$3.3 Million is the total value of Capital Investment Advisors, LLC's 580 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $319,467 | -99.9% | 6,389,348 | +4.5% | 9.67% | +3.8% |
| ANGL | Buy | VANECK FALLEN ANGEL HIGH YIELD BOND ETFfallen angel hg | $97,121 | -99.9% | 3,594,405 | +6.1% | 2.94% | -3.5% |
| SMDV | Buy | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFruss 2000 divd | $90,352 | -99.9% | 1,472,255 | +9.2% | 2.74% | +6.7% |
| EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDno amer energy | $84,711 | -99.9% | 3,173,883 | +4.4% | 2.56% | -1.1% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDsbi healthcare | $79,458 | -99.9% | 584,897 | +3.7% | 2.40% | +2.8% |
| SDY | Buy | SPDR S&P DIVIDEND ETFs&p divid etf | $75,356 | -99.9% | 602,321 | +0.5% | 2.28% | -0.4% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl | $71,955 | -99.9% | 2,103,936 | +5.5% | 2.18% | +5.0% |
| HD | Buy | HOME DEPOT INC COM | $71,521 | -99.9% | 226,433 | +1.0% | 2.16% | +2.1% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $57,330 | -99.9% | 460,702 | +2.0% | 1.74% | -5.7% |
| AAPL | Buy | APPLE INC COM | $56,807 | -99.9% | 437,214 | +4.7% | 1.72% | -13.0% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $53,259 | -99.9% | 301,496 | +1.8% | 1.61% | -2.7% |
| IQLT | Buy | ISHARES MSCI INTL QUALITY FACTOR ETFmsci intl qualty | $51,656 | -99.8% | 1,594,821 | +38.5% | 1.56% | +42.6% |
| CVX | Buy | CHEVRON CORP NEW COM | $46,529 | -99.9% | 259,227 | +4.8% | 1.41% | +15.6% |
| IBTE | Buy | ISHARES IBONDS DEC 2024 TERM TREASURY ETFibonds 24 trm ts | $42,609 | -99.9% | 1,786,524 | +9.0% | 1.29% | -4.1% |
| MSFT | Sell | MICROSOFT CORP COM | $42,452 | -99.9% | 177,016 | -0.1% | 1.28% | -9.1% |
| MRK | Buy | MERCK & CO INC COM | $41,733 | -99.9% | 376,138 | +15.1% | 1.26% | +31.0% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $41,601 | -99.9% | 85,513 | +3.1% | 1.26% | +14.7% |
| MBB | Sell | ISHARES MBS ETFmbs etf | $39,959 | -99.9% | 430,824 | -8.3% | 1.21% | -18.0% |
| CSCO | Buy | CISCO SYS INC COM | $37,567 | -99.9% | 788,551 | +4.8% | 1.14% | +10.3% |
| SO | Buy | SOUTHERN CO COM | $37,135 | -99.9% | 520,031 | +0.1% | 1.12% | -7.1% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $34,685 | -99.9% | 228,856 | -12.0% | 1.05% | -6.7% |
| IBTF | Buy | ISHARES IBONDS DEC 2025 TERM TREASURY ETFibonds 25 trm ts | $33,932 | -99.9% | 1,457,550 | +6.8% | 1.03% | -5.7% |
| IBTG | Buy | ISHARES IBONDS DEC 2026 TERM TREASURY ETFibonds 26 trm ts | $33,388 | -99.9% | 1,469,885 | +7.4% | 1.01% | -4.9% |
| IBDS | Buy | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFibonds 27 etf | $32,485 | -99.9% | 1,390,032 | +12.4% | 0.98% | +0.9% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $31,369 | -99.9% | 129,683 | -2.6% | 0.95% | -5.1% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Acap stk | $31,002 | -99.9% | 351,373 | -0.6% | 0.94% | -19.0% |
| EMLC | Buy | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFjp mrgan em loc | $29,704 | -99.9% | 1,225,927 | +1.1% | 0.90% | -5.1% |
| ABBV | Buy | ABBVIE INC COM | $29,553 | -99.9% | 182,866 | +1.7% | 0.89% | +8.1% |
| KO | Buy | COCA COLA CO COM | $28,477 | -99.9% | 447,675 | +0.7% | 0.86% | +1.1% |
| MO | Buy | ALTRIA GROUP INC COM | $27,540 | -99.9% | 602,486 | +2.5% | 0.83% | +2.6% |
| ACWX | Sell | ISHARES MSCI ACWI EX U.S. ETFmsci acwi ex us | $27,120 | -99.9% | 596,043 | -16.1% | 0.82% | -15.7% |
| PFE | Sell | PFIZER INC COM | $26,769 | -99.9% | 522,431 | -1.8% | 0.81% | +1.5% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $26,659 | -99.9% | 198,800 | +2.6% | 0.81% | +16.5% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFibds dec28 etf | $26,493 | -99.9% | 1,090,708 | +15.1% | 0.80% | +3.9% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFcore s&p scp etf | $26,375 | -99.9% | 278,691 | -2.1% | 0.80% | -6.2% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bcl b | $26,139 | -99.9% | 150,360 | +1.2% | 0.79% | -3.9% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFequity premium | $25,727 | -99.9% | 472,141 | +14.7% | 0.78% | +7.7% |
| GILD | Buy | GILEAD SCIENCES INC COM | $25,707 | -99.9% | 299,441 | +4.6% | 0.78% | +28.6% |
| CAH | Buy | CARDINAL HEALTH INC COM | $25,378 | -99.9% | 330,136 | +5.3% | 0.77% | +7.3% |
| CMI | Sell | CUMMINS INC COM | $24,485 | -99.9% | 101,057 | -12.2% | 0.74% | -7.7% |
| IVV | Sell | ISHARES CORE S&P 500 ETFcore s&p500 etf | $21,234 | -99.9% | 55,267 | -5.1% | 0.64% | -10.2% |
| T | Buy | AT&T INC COM | $20,764 | -99.9% | 1,127,853 | +3.7% | 0.63% | +9.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $20,623 | -99.9% | 523,419 | +8.3% | 0.62% | -0.8% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 TERM CORPORATE ETFibonds dec29 etf | $19,891 | -99.9% | 897,222 | +19.1% | 0.60% | +6.9% |
| EOG | Buy | EOG RES INC COM | $19,868 | -99.9% | 153,398 | +11.8% | 0.60% | +14.5% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $19,701 | -99.9% | 163,357 | +3.3% | 0.60% | +2.6% |
| SNA | Buy | SNAP ON INC COM | $19,005 | -99.9% | 83,176 | +7.5% | 0.58% | +7.7% |
| IBDV | Buy | ISHARES IBONDS DEC 2030 TERM CORPORATE ETFibonds dec30 etf | $18,720 | -99.9% | 900,017 | +19.5% | 0.57% | +8.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $18,705 | -99.9% | 259,968 | +5.7% | 0.57% | -5.5% |
| XOM | Buy | EXXON MOBIL CORP COM | $18,378 | -99.9% | 166,617 | +8.3% | 0.56% | +20.9% |
| BAC | Buy | BANK AMERICA CORP COM | $17,781 | -99.9% | 536,875 | +1.4% | 0.54% | -1.8% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $17,713 | -99.9% | 214,751 | +3.6% | 0.54% | -5.8% |
| INTC | Sell | INTEL CORP COM | $17,389 | -99.9% | 657,942 | -7.6% | 0.53% | -16.2% |
| NEM | Buy | NEWMONT CORP COM | $17,336 | -99.9% | 367,292 | +17.0% | 0.52% | +16.2% |
| LEN | Buy | LENNAR CORP CL Acl a | $17,317 | -99.9% | 191,353 | +9.0% | 0.52% | +16.7% |
| BBY | Buy | BEST BUY INC COM | $16,713 | -99.9% | 208,365 | +6.2% | 0.51% | +18.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $16,049 | -99.9% | 46,738 | +0.0% | 0.49% | +3.6% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFibonds dec23 etf | $15,807 | -99.9% | 631,513 | +2.1% | 0.48% | -9.6% |
| VYMI | Sell | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFintl | $15,474 | -99.9% | 259,756 | -0.8% | 0.47% | +0.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COM | $15,188 | -99.9% | 629,674 | +1.9% | 0.46% | -8.7% |
| QCOM | Buy | QUALCOMM INC COM | $15,067 | -99.9% | 137,051 | +1.2% | 0.46% | -13.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $14,741 | -99.9% | 293,578 | +3.2% | 0.45% | -3.7% |
| CVS | Buy | CVS HEALTH CORP COM | $13,520 | -99.9% | 145,085 | +1.5% | 0.41% | -12.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COM | $13,248 | -99.9% | 131,277 | +5.8% | 0.40% | +15.2% |
| AMZN | Sell | AMAZON COM INC COM | $13,265 | -99.9% | 157,912 | -0.1% | 0.40% | -34.5% |
| TSN | Buy | TYSON FOODS INC CL A | $13,193 | -99.9% | 211,939 | +7.8% | 0.40% | -10.1% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $12,162 | -99.9% | 312,014 | -5.4% | 0.37% | -10.7% |
| MMM | Buy | 3M CO COM | $12,085 | -99.9% | 100,777 | +2.8% | 0.37% | -1.3% |
| IBDP | Buy | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFibonds dec24 etf | $12,087 | -99.9% | 494,958 | +10.6% | 0.37% | -2.1% |
| VICI | Buy | VICI PPTYS INC COM | $12,035 | -99.9% | 371,461 | +7.1% | 0.36% | +2.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $11,916 | -99.9% | 38,574 | +3.7% | 0.36% | +6.2% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COM | $11,591 | -99.9% | 2,142,561 | +5.9% | 0.35% | +1.2% |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFibonds dec25 etf | $11,291 | -99.9% | 464,256 | +11.7% | 0.34% | -0.3% |
| PLD | Buy | PROLOGIS INC. COM | $11,265 | -99.1% | 99,926 | +706.6% | 0.34% | +693.0% |
| C | Buy | CITIGROUP INC COM NEW | $10,688 | -99.9% | 236,309 | +1.2% | 0.32% | -3.0% |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFu.s. tech etf | $10,463 | -99.9% | 140,465 | -1.8% | 0.32% | -11.9% |
| LLY | Sell | LILLY ELI & CO COM | $10,451 | -99.9% | 28,568 | -3.0% | 0.32% | -3.1% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $10,131 | -99.9% | 71,720 | +6.1% | 0.31% | +4.1% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDsbi int-inds | $10,141 | -99.9% | 103,259 | +1.7% | 0.31% | +6.6% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDsbi int-energy | $10,116 | -99.9% | 115,651 | +13.2% | 0.31% | +21.4% |
| HIO | Buy | WESTERN ASSET HIGH INCOME OPPO COM | $10,032 | -99.9% | 2,539,688 | +8.2% | 0.30% | +2.7% |
| CAT | Sell | CATERPILLAR INC COM | $9,719 | -99.9% | 40,571 | -0.2% | 0.29% | +28.9% |
| IBDR | Buy | ISHARES IBONDS DEC 2026 TERM CORPORATE ETFibonds dec2026 | $9,253 | -99.9% | 396,280 | +16.7% | 0.28% | +4.1% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $8,759 | -99.9% | 124,247 | -1.5% | 0.26% | -6.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $8,696 | -99.9% | 61,720 | +0.6% | 0.26% | +5.2% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFshort trm bond | $8,555 | -99.9% | 113,641 | -4.6% | 0.26% | -15.1% |
| IBTD | Buy | ISHARES IBONDS DEC 2023 TERM TREASURY ETFibonds 23 trm ts | $8,473 | -99.9% | 343,027 | +3.6% | 0.26% | -8.9% |
| MCD | Buy | MCDONALDS CORP COM | $8,224 | -99.9% | 31,208 | +2.1% | 0.25% | +2.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $8,142 | -99.9% | 15,356 | -0.1% | 0.25% | -7.5% |
| PEP | Sell | PEPSICO INC COM | $8,102 | -99.9% | 44,849 | -2.3% | 0.24% | -4.7% |
| FLRN | Sell | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFblomberg brc inv | $8,055 | -99.9% | 265,039 | -8.7% | 0.24% | -18.9% |
| TGT | Buy | TARGET CORP COM | $7,905 | -99.9% | 53,039 | +7.9% | 0.24% | -4.4% |
| CCI | Buy | CROWN CASTLE INC COM | $7,716 | -99.9% | 56,886 | +9.1% | 0.23% | -9.3% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $7,639 | -99.9% | 75,479 | -0.5% | 0.23% | +6.9% |
| MGC | Sell | VANGUARD MEGA CAP ETFmega cap index | $7,592 | -99.9% | 57,343 | -13.1% | 0.23% | -18.4% |
| TXN | Buy | TEXAS INSTRS INC COM | $7,306 | -99.9% | 44,221 | +9.5% | 0.22% | +3.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC COM | $7,278 | -99.6% | 33,037 | +193.4% | 0.22% | +214.3% |
| AMGN | Buy | AMGEN INC COM | $6,960 | -99.9% | 26,502 | +11.3% | 0.21% | +14.7% |
| CUZ | Buy | COUSINS PPTYS INC COM NEW | $6,984 | -99.9% | 276,147 | +12.7% | 0.21% | +7.7% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $6,974 | -99.9% | 18,237 | +6.7% | 0.21% | +1.0% |
| ISD | Sell | PGIM HIGH YIELD BOND FUND INC COM | $6,766 | -99.9% | 570,017 | -5.4% | 0.20% | -13.9% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $6,683 | -99.9% | 44,009 | +1.2% | 0.20% | +0.5% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $6,579 | -99.9% | 63,879 | -0.1% | 0.20% | -2.5% |
| MPW | Buy | MEDICAL PPTYS TRUST INC COM | $6,448 | -99.9% | 578,808 | +26.0% | 0.20% | +4.3% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $6,276 | -99.9% | 13,748 | +1.9% | 0.19% | -12.8% |
| BHK | Buy | BLACKROCK CORE BD TR SHS BEN INT | $6,283 | -99.9% | 605,281 | +14.9% | 0.19% | +5.6% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COM | $6,222 | -99.9% | 65,531 | +3.3% | 0.19% | 0.0% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCOME COM | $6,136 | -99.8% | 607,482 | +127.1% | 0.19% | +113.8% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRsponsored | $6,087 | -99.8% | 85,492 | +17.7% | 0.18% | +34.3% |
| ORCL | Sell | ORACLE CORP COM | $5,931 | -99.9% | 72,565 | -9.2% | 0.18% | +7.8% |
| NSC | Sell | NORFOLK SOUTHN CORP COM | $5,927 | -99.9% | 24,053 | -4.0% | 0.18% | -0.6% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $5,759 | -99.1% | 73,087 | +718.9% | 0.17% | +728.6% |
| NVDA | Buy | NVIDIA CORPORATION COM | $5,599 | -99.9% | 38,314 | +0.4% | 0.17% | +6.3% |
| VLO | Sell | VALERO ENERGY CORP COM | $5,454 | -99.9% | 42,994 | -3.1% | 0.16% | +1.9% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETFus healthcare etf | $5,445 | -99.9% | 19,192 | -0.5% | 0.16% | -1.2% |
| CLX | Buy | CLOROX CO DEL COM | $5,378 | -99.9% | 38,326 | +15.2% | 0.16% | +11.6% |
| NEE | Buy | NEXTERA ENERGY INC COM | $5,274 | -99.9% | 63,087 | +5.0% | 0.16% | -0.6% |
| BA | Sell | BOEING CO COM | $5,111 | -99.8% | 26,829 | -2.0% | 0.16% | +36.0% |
| PNW | Buy | PINNACLE WEST CAP CORP COM | $5,084 | -99.9% | 66,860 | +9.5% | 0.15% | +14.1% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $5,083 | -99.9% | 39,353 | +0.4% | 0.15% | -19.4% |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $4,982 | -99.9% | 47,252 | -4.2% | 0.15% | -12.7% |
| V | Buy | VISA INC COM CL A | $4,907 | -99.9% | 23,619 | +4.0% | 0.15% | +8.0% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COM | $4,784 | -99.9% | 420,738 | +10.7% | 0.14% | +5.1% |
| DIS | Sell | DISNEY WALT CO COM | $4,796 | -99.9% | 55,201 | -7.4% | 0.14% | -24.9% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME FD COM | $4,760 | -99.9% | 403,353 | +17.0% | 0.14% | +10.8% |
| WMT | Buy | WALMART INC COM | $4,757 | -99.9% | 33,551 | +0.9% | 0.14% | -2.7% |
| KMB | Buy | KIMBERLY-CLARK CORP COM | $4,617 | -99.9% | 34,009 | +3.0% | 0.14% | +10.2% |
| OKE | Buy | ONEOK INC NEW COM | $4,520 | -99.9% | 68,792 | +16.6% | 0.14% | +31.7% |
| MUI | Sell | BLACKROCK MUNICIPAL INCOME COM | $4,339 | -99.9% | 382,981 | -13.6% | 0.13% | -20.6% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDsbi cons stpls | $4,173 | -99.9% | 55,976 | +6.9% | 0.13% | +5.0% |
| WMB | Buy | WILLIAMS COS INC COM | $4,084 | -99.9% | 124,131 | +6.1% | 0.12% | +7.8% |
| AVGO | Buy | BROADCOM INC COM | $4,034 | -99.9% | 7,215 | +5.0% | 0.12% | +16.2% |
| D | Sell | DOMINION ENERGY INC COM | $3,951 | -99.9% | 64,433 | -1.9% | 0.12% | -23.1% |
| CWI | Sell | SPDR MSCI ACWI EX-US ETFmsci acwi exus | $3,932 | -99.9% | 163,426 | -2.6% | 0.12% | -2.5% |
| KMI | Buy | KINDER MORGAN INC DEL COM | $3,644 | -99.9% | 201,561 | +17.6% | 0.11% | +12.2% |
| ED | Buy | CONSOLIDATED EDISON INC COM | $3,275 | -99.9% | 34,362 | +1.5% | 0.10% | 0.0% |
| KTF | Buy | DWS MUNICIPAL INCOME | $3,241 | -99.9% | 376,425 | +16.9% | 0.10% | +6.5% |
| MYI | Buy | BLACKROCK MUNIYIELD QUALITY FD COM | $3,156 | -99.8% | 281,576 | +42.7% | 0.10% | +35.2% |
| K | Buy | KELLOGG CO COM | $3,181 | -99.9% | 44,655 | +4.2% | 0.10% | -5.9% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFblackstone senr | $3,095 | -99.9% | 75,682 | -7.2% | 0.09% | -17.5% |
| BLW | Sell | BLACKROCK LTD DURATION INCOME COM SHS | $3,065 | -99.9% | 234,513 | -5.2% | 0.09% | -9.7% |
| HII | Sell | HUNTINGTON INGALLS INDS INC COM | $2,972 | -99.9% | 12,883 | -4.8% | 0.09% | -12.6% |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL Bcl b | $2,964 | -99.9% | 57,523 | -3.0% | 0.09% | -7.2% |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTN | $2,978 | -99.9% | 250,910 | +0.3% | 0.09% | -5.3% |
| EMR | Sell | EMERSON ELEC CO COM | $2,875 | -99.9% | 29,926 | -61.4% | 0.09% | -55.4% |
| EVN | Sell | EATON VANCE MUNI INCOME TRUST SH BEN INTsh | $2,792 | -99.9% | 282,889 | -17.7% | 0.08% | -26.1% |
| BGB | Sell | BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN | $2,808 | -99.9% | 265,450 | -15.4% | 0.08% | -25.4% |
| HON | Buy | HONEYWELL INTL INC COM | $2,781 | -99.9% | 12,975 | +0.5% | 0.08% | +13.5% |
| GLD | Buy | SPDR GOLD SHARES | $2,597 | -99.9% | 15,311 | +0.8% | 0.08% | -2.5% |
| WFC | Buy | WELLS FARGO CO NEW COM | $2,611 | -99.9% | 63,235 | +1.3% | 0.08% | -8.1% |
| IVH | Sell | DELAWARE IVY HIGH INCOME OPPO COM | $2,560 | -99.9% | 233,597 | -11.2% | 0.08% | -15.4% |
| ARDC | Buy | ARES DYNAMIC CR ALLOCATION FD COM | $2,509 | -99.9% | 216,479 | +3.2% | 0.08% | -9.5% |
| IGRO | Sell | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFintl div grwth | $2,526 | -99.9% | 43,823 | -7.7% | 0.08% | -7.3% |
| CAG | Sell | CONAGRA BRANDS INC COM | $2,499 | -99.9% | 64,564 | -1.0% | 0.08% | +4.1% |
| FCX | Buy | FREEPORT-MCMORAN INC CL Bcl b | $2,514 | -99.9% | 66,158 | +5.7% | 0.08% | +28.8% |
| UNP | Sell | UNION PAC CORP COM | $2,522 | -99.9% | 12,177 | -3.0% | 0.08% | -9.5% |
| GIS | Sell | GENERAL MLS INC COM | $2,490 | -99.9% | 29,697 | -8.1% | 0.08% | -11.8% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $2,419 | -99.9% | 32,020 | +0.9% | 0.07% | +1.4% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $2,387 | -99.9% | 36,364 | -3.0% | 0.07% | 0.0% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $2,363 | -99.9% | 12,360 | +34.3% | 0.07% | +26.3% |
| HYI | Sell | WESTERN ASSET HIGH YIELD DEFIN COM | $2,363 | -99.9% | 189,375 | -4.9% | 0.07% | -5.3% |
| MVF | Buy | BLACKROCK MUNIVEST FD INC COM | $2,304 | -99.8% | 328,740 | +100.8% | 0.07% | +89.2% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $2,267 | -99.9% | 21,485 | -2.9% | 0.07% | -11.5% |
| GOOG | Buy | ALPHABET INC CAP STK CL Ccap stk | $2,234 | -99.9% | 25,172 | +1.8% | 0.07% | -16.0% |
| NRZ | Sell | RITHM CAPITAL CORP COM NEW | $2,214 | -99.9% | 270,979 | -3.9% | 0.07% | -5.6% |
| NKE | Sell | NIKE INC CL Bcl b | $2,136 | -99.9% | 18,251 | -0.3% | 0.06% | +25.0% |
| OMC | Sell | OMNICOM GROUP INC COM | $2,146 | -99.9% | 26,309 | -5.3% | 0.06% | +8.3% |
| TIP | Sell | ISHARES TIPS BOND ETFtips bd etf | $2,124 | -99.9% | 19,959 | -3.7% | 0.06% | -13.5% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC FD COM | $2,124 | -99.9% | 174,926 | -2.3% | 0.06% | -11.1% |
| Sell | ANNALY CAPITAL MANAGEMENT INC COM NEW | $2,072 | -99.9% | 98,287 | -1.5% | 0.06% | +6.8% | |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD COM | $2,084 | -99.8% | 306,407 | +122.2% | 0.06% | +103.2% |
| GD | Buy | GENERAL DYNAMICS CORP COM | $2,063 | -99.9% | 8,314 | +5.4% | 0.06% | +8.8% |
| GPC | Sell | GENUINE PARTS CO COM | $2,049 | -99.9% | 11,807 | -8.2% | 0.06% | -6.1% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $2,022 | -99.9% | 9,439 | -13.6% | 0.06% | -22.8% |
| APD | Buy | AIR PRODS & CHEMS INC COM | $2,014 | -99.9% | 6,535 | +0.9% | 0.06% | +17.3% |
| MAIN | Sell | MAIN STR CAP CORP COM | $1,955 | -99.9% | 52,922 | -0.2% | 0.06% | -3.3% |
| COP | Sell | CONOCOPHILLIPS COM | $1,938 | -99.9% | 16,427 | -10.6% | 0.06% | -7.8% |
| REM | Sell | ISHARES MORTGAGE REAL ESTATE ETFmortge rel etf | $1,964 | -99.9% | 86,567 | -4.7% | 0.06% | -9.2% |
| ICF | Sell | ISHARES COHEN & STEERS REIT ETFcohen steer reit | $1,930 | -99.9% | 35,201 | -4.8% | 0.06% | -14.7% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Acl a | $1,910 | -99.9% | 12,829 | +0.3% | 0.06% | -4.9% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFshrt trm corp bd | $1,879 | -99.9% | 24,996 | -34.3% | 0.06% | -41.2% |
| QQQ | Sell | INVESCO QQQ TRUSTunit ser 1 | $1,881 | -99.9% | 7,065 | -6.3% | 0.06% | -17.4% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Acl a | $1,875 | -99.9% | 4 | 0.0% | 0.06% | +1.8% | |
| JFR | Sell | NUVEEN FLOATING RATE INCOME FD COM | $1,898 | -99.9% | 239,618 | -0.3% | 0.06% | -14.9% |
| AFL | Buy | AFLAC INC COM | $1,819 | -99.9% | 25,283 | +2.9% | 0.06% | +17.0% |
| MS | Sell | MORGAN STANLEY COM NEW | $1,829 | -99.9% | 21,510 | -4.4% | 0.06% | -9.8% |
| TFC | Sell | TRUIST FINL CORP COM | $1,812 | -99.9% | 42,116 | -2.8% | 0.06% | -15.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $1,803 | -99.9% | 47,571 | -5.6% | 0.06% | -8.3% |
| LEO | Buy | BNY MELLON STRATEGIC MUNS INC COM | $1,820 | -99.9% | 297,891 | +1.5% | 0.06% | -9.8% |
| PBA | Buy | PEMBINA PIPELINE CORP COM | $1,762 | -99.9% | 51,907 | +0.8% | 0.05% | -1.9% |
| IBDW | Sell | ISHARES IBONDS DEC 2031 TERM CORPORATE ETFibonds dec 31 | $1,721 | -99.9% | 86,512 | -1.6% | 0.05% | -11.9% |
| FAS | Sell | DIREXION DAILY FINANCIAL BULL 3X SHARESdly fin bull new | $1,710 | -99.9% | 23,252 | -5.3% | 0.05% | +13.0% |
| BLK | Sell | BLACKROCK INC COM | $1,676 | -99.9% | 2,365 | -0.4% | 0.05% | +13.3% |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $1,663 | -99.9% | 15,953 | -0.7% | 0.05% | -10.7% |
| DE | Buy | DEERE & CO COM | $1,615 | -99.9% | 3,766 | +3.3% | 0.05% | +16.7% |
| GGG | GRACO INC COM | $1,584 | -99.9% | 23,549 | 0.0% | 0.05% | 0.0% | |
| IBB | Sell | ISHARES BIOTECHNOLOGY ETFishares biotech | $1,592 | -99.9% | 12,126 | -5.0% | 0.05% | -5.9% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $1,580 | -99.9% | 171,377 | -5.6% | 0.05% | -12.7% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD INC COM | $1,571 | -99.9% | 179,700 | -1.9% | 0.05% | -11.1% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND ETFintermed term | $1,592 | -99.9% | 21,425 | +5.5% | 0.05% | -5.9% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $1,548 | -99.9% | 128,114 | -3.6% | 0.05% | -9.6% |
| WELL | Buy | WELLTOWER INC COM | $1,518 | -99.9% | 23,153 | +0.5% | 0.05% | -9.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $1,452 | -99.9% | 6,080 | -0.4% | 0.04% | -6.4% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFiboxx hi td etf | $1,458 | -99.9% | 19,801 | +2.7% | 0.04% | -6.4% |
| LOW | Buy | LOWES COS INC COM | $1,457 | -99.9% | 7,315 | +6.9% | 0.04% | 0.0% |
| IRM | Buy | IRON MTN INC DEL COM | $1,464 | -99.9% | 29,374 | +5.8% | 0.04% | +4.8% |
| ABT | Sell | ABBOTT LABS COM | $1,432 | -99.9% | 13,043 | -13.0% | 0.04% | -14.0% |
| BGH | Buy | BARINGS GLOBAL SHORT DURATION COM | $1,391 | -99.9% | 109,704 | +11.6% | 0.04% | +2.4% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFcore msci eafe | $1,348 | -99.9% | 21,865 | -1.1% | 0.04% | +2.5% |
| DNMR | Sell | DANIMER SCIENTIFIC INC COM CL A | $1,340 | -99.9% | 748,338 | -10.2% | 0.04% | -51.2% |
| PID | Sell | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFintl divi achi | $1,351 | -99.9% | 80,822 | -0.7% | 0.04% | -4.7% |
| SBUX | Sell | STARBUCKS CORP COM | $1,328 | -99.9% | 13,384 | -6.5% | 0.04% | -2.4% |
| RNP | Sell | COHEN & STEERS REIT & PFD & IN COM | $1,320 | -99.9% | 64,774 | -11.6% | 0.04% | -18.4% |
| MDT | Sell | MEDTRONIC PLC SHS | $1,317 | -99.9% | 16,944 | -19.3% | 0.04% | -31.0% |
| PMO | Sell | PUTNAM MUN OPPORTUNITIES TR SH BEN INTsh ben int | $1,287 | -99.9% | 118,645 | -5.1% | 0.04% | -7.1% |
| CMCSA | Sell | COMCAST CORP NEW CL Acl a | $1,278 | -99.9% | 36,556 | -14.1% | 0.04% | -9.3% |
| AFB | Sell | ALLIANCEBERNSTEIN NATL MUN INM COM | $1,281 | -99.9% | 122,254 | -28.1% | 0.04% | -35.0% |
| ENB | Sell | ENBRIDGE INC COM | $1,305 | -99.9% | 33,377 | -8.1% | 0.04% | -15.2% |
| WM | Sell | WASTE MGMT INC DEL COM | $1,297 | -99.9% | 8,268 | -0.9% | 0.04% | -15.2% |
| BX | Sell | BLACKSTONE INC COM | $1,256 | -99.9% | 16,931 | -12.2% | 0.04% | -30.9% |
| SBR | SABINE RTY TR UNIT BEN INT | $1,257 | -99.9% | 14,745 | 0.0% | 0.04% | +5.6% | |
| Sell | WARNER BROS DISCOVERY INC COM SER A | $1,262 | -99.9% | 133,083 | -23.2% | 0.04% | -44.1% | |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETF1 3 yr treas bd | $1,240 | -99.9% | 15,272 | -6.8% | 0.04% | -17.4% |
| KIO | Sell | KKR INCOME OPPORTUNITIES FD COM | $1,265 | -99.9% | 114,940 | -1.5% | 0.04% | -17.4% |
| MHI | Sell | PIONEER MUNICIPAL HIGH INCOME COM SHS | $1,240 | -99.9% | 144,479 | -13.1% | 0.04% | -19.1% |
| SPTI | Sell | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFportfolio s&p500 | $1,225 | -99.9% | 43,381 | -20.9% | 0.04% | -30.2% |
| F | Buy | FORD MTR CO DEL COM | $1,219 | -99.9% | 104,828 | +6.2% | 0.04% | -2.6% |
| NKG | Sell | NUVEEN GEORGIA QLTY MUN INC FD COM | $1,228 | -99.9% | 121,244 | -8.6% | 0.04% | -14.0% |
| DSM | Sell | BNY MELLON STRATEGIC MUN BD FD COM | $1,178 | -99.9% | 203,723 | -4.6% | 0.04% | -12.2% |
| PHT | Sell | PIONEER HIGH INCOME FUND INC COM | $1,174 | -99.9% | 180,621 | -3.9% | 0.04% | -14.3% |
| PAYX | Sell | PAYCHEX INC COM | $1,205 | -99.9% | 10,426 | -12.2% | 0.04% | -21.7% |
| FB | Sell | META PLATFORMS INC CL Acl a | $1,141 | -99.9% | 9,484 | -3.5% | 0.04% | -23.9% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFsh tr crport etf | $1,145 | -99.9% | 22,983 | +10.5% | 0.04% | 0.0% |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $1,169 | -99.9% | 17,545 | -2.0% | 0.04% | +2.9% |
| IYZ | Buy | ISHARES U.S. TELECOMMUNICATIONS ETF | $1,162 | -99.6% | 51,809 | +263.1% | 0.04% | +250.0% |
| SYY | Buy | SYSCO CORP COM | $1,132 | -99.9% | 14,808 | +1.6% | 0.03% | -2.9% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR FUNDsbi materials | $1,109 | -99.9% | 14,274 | +2.0% | 0.03% | +3.0% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $1,122 | -99.9% | 15,616 | -5.2% | 0.03% | -15.0% |
| VOO | Buy | VANGUARD S&P 500 ETF | $1,126 | -99.8% | 3,205 | +60.6% | 0.03% | +54.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COM | $1,097 | -99.9% | 5,270 | +5.1% | 0.03% | -8.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $1,086 | -99.9% | 1,973 | +3.5% | 0.03% | 0.0% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $1,055 | -99.9% | 6,959 | +0.0% | 0.03% | 0.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $1,059 | -99.9% | 1,942 | +0.8% | 0.03% | +3.2% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $1,072 | -99.9% | 3,082 | +16.2% | 0.03% | +23.1% |
| BLV | Buy | VANGUARD LONG-TERM BOND ETFlong term bond | $1,018 | -99.9% | 14,055 | +2.1% | 0.03% | -8.8% |
| Sell | GENERAL ELECTRIC CO COM NEW | $1,010 | -99.9% | 12,058 | -2.8% | 0.03% | +19.2% | |
| MCK | Sell | MCKESSON CORP COM | $1,040 | -99.9% | 2,772 | -2.4% | 0.03% | -6.1% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $1,023 | -99.9% | 7,291 | +11.3% | 0.03% | +10.7% |
| ETN | Buy | EATON CORP PLC SHS | $1,013 | -99.9% | 6,456 | +1.4% | 0.03% | +6.9% |
| CSX | Buy | CSX CORP COM | $1,001 | -99.7% | 32,302 | +119.1% | 0.03% | +130.8% |
| RSF | Sell | RIVERNORTH CAP AND INCM FD INC COM | $975 | -99.9% | 57,619 | -0.9% | 0.03% | -11.8% |
| HYB | Buy | NEW AMER HIGH INCOME FD INC COM NEW | $950 | -99.9% | 143,979 | +5.1% | 0.03% | -6.5% |
| VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $972 | – | 12,545 | +100.0% | 0.03% | – |
| VKQ | Buy | INVESCO MUNICIPAL TRUST COM | $968 | -99.8% | 97,756 | +77.0% | 0.03% | +70.6% |
| MPC | MARATHON PETE CORP COM | $911 | -99.9% | 7,828 | 0.0% | 0.03% | +3.7% | |
| XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $926 | -99.9% | 19,289 | +10.9% | 0.03% | -3.4% |
| ACWI | Buy | ISHARES MSCI ACWI ETFmsci acwi etf | $929 | -99.9% | 10,940 | +22.1% | 0.03% | +16.7% |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD COM | $892 | -99.9% | 61,324 | -0.7% | 0.03% | -12.9% |
| MHD | Sell | BLACKROCK MUNIHOLDINGS FD INC COM | $889 | -99.9% | 73,191 | -13.2% | 0.03% | -18.2% |
| PKG | Sell | PACKAGING CORP AMER COM | $896 | -99.9% | 7,007 | -2.8% | 0.03% | -3.6% |
| VV | Buy | VANGUARD LARGE-CAP ETFlarge cap etf | $879 | -99.9% | 5,049 | +1.2% | 0.03% | -3.6% |
| MMC | Sell | MARSH & MCLENNAN COS INC COM | $887 | -99.9% | 5,359 | -4.6% | 0.03% | -6.9% |
| EFR | Sell | EATON VANCE SR FLTNG RTE TR COM | $866 | -99.9% | 79,166 | -0.5% | 0.03% | -13.3% |
| RJF | Buy | RAYMOND JAMES FINL INC COM | $860 | -99.9% | 8,050 | +0.4% | 0.03% | -3.7% |
| YUM | Sell | YUM BRANDS INC COM | $852 | -99.9% | 6,655 | -10.8% | 0.03% | -3.7% |
| IIM | Sell | INVESCO VALUE MUN INCOME TR COM | $866 | -99.9% | 71,871 | -10.7% | 0.03% | -18.8% |
| JHI | Buy | HANCOCK JOHN INVS TR COM | $841 | -99.9% | 67,033 | +16.1% | 0.02% | +4.2% |
| ALB | Buy | ALBEMARLE CORP COM | $835 | -99.9% | 3,848 | +5.6% | 0.02% | -24.2% |
| VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $813 | -99.9% | 3,817 | +15.7% | 0.02% | +4.2% |
| COG | Buy | COTERRA ENERGY INC COM | $818 | -99.9% | 33,282 | +4.5% | 0.02% | -13.8% |
| New | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETFshiller cape u s | $823 | – | 39,171 | +100.0% | 0.02% | – | |
| DD | Sell | DUPONT DE NEMOURS INC COM | $824 | -99.9% | 12,009 | -2.7% | 0.02% | +19.0% |
| ARKK | Sell | ARK INNOVATION ETFinnovation etf | $809 | -99.9% | 25,891 | -5.9% | 0.02% | -33.3% |
| BIB | PROSHARES ULTRA NASDAQ BIOTECHNOLOGY | $796 | -99.9% | 13,795 | 0.0% | 0.02% | +4.3% | |
| DTE | Buy | DTE ENERGY CO COM | $780 | -99.9% | 6,639 | +0.1% | 0.02% | -7.7% |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEW | $803 | -99.9% | 24,435 | -13.0% | 0.02% | -11.1% |
| AIF | Buy | APOLLO TACTICAL INCOME FD INC COM | $778 | -99.9% | 64,203 | +0.1% | 0.02% | -7.7% |
| HEP | Sell | HOLLY ENERGY PARTNERS L P COM UT LTD PTN | $796 | -99.9% | 43,944 | -7.9% | 0.02% | -11.1% |
| NXP | Buy | NUVEEN SELECT TAX-FREE INCOME SH BEN INTsh ben int | $801 | -99.9% | 57,600 | +1.6% | 0.02% | -4.0% |
| NXRT | Sell | NEXPOINT RESIDENTIAL TR INC COM | $804 | -99.9% | 18,483 | -1.7% | 0.02% | -20.0% |
| CET | Buy | CENTRAL SECS CORP COM | $782 | -99.8% | 23,425 | +62.1% | 0.02% | +41.2% |
| CRM | Sell | SALESFORCE INC COM | $780 | -99.9% | 5,880 | -2.7% | 0.02% | -20.0% |
| JRO | Buy | NUVEEN FLOATING RATE INCOME OP COM SHS | $766 | -99.9% | 98,025 | +1.1% | 0.02% | -14.8% |
| TQQQ | Sell | PROSHARES ULTRAPRO QQQultrapro qqq | $759 | -99.9% | 43,861 | -0.7% | 0.02% | -20.7% |
| VTR | Buy | VENTAS INC COM | $766 | -99.9% | 17,002 | +4.5% | 0.02% | +4.5% |
| FENY | Buy | FIDELITY MSCI ENERGY INDEX ETFmsci energy idx | $751 | -99.9% | 31,495 | +0.0% | 0.02% | +9.5% |
| IDU | Sell | ISHARES U.S. UTILITIES ETFu.s. utilits etf | $756 | -99.9% | 8,739 | -1.1% | 0.02% | -8.0% |
| MUE | Sell | BLACKROCK MUNIHOLDINGS QUALITY COM | $773 | -99.9% | 77,698 | -8.3% | 0.02% | -17.9% |
| PDO | Buy | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $760 | -99.7% | 59,505 | +160.6% | 0.02% | +130.0% |
| GHY | Sell | PGIM GLOBAL HIGH YIELD FD FORM COM | $758 | -99.9% | 69,906 | -13.3% | 0.02% | -20.7% |
| ARCC | Sell | ARES CAPITAL CORP COM | $733 | -99.9% | 39,693 | -0.6% | 0.02% | -4.3% |
| DOW | Sell | DOW INC COM | $721 | -99.9% | 14,304 | -3.6% | 0.02% | 0.0% |
| NMCO | Buy | NUVEEN MUN CR OPPORTUNITIES FD COM | $711 | -99.6% | 64,700 | +269.7% | 0.02% | +266.7% |
| JPC | Sell | NUVEEN PFD & INCOME OPPORTUNIT COM | $721 | -99.9% | 99,055 | -3.3% | 0.02% | -8.3% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $722 | -99.7% | 2,261 | +196.7% | 0.02% | +175.0% |
| IBML | Buy | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFibonds dec2023 | $714 | -99.9% | 28,165 | +46.7% | 0.02% | +29.4% |
| VO | New | VANGUARD MID-CAP ETFmid cap etf | $724 | – | 3,554 | +100.0% | 0.02% | – |
| AMAT | Buy | APPLIED MATLS INC COM | $728 | -99.9% | 7,474 | +6.8% | 0.02% | +10.0% |
| INTU | Sell | INTUIT COM | $681 | -99.9% | 1,749 | -38.5% | 0.02% | -44.7% |
| BSCS | Sell | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFinvsco blsh 28 | $690 | -99.9% | 35,192 | -9.2% | 0.02% | -16.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEW | $706 | -99.9% | 2,741 | -2.7% | 0.02% | -4.5% |
| DGX | Sell | QUEST DIAGNOSTICS INC COM | $706 | -99.9% | 4,511 | -2.1% | 0.02% | +10.5% |
| Buy | SHELL PLC SPON ADSads | $684 | -99.9% | 12,007 | +11.1% | 0.02% | +16.7% | |
| SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFbloomberg srt tr | $681 | -99.9% | 28,089 | -4.4% | 0.02% | -12.5% |
| DMF | Buy | BNY MELLON MUN INCOME INC COM | $703 | -99.9% | 112,356 | +26.6% | 0.02% | +16.7% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A | $710 | -99.9% | 2,659 | -8.9% | 0.02% | -19.2% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $664 | -99.9% | 6,844 | -15.8% | 0.02% | -25.9% |
| EFX | Sell | EQUIFAX INC COM | $650 | -99.9% | 3,342 | -2.3% | 0.02% | 0.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW COM | $664 | -99.9% | 3,136 | +23.4% | 0.02% | +5.3% |
| DSU | Sell | BLACKROCK DEBT STRATEGIES FD I COM NEW | $654 | -99.9% | 71,128 | -4.4% | 0.02% | -13.0% |
| FRA | Sell | BLACKROCK FLOATING RATE INCOME COM | $647 | -99.9% | 57,485 | -1.2% | 0.02% | -9.1% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $666 | -99.9% | 9,349 | -10.3% | 0.02% | -35.5% |
| VB | Buy | VANGUARD SMALL-CAP ETFsmall cp etf | $668 | -99.9% | 3,641 | +14.5% | 0.02% | +5.3% |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR COM | $648 | -99.9% | 103,159 | -3.2% | 0.02% | -4.8% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $646 | -99.9% | 4,369 | +25.7% | 0.02% | +25.0% |
| TDIV | New | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDnas tech div | $619 | – | 12,957 | +100.0% | 0.02% | – |
| RAAX | Buy | VANECK INFLATION ALLOCATION ETFinflation alloca | $631 | -99.9% | 25,425 | +23.4% | 0.02% | +18.8% |
| MFD | Buy | MACQUARIE / FIRST TR GLOBAL IN COM | $635 | -99.9% | 78,550 | +8.6% | 0.02% | -5.0% |
| MFM | Sell | MFS MUN INCOME TR SH BEN INTsh ben int | $623 | -99.9% | 120,295 | -6.5% | 0.02% | -9.5% |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETFus core eqt mkt | $643 | -99.9% | 14,631 | 0.0% | 0.02% | -5.0% | |
| VKI | Sell | INVESCO ADVANTAGE MUN INCOME T SH BEN INTsh ben int | $638 | -99.9% | 74,262 | -11.7% | 0.02% | -17.4% |
| PBT | Sell | PERMIAN BASIN RTY TR UNIT BEN INTunit ben int | $625 | -99.9% | 24,827 | -5.2% | 0.02% | +26.7% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFrus 1000 etf | $643 | -99.9% | 3,052 | +3.1% | 0.02% | -5.0% |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $617 | -99.9% | 32,582 | -12.6% | 0.02% | -20.8% |
| ERC | Sell | ALLSPRING MULTI SECTOR INCOME COM | $624 | -99.9% | 63,639 | -5.4% | 0.02% | -5.0% |
| ENPH | New | ENPHASE ENERGY INC COM | $579 | – | 2,184 | +100.0% | 0.02% | – |
| IWM | Buy | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $610 | -99.8% | 3,499 | +73.0% | 0.02% | +63.6% |
| BSCR | Sell | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $609 | -99.9% | 32,054 | -16.2% | 0.02% | -25.0% |
| IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFibond dec | $606 | -99.8% | 23,516 | +100.6% | 0.02% | +80.0% |
| HSY | Buy | HERSHEY CO COM | $584 | -99.9% | 2,521 | +15.2% | 0.02% | +5.9% |
| UDOW | PROSHARES ULTRAPRO DOW30ultrpro dow30 | $594 | -99.9% | 10,470 | 0.0% | 0.02% | +28.6% | |
| ALL | Sell | ALLSTATE CORP COM | $586 | -99.9% | 4,323 | -11.8% | 0.02% | -14.3% |
| PCH | New | POTLATCHDELTIC CORPORATION COM | $602 | – | 13,682 | +100.0% | 0.02% | – |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | $581 | -99.9% | 28,383 | -16.1% | 0.02% | -25.0% |
| IWC | Buy | ISHARES MICRO-CAP ETFmicro-cap etf | $595 | -99.9% | 5,515 | +0.0% | 0.02% | -10.0% |
| AMJ | Sell | J.P. MORGAN ALERIAN MLP INDEX ETNalerian ml etn | $601 | -99.9% | 27,649 | -0.3% | 0.02% | -5.3% |
| BIIB | Buy | BIOGEN INC COM | $550 | -99.9% | 1,987 | +7.5% | 0.02% | 0.0% |
| IYJ | New | ISHARES U.S. INDUSTRIALS ETFus industrials | $555 | – | 5,751 | +100.0% | 0.02% | – |
| IBMO | Buy | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFibonds dec 26 | $563 | -99.8% | 22,315 | +95.5% | 0.02% | +70.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A - | $572 | -99.9% | 6,895 | -3.3% | 0.02% | -5.6% |
| IBMN | Buy | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFibonds dec 25 | $547 | -99.8% | 20,729 | +81.2% | 0.02% | +70.0% |
| PSA | Sell | PUBLIC STORAGE COM | $546 | -99.9% | 1,947 | -3.3% | 0.02% | -15.0% |
| AFT | Sell | APOLLO SR FLOATING RATE FD INC COM | $557 | -99.9% | 45,161 | -9.2% | 0.02% | -19.0% |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETFu.s. cnsm sv etf | $558 | -99.9% | 9,804 | 0.0% | 0.02% | -15.0% | |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTut ser 1 | $554 | -99.9% | 1,672 | -6.1% | 0.02% | -5.6% |
| PGF | Sell | INVESCO FINANCIAL PREFERRED ETFfinl pfd etf | $566 | -99.9% | 39,302 | -8.2% | 0.02% | -22.7% |
| AON | Sell | AON PLC SHS CL A | $571 | -99.9% | 1,903 | -0.3% | 0.02% | -5.6% |
| AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $524 | -99.9% | 67,139 | +0.5% | 0.02% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $537 | -99.9% | 8,291 | +4.4% | 0.02% | -5.9% |
| NUE | Sell | NUCOR CORP COM | $528 | -99.9% | 4,005 | -14.9% | 0.02% | -5.9% |
| SLB | Buy | SCHLUMBERGER LTD COM STK | $540 | -99.8% | 10,108 | +27.4% | 0.02% | +60.0% |
| BSCP | Sell | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $529 | -99.9% | 26,283 | -17.1% | 0.02% | -27.3% |
| OZK | Sell | BANK OZK LITTLE ROCK ARK COM | $521 | -99.9% | 13,009 | -0.2% | 0.02% | -11.1% |
| BLE | Sell | BLACKROCK MUNI INCOME TR II COM | $487 | -99.9% | 47,141 | -7.2% | 0.02% | -11.8% |
| DIMENSIONAL US MARKETWIDE VALUE ETFus mktwide value | $497 | -99.9% | 14,833 | 0.0% | 0.02% | 0.0% | ||
| CNOB | CONNECTONE BANCORP INC COM | $494 | -99.9% | 20,407 | 0.0% | 0.02% | -6.2% | |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETF0-5 year tips bond etf | $484 | -99.9% | 4,992 | -11.6% | 0.02% | -21.1% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRsponsored adr | $504 | -99.9% | 5,561 | -1.0% | 0.02% | 0.0% |
| DMB | Sell | BNY MELLON MUN BD INFRASTRUCTU COM SHS | $480 | -99.9% | 45,654 | -2.5% | 0.02% | -16.7% |
| EIM | Sell | EATON VANCE MUN BD FD COM | $502 | -99.9% | 48,350 | -13.8% | 0.02% | -21.1% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFportfolio s&p500 | $486 | -99.8% | 10,798 | +63.9% | 0.02% | +66.7% |
| BDX | Sell | BECTON DICKINSON & CO COM | $474 | -99.9% | 1,866 | -3.9% | 0.01% | -6.7% |
| FE | Sell | FIRSTENERGY CORP COM | $472 | -99.9% | 11,250 | -4.5% | 0.01% | -6.7% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $473 | -99.9% | 8,093 | -28.0% | 0.01% | -36.4% |
| ETR | Buy | ENTERGY CORP NEW COM | $447 | -99.9% | 3,976 | +2.1% | 0.01% | +7.7% |
| DHR | Buy | DANAHER CORPORATION COM | $471 | -99.9% | 1,776 | +11.3% | 0.01% | 0.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $449 | -99.9% | 1,742 | +0.2% | 0.01% | +7.7% |
| AVY | Sell | AVERY DENNISON CORP COM | $468 | -99.9% | 2,583 | -1.9% | 0.01% | -6.7% |
| DVN | Buy | DEVON ENERGY CORP NEW COM | $478 | -99.9% | 7,765 | +22.6% | 0.01% | +7.7% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM | $451 | -99.9% | 3,843 | -1.0% | 0.01% | +16.7% |
| WPC | Buy | WP CAREY INC COM | $453 | -99.9% | 5,792 | +2.6% | 0.01% | +7.7% |
| BGX | Sell | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $466 | -99.9% | 43,032 | -6.5% | 0.01% | -17.6% |
| ANTM | Buy | ELEVANCE HEALTH INC COM | $459 | -99.8% | 895 | +32.8% | 0.01% | +40.0% |
| TFI | New | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFnuveen blmbrg mu | $444 | – | 9,738 | +100.0% | 0.01% | – |
| SCHP | Sell | SCHWAB US TIPS ETFus tips etf | $424 | -99.9% | 8,193 | -4.1% | 0.01% | -13.3% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFs&p mc 400gr etf | $426 | -99.9% | 6,244 | -0.7% | 0.01% | -7.1% |
| FPF | Buy | FIRST TR INTER DURATN PFD & IN COM | $425 | -99.9% | 25,203 | +21.6% | 0.01% | +8.3% |
| IBMP | Buy | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFibonds dec 27 | $437 | -99.8% | 17,408 | +109.7% | 0.01% | +85.7% |
| VVR | Sell | INVESCO SR INCOME TR COM | $440 | -100.0% | 114,897 | -85.6% | 0.01% | -87.3% |
| DIVO | New | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFcwp enhanced div | $441 | – | 12,291 | +100.0% | 0.01% | – |
| OXM | Buy | OXFORD INDS INC COM | $434 | -99.9% | 4,659 | +0.3% | 0.01% | -7.1% |
| DFAS | DIMENSIONAL US SMALL CAP ETFus small cap etf | $443 | -99.9% | 8,670 | 0.0% | 0.01% | -7.1% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP INC COM | $434 | -99.9% | 5,176 | -3.8% | 0.01% | 0.0% |
| CTVA | Sell | CORTEVA INC COM | $423 | -99.9% | 7,202 | -5.4% | 0.01% | -13.3% |
| IWS | New | ISHARES RUSSELL MID-CAP VALUE ETFrus mdcp val etf | $429 | – | 4,072 | +100.0% | 0.01% | – |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFs&p mc 400vl etf | $394 | -99.9% | 3,904 | 0.0% | 0.01% | 0.0% | |
| NFLX | Buy | NETFLIX INC COM | $412 | -99.9% | 1,396 | +8.0% | 0.01% | +20.0% |
| NHF | Sell | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $412 | -99.9% | 36,759 | -0.2% | 0.01% | -25.0% |
| TSLA | Sell | TESLA INC COM | $400 | -100.0% | 3,249 | -19.3% | 0.01% | -67.6% |
| FISV | FISERV INC COM | $396 | -99.9% | 3,918 | 0.0% | 0.01% | -7.7% | |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFfirst tr ta hiyl | $391 | -99.9% | 10,031 | +15.6% | 0.01% | +9.1% |
| OPI | Sell | OFFICE PPTYS INCOME TR COM SHS BEN INT | $394 | -99.9% | 29,495 | -3.3% | 0.01% | -20.0% |
| IWR | Sell | ISHARES RUSSELL MIDCAP ETFrus mid cap etf | $393 | -99.9% | 5,831 | -2.0% | 0.01% | -7.7% |
| PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETFpfd and incm sec | $386 | -99.8% | 12,628 | +57.5% | 0.01% | +33.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $409 | -99.9% | 923 | -3.6% | 0.01% | -7.7% |
| VRTS | Buy | VIRTUS INVT PARTNERS INC COM | $393 | -99.9% | 2,053 | +0.4% | 0.01% | +9.1% |
| GPN | Sell | GLOBAL PMTS INC COM | $402 | -99.9% | 4,047 | -2.3% | 0.01% | -20.0% |
| OXY | Buy | OCCIDENTAL PETE CORP COM | $363 | -99.9% | 5,766 | +45.5% | 0.01% | +37.5% |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFsp smcp600vl etf | $368 | -99.9% | 4,029 | +0.8% | 0.01% | 0.0% |
| EFT | Sell | EATON VANCE FLTING RATE INC TR COM | $375 | -99.9% | 33,782 | -1.2% | 0.01% | -15.4% |
| VHT | Sell | VANGUARD HEALTH CARE ETFhealth car etf | $375 | -99.9% | 1,511 | -6.7% | 0.01% | -8.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFhigh div yld | $361 | -99.9% | 3,337 | +30.9% | 0.01% | +37.5% |
| KSM | Sell | DWS STRATEGIC MUNI INCOME | $352 | -99.9% | 43,119 | -23.9% | 0.01% | -26.7% |
| PII | Sell | POLARIS INC COM | $369 | -99.9% | 3,654 | -14.1% | 0.01% | -21.4% |
| VMW | Buy | VMWARE INC CL A COM | $369 | -99.9% | 3,004 | +0.9% | 0.01% | 0.0% |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFs&p sml 600 gwt | $357 | -99.9% | 3,302 | 0.0% | 0.01% | -8.3% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $373 | -99.9% | 9,975 | -20.4% | 0.01% | -15.4% |
| IBMQ | New | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETFibonds dec 28 | $364 | – | 14,507 | +100.0% | 0.01% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COM | $360 | -99.8% | 1,070 | +40.8% | 0.01% | +57.1% |
| LDOS | Sell | LEIDOS HOLDINGS INC COM | $358 | -99.9% | 3,402 | -0.8% | 0.01% | +10.0% |
| TD | Sell | TORONTO DOMINION BK ONT COM NEW | $363 | -99.9% | 5,610 | -3.5% | 0.01% | -8.3% |
| O | Sell | REALTY INCOME CORP COM | $362 | -99.9% | 5,713 | -0.9% | 0.01% | -8.3% |
| XEL | Buy | XCEL ENERGY INC COM | $375 | -99.9% | 5,349 | +13.0% | 0.01% | +10.0% |
| SCHW | Buy | SCHWAB CHARLES CORP COM | $371 | -99.9% | 4,458 | +5.1% | 0.01% | +10.0% |
| HPQ | Buy | HP INC COM | $370 | -99.9% | 13,757 | +0.2% | 0.01% | -8.3% |
| CB | Buy | CHUBB LIMITED COM | $333 | -99.9% | 1,508 | +0.1% | 0.01% | +11.1% |
| SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFportfolio ln tsr | $321 | – | 11,070 | +100.0% | 0.01% | – |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $323 | -99.9% | 2,328 | +37.3% | 0.01% | +25.0% |
| FDX | New | FEDEX CORP COM | $320 | – | 1,846 | +100.0% | 0.01% | – |
| IQI | Sell | INVESCO QUALITY MUN INCOME TR COM | $319 | -99.9% | 33,835 | -27.0% | 0.01% | -28.6% |
| IAU | Sell | ISHARES GOLD TRUSTishares new | $322 | -99.9% | 9,300 | -19.8% | 0.01% | -23.1% |
| KR | Sell | KROGER CO COM | $315 | -99.9% | 7,067 | -2.2% | 0.01% | -9.1% |
| GWW | Buy | GRAINGER W W INC COM | $320 | -99.9% | 575 | +0.5% | 0.01% | 0.0% |
| JRI | Sell | NUVEEN REAL ASSET INCOME & GRO COM | $324 | -99.9% | 27,683 | -2.5% | 0.01% | -9.1% |
| BYM | Sell | BLACKROCK MUN INCOME QUALITY T COM | $323 | -99.9% | 28,468 | -12.4% | 0.01% | -16.7% |
| DPZ | Buy | DOMINOS PIZZA INC COM | $341 | -99.9% | 984 | +18.4% | 0.01% | +11.1% |
| NUV | Sell | NUVEEN MUN VALUE FD INC COM | $341 | -99.9% | 39,630 | -0.5% | 0.01% | -16.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW COM | $314 | -99.9% | 14,565 | +2.3% | 0.01% | 0.0% |
| CI | Buy | CIGNA CORP NEW COM | $315 | -99.9% | 952 | +10.2% | 0.01% | +25.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $339 | -99.9% | 4,543 | +14.7% | 0.01% | -9.1% |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD INC COM | $327 | -99.9% | 28,191 | +0.0% | 0.01% | -9.1% |
| PSX | Sell | PHILLIPS 66 COM | $333 | -99.9% | 3,200 | -15.9% | 0.01% | -9.1% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFcore high dv etf | $334 | -99.9% | 3,205 | +0.3% | 0.01% | 0.0% |
| LNG | New | CHENIERE ENERGY INC COM NEW | $335 | – | 2,236 | +100.0% | 0.01% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND CO COM | $340 | -99.9% | 3,663 | -3.0% | 0.01% | 0.0% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETFu.s. finls etf | $312 | -99.9% | 4,131 | +3.4% | 0.01% | 0.0% |
| EVV | Sell | EATON VANCE LTD DURATION INCOM COM | $311 | -99.9% | 33,103 | -4.5% | 0.01% | -18.2% |
| DG | Buy | DOLLAR GEN CORP NEW COM | $292 | -99.9% | 1,187 | +2.5% | 0.01% | -10.0% |
| IVE | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $306 | -99.9% | 2,112 | 0.0% | 0.01% | 0.0% | |
| CURE | Sell | DIREXION DAILY HEALTHCARE BULL 3X SHAREShealthcare bull 3x shares | $291 | -99.9% | 2,535 | -4.2% | 0.01% | +12.5% |
| IYE | ISHARES U.S. ENERGY ETFu.s. energy etf | $290 | -99.9% | 6,241 | 0.0% | 0.01% | +12.5% | |
| FEZ | Sell | SPDR EURO STOXX 50 ETFeuro stoxx 50 | $287 | -99.9% | 7,415 | -8.9% | 0.01% | 0.0% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFus lrg cap etf | $299 | -99.9% | 6,612 | +21.8% | 0.01% | +12.5% |
| EVF | Sell | EATON VANCE SR INCOME TR SH BEN INTsh | $303 | -99.9% | 57,419 | -7.3% | 0.01% | -18.2% |
| MGK | VANGUARD MEGA CAP GROWTH ETFmega grwth ind | $305 | -99.9% | 1,773 | 0.0% | 0.01% | -18.2% | |
| BANX | Buy | ARROWMARK FINANCIAL CORP COM | $285 | -99.9% | 16,750 | +15.1% | 0.01% | 0.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COM | $303 | -99.9% | 4,311 | +1.9% | 0.01% | 0.0% |
| HP | Sell | HELMERICH & PAYNE INC COM | $285 | -99.9% | 5,755 | -7.3% | 0.01% | +12.5% |
| SCHB | New | SCHWAB U.S. BROAD MARKET ETFus brd mkt etf | $306 | – | 6,839 | +100.0% | 0.01% | – |
| BP | New | BP PLC SPONSORED ADRsponsored adr | $284 | – | 8,119 | +100.0% | 0.01% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COM | $299 | -99.9% | 4,881 | +0.8% | 0.01% | 0.0% |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTH ETFus lcap gr etf | $309 | -99.9% | 5,562 | -3.9% | 0.01% | -18.2% |
| RY | ROYAL BK CDA SUSTAINABL COM | $284 | -99.9% | 3,019 | 0.0% | 0.01% | 0.0% | |
| CMS | Buy | CMS ENERGY CORP COM | $305 | -99.9% | 4,813 | +0.4% | 0.01% | -10.0% |
| IYY | Buy | ISHARES DOW JONES U.S. ETFdow jones etf | $306 | -99.9% | 3,274 | +0.2% | 0.01% | -10.0% |
| VAC | Buy | MARRIOTT VACATIONS WORLDWIDE C COM | $282 | -99.9% | 2,095 | +0.1% | 0.01% | 0.0% |
| MAV | Sell | PIONEER MUNICIPAL HIGH INCOME COM | $299 | -99.9% | 36,872 | -33.6% | 0.01% | -35.7% |
| AEE | Buy | AMEREN CORP COM | $285 | -99.9% | 3,211 | +3.8% | 0.01% | 0.0% |
| NFJ | Sell | VIRTUS DIVIDEND INTEREST & PR COM | $299 | -99.9% | 26,514 | -5.3% | 0.01% | -10.0% |
| HAL | New | HALLIBURTON CO COM | $289 | – | 7,352 | +100.0% | 0.01% | – |
| CXH | Sell | MFS INVT GRADE MUN TR SH BEN INTsh ben | $278 | -99.9% | 38,982 | -24.5% | 0.01% | -33.3% |
| GM | Sell | GENERAL MTRS CO COM | $271 | -99.9% | 8,052 | -18.1% | 0.01% | -27.3% |
| FSD | Buy | FIRST TR HIGH INCOME LONG / SH COM | $259 | -99.9% | 22,660 | +0.1% | 0.01% | 0.0% |
| NHS | Sell | NEUBERGER BERMAN HIGH YIELD ST COM | $254 | -99.9% | 29,848 | -7.0% | 0.01% | -11.1% |
| NVO | New | NOVO-NORDISK A S ADRadr | $262 | – | 1,933 | +100.0% | 0.01% | – |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFcore msci emkt | $255 | -99.9% | 5,451 | -4.4% | 0.01% | 0.0% |
| DIMENSIONAL INTERNATIONAL VALUE ETFinternatnal val | $250 | -99.9% | 8,216 | 0.0% | 0.01% | +14.3% | ||
| SLV | Buy | ISHARES SILVER TRUSTishares | $256 | -99.9% | 11,603 | +5.4% | 0.01% | +14.3% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD SHS | $256 | -99.9% | 13,876 | -3.4% | 0.01% | -20.0% |
| IHI | New | ISHARES U.S. MEDICAL DEVICES ETFu.s. med dvc etf | $248 | – | 4,710 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO COM | $259 | – | 1,133 | +100.0% | 0.01% | – |
| CIM | Sell | CHIMERA INVT CORP COM NEW | $265 | -99.9% | 48,177 | -12.3% | 0.01% | -20.0% |
| SPTM | Sell | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $254 | -99.9% | 5,364 | -13.3% | 0.01% | -11.1% |
| IGV | New | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFexpanded tech | $259 | – | 1,011 | +100.0% | 0.01% | – |
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFus sml cap etf | $261 | – | 6,446 | +100.0% | 0.01% | – |
| BNL | BROADSTONE NET LEASE INC COM | $253 | -99.9% | 15,608 | 0.0% | 0.01% | 0.0% | |
| PHYS | Sell | SPROTT PHYSICAL GOLD TR UNITunit | $274 | -99.9% | 19,442 | -22.7% | 0.01% | -27.3% |
| TEI | Sell | TEMPLETON EMERGING MKTS INCOME COM | $264 | -99.9% | 48,000 | -19.5% | 0.01% | -11.1% |
| GDX | New | VANECK GOLD MINERS ETFgold miners etf | $277 | – | 9,680 | +100.0% | 0.01% | – |
| VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFvg tl intl stk f | $278 | – | 5,375 | +100.0% | 0.01% | – |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFftse | $267 | -99.9% | 6,365 | -7.1% | 0.01% | -11.1% |
| WEN | Buy | WENDYS CO COM | $262 | -99.9% | 11,579 | +0.5% | 0.01% | +14.3% |
| YUMC | Sell | YUM CHINA HLDGS INC COM | $250 | -99.9% | 4,571 | -19.6% | 0.01% | -11.1% |
| JCI | New | JOHNSON CTLS INTL PLC SHS | $258 | – | 4,036 | +100.0% | 0.01% | – |
| IRT | Sell | INDEPENDENCE RLTY TR INC COM | $248 | -99.9% | 14,722 | -5.7% | 0.01% | -11.1% |
| HGLB | Buy | HIGHLAND GLOBAL ALLOCATION FD COM | $252 | -99.9% | 26,800 | +0.8% | 0.01% | 0.0% |
| SNV | Buy | SYNOVUS FINL CORP COM NEW | $238 | -99.9% | 6,333 | +0.3% | 0.01% | -12.5% |
| IP | Buy | INTERNATIONAL PAPER CO COM | $236 | -99.9% | 6,818 | +4.8% | 0.01% | 0.0% |
| NSL | Buy | NUVEEN SR INCOME FD COM | $233 | -99.9% | 50,752 | +0.0% | 0.01% | -12.5% |
| EWJ | New | ISHARES MSCI JAPAN ETFmsci jpn etf new | $219 | – | 4,021 | +100.0% | 0.01% | – |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $216 | -99.9% | 19,450 | 0.0% | 0.01% | 0.0% | |
| OGN | New | ORGANON & CO COMMON STOCK | $232 | – | 8,289 | +100.0% | 0.01% | – |
| AZO | New | AUTOZONE INC COM | $227 | – | 92 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD FINANCIALS ETFfinancials etf | $227 | – | 2,742 | +100.0% | 0.01% | – |
| PAA | Sell | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn | $228 | -99.9% | 19,370 | -16.6% | 0.01% | -12.5% |
| IYG | New | ISHARES US FINANCIAL SERVICES ETFu.s. fin svc etf | $220 | – | 1,399 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO COM | $219 | – | 925 | +100.0% | 0.01% | – |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS INC COM | $215 | -99.9% | 3,763 | -4.3% | 0.01% | 0.0% |
| CTAS | New | CINTAS CORP COM | $221 | – | 490 | +100.0% | 0.01% | – |
| SCHO | Sell | SCHWAB SHORT-TERM US TREASURY ETFsht tm us tres | $216 | -99.9% | 4,482 | -17.0% | 0.01% | -22.2% |
| HUBB | New | HUBBELL INC COM | $222 | – | 945 | +100.0% | 0.01% | – |
| A | New | AGILENT TECHNOLOGIES INC COM | $221 | – | 1,477 | +100.0% | 0.01% | – |
| RA | Sell | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | $237 | -99.9% | 14,663 | -4.7% | 0.01% | -22.2% |
| TRV | New | TRAVELERS COMPANIES INC COM | $224 | – | 1,192 | +100.0% | 0.01% | – |
| ROL | Sell | ROLLINS INC COM | $229 | -99.9% | 6,268 | -0.3% | 0.01% | 0.0% |
| BGT | Sell | BLACKROCK FLOATING RATE INC TR COM | $223 | -99.9% | 20,406 | -15.3% | 0.01% | -22.2% |
| USB | Sell | US BANCORP DEL COM NEW | $244 | -99.9% | 5,585 | -19.3% | 0.01% | -30.0% |
| MRNA | New | MODERNA INC COM | $229 | – | 1,275 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC COM | $242 | – | 2,020 | +100.0% | 0.01% | – |
| MQT | Sell | BLACKROCK MUNIYIELD QUALITY FD COM | $236 | -99.9% | 23,066 | -9.0% | 0.01% | -22.2% |
| SYK | New | STRYKER CORPORATION COM | $244 | – | 997 | +100.0% | 0.01% | – |
| BNS | Sell | BANK NOVA SCOTIA HALIFAX COM | $224 | -99.9% | 4,578 | -3.1% | 0.01% | -12.5% |
| NWL | Sell | NEWELL BRANDS INC COM | $224 | -99.9% | 17,155 | -2.8% | 0.01% | -12.5% |
| COF | Buy | CAPITAL ONE FINL CORP COM | $214 | -99.9% | 2,304 | +0.6% | 0.01% | -14.3% |
| RFM | New | RIVERNORTH FLEXIBLE MUN INCOME COM | $212 | – | 13,500 | +100.0% | 0.01% | – |
| BSCT | Sell | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $192 | -99.9% | 10,827 | -1.4% | 0.01% | -14.3% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $207 | -99.9% | 287 | -3.7% | 0.01% | -14.3% |
| RQI | Sell | COHEN & STEERS QUALITY INCOME COM | $208 | -99.9% | 18,069 | -1.3% | 0.01% | -14.3% |
| BSCU | Sell | INVESCO BULLETSHARES 2030 CORPORATE BOND ETFinvsco 30 corp | $188 | -99.9% | 11,759 | -1.3% | 0.01% | 0.0% |
| LDP | Buy | COHEN & STEERS LTD DURATION PF COM | $211 | -99.9% | 11,090 | +5.7% | 0.01% | -14.3% |
| QRVO | New | QORVO INC COM | $212 | – | 2,340 | +100.0% | 0.01% | – |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INTsh ben int | $212 | -99.9% | 58,298 | 0.0% | 0.01% | -14.3% | |
| PCT | Buy | PURECYCLE TECHNOLOGIES INC COM | $204 | -99.9% | 30,150 | +53.4% | 0.01% | +20.0% |
| ABR | Sell | ARBOR REALTY TRUST INC COM | $188 | -99.9% | 14,243 | -26.7% | 0.01% | -25.0% |
| PANW | Sell | PALO ALTO NETWORKS INC COM | $204 | -99.9% | 1,465 | -3.2% | 0.01% | -25.0% |
| VXF | New | VANGUARD EXTENDED MARKET ETFextend mkt etf | $207 | – | 1,557 | +100.0% | 0.01% | – |
| ABC | Sell | AMERISOURCEBERGEN CORP COM | $209 | -99.9% | 1,263 | -32.2% | 0.01% | -33.3% |
| IPG | New | INTERPUBLIC GROUP COS INC COM | $206 | – | 6,176 | +100.0% | 0.01% | – |
| VTNR | VERTEX ENERGY INC COM | $186 | -99.9% | 30,001 | 0.0% | 0.01% | 0.0% | |
| EVG | Buy | EATON VANCE SHORT DURATION DIV COM | $211 | -99.9% | 20,692 | +0.4% | 0.01% | -14.3% |
| FMN | Buy | FEDERATED HERMES PREM MUNI INM COM | $212 | -99.9% | 20,195 | +19.3% | 0.01% | 0.0% |
| LNT | New | ALLIANT ENERGY CORP COM | $205 | – | 3,715 | +100.0% | 0.01% | – |
| FLC | Sell | FLAHERTY & CRUMRINE TOTAL RETU COM | $196 | -99.9% | 12,435 | -3.8% | 0.01% | -14.3% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEW | $202 | -99.9% | 6,507 | -40.0% | 0.01% | -45.5% |
| LEG | Sell | LEGGETT & PLATT INC COM | $203 | -99.9% | 6,309 | -4.1% | 0.01% | -25.0% |
| LH | New | LABORATORY CORP AMER HLDGS COM NEW | $203 | – | 862 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO COM | $213 | – | 5,242 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COM | $213 | – | 1,245 | +100.0% | 0.01% | – |
| BSL | BLACKSTONE SENIOR FLOATNG RATE COM | $201 | -99.9% | 16,148 | 0.0% | 0.01% | -14.3% | |
| SJT | Sell | SAN JUAN BASIN RTY TR UNIT BEN INTunit ben int | $187 | -99.9% | 16,442 | -0.8% | 0.01% | +20.0% |
| MUC | Sell | BLACKROCK MUNIHLDNGS CALI QLTY COM | $207 | -99.9% | 19,283 | -3.1% | 0.01% | -14.3% |
| HST | Sell | HOST HOTELS & RESORTS INC COM | $175 | -99.9% | 10,925 | -6.2% | 0.01% | -16.7% |
| VMO | INVESCO MUN OPPORTUNITY TR COM | $152 | -99.9% | 15,349 | 0.0% | 0.01% | 0.0% | |
| FPL | Sell | FST TR NEW OPPORT MLP & ENE FD COM | $156 | -99.9% | 25,761 | -12.9% | 0.01% | -16.7% |
| PHD | Sell | PIONEER FLOATING RATE FUND INC COM | $180 | -99.9% | 20,479 | -7.7% | 0.01% | -28.6% |
| EAD | Sell | ALLSPRING INCOME OPPORTUNIT INC OPPTY FDwf inc oppty fd | $166 | -99.9% | 25,937 | -8.2% | 0.01% | -16.7% |
| PGX | Sell | INVESCO PREFERRED ETFpfd etf | $178 | -99.9% | 15,889 | -8.6% | 0.01% | -28.6% |
| AUPH | Buy | AURINIA PHARMACEUTICALS INC COM | $174 | -99.9% | 40,365 | +32.9% | 0.01% | -37.5% |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $172 | -99.9% | 16,632 | 0.0% | 0.01% | -16.7% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE CO COM | $172 | -99.9% | 10,777 | -17.2% | 0.01% | 0.0% |
| FSP | Sell | FRANKLIN STR PPTYS CORP COM | $181 | -99.9% | 66,245 | -34.5% | 0.01% | -44.4% |
| FTF | Sell | FRANKLIN LTD DURATION INCOME T COM | $127 | -99.9% | 20,385 | -9.3% | 0.00% | -20.0% |
| CIK | Sell | CREDIT SUISSE ASSET MGMT INCOM COM | $135 | -99.9% | 53,622 | -4.2% | 0.00% | -20.0% |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INTsh ben int | $122 | -99.9% | 11,590 | 0.0% | 0.00% | 0.0% | |
| UMC | New | UNITED MICROELECTRONICS CORP SPON ADR NEWspon adr new | $133 | – | 20,328 | +100.0% | 0.00% | – |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNITtr unit | $144 | -99.9% | 17,465 | 0.0% | 0.00% | 0.0% | |
| CXE | Sell | MFS HIGH INCOME MUN TR SH BEN INTsh ben | $129 | -99.9% | 37,000 | -7.2% | 0.00% | -20.0% |
| BKN | BLACKROCK INVT QUALITY MUN TR COM | $141 | -99.9% | 12,050 | 0.0% | 0.00% | -20.0% | |
| AVK | Buy | ADVENT CONV & INCOME FD COM | $138 | -99.9% | 12,697 | +2.8% | 0.00% | 0.0% |
| New | BLACKROCK INCOME TR INC COM NEW | $136 | – | 11,034 | +100.0% | 0.00% | – | |
| SCD | LMP CAP & INCOME FD INC COM | $142 | -99.9% | 11,800 | 0.0% | 0.00% | -20.0% | |
| Sell | SABA CAPITAL INCOME & OPRNT FD SHS NEW | $118 | -99.9% | 15,533 | -14.5% | 0.00% | -20.0% | |
| MYD | BLACKROCK MUNIYIELD FD INC COM | $123 | -99.9% | 11,775 | 0.0% | 0.00% | 0.0% | |
| PMF | Buy | PIMCO MUN INCOME FD COM | $132 | -99.9% | 12,650 | +6.2% | 0.00% | 0.0% |
| PDM | New | PIEDMONT OFFICE REALTY TR INC COM CL A | $137 | – | 14,985 | +100.0% | 0.00% | – |
| EOD | ALLSPRING GLOBAL DIVIDEND OPPO COM | $84 | -99.9% | 19,113 | 0.0% | 0.00% | 0.0% | |
| FAM | Sell | FIRST TR ABRDN GBL OPP INCM FD COM SHS | $88 | -99.9% | 14,695 | -9.6% | 0.00% | 0.0% |
| IGR | Sell | CBRE GBL REAL ESTATE INC FD COM | $104 | -99.9% | 18,205 | -4.9% | 0.00% | -25.0% |
| CNSL | Sell | CONSOLIDATED COMM HLDGS INC COM | $98 | -99.9% | 27,250 | -26.4% | 0.00% | -40.0% |
| EDD | Sell | MORGAN STANLEY EMERGING MKTS COM | $106 | -99.9% | 24,102 | -7.3% | 0.00% | -25.0% |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHS | $62 | -99.9% | 12,250 | 0.0% | 0.00% | 0.0% | |
| OXLC | Sell | OXFORD LANE CAP CORP COM | $56 | -100.0% | 11,000 | -83.2% | 0.00% | -83.3% |
| CMU | Sell | MFS HIGH YIELD MUN TR SH BEN INTsh ben | $54 | -99.9% | 17,165 | -36.2% | 0.00% | -33.3% |
| MHF | Sell | WESTERN ASSET MUN HIGH INCOME COM | $81 | -99.9% | 12,749 | -26.1% | 0.00% | -50.0% |
| NCV | VIRTUS CONVERTIBLE & INCOME FD COM | $46 | -99.9% | 13,600 | 0.0% | 0.00% | -50.0% | |
| NCZ | Sell | VIRTUS CONVERTIBLE & INC FD II COM | $38 | -100.0% | 13,158 | -60.3% | 0.00% | -66.7% |
| SENS | SENSEONICS HLDGS INC COM | $15 | -99.9% | 14,535 | 0.0% | 0.00% | -100.0% | |
| VERO | VENUS CONCEPT INC COM | $4 | -99.9% | 13,000 | 0.0% | 0.00% | – | |
| DS | Sell | DRIVE SHACK INC COM | $13 | -100.0% | 79,800 | -10.2% | 0.00% | -100.0% |
| DM | DESKTOP METAL INC COM CL A | $14 | -99.9% | 10,137 | 0.0% | 0.00% | -100.0% | |
| ACP | Exit | ABRDN INCOME CREDIT STRATEGIES FUND | $0 | – | -10,012 | -100.0% | -0.00% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FD SH BEN INTsh ben int | $0 | – | -12,515 | -100.0% | -0.00% | – |
| VGM | Exit | INVESCO TR INVT GRADE MUNS COM | $0 | – | -10,655 | -100.0% | -0.00% | – |
| BKT | Exit | BLACKROCK INCOME TR INC COM | $0 | – | -33,013 | -100.0% | -0.01% | – |
| OXSQ | Exit | OXFORD SQUARE CAP CORP COM | $0 | – | -66,100 | -100.0% | -0.01% | – |
| ARKG | Exit | ARK GENOMIC REVOLUTION ETFark etf tr | $0 | – | -6,565 | -100.0% | -0.01% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INC CL Acl a | $0 | – | -1,214 | -100.0% | -0.01% | – |
| IBMK | Exit | ISHARES IBONDS DEC 2022 TERM MUNI BOND ETFibonds dec2022 | $0 | – | -9,323 | -100.0% | -0.01% | – |
| VEU | Exit | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDallwrld ex us | $0 | – | -6,058 | -100.0% | -0.01% | – |
| DLR | Exit | DIGITAL RLTY TR INC COM | $0 | – | -2,953 | -100.0% | -0.01% | – |
| CNC | Exit | CENTENE CORP DEL COM | $0 | – | -7,196 | -100.0% | -0.02% | – |
| ABMD | Exit | ABIOMED INC COM | $0 | – | -3,703 | -100.0% | -0.03% | – |
| CAPE | Exit | IPATH SHILLER CAPE ETNipath shilr cape | $0 | – | -69,136 | -100.0% | -0.04% | – |
| DRE | Exit | DUKE REALTY CORP COM NEW | $0 | – | -173,492 | -100.0% | -0.29% | – |
| IBDN | Exit | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFibonds dec22 etf | $0 | – | -431,360 | -100.0% | -0.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-05
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.