$3.99 Billion is the total value of Capital Investment Advisors, LLC's 626 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRO | Buy | ISHARES TRcore div grwth | $378,079,078 | +11.6% | 7,024,881 | +2.7% | 9.48% | +1.1% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $136,739,965 | +17.8% | 3,640,574 | +5.4% | 3.43% | +6.8% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $121,852,120 | +17.8% | 1,874,360 | +2.5% | 3.06% | +6.8% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $94,288,642 | +4.4% | 3,405,151 | -0.4% | 2.36% | -5.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $92,588,512 | +15.8% | 481,029 | -1.3% | 2.32% | +5.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $84,468,758 | +4.9% | 619,363 | -0.9% | 2.12% | -4.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $83,207,325 | +12.7% | 2,212,961 | -0.6% | 2.09% | +2.1% |
| HD | Buy | HOME DEPOT INC | $79,748,925 | +15.6% | 230,122 | +0.8% | 2.00% | +4.7% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $78,093,506 | +9.8% | 2,713,464 | +3.2% | 1.96% | -0.5% |
| AAPL | Buy | APPLE INC | $76,916,471 | +13.4% | 399,504 | +0.8% | 1.93% | +2.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $72,818,662 | +7.1% | 582,689 | -1.4% | 1.83% | -2.9% |
| MSFT | Buy | MICROSOFT CORP | $65,389,653 | +20.8% | 173,890 | +1.5% | 1.64% | +9.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $62,022,767 | -1.5% | 395,705 | -2.2% | 1.56% | -10.7% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $49,897,634 | +13.1% | 1,988,746 | +8.3% | 1.25% | +2.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $49,160,274 | +10.4% | 351,924 | +3.4% | 1.23% | 0.0% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $48,786,402 | +7.1% | 2,038,713 | +3.6% | 1.22% | -2.9% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $47,775,961 | +7.3% | 2,052,232 | +6.4% | 1.20% | -2.8% |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $46,640,934 | +8.3% | 2,040,732 | +6.5% | 1.17% | -1.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $42,026,897 | +12.6% | 92,725 | +1.6% | 1.05% | +2.0% |
| IBDV | Buy | ISHARES TRibonds dec 2030 | $41,412,163 | +16.1% | 1,913,686 | +9.3% | 1.04% | +5.3% |
| CVX | Buy | CHEVRON CORP NEW | $41,319,697 | -10.1% | 277,016 | +1.6% | 1.04% | -18.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $40,853,015 | +17.6% | 743,052 | +14.6% | 1.02% | +6.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $40,254,077 | +0.6% | 274,697 | +0.1% | 1.01% | -8.8% |
| MBB | Sell | ISHARES TRmbs etf | $40,027,495 | +1.5% | 425,462 | -4.2% | 1.00% | -8.1% |
| IBDU | Buy | ISHARES TRibonds dec 29 | $38,087,161 | +16.2% | 1,650,939 | +10.3% | 0.96% | +5.3% |
| SO | Buy | SOUTHERN CO | $38,011,169 | +8.4% | 542,087 | +0.0% | 0.95% | -1.9% |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $37,818,510 | +9.2% | 1,491,854 | +2.8% | 0.95% | -1.0% |
| CSCO | Buy | CISCO SYS INC | $37,419,553 | -5.2% | 740,688 | +0.9% | 0.94% | -14.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $35,438,875 | +18.6% | 208,341 | +1.1% | 0.89% | +7.5% |
| MRK | Buy | MERCK & CO INC | $34,386,947 | +6.0% | 315,419 | +0.1% | 0.86% | -4.0% |
| CVS | Sell | CVS HEALTH CORP | $34,265,622 | +12.4% | 433,962 | -0.6% | 0.86% | +1.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $33,406,123 | +11.0% | 120,534 | -0.1% | 0.84% | +0.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $32,127,334 | +0.3% | 204,327 | -0.5% | 0.81% | -9.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $31,557,726 | +23.3% | 291,526 | +7.5% | 0.79% | +11.7% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $29,810,926 | +15.9% | 400,362 | -0.9% | 0.75% | +5.1% |
| ABBV | Buy | ABBVIE INC | $28,462,051 | +4.3% | 183,662 | +0.3% | 0.71% | -5.4% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $28,197,713 | -3.5% | 1,181,799 | -3.6% | 0.71% | -12.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $28,207,668 | +22.2% | 59,058 | +9.8% | 0.71% | +10.6% |
| KO | Buy | COCA COLA CO | $27,782,142 | +12.7% | 471,443 | +7.0% | 0.70% | +2.2% |
| GILD | Buy | GILEAD SCIENCES INC | $27,451,650 | +10.8% | 338,867 | +2.5% | 0.69% | +0.4% |
| CMI | Buy | CUMMINS INC | $26,676,010 | +7.9% | 111,350 | +2.9% | 0.67% | -2.2% |
| AMZN | Buy | AMAZON COM INC | $26,510,660 | +28.4% | 174,481 | +7.4% | 0.66% | +16.3% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $26,376,035 | +8.2% | 516,772 | -0.3% | 0.66% | -1.8% |
| MO | Sell | ALTRIA GROUP INC | $25,711,898 | -5.8% | 637,380 | -1.8% | 0.64% | -14.6% |
| Buy | ISHARES TRibonds dec 2032 | $25,613,939 | +34.2% | 1,015,218 | +24.9% | 0.64% | +21.6% | |
| INTC | Sell | INTEL CORP | $24,697,792 | +39.7% | 491,498 | -1.2% | 0.62% | +26.6% |
| IBDW | Buy | ISHARES TRibonds dec 2031 | $24,278,273 | +36.7% | 1,168,911 | +27.5% | 0.61% | +23.8% |
| NEM | Sell | NEWMONT CORP | $24,178,823 | +10.5% | 584,171 | -1.3% | 0.61% | +0.2% |
| Buy | ISHARES TRibonds dec 2033 | $23,840,483 | +31.7% | 922,262 | +22.1% | 0.60% | +19.4% | |
| EOG | Buy | EOG RES INC | $23,234,367 | -0.8% | 192,099 | +4.0% | 0.58% | -10.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $22,970,747 | +33.0% | 122,615 | +5.9% | 0.58% | +20.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $22,624,196 | +10.6% | 600,111 | -4.9% | 0.57% | +0.2% |
| QCOM | Sell | QUALCOMM INC | $21,524,929 | +28.7% | 148,828 | -1.1% | 0.54% | +16.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $20,980,636 | +21.1% | 237,445 | +3.7% | 0.53% | +9.8% |
| OKE | Sell | ONEOK INC NEW | $19,892,285 | +8.2% | 283,285 | -2.3% | 0.50% | -2.0% |
| PFE | Sell | PFIZER INC | $19,754,061 | -17.1% | 686,143 | -4.5% | 0.50% | -25.0% |
| XOM | Buy | EXXON MOBIL CORP | $19,301,921 | -12.9% | 193,058 | +2.4% | 0.48% | -21.2% |
| T | Sell | AT&T INC | $18,546,601 | +7.5% | 1,105,280 | -3.7% | 0.46% | -2.5% |
| BAC | Sell | BANK AMERICA CORP | $18,097,152 | +20.4% | 537,486 | -2.1% | 0.45% | +9.1% |
| TSN | Sell | TYSON FOODS INCcl a | $17,653,912 | -7.0% | 328,445 | -12.6% | 0.44% | -15.6% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $17,658,006 | +16.9% | 45,773 | -1.9% | 0.44% | +6.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $17,533,246 | -1.8% | 665,398 | +2.0% | 0.44% | -10.9% |
| DVY | Sell | ISHARES TRselect divid etf | $17,164,472 | +3.6% | 146,430 | -4.8% | 0.43% | -6.1% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $16,573,423 | +5.8% | 249,262 | -1.5% | 0.42% | -4.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $16,231,064 | +9.2% | 45,509 | +7.3% | 0.41% | -1.0% |
| MMM | Buy | 3M CO | $16,195,031 | +17.4% | 148,143 | +0.5% | 0.41% | +6.3% |
| IYW | Sell | ISHARES TRu.s. tech etf | $15,640,661 | +16.0% | 127,419 | -0.8% | 0.39% | +5.1% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $15,553,002 | +8.8% | 628,150 | +7.1% | 0.39% | -1.3% |
| LLY | Buy | ELI LILLY & CO | $15,315,806 | +8.6% | 26,274 | +0.1% | 0.38% | -1.5% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $14,460,231 | +14.6% | 605,031 | +11.8% | 0.36% | +4.0% |
| NVDA | Buy | NVIDIA CORPORATION | $14,133,553 | +14.4% | 28,540 | +0.5% | 0.35% | +3.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $13,533,304 | -17.3% | 263,756 | -6.4% | 0.34% | -25.2% |
| IGD | Sell | VOYA GLBL EQTY DIV & PREM OP | $12,511,287 | +1.2% | 2,517,362 | -0.2% | 0.31% | -8.2% |
| C | Sell | CITIGROUP INC | $11,939,853 | +18.9% | 232,112 | -5.0% | 0.30% | +7.6% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OP | $11,825,241 | +7.0% | 3,063,534 | +0.9% | 0.30% | -2.9% |
| OMC | Buy | OMNICOM GROUP INC | $11,625,047 | +19.4% | 134,378 | +2.8% | 0.29% | +8.6% |
| RTX | Sell | RTX CORPORATION | $11,287,880 | +13.0% | 134,156 | -3.3% | 0.28% | +2.5% |
| CAT | Sell | CATERPILLAR INC | $11,286,193 | +5.8% | 38,172 | -2.3% | 0.28% | -4.1% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $11,242,129 | +11.8% | 98,624 | -0.6% | 0.28% | +1.4% |
| BBY | Buy | BEST BUY INC | $11,197,989 | +14.0% | 143,050 | +1.2% | 0.28% | +3.3% |
| PKG | Buy | PACKAGING CORP AMER | $11,129,928 | +8.7% | 68,319 | +2.5% | 0.28% | -1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $11,003,279 | +16.4% | 67,278 | -0.1% | 0.28% | +5.3% |
| NTAP | Buy | NETAPP INC | $10,785,909 | +19.3% | 122,345 | +2.7% | 0.27% | +8.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,820,039 | +1.4% | 263,261 | -3.2% | 0.27% | -8.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $10,511,015 | -4.6% | 125,370 | +2.9% | 0.26% | -13.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $10,266,868 | +30.6% | 21,600 | +17.4% | 0.26% | +17.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,891,645 | +6.8% | 62,685 | -4.1% | 0.25% | -3.1% |
| CUZ | Buy | COUSINS PPTYS INC | $9,804,232 | +56.1% | 402,638 | +30.6% | 0.25% | +41.4% |
| PLD | Buy | PROLOGIS INC. | $9,778,246 | +21.6% | 73,355 | +2.4% | 0.24% | +9.9% |
| CCI | Buy | CROWN CASTLE INC | $9,625,529 | +55.3% | 83,562 | +24.1% | 0.24% | +40.9% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $9,377,603 | +5.8% | 376,459 | +5.0% | 0.24% | -4.1% |
| AMGN | Sell | AMGEN INC | $9,312,598 | +5.2% | 32,333 | -1.8% | 0.23% | -4.5% |
| HPQ | Buy | HP INC | $9,349,460 | +21.9% | 310,717 | +4.1% | 0.23% | +10.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,271,386 | +21.4% | 54,410 | +10.7% | 0.23% | +10.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $8,896,342 | +14.1% | 16,898 | +9.3% | 0.22% | +3.2% |
| TPR | Buy | TAPESTRY INC | $8,855,075 | +33.2% | 240,562 | +4.1% | 0.22% | +20.7% |
| VICI | Buy | VICI PPTYS INC | $8,859,044 | +13.7% | 277,887 | +3.8% | 0.22% | +2.8% |
| MCD | Buy | MCDONALDS CORP | $8,624,469 | +14.8% | 29,087 | +2.0% | 0.22% | +3.8% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $8,581,614 | +8.2% | 831,552 | +1.5% | 0.22% | -1.8% |
| BHK | Buy | BLACKROCK CORE BD TR | $8,489,824 | +10.4% | 778,169 | +0.6% | 0.21% | 0.0% |
| V | Buy | VISA INC | $7,591,519 | +27.8% | 29,159 | +12.9% | 0.19% | +15.9% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $7,339,020 | +10.2% | 43,354 | -1.1% | 0.18% | 0.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $7,272,059 | +6.7% | 114,828 | -0.7% | 0.18% | -3.7% |
| CAH | Sell | CARDINAL HEALTH INC | $7,143,768 | +4.0% | 70,871 | -10.4% | 0.18% | -5.8% |
| ORCL | Sell | ORACLE CORP | $6,977,171 | -2.7% | 66,178 | -2.3% | 0.18% | -12.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $6,942,389 | +44.5% | 10,517 | +23.6% | 0.17% | +30.8% |
| TSLA | Buy | TESLA INC | $6,944,492 | +1.3% | 27,948 | +2.0% | 0.17% | -8.4% |
| IBTH | Buy | ISHARES TRibonds 27 trm ts | $6,900,872 | +540.7% | 308,216 | +525.2% | 0.17% | +476.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $6,838,713 | +16.2% | 38,246 | +4.6% | 0.17% | +5.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $6,779,928 | -6.1% | 88,028 | -8.4% | 0.17% | -15.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $6,775,810 | +1.5% | 72,022 | -0.1% | 0.17% | -8.1% |
| DIS | Sell | DISNEY WALT CO | $6,684,136 | +8.5% | 74,030 | -2.6% | 0.17% | -1.2% |
| PEP | Buy | PEPSICO INC | $6,647,572 | +2.0% | 39,140 | +1.7% | 0.17% | -7.2% |
| BA | Sell | BOEING CO | $6,599,550 | +35.2% | 25,319 | -0.6% | 0.17% | +23.0% |
| PSA | Buy | PUBLIC STORAGE | $6,602,683 | +23.0% | 21,648 | +6.3% | 0.17% | +11.4% |
| WMT | Sell | WALMART INC | $6,359,702 | -1.9% | 40,341 | -0.5% | 0.16% | -10.6% |
| AVGO | Sell | BROADCOM INC | $6,381,873 | +25.8% | 5,717 | -6.4% | 0.16% | +14.3% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $6,180,291 | -4.7% | 202,036 | -4.3% | 0.16% | -13.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $6,184,934 | +30.6% | 55,891 | +20.4% | 0.16% | +18.3% |
| ISD | Sell | PGIM HIGH YIELD BOND FUND IN | $6,075,392 | -2.0% | 493,132 | -6.3% | 0.15% | -11.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $5,853,429 | +8.0% | 60,320 | -1.7% | 0.15% | -2.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $5,717,921 | +20.1% | 24,190 | +0.0% | 0.14% | +8.3% |
| JPC | Buy | NUVEEN PFD & INCOME OPPORTUN | $5,676,203 | +845.6% | 839,675 | +785.5% | 0.14% | +735.3% |
| SNA | Sell | SNAP ON INC | $5,531,591 | +6.6% | 19,151 | -5.9% | 0.14% | -3.5% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $5,340,574 | +12.5% | 39,719 | +7.7% | 0.13% | +2.3% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $5,080,324 | -2.5% | 62,550 | -9.7% | 0.13% | -11.8% |
| PNW | Sell | PINNACLE WEST CAP CORP | $4,863,659 | -7.4% | 67,701 | -5.0% | 0.12% | -15.9% |
| WMB | Buy | WILLIAMS COS INC | $4,816,844 | +18.1% | 138,296 | +14.3% | 0.12% | +7.1% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $4,755,764 | +26.2% | 50,019 | +25.7% | 0.12% | +14.4% |
| IYH | Sell | ISHARES TRus hlthcare etf | $4,701,163 | +3.3% | 16,424 | -2.5% | 0.12% | -6.3% |
| VLO | Buy | VALERO ENERGY CORP | $4,638,216 | -8.0% | 35,679 | +0.3% | 0.12% | -17.1% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $4,633,447 | +8.1% | 421,222 | -4.9% | 0.12% | -2.5% |
| VOO | Buy | VANGUARD INDEX FDS | $4,446,512 | +55.6% | 10,180 | +39.9% | 0.11% | +41.8% |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $4,338,016 | +1.4% | 378,866 | -10.2% | 0.11% | -7.6% |
| KMI | Buy | KINDER MORGAN INC DEL | $4,317,027 | +12.4% | 244,729 | +5.6% | 0.11% | +1.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,289,402 | +12.4% | 30,436 | +5.1% | 0.11% | +1.9% |
| FB | Buy | META PLATFORMS INCcl a | $4,171,601 | +72.7% | 11,786 | +46.5% | 0.10% | +56.7% |
| LEN | Sell | LENNAR CORPcl a | $3,929,396 | +30.2% | 26,365 | -2.0% | 0.10% | +17.9% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $3,853,911 | +3.3% | 142,526 | -4.9% | 0.10% | -5.8% |
| NEE | Sell | NEXTERA ENERGY INC | $3,840,523 | -11.9% | 63,229 | -16.9% | 0.10% | -20.7% |
| D | Buy | DOMINION ENERGY INC | $3,732,973 | +16.7% | 79,425 | +10.9% | 0.09% | +5.6% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $3,715,346 | +18.0% | 87,276 | +3.4% | 0.09% | +6.9% |
| MUI | Sell | BLACKROCK MUNICIPAL INCOME | $3,542,623 | -0.2% | 304,349 | -13.0% | 0.09% | -9.2% |
| ARDC | Buy | ARES DYNAMIC CR ALLOCATION F | $3,567,474 | +7.5% | 259,453 | +0.8% | 0.09% | -3.3% |
| ET | Buy | ENERGY TRANSFER L P | $3,437,483 | +0.6% | 249,093 | +2.3% | 0.09% | -9.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,369,442 | +62.6% | 14,204 | +45.6% | 0.08% | +49.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,359,094 | +15.7% | 12,824 | +1.7% | 0.08% | +5.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $3,344,169 | -11.2% | 27,522 | -11.7% | 0.08% | -19.2% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $3,273,298 | +3.0% | 45,444 | -1.6% | 0.08% | -6.8% |
| ED | Sell | CONSOLIDATED EDISON INC | $3,188,634 | +4.2% | 35,051 | -2.0% | 0.08% | -5.9% |
| IGRO | Sell | ISHARES TRintl div grwth | $3,062,389 | +6.7% | 47,427 | -2.0% | 0.08% | -2.5% |
| KTF | Sell | DWS MUN INCOME TR NEW | $3,015,269 | +1.3% | 339,175 | -12.3% | 0.08% | -7.3% |
| MYI | Sell | BLACKROCK MUNIYIELD QUALITY | $2,950,912 | +4.4% | 253,515 | -14.4% | 0.07% | -5.1% |
| GLD | Sell | SPDR GOLD TR | $2,859,971 | +8.1% | 14,960 | -3.0% | 0.07% | -1.4% |
| PDO | Buy | PIMCO DYNAMIC INCOME OPRNTS | $2,830,421 | +17.3% | 231,244 | +13.9% | 0.07% | +6.0% |
| WFC | Sell | WELLS FARGO CO NEW | $2,784,086 | +19.6% | 56,564 | -0.7% | 0.07% | +9.4% |
| TGT | Sell | TARGET CORP | $2,786,424 | +3.0% | 19,565 | -20.1% | 0.07% | -6.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,737,201 | +1.5% | 6,684 | -11.2% | 0.07% | -8.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,752,239 | +15.0% | 36,152 | +6.9% | 0.07% | +4.5% |
| BLW | Sell | BLACKROCK LTD DURATION INCOM | $2,692,137 | -6.3% | 192,571 | -13.6% | 0.07% | -13.9% |
| BGB | Buy | BLACKSTONE STRATEGIC CRED 20 | $2,668,078 | +7.1% | 235,696 | +4.0% | 0.07% | -2.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,643,157 | +6.0% | 8,718 | -7.0% | 0.07% | -4.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,632,850 | +6.4% | 34,942 | -2.6% | 0.07% | -2.9% |
| ENB | Sell | ENBRIDGE INC | $2,599,586 | +1.8% | 72,171 | -5.8% | 0.06% | -8.5% |
| NRZ | Sell | RITHM CAPITAL CORP | $2,594,664 | +13.8% | 242,946 | -1.0% | 0.06% | +3.2% |
| BGH | Buy | BARINGS GLOBAL SHORT DURATIO | $2,579,365 | +15.6% | 191,917 | +9.2% | 0.06% | +4.8% |
| ADBE | Buy | ADOBE INC | $2,539,081 | +151.5% | 4,256 | +114.9% | 0.06% | +128.6% |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $2,561,108 | +16.8% | 359,706 | -0.6% | 0.06% | +4.9% |
| JFR | Sell | NUVEEN FLOATING RATE INCOME | $2,571,684 | -4.0% | 312,857 | -4.1% | 0.06% | -13.5% |
| UNP | Sell | UNION PAC CORP | $2,558,685 | +16.3% | 10,417 | -3.6% | 0.06% | +4.9% |
| HON | Sell | HONEYWELL INTL INC | $2,453,892 | +10.0% | 11,701 | -3.1% | 0.06% | 0.0% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $2,449,176 | -5.5% | 58,411 | -5.5% | 0.06% | -15.3% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $2,424,762 | +2.4% | 205,141 | -9.7% | 0.06% | -7.6% |
| ACP | Sell | ABRDN INCOME CREDIT STRATEGI | $2,404,421 | -2.6% | 353,591 | -2.6% | 0.06% | -11.8% |
| LEO | Buy | BNY MELLON STRATEGIC MUNS IN | $2,391,327 | +14.1% | 408,076 | +3.8% | 0.06% | +3.4% |
| GD | Sell | GENERAL DYNAMICS CORP | $2,271,361 | +13.9% | 8,747 | -3.0% | 0.06% | +3.6% |
| KIO | Buy | KKR INCOME OPPORTUNITIES FD | $2,263,811 | +6.0% | 180,096 | +0.8% | 0.06% | -3.4% |
| EMR | Sell | EMERSON ELEC CO | $2,266,639 | -5.5% | 23,288 | -6.3% | 0.06% | -13.6% |
| MAIN | Buy | MAIN STR CAP CORP | $2,262,410 | +6.9% | 52,334 | +0.5% | 0.06% | -3.4% |
| TQQQ | Sell | PROSHARES TRultrapro qqq | $2,284,238 | +38.9% | 45,054 | -2.4% | 0.06% | +23.9% |
| COP | Sell | CONOCOPHILLIPS | $2,214,287 | -7.4% | 19,077 | -4.4% | 0.06% | -15.2% |
| TXN | Sell | TEXAS INSTRS INC | $2,246,593 | +3.3% | 13,180 | -3.6% | 0.06% | -6.7% |
| NKE | Buy | NIKE INCcl b | $2,111,590 | +19.6% | 19,449 | +5.4% | 0.05% | +8.2% |
| GGG | Buy | GRACO INC | $2,054,303 | +19.2% | 23,678 | +0.1% | 0.05% | +8.3% |
| ABT | Buy | ABBOTT LABS | $2,081,449 | +15.7% | 18,910 | +1.8% | 0.05% | +4.0% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $1,980,413 | +3.9% | 102,241 | +0.9% | 0.05% | -5.7% | |
| HII | Sell | HUNTINGTON INGALLS INDS INC | $1,946,358 | +23.5% | 7,496 | -2.7% | 0.05% | +11.4% |
| IRM | Buy | IRON MTN INC DEL | $1,943,587 | +20.3% | 27,773 | +2.2% | 0.05% | +8.9% |
| MUB | Sell | ISHARES TRnational mun etf | $1,959,400 | -4.7% | 18,074 | -9.9% | 0.05% | -14.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,944,960 | +35.7% | 26,768 | +22.5% | 0.05% | +22.5% |
| AFL | Buy | AFLAC INC | $1,901,161 | +7.7% | 23,044 | +0.2% | 0.05% | -2.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,918,481 | +42.9% | 4,498 | +32.6% | 0.05% | +29.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,920,749 | +0.5% | 8,245 | +3.8% | 0.05% | -9.4% |
| Buy | DOUBLELINE ETF TRUSTshiller cape u s | $1,897,370 | +42.3% | 71,519 | +27.0% | 0.05% | +29.7% | |
| BX | Sell | BLACKSTONE INC | $1,926,872 | +6.4% | 14,718 | -12.9% | 0.05% | -4.0% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $1,876,701 | +8.7% | 158,773 | -5.2% | 0.05% | -2.1% |
| ICF | Sell | ISHARES TRcohen steer reit | $1,850,396 | +15.3% | 31,507 | -1.5% | 0.05% | +4.5% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,808,230 | +110.5% | 21,139 | +93.3% | 0.04% | +87.5% |
| TIP | Sell | ISHARES TRtips bd etf | $1,804,477 | -1.2% | 16,787 | -4.7% | 0.04% | -11.8% |
| GIS | Buy | GENERAL MLS INC | $1,737,341 | +4.1% | 26,671 | +2.2% | 0.04% | -4.3% |
| EVN | Sell | EATON VANCE MUNI INCOME TRUSsh ben int | $1,737,391 | -16.6% | 176,924 | -24.4% | 0.04% | -24.1% |
| FAS | Sell | DIREXION SHS ETF TRdly fin bull new | $1,770,115 | +37.8% | 21,417 | -2.0% | 0.04% | +22.2% |
| PBA | PEMBINA PIPELINE CORP | $1,762,648 | +14.5% | 51,210 | 0.0% | 0.04% | +2.3% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,742,284 | +0.0% | 22,519 | -2.9% | 0.04% | -8.3% |
| WELL | Buy | WELLTOWER INC | $1,763,765 | +10.6% | 19,560 | +0.4% | 0.04% | 0.0% |
| HYI | Sell | WESTERN ASSET HIGH YIELD DEF | $1,773,963 | -7.2% | 146,730 | -11.8% | 0.04% | -17.0% |
| K | Sell | KELLANOVA | $1,716,608 | -31.8% | 30,703 | -27.4% | 0.04% | -38.6% |
| DSM | Buy | BNY MELLON STRATEGIC MUN BD | $1,731,215 | +21.6% | 303,190 | +5.8% | 0.04% | +10.3% |
| MS | Sell | MORGAN STANLEY | $1,708,159 | +4.5% | 18,318 | -8.5% | 0.04% | -4.4% |
| CRM | Sell | SALESFORCE INC | $1,728,525 | +29.5% | 6,569 | -0.2% | 0.04% | +16.2% |
| JCE | Buy | NUVEEN CORE EQUITY ALPHA FD | $1,696,365 | +38.6% | 125,193 | +27.2% | 0.04% | +26.5% |
| CAG | Sell | CONAGRA BRANDS INC | $1,692,696 | +1.9% | 59,061 | -2.5% | 0.04% | -8.7% |
| REM | Sell | ISHARES TRmortge rel etf | $1,692,213 | +0.7% | 71,734 | -4.6% | 0.04% | -8.7% |
| JHI | Buy | HANCOCK JOHN INVT TR II | $1,680,688 | +10.4% | 129,883 | +3.6% | 0.04% | 0.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,627,875 | +2.1% | 3 | 0.0% | 0.04% | -6.8% | |
| DE | Buy | DEERE & CO | $1,605,257 | +7.7% | 4,014 | +1.6% | 0.04% | -2.4% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD I | $1,598,336 | +8.4% | 169,495 | -0.8% | 0.04% | -2.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,587,285 | +2.4% | 36,198 | +3.6% | 0.04% | -7.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,569,956 | -6.1% | 5,734 | -2.8% | 0.04% | -15.2% |
| LOW | Sell | LOWES COS INC | $1,545,223 | +3.8% | 6,943 | -3.0% | 0.04% | -4.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,562,083 | -3.3% | 38,848 | -8.7% | 0.04% | -13.3% |
| GPC | Buy | GENUINE PARTS CO | $1,563,110 | -4.1% | 11,286 | +0.0% | 0.04% | -13.3% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $1,568,548 | +1.2% | 154,995 | -3.0% | 0.04% | -9.3% |
| IBB | Buy | ISHARES TRishares biotech | $1,530,175 | +12.2% | 11,264 | +1.0% | 0.04% | 0.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,498,386 | -0.5% | 21,299 | -9.0% | 0.04% | -9.5% |
| VKQ | Buy | INVESCO MUNICIPAL TRUST | $1,515,280 | +20.0% | 159,001 | +5.0% | 0.04% | +8.6% |
| CET | Sell | CENTRAL SECS CORP | $1,474,541 | +3.9% | 39,040 | -2.5% | 0.04% | -5.1% |
| WM | Buy | WASTE MGMT INC DEL | $1,489,543 | +21.6% | 8,317 | +3.5% | 0.04% | +8.8% |
| EFX | Buy | EQUIFAX INC | $1,489,670 | +163.8% | 6,024 | +95.4% | 0.04% | +131.2% |
| TFC | Buy | TRUIST FINL CORP | $1,490,714 | +42.8% | 40,377 | +10.6% | 0.04% | +27.6% |
| INTU | Buy | INTUIT | $1,477,603 | +171.9% | 2,364 | +122.2% | 0.04% | +146.7% |
| NMCO | Buy | NUVEEN MUN CR OPPORTUNITIES | $1,436,677 | +20.9% | 144,100 | +17.5% | 0.04% | +9.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,395,141 | +186.3% | 44,730 | +176.7% | 0.04% | +169.2% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,347,328 | +14.5% | 5,975 | -0.2% | 0.03% | +3.0% |
| Buy | GENERAL ELECTRIC CO | $1,298,728 | +34.5% | 10,176 | +16.5% | 0.03% | +22.2% | |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOM | $1,325,084 | +17.0% | 153,544 | -2.0% | 0.03% | +6.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,296,654 | +1.8% | 12,299 | -0.6% | 0.03% | -5.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,296,781 | +68.7% | 13,066 | +59.8% | 0.03% | +57.1% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,282,168 | +0.2% | 16,568 | -4.5% | 0.03% | -8.6% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,240,740 | +25.7% | 23,692 | -4.8% | 0.03% | +14.8% |
| PHT | Sell | PIONEER HIGH INCOME FUND INC | $1,254,262 | +5.9% | 175,421 | -0.6% | 0.03% | -6.1% |
| RNP | Sell | COHEN & STEERS REIT & PFD & | $1,236,688 | +17.1% | 61,344 | -0.3% | 0.03% | +6.9% |
| AMAT | Buy | APPLIED MATLS INC | $1,221,435 | +25.9% | 7,536 | +7.6% | 0.03% | +14.8% |
| IGSB | Buy | ISHARES TR | $1,178,984 | +6.6% | 22,993 | +3.6% | 0.03% | -3.2% |
| SBUX | Sell | STARBUCKS CORP | $1,207,646 | +4.1% | 12,578 | -1.0% | 0.03% | -6.2% |
| CSX | Buy | CSX CORP | $1,185,128 | +18.7% | 34,183 | +5.3% | 0.03% | +7.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,179,518 | +32.1% | 3,794 | +15.7% | 0.03% | +20.0% |
| NIE | Buy | VIRTUS EQUITY & CONV INCM FD | $1,194,756 | +32.9% | 57,138 | +26.4% | 0.03% | +20.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,185,714 | +11.7% | 7,931 | +3.0% | 0.03% | +3.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,208,308 | -3.3% | 7,312 | -11.2% | 0.03% | -14.3% |
| ETN | Sell | EATON CORP PLC | $1,146,309 | +6.5% | 4,760 | -5.7% | 0.03% | -3.3% |
| MFD | Buy | MACQUARIE / FIRST TR GLOBAL | $1,159,251 | +19.9% | 147,300 | +5.7% | 0.03% | +7.4% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $1,164,911 | +7.1% | 18,162 | +0.7% | 0.03% | -3.3% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,163,334 | +7.1% | 63,028 | -3.0% | 0.03% | -3.3% |
| HYB | Buy | NEW AMER HIGH INCOME FD INC | $1,152,033 | +8.9% | 163,641 | +0.3% | 0.03% | 0.0% |
| BLK | Sell | BLACKROCK INC | $1,147,026 | +22.7% | 1,413 | -2.3% | 0.03% | +11.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,131,951 | +33.2% | 7,679 | -7.1% | 0.03% | +16.7% |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $1,109,454 | -9.7% | 18,125 | -6.2% | 0.03% | -17.6% |
| MCK | Sell | MCKESSON CORP | $1,118,710 | +1.3% | 2,416 | -4.8% | 0.03% | -9.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,116,671 | -1.4% | 13,611 | -2.7% | 0.03% | -9.7% |
| IBMM | Sell | ISHARES TRibonds dec | $1,096,755 | +0.2% | 42,297 | -0.7% | 0.03% | -6.7% |
| PMO | Sell | PUTNAM MUN OPPORTUNITIES TRsh ben int | $1,134,870 | +7.7% | 110,935 | -3.2% | 0.03% | -3.4% |
| DMF | Buy | BNY MELLON MUN INCOME INC | $1,073,150 | +17.3% | 165,100 | +2.4% | 0.03% | +8.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,073,062 | -2.5% | 14,815 | -6.6% | 0.03% | -10.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,061,461 | -6.7% | 13,897 | -11.6% | 0.03% | -12.9% |
| MPC | Sell | MARATHON PETE CORP | $1,082,265 | -6.3% | 7,295 | -4.5% | 0.03% | -15.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,070,451 | +21.5% | 5,082 | +0.4% | 0.03% | +12.5% |
| DAL | Sell | DELTA AIR LINES INC DEL | $1,084,270 | +8.5% | 26,952 | -0.2% | 0.03% | -3.6% |
| YUM | Sell | YUM BRANDS INC | $1,065,110 | +4.0% | 8,152 | -0.5% | 0.03% | -3.6% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $1,046,820 | +6.4% | 59,109 | 0.0% | 0.03% | -3.7% | |
| ZTS | Buy | ZOETIS INCcl a | $1,024,658 | +160.3% | 5,192 | +129.4% | 0.03% | +136.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,022,939 | +166.9% | 3,469 | +112.2% | 0.03% | +136.4% |
| F | Sell | FORD MTR CO DEL | $1,042,319 | -2.7% | 85,506 | -0.8% | 0.03% | -13.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,016,485 | -0.3% | 1,915 | -4.9% | 0.02% | -10.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $999,487 | +15.0% | 2,848 | +0.7% | 0.02% | +4.2% |
| COG | Sell | COTERRA ENERGY INC | $980,004 | -5.8% | 38,401 | -0.1% | 0.02% | -13.8% |
| MDT | Sell | MEDTRONIC PLC | $992,290 | -10.1% | 12,045 | -14.5% | 0.02% | -19.4% |
| SBR | SABINE RTY TRunit ben int | $952,848 | +3.0% | 14,070 | 0.0% | 0.02% | -7.7% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $943,682 | +10.0% | 2,016 | +3.4% | 0.02% | 0.0% |
| IBMO | Buy | ISHARES TRibonds dec 26 | $937,047 | +15.1% | 36,731 | +11.9% | 0.02% | +4.3% |
| IIM | Buy | INVESCO VALUE MUN INCOME TR | $926,879 | +15.0% | 79,018 | +2.0% | 0.02% | +4.5% |
| DPZ | Buy | DOMINOS PIZZA INC | $917,244 | +10.1% | 2,225 | +1.1% | 0.02% | 0.0% |
| Sell | WARNER BROS DISCOVERY INC | $916,519 | -8.1% | 80,538 | -12.3% | 0.02% | -17.9% | |
| AFB | Sell | ALLIANCEBERNSTEIN NATL MUN I | $923,663 | -6.6% | 85,209 | -19.5% | 0.02% | -14.8% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $910,718 | +4.9% | 12,211 | -5.7% | 0.02% | -4.2% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $909,629 | +14.1% | 34,267 | +12.1% | 0.02% | +4.5% |
| SYY | Sell | SYSCO CORP | $864,223 | +3.0% | 11,818 | -7.0% | 0.02% | -4.3% |
| IBMP | Buy | ISHARES TRibonds dec 27 | $867,257 | +21.2% | 34,124 | +16.7% | 0.02% | +10.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $874,129 | -1.1% | 4,614 | -0.6% | 0.02% | -8.3% |
| RJF | Sell | RAYMOND JAMES FINL INC | $867,693 | +9.2% | 7,782 | -1.7% | 0.02% | 0.0% |
| LRCX | Buy | LAM RESEARCH CORP | $881,020 | +115.0% | 1,125 | +72.0% | 0.02% | +100.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $818,676 | +0.7% | 8,044 | -8.6% | 0.02% | -4.5% |
| MHD | Sell | BLACKROCK MUNIHOLDINGS FD IN | $855,376 | +14.2% | 71,820 | -1.1% | 0.02% | 0.0% |
| EFR | Sell | EATON VANCE SR FLTNG RTE TR | $823,986 | -1.3% | 65,086 | -5.5% | 0.02% | -8.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $856,658 | +44.3% | 4,016 | +27.9% | 0.02% | +31.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $819,295 | +1.6% | 3,756 | -8.8% | 0.02% | -4.5% |
| DD | Sell | DUPONT DE NEMOURS INC | $805,621 | +1.3% | 10,472 | -1.8% | 0.02% | -9.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $815,948 | +137.3% | 5,545 | +112.5% | 0.02% | +100.0% |
| MUE | Sell | BLACKROCK MUNIHOLDINGS QUALI | $794,924 | +0.5% | 79,334 | -11.9% | 0.02% | -9.1% |
| NOW | Buy | SERVICENOW INC | $779,690 | +69.7% | 1,104 | +34.3% | 0.02% | +53.8% |
| DNMR | Sell | DANIMER SCIENTIFIC INC | $803,403 | -50.7% | 787,650 | -0.0% | 0.02% | -55.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $777,888 | +20.9% | 16,240 | +10.4% | 0.02% | +11.1% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $784,716 | +16.2% | 2,506 | +1.0% | 0.02% | +5.3% |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $786,259 | +8.0% | 38,770 | +3.1% | 0.02% | 0.0% |
| NXP | Sell | NUVEEN SELECT TAX-FREE INCOMsh ben int | $815,634 | +10.8% | 55,185 | -0.3% | 0.02% | 0.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $744,654 | +88.5% | 784 | +80.2% | 0.02% | +72.7% |
| AIF | Sell | APOLLO TACTICAL INCOME FD IN | $761,853 | +1.9% | 54,574 | -2.4% | 0.02% | -9.5% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $773,060 | +59.3% | 2,838 | +37.0% | 0.02% | +46.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $757,075 | +11.9% | 9,498 | -0.1% | 0.02% | 0.0% |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $765,640 | +14.5% | 14,631 | 0.0% | 0.02% | +5.6% | |
| IBMQ | Buy | ISHARES TRibonds dec 28 | $753,984 | +20.4% | 29,464 | +14.9% | 0.02% | +11.8% |
| NFLX | Buy | NETFLIX INC | $740,851 | +52.8% | 1,522 | +18.5% | 0.02% | +46.2% |
| PAYX | Sell | PAYCHEX INC | $758,632 | +2.4% | 6,369 | -0.8% | 0.02% | -5.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $741,758 | +56.7% | 1,361 | +39.3% | 0.02% | +46.2% |
| Sell | SHELL PLCspon ads | $763,119 | +0.6% | 11,598 | -1.5% | 0.02% | -9.5% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $764,048 | +61.0% | 9,210 | +41.1% | 0.02% | +46.2% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $752,527 | -16.0% | 10,231 | -20.4% | 0.02% | -24.0% |
| MFM | Sell | MFS MUN INCOME TRsh ben int | $732,305 | +9.4% | 141,645 | -3.7% | 0.02% | -5.3% |
| IYC | Sell | ISHARES TRus consum discre | $732,620 | +11.6% | 9,669 | -1.4% | 0.02% | 0.0% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $711,199 | -7.5% | 30,868 | +0.1% | 0.02% | -14.3% |
| VTR | Sell | VENTAS INC | $733,259 | +10.0% | 14,712 | -7.0% | 0.02% | 0.0% |
| UDOW | Sell | PROSHARES TRultrpro dow30 | $709,171 | +30.1% | 9,537 | -5.9% | 0.02% | +20.0% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $701,635 | +7.2% | 36,064 | +3.2% | 0.02% | 0.0% |
| DTE | Buy | DTE ENERGY CO | $712,825 | +11.1% | 6,465 | +0.0% | 0.02% | 0.0% |
| CE | Buy | CELANESE CORP DEL | $705,420 | +137.7% | 4,540 | +92.0% | 0.02% | +125.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $658,503 | +93.0% | 5,148 | +64.8% | 0.02% | +88.9% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $666,042 | +2.7% | 26,263 | +0.0% | 0.02% | -5.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $681,731 | +36.7% | 3,397 | +20.4% | 0.02% | +21.4% |
| RSG | Buy | REPUBLIC SVCS INC | $682,843 | +78.9% | 4,141 | +54.6% | 0.02% | +54.5% |
| ARCC | Sell | ARES CAPITAL CORP | $665,939 | -6.3% | 33,247 | -8.9% | 0.02% | -15.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $690,916 | +3.2% | 2,634 | -7.5% | 0.02% | -10.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $694,866 | +73.2% | 12,320 | +55.4% | 0.02% | +54.5% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $618,936 | -37.5% | 21,671 | -39.8% | 0.02% | -40.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $636,175 | +13.5% | 2,735 | +1.6% | 0.02% | 0.0% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $625,407 | +29.1% | 17,111 | +22.6% | 0.02% | +23.1% |
| BIB | Sell | PROSHARES TR | $646,094 | +13.7% | 11,325 | -4.4% | 0.02% | 0.0% |
| FRA | Sell | BLACKROCK FLOATING RATE INCO | $647,151 | -2.8% | 51,118 | -3.1% | 0.02% | -11.1% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $647,185 | +9.0% | 4,694 | -3.6% | 0.02% | 0.0% |
| DSU | BLACKROCK DEBT STRATEGIES FD | $652,392 | +5.1% | 60,463 | 0.0% | 0.02% | -5.9% | |
| CIM | Buy | CHIMERA INVT CORP | $619,539 | +140.8% | 124,156 | +163.5% | 0.02% | +128.6% |
| FISV | Buy | FISERV INC | $631,101 | +20.6% | 4,751 | +2.5% | 0.02% | +14.3% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $649,100 | +11.8% | 8,121 | +2.9% | 0.02% | 0.0% |
| FPF | Buy | FIRST TR INTER DURATN PFD & | $630,233 | +12.0% | 38,641 | +2.3% | 0.02% | 0.0% |
| VKI | Sell | INVESCO ADVANTAGE MUN INCOMEsh ben int | $598,911 | +13.1% | 70,877 | -0.9% | 0.02% | 0.0% |
| NXRT | Buy | NEXPOINT RESIDENTIAL TR INC | $601,812 | +7.0% | 17,479 | +0.0% | 0.02% | -6.2% |
| RAAX | Sell | VANECK ETF TRUSTinflation alloca | $580,376 | -8.5% | 22,724 | -9.2% | 0.02% | -16.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $609,472 | +9.1% | 1,963 | +0.4% | 0.02% | 0.0% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $597,812 | +162.6% | 3,581 | +95.8% | 0.02% | +150.0% |
| GHY | Sell | PGIM GLOBAL HIGH YIELD FD FO | $616,258 | -0.2% | 54,248 | -5.3% | 0.02% | -11.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $587,620 | +12.2% | 1,559 | -0.3% | 0.02% | +7.1% |
| DOW | Sell | DOW INC | $594,832 | +3.7% | 10,847 | -2.5% | 0.02% | -6.2% |
| IAU | Buy | ISHARES GOLD TRishares new | $581,196 | +17.0% | 14,891 | +4.9% | 0.02% | +7.1% |
| IWC | Sell | ISHARES TRmicro-cap etf | $616,070 | +15.7% | 5,310 | -0.2% | 0.02% | 0.0% |
| BSCQ | Sell | INVESCO EXCH TRD SLF IDX FD | $608,444 | +1.4% | 31,526 | -1.3% | 0.02% | -11.8% |
| BANX | Buy | ARROWMARK FINANCIAL CORP | $585,660 | +8.0% | 32,250 | +4.0% | 0.02% | 0.0% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $550,017 | -6.6% | 26,335 | -7.5% | 0.01% | -12.5% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $541,981 | +95.6% | 2,123 | +28.2% | 0.01% | +75.0% |
| New | HF SINCLAIR CORP | $562,202 | – | 10,117 | +100.0% | 0.01% | – | |
| ALL | Buy | ALLSTATE CORP | $572,819 | +26.2% | 4,092 | +0.4% | 0.01% | +7.7% |
| CPRT | Buy | COPART INC | $558,566 | +101.7% | 11,399 | +77.4% | 0.01% | +75.0% |
| VRTS | Buy | VIRTUS INVT PARTNERS INC | $564,180 | +20.2% | 2,334 | +0.4% | 0.01% | +7.7% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $560,803 | +10.7% | 10,032 | -0.4% | 0.01% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $544,676 | +16.4% | 1,125 | -0.3% | 0.01% | +7.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $552,311 | +5.3% | 8,994 | +0.3% | 0.01% | -6.7% |
| DIMENSIONAL ETF TRUSTus mktwide value | $552,084 | +9.4% | 14,833 | 0.0% | 0.01% | 0.0% | ||
| ALGN | Buy | ALIGN TECHNOLOGY INC | $559,782 | +55.4% | 2,043 | +73.1% | 0.01% | +40.0% |
| CDW | Buy | CDW CORP | $577,093 | +85.0% | 2,539 | +64.2% | 0.01% | +55.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $562,274 | +22.0% | 7,487 | +11.1% | 0.01% | +7.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $570,352 | +24.5% | 2,642 | -5.2% | 0.01% | +7.7% |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $547,297 | +7.7% | 90,016 | -3.1% | 0.01% | 0.0% |
| MU | New | MICRON TECHNOLOGY INC | $547,194 | – | 6,412 | +100.0% | 0.01% | – |
| EMF | Buy | TEMPLETON EMERGING MKTS FD | $518,183 | +12.8% | 44,365 | +9.2% | 0.01% | 0.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $519,827 | +14.2% | 8,719 | +0.6% | 0.01% | 0.0% |
| AON | Sell | AON PLC | $522,205 | -10.6% | 1,794 | -0.4% | 0.01% | -18.8% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $516,725 | -7.0% | 20,554 | -9.5% | 0.01% | -13.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $510,263 | +14.5% | 1,006 | +3.1% | 0.01% | +8.3% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $498,767 | +10.0% | 11,797 | +0.4% | 0.01% | 0.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $505,783 | +9.6% | 6,385 | -0.0% | 0.01% | 0.0% |
| ERC | Sell | ALLSPRING MULTI SECTOR INCOM | $504,707 | -3.7% | 53,465 | -7.2% | 0.01% | -13.3% |
| BIIB | Sell | BIOGEN INC | $518,058 | +0.5% | 2,002 | -0.1% | 0.01% | -7.1% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $524,498 | -2.4% | 25,642 | -4.1% | 0.01% | -13.3% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $510,054 | +1.5% | 34,983 | -2.1% | 0.01% | -7.1% |
| AFT | Sell | APOLLO SR FLOATING RATE FD I | $522,787 | -3.5% | 39,456 | -2.2% | 0.01% | -13.3% |
| BGX | BLACKSTONE LONG SHORT CR INC | $482,703 | -1.7% | 42,157 | 0.0% | 0.01% | -14.3% | |
| AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND | $489,688 | +6.7% | 60,755 | +0.0% | 0.01% | -7.7% |
| GWW | Sell | GRAINGER W W INC | $487,270 | +15.8% | 588 | -3.3% | 0.01% | 0.0% |
| BP | Sell | BP PLCsponsored adr | $485,148 | -11.4% | 13,705 | -3.1% | 0.01% | -20.0% |
| OXM | Buy | OXFORD INDS INC | $463,228 | +4.5% | 4,632 | +0.4% | 0.01% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD | $480,996 | -12.4% | 9,243 | -1.8% | 0.01% | -20.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $481,590 | +67.4% | 7,000 | +33.6% | 0.01% | +50.0% |
| CNOB | CONNECTONE BANCORP INC | $467,524 | +28.5% | 20,407 | 0.0% | 0.01% | +20.0% | |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $470,021 | +13.9% | 5,975 | +4.4% | 0.01% | +9.1% |
| DMB | Sell | BNY MELLON MUN BD INFRASTRUC | $427,937 | -5.4% | 41,507 | -9.0% | 0.01% | -15.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $439,048 | +68.1% | 5,758 | +52.7% | 0.01% | +57.1% |
| PCH | POTLATCHDELTIC CORPORATION | $442,538 | +8.2% | 9,013 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $450,716 | +14.1% | 3,602 | 0.0% | 0.01% | 0.0% | |
| CB | Buy | CHUBB LIMITED | $429,866 | +11.1% | 1,902 | +2.3% | 0.01% | 0.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $440,783 | +10.2% | 3,865 | -2.5% | 0.01% | 0.0% |
| AVY | Buy | AVERY DENNISON CORP | $424,290 | +11.6% | 2,099 | +0.8% | 0.01% | 0.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $455,453 | -3.0% | 5,859 | -13.6% | 0.01% | -15.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $457,180 | +13.3% | 3,931 | +1.6% | 0.01% | 0.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $444,152 | +74.5% | 4,492 | +56.5% | 0.01% | +57.1% |
| BDX | Sell | BECTON DICKINSON & CO | $442,521 | -8.2% | 1,815 | -2.7% | 0.01% | -15.4% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $450,735 | – | 4,283 | +100.0% | 0.01% | – |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $448,693 | +15.7% | 1,729 | +1.2% | 0.01% | 0.0% |
| VVR | Sell | INVESCO SR INCOME TR | $438,138 | -3.3% | 106,863 | -7.5% | 0.01% | -15.4% |
| CI | Buy | THE CIGNA GROUP | $439,706 | +10.0% | 1,468 | +5.0% | 0.01% | 0.0% |
| HGLB | Buy | HIGHLAND GLOBAL ALLOCATION F | $433,479 | +2.9% | 55,150 | +4.7% | 0.01% | -8.3% |
| HSY | Buy | HERSHEY CO | $438,605 | -2.5% | 2,353 | +4.6% | 0.01% | -8.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $453,105 | +7.6% | 4,488 | +8.6% | 0.01% | -8.3% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $446,807 | +39.2% | 3,132 | +5.4% | 0.01% | +22.2% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $422,631 | +70.8% | 21,808 | +51.6% | 0.01% | +57.1% |
| FDX | Buy | FEDEX CORP | $425,748 | +19.6% | 1,683 | +25.2% | 0.01% | +10.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $416,461 | +2.9% | 6,975 | +11.8% | 0.01% | -9.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $402,486 | +63.5% | 6,498 | +47.7% | 0.01% | +42.9% |
| GPN | Sell | GLOBAL PMTS INC | $388,017 | +7.9% | 3,055 | -2.0% | 0.01% | 0.0% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $392,612 | +31.7% | 12,661 | +14.3% | 0.01% | +25.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $417,540 | +45.3% | 3,740 | +34.4% | 0.01% | +25.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $395,910 | +34.5% | 7,052 | +24.3% | 0.01% | +25.0% |
| BTA | Buy | BLACKROCK LONG-TERM MUN ADVA | $409,456 | +57.3% | 40,025 | +37.9% | 0.01% | +42.9% |
| BLE | Sell | BLACKROCK MUNI INCOME TR II | $400,874 | +11.8% | 37,535 | -4.4% | 0.01% | 0.0% |
| BSCT | Buy | INVESCO EXCH TRD SLF IDX FD | $379,227 | +12.1% | 20,449 | +6.0% | 0.01% | +11.1% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $397,200 | +56.4% | 5,399 | +41.9% | 0.01% | +42.9% |
| KR | Buy | KROGER CO | $381,636 | +17.2% | 8,349 | +14.7% | 0.01% | +11.1% |
| WPC | Sell | WP CAREY INC | $380,595 | +7.4% | 5,872 | -10.4% | 0.01% | 0.0% |
| PSX | Sell | PHILLIPS 66 | $405,471 | +8.0% | 3,045 | -2.6% | 0.01% | 0.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $418,047 | +11.0% | 887 | +2.5% | 0.01% | 0.0% |
| IYY | Buy | ISHARES TRdow jones us etf | $382,460 | +11.7% | 3,282 | +0.2% | 0.01% | +11.1% |
| IJS | ISHARES TRsp smcp600vl etf | $414,874 | +15.5% | 4,025 | 0.0% | 0.01% | 0.0% | |
| EIM | Sell | EATON VANCE MUN BD FD | $403,500 | +1.3% | 39,832 | -10.4% | 0.01% | -9.1% |
| ETR | Buy | ENTERGY CORP NEW | $391,871 | +11.2% | 3,873 | +1.7% | 0.01% | 0.0% |
| FE | Sell | FIRSTENERGY CORP | $407,787 | +6.7% | 11,123 | -0.5% | 0.01% | -9.1% |
| VFL | Buy | ABRDN NATL MUN INCOME FDsh ben int | $405,848 | +39.7% | 39,750 | +17.8% | 0.01% | +25.0% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $375,592 | -0.6% | 3,829 | -15.3% | 0.01% | -10.0% |
| IYZ | Sell | ISHARES TR | $378,450 | -24.6% | 16,628 | -29.4% | 0.01% | -35.7% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $364,852 | +12.3% | 4,046 | -2.8% | 0.01% | 0.0% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $376,743 | +37.0% | 38,132 | +28.7% | 0.01% | +12.5% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $339,562 | -3.0% | 8,168 | -8.4% | 0.01% | -10.0% |
| FMN | Buy | FEDERATED HERMES PREM MUNI I | $346,185 | +20.8% | 31,500 | +5.3% | 0.01% | +12.5% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $347,952 | +23.6% | 5,953 | +11.0% | 0.01% | +12.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $367,007 | +18.1% | 9,930 | +8.5% | 0.01% | 0.0% |
| SNV | New | SYNOVUS FINL CORP | $365,017 | – | 9,695 | +100.0% | 0.01% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $340,223 | +16.3% | 836 | -0.6% | 0.01% | +12.5% |
| AUPH | AURINIA PHARMACEUTICALS INC | $364,904 | +15.7% | 40,590 | 0.0% | 0.01% | 0.0% | |
| XEL | Sell | XCEL ENERGY INC | $342,427 | +6.5% | 5,531 | -1.6% | 0.01% | 0.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $348,802 | -11.6% | 3,420 | -14.3% | 0.01% | -18.2% |
| O | Buy | REALTY INCOME CORP | $327,118 | +15.8% | 5,697 | +0.8% | 0.01% | 0.0% |
| PBT | Buy | PERMIAN BASIN RTY TRunit ben int | $308,729 | -34.0% | 22,052 | +0.1% | 0.01% | -38.5% |
| CLX | Sell | CLOROX CO DEL | $335,167 | +2.7% | 2,351 | -5.5% | 0.01% | -11.1% |
| IYF | Sell | ISHARES TRu.s. finls etf | $334,541 | +13.7% | 3,917 | -0.5% | 0.01% | 0.0% |
| SLV | Buy | ISHARES SILVER TRishares | $306,498 | +7.4% | 14,072 | +0.3% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $311,224 | +14.9% | 1,788 | +3.2% | 0.01% | +14.3% |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $334,976 | +11.2% | 21,028 | 0.0% | 0.01% | 0.0% | |
| ENPH | Buy | ENPHASE ENERGY INC | $299,075 | +13.2% | 2,263 | +3.0% | 0.01% | +14.3% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $315,403 | +2.1% | 9,071 | -9.9% | 0.01% | -11.1% |
| IQI | Buy | INVESCO QUALITY MUN INCOME T | $314,027 | +16.5% | 33,021 | +2.7% | 0.01% | +14.3% |
| QGRO | New | AMERICAN CENTY ETF TRus quality grow | $307,977 | – | 4,048 | +100.0% | 0.01% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $316,815 | +7.0% | 7,181 | +15.1% | 0.01% | 0.0% |
| DVN | Sell | DEVON ENERGY CORP NEW | $313,563 | -23.8% | 6,922 | -19.8% | 0.01% | -27.3% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $317,957 | +14.6% | 33,190 | +8.1% | 0.01% | 0.0% |
| CXH | Sell | MFS INVT GRADE MUN TRsh ben int | $320,968 | -5.0% | 42,400 | -11.3% | 0.01% | -11.1% |
| DHR | Sell | DANAHER CORPORATION | $319,606 | -18.6% | 1,382 | -12.6% | 0.01% | -27.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $308,182 | +23.1% | 1,984 | +7.4% | 0.01% | +14.3% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $304,885 | +4.8% | 26,581 | +0.0% | 0.01% | 0.0% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $316,756 | +2.7% | 36,832 | -1.3% | 0.01% | -11.1% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $321,789 | +3.8% | 1,284 | -2.6% | 0.01% | -11.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $316,203 | +51.1% | 12,755 | +45.9% | 0.01% | +33.3% |
| PHM | Buy | PULTE GROUP INC | $320,073 | +54.1% | 3,101 | +10.6% | 0.01% | +33.3% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $321,113 | +15.3% | 5,795 | +3.7% | 0.01% | 0.0% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $286,866 | +12.5% | 1,262 | -0.5% | 0.01% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $279,365 | +39.6% | 2,686 | +16.7% | 0.01% | +16.7% |
| CANADIAN PACIFIC KANSAS CITY | $275,603 | +6.2% | 3,486 | 0.0% | 0.01% | 0.0% | ||
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $285,032 | -6.7% | 3,947 | -2.6% | 0.01% | -12.5% |
| JRI | Sell | NUVEEN REAL ASSET INCOME & G | $261,098 | -0.6% | 22,278 | -9.9% | 0.01% | 0.0% |
| NHF | Buy | NEXPOINT DIVERSIFIED REL ET | $276,126 | -8.5% | 34,733 | +0.2% | 0.01% | -12.5% |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $274,120 | – | 3,455 | +100.0% | 0.01% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $272,125 | +16.2% | 4,888 | +4.1% | 0.01% | +16.7% |
| BSCU | Buy | INVESCO EXCH TRD SLF IDX FDinvsco 30 corp | $296,070 | +15.7% | 17,798 | +8.4% | 0.01% | 0.0% |
| MAV | Sell | PIONEER MUNICIPAL HIGH INCOM | $287,609 | +10.9% | 35,861 | -6.9% | 0.01% | 0.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $282,242 | +4.6% | 4,616 | -2.6% | 0.01% | 0.0% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $291,297 | -7.5% | 5,580 | -10.5% | 0.01% | -22.2% |
| PII | Buy | POLARIS INC | $298,684 | -8.2% | 3,152 | +0.9% | 0.01% | -22.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $259,445 | +9.3% | 295 | +2.4% | 0.01% | 0.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $279,340 | +16.9% | 5,913 | +2.5% | 0.01% | 0.0% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & P | $296,775 | +4.6% | 23,554 | -6.0% | 0.01% | -12.5% |
| PXD | Buy | PIONEER NAT RES CO | $274,804 | -1.6% | 1,222 | +0.5% | 0.01% | -12.5% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $269,443 | +4.3% | 3,315 | -2.5% | 0.01% | 0.0% |
| TD | Sell | TORONTO DOMINION BK ONT | $295,247 | +3.9% | 4,569 | -3.2% | 0.01% | -12.5% |
| OVV | Buy | OVINTIV INC | $262,882 | -6.8% | 5,985 | +1.0% | 0.01% | -12.5% |
| CTVA | Buy | CORTEVA INC | $298,659 | -1.3% | 6,232 | +5.3% | 0.01% | -12.5% |
| VST | VISTRA CORP | $288,678 | +16.1% | 7,494 | 0.0% | 0.01% | 0.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $267,574 | – | 117 | +100.0% | 0.01% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $268,554 | +7.8% | 15,641 | +0.4% | 0.01% | 0.0% |
| CMS | Sell | CMS ENERGY CORP | $263,759 | +5.2% | 4,542 | -3.8% | 0.01% | 0.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $263,190 | +6.2% | 2,288 | -2.0% | 0.01% | 0.0% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $281,208 | -3.7% | 18,562 | -2.6% | 0.01% | -12.5% |
| BNL | BROADSTONE NET LEASE INC | $268,770 | +20.4% | 15,608 | 0.0% | 0.01% | +16.7% | |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $298,484 | – | 8,849 | +100.0% | 0.01% | – |
| RY | ROYAL BK CDA | $282,052 | +15.7% | 2,789 | 0.0% | 0.01% | 0.0% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $267,791 | -5.7% | 1,540 | -16.5% | 0.01% | -12.5% |
| PRU | New | PRUDENTIAL FINL INC | $264,866 | – | 2,554 | +100.0% | 0.01% | – |
| HUBB | Buy | HUBBELL INC | $278,605 | +6.2% | 847 | +1.2% | 0.01% | 0.0% |
| SYK | New | STRYKER CORPORATION | $273,101 | – | 912 | +100.0% | 0.01% | – |
| DIMENSIONAL ETF TRUSTinternatnal val | $282,302 | +5.3% | 8,216 | 0.0% | 0.01% | 0.0% | ||
| TRV | New | TRAVELERS COMPANIES INC | $253,106 | – | 1,329 | +100.0% | 0.01% | – |
| BYM | Sell | BLACKROCK MUN INCOME QUALITY | $251,844 | +0.7% | 22,466 | -11.4% | 0.01% | -14.3% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $256,002 | +14.7% | 1,557 | 0.0% | 0.01% | 0.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $253,980 | +4.4% | 20,750 | 0.0% | 0.01% | -14.3% | |
| RFM | RIVERNORTH FLEXIBLE MUN INCO | $259,123 | +8.2% | 16,750 | 0.0% | 0.01% | -14.3% | |
| ROL | ROLLINS INC | $251,889 | +17.0% | 5,768 | 0.0% | 0.01% | 0.0% | |
| FEZ | Sell | SPDR INDEX SHS FDSeuro stoxx 50 | $232,117 | +4.7% | 4,855 | -8.0% | 0.01% | 0.0% |
| SPMB | New | SPDR SER TRport mtg bk etf | $250,914 | – | 11,369 | +100.0% | 0.01% | – |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $243,218 | -10.5% | 14,426 | -15.2% | 0.01% | -25.0% |
| HYDB | New | ISHARES TRhigh yld bd fctr | $254,786 | – | 5,515 | +100.0% | 0.01% | – |
| KSM | Sell | DWS STRATEGIC MUN INCOME TR | $235,142 | -15.6% | 27,184 | -26.6% | 0.01% | -25.0% |
| ASML | New | ASML HOLDING N V | $249,337 | – | 329 | +100.0% | 0.01% | – |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $255,769 | +9.3% | 3,359 | -10.7% | 0.01% | 0.0% |
| IHE | New | ISHARES TRu.s. pharma etf | $235,091 | – | 1,268 | +100.0% | 0.01% | – |
| A | New | AGILENT TECHNOLOGIES INC | $222,319 | – | 1,599 | +100.0% | 0.01% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $258,018 | – | 3,337 | +100.0% | 0.01% | – | |
| GM | Buy | GENERAL MTRS CO | $247,805 | +16.9% | 6,899 | +7.3% | 0.01% | 0.0% |
| Buy | CONSTELLATION ENERGY CORP | $223,006 | +10.5% | 1,908 | +3.1% | 0.01% | 0.0% | |
| ITA | New | ISHARES TRus aer def etf | $220,939 | – | 1,745 | +100.0% | 0.01% | – |
| YUMC | YUM CHINA HLDGS INC | $256,976 | -23.8% | 6,056 | 0.0% | 0.01% | -33.3% | |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $252,708 | -4.9% | 2,157 | -8.1% | 0.01% | -14.3% |
| COIN | New | COINBASE GLOBAL INC | $236,357 | – | 1,359 | +100.0% | 0.01% | – |
| SHOP | Sell | SHOPIFY INCcl a | $242,503 | -20.3% | 3,113 | -44.2% | 0.01% | -25.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $256,744 | +14.4% | 2,284 | +0.3% | 0.01% | 0.0% |
| HAL | Sell | HALLIBURTON CO | $224,850 | -12.5% | 6,220 | -2.0% | 0.01% | -14.3% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $252,478 | – | 2,652 | +100.0% | 0.01% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $245,518 | +10.7% | 2,373 | -2.7% | 0.01% | 0.0% |
| ILCV | ISHARES TRmorningstar valu | $249,430 | +9.0% | 3,532 | 0.0% | 0.01% | 0.0% | |
| COF | New | CAPITAL ONE FINL CORP | $249,846 | – | 1,905 | +100.0% | 0.01% | – |
| TEI | TEMPLETON EMERGING MKTS INCO | $244,800 | +10.6% | 48,000 | 0.0% | 0.01% | 0.0% | |
| WEN | Buy | WENDYS CO | $230,657 | -3.5% | 11,841 | +1.2% | 0.01% | -14.3% |
| ABC | Sell | CENCORA INC | $252,967 | +1.9% | 1,232 | -10.7% | 0.01% | -14.3% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $249,460 | +15.3% | 1,392 | -0.5% | 0.01% | 0.0% |
| IPG | New | INTERPUBLIC GROUP COS INC | $219,799 | – | 6,734 | +100.0% | 0.01% | – |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $230,739 | +8.5% | 3,981 | +0.2% | 0.01% | 0.0% |
| EDV | New | VANGUARD WORLD FDextended dur | $243,090 | – | 3,000 | +100.0% | 0.01% | – |
| MQY | Sell | BLACKROCK MUNIYILD QULT FD I | $256,843 | +11.3% | 21,070 | -6.6% | 0.01% | 0.0% |
| AZO | AUTOZONE INC | $220,940 | +1.8% | 85 | 0.0% | 0.01% | 0.0% | |
| CXE | MFS HIGH INCOME MUN TRsh ben int | $227,200 | +13.8% | 64,000 | 0.0% | 0.01% | 0.0% | |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $235,105 | -5.3% | 2,548 | -17.6% | 0.01% | -14.3% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $216,459 | -5.6% | 12,059 | -9.1% | 0.01% | -16.7% |
| OPI | Sell | OFFICE PPTYS INCOME TR | $198,682 | +76.9% | 27,142 | -0.9% | 0.01% | +66.7% |
| PPT | Sell | PUTNAM PREMIER INCOME TRsh ben int | $181,085 | +3.9% | 50,724 | -2.5% | 0.01% | 0.0% |
| BKNG | New | BOOKING HOLDINGS INC | $219,009 | – | 62 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $212,976 | – | 1,183 | +100.0% | 0.01% | – |
| NHS | Sell | NEUBERGER BERMAN HIGH YIELD | $213,744 | -1.3% | 27,687 | -3.7% | 0.01% | -16.7% |
| New | KENVUE INC | $204,819 | – | 9,513 | +100.0% | 0.01% | – | |
| PIMCO ACCESS INCOME FUND | $190,190 | +3.0% | 13,300 | 0.0% | 0.01% | 0.0% | ||
| BSL | BLACKSTONE SENI FLTN RAT 202 | $215,572 | +0.8% | 16,148 | 0.0% | 0.01% | -16.7% | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $214,945 | – | 889 | +100.0% | 0.01% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $214,787 | – | 1,369 | +100.0% | 0.01% | – |
| USHY | Sell | ISHARES TRbroad usd high | $207,276 | +1.8% | 5,702 | -2.8% | 0.01% | -16.7% |
| EFT | Sell | EATON VANCE FLTING RATE INC | $195,774 | -49.4% | 15,600 | -50.3% | 0.01% | -54.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $210,034 | -10.3% | 1,561 | -19.3% | 0.01% | -16.7% |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $214,618 | +16.4% | 19,283 | 0.0% | 0.01% | 0.0% | |
| QRVO | New | QORVO INC | $219,139 | – | 1,946 | +100.0% | 0.01% | – |
| EVG | Sell | EATON VANCE SHORT DURATION D | $201,755 | -1.6% | 19,437 | -1.7% | 0.01% | -16.7% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $215,760 | – | 3,070 | +100.0% | 0.01% | – |
| PMF | PIMCO MUN INCOME FD | $213,657 | +11.1% | 22,900 | 0.0% | 0.01% | 0.0% | |
| AXON | New | AXON ENTERPRISE INC | $218,031 | – | 844 | +100.0% | 0.01% | – |
| Sell | THOMSON REUTERS CORP. | $217,137 | +3.9% | 1,485 | -13.1% | 0.01% | -16.7% | |
| CHD | Sell | CHURCH & DWIGHT CO INC | $209,357 | +3.0% | 2,214 | -0.2% | 0.01% | -16.7% |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $214,739 | +21.2% | 17,544 | +0.2% | 0.01% | 0.0% |
| JCI | New | JOHNSON CTLS INTL PLC | $204,929 | – | 3,555 | +100.0% | 0.01% | – |
| LULU | New | LULULEMON ATHLETICA INC | $202,982 | – | 397 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $200,192 | – | 7,667 | +100.0% | 0.01% | – |
| New | ISHARES TRibonds dec 2029 | $212,872 | – | 8,315 | +100.0% | 0.01% | – | |
| PHD | Sell | PIONEER FLOATING RATE FUND I | $162,727 | +1.5% | 17,746 | -0.3% | 0.00% | 0.0% |
| PCT | PURECYCLE TECHNOLOGIES INC | $164,430 | -27.8% | 40,600 | 0.0% | 0.00% | -33.3% | |
| FSD | Sell | FIRST TR HIGH INCOME LONG / | $178,250 | -9.3% | 14,744 | -19.6% | 0.00% | -20.0% |
| FPL | Sell | FST TR NEW OPPORT MLP & ENE | $166,715 | +4.8% | 24,232 | -4.7% | 0.00% | 0.0% |
| FLC | FLAHERTY & CRUMRINE TOTAL RE | $172,199 | +6.3% | 11,835 | 0.0% | 0.00% | 0.0% | |
| CIK | CREDIT SUISSE ASSET MGMT INC | $149,329 | +20.8% | 47,709 | 0.0% | 0.00% | +33.3% | |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $157,398 | -35.4% | 19,480 | -39.4% | 0.00% | -42.9% |
| RA | Sell | BROOKFIELD REAL ASSETS INCOM | $166,159 | -4.9% | 12,971 | -9.1% | 0.00% | -20.0% |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $162,101 | -22.6% | 10,595 | -28.8% | 0.00% | -33.3% |
| VMO | INVESCO MUN OPPORTUNITY TR | $162,534 | +16.8% | 16,913 | 0.0% | 0.00% | 0.0% | |
| MQT | Sell | BLACKROCK MUNIYIELD QUALITY | $173,570 | +13.7% | 16,770 | -1.2% | 0.00% | 0.0% |
| BKN | BLACKROCK INVT QUALITY MUN T | $142,913 | +17.2% | 12,050 | 0.0% | 0.00% | +33.3% | |
| Buy | MAINSTAY CBRE GBL INFRA MEG | $159,005 | +25.6% | 12,250 | +14.0% | 0.00% | 0.0% | |
| BGT | Sell | BLACKROCK FLOATING RATE INC | $176,571 | -5.7% | 14,263 | -8.2% | 0.00% | -20.0% |
| KGC | KINROSS GOLD CORP | $165,165 | +32.7% | 27,300 | 0.0% | 0.00% | +33.3% | |
| EAD | Sell | ALLSPRING INCOME OPPORTUNITinc oppty fd | $152,255 | +5.2% | 23,352 | -1.6% | 0.00% | 0.0% |
| AVK | Buy | ADVENT CONV & INCOME FD | $141,331 | +18.0% | 12,419 | +8.8% | 0.00% | +33.3% |
| CNSL | CONSOLIDATED COMM HLDGS INC | $103,313 | +27.2% | 23,750 | 0.0% | 0.00% | +50.0% | |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $104,532 | -1.7% | 10,090 | 0.0% | 0.00% | 0.0% | |
| VTNR | VERTEX ENERGY INC | $105,443 | -23.8% | 31,104 | 0.0% | 0.00% | -25.0% | |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $100,872 | -97.5% | 20,544 | -97.2% | 0.00% | -97.3% |
| MYD | BLACKROCK MUNIYIELD FD INC | $126,935 | +17.4% | 11,775 | 0.0% | 0.00% | 0.0% | |
| Sell | SABA CAPITAL INCOME & OPRNT | $116,190 | -10.7% | 15,070 | -11.1% | 0.00% | -25.0% | |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS | $107,767 | +9.5% | 23,126 | +0.1% | 0.00% | 0.0% |
| VGM | New | INVESCO TR INVT GRADE MUNS | $102,905 | – | 10,405 | +100.0% | 0.00% | – |
| FTF | FRANKLIN LTD DURATION INCOME | $117,154 | +2.1% | 18,835 | 0.0% | 0.00% | 0.0% | |
| GAB | New | GABELLI EQUITY TR INC | $100,670 | – | 19,817 | +100.0% | 0.00% | – |
| NWL | Sell | NEWELL BRANDS INC | $109,759 | -12.5% | 12,645 | -9.0% | 0.00% | 0.0% |
| RES | Sell | RPC INC | $88,088 | -35.6% | 12,100 | -20.9% | 0.00% | -50.0% |
| FAM | Sell | FIRST TR ABRDN GBL OPP INCM | $72,580 | +3.2% | 11,539 | -6.4% | 0.00% | 0.0% |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | $72,100 | +7.7% | 16,613 | 0.0% | 0.00% | 0.0% | |
| IGR | CBRE GBL REAL ESTATE INC FD | $90,752 | +20.7% | 16,713 | 0.0% | 0.00% | 0.0% | |
| MHF | WESTERN ASSET MUN HIGH INCOM | $68,367 | +5.4% | 10,649 | 0.0% | 0.00% | 0.0% | |
| WIW | WESTERN AST INFL LKD OPP & I | $87,922 | +5.3% | 10,141 | 0.0% | 0.00% | 0.0% | |
| PDM | Sell | PIEDMONT OFFICE REALTY TR IN | $90,297 | -35.0% | 12,700 | -48.6% | 0.00% | -50.0% |
| SJT | Sell | SAN JUAN BASIN RTY TRunit ben int | $78,764 | -31.0% | 15,531 | -6.0% | 0.00% | -33.3% |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $95,067 | +10.6% | 35,080 | 0.0% | 0.00% | 0.0% | |
| BFLY | Buy | BUTTERFLY NETWORK INC | $55,636 | +13.6% | 51,515 | +24.1% | 0.00% | 0.0% |
| NCV | Buy | VIRTUS CONVERTIBLE & INCOME | $43,065 | +8.4% | 12,779 | +0.1% | 0.00% | 0.0% |
| OXLC | OXFORD LANE CAP CORP | $54,340 | -1.0% | 11,000 | 0.0% | 0.00% | -50.0% | |
| CMU | MFS HIGH YIELD MUN TRsh ben int | $56,816 | +5.8% | 17,165 | 0.0% | 0.00% | 0.0% | |
| New | GREENBRIER COS INCnote2.875% 4/1 | $10,828 | – | 11,000 | +100.0% | 0.00% | – | |
| SENS | SENSEONICS HLDGS INC | $8,286 | -5.6% | 14,535 | 0.0% | 0.00% | – | |
| LODE | COMSTOCK INC | $5,480 | +33.7% | 10,000 | 0.0% | 0.00% | – | |
| GSAT | Sell | GLOBALSTAR INC | $19,400 | +13.9% | 10,000 | -23.1% | 0.00% | – |
| New | AKAMAI TECHNOLOGIES INCnote0.375% 9/0 | $12,271 | – | 11,000 | +100.0% | 0.00% | – | |
| New | LCI INDSnote1.125% 5/1 | $10,804 | – | 11,000 | +100.0% | 0.00% | – | |
| IAUCF | I-80 GOLD CORP | $17,600 | +15.0% | 10,000 | 0.0% | 0.00% | – | |
| New | BIOMARIN PHARMACEUTICAL INCnote1.250% 5/1 | $11,282 | – | 11,000 | +100.0% | 0.00% | – | |
| New | UBER TECHNOLOGIES INCnote12/1 | $12,288 | – | 12,000 | +100.0% | 0.00% | – | |
| New | IMAX CORPnote0.500% 4/0 | $10,644 | – | 12,000 | +100.0% | 0.00% | – | |
| New | JETBLUE AIRWAYS CORPnote0.500% 4/0 | $9,221 | – | 13,000 | +100.0% | 0.00% | – | |
| TSHA | TAYSHA GENE THERAPIES INC | $17,700 | -44.0% | 10,000 | 0.0% | 0.00% | -100.0% | |
| New | ITRON INCnote3/1 | $11,926 | – | 13,000 | +100.0% | 0.00% | – | |
| CASA | CASA SYS INC | $12,588 | -37.5% | 23,750 | 0.0% | 0.00% | -100.0% | |
| SMSI | Exit | SMITH MICRO SOFTWARE INC | $0 | – | -23,980 | -100.0% | -0.00% | – |
| AGD | Exit | ABRDN GLOBAL DYNAMIC DIVIDEN | $0 | – | -10,181 | -100.0% | -0.00% | – |
| ABR | Exit | ARBOR REALTY TRUST INC | $0 | – | -10,947 | -100.0% | -0.01% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -5,265 | -100.0% | -0.01% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -2,279 | -100.0% | -0.01% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -4,709 | -100.0% | -0.01% | – |
| EXC | Exit | EXELON CORP | $0 | – | -5,303 | -100.0% | -0.01% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -10,198 | -100.0% | -0.01% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -2,695 | -100.0% | -0.01% | – |
| Exit | LINDE PLC | $0 | – | -625 | -100.0% | -0.01% | – | |
| CTAS | Exit | CINTAS CORP | $0 | – | -542 | -100.0% | -0.01% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -3,178 | -100.0% | -0.01% | – |
| EVF | Exit | EATON VANCE SR INCOME TRsh ben int | $0 | – | -56,652 | -100.0% | -0.01% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -3,061 | -100.0% | -0.01% | – |
| HEP | Exit | HOLLY ENERGY PARTNERS L P | $0 | – | -39,383 | -100.0% | -0.02% | – |
| RSF | Exit | RIVERNORTH CAP AND INCM FD I | $0 | – | -56,919 | -100.0% | -0.02% | – |
| IBML | Exit | ISHARES TRibonds dec2023 | $0 | – | -53,020 | -100.0% | -0.04% | – |
| JPS | Exit | NUVEEN PFD & INCOME SECS FD | $0 | – | -673,677 | -100.0% | -0.12% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -334,159 | -100.0% | -0.24% | – |
| IBTD | Exit | ISHARES TRibonds 23 trm ts | $0 | – | -364,303 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 41 | Q4 2023 | 3.4% |
| HOME DEPOT INC COM | 41 | Q4 2023 | 2.9% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 41 | Q4 2023 | 3.2% |
| Ishares Tr Dow Jonesselect Divid Index | 41 | Q4 2023 | 3.3% |
| SELECT SECTOR SPDR TR | 41 | Q4 2023 | 2.5% |
| Southern Company | 41 | Q4 2023 | 1.6% |
| Vanguard REIT ETF | 41 | Q4 2023 | 1.9% |
| ISHARES TR | 41 | Q4 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 41 | Q4 2023 | 2.3% |
| MICROSOFT CORP COM | 41 | Q4 2023 | 1.8% |
View Capital Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-10 |
View Capital Investment Advisors, 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.