$659 Million is the total value of JNBA Financial Advisors's 731 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 15.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $49,382,000 | -15.3% | 774,857 | -0.7% | 7.49% | -3.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $40,135,000 | -15.2% | 177,406 | +0.6% | 6.09% | -2.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $34,318,000 | -11.5% | 239,200 | +0.0% | 5.20% | +1.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $29,195,000 | -9.0% | 407,578 | +0.3% | 4.43% | +4.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $22,333,000 | -12.1% | 245,120 | +4.6% | 3.39% | +0.7% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $20,991,000 | -17.4% | 727,850 | -1.8% | 3.18% | -5.4% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $20,766,000 | -8.2% | 733,521 | +4.5% | 3.15% | +5.1% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $15,052,000 | -12.8% | 248,789 | +1.4% | 2.28% | -0.2% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $14,839,000 | -6.8% | 285,198 | +6.2% | 2.25% | +6.7% |
| DON | Buy | WISDOMTREE TRus midcap divid | $14,674,000 | -12.0% | 376,458 | +0.3% | 2.23% | +0.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $14,290,000 | -20.9% | 273,343 | +0.2% | 2.17% | -9.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $13,361,000 | -12.3% | 320,790 | -2.8% | 2.03% | +0.5% |
| Buy | WORLD GOLD TRspdr gld minis | $13,207,000 | +0.8% | 368,089 | +8.1% | 2.00% | +15.4% | |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $12,956,000 | -13.5% | 317,537 | +1.9% | 1.96% | -0.9% |
| AFL | Sell | AFLAC INC | $12,355,000 | -14.2% | 223,301 | -0.2% | 1.87% | -1.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,229,000 | -13.3% | 132,337 | +1.2% | 1.86% | -0.7% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $11,093,000 | -10.7% | 319,037 | -0.8% | 1.68% | +2.2% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $10,464,000 | -12.9% | 200,884 | +5.0% | 1.59% | -0.3% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $9,932,000 | -12.1% | 67,021 | +1.4% | 1.51% | +0.7% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $9,640,000 | -14.7% | 158,143 | +3.8% | 1.46% | -2.3% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $9,041,000 | -16.3% | 245,548 | -5.1% | 1.37% | -4.2% |
| IAU | Sell | ISHARES GOLD TRishares new | $8,757,000 | -21.4% | 255,227 | -15.6% | 1.33% | -10.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $8,536,000 | -4.7% | 124,408 | +9.8% | 1.30% | +9.2% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,118,000 | -24.7% | 116,083 | -15.8% | 1.23% | -13.8% |
| MSFT | Sell | MICROSOFT CORP | $7,630,000 | -18.2% | 29,707 | -1.8% | 1.16% | -6.4% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $7,597,000 | -12.8% | 205,168 | +3.1% | 1.15% | -0.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,234,000 | -19.8% | 36,724 | -3.2% | 1.10% | -8.2% |
| IDV | Buy | ISHARES TRintl sel div etf | $6,525,000 | -6.8% | 240,260 | +9.0% | 0.99% | +6.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $6,500,000 | -17.7% | 37,715 | -0.4% | 0.99% | -5.7% |
| CF | CF INDS HLDGS INC | $6,382,000 | -16.8% | 74,443 | 0.0% | 0.97% | -4.7% | |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $6,121,000 | +0.8% | 122,203 | +1.1% | 0.93% | +15.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $5,880,000 | +926.2% | 117,784 | +959.0% | 0.89% | +1073.7% |
| APG | Buy | API GROUP CORP | $5,852,000 | -28.7% | 390,942 | +0.1% | 0.89% | -18.4% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $5,462,000 | -18.6% | 85,710 | -1.4% | 0.83% | -6.9% |
| AAPL | Sell | APPLE INC | $5,356,000 | -22.3% | 39,178 | -0.7% | 0.81% | -11.1% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $4,978,000 | -12.2% | 176,387 | -0.9% | 0.76% | +0.5% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,637,000 | -13.7% | 35,803 | -0.3% | 0.70% | -1.3% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $4,547,000 | +5.0% | 159,328 | +22.5% | 0.69% | +20.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,421,000 | -17.7% | 11,661 | -1.5% | 0.67% | -5.6% |
| JHEM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $4,285,000 | -24.5% | 175,372 | -14.6% | 0.65% | -13.6% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $4,244,000 | -14.4% | 44,956 | -0.6% | 0.64% | -1.8% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $4,042,000 | +51.0% | 79,804 | +51.0% | 0.61% | +72.7% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $3,885,000 | -15.7% | 107,987 | -1.4% | 0.59% | -3.4% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $3,625,000 | -16.2% | 91,343 | -0.5% | 0.55% | -4.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,381,000 | -10.2% | 67,671 | +3.5% | 0.51% | +2.8% |
| GGG | GRACO INC | $3,270,000 | -14.8% | 55,041 | 0.0% | 0.50% | -2.4% | |
| INTC | Buy | INTEL CORP | $2,871,000 | -24.5% | 76,749 | +0.0% | 0.44% | -13.7% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $2,677,000 | -8.1% | 42,653 | +8.0% | 0.41% | +5.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,672,000 | +7.8% | 5,203 | +7.0% | 0.40% | +23.5% |
| MDT | Sell | MEDTRONIC PLC | $2,664,000 | -27.5% | 29,682 | -10.3% | 0.40% | -16.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,625,000 | -12.7% | 36,247 | +0.4% | 0.40% | 0.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,357,000 | -3.1% | 13,278 | -3.3% | 0.36% | +11.2% |
| MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $2,325,000 | +22.2% | 80,539 | +34.2% | 0.35% | +40.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,316,000 | -17.6% | 12,280 | -0.5% | 0.35% | -5.6% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,167,000 | -15.6% | 49,058 | +0.4% | 0.33% | -3.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,949,000 | +770.1% | 39,734 | +883.8% | 0.30% | +886.7% |
| AMZN | Buy | AMAZON COM INC | $1,880,000 | -34.2% | 17,698 | +1920.3% | 0.28% | -24.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,784,000 | -18.0% | 10,128 | -1.1% | 0.27% | -5.9% |
| AMAT | Sell | APPLIED MATLS INC | $1,746,000 | -31.9% | 19,194 | -1.3% | 0.26% | -21.8% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,667,000 | -18.0% | 37,594 | -1.8% | 0.25% | -5.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,647,000 | -1.6% | 7,388 | +27.1% | 0.25% | +12.6% |
| ABT | Buy | ABBOTT LABS | $1,617,000 | -7.3% | 14,880 | +1.0% | 0.24% | +6.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,603,000 | -20.6% | 736 | +1.4% | 0.24% | -9.0% |
| DIS | Sell | DISNEY WALT CO | $1,601,000 | -32.0% | 16,963 | -1.3% | 0.24% | -22.1% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,582,000 | -21.1% | 4,844 | +0.6% | 0.24% | -9.8% |
| MCD | Sell | MCDONALDS CORP | $1,581,000 | -1.6% | 6,404 | -1.5% | 0.24% | +12.7% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,572,000 | -14.3% | 36,014 | -4.0% | 0.24% | -2.1% |
| ABBV | Buy | ABBVIE INC | $1,563,000 | -4.9% | 10,204 | +0.7% | 0.24% | +8.7% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,563,000 | -10.7% | 48,363 | +1.4% | 0.24% | +2.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,531,000 | +21771.4% | 19,936 | +21569.6% | 0.23% | +23100.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,448,000 | -23.4% | 662 | -2.2% | 0.22% | -12.0% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $1,389,000 | -32.0% | 70,063 | -23.3% | 0.21% | -22.1% |
| BBY | BEST BUY INC | $1,378,000 | -28.3% | 21,137 | 0.0% | 0.21% | -17.7% | |
| QCOM | QUALCOMM INC | $1,344,000 | -16.4% | 10,521 | 0.0% | 0.20% | -4.2% | |
| MUB | Buy | ISHARES TRnational mun etf | $1,330,000 | +12.0% | 12,502 | +15.5% | 0.20% | +28.7% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $1,283,000 | -8.2% | 28,090 | -4.9% | 0.20% | +5.4% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,251,000 | +24.2% | 25,565 | +31.1% | 0.19% | +42.9% |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $1,247,000 | -20.1% | 25,340 | -5.8% | 0.19% | -8.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,225,000 | -17.5% | 3,248 | -1.2% | 0.19% | -5.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,227,000 | -18.7% | 10,894 | -1.6% | 0.19% | -7.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,152,000 | -15.5% | 10,934 | +0.3% | 0.18% | -3.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,145,000 | -9.5% | 7,962 | -3.9% | 0.17% | +3.6% |
| KO | Sell | COCA COLA CO | $1,134,000 | -2.3% | 18,024 | -3.8% | 0.17% | +11.7% |
| GIS | Sell | GENERAL MLS INC | $1,061,000 | +6.2% | 14,068 | -4.6% | 0.16% | +22.0% |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,053,000 | -17.7% | 36,033 | -3.5% | 0.16% | -5.9% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $1,047,000 | -6.9% | 34,246 | +11.4% | 0.16% | +6.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,002,000 | -25.1% | 15,856 | -0.1% | 0.15% | -14.1% |
| CSCO | Sell | CISCO SYS INC | $987,000 | -25.7% | 23,143 | -2.9% | 0.15% | -14.8% |
| MMM | Sell | 3M CO | $967,000 | -16.1% | 7,475 | -3.4% | 0.15% | -3.9% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $969,000 | -22.8% | 5,523 | -2.0% | 0.15% | -11.4% |
| V | Sell | VISA INC | $934,000 | -14.9% | 4,745 | -4.1% | 0.14% | -2.1% |
| NVS | Sell | NOVARTIS AGsponsored adr | $887,000 | -5.7% | 10,490 | -2.2% | 0.14% | +8.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $878,000 | -23.5% | 14,543 | -3.1% | 0.13% | -12.5% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $862,000 | +12.7% | 35,801 | +15.3% | 0.13% | +29.7% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $861,000 | -14.3% | 10,665 | +2.7% | 0.13% | -1.5% |
| RAFE | Buy | PIMCO EQUITY SERrafi esg us | $843,000 | -12.7% | 30,633 | +0.3% | 0.13% | 0.0% |
| PFE | Sell | PFIZER INC | $801,000 | 0.0% | 15,275 | -1.2% | 0.12% | +14.2% |
| HD | Buy | HOME DEPOT INC | $784,000 | -8.0% | 2,860 | +0.4% | 0.12% | +5.3% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $780,000 | +69.6% | 11,064 | +101.7% | 0.12% | +93.4% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $764,000 | -13.6% | 8,578 | -0.6% | 0.12% | -0.9% |
| MRK | Sell | MERCK & CO INC | $766,000 | +9.0% | 8,402 | -2.0% | 0.12% | +24.7% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $763,000 | -9.2% | 11,495 | +10.9% | 0.12% | +4.5% |
| XOM | Sell | EXXON MOBIL CORP | $754,000 | -4.6% | 8,804 | -7.9% | 0.11% | +8.6% |
| PEP | Buy | PEPSICO INC | $753,000 | +2.4% | 4,521 | +2.9% | 0.11% | +17.5% |
| ORCL | Buy | ORACLE CORP | $739,000 | -12.9% | 10,581 | +3.3% | 0.11% | 0.0% |
| NVO | Sell | NOVO-NORDISK A Sadr | $731,000 | -1.3% | 6,562 | -1.6% | 0.11% | +13.3% |
| DE | DEERE & CO | $700,000 | -27.9% | 2,337 | 0.0% | 0.11% | -17.8% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $695,000 | +125.6% | 11,809 | +166.6% | 0.10% | +156.1% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $685,000 | -12.0% | 10,023 | +2.8% | 0.10% | +1.0% |
| CVX | Sell | CHEVRON CORP NEW | $651,000 | -17.4% | 4,494 | -7.2% | 0.10% | -4.8% |
| AOA | Buy | ISHARES TRaggres alloc etf | $650,000 | -12.8% | 10,845 | +0.4% | 0.10% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $639,000 | -22.4% | 20,542 | +2.9% | 0.10% | -11.0% |
| WFC | Sell | WELLS FARGO CO NEW | $619,000 | -19.9% | 15,799 | -1.0% | 0.09% | -7.8% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $616,000 | -23.3% | 6,213 | -22.5% | 0.09% | -12.3% |
| CVS | CVS HEALTH CORP | $602,000 | -8.5% | 6,500 | 0.0% | 0.09% | +4.6% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $578,000 | -6.9% | 30,341 | +5.2% | 0.09% | +7.3% |
| TRV | TRAVELERS COMPANIES INC | $552,000 | -7.4% | 3,262 | 0.0% | 0.08% | +6.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $535,000 | +2.5% | 6,951 | -2.7% | 0.08% | +17.4% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $525,000 | +5.4% | 10,700 | +22.9% | 0.08% | +21.2% |
| SUSC | Buy | ISHARES TResg awre usd etf | $524,000 | +8.0% | 22,644 | +17.4% | 0.08% | +23.4% |
| TGT | TARGET CORP | $506,000 | -33.5% | 3,584 | 0.0% | 0.08% | -23.8% | |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $478,000 | -23.2% | 39,399 | -8.0% | 0.07% | -11.0% |
| BLK | Buy | BLACKROCK INC | $484,000 | -20.3% | 795 | +0.1% | 0.07% | -8.8% |
| ESML | Sell | ISHARES TResg aware msci | $448,000 | -31.0% | 14,213 | -16.7% | 0.07% | -20.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $445,000 | -15.7% | 1,077 | 0.0% | 0.07% | -4.3% | |
| GDX | VANECK ETF TRUSTgold miners etf | $433,000 | -28.7% | 15,832 | 0.0% | 0.07% | -17.5% | |
| TSLA | Sell | TESLA INC | $432,000 | -40.6% | 642 | -4.9% | 0.07% | -31.2% |
| ENB | Sell | ENBRIDGE INC | $423,000 | -14.7% | 10,003 | -7.0% | 0.06% | -3.0% |
| SHY | New | ISHARES TR1 3 yr treas bd | $413,000 | – | 4,992 | +100.0% | 0.06% | – |
| HON | Sell | HONEYWELL INTL INC | $407,000 | -13.2% | 2,343 | -2.8% | 0.06% | 0.0% |
| WMT | Buy | WALMART INC | $395,000 | -14.5% | 3,245 | +4.5% | 0.06% | -1.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $394,000 | -35.9% | 2,988 | -28.2% | 0.06% | -25.9% |
| ALE | Buy | ALLETE INC | $388,000 | -10.6% | 6,596 | +1.7% | 0.06% | +3.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $387,000 | -21.5% | 5,988 | -5.2% | 0.06% | -9.2% |
| FAST | FASTENAL CO | $391,000 | -16.1% | 7,837 | 0.0% | 0.06% | -4.8% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $368,000 | -16.9% | 5,883 | -2.3% | 0.06% | -5.1% |
| K | Sell | KELLOGG CO | $369,000 | +2.2% | 5,166 | -7.7% | 0.06% | +16.7% |
| GILD | Sell | GILEAD SCIENCES INC | $370,000 | +2.2% | 5,992 | -1.6% | 0.06% | +16.7% |
| PSO | Sell | PEARSON PLCsponsored adr | $367,000 | -22.4% | 39,837 | -16.0% | 0.06% | -11.1% |
| CI | Buy | CIGNA CORP NEW | $364,000 | +136.4% | 1,382 | +114.6% | 0.06% | +175.0% |
| CELC | CELCUITY INC | $347,000 | -2.5% | 38,091 | 0.0% | 0.05% | +12.8% | |
| NKE | Buy | NIKE INCcl b | $339,000 | -23.3% | 3,315 | +0.9% | 0.05% | -13.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $338,000 | -22.8% | 2,435 | +4.0% | 0.05% | -12.1% |
| FB | Buy | META PLATFORMS INCcl a | $338,000 | -1.5% | 2,099 | +36.2% | 0.05% | +13.3% |
| CSX | Buy | CSX CORP | $333,000 | -21.6% | 11,470 | +1.1% | 0.05% | -8.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $321,000 | -13.5% | 2,213 | -1.1% | 0.05% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $324,000 | -25.3% | 1,167 | -9.4% | 0.05% | -14.0% |
| USB | US BANCORP DEL | $309,000 | -13.4% | 6,721 | 0.0% | 0.05% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $311,000 | -15.3% | 3,562 | 0.0% | 0.05% | -4.1% | |
| VOO | Buy | VANGUARD INDEX FDS | $302,000 | -7.4% | 872 | +10.9% | 0.05% | +7.0% |
| EMR | Sell | EMERSON ELEC CO | $298,000 | -19.2% | 3,750 | -0.2% | 0.04% | -8.2% |
| CRM | Buy | SALESFORCE INC | $297,000 | -18.2% | 1,799 | +5.1% | 0.04% | -6.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $293,000 | -23.5% | 7,037 | -8.7% | 0.04% | -13.7% |
| BSX | BOSTON SCIENTIFIC CORP | $290,000 | -15.9% | 7,784 | 0.0% | 0.04% | -4.3% | |
| COST | Buy | COSTCO WHSL CORP NEW | $286,000 | -14.4% | 596 | +2.8% | 0.04% | -2.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $278,000 | +4.1% | 5,481 | +4.4% | 0.04% | +20.0% |
| SMOG | VANECK ETF TRUSTlow carbn energy | $275,000 | -13.8% | 2,201 | 0.0% | 0.04% | 0.0% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $274,000 | -21.5% | 1,995 | +5.8% | 0.04% | -8.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $273,000 | +1850.0% | 12,924 | +2249.8% | 0.04% | +1950.0% |
| IWF | ISHARES TRrus 1000 grw etf | $273,000 | -21.1% | 1,246 | 0.0% | 0.04% | -10.9% | |
| HTLF | HEARTLAND FINL USA INC | $264,000 | -13.2% | 6,351 | 0.0% | 0.04% | 0.0% | |
| XEL | Sell | XCEL ENERGY INC | $266,000 | -9.5% | 3,759 | -7.7% | 0.04% | +2.6% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $260,000 | +49.4% | 8,016 | +74.9% | 0.04% | +69.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $259,000 | -18.6% | 5,578 | -2.6% | 0.04% | -7.1% |
| ECL | ECOLAB INC | $256,000 | -13.2% | 1,668 | 0.0% | 0.04% | 0.0% | |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $257,000 | – | 5,431 | +100.0% | 0.04% | – |
| DSI | Buy | ISHARES TRmsci kld400 soc | $252,000 | -13.4% | 3,509 | +4.5% | 0.04% | -2.6% |
| PSL | Sell | INVESCO EXCHANGE TRADED FD Tdwa staples | $245,000 | -9.3% | 3,117 | -1.0% | 0.04% | +2.8% |
| GIM | TEMPLETON GLOBAL INCOME FD | $232,000 | -12.5% | 52,643 | 0.0% | 0.04% | 0.0% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $230,000 | -9.4% | 728 | +2.5% | 0.04% | +2.9% |
| TWO | TWO HBRS INVT CORP | $223,000 | -10.1% | 44,859 | 0.0% | 0.03% | +3.0% | |
| BIIB | Sell | BIOGEN INC | $221,000 | -14.0% | 1,086 | -11.1% | 0.03% | 0.0% |
| DOL | WISDOMTREE TRintl lrgcap dv | $216,000 | -13.9% | 5,167 | 0.0% | 0.03% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $215,000 | +3.9% | 3,254 | +4.4% | 0.03% | +22.2% |
| SLV | Buy | ISHARES SILVER TRishares | $214,000 | -6.6% | 11,502 | +14.9% | 0.03% | +6.7% |
| SBUX | Sell | STARBUCKS CORP | $213,000 | -32.8% | 2,792 | -19.9% | 0.03% | -23.8% |
| UNP | Buy | UNION PAC CORP | $211,000 | -18.8% | 988 | +3.8% | 0.03% | -5.9% |
| SNY | Buy | SANOFIsponsored adr | $208,000 | +1.0% | 4,159 | +3.7% | 0.03% | +18.5% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $212,000 | -6.6% | 1,655 | 0.0% | 0.03% | +6.7% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $213,000 | +12.1% | 1,874 | +7.5% | 0.03% | +28.0% |
| HSY | Sell | HERSHEY CO | $203,000 | -23.1% | 942 | -22.9% | 0.03% | -11.4% |
| LLY | Sell | LILLY ELI & CO | $194,000 | +7.8% | 599 | -4.6% | 0.03% | +20.8% |
| BX | Sell | BLACKSTONE INC | $190,000 | -28.6% | 2,086 | -0.6% | 0.03% | -17.1% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $191,000 | – | 2,385 | +100.0% | 0.03% | – |
| GLD | Buy | SPDR GOLD TR | $183,000 | -5.2% | 1,088 | +1.6% | 0.03% | +7.7% |
| FTAI | FORTRESS TRANS INFRST INVS L | $184,000 | -24.9% | 9,499 | 0.0% | 0.03% | -12.5% | |
| AMGN | Buy | AMGEN INC | $176,000 | +6.0% | 722 | +4.9% | 0.03% | +22.7% |
| NEM | Sell | NEWMONT CORP | $179,000 | -27.2% | 3,000 | -3.2% | 0.03% | -18.2% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $178,000 | -22.6% | 900 | -7.7% | 0.03% | -10.0% |
| BA | BOEING CO | $173,000 | -28.8% | 1,269 | 0.0% | 0.03% | -18.8% | |
| NVDA | Sell | NVIDIA CORPORATION | $171,000 | -44.8% | 1,130 | -0.4% | 0.03% | -36.6% |
| IWM | ISHARES TRrussell 2000 etf | $174,000 | -17.5% | 1,028 | 0.0% | 0.03% | -7.1% | |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $168,000 | -10.2% | 1,832 | -10.6% | 0.02% | 0.0% |
| WEC | WEC ENERGY GROUP INC | $164,000 | +0.6% | 1,632 | 0.0% | 0.02% | +13.6% | |
| PRN | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $166,000 | -18.2% | 2,056 | 0.0% | 0.02% | -7.4% | |
| ADM | ARCHER DANIELS MIDLAND CO | $165,000 | -14.1% | 2,122 | 0.0% | 0.02% | 0.0% | |
| SAP | Buy | SAP SEspon adr | $162,000 | -15.2% | 1,785 | +3.8% | 0.02% | 0.0% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $159,000 | -10.2% | 3,303 | +0.5% | 0.02% | +4.3% |
| ASML | Buy | ASML HOLDING N V | $158,000 | -25.1% | 332 | +5.1% | 0.02% | -14.3% |
| EMB | New | ISHARES TRjpmorgan usd emg | $159,000 | – | 1,861 | +100.0% | 0.02% | – |
| CMCSA | Sell | COMCAST CORP NEWcl a | $161,000 | -35.3% | 4,107 | -22.7% | 0.02% | -27.3% |
| TXN | TEXAS INSTRS INC | $143,000 | -16.4% | 931 | 0.0% | 0.02% | -4.3% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $130,000 | -9.1% | 821 | +6.2% | 0.02% | +5.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $132,000 | -14.8% | 243 | -7.3% | 0.02% | -4.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $135,000 | -12.3% | 1,407 | -9.5% | 0.02% | 0.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $124,000 | -14.5% | 678 | 0.0% | 0.02% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $126,000 | -8.7% | 11,666 | 0.0% | 0.02% | +5.6% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $128,000 | -26.9% | 2,368 | -18.9% | 0.02% | -17.4% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $124,000 | -27.9% | 10,296 | -12.4% | 0.02% | -17.4% |
| CDNS | CADENCE DESIGN SYSTEM INC | $120,000 | -9.1% | 800 | 0.0% | 0.02% | +5.9% | |
| EXC | Sell | EXELON CORP | $120,000 | -22.6% | 2,646 | -18.5% | 0.02% | -14.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $109,000 | +153.5% | 976 | +202.2% | 0.02% | +183.3% |
| SPSC | SPS COMM INC | $109,000 | -13.5% | 960 | 0.0% | 0.02% | 0.0% | |
| PXD | PIONEER NAT RES CO | $110,000 | -11.3% | 494 | 0.0% | 0.02% | +6.2% | |
| PSX | Sell | PHILLIPS 66 | $108,000 | -6.9% | 1,313 | -2.2% | 0.02% | +6.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $103,000 | +24.1% | 3,277 | +45.6% | 0.02% | +45.5% |
| T | Buy | AT&T INC | $106,000 | 0.0% | 5,070 | +13.4% | 0.02% | +14.3% |
| NEE | Buy | NEXTERA ENERGY INC | $104,000 | -1.9% | 1,346 | +7.7% | 0.02% | +14.3% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $105,000 | +19.3% | 1,568 | +31.4% | 0.02% | +33.3% |
| EIX | EDISON INTL | $97,000 | -9.3% | 1,533 | 0.0% | 0.02% | +7.1% | |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $99,000 | -16.8% | 1,906 | +3.3% | 0.02% | -6.2% |
| FISV | FISERV INC | $99,000 | -12.4% | 1,114 | 0.0% | 0.02% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $98,000 | -7.5% | 467 | 0.0% | 0.02% | +7.1% | |
| BMO | BANK MONTREAL QUE | $96,000 | -18.6% | 1,000 | 0.0% | 0.02% | -6.2% | |
| IUSB | ISHARES TRcore total usd | $96,000 | -5.9% | 2,050 | 0.0% | 0.02% | +7.1% | |
| HPQ | Sell | HP INC | $94,000 | -13.8% | 2,861 | -4.8% | 0.01% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $93,000 | -31.6% | 3,196 | -7.2% | 0.01% | -22.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $94,000 | -49.5% | 336 | -34.6% | 0.01% | -44.0% |
| RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $95,000 | -12.8% | 1,138 | 0.0% | 0.01% | 0.0% | |
| OTTR | OTTER TAIL CORP | $94,000 | +6.8% | 1,404 | 0.0% | 0.01% | +16.7% | |
| SYY | SYSCO CORP | $86,000 | +3.6% | 1,016 | 0.0% | 0.01% | +18.2% | |
| O | REALTY INCOME CORP | $88,000 | -1.1% | 1,290 | 0.0% | 0.01% | +8.3% | |
| ABC | AMERISOURCEBERGEN CORP | $83,000 | -8.8% | 588 | 0.0% | 0.01% | +8.3% | |
| COP | Sell | CONOCOPHILLIPS | $88,000 | -18.5% | 981 | -9.1% | 0.01% | -7.1% |
| MCO | MOODYS CORP | $88,000 | -20.0% | 325 | 0.0% | 0.01% | -13.3% | |
| VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $85,000 | -68.2% | 1,385 | -63.8% | 0.01% | -62.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $87,000 | +4.8% | 1,141 | +7.8% | 0.01% | +18.2% |
| HSIC | HENRY SCHEIN INC | $77,000 | -11.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $76,000 | -5.0% | 591 | 0.0% | 0.01% | +9.1% | |
| BWB | BRIDGEWATER BANCSHARES INC | $81,000 | -2.4% | 5,000 | 0.0% | 0.01% | +9.1% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $82,000 | -6.8% | 580 | -14.7% | 0.01% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $76,000 | +2.7% | 670 | +8.1% | 0.01% | +20.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $79,000 | -16.0% | 972 | +7.8% | 0.01% | 0.0% |
| New | REMITLY GLOBAL INC | $80,000 | – | 10,384 | +100.0% | 0.01% | – | |
| LMT | Buy | LOCKHEED MARTIN CORP | $71,000 | +10.9% | 164 | +13.9% | 0.01% | +37.5% |
| SLB | Sell | SCHLUMBERGER LTD | $73,000 | -21.5% | 2,034 | -10.1% | 0.01% | -8.3% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $75,000 | -21.1% | 573 | 0.0% | 0.01% | -15.4% | |
| L | LOEWS CORP | $71,000 | -9.0% | 1,200 | 0.0% | 0.01% | +10.0% | |
| CB | Sell | CHUBB LIMITED | $71,000 | -10.1% | 363 | -1.4% | 0.01% | +10.0% |
| GS | GOLDMAN SACHS GROUP INC | $74,000 | -9.8% | 248 | 0.0% | 0.01% | 0.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $71,000 | -30.4% | 1,764 | -21.9% | 0.01% | -21.4% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $67,000 | -1.5% | 1,328 | 0.0% | 0.01% | +11.1% | |
| IBMK | ISHARES TRibonds dec2022 | $67,000 | 0.0% | 2,577 | 0.0% | 0.01% | +11.1% | |
| PSA | PUBLIC STORAGE | $69,000 | -19.8% | 221 | 0.0% | 0.01% | -9.1% | |
| GOLD | Sell | BARRICK GOLD CORP | $63,000 | -31.5% | 3,553 | -5.3% | 0.01% | -16.7% |
| A | AGILENT TECHNOLOGIES INC | $69,000 | -10.4% | 582 | 0.0% | 0.01% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $60,000 | +7.1% | 125 | 0.0% | 0.01% | +28.6% | |
| ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $58,000 | -10.8% | 1,478 | 0.0% | 0.01% | 0.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $61,000 | -9.0% | 246 | -1.6% | 0.01% | 0.0% |
| STT | STATE STR CORP | $62,000 | -29.5% | 1,006 | 0.0% | 0.01% | -25.0% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $57,000 | +14.0% | 562 | +20.6% | 0.01% | +28.6% |
| USMV | ISHARES TRmsci usa min vol | $60,000 | -9.1% | 850 | 0.0% | 0.01% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $57,000 | -5.0% | 307 | 0.0% | 0.01% | +12.5% | |
| CAT | Buy | CATERPILLAR INC | $62,000 | -13.9% | 347 | +7.4% | 0.01% | -10.0% |
| BEEM | BEAM GLOBAL | $62,000 | -24.4% | 4,000 | 0.0% | 0.01% | -18.2% | |
| SPTL | New | SPDR SER TRportfolio ln tsr | $58,000 | – | 1,740 | +100.0% | 0.01% | – |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $51,000 | -16.4% | 800 | -8.3% | 0.01% | 0.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $56,000 | -33.3% | 251 | -28.3% | 0.01% | -27.3% |
| PII | POLARIS INC | $50,000 | -5.7% | 500 | 0.0% | 0.01% | +14.3% | |
| Sell | CONSTELLATION ENERGY CORP | $50,000 | -18.0% | 880 | -18.5% | 0.01% | 0.0% | |
| CNSL | CONSOLIDATED COMM HLDGS INC | $50,000 | +19.0% | 7,184 | 0.0% | 0.01% | +33.3% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $55,000 | -15.4% | 367 | 0.0% | 0.01% | -11.1% | |
| INFN | INFINERA CORP | $54,000 | -37.9% | 10,000 | 0.0% | 0.01% | -33.3% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $53,000 | -20.9% | 270 | 0.0% | 0.01% | -11.1% | |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $51,000 | -22.7% | 1,279 | -9.0% | 0.01% | -11.1% |
| AWK | AMERICAN WTR WKS CO INC NEW | $55,000 | -9.8% | 367 | 0.0% | 0.01% | 0.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $56,000 | -6.7% | 3,568 | 0.0% | 0.01% | 0.0% | |
| LQD | New | ISHARES TRiboxx inv cp etf | $52,000 | – | 474 | +100.0% | 0.01% | – |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $51,000 | -17.7% | 1,156 | +5.2% | 0.01% | 0.0% |
| GSK | Buy | GSK PLCsponsored adr | $54,000 | +3.8% | 1,239 | +4.8% | 0.01% | +14.3% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $43,000 | -10.4% | 849 | +4.4% | 0.01% | +16.7% |
| KMB | KIMBERLY-CLARK CORP | $43,000 | +10.3% | 318 | 0.0% | 0.01% | +40.0% | |
| BHK | BLACKROCK CORE BD TR | $49,000 | -12.5% | 4,292 | 0.0% | 0.01% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $46,000 | -13.2% | 480 | +6.7% | 0.01% | 0.0% |
| DOW | DOW INC | $48,000 | -18.6% | 923 | 0.0% | 0.01% | -12.5% | |
| BFB | BROWN FORMAN CORPcl b | $45,000 | +4.7% | 647 | 0.0% | 0.01% | +16.7% | |
| TWTR | New | TWITTER INC | $45,000 | – | 1,200 | +100.0% | 0.01% | – |
| VLO | VALERO ENERGY CORP | $48,000 | +4.3% | 453 | 0.0% | 0.01% | +16.7% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $44,000 | -13.7% | 418 | +5.8% | 0.01% | 0.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $44,000 | -8.3% | 1,134 | +1.7% | 0.01% | +16.7% |
| APD | AIR PRODS & CHEMS INC | $45,000 | -2.2% | 186 | 0.0% | 0.01% | +16.7% | |
| C | Buy | CITIGROUP INC | $45,000 | -13.5% | 986 | +2.1% | 0.01% | 0.0% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $46,000 | -45.9% | 3,000 | -25.0% | 0.01% | -36.4% |
| FNV | FRANCO NEV CORP | $46,000 | -17.9% | 350 | 0.0% | 0.01% | 0.0% | |
| CSM | Buy | PROSHARES TRlarge cap cre | $46,000 | -16.4% | 1,026 | +0.3% | 0.01% | 0.0% |
| FSP | FRANKLIN STR PPTYS CORP | $42,000 | -28.8% | 10,021 | 0.0% | 0.01% | -25.0% | |
| IVE | ISHARES TRs&p 500 val etf | $39,000 | -13.3% | 287 | 0.0% | 0.01% | 0.0% | |
| CAH | Sell | CARDINAL HEALTH INC | $37,000 | -35.1% | 700 | -30.0% | 0.01% | -25.0% |
| MDLZ | MONDELEZ INTL INCcl a | $39,000 | 0.0% | 623 | 0.0% | 0.01% | +20.0% | |
| SCZ | ISHARES TReafe sml cp etf | $40,000 | -18.4% | 740 | 0.0% | 0.01% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $37,000 | -5.1% | 244 | 0.0% | 0.01% | +20.0% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $37,000 | +8.8% | 1,395 | +14.4% | 0.01% | +20.0% |
| EFG | ISHARES TReafe grwth etf | $39,000 | -15.2% | 480 | 0.0% | 0.01% | 0.0% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $37,000 | -22.9% | 2,800 | -3.1% | 0.01% | 0.0% |
| BFA | BROWN FORMAN CORPcl a | $40,000 | +8.1% | 590 | 0.0% | 0.01% | +20.0% | |
| DGRO | Buy | ISHARES TRcore div grwth | $39,000 | -9.3% | 828 | +2.5% | 0.01% | 0.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $40,000 | +73.9% | 916 | +116.0% | 0.01% | +100.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $38,000 | -25.5% | 1,000 | -12.4% | 0.01% | -14.3% |
| DHI | Buy | D R HORTON INC | $41,000 | +173.3% | 622 | +215.7% | 0.01% | +200.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40,000 | -13.0% | 291 | 0.0% | 0.01% | 0.0% | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $32,000 | – | 424 | +100.0% | 0.01% | – |
| IYR | ISHARES TRu.s. real es etf | $34,000 | -15.0% | 365 | 0.0% | 0.01% | 0.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $35,000 | -27.1% | 727 | -0.8% | 0.01% | -16.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $34,000 | -27.7% | 188 | -16.8% | 0.01% | -16.7% |
| AMP | Sell | AMERIPRISE FINL INC | $32,000 | -22.0% | 133 | -2.9% | 0.01% | 0.0% |
| HYFM | HYDROFARM HLDGS GROUP INC | $34,000 | -77.0% | 9,799 | 0.0% | 0.01% | -75.0% | |
| IGSB | ISHARES TR | $31,000 | 0.0% | 605 | 0.0% | 0.01% | +25.0% | |
| FNB | F N B CORP | $33,000 | -10.8% | 3,000 | 0.0% | 0.01% | 0.0% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $35,000 | -30.0% | 680 | -19.0% | 0.01% | -28.6% |
| EPD | ENTERPRISE PRODS PARTNERS L | $32,000 | -5.9% | 1,323 | 0.0% | 0.01% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $31,000 | -3.1% | 400 | 0.0% | 0.01% | +25.0% | |
| Sell | GENERAL ELECTRIC CO | $35,000 | -47.0% | 546 | -23.7% | 0.01% | -44.4% | |
| MET | METLIFE INC | $30,000 | -11.8% | 482 | 0.0% | 0.01% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $31,000 | 0.0% | 645 | 0.0% | 0.01% | +25.0% | |
| SYK | Buy | STRYKER CORPORATION | $34,000 | -20.9% | 171 | +6.9% | 0.01% | -16.7% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $33,000 | -29.8% | 254 | -17.3% | 0.01% | -16.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $33,000 | -2.9% | 429 | +36.6% | 0.01% | 0.0% |
| GPMT | GRANITE PT MTG TR INC | $30,000 | -11.8% | 3,099 | 0.0% | 0.01% | 0.0% | |
| FDX | Sell | FEDEX CORP | $34,000 | -5.6% | 152 | -2.6% | 0.01% | 0.0% |
| FSLR | FIRST SOLAR INC | $34,000 | -19.0% | 500 | 0.0% | 0.01% | -16.7% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $34,000 | -12.8% | 744 | 0.0% | 0.01% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $35,000 | -2.8% | 143 | 0.0% | 0.01% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $30,000 | -14.3% | 1,810 | 0.0% | 0.01% | 0.0% | |
| WMB | WILLIAMS COS INC | $31,000 | -6.1% | 980 | 0.0% | 0.01% | +25.0% | |
| SO | SOUTHERN CO | $31,000 | -3.1% | 437 | 0.0% | 0.01% | +25.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $32,000 | -13.5% | 153 | 0.0% | 0.01% | 0.0% | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $30,000 | – | 298 | +100.0% | 0.01% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $35,000 | -37.5% | 502 | +2.9% | 0.01% | -28.6% |
| IWP | ISHARES TRrus md cp gr etf | $34,000 | -20.9% | 430 | 0.0% | 0.01% | -16.7% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $32,000 | -23.8% | 400 | 0.0% | 0.01% | -16.7% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $34,000 | +25.9% | 133 | +23.1% | 0.01% | +25.0% |
| IWV | ISHARES TRrussell 3000 etf | $32,000 | -15.8% | 146 | 0.0% | 0.01% | 0.0% | |
| VTR | VENTAS INC | $29,000 | -17.1% | 573 | 0.0% | 0.00% | -20.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $26,000 | +420.0% | 574 | +485.7% | 0.00% | +300.0% |
| Sell | SHELL PLCspon ads | $27,000 | -6.9% | 516 | -1.5% | 0.00% | 0.0% | |
| BATH & BODY WORKS INC | $27,000 | -43.8% | 1,000 | 0.0% | 0.00% | -33.3% | ||
| WELL | Sell | WELLTOWER INC | $26,000 | -42.2% | 312 | -33.0% | 0.00% | -33.3% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $29,000 | +61.1% | 542 | +48.9% | 0.00% | +100.0% |
| WPC | WP CAREY INC | $25,000 | +4.2% | 300 | 0.0% | 0.00% | +33.3% | |
| RQI | COHEN & STEERS QUALITY INCOM | $26,000 | -18.8% | 1,900 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $29,000 | -14.7% | 503 | 0.0% | 0.00% | -20.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $26,000 | -16.1% | 750 | 0.0% | 0.00% | 0.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $24,000 | -29.4% | 250 | -26.3% | 0.00% | -20.0% |
| MOS | MOSAIC CO NEW | $24,000 | -27.3% | 500 | 0.0% | 0.00% | 0.0% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $25,000 | -35.9% | 243 | -12.3% | 0.00% | -20.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $26,000 | +18.2% | 239 | +19.5% | 0.00% | +33.3% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $27,000 | -27.0% | 117 | -27.8% | 0.00% | -20.0% |
| AMCR | AMCOR PLCord | $27,000 | +12.5% | 2,132 | 0.0% | 0.00% | +33.3% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $24,000 | -11.1% | 1,843 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $25,000 | -16.7% | 800 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $25,000 | -7.4% | 449 | 0.0% | 0.00% | 0.0% | |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $25,000 | – | 976 | +100.0% | 0.00% | – |
| DVN | DEVON ENERGY CORP NEW | $27,000 | -6.9% | 498 | 0.0% | 0.00% | 0.0% | |
| DTN | WISDOMTREE TRus ai enhanced | $26,000 | -10.3% | 295 | 0.0% | 0.00% | 0.0% | |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $25,000 | – | 352 | +100.0% | 0.00% | – |
| CNP | CENTERPOINT ENERGY INC | $28,000 | -3.4% | 958 | 0.0% | 0.00% | 0.0% | |
| PLM | Buy | POLYMET MNG CORP | $26,000 | +333.3% | 9,355 | +590.4% | 0.00% | +300.0% |
| New | VANECK ETF TRUSTfuture of food | $28,000 | – | 1,481 | +100.0% | 0.00% | – | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $29,000 | -6.5% | 412 | 0.0% | 0.00% | 0.0% | |
| YUMC | Buy | YUM CHINA HLDGS INC | $28,000 | +27.3% | 581 | +9.4% | 0.00% | +33.3% |
| PANW | PALO ALTO NETWORKS INC | $25,000 | -19.4% | 50 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $24,000 | +14.3% | 96 | 0.0% | 0.00% | +33.3% | |
| CARR | CARRIER GLOBAL CORPORATION | $28,000 | -22.2% | 792 | 0.0% | 0.00% | -20.0% | |
| KWEB | KRANESHARES TRcsi chi internet | $28,000 | +16.7% | 850 | 0.0% | 0.00% | +33.3% | |
| MCK | MCKESSON CORP | $18,000 | +5.9% | 54 | 0.0% | 0.00% | +50.0% | |
| DD | DUPONT DE NEMOURS INC | $18,000 | -25.0% | 323 | 0.0% | 0.00% | 0.0% | |
| ALB | Sell | ALBEMARLE CORP | $17,000 | -10.5% | 80 | -5.9% | 0.00% | 0.0% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $20,000 | -16.7% | 859 | 0.0% | 0.00% | 0.0% | |
| DBRG | DIGITALBRIDGE GROUP INC | $18,000 | -30.8% | 3,618 | 0.0% | 0.00% | 0.0% | |
| WU | Sell | WESTERN UN CO | $17,000 | -19.0% | 1,025 | -6.7% | 0.00% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $17,000 | +750.0% | 500 | +1215.8% | 0.00% | – |
| FVD | FIRST TR VALUE LINE DIVID IN | $19,000 | -9.5% | 486 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $18,000 | -25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $18,000 | -14.3% | 1,047 | 0.0% | 0.00% | 0.0% | |
| GAM | GENERAL AMERN INVS CO INC | $20,000 | -16.7% | 559 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $22,000 | -26.7% | 693 | 0.0% | 0.00% | -25.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $17,000 | -15.0% | 2,841 | 0.0% | 0.00% | 0.0% | |
| LIN | Sell | LINDE PLC | $19,000 | -17.4% | 66 | -7.0% | 0.00% | 0.0% |
| APA | APA CORPORATION | $17,000 | -15.0% | 481 | 0.0% | 0.00% | 0.0% | |
| CVET | COVETRUS INC | $17,000 | +30.8% | 800 | 0.0% | 0.00% | +50.0% | |
| RGLD | Buy | ROYAL GOLD INC | $21,000 | 0.0% | 195 | +30.0% | 0.00% | 0.0% |
| HRL | HORMEL FOODS CORP | $20,000 | -9.1% | 430 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $18,000 | -10.0% | 1,025 | 0.0% | 0.00% | 0.0% | |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $23,000 | – | 1,500 | +100.0% | 0.00% | – |
| EWC | ISHARES INCmsci cda etf | $17,000 | -15.0% | 505 | 0.0% | 0.00% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $18,000 | -5.3% | 150 | 0.0% | 0.00% | 0.0% | |
| CNC | Sell | CENTENE CORP DEL | $18,000 | -14.3% | 211 | -13.5% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORP | $23,000 | -30.3% | 2,650 | +60.6% | 0.00% | -25.0% |
| NXPI | NXP SEMICONDUCTORS N V | $19,000 | -20.8% | 127 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $20,000 | -4.8% | 300 | 0.0% | 0.00% | 0.0% | |
| ITA | New | ISHARES TRus aer def etf | $20,000 | – | 200 | +100.0% | 0.00% | – |
| RJI | SWEDISH EXPT CR CORProg ttl etn 22 | $17,000 | -5.6% | 2,000 | 0.0% | 0.00% | +50.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $23,000 | -14.8% | 431 | 0.0% | 0.00% | -25.0% | |
| XT | ISHARES TRexponential tech | $19,000 | -20.8% | 400 | 0.0% | 0.00% | 0.0% | |
| JACK | JACK IN THE BOX INC | $22,000 | -40.5% | 400 | 0.0% | 0.00% | -40.0% | |
| SGFY | SIGNIFY HEALTH INC | $17,000 | -22.7% | 1,200 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $22,000 | -12.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LRCX | Buy | LAM RESEARCH CORP | $21,000 | +10.5% | 50 | +38.9% | 0.00% | 0.0% |
| EL | LAUDER ESTEE COS INCcl a | $20,000 | -9.1% | 80 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $21,000 | -19.2% | 331 | 0.0% | 0.00% | 0.0% | |
| TTC | TORO CO | $20,000 | -13.0% | 264 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $21,000 | -16.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $17,000 | -10.5% | 270 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $17,000 | -22.7% | 296 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $18,000 | -25.0% | 232 | 0.0% | 0.00% | 0.0% | |
| ARKX | ARK ETF TRark space expl | $20,000 | -25.9% | 1,500 | 0.0% | 0.00% | -25.0% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $19,000 | -32.1% | 600 | 0.0% | 0.00% | -25.0% | |
| OKE | Sell | ONEOK INC NEW | $19,000 | -26.9% | 334 | -10.5% | 0.00% | 0.0% |
| OTIS | OTIS WORLDWIDE CORP | $18,000 | -5.3% | 253 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $22,000 | -24.1% | 195 | 0.0% | 0.00% | -25.0% | |
| PGR | PROGRESSIVE CORP | $20,000 | +5.3% | 168 | 0.0% | 0.00% | 0.0% | |
| BKNG | Sell | BOOKING HOLDINGS INC | $23,000 | -30.3% | 13 | -7.1% | 0.00% | -25.0% |
| MPV | BARINGS PARTN INVSsh ben int | $12,000 | -7.7% | 953 | 0.0% | 0.00% | 0.0% | |
| NPK | NATIONAL PRESTO INDS INC | $10,000 | -16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $12,000 | -7.7% | 279 | 0.0% | 0.00% | 0.0% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $14,000 | +366.7% | 454 | +497.4% | 0.00% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $13,000 | -72.9% | 100 | -66.8% | 0.00% | -66.7% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,000 | -8.3% | 160 | 0.0% | 0.00% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $16,000 | -55.6% | 200 | -53.1% | 0.00% | -60.0% |
| BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $12,000 | – | 178 | +100.0% | 0.00% | – |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $12,000 | -7.7% | 639 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $10,000 | -23.1% | 86 | 0.0% | 0.00% | 0.0% | |
| EAOA | Buy | ISHARES TResg aware aggrsv | $15,000 | -16.7% | 551 | +0.5% | 0.00% | 0.0% |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $15,000 | -21.1% | 2,000 | 0.0% | 0.00% | -33.3% | |
| SQ | Buy | BLOCK INCcl a | $13,000 | -51.9% | 215 | +9.1% | 0.00% | -50.0% |
| WM | Sell | WASTE MGMT INC DEL | $15,000 | -34.8% | 95 | -34.0% | 0.00% | -33.3% |
| ESGU | ISHARES TResg awr msci usa | $13,000 | -13.3% | 150 | 0.0% | 0.00% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $16,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $12,000 | -14.3% | 172 | 0.0% | 0.00% | 0.0% | |
| AOK | Buy | ISHARES TRconser alloc etf | $13,000 | -7.1% | 379 | +0.5% | 0.00% | 0.0% |
| BWA | BORGWARNER INC | $10,000 | -16.7% | 305 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $10,000 | -28.6% | 51 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $12,000 | -14.3% | 44 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $16,000 | -5.9% | 462 | -2.9% | 0.00% | 0.0% |
| TRP | TC ENERGY CORP | $15,000 | -11.8% | 295 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $10,000 | -16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS ETF TRsectr div dogs | $11,000 | -8.3% | 225 | 0.0% | 0.00% | 0.0% | |
| CME | Sell | CME GROUP INC | $16,000 | -15.8% | 78 | -3.7% | 0.00% | -33.3% |
| ZTS | ZOETIS INCcl a | $15,000 | -6.2% | 86 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $12,000 | +9.1% | 140 | 0.0% | 0.00% | +100.0% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $16,000 | -11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| CP | CANADIAN PAC RY LTD | $15,000 | -11.8% | 209 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $13,000 | -18.8% | 62 | 0.0% | 0.00% | 0.0% | |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
| ILCG | ISHARES TRmorningstar grwt | $16,000 | -23.8% | 329 | 0.0% | 0.00% | -33.3% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $10,000 | -23.1% | 142 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $14,000 | +7.7% | 177 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $15,000 | -6.2% | 243 | 0.0% | 0.00% | 0.0% | |
| PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $11,000 | -21.4% | 120 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $14,000 | 0.0% | 413 | 0.0% | 0.00% | 0.0% | |
| INTU | Buy | INTUIT | $16,000 | +6.7% | 41 | +28.1% | 0.00% | 0.0% |
| ETN | Sell | EATON CORP PLC | $11,000 | -60.7% | 91 | -51.1% | 0.00% | -50.0% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $12,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CRY | ARTIVION INC | $16,000 | -11.1% | 850 | 0.0% | 0.00% | 0.0% | |
| New | WARNER BROS DISCOVERY INC | $16,000 | – | 1,222 | +100.0% | 0.00% | – | |
| GWRE | GUIDEWIRE SOFTWARE INC | $11,000 | -21.4% | 150 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $11,000 | -8.3% | 59 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $15,000 | -16.7% | 160 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $11,000 | -21.4% | 100 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $14,000 | +7.7% | 105 | 0.0% | 0.00% | 0.0% | |
| BST | BLACKROCK SCIENCE & TECHNOLO | $12,000 | -25.0% | 359 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $16,000 | -76.1% | 407 | -59.8% | 0.00% | -77.8% |
| DHR | Sell | DANAHER CORPORATION | $16,000 | -66.0% | 63 | -60.4% | 0.00% | -66.7% |
| VTRS | Buy | VIATRIS INC | $13,000 | 0.0% | 1,203 | +0.2% | 0.00% | 0.0% |
| VST | VISTRA CORP | $11,000 | -8.3% | 500 | 0.0% | 0.00% | 0.0% | |
| GRID | New | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $12,000 | – | 158 | +100.0% | 0.00% | – |
| DIGITAL WORLD ACQUISITION CO | $11,000 | -62.1% | 442 | 0.0% | 0.00% | -50.0% | ||
| EXPD | EXPEDITORS INTL WASH INC | $13,000 | -7.1% | 133 | 0.0% | 0.00% | 0.0% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $15,000 | -16.7% | 1,200 | +20.0% | 0.00% | 0.0% |
| EQIX | EQUINIX INC | $16,000 | -11.1% | 24 | 0.0% | 0.00% | 0.0% | |
| MXF | MEXICO FD INC | $15,000 | -11.8% | 1,017 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $16,000 | -5.9% | 100 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $12,000 | -20.0% | 205 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $10,000 | -23.1% | 54 | 0.0% | 0.00% | 0.0% | |
| MPC | Sell | MARATHON PETE CORP | $10,000 | -47.4% | 125 | -44.4% | 0.00% | -33.3% |
| MTB | Sell | M & T BK CORP | $13,000 | -7.1% | 79 | -7.1% | 0.00% | 0.0% |
| MS | Buy | MORGAN STANLEY | $14,000 | +366.7% | 178 | +345.0% | 0.00% | – |
| LPX | LOUISIANA PAC CORP | $15,000 | -16.7% | 293 | 0.0% | 0.00% | 0.0% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $14,000 | +75.0% | 200 | +100.0% | 0.00% | +100.0% |
| KGC | KINROSS GOLD CORP | $12,000 | -40.0% | 3,350 | 0.0% | 0.00% | -33.3% | |
| FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $6,000 | -14.3% | 35 | 0.0% | 0.00% | 0.0% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $5,000 | +66.7% | 15 | +150.0% | 0.00% | – |
| MO | ALTRIA GROUP INC | $9,000 | -25.0% | 225 | 0.0% | 0.00% | -50.0% | |
| ADI | ANALOG DEVICES INC | $6,000 | -14.3% | 43 | 0.0% | 0.00% | 0.0% | |
| BHP | New | BHP GROUP LTDsponsored ads | $6,000 | – | 106 | +100.0% | 0.00% | – |
| AVGO | Sell | BROADCOM INC | $4,000 | -76.5% | 8 | -70.4% | 0.00% | -50.0% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $7,000 | -12.5% | 187 | 0.0% | 0.00% | 0.0% | |
| CDK | CDK GLOBAL INC | $5,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
| CM | Buy | CANADIAN IMP BK COMM | $5,000 | -16.7% | 102 | +100.0% | 0.00% | 0.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $7,000 | -12.5% | 14 | 0.0% | 0.00% | 0.0% | |
| CLFD | CLEARFIELD INC | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $4,000 | -50.0% | 127 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $9,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $7,000 | -12.5% | 239 | 0.0% | 0.00% | 0.0% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $9,000 | -25.0% | 228 | -7.3% | 0.00% | -50.0% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $6,000 | -14.3% | 116 | 0.0% | 0.00% | 0.0% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $9,000 | -10.0% | 221 | 0.0% | 0.00% | 0.0% | |
| DCI | DONALDSON INC | $5,000 | -16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INCcl a | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $6,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $9,000 | -25.0% | 200 | 0.0% | 0.00% | -50.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $8,000 | -42.9% | 1,390 | 0.0% | 0.00% | -50.0% | |
| EMN | EASTMAN CHEM CO | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $6,000 | -33.3% | 151 | 0.0% | 0.00% | 0.0% | |
| EPAM | EPAM SYS INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ETSY | New | ETSY INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EVRG | EVERGY INC | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| EXR | EXTRA SPACE STORAGE INC | $9,000 | -18.2% | 52 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $5,000 | -28.6% | 125 | 0.0% | 0.00% | 0.0% | |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| FE | Sell | FIRSTENERGY CORP | $4,000 | -33.3% | 100 | -22.5% | 0.00% | 0.0% |
| F | Sell | FORD MTR CO DEL | $7,000 | -36.4% | 600 | -8.5% | 0.00% | 0.0% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $9,000 | – | 295 | +100.0% | 0.00% | – |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $8,000 | -20.0% | 301 | 0.0% | 0.00% | 0.0% | |
| GCP | GCP APPLIED TECHNOLOGIES INC | $7,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% | |
| GEL | GENESIS ENERGY L Punit ltd partn | $8,000 | -33.3% | 1,000 | 0.0% | 0.00% | -50.0% | |
| GAIN | GLADSTONE INVT CORP | $6,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $8,000 | -27.3% | 382 | 0.0% | 0.00% | 0.0% | |
| AIQ | GLOBAL X FDSartificial etf | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $8,000 | – | 112 | +100.0% | 0.00% | – |
| HAGERTY INC | $9,000 | +12.5% | 769 | 0.0% | 0.00% | 0.0% | ||
| HFRO | Buy | HIGHLAND INCOME FD | $6,000 | -14.3% | 559 | +0.7% | 0.00% | 0.0% |
| ITT | ITT INC | $6,000 | -14.3% | 94 | 0.0% | 0.00% | 0.0% | |
| IR | Sell | INGERSOLL RAND INC | $5,000 | -44.4% | 123 | -27.2% | 0.00% | 0.0% |
| INGR | INGREDION INC | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $8,000 | +14.3% | 64 | +28.0% | 0.00% | 0.0% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $5,000 | 0.0% | 96 | +1.1% | 0.00% | 0.0% |
| ISRG | New | INTUITIVE SURGICAL INC | $5,000 | – | 24 | +100.0% | 0.00% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $4,000 | – | 153 | +100.0% | 0.00% | – |
| IGOV | ISHARES TRintl trea bd etf | $8,000 | -11.1% | 196 | 0.0% | 0.00% | 0.0% | |
| EFV | ISHARES TReafe value etf | $4,000 | -20.0% | 98 | 0.0% | 0.00% | 0.0% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| IDRV | New | ISHARES TRself drivng ev | $8,000 | – | 230 | +100.0% | 0.00% | – |
| IFRA | Buy | ISHARES TRus infrastruc | $7,000 | -12.5% | 205 | +0.5% | 0.00% | 0.0% |
| BBIN | New | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $8,000 | – | 165 | +100.0% | 0.00% | – |
| KMI | KINDER MORGAN INC DEL | $4,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% | |
| KOS | New | KOSMOS ENERGY LTD | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| KHC | Sell | KRAFT HEINZ CO | $5,000 | -28.6% | 139 | -20.1% | 0.00% | 0.0% |
| BETZ | Buy | LISTED FD TRroundhill sports | $5,000 | 0.0% | 362 | +44.2% | 0.00% | 0.0% |
| LOW | Sell | LOWES COS INC | $9,000 | -43.8% | 50 | -36.7% | 0.00% | -50.0% |
| NRG | NRG ENERGY INC | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| NFLX | New | NETFLIX INC | $7,000 | – | 40 | +100.0% | 0.00% | – |
| OMC | OMNICOM GROUP INC | $4,000 | -33.3% | 69 | 0.0% | 0.00% | 0.0% | |
| PCAR | PACCAR INC | $6,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| GCOW | New | PACER FDS TRglobl cash etf | $9,000 | – | 303 | +100.0% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $5,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $4,000 | -20.0% | 388 | 0.0% | 0.00% | 0.0% | |
| EQRR | Buy | PROSHARES TReqts for risin | $9,000 | -18.2% | 202 | +1.0% | 0.00% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $6,000 | -14.3% | 62 | 0.0% | 0.00% | 0.0% | |
| RPT | RPT REALTYsh ben int | $5,000 | -28.6% | 523 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $9,000 | -10.0% | 15 | 0.0% | 0.00% | 0.0% | |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $4,000 | -20.0% | 203 | +1.5% | 0.00% | 0.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $6,000 | +500.0% | 102 | +920.0% | 0.00% | – |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | 0.0% | 177 | +18.8% | 0.00% | 0.0% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $4,000 | – | 77 | +100.0% | 0.00% | – |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $8,000 | -55.6% | 207 | -44.9% | 0.00% | -50.0% |
| SRE | SEMPRA | $6,000 | -14.3% | 39 | 0.0% | 0.00% | 0.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $7,000 | -12.5% | 506 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $8,000 | -20.0% | 125 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $4,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $9,000 | 0.0% | 1,474 | 0.0% | 0.00% | 0.0% | |
| RPAR | Buy | TIDAL ETF TRrpar risk pari | $9,000 | -18.2% | 468 | +1.3% | 0.00% | 0.0% |
| TM | New | TOYOTA MOTOR CORPads | $7,000 | – | 48 | +100.0% | 0.00% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $4,000 | +300.0% | 213 | +965.0% | 0.00% | – |
| U | UNITY SOFTWARE INC | $7,000 | -65.0% | 200 | 0.0% | 0.00% | -66.7% | |
| XMPT | Buy | VANECK ETF TRUST | $4,000 | 0.0% | 167 | +0.6% | 0.00% | 0.0% |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,000 | – | 90 | +100.0% | 0.00% | – |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $7,000 | 0.0% | 91 | +13.8% | 0.00% | 0.0% |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| VICTORIAS SECRET AND CO | $9,000 | -47.1% | 333 | 0.0% | 0.00% | -50.0% | ||
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $6,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $5,000 | -16.7% | 19 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS CO | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $9,000 | -10.0% | 60 | 0.0% | 0.00% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $8,000 | -11.1% | 141 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INCcl a | $5,000 | -37.5% | 35 | 0.0% | 0.00% | 0.0% | |
| ZENTEK LTD | $9,000 | -40.0% | 5,000 | 0.0% | 0.00% | -50.0% | ||
| TEL | Sell | TE CONNECTIVITY LTD | $9,000 | -18.2% | 76 | -9.5% | 0.00% | 0.0% |
| RIG | TRANSOCEAN LTD | $7,000 | -22.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD | $8,000 | -27.3% | 66 | 0.0% | 0.00% | 0.0% | |
| TFI | SPDR SER TRnuveen blmbrg mu | $0 | – | 4 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $0 | -100.0% | 40 | 0.0% | 0.00% | – | |
| UL | UNILEVER PLCspon adr new | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $3,000 | -25.0% | 44 | 0.0% | 0.00% | -100.0% | |
| X | New | UNITED STATES STL CORP NEW | $1,000 | – | 50 | +100.0% | 0.00% | – |
| QSR | RESTAURANT BRANDS INTL INC | $0 | -100.0% | 9 | 0.0% | 0.00% | – | |
| SPLK | Exit | SPLUNK INC | $0 | – | -6 | -100.0% | 0.00% | – |
| VFC | V F CORP | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $2,000 | -33.3% | 118 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| RAAX | VANECK ETF TRUSTinflation alloca | $0 | – | 1 | 0.0% | 0.00% | – | |
| RSX | VANECK ETF TRUSTvaneck russia et | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $2,000 | – | 27 | +100.0% | 0.00% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -50 | -100.0% | 0.00% | – |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -6 | -100.0% | 0.00% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $2,000 | +100.0% | 85 | +325.0% | 0.00% | – |
| TNL | TRAVEL PLUS LEISURE CO | $2,000 | -33.3% | 55 | 0.0% | 0.00% | – | |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | – | 42 | +100.0% | 0.00% | – |
| TMQ | TRILOGY METALS INC NEW | $3,000 | -40.0% | 4,500 | 0.0% | 0.00% | -100.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC | $2,000 | 0.0% | 160 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| KEY | Exit | KEYCORP | $0 | – | -51 | -100.0% | 0.00% | – |
| PIM | New | PUTNAM MASTER INTER INCOME Tsh ben int | $0 | – | 115 | +100.0% | 0.00% | – |
| BTU | PEABODY ENGR CORP | $0 | – | 18 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $1,000 | -50.0% | 108 | 0.0% | 0.00% | – | ||
| ONCY | ONCOLYTICS BIOTECH INC | $0 | – | 210 | 0.0% | 0.00% | – | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $2,000 | – | 88 | +100.0% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| NUV | New | NUVEEN MUN VALUE FD INC | $2,000 | – | 250 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $2,000 | – | 500 | +100.0% | 0.00% | – |
| NIO | NIO INCspon ads | $2,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -100.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| MCY | MERCURY GENL CORP NEW | $2,000 | -33.3% | 53 | 0.0% | 0.00% | – | |
| MRO | New | MARATHON OIL CORP | $3,000 | – | 147 | +100.0% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MDU | MDU RES GROUP INC | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $0 | -100.0% | 23 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
| LULU | LULULEMON ATHLETICA INC | $2,000 | -33.3% | 7 | 0.0% | 0.00% | – | |
| LC | LENDINGCLUB CORP | $2,000 | -33.3% | 200 | 0.0% | 0.00% | – | |
| LDOS | LEIDOS HOLDINGS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -15 | -100.0% | 0.00% | – |
| Sell | KYNDRYL HLDGS INC | $0 | -100.0% | 37 | -45.6% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC | $1,000 | -50.0% | 46 | 0.0% | 0.00% | – | |
| BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $1,000 | – | 16 | +100.0% | 0.00% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $3,000 | – | 46 | +100.0% | 0.00% | – |
| ISR | ISORAY INC | $2,000 | 0.0% | 5,000 | 0.0% | 0.00% | – | |
| XVV | ISHARES TResg scrnd s&p500 | $3,000 | -25.0% | 107 | 0.0% | 0.00% | -100.0% | |
| HDV | New | ISHARES TRcore high dv etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| EUFN | New | ISHARES TRmsci euro fl etf | $3,000 | – | 209 | +100.0% | 0.00% | – |
| IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,000 | 0.0% | 127 | 0.0% | 0.00% | – | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | 1 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| INDI | INDIE SEMICONDUCTOR INC | $2,000 | -33.3% | 393 | 0.0% | 0.00% | – | |
| MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $3,000 | 0.0% | 128 | +0.8% | 0.00% | – |
| HUN | HUNTSMAN CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| HES | HESS CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| GRPU | GRANITE REAL ESTATE INVT TRunit 99/99/9999 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X FDSinternet of thng | $0 | – | 5 | 0.0% | 0.00% | – | |
| CLOU | GLOBAL X FDS | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -100.0% | |
| GTX | GARRETT MOTION INC | $1,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| VIAC | PARAMOUNT GLOBAL | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – | |
| ULCC | FRONTIER GROUP HLDGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| FOX | FOX CORP | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – | |
| VRTS | VIRTUS INVT PARTNERS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| VSTO | VISTA OUTDOOR INC | $1,000 | -50.0% | 44 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| Exit | STAGWELL INC | $0 | – | -300 | -100.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $0 | – | 16 | 0.0% | 0.00% | – | |
| FTNT | Buy | FORTINET INC | $3,000 | 0.0% | 50 | +400.0% | 0.00% | – |
| FSR | Buy | FISKER INC | $3,000 | 0.0% | 350 | +40.0% | 0.00% | – |
| WAB | Buy | WABTEC | $1,000 | 0.0% | 15 | +15.4% | 0.00% | – |
| BITQ | Sell | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $3,000 | -72.7% | 550 | -14.5% | 0.00% | -100.0% |
| New | EMBECTA CORP | $1,000 | – | 49 | +100.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| EOG | EOG RES INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BRO | Exit | BROWN & BROWN INC | $0 | – | -10 | -100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
| DIMENSIONAL ETF TRUSTworld ex us core | $3,000 | -25.0% | 152 | 0.0% | 0.00% | -100.0% | ||
| APPS | DIGITAL TURBINE INC | $3,000 | -66.7% | 200 | 0.0% | 0.00% | -100.0% | |
| FANG | Sell | DIAMONDBACK ENERGY INC | $2,000 | -60.0% | 13 | -65.8% | 0.00% | -100.0% |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| DTM | DT MIDSTREAM INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| CLR | CONTINENTAL RES INC | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| CHNG | CHANGE HEALTHCARE INC | $0 | – | 17 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $1,000 | – | 38 | +100.0% | 0.00% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -11 | -100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $1,000 | -66.7% | 550 | 0.0% | 0.00% | – | |
| CCD | New | CALAMOS DYNAMIC CONV & INCOM | $1,000 | – | 39 | +100.0% | 0.00% | – |
| COG | COTERRA ENERGY INC | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| XPEV | XPENG INCads | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,000 | -25.0% | 24 | 0.0% | 0.00% | -100.0% | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| Buy | ZIMVIE INC | $0 | -100.0% | 24 | +9.1% | 0.00% | – | |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -165 | -100.0% | 0.00% | – |
| BXP | BOSTON PROPERTIES INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – | |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| SAN | New | BANCO SANTANDER S.A.adr | $3,000 | – | 1,204 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $2,000 | – | 344 | +100.0% | 0.00% | – |
| BWXT | BWX TECHNOLOGIES INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| BP | Sell | BP PLCsponsored adr | $3,000 | -83.3% | 112 | -81.2% | 0.00% | -100.0% |
| AVY | AVERY DENNISON CORP | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| AZO | AUTOZONE INC | $2,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ARCC | ARES CAPITAL CORP | $3,000 | 0.0% | 158 | 0.0% | 0.00% | – | |
| ANTM | ELEVANCE HEALTH INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $1,000 | – | 100 | +100.0% | 0.00% | – |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $2,000 | -86.7% | 32 | -80.4% | 0.00% | -100.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $3,000 | -40.0% | 59 | -24.4% | 0.00% | -100.0% |
| VALWS | VALARIS LIMITED*w exp 04/29/202 | $0 | – | 4 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| ASIX | Buy | ADVANSIX INC | $1,000 | 0.0% | 37 | +270.0% | 0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -9 | -100.0% | 0.00% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| AMTX | AEMETIS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| CHEK | CHECK CAP LTD | $0 | – | 84 | 0.0% | 0.00% | – | |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -29 | -100.0% | 0.00% | – |
| SSYS | STRATASYS LTD | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| ACOR | ACORDA THERAPEUTICS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SGOL | ABRDN GOLD ETF TRUST | $2,000 | -33.3% | 138 | 0.0% | 0.00% | – | |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -11 | -100.0% | 0.00% | – |
| KTB | Exit | KONTOOR BRANDS INC | $0 | – | -3 | -100.0% | 0.00% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -6 | -100.0% | 0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -170 | -100.0% | 0.00% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -5 | -100.0% | 0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -12 | -100.0% | 0.00% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -9 | -100.0% | 0.00% | – |
| STE | Exit | STERIS PLC | $0 | – | -2 | -100.0% | 0.00% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -11 | -100.0% | 0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -25 | -100.0% | 0.00% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -16 | -100.0% | 0.00% | – |
| BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -26 | -100.0% | 0.00% | – |
| TELL | TELLURIAN INC NEW | $0 | -100.0% | 143 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1,000 | -66.7% | 40 | 0.0% | 0.00% | – | |
| TCMD | TACTILE SYS TECHNOLOGY INC | $0 | -100.0% | 62 | 0.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INCcl a | $2,000 | -50.0% | 17 | 0.0% | 0.00% | -100.0% | |
| NOW | New | SERVICENOW INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $2,000 | +100.0% | 51 | +59.4% | 0.00% | – |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -63 | -100.0% | -0.00% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -21 | -100.0% | -0.00% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -52 | -100.0% | -0.00% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -80 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -1,413 | -100.0% | -0.00% | – |
| KLAC | Exit | KLA CORP | $0 | – | -38 | -100.0% | -0.00% | – |
| IT | Exit | GARTNER INC | $0 | – | -52 | -100.0% | -0.00% | – |
| ERX | Exit | DIREXION SHS ETF TRdly enrgy bull2x | $0 | – | -436 | -100.0% | -0.00% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP | $0 | – | -870 | -100.0% | -0.01% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -3 | -100.0% | -0.21% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -10,063 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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 | 2024-02-08 |
| 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 |
| 13F-HR | 2021-11-10 |
View JNBA Financial Advisors'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.