$490 Million is the total value of JFS WEALTH ADVISORS, LLC's 600 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 23.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRrus 1000 etf | $50,391,000 | +7.4% | 225,130 | +1.6% | 10.28% | +4.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $33,635,000 | +2.9% | 295,488 | +6.8% | 6.86% | -0.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $32,239,000 | +16.9% | 297,050 | -1.0% | 6.58% | +13.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $24,762,000 | +5.4% | 96,929 | -4.3% | 5.05% | +2.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $19,442,000 | +13.1% | 74,697 | -0.1% | 3.97% | +9.9% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $15,080,000 | +1.5% | 259,329 | -1.8% | 3.08% | -1.4% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $12,892,000 | +4.3% | 246,221 | -4.2% | 2.63% | +1.3% |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $11,934,000 | +3.5% | 392,573 | +2.1% | 2.43% | +0.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $11,805,000 | +2.8% | 313,802 | -1.6% | 2.41% | -0.1% |
| MUB | Buy | ISHARES TRnational mun etf | $10,327,000 | -0.3% | 88,985 | +0.6% | 2.11% | -3.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $9,188,000 | +4.0% | 70,797 | +2.9% | 1.87% | +1.1% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $9,060,000 | +3.2% | 191,873 | -2.8% | 1.85% | +0.3% |
| AAPL | Sell | APPLE INC | $8,454,000 | -13.5% | 69,206 | -6.1% | 1.72% | -15.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $8,134,000 | -13.1% | 80,463 | -21.3% | 1.66% | -15.5% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $8,128,000 | -16.1% | 248,415 | -24.1% | 1.66% | -18.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $7,803,000 | -0.1% | 245,526 | -3.6% | 1.59% | -2.9% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $6,430,000 | +5.8% | 433,891 | +7.8% | 1.31% | +2.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,298,000 | +21.8% | 15,833 | +14.9% | 1.28% | +18.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $6,288,000 | -12.9% | 155,556 | -25.0% | 1.28% | -15.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $6,225,000 | +27.8% | 73,478 | +33.1% | 1.27% | +24.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $6,177,000 | +2.3% | 63,871 | -3.8% | 1.26% | -0.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,031,000 | -17.0% | 115,868 | -20.1% | 1.23% | -19.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,115,000 | -12.9% | 104,159 | -16.3% | 1.04% | -15.4% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $5,017,000 | -16.2% | 69,461 | -21.0% | 1.02% | -18.6% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $4,529,000 | +11.9% | 280,247 | +11.6% | 0.92% | +8.7% |
| DMB | Buy | BNY MELLON MUN BD INFRASTRUC | $4,441,000 | +12.5% | 314,743 | +11.7% | 0.91% | +9.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,374,000 | +14.7% | 21,160 | +8.0% | 0.89% | +11.4% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $4,370,000 | +10.3% | 288,635 | +12.0% | 0.89% | +7.1% |
| VKQ | Buy | INVESCO MUN TR | $4,309,000 | +16.0% | 326,422 | +12.6% | 0.88% | +12.7% |
| IQI | Buy | INVESCO QUALITY MUN INCOME T | $4,269,000 | +11.8% | 329,112 | +12.4% | 0.87% | +8.6% |
| EIM | Buy | EATON VANCE MUN BD FD | $4,236,000 | +9.9% | 318,500 | +12.4% | 0.86% | +6.8% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $3,852,000 | +9.9% | 69,810 | +5.7% | 0.79% | +6.8% |
| DWM | Sell | WISDOMTREE TRintl equity fd | $3,717,000 | -18.0% | 70,693 | -21.1% | 0.76% | -20.4% |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $3,608,000 | +18.3% | 273,728 | +15.1% | 0.74% | +15.0% |
| MEN | Buy | BLACKROCK MUNIENHANCED FD IN | $3,535,000 | +13.1% | 299,070 | +14.6% | 0.72% | +9.9% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $3,227,000 | -4.2% | 21,278 | -15.9% | 0.66% | -6.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $3,193,000 | +12.3% | 144,992 | -0.1% | 0.65% | +9.0% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,106,000 | +7.6% | 17,614 | -7.9% | 0.63% | +4.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,093,000 | +8.4% | 31,030 | -3.2% | 0.63% | +5.3% |
| REET | Buy | ISHARES TRglobal reit etf | $3,039,000 | +10.3% | 119,252 | +3.6% | 0.62% | +7.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,921,000 | +4.8% | 82,601 | +0.0% | 0.60% | +1.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,746,000 | +6.0% | 11,576 | -0.1% | 0.56% | +2.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,530,000 | +7.6% | 27,545 | -0.5% | 0.52% | +4.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,515,000 | +2.5% | 15,301 | -1.8% | 0.51% | -0.4% |
| DIS | Sell | DISNEY WALT CO | $2,477,000 | -4.6% | 13,424 | -6.3% | 0.50% | -7.3% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $2,364,000 | -11.6% | 45,760 | -10.2% | 0.48% | -14.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,342,000 | -3.4% | 17,295 | -0.8% | 0.48% | -6.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,250,000 | +10.7% | 30,230 | +1.4% | 0.46% | +7.5% |
| MCD | Sell | MCDONALDS CORP | $2,200,000 | +3.6% | 9,814 | -0.8% | 0.45% | +0.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,087,000 | +11.8% | 28,959 | +7.2% | 0.43% | +8.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,921,000 | +13.1% | 25,322 | +8.8% | 0.39% | +10.1% |
| XOM | Sell | EXXON MOBIL CORP | $1,915,000 | +3.8% | 34,295 | -23.4% | 0.39% | +1.0% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,909,000 | -13.7% | 35,378 | -10.4% | 0.39% | -16.2% |
| IWF | ISHARES TRrus 1000 grw etf | $1,712,000 | +0.8% | 7,042 | 0.0% | 0.35% | -2.0% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,671,000 | +12.1% | 7,561 | -0.6% | 0.34% | +8.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,664,000 | +11.9% | 25,859 | +7.9% | 0.34% | +8.7% |
| MUC | Sell | BLACKROCK MUNIHLDNGS CALI QL | $1,628,000 | -17.4% | 108,200 | -17.7% | 0.33% | -19.8% |
| PFE | Sell | PFIZER INC | $1,598,000 | -3.9% | 44,116 | -2.3% | 0.33% | -6.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,598,000 | +7.8% | 16,644 | +2.1% | 0.33% | +4.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,586,000 | +8.6% | 10,464 | -2.0% | 0.32% | +5.5% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,565,000 | +7.2% | 31,807 | +0.4% | 0.32% | +3.9% |
| PEP | Sell | PEPSICO INC | $1,526,000 | -4.6% | 10,791 | -0.0% | 0.31% | -7.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,498,000 | +4.4% | 34,214 | +0.5% | 0.31% | +1.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,481,000 | +8.9% | 718 | -7.5% | 0.30% | +5.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,432,000 | +0.5% | 26,838 | -2.7% | 0.29% | -2.3% |
| VCV | Sell | INVESCO CALIF VALUE MUN INCO | $1,383,000 | -13.3% | 108,101 | -10.4% | 0.28% | -15.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,307,000 | -8.2% | 24,150 | -11.1% | 0.27% | -10.7% |
| T | Sell | AT&T INC | $1,293,000 | +0.5% | 42,712 | -4.5% | 0.26% | -2.2% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,230,000 | +1.1% | 10,877 | -6.3% | 0.25% | -1.6% |
| MSFT | Sell | MICROSOFT CORP | $1,222,000 | +3.2% | 5,184 | -2.6% | 0.25% | 0.0% |
| HD | Sell | HOME DEPOT INC | $1,161,000 | +8.9% | 3,804 | -5.2% | 0.24% | +5.8% |
| ACGL | ARCH CAP GROUP LTDord | $1,066,000 | +6.4% | 27,783 | 0.0% | 0.22% | +3.3% | |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $1,060,000 | -8.1% | 22,930 | -15.6% | 0.22% | -10.7% |
| ALLY | Buy | ALLY FINL INC | $1,055,000 | +166.4% | 23,344 | +110.2% | 0.22% | +159.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,024,000 | +11.1% | 6,724 | -7.3% | 0.21% | +7.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $979,000 | +0.4% | 7,350 | -5.1% | 0.20% | -2.4% |
| KLAC | KLA CORP | $925,000 | +27.6% | 2,800 | 0.0% | 0.19% | +24.3% | |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $923,000 | +0.3% | 22,180 | +4.9% | 0.19% | -2.6% |
| IWO | ISHARES TRrus 2000 grw etf | $910,000 | +4.8% | 3,027 | 0.0% | 0.19% | +2.2% | |
| KO | COCA COLA CO | $895,000 | -3.9% | 16,984 | 0.0% | 0.18% | -6.2% | |
| AMZN | Sell | AMAZON COM INC | $863,000 | -58.0% | 279 | -55.8% | 0.18% | -59.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $773,000 | +389.2% | 5,473 | +343.2% | 0.16% | +378.8% |
| ICF | Sell | ISHARES TRcohen steer reit | $758,000 | +6.6% | 13,113 | -0.6% | 0.16% | +4.0% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $684,000 | -7.9% | 13,329 | -14.4% | 0.14% | -10.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $683,000 | +11.1% | 330 | -6.0% | 0.14% | +7.8% |
| CAT | Sell | CATERPILLAR INC | $675,000 | +27.1% | 2,912 | -0.2% | 0.14% | +24.3% |
| SBUX | Sell | STARBUCKS CORP | $660,000 | -2.4% | 6,037 | -4.5% | 0.14% | -4.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $656,000 | -1.9% | 17,087 | -1.6% | 0.13% | -4.3% |
| CVX | Sell | CHEVRON CORP NEW | $634,000 | +20.1% | 6,053 | -3.2% | 0.13% | +16.2% |
| DVY | ISHARES TRselect divid etf | $614,000 | +18.5% | 5,385 | 0.0% | 0.12% | +14.7% | |
| PDN | Sell | INVESCO EXCH TRADED FD TR IIftse rafi sml | $606,000 | -10.4% | 16,558 | -15.4% | 0.12% | -12.7% |
| WFC | Buy | WELLS FARGO CO NEW | $590,000 | +43.9% | 15,092 | +11.0% | 0.12% | +39.5% |
| PXH | Sell | INVESCO EXCH TRADED FD TR IIftse rafi emng | $575,000 | -8.7% | 25,541 | -14.2% | 0.12% | -11.4% |
| MRK | Sell | MERCK & CO. INC | $563,000 | -6.8% | 7,306 | -1.0% | 0.12% | -9.4% |
| FNB | Buy | F N B CORP | $561,000 | +53.3% | 44,158 | +14.7% | 0.11% | +48.1% |
| INTU | Buy | INTUIT | $533,000 | +2.9% | 1,391 | +2.1% | 0.11% | 0.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $524,000 | -1.3% | 3,284 | -18.6% | 0.11% | -3.6% |
| IWR | Sell | ISHARES TRrus mid cap etf | $521,000 | +3.4% | 7,049 | -4.1% | 0.11% | 0.0% |
| DE | Buy | DEERE & CO | $509,000 | +39.1% | 1,360 | +0.1% | 0.10% | +35.1% |
| WMT | Sell | WALMART INC | $503,000 | -8.2% | 3,702 | -2.7% | 0.10% | -10.4% |
| GS | GOLDMAN SACHS GROUP INC | $500,000 | +24.1% | 1,528 | 0.0% | 0.10% | +20.0% | |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $498,000 | +5.7% | 2,688 | +0.0% | 0.10% | +3.0% |
| CVS | Sell | CVS HEALTH CORP | $501,000 | +8.7% | 6,661 | -1.3% | 0.10% | +5.2% |
| TJX | Buy | TJX COS INC NEW | $493,000 | -2.2% | 7,451 | +1.0% | 0.10% | -4.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $475,000 | +8.7% | 1,199 | +2.5% | 0.10% | +5.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $473,000 | +11.6% | 2,694 | -5.3% | 0.10% | +7.9% |
| HDV | ISHARES TRcore high dv etf | $466,000 | +8.1% | 4,912 | 0.0% | 0.10% | +5.6% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $456,000 | +7.0% | 4,976 | +0.7% | 0.09% | +4.5% |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $457,000 | +29.5% | 78,875 | 0.0% | 0.09% | +25.7% | |
| CSL | CARLISLE COS INC | $438,000 | +5.5% | 2,660 | 0.0% | 0.09% | +2.3% | |
| BA | Sell | BOEING CO | $422,000 | +12.2% | 1,658 | -5.7% | 0.09% | +8.9% |
| BAC | Buy | BK OF AMERICA CORP | $419,000 | +62.4% | 10,821 | +26.9% | 0.08% | +57.4% |
| VOO | VANGUARD INDEX FDS | $411,000 | +6.2% | 1,127 | 0.0% | 0.08% | +3.7% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $400,000 | -0.7% | 6,877 | +0.4% | 0.08% | -3.5% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $388,000 | +37.6% | 7,059 | 0.0% | 0.08% | +33.9% | |
| FB | Sell | FACEBOOK INCcl a | $368,000 | -7.1% | 1,249 | -13.8% | 0.08% | -9.6% |
| RWR | Buy | SPDR SER TRdj reit etf | $362,000 | +9.7% | 3,824 | +0.3% | 0.07% | +7.2% |
| AOA | Buy | ISHARES TRaggres alloc etf | $339,000 | +4.6% | 5,066 | +0.4% | 0.07% | +1.5% |
| FITB | Buy | FIFTH THIRD BANCORP | $336,000 | +92.0% | 8,965 | +41.1% | 0.07% | +86.5% |
| TSLA | Sell | TESLA INC | $325,000 | -6.1% | 486 | -1.0% | 0.07% | -9.6% |
| AON | AON PLC | $323,000 | +8.8% | 1,404 | 0.0% | 0.07% | +6.5% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $307,000 | +3.0% | 644 | -9.2% | 0.06% | 0.0% |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $302,000 | -1.3% | 6,390 | -4.0% | 0.06% | -3.1% |
| NEE | Buy | NEXTERA ENERGY INC | $303,000 | -1.0% | 4,001 | +0.9% | 0.06% | -3.1% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $299,000 | +7.6% | 1,688 | 0.0% | 0.06% | +5.2% | |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $292,000 | +5.4% | 10,102 | +0.9% | 0.06% | +3.4% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $292,000 | -22.8% | 7,170 | -25.9% | 0.06% | -24.1% |
| NDAQ | NASDAQ INC | $292,000 | +11.0% | 1,981 | 0.0% | 0.06% | +9.1% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $269,000 | +13.0% | 1,003 | +0.1% | 0.06% | +10.0% |
| BLK | Sell | BLACKROCK INC | $265,000 | -0.7% | 351 | -5.1% | 0.05% | -3.6% |
| TBT | Buy | PROSHARES TR | $264,000 | +187.0% | 12,150 | +117.0% | 0.05% | +184.2% |
| GD | Sell | GENERAL DYNAMICS CORP | $256,000 | +15.3% | 1,411 | -5.6% | 0.05% | +10.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $255,000 | +6.2% | 5,475 | +0.1% | 0.05% | +4.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $244,000 | -0.8% | 3,745 | -9.5% | 0.05% | -3.8% |
| UNP | Buy | UNION PAC CORP | $238,000 | +8.2% | 1,079 | +2.3% | 0.05% | +6.5% |
| HSY | HERSHEY CO | $234,000 | +4.0% | 1,480 | 0.0% | 0.05% | +2.1% | |
| ABT | Sell | ABBOTT LABS | $230,000 | -28.1% | 1,922 | -34.2% | 0.05% | -29.9% |
| EXC | Buy | EXELON CORP | $232,000 | +30.3% | 5,298 | +25.9% | 0.05% | +27.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $227,000 | +2.3% | 614 | -1.6% | 0.05% | -2.1% |
| AMGN | Sell | AMGEN INC | $227,000 | -22.5% | 914 | -28.3% | 0.05% | -25.8% |
| BKI | BLACK KNIGHT INC | $219,000 | -16.4% | 2,964 | 0.0% | 0.04% | -18.2% | |
| PMX | PIMCO MUN INCOME FD III | $222,000 | +3.7% | 18,000 | 0.0% | 0.04% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $215,000 | -2.7% | 3,767 | 0.0% | 0.04% | -4.3% | |
| LOW | Sell | LOWES COS INC | $204,000 | +14.6% | 1,071 | -3.3% | 0.04% | +13.5% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $198,000 | – | 3,898 | +100.0% | 0.04% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $195,000 | -0.5% | 1,400 | -3.8% | 0.04% | -2.4% |
| AOR | ISHARES TRgrwt allocat etf | $182,000 | +2.8% | 3,392 | 0.0% | 0.04% | 0.0% | |
| CSCO | Sell | CISCO SYS INC | $182,000 | +7.1% | 3,523 | -7.5% | 0.04% | +2.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $183,000 | +8.9% | 2,065 | +1.8% | 0.04% | +5.7% |
| SNY | Buy | SANOFIsponsored adr | $170,000 | +21.4% | 3,444 | +19.2% | 0.04% | +20.7% |
| BK | Buy | BANK NEW YORK MELLON CORP | $172,000 | +11.7% | 3,646 | +0.2% | 0.04% | +9.4% |
| NVR | NVR INC | $165,000 | +15.4% | 35 | 0.0% | 0.03% | +13.3% | |
| CI | CIGNA CORP NEW | $167,000 | +16.0% | 690 | 0.0% | 0.03% | +13.3% | |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $168,000 | +9.1% | 9,210 | +9.1% | 0.03% | +6.2% |
| PSQ | Buy | PROSHARES TRshort qqq new | $168,000 | +20.0% | 12,100 | +24.7% | 0.03% | +17.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $161,000 | +2.5% | 2,466 | 0.0% | 0.03% | 0.0% | |
| UFAB | UNIQUE FABRICATING INC | $161,000 | +8.8% | 27,000 | 0.0% | 0.03% | +6.5% | |
| MTB | Buy | M & T BK CORP | $159,000 | +18.7% | 1,051 | +0.1% | 0.03% | +14.3% |
| UBS | UBS GROUP AG | $159,000 | +9.7% | 10,264 | 0.0% | 0.03% | +6.7% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $157,000 | +6.8% | 493 | +5.1% | 0.03% | +3.2% |
| NVS | Buy | NOVARTIS AGsponsored adr | $150,000 | +16.3% | 1,752 | +28.2% | 0.03% | +14.8% |
| EMR | Sell | EMERSON ELEC CO | $154,000 | -0.6% | 1,712 | -11.2% | 0.03% | -6.1% |
| F | Buy | FORD MTR CO DEL | $151,000 | +43.8% | 12,335 | +3.4% | 0.03% | +40.9% |
| PPL | Buy | PPL CORP | $154,000 | +2.0% | 5,357 | +0.2% | 0.03% | -3.1% |
| ORCL | Sell | ORACLE CORP | $153,000 | -2.5% | 2,174 | -10.2% | 0.03% | -6.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $153,000 | +10.1% | 1,975 | +1.3% | 0.03% | +6.9% |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $142,000 | +32.7% | 10,200 | +22.9% | 0.03% | +31.8% |
| PPG | PPG INDS INC | $135,000 | +3.8% | 900 | 0.0% | 0.03% | +3.7% | |
| CCI | CROWN CASTLE INTL CORP NEW | $134,000 | +8.1% | 778 | 0.0% | 0.03% | +3.8% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $129,000 | +18.3% | 3,043 | +0.0% | 0.03% | +13.0% |
| CNNE | CANNAE HLDGS INC | $128,000 | -10.5% | 3,222 | 0.0% | 0.03% | -13.3% | |
| AXP | Sell | AMERICAN EXPRESS CO | $126,000 | -14.9% | 890 | -27.3% | 0.03% | -16.1% |
| ILMN | Buy | ILLUMINA INC | $129,000 | +16.2% | 337 | +12.3% | 0.03% | +13.0% |
| INTC | Sell | INTEL CORP | $127,000 | +9.5% | 1,977 | -15.0% | 0.03% | +8.3% |
| MMM | 3M CO | $126,000 | +10.5% | 655 | 0.0% | 0.03% | +8.3% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $121,000 | -16.0% | 2,718 | -22.2% | 0.02% | -16.7% |
| E | Sell | ENI S P Asponsored adr | $122,000 | +3.4% | 4,933 | -13.9% | 0.02% | 0.0% |
| VIV | Buy | TELEFONICA BRASIL SAnew adr | $124,000 | +520.0% | 15,818 | +605.2% | 0.02% | +525.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $122,000 | +25.8% | 660 | +19.6% | 0.02% | +25.0% |
| SU | SUNCOR ENERGY INC NEW | $125,000 | +23.8% | 6,000 | 0.0% | 0.02% | +19.0% | |
| KHC | Sell | KRAFT HEINZ CO | $118,000 | -31.0% | 2,948 | -40.4% | 0.02% | -33.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $117,000 | -9.3% | 1,854 | -10.5% | 0.02% | -11.1% |
| ERJ | EMBRAER S.A.sponsored ads | $118,000 | +45.7% | 11,829 | 0.0% | 0.02% | +41.2% | |
| EES | WISDOMTREE TRus smallcap fund | $117,000 | +21.9% | 2,478 | 0.0% | 0.02% | +20.0% | |
| TTE | Buy | TOTAL SEsponsored ads | $118,000 | +15.7% | 2,533 | +4.1% | 0.02% | +14.3% |
| GRFS | Buy | GRIFOLS S Asp adr rep b nvt | $113,000 | +82.3% | 6,517 | +94.5% | 0.02% | +76.9% |
| DTH | Sell | WISDOMTREE TRitl high div fd | $114,000 | -4.2% | 2,897 | -8.5% | 0.02% | -8.0% |
| O | REALTY INCOME CORP | $106,000 | +1.9% | 1,670 | 0.0% | 0.02% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $108,000 | -50.9% | 7,717 | -34.3% | 0.02% | -52.2% |
| CS | CREDIT SUISSE GROUPsponsored adr | $107,000 | -17.7% | 10,136 | 0.0% | 0.02% | -18.5% | |
| COST | Sell | COSTCO WHSL CORP NEW | $110,000 | -21.4% | 313 | -15.9% | 0.02% | -24.1% |
| ENV | ENVESTNET INC | $101,000 | -12.2% | 1,403 | 0.0% | 0.02% | -12.5% | |
| CX | Sell | CEMEX SAB DE CVspon adr new | $97,000 | -16.4% | 13,870 | -38.1% | 0.02% | -16.7% |
| ABBV | Sell | ABBVIE INC | $97,000 | -32.2% | 894 | -33.2% | 0.02% | -33.3% |
| C | Sell | CITIGROUP INC | $97,000 | +3.2% | 1,328 | -12.9% | 0.02% | 0.0% |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $96,000 | -5.0% | 980 | 0.0% | 0.02% | -4.8% | |
| ENIC | Buy | ENEL CHILE S.A.sponsored adr | $97,000 | +24.4% | 24,838 | +23.5% | 0.02% | +25.0% |
| HMC | HONDA MOTOR LTD | $96,000 | +6.7% | 3,170 | 0.0% | 0.02% | +5.3% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $92,000 | +8.2% | 618 | -4.3% | 0.02% | +5.6% |
| GIS | GENERAL MLS INC | $91,000 | +4.6% | 1,484 | 0.0% | 0.02% | +5.6% | |
| PRG | PROG HOLDINGS INC | $94,000 | -19.7% | 2,178 | 0.0% | 0.02% | -24.0% | |
| PEO | ADAM NAT RES FD INC | $92,000 | +29.6% | 6,272 | 0.0% | 0.02% | +26.7% | |
| PRU | Buy | PRUDENTIAL FINL INC | $91,000 | +16.7% | 1,001 | +0.1% | 0.02% | +18.8% |
| DOG | Buy | PROSHARES TR | $90,000 | +9.8% | 2,500 | +19.0% | 0.02% | +5.9% |
| SHOP | Buy | SHOPIFY INCcl a | $87,000 | +1142.9% | 79 | +1216.7% | 0.02% | +1700.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $87,000 | +6.1% | 3,590 | +23.8% | 0.02% | +5.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $89,000 | +4.7% | 393 | +8.0% | 0.02% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $86,000 | +2.4% | 1,014 | +0.9% | 0.02% | 0.0% |
| ALL | ALLSTATE CORP | $84,000 | +5.0% | 730 | 0.0% | 0.02% | 0.0% | |
| PKX | POSCOsponsored adr | $83,000 | +15.3% | 1,153 | 0.0% | 0.02% | +13.3% | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $82,000 | 0.0% | 1,780 | 0.0% | 0.02% | 0.0% | |
| CB | CHUBB LIMITED | $84,000 | +2.4% | 531 | 0.0% | 0.02% | 0.0% | |
| RS | RELIANCE STEEL & ALUMINUM CO | $76,000 | +26.7% | 500 | 0.0% | 0.02% | +23.1% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $78,000 | +21.9% | 14,502 | 0.0% | 0.02% | +23.1% | |
| PBRA | Buy | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $77,000 | -19.8% | 9,071 | +4.3% | 0.02% | -20.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $73,000 | +97.3% | 204 | +96.2% | 0.02% | +87.5% |
| TDY | TELEDYNE TECHNOLOGIES INC | $74,000 | +4.2% | 180 | 0.0% | 0.02% | 0.0% | |
| BX | BLACKSTONE GROUP INC | $67,000 | +15.5% | 900 | 0.0% | 0.01% | +16.7% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $67,000 | +59.5% | 1,100 | +22.2% | 0.01% | +55.6% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $67,000 | +9.8% | 1,869 | +12.0% | 0.01% | +7.7% |
| FAZ | New | DIREXION SHS ETF TRdaily finl bear | $70,000 | – | 2,000 | +100.0% | 0.01% | – |
| MO | ALTRIA GROUP INC | $69,000 | +25.5% | 1,340 | 0.0% | 0.01% | +16.7% | |
| MRNA | Sell | MODERNA INC | $70,000 | -5.4% | 534 | -24.5% | 0.01% | -12.5% |
| HON | HONEYWELL INTL INC | $66,000 | +1.5% | 305 | 0.0% | 0.01% | -7.1% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $62,000 | -10.1% | 980 | 0.0% | 0.01% | -7.1% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $64,000 | -1.5% | 1,500 | 0.0% | 0.01% | -7.1% | |
| QCOM | QUALCOMM INC | $65,000 | -13.3% | 490 | 0.0% | 0.01% | -18.8% | |
| CSIQ | CANADIAN SOLAR INC | $62,000 | -3.1% | 1,242 | 0.0% | 0.01% | 0.0% | |
| SHG | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $62,000 | +12.7% | 1,849 | 0.0% | 0.01% | +8.3% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $66,000 | +10.0% | 2,219 | +13.0% | 0.01% | 0.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $62,000 | +1.6% | 272 | 0.0% | 0.01% | 0.0% | |
| ABEV | AMBEV SAsponsored adr | $62,000 | -10.1% | 22,650 | 0.0% | 0.01% | -7.1% | |
| EMCF | EMCLAIRE FINL CORP | $61,000 | -4.7% | 2,100 | 0.0% | 0.01% | -7.7% | |
| FE | Buy | FIRSTENERGY CORP | $59,000 | +15.7% | 1,689 | +0.8% | 0.01% | +9.1% |
| SIC | SELECT INTERIOR CONCEPTS INCcl a | $61,000 | +1.7% | 8,420 | 0.0% | 0.01% | -7.7% | |
| SQ | SQUARE INCcl a | $57,000 | +5.6% | 250 | 0.0% | 0.01% | +9.1% | |
| AMPE | AMPIO PHARMACEUTICALS INC | $59,000 | +5.4% | 35,050 | 0.0% | 0.01% | 0.0% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $56,000 | +12.0% | 1,233 | +0.1% | 0.01% | +10.0% |
| AEG | AEGON N V | $54,000 | +20.0% | 11,340 | 0.0% | 0.01% | +22.2% | |
| TGT | TARGET CORP | $56,000 | +12.0% | 285 | 0.0% | 0.01% | +10.0% | |
| SDS | Buy | PROSHARES TRultrashrt s&p500 | $54,000 | +8.0% | 5,000 | +25.0% | 0.01% | +10.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $54,000 | +8.0% | 1,287 | -3.8% | 0.01% | +10.0% |
| SYK | Buy | STRYKER CORPORATION | $54,000 | +25.6% | 220 | +24.3% | 0.01% | +22.2% |
| CCJ | Sell | CAMECO CORP | $52,000 | -30.7% | 3,134 | -44.1% | 0.01% | -31.2% |
| GM | Buy | GENERAL MTRS CO | $54,000 | +74.2% | 933 | +27.3% | 0.01% | +57.1% |
| AOM | ISHARES TRmodert alloc etf | $54,000 | +1.9% | 1,232 | 0.0% | 0.01% | 0.0% | |
| ACWI | Sell | ISHARES TRmsci acwi etf | $47,000 | -4.1% | 492 | -8.4% | 0.01% | 0.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $50,000 | 0.0% | 1,000 | -0.2% | 0.01% | 0.0% |
| LNG | CHENIERE ENERGY INC | $50,000 | +19.0% | 700 | 0.0% | 0.01% | +11.1% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $51,000 | -3.8% | 545 | +0.4% | 0.01% | -9.1% |
| FUN | CEDAR FAIR L Pdepositry unit | $50,000 | +28.2% | 1,000 | 0.0% | 0.01% | +25.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $50,000 | 0.0% | 861 | 0.0% | 0.01% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $49,000 | +22.5% | 200 | 0.0% | 0.01% | +25.0% | |
| CAH | CARDINAL HEALTH INC | $50,000 | +13.6% | 822 | 0.0% | 0.01% | +11.1% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $50,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $48,000 | -2.0% | 317 | -9.9% | 0.01% | 0.0% |
| PENN | PENN NATL GAMING INC | $51,000 | +21.4% | 483 | 0.0% | 0.01% | +11.1% | |
| AEM | AGNICO EAGLE MINES LTD | $47,000 | -17.5% | 810 | 0.0% | 0.01% | -16.7% | |
| FIS | FIDELITY NATL INFORMATION SV | $42,000 | 0.0% | 298 | 0.0% | 0.01% | 0.0% | |
| BP | Sell | BP PLCsponsored adr | $42,000 | -17.6% | 1,741 | -30.2% | 0.01% | -18.2% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $46,000 | +24.3% | 2,957 | +0.1% | 0.01% | +12.5% |
| OXY | New | OCCIDENTAL PETE CORP | $44,000 | – | 1,669 | +100.0% | 0.01% | – |
| CTVA | CORTEVA INC | $44,000 | +18.9% | 943 | 0.0% | 0.01% | +12.5% | |
| STBA | S & T BANCORP INC | $44,000 | +33.3% | 1,313 | 0.0% | 0.01% | +28.6% | |
| PBA | PEMBINA PIPELINE CORP | $42,000 | +20.0% | 1,473 | 0.0% | 0.01% | +28.6% | |
| PYPL | Buy | PAYPAL HLDGS INC | $42,000 | +61.5% | 171 | +52.7% | 0.01% | +80.0% |
| EQT | EQT CORP | $37,000 | +48.0% | 2,006 | 0.0% | 0.01% | +60.0% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $38,000 | +52.0% | 106 | +53.6% | 0.01% | +60.0% |
| MCK | MCKESSON CORP | $41,000 | +13.9% | 209 | 0.0% | 0.01% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $38,000 | +5.6% | 1,080 | 0.0% | 0.01% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $37,000 | +19.4% | 807 | 0.0% | 0.01% | +14.3% | |
| DOW | DOW INC | $38,000 | +15.2% | 600 | 0.0% | 0.01% | +14.3% | |
| SHW | SHERWIN WILLIAMS CO | $41,000 | +2.5% | 55 | 0.0% | 0.01% | 0.0% | |
| HAL | HALLIBURTON CO | $38,000 | +11.8% | 1,784 | 0.0% | 0.01% | +14.3% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $41,000 | -12.8% | 126 | -18.7% | 0.01% | -20.0% |
| AIRI | AIR INDS GROUP | $40,000 | +17.6% | 27,324 | 0.0% | 0.01% | +14.3% | |
| NFG | Sell | NATIONAL FUEL GAS CO | $38,000 | -44.9% | 764 | -54.3% | 0.01% | -42.9% |
| ATI | ALLEGHENY TECHNOLOGIES INC | $38,000 | +26.7% | 1,813 | 0.0% | 0.01% | +33.3% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $41,000 | +2.5% | 1,050 | 0.0% | 0.01% | 0.0% | |
| CHD | New | CHURCH & DWIGHT INC | $32,000 | – | 365 | +100.0% | 0.01% | – |
| BHK | BLACKROCK CORE BD TR | $34,000 | -2.9% | 2,159 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $33,000 | +10.0% | 815 | 0.0% | 0.01% | +16.7% | |
| GIM | Buy | TEMPLETON GLOBAL INCOME FD | $32,000 | -3.0% | 5,972 | +0.8% | 0.01% | 0.0% |
| SDY | SPDR SER TRs&p divid etf | $35,000 | +9.4% | 300 | 0.0% | 0.01% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $36,000 | +16.1% | 191 | 0.0% | 0.01% | 0.0% | |
| MHK | MOHAWK INDS INC | $33,000 | +37.5% | 173 | 0.0% | 0.01% | +40.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $34,000 | +30.8% | 2,584 | +7.3% | 0.01% | +40.0% |
| OEF | ISHARES TRs&p 100 etf | $33,000 | +6.5% | 182 | 0.0% | 0.01% | 0.0% | |
| EW | New | EDWARDS LIFESCIENCES CORP | $33,000 | – | 393 | +100.0% | 0.01% | – |
| MDT | MEDTRONIC PLC | $35,000 | +2.9% | 293 | 0.0% | 0.01% | 0.0% | |
| FUL | FULLER H B CO | $35,000 | +20.7% | 563 | 0.0% | 0.01% | +16.7% | |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $33,000 | +135.7% | 440 | +144.4% | 0.01% | +133.3% |
| FDX | Buy | FEDEX CORP | $34,000 | +25.9% | 119 | +14.4% | 0.01% | +16.7% |
| LH | LABORATORY CORP AMER HLDGS | $33,000 | +22.2% | 131 | 0.0% | 0.01% | +16.7% | |
| MMS | Buy | MAXIMUS INC | $35,000 | +25.0% | 388 | +0.3% | 0.01% | +16.7% |
| ELD | Sell | WISDOMTREE TRem lcl debt fd | $34,000 | -29.2% | 1,065 | -22.5% | 0.01% | -30.0% |
| STT | STATE STR CORP | $31,000 | +14.8% | 365 | 0.0% | 0.01% | 0.0% | |
| BDX | Buy | BECTON DICKINSON & CO | $27,000 | +35.0% | 109 | +39.7% | 0.01% | +50.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $28,000 | +133.3% | 851 | +83.0% | 0.01% | +100.0% |
| FULT | FULTON FINL CORP PA | $27,000 | +35.0% | 1,571 | 0.0% | 0.01% | +50.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $31,000 | +47.6% | 262 | +34.4% | 0.01% | +50.0% |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $27,000 | +58.8% | 1,188 | 0.0% | 0.01% | +50.0% | |
| ITW | ILLINOIS TOOL WKS INC | $29,000 | +7.4% | 132 | 0.0% | 0.01% | 0.0% | |
| TXT | TEXTRON INC | $27,000 | +17.4% | 480 | 0.0% | 0.01% | +20.0% | |
| TM | TOYOTA MOTOR CORP | $28,000 | 0.0% | 182 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES TRnasdaq biotech | $29,000 | -3.3% | 195 | 0.0% | 0.01% | 0.0% | |
| CMRX | Buy | CHIMERIX INC | $27,000 | +125.0% | 2,800 | +12.0% | 0.01% | +100.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $27,000 | -15.6% | 83 | -11.7% | 0.01% | -14.3% |
| IJS | ISHARES TRsp smcp600vl etf | $30,000 | +20.0% | 302 | 0.0% | 0.01% | +20.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $27,000 | +12.5% | 209 | 0.0% | 0.01% | +20.0% | |
| CHNG | CHANGE HEALTHCARE INC | $31,000 | +19.2% | 1,382 | 0.0% | 0.01% | +20.0% | |
| WPP | WPP PLC NEWadr | $30,000 | +20.0% | 468 | 0.0% | 0.01% | +20.0% | |
| AAN | THE AARONS COMPANY INC | $28,000 | +33.3% | 1,089 | 0.0% | 0.01% | +50.0% | |
| ROK | ROCKWELL AUTOMATION INC | $27,000 | +8.0% | 100 | 0.0% | 0.01% | +20.0% | |
| NIO | Buy | NIO INCspon ads | $27,000 | +12.5% | 700 | +40.0% | 0.01% | +20.0% |
| FRST | New | PRIMIS FINANCIAL CORP | $29,000 | – | 2,000 | +100.0% | 0.01% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $23,000 | -45.2% | 341 | -45.8% | 0.01% | -44.4% |
| NKE | Buy | NIKE INCcl b | $24,000 | +50.0% | 184 | +58.6% | 0.01% | +66.7% |
| NFLX | Buy | NETFLIX INC | $25,000 | +47.1% | 48 | +50.0% | 0.01% | +25.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $24,000 | +41.2% | 352 | 0.0% | 0.01% | +25.0% | |
| CRM | SALESFORCE COM INC | $23,000 | -4.2% | 110 | 0.0% | 0.01% | 0.0% | |
| MRO | MARATHON OIL CORP | $23,000 | +64.3% | 2,167 | 0.0% | 0.01% | +66.7% | |
| IP | INTERNATIONAL PAPER CO | $26,000 | +8.3% | 476 | 0.0% | 0.01% | 0.0% | |
| OMF | New | ONEMAIN HLDGS INC | $22,000 | – | 415 | +100.0% | 0.00% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $21,000 | +31.2% | 113 | +28.4% | 0.00% | +33.3% |
| ORAN | Buy | ORANGEsponsored adr | $18,000 | +20.0% | 1,482 | +21.1% | 0.00% | +33.3% |
| AVB | Buy | AVALONBAY CMNTYS INC | $19,000 | +18.8% | 101 | +1.0% | 0.00% | +33.3% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $19,000 | +18.8% | 107 | -3.6% | 0.00% | +33.3% |
| UNH | UNITEDHEALTH GROUP INC | $20,000 | +5.3% | 55 | 0.0% | 0.00% | 0.0% | |
| PACW | GREAT WESTN NATL BK PORTLAND | $19,000 | +46.2% | 500 | 0.0% | 0.00% | +33.3% | |
| WMK | WEIS MKTS INC | $21,000 | +16.7% | 371 | 0.0% | 0.00% | 0.0% | |
| JPXN | ISHARES TRjpx nikkei 400 | $18,000 | +5.9% | 238 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINL CORP | $22,000 | +22.2% | 377 | 0.0% | 0.00% | 0.0% | |
| EPP | ISHARES INCmsci pac jp etf | $19,000 | +5.6% | 380 | 0.0% | 0.00% | 0.0% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $21,000 | -12.5% | 114 | +1.8% | 0.00% | -20.0% |
| AGRO | Sell | ADECOAGRO S A | $19,000 | -5.0% | 2,369 | -20.2% | 0.00% | 0.0% |
| FISV | Buy | FISERV INC | $22,000 | +15.8% | 186 | +10.1% | 0.00% | 0.0% |
| INGR | Buy | INGREDION INC | $22,000 | +46.7% | 243 | +30.6% | 0.00% | +33.3% |
| ZTS | ZOETIS INCcl a | $21,000 | -4.5% | 131 | 0.0% | 0.00% | -20.0% | |
| DOX | AMDOCS LTD | $19,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $20,000 | +5.3% | 70 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $21,000 | +10.5% | 581 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $20,000 | +5.3% | 127 | 0.0% | 0.00% | 0.0% | |
| NOK | Sell | NOKIA CORPsponsored adr | $19,000 | -61.2% | 4,846 | -61.7% | 0.00% | -60.0% |
| SE | SEA LTDsponsord ads | $22,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $18,000 | -18.2% | 375 | 0.0% | 0.00% | -20.0% | |
| PSX | Sell | PHILLIPS 66 | $20,000 | -13.0% | 245 | -26.4% | 0.00% | -20.0% |
| CRH | CRH PLCadr | $19,000 | +5.6% | 415 | 0.0% | 0.00% | 0.0% | |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $19,000 | +5.6% | 158 | +0.6% | 0.00% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $18,000 | +28.6% | 1,054 | +1.6% | 0.00% | +33.3% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $20,000 | – | 536 | +5855.6% | 0.00% | – |
| GDV | GABELLI DIVID & INCOME TR | $19,000 | +11.8% | 800 | 0.0% | 0.00% | 0.0% | |
| ORI | OLD REP INTL CORP | $21,000 | +10.5% | 956 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $20,000 | +5.3% | 205 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $14,000 | +16.7% | 268 | 0.0% | 0.00% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $17,000 | +30.8% | 178 | +22.8% | 0.00% | 0.0% |
| AMX | AMERICA MOVIL SAB DE CV | $13,000 | -7.1% | 979 | 0.0% | 0.00% | 0.0% | |
| BCS | Sell | BARCLAYS PLCadr | $17,000 | -37.0% | 1,635 | -50.7% | 0.00% | -50.0% |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | $15,000 | 0.0% | 1,040 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $13,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $13,000 | -7.1% | 69 | 0.0% | 0.00% | 0.0% | |
| CL | Buy | COLGATE PALMOLIVE CO | $13,000 | +44.4% | 171 | +69.3% | 0.00% | +50.0% |
| STZ | CONSTELLATION BRANDS INCcl a | $13,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION | $17,000 | 0.0% | 75 | 0.0% | 0.00% | -25.0% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $13,000 | 0.0% | 1,604 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSONadr b sek 10 | $15,000 | +15.4% | 1,129 | 0.0% | 0.00% | 0.0% | |
| WTRG | ESSENTIAL UTILS INC | $14,000 | -6.7% | 320 | 0.0% | 0.00% | 0.0% | |
| FDS | Buy | FACTSET RESH SYS INC | $15,000 | +15.4% | 50 | +31.6% | 0.00% | 0.0% |
| FSLY | FASTLY INCcl a | $14,000 | -22.2% | 202 | 0.0% | 0.00% | -25.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $17,000 | 0.0% | 175 | 0.0% | 0.00% | -25.0% | |
| GPN | GLOBAL PMTS INC | $16,000 | -5.9% | 80 | 0.0% | 0.00% | -25.0% | |
| GRWG | GROWGENERATION CORP | $16,000 | +23.1% | 328 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $17,000 | +6.2% | 140 | 0.0% | 0.00% | 0.0% | |
| IEV | ISHARES TReurope etf | $16,000 | +6.7% | 314 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $15,000 | +7.1% | 75 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $13,000 | +18.2% | 600 | 0.0% | 0.00% | +50.0% | |
| NLOK | NORTONLIFELOCK INC | $14,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| OLP | ONE LIBERTY PPTYS INC | $16,000 | +14.3% | 711 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $15,000 | +7.1% | 148 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $15,000 | +7.1% | 137 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $15,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $17,000 | +6.2% | 443 | 0.0% | 0.00% | 0.0% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ASAI | New | SENDAS DISTRIBUIDORA S Aspon ads | $16,000 | – | 1,245 | +100.0% | 0.00% | – |
| SIRI | SIRIUS XM HOLDINGS INC | $17,000 | -5.6% | 2,790 | 0.0% | 0.00% | -25.0% | |
| TXN | TEXAS INSTRS INC | $14,000 | +16.7% | 76 | 0.0% | 0.00% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $17,000 | -5.6% | 38 | 0.0% | 0.00% | -25.0% | |
| TIMB | Buy | TIM S Asponsored adr | $13,000 | +85.7% | 1,164 | +134.7% | 0.00% | +200.0% |
| TKR | TIMKEN CO | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI CORP NEW | $16,000 | +23.1% | 382 | 0.0% | 0.00% | 0.0% | |
| V | Sell | VISA INC | $15,000 | -86.1% | 72 | -85.4% | 0.00% | -87.0% |
| WPRT | WESTPORT FUEL SYSTEMS INC | $14,000 | +27.3% | 2,000 | 0.0% | 0.00% | +50.0% | |
| ZTO | Buy | ZTO EXPRESS CAYMAN INCsponsored ads a | $14,000 | +366.7% | 472 | +376.8% | 0.00% | +200.0% |
| IVZ | Sell | INVESCO LTD | $13,000 | -50.0% | 500 | -66.7% | 0.00% | -40.0% |
| LAZ | LAZARD LTD | $15,000 | 0.0% | 351 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $15,000 | +7.1% | 55 | 0.0% | 0.00% | 0.0% | |
| CPA | Sell | COPA HOLDINGS SAcl a | $17,000 | -26.1% | 214 | -27.9% | 0.00% | -40.0% |
| APTS | PREFERRED APT CMNTYS INC | $10,000 | +42.9% | 1,000 | 0.0% | 0.00% | +100.0% | |
| D | Sell | DOMINION ENERGY INC | $9,000 | -30.8% | 122 | -29.1% | 0.00% | -33.3% |
| NWL | NEWELL BRANDS INC | $8,000 | +33.3% | 300 | 0.0% | 0.00% | +100.0% | |
| MBT | MOBILE TELESYSTEMS PJSCsponsored adr | $12,000 | -7.7% | 1,444 | 0.0% | 0.00% | -33.3% | |
| APPN | APPIAN CORPcl a | $9,000 | -18.2% | 69 | 0.0% | 0.00% | 0.0% | |
| DLX | Buy | DELUXE CORP | $12,000 | +50.0% | 282 | +0.7% | 0.00% | 0.0% |
| TTD | Buy | THE TRADE DESK INC | $11,000 | +83.3% | 17 | +142.9% | 0.00% | +100.0% |
| ANTM | ANTHEM INC | $8,000 | +14.3% | 23 | 0.0% | 0.00% | +100.0% | |
| IRM | IRON MTN INC NEW | $8,000 | +33.3% | 220 | 0.0% | 0.00% | +100.0% | |
| ACN | ACCENTURE PLC IRELAND | $12,000 | +9.1% | 43 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $12,000 | +9.1% | 91 | 0.0% | 0.00% | 0.0% | |
| PTR | Buy | PETROCHINA CO LTDsponsored adr | $9,000 | +80.0% | 255 | +51.8% | 0.00% | +100.0% |
| MAA | MID-AMER APT CMNTYS INC | $8,000 | +14.3% | 52 | 0.0% | 0.00% | +100.0% | |
| AYRO | AYRO INC | $11,000 | +10.0% | 1,700 | 0.0% | 0.00% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $8,000 | +14.3% | 138 | 0.0% | 0.00% | +100.0% | |
| HDB | HDFC BANK LTDsponsored ads | $9,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $11,000 | +22.2% | 78 | 0.0% | 0.00% | 0.0% | |
| CPUHU | New | COMPUTE HEALTH ACQUISITIN COunit 99/99/9999 | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $10,000 | – | 725 | +100.0% | 0.00% | – |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $10,000 | -28.6% | 573 | -19.3% | 0.00% | -33.3% |
| ISRG | INTUITIVE SURGICAL INC | $10,000 | -9.1% | 14 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $8,000 | +14.3% | 42 | 0.0% | 0.00% | +100.0% | |
| FAST | New | FASTENAL CO | $10,000 | – | 200 | +100.0% | 0.00% | – |
| KRE | SPDR SER TRs&p regl bkg | $11,000 | +22.2% | 166 | 0.0% | 0.00% | 0.0% | |
| BLNK | BLINK CHARGING CO | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $12,000 | 0.0% | 135 | 0.0% | 0.00% | -33.3% | |
| ICSH | ISHARES TRblackrock ultra | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $11,000 | -8.3% | 139 | 0.0% | 0.00% | -33.3% | |
| CGEN | COMPUGEN LTDord | $9,000 | -30.8% | 1,048 | 0.0% | 0.00% | -33.3% | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $9,000 | – | 35 | +100.0% | 0.00% | – |
| SYY | SYSCO CORP | $12,000 | 0.0% | 158 | 0.0% | 0.00% | -33.3% | |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $8,000 | – | 197 | +100.0% | 0.00% | – |
| MSI | MOTOROLA SOLUTIONS INC | $10,000 | +11.1% | 51 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $8,000 | +14.3% | 42 | 0.0% | 0.00% | +100.0% | |
| CHWY | Sell | CHEWY INCcl a | $8,000 | -33.3% | 100 | -27.5% | 0.00% | -33.3% |
| GAMR | ETF MANAGERS TRwedbush vid game | $11,000 | +22.2% | 115 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $10,000 | +11.1% | 81 | 0.0% | 0.00% | 0.0% | |
| ARKW | New | ARK ETF TRnext gnrtn inter | $10,000 | – | 66 | +100.0% | 0.00% | – |
| FIVG | ETF SER SOLUTIONSdefiance next | $9,000 | +12.5% | 250 | 0.0% | 0.00% | 0.0% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $8,000 | +300.0% | 303 | +203.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $8,000 | – | 64 | +100.0% | 0.00% | – |
| GOLD | BARRICK GOLD CORP | $10,000 | -9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INC | $11,000 | +57.1% | 356 | 0.0% | 0.00% | +100.0% | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $12,000 | +140.0% | 1,230 | 0.0% | 0.00% | +100.0% | |
| GATX | GATX CORP | $3,000 | +50.0% | 28 | 0.0% | 0.00% | – | |
| NVDA | Buy | NVIDIA CORPORATION | $7,000 | +75.0% | 14 | +100.0% | 0.00% | 0.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $6,000 | +20.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SO | Sell | SOUTHERN CO | $4,000 | -75.0% | 66 | -75.4% | 0.00% | -66.7% |
| FTNT | FORTINET INC | $4,000 | +33.3% | 19 | 0.0% | 0.00% | 0.0% | |
| ROKU | Sell | ROKU INC | $3,000 | -50.0% | 10 | -47.4% | 0.00% | 0.0% |
| SAVE | New | SPIRIT AIRLS INC | $3,000 | – | 94 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $3,000 | – | 21 | +100.0% | 0.00% | – |
| EXPE | Buy | EXPEDIA GROUP INC | $3,000 | +50.0% | 20 | +53.8% | 0.00% | – |
| ERIE | ERIE INDTY COcl a | $7,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| STKL | New | SUNOPTA INC | $4,000 | – | 253 | +100.0% | 0.00% | – |
| EOSE | Buy | EOS ENERGY ENTERPRISES INC | $4,000 | +300.0% | 187 | +325.0% | 0.00% | – |
| TRHC | TABULA RASA HEALTHCARE INC | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ECL | New | ECOLAB INC | $4,000 | – | 18 | +100.0% | 0.00% | – |
| TLND | New | TALEND S Aads | $3,000 | – | 50 | +100.0% | 0.00% | – |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MASI | New | MASIMO CORP | $6,000 | – | 24 | +100.0% | 0.00% | – |
| MARINUS PHARMACEUTICALS INC | $4,000 | +33.3% | 250 | 0.0% | 0.00% | 0.0% | ||
| GLD | New | SPDR GOLD TR | $3,000 | – | 19 | +100.0% | 0.00% | – |
| MP | Buy | MP MATERIALS CORP | $4,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| OKTA | New | OKTA INCcl a | $7,000 | – | 32 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $6,000 | – | 24 | +100.0% | 0.00% | – |
| TRI | THOMSON REUTERS CORP. | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ORGANIGRAM HLDGS INC | $3,000 | +200.0% | 1,000 | 0.0% | 0.00% | – | ||
| LRCX | New | LAM RESEARCH CORP | $3,000 | – | 5 | +100.0% | 0.00% | – |
| JBLU | JETBLUE AWYS CORP | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| JAX | J ALEXANDERS HLDGS INC | $4,000 | +33.3% | 394 | 0.0% | 0.00% | 0.0% | |
| TCS | New | CONTAINER STORE GROUP INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| TWLO | TWILIO INCcl a | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| OSTK | New | OVERSTOCK COM INC DEL | $3,000 | – | 50 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $5,000 | +66.7% | 235 | +17.5% | 0.00% | 0.0% |
| UL | UNILEVER PLCspon adr new | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| CGNX | New | COGNEX CORP | $4,000 | – | 43 | +100.0% | 0.00% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| X | UNITED STATES STL CORP NEW | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| VALE | New | VALE S Asponsored ads | $4,000 | – | 250 | +100.0% | 0.00% | – |
| MTUM | ISHARES TRmsci usa mmentm | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| MGV | VANGUARD WORLD FDmega cap val etf | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| PLCE | New | CHILDRENS PL INC NEW | $4,000 | – | 64 | +100.0% | 0.00% | – |
| VLUE | ISHARES TRmsci usa value | $6,000 | +20.0% | 59 | 0.0% | 0.00% | 0.0% | |
| SMIN | New | ISHARES TRmsci india sm cp | $3,000 | – | 60 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $4,000 | – | 17 | +100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP | $4,000 | +33.3% | 124 | 0.0% | 0.00% | 0.0% | |
| CWH | Sell | CAMPING WORLD HLDGS INCcl a | $3,000 | -40.0% | 89 | -55.1% | 0.00% | 0.0% |
| CBOE | New | CBOE GLOBAL MKTS INC | $3,000 | – | 31 | +100.0% | 0.00% | – |
| MU | MICRON TECHNOLOGY INC | $3,000 | +50.0% | 31 | 0.0% | 0.00% | – | |
| BCO | Sell | BRINKS CO | $3,000 | -25.0% | 41 | -18.0% | 0.00% | 0.0% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $4,000 | +33.3% | 72 | 0.0% | 0.00% | 0.0% | |
| BSPE | New | BESPOKE CAP ACQUISITION CORPcl a rest vtg | $5,000 | – | 541 | +100.0% | 0.00% | – |
| VSTM | VERASTEM INC | $4,000 | +33.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| REKR | New | REKOR SYSTEMS INC | $3,000 | – | 172 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP | $5,000 | – | 37 | +100.0% | 0.00% | – |
| VFF | VILLAGE FARMS INTL INC | $3,000 | +50.0% | 200 | 0.0% | 0.00% | – | |
| PEI | PENNSYLVANIA REAL ESTATE INVsh ben int | $3,000 | +200.0% | 1,370 | 0.0% | 0.00% | – | |
| SLB | SCHLUMBERGER LTD | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
| BIDU | Sell | BAIDU INCspon adr rep a | $5,000 | -91.5% | 23 | -91.6% | 0.00% | -91.7% |
| SCHW | SCHWAB CHARLES CORP | $6,000 | +20.0% | 90 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $7,000 | +16.7% | 85 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $7,000 | +16.7% | 53 | 0.0% | 0.00% | 0.0% | |
| AVT | AVNET INC | $4,000 | +33.3% | 96 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $7,000 | -12.5% | 26 | 0.0% | 0.00% | -50.0% | |
| IBA | INDUSTRIAS BACHOCO SABspon adr b | $4,000 | -20.0% | 103 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| MKC | New | MCCORMICK & CO INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| AWI | New | ARMSTRONG WORLD INDS INC NEW | $3,000 | – | 34 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $3,000 | – | 15 | +100.0% | 0.00% | – |
| ABUS | ARBUTUS BIOPHARMA CORP | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $6,000 | +50.0% | 176 | 0.0% | 0.00% | 0.0% | |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $4,000 | – | 80 | +100.0% | 0.00% | – |
| AMP | AMERIPRISE FINL INC | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
| YPF | YPF SOCIEDAD ANONIMAspon adr cl d | $7,000 | -12.5% | 1,690 | 0.0% | 0.00% | -50.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| UCO | PROSHARES TR IIulta blmbg 2017 | $4,000 | +33.3% | 80 | 0.0% | 0.00% | 0.0% | |
| GPL | GREAT PANTHER MNG LTD | $5,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% | |
| ZNGA | Sell | ZYNGA INCcl a | $3,000 | 0.0% | 302 | -0.3% | 0.00% | 0.0% |
| ALB | Buy | ALBEMARLE CORP | $4,000 | +300.0% | 24 | +140.0% | 0.00% | – |
| GT | GOODYEAR TIRE & RUBR CO | $7,000 | +75.0% | 400 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP | $7,000 | +16.7% | 114 | +14.0% | 0.00% | 0.0% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $3,000 | – | 7 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $6,000 | – | 126 | +100.0% | 0.00% | – |
| RAD | Sell | RITE AID CORP | $4,000 | -88.6% | 184 | -91.6% | 0.00% | -85.7% |
| MPB | MID PENN BANCORP INC | $6,000 | +20.0% | 220 | 0.0% | 0.00% | 0.0% | |
| ESTC | ELASTIC N V | $3,000 | -25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| GEVO | Sell | GEVO INC | $3,000 | +50.0% | 340 | -15.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $3,000 | – | 69 | +100.0% | 0.00% | – |
| PSFE | New | PAYSAFE LIMITEDord | $7,000 | – | 550 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $4,000 | – | 105 | +100.0% | 0.00% | – |
| AJG | GALLAGHER ARTHUR J & CO | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| AWX | AVALON HLDGS CORPcl a | $1,000 | 0.0% | 239 | 0.0% | 0.00% | – | |
| MITK | Buy | MITEK SYS INC | $2,000 | 0.0% | 160 | +60.0% | 0.00% | – |
| QRVO | QORVO INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| REKR | New | REKOR SYSTEMS INCcall | $2,000 | – | 100 | +100.0% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| RMTI | Sell | ROCKWELL MED INC | $1,000 | 0.0% | 500 | -50.0% | 0.00% | – |
| RIDE | New | LORDSTOWN MOTORS CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| LESL | New | LESLIES INCcall | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRishares | $2,000 | – | 70 | +100.0% | 0.00% | – |
| TIP | ISHARES TRtips bd etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| NSP | Sell | INSPERITY INC | $0 | -100.0% | 5 | -91.8% | 0.00% | -100.0% |
| IPHI | INPHI CORP | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| LIT | New | GLOBAL X FDSlithium btry etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SWN | SOUTHWESTERN ENERGY CO | $0 | – | 100 | 0.0% | 0.00% | – | |
| FSD | New | FIRST TR HIGH INCOME L/S FD | $0 | – | 4 | +100.0% | 0.00% | – |
| HQH | TEKLA HEALTHCARE INVSsh ben int | $0 | – | 3 | 0.0% | 0.00% | – | |
| HQL | TEKLA LIFE SCIENCES INVSsh ben int | $0 | – | 3 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | 0.0% | 185 | 0.0% | 0.00% | – | |
| TMST | TIMKENSTEEL CORPORATION | $1,000 | – | 100 | 0.0% | 0.00% | – | |
| NTG | New | TORTOISE MIDSTRM ENERGY FD I | $1,000 | – | 45 | +100.0% | 0.00% | – |
| COTY | COTY INC | $1,000 | – | 56 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| NET | CLOUDFLARE INC | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $1,000 | – | 17 | +100.0% | 0.00% | – |
| CTHR | New | CHARLES & COLVARD LTD | $2,000 | – | 700 | +100.0% | 0.00% | – |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| CVM | CEL-SCI CORP | $2,000 | 0.0% | 135 | 0.0% | 0.00% | – | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $2,000 | -71.4% | 45 | -76.1% | 0.00% | -100.0% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| BB | New | BLACKBERRY LTD | $1,000 | – | 152 | +100.0% | 0.00% | – |
| BAND | BANDWIDTH INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| VMC | VULCAN MATLS CO | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| AYTU | AYTU BIOPHARMA INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| WPM | New | WHEATON PRECIOUS METALS CORP | $1,000 | – | 21 | +100.0% | 0.00% | – |
| WLMS | New | WILLIAMS INDL SVCS GROUP INC | $0 | – | 11 | +100.0% | 0.00% | – |
| ASXC | New | ASENSUS SURGICAL INC | $0 | – | 39 | +100.0% | 0.00% | – |
| ARNC | ARCONIC CORPORATION | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| AMAT | Sell | APPLIED MATLS INC | $2,000 | -88.9% | 14 | -93.3% | 0.00% | -100.0% |
| AMT | New | AMERICAN TOWER CORP NEW | $2,000 | – | 9 | +100.0% | 0.00% | – |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -1,232 | -100.0% | 0.00% | – |
| AA | ALCOA CORP | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ADXS | ADVAXIS INC | $0 | – | 33 | 0.0% | 0.00% | – | |
| CWCO | Buy | CONSOLIDATED WATER CO INCord | $2,000 | +100.0% | 122 | +0.8% | 0.00% | – |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| ACER | ACER THERAPEUTICS INC | $0 | – | 24 | 0.0% | 0.00% | – | |
| NBR | NABORS INDUSTRIES LTD | $1,000 | – | 7 | 0.0% | 0.00% | – | |
| AMC | New | AMC ENTMT HLDGS INC | $0 | – | 26 | +100.0% | 0.00% | – |
| ORMP | Exit | ORAMED PHARMACEUTICALS INC | $0 | – | -500 | -100.0% | 0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -18 | -100.0% | 0.00% | – |
| Exit | TRANSENTERIX INC | $0 | – | -39 | -100.0% | 0.00% | – | |
| ONEM | Exit | 1LIFE HEALTHCARE INC | $0 | – | -45 | -100.0% | 0.00% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -5 | -100.0% | 0.00% | – |
| PEGA | New | PEGASYSTEMS INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| PCG | PG&E CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORPw exp 08/03/202 | $2,000 | – | 207 | +100.0% | 0.00% | – |
| PINS | PINTEREST INCcl a | $2,000 | +100.0% | 21 | 0.0% | 0.00% | – | |
| NML | New | NEUBERGER BERMAN MLP & ENERG | $1,000 | – | 330 | +100.0% | 0.00% | – |
| PII | Exit | POLARIS INC | $0 | – | -58 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -18 | -100.0% | -0.00% | – |
| CLVR | Exit | CLEVER LEAVES HOLDINGS INC | $0 | – | -593 | -100.0% | -0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -31 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -128 | -100.0% | -0.00% | – |
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -28 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -200 | -100.0% | -0.00% | – |
| MAC | Exit | MACERICH CO | $0 | – | -305 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -28 | -100.0% | -0.00% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -37 | -100.0% | -0.00% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -36 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -3 | -100.0% | -0.00% | – |
| GDRX | Exit | GOODRX HLDGS INC | $0 | – | -85 | -100.0% | -0.00% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -10 | -100.0% | -0.00% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -51 | -100.0% | -0.00% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -85 | -100.0% | -0.00% | – |
| HPR | Exit | HIGHPOINT RES CORP | $0 | – | -385 | -100.0% | -0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -57 | -100.0% | -0.00% | – |
| FXE | Exit | INVESCO CURRENCYSHARES EURO | $0 | – | -31 | -100.0% | -0.00% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -28 | -100.0% | -0.00% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -40 | -100.0% | -0.00% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -53 | -100.0% | -0.00% | – |
| CMC | Exit | COMMERCIAL METALS CO | $0 | – | -500 | -100.0% | -0.00% | – |
| SVC | Exit | SERVICE PPTYS TR | $0 | – | -800 | -100.0% | -0.00% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -300 | -100.0% | -0.00% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -109 | -100.0% | -0.00% | – |
| VER | Exit | VEREIT INC | $0 | – | -200 | -100.0% | -0.00% | – |
| TX | Exit | TERNIUM SAsponsored ads | $0 | – | -301 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -36 | -100.0% | -0.00% | – |
| WRI | Exit | WEINGARTEN RLTY INVSsh ben int | $0 | – | -500 | -100.0% | -0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -44 | -100.0% | -0.00% | – |
| CBD | Exit | COMPANHIA BRASILEIRA DE DISTsponsored adr | $0 | – | -1,052 | -100.0% | -0.00% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -51 | -100.0% | -0.00% | – |
| FAZ | Exit | DIREXION SHS ETF TRdaily finl bear | $0 | – | -3,000 | -100.0% | -0.01% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -43 | -100.0% | -0.01% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -330 | -100.0% | -0.01% | – |
| SONA | Exit | SOUTHERN NATL BANCORP OF VA | $0 | – | -2,000 | -100.0% | -0.01% | – |
| BGS | Exit | B & G FOODS INC NEW | $0 | – | -1,000 | -100.0% | -0.01% | – |
| UUP | Exit | INVESCO DB US DLR INDEX TRcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -2,879 | -100.0% | -0.01% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -2,693 | -100.0% | -0.02% | – |
| Exit | CREDIT SUISSE AG NASSAU BRHlg cap grth enh | $0 | – | -224 | -100.0% | -0.03% | – | |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,360 | -100.0% | -0.04% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -196,164 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market ET | 42 | Q3 2023 | 7.8% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 4.5% |
| WISDOMTREE TR | 42 | Q3 2023 | 7.9% |
| WISDOMTREE TR | 42 | Q3 2023 | 4.6% |
| Enterprise Products Partners L | 42 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 2.3% |
| WISDOMTREE TR | 42 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.3% |
| WISDOMTREE TR | 42 | Q3 2023 | 2.5% |
View JFS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-09 |
View JFS WEALTH ADVISORS, 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.