$768 Million is the total value of JNBA Financial Advisors's 723 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $54,579,762 | +13.0% | 739,263 | -0.7% | 7.10% | +5.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $44,352,027 | +3.0% | 177,295 | -0.4% | 5.77% | -3.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $35,840,448 | +1.0% | 232,715 | -0.4% | 4.66% | -5.4% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $31,355,091 | +22.5% | 1,002,721 | +13.9% | 4.08% | +14.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $29,914,288 | -1.6% | 408,889 | +1.6% | 3.89% | -7.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $26,486,552 | +30.6% | 346,275 | +28.5% | 3.45% | +22.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $21,613,216 | +10.0% | 672,890 | +1.7% | 2.81% | +3.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $19,914,845 | +1.1% | 239,822 | +0.4% | 2.59% | -5.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $18,146,117 | +8.5% | 401,729 | +0.8% | 2.36% | +1.6% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $17,056,362 | +6.1% | 258,117 | +3.9% | 2.22% | -0.6% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $16,241,462 | +13.8% | 307,080 | +8.6% | 2.11% | +6.6% |
| DON | Buy | WISDOMTREE TRus midcap divid | $15,714,900 | +0.3% | 383,477 | +0.7% | 2.04% | -6.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $15,650,642 | +12.3% | 282,707 | +2.8% | 2.04% | +5.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,423,394 | +9.8% | 381,767 | +6.0% | 2.01% | +2.8% |
| Sell | WORLD GOLD TRspdr gld minis | $14,538,283 | +6.3% | 371,728 | -1.6% | 1.89% | -0.4% | |
| AFL | Sell | AFLAC INC | $14,297,116 | -10.4% | 221,592 | -0.0% | 1.86% | -16.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $13,156,685 | +16.2% | 178,565 | +9.8% | 1.71% | +8.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $13,004,687 | +14.7% | 381,034 | +10.7% | 1.69% | +7.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $12,385,070 | +0.1% | 128,077 | -2.0% | 1.61% | -6.2% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $11,636,459 | +10.5% | 469,401 | +3.3% | 1.51% | +3.5% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $11,320,532 | -1.1% | 198,293 | -1.2% | 1.47% | -7.4% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $11,167,432 | +8.0% | 163,171 | +3.1% | 1.45% | +1.2% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $10,940,467 | +3.8% | 69,782 | +2.7% | 1.42% | -2.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $9,915,125 | +2.9% | 195,719 | +0.6% | 1.29% | -3.6% |
| IAU | Sell | ISHARES GOLD TRishares new | $9,370,723 | +6.6% | 250,755 | -1.3% | 1.22% | -0.2% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $8,852,202 | +3.3% | 217,392 | -1.3% | 1.15% | -3.3% |
| APG | API GROUP CORP | $8,788,377 | +19.5% | 390,942 | 0.0% | 1.14% | +11.9% | |
| MSFT | Sell | MICROSOFT CORP | $7,867,652 | +20.1% | 27,290 | -0.1% | 1.02% | +12.4% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $7,795,011 | -0.1% | 252,757 | +2.0% | 1.01% | -6.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,540,228 | +3.8% | 35,749 | +0.3% | 0.98% | -2.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $6,558,896 | +5.5% | 35,110 | -1.6% | 0.85% | -1.2% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $5,966,506 | +3.7% | 83,436 | -1.0% | 0.78% | -3.0% |
| AAPL | Buy | APPLE INC | $5,930,446 | +29.9% | 35,964 | +2.4% | 0.77% | +21.8% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $5,918,519 | +11.8% | 250,891 | +6.5% | 0.77% | +4.8% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $5,860,102 | -3.5% | 154,783 | -9.2% | 0.76% | -9.6% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $5,287,168 | -4.6% | 105,071 | -5.0% | 0.69% | -10.6% |
| CF | Sell | CF INDS HLDGS INC | $5,239,868 | -15.1% | 72,284 | -0.2% | 0.68% | -20.5% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $4,772,324 | +14.2% | 126,352 | +11.8% | 0.62% | +7.1% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $4,571,050 | +0.4% | 44,478 | -1.5% | 0.60% | -5.9% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,516,283 | -3.5% | 33,686 | -2.7% | 0.59% | -9.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,408,839 | +68.8% | 57,836 | +66.5% | 0.57% | +58.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,329,114 | +3.5% | 10,531 | -3.3% | 0.56% | -3.1% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $4,240,965 | -13.1% | 148,493 | -13.5% | 0.55% | -18.6% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $4,184,058 | -21.5% | 57,363 | -19.3% | 0.54% | -26.5% |
| GGG | GRACO INC | $4,018,544 | +8.5% | 55,041 | 0.0% | 0.52% | +1.8% | |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $3,990,489 | +66.4% | 54,108 | +63.0% | 0.52% | +55.9% |
| IDV | Sell | ISHARES TRintl sel div etf | $3,943,108 | -5.0% | 143,438 | -6.1% | 0.51% | -11.1% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $3,868,698 | +3.3% | 88,045 | -0.1% | 0.50% | -3.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,568,708 | +41.4% | 14,307 | +20.8% | 0.46% | +32.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,533,573 | +6.2% | 66,085 | -0.4% | 0.46% | -0.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $3,320,769 | +15.4% | 35,448 | +3.1% | 0.43% | +8.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $3,190,846 | +14.6% | 44,416 | +4.8% | 0.42% | +7.2% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,977,775 | +3.6% | 39,089 | +0.9% | 0.39% | -3.0% |
| INTC | Buy | INTEL CORP | $2,694,949 | +24.2% | 82,490 | +0.5% | 0.35% | +16.6% |
| MOTI | Buy | VANECK ETF TRUSTmrngstr int moat | $2,651,688 | +15.9% | 82,943 | +4.9% | 0.34% | +8.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,442,567 | +5.7% | 11,968 | -1.0% | 0.32% | -0.9% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,438,085 | +7.4% | 125,030 | +6.2% | 0.32% | +0.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,434,036 | +11.1% | 49,888 | +6.4% | 0.32% | +4.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,345,428 | -11.2% | 4,963 | -0.3% | 0.30% | -16.9% |
| MDT | Sell | MEDTRONIC PLC | $2,306,906 | +3.4% | 28,615 | -0.3% | 0.30% | -3.2% |
| AMAT | Sell | APPLIED MATLS INC | $2,276,286 | +24.1% | 18,532 | -1.6% | 0.30% | +16.1% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $2,244,180 | -38.8% | 44,185 | -39.1% | 0.29% | -42.7% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,149,142 | -0.4% | 44,886 | -3.2% | 0.28% | -6.7% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $2,074,697 | +76.8% | 28,014 | +77.8% | 0.27% | +65.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,847,737 | +2.1% | 9,748 | -1.1% | 0.24% | -4.4% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,840,074 | +13.2% | 38,287 | +10.1% | 0.24% | +5.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,805,157 | +20.5% | 4,683 | -0.2% | 0.24% | +13.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,796,422 | -11.4% | 11,590 | +1.0% | 0.23% | -17.0% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,787,466 | +15.4% | 56,781 | +10.3% | 0.23% | +8.4% |
| DIS | Sell | DISNEY WALT CO | $1,668,066 | +14.7% | 16,659 | -0.5% | 0.22% | +7.4% |
| BBY | Sell | BEST BUY INC | $1,608,292 | -5.1% | 20,548 | -2.8% | 0.21% | -11.4% |
| AMZN | Buy | AMAZON COM INC | $1,587,258 | +25.9% | 15,367 | +2.4% | 0.21% | +18.3% |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $1,584,013 | -1.5% | 29,536 | -0.4% | 0.21% | -7.6% |
| MCD | Sell | MCDONALDS CORP | $1,577,365 | +4.8% | 5,641 | -1.3% | 0.20% | -1.9% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,552,645 | +3.0% | 32,246 | -3.8% | 0.20% | -3.8% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,520,159 | -8.8% | 33,572 | -5.2% | 0.20% | -14.7% |
| ABBV | Sell | ABBVIE INC | $1,489,705 | -5.2% | 9,347 | -3.9% | 0.19% | -11.0% |
| ABT | Sell | ABBOTT LABS | $1,482,044 | -8.1% | 14,636 | -0.4% | 0.19% | -13.8% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $1,473,229 | +12.8% | 43,343 | +8.8% | 0.19% | +5.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,425,592 | -2.0% | 10,940 | +0.8% | 0.19% | -7.9% |
| JHEM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $1,378,560 | -2.3% | 56,895 | -6.5% | 0.18% | -8.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,359,280 | +22.8% | 13,070 | +4.8% | 0.18% | +14.9% |
| MUB | ISHARES TRnational mun etf | $1,349,950 | +2.1% | 12,530 | 0.0% | 0.18% | -4.3% | |
| QCOM | Sell | QUALCOMM INC | $1,345,842 | +14.0% | 10,549 | -1.8% | 0.18% | +6.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,301,086 | +18.0% | 12,543 | +0.3% | 0.17% | +10.5% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $1,291,710 | +8.8% | 53,687 | +7.4% | 0.17% | +1.8% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,160,003 | +0.6% | 10,551 | -1.1% | 0.15% | -5.6% |
| GIS | Sell | GENERAL MLS INC | $1,104,645 | +1.3% | 12,926 | -0.6% | 0.14% | -4.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,088,598 | +5.4% | 5,586 | -2.8% | 0.14% | -0.7% |
| CSCO | Buy | CISCO SYS INC | $1,094,378 | +10.2% | 20,935 | +0.5% | 0.14% | +2.9% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $1,086,655 | +7.9% | 23,384 | +5.9% | 0.14% | +0.7% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,062,856 | +9.5% | 20,299 | +2.8% | 0.14% | +2.2% |
| JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,042,612 | +1.9% | 32,694 | -2.3% | 0.14% | -4.2% |
| KO | Sell | COCA COLA CO | $1,034,282 | -3.1% | 16,674 | -0.7% | 0.14% | -8.8% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $990,169 | +147.3% | 15,891 | +142.0% | 0.13% | +130.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $979,529 | -1.7% | 6,588 | +0.2% | 0.13% | -8.0% |
| XOM | Buy | EXXON MOBIL CORP | $960,604 | +4.0% | 8,760 | +4.6% | 0.12% | -2.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $937,503 | -3.9% | 2,290 | -10.2% | 0.12% | -10.3% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $926,637 | +17.6% | 12,922 | +8.0% | 0.12% | +10.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $920,006 | +6.9% | 10,482 | +0.3% | 0.12% | 0.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $904,883 | -0.9% | 9,836 | -2.2% | 0.12% | -7.1% |
| DE | Sell | DEERE & CO | $898,840 | -10.7% | 2,177 | -7.2% | 0.12% | -16.4% |
| RAFE | Buy | PIMCO EQUITY SERrafi esg us | $874,561 | +7.3% | 30,264 | +3.7% | 0.11% | +0.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $866,109 | +9.4% | 12,956 | +0.9% | 0.11% | +2.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $868,543 | +3.9% | 13,594 | -4.8% | 0.11% | -2.6% |
| ORCL | Sell | ORACLE CORP | $857,745 | +11.1% | 9,231 | -2.3% | 0.11% | +4.7% |
| V | Sell | VISA INC | $829,919 | +7.9% | 3,681 | -0.6% | 0.11% | +0.9% |
| SCHW | Sell | SCHWAB CHARLES CORP | $806,914 | -37.5% | 15,405 | -0.6% | 0.10% | -41.3% |
| MMM | Sell | 3M CO | $799,232 | -14.6% | 7,604 | -2.6% | 0.10% | -20.0% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $776,691 | +1.4% | 8,299 | -1.1% | 0.10% | -4.7% |
| PEP | Sell | PEPSICO INC | $770,617 | -0.3% | 4,227 | -1.2% | 0.10% | -6.5% |
| AOA | Sell | ISHARES TRaggres alloc etf | $722,319 | +0.8% | 11,359 | -5.3% | 0.09% | -6.0% |
| MRK | Sell | MERCK & CO INC | $677,977 | -10.8% | 6,373 | -7.0% | 0.09% | -17.0% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $668,542 | -27.0% | 7,281 | -27.2% | 0.09% | -31.5% |
| CVX | Sell | CHEVRON CORP NEW | $643,187 | -9.9% | 3,942 | -0.9% | 0.08% | -15.2% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $644,037 | +0.9% | 32,560 | +1.3% | 0.08% | -5.6% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $616,283 | +16.6% | 7,501 | +15.2% | 0.08% | +9.6% |
| HD | Sell | HOME DEPOT INC | $614,440 | -10.6% | 2,082 | -4.4% | 0.08% | -16.7% |
| BAC | Buy | BANK AMERICA CORP | $607,276 | -12.2% | 21,233 | +1.7% | 0.08% | -17.7% |
| PSO | Buy | PEARSON PLCsponsored adr | $608,065 | -2.9% | 58,188 | +4.7% | 0.08% | -9.2% |
| SUSC | Buy | ISHARES TResg awre usd etf | $607,919 | +18.4% | 26,414 | +14.7% | 0.08% | +11.3% |
| TGT | Buy | TARGET CORP | $556,761 | +11.7% | 3,361 | +0.5% | 0.07% | +4.3% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $549,292 | -16.3% | 5,534 | -16.8% | 0.07% | -22.0% |
| WFC | Sell | WELLS FARGO CO NEW | $547,831 | -11.9% | 14,656 | -2.7% | 0.07% | -17.4% |
| TRV | Sell | TRAVELERS COMPANIES INC | $541,289 | -9.1% | 3,158 | -0.6% | 0.07% | -15.7% |
| PFE | Buy | PFIZER INC | $533,575 | -20.3% | 13,078 | +0.1% | 0.07% | -25.8% |
| GDX | VANECK ETF TRUSTgold miners etf | $512,166 | +12.9% | 15,832 | 0.0% | 0.07% | +6.3% | |
| BLK | Sell | BLACKROCK INC | $497,826 | -12.6% | 744 | -7.5% | 0.06% | -17.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $483,091 | +10.4% | 6,970 | +14.6% | 0.06% | +3.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $486,876 | +2.1% | 1,062 | -1.4% | 0.06% | -4.5% |
| FB | Buy | META PLATFORMS INCcl a | $485,555 | +88.5% | 2,291 | +7.0% | 0.06% | +75.0% |
| CVS | Sell | CVS HEALTH CORP | $458,237 | -23.1% | 6,167 | -3.5% | 0.06% | -27.7% |
| EFA | ISHARES TRmsci eafe etf | $459,222 | +9.0% | 6,421 | 0.0% | 0.06% | +1.7% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $443,046 | +16.5% | 2,784 | -0.9% | 0.06% | +9.4% |
| ESML | Buy | ISHARES TResg aware msci | $437,112 | +5.3% | 12,860 | +1.8% | 0.06% | -1.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $441,618 | +7.2% | 9,235 | +4.8% | 0.06% | 0.0% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $436,722 | +2.5% | 38,410 | 0.0% | 0.06% | -3.4% | |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $411,352 | +7.0% | 12,131 | +4.8% | 0.05% | +1.9% |
| IWR | ISHARES TRrus mid cap etf | $418,681 | +3.7% | 5,988 | 0.0% | 0.05% | -3.6% | |
| ALE | ALLETE INC | $414,608 | -0.2% | 6,441 | 0.0% | 0.05% | -6.9% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $407,839 | -2.1% | 2,953 | -0.5% | 0.05% | -8.6% |
| CELC | CELCUITY INC | $390,433 | -26.8% | 38,091 | 0.0% | 0.05% | -31.1% | |
| HON | Buy | HONEYWELL INTL INC | $383,802 | -10.0% | 2,008 | +1.0% | 0.05% | -15.3% |
| NKE | Sell | NIKE INCcl b | $381,411 | +0.8% | 3,110 | -3.8% | 0.05% | -5.7% |
| TSLA | Sell | TESLA INC | $384,009 | +62.4% | 1,851 | -3.6% | 0.05% | +51.5% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $378,641 | -9.1% | 7,963 | -10.2% | 0.05% | -15.5% |
| NVDA | Sell | NVIDIA CORPORATION | $375,268 | +82.5% | 1,351 | -4.0% | 0.05% | +69.0% |
| GILD | Sell | GILEAD SCIENCES INC | $368,387 | -5.3% | 4,440 | -2.0% | 0.05% | -11.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $370,675 | +3.5% | 1,155 | -14.1% | 0.05% | -4.0% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $360,404 | +3.0% | 3,562 | 0.0% | 0.05% | -4.1% | |
| FSLR | Buy | FIRST SOLAR INC | $360,833 | +73.2% | 1,659 | +19.3% | 0.05% | +62.1% |
| BK | BANK NEW YORK MELLON CORP | $356,864 | -0.2% | 7,854 | 0.0% | 0.05% | -8.0% | |
| ENB | ENBRIDGE INC | $356,817 | -2.4% | 9,353 | 0.0% | 0.05% | -9.8% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $346,458 | +9.1% | 6,925 | +0.9% | 0.04% | +2.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $345,483 | +7.6% | 1,209 | +0.5% | 0.04% | 0.0% |
| FAST | Sell | FASTENAL CO | $339,682 | -2.8% | 6,297 | -14.8% | 0.04% | -10.2% |
| CSX | CSX CORP | $339,819 | -3.4% | 11,350 | 0.0% | 0.04% | -10.2% | |
| ECL | ECOLAB INC | $328,743 | +13.7% | 1,986 | 0.0% | 0.04% | +7.5% | |
| K | KELLOGG CO | $332,524 | -6.0% | 4,966 | 0.0% | 0.04% | -12.2% | |
| WMT | Sell | WALMART INC | $330,288 | -1.0% | 2,240 | -4.8% | 0.04% | -6.5% |
| CI | Sell | THE CIGNA GROUP | $318,902 | -23.4% | 1,248 | -0.7% | 0.04% | -27.6% |
| VOO | Buy | VANGUARD INDEX FDS | $310,258 | +13.1% | 825 | +5.6% | 0.04% | +5.3% |
| CRM | Sell | SALESFORCE INC | $306,263 | +50.4% | 1,533 | -0.2% | 0.04% | +42.9% |
| EMR | EMERSON ELEC CO | $309,347 | -9.3% | 3,550 | 0.0% | 0.04% | -14.9% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $298,333 | +15.8% | 1,995 | 0.0% | 0.04% | +8.3% | |
| BIIB | BIOGEN INC | $301,941 | +0.4% | 1,086 | 0.0% | 0.04% | -7.1% | |
| SPIP | Buy | SPDR SER TRportfli tips etf | $295,424 | +4.4% | 11,077 | +0.9% | 0.04% | -2.6% |
| IWD | ISHARES TRrus 1000 val etf | $290,817 | +0.4% | 1,910 | 0.0% | 0.04% | -5.0% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $294,418 | +13.6% | 1,205 | -0.4% | 0.04% | +5.6% |
| SPTM | SPDR SER TRportfoli s&p1500 | $272,928 | +6.6% | 5,412 | 0.0% | 0.04% | 0.0% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $278,052 | +6.1% | 5,954 | 0.0% | 0.04% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $274,487 | +7.2% | 2,636 | +2.2% | 0.04% | 0.0% |
| MA | MASTERCARD INCORPORATEDcl a | $262,019 | +4.5% | 721 | 0.0% | 0.03% | -2.9% | |
| SLV | ISHARES SILVER TRishares | $260,685 | +0.5% | 11,785 | 0.0% | 0.03% | -5.6% | |
| BA | Sell | BOEING CO | $257,882 | +6.7% | 1,214 | -4.3% | 0.03% | 0.0% |
| SMOG | Sell | VANECK ETF TRUSTlow carbn energy | $262,221 | +7.5% | 2,158 | -2.0% | 0.03% | 0.0% |
| PSL | INVESCO EXCHANGE TRADED FD Tdwa staples | $250,309 | +4.2% | 2,907 | 0.0% | 0.03% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $245,457 | -4.7% | 1,896 | 0.0% | 0.03% | -11.1% | |
| HTLF | HEARTLAND FINL USA INC | $243,625 | -17.7% | 6,351 | 0.0% | 0.03% | -22.0% | |
| USB | Sell | US BANCORP DEL | $241,945 | -17.5% | 6,711 | -0.1% | 0.03% | -24.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $241,652 | +0.0% | 1,465 | -10.4% | 0.03% | -8.8% |
| DUOT | New | DUOS TECHNOLOGIES GROUP INC | $233,336 | – | 83,334 | +100.0% | 0.03% | – |
| GIM | TEMPLETON GLOBAL INCOME FD | $231,630 | +1.6% | 52,643 | 0.0% | 0.03% | -6.2% | |
| DSI | ISHARES TRmsci kld400 soc | $219,587 | +8.6% | 2,816 | 0.0% | 0.03% | +3.6% | |
| TXN | Buy | TEXAS INSTRS INC | $215,028 | +16.1% | 1,156 | +3.1% | 0.03% | +7.7% |
| HSY | Sell | HERSHEY CO | $207,006 | +2.9% | 814 | -6.3% | 0.03% | -3.6% |
| Sell | FTAI AVIATION LTD | $210,013 | +29.1% | 7,511 | -20.9% | 0.03% | +17.4% | |
| BX | Buy | BLACKSTONE INC | $209,587 | +35.4% | 2,386 | +14.4% | 0.03% | +22.7% |
| SNY | Sell | SANOFIsponsored adr | $202,008 | +0.3% | 3,712 | -10.7% | 0.03% | -7.1% |
| GLD | SPDR GOLD TR | $197,878 | +8.0% | 1,080 | 0.0% | 0.03% | +4.0% | |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $185,904 | -15.5% | 800 | -11.1% | 0.02% | -22.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $184,823 | +0.5% | 1,036 | -1.8% | 0.02% | -7.7% |
| LLY | Buy | LILLY ELI & CO | $186,821 | -5.4% | 544 | +0.7% | 0.02% | -11.1% |
| PRN | Sell | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $184,294 | +6.8% | 1,943 | -2.8% | 0.02% | 0.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $185,830 | +3.1% | 374 | -5.3% | 0.02% | -4.0% |
| REMITLY GLOBAL INC | $176,009 | +48.0% | 10,384 | 0.0% | 0.02% | +35.3% | ||
| VZ | VERIZON COMMUNICATIONS INC | $177,388 | -1.3% | 4,561 | 0.0% | 0.02% | -8.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $168,072 | +30.8% | 800 | 0.0% | 0.02% | +22.2% | |
| ANSS | ANSYS INC | $169,063 | +37.8% | 508 | 0.0% | 0.02% | +29.4% | |
| AMGN | AMGEN INC | $170,434 | -8.0% | 705 | 0.0% | 0.02% | -15.4% | |
| ADM | ARCHER DANIELS MIDLAND CO | $169,039 | -14.2% | 2,122 | 0.0% | 0.02% | -18.5% | |
| UNP | Sell | UNION PAC CORP | $161,019 | -13.3% | 800 | -10.8% | 0.02% | -19.2% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $151,945 | +11.1% | 2,277 | 0.0% | 0.02% | +5.3% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $155,709 | +8.4% | 1,590 | +11.7% | 0.02% | 0.0% |
| Buy | TWO HBRS INVT CORP | $153,867 | +28.1% | 10,460 | +37.4% | 0.02% | +17.6% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $153,763 | +16.9% | 4,056 | +7.9% | 0.02% | +11.1% |
| AZN | ASTRAZENECA PLCsponsored adr | $147,913 | +2.4% | 2,131 | 0.0% | 0.02% | -5.0% | |
| XEL | Sell | XCEL ENERGY INC | $146,104 | -17.8% | 2,166 | -14.6% | 0.02% | -24.0% |
| NEM | NEWMONT CORP | $147,060 | +3.9% | 3,000 | 0.0% | 0.02% | -5.0% | |
| AGG | ISHARES TRcore us aggbd et | $146,969 | +2.7% | 1,475 | 0.0% | 0.02% | -5.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $138,038 | +73.0% | 292 | +78.0% | 0.02% | +63.6% |
| PSX | Buy | PHILLIPS 66 | $137,877 | -2.2% | 1,360 | +0.4% | 0.02% | -10.0% |
| SPSC | SPS COMM INC | $140,116 | +18.6% | 920 | 0.0% | 0.02% | +12.5% | |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $138,612 | – | 7,735 | +100.0% | 0.02% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $128,532 | +30.4% | 1,036 | +19.8% | 0.02% | +21.4% |
| WEC | Sell | WEC ENERGY GROUP INC | $130,147 | -10.2% | 1,373 | -11.1% | 0.02% | -15.0% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $126,126 | -6.5% | 2,521 | -11.8% | 0.02% | -15.8% |
| COP | Buy | CONOCOPHILLIPS | $120,640 | -12.2% | 1,216 | +4.4% | 0.02% | -15.8% |
| FISV | FISERV INC | $125,916 | +11.8% | 1,114 | 0.0% | 0.02% | 0.0% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $115,851 | -10.9% | 201 | -14.8% | 0.02% | -16.7% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $113,859 | -11.4% | 1,532 | 0.0% | 0.02% | -16.7% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $108,669 | +14.9% | 560 | +2.9% | 0.01% | +7.7% |
| NEE | Buy | NEXTERA ENERGY INC | $107,990 | +17.0% | 1,401 | +26.9% | 0.01% | +7.7% |
| EXC | EXELON CORP | $110,834 | -3.1% | 2,646 | 0.0% | 0.01% | -12.5% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $105,082 | -5.8% | 472 | +1.1% | 0.01% | -12.5% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $106,400 | -22.6% | 9,500 | -2.6% | 0.01% | -26.3% |
| DAL | DELTA AIR LINES INC DEL | $108,113 | +6.3% | 3,096 | 0.0% | 0.01% | 0.0% | |
| SAP | SAP SEspon adr | $105,670 | +22.6% | 835 | 0.0% | 0.01% | +16.7% | |
| RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $107,291 | +3.9% | 1,138 | 0.0% | 0.01% | 0.0% | |
| EIX | Sell | EDISON INTL | $96,921 | -0.7% | 1,373 | -10.4% | 0.01% | -7.1% |
| SLB | SCHLUMBERGER LTD | $96,924 | -8.2% | 1,974 | 0.0% | 0.01% | -13.3% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $99,422 | -9.9% | 973 | -22.3% | 0.01% | -13.3% |
| OTTR | OTTER TAIL CORP | $101,468 | +23.1% | 1,404 | 0.0% | 0.01% | +18.2% | |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $97,984 | +8.9% | 1,876 | -1.6% | 0.01% | +8.3% |
| BMO | BANK MONTREAL QUE | $89,110 | -1.6% | 1,000 | 0.0% | 0.01% | -7.7% | |
| ABC | AMERISOURCEBERGEN CORP | $94,105 | -3.4% | 588 | 0.0% | 0.01% | -14.3% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $89,987 | -21.0% | 708 | -1.8% | 0.01% | -25.0% |
| MCO | Sell | MOODYS CORP | $91,806 | +1.4% | 300 | -7.7% | 0.01% | -7.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $88,920 | +472.6% | 1,425 | +486.4% | 0.01% | +500.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $90,761 | +102.9% | 1,131 | +96.0% | 0.01% | +100.0% |
| O | Buy | REALTY INCOME CORP | $85,989 | +5.1% | 1,358 | +5.3% | 0.01% | 0.0% |
| HSIC | HENRY SCHEIN INC | $81,540 | +2.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GVI | New | ISHARES TRintrm gov cr etf | $82,757 | – | 792 | +100.0% | 0.01% | – |
| HPQ | HP INC | $83,971 | +9.2% | 2,861 | 0.0% | 0.01% | 0.0% | |
| T | AT&T INC | $86,048 | +4.6% | 4,470 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $81,778 | -4.7% | 250 | 0.0% | 0.01% | -8.3% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $86,092 | -18.2% | 4,139 | -19.3% | 0.01% | -26.7% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $75,883 | +1.8% | 1,923 | -2.2% | 0.01% | 0.0% |
| STT | STATE STR CORP | $76,145 | -2.4% | 1,006 | 0.0% | 0.01% | -9.1% | |
| PXD | Sell | PIONEER NAT RES CO | $80,409 | -28.7% | 394 | -20.2% | 0.01% | -37.5% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $80,335 | +5.5% | 573 | 0.0% | 0.01% | -9.1% | |
| INFN | INFINERA CORP | $77,600 | +15.1% | 10,000 | 0.0% | 0.01% | +11.1% | |
| CB | Buy | CHUBB LIMITED | $75,925 | -5.2% | 391 | +7.7% | 0.01% | -9.1% |
| A | AGILENT TECHNOLOGIES INC | $80,514 | -7.6% | 582 | 0.0% | 0.01% | -16.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $76,058 | -7.0% | 580 | 0.0% | 0.01% | -9.1% | |
| SYY | SYSCO CORP | $78,466 | +1.0% | 1,016 | 0.0% | 0.01% | -9.1% | |
| SJM | SMUCKER J M CO | $76,482 | -0.7% | 486 | 0.0% | 0.01% | -9.1% | |
| GOLD | BARRICK GOLD CORP | $65,986 | +8.1% | 3,553 | 0.0% | 0.01% | +12.5% | |
| L | LOEWS CORP | $69,624 | -0.5% | 1,200 | 0.0% | 0.01% | -10.0% | |
| CONSTELLATION ENERGY CORP | $69,080 | -8.9% | 880 | 0.0% | 0.01% | -18.2% | ||
| PSA | PUBLIC STORAGE | $66,773 | +7.8% | 221 | 0.0% | 0.01% | 0.0% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $63,936 | +37.5% | 1,604 | +31.2% | 0.01% | +33.3% |
| BDX | BECTON DICKINSON & CO | $60,895 | -2.7% | 246 | 0.0% | 0.01% | -11.1% | |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $63,083 | -44.6% | 3,277 | -45.4% | 0.01% | -50.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $62,092 | -24.2% | 841 | -26.3% | 0.01% | -27.3% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $59,411 | +1.0% | 307 | 0.0% | 0.01% | 0.0% | |
| BEEM | BEAM GLOBAL | $63,640 | -8.9% | 4,000 | 0.0% | 0.01% | -20.0% | |
| GLW | Buy | CORNING INC | $64,386 | +12.0% | 1,825 | +1.4% | 0.01% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $60,854 | +14.2% | 471 | +12.7% | 0.01% | +14.3% |
| USMV | ISHARES TRmsci usa min vol | $61,829 | +0.9% | 850 | 0.0% | 0.01% | -11.1% | |
| GD | Buy | GENERAL DYNAMICS CORP | $61,617 | -1.1% | 270 | +7.6% | 0.01% | -11.1% |
| DVY | Buy | ISHARES TRselect divid etf | $52,380 | +22.7% | 447 | +26.3% | 0.01% | +16.7% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $57,132 | +2.1% | 390 | +6.3% | 0.01% | -12.5% |
| BWB | BRIDGEWATER BANCSHARES INC | $54,200 | -38.9% | 5,000 | 0.0% | 0.01% | -41.7% | |
| CAT | Sell | CATERPILLAR INC | $50,116 | -34.4% | 219 | -31.3% | 0.01% | -36.4% |
| DOW | Buy | DOW INC | $51,751 | +11.3% | 944 | +2.3% | 0.01% | +16.7% |
| GUNR | FLEXSHARES TRmornstar upstr | $50,030 | -2.7% | 1,183 | 0.0% | 0.01% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $57,589 | +20.8% | 826 | +15.5% | 0.01% | 0.0% |
| HYS | New | PIMCO ETF TR0-5 high yield | $52,412 | – | 574 | +100.0% | 0.01% | – |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $49,960 | +1.9% | 800 | 0.0% | 0.01% | 0.0% | |
| QTWO | New | Q2 HLDGS INC | $51,875 | – | 2,107 | +100.0% | 0.01% | – |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $55,834 | +3.1% | 258 | -4.4% | 0.01% | -12.5% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44,604 | -0.2% | 2,800 | 0.0% | 0.01% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $45,954 | -2.6% | 160 | +4.6% | 0.01% | -14.3% |
| PII | POLARIS INC | $44,252 | +9.5% | 400 | 0.0% | 0.01% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $43,610 | +4.6% | 287 | 0.0% | 0.01% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $42,925 | -21.1% | 449 | -30.8% | 0.01% | -25.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $43,831 | +6.8% | 916 | 0.0% | 0.01% | 0.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $43,977 | -24.5% | 277 | -24.5% | 0.01% | -25.0% |
| WMB | Buy | WILLIAMS COS INC | $42,461 | +31.7% | 1,422 | +45.1% | 0.01% | +50.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46,991 | -5.6% | 291 | 0.0% | 0.01% | -14.3% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $46,628 | +2.8% | 849 | 0.0% | 0.01% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $43,686 | +3.1% | 893 | 0.0% | 0.01% | 0.0% | |
| DHI | Sell | D R HORTON INC | $46,110 | -16.8% | 472 | -24.1% | 0.01% | -25.0% |
| BHK | BLACKROCK CORE BD TR | $46,526 | +4.4% | 4,292 | 0.0% | 0.01% | 0.0% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $47,936 | +3.0% | 796 | +9.5% | 0.01% | 0.0% |
| HZNP | HORIZON THERAPEUTICS PUB L | $43,656 | -4.1% | 400 | 0.0% | 0.01% | 0.0% | |
| CSM | Buy | PROSHARES TRlarge cap cre | $49,459 | +6.5% | 1,038 | +0.4% | 0.01% | 0.0% |
| MGM | New | MGM RESORTS INTERNATIONAL | $44,420 | – | 1,000 | +100.0% | 0.01% | – |
| MSI | MOTOROLA SOLUTIONS INC | $43,778 | +11.0% | 153 | 0.0% | 0.01% | +20.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $44,552 | +7.6% | 183 | -2.7% | 0.01% | 0.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $34,580 | -7.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $42,145 | +333.8% | 430 | +186.7% | 0.01% | +400.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $37,448 | -13.3% | 279 | -12.3% | 0.01% | -16.7% |
| SCZ | ISHARES TReafe sml cp etf | $41,657 | +5.4% | 700 | 0.0% | 0.01% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $38,793 | -0.0% | 776 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $37,229 | +10.9% | 450 | 0.0% | 0.01% | 0.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $36,439 | +3.5% | 683 | 0.0% | 0.01% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $41,603 | -2.1% | 647 | 0.0% | 0.01% | -16.7% | |
| BFA | BROWN FORMAN CORPcl a | $38,463 | -0.9% | 590 | 0.0% | 0.01% | 0.0% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $38,402 | +1.3% | 1,489 | -1.3% | 0.01% | 0.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $40,169 | +21.4% | 266 | 0.0% | 0.01% | 0.0% | |
| JACK | JACK IN THE BOX INC | $35,036 | +28.4% | 400 | 0.0% | 0.01% | +25.0% | |
| FNB | F N B CORP | $34,800 | -11.1% | 3,000 | 0.0% | 0.01% | 0.0% | |
| FNV | Sell | FRANCO NEV CORP | $36,450 | -23.7% | 250 | -28.6% | 0.01% | -28.6% |
| PYPL | PAYPAL HLDGS INC | $35,009 | +6.6% | 461 | 0.0% | 0.01% | 0.0% | |
| BATH & BODY WORKS INC | $36,580 | -13.2% | 1,000 | 0.0% | 0.01% | -16.7% | ||
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $38,628 | -26.5% | 1,110 | -32.0% | 0.01% | -28.6% |
| PFF | New | ISHARES TRpfd and incm sec | $40,961 | – | 1,312 | +100.0% | 0.01% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $41,649 | – | 354 | +100.0% | 0.01% | – |
| VPU | VANGUARD WORLD FDSutilities etf | $35,995 | -3.8% | 244 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $36,830 | +16.0% | 581 | 0.0% | 0.01% | +25.0% | |
| YUM | YUM BRANDS INC | $40,979 | +3.1% | 310 | 0.0% | 0.01% | -16.7% | |
| TTC | TORO CO | $29,347 | -1.8% | 264 | 0.0% | 0.00% | 0.0% | |
| VANECK ETF TRUSTfuture of food | $26,985 | +1.1% | 1,481 | 0.0% | 0.00% | 0.0% | ||
| EPD | ENTERPRISE PRODS PARTNERS L | $34,266 | +7.4% | 1,323 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $30,989 | +0.8% | 365 | 0.0% | 0.00% | 0.0% | |
| IGSB | New | ISHARES TR | $31,335 | – | 620 | +100.0% | 0.00% | – |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $31,984 | +6.4% | 412 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $28,063 | -5.7% | 143 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $34,236 | +11.8% | 400 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $27,939 | -19.9% | 482 | 0.0% | 0.00% | -20.0% | |
| C | CITIGROUP INC | $29,457 | +3.7% | 628 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $34,482 | +31.6% | 13 | 0.0% | 0.00% | 0.0% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $32,783 | -39.9% | 71 | -29.0% | 0.00% | -50.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $27,039 | +34.7% | 145 | +14.2% | 0.00% | +33.3% |
| Sell | GSK PLCsponsored adr | $33,624 | -3.3% | 945 | -4.5% | 0.00% | -20.0% | |
| DTN | WISDOMTREE TRus ai enhanced | $27,040 | -0.2% | 295 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $31,751 | +10.9% | 694 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $28,223 | -1.8% | 958 | 0.0% | 0.00% | 0.0% | |
| FTAI INFRASTRUCTURE INC | $28,498 | +1.7% | 9,499 | 0.0% | 0.00% | 0.0% | ||
| SO | Buy | SOUTHERN CO | $34,234 | +9.7% | 492 | +12.6% | 0.00% | 0.0% |
| IWP | ISHARES TRrus md cp gr etf | $27,407 | +8.9% | 301 | 0.0% | 0.00% | +33.3% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $29,009 | -10.1% | 123 | -15.8% | 0.00% | 0.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $31,951 | +94.3% | 490 | +65.5% | 0.00% | +100.0% |
| Buy | SHELL PLCspon ads | $33,489 | +29.2% | 582 | +27.9% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC | $31,779 | +15.1% | 245 | 0.0% | 0.00% | 0.0% | |
| IGIB | New | ISHARES TR | $31,384 | – | 612 | +100.0% | 0.00% | – |
| F | Buy | FORD MTR CO DEL | $32,760 | +369.5% | 2,600 | +333.3% | 0.00% | +300.0% |
| VLO | VALERO ENERGY CORP | $33,225 | +10.0% | 238 | 0.0% | 0.00% | 0.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $32,147 | -4.5% | 2,267 | 0.0% | 0.00% | -20.0% | |
| MKC | Buy | MCCORMICK & CO INC | $27,377 | +32.1% | 329 | +31.6% | 0.00% | +33.3% |
| SYK | Sell | STRYKER CORPORATION | $28,547 | -4.3% | 100 | -18.0% | 0.00% | 0.0% |
| CCL | CARNIVAL CORP | $26,898 | +25.9% | 2,650 | 0.0% | 0.00% | +33.3% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $33,304 | -4.0% | 492 | 0.0% | 0.00% | -20.0% | |
| EL | LAUDER ESTEE COS INCcl a | $19,717 | -0.7% | 80 | 0.0% | 0.00% | 0.0% | |
| PLM | POLYMET MNG CORP | $20,114 | -18.9% | 9,355 | 0.0% | 0.00% | 0.0% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $20,097 | +35.5% | 178 | +30.9% | 0.00% | +50.0% |
| PGR | Buy | PROGRESSIVE CORP | $21,459 | +43.9% | 150 | +30.4% | 0.00% | +50.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $25,192 | +13.6% | 351 | +8.7% | 0.00% | 0.0% |
| IDRV | ISHARES TRself drivng ev | $22,441 | +13.4% | 585 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $19,569 | +7.3% | 243 | 0.0% | 0.00% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $24,022 | +16.6% | 249 | +24.5% | 0.00% | 0.0% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $19,799 | -6.7% | 1,047 | -11.5% | 0.00% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $25,849 | +8.9% | 115 | +15.0% | 0.00% | 0.0% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $23,791 | +213.5% | 770 | +188.4% | 0.00% | +200.0% |
| DG | DOLLAR GEN CORP NEW | $20,308 | -14.5% | 96 | 0.0% | 0.00% | 0.0% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $21,888 | +4.9% | 859 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $24,263 | -4.4% | 2,132 | 0.0% | 0.00% | -25.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $22,648 | +3.7% | 1,900 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $23,097 | -8.0% | 503 | 0.0% | 0.00% | 0.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $19,384 | +19.2% | 200 | 0.0% | 0.00% | +50.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $23,945 | -2.5% | 106 | 0.0% | 0.00% | 0.0% | |
| ABNB | New | AIRBNB INC | $24,880 | – | 200 | +100.0% | 0.00% | – |
| WPM | WHEATON PRECIOUS METALS CORP | $24,080 | +23.2% | 500 | 0.0% | 0.00% | 0.0% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $25,758 | -39.7% | 140 | -44.9% | 0.00% | -50.0% |
| WELL | WELLTOWER INC | $21,537 | +9.4% | 300 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $20,100 | +17.7% | 2,500 | 0.0% | 0.00% | +50.0% | ||
| WPC | WP CAREY INC | $19,363 | -0.9% | 250 | 0.0% | 0.00% | 0.0% | |
| New | LINDE PLC | $23,460 | – | 66 | +100.0% | 0.00% | – | |
| AEP | AMERICAN ELEC PWR CO INC | $22,748 | -4.2% | 250 | 0.0% | 0.00% | 0.0% | |
| MCK | Buy | MCKESSON CORP | $22,788 | +12.5% | 64 | +18.5% | 0.00% | 0.0% |
| FVD | FIRST TR VALUE LINE DIVID IN | $19,518 | +0.6% | 486 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $24,840 | -3.8% | 573 | 0.0% | 0.00% | -25.0% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $19,365 | +452.5% | 416 | +440.3% | 0.00% | – |
| MOS | MOSAIC CO NEW | $22,940 | +4.6% | 500 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $26,734 | +31.9% | 117 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $21,711 | -3.0% | 1,843 | 0.0% | 0.00% | 0.0% | |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $25,097 | +194.3% | 309 | +175.9% | 0.00% | +200.0% |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $23,700 | +10.8% | 600 | 0.0% | 0.00% | 0.0% | |
| OKE | Buy | ONEOK INC NEW | $19,317 | +34.3% | 304 | +38.8% | 0.00% | +50.0% |
| Sell | BROOKFIELD CORPcl a ltd vt sh | $26,659 | -27.4% | 818 | -30.0% | 0.00% | -40.0% | |
| OTIS | OTIS WORLDWIDE CORP | $26,249 | +7.8% | 311 | 0.0% | 0.00% | 0.0% | |
| ETN | Buy | EATON CORP PLC | $19,533 | +36.8% | 114 | +25.3% | 0.00% | +50.0% |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $23,633 | +24.4% | 750 | 0.0% | 0.00% | 0.0% | |
| GCOW | Buy | PACER FDS TRglobl cash etf | $20,944 | +111.8% | 623 | +99.7% | 0.00% | +200.0% |
| CAH | Sell | CARDINAL HEALTH INC | $22,650 | -57.9% | 300 | -57.1% | 0.00% | -57.1% |
| EWJ | ISHARES INCmsci jpn etf new | $25,296 | +7.8% | 431 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $21,080 | +11.3% | 400 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $17,684 | +1.9% | 80 | 0.0% | 0.00% | 0.0% | |
| CCJ | Buy | CAMECO CORP | $13,714 | +146.9% | 524 | +113.9% | 0.00% | +100.0% |
| CNSL | CONSOLIDATED COMM HLDGS INC | $18,535 | -27.9% | 7,184 | 0.0% | 0.00% | -50.0% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $14,780 | +14.1% | 500 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $13,000 | +3.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $15,084 | -0.7% | 230 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $15,513 | -2.9% | 413 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $12,720 | +24.0% | 40 | 0.0% | 0.00% | +100.0% | |
| SAND | New | SANDSTORM GOLD LTD | $11,620 | – | 2,000 | +100.0% | 0.00% | – |
| CMI | CUMMINS INC | $14,094 | -1.4% | 59 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $12,318 | -3.5% | 279 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $13,302 | -4.6% | 177 | 0.0% | 0.00% | 0.0% | |
| BAX | Sell | BAXTER INTL INC | $11,722 | -30.5% | 289 | -12.7% | 0.00% | 0.0% |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $13,614 | -6.0% | 140 | 0.0% | 0.00% | 0.0% | |
| HYFM | HYDROFARM HLDGS GROUP INC | $16,953 | +11.6% | 9,799 | 0.0% | 0.00% | 0.0% | |
| BST | BLACKROCK SCIENCE & TECHNOLO | $11,611 | +14.0% | 359 | 0.0% | 0.00% | +100.0% | |
| FSP | FRANKLIN STR PPTYS CORP | $15,733 | -42.5% | 10,021 | 0.0% | 0.00% | -50.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $11,859 | +2.4% | 82 | 0.0% | 0.00% | 0.0% | |
| TJX | Sell | TJX COS INC NEW | $15,202 | -44.5% | 194 | -43.6% | 0.00% | -50.0% |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $18,273 | +6.6% | 1,025 | 0.0% | 0.00% | 0.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW | $13,218 | -56.9% | 261 | -47.6% | 0.00% | -50.0% |
| AMJ | JPMORGAN CHASE & COalerian ml etn | $13,159 | +2.0% | 593 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $12,342 | -4.9% | 209 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $17,134 | +1.1% | 232 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $17,261 | +4.4% | 505 | 0.0% | 0.00% | 0.0% | |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $15,497 | – | 575 | +100.0% | 0.00% | – |
| EAOA | Buy | ISHARES TResg aware aggrsv | $16,537 | +7.8% | 560 | +1.3% | 0.00% | 0.0% |
| CNC | CENTENE CORP DEL | $13,338 | -22.9% | 211 | 0.0% | 0.00% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $12,190 | +211.4% | 19 | +171.4% | 0.00% | +100.0% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $17,982 | +24.9% | 193 | 0.0% | 0.00% | 0.0% | |
| ACVF | Buy | ETF OPPORTUNITIES TRUSTamerican conser | $18,087 | +102.8% | 574 | +91.3% | 0.00% | +100.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $14,782 | +9.0% | 152 | +13.4% | 0.00% | 0.0% |
| PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $12,041 | +6.3% | 109 | 0.0% | 0.00% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $13,698 | -35.2% | 245 | -29.0% | 0.00% | -33.3% |
| CINF | Buy | CINCINNATI FINL CORP | $13,450 | +147.8% | 120 | +126.4% | 0.00% | +100.0% |
| DOV | DOVER CORP | $13,067 | +12.2% | 86 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES TResg awr msci usa | $13,568 | +6.7% | 150 | 0.0% | 0.00% | 0.0% | |
| AON | Sell | AON PLC | $12,297 | -6.9% | 39 | -11.4% | 0.00% | 0.0% |
| RY | ROYAL BK CDA SUSTAINABL | $15,293 | +1.7% | 160 | 0.0% | 0.00% | 0.0% | |
| PDO | New | PIMCO DYNAMIC INCOME OPRNTS | $13,206 | – | 1,065 | +100.0% | 0.00% | – |
| GRID | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $15,431 | +11.9% | 158 | 0.0% | 0.00% | 0.0% | |
| LPX | LOUISIANA PAC CORP | $15,884 | -8.4% | 293 | 0.0% | 0.00% | 0.0% | |
| LOW | Buy | LOWES COS INC | $13,998 | +40.5% | 70 | +40.0% | 0.00% | +100.0% |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $14,698 | – | 208 | +100.0% | 0.00% | – |
| ARKK | Sell | ARK ETF TRinnovation etf | $12,102 | +26.2% | 300 | -2.3% | 0.00% | +100.0% |
| CMS | CMS ENERGY CORP | $18,414 | -3.1% | 300 | 0.0% | 0.00% | -33.3% | |
| VST | VISTRA CORP | $12,000 | +3.4% | 500 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $17,700 | -3.0% | 2,000 | 0.0% | 0.00% | -33.3% | |
| AAL | AMERICAN AIRLS GROUP INC | $14,780 | +16.0% | 1,002 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $14,143 | +5.7% | 62 | 0.0% | 0.00% | 0.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $12,223 | – | 149 | +100.0% | 0.00% | – | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $18,700 | +3.1% | 1,047 | 0.0% | 0.00% | -33.3% | |
| LRCX | LAM RESEARCH CORP | $19,085 | +26.1% | 36 | 0.0% | 0.00% | 0.0% | |
| ILCG | Sell | ISHARES TRmorningstar grwt | $15,446 | +3.0% | 279 | -9.4% | 0.00% | 0.0% |
| STLD | STEEL DYNAMICS INC | $14,133 | +15.7% | 125 | 0.0% | 0.00% | 0.0% | |
| KGC | KINROSS GOLD CORP | $15,779 | +15.2% | 3,350 | 0.0% | 0.00% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $16,552 | -1.1% | 81 | +2.5% | 0.00% | 0.0% |
| HRL | HORMEL FOODS CORP | $17,133 | -12.4% | 430 | 0.0% | 0.00% | -33.3% | |
| UL | Buy | UNILEVER PLCspon adr new | $17,709 | +441.1% | 341 | +424.6% | 0.00% | – |
| MCHP | MICROCHIP TECHNOLOGY INC. | $17,191 | +19.3% | 205 | 0.0% | 0.00% | 0.0% | |
| ADI | Buy | ANALOG DEVICES INC | $14,200 | +101.3% | 72 | +67.4% | 0.00% | +100.0% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $13,932 | -6.8% | 729 | +2.8% | 0.00% | 0.0% | |
| ZENTEK LTD | $7,650 | -1.3% | 5,000 | 0.0% | 0.00% | 0.0% | ||
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $4,851 | +1.3% | 98 | +1.0% | 0.00% | 0.0% |
| INGR | INGREDION INC | $4,070 | +3.9% | 40 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $7,157 | +11.4% | 123 | 0.0% | 0.00% | 0.0% | |
| INDI | INDIE SEMICONDUCTOR INC | $4,147 | +81.0% | 393 | 0.0% | 0.00% | – | |
| ITT | ITT INC | $8,113 | +6.4% | 94 | 0.0% | 0.00% | 0.0% | |
| HFRO | Buy | HIGHLAND INCOME FD | $5,245 | -12.6% | 597 | +2.4% | 0.00% | 0.0% |
| HEI | New | HEICO CORP NEW | $6,671 | – | 39 | +100.0% | 0.00% | – |
| Sell | HALEON PLCspon ads | $7,508 | -24.3% | 922 | -25.6% | 0.00% | 0.0% | |
| HAGERTY INC | $6,722 | +3.9% | 769 | 0.0% | 0.00% | 0.0% | ||
| LIT | New | GLOBAL X FDSlithium btry etf | $4,195 | – | 66 | +100.0% | 0.00% | – |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $4,204 | +1.2% | 85 | +1.2% | 0.00% | 0.0% |
| GPN | GLOBAL PMTS INC | $10,524 | +6.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GEL | GENESIS ENERGY L Punit ltd partn | $11,260 | +10.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $10,755 | +9.0% | 293 | 0.0% | 0.00% | 0.0% | |
| GAM | New | GENERAL AMERN INVS CO INC | $11,479 | – | 295 | +100.0% | 0.00% | – |
| IFRA | Buy | ISHARES TRus infrastruc | $7,789 | +3.4% | 209 | +0.5% | 0.00% | 0.0% |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $6,408 | +30.1% | 301 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $9,901 | +56.0% | 242 | +44.9% | 0.00% | 0.0% |
| BBUS | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $10,001 | +7.3% | 136 | 0.0% | 0.00% | 0.0% | |
| JBLU | New | JETBLUE AWYS CORP | $10,556 | – | 1,450 | +100.0% | 0.00% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $4,063 | +6.0% | 232 | +9.4% | 0.00% | 0.0% |
| KHC | KRAFT HEINZ CO | $5,376 | -5.0% | 139 | 0.0% | 0.00% | 0.0% | |
| FSR | Buy | FISKER INC | $6,140 | +141.4% | 1,000 | +185.7% | 0.00% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $4,059 | – | 24 | +100.0% | 0.00% | – |
| FE | FIRSTENERGY CORP | $4,006 | -4.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LAC | New | LITHIUM AMERS CORP NEW | $10,880 | – | 500 | +100.0% | 0.00% | – |
| MMC | Sell | MARSH & MCLENNAN COS INC | $4,497 | -72.8% | 27 | -73.0% | 0.00% | -50.0% |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $5,344 | +10.4% | 125 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $5,377 | -1.1% | 50 | 0.0% | 0.00% | 0.0% | |
| MS | Buy | MORGAN STANLEY | $9,483 | +178.8% | 108 | +170.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $3,910 | +7.8% | 114 | 0.0% | 0.00% | 0.0% | |
| NPK | NATIONAL PRESTO INDS INC | $10,814 | +5.3% | 150 | 0.0% | 0.00% | 0.0% | |
| NSC | New | NORFOLK SOUTHN CORP | $4,240 | – | 20 | +100.0% | 0.00% | – |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $10,021 | -27.5% | 91 | -31.6% | 0.00% | -50.0% |
| Buy | NUSCALE PWR CORP | $6,945 | +85.9% | 764 | +109.9% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $4,308 | -0.9% | 69 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $6,485 | +15.7% | 69 | 0.0% | 0.00% | 0.0% | |
| OGN | Buy | ORGANON & CO | $5,316 | -13.1% | 226 | +3.2% | 0.00% | 0.0% |
| EVRG | EVERGY INC | $4,462 | -2.9% | 73 | 0.0% | 0.00% | 0.0% | |
| PPL | New | PPL CORP | $9,255 | – | 333 | +100.0% | 0.00% | – |
| PCAR | Buy | PACCAR INC | $7,979 | +10.4% | 109 | +49.3% | 0.00% | 0.0% |
| CALF | New | PACER FDS TRpacer us small | $9,548 | – | 251 | +100.0% | 0.00% | – |
| PKG | PACKAGING CORP AMER | $4,582 | +8.6% | 33 | 0.0% | 0.00% | 0.0% | |
| PAYC | New | PAYCOM SOFTWARE INC | $4,561 | – | 15 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $11,133 | -7.1% | 100 | 0.0% | 0.00% | -50.0% | |
| EQIX | EQUINIX INC | $8,653 | +10.1% | 12 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $6,700 | +7.0% | 151 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $4,893 | -17.4% | 1,390 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $9,564 | +8.6% | 200 | 0.0% | 0.00% | 0.0% | |
| PLD | New | PROLOGIS INC. | $4,243 | – | 34 | +100.0% | 0.00% | – |
| EQRR | Buy | PROSHARES TReqts for risin | $10,173 | -2.2% | 206 | +0.5% | 0.00% | 0.0% |
| PRU | PRUDENTIAL FINL INC | $5,130 | -16.8% | 62 | 0.0% | 0.00% | 0.0% | |
| RPT | RPT REALTYsh ben int | $4,974 | -5.3% | 523 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $8,217 | +13.9% | 10 | 0.0% | 0.00% | 0.0% | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $9,879 | +1287.5% | 144 | +1340.0% | 0.00% | – |
| RBA | New | RITCHIE BROS AUCTIONEERS | $4,616 | – | 82 | +100.0% | 0.00% | – |
| ROST | ROSS STORES INC | $4,670 | -8.6% | 44 | 0.0% | 0.00% | 0.0% | |
| SPGI | New | S&P GLOBAL INC | $4,138 | – | 12 | +100.0% | 0.00% | – |
| DBX | DROPBOX INCcl a | $4,649 | -3.4% | 215 | 0.0% | 0.00% | 0.0% | |
| DCI | DONALDSON INC | $7,319 | +11.0% | 112 | 0.0% | 0.00% | 0.0% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $9,835 | +1.3% | 221 | 0.0% | 0.00% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $6,114 | +3.1% | 116 | 0.0% | 0.00% | 0.0% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $8,931 | +0.8% | 201 | -5.6% | 0.00% | 0.0% |
| DIGITAL WORLD ACQUISITION CO | $6,211 | -6.3% | 442 | 0.0% | 0.00% | 0.0% | ||
| DEO | New | DIAGEO PLCspon adr new | $4,168 | – | 23 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $5,041 | – | 20 | +100.0% | 0.00% | – |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $10,774 | +88.0% | 391 | +88.0% | 0.00% | 0.0% |
| ULST | Buy | SSGA ACTIVE ETF TRult sht trm bd | $4,131 | +1.3% | 103 | +1.0% | 0.00% | 0.0% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,322 | – | 16 | +100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $6,109 | -3.6% | 239 | 0.0% | 0.00% | 0.0% | |
| CRY | ARTIVION INC | $11,135 | +8.1% | 850 | 0.0% | 0.00% | 0.0% | |
| CSGP | New | COSTAR GROUP INC | $6,059 | – | 88 | +100.0% | 0.00% | – |
| CTVA | CORTEVA INC | $9,831 | +2.6% | 163 | 0.0% | 0.00% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $5,955 | +3.5% | 142 | 0.0% | 0.00% | 0.0% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $5,938 | -28.2% | 122 | -31.1% | 0.00% | 0.0% |
| XLE | SELECT SECTOR SPDR TRenergy | $8,283 | -5.3% | 100 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $9,645 | -6.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,653 | +6.6% | 142 | 0.0% | 0.00% | 0.0% | |
| SRE | Buy | SEMPRA | $7,256 | +20.4% | 48 | +23.1% | 0.00% | 0.0% |
| SPG | New | SIMON PPTY GROUP INC NEW | $9,742 | – | 87 | +100.0% | 0.00% | – |
| SKYT | New | SKYWATER TECHNOLOGY INC | $8,763 | – | 770 | +100.0% | 0.00% | – |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $7,823 | +9.6% | 506 | 0.0% | 0.00% | 0.0% | |
| CLFD | CLEARFIELD INC | $6,987 | -50.5% | 150 | 0.0% | 0.00% | -50.0% | |
| SRCL | STERICYCLE INC | $4,361 | -12.6% | 100 | 0.0% | 0.00% | 0.0% | |
| TRP | TC ENERGY CORP | $11,479 | -2.4% | 295 | 0.0% | 0.00% | -50.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $10,470 | +9.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| UAL | New | UNITED AIRLS HLDGS INC | $3,983 | – | 90 | +100.0% | 0.00% | – |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $6,536 | +26.9% | 187 | 0.0% | 0.00% | 0.0% | |
| BJK | VANECK ETF TRUSTgaming etf | $6,832 | +15.0% | 154 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $6,239 | +6.8% | 113 | 0.0% | 0.00% | 0.0% | |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $4,021 | +1.1% | 82 | +1.2% | 0.00% | 0.0% |
| BP | BP PLCsponsored adr | $4,250 | +8.6% | 112 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $7,969 | -1.6% | 26 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $10,040 | -2.4% | 225 | 0.0% | 0.00% | 0.0% | |
| EA SERIES TRUSTstrive us energy | $9,814 | -5.6% | 353 | 0.0% | 0.00% | 0.0% | ||
| VICTORIAS SECRET AND CO | $11,372 | -4.6% | 333 | 0.0% | 0.00% | -50.0% | ||
| EA SERIES TRUSTstrive 500 etf | $5,614 | +7.6% | 215 | 0.0% | 0.00% | 0.0% | ||
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,416 | +9.1% | 400 | 0.0% | 0.00% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $7,988 | +1.4% | 529 | -36.3% | 0.00% | 0.0% | |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $5,890 | – | 17 | +100.0% | 0.00% | – |
| WU | WESTERN UN CO | $11,429 | -19.0% | 1,025 | 0.0% | 0.00% | -50.0% | |
| WHR | WHIRLPOOL CORP | $7,922 | -6.7% | 60 | 0.0% | 0.00% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $7,114 | -0.1% | 115 | 0.0% | 0.00% | 0.0% | |
| AEM | New | AGNICO EAGLE MINES LTD | $4,384 | – | 86 | +100.0% | 0.00% | – |
| WDAY | WORKDAY INCcl a | $7,229 | +23.4% | 35 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $5,781 | +14.5% | 15 | 0.0% | 0.00% | 0.0% | |
| PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $4,727 | -18.2% | 35 | 0.0% | 0.00% | 0.0% | |
| ALC | Sell | ALCON AG | $5,291 | -33.5% | 75 | -35.3% | 0.00% | 0.0% |
| SDOG | ALPS ETF TRsectr div dogs | $11,520 | -0.5% | 225 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD | $9,918 | +14.2% | 76 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $6,360 | +39.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GLOB | New | GLOBANT S A | $5,577 | – | 34 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $10,264 | – | 894 | +100.0% | 0.00% | – |
| TELL | TELLURIAN INC NEW | $177 | -26.6% | 143 | 0.0% | 0.00% | – | |
| POOL | New | POOL CORP | $1,028 | – | 3 | +100.0% | 0.00% | – |
| New | POLYMET MNG CORPright 04/04/2023 | $26 | – | 9,355 | +100.0% | 0.00% | – | |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $788 | – | 60 | +100.0% | 0.00% | – |
| EMN | EASTMAN CHEM CO | $3,374 | +3.6% | 40 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $687 | +44.9% | 64 | 0.0% | 0.00% | – | |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -40 | -100.0% | 0.00% | – |
| EMBECTA CORP | $1,378 | +11.2% | 49 | 0.0% | 0.00% | – | ||
| BTU | PEABODY ENERGY CORP | $461 | -3.2% | 18 | 0.0% | 0.00% | – | |
| TNL | TRAVEL PLUS LEISURE CO | $2,156 | +7.7% | 55 | 0.0% | 0.00% | – | |
| PCTY | New | PAYLOCITY HLDG CORP | $796 | – | 4 | +100.0% | 0.00% | – |
| TMQ | TRILOGY METALS INC NEW | $2,399 | -3.1% | 4,500 | 0.0% | 0.00% | – | |
| TFC | New | TRUIST FINL CORP | $1,364 | – | 40 | +100.0% | 0.00% | – |
| CSIQ | CANADIAN SOLAR INC | $996 | +29.0% | 25 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $1,306 | -4.7% | 22 | 0.0% | 0.00% | – | |
| UGI | New | UGI CORP NEW | $383 | – | 11 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $803 | – | 7 | +100.0% | 0.00% | – |
| UBER | UBER TECHNOLOGIES INC | $634 | +28.1% | 20 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $342 | -4.2% | 40 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $3,279 | +31.6% | 388 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $1,326 | -0.1% | 54 | 0.0% | 0.00% | – | |
| CYBR | New | CYBERARK SOFTWARE LTD | $888 | – | 6 | +100.0% | 0.00% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $3,046 | – | 80 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $1,470 | – | 11 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY | $548 | – | 7 | +100.0% | 0.00% | – |
| VVV | New | VALVOLINE INC | $979 | – | 28 | +100.0% | 0.00% | – |
| Buy | ORION OFFICE REIT INC | $751 | -18.5% | 112 | +3.7% | 0.00% | – | |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $818 | -90.2% | 25 | -91.4% | 0.00% | -100.0% | |
| SSYS | STRATASYS LTD | $546 | +39.6% | 33 | 0.0% | 0.00% | – | |
| BITQ | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $3,229 | +73.2% | 550 | 0.0% | 0.00% | – | |
| ONCY | ONCOLYTICS BIOTECH INC | $252 | -26.3% | 210 | 0.0% | 0.00% | – | |
| IWN | ISHARES TRrus 2000 val etf | $2,885 | -1.2% | 21 | 0.0% | 0.00% | – | |
| OHI | OMEGA HEALTHCARE INVS INC | $2,413 | -1.9% | 88 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORPw exp 08/03/202 | $123 | -0.8% | 3 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3,518 | +9.3% | 24 | 0.0% | 0.00% | – | |
| ACOR | Exit | ACORDA THERAPEUTICS INC | $0 | – | -1 | -100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $839 | -13.9% | 19 | 0.0% | 0.00% | – | |
| NOVT | New | NOVANTA INC | $1,273 | – | 8 | +100.0% | 0.00% | – |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,844 | +9.2% | 8 | 0.0% | 0.00% | – | |
| FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $3,840 | +1.6% | 77 | +1.3% | 0.00% | -100.0% |
| FIS | New | FIDELITY NATL INFORMATION SV | $435 | – | 8 | +100.0% | 0.00% | – |
| FHN | FIRST HORIZON CORPORATION | $3,201 | -27.4% | 180 | 0.0% | 0.00% | -100.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $633 | -2.5% | 6 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $812 | +31.8% | 50 | 0.0% | 0.00% | – | |
| NFLX | New | NETFLIX INC | $1,728 | – | 5 | +100.0% | 0.00% | – |
| NSA | New | NATIONAL STORAGE AFFILIATES | $711 | – | 17 | +100.0% | 0.00% | – |
| IPG | INTERPUBLIC GROUP COS INC | $2,160 | +11.8% | 58 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP | $146 | -15.6% | 33 | 0.0% | 0.00% | – | |
| ROLL | New | RBC BEARINGS INC | $1,397 | – | 6 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $549 | – | 5 | +100.0% | 0.00% | – |
| EOG | EOG RES INC | $1,949 | -11.5% | 17 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC | $2,123 | -9.5% | 15 | 0.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $1,118 | +9.1% | 60 | 0.0% | 0.00% | – | |
| TCMD | TACTILE SYS TECHNOLOGY INC | $1,019 | +43.1% | 62 | 0.0% | 0.00% | – | |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -77 | -100.0% | 0.00% | – |
| MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $3,195 | +3.8% | 131 | +0.8% | 0.00% | – |
| TDOC | TELADOC HEALTH INC | $1,036 | +9.5% | 40 | 0.0% | 0.00% | – | |
| CHECK CAP LTD | $8 | -27.3% | 5 | 0.0% | 0.00% | – | ||
| NDAQ | New | NASDAQ INC | $2,242 | – | 41 | +100.0% | 0.00% | – |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,517 | -6.2% | 48 | 0.0% | 0.00% | – | |
| OZK | New | BANK OZK LITTLE ROCK ARK | $1,095 | – | 32 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP | $1,012 | – | 8 | +100.0% | 0.00% | – |
| BWXT | BWX TECHNOLOGIES INC | $757 | +8.6% | 12 | 0.0% | 0.00% | – | |
| NIO | NIO INCspon ads | $873 | +7.9% | 83 | 0.0% | 0.00% | – | |
| MORN | New | MORNINGSTAR INC | $1,016 | – | 5 | +100.0% | 0.00% | – |
| AVY | AVERY DENNISON CORP | $2,327 | -1.1% | 13 | 0.0% | 0.00% | – | |
| VEEV | New | VEEVA SYS INC | $3,676 | – | 20 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $1,399 | – | 100 | +100.0% | 0.00% | – |
| AZO | AUTOZONE INC | $2,459 | -0.3% | 1 | 0.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $1,442 | +2263.9% | 2,067 | +2985.1% | 0.00% | – |
| New | ATLIS MOTOR VEHICLES INC | $61 | – | 105 | +100.0% | 0.00% | – | |
| ARCC | ARES CAPITAL CORP | $2,888 | -1.0% | 158 | 0.0% | 0.00% | – | |
| ANTM | ELEVANCE HEALTH INC | $2,300 | -10.3% | 5 | 0.0% | 0.00% | – | |
| XPEV | Exit | XPENG INCads | $0 | – | -23 | -100.0% | 0.00% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $1,002 | – | 2 | +100.0% | 0.00% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -46 | -100.0% | 0.00% | – |
| MU | MICRON TECHNOLOGY INC | $3,022 | +20.7% | 50 | 0.0% | 0.00% | – | |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -15 | -100.0% | 0.00% | – |
| MCY | MERCURY GENL CORP NEW | $1,683 | -7.2% | 53 | 0.0% | 0.00% | – | |
| MAR | New | MARRIOTT INTL INC NEWcl a | $2,325 | – | 14 | +100.0% | 0.00% | – |
| MPC | MARATHON PETE CORP | $3,371 | +15.8% | 25 | 0.0% | 0.00% | – | |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| VIAC | PARAMOUNT GLOBAL | $893 | +32.3% | 40 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $943 | -13.6% | 98 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $29 | +20.8% | 7 | 0.0% | 0.00% | – | |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -32 | -100.0% | 0.00% | – |
| VRTS | VIRTUS INVT PARTNERS INC | $952 | -0.5% | 5 | 0.0% | 0.00% | – | |
| ZTR | VIRTUS TOTAL RETURN FD INC | $777 | -1.1% | 120 | 0.0% | 0.00% | – | |
| VSTO | VISTA OUTDOOR INC | $1,220 | +13.8% | 44 | 0.0% | 0.00% | – | |
| MDU | MDU RES GROUP INC | $3,170 | +0.5% | 104 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $438 | +41.7% | 16 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $214 | -15.4% | 23 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $1,663 | -18.2% | 15 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,516 | +1.3% | 15 | 0.0% | 0.00% | – | |
| MDRX | VERADIGM INC | $1,308 | -26.0% | 100 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $231 | -49.1% | 87 | 0.0% | 0.00% | – | |
| ALGN | New | ALIGN TECHNOLOGY INC | $3,008 | – | 9 | +100.0% | 0.00% | – |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $3,794 | +0.8% | 64 | +1.6% | 0.00% | -100.0% |
| New | WEWORK INCcl a | $778 | – | 1,000 | +100.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $251 | +32.8% | 17 | 0.0% | 0.00% | – | ||
| RSX | Exit | VANECK ETF TRUSTvaneck russia et | $0 | – | -300 | -100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $1,024 | – | 29 | +100.0% | 0.00% | – |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $786 | – | 8 | +100.0% | 0.00% | – |
| KAI | New | KADANT INC | $1,460 | – | 7 | +100.0% | 0.00% | – |
| KKR | New | KKR & CO INC | $2,049 | – | 39 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORP | $1,597 | – | 4 | +100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC | $732 | -12.4% | 550 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC | $1,584 | +7.8% | 46 | 0.0% | 0.00% | – | |
| AMTX | AEMETIS INC | $58 | -41.4% | 25 | 0.0% | 0.00% | – | |
| YETI | New | YETI HLDGS INC | $640 | – | 16 | +100.0% | 0.00% | – |
| FTNT | FORTINET INC | $3,323 | +36.0% | 50 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $2,795 | +6.1% | 41 | 0.0% | 0.00% | – | |
| Buy | ZIMVIE INC | $167 | -0.6% | 23 | +27.8% | 0.00% | – | |
| FOX | FOX CORP | $2,255 | +10.1% | 72 | 0.0% | 0.00% | – | |
| BBCA | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $953 | +3.9% | 16 | 0.0% | 0.00% | – | |
| DTM | Exit | DT MIDSTREAM INC | $0 | – | -6 | -100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $2,950 | +18.1% | 72 | 0.0% | 0.00% | – | |
| ISR | PERSPECTIVE THERAPEUTICS INC | $3,190 | +158.1% | 5,000 | 0.0% | 0.00% | – | |
| ULCC | FRONTIER GROUP HLDGS INC | $984 | -4.2% | 100 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $920 | +0.7% | 120 | 0.0% | 0.00% | – | |
| GPC | Buy | GENUINE PARTS CO | $3,514 | +102.5% | 21 | +110.0% | 0.00% | – |
| DRIV | GLOBAL X FDSautonmous ev etf | $1,192 | +19.9% | 50 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X FDSinternet of thng | $167 | +15.2% | 5 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $2,149 | +8.1% | 6 | 0.0% | 0.00% | – | |
| FN | New | FABRINET | $713 | – | 6 | +100.0% | 0.00% | – |
| SGOL | ABRDN GOLD ETF TRUST | $2,605 | +8.0% | 138 | 0.0% | 0.00% | – | |
| HLNE | New | HAMILTON LANE INCcl a | $1,110 | – | 15 | +100.0% | 0.00% | – |
| ICLR | New | ICON PLC | $1,068 | – | 5 | +100.0% | 0.00% | – |
| HIG | HARTFORD FINL SVCS GROUP INC | $2,022 | -8.0% | 29 | 0.0% | 0.00% | – | |
| HLIO | New | HELIOS TECHNOLOGIES INC | $851 | – | 13 | +100.0% | 0.00% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -18 | -100.0% | 0.00% | – |
| ALPHA PARTNERS TECH MERGR COw exp 03/31/202 | $92 | +148.6% | 833 | 0.0% | 0.00% | – | ||
| ALPHA PARTNERS TECH MERGR COunit 03/31/2028 | $11 | +10.0% | 1 | 0.0% | 0.00% | – | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $1,345 | +9.9% | 100 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $521 | +5.0% | 20 | 0.0% | 0.00% | – | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,153 | -93.3% | 47 | -93.6% | 0.00% | -100.0% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,116 | +25.7% | 32 | 0.0% | 0.00% | – | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $950 | +3.4% | 14 | 0.0% | 0.00% | – | |
| CCI | New | CROWN CASTLE INC | $1,071 | – | 8 | +100.0% | 0.00% | – |
| SBRA | SABRA HEALTH CARE REIT INC | $1,840 | -7.5% | 160 | 0.0% | 0.00% | – | |
| DBEF | DBX ETF TRxtrack msci eafe | $2,640 | +9.2% | 75 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $1,315 | -6.7% | 12 | 0.0% | 0.00% | – | |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $954 | +1.4% | 23 | 0.0% | 0.00% | – | |
| CNS | New | COHEN & STEERS INC | $768 | – | 12 | +100.0% | 0.00% | – |
| New | TIZIANA LIFE SCIENCES LTD | $2,184 | – | 2,000 | +100.0% | 0.00% | – | |
| HES | HESS CORP | $1,986 | -6.6% | 15 | 0.0% | 0.00% | – | |
| VALWS | VALARIS LIMITEDw exp 04/29/202 | $44 | -8.3% | 4 | 0.0% | 0.00% | – | |
| DLR | New | DIGITAL RLTY TR INC | $3,835 | – | 39 | +100.0% | 0.00% | – |
| DIMENSIONAL ETF TRUSTworld ex us core | $3,506 | +6.8% | 152 | 0.0% | 0.00% | – | ||
| EMB | New | ISHARES TRjpmorgan usd emg | $691 | – | 8 | +100.0% | 0.00% | – |
| ROK | ROCKWELL AUTOMATION INC | $2,642 | +14.0% | 9 | 0.0% | 0.00% | – | |
| X | Exit | UNITED STATES STL CORP NEW | $0 | – | -50 | -100.0% | 0.00% | – |
| IBP | New | INSTALLED BLDG PRODS INC | $571 | – | 5 | +100.0% | 0.00% | – |
| New | CLEARWATER ANALYTICS HLDGS Icl a | $671 | – | 42 | +100.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INCcl a | $2,623 | +7.5% | 17 | 0.0% | 0.00% | – | |
| New | RIVIAN AUTOMOTIVE INC | $1,548 | – | 100 | +100.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,288 | -12.3% | 14 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $3,711 | +11.1% | 203 | 0.0% | 0.00% | – | |
| SQ | BLOCK INCcl a | $3,227 | +9.3% | 47 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW | $2,191 | -13.9% | 118 | 0.0% | 0.00% | – | |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -84 | -100.0% | -0.00% | – |
| XMPT | Exit | VANECK ETF TRUST | $0 | – | -172 | -100.0% | -0.00% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -196 | -100.0% | -0.00% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -127 | -100.0% | -0.00% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -90 | -100.0% | -0.00% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -102 | -100.0% | -0.00% | – |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -1,474 | -100.0% | -0.00% | – |
| CRH | Exit | CRH PLCadr | $0 | – | -283 | -100.0% | -0.00% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -25 | -100.0% | -0.00% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -156 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC | $0 | – | -66 | -100.0% | -0.00% | – |
| ADRE | Exit | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $0 | – | -1,478 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.