$2.9 Billion is the total value of Capital Investment Advisors, LLC's 568 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 8.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $248,606,000 | +9.0% | 4,936,586 | +4.4% | 8.57% | -0.3% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $79,596,000 | +13.6% | 539,050 | +2.1% | 2.74% | +3.9% |
| SDY | Sell | SPDR S&P DIVIDEND ETFs&p divid etf | $74,332,000 | +3.3% | 607,887 | -0.3% | 2.56% | -5.5% |
| HD | Buy | HOME DEPOT INC COM | $73,885,000 | +6.2% | 231,696 | +1.7% | 2.55% | -2.9% |
| ANGL | Buy | VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETFfallen angel hg | $69,921,000 | +16.8% | 2,125,252 | +13.4% | 2.41% | +6.8% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl | $65,202,000 | +10.9% | 1,777,109 | +2.9% | 2.25% | +1.5% |
| MBB | Sell | ISHARES MBS ETFmbs etf | $62,986,000 | -1.2% | 581,962 | -1.0% | 2.17% | -9.7% |
| ACWX | Buy | ISHARES MSCI ACWI EX US INDEX FUNDmsci acwi ex us | $60,702,000 | +10.0% | 1,055,506 | +5.6% | 2.09% | +0.6% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDsbi healthcare | $59,481,000 | +12.1% | 472,258 | +3.9% | 2.05% | +2.5% |
| EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDno amer energy | $56,031,000 | +13.8% | 2,290,724 | +6.1% | 1.93% | +4.1% |
| SMDV | Buy | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFruss 2000 divd | $54,411,000 | +9.4% | 854,711 | +12.4% | 1.88% | +0.1% |
| AAPL | Buy | APPLE INC COM | $53,013,000 | +13.1% | 387,068 | +0.8% | 1.83% | +3.4% |
| MSFT | Buy | MICROSOFT CORP COM | $47,208,000 | +16.7% | 174,264 | +1.6% | 1.63% | +6.8% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $44,098,000 | +2.0% | 267,683 | +1.8% | 1.52% | -6.6% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Acap stk | $41,463,000 | +18.2% | 16,981 | -0.2% | 1.43% | +8.1% |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFibonds dec25 etf | $38,289,000 | +4.8% | 1,418,626 | +4.2% | 1.32% | -4.1% |
| IJH | Sell | ISHARES S&P MIDCAP FUNDcore s&p mcp etf | $38,187,000 | +2.8% | 142,103 | -0.4% | 1.32% | -5.9% |
| IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFibonds dec24 etf | $37,742,000 | +10.0% | 1,431,262 | +10.1% | 1.30% | +0.7% |
| SO | Buy | SOUTHERN CO COM | $33,866,000 | +3.0% | 559,680 | +5.8% | 1.17% | -5.7% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDcore s&p scp etf | $33,343,000 | +4.2% | 295,125 | +0.0% | 1.15% | -4.7% |
| PFE | Buy | PFIZER INC COM | $31,500,000 | +9.5% | 804,391 | +1.3% | 1.08% | +0.2% |
| CSCO | Buy | CISCO SYS INC COM | $30,352,000 | +8.4% | 572,685 | +5.7% | 1.05% | -0.9% |
| T | Buy | AT&T INC COM | $29,210,000 | -3.2% | 1,014,955 | +1.8% | 1.01% | -11.4% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bcl b | $29,166,000 | +20.0% | 140,240 | -1.9% | 1.00% | +9.7% |
| PG | Buy | PROCTER AND GAMBLE CO COM | $29,069,000 | +0.4% | 215,435 | +0.8% | 1.00% | -8.2% |
| INTC | Buy | INTEL CORP COM | $28,269,000 | -9.4% | 503,542 | +3.3% | 0.97% | -17.2% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $27,609,000 | +8.9% | 72,971 | +6.4% | 0.95% | -0.4% |
| AMZN | Buy | AMAZON COM INC COM | $24,790,000 | +11.2% | 7,206 | +0.0% | 0.85% | +1.7% |
| KO | Buy | COCA COLA CO COM | $24,556,000 | +3.7% | 453,814 | +1.0% | 0.85% | -5.2% |
| IVV | Sell | ISHARES CORE S&P 500 ETFcore s&p500 etf | $24,123,000 | +7.3% | 56,109 | -0.7% | 0.83% | -1.9% |
| MO | Buy | ALTRIA GROUP INC COM | $24,096,000 | -2.1% | 505,379 | +5.1% | 0.83% | -10.5% |
| MMM | Buy | 3M CO COM | $23,574,000 | +12.0% | 118,681 | +8.7% | 0.81% | +2.4% |
| MRK | Buy | MERCK & CO INC COM | $22,922,000 | +9.4% | 294,739 | +8.4% | 0.79% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $22,431,000 | +1.1% | 400,341 | +5.0% | 0.77% | -7.5% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $22,168,000 | +7.1% | 142,522 | +4.9% | 0.76% | -2.1% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $21,410,000 | +3.8% | 394,223 | -0.5% | 0.74% | -5.0% |
| IBDR | Buy | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFibonds dec2026 | $20,369,000 | +18.0% | 765,453 | +16.9% | 0.70% | +8.0% |
| BAC | Sell | BK OF AMERICA CORP COM | $20,000,000 | +6.1% | 485,081 | -0.4% | 0.69% | -3.0% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $18,773,000 | +2.8% | 160,978 | +0.6% | 0.65% | -6.0% |
| CMI | Buy | CUMMINS INC COM | $17,736,000 | +10.6% | 72,743 | +17.6% | 0.61% | +1.2% |
| ABBV | Buy | ABBVIE INC COM | $17,643,000 | +10.5% | 156,628 | +6.1% | 0.61% | +1.0% |
| IBDS | Buy | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFibonds 27 etf | $17,370,000 | +23.8% | 642,136 | +22.3% | 0.60% | +13.2% |
| BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDshort trm bond | $16,649,000 | -10.5% | 202,647 | -10.4% | 0.57% | -18.1% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $16,517,000 | +30.1% | 162,269 | +17.4% | 0.57% | +19.0% |
| QCOM | Buy | QUALCOMM INC COM | $16,056,000 | +12.3% | 112,336 | +4.2% | 0.55% | +2.6% |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFu.s. tech etf | $16,021,000 | +12.2% | 161,180 | -1.0% | 0.55% | +2.6% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFibds dec28 etf | $15,896,000 | +24.6% | 550,021 | +22.1% | 0.55% | +13.9% |
| VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFintl | $15,240,000 | +10.0% | 224,186 | +5.9% | 0.52% | +0.6% |
| GILD | Buy | GILEAD SCIENCES INC COM | $15,206,000 | +13.0% | 220,822 | +6.0% | 0.52% | +3.4% |
| OMC | Buy | OMNICOM GROUP INC COM | $15,072,000 | +16.8% | 188,422 | +8.3% | 0.52% | +6.8% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFibonds dec23 etf | $13,910,000 | +4.4% | 533,469 | +4.7% | 0.48% | -4.6% |
| SNA | Buy | SNAP ON INC COM | $13,708,000 | +6.3% | 61,352 | +9.8% | 0.47% | -2.9% |
| CAH | Buy | CARDINAL HEALTH INC COM | $13,539,000 | +7.4% | 237,153 | +14.3% | 0.47% | -1.7% |
| CVX | Buy | CHEVRON CORP NEW COM | $12,798,000 | +10.9% | 122,188 | +11.0% | 0.44% | +1.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $12,668,000 | +28.0% | 33,378 | +10.3% | 0.44% | +17.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $12,346,000 | +14.5% | 184,772 | +8.1% | 0.42% | +4.7% |
| NEM | Buy | NEWMONT CORP COM | $12,319,000 | +25.8% | 194,362 | +19.7% | 0.42% | +14.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COM | $12,040,000 | +17.8% | 498,981 | +7.5% | 0.42% | +7.8% |
| CVS | Buy | CVS HEALTH CORP COM | $11,136,000 | +13.1% | 133,466 | +2.0% | 0.38% | +3.5% |
| FLRN | Sell | SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETFblomberg brc inv | $11,047,000 | -6.9% | 360,435 | -6.9% | 0.38% | -14.8% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDsbi int-inds | $10,931,000 | +6.1% | 106,748 | +2.1% | 0.38% | -2.8% |
| C | Buy | CITIGROUP INC COM NEW | $10,847,000 | +7.6% | 153,308 | +10.7% | 0.37% | -1.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $10,798,000 | +22.1% | 220,763 | +8.2% | 0.37% | +11.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $10,721,000 | +9.7% | 38,577 | +0.8% | 0.37% | +0.3% |
| DIS | Buy | DISNEY WALT CO COM | $10,550,000 | -4.1% | 60,021 | +0.7% | 0.36% | -12.1% |
| MGC | Buy | VANGUARD MEGA CAP ETFmega cap index | $10,372,000 | +9.4% | 68,085 | +0.7% | 0.36% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $9,599,000 | +13.9% | 65,482 | +3.5% | 0.33% | +4.1% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFibonds dec29 etf | $9,592,000 | +70.4% | 357,661 | +66.1% | 0.33% | +56.1% |
| IBDN | Buy | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFibonds dec22 etf | $9,567,000 | +10.3% | 376,634 | +10.6% | 0.33% | +0.9% |
| IBDV | Buy | ISHARES IBONDS DEC 2030 TERM CORPORATE ETFibonds dec30 etf | $9,343,000 | +82.5% | 366,380 | +77.3% | 0.32% | +66.8% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COM | $9,275,000 | +7.4% | 1,556,227 | +2.7% | 0.32% | -1.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COM | $9,200,000 | +10.6% | 107,846 | +0.1% | 0.32% | +1.0% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OPPO COM | $8,766,000 | +7.9% | 1,660,241 | +3.8% | 0.30% | -1.3% |
| CAT | Sell | CATERPILLAR INC COM | $8,691,000 | -7.3% | 39,934 | -1.2% | 0.30% | -15.3% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $8,599,000 | -0.4% | 135,988 | +0.9% | 0.30% | -8.9% |
| XOM | Sell | EXXON MOBIL CORP COM | $8,561,000 | +12.1% | 135,715 | -0.8% | 0.30% | +2.4% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $8,496,000 | +20.1% | 56,364 | +12.9% | 0.29% | +10.2% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCOME COM | $8,465,000 | +8.9% | 542,990 | +2.5% | 0.29% | -0.3% |
| IBTA | New | ISHARES IBONDS DEC 2021 TERM TREASURY ETFibonds 21 trm ts | $7,795,000 | – | 307,503 | +100.0% | 0.27% | – |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $7,742,000 | -7.6% | 57,619 | -10.5% | 0.27% | -15.5% |
| BHK | Sell | BLACKROCK CORE BD TR SHS BEN INT | $7,751,000 | -1.9% | 469,179 | -6.8% | 0.27% | -10.4% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $7,539,000 | +11.6% | 76,067 | -0.1% | 0.26% | +2.0% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $7,229,000 | +6.2% | 40,487 | -0.0% | 0.25% | -2.7% |
| SPY | Buy | SPDR S&P 500 ETFtr unit | $6,971,000 | +10.3% | 16,286 | +2.1% | 0.24% | +0.8% |
| LLY | Buy | LILLY ELI & CO COM | $6,910,000 | +27.0% | 30,104 | +3.4% | 0.24% | +16.1% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $6,911,000 | -4.7% | 26,041 | -3.6% | 0.24% | -12.8% |
| ISD | Buy | PGIM HIGH YIELD BOND FUND INC COM | $6,716,000 | +10.7% | 412,757 | +6.5% | 0.23% | +0.9% |
| MCD | Buy | MCDONALDS CORP COM | $6,551,000 | +9.5% | 28,359 | +6.2% | 0.23% | +0.4% |
| JFR | Sell | NUVEEN FLOATING RATE INCOME FD COM | $6,509,000 | +2.6% | 649,557 | -1.1% | 0.22% | -6.3% |
| IBDM | Sell | ISHARES IBONDS DEC 2021 TERM CORPORATE ETFibonds dec21 etf | $6,411,000 | -0.5% | 258,733 | -0.2% | 0.22% | -9.1% |
| BLW | Sell | BLACKROCK LTD DURATION INCOME COM SHS | $6,374,000 | +1.1% | 374,490 | -0.5% | 0.22% | -7.6% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDdiv app etf | $6,340,000 | +3.9% | 40,959 | -1.3% | 0.22% | -5.2% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEW | $6,241,000 | +2.5% | 63,224 | +0.3% | 0.22% | -6.1% |
| DNMR | Buy | DANIMER SCIENTIFIC INC COM CL A | $6,111,000 | +291.5% | 243,952 | +489.8% | 0.21% | +257.6% |
| PEP | Buy | PEPSICO INC COM | $6,064,000 | +9.0% | 40,928 | +4.0% | 0.21% | -0.5% |
| NVDA | Buy | NVIDIA CORPORATION COM | $5,967,000 | +63.8% | 7,458 | +9.3% | 0.21% | +50.4% |
| ORCL | Buy | ORACLE CORP COM | $5,801,000 | +11.0% | 74,519 | +0.0% | 0.20% | +1.5% |
| CWI | Sell | SPDR MSCI ACWI EX-US ETFmsci acwi exus | $5,744,000 | +1.8% | 190,199 | -2.6% | 0.20% | -7.0% |
| V | Buy | VISA INC COM CL A | $5,637,000 | +17.5% | 24,108 | +6.4% | 0.19% | +7.2% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETFus healthcare etf | $5,614,000 | +5.3% | 20,575 | -2.5% | 0.19% | -4.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $5,594,000 | +16.4% | 13,968 | +8.2% | 0.19% | +6.6% |
| VTR | Buy | VENTAS INC COM | $5,503,000 | +19.4% | 96,374 | +11.6% | 0.19% | +9.2% |
| MGP | Buy | MGM GROWTH PPTYS LLC CL A COMcl a | $5,370,000 | +37.8% | 146,646 | +22.7% | 0.18% | +25.9% |
| BA | Buy | BOEING CO COM | $5,222,000 | -4.0% | 21,798 | +2.1% | 0.18% | -12.2% |
| JRO | Buy | NUVEEN FLOATING RATE INCOME OP COM SHS | $5,099,000 | +8.4% | 522,489 | +6.0% | 0.18% | -0.6% |
| ACBI | ATLANTIC CAP BANCSHARES INC COM | $5,092,000 | +5.6% | 200,000 | 0.0% | 0.18% | -3.8% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDsbi int-energy | $5,080,000 | +8.3% | 94,295 | -1.3% | 0.18% | -1.1% |
| EFR | Sell | EATON VANCE SR FLTNG RTE TR COM | $5,044,000 | -7.2% | 356,454 | -9.6% | 0.17% | -15.1% |
| SRLN | New | SPDR BLACKSTONE SENIOR LOAN ETFblackstone senr | $5,048,000 | – | 109,047 | +100.0% | 0.17% | – |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DIVI COM | $4,981,000 | +14.4% | 491,674 | +6.8% | 0.17% | +4.9% |
| MUI | Buy | BLACKROCK MUNI INTER DR FD INC COM | $4,956,000 | +6.7% | 316,911 | +2.6% | 0.17% | -2.3% |
| DRE | Buy | DUKE REALTY CORP COM NEW | $4,943,000 | +25.5% | 104,397 | +11.2% | 0.17% | +14.9% |
| TGT | Buy | TARGET CORP COM | $4,876,000 | +28.3% | 20,168 | +5.1% | 0.17% | +17.5% |
| ARKK | Sell | ARK INNOVATION ETFinnovation etf | $4,779,000 | -4.8% | 36,543 | -12.7% | 0.16% | -12.7% |
| REM | Sell | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $4,767,000 | -2.3% | 128,428 | -7.2% | 0.16% | -10.9% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COM | $4,654,000 | +6.0% | 296,460 | +0.1% | 0.16% | -3.0% |
| CONE | Buy | CYRUSONE INC COM | $4,651,000 | +17.9% | 65,025 | +11.6% | 0.16% | +7.4% |
| HYI | Sell | WESTERN ASSET HIGH YIELD DEFIN COM | $4,617,000 | -6.1% | 294,238 | -7.7% | 0.16% | -14.1% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $4,594,000 | +19.9% | 11,610 | +6.8% | 0.16% | +9.7% |
| CUZ | Buy | COUSINS PPTYS INC COM NEW | $4,472,000 | +17.1% | 121,581 | +12.5% | 0.15% | +6.9% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME FD COM | $4,454,000 | +8.4% | 278,216 | +2.5% | 0.15% | -1.3% |
| D | Buy | DOMINION ENERGY INC COM | $4,412,000 | +120.7% | 59,967 | +127.9% | 0.15% | +102.7% |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL Bcl b | $4,141,000 | -5.8% | 77,124 | -10.3% | 0.14% | -13.9% |
| VLO | Buy | VALERO ENERGY CORP COM | $4,161,000 | +11.0% | 53,292 | +1.8% | 0.14% | +1.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COM | $3,986,000 | +150.4% | 47,120 | +150.6% | 0.14% | +128.3% |
| WMT | Buy | WALMART INC COM | $3,931,000 | +7.5% | 27,876 | +3.5% | 0.14% | -2.2% |
| IVH | Sell | DELAWARE IVY HIGH INCOME OPPO COM | $3,913,000 | +1.1% | 278,516 | -1.9% | 0.14% | -7.5% |
| TXN | Buy | TEXAS INSTRS INC COM | $3,747,000 | +30.2% | 19,483 | +28.0% | 0.13% | +19.4% |
| FB | Sell | FACEBOOK INC CL Acl a | $3,748,000 | +14.7% | 10,778 | -2.8% | 0.13% | +4.9% |
| NEE | Buy | NEXTERA ENERGY INC COM | $3,756,000 | -3.1% | 51,256 | +0.0% | 0.13% | -11.6% |
| AMGN | Buy | AMGEN INC COM | $3,725,000 | -1.8% | 15,281 | +0.2% | 0.13% | -10.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC COM | $3,675,000 | +15.0% | 16,438 | +13.9% | 0.13% | +5.8% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDsbi cons stpls | $3,622,000 | -2.6% | 51,769 | -4.9% | 0.12% | -10.7% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk | $3,536,000 | +17.6% | 1,411 | -3.0% | 0.12% | +8.0% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $3,373,000 | +30.1% | 12,426 | +16.5% | 0.12% | +18.4% |
| ET | Sell | ENERGY TRANSFER L P COM UT LTD PTN | $3,306,000 | +31.8% | 311,043 | -4.8% | 0.11% | +20.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $3,256,000 | +6.6% | 41,283 | +2.6% | 0.11% | -2.6% |
| EMR | Buy | EMERSON ELEC CO COM | $3,214,000 | +20.3% | 33,399 | +12.8% | 0.11% | +9.9% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDshrt trm corp bd | $3,219,000 | +344.0% | 38,921 | +342.8% | 0.11% | +311.1% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC FD COM | $3,204,000 | +3.4% | 179,394 | -2.2% | 0.11% | -6.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $3,173,000 | +12.4% | 357,351 | +8.8% | 0.11% | +2.8% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $3,085,000 | +3.7% | 26,324 | +2.7% | 0.11% | -5.4% |
| ARDC | Sell | ARES DYNAMIC CR ALLOCATION FD COM | $3,032,000 | +6.5% | 187,516 | -1.0% | 0.10% | -2.8% |
| NRZ | Sell | NEW RESIDENTIAL INVT CORP COM NEW | $2,980,000 | -7.8% | 281,352 | -2.1% | 0.10% | -15.6% |
| UNP | Buy | UNION PAC CORP COM | $3,000,000 | +24.7% | 13,641 | +25.0% | 0.10% | +13.2% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $2,983,000 | +2.6% | 54,083 | -0.7% | 0.10% | -5.5% |
| HON | Sell | HONEYWELL INTL INC COM | $2,903,000 | -3.1% | 13,234 | -4.1% | 0.10% | -11.5% |
| KMI | Buy | KINDER MORGAN INC DEL COM | $2,867,000 | +14.2% | 157,290 | +4.3% | 0.10% | +4.2% |
| TQQQ | Sell | PROSHARES ULTRAPRO QQQultrapro qqq | $2,865,000 | +28.4% | 23,390 | -4.3% | 0.10% | +17.9% |
| BGB | Sell | BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN | $2,884,000 | +2.6% | 207,062 | -1.8% | 0.10% | -6.6% |
| NKE | Sell | NIKE INC CL Bcl b | $2,784,000 | +3.1% | 18,022 | -11.3% | 0.10% | -5.9% |
| WFC | Sell | WELLS FARGO CO NEW COM | $2,775,000 | +15.8% | 61,269 | -0.1% | 0.10% | +6.7% |
| TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $2,777,000 | +4.0% | 21,694 | +2.0% | 0.10% | -5.0% |
| KTF | Buy | DWS MUN INCOME TR COM | $2,768,000 | +7.2% | 226,313 | +2.2% | 0.10% | -2.1% |
| KMB | Buy | KIMBERLY-CLARK CORP COM | $2,723,000 | +1.8% | 20,352 | +5.7% | 0.09% | -6.9% |
| MDT | Buy | MEDTRONIC PLC SHS | $2,711,000 | +12.4% | 21,843 | +7.0% | 0.09% | +2.2% |
| ICF | Sell | ISHARES COHEN & STEERS REIT ETFcohen steer reit | $2,653,000 | +12.6% | 40,602 | -0.4% | 0.09% | +2.2% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFequity premium | $2,647,000 | +159.5% | 43,702 | +149.1% | 0.09% | +139.5% |
| LEO | Sell | BNY MELLON STRATEGIC MUNS INC COM | $2,579,000 | +3.3% | 287,566 | -1.6% | 0.09% | -5.3% |
| AFB | Buy | ALLIANCEBERNSTEIN NATL MUN INM COM | $2,592,000 | +7.1% | 170,286 | +0.2% | 0.09% | -2.2% |
| GIS | Sell | GENERAL MLS INC COM | $2,591,000 | -5.3% | 42,528 | -4.7% | 0.09% | -13.6% |
| FAS | Sell | DIREXION DAILY FINANCIAL BULL 3X SHARESdly fin bull new | $2,592,000 | +17.5% | 23,712 | -2.3% | 0.09% | +7.2% |
| MFL | Sell | BLACKROCK MUNIHLDS INVSTM QLTY COM | $2,560,000 | +1.9% | 173,295 | -1.5% | 0.09% | -7.4% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $2,513,000 | +3.8% | 200,860 | -1.7% | 0.09% | -4.4% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD INC COM | $2,501,000 | -70.5% | 203,002 | -71.9% | 0.09% | -73.1% |
| CAG | Buy | CONAGRA BRANDS INC COM | $2,476,000 | -3.1% | 68,048 | +0.1% | 0.08% | -11.5% |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOME COM SHS | $2,476,000 | +2.6% | 190,783 | -2.2% | 0.08% | -6.6% |
| BLK | Buy | BLACKROCK INC COM | $2,442,000 | +16.6% | 2,791 | +0.5% | 0.08% | +6.3% |
| GLD | Buy | SPDR GOLD SHARES | $2,435,000 | +7.1% | 14,704 | +3.4% | 0.08% | -2.3% |
| IBB | Sell | ISHARES BIOTECHNOLOGY FUNDnasdaq biotech | $2,432,000 | +5.4% | 14,858 | -3.0% | 0.08% | -3.4% |
| PNW | Buy | PINNACLE WEST CAP CORP COM | $2,449,000 | +607.8% | 29,880 | +603.2% | 0.08% | +546.2% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $2,327,000 | +10.7% | 135,218 | +3.9% | 0.08% | +1.3% |
| MAIN | Buy | MAIN STR CAP CORP COM | $2,279,000 | +9.0% | 55,463 | +3.9% | 0.08% | 0.0% |
| WELL | Sell | WELLTOWER INC COM | $2,258,000 | +15.6% | 27,178 | -0.3% | 0.08% | +5.4% |
| RNP | Sell | COHEN & STEERS REIT & PFD & IN COM | $2,229,000 | +10.2% | 81,903 | -1.2% | 0.08% | +1.3% |
| TFC | Buy | TRUIST FINL CORP COM | $2,181,000 | +4.7% | 39,306 | +10.0% | 0.08% | -5.1% |
| APD | Sell | AIR PRODS & CHEMS INC COM | $2,108,000 | -1.3% | 7,326 | -3.5% | 0.07% | -8.8% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $2,081,000 | +18.0% | 7,139 | -1.7% | 0.07% | +9.1% |
| SPTI | Buy | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFportfolio s&p500 | $2,055,000 | +1.0% | 63,460 | +0.0% | 0.07% | -7.8% |
| PMO | Buy | PUTNAM MUN OPPORTUNITIES TR SH BEN INTsh ben int | $2,034,000 | +6.0% | 143,878 | +0.5% | 0.07% | -2.8% |
| BX | Buy | BLACKSTONE GROUP INC COM | $1,997,000 | +70.4% | 20,560 | +30.8% | 0.07% | +56.8% |
| TSN | Buy | TYSON FOODS INC CL A | $1,963,000 | +8.6% | 26,610 | +9.3% | 0.07% | 0.0% |
| K | Sell | KELLOGG CO COM | $1,982,000 | +0.9% | 30,814 | -0.8% | 0.07% | -8.1% |
| SBUX | Sell | STARBUCKS CORP COM | $1,962,000 | +0.2% | 17,546 | -2.1% | 0.07% | -8.1% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFiboxx hi td etf | $1,961,000 | +1.1% | 22,272 | +0.1% | 0.07% | -6.8% |
| GGG | GRACO INC COM | $1,975,000 | +5.7% | 26,095 | 0.0% | 0.07% | -2.9% | |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $1,980,000 | -1.7% | 26,178 | -5.3% | 0.07% | -10.5% |
| QQQ | Sell | INVESCO QQQ TRUSTunit ser 1 | $1,982,000 | +2.0% | 5,593 | -8.1% | 0.07% | -6.8% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETF1 3 yr treas bd | $1,935,000 | -1.9% | 22,463 | -1.8% | 0.07% | -9.5% |
| CMCSA | Buy | COMCAST CORP NEW CL Acl a | $1,927,000 | +23.0% | 33,801 | +16.7% | 0.07% | +11.9% |
| AVGO | Buy | BROADCOM INC COM | $1,899,000 | +31.2% | 3,983 | +27.7% | 0.06% | +18.2% |
| BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDtotal bnd mkt | $1,897,000 | +41.1% | 22,089 | +39.3% | 0.06% | +27.5% |
| NKG | Buy | NUVEEN GEORGIA QLTY MUN INC FD COM | $1,835,000 | +9.2% | 131,193 | +1.6% | 0.06% | 0.0% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $1,827,000 | +3.1% | 16,945 | +3.1% | 0.06% | -6.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFcore msci eafe | $1,794,000 | +3.6% | 23,964 | -0.3% | 0.06% | -4.6% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term | $1,793,000 | +11.3% | 19,935 | +9.8% | 0.06% | +1.6% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Acl a | $1,785,000 | -7.9% | 13,073 | -0.1% | 0.06% | -15.1% |
| EVN | Buy | EATON VANCE MUNI INCOME TRUST SH BEN INTsh | $1,774,000 | +4.5% | 126,461 | +2.5% | 0.06% | -4.7% |
| ED | Buy | CONSOLIDATED EDISON INC COM | $1,745,000 | +5.6% | 24,334 | +10.2% | 0.06% | -3.2% |
| PHT | Sell | PIONEER HIGH INCOME FUND INC COM | $1,714,000 | -47.8% | 176,483 | -49.6% | 0.06% | -52.4% |
| BLV | Sell | VANGUARD LONG-TERM BOND INDEX FUNDlong term bond | $1,670,000 | +3.9% | 16,205 | -1.0% | 0.06% | -4.9% |
| PID | Buy | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFintl divi achi | $1,692,000 | +6.6% | 95,772 | +0.7% | 0.06% | -3.3% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Acl a | $1,674,000 | +8.5% | 4 | 0.0% | 0.06% | 0.0% | |
| INTU | Buy | INTUIT COM | $1,644,000 | +30.9% | 3,354 | +2.3% | 0.06% | +21.3% |
| DSM | Buy | BNY MELLON STRATEGIC MUN BD FD COM | $1,624,000 | +7.8% | 197,369 | +2.5% | 0.06% | -1.8% |
| GPC | Buy | GENUINE PARTS CO COM | $1,620,000 | +17.9% | 12,812 | +7.8% | 0.06% | +7.7% |
| PBA | Sell | PEMBINA PIPELINE CORP COM | $1,630,000 | +10.0% | 51,318 | -0.1% | 0.06% | 0.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $1,590,000 | -2.1% | 5,887 | -13.3% | 0.06% | -9.8% |
| KIO | Buy | KKR INCOME OPPORTUNITIES FD COM | $1,584,000 | +10.3% | 94,990 | +4.6% | 0.06% | +1.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COM | $1,598,000 | +48.5% | 8,190 | +31.0% | 0.06% | +34.1% |
| WMB | Buy | WILLIAMS COS INC COM | $1,536,000 | +12.1% | 57,858 | +0.0% | 0.05% | +1.9% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt | $1,535,000 | +2.7% | 6,887 | -4.8% | 0.05% | -5.4% |
| MHD | Buy | BLACKROCK MUNIHOLDINGS FD INC COM | $1,522,000 | +8.1% | 90,703 | +3.0% | 0.05% | -1.9% |
| CLX | Buy | CLOROX CO DEL COM | $1,502,000 | +505.6% | 8,347 | +550.1% | 0.05% | +477.8% |
| GD | Sell | GENERAL DYNAMICS CORP COM | $1,471,000 | +2.7% | 7,811 | -1.0% | 0.05% | -5.6% |
| XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | $1,482,000 | +11.5% | 18,304 | +1.0% | 0.05% | +2.0% |
| PLD | Buy | PROLOGIS INC. COM | $1,460,000 | +22.2% | 12,212 | +8.3% | 0.05% | +11.1% |
| GE | Buy | GENERAL ELECTRIC CO COM | $1,448,000 | +3.1% | 107,550 | +0.5% | 0.05% | -5.7% |
| MYI | Buy | BLACKROCK MUNIYIELD QUALITY FD COM | $1,434,000 | +8.4% | 96,567 | +4.1% | 0.05% | -2.0% |
| ABT | Sell | ABBOTT LABS COM | $1,422,000 | -4.9% | 12,269 | -1.6% | 0.05% | -12.5% |
| HYLS | Sell | FIRST TRUST TACTICAL HIGH YIELD ETFfirst tr ta hiyl | $1,413,000 | -12.9% | 29,122 | -12.7% | 0.05% | -19.7% |
| IIM | Buy | INVESCO VALUE MUN INCOME TR COM | $1,386,000 | +10.6% | 84,040 | +5.1% | 0.05% | +2.1% |
| AFL | Buy | AFLAC INC COM | $1,362,000 | +5.1% | 25,378 | +0.2% | 0.05% | -4.1% |
| PAYX | Sell | PAYCHEX INC COM | $1,368,000 | +9.2% | 12,746 | -0.3% | 0.05% | 0.0% |
| BIB | Buy | PROSHARES ULTRA NASDAQ BIOTECHNOLOGY | $1,358,000 | +22.2% | 13,782 | +3.8% | 0.05% | +11.9% |
| MUE | Buy | BLACKROCK MUNIHOLDINGS QUALITY COM | $1,329,000 | +9.4% | 94,857 | +4.7% | 0.05% | 0.0% |
| DE | Buy | DEERE & CO COM | $1,326,000 | +0.6% | 3,761 | +6.8% | 0.05% | -8.0% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFsh tr crport etf | $1,340,000 | +1.4% | 24,441 | +1.2% | 0.05% | -8.0% |
| GHY | Buy | PGIM GLOBAL HIGH YIELD FD FORM COM | $1,321,000 | +7.1% | 82,884 | +0.2% | 0.05% | 0.0% |
| HYB | Buy | NEW AMER HIGH INCOME FD INC COM NEW | $1,271,000 | +1.8% | 137,740 | +0.0% | 0.04% | -6.4% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $1,283,000 | +5.7% | 8,089 | +1.0% | 0.04% | -4.3% |
| OKE | Buy | ONEOK INC NEW COM | $1,271,000 | +346.0% | 22,851 | +305.5% | 0.04% | +300.0% |
| PKG | Sell | PACKAGING CORP AMER COM | $1,287,000 | -6.7% | 9,503 | -7.3% | 0.04% | -15.4% |
| F | Buy | FORD MTR CO DEL COM | $1,240,000 | +27.2% | 83,422 | +4.8% | 0.04% | +16.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $1,245,000 | -43.0% | 6,269 | -45.9% | 0.04% | -47.6% |
| SYY | Sell | SYSCO CORP COM | $1,243,000 | -2.0% | 15,983 | -0.8% | 0.04% | -10.4% |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD COM | $1,217,000 | +6.5% | 61,574 | -1.6% | 0.04% | -2.3% |
| MS | Buy | MORGAN STANLEY COM NEW | $1,222,000 | +38.7% | 13,328 | +17.5% | 0.04% | +27.3% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $1,219,000 | +2.8% | 9,345 | -10.4% | 0.04% | -6.7% |
| IWC | Sell | ISHARES MICRO-CAP ETFmicro-cap etf | $1,191,000 | -1.5% | 7,803 | -5.2% | 0.04% | -10.9% |
| VKI | Sell | INVESCO ADVANTAGE MUN INCOME T SH BEN INTsh ben int | $1,203,000 | -2.4% | 98,487 | -5.3% | 0.04% | -10.9% |
| IGRO | New | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFintl div grwth | $1,199,000 | – | 17,781 | +100.0% | 0.04% | – |
| BGH | Buy | BARINGS GLOBAL SHORT DURATION COM | $1,175,000 | +11.3% | 68,770 | +4.8% | 0.04% | 0.0% |
| ABMD | Buy | ABIOMED INC COM | $1,156,000 | +1.9% | 3,705 | +4.1% | 0.04% | -7.0% |
| AFT | Buy | APOLLO SR FLOATING RATE FD INC COM | $1,170,000 | +23.3% | 74,133 | +16.1% | 0.04% | +11.1% |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM | $1,152,000 | +16.7% | 12,269 | -2.4% | 0.04% | +8.1% |
| HEP | Sell | HOLLY ENERGY PARTNERS L P COM UT LTD PTN | $1,169,000 | +16.1% | 51,674 | -1.9% | 0.04% | +5.3% |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $1,118,000 | +4.3% | 17,908 | -2.2% | 0.04% | -2.5% |
| NXRT | Buy | NEXPOINT RESIDENTIAL TR INC COM | $1,143,000 | +19.3% | 20,790 | +0.0% | 0.04% | +8.3% |
| BSCS | Sell | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFinvsco blsh 28 | $1,091,000 | +1.7% | 47,257 | -0.6% | 0.04% | -5.0% |
| JPC | Sell | NUVEEN PFD & INCOME OPPORTUNIT COM | $1,114,000 | +5.0% | 111,649 | -0.2% | 0.04% | -5.0% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $1,109,000 | -6.8% | 9,618 | -8.0% | 0.04% | -15.6% |
| GPN | Buy | GLOBAL PMTS INC COM | $1,077,000 | -5.1% | 5,743 | +2.0% | 0.04% | -14.0% |
| OPI | Sell | OFFICE PPTYS INCOME TR COM SHS BEN INT | $1,080,000 | +5.2% | 36,857 | -1.2% | 0.04% | -5.1% |
| BIIB | Sell | BIOGEN INC COM | $1,073,000 | +12.5% | 3,100 | -9.1% | 0.04% | +2.8% |
| VV | Sell | VANGUARD LARGE-CAP INDEX FUNDlarge cap etf | $1,058,000 | +8.2% | 5,272 | -0.1% | 0.04% | -2.7% |
| COLD | Sell | AMERICOLD RLTY TR COM | $1,059,000 | -3.0% | 27,986 | -1.4% | 0.04% | -12.2% |
| LOW | Buy | LOWES COS INC COM | $1,041,000 | +17.0% | 5,369 | +14.7% | 0.04% | +5.9% |
| DLR | Buy | DIGITAL RLTY TR INC COM | $1,032,000 | +7.3% | 6,856 | +0.3% | 0.04% | 0.0% |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,031,000 | +0.4% | 47,887 | -0.6% | 0.04% | -7.7% |
| ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDmsci awi etf | $1,058,000 | +6.3% | 10,457 | +0.0% | 0.04% | -2.7% |
| DSU | Sell | BLACKROCK DEBT STRATEGIES FD I COM NEW | $1,031,000 | +2.3% | 90,004 | -1.8% | 0.04% | -5.3% |
| WM | Buy | WASTE MGMT INC DEL COM | $1,041,000 | +16.6% | 7,430 | +7.4% | 0.04% | +5.9% |
| PMM | PUTNAM MANAGED MUN INCOME TR COM | $1,010,000 | +7.7% | 115,119 | 0.0% | 0.04% | 0.0% | |
| ERC | Sell | WELLS FARGO ADV MULTI SCTR INC COM | $1,018,000 | +0.9% | 79,431 | -1.6% | 0.04% | -7.9% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $1,009,000 | +19.8% | 6,107 | +2.6% | 0.04% | +9.4% |
| AIF | Buy | APOLLO TACTICAL INCOME FD INC COM | $1,002,000 | +5.3% | 64,012 | +0.0% | 0.04% | -2.8% |
| DD | Buy | DUPONT DE NEMOURS INC COM | $1,019,000 | +0.3% | 13,163 | +0.1% | 0.04% | -7.9% |
| BSCR | Sell | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1,019,000 | +0.8% | 46,506 | -0.6% | 0.04% | -7.9% |
| BSCP | Sell | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $976,000 | -3.0% | 43,738 | -3.7% | 0.03% | -10.5% |
| COP | Sell | CONOCOPHILLIPS COM | $974,000 | +14.7% | 15,989 | -0.2% | 0.03% | +6.2% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | $997,000 | -3.6% | 44,948 | -3.6% | 0.03% | -12.8% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEW | $983,000 | -9.1% | 22,716 | +1.3% | 0.03% | -17.1% |
| CIM | Buy | CHIMERA INVT CORP COM NEW | $983,000 | +21.1% | 65,270 | +2.0% | 0.03% | +9.7% |
| CDLX | CARDLYTICS INC COM | $958,000 | +15.7% | 7,550 | 0.0% | 0.03% | +6.5% | |
| FRA | Sell | BLACKROCK FLOATING RATE INCOME COM | $947,000 | +1.5% | 71,438 | -0.4% | 0.03% | -5.7% |
| CRM | Sell | SALESFORCE COM INC COM | $951,000 | +9.6% | 3,895 | -4.9% | 0.03% | 0.0% |
| VTA | Sell | INVESCO DYNAMIC CR OPPORTUNITI COM | $949,000 | +3.4% | 80,013 | -0.9% | 0.03% | -5.7% |
| ARKG | Sell | ARK GENOMIC REVOLUTION ETFark etf tr | $964,000 | -35.0% | 10,422 | -37.7% | 0.03% | -41.1% |
| CAPE | Buy | IPATH SHILLER CAPE ETNipath shilr cape | $959,000 | +8.0% | 45,745 | +888.4% | 0.03% | 0.0% |
| MCK | Sell | MCKESSON CORP COM | $961,000 | -10.8% | 5,023 | -9.0% | 0.03% | -19.5% |
| VOO | Buy | VANGUARD S&P 500 ETF | $943,000 | +9.8% | 2,396 | +1.6% | 0.03% | 0.0% |
| DOW | Buy | DOW INC COM | $942,000 | +16.3% | 14,893 | +17.6% | 0.03% | +3.2% |
| ETN | Buy | EATON CORP PLC SHS | $935,000 | +8.5% | 6,309 | +1.2% | 0.03% | 0.0% |
| EIM | Buy | EATON VANCE MUN BD FD COM | $933,000 | +6.3% | 68,204 | +3.4% | 0.03% | -3.0% |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDgrowth etf | $933,000 | +15.3% | 3,254 | +3.3% | 0.03% | +6.7% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $900,000 | +19.5% | 2,465 | +16.6% | 0.03% | +10.7% |
| YUM | Buy | YUM BRANDS INC COM | $907,000 | +9.1% | 7,887 | +2.7% | 0.03% | 0.0% |
| BLE | New | BLACKROCK MUNI INCOME TR II COM | $893,000 | – | 56,693 | +100.0% | 0.03% | – |
| TSLA | Sell | TESLA INC COM | $911,000 | -13.2% | 1,341 | -14.6% | 0.03% | -22.5% |
| UDOW | Buy | PROSHARES ULTRAPRO DOW 30ultrpro dow30 | $894,000 | +10.2% | 12,240 | +93.7% | 0.03% | 0.0% |
| AMAT | Sell | APPLIED MATLS INC COM | $894,000 | +5.1% | 6,280 | -1.4% | 0.03% | -3.1% |
| NFLX | Buy | NETFLIX INC COM | $903,000 | +6.0% | 1,709 | +4.6% | 0.03% | -3.1% |
| PSA | Sell | PUBLIC STORAGE COM | $870,000 | +18.0% | 2,892 | -3.1% | 0.03% | +7.1% |
| MAV | Buy | PIONEER MUNICIPAL HIGH INCOME COM | $880,000 | +7.6% | 71,327 | +3.1% | 0.03% | -3.2% |
| MMC | Sell | MARSH & MCLENNAN COS INC COM | $869,000 | +10.0% | 6,180 | -4.7% | 0.03% | 0.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A - | $853,000 | +15.1% | 8,292 | +16.5% | 0.03% | +3.6% |
| SJNK | Buy | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFbloomberg srt tr | $836,000 | +1.1% | 30,294 | +0.1% | 0.03% | -6.5% |
| DTE | Buy | DTE ENERGY CO COM | $845,000 | +2.2% | 6,519 | +4.9% | 0.03% | -6.5% |
| VKQ | Buy | INVESCO MUN TR COM | $844,000 | +8.1% | 61,535 | +4.0% | 0.03% | 0.0% |
| PGF | Sell | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $841,000 | +0.5% | 43,596 | -1.7% | 0.03% | -9.4% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDvalue etf | $836,000 | +16.9% | 6,084 | +11.8% | 0.03% | +7.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COM | $852,000 | +28.9% | 3,941 | +20.9% | 0.03% | +16.0% |
| EFX | Buy | EQUIFAX INC COM | $830,000 | +35.2% | 3,465 | +2.3% | 0.03% | +26.1% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDsbi materials | $810,000 | +6.0% | 9,844 | +1.5% | 0.03% | -3.4% |
| MFM | MFS MUN INCOME TR SH BEN INTsh ben int | $817,000 | +4.6% | 114,450 | 0.0% | 0.03% | -3.4% | |
| SCHP | Buy | SCHWAB U.S. TIPS ETFus tips etf | $814,000 | +6.8% | 13,020 | +4.6% | 0.03% | -3.4% |
| RSF | Buy | RIVERNORTH SPECIALTY FIN CORP COM | $823,000 | +33.6% | 41,367 | +20.1% | 0.03% | +21.7% |
| IDU | Sell | ISHARES U.S. UTILITIES ETFu.s. utilits etf | $803,000 | -1.7% | 10,229 | -0.3% | 0.03% | -9.7% |
| ARCC | Buy | ARES CAPITAL CORP COM | $785,000 | +7.8% | 40,055 | +3.0% | 0.03% | 0.0% |
| DMF | Sell | BNY MELLON MUN INCOME INC COM | $744,000 | +3.9% | 79,891 | -2.3% | 0.03% | -3.7% |
| IYC | Sell | ISHARES U.S. CONSUMER SERVICES ETFu.s. cnsm sv etf | $763,000 | +2.1% | 9,836 | -1.5% | 0.03% | -7.1% |
| IQI | Buy | INVESCO QUALITY MUN INCOME TR COM | $742,000 | +5.0% | 54,955 | +0.8% | 0.03% | -3.7% |
| BGX | Buy | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $735,000 | +15.4% | 48,607 | +7.9% | 0.02% | +4.2% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $734,000 | +14.7% | 9,028 | +11.2% | 0.02% | +4.2% |
| VB | Buy | VANGUARD SMALL-CAP INDEX FUNDsmall cp etf | $717,000 | +5.3% | 3,184 | +0.0% | 0.02% | -3.8% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $716,000 | +9.6% | 9,848 | -1.8% | 0.02% | 0.0% |
| PII | Buy | POLARIS INC COM | $714,000 | +7.7% | 5,212 | +4.9% | 0.02% | 0.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $725,000 | +27.4% | 1,995 | +13.5% | 0.02% | +19.0% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A | $731,000 | +10.8% | 2,480 | +3.8% | 0.02% | 0.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $728,000 | -30.2% | 13,840 | -27.2% | 0.02% | -35.9% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COM | $700,000 | -16.1% | 4,674 | -13.0% | 0.02% | -22.6% |
| ABR | New | ARBOR REALTY TRUST INC COM | $701,000 | – | 39,355 | +100.0% | 0.02% | – |
| ENB | Buy | ENBRIDGE INC COM | $705,000 | +123.1% | 17,606 | +102.9% | 0.02% | +100.0% |
| FEZ | Sell | SPDR EURO STOXX 50 ETFeuro stoxx 50 | $703,000 | -6.0% | 15,019 | -10.7% | 0.02% | -14.3% |
| JHI | Sell | HANCOCK JOHN INVS TR COM | $680,000 | +0.6% | 36,119 | -3.9% | 0.02% | -8.0% |
| DPZ | New | DOMINOS PIZZA INC COM | $668,000 | – | 1,432 | +100.0% | 0.02% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC COM | $676,000 | +2.9% | 5,120 | +0.1% | 0.02% | -8.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEW | $670,000 | +18.6% | 3,089 | +2.8% | 0.02% | +9.5% |
| AVY | Buy | AVERY DENNISON CORP COM | $628,000 | +14.8% | 2,989 | +0.4% | 0.02% | +4.8% |
| SBR | Sell | SABINE RTY TR UNIT BEN INT | $640,000 | +32.8% | 15,880 | -0.0% | 0.02% | +22.2% |
| REG | Sell | REGENCY CTRS CORP COM | $632,000 | +3.8% | 9,857 | -8.2% | 0.02% | -4.3% |
| OZK | Sell | BANK OZK COM | $623,000 | +0.8% | 14,788 | -2.3% | 0.02% | -8.7% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFrus 1000 etf | $608,000 | +17.1% | 2,513 | +8.4% | 0.02% | +5.0% |
| AOD | Buy | ABERDEEN TOTAL DYNAMIC DIVD FD COM SH BEN INT | $615,000 | +7.0% | 60,436 | +0.1% | 0.02% | -4.5% |
| KSS | Buy | KOHLS CORP COM | $597,000 | -7.2% | 10,828 | +0.5% | 0.02% | -12.5% |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD INC COM | $610,000 | +58.4% | 36,413 | +50.3% | 0.02% | +40.0% |
| NWL | Sell | NEWELL BRANDS INC COM | $614,000 | -2.5% | 22,355 | -5.0% | 0.02% | -12.5% |
| DMB | Sell | BNY MELLON MUN BD INFRASTRUCTU COM SHS | $616,000 | -14.9% | 41,947 | -18.2% | 0.02% | -22.2% |
| NHF | Sell | NEXPOINT STRATEGIC OPPORTES FD COM NEW | $600,000 | +18.8% | 43,580 | -1.7% | 0.02% | +10.5% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFcore msci emkt | $577,000 | -14.5% | 8,619 | -17.8% | 0.02% | -20.0% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRsponsored | $592,000 | +48.0% | 7,055 | +36.9% | 0.02% | +33.3% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFut ser 1 | $579,000 | +2.7% | 1,680 | -1.6% | 0.02% | -4.8% |
| AMJ | Sell | JPMORGAN ALERIAN MLP INDEX ETNalerian ml etn | $589,000 | +18.3% | 29,955 | -0.3% | 0.02% | +5.3% |
| NVS | Buy | NOVARTIS AG SPONSORED ADRsponsored adr | $572,000 | +8.5% | 6,272 | +1.6% | 0.02% | 0.0% |
| GM | Buy | GENERAL MTRS CO COM | $587,000 | +29.3% | 9,913 | +25.6% | 0.02% | +17.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $569,000 | +14.9% | 2,509 | +14.9% | 0.02% | +5.3% |
| BYM | Buy | BLACKROCK MUN INCOME QUALITY T COM | $573,000 | +11.5% | 36,522 | +7.4% | 0.02% | +5.3% |
| EVV | Sell | EATON VANCE LTD DURATION INCOM COM | $569,000 | +2.7% | 42,880 | -2.3% | 0.02% | -4.8% |
| NHS | Sell | NEUBERGER BERMAN HIGH YIELD ST COM | $559,000 | +0.7% | 42,119 | -2.2% | 0.02% | -9.5% |
| IYZ | Sell | ISHARES U.S. TELECOMMUNICATIONS ETF | $555,000 | +1.1% | 16,718 | -1.5% | 0.02% | -9.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $560,000 | +12.0% | 1,110 | +1.4% | 0.02% | 0.0% |
| FPF | Sell | FIRST TR INTER DURATN PFD & IN COM | $560,000 | +0.5% | 22,316 | -4.0% | 0.02% | -9.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COM | $563,000 | +35.7% | 961 | +10.1% | 0.02% | +18.8% |
| IRM | Buy | IRON MTN INC NEW COM | $543,000 | +116.3% | 12,838 | +89.1% | 0.02% | +111.1% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFs&p mc 400gr etf | $515,000 | +6.2% | 6,369 | +2.9% | 0.02% | 0.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEW | $513,000 | +8.7% | 1,860 | +0.5% | 0.02% | 0.0% |
| FENY | Sell | FIDELITY MSCI ENERGY INDEX ETFmsci energy idx | $520,000 | +7.7% | 35,234 | -3.4% | 0.02% | 0.0% |
| EVF | Sell | EATON VANCE SR INCOME TR SH BEN INTsh | $521,000 | +1.4% | 76,658 | -1.1% | 0.02% | -5.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $520,000 | +7.2% | 2,267 | +3.2% | 0.02% | 0.0% |
| CNOB | Sell | CONNECTONE BANCORP INC COM | $534,000 | -14.4% | 20,407 | -17.1% | 0.02% | -25.0% |
| NXR | NUVEEN SELECT TAX FREE INCOME SH BEN INTsh ben int | $490,000 | +11.1% | 26,202 | 0.0% | 0.02% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION COM | $491,000 | +2.3% | 28,397 | 0.0% | 0.02% | -5.6% | |
| EFT | Sell | EATON VANCE FLTING RATE INC TR COM | $503,000 | +1.8% | 34,967 | -0.3% | 0.02% | -10.5% |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $486,000 | +9.2% | 30,221 | 0.0% | 0.02% | 0.0% | |
| WPC | New | WP CAREY INC COM | $486,000 | – | 6,514 | +100.0% | 0.02% | – |
| ROK | Sell | ROCKWELL AUTOMATION INC COM | $500,000 | +4.8% | 1,748 | -2.7% | 0.02% | -5.6% |
| CSX | Buy | CSX CORP COM | $504,000 | -3.6% | 15,703 | +189.4% | 0.02% | -15.0% |
| MPC | Sell | MARATHON PETE CORP COM | $500,000 | +10.6% | 8,278 | -2.1% | 0.02% | 0.0% |
| FISV | Buy | FISERV INC COM | $462,000 | -8.2% | 4,320 | +2.2% | 0.02% | -15.8% |
| MDY | SPDR S&P MIDCAP 400 ETFutser1 s&pdcrp | $472,000 | +3.3% | 961 | 0.0% | 0.02% | -5.9% | |
| SHOP | Sell | SHOPIFY INC CL Acl a | $456,000 | +21.9% | 312 | -7.7% | 0.02% | +14.3% |
| LDP | Buy | COHEN & STEERS LTD DURATION PF COM | $461,000 | +9.5% | 16,827 | +4.4% | 0.02% | 0.0% |
| AON | Buy | AON PLC SHS CL A | $466,000 | +4.3% | 1,951 | +0.4% | 0.02% | -5.9% |
| ALL | Sell | ALLSTATE CORP COM | $452,000 | +11.1% | 3,468 | -2.1% | 0.02% | +6.7% |
| FE | Sell | FIRSTENERGY CORP COM | $475,000 | -2.3% | 12,761 | -8.8% | 0.02% | -11.1% |
| KSM | Buy | DWS STRATEGIC MUN INCOME TR NE COM | $442,000 | +11.1% | 35,124 | +4.5% | 0.02% | 0.0% |
| CTVA | Buy | CORTEVA INC COM | $421,000 | -3.2% | 9,500 | +1.9% | 0.02% | -6.2% |
| ARKW | Sell | ARK NEXT GENERATION INTERNET ETFark etf tr | $435,000 | +3.6% | 2,824 | -0.7% | 0.02% | -6.2% |
| SWKS | New | SKYWORKS SOLUTIONS INC COM | $447,000 | – | 2,332 | +100.0% | 0.02% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $427,000 | – | 4,857 | +100.0% | 0.02% | – |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aspons adr a | $441,000 | -0.2% | 10,922 | -3.1% | 0.02% | -11.8% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFs&p sml 600 gwt | $426,000 | -3.2% | 3,216 | -6.3% | 0.02% | -11.8% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn | $428,000 | +14.4% | 37,689 | -8.3% | 0.02% | +7.1% |
| COG | Buy | CABOT OIL & GAS CORP COM | $444,000 | -6.7% | 25,420 | +0.2% | 0.02% | -16.7% |
| NUV | Sell | NUVEEN MUN VALUE FD INC COM | $446,000 | +3.2% | 38,687 | -0.2% | 0.02% | -6.2% |
| ETR | Sell | ENTERGY CORP NEW COM | $427,000 | -6.6% | 4,284 | -6.7% | 0.02% | -11.8% |
| CXH | Buy | MFS INVT GRADE MUN TR SH BEN INTsh ben | $441,000 | +34.9% | 42,882 | +28.5% | 0.02% | +25.0% |
| BDX | Sell | BECTON DICKINSON & CO COM | $439,000 | -12.5% | 1,803 | -12.6% | 0.02% | -21.1% |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFsp smcp600vl etf | $422,000 | +6.0% | 3,998 | +1.2% | 0.02% | 0.0% |
| BGT | BLACKROCK GLOBAL FLOATING RATE COM | $420,000 | +2.9% | 32,625 | 0.0% | 0.01% | -6.7% | |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDallwrld ex us | $401,000 | +7.2% | 6,321 | +2.4% | 0.01% | 0.0% |
| HST | Sell | HOST HOTELS & RESORTS INC COM | $395,000 | -1.0% | 23,122 | -2.3% | 0.01% | -6.7% |
| LDOS | New | LEIDOS HOLDINGS INC COM | $397,000 | – | 3,923 | +100.0% | 0.01% | – |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFs&p mc 400vl etf | $404,000 | +3.3% | 3,836 | 0.0% | 0.01% | -6.7% | |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFrus mid cap etf | $392,000 | +13.0% | 4,952 | +5.4% | 0.01% | +7.7% |
| FXI | ISHARES CHINA LARGE-CAP ETFchina lg-cap etf | $393,000 | -0.5% | 8,475 | 0.0% | 0.01% | -6.7% | |
| VTNR | New | VERTEX ENERGY INC COM | $397,000 | – | 30,001 | +100.0% | 0.01% | – |
| BKF | ISHARES MSCI BRIC ETFmsci bric indx | $414,000 | +3.8% | 7,577 | 0.0% | 0.01% | -6.7% | |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNunit | $396,000 | +15.8% | 8,498 | -0.6% | 0.01% | +7.7% |
| NMZ | Buy | NUVEEN MUN HIGH INCOME OPPORTU COM | $394,000 | +55.7% | 25,631 | +45.9% | 0.01% | +40.0% |
| HPQ | Buy | HP INC COM | $399,000 | -4.8% | 13,213 | +0.2% | 0.01% | -12.5% |
| IYY | Buy | ISHARES DOW JONES U.S. ETFdow jones etf | $393,000 | +8.0% | 3,643 | +0.1% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC COM | $417,000 | +6.9% | 6,596 | +1.4% | 0.01% | -6.7% |
| FSLF | FIRST EAGLE SENIOR LOAN FUND COM NEW | $393,000 | +10.1% | 24,910 | 0.0% | 0.01% | +7.7% | |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDrl est sel sec | $376,000 | +18.6% | 8,485 | +5.6% | 0.01% | +8.3% |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $387,000 | +9.3% | 25,706 | 0.0% | 0.01% | 0.0% | |
| FSD | Sell | FIRST TR HIGH INCOME LONG / SH COM | $381,000 | +0.3% | 24,220 | -3.7% | 0.01% | -7.1% |
| HSY | Buy | HERSHEY CO COM | $385,000 | +11.6% | 2,208 | +1.1% | 0.01% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $380,000 | +36.7% | 3,666 | +10.2% | 0.01% | +30.0% |
| BNL | Sell | BROADSTONE NET LEASE INC COM | $365,000 | -30.2% | 15,608 | -45.4% | 0.01% | -35.0% |
| MQT | Buy | BLACKROCK MUNIYIELD QUALITY FD COM | $369,000 | +21.0% | 25,491 | +15.9% | 0.01% | +18.2% |
| EVG | Buy | EATON VANCE SHORT DURATION DIV COM | $381,000 | +1.1% | 28,728 | +0.2% | 0.01% | -7.1% |
| PPL | New | PPL CORP COM | $367,000 | – | 13,120 | +100.0% | 0.01% | – |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFus lcap gr etf | $389,000 | +1.0% | 2,665 | -10.3% | 0.01% | -13.3% |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDftse smcap etf | $383,000 | +6.4% | 2,805 | 0.0% | 0.01% | -7.1% | |
| MUC | Buy | BLACKROCK MUNIHLDNGS CALI QLTY COM | $343,000 | +5.9% | 21,506 | +0.0% | 0.01% | 0.0% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFibonds dec2023 | $351,000 | +5.4% | 13,450 | +5.7% | 0.01% | -7.7% |
| COF | New | CAPITAL ONE FINL CORP COM | $352,000 | – | 2,273 | +100.0% | 0.01% | – |
| BSCT | New | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $355,000 | – | 16,668 | +100.0% | 0.01% | – |
| BSCU | New | INVESCO BULLETSHARES 2030 CORPORATE BOND ETFinvsco 30 corp | $355,000 | – | 18,060 | +100.0% | 0.01% | – |
| RA | Buy | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | $340,000 | +6.6% | 15,526 | +0.6% | 0.01% | 0.0% |
| XAR | Sell | SPDR S&P AEROSPACE & DEFENSE ETFaerospace def | $356,000 | -3.0% | 2,688 | -8.1% | 0.01% | -14.3% |
| SLV | New | ISHARES SILVER TRUSTishares | $353,000 | – | 14,561 | +100.0% | 0.01% | – |
| AVK | Sell | ADVENT CONV & INCOME FD COM | $354,000 | +5.0% | 18,361 | -3.7% | 0.01% | -7.7% |
| YUMC | Buy | YUM CHINA HLDGS INC COM | $362,000 | +12.4% | 5,463 | +0.3% | 0.01% | 0.0% |
| MFD | Buy | MACQUARIE / FIRST TR GLOBAL IN COM | $356,000 | +75.4% | 36,500 | +65.9% | 0.01% | +50.0% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $347,000 | +6.4% | 5,667 | -5.9% | 0.01% | 0.0% |
| SPTM | Sell | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $318,000 | +3.9% | 6,011 | -3.3% | 0.01% | -8.3% |
| PGX | Sell | INVESCO PREFERRED ETFpfd etf | $331,000 | +1.5% | 21,629 | -0.4% | 0.01% | -8.3% |
| IYF | Sell | ISHARES U.S. FINANCIALS ETFu.s. finls etf | $319,000 | +4.2% | 3,941 | -3.6% | 0.01% | -8.3% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFcore high dv etf | $318,000 | +8.5% | 3,298 | +6.7% | 0.01% | 0.0% |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF0-5 year tips bond etf | $318,000 | +0.6% | 2,992 | 0.0% | 0.01% | -8.3% | |
| EBAY | Buy | EBAY INC. COM | $319,000 | +16.0% | 4,548 | +1.4% | 0.01% | +10.0% |
| CURE | DIREXION DAILY HEALTHCARE BULL 3X SHAREShealthcare bull 3x shares | $314,000 | +25.1% | 3,005 | 0.0% | 0.01% | +22.2% | |
| DELL | Sell | DELL TECHNOLOGIES INC CL Ccl c | $311,000 | +8.4% | 3,116 | -4.2% | 0.01% | 0.0% |
| DHR | Buy | DANAHER CORPORATION COM | $325,000 | +37.1% | 1,210 | +14.9% | 0.01% | +22.2% |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INTsh ben int | $314,000 | +6.8% | 20,690 | 0.0% | 0.01% | 0.0% | |
| PSX | Buy | PHILLIPS 66 COM | $310,000 | +5.1% | 3,614 | +0.0% | 0.01% | 0.0% |
| O | Sell | REALTY INCOME CORP COM | $325,000 | +0.6% | 4,870 | -4.2% | 0.01% | -8.3% |
| ROL | ROLLINS INC COM | $329,000 | -0.6% | 9,615 | 0.0% | 0.01% | -8.3% | |
| RY | ROYAL BK CDA COM | $306,000 | +10.1% | 3,019 | 0.0% | 0.01% | +10.0% | |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFportfolio s&p500 | $332,000 | +7.8% | 6,588 | -0.3% | 0.01% | -8.3% |
| SQ | Buy | SQUARE INC CL Acl a | $324,000 | +17.8% | 1,330 | +9.7% | 0.01% | +10.0% |
| BNS | BANK NOVA SCOTIA B C COM | $320,000 | +3.9% | 4,920 | 0.0% | 0.01% | -8.3% | |
| TD | Buy | TORONTO DOMINION BK ONT COM NEW | $326,000 | +9.8% | 4,656 | +2.3% | 0.01% | 0.0% |
| ABC | AMERISOURCEBERGEN CORP COM | $305,000 | -2.9% | 2,663 | 0.0% | 0.01% | -8.3% | |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEX FUNDextend mkt etf | $315,000 | +6.8% | 1,669 | +0.1% | 0.01% | 0.0% |
| NSL | Sell | NUVEEN SR INCOME FD COM | $284,000 | -6.6% | 48,130 | -11.3% | 0.01% | -9.1% |
| USB | Buy | US BANCORP DEL COM NEW | $290,000 | +4.7% | 5,096 | +1.7% | 0.01% | 0.0% |
| NXQ | NUVEEN SELECT TAX FREE INCOME SH BEN INTsh ben int | $288,000 | +2.5% | 17,455 | 0.0% | 0.01% | -9.1% | |
| CMS | Buy | CMS ENERGY CORP COM | $284,000 | -3.4% | 4,800 | +0.0% | 0.01% | -9.1% |
| PHD | Sell | PIONEER FLOATING RATE FUND INC COM | $301,000 | -94.2% | 25,241 | -94.4% | 0.01% | -94.9% |
| TEI | Buy | TEMPLETON EMERGING MKTS INCOME COM | $297,000 | +147.5% | 37,250 | +129.2% | 0.01% | +100.0% |
| BXP | Sell | BOSTON PROPERTIES INC COM | $285,000 | +5.6% | 2,485 | -6.7% | 0.01% | 0.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE COM NEW | $296,000 | +3.5% | 8,596 | +7.1% | 0.01% | -9.1% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $286,000 | -15.9% | 5,392 | -3.1% | 0.01% | -23.1% |
| NIO | Sell | NIO INC SPON ADSspon ads | $302,000 | +32.5% | 5,670 | -3.1% | 0.01% | +11.1% |
| EWJ | Sell | ISHARES MSCI JAPAN ETFmsci jpn etf new | $298,000 | -1.3% | 4,411 | -0.0% | 0.01% | -9.1% |
| ALB | New | ALBEMARLE CORP COM | $277,000 | – | 1,647 | +100.0% | 0.01% | – |
| BSL | Buy | BLACKSTONE SENIOR FLOATNG RATE COM | $285,000 | +5.2% | 17,448 | +0.0% | 0.01% | 0.0% |
| PCEF | Buy | INVESCO CEF INCOME COMPOSITE ETF | $285,000 | +9.2% | 11,644 | +3.7% | 0.01% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD COM STK | $286,000 | +17.2% | 8,942 | -0.2% | 0.01% | +11.1% |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETFu.s. financial services etf | $276,000 | +8.2% | 1,491 | 0.0% | 0.01% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOME COM | $280,000 | +12.9% | 17,792 | 0.0% | 0.01% | +11.1% | |
| PPT | Sell | PUTNAM PREMIER INCOME TR SH BEN INTsh ben int | $286,000 | -4.3% | 61,274 | -0.1% | 0.01% | -9.1% |
| FDX | Sell | FEDEX CORP COM | $281,000 | -38.0% | 942 | -40.9% | 0.01% | -41.2% |
| GXC | SPDR S&P CHINA ETFs&p china etf | $303,000 | +1.3% | 2,280 | 0.0% | 0.01% | -9.1% | |
| MGK | Sell | VANGUARD MEGA CAP GROWTH ETFmega grwth ind | $285,000 | +10.5% | 1,230 | -1.4% | 0.01% | 0.0% |
| LEG | Buy | LEGGETT & PLATT INC COM | $288,000 | +18.0% | 5,568 | +4.2% | 0.01% | +11.1% |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $292,000 | -14.1% | 1,967 | 0.0% | 0.01% | -23.1% | |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COM | $288,000 | -4.3% | 4,814 | -3.8% | 0.01% | -9.1% |
| EAD | WELLS FARGO ADVANTAGE INCOME O WF INC OPPTY FDwf inc oppty fd | $294,000 | +3.9% | 33,479 | 0.0% | 0.01% | -9.1% | |
| BKN | BLACKROCK INVT QUALITY MUN TR COM | $255,000 | +4.9% | 13,800 | 0.0% | 0.01% | 0.0% | |
| XBI | Sell | SPDR S&P BIOTECH ETFs&p biotech | $267,000 | -1.1% | 1,973 | -1.0% | 0.01% | -10.0% |
| CI | Buy | CIGNA CORP NEW COM | $259,000 | -1.5% | 1,092 | +0.5% | 0.01% | -10.0% |
| SCHW | Buy | SCHWAB CHARLES CORP COM | $260,000 | +13.0% | 3,578 | +1.4% | 0.01% | 0.0% |
| GRMN | Sell | GARMIN LTD SHS | $251,000 | +6.4% | 1,735 | -3.2% | 0.01% | 0.0% |
| BKT | Buy | BLACKROCK INCOME TR INC COM | $250,000 | +3.7% | 39,491 | +0.3% | 0.01% | 0.0% |
| IYR | New | ISHARES U.S. REAL ESTATE ETFu.s. real es etf | $252,000 | – | 2,468 | +100.0% | 0.01% | – |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INTsh ben int | $268,000 | +5.1% | 14,665 | 0.0% | 0.01% | -10.0% | |
| NUE | Sell | NUCOR CORP COM | $266,000 | -32.0% | 2,771 | -43.1% | 0.01% | -40.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC SHS | $269,000 | +21.7% | 3,918 | +5.6% | 0.01% | +12.5% |
| SYK | Buy | STRYKER CORPORATION COM | $264,000 | +6.9% | 1,016 | +0.4% | 0.01% | 0.0% |
| SNV | Buy | SYNOVUS FINL CORP COM NEW | $273,000 | -1.8% | 6,223 | +2.3% | 0.01% | -10.0% |
| TRP | Buy | TC ENERGY CORP COM | $268,000 | +23.5% | 5,415 | +14.1% | 0.01% | +12.5% |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITIES SHS | $266,000 | +11.3% | 11,500 | +4.5% | 0.01% | 0.0% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETF20 year treasury bond etf | $249,000 | +9.2% | 1,727 | +2.5% | 0.01% | 0.0% |
| DG | Buy | DOLLAR GEN CORP NEW COM | $248,000 | +12.2% | 1,145 | +4.9% | 0.01% | +12.5% |
| ADSK | Buy | AUTODESK INC COM | $263,000 | +17.9% | 903 | +12.0% | 0.01% | +12.5% |
| EMN | Buy | EASTMAN CHEM CO COM | $247,000 | +16.0% | 2,111 | +9.2% | 0.01% | +12.5% |
| LRCX | New | LAM RESEARCH CORP COM | $257,000 | – | 396 | +100.0% | 0.01% | – |
| KR | Buy | KROGER CO COM | $269,000 | +25.1% | 7,015 | +17.4% | 0.01% | +12.5% |
| AEE | Buy | AMEREN CORP COM | $272,000 | -1.4% | 3,397 | +0.0% | 0.01% | -10.0% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFftse | $265,000 | +6.0% | 5,146 | +1.0% | 0.01% | 0.0% |
| FAM | Sell | FIRST TR / ABERDEEN GLOBAL OPP COM SHS | $262,000 | -4.7% | 25,634 | -6.5% | 0.01% | -10.0% |
| FLC | Sell | FLAHERTY & CRUMRINE TOTAL RETU COM | $274,000 | -12.2% | 11,220 | -12.4% | 0.01% | -25.0% |
| QUAL | New | ISHARES MSCI USA QUALITY FACTOR ETFmsci usa qlt fct | $267,000 | – | 2,009 | +100.0% | 0.01% | – |
| ITA | Sell | ISHARES U.S. AEROSPACE & DEFENSE ETFu.s. aerospace & defense etf | $261,000 | +1.2% | 2,382 | -3.7% | 0.01% | -10.0% |
| ARKQ | Sell | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFautonomous technology & robotics etf | $251,000 | -26.6% | 2,911 | -28.5% | 0.01% | -30.8% |
| FTNT | New | FORTINET INC COM | $249,000 | – | 1,046 | +100.0% | 0.01% | – |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDs&p global clean energy index | $263,000 | -3.7% | 11,217 | 0.0% | 0.01% | -10.0% | |
| GWW | Sell | GRAINGER W W INC COM | $275,000 | +8.7% | 629 | -0.5% | 0.01% | -10.0% |
| IPG | New | INTERPUBLIC GROUP COS INC COM | $218,000 | – | 6,721 | +100.0% | 0.01% | – |
| HP | Sell | HELMERICH & PAYNE INC COM | $239,000 | +15.5% | 7,315 | -4.6% | 0.01% | 0.0% |
| CB | Buy | CHUBB LIMITED COM | $223,000 | +0.9% | 1,406 | +0.4% | 0.01% | 0.0% |
| KHC | Sell | KRAFT HEINZ CO COM | $231,000 | +0.4% | 5,667 | -1.6% | 0.01% | -11.1% |
| CADE | Sell | CADENCE BANCORPORATION CL Acl a | $224,000 | -10.4% | 10,745 | -10.9% | 0.01% | -11.1% |
| FMN | Buy | FEDERATED HERMES PREM MUNI INM COM | $234,000 | +41.0% | 14,935 | +30.6% | 0.01% | +33.3% |
| ECON | Sell | COLUMBIA EMERGING MARKETS CONSUMER ETFemrg markets etf | $236,000 | -2.9% | 8,364 | -4.0% | 0.01% | -11.1% |
| IBMK | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFibonds dec2022 | $221,000 | -0.5% | 8,426 | 0.0% | 0.01% | 0.0% | |
| SWK | Buy | STANLEY BLACK & DECKER INC COM | $229,000 | +4.1% | 1,115 | +1.0% | 0.01% | 0.0% |
| AMC | New | AMC ENTMT HLDGS INC CL A COM | $237,000 | – | 4,180 | +100.0% | 0.01% | – |
| STWD | Buy | STARWOOD PPTY TR INC COM | $221,000 | +6.2% | 8,443 | +0.7% | 0.01% | 0.0% |
| BRW | New | SABA CAPITAL INCOME & OPRNT FD SHARESshares | $227,000 | – | 48,120 | +100.0% | 0.01% | – |
| IAU | New | ISHARES GOLD TRUSTishares new | $240,000 | – | 7,105 | +100.0% | 0.01% | – |
| WEN | Buy | WENDYS CO COM | $241,000 | +16.4% | 10,272 | +0.6% | 0.01% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRsponsored adr | $243,000 | +15.7% | 6,096 | +3.6% | 0.01% | 0.0% |
| MRVL | New | MARVELL TECHNOLOGY INC COM | $220,000 | – | 3,775 | +100.0% | 0.01% | – |
| MLM | Sell | MARTIN MARIETTA MATLS INC COM | $230,000 | -3.8% | 655 | -7.9% | 0.01% | -11.1% |
| IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFrussell mid-cap value etf | $229,000 | +7.0% | 1,996 | +2.1% | 0.01% | 0.0% |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $233,000 | -8.6% | 1,465 | 0.0% | 0.01% | -20.0% | |
| VHT | New | VANGUARD HEALTH CARE INDEX FUNDhealth car etf | $206,000 | – | 832 | +100.0% | 0.01% | – |
| CXE | MFS HIGH INCOME MUN TR SH BEN INTsh ben | $210,000 | +3.4% | 39,850 | 0.0% | 0.01% | -12.5% | |
| FTF | Sell | FRANKLIN LTD DURATION INCOME T COM | $215,000 | -0.9% | 23,340 | -1.0% | 0.01% | -12.5% |
| FLOT | ISHARES FLOATING RATE BOND ETFfloating rate bond etf | $206,000 | +0.5% | 4,045 | 0.0% | 0.01% | -12.5% | |
| HR | HEALTHCARE RLTY TR COM | $212,000 | -0.5% | 7,011 | 0.0% | 0.01% | -12.5% | |
| XEL | Buy | XCEL ENERGY INC COM | $204,000 | -1.0% | 3,100 | +0.1% | 0.01% | -12.5% |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES FD COM | $196,000 | +3.2% | 19,664 | +0.5% | 0.01% | 0.0% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR COM | $209,000 | -3.7% | 15,349 | -6.7% | 0.01% | -12.5% |
| LNT | New | ALLIANT ENERGY CORP COM | $204,000 | – | 3,660 | +100.0% | 0.01% | – |
| NRP | Sell | NATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR | $212,000 | +24.7% | 9,987 | -5.3% | 0.01% | +16.7% |
| DS | Buy | DRIVE SHACK INC COM | $192,000 | +6.1% | 57,900 | +2.7% | 0.01% | 0.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO COM | $215,000 | – | 3,554 | +100.0% | 0.01% | – |
| IYE | Sell | ISHARES U.S. ENERGY ETFu.s. energy etf | $214,000 | +1.4% | 7,341 | -8.6% | 0.01% | -12.5% |
| CIK | CREDIT SUISSE ASSET MGMT INCOM COM | $205,000 | +4.1% | 58,239 | 0.0% | 0.01% | 0.0% | |
| PFF | Sell | ISHARES PREFERRED AND INCOME SECURITIES ETF | $203,000 | -5.1% | 5,149 | -7.7% | 0.01% | -12.5% |
| MYD | BLACKROCK MUNIYIELD FD INC COM | $208,000 | +5.1% | 13,775 | 0.0% | 0.01% | 0.0% | |
| SCD | Buy | LMP CAP & INCOME FD INC COM | $211,000 | +17.2% | 14,600 | +2.8% | 0.01% | 0.0% |
| FPL | Buy | FST TR NEW OPPORT MLP & ENE FD COM | $206,000 | +10.8% | 34,881 | +0.2% | 0.01% | 0.0% |
| PBT | Sell | PERMIAN BASIN RTY TR UNIT BEN INTunit ben int | $167,000 | +38.0% | 29,752 | -2.0% | 0.01% | +20.0% |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS COM | $186,000 | +1.6% | 30,336 | +0.0% | 0.01% | -14.3% |
| EMD | Buy | WESTERN ASSET EMERGING MKTS DE COM | $172,000 | +6.2% | 12,286 | +0.3% | 0.01% | 0.0% |
| VVR | INVESCO SR INCOME TR COM | $167,000 | +6.4% | 37,389 | 0.0% | 0.01% | 0.0% | |
| FMY | Sell | FIRST TR MTG INCOME FD COM SHS | $171,000 | -10.5% | 12,408 | -12.9% | 0.01% | -14.3% |
| VGM | INVESCO TR INVT GRADE MUNS COM | $174,000 | +4.2% | 12,425 | 0.0% | 0.01% | 0.0% | |
| MHF | WESTERN ASSET MUN HIGH INCOME COM | $159,000 | +8.9% | 18,749 | 0.0% | 0.01% | -16.7% | |
| IGR | CBRE CLARION GLOBAL REAL ESTAT COM | $139,000 | +13.0% | 15,740 | 0.0% | 0.01% | 0.0% | |
| CMU | MFS HIGH YIELD MUN TR SH BEN INTsh ben | $132,000 | +6.5% | 27,715 | 0.0% | 0.01% | 0.0% | |
| HEQ | JOHN HANCOCK HEDGED EQUITY & I COM | $146,000 | +9.8% | 11,000 | 0.0% | 0.01% | 0.0% | |
| ACP | Sell | ABERDEEN INCOME CR STRATEGIES COM | $154,000 | -92.6% | 13,812 | -92.3% | 0.01% | -93.7% |
| GPM | GUGGENHEIM ENHANCED EQT INCM COM | $152,000 | +19.7% | 17,651 | 0.0% | 0.01% | 0.0% | |
| RPAI | RETAIL PPTYS AMER INC CL Acl a | $137,000 | +8.7% | 12,000 | 0.0% | 0.01% | 0.0% | |
| EOD | Buy | WELLS FARGO GLOBAL DIVID OPPOR COM | $102,000 | +24.4% | 17,677 | +13.6% | 0.00% | +33.3% |
| MVF | BLACKROCK MUNIVEST FD INC COM | $121,000 | +3.4% | 12,550 | 0.0% | 0.00% | 0.0% | |
| KDMN | KADMON HLDGS INC COM | $109,000 | 0.0% | 28,125 | 0.0% | 0.00% | 0.0% | |
| AUPH | New | AURINIA PHARMACEUTICALS INC COM | $130,000 | – | 10,000 | +100.0% | 0.00% | – |
| NCV | VIRTUS ALLIANZGI CONVERTIBLE COM | $94,000 | +8.0% | 15,380 | 0.0% | 0.00% | 0.0% | |
| NCZ | Buy | VIRTUS ALLIANZGI CONVERTIBLE COM | $99,000 | +41.4% | 18,593 | +31.9% | 0.00% | 0.0% |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHS | $91,000 | +3.4% | 13,510 | 0.0% | 0.00% | 0.0% | |
| SJT | Buy | SAN JUAN BASIN RTY TR UNIT BEN INTunit ben int | $92,000 | +31.4% | 17,789 | +0.1% | 0.00% | 0.0% |
| OIA | INVESCO MUNI INCOME OPP TRST COM | $101,000 | +6.3% | 12,101 | 0.0% | 0.00% | -25.0% | |
| NRO | NEUBERGER BERMAN REAL ESTATE S COM | $52,000 | +10.6% | 10,319 | 0.0% | 0.00% | 0.0% | |
| DSKE | New | DASEKE INC COM | $66,000 | – | 10,110 | +100.0% | 0.00% | – |
| SENS | SENSEONICS HLDGS INC COM | $56,000 | +47.4% | 14,535 | 0.0% | 0.00% | +100.0% | |
| DHC | Buy | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $65,000 | -12.2% | 15,440 | +0.0% | 0.00% | -33.3% |
| ESGC | EROS STX GLOBAL CORPORATION SHS NEW | $31,000 | -13.9% | 20,000 | 0.0% | 0.00% | 0.0% | |
| DHF | BNY MELLON HIGH YIELD STRATEGI SH BEN INTsh | $43,000 | +19.4% | 11,705 | 0.0% | 0.00% | 0.0% | |
| IRR | Exit | VOYA NAT RES EQUITY INCOME FD COM | $0 | – | -11,810 | -100.0% | -0.00% | – |
| JNCE | Exit | JOUNCE THERAPEUTICS INC COM | $0 | – | -3,000 | -100.0% | -0.00% | – |
| CII | Exit | BLACKROCK ENHANCD CAP & INM FD COM | $0 | – | -5,449 | -100.0% | -0.00% | – |
| PHM | Exit | PULTE GROUP INC COM | $0 | – | -3,253 | -100.0% | -0.01% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITpartnership unit | $0 | – | -3,988 | -100.0% | -0.01% | – |
| MEN | Exit | BLACKROCK MUNIENHANCED FD INC COM | $0 | – | -13,300 | -100.0% | -0.01% | – |
| LYV | Exit | LIVE NATION ENTERTAINMENT INC COM | $0 | – | -2,609 | -100.0% | -0.01% | – |
| IAU | Exit | ISHARES COMEX GOLD TRUSTishares | $0 | – | -13,758 | -100.0% | -0.01% | – |
| DXJ | Exit | WISDOMTREE JAPAN HEDGED EQUITY FUNDjapan hedged equity fund | $0 | – | -3,367 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | – | -5,395 | -100.0% | -0.01% | – |
| PPR | Exit | VOYA PRIME RATE TR SH BEN INTsh ben | $0 | – | -48,120 | -100.0% | -0.01% | – |
| LGI | Exit | LAZARD GLOBAL TOTAL RETURN & I COM | $0 | – | -13,040 | -100.0% | -0.01% | – |
| PML | Exit | PIMCO MUN INCOME FD II COM | $0 | – | -18,070 | -100.0% | -0.01% | – |
| BBN | Exit | BLACKROCK TAX MUNICPAL BD TR SHS | $0 | – | -11,733 | -100.0% | -0.01% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $0 | – | -3,850 | -100.0% | -0.01% | – |
| UTF | Exit | COHEN & STEERS INFRASTRUCTURE COM | $0 | – | -11,490 | -100.0% | -0.01% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC SHS | $0 | – | -5,337 | -100.0% | -0.02% | – |
| BSD | Exit | BLACKROCK STRATEGIC MUN TR COM | $0 | – | -41,075 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
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.