$819 Million is the total value of JNBA Financial Advisors's 847 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 32.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $68,835,000 | +4.6% | 904,416 | +0.7% | 8.41% | -5.0% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $51,676,000 | +12.7% | 182,550 | +4.7% | 6.31% | +2.4% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $45,249,000 | +13.8% | 263,457 | +1.8% | 5.53% | +3.4% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $39,140,000 | +13.2% | 484,228 | +4.0% | 4.78% | +2.9% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $26,795,000 | +15.3% | 230,972 | +1.2% | 3.27% | +4.8% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $25,745,000 | +3.3% | 705,731 | +2.5% | 3.14% | -6.1% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $22,788,000 | +14.8% | 314,447 | +1.4% | 2.78% | +4.3% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $19,061,000 | +32.9% | 586,306 | +34.2% | 2.33% | +20.7% |
DON | Buy | WISDOMTREE TRus midcap divid | $18,576,000 | +14.5% | 418,751 | +7.0% | 2.27% | +4.1% |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $17,154,000 | +21.9% | 241,260 | +13.6% | 2.10% | +10.8% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $16,630,000 | +10.0% | 196,688 | -2.7% | 2.03% | -0.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $15,637,000 | +7.5% | 136,560 | +2.5% | 1.91% | -2.3% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $15,571,000 | +3.4% | 304,952 | +2.3% | 1.90% | -6.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,266,000 | -0.7% | 308,646 | +0.4% | 1.86% | -9.7% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $15,123,000 | +7.0% | 360,063 | -0.7% | 1.85% | -2.8% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $14,448,000 | +39.7% | 228,181 | +42.3% | 1.76% | +27.0% |
AFL | AFLAC INC | $13,073,000 | +12.0% | 223,892 | 0.0% | 1.60% | +1.8% | |
MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $12,302,000 | +15.4% | 150,884 | +7.1% | 1.50% | +4.8% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $12,133,000 | +20.0% | 70,665 | +10.7% | 1.48% | +9.1% |
GLDM | Buy | WORLD GOLD TRspdr gld minis | $12,128,000 | +8.5% | 667,105 | +4.2% | 1.48% | -1.4% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $11,335,000 | +5.2% | 44,491 | -2.3% | 1.38% | -4.5% |
MSFT | Buy | MICROSOFT CORP | $11,030,000 | +20.4% | 32,797 | +0.9% | 1.35% | +9.4% |
IAU | Sell | GOLD TRishares new | $10,753,000 | +1.3% | 308,906 | -2.8% | 1.31% | -8.0% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $10,747,000 | +22.2% | 259,014 | +25.2% | 1.31% | +11.1% |
GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $10,384,000 | +11.9% | 192,437 | +6.5% | 1.27% | +1.7% |
APG | API GROUP CORP | $10,058,000 | +26.6% | 390,290 | 0.0% | 1.23% | +15.1% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $9,821,000 | +5.5% | 44,434 | -4.1% | 1.20% | -4.2% |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $8,439,000 | +0.6% | 194,803 | +1.4% | 1.03% | -8.5% |
DES | Sell | WISDOMTREE TRus smallcap divd | $8,198,000 | -5.6% | 249,480 | -11.4% | 1.00% | -14.2% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $7,900,000 | +6.9% | 92,487 | +9.2% | 0.96% | -2.8% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $7,750,000 | +7.3% | 90,893 | -0.3% | 0.95% | -2.5% |
AAPL | Sell | APPLE INC | $7,458,000 | +23.9% | 42,002 | -1.2% | 0.91% | +12.6% |
IVV | Buy | ISHARES TRcore s&p500 etf | $7,058,000 | +11.4% | 14,797 | +0.6% | 0.86% | +1.2% |
IDV | Sell | ISHARES TRintl sel div etf | $6,071,000 | -2.1% | 194,718 | -4.5% | 0.74% | -11.2% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $6,041,000 | +14.0% | 40,185 | +5.8% | 0.74% | +3.7% |
JHEM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $5,990,000 | +2.6% | 206,283 | +4.6% | 0.73% | -6.8% |
CF | Sell | CF INDS HLDGS INC | $5,539,000 | +24.1% | 78,254 | -2.1% | 0.68% | +12.7% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $5,526,000 | +1.9% | 123,647 | -2.9% | 0.68% | -7.4% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $5,115,000 | +7.1% | 46,213 | -0.3% | 0.62% | -2.6% |
SPMD | Sell | SPDR SER TRportfolio s&p400 | $5,011,000 | +7.3% | 100,747 | -0.4% | 0.61% | -2.5% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $4,899,000 | -23.7% | 97,050 | -23.3% | 0.60% | -30.7% |
GGG | Buy | GRACO INC | $4,440,000 | +15.3% | 55,075 | +0.1% | 0.54% | +4.6% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,156,000 | -0.5% | 67,817 | -1.0% | 0.51% | -9.6% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $4,029,000 | +2.9% | 47,557 | -0.5% | 0.49% | -6.5% |
INTC | Sell | INTEL CORP | $3,946,000 | -3.7% | 76,615 | -0.3% | 0.48% | -12.5% |
MDT | Sell | MEDTRONIC PLC | $3,493,000 | -17.6% | 33,769 | -0.1% | 0.43% | -25.1% |
AMAT | Sell | APPLIED MATLS INC | $3,407,000 | +19.6% | 21,648 | -2.2% | 0.42% | +8.6% |
INFL | Buy | LISTED FD TRhorizon kinetics | $3,274,000 | +143.6% | 104,911 | +127.9% | 0.40% | +121.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,198,000 | +11.3% | 10,697 | +1.6% | 0.39% | +1.3% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $3,121,000 | +4.7% | 55,894 | -5.4% | 0.38% | -5.0% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,054,000 | +6.3% | 12,648 | -2.3% | 0.37% | -3.4% |
AMZN | Sell | AMAZON COM INC | $2,954,000 | -1.2% | 886 | -2.6% | 0.36% | -10.2% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,956,000 | +1.3% | 13,078 | -2.0% | 0.36% | -7.9% |
JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,897,000 | +7.1% | 52,122 | -0.5% | 0.35% | -2.7% |
ESGD | Buy | ISHARES TResg aw msci eafe | $2,850,000 | +15.9% | 35,866 | +14.3% | 0.35% | +5.1% |
DIS | Buy | DISNEY WALT CO | $2,639,000 | -7.2% | 17,039 | +1.4% | 0.32% | -15.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $2,549,000 | +27.4% | 5,076 | -0.8% | 0.31% | +15.6% |
IYLD | Sell | ISHARES TRmrngstr inc etf | $2,478,000 | -15.8% | 103,104 | -16.1% | 0.30% | -23.5% |
JNJ | Buy | JOHNSON & JOHNSON | $2,461,000 | +10.0% | 14,387 | +3.9% | 0.30% | 0.0% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,385,000 | +13.6% | 5,206 | -0.5% | 0.29% | +3.2% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,297,000 | +7.7% | 793 | -0.6% | 0.28% | -2.1% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,240,000 | +18.4% | 6,981 | +7.1% | 0.27% | +7.9% |
BBY | BEST BUY INC | $2,208,000 | -3.9% | 21,737 | 0.0% | 0.27% | -12.6% | |
ABT | Sell | ABBOTT LABS | $2,146,000 | +18.6% | 15,248 | -0.5% | 0.26% | +7.8% |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,040,000 | +4.1% | 705 | -4.1% | 0.25% | -5.3% |
PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $2,028,000 | +7.9% | 41,604 | -1.6% | 0.25% | -2.0% |
QCOM | Sell | QUALCOMM INC | $1,925,000 | +41.3% | 10,526 | -0.3% | 0.24% | +28.4% |
MCD | Sell | MCDONALDS CORP | $1,914,000 | +10.3% | 7,142 | -0.8% | 0.23% | +0.4% |
JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,842,000 | -10.7% | 50,808 | -14.9% | 0.22% | -18.8% |
JPM | Buy | JPMORGAN CHASE & CO | $1,783,000 | -0.7% | 11,261 | +2.7% | 0.22% | -9.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,708,000 | +9.4% | 3,596 | -1.1% | 0.21% | -0.5% |
ESGE | Buy | ISHARES INCesg awr msci em | $1,663,000 | +14.9% | 41,845 | +19.8% | 0.20% | +4.6% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,595,000 | +4.3% | 11,495 | -2.2% | 0.20% | -5.3% |
PG | Sell | PROCTER AND GAMBLE CO | $1,596,000 | +15.0% | 9,759 | -1.7% | 0.20% | +4.3% |
ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $1,571,000 | +1.6% | 30,639 | +1.5% | 0.19% | -7.7% |
CSCO | Buy | CISCO SYS INC | $1,520,000 | +17.9% | 23,992 | +1.3% | 0.19% | +7.5% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,512,000 | +6.6% | 5,939 | -1.0% | 0.18% | -3.1% |
ABBV | Sell | ABBVIE INC | $1,448,000 | +23.5% | 10,696 | -1.5% | 0.18% | +12.0% |
GIM | Sell | TEMPLETON GLOBAL INCOME FD | $1,436,000 | -40.1% | 276,762 | -37.9% | 0.18% | -45.7% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $1,378,000 | +10.8% | 12,972 | +0.1% | 0.17% | +0.6% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,360,000 | +12.0% | 16,250 | -1.1% | 0.17% | +1.8% |
MMM | Sell | 3M CO | $1,360,000 | +1.1% | 7,659 | -0.1% | 0.17% | -8.3% |
SCHW | SCHWAB CHARLES CORP | $1,351,000 | +15.5% | 16,059 | 0.0% | 0.16% | +5.1% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,352,000 | +9.6% | 3 | 0.0% | 0.16% | -0.6% | |
NANR | Buy | SPDR INDEX SHS FDSs&p north amer | $1,288,000 | +12.1% | 29,258 | +1.4% | 0.16% | +1.9% |
MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $1,284,000 | +3.0% | 39,981 | +7.7% | 0.16% | -6.0% |
HD | Buy | HOME DEPOT INC | $1,261,000 | +38.1% | 3,038 | +9.3% | 0.15% | +25.2% |
RAFE | Sell | PIMCO EQUITY SERrafi esg us | $1,237,000 | +6.5% | 37,364 | -2.2% | 0.15% | -3.2% |
MUB | Sell | ISHARES TRnational mun etf | $1,195,000 | 0.0% | 10,276 | -0.1% | 0.15% | -9.3% |
XJH | Buy | ISHARES TResg scrd s&p mid | $1,174,000 | +31.6% | 30,207 | +22.4% | 0.14% | +19.2% |
V | Sell | VISA INC | $1,101,000 | -3.2% | 5,082 | -0.4% | 0.13% | -12.4% |
KO | Buy | COCA COLA CO | $1,086,000 | +13.2% | 18,342 | +0.4% | 0.13% | +3.1% |
NVS | Sell | NOVARTIS AGsponsored adr | $1,000,000 | +6.0% | 11,437 | -0.9% | 0.12% | -3.9% |
PFE | Buy | PFIZER INC | $1,003,000 | +39.7% | 16,991 | +1.8% | 0.12% | +25.8% |
GIS | GENERAL MLS INC | $987,000 | +12.7% | 14,647 | 0.0% | 0.12% | +2.5% | |
ORCL | Buy | ORACLE CORP | $957,000 | +0.2% | 10,978 | +0.2% | 0.12% | -8.6% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $959,000 | +26.2% | 10,910 | +15.0% | 0.12% | +14.7% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $957,000 | +3.0% | 9,158 | -0.8% | 0.12% | -6.4% |
TGT | Buy | TARGET CORP | $949,000 | +2.7% | 4,101 | +1.5% | 0.12% | -6.5% |
BAC | Buy | BK OF AMERICA CORP | $909,000 | +8.3% | 20,431 | +3.4% | 0.11% | -1.8% |
EAGG | Buy | ISHARES TResg awr us agrgt | $903,000 | +2.5% | 16,359 | +2.4% | 0.11% | -6.8% |
ESML | Sell | ISHARES TResg aware msci | $850,000 | +1.2% | 21,070 | -2.1% | 0.10% | -8.0% |
DE | DEERE & CO | $827,000 | +2.4% | 2,412 | 0.0% | 0.10% | -7.3% | |
WFC | Sell | WELLS FARGO CO NEW | $772,000 | +1.4% | 16,093 | -1.9% | 0.09% | -7.8% |
BLK | Sell | BLACKROCK INC | $764,000 | +4.8% | 834 | -4.0% | 0.09% | -5.1% |
NVO | NOVO-NORDISK A Sadr | $747,000 | +16.5% | 6,672 | 0.0% | 0.09% | +5.8% | |
AOA | Sell | ISHARES TRaggres alloc etf | $735,000 | +4.3% | 10,088 | -0.1% | 0.09% | -5.3% |
DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $710,000 | -9.9% | 44,054 | -0.7% | 0.09% | -17.9% |
JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $713,000 | +25.7% | 13,968 | +25.7% | 0.09% | +14.5% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $702,000 | +46.9% | 4,770 | +35.1% | 0.09% | +34.4% |
CVS | CVS HEALTH CORP | $699,000 | +21.6% | 6,775 | 0.0% | 0.08% | +10.4% | |
PEP | Sell | PEPSICO INC | $685,000 | +14.0% | 3,944 | -1.2% | 0.08% | +3.7% |
MRK | Buy | MERCK & CO INC | $676,000 | +5.6% | 8,819 | +3.5% | 0.08% | -3.5% |
USB | Buy | US BANCORP DEL | $665,000 | -5.1% | 11,840 | +0.4% | 0.08% | -13.8% |
XOM | Buy | EXXON MOBIL CORP | $643,000 | +7.2% | 10,505 | +3.0% | 0.08% | -2.5% |
NKE | Buy | NIKE INCcl b | $619,000 | +16.1% | 3,716 | +1.3% | 0.08% | +5.6% |
CVX | Buy | CHEVRON CORP NEW | $620,000 | +17.0% | 5,287 | +1.1% | 0.08% | +7.0% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $614,000 | -12.2% | 6,050 | -11.8% | 0.08% | -20.2% |
TSLA | Buy | TESLA INC | $614,000 | +45.5% | 581 | +6.8% | 0.08% | +31.6% |
IEMG | Buy | ISHARES INCcore msci emkt | $616,000 | +234.8% | 10,287 | +245.9% | 0.08% | +200.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $608,000 | +7.6% | 1,175 | 0.0% | 0.07% | -2.6% | |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $594,000 | +25.1% | 6,401 | +17.4% | 0.07% | +14.1% |
IWR | Buy | ISHARES TRrus mid cap etf | $563,000 | +14.0% | 6,784 | +7.4% | 0.07% | +4.5% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $566,000 | +293.1% | 7,101 | +274.1% | 0.07% | +263.2% |
ACN | Buy | ACCENTURE PLC IRELAND | $558,000 | +30.7% | 1,347 | +0.8% | 0.07% | +19.3% |
HON | Buy | HONEYWELL INTL INC | $529,000 | -0.4% | 2,537 | +1.5% | 0.06% | -8.5% |
FAST | Sell | FASTENAL CO | $525,000 | +21.5% | 8,190 | -2.1% | 0.06% | +10.3% |
GDX | VANECK ETF TRUSTgold miners etf | $516,000 | +8.9% | 16,098 | 0.0% | 0.06% | -1.6% | |
TRV | Buy | TRAVELERS COMPANIES INC | $519,000 | +4.6% | 3,321 | +1.8% | 0.06% | -6.0% |
EFA | ISHARES TRmsci eafe etf | $517,000 | +0.8% | 6,574 | 0.0% | 0.06% | -8.7% | |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $515,000 | +15.7% | 8,296 | +15.0% | 0.06% | +5.0% |
CELC | Buy | CELCUITY INC | $502,000 | -9.1% | 38,091 | +24.1% | 0.06% | -17.6% |
GILD | Sell | GILEAD SCIENCES INC | $471,000 | +3.5% | 6,492 | -0.4% | 0.06% | -4.9% |
FB | Sell | META PLATFORMS INCcl a | $472,000 | -7.1% | 1,405 | -6.1% | 0.06% | -14.7% |
ENB | ENBRIDGE INC | $451,000 | -2.0% | 11,553 | 0.0% | 0.06% | -11.3% | |
CSX | Buy | CSX CORP | $448,000 | +28.0% | 11,910 | +1.1% | 0.06% | +17.0% |
BK | Buy | BANK NEW YORK MELLON CORP | $448,000 | +12.3% | 7,707 | +0.0% | 0.06% | +1.9% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $446,000 | +86.6% | 7,146 | +76.8% | 0.05% | +68.8% |
ALE | Sell | ALLETE INC | $430,000 | -12.4% | 6,486 | -21.3% | 0.05% | -19.7% |
WMT | Sell | WALMART INC | $435,000 | +1.6% | 3,006 | -2.2% | 0.05% | -8.6% |
CRM | Sell | SALESFORCE COM INC | $426,000 | -10.5% | 1,677 | -4.4% | 0.05% | -18.8% |
ICLN | Buy | ISHARES TRgl clean ene etf | $426,000 | +9.2% | 20,127 | +11.6% | 0.05% | 0.0% |
SBUX | Buy | STARBUCKS CORP | $412,000 | +12.9% | 3,525 | +6.5% | 0.05% | +2.0% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $412,000 | +14.1% | 2,013 | 0.0% | 0.05% | +2.0% | |
PSO | PEARSON PLCsponsored adr | $398,000 | -13.3% | 47,433 | 0.0% | 0.05% | -21.0% | |
ECL | Buy | ECOLAB INC | $398,000 | +14.4% | 1,695 | +1.6% | 0.05% | +4.3% |
SPTM | SPDR SER TRportfoli s&p1500 | $397,000 | +10.3% | 6,797 | 0.0% | 0.05% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $396,000 | +7.3% | 2,360 | 0.0% | 0.05% | -4.0% | |
IWF | Sell | ISHARES TRrus 1000 grw etf | $389,000 | -13.9% | 1,272 | -22.9% | 0.05% | -21.3% |
AXP | AMERICAN EXPRESS CO | $391,000 | -2.5% | 2,393 | 0.0% | 0.05% | -11.1% | |
FRLG | GS FIN CORPmedium term nts | $384,000 | +22.3% | 1,032 | 0.0% | 0.05% | +11.9% | |
SUSB | Buy | ISHARES TResg awre 1 5 yr | $383,000 | -0.8% | 14,921 | +0.5% | 0.05% | -9.6% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $377,000 | +8.0% | 3,562 | 0.0% | 0.05% | -2.1% | |
K | KELLOGG CO | $360,000 | +0.6% | 5,596 | 0.0% | 0.04% | -8.3% | |
EMR | EMERSON ELEC CO | $349,000 | -1.1% | 3,750 | 0.0% | 0.04% | -8.5% | |
SMOG | VANECK ETF TRUSTlow carbn energy | $353,000 | +7.6% | 2,201 | 0.0% | 0.04% | -2.3% | |
CMCSA | Buy | COMCAST CORP NEWcl a | $341,000 | -7.6% | 6,780 | +2.7% | 0.04% | -16.0% |
NVDA | Sell | NVIDIA CORPORATION | $335,000 | +30.4% | 1,140 | -8.1% | 0.04% | +17.1% |
COST | Buy | COSTCO WHSL CORP NEW | $328,000 | +34.4% | 578 | +6.6% | 0.04% | +21.2% |
VOO | VANGUARD INDEX FDS | $330,000 | +10.7% | 756 | 0.0% | 0.04% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $331,000 | -2.1% | 7,784 | 0.0% | 0.04% | -11.1% | |
CI | CIGNA CORP NEW | $321,000 | +14.6% | 1,399 | 0.0% | 0.04% | +2.6% | |
HTLF | HEARTLAND FINL USA INC | $321,000 | +5.2% | 6,351 | 0.0% | 0.04% | -4.9% | |
IEFA | Sell | ISHARES TRcore msci eafe | $321,000 | -2.7% | 4,295 | -3.3% | 0.04% | -11.4% |
DSI | ISHARES TRmsci kld400 soc | $312,000 | +11.8% | 3,358 | 0.0% | 0.04% | +2.7% | |
PSL | INVESCO EXCHANGE TRADED FD Tdwa staples | $314,000 | +2.3% | 3,433 | 0.0% | 0.04% | -7.3% | |
BIIB | Sell | BIOGEN INC | $299,000 | -15.5% | 1,246 | -0.4% | 0.04% | -22.9% |
XEL | Sell | XCEL ENERGY INC | $287,000 | +6.7% | 4,238 | -1.7% | 0.04% | -2.8% |
HSY | Sell | HERSHEY CO | $277,000 | +3.7% | 1,430 | -9.3% | 0.03% | -5.6% |
FTAI | Buy | FORTRESS TRANS INFRST INVS L | $271,000 | +15.3% | 9,373 | +1.4% | 0.03% | +3.1% |
BA | Buy | BOEING CO | $273,000 | -2.2% | 1,354 | +6.7% | 0.03% | -10.8% |
SAP | SAP SEspon adr | $262,000 | +3.6% | 1,871 | 0.0% | 0.03% | -5.9% | |
HYFM | HYDROFARM HLDGS GROUP INC | $264,000 | -25.4% | 9,349 | 0.0% | 0.03% | -33.3% | |
WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $261,000 | -4.4% | 1,100 | -6.5% | 0.03% | -13.5% |
UNP | Buy | UNION PAC CORP | $264,000 | +29.4% | 1,047 | +0.8% | 0.03% | +18.5% |
MA | MASTERCARD INCORPORATEDcl a | $255,000 | +3.2% | 710 | 0.0% | 0.03% | -6.1% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $255,000 | -18.8% | 4,905 | -15.6% | 0.03% | -26.2% |
DOL | WISDOMTREE TRintl lrgcap dv | $255,000 | +3.7% | 5,167 | 0.0% | 0.03% | -6.1% | |
BX | BLACKSTONE INC | $248,000 | +11.2% | 1,917 | 0.0% | 0.03% | 0.0% | |
NEM | NEWMONT CORP | $248,000 | +14.3% | 4,000 | 0.0% | 0.03% | +3.4% | |
SUSC | ISHARES TResg awre usd etf | $246,000 | -0.8% | 9,021 | 0.0% | 0.03% | -9.1% | |
PRN | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $239,000 | +17.2% | 2,056 | 0.0% | 0.03% | +7.4% | |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $236,000 | -25.3% | 2,581 | -25.4% | 0.03% | -31.0% |
ASML | Sell | ASML HOLDING N V | $240,000 | -15.2% | 302 | -20.5% | 0.03% | -23.7% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $233,000 | +10.4% | 1,655 | 0.0% | 0.03% | 0.0% | |
IWM | ISHARES TRrussell 2000 etf | $229,000 | +1.8% | 1,028 | 0.0% | 0.03% | -6.7% | |
SNY | Sell | SANOFIsponsored adr | $221,000 | -4.7% | 4,412 | -8.3% | 0.03% | -12.9% |
SLV | ISHARES SILVER TRishares | $215,000 | +4.9% | 10,013 | 0.0% | 0.03% | -7.1% | |
QQQ | INVESCO QQQ TRunit ser 1 | $216,000 | +11.3% | 543 | 0.0% | 0.03% | 0.0% | |
TWO | TWO HBRS INVT CORP | $202,000 | -9.0% | 35,072 | 0.0% | 0.02% | -16.7% | |
HBAN | HUNTINGTON BANCSHARES INC | $200,000 | -0.5% | 12,972 | 0.0% | 0.02% | -11.1% | |
GLD | Buy | SPDR GOLD TR | $196,000 | +7.7% | 1,149 | +3.6% | 0.02% | 0.0% |
TXN | Buy | TEXAS INSTRS INC | $190,000 | +39.7% | 1,009 | +42.9% | 0.02% | +27.8% |
AMGN | AMGEN INC | $190,000 | +6.1% | 844 | 0.0% | 0.02% | -4.2% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $192,000 | -27.5% | 1,614 | -9.9% | 0.02% | -36.1% |
AZN | ASTRAZENECA PLCsponsored adr | $182,000 | -2.7% | 3,118 | 0.0% | 0.02% | -12.0% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $182,000 | +23.0% | 273 | +5.4% | 0.02% | +10.0% |
DTN | Sell | WISDOMTREE TRus divid ex fncl | $181,000 | -3.2% | 1,789 | -10.3% | 0.02% | -12.0% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $177,000 | -19.5% | 2,929 | -25.0% | 0.02% | -26.7% |
PNC | Buy | PNC FINL SVCS GROUP INC | $172,000 | +13.9% | 856 | +10.7% | 0.02% | +5.0% |
ADM | ARCHER DANIELS MIDLAND CO | $168,000 | +12.8% | 2,486 | 0.0% | 0.02% | +5.0% | |
LLY | Buy | LILLY ELI & CO | $173,000 | +38.4% | 628 | +16.3% | 0.02% | +23.5% |
AOR | Buy | ISHARES TRgrwt allocat etf | $174,000 | +9.4% | 3,050 | +6.2% | 0.02% | 0.0% |
EXC | Sell | EXELON CORP | $164,000 | +11.6% | 2,846 | -6.6% | 0.02% | 0.0% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $165,000 | +29.9% | 771 | +10.8% | 0.02% | +17.6% |
WEC | WEC ENERGY GROUP INC | $158,000 | +9.7% | 1,632 | 0.0% | 0.02% | 0.0% | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $159,000 | +82.8% | 1,951 | +84.4% | 0.02% | +58.3% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $152,000 | +25.6% | 818 | +2.2% | 0.02% | +18.8% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $148,000 | +14.7% | 1,721 | +14.7% | 0.02% | +5.9% |
PSA | Buy | PUBLIC STORAGE | $136,000 | +1600.0% | 363 | +1296.2% | 0.02% | +1600.0% |
SPSC | Sell | SPS COMM INC | $137,000 | -15.4% | 960 | -4.2% | 0.02% | -22.7% |
NEE | Buy | NEXTERA ENERGY INC | $140,000 | +37.3% | 1,500 | +15.4% | 0.02% | +21.4% |
MCO | Sell | MOODYS CORP | $140,000 | -20.5% | 358 | -27.8% | 0.02% | -29.2% |
PXD | Buy | PIONEER NAT RES CO | $139,000 | +6850.0% | 765 | +5364.3% | 0.02% | – |
CB | Buy | CHUBB LIMITED | $142,000 | +29.1% | 735 | +16.3% | 0.02% | +13.3% |
DAL | Sell | DELTA AIR LINES INC DEL | $135,000 | -19.6% | 3,444 | -12.8% | 0.02% | -30.4% |
DNP | New | DNP SELECT INCOME FD INC | $127,000 | – | 11,666 | +100.0% | 0.02% | – |
ADP | AUTOMATIC DATA PROCESSING IN | $120,000 | +23.7% | 487 | 0.0% | 0.02% | +15.4% | |
IUSB | Buy | ISHARES TRcore total usd | $124,000 | +13.8% | 2,349 | +14.6% | 0.02% | 0.0% |
ARKW | Sell | ARK ETF TRnext gnrtn inter | $121,000 | -14.8% | 1,020 | -0.2% | 0.02% | -21.1% |
XJR | Buy | ISHARES TResg scrnd s&p sm | $126,000 | +61.5% | 3,089 | +53.2% | 0.02% | +50.0% |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $114,000 | +22.6% | 1,683 | +13.2% | 0.01% | +16.7% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $111,000 | +9.9% | 925 | +2.5% | 0.01% | 0.0% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $111,000 | +12.1% | 834 | +17.3% | 0.01% | +7.7% |
DGRO | Sell | ISHARES TRcore div grwth | $111,000 | -24.0% | 2,004 | -30.9% | 0.01% | -30.0% |
FISV | Sell | FISERV INC | $116,000 | -24.2% | 1,114 | -20.8% | 0.01% | -33.3% |
HPQ | HP INC | $113,000 | +37.8% | 3,004 | 0.0% | 0.01% | +27.3% | |
T | Buy | AT&T INC | $111,000 | -7.5% | 4,492 | +1.5% | 0.01% | -12.5% |
RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $110,000 | +5.8% | 1,138 | 0.0% | 0.01% | -7.1% | |
EIX | EDISON INTL | $105,000 | +23.5% | 1,533 | 0.0% | 0.01% | +18.2% | |
PYPL | Sell | PAYPAL HLDGS INC | $107,000 | -31.0% | 566 | -4.7% | 0.01% | -38.1% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $108,000 | +45.9% | 602 | +37.8% | 0.01% | +30.0% |
BMO | BANK MONTREAL QUE | $108,000 | +8.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $110,000 | -3.5% | 2,259 | 0.0% | 0.01% | -13.3% | |
COP | Sell | CONOCOPHILLIPS | $99,000 | +5.3% | 1,376 | -1.3% | 0.01% | -7.7% |
INFN | INFINERA CORP | $96,000 | +15.7% | 10,000 | 0.0% | 0.01% | +9.1% | |
OTTR | OTTER TAIL CORP | $100,000 | +26.6% | 1,404 | 0.0% | 0.01% | +9.1% | |
ARKK | Sell | ARK ETF TRinnovation etf | $96,000 | -34.7% | 1,012 | -24.1% | 0.01% | -40.0% |
GS | GOLDMAN SACHS GROUP INC | $95,000 | +1.1% | 248 | 0.0% | 0.01% | -7.7% | |
PSX | Buy | PHILLIPS 66 | $97,000 | +7.8% | 1,343 | +4.4% | 0.01% | 0.0% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $100,000 | +20.5% | 354 | +18.8% | 0.01% | +9.1% |
O | REALTY INCOME CORP | $92,000 | +9.5% | 1,290 | 0.0% | 0.01% | 0.0% | |
BWB | BRIDGEWATER BANCSHARES INC | $88,000 | 0.0% | 5,000 | 0.0% | 0.01% | -8.3% | |
STT | STATE STR CORP | $94,000 | +10.6% | 1,006 | 0.0% | 0.01% | 0.0% | |
A | AGILENT TECHNOLOGIES INC | $93,000 | +1.1% | 582 | 0.0% | 0.01% | -8.3% | |
YUM | YUM BRANDS INC | $89,000 | +12.7% | 643 | 0.0% | 0.01% | 0.0% | |
EFG | Buy | ISHARES TReafe grwth etf | $87,000 | +70.6% | 792 | +65.0% | 0.01% | +57.1% |
ESGU | Buy | ISHARES TResg awr msci usa | $89,000 | +493.3% | 824 | +449.3% | 0.01% | +450.0% |
PFG | PRINCIPAL FINANCIAL GROUP IN | $86,000 | +11.7% | 1,193 | 0.0% | 0.01% | +10.0% | |
TROW | PRICE T ROWE GROUP INC | $94,000 | 0.0% | 477 | 0.0% | 0.01% | -15.4% | |
SYY | SYSCO CORP | $80,000 | 0.0% | 1,016 | 0.0% | 0.01% | -9.1% | |
ABC | Buy | AMERISOURCEBERGEN CORP | $78,000 | +11.4% | 588 | +0.2% | 0.01% | +11.1% |
CERN | CERNER CORP | $81,000 | +32.8% | 870 | 0.0% | 0.01% | +25.0% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $83,000 | +13.7% | 480 | -1.2% | 0.01% | 0.0% |
HSIC | HENRY SCHEIN INC | $78,000 | +2.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
BHK | BLACKROCK CORE BD TR | $71,000 | 0.0% | 4,292 | 0.0% | 0.01% | -10.0% | |
GOLD | Sell | BARRICK GOLD CORP | $71,000 | -12.3% | 3,753 | -16.7% | 0.01% | -18.2% |
CAH | CARDINAL HEALTH INC | $77,000 | +4.1% | 1,500 | 0.0% | 0.01% | -10.0% | |
VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $70,000 | – | 907 | +100.0% | 0.01% | – |
BATH & BODY WORKS INC | $70,000 | +11.1% | 1,000 | 0.0% | 0.01% | +12.5% | ||
JCI | Buy | JOHNSON CTLS INTL PLC | $77,000 | +26.2% | 951 | +6.9% | 0.01% | +12.5% |
GD | Buy | GENERAL DYNAMICS CORP | $72,000 | +33.3% | 344 | +24.6% | 0.01% | +28.6% |
USMV | Buy | ISHARES TRmsci usa min vol | $76,000 | +22.6% | 943 | +10.9% | 0.01% | +12.5% |
IWP | ISHARES TRrus md cp gr etf | $69,000 | +3.0% | 599 | 0.0% | 0.01% | -11.1% | |
DBRG | Buy | DIGITALBRIDGE GROUP INC | $65,000 | +54.8% | 7,845 | +14.0% | 0.01% | +33.3% |
SLB | SCHLUMBERGER LTD | $69,000 | 0.0% | 2,313 | 0.0% | 0.01% | -11.1% | |
L | LOEWS CORP | $69,000 | +6.2% | 1,200 | 0.0% | 0.01% | -11.1% | |
CAT | CATERPILLAR INC | $66,000 | +8.2% | 319 | 0.0% | 0.01% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $62,000 | +17.0% | 307 | 0.0% | 0.01% | +14.3% | |
BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $67,000 | -33.0% | 1,117 | -40.5% | 0.01% | -38.5% |
Buy | GENERAL ELECTRIC CO | $68,000 | +9.7% | 719 | +18.6% | 0.01% | 0.0% | |
IBMK | ISHARES TRibonds dec2022 | $67,000 | 0.0% | 2,577 | 0.0% | 0.01% | -11.1% | |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $68,000 | -2.9% | 1,328 | -0.2% | 0.01% | -11.1% |
BDX | BECTON DICKINSON & CO | $62,000 | +3.3% | 246 | 0.0% | 0.01% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $69,000 | +11.3% | 367 | 0.0% | 0.01% | 0.0% | |
KMB | Buy | KIMBERLY-CLARK CORP | $63,000 | +43.2% | 442 | +31.9% | 0.01% | +33.3% |
ADRE | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $68,000 | -4.2% | 1,478 | 0.0% | 0.01% | -20.0% | |
EW | Buy | EDWARDS LIFESCIENCES CORP | $61,000 | +19.6% | 469 | +4.2% | 0.01% | 0.0% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $58,000 | +18.4% | 984 | +9.3% | 0.01% | 0.0% |
FSP | FRANKLIN STR PPTYS CORP | $60,000 | +30.4% | 10,021 | 0.0% | 0.01% | +16.7% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $56,000 | +75.0% | 1,269 | +51.8% | 0.01% | +75.0% |
APD | Buy | AIR PRODS & CHEMS INC | $57,000 | +46.2% | 186 | +21.6% | 0.01% | +40.0% |
DHR | Buy | DANAHER CORPORATION | $58,000 | +132.0% | 177 | +113.3% | 0.01% | +133.3% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $54,000 | +14.9% | 853 | +15.3% | 0.01% | +16.7% |
WBA | WALGREENS BOOTS ALLIANCE INC | $60,000 | +11.1% | 1,142 | 0.0% | 0.01% | 0.0% | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $60,000 | +25.0% | 291 | 0.0% | 0.01% | +16.7% | |
VDC | VANGUARD WORLD FDSconsum stp etf | $61,000 | +10.9% | 307 | 0.0% | 0.01% | 0.0% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $58,000 | +23.4% | 233 | +3.1% | 0.01% | +16.7% |
LOW | Buy | LOWES COS INC | $56,000 | +107.4% | 216 | +62.4% | 0.01% | +75.0% |
LMT | Buy | LOCKHEED MARTIN CORP | $55,000 | +7.8% | 154 | +4.8% | 0.01% | 0.0% |
PII | POLARIS INC | $55,000 | -8.3% | 500 | 0.0% | 0.01% | -12.5% | |
SCZ | ISHARES TReafe sml cp etf | $54,000 | -1.8% | 740 | 0.0% | 0.01% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $58,000 | +9.4% | 872 | 0.0% | 0.01% | 0.0% | |
CNSL | CONSOLIDATED COMM HLDGS INC | $54,000 | -18.2% | 7,184 | 0.0% | 0.01% | -22.2% | |
TJX | Buy | TJX COS INC NEW | $59,000 | +156.5% | 780 | +126.7% | 0.01% | +133.3% |
C | Buy | CITIGROUP INC | $58,000 | -6.5% | 966 | +9.0% | 0.01% | -12.5% |
CSM | Buy | PROSHARES TRlarge cap cre | $57,000 | +11.8% | 510 | +0.2% | 0.01% | 0.0% |
ALC | Buy | ALCON AG | $50,000 | +16.3% | 572 | +6.5% | 0.01% | 0.0% |
WPC | Sell | WP CAREY INC | $53,000 | +3.9% | 643 | -7.3% | 0.01% | -14.3% |
BFB | Sell | BROWN FORMAN CORPcl b | $47,000 | -4.1% | 647 | -10.9% | 0.01% | -14.3% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $48,000 | +118.2% | 731 | +88.9% | 0.01% | +100.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $53,000 | +26.2% | 151 | +0.7% | 0.01% | 0.0% |
STZ | CONSTELLATION BRANDS INCcl a | $47,000 | +20.5% | 187 | 0.0% | 0.01% | +20.0% | |
FNV | FRANCO NEV CORP | $48,000 | +6.7% | 350 | 0.0% | 0.01% | 0.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $52,000 | 0.0% | 287 | 0.0% | 0.01% | -14.3% | |
NOC | Buy | NORTHROP GRUMMAN CORP | $48,000 | +33.3% | 125 | +25.0% | 0.01% | +20.0% |
U | New | UNITY SOFTWARE INC | $47,000 | – | 327 | +100.0% | 0.01% | – |
AOM | Buy | ISHARES TRmodert alloc etf | $50,000 | +4.2% | 1,105 | +2.5% | 0.01% | 0.0% |
DOW | DOW INC | $52,000 | -1.9% | 924 | 0.0% | 0.01% | -14.3% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $50,000 | -13.8% | 395 | 0.0% | 0.01% | -25.0% | |
SWK | Buy | STANLEY BLACK & DECKER INC | $52,000 | +8.3% | 277 | +0.4% | 0.01% | 0.0% |
QUAL | ISHARES TRmsci usa qlt fct | $47,000 | +9.3% | 323 | 0.0% | 0.01% | 0.0% | |
EFV | Buy | ISHARES TReafe value etf | $47,000 | +327.3% | 937 | +327.9% | 0.01% | +500.0% |
HPE | HEWLETT PACKARD ENTERPRISE C | $46,000 | +12.2% | 2,891 | 0.0% | 0.01% | 0.0% | |
SO | SOUTHERN CO | $49,000 | +11.4% | 718 | 0.0% | 0.01% | 0.0% | |
SHOP | Buy | SHOPIFY INCcl a | $52,000 | +52.9% | 38 | +52.0% | 0.01% | +20.0% |
SYK | Sell | STRYKER CORPORATION | $47,000 | -39.0% | 175 | -39.9% | 0.01% | -40.0% |
HZNP | HORIZON THERAPEUTICS PUB L | $43,000 | -2.3% | 400 | 0.0% | 0.01% | -16.7% | |
WELL | Buy | WELLTOWER INC | $40,000 | +53.8% | 466 | +49.4% | 0.01% | +66.7% |
GLW | CORNING INC | $37,000 | +2.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $38,000 | +11.8% | 244 | 0.0% | 0.01% | 0.0% | |
SPAB | Sell | SPDR SER TRportfolio agrgte | $39,000 | -25.0% | 1,301 | -24.8% | 0.01% | -28.6% |
IWV | ISHARES TRrussell 3000 etf | $41,000 | +10.8% | 146 | 0.0% | 0.01% | 0.0% | |
AEP | AMERICAN ELEC PWR CO INC | $45,000 | +9.8% | 509 | 0.0% | 0.01% | -16.7% | |
IVE | ISHARES TRs&p 500 val etf | $45,000 | +7.1% | 287 | 0.0% | 0.01% | -16.7% | |
MSI | MOTOROLA SOLUTIONS INC | $42,000 | +16.7% | 153 | 0.0% | 0.01% | 0.0% | |
AMP | Buy | AMERIPRISE FINL INC | $44,000 | +25.7% | 146 | +9.8% | 0.01% | 0.0% |
FDX | Buy | FEDEX CORP | $39,000 | +69.6% | 152 | +44.8% | 0.01% | +66.7% |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $45,000 | +9.8% | 744 | 0.0% | 0.01% | -16.7% | |
DBL | DOUBLELINE OPPORTUNISTIC CR | $43,000 | -4.4% | 2,267 | 0.0% | 0.01% | -16.7% | |
CARR | Buy | CARRIER GLOBAL CORPORATION | $43,000 | +7.5% | 792 | +2.1% | 0.01% | 0.0% |
FSLR | FIRST SOLAR INC | $44,000 | -8.3% | 500 | 0.0% | 0.01% | -16.7% | |
IYR | ISHARES TRu.s. real es etf | $42,000 | +13.5% | 365 | 0.0% | 0.01% | 0.0% | |
SWN | New | SOUTHWESTERN ENERGY CO | $38,000 | – | 8,080 | +100.0% | 0.01% | – |
BFA | BROWN FORMAN CORPcl a | $40,000 | +8.1% | 590 | 0.0% | 0.01% | 0.0% | |
GM | GENERAL MTRS CO | $41,000 | +10.8% | 693 | 0.0% | 0.01% | 0.0% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $43,000 | +4.9% | 1,114 | +5.5% | 0.01% | -16.7% |
SHM | New | SPDR SER TRnuveen blmbrg sh | $33,000 | – | 661 | +100.0% | 0.00% | – |
NXPI | Buy | NXP SEMICONDUCTORS N V | $30,000 | +20.0% | 132 | +3.9% | 0.00% | +33.3% |
EPD | ENTERPRISE PRODS PARTNERS L | $29,000 | 0.0% | 1,323 | 0.0% | 0.00% | 0.0% | |
D | DOMINION ENERGY INC | $32,000 | +6.7% | 410 | 0.0% | 0.00% | 0.0% | |
ARLP | New | ALLIANCE RESOURCE PARTNERS Lut ltd part | $32,000 | – | 2,500 | +100.0% | 0.00% | – |
FNB | F N B CORP | $36,000 | +2.9% | 3,000 | 0.0% | 0.00% | -20.0% | |
VLO | VALERO ENERGY CORP | $34,000 | +6.2% | 453 | 0.0% | 0.00% | 0.0% | |
ETN | Buy | EATON CORP PLC | $33,000 | +22.2% | 190 | +5.0% | 0.00% | 0.0% |
WMB | WILLIAMS COS INC | $31,000 | 0.0% | 1,180 | 0.0% | 0.00% | 0.0% | |
CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $32,000 | -8.6% | 1,810 | -12.1% | 0.00% | -20.0% |
SEE | SEALED AIR CORP NEW | $36,000 | +24.1% | 534 | 0.0% | 0.00% | 0.0% | |
MO | Buy | ALTRIA GROUP INC | $30,000 | +15.4% | 633 | +9.0% | 0.00% | +33.3% |
GPC | Buy | GENUINE PARTS CO | $30,000 | +130.8% | 214 | +103.8% | 0.00% | +100.0% |
GPMT | GRANITE PT MTG TR INC | $36,000 | -12.2% | 3,099 | 0.0% | 0.00% | -33.3% | |
MET | METLIFE INC | $33,000 | +3.1% | 525 | 0.0% | 0.00% | 0.0% | |
NTLA | New | INTELLIA THERAPEUTICS INC | $35,000 | – | 299 | +100.0% | 0.00% | – |
EL | LAUDER ESTEE COS INCcl a | $30,000 | +25.0% | 80 | 0.0% | 0.00% | +33.3% | |
RQI | COHEN & STEERS QUALITY INCOM | $35,000 | +25.0% | 1,900 | 0.0% | 0.00% | 0.0% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $36,000 | +71.4% | 122 | +54.4% | 0.00% | +33.3% |
TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $32,000 | -3.0% | 412 | 0.0% | 0.00% | 0.0% | |
LRCX | Buy | LAM RESEARCH CORP | $29,000 | +45.0% | 41 | +13.9% | 0.00% | +33.3% |
LHX | L3HARRIS TECHNOLOGIES INC | $30,000 | -3.2% | 143 | 0.0% | 0.00% | 0.0% | |
KWEB | Sell | KRANESHARES TRcsi chi internet | $31,000 | -31.1% | 850 | -10.5% | 0.00% | -33.3% |
BKNG | BOOKING HOLDINGS INC | $31,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $29,000 | -9.4% | 573 | 0.0% | 0.00% | 0.0% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $33,000 | +3.1% | 1,843 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORP | $35,000 | -20.5% | 1,750 | 0.0% | 0.00% | -33.3% | |
IGSB | ISHARES TR | $33,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% | |
IWL | New | ISHARES TRrus top 200 etf | $34,000 | – | 296 | +100.0% | 0.00% | – |
ISTB | ISHARES TRcore 1 5 yr usd | $33,000 | 0.0% | 645 | 0.0% | 0.00% | 0.0% | |
JACK | JACK IN THE BOX INC | $35,000 | -10.3% | 400 | 0.0% | 0.00% | -20.0% | |
AVGO | Buy | BROADCOM INC | $31,000 | +210.0% | 47 | +135.0% | 0.00% | +300.0% |
EWJ | ISHARES INCmsci jpn etf new | $29,000 | -3.3% | 431 | 0.0% | 0.00% | 0.0% | |
INTU | New | INTUIT | $25,000 | – | 39 | +100.0% | 0.00% | – |
ARKX | ARK ETF TRark space expl | $28,000 | -3.4% | 1,500 | 0.0% | 0.00% | -25.0% | |
MS | Buy | MORGAN STANLEY | $21,000 | +425.0% | 219 | +447.5% | 0.00% | +200.0% |
HRL | HORMEL FOODS CORP | $21,000 | +16.7% | 430 | 0.0% | 0.00% | +50.0% | |
AMD | Sell | ADVANCED MICRO DEVICES INC | $22,000 | -21.4% | 150 | -45.5% | 0.00% | -25.0% |
MKC | MCCORMICK & CO INC | $24,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
OKTA | Buy | OKTA INCcl a | $25,000 | 0.0% | 110 | +4.8% | 0.00% | 0.0% |
TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $23,000 | 0.0% | 2,900 | +20.8% | 0.00% | 0.0% |
NLY | ANNALY CAPITAL MANAGEMENT IN | $22,000 | -8.3% | 2,841 | 0.0% | 0.00% | 0.0% | |
ATVI | Sell | ACTIVISION BLIZZARD INC | $27,000 | -15.6% | 400 | -3.6% | 0.00% | -25.0% |
MKL | New | MARKEL CORP | $22,000 | – | 18 | +100.0% | 0.00% | – |
WM | WASTE MGMT INC DEL | $24,000 | +9.1% | 144 | 0.0% | 0.00% | 0.0% | |
EQIX | Buy | EQUINIX INC | $22,000 | +144.4% | 26 | +116.7% | 0.00% | +200.0% |
DHI | D R HORTON INC | $21,000 | +23.5% | 197 | 0.0% | 0.00% | +50.0% | |
GSS | GOLDEN STAR RES LTD CDA | $23,000 | +64.3% | 6,092 | 0.0% | 0.00% | +50.0% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $24,000 | +9.1% | 216 | +1.9% | 0.00% | 0.0% |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $27,000 | – | 162 | +100.0% | 0.00% | – |
GDXJ | VANECK ETF TRUSTjunior gold mine | $25,000 | +8.7% | 600 | 0.0% | 0.00% | 0.0% | |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | +2100.0% | 299 | +1473.7% | 0.00% | – |
PBA | PEMBINA PIPELINE CORP | $26,000 | -3.7% | 850 | 0.0% | 0.00% | -25.0% | |
DEO | Buy | DIAGEO PLCspon adr new | $27,000 | +170.0% | 121 | +132.7% | 0.00% | +200.0% |
YUMC | YUM CHINA HLDGS INC | $26,000 | -16.1% | 531 | 0.0% | 0.00% | -25.0% | |
New | DIGITAL WORLD ACQUISITION CO | $23,000 | – | 442 | +100.0% | 0.00% | – | |
BAX | BAXTER INTL INC | $28,000 | +3.7% | 331 | 0.0% | 0.00% | -25.0% | |
FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $21,000 | -4.5% | 1,047 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $22,000 | +4.8% | 180 | 0.0% | 0.00% | 0.0% | |
MTUM | Buy | ISHARES TRmsci usa mmentm | $24,000 | +4.3% | 134 | +0.8% | 0.00% | 0.0% |
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $25,000 | +8.7% | 859 | 0.0% | 0.00% | 0.0% | |
WPM | WHEATON PRECIOUS METALS CORP | $21,000 | +10.5% | 500 | 0.0% | 0.00% | 0.0% | |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $23,000 | +91.7% | 375 | +87.5% | 0.00% | +50.0% |
DD | DUPONT DE NEMOURS INC | $26,000 | +18.2% | 323 | 0.0% | 0.00% | 0.0% | |
TTC | TORO CO | $26,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $22,000 | +10.0% | 253 | +3.3% | 0.00% | 0.0% |
XT | ISHARES TRexponential tech | $26,000 | +4.0% | 400 | 0.0% | 0.00% | 0.0% | |
DG | DOLLAR GEN CORP NEW | $23,000 | +15.0% | 96 | 0.0% | 0.00% | 0.0% | |
CNP | Buy | CENTERPOINT ENERGY INC | $27,000 | +440.0% | 958 | +335.5% | 0.00% | +200.0% |
PGR | Buy | PROGRESSIVE CORP | $23,000 | +43.8% | 228 | +30.3% | 0.00% | +50.0% |
PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $23,000 | – | 839 | +100.0% | 0.00% | – |
COIN | New | COINBASE GLOBAL INC | $21,000 | – | 82 | +100.0% | 0.00% | – |
AMCR | AMCOR PLCord | $26,000 | +4.0% | 2,132 | 0.0% | 0.00% | 0.0% | |
BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $27,000 | -3.6% | 750 | 0.0% | 0.00% | -25.0% | |
NTR | NUTRIEN LTD | $22,000 | +15.8% | 290 | 0.0% | 0.00% | 0.0% | |
LIN | LINDE PLC | $23,000 | +21.1% | 66 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP | $14,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP | $19,000 | +5.6% | 80 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $18,000 | -14.3% | 1,000 | 0.0% | 0.00% | -33.3% | |
APA | APA CORPORATION | $13,000 | +30.0% | 481 | 0.0% | 0.00% | +100.0% | |
ARCC | New | ARES CAPITAL CORP | $15,000 | – | 714 | +100.0% | 0.00% | – |
BCE | New | BCE INC | $19,000 | – | 371 | +100.0% | 0.00% | – |
BP | BP PLCsponsored adr | $16,000 | 0.0% | 596 | 0.0% | 0.00% | 0.0% | |
MPV | BARINGS PARTN INVSsh ben int | $14,000 | +7.7% | 953 | 0.0% | 0.00% | 0.0% | |
BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $13,000 | +18.2% | 150 | +7.1% | 0.00% | +100.0% |
BWA | BORGWARNER INC | $14,000 | +7.7% | 305 | 0.0% | 0.00% | 0.0% | |
CDW | New | CDW CORP | $20,000 | – | 98 | +100.0% | 0.00% | – |
CME | CME GROUP INC | $18,000 | +20.0% | 78 | 0.0% | 0.00% | 0.0% | |
CMS | CMS ENERGY CORP | $20,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% | |
CP | New | CANADIAN PAC RY LTD | $15,000 | – | 209 | +100.0% | 0.00% | – |
CNC | CENTENE CORP DEL | $20,000 | +33.3% | 244 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $13,000 | +18.2% | 142 | 0.0% | 0.00% | +100.0% | |
CL | COLGATE PALMOLIVE CO | $15,000 | +15.4% | 177 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC | $20,000 | 0.0% | 582 | 0.0% | 0.00% | -33.3% | |
CVET | COVETRUS INC | $16,000 | +6.7% | 800 | 0.0% | 0.00% | 0.0% | |
CRY | CRYOLIFE INC | $17,000 | -10.5% | 850 | 0.0% | 0.00% | -33.3% | |
CMI | CUMMINS INC | $13,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
DFUS | DIMENSIONAL ETF TRUSTus equity etf | $18,000 | +12.5% | 348 | 0.0% | 0.00% | 0.0% | |
DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $16,000 | +6.7% | 261 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP | $16,000 | +23.1% | 86 | 0.0% | 0.00% | 0.0% | |
DUK | New | DUKE ENERGY CORP NEW | $18,000 | – | 168 | +100.0% | 0.00% | – |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $16,000 | -40.7% | 1,410 | -26.2% | 0.00% | -50.0% |
BITQ | Buy | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $14,000 | +7.7% | 643 | +7.2% | 0.00% | 0.0% |
EXPD | EXPEDITORS INTL WASH INC | $18,000 | +12.5% | 133 | 0.0% | 0.00% | 0.0% | |
FVD | FIRST TR VALUE LINE DIVID IN | $14,000 | +7.7% | 336 | 0.0% | 0.00% | 0.0% | |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $13,000 | – | 250 | +100.0% | 0.00% | – |
F | Sell | FORD MTR CO DEL | $14,000 | +16.7% | 670 | -23.4% | 0.00% | 0.0% |
IT | New | GARTNER INC | $17,000 | – | 52 | +100.0% | 0.00% | – |
GPN | GLOBAL PMTS INC | $14,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
GWRE | Buy | GUIDEWIRE SOFTWARE INC | $18,000 | 0.0% | 162 | +8.0% | 0.00% | 0.0% |
PEAK | New | HEALTHPEAK PROPERTIES INC | $13,000 | – | 374 | +100.0% | 0.00% | – |
XENT | INTERSECT ENT INC | $14,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $13,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $19,000 | +5.6% | 1,025 | 0.0% | 0.00% | 0.0% | |
PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $15,000 | +7.1% | 120 | 0.0% | 0.00% | 0.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $17,000 | +13.3% | 243 | 0.0% | 0.00% | 0.0% | |
EWC | ISHARES INCmsci cda etf | $19,000 | +5.6% | 505 | 0.0% | 0.00% | 0.0% | |
DVY | Sell | ISHARES TRselect divid etf | $18,000 | -30.8% | 150 | -33.3% | 0.00% | -33.3% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $18,000 | -41.9% | 62 | -41.0% | 0.00% | -50.0% |
AOK | ISHARES TRconser alloc etf | $15,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
GOVT | New | ISHARES TRus treas bd etf | $14,000 | – | 532 | +100.0% | 0.00% | – |
STIP | ISHARES TR0-5 yr tips etf | $17,000 | +6.2% | 156 | 0.0% | 0.00% | 0.0% | |
VLUE | New | ISHARES TRmsci usa value | $15,000 | – | 133 | +100.0% | 0.00% | – |
KGC | KINROSS GOLD CORP | $19,000 | +5.6% | 3,350 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $17,000 | +13.3% | 100 | 0.0% | 0.00% | 0.0% | |
MLM | New | MARTIN MARIETTA MATLS INC | $13,000 | – | 29 | +100.0% | 0.00% | – |
MCK | MCKESSON CORP | $13,000 | +18.2% | 54 | 0.0% | 0.00% | +100.0% | |
MXF | MEXICO FD INC | $16,000 | +6.7% | 1,017 | 0.0% | 0.00% | 0.0% | |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $18,000 | +12.5% | 205 | +99.0% | 0.00% | 0.0% |
MOS | MOSAIC CO NEW | $20,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | |
NNN | Sell | NATIONAL RETAIL PROPERTIES I | $13,000 | -18.8% | 279 | -26.4% | 0.00% | 0.0% |
ORLY | New | OREILLY AUTOMOTIVE INC | $15,000 | – | 21 | +100.0% | 0.00% | – |
OXY | OCCIDENTAL PETE CORP | $17,000 | -5.6% | 600 | 0.0% | 0.00% | 0.0% | |
OKE | Buy | ONEOK INC NEW | $20,000 | +53.8% | 334 | +52.5% | 0.00% | 0.0% |
OGN | Sell | ORGANON & CO | $17,000 | -5.6% | 545 | -3.0% | 0.00% | 0.0% |
ROK | Buy | ROCKWELL AUTOMATION INC | $18,000 | +500.0% | 51 | +466.7% | 0.00% | – |
RY | ROYAL BK CDA | $17,000 | +6.2% | 160 | 0.0% | 0.00% | 0.0% | |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $18,000 | 0.0% | 407 | +1.8% | 0.00% | 0.0% |
RGLD | ROYAL GOLD INC | $16,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% | |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $17,000 | +6.2% | 214 | +3.4% | 0.00% | 0.0% |
SCHH | SCHWAB STRATEGIC TRus reit etf | $14,000 | +7.7% | 275 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $19,000 | +11.8% | 376 | 0.0% | 0.00% | 0.0% | |
SGFY | New | SIGNIFY HEALTH INC | $17,000 | – | 1,200 | +100.0% | 0.00% | – |
SJM | SMUCKER J M CO | $14,000 | +7.7% | 105 | 0.0% | 0.00% | 0.0% | |
SLDB | New | SOLID BIOSCIENCES INC | $14,000 | – | 8,000 | +100.0% | 0.00% | – |
SPE | Buy | SPECIAL OPPORTUNITIES FD INC | $17,000 | +6.2% | 1,106 | +5.9% | 0.00% | 0.0% |
RJI | SWEDISH EXPT CR CORProg ttl etn 22 | $14,000 | +7.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
TRP | Buy | TC ENERGY CORP | $15,000 | +7.1% | 328 | +11.2% | 0.00% | 0.0% |
TTE | Buy | TOTALENERGIES SEsponsored ads | $18,000 | +80.0% | 364 | +74.2% | 0.00% | +100.0% |
TSCO | New | TRACTOR SUPPLY CO | $15,000 | – | 61 | +100.0% | 0.00% | – |
TFC | Buy | TRUIST FINL CORP | $17,000 | +325.0% | 288 | +357.1% | 0.00% | +100.0% |
HYD | New | VANECK ETF TRUSThigh yld munietf | $20,000 | – | 326 | +100.0% | 0.00% | – |
VRSK | Sell | VERISK ANALYTICS INC | $13,000 | -72.9% | 59 | -75.2% | 0.00% | -66.7% |
VTRS | Sell | VIATRIS INC | $20,000 | -4.8% | 1,452 | -5.4% | 0.00% | -33.3% |
VICTORIAS SECRET AND CO | $18,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% | ||
WU | WESTERN UN CO | $20,000 | -9.1% | 1,099 | 0.0% | 0.00% | -33.3% | |
AON | Sell | AON PLC | $13,000 | -80.0% | 44 | -80.8% | 0.00% | -77.8% |
AY | ATLANTICA SUSTAINABLE INFR P | $18,000 | +5.9% | 500 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $16,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
STE | New | STERIS PLC | $14,000 | – | 59 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $16,000 | – | 68 | +100.0% | 0.00% | – |
TEL | TE CONNECTIVITY LTD | $12,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% | |
TIP | New | ISHARES TRtips bd etf | $6,000 | – | 48 | +100.0% | 0.00% | – |
HFRO | Buy | HIGHLAND INCOME FD | $6,000 | 0.0% | 544 | +2.1% | 0.00% | 0.0% |
HEIA | New | HEICO CORP NEWcl a | $6,000 | – | 45 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $7,000 | – | 405 | +100.0% | 0.00% | – |
EVRG | EVERGY INC | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
NPK | NATIONAL PRESTO INDS INC | $12,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% | |
EPAM | New | EPAM SYS INC | $10,000 | – | 15 | +100.0% | 0.00% | – |
IRDM | New | IRIDIUM COMMUNICATIONS INC | $5,000 | – | 112 | +100.0% | 0.00% | – |
HAL | HALLIBURTON CO | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
New | HAGERTY INC | $11,000 | – | 769 | +100.0% | 0.00% | – | |
RPAR | Buy | TIDAL ETF TRrpar risk pari | $12,000 | +9.1% | 459 | +1.1% | 0.00% | 0.0% |
EBAY | EBAY INC. | $10,000 | -9.1% | 151 | 0.0% | 0.00% | 0.0% | |
PAYX | Sell | PAYCHEX INC | $6,000 | -80.6% | 41 | -85.0% | 0.00% | -75.0% |
PRU | PRUDENTIAL FINL INC | $11,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
PALL | ABERDEEN STD PALLADIUM ETF Tphyscl palladm | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $6,000 | – | 191 | +100.0% | 0.00% | – |
TRU | Sell | TRANSUNION | $10,000 | -33.3% | 88 | -35.3% | 0.00% | -50.0% |
XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $8,000 | +14.3% | 151 | 0.0% | 0.00% | 0.0% | |
EMN | EASTMAN CHEM CO | $5,000 | +25.0% | 40 | 0.0% | 0.00% | 0.0% | |
TMQ | TRILOGY METALS INC NEW | $7,000 | -12.5% | 4,500 | 0.0% | 0.00% | 0.0% | |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $10,000 | -44.4% | 17 | -46.9% | 0.00% | -50.0% |
TSP | New | TUSIMPLE HLDGS INCcl a | $7,000 | – | 208 | +100.0% | 0.00% | – |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $5,000 | – | 14 | +100.0% | 0.00% | – |
JBSS | SANFILIPPO JOHN B & SON INC | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
OMC | Buy | OMNICOM GROUP INC | $5,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
EFAV | ISHARES TRmsci eafe min vl | $6,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
KHC | KRAFT HEINZ CO | $6,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
FIVG | ETF SER SOLUTIONSdefiance next | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
AIQ | GLOBAL X FDSartificial etf | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
PATH | New | UIPATH INCcl a | $10,000 | – | 229 | +100.0% | 0.00% | – |
DRIV | Buy | GLOBAL X FDSautonmous ev etf | $12,000 | +1100.0% | 382 | +664.0% | 0.00% | – |
CLOU | GLOBAL X FDS | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $6,000 | – | 49 | +100.0% | 0.00% | – |
GAIN | GLADSTONE INVT CORP | $7,000 | +40.0% | 393 | 0.0% | 0.00% | 0.0% | |
DBX | DROPBOX INCcl a | $5,000 | -16.7% | 215 | 0.0% | 0.00% | 0.0% | |
DCI | New | DONALDSON INC | $7,000 | – | 112 | +100.0% | 0.00% | – |
GEL | GENESIS ENERGY L Punit ltd partn | $11,000 | +10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
MTB | Buy | M & T BK CORP | $12,000 | +140.0% | 79 | +119.4% | 0.00% | 0.0% |
EAOA | Buy | ISHARES TResg aware aggrsv | $9,000 | 0.0% | 268 | +3.1% | 0.00% | 0.0% |
RPT | New | RPT REALTYsh ben int | $7,000 | – | 523 | +100.0% | 0.00% | – |
IFRA | Buy | ISHARES TRus infrastruc | $8,000 | +14.3% | 204 | +1.0% | 0.00% | 0.0% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | +60.0% | 149 | +58.5% | 0.00% | 0.0% |
RSX | New | VANECK ETF TRUSTvaneck russia et | $8,000 | – | 300 | +100.0% | 0.00% | – |
IGOV | ISHARES TRintl trea bd etf | $10,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% | |
XMPT | Buy | VANECK ETF TRUST | $5,000 | 0.0% | 165 | +1.2% | 0.00% | 0.0% |
DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $11,000 | +10.0% | 221 | 0.0% | 0.00% | 0.0% | |
APPS | DIGITAL TURBINE INC | $12,000 | -14.3% | 200 | 0.0% | 0.00% | -50.0% | |
GCP | GCP APPLIED TECHNOLOGIES INC | $7,000 | +40.0% | 232 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $9,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
DVN | Buy | DEVON ENERGY CORP NEW | $6,000 | +20.0% | 133 | +2.3% | 0.00% | 0.0% |
AME | New | AMETEK INC | $10,000 | – | 65 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $8,000 | 0.0% | 239 | 0.0% | 0.00% | 0.0% | |
MSCI | Sell | MSCI INC | $5,000 | -93.6% | 8 | -93.8% | 0.00% | -90.0% |
PPG | PPG INDS INC | $9,000 | +28.6% | 52 | 0.0% | 0.00% | 0.0% | |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $7,000 | – | 106 | +100.0% | 0.00% | – |
BOND | PIMCO ETF TRactive bd etf | $6,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $7,000 | -12.5% | 92 | 0.0% | 0.00% | 0.0% | |
REZI | Buy | RESIDEO TECHNOLOGIES INC | $6,000 | +20.0% | 225 | +1.8% | 0.00% | 0.0% |
FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $10,000 | -9.1% | 301 | 0.0% | 0.00% | 0.0% | |
SPNE | Sell | SEASPINE HLDGS CORP | $7,000 | -56.2% | 500 | -50.0% | 0.00% | -50.0% |
IYE | New | ISHARES TRu.s. energy etf | $9,000 | – | 302 | +100.0% | 0.00% | – |
FTV | Buy | FORTIVE CORP | $6,000 | +100.0% | 73 | +78.0% | 0.00% | – |
XLE | SELECT SECTOR SPDR TRenergy | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC | $5,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
ROP | Sell | ROPER TECHNOLOGIES INC | $12,000 | -52.0% | 25 | -55.4% | 0.00% | -66.7% |
AGNC | AGNC INVT CORP | $8,000 | -11.1% | 554 | 0.0% | 0.00% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $10,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $8,000 | +14.3% | 163 | 0.0% | 0.00% | 0.0% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $11,000 | -26.7% | 160 | -31.0% | 0.00% | -50.0% |
CMP | COMPASS MINERALS INTL INC | $6,000 | -25.0% | 127 | 0.0% | 0.00% | 0.0% | |
SRE | SEMPRA | $5,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
NOW | New | SERVICENOW INC | $7,000 | – | 11 | +100.0% | 0.00% | – |
ROST | ROSS STORES INC | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
VTEB | VANGUARD MUN BD FDStax exempt bd | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
LC | New | LENDINGCLUB CORP | $5,000 | – | 200 | +100.0% | 0.00% | – |
RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $7,000 | – | 117 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $9,000 | – | 14 | +100.0% | 0.00% | – |
BETZ | LISTED FD TRroundhill sports | $6,000 | -25.0% | 251 | 0.0% | 0.00% | 0.0% | |
SSYS | Buy | STRATASYS LTD | $7,000 | +600.0% | 288 | +772.7% | 0.00% | – |
MU | New | MICRON TECHNOLOGY INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
CM | CANADIAN IMP BK COMM | $6,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | – | 13 | +100.0% | 0.00% | – |
CNA | CNA FINL CORP | $6,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INCcl a | $6,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
CYBR | New | CYBERARK SOFTWARE LTD | $11,000 | – | 66 | +100.0% | 0.00% | – |
PDD | New | PINDUODUO INCsponsored ads | $5,000 | – | 85 | +100.0% | 0.00% | – |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $7,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $5,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
PCAR | PACCAR INC | $6,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
ADI | Buy | ANALOG DEVICES INC | $10,000 | +42.9% | 57 | +32.6% | 0.00% | 0.0% |
CHKP | CHECK POINT SOFTWARE TECH LTord | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
ANSS | Sell | ANSYS INC | $5,000 | -73.7% | 12 | -78.2% | 0.00% | -66.7% |
WH | WYNDHAM HOTELS & RESORTS INC | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% | |
IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $8,000 | – | 50 | +100.0% | 0.00% | – |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $8,000 | -60.0% | 60 | -64.7% | 0.00% | -66.7% |
PHYS | SPROTT PHYSICAL GOLD TRunit | $10,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
KL | KIRKLAND LAKE GOLD LTD | $5,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
VST | VISTRA CORP | $11,000 | +22.2% | 500 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $7,000 | +16.7% | 125 | 0.0% | 0.00% | 0.0% | |
VMC | New | VULCAN MATLS CO | $5,000 | – | 24 | +100.0% | 0.00% | – |
SQ | Sell | BLOCK INCcl a | $10,000 | -44.4% | 61 | -20.8% | 0.00% | -50.0% |
AMJ | JPMORGAN CHASE & COalerian ml etn | $11,000 | -8.3% | 639 | 0.0% | 0.00% | -50.0% | |
IR | INGERSOLL RAND INC | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% | |
INDI | New | INDIE SEMICONDUCTOR INC | $5,000 | – | 393 | +100.0% | 0.00% | – |
IXG | New | ISHARES TRglobal finls etf | $8,000 | – | 106 | +100.0% | 0.00% | – |
BKI | New | BLACK KNIGHT INC | $5,000 | – | 65 | +100.0% | 0.00% | – |
STLD | STEEL DYNAMICS INC | $8,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
SRCL | Sell | STERICYCLE INC | $6,000 | -77.8% | 100 | -75.0% | 0.00% | -75.0% |
WSO | WATSCO INC | $6,000 | +20.0% | 19 | 0.0% | 0.00% | 0.0% | |
FIS | New | FIDELITY NATL INFORMATION SV | $7,000 | – | 64 | +100.0% | 0.00% | – |
SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $12,000 | 0.0% | 1,699 | 0.0% | 0.00% | -50.0% | |
RIG | New | TRANSOCEAN LTD | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
WST | New | WEST PHARMACEUTICAL SVSC INC | $8,000 | – | 16 | +100.0% | 0.00% | – |
WDAY | Buy | WORKDAY INCcl a | $11,000 | +22.2% | 41 | +17.1% | 0.00% | 0.0% |
IXN | New | ISHARES TRglobal tech etf | $11,000 | – | 178 | +100.0% | 0.00% | – |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $6,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
BLL | New | BALL CORP | $8,000 | – | 86 | +100.0% | 0.00% | – |
IDXX | Sell | IDEXX LABS INC | $5,000 | -83.9% | 8 | -84.0% | 0.00% | -75.0% |
DLN | Buy | WISDOMTREE TRus largecap divd | $12,000 | +9.1% | 188 | +100.0% | 0.00% | 0.0% |
AGG | Buy | ISHARES TRcore us aggbd et | $5,000 | +25.0% | 45 | +18.4% | 0.00% | 0.0% |
AYRO | New | AYRO INC | $5,000 | – | 3,000 | +100.0% | 0.00% | – |
ITT | ITT INC | $10,000 | +25.0% | 94 | 0.0% | 0.00% | 0.0% | |
EXR | New | EXTRA SPACE STORAGE INC | $12,000 | – | 52 | +100.0% | 0.00% | – |
ARCT | New | ARCTURUS THERAPEUTICS HLDGS | $6,000 | – | 170 | +100.0% | 0.00% | – |
CYRX | New | CRYOPORT INC | $0 | – | 3 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $3,000 | – | 16 | +100.0% | 0.00% | – |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
VUSB | VANGUARD BD INDEX FDSvanguard ultra | $4,000 | 0.0% | 80 | 0.0% | 0.00% | -100.0% | |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,000 | 0.0% | 63 | +28.6% | 0.00% | – |
CRON | CRONOS GROUP INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
COUP | New | COUPA SOFTWARE INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
CSGP | Sell | COSTAR GROUP INC | $2,000 | -91.3% | 30 | -88.9% | 0.00% | -100.0% |
CLR | New | CONTINENTAL RES INC | $2,000 | – | 51 | +100.0% | 0.00% | – |
VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | -100.0% | |
VEEV | Sell | VEEVA SYS INC | $2,000 | -90.5% | 8 | -89.2% | 0.00% | -100.0% |
CHD | New | CHURCH & DWIGHT CO INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
CIM | CHIMERA INVT CORP | $3,000 | 0.0% | 170 | 0.0% | 0.00% | – | |
CHWY | Sell | CHEWY INCcl a | $1,000 | -95.2% | 10 | -96.8% | 0.00% | -100.0% |
CHNG | CHANGE HEALTHCARE INC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
KMX | New | CARMAX INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
CSIQ | CANADIAN SOLAR INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
CABO | New | CABLE ONE INC | $4,000 | – | 2 | +100.0% | 0.00% | – |
CDK | CDK GLOBAL INC | $4,000 | 0.0% | 98 | 0.0% | 0.00% | -100.0% | |
CBRE | New | CBRE GROUP INCcl a | $3,000 | – | 31 | +100.0% | 0.00% | – |
BRKS | New | AZENTA INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
VCYT | New | VERACYTE INC | $4,000 | – | 96 | +100.0% | 0.00% | – |
BR | BROADRIDGE FINL SOLUTIONS IN | $4,000 | 0.0% | 24 | 0.0% | 0.00% | -100.0% | |
VIAC | VIACOMCBS INCcl b | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
VRTS | VIRTUS INVT PARTNERS INC | $1,000 | -50.0% | 5 | 0.0% | 0.00% | – | |
VSTO | VISTA OUTDOOR INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $0 | -100.0% | 16 | 0.0% | 0.00% | – | |
WNS | New | WNS HLDGS LTDspon adr | $1,000 | – | 7 | +100.0% | 0.00% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $2,000 | – | 17 | +100.0% | 0.00% | – |
BXP | BOSTON PROPERTIES INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
BL | New | BLACKLINE INC | $3,000 | – | 27 | +100.0% | 0.00% | – |
WCN | New | WASTE CONNECTIONS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
TECH | New | BIO-TECHNE CORP | $4,000 | – | 7 | +100.0% | 0.00% | – |
W | New | WAYFAIR INCcl a | $2,000 | – | 9 | +100.0% | 0.00% | – |
BIO | New | BIO RAD LABS INCcl a | $3,000 | – | 4 | +100.0% | 0.00% | – |
BYND | BEYOND MEAT INC | $3,000 | -40.0% | 50 | 0.0% | 0.00% | -100.0% | |
BBSI | BARRETT BUSINESS SVCS INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
WSC | New | WILLSCOT MOBIL MINI HLDNG CO | $2,000 | – | 60 | +100.0% | 0.00% | – |
BWXT | BWX TECHNOLOGIES INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
AVY | AVERY DENNISON CORP | $3,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
ADSK | Sell | AUTODESK INC | $3,000 | -76.9% | 10 | -77.8% | 0.00% | -100.0% |
KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
KMI | Sell | KINDER MORGAN INC DEL | $3,000 | -72.7% | 212 | -66.3% | 0.00% | -100.0% |
KIM | New | KIMCO RLTY CORP | $3,000 | – | 134 | +100.0% | 0.00% | – |
JNPR | JUNIPER NETWORKS INC | $2,000 | +100.0% | 46 | 0.0% | 0.00% | – | |
ONCY | ONCOLYTICS BIOTECH INC | $0 | – | 210 | 0.0% | 0.00% | – | |
OMF | ONEMAIN HLDGS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
New | ORION OFFICE REIT INC | $2,000 | – | 108 | +100.0% | 0.00% | – | |
OSCR | New | OSCAR HEALTH INCcl a | $2,000 | – | 200 | +100.0% | 0.00% | – |
ISR | ISORAY INC | $2,000 | -33.3% | 5,000 | 0.0% | 0.00% | – | |
PPL | PPL CORP | $3,000 | +50.0% | 89 | 0.0% | 0.00% | – | |
PACB | New | PACIFIC BIOSCIENCES CALIF IN | $4,000 | – | 201 | +100.0% | 0.00% | – |
PKG | New | PACKAGING CORP AMER | $4,000 | – | 33 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
BTU | PEABODY ENGR CORP | $0 | – | 18 | 0.0% | 0.00% | – | |
NEAR | ISHARES U S ETF TRblackrock st mat | $4,000 | 0.0% | 83 | 0.0% | 0.00% | -100.0% | |
TLH | New | ISHARES TR10-20 yr trs etf | $4,000 | – | 30 | +100.0% | 0.00% | – |
USIG | ISHARES TRusd inv grde etf | $0 | – | 5 | 0.0% | 0.00% | – | |
PM | New | PHILIP MORRIS INTL INC | $3,000 | – | 28 | +100.0% | 0.00% | – |
PSXP | PHILLIPS 66 PARTNERS LP | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
IUSG | ISHARES TRcore s&p us gwt | $4,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% | |
IUSV | ISHARES TRcore s&p us vlu | $4,000 | 0.0% | 56 | 0.0% | 0.00% | -100.0% | |
IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
PLM | Sell | POLYMET MNG CORP | $3,000 | -25.0% | 1,355 | -6.9% | 0.00% | -100.0% |
PLD | New | PROLOGIS INC. | $4,000 | – | 22 | +100.0% | 0.00% | – |
PRO | New | PROS HOLDINGS INC | $0 | – | 14 | +100.0% | 0.00% | – |
PSEC | PROSPECT CAP CORP | $3,000 | 0.0% | 415 | 0.0% | 0.00% | – | |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
PHM | PULTE GROUP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
QTWO | New | Q2 HLDGS INC | $0 | – | 6 | +100.0% | 0.00% | – |
PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | 1 | +100.0% | 0.00% | – |
DGX | QUEST DIAGNOSTICS INC | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
RPM | New | RPM INTL INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $3,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
IVR | INVESCO MORTGAGE CAPITAL INC | $0 | – | 61 | 0.0% | 0.00% | – | |
RF | REGIONS FINANCIAL CORP NEW | $3,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
RGEN | New | REPLIGEN CORP | $2,000 | – | 7 | +100.0% | 0.00% | – |
QSR | New | RESTAURANT BRANDS INTL INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
RIO | RIO TINTO PLCsponsored adr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ISRG | Sell | INTUITIVE SURGICAL INC | $3,000 | -87.5% | 9 | -62.5% | 0.00% | -100.0% |
IPG | INTERPUBLIC GROUP COS INC | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
IIPR | INNOVATIVE INDL PPTYS INC | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – | |
INGR | INGREDION INC | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% | |
MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $3,000 | 0.0% | 127 | +0.8% | 0.00% | – |
ILMN | New | ILLUMINA INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
SDY | SPDR SER TRs&p divid etf | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
HUN | HUNTSMAN CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
HIG | HARTFORD FINL SVCS GROUP INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
SRLN | SSGA ACTIVE ETF TRblackstone senr | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
ULST | SSGA ACTIVE ETF TRult sht trm bd | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
TFI | SPDR SER TRnuveen blmbrg mu | $0 | – | 4 | 0.0% | 0.00% | – | |
GBX | New | GREENBRIER COS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
GRPU | GRANITE REAL ESTATE INVT TRunit 99/99/9999 | $3,000 | +50.0% | 31 | 0.0% | 0.00% | – | |
SBRA | SABRA HEALTH CARE REIT INC | $2,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
GWW | New | GRAINGER W W INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
New | GLOBAL X FDSblockchain & bit | $2,000 | – | 90 | +100.0% | 0.00% | – | |
SNSR | GLOBAL X FDSinternet of thng | $0 | – | 5 | 0.0% | 0.00% | – | |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $0 | – | 4 | 0.0% | 0.00% | – | |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $4,000 | – | 38 | +100.0% | 0.00% | – |
FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | – | 20 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC | $1,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
AJG | New | GALLAGHER ARTHUR J & CO | $3,000 | – | 19 | +100.0% | 0.00% | – |
ULCC | FRONTIER GROUP HLDGS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $1,000 | – | 15 | +100.0% | 0.00% | – |
SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | – | 32 | +100.0% | 0.00% | – |
SE | New | SEA LTDsponsord ads | $0 | – | 2 | +100.0% | 0.00% | – |
FOX | FOX CORP | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – | |
XLF | SELECT SECTOR SPDR TRfinancial | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
FTNT | FORTINET INC | $4,000 | +33.3% | 10 | 0.0% | 0.00% | – | |
FND | New | FLOOR & DECOR HLDGS INCcl a | $3,000 | – | 21 | +100.0% | 0.00% | – |
FSR | New | FISKER INC | $4,000 | – | 250 | +100.0% | 0.00% | – |
FE | FIRSTENERGY CORP | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
MILE | Exit | METROMILE INC | $0 | – | -200 | -100.0% | 0.00% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
SNA | New | SNAP ON INC | $3,000 | – | 12 | +100.0% | 0.00% | – |
SNAP | New | SNAP INCcl a | $2,000 | – | 50 | +100.0% | 0.00% | – |
Buy | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $2,000 | +100.0% | 101 | +83.6% | 0.00% | – | |
LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,000 | 0.0% | 62 | 0.0% | 0.00% | -100.0% | |
New | SPECIAL OPPORTUNITIES FD INCright 01/21/2022 | $0 | – | 212 | +100.0% | 0.00% | – | |
SPLK | Buy | SPLUNK INC | $2,000 | +100.0% | 15 | +150.0% | 0.00% | – |
HUSV | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
SPT | New | SPROUT SOCIAL INC | $0 | – | 5 | +100.0% | 0.00% | – |
STAGWELL INC | $3,000 | +50.0% | 300 | 0.0% | 0.00% | – | ||
HDMV | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
FRC | New | FIRST REP BK SAN FRANCISCO C | $4,000 | – | 18 | +100.0% | 0.00% | – |
FHN | FIRST HORIZON CORPORATION | $3,000 | 0.0% | 180 | 0.0% | 0.00% | – | |
FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $4,000 | 0.0% | 75 | 0.0% | 0.00% | -100.0% | |
TCMD | TACTILE SYS TECHNOLOGY INC | $1,000 | -66.7% | 62 | 0.0% | 0.00% | – | |
FICO | Sell | FAIR ISAAC CORP | $2,000 | -92.6% | 4 | -94.0% | 0.00% | -100.0% |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $2,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $4,000 | -20.0% | 40 | 0.0% | 0.00% | -100.0% | |
TFX | New | TELEFLEX INCORPORATED | $3,000 | – | 8 | +100.0% | 0.00% | – |
TELL | TELLURIAN INC NEW | $0 | -100.0% | 143 | 0.0% | 0.00% | – | |
EXPE | New | EXPEDIA GROUP INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
ENTG | New | ENTEGRIS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
DDD | 3-D SYS CORP DEL | $1,000 | -50.0% | 64 | 0.0% | 0.00% | – | |
ENPH | New | ENPHASE ENERGY INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
TD | TORONTO DOMINION BK ONT | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -3 | -100.0% | 0.00% | – |
TDG | New | TRANSDIGM GROUP INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
TNL | TRAVEL PLUS LEISURE CO | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
TWLO | New | TWILIO INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
JETS | ETF SER SOLUTIONSus glb jets | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
TYL | Sell | TYLER TECHNOLOGIES INC | $2,000 | -92.9% | 3 | -95.0% | 0.00% | -100.0% |
TSN | Sell | TYSON FOODS INCcl a | $2,000 | -84.6% | 22 | -87.0% | 0.00% | -100.0% |
UGI | UGI CORP NEW | $0 | – | 4 | 0.0% | 0.00% | – | |
UBER | Buy | UBER TECHNOLOGIES INC | $2,000 | +100.0% | 53 | +96.3% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
UL | Sell | UNILEVER PLCspon adr new | $3,000 | -62.5% | 65 | -54.9% | 0.00% | -100.0% |
DT | New | DYNATRACE INC | $3,000 | – | 42 | +100.0% | 0.00% | – |
DOCU | New | DOCUSIGN INC | $4,000 | – | 28 | +100.0% | 0.00% | – |
UHS | UNIVERSAL HLTH SVCS INCcl b | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – | |
VFC | Sell | V F CORP | $2,000 | -66.7% | 33 | -64.1% | 0.00% | -100.0% |
DFS | New | DISCOVER FINL SVCS | $3,000 | – | 26 | +100.0% | 0.00% | – |
DIMENSIONAL ETF TRUSTworld ex us core | $4,000 | 0.0% | 152 | 0.0% | 0.00% | -100.0% | ||
RAAX | VANECK ETF TRUSTinflation alloca | $0 | – | 1 | 0.0% | 0.00% | – | |
ANGL | New | VANECK ETF TRUSTfallen angel hg | $3,000 | – | 104 | +100.0% | 0.00% | – |
FANG | DIAMONDBACK ENERGY INC | $3,000 | +50.0% | 25 | 0.0% | 0.00% | – | |
DXCM | New | DEXCOM INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
DTM | DT MIDSTREAM INC | $0 | – | 6 | 0.0% | 0.00% | – | |
DTE | DTE ENERGY CO | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
HYLB | New | DBX ETF TRxtrack usd high | $3,000 | – | 86 | +100.0% | 0.00% | – |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
BLV | VANGUARD BD INDEX FDSlong term bond | $4,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% | |
DBEF | New | DBX ETF TRxtrack msci eafe | $3,000 | – | 75 | +100.0% | 0.00% | – |
VYM | VANGUARD WHITEHALL FDShigh div yld | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
RE | EVEREST RE GROUP LTD | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
AEZS | AETERNA ZENTARIS INC | $0 | – | 91 | 0.0% | 0.00% | – | |
INFO | New | IHS MARKIT LTD | $2,000 | – | 16 | +100.0% | 0.00% | – |
ASIX | Buy | ADVANSIX INC | $1,000 | – | 11 | +10.0% | 0.00% | – |
AMTX | AEMETIS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
AAP | New | ADVANCE AUTO PARTS INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
APTV | New | APTIV PLC | $1,000 | – | 8 | +100.0% | 0.00% | – |
New | NU HLDGS LTD | $1,000 | – | 61 | +100.0% | 0.00% | – | |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,000 | +33.3% | 32 | 0.0% | 0.00% | – | |
OPK | Exit | OPKO HEALTH INC | $0 | – | -750 | -100.0% | 0.00% | – |
SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -23 | -100.0% | 0.00% | – |
VALWS | VALARIS LIMITED*w exp 04/29/202 | $0 | – | 4 | 0.0% | 0.00% | – | |
ACOR | ACORDA THERAPEUTICS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
SGOL | ABERDEEN STD GOLD ETF TR | $2,000 | 0.0% | 138 | 0.0% | 0.00% | – | |
CHEK | CHECK CAP LTD | $0 | – | 84 | 0.0% | 0.00% | – | |
SDOG | ALPS ETF TRsectr div dogs | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
RACE | New | FERRARI N V | $2,000 | – | 8 | +100.0% | 0.00% | – |
UCO | Exit | PROSHARES TR IIulta blmbg 2017 | $0 | – | -7 | -100.0% | 0.00% | – |
NKLA | Exit | NIKOLA CORP | $0 | – | -25 | -100.0% | 0.00% | – |
TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -18 | -100.0% | 0.00% | – |
GSSC | Exit | GOLDMAN SACHS ETF TRactivebeta us | $0 | – | -5 | -100.0% | 0.00% | – |
IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -4 | -100.0% | 0.00% | – |
RBLX | Exit | ROBLOX CORPcl a | $0 | – | -17 | -100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY INC | $4,000 | – | 43 | +100.0% | 0.00% | – |
MASI | New | MASIMO CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
MDU | New | MDU RES GROUP INC | $3,000 | – | 104 | +100.0% | 0.00% | – |
MCY | MERCURY GENL CORP NEW | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
MREO | New | MEREO BIOPHARMA GROUP PLCads | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
LYFT | LYFT INC | $4,000 | -20.0% | 88 | 0.0% | 0.00% | -100.0% | |
MTD | New | METTLER TOLEDO INTERNATIONAL | $3,000 | – | 2 | +100.0% | 0.00% | – |
DKNG | Exit | DRAFTKINGS INC | $0 | – | -50 | -100.0% | 0.00% | – |
LITE | LUMENTUM HLDGS INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
MVIS | New | MICROVISION INC DEL | $2,000 | – | 350 | +100.0% | 0.00% | – |
MRNA | New | MODERNA INC | $0 | – | 1 | +100.0% | 0.00% | – |
LUMN | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
MPWR | New | MONOLITHIC PWR SYS INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $1,000 | – | 14 | +100.0% | 0.00% | – |
LULU | Buy | LULULEMON ATHLETICA INC | $4,000 | +33.3% | 11 | +57.1% | 0.00% | – |
NIO | NIO INCspon ads | $3,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
IEP | Exit | ICAHN ENTERPRISES LPdepositary unit | $0 | – | -64 | -100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
LDOS | LEIDOS HOLDINGS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
New | KYNDRYL HLDGS INC | $3,000 | – | 164 | +100.0% | 0.00% | – | |
KTB | KONTOOR BRANDS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC | $2,000 | -50.0% | 550 | 0.0% | 0.00% | -100.0% | |
WK | New | WORKIVA INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
ANTM | ANTHEM INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
XPEV | XPENG INCads | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
APH | New | AMPHENOL CORP NEWcl a | $4,000 | – | 42 | +100.0% | 0.00% | – |
ZIOP | ZIOPHARM ONCOLOGY INC | $1,000 | 0.0% | 550 | 0.0% | 0.00% | – | |
ZTS | Sell | ZOETIS INCcl a | $4,000 | -90.2% | 15 | -92.9% | 0.00% | -100.0% |
ADNT | ADIENT PLC | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
AIG | AMERICAN INTL GROUP INC | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
TEAM | New | ATLASSIAN CORP PLCcl a | $4,000 | – | 11 | +100.0% | 0.00% | – |
PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -66 | -100.0% | 0.00% | – |
ALL | ALLSTATE CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
BAMR | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $3,000 | +50.0% | 143 | 0.0% | 0.00% | – | |
AKAM | AKAMAI TECHNOLOGIES INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
POOL | Exit | POOL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
SKLZ | Exit | SKILLZ INC | $0 | – | -960 | -100.0% | -0.00% | – |
GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -121 | -100.0% | -0.00% | – |
LMRK | Exit | LANDMARK INFRASTRCTUR PARTR | $0 | – | -300 | -100.0% | -0.00% | – |
VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -54 | -100.0% | -0.00% | – |
GNOM | Exit | GLOBAL X FDSgenomic biotech | $0 | – | -250 | -100.0% | -0.00% | – |
POTX | Exit | GLOBAL X FDScannabis etf | $0 | – | -800 | -100.0% | -0.00% | – |
UI | Exit | UBIQUITI INC | $0 | – | -24 | -100.0% | -0.00% | – |
FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -45 | -100.0% | -0.00% | – |
AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -1,000 | -100.0% | -0.00% | – |
CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -24 | -100.0% | -0.00% | – |
MAIN | Exit | MAIN STR CAP CORP | $0 | – | -199 | -100.0% | -0.00% | – |
VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -140 | -100.0% | -0.00% | – |
CVCO | Exit | CAVCO INDS INC DEL | $0 | – | -34 | -100.0% | -0.00% | – |
CASY | Exit | CASEYS GEN STORES INC | $0 | – | -34 | -100.0% | -0.00% | – |
IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -62 | -100.0% | -0.00% | – |
MDIV | Exit | FIRST TR EXCHANGE-TRADED FDmulti asset di | $0 | – | -250 | -100.0% | -0.00% | – |
DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -94 | -100.0% | -0.00% | – |
VOTE | Exit | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $0 | – | -100 | -100.0% | -0.00% | – |
IQV | Exit | IQVIA HLDGS INC | $0 | – | -29 | -100.0% | -0.00% | – |
ROL | Exit | ROLLINS INC | $0 | – | -341 | -100.0% | -0.00% | – |
OMCL | Exit | OMNICELL COM | $0 | – | -96 | -100.0% | -0.00% | – |
RJN | Exit | SWEDISH EXPT CR CORPrg enrgy etn22 | $0 | – | -4,600 | -100.0% | -0.00% | – |
VRSN | Exit | VERISIGN INC | $0 | – | -65 | -100.0% | -0.00% | – |
NVR | Exit | NVR INC | $0 | – | -3 | -100.0% | -0.00% | – |
SAM | Exit | BOSTON BEER INCcl a | $0 | – | -25 | -100.0% | -0.00% | – |
LMND | Exit | LEMONADE INC | $0 | – | -250 | -100.0% | -0.00% | – |
CXP | Exit | COLUMBIA PPTY TR INC | $0 | – | -1,246 | -100.0% | -0.00% | – |
JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -113 | -100.0% | -0.00% | – |
IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -363 | -100.0% | -0.00% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -50 | -100.0% | -0.00% | – |
DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -430 | -100.0% | -0.00% | – |
PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -52 | -100.0% | -0.00% | – |
SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -956 | -100.0% | -0.00% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -70 | -100.0% | -0.00% | – |
MORN | Exit | MORNINGSTAR INC | $0 | – | -116 | -100.0% | -0.00% | – |
FDS | Exit | FACTSET RESH SYS INC | $0 | – | -72 | -100.0% | -0.00% | – |
CPRT | Exit | COPART INC | $0 | – | -291 | -100.0% | -0.01% | – |
XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -302 | -100.0% | -0.01% | – |
SPGI | Exit | S&P GLOBAL INC | $0 | – | -85 | -100.0% | -0.01% | – |
CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -74 | -100.0% | -0.01% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -1,015 | -100.0% | -0.01% | – |
FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -1,498 | -100.0% | -0.01% | – |
MDP | Exit | MEREDITH CORP | $0 | – | -4,200 | -100.0% | -0.03% | – |
TVTY | Exit | TIVITY HEALTH INC | $0 | – | -12,803 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 11.3% |
VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 11.0% |
VANGUARD TOTAL STOCK MARKET ET | 42 | Q3 2023 | 12.6% |
ISHARES TR | 42 | Q3 2023 | 4.8% |
VANGUARD MSCI EMERGING MARKETS | 42 | Q3 2023 | 4.6% |
VANGUARD LARGE-CAP ETF | 42 | Q3 2023 | 4.7% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.1% |
ISHARES TR | 42 | Q3 2023 | 2.7% |
ISHARES TR | 42 | Q3 2023 | 1.9% |
MICROSOFT CORP. | 42 | Q3 2023 | 3.6% |
View JNBA Financial Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-07 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-29 |
13F-HR | 2022-02-03 |
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All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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