.0% | 0.00% | -50.0% | |
| VXRT | VAXART INC | $347 | -65.3% | 361 | 0.0% | 0.00% | -50.0% | |
| VTRS | Buy | VIATRIS INC | $774 | -22.6% | 70 | +1.4% | 0.00% | -50.0% |
| WAB | WABTEC | $301 | – | 3 | 0.0% | 0.00% | – | |
| WEX | WEX INC | $327 | – | 2 | 0.0% | 0.00% | – | |
| ZLAB | ZAI LAB LTDadr | $338 | – | 11 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $610 | -39.0% | 15 | 0.0% | 0.00% | -50.0% | |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $247 | – | 10 | +11.1% | 0.00% | – |
| ACRX | Exit | ACELRX PHARMACEUTICALS INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
| DRAFTKINGS INC NEW | $80 | – | 7 | 0.0% | 0.00% | – | ||
| PATH | UIPATH INCcl a | $127 | – | 10 | 0.0% | 0.00% | – | |
| BAND | BANDWIDTH INC | $138 | – | 6 | 0.0% | 0.00% | – | |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $236 | – | 8 | +14.3% | 0.00% | – |
| TMQ | TRILOGY METALS INC NEW | $183 | – | 333 | 0.0% | 0.00% | – | |
| SKIN | THE BEAUTY HEALTH COMPANY | $255 | – | 28 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $243 | – | 5 | 0.0% | 0.00% | – | ||
| DRAGANFLY INC. | $138 | – | 184 | 0.0% | 0.00% | – | ||
| ACB | AURORA CANNABIS INC | $211 | – | 229 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $32 | – | 7 | 0.0% | 0.00% | – | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $239 | – | 9 | 0.0% | 0.00% | – | |
| SKLZ | SKILLZ INC | $5 | – | 10 | 0.0% | 0.00% | – | |
| VBIV | VBI VACCINES INC CDA | $288 | -71.2% | 736 | 0.0% | 0.00% | -100.0% | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $248 | – | 325 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $126 | – | 2 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $61 | – | 5 | 0.0% | 0.00% | – | |
| HSBC | HSBC HLDGS PLCspon adr new | $62 | – | 2 | 0.0% | 0.00% | – | |
| HMC | HONDA MOTOR LTD | $206 | – | 9 | 0.0% | 0.00% | – | |
| NUMG | NUSHARES ETF TRnuveen esg midcp | $200 | – | 6 | 0.0% | 0.00% | – | |
| SE | SEA LTDsponsord ads | $52 | – | 1 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $291 | – | 10 | 0.0% | 0.00% | – | |
| New | ACELRX PHARMACEUTICALS INC | $115 | – | 51 | +100.0% | 0.00% | – | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $193 | – | 10 | 0.0% | 0.00% | – | |
| CBAY | CYMABAY THERAPEUTICS INC | $6 | – | 1 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $24 | – | 3 | 0.0% | 0.00% | – | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $140 | – | 3 | 0.0% | 0.00% | – | |
| Exit | GLOBAL X FDSgbl x blockchain | $0 | – | -161 | -100.0% | -0.00% | – | |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -6 | -100.0% | -0.00% | – |
| BFLY | Exit | BUTTERFLY NETWORK INC | $0 | – | -457 | -100.0% | -0.00% | – |
| MSOS | Exit | ADVISORSHARES TRpure us cannabis | $0 | – | -240 | -100.0% | -0.00% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -56 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -51 | -100.0% | -0.00% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -23 | -100.0% | -0.01% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -100 | -100.0% | -0.01% | – |
| BSM | Exit | BLACK STONE MINERALS L P | $0 | – | -315 | -100.0% | -0.01% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -102 | -100.0% | -0.02% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -45 | -100.0% | -0.02% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -122 | -100.0% | -0.02% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -86 | -100.0% | -0.02% | – |
| TTMI | Exit | TTM TECHNOLOGIES INC | $0 | – | -690 | -100.0% | -0.02% | – |
| CSX | Exit | CSX CORP | $0 | – | -353 | -100.0% | -0.02% | – |
| KLAC | Exit | KLA CORP | $0 | – | -31 | -100.0% | -0.02% | – |
| MRTN | Exit | MARTEN TRANS LTD | $0 | – | -450 | -100.0% | -0.02% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -70 | -100.0% | -0.02% | – |
| GMS | Exit | GMS INC | $0 | – | -223 | -100.0% | -0.02% | – |
| DRH | Exit | DIAMONDROCK HOSPITALITY CO | $0 | – | -1,287 | -100.0% | -0.02% | – |
| OXM | Exit | OXFORD INDS INC | $0 | – | -106 | -100.0% | -0.02% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -396 | -100.0% | -0.02% | – |
| CMA | Exit | COMERICA INC | $0 | – | -142 | -100.0% | -0.02% | – |
| CLH | Exit | CLEAN HARBORS INC | $0 | – | -93 | -100.0% | -0.02% | – |
| PFS | Exit | PROVIDENT FINL SVCS INC | $0 | – | -499 | -100.0% | -0.02% | – |
| WCC | Exit | WESCO INTL INC | $0 | – | -83 | -100.0% | -0.02% | – |
| FNB | Exit | F N B CORP | $0 | – | -835 | -100.0% | -0.02% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -61 | -100.0% | -0.02% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -73 | -100.0% | -0.02% | – |
| TNK | Exit | TEEKAY TANKERS LTDcl a | $0 | – | -372 | -100.0% | -0.02% | – |
| ACLS | Exit | AXCELIS TECHNOLOGIES INC | $0 | – | -165 | -100.0% | -0.02% | – |
| CLR | Exit | CONTINENTAL RES INC | $0 | – | -156 | -100.0% | -0.02% | – |
| SLAB | Exit | SILICON LABORATORIES INC | $0 | – | -84 | -100.0% | -0.02% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -78 | -100.0% | -0.02% | – |
| Exit | GITLAB INC | $0 | – | -200 | -100.0% | -0.02% | – | |
| Exit | CORE & MAIN INCcl a | $0 | – | -448 | -100.0% | -0.02% | – | |
| GTHX | Exit | G1 THERAPEUTICS INC | $0 | – | -819 | -100.0% | -0.02% | – |
| SKY | Exit | SKYLINE CHAMPION CORPORATION | $0 | – | -186 | -100.0% | -0.02% | – |
| PSTG | Exit | PURE STORAGE INCcl a | $0 | – | -371 | -100.0% | -0.02% | – |
| MGY | Exit | MAGNOLIA OIL & GAS CORPcl a | $0 | – | -530 | -100.0% | -0.02% | – |
| AMWD | Exit | AMERICAN WOODMARK CORPORATIO | $0 | – | -217 | -100.0% | -0.02% | – |
| PI | Exit | IMPINJ INC | $0 | – | -119 | -100.0% | -0.02% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -27 | -100.0% | -0.02% | – |
| BECN | Exit | BEACON ROOFING SUPPLY INC | $0 | – | -183 | -100.0% | -0.02% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -203 | -100.0% | -0.02% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -153 | -100.0% | -0.02% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -36 | -100.0% | -0.02% | – |
| RNST | Exit | RENASANT CORP | $0 | – | -343 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -429 | -100.0% | -0.02% | – |
| SBCF | Exit | SEACOAST BKG CORP FLA | $0 | – | -350 | -100.0% | -0.02% | – |
| GDYN | Exit | GRID DYNAMICS HLDGS INCcl a | $0 | – | -580 | -100.0% | -0.02% | – |
| CSL | Exit | CARLISLE COS INC | $0 | – | -41 | -100.0% | -0.02% | – |
| HUBG | Exit | HUB GROUP INCcl a | $0 | – | -153 | -100.0% | -0.02% | – |
| LSCC | Exit | LATTICE SEMICONDUCTOR CORP | $0 | – | -225 | -100.0% | -0.02% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -171 | -100.0% | -0.02% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -76 | -100.0% | -0.02% | – |
| NOG | Exit | NORTHERN OIL AND GAS INC MN | $0 | – | -398 | -100.0% | -0.02% | – |
| Exit | PERMIAN RESOURCES CORP | $0 | – | -1,575 | -100.0% | -0.02% | – | |
| MCK | Exit | MCKESSON CORP | $0 | – | -33 | -100.0% | -0.02% | – |
| NEX | Exit | NEXTIER OILFIELD SOLUTIONS | $0 | – | -1,451 | -100.0% | -0.02% | – |
| SM | Exit | SM ENERGY CO | $0 | – | -331 | -100.0% | -0.02% | – |
| R | Exit | RYDER SYS INC | $0 | – | -157 | -100.0% | -0.02% | – |
| STNG | Exit | SCORPIO TANKERS INC | $0 | – | -281 | -100.0% | -0.02% | – |
| DV | Exit | DOUBLEVERIFY HLDGS INC | $0 | – | -438 | -100.0% | -0.02% | – |
| ESTE | Exit | EARTHSTONE ENERGY INCcl a | $0 | – | -979 | -100.0% | -0.02% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -100 | -100.0% | -0.02% | – |
| NOV | Exit | NOV INC | $0 | – | -770 | -100.0% | -0.02% | – |
| SWCH | Exit | SWITCH INCcl a | $0 | – | -399 | -100.0% | -0.02% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -50 | -100.0% | -0.02% | – |
| PBF | Exit | PBF ENERGY INCcl a | $0 | – | -389 | -100.0% | -0.03% | – |
| LTHM | Exit | LIVENT CORP | $0 | – | -671 | -100.0% | -0.04% | – |
| ITM | Exit | VANECK ETF TRUSTintrmdt muni etf | $0 | – | -966 | -100.0% | -0.08% | – |
| PMAR | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -36,185 | -100.0% | -1.92% | – |
| PMAY | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -67,301 | -100.0% | -3.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-11
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.