$1.71 Billion is the total value of Dynamic Advisor Solutions LLC's 757 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 21.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $61,850,944 | +23.9% | 375,082 | -2.4% | 3.62% | +6.2% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $49,155,140 | +21.9% | 153,165 | +1.1% | 2.88% | +4.4% |
MSFT | Buy | MICROSOFT CORP | $35,908,220 | +28.1% | 124,552 | +6.5% | 2.10% | +9.8% |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $27,157,682 | +13.8% | 567,203 | +10.6% | 1.59% | -2.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $25,016,187 | -24.3% | 61,106 | -29.2% | 1.46% | -35.1% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $22,229,093 | -14.8% | 441,755 | -15.1% | 1.30% | -27.0% |
DBAW | Sell | DBX ETF TRxtrack msci all | $20,705,447 | -13.0% | 715,461 | -19.1% | 1.21% | -25.4% |
TSLA | Buy | TESLA INC | $20,422,950 | +69.3% | 98,443 | +0.5% | 1.20% | +45.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $20,377,717 | +9.2% | 99,842 | +2.3% | 1.19% | -6.4% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $20,035,193 | +259.9% | 416,100 | +236.2% | 1.17% | +208.4% |
IWD | Buy | ISHARES TRrus 1000 val etf | $19,655,706 | +0.8% | 129,093 | +0.4% | 1.15% | -13.6% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $18,850,866 | -3.6% | 385,341 | -6.5% | 1.10% | -17.4% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $17,438,987 | +2.9% | 360,533 | -3.9% | 1.02% | -11.8% |
GLD | Buy | SPDR GOLD TR | $16,606,694 | +49.2% | 90,638 | +38.1% | 0.97% | +27.9% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $16,533,554 | +58.6% | 201,236 | +56.7% | 0.97% | +35.8% |
AMZN | Buy | AMAZON COM INC | $14,837,402 | +34.5% | 143,648 | +9.4% | 0.87% | +15.3% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $13,946,651 | +44.8% | 303,188 | +41.7% | 0.82% | +24.0% |
NVDA | Buy | NVIDIA CORPORATION | $12,590,882 | +98.8% | 45,328 | +4.6% | 0.74% | +70.6% |
SLQD | Sell | ISHARES TR0-5yr invt gr cp | $12,476,107 | -20.2% | 257,345 | -21.3% | 0.73% | -31.6% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $11,970,210 | +14.6% | 162,132 | +0.7% | 0.70% | -1.8% |
IJR | Buy | ISHARES TRcore s&p scp etf | $11,871,748 | +6.9% | 122,769 | +4.6% | 0.70% | -8.3% |
SDY | Sell | SPDR SER TRs&p divid etf | $11,788,808 | -2.1% | 95,294 | -1.0% | 0.69% | -16.1% |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $11,152,225 | +7.9% | 204,253 | +7.7% | 0.65% | -7.4% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,100,590 | +5.7% | 35,951 | +5.7% | 0.65% | -9.3% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $10,444,525 | +0.1% | 260,073 | -0.5% | 0.61% | -14.2% |
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $9,964,033 | +113.6% | 122,680 | +100.3% | 0.58% | +83.3% |
IEFA | Buy | ISHARES TRcore msci eafe | $9,822,133 | +187.6% | 146,928 | +165.2% | 0.58% | +146.8% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,541,903 | -1.2% | 125,173 | -2.6% | 0.56% | -15.5% |
VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $9,370,497 | -22.3% | 105,535 | +51.6% | 0.55% | -33.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $9,255,928 | -26.3% | 92,894 | -28.2% | 0.54% | -36.8% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $9,159,296 | +36.6% | 202,774 | +27.0% | 0.54% | +17.0% |
DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $9,045,988 | -1.4% | 355,023 | -6.0% | 0.53% | -15.5% |
TDTT | New | FLEXSHARES TRiboxx 3r targt | $9,034,234 | – | 373,779 | +100.0% | 0.53% | – |
SHW | Buy | SHERWIN WILLIAMS CO | $8,837,774 | -1.1% | 39,319 | +4.5% | 0.52% | -15.2% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,787,046 | +231.3% | 129,507 | +220.4% | 0.51% | +184.0% |
Buy | LITMAN GREGORY FDS TRimgp dbi managed | $8,752,759 | +1.7% | 332,805 | +12.6% | 0.51% | -12.9% | |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $8,748,527 | +11.2% | 179,310 | +10.0% | 0.51% | -4.7% |
DGRO | Sell | ISHARES TRcore div grwth | $8,704,087 | -2.4% | 174,117 | -2.4% | 0.51% | -16.4% |
JPM | Buy | JPMORGAN CHASE & CO | $8,575,613 | -1.9% | 65,809 | +1.0% | 0.50% | -15.9% |
DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $8,542,857 | +66.6% | 192,277 | +56.0% | 0.50% | +42.9% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $8,388,482 | -14.9% | 101,017 | -15.5% | 0.49% | -27.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $8,342,070 | +41.6% | 80,421 | +20.4% | 0.49% | +21.4% |
CVX | Buy | CHEVRON CORP NEW | $8,132,145 | -4.0% | 49,842 | +5.6% | 0.48% | -17.8% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $7,712,341 | +177.4% | 77,706 | +175.7% | 0.45% | +137.4% |
HD | Buy | HOME DEPOT INC | $7,690,807 | -1.5% | 26,060 | +5.4% | 0.45% | -15.6% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,667,561 | -10.2% | 36,353 | -13.2% | 0.45% | -23.0% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $7,664,466 | -0.3% | 113,229 | +3.8% | 0.45% | -14.5% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $7,603,531 | +0.2% | 102,987 | -2.5% | 0.44% | -14.1% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $7,592,278 | +6.1% | 158,768 | +3.7% | 0.44% | -9.0% |
SHV | Sell | ISHARES TRshort treas bd | $7,480,909 | -17.6% | 67,701 | -18.0% | 0.44% | -29.4% |
OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $7,414,672 | +51.1% | 159,490 | +39.6% | 0.43% | +29.6% |
IVV | Buy | ISHARES TRcore s&p500 etf | $7,292,917 | +74.9% | 17,741 | +63.5% | 0.43% | +49.8% |
PKG | New | PACKAGING CORP AMER | $7,191,691 | – | 51,802 | +100.0% | 0.42% | – |
COST | Buy | COSTCO WHSL CORP NEW | $7,109,014 | +26.9% | 14,308 | +16.6% | 0.42% | +8.6% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $6,969,260 | +6.9% | 27,859 | +3.4% | 0.41% | -8.3% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $6,907,601 | +66.9% | 144,662 | +65.7% | 0.40% | +42.8% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $6,904,640 | +93.7% | 86,071 | +87.1% | 0.40% | +66.3% |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $6,809,941 | -11.9% | 163,386 | -13.6% | 0.40% | -24.6% |
BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $6,767,593 | -25.8% | 73,705 | -26.1% | 0.40% | -36.4% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $6,742,903 | +15.5% | 61,517 | +11.1% | 0.40% | -0.8% |
UNH | Buy | UNITEDHEALTH GROUP INC | $6,744,265 | +0.9% | 14,271 | +13.2% | 0.40% | -13.4% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $6,730,477 | +10.2% | 124,685 | +7.3% | 0.39% | -5.5% |
UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $6,701,952 | +90.8% | 276,826 | +90.0% | 0.39% | +63.3% |
CSCO | Buy | CISCO SYS INC | $6,642,147 | +44.4% | 127,062 | +31.6% | 0.39% | +23.9% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $6,474,911 | +14.1% | 199,289 | +11.8% | 0.38% | -2.3% |
TEQI | Sell | T ROWE PRICE ETF INC | $6,436,925 | -4.2% | 192,099 | -2.6% | 0.38% | -17.9% |
IEMG | Sell | ISHARES INCcore msci emkt | $6,436,338 | -4.5% | 131,919 | -8.6% | 0.38% | -18.0% |
JNJ | Buy | JOHNSON & JOHNSON | $6,300,149 | -3.0% | 40,646 | +10.5% | 0.37% | -16.7% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,300,411 | +2.2% | 43,565 | -0.2% | 0.37% | -12.4% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,266,414 | -6.6% | 59,397 | -4.2% | 0.37% | -19.9% |
XT | Buy | ISHARES TRexponential tech | $6,247,111 | +322.3% | 118,541 | +279.4% | 0.37% | +262.4% |
GOOG | Buy | ALPHABET INCcap stk cl c | $6,184,080 | +52.3% | 59,462 | +29.9% | 0.36% | +30.7% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,171,760 | +203.2% | 152,766 | +192.5% | 0.36% | +159.7% |
TFLO | New | ISHARES TRtrs flt rt bd | $6,114,662 | – | 120,867 | +100.0% | 0.36% | – |
TIP | Buy | ISHARES TRtips bd etf | $6,055,398 | +20.0% | 54,924 | +15.8% | 0.35% | +2.6% |
V | Sell | VISA INC | $5,999,549 | +4.9% | 26,610 | -3.3% | 0.35% | -10.0% |
XOM | Buy | EXXON MOBIL CORP | $5,838,609 | +4.1% | 53,243 | +4.7% | 0.34% | -10.7% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $5,795,998 | +18.0% | 75,775 | +16.1% | 0.34% | +1.2% |
IWM | Buy | ISHARES TRrussell 2000 etf | $5,750,697 | +34.4% | 32,235 | +31.4% | 0.34% | +15.4% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $5,724,475 | +9.8% | 108,234 | +4.8% | 0.34% | -5.9% |
MCD | Sell | MCDONALDS CORP | $5,607,923 | +6.0% | 20,056 | -0.1% | 0.33% | -9.1% |
SPSB | Buy | SPDR SER TRportfolio short | $5,570,289 | +109.5% | 187,995 | +107.8% | 0.33% | +79.1% |
DIS | Buy | DISNEY WALT CO | $5,505,093 | +45.2% | 54,979 | +26.0% | 0.32% | +24.3% |
MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $5,275,193 | +69.1% | 214,526 | +66.0% | 0.31% | +45.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $5,258,461 | +18.9% | 135,214 | +20.4% | 0.31% | +2.0% |
Buy | DIMENSIONAL ETF TRUST | $5,231,215 | +231.7% | 123,087 | +224.0% | 0.31% | +183.3% | |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,152,733 | +15.9% | 79,066 | -1.2% | 0.30% | -0.7% |
T | Sell | AT&T INC | $5,062,475 | -11.9% | 262,986 | -15.8% | 0.30% | -24.5% |
EAGG | Buy | ISHARES TResg awr us agrgt | $4,938,849 | +8.8% | 102,764 | +5.8% | 0.29% | -6.8% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $4,903,958 | -15.5% | 65,640 | -15.7% | 0.29% | -27.5% |
MRK | Sell | MERCK & CO INC | $4,911,585 | -6.0% | 46,166 | -2.0% | 0.29% | -19.6% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,876,286 | +263.3% | 25,724 | +251.8% | 0.28% | +209.8% |
ABBV | Buy | ABBVIE INC | $4,848,356 | +13.4% | 30,422 | +15.0% | 0.28% | -2.7% |
SUSB | Buy | ISHARES TResg awre 1 5 yr | $4,857,803 | +4.4% | 201,904 | +3.1% | 0.28% | -10.7% |
AVGO | Buy | BROADCOM INC | $4,836,896 | +22.7% | 7,540 | +6.9% | 0.28% | +5.2% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $4,840,895 | -1.0% | 32,815 | +2.9% | 0.28% | -15.3% |
PFE | Buy | PFIZER INC | $4,827,472 | -7.9% | 118,320 | +15.7% | 0.28% | -21.2% |
LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $4,795,917 | +45.9% | 50,545 | +45.0% | 0.28% | +25.4% |
BLK | Buy | BLACKROCK INC | $4,765,345 | +26.9% | 7,122 | +34.4% | 0.28% | +9.0% |
ESGU | Buy | ISHARES TResg awr msci usa | $4,773,734 | +10.6% | 52,778 | +3.7% | 0.28% | -5.4% |
PEP | Buy | PEPSICO INC | $4,724,855 | +3.0% | 25,918 | +2.1% | 0.28% | -11.8% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,714,537 | -8.2% | 30,612 | -9.5% | 0.28% | -21.4% |
FB | Buy | META PLATFORMS INCcl a | $4,579,672 | +113.4% | 21,608 | +21.2% | 0.27% | +82.3% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $4,578,536 | +26.4% | 86,879 | +22.7% | 0.27% | +8.5% |
KO | Buy | COCA COLA CO | $4,536,873 | +7.3% | 73,140 | +10.0% | 0.26% | -8.3% |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $4,466,886 | +98.1% | 107,740 | +95.4% | 0.26% | +69.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $4,402,754 | -16.8% | 33,586 | -10.6% | 0.26% | -28.5% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $4,391,085 | +151.3% | 31,991 | +92.7% | 0.26% | +116.0% |
BA | Sell | BOEING CO | $4,363,632 | +0.1% | 20,542 | -10.2% | 0.26% | -14.4% |
NETL | Sell | ETF SER SOLUTIONSnetlease corp | $4,343,958 | -11.0% | 173,185 | -9.4% | 0.25% | -23.7% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $4,347,236 | -6.7% | 59,600 | -4.1% | 0.25% | -20.1% |
SUB | Buy | ISHARES TRshrt nat mun etf | $4,316,112 | +60.9% | 41,231 | +60.3% | 0.25% | +38.3% |
VOO | Buy | VANGUARD INDEX FDS | $4,296,379 | +179.9% | 11,424 | +161.5% | 0.25% | +139.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,165,198 | +27.5% | 50,286 | +34.6% | 0.24% | +9.4% |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $4,154,609 | +104.5% | 154,160 | +90.0% | 0.24% | +74.8% |
CRM | Buy | SALESFORCE INC | $4,160,103 | +99.8% | 20,823 | +32.6% | 0.24% | +71.1% |
LMT | Buy | LOCKHEED MARTIN CORP | $4,035,590 | +31.7% | 8,537 | +35.5% | 0.24% | +12.9% |
IUSV | Buy | ISHARES TRcore s&p us vlu | $3,939,305 | +214.7% | 53,393 | +201.2% | 0.23% | +171.8% |
PFF | Buy | ISHARES TRpfd and incm sec | $3,934,573 | +34.1% | 126,027 | +31.2% | 0.23% | +15.0% |
PG | Buy | PROCTER AND GAMBLE CO | $3,896,543 | +7.2% | 26,206 | +9.3% | 0.23% | -8.1% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,880,304 | +24.6% | 53,039 | +28.7% | 0.23% | +6.6% |
NFLX | Buy | NETFLIX INC | $3,870,067 | +32.4% | 11,202 | +13.0% | 0.23% | +13.0% |
DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,853,700 | +131.9% | 167,407 | +121.1% | 0.23% | +100.0% |
BAC | Sell | BANK AMERICA CORP | $3,785,525 | -21.8% | 132,361 | -9.5% | 0.22% | -32.9% |
EMGF | Buy | ISHARES INCemng mkts eqt | $3,755,746 | +121.2% | 90,456 | +118.6% | 0.22% | +89.7% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,737,451 | +99.7% | 89,135 | +93.0% | 0.22% | +71.1% |
FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $3,711,409 | +38.6% | 112,026 | +30.8% | 0.22% | +18.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,708,427 | -32.0% | 26,851 | -30.9% | 0.22% | -41.7% |
HON | Buy | HONEYWELL INTL INC | $3,610,411 | +12.7% | 18,891 | +26.4% | 0.21% | -3.7% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,574,348 | +1.7% | 6,201 | -2.8% | 0.21% | -12.9% |
AFIF | Sell | TWO RDS SHARED TRanfield unvl etf | $3,520,034 | -0.3% | 400,906 | -0.7% | 0.21% | -14.5% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $3,489,376 | +128.8% | 9,602 | +118.9% | 0.20% | +96.2% |
UNP | Buy | UNION PAC CORP | $3,486,165 | +17.6% | 17,322 | +21.0% | 0.20% | +1.0% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $3,459,723 | +5.8% | 24,170 | -2.1% | 0.20% | -9.4% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,455,824 | +8.7% | 35,289 | +12.0% | 0.20% | -6.9% |
NOC | Buy | NORTHROP GRUMMAN CORP | $3,397,292 | +24.1% | 7,358 | +46.7% | 0.20% | +6.4% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $3,351,560 | +6.2% | 94,650 | +2.5% | 0.20% | -8.8% |
CVS | Buy | CVS HEALTH CORP | $3,324,859 | -0.8% | 44,743 | +24.4% | 0.20% | -14.8% |
QLTA | New | ISHARES TRa rate cp bd etf | $3,313,351 | – | 69,259 | +100.0% | 0.19% | – |
CWB | Sell | SPDR SER TRbbg conv sec etf | $3,297,500 | -13.3% | 49,165 | -16.8% | 0.19% | -25.8% |
WMT | Buy | WALMART INC | $3,247,777 | +32.2% | 22,026 | +27.1% | 0.19% | +13.1% |
INTU | Buy | INTUIT | $3,242,535 | +70.5% | 7,273 | +48.8% | 0.19% | +46.2% |
MO | Sell | ALTRIA GROUP INC | $3,247,638 | -9.3% | 72,784 | -7.1% | 0.19% | -22.1% |
JPHY | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $3,236,914 | +173.3% | 72,043 | +166.7% | 0.19% | +133.3% |
JHMD | Sell | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $3,205,285 | +1.3% | 104,407 | -7.0% | 0.19% | -13.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $3,199,808 | +6.9% | 13,096 | -6.3% | 0.19% | -8.3% |
ACN | Buy | ACCENTURE PLC IRELAND | $3,194,515 | +71.3% | 11,177 | +59.9% | 0.19% | +47.2% |
MUB | Buy | ISHARES TRnational mun etf | $3,196,437 | +34.8% | 29,668 | +32.0% | 0.19% | +15.4% |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $3,184,719 | +137.9% | 67,473 | +134.2% | 0.19% | +104.4% |
ESGD | Buy | ISHARES TResg aw msci eafe | $3,175,676 | +9.7% | 44,205 | +0.3% | 0.19% | -6.1% |
NEE | Buy | NEXTERA ENERGY INC | $3,166,744 | +40.5% | 41,084 | +52.4% | 0.18% | +20.1% |
HYLB | Buy | DBX ETF TRxtrack usd high | $3,140,615 | +82.4% | 90,377 | +77.0% | 0.18% | +55.9% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $3,089,583 | – | 9,950 | +100.0% | 0.18% | – |
JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $3,076,179 | -14.9% | 60,567 | -15.4% | 0.18% | -27.1% |
FVAL | Buy | FIDELITY COVINGTON TRUSTvlu factor etf | $3,073,587 | +113.9% | 67,168 | +105.0% | 0.18% | +83.7% |
BHK | Buy | BLACKROCK CORE BD TR | $3,035,417 | +7.7% | 280,020 | +3.1% | 0.18% | -7.3% |
JHML | Sell | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $3,035,433 | -4.3% | 58,610 | -9.0% | 0.18% | -18.0% |
ABT | Buy | ABBOTT LABS | $3,032,872 | +29.1% | 29,951 | +40.0% | 0.18% | +10.6% |
SDG | Buy | ISHARES TRmsci gbl sus dev | $2,973,160 | +2.9% | 37,545 | +2.5% | 0.17% | -11.7% |
AMGN | Buy | AMGEN INC | $2,908,228 | -6.2% | 12,030 | +1.9% | 0.17% | -19.8% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,874,089 | +14.4% | 7,458 | -0.1% | 0.17% | -2.3% |
GQRE | Buy | FLEXSHARES TRglb qlt r/e idx | $2,836,228 | +121.1% | 53,514 | +119.6% | 0.17% | +88.6% |
TAIL | New | CAMBRIA ETF TRtail risk | $2,804,336 | – | 190,771 | +100.0% | 0.16% | – |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,763,740 | +2.3% | 42,143 | +3.0% | 0.16% | -12.0% |
Buy | DIMENSIONAL ETF TRUSTus mktwide value | $2,735,718 | +167.2% | 81,712 | +167.3% | 0.16% | +128.6% | |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,719,147 | +25.6% | 14,017 | +12.5% | 0.16% | +7.4% |
WM | Buy | WASTE MGMT INC DEL | $2,702,880 | +7.8% | 16,565 | +3.6% | 0.16% | -7.6% |
CMCSA | Sell | COMCAST CORP NEWcl a | $2,676,351 | +7.6% | 70,598 | -0.8% | 0.16% | -7.6% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,661,612 | +26.2% | 10,670 | +7.8% | 0.16% | +8.3% |
PM | Buy | PHILIP MORRIS INTL INC | $2,657,790 | +33.6% | 27,329 | +39.1% | 0.16% | +14.7% |
PTY | Buy | PIMCO CORPORATE & INCOME OPP | $2,616,510 | +11.4% | 209,824 | +7.3% | 0.15% | -4.4% |
MBB | Buy | ISHARES TRmbs etf | $2,602,631 | +77.2% | 27,474 | +73.5% | 0.15% | +52.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $2,574,821 | +54.6% | 26,271 | +2.2% | 0.15% | +32.5% |
LLY | Sell | LILLY ELI & CO | $2,581,218 | -13.4% | 7,516 | -7.7% | 0.15% | -25.6% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,565,096 | +56.0% | 25,352 | +51.4% | 0.15% | +33.9% |
AMT | Buy | AMERICAN TOWER CORP NEW | $2,548,355 | +6.9% | 12,471 | +10.8% | 0.15% | -8.6% |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $2,544,321 | +239.6% | 102,141 | +238.2% | 0.15% | +192.2% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,537,111 | +21.3% | 19,598 | +27.3% | 0.15% | +3.5% |
QEFA | Buy | SPDR INDEX SHS FDSmsci eafe strtgc | $2,506,117 | +103.1% | 36,153 | +87.8% | 0.15% | +75.0% |
IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $2,501,277 | +148.4% | 63,452 | +124.5% | 0.15% | +111.6% |
Buy | DIMENSIONAL ETF TRUSTshort duration f | $2,452,394 | +220.9% | 52,559 | +216.9% | 0.14% | +176.9% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,468,709 | +23.4% | 16,348 | +1.7% | 0.14% | +5.1% |
VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $2,455,845 | -9.2% | 48,477 | -11.3% | 0.14% | -22.2% |
PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $2,445,777 | +114.2% | 14,866 | +106.3% | 0.14% | +83.3% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,428,486 | +9.0% | 51,500 | +7.3% | 0.14% | -6.6% |
QCOM | Buy | QUALCOMM INC | $2,405,267 | +65.2% | 18,853 | +42.3% | 0.14% | +42.4% |
CMF | Sell | ISHARES TRcalif mun bd etf | $2,400,864 | -27.7% | 41,812 | -29.3% | 0.14% | -38.3% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $2,374,148 | +6.3% | 67,447 | -2.7% | 0.14% | -8.6% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,371,592 | -17.3% | 44,238 | -20.1% | 0.14% | -29.1% |
NKE | Buy | NIKE INCcl b | $2,334,455 | +380.4% | 19,035 | +358.3% | 0.14% | +315.2% |
TXN | Buy | TEXAS INSTRS INC | $2,322,274 | +242.0% | 12,485 | +203.8% | 0.14% | +195.7% |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,324,641 | +6.1% | 23,453 | +2.5% | 0.14% | -9.3% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,329,668 | -16.4% | 33,612 | -13.2% | 0.14% | -28.4% |
EMR | Buy | EMERSON ELEC CO | $2,308,596 | -7.1% | 26,493 | +2.4% | 0.14% | -20.6% |
FDX | Buy | FEDEX CORP | $2,311,504 | +53.3% | 10,116 | +16.2% | 0.14% | +31.1% |
JHSC | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $2,293,486 | +7.9% | 71,919 | +3.5% | 0.13% | -7.6% |
IAU | Buy | ISHARES GOLD TRishares new | $2,257,073 | +178.9% | 60,398 | +158.1% | 0.13% | +140.0% |
CCI | Sell | CROWN CASTLE INC | $2,254,131 | -6.3% | 16,842 | -5.0% | 0.13% | -19.5% |
TGT | Buy | TARGET CORP | $2,263,307 | +11.7% | 13,665 | +0.5% | 0.13% | -4.3% |
GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $2,254,112 | +20.0% | 40,607 | +18.1% | 0.13% | +3.1% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,220,494 | +12.7% | 9,830 | +15.6% | 0.13% | -3.7% |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $2,214,218 | +27.4% | 129,109 | +18.2% | 0.13% | +9.2% |
GBCI | Buy | GLACIER BANCORP INC NEW | $2,176,286 | -15.0% | 51,804 | +0.0% | 0.13% | -27.4% |
PYPL | Buy | PAYPAL HLDGS INC | $2,149,330 | +41.0% | 28,303 | +32.2% | 0.13% | +21.2% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $2,157,059 | +602.8% | 28,551 | +585.0% | 0.13% | +500.0% |
ES | Sell | EVERSOURCE ENERGY | $2,111,990 | -10.2% | 26,987 | -3.8% | 0.12% | -23.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $2,095,396 | +17.1% | 21,721 | +25.0% | 0.12% | +0.8% |
NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $2,100,478 | +0.1% | 73,188 | +3.8% | 0.12% | -14.0% |
ALB | Buy | ALBEMARLE CORP | $2,082,448 | +5.3% | 9,421 | +3.3% | 0.12% | -9.6% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,039,062 | -4.5% | 8,551 | -0.6% | 0.12% | -18.5% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,008,597 | -4.8% | 9,022 | +2.1% | 0.12% | -18.1% |
NVO | Buy | NOVO-NORDISK A Sadr | $1,990,977 | +599.1% | 12,511 | +494.6% | 0.12% | +515.8% |
SO | Buy | SOUTHERN CO | $1,988,290 | +4.5% | 28,576 | +7.3% | 0.12% | -10.8% |
KHC | Buy | KRAFT HEINZ CO | $1,977,093 | +42.1% | 51,127 | +49.6% | 0.12% | +22.1% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,948,922 | +21.0% | 75,248 | +12.7% | 0.11% | +3.6% |
Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,922,932 | +72.0% | 42,647 | +55.6% | 0.11% | +48.7% | |
OMFS | Buy | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $1,910,059 | +6.3% | 54,348 | +3.4% | 0.11% | -8.9% |
GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $1,914,552 | +262.4% | 62,141 | +238.5% | 0.11% | +211.1% |
ESGE | Sell | ISHARES INCesg awr msci em | $1,874,699 | -9.0% | 59,552 | -13.0% | 0.11% | -22.0% |
DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,871,264 | +91.5% | 52,756 | +93.6% | 0.11% | +64.2% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $1,860,835 | -30.3% | 36,929 | -30.4% | 0.11% | -40.1% |
PSX | Buy | PHILLIPS 66 | $1,864,435 | -1.9% | 18,391 | +0.7% | 0.11% | -16.2% |
IWC | Buy | ISHARES TRmicro-cap etf | $1,863,734 | +4.8% | 17,833 | +8.1% | 0.11% | -9.9% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,855,883 | +11.6% | 37,417 | +11.3% | 0.11% | -3.5% |
NSC | Buy | NORFOLK SOUTHN CORP | $1,846,635 | -13.7% | 8,711 | +0.3% | 0.11% | -26.0% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,821,355 | +14.9% | 38,304 | +13.5% | 0.11% | -0.9% |
BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,826,482 | +61.8% | 77,822 | +53.1% | 0.11% | +39.0% |
CSB | Buy | VICTORY PORTFOLIOS II | $1,815,487 | +27.2% | 34,980 | +26.5% | 0.11% | +9.3% |
Buy | DIMENSIONAL ETF TRUSTus high profitab | $1,792,406 | +395.7% | 71,297 | +373.4% | 0.10% | +320.0% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,800,988 | +10.4% | 51,753 | +2.2% | 0.10% | -5.4% |
CB | Buy | CHUBB LIMITED | $1,789,454 | -4.0% | 9,215 | +9.0% | 0.10% | -17.3% |
COP | Sell | CONOCOPHILLIPS | $1,792,573 | -19.1% | 18,068 | -3.8% | 0.10% | -30.5% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,784,970 | +129.8% | 24,958 | +110.9% | 0.10% | +96.2% |
HYGH | Sell | ISHARES U S ETF TRit rt hdg hgyl | $1,744,257 | -35.0% | 21,072 | -35.6% | 0.10% | -44.3% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,702,040 | +11.4% | 41,604 | +3.5% | 0.10% | -3.8% |
INTC | Buy | INTEL CORP | $1,697,961 | +173.1% | 51,973 | +120.9% | 0.10% | +135.7% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,692,592 | +9.7% | 52,647 | +16.7% | 0.10% | -5.7% |
SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $1,682,533 | +47.3% | 33,799 | +45.9% | 0.10% | +25.6% |
ETN | Buy | EATON CORP PLC | $1,663,593 | +13.8% | 9,709 | +4.2% | 0.10% | -3.0% |
Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,644,341 | -20.6% | 71,307 | -25.6% | 0.10% | -31.9% | |
ENB | Sell | ENBRIDGE INC | $1,633,380 | -4.4% | 42,815 | -2.0% | 0.10% | -17.9% |
MPC | Sell | MARATHON PETE CORP | $1,617,134 | +11.1% | 11,994 | -4.1% | 0.10% | -4.0% |
XME | Buy | SPDR SER TRs&p metals mng | $1,616,527 | +40.6% | 30,409 | +31.7% | 0.10% | +21.8% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $1,583,330 | -2.0% | 17,353 | -3.4% | 0.09% | -15.5% |
F | Sell | FORD MTR CO DEL | $1,591,694 | +6.8% | 126,325 | -1.4% | 0.09% | -8.8% |
EL | Sell | LAUDER ESTEE COS INCcl a | $1,584,056 | -1.8% | 6,427 | -1.1% | 0.09% | -15.5% |
MDT | Buy | MEDTRONIC PLC | $1,559,656 | +13.0% | 19,346 | +8.9% | 0.09% | -3.2% |
XOP | Buy | SPDR SER TRs&p oilgas exp | $1,540,931 | +7.4% | 12,077 | +14.3% | 0.09% | -8.2% |
NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $1,538,840 | +12.7% | 40,252 | +3.8% | 0.09% | -3.2% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,539,904 | +55.5% | 21,765 | +57.3% | 0.09% | +32.4% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $1,522,655 | +82.2% | 14,315 | +70.6% | 0.09% | +56.1% |
TAXF | Buy | AMERICAN CENTY ETF TRdiversified mu | $1,517,843 | +95.6% | 30,146 | +90.1% | 0.09% | +67.9% |
ZTS | Buy | ZOETIS INCcl a | $1,500,445 | +199.1% | 9,015 | +163.4% | 0.09% | +158.8% |
WPC | New | WP CAREY INC | $1,482,753 | – | 19,145 | +100.0% | 0.09% | – |
ITA | New | ISHARES TRus aer def etf | $1,469,702 | – | 12,771 | +100.0% | 0.09% | – |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $1,442,130 | +13.5% | 46,119 | +5.5% | 0.08% | -3.4% |
GILD | Sell | GILEAD SCIENCES INC | $1,430,829 | -15.0% | 17,245 | -12.0% | 0.08% | -27.0% |
ISRG | Buy | INTUITIVE SURGICAL INC | $1,394,994 | +103.3% | 5,461 | +111.1% | 0.08% | +74.5% |
IUSB | Buy | ISHARES TRcore total usd | $1,394,954 | +146.4% | 30,227 | +139.9% | 0.08% | +110.3% |
XBI | Buy | SPDR SER TRs&p biotech | $1,398,263 | +25.7% | 18,348 | +36.9% | 0.08% | +7.9% |
Buy | GENERAL ELECTRIC CO | $1,402,888 | +129.9% | 14,675 | +101.5% | 0.08% | +95.2% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $1,406,798 | +4.8% | 20,178 | +0.1% | 0.08% | -10.9% |
BX | Sell | BLACKSTONE INC | $1,388,405 | +7.9% | 15,806 | -8.8% | 0.08% | -8.0% |
PRPL | New | PURPLE INNOVATION INC | $1,388,321 | – | 525,879 | +100.0% | 0.08% | – |
EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $1,376,592 | +4.9% | 59,259 | +3.9% | 0.08% | -10.0% |
ROP | Buy | ROPER TECHNOLOGIES INC | $1,369,673 | +76.2% | 3,108 | +72.8% | 0.08% | +50.9% |
Buy | DIMENSIONAL ETF TRUSTintl high profit | $1,370,617 | +413.9% | 56,684 | +368.6% | 0.08% | +344.4% | |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,364,257 | +31.9% | 30,156 | +30.0% | 0.08% | +12.7% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,360,565 | +20.6% | 4,930 | +6.1% | 0.08% | +3.9% |
SLV | Buy | ISHARES SILVER TRishares | $1,354,828 | +2.5% | 61,249 | +2.1% | 0.08% | -12.2% |
HCA | Buy | HCA HEALTHCARE INC | $1,348,299 | +115.1% | 5,113 | +95.8% | 0.08% | +83.7% |
NVS | Buy | NOVARTIS AGsponsored adr | $1,332,312 | +263.8% | 14,482 | +258.7% | 0.08% | +212.0% |
MELI | Buy | MERCADOLIBRE INC | $1,307,516 | +61.8% | 992 | +3.9% | 0.08% | +40.0% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,319,773 | +41.7% | 8,826 | +22.4% | 0.08% | +20.3% |
SGOV | New | ISHARES TR0-3 mnth treasry | $1,315,331 | – | 13,077 | +100.0% | 0.08% | – |
OKE | Sell | ONEOK INC NEW | $1,322,779 | -4.4% | 20,818 | -1.1% | 0.08% | -18.1% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $1,263,122 | +270.9% | 15,268 | +234.5% | 0.07% | +221.7% |
DHS | Sell | WISDOMTREE TRus high dividend | $1,265,586 | -8.6% | 15,383 | -4.4% | 0.07% | -22.1% |
Buy | DIMENSIONAL ETF TRUSTus real estate e | $1,228,355 | +448.0% | 57,159 | +439.3% | 0.07% | +380.0% | |
DOW | Sell | DOW INC | $1,236,984 | +5.8% | 22,564 | -2.7% | 0.07% | -10.0% |
ADI | Sell | ANALOG DEVICES INC | $1,219,896 | +14.1% | 6,185 | -5.1% | 0.07% | -2.7% |
FEM | Sell | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $1,202,428 | -23.2% | 56,718 | -23.9% | 0.07% | -34.6% |
APD | Sell | AIR PRODS & CHEMS INC | $1,193,059 | -25.1% | 4,154 | -19.6% | 0.07% | -35.8% |
TJX | Buy | TJX COS INC NEW | $1,202,361 | +30.3% | 15,344 | +32.4% | 0.07% | +11.1% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,173,853 | +111.1% | 18,830 | +104.4% | 0.07% | +81.6% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,180,721 | +4.7% | 7,437 | +4.7% | 0.07% | -10.4% |
SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $1,187,220 | +55.2% | 53,262 | +55.1% | 0.07% | +32.7% |
ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $1,176,401 | +150.1% | 41,984 | +141.2% | 0.07% | +115.6% |
GIS | Buy | GENERAL MLS INC | $1,185,580 | +14.0% | 13,873 | +11.9% | 0.07% | -2.8% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,155,704 | +6.3% | 33,862 | +2.6% | 0.07% | -8.1% |
IYW | New | ISHARES TRu.s. tech etf | $1,156,963 | – | 12,466 | +100.0% | 0.07% | – |
ONEV | Buy | SPDR SER TRrussell low vol | $1,164,209 | +108.7% | 11,024 | +103.4% | 0.07% | +78.9% |
ABST | Buy | ABSOLUTE SOFTWARE CORP | $1,147,768 | -19.4% | 146,586 | +7.5% | 0.07% | -30.9% |
SRE | Buy | SEMPRA | $1,130,170 | +25.9% | 7,477 | +28.8% | 0.07% | +8.2% |
PRMW | Buy | PRIMO WATER CORPORATION | $1,119,905 | +0.2% | 72,958 | +1.4% | 0.07% | -13.2% |
WFC | Buy | WELLS FARGO CO NEW | $1,125,992 | +52.3% | 30,123 | +68.3% | 0.07% | +32.0% |
ED | Buy | CONSOLIDATED EDISON INC | $1,116,365 | +4.1% | 11,669 | +3.7% | 0.06% | -11.0% |
DG | Buy | DOLLAR GEN CORP NEW | $1,104,079 | -11.9% | 5,246 | +3.1% | 0.06% | -24.4% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,110,266 | +8.7% | 23,463 | +1.0% | 0.06% | -7.1% |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,116,456 | -3.9% | 10,220 | -9.5% | 0.06% | -17.7% |
BKNG | Buy | BOOKING HOLDINGS INC | $1,087,488 | +377.5% | 410 | +262.8% | 0.06% | +300.0% |
TSN | Buy | TYSON FOODS INCcl a | $1,090,267 | +63.1% | 18,379 | +71.2% | 0.06% | +39.1% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,076,663 | +27.5% | 11,575 | +2.1% | 0.06% | +8.6% |
MUNI | Sell | PIMCO ETF TRinter mun bd act | $1,066,981 | -3.5% | 20,417 | -5.1% | 0.06% | -17.3% |
ITW | New | ILLINOIS TOOL WKS INC | $1,060,779 | – | 4,357 | +100.0% | 0.06% | – |
VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $1,053,272 | +133.2% | 16,904 | +128.2% | 0.06% | +100.0% |
MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $1,048,838 | -10.9% | 71,547 | -9.0% | 0.06% | -23.8% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,040,348 | -3.1% | 13,557 | -6.2% | 0.06% | -16.4% |
FNK | Buy | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $1,034,361 | +2.4% | 23,675 | +0.7% | 0.06% | -11.6% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $1,018,794 | +20.7% | 3,493 | +19.4% | 0.06% | +3.4% |
JPME | Buy | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $1,025,011 | +29.9% | 11,948 | +27.4% | 0.06% | +11.1% |
PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $1,017,022 | +5.8% | 11,628 | +5.3% | 0.06% | -9.1% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,018,184 | +47.6% | 2,641 | +22.3% | 0.06% | +27.7% |
New | DIMENSIONAL ETF TRUSTintl small cap e | $1,023,513 | – | 44,520 | +100.0% | 0.06% | – | |
PSA | Buy | PUBLIC STORAGE | $1,024,808 | +53.1% | 3,392 | +42.0% | 0.06% | +30.4% |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $1,002,831 | +3.6% | 16,725 | +1.0% | 0.06% | -10.6% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,009,461 | +13.3% | 13,630 | +14.0% | 0.06% | -3.3% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $991,408 | -93.1% | 2,981 | -93.1% | 0.06% | -94.1% |
DVN | Buy | DEVON ENERGY CORP NEW | $988,375 | -17.3% | 19,529 | +0.6% | 0.06% | -29.3% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $967,266 | -2.6% | 12,142 | +13.6% | 0.06% | -16.2% |
ACWV | Buy | ISHARES INCmsci gbl min vol | $979,775 | +31.0% | 10,127 | +28.7% | 0.06% | +11.8% |
ET | Buy | ENERGY TRANSFER L P | $974,251 | +34.0% | 78,128 | +27.5% | 0.06% | +14.0% |
FLRN | Sell | SPDR SER TRbloomberg invt | $981,426 | -8.8% | 32,252 | -9.0% | 0.06% | -23.0% |
LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $967,463 | +9.3% | 35,885 | +3.6% | 0.06% | -5.0% |
ENPH | Buy | ENPHASE ENERGY INC | $977,504 | -11.6% | 4,649 | +11.4% | 0.06% | -24.0% |
SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $980,835 | +10.7% | 11,499 | +7.2% | 0.06% | -5.0% |
New | WISDOMTREE TRfloatng rat trea | $962,067 | – | 19,138 | +100.0% | 0.06% | – | |
TRV | Sell | TRAVELERS COMPANIES INC | $955,108 | -17.4% | 5,572 | -9.6% | 0.06% | -29.1% |
CAT | Sell | CATERPILLAR INC | $962,162 | -21.9% | 4,205 | -18.2% | 0.06% | -33.3% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $961,002 | +145.1% | 13,043 | +131.6% | 0.06% | +107.4% |
XEL | Buy | XCEL ENERGY INC | $938,320 | +4.8% | 13,913 | +9.0% | 0.06% | -9.8% |
BIIB | New | BIOGEN INC | $935,849 | – | 3,366 | +100.0% | 0.06% | – |
GLW | Sell | CORNING INC | $924,971 | +6.5% | 26,218 | -3.6% | 0.05% | -8.5% |
HNDL | Sell | STRATEGY SHSns 7handl idx | $922,167 | -34.8% | 45,584 | -36.9% | 0.05% | -44.3% |
MKC | New | MCCORMICK & CO INC | $918,811 | – | 11,042 | +100.0% | 0.05% | – |
DE | Buy | DEERE & CO | $919,389 | -1.9% | 2,227 | +1.8% | 0.05% | -15.6% |
ARKK | Sell | ARK ETF TRinnovation etf | $906,276 | -75.7% | 22,466 | -81.2% | 0.05% | -79.1% |
TT | Sell | TRANE TECHNOLOGIES PLC | $904,494 | +7.4% | 4,916 | -1.9% | 0.05% | -8.6% |
COF | Buy | CAPITAL ONE FINL CORP | $902,467 | +64.1% | 9,385 | +58.7% | 0.05% | +39.5% |
IAGG | Sell | ISHARES TRcore intl aggr | $908,461 | -23.4% | 18,559 | -25.6% | 0.05% | -34.6% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $881,843 | -35.2% | 15,973 | -39.3% | 0.05% | -44.1% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $890,471 | +76.1% | 16,654 | +65.2% | 0.05% | +48.6% |
JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $865,916 | – | 21,002 | +100.0% | 0.05% | – |
AZO | Buy | AUTOZONE INC | $872,643 | +10.2% | 355 | +10.6% | 0.05% | -5.6% |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $871,053 | +0.2% | 1,026 | -0.4% | 0.05% | -13.6% |
CME | Buy | CME GROUP INC | $869,447 | +28.5% | 4,540 | +12.8% | 0.05% | +10.9% |
ORCL | Sell | ORACLE CORP | $857,340 | -1.0% | 9,227 | -12.9% | 0.05% | -15.3% |
UMI | New | USCF ETF TRmidstream energy | $857,525 | – | 25,911 | +100.0% | 0.05% | – |
ECL | New | ECOLAB INC | $851,495 | – | 5,144 | +100.0% | 0.05% | – |
ZIP | Sell | ZIPRECRUITER INCcl a | $861,924 | -40.8% | 54,073 | -39.0% | 0.05% | -49.5% |
KR | Sell | KROGER CO | $861,339 | +10.7% | 17,447 | -0.0% | 0.05% | -5.7% |
DHR | Sell | DANAHER CORPORATION | $862,311 | -17.9% | 3,421 | -13.5% | 0.05% | -30.6% |
IWR | Sell | ISHARES TRrus mid cap etf | $849,007 | -6.5% | 12,143 | -9.8% | 0.05% | -19.4% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $857,613 | -45.8% | 13,744 | -44.5% | 0.05% | -53.7% |
KLAC | Sell | KLA CORP | $854,826 | +4.9% | 2,142 | -0.8% | 0.05% | -10.7% |
KMB | Buy | KIMBERLY-CLARK CORP | $844,282 | +28.1% | 6,290 | +29.6% | 0.05% | +8.9% |
ICVT | Buy | ISHARES TRconv bd etf | $845,431 | +61.4% | 11,642 | +54.4% | 0.05% | +36.1% |
MNST | New | MONSTER BEVERAGE CORP NEW | $835,101 | – | 15,462 | +100.0% | 0.05% | – |
CSX | Sell | CSX CORP | $819,384 | -32.3% | 27,368 | -29.9% | 0.05% | -42.2% |
ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $813,304 | +10.7% | 11,342 | +1.7% | 0.05% | -4.0% |
Sell | INVESTMENT MANAGERS SER TR Iaxs short innov | $826,369 | -42.8% | 20,618 | -22.2% | 0.05% | -51.5% | |
DCI | New | DONALDSON INC | $815,835 | – | 12,486 | +100.0% | 0.05% | – |
IWB | Sell | ISHARES TRrus 1000 etf | $824,298 | -93.1% | 3,660 | -93.6% | 0.05% | -94.1% |
BTAL | Buy | AGF INVTS TRus market netrl | $820,957 | +62.0% | 40,243 | +68.4% | 0.05% | +37.1% |
DVY | Buy | ISHARES TRselect divid etf | $801,980 | +9.0% | 6,844 | +12.2% | 0.05% | -6.0% |
ITI | Sell | ITERIS INC NEW | $797,516 | +32.8% | 170,046 | -12.0% | 0.05% | +14.6% |
AOR | Buy | ISHARES TRgrwt allocat etf | $796,301 | +10.2% | 15,916 | +3.9% | 0.05% | -4.1% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $810,415 | +237.7% | 9,393 | +231.1% | 0.05% | +193.8% |
Buy | PROSHARES TRbitcoin strate | $799,527 | +78.3% | 45,635 | +6.1% | 0.05% | +51.6% | |
PLD | Sell | PROLOGIS INC. | $801,405 | +9.6% | 6,423 | -1.0% | 0.05% | -6.0% |
EVRG | Buy | EVERGY INC | $793,154 | +0.6% | 12,977 | +3.6% | 0.05% | -14.8% |
GS | Sell | GOLDMAN SACHS GROUP INC | $780,881 | -19.0% | 2,387 | -15.0% | 0.05% | -30.3% |
KW | Buy | KENNEDY-WILSON HOLDINGS INC | $782,053 | +6.7% | 47,140 | +1.1% | 0.05% | -8.0% |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $791,365 | +1.5% | 4,089 | +0.5% | 0.05% | -13.2% |
ANTM | Sell | ELEVANCE HEALTH INC | $780,835 | -13.9% | 1,698 | -4.0% | 0.05% | -25.8% |
PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $775,303 | -24.1% | 32,741 | -26.5% | 0.04% | -35.7% |
VLO | Buy | VALERO ENERGY CORP | $764,424 | +11.5% | 5,476 | +1.3% | 0.04% | -4.3% |
FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $766,680 | +10.1% | 18,800 | +4.9% | 0.04% | -6.2% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $762,704 | +11.0% | 8,123 | -1.8% | 0.04% | -4.3% |
GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $744,096 | +11.8% | 46,017 | +5.3% | 0.04% | -2.2% |
VIAC | Buy | PARAMOUNT GLOBAL | $759,463 | +78.2% | 34,041 | +34.8% | 0.04% | +51.7% |
IWV | Sell | ISHARES TRrussell 3000 etf | $754,400 | +6.3% | 3,205 | -0.4% | 0.04% | -8.3% |
IQLT | Sell | ISHARES TRmsci intl qualty | $760,389 | +5.1% | 21,541 | -3.6% | 0.04% | -10.2% |
Sell | DRAFTKINGS INC NEW | $745,999 | +1.7% | 38,533 | -49.9% | 0.04% | -12.0% | |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $758,320 | +3.8% | 8,375 | -2.8% | 0.04% | -12.0% |
OMC | Sell | OMNICOM GROUP INC | $742,173 | +6.7% | 7,867 | -7.7% | 0.04% | -8.5% |
NOW | Sell | SERVICENOW INC | $728,216 | +7.9% | 1,567 | -9.8% | 0.04% | -6.5% |
CI | Sell | THE CIGNA GROUP | $738,216 | -35.9% | 2,889 | -16.9% | 0.04% | -45.6% |
SBUX | Buy | STARBUCKS CORP | $737,181 | +17.1% | 7,079 | +11.6% | 0.04% | 0.0% |
VNT | Buy | VONTIER CORPORATION | $732,275 | +42.6% | 26,784 | +0.8% | 0.04% | +22.9% |
PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $741,436 | -6.7% | 52,140 | -3.0% | 0.04% | -20.4% |
AON | Sell | AON PLC | $718,340 | -7.7% | 2,278 | -12.2% | 0.04% | -20.8% |
DSI | Sell | ISHARES TRmsci kld400 soc | $719,837 | +3.9% | 9,230 | -4.4% | 0.04% | -10.6% |
CDC | Buy | VICTORY PORTFOLIOS II | $710,415 | -0.8% | 11,719 | +1.6% | 0.04% | -14.3% |
IGSB | Buy | ISHARES TR | $723,797 | +51.5% | 14,321 | +49.4% | 0.04% | +27.3% |
SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $723,671 | -17.5% | 14,350 | -19.5% | 0.04% | -30.0% |
BP | Buy | BP PLCsponsored adr | $720,140 | +14.4% | 18,981 | +5.3% | 0.04% | -2.3% |
RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $720,455 | +20.6% | 9,467 | +17.2% | 0.04% | +2.4% |
VIXY | New | PROSHARES TR IIvix sh trm futrs | $701,493 | – | 77,513 | +100.0% | 0.04% | – |
EEM | Sell | ISHARES TRmsci emg mkt etf | $696,660 | +1.2% | 17,655 | -2.8% | 0.04% | -12.8% |
BGRN | Buy | ISHARES TRusd grn bond etf | $702,780 | +150.0% | 14,924 | +144.0% | 0.04% | +115.8% |
JMOM | Sell | J P MORGAN EXCHANGE TRADED Fus momentum | $698,368 | -0.4% | 17,600 | -5.4% | 0.04% | -14.6% |
BRKL | New | BROOKLINE BANCORP INC DEL | $688,944 | – | 65,614 | +100.0% | 0.04% | – |
XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $678,103 | – | 18,141 | +100.0% | 0.04% | – |
JEMA | Buy | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $658,609 | +184.2% | 18,169 | +166.6% | 0.04% | +143.8% |
WIW | Buy | WESTERN AST INFL LKD OPP & I | $667,251 | +7.4% | 72,924 | +7.2% | 0.04% | -7.1% |
WMB | Buy | WILLIAMS COS INC | $673,413 | -8.2% | 22,552 | +1.2% | 0.04% | -22.0% |
ALC | Buy | ALCON AG | $658,287 | +9.0% | 9,332 | +5.9% | 0.04% | -4.9% |
DXC | Buy | DXC TECHNOLOGY CO | $653,544 | -1.5% | 25,569 | +2.1% | 0.04% | -15.6% |
IBB | Buy | ISHARES TRishares biotech | $649,370 | +2.1% | 5,028 | +3.8% | 0.04% | -11.6% |
Sell | ESAB CORPORATION | $651,188 | +25.5% | 11,024 | -0.3% | 0.04% | +8.6% | |
CEMB | Sell | ISHARES INCjp mrg em crp bd | $641,790 | -2.0% | 14,733 | -3.8% | 0.04% | -15.6% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $637,123 | -19.7% | 3,269 | -26.0% | 0.04% | -31.5% |
MS | Buy | MORGAN STANLEY | $631,947 | +5.8% | 7,198 | +2.5% | 0.04% | -9.8% |
WEC | Buy | WEC ENERGY GROUP INC | $631,777 | +49.7% | 6,665 | +48.0% | 0.04% | +27.6% |
GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $630,073 | +23.8% | 36,976 | +18.9% | 0.04% | +5.7% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $625,346 | +10.6% | 8,823 | +6.2% | 0.04% | -5.1% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $631,958 | +1.9% | 5,094 | -6.4% | 0.04% | -11.9% |
XYL | New | XYLEM INC | $627,409 | – | 5,992 | +100.0% | 0.04% | – |
CL | New | COLGATE PALMOLIVE CO | $627,930 | – | 8,356 | +100.0% | 0.04% | – |
DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT | $608,633 | +7.6% | 41,460 | +13.7% | 0.04% | -7.7% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $621,136 | +73.2% | 10,610 | +71.1% | 0.04% | +50.0% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $616,129 | -31.2% | 7,020 | -35.5% | 0.04% | -41.0% |
HDEF | Buy | DBX ETF TRxtrack msci eafe | $614,811 | +160.3% | 26,398 | +143.8% | 0.04% | +125.0% |
NDAQ | Buy | NASDAQ INC | $623,039 | -0.5% | 11,396 | +11.6% | 0.04% | -16.3% |
SCHW | Buy | SCHWAB CHARLES CORP | $617,193 | +37.1% | 11,783 | +117.9% | 0.04% | +16.1% |
GUNR | Sell | FLEXSHARES TRmornstar upstr | $593,426 | -13.0% | 14,032 | -10.5% | 0.04% | -25.5% |
LRCX | Sell | LAM RESEARCH CORP | $598,134 | +15.4% | 1,128 | -8.5% | 0.04% | 0.0% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $591,099 | -10.9% | 4,409 | -10.1% | 0.04% | -22.2% |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $594,489 | – | 18,508 | +100.0% | 0.04% | – |
AMAT | Sell | APPLIED MATLS INC | $591,019 | +19.2% | 4,812 | -5.5% | 0.04% | +2.9% |
New | LINDE PLC | $604,948 | – | 1,702 | +100.0% | 0.04% | – | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $593,081 | +4.8% | 3,175 | -2.2% | 0.04% | -10.3% |
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $605,810 | -4.4% | 11,570 | -10.1% | 0.04% | -18.6% |
PCAR | Buy | PACCAR INC | $602,991 | +13.9% | 8,238 | +54.0% | 0.04% | -2.8% |
HSCZ | Buy | ISHARES TRmsci eafe smcp | $588,474 | +17.0% | 21,496 | +10.3% | 0.03% | 0.0% |
ULTA | Buy | ULTA BEAUTY INC | $582,776 | +36.7% | 1,068 | +17.5% | 0.03% | +17.2% |
IJS | New | ISHARES TRsp smcp600vl etf | $578,910 | – | 6,186 | +100.0% | 0.03% | – |
JPIB | Sell | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $578,931 | -6.2% | 12,224 | -8.9% | 0.03% | -19.0% |
MSI | Sell | MOTOROLA SOLUTIONS INC | $572,711 | -10.2% | 2,002 | -19.0% | 0.03% | -22.7% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $583,256 | -7.2% | 70,956 | +25.7% | 0.03% | -20.9% |
TGIF | Sell | TIDAL ETF TRsofi weekly inm | $563,018 | +1.2% | 5,982 | -0.3% | 0.03% | -13.2% |
TTC | New | TORO CO | $567,335 | – | 5,104 | +100.0% | 0.03% | – |
XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $562,468 | -7.3% | 7,664 | -12.8% | 0.03% | -19.5% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $567,290 | -31.3% | 2,891 | -27.1% | 0.03% | -41.1% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $568,299 | -33.2% | 8,895 | -38.8% | 0.03% | -43.1% |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $544,970 | +158.0% | 14,394 | +142.9% | 0.03% | +128.6% |
OEF | Sell | ISHARES TRs&p 100 etf | $542,761 | -0.1% | 2,902 | -8.9% | 0.03% | -13.5% |
FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $550,278 | +11.0% | 9,906 | +2.9% | 0.03% | -5.9% |
IVE | ISHARES TRs&p 500 val etf | $546,978 | +4.6% | 3,604 | 0.0% | 0.03% | -11.1% | |
AOM | Sell | ISHARES TRmodert alloc etf | $550,192 | -3.8% | 13,803 | -8.3% | 0.03% | -17.9% |
IMCG | New | ISHARES TRmrgstr md cp grw | $546,464 | – | 9,494 | +100.0% | 0.03% | – |
FLQM | Sell | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $541,262 | +0.5% | 12,512 | -3.5% | 0.03% | -13.5% |
AXP | Buy | AMERICAN EXPRESS CO | $526,897 | +79.8% | 3,194 | +61.1% | 0.03% | +55.0% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $521,618 | -30.5% | 4,434 | -32.1% | 0.03% | -39.2% |
FLTR | Buy | VANECK ETF TRUSTig floating rate | $530,749 | +2.1% | 21,255 | +1.7% | 0.03% | -11.4% |
SPOT | Buy | SPOTIFY TECHNOLOGY S A | $535,014 | +90.0% | 4,004 | +12.3% | 0.03% | +63.2% |
FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $510,117 | +126.3% | 11,641 | +135.4% | 0.03% | +100.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $511,135 | +89.7% | 2,559 | +32.5% | 0.03% | +66.7% |
IDXX | Buy | IDEXX LABS INC | $519,083 | +23.1% | 1,038 | +0.4% | 0.03% | +3.4% |
EDF | Sell | VIRTUS STONE HBR EMRG MKTS I | $518,441 | +6.2% | 113,444 | -3.3% | 0.03% | -9.1% |
BKAG | Sell | BNY MELLON ETF TRUSTcore bond etf | $507,067 | +2.4% | 11,864 | -0.4% | 0.03% | -11.8% |
EFV | Buy | ISHARES TReafe value etf | $508,121 | +12.0% | 10,470 | +5.9% | 0.03% | -3.2% |
DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $505,359 | +14.9% | 11,356 | +13.5% | 0.03% | 0.0% |
RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $512,333 | +0.2% | 4,568 | -3.1% | 0.03% | -14.3% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $500,769 | -4.4% | 20,423 | -7.7% | 0.03% | -19.4% |
PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $492,108 | -5.8% | 28,104 | -7.9% | 0.03% | -19.4% |
YUM | Sell | YUM BRANDS INC | $494,309 | -0.7% | 3,742 | -3.8% | 0.03% | -14.7% |
NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $491,236 | +7.2% | 8,813 | -5.9% | 0.03% | -6.5% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $491,619 | +4.8% | 10,274 | -1.9% | 0.03% | -9.4% |
MMM | Sell | 3M CO | $487,223 | -25.3% | 4,635 | -14.8% | 0.03% | -35.6% |
DRI | Buy | DARDEN RESTAURANTS INC | $494,505 | +16.3% | 3,187 | +3.7% | 0.03% | 0.0% |
EQIX | Sell | EQUINIX INC | $492,491 | -17.7% | 683 | -25.3% | 0.03% | -29.3% |
HRL | New | HORMEL FOODS CORP | $488,373 | – | 12,246 | +100.0% | 0.03% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $495,140 | – | 6,139 | +100.0% | 0.03% | – |
PRU | Buy | PRUDENTIAL FINL INC | $500,866 | -11.9% | 6,053 | +5.9% | 0.03% | -25.6% |
BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $501,823 | -20.9% | 18,669 | -24.4% | 0.03% | -32.6% |
IMCB | New | ISHARES TRmrgstr md cp etf | $471,810 | – | 7,781 | +100.0% | 0.03% | – |
MTN | New | VAIL RESORTS INC | $471,987 | – | 2,020 | +100.0% | 0.03% | – |
QQQE | Buy | DIREXION SHS ETF TRnas100 eql wgt | $476,780 | +26.8% | 6,572 | +11.5% | 0.03% | +7.7% |
Buy | ENOVIS CORPORATION | $478,415 | +0.7% | 8,944 | +0.8% | 0.03% | -12.5% | |
BDX | Sell | BECTON DICKINSON & CO | $483,381 | -11.1% | 1,953 | -8.7% | 0.03% | -24.3% |
JOF | Buy | JAPAN SMALLER CAPITALIZATION | $472,796 | +9.7% | 68,422 | +2.9% | 0.03% | -3.4% |
GDO | Buy | WESTERN ASSET GLOBAL CORP DE | $483,862 | +2.3% | 38,099 | +2.9% | 0.03% | -12.5% |
STPZ | New | PIMCO ETF TR1-5 us tip idx | $477,056 | – | 9,347 | +100.0% | 0.03% | – |
LOW | Sell | LOWES COS INC | $456,167 | -24.6% | 2,281 | -24.9% | 0.03% | -34.1% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $457,078 | +11.2% | 10,692 | +0.7% | 0.03% | -3.6% |
ATNI | Sell | ATN INTL INC | $458,918 | -24.6% | 11,215 | -16.5% | 0.03% | -35.7% |
SYK | Sell | STRYKER CORPORATION | $463,560 | +16.1% | 1,624 | -0.6% | 0.03% | 0.0% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $461,159 | +19.4% | 5,087 | +0.5% | 0.03% | +3.8% |
ALL | Sell | ALLSTATE CORP | $460,318 | -26.5% | 4,154 | -10.0% | 0.03% | -37.2% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $460,148 | +15.7% | 2,250 | -2.6% | 0.03% | 0.0% |
SPGI | Sell | S&P GLOBAL INC | $446,510 | -13.4% | 1,295 | -15.9% | 0.03% | -25.7% |
CAF | Buy | MORGAN STANLEY CHINA A SH FD | $448,965 | +3.6% | 31,265 | +2.4% | 0.03% | -13.3% |
Buy | DIMENSIONAL ETF TRUSTnatl mun bd etf | $449,593 | +1.2% | 9,305 | +0.1% | 0.03% | -13.3% | |
New | BLACKSTONE SECD LENDING FD | $441,286 | – | 17,701 | +100.0% | 0.03% | – | |
DEO | Buy | DIAGEO PLCspon adr new | $447,696 | +90.6% | 2,471 | +87.5% | 0.03% | +62.5% |
UBER | Sell | UBER TECHNOLOGIES INC | $436,541 | +25.7% | 13,771 | -1.9% | 0.03% | +8.3% |
CCL | Buy | CARNIVAL CORP | $439,749 | +31.0% | 43,325 | +4.0% | 0.03% | +13.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $448,775 | +9.0% | 4,932 | +13.7% | 0.03% | -7.1% |
FTLS | Sell | FIRST TR EXCH TRADED FD IIIlng/sht equity | $443,567 | +2.1% | 8,730 | -1.8% | 0.03% | -13.3% |
AMH | Buy | AMERICAN HOMES 4 RENTcl a | $439,134 | +29.7% | 13,963 | +24.3% | 0.03% | +13.0% |
New | PORTILLOS INC | $435,948 | – | 20,400 | +100.0% | 0.03% | – | |
GD | Buy | GENERAL DYNAMICS CORP | $418,775 | -7.1% | 1,835 | +1.0% | 0.02% | -19.4% |
IXN | New | ISHARES TRglobal tech etf | $428,396 | – | 7,881 | +100.0% | 0.02% | – |
USB | Buy | US BANCORP DEL | $432,957 | -10.8% | 12,010 | +7.9% | 0.02% | -24.2% |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $430,432 | -1.7% | 1,852 | +3.4% | 0.02% | -16.7% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $422,143 | – | 5,717 | +100.0% | 0.02% | – |
LEAD | Buy | SIREN ETF TRdivcn ldrs etf | $430,176 | +70.6% | 8,106 | +56.8% | 0.02% | +47.1% |
HDV | Sell | ISHARES TRcore high dv etf | $421,389 | -37.6% | 4,145 | -36.0% | 0.02% | -45.7% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $430,309 | +85.9% | 26,962 | +95.7% | 0.02% | +56.2% |
DON | Sell | WISDOMTREE TRus midcap divid | $427,514 | -1.0% | 10,432 | -0.6% | 0.02% | -13.8% |
TFI | Sell | SPDR SER TRnuveen blmbrg mu | $416,645 | -30.2% | 8,899 | -32.0% | 0.02% | -41.5% |
NUS | Buy | NU SKIN ENTERPRISES INCcl a | $406,008 | -6.3% | 10,328 | +0.5% | 0.02% | -20.0% |
Sell | SHELL PLCspon ads | $414,451 | -2.5% | 7,203 | -3.5% | 0.02% | -17.2% | |
CMI | Buy | CUMMINS INC | $412,002 | +8.0% | 1,725 | +9.5% | 0.02% | -7.7% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $409,326 | +24.9% | 48,441 | -29.4% | 0.02% | +9.1% |
BOND | Sell | PIMCO ETF TRactive bd etf | $414,612 | -46.2% | 4,470 | -47.5% | 0.02% | -54.7% |
BBSA | Sell | J P MORGAN EXCHANGE TRADED Fbetabldrs 1-5yr | $418,305 | -3.9% | 8,767 | -5.3% | 0.02% | -20.0% |
VRSK | Sell | VERISK ANALYTICS INC | $411,742 | +7.9% | 2,146 | -0.8% | 0.02% | -7.7% |
XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $402,878 | +16.0% | 5,336 | +15.7% | 0.02% | 0.0% |
SLB | Sell | SCHLUMBERGER LTD | $406,319 | -19.4% | 8,275 | -12.2% | 0.02% | -29.4% |
HAL | Sell | HALLIBURTON CO | $411,316 | -27.6% | 13,000 | -10.0% | 0.02% | -38.5% |
ONEY | Buy | SPDR SER TRrussell yield | $399,702 | +21.8% | 4,238 | +21.0% | 0.02% | +4.5% |
LCR | Buy | LEUTHOLD FDS INCcore etf | $394,753 | +38.9% | 13,291 | +35.5% | 0.02% | +21.1% |
AI | New | C3 AI INCcl a | $386,324 | – | 11,508 | +100.0% | 0.02% | – |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $389,916 | +1.0% | 14,642 | +1.2% | 0.02% | -11.5% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $385,646 | +43.7% | 1,224 | +31.8% | 0.02% | +27.8% |
FRDM | New | EA SERIES TRUSTfreedom 100 em | $390,700 | – | 13,294 | +100.0% | 0.02% | – |
SMDV | Sell | PROSHARES TRruss 2000 divd | $390,104 | -7.2% | 6,391 | -6.7% | 0.02% | -20.7% |
MTB | New | M & T BK CORP | $399,358 | – | 3,340 | +100.0% | 0.02% | – |
AMLP | Buy | ALPS ETF TRalerian mlp | $389,432 | +24.1% | 10,076 | +22.3% | 0.02% | +9.5% |
SE | Buy | SEA LTDsponsord ads | $384,715 | +88.5% | 4,445 | +13.3% | 0.02% | +64.3% |
REGN | Buy | REGENERON PHARMACEUTICALS | $379,610 | +23.2% | 462 | +8.2% | 0.02% | +4.8% |
New | DUTCH BROS INCcl a | $384,273 | – | 12,149 | +100.0% | 0.02% | – | |
D | Sell | DOMINION ENERGY INC | $381,325 | -13.9% | 6,820 | -5.6% | 0.02% | -26.7% |
XLC | New | SELECT SECTOR SPDR TR | $384,283 | – | 6,629 | +100.0% | 0.02% | – |
PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $383,804 | -0.7% | 20,011 | -3.3% | 0.02% | -15.4% |
TMUS | Sell | T-MOBILE US INC | $380,060 | -29.0% | 2,624 | -31.4% | 0.02% | -40.5% |
QMOM | Sell | EA SERIES TRUSTus quan momentum | $372,182 | -10.8% | 8,257 | -9.1% | 0.02% | -21.4% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $380,049 | +8.3% | 4,127 | +1.4% | 0.02% | -8.3% |
TEL | Sell | TE CONNECTIVITY LTD | $373,151 | +14.0% | 2,845 | -0.2% | 0.02% | 0.0% |
C | Sell | CITIGROUP INC | $381,945 | -3.1% | 8,146 | -6.5% | 0.02% | -18.5% |
HL | Buy | HECLA MNG CO | $372,748 | +24.8% | 58,886 | +9.7% | 0.02% | +10.0% |
IWY | Sell | ISHARES TRrus tp200 gr etf | $358,046 | +5.0% | 2,577 | -8.9% | 0.02% | -8.7% |
VICI | Sell | VICI PPTYS INC | $356,364 | -3.7% | 10,925 | -4.3% | 0.02% | -16.0% |
CHRW | Sell | C H ROBINSON WORLDWIDE INC | $363,703 | +5.0% | 3,660 | -3.3% | 0.02% | -12.5% |
OXY | Buy | OCCIDENTAL PETE CORP | $355,234 | +0.3% | 5,690 | +1.2% | 0.02% | -12.5% |
EVR | Buy | EVERCORE INCclass a | $351,808 | +9.9% | 3,049 | +3.9% | 0.02% | -4.5% |
ROKU | New | ROKU INC | $351,084 | – | 5,334 | +100.0% | 0.02% | – |
AVTR | Buy | AVANTOR INC | $352,108 | +6.2% | 16,656 | +5.9% | 0.02% | -8.7% |
JPEM | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $355,773 | -26.2% | 7,048 | -27.9% | 0.02% | -36.4% |
VLU | Sell | SPDR SER TRspdr s&p1500vl | $351,182 | -14.0% | 2,473 | -15.3% | 0.02% | -25.0% |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $351,913 | -1.1% | 8,642 | -5.5% | 0.02% | -12.5% |
SWKH | Buy | SWK HLDGS CORP | $366,773 | +1.8% | 20,536 | +0.5% | 0.02% | -16.0% |
MMC | Buy | MARSH & MCLENNAN COS INC | $365,279 | +11.5% | 2,193 | +10.8% | 0.02% | -4.5% |
LULU | Buy | LULULEMON ATHLETICA INC | $357,635 | +43.1% | 982 | +25.9% | 0.02% | +23.5% |
PPL | Buy | PPL CORP | $351,883 | -3.5% | 12,662 | +1.5% | 0.02% | -16.0% |
FVRR | New | FIVERR INTL LTD | $353,321 | – | 10,118 | +100.0% | 0.02% | – |
ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $347,418 | +7.6% | 27,507 | +4.6% | 0.02% | -9.1% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $337,564 | +5.9% | 7,252 | +3.6% | 0.02% | -9.1% |
CE | Buy | CELANESE CORP DEL | $339,083 | +10.3% | 3,114 | +3.5% | 0.02% | -4.8% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $342,691 | +30.0% | 2,596 | +7.9% | 0.02% | +11.1% |
PH | Buy | PARKER-HANNIFIN CORP | $346,351 | +57.1% | 1,030 | +36.1% | 0.02% | +33.3% |
CFO | New | VICTORY PORTFOLIOS II | $343,853 | – | 5,519 | +100.0% | 0.02% | – |
EFG | Sell | ISHARES TReafe grwth etf | $342,875 | -27.9% | 3,660 | -35.6% | 0.02% | -37.5% |
YUMC | Buy | YUM CHINA HLDGS INC | $336,583 | +16.6% | 5,310 | +0.5% | 0.02% | 0.0% |
ANSS | Sell | ANSYS INC | $343,782 | +36.3% | 1,033 | -1.1% | 0.02% | +17.6% |
CBOE | New | CBOE GLOBAL MKTS INC | $346,681 | – | 2,583 | +100.0% | 0.02% | – |
MTUM | Sell | ISHARES TRmsci usa mmentm | $324,248 | -23.3% | 2,332 | -19.5% | 0.02% | -34.5% |
DWAS | Sell | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $319,495 | -11.0% | 4,337 | -12.1% | 0.02% | -24.0% |
STLA | Sell | STELLANTIS N.V | $321,932 | +23.7% | 17,698 | -3.4% | 0.02% | +5.6% |
ASML | Buy | ASML HOLDING N V | $331,415 | +33.1% | 487 | +6.8% | 0.02% | +11.8% |
AU | Buy | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $326,130 | +25.6% | 13,482 | +0.8% | 0.02% | +5.6% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $325,320 | -51.0% | 2,221 | -49.0% | 0.02% | -57.8% |
SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $318,531 | – | 5,641 | +100.0% | 0.02% | – |
CLM | Buy | CORNERSTONE STRATEGIC VALUE | $316,680 | +14.1% | 40,652 | +7.9% | 0.02% | 0.0% |
O | Sell | REALTY INCOME CORP | $329,198 | -0.4% | 5,199 | -0.2% | 0.02% | -17.4% |
MU | Sell | MICRON TECHNOLOGY INC | $317,688 | +14.3% | 5,265 | -5.3% | 0.02% | 0.0% |
PSET | Buy | PRINCIPAL EXCHANGE TRADED FDquality etf | $331,019 | +34.1% | 6,296 | +27.1% | 0.02% | +11.8% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $304,394 | -6.6% | 8,667 | +6.3% | 0.02% | -18.2% |
IOO | ISHARES TRglobal 100 etf | $310,926 | +9.4% | 4,438 | 0.0% | 0.02% | -5.3% | |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $309,392 | +12.1% | 10,754 | +5.3% | 0.02% | -5.3% |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $310,581 | – | 5,822 | +100.0% | 0.02% | – |
AGZ | Sell | ISHARES TRagency bond etf | $306,832 | +0.7% | 2,835 | -0.9% | 0.02% | -14.3% |
LUV | New | SOUTHWEST AIRLS CO | $303,962 | – | 9,341 | +100.0% | 0.02% | – |
IIPR | Sell | INNOVATIVE INDL PPTYS INC | $303,016 | -32.0% | 3,988 | -9.4% | 0.02% | -40.0% |
IYF | New | ISHARES TRu.s. finls etf | $308,520 | – | 4,337 | +100.0% | 0.02% | – |
PXD | Buy | PIONEER NAT RES CO | $292,497 | +2.7% | 1,432 | +14.8% | 0.02% | -10.5% |
FAX | Sell | ABRDN ASIA PACIFIC INCOME FU | $296,858 | -3.9% | 111,601 | -5.0% | 0.02% | -19.0% |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $298,275 | -28.3% | 4,895 | -32.7% | 0.02% | -39.3% |
QARP | New | DBX ETF TRxtrckr rusl 1000 | $292,590 | – | 7,426 | +100.0% | 0.02% | – |
FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $293,658 | +8.3% | 6,060 | +7.2% | 0.02% | -10.5% |
FISV | Sell | FISERV INC | $284,044 | +1.6% | 2,513 | -9.2% | 0.02% | -10.5% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $283,341 | +13.4% | 4,459 | +4.6% | 0.02% | 0.0% |
HASI | Sell | HANNON ARMSTRONG SUST INFR C | $298,870 | -34.4% | 10,450 | -33.5% | 0.02% | -45.2% |
USMV | Sell | ISHARES TRmsci usa min vol | $298,408 | -36.4% | 4,102 | -37.0% | 0.02% | -46.9% |
COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $293,718 | -22.7% | 10,866 | -19.4% | 0.02% | -34.6% |
KMI | Buy | KINDER MORGAN INC DEL | $286,792 | +0.4% | 16,379 | +3.6% | 0.02% | -15.0% |
MPLX | Buy | MPLX LP | $295,826 | +5.6% | 8,587 | +0.6% | 0.02% | -10.5% |
ROK | Buy | ROCKWELL AUTOMATION INC | $295,125 | +19.0% | 1,006 | +4.5% | 0.02% | 0.0% |
SHOP | Sell | SHOPIFY INCcl a | $294,304 | -58.5% | 6,139 | -69.9% | 0.02% | -64.6% |
SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $284,990 | +23.2% | 1,083 | -5.0% | 0.02% | +6.2% |
G | Buy | GENPACT LIMITED | $285,132 | +3.5% | 6,169 | +3.7% | 0.02% | -10.5% |
DOV | Sell | DOVER CORP | $279,114 | -3.8% | 1,837 | -14.3% | 0.02% | -20.0% |
AC | New | ASSOCIATED CAP GROUP INCcl a | $279,379 | – | 7,561 | +100.0% | 0.02% | – |
BYLD | New | ISHARES TRyld optim bd | $272,329 | – | 12,356 | +100.0% | 0.02% | – |
TTD | Sell | THE TRADE DESK INC | $270,684 | +32.7% | 4,444 | -2.4% | 0.02% | +14.3% |
SCCO | Buy | SOUTHERN COPPER CORP | $274,246 | +35.3% | 3,597 | +7.1% | 0.02% | +14.3% |
SPD | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $274,025 | – | 10,712 | +100.0% | 0.02% | – |
STIP | Sell | ISHARES TR0-5 yr tips etf | $279,332 | -3.0% | 2,815 | -5.2% | 0.02% | -20.0% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $267,249 | -25.0% | 1,655 | -20.5% | 0.02% | -33.3% |
FXY | Buy | INVESCO CURRENCYSHARES JAPANjapanese yen | $279,205 | +12.8% | 3,981 | +14.4% | 0.02% | -5.9% |
GSBD | Sell | GOLDMAN SACHS BDC INC | $270,361 | -9.2% | 19,807 | -8.7% | 0.02% | -20.0% |
Sell | DIMENSIONAL ETF TRUSTinternatnal val | $275,019 | -44.0% | 8,533 | -47.2% | 0.02% | -52.9% | |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $272,006 | -21.7% | 5,484 | -22.3% | 0.02% | -33.3% |
GWRS | Buy | GLOBAL WTR RES INC | $274,318 | -4.5% | 22,069 | +2.0% | 0.02% | -20.0% |
TDVG | Sell | T ROWE PRICE ETF INCprice div grwt | $277,067 | -7.6% | 8,671 | -9.3% | 0.02% | -20.0% |
CSQ | Buy | CALAMOS STRATEGIC TOTAL RETU | $267,886 | +4.7% | 19,135 | +0.3% | 0.02% | -5.9% |
ENFR | Buy | ALPS ETF TRalerian energy | $271,350 | +22.6% | 12,963 | +23.9% | 0.02% | +6.7% |
NEM | Buy | NEWMONT CORP | $268,964 | +20.3% | 5,487 | +15.9% | 0.02% | +6.7% |
NUAG | Sell | NUSHARES ETF TRnuveen enhnc yld | $259,160 | -6.8% | 12,329 | -9.3% | 0.02% | -21.1% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $255,371 | -66.2% | 6,050 | -64.9% | 0.02% | -71.2% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $258,766 | +13.5% | 1,196 | +5.2% | 0.02% | -6.2% |
SNOW | Sell | SNOWFLAKE INCcl a | $258,127 | -2.9% | 1,673 | -9.7% | 0.02% | -16.7% |
NUE | Sell | NUCOR CORP | $264,809 | +1.1% | 1,714 | -13.7% | 0.02% | -16.7% |
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $259,877 | – | 4,195 | +100.0% | 0.02% | – |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $264,631 | +11.0% | 740 | +5.3% | 0.02% | -6.2% |
AJG | New | GALLAGHER ARTHUR J & CO | $251,083 | – | 1,312 | +100.0% | 0.02% | – |
New | HIVE BLOCKCHAIN TECHNLGIES L | $260,890 | – | 79,298 | +100.0% | 0.02% | – | |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $256,728 | +11.7% | 5,876 | +9.0% | 0.02% | -6.2% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $262,286 | +15.0% | 1,774 | -4.2% | 0.02% | -6.2% |
QYLG | Buy | GLOBAL X FDSnasdq 100 cvrdgw | $255,887 | +22.7% | 10,102 | +7.2% | 0.02% | +7.1% |
GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $254,028 | +0.7% | 2,537 | +0.3% | 0.02% | -11.8% |
VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $250,227 | +8.5% | 1,343 | +1.4% | 0.02% | -6.2% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $248,706 | +5.3% | 2,434 | -9.2% | 0.02% | -6.2% |
IQV | Buy | IQVIA HLDGS INC | $260,546 | -1.9% | 1,310 | +1.1% | 0.02% | -16.7% |
PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $263,730 | – | 4,058 | +100.0% | 0.02% | – |
QGEN | Buy | QIAGEN NV | $261,342 | -5.6% | 5,690 | +2.5% | 0.02% | -21.1% |
RSSS | Buy | RESEARCH SOLUTIONS INC | $249,401 | +5.6% | 124,080 | +0.8% | 0.02% | -6.2% |
FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $254,382 | -43.7% | 12,796 | -44.1% | 0.02% | -51.6% |
BBY | Buy | BEST BUY INC | $252,744 | +4.6% | 3,229 | +7.2% | 0.02% | -6.2% |
ZS | New | ZSCALER INC | $257,493 | – | 2,204 | +100.0% | 0.02% | – |
APH | Buy | AMPHENOL CORP NEWcl a | $239,755 | +13.3% | 2,934 | +5.6% | 0.01% | 0.0% |
FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $238,377 | +0.3% | 10,148 | +4.6% | 0.01% | -12.5% |
MSOS | Sell | ADVISORSHARES TRpure us cannabis | $245,028 | -22.7% | 43,063 | -5.0% | 0.01% | -36.4% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $245,171 | -71.0% | 6,452 | -69.8% | 0.01% | -75.9% |
CALF | Sell | PACER FDS TRpacer us small | $232,075 | -3.5% | 6,098 | -8.8% | 0.01% | -12.5% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $244,529 | +2.8% | 4,417 | -5.9% | 0.01% | -12.5% |
BFLY | BUTTERFLY NETWORK INC | $246,227 | -23.6% | 130,972 | 0.0% | 0.01% | -36.4% | |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $241,673 | – | 2,885 | +100.0% | 0.01% | – |
MET | Sell | METLIFE INC | $242,831 | -53.9% | 4,191 | -42.4% | 0.01% | -61.1% |
RBLX | New | ROBLOX CORPcl a | $237,135 | – | 5,272 | +100.0% | 0.01% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $234,036 | – | 137 | +100.0% | 0.01% | – |
OIH | Sell | VANECK ETF TRUSToil services etf | $239,404 | -19.2% | 864 | -11.4% | 0.01% | -30.0% |
New | DIMENSIONAL ETF TRUSTintl core equity | $233,967 | – | 9,722 | +100.0% | 0.01% | – | |
WPM | New | WHEATON PRECIOUS METALS CORP | $246,964 | – | 5,128 | +100.0% | 0.01% | – |
SCHJ | SCHWAB STRATEGIC TR1 5yr corp bd | $231,689 | +1.4% | 4,871 | 0.0% | 0.01% | -12.5% | |
IGIB | Sell | ISHARES TR | $231,008 | -29.3% | 4,505 | -31.7% | 0.01% | -36.4% |
SQ | Sell | BLOCK INCcl a | $247,552 | -15.5% | 3,606 | -22.6% | 0.01% | -30.0% |
IJK | ISHARES TRs&p mc 400gr etf | $246,022 | +4.7% | 3,440 | 0.0% | 0.01% | -12.5% | |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $241,446 | +5.0% | 2,114 | +11.4% | 0.01% | -12.5% |
IXC | New | ISHARES TRglobal energ etf | $244,321 | – | 6,470 | +100.0% | 0.01% | – |
XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $247,695 | -2.0% | 4,727 | 0.0% | 0.01% | -17.6% | |
CARR | New | CARRIER GLOBAL CORPORATION | $223,077 | – | 4,876 | +100.0% | 0.01% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $222,095 | – | 1,515 | +100.0% | 0.01% | – |
AXON | New | AXON ENTERPRISE INC | $227,323 | – | 1,011 | +100.0% | 0.01% | – |
PNC | Sell | PNC FINL SVCS GROUP INC | $215,432 | -45.5% | 1,695 | -32.2% | 0.01% | -51.9% |
SWZ | Buy | SWISS HELVETIA FD INC | $214,356 | +13.6% | 27,031 | +8.3% | 0.01% | 0.0% |
PAYX | Sell | PAYCHEX INC | $218,869 | -4.1% | 1,910 | -3.3% | 0.01% | -18.8% |
BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $229,358 | +20.4% | 11,853 | -5.9% | 0.01% | 0.0% |
Buy | GSK PLCsponsored adr | $230,280 | +9.4% | 6,472 | +8.0% | 0.01% | -7.1% | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $226,540 | -18.4% | 2,172 | -19.7% | 0.01% | -31.6% |
IWS | Buy | ISHARES TRrus mdcp val etf | $228,648 | +0.9% | 2,153 | +0.1% | 0.01% | -13.3% |
NXPI | New | NXP SEMICONDUCTORS N V | $217,430 | – | 1,166 | +100.0% | 0.01% | – |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $215,483 | -41.8% | 2,829 | -43.3% | 0.01% | -48.0% |
KEMQ | Sell | KRANESHARES TRemrng mkt cons | $215,714 | -18.6% | 14,185 | -21.7% | 0.01% | -27.8% |
AEPPZ | Buy | AMERICAN ELEC PWR CO INCunit 08/15/2023 | $219,738 | +0.7% | 4,364 | +3.1% | 0.01% | -13.3% |
DLN | New | WISDOMTREE TRus largecap divd | $220,666 | – | 3,567 | +100.0% | 0.01% | – |
JPSE | Sell | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $219,332 | -26.7% | 5,503 | -28.8% | 0.01% | -35.0% |
EVT | Buy | EATON VANCE TAX ADVT DIV INC | $221,239 | +5.7% | 9,785 | +6.6% | 0.01% | -7.1% |
MBWM | Sell | MERCANTILE BK CORP | $214,060 | -14.8% | 7,000 | -6.7% | 0.01% | -23.5% |
ISCF | Buy | ISHARES TRinternational sl | $230,597 | +8.4% | 7,419 | +4.6% | 0.01% | -13.3% |
XSVM | Sell | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $201,512 | -35.5% | 4,426 | -35.2% | 0.01% | -42.9% |
RY | Sell | ROYAL BK CDA SUSTAINABL | $206,070 | +0.5% | 2,156 | -1.1% | 0.01% | -14.3% |
PKI | Buy | PERKINELMER INC | $212,121 | -3.4% | 1,592 | +1.7% | 0.01% | -20.0% |
New | OWLET INC | $202,760 | – | 625,031 | +100.0% | 0.01% | – | |
NUV | Buy | NUVEEN MUN VALUE FD INC | $206,707 | +2.9% | 23,463 | +0.4% | 0.01% | -14.3% |
NAZ | Buy | NUVEEN ARIZONA QLTY MUN INC | $206,830 | +28.2% | 18,304 | +26.6% | 0.01% | +9.1% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $209,566 | -31.5% | 1,262 | -38.6% | 0.01% | -42.9% |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $211,270 | – | 3,734 | +100.0% | 0.01% | – |
AOA | New | ISHARES TRaggres alloc etf | $203,135 | – | 3,194 | +100.0% | 0.01% | – |
IYR | New | ISHARES TRu.s. real es etf | $202,232 | – | 2,382 | +100.0% | 0.01% | – |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $210,370 | +2.6% | 2,047 | +0.6% | 0.01% | -14.3% |
IUSG | Sell | ISHARES TRcore s&p us gwt | $203,958 | -7.2% | 2,298 | -14.8% | 0.01% | -20.0% |
PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $209,028 | +1.8% | 1,596 | +2.6% | 0.01% | -14.3% |
PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $203,868 | – | 1,447 | +100.0% | 0.01% | – |
ETR | Buy | ENTERGY CORP NEW | $211,494 | +5.6% | 1,963 | +10.2% | 0.01% | -14.3% |
EFT | Buy | EATON VANCE FLTING RATE INC | $197,843 | +10.1% | 17,189 | +6.1% | 0.01% | 0.0% |
AAL | Buy | AMERICAN AIRLS GROUP INC | $198,546 | +156.7% | 13,461 | +34.6% | 0.01% | +140.0% |
ARKF | Sell | ARK ETF TRfintech innova | $205,131 | +22.7% | 10,905 | -6.9% | 0.01% | +9.1% |
IGR | Sell | CBRE GBL REAL ESTATE INC FD | $195,132 | -14.6% | 36,748 | -7.9% | 0.01% | -31.2% |
BTAI | New | BIOXCEL THERAPEUTICS INC | $186,600 | – | 10,000 | +100.0% | 0.01% | – |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $179,704 | +34.2% | 15,654 | +30.7% | 0.01% | +22.2% |
LABU | New | DIREXION SHS ETF TRsp biotch bl new | $173,510 | – | 35,338 | +100.0% | 0.01% | – |
PLUG | Sell | PLUG POWER INC | $168,358 | -15.1% | 14,365 | -10.4% | 0.01% | -28.6% |
AGNC | Buy | AGNC INVT CORP | $171,699 | +34.0% | 17,034 | +37.5% | 0.01% | +11.1% |
FAM | Buy | FIRST TR ABRDN GBL OPP INCM | $176,048 | +2.2% | 29,390 | +2.3% | 0.01% | -16.7% |
MIN | Sell | MFS INTER INCOME TRsh ben int | $151,128 | -6.1% | 54,559 | -6.5% | 0.01% | -18.2% |
NTIC | New | NORTHERN TECHNOLOGIES INTL C | $154,204 | – | 13,035 | +100.0% | 0.01% | – |
NAPA | New | DUCKHORN PORTFOLIO INC | $159,000 | – | 10,000 | +100.0% | 0.01% | – |
MCR | Sell | MFS CHARTER INCOME TRsh ben int | $130,594 | -22.8% | 20,762 | -24.5% | 0.01% | -33.3% |
NIM | Sell | NUVEEN SELECT MAT MUN FDsh ben int | $137,795 | -9.9% | 14,929 | -11.5% | 0.01% | -20.0% |
OPEN | OPENDOOR TECHNOLOGIES INC | $142,479 | +51.7% | 80,954 | 0.0% | 0.01% | +33.3% | |
NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $130,782 | – | 12,109 | +100.0% | 0.01% | – |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $134,269 | +0.7% | 12,075 | +3.0% | 0.01% | -11.1% |
SPE | SPECIAL OPPORTUNITIES FD INC | $116,894 | -4.0% | 10,685 | 0.0% | 0.01% | -12.5% | |
PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $115,426 | -4.5% | 11,142 | 0.0% | 0.01% | -12.5% | |
New | DIREXION SHS ETF TRtsla bull 1.5x | $127,900 | – | 10,000 | +100.0% | 0.01% | – | |
Sell | LUCID GROUP INC | $124,708 | +1.5% | 15,511 | -13.7% | 0.01% | -12.5% | |
VGM | New | INVESCO TR INVT GRADE MUNS | $108,843 | – | 10,950 | +100.0% | 0.01% | – |
ERC | Buy | ALLSPRING MULTI SECTOR INCOM | $105,337 | -5.3% | 11,512 | +1.4% | 0.01% | -25.0% |
Buy | WESTERN DIGITAL CORP.note 1.500% 2/0 | $107,968 | +223.9% | 112,000 | +220.0% | 0.01% | +200.0% | |
META | Buy | LISTED FD TRroundhill ball | $96,381 | +33.2% | 10,275 | +2.0% | 0.01% | +20.0% |
CIK | Buy | CREDIT SUISSE ASSET MGMT INC | $109,666 | +16.0% | 42,672 | +13.7% | 0.01% | 0.0% |
PRTS | CARPARTS COM INC | $110,741 | -14.7% | 20,738 | 0.0% | 0.01% | -33.3% | |
PCT | PURECYCLE TECHNOLOGIES INC | $95,900 | +3.6% | 13,700 | 0.0% | 0.01% | 0.0% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $77,456 | -2.4% | 12,636 | 0.0% | 0.01% | 0.0% | |
New | HALEON PLCspon ads | $82,451 | – | 10,129 | +100.0% | 0.01% | – | |
New | VISHAY INTERTECHNOLOGY INCnote 2.250% 6/1 | $78,414 | – | 79,000 | +100.0% | 0.01% | – | |
LFST | LIFESTANCE HEALTH GROUP INC | $83,640 | +50.4% | 11,257 | 0.0% | 0.01% | +25.0% | |
DSM | BNY MELLON STRATEGIC MUN BD | $75,161 | +4.0% | 12,506 | 0.0% | 0.00% | -20.0% | |
GRINDR INC*w exp 11/18/202 | $65,257 | +85.4% | 73,322 | 0.0% | 0.00% | +100.0% | ||
RSI | Sell | RUSH STREET INTERACTIVE INC | $64,511 | -14.2% | 20,743 | -1.0% | 0.00% | -20.0% |
New | NABORS INDS INCnote 0.750% 1/1 | $56,198 | – | 59,000 | +100.0% | 0.00% | – | |
HIO | Buy | WESTERN ASSET HIGH INCOME OP | $52,029 | -2.2% | 13,656 | +1.4% | 0.00% | -25.0% |
OPK | New | OPKO HEALTH INC | $45,778 | – | 31,355 | +100.0% | 0.00% | – |
RIGL | Sell | RIGEL PHARMACEUTICALS INC | $27,452 | -19.7% | 20,797 | -8.8% | 0.00% | 0.0% |
GALT | GALECTIN THERAPEUTICS INC | $26,055 | +85.8% | 12,407 | 0.0% | 0.00% | +100.0% | |
BOSC | BOS BETTER ONLINE SOLUTIONS | $26,743 | +28.1% | 10,000 | 0.0% | 0.00% | +100.0% | |
VVR | New | INVESCO SR INCOME TR | $39,250 | – | 10,666 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcall | $26,400 | – | 20,000 | +100.0% | 0.00% | – |
PLBY | Buy | PLBY GROUP INC | $24,156 | -26.8% | 12,200 | +1.7% | 0.00% | -50.0% |
REKR | REKOR SYSTEMS INC | $12,519 | +4.2% | 10,015 | 0.0% | 0.00% | 0.0% | |
INO | New | INOVIO PHARMACEUTICALS INC | $16,400 | – | 20,000 | +100.0% | 0.00% | – |
MTNB | Sell | MATINAS BIOPHARMA HLDGS INC | $12,967 | -13.8% | 27,590 | -8.3% | 0.00% | 0.0% |
HRTX | New | HERON THERAPEUTICS INC | $15,499 | – | 10,264 | +100.0% | 0.00% | – |
OCGN | Buy | OCUGEN INC | $25,619 | -7.2% | 30,030 | +41.5% | 0.00% | -50.0% |
FUBO | Sell | FUBOTV INC | $15,173 | -64.9% | 12,540 | -49.5% | 0.00% | -66.7% |
CRNT | CERAGON NETWORKS LTDord | $25,050 | -12.6% | 15,000 | 0.0% | 0.00% | -50.0% | |
ISR | New | PERSPECTIVE THERAPEUTICS INC | $25,520 | – | 40,000 | +100.0% | 0.00% | – |
AWH | New | ASPIRA WOMENS HEALTH INC | $22,097 | – | 60,375 | +100.0% | 0.00% | – |
PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -10,000 | -100.0% | 0.00% | – |
New | CBRE GBL REAL ESTATE INC FDright 04/06/2023 | $1,140 | – | 36,890 | +100.0% | 0.00% | – | |
BHG | BRIGHT HEALTH GROUP INC | $2,369 | -66.1% | 10,753 | 0.0% | 0.00% | – | |
PBR | New | PETROLEO BRASILEIRO SA PETROcall | $200 | – | 10,000 | +100.0% | 0.00% | – |
ATIP | Sell | ATI PHYSICAL THERAPY INC | $5,338 | -85.5% | 21,000 | -82.6% | 0.00% | -100.0% |
VERB | VERB TECHNOLOGY CO INC | $1,271 | -27.0% | 10,601 | 0.0% | 0.00% | – | |
SRNE | Exit | SORRENTO THERAPEUTICS INC | $0 | – | -10,876 | -100.0% | -0.00% | – |
VUZI | Exit | VUZIX CORP | $0 | – | -19,539 | -100.0% | -0.01% | – |
Exit | WARNER BROS DISCOVERY INC | $0 | – | -10,004 | -100.0% | -0.01% | – | |
STNE | Exit | STONECO LTD | $0 | – | -10,363 | -100.0% | -0.01% | – |
PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -11,036 | -100.0% | -0.01% | – |
PATH | Exit | UIPATH INCcl a | $0 | – | -11,191 | -100.0% | -0.01% | – |
PIE | Exit | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $0 | – | -10,063 | -100.0% | -0.01% | – |
PFXF | Exit | VANECK ETF TRUSTpreferred securt | $0 | – | -11,343 | -100.0% | -0.01% | – |
STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -10,291 | -100.0% | -0.01% | – |
UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,080 | -100.0% | -0.01% | – |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -7,090 | -100.0% | -0.01% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -4,689 | -100.0% | -0.01% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -6,044 | -100.0% | -0.01% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,062 | -100.0% | -0.01% | – |
Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -9,541 | -100.0% | -0.01% | – | |
PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -662 | -100.0% | -0.01% | – |
FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -3,824 | -100.0% | -0.02% | – |
SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -12,761 | -100.0% | -0.02% | – |
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -765 | -100.0% | -0.02% | – |
JPIN | Exit | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $0 | – | -4,479 | -100.0% | -0.02% | – |
DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -6,705 | -100.0% | -0.02% | – |
ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -11,732 | -100.0% | -0.02% | – |
FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -4,441 | -100.0% | -0.02% | – |
XYLD | Exit | GLOBAL X FDSs&p 500 covered | $0 | – | -6,138 | -100.0% | -0.02% | – |
QSY | Exit | WISDOMTREE TRwisdomtree us va | $0 | – | -4,112 | -100.0% | -0.02% | – |
RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -5,553 | -100.0% | -0.02% | – |
NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -20,543 | -100.0% | -0.02% | – |
CMA | Exit | COMERICA INC | $0 | – | -3,847 | -100.0% | -0.02% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,129 | -100.0% | -0.02% | – |
DLTR | Exit | DOLLAR TREE INC | $0 | – | -1,907 | -100.0% | -0.02% | – |
SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -17,340 | -100.0% | -0.02% | – |
PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -3,564 | -100.0% | -0.02% | – |
FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -6,164 | -100.0% | -0.02% | – |
VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -30,475 | -100.0% | -0.03% | – |
DIV | Exit | GLOBAL X FDSglobx supdv us | $0 | – | -25,066 | -100.0% | -0.03% | – |
ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -8,922 | -100.0% | -0.03% | – |
RYU | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $0 | – | -4,131 | -100.0% | -0.03% | – |
ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -9,677 | -100.0% | -0.03% | – |
FUMB | Exit | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $0 | – | -24,488 | -100.0% | -0.03% | – |
TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -21,221 | -100.0% | -0.03% | – |
DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -20,329 | -100.0% | -0.03% | – |
STOR | Exit | STORE CAP CORP | $0 | – | -16,543 | -100.0% | -0.04% | – |
ISDX | Exit | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $0 | – | -19,606 | -100.0% | -0.04% | – |
HTRB | Exit | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $0 | – | -17,499 | -100.0% | -0.04% | – |
LIN | Exit | LINDE PLC | $0 | – | -2,056 | -100.0% | -0.05% | – |
RAFE | Exit | PIMCO EQUITY SERrafi esg us | $0 | – | -24,361 | -100.0% | -0.05% | – |
FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -15,310 | -100.0% | -0.05% | – |
TRTY | Exit | CAMBRIA ETF TRtrinity | $0 | – | -27,879 | -100.0% | -0.05% | – |
VAMO | Exit | CAMBRIA ETF TRvalue momentum | $0 | – | -26,402 | -100.0% | -0.05% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -7,090 | -100.0% | -0.05% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -17,638 | -100.0% | -0.06% | – |
HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -23,757 | -100.0% | -0.06% | – |
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -32,606 | -100.0% | -0.06% | – |
BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -46,738 | -100.0% | -0.07% | – |
TBX | Exit | PROSHARES TRsht 7-10 yr tr | $0 | – | -35,485 | -100.0% | -0.07% | – |
GPC | Exit | GENUINE PARTS CO | $0 | – | -6,030 | -100.0% | -0.07% | – |
XLSR | Exit | SSGA ACTIVE TRspdr ssga us sct | $0 | – | -27,703 | -100.0% | -0.07% | – |
RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -102,778 | -100.0% | -0.17% | – |
SPDN | Exit | DIREXION SHS ETF TRdly s&p500 br 1x | $0 | – | -265,091 | -100.0% | -0.30% | – |
PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -391,303 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
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 | 2024-01-10 |
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 |
13F-HR | 2022-04-11 |
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.