$5.1 Billion is the total value of Waverly Advisors, LLC's 1105 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 22.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $452,089,544 | +15.2% | 826,142 | +10.7% | 8.86% | -4.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $231,296,173 | +13.7% | 618,422 | +4.6% | 4.53% | -5.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $158,319,202 | -6.3% | 4,171,784 | -5.0% | 3.10% | -22.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $145,377,078 | +3.3% | 796,369 | +3.3% | 2.85% | -14.0% |
| AAPL | Buy | APPLE INC | $110,084,610 | +57.3% | 522,669 | +28.1% | 2.16% | +31.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $103,353,216 | -9.7% | 687,052 | -6.4% | 2.03% | -24.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $102,872,831 | -1.0% | 345,745 | -4.2% | 2.02% | -17.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $88,607,094 | +5.9% | 539,366 | +9.2% | 1.74% | -11.8% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $86,197,998 | +3.1% | 350,299 | -0.2% | 1.69% | -14.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $77,222,883 | +3.5% | 288,673 | +0.5% | 1.51% | -13.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $76,271,102 | +24.2% | 140,148 | +19.3% | 1.50% | +3.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $73,631,565 | +14.7% | 820,682 | +19.8% | 1.44% | -4.4% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $67,234,209 | -8.8% | 292,883 | -6.3% | 1.32% | -24.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $66,433,506 | +12.5% | 163,308 | +16.3% | 1.30% | -6.3% |
| MSFT | Buy | MICROSOFT CORP | $65,830,222 | +69.5% | 147,288 | +59.6% | 1.29% | +41.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $63,095,794 | +5.4% | 173,098 | -2.5% | 1.24% | -12.2% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $58,168,921 | +2.3% | 188,450 | -0.6% | 1.14% | -14.8% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $55,935,261 | -8.8% | 1,466,577 | -6.1% | 1.10% | -24.0% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $48,707,336 | +19.5% | 775,101 | +22.2% | 0.96% | -0.4% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $43,106,090 | -1.7% | 268,724 | -0.2% | 0.84% | -18.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $41,541,891 | +3.5% | 840,589 | +5.1% | 0.81% | -13.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $41,037,132 | +9.9% | 85,653 | +1.9% | 0.80% | -8.4% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $39,558,983 | +38.0% | 438,618 | +37.0% | 0.78% | +15.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $39,338,742 | +4.5% | 1,567,905 | +5.2% | 0.77% | -13.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $38,559,928 | +32.3% | 658,919 | +37.3% | 0.76% | +10.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $36,885,057 | +2.1% | 311,004 | +4.1% | 0.72% | -15.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $34,522,747 | +9.6% | 443,965 | +13.6% | 0.68% | -8.6% |
| NVDA | Buy | NVIDIA CORPORATION | $34,215,627 | +101.3% | 276,960 | +1371.9% | 0.67% | +67.8% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $30,864,184 | +70.0% | 306,466 | +70.0% | 0.60% | +41.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $30,193,530 | +1063.8% | 326,275 | +962.0% | 0.59% | +870.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $29,424,284 | +12.5% | 368,126 | +13.3% | 0.58% | -6.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $28,241,491 | +14.3% | 352,446 | +4.4% | 0.55% | -4.6% |
| ECL | Buy | ECOLAB INC | $27,338,303 | +3.2% | 114,867 | +0.1% | 0.54% | -14.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $27,190,241 | -1.6% | 351,863 | -1.6% | 0.53% | -18.1% |
| AMZN | Buy | AMAZON COM INC | $26,961,613 | +44.1% | 139,517 | +34.5% | 0.53% | +20.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $26,774,655 | +194.9% | 146,992 | +144.4% | 0.52% | +145.3% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $26,791,265 | +3.0% | 403,787 | -0.4% | 0.52% | -14.2% |
| VOO | Buy | VANGUARD INDEX FDS | $26,001,378 | +25.1% | 51,989 | +20.3% | 0.51% | +4.3% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $25,371,815 | +4.2% | 512,355 | +4.3% | 0.50% | -13.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $23,994,144 | -3.4% | 118,262 | +0.2% | 0.47% | -19.5% |
| JPM | Buy | JPMORGAN CHASE & CO. | $23,860,713 | +52.3% | 117,971 | +50.8% | 0.47% | +26.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $23,678,335 | +10.3% | 376,624 | +7.1% | 0.46% | -8.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $23,326,538 | +5.3% | 231,759 | +5.2% | 0.46% | -12.5% |
| KO | Buy | COCA COLA CO | $22,869,942 | +16.8% | 359,308 | +12.2% | 0.45% | -2.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $21,907,953 | -3.2% | 125,569 | -0.7% | 0.43% | -19.5% |
| EFV | Buy | ISHARES TReafe value etf | $20,786,524 | +59.0% | 391,903 | +63.1% | 0.41% | +32.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $20,791,145 | +8.3% | 426,573 | +11.3% | 0.41% | -9.7% |
| HDV | Sell | ISHARES TRcore high dv etf | $19,870,174 | -5.6% | 182,798 | -4.3% | 0.39% | -21.4% |
| HD | Buy | HOME DEPOT INC | $19,592,863 | +8.6% | 56,916 | +21.0% | 0.38% | -9.6% |
| XOM | Buy | EXXON MOBIL CORP | $19,255,515 | +67.8% | 167,265 | +69.4% | 0.38% | +39.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $18,160,719 | +14.1% | 124,252 | +23.5% | 0.36% | -5.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $18,004,146 | +125.4% | 59,339 | +157.5% | 0.35% | +87.8% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $17,631,813 | -15.5% | 181,267 | -10.7% | 0.35% | -29.5% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $17,527,632 | -0.5% | 273,869 | -4.4% | 0.34% | -17.1% |
| ABBV | Buy | ABBVIE INC | $17,303,364 | -1.6% | 100,882 | +4.5% | 0.34% | -18.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $17,248,898 | +385.2% | 304,321 | +395.3% | 0.34% | +302.4% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $16,987,057 | +48.1% | 168,456 | +36.2% | 0.33% | +23.3% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $16,685,388 | +0.7% | 330,600 | +0.6% | 0.33% | -16.2% |
| VDC | Buy | VANGUARD WORLD FDconsum stp etf | $16,162,967 | +57.5% | 79,609 | +58.4% | 0.32% | +31.0% |
| SPSB | Sell | SPDR SER TRportfolio short | $16,183,096 | -5.8% | 544,885 | -5.5% | 0.32% | -21.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $16,163,873 | +155.7% | 98,010 | +151.6% | 0.32% | +112.8% |
| CBLS | Buy | LISTED FD TRclough hdgd eqty | $15,875,950 | +5225.0% | 620,547 | +4673.4% | 0.31% | +4342.9% |
| Sell | DIMENSIONAL ETF TRUSTshort duration f | $15,816,349 | -12.5% | 336,518 | -12.4% | 0.31% | -27.1% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $15,728,984 | +1028.6% | 86,418 | +1058.4% | 0.31% | +833.3% |
| LLY | Sell | ELI LILLY & CO | $15,666,409 | +15.1% | 17,304 | -1.1% | 0.31% | -4.1% |
| Buy | J P MORGAN EXCHANGE TRADED F | $15,478,066 | +31.9% | 340,477 | +32.1% | 0.30% | +9.8% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $14,402,237 | -2.3% | 280,745 | +1.6% | 0.28% | -18.7% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $13,909,590 | +3.4% | 246,974 | +2.2% | 0.27% | -13.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $13,802,018 | +3.6% | 176,203 | +5.6% | 0.27% | -13.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $13,699,679 | +6.2% | 313,064 | +1.4% | 0.27% | -11.5% |
| MUB | Buy | ISHARES TRnational mun etf | $13,667,327 | +15.6% | 128,271 | +16.7% | 0.27% | -3.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $13,474,135 | +109.7% | 138,808 | +111.6% | 0.26% | +74.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $13,472,933 | +56.7% | 73,454 | +30.1% | 0.26% | +30.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $13,407,493 | +0.9% | 382,198 | +3.1% | 0.26% | -16.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,340,613 | +2.5% | 347,231 | +4.1% | 0.26% | -14.4% |
| USTB | Buy | VICTORY PORTFOLIOS IIshort trm bd etf | $12,952,262 | +8.2% | 260,086 | +8.3% | 0.25% | -9.9% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $12,855,911 | -11.6% | 84,412 | -7.8% | 0.25% | -26.3% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $12,743,802 | -4.0% | 105,547 | -0.4% | 0.25% | -20.1% |
| PEP | Buy | PEPSICO INC | $12,581,815 | +69.0% | 76,286 | +79.3% | 0.25% | +41.1% |
| V | Buy | VISA INC | $12,542,246 | +32.0% | 47,785 | +40.4% | 0.25% | +9.8% |
| SO | Buy | SOUTHERN CO | $12,475,185 | +89.7% | 160,825 | +75.4% | 0.24% | +58.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $12,406,944 | +7.1% | 159,411 | +12.1% | 0.24% | -11.0% |
| WM | Buy | WASTE MGMT INC DEL | $12,380,584 | +2594.9% | 58,032 | +2592.9% | 0.24% | +2109.1% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $12,198,311 | -3.2% | 105,641 | -2.9% | 0.24% | -19.5% |
| MRK | Buy | MERCK & CO INC | $12,189,312 | +49.0% | 98,460 | +58.8% | 0.24% | +23.8% |
| WMT | Buy | WALMART INC | $12,189,762 | +183.8% | 180,029 | +152.2% | 0.24% | +136.6% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $11,934,863 | +2404.3% | 215,043 | +2347.6% | 0.23% | +2027.3% | |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $11,857,587 | -4.6% | 144,658 | -1.0% | 0.23% | -20.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $11,758,710 | +18.5% | 60,341 | +14.0% | 0.23% | -0.9% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $11,779,413 | +7.7% | 361,776 | +8.1% | 0.23% | -10.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $11,797,669 | +5.5% | 193,119 | +0.1% | 0.23% | -12.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $11,662,267 | -5.9% | 85,219 | +2.2% | 0.23% | -21.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $11,507,475 | +123.2% | 112,488 | +126.5% | 0.23% | +86.8% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $11,483,478 | -1.1% | 661,491 | -1.3% | 0.22% | -17.6% |
| DE | Buy | DEERE & CO | $10,947,612 | +430.9% | 29,301 | +483.7% | 0.22% | +338.8% |
| AVDV | Sell | AMERICAN CENTY ETF TRintl smcp vlu | $10,899,865 | -5.0% | 167,819 | -3.7% | 0.21% | -20.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $10,786,158 | -4.2% | 224,105 | -4.0% | 0.21% | -20.4% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $10,717,554 | +0.3% | 90,230 | -2.6% | 0.21% | -16.3% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $10,729,732 | +7.4% | 316,231 | +0.1% | 0.21% | -10.6% |
| AOA | Buy | ISHARES TRaggres alloc etf | $10,592,457 | +8.3% | 141,648 | +6.4% | 0.21% | -9.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $10,584,073 | +853.3% | 60,895 | +646.2% | 0.21% | +696.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $10,520,627 | +8.2% | 182,618 | +9.0% | 0.21% | -10.0% |
| CVX | Buy | CHEVRON CORP NEW | $10,404,377 | +16.1% | 66,516 | +17.1% | 0.20% | -3.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $10,360,726 | +647.0% | 18,735 | +685.2% | 0.20% | +515.2% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,247,436 | -5.5% | 125,504 | -5.3% | 0.20% | -21.2% |
| ORCL | Buy | ORACLE CORP | $10,096,005 | +482.2% | 71,501 | +417.9% | 0.20% | +382.9% |
| IGSB | Buy | ISHARES TR | $10,113,222 | +3.0% | 197,370 | +3.0% | 0.20% | -14.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $9,957,064 | +4821.6% | 58,310 | +4636.8% | 0.20% | +3800.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $9,832,682 | +44.9% | 37,203 | +35.6% | 0.19% | +20.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $9,745,397 | +244.1% | 11,465 | +196.6% | 0.19% | +185.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $9,445,615 | -3.9% | 85,597 | -0.6% | 0.18% | -19.9% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $9,460,059 | +11.9% | 84,164 | +9.6% | 0.18% | -7.0% |
| UL | Buy | UNILEVER PLCspon adr new | $9,449,632 | +2963.5% | 171,843 | +2696.0% | 0.18% | +2542.9% |
| SFBS | Sell | SERVISFIRST BANCSHARES INC | $9,433,194 | -6.7% | 149,283 | -2.1% | 0.18% | -22.3% |
| MKC | Buy | MCCORMICK & CO INC | $9,239,606 | +3075.3% | 130,245 | +3337.5% | 0.18% | +2485.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $9,252,143 | +23.8% | 39,957 | +21.7% | 0.18% | +2.8% |
| ANSS | New | ANSYS INC | $9,198,437 | – | 28,611 | +100.0% | 0.18% | – |
| SCZ | Sell | ISHARES TReafe sml cp etf | $9,169,460 | -7.3% | 148,758 | -4.8% | 0.18% | -22.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,143,428 | -1.8% | 125,873 | +0.3% | 0.18% | -18.3% |
| EWL | New | ISHARES INCmsci switzerland | $9,107,662 | – | 188,916 | +100.0% | 0.18% | – |
| QVAL | Sell | EA SERIES TRUSTus quan value | $9,003,302 | -4.6% | 210,014 | -0.0% | 0.18% | -20.3% |
| NUE | New | NUCOR CORP | $9,043,971 | – | 57,211 | +100.0% | 0.18% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $8,860,326 | +662.8% | 92,170 | +704.7% | 0.17% | +544.4% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $8,772,271 | – | 67,918 | +100.0% | 0.17% | – |
| Sell | AMERICAN CENTY ETF TRavantis respon u | $8,719,074 | -1.4% | 141,200 | -1.9% | 0.17% | -17.8% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $8,600,551 | +1.1% | 146,667 | +1.1% | 0.17% | -15.5% |
| FB | Buy | META PLATFORMS INCcl a | $8,593,104 | +39.8% | 17,042 | +34.6% | 0.17% | +15.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $8,407,783 | -4.0% | 184,462 | -3.1% | 0.16% | -19.9% |
| BMI | New | BADGER METER INC | $8,367,435 | – | 44,902 | +100.0% | 0.16% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,293,127 | +14.9% | 34,255 | +18.6% | 0.16% | -4.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $8,323,147 | +8.8% | 313,371 | +3.4% | 0.16% | -9.4% |
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $8,228,798 | +0.5% | 312,644 | +2.9% | 0.16% | -16.6% | |
| CL | Buy | COLGATE PALMOLIVE CO | $8,087,400 | +1093.9% | 83,341 | +1007.8% | 0.16% | +893.8% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $8,090,160 | +5.8% | 164,267 | +5.7% | 0.16% | -11.7% |
| ABT | Buy | ABBOTT LABS | $8,072,752 | -7.4% | 77,690 | +1.3% | 0.16% | -22.9% |
| PSA | New | PUBLIC STORAGE OPER CO | $8,026,797 | – | 27,905 | +100.0% | 0.16% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $8,017,783 | +421.1% | 90,997 | +439.7% | 0.16% | +336.1% |
| BAC | Buy | BANK AMERICA CORP | $7,878,325 | +5.4% | 198,097 | +0.5% | 0.15% | -12.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $7,845,932 | +9.5% | 35,984 | +14.8% | 0.15% | -8.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $7,576,353 | +10.7% | 33,490 | +1.9% | 0.15% | -7.5% |
| PNR | Buy | PENTAIR PLC | $7,573,680 | -10.2% | 98,783 | +0.0% | 0.15% | -25.6% |
| TSLA | Buy | TESLA INC | $7,516,042 | +199.2% | 37,983 | +165.8% | 0.15% | +149.2% |
| AMGN | Buy | AMGEN INC | $7,377,569 | +169.5% | 23,612 | +145.2% | 0.14% | +126.6% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $7,360,485 | +1.0% | 374,770 | +6.2% | 0.14% | -16.3% |
| CSCO | Buy | CISCO SYS INC | $7,252,264 | +63.3% | 152,647 | +71.5% | 0.14% | +35.2% |
| KMB | Buy | KIMBERLY-CLARK CORP | $7,224,673 | +338.8% | 52,277 | +310.7% | 0.14% | +264.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $7,063,571 | +4.2% | 28,240 | +8.6% | 0.14% | -13.8% |
| NVT | Buy | NVENT ELECTRIC PLC | $6,910,452 | +1.6% | 90,203 | +0.0% | 0.14% | -15.6% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $6,711,893 | +600.0% | 237,086 | +602.2% | 0.13% | +473.9% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $6,644,850 | +23.4% | 136,894 | +23.3% | 0.13% | +2.4% |
| MCD | Buy | MCDONALDS CORP | $6,577,336 | +61.6% | 25,810 | +78.8% | 0.13% | +34.4% |
| FNDA | Buy | SCHWAB STRATEGIC TRfundamental us s | $6,509,324 | +0.1% | 118,524 | +4.0% | 0.13% | -16.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,453,426 | +12.2% | 100,442 | +8.4% | 0.13% | -5.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $6,448,731 | +11.7% | 37,287 | +23.3% | 0.13% | -7.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $6,392,725 | +15.5% | 12,553 | +12.2% | 0.12% | -3.8% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,322,480 | +40.0% | 56,135 | +37.3% | 0.12% | +17.0% |
| AVGO | Buy | BROADCOM INC | $6,281,291 | +32.1% | 3,912 | +9.1% | 0.12% | +9.8% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $6,129,165 | -2.4% | 306,458 | -0.1% | 0.12% | -18.9% |
| SBUX | Buy | STARBUCKS CORP | $6,013,637 | +448.6% | 77,246 | +544.0% | 0.12% | +353.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,934,978 | +1.1% | 50,515 | +0.5% | 0.12% | -15.9% |
| T | Buy | AT&T INC | $5,921,836 | +20.5% | 309,882 | +11.0% | 0.12% | 0.0% |
| EQIX | New | EQUINIX INC | $5,932,046 | – | 7,840 | +100.0% | 0.12% | – |
| JSCP | Buy | J P MORGAN EXCHANGE TRADED Fshort dura core | $5,851,586 | +24.8% | 126,143 | +25.2% | 0.12% | +4.5% |
| New | DIMENSIONAL ETF TRUSTemerging mkts va | $5,784,043 | – | 210,329 | +100.0% | 0.11% | – | |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,670,947 | +60.6% | 56,579 | +55.0% | 0.11% | +33.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,678,361 | -0.0% | 73,611 | +0.8% | 0.11% | -17.2% |
| GPC | Sell | GENUINE PARTS CO | $5,597,534 | -22.3% | 40,468 | -13.0% | 0.11% | -35.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,583,390 | +255.5% | 135,388 | +261.7% | 0.11% | +194.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $5,546,409 | +39.1% | 60,896 | +40.3% | 0.11% | +16.0% |
| NEAR | Sell | ISHARES U S ETF TRblackrock sh dur | $5,563,630 | -2.1% | 110,543 | -1.8% | 0.11% | -18.7% |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $5,554,247 | – | 154,542 | +100.0% | 0.11% | – | |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $5,518,247 | -4.8% | 262,025 | -5.2% | 0.11% | -20.6% |
| New | DIMENSIONAL ETF TRUSTus large cap val | $5,400,078 | – | 186,789 | +100.0% | 0.11% | – | |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $5,425,096 | +11.0% | 191,700 | +13.8% | 0.11% | -7.8% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $5,401,576 | -0.4% | 51,665 | -0.3% | 0.11% | -17.2% |
| INGR | Buy | INGREDION INC | $5,365,896 | +1.2% | 46,782 | +3.1% | 0.10% | -16.0% |
| QCOM | Buy | QUALCOMM INC | $5,354,130 | +25.9% | 26,881 | +7.0% | 0.10% | +5.0% |
| IXUS | Buy | ISHARES TRcore msci total | $5,318,340 | +4.5% | 78,720 | +4.9% | 0.10% | -13.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,255,252 | +1.9% | 139,508 | -2.1% | 0.10% | -14.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $5,191,507 | -5.2% | 164,549 | -3.2% | 0.10% | -20.9% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $5,196,418 | +0.4% | 42,639 | +3.8% | 0.10% | -16.4% |
| UNP | Buy | UNION PAC CORP | $5,164,741 | -1.1% | 22,827 | +7.5% | 0.10% | -17.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $5,126,736 | +5.9% | 35,175 | +7.4% | 0.10% | -11.4% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $5,028,558 | +27.0% | 73,377 | +27.5% | 0.10% | +6.5% |
| CBSE | Buy | LISTED FD TRclough select eq | $5,047,399 | +18.0% | 165,993 | +7.6% | 0.10% | -2.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,001,248 | -0.8% | 74,903 | +0.1% | 0.10% | -17.6% |
| Buy | WISDOMTREE TRfloatng rat trea | $4,984,584 | +11.8% | 99,077 | +11.8% | 0.10% | -6.7% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,005,894 | +7.2% | 93,516 | +3.4% | 0.10% | -10.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,964,141 | +1.3% | 67,011 | +3.9% | 0.10% | -15.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $4,882,515 | +117.6% | 67,766 | +119.3% | 0.10% | +81.1% |
| CAT | Buy | CATERPILLAR INC | $4,866,549 | +25.1% | 14,610 | +37.6% | 0.10% | +3.3% |
| IYW | Buy | ISHARES TRu.s. tech etf | $4,852,790 | +1171.0% | 32,244 | +1040.6% | 0.10% | +955.6% |
| PFE | Buy | PFIZER INC | $4,788,253 | +4.1% | 171,131 | +3.2% | 0.09% | -13.0% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $4,766,541 | +15.0% | 110,953 | +16.2% | 0.09% | -5.1% |
| DYNF | New | BLACKROCK ETF TRUSTus eqt factor | $4,664,559 | – | 99,373 | +100.0% | 0.09% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $4,659,847 | +81.9% | 55,633 | +87.8% | 0.09% | +51.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,597,596 | +618.6% | 50,094 | +640.8% | 0.09% | +500.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $4,569,887 | -12.6% | 58,356 | -7.4% | 0.09% | -26.8% |
| ICSH | Buy | ISHARES TRblackrock ultra | $4,598,238 | +3.5% | 91,000 | +3.6% | 0.09% | -14.3% |
| DEO | New | DIAGEO PLCspon adr new | $4,560,251 | – | 36,170 | +100.0% | 0.09% | – |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $4,515,032 | -4.0% | 152,175 | -2.3% | 0.09% | -19.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $4,511,669 | +343.0% | 10,142 | +297.4% | 0.09% | +266.7% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $4,484,091 | +2.8% | 79,477 | +2.8% | 0.09% | -14.6% |
| CLX | Buy | CLOROX CO DEL | $4,449,893 | +1403.7% | 32,607 | +1586.9% | 0.09% | +1142.9% |
| COG | Buy | COTERRA ENERGY INC | $4,437,766 | +35.1% | 166,395 | +41.2% | 0.09% | +13.0% |
| EA | New | ELECTRONIC ARTS INC | $4,381,846 | – | 31,449 | +100.0% | 0.09% | – |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $4,400,914 | -14.1% | 105,970 | -11.0% | 0.09% | -28.9% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $4,340,218 | +16.9% | 96,600 | +17.9% | 0.08% | -2.3% |
| TGT | Buy | TARGET CORP | $4,292,452 | +442.0% | 28,995 | +548.8% | 0.08% | +342.1% |
| VMC | Sell | VULCAN MATLS CO | $4,252,674 | -9.4% | 17,101 | -0.6% | 0.08% | -25.2% |
| IXC | Buy | ISHARES TRglobal energ etf | $4,157,309 | +79894.4% | 100,152 | +82670.2% | 0.08% | – |
| TIP | New | ISHARES TRtips bd etf | $4,143,914 | – | 38,808 | +100.0% | 0.08% | – |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $4,128,820 | -25.0% | 143,014 | -24.9% | 0.08% | -37.7% |
| OXY | Buy | OCCIDENTAL PETE CORP | $4,090,231 | -2.4% | 64,893 | +0.7% | 0.08% | -19.2% |
| INFY | New | INFOSYS LTDsponsored adr | $4,028,763 | – | 216,367 | +100.0% | 0.08% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,035,198 | -2.3% | 37,832 | +1.2% | 0.08% | -18.6% |
| ET | Buy | ENERGY TRANSFER L P | $4,025,809 | +13.7% | 248,200 | +10.3% | 0.08% | -4.8% |
| INTC | Buy | INTEL CORP | $4,053,177 | +24.5% | 130,874 | +77.5% | 0.08% | +2.6% |
| LOW | Buy | LOWES COS INC | $3,962,397 | -2.7% | 17,973 | +12.4% | 0.08% | -18.8% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $3,892,773 | +12.7% | 93,129 | +13.5% | 0.08% | -6.2% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,701,684 | +36.7% | 56,993 | +38.7% | 0.07% | +14.1% |
| SLV | Sell | ISHARES SILVER TRishares | $3,712,276 | +14.1% | 139,717 | -2.3% | 0.07% | -5.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $3,745,987 | -2.6% | 29,454 | +0.5% | 0.07% | -18.9% |
| KR | Buy | KROGER CO | $3,658,303 | -10.7% | 73,269 | +2.1% | 0.07% | -25.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $3,664,782 | +16.5% | 14,057 | +0.6% | 0.07% | -2.7% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $3,669,745 | +1.5% | 84,732 | -1.9% | 0.07% | -15.3% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $3,673,446 | -79.3% | 6 | -78.6% | 0.07% | -82.8% |
| IXN | Sell | ISHARES TRglobal tech etf | $3,633,993 | +9.8% | 43,878 | -0.8% | 0.07% | -9.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $3,610,355 | -4.3% | 21,390 | -0.6% | 0.07% | -20.2% |
| Sell | DIMENSIONAL ETF TRUSTnatl mun bd etf | $3,507,417 | -3.6% | 73,423 | -2.9% | 0.07% | -19.8% | |
| IGIB | Buy | ISHARES TR | $3,527,735 | +453.8% | 68,820 | +457.4% | 0.07% | +360.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $3,536,122 | -1.0% | 46,176 | -1.3% | 0.07% | -17.9% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $3,410,862 | -2.2% | 70,067 | -0.2% | 0.07% | -18.3% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $3,418,119 | +5.0% | 58,082 | +1.6% | 0.07% | -13.0% |
| USRT | Sell | ISHARES TRcre u s reit etf | $3,433,219 | -6.4% | 64,100 | -6.0% | 0.07% | -22.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,420,733 | +10.9% | 7,563 | +2.4% | 0.07% | -8.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $3,396,132 | -4.9% | 12,936 | -1.9% | 0.07% | -20.2% |
| Buy | LINDE PLC | $3,370,429 | -3.5% | 7,681 | +2.1% | 0.07% | -19.5% | |
| Buy | SOUTHERN STS BANCSHARES INC | $3,365,740 | +4.7% | 124,014 | +0.0% | 0.07% | -13.2% | |
| INTU | Buy | INTUIT | $3,381,149 | +898.4% | 5,145 | +887.5% | 0.07% | +725.0% |
| Sell | AMERICAN CENTY ETF TRavantis responsi | $3,312,197 | -11.7% | 59,641 | -9.5% | 0.06% | -26.1% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $3,325,706 | +8.1% | 41,018 | +12.1% | 0.06% | -9.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $3,294,004 | +0.2% | 18,059 | +1.0% | 0.06% | -15.6% |
| WFC | Buy | WELLS FARGO CO NEW | $3,268,740 | +14.2% | 55,039 | +11.5% | 0.06% | -4.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,223,364 | -7.7% | 13,603 | +4.6% | 0.06% | -23.2% |
| IP | Buy | INTERNATIONAL PAPER CO | $3,113,932 | +10.7% | 72,165 | +0.1% | 0.06% | -7.6% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $3,099,675 | -2.0% | 106,959 | -1.4% | 0.06% | -17.6% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,115,503 | +0.3% | 51,667 | +0.3% | 0.06% | -16.4% |
| UCBI | Buy | UNITED CMNTY BKS BLAIRSVLE G | $3,041,350 | +37.4% | 119,456 | +42.1% | 0.06% | +15.4% |
| HON | Buy | HONEYWELL INTL INC | $3,055,916 | +26.8% | 14,311 | +21.8% | 0.06% | +5.3% |
| AOM | Sell | ISHARES TRmodert alloc etf | $3,008,339 | -33.8% | 69,945 | -34.2% | 0.06% | -44.9% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $2,985,495 | +58.5% | 117,864 | +44.0% | 0.06% | +34.1% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $3,025,613 | -45.3% | 58,174 | -45.2% | 0.06% | -54.6% |
| IBB | Buy | ISHARES TRishares biotech | $3,031,409 | +96.9% | 22,085 | +96.8% | 0.06% | +63.9% |
| IRM | Buy | IRON MTN INC DEL | $2,986,495 | +13.1% | 33,324 | +1.2% | 0.06% | -4.8% |
| SCHW | Buy | SCHWAB CHARLES CORP | $3,006,546 | +67.0% | 40,800 | +64.0% | 0.06% | +40.5% |
| DIS | Buy | DISNEY WALT CO | $2,972,021 | -1.6% | 29,933 | +21.3% | 0.06% | -18.3% |
| NEE | Buy | NEXTERA ENERGY INC | $2,928,829 | +176.0% | 41,362 | +149.2% | 0.06% | +128.0% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $2,921,671 | -5.9% | 27,953 | -1.3% | 0.06% | -21.9% |
| EMXC | New | ISHARES INCmsci emrg chn | $2,863,920 | – | 48,377 | +100.0% | 0.06% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $2,846,177 | +6.6% | 69,845 | +10.5% | 0.06% | -11.1% |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $2,843,992 | -1.9% | 39,467 | -0.6% | 0.06% | -17.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,785,509 | -2.1% | 40,879 | -5.7% | 0.06% | -17.9% |
| CRM | Buy | SALESFORCE INC | $2,790,019 | -4.1% | 10,852 | +12.3% | 0.06% | -20.3% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $2,826,157 | +2.8% | 34,771 | +3.1% | 0.06% | -15.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,762,811 | +102.9% | 55,135 | +104.9% | 0.05% | +68.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,777,653 | -8.5% | 58,539 | -5.0% | 0.05% | -23.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $2,705,507 | +8.0% | 36,126 | +8.8% | 0.05% | -10.2% |
| BX | Buy | BLACKSTONE INC | $2,644,706 | +0.5% | 21,363 | +6.6% | 0.05% | -16.1% |
| FIW | Buy | FIRST TR EXCHANGE-TRADED FDwtr etf | $2,585,856 | +0.2% | 25,864 | +2.4% | 0.05% | -16.4% |
| ADBE | Buy | ADOBE INC | $2,597,543 | +47.7% | 4,676 | +34.1% | 0.05% | +24.4% |
| RTX | Buy | RTX CORPORATION | $2,615,294 | +168.3% | 26,051 | +160.6% | 0.05% | +121.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,580,943 | +51.2% | 14,141 | +58.9% | 0.05% | +27.5% |
| MGMT | Buy | UNIFIED SER TRballast smlmd cp | $2,559,930 | +30.2% | 71,347 | +37.6% | 0.05% | +8.7% |
| FSK | Sell | FS KKR CAP CORP | $2,501,843 | +1.1% | 126,804 | -2.2% | 0.05% | -15.5% |
| VKTX | New | VIKING THERAPEUTICS INC | $2,520,944 | – | 47,556 | +100.0% | 0.05% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRfundamental emer | $2,428,606 | +38.1% | 82,131 | +29.7% | 0.05% | +17.1% |
| ESML | Sell | ISHARES TResg aware msci | $2,444,485 | -32.1% | 63,493 | -28.9% | 0.05% | -43.5% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $2,424,229 | +5.4% | 102,852 | +8.4% | 0.05% | -11.1% |
| SONY | New | SONY GROUP CORPsponsored adr | $2,458,727 | – | 28,943 | +100.0% | 0.05% | – |
| BLK | Buy | BLACKROCK INC | $2,467,500 | +11.6% | 3,134 | +18.2% | 0.05% | -7.7% |
| MU | Buy | MICRON TECHNOLOGY INC | $2,461,166 | +38.5% | 18,712 | +24.1% | 0.05% | +14.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $2,457,437 | -7.8% | 11,446 | +9.4% | 0.05% | -23.8% |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $2,400,827 | +3.0% | 1,426 | 0.0% | 0.05% | -14.5% | |
| ETN | Buy | EATON CORP PLC | $2,395,569 | +4.6% | 7,640 | +4.3% | 0.05% | -13.0% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $2,378,224 | +26.1% | 96,558 | +28.4% | 0.05% | +6.8% | |
| PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $2,407,787 | -3.5% | 56,428 | -3.8% | 0.05% | -20.3% |
| NEM | Buy | NEWMONT CORP | $2,401,709 | +629.0% | 57,361 | +524.0% | 0.05% | +487.5% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $2,334,358 | -4.0% | 47,865 | -3.4% | 0.05% | -19.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,353,509 | +16.8% | 23,226 | +5.6% | 0.05% | -2.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $2,322,424 | -25.6% | 47,846 | -26.6% | 0.05% | -37.0% |
| Sell | GRAYSCALE BITCOIN TR BTC | $2,282,452 | -16.8% | 42,871 | -1.3% | 0.04% | -30.8% | |
| PKG | Buy | PACKAGING CORP AMER | $2,281,333 | -2.9% | 12,496 | +0.9% | 0.04% | -18.2% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,282,392 | -11.2% | 82,486 | -10.0% | 0.04% | -25.0% |
| KKR | Buy | KKR & CO INC | $2,291,845 | +4.8% | 21,777 | +0.1% | 0.04% | -11.8% |
| RSF | Sell | RIVERNORTH CAP AND INCM FD I | $2,273,479 | -9.1% | 148,013 | -6.1% | 0.04% | -23.7% |
| MMM | Buy | 3M CO | $2,220,404 | +255.7% | 21,728 | +269.2% | 0.04% | +193.3% |
| ITA | Buy | ISHARES TRus aer def etf | $2,171,406 | +4.8% | 16,444 | +4.7% | 0.04% | -12.2% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $2,173,814 | -2.9% | 8,172 | -1.2% | 0.04% | -18.9% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $2,199,068 | +3.2% | 44,096 | +3.3% | 0.04% | -14.0% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $2,201,796 | +35.7% | 35,365 | +38.9% | 0.04% | +13.2% |
| New | DRAFTKINGS INC NEW | $2,175,423 | – | 56,993 | +100.0% | 0.04% | – | |
| DHR | Buy | DANAHER CORPORATION | $2,215,709 | +1.1% | 8,868 | +1.1% | 0.04% | -17.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,140,995 | +2.6% | 50,270 | -1.0% | 0.04% | -14.3% |
| SPTL | New | SPDR SER TRportfolio ln tsr | $2,137,838 | – | 78,539 | +100.0% | 0.04% | – |
| NFLX | Sell | NETFLIX INC | $2,130,583 | +4.2% | 3,157 | -6.3% | 0.04% | -12.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,161,142 | +23.7% | 4,627 | +20.5% | 0.04% | +2.4% |
| AAPL | New | APPLE INCput | $2,127,262 | – | 10,100 | +100.0% | 0.04% | – |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $2,138,430 | +2.9% | 8,925 | 0.0% | 0.04% | -14.3% | |
| IYJ | Buy | ISHARES TRus industrials | $2,166,959 | -4.5% | 18,143 | +0.5% | 0.04% | -20.8% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,113,598 | – | 31,082 | +100.0% | 0.04% | – |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $2,110,944 | -3.8% | 21,299 | 0.0% | 0.04% | -21.2% | |
| JPIB | Buy | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $2,113,461 | +45.1% | 44,848 | +46.6% | 0.04% | +20.6% |
| EMR | Buy | EMERSON ELEC CO | $2,065,580 | +14.4% | 18,751 | +17.7% | 0.04% | -7.0% |
| DOCU | Sell | DOCUSIGN INC | $2,039,581 | -11.4% | 38,123 | -1.4% | 0.04% | -25.9% |
| BA | Sell | BOEING CO | $2,048,515 | -8.9% | 11,255 | -3.4% | 0.04% | -24.5% |
| SPMB | New | SPDR SER TRport mtg bk etf | $2,046,945 | – | 94,898 | +100.0% | 0.04% | – |
| TXN | Buy | TEXAS INSTRS INC | $1,993,381 | +25.6% | 10,248 | +12.5% | 0.04% | +5.4% |
| TFC | Sell | TRUIST FINL CORP | $1,980,133 | -12.8% | 50,969 | -12.5% | 0.04% | -26.4% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $1,941,476 | +1.9% | 81,030 | +1.1% | 0.04% | -15.6% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $1,942,381 | -2.9% | 19,849 | -1.9% | 0.04% | -19.1% |
| GILD | Buy | GILEAD SCIENCES INC | $1,870,060 | -3.5% | 27,256 | +3.0% | 0.04% | -19.6% |
| FDS | New | FACTSET RESH SYS INC | $1,862,528 | – | 4,562 | +100.0% | 0.04% | – |
| CI | Buy | THE CIGNA GROUP | $1,867,114 | +6.4% | 5,648 | +17.0% | 0.04% | -9.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,899,965 | +12.7% | 22,629 | +12.2% | 0.04% | -7.5% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $1,882,445 | +3.1% | 32,973 | +4.2% | 0.04% | -14.0% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $1,815,167 | +37.1% | 3,148 | +24.7% | 0.04% | +16.1% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,814,519 | +729.2% | 43,080 | +753.7% | 0.04% | +620.0% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $1,861,135 | +123.9% | 162,403 | +116.3% | 0.04% | +80.0% |
| IDU | New | ISHARES TRu.s. utilits etf | $1,813,520 | – | 20,636 | +100.0% | 0.04% | – |
| BKH | New | BLACK HILLS CORP | $1,859,078 | – | 34,187 | +100.0% | 0.04% | – |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $1,785,969 | -16.1% | 35,212 | -14.5% | 0.04% | -30.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,764,036 | +7.2% | 26,756 | +3.6% | 0.04% | -10.3% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $1,797,603 | +3.6% | 47,949 | +1.0% | 0.04% | -14.6% |
| GRID | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,792,530 | +0.8% | 15,509 | 0.0% | 0.04% | -16.7% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,806,616 | +5.8% | 46,134 | +17.1% | 0.04% | -12.5% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,719,447 | +189.4% | 63,908 | +192.5% | 0.03% | +142.9% | |
| VFH | Sell | VANGUARD WORLD FDfinancials etf | $1,753,938 | -4.6% | 17,560 | -2.2% | 0.03% | -20.9% |
| AMAT | Buy | APPLIED MATLS INC | $1,749,276 | +19.8% | 7,412 | +4.7% | 0.03% | 0.0% |
| Buy | GE AEROSPACE | $1,744,968 | +11.8% | 10,977 | +23.5% | 0.03% | -8.1% | |
| MO | Buy | ALTRIA GROUP INC | $1,737,925 | +12.4% | 38,154 | +7.6% | 0.03% | -5.6% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $1,727,593 | +119.2% | 61,656 | +120.4% | 0.03% | +78.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,746,266 | -4.4% | 37,005 | -3.9% | 0.03% | -20.9% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,734,394 | +11.0% | 73,243 | +11.7% | 0.03% | -8.1% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,660,083 | +117.1% | 17,109 | +146.3% | 0.03% | +83.3% |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,703,629 | +14.4% | 3,144 | +9.4% | 0.03% | -5.7% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $1,690,735 | -0.6% | 146,384 | +2.2% | 0.03% | -17.5% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,627,696 | -4.9% | 38,571 | -4.1% | 0.03% | -20.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,627,442 | -3.4% | 35,604 | -2.4% | 0.03% | -20.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,634,930 | +3.8% | 31,405 | +4.6% | 0.03% | -13.5% |
| CSX | Buy | CSX CORP | $1,610,129 | +64.1% | 48,135 | +81.8% | 0.03% | +39.1% |
| CME | Buy | CME GROUP INC | $1,617,175 | -8.6% | 8,226 | +0.1% | 0.03% | -23.8% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,639,655 | -3.8% | 3,064 | 0.0% | 0.03% | -20.0% | |
| GLD | Buy | SPDR GOLD TR | $1,582,494 | +60.6% | 7,360 | +53.7% | 0.03% | +34.8% |
| VPU | Buy | VANGUARD WORLD FDutilities etf | $1,575,519 | +369.4% | 10,651 | +352.5% | 0.03% | +287.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,600,273 | -1.0% | 4,091 | +0.7% | 0.03% | -18.4% |
| WMB | Buy | WILLIAMS COS INC | $1,575,814 | +29.5% | 37,078 | +18.7% | 0.03% | +6.9% |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $1,570,381 | – | 214,240 | +100.0% | 0.03% | – |
| ARCC | Buy | ARES CAPITAL CORP | $1,592,897 | +6.8% | 76,435 | +6.7% | 0.03% | -11.4% |
| DVY | Buy | ISHARES TRselect divid etf | $1,577,430 | +16.9% | 13,039 | +19.0% | 0.03% | -3.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,560,123 | +18.1% | 6,536 | +23.6% | 0.03% | 0.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $1,516,016 | +194.1% | 16,188 | +197.2% | 0.03% | +150.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,518,568 | +107.1% | 9,362 | +130.4% | 0.03% | +76.5% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $1,508,962 | -16.5% | 71,719 | -16.1% | 0.03% | -30.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,510,500 | -3.7% | 23,082 | +3.0% | 0.03% | -18.9% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,505,259 | -20.8% | 23,727 | -18.6% | 0.03% | -33.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $1,501,916 | +56.2% | 379 | +43.0% | 0.03% | +26.1% |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,454,135 | -5.3% | 13,996 | -1.3% | 0.03% | -19.4% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $1,488,144 | +20.0% | 33,329 | +21.2% | 0.03% | 0.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,425,383 | +7.0% | 24,580 | +7.1% | 0.03% | -9.7% |
| AVMU | AMERICAN CENTY ETF TRcore muni fxd in | $1,424,539 | -0.9% | 30,875 | 0.0% | 0.03% | -17.6% | |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,430,171 | -1.1% | 25,521 | +3.4% | 0.03% | -17.6% |
| HEFA | New | ISHARES TRhdg msci eafe | $1,443,605 | – | 40,602 | +100.0% | 0.03% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $1,414,035 | +11.8% | 71,164 | +3.2% | 0.03% | -6.7% |
| New | NEOS ETF TRUSTneos s&p 500 hi | $1,425,934 | – | 28,433 | +100.0% | 0.03% | – | |
| FNDX | New | SCHWAB STRATEGIC TRfundamental us l | $1,452,228 | – | 21,682 | +100.0% | 0.03% | – |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $1,364,158 | -74.2% | 13,037 | -74.0% | 0.03% | -78.2% |
| DVN | Sell | DEVON ENERGY CORP NEW | $1,383,826 | -5.9% | 29,195 | -0.4% | 0.03% | -22.9% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,361,076 | +24.2% | 44,684 | +20.4% | 0.03% | +3.8% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,377,272 | +18.7% | 30,999 | +18.6% | 0.03% | 0.0% |
| CB | Buy | CHUBB LIMITED | $1,365,993 | +0.8% | 5,355 | +2.4% | 0.03% | -15.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,370,030 | +11.8% | 23,609 | +29.0% | 0.03% | -6.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,387,632 | +304.7% | 4,650 | +371.1% | 0.03% | +237.5% |
| GPN | Buy | GLOBAL PMTS INC | $1,363,664 | -22.9% | 14,102 | +6.6% | 0.03% | -35.7% |
| PXH | Sell | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,366,314 | -31.7% | 67,472 | -34.3% | 0.03% | -42.6% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $1,340,383 | +20.3% | 2,378 | +19.7% | 0.03% | 0.0% |
| WTRG | New | ESSENTIAL UTILS INC | $1,339,176 | – | 35,874 | +100.0% | 0.03% | – |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $1,326,997 | +8.0% | 67,429 | +10.6% | 0.03% | -10.3% |
| IJJ | ISHARES TRs&p mc 400vl etf | $1,307,173 | -4.1% | 11,521 | 0.0% | 0.03% | -18.8% | |
| GD | Buy | GENERAL DYNAMICS CORP | $1,290,788 | +26.7% | 4,449 | +23.4% | 0.02% | +4.2% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $1,264,426 | -9.1% | 3,259 | +0.6% | 0.02% | -24.2% |
| SSB | Buy | SOUTHSTATE CORPORATION | $1,300,165 | -6.8% | 17,013 | +3.7% | 0.02% | -24.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,291,688 | +42.5% | 1,223 | +52.3% | 0.02% | +19.0% |
| FDX | Buy | FEDEX CORP | $1,279,496 | +25.4% | 4,267 | +21.2% | 0.02% | +4.2% |
| CMI | Buy | CUMMINS INC | $1,280,297 | -2.4% | 4,623 | +3.8% | 0.02% | -19.4% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $1,286,917 | +36.1% | 25,547 | +37.0% | 0.02% | +13.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,275,060 | -20.4% | 4,941 | -25.3% | 0.02% | -34.2% |
| ON | Buy | ON SEMICONDUCTOR CORP | $1,290,458 | -6.4% | 18,825 | +0.4% | 0.02% | -21.9% |
| ESGR | Buy | ENSTAR GROUP LIMITED | $1,223,717 | -1.6% | 4,003 | +0.1% | 0.02% | -17.2% |
| DOW | Buy | DOW INC | $1,227,878 | +9.4% | 23,146 | +19.5% | 0.02% | -7.7% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,227,356 | +48.0% | 5,077 | +54.6% | 0.02% | +20.0% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,220,690 | -41.8% | 22,102 | -40.5% | 0.02% | -51.0% |
| WELL | Buy | WELLTOWER INC | $1,246,413 | +14.0% | 11,956 | +2.1% | 0.02% | -7.7% |
| XAR | Sell | SPDR SER TRaerospace def | $1,223,683 | -5.0% | 8,742 | -4.6% | 0.02% | -20.0% |
| RY | Buy | ROYAL BK CDA | $1,231,668 | +43.1% | 11,578 | +35.7% | 0.02% | +20.0% |
| VDE | Buy | VANGUARD WORLD FDenergy etf | $1,238,122 | +255.5% | 9,705 | +266.9% | 0.02% | +200.0% |
| MCK | Buy | MCKESSON CORP | $1,240,649 | +205.0% | 2,124 | +180.2% | 0.02% | +140.0% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,230,226 | +1.1% | 7,989 | +0.9% | 0.02% | -17.2% |
| KMX | Buy | CARMAX INC | $1,177,327 | +26.4% | 16,053 | +50.2% | 0.02% | +4.5% |
| C | Buy | CITIGROUP INC | $1,174,213 | +3.3% | 18,503 | +3.0% | 0.02% | -14.8% |
| COP | Buy | CONOCOPHILLIPS | $1,194,469 | +15.4% | 10,443 | +28.4% | 0.02% | -4.2% |
| S | Buy | SENTINELONE INCcl a | $1,157,961 | -4.8% | 55,010 | +5.4% | 0.02% | -20.7% |
| ISCF | Sell | ISHARES TRinternational sl | $1,162,248 | -12.7% | 36,061 | -10.6% | 0.02% | -25.8% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $1,166,931 | -3.2% | 11,882 | 0.0% | 0.02% | -17.9% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,099,377 | +10.0% | 1,046 | +0.8% | 0.02% | -8.3% |
| SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $1,132,679 | -9.7% | 64,430 | 0.0% | 0.02% | -26.7% | |
| DG | Buy | DOLLAR GEN CORP NEW | $1,128,222 | +26.2% | 8,532 | +48.9% | 0.02% | +4.8% |
| O | New | REALTY INCOME CORP | $1,117,472 | – | 21,156 | +100.0% | 0.02% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,098,871 | +31.4% | 2,491 | +43.4% | 0.02% | +10.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $1,132,189 | -11.1% | 8,381 | +6.3% | 0.02% | -26.7% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,112,377 | -2.7% | 12,622 | -0.2% | 0.02% | -18.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,107,116 | +0.0% | 5,696 | +1.7% | 0.02% | -15.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,139,355 | +97.5% | 7,982 | +77.7% | 0.02% | +57.1% |
| MET | Buy | METLIFE INC | $1,120,459 | -5.1% | 15,963 | +0.2% | 0.02% | -21.4% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $1,083,109 | +4.2% | 14,864 | +0.1% | 0.02% | -12.5% |
| GLW | Buy | CORNING INC | $1,081,916 | +20.3% | 27,849 | +2.1% | 0.02% | 0.0% |
| RNST | Buy | RENASANT CORP | $1,047,491 | -2.5% | 34,299 | +0.0% | 0.02% | -16.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,060,675 | -9.9% | 21,793 | -9.0% | 0.02% | -25.0% |
| CTAS | Buy | CINTAS CORP | $999,773 | +72.2% | 1,428 | +68.8% | 0.02% | +42.9% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap value | $1,017,251 | +1.6% | 18,482 | +4.7% | 0.02% | -16.7% |
| CVS | Buy | CVS HEALTH CORP | $998,536 | -10.9% | 16,907 | +20.3% | 0.02% | -23.1% |
| NKE | Buy | NIKE INCcl b | $1,008,892 | -8.7% | 13,386 | +13.8% | 0.02% | -23.1% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,025,383 | +94.9% | 12,739 | +85.7% | 0.02% | +66.7% |
| TJX | Buy | TJX COS INC NEW | $1,001,749 | +54.9% | 9,099 | +42.7% | 0.02% | +33.3% |
| LRCX | Buy | LAM RESEARCH CORP | $987,138 | +12.4% | 927 | +2.5% | 0.02% | -9.5% |
| ILCV | New | ISHARES TRmorningstar valu | $959,436 | – | 12,571 | +100.0% | 0.02% | – |
| TRMK | Buy | TRUSTMARK CORP | $958,336 | +6.9% | 31,902 | +0.1% | 0.02% | -9.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $975,728 | +4.2% | 16,292 | +0.3% | 0.02% | -13.6% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $944,365 | +52.6% | 17,485 | +92.5% | 0.02% | +26.7% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $932,463 | +20.4% | 22,682 | +23.4% | 0.02% | 0.0% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $894,098 | -6.4% | 13,102 | -2.1% | 0.02% | -18.2% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $933,844 | -6.7% | 16,159 | -1.4% | 0.02% | -25.0% |
| HYDB | New | ISHARES TRhigh yld systm b | $925,941 | – | 19,938 | +100.0% | 0.02% | – |
| DON | Sell | WISDOMTREE TRus midcap divid | $914,073 | -5.3% | 19,544 | -1.3% | 0.02% | -21.7% |
| DHS | Sell | WISDOMTREE TRus high dividend | $897,581 | -11.0% | 10,611 | -8.8% | 0.02% | -25.0% |
| AZO | Buy | AUTOZONE INC | $914,780 | +35.2% | 309 | +43.7% | 0.02% | +12.5% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $939,410 | -5.9% | 18,188 | -4.8% | 0.02% | -25.0% |
| KHC | Buy | KRAFT HEINZ CO | $914,280 | +302.4% | 28,376 | +360.9% | 0.02% | +260.0% |
| AOK | Buy | ISHARES TRconser alloc etf | $926,296 | +42.8% | 25,085 | +42.4% | 0.02% | +20.0% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $909,398 | – | 4,614 | +100.0% | 0.02% | – |
| PAYX | Buy | PAYCHEX INC | $907,835 | +7.9% | 7,657 | +11.8% | 0.02% | -10.0% |
| SPGI | Buy | S&P GLOBAL INC | $921,338 | +27.1% | 2,066 | +21.2% | 0.02% | +5.9% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $915,487 | -23.9% | 45,683 | -20.1% | 0.02% | -35.7% |
| NVS | Buy | NOVARTIS AGsponsored adr | $907,426 | +116.3% | 8,524 | +96.5% | 0.02% | +80.0% |
| HAE | New | HAEMONETICS CORP MASS | $896,545 | – | 10,837 | +100.0% | 0.02% | – |
| LAD | Buy | LITHIA MTRS INC | $863,588 | -1.0% | 3,421 | +18.0% | 0.02% | -19.0% |
| CNI | Buy | CANADIAN NATL RY CO | $843,890 | +161.7% | 7,144 | +191.8% | 0.02% | +112.5% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $892,242 | -5.3% | 66,985 | -0.6% | 0.02% | -22.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $843,408 | +11.1% | 7,886 | +7.8% | 0.02% | -5.6% |
| VCR | Sell | VANGUARD WORLD FDconsum dis etf | $889,004 | -4.2% | 2,846 | -2.5% | 0.02% | -22.7% |
| PWB | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $848,771 | +5.8% | 8,986 | 0.0% | 0.02% | -10.5% | |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $891,630 | – | 49,923 | +100.0% | 0.02% | – |
| Sell | ROCKET LAB USA INC | $826,584 | +16.7% | 172,205 | -0.1% | 0.02% | -5.9% | |
| WPC | Sell | WP CAREY INC | $829,573 | -4.3% | 15,069 | -1.9% | 0.02% | -20.0% |
| MSTR | MICROSTRATEGY INCcl a new | $840,263 | -19.2% | 610 | 0.0% | 0.02% | -33.3% | |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $836,692 | +175.5% | 84,259 | +130.0% | 0.02% | +128.6% |
| BIZD | Buy | VANECK ETF TRUST | $828,211 | +6.3% | 48,405 | +5.0% | 0.02% | -11.1% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $814,559 | -41.2% | 14,223 | -41.0% | 0.02% | -51.5% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $815,420 | -5.6% | 8,439 | -8.9% | 0.02% | -20.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $820,276 | +167.9% | 9,271 | +171.6% | 0.02% | +128.6% |
| INDY | ISHARES TRindia 50 etf | $826,096 | +6.4% | 15,395 | 0.0% | 0.02% | -11.1% | |
| TFLO | New | ISHARES TRtrs flt rt bd | $798,668 | – | 15,765 | +100.0% | 0.02% | – |
| ARKK | Sell | ARK ETF TRinnovation etf | $799,319 | -33.4% | 18,187 | -24.1% | 0.02% | -42.9% |
| MKL | Buy | MARKEL GROUP INC | $820,919 | +4.0% | 521 | +0.4% | 0.02% | -15.8% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $787,596 | -1.6% | 15,184 | +3.3% | 0.02% | -21.1% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $780,808 | -19.7% | 33,254 | -1.7% | 0.02% | -34.8% |
| PPL | Buy | PPL CORP | $786,366 | +13.5% | 28,440 | +13.0% | 0.02% | -6.2% |
| CCI | New | CROWN CASTLE INC | $742,324 | – | 7,598 | +100.0% | 0.02% | – |
| New | SK TELECOM LTDsponsored adr | $770,203 | – | 36,799 | +100.0% | 0.02% | – | |
| DGX | Buy | QUEST DIAGNOSTICS INC | $746,407 | +60.7% | 5,453 | +56.3% | 0.02% | +36.4% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $750,352 | +170.0% | 7,855 | +170.2% | 0.02% | +114.3% |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $789,724 | +1.3% | 35,303 | +1.4% | 0.02% | -16.7% |
| PSN | New | PARSONS CORP DEL | $747,825 | – | 9,141 | +100.0% | 0.02% | – |
| PSX | Buy | PHILLIPS 66 | $748,073 | -6.4% | 5,299 | +8.3% | 0.02% | -21.1% |
| ADI | Buy | ANALOG DEVICES INC | $773,695 | +82.5% | 3,390 | +58.2% | 0.02% | +50.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $780,590 | +113.5% | 3,127 | +105.0% | 0.02% | +66.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $781,622 | -1.5% | 8,575 | +2.0% | 0.02% | -21.1% |
| Sell | PHILLIPS EDISON & CO INC | $760,671 | -13.3% | 23,255 | -4.9% | 0.02% | -28.6% | |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $736,424 | +0.2% | 6,161 | +0.1% | 0.01% | -17.6% |
| IVLU | New | ISHARES TRmsci intl vlu ft | $716,184 | – | 26,100 | +100.0% | 0.01% | – |
| SOXX | Buy | ISHARES TRishares semicdtr | $697,531 | +40.9% | 2,828 | +29.1% | 0.01% | +16.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $703,046 | +26.9% | 4,522 | +31.9% | 0.01% | +7.7% |
| ROM | PROSHARES TR | $712,266 | +15.0% | 10,200 | 0.0% | 0.01% | -6.7% | |
| Buy | SHELL PLCspon ads | $711,511 | +11.7% | 9,857 | +3.7% | 0.01% | -6.7% | |
| D | Buy | DOMINION ENERGY INC | $703,986 | +154.8% | 14,367 | +155.8% | 0.01% | +100.0% |
| DUSA | New | DAVIS FUNDAMENTAL ETF TRselect us eqty | $717,206 | – | 17,656 | +100.0% | 0.01% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $711,569 | – | 8,075 | +100.0% | 0.01% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $697,040 | +18.0% | 9,051 | +4.9% | 0.01% | 0.0% |
| AFL | Buy | AFLAC INC | $721,544 | +17.2% | 8,079 | +12.6% | 0.01% | 0.0% |
| ABEV | New | AMBEV SAsponsored adr | $737,758 | – | 359,882 | +100.0% | 0.01% | – |
| ALLY | Buy | ALLY FINL INC | $737,562 | -2.1% | 18,592 | +0.2% | 0.01% | -22.2% |
| TT | New | TRANE TECHNOLOGIES PLC | $707,924 | – | 2,152 | +100.0% | 0.01% | – |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $707,900 | +0.3% | 7,115 | +0.2% | 0.01% | -17.6% |
| LH | New | LABORATORY CORP AMER HLDGS | $661,980 | – | 3,253 | +100.0% | 0.01% | – |
| TEQI | New | T ROWE PRICE ETF INC | $685,607 | – | 17,474 | +100.0% | 0.01% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $648,635 | +85.9% | 7,393 | +82.4% | 0.01% | +62.5% |
| Sell | DIMENSIONAL ETF TRUST | $681,713 | -40.2% | 16,411 | -39.6% | 0.01% | -51.9% | |
| IEV | Buy | ISHARES TReurope etf | $669,551 | +757.2% | 12,227 | +771.5% | 0.01% | +550.0% |
| SYK | Buy | STRYKER CORPORATION | $686,666 | +6.6% | 2,018 | +12.1% | 0.01% | -13.3% |
| MDT | Buy | MEDTRONIC PLC | $663,559 | +25.0% | 8,430 | +38.4% | 0.01% | +8.3% |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $657,814 | +10.9% | 10,823 | +8.9% | 0.01% | -7.1% |
| WAT | New | WATERS CORP | $666,406 | – | 2,297 | +100.0% | 0.01% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $647,987 | +106.6% | 10,272 | +90.4% | 0.01% | +85.7% |
| PLXS | Buy | PLEXUS CORP | $670,361 | +13.0% | 6,497 | +3.8% | 0.01% | -7.1% |
| SBI | Sell | WESTERN ASSET INTER MUNI FD | $652,736 | -2.8% | 83,045 | -2.1% | 0.01% | -18.8% |
| CTVA | Buy | CORTEVA INC | $660,383 | +71.4% | 12,243 | +83.3% | 0.01% | +44.4% |
| PALC | Buy | PACER FDS TRlunt lrgcp multi | $671,987 | +46.4% | 13,816 | +40.4% | 0.01% | +18.2% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $676,251 | +25.4% | 8,671 | +8.9% | 0.01% | 0.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $683,004 | +50.9% | 4,789 | +39.2% | 0.01% | +18.2% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $647,108 | -6.2% | 28,978 | -4.4% | 0.01% | -18.8% |
| OKE | Buy | ONEOK INC NEW | $678,748 | +190.1% | 8,323 | +185.2% | 0.01% | +116.7% |
| Buy | SPX TECHNOLOGIES INC | $595,851 | +82.7% | 4,192 | +58.2% | 0.01% | +50.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $600,806 | +53.6% | 5,609 | +56.2% | 0.01% | +33.3% |
| BLKB | New | BLACKBAUD INC | $587,347 | – | 7,711 | +100.0% | 0.01% | – |
| SPIP | Sell | SPDR SER TRportfli tips etf | $598,031 | -1.6% | 23,526 | -0.8% | 0.01% | -14.3% |
| BBDC | Buy | BARINGS BDC INC | $624,591 | +9.7% | 64,192 | +4.9% | 0.01% | -7.7% |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $635,471 | -10.4% | 9,862 | -4.7% | 0.01% | -29.4% |
| DAL | New | DELTA AIR LINES INC DEL | $609,045 | – | 12,838 | +100.0% | 0.01% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $599,106 | -9.9% | 2,946 | +1.9% | 0.01% | -25.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $627,412 | +10.1% | 2,324 | +6.8% | 0.01% | -7.7% |
| VLO | Sell | VALERO ENERGY CORP | $608,473 | -21.2% | 3,882 | -14.2% | 0.01% | -33.3% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $623,427 | +9.9% | 15,875 | +14.4% | 0.01% | -7.7% | |
| PGR | New | PROGRESSIVE CORP | $636,446 | – | 3,064 | +100.0% | 0.01% | – |
| MAS | New | MASCO CORP | $597,363 | – | 8,960 | +100.0% | 0.01% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $603,518 | +5.8% | 30,221 | +7.6% | 0.01% | -7.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $609,446 | +126.1% | 11,185 | +141.2% | 0.01% | +100.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $626,899 | +48.0% | 1,636 | +23.8% | 0.01% | +20.0% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $589,599 | +15.2% | 7,489 | +29.0% | 0.01% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $594,590 | +5.4% | 7,890 | +3.8% | 0.01% | -7.7% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $552,179 | – | 1,847 | +100.0% | 0.01% | – |
| Buy | CONSTELLATION ENERGY CORP | $582,385 | +19.4% | 2,908 | +10.2% | 0.01% | 0.0% | |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $571,682 | -39.9% | 22,895 | -39.3% | 0.01% | -50.0% |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $542,191 | – | 6,019 | +100.0% | 0.01% | – |
| OZK | Buy | BANK OZK LITTLE ROCK ARK | $583,149 | -8.2% | 14,223 | +1.8% | 0.01% | -26.7% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $555,869 | – | 30,779 | +100.0% | 0.01% | – |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $553,262 | +112.7% | 4,669 | +114.5% | 0.01% | +83.3% |
| QGRO | AMERICAN CENTY ETF TRus quality grow | $579,180 | +1.2% | 6,737 | 0.0% | 0.01% | -15.4% | |
| YUM | Buy | YUM BRANDS INC | $540,967 | +18.4% | 4,084 | +23.9% | 0.01% | 0.0% |
| GOVT | Buy | ISHARES TRus treas bd etf | $569,127 | +4.4% | 25,216 | +5.3% | 0.01% | -15.4% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $540,545 | +6.7% | 11,792 | +8.3% | 0.01% | -8.3% |
| UBER | New | UBER TECHNOLOGIES INC | $544,479 | – | 7,491 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC | $551,456 | – | 701 | +100.0% | 0.01% | – |
| MPC | Buy | MARATHON PETE CORP | $573,967 | -12.8% | 3,309 | +1.3% | 0.01% | -26.7% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $567,047 | – | 9,514 | +100.0% | 0.01% | – |
| CEMB | Sell | ISHARES INCjp mrg em crp bd | $544,365 | -7.9% | 12,288 | -7.5% | 0.01% | -21.4% |
| GWW | Buy | GRAINGER W W INC | $572,922 | -10.7% | 635 | +0.6% | 0.01% | -26.7% |
| GM | Buy | GENERAL MTRS CO | $565,276 | +6.4% | 12,167 | +3.8% | 0.01% | -15.4% |
| SYY | Buy | SYSCO CORP | $566,608 | +82.3% | 7,937 | +107.3% | 0.01% | +57.1% |
| USFD | Sell | US FOODS HLDG CORP | $580,448 | -20.3% | 10,956 | -18.8% | 0.01% | -35.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $555,301 | -17.2% | 13,371 | +8.2% | 0.01% | -31.2% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $541,610 | +5.3% | 36,035 | +4.9% | 0.01% | -8.3% |
| IYT | Sell | ISHARES TRus trsprtion | $548,834 | -11.8% | 8,388 | -5.1% | 0.01% | -26.7% |
| ANET | New | ARISTA NETWORKS INC | $542,052 | – | 1,547 | +100.0% | 0.01% | – |
| New | BLACKROCK ETF TRUST II | $579,935 | – | 11,110 | +100.0% | 0.01% | – | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $560,262 | +35.3% | 7,305 | +35.3% | 0.01% | +10.0% |
| Buy | INVENTRUST PPTYS CORP | $540,943 | -0.0% | 21,847 | +3.8% | 0.01% | -15.4% | |
| RYU | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $578,719 | – | 9,972 | +100.0% | 0.01% | – |
| ALL | Buy | ALLSTATE CORP | $571,610 | -2.2% | 3,580 | +5.9% | 0.01% | -21.4% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $577,124 | +15.8% | 13,807 | +8.3% | 0.01% | -8.3% |
| BP | Sell | BP PLCsponsored adr | $510,130 | -12.4% | 14,131 | -8.5% | 0.01% | -28.6% |
| PSTG | Buy | PURE STORAGE INCcl a | $489,729 | +25.3% | 7,627 | +1.5% | 0.01% | +11.1% |
| DTN | Sell | WISDOMTREE TRus ai enhanced | $510,224 | -10.9% | 5,112 | -9.1% | 0.01% | -23.1% |
| RSG | Buy | REPUBLIC SVCS INC | $510,828 | +2.8% | 2,629 | +1.3% | 0.01% | -16.7% |
| Buy | PIMCO ETF TR | $486,662 | +8.7% | 10,710 | +9.2% | 0.01% | -9.1% | |
| Sell | AMERICAN CENTY ETF TRemerging mkt val | $496,945 | -50.7% | 10,194 | -52.1% | 0.01% | -58.3% | |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $518,522 | +4.2% | 7,988 | +6.9% | 0.01% | -16.7% |
| AMP | Buy | AMERIPRISE FINL INC | $495,540 | +40.8% | 1,160 | +44.5% | 0.01% | +25.0% |
| ABCB | Buy | AMERIS BANCORP | $528,927 | +9.3% | 10,505 | +5.0% | 0.01% | -9.1% |
| New | FIRST TR EXCHANGE-TRADED FDft vest ris | $531,262 | – | 22,723 | +100.0% | 0.01% | – | |
| SUSA | New | ISHARES TRmsci usa esg slc | $531,510 | – | 4,730 | +100.0% | 0.01% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $522,958 | +23.1% | 13,787 | +24.9% | 0.01% | 0.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $516,281 | +46.0% | 25,246 | +45.9% | 0.01% | +25.0% |
| K | Sell | KELLANOVA | $441,659 | -3.0% | 7,657 | -3.7% | 0.01% | -18.2% |
| DHI | Buy | D R HORTON INC | $469,861 | -11.6% | 3,334 | +3.2% | 0.01% | -30.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $483,834 | -2.9% | 5,238 | +0.5% | 0.01% | -25.0% |
| VFMO | Buy | VANGUARD WELLINGTON FDus momentum | $477,666 | +2.5% | 3,180 | +3.2% | 0.01% | -18.2% |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $433,704 | – | 9,835 | +100.0% | 0.01% | – |
| DES | Sell | WISDOMTREE TRus smallcap divd | $447,075 | -6.0% | 14,352 | -1.4% | 0.01% | -18.2% |
| CSL | New | CARLISLE COS INC | $465,586 | – | 1,149 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $466,905 | – | 1,377 | +100.0% | 0.01% | – |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $466,395 | +1.1% | 9,300 | +1.1% | 0.01% | -18.2% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $451,299 | – | 9,286 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO | $462,482 | – | 1,979 | +100.0% | 0.01% | – |
| TMP | Sell | TOMPKINS FINL CORP | $479,709 | -16.5% | 9,810 | -14.1% | 0.01% | -35.7% |
| TTD | New | THE TRADE DESK INC | $446,450 | – | 4,571 | +100.0% | 0.01% | – |
| New | GE VERNOVA INC | $465,306 | – | 2,713 | +100.0% | 0.01% | – | |
| KDP | Sell | KEURIG DR PEPPER INC | $466,564 | +7.0% | 13,969 | -1.7% | 0.01% | -10.0% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $468,405 | -4.8% | 15,183 | -4.8% | 0.01% | -25.0% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $465,619 | -8.4% | 9,176 | -8.4% | 0.01% | -25.0% |
| DIMENSIONAL ETF TRUSTinternational | $458,657 | -2.2% | 13,924 | 0.0% | 0.01% | -18.2% | ||
| FERG | New | FERGUSON PLC NEW | $467,084 | – | 2,412 | +100.0% | 0.01% | – |
| XLC | Buy | SELECT SECTOR SPDR TR | $448,290 | +7.6% | 5,233 | +2.5% | 0.01% | -10.0% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $481,133 | -8.4% | 8,008 | -5.0% | 0.01% | -25.0% |
| OMC | Buy | OMNICOM GROUP INC | $452,126 | +96.1% | 5,040 | +111.5% | 0.01% | +80.0% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $410,532 | +0.7% | 4,473 | +0.7% | 0.01% | -20.0% |
| AVY | New | AVERY DENNISON CORP | $391,820 | – | 1,792 | +100.0% | 0.01% | – |
| F | Buy | FORD MTR CO DEL | $419,250 | +84.4% | 33,433 | +95.3% | 0.01% | +60.0% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $405,036 | -2.8% | 10,068 | -1.6% | 0.01% | -20.0% |
| Buy | ISHARES BITCOIN TR | $429,993 | +19.8% | 12,595 | +42.0% | 0.01% | 0.0% | |
| MS | Buy | MORGAN STANLEY | $390,758 | +13.6% | 4,021 | +10.1% | 0.01% | 0.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $422,339 | +7.5% | 1,094 | -1.2% | 0.01% | -11.1% |
| IAU | Buy | ISHARES GOLD TRishares new | $421,289 | +6.4% | 9,590 | +1.8% | 0.01% | -11.1% |
| ENB | Buy | ENBRIDGE INC | $417,649 | +27.9% | 11,735 | +30.0% | 0.01% | 0.0% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $411,803 | -14.2% | 10,611 | +0.1% | 0.01% | -27.3% |
| GL | Sell | GLOBE LIFE INC | $419,875 | -33.8% | 5,103 | -6.4% | 0.01% | -46.7% |
| New | BROOKFIELD REINS LTDcl a-1 exch nonv | $418,100 | – | 10,000 | +100.0% | 0.01% | – | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $426,867 | -15.5% | 3,324 | -14.0% | 0.01% | -33.3% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $426,467 | +39.4% | 3,092 | +15.4% | 0.01% | +14.3% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $391,545 | – | 1,743 | +100.0% | 0.01% | – |
| PCH | New | POTLATCHDELTIC CORPORATION | $419,031 | – | 10,638 | +100.0% | 0.01% | – |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $412,118 | -16.5% | 12,462 | -18.1% | 0.01% | -33.3% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $430,946 | -11.0% | 8,777 | -8.9% | 0.01% | -27.3% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $342,668 | -18.2% | 7,490 | -16.9% | 0.01% | -30.0% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $346,742 | +8.7% | 18,083 | +8.9% | 0.01% | -12.5% |
| SNV | Buy | SYNOVUS FINL CORP | $339,847 | +10.5% | 8,456 | +10.1% | 0.01% | 0.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $348,649 | +21.5% | 4,467 | +18.6% | 0.01% | 0.0% |
| HPQ | Sell | HP INC | $349,651 | +11.6% | 9,984 | -3.7% | 0.01% | 0.0% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $379,364 | +22.8% | 4,380 | +27.4% | 0.01% | 0.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $332,791 | +18.3% | 710 | +5.5% | 0.01% | 0.0% |
| New | NEOS ETF TRUSTneos enh inc 1-3 | $380,216 | – | 7,641 | +100.0% | 0.01% | – | |
| ED | New | CONSOLIDATED EDISON INC | $332,199 | – | 3,715 | +100.0% | 0.01% | – |
| BROOKFIELD CORPcl a ltd vt sh | $379,800 | -0.8% | 9,143 | 0.0% | 0.01% | -22.2% | ||
| FICO | New | FAIR ISAAC CORP | $373,654 | – | 251 | +100.0% | 0.01% | – |
| SMLV | Sell | SPDR SER TRssga us smal etf | $356,860 | -20.7% | 3,244 | -19.2% | 0.01% | -36.4% |
| EFT | EATON VANCE FLTING RATE INC | $336,439 | +0.8% | 25,070 | 0.0% | 0.01% | -12.5% | |
| PRA | Sell | PROASSURANCE CORP | $347,506 | -7.8% | 28,437 | -3.0% | 0.01% | -22.2% |
| PAI | WESTERN ASSET INVESTMENT GRA | $359,501 | -0.9% | 29,760 | 0.0% | 0.01% | -22.2% | |
| WRK | Sell | WESTROCK CO | $379,463 | +1.1% | 7,550 | -0.5% | 0.01% | -22.2% |
| FNDF | New | SCHWAB STRATEGIC TRfundamental intl | $335,474 | – | 9,577 | +100.0% | 0.01% | – |
| WAB | New | WABTEC | $349,132 | – | 2,209 | +100.0% | 0.01% | – |
| PFLD | Sell | ETF SER SOLUTIONSaam lw dur pfd | $378,144 | -4.4% | 17,990 | -3.8% | 0.01% | -22.2% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $347,869 | – | 6,837 | +100.0% | 0.01% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $342,949 | +19.7% | 4,371 | +25.3% | 0.01% | 0.0% |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $306,991 | – | 7,729 | +100.0% | 0.01% | – |
| Buy | PERMIAN RESOURCES CORP | $297,097 | +29.5% | 18,396 | +41.6% | 0.01% | +20.0% | |
| PNW | Buy | PINNACLE WEST CAP CORP | $330,267 | +19.0% | 4,324 | +16.4% | 0.01% | -14.3% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $304,517 | -4.9% | 3,882 | +4.7% | 0.01% | -25.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $283,727 | -2.1% | 651 | +7.6% | 0.01% | -14.3% |
| QSR | RESTAURANT BRANDS INTL INC | $330,106 | -11.4% | 4,691 | 0.0% | 0.01% | -33.3% | |
| NI | Buy | NISOURCE INC | $327,369 | +10.9% | 11,363 | +6.4% | 0.01% | -14.3% |
| FE | Buy | FIRSTENERGY CORP | $284,959 | +13.7% | 7,446 | +14.7% | 0.01% | 0.0% |
| FISV | Sell | FISERV INC | $285,236 | -10.4% | 1,914 | -3.9% | 0.01% | -14.3% |
| XHB | Buy | SPDR SER TRs&p homebuild | $290,691 | -7.7% | 2,876 | +1.9% | 0.01% | -14.3% |
| SLB | Buy | SCHLUMBERGER LTD | $327,427 | +49.7% | 6,940 | +73.9% | 0.01% | +20.0% |
| ETR | Buy | ENTERGY CORP NEW | $281,036 | +15.2% | 2,627 | +13.8% | 0.01% | 0.0% |
| EBAY | Sell | EBAY INC. | $291,081 | +1.3% | 5,418 | -0.5% | 0.01% | -14.3% |
| FNDC | New | SCHWAB STRATEGIC TRfundamental intl | $314,661 | – | 9,052 | +100.0% | 0.01% | – |
| PCEF | INVESCO EXCH TRADED FD TR II | $287,156 | -0.2% | 15,258 | 0.0% | 0.01% | -14.3% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $290,372 | +27.6% | 1,378 | +24.7% | 0.01% | +20.0% |
| SON | Sell | SONOCO PRODS CO | $284,736 | -42.9% | 5,614 | -34.9% | 0.01% | -50.0% |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $290,241 | – | 6,648 | +100.0% | 0.01% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $289,211 | +2.8% | 1,445 | +1.8% | 0.01% | -14.3% |
| TMUS | New | T-MOBILE US INC | $309,030 | – | 1,754 | +100.0% | 0.01% | – |
| TXT | Buy | TEXTRON INC | $316,995 | -10.3% | 3,692 | +0.2% | 0.01% | -25.0% |
| THO | Buy | THOR INDS INC | $330,532 | -3.8% | 3,537 | +20.8% | 0.01% | -25.0% |
| PHG | New | KONINKLIJKE PHILIPS N V | $281,991 | – | 11,190 | +100.0% | 0.01% | – |
| USB | Buy | US BANCORP DEL | $317,973 | -5.3% | 8,009 | +6.7% | 0.01% | -25.0% |
| BSMP | Buy | INVESCO EXCH TRD SLF IDX FD | $331,437 | +9.4% | 13,645 | +9.6% | 0.01% | -14.3% |
| Buy | VANECK ETF TRUSTclo etf | $308,058 | +5.7% | 5,819 | +5.5% | 0.01% | -14.3% | |
| CINF | Buy | CINCINNATI FINL CORP | $329,210 | +21.2% | 2,788 | +27.4% | 0.01% | 0.0% |
| CQP | Sell | CHENIERE ENERGY PARTNERS LP | $290,584 | -2.5% | 5,917 | -1.9% | 0.01% | -14.3% |
| CAH | Buy | CARDINAL HEALTH INC | $282,481 | -7.8% | 2,873 | +4.9% | 0.01% | -14.3% |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $281,587 | – | 4,836 | +100.0% | 0.01% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $319,145 | – | 3,384 | +100.0% | 0.01% | – |
| ARMK | New | ARAMARK | $293,423 | – | 8,625 | +100.0% | 0.01% | – |
| VRT | New | VERTIV HOLDINGS CO | $294,093 | – | 3,397 | +100.0% | 0.01% | – |
| WY | Buy | WEYERHAEUSER CO MTN BE | $296,536 | +27.9% | 10,445 | +61.7% | 0.01% | +20.0% |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $319,842 | -26.6% | 8,576 | -26.3% | 0.01% | -40.0% |
| IYH | New | ISHARES TRus hlthcare etf | $316,951 | – | 5,173 | +100.0% | 0.01% | – |
| AON | Buy | AON PLC | $287,709 | -4.3% | 980 | +8.8% | 0.01% | -14.3% |
| IUSB | Sell | ISHARES TRcore total usd | $329,820 | -17.1% | 7,294 | -16.4% | 0.01% | -33.3% |
| PPG | Sell | PPG INDS INC | $312,261 | -13.9% | 2,480 | -0.9% | 0.01% | -33.3% |
| HSY | Buy | HERSHEY CO | $307,733 | -1.0% | 1,674 | +4.8% | 0.01% | -14.3% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $321,461 | -5.7% | 24,390 | -0.2% | 0.01% | -25.0% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $245,600 | +0.6% | 3,467 | +0.4% | 0.01% | -16.7% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $244,105 | -2.6% | 3,188 | 0.0% | 0.01% | -16.7% | |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $239,359 | +6.9% | 6,302 | +9.5% | 0.01% | 0.0% |
| Buy | GSK PLCsponsored adr | $271,772 | -9.3% | 7,059 | +1.0% | 0.01% | -28.6% | |
| MHK | Buy | MOHAWK INDS INC | $269,322 | -13.2% | 2,371 | +0.0% | 0.01% | -28.6% |
| DLTR | New | DOLLAR TREE INC | $260,412 | – | 2,439 | +100.0% | 0.01% | – |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $267,010 | -2.6% | 1,519 | 0.0% | 0.01% | -16.7% | |
| ROK | New | ROCKWELL AUTOMATION INC | $263,722 | – | 958 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $254,905 | – | 249 | +100.0% | 0.01% | – |
| IHE | Sell | ISHARES TRu.s. pharma etf | $258,648 | -13.0% | 3,900 | -11.0% | 0.01% | -28.6% |
| MCO | New | MOODYS CORP | $235,552 | – | 560 | +100.0% | 0.01% | – |
| ROKU | New | ROKU INC | $231,270 | – | 3,859 | +100.0% | 0.01% | – |
| GBX | Sell | GREENBRIER COS INC | $259,147 | -20.1% | 5,230 | -16.0% | 0.01% | -37.5% |
| SLYG | SPDR SER TRs&p 600 smcp grw | $250,625 | -1.6% | 2,919 | 0.0% | 0.01% | -16.7% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $238,837 | – | 3,812 | +100.0% | 0.01% | – |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $240,126 | -10.0% | 3,082 | +5.0% | 0.01% | -16.7% | |
| ROL | Buy | ROLLINS INC | $253,903 | +8.2% | 5,204 | +2.6% | 0.01% | -16.7% |
| MELI | New | MERCADOLIBRE INC | $259,397 | – | 158 | +100.0% | 0.01% | – |
| IQI | New | INVESCO QUALITY MUN INCOME T | $266,927 | – | 26,908 | +100.0% | 0.01% | – |
| GIS | Sell | GENERAL MLS INC | $265,651 | -42.8% | 4,199 | -36.7% | 0.01% | -54.5% |
| NPK | New | NATIONAL PRESTO INDS INC | $256,943 | – | 3,420 | +100.0% | 0.01% | – |
| PICK | New | ISHARES INCmsci gbl etf new | $244,980 | – | 6,000 | +100.0% | 0.01% | – |
| ACVF | Buy | ETF OPPORTUNITIES TRUSTamerican conser | $248,740 | +2.1% | 6,027 | +0.1% | 0.01% | -16.7% |
| MLM | New | MARTIN MARIETTA MATLS INC | $279,053 | – | 515 | +100.0% | 0.01% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC | $250,592 | +9.4% | 3,770 | +7.5% | 0.01% | 0.0% |
| PLD | New | PROLOGIS INC. | $238,117 | – | 2,120 | +100.0% | 0.01% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $262,112 | – | 2,598 | +100.0% | 0.01% | – |
| IDXX | Buy | IDEXX LABS INC | $270,614 | -8.8% | 555 | +1.1% | 0.01% | -28.6% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $240,698 | +1.3% | 1,758 | +1.7% | 0.01% | -16.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $235,471 | +14.4% | 915 | +20.9% | 0.01% | 0.0% |
| KLAC | KLA CORP | $259,104 | +18.0% | 314 | 0.0% | 0.01% | 0.0% | |
| COIN | Buy | COINBASE GLOBAL INC | $233,342 | -11.2% | 1,050 | +6.0% | 0.01% | -16.7% |
| XEL | Sell | XCEL ENERGY INC | $233,576 | -3.9% | 4,373 | -3.3% | 0.01% | -16.7% |
| CBRE | Sell | CBRE GROUP INCcl a | $229,547 | -10.3% | 2,576 | -2.2% | 0.01% | -16.7% |
| CAG | Buy | CONAGRA BRANDS INC | $243,471 | +1.0% | 8,567 | +5.3% | 0.01% | -16.7% |
| THQ | Sell | ABRDN HEALTHCARE OPPORTUNITI | $260,864 | -0.2% | 12,800 | -1.5% | 0.01% | -16.7% |
| SNY | Buy | SANOFIsponsored adr | $276,969 | +18.7% | 5,708 | +18.9% | 0.01% | 0.0% |
| New | WORLD GOLD TRspdr gld minis | $279,121 | – | 6,056 | +100.0% | 0.01% | – | |
| ABNB | Buy | AIRBNB INC | $253,223 | -5.1% | 1,670 | +3.3% | 0.01% | -16.7% |
| LNT | Sell | ALLIANT ENERGY CORP | $238,365 | -9.4% | 4,683 | -10.3% | 0.01% | -16.7% |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $246,817 | – | 1,439 | +100.0% | 0.01% | – |
| RJF | Buy | RAYMOND JAMES FINL INC | $256,641 | -0.0% | 2,076 | +3.9% | 0.01% | -16.7% |
| NTRS | New | NORTHERN TR CORP | $239,427 | – | 2,851 | +100.0% | 0.01% | – |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $270,102 | +0.1% | 16,520 | 0.0% | 0.01% | -16.7% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $262,334 | +11.9% | 835 | +2.1% | 0.01% | -16.7% |
| New | SERINA THERAPEUTICS INC | $224,986 | – | 23,485 | +100.0% | 0.00% | – | |
| New | KENVUE INC | $197,017 | – | 10,837 | +100.0% | 0.00% | – | |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $216,820 | +1.1% | 8,530 | +1.2% | 0.00% | -20.0% | |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $214,408 | -2.2% | 3,067 | -0.8% | 0.00% | -20.0% |
| BSMO | Sell | INVESCO EXCH TRD SLF IDX FD | $217,175 | -26.4% | 8,750 | -26.5% | 0.00% | -42.9% |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $220,607 | – | 11,478 | +100.0% | 0.00% | – |
| JHML | New | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $216,385 | – | 3,328 | +100.0% | 0.00% | – |
| EGP | New | EASTGROUP PPTYS INC | $223,666 | – | 1,315 | +100.0% | 0.00% | – |
| EHC | Sell | ENCOMPASS HEALTH CORP | $211,815 | +1.7% | 2,469 | -2.1% | 0.00% | -20.0% |
| Buy | JACOBS SOLUTIONS INC | $204,675 | -8.6% | 1,465 | +0.6% | 0.00% | -20.0% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $224,372 | +5.0% | 2,452 | +3.0% | 0.00% | -20.0% |
| New | EXCHANGE TRADED CONCEPTS TRUrange nuclear re | $206,714 | – | 6,250 | +100.0% | 0.00% | – | |
| EXR | New | EXTRA SPACE STORAGE INC | $209,804 | – | 1,350 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $209,452 | – | 929 | +100.0% | 0.00% | – |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $229,123 | -3.9% | 1,118 | -3.8% | 0.00% | -33.3% |
| KBE | Sell | SPDR SER TRs&p bk etf | $205,105 | -54.9% | 4,421 | -54.3% | 0.00% | -63.6% |
| FGM | Sell | FIRST TR EXCH TRD ALPHDX FDgermany alpha | $221,091 | -15.7% | 5,993 | -8.3% | 0.00% | -33.3% |
| MPWR | New | MONOLITHIC PWR SYS INC | $229,249 | – | 279 | +100.0% | 0.00% | – |
| HAL | Buy | HALLIBURTON CO | $220,576 | -0.6% | 6,530 | +16.0% | 0.00% | -20.0% |
| PCAR | Buy | PACCAR INC | $221,165 | +1.0% | 2,148 | +21.6% | 0.00% | -20.0% |
| APH | New | AMPHENOL CORP NEWcl a | $216,318 | – | 3,211 | +100.0% | 0.00% | – |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $204,499 | +1.2% | 13,185 | 0.0% | 0.00% | -20.0% | |
| IBTF | New | ISHARES TRibonds 25 trm ts | $205,646 | – | 8,856 | +100.0% | 0.00% | – |
| IOO | New | ISHARES TRglobal 100 etf | $223,005 | – | 2,309 | +100.0% | 0.00% | – |
| INDA | ISHARES TRmsci india etf | $228,754 | +8.1% | 4,101 | 0.0% | 0.00% | -20.0% | |
| IVAL | EA SERIES TRUSTintl quan value | $212,429 | -7.6% | 8,521 | 0.0% | 0.00% | -20.0% | |
| ESGD | New | ISHARES TResg aw msci eafe | $207,675 | – | 2,636 | +100.0% | 0.00% | – |
| IGI | WESTERN ASSET INVT GRADE DEF | $190,117 | -1.2% | 11,131 | 0.0% | 0.00% | -20.0% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $226,973 | +4.0% | 1,902 | +0.2% | 0.00% | -20.0% |
| JHS | HANCOCK JOHN INCOME SECS TR | $186,957 | -2.5% | 17,152 | 0.0% | 0.00% | -20.0% | |
| NTNX | Sell | NUTANIX INCcl a | $229,390 | -13.9% | 4,035 | -6.5% | 0.00% | -33.3% |
| PRU | New | PRUDENTIAL FINL INC | $218,646 | – | 1,866 | +100.0% | 0.00% | – |
| REGL | PROSHARES TRs&p mdcp 400 div | $217,774 | -6.3% | 2,958 | 0.0% | 0.00% | -20.0% | |
| HEI | New | HEICO CORP NEW | $228,313 | – | 1,021 | +100.0% | 0.00% | – |
| IRT | INDEPENDENCE RLTY TR INC | $196,545 | +16.2% | 10,488 | 0.0% | 0.00% | 0.0% | |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $204,840 | -8.9% | 3,877 | -7.0% | 0.00% | -20.0% |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOM | $205,650 | -4.7% | 22,500 | -7.8% | 0.00% | -20.0% |
| NXPI | New | NXP SEMICONDUCTORS N V | $219,674 | – | 816 | +100.0% | 0.00% | – |
| SPRE | New | TIDAL ETF TRsp funds s&p gbl | $194,600 | – | 10,000 | +100.0% | 0.00% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $224,845 | -2.0% | 3,372 | +1.2% | 0.00% | -20.0% |
| BSMQ | New | INVESCO EXCH TRD SLF IDX FD | $201,708 | – | 8,585 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $221,382 | – | 3,227 | +100.0% | 0.00% | – | |
| STT | Sell | STATE STR CORP | $212,528 | -6.1% | 2,872 | -1.8% | 0.00% | -20.0% |
| BSCU | Buy | INVESCO EXCH TRD SLF IDX FDinvsco 30 corp | $193,461 | +6.5% | 11,898 | +7.4% | 0.00% | 0.0% |
| SHOP | New | SHOPIFY INCcl a | $203,170 | – | 3,076 | +100.0% | 0.00% | – |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $145,843 | +1.1% | 31,163 | 0.0% | 0.00% | 0.0% | |
| Buy | INVESCO EXCH TRD SLF IDX FD | $169,676 | +5.2% | 10,638 | +6.3% | 0.00% | -25.0% | |
| SJT | SAN JUAN BASIN RTY TRunit ben int | $174,997 | -23.8% | 43,316 | 0.0% | 0.00% | -40.0% | |
| EVV | EATON VANCE LTD DURATION INC | $158,957 | -0.1% | 16,320 | 0.0% | 0.00% | -25.0% | |
| Sell | ADTRAN HOLDINGS INC | $169,924 | -3.6% | 32,305 | -0.3% | 0.00% | -25.0% | |
| EIM | Buy | EATON VANCE MUN BD FD | $151,685 | +2.3% | 14,337 | +0.0% | 0.00% | 0.0% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $171,985 | -12.2% | 17,147 | +3.6% | 0.00% | -40.0% |
| Sell | WARNER BROS DISCOVERY INC | $155,816 | -29.7% | 20,943 | -17.5% | 0.00% | -40.0% | |
| IIM | New | INVESCO VALUE MUN INCOME TR | $144,156 | – | 11,682 | +100.0% | 0.00% | – |
| PBT | Buy | PERMIAN BASIN RTY TRunit ben int | $153,391 | +0.4% | 13,668 | +7.9% | 0.00% | -25.0% |
| VGM | New | INVESCO TR INVT GRADE MUNS | $150,620 | – | 14,666 | +100.0% | 0.00% | – |
| JMM | NUVEEN MULTI-MKT INCOME FD | $153,298 | -2.0% | 25,678 | 0.0% | 0.00% | -25.0% | |
| FTF | FRANKLIN LTD DURATION INCOME | $118,907 | +1.1% | 18,755 | 0.0% | 0.00% | -33.3% | |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $124,985 | -3.3% | 15,298 | -2.3% | 0.00% | -33.3% |
| MVF | New | BLACKROCK MUNIVEST FD INC | $119,495 | – | 16,666 | +100.0% | 0.00% | – |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $121,826 | +37.6% | 19,713 | +13.1% | 0.00% | 0.0% |
| AGNC | Buy | AGNC INVT CORP | $99,378 | -3.4% | 10,417 | +0.3% | 0.00% | 0.0% |
| DPG | Sell | DUFF & PHELPS UTLITY AND INF | $125,824 | -8.6% | 12,800 | -11.1% | 0.00% | -33.3% |
| JBLU | Buy | JETBLUE AWYS CORP | $116,770 | -11.1% | 19,174 | +8.3% | 0.00% | -33.3% |
| New | AMPLIFY ETF TRamplify alternat | $39,978 | – | 12,041 | +100.0% | 0.00% | – | |
| Buy | HUMACYTE INC | $51,994 | +55.5% | 10,832 | +0.8% | 0.00% | 0.0% | |
| PLUG | New | PLUG POWER INC | $27,394 | – | 11,757 | +100.0% | 0.00% | – |
| CANG | CANGO INCads | $43,420 | +9.9% | 26,000 | 0.0% | 0.00% | 0.0% | |
| TELL | Buy | TELLURIAN INC NEW | $13,852 | +109.4% | 20,000 | +100.0% | 0.00% | – |
| RIGETTI COMPUTING INC | $10,700 | -30.1% | 10,000 | 0.0% | 0.00% | – | ||
| SPLB | Exit | SPDR SER TRportfolio ln cor | $0 | – | -64 | -100.0% | 0.00% | – |
| LAZR | LUMINAR TECHNOLOGIES INC | $14,900 | -24.4% | 10,000 | 0.0% | 0.00% | – | |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -120 | -100.0% | 0.00% | – |
| VERB TECHNOLOGY CO INC | $4,960 | -53.2% | 40,000 | 0.0% | 0.00% | – | ||
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -76 | -100.0% | 0.00% | – |
| QUBT | Buy | QUANTUM COMPUTING INC | $9,879 | -37.6% | 19,663 | +22.9% | 0.00% | – |
| CQQQ | Exit | INVESCO EXCH TRADED FD TR IIchina technlgy | $0 | – | -122 | -100.0% | 0.00% | – |
| KOPN | KOPIN CORP | $8,992 | -53.3% | 10,706 | 0.0% | 0.00% | – | |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -725 | -100.0% | -0.00% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -1,286 | -100.0% | -0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -1,733 | -100.0% | -0.00% | – |
| LRGF | Exit | ISHARES TRu s equity factr | $0 | – | -1,932 | -100.0% | -0.00% | – |
| KXI | Exit | ISHARES TRglb cnsm stp etf | $0 | – | -1,188 | -100.0% | -0.00% | – |
| GME | Exit | GAMESTOP CORP NEWcl a | $0 | – | -10,046 | -100.0% | -0.00% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -10,731 | -100.0% | -0.00% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -2,859 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INC. | $0 | – | -2,558 | -100.0% | -0.01% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,220 | -100.0% | -0.01% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -2,327 | -100.0% | -0.01% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -3,965 | -100.0% | -0.01% | – |
| EXC | Exit | EXELON CORP | $0 | – | -7,102 | -100.0% | -0.01% | – |
| FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -5,873 | -100.0% | -0.01% | – |
| NUSI | Exit | ETF SER SOLUTIONSnationwide nasdq | $0 | – | -13,016 | -100.0% | -0.01% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -703 | -100.0% | -0.01% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -6,928 | -100.0% | -0.01% | – |
| SVAL | Exit | ISHARES TRus sml cp value | $0 | – | -14,981 | -100.0% | -0.01% | – |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -1,030 | -100.0% | -0.01% | – |
| ACLS | Exit | AXCELIS TECHNOLOGIES INC | $0 | – | -8,886 | -100.0% | -0.02% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -7,923 | -100.0% | -0.05% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -201,236 | -100.0% | -0.20% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard MidCap Value Index | 45 | Q2 2024 | 26.7% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 18.1% |
| Vanguard MidCap Growth Index | 45 | Q2 2024 | 21.0% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 7.8% |
| ISHARES TR | 45 | Q2 2024 | 24.5% |
| ISHARES TR | 45 | Q2 2024 | 5.0% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 3.2% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 2.0% |
| ISHARES TR | 45 | Q2 2024 | 8.6% |
| Vanguard Mid Cap | 45 | Q2 2024 | 2.0% |
View Waverly Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
View Waverly 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.