$412 Million is the total value of Financial Management Professionals, Inc.'s 1027 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 38.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $54,305,000 | -10.2% | 724,651 | +6.7% | 13.18% | +0.5% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $32,239,000 | -7.9% | 721,881 | +11.1% | 7.82% | +3.1% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $26,297,000 | +33.3% | 421,288 | +52.5% | 6.38% | +49.2% |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $26,263,000 | -12.0% | 594,453 | +4.6% | 6.37% | -1.5% |
IWB | Buy | ISHARES TRrus 1000 etf | $22,965,000 | -12.7% | 110,535 | +5.1% | 5.57% | -2.3% |
SMLF | Buy | ISHARES TRmsci usa sml cp | $17,638,000 | -11.9% | 376,166 | +2.5% | 4.28% | -1.4% |
IEMG | Buy | ISHARES INCcore msci emkt | $14,808,000 | +12.7% | 301,830 | +27.6% | 3.59% | +26.2% |
GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $11,730,000 | -12.9% | 422,382 | +2.7% | 2.85% | -2.5% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $11,577,000 | +2.2% | 153,825 | +8.0% | 2.81% | +14.4% |
Buy | J P MORGAN EXCHANGE TRADED F | $10,280,000 | +19.4% | 224,152 | +24.9% | 2.49% | +33.6% | |
ACWI | New | ISHARES TRmsci acwi etf | $8,775,000 | – | 104,599 | +100.0% | 2.13% | – |
EWC | Buy | ISHARES INCmsci cda etf | $8,749,000 | -15.0% | 259,781 | +1.5% | 2.12% | -4.8% |
SH | Buy | PROSHARES TRshort s&p 500 ne | $8,665,000 | +50870.6% | 525,128 | +42732.6% | 2.10% | +52475.0% |
IVE | Buy | ISHARES TRs&p 500 val etf | $5,687,000 | -7.3% | 41,370 | +4.9% | 1.38% | +3.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,580,000 | -12.9% | 28,329 | +5.2% | 1.35% | -2.4% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,490,000 | -9.2% | 14,552 | +8.7% | 1.33% | +1.6% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,113,000 | -7.4% | 102,351 | +6.8% | 1.24% | +3.7% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,865,000 | +29.1% | 97,133 | +29.5% | 1.18% | +44.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,860,000 | +1.5% | 122,732 | +18.5% | 0.94% | +13.6% |
PBJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $2,964,000 | +0.6% | 67,553 | +5.9% | 0.72% | +12.5% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,891,000 | +13666.7% | 41,219 | +14312.2% | 0.70% | +13920.0% |
HDV | Buy | ISHARES TRcore high dv etf | $2,883,000 | +202.5% | 28,705 | +222.1% | 0.70% | +238.2% |
IAK | New | ISHARES TRu.s. insrnce etf | $2,608,000 | – | 31,431 | +100.0% | 0.63% | – |
XOM | Buy | EXXON MOBIL CORP | $2,154,000 | +6.8% | 25,157 | +3.1% | 0.52% | +19.7% |
PXI | Buy | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $1,564,000 | +45.8% | 40,935 | +62.9% | 0.38% | +63.1% |
JPM | Buy | JPMORGAN CHASE & CO | $1,240,000 | -5.4% | 11,010 | +14.5% | 0.30% | +6.0% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,160,000 | +11.1% | 11,704 | +12.3% | 0.28% | +24.3% |
MSFT | Buy | MICROSOFT CORP | $1,151,000 | +4.3% | 4,483 | +25.3% | 0.28% | +16.7% |
IHE | New | ISHARES TRu.s. pharma etf | $951,000 | – | 4,960 | +100.0% | 0.23% | – |
CVX | Buy | CHEVRON CORP NEW | $863,000 | -7.0% | 5,960 | +4.6% | 0.21% | +4.0% |
LLY | Buy | LILLY ELI & CO | $673,000 | +38.8% | 2,076 | +22.5% | 0.16% | +55.2% |
AMZN | Buy | AMAZON COM INC | $583,000 | -35.9% | 5,490 | +1867.7% | 0.14% | -28.4% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $554,000 | +10.6% | 254 | +41.1% | 0.13% | +22.9% |
PFE | Buy | PFIZER INC | $529,000 | +6.7% | 10,098 | +5.4% | 0.13% | +18.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $513,000 | +2.8% | 4,781 | +7.1% | 0.12% | +14.8% |
BAC | Buy | BK OF AMERICA CORP | $426,000 | -19.6% | 13,687 | +6.4% | 0.10% | -10.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $415,000 | +9.8% | 5,391 | +4.3% | 0.10% | +23.2% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $416,000 | +16.2% | 2,946 | +6.9% | 0.10% | +29.5% |
CVS | Buy | CVS HEALTH CORP | $400,000 | -0.5% | 4,315 | +8.6% | 0.10% | +11.5% |
NVDA | Buy | NVIDIA CORPORATION | $400,000 | -44.3% | 2,641 | +0.4% | 0.10% | -37.8% |
MS | Buy | MORGAN STANLEY | $385,000 | -2.3% | 5,063 | +12.2% | 0.09% | +9.4% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $378,000 | +20.0% | 7,443 | +20.4% | 0.09% | +35.3% |
TXN | Buy | TEXAS INSTRS INC | $369,000 | -9.6% | 2,402 | +8.1% | 0.09% | +2.3% |
HD | Buy | HOME DEPOT INC | $353,000 | -6.1% | 1,288 | +2.6% | 0.09% | +4.9% |
LMT | Buy | LOCKHEED MARTIN CORP | $345,000 | +71.6% | 802 | +75.9% | 0.08% | +90.9% |
KO | Buy | COCA COLA CO | $346,000 | +16.9% | 5,501 | +15.3% | 0.08% | +31.2% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $322,000 | -4.2% | 1,766 | +12.8% | 0.08% | +6.8% |
MRK | Buy | MERCK & CO INC | $311,000 | +21.5% | 3,414 | +9.3% | 0.08% | +33.9% |
SO | Buy | SOUTHERN CO | $311,000 | -1.0% | 4,364 | +0.6% | 0.08% | +10.3% |
AVGO | Buy | BROADCOM INC | $298,000 | -17.9% | 613 | +6.4% | 0.07% | -8.9% |
JNJ | Buy | JOHNSON & JOHNSON | $293,000 | +7.7% | 1,651 | +7.6% | 0.07% | +20.3% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $268,000 | +21.8% | 3,235 | +22.4% | 0.06% | +35.4% |
KHC | Buy | KRAFT HEINZ CO | $269,000 | -1.1% | 7,041 | +2.0% | 0.06% | +10.2% |
SLB | Buy | SCHLUMBERGER LTD | $260,000 | +17.6% | 7,266 | +35.6% | 0.06% | +31.2% |
GILD | Buy | GILEAD SCIENCES INC | $254,000 | +21.0% | 4,117 | +16.6% | 0.06% | +34.8% |
MDT | Buy | MEDTRONIC PLC | $256,000 | -8.2% | 2,851 | +13.2% | 0.06% | +3.3% |
CI | Buy | CIGNA CORP NEW | $253,000 | +54.3% | 959 | +40.2% | 0.06% | +69.4% |
IEFA | Buy | ISHARES TRcore msci eafe | $248,000 | +33.3% | 4,222 | +57.9% | 0.06% | +50.0% |
TGT | Buy | TARGET CORP | $240,000 | -14.0% | 1,702 | +29.3% | 0.06% | -3.3% |
QCOM | Buy | QUALCOMM INC | $231,000 | -4.5% | 1,807 | +14.2% | 0.06% | +7.7% |
HON | Buy | HONEYWELL INTL INC | $215,000 | -5.3% | 1,237 | +5.9% | 0.05% | +6.1% |
GLD | Buy | SPDR GOLD TR | $213,000 | -3.2% | 1,267 | +4.1% | 0.05% | +8.3% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $215,000 | -4.0% | 1,279 | +5.3% | 0.05% | +6.1% |
T | Buy | AT&T INC | $209,000 | +5.0% | 9,955 | +18.4% | 0.05% | +18.6% |
DLR | Buy | DIGITAL RLTY TR INC | $199,000 | +14.4% | 1,530 | +24.8% | 0.05% | +26.3% |
KMB | Buy | KIMBERLY-CLARK CORP | $191,000 | +29.9% | 1,411 | +18.1% | 0.05% | +43.8% |
VLO | Buy | VALERO ENERGY CORP | $186,000 | +9.4% | 1,751 | +4.9% | 0.04% | +21.6% |
MET | Buy | METLIFE INC | $180,000 | +4.0% | 2,874 | +16.8% | 0.04% | +15.8% |
AAL | Buy | AMERICAN AIRLS GROUP INC | $179,000 | -30.4% | 14,103 | +0.3% | 0.04% | -23.2% |
SRE | Buy | SEMPRA | $173,000 | +3.0% | 1,154 | +15.5% | 0.04% | +16.7% |
V | Buy | VISA INC | $170,000 | +126.7% | 863 | +156.1% | 0.04% | +156.2% |
RYN | Buy | RAYONIER INC | $171,000 | +6.2% | 4,566 | +16.7% | 0.04% | +17.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $167,000 | +187.9% | 1,812 | +240.0% | 0.04% | +215.4% |
CMI | Buy | CUMMINS INC | $168,000 | +10.5% | 867 | +17.3% | 0.04% | +24.2% |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $165,000 | +22.2% | 2,283 | +52.2% | 0.04% | +37.9% |
USB | Buy | US BANCORP DEL | $159,000 | +35.9% | 3,449 | +56.5% | 0.04% | +56.0% |
BHP | Buy | BHP GROUP LTDsponsored ads | $161,000 | -15.3% | 2,872 | +16.7% | 0.04% | -4.9% |
AIG | Buy | AMERICAN INTL GROUP INC | $156,000 | +2.6% | 3,050 | +25.6% | 0.04% | +15.2% |
COG | Buy | COTERRA ENERGY INC | $155,000 | +106.7% | 6,025 | +117.6% | 0.04% | +137.5% |
AXP | Buy | AMERICAN EXPRESS CO | $156,000 | -20.4% | 1,122 | +7.3% | 0.04% | -9.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $153,000 | +5.5% | 297 | +4.6% | 0.04% | +19.4% |
IRM | Buy | IRON MTN INC NEW | $148,000 | +2.8% | 3,034 | +16.9% | 0.04% | +16.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $147,000 | -5.8% | 270 | +2.3% | 0.04% | +5.9% |
RMNI | Buy | RIMINI STR INC DEL | $147,000 | +6.5% | 24,398 | +2.5% | 0.04% | +20.0% |
SCHW | Buy | SCHWAB CHARLES CORP | $145,000 | -23.3% | 2,299 | +2.3% | 0.04% | -14.6% |
AMAT | Buy | APPLIED MATLS INC | $143,000 | -27.8% | 1,576 | +4.9% | 0.04% | -18.6% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $144,000 | +3500.0% | 994 | +5422.2% | 0.04% | +3400.0% |
F | Buy | FORD MTR CO DEL | $134,000 | -31.3% | 11,996 | +4.3% | 0.03% | -21.4% |
NEP | Buy | NEXTERA ENERGY PARTNERS LP | $138,000 | +24.3% | 1,862 | +39.4% | 0.03% | +37.5% |
DHR | Buy | DANAHER CORPORATION | $136,000 | -10.5% | 536 | +3.3% | 0.03% | 0.0% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $130,000 | -2.3% | 1,815 | +7.8% | 0.03% | +10.3% |
CSX | Buy | CSX CORP | $131,000 | -17.6% | 4,508 | +6.5% | 0.03% | -5.9% |
VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $122,000 | – | 848 | +100.0% | 0.03% | – |
INTC | Buy | INTEL CORP | $120,000 | -14.9% | 3,200 | +12.2% | 0.03% | -6.5% |
LIN | Buy | LINDE PLC | $116,000 | 0.0% | 403 | +10.7% | 0.03% | +12.0% |
LRCX | Buy | LAM RESEARCH CORP | $113,000 | -7.4% | 265 | +16.7% | 0.03% | +3.8% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $107,000 | +35.4% | 339 | +54.1% | 0.03% | +52.9% |
PFF | Buy | ISHARES TRpfd and incm sec | $109,000 | +4.8% | 3,324 | +17.0% | 0.03% | +13.0% |
EMR | Buy | EMERSON ELEC CO | $106,000 | -10.2% | 1,332 | +10.4% | 0.03% | 0.0% |
MRVL | Buy | MARVELL TECHNOLOGY INC | $107,000 | -36.3% | 2,452 | +4.8% | 0.03% | -27.8% |
CKX | Buy | CKX LDS INC | $105,000 | +16.7% | 9,475 | +15.2% | 0.02% | +25.0% |
SLF | Buy | SUN LIFE FINANCIAL INC. | $104,000 | -4.6% | 2,266 | +16.4% | 0.02% | +4.2% |
GPC | New | GENUINE PARTS CO | $105,000 | – | 786 | +100.0% | 0.02% | – |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $97,000 | +26.0% | 1,958 | +33.1% | 0.02% | +41.2% |
PSX | Buy | PHILLIPS 66 | $100,000 | -2.0% | 1,222 | +3.8% | 0.02% | +9.1% |
CL | Buy | COLGATE PALMOLIVE CO | $93,000 | +20.8% | 1,155 | +13.7% | 0.02% | +35.3% |
BLK | Buy | BLACKROCK INC | $96,000 | +209.7% | 157 | +282.9% | 0.02% | +228.6% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $94,000 | +4.4% | 1,275 | +16.7% | 0.02% | +15.0% |
ALB | Buy | ALBEMARLE CORP | $93,000 | -2.1% | 443 | +3.3% | 0.02% | +9.5% |
DVY | New | ISHARES TRselect divid etf | $93,000 | – | 788 | +100.0% | 0.02% | – |
NKE | Buy | NIKE INCcl b | $91,000 | -2.2% | 890 | +28.2% | 0.02% | +10.0% |
CNC | Buy | CENTENE CORP DEL | $91,000 | +600.0% | 1,078 | +618.7% | 0.02% | +633.3% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $88,000 | -16.2% | 466 | +1.3% | 0.02% | -8.7% |
BA | Buy | BOEING CO | $88,000 | -27.3% | 646 | +2.4% | 0.02% | -19.2% |
XEL | Buy | XCEL ENERGY INC | $82,000 | 0.0% | 1,165 | +2.6% | 0.02% | +11.1% |
TT | Buy | TRANE TECHNOLOGIES PLC | $84,000 | -12.5% | 644 | +2.7% | 0.02% | -4.8% |
ASR | Buy | GRUPO AEROPORTUARIO DEL SUREspon adr ser b | $79,000 | +36.2% | 400 | +53.3% | 0.02% | +46.2% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $77,000 | -33.6% | 702 | +24.2% | 0.02% | -24.0% |
COST | Buy | COSTCO WHSL CORP NEW | $78,000 | +1.3% | 162 | +21.8% | 0.02% | +11.8% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $77,000 | -1.3% | 803 | +2.6% | 0.02% | +11.8% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $80,000 | – | 627 | +62600.0% | 0.02% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $75,000 | – | 685 | +100.0% | 0.02% | – |
INTU | Buy | INTUIT | $72,000 | +105.7% | 187 | +156.2% | 0.02% | +112.5% |
SBUX | Buy | STARBUCKS CORP | $68,000 | -1.4% | 889 | +17.4% | 0.02% | +13.3% |
PSQ | Buy | PROSHARES TRshort qqq new | $72,000 | +500.0% | 5,000 | +400.0% | 0.02% | +466.7% |
SKY | New | SKYLINE CHAMPION CORPORATION | $68,000 | – | 1,425 | +100.0% | 0.02% | – |
GDX | Buy | VANECK ETF TRUSTgold miners etf | $67,000 | -26.4% | 2,460 | +4.2% | 0.02% | -20.0% |
INMD | Buy | INMODE LTD | $65,000 | +97.0% | 2,917 | +229.2% | 0.02% | +128.6% |
EA | Buy | ELECTRONIC ARTS INC | $66,000 | +4.8% | 543 | +9.0% | 0.02% | +14.3% |
FISV | Buy | FISERV INC | $65,000 | +3.2% | 729 | +18.2% | 0.02% | +14.3% |
DOW | Buy | DOW INC | $63,000 | -11.3% | 1,213 | +8.5% | 0.02% | 0.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $62,000 | +121.4% | 763 | +182.6% | 0.02% | +150.0% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $57,000 | -10.9% | 650 | +3.8% | 0.01% | 0.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $53,000 | +12.8% | 218 | +15.3% | 0.01% | +30.0% |
FLRN | New | SPDR SER TRbloomberg invt | $55,000 | – | 1,842 | +100.0% | 0.01% | – |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $53,000 | -25.4% | 1,237 | +31.6% | 0.01% | -13.3% |
SITE | Buy | SITEONE LANDSCAPE SUPPLY INC | $49,000 | +2350.0% | 411 | +3636.4% | 0.01% | – |
WD | New | WALKER & DUNLOP INC | $51,000 | – | 532 | +100.0% | 0.01% | – |
FTNT | Buy | FORTINET INC | $50,000 | -24.2% | 890 | +363.5% | 0.01% | -14.3% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $45,000 | +1400.0% | 162 | +2214.3% | 0.01% | +1000.0% |
CORT | New | CORCEPT THERAPEUTICS INC | $47,000 | – | 1,992 | +100.0% | 0.01% | – |
New | DIMENSIONAL ETF TRUSTus mktwide value | $46,000 | – | 1,459 | +100.0% | 0.01% | – | |
BOND | New | PIMCO ETF TRactive bd etf | $46,000 | – | 487 | +100.0% | 0.01% | – |
ADI | Buy | ANALOG DEVICES INC | $41,000 | +95.2% | 282 | +120.3% | 0.01% | +100.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $43,000 | +59.3% | 144 | +77.8% | 0.01% | +66.7% |
MBB | Buy | ISHARES TRmbs etf | $41,000 | +583.3% | 419 | +575.8% | 0.01% | +900.0% |
ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $36,000 | – | 808 | +100.0% | 0.01% | – |
TMUS | Buy | T-MOBILE US INC | $36,000 | +176.9% | 264 | +158.8% | 0.01% | +200.0% |
New | WARNER BROS DISCOVERY INC | $36,000 | – | 2,659 | +100.0% | 0.01% | – | |
TM | Buy | TOYOTA MOTOR CORPads | $37,000 | +131.2% | 243 | +170.0% | 0.01% | +200.0% |
New | PERIMETER SOLUTIONS SA | $37,000 | – | 3,406 | +100.0% | 0.01% | – | |
C | Buy | CITIGROUP INC | $39,000 | +30.0% | 842 | +49.0% | 0.01% | +28.6% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $39,000 | +69.6% | 635 | +74.9% | 0.01% | +80.0% |
MMC | Buy | MARSH & MCLENNAN COS INC | $38,000 | +123.5% | 244 | +141.6% | 0.01% | +125.0% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $38,000 | -9.5% | 279 | +4.1% | 0.01% | 0.0% |
SPSB | New | SPDR SER TRportfolio short | $39,000 | – | 1,317 | +100.0% | 0.01% | – |
JNK | New | SPDR SER TRbloomberg high y | $38,000 | – | 415 | +100.0% | 0.01% | – |
TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $32,000 | +3100.0% | 452 | +2411.1% | 0.01% | – |
BP | Buy | BP PLCsponsored adr | $31,000 | +40.9% | 1,078 | +41.3% | 0.01% | +60.0% |
DG | Buy | DOLLAR GEN CORP NEW | $31,000 | +138.5% | 125 | +119.3% | 0.01% | +166.7% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $33,000 | +135.7% | 356 | +159.9% | 0.01% | +166.7% |
TSCO | Buy | TRACTOR SUPPLY CO | $32,000 | -3.0% | 163 | +16.4% | 0.01% | +14.3% |
EQIX | Buy | EQUINIX INC | $34,000 | -5.6% | 52 | +8.3% | 0.01% | 0.0% |
OKE | Buy | ONEOK INC NEW | $32,000 | -17.9% | 570 | +4.2% | 0.01% | 0.0% |
AMR | New | ALPHA METALLURGICAL RESOUR I | $32,000 | – | 250 | +100.0% | 0.01% | – |
VZIO | New | VIZIO HLDG CORP | $32,000 | – | 4,676 | +100.0% | 0.01% | – |
PYPL | Buy | PAYPAL HLDGS INC | $31,000 | +121.4% | 447 | +272.5% | 0.01% | +166.7% |
LNT | Buy | ALLIANT ENERGY CORP | $34,000 | -2.9% | 583 | +4.3% | 0.01% | 0.0% |
CRM | Buy | SALESFORCE INC | $31,000 | +14.8% | 185 | +48.0% | 0.01% | +33.3% |
New | IHS HOLDING LIMITED | $32,000 | – | 3,103 | +100.0% | 0.01% | – | |
AMT | Buy | AMERICAN TOWER CORP NEW | $31,000 | +63.2% | 121 | +63.5% | 0.01% | +100.0% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $34,000 | +21.4% | 513 | +21.6% | 0.01% | +33.3% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $31,000 | +10.7% | 334 | +56.1% | 0.01% | +33.3% |
WM | Buy | WASTE MGMT INC DEL | $28,000 | +27.3% | 182 | +33.8% | 0.01% | +40.0% |
LNG | New | CHENIERE ENERGY INC | $27,000 | – | 200 | +100.0% | 0.01% | – |
TFC | Buy | TRUIST FINL CORP | $29,000 | -3.3% | 612 | +16.6% | 0.01% | 0.0% |
SNPS | Buy | SYNOPSYS INC | $27,000 | +145.5% | 89 | +178.1% | 0.01% | +250.0% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $29,000 | +26.1% | 258 | +23.4% | 0.01% | +40.0% |
NVS | Buy | NOVARTIS AGsponsored adr | $27,000 | +42.1% | 320 | +50.9% | 0.01% | +75.0% |
ING | New | ING GROEP N.V.sponsored adr | $26,000 | – | 2,604 | +100.0% | 0.01% | – |
IR | Buy | INGERSOLL RAND INC | $25,000 | -13.8% | 589 | +1.6% | 0.01% | 0.0% |
Buy | GENERAL ELECTRIC CO | $25,000 | -10.7% | 390 | +28.7% | 0.01% | 0.0% | |
LH | Buy | LABORATORY CORP AMER HLDGS | $24,000 | -4.0% | 101 | +6.3% | 0.01% | +20.0% |
Buy | RIVIAN AUTOMOTIVE INC | $23,000 | -23.3% | 900 | +50.0% | 0.01% | -14.3% | |
BLKB | Buy | BLACKBAUD INC | $25,000 | 0.0% | 424 | +1.2% | 0.01% | +20.0% |
PGR | Buy | PROGRESSIVE CORP | $24,000 | +500.0% | 208 | +571.0% | 0.01% | +500.0% |
MU | Buy | MICRON TECHNOLOGY INC | $26,000 | -27.8% | 476 | +4.4% | 0.01% | -25.0% |
TJX | Buy | TJX COS INC NEW | $26,000 | +100.0% | 468 | +117.7% | 0.01% | +100.0% |
New | DERMTECH INC | $26,000 | – | 4,766 | +100.0% | 0.01% | – | |
SNY | Buy | SANOFIsponsored adr | $25,000 | +31.6% | 494 | +33.2% | 0.01% | +50.0% |
LPX | Buy | LOUISIANA PAC CORP | $25,000 | +2400.0% | 480 | +2900.0% | 0.01% | – |
CARR | Buy | CARRIER GLOBAL CORPORATION | $19,000 | -13.6% | 531 | +8.8% | 0.01% | 0.0% |
BMO | Buy | BANK MONTREAL QUE | $20,000 | +17.6% | 209 | +49.3% | 0.01% | +25.0% |
WY | Buy | WEYERHAEUSER CO MTN BE | $19,000 | +18.8% | 564 | +35.6% | 0.01% | +66.7% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $22,000 | -8.3% | 266 | +14.7% | 0.01% | 0.0% |
ROP | Buy | ROPER TECHNOLOGIES INC | $20,000 | +42.9% | 51 | +75.9% | 0.01% | +66.7% |
SYK | Buy | STRYKER CORPORATION | $19,000 | +11.8% | 94 | +46.9% | 0.01% | +25.0% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $22,000 | 0.0% | 35 | +9.4% | 0.01% | 0.0% |
VRSK | Buy | VERISK ANALYTICS INC | $21,000 | -16.0% | 123 | +7.9% | 0.01% | 0.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $22,000 | +83.3% | 45 | +66.7% | 0.01% | +66.7% |
APD | Buy | AIR PRODS & CHEMS INC | $19,000 | 0.0% | 79 | +3.9% | 0.01% | +25.0% |
OTIS | Buy | OTIS WORLDWIDE CORP | $22,000 | +57.1% | 316 | +76.5% | 0.01% | +66.7% |
AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $19,000 | – | 1,950 | +100.0% | 0.01% | – |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $22,000 | +22.2% | 96 | +21.5% | 0.01% | +25.0% |
RIO | Buy | RIO TINTO PLCsponsored adr | $19,000 | -5.0% | 317 | +26.8% | 0.01% | +25.0% |
New | FLAHERTY & CRUMRINE DYNAMIC | $19,000 | – | 869 | +100.0% | 0.01% | – | |
MSI | Buy | MOTOROLA SOLUTIONS INC | $21,000 | -12.5% | 102 | +4.1% | 0.01% | 0.0% |
ADSK | Buy | AUTODESK INC | $20,000 | +300.0% | 118 | +391.7% | 0.01% | +400.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $21,000 | +61.5% | 101 | +71.2% | 0.01% | +66.7% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $21,000 | +5.0% | 324 | +12.1% | 0.01% | +25.0% |
ALLE | Buy | ALLEGION PLC | $21,000 | -4.5% | 217 | +6.9% | 0.01% | 0.0% |
KR | Buy | KROGER CO | $19,000 | +11.8% | 398 | +33.1% | 0.01% | +25.0% |
NOW | Buy | SERVICENOW INC | $22,000 | +83.3% | 47 | +113.6% | 0.01% | +66.7% |
AMP | Buy | AMERIPRISE FINL INC | $16,000 | -15.8% | 66 | +6.5% | 0.00% | 0.0% |
FDX | Buy | FEDEX CORP | $17,000 | +70.0% | 73 | +73.8% | 0.00% | +100.0% |
O | Buy | REALTY INCOME CORP | $18,000 | +28.6% | 266 | +28.5% | 0.00% | +33.3% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $18,000 | +1700.0% | 133 | +1562.5% | 0.00% | – |
GM | Buy | GENERAL MTRS CO | $17,000 | +6.2% | 543 | +44.0% | 0.00% | +33.3% |
EOG | Buy | EOG RES INC | $16,000 | +60.0% | 141 | +64.0% | 0.00% | +100.0% |
DLY | Buy | DOUBLELINE YIELD OPPORTUNITI | $15,000 | -11.8% | 1,049 | +2.2% | 0.00% | 0.0% |
DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $15,000 | -11.8% | 1,210 | +2.4% | 0.00% | 0.0% |
HCA | Buy | HCA HEALTHCARE INC | $15,000 | -31.8% | 89 | +2.3% | 0.00% | -20.0% |
HSBC | Buy | HSBC HLDGS PLCspon adr new | $15,000 | +1400.0% | 456 | +1472.4% | 0.00% | – |
HAL | Buy | HALLIBURTON CO | $15,000 | 0.0% | 478 | +20.1% | 0.00% | +33.3% |
SYY | Buy | SYSCO CORP | $15,000 | +25.0% | 175 | +22.4% | 0.00% | +33.3% |
HSY | Buy | HERSHEY CO | $17,000 | +70.0% | 81 | +84.1% | 0.00% | +100.0% |
TER | New | TERADYNE INC | $15,000 | – | 162 | +100.0% | 0.00% | – |
UL | Buy | UNILEVER PLCspon adr new | $15,000 | +114.3% | 337 | +130.8% | 0.00% | +100.0% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $18,000 | +125.0% | 123 | +141.2% | 0.00% | +100.0% |
VRSN | Buy | VERISIGN INC | $16,000 | -15.8% | 97 | +14.1% | 0.00% | 0.0% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $17,000 | +70.0% | 59 | +51.3% | 0.00% | +100.0% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $17,000 | +41.7% | 392 | +32.9% | 0.00% | +33.3% |
KRNY | Buy | KEARNY FINL CORP MD | $18,000 | -14.3% | 1,663 | +0.9% | 0.00% | -20.0% |
NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $18,000 | -10.0% | 1,355 | +1.3% | 0.00% | 0.0% |
IQV | Buy | IQVIA HLDGS INC | $18,000 | +50.0% | 84 | +64.7% | 0.00% | +33.3% |
NVO | Buy | NOVO-NORDISK A Sadr | $18,000 | +38.5% | 160 | +41.6% | 0.00% | +33.3% |
WMB | Buy | WILLIAMS COS INC | $15,000 | +7.1% | 472 | +12.4% | 0.00% | +33.3% |
WIT | New | WIPRO LTDspon adr 1 sh | $16,000 | – | 3,100 | +100.0% | 0.00% | – |
NEM | Buy | NEWMONT CORP | $15,000 | -11.8% | 248 | +17.0% | 0.00% | 0.0% |
AN | Buy | AUTONATION INC | $15,000 | +15.4% | 135 | +2.3% | 0.00% | +33.3% |
EMB | New | ISHARES TRjpmorgan usd emg | $15,000 | – | 179 | +100.0% | 0.00% | – |
MCO | Buy | MOODYS CORP | $17,000 | +30.8% | 62 | +63.2% | 0.00% | +33.3% |
ALL | Buy | ALLSTATE CORP | $13,000 | +8.3% | 101 | +20.2% | 0.00% | 0.0% |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $11,000 | +10.0% | 689 | +11.1% | 0.00% | +50.0% |
K | Buy | KELLOGG CO | $13,000 | +160.0% | 182 | +139.5% | 0.00% | +200.0% |
SAP | Buy | SAP SEspon adr | $13,000 | +8.3% | 141 | +28.2% | 0.00% | 0.0% |
BKNG | Buy | BOOKING HOLDINGS INC | $12,000 | +500.0% | 7 | +600.0% | 0.00% | – |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $13,000 | +8.3% | 199 | +25.2% | 0.00% | 0.0% |
BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $12,000 | – | 610 | +100.0% | 0.00% | – |
FAST | Buy | FASTENAL CO | $11,000 | +120.0% | 214 | +161.0% | 0.00% | +200.0% |
DLTR | Buy | DOLLAR TREE INC | $14,000 | +55.6% | 93 | +57.6% | 0.00% | +50.0% |
IAU | Buy | ISHARES GOLD TRishares new | $13,000 | -7.1% | 384 | +0.3% | 0.00% | 0.0% |
WEC | Buy | WEC ENERGY GROUP INC | $14,000 | +16.7% | 144 | +24.1% | 0.00% | 0.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $11,000 | +57.1% | 117 | +77.3% | 0.00% | +50.0% |
KLAC | Buy | KLA CORP | $11,000 | +175.0% | 36 | +260.0% | 0.00% | +200.0% |
SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $12,000 | +50.0% | 38 | +58.3% | 0.00% | +50.0% |
FTS | Buy | FORTIS INC | $11,000 | +10.0% | 231 | +19.7% | 0.00% | +50.0% |
BK | New | BANK NEW YORK MELLON CORP | $13,000 | – | 305 | +100.0% | 0.00% | – |
GPN | Buy | GLOBAL PMTS INC | $14,000 | +1300.0% | 131 | +2520.0% | 0.00% | – |
SBNY | New | SIGNATURE BK NEW YORK N Y | $13,000 | – | 75 | +100.0% | 0.00% | – |
YUM | Buy | YUM BRANDS INC | $13,000 | +550.0% | 113 | +564.7% | 0.00% | – |
EXC | Buy | EXELON CORP | $11,000 | +10.0% | 253 | +26.5% | 0.00% | +50.0% |
EXPE | Buy | EXPEDIA GROUP INC | $12,000 | -20.0% | 124 | +57.0% | 0.00% | 0.0% |
AON | Buy | AON PLC | $13,000 | +225.0% | 47 | +327.3% | 0.00% | +200.0% |
EBAY | Buy | EBAY INC. | $14,000 | +250.0% | 339 | +398.5% | 0.00% | +200.0% |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $13,000 | +116.7% | 107 | +161.0% | 0.00% | +200.0% |
MUB | New | ISHARES TRnational mun etf | $11,000 | – | 100 | +100.0% | 0.00% | – |
TWTR | Buy | TWITTER INC | $11,000 | 0.0% | 301 | +10.7% | 0.00% | +50.0% |
UDR | Buy | UDR INC | $14,000 | -12.5% | 307 | +7.0% | 0.00% | 0.0% |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $14,000 | +75.0% | 29 | +93.3% | 0.00% | +50.0% |
PPL | Buy | PPL CORP | $11,000 | +10.0% | 388 | +16.5% | 0.00% | +50.0% |
ITW | Buy | ILLINOIS TOOL WKS INC | $11,000 | +22.2% | 61 | +41.9% | 0.00% | +50.0% |
PNC | Buy | PNC FINL SVCS GROUP INC | $13,000 | +18.2% | 83 | +36.1% | 0.00% | +50.0% |
PXD | Buy | PIONEER NAT RES CO | $11,000 | +10.0% | 50 | +22.0% | 0.00% | +50.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $12,000 | 0.0% | 165 | +1.2% | 0.00% | 0.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $11,000 | +10.0% | 142 | +14.5% | 0.00% | +50.0% |
CNQ | New | CANADIAN NAT RES LTD | $12,000 | – | 224 | +100.0% | 0.00% | – |
MSCI | Buy | MSCI INC | $12,000 | -14.3% | 30 | +11.1% | 0.00% | 0.0% |
MPC | Buy | MARATHON PETE CORP | $14,000 | +16.7% | 168 | +20.9% | 0.00% | 0.0% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $11,000 | +266.7% | 65 | +225.0% | 0.00% | +200.0% |
RELX | Buy | RELX PLCsponsored adr | $11,000 | +450.0% | 420 | +467.6% | 0.00% | – |
PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $12,000 | – | 640 | +100.0% | 0.00% | – |
VTRS | Buy | VIATRIS INC | $14,000 | +55.6% | 1,350 | +68.3% | 0.00% | +50.0% |
CP | Buy | CANADIAN PAC RY LTD | $10,000 | 0.0% | 142 | +14.5% | 0.00% | 0.0% |
AFL | Buy | AFLAC INC | $8,000 | +14.3% | 144 | +42.6% | 0.00% | 0.0% |
AVAV | New | AEROVIRONMENT INC | $10,000 | – | 120 | +100.0% | 0.00% | – |
A | Buy | AGILENT TECHNOLOGIES INC | $9,000 | +50.0% | 75 | +59.6% | 0.00% | +100.0% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $7,000 | 0.0% | 46 | +15.0% | 0.00% | 0.0% |
ANSS | Buy | ANSYS INC | $9,000 | -10.0% | 39 | +25.8% | 0.00% | 0.0% |
BNS | Buy | BANK NOVA SCOTIA B C | $10,000 | +66.7% | 175 | +98.9% | 0.00% | +100.0% |
BXP | Buy | BOSTON PROPERTIES INC | $7,000 | +250.0% | 80 | +370.6% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $8,000 | – | 224 | +100.0% | 0.00% | – |
CBOE | Buy | CBOE GLOBAL MKTS INC | $8,000 | +100.0% | 72 | +125.0% | 0.00% | +100.0% |
KMX | Buy | CARMAX INC | $9,000 | +80.0% | 101 | +110.4% | 0.00% | +100.0% |
CTAS | Buy | CINTAS CORP | $10,000 | +11.1% | 28 | +33.3% | 0.00% | 0.0% |
CFG | Buy | CITIZENS FINL GROUP INC | $9,000 | +350.0% | 254 | +379.2% | 0.00% | – |
ED | Buy | CONSOLIDATED EDISON INC | $7,000 | +75.0% | 72 | +71.4% | 0.00% | +100.0% |
CTVA | Buy | CORTEVA INC | $8,000 | +60.0% | 154 | +77.0% | 0.00% | +100.0% |
DAL | Buy | DELTA AIR LINES INC DEL | $7,000 | – | 243 | +2330.0% | 0.00% | – |
ETSY | Buy | ETSY INC | $7,000 | +16.7% | 90 | +83.7% | 0.00% | +100.0% |
GSK | Buy | GSK PLCsponsored adr | $8,000 | +33.3% | 182 | +23.8% | 0.00% | +100.0% |
HLT | Buy | HILTON WORLDWIDE HLDGS INC | $10,000 | -9.1% | 87 | +16.0% | 0.00% | 0.0% |
HUM | Buy | HUMANA INC | $10,000 | +25.0% | 21 | +10.5% | 0.00% | 0.0% |
GOVT | New | ISHARES TRus treas bd etf | $10,000 | – | 398 | +100.0% | 0.00% | – |
CCOR | New | LISTED FD TRcore alt fd | $10,000 | – | 319 | +100.0% | 0.00% | – |
MSB | Buy | MESABI TRctf ben int | $9,000 | -10.0% | 376 | +3.3% | 0.00% | 0.0% |
NDAQ | Buy | NASDAQ INC | $9,000 | +12.5% | 62 | +34.8% | 0.00% | 0.0% |
NOK | Buy | NOKIA CORPsponsored adr | $10,000 | – | 2,100 | +5150.0% | 0.00% | – |
OXY | Buy | OCCIDENTAL PETE CORP | $8,000 | +100.0% | 135 | +98.5% | 0.00% | +100.0% |
PRU | Buy | PRUDENTIAL FINL INC | $8,000 | +14.3% | 79 | +25.4% | 0.00% | 0.0% |
SHOP | Buy | SHOPIFY INCcl a | $7,000 | +40.0% | 230 | +2775.0% | 0.00% | +100.0% |
SI | Buy | SILVERGATE CAP CORPcl a | $7,000 | -36.4% | 125 | +66.7% | 0.00% | 0.0% |
TEF | Buy | TELEFONICA S Asponsored adr | $9,000 | +125.0% | 1,830 | +114.8% | 0.00% | +100.0% |
WELL | Buy | WELLTOWER INC | $7,000 | +16.7% | 90 | +42.9% | 0.00% | +100.0% |
DB | New | DEUTSCHE BANK A Gnamen akt | $8,000 | – | 942 | +100.0% | 0.00% | – |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $5,000 | 0.0% | 34 | +21.4% | 0.00% | 0.0% |
SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $3,000 | +200.0% | 54 | +390.9% | 0.00% | – |
MSTR | Buy | MICROSTRATEGY INCcl a new | $5,000 | 0.0% | 30 | +200.0% | 0.00% | 0.0% |
TRMB | New | TRIMBLE INC | $3,000 | – | 55 | +100.0% | 0.00% | – |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $4,000 | +300.0% | 149 | +727.8% | 0.00% | – |
RF | Buy | REGIONS FINANCIAL CORP NEW | $6,000 | +20.0% | 312 | +42.5% | 0.00% | 0.0% |
HMC | Buy | HONDA MOTOR LTD | $6,000 | +200.0% | 267 | +229.6% | 0.00% | – |
RSG | Buy | REPUBLIC SVCS INC | $4,000 | +33.3% | 33 | +26.9% | 0.00% | 0.0% |
CE | Buy | CELANESE CORP DEL | $4,000 | +33.3% | 36 | +89.5% | 0.00% | 0.0% |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $5,000 | 0.0% | 82 | +26.2% | 0.00% | 0.0% |
FTV | New | FORTIVE CORP | $3,000 | – | 55 | +100.0% | 0.00% | – |
HES | Buy | HESS CORP | $5,000 | +66.7% | 44 | +83.3% | 0.00% | 0.0% |
VALE | New | VALE S Asponsored ads | $6,000 | – | 394 | +100.0% | 0.00% | – |
CAJ | New | CANON INCsponsored adr | $4,000 | – | 185 | +100.0% | 0.00% | – |
SPG | Buy | SIMON PPTY GROUP INC NEW | $4,000 | 0.0% | 43 | +53.6% | 0.00% | 0.0% |
ABB | Buy | ABB LTDsponsored adr | $6,000 | +50.0% | 240 | +89.0% | 0.00% | 0.0% |
LEN | New | LENNAR CORPcl a | $3,000 | – | 41 | +100.0% | 0.00% | – |
ROK | Buy | ROCKWELL AUTOMATION INC | $6,000 | -14.3% | 31 | +24.0% | 0.00% | -50.0% |
VAMO | New | CAMBRIA ETF TRvalue momentum | $6,000 | – | 235 | +100.0% | 0.00% | – |
MTCH | New | MATCH GROUP INC NEW | $4,000 | – | 53 | +100.0% | 0.00% | – |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $4,000 | +100.0% | 156 | +119.7% | 0.00% | – |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $3,000 | +200.0% | 68 | +240.0% | 0.00% | – |
VTR | Buy | VENTAS INC | $5,000 | +66.7% | 104 | +131.1% | 0.00% | 0.0% |
CZR | New | CAESARS ENTERTAINMENT INC NE | $5,000 | – | 120 | +100.0% | 0.00% | – |
SNA | Buy | SNAP ON INC | $3,000 | +50.0% | 15 | +25.0% | 0.00% | – |
CF | Buy | CF INDS HLDGS INC | $5,000 | 0.0% | 62 | +21.6% | 0.00% | 0.0% |
INCY | New | INCYTE CORP | $3,000 | – | 35 | +100.0% | 0.00% | – |
MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $3,000 | – | 575 | +100.0% | 0.00% | – |
CBRE | Buy | CBRE GROUP INCcl a | $5,000 | +25.0% | 62 | +40.9% | 0.00% | 0.0% |
VIAC | New | PARAMOUNT GLOBAL | $3,000 | – | 103 | +100.0% | 0.00% | – |
AGZ | New | ISHARES TRagency bond etf | $5,000 | – | 44 | +100.0% | 0.00% | – |
LVS | Buy | LAS VEGAS SANDS CORP | $3,000 | +50.0% | 85 | +80.9% | 0.00% | – |
CMBS | New | ISHARES TRcmbs etf | $3,000 | – | 66 | +100.0% | 0.00% | – |
MKC | Buy | MCCORMICK & CO INC | $5,000 | +150.0% | 63 | +270.6% | 0.00% | – |
LDOS | Buy | LEIDOS HOLDINGS INC | $4,000 | +300.0% | 43 | +437.5% | 0.00% | – |
AES | Buy | AES CORP | $5,000 | 0.0% | 255 | +34.9% | 0.00% | 0.0% |
PANW | New | PALO ALTO NETWORKS INC | $4,000 | – | 8 | +100.0% | 0.00% | – |
MTD | Buy | METTLER TOLEDO INTERNATIONAL | $3,000 | +200.0% | 3 | +200.0% | 0.00% | – |
WPM | New | WHEATON PRECIOUS METALS CORP | $4,000 | – | 106 | +100.0% | 0.00% | – |
New | PROSHARES TRultrashrt s&p500 | $3,000 | – | 50 | +100.0% | 0.00% | – | |
FMC | Buy | FMC CORP | $4,000 | +33.3% | 39 | +85.7% | 0.00% | 0.0% |
RWM | New | PROSHARES TRshrt russell2000 | $5,000 | – | 200 | +100.0% | 0.00% | – |
EXR | Buy | EXTRA SPACE STORAGE INC | $4,000 | -20.0% | 26 | +4.0% | 0.00% | 0.0% |
New | WISDOMTREE TRtarget range fd | $3,000 | – | 125 | +100.0% | 0.00% | – | |
DTE | Buy | DTE ENERGY CO | $6,000 | +500.0% | 49 | +390.0% | 0.00% | – |
BKR | Buy | BAKER HUGHES COMPANYcl a | $3,000 | +50.0% | 96 | +84.6% | 0.00% | – |
EXPD | New | EXPEDITORS INTL WASH INC | $4,000 | – | 46 | +100.0% | 0.00% | – |
BIDU | New | BAIDU INCspon adr rep a | $3,000 | – | 22 | +100.0% | 0.00% | – |
EVRG | Buy | EVERGY INC | $6,000 | +100.0% | 97 | +102.1% | 0.00% | 0.0% |
HII | New | HUNTINGTON INGALLS INDS INC | $3,000 | – | 13 | +100.0% | 0.00% | – |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $3,000 | +200.0% | 288 | +638.5% | 0.00% | – |
AMCR | New | AMCOR PLCord | $4,000 | – | 299 | +100.0% | 0.00% | – |
EFX | Buy | EQUIFAX INC | $6,000 | +20.0% | 35 | +59.1% | 0.00% | 0.0% |
AVY | Buy | AVERY DENNISON CORP | $6,000 | +200.0% | 34 | +277.8% | 0.00% | – |
AVB | Buy | AVALONBAY CMNTYS INC | $5,000 | +25.0% | 26 | +44.4% | 0.00% | 0.0% |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $6,000 | -14.3% | 150 | +50.0% | 0.00% | -50.0% |
TELL | Buy | TELLURIAN INC NEW | $3,000 | -25.0% | 900 | +12.5% | 0.00% | 0.0% |
TU | Buy | TELUS CORPORATION | $5,000 | – | 217 | +1569.2% | 0.00% | – |
GD | Buy | GENERAL DYNAMICS CORP | $5,000 | – | 21 | +950.0% | 0.00% | – |
CPRT | New | COPART INC | $3,000 | – | 24 | +100.0% | 0.00% | – |
MLM | Buy | MARTIN MARIETTA MATLS INC | $3,000 | 0.0% | 10 | +42.9% | 0.00% | 0.0% |
JCI | Buy | JOHNSON CTLS INTL PLC | $4,000 | +33.3% | 87 | +85.1% | 0.00% | 0.0% |
PAYC | Buy | PAYCOM SOFTWARE INC | $3,000 | +50.0% | 11 | +120.0% | 0.00% | – |
APTV | Buy | APTIV PLC | $6,000 | -25.0% | 69 | +7.8% | 0.00% | -50.0% |
DGX | Buy | QUEST DIAGNOSTICS INC | $5,000 | 0.0% | 39 | +8.3% | 0.00% | 0.0% |
JBHT | Buy | HUNT J B TRANS SVCS INC | $5,000 | +66.7% | 33 | +153.8% | 0.00% | 0.0% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $3,000 | 0.0% | 59 | +34.1% | 0.00% | 0.0% |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $5,000 | 0.0% | 21 | +31.2% | 0.00% | 0.0% |
ENPH | New | ENPHASE ENERGY INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
ALGN | Buy | ALIGN TECHNOLOGY INC | $5,000 | 0.0% | 21 | +90.9% | 0.00% | 0.0% |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $2,000 | -50.0% | 373 | +1.1% | 0.00% | -100.0% |
EPR | New | EPR PPTYS | $0 | – | 6 | +100.0% | 0.00% | – |
SKX | New | SKECHERS U S A INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
DRE | New | DUKE REALTY CORP | $1,000 | – | 16 | +100.0% | 0.00% | – |
New | DRAFTKINGS INC NEW | $0 | – | 16 | +100.0% | 0.00% | – | |
SRC | New | SPIRIT RLTY CAP INC NEW | $0 | – | 9 | +100.0% | 0.00% | – |
SURF | New | SURFACE ONCOLOGY INC | $1,000 | – | 500 | +100.0% | 0.00% | – |
DXCM | Buy | DEXCOM INC | $1,000 | -75.0% | 20 | +150.0% | 0.00% | -100.0% |
SNX | New | TD SYNNEX CORPORATION | $0 | – | 4 | +100.0% | 0.00% | – |
SYNH | New | SYNEOS HEALTH INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | – | 92 | +100.0% | 0.00% | – |
OFC | New | CORPORATE OFFICE PPTYS TRsh ben int | $0 | – | 10 | +100.0% | 0.00% | – |
TXRH | New | TEXAS ROADHOUSE INC | $0 | – | 5 | +100.0% | 0.00% | – |
COHR | New | COHERENT INC | $0 | – | 1 | +100.0% | 0.00% | – |
CLX | Buy | CLOROX CO DEL | $2,000 | – | 13 | +333.3% | 0.00% | – |
TNL | Buy | TRAVEL PLUS LEISURE CO | $1,000 | – | 15 | +114.3% | 0.00% | – |
CAH | Buy | CARDINAL HEALTH INC | $2,000 | +100.0% | 45 | +309.1% | 0.00% | – |
RAAX | New | VANECK ETF TRUSTinflation alloca | $2,000 | – | 100 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | 4 | +100.0% | 0.00% | – |
VICI | New | VICI PPTYS INC | $2,000 | – | 65 | +100.0% | 0.00% | – |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $2,000 | 0.0% | 52 | +8.3% | 0.00% | – |
TECH | New | BIO-TECHNE CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
WCN | New | WASTE CONNECTIONS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
WWE | New | WORLD WRESTLING ENTMT INCcl a | $0 | – | 3 | +100.0% | 0.00% | – |
XRX | Buy | XEROX HOLDINGS CORP | $0 | – | 18 | +12.5% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $0 | – | 4 | +100.0% | 0.00% | – |
ATO | Buy | ATMOS ENERGY CORP | $2,000 | +100.0% | 18 | +100.0% | 0.00% | – |
FERG | New | FERGUSON PLC NEW | $2,000 | – | 22 | +100.0% | 0.00% | – |
G | New | GENPACT LIMITED | $1,000 | – | 12 | +100.0% | 0.00% | – |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $0 | – | 2 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $0 | – | 0 | +100.0% | 0.00% | – |
ACC | New | AMERICAN CAMPUS CMNTYS INC | $0 | – | 7 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD | $2,000 | – | 16 | +100.0% | 0.00% | – |
MOH | New | MOLINA HEALTHCARE INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL PROPERTIES I | $0 | – | 10 | +100.0% | 0.00% | – |
IYR | New | ISHARES TRu.s. real es etf | $0 | – | 3 | +100.0% | 0.00% | – |
JWN | New | NORDSTROM INC | $0 | – | 12 | +100.0% | 0.00% | – |
EFA | Buy | ISHARES TRmsci eafe etf | $2,000 | 0.0% | 32 | +18.5% | 0.00% | – |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $1,000 | – | 6 | +100.0% | 0.00% | – |
OGS | New | ONE GAS INC | $0 | – | 0 | +100.0% | 0.00% | – |
IRT | New | INDEPENDENCE RLTY TR INC | $0 | – | 18 | +100.0% | 0.00% | – |
PCAR | Buy | PACCAR INC | $2,000 | – | 26 | +420.0% | 0.00% | – |
IPGP | New | IPG PHOTONICS CORP | $0 | – | 3 | +100.0% | 0.00% | – |
HWM | Buy | HOWMET AEROSPACE INC | $2,000 | 0.0% | 70 | +55.6% | 0.00% | – |
HRL | Buy | HORMEL FOODS CORP | $2,000 | 0.0% | 48 | +60.0% | 0.00% | – |
DOC | New | PHYSICIANS RLTY TR | $0 | – | 20 | +100.0% | 0.00% | – |
PII | New | POLARIS INC | $0 | – | 3 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $0 | – | 14 | +100.0% | 0.00% | – |
GPS | New | GAP INC | $0 | – | 29 | +100.0% | 0.00% | – |
RGA | New | REINSURANCE GRP OF AMERICA I | $0 | – | 1 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC | $0 | – | 5 | +100.0% | 0.00% | – |
New | R1 RCM INC | $0 | – | 20 | +100.0% | 0.00% | – | |
FL | New | FOOT LOCKER INC | $0 | – | 9 | +100.0% | 0.00% | – |
FSLR | New | FIRST SOLAR INC | $0 | – | 6 | +100.0% | 0.00% | – |
EBND | New | SPDR SER TRbloomberg emergi | $1,000 | – | 50 | +100.0% | 0.00% | – |
FICO | Buy | FAIR ISAAC CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY | $1,000 | – | 15 | +100.0% | 0.00% | – |
NVST | New | ENVISTA HOLDINGS CORPORATION | $0 | – | 4 | +100.0% | 0.00% | – |
EPAM | Buy | EPAM SYS INC | $1,000 | – | 5 | +400.0% | 0.00% | – |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 45 | +28.6% | 0.00% | – |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | 0.0% | 29 | +52.6% | 0.00% | – |
SGMS | New | LIGHT & WONDER INC | $0 | – | 7 | +100.0% | 0.00% | – |
New | ASPEN TECHNOLOGY INC | $0 | – | 2 | +100.0% | 0.00% | – | |
LEA | New | LEAR CORP | $0 | – | 3 | +100.0% | 0.00% | – |
MASI | New | MASIMO CORP | $0 | – | 1 | +100.0% | 0.00% | – |
ACHC | New | ACADIA HEALTHCARE COMPANY IN | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHW US LCAP ETF | 42 | Q3 2023 | 42.7% |
ISHARES TR RUSSELL 1000 | 42 | Q3 2023 | 8.9% |
SCHW US SCAP ETF | 42 | Q3 2023 | 24.2% |
VANGUARD MID CAP ETF IV | 42 | Q3 2023 | 6.0% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.1% |
VANGUARD TOTAL STOCK MKT | 42 | Q3 2023 | 4.3% |
EXXON MOBIL CORPORATION | 42 | Q3 2023 | 2.2% |
APPLE INC | 42 | Q3 2023 | 1.1% |
PEPSICO INCORPORATED | 42 | Q3 2023 | 1.1% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.4% |
View Financial Management Professionals, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-28 |
View Financial Management Professionals, 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.