$1.23 Billion is the total value of Freedom Investment Management, Inc.'s 744 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $13,047,443 | +4.6% | 67,768 | -7.0% | 1.06% | -30.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $12,861,393 | +2.8% | 129,586 | -2.6% | 1.05% | -31.5% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $12,504,778 | -1.8% | 87,056 | -15.9% | 1.02% | -34.6% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $11,495,320 | +0.4% | 582,336 | -10.1% | 0.94% | -33.1% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,667,390 | -6.6% | 133,983 | -12.6% | 0.71% | -37.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $7,008,241 | +5.0% | 79,315 | -10.1% | 0.57% | -30.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $6,927,177 | -2.5% | 90,694 | -7.7% | 0.56% | -35.1% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $6,735,964 | +8.9% | 91,796 | -3.7% | 0.55% | -27.5% |
| MRSK | Sell | NORTHERN LIGHTS FD TR | $6,277,779 | -6.4% | 217,112 | -9.7% | 0.51% | -37.6% |
| AMZN | Sell | AMAZON COM INC | $6,231,497 | +15.5% | 41,013 | -3.3% | 0.51% | -23.0% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $5,494,335 | -19.7% | 40,084 | -25.2% | 0.45% | -46.5% |
| XLC | Sell | SELECT SECTOR SPDR TR | $5,286,497 | -3.0% | 72,757 | -12.5% | 0.43% | -35.4% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $4,507,265 | -10.0% | 93,029 | -11.0% | 0.37% | -40.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $4,431,009 | +3.6% | 79,594 | -7.2% | 0.36% | -31.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $4,173,649 | +2.1% | 11,894 | -10.6% | 0.34% | -32.0% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $3,947,330 | +0.1% | 29,906 | -6.1% | 0.32% | -33.2% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $3,505,285 | -20.2% | 36,366 | -24.2% | 0.29% | -46.8% |
| TIP | Sell | ISHARES TRtips bd etf | $3,479,835 | -9.0% | 32,374 | -12.2% | 0.28% | -39.3% |
| JIGB | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $3,386,074 | -0.7% | 73,306 | -7.1% | 0.28% | -33.8% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $3,355,493 | +1.2% | 70,213 | -2.1% | 0.27% | -32.8% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $3,320,334 | +5.5% | 124,966 | -2.8% | 0.27% | -29.6% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $3,209,796 | +4.3% | 43,038 | -6.2% | 0.26% | -30.3% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $3,162,677 | +2.8% | 13,770 | -10.5% | 0.26% | -31.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,064,891 | -0.1% | 20,915 | -0.6% | 0.25% | -33.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,017,523 | -1.9% | 7,075 | -8.9% | 0.25% | -34.6% |
| JPIB | Sell | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $2,777,560 | -4.7% | 58,120 | -9.3% | 0.23% | -36.7% |
| KLAC | Sell | KLA CORP | $2,752,414 | +19.8% | 4,735 | -5.5% | 0.22% | -20.3% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $2,746,642 | -7.9% | 55,242 | -11.2% | 0.22% | -38.6% |
| TXN | Sell | TEXAS INSTRS INC | $2,638,026 | -5.7% | 15,476 | -12.0% | 0.22% | -37.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,505,002 | -2.6% | 4,719 | -7.1% | 0.20% | -35.2% |
| CSCO | Sell | CISCO SYS INC | $2,509,273 | -25.6% | 49,669 | -20.8% | 0.20% | -50.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $2,503,455 | +7.5% | 21,528 | -3.6% | 0.20% | -28.4% |
| LLY | Sell | ELI LILLY & CO | $2,373,623 | +4.0% | 4,072 | -4.1% | 0.19% | -30.8% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $2,343,759 | -0.5% | 59,805 | -11.0% | 0.19% | -33.7% |
| FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $2,306,470 | -17.1% | 100,107 | -10.4% | 0.19% | -44.7% |
| MSCI | Sell | MSCI INC | $2,298,744 | +2.5% | 4,064 | -7.0% | 0.19% | -31.8% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,235,325 | +3.0% | 68,484 | -11.2% | 0.18% | -31.6% |
| SWAN | Sell | AMPLIFY ETF TRblackswan grwt | $2,228,913 | +4.8% | 83,918 | -5.8% | 0.18% | -30.0% |
| MRK | Sell | MERCK & CO INC | $2,203,627 | +2.9% | 20,213 | -2.8% | 0.18% | -31.3% |
| WTRG | Sell | ESSENTIAL UTILS INC | $2,209,240 | +1.6% | 59,150 | -6.6% | 0.18% | -32.3% |
| MDT | Sell | MEDTRONIC PLC | $2,180,746 | -1.0% | 26,472 | -5.9% | 0.18% | -34.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $2,174,085 | -11.2% | 22,052 | -12.7% | 0.18% | -41.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,116,389 | +10.9% | 20,350 | -7.3% | 0.17% | -26.2% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $2,114,967 | -14.5% | 22,721 | -15.0% | 0.17% | -43.2% |
| SYK | Sell | STRYKER CORPORATION | $2,109,318 | +5.6% | 7,044 | -3.7% | 0.17% | -29.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,105,767 | -28.3% | 13,435 | -28.7% | 0.17% | -52.1% |
| AMGN | Sell | AMGEN INC | $2,115,194 | -2.9% | 7,344 | -9.4% | 0.17% | -35.6% |
| INTC | Sell | INTEL CORP | $2,089,177 | +22.5% | 41,576 | -13.4% | 0.17% | -18.7% |
| AMAT | Sell | APPLIED MATLS INC | $2,058,769 | +1.2% | 12,703 | -13.5% | 0.17% | -32.5% |
| IAGG | Sell | ISHARES TRcore intl aggr | $2,046,154 | +0.4% | 41,087 | -1.7% | 0.17% | -32.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,959,936 | +0.5% | 2,969 | -14.0% | 0.16% | -33.1% |
| LULU | Sell | LULULEMON ATHLETICA INC | $1,921,558 | +16.4% | 3,758 | -12.2% | 0.16% | -22.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,928,336 | -44.6% | 24,924 | -46.2% | 0.16% | -63.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,913,191 | +15.0% | 10,212 | -8.4% | 0.16% | -23.2% |
| SNA | Sell | SNAP ON INC | $1,919,996 | -1.8% | 6,647 | -13.3% | 0.16% | -34.7% |
| CSM | Sell | PROSHARES TRlarge cap cre | $1,905,459 | -7.4% | 34,790 | -17.5% | 0.16% | -38.5% |
| CVX | Sell | CHEVRON CORP NEW | $1,888,016 | -16.3% | 12,658 | -5.4% | 0.15% | -44.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,872,364 | +3.9% | 11,007 | -11.4% | 0.15% | -30.5% |
| PEP | Sell | PEPSICO INC | $1,862,298 | -7.1% | 10,965 | -7.3% | 0.15% | -38.0% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,817,827 | -62.7% | 36,190 | -62.7% | 0.15% | -75.2% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,787,244 | -1.0% | 3,278 | -12.0% | 0.15% | -33.9% |
| XOM | Sell | EXXON MOBIL CORP | $1,780,876 | -22.3% | 17,812 | -8.6% | 0.14% | -48.2% |
| TSLA | Sell | TESLA INC | $1,744,098 | -12.2% | 7,019 | -11.6% | 0.14% | -41.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,735,199 | -4.1% | 4,865 | -5.8% | 0.14% | -36.2% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,695,378 | -1.0% | 49,849 | -9.7% | 0.14% | -34.0% |
| EOG | Sell | EOG RES INC | $1,672,601 | -16.4% | 13,829 | -12.4% | 0.14% | -44.5% |
| USRT | Sell | ISHARES TRcre u s reit etf | $1,619,288 | -3.7% | 29,827 | -16.3% | 0.13% | -35.9% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $1,611,322 | -60.9% | 40,033 | -62.4% | 0.13% | -74.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,582,551 | -11.5% | 10,065 | -12.2% | 0.13% | -41.1% |
| CPRT | Sell | COPART INC | $1,558,672 | +13.6% | 31,810 | -0.1% | 0.13% | -24.4% |
| QCOM | Sell | QUALCOMM INC | $1,546,565 | +7.0% | 10,693 | -17.9% | 0.13% | -28.8% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,549,592 | +7.1% | 3,808 | -8.5% | 0.13% | -28.8% |
| HRZN | Sell | HORIZON TECHNOLOGY FIN CORP | $1,530,434 | +5.9% | 116,206 | -4.5% | 0.12% | -29.4% |
| AGZD | Sell | WISDOMTREE TRintrst rate hdge | $1,535,934 | -49.9% | 70,070 | -49.3% | 0.12% | -66.7% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,506,538 | -7.5% | 22,359 | -9.7% | 0.12% | -38.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,498,654 | -15.0% | 34,177 | -14.1% | 0.12% | -43.5% |
| PWR | Sell | QUANTA SVCS INC | $1,463,506 | +13.8% | 6,782 | -1.4% | 0.12% | -24.2% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,454,963 | +12.5% | 5,342 | -3.2% | 0.12% | -24.7% |
| PPG | Sell | PPG INDS INC | $1,430,102 | -5.4% | 9,563 | -17.9% | 0.12% | -36.8% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,416,077 | +7.6% | 4,802 | -14.5% | 0.12% | -28.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,394,344 | -20.2% | 5,093 | -17.3% | 0.11% | -46.7% |
| OMC | Sell | OMNICOM GROUP INC | $1,393,718 | +5.2% | 16,110 | -9.5% | 0.11% | -29.6% |
| ABBV | Sell | ABBVIE INC | $1,400,131 | +3.6% | 9,035 | -0.4% | 0.11% | -30.9% |
| RELX | Sell | RELX PLCsponsored adr | $1,383,591 | +16.8% | 34,886 | -0.8% | 0.11% | -22.1% |
| GILD | Sell | GILEAD SCIENCES INC | $1,358,556 | +7.7% | 16,770 | -0.4% | 0.11% | -27.9% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,359,231 | -40.7% | 21,463 | -44.8% | 0.11% | -60.4% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,326,636 | +2.5% | 31,149 | -6.3% | 0.11% | -31.6% |
| Sell | LINDE PLC | $1,308,992 | -13.2% | 3,187 | -21.3% | 0.11% | -42.2% | |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $1,310,141 | +0.3% | 76,661 | -2.0% | 0.11% | -33.1% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $1,297,382 | -5.4% | 26,370 | -7.7% | 0.11% | -36.9% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $1,289,250 | -14.4% | 30,748 | -14.4% | 0.10% | -42.9% |
| LPLA | Sell | LPL FINL HLDGS INC | $1,281,809 | -23.4% | 5,631 | -20.0% | 0.10% | -49.3% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $1,277,121 | +5.2% | 1,454 | -1.5% | 0.10% | -30.2% |
| ON | Sell | ON SEMICONDUCTOR CORP | $1,266,911 | -12.9% | 15,167 | -3.1% | 0.10% | -42.1% |
| SONY | Sell | SONY GROUP CORPsponsored adr | $1,235,381 | +7.8% | 13,047 | -6.2% | 0.10% | -27.9% |
| JNK | Sell | SPDR SER TRbloomberg high y | $1,232,559 | -3.5% | 13,011 | -7.9% | 0.10% | -35.9% |
| SHV | Sell | ISHARES TRshort treas bd | $1,233,314 | -16.3% | 11,199 | -16.0% | 0.10% | -44.4% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,215,013 | +4.2% | 76,081 | -2.2% | 0.10% | -30.8% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $1,219,354 | +12.1% | 7,981 | -2.2% | 0.10% | -25.6% |
| DHR | Sell | DANAHER CORPORATION | $1,216,214 | -15.9% | 5,257 | -9.9% | 0.10% | -44.1% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $1,202,316 | +0.1% | 12,256 | -14.7% | 0.10% | -33.3% |
| RL | Sell | RALPH LAUREN CORPcl a | $1,197,927 | -1.2% | 8,307 | -20.5% | 0.10% | -33.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,192,121 | -25.5% | 31,705 | -34.3% | 0.10% | -50.5% |
| ORCL | Sell | ORACLE CORP | $1,176,380 | -6.0% | 11,158 | -5.6% | 0.10% | -37.3% |
| TSN | Sell | TYSON FOODS INCcl a | $1,175,742 | -14.8% | 21,874 | -19.9% | 0.10% | -43.2% |
| ICLR | Sell | ICON PLC | $1,181,716 | +2.1% | 4,175 | -11.2% | 0.10% | -32.4% |
| ARCO | Sell | ARCOS DORADOS HOLDINGS INC | $1,126,076 | +11.5% | 88,737 | -16.9% | 0.09% | -25.8% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $1,134,610 | -7.9% | 34,761 | -19.2% | 0.09% | -39.1% |
| VRSK | Sell | VERISK ANALYTICS INC | $1,111,850 | -3.9% | 4,655 | -4.9% | 0.09% | -35.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,115,864 | +28.6% | 7,570 | -10.3% | 0.09% | -14.2% |
| REG | Sell | REGENCY CTRS CORP | $1,101,496 | -1.3% | 16,440 | -12.4% | 0.09% | -34.3% |
| FLTR | Sell | VANECK ETF TRUSTig floating rate | $1,106,149 | -15.3% | 43,982 | -14.8% | 0.09% | -43.8% |
| CRM | Sell | SALESFORCE INC | $1,102,252 | +11.5% | 4,189 | -14.1% | 0.09% | -25.6% |
| ED | Sell | CONSOLIDATED EDISON INC | $1,068,694 | -12.5% | 11,748 | -17.8% | 0.09% | -41.6% |
| AFL | Sell | AFLAC INC | $1,062,441 | -9.3% | 12,878 | -15.6% | 0.09% | -39.2% |
| CWT | Sell | CALIFORNIA WTR SVC GROUP | $1,065,086 | -6.8% | 20,534 | -15.0% | 0.09% | -37.9% |
| VRSN | Sell | VERISIGN INC | $1,062,659 | -0.4% | 5,160 | -2.0% | 0.09% | -33.1% |
| BEPC | Sell | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,066,851 | +13.3% | 37,056 | -5.8% | 0.09% | -24.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,066,345 | -8.5% | 7,566 | -14.4% | 0.09% | -39.2% |
| IMO | Sell | IMPERIAL OIL LTD | $1,063,854 | -9.6% | 18,602 | -2.6% | 0.09% | -39.6% |
| AWR | Sell | AMER STATES WTR CO | $1,055,792 | -9.1% | 13,128 | -11.1% | 0.09% | -39.4% |
| AVGO | Sell | BROADCOM INC | $1,055,019 | +3.2% | 945 | -23.2% | 0.09% | -31.2% |
| DOX | Sell | AMDOCS LTD | $1,060,445 | +0.9% | 12,066 | -3.0% | 0.09% | -33.3% |
| PFE | Sell | PFIZER INC | $1,049,522 | -29.9% | 36,454 | -19.2% | 0.09% | -53.0% |
| TGT | Sell | TARGET CORP | $1,044,501 | +8.4% | 7,334 | -15.9% | 0.08% | -28.0% |
| O | Sell | REALTY INCOME CORP | $1,049,071 | -0.4% | 18,270 | -13.4% | 0.08% | -34.1% |
| SJW | Sell | SJW GROUP | $1,044,628 | -5.6% | 15,985 | -13.2% | 0.08% | -37.0% |
| PHM | Sell | PULTE GROUP INC | $1,027,109 | +35.3% | 9,951 | -2.9% | 0.08% | -9.7% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $1,023,853 | -15.5% | 16,741 | -18.9% | 0.08% | -43.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,011,707 | -57.2% | 19,718 | -51.6% | 0.08% | -71.6% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $1,009,802 | +5.0% | 33,909 | -3.4% | 0.08% | -30.5% |
| IDXX | Sell | IDEXX LABS INC | $1,010,264 | +14.9% | 1,820 | -9.5% | 0.08% | -24.1% |
| ABC | Sell | CENCORA INC | $992,951 | +10.8% | 4,835 | -2.9% | 0.08% | -26.4% |
| Sell | CRH PLCord | $997,932 | +9.8% | 14,429 | -13.1% | 0.08% | -27.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $995,713 | +11.3% | 4,728 | -8.0% | 0.08% | -25.7% |
| WMT | Sell | WALMART INC | $993,861 | -6.2% | 6,304 | -4.8% | 0.08% | -37.7% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $976,787 | -5.4% | 5,155 | -5.0% | 0.08% | -36.5% |
| SLV | Sell | ISHARES SILVER TRishares | $978,842 | -5.3% | 44,942 | -11.5% | 0.08% | -36.5% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $983,321 | +7.6% | 16,779 | -6.9% | 0.08% | -28.6% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $973,310 | -4.1% | 27,379 | -11.2% | 0.08% | -36.3% |
| TIMB | Sell | TIM S Asponsored adr | $964,144 | +7.9% | 52,201 | -13.0% | 0.08% | -27.5% |
| PLD | Sell | PROLOGIS INC. | $968,754 | +13.2% | 7,267 | -4.7% | 0.08% | -24.8% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $952,153 | -9.9% | 110,587 | -11.1% | 0.08% | -39.5% |
| BBY | Sell | BEST BUY INC | $959,078 | -9.1% | 12,252 | -19.3% | 0.08% | -39.5% |
| EVRG | Sell | EVERGY INC | $953,798 | -14.9% | 18,272 | -17.3% | 0.08% | -43.1% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $962,792 | -41.9% | 10,811 | -46.2% | 0.08% | -61.6% |
| PNW | Sell | PINNACLE WEST CAP CORP | $951,551 | -24.2% | 13,245 | -22.3% | 0.08% | -49.4% |
| BLK | Sell | BLACKROCK INC | $949,731 | +11.2% | 1,170 | -11.4% | 0.08% | -26.0% |
| FALN | Sell | ISHARES TRfaln angls usd | $944,942 | -4.7% | 35,793 | -10.5% | 0.08% | -36.4% |
| FLEX | Sell | FLEX LTDord | $929,903 | -3.1% | 30,529 | -14.2% | 0.08% | -35.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $936,636 | -27.8% | 5,727 | -38.1% | 0.08% | -52.2% |
| Sell | SL GREEN RLTY CORP | $923,585 | -8.0% | 20,447 | -24.0% | 0.08% | -39.0% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $891,615 | +10.2% | 9,887 | -4.6% | 0.07% | -26.3% |
| MOH | Sell | MOLINA HEALTHCARE INC | $893,724 | -5.6% | 2,474 | -14.3% | 0.07% | -37.1% |
| MCK | Sell | MCKESSON CORP | $881,321 | +4.9% | 1,904 | -1.4% | 0.07% | -30.1% |
| STLA | Sell | STELLANTIS N.V | $873,067 | +3.2% | 37,439 | -15.3% | 0.07% | -31.1% |
| RCD | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $869,591 | +4.3% | 18,288 | -7.7% | 0.07% | -30.4% |
| JBL | Sell | JABIL INC | $869,693 | -5.8% | 6,826 | -6.2% | 0.07% | -37.2% |
| Sell | SHELL PLCspon ads | $855,353 | -7.4% | 12,999 | -9.4% | 0.07% | -38.1% | |
| EQIX | Sell | EQUINIX INC | $859,443 | +9.3% | 1,067 | -1.4% | 0.07% | -27.1% |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $863,642 | +4.2% | 20,033 | -7.5% | 0.07% | -30.7% |
| IRM | Sell | IRON MTN INC DEL | $857,701 | +10.3% | 12,256 | -6.3% | 0.07% | -26.3% |
| VIST | Sell | VISTA ENERGY S.A.B. DE C.V.sponsored ads | $828,748 | -15.7% | 28,084 | -13.2% | 0.07% | -43.3% |
| CE | Sell | CELANESE CORP DEL | $804,009 | +20.4% | 5,175 | -2.7% | 0.07% | -19.5% |
| HAL | Sell | HALLIBURTON CO | $807,025 | -12.0% | 22,324 | -1.4% | 0.07% | -41.1% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $807,577 | -2.8% | 21,410 | -12.5% | 0.07% | -35.3% |
| VNO | Sell | VORNADO RLTY TRsh ben int | $793,259 | +7.8% | 28,080 | -13.5% | 0.06% | -27.8% |
| QLD | Sell | PROSHARES TR | $799,910 | -27.3% | 10,525 | -43.2% | 0.06% | -51.9% |
| CSTM | Sell | CONSTELLIUM SE | $791,898 | -6.3% | 39,674 | -14.6% | 0.06% | -36.9% |
| SCS | Sell | STEELCASE INCcl a | $786,389 | +2.7% | 58,165 | -15.1% | 0.06% | -31.9% |
| LRCX | Sell | LAM RESEARCH CORP | $787,320 | -19.3% | 1,005 | -35.4% | 0.06% | -46.2% |
| UGP | Sell | ULTRAPAR PARTICIPACOES SA | $784,276 | +0.3% | 144,700 | -32.1% | 0.06% | -33.3% |
| TS | Sell | TENARIS S Asponsored ads | $780,630 | -3.2% | 22,458 | -12.0% | 0.06% | -35.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $770,615 | -5.1% | 10,639 | -9.1% | 0.06% | -36.4% |
| YPF | Sell | YPF SOCIEDAD ANONIMAspon adr cl d | $771,303 | -1.9% | 44,869 | -30.1% | 0.06% | -34.4% |
| BAC | Sell | BANK AMERICA CORP | $767,252 | +16.2% | 22,787 | -5.5% | 0.06% | -22.2% |
| ANTM | Sell | ELEVANCE HEALTH INC | $777,828 | +7.4% | 1,649 | -0.8% | 0.06% | -29.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $774,817 | -21.3% | 10,060 | -23.2% | 0.06% | -47.5% |
| IGSB | Sell | ISHARES TR | $771,142 | -0.5% | 15,039 | -3.3% | 0.06% | -33.7% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $757,024 | +1.6% | 2,883 | -4.8% | 0.06% | -31.9% |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNE | $762,402 | -5.2% | 11,423 | -11.2% | 0.06% | -36.7% |
| AGI | Sell | ALAMOS GOLD INC NEW | $761,833 | -3.4% | 56,558 | -19.0% | 0.06% | -35.4% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $750,112 | +3.4% | 2,223 | -10.5% | 0.06% | -31.5% |
| UBER | Sell | UBER TECHNOLOGIES INC | $745,349 | +29.7% | 12,106 | -3.1% | 0.06% | -12.9% |
| KGC | Sell | KINROSS GOLD CORP | $733,506 | +5.6% | 121,241 | -20.4% | 0.06% | -29.4% |
| ABT | Sell | ABBOTT LABS | $736,606 | +9.0% | 6,692 | -4.1% | 0.06% | -27.7% |
| LEN | Sell | LENNAR CORPcl a | $719,809 | +30.8% | 4,830 | -1.5% | 0.06% | -11.9% |
| SU | Sell | SUNCOR ENERGY INC NEW | $719,930 | -9.5% | 22,470 | -2.9% | 0.06% | -39.2% |
| NEE | Sell | NEXTERA ENERGY INC | $711,207 | +3.4% | 11,709 | -2.4% | 0.06% | -31.0% |
| UNP | Sell | UNION PAC CORP | $712,955 | -3.9% | 2,903 | -20.3% | 0.06% | -36.3% |
| TSCO | Sell | TRACTOR SUPPLY CO | $698,919 | +2.0% | 3,250 | -3.7% | 0.06% | -32.1% |
| DLR | Sell | DIGITAL RLTY TR INC | $699,061 | -10.2% | 5,194 | -19.3% | 0.06% | -40.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $677,916 | -26.4% | 8,263 | -27.4% | 0.06% | -51.3% |
| ZS | Sell | ZSCALER INC | $675,107 | +38.2% | 3,047 | -2.9% | 0.06% | -8.3% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $677,123 | -53.6% | 10,054 | -53.3% | 0.06% | -69.1% |
| MELI | Sell | MERCADOLIBRE INC | $657,418 | +9.2% | 418 | -12.0% | 0.05% | -27.0% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $659,855 | -1.4% | 41,422 | -11.4% | 0.05% | -34.1% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $659,235 | -15.4% | 8,876 | -9.2% | 0.05% | -43.2% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $632,009 | +4.5% | 36,809 | -2.7% | 0.05% | -29.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $624,433 | +13.6% | 2,892 | -13.5% | 0.05% | -23.9% |
| FISV | Sell | FISERV INC | $619,870 | +12.5% | 4,666 | -4.3% | 0.05% | -23.9% |
| Sell | ON HLDG AGnamen akt a | $624,328 | -9.9% | 23,149 | -7.1% | 0.05% | -40.0% | |
| VLO | Sell | VALERO ENERGY CORP | $613,036 | -10.0% | 4,716 | -1.9% | 0.05% | -39.8% |
| VOO | Sell | VANGUARD INDEX FDS | $614,639 | -39.2% | 1,407 | -45.3% | 0.05% | -59.7% |
| KR | Sell | KROGER CO | $617,128 | -3.9% | 13,501 | -5.9% | 0.05% | -36.7% |
| GWW | Sell | GRAINGER W W INC | $611,805 | +14.6% | 738 | -4.4% | 0.05% | -23.1% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $609,342 | +10.7% | 9,450 | -0.6% | 0.05% | -25.4% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $605,514 | +3.2% | 12,079 | -11.1% | 0.05% | -31.9% |
| DHI | Sell | D R HORTON INC | $581,979 | +12.3% | 3,829 | -20.6% | 0.05% | -25.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $577,809 | -30.5% | 5,790 | -30.3% | 0.05% | -53.9% |
| Sell | KENVUE INC | $562,378 | +3.8% | 26,121 | -3.2% | 0.05% | -30.3% | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $560,270 | +3.6% | 13,161 | -9.2% | 0.05% | -30.3% |
| AES | Sell | AES CORP | $560,175 | +15.5% | 29,100 | -8.8% | 0.05% | -22.0% |
| NRG | Sell | NRG ENERGY INC | $550,670 | +18.3% | 10,651 | -11.9% | 0.04% | -21.1% |
| SRVR | Sell | PACER FDS TRdata and infrast | $557,304 | -9.7% | 18,695 | -21.5% | 0.04% | -40.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $555,011 | -3.4% | 15,674 | -8.4% | 0.04% | -35.7% |
| EWCO | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500a eql | $542,710 | +1.3% | 18,510 | -8.0% | 0.04% | -33.3% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $537,927 | -7.9% | 27,728 | -10.7% | 0.04% | -38.0% |
| Sell | GSK PLCsponsored adr | $541,140 | -57.8% | 14,602 | -58.7% | 0.04% | -72.0% | |
| PSX | Sell | PHILLIPS 66 | $534,791 | +9.7% | 4,017 | -1.0% | 0.04% | -26.7% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $540,722 | +28.1% | 3,239 | -4.5% | 0.04% | -15.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $531,176 | -0.2% | 7,222 | -5.3% | 0.04% | -33.8% |
| IHG | Sell | INTERCONTINENTAL HOTELS GROUsponsored ads | $519,995 | -58.1% | 5,703 | -65.6% | 0.04% | -72.4% |
| BCD | Sell | ABRDN ETFS | $510,499 | -38.4% | 16,688 | -33.4% | 0.04% | -58.4% |
| MU | Sell | MICRON TECHNOLOGY INC | $519,650 | +15.0% | 6,089 | -8.3% | 0.04% | -23.6% |
| BIIB | Sell | BIOGEN INC | $502,689 | -8.1% | 1,943 | -8.7% | 0.04% | -38.8% |
| WIT | Sell | WIPRO LTDspon adr 1 sh | $503,504 | +1.8% | 90,396 | -11.5% | 0.04% | -32.8% |
| CI | Sell | THE CIGNA GROUP | $508,743 | +3.8% | 1,699 | -0.8% | 0.04% | -31.7% |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $504,996 | -3.9% | 27,854 | -9.5% | 0.04% | -35.9% |
| NGVC | Sell | NATURAL GROCERS BY VITAMIN C | $487,701 | -2.0% | 30,481 | -20.9% | 0.04% | -34.4% |
| AER | Sell | AERCAP HOLDINGS NV | $486,845 | +6.0% | 6,551 | -10.6% | 0.04% | -28.6% |
| LOGI | Sell | LOGITECH INTL S A | $487,261 | +25.8% | 5,126 | -8.8% | 0.04% | -14.9% |
| URI | Sell | UNITED RENTALS INC | $493,180 | +12.3% | 860 | -13.0% | 0.04% | -25.9% |
| IBN | Sell | ICICI BANK LIMITEDadr | $482,699 | -6.5% | 20,247 | -9.4% | 0.04% | -38.1% |
| TEX | Sell | TEREX CORP NEW | $476,901 | -4.1% | 8,300 | -3.9% | 0.04% | -36.1% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $475,502 | +4.3% | 4,932 | -4.3% | 0.04% | -30.4% |
| ZTS | Sell | ZOETIS INCcl a | $466,886 | -2.6% | 2,366 | -14.2% | 0.04% | -35.6% |
| SBUX | Sell | STARBUCKS CORP | $460,668 | -3.2% | 4,798 | -8.0% | 0.04% | -34.5% |
| XLSR | Sell | SSGA ACTIVE TRspdr ssga us sct | $460,612 | -0.7% | 10,066 | -10.5% | 0.04% | -33.3% |
| HST | Sell | HOST HOTELS & RESORTS INC | $466,489 | +11.6% | 23,959 | -7.9% | 0.04% | -25.5% |
| GLW | Sell | CORNING INC | $458,872 | -2.0% | 15,070 | -1.9% | 0.04% | -35.1% |
| DAL | Sell | DELTA AIR LINES INC DEL | $452,942 | -3.9% | 11,259 | -11.6% | 0.04% | -36.2% |
| REMX | Sell | VANECK ETF TRUSTrare earth/strtg | $454,032 | -21.0% | 7,377 | -14.9% | 0.04% | -47.1% |
| ADI | Sell | ANALOG DEVICES INC | $458,544 | +1.9% | 2,309 | -10.1% | 0.04% | -32.7% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $456,887 | +17.0% | 3,203 | -11.4% | 0.04% | -22.9% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $448,651 | -30.3% | 1,995 | -29.3% | 0.04% | -53.2% |
| WPS | Sell | ISHARES TRintl devppty etf | $457,461 | +11.6% | 15,960 | -2.5% | 0.04% | -26.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $440,505 | +7.0% | 14,205 | -7.1% | 0.04% | -28.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $443,046 | +9.9% | 962 | -7.1% | 0.04% | -26.5% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $444,277 | +3.8% | 2,719 | -4.0% | 0.04% | -30.8% |
| WSO | Sell | WATSCO INC | $446,599 | +3.0% | 1,042 | -9.2% | 0.04% | -32.1% |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $430,354 | -26.6% | 5,191 | -23.4% | 0.04% | -51.4% |
| CAE | Sell | CAE INC | $429,482 | -15.2% | 19,893 | -8.3% | 0.04% | -43.5% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $427,505 | -64.5% | 7,441 | -65.9% | 0.04% | -76.2% |
| ADSK | Sell | AUTODESK INC | $422,779 | +3.2% | 1,736 | -12.3% | 0.03% | -32.0% |
| ALGM | Sell | ALLEGRO MICROSYSTEMS INC | $415,484 | -6.0% | 13,726 | -0.8% | 0.03% | -37.0% |
| FAST | Sell | FASTENAL CO | $413,181 | +17.8% | 6,379 | -0.6% | 0.03% | -20.9% |
| CVS | Sell | CVS HEALTH CORP | $415,477 | -28.2% | 5,262 | -36.5% | 0.03% | -52.1% |
| WEC | Sell | WEC ENERGY GROUP INC | $400,850 | -1.4% | 4,762 | -5.7% | 0.03% | -34.0% |
| TDG | Sell | TRANSDIGM GROUP INC | $407,098 | +4.3% | 402 | -13.2% | 0.03% | -31.2% |
| YYY | Sell | AMPLIFY ETF TR | $408,817 | -6.2% | 35,182 | -10.3% | 0.03% | -37.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $395,682 | +10.2% | 1,511 | -3.1% | 0.03% | -27.3% |
| FDS | Sell | FACTSET RESH SYS INC | $389,511 | -10.3% | 816 | -17.8% | 0.03% | -39.6% |
| GIB | Sell | CGI INCcl a sub vtg | $396,406 | +0.6% | 3,697 | -7.6% | 0.03% | -33.3% |
| Sell | SK TELECOM LTDsponsored adr | $392,929 | -11.8% | 18,361 | -11.5% | 0.03% | -40.7% | |
| Sell | CRANE COMPANY | $395,737 | +22.4% | 3,350 | -8.0% | 0.03% | -20.0% | |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $379,288 | -5.5% | 46,942 | -11.3% | 0.03% | -36.7% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $383,829 | +12.4% | 1,226 | -2.2% | 0.03% | -26.2% |
| HES | Sell | HESS CORP | $384,820 | -12.1% | 2,669 | -6.7% | 0.03% | -42.6% |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $379,172 | -0.3% | 12,077 | -4.6% | 0.03% | -34.0% |
| SCHN | Sell | SCHNITZER STEEL INDS INCcl a | $384,575 | +7.5% | 12,751 | -0.8% | 0.03% | -29.5% |
| DIS | Sell | DISNEY WALT CO | $385,052 | -13.1% | 4,265 | -22.0% | 0.03% | -42.6% |
| SANM | Sell | SANMINA CORPORATION | $375,594 | -45.7% | 7,312 | -42.7% | 0.03% | -63.5% |
| NDAQ | Sell | NASDAQ INC | $381,470 | +12.5% | 6,561 | -6.0% | 0.03% | -24.4% |
| ESLT | Sell | ELBIT SYS LTDord | $362,690 | -2.8% | 1,701 | -9.8% | 0.03% | -34.8% |
| KO | Sell | COCA COLA CO | $374,275 | +3.8% | 6,351 | -1.4% | 0.03% | -31.8% |
| EXAS | Sell | EXACT SCIENCES CORP | $363,997 | +5.3% | 4,920 | -2.9% | 0.03% | -28.6% |
| BDX | Sell | BECTON DICKINSON & CO | $372,574 | -6.8% | 1,528 | -1.2% | 0.03% | -38.8% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $363,500 | -12.4% | 4,931 | -8.8% | 0.03% | -41.2% |
| OZK | Sell | BANK OZK LITTLE ROCK ARK | $362,917 | -2.5% | 7,283 | -27.4% | 0.03% | -34.8% |
| SPGI | Sell | S&P GLOBAL INC | $367,367 | -17.6% | 834 | -31.6% | 0.03% | -45.5% |
| AMR | Sell | ALPHA METALLURGICAL RESOUR I | $351,871 | +20.9% | 1,038 | -7.4% | 0.03% | -19.4% |
| GBCI | Sell | GLACIER BANCORP INC NEW | $361,376 | +34.3% | 8,746 | -7.4% | 0.03% | -12.1% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $355,558 | +12.4% | 1,564 | -0.6% | 0.03% | -25.6% |
| Sell | COLUMBIA ETF TR Ishort duration | $354,533 | -18.4% | 19,242 | -21.0% | 0.03% | -45.3% | |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $350,534 | -32.8% | 7,381 | -33.1% | 0.03% | -54.7% |
| EBND | Sell | SPDR SER TRbloomberg emergi | $359,198 | -43.3% | 16,911 | -47.1% | 0.03% | -62.8% |
| FMAT | Sell | FIDELITY COVINGTON TRUSTmsci matls index | $351,072 | -68.0% | 7,203 | -70.9% | 0.03% | -78.4% |
| MTH | Sell | MERITAGE HOMES CORP | $356,259 | +16.8% | 2,045 | -18.0% | 0.03% | -21.6% |
| VICI | Sell | VICI PPTYS INC | $348,526 | -0.1% | 10,932 | -8.8% | 0.03% | -34.9% |
| MATX | Sell | MATSON INC | $348,563 | +17.1% | 3,180 | -5.2% | 0.03% | -22.2% |
| WGO | Sell | WINNEBAGO INDS INC | $344,910 | +19.5% | 4,733 | -2.5% | 0.03% | -20.0% |
| QAI | Sell | INDEXIQ ETF TRhedge mlti etf | $344,512 | -27.4% | 11,446 | -27.6% | 0.03% | -51.7% |
| ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $343,276 | +16.2% | 36,480 | -7.2% | 0.03% | -22.2% |
| AEL | Sell | AMERICAN EQTY INVT LIFE HLD | $342,239 | +1.3% | 6,133 | -2.6% | 0.03% | -31.7% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $349,324 | +18.3% | 17,107 | -9.4% | 0.03% | -22.2% |
| TPR | Sell | TAPESTRY INC | $329,190 | +14.8% | 8,943 | -10.3% | 0.03% | -22.9% |
| A | Sell | AGILENT TECHNOLOGIES INC | $329,478 | +3.1% | 2,370 | -17.1% | 0.03% | -30.8% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $329,497 | +7.8% | 144 | -13.8% | 0.03% | -27.0% |
| CNXC | Sell | CONCENTRIX CORP | $327,056 | +12.5% | 3,330 | -8.2% | 0.03% | -25.0% |
| EBAY | Sell | EBAY INC. | $325,792 | -4.7% | 7,469 | -3.7% | 0.03% | -35.7% |
| ROST | Sell | ROSS STORES INC | $334,619 | +9.4% | 2,418 | -10.7% | 0.03% | -27.0% |
| RTX | Sell | RTX CORPORATION | $318,769 | -68.1% | 3,789 | -72.7% | 0.03% | -78.7% |
| ILMN | Sell | ILLUMINA INC | $320,610 | -26.2% | 2,303 | -27.2% | 0.03% | -50.9% |
| DTE | Sell | DTE ENERGY CO | $320,634 | +1.1% | 2,908 | -8.9% | 0.03% | -33.3% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $324,126 | +2.7% | 4,767 | -8.5% | 0.03% | -33.3% |
| JHG | Sell | JANUS HENDERSON GROUP PLC | $321,065 | +10.9% | 10,649 | -5.0% | 0.03% | -25.7% |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $321,775 | -0.0% | 6,520 | -7.7% | 0.03% | -33.3% |
| NOG | Sell | NORTHERN OIL & GAS INC | $305,779 | -8.9% | 8,249 | -1.1% | 0.02% | -39.0% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $308,761 | -9.5% | 2,510 | -4.8% | 0.02% | -40.5% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $309,379 | +2.2% | 1,095 | -7.7% | 0.02% | -32.4% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $310,898 | +1.4% | 2,627 | -8.8% | 0.02% | -34.2% |
| GNW | Sell | GENWORTH FINL INC | $305,966 | +2.0% | 45,803 | -10.5% | 0.02% | -32.4% |
| OC | Sell | OWENS CORNING NEW | $301,663 | +7.8% | 2,035 | -0.8% | 0.02% | -26.5% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $307,017 | +11.6% | 5,326 | -2.9% | 0.02% | -26.5% |
| DXCM | Sell | DEXCOM INC | $289,928 | -3.7% | 2,336 | -27.6% | 0.02% | -35.1% |
| FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $290,517 | -6.9% | 205 | -9.3% | 0.02% | -36.8% |
| RE | Sell | EVEREST GROUP LTD | $289,231 | -11.2% | 818 | -6.7% | 0.02% | -40.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $289,182 | +10.9% | 927 | -9.4% | 0.02% | -25.0% |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $293,010 | +4.7% | 5,370 | -3.5% | 0.02% | -29.4% |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $296,486 | -1.8% | 3,370 | -1.5% | 0.02% | -35.1% |
| NOK | Sell | NOKIA CORPsponsored adr | $276,472 | -14.1% | 80,840 | -6.1% | 0.02% | -41.0% |
| SGOV | Sell | ISHARES TR0-3 mnth treasry | $287,585 | -92.2% | 2,868 | -92.2% | 0.02% | -94.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $278,836 | +5.4% | 2,171 | -9.7% | 0.02% | -28.1% |
| TW | Sell | TRADEWEB MKTS INCcl a | $285,214 | -2.3% | 3,138 | -13.8% | 0.02% | -36.1% |
| Sell | GENERAL ELECTRIC CO | $279,050 | -5.5% | 2,186 | -18.2% | 0.02% | -36.1% | |
| UL | Sell | UNILEVER PLCspon adr new | $273,459 | -5.3% | 5,641 | -3.4% | 0.02% | -37.1% |
| TNL | Sell | TRAVEL PLUS LEISURE CO | $266,747 | -2.1% | 6,824 | -8.0% | 0.02% | -33.3% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $266,117 | +2.0% | 5,980 | -4.7% | 0.02% | -31.2% |
| FICO | Sell | FAIR ISAAC CORP | $275,354 | -6.5% | 237 | -30.1% | 0.02% | -38.9% |
| PAG | Sell | PENSKE AUTOMOTIVE GRP INC | $268,574 | -13.4% | 1,673 | -9.9% | 0.02% | -42.1% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $271,311 | -2.3% | 1,148 | -19.0% | 0.02% | -35.3% |
| BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $254,572 | -4.2% | 11,200 | -5.2% | 0.02% | -36.4% |
| DECK | Sell | DECKERS OUTDOOR CORP | $253,842 | -24.3% | 380 | -41.8% | 0.02% | -48.8% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $259,606 | +8.2% | 3,394 | -2.5% | 0.02% | -27.6% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $258,121 | -10.3% | 1,174 | -7.8% | 0.02% | -40.0% |
| PGR | Sell | PROGRESSIVE CORP | $260,696 | -7.2% | 1,637 | -18.8% | 0.02% | -38.2% |
| KB | Sell | KB FINL GROUP INCsponsored adr | $255,594 | +0.2% | 6,178 | -0.5% | 0.02% | -32.3% |
| PPLT | Sell | ABRDN PLATINUM ETF TRUST | $261,521 | -1.4% | 2,869 | -9.5% | 0.02% | -34.4% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $260,651 | -4.9% | 11,475 | -5.9% | 0.02% | -38.2% |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $252,978 | +0.2% | 7,521 | -7.6% | 0.02% | -32.3% |
| CNC | Sell | CENTENE CORP DEL | $252,920 | +0.1% | 3,408 | -7.1% | 0.02% | -32.3% |
| CCJ | Sell | CAMECO CORP | $262,175 | -3.5% | 6,083 | -11.2% | 0.02% | -36.4% |
| OXY | Sell | OCCIDENTAL PETE CORP | $246,060 | -11.5% | 4,121 | -3.8% | 0.02% | -41.2% |
| Sell | INNOVATOR ETFS TRladerd alctn pwr | $246,857 | -33.4% | 6,159 | -37.6% | 0.02% | -55.6% | |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $245,518 | -5.2% | 102,727 | -15.5% | 0.02% | -37.5% |
| Sell | PERMIAN RESOURCES CORP | $239,691 | -6.0% | 17,624 | -3.5% | 0.02% | -35.5% | |
| STWD | Sell | STARWOOD PPTY TR INC | $229,609 | +3.7% | 10,923 | -4.5% | 0.02% | -29.6% |
| DVYE | Sell | ISHARES INCem mkts div etf | $234,358 | -0.7% | 8,847 | -10.7% | 0.02% | -34.5% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $237,713 | -91.3% | 2,027 | -90.6% | 0.02% | -94.3% |
| EWRE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $238,566 | +7.5% | 7,171 | -7.5% | 0.02% | -29.6% |
| FHN | Sell | FIRST HORIZON CORPORATION | $233,685 | +19.4% | 16,503 | -7.0% | 0.02% | -20.8% |
| DVA | Sell | DAVITA INC | $237,327 | -20.5% | 2,265 | -28.3% | 0.02% | -48.6% |
| BEN | Sell | FRANKLIN RESOURCES INC | $225,579 | +7.3% | 7,572 | -11.5% | 0.02% | -30.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $226,832 | +1.6% | 2,338 | -7.6% | 0.02% | -33.3% |
| SFM | Sell | SPROUTS FMRS MKT INC | $224,380 | -10.5% | 4,664 | -20.4% | 0.02% | -41.9% |
| ITA | Sell | ISHARES TRus aer def etf | $218,615 | -68.1% | 1,727 | -73.3% | 0.02% | -78.6% |
| AEIS | Sell | ADVANCED ENERGY INDS | $215,723 | -3.0% | 1,981 | -8.2% | 0.02% | -33.3% |
| NLOK | Sell | GEN DIGITAL INC | $225,491 | +18.4% | 9,881 | -8.3% | 0.02% | -21.7% |
| FTNT | Sell | FORTINET INC | $215,573 | -70.6% | 3,683 | -70.5% | 0.02% | -80.0% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $221,169 | -54.3% | 7,230 | -54.2% | 0.02% | -69.5% |
| SNX | Sell | TD SYNNEX CORPORATION | $207,739 | -1.3% | 1,930 | -8.4% | 0.02% | -34.6% |
| FHI | Sell | FEDERATED HERMES INCcl b | $211,978 | -3.7% | 6,260 | -3.6% | 0.02% | -37.0% |
| EVTC | Sell | EVERTEC INC | $211,959 | -79.0% | 5,177 | -80.9% | 0.02% | -86.2% |
| CUT | Sell | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $205,803 | -7.3% | 6,419 | -12.9% | 0.02% | -37.0% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $204,468 | -9.4% | 4,299 | -11.6% | 0.02% | -39.3% |
| KHC | Sell | KRAFT HEINZ CO | $203,651 | -43.5% | 5,507 | -48.6% | 0.02% | -61.4% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $212,049 | +1.7% | 3,875 | -9.6% | 0.02% | -34.6% |
| CSX | Sell | CSX CORP | $208,018 | -1.9% | 6,000 | -13.0% | 0.02% | -34.6% |
| PSO | Sell | PEARSON PLCsponsored adr | $214,673 | +4.4% | 17,467 | -10.4% | 0.02% | -32.0% |
| FTSD | Sell | FRANKLIN ETF TRshrt dur us govt | $200,463 | -10.8% | 2,228 | -11.5% | 0.02% | -42.9% |
| F | Sell | FORD MTR CO DEL | $179,777 | -22.8% | 14,748 | -21.4% | 0.02% | -48.3% |
| SXC | Sell | SUNCOKE ENERGY INC | $183,589 | +3.0% | 17,094 | -2.6% | 0.02% | -31.8% |
| ERIC | Sell | TELEFONAKTIEBOLAGET LM ERICSadr b sek 10 | $160,503 | +9.2% | 25,477 | -15.8% | 0.01% | -27.8% |
| TILE | Sell | INTERFACE INC | $148,963 | +2.8% | 11,804 | -20.1% | 0.01% | -33.3% |
| WETF | Sell | WISDOMTREE INC | $150,466 | -3.7% | 21,712 | -2.7% | 0.01% | -36.8% |
| GRFS | Sell | GRIFOLS S Asp adr rep b nvt | $131,935 | +17.9% | 11,413 | -6.8% | 0.01% | -21.4% |
| Sell | ADTRAN HOLDINGS INC | $111,810 | -17.4% | 15,233 | -7.4% | 0.01% | -47.1% | |
| TKC | Sell | TURKCELL ILETISIM HIZMETLERIspon adr new | $92,379 | -8.9% | 19,206 | -10.4% | 0.01% | -33.3% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $102,929 | +6.5% | 10,492 | -9.4% | 0.01% | -33.3% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $95,359 | -22.8% | 10,467 | -31.8% | 0.01% | -46.7% |
| RLGT | Sell | RADIANT LOGISTICS INC | $88,877 | -33.4% | 13,385 | -43.3% | 0.01% | -56.2% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $85,259 | -18.3% | 13,017 | -19.6% | 0.01% | -46.2% |
| IBRX | Sell | IMMUNITYBIO INC | $56,139 | +191.1% | 11,183 | -2.0% | 0.01% | +150.0% |
| BBAR | Sell | BANCO BBVA ARGENTINA S Asponsored ads | $57,832 | +6.1% | 10,631 | -19.1% | 0.01% | -28.6% |
| FSP | Sell | FRANKLIN STR PPTYS CORP | $26,632 | +9.7% | 10,403 | -20.8% | 0.00% | -33.3% |
| OPK | Sell | OPKO HEALTH INC | $17,011 | -44.0% | 11,266 | -40.7% | 0.00% | -75.0% |
| TELL | Sell | TELLURIAN INC NEW | $7,779 | -63.9% | 10,295 | -44.5% | 0.00% | -66.7% |
| OTLY | Sell | OATLY GROUP ABsponsored ads | $12,915 | +12.6% | 10,945 | -14.5% | 0.00% | 0.0% |
| VGZ | Sell | VISTA GOLD CORP | $7,903 | -11.3% | 17,487 | -15.6% | 0.00% | 0.0% |
| NVTA | Sell | INVITAE CORP | $9,872 | -10.2% | 15,750 | -13.3% | 0.00% | 0.0% |
| GNPX | Exit | GENPREX INC | $0 | – | -14,642 | -100.0% | -0.00% | – |
| HNST | Exit | HONEST CO INC | $0 | – | -11,115 | -100.0% | -0.00% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -19,702 | -100.0% | -0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -62,298 | -100.0% | -0.00% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -10,680 | -100.0% | -0.01% | – |
| HRTG | Exit | HERITAGE INSURANCE HLDGS INC | $0 | – | -12,095 | -100.0% | -0.01% | – |
| TAST | Exit | CARROLS RESTAURANT GROUP INC | $0 | – | -13,218 | -100.0% | -0.01% | – |
| QS | Exit | QUANTUMSCAPE CORP | $0 | – | -13,247 | -100.0% | -0.01% | – |
| Exit | DOCGO INC | $0 | – | -22,506 | -100.0% | -0.02% | – | |
| EGY | Exit | VAALCO ENERGY INC | $0 | – | -34,296 | -100.0% | -0.02% | – |
| MTDR | Exit | MATADOR RES CO | $0 | – | -3,451 | -100.0% | -0.02% | – |
| FSTA | Exit | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | -4,734 | -100.0% | -0.02% | – |
| NXGN | Exit | NEXTGEN HEALTHCARE INC | $0 | – | -8,777 | -100.0% | -0.02% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -2,377 | -100.0% | -0.02% | – |
| BCI | Exit | ABRDN ETFS | $0 | – | -9,806 | -100.0% | -0.02% | – |
| EGP | Exit | EASTGROUP PPTYS INC | $0 | – | -1,267 | -100.0% | -0.03% | – |
| RMBS | Exit | RAMBUS INC DEL | $0 | – | -3,748 | -100.0% | -0.03% | – |
| PALL | Exit | ABRDN PALLADIUM ETF TRUSTphysical palladm | $0 | – | -1,871 | -100.0% | -0.03% | – |
| VRTS | Exit | VIRTUS INVT PARTNERS INC | $0 | – | -1,081 | -100.0% | -0.03% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -5,970 | -100.0% | -0.03% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -1,751 | -100.0% | -0.03% | – |
| DAC | Exit | DANAOS CORPORATION | $0 | – | -3,375 | -100.0% | -0.03% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -4,921 | -100.0% | -0.03% | – |
| MSVX | Exit | ETF SER SOLUTIONSlha mkt st alp | $0 | – | -9,217 | -100.0% | -0.03% | – |
| REZ | Exit | ISHARES TRresidential mult | $0 | – | -3,431 | -100.0% | -0.03% | – |
| DIOD | Exit | DIODES INC | $0 | – | -3,073 | -100.0% | -0.03% | – |
| GTIP | Exit | GOLDMAN SACHS ETF TRaccess inflati | $0 | – | -5,193 | -100.0% | -0.03% | – |
| MNA | Exit | INDEXIQ ETF TRiq mrgr arb etf | $0 | – | -7,857 | -100.0% | -0.03% | – |
| DE | Exit | DEERE & CO | $0 | – | -652 | -100.0% | -0.03% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,692 | -100.0% | -0.03% | – |
| TREX | Exit | TREX CO INC | $0 | – | -4,086 | -100.0% | -0.03% | – |
| TPYP | Exit | MANAGED PORTFOLIO SERIEStortoise nram pi | $0 | – | -10,397 | -100.0% | -0.03% | – |
| SIVR | Exit | ABRDN SILVER ETF TRUST | $0 | – | -12,292 | -100.0% | -0.03% | – |
| FMF | Exit | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $0 | – | -5,261 | -100.0% | -0.03% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -10,872 | -100.0% | -0.03% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -14,182 | -100.0% | -0.03% | – |
| BLMN | Exit | BLOOMIN BRANDS INC | $0 | – | -11,636 | -100.0% | -0.04% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -14,039 | -100.0% | -0.04% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -5,804 | -100.0% | -0.04% | – |
| SD | Exit | SANDRIDGE ENERGY INC | $0 | – | -21,039 | -100.0% | -0.04% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -12,163 | -100.0% | -0.04% | – | |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -5,188 | -100.0% | -0.04% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -3,102 | -100.0% | -0.05% | – |
| BWA | Exit | BORGWARNER INC | $0 | – | -11,036 | -100.0% | -0.06% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -6,126 | -100.0% | -0.08% | – |
| GRES | Exit | INDEXIQ ETF TRiq glb res etf | $0 | – | -20,363 | -100.0% | -0.08% | – |
| FMC | Exit | FMC CORP | $0 | – | -11,134 | -100.0% | -0.09% | – |
| ORAN | Exit | ORANGEsponsored adr | $0 | – | -65,700 | -100.0% | -0.09% | – |
| STN | Exit | STANTEC INC | $0 | – | -11,736 | -100.0% | -0.09% | – |
| MNSO | Exit | MINISO GROUP HLDG LTDsponsored ads | $0 | – | -29,237 | -100.0% | -0.09% | – |
| WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -33,706 | -100.0% | -0.10% | – |
| SUZ | Exit | SUZANO S Aspon ads | $0 | – | -79,687 | -100.0% | -0.10% | – |
| TRMD | Exit | TORM PLC | $0 | – | -31,347 | -100.0% | -0.11% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -6,563 | -100.0% | -0.11% | – |
| Exit | FRONTLINE PLC | $0 | – | -49,005 | -100.0% | -0.11% | – | |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -18,828 | -100.0% | -0.12% | – |
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -18,016 | -100.0% | -0.15% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -118,273 | -100.0% | -0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERISK ANALYTICS INC CL A | 46 | Q2 2024 | 6.1% |
| ISHARES TR HIGH YLD CORP | 46 | Q2 2024 | 3.5% |
| ISHARES TR | 46 | Q2 2024 | 5.8% |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 46 | Q2 2024 | 2.8% |
| ISHARES TR GS CORP BD FD | 46 | Q2 2024 | 2.7% |
| VERTEX PHARMACEUTICALS INC | 46 | Q2 2024 | 2.0% |
| ISHARES TR | 46 | Q2 2024 | 3.6% |
| ISHARES TR | 46 | Q2 2024 | 2.3% |
| VANGUARD WORLD FDS | 46 | Q2 2024 | 2.8% |
| POWERSHARES S&P INTERNATIONAL DEVELOPED | 46 | Q2 2024 | 1.0% |
View Freedom Investment Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-08 |
View Freedom Investment Management, Inc.'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.