$1.4 Billion is the total value of Dynamic Advisor Solutions LLC's 715 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 25.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $56,807,000 | +19.0% | 319,915 | -5.1% | 4.06% | +13.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $31,895,000 | +25.1% | 67,152 | +13.1% | 2.28% | +18.7% |
TSLA | Buy | TESLA INC | $27,504,000 | +68.2% | 26,026 | +23.4% | 1.96% | +59.6% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $26,501,000 | +1.5% | 524,971 | +2.0% | 1.89% | -3.7% |
MSFT | Buy | MICROSOFT CORP | $26,335,000 | +21.1% | 78,304 | +1.5% | 1.88% | +14.9% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $24,285,000 | +8.1% | 61,040 | -2.8% | 1.74% | +2.5% |
DBAW | Buy | DBX ETF TRxtrack msci all | $21,359,000 | +26.5% | 634,184 | +23.9% | 1.53% | +20.1% |
AMZN | Sell | AMAZON COM INC | $19,740,000 | -2.3% | 5,920 | -3.8% | 1.41% | -7.4% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $19,028,000 | +7.9% | 167,179 | -1.4% | 1.36% | +2.3% |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $18,847,000 | +23.3% | 339,027 | +14.5% | 1.35% | +16.9% |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $18,664,000 | +3.7% | 338,357 | +7.1% | 1.33% | -1.6% |
GLD | Sell | SPDR GOLD TR | $15,678,000 | -4.6% | 91,703 | -8.3% | 1.12% | -9.5% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $14,814,000 | -3.4% | 111,784 | -3.1% | 1.06% | -8.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $13,467,000 | +33.7% | 116,086 | +17.3% | 0.96% | +26.9% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $13,444,000 | +2.0% | 132,373 | +2.4% | 0.96% | -3.2% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $13,301,000 | +3.6% | 174,761 | -0.3% | 0.95% | -1.8% |
SHW | Sell | SHERWIN WILLIAMS CO | $13,283,000 | +25.7% | 37,719 | -0.1% | 0.95% | +19.4% |
IWB | Buy | ISHARES TRrus 1000 etf | $13,195,000 | +14.7% | 49,901 | +4.8% | 0.94% | +8.9% |
FLRN | Sell | SPDR SER TRbloomberg invt | $11,936,000 | -0.4% | 390,196 | -0.2% | 0.85% | -5.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $11,920,000 | +5.0% | 104,094 | +0.1% | 0.85% | -0.5% |
AGG | Buy | ISHARES TRcore us aggbd et | $11,849,000 | +28.1% | 103,866 | +28.9% | 0.85% | +21.4% |
VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $11,507,000 | +25.9% | 54,763 | +20.8% | 0.82% | +19.5% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $11,317,000 | – | 30,661 | +100.0% | 0.81% | – |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $11,306,000 | +18.3% | 221,470 | +19.7% | 0.81% | +12.2% |
NVDA | Sell | NVIDIA CORPORATION | $11,103,000 | +41.4% | 37,751 | -0.4% | 0.79% | +34.2% |
SDY | Buy | SPDR SER TRs&p divid etf | $10,802,000 | +18.8% | 83,655 | +8.1% | 0.77% | +12.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $10,119,000 | +17.3% | 3,493 | +8.3% | 0.72% | +11.4% |
HD | Buy | HOME DEPOT INC | $10,049,000 | +34.8% | 24,214 | +6.6% | 0.72% | +28.0% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $9,953,000 | +9.5% | 231,256 | -0.3% | 0.71% | +3.9% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,818,000 | +90.8% | 60,326 | +75.6% | 0.70% | +81.1% |
JPM | Buy | JPMORGAN CHASE & CO | $9,800,000 | +1.3% | 61,888 | +4.7% | 0.70% | -4.0% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $9,481,000 | +15.9% | 39,267 | +6.6% | 0.68% | +9.9% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $9,422,000 | +8.5% | 31,512 | -1.0% | 0.67% | +2.9% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $8,120,000 | +18.5% | 113,434 | +5.7% | 0.58% | +12.4% |
DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $7,997,000 | -1.7% | 276,027 | -9.8% | 0.57% | -6.7% |
COST | Buy | COSTCO WHSL CORP NEW | $7,310,000 | +49.3% | 12,877 | +18.2% | 0.52% | +41.5% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,238,000 | +16.4% | 28,409 | +8.2% | 0.52% | +10.5% |
FB | Buy | META PLATFORMS INCcl a | $6,973,000 | +14.5% | 20,730 | +15.6% | 0.50% | +8.7% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $6,911,000 | +13.4% | 81,545 | +14.4% | 0.49% | +7.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $6,879,000 | +34.3% | 13,699 | +4.5% | 0.49% | +27.2% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $6,717,000 | +0.6% | 23,728 | -6.5% | 0.48% | -4.6% |
DIS | Buy | DISNEY WALT CO | $6,567,000 | -3.4% | 42,400 | +5.5% | 0.47% | -8.4% |
JNJ | Sell | JOHNSON & JOHNSON | $6,462,000 | +0.0% | 37,772 | -5.6% | 0.46% | -4.9% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $6,468,000 | -2.0% | 101,750 | -2.5% | 0.46% | -7.0% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $6,371,000 | +4.9% | 96,752 | -0.0% | 0.46% | -0.4% |
IEMG | Buy | ISHARES INCcore msci emkt | $6,329,000 | +20.4% | 105,733 | +24.2% | 0.45% | +14.1% |
MCD | Buy | MCDONALDS CORP | $6,279,000 | +25.2% | 23,422 | +12.6% | 0.45% | +19.1% |
CVX | Sell | CHEVRON CORP NEW | $6,237,000 | +13.8% | 53,146 | -1.6% | 0.45% | +8.3% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $6,041,000 | +407.6% | 40,764 | +394.5% | 0.43% | +380.0% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,976,000 | +9.7% | 36,494 | -0.8% | 0.43% | +4.1% |
IWM | Sell | ISHARES TRrussell 2000 etf | $5,982,000 | +0.6% | 26,893 | -1.1% | 0.43% | -4.7% |
NETL | Buy | ETF SER SOLUTIONSnetlease corp | $5,727,000 | +30.6% | 180,299 | +21.7% | 0.41% | +23.9% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $5,665,000 | -6.5% | 115,976 | -3.5% | 0.40% | -11.2% |
TAIL | Sell | CAMBRIA ETF TRtail risk | $5,510,000 | -28.9% | 308,499 | -25.3% | 0.39% | -32.4% |
PHDG | New | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $5,459,000 | – | 143,405 | +100.0% | 0.39% | – |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,416,000 | -56.9% | 64,055 | -33.8% | 0.39% | -59.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $5,388,000 | -3.6% | 1,862 | -11.2% | 0.38% | -8.6% |
NFLX | Buy | NETFLIX INC | $5,377,000 | +0.9% | 8,926 | +2.2% | 0.38% | -4.2% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,310,000 | -9.8% | 14,615 | -16.0% | 0.38% | -14.4% |
ARKK | Sell | ARK ETF TRinnovation etf | $5,187,000 | -17.2% | 54,834 | -3.3% | 0.37% | -21.4% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $5,135,000 | +171.0% | 66,596 | +141.9% | 0.37% | +156.6% |
BAC | Sell | BK OF AMERICA CORP | $5,069,000 | +2.8% | 113,938 | -1.9% | 0.36% | -2.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $5,051,000 | -11.8% | 97,215 | -8.4% | 0.36% | -16.2% |
DGRO | Sell | ISHARES TRcore div grwth | $5,022,000 | -26.8% | 90,365 | -33.8% | 0.36% | -30.4% |
PFE | Sell | PFIZER INC | $5,023,000 | +3.7% | 85,069 | -24.4% | 0.36% | -1.6% |
V | Buy | VISA INC | $4,968,000 | +2.9% | 22,926 | +5.8% | 0.36% | -2.2% |
DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $4,861,000 | -0.7% | 94,030 | -9.4% | 0.35% | -5.7% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,860,000 | +25.4% | 76,754 | +27.7% | 0.35% | +18.8% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,766,000 | +10.5% | 27,749 | -1.2% | 0.34% | +4.6% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $4,756,000 | +17.8% | 30,407 | +4.8% | 0.34% | +11.8% |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $4,568,000 | -5.2% | 100,839 | -4.4% | 0.33% | -10.2% |
CVS | Sell | CVS HEALTH CORP | $4,483,000 | +15.8% | 43,460 | -4.7% | 0.32% | +10.0% |
JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $4,462,000 | +43.0% | 70,606 | +34.9% | 0.32% | +35.7% |
BLK | Sell | BLACKROCK INC | $4,463,000 | +7.2% | 4,875 | -1.8% | 0.32% | +1.9% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $4,431,000 | +15.1% | 87,141 | +15.9% | 0.32% | +9.3% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,368,000 | +13.4% | 85,552 | +12.1% | 0.31% | +7.6% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $4,311,000 | -22.9% | 21,053 | -7.5% | 0.31% | -26.8% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $4,281,000 | +3.7% | 33,272 | +4.9% | 0.31% | -1.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,131,000 | +7.2% | 12,873 | -3.0% | 0.30% | +1.7% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $4,019,000 | +7.9% | 23,909 | -2.2% | 0.29% | +2.5% |
CSCO | Buy | CISCO SYS INC | $3,827,000 | +18.2% | 60,386 | +1.5% | 0.27% | +11.9% |
KO | Sell | COCA COLA CO | $3,826,000 | +4.1% | 64,614 | -7.7% | 0.27% | -1.4% |
VOO | Buy | VANGUARD INDEX FDS | $3,810,000 | +81.3% | 8,728 | +63.9% | 0.27% | +72.2% |
PYPL | Buy | PAYPAL HLDGS INC | $3,776,000 | -20.7% | 20,021 | +9.4% | 0.27% | -24.8% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,709,000 | +62.3% | 14,780 | +36.3% | 0.26% | +54.1% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,716,000 | +9.3% | 59,088 | +8.7% | 0.26% | +3.5% |
GBCI | Buy | GLACIER BANCORP INC NEW | $3,659,000 | +203.9% | 64,534 | +196.7% | 0.26% | +186.8% |
PG | Sell | PROCTER AND GAMBLE CO | $3,648,000 | +14.8% | 22,301 | -1.9% | 0.26% | +9.2% |
QCOM | Buy | QUALCOMM INC | $3,608,000 | +44.4% | 19,730 | +1.8% | 0.26% | +37.2% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $3,572,000 | +4.7% | 9,941 | +1.3% | 0.26% | -0.8% |
AVGO | Buy | BROADCOM INC | $3,502,000 | +38.1% | 5,262 | +0.6% | 0.25% | +30.9% |
PEP | Sell | PEPSICO INC | $3,475,000 | +1.3% | 20,002 | -12.3% | 0.25% | -3.9% |
ZIP | New | ZIPRECRUITER INCcl a | $3,478,000 | – | 139,438 | +100.0% | 0.25% | – |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $3,472,000 | +424.5% | 68,484 | +378.8% | 0.25% | +396.0% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $3,446,000 | +1.5% | 32,568 | -6.1% | 0.25% | -3.9% |
JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $3,430,000 | +6.1% | 67,176 | +6.1% | 0.24% | +0.8% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,430,000 | +15.3% | 66,735 | +18.0% | 0.24% | +9.4% |
FDX | Buy | FEDEX CORP | $3,418,000 | +78.7% | 13,216 | +51.5% | 0.24% | +69.4% |
SUSB | Buy | ISHARES TResg awre 1 5 yr | $3,370,000 | +8.0% | 131,392 | +9.4% | 0.24% | +2.6% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $3,360,000 | +8.5% | 10,994 | -2.7% | 0.24% | +3.0% |
ABBV | Sell | ABBVIE INC | $3,353,000 | +16.6% | 24,767 | -7.1% | 0.24% | +11.1% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,337,000 | -10.9% | 45,579 | -17.9% | 0.24% | -15.6% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,315,000 | +3.2% | 40,792 | +4.7% | 0.24% | -2.1% |
UNP | Sell | UNION PAC CORP | $3,308,000 | +27.3% | 13,133 | -0.9% | 0.24% | +20.4% |
ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $3,268,000 | +4.9% | 99,107 | +5.2% | 0.23% | -0.4% |
HON | Sell | HONEYWELL INTL INC | $3,261,000 | -16.8% | 15,640 | -15.3% | 0.23% | -21.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $3,198,000 | +33.1% | 22,222 | -4.8% | 0.23% | +26.0% |
MS | Buy | MORGAN STANLEY | $3,168,000 | +3.5% | 32,278 | +2.6% | 0.23% | -1.7% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $3,138,000 | +13.8% | 36,689 | +14.6% | 0.22% | +7.7% |
ALB | Sell | ALBEMARLE CORP | $3,122,000 | +6.7% | 13,354 | -0.1% | 0.22% | +1.4% |
HNDL | Buy | STRATEGY SHSns 7handl idx | $3,014,000 | +4.7% | 115,995 | +0.5% | 0.22% | -0.9% |
CMCSA | Buy | COMCAST CORP NEWcl a | $3,001,000 | -5.4% | 59,620 | +5.1% | 0.21% | -10.5% |
AFIF | Buy | TWO RDS SHARED TRanfield unvl etf | $2,993,000 | +32.7% | 312,767 | +33.6% | 0.21% | +25.9% |
XME | Buy | SPDR SER TRs&p metals mng | $2,988,000 | +1002.6% | 66,729 | +927.1% | 0.21% | +965.0% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,965,000 | +0.8% | 6,216 | -9.0% | 0.21% | -4.1% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,948,000 | +4.0% | 5,198 | +5.6% | 0.21% | -0.9% |
BA | Buy | BOEING CO | $2,947,000 | +7.4% | 14,636 | +17.3% | 0.21% | +2.4% |
CRM | Buy | SALESFORCE COM INC | $2,901,000 | -3.9% | 11,414 | +2.6% | 0.21% | -8.8% |
TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,818,000 | – | 44,836 | +100.0% | 0.20% | – |
ES | Buy | EVERSOURCE ENERGY | $2,797,000 | +17.7% | 30,748 | +5.8% | 0.20% | +11.7% |
EAGG | Buy | ISHARES TResg awr us agrgt | $2,799,000 | +26.9% | 50,712 | +26.8% | 0.20% | +20.5% |
SPD | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $2,757,000 | – | 82,880 | +100.0% | 0.20% | – |
ESGU | Sell | ISHARES TResg awr msci usa | $2,736,000 | -22.0% | 25,352 | -28.8% | 0.20% | -26.1% |
DOG | New | PROSHARES TR | $2,684,000 | – | 84,736 | +100.0% | 0.19% | – |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,662,000 | +12.4% | 44,368 | +7.7% | 0.19% | +6.7% |
NEE | Buy | NEXTERA ENERGY INC | $2,643,000 | +24.1% | 28,307 | +4.4% | 0.19% | +18.1% |
ACN | Buy | ACCENTURE PLC IRELAND | $2,623,000 | +31.4% | 6,327 | +1.4% | 0.19% | +24.7% |
RWM | New | PROSHARES TRshrt russell2000 | $2,577,000 | – | 123,475 | +100.0% | 0.18% | – |
INTU | Sell | INTUIT | $2,560,000 | -1.2% | 3,980 | -17.1% | 0.18% | -6.2% |
DBEF | Buy | DBX ETF TRxtrack msci eafe | $2,552,000 | +13.1% | 64,976 | +8.8% | 0.18% | +7.1% |
XOM | Sell | EXXON MOBIL CORP | $2,546,000 | +0.8% | 41,605 | -3.1% | 0.18% | -4.2% |
CWB | Buy | SPDR SER TRbloomberg conv | $2,529,000 | +32.3% | 30,479 | +36.1% | 0.18% | +25.7% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,516,000 | -10.9% | 31,122 | -9.6% | 0.18% | -15.5% |
TIP | Sell | ISHARES TRtips bd etf | $2,504,000 | -20.8% | 19,384 | -21.7% | 0.18% | -24.8% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $2,497,000 | +5.9% | 26,914 | +7.8% | 0.18% | 0.0% |
ESGE | Buy | ISHARES INCesg awr msci em | $2,467,000 | -3.7% | 62,065 | +0.4% | 0.18% | -8.8% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,452,000 | +7.2% | 9,204 | -0.5% | 0.18% | +1.7% |
ABT | Buy | ABBOTT LABS | $2,443,000 | +20.8% | 17,355 | +1.4% | 0.18% | +15.1% |
MO | Sell | ALTRIA GROUP INC | $2,425,000 | -3.3% | 51,177 | -7.1% | 0.17% | -8.5% |
ESGD | Buy | ISHARES TResg aw msci eafe | $2,416,000 | +24.2% | 30,411 | +22.6% | 0.17% | +18.5% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,407,000 | +17.3% | 29,774 | +7.7% | 0.17% | +11.7% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,348,000 | +9.1% | 60,117 | +4.9% | 0.17% | +3.7% |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $2,340,000 | +20.3% | 11,211 | -0.1% | 0.17% | +14.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,319,000 | +22.2% | 59,657 | +21.7% | 0.17% | +16.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,284,000 | +18.0% | 3,423 | +1.1% | 0.16% | +11.6% |
WMT | Buy | WALMART INC | $2,262,000 | +9.1% | 15,631 | +5.0% | 0.16% | +3.8% |
MMM | Sell | 3M CO | $2,269,000 | -24.8% | 12,772 | -25.8% | 0.16% | -28.6% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,273,000 | +37.1% | 15,452 | +26.2% | 0.16% | +29.6% |
SQ | Sell | BLOCK INCcl a | $2,219,000 | -38.1% | 13,739 | -8.0% | 0.16% | -41.1% |
JHML | Sell | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $2,222,000 | -0.5% | 37,377 | -8.9% | 0.16% | -5.4% |
TGT | Sell | TARGET CORP | $2,224,000 | -1.6% | 9,611 | -2.8% | 0.16% | -6.5% |
IWC | Buy | ISHARES TRmicro-cap etf | $2,206,000 | -0.9% | 15,786 | +2.3% | 0.16% | -6.0% |
T | Sell | AT&T INC | $2,186,000 | -16.3% | 88,872 | -8.1% | 0.16% | -20.8% |
WM | Sell | WASTE MGMT INC DEL | $2,167,000 | +7.3% | 12,984 | -4.0% | 0.16% | +2.0% |
LMT | Sell | LOCKHEED MARTIN CORP | $2,110,000 | -47.8% | 5,938 | -49.3% | 0.15% | -50.3% |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,089,000 | +50.5% | 37,073 | +51.7% | 0.15% | +43.3% |
AMGN | Buy | AMGEN INC | $2,092,000 | +16.8% | 9,298 | +10.4% | 0.15% | +10.4% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $2,061,000 | -22.2% | 23,518 | -20.6% | 0.15% | -26.1% |
FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $2,052,000 | -5.2% | 38,703 | -5.0% | 0.15% | -9.8% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $2,062,000 | +0.1% | 19,410 | -9.5% | 0.15% | -5.2% |
FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $2,042,000 | 0.0% | 54,613 | +3.5% | 0.15% | -5.2% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,038,000 | -16.7% | 23,680 | -16.8% | 0.15% | -20.7% |
JHMD | Sell | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $2,032,000 | -2.8% | 60,309 | -3.8% | 0.14% | -7.6% |
SBUX | Buy | STARBUCKS CORP | $2,006,000 | +14.2% | 17,151 | +7.7% | 0.14% | +8.3% |
TSN | Buy | TYSON FOODS INCcl a | $1,996,000 | +158.9% | 22,899 | +134.4% | 0.14% | +146.6% |
MRK | Buy | MERCK & CO INC | $1,971,000 | +13.8% | 25,724 | +11.6% | 0.14% | +8.5% |
OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $1,955,000 | +390.0% | 46,439 | +361.3% | 0.14% | +366.7% |
PRU | Sell | PRUDENTIAL FINL INC | $1,940,000 | -7.6% | 17,922 | -10.2% | 0.14% | -12.0% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,932,000 | -7.1% | 38,407 | -6.8% | 0.14% | -12.1% |
AMT | Buy | AMERICAN TOWER CORP NEW | $1,911,000 | +10.3% | 6,532 | +0.1% | 0.14% | +5.4% |
GD | Sell | GENERAL DYNAMICS CORP | $1,903,000 | -1.0% | 9,129 | -7.0% | 0.14% | -6.2% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,899,000 | +8.1% | 8,862 | -8.1% | 0.14% | +3.0% |
FNY | Buy | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $1,885,000 | +12.3% | 25,406 | +8.8% | 0.14% | +7.1% |
LOW | Buy | LOWES COS INC | $1,854,000 | +28.7% | 7,173 | +1.0% | 0.13% | +22.2% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,846,000 | +3.2% | 9,031 | -9.4% | 0.13% | -2.2% |
Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,828,000 | -17.6% | 70,026 | -18.3% | 0.13% | -21.6% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,785,000 | -42.4% | 32,161 | -45.9% | 0.13% | -45.1% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,783,000 | -30.4% | 13,340 | -27.6% | 0.13% | -34.2% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $1,758,000 | -40.6% | 34,655 | -40.5% | 0.13% | -43.5% |
HYGH | Buy | ISHARES U S ETF TRit rt hdg hgyl | $1,755,000 | +12.1% | 19,943 | +11.8% | 0.12% | +5.9% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,734,000 | +8.2% | 9,973 | -7.1% | 0.12% | +2.5% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,721,000 | +54.6% | 34,797 | +56.4% | 0.12% | +46.4% |
SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,685,000 | -9.0% | 34,266 | -8.6% | 0.12% | -13.7% |
EXP | Sell | EAGLE MATLS INC | $1,685,000 | +24.4% | 10,125 | -2.0% | 0.12% | +17.6% |
FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,674,000 | +67.9% | 31,456 | +68.9% | 0.12% | +60.0% |
SDG | Buy | ISHARES TRmsci gbl sus dev | $1,671,000 | +40.7% | 18,409 | +48.8% | 0.12% | +33.7% |
SO | Buy | SOUTHERN CO | $1,670,000 | +11.7% | 24,350 | +1.0% | 0.12% | +5.3% |
ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $1,668,000 | -5.5% | 18,977 | -13.9% | 0.12% | -10.5% |
EL | Sell | LAUDER ESTEE COS INCcl a | $1,663,000 | +22.3% | 4,493 | -0.9% | 0.12% | +16.7% |
INTC | Sell | INTEL CORP | $1,625,000 | -45.8% | 31,545 | -43.9% | 0.12% | -48.7% |
NOC | Sell | NORTHROP GRUMMAN CORP | $1,629,000 | +4.7% | 4,209 | -2.6% | 0.12% | -0.9% |
ETN | Sell | EATON CORP PLC | $1,611,000 | +13.8% | 9,324 | -1.7% | 0.12% | +7.5% |
BX | Buy | BLACKSTONE INC | $1,602,000 | +28.9% | 12,383 | +15.9% | 0.11% | +21.3% |
DHS | Buy | WISDOMTREE TRus high dividend | $1,599,000 | +8.9% | 19,374 | +1.6% | 0.11% | +2.7% |
SPGI | Buy | S&P GLOBAL INC | $1,590,000 | +18.7% | 3,369 | +6.9% | 0.11% | +12.9% |
PM | Buy | PHILIP MORRIS INTL INC | $1,583,000 | +16.1% | 16,667 | +15.8% | 0.11% | +9.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,581,000 | +11.2% | 15,067 | +3.4% | 0.11% | +5.6% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $1,554,000 | +82.4% | 36,984 | +88.8% | 0.11% | +73.4% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,550,000 | -5.3% | 13,827 | -12.7% | 0.11% | -9.8% |
JHSC | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $1,540,000 | -2.7% | 42,494 | -7.3% | 0.11% | -7.6% |
EMR | Buy | EMERSON ELEC CO | $1,528,000 | +2.6% | 16,439 | +4.0% | 0.11% | -2.7% |
EUFN | Sell | ISHARES TRmsci euro fl etf | $1,520,000 | -45.2% | 75,795 | -46.4% | 0.11% | -47.8% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,526,000 | +6.4% | 56,292 | +5.5% | 0.11% | +0.9% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,520,000 | +11.0% | 13,454 | +2.1% | 0.11% | +5.8% |
COIN | Sell | COINBASE GLOBAL INC | $1,506,000 | +4.2% | 5,969 | -6.1% | 0.11% | -0.9% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,494,000 | +15.5% | 6,058 | -6.4% | 0.11% | +10.3% |
PBUS | New | INVESCO EXCH TRADED FD TR IIpurbta msci us | $1,482,000 | – | 30,789 | +100.0% | 0.11% | – |
MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $1,467,000 | -5.2% | 88,383 | -6.3% | 0.10% | -9.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $1,458,000 | +22.7% | 9,323 | +19.3% | 0.10% | +16.9% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,451,000 | -22.2% | 14,173 | -23.9% | 0.10% | -25.7% |
TWLO | Buy | TWILIO INCcl a | $1,445,000 | -16.3% | 5,489 | +1.4% | 0.10% | -20.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $1,441,000 | +7.7% | 19,307 | +7.1% | 0.10% | +2.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,428,000 | +21.6% | 65,038 | +19.9% | 0.10% | +15.9% |
BOND | Buy | PIMCO ETF TRactive bd etf | $1,431,000 | +54.0% | 13,078 | +55.7% | 0.10% | +45.7% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,404,000 | -4.0% | 6,211 | -7.1% | 0.10% | -9.1% |
NSC | Sell | NORFOLK SOUTHN CORP | $1,361,000 | +12.0% | 4,572 | -10.0% | 0.10% | +6.6% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $1,362,000 | +15.0% | 47,303 | +1.5% | 0.10% | +9.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,348,000 | +13.4% | 11,204 | +5.2% | 0.10% | +6.7% |
TT | Buy | TRANE TECHNOLOGIES PLC | $1,349,000 | +21.1% | 6,678 | +3.5% | 0.10% | +14.3% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,327,000 | +89.3% | 31,546 | +76.1% | 0.10% | +79.2% |
TFC | Buy | TRUIST FINL CORP | $1,323,000 | +19.0% | 22,603 | +19.2% | 0.10% | +13.1% |
IWD | Sell | ISHARES TRrus 1000 val etf | $1,331,000 | +6.8% | 7,927 | -0.4% | 0.10% | +1.1% |
LLY | Sell | LILLY ELI & CO | $1,333,000 | +16.3% | 4,826 | -2.7% | 0.10% | +10.5% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $1,312,000 | +21.9% | 31,430 | -5.0% | 0.09% | +16.0% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,319,000 | +22.2% | 5,179 | +13.4% | 0.09% | +16.0% |
MDT | Buy | MEDTRONIC PLC | $1,299,000 | -15.4% | 12,559 | +2.6% | 0.09% | -19.8% |
SHOP | Sell | SHOPIFY INCcl a | $1,282,000 | -29.8% | 931 | -30.8% | 0.09% | -32.8% |
DHR | Buy | DANAHER CORPORATION | $1,286,000 | +18.3% | 3,908 | +9.4% | 0.09% | +12.2% |
DKNG | Buy | DRAFTKINGS INC | $1,281,000 | -8.0% | 46,630 | +61.3% | 0.09% | -12.4% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,289,000 | +15.2% | 3,977 | +2.5% | 0.09% | +9.5% |
ARKF | Buy | ARK ETF TRfintech innova | $1,285,000 | -8.4% | 31,452 | +10.7% | 0.09% | -13.2% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,273,000 | +1.6% | 30,678 | +4.1% | 0.09% | -3.2% |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $1,261,000 | -3.1% | 161,316 | +4.4% | 0.09% | -8.2% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,259,000 | +27.7% | 8,374 | +18.6% | 0.09% | +21.6% |
LNC | LINCOLN NATL CORP IND | $1,250,000 | -0.7% | 18,307 | 0.0% | 0.09% | -6.3% | |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,248,000 | +9.0% | 2,724 | -4.5% | 0.09% | +3.5% |
MSOS | Sell | ADVISORSHARES TRpure us cannabis | $1,215,000 | -26.1% | 47,485 | -8.9% | 0.09% | -29.8% |
KHC | Sell | KRAFT HEINZ CO | $1,212,000 | -5.0% | 33,747 | -2.6% | 0.09% | -9.4% |
PSA | Buy | PUBLIC STORAGE | $1,221,000 | +32.9% | 3,259 | +5.3% | 0.09% | +26.1% |
PSX | Sell | PHILLIPS 66 | $1,219,000 | +2.3% | 16,823 | -1.2% | 0.09% | -3.3% |
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,208,000 | -16.2% | 19,481 | -16.6% | 0.09% | -21.1% |
OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $1,201,000 | -29.0% | 82,181 | -0.2% | 0.09% | -32.3% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $1,187,000 | +347.9% | 5,749 | +255.8% | 0.08% | +325.0% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,175,000 | +15.2% | 11,969 | +3.9% | 0.08% | +9.1% |
APD | Sell | AIR PRODS & CHEMS INC | $1,171,000 | -7.0% | 3,849 | -21.7% | 0.08% | -11.6% |
IGIB | Sell | ISHARES TR | $1,165,000 | -60.4% | 19,660 | -59.9% | 0.08% | -62.4% |
JETS | Sell | ETF SER SOLUTIONSus glb jets | $1,156,000 | -21.4% | 54,818 | -11.9% | 0.08% | -25.2% |
ENB | Sell | ENBRIDGE INC | $1,162,000 | -4.8% | 29,724 | -3.1% | 0.08% | -9.8% |
GS | Buy | GOLDMAN SACHS GROUP INC | $1,147,000 | +14.5% | 2,999 | +13.2% | 0.08% | +9.3% |
F | Buy | FORD MTR CO DEL | $1,144,000 | +53.4% | 55,090 | +4.6% | 0.08% | +46.4% |
DG | New | DOLLAR GEN CORP NEW | $1,143,000 | – | 4,846 | +100.0% | 0.08% | – |
COP | Buy | CONOCOPHILLIPS | $1,149,000 | +13.9% | 15,919 | +6.9% | 0.08% | +7.9% |
AOR | Buy | ISHARES TRgrwt allocat etf | $1,100,000 | +4.0% | 19,278 | +1.1% | 0.08% | -1.2% |
CDNS | New | CADENCE DESIGN SYSTEM INC | $1,106,000 | – | 5,934 | +100.0% | 0.08% | – |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,112,000 | -53.0% | 17,843 | -55.4% | 0.08% | -55.6% |
MBB | Sell | ISHARES TRmbs etf | $1,108,000 | -48.6% | 10,318 | -48.3% | 0.08% | -51.2% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,112,000 | +38.1% | 7,895 | +24.9% | 0.08% | +29.5% |
SLV | Sell | ISHARES SILVER TRishares | $1,095,000 | -15.9% | 50,902 | -19.8% | 0.08% | -20.4% |
CB | Buy | CHUBB LIMITED | $1,088,000 | +21.0% | 5,627 | +8.6% | 0.08% | +14.7% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,088,000 | -6.6% | 12,999 | -17.5% | 0.08% | -11.4% |
NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $1,078,000 | +103.4% | 29,174 | +99.8% | 0.08% | +92.5% |
AWI | Sell | ARMSTRONG WORLD INDS INC NEW | $1,081,000 | +15.9% | 9,312 | -4.7% | 0.08% | +10.0% |
DLTR | Sell | DOLLAR TREE INC | $1,080,000 | +41.2% | 7,688 | -3.8% | 0.08% | +32.8% |
IAU | Sell | ISHARES GOLD TRishares new | $1,061,000 | -79.5% | 30,487 | -80.3% | 0.08% | -80.5% |
VVR | Buy | INVESCO SR INCOME TR | $1,065,000 | -0.5% | 245,948 | +2.3% | 0.08% | -6.2% |
IQLT | Sell | ISHARES TRmsci intl qualty | $1,060,000 | -2.8% | 26,925 | -6.5% | 0.08% | -7.3% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,057,000 | -13.2% | 13,433 | -14.0% | 0.08% | -17.4% |
SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $1,056,000 | +16.7% | 18,819 | +18.0% | 0.08% | +10.3% |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,044,000 | +7.0% | 18,573 | +7.3% | 0.08% | +2.7% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,037,000 | +11.4% | 18,876 | +11.1% | 0.07% | +5.7% |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $1,042,000 | +27.2% | 31,569 | +16.2% | 0.07% | +19.4% |
FTXR | New | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $1,034,000 | – | 29,916 | +100.0% | 0.07% | – |
IWR | Buy | ISHARES TRrus mid cap etf | $1,020,000 | +7.5% | 12,284 | +1.2% | 0.07% | +2.8% |
LRCX | Buy | LAM RESEARCH CORP | $1,028,000 | +38.7% | 1,430 | +9.9% | 0.07% | +30.4% |
IAGG | Sell | ISHARES TRcore intl aggr | $1,018,000 | -45.4% | 18,677 | -44.9% | 0.07% | -47.9% |
TMUS | Buy | T-MOBILE US INC | $1,024,000 | -6.2% | 8,827 | +3.3% | 0.07% | -11.0% |
ZTS | Sell | ZOETIS INCcl a | $1,010,000 | +14.8% | 4,137 | -8.8% | 0.07% | +9.1% |
NUAG | Buy | NUSHARES ETF TRnuveen enhnc yld | $1,006,000 | +9.3% | 40,858 | +10.2% | 0.07% | +4.3% |
IIPR | Sell | INNOVATIVE INDL PPTYS INC | $1,010,000 | +9.1% | 3,841 | -4.1% | 0.07% | +2.9% |
FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $1,014,000 | -4.2% | 17,596 | +6.5% | 0.07% | -10.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $995,000 | +7.1% | 15,009 | -6.0% | 0.07% | +1.4% |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $997,000 | +9.6% | 6,616 | -2.7% | 0.07% | +2.9% |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $993,000 | -0.1% | 54,525 | +31.8% | 0.07% | -5.3% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $974,000 | +6.0% | 11,397 | +8.1% | 0.07% | +1.4% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $975,000 | +200.0% | 3,740 | +170.2% | 0.07% | +191.7% |
BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $973,000 | +6.3% | 29,509 | +6.2% | 0.07% | +1.4% |
ADI | Sell | ANALOG DEVICES INC | $959,000 | +1.4% | 5,458 | -3.4% | 0.07% | -2.8% |
IXUS | Buy | ISHARES TRcore msci total | $967,000 | +10.8% | 13,625 | +10.8% | 0.07% | +4.5% |
WIW | Buy | WESTERN AST INFL LKD OPP & I | $972,000 | +4.1% | 71,590 | +1.9% | 0.07% | -1.4% |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $949,000 | -0.3% | 7,082 | -0.6% | 0.07% | -5.6% |
PRMW | Buy | PRIMO WATER CORPORATION | $958,000 | +13.9% | 54,346 | +1.6% | 0.07% | +7.9% |
TJX | Buy | TJX COS INC NEW | $951,000 | +20.4% | 12,532 | +4.6% | 0.07% | +15.3% |
PLD | Buy | PROLOGIS INC. | $949,000 | +61.7% | 5,639 | +20.5% | 0.07% | +54.5% |
SPOT | Sell | SPOTIFY TECHNOLOGY S A | $938,000 | -10.2% | 4,010 | -13.4% | 0.07% | -15.2% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $933,000 | +37.8% | 5,217 | +30.4% | 0.07% | +31.4% |
GILD | Sell | GILEAD SCIENCES INC | $921,000 | -56.8% | 12,679 | -58.5% | 0.07% | -59.0% |
PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $918,000 | +28.8% | 47,270 | +29.2% | 0.07% | +22.2% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $915,000 | +25.0% | 2,854 | +16.2% | 0.06% | +18.2% |
REET | Sell | ISHARES TRglobal reit etf | $905,000 | +1.9% | 29,571 | -8.7% | 0.06% | -3.0% |
CEMB | Buy | ISHARES INCjp mrg em crp bd | $895,000 | +1.6% | 17,550 | +3.3% | 0.06% | -3.0% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $898,000 | -24.3% | 14,657 | -7.7% | 0.06% | -28.1% |
UAL | Buy | UNITED AIRLS HLDGS INC | $890,000 | +7.5% | 20,320 | +16.8% | 0.06% | +3.2% |
DSI | Sell | ISHARES TRmsci kld400 soc | $889,000 | -26.7% | 9,573 | -34.3% | 0.06% | -29.7% |
JMOM | Buy | J P MORGAN EXCHANGE-TRADED Fus momentum | $882,000 | +13.7% | 18,275 | +3.4% | 0.06% | +8.6% |
HCA | Sell | HCA HEALTHCARE INC | $876,000 | -20.6% | 3,411 | -24.9% | 0.06% | -24.1% |
AFRM | Buy | AFFIRM HLDGS INC | $883,000 | +2.8% | 8,778 | +21.7% | 0.06% | -3.1% |
CAT | Buy | CATERPILLAR INC | $874,000 | +11.2% | 4,227 | +3.2% | 0.06% | +5.1% |
CDC | Buy | VICTORY PORTFOLIOS II | $870,000 | +12.0% | 12,507 | +3.6% | 0.06% | +6.9% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $848,000 | +14.3% | 12,362 | +9.0% | 0.06% | +8.9% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $843,000 | -7.5% | 13,754 | -8.0% | 0.06% | -13.0% |
KW | Buy | KENNEDY-WILSON HOLDINGS INC | $844,000 | +17.9% | 35,325 | +3.2% | 0.06% | +11.1% |
MELI | Buy | MERCADOLIBRE INC | $841,000 | +34.3% | 624 | +67.3% | 0.06% | +27.7% |
OKE | Buy | ONEOK INC NEW | $838,000 | +66.6% | 14,265 | +64.4% | 0.06% | +57.9% |
PSR | Sell | INVESCO ACTIVELY MANAGED ETFactive us real | $832,000 | +6.9% | 6,924 | -8.3% | 0.06% | 0.0% |
EQIX | Buy | EQUINIX INC | $821,000 | +19.7% | 971 | +11.9% | 0.06% | +13.5% |
NUE | Buy | NUCOR CORP | $827,000 | +64.1% | 7,244 | +41.4% | 0.06% | +55.3% |
IWV | Sell | ISHARES TRrussell 3000 etf | $831,000 | +8.1% | 2,995 | -0.7% | 0.06% | +1.7% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $817,000 | +8.6% | 3,698 | -1.2% | 0.06% | +1.8% |
BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $806,000 | -12.8% | 20,057 | -3.1% | 0.06% | -17.1% |
MPC | Buy | MARATHON PETE CORP | $811,000 | +7.7% | 12,681 | +4.1% | 0.06% | +1.8% |
GPC | Buy | GENUINE PARTS CO | $780,000 | +19.4% | 5,564 | +3.3% | 0.06% | +14.3% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $787,000 | +49.1% | 4,169 | +33.5% | 0.06% | +40.0% |
ED | Sell | CONSOLIDATED EDISON INC | $787,000 | +9.3% | 9,228 | -7.0% | 0.06% | +3.7% |
ENPH | New | ENPHASE ENERGY INC | $784,000 | – | 4,287 | +100.0% | 0.06% | – |
JRO | Buy | NUVEEN FLOATING RATE INCOME | $782,000 | +13.8% | 77,235 | +12.2% | 0.06% | +7.7% |
TTD | Sell | THE TRADE DESK INC | $771,000 | -29.8% | 8,409 | -46.2% | 0.06% | -33.7% |
GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $765,000 | +15.0% | 41,762 | +20.2% | 0.06% | +10.0% |
BHK | Buy | BLACKROCK CORE BD TR | $766,000 | +1.6% | 46,391 | +1.8% | 0.06% | -3.5% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $775,000 | +104.5% | 11,298 | +81.5% | 0.06% | +89.7% |
GUNR | Buy | FLEXSHARES TRmornstar upstr | $754,000 | +30.0% | 19,096 | +20.6% | 0.05% | +22.7% |
SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $759,000 | +7.7% | 14,258 | -1.8% | 0.05% | +1.9% |
AMAT | Buy | APPLIED MATLS INC | $752,000 | +36.7% | 4,778 | +11.8% | 0.05% | +31.7% |
HYLB | Buy | DBX ETF TRxtrack usd high | $758,000 | +3.4% | 19,022 | +4.1% | 0.05% | -1.8% |
GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $750,000 | +1.6% | 31,595 | +4.8% | 0.05% | -3.6% |
MUB | Sell | ISHARES TRnational mun etf | $756,000 | -47.3% | 6,506 | -47.3% | 0.05% | -50.0% |
HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $741,000 | +14.2% | 18,655 | +17.1% | 0.05% | +8.2% |
FEM | Sell | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $735,000 | -5.4% | 28,189 | -2.3% | 0.05% | -8.6% |
EVRG | Sell | EVERGY INC | $739,000 | +10.1% | 10,767 | -0.2% | 0.05% | +3.9% |
EXPE | Buy | EXPEDIA GROUP INC | $733,000 | +12.3% | 4,054 | +1.8% | 0.05% | +6.1% |
BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $724,000 | -15.8% | 30,122 | -19.6% | 0.05% | -20.0% |
IWY | Sell | ISHARES TRrus tp200 gr etf | $722,000 | +11.8% | 4,164 | -1.6% | 0.05% | +6.1% |
COF | Sell | CAPITAL ONE FINL CORP | $733,000 | -14.8% | 5,055 | -4.8% | 0.05% | -20.0% |
AGGY | Sell | WISDOMTREE TRyield enhancd us | $717,000 | -3.5% | 13,874 | -3.0% | 0.05% | -8.9% |
QMOM | Buy | ALPHA ARCHITECT ETF TRus quan momentum | $708,000 | +2.0% | 14,105 | +0.2% | 0.05% | -1.9% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $706,000 | +0.1% | 4,847 | -9.5% | 0.05% | -5.7% |
AOM | Sell | ISHARES TRmodert alloc etf | $699,000 | -66.1% | 15,371 | -66.6% | 0.05% | -67.7% |
TGIF | New | TIDAL ETF TRsofi weekly inm | $694,000 | – | 6,669 | +100.0% | 0.05% | – |
ARKW | Buy | ARK ETF TRnext gnrtn inter | $702,000 | +21.2% | 5,919 | +42.0% | 0.05% | +13.6% |
ABST | Buy | ABSOLUTE SOFTWARE CORP | $702,000 | +14.3% | 74,654 | +33.5% | 0.05% | +8.7% |
FLQM | Buy | FRANKLIN TEMPLETON ETF TRlibertyq us mid | $701,000 | +13.4% | 14,490 | +2.7% | 0.05% | +6.4% |
ACWV | Sell | ISHARES INCmsci gbl min vol | $704,000 | -42.4% | 6,506 | -45.3% | 0.05% | -45.7% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $700,000 | +14.0% | 17,882 | +5.8% | 0.05% | +8.7% |
SUSL | Sell | ISHARES TResg msci leadr | $698,000 | -3.7% | 8,275 | -13.9% | 0.05% | -9.1% |
PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $682,000 | +11.6% | 25,886 | +12.9% | 0.05% | +6.5% |
ANTM | Sell | ANTHEM INC | $675,000 | +21.8% | 1,457 | -2.0% | 0.05% | +14.3% |
EDF | Buy | STONE HBR EMERGING MKTS INCO | $670,000 | +6.0% | 100,536 | +18.6% | 0.05% | 0.0% |
IGR | Sell | CBRE GBL REAL ESTATE INC FD | $676,000 | +14.4% | 69,049 | -2.4% | 0.05% | +9.1% |
ICVT | Sell | ISHARES TRconv bd etf | $665,000 | -66.6% | 7,459 | -62.6% | 0.05% | -68.0% |
NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $678,000 | -29.6% | 9,370 | -42.0% | 0.05% | -33.3% |
OEF | Sell | ISHARES TRs&p 100 etf | $667,000 | -29.7% | 3,042 | -36.7% | 0.05% | -32.4% |
TFI | Buy | SPDR SER TRnuveen blmbrg mu | $671,000 | +17.9% | 12,973 | +17.5% | 0.05% | +11.6% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $667,000 | +2.3% | 11,011 | -4.8% | 0.05% | -2.0% |
AMH | Sell | AMERICAN HOMES 4 RENTcl a | $674,000 | -1.2% | 15,458 | -13.6% | 0.05% | -5.9% |
KMB | Sell | KIMBERLY-CLARK CORP | $659,000 | +7.9% | 4,611 | -0.0% | 0.05% | +2.2% |
SRE | Sell | SEMPRA | $656,000 | -5.1% | 4,958 | -9.3% | 0.05% | -9.6% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $655,000 | +19.5% | 928 | +3.5% | 0.05% | +14.6% |
WFC | Buy | WELLS FARGO CO NEW | $655,000 | +13.7% | 13,645 | +10.0% | 0.05% | +9.3% |
DVY | Sell | ISHARES TRselect divid etf | $661,000 | -34.7% | 5,392 | -38.9% | 0.05% | -38.2% |
NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $661,000 | +88.9% | 13,430 | +108.7% | 0.05% | +80.8% |
PBSM | New | INVESCO EXCH TRADED FD TR IIpurbta msci sm | $650,000 | – | 16,550 | +100.0% | 0.05% | – |
DE | Sell | DEERE & CO | $638,000 | +1.1% | 1,862 | -1.1% | 0.05% | -2.1% |
Sell | GENERAL ELECTRIC CO | $639,000 | -14.3% | 6,769 | -6.5% | 0.05% | -17.9% | |
ROKU | Sell | ROKU INC | $630,000 | -62.3% | 2,762 | -48.3% | 0.04% | -64.3% |
RCL | Sell | ROYAL CARIBBEAN GROUP | $634,000 | -51.6% | 8,239 | -44.1% | 0.04% | -54.5% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $627,000 | -29.5% | 3,448 | -31.9% | 0.04% | -32.8% |
AON | Buy | AON PLC | $613,000 | +12.3% | 2,040 | +6.7% | 0.04% | +7.3% |
Buy | LUCID GROUP INC | $620,000 | +112.3% | 16,286 | +41.5% | 0.04% | +100.0% | |
ALC | Buy | ALCON AG | $610,000 | +8.5% | 6,992 | +0.2% | 0.04% | +4.8% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $612,000 | +46.4% | 4,723 | +27.8% | 0.04% | +41.9% |
BFLY | New | BUTTERFLY NETWORK INC | $616,000 | – | 92,060 | +100.0% | 0.04% | – |
DIVB | Buy | ISHARES TRus divid bybck | $604,000 | +25.1% | 14,115 | +14.5% | 0.04% | +19.4% |
GLW | New | CORNING INC | $599,000 | – | 16,097 | +100.0% | 0.04% | – |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $608,000 | -38.3% | 5,118 | -23.1% | 0.04% | -41.9% |
RAFE | Buy | PIMCO EQUITY SERrafi esg us | $597,000 | +26.5% | 18,035 | +16.1% | 0.04% | +19.4% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $603,000 | +14.4% | 4,770 | +0.1% | 0.04% | +7.5% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $598,000 | -79.9% | 5,645 | -80.0% | 0.04% | -80.8% |
DOW | Sell | DOW INC | $597,000 | -13.4% | 10,522 | -12.1% | 0.04% | -17.3% |
IDXX | Sell | IDEXX LABS INC | $585,000 | +5.4% | 888 | -0.4% | 0.04% | 0.0% |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $587,000 | – | 2,596 | +100.0% | 0.04% | – |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $586,000 | +37.9% | 12,241 | +38.8% | 0.04% | +31.2% |
SWK | Sell | STANLEY BLACK & DECKER INC | $586,000 | +3.5% | 3,108 | -3.7% | 0.04% | -2.3% |
COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $578,000 | +36.0% | 18,726 | +57.9% | 0.04% | +28.1% |
PFF | Sell | ISHARES TRpfd and incm sec | $571,000 | -53.0% | 14,486 | -53.7% | 0.04% | -54.9% |
GLDI | Buy | CREDIT SUISSE AG NASSAU BRH | $569,000 | +3.6% | 67,250 | +2.3% | 0.04% | 0.0% |
ORCL | Sell | ORACLE CORP | $569,000 | -17.9% | 6,524 | -17.9% | 0.04% | -21.2% |
NET | Sell | CLOUDFLARE INC | $565,000 | -5.8% | 4,296 | -19.4% | 0.04% | -11.1% |
IBB | Sell | ISHARES TRishares biotech | $565,000 | -30.0% | 3,701 | -25.9% | 0.04% | -34.4% |
PATH | Buy | UIPATH INCcl a | $556,000 | +9.7% | 12,883 | +33.6% | 0.04% | +5.3% |
CSB | Sell | VICTORY PORTFOLIOS II | $556,000 | +5.5% | 9,049 | -1.3% | 0.04% | 0.0% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $548,000 | +18.4% | 23,211 | +0.6% | 0.04% | +11.4% |
YUM | Sell | YUM BRANDS INC | $551,000 | +12.7% | 3,968 | -0.8% | 0.04% | +5.4% |
ICLN | Sell | ISHARES TRgl clean ene etf | $545,000 | -49.9% | 25,754 | -48.8% | 0.04% | -52.4% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $549,000 | -2.5% | 314 | +1.3% | 0.04% | -7.1% |
VRSK | Buy | VERISK ANALYTICS INC | $539,000 | +22.2% | 2,357 | +7.1% | 0.04% | +18.2% |
IVE | Sell | ISHARES TRs&p 500 val etf | $541,000 | -16.9% | 3,451 | -22.9% | 0.04% | -20.4% |
OMC | Buy | OMNICOM GROUP INC | $534,000 | +7.7% | 7,282 | +6.4% | 0.04% | +2.7% |
DOCU | Buy | DOCUSIGN INC | $533,000 | -39.8% | 3,501 | +1.8% | 0.04% | -43.3% |
Sell | DIMENSIONAL ETF TRUSTinternatnal val | $537,000 | -4.6% | 16,355 | -4.9% | 0.04% | -9.5% | |
CI | Buy | CIGNA CORP NEW | $535,000 | +17.3% | 2,329 | +2.1% | 0.04% | +11.8% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $534,000 | +1.7% | 6,641 | -3.0% | 0.04% | -5.0% |
STOR | Sell | STORE CAP CORP | $538,000 | +7.2% | 15,627 | -0.4% | 0.04% | 0.0% |
DLR | Buy | DIGITAL RLTY TR INC | $513,000 | +42.9% | 2,902 | +16.7% | 0.04% | +37.0% |
FMBI | Sell | FIRST MIDWEST BANCORP DEL | $524,000 | -3.0% | 25,600 | -9.9% | 0.04% | -9.8% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $520,000 | +35.8% | 5,858 | +13.6% | 0.04% | +27.6% |
ETSY | Sell | ETSY INC | $511,000 | +4.9% | 2,333 | -0.4% | 0.04% | 0.0% |
NUS | Buy | NU SKIN ENTERPRISES INCcl a | $512,000 | +25.5% | 10,092 | +0.2% | 0.04% | +19.4% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $517,000 | +13.9% | 7,655 | +1.1% | 0.04% | +8.8% |
ALL | Buy | ALLSTATE CORP | $514,000 | -2.7% | 4,367 | +5.3% | 0.04% | -7.5% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $506,000 | -26.8% | 2,750 | +4.0% | 0.04% | -30.8% |
LULU | Sell | LULULEMON ATHLETICA INC | $510,000 | -4.9% | 1,304 | -1.6% | 0.04% | -10.0% |
FLYT | New | DIREXION SHS ETF TRflight to saft | $499,000 | – | 9,885 | +100.0% | 0.04% | – |
ITI | Buy | ITERIS INC NEW | $503,000 | +7.2% | 125,823 | +41.7% | 0.04% | +2.9% |
USB | Sell | US BANCORP DEL | $499,000 | -15.6% | 8,887 | -10.6% | 0.04% | -18.2% |
IYW | Sell | ISHARES TRu.s. tech etf | $498,000 | -87.4% | 4,340 | -88.9% | 0.04% | -87.9% |
UAA | Buy | UNDER ARMOUR INCcl a | $486,000 | +5.4% | 22,928 | +0.3% | 0.04% | 0.0% |
BDX | Buy | BECTON DICKINSON & CO | $491,000 | +38.3% | 1,953 | +35.1% | 0.04% | +29.6% |
AAL | New | AMERICAN AIRLS GROUP INC | $488,000 | – | 27,161 | +100.0% | 0.04% | – |
HYG | Buy | ISHARES TRiboxx hi yd etf | $492,000 | +20.0% | 5,657 | +20.9% | 0.04% | +12.9% |
JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $490,000 | +3.8% | 9,684 | +5.4% | 0.04% | -2.8% |
VLU | Buy | SPDR SER TRspdr s&p1500vl | $488,000 | +37.5% | 3,136 | +27.9% | 0.04% | +29.6% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $493,000 | +86.0% | 10,278 | +85.3% | 0.04% | +75.0% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $488,000 | -3.9% | 4,473 | -3.1% | 0.04% | -7.9% |
CRBN | Sell | ISHARES TRmsci lw crb tg | $488,000 | -23.5% | 2,805 | -27.8% | 0.04% | -27.1% |
ANSS | Sell | ANSYS INC | $492,000 | -18.8% | 1,227 | -31.0% | 0.04% | -23.9% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $493,000 | -5.6% | 16,648 | -2.9% | 0.04% | -10.3% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $479,000 | +10.1% | 2,245 | +13.6% | 0.03% | +3.0% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $477,000 | -3.6% | 5,175 | -1.9% | 0.03% | -8.1% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $474,000 | -60.9% | 8,982 | -63.9% | 0.03% | -62.6% |
ICF | Buy | ISHARES TRcohen steer reit | $470,000 | +25.7% | 6,171 | +7.8% | 0.03% | +21.4% |
GDO | Buy | WESTERN ASSET GLOBAL CORP DE | $478,000 | +14.9% | 27,333 | +18.6% | 0.03% | +9.7% |
XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $477,000 | – | 8,160 | +100.0% | 0.03% | – |
DVN | Buy | DEVON ENERGY CORP NEW | $474,000 | +43.2% | 10,767 | +15.6% | 0.03% | +36.0% |
NKE | Sell | NIKE INCcl b | $476,000 | -23.2% | 2,855 | -33.1% | 0.03% | -27.7% |
DXC | Sell | DXC TECHNOLOGY CO | $477,000 | -5.0% | 14,832 | -0.6% | 0.03% | -10.5% |
CME | Buy | CME GROUP INC | $482,000 | +29.9% | 2,112 | +10.1% | 0.03% | +21.4% |
CALF | Buy | PACER FDS TRpacer us small | $473,000 | +38.3% | 11,070 | +37.3% | 0.03% | +30.8% |
BP | Sell | BP PLCsponsored adr | $458,000 | -8.9% | 17,210 | -6.5% | 0.03% | -13.2% |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $463,000 | +27.2% | 29,691 | +24.0% | 0.03% | +22.2% |
WMB | Buy | WILLIAMS COS INC | $458,000 | +9.8% | 17,581 | +9.5% | 0.03% | +6.5% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $461,000 | +3.6% | 5,438 | +0.1% | 0.03% | 0.0% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $467,000 | -19.9% | 6,446 | -29.2% | 0.03% | -25.0% |
HSCZ | Buy | ISHARES TRmsci eafe smcp | $465,000 | +9.4% | 12,625 | +9.4% | 0.03% | +3.1% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $461,000 | -36.8% | 4,313 | -41.8% | 0.03% | -40.0% |
IUSB | Sell | ISHARES TRcore total usd | $455,000 | -47.1% | 8,591 | -46.8% | 0.03% | -49.2% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $459,000 | -70.9% | 8,216 | -73.8% | 0.03% | -72.3% |
DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT | $454,000 | +17.0% | 25,550 | +10.4% | 0.03% | +10.3% |
BBSA | Buy | J P MORGAN EXCHANGE-TRADED Fbetabldrs 1-5yr | $454,000 | +2.5% | 8,960 | +4.3% | 0.03% | -3.0% |
EIM | Buy | EATON VANCE MUN BD FD | $453,000 | +20.8% | 33,363 | +19.0% | 0.03% | +14.3% |
SYF | Buy | SYNCHRONY FINANCIAL | $447,000 | +8.5% | 9,644 | +14.3% | 0.03% | +3.2% |
USFD | Sell | US FOODS HLDG CORP | $452,000 | -1.5% | 12,979 | -2.0% | 0.03% | -8.6% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $453,000 | +72.9% | 1,987 | +48.6% | 0.03% | +60.0% |
ATNI | Buy | ATN INTL INC | $449,000 | -3.2% | 11,245 | +13.5% | 0.03% | -8.6% |
FAX | Buy | ABERDEEN ASIA-PACIFIC INCOME | $434,000 | -4.8% | 113,509 | +3.4% | 0.03% | -8.8% |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $432,000 | – | 2,050 | +100.0% | 0.03% | – |
MGV | New | VANGUARD WORLD FDmega cap val etf | $437,000 | – | 4,093 | +100.0% | 0.03% | – |
DD | Sell | DUPONT DE NEMOURS INC | $430,000 | +0.9% | 5,319 | -15.0% | 0.03% | -3.1% |
KEMQ | Buy | KRANESHARES TRemrng mkt cons | $431,000 | -4.2% | 18,250 | +9.3% | 0.03% | -8.8% |
ECL | Buy | ECOLAB INC | $431,000 | +27.5% | 1,838 | +13.4% | 0.03% | +24.0% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $439,000 | -19.7% | 9,698 | -25.0% | 0.03% | -24.4% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $432,000 | -8.3% | 6,500 | +6.8% | 0.03% | -11.4% |
CLM | Buy | CORNERSTONE STRATEGIC VALUE | $437,000 | +21.7% | 30,556 | +8.8% | 0.03% | +14.8% |
MU | Sell | MICRON TECHNOLOGY INC | $425,000 | +17.7% | 4,559 | -10.3% | 0.03% | +11.1% |
SCHW | Sell | SCHWAB CHARLES CORP | $419,000 | +15.1% | 4,988 | -0.1% | 0.03% | +11.1% |
IEF | New | ISHARES TRbarclays 7 10 yr | $416,000 | – | 3,620 | +100.0% | 0.03% | – |
IQV | Buy | IQVIA HLDGS INC | $422,000 | +26.0% | 1,495 | +7.0% | 0.03% | +20.0% |
ABNB | Sell | AIRBNB INC | $421,000 | -7.9% | 2,528 | -7.2% | 0.03% | -11.8% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $423,000 | +50.0% | 28,221 | +50.5% | 0.03% | +42.9% |
LVHI | Buy | LEGG MASON ETF INVT TRint lw vty hgh | $415,000 | +19.6% | 15,670 | +15.4% | 0.03% | +15.4% |
AXP | Sell | AMERICAN EXPRESS CO | $425,000 | -79.7% | 2,596 | -79.2% | 0.03% | -80.9% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $420,000 | +8.2% | 2,298 | +8.0% | 0.03% | +3.4% |
ISRG | Buy | INTUITIVE SURGICAL INC | $421,000 | +14.7% | 1,172 | +217.6% | 0.03% | +7.1% |
DRI | Sell | DARDEN RESTAURANTS INC | $413,000 | -14.1% | 2,739 | -13.7% | 0.03% | -16.7% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $424,000 | +25.1% | 11,633 | +24.2% | 0.03% | +15.4% |
CMF | Sell | ISHARES TRcalif mun bd etf | $405,000 | -76.8% | 6,497 | -76.9% | 0.03% | -77.9% |
VOX | Buy | VANGUARD WORLD FDS | $406,000 | +11.2% | 2,992 | +15.5% | 0.03% | +7.4% |
LIT | Sell | GLOBAL X FDSlithium btry etf | $412,000 | -42.8% | 4,885 | -44.4% | 0.03% | -46.3% |
GOVT | Sell | ISHARES TRus treas bd etf | $400,000 | -75.6% | 14,980 | -75.8% | 0.03% | -76.6% |
XBI | New | SPDR SER TRs&p biotech | $405,000 | – | 3,619 | +100.0% | 0.03% | – |
LIN | Sell | LINDE PLC | $400,000 | +14.3% | 1,154 | -2.9% | 0.03% | +11.5% |
DON | Sell | WISDOMTREE TRus midcap divid | $406,000 | -14.5% | 9,160 | -20.1% | 0.03% | -19.4% |
RIOT | Buy | RIOT BLOCKCHAIN INC | $387,000 | +32.5% | 17,337 | +52.7% | 0.03% | +27.3% |
PJUN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $393,000 | +2.9% | 12,210 | -0.8% | 0.03% | -3.4% |
BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $398,000 | -25.2% | 11,080 | -23.8% | 0.03% | -30.0% |
CTAS | New | CINTAS CORP | $392,000 | – | 884 | +100.0% | 0.03% | – |
IUS | New | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $394,000 | – | 9,726 | +100.0% | 0.03% | – |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $390,000 | -61.0% | 10,594 | -60.4% | 0.03% | -62.7% |
NVS | Buy | NOVARTIS AGsponsored adr | $391,000 | +7.4% | 4,466 | +0.3% | 0.03% | +3.7% |
ONEY | Buy | SPDR SER TRrussell yield | $387,000 | +16.9% | 3,858 | +8.7% | 0.03% | +12.0% |
CAF | Buy | MORGAN STANLEY CHINA A SH FD | $390,000 | +3.2% | 19,118 | +6.2% | 0.03% | 0.0% |
FTLS | Sell | FIRST TR EXCH TRADED FD IIIlng/sht equity | $379,000 | +5.3% | 7,257 | -2.4% | 0.03% | 0.0% |
QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $372,000 | +9.4% | 4,363 | +6.5% | 0.03% | +3.8% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $383,000 | +19.3% | 1,410 | +2.1% | 0.03% | +12.5% |
PNC | Sell | PNC FINL SVCS GROUP INC | $372,000 | -11.2% | 1,854 | -13.4% | 0.03% | -15.6% |
HAL | Sell | HALLIBURTON CO | $376,000 | +5.3% | 16,442 | -0.5% | 0.03% | 0.0% |
TER | Sell | TERADYNE INC | $375,000 | +43.1% | 2,293 | -4.4% | 0.03% | +35.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $369,000 | +18.3% | 663 | +1.8% | 0.03% | +13.0% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $368,000 | +26.9% | 7,369 | +28.4% | 0.03% | +18.2% |
AEPPZ | Buy | AMERICAN ELEC PWR CO INCunit 08/15/2025 | $359,000 | +12.9% | 6,829 | +6.7% | 0.03% | +8.3% |
XLC | Buy | SELECT SECTOR SPDR TR | $358,000 | +60.5% | 4,604 | +65.4% | 0.03% | +52.9% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $365,000 | -2.7% | 4,015 | -9.9% | 0.03% | -7.1% |
XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $370,000 | +14.2% | 6,875 | +6.9% | 0.03% | +8.3% |
ROP | New | ROPER TECHNOLOGIES INC | $359,000 | – | 730 | +100.0% | 0.03% | – |
WEC | Buy | WEC ENERGY GROUP INC | $364,000 | +12.3% | 3,754 | +2.3% | 0.03% | +8.3% |
D | Buy | DOMINION ENERGY INC | $362,000 | +18.3% | 4,610 | +9.9% | 0.03% | +13.0% |
JLL | Buy | JONES LANG LASALLE INC | $365,000 | +32.7% | 1,357 | +22.3% | 0.03% | +23.8% |
SUB | Sell | ISHARES TRshrt nat mun etf | $362,000 | -46.7% | 3,372 | -46.6% | 0.03% | -49.0% |
PPL | Sell | PPL CORP | $356,000 | 0.0% | 11,832 | -7.4% | 0.02% | -7.4% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $347,000 | +13.8% | 6,707 | +4.4% | 0.02% | +8.7% |
HIL | Buy | HILL INTL INC | $343,000 | -1.4% | 175,718 | +4.6% | 0.02% | -3.8% |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $355,000 | +7.6% | 1,493 | +5.0% | 0.02% | 0.0% |
EBIZ | Sell | GLOBAL X FDS | $354,000 | -25.2% | 12,880 | -18.0% | 0.02% | -30.6% |
GSBD | Buy | GOLDMAN SACHS BDC INC | $352,000 | +4.5% | 18,396 | +0.1% | 0.02% | 0.0% |
WDAY | Buy | WORKDAY INCcl a | $329,000 | +9.3% | 1,206 | +0.2% | 0.02% | +4.3% |
PLCE | Sell | CHILDRENS PL INC NEW | $337,000 | +3.1% | 4,244 | -2.3% | 0.02% | -4.0% |
TXN | Buy | TEXAS INSTRS INC | $342,000 | +0.9% | 1,814 | +2.7% | 0.02% | -7.7% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $335,000 | +29.3% | 2,448 | +8.5% | 0.02% | +26.3% |
MP | Sell | MP MATERIALS CORP | $332,000 | +40.7% | 7,303 | -0.4% | 0.02% | +33.3% |
NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $335,000 | +2.4% | 10,386 | +7.7% | 0.02% | -4.0% |
MYI | Buy | BLACKROCK MUNIYIELD QUALITY | $334,000 | +36.3% | 22,530 | +35.0% | 0.02% | +33.3% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $341,000 | -30.4% | 3,265 | -29.8% | 0.02% | -35.1% |
CMA | COMERICA INC | $333,000 | +8.1% | 3,832 | 0.0% | 0.02% | +4.3% | |
CMBS | New | ISHARES TRcmbs etf | $334,000 | – | 6,304 | +100.0% | 0.02% | – |
RSI | New | RUSH STREET INTERACTIVE INC | $329,000 | – | 19,943 | +100.0% | 0.02% | – |
Buy | AMALGAMATED FINANCIAL CORP | $337,000 | +8.7% | 20,125 | +2.6% | 0.02% | +4.3% | |
ULTA | Buy | ULTA BEAUTY INC | $339,000 | +15.3% | 823 | +1.1% | 0.02% | +9.1% |
VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $341,000 | 0.0% | 4,387 | +0.8% | 0.02% | -7.7% |
AGZ | Buy | ISHARES TRagency bond etf | $334,000 | +6.7% | 2,852 | +7.9% | 0.02% | 0.0% |
NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $323,000 | -0.3% | 20,680 | +0.0% | 0.02% | -4.2% |
IOO | Sell | ISHARES TRglobal 100 etf | $322,000 | -64.8% | 4,123 | -68.0% | 0.02% | -66.7% |
ESML | Sell | ISHARES TResg aware msci | $323,000 | -26.3% | 8,005 | -28.7% | 0.02% | -30.3% |
BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $319,000 | – | 14,439 | +100.0% | 0.02% | – |
MET | Buy | METLIFE INC | $325,000 | +27.0% | 5,202 | +25.3% | 0.02% | +21.1% |
MRNA | Sell | MODERNA INC | $322,000 | -44.7% | 1,266 | -16.3% | 0.02% | -47.7% |
PKI | Buy | PERKINELMER INC | $318,000 | +18.2% | 1,580 | +1.9% | 0.02% | +15.0% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $315,000 | +4.3% | 7,138 | -9.6% | 0.02% | 0.0% |
GNRC | Buy | GENERAC HLDGS INC | $318,000 | +5.3% | 904 | +22.2% | 0.02% | 0.0% |
DOV | Buy | DOVER CORP | $316,000 | +29.5% | 1,740 | +10.8% | 0.02% | +27.8% |
DHI | Sell | D R HORTON INC | $317,000 | +28.3% | 2,921 | -0.6% | 0.02% | +21.1% |
SAM | Sell | BOSTON BEER INCcl a | $319,000 | -13.3% | 631 | -12.5% | 0.02% | -17.9% |
INFO | Sell | IHS MARKIT LTD | $322,000 | +13.8% | 2,420 | -0.1% | 0.02% | +9.5% |
ASML | Buy | ASML HOLDING N V | $327,000 | +27.2% | 410 | +18.8% | 0.02% | +21.1% |
PXD | Buy | PIONEER NAT RES CO | $313,000 | +9.4% | 1,719 | +0.2% | 0.02% | 0.0% |
IGSB | Sell | ISHARES TR | $306,000 | -85.7% | 5,672 | -85.5% | 0.02% | -86.3% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $301,000 | +7.9% | 3,529 | +0.0% | 0.02% | +4.8% |
MILN | Sell | GLOBAL X FDSmillennial consu | $304,000 | -58.4% | 7,147 | -58.0% | 0.02% | -60.0% |
ROK | Sell | ROCKWELL AUTOMATION INC | $314,000 | -16.9% | 899 | -30.1% | 0.02% | -21.4% |
C | Sell | CITIGROUP INC | $308,000 | -15.4% | 5,097 | -1.6% | 0.02% | -18.5% |
OKTA | New | OKTA INCcl a | $309,000 | – | 1,379 | +100.0% | 0.02% | – |
VNT | Buy | VONTIER CORPORATION | $306,000 | +28.0% | 9,952 | +39.6% | 0.02% | +22.2% |
PSET | New | PRINCIPAL EXCHANGE-TRADED FDquality etf | $295,000 | – | 4,870 | +100.0% | 0.02% | – |
MIN | Sell | MFS INTER INCOME TRsh ben int | $300,000 | -6.8% | 83,609 | -6.0% | 0.02% | -12.5% |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $300,000 | -18.7% | 3,957 | +20.1% | 0.02% | -25.0% |
CSX | Sell | CSX CORP | $298,000 | -2.9% | 7,926 | -23.1% | 0.02% | -8.7% |
USMV | Sell | ISHARES TRmsci usa min vol | $289,000 | -60.4% | 3,575 | -64.0% | 0.02% | -61.8% |
VLO | Buy | VALERO ENERGY CORP | $298,000 | +15.5% | 3,968 | +8.5% | 0.02% | +10.5% |
UJUN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $298,000 | +1.4% | 10,140 | -1.0% | 0.02% | -4.5% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $291,000 | -13.6% | 1,760 | -22.8% | 0.02% | -16.0% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $289,000 | +39.6% | 5,464 | +40.4% | 0.02% | +31.2% |
IWP | Sell | ISHARES TRrus md cp gr etf | $287,000 | -14.3% | 2,494 | -16.6% | 0.02% | -16.0% |
UBER | Sell | UBER TECHNOLOGIES INC | $296,000 | -14.7% | 7,065 | -8.9% | 0.02% | -19.2% |
CFX | Buy | COLFAX CORP | $299,000 | +26.2% | 6,509 | +26.1% | 0.02% | +16.7% |
ARKQ | Buy | ARK ETF TRautnmus technlgy | $299,000 | -0.3% | 3,880 | +0.9% | 0.02% | -8.7% |
EVR | Buy | EVERCORE INCclass a | $287,000 | +25.3% | 2,115 | +23.3% | 0.02% | +23.5% |
PDI | New | PIMCO DYNAMIC INCOME FD | $288,000 | – | 11,099 | +100.0% | 0.02% | – |
MFEM | Buy | PIMCO EQUITY SERrafi dyn emerg | $300,000 | +43.5% | 12,957 | +82.2% | 0.02% | +31.2% |
SYK | Buy | STRYKER CORPORATION | $300,000 | +48.5% | 1,120 | +46.0% | 0.02% | +40.0% |
MGP | Buy | MGM GROWTH PPTYS LLC | $292,000 | +9.8% | 7,157 | +3.1% | 0.02% | +5.0% |
AXON | Buy | AXON ENTERPRISE INC | $276,000 | -7.7% | 1,756 | +2.6% | 0.02% | -13.0% |
MBWM | MERCANTILE BK CORP | $280,000 | +9.4% | 8,000 | 0.0% | 0.02% | +5.3% | |
CGC | Sell | CANOPY GROWTH CORP | $284,000 | -47.5% | 32,477 | -16.8% | 0.02% | -51.2% |
NVO | Buy | NOVO-NORDISK A Sadr | $276,000 | +20.5% | 2,461 | +3.1% | 0.02% | +17.6% |
MSTR | Sell | MICROSTRATEGY INCcl a new | $276,000 | -66.5% | 506 | -64.5% | 0.02% | -67.7% |
IJS | New | ISHARES TRsp smcp600vl etf | $276,000 | – | 2,638 | +100.0% | 0.02% | – |
REGN | Buy | REGENERON PHARMACEUTICALS | $283,000 | +22.5% | 449 | +17.8% | 0.02% | +17.6% |
DEO | Sell | DIAGEO PLCspon adr new | $283,000 | +8.4% | 1,284 | -5.0% | 0.02% | 0.0% |
O | Sell | REALTY INCOME CORP | $275,000 | -4.5% | 3,845 | -13.3% | 0.02% | -9.1% |
IGEB | Buy | ISHARES TRinvestment grade | $286,000 | -0.7% | 5,428 | +1.4% | 0.02% | -9.1% |
FXY | New | INVESCO CURRENCYSHARES JAPANjapanese yen | $283,000 | – | 3,469 | +100.0% | 0.02% | – |
WYNN | New | WYNN RESORTS LTD | $274,000 | – | 3,218 | +100.0% | 0.02% | – |
JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $283,000 | +18.9% | 4,982 | +20.6% | 0.02% | +11.1% |
KMI | Sell | KINDER MORGAN INC DEL | $273,000 | -90.1% | 17,197 | -89.6% | 0.02% | -90.4% |
PLBY | New | PLBY GROUP INC | $280,000 | – | 10,500 | +100.0% | 0.02% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC | $282,000 | +40.3% | 3,173 | +27.9% | 0.02% | +33.3% |
PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $280,000 | – | 1,560 | +100.0% | 0.02% | – |
QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $280,000 | +0.4% | 4,120 | -7.7% | 0.02% | -4.8% |
U | Buy | UNITY SOFTWARE INC | $279,000 | +19.2% | 1,949 | +5.2% | 0.02% | +11.1% |
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $285,000 | – | 1,013 | +100.0% | 0.02% | – |
PFG | PRINCIPAL FINANCIAL GROUP IN | $266,000 | +12.2% | 3,677 | 0.0% | 0.02% | +5.6% | |
FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $265,000 | – | 4,728 | +100.0% | 0.02% | – |
GLDM | Buy | WORLD GOLD TRspdr gld minis | $272,000 | +27.1% | 14,976 | +22.0% | 0.02% | +18.8% |
CCL | Sell | CARNIVAL CORP | $272,000 | -43.8% | 13,523 | -30.1% | 0.02% | -47.2% |
GWRS | Sell | GLOBAL WTR RES INC | $272,000 | -9.0% | 15,900 | -0.6% | 0.02% | -17.4% |
SE | Buy | SEA LTDsponsord ads | $268,000 | -28.9% | 1,196 | +1.0% | 0.02% | -32.1% |
SNOW | Sell | SNOWFLAKE INCcl a | $269,000 | +7.6% | 794 | -4.1% | 0.02% | 0.0% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $269,000 | -3.9% | 4,964 | -8.2% | 0.02% | -9.5% |
IYR | Sell | ISHARES TRu.s. real es etf | $272,000 | +7.1% | 2,344 | -5.3% | 0.02% | 0.0% |
RY | Buy | ROYAL BK CDA | $269,000 | +18.5% | 2,530 | +10.7% | 0.02% | +11.8% |
RWK | Buy | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $263,000 | +11.9% | 2,775 | +3.2% | 0.02% | +5.6% |
CMI | Sell | CUMMINS INC | $267,000 | -18.8% | 1,226 | -16.2% | 0.02% | -24.0% |
SCZ | Sell | ISHARES TReafe sml cp etf | $253,000 | -3.4% | 3,464 | -1.7% | 0.02% | -10.0% |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $258,000 | +5.7% | 4,641 | +0.2% | 0.02% | 0.0% |
FAM | Buy | FIRST TR / ABERDEEN GLOBAL O | $246,000 | +1.7% | 25,620 | +7.4% | 0.02% | 0.0% |
JMUB | J P MORGAN EXCHANGE-TRADED Fmunicipal etf | $245,000 | -0.4% | 4,475 | 0.0% | 0.02% | -5.3% | |
MCR | Sell | MFS CHARTER INCOME TRsh ben int | $251,000 | -6.0% | 29,478 | -5.0% | 0.02% | -10.0% |
CLX | Sell | CLOROX CO DEL | $258,000 | +4.9% | 1,482 | -0.2% | 0.02% | -5.3% |
CLOU | Sell | GLOBAL X FDS | $258,000 | -73.1% | 9,744 | -70.2% | 0.02% | -75.0% |
ISDX | New | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $253,000 | – | 8,358 | +100.0% | 0.02% | – |
SWKH | Buy | SWK HLDGS CORP | $250,000 | +13.1% | 12,732 | +4.6% | 0.02% | +5.9% |
MXI | Buy | ISHARES TRglobal mater etf | $247,000 | +12.8% | 2,730 | +6.3% | 0.02% | +12.5% |
FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $254,000 | – | 12,494 | +100.0% | 0.02% | – |
LCR | Sell | LEUTHOLD FDS INCcore etf | $247,000 | -3.1% | 7,810 | -7.9% | 0.02% | -5.3% |
DVA | Buy | DAVITA INC | $248,000 | -1.2% | 2,180 | +0.9% | 0.02% | -5.3% |
FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $249,000 | – | 7,982 | +100.0% | 0.02% | – |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $247,000 | -26.9% | 2,295 | -30.9% | 0.02% | -28.0% |
PIE | Buy | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $246,000 | +8.8% | 9,551 | +2.6% | 0.02% | +5.9% |
IUSS | New | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $249,000 | – | 6,293 | +100.0% | 0.02% | – |
IJT | New | ISHARES TRs&p sml 600 gwt | $257,000 | – | 1,855 | +100.0% | 0.02% | – |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $245,000 | +14.0% | 4,304 | +13.8% | 0.02% | +12.5% |
MRVL | New | MARVELL TECHNOLOGY INC | $232,000 | – | 2,648 | +100.0% | 0.02% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $240,000 | – | 464 | +100.0% | 0.02% | – |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $244,000 | -6.2% | 2,695 | -18.0% | 0.02% | -15.0% |
STWD | Sell | STARWOOD PPTY TR INC | $233,000 | -0.4% | 9,585 | -0.2% | 0.02% | -5.6% |
SMDV | PROSHARES TRruss 2000 divd | $234,000 | +8.8% | 3,492 | 0.0% | 0.02% | +6.2% | |
SKIN | THE BEAUTY HEALTH COMPANY | $242,000 | -6.9% | 10,000 | 0.0% | 0.02% | -15.0% | |
GM | Buy | GENERAL MTRS CO | $243,000 | +14.1% | 4,145 | +2.8% | 0.02% | +6.2% |
AMLP | Sell | ALPS ETF TRalerian mlp | $239,000 | -8.4% | 7,314 | -6.5% | 0.02% | -15.0% |
PENN | Buy | PENN NATL GAMING INC | $237,000 | -22.0% | 4,579 | +9.3% | 0.02% | -26.1% |
HYD | Buy | VANECK ETF TRUSThigh yld munietf | $241,000 | +10.6% | 3,864 | +10.6% | 0.02% | +6.2% |
MPLX | Buy | MPLX LP | $244,000 | +14.6% | 8,248 | +10.2% | 0.02% | +6.2% |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $232,000 | – | 3,804 | +100.0% | 0.02% | – |
WDC | Sell | WESTERN DIGITAL CORP. | $237,000 | +8.7% | 3,636 | -5.7% | 0.02% | +6.2% |
EFAV | Sell | ISHARES TRmsci eafe min vl | $233,000 | -22.1% | 3,029 | -23.6% | 0.02% | -26.1% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $243,000 | -6.9% | 2,227 | +3.7% | 0.02% | -15.0% |
ACWI | New | ISHARES TRmsci acwi etf | $221,000 | – | 2,093 | +100.0% | 0.02% | – |
GIS | New | GENERAL MLS INC | $224,000 | – | 3,321 | +100.0% | 0.02% | – |
TWTR | Sell | TWITTER INC | $222,000 | -37.6% | 5,128 | -13.1% | 0.02% | -40.7% |
HDV | Sell | ISHARES TRcore high dv etf | $223,000 | -38.4% | 2,208 | -42.5% | 0.02% | -40.7% |
IDLV | New | INVESCO EXCH TRADED FD TR IIs&p intl low | $223,000 | – | 6,997 | +100.0% | 0.02% | – |
SLVO | Buy | CREDIT SUISSE AG NASSAU BRHx link silver | $225,000 | +4.2% | 44,250 | +3.5% | 0.02% | 0.0% |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $217,000 | – | 2,487 | +100.0% | 0.02% | – |
SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $220,000 | +6.8% | 3,410 | 0.0% | 0.02% | 0.0% | |
FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $224,000 | – | 3,826 | +100.0% | 0.02% | – |
EFV | Sell | ISHARES TReafe value etf | $219,000 | -78.1% | 4,337 | -78.0% | 0.02% | -78.7% |
CRL | New | CHARLES RIV LABS INTL INC | $219,000 | – | 581 | +100.0% | 0.02% | – |
LUV | Sell | SOUTHWEST AIRLS CO | $223,000 | -19.8% | 5,197 | -3.7% | 0.02% | -23.8% |
DAL | Sell | DELTA AIR LINES INC DEL | $225,000 | -9.6% | 5,745 | -1.9% | 0.02% | -15.8% |
FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $228,000 | – | 11,303 | +100.0% | 0.02% | – |
ET | Sell | ENERGY TRANSFER L P | $228,000 | -17.1% | 27,682 | -3.6% | 0.02% | -23.8% |
HL | Sell | HECLA MNG CO | $229,000 | -58.0% | 43,824 | -55.8% | 0.02% | -61.0% |
BRX | New | BRIXMOR PPTY GROUP INC | $217,000 | – | 8,558 | +100.0% | 0.02% | – |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $230,000 | -42.1% | 4,635 | -41.4% | 0.02% | -46.7% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $218,000 | +7.9% | 5,184 | +0.1% | 0.02% | +6.7% |
VXX | Sell | BARCLAYS BANK PLCipth sr b s&p | $226,000 | -83.8% | 12,209 | -75.7% | 0.02% | -84.8% |
JNK | New | SPDR SER TRbloomberg high y | $221,000 | – | 2,034 | +100.0% | 0.02% | – |
STLA | New | STELLANTIS N.V | $220,000 | – | 11,742 | +100.0% | 0.02% | – |
WFH | Sell | DIREXION SHS ETF TRwork from home | $213,000 | -1.8% | 2,876 | -1.7% | 0.02% | -6.2% |
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $215,000 | – | 4,522 | +100.0% | 0.02% | – |
ICLR | Sell | ICON PLC | $203,000 | -47.4% | 654 | -55.7% | 0.02% | -48.3% |
CSQ | Buy | CALAMOS STRATEGIC TOTAL RETU | $214,000 | +9.2% | 11,068 | +0.0% | 0.02% | 0.0% |
BTI | New | BRITISH AMERN TOB PLCsponsored adr | $215,000 | – | 5,759 | +100.0% | 0.02% | – |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $208,000 | -24.1% | 3,865 | -23.4% | 0.02% | -28.6% |
BCE | Sell | BCE INC | $207,000 | -4.2% | 3,971 | -8.0% | 0.02% | -6.2% |
AZN | New | ASTRAZENECA PLCsponsored adr | $207,000 | – | 3,554 | +100.0% | 0.02% | – |
MMC | New | MARSH & MCLENNAN COS INC | $214,000 | – | 1,232 | +100.0% | 0.02% | – |
MARA | New | MARATHON DIGITAL HOLDINGS IN | $216,000 | – | 6,569 | +100.0% | 0.02% | – |
ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $207,000 | +8.9% | 12,375 | +4.3% | 0.02% | +7.1% |
CINF | New | CINCINNATI FINL CORP | $204,000 | – | 1,789 | +100.0% | 0.02% | – |
PFEB | INNOVATOR ETFS TRus eqty pwr buf | $208,000 | +2.5% | 7,105 | 0.0% | 0.02% | 0.0% | |
LUB | Buy | LUBYS INC | $203,000 | -27.5% | 70,973 | +6.0% | 0.02% | -28.6% |
PDN | Buy | INVESCO EXCH TRADED FD TR IIftse rafi sml | $205,000 | +1.0% | 5,563 | +2.7% | 0.02% | 0.0% |
RBLX | Sell | ROBLOX CORPcl a | $204,000 | -74.9% | 1,982 | -81.6% | 0.02% | -75.4% |
DWAS | New | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $213,000 | – | 2,371 | +100.0% | 0.02% | – |
WPM | New | WHEATON PRECIOUS METALS CORP | $206,000 | – | 4,793 | +100.0% | 0.02% | – |
NTES | New | NETEASE INCsponsored ads | $208,000 | – | 2,042 | +100.0% | 0.02% | – |
SSO | New | PROSHARES TR | $204,000 | – | 1,395 | +100.0% | 0.02% | – |
New | RIVIAN AUTOMOTIVE INC | $209,000 | – | 2,011 | +100.0% | 0.02% | – | |
NAZ | Buy | NUVEEN ARIZONA QLTY MUN INC | $192,000 | +2.7% | 11,997 | +0.8% | 0.01% | 0.0% |
XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $200,000 | – | 3,847 | +100.0% | 0.01% | – |
EDOC | Sell | GLOBAL X FDStelmdc&dig etf | $176,000 | -83.1% | 10,666 | -81.8% | 0.01% | -83.3% |
SPE | Sell | SPECIAL OPPORTUNITIES FD INC | $173,000 | -1.1% | 11,185 | -1.9% | 0.01% | -7.7% |
UVXY | New | PROSHARES TR IIultra vix short | $164,000 | – | 13,200 | +100.0% | 0.01% | – |
PRTS | Sell | CARPARTS COM INC | $165,000 | -30.7% | 14,750 | -3.3% | 0.01% | -33.3% |
BKT | Buy | BLACKROCK INCOME TR INC | $161,000 | +19.3% | 28,501 | +29.1% | 0.01% | +20.0% |
JFR | Sell | NUVEEN FLOATING RATE INCOME | $147,000 | -30.0% | 14,479 | -30.7% | 0.01% | -31.2% |
VUZI | Buy | VUZIX CORP | $148,000 | +28.7% | 17,039 | +54.4% | 0.01% | +22.2% |
SBI | WESTERN ASSET INTER MUNI FD | $147,000 | -1.3% | 15,240 | 0.0% | 0.01% | 0.0% | |
PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $160,000 | +4.6% | 11,142 | 0.0% | 0.01% | -8.3% | |
EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $143,000 | – | 10,349 | +100.0% | 0.01% | – |
SWZ | Buy | SWISS HELVETIA FD INC | $126,000 | +20.0% | 12,708 | +11.6% | 0.01% | +12.5% |
RSSS | Buy | RESEARCH SOLUTIONS INC | $121,000 | +6.1% | 49,354 | +13.6% | 0.01% | 0.0% |
YEXT | YEXT INC | $118,000 | -17.5% | 11,907 | 0.0% | 0.01% | -27.3% | |
CIK | Buy | CREDIT SUISSE ASSET MGMT INC | $111,000 | +3.7% | 32,306 | +5.0% | 0.01% | 0.0% |
PMM | PUTNAM MANAGED MUN INCOME TR | $111,000 | +5.7% | 12,636 | 0.0% | 0.01% | 0.0% | |
CX | Buy | CEMEX SAB DE CVspon adr new | $96,000 | -3.0% | 14,086 | +2.0% | 0.01% | 0.0% |
QSI | New | QUANTUM SI INC | $92,000 | – | 11,650 | +100.0% | 0.01% | – |
ATIP | Buy | ATI PHYSICAL THERAPY INC | $102,000 | -7.3% | 30,000 | +3.4% | 0.01% | -12.5% |
HIO | Sell | WESTERN ASSET HIGH INCOME OP | $97,000 | -4.0% | 18,729 | -3.9% | 0.01% | -12.5% |
DSM | BNY MELLON STRATEGIC MUN BD | $104,000 | +4.0% | 12,506 | 0.0% | 0.01% | -12.5% | |
OCGN | Sell | OCUGEN INC | $64,000 | -57.6% | 14,030 | -33.2% | 0.01% | -54.5% |
RIGL | Sell | RIGEL PHARMACEUTICALS INC | $56,000 | -30.9% | 21,300 | -4.5% | 0.00% | -33.3% |
BOSC | BOS BETTER ONLINE SOLUTIONS | $29,000 | -17.1% | 10,000 | 0.0% | 0.00% | -33.3% | |
GALT | GALECTIN THERAPEUTICS INC | $21,000 | -46.2% | 10,000 | 0.0% | 0.00% | -33.3% | |
MTNB | Buy | MATINAS BIOPHARMA HLDGS INC | $26,000 | -13.3% | 25,925 | +12.1% | 0.00% | 0.0% |
CHEK | CHECK CAP LTD | $7,000 | -22.2% | 10,000 | 0.0% | 0.00% | 0.0% | |
VERB | VERB TECHNOLOGY CO INC | $13,000 | -35.0% | 10,601 | 0.0% | 0.00% | -50.0% | |
Exit | ROBINHOOD MKTS INCcall | $0 | – | -200 | -100.0% | 0.00% | – | |
NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -200 | -100.0% | 0.00% | – |
FDX | Exit | FEDEX CORPcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
ATVI | Exit | ACTIVISION BLIZZARD INCcall | $0 | – | -100 | -100.0% | 0.00% | – |
NUE | Exit | NUCOR CORPcall | $0 | – | -100 | -100.0% | 0.00% | – |
RIGL | Exit | RIGEL PHARMACEUTICALS INCcall | $0 | – | -10,000 | -100.0% | 0.00% | – |
PINS | Exit | PINTEREST INCput | $0 | – | -300 | -100.0% | 0.00% | – |
ARKK | Exit | ARK ETF TRcall | $0 | – | -200 | -100.0% | 0.00% | – |
VLO | Exit | VALERO ENERGY CORPcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
LMND | Exit | LEMONADE INCcall | $0 | – | -100 | -100.0% | 0.00% | – |
CVS | Exit | CVS HEALTH CORPcall | $0 | – | -1,700 | -100.0% | 0.00% | – |
QCOM | Exit | QUALCOMM INCcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
DKNG | Exit | DRAFTKINGS INCcall | $0 | – | -3,100 | -100.0% | 0.00% | – |
PLTR | Exit | PALANTIR TECHNOLOGIES INCcall | $0 | – | -500 | -100.0% | 0.00% | – |
PINS | Exit | PINTEREST INCcall | $0 | – | -300 | -100.0% | 0.00% | – |
FUBO | Exit | FUBOTV INCcall | $0 | – | -2,500 | -100.0% | 0.00% | – |
PCT | Exit | PURECYCLE TECHNOLOGIES INCcall | $0 | – | -3,500 | -100.0% | -0.00% | – |
PLCE | Exit | CHILDRENS PL INC NEWcall | $0 | – | -10,000 | -100.0% | -0.00% | – |
AMD | Exit | ADVANCED MICRO DEVICES INCcall | $0 | – | -2,100 | -100.0% | -0.00% | – |
F | Exit | FORD MTR CO DELcall | $0 | – | -8,000 | -100.0% | -0.00% | – |
INTU | Exit | INTUITput | $0 | – | -700 | -100.0% | -0.00% | – |
MP | Exit | MP MATERIALS CORPcall | $0 | – | -4,400 | -100.0% | -0.00% | – |
Exit | SONIM TECHNOLOGIES INC | $0 | – | -11,911 | -100.0% | -0.00% | – | |
NFLX | Exit | NETFLIX INCcall | $0 | – | -300 | -100.0% | -0.00% | – |
AMZN | Exit | AMAZON COM INCput | $0 | – | -300 | -100.0% | -0.00% | – |
CRON | Exit | CRONOS GROUP INC | $0 | – | -14,130 | -100.0% | -0.01% | – |
BRMK | Exit | BROADMARK RLTY CAP INC | $0 | – | -12,515 | -100.0% | -0.01% | – |
SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -23,100 | -100.0% | -0.01% | – |
XXII | Exit | 22ND CENTY GROUP INC | $0 | – | -46,737 | -100.0% | -0.01% | – |
SKLZ | Exit | SKILLZ INC | $0 | – | -15,000 | -100.0% | -0.01% | – |
PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -10,116 | -100.0% | -0.01% | – |
NUW | Exit | NUVEEN AMT-FREE MUN VALUE FD | $0 | – | -10,277 | -100.0% | -0.01% | – |
PCT | Exit | PURECYCLE TECHNOLOGIES INC | $0 | – | -12,700 | -100.0% | -0.01% | – |
BSL | Exit | BLACKSTONE SENIOR FLOATNG RA | $0 | – | -10,916 | -100.0% | -0.01% | – |
HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -11,529 | -100.0% | -0.01% | – |
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -742 | -100.0% | -0.02% | – |
EFT | Exit | EATON VANCE FLTING RATE INC | $0 | – | -13,740 | -100.0% | -0.02% | – |
SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -12,746 | -100.0% | -0.02% | – |
FIBR | Exit | ISHARES TRu.s. fixed incme | $0 | – | -2,100 | -100.0% | -0.02% | – |
USTB | Exit | VICTORY PORTFOLIOS II | $0 | – | -4,000 | -100.0% | -0.02% | – |
S | Exit | SENTINELONE INCcl a | $0 | – | -3,857 | -100.0% | -0.02% | – |
TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,134 | -100.0% | -0.02% | – |
SQQQ | Exit | PROSHARES TRultrapro sht qqq | $0 | – | -24,000 | -100.0% | -0.02% | – |
SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -478 | -100.0% | -0.02% | – |
IZRL | Exit | ARK ETF TRisrael inovate | $0 | – | -7,110 | -100.0% | -0.02% | – |
PSJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc software | $0 | – | -1,472 | -100.0% | -0.02% | – |
BOH | Exit | BANK HAWAII CORP | $0 | – | -2,803 | -100.0% | -0.02% | – |
NTRA | Exit | NATERA INC | $0 | – | -2,037 | -100.0% | -0.02% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -1,857 | -100.0% | -0.02% | – |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -1,518 | -100.0% | -0.02% | – |
IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -4,015 | -100.0% | -0.02% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -8,271 | -100.0% | -0.02% | – |
TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -2,827 | -100.0% | -0.02% | – |
TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -1,797 | -100.0% | -0.02% | – |
X | Exit | UNITED STATES STL CORP NEW | $0 | – | -11,089 | -100.0% | -0.02% | – |
AEI | Exit | ALSET EHOME INTERNATIONAL IN | $0 | – | -100,000 | -100.0% | -0.02% | – |
PKO | Exit | PIMCO INCOME OPPORTUNITY FD | $0 | – | -9,572 | -100.0% | -0.02% | – |
SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -8,667 | -100.0% | -0.02% | – |
DRIV | Exit | GLOBAL X FDSautonmous ev etf | $0 | – | -8,560 | -100.0% | -0.02% | – |
NVAX | Exit | NOVAVAX INC | $0 | – | -1,157 | -100.0% | -0.02% | – |
PMAY | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -8,618 | -100.0% | -0.02% | – |
FSLY | Exit | FASTLY INCcl a | $0 | – | -6,363 | -100.0% | -0.02% | – |
FUBO | Exit | FUBOTV INC | $0 | – | -10,660 | -100.0% | -0.02% | – |
Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -2,850 | -100.0% | -0.02% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -5,725 | -100.0% | -0.02% | – |
Exit | ROBINHOOD MKTS INC | $0 | – | -6,260 | -100.0% | -0.02% | – | |
APPS | Exit | DIGITAL TURBINE INC | $0 | – | -4,012 | -100.0% | -0.02% | – |
UPST | Exit | UPSTART HLDGS INC | $0 | – | -880 | -100.0% | -0.02% | – |
IETC | Exit | ISHARES U S ETF TRtechnology | $0 | – | -5,500 | -100.0% | -0.02% | – |
AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -7,639 | -100.0% | -0.02% | – |
TECB | Exit | ISHARES TRus tech brkthr | $0 | – | -7,440 | -100.0% | -0.02% | – |
IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -4,104 | -100.0% | -0.02% | – |
PINS | Exit | PINTEREST INCcl a | $0 | – | -6,246 | -100.0% | -0.02% | – |
AIQ | Exit | GLOBAL X FDSartificial etf | $0 | – | -11,653 | -100.0% | -0.03% | – |
BYLD | Exit | ISHARES TRyld optim bd | $0 | – | -14,083 | -100.0% | -0.03% | – |
ZG | Exit | ZILLOW GROUP INCcl a | $0 | – | -4,193 | -100.0% | -0.03% | – |
BGRN | Exit | ISHARES TRgbl green etf | $0 | – | -6,683 | -100.0% | -0.03% | – |
UPWK | Exit | UPWORK INC | $0 | – | -8,500 | -100.0% | -0.03% | – |
SNAP | Exit | SNAP INCcl a | $0 | – | -5,363 | -100.0% | -0.03% | – |
FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -13,617 | -100.0% | -0.03% | – |
ITA | Exit | ISHARES TRus aer def etf | $0 | – | -4,239 | -100.0% | -0.03% | – |
ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -8,821 | -100.0% | -0.03% | – |
GH | Exit | GUARDANT HEALTH INC | $0 | – | -3,785 | -100.0% | -0.04% | – |
IGBH | Exit | ISHARES U S ETF TRint rt hd long | $0 | – | -18,850 | -100.0% | -0.04% | – |
WLDN | Exit | WILLDAN GROUP INC | $0 | – | -13,317 | -100.0% | -0.04% | – |
IEIH | Exit | ISHARES U S ETF TRinovativ hltcr | $0 | – | -14,278 | -100.0% | -0.04% | – |
PLW | Exit | INVESCO EXCH TRADED FD TR II1 30 lader tre | $0 | – | -5,940 | -100.0% | -0.04% | – |
VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -5,073 | -100.0% | -0.04% | – |
AGNG | Exit | GLOBAL X FDSaging population | $0 | – | -18,382 | -100.0% | -0.04% | – |
SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -11,697 | -100.0% | -0.04% | – |
JWN | Exit | NORDSTROM INC | $0 | – | -20,624 | -100.0% | -0.04% | – |
IDNA | Exit | ISHARES TRgenomics immun | $0 | – | -10,750 | -100.0% | -0.04% | – |
LMND | Exit | LEMONADE INC | $0 | – | -8,296 | -100.0% | -0.04% | – |
IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -20,562 | -100.0% | -0.04% | – |
CNK | Exit | CINEMARK HLDGS INC | $0 | – | -30,930 | -100.0% | -0.04% | – |
SCHJ | Exit | SCHWAB STRATEGIC TR1 5yr corp bd | $0 | – | -12,211 | -100.0% | -0.05% | – |
XT | Exit | ISHARES TRexponential tech | $0 | – | -11,378 | -100.0% | -0.05% | – |
TDOC | Exit | TELADOC HEALTH INC | $0 | – | -6,071 | -100.0% | -0.06% | – |
FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -16,124 | -100.0% | -0.06% | – |
EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -8,662 | -100.0% | -0.07% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -17,283 | -100.0% | -0.08% | – |
IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -13,756 | -100.0% | -0.08% | – |
HBI | Exit | HANESBRANDS INC | $0 | – | -66,503 | -100.0% | -0.09% | – |
BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -10,679 | -100.0% | -0.09% | – |
BCO | Exit | BRINKS CO | $0 | – | -18,852 | -100.0% | -0.09% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -27,406 | -100.0% | -0.10% | – |
NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -26,284 | -100.0% | -0.10% | – |
PNQI | Exit | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $0 | – | -7,136 | -100.0% | -0.13% | – |
MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -73,501 | -100.0% | -0.20% | – |
TBT | Exit | PROSHARES TR | $0 | – | -146,965 | -100.0% | -0.20% | – |
ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -54,978 | -100.0% | -0.21% | – |
EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -42,633 | -100.0% | -0.22% | – |
PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -147,517 | -100.0% | -0.23% | – |
TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -189,666 | -100.0% | -0.24% | – |
ALTA | Exit | ALTABANCORP | $0 | – | -77,521 | -100.0% | -0.26% | – |
PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -537,461 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 40 | Q3 2023 | 4.2% |
VERIZON COMMUNICATIONS INC | 40 | Q3 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 1.0% |
CHEVRON CORP NEW | 40 | Q3 2023 | 1.4% |
ALTRIA GROUP INC | 40 | Q3 2023 | 1.3% |
VISA INC | 40 | Q3 2023 | 1.1% |
COSTCO WHSL CORP NEW | 40 | Q3 2023 | 1.0% |
JOHNSON & JOHNSON | 40 | Q3 2023 | 1.0% |
COCA COLA CO | 40 | Q3 2023 | 1.1% |
EXXON MOBIL CORP | 40 | Q3 2023 | 1.6% |
View Dynamic Advisor Solutions LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-10 |
SC 13G/A | 2023-11-30 |
SC 13G/A | 2023-11-29 |
13F-HR | 2023-10-11 |
13F-HR | 2023-08-03 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-27 |
View Dynamic Advisor Solutions 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.