Regal Investment Advisors LLC - Q1 2022 holdings

$1.09 Billion is the total value of Regal Investment Advisors LLC's 528 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 20.7% .

 Value Shares↓ Weighting
IVV BuyISHARES TRcore s&p500 etf$55,254,000
+1.8%
121,788
+7.1%
5.07%
+5.5%
AAPL BuyAPPLE INC$24,585,000
-0.7%
140,797
+1.0%
2.26%
+2.8%
FTCS SellFIRST TR EXCHANGE-TRADED FDcap strength etf$23,134,000
-11.8%
295,836
-4.7%
2.12%
-8.7%
PFF BuyISHARES TRpfd and incm sec$19,649,000
+29.0%
539,505
+39.6%
1.80%
+33.7%
MSFT BuyMICROSOFT CORP$19,140,000
-7.3%
62,079
+1.1%
1.76%
-4.0%
LQD BuyISHARES TRiboxx inv cp etf$18,272,000
-6.4%
151,085
+2.6%
1.68%
-3.0%
SPY BuySPDR S&P 500 ETF TRtr unit$17,948,000
-3.1%
39,740
+1.9%
1.65%
+0.4%
USMV SellISHARES TRmsci usa min vol$16,808,000
-7.2%
216,682
-3.2%
1.54%
-3.9%
QQQ SellINVESCO QQQ TRunit ser 1$16,079,000
-9.5%
44,351
-0.7%
1.48%
-6.2%
ONEQ BuyFIDELITY COMWLTH TR$15,904,000
-5.0%
286,241
+4.1%
1.46%
-1.6%
ABBV SellABBVIE INC$15,114,000
+12.4%
93,230
-6.1%
1.39%
+16.5%
ITOT SellISHARES TRcore s&p ttl stk$14,233,000
-6.2%
141,004
-0.6%
1.31%
-2.8%
ESGU BuyISHARES TResg awr msci usa$13,153,000
-3.1%
129,777
+3.2%
1.21%
+0.4%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$12,652,000
+63.7%
112,715
+63.5%
1.16%
+69.5%
GSLC SellGOLDMAN SACHS ETF TRactivebeta us lg$11,980,000
-8.6%
134,545
-2.4%
1.10%
-5.3%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$11,657,000
-2.6%
242,707
+3.6%
1.07%
+0.8%
SCHD SellSCHWAB STRATEGIC TRus dividend eq$11,574,000
-3.3%
146,714
-0.9%
1.06%
+0.2%
VUG BuyVANGUARD INDEX FDSgrowth etf$11,466,000
-4.8%
39,866
+6.3%
1.05%
-1.3%
JNJ BuyJOHNSON & JOHNSON$11,408,000
+9.1%
64,369
+5.3%
1.05%
+13.1%
IAGG BuyISHARES TRcore intl aggr$11,303,000
-3.7%
216,826
+0.7%
1.04%
-0.2%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$11,101,000
-2.2%
68,456
+3.6%
1.02%
+1.2%
IJR SellISHARES TRcore s&p scp etf$11,060,000
-8.1%
102,520
-2.4%
1.02%
-4.7%
PG BuyPROCTER AND GAMBLE CO$10,799,000
-4.8%
70,674
+2.0%
0.99%
-1.3%
ACWV SellISHARES INCmsci gbl min vol$10,369,000
-13.1%
98,918
-10.2%
0.95%
-9.9%
EMR BuyEMERSON ELEC CO$9,266,000
+7.2%
94,501
+1.6%
0.85%
+11.0%
SDVY NewFIRST TR EXCHANGE-TRADED FDsmid risng etf$9,249,000331,887
+100.0%
0.85%
PFE BuyPFIZER INC$9,143,000
-8.2%
176,605
+4.7%
0.84%
-4.9%
AMZN BuyAMAZON COM INC$9,022,000
-1.1%
2,767
+1.2%
0.83%
+2.5%
FAUG BuyFIRST TR EXCHNG TRADED FD VIvest us buffer$8,505,000
-0.6%
223,536
+1.2%
0.78%
+2.9%
EFAV BuyISHARES TRmsci eafe min vl$8,320,000
+87.1%
115,330
+99.1%
0.76%
+93.7%
IQLT NewISHARES TRmsci intl qualty$7,757,000210,373
+100.0%
0.71%
TDIV BuyFIRST TR EXCHANGE-TRADED FDnasd tech div$7,575,000
+87.1%
128,529
+99.6%
0.70%
+93.6%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$7,574,000
-6.6%
164,189
+0.1%
0.70%
-3.2%
NVDA BuyNVIDIA CORPORATION$7,319,000
-6.8%
26,825
+0.4%
0.67%
-3.6%
EEM BuyISHARES TRmsci emg mkt etf$6,790,000
-4.5%
150,390
+3.3%
0.62%
-1.1%
FXO SellFIRST TR EXCHANGE TRADED FDfinls alphadex$6,705,000
-2.7%
146,037
-1.9%
0.62%
+0.8%
FIXD BuyFIRST TR EXCHNG TRADED FD VItcw opportunis$6,662,000
-2.4%
134,374
+4.7%
0.61%
+1.0%
FTA BuyFIRST TR LRG CP VL ALPHADEX$6,498,000
+2.6%
92,145
+1.7%
0.60%
+6.2%
T BuyAT&T INC$6,193,000
-2.4%
262,085
+1.7%
0.57%
+1.1%
IUSB BuyISHARES TRcore total usd$6,163,000
+28.0%
124,180
+36.6%
0.56%
+32.6%
GOVT BuyISHARES TRus treas bd etf$6,130,000
+3.6%
246,076
+10.9%
0.56%
+7.3%
VNQ BuyVANGUARD INDEX FDSreal estate etf$6,102,000
-5.5%
56,309
+1.1%
0.56%
-2.1%
CVX SellCHEVRON CORP NEW$6,067,000
+36.0%
37,257
-2.0%
0.56%
+41.0%
QUAL BuyISHARES TRmsci usa qlt fct$6,047,000
+2075.2%
44,912
+2253.9%
0.56%
+2120.0%
FXH BuyFIRST TR EXCHANGE TRADED FDhlth care alph$5,986,000
-2.3%
52,205
+5.8%
0.55%
+1.1%
ED SellCONSOLIDATED EDISON INC$5,964,000
+7.1%
62,994
-3.5%
0.55%
+11.0%
FYX BuyFIRST TR SML CP CORE ALPHA F$5,955,000
-4.2%
65,033
+1.5%
0.55%
-0.9%
MDT BuyMEDTRONIC PLC$5,868,000
+18.6%
52,891
+10.6%
0.54%
+22.8%
MUB BuyISHARES TRnational mun etf$5,846,000
+2.3%
53,323
+8.5%
0.54%
+5.9%
FV BuyFIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf$5,832,000
-2.1%
122,386
+1.0%
0.54%
+1.5%
VTI BuyVANGUARD INDEX FDStotal stk mkt$5,793,000
+1.0%
25,444
+7.2%
0.53%
+4.5%
MCD BuyMCDONALDS CORP$5,454,000
-6.4%
22,055
+1.4%
0.50%
-3.1%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$5,416,000
+76.3%
62,949
+90.1%
0.50%
+82.7%
BSV SellVANGUARD BD INDEX FDSshort trm bond$5,316,000
-7.5%
68,241
-4.0%
0.49%
-4.1%
MO BuyALTRIA GROUP INC$5,255,000
+31.6%
100,580
+19.4%
0.48%
+36.2%
SKYY SellFIRST TR EXCHANGE TRADED FD$5,133,000
-19.0%
56,711
-6.6%
0.47%
-16.0%
SPEM SellSPDR INDEX SHS FDSportfolio emg mk$5,127,000
-21.2%
132,702
-15.3%
0.47%
-18.4%
VOT BuyVANGUARD INDEX FDSmcap gr idxvip$5,095,000
-8.8%
22,866
+4.2%
0.47%
-5.7%
EFV SellISHARES TReafe value etf$4,956,000
-7.1%
98,598
-6.8%
0.46%
-3.6%
VOE BuyVANGUARD INDEX FDSmcap vl idxvip$4,931,000
+0.3%
32,948
+0.7%
0.45%
+3.9%
GOOGL BuyALPHABET INCcap stk cl a$4,910,000
+0.4%
1,765
+4.6%
0.45%
+3.9%
UCON BuyFIRST TR EXCHNG TRADED FD VItcw unconstrai$4,549,000
-2.8%
178,151
+0.4%
0.42%
+0.7%
FDN SellFIRST TR EXCHANGE-TRADED FDdj internt idx$4,533,000
-17.7%
24,127
-1.0%
0.42%
-14.8%
AFL BuyAFLAC INC$4,534,000
+24.4%
70,405
+12.8%
0.42%
+28.8%
IJH SellISHARES TRcore s&p mcp etf$4,429,000
-10.1%
16,505
-5.1%
0.41%
-6.9%
GSIE BuyGOLDMAN SACHS ETF TRactivebeta int$4,334,000
+6.5%
132,409
+14.8%
0.40%
+10.6%
VOO SellVANGUARD INDEX FDS$4,296,000
-15.7%
10,348
-11.4%
0.39%
-12.6%
IEFA BuyISHARES TRcore msci eafe$4,236,000
-4.8%
60,941
+2.2%
0.39%
-1.3%
AEP SellAMERICAN ELEC PWR CO INC$4,198,000
+5.3%
42,075
-6.1%
0.38%
+9.1%
EMB BuyISHARES TRjpmorgan usd emg$4,081,000
+32.7%
41,750
+48.1%
0.37%
+37.5%
AGGY BuyWISDOMTREE TRyield enhancd us$4,070,000
-6.1%
85,048
+1.4%
0.37%
-2.9%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$4,065,000
+2.7%
11,518
-13.0%
0.37%
+6.3%
DEM BuyWISDOMTREE TRemer mkt high fd$3,976,000
+50.2%
90,842
+48.7%
0.36%
+56.0%
JPM SellJPMORGAN CHASE & CO$3,876,000
-24.6%
28,434
-12.5%
0.36%
-21.8%
FLOT BuyISHARES TRfltg rate nt etf$3,830,000
-0.2%
75,809
+0.2%
0.35%
+3.2%
DUK BuyDUKE ENERGY CORP NEW$3,791,000
+15.9%
33,945
+8.9%
0.35%
+20.0%
DIS SellDISNEY WALT CO$3,784,000
-14.1%
27,585
-3.0%
0.35%
-11.0%
INTC BuyINTEL CORP$3,713,000
-3.3%
74,919
+0.5%
0.34%
+0.3%
HYG BuyISHARES TRiboxx hi yd etf$3,681,000
+130.2%
44,730
+143.5%
0.34%
+138.0%
KO BuyCOCA COLA CO$3,653,000
+5.8%
58,915
+1.0%
0.34%
+9.5%
VZ SellVERIZON COMMUNICATIONS INC$3,573,000
-2.1%
70,136
-0.1%
0.33%
+1.5%
COST BuyCOSTCO WHSL CORP NEW$3,568,000
+3.6%
6,195
+2.2%
0.33%
+7.2%
TGT SellTARGET CORP$3,543,000
-10.6%
16,694
-2.5%
0.32%
-7.4%
GHYB BuyGOLDMAN SACHS ETF TRaccess hig yld$3,460,000
-1.5%
73,197
+3.6%
0.32%
+1.9%
WMT BuyWALMART INC$3,438,000
+5.7%
23,090
+2.7%
0.32%
+9.4%
IWM BuyISHARES TRrussell 2000 etf$3,325,000
-6.9%
16,196
+0.9%
0.30%
-3.5%
VO SellVANGUARD INDEX FDSmid cap etf$3,265,000
-7.2%
13,726
-0.6%
0.30%
-3.8%
F SellFORD MTR CO DEL$3,215,000
-19.0%
190,159
-0.5%
0.30%
-16.0%
TIP SellISHARES TRtips bd etf$3,148,000
-37.8%
25,267
-35.5%
0.29%
-35.5%
AGG SellISHARES TRcore us aggbd et$3,134,000
-22.2%
29,266
-17.2%
0.29%
-19.3%
WM BuyWASTE MGMT INC DEL$3,043,000
+0.9%
19,202
+6.3%
0.28%
+4.5%
RTX SellRAYTHEON TECHNOLOGIES CORP$3,041,000
-6.6%
30,699
-18.9%
0.28%
-3.1%
CINF BuyCINCINNATI FINL CORP$3,029,000
+20.4%
22,280
+0.9%
0.28%
+24.7%
STIP BuyISHARES TR0-5 yr tips etf$3,034,000
+109.5%
28,907
+111.3%
0.28%
+117.2%
GLD BuySPDR GOLD TR$3,010,000
+34.9%
16,661
+27.7%
0.28%
+39.4%
VPU BuyVANGUARD WORLD FDSutilities etf$2,919,000
+77.3%
18,038
+71.4%
0.27%
+83.6%
LZB  LA Z BOY INC$2,897,000
-27.4%
109,8560.0%0.27%
-24.6%
RLY BuySSGA ACTIVE ETF TRmult ass rlrtn$2,885,000
+16.3%
93,590
+1.9%
0.26%
+20.5%
ADP BuyAUTOMATIC DATA PROCESSING IN$2,875,000
-3.9%
12,637
+4.2%
0.26%
-0.4%
AMLP BuyALPS ETF TRalerian mlp$2,863,000
+96.0%
74,742
+67.5%
0.26%
+103.9%
HDV BuyISHARES TRcore high dv etf$2,832,000
+8.7%
26,493
+2.7%
0.26%
+12.6%
VB BuyVANGUARD INDEX FDSsmall cp etf$2,810,000
-4.7%
13,219
+1.4%
0.26%
-1.1%
EFG SellISHARES TReafe grwth etf$2,797,000
-48.0%
29,055
-40.4%
0.26%
-46.1%
JNK SellSPDR SER TRbloomberg high y$2,795,000
-10.8%
27,272
-5.5%
0.26%
-7.6%
PEP BuyPEPSICO INC$2,770,000
-0.8%
16,548
+2.9%
0.25%
+2.8%
CVS SellCVS HEALTH CORP$2,732,000
-7.6%
26,992
-5.9%
0.25%
-4.2%
SCZ BuyISHARES TReafe sml cp etf$2,602,000
-5.6%
39,215
+4.0%
0.24%
-2.0%
IVOL BuyKRANESHARES TRquadrtc int rt$2,566,000
+76.4%
100,166
+84.9%
0.24%
+82.2%
LMBS BuyFIRST TR EXCHANGE-TRADED FDfst low oppt eft$2,484,000
+0.3%
50,751
+2.5%
0.23%
+4.1%
ESGE BuyISHARES INCesg awr msci em$2,441,000
+18.6%
66,448
+28.3%
0.22%
+23.1%
IWC BuyISHARES TRmicro-cap etf$2,387,000
-4.7%
18,521
+3.3%
0.22%
-1.4%
IXN BuyISHARES TRglobal tech etf$2,308,000
+27.9%
39,784
+41.9%
0.21%
+32.5%
BMY SellBRISTOL-MYERS SQUIBB CO$2,286,000
-4.9%
31,298
-18.9%
0.21%
-1.4%
VSS SellVANGUARD INTL EQUITY INDEX Fftse smcap etf$2,266,000
-7.8%
18,287
-0.3%
0.21%
-4.6%
FXG BuyFIRST TR EXCHANGE TRADED FDconsumr staple$2,252,000
+118.4%
35,347
+112.3%
0.21%
+127.5%
BAC SellBK OF AMERICA CORP$2,208,000
-10.5%
53,573
-3.4%
0.20%
-6.9%
IBM BuyINTERNATIONAL BUSINESS MACHS$2,200,000
+10.0%
16,913
+13.0%
0.20%
+14.1%
GNR SellSPDR INDEX SHS FDSglb nat resrce$2,168,000
+10.1%
34,538
-5.4%
0.20%
+14.4%
IWF BuyISHARES TRrus 1000 grw etf$2,154,000
+0.7%
7,756
+10.7%
0.20%
+4.2%
FPE BuyFIRST TR EXCH TRADED FD IIIpfd secs inc etf$2,151,000
-1.1%
113,123
+5.7%
0.20%
+2.1%
SHOP BuySHOPIFY INCcl a$2,131,000
-47.7%
3,152
+6.5%
0.20%
-45.7%
V SellVISA INC$2,121,000
-18.3%
9,563
-20.2%
0.20%
-15.2%
VWOB SellVANGUARD WHITEHALL FDSemerg mkt bd etf$2,084,000
-24.5%
29,831
-16.1%
0.19%
-22.0%
CAT SellCATERPILLAR INC$2,070,000
+7.6%
9,293
-0.1%
0.19%
+11.8%
IYE SellISHARES TRu.s. energy etf$2,044,000
+30.2%
49,956
-4.2%
0.19%
+35.3%
VXF BuyVANGUARD INDEX FDSextend mkt etf$2,046,000
-8.0%
12,352
+1.6%
0.19%
-4.6%
CLX SellCLOROX CO DEL$1,957,000
-20.3%
14,076
-0.1%
0.18%
-17.4%
COP SellCONOCOPHILLIPS$1,845,000
+31.9%
18,457
-4.8%
0.17%
+36.3%
MMM Sell3M CO$1,846,000
-16.7%
12,397
-0.6%
0.17%
-13.8%
C SellCITIGROUP INC$1,844,000
-21.8%
34,525
-11.6%
0.17%
-19.1%
QTEC SellFIRST TR NASDAQ 100 TECH IND$1,828,000
-16.3%
11,985
-3.9%
0.17%
-13.4%
FB BuyMETA PLATFORMS INCcl a$1,824,000
-32.3%
8,201
+2.3%
0.17%
-30.1%
IUSV BuyISHARES TRcore s&p us vlu$1,817,000
+0.1%
23,944
+0.7%
0.17%
+3.7%
DVY SellISHARES TRselect divid etf$1,789,000
+3.5%
13,965
-1.0%
0.16%
+7.2%
KMB BuyKIMBERLY-CLARK CORP$1,744,000
-11.5%
14,155
+2.7%
0.16%
-8.0%
CTVA SellCORTEVA INC$1,695,000
+18.8%
29,486
-2.3%
0.16%
+23.8%
IWY BuyISHARES TRrus tp200 gr etf$1,679,000
+193.0%
10,565
+219.7%
0.15%
+202.0%
PNC SellPNC FINL SVCS GROUP INC$1,671,000
-8.0%
9,056
-0.0%
0.15%
-5.0%
CRM SellSALESFORCE COM INC$1,653,000
-19.2%
7,785
-3.3%
0.15%
-16.0%
XOM SellEXXON MOBIL CORP$1,630,000
+30.5%
19,741
-3.3%
0.15%
+35.1%
SQ BuyBLOCK INCcl a$1,620,000
-14.2%
11,949
+2.2%
0.15%
-10.8%
TMO BuyTHERMO FISHER SCIENTIFIC INC$1,613,000
-9.1%
2,731
+2.6%
0.15%
-5.7%
NOC BuyNORTHROP GRUMMAN CORP$1,600,000
+16.4%
3,579
+0.8%
0.15%
+20.5%
UCO BuyPROSHARES TR IIulta blmbg 2017$1,604,000
+80.0%
10,461
+1.9%
0.15%
+86.1%
LYFT BuyLYFT INC$1,582,000
-10.0%
41,215
+0.2%
0.14%
-7.1%
VIAC SellPARAMOUNT GLOBAL$1,581,000
+23.7%
41,817
-1.3%
0.14%
+28.3%
FM SellISHARES INCmsci frontier$1,584,000
-7.3%
48,715
-1.6%
0.14%
-4.0%
SO BuySOUTHERN CO$1,532,000
+6.6%
21,121
+0.8%
0.14%
+11.0%
CMP SellCOMPASS MINERALS INTL INC$1,526,000
+20.6%
24,297
-1.9%
0.14%
+25.0%
AMJ SellJPMORGAN CHASE & COalerian ml etn$1,522,000
+10.9%
72,790
-5.6%
0.14%
+14.8%
BLK SellBLACKROCK INC$1,531,000
-16.8%
2,004
-0.3%
0.14%
-14.1%
GOOG BuyALPHABET INCcap stk cl c$1,514,000
+2.2%
542
+5.9%
0.14%
+6.1%
SPYV BuySPDR SER TRprtflo s&p500 vl$1,492,000
+584.4%
35,748
+588.5%
0.14%
+621.1%
IVW SellISHARES TRs&p 500 grwt etf$1,470,000
-13.1%
19,242
-4.8%
0.14%
-10.0%
UNH BuyUNITEDHEALTH GROUP INC$1,458,000
+5.7%
2,857
+3.9%
0.13%
+9.8%
LOW SellLOWES COS INC$1,461,000
-26.6%
7,224
-6.2%
0.13%
-23.9%
HD SellHOME DEPOT INC$1,417,000
-50.8%
4,736
-31.8%
0.13%
-49.0%
CSCO SellCISCO SYS INC$1,416,000
-44.6%
25,379
-37.1%
0.13%
-42.7%
VMBS BuyVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$1,408,000
-0.2%
28,105
+5.2%
0.13%
+3.2%
VBR SellVANGUARD INDEX FDSsm cp val etf$1,403,000
-2.5%
7,973
-0.9%
0.13%
+1.6%
COMT BuyISHARES U S ETF TRgsci cmdty stgy$1,411,000
+63.5%
35,228
+26.0%
0.13%
+69.7%
NOW BuySERVICENOW INC$1,397,000
+77.7%
2,508
+107.1%
0.13%
+82.9%
NUE SellNUCOR CORP$1,370,000
+28.9%
9,219
-1.0%
0.13%
+34.0%
STZ SellCONSTELLATION BRANDS INCcl a$1,347,000
-9.1%
5,850
-0.9%
0.12%
-5.3%
AMD BuyADVANCED MICRO DEVICES INC$1,352,000
-16.3%
12,368
+10.2%
0.12%
-13.3%
AAAU BuyGOLDMAN SACHS PHYSICAL GOLDunit$1,339,000
+7.2%
69,617
+1.3%
0.12%
+10.8%
GILD BuyGILEAD SCIENCES INC$1,330,000
-13.2%
22,376
+6.0%
0.12%
-10.3%
SYY BuySYSCO CORP$1,320,000
+12.2%
16,163
+7.9%
0.12%
+16.3%
FALN SellISHARES TRfaln angls usd$1,322,000
-29.8%
47,612
-24.3%
0.12%
-27.5%
GIGB SellGOLDMAN SACHS ETF TRaccess invt gr$1,303,000
-9.7%
26,151
-2.0%
0.12%
-6.2%
TAIL BuyCAMBRIA ETF TRtail risk$1,295,000
-5.6%
77,753
+1.2%
0.12%
-2.5%
MCHP SellMICROCHIP TECHNOLOGY INC.$1,280,000
-14.8%
17,039
-1.2%
0.12%
-12.0%
UPS BuyUNITED PARCEL SERVICE INCcl b$1,270,000
+20.6%
5,921
+20.5%
0.12%
+25.8%
VTIP BuyVANGUARD MALVERN FDSstrm infproidx$1,272,000
+1.1%
24,851
+1.6%
0.12%
+5.4%
LEG BuyLEGGETT & PLATT INC$1,276,000
+11.9%
36,680
+32.4%
0.12%
+15.8%
FXR BuyFIRST TR EXCHANGE TRADED FDindls prod dur$1,280,000
-0.2%
22,644
+10.2%
0.12%
+2.6%
JMBS BuyJANUS DETROIT STR TRhenderson mtg$1,262,000
-4.0%
25,283
+1.4%
0.12%0.0%
MBB BuyISHARES TRmbs etf$1,269,000
-3.4%
12,457
+1.8%
0.12%0.0%
QCOM BuyQUALCOMM INC$1,241,000
-15.7%
8,120
+0.9%
0.11%
-12.3%
FXD BuyFIRST TR EXCHANGE TRADED FDconsumr discre$1,239,000
-10.7%
22,740
+1.6%
0.11%
-7.3%
TSLA BuyTESLA INC$1,238,000
+7.1%
1,149
+5.0%
0.11%
+11.8%
PPA NewINVESCO EXCHANGE TRADED FD Taerospace defn$1,216,00015,525
+100.0%
0.11%
JLL SellJONES LANG LASALLE INC$1,217,000
-12.1%
5,080
-1.1%
0.11%
-8.9%
IYW SellISHARES TRu.s. tech etf$1,213,000
-11.7%
11,771
-1.6%
0.11%
-9.0%
VTV BuyVANGUARD INDEX FDSvalue etf$1,211,000
+3.1%
8,195
+2.6%
0.11%
+6.7%
IHI SellISHARES TRu.s. med dvc etf$1,200,000
-14.2%
19,687
-7.2%
0.11%
-11.3%
QYLD BuyGLOBAL X FDSnasdaq 100 cover$1,203,000
+3.1%
57,398
+9.1%
0.11%
+6.8%
FVD BuyFIRST TR VALUE LINE DIVID IN$1,189,000
+2.3%
28,107
+4.1%
0.11%
+5.8%
SHM BuySPDR SER TRnuveen blmbrg sh$1,182,000
-2.9%
24,979
+0.9%
0.11%0.0%
XYLD NewGLOBAL X FDSs&p 500 covered$1,174,00023,709
+100.0%
0.11%
AMAT SellAPPLIED MATLS INC$1,179,000
-17.6%
8,946
-1.6%
0.11%
-15.0%
IHF NewISHARES TRus hlthcr pr etf$1,163,0004,110
+100.0%
0.11%
DD BuyDUPONT DE NEMOURS INC$1,151,000
-6.9%
15,636
+2.2%
0.11%
-2.8%
KMI BuyKINDER MORGAN INC DEL$1,150,000
+39.4%
60,776
+16.8%
0.11%
+45.2%
VLUE SellISHARES TRmsci usa value$1,151,000
-48.5%
11,009
-46.1%
0.11%
-46.5%
DDOG SellDATADOG INC$1,148,000
-32.9%
7,583
-21.1%
0.10%
-30.9%
INGR SellINGREDION INC$1,144,000
-10.4%
13,130
-0.7%
0.10%
-7.1%
DOW SellDOW INC$1,145,000
+8.9%
17,974
-3.0%
0.10%
+12.9%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$1,133,000
-8.0%
15,220
-11.6%
0.10%
-4.6%
IYR BuyISHARES TRu.s. real es etf$1,133,000
-2.1%
10,467
+5.1%
0.10%
+2.0%
DFS SellDISCOVER FINL SVCS$1,132,000
-7.7%
10,276
-3.1%
0.10%
-4.6%
BWA SellBORGWARNER INC$1,115,000
-13.8%
28,648
-0.2%
0.10%
-11.3%
SPYG SellSPDR SER TRprtflo s&p500 gw$1,108,000
-22.7%
16,736
-15.4%
0.10%
-19.7%
FBT BuyFIRST TR EXCHANGE-TRADED FDny arca biotech$1,101,000
-2.4%
7,379
+6.0%
0.10%
+1.0%
XLK SellSELECT SECTOR SPDR TRtechnology$1,104,000
-11.3%
6,944
-2.9%
0.10%
-8.2%
XLE BuySELECT SECTOR SPDR TRenergy$1,095,000
+38.1%
14,321
+0.3%
0.10%
+42.9%
GWRE BuyGUIDEWIRE SOFTWARE INC$1,082,000
-14.9%
11,432
+2.0%
0.10%
-12.4%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$1,076,000
-83.3%
13,527
-82.2%
0.10%
-82.7%
FFEB SellFIRST TR EXCHNG TRADED FD VIus eqt buffer$1,065,000
-3.1%
27,885
-2.4%
0.10%
+1.0%
OEF BuyISHARES TRs&p 100 etf$1,048,000
-1.8%
5,026
+3.2%
0.10%
+2.1%
MRK SellMERCK & CO INC$1,030,000
-0.6%
12,559
-7.1%
0.09%
+2.2%
IJT BuyISHARES TRs&p sml 600 gwt$1,025,000
-2.0%
8,192
+8.7%
0.09%
+1.1%
ANGL NewVANECK ETF TRUSTfallen angel hg$1,014,00033,342
+100.0%
0.09%
USXF BuyISHARES TResg msci usa etf$1,007,000
-6.2%
28,209
+3.7%
0.09%
-3.2%
HYLB NewDBX ETF TRxtrack usd high$1,005,00026,641
+100.0%
0.09%
ABT BuyABBOTT LABS$998,000
-0.6%
8,437
+18.3%
0.09%
+3.4%
CLF BuyCLEVELAND-CLIFFS INC NEW$983,000
+61.9%
30,504
+9.4%
0.09%
+66.7%
SCHV BuySCHWAB STRATEGIC TRus lcap va etf$975,000
+1.9%
13,659
+4.6%
0.09%
+4.7%
FISV BuyFISERV INC$966,000
+2.7%
9,532
+5.1%
0.09%
+7.2%
PHB NewINVESCO EXCH TRADED FD TR IIfndmntl hy crp$972,00052,915
+100.0%
0.09%
NEM SellNEWMONT CORP$937,000
-19.4%
11,784
-37.1%
0.09%
-16.5%
VOOV SellVANGUARD ADMIRAL FDS INC500 val idx fd$935,000
-1.1%
6,201
-0.6%
0.09%
+2.4%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$922,000
-9.6%
8,477
-1.3%
0.08%
-5.6%
GM SellGENERAL MTRS CO$919,000
-30.7%
21,013
-7.1%
0.08%
-28.2%
AMGN BuyAMGEN INC$915,000
+11.6%
3,783
+3.8%
0.08%
+15.1%
MA SellMASTERCARD INCORPORATEDcl a$914,000
-1.4%
2,557
-0.9%
0.08%
+2.4%
EW SellEDWARDS LIFESCIENCES CORP$909,000
-21.8%
7,725
-13.9%
0.08%
-19.4%
ISCF SellISHARES TRmsci intl sml cp$901,000
-9.9%
26,247
-4.9%
0.08%
-6.7%
XLF SellSELECT SECTOR SPDR TRfinancial$898,000
-12.7%
23,432
-11.1%
0.08%
-9.9%
NTNX BuyNUTANIX INCcl a$884,000
-8.6%
32,974
+8.7%
0.08%
-5.8%
DSI BuyISHARES TRmsci kld400 soc$886,000
+51.5%
10,232
+62.5%
0.08%
+55.8%
EXC SellEXELON CORP$869,000
-19.1%
18,245
-1.9%
0.08%
-15.8%
IVE BuyISHARES TRs&p 500 val etf$856,000
+13.2%
5,496
+13.9%
0.08%
+17.9%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$853,000
+5.3%
16,420
+9.4%
0.08%
+8.3%
NKE BuyNIKE INCcl b$855,000
-13.8%
6,358
+6.8%
0.08%
-11.4%
KBWB SellINVESCO EXCH TRADED FD TR IIkbw bk etf$854,000
-60.9%
13,400
-58.4%
0.08%
-59.6%
MDB  MONGODB INCcl a$848,000
-16.2%
1,9110.0%0.08%
-13.3%
FANG SellDIAMONDBACK ENERGY INC$855,000
-47.5%
6,235
-58.7%
0.08%
-45.8%
PCEF SellINVESCO EXCH TRADED FD TR II$836,000
-39.6%
37,875
-33.8%
0.08%
-36.9%
HNDL BuySTRATEGY SHSns 7handl idx$828,000
+92.6%
34,354
+107.8%
0.08%
+100.0%
FCX SellFREEPORT-MCMORAN INCcl b$827,000
+7.5%
16,627
-9.8%
0.08%
+11.8%
FTXR SellFIRST TR EXCHANGE-TRADED FDnasdaq transn$819,000
-8.4%
25,360
-2.0%
0.08%
-5.1%
STOR SellSTORE CAP CORP$818,000
-16.6%
27,995
-1.9%
0.08%
-13.8%
NZF SellNUVEEN MUNICIPAL CREDIT INC$820,000
-18.8%
56,143
-4.9%
0.08%
-15.7%
FMB SellFIRST TR EXCH TRADED FD IIImanagd mun etf$811,000
-23.3%
15,292
-17.6%
0.07%
-21.3%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$801,000
-0.6%
5,850
+2.2%
0.07%
+2.8%
GSST BuyGOLDMAN SACHS ETF TRaces ultra shr$791,000
+5.6%
15,772
+6.2%
0.07%
+10.6%
DGRO SellISHARES TRcore div grwth$781,000
-10.5%
14,637
-6.8%
0.07%
-6.5%
IAU SellISHARES GOLD TRishares new$782,000
-10.5%
21,242
-15.4%
0.07%
-6.5%
TLH BuyISHARES TR10-20 yr trs etf$778,000
+103.7%
5,784
+124.7%
0.07%
+108.8%
VRTX BuyVERTEX PHARMACEUTICALS INC$773,000
+87.6%
2,961
+57.7%
0.07%
+97.2%
SLV BuyISHARES SILVER TRishares$766,000
+7.3%
33,473
+0.8%
0.07%
+11.1%
BIDU SellBAIDU INCspon adr rep a$762,000
-12.5%
5,762
-1.6%
0.07%
-9.1%
MPC SellMARATHON PETE CORP$747,000
-43.9%
8,729
-58.0%
0.07%
-41.5%
ORCL BuyORACLE CORP$746,000
-4.6%
9,012
+0.5%
0.07%
-1.4%
PLTR BuyPALANTIR TECHNOLOGIES INCcl a$728,000
-15.1%
52,990
+12.5%
0.07%
-11.8%
LLY BuyLILLY ELI & CO$723,000
+3.9%
2,528
+0.4%
0.07%
+6.5%
SSUS SellSTRATEGY SHSday hagan ned$723,000
-7.2%
20,312
-2.9%
0.07%
-4.3%
EXEL  EXELIXIS INC$719,000
+24.0%
31,7310.0%0.07%
+29.4%
EMGF SellISHARES INCmsci emerg mkt$704,000
-10.4%
14,556
-5.3%
0.06%
-7.1%
WYNN SellWYNN RESORTS LTD$710,000
-10.6%
8,907
-4.6%
0.06%
-7.1%
ACN BuyACCENTURE PLC IRELAND$699,000
-15.2%
2,072
+4.2%
0.06%
-12.3%
BNDX SellVANGUARD CHARLOTTE FDStotal int bd etf$702,000
-6.3%
13,387
-1.4%
0.06%
-3.0%
JSMD SellJANUS DETROIT STR TRhendersn sml etf$690,000
-92.8%
11,317
-92.0%
0.06%
-92.5%
KWEB SellKRANESHARES TRcsi chi internet$684,000
-28.9%
23,975
-9.0%
0.06%
-25.9%
PGR SellPROGRESSIVE CORP$672,000
+11.1%
5,893
-0.1%
0.06%
+14.8%
BGS SellB & G FOODS INC NEW$675,000
-13.5%
25,033
-1.4%
0.06%
-10.1%
SPLK SellSPLUNK INC$668,000
+26.3%
4,498
-1.6%
0.06%
+29.8%
HYD SellVANECK ETF TRUSThigh yld munietf$661,000
-63.7%
11,511
-60.5%
0.06%
-62.1%
NTR SellNUTRIEN LTD$662,000
-48.1%
6,372
-62.4%
0.06%
-46.0%
FEX BuyFIRST TR LRGE CP CORE ALPHA$652,000
-3.4%
7,387
+1.1%
0.06%0.0%
IWB BuyISHARES TRrus 1000 etf$654,000
+66.8%
2,614
+76.3%
0.06%
+71.4%
JEPI BuyJ P MORGAN EXCHANGE-TRADED Fequity premium$650,000
+17.5%
10,600
+21.1%
0.06%
+22.4%
AVGO BuyBROADCOM INC$638,000
-2.9%
1,014
+2.6%
0.06%
+1.7%
EOG SellEOG RES INC$648,000
-39.4%
5,433
-54.9%
0.06%
-37.9%
EWX BuySPDR INDEX SHS FDSs&p emktsc etf$647,000
-1.4%
11,415
+3.2%
0.06%
+1.7%
EFA BuyISHARES TRmsci eafe etf$630,000
-5.7%
8,561
+0.8%
0.06%
-1.7%
AZO BuyAUTOZONE INC$622,000
+35.5%
304
+38.8%
0.06%
+39.0%
MBWM BuyMERCANTILE BK CORP$605,000
+1.2%
17,091
+0.1%
0.06%
+5.7%
VBK SellVANGUARD INDEX FDSsml cp grw etf$609,000
-12.2%
2,452
-0.4%
0.06%
-8.2%
XLI SellSELECT SECTOR SPDR TRsbi int-inds$600,000
-3.5%
5,830
-0.9%
0.06%0.0%
IYH BuyISHARES TRus hlthcare etf$601,000
-3.8%
2,083
+0.0%
0.06%0.0%
ESML SellISHARES TResg aware msci$600,000
-13.5%
15,768
-8.4%
0.06%
-9.8%
LRCX SellLAM RESEARCH CORP$601,000
-62.0%
1,116
-49.2%
0.06%
-60.7%
CNXC BuyCONCENTRIX CORP$592,000
-6.6%
3,556
+0.1%
0.05%
-3.6%
CCI BuyCROWN CASTLE INTL CORP NEW$579,000
+14.7%
3,138
+29.8%
0.05%
+17.8%
FTXN NewFIRST TR EXCHANGE-TRADED FDnasdq oil gas$576,00021,747
+100.0%
0.05%
PRU BuyPRUDENTIAL FINL INC$583,000
+17.1%
4,936
+7.3%
0.05%
+20.5%
DHR SellDANAHER CORPORATION$563,000
-58.1%
1,920
-53.0%
0.05%
-56.3%
ETR BuyENTERGY CORP NEW$569,000
+18.3%
4,874
+14.1%
0.05%
+20.9%
DEO SellDIAGEO PLCspon adr new$562,000
-58.0%
2,767
-54.5%
0.05%
-56.3%
FUBO BuyFUBOTV INC$555,000
-54.1%
84,462
+8.3%
0.05%
-52.3%
DMO BuyWESTERN ASSET MTG DEFINED OP$561,000
-11.9%
41,958
+0.1%
0.05%
-8.9%
IWD BuyISHARES TRrus 1000 val etf$551,000
+14.6%
3,320
+15.9%
0.05%
+18.6%
EMLP BuyFIRST TR EXCHANGE-TRADED FDno amer energy$558,000
+10.9%
20,153
+0.1%
0.05%
+13.3%
PYPL BuyPAYPAL HLDGS INC$552,000
-38.4%
4,771
+0.4%
0.05%
-35.4%
VXUS BuyVANGUARD STAR FDSvg tl intl stk f$544,000
-5.7%
9,099
+0.2%
0.05%
-2.0%
GBIL SellGOLDMAN SACHS ETF TRacces treasury$549,000
-12.9%
5,490
-12.8%
0.05%
-10.7%
BA SellBOEING CO$529,000
-7.0%
2,764
-2.1%
0.05%
-2.0%
FDL  FIRST TR MORNINGSTAR DIVID L$529,000
+5.4%
14,1260.0%0.05%
+11.4%
NewPHILLIPS EDISON & CO INC$533,00015,498
+100.0%
0.05%
IJS BuyISHARES TRsp smcp600vl etf$534,000
-1.1%
5,211
+0.8%
0.05%
+2.1%
EUSB SellISHARES TResg adv ttl usd$520,000
-6.1%
11,192
-0.2%
0.05%
-2.0%
VGT SellVANGUARD WORLD FDSinf tech etf$524,000
-24.9%
1,258
-17.4%
0.05%
-22.6%
WELL BuyWELLTOWER INC$515,000
+129.9%
5,352
+105.0%
0.05%
+135.0%
HYMB SellSPDR SER TRnuveen bloomberg$512,000
-71.8%
9,286
-69.3%
0.05%
-70.8%
MRNA BuyMODERNA INC$511,000
-3.8%
2,966
+41.8%
0.05%0.0%
PAVE SellGLOBAL X FDSus infr dev etf$512,000
-4.7%
18,116
-2.9%
0.05%
-2.1%
SRLN NewSSGA ACTIVE ETF TRblackstone senr$505,00011,231
+100.0%
0.05%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$494,000
-15.0%
11,353
-13.8%
0.04%
-11.8%
MS SellMORGAN STANLEY$486,000
-11.0%
5,553
-0.1%
0.04%
-6.2%
SBUX SellSTARBUCKS CORP$493,000
-35.9%
5,424
-17.5%
0.04%
-33.8%
CME SellCME GROUP INC$486,000
-56.9%
2,043
-58.6%
0.04%
-55.0%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$489,000
-29.1%
3,099
-26.9%
0.04%
-26.2%
PTBD BuyPACER FDS TRtrendpilot us bd$481,000
-9.1%
19,785
+0.7%
0.04%
-6.4%
SHW BuySHERWIN WILLIAMS CO$483,000
-25.6%
1,935
+5.0%
0.04%
-22.8%
NXP BuyNUVEEN SELECT TAX-FREE INCOMsh ben int$476,000
+12.8%
33,007
+25.0%
0.04%
+18.9%
SOXX BuyISHARES TRishares semicdtr$481,000
+12.1%
1,015
+28.3%
0.04%
+15.8%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$465,000
-4.5%
1,3410.0%0.04%0.0%
RSG SellREPUBLIC SVCS INC$471,000
-61.8%
3,553
-59.8%
0.04%
-60.6%
SPGI SellS&P GLOBAL INC$464,000
-60.8%
1,131
-54.9%
0.04%
-59.0%
DMXF BuyISHARES TResg eafe etf$464,000
-5.7%
7,608
+6.4%
0.04%
-2.3%
XLY NewSELECT SECTOR SPDR TRput$463,0002,500
+100.0%
0.04%
PTNQ NewPACER FDS TRtrendp 100 etf$462,0008,855
+100.0%
0.04%
TLT SellISHARES TR20 yr tr bd etf$453,000
-44.3%
3,433
-37.5%
0.04%
-41.7%
ROK SellROCKWELL AUTOMATION INC$461,000
-63.7%
1,645
-54.8%
0.04%
-62.5%
AMT BuyAMERICAN TOWER CORP NEW$453,000
-6.2%
1,803
+9.3%
0.04%
-2.3%
HYDB SellISHARES TRhigh yld bd fctr$458,000
-26.2%
9,407
-22.2%
0.04%
-23.6%
HBAN BuyHUNTINGTON BANCSHARES INC$445,000
-4.9%
30,447
+0.4%
0.04%0.0%
FXL BuyFIRST TR EXCHANGE TRADED FDtech alphadex$449,000
-12.1%
3,869
+0.0%
0.04%
-8.9%
X BuyUNITED STATES STL CORP NEW$447,000
+92.7%
11,840
+21.6%
0.04%
+95.2%
TWLO BuyTWILIO INCcl a$447,000
-7.6%
2,708
+47.4%
0.04%
-4.7%
SNX SellTD SYNNEX CORPORATION$449,000
-35.3%
4,353
-28.3%
0.04%
-32.8%
HYGV NewFLEXSHARES TRhig yld vl etf$450,0009,724
+100.0%
0.04%
CMCSA SellCOMCAST CORP NEWcl a$446,000
-9.7%
9,535
-2.9%
0.04%
-6.8%
CSX SellCSX CORP$434,000
-25.7%
11,586
-25.3%
0.04%
-23.1%
HEFA BuyISHARES TRhdg msci eafe$432,000
+1.4%
12,724
+5.6%
0.04%
+5.3%
CPRI SellCAPRI HOLDINGS LIMITED$434,000
-65.7%
8,444
-56.8%
0.04%
-64.3%
FTC  FIRST TRUST LRGCP GWT ALPHAD$422,000
-11.2%
3,9520.0%0.04%
-7.1%
ABNB BuyAIRBNB INC$421,000
+6.6%
2,448
+3.3%
0.04%
+11.4%
ETN SellEATON CORP PLC$423,000
-20.6%
2,791
-9.5%
0.04%
-17.0%
FHLC BuyFIDELITY COVINGTON TRUSTmsci hlth care i$429,000
-4.2%
6,537
+0.2%
0.04%
-2.5%
IXUS BuyISHARES TRcore msci total$428,000
-6.1%
6,429
+0.1%
0.04%
-2.5%
GPC BuyGENUINE PARTS CO$416,000
-6.1%
3,304
+4.5%
0.04%
-2.6%
ODFL SellOLD DOMINION FREIGHT LINE IN$418,000
-68.9%
1,401
-62.7%
0.04%
-68.1%
SHY SellISHARES TR1 3 yr treas bd$402,000
-11.6%
4,820
-9.3%
0.04%
-7.5%
HON BuyHONEYWELL INTL INC$404,000
-6.5%
2,079
+0.3%
0.04%
-2.6%
FPXI SellFIRST TR EXCHANGE TRADED FDintl equity opp$408,000
-94.6%
8,370
-93.7%
0.04%
-94.5%
USHY BuyISHARES TRbroad usd high$396,000
+19.3%
10,179
+26.4%
0.04%
+24.1%
DTE BuyDTE ENERGY CO$394,000
+10.7%
2,980
+0.1%
0.04%
+12.5%
WWD  WOODWARD INC$388,000
+14.1%
3,1100.0%0.04%
+20.0%
BuyJACKSON FINANCIAL INC$391,000
+8.9%
8,844
+2.9%
0.04%
+12.5%
ESGD SellISHARES TResg aw msci eafe$388,000
-51.7%
5,261
-48.0%
0.04%
-49.3%
MTUM SellISHARES TRmsci usa mmentm$396,000
-12.8%
2,350
-6.0%
0.04%
-10.0%
EEMV SellISHARES INCmsci emerg mrkt$379,000
-5.7%
6,218
-2.8%
0.04%
-2.8%
IWP SellISHARES TRrus md cp gr etf$382,000
-76.9%
3,800
-73.6%
0.04%
-76.2%
ADBE BuyADOBE SYSTEMS INCORPORATED$378,000
-6.4%
830
+16.4%
0.04%
-2.8%
MCO SellMOODYS CORP$379,000
-66.5%
1,124
-61.1%
0.04%
-65.0%
TDG SellTRANSDIGM GROUP INC$375,000
-61.1%
576
-62.0%
0.03%
-60.0%
PDI SellPIMCO DYNAMIC INCOME FD$369,000
-15.4%
15,137
-10.1%
0.03%
-12.8%
SH NewPROSHARES TRshort s&p 500 ne$366,00025,976
+100.0%
0.03%
FXU BuyFIRST TR EXCHANGE TRADED FDutilities alph$366,000
+4.3%
10,755
+0.0%
0.03%
+9.7%
KRE BuySPDR SER TRs&p regl bkg$367,000
-1.3%
5,330
+1.6%
0.03%
+3.0%
HIO BuyWESTERN ASSET HIGH INCOME OP$358,000
-13.1%
80,162
+1.3%
0.03%
-8.3%
VCSH SellVANGUARD SCOTTSDALE FDSshrt trm corp bd$362,000
-10.4%
4,635
-6.9%
0.03%
-8.3%
ULTA BuyULTA BEAUTY INC$359,000
-2.7%
901
+0.6%
0.03%0.0%
RYE BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql enr$358,000
+45.5%
5,314
+3.0%
0.03%
+50.0%
FDX BuyFEDEX CORP$348,000
-7.9%
1,503
+2.9%
0.03%
-3.0%
MOS SellMOSAIC CO NEW$353,000
+23.9%
5,313
-26.8%
0.03%
+28.0%
BIIB SellBIOGEN INC$349,000
-79.8%
1,660
-76.9%
0.03%
-79.1%
TSCO BuyTRACTOR SUPPLY CO$346,000
-2.0%
1,484
+0.2%
0.03%
+3.2%
PNQI SellINVESCO EXCHANGE TRADED FD Tnasdaq internt$336,000
-32.1%
1,987
-13.4%
0.03%
-29.5%
BATRA SellLIBERTY MEDIA CORP DEL$342,000
-62.7%
11,892
-62.7%
0.03%
-61.7%
IWS SellISHARES TRrus mdcp val etf$342,000
-35.1%
2,857
-33.7%
0.03%
-34.0%
CL BuyCOLGATE PALMOLIVE CO$343,000
-4.5%
4,512
+7.4%
0.03%
-3.1%
CRWD SellCROWDSTRIKE HLDGS INCcl a$334,000
+7.1%
1,474
-3.2%
0.03%
+10.7%
PINS SellPINTEREST INCcl a$338,000
-32.8%
13,734
-0.7%
0.03%
-31.1%
SellGENERAL ELECTRIC CO$337,000
-14.5%
3,686
-11.5%
0.03%
-11.4%
ROKU BuyROKU INC$327,000
+19.8%
2,610
+117.9%
0.03%
+25.0%
PM SellPHILIP MORRIS INTL INC$323,000
-18.8%
3,441
-17.9%
0.03%
-14.3%
PDBC SellINVESCO ACTIVLY MANGD ETC FDoptimum yield$327,000
-1.8%
18,548
-21.6%
0.03%
+3.4%
SPDW SellSPDR INDEX SHS FDSportfolio devlpd$324,000
-6.9%
9,448
-1.0%
0.03%
-3.2%
AEM NewAGNICO EAGLE MINES LTD$328,0005,363
+100.0%
0.03%
GDX NewVANECK ETF TRUSTgold miners etf$316,0008,227
+100.0%
0.03%
DFAC  DIMENSIONAL ETF TRUSTus core equity 2$316,000
-4.8%
11,4690.0%0.03%0.0%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$311,000
-2.8%
5,398
+3.3%
0.03%
+3.6%
GS BuyGOLDMAN SACHS GROUP INC$318,000
+6.0%
965
+22.9%
0.03%
+7.4%
WEC BuyWEC ENERGY GROUP INC$321,000
+8.4%
3,221
+5.7%
0.03%
+11.5%
CMG SellCHIPOTLE MEXICAN GRILL INC$321,000
-19.5%
203
-11.0%
0.03%
-17.1%
GNRC BuyGENERAC HLDGS INC$313,000
+7.9%
1,054
+27.9%
0.03%
+11.5%
RYF  INVESCO EXCHANGE TRADED FD Ts&p500 eql fin$320,000
-0.9%
5,0250.0%0.03%0.0%
PTMC NewPACER FDS TRtrendp us mid cp$314,0009,109
+100.0%
0.03%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$311,000
-17.7%
1,682
-8.9%
0.03%
-12.1%
DAL BuyDELTA AIR LINES INC DEL$314,000
+18.0%
7,952
+17.0%
0.03%
+20.8%
SPLV BuyINVESCO EXCH TRADED FD TR IIs&p500 low vol$316,000
+21.5%
4,716
+24.7%
0.03%
+26.1%
D BuyDOMINION ENERGY INC$321,000
+53.6%
3,773
+42.0%
0.03%
+52.6%
STE SellSTERIS PLC$319,000
-1.8%
1,319
-1.3%
0.03%0.0%
ANET BuyARISTA NETWORKS INC$318,000
+33.1%
2,287
+37.6%
0.03%
+38.1%
DIVO NewAMPLIFY ETF TRcwp enhanced div$310,0008,282
+100.0%
0.03%
FITB SellFIFTH THIRD BANCORP$300,000
-1.6%
6,981
-0.3%
0.03%
+3.7%
VV SellVANGUARD INDEX FDSlarge cap etf$307,000
-13.8%
1,474
-8.4%
0.03%
-12.5%
BXMX SellNUVEEN S&P 500 BUY-WRITE INC$305,000
-2.9%
21,399
-0.2%
0.03%0.0%
NewCONSTELLATION ENERGY CORP$306,0005,444
+100.0%
0.03%
NJAN BuyINNOVATOR ETFS TRgrwt100 pwr bf$307,000
+17.2%
7,555
+22.7%
0.03%
+21.7%
FLHY NewFRANKLIN TEMPLETON ETF TRliberty hi yld$300,00012,117
+100.0%
0.03%
ALB BuyALBEMARLE CORP$304,000
-3.5%
1,375
+1.9%
0.03%0.0%
IUSG SellISHARES TRcore s&p us gwt$300,000
-18.9%
2,838
-11.2%
0.03%
-15.2%
ACWI BuyISHARES TRmsci acwi etf$304,000
-5.6%
3,050
+0.0%
0.03%
-3.4%
FCEF NewFIRST TR EXCHNG TRADED FD VIcef incm oppty$303,00012,866
+100.0%
0.03%
HYLS BuyFIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl$309,000
+12.4%
6,750
+17.4%
0.03%
+16.7%
MRVL SellMARVELL TECHNOLOGY INC$293,000
-25.1%
4,086
-8.5%
0.03%
-22.9%
HEIA SellHEICO CORP NEWcl a$291,000
-1.7%
2,293
-0.5%
0.03%
+3.8%
INVH NewINVITATION HOMES INCput$297,0007,400
+100.0%
0.03%
FICO SellFAIR ISAAC CORP$290,000
+7.0%
622
-0.5%
0.03%
+12.5%
IGRO SellISHARES TRintl div grwth$294,000
-4.9%
4,507
-1.0%
0.03%0.0%
VFH BuyVANGUARD WORLD FDSfinancials etf$290,000
+4.3%
3,108
+7.9%
0.03%
+8.0%
USO NewUNITED STS OIL FD LPunits$288,0003,887
+100.0%
0.03%
OKE  ONEOK INC NEW$281,000
+20.1%
3,9810.0%0.03%
+23.8%
DFEB  FIRST TR EXCHNG TRADED FD VIus eqt deep dufr$287,000
+1.4%
8,0250.0%0.03%
+4.0%
IETC SellISHARES U S ETF TRtechnology$281,000
-21.9%
5,090
-13.6%
0.03%
-18.8%
SCHZ BuySCHWAB STRATEGIC TRus aggregate b$278,000
+32.4%
5,499
+41.1%
0.03%
+36.8%
FSK SellFS KKR CAP CORP$282,000
+8.5%
12,371
-0.4%
0.03%
+13.0%
ENB BuyENBRIDGE INC$284,000
+42.0%
6,167
+20.6%
0.03%
+44.4%
KLAC BuyKLA CORP$283,000
-5.7%
774
+10.9%
0.03%
-3.7%
LHX SellL3HARRIS TECHNOLOGIES INC$288,000
-19.1%
1,159
-30.6%
0.03%
-18.8%
MU SellMICRON TECHNOLOGY INC$281,000
-38.0%
3,611
-25.8%
0.03%
-35.0%
NFLX BuyNETFLIX INC$282,000
-27.1%
753
+17.1%
0.03%
-23.5%
ZBRA SellZEBRA TECHNOLOGIES CORPORATIcl a$279,000
-30.9%
674
-0.6%
0.03%
-27.8%
SPYD BuySPDR SER TRprtflo s&p500 hi$286,000
+7.5%
6,510
+2.9%
0.03%
+8.3%
FOUR SellSHIFT4 PMTS INCcl a$288,0000.0%4,658
-6.4%
0.03%0.0%
FLT SellFLEETCOR TECHNOLOGIES INC$284,000
-61.8%
1,141
-65.6%
0.03%
-60.6%
DE SellDEERE & CO$274,000
+10.5%
661
-8.4%
0.02%
+13.6%
FTXL BuyFIRST TR EXCHANGE-TRADED FDnasdq semcndtr$275,000
-11.9%
3,911
+1.8%
0.02%
-10.7%
GIS SellGENERAL MLS INC$275,000
-25.5%
4,060
-26.0%
0.02%
-24.2%
DES  WISDOMTREE TRus smallcap divd$276,000
-3.2%
8,6750.0%0.02%0.0%
PHM SellPULTE GROUP INC$276,000
-72.8%
6,604
-62.8%
0.02%
-72.2%
EYLD NewCAMBRIA ETF TRemrg sharehldr$272,0008,617
+100.0%
0.02%
VHT SellVANGUARD WORLD FDShealth car etf$272,000
-6.2%
1,068
-1.9%
0.02%
-3.8%
FE SellFIRSTENERGY CORP$276,000
+6.6%
6,013
-3.6%
0.02%
+8.7%
EMXC SellISHARES INCmsci emrg chn$277,000
-34.7%
4,761
-32.0%
0.02%
-34.2%
GSBD BuyGOLDMAN SACHS BDC INC$258,000
+13.2%
13,200
+10.9%
0.02%
+20.0%
SOFI NewSOFI TECHNOLOGIES INC$267,00028,263
+100.0%
0.02%
O BuyREALTY INCOME CORP$260,000
-3.3%
3,754
+0.1%
0.02%0.0%
UAA BuyUNDER ARMOUR INCcl a$260,000
+1.6%
15,250
+26.3%
0.02%
+4.3%
MGK BuyVANGUARD WORLD FDmega grwth ind$257,000
-7.9%
1,093
+2.2%
0.02%
-4.0%
BX BuyBLACKSTONE INC$258,000
+6.2%
2,034
+8.4%
0.02%
+9.1%
ENPH SellENPHASE ENERGY INC$259,000
+9.3%
1,284
-0.7%
0.02%
+14.3%
FTXO BuyFIRST TR EXCHANGE-TRADED FDnasdaq bk etf$263,000
+3.1%
8,286
+6.8%
0.02%
+4.3%
SPG SellSIMON PPTY GROUP INC NEW$246,000
-18.3%
1,864
-1.0%
0.02%
-14.8%
CMI SellCUMMINS INC$254,000
-22.3%
1,236
-17.5%
0.02%
-20.7%
NEE SellNEXTERA ENERGY INC$255,000
-20.8%
3,017
-12.6%
0.02%
-20.7%
ATUS SellALTICE USA INCcl a$248,000
-73.9%
19,880
-66.1%
0.02%
-72.6%
SNA BuySNAP ON INC$255,000
-4.5%
1,240
+0.1%
0.02%
-4.2%
NXTG BuyFIRST TR EXCHANGE TRADED FDindxx nextg etf$254,000
-8.0%
3,341
+0.0%
0.02%
-4.2%
IMCG SellISHARES TRmrgstr md cp grw$247,000
-84.9%
3,839
-82.8%
0.02%
-84.1%
OIH NewVANECK ETF TRUSToil services etf$249,000881
+100.0%
0.02%
FCTR BuyFIRST TR EXCHANGE-TRADED FDlunt us factor$249,000
+0.4%
7,606
+9.2%
0.02%
+4.5%
PUK BuyPRUDENTIAL PLCadr$248,000
-13.9%
8,374
+0.2%
0.02%
-11.5%
WBA BuyWALGREENS BOOTS ALLIANCE INC$255,000
-7.3%
5,690
+7.8%
0.02%
-4.2%
FMHI BuyFIRST TR EXCH TRADED FD IIImuni hi incm etf$236,000
-8.5%
4,613
+0.5%
0.02%
-4.3%
LIT BuyGLOBAL X FDSlithium btry etf$238,000
-4.4%
3,092
+4.7%
0.02%0.0%
STLD NewSTEEL DYNAMICS INC$242,0002,900
+100.0%
0.02%
XLP SellSELECT SECTOR SPDR TRsbi cons stpls$244,000
-33.0%
3,221
-31.7%
0.02%
-31.2%
ORLY BuyOREILLY AUTOMOTIVE INC$245,000
+4.7%
358
+8.2%
0.02%
+4.8%
FNDX NewSCHWAB STRATEGIC TRschwab fdt us lg$238,0004,063
+100.0%
0.02%
GCOR SellGOLDMAN SACHS ETF TRaccess us agrat$245,000
-15.8%
5,372
-10.3%
0.02%
-15.4%
ANTM NewANTHEM INC$236,000481
+100.0%
0.02%
BP SellBP PLCsponsored adr$225,000
+6.6%
7,638
-3.5%
0.02%
+10.5%
UNP SellUNION PAC CORP$230,000
-12.9%
842
-19.7%
0.02%
-8.7%
TMUS SellT-MOBILE US INC$228,000
+8.6%
1,782
-1.5%
0.02%
+10.5%
PANW NewPALO ALTO NETWORKS INC$224,000359
+100.0%
0.02%
PEG SellPUBLIC SVC ENTERPRISE GRP IN$225,000
+4.7%
3,219
-0.1%
0.02%
+10.5%
IDRV NewISHARES TRself drivng ev$227,0004,885
+100.0%
0.02%
ICLR SellICON PLC$224,000
-51.9%
921
-38.8%
0.02%
-48.8%
PGF NewINVESCO EXCHANGE TRADED FD Tfinl pfd etf$231,00013,628
+100.0%
0.02%
FAF SellFIRST AMERN FINL CORP$224,000
-17.3%
3,449
-0.4%
0.02%
-12.5%
IYF  ISHARES TRu.s. finls etf$233,000
-2.5%
2,7600.0%0.02%0.0%
PEAK SellHEALTHPEAK PROPERTIES INC$230,000
-31.8%
6,688
-28.5%
0.02%
-30.0%
WERN SellWERNER ENTERPRISES INC$233,000
-14.0%
5,693
-0.1%
0.02%
-12.5%
ATVI NewACTIVISION BLIZZARD INC$224,0002,798
+100.0%
0.02%
ETW  EATON VANCE TAX-MANAGED GLOB$216,000
-8.9%
21,1470.0%0.02%
-4.8%
QQQM NewINVESCO EXCH TRADED FD TR IInasdaq 100 etf$220,0001,478
+100.0%
0.02%
VGIT SellVANGUARD SCOTTSDALE FDSinter term treas$222,000
-7.1%
3,525
-1.9%
0.02%
-4.8%
SCHW NewSCHWAB CHARLES CORP$220,0002,611
+100.0%
0.02%
BAX SellBAXTER INTL INC$222,000
-34.9%
2,859
-28.0%
0.02%
-33.3%
BKLN SellINVESCO EXCH TRADED FD TR IIsr ln etf$215,000
-21.0%
9,886
-19.6%
0.02%
-16.7%
SIMO NewSILICON MOTION TECHNOLOGY COsponsored adr$214,0003,205
+100.0%
0.02%
AZN SellASTRAZENECA PLCsponsored adr$214,000
-8.9%
3,233
-19.9%
0.02%
-4.8%
PFFD NewGLOBAL X FDSus pfd etf$217,0009,208
+100.0%
0.02%
VRP NewINVESCO EXCH TRADED FD TR IIvar rate pfd$220,0008,985
+100.0%
0.02%
CBOE BuyCBOE GLOBAL MKTS INC$220,000
-12.0%
1,922
+0.1%
0.02%
-9.1%
UBER SellUBER TECHNOLOGIES INC$220,000
-17.3%
6,187
-2.3%
0.02%
-16.7%
FXZ NewFIRST TR EXCHANGE TRADED FDmaterials alph$220,0003,082
+100.0%
0.02%
XHB SellSPDR SER TRs&p homebuild$220,000
-30.8%
3,487
-5.8%
0.02%
-28.6%
SJB NewPROSHARES TRshrt hgh yield$202,00011,151
+100.0%
0.02%
FTEC NewFIDELITY COVINGTON TRUSTmsci info tech i$208,0001,688
+100.0%
0.02%
LMT SellLOCKHEED MARTIN CORP$211,000
-11.0%
480
-27.9%
0.02%
-9.5%
MGM SellMGM RESORTS INTERNATIONAL$212,000
-7.0%
5,066
-0.4%
0.02%
-5.0%
MRO SellMARATHON OIL CORP$211,000
+12.8%
8,399
-26.3%
0.02%
+11.8%
CMS NewCMS ENERGY CORP$207,0002,957
+100.0%
0.02%
NVS NewNOVARTIS AGsponsored adr$205,0002,336
+100.0%
0.02%
NXPI BuyNXP SEMICONDUCTORS N V$211,000
-18.5%
1,144
+0.6%
0.02%
-17.4%
ACM NewAECOM$211,0002,753
+100.0%
0.02%
LIN BuyLINDE PLC$203,000
-7.3%
635
+0.3%
0.02%0.0%
VT BuyVANGUARD INTL EQUITY INDEX Ftt wrld st etf$210,000
+4.5%
2,075
+10.8%
0.02%
+5.6%
WBND NewLEGG MASON ETF INVT TRwestn aset ttl$201,0008,735
+100.0%
0.02%
CEF SellSPROTT PHYSICAL GOLD & SILVEtr unit$195,000
-10.1%
10,056
-17.9%
0.02%
-5.3%
SPHQ BuyINVESCO EXCHANGE TRADED FD Ts&p500 quality$200,000
-3.8%
4,014
+2.7%
0.02%0.0%
NS SellNUSTAR ENERGY LP$183,000
-23.8%
12,700
-15.9%
0.02%
-19.0%
FSLY SellFASTLY INCcl a$187,000
-51.6%
10,781
-1.0%
0.02%
-50.0%
WW BuyWW INTL INC$176,000
-36.2%
17,200
+0.6%
0.02%
-33.3%
EXTR  EXTREME NETWORKS INC$171,000
-22.3%
14,0000.0%0.02%
-15.8%
SOFI NewSOFI TECHNOLOGIES INCcall$166,00017,600
+100.0%
0.02%
TLRY BuyTILRAY BRANDS INC$161,000
+42.5%
20,696
+28.5%
0.02%
+50.0%
BHR SellBRAEMAR HOTELS & RESORTS INC$157,000
-16.9%
25,350
-31.6%
0.01%
-17.6%
PSEC BuyPROSPECT CAP CORP$133,000
+19.8%
16,074
+22.0%
0.01%
+20.0%
TSI  TCW STRATEGIC INCOME FD INC$119,000
-11.2%
23,1400.0%0.01%
-8.3%
FSI SellFLEXIBLE SOLUTIONS INTL INC$118,000
+4.4%
28,995
-0.1%
0.01%
+10.0%
SIRI BuySIRIUS XM HOLDINGS INC$105,000
+5.0%
15,891
+1.4%
0.01%
+11.1%
NewBAKKT HOLDINGS INC$83,00013,500
+100.0%
0.01%
CGC NewCANOPY GROWTH CORP$77,00010,155
+100.0%
0.01%
KC SellKINGSOFT CLOUD HLDGS LTDads$67,000
-81.1%
11,088
-50.8%
0.01%
-80.6%
PBI NewPITNEY BOWES INC$52,00010,000
+100.0%
0.01%
ABEV BuyAMBEV SAsponsored adr$49,000
+16.7%
15,231
+1.8%
0.00%0.0%
VIEW NewVIEW INC$28,00015,345
+100.0%
0.00%
SAN SellBANCO SANTANDER S.A.adr$37,0000.0%11,077
-1.2%
0.00%0.0%
INVH NewINVITATION HOMES INC$9,000225
+100.0%
0.00%
BABA  ALIBABA GROUP HLDG LTDcall$11,000
-8.3%
1000.0%0.00%0.0%
SPY ExitSPDR S&P 500 ETF TRput$0-100
-100.0%
-0.00%
SVM ExitSILVERCORP METALS INC$0-16,145
-100.0%
-0.01%
BBVA ExitBANCO BILBAO VIZCAYA ARGENTAsponsored adr$0-22,841
-100.0%
-0.01%
ORN ExitORION GROUP HLDGS INC$0-48,182
-100.0%
-0.02%
IBCP ExitINDEPENDENT BK CORP MICH$0-8,422
-100.0%
-0.02%
SPTS ExitSPDR SER TRportfolio sh tsr$0-6,609
-100.0%
-0.02%
XT ExitISHARES TRexponential tech$0-3,080
-100.0%
-0.02%
KBA ExitKRANESHARES TRbosera msci ch$0-4,605
-100.0%
-0.02%
ILMN ExitILLUMINA INC$0-577
-100.0%
-0.02%
SWK ExitSTANLEY BLACK & DECKER INC$0-1,125
-100.0%
-0.02%
LNT ExitALLIANT ENERGY CORP$0-3,462
-100.0%
-0.02%
DHI ExitD R HORTON INC$0-1,933
-100.0%
-0.02%
TQQQ ExitPROSHARES TRultrapro qqq$0-1,295
-100.0%
-0.02%
SMMV ExitISHARES TRmsci usa smcp mn$0-5,894
-100.0%
-0.02%
LESL ExitLESLIES INC$0-9,715
-100.0%
-0.02%
IBB ExitISHARES TRishares biotech$0-1,466
-100.0%
-0.02%
IEMG ExitISHARES INCcore msci emkt$0-3,716
-100.0%
-0.02%
LPX ExitLOUISIANA PAC CORP$0-2,897
-100.0%
-0.02%
ExitINVESCO EXCH TRD SLF IDX FD$0-9,475
-100.0%
-0.02%
VEEV ExitVEEVA SYS INC$0-979
-100.0%
-0.02%
BERY ExitBERRY GLOBAL GROUP INC$0-3,385
-100.0%
-0.02%
RBB ExitRBB BANCORP$0-9,636
-100.0%
-0.02%
BLDR ExitBUILDERS FIRSTSOURCE INC$0-2,863
-100.0%
-0.02%
PSX ExitPHILLIPS 66$0-3,430
-100.0%
-0.02%
KEYS ExitKEYSIGHT TECHNOLOGIES INC$0-1,264
-100.0%
-0.02%
TSM ExitTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$0-2,389
-100.0%
-0.02%
KL ExitKIRKLAND LAKE GOLD LTD$0-6,790
-100.0%
-0.02%
UL ExitUNILEVER PLCspon adr new$0-5,406
-100.0%
-0.03%
BSJS ExitINVESCO EXCH TRD SLF IDX FDinvsco 28 hycorp$0-11,750
-100.0%
-0.03%
IGV ExitISHARES TRexpanded tech$0-761
-100.0%
-0.03%
KBWD ExitINVESCO EXCH TRADED FD TR IIkbw hig dv yld$0-15,746
-100.0%
-0.03%
YYY ExitAMPLIFY ETF TR$0-19,099
-100.0%
-0.03%
BSJR ExitINVESCO EXCH TRD SLF IDX FD$0-12,500
-100.0%
-0.03%
PENN ExitPENN NATL GAMING INC$0-6,049
-100.0%
-0.03%
BSJQ ExitINVESCO EXCH TRD SLF IDX FDinvsco blsh 26$0-12,550
-100.0%
-0.03%
NVTA ExitINVITAE CORP$0-21,566
-100.0%
-0.03%
PSK ExitSPDR SER TRice pfd sec etf$0-7,859
-100.0%
-0.03%
BSJP ExitINVESCO EXCH TRD SLF IDX FD$0-13,950
-100.0%
-0.03%
MASI ExitMASIMO CORP$0-1,184
-100.0%
-0.03%
HYEM ExitVANECK ETF TRUSTemerging mrkt hi$0-17,146
-100.0%
-0.03%
REM ExitISHARES TRmortge rel etf$0-11,030
-100.0%
-0.03%
DPZ ExitDOMINOS PIZZA INC$0-691
-100.0%
-0.04%
ALTY ExitGLOBAL X FDSalternative incm$0-30,335
-100.0%
-0.04%
FTCH ExitFARFETCH LTDord sh cl a$0-13,107
-100.0%
-0.04%
IEUR ExitISHARES TRcore msci euro$0-7,608
-100.0%
-0.04%
HYLD ExitEXCHANGE LISTED FDS TRhigh yield etf$0-14,722
-100.0%
-0.04%
IGSB ExitISHARES TR$0-9,713
-100.0%
-0.05%
SJNK ExitSPDR SER TRbloomberg sht te$0-28,273
-100.0%
-0.07%
CRL ExitCHARLES RIV LABS INTL INC$0-2,218
-100.0%
-0.07%
PGX ExitINVESCO EXCH TRADED FD TR IIpfd etf$0-60,827
-100.0%
-0.08%
ANSS ExitANSYS INC$0-2,413
-100.0%
-0.09%
PZA ExitINVESCO EXCH TRADED FD TR IInatl amt muni$0-39,652
-100.0%
-0.10%
TFI ExitSPDR SER TRnuveen blmbrg mu$0-20,708
-100.0%
-0.10%
BIGC ExitBIGCOMMERCE HLDGS INC$0-31,511
-100.0%
-0.10%
SNPS ExitSYNOPSYS INC$0-3,304
-100.0%
-0.11%
XRT ExitSPDR SER TRs&p retail etf$0-14,174
-100.0%
-0.11%
IXG ExitISHARES TRglobal finls etf$0-16,556
-100.0%
-0.12%
IYG ExitISHARES TRu.s. fin svc etf$0-6,969
-100.0%
-0.12%
CIBR ExitFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$0-29,323
-100.0%
-0.14%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR42Q3 20236.6%
ISHARES TR42Q3 202315.6%
VANGUARD TAX-MANAGED INTL FD42Q3 20239.7%
ISHARES TR42Q3 20232.6%
VANGUARD INDEX FDS42Q3 20239.1%
ISHARES TR42Q3 20234.9%
VANGUARD INTL EQUITY INDEX F42Q3 20235.8%
VANGUARD ST BOND ETF42Q3 20234.9%
VANGUARD REIT INDEX ETF42Q3 20232.6%
ISHARES TR42Q3 20233.2%

View Regal Investment Advisors LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-11
13F-HR2023-03-01
13F-HR2022-11-15
13F-HR2022-08-09
13F-HR2022-05-09
13F-HR2022-02-10
13F-HR2021-11-05

View Regal Investment Advisors LLC's complete filings history.

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