$720 Million is the total value of JNBA Financial Advisors's 659 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 14.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $48,309,115 | +4.8% | 744,248 | -3.2% | 6.71% | -5.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $43,052,199 | +9.6% | 177,983 | -0.7% | 5.98% | -1.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $35,481,178 | +10.0% | 233,659 | -2.1% | 4.93% | -0.9% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $30,404,371 | +12.1% | 402,494 | -1.4% | 4.22% | +0.9% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $25,595,455 | +57.9% | 880,477 | +36.6% | 3.56% | +42.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $20,284,986 | +23.5% | 269,461 | +22.7% | 2.82% | +11.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $19,697,511 | -0.4% | 238,816 | -3.2% | 2.74% | -10.3% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $19,649,886 | +10.0% | 661,835 | -4.4% | 2.73% | -0.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $16,724,980 | +20.4% | 398,498 | +4.3% | 2.32% | +8.4% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $16,078,638 | +13.4% | 248,434 | +1.3% | 2.23% | +2.1% |
| AFL | Sell | AFLAC INC | $15,948,882 | +27.3% | 221,697 | -0.6% | 2.22% | +14.6% |
| DON | Buy | WISDOMTREE TRus midcap divid | $15,670,992 | +9.4% | 380,919 | +0.1% | 2.18% | -1.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $14,269,783 | +27.9% | 282,850 | +16.5% | 1.98% | +15.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,044,617 | +13.9% | 360,303 | +6.7% | 1.95% | +2.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $13,932,277 | +1.7% | 274,961 | +0.5% | 1.94% | -8.5% |
| Sell | WORLD GOLD TRspdr gld minis | $13,674,971 | +7.7% | 377,866 | -1.8% | 1.90% | -3.0% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $12,367,364 | +8.0% | 130,678 | -0.5% | 1.72% | -2.7% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $11,446,740 | +13.8% | 200,750 | -1.3% | 1.59% | +2.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $11,341,235 | +19.1% | 344,091 | +12.1% | 1.58% | +7.2% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $11,326,619 | +9.7% | 162,669 | -2.4% | 1.57% | -1.3% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $10,544,630 | +12.2% | 67,964 | +0.4% | 1.46% | +1.0% |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $10,526,971 | +15.1% | 454,336 | -1.9% | 1.46% | +3.6% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $10,336,657 | +8.1% | 158,198 | -0.2% | 1.44% | -2.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $9,632,087 | +11.5% | 194,627 | +8.4% | 1.34% | +0.4% |
| IAU | Buy | ISHARES GOLD TRishares new | $8,789,430 | +10.1% | 254,103 | +0.4% | 1.22% | -0.9% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $8,568,747 | +3.3% | 220,333 | -8.4% | 1.19% | -7.0% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $7,799,615 | +52.5% | 247,764 | +34.8% | 1.08% | +37.4% |
| APG | API GROUP CORP | $7,353,619 | +41.7% | 390,942 | 0.0% | 1.02% | +27.6% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,260,982 | +5.5% | 35,626 | -2.7% | 1.01% | -5.0% |
| MSFT | Sell | MICROSOFT CORP | $6,552,556 | -3.1% | 27,323 | -5.9% | 0.91% | -12.7% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $6,218,818 | +2.3% | 35,699 | -4.0% | 0.86% | -7.9% |
| CF | CF INDS HLDGS INC | $6,172,996 | -11.5% | 72,453 | 0.0% | 0.86% | -20.3% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $6,075,223 | -1.4% | 170,461 | -10.0% | 0.84% | -11.2% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $5,755,710 | +7.2% | 84,271 | -1.1% | 0.80% | -3.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,542,297 | -2.1% | 110,558 | -2.0% | 0.77% | -11.8% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,328,844 | -19.9% | 71,099 | -29.0% | 0.74% | -27.9% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $5,292,385 | +16.4% | 235,636 | +5.9% | 0.74% | +4.9% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $4,881,617 | +9.5% | 171,646 | -0.9% | 0.68% | -1.5% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,679,710 | +8.9% | 34,603 | -2.0% | 0.65% | -2.0% |
| AAPL | Sell | APPLE INC | $4,564,037 | -14.1% | 35,127 | -8.6% | 0.63% | -22.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $4,551,234 | +13.0% | 45,151 | +0.9% | 0.63% | +1.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,182,154 | +4.7% | 10,885 | -2.2% | 0.58% | -5.7% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $4,177,401 | +10.3% | 112,994 | +1.6% | 0.58% | -0.7% |
| IDV | Sell | ISHARES TRintl sel div etf | $4,149,902 | -4.6% | 152,795 | -20.9% | 0.58% | -14.1% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $3,746,120 | +5.9% | 88,144 | -4.0% | 0.52% | -4.6% |
| GGG | GRACO INC | $3,702,058 | +12.2% | 55,041 | 0.0% | 0.51% | +1.0% | |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $3,668,529 | -3.4% | 72,594 | -3.9% | 0.51% | -13.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,328,433 | +14.0% | 66,383 | +0.9% | 0.46% | +2.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,875,431 | +17.9% | 38,742 | +6.6% | 0.40% | +6.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,878,664 | +701.9% | 34,368 | +595.3% | 0.40% | +627.3% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $2,785,404 | +15.5% | 42,370 | -1.4% | 0.39% | +4.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,640,256 | +2.5% | 4,980 | -2.3% | 0.37% | -7.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,612,025 | +293.4% | 34,739 | +288.9% | 0.36% | +255.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,524,663 | +25.6% | 11,847 | +26.1% | 0.35% | +13.2% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $2,397,646 | +51.8% | 33,190 | +43.2% | 0.33% | +36.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,311,392 | -14.2% | 12,090 | -19.5% | 0.32% | -22.8% |
| MOTI | Sell | VANECK ETF TRUSTmrngstr int moat | $2,288,038 | +4.2% | 79,071 | -10.2% | 0.32% | -6.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,270,742 | +201.6% | 117,716 | +192.3% | 0.32% | +172.4% |
| MDT | Sell | MEDTRONIC PLC | $2,230,211 | -7.5% | 28,695 | -3.9% | 0.31% | -16.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,189,950 | -17.9% | 46,894 | -24.5% | 0.30% | -26.2% |
| INTC | Buy | INTEL CORP | $2,169,639 | +8.2% | 82,090 | +5.5% | 0.30% | -2.9% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,158,665 | +6.1% | 46,383 | -2.9% | 0.30% | -4.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,026,496 | -5.6% | 11,472 | -12.7% | 0.28% | -14.8% |
| AMAT | Sell | APPLIED MATLS INC | $1,833,860 | +16.7% | 18,832 | -1.8% | 0.26% | +5.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,809,760 | +4.9% | 9,860 | -2.3% | 0.25% | -5.6% |
| BBY | BEST BUY INC | $1,695,399 | +26.6% | 21,137 | 0.0% | 0.24% | +14.0% | |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,667,399 | +13.7% | 35,431 | +0.6% | 0.23% | +2.7% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,625,991 | +16.3% | 34,788 | +15.6% | 0.23% | +4.6% |
| ABT | Sell | ABBOTT LABS | $1,613,257 | +12.3% | 14,694 | -1.1% | 0.22% | +0.9% |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $1,608,190 | +12.9% | 29,660 | -0.7% | 0.22% | +1.4% |
| ABBV | Sell | ABBVIE INC | $1,571,408 | +16.6% | 9,723 | -3.2% | 0.22% | +4.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,548,455 | +14.4% | 51,495 | +5.3% | 0.22% | +2.9% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,507,954 | +1.5% | 33,525 | -5.2% | 0.21% | -8.3% |
| MCD | Sell | MCDONALDS CORP | $1,505,626 | +4.3% | 5,713 | -8.7% | 0.21% | -6.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,498,352 | +0.8% | 4,691 | -3.0% | 0.21% | -9.2% |
| DIS | Sell | DISNEY WALT CO | $1,454,024 | -9.1% | 16,736 | -1.3% | 0.20% | -18.2% |
| JPM | JPMORGAN CHASE & CO | $1,455,253 | +28.3% | 10,852 | 0.0% | 0.20% | +15.4% | |
| JHEM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $1,410,734 | -29.0% | 60,834 | -33.4% | 0.20% | -36.2% |
| MUB | Buy | ISHARES TRnational mun etf | $1,322,133 | +4.9% | 12,530 | +2.0% | 0.18% | -5.2% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $1,306,536 | +17.7% | 39,830 | +6.7% | 0.18% | +6.4% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,290,863 | +14.6% | 15,504 | -1.1% | 0.18% | +2.9% |
| AMZN | Sell | AMAZON COM INC | $1,261,092 | -35.5% | 15,013 | -13.2% | 0.18% | -42.1% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $1,187,763 | +21.0% | 49,969 | +19.5% | 0.16% | +8.6% |
| QCOM | QUALCOMM INC | $1,180,756 | -2.7% | 10,740 | 0.0% | 0.16% | -12.3% | |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,173,756 | +42.3% | 15,753 | +26.4% | 0.16% | +28.3% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,152,602 | +6.3% | 10,665 | +0.1% | 0.16% | -4.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,106,463 | -14.8% | 12,470 | -7.7% | 0.15% | -23.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,102,875 | -26.4% | 12,500 | -20.2% | 0.15% | -33.8% |
| GIS | Sell | GENERAL MLS INC | $1,089,954 | +0.4% | 12,999 | -8.3% | 0.15% | -10.1% |
| KO | Sell | COCA COLA CO | $1,067,750 | +10.2% | 16,786 | -2.9% | 0.15% | -1.3% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,032,460 | -0.9% | 5,744 | -6.0% | 0.14% | -11.2% |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,023,476 | +5.5% | 33,458 | -3.1% | 0.14% | -5.3% |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $1,006,658 | -3.8% | 22,071 | -8.2% | 0.14% | -13.0% |
| DE | Sell | DEERE & CO | $1,006,300 | +27.4% | 2,347 | -0.8% | 0.14% | +14.8% |
| CSCO | Sell | CISCO SYS INC | $992,722 | +6.9% | 20,838 | -10.3% | 0.14% | -3.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $996,313 | -1.7% | 6,574 | -18.2% | 0.14% | -11.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $975,401 | -15.3% | 2,551 | -20.9% | 0.14% | -23.6% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $970,961 | +37.9% | 19,739 | +21.7% | 0.14% | +23.9% |
| MMM | Sell | 3M CO | $935,828 | -0.5% | 7,804 | -8.3% | 0.13% | -10.3% |
| XOM | Sell | EXXON MOBIL CORP | $923,854 | +25.2% | 8,376 | -0.9% | 0.13% | +12.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $912,705 | +15.4% | 10,061 | -3.4% | 0.13% | +4.1% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $915,249 | +202.1% | 10,006 | +202.6% | 0.13% | +170.2% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $860,409 | +7.4% | 10,452 | -0.9% | 0.12% | -3.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $835,731 | +3.3% | 14,286 | +2.1% | 0.12% | -7.2% |
| RAFE | Sell | PIMCO EQUITY SERrafi esg us | $815,037 | +4.4% | 29,197 | -5.0% | 0.11% | -6.6% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $788,081 | +9.5% | 11,966 | +4.6% | 0.11% | -0.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $791,334 | +85.8% | 12,838 | +58.8% | 0.11% | +66.7% |
| ORCL | Sell | ORACLE CORP | $772,198 | +19.0% | 9,447 | -11.1% | 0.11% | +7.0% |
| V | Sell | VISA INC | $769,335 | -7.9% | 3,703 | -21.3% | 0.11% | -17.1% |
| PEP | Sell | PEPSICO INC | $773,078 | +4.9% | 4,279 | -5.2% | 0.11% | -6.1% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $766,135 | +8.8% | 8,390 | -1.7% | 0.11% | -2.8% |
| MRK | Sell | MERCK & CO INC | $760,181 | +8.3% | 6,852 | -16.0% | 0.11% | -1.9% |
| AOA | Sell | ISHARES TRaggres alloc etf | $716,701 | +6.3% | 11,995 | -1.3% | 0.10% | -3.8% |
| CVX | Sell | CHEVRON CORP NEW | $714,201 | +10.6% | 3,979 | -11.5% | 0.10% | -1.0% |
| BAC | Sell | BANK AMERICA CORP | $691,791 | +9.5% | 20,887 | -0.2% | 0.10% | -2.0% |
| HD | Sell | HOME DEPOT INC | $687,627 | -12.4% | 2,177 | -23.5% | 0.10% | -20.7% |
| PFE | Sell | PFIZER INC | $669,338 | -6.4% | 13,063 | -20.1% | 0.09% | -15.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $655,916 | +1.4% | 6,649 | +1.5% | 0.09% | -9.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $638,178 | +5.3% | 32,150 | +1.3% | 0.09% | -5.3% |
| PSO | Buy | PEARSON PLCsponsored adr | $626,195 | +64.8% | 55,563 | +39.5% | 0.09% | +47.5% |
| WFC | Sell | WELLS FARGO CO NEW | $621,815 | +1.3% | 15,060 | -1.3% | 0.09% | -9.5% |
| TRV | TRAVELERS COMPANIES INC | $595,441 | +22.3% | 3,176 | 0.0% | 0.08% | +10.7% | |
| CVS | CVS HEALTH CORP | $595,531 | -2.2% | 6,391 | 0.0% | 0.08% | -11.7% | |
| BLK | BLACKROCK INC | $569,739 | +28.9% | 804 | 0.0% | 0.08% | +16.2% | |
| CELC | CELCUITY INC | $533,655 | +39.7% | 38,091 | 0.0% | 0.07% | +25.4% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $528,741 | +10.4% | 6,514 | +10.4% | 0.07% | -1.4% |
| SUSC | Sell | ISHARES TResg awre usd etf | $513,623 | -0.8% | 23,035 | -3.1% | 0.07% | -11.2% |
| TGT | Sell | TARGET CORP | $498,609 | -6.3% | 3,345 | -6.7% | 0.07% | -15.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $476,928 | +10.1% | 1,077 | 0.0% | 0.07% | -1.5% | |
| GDX | VANECK ETF TRUSTgold miners etf | $453,745 | +18.8% | 15,832 | 0.0% | 0.06% | +6.8% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $437,456 | -3.6% | 6,080 | -4.7% | 0.06% | -12.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $421,467 | +13.3% | 6,421 | -3.4% | 0.06% | +3.5% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $425,967 | -0.0% | 38,410 | -2.5% | 0.06% | -10.6% |
| HON | Sell | HONEYWELL INTL INC | $426,279 | +10.1% | 1,989 | -14.2% | 0.06% | -1.7% |
| ALE | Sell | ALLETE INC | $415,509 | +25.9% | 6,441 | -2.3% | 0.06% | +13.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $416,478 | +12.9% | 2,967 | -0.7% | 0.06% | +1.8% |
| CI | Sell | CIGNA CORP NEW | $416,494 | +15.1% | 1,257 | -3.7% | 0.06% | +3.6% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $416,713 | +7.1% | 8,870 | +5.1% | 0.06% | -3.3% |
| ESML | Sell | ISHARES TResg aware msci | $415,307 | +5.1% | 12,631 | -1.9% | 0.06% | -4.9% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $411,795 | +610.0% | 8,816 | +627.4% | 0.06% | +533.3% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $400,395 | +52.8% | 6,566 | +44.2% | 0.06% | +40.0% |
| IWR | ISHARES TRrus mid cap etf | $403,891 | +8.6% | 5,988 | 0.0% | 0.06% | -1.8% | |
| GILD | Sell | GILEAD SCIENCES INC | $389,072 | +10.8% | 4,532 | -20.4% | 0.05% | 0.0% |
| NKE | NIKE INCcl b | $378,410 | +40.7% | 3,234 | 0.0% | 0.05% | +26.2% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $380,170 | -28.7% | 2,809 | -47.5% | 0.05% | -35.4% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $384,374 | +30.3% | 11,571 | +20.3% | 0.05% | +15.2% |
| ENB | Sell | ENBRIDGE INC | $365,702 | -1.4% | 9,353 | -6.5% | 0.05% | -10.5% |
| BK | BANK NEW YORK MELLON CORP | $357,492 | +18.0% | 7,854 | 0.0% | 0.05% | +6.4% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $358,147 | -7.5% | 1,345 | -7.0% | 0.05% | -16.7% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $349,824 | +18.6% | 3,562 | 0.0% | 0.05% | +6.5% | |
| K | Sell | KELLOGG CO | $353,778 | -0.6% | 4,966 | -2.9% | 0.05% | -10.9% |
| CSX | CSX CORP | $351,623 | +16.4% | 11,350 | 0.0% | 0.05% | +4.3% | |
| FAST | Sell | FASTENAL CO | $349,572 | -0.7% | 7,387 | -3.3% | 0.05% | -9.3% |
| EMR | Sell | EMERSON ELEC CO | $341,013 | +24.0% | 3,550 | -5.3% | 0.05% | +11.9% |
| WMT | Sell | WALMART INC | $333,632 | -21.3% | 2,353 | -28.1% | 0.05% | -29.2% |
| ACN | ACCENTURE PLC IRELAND | $320,951 | +3.9% | 1,203 | 0.0% | 0.04% | -6.2% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $317,551 | +5.5% | 6,863 | -11.8% | 0.04% | -4.3% |
| BIIB | BIOGEN INC | $300,735 | +3.7% | 1,086 | 0.0% | 0.04% | -6.7% | |
| USB | US BANCORP DEL | $293,118 | +8.2% | 6,721 | 0.0% | 0.04% | -2.4% | |
| HTLF | HEARTLAND FINL USA INC | $296,084 | +7.7% | 6,351 | 0.0% | 0.04% | -2.4% | |
| ECL | Buy | ECOLAB INC | $289,082 | +29.6% | 1,986 | +28.5% | 0.04% | +17.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $289,652 | +2.4% | 1,910 | -8.3% | 0.04% | -9.1% |
| SPIP | New | SPDR SER TRportfli tips etf | $282,922 | – | 10,983 | +100.0% | 0.04% | – |
| VOO | Sell | VANGUARD INDEX FDS | $274,397 | -3.7% | 781 | -9.9% | 0.04% | -13.6% |
| FB | Sell | META PLATFORMS INCcl a | $257,648 | -19.0% | 2,141 | -8.6% | 0.04% | -26.5% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $257,674 | -9.3% | 1,995 | 0.0% | 0.04% | -18.2% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $259,230 | +0.5% | 1,210 | -1.5% | 0.04% | -10.0% |
| SLV | ISHARES SILVER TRishares | $259,506 | +26.0% | 11,785 | 0.0% | 0.04% | +12.5% | |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $262,036 | +35.8% | 5,954 | +15.2% | 0.04% | +20.0% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $255,933 | +0.4% | 5,412 | -6.4% | 0.04% | -7.7% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $257,572 | +12.0% | 1,896 | 0.0% | 0.04% | +2.9% | |
| SBUX | Sell | STARBUCKS CORP | $255,936 | +11.8% | 2,580 | -5.0% | 0.04% | +2.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $250,713 | +20.0% | 721 | -1.8% | 0.04% | +9.4% |
| BA | BOEING CO | $241,724 | +57.0% | 1,269 | 0.0% | 0.03% | +41.7% | |
| SMOG | VANECK ETF TRUSTlow carbn energy | $244,005 | -2.4% | 2,201 | 0.0% | 0.03% | -12.8% | |
| AXP | Sell | AMERICAN EXPRESS CO | $241,571 | -23.3% | 1,635 | -30.0% | 0.03% | -30.6% |
| PSL | INVESCO EXCHANGE TRADED FD Tdwa staples | $240,270 | +10.7% | 2,907 | 0.0% | 0.03% | 0.0% | |
| TSLA | Sell | TESLA INC | $236,506 | -53.7% | 1,920 | -0.3% | 0.03% | -58.2% |
| GIM | TEMPLETON GLOBAL INCOME FD | $227,944 | +6.5% | 52,643 | 0.0% | 0.03% | -3.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $220,122 | +21.6% | 900 | 0.0% | 0.03% | +10.7% | |
| FSLR | Buy | FIRST SOLAR INC | $208,358 | +44.7% | 1,391 | +27.8% | 0.03% | +31.8% |
| NVDA | Sell | NVIDIA CORPORATION | $205,619 | +16.8% | 1,407 | -3.0% | 0.03% | +7.4% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $202,130 | -14.0% | 2,816 | -19.7% | 0.03% | -22.2% |
| HSY | Sell | HERSHEY CO | $201,157 | +2.1% | 869 | -2.8% | 0.03% | -6.7% |
| CRM | Sell | SALESFORCE INC | $203,658 | -13.3% | 1,536 | -6.1% | 0.03% | -22.2% |
| SNY | SANOFIsponsored adr | $201,420 | +27.5% | 4,159 | 0.0% | 0.03% | +16.7% | |
| LLY | LILLY ELI & CO | $197,554 | +12.9% | 540 | 0.0% | 0.03% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $197,028 | +15.2% | 2,122 | 0.0% | 0.03% | +3.8% | |
| UNP | Sell | UNION PAC CORP | $185,753 | +2.1% | 897 | -4.0% | 0.03% | -7.1% |
| AMGN | Sell | AMGEN INC | $185,161 | +13.6% | 705 | -2.4% | 0.03% | +4.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $183,950 | +3.3% | 1,055 | -2.1% | 0.03% | -3.7% |
| TXN | Sell | TEXAS INSTRS INC | $185,212 | +0.1% | 1,121 | -6.3% | 0.03% | -10.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $180,318 | -30.4% | 395 | -28.1% | 0.02% | -37.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $179,714 | -11.5% | 4,561 | -14.8% | 0.02% | -19.4% |
| XEL | Sell | XCEL ENERGY INC | $177,828 | -4.4% | 2,536 | -12.8% | 0.02% | -13.8% |
| GLD | Sell | SPDR GOLD TR | $183,211 | +4.7% | 1,080 | -4.3% | 0.02% | -7.4% |
| PRN | Sell | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $172,532 | +2.7% | 1,998 | -2.8% | 0.02% | -7.7% |
| New | FTAI AVIATION LTD | $162,626 | – | 9,499 | +100.0% | 0.02% | – | |
| BX | BLACKSTONE INC | $154,760 | -11.6% | 2,086 | 0.0% | 0.02% | -18.5% | |
| NEM | NEWMONT CORP | $141,600 | +12.4% | 3,000 | 0.0% | 0.02% | +5.3% | |
| PSX | Buy | PHILLIPS 66 | $141,028 | +33.0% | 1,355 | +3.2% | 0.02% | +25.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $144,482 | -15.5% | 2,131 | -31.7% | 0.02% | -23.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $143,609 | +14.9% | 1,423 | -7.2% | 0.02% | +5.3% |
| WEC | WEC ENERGY GROUP INC | $144,859 | +5.0% | 1,545 | 0.0% | 0.02% | -4.8% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $143,060 | -12.8% | 1,475 | -13.5% | 0.02% | -20.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $136,711 | +32.7% | 2,277 | 0.0% | 0.02% | +18.8% | |
| COP | Buy | CONOCOPHILLIPS | $137,470 | +41.7% | 1,165 | +23.3% | 0.02% | +26.7% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $134,833 | -10.1% | 2,859 | -14.7% | 0.02% | -17.4% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $137,475 | +1.1% | 9,750 | -5.3% | 0.02% | -9.5% |
| CDNS | CADENCE DESIGN SYSTEM INC | $128,512 | -1.9% | 800 | 0.0% | 0.02% | -10.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $131,487 | +13.4% | 3,760 | -5.1% | 0.02% | 0.0% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $128,565 | +13.8% | 1,532 | -2.3% | 0.02% | +5.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $129,963 | +7.4% | 236 | -1.3% | 0.02% | -5.3% |
| ANSS | ANSYS INC | $122,728 | +8.6% | 508 | 0.0% | 0.02% | 0.0% | |
| REMITLY GLOBAL INC | $118,897 | +3.4% | 10,384 | 0.0% | 0.02% | -5.6% | ||
| New | TWO HBRS INVT CORP | $120,073 | – | 7,614 | +100.0% | 0.02% | – | |
| ADP | AUTOMATIC DATA PROCESSING IN | $111,548 | +5.2% | 467 | 0.0% | 0.02% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $113,875 | +5.4% | 721 | 0.0% | 0.02% | -5.9% | |
| SPSC | Sell | SPS COMM INC | $118,156 | -0.7% | 920 | -4.2% | 0.02% | -11.1% |
| EXC | EXELON CORP | $114,379 | +15.5% | 2,646 | 0.0% | 0.02% | +6.7% | |
| PXD | PIONEER NAT RES CO | $112,825 | +5.4% | 494 | 0.0% | 0.02% | -5.9% | |
| FISV | FISERV INC | $112,592 | +8.3% | 1,114 | 0.0% | 0.02% | 0.0% | |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $113,937 | -89.4% | 6,003 | -89.7% | 0.02% | -90.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $110,377 | +3.2% | 1,253 | -6.1% | 0.02% | -11.8% |
| SLB | SCHLUMBERGER LTD | $105,530 | +48.6% | 1,974 | 0.0% | 0.02% | +36.4% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $105,237 | +2.2% | 5,126 | 0.0% | 0.02% | -6.2% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $101,735 | +10.6% | 3,096 | -5.4% | 0.01% | 0.0% |
| RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $103,251 | +13.5% | 1,138 | 0.0% | 0.01% | 0.0% | |
| EIX | EDISON INTL | $97,556 | +12.1% | 1,533 | 0.0% | 0.01% | +7.7% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $98,575 | +1.6% | 865 | -7.1% | 0.01% | -6.7% |
| ABC | AMERISOURCEBERGEN CORP | $97,396 | +21.7% | 588 | 0.0% | 0.01% | +16.7% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $94,600 | +7.5% | 544 | 0.0% | 0.01% | -7.1% | |
| NEE | Sell | NEXTERA ENERGY INC | $92,294 | +3.7% | 1,104 | -3.1% | 0.01% | -7.1% |
| BMO | BANK MONTREAL QUE | $90,600 | +3.0% | 1,000 | 0.0% | 0.01% | -7.1% | |
| MCO | MOODYS CORP | $90,552 | +14.6% | 325 | 0.0% | 0.01% | +8.3% | |
| BWB | BRIDGEWATER BANCSHARES INC | $88,700 | +8.2% | 5,000 | 0.0% | 0.01% | -7.7% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $89,944 | -17.5% | 1,906 | 0.0% | 0.01% | -29.4% | |
| A | AGILENT TECHNOLOGIES INC | $87,096 | +22.7% | 582 | 0.0% | 0.01% | +9.1% | |
| GS | GOLDMAN SACHS GROUP INC | $85,845 | +17.6% | 250 | 0.0% | 0.01% | +9.1% | |
| SAP | Sell | SAP SEspon adr | $86,164 | -38.5% | 835 | -51.4% | 0.01% | -45.5% |
| HSIC | HENRY SCHEIN INC | $79,870 | +21.0% | 1,000 | 0.0% | 0.01% | +10.0% | |
| CAT | CATERPILLAR INC | $76,420 | +47.0% | 319 | 0.0% | 0.01% | +37.5% | |
| CONSTELLATION ENERGY CORP | $75,865 | +3.9% | 880 | 0.0% | 0.01% | 0.0% | ||
| O | REALTY INCOME CORP | $81,825 | +9.1% | 1,290 | 0.0% | 0.01% | -8.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $81,743 | +18.5% | 580 | 0.0% | 0.01% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $79,784 | +26.6% | 164 | 0.0% | 0.01% | +10.0% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $81,969 | -41.9% | 1,141 | -42.3% | 0.01% | -50.0% |
| HPQ | HP INC | $76,875 | +8.3% | 2,861 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $80,078 | +21.3% | 363 | 0.0% | 0.01% | +10.0% | |
| SYY | SYSCO CORP | $77,673 | +7.9% | 1,016 | 0.0% | 0.01% | 0.0% | |
| STT | STATE STR CORP | $78,035 | +27.9% | 1,006 | 0.0% | 0.01% | +22.2% | |
| OTTR | OTTER TAIL CORP | $82,429 | -4.2% | 1,404 | 0.0% | 0.01% | -15.4% | |
| SJM | Sell | SMUCKER J M CO | $77,012 | -4.9% | 486 | -17.8% | 0.01% | -8.3% |
| T | AT&T INC | $82,293 | +19.3% | 4,470 | 0.0% | 0.01% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $76,129 | +4.3% | 573 | 0.0% | 0.01% | 0.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $74,513 | +3.5% | 1,966 | -4.7% | 0.01% | -9.1% |
| BEEM | BEAM GLOBAL | $69,880 | +42.6% | 4,000 | 0.0% | 0.01% | +25.0% | |
| L | LOEWS CORP | $69,996 | +16.7% | 1,200 | 0.0% | 0.01% | +11.1% | |
| USMV | ISHARES TRmsci usa min vol | $61,285 | +9.4% | 850 | 0.0% | 0.01% | 0.0% | |
| INFN | INFINERA CORP | $67,400 | +40.4% | 10,000 | 0.0% | 0.01% | +28.6% | |
| PSA | PUBLIC STORAGE | $61,922 | -4.7% | 221 | 0.0% | 0.01% | -10.0% | |
| BDX | BECTON DICKINSON & CO | $62,558 | +13.7% | 246 | 0.0% | 0.01% | +12.5% | |
| GD | GENERAL DYNAMICS CORP | $62,276 | +17.5% | 251 | 0.0% | 0.01% | +12.5% | |
| DHI | Sell | D R HORTON INC | $55,445 | +28.9% | 622 | -2.8% | 0.01% | +14.3% |
| AWK | AMERICAN WTR WKS CO INC NEW | $55,938 | +16.5% | 367 | 0.0% | 0.01% | +14.3% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $54,146 | +2.2% | 270 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $58,280 | +10.0% | 367 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $57,492 | +10.6% | 1,800 | 0.0% | 0.01% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $58,812 | +11.0% | 307 | 0.0% | 0.01% | 0.0% | |
| ADRE | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $55,277 | +8.4% | 1,478 | 0.0% | 0.01% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $61,046 | +11.0% | 3,553 | 0.0% | 0.01% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $54,561 | +16.1% | 100 | 0.0% | 0.01% | +14.3% | |
| Buy | GENERAL ELECTRIC CO | $54,380 | +94.2% | 649 | +44.5% | 0.01% | +100.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $47,655 | +22.2% | 715 | 0.0% | 0.01% | +16.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $53,295 | +21.1% | 418 | 0.0% | 0.01% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $47,164 | +31.0% | 153 | 0.0% | 0.01% | +16.7% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $52,567 | -15.2% | 1,632 | -26.1% | 0.01% | -30.0% |
| CAH | CARDINAL HEALTH INC | $53,809 | +14.5% | 700 | 0.0% | 0.01% | 0.0% | |
| GUNR | FLEXSHARES TRmornstar upstr | $51,425 | +16.9% | 1,183 | 0.0% | 0.01% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $49,016 | +8.9% | 800 | 0.0% | 0.01% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $49,781 | +8.2% | 291 | 0.0% | 0.01% | 0.0% | |
| FNV | FRANCO NEV CORP | $47,768 | +13.7% | 350 | 0.0% | 0.01% | +16.7% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $46,486 | +8.1% | 1,223 | +4.3% | 0.01% | -14.3% |
| KMB | KIMBERLY-CLARK CORP | $43,168 | +19.9% | 318 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC | $46,510 | +13.4% | 923 | 0.0% | 0.01% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $45,520 | +82.1% | 400 | 0.0% | 0.01% | +50.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44,688 | +31.4% | 2,800 | 0.0% | 0.01% | +20.0% | |
| YUM | Sell | YUM BRANDS INC | $39,738 | -44.0% | 310 | -53.7% | 0.01% | -45.5% |
| ITW | ILLINOIS TOOL WKS INC | $41,416 | +21.8% | 188 | 0.0% | 0.01% | +20.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $44,723 | +645.4% | 577 | +649.4% | 0.01% | +500.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $42,355 | -48.3% | 893 | -47.8% | 0.01% | -53.8% |
| BATH & BODY WORKS INC | $42,140 | +27.7% | 1,000 | 0.0% | 0.01% | +20.0% | ||
| DVY | ISHARES TRselect divid etf | $42,692 | +12.3% | 354 | 0.0% | 0.01% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $44,551 | +3.6% | 4,292 | 0.0% | 0.01% | -14.3% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $41,687 | +4.2% | 287 | -7.7% | 0.01% | 0.0% |
| BFB | BROWN FORMAN CORPcl b | $42,516 | -1.1% | 647 | 0.0% | 0.01% | -14.3% | |
| TT | TRANE TECHNOLOGIES PLC | $42,695 | +15.4% | 254 | 0.0% | 0.01% | 0.0% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $45,371 | +10.7% | 849 | 0.0% | 0.01% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $41,046 | +8.0% | 916 | 0.0% | 0.01% | 0.0% | |
| CSM | Buy | PROSHARES TRlarge cap cre | $46,453 | +5.6% | 1,034 | +0.4% | 0.01% | -14.3% |
| PII | Sell | POLARIS INC | $40,400 | -15.8% | 400 | -20.0% | 0.01% | -14.3% |
| JCI | JOHNSON CTLS INTL PLC | $46,528 | +29.2% | 727 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $39,430 | +16.0% | 153 | 0.0% | 0.01% | 0.0% | |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $33,665 | -35.3% | 2,267 | -36.5% | 0.01% | -37.5% |
| SCZ | ISHARES TReafe sml cp etf | $39,536 | +16.3% | 700 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $38,800 | +10.9% | 776 | 0.0% | 0.01% | 0.0% | |
| GSK PLCsponsored adr | $34,789 | +20.0% | 990 | 0.0% | 0.01% | +25.0% | ||
| BFA | BROWN FORMAN CORPcl a | $38,798 | -3.0% | 590 | 0.0% | 0.01% | -16.7% | |
| EW | EDWARDS LIFESCIENCES CORP | $33,574 | -9.3% | 450 | 0.0% | 0.01% | -16.7% | |
| PYPL | Sell | PAYPAL HLDGS INC | $32,832 | -17.9% | 461 | -1.1% | 0.01% | -16.7% |
| XLK | SELECT SECTOR SPDR TRtechnology | $33,101 | +3.4% | 266 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $34,686 | +8.4% | 492 | 0.0% | 0.01% | 0.0% | |
| New | BROOKFIELD CORPcl a ltd vt sh | $36,745 | – | 1,168 | +100.0% | 0.01% | – | |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $35,202 | +3.5% | 683 | -8.2% | 0.01% | 0.0% |
| VPU | VANGUARD WORLD FDSutilities etf | $37,420 | +6.9% | 244 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $37,360 | +20.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INC | $34,897 | +20.3% | 482 | 0.0% | 0.01% | +25.0% | |
| FNB | F N B CORP | $39,150 | +11.9% | 3,000 | 0.0% | 0.01% | 0.0% | |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $37,921 | +2.5% | 1,509 | +2.7% | 0.01% | -16.7% |
| LHX | L3HARRIS TECHNOLOGIES INC | $29,774 | -0.8% | 143 | 0.0% | 0.00% | -20.0% | |
| FTAI INFRASTRUCTURE INC | $28,023 | +21.8% | 9,499 | 0.0% | 0.00% | 0.0% | ||
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $30,051 | +0.2% | 412 | -0.2% | 0.00% | -20.0% |
| FSP | FRANKLIN STR PPTYS CORP | $27,357 | +5.2% | 10,021 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $32,269 | +7.6% | 146 | 0.0% | 0.00% | -20.0% | |
| IYR | ISHARES TRu.s. real es etf | $30,729 | +2.4% | 365 | 0.0% | 0.00% | -20.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $31,911 | +2.9% | 1,323 | 0.0% | 0.00% | -20.0% | |
| JACK | JACK IN THE BOX INC | $27,292 | -9.0% | 400 | 0.0% | 0.00% | -20.0% | |
| DVN | DEVON ENERGY CORP NEW | $30,642 | +2.1% | 498 | 0.0% | 0.00% | -20.0% | |
| SHELL PLCspon ads | $25,912 | +12.7% | 455 | 0.0% | 0.00% | 0.0% | ||
| RGLD | ROYAL GOLD INC | $27,616 | +20.1% | 245 | 0.0% | 0.00% | 0.0% | |
| CNSL | CONSOLIDATED COMM HLDGS INC | $25,719 | -14.3% | 7,184 | 0.0% | 0.00% | -20.0% | |
| C | Sell | CITIGROUP INC | $28,413 | -23.2% | 628 | -29.0% | 0.00% | -33.3% |
| CNP | CENTERPOINT ENERGY INC | $28,730 | +6.4% | 958 | 0.0% | 0.00% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $28,628 | -10.5% | 694 | -23.7% | 0.00% | -20.0% |
| SO | SOUTHERN CO | $31,206 | +4.0% | 437 | 0.0% | 0.00% | -20.0% | |
| SYK | STRYKER CORPORATION | $29,828 | +19.3% | 122 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $27,382 | +30.4% | 344 | 0.0% | 0.00% | +33.3% | |
| BKNG | BOOKING HOLDINGS INC | $26,199 | +24.8% | 13 | 0.0% | 0.00% | +33.3% | |
| TTC | TORO CO | $29,885 | +29.9% | 264 | 0.0% | 0.00% | 0.0% | |
| VLO | Sell | VALERO ENERGY CORP | $30,193 | -37.1% | 238 | -47.5% | 0.00% | -42.9% |
| VANECK ETF TRUSTfuture of food | $26,681 | +6.7% | 1,481 | 0.0% | 0.00% | 0.0% | ||
| VTR | VENTAS INC | $25,814 | +12.2% | 573 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $32,242 | +15.2% | 980 | 0.0% | 0.00% | 0.0% | |
| DTN | WISDOMTREE TRus ai enhanced | $27,082 | +12.8% | 295 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $30,620 | +2.1% | 400 | 0.0% | 0.00% | -20.0% | |
| YUMC | YUM CHINA HLDGS INC | $31,752 | +17.6% | 581 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $25,392 | +10.4% | 2,132 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $21,850 | +4.0% | 1,900 | 0.0% | 0.00% | 0.0% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $24,566 | -9.0% | 106 | -10.2% | 0.00% | -25.0% |
| EWJ | ISHARES INCmsci jpn etf new | $23,464 | +11.7% | 431 | 0.0% | 0.00% | 0.0% | |
| PLM | POLYMET MNG CORP | $24,791 | -8.2% | 9,355 | 0.0% | 0.00% | -25.0% | |
| XT | ISHARES TRexponential tech | $18,936 | +5.2% | 400 | 0.0% | 0.00% | 0.0% | |
| IDRV | Buy | ISHARES TRself drivng ev | $19,791 | +147.4% | 585 | +154.3% | 0.00% | +200.0% |
| EL | LAUDER ESTEE COS INCcl a | $19,849 | +16.8% | 80 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $24,354 | +21.8% | 311 | 0.0% | 0.00% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $21,155 | -18.6% | 345 | -6.8% | 0.00% | -25.0% |
| MKC | Sell | MCCORMICK & CO INC | $20,722 | -23.3% | 250 | -33.3% | 0.00% | -25.0% |
| DG | DOLLAR GEN CORP NEW | $23,761 | +3.3% | 96 | 0.0% | 0.00% | -25.0% | |
| MCK | MCKESSON CORP | $20,256 | +12.5% | 54 | 0.0% | 0.00% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $19,005 | -17.4% | 750 | 0.0% | 0.00% | -25.0% | |
| WPM | Sell | WHEATON PRECIOUS METALS CORP | $19,540 | +8.6% | 500 | -8.4% | 0.00% | 0.0% |
| WELL | Sell | WELLTOWER INC | $19,692 | -10.5% | 300 | -11.0% | 0.00% | 0.0% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $20,857 | +9.8% | 859 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $20,598 | +8.4% | 200 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP | $19,568 | -2.2% | 430 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $22,167 | +38.5% | 323 | 0.0% | 0.00% | +50.0% | |
| WPC | WP CAREY INC | $19,538 | +14.9% | 250 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $23,738 | +7.9% | 250 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC CO NEW | $21,935 | -8.6% | 500 | 0.0% | 0.00% | -25.0% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $21,390 | +18.8% | 600 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $18,240 | +14.0% | 2,000 | 0.0% | 0.00% | +50.0% | |
| IWP | Sell | ISHARES TRrus md cp gr etf | $25,164 | -13.2% | 301 | -18.9% | 0.00% | -25.0% |
| SWK | STANLEY BLACK & DECKER INC | $18,242 | +1.3% | 243 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $20,070 | +5.6% | 127 | 0.0% | 0.00% | 0.0% | |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $21,211 | +1.0% | 1,183 | -11.9% | 0.00% | 0.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $23,733 | +13.0% | 100 | -2.9% | 0.00% | 0.0% |
| SEE | SEALED AIR CORP NEW | $25,094 | +14.1% | 503 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $18,999 | +11.8% | 300 | 0.0% | 0.00% | 0.0% | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $18,134 | +13.3% | 1,047 | 0.0% | 0.00% | +50.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $19,396 | +14.1% | 486 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $21,359 | +12.4% | 2,650 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $20,264 | +19.2% | 117 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $22,374 | +1.7% | 1,843 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $21,528 | +19.6% | 66 | 0.0% | 0.00% | 0.0% | |
| LPX | LOUISIANA PAC CORP | $17,346 | +15.6% | 293 | 0.0% | 0.00% | 0.0% | |
| New | LUCID GROUP INC | $17,075 | – | 2,500 | +100.0% | 0.00% | – | |
| MMC | MARSH & MCLENNAN COS INC | $16,548 | +10.3% | 100 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $14,414 | +10.9% | 205 | 0.0% | 0.00% | 0.0% | |
| EAOA | ISHARES TResg aware aggrsv | $15,344 | +9.6% | 553 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $12,767 | +16.1% | 279 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $16,943 | -10.8% | 232 | 0.0% | 0.00% | -33.3% | |
| OKE | Sell | ONEOK INC NEW | $14,388 | -15.4% | 219 | -34.4% | 0.00% | -33.3% |
| ESGU | ISHARES TResg awr msci usa | $12,712 | +5.9% | 150 | 0.0% | 0.00% | 0.0% | |
| PM | PHILIP MORRIS INTL INC | $13,562 | +23.3% | 134 | 0.0% | 0.00% | 0.0% | |
| CMI | Sell | CUMMINS INC | $14,295 | +10.0% | 59 | -10.6% | 0.00% | 0.0% |
| TROW | Sell | PRICE T ROWE GROUP INC | $14,832 | -45.1% | 136 | -46.5% | 0.00% | -50.0% |
| PGR | PROGRESSIVE CORP | $14,917 | +14.7% | 115 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $11,978 | +19.8% | 100 | 0.0% | 0.00% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $15,126 | +0.8% | 156 | 0.0% | 0.00% | 0.0% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $10,802 | +8.0% | 25 | -10.7% | 0.00% | 0.0% |
| RY | ROYAL BK CDA SUSTAINABL | $15,043 | +7.4% | 160 | 0.0% | 0.00% | 0.0% | |
| EXPD | EXPEDITORS INTL WASH INC | $13,821 | +15.2% | 133 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $15,983 | +22.9% | 413 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $13,946 | +16.2% | 177 | 0.0% | 0.00% | 0.0% | |
| CLFD | Buy | CLEARFIELD INC | $14,121 | +41.2% | 150 | +50.0% | 0.00% | 0.0% |
| CNC | CENTENE CORP DEL | $17,304 | +8.2% | 211 | 0.0% | 0.00% | 0.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $16,264 | +8.4% | 200 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $16,446 | -3.3% | 296 | 0.0% | 0.00% | -33.3% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $15,185 | -5.1% | 230 | -14.8% | 0.00% | 0.0% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $17,326 | +8.3% | 732 | 0.0% | 0.00% | 0.0% | |
| CRH | CRH PLCadr | $11,261 | +25.1% | 283 | 0.0% | 0.00% | +100.0% | |
| GRID | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $13,784 | +14.9% | 158 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $13,376 | +2.9% | 62 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $12,212 | +35.7% | 125 | 0.0% | 0.00% | +100.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $11,821 | +47.8% | 1,474 | 0.0% | 0.00% | +100.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $14,399 | -76.8% | 193 | -78.8% | 0.00% | -80.0% |
| TRP | TC ENERGY CORP | $11,759 | -2.0% | 295 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $12,975 | +29.8% | 209 | 0.0% | 0.00% | 0.0% | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $14,489 | +3.5% | 140 | -13.6% | 0.00% | 0.0% |
| ILCG | ISHARES TRmorningstar grwt | $14,993 | -0.0% | 308 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $16,529 | +3.3% | 505 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $16,871 | -6.3% | 331 | 0.0% | 0.00% | -33.3% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $15,528 | +10.9% | 243 | 0.0% | 0.00% | 0.0% | |
| PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $11,329 | +13.3% | 109 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $17,135 | +7.1% | 1,025 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,582 | +15.8% | 82 | 0.0% | 0.00% | 0.0% | |
| ANNALY CAPITAL MANAGEMENT IN | $14,946 | +24.6% | 709 | 0.0% | 0.00% | 0.0% | ||
| AMT | Sell | AMERICAN TOWER CORP NEW | $16,737 | -7.0% | 79 | -4.8% | 0.00% | -33.3% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $12,745 | +6.2% | 1,002 | +0.2% | 0.00% | 0.0% |
| VICTORIAS SECRET AND CO | $11,915 | +19.2% | 333 | 0.0% | 0.00% | 0.0% | ||
| HYFM | HYDROFARM HLDGS GROUP INC | $15,188 | -20.1% | 9,799 | 0.0% | 0.00% | -33.3% | |
| VST | VISTRA CORP | $11,600 | +16.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $17,349 | -17.4% | 80 | 0.0% | 0.00% | -33.3% | |
| WU | WESTERN UN CO | $14,114 | +0.8% | 1,025 | 0.0% | 0.00% | 0.0% | |
| AON | AON PLC | $13,206 | +10.0% | 44 | 0.0% | 0.00% | 0.0% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $12,950 | -0.4% | 500 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $14,282 | +19.0% | 91 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS ETF TRsectr div dogs | $11,574 | +15.7% | 225 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $12,616 | +14.7% | 100 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $11,645 | +16.4% | 86 | 0.0% | 0.00% | 0.0% | |
| KGC | KINROSS GOLD CORP | $13,702 | +5.4% | 3,350 | 0.0% | 0.00% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $15,131 | +16.4% | 36 | 0.0% | 0.00% | 0.0% | |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $12,898 | -0.8% | 593 | -7.2% | 0.00% | 0.0% |
| FLDR | FIDELITY MERRIMACK STR TRlow durtin etf | $3,781 | -5.5% | 76 | 0.0% | 0.00% | 0.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,752 | +187.6% | 142 | +238.1% | 0.00% | – |
| RPT | RPT REALTYsh ben int | $5,251 | +31.3% | 523 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $7,053 | +17.6% | 43 | 0.0% | 0.00% | 0.0% | |
| AMP | Sell | AMERIPRISE FINL INC | $8,096 | -74.7% | 26 | -79.4% | 0.00% | -80.0% |
| INGR | INGREDION INC | $3,917 | +30.6% | 40 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $6,427 | +28.5% | 123 | 0.0% | 0.00% | 0.0% | |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $5,732 | +14.6% | 208 | +3.5% | 0.00% | 0.0% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,121 | +1.5% | 142 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $8,269 | +3.4% | 177 | 0.0% | 0.00% | 0.0% | |
| IFRA | Buy | ISHARES TRus infrastruc | $7,531 | +7.6% | 208 | +1.0% | 0.00% | 0.0% |
| CTVA | CORTEVA INC | $9,581 | +6.5% | 163 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC | $7,623 | +27.0% | 94 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $10,285 | +14.3% | 225 | 0.0% | 0.00% | 0.0% | |
| Buy | EA SERIES TRUSTstrive us energy | $10,396 | +159.9% | 353 | +95.0% | 0.00% | 0.0% | |
| EA SERIES TRUSTstrive 500 etf | $5,216 | +4.3% | 215 | 0.0% | 0.00% | 0.0% | ||
| ULST | Buy | SSGA ACTIVE ETF TRult sht trm bd | $4,078 | +2.0% | 102 | +1.0% | 0.00% | 0.0% |
| ROST | ROSS STORES INC | $5,107 | +27.7% | 44 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $4,594 | +14.8% | 73 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $6,630 | -5.3% | 442 | 0.0% | 0.00% | 0.0% | ||
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,764 | -5.9% | 63 | 0.0% | 0.00% | 0.0% | |
| BST | BLACKROCK SCIENCE & TECHNOLO | $10,185 | -7.4% | 359 | 0.0% | 0.00% | -50.0% | |
| BBUS | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $9,321 | +3.6% | 136 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $4,410 | +10.2% | 180 | 0.0% | 0.00% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $5,933 | +18.7% | 116 | 0.0% | 0.00% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $5,427 | +8.5% | 53 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $3,833 | -4.2% | 212 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,048 | -19.0% | 400 | 0.0% | 0.00% | 0.0% | |
| New | BROOKFIELD ASSET MANAGMT LTD | $8,343 | – | 291 | +100.0% | 0.00% | – | |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $7,590 | +153.0% | 267 | +111.9% | 0.00% | – |
| DCI | DONALDSON INC | $6,593 | +31.9% | 112 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $8,747 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GM | Sell | GENERAL MTRS CO | $9,863 | -55.2% | 293 | -57.7% | 0.00% | -66.7% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $10,260 | +413.0% | 300 | +294.7% | 0.00% | – |
| Sell | WARNER BROS DISCOVERY INC | $7,878 | -28.4% | 831 | -13.2% | 0.00% | -50.0% | |
| GEL | GENESIS ENERGY L Punit ltd partn | $10,210 | +13.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $5,150 | -14.2% | 187 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $5,659 | -5.7% | 139 | -18.7% | 0.00% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $6,167 | +23.3% | 62 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $8,488 | +6.1% | 60 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $7,860 | +12.3% | 12 | 0.0% | 0.00% | 0.0% | |
| DLN | Sell | WISDOMTREE TRus largecap divd | $7,124 | -11.0% | 115 | -18.4% | 0.00% | 0.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $9,716 | -51.4% | 150 | -53.1% | 0.00% | -66.7% |
| EQRR | Buy | PROSHARES TReqts for risin | $10,404 | +15.6% | 205 | +0.5% | 0.00% | 0.0% |
| CHPT | CHARGEPOINT HOLDINGS INC | $9,530 | -36.5% | 1,000 | 0.0% | 0.00% | -50.0% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,048 | -15.9% | 15 | -28.6% | 0.00% | 0.0% |
| FE | FIRSTENERGY CORP | $4,194 | +4.8% | 100 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INCcl a | $5,857 | +17.1% | 35 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA | $6,027 | +0.4% | 39 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $5,921 | -1.3% | 1,390 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMPERIAL BK COMM TO | $4,126 | +3.2% | 102 | 0.0% | 0.00% | 0.0% | |
| XMPT | Buy | VANECK ETF TRUST | $3,683 | +22.8% | 172 | +1.8% | 0.00% | – |
| FCX | FREEPORT-MCMORAN INCcl b | $6,346 | +26.9% | 167 | 0.0% | 0.00% | 0.0% | |
| REGN | Sell | REGENERON PHARMACEUTICALS | $7,215 | -27.8% | 10 | -33.3% | 0.00% | -50.0% |
| CRY | ARTIVION INC | $10,302 | -14.2% | 850 | 0.0% | 0.00% | -50.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $10,256 | – | 40 | +100.0% | 0.00% | – |
| ZENTEK LTD | $7,750 | -3.1% | 5,000 | 0.0% | 0.00% | 0.0% | ||
| HFRO | Buy | HIGHLAND INCOME FD | $6,000 | 0.0% | 583 | +2.1% | 0.00% | 0.0% |
| HACK | ETF MANAGERS TRprime cybr scrty | $8,810 | -2.1% | 200 | 0.0% | 0.00% | 0.0% | |
| BJK | New | VANECK ETF TRUSTgaming etf | $5,942 | – | 154 | +100.0% | 0.00% | – |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $4,925 | +23.1% | 301 | 0.0% | 0.00% | 0.0% | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $8,527 | +6.6% | 112 | 0.0% | 0.00% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $5,779 | -17.4% | 35 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $5,607 | +40.2% | 69 | 0.0% | 0.00% | 0.0% | |
| ACVF | ETF OPPORTUNITIES TRUSTamerican conser | $8,920 | +11.5% | 300 | 0.0% | 0.00% | 0.0% | |
| CCJ | Sell | CAMECO CORP | $5,554 | -53.7% | 245 | -45.9% | 0.00% | -50.0% |
| ARKK | ARK ETF TRinnovation etf | $9,591 | -20.1% | 307 | 0.0% | 0.00% | -50.0% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $5,844 | -81.1% | 113 | -83.4% | 0.00% | -80.0% |
| GPN | GLOBAL PMTS INC | $9,932 | -9.7% | 100 | 0.0% | 0.00% | -50.0% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $7,135 | +18.9% | 506 | 0.0% | 0.00% | 0.0% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $9,713 | +7.9% | 221 | 0.0% | 0.00% | 0.0% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $8,863 | -1.5% | 213 | -4.5% | 0.00% | 0.0% |
| BP | BP PLCsponsored adr | $3,912 | +30.4% | 112 | 0.0% | 0.00% | – | |
| NPK | NATIONAL PRESTO INDS INC | $10,269 | +2.7% | 150 | 0.0% | 0.00% | -50.0% | |
| F | FORD MTR CO DEL | $6,978 | -0.3% | 600 | 0.0% | 0.00% | 0.0% | |
| HALEON PLCspon ads | $9,914 | +23.9% | 1,239 | 0.0% | 0.00% | 0.0% | ||
| NRG | NRG ENERGY INC | $3,627 | -9.3% | 114 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $9,962 | +10.7% | 50 | 0.0% | 0.00% | 0.0% | |
| ALC | Sell | ALCON AG | $7,952 | -20.5% | 116 | -30.1% | 0.00% | -50.0% |
| HAGERTY INC | $6,467 | -7.6% | 769 | 0.0% | 0.00% | 0.0% | ||
| TEL | TE CONNECTIVITY LTD | $8,681 | +8.5% | 76 | 0.0% | 0.00% | 0.0% | |
| RIG | Sell | TRANSOCEAN LTD | $4,560 | -8.8% | 1,000 | -50.0% | 0.00% | 0.0% |
| IGOV | ISHARES TRintl trea bd etf | $7,673 | +9.6% | 196 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $4,989 | +24.7% | 100 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $5,436 | +8.7% | 50 | 0.0% | 0.00% | 0.0% | |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $3,976 | -0.6% | 81 | +1.2% | 0.00% | 0.0% |
| CMP | COMPASS MINERALS INTL INC | $5,207 | +4.1% | 127 | 0.0% | 0.00% | 0.0% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $4,346 | +117.3% | 69 | +72.5% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $6,334 | +5.6% | 239 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER | $4,221 | +5.5% | 33 | 0.0% | 0.00% | 0.0% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $4,839 | -3.2% | 125 | 0.0% | 0.00% | 0.0% | |
| GCOW | Buy | PACER FDS TRglobl cash etf | $9,888 | +23.6% | 312 | +1.3% | 0.00% | 0.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,793 | -82.8% | 84 | -83.8% | 0.00% | -66.7% |
| PCAR | PACCAR INC | $7,225 | +20.4% | 73 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,990 | +24.8% | 90 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INCcl a | $4,812 | +20.3% | 215 | 0.0% | 0.00% | 0.0% | |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $4,791 | -4.2% | 97 | +1.0% | 0.00% | 0.0% |
| OGN | Sell | ORGANON & CO | $6,117 | -23.5% | 219 | -32.8% | 0.00% | 0.0% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $4,153 | +3.8% | 84 | +1.2% | 0.00% | 0.0% |
| New | NUSCALE PWR CORP | $3,735 | – | 364 | +100.0% | 0.00% | – | |
| EBAY | EBAY INC. | $6,262 | +4.4% | 151 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $3,914 | +30.5% | 7 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X FDSinternet of thng | $145 | – | 5 | 0.0% | 0.00% | – | |
| Sell | ZIMVIE INC | $168 | – | 18 | -5.3% | 0.00% | – | |
| ADNT | ADIENT PLC | $2,498 | +24.9% | 72 | 0.0% | 0.00% | – | |
| DRIV | Sell | GLOBAL X FDSautonmous ev etf | $994 | -87.6% | 50 | -86.9% | 0.00% | -100.0% |
| Sell | KYNDRYL HLDGS INC | $189 | – | 17 | -54.1% | 0.00% | – | |
| DIMENSIONAL ETF TRUSTworld ex us core | $3,283 | +9.4% | 152 | 0.0% | 0.00% | – | ||
| RE | EVEREST RE GROUP LTD | $1,988 | -0.6% | 6 | 0.0% | 0.00% | – | |
| HES | Sell | HESS CORP | $2,127 | -64.6% | 15 | -71.7% | 0.00% | -100.0% |
| MPC | MARATHON PETE CORP | $2,910 | +45.5% | 25 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $2,199 | +10.0% | 29 | 0.0% | 0.00% | – | |
| ALPHA PARTNERS TECH MERGR COw exp 03/31/202 | $37 | – | 833 | 0.0% | 0.00% | – | ||
| ALPHA PARTNERS TECH MERGR COunit 03/31/2028 | $10 | – | 1 | 0.0% | 0.00% | – | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $1,224 | +22.4% | 100 | 0.0% | 0.00% | – | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,684 | -15.8% | 32 | 0.0% | 0.00% | – | |
| VALWS | VALARIS LIMITEDw exp 04/29/202 | $48 | – | 4 | 0.0% | 0.00% | – | |
| LDOS | LEIDOS HOLDINGS INC | $842 | -15.8% | 8 | 0.0% | 0.00% | – | |
| New | CHECK CAP LTD | $11 | – | 5 | +100.0% | 0.00% | – | |
| SSYS | STRATASYS LTD | $391 | – | 33 | 0.0% | 0.00% | – | |
| MDU | MDU RES GROUP INC | $3,155 | +5.2% | 104 | 0.0% | 0.00% | – | |
| CLOU | Exit | GLOBAL X FDS | $0 | – | -200 | -100.0% | 0.00% | – |
| NOMD | Exit | NOMAD FOODS LTD | $0 | – | -150 | -100.0% | 0.00% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -50 | -100.0% | 0.00% | – | |
| CHGG | Exit | CHEGG INC | $0 | – | -5 | -100.0% | 0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -59 | -100.0% | 0.00% | – |
| PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -1 | -100.0% | 0.00% | – |
| ORION OFFICE REIT INC | $922 | -7.8% | 108 | 0.0% | 0.00% | – | ||
| EMN | EASTMAN CHEM CO | $3,258 | +8.6% | 40 | 0.0% | 0.00% | – | |
| ONCY | ONCOLYTICS BIOTECH INC | $342 | – | 210 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $2,417 | -19.4% | 75 | 0.0% | 0.00% | – | |
| RXT | Exit | RACKSPACE TECHNOLOGY INC | $0 | – | -50 | -100.0% | 0.00% | – |
| CLNE | CLEAN ENERGY FUELS CORP | $173 | – | 33 | 0.0% | 0.00% | – | |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -37 | -100.0% | 0.00% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -17 | -100.0% | 0.00% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -12 | -100.0% | 0.00% | – |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $941 | -5.9% | 23 | 0.0% | 0.00% | – | |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -50 | -100.0% | 0.00% | – |
| CSIQ | CANADIAN SOLAR INC | $772 | -22.8% | 25 | 0.0% | 0.00% | – | |
| SBRA | SABRA HEALTH CARE REIT INC | $1,989 | -0.6% | 160 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $1,327 | +32.7% | 54 | 0.0% | 0.00% | – | |
| ZEN | Exit | ZENDESK INC | $0 | – | -15 | -100.0% | 0.00% | – |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $919 | -8.1% | 14 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $496 | – | 20 | 0.0% | 0.00% | – | |
| INVH | Exit | INVITATION HOMES INC | $0 | – | -51 | -100.0% | 0.00% | – |
| NOK | NOKIA CORPsponsored adr | $186 | – | 40 | 0.0% | 0.00% | – | |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -20 | -100.0% | 0.00% | – |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,515 | +17.2% | 77 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $738 | -26.2% | 15 | 0.0% | 0.00% | – | |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -32 | -100.0% | 0.00% | – |
| IWN | ISHARES TRrus 2000 val etf | $2,919 | -2.7% | 21 | 0.0% | 0.00% | – | |
| FSR | FISKER INC | $2,544 | -15.2% | 350 | 0.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INCcl a | $2,440 | -18.7% | 17 | 0.0% | 0.00% | – | |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -63 | -100.0% | 0.00% | – |
| SQ | Sell | BLOCK INCcl a | $2,953 | -73.2% | 47 | -76.1% | 0.00% | -100.0% |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -14 | -100.0% | 0.00% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -63 | -100.0% | 0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FTNT | FORTINET INC | $2,444 | +22.2% | 50 | 0.0% | 0.00% | – | |
| ASIX | Exit | ADVANSIX INC | $0 | – | -10 | -100.0% | 0.00% | – |
| TCMD | TACTILE SYS TECHNOLOGY INC | $712 | – | 62 | 0.0% | 0.00% | – | |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -13 | -100.0% | 0.00% | – |
| CCD | Exit | CALAMOS DYNAMIC CONV & INCOM | $0 | – | -39 | -100.0% | 0.00% | – |
| TDOC | TELADOC HEALTH INC | $946 | -5.4% | 40 | 0.0% | 0.00% | – | |
| TELL | TELLURIAN INC NEW | $241 | – | 143 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,219 | +7.3% | 24 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $974 | -2.6% | 19 | 0.0% | 0.00% | – | |
| NIO | Sell | NIO INCspon ads | $809 | -59.6% | 83 | -37.6% | 0.00% | – |
| FTV | FORTIVE CORP | $2,634 | +31.7% | 41 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $474 | -52.6% | 64 | 0.0% | 0.00% | – | |
| GMBL | Exit | ESPORTS ENTMT GROUP INC | $0 | – | -300 | -100.0% | 0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -10 | -100.0% | 0.00% | – |
| TNL | TRAVEL PLUS LEISURE CO | $2,002 | +0.1% | 55 | 0.0% | 0.00% | – | |
| TMQ | TRILOGY METALS INC NEW | $2,475 | -17.5% | 4,500 | 0.0% | 0.00% | – | |
| FOX | FOX CORP | $2,048 | +2.4% | 72 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $1,370 | +37.0% | 22 | 0.0% | 0.00% | – | |
| TIP | ISHARES TRtips bd etf | $3,406 | +13.5% | 32 | 0.0% | 0.00% | – | |
| UBER | Sell | UBER TECHNOLOGIES INC | $495 | -83.5% | 20 | -83.3% | 0.00% | – |
| UA | UNDER ARMOUR INCcl c | $357 | – | 40 | 0.0% | 0.00% | – | |
| UL | UNILEVER PLCspon adr new | $3,273 | +9.1% | 65 | 0.0% | 0.00% | – | |
| X | UNITED STATES STL CORP NEW | $1,252 | +25.2% | 50 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $616 | -38.4% | 50 | 0.0% | 0.00% | – | |
| ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -40 | -100.0% | 0.00% | – |
| RSX | VANECK ETF TRUSTvaneck russia et | $1,695 | -15.2% | 300 | 0.0% | 0.00% | – | |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,618 | -19.1% | 48 | 0.0% | 0.00% | – | |
| ULCC | FRONTIER GROUP HLDGS INC | $1,027 | +2.7% | 100 | 0.0% | 0.00% | – | |
| BWXT | BWX TECHNOLOGIES INC | $697 | -30.3% | 12 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,688 | -15.6% | 8 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $253 | – | 23 | 0.0% | 0.00% | – | |
| AVY | AVERY DENNISON CORP | $2,353 | +17.6% | 13 | 0.0% | 0.00% | – | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $649 | -35.1% | 6 | 0.0% | 0.00% | – | |
| AZO | AUTOZONE INC | $2,466 | +23.3% | 1 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $914 | -8.6% | 120 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $61 | – | 67 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $454 | -54.6% | 87 | 0.0% | 0.00% | – | |
| ARCC | ARES CAPITAL CORP | $2,918 | -2.7% | 158 | 0.0% | 0.00% | – | |
| ANTM | ELEVANCE HEALTH INC | $2,565 | +28.2% | 5 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $1,932 | +93.2% | 58 | 0.0% | 0.00% | – | |
| EOG | EOG RES INC | $2,202 | +10.1% | 17 | 0.0% | 0.00% | – | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $2,690 | -10.3% | 46 | 0.0% | 0.00% | – | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $3,505 | +16.8% | 77 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,468 | +46.8% | 14 | 0.0% | 0.00% | – | |
| XYL | Exit | XYLEM INC | $0 | – | -10 | -100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC | $1,470 | +47.0% | 46 | 0.0% | 0.00% | – | |
| INDI | INDIE SEMICONDUCTOR INC | $2,291 | -23.6% | 393 | 0.0% | 0.00% | – | |
| MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $3,079 | +2.6% | 130 | +1.6% | 0.00% | – |
| MS | MORGAN STANLEY | $3,401 | +13.4% | 40 | 0.0% | 0.00% | – | |
| BBCA | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $917 | -8.3% | 16 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $2,034 | +1.7% | 15 | 0.0% | 0.00% | – | |
| MDRX | VERADIGM INC | $1,768 | -11.6% | 100 | 0.0% | 0.00% | – | |
| VIAC | PARAMOUNT GLOBAL | $675 | -32.5% | 40 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $1,091 | -84.4% | 98 | -87.9% | 0.00% | -100.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $1,025 | +2.5% | 60 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $24 | – | 7 | 0.0% | 0.00% | – | |
| VRTS | VIRTUS INVT PARTNERS INC | $957 | -4.3% | 5 | 0.0% | 0.00% | – | |
| ZTR | New | VIRTUS TOTAL RETURN FD INC | $786 | – | 120 | +100.0% | 0.00% | – |
| VSTO | VISTA OUTDOOR INC | $1,072 | +7.2% | 44 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $309 | – | 16 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,497 | +49.7% | 15 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY INC | $2,503 | -16.6% | 50 | 0.0% | 0.00% | – | |
| ISR | ISORAY INC | $1,236 | +23.6% | 5,000 | 0.0% | 0.00% | – | |
| MCY | MERCURY GENL CORP NEW | $1,813 | -9.4% | 53 | 0.0% | 0.00% | – | |
| BAND | Exit | BANDWIDTH INC | $0 | – | -10 | -100.0% | 0.00% | – |
| AMTX | AEMETIS INC | $99 | – | 25 | 0.0% | 0.00% | – | |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $836 | -58.2% | 550 | 0.0% | 0.00% | – | |
| ACOR | ACORDA THERAPEUTICS INC | $1 | – | 1 | 0.0% | 0.00% | – | |
| SGOL | ABRDN GOLD ETF TRUST | $2,411 | +20.6% | 138 | 0.0% | 0.00% | – | |
| XPEV | XPENG INCads | $229 | – | 23 | 0.0% | 0.00% | – | |
| GPC | GENUINE PARTS CO | $1,735 | +73.5% | 10 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $2,491 | -17.0% | 388 | 0.0% | 0.00% | – | |
| GRPU | Exit | GRANITE REAL ESTATE INVT TRunit 99/99/9999 | $0 | – | -31 | -100.0% | 0.00% | – |
| BTU | PEABODY ENERGY CORP | $476 | – | 18 | 0.0% | 0.00% | – | |
| DTM | DT MIDSTREAM INC | $332 | – | 6 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $1,410 | +41.0% | 12 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $1,239 | +23.9% | 49 | 0.0% | 0.00% | – | ||
| OHI | OMEGA HEALTHCARE INVS INC | $2,460 | -18.0% | 88 | 0.0% | 0.00% | – | |
| Exit | ASCENT SOLAR TECHNOLOGIES IN | $0 | – | -1 | -100.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORPw exp 08/03/202 | $124 | – | 3 | +100.0% | 0.00% | – |
| ETWO | Exit | E2OPEN PARENT HOLDINGS INC | $0 | – | -167 | -100.0% | 0.00% | – |
| DGX | QUEST DIAGNOSTICS INC | $2,347 | +17.4% | 15 | 0.0% | 0.00% | – | |
| VLUE | ISHARES TRmsci usa value | $1,641 | +64.1% | 18 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $2,544 | +27.2% | 118 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $3,339 | -16.5% | 203 | 0.0% | 0.00% | -100.0% | |
| RIO | Sell | RIO TINTO PLCsponsored adr | $712 | -92.9% | 10 | -94.3% | 0.00% | -100.0% |
| ROK | ROCKWELL AUTOMATION INC | $2,318 | +15.9% | 9 | 0.0% | 0.00% | – | |
| NET | Exit | CLOUDFLARE INC | $0 | – | -35 | -100.0% | 0.00% | – |
| CHNG | Exit | CHANGE HEALTHCARE INC | $0 | – | -17 | -100.0% | 0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| BITQ | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $1,864 | -53.4% | 550 | 0.0% | 0.00% | -100.0% | |
| CHEK | Exit | CHECK CAP LTD | $0 | – | -84 | -100.0% | 0.00% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -4 | -100.0% | 0.00% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -200 | -100.0% | -0.00% | – |
| GAIN | Exit | GLADSTONE INVT CORP | $0 | – | -393 | -100.0% | -0.00% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -33 | -100.0% | -0.00% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -245 | -100.0% | -0.00% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -16 | -100.0% | -0.00% | – |
| FIVG | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -200 | -100.0% | -0.00% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -91 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -150 | -100.0% | -0.00% | – |
| BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -362 | -100.0% | -0.00% | – |
| Exit | DIGITALBRIDGE GROUP INCcl a new | $0 | – | -895 | -100.0% | -0.00% | – | |
| BWA | Exit | BORGWARNER INC | $0 | – | -305 | -100.0% | -0.00% | – |
| RJI | Exit | SWEDISH EXPT CR CORProg ttl etn 22 | $0 | – | -2,000 | -100.0% | -0.00% | – |
| CVET | Exit | COVETRUS INC | $0 | – | -800 | -100.0% | -0.00% | – |
| GAM | Exit | GENERAL AMERN INVS CO INC | $0 | – | -559 | -100.0% | -0.00% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -200 | -100.0% | -0.00% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -2,133 | -100.0% | -0.00% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -150 | -100.0% | -0.00% | – |
| SGFY | Exit | SIGNIFY HEALTH INC | $0 | – | -1,200 | -100.0% | -0.01% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -1,156 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -1,200 | -100.0% | -0.01% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -2,577 | -100.0% | -0.01% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -30,460 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -316 | -100.0% | -0.02% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -9,499 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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 |
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.