$62.4 Million is the total value of MACROVIEW INVESTMENT MANAGEMENT LLC's 451 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 30.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $3,706,876 | +9.6% | 239,772 | -0.0% | 5.94% | +2.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $2,769,450 | -15.1% | 30,619 | -20.4% | 4.44% | -20.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,716,925 | +40.7% | 40,642 | +29.7% | 4.35% | +31.4% |
| GLD | Sell | SPDR GOLD TR | $2,705,061 | +6.7% | 14,764 | -1.2% | 4.33% | -0.3% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,670,677 | +3.5% | 57,200 | +0.8% | 4.28% | -3.4% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,596,230 | +2.5% | 28,455 | +1.1% | 4.16% | -4.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,268,540 | +34.8% | 5,518 | +26.0% | 3.64% | +25.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,164,576 | +22.0% | 6,745 | +1.2% | 3.47% | +13.9% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $2,023,717 | +5.2% | 65,620 | +7.4% | 3.24% | -1.7% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $1,896,808 | -11.9% | 38,312 | -12.3% | 3.04% | -17.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,792,583 | +9.4% | 14,449 | +0.5% | 2.87% | +2.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,636,544 | +3.9% | 6,542 | +0.4% | 2.62% | -3.0% |
| IJAN | New | INNOVATOR ETFS TRintrnl dev jan | $1,495,987 | – | 52,583 | +100.0% | 2.40% | – |
| MUB | Buy | ISHARES TRnational mun etf | $1,483,257 | +5224.5% | 13,767 | +5114.8% | 2.38% | +4850.0% |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $1,444,115 | +908.7% | 21,134 | +972.8% | 2.31% | +840.7% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,201,530 | -17.3% | 12,106 | -17.8% | 1.92% | -22.8% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $1,177,525 | +1.6% | 19,291 | +2.2% | 1.89% | -5.1% |
| Buy | INNOVATOR ETFS TRus eqty accelrt9 | $1,164,180 | +6.7% | 47,360 | +0.7% | 1.86% | -0.4% | |
| AAPL | Buy | APPLE INC | $1,028,417 | +27.0% | 6,237 | +0.0% | 1.65% | +18.6% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $1,003,442 | +0.7% | 11,301 | +96.5% | 1.61% | -6.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $996,118 | +9.0% | 13,520 | +3.0% | 1.60% | +1.8% |
| New | INNOVATOR ETFS TRus eqty accelrtd | $986,272 | – | 43,157 | +100.0% | 1.58% | – | |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $985,329 | – | 31,330 | +100.0% | 1.58% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $984,430 | +8.9% | 10,508 | -2.6% | 1.58% | +1.7% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $886,701 | +31.9% | 10,979 | +156.5% | 1.42% | +23.1% |
| HAP | Sell | VANECK ETF TRUSTnatural resourc | $874,762 | -25.8% | 17,736 | -25.9% | 1.40% | -30.6% |
| ORCL | Buy | ORACLE CORP | $843,602 | +14.1% | 9,079 | +0.4% | 1.35% | +6.5% |
| XBI | Buy | SPDR SER TRs&p biotech | $805,840 | -1.7% | 10,574 | +7.0% | 1.29% | -8.2% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $797,733 | +4.0% | 9,822 | -2.5% | 1.28% | -2.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $754,688 | +8.7% | 20,195 | +0.6% | 1.21% | +1.5% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $598,968 | +22.8% | 17,998 | +6.7% | 0.96% | +14.7% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $572,923 | +0.7% | 6,177 | -1.8% | 0.92% | -5.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $543,499 | +29.3% | 12,713 | +17.1% | 0.87% | +20.8% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $525,781 | +38.6% | 20,619 | +11.7% | 0.84% | +29.3% |
| CLOU | Buy | GLOBAL X FDS | $516,823 | +26.3% | 28,165 | +10.3% | 0.83% | +17.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $440,446 | +2.5% | 4,555 | +0.4% | 0.71% | -4.2% |
| CHIQ | Buy | GLOBAL X FDSmsci china cnsmr | $433,944 | +10.8% | 21,493 | +10.7% | 0.70% | +3.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $431,184 | +33.2% | 10,927 | +28.0% | 0.69% | +24.5% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $370,107 | +3.2% | 9,020 | +0.7% | 0.59% | -3.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $337,973 | +13.2% | 9,902 | +9.3% | 0.54% | +5.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $315,185 | -12.9% | 770 | -18.7% | 0.50% | -18.7% |
| UNP | Sell | UNION PAC CORP | $294,645 | -10.9% | 1,464 | -8.3% | 0.47% | -16.8% |
| TSLA | Buy | TESLA INC | $294,801 | +85.1% | 1,421 | +9.9% | 0.47% | +72.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $280,671 | +15.2% | 5,829 | +7.6% | 0.45% | +7.7% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $245,677 | +8.0% | 7,060 | 0.0% | 0.39% | +1.0% | |
| NVR | NVR INC | $239,605 | +20.8% | 43 | 0.0% | 0.38% | +12.9% | |
| COKE | COCA COLA CONS INC | $231,690 | +4.4% | 433 | 0.0% | 0.37% | -2.6% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $194,442 | +0.9% | 1,263 | -0.6% | 0.31% | -5.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $193,486 | +7.7% | 4,000 | +0.6% | 0.31% | +0.6% |
| ATI | ATI INC | $183,884 | +32.1% | 4,660 | 0.0% | 0.30% | +23.4% | |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $174,980 | -26.8% | 6,988 | +43.1% | 0.28% | -31.7% |
| XOM | EXXON MOBIL CORP | $162,973 | -0.6% | 1,486 | 0.0% | 0.26% | -7.1% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $156,081 | +479.7% | 1,028 | +452.7% | 0.25% | +443.5% |
| ESGE | Sell | ISHARES INCesg awr msci em | $154,281 | -10.4% | 4,901 | -14.4% | 0.25% | -16.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $138,856 | +7.5% | 1,351 | +5.4% | 0.22% | 0.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $137,379 | +5.5% | 1,507 | -1.8% | 0.22% | -1.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $136,305 | +4.1% | 1,699 | +0.6% | 0.22% | -3.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $134,228 | +1.3% | 1,616 | +0.6% | 0.22% | -5.3% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $128,310 | +10.8% | 1,794 | +5.8% | 0.21% | +3.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $126,904 | -17.1% | 2,505 | -19.1% | 0.20% | -22.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $123,385 | +2.6% | 853 | +0.2% | 0.20% | -3.9% |
| D | DOMINION ENERGY INC | $122,831 | -8.8% | 2,197 | 0.0% | 0.20% | -14.7% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $116,180 | -45.6% | 1,368 | -46.1% | 0.19% | -49.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $111,246 | +21.5% | 737 | +0.1% | 0.18% | +13.4% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $106,793 | +4.4% | 1,141 | +1.8% | 0.17% | -2.8% |
| HON | HONEYWELL INTL INC | $104,528 | -10.8% | 547 | 0.0% | 0.17% | -16.9% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $102,624 | +3.7% | 933 | +1.9% | 0.16% | -3.5% |
| CVX | Sell | CHEVRON CORP NEW | $102,441 | -16.1% | 628 | -7.8% | 0.16% | -21.9% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $96,627 | +4.1% | 1,910 | +3.7% | 0.16% | -2.5% |
| CSCO | Buy | CISCO SYS INC | $95,386 | +25.6% | 1,825 | +14.5% | 0.15% | +17.7% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $88,768 | +184.9% | 1,977 | +145.6% | 0.14% | +167.9% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $80,881 | +9.9% | 1,327 | 0.0% | 0.13% | +3.2% | |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $76,418 | +7.5% | 2,696 | +0.4% | 0.12% | 0.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $74,493 | +11.6% | 384 | 0.0% | 0.12% | +3.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $71,931 | -6.5% | 549 | +0.5% | 0.12% | -12.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $69,622 | +14.3% | 285 | +0.4% | 0.11% | +6.7% |
| EFA | ISHARES TRmsci eafe etf | $64,022 | +9.0% | 895 | 0.0% | 0.10% | +2.0% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $64,375 | +1752.5% | 469 | +1321.2% | 0.10% | +1616.7% |
| ABBV | Buy | ABBVIE INC | $63,916 | -0.4% | 401 | +1.0% | 0.10% | -7.3% |
| AMZN | AMAZON COM INC | $63,524 | +23.0% | 615 | 0.0% | 0.10% | +14.6% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $62,035 | +0.9% | 407 | +0.5% | 0.10% | -5.7% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $61,995 | +80.5% | 1,232 | +79.9% | 0.10% | +67.8% |
| JNJ | JOHNSON & JOHNSON | $61,535 | -12.3% | 397 | 0.0% | 0.10% | -17.5% | |
| NVDA | Sell | NVIDIA CORPORATION | $58,339 | +1.3% | 210 | -46.7% | 0.09% | -6.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $56,534 | +3.8% | 833 | +0.4% | 0.09% | -2.2% |
| PUTW | Sell | WISDOMTREE TR | $54,189 | -25.0% | 1,746 | -27.4% | 0.09% | -29.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $53,763 | +57.6% | 971 | +44.3% | 0.09% | +45.8% |
| MRK | Sell | MERCK & CO INC | $49,776 | -19.6% | 468 | -16.1% | 0.08% | -24.5% |
| TFC | TRUIST FINL CORP | $47,425 | -20.8% | 1,391 | 0.0% | 0.08% | -26.2% | |
| MOON | New | DIREXION SHS ETF TRmoonshot innovat | $45,732 | – | 3,866 | +100.0% | 0.07% | – |
| CRM | Sell | SALESFORCE INC | $44,551 | +32.8% | 223 | -11.9% | 0.07% | +22.4% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $42,609 | -4.7% | 329 | 0.0% | 0.07% | -11.7% | |
| SGOL | ABRDN GOLD ETF TRUST | $42,458 | +8.0% | 2,250 | 0.0% | 0.07% | +1.5% | |
| PFE | Buy | PFIZER INC | $39,236 | +35.3% | 962 | +70.0% | 0.06% | +26.0% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $38,446 | +15.8% | 257 | 0.0% | 0.06% | +8.8% | |
| SGDM | SPROTT ETF TRUSTgold miners etf | $37,390 | +14.1% | 1,324 | 0.0% | 0.06% | +7.1% | |
| UCO | Buy | PROSHARES TR IIulta blmbg 2017 | $36,344 | +43.1% | 1,373 | +63.8% | 0.06% | +31.8% |
| MMM | 3M CO | $35,002 | -12.3% | 333 | 0.0% | 0.06% | -18.8% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $34,643 | +3.3% | 738 | +0.4% | 0.06% | -3.4% |
| BA | BOEING CO | $35,264 | +11.5% | 166 | 0.0% | 0.06% | +3.7% | |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $34,050 | +2.5% | 405 | +0.2% | 0.06% | -3.5% |
| MLN | Sell | VANECK ETF TRUSTlong muni etf | $34,219 | -5.8% | 1,900 | -8.7% | 0.06% | -11.3% |
| SUSA | ISHARES TRmsci usa esg slc | $33,529 | +6.6% | 382 | 0.0% | 0.05% | 0.0% | |
| MCRB | New | SERES THERAPEUTICS INC | $32,603 | – | 5,750 | +100.0% | 0.05% | – |
| OUNZ | VANECK MERK GOLD TRgold trust | $32,470 | +8.0% | 1,700 | 0.0% | 0.05% | 0.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $31,540 | -1.0% | 228 | +0.4% | 0.05% | -7.3% |
| Buy | PROSHARES TRbitcoin strate | $31,287 | +68.3% | 1,786 | +0.2% | 0.05% | +56.2% | |
| IWR | ISHARES TRrus mid cap etf | $30,815 | +3.7% | 441 | 0.0% | 0.05% | -3.9% | |
| VLUE | ISHARES TRmsci usa value | $29,858 | +1.7% | 322 | 0.0% | 0.05% | -4.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $29,903 | +8.2% | 931 | 0.0% | 0.05% | +2.1% | |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $29,395 | -5.3% | 215 | -6.1% | 0.05% | -11.3% |
| SLV | ISHARES SILVER TRishares | $28,314 | +0.5% | 1,280 | 0.0% | 0.04% | -6.2% | |
| AOR | ISHARES TRgrwt allocat etf | $28,117 | +6.1% | 562 | 0.0% | 0.04% | 0.0% | |
| XT | Sell | ISHARES TRexponential tech | $28,037 | -33.5% | 532 | -40.2% | 0.04% | -37.5% |
| SLQD | ISHARES TR0-5yr invt gr cp | $27,343 | +1.3% | 564 | 0.0% | 0.04% | -4.3% | |
| USL | UNITED STS 12 MONTH OIL FD Lunit ben int | $27,659 | -5.0% | 820 | 0.0% | 0.04% | -12.0% | |
| ABNB | Buy | AIRBNB INC | $27,368 | +156.1% | 220 | +76.0% | 0.04% | +144.4% |
| MAIN | Buy | MAIN STR CAP CORP | $26,524 | +25.0% | 672 | +17.1% | 0.04% | +16.7% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $25,271 | +1.2% | 3,030 | 0.0% | 0.04% | -7.0% | |
| WCLD | Sell | WISDOMTREE TR | $24,889 | -26.2% | 838 | -37.6% | 0.04% | -31.0% |
| ADSK | AUTODESK INC | $24,980 | +11.4% | 120 | 0.0% | 0.04% | +5.3% | |
| GOOG | ALPHABET INCcap stk cl c | $24,960 | +17.2% | 240 | 0.0% | 0.04% | +8.1% | |
| STWD | Buy | STARWOOD PPTY TR INC | $24,169 | +153.6% | 1,366 | +162.7% | 0.04% | +143.8% |
| HTGC | Buy | HERCULES CAPITAL INC | $23,927 | +53.6% | 1,856 | +57.6% | 0.04% | +40.7% |
| KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $23,546 | -18.7% | 561 | 0.0% | 0.04% | -24.0% | |
| AOA | ISHARES TRaggres alloc etf | $23,847 | +6.4% | 375 | 0.0% | 0.04% | 0.0% | |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $22,520 | – | 1,000 | +100.0% | 0.04% | – |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $22,774 | +3.9% | 230 | +0.4% | 0.04% | -5.3% |
| ABR | Buy | ARBOR REALTY TRUST INC | $21,951 | +78.1% | 1,910 | +104.3% | 0.04% | +66.7% |
| GENERAL ELECTRIC CO | $21,102 | +14.2% | 221 | 0.0% | 0.03% | +6.2% | ||
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $21,497 | -47.0% | 426 | -40.8% | 0.03% | -51.4% |
| BIZD | Buy | VANECK ETF TRUST | $20,464 | +7.5% | 1,380 | +2.5% | 0.03% | 0.0% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $20,513 | +96.1% | 1,563 | +85.9% | 0.03% | +83.3% |
| VTRS | Buy | VIATRIS INC | $20,002 | +2484.2% | 2,079 | +2870.0% | 0.03% | +3100.0% |
| SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $17,944 | -88.1% | 805 | -88.1% | 0.03% | -88.8% |
| O | Buy | REALTY INCOME CORP | $18,222 | +1.0% | 288 | +1.4% | 0.03% | -6.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $17,511 | +25.9% | 209 | +5.6% | 0.03% | +16.7% |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $17,064 | – | 1,200 | +100.0% | 0.03% | – |
| KB | KB FINL GROUP INCsponsored adr | $16,814 | -5.8% | 462 | 0.0% | 0.03% | -12.9% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $17,085 | -5.1% | 150 | +1.4% | 0.03% | -12.9% |
| New | OAKTREE SPECIALTY LENDING CO | $16,706 | – | 890 | +100.0% | 0.03% | – | |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $16,880 | +283.5% | 1,339 | +251.4% | 0.03% | +237.5% |
| HD | HOME DEPOT INC | $15,921 | -6.0% | 54 | 0.0% | 0.03% | -10.3% | |
| ABT | Buy | ABBOTT LABS | $15,997 | -7.3% | 158 | +0.6% | 0.03% | -13.3% |
| DIS | DISNEY WALT CO | $16,522 | +15.3% | 165 | 0.0% | 0.03% | +4.0% | |
| IEMG | ISHARES INCcore msci emkt | $15,906 | +4.5% | 326 | 0.0% | 0.02% | -3.8% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $15,483 | +63.6% | 598 | +52.6% | 0.02% | +56.2% |
| CCL | Sell | CARNIVAL CORP | $15,337 | -40.1% | 1,511 | -52.4% | 0.02% | -43.2% |
| CAG | Buy | CONAGRA BRANDS INC | $15,454 | +371.7% | 411 | +383.5% | 0.02% | +316.7% |
| LOW | Buy | LOWES COS INC | $15,510 | +0.9% | 78 | +1.3% | 0.02% | -3.8% |
| FTNT | Sell | FORTINET INC | $14,954 | +17.6% | 225 | -13.5% | 0.02% | +9.1% |
| AMZA | Buy | ETFIS SER TR Iinfrac act mlp | $15,262 | +51.8% | 481 | +51.3% | 0.02% | +41.2% |
| CTRE | Buy | CARETRUST REIT INC | $14,223 | +6.9% | 726 | +1.4% | 0.02% | 0.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $14,446 | +9.5% | 226 | 0.0% | 0.02% | 0.0% | |
| HUBS | Buy | HUBSPOT INC | $14,578 | +1581.4% | 34 | +1033.3% | 0.02% | +2200.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $14,368 | -21.3% | 1,748 | +6.7% | 0.02% | -25.8% |
| HQY | HEALTHEQUITY INC | $14,384 | -4.8% | 245 | 0.0% | 0.02% | -11.5% | |
| DBO | New | INVESCO DB MULTI-SECTOR COMMoil fd | $14,570 | – | 1,000 | +100.0% | 0.02% | – |
| AOM | ISHARES TRmodert alloc etf | $14,270 | +4.9% | 358 | 0.0% | 0.02% | 0.0% | |
| FB | Buy | META PLATFORMS INCcl a | $13,777 | +940.6% | 65 | +490.9% | 0.02% | +1000.0% |
| HOLX | New | HOLOGIC INC | $13,962 | – | 173 | +100.0% | 0.02% | – |
| WIX | New | WIX COM LTD | $13,673 | – | 137 | +100.0% | 0.02% | – |
| ELF | New | E L F BEAUTY INC | $13,671 | – | 166 | +100.0% | 0.02% | – |
| MNDY | Sell | MONDAY COM LTD | $13,133 | -16.6% | 92 | -28.7% | 0.02% | -22.2% |
| TT | New | TRANE TECHNOLOGIES PLC | $13,247 | – | 72 | +100.0% | 0.02% | – |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $12,818 | +157.0% | 663 | +141.1% | 0.02% | +133.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $13,123 | -5.4% | 136 | +0.7% | 0.02% | -12.5% |
| Buy | SERIES PORTFOLIOS TRinfracap equity | $13,324 | +184.6% | 557 | +199.5% | 0.02% | +162.5% | |
| New | PAYCOR HCM INC | $13,154 | – | 496 | +100.0% | 0.02% | – | |
| PCAR | Buy | PACCAR INC | $13,396 | +3.3% | 183 | +39.7% | 0.02% | -4.5% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $12,860 | +21.9% | 119 | +2.6% | 0.02% | +16.7% |
| UBER | New | UBER TECHNOLOGIES INC | $13,156 | – | 415 | +100.0% | 0.02% | – |
| NRZ | Buy | RITHM CAPITAL CORP | $13,026 | +41.8% | 1,628 | +44.8% | 0.02% | +31.2% |
| PFF | Sell | ISHARES TRpfd and incm sec | $13,349 | -81.1% | 428 | -81.5% | 0.02% | -82.6% |
| OSW | New | ONESPAWORLD HOLDINGS LIMITED | $13,142 | – | 1,096 | +100.0% | 0.02% | – |
| CDAY | New | CERIDIAN HCM HLDG INC | $12,375 | – | 169 | +100.0% | 0.02% | – |
| SNCY | New | SUN CTRY AIRLS HLDGS INC | $12,731 | – | 621 | +100.0% | 0.02% | – |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $12,415 | – | 130 | +100.0% | 0.02% | – |
| NG | NOVAGOLD RES INC | $12,440 | +4.0% | 2,000 | 0.0% | 0.02% | -4.8% | |
| ANF | New | ABERCROMBIE & FITCH COcl a | $12,294 | – | 443 | +100.0% | 0.02% | – |
| BYD | New | BOYD GAMING CORP | $12,247 | – | 191 | +100.0% | 0.02% | – |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $12,365 | -10.9% | 133 | 0.0% | 0.02% | -16.7% | |
| NFLX | NETFLIX INC | $12,783 | +17.2% | 37 | 0.0% | 0.02% | +5.3% | |
| DASH | New | DOORDASH INCcl a | $12,268 | – | 193 | +100.0% | 0.02% | – |
| ZS | Sell | ZSCALER INC | $12,735 | +1.6% | 109 | -2.7% | 0.02% | -9.1% |
| DT | New | DYNATRACE INC | $12,310 | – | 291 | +100.0% | 0.02% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $12,258 | -3.7% | 181 | +0.6% | 0.02% | -9.1% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $12,792 | +9.3% | 803 | +9.5% | 0.02% | 0.0% |
| F | Buy | FORD MTR CO DEL | $12,208 | +8.7% | 969 | +0.4% | 0.02% | +5.3% |
| GOOGL | ALPHABET INCcap stk cl a | $12,448 | +17.6% | 120 | 0.0% | 0.02% | +11.1% | |
| CIEN | New | CIENA CORP | $12,238 | – | 233 | +100.0% | 0.02% | – |
| COP | CONOCOPHILLIPS | $12,303 | -15.9% | 124 | 0.0% | 0.02% | -20.0% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $11,596 | +3.5% | 300 | +2.0% | 0.02% | 0.0% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $12,126 | +15.6% | 61 | +13.0% | 0.02% | +5.6% |
| LNTH | Sell | LANTHEUS HLDGS INC | $11,559 | -4.7% | 140 | -41.2% | 0.02% | -9.5% |
| GPC | New | GENUINE PARTS CO | $11,712 | – | 70 | +100.0% | 0.02% | – |
| ANET | Sell | ARISTA NETWORKS INC | $11,751 | +12.6% | 70 | -18.6% | 0.02% | +5.6% |
| RVNC | New | REVANCE THERAPEUTICS INC | $11,564 | – | 359 | +100.0% | 0.02% | – |
| OI | Sell | O-I GLASS INC | $11,651 | +6.9% | 513 | -22.0% | 0.02% | 0.0% |
| ULTA | ULTA BEAUTY INC | $12,005 | +16.3% | 22 | 0.0% | 0.02% | +5.6% | |
| Sell | HASHICORP INC | $11,922 | +3.8% | 407 | -3.1% | 0.02% | -5.0% | |
| DENN | New | DENNYS CORP | $11,841 | – | 1,061 | +100.0% | 0.02% | – |
| GWW | Buy | GRAINGER W W INC | $11,710 | +31.6% | 17 | +6.2% | 0.02% | +26.7% |
| MGNX | New | MACROGENICS INC | $12,003 | – | 1,674 | +100.0% | 0.02% | – |
| URI | Sell | UNITED RENTALS INC | $11,873 | +1.2% | 30 | -9.1% | 0.02% | -5.0% |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $12,053 | -1.4% | 230 | +0.9% | 0.02% | -9.5% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $11,623 | – | 70 | +100.0% | 0.02% | – |
| ADI | New | ANALOG DEVICES INC | $11,834 | – | 60 | +100.0% | 0.02% | – |
| OKTA | New | OKTA INCcl a | $12,074 | – | 140 | +100.0% | 0.02% | – |
| AOK | ISHARES TRconser alloc etf | $11,572 | +4.0% | 331 | 0.0% | 0.02% | 0.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $11,766 | – | 37 | +100.0% | 0.02% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $11,742 | +3.3% | 153 | 0.0% | 0.02% | -5.0% | |
| NOV | New | NOV INC | $11,569 | – | 625 | +100.0% | 0.02% | – |
| PH | PARKER-HANNIFIN CORP | $12,100 | +15.5% | 36 | 0.0% | 0.02% | +5.6% | |
| AGCO | New | AGCO CORP | $11,357 | – | 84 | +100.0% | 0.02% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $11,130 | – | 121 | +100.0% | 0.02% | – |
| AYX | Sell | ALTERYX INC | $11,298 | -14.2% | 192 | -26.2% | 0.02% | -21.7% |
| ASB | Buy | ASSOCIATED BANC CORP | $11,256 | +1.4% | 626 | +30.1% | 0.02% | -5.3% |
| BDC | New | BELDEN INC | $11,281 | – | 130 | +100.0% | 0.02% | – |
| CALX | Buy | CALIX INC | $10,986 | -1.5% | 205 | +25.8% | 0.02% | -5.3% |
| CHCO | New | CITY HLDG CO | $11,360 | – | 125 | +100.0% | 0.02% | – |
| DKS | New | DICKS SPORTING GOODS INC | $11,068 | – | 78 | +100.0% | 0.02% | – |
| ETH | New | ETHAN ALLEN INTERIORS INC | $11,314 | – | 412 | +100.0% | 0.02% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $11,455 | – | 353 | +100.0% | 0.02% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $11,229 | – | 136 | +100.0% | 0.02% | – |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $11,534 | +0.8% | 221 | +0.5% | 0.02% | -10.0% |
| LBRT | New | LIBERTY ENERGY INC | $11,401 | – | 890 | +100.0% | 0.02% | – |
| NXGN | New | NEXTGEN HEALTHCARE INC | $11,195 | – | 643 | +100.0% | 0.02% | – |
| NTNX | NUTANIX INCcl a | $11,410 | -0.2% | 439 | 0.0% | 0.02% | -10.0% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $11,018 | -44.6% | 25 | -45.7% | 0.02% | -47.1% |
| SHAK | New | SHAKE SHACK INCcl a | $11,376 | – | 205 | +100.0% | 0.02% | – |
| LRN | New | STRIDE INC | $11,030 | – | 281 | +100.0% | 0.02% | – |
| TOL | New | TOLL BROTHERS INC | $11,226 | – | 187 | +100.0% | 0.02% | – |
| ALLE | New | ALLEGION PLC | $11,314 | – | 106 | +100.0% | 0.02% | – |
| FLNG | New | FLEX LNG LTD | $11,451 | – | 341 | +100.0% | 0.02% | – |
| INSW | Sell | INTERNATIONAL SEAWAYS INC | $11,212 | -2.0% | 269 | -12.9% | 0.02% | -10.0% |
| INSP | New | INSPIRE MED SYS INC | $10,768 | – | 46 | +100.0% | 0.02% | – |
| EFSC | New | ENTERPRISE FINL SVCS CORP | $10,568 | – | 237 | +100.0% | 0.02% | – |
| SMLF | Buy | ISHARES TRus sml cap eqt | $10,600 | +3.6% | 207 | +0.5% | 0.02% | -5.6% |
| EXAS | New | EXACT SCIENCES CORP | $10,918 | – | 161 | +100.0% | 0.02% | – |
| FNB | New | F N B CORP | $10,870 | – | 937 | +100.0% | 0.02% | – |
| FCF | New | FIRST COMWLTH FINL CORP PA | $10,591 | – | 852 | +100.0% | 0.02% | – |
| LKFN | Buy | LAKELAND FINL CORP | $10,524 | +4.5% | 168 | +21.7% | 0.02% | 0.0% |
| KNSL | New | KINSALE CAP GROUP INC | $10,806 | – | 36 | +100.0% | 0.02% | – |
| STBA | New | S & T BANCORP INC | $10,505 | – | 334 | +100.0% | 0.02% | – |
| ASC | New | ARDMORE SHIPPING CORP | $10,409 | – | 700 | +100.0% | 0.02% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $10,536 | – | 127 | +100.0% | 0.02% | – |
| BHLB | New | BERKSHIRE HILLS BANCORP INC | $10,726 | – | 428 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $10,421 | – | 34 | +100.0% | 0.02% | – |
| OFG | Buy | OFG BANCORP | $10,500 | -3.1% | 421 | +7.1% | 0.02% | -10.5% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $10,895 | -14.1% | 587 | -0.2% | 0.02% | -22.7% |
| OKE | Buy | ONEOK INC NEW | $10,755 | +101.7% | 169 | +108.6% | 0.02% | +88.9% |
| ARCC | Buy | ARES CAPITAL CORP | $10,746 | +3.0% | 588 | +4.1% | 0.02% | -5.6% |
| BOKF | Buy | BOK FINL CORP | $10,383 | -2.9% | 123 | +19.4% | 0.02% | -5.6% |
| AX | New | AXOS FINANCIAL INC | $10,781 | – | 292 | +100.0% | 0.02% | – |
| HTLF | New | HEARTLAND FINL USA INC | $10,128 | – | 264 | +100.0% | 0.02% | – |
| WAFD | New | WASHINGTON FED INC | $10,271 | – | 341 | +100.0% | 0.02% | – |
| WRE | ELME COMMUNITIESsh ben int | $9,715 | +0.3% | 544 | 0.0% | 0.02% | -5.9% | |
| KMB | KIMBERLY-CLARK CORP | $10,174 | -0.8% | 76 | 0.0% | 0.02% | -11.1% | |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $10,186 | +98.8% | 187 | +98.9% | 0.02% | +77.8% |
| UTG | Buy | REAVES UTIL INCOME FD | $10,005 | +110.7% | 353 | +110.1% | 0.02% | +100.0% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $10,229 | +109.1% | 569 | +118.8% | 0.02% | +100.0% |
| EPR | Buy | EPR PPTYS | $10,162 | +59.2% | 267 | +58.0% | 0.02% | +45.5% |
| MGM | MGM RESORTS INTERNATIONAL | $10,220 | +32.5% | 230 | 0.0% | 0.02% | +23.1% | |
| PFBC | Buy | PREFERRED BK LOS ANGELES CA | $10,195 | -3.8% | 186 | +31.0% | 0.02% | -11.1% |
| PG | PROCTER AND GAMBLE CO | $9,368 | -1.9% | 63 | 0.0% | 0.02% | -6.2% | |
| MILN | GLOBAL X FDSmillennial consu | $9,433 | +14.0% | 317 | 0.0% | 0.02% | +7.1% | |
| BANR | BANNER CORP | $9,407 | -14.0% | 173 | 0.0% | 0.02% | -21.1% | |
| Buy | ETF SER SOLUTIONShoya capt hi div | $9,500 | +98.2% | 925 | +107.4% | 0.02% | +87.5% | |
| BBY | Buy | BEST BUY INC | $9,505 | -1.4% | 121 | +0.8% | 0.02% | -11.8% |
| ENB | ENBRIDGE INC | $9,233 | -2.4% | 242 | 0.0% | 0.02% | -6.2% | |
| PCOR | Sell | PROCORE TECHNOLOGIES INC | $9,332 | -49.7% | 149 | -62.1% | 0.02% | -53.1% |
| NWBI | Sell | NORTHWEST BANCSHARES INC MD | $8,807 | -58.8% | 732 | -52.2% | 0.01% | -62.2% |
| IIM | INVESCO VALUE MUN INCOME TR | $8,479 | +1.2% | 695 | 0.0% | 0.01% | 0.0% | |
| Buy | SITIO ROYALTIES CORP | $8,621 | -7.0% | 381 | +18.7% | 0.01% | -12.5% | |
| CL | Buy | COLGATE PALMOLIVE CO | $9,004 | -4.0% | 120 | +0.8% | 0.01% | -12.5% |
| IWM | ISHARES TRrussell 2000 etf | $8,523 | +2.7% | 48 | 0.0% | 0.01% | 0.0% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $8,794 | +18.9% | 97 | 0.0% | 0.01% | +7.7% | |
| QCOM | Buy | QUALCOMM INC | $8,128 | +16.5% | 64 | +1.6% | 0.01% | +8.3% |
| BCE | BCE INC | $8,287 | +1.9% | 185 | 0.0% | 0.01% | -7.1% | |
| IYT | ISHARES TRus trsprtion | $8,003 | +7.1% | 35 | 0.0% | 0.01% | 0.0% | |
| CVS | Buy | CVS HEALTH CORP | $7,845 | -19.7% | 106 | +1.0% | 0.01% | -23.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,233 | -17.7% | 108 | -18.8% | 0.01% | -23.5% |
| New | VIZSLA SILVER CORP | $7,600 | – | 5,000 | +100.0% | 0.01% | – | |
| ICF | ISHARES TRcohen steer reit | $7,498 | +1.3% | 135 | 0.0% | 0.01% | -7.7% | |
| WMT | WALMART INC | $7,671 | +4.0% | 52 | 0.0% | 0.01% | -7.7% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $7,272 | +14.1% | 246 | 0.0% | 0.01% | +9.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $7,720 | -0.0% | 25 | 0.0% | 0.01% | -7.7% | |
| CAT | Sell | CATERPILLAR INC | $6,866 | -64.2% | 30 | -62.5% | 0.01% | -66.7% |
| IEUS | ISHARES TRdevsmcp exna etf | $6,812 | +8.0% | 128 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $7,090 | -14.2% | 89 | 0.0% | 0.01% | -21.4% | |
| IDXX | IDEXX LABS INC | $7,002 | +22.6% | 14 | 0.0% | 0.01% | +10.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,933 | -1.6% | 15 | +7.1% | 0.01% | -8.3% |
| LIT | GLOBAL X FDSlithium btry etf | $7,118 | +8.4% | 112 | 0.0% | 0.01% | 0.0% | |
| GNOM | GLOBAL X FDSgenomic biotech | $6,618 | -2.6% | 537 | 0.0% | 0.01% | -8.3% | |
| BBW | BUILD-A-BEAR WORKSHOP INC | $6,670 | -2.5% | 287 | 0.0% | 0.01% | -8.3% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $6,982 | -68.7% | 146 | -71.1% | 0.01% | -71.1% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $6,118 | +3.6% | 249 | 0.0% | 0.01% | 0.0% | |
| BX | Buy | BLACKSTONE INC | $6,196 | +19.5% | 71 | +1.4% | 0.01% | +11.1% |
| CZR | CAESARS ENTERTAINMENT INC NE | $6,248 | +17.3% | 128 | 0.0% | 0.01% | +11.1% | |
| PPL | PPL CORP | $6,281 | -4.9% | 226 | 0.0% | 0.01% | -9.1% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $6,052 | +12.7% | 89 | 0.0% | 0.01% | +11.1% | |
| CRESCENT ENERGY COMPANY | $5,673 | -5.7% | 502 | 0.0% | 0.01% | -10.0% | ||
| BTEC | Sell | PRINCIPAL EXCHANGE TRADED FDprin hlthcre inv | $5,545 | -33.8% | 167 | -32.9% | 0.01% | -35.7% |
| V | VISA INC | $5,691 | +8.8% | 25 | 0.0% | 0.01% | 0.0% | |
| ESGD | ISHARES TResg aw msci eafe | $5,891 | +9.3% | 82 | 0.0% | 0.01% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $5,491 | +4.7% | 15 | 0.0% | 0.01% | 0.0% | |
| SAND | SANDSTORM GOLD LTD | $5,810 | +10.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,659 | +7.8% | 125 | 0.0% | 0.01% | 0.0% | |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $5,525 | +14.4% | 123 | +4.2% | 0.01% | +12.5% | |
| DOCU | DOCUSIGN INC | $5,539 | +5.2% | 95 | 0.0% | 0.01% | 0.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $5,825 | – | 71 | +100.0% | 0.01% | – | |
| XAR | SPDR SER TRaerospace def | $5,846 | +6.3% | 50 | 0.0% | 0.01% | 0.0% | |
| PSN | PARSONS CORP DEL | $5,593 | -3.3% | 125 | 0.0% | 0.01% | -10.0% | |
| KKR | KKR & CO INC | $4,698 | +13.5% | 89 | 0.0% | 0.01% | +14.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $4,899 | +6.8% | 24 | 0.0% | 0.01% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $4,750 | -2.4% | 48 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $4,907 | -4.7% | 15 | 0.0% | 0.01% | -11.1% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $4,855 | -6.0% | 151 | 0.0% | 0.01% | -11.1% | |
| NEM | NEWMONT CORP | $5,197 | +3.9% | 106 | 0.0% | 0.01% | -11.1% | |
| PPH | VANECK ETF TRUSTpharmaceutcl etf | $4,891 | -0.1% | 63 | 0.0% | 0.01% | 0.0% | |
| LUCID GROUP INC | $5,186 | +17.7% | 645 | 0.0% | 0.01% | 0.0% | ||
| UBSI | UNITED BANKSHARES INC WEST V | $5,257 | -13.0% | 149 | 0.0% | 0.01% | -20.0% | |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $4,726 | +0.2% | 67 | +1.5% | 0.01% | 0.0% |
| GURU | GLOBAL X FDSglb x guru index | $4,315 | +3.4% | 123 | 0.0% | 0.01% | 0.0% | |
| IAGG | ISHARES TRcore intl aggr | $4,651 | +3.0% | 95 | 0.0% | 0.01% | -12.5% | |
| LULU | LULULEMON ATHLETICA INC | $4,371 | +13.7% | 12 | 0.0% | 0.01% | 0.0% | |
| INTC | Buy | INTEL CORP | $4,195 | +25.4% | 128 | +0.8% | 0.01% | +16.7% |
| GM | GENERAL MTRS CO | $4,102 | +9.3% | 112 | 0.0% | 0.01% | +16.7% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $3,896 | +17.5% | 47 | 0.0% | 0.01% | 0.0% | |
| SGDJ | SPROTT ETF TRUSTjr gold miners e | $3,815 | +15.9% | 114 | 0.0% | 0.01% | 0.0% | |
| ITA | ISHARES TRus aer def etf | $3,453 | +2.9% | 30 | 0.0% | 0.01% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $3,858 | +7.5% | 25 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $3,921 | +51.3% | 40 | 0.0% | 0.01% | +50.0% | |
| KO | COCA COLA CO | $3,603 | -2.5% | 58 | 0.0% | 0.01% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,443 | +3.7% | 85 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $3,476 | +2.6% | 46 | 0.0% | 0.01% | 0.0% | |
| FINX | GLOBAL X FDSfintech etf | $4,024 | +8.2% | 193 | 0.0% | 0.01% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $3,042 | +8.6% | 39 | 0.0% | 0.01% | 0.0% | |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $3,086 | +4.2% | 65 | +3.2% | 0.01% | 0.0% |
| DGRO | ISHARES TRcore div grwth | $3,100 | 0.0% | 62 | 0.0% | 0.01% | 0.0% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $3,001 | +1.9% | 72 | 0.0% | 0.01% | 0.0% | |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $2,928 | +0.4% | 107 | +2.9% | 0.01% | 0.0% |
| SMH | VANECK ETF TRUSTsemiconductr etf | $3,159 | +29.7% | 12 | 0.0% | 0.01% | +25.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,839 | +0.2% | 38 | 0.0% | 0.01% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $3,113 | +27.8% | 7 | 0.0% | 0.01% | +25.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $3,109 | +12.9% | 96 | 0.0% | 0.01% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $2,249 | +58.0% | 50 | 0.0% | 0.00% | +100.0% | |
| PMM | PUTNAM MANAGED MUN INCOME TR | $2,452 | -2.4% | 400 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $2,441 | -4.3% | 29 | 0.0% | 0.00% | 0.0% | |
| KTF | DWS MUN INCOME TR | $2,225 | +3.4% | 250 | 0.0% | 0.00% | 0.0% | |
| New | T STAMP INCcl a new | $2,570 | – | 1,000 | +100.0% | 0.00% | – | |
| TTD | THE TRADE DESK INC | $2,437 | +35.9% | 40 | 0.0% | 0.00% | +33.3% | |
| BKNG | New | BOOKING HOLDINGS INC | $2,653 | – | 1 | +100.0% | 0.00% | – |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $2,668 | +10.8% | 68 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $2,442 | +13.1% | 26 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $1,971 | +20.8% | 34 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $2,142 | +9.1% | 29 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $1,902 | +6.5% | 63 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,705 | +20.2% | 5 | 0.0% | 0.00% | +50.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $1,877 | -0.8% | 14 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $1,941 | +2.8% | 118 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $1,837 | +3.6% | 17 | 0.0% | 0.00% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $1,664 | +3.2% | 34 | 0.0% | 0.00% | 0.0% | |
| MVF | BLACKROCK MUNIVEST FD INC | $2,146 | -1.2% | 310 | 0.0% | 0.00% | -25.0% | |
| ICLN | ISHARES TRgl clean ene etf | $2,176 | -0.4% | 110 | 0.0% | 0.00% | -25.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $1,640 | +2.1% | 19 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,733 | -3.7% | 25 | 0.0% | 0.00% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $1,050 | -5.9% | 24 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $1,487 | +90.9% | 22 | 0.0% | 0.00% | +100.0% | |
| IBB | Sell | ISHARES TRishares biotech | $1,292 | -95.0% | 10 | -94.9% | 0.00% | -95.6% |
| WEWORK INCcl a | $1,143 | -45.6% | 1,470 | 0.0% | 0.00% | -50.0% | ||
| ASML | ASML HOLDING N V | $1,362 | +24.6% | 2 | 0.0% | 0.00% | 0.0% | |
| CAN | CANAAN INCsponsored ads | $1,404 | +31.1% | 520 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $1,200 | -7.0% | 76 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $1,121 | +25.3% | 100 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $989 | +32.8% | 67 | 0.0% | 0.00% | +100.0% | ||
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $1,142 | +3.5% | 11 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $1,551 | +4.2% | 43 | 0.0% | 0.00% | -33.3% | |
| INTU | INTUIT | $1,338 | +14.6% | 3 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $1,429 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ALPS ETF TR | $690 | +18.4% | 24 | 0.0% | 0.00% | 0.0% | ||
| New | EXSCIENTIA PLCads | $769 | – | 145 | +100.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $658 | -5.9% | 260 | 0.0% | 0.00% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $590 | -95.5% | 12 | -95.1% | 0.00% | -95.5% |
| KOMP | SPDR SER TRs&p kensho new | $786 | +8.6% | 18 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $528 | -17.4% | 150 | 0.0% | 0.00% | 0.0% | |
| NNDM | NANO DIMENSION LTDsponsord ads new | $544 | +25.9% | 188 | 0.0% | 0.00% | 0.0% | |
| YCBD | CBDMD INC | $595 | -14.1% | 3,051 | 0.0% | 0.00% | 0.0% | |
| FLGT | FULGENT GENETICS INC | $313 | +5.0% | 10 | 0.0% | 0.00% | 0.0% | |
| SPMD | SPDR SER TRportfolio s&p400 | $545 | +3.6% | 12 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $709 | +3.8% | 15 | 0.0% | 0.00% | 0.0% | |
| ZLAB | ZAI LAB LTDadr | $366 | +8.3% | 11 | 0.0% | 0.00% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $402 | +2.8% | 4 | 0.0% | 0.00% | 0.0% | |
| SOCL | GLOBAL X FDSsocial med etf | $925 | +19.4% | 25 | 0.0% | 0.00% | 0.0% | |
| IQLT | ISHARES TRmsci intl qualty | $812 | +9.0% | 23 | 0.0% | 0.00% | 0.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $603 | +2.4% | 8 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $465 | +2.6% | 4 | 0.0% | 0.00% | 0.0% | |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $331 | +6.8% | 6 | 0.0% | 0.00% | 0.0% | |
| HERO | GLOBAL X FDSvdeo gam esprt | $773 | +8.6% | 38 | 0.0% | 0.00% | 0.0% | |
| SHELL PLCspon ads | $461 | +1.1% | 8 | 0.0% | 0.00% | 0.0% | ||
| SHOP | SHOPIFY INCcl a | $480 | +38.3% | 10 | 0.0% | 0.00% | 0.0% | |
| RRC | RANGE RES CORP | $666 | +6.2% | 25 | 0.0% | 0.00% | 0.0% | |
| CUE HEALTH INC | $421 | -11.9% | 231 | 0.0% | 0.00% | 0.0% | ||
| SEDG | SOLAREDGE TECHNOLOGIES INC | $912 | +7.3% | 3 | 0.0% | 0.00% | 0.0% | |
| SMAR | SMARTSHEET INC | $383 | +21.6% | 8 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $549 | +4.2% | 5 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $664 | +2.6% | 11 | 0.0% | 0.00% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $581 | +1.0% | 3 | 0.0% | 0.00% | 0.0% | |
| WEX | WEX INC | $368 | +12.5% | 2 | 0.0% | 0.00% | 0.0% | |
| OVV | OVINTIV INC | $880 | -28.5% | 24 | 0.0% | 0.00% | -50.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $631 | -94.5% | 2 | -95.0% | 0.00% | -95.0% |
| SKIN | THE BEAUTY HEALTH COMPANY | $354 | +38.8% | 28 | 0.0% | 0.00% | – | |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $719 | -0.4% | 21 | 0.0% | 0.00% | 0.0% | |
| NBR | Sell | NABORS INDUSTRIES LTD | $610 | -95.0% | 5 | -93.6% | 0.00% | -95.2% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $608 | +3.9% | 14 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $849 | -24.2% | 485 | 0.0% | 0.00% | -50.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $679 | +11.3% | 15 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $350 | +20.3% | 10 | 0.0% | 0.00% | – | |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC | $810 | -94.0% | 8 | -92.9% | 0.00% | -95.7% |
| NULG | NUSHARES ETF TRnuveen esg lrgcp | $814 | +14.2% | 15 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO | $871 | -15.7% | 37 | 0.0% | 0.00% | -50.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $195 | +1.0% | 10 | 0.0% | 0.00% | – | |
| LUV | Sell | SOUTHWEST AIRLS CO | $198 | -98.2% | 6 | -98.1% | 0.00% | -100.0% |
| CBAY | CYMABAY THERAPEUTICS INC | $9 | +50.0% | 1 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $232 | -4.5% | 5 | 0.0% | 0.00% | – | ||
| SE | SEA LTDsponsord ads | $87 | +67.3% | 1 | 0.0% | 0.00% | – | |
| TMQ | TRILOGY METALS INC NEW | $178 | -2.7% | 333 | 0.0% | 0.00% | – | |
| DRAFTKINGS INC NEW | $136 | +70.0% | 7 | 0.0% | 0.00% | – | ||
| PATH | UIPATH INCcl a | $176 | +38.6% | 10 | 0.0% | 0.00% | – | |
| VBIV | VBI VACCINES INC CDA | $224 | -22.2% | 736 | 0.0% | 0.00% | – | |
| GEVO | GEVO INC | $262 | -18.9% | 170 | 0.0% | 0.00% | -100.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $69 | +11.3% | 2 | 0.0% | 0.00% | – | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $144 | +2.9% | 3 | 0.0% | 0.00% | – | |
| HMC | HONDA MOTOR LTD | $239 | +16.0% | 9 | 0.0% | 0.00% | – | |
| BAND | BANDWIDTH INC | $92 | -33.3% | 6 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $35 | +45.8% | 3 | 0.0% | 0.00% | – | |
| VXRT | VAXART INC | $274 | -21.0% | 361 | 0.0% | 0.00% | -100.0% | |
| ACB | AURORA CANNABIS INC | $160 | -24.2% | 229 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $306 | +1.7% | 3 | 0.0% | 0.00% | -100.0% | |
| NUEM | NUSHARES ETF TRnuveen esg emrgn | $253 | +5.9% | 9 | 0.0% | 0.00% | – | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $194 | -21.8% | 325 | 0.0% | 0.00% | – | |
| NUDM | NUSHARES ETF TRnuveen esg intl | $270 | +9.3% | 10 | 0.0% | 0.00% | – | |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $228 | -3.4% | 8 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $101 | -19.8% | 2 | 0.0% | 0.00% | – | |
| NUMG | NUSHARES ETF TRnuveen esg midcp | $217 | +8.5% | 6 | 0.0% | 0.00% | – | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $68 | +11.5% | 5 | 0.0% | 0.00% | – | |
| Sell | ACELRX PHARMACEUTICALS INC | $33 | -71.3% | 50 | -2.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $35 | +9.4% | 7 | 0.0% | 0.00% | – | |
| DRAGANFLY INC. | $236 | +71.0% | 184 | 0.0% | 0.00% | – | ||
| SKLZ | SKILLZ INC | $6 | +20.0% | 10 | 0.0% | 0.00% | – | |
| MXI | Exit | ISHARES TRglobal mater etf | $0 | – | -17 | -100.0% | -0.00% | – |
| CGEN | Exit | COMPUGEN LTDord | $0 | – | -1,395 | -100.0% | -0.00% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -1 | -100.0% | -0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -40 | -100.0% | -0.01% | – |
| SENT | Exit | ADVISORSHARES TRalpha dna equity | $0 | – | -121 | -100.0% | -0.01% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -40 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -203 | -100.0% | -0.01% | – |
| AGI | Exit | ALAMOS GOLD INC NEW | $0 | – | -935 | -100.0% | -0.02% | – |
| SYBT | Exit | STOCK YDS BANCORP INC | $0 | – | -144 | -100.0% | -0.02% | – |
| WNC | Exit | WABASH NATL CORP | $0 | – | -417 | -100.0% | -0.02% | – |
| CCRN | Exit | CROSS CTRY HEALTHCARE INC | $0 | – | -359 | -100.0% | -0.02% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -23 | -100.0% | -0.02% | – |
| TSLX | Exit | SIXTH STREET SPECIALTY LENDI | $0 | – | -571 | -100.0% | -0.02% | – |
| HFWA | Exit | HERITAGE FINL CORP WASH | $0 | – | -327 | -100.0% | -0.02% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -76 | -100.0% | -0.02% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -818 | -100.0% | -0.02% | – |
| OZK | Exit | BANK OZK LITTLE ROCK ARK | $0 | – | -258 | -100.0% | -0.02% | – |
| WABC | Exit | WESTAMERICA BANCORPORATION | $0 | – | -175 | -100.0% | -0.02% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -286 | -100.0% | -0.02% | – |
| VBTX | Exit | VERITEX HLDGS INC | $0 | – | -365 | -100.0% | -0.02% | – |
| TITN | Exit | TITAN MACHY INC | $0 | – | -257 | -100.0% | -0.02% | – |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -60 | -100.0% | -0.02% | – |
| DNOW | Exit | NOW INC | $0 | – | -811 | -100.0% | -0.02% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -1,034 | -100.0% | -0.02% | – |
| TRMK | Exit | TRUSTMARK CORP | $0 | – | -301 | -100.0% | -0.02% | – |
| CHEF | Exit | CHEFS WHSE INC | $0 | – | -321 | -100.0% | -0.02% | – |
| TNP | Exit | TSAKOS ENERGY NAVIGATION LTD | $0 | – | -606 | -100.0% | -0.02% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -41 | -100.0% | -0.02% | – |
| Exit | SAMSARA INC | $0 | – | -887 | -100.0% | -0.02% | – | |
| RMBS | Exit | RAMBUS INC DEL | $0 | – | -307 | -100.0% | -0.02% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -227 | -100.0% | -0.02% | – |
| PNFP | Exit | PINNACLE FINL PARTNERS INC | $0 | – | -149 | -100.0% | -0.02% | – |
| NVT | Exit | NVENT ELECTRIC PLC | $0 | – | -287 | -100.0% | -0.02% | – |
| PTEN | Exit | PATTERSON-UTI ENERGY INC | $0 | – | -661 | -100.0% | -0.02% | – |
| HWC | Exit | HANCOCK WHITNEY CORPORATION | $0 | – | -224 | -100.0% | -0.02% | – |
| PFGC | Exit | PERFORMANCE FOOD GROUP CO | $0 | – | -190 | -100.0% | -0.02% | – |
| CBOE | Exit | CBOE GLOBAL MKTS INC | $0 | – | -89 | -100.0% | -0.02% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -101 | -100.0% | -0.02% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -50 | -100.0% | -0.02% | – |
| H | Exit | HYATT HOTELS CORP | $0 | – | -120 | -100.0% | -0.02% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -378 | -100.0% | -0.02% | – |
| WTFC | Exit | WINTRUST FINL CORP | $0 | – | -128 | -100.0% | -0.02% | – |
| AEIS | Exit | ADVANCED ENERGY INDS | $0 | – | -130 | -100.0% | -0.02% | – |
| MRC | Exit | MRC GLOBAL INC | $0 | – | -940 | -100.0% | -0.02% | – |
| AME | Exit | AMETEK INC | $0 | – | -79 | -100.0% | -0.02% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -49 | -100.0% | -0.02% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -844 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -257 | -100.0% | -0.02% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -357 | -100.0% | -0.02% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -119 | -100.0% | -0.02% | – |
| ITCI | Exit | INTRA-CELLULAR THERAPIES INC | $0 | – | -216 | -100.0% | -0.02% | – |
| FFBC | Exit | FIRST FINL BANCORP OH | $0 | – | -484 | -100.0% | -0.02% | – |
| ONB | Exit | OLD NATL BANCORP IND | $0 | – | -638 | -100.0% | -0.02% | – |
| IBP | Exit | INSTALLED BLDG PRODS INC | $0 | – | -138 | -100.0% | -0.02% | – |
| CFLT | Exit | CONFLUENT INC | $0 | – | -517 | -100.0% | -0.02% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -179 | -100.0% | -0.02% | – |
| HIBB | Exit | HIBBETT INC | $0 | – | -173 | -100.0% | -0.02% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -136 | -100.0% | -0.02% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -119 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -135 | -100.0% | -0.02% | – |
| RES | Exit | RPC INC | $0 | – | -1,349 | -100.0% | -0.02% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -377 | -100.0% | -0.02% | – |
| XM | Exit | QUALTRICS INTL INC | $0 | – | -1,181 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -98 | -100.0% | -0.02% | – |
| TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -400 | -100.0% | -0.02% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -72 | -100.0% | -0.03% | – |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -573 | -100.0% | -0.03% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -168 | -100.0% | -0.04% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -255 | -100.0% | -0.10% | – |
| YDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $0 | – | -4,350 | -100.0% | -0.15% | – |
| FFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $0 | – | -2,600 | -100.0% | -0.16% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -8,344 | -100.0% | -0.72% | – |
| PJUN | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -47,922 | -100.0% | -2.44% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -13,313 | -100.0% | -2.47% | – |
| PJUL | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -62,511 | -100.0% | -3.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
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.