$2.47 Billion is the total value of Perigon Wealth Management, LLC's 777 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $166,872,953 | -55.8% | 974,668 | -49.9% | 6.76% | -8.7% |
NVDA | Sell | NVIDIA CORPORATION | $84,899,613 | -49.7% | 195,176 | -51.1% | 3.44% | +3.6% |
UNP | Sell | UNION PAC CORP | $73,280,202 | -50.4% | 359,869 | -50.1% | 2.97% | +2.4% |
VOO | Sell | VANGUARD INDEX FDS | $54,965,315 | -47.5% | 139,968 | -45.6% | 2.23% | +8.2% |
OXY | Sell | OCCIDENTAL PETE CORP | $53,224,323 | -44.6% | 820,350 | -49.8% | 2.16% | +14.4% |
MSFT | Sell | MICROSOFT CORP | $51,107,223 | -53.5% | 161,860 | -49.8% | 2.07% | -4.1% |
IVV | Sell | ISHARES TRcore s&p500 etf | $48,351,607 | -49.8% | 112,595 | -47.9% | 1.96% | +3.5% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $45,994,402 | -51.4% | 128,378 | -50.0% | 1.86% | +0.3% |
DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $39,304,618 | -52.4% | 1,500,176 | -50.7% | 1.59% | -1.8% |
AMZN | Sell | AMAZON COM INC | $38,183,383 | -51.1% | 300,373 | -49.8% | 1.55% | +0.9% |
GOOG | Sell | ALPHABET INCcap stk cl c | $37,389,772 | -47.0% | 283,578 | -51.4% | 1.52% | +9.3% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $35,260,689 | -52.6% | 82,485 | -57.2% | 1.43% | -2.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $28,252,051 | -51.9% | 133,008 | -50.1% | 1.14% | -0.7% |
HD | Sell | HOME DEPOT INC | $27,722,000 | -51.9% | 91,746 | -50.6% | 1.12% | -0.9% |
TSLA | Sell | TESLA INC | $27,310,257 | -57.3% | 109,145 | -55.4% | 1.11% | -11.8% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $23,931,521 | -44.4% | 95,975 | -41.7% | 0.97% | +14.8% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $23,330,683 | -44.9% | 178,287 | -49.6% | 0.94% | +13.6% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $21,209,101 | -51.1% | 303,943 | -49.1% | 0.86% | +0.7% |
LLY | Sell | ELI LILLY & CO | $21,152,425 | -42.2% | 39,380 | -49.5% | 0.86% | +19.2% |
V | Sell | VISA INC | $20,382,540 | -51.8% | 88,615 | -50.2% | 0.83% | -0.6% |
AGG | Sell | ISHARES TRcore us aggbd et | $19,912,654 | -45.3% | 211,747 | -43.0% | 0.81% | +12.9% |
FB | Sell | META PLATFORMS INCcl a | $19,855,416 | -46.8% | 66,138 | -50.5% | 0.80% | +9.8% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $19,569,871 | -51.8% | 576,262 | -49.4% | 0.79% | -0.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $19,438,281 | -49.0% | 55,490 | -50.3% | 0.79% | +5.2% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $19,191,338 | -51.8% | 263,907 | -50.4% | 0.78% | -0.6% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $18,802,171 | -53.7% | 430,059 | -51.1% | 0.76% | -4.5% |
JPM | Sell | JPMORGAN CHASE & CO | $17,932,057 | -50.8% | 123,652 | -50.6% | 0.73% | +1.7% |
MCO | Sell | MOODYS CORP | $17,717,636 | -54.7% | 56,038 | -50.2% | 0.72% | -6.6% |
DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $17,609,715 | -44.8% | 674,443 | -42.3% | 0.71% | +13.9% |
MCD | Sell | MCDONALDS CORP | $16,624,490 | -55.3% | 63,105 | -49.4% | 0.67% | -7.7% |
IUSB | Sell | ISHARES TRcore total usd | $16,590,587 | -59.3% | 379,517 | -57.6% | 0.67% | -16.0% |
JNJ | Sell | JOHNSON & JOHNSON | $15,120,698 | -55.8% | 97,084 | -53.0% | 0.61% | -8.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $14,782,822 | -52.8% | 29,205 | -51.3% | 0.60% | -2.6% |
XOM | Sell | EXXON MOBIL CORP | $13,745,079 | -47.0% | 116,900 | -51.7% | 0.56% | +9.2% |
DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $13,601,712 | -50.2% | 454,148 | -48.5% | 0.55% | +2.8% |
VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $13,472,928 | -52.3% | 280,102 | -50.2% | 0.55% | -1.6% |
MUB | Sell | ISHARES TRnational mun etf | $13,412,293 | -49.7% | 130,800 | -47.7% | 0.54% | +3.8% |
TFLO | Sell | ISHARES TRtrs flt rt bd | $13,436,028 | -10.5% | 264,802 | -10.6% | 0.54% | +84.4% |
IEFA | Sell | ISHARES TRcore msci eafe | $13,310,766 | -51.0% | 206,850 | -48.7% | 0.54% | +0.9% |
ABBV | Sell | ABBVIE INC | $13,063,122 | -43.7% | 87,636 | -49.1% | 0.53% | +16.0% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $13,031,919 | -54.6% | 98,884 | -53.5% | 0.53% | -6.4% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $13,019,254 | -54.3% | 172,076 | -49.5% | 0.53% | -5.7% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $12,914,921 | -49.3% | 171,809 | -49.0% | 0.52% | +4.6% |
CRM | Sell | SALESFORCE INC | $12,862,920 | -55.5% | 63,433 | -53.6% | 0.52% | -8.1% |
CVX | Sell | CHEVRON CORP NEW | $12,597,280 | -47.3% | 74,709 | -50.8% | 0.51% | +8.5% |
MBB | Sell | ISHARES TRmbs etf | $12,379,497 | -55.2% | 139,409 | -53.0% | 0.50% | -7.6% |
IWB | Sell | ISHARES TRrus 1000 etf | $12,266,765 | -51.6% | 52,219 | -49.8% | 0.50% | -0.2% |
MRK | Sell | MERCK & CO INC | $11,865,049 | -54.8% | 115,252 | -49.4% | 0.48% | -6.8% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $11,328,422 | -50.2% | 59,916 | -47.6% | 0.46% | +2.7% |
SGOV | Sell | ISHARES TR0-3 mnth treasry | $11,269,181 | -50.7% | 111,942 | -50.7% | 0.46% | +1.8% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $11,097,677 | -52.4% | 156,835 | -51.1% | 0.45% | -1.7% |
IJR | Sell | ISHARES TRcore s&p scp etf | $10,822,428 | -52.4% | 114,730 | -49.7% | 0.44% | -1.8% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $10,533,705 | -60.5% | 130,094 | -60.4% | 0.43% | -18.4% |
BX | Sell | BLACKSTONE INC | $10,367,867 | -45.7% | 96,769 | -52.9% | 0.42% | +12.0% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $10,276,524 | -50.1% | 159,425 | -48.0% | 0.42% | +3.0% |
IEMG | Sell | ISHARES INCcore msci emkt | $10,128,595 | -53.7% | 212,830 | -52.1% | 0.41% | -4.7% |
COST | Sell | COSTCO WHSL CORP NEW | $10,060,838 | -50.1% | 17,808 | -52.5% | 0.41% | +3.0% |
PG | Sell | PROCTER AND GAMBLE CO | $9,886,088 | -54.2% | 67,778 | -52.3% | 0.40% | -5.4% |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $9,881,956 | -35.2% | 171,561 | -35.1% | 0.40% | +33.3% |
DE | Sell | DEERE & CO | $9,625,129 | -53.3% | 25,505 | -49.9% | 0.39% | -3.7% |
IAU | Sell | ISHARES GOLD TRishares new | $9,574,559 | -53.5% | 273,637 | -51.7% | 0.39% | -4.2% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $9,554,314 | -48.7% | 84,432 | -47.8% | 0.39% | +5.7% |
IWM | Sell | ISHARES TRrussell 2000 etf | $9,413,845 | -50.6% | 53,263 | -47.7% | 0.38% | +1.9% |
CME | Sell | CME GROUP INC | $9,266,968 | -45.6% | 46,284 | -49.7% | 0.38% | +12.2% |
IYW | Sell | ISHARES TRu.s. tech etf | $9,214,476 | -51.2% | 87,824 | -49.3% | 0.37% | +0.5% |
EFV | Sell | ISHARES TReafe value etf | $8,839,932 | -33.3% | 180,665 | -33.3% | 0.36% | +37.7% |
AVGO | Sell | BROADCOM INC | $8,130,861 | -51.3% | 9,789 | -49.2% | 0.33% | +0.3% |
CSCO | Sell | CISCO SYS INC | $8,121,411 | -47.0% | 151,068 | -49.0% | 0.33% | +9.3% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,049,623 | -48.6% | 205,295 | -46.8% | 0.33% | +5.8% |
ITA | Sell | ISHARES TRus aer def etf | $7,959,888 | -52.3% | 75,115 | -47.4% | 0.32% | -1.5% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $7,950,065 | -60.6% | 168,148 | -60.5% | 0.32% | -18.7% |
WFC | Sell | WELLS FARGO CO NEW | $7,862,979 | -50.4% | 192,437 | -48.2% | 0.32% | +2.2% |
AXP | Sell | AMERICAN EXPRESS CO | $7,830,374 | -53.0% | 52,486 | -45.1% | 0.32% | -3.1% |
DIS | Sell | DISNEY WALT CO | $7,643,481 | -57.7% | 94,305 | -53.4% | 0.31% | -12.7% |
KO | Sell | COCA COLA CO | $7,408,537 | -54.9% | 132,342 | -51.5% | 0.30% | -7.1% |
USMV | Sell | ISHARES TRmsci usa min vol | $7,379,975 | -57.4% | 101,962 | -56.2% | 0.30% | -12.1% |
PEP | Sell | PEPSICO INC | $7,335,565 | -56.6% | 43,294 | -52.6% | 0.30% | -10.5% |
NKE | Sell | NIKE INCcl b | $7,298,387 | -54.6% | 76,327 | -47.6% | 0.30% | -6.3% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,016,266 | -49.7% | 49,518 | -46.9% | 0.28% | +3.6% |
GLD | Sell | SPDR GOLD TR | $6,983,905 | -53.2% | 40,734 | -51.4% | 0.28% | -3.4% |
DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $6,931,718 | -41.9% | 307,121 | -39.6% | 0.28% | +20.1% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $6,828,356 | -54.1% | 179,930 | -52.2% | 0.28% | -5.1% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $6,806,332 | -48.2% | 94,127 | -46.1% | 0.28% | +7.0% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $6,815,110 | -57.7% | 134,685 | -56.2% | 0.28% | -12.7% |
WMT | Sell | WALMART INC | $6,626,701 | -47.1% | 41,436 | -48.0% | 0.27% | +9.3% |
EFA | Sell | ISHARES TRmsci eafe etf | $6,649,777 | -50.5% | 96,485 | -48.0% | 0.27% | +1.9% |
JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $6,647,575 | -12.3% | 131,766 | -11.9% | 0.27% | +80.5% |
TIP | Sell | ISHARES TRtips bd etf | $6,570,844 | -47.0% | 63,352 | -45.0% | 0.27% | +9.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $6,545,660 | -49.9% | 12,983 | -52.3% | 0.26% | +3.1% |
IUSG | Sell | ISHARES TRcore s&p us gwt | $6,493,987 | -51.2% | 68,480 | -49.8% | 0.26% | +0.4% |
TRV | Sell | TRAVELERS COMPANIES INC | $6,423,126 | -55.2% | 39,331 | -52.4% | 0.26% | -7.8% |
CAT | Sell | CATERPILLAR INC | $6,403,925 | -45.1% | 23,458 | -50.6% | 0.26% | +13.5% |
RTX | Sell | RTX CORPORATION | $6,190,893 | -71.4% | 86,020 | -61.1% | 0.25% | -41.1% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $6,162,203 | -51.9% | 38,636 | -50.1% | 0.25% | -0.8% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $6,103,801 | -51.1% | 44,253 | -49.6% | 0.25% | +0.8% |
BAC | Sell | BANK AMERICA CORP | $6,072,554 | -49.1% | 221,788 | -46.7% | 0.25% | +5.1% |
CMCSA | Sell | COMCAST CORP NEWcl a | $5,937,602 | -47.8% | 133,910 | -51.1% | 0.24% | +7.6% |
EFG | Sell | ISHARES TReafe grwth etf | $5,940,564 | -59.8% | 68,836 | -55.6% | 0.24% | -17.2% |
LMT | Sell | LOCKHEED MARTIN CORP | $5,903,393 | -57.9% | 14,434 | -52.6% | 0.24% | -13.1% |
MQ | Sell | MARQETA INC | $5,817,045 | -38.6% | 972,750 | -50.0% | 0.24% | +26.9% |
ESGU | Sell | ISHARES TResg awr msci usa | $5,717,325 | -62.6% | 60,881 | -61.1% | 0.23% | -22.7% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $5,682,319 | -61.1% | 175,327 | -55.3% | 0.23% | -19.9% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,670,557 | -53.2% | 27,231 | -50.5% | 0.23% | -3.4% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $5,658,755 | -50.1% | 74,477 | -48.1% | 0.23% | +2.7% |
PFE | Sell | PFIZER INC | $5,550,201 | -56.1% | 167,325 | -51.5% | 0.22% | -9.3% |
ADBE | Sell | ADOBE INC | $5,530,374 | -45.3% | 10,846 | -47.6% | 0.22% | +12.6% |
GS | Sell | GOLDMAN SACHS GROUP INC | $5,506,361 | -47.3% | 17,017 | -47.4% | 0.22% | +8.8% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,340,159 | -50.0% | 71,060 | -49.6% | 0.22% | +2.9% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $5,258,315 | -58.9% | 33,735 | -52.8% | 0.21% | -15.5% |
SCHW | Sell | SCHWAB CHARLES CORP | $5,082,156 | -49.5% | 92,571 | -47.9% | 0.21% | +4.0% |
SNOW | Sell | SNOWFLAKE INCcl a | $5,052,410 | -51.6% | 33,072 | -44.3% | 0.20% | 0.0% |
REGN | Sell | REGENERON PHARMACEUTICALS | $4,897,435 | -36.8% | 5,951 | -44.8% | 0.20% | +30.3% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $4,777,830 | -3.8% | 46,832 | +2.0% | 0.19% | +98.0% |
AI | Sell | C3 AI INCcl a | $4,757,796 | -64.8% | 186,434 | -49.8% | 0.19% | -27.4% |
INTC | Sell | INTEL CORP | $4,742,959 | -47.4% | 133,417 | -50.5% | 0.19% | +8.5% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,716,174 | -53.0% | 36,633 | -51.5% | 0.19% | -3.0% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,718,117 | -52.0% | 36,027 | -49.3% | 0.19% | -1.0% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,674,688 | -18.5% | 17,166 | -15.3% | 0.19% | +67.3% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,646,313 | -45.6% | 19,313 | -50.3% | 0.19% | +11.9% |
IYH | Sell | ISHARES TRus hlthcare etf | $4,577,550 | -48.0% | 16,949 | -46.0% | 0.18% | +6.9% |
ACN | Sell | ACCENTURE PLC IRELAND | $4,531,587 | -51.2% | 14,756 | -50.9% | 0.18% | +1.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $4,446,940 | -45.7% | 11,232 | -46.0% | 0.18% | +11.8% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,426,354 | -54.2% | 27,002 | -51.4% | 0.18% | -5.8% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $4,357,808 | -50.5% | 136,952 | +154.6% | 0.18% | +2.3% |
ABT | Sell | ABBOTT LABS | $4,335,378 | -54.4% | 44,763 | -48.7% | 0.18% | -5.9% |
NEE | Sell | NEXTERA ENERGY INC | $4,307,534 | -59.8% | 75,188 | -47.9% | 0.18% | -17.1% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $4,198,244 | +199.1% | 45,723 | +199.2% | 0.17% | +507.1% |
RMD | Sell | RESMED INC | $4,166,237 | -68.2% | 28,175 | -53.0% | 0.17% | -34.2% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $4,093,928 | -62.5% | 9,867 | -60.1% | 0.17% | -22.8% |
ZTS | Sell | ZOETIS INCcl a | $4,092,417 | -48.6% | 23,522 | -49.1% | 0.17% | +6.4% |
JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $4,063,431 | -57.8% | 75,867 | -56.4% | 0.16% | -12.7% |
AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $4,065,275 | -48.1% | 55,491 | -46.7% | 0.16% | +7.1% |
QCOM | Sell | QUALCOMM INC | $4,016,679 | -47.8% | 36,168 | -44.1% | 0.16% | +7.9% |
IBTE | Sell | ISHARES TRibonds 24 trm ts | $4,000,855 | -60.7% | 167,821 | -60.8% | 0.16% | -19.0% |
NFLX | Sell | NETFLIX INC | $3,957,625 | -53.6% | 10,481 | -45.8% | 0.16% | -4.2% |
IUSV | Sell | ISHARES TRcore s&p us vlu | $3,938,374 | -52.3% | 52,779 | -50.0% | 0.16% | -1.2% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $3,956,481 | -51.9% | 20,314 | -49.2% | 0.16% | -0.6% |
ACM | Sell | AECOM | $3,901,788 | -50.7% | 46,987 | -49.7% | 0.16% | +1.3% |
AMAT | Sell | APPLIED MATLS INC | $3,831,219 | -48.3% | 27,673 | -46.1% | 0.16% | +6.2% |
AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $3,783,160 | -43.5% | 48,533 | -43.7% | 0.15% | +16.8% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,779,789 | -51.6% | 72,870 | -49.2% | 0.15% | 0.0% |
DAR | Sell | DARLING INGREDIENTS INC | $3,725,306 | -59.2% | 71,366 | -50.1% | 0.15% | -15.6% |
DHR | Sell | DANAHER CORPORATION | $3,691,011 | -47.5% | 14,877 | -49.2% | 0.15% | +8.7% |
GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $3,682,152 | -52.3% | 36,781 | -52.4% | 0.15% | -2.0% |
PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,645,551 | -51.3% | 110,503 | +153.8% | 0.15% | +0.7% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,602,755 | +174.9% | 87,808 | +177.7% | 0.15% | +461.5% |
SPTL | Sell | SPDR SER TRportfolio ln tsr | $3,553,620 | -43.3% | 135,894 | -35.2% | 0.14% | +17.1% |
ACWV | Sell | ISHARES INCmsci gbl min vol | $3,481,148 | -52.5% | 36,482 | -51.2% | 0.14% | -2.1% |
SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $3,426,273 | -50.7% | 106,241 | -48.4% | 0.14% | +1.5% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $3,424,505 | -49.3% | 33,306 | -43.9% | 0.14% | +4.5% |
Sell | LINDE PLC | $3,417,435 | -49.5% | 9,178 | -48.4% | 0.14% | +3.8% | |
TXN | Sell | TEXAS INSTRS INC | $3,307,615 | -60.2% | 20,801 | -54.9% | 0.13% | -17.8% |
GOVT | Sell | ISHARES TRus treas bd etf | $3,271,203 | -73.6% | 148,421 | -72.6% | 0.13% | -45.3% |
AMGN | Sell | AMGEN INC | $3,197,234 | -41.0% | 11,896 | -51.3% | 0.13% | +22.6% |
RAYC | Sell | ADVISORS INNER CIRCLE FD IIIrayliant quantam | $3,207,037 | -51.5% | 221,768 | -48.7% | 0.13% | 0.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $3,185,412 | -52.2% | 11,976 | -50.5% | 0.13% | -1.5% |
FDMT | Sell | 4D MOLECULAR THERAPEUTICS IN | $3,133,490 | -64.8% | 246,150 | -50.0% | 0.13% | -27.4% |
LRCX | Sell | LAM RESEARCH CORP | $3,081,293 | -51.4% | 4,916 | -50.2% | 0.12% | 0.0% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,067,996 | -54.6% | 19,745 | -52.6% | 0.12% | -6.8% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $3,050,264 | -50.3% | 32,210 | -51.8% | 0.12% | +2.5% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,045,767 | -51.8% | 14,221 | -48.2% | 0.12% | -0.8% |
IDEV | Sell | ISHARES TRcore msci intl | $3,023,355 | -45.6% | 51,876 | -42.9% | 0.12% | +12.8% |
ACLS | Sell | AXCELIS TECHNOLOGIES INC | $3,003,218 | -55.6% | 18,419 | -50.1% | 0.12% | -8.3% |
WM | Sell | WASTE MGMT INC DEL | $3,012,798 | -49.5% | 19,764 | -42.5% | 0.12% | +4.3% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,960,094 | -49.7% | 6,482 | -47.3% | 0.12% | +3.4% |
COWZ | Sell | PACER FDS TRus cash cows 100 | $2,941,018 | -34.2% | 59,499 | -36.2% | 0.12% | +35.2% |
AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $2,915,950 | -35.5% | 52,398 | -33.5% | 0.12% | +32.6% |
ASHR | Sell | DBX ETF TRxtrack hrvst csi | $2,836,174 | -49.5% | 109,042 | -48.0% | 0.12% | +4.5% |
GILD | Sell | GILEAD SCIENCES INC | $2,760,494 | -51.3% | 36,836 | -49.9% | 0.11% | +0.9% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $2,744,122 | +50.6% | 30,940 | +74.8% | 0.11% | +208.3% |
NSC | Sell | NORFOLK SOUTHN CORP | $2,739,351 | -56.9% | 13,910 | -50.4% | 0.11% | -11.2% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,716,337 | -53.2% | 40,135 | -50.9% | 0.11% | -3.5% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,642,997 | -63.0% | 45,538 | -59.2% | 0.11% | -23.6% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,624,370 | -45.0% | 18,705 | -47.6% | 0.11% | +12.8% |
MMM | Sell | 3M CO | $2,609,204 | -48.9% | 27,870 | -45.4% | 0.11% | +6.0% |
HYMB | Sell | SPDR SER TRnuveen bloomberg | $2,613,833 | -52.1% | 109,733 | -49.7% | 0.11% | -0.9% |
TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $2,579,908 | -50.7% | 142,694 | -49.6% | 0.10% | +1.9% |
AMP | Sell | AMERIPRISE FINL INC | $2,595,264 | -48.8% | 7,872 | -48.4% | 0.10% | +5.0% |
HYLB | Sell | DBX ETF TRxtrack usd high | $2,569,010 | -50.5% | 75,782 | -49.6% | 0.10% | +2.0% |
APP | Sell | APPLOVIN CORP | $2,527,230 | -57.5% | 63,244 | -72.6% | 0.10% | -12.8% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,503,493 | -55.5% | 60,442 | -52.9% | 0.10% | -8.2% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,504,131 | -51.4% | 46,789 | -49.0% | 0.10% | 0.0% |
EUSB | Sell | ISHARES TResg adv ttl usd | $2,482,495 | -36.6% | 60,771 | -33.9% | 0.10% | +31.2% |
CL | Sell | COLGATE PALMOLIVE CO | $2,483,969 | -54.1% | 34,932 | -50.3% | 0.10% | -4.7% |
EQR | Sell | EQUITY RESIDENTIALsh ben int | $2,475,797 | -55.8% | 42,170 | -50.4% | 0.10% | -9.1% |
CI | Sell | THE CIGNA GROUP | $2,442,694 | -45.1% | 8,538 | -46.2% | 0.10% | +13.8% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $2,424,848 | -38.5% | 25,019 | -38.1% | 0.10% | +27.3% |
IWD | Sell | ISHARES TRrus 1000 val etf | $2,399,214 | -55.6% | 15,803 | -53.8% | 0.10% | -8.5% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $2,345,143 | -53.1% | 97,959 | -51.8% | 0.10% | -3.1% |
SBUX | Sell | STARBUCKS CORP | $2,345,525 | -52.2% | 25,699 | -48.1% | 0.10% | -1.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $2,314,215 | -55.9% | 79,207 | -52.6% | 0.09% | -8.7% |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,299,333 | -47.2% | 21,651 | -45.1% | 0.09% | +8.1% |
SDY | Sell | SPDR SER TRs&p divid etf | $2,270,402 | -58.1% | 19,741 | -55.3% | 0.09% | -13.2% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,189,787 | -5.3% | 43,371 | -1.7% | 0.09% | +97.8% |
UBER | Sell | UBER TECHNOLOGIES INC | $2,194,459 | -67.8% | 47,716 | -78.0% | 0.09% | -33.6% |
VWOB | Sell | VANGUARD WHITEHALL FDSem mk gov bd etf | $2,206,491 | -48.4% | 37,297 | -45.7% | 0.09% | +6.0% |
HON | Sell | HONEYWELL INTL INC | $2,172,062 | -61.3% | 11,757 | -56.5% | 0.09% | -20.0% |
AME | Sell | AMETEK INC | $2,174,879 | -54.4% | 14,719 | -50.0% | 0.09% | -6.4% |
XAR | Sell | SPDR SER TRaerospace def | $2,142,455 | -36.3% | 19,112 | -30.9% | 0.09% | +31.8% |
ORCL | Sell | ORACLE CORP | $2,131,869 | -55.3% | 20,128 | -49.7% | 0.09% | -8.5% |
IWR | Sell | ISHARES TRrus mid cap etf | $2,062,867 | -52.8% | 29,789 | -50.2% | 0.08% | -2.3% |
EMR | Sell | EMERSON ELEC CO | $2,060,237 | -54.0% | 21,334 | -56.9% | 0.08% | -5.7% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $2,037,665 | -51.9% | 127,354 | -53.9% | 0.08% | 0.0% |
GIS | Sell | GENERAL MLS INC | $2,053,713 | -58.0% | 32,094 | -49.6% | 0.08% | -13.5% |
JNK | Sell | SPDR SER TRbloomberg high y | $2,026,228 | -48.7% | 22,414 | -47.8% | 0.08% | +5.1% |
VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $2,010,285 | -38.5% | 36,215 | -29.7% | 0.08% | +26.6% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $1,959,418 | -45.2% | 35,497 | -50.7% | 0.08% | +12.9% |
CVS | Sell | CVS HEALTH CORP | $1,948,140 | -59.8% | 27,902 | -60.2% | 0.08% | -16.8% |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,959,684 | -54.1% | 110,405 | -49.5% | 0.08% | -6.0% |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $1,927,785 | -48.5% | 36,134 | -46.9% | 0.08% | +6.8% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,917,273 | -55.5% | 43,348 | -53.5% | 0.08% | -8.2% |
EWJV | Buy | ISHARES TRmsci jp value | $1,899,003 | +10.9% | 66,515 | +6.3% | 0.08% | +126.5% |
SCZ | Sell | ISHARES TReafe sml cp etf | $1,846,387 | -51.9% | 32,697 | -49.7% | 0.08% | 0.0% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,841,860 | -35.2% | 44,640 | -32.1% | 0.08% | +33.9% |
SUSC | Sell | ISHARES TResg awre usd etf | $1,844,118 | -62.1% | 84,748 | -60.4% | 0.08% | -21.9% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,830,025 | -44.7% | 36,411 | -42.7% | 0.07% | +13.8% |
NVS | Sell | NOVARTIS AGsponsored adr | $1,765,098 | -49.7% | 17,329 | -50.2% | 0.07% | +4.3% |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,774,902 | -43.4% | 40,542 | -40.6% | 0.07% | +16.1% |
Sell | SHELL PLCspon ads | $1,772,012 | -45.9% | 27,524 | -50.2% | 0.07% | +12.5% | |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,750,932 | -57.3% | 25,591 | -56.0% | 0.07% | -12.3% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,716,800 | -41.8% | 18,993 | -47.8% | 0.07% | +20.7% |
SLB | Sell | SCHLUMBERGER LTD | $1,728,064 | -25.0% | 29,641 | -38.4% | 0.07% | +55.6% |
ESGD | Sell | ISHARES TResg aw msci eafe | $1,719,371 | -56.0% | 24,872 | -53.6% | 0.07% | -9.1% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $1,727,243 | -50.5% | 23,429 | -49.6% | 0.07% | +1.4% |
Sell | HASHICORP INC | $1,676,955 | -20.8% | 73,454 | -9.1% | 0.07% | +61.9% | |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $1,672,516 | -53.0% | 52,811 | -52.1% | 0.07% | -2.9% |
PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $1,641,770 | -52.1% | 89,862 | -48.9% | 0.07% | 0.0% |
BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $1,642,611 | -50.8% | 24,760 | -49.3% | 0.07% | +1.5% |
MO | Sell | ALTRIA GROUP INC | $1,661,208 | -54.3% | 39,506 | -50.7% | 0.07% | -5.6% |
MS | Sell | MORGAN STANLEY | $1,621,219 | -53.1% | 19,851 | -50.9% | 0.07% | -2.9% |
SUSB | Sell | ISHARES TResg awre 1 5 yr | $1,620,386 | -44.1% | 68,169 | -43.8% | 0.07% | +15.8% |
DBX | Buy | DROPBOX INCcl a | $1,624,842 | +113.0% | 59,671 | +108.6% | 0.07% | +340.0% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,615,411 | -48.7% | 6,871 | -46.5% | 0.06% | +4.8% |
VTC | Sell | VANGUARD SCOTTSDALE FDStotal corp bnd | $1,576,005 | -51.2% | 21,753 | -49.1% | 0.06% | +1.6% |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $1,569,859 | -40.1% | 17,140 | -36.8% | 0.06% | +25.5% |
Sell | AMERICAN CENTY ETF TRus large cap vlu | $1,568,275 | -45.9% | 29,770 | -45.2% | 0.06% | +12.3% | |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,573,260 | -55.1% | 16,192 | -50.0% | 0.06% | -7.2% |
T | Sell | AT&T INC | $1,587,073 | -55.6% | 105,663 | -52.8% | 0.06% | -8.6% |
AMT | Sell | AMERICAN TOWER CORP NEW | $1,527,059 | -57.6% | 9,286 | -50.0% | 0.06% | -12.7% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $1,528,709 | -62.5% | 3,724 | -57.8% | 0.06% | -22.5% |
TTE | Sell | TOTALENERGIES SEsponsored ads | $1,533,129 | -41.6% | 23,314 | -48.8% | 0.06% | +19.2% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $1,504,624 | -40.5% | 3,421 | -50.3% | 0.06% | +22.0% |
ISRG | Sell | INTUITIVE SURGICAL INC | $1,505,295 | -56.2% | 5,150 | -48.8% | 0.06% | -10.3% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,493,878 | -7.0% | 28,460 | -3.6% | 0.06% | +90.6% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,496,705 | -53.0% | 13,604 | -51.7% | 0.06% | -3.2% |
FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $1,516,795 | -51.8% | 16,469 | -49.6% | 0.06% | -1.6% |
SRE | Sell | SEMPRA | $1,455,140 | -56.4% | 21,390 | -6.7% | 0.06% | -10.6% |
PXD | Sell | PIONEER NAT RES CO | $1,418,204 | -43.0% | 6,179 | -50.7% | 0.06% | +16.3% |
NOW | Sell | SERVICENOW INC | $1,383,985 | -53.6% | 2,476 | -53.4% | 0.06% | -5.1% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $1,392,122 | -56.8% | 16,870 | -54.7% | 0.06% | -11.1% |
Sell | RBB FD INCus treas 3 mnth | $1,376,939 | -51.5% | 27,500 | -51.5% | 0.06% | 0.0% | |
TGT | Sell | TARGET CORP | $1,386,513 | -59.4% | 12,540 | -51.5% | 0.06% | -16.4% |
NOC | Sell | NORTHROP GRUMMAN CORP | $1,370,267 | -59.5% | 3,112 | -58.0% | 0.06% | -15.2% |
RIO | Sell | RIO TINTO PLCsponsored adr | $1,360,284 | -55.1% | 21,375 | -54.9% | 0.06% | -6.8% |
DGS | Sell | WISDOMTREE TRemg mkts smcap | $1,365,162 | -51.0% | 29,511 | -50.7% | 0.06% | 0.0% |
FLQH | Sell | FRANKLIN TEMPLETON ETF TRintl cor div til | $1,336,219 | -41.4% | 47,876 | -38.7% | 0.05% | +20.0% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,326,340 | -48.0% | 13,245 | -48.2% | 0.05% | +8.0% |
ESGE | Sell | ISHARES INCesg awr msci em | $1,320,253 | -62.4% | 43,601 | -60.7% | 0.05% | -21.7% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,335,649 | -51.2% | 14,334 | -49.2% | 0.05% | 0.0% |
OTIS | Sell | OTIS WORLDWIDE CORP | $1,322,352 | -55.6% | 16,466 | -50.7% | 0.05% | -6.9% |
INTU | Sell | INTUIT | $1,295,894 | -38.0% | 2,536 | -44.4% | 0.05% | +29.3% |
ENPH | Sell | ENPHASE ENERGY INC | $1,295,818 | -66.3% | 10,785 | -53.1% | 0.05% | -30.3% |
SUB | Sell | ISHARES TRshrt nat mun etf | $1,316,505 | -46.9% | 12,799 | -46.3% | 0.05% | +8.2% |
EWJ | Sell | ISHARES INCmsci jpn etf new | $1,300,294 | -43.8% | 21,567 | -43.7% | 0.05% | +17.8% |
Sell | LITMAN GREGORY FDS TRimgp dbi managed | $1,277,409 | -45.3% | 44,201 | -47.7% | 0.05% | +13.0% | |
SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $1,281,478 | -52.5% | 8,839 | -51.6% | 0.05% | -1.9% |
DVN | Sell | DEVON ENERGY CORP NEW | $1,289,866 | -48.9% | 27,041 | -49.2% | 0.05% | +4.0% |
MELI | Sell | MERCADOLIBRE INC | $1,266,614 | -44.7% | 999 | -48.3% | 0.05% | +13.3% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,263,552 | -65.7% | 25,180 | -65.7% | 0.05% | -29.2% |
GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $1,255,817 | -48.3% | 22,538 | -50.0% | 0.05% | +6.2% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $1,266,998 | -47.4% | 26,490 | -46.3% | 0.05% | +8.5% |
SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,249,929 | -53.2% | 27,037 | -52.3% | 0.05% | -1.9% |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $1,236,826 | -44.0% | 82,731 | -49.1% | 0.05% | +16.3% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,236,040 | -52.3% | 16,298 | -49.9% | 0.05% | -2.0% |
MU | Sell | MICRON TECHNOLOGY INC | $1,214,371 | -39.1% | 17,851 | -43.5% | 0.05% | +25.6% |
IGSB | Sell | ISHARES TR | $1,199,079 | -42.6% | 24,064 | -42.2% | 0.05% | +19.5% |
EFAV | Sell | ISHARES TRmsci eafe min vl | $1,204,587 | -48.2% | 18,470 | -46.4% | 0.05% | +6.5% |
Sell | GENERAL ELECTRIC CO | $1,220,296 | -52.3% | 11,039 | -52.6% | 0.05% | -2.0% | |
GM | Sell | GENERAL MTRS CO | $1,217,228 | -57.5% | 36,919 | -50.3% | 0.05% | -12.5% |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,197,239 | -76.2% | 20,316 | -73.9% | 0.05% | -50.5% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,218,108 | -54.5% | 17,987 | -51.9% | 0.05% | -7.5% |
ICSH | Sell | ISHARES TRblackrock ultra | $1,178,650 | -79.0% | 23,395 | -79.0% | 0.05% | -56.4% |
BA | Sell | BOEING CO | $1,179,023 | -52.9% | 6,151 | -48.1% | 0.05% | -2.0% |
BNL | Sell | BROADSTONE NET LEASE INC | $1,156,268 | -49.5% | 80,858 | -45.5% | 0.05% | +4.4% |
ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $1,148,782 | -54.3% | 15,272 | -52.4% | 0.05% | -4.1% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,151,437 | -32.5% | 11,145 | -30.7% | 0.05% | +38.2% |
BMRC | Sell | BANK MARIN BANCORP | $1,148,060 | -49.2% | 62,804 | -50.9% | 0.05% | +6.8% |
TJX | Sell | TJX COS INC NEW | $1,140,340 | -49.5% | 12,830 | -51.9% | 0.05% | +4.5% |
VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,136,555 | -52.0% | 17,050 | -50.1% | 0.05% | 0.0% |
DSI | Sell | ISHARES TRmsci kld400 soc | $1,143,974 | -50.3% | 14,052 | -48.6% | 0.05% | +2.2% |
EBND | Sell | SPDR SER TRbloomberg emergi | $1,081,489 | -52.9% | 54,538 | -49.7% | 0.04% | -2.2% |
FDX | Sell | FEDEX CORP | $1,073,969 | -57.1% | 4,054 | -59.8% | 0.04% | -10.2% |
VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,052,333 | -51.1% | 15,376 | -49.4% | 0.04% | +2.4% |
UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $1,070,904 | – | 36,021 | +100.0% | 0.04% | – |
Sell | BLACKSTONE SECD LENDING FD | $1,071,896 | -50.7% | 39,177 | -50.7% | 0.04% | 0.0% | |
AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $1,060,511 | -21.2% | 20,089 | -19.7% | 0.04% | +65.4% |
MATX | Sell | MATSON INC | $1,056,744 | -42.9% | 11,911 | -50.0% | 0.04% | +19.4% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,034,968 | -49.8% | 37,814 | -51.7% | 0.04% | +5.0% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,032,316 | -52.6% | 3,082 | -51.3% | 0.04% | -2.3% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,025,581 | -53.4% | 30,919 | -52.6% | 0.04% | -2.3% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,036,448 | -53.7% | 6,438 | -51.1% | 0.04% | -4.5% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,035,153 | -48.2% | 4,119 | -49.3% | 0.04% | +7.7% |
OKE | Buy | ONEOK INC NEW | $1,033,732 | +103.9% | 16,298 | +98.4% | 0.04% | +320.0% |
Sell | PROSHARES TRbitcoin strate | $1,009,242 | -62.1% | 73,080 | -53.4% | 0.04% | -21.2% | |
MDT | Sell | MEDTRONIC PLC | $1,012,240 | -54.8% | 12,918 | -49.1% | 0.04% | -6.8% |
PFF | Sell | ISHARES TRpfd and incm sec | $1,007,468 | -52.3% | 33,415 | -51.1% | 0.04% | 0.0% |
SPGI | Sell | S&P GLOBAL INC | $1,020,967 | -56.6% | 2,794 | -52.4% | 0.04% | -10.9% |
CSX | Sell | CSX CORP | $1,010,256 | -53.9% | 32,854 | -48.9% | 0.04% | -4.7% |
CTVA | Sell | CORTEVA INC | $983,112 | -61.8% | 19,216 | -57.2% | 0.04% | -21.6% |
YUM | Sell | YUM BRANDS INC | $989,719 | -54.5% | 7,922 | -49.5% | 0.04% | -7.0% |
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $986,700 | -49.0% | 19,562 | -46.3% | 0.04% | +5.3% |
C | Sell | CITIGROUP INC | $986,559 | -46.8% | 23,986 | -40.5% | 0.04% | +11.1% |
SPG | Sell | SIMON PPTY GROUP INC NEW | $958,641 | -55.0% | 8,873 | -51.9% | 0.04% | -7.1% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $956,783 | -56.2% | 28,501 | -55.1% | 0.04% | -9.3% |
MMC | Sell | MARSH & MCLENNAN COS INC | $958,002 | -51.5% | 5,034 | -52.0% | 0.04% | 0.0% |
MNST | Sell | MONSTER BEVERAGE CORP NEW | $953,683 | -54.0% | 18,011 | -50.1% | 0.04% | -4.9% |
FTNT | Sell | FORTINET INC | $974,264 | -58.8% | 16,603 | -47.0% | 0.04% | -15.2% |
IT | Sell | GARTNER INC | $967,950 | -50.6% | 2,817 | -49.7% | 0.04% | 0.0% |
MDB | Sell | MONGODB INCcl a | $967,371 | -55.9% | 2,797 | -47.5% | 0.04% | -9.3% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $927,147 | -29.8% | 18,219 | -29.9% | 0.04% | +46.2% |
TTD | Sell | THE TRADE DESK INC | $932,799 | -42.0% | 11,936 | -42.7% | 0.04% | +18.8% |
PYPL | Sell | PAYPAL HLDGS INC | $948,104 | -72.3% | 16,218 | -68.4% | 0.04% | -43.3% |
SHV | Sell | ISHARES TRshort treas bd | $944,618 | -66.6% | 8,551 | -66.6% | 0.04% | -32.1% |
KMB | Sell | KIMBERLY-CLARK CORP | $890,926 | -56.5% | 7,372 | -50.3% | 0.04% | -10.0% |
BDX | Sell | BECTON DICKINSON & CO | $897,708 | -42.9% | 3,472 | -41.7% | 0.04% | +16.1% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $886,607 | -29.7% | 484 | -18.0% | 0.04% | +44.0% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A | $880,057 | -45.4% | 5,691 | -43.4% | 0.04% | +12.5% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $873,989 | -52.0% | 17,532 | -50.2% | 0.04% | -2.8% |
PLD | Sell | PROLOGIS INC. | $862,953 | -54.0% | 7,691 | -49.7% | 0.04% | -5.4% |
SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $866,158 | -52.0% | 15,121 | -53.1% | 0.04% | 0.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $865,981 | -57.8% | 12,478 | -55.6% | 0.04% | -12.5% |
CB | Sell | CHUBB LIMITED | $843,873 | -47.0% | 4,054 | -50.9% | 0.03% | +9.7% |
IGM | Sell | ISHARES TRexpnd tec sc etf | $836,094 | -57.2% | 2,188 | -56.0% | 0.03% | -10.5% |
DUK | Sell | DUKE ENERGY CORP NEW | $828,701 | -40.1% | 9,389 | -39.1% | 0.03% | +25.9% |
PANW | Sell | PALO ALTO NETWORKS INC | $847,969 | -70.3% | 3,617 | -67.7% | 0.03% | -39.3% |
GSUS | Sell | GOLDMAN SACHS ETF TRmarketbeta us eq | $841,326 | -44.1% | 14,362 | -42.1% | 0.03% | +13.3% |
SYK | Sell | STRYKER CORPORATION | $814,888 | -54.3% | 2,982 | -49.0% | 0.03% | -5.7% |
GDX | Sell | VANECK ETF TRUSTgold miners etf | $808,484 | -71.0% | 30,044 | -67.6% | 0.03% | -40.0% |
BOH | Sell | BANK HAWAII CORP | $813,127 | -39.7% | 16,364 | -50.0% | 0.03% | +22.2% |
AMLP | New | ALPS ETF TRalerian mlp | $813,785 | – | 19,284 | +100.0% | 0.03% | – |
GCOR | Sell | GOLDMAN SACHS ETF TRaccess us agrat | $820,822 | -47.9% | 20,660 | -45.5% | 0.03% | +6.5% |
ANTM | Sell | ELEVANCE HEALTH INC | $810,299 | -57.3% | 1,861 | -56.4% | 0.03% | -10.8% |
EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $815,160 | -54.5% | 34,150 | -51.3% | 0.03% | -5.7% |
ANET | Sell | ARISTA NETWORKS INC | $813,523 | -36.0% | 4,423 | -43.6% | 0.03% | +32.0% |
URA | New | GLOBAL X FDSglobal x uranium | $806,630 | – | 29,831 | +100.0% | 0.03% | – |
ERTH | Sell | INVESCO EXCHANGE TRADED FD Tinvesco msci | $782,680 | -56.2% | 17,675 | -51.5% | 0.03% | -8.6% |
DBA | Sell | INVESCO DB MULTI-SECTOR COMMagriculture fd | $796,143 | -49.7% | 37,186 | -50.5% | 0.03% | +3.2% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $800,058 | -54.8% | 11,075 | -53.0% | 0.03% | -8.6% |
EXP | Sell | EAGLE MATLS INC | $795,212 | -54.0% | 4,775 | -48.5% | 0.03% | -5.9% |
DOW | Sell | DOW INC | $784,833 | -56.8% | 15,222 | -55.4% | 0.03% | -11.1% |
Sell | DIMENSIONAL ETF TRUSTus mktwide value | $795,252 | -61.0% | 23,376 | -60.5% | 0.03% | -20.0% | |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $789,690 | -65.5% | 14,109 | -64.6% | 0.03% | -28.9% |
BLK | Sell | BLACKROCK INC | $783,954 | -59.8% | 1,213 | -57.0% | 0.03% | -15.8% |
Buy | WISDOMTREE TRfloatng rat trea | $796,967 | +7.2% | 15,838 | +7.2% | 0.03% | +113.3% | |
UBS | Sell | UBS GROUP AG | $795,234 | -53.0% | 32,261 | -61.3% | 0.03% | -3.0% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $770,885 | -53.3% | 16,097 | -53.1% | 0.03% | -3.1% |
IBB | Sell | ISHARES TRishares biotech | $739,801 | -52.6% | 6,050 | -50.8% | 0.03% | -3.2% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $730,025 | -44.6% | 26,203 | -32.3% | 0.03% | +15.4% |
ESML | Sell | ISHARES TResg aware msci | $752,551 | -66.8% | 22,364 | -65.0% | 0.03% | -33.3% |
COIN | Sell | COINBASE GLOBAL INC | $746,520 | -65.5% | 9,943 | -67.1% | 0.03% | -28.6% |
SO | Sell | SOUTHERN CO | $731,825 | -66.3% | 11,308 | -63.4% | 0.03% | -30.2% |
ETN | Sell | EATON CORP PLC | $740,146 | -56.6% | 3,470 | -59.1% | 0.03% | -11.8% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $744,204 | -49.5% | 14,422 | -50.5% | 0.03% | +3.4% |
SJM | Sell | SMUCKER J M CO | $732,247 | -59.3% | 5,958 | -51.1% | 0.03% | -14.3% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $752,262 | -54.3% | 3,844 | -52.7% | 0.03% | -6.2% |
SOXX | Sell | ISHARES TRishares semicdtr | $733,684 | -53.3% | 1,549 | -50.0% | 0.03% | -3.2% |
PNC | Sell | PNC FINL SVCS GROUP INC | $747,145 | -47.4% | 6,086 | -46.0% | 0.03% | +7.1% |
COP | Sell | CONOCOPHILLIPS | $723,613 | -44.7% | 6,040 | -52.2% | 0.03% | +11.5% |
WST | Sell | WEST PHARMACEUTICAL SVSC INC | $704,649 | -51.5% | 1,878 | -50.5% | 0.03% | 0.0% |
DD | Sell | DUPONT DE NEMOURS INC | $724,397 | -53.8% | 9,711 | -55.7% | 0.03% | -6.5% |
FLTR | Buy | VANECK ETF TRUSTig floating rate | $705,996 | +72.8% | 27,916 | +72.5% | 0.03% | +262.5% |
KDP | Sell | KEURIG DR PEPPER INC | $719,411 | -49.6% | 22,788 | -50.1% | 0.03% | +3.6% |
DTE | Sell | DTE ENERGY CO | $711,580 | -59.6% | 7,167 | -55.3% | 0.03% | -17.1% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $711,608 | -42.6% | 9,461 | -35.7% | 0.03% | +20.8% |
ECL | Sell | ECOLAB INC | $716,572 | -53.3% | 4,230 | -48.5% | 0.03% | -3.3% |
USB | Sell | US BANCORP DEL | $698,203 | -49.4% | 21,119 | -49.4% | 0.03% | +3.7% |
MKL | Sell | MARKEL GROUP INC | $695,015 | -48.2% | 472 | -51.3% | 0.03% | +7.7% |
RIG | New | TRANSOCEAN LTD | $683,885 | – | 83,299 | +100.0% | 0.03% | – |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $701,504 | -53.4% | 11,932 | -50.2% | 0.03% | -6.7% |
WPC | Sell | WP CAREY INC | $685,650 | -60.1% | 12,679 | -50.1% | 0.03% | -17.6% |
Sell | DIMENSIONAL ETF TRUSTemerging mkts co | $656,056 | -47.3% | 28,145 | -45.6% | 0.03% | +12.5% | |
NVO | Buy | NOVO-NORDISK A Sadr | $669,988 | -37.8% | 7,367 | +10.7% | 0.03% | +28.6% |
MET | Sell | METLIFE INC | $655,817 | -42.7% | 10,425 | -48.5% | 0.03% | +22.7% |
IWY | Sell | ISHARES TRrus tp200 gr etf | $666,392 | -51.5% | 4,332 | -50.0% | 0.03% | 0.0% |
NEM | Sell | NEWMONT CORP | $675,032 | -62.1% | 18,269 | -56.3% | 0.03% | -22.9% |
WCLD | Sell | WISDOMTREE TR | $659,830 | -52.7% | 22,269 | -49.4% | 0.03% | 0.0% |
HASI | Sell | HANNON ARMSTRONG SUST INFR C | $669,048 | -59.4% | 31,559 | -52.1% | 0.03% | -15.6% |
SGOL | Sell | ABRDN GOLD ETF TRUST | $676,519 | -58.2% | 38,243 | -56.6% | 0.03% | -15.6% |
AFL | Sell | AFLAC INC | $672,753 | -45.8% | 8,766 | -50.7% | 0.03% | +12.5% |
XLI | Sell | SELECT SECTOR SPDR TRindl | $631,699 | -54.6% | 6,231 | -51.9% | 0.03% | -3.7% |
IQV | Sell | IQVIA HLDGS INC | $647,111 | -57.7% | 3,289 | -51.7% | 0.03% | -13.3% |
LOW | Sell | LOWES COS INC | $652,583 | -66.9% | 3,140 | -64.1% | 0.03% | -33.3% |
CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $649,485 | -49.2% | 14,309 | -37.2% | 0.03% | +4.0% |
BSX | Sell | BOSTON SCIENTIFIC CORP | $608,784 | -48.8% | 11,530 | -47.6% | 0.02% | +8.7% |
EQIX | Sell | EQUINIX INC | $604,647 | -52.1% | 832 | -48.3% | 0.02% | 0.0% |
XLC | Sell | SELECT SECTOR SPDR TR | $625,997 | -49.9% | 9,547 | -50.3% | 0.02% | 0.0% |
IFRA | Sell | ISHARES TRus infrastruc | $627,699 | -56.9% | 17,155 | -54.0% | 0.02% | -13.8% |
GSG | Sell | ISHARES S&P GSCI COMMODITY-unit ben int | $607,815 | -42.3% | 27,002 | -50.0% | 0.02% | +19.0% |
EEMS | Sell | ISHARES INCem mkt sm-cp etf | $621,449 | -49.0% | 11,382 | -50.0% | 0.02% | +4.2% |
BSM | Sell | BLACK STONE MINERALS L P | $620,401 | -26.3% | 36,007 | -31.8% | 0.02% | +47.1% |
EXAS | Sell | EXACT SCIENCES CORP | $579,936 | -62.6% | 8,501 | -48.5% | 0.02% | -20.0% |
ILMN | Sell | ILLUMINA INC | $586,460 | -60.1% | 4,272 | -45.5% | 0.02% | -17.2% |
USCI | New | UNITED STS COMMODITY INDEX F | $591,636 | – | 10,000 | +100.0% | 0.02% | – |
Sell | ANNALY CAPITAL MANAGEMENT IN | $590,700 | -16.3% | 31,404 | -10.9% | 0.02% | +71.4% | |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $602,028 | -51.9% | 6,391 | -50.0% | 0.02% | -4.0% |
NET | Sell | CLOUDFLARE INC | $594,971 | -36.6% | 9,438 | -34.3% | 0.02% | +33.3% |
EA | Sell | ELECTRONIC ARTS INC | $588,657 | -53.2% | 4,889 | -49.5% | 0.02% | -4.0% |
ARKK | Sell | ARK ETF TRinnovation etf | $586,481 | -54.6% | 14,784 | -49.4% | 0.02% | -4.0% |
TDW | Sell | TIDEWATER INC NEW | $582,845 | -31.7% | 8,201 | -46.7% | 0.02% | +41.2% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $600,061 | -57.3% | 13,059 | -56.3% | 0.02% | -14.3% |
BBJP | Sell | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $558,217 | -23.7% | 11,111 | -21.8% | 0.02% | +64.3% |
HYD | Sell | VANECK ETF TRUSThigh yld munietf | $575,545 | -51.2% | 11,729 | -48.9% | 0.02% | 0.0% |
HSIC | Sell | HENRY SCHEIN INC | $560,439 | -54.4% | 7,548 | -50.2% | 0.02% | -4.2% |
ASML | Sell | ASML HOLDING N V | $562,773 | -39.6% | 956 | -25.7% | 0.02% | +27.8% |
TDVG | Sell | T ROWE PRICE ETF INCprice div grwt | $571,444 | -51.7% | 17,813 | -49.8% | 0.02% | 0.0% |
CF | Sell | CF INDS HLDGS INC | $562,315 | -36.5% | 6,559 | -48.6% | 0.02% | +35.3% |
PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $565,543 | -52.5% | 7,087 | -49.7% | 0.02% | 0.0% |
BLDR | Sell | BUILDERS FIRSTSOURCE INC | $571,036 | -38.4% | 4,587 | -32.7% | 0.02% | +27.8% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $555,550 | -43.6% | 22,258 | -48.7% | 0.02% | +21.1% |
BAX | Sell | BAXTER INTL INC | $569,295 | -59.2% | 15,084 | -50.7% | 0.02% | -14.8% |
ACWX | Sell | ISHARES TRmsci acwi ex us | $568,090 | -52.2% | 12,084 | -50.0% | 0.02% | 0.0% |
EQT | Sell | EQT CORP | $574,937 | -49.7% | 14,168 | -50.8% | 0.02% | +4.5% |
HDV | Buy | ISHARES TRcore high dv etf | $557,542 | -0.8% | 5,638 | +1.1% | 0.02% | +109.1% |
Sell | GXO LOGISTICS INCORPORATED | $547,849 | -53.4% | 9,341 | -50.0% | 0.02% | -4.3% | |
SNPS | Sell | SYNOPSYS INC | $552,599 | -47.1% | 1,204 | -49.8% | 0.02% | +4.8% |
DVY | Sell | ISHARES TRselect divid etf | $554,211 | -72.2% | 5,148 | -70.7% | 0.02% | -43.6% |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $543,699 | -57.0% | 10,796 | -50.0% | 0.02% | -12.0% |
MPC | Sell | MARATHON PETE CORP | $545,563 | -35.1% | 3,605 | -50.0% | 0.02% | +29.4% |
GPC | Sell | GENUINE PARTS CO | $534,737 | -57.7% | 3,703 | -50.5% | 0.02% | -12.0% |
STEM | Sell | STEM INC | $547,384 | -62.6% | 129,100 | -49.6% | 0.02% | -24.1% |
CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $545,267 | -54.7% | 11,721 | -50.0% | 0.02% | -8.3% |
MCK | Sell | MCKESSON CORP | $541,388 | -49.5% | 1,245 | -50.4% | 0.02% | +4.8% |
BG | New | BUNGE LIMITED | $532,915 | – | 4,923 | +100.0% | 0.02% | – |
GD | Sell | GENERAL DYNAMICS CORP | $535,631 | -51.8% | 2,424 | -53.1% | 0.02% | 0.0% |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $552,776 | -59.8% | 20,727 | -57.9% | 0.02% | -18.5% |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $526,791 | -56.6% | 7,385 | -54.3% | 0.02% | -12.5% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $516,658 | -51.0% | 3,237 | -50.0% | 0.02% | 0.0% |
ACWI | Sell | ISHARES TRmsci acwi etf | $528,264 | -54.4% | 5,719 | -52.7% | 0.02% | -8.7% |
SHOP | Sell | SHOPIFY INCcl a | $529,002 | -53.4% | 9,694 | -44.8% | 0.02% | -4.5% |
IWN | Sell | ISHARES TRrus 2000 val etf | $523,004 | -54.3% | 3,858 | -52.6% | 0.02% | -8.7% |
KRBN | Sell | KRANESHARES TRglobal carb stra | $515,647 | -54.5% | 14,272 | -52.3% | 0.02% | -4.5% |
AON | Sell | AON PLC | $508,403 | -55.4% | 1,568 | -52.5% | 0.02% | -4.5% |
OKTA | Sell | OKTA INCcl a | $525,413 | -12.1% | 6,446 | -25.2% | 0.02% | +75.0% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $502,243 | -47.6% | 16,196 | -45.0% | 0.02% | +5.3% |
ROP | Sell | ROPER TECHNOLOGIES INC | $505,109 | -54.2% | 1,043 | -54.5% | 0.02% | -9.1% |
LEN | Sell | LENNAR CORPcl a | $484,954 | -54.3% | 4,321 | -49.0% | 0.02% | -4.8% |
IYK | Sell | ISHARES TRus consm staples | $484,926 | -54.8% | 2,600 | -51.5% | 0.02% | -4.8% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $486,486 | -47.3% | 2,475 | -50.7% | 0.02% | +11.1% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $495,182 | -54.6% | 1,424 | -54.0% | 0.02% | -4.8% |
ISCB | Sell | ISHARES TRmrgstr sm cp etf | $503,405 | -53.2% | 10,692 | -50.6% | 0.02% | -4.8% |
F | Sell | FORD MTR CO DEL | $484,124 | -53.0% | 38,979 | -42.7% | 0.02% | 0.0% |
SPXU | New | PROSHARES TRultrapro short s | $483,975 | – | 40,500 | +100.0% | 0.02% | – |
ARCC | Sell | ARES CAPITAL CORP | $477,233 | -48.6% | 24,511 | -50.4% | 0.02% | +5.6% |
Sell | RBB FD INCus treasry 12 mt | $463,571 | -50.0% | 9,290 | -50.0% | 0.02% | +5.6% | |
TWLO | Sell | TWILIO INCcl a | $457,808 | -60.2% | 7,822 | -56.7% | 0.02% | -17.4% |
TEX | Sell | TEREX CORP NEW | $476,426 | -51.9% | 8,268 | -50.0% | 0.02% | 0.0% |
KRYS | Buy | KRYSTAL BIOTECH INC | $473,628 | +14.7% | 4,083 | +16.1% | 0.02% | +137.5% |
HEFA | Sell | ISHARES TRhdg msci eafe | $472,510 | -32.0% | 15,698 | -29.9% | 0.02% | +35.7% |
ANSS | Sell | ANSYS INC | $459,418 | -53.8% | 1,544 | -48.7% | 0.02% | -5.0% |
VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $462,656 | -43.2% | 11,884 | -41.3% | 0.02% | +18.8% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $479,606 | -62.9% | 6,970 | -60.0% | 0.02% | -24.0% |
WABC | Sell | WESTAMERICA BANCORPORATION | $467,080 | -43.6% | 10,800 | -50.0% | 0.02% | +18.8% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $466,008 | -54.4% | 2,079 | -50.6% | 0.02% | -5.0% |
Sell | GE HEALTHCARE TECHNOLOGIES I | $467,249 | -46.2% | 6,867 | -35.8% | 0.02% | +11.8% | |
PSX | Sell | PHILLIPS 66 | $457,906 | -60.3% | 3,811 | -68.5% | 0.02% | -17.4% |
CPB | Sell | CAMPBELL SOUP CO | $451,891 | -56.3% | 11,000 | -51.3% | 0.02% | -10.0% |
ACI | Sell | ALBERTSONS COS INC | $440,313 | -56.5% | 19,354 | -58.3% | 0.02% | -10.0% |
UL | Sell | UNILEVER PLCspon adr new | $435,143 | -37.4% | 8,809 | -34.0% | 0.02% | +28.6% |
APD | Sell | AIR PRODS & CHEMS INC | $444,679 | -51.8% | 1,569 | -49.1% | 0.02% | 0.0% |
VEEV | Sell | VEEVA SYS INC | $434,570 | -45.1% | 2,136 | -46.6% | 0.02% | +12.5% |
New | SYLVAMO CORP | $446,035 | – | 10,151 | +100.0% | 0.02% | – | |
PGR | Sell | PROGRESSIVE CORP | $440,370 | -45.7% | 3,161 | -48.4% | 0.02% | +12.5% |
XBI | Sell | SPDR SER TRs&p biotech | $454,111 | -41.9% | 6,219 | -33.8% | 0.02% | +20.0% |
TMFC | Sell | RBB FD INCmotley fol etf | $451,996 | -51.8% | 11,501 | -50.0% | 0.02% | 0.0% |
GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $437,209 | -47.2% | 24,262 | -50.0% | 0.02% | +12.5% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $439,334 | -53.6% | 5,628 | -46.7% | 0.02% | -5.3% |
GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $425,830 | -54.9% | 14,180 | -53.0% | 0.02% | -10.5% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $415,454 | -51.6% | 13,675 | -50.0% | 0.02% | 0.0% |
HCA | Sell | HCA HEALTHCARE INC | $421,918 | -60.3% | 1,715 | -51.0% | 0.02% | -19.0% |
MGA | Sell | MAGNA INTL INC | $408,241 | -52.7% | 7,615 | -50.2% | 0.02% | 0.0% |
ATKR | Sell | ATKORE INC | $407,587 | -60.1% | 2,732 | -58.3% | 0.02% | -15.0% |
SNY | Sell | SANOFIsponsored adr | $424,030 | -50.5% | 7,905 | -50.3% | 0.02% | 0.0% |
Sell | MOBILEYE GLOBAL INC | $411,552 | -34.2% | 9,905 | -39.2% | 0.02% | +41.7% | |
Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $420,581 | -40.5% | 8,962 | -38.6% | 0.02% | +21.4% | |
JQUA | Sell | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $415,392 | -51.1% | 9,600 | -50.0% | 0.02% | 0.0% |
PBD | Sell | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $409,129 | -55.4% | 26,598 | -45.2% | 0.02% | -5.6% |
YUMC | Sell | YUM CHINA HLDGS INC | $422,153 | -49.4% | 7,576 | -48.7% | 0.02% | +6.2% |
IBTG | Sell | ISHARES TRibonds 26 trm ts | $416,774 | -60.0% | 18,548 | -59.7% | 0.02% | -15.0% |
PM | Sell | PHILIP MORRIS INTL INC | $426,816 | -68.4% | 4,610 | -66.7% | 0.02% | -37.0% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $415,496 | -55.9% | 8,567 | -48.7% | 0.02% | -10.5% |
DLTR | Sell | DOLLAR TREE INC | $412,814 | -51.4% | 3,878 | -34.5% | 0.02% | 0.0% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $424,733 | -55.8% | 7,463 | -51.3% | 0.02% | -10.5% |
INDA | New | ISHARES TRmsci india etf | $430,950 | – | 9,746 | +100.0% | 0.02% | – |
ET | Sell | ENERGY TRANSFER L P | $426,974 | -39.2% | 30,433 | -44.9% | 0.02% | +21.4% |
Sell | WARNER BROS DISCOVERY INC | $394,877 | -44.9% | 36,361 | -36.4% | 0.02% | +14.3% | |
SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $405,472 | -45.4% | 4,444 | -45.7% | 0.02% | +6.7% |
USIG | Sell | ISHARES TRusd inv grde etf | $405,415 | -53.1% | 8,434 | -51.1% | 0.02% | -5.9% |
Sell | DIMENSIONAL ETF TRUSTintl core equity | $392,233 | -51.9% | 16,798 | -50.0% | 0.02% | 0.0% | |
BKNG | Sell | BOOKING HOLDINGS INC | $403,998 | -44.2% | 131 | -51.1% | 0.02% | +14.3% |
KBA | Sell | KRANESHARES TRbosera msci chin | $394,366 | -52.3% | 17,350 | -51.4% | 0.02% | 0.0% |
GSST | New | GOLDMAN SACHS ETF TRaces ultra shr | $388,583 | – | 7,781 | +100.0% | 0.02% | – |
GPN | Sell | GLOBAL PMTS INC | $392,684 | -39.4% | 3,403 | -48.3% | 0.02% | +23.1% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $390,388 | -56.1% | 2,242 | -50.7% | 0.02% | -5.9% |
PRU | Sell | PRUDENTIAL FINL INC | $404,778 | -43.3% | 4,266 | -47.3% | 0.02% | +14.3% |
LBRT | Sell | LIBERTY ENERGY INC | $391,827 | -35.6% | 21,157 | -53.5% | 0.02% | +33.3% |
BHP | Sell | BHP GROUP LTDsponsored ads | $401,686 | -21.8% | 7,062 | -18.0% | 0.02% | +60.0% |
CLOU | Sell | GLOBAL X FDS | $387,211 | -52.3% | 20,564 | -49.8% | 0.02% | 0.0% |
SPLK | Sell | SPLUNK INC | $402,334 | -31.2% | 2,751 | -50.1% | 0.02% | +45.5% |
Sell | VANECK ETF TRUSTgreen metals etf | $389,223 | -57.0% | 15,582 | -53.4% | 0.02% | -11.1% | |
Sell | WORLD GOLD TRspdr gld minis | $398,091 | -28.9% | 10,859 | -26.1% | 0.02% | +45.5% | |
CCI | Sell | CROWN CASTLE INC | $397,053 | -66.5% | 4,314 | -58.6% | 0.02% | -30.4% |
AES | Sell | AES CORP | $388,364 | -50.9% | 25,551 | -33.0% | 0.02% | 0.0% |
WDAY | Sell | WORKDAY INCcl a | $399,406 | -53.0% | 1,859 | -50.6% | 0.02% | -5.9% |
O | Sell | REALTY INCOME CORP | $395,937 | -59.1% | 7,928 | -51.0% | 0.02% | -15.8% |
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $366,166 | -48.1% | 38,625 | -48.3% | 0.02% | +7.1% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $369,611 | -38.9% | 4,901 | -38.8% | 0.02% | +25.0% |
CTAS | Sell | CINTAS CORP | $382,452 | -41.8% | 795 | -39.9% | 0.02% | +15.4% |
ED | Sell | CONSOLIDATED EDISON INC | $381,813 | -56.7% | 4,464 | -54.2% | 0.02% | -11.8% |
DAL | Sell | DELTA AIR LINES INC DEL | $382,166 | -57.1% | 10,329 | -44.8% | 0.02% | -11.8% |
Sell | INVENTRUST PPTYS CORP | $361,031 | -53.1% | 15,163 | -54.4% | 0.02% | 0.0% | |
IOO | Sell | ISHARES TRglobal 100 etf | $369,569 | -49.7% | 5,046 | -47.8% | 0.02% | +7.1% |
IWV | Sell | ISHARES TRrussell 3000 etf | $362,867 | -68.4% | 1,481 | -67.2% | 0.02% | -34.8% |
ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $363,316 | -41.4% | 888 | -47.0% | 0.02% | +25.0% |
PDO | Sell | PIMCO DYNAMIC INCOME OPRNTS | $378,758 | -49.1% | 31,882 | -44.0% | 0.02% | 0.0% |
SPSB | Sell | SPDR SER TRportfolio short | $369,491 | -47.7% | 12,602 | -47.5% | 0.02% | +7.1% |
SOFI | Sell | SOFI TECHNOLOGIES INC | $367,636 | -47.2% | 46,012 | -44.9% | 0.02% | +7.1% |
SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $369,882 | -73.8% | 2,856 | -45.5% | 0.02% | -46.4% |
WMB | Sell | WILLIAMS COS INC | $367,671 | -35.3% | 10,913 | -37.4% | 0.02% | +36.4% |
LBTYK | Sell | LIBERTY GLOBAL PLC | $360,046 | -48.2% | 19,399 | -50.4% | 0.02% | +7.1% |
MSCI | Sell | MSCI INC | $334,015 | -48.5% | 651 | -52.9% | 0.01% | +7.7% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $354,567 | -69.9% | 3,513 | -68.1% | 0.01% | -39.1% |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $344,698 | -60.3% | 8,500 | -57.6% | 0.01% | -17.6% |
ABNB | Sell | AIRBNB INC | $348,514 | -56.2% | 2,540 | -59.1% | 0.01% | -12.5% |
Sell | RIVIAN AUTOMOTIVE INC | $356,382 | -32.8% | 14,678 | -53.9% | 0.01% | +40.0% | |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $334,730 | -64.1% | 3,974 | -62.8% | 0.01% | -22.2% |
NUE | Sell | NUCOR CORP | $350,563 | -55.5% | 2,242 | -53.3% | 0.01% | -6.7% |
MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $343,097 | – | 13,247 | +100.0% | 0.01% | – |
ITW | Sell | ILLINOIS TOOL WKS INC | $353,158 | -50.2% | 1,533 | -45.9% | 0.01% | 0.0% |
EAGG | New | ISHARES TResg awr us agrgt | $334,631 | – | 7,387 | +100.0% | 0.01% | – |
USXF | Sell | ISHARES TResg msci usa etf | $337,019 | -46.6% | 9,724 | -44.6% | 0.01% | +16.7% |
IWS | Sell | ISHARES TRrus mdcp val etf | $338,626 | -62.5% | 3,245 | -60.5% | 0.01% | -22.2% |
IVE | Sell | ISHARES TRs&p 500 val etf | $350,094 | -58.5% | 2,276 | -56.5% | 0.01% | -17.6% |
SQ | Sell | BLOCK INCcl a | $348,858 | -68.1% | 7,882 | -52.0% | 0.01% | -33.3% |
GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $354,797 | -51.5% | 4,216 | -50.0% | 0.01% | 0.0% |
KR | Sell | KROGER CO | $357,201 | -52.4% | 7,982 | -50.0% | 0.01% | -6.7% |
NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $352,149 | -53.4% | 10,113 | -50.5% | 0.01% | -6.7% |
IHF | Sell | ISHARES TRus hlthcr pr etf | $337,446 | -60.2% | 1,371 | -58.7% | 0.01% | -17.6% |
BNTX | Sell | BIONTECH SEsponsored ads | $348,351 | -49.8% | 3,206 | -50.1% | 0.01% | 0.0% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $347,493 | -43.3% | 9,957 | -42.6% | 0.01% | +16.7% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $355,851 | -49.4% | 2,126 | -55.6% | 0.01% | 0.0% |
OLED | Sell | UNIVERSAL DISPLAY CORP | $353,948 | -44.0% | 2,255 | -48.6% | 0.01% | +16.7% |
RACE | Sell | FERRARI N V | $314,159 | -54.8% | 1,063 | -50.2% | 0.01% | -7.1% |
IWP | Sell | ISHARES TRrus md cp gr etf | $324,489 | -66.1% | 3,552 | -64.1% | 0.01% | -31.6% |
DHI | Sell | D R HORTON INC | $309,185 | -59.7% | 2,876 | -54.3% | 0.01% | -13.3% |
TXG | Sell | 10X GENOMICS INC | $323,318 | -72.2% | 7,838 | -62.4% | 0.01% | -43.5% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $313,575 | -56.5% | 3,608 | -49.5% | 0.01% | -7.1% |
OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $309,099 | -53.2% | 6,743 | -50.0% | 0.01% | 0.0% |
Sell | COGNITION THERAPEUTICS INC | $321,840 | -60.7% | 223,500 | -50.0% | 0.01% | -18.8% | |
LCTU | Sell | BLACKROCK ETF TRUSTus carbon trans | $329,375 | -25.3% | 6,996 | -22.5% | 0.01% | +44.4% |
NJR | Sell | NEW JERSEY RES CORP | $319,632 | -55.9% | 7,867 | -48.7% | 0.01% | -7.1% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $322,569 | -64.5% | 4,656 | -51.7% | 0.01% | -27.8% |
MSTR | Sell | MICROSTRATEGY INCcl a new | $323,028 | -52.1% | 984 | -50.0% | 0.01% | 0.0% |
GRNB | Sell | VANECK ETF TRUSTgreen bond etf | $330,320 | -51.3% | 14,571 | -49.9% | 0.01% | 0.0% |
VLO | Sell | VALERO ENERGY CORP | $317,846 | -26.1% | 2,243 | -38.8% | 0.01% | +62.5% |
LULU | New | LULULEMON ATHLETICA INC | $326,612 | – | 847 | +100.0% | 0.01% | – |
EXC | Sell | EXELON CORP | $319,937 | -56.3% | 8,466 | -52.9% | 0.01% | -7.1% |
RF | Sell | REGIONS FINANCIAL CORP NEW | $332,298 | -52.7% | 19,320 | -51.0% | 0.01% | -7.1% |
XITK | Sell | SPDR SER TRfactst inv etf | $318,197 | -53.2% | 2,572 | -50.0% | 0.01% | 0.0% |
APTV | Sell | APTIV PLC | $331,559 | -56.8% | 3,363 | -55.2% | 0.01% | -13.3% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $311,476 | -29.1% | 1,558 | -27.4% | 0.01% | +44.4% |
KLAC | Sell | KLA CORP | $320,223 | -55.4% | 698 | -52.8% | 0.01% | -7.1% |
VRT | Sell | VERTIV HOLDINGS CO | $311,587 | -23.9% | 8,376 | -49.3% | 0.01% | +62.5% |
COG | Sell | COTERRA ENERGY INC | $313,881 | -41.7% | 11,603 | -45.4% | 0.01% | +18.2% |
ADI | Sell | ANALOG DEVICES INC | $330,863 | -55.0% | 1,890 | -49.9% | 0.01% | -7.1% |
HUM | Sell | HUMANA INC | $322,102 | -47.4% | 662 | -51.7% | 0.01% | +8.3% |
IAGG | Sell | ISHARES TRcore intl aggr | $316,307 | -50.4% | 6,484 | -49.9% | 0.01% | 0.0% |
ROK | Sell | ROCKWELL AUTOMATION INC | $310,495 | -60.2% | 1,086 | -54.1% | 0.01% | -13.3% |
AZO | Sell | AUTOZONE INC | $307,339 | -53.0% | 121 | -53.8% | 0.01% | -7.7% |
Sell | PLANET LABS PBC | $294,060 | -56.7% | 113,100 | -46.4% | 0.01% | -7.7% | |
PPLT | Sell | ABRDN PLATINUM ETF TRUST | $304,795 | -50.8% | 3,645 | -50.8% | 0.01% | 0.0% |
ABC | Sell | CENCORA INC | $302,530 | -59.2% | 1,681 | -56.3% | 0.01% | -20.0% |
IXC | Sell | ISHARES TRglobal energ etf | $305,885 | -43.5% | 7,414 | -49.1% | 0.01% | +9.1% |
KWEB | Sell | KRANESHARES TRcsi chi internet | $284,840 | -51.5% | 10,407 | -52.3% | 0.01% | 0.0% |
SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $286,129 | -53.7% | 5,718 | -53.3% | 0.01% | 0.0% |
ICF | Sell | ISHARES TRcohen steer reit | $308,133 | -56.6% | 6,143 | -51.9% | 0.01% | -14.3% |
HCAT | Sell | HEALTH CATALYST INC | $307,061 | -59.5% | 30,342 | -50.0% | 0.01% | -20.0% |
FAST | Sell | FASTENAL CO | $307,019 | -43.8% | 5,619 | -39.3% | 0.01% | +9.1% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $295,011 | -51.7% | 10,716 | -50.4% | 0.01% | 0.0% |
Sell | GSK PLCsponsored adr | $306,472 | -50.9% | 8,454 | -51.8% | 0.01% | 0.0% | |
A | Sell | AGILENT TECHNOLOGIES INC | $292,565 | -57.6% | 2,616 | -54.4% | 0.01% | -14.3% |
ADSK | Sell | AUTODESK INC | $289,466 | -55.1% | 1,399 | -55.6% | 0.01% | -7.7% |
CGNX | Sell | COGNEX CORP | $284,000 | -59.0% | 6,692 | -45.9% | 0.01% | -14.3% |
MLI | New | MUELLER INDS INC | $288,671 | – | 3,841 | +100.0% | 0.01% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $307,826 | – | 4,544 | +100.0% | 0.01% | – |
OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $288,088 | -40.0% | 6,661 | -48.2% | 0.01% | +33.3% |
HPQ | Sell | HP INC | $284,181 | -59.5% | 11,058 | -51.6% | 0.01% | -14.3% |
VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $304,089 | -51.0% | 3,479 | -48.4% | 0.01% | 0.0% |
FDVV | Sell | FIDELITY COVINGTON TRUSThigh divid etf | $302,700 | -51.4% | 7,844 | -50.0% | 0.01% | 0.0% |
AVT | New | AVNET INC | $306,055 | – | 6,351 | +100.0% | 0.01% | – |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $289,679 | -61.9% | 8,260 | -59.7% | 0.01% | -20.0% |
XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $285,434 | -55.5% | 8,405 | +358.3% | 0.01% | -7.7% |
HSY | Sell | HERSHEY CO | $291,116 | -66.9% | 1,455 | -58.7% | 0.01% | -29.4% |
BP | Sell | BP PLCsponsored adr | $296,667 | -45.3% | 7,662 | -50.1% | 0.01% | +9.1% |
SYY | Sell | SYSCO CORP | $292,583 | -70.7% | 4,430 | -67.1% | 0.01% | -40.0% |
BST | Sell | BLACKROCK SCIENCE & TECHNOLO | $288,139 | -56.2% | 9,173 | -52.0% | 0.01% | -7.7% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $305,290 | -52.6% | 7,790 | -50.0% | 0.01% | -7.7% |
FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $267,820 | -52.2% | 1,830 | -50.0% | 0.01% | 0.0% |
ATVI | Sell | ACTIVISION BLIZZARD INC | $271,782 | -45.9% | 2,902 | -51.3% | 0.01% | +10.0% |
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $267,017 | – | 4,314 | +100.0% | 0.01% | – |
PCAR | Sell | PACCAR INC | $269,796 | -34.7% | 3,173 | -35.8% | 0.01% | +37.5% |
FDS | Sell | FACTSET RESH SYS INC | $267,172 | -44.8% | 611 | -49.4% | 0.01% | +10.0% |
FSK | Sell | FS KKR CAP CORP | $276,960 | -48.7% | 14,066 | -50.0% | 0.01% | 0.0% |
JCI | Sell | JOHNSON CTLS INTL PLC | $267,160 | -65.1% | 5,021 | -55.3% | 0.01% | -26.7% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $270,587 | -48.4% | 1,888 | -46.5% | 0.01% | +10.0% |
IGT | Sell | INTERNATIONAL GAME TECHNOLOG | $281,127 | -52.5% | 9,272 | -50.0% | 0.01% | -8.3% |
DOCS | Sell | DOXIMITY INCcl a | $282,778 | -68.9% | 13,326 | -50.1% | 0.01% | -38.9% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $264,525 | -34.3% | 1,129 | -34.3% | 0.01% | +37.5% |
CHD | Sell | CHURCH & DWIGHT CO INC | $265,883 | -54.1% | 2,902 | -49.7% | 0.01% | 0.0% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC | $281,693 | -44.9% | 2,644 | -53.5% | 0.01% | +10.0% |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $275,386 | -57.1% | 303 | -54.9% | 0.01% | -15.4% |
TFI | Sell | SPDR SER TRnuveen blmbrg mu | $265,041 | -72.5% | 6,065 | -71.0% | 0.01% | -42.1% |
WYNN | New | WYNN RESORTS LTD | $280,008 | – | 3,030 | +100.0% | 0.01% | – |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $280,678 | -52.3% | 5,788 | -50.3% | 0.01% | -8.3% |
New | JACOBS SOLUTIONS INC | $282,830 | – | 2,072 | +100.0% | 0.01% | – | |
SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $266,845 | -71.2% | 5,566 | -70.4% | 0.01% | -38.9% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $269,819 | -54.4% | 3,435 | -51.9% | 0.01% | -8.3% |
IEZ | Sell | ISHARES TRus oil eq&sv etf | $276,099 | -40.3% | 11,485 | -50.0% | 0.01% | +22.2% |
USRT | Sell | ISHARES TRcre u s reit etf | $264,142 | -54.1% | 5,599 | -50.0% | 0.01% | 0.0% |
STAA | New | STAAR SURGICAL CO | $264,585 | – | 6,585 | +100.0% | 0.01% | – |
BCI | Sell | ABRDN ETFS | $271,918 | -69.2% | 12,881 | -70.6% | 0.01% | -35.3% |
URTH | Sell | ISHARES INCmsci world etf | $270,863 | -51.7% | 2,254 | -50.0% | 0.01% | 0.0% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $271,700 | -51.2% | 24,813 | -49.4% | 0.01% | 0.0% |
XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $274,158 | -50.1% | 3,404 | -50.0% | 0.01% | 0.0% |
THO | Sell | THOR INDS INC | $271,121 | -54.4% | 2,850 | -50.3% | 0.01% | -8.3% |
SFYF | Sell | TIDAL ETF TRsofi social 50 | $282,806 | -52.0% | 10,637 | -50.0% | 0.01% | -8.3% |
TM | New | TOYOTA MOTOR CORPads | $266,235 | – | 1,481 | +100.0% | 0.01% | – |
HMC | New | HONDA MOTOR LTD | $278,673 | – | 8,284 | +100.0% | 0.01% | – |
HAL | New | HALLIBURTON CO | $266,187 | – | 6,572 | +100.0% | 0.01% | – |
GL | Sell | GLOBE LIFE INC | $263,887 | -50.1% | 2,427 | -49.6% | 0.01% | +10.0% |
ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $260,278 | -52.1% | 5,902 | -50.0% | 0.01% | 0.0% |
TXT | New | TEXTRON INC | $241,609 | – | 3,092 | +100.0% | 0.01% | – |
PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $253,877 | -51.5% | 8,275 | +147.3% | 0.01% | 0.0% |
DKS | Sell | DICKS SPORTING GOODS INC | $248,215 | -59.5% | 2,286 | -50.7% | 0.01% | -16.7% |
AJG | New | GALLAGHER ARTHUR J & CO | $247,923 | – | 1,088 | +100.0% | 0.01% | – |
AIRC | New | APARTMENT INCOME REIT CORP | $256,560 | – | 8,357 | +100.0% | 0.01% | – |
VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $256,215 | -52.7% | 3,586 | -49.9% | 0.01% | -9.1% |
IGIB | New | ISHARES TR | $252,104 | – | 5,182 | +100.0% | 0.01% | – |
MXI | Sell | ISHARES TRglobal mater etf | $255,199 | -49.4% | 3,251 | -47.2% | 0.01% | 0.0% |
RE | New | EVEREST GROUP LTD | $236,583 | – | 637 | +100.0% | 0.01% | – |
APA | New | APA CORPORATION | $253,772 | – | 6,174 | +100.0% | 0.01% | – |
TT | Sell | TRANE TECHNOLOGIES PLC | $252,623 | -77.0% | 1,245 | -78.3% | 0.01% | -54.5% |
IBDR | Sell | ISHARES TRibonds dec2026 | $257,128 | -56.2% | 11,019 | -56.0% | 0.01% | -16.7% |
FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $240,428 | -52.5% | 5,717 | -50.1% | 0.01% | 0.0% |
ISVL | Sell | ISHARES TRintl dev sml cp | $235,221 | -51.4% | 7,657 | -50.0% | 0.01% | 0.0% |
NKX | Sell | NUVEEN CALIFORNIA AMT QLT MU | $253,966 | -55.5% | 24,753 | -50.0% | 0.01% | -9.1% |
DMXF | Sell | ISHARES TResg eafe etf | $242,518 | -48.5% | 4,248 | -45.1% | 0.01% | +11.1% |
Sell | WOLFSPEED INC | $235,991 | -54.0% | 6,194 | -32.9% | 0.01% | 0.0% | |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $236,966 | -62.4% | 1,791 | -52.5% | 0.01% | -16.7% |
URI | Sell | UNITED RENTALS INC | $241,453 | -50.5% | 543 | -50.4% | 0.01% | 0.0% |
KSS | Sell | KOHLS CORP | $235,929 | -56.4% | 11,256 | -52.1% | 0.01% | -9.1% |
CDW | New | CDW CORP | $238,186 | – | 1,181 | +100.0% | 0.01% | – |
SAP | Sell | SAP SEspon adr | $249,855 | -52.6% | 1,932 | -49.8% | 0.01% | 0.0% |
VALE | Sell | VALE S Asponsored ads | $237,032 | -80.2% | 17,689 | -80.2% | 0.01% | -58.3% |
MRO | New | MARATHON OIL CORP | $258,203 | – | 9,652 | +100.0% | 0.01% | – |
VRSN | Sell | VERISIGN INC | $255,592 | -54.8% | 1,262 | -49.5% | 0.01% | -9.1% |
ALL | Sell | ALLSTATE CORP | $250,733 | -47.5% | 2,251 | -48.6% | 0.01% | +11.1% |
PWR | Sell | QUANTA SVCS INC | $241,056 | -57.7% | 1,289 | -55.6% | 0.01% | -9.1% |
ADC | New | AGREE RLTY CORP | $249,188 | – | 4,511 | +100.0% | 0.01% | – |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $244,982 | -50.5% | 5,393 | -50.5% | 0.01% | 0.0% |
CELH | New | CELSIUS HLDGS INC | $252,080 | – | 1,469 | +100.0% | 0.01% | – |
BFB | Sell | BROWN FORMAN CORPcl b | $239,240 | -57.5% | 4,147 | -50.8% | 0.01% | -9.1% |
DIV | Sell | GLOBAL X FDSglobx supdv us | $251,346 | -51.5% | 15,520 | -50.0% | 0.01% | 0.0% |
TMUS | Sell | T-MOBILE US INC | $247,759 | -42.4% | 1,769 | -42.9% | 0.01% | +25.0% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $240,814 | -57.9% | 10,828 | -46.1% | 0.01% | -9.1% |
BK | New | BANK NEW YORK MELLON CORP | $236,419 | – | 5,543 | +100.0% | 0.01% | – |
BCD | Sell | ABRDN ETFS | $255,530 | -98.1% | 7,725 | -98.2% | 0.01% | -96.3% |
OEF | Sell | ISHARES TRs&p 100 etf | $245,985 | -61.0% | 1,226 | -59.8% | 0.01% | -16.7% |
ILCB | Sell | ISHARES TRmorningstr us eq | $241,683 | -51.8% | 4,104 | -50.0% | 0.01% | 0.0% |
CLX | Sell | CLOROX CO DEL | $237,837 | -74.7% | 1,815 | -69.3% | 0.01% | -44.4% |
Sell | APOLLO GLOBAL MGMT INC | $235,127 | -42.4% | 2,620 | -50.7% | 0.01% | +25.0% | |
PSI | Buy | INVESCO EXCHANGE TRADED FD Tsemiconductors | $257,314 | -53.1% | 6,012 | +50.0% | 0.01% | -9.1% |
MPWR | Sell | MONOLITHIC PWR SYS INC | $212,520 | -50.9% | 460 | -42.6% | 0.01% | 0.0% |
NRGX | Sell | PIMCO ENERGY & TACTICAL CR O | $230,028 | -37.1% | 11,600 | -50.0% | 0.01% | +28.6% |
ON | Sell | ON SEMICONDUCTOR CORP | $212,483 | -53.0% | 2,286 | -52.2% | 0.01% | 0.0% |
New | OAKTREE SPECIALTY LENDING CO | $212,749 | – | 10,574 | +100.0% | 0.01% | – | |
SPYG | New | SPDR SER TRprtflo s&p500 gw | $226,142 | – | 3,815 | +100.0% | 0.01% | – |
NWN | Sell | NORTHWEST NAT HLDG CO | $220,374 | -53.3% | 5,775 | -47.3% | 0.01% | 0.0% |
MRNA | Sell | MODERNA INC | $229,252 | -60.8% | 2,220 | -53.9% | 0.01% | -25.0% |
SDGR | Sell | SCHRODINGER INC | $220,817 | -67.7% | 7,811 | -43.0% | 0.01% | -30.8% |
LBAI | Sell | LAKELAND BANCORP INC | $230,567 | -52.7% | 18,270 | -49.8% | 0.01% | -10.0% |
LPLA | New | LPL FINL HLDGS INC | $216,029 | – | 909 | +100.0% | 0.01% | – |
New | KENVUE INC | $217,046 | – | 10,809 | +100.0% | 0.01% | – | |
SMMD | Sell | ISHARES TRrusel 2500 etf | $210,032 | -63.7% | 3,853 | -61.7% | 0.01% | -18.2% |
XT | Sell | ISHARES TRexponential tech | $223,824 | -50.8% | 4,287 | -47.7% | 0.01% | 0.0% |
TLH | Sell | ISHARES TR10-20 yr trs etf | $211,415 | -92.4% | 2,147 | -91.5% | 0.01% | -83.6% |
STT | Sell | STATE STR CORP | $214,375 | -53.6% | 3,202 | -49.3% | 0.01% | 0.0% |
EZU | Sell | ISHARES INCmsci eurzone etf | $234,348 | -57.8% | 5,548 | -54.3% | 0.01% | -18.2% |
PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $219,202 | -51.6% | 5,036 | -50.0% | 0.01% | 0.0% |
IDXX | New | IDEXX LABS INC | $215,574 | – | 493 | +100.0% | 0.01% | – |
TFC | Sell | TRUIST FINL CORP | $222,226 | -56.2% | 7,767 | -53.6% | 0.01% | -10.0% |
ULTA | Sell | ULTA BEAUTY INC | $210,511 | -56.8% | 527 | -49.1% | 0.01% | -10.0% |
HIG | Sell | HARTFORD FINL SVCS GROUP INC | $217,008 | -50.9% | 3,061 | -50.1% | 0.01% | 0.0% |
Sell | HARBOR ETF TRUSTdividend gth lea | $227,459 | -51.6% | 18,721 | -49.8% | 0.01% | 0.0% | |
GDXJ | New | VANECK ETF TRUSTjunior gold mine | $214,587 | – | 6,658 | +100.0% | 0.01% | – |
FNV | Sell | FRANCO NEV CORP | $215,720 | -76.0% | 1,616 | -74.3% | 0.01% | -50.0% |
FISV | Sell | FISERV INC | $217,560 | -50.4% | 1,926 | -44.6% | 0.01% | 0.0% |
FFIN | Sell | FIRST FINL BANKSHARES INC | $226,080 | -56.2% | 9,000 | -50.4% | 0.01% | -10.0% |
FIS | New | FIDELITY NATL INFORMATION SV | $231,540 | – | 4,189 | +100.0% | 0.01% | – |
ENB | Sell | ENBRIDGE INC | $227,039 | -57.9% | 6,785 | -53.2% | 0.01% | -18.2% |
EOG | Sell | EOG RES INC | $230,323 | -44.8% | 1,817 | -57.9% | 0.01% | +12.5% |
DASH | Sell | DOORDASH INCcl a | $211,311 | -53.6% | 2,659 | -55.4% | 0.01% | 0.0% |
DG | Sell | DOLLAR GEN CORP NEW | $214,540 | -59.1% | 2,027 | -34.4% | 0.01% | -10.0% |
COF | Sell | CAPITAL ONE FINL CORP | $226,284 | -56.9% | 2,332 | -51.4% | 0.01% | -10.0% |
AMPH | Sell | AMPHASTAR PHARMACEUTICALS IN | $219,970 | -59.9% | 4,783 | -49.9% | 0.01% | -18.2% |
FERG | Sell | FERGUSON PLC NEW | $230,598 | -46.3% | 1,402 | -48.6% | 0.01% | +12.5% |
ALC | Sell | ALCON AG | $233,746 | -55.0% | 3,033 | -52.1% | 0.01% | -10.0% |
BTAL | Sell | AGF INVTS TRus market netrl | $225,093 | -92.0% | 11,334 | -92.5% | 0.01% | -83.6% |
RCL | Sell | ROYAL CARIBBEAN GROUP | $231,179 | -62.4% | 2,509 | -57.7% | 0.01% | -25.0% |
PAYX | Sell | PAYCHEX INC | $227,981 | -67.3% | 1,977 | -68.2% | 0.01% | -35.7% |
ZUO | Sell | ZUORA INC | $194,884 | -63.0% | 23,651 | -50.7% | 0.01% | -20.0% |
AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $205,946 | – | 3,560 | +100.0% | 0.01% | – |
DEO | Sell | DIAGEO PLCspon adr new | $204,749 | -54.0% | 1,372 | -46.4% | 0.01% | -11.1% |
ALB | New | ALBEMARLE CORP | $206,266 | – | 1,213 | +100.0% | 0.01% | – |
MSI | Sell | MOTOROLA SOLUTIONS INC | $209,090 | -62.5% | 768 | -59.6% | 0.01% | -27.3% |
XOP | New | SPDR SER TRs&p oilgas exp | $203,376 | – | 1,375 | +100.0% | 0.01% | – |
IYR | Sell | ISHARES TRu.s. real es etf | $203,164 | -77.0% | 2,600 | -74.5% | 0.01% | -52.9% |
IAK | New | ISHARES TRu.s. insrnce etf | $202,730 | – | 2,212 | +100.0% | 0.01% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $208,511 | – | 3,771 | +100.0% | 0.01% | – |
IBDS | Sell | ISHARES TRibonds 27 etf | $206,383 | -50.7% | 8,919 | -50.0% | 0.01% | 0.0% |
KEY | Sell | KEYCORP | $185,096 | -50.3% | 17,202 | -57.3% | 0.01% | +14.3% |
DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $207,178 | -59.1% | 3,947 | -57.3% | 0.01% | -20.0% |
ORCC | Sell | BLUE OWL CAPITAL CORPORATION | $198,565 | -47.3% | 14,337 | -49.0% | 0.01% | +14.3% |
BACPRL | Sell | BANK AMERICA CORP7.25%cnv pfd l | $200,198 | -52.5% | 180 | -50.0% | 0.01% | 0.0% |
IRM | New | IRON MTN INC DEL | $209,241 | – | 3,520 | +100.0% | 0.01% | – |
RS | Sell | RELIANCE STEEL & ALUMINUM CO | $200,687 | -58.5% | 765 | -57.0% | 0.01% | -20.0% |
PPG | Sell | PPG INDS INC | $201,666 | -57.0% | 1,554 | -50.9% | 0.01% | -11.1% |
MUC | Sell | BLACKROCK MUNIHLDNGS CALI QL | $198,112 | -77.0% | 20,723 | -73.9% | 0.01% | -52.9% |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $209,602 | -55.4% | 2,126 | -49.9% | 0.01% | -11.1% |
NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $174,796 | – | 18,497 | +100.0% | 0.01% | – |
IVZ | Sell | INVESCO LTD | $167,838 | -57.1% | 11,559 | -50.3% | 0.01% | -12.5% |
TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $171,962 | – | 11,116 | +100.0% | 0.01% | – |
ICLN | Sell | ISHARES TRgl clean ene etf | $184,329 | -59.1% | 12,608 | -48.6% | 0.01% | -22.2% |
NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $159,592 | -57.5% | 16,538 | -51.9% | 0.01% | -14.3% |
QURE | Sell | UNIQURE NV | $139,226 | -70.3% | 20,749 | -49.3% | 0.01% | -33.3% |
NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $141,070 | -55.9% | 13,683 | -49.9% | 0.01% | 0.0% |
FHN | Sell | FIRST HORIZON CORPORATION | $141,366 | -59.0% | 12,828 | -58.1% | 0.01% | -14.3% |
BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $118,479 | – | 14,718 | +100.0% | 0.01% | – |
VTRS | Sell | VIATRIS INC | $129,756 | -49.3% | 13,160 | -48.6% | 0.01% | 0.0% |
TFSL | Sell | TFS FINL CORP | $125,659 | -52.6% | 10,631 | -49.6% | 0.01% | 0.0% |
LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $111,348 | -2.7% | 52,276 | +0.5% | 0.01% | +150.0% |
Sell | NEXTNAV INC | $116,164 | -12.6% | 22,600 | -50.0% | 0.01% | +66.7% | |
GNT | Sell | GAMCO NAT RES GOLD & INCOMEsh ben int | $123,969 | -50.8% | 25,095 | -50.0% | 0.01% | 0.0% |
HNNA | Sell | HENNESSY ADVISORS INC | $110,894 | -54.9% | 16,308 | -53.1% | 0.00% | -20.0% |
NCA | Sell | NUVEEN CALIFORNIA MUNI VLU F | $86,698 | -52.0% | 10,560 | -50.0% | 0.00% | 0.0% |
BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $110,627 | -54.4% | 14,537 | -50.0% | 0.00% | -20.0% |
JPS | Sell | NUVEEN PFD & INCOME SECS FD | $89,243 | -51.6% | 14,464 | -50.0% | 0.00% | 0.0% |
ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $104,641 | -49.4% | 13,915 | -47.5% | 0.00% | 0.0% |
Sell | HALEON PLCspon ads | $89,764 | -53.8% | 10,776 | -53.5% | 0.00% | 0.0% | |
BGY | Sell | BLACKROCK ENHANCED INTL DIV | $87,130 | -58.1% | 17,461 | -54.3% | 0.00% | 0.0% |
PTON | Sell | PELOTON INTERACTIVE INC | $107,883 | -89.0% | 21,363 | -83.2% | 0.00% | -78.9% |
MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $101,530 | -34.4% | 27,816 | -46.2% | 0.00% | +33.3% |
AGNC | Sell | AGNC INVT CORP | $110,624 | -52.8% | 11,719 | -49.4% | 0.00% | -20.0% |
JQC | New | NUVEEN CR STRATEGIES INCOME | $61,884 | – | 12,230 | +100.0% | 0.00% | – |
TEF | New | TELEFONICA S Asponsored adr | $71,110 | – | 17,472 | +100.0% | 0.00% | – |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $79,301 | -59.5% | 17,544 | -59.4% | 0.00% | -25.0% |
KRO | Sell | KRONOS WORLDWIDE INC | $85,250 | -55.6% | 11,000 | -50.0% | 0.00% | -25.0% |
ADMA | Sell | ADMA BIOLOGICS INC | $40,271 | -56.0% | 11,249 | -54.7% | 0.00% | 0.0% |
DIBS | New | 1STDIBS COM INC | $40,040 | – | 11,000 | +100.0% | 0.00% | – |
NRO | Sell | NEUBERGER BERMAN REAL ESTATE | $55,142 | -58.3% | 19,764 | -54.6% | 0.00% | -33.3% |
NMR | Sell | NOMURA HLDGS INCsponsored adr | $57,402 | -40.2% | 14,279 | -43.1% | 0.00% | 0.0% |
Sell | ADVISORSHARES TRpsychedelics etf | $20,566 | -56.7% | 12,774 | -50.0% | 0.00% | 0.0% | |
Sell | NEXTDOOR HOLDINGS INC | $23,660 | -72.1% | 13,000 | -50.0% | 0.00% | -50.0% | |
Sell | NEXTNAV INC*w exp 10/28/202 | $36,875 | -10.7% | 29,500 | -50.0% | 0.00% | 0.0% | |
Exit | WEWORK INC*w exp 10/20/202 | $0 | – | -35,000 | -100.0% | 0.00% | – | |
Sell | MARKFORGED HOLDING CORPORATI*w exp 07/14/202 | $7,362 | -41.8% | 60,846 | -50.0% | 0.00% | – | |
Sell | NUTEX HEALTH INC | $3,330 | -71.5% | 16,444 | -40.8% | 0.00% | – | |
Sell | NUSCALE PWR CORP*w exp 05/02/202 | $6,600 | -73.8% | 10,000 | -50.0% | 0.00% | – | |
EGHT | Sell | 8X8 INC NEW | $1,875 | -96.4% | 25,000 | -54.1% | 0.00% | -100.0% |
AMRS | Exit | AMYRIS INC | $0 | – | -71,400 | -100.0% | -0.00% | – |
Exit | SCILEX HOLDING CO*w exp 11/10/202 | $0 | – | -22,184 | -100.0% | -0.00% | – | |
PIM | Exit | PUTNAM MASTER INTER INCOME Tsh ben int | $0 | – | -26,000 | -100.0% | -0.00% | – |
SFIX | Exit | STITCH FIX INC | $0 | – | -24,200 | -100.0% | -0.00% | – |
ESRT | Exit | EMPIRE ST RLTY TR INCcl a | $0 | – | -20,598 | -100.0% | -0.00% | – |
LUNA | Exit | LUNA INNOVATIONS INC | $0 | – | -23,200 | -100.0% | -0.00% | – |
ECF | Exit | ELLSWORTH GROWTH & INCOME FD | $0 | – | -23,790 | -100.0% | -0.00% | – |
Exit | ENVIVA INC | $0 | – | -22,032 | -100.0% | -0.01% | – | |
WOOF | Exit | PETCO HEALTH & WELLNESS CO I | $0 | – | -25,950 | -100.0% | -0.01% | – |
GLAD | Exit | GLADSTONE CAPITAL CORP | $0 | – | -30,000 | -100.0% | -0.01% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -12,942 | -100.0% | -0.01% | – |
IGV | Exit | ISHARES TRexpanded tech | $0 | – | -1,158 | -100.0% | -0.01% | – |
DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -7,566 | -100.0% | -0.01% | – |
GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -7,900 | -100.0% | -0.01% | – |
AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -8,250 | -100.0% | -0.01% | – |
ACIO | Exit | ETF SER SOLUTIONSaptus collrd inv | $0 | – | -12,868 | -100.0% | -0.01% | – |
MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2,990 | -100.0% | -0.01% | – |
TTEK | Exit | TETRA TECH INC NEW | $0 | – | -2,558 | -100.0% | -0.01% | – |
APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -4,868 | -100.0% | -0.01% | – |
ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -3,184 | -100.0% | -0.01% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -8,764 | -100.0% | -0.01% | – |
NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -4,824 | -100.0% | -0.01% | – |
WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -5,034 | -100.0% | -0.01% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -1,574 | -100.0% | -0.01% | – |
DXCM | Exit | DEXCOM INC | $0 | – | -3,706 | -100.0% | -0.01% | – |
PTH | Exit | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $0 | – | -3,684 | -100.0% | -0.01% | – |
VSDA | Exit | VICTORY PORTFOLIOS II | $0 | – | -10,408 | -100.0% | -0.01% | – |
RING | Exit | ISHARES INCmsci gbl gold mn | $0 | – | -19,000 | -100.0% | -0.01% | – |
HDGE | Exit | ADVISORSHARES TRranger equity be | $0 | – | -20,000 | -100.0% | -0.01% | – |
NTSX | Exit | WISDOMTREE TRus efficient cor | $0 | – | -13,500 | -100.0% | -0.01% | – |
VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -5,630 | -100.0% | -0.01% | – |
LNG | Exit | CHENIERE ENERGY INC | $0 | – | -3,250 | -100.0% | -0.01% | – |
XYL | Exit | XYLEM INC | $0 | – | -4,528 | -100.0% | -0.01% | – |
COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -20,162 | -100.0% | -0.01% | – |
ALGM | Exit | ALLEGRO MICROSYSTEMS INC | $0 | – | -12,582 | -100.0% | -0.01% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -6,282 | -100.0% | -0.01% | – |
SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -2,274 | -100.0% | -0.01% | – |
AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -16,866 | -100.0% | -0.01% | – |
ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -13,348 | -100.0% | -0.01% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -468 | -100.0% | -0.01% | – |
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -3,168 | -100.0% | -0.01% | – |
SIVR | Exit | ABRDN SILVER ETF TRUST | $0 | – | -29,964 | -100.0% | -0.01% | – |
DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -22,504 | -100.0% | -0.01% | – |
MOS | Exit | MOSAIC CO NEW | $0 | – | -21,418 | -100.0% | -0.02% | – |
DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -17,500 | -100.0% | -0.02% | – |
GOLD | Exit | BARRICK GOLD CORP | $0 | – | -78,150 | -100.0% | -0.02% | – |
CALM | Exit | CAL MAINE FOODS INC | $0 | – | -20,542 | -100.0% | -0.02% | – |
TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -22,586 | -100.0% | -0.02% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -18,540 | -100.0% | -0.02% | – |
UDN | Exit | INVESCO DB US DLR INDEX TRbearish fd | $0 | – | -61,350 | -100.0% | -0.02% | – |
DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -23,314 | -100.0% | -0.02% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -40,860 | -100.0% | -0.05% | – |
OUNZ | Exit | VANECK MERK GOLD TRgold trust | $0 | – | -159,656 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 41 | Q3 2023 | 10.2% |
Occidental PTL. | 41 | Q3 2023 | 11.8% |
HOME DEPOT INC | 41 | Q3 2023 | 3.4% |
Walt Disney | 41 | Q3 2023 | 2.4% |
Merck & Co Inc New | 41 | Q3 2023 | 6.0% |
THERMO FISHER SCIENTIFIC INC | 41 | Q3 2023 | 2.0% |
AMAZON COM INC | 41 | Q3 2023 | 2.2% |
VISA INC | 41 | Q3 2023 | 2.4% |
MICROSOFT CORP | 41 | Q3 2023 | 2.2% |
JOHNSON & JOHNSON | 41 | Q3 2023 | 1.9% |
View Perigon Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-10-30 |
13F-HR/A | 2023-08-02 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-03 |
13F-HR/A | 2023-05-01 |
13F-HR | 2023-02-14 |
13F-HR | 2022-12-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
View Perigon Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.