$468 Million is the total value of Avior Wealth Management, LLC's 740 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 15.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MGK | Sell | VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETFetf | $17,126,000 | +7.5% | 133,619 | -0.2% | 3.66% | +1.9% |
VOE | Sell | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf | $12,359,000 | +1.2% | 109,305 | -1.1% | 2.64% | -4.1% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $10,810,000 | +2.4% | 249,832 | +1.5% | 2.31% | -3.0% |
MGV | Sell | VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETFetf | $10,184,000 | +6.4% | 127,234 | -1.0% | 2.17% | +0.8% |
VOT | Sell | VANGUARD MID CAP GROWTH ETFetf | $10,056,000 | +3.9% | 70,569 | -2.0% | 2.15% | -1.5% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $8,753,000 | +6.0% | 261,049 | +4.4% | 1.87% | +0.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $8,104,000 | +12.5% | 37,951 | -1.7% | 1.73% | +6.5% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $7,895,000 | +8.9% | 90,658 | +3.8% | 1.68% | +3.1% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $7,774,000 | +6.7% | 29,112 | -0.3% | 1.66% | +1.0% |
AAPL | Buy | APPLE INCstock | $6,875,000 | +25.9% | 30,806 | +3.8% | 1.47% | +19.3% |
VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $6,634,000 | +1.9% | 47,604 | -0.7% | 1.42% | -3.5% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $6,151,000 | +1.1% | 76,245 | +2.0% | 1.31% | -4.3% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $6,124,000 | +5.0% | 30,426 | +1.6% | 1.31% | -0.6% |
LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $5,660,000 | +0.8% | 49,252 | +0.5% | 1.21% | -4.5% |
VOOV | Buy | VANGUARD S&P 500 VALUE ETFetf | $5,592,000 | +7.9% | 50,059 | +2.6% | 1.19% | +2.2% |
AMZN | Buy | AMAZON.COM INCstock | $5,376,000 | +19.4% | 2,684 | +1.4% | 1.15% | +13.2% |
SCHM | Sell | SCHWAB US MID-CAP ETFetf | $5,149,000 | -0.3% | 89,018 | -5.4% | 1.10% | -5.5% |
SCHA | Sell | SCHWAB ETFS- US SMALL-CAP ETFetf | $5,007,000 | -2.6% | 65,730 | -6.0% | 1.07% | -7.8% |
SCHX | Sell | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $4,817,000 | -0.8% | 69,250 | -7.3% | 1.03% | -6.0% |
MSFT | Buy | MICROSOFTstock | $4,714,000 | +16.4% | 41,928 | +0.9% | 1.01% | +10.2% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $4,546,000 | +5.1% | 39,245 | -0.0% | 0.97% | -0.5% |
VTV | Buy | VANGUARD VALUE ETFetf | $4,537,000 | +10.2% | 40,992 | +3.4% | 0.97% | +4.4% |
UNP | Buy | UNION PAC CORP COMstock | $4,539,000 | +17.4% | 28,224 | +3.0% | 0.97% | +11.1% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $4,399,000 | +1.4% | 81,525 | +3.2% | 0.94% | -4.0% |
IVOV | Buy | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $4,250,000 | +4.6% | 32,993 | +0.9% | 0.91% | -1.0% |
SCHO | Buy | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $4,242,000 | +7.6% | 85,851 | +8.3% | 0.91% | +2.0% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $4,058,000 | -7.4% | 77,109 | -2.4% | 0.87% | -12.3% |
BND | Sell | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $3,922,000 | -1.5% | 49,839 | -0.9% | 0.84% | -6.7% |
BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $3,801,000 | -3.5% | 48,707 | -3.3% | 0.81% | -8.7% |
IJJ | Buy | ISHARES S&P MIDCAP 400 VALUE ETFetf | $3,666,000 | +7.0% | 21,911 | +3.7% | 0.78% | +1.4% |
IVV | Buy | ISHARES S&P 500 INDEXetf | $3,638,000 | +15.1% | 12,429 | +7.4% | 0.78% | +9.1% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,567,000 | +8.6% | 31,878 | +0.7% | 0.76% | +2.8% |
VBK | Sell | VANGUARD SMALL CAP GROWTH ETFetf | $3,512,000 | +4.7% | 18,746 | -1.7% | 0.75% | -0.8% |
FB | Sell | FACEBOOK INC CL Astock | $3,404,000 | -15.8% | 20,698 | -0.6% | 0.73% | -20.3% |
UNH | Sell | UNITEDHEALTH GROUPstock | $3,196,000 | +5.4% | 12,236 | -2.3% | 0.68% | -0.1% |
GOOGL | Sell | ALPHABET INC.stock | $3,173,000 | +6.3% | 2,655 | -0.3% | 0.68% | +0.6% |
BA | Buy | BOEING CO COMstock | $3,138,000 | +11.1% | 8,721 | +1.0% | 0.67% | +5.3% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $3,081,000 | +11.7% | 17,392 | +2.5% | 0.66% | +5.8% |
VV | Sell | VANGUARD LARGE CAPetf | $3,035,000 | +6.4% | 22,729 | -0.6% | 0.65% | +0.8% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $3,022,000 | +14.9% | 55,410 | +15.3% | 0.64% | +8.8% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $3,019,000 | +8.5% | 21,906 | -4.2% | 0.64% | +2.7% |
SHM | Sell | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $2,730,000 | -2.8% | 57,236 | -2.2% | 0.58% | -7.9% |
MA | Buy | MASTERCARD INCstock | $2,601,000 | +13.8% | 12,094 | +1.3% | 0.56% | +7.8% |
PFE | Sell | PFIZER INC COMstock | $2,562,000 | +19.8% | 58,760 | -0.4% | 0.55% | +13.5% |
SCHE | Buy | SCHWAB EMERGING MARKET EQ ETFetf | $2,497,000 | +7.4% | 97,131 | +8.1% | 0.53% | +1.7% |
SCHC | Buy | SCHWAB INTL SMALL CAP ETFetf | $2,478,000 | +3.0% | 69,491 | +4.2% | 0.53% | -2.4% |
ORCL | Sell | ORACLE CORPORATIONstock | $2,445,000 | +1.3% | 47,585 | -12.7% | 0.52% | -4.0% |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $2,388,000 | -3.6% | 58,234 | -0.9% | 0.51% | -8.6% |
HD | Buy | HOME DEPOTstock | $2,349,000 | +9.0% | 11,520 | +3.0% | 0.50% | +3.1% |
OKE | Buy | ONEOK INC NEW COMstock | $2,310,000 | +3.5% | 34,071 | +6.6% | 0.49% | -2.0% |
V | VISA INCstock | $2,304,000 | +13.3% | 15,352 | 0.0% | 0.49% | +7.4% | |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $2,298,000 | +6.2% | 27,483 | -0.0% | 0.49% | +0.8% |
FISV | Sell | FISERV INCstock | $2,262,000 | +10.1% | 26,869 | -0.3% | 0.48% | +4.3% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $2,242,000 | +8.6% | 21,319 | +0.6% | 0.48% | +3.0% |
ICF | Buy | ISHARES COHEN & STEERS RLTYetf | $2,244,000 | +0.6% | 22,425 | +0.4% | 0.48% | -4.8% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $2,225,000 | +2.5% | 35,730 | +3.3% | 0.48% | -2.9% |
VZ | Buy | VERIZON COMMUNICATIONSstock | $2,203,000 | +6.0% | 41,420 | +0.2% | 0.47% | +0.4% |
XOM | Sell | EXXON MOBIL CORP COMstock | $2,189,000 | -0.5% | 25,791 | -3.0% | 0.47% | -5.8% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $2,160,000 | +10.7% | 14,693 | -0.6% | 0.46% | +4.8% |
SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $2,148,000 | -1.8% | 25,850 | -1.5% | 0.46% | -6.9% |
HON | Buy | HONEYWELL INTL INCstock | $2,076,000 | +15.1% | 12,624 | +0.7% | 0.44% | +9.1% |
ABBV | Sell | ABBVIE INC COMstock | $2,027,000 | +1.8% | 21,540 | -0.1% | 0.43% | -3.6% |
SPY | Sell | SPDR S&P 500 ETFetf | $1,988,000 | +5.6% | 6,837 | -1.5% | 0.42% | 0.0% |
BAC | Buy | BANK AMER CORP COMstock | $1,978,000 | +39.3% | 67,129 | +33.3% | 0.42% | +31.9% |
CVX | Buy | CHEVRON CORP NEW COMstock | $1,943,000 | +2.3% | 15,937 | +5.5% | 0.42% | -3.0% |
DIS | Sell | DISNEY WALT CO COM DISNEYstock | $1,944,000 | +4.0% | 16,802 | -6.2% | 0.42% | -1.4% |
CUT | Buy | CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE CLEARETFetf | $1,911,000 | +3.5% | 59,776 | +5.0% | 0.41% | -1.9% |
NKE | Buy | NIKE INC CLASS Bstock | $1,870,000 | +7.7% | 22,800 | +1.6% | 0.40% | +2.0% |
HYG | Sell | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $1,846,000 | +0.4% | 21,359 | -1.1% | 0.39% | -4.8% |
SYK | Sell | STRYKER CORPstock | $1,812,000 | +4.1% | 10,399 | -0.6% | 0.39% | -1.3% |
MCD | Buy | MCDONALDS CORP COMstock | $1,784,000 | +7.9% | 10,725 | +1.7% | 0.38% | +2.1% |
SCHH | Sell | SCH US REIT ETFetf | $1,772,000 | -6.1% | 42,457 | -6.0% | 0.38% | -11.1% |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $1,703,000 | +2.4% | 7,558 | +0.9% | 0.36% | -2.9% |
AMGN | Sell | AMGEN INCstock | $1,677,000 | +11.1% | 8,088 | -1.1% | 0.36% | +5.3% |
IJK | Buy | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $1,565,000 | +7.6% | 6,719 | +3.9% | 0.33% | +1.8% |
ECL | Buy | ECOLAB INC COMstock | $1,562,000 | +11.2% | 10,123 | +0.3% | 0.33% | +5.0% |
SLB | Buy | SCHLUMBERGER LTD COMstock | $1,554,000 | -0.2% | 25,303 | +9.2% | 0.33% | -5.4% |
ESRX | Sell | EXPRESS SCRIPTS INCstock | $1,555,000 | +20.9% | 16,863 | -0.3% | 0.33% | +14.5% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $1,537,000 | +19.9% | 21,007 | +0.1% | 0.33% | +13.5% |
MMM | Sell | 3M CO COMstock | $1,533,000 | +4.5% | 7,279 | -1.8% | 0.33% | -1.2% |
DHR | Sell | DANAHER CORP DEL COMstock | $1,534,000 | +8.5% | 14,392 | -0.8% | 0.33% | +2.5% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $1,528,000 | -7.2% | 43,012 | -13.7% | 0.33% | -12.1% |
BLK | Buy | BLACKROCK INCstock | $1,526,000 | -3.4% | 3,254 | +1543.4% | 0.33% | -8.4% |
PEP | Sell | PEPSICO INC COMstock | $1,518,000 | +2.4% | 13,585 | -0.0% | 0.32% | -3.0% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,457,000 | -13.4% | 8,846 | -2.5% | 0.31% | -17.9% |
IJS | Buy | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $1,455,000 | +5.0% | 8,713 | +2.6% | 0.31% | -0.3% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,415,000 | +7.5% | 1,186 | +0.5% | 0.30% | +1.7% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,366,000 | +3.6% | 20,085 | +2.1% | 0.29% | -1.7% |
CSCO | Buy | CISCO SYS INCstock | $1,344,000 | +13.0% | 27,738 | +0.0% | 0.29% | +7.1% |
VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $1,313,000 | +20.3% | 17,321 | +19.5% | 0.28% | +13.8% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $1,304,000 | +3.9% | 11,789 | +6.0% | 0.28% | -1.8% |
UTX | Sell | UNITED TECHNOLOGIES CORP COMstock | $1,296,000 | -10.6% | 9,456 | -19.0% | 0.28% | -15.3% |
EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $1,298,000 | -4.1% | 12,037 | -5.1% | 0.28% | -9.2% |
IAU | Buy | ISHARES GOLD TRUST ETFetf | $1,232,000 | +4.8% | 107,812 | +10.2% | 0.26% | -0.8% |
AGN | ALLERGAN PLC SHSstock | $1,198,000 | +14.3% | 6,287 | 0.0% | 0.26% | +8.5% | |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $1,167,000 | +9.0% | 10,542 | -0.0% | 0.25% | +3.3% |
AOA | Buy | ISHARES TR S&P AGGRESSIVE ALLOCATION FDetf | $1,131,000 | +4.8% | 20,704 | +2.4% | 0.24% | -0.8% |
VO | Sell | VANGUARD MID CAPetf | $1,102,000 | +2.8% | 6,712 | -1.3% | 0.24% | -2.9% |
IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $1,046,000 | -1.2% | 20,188 | +97.7% | 0.22% | -6.7% |
ICE | INTERCONTINENTALEXCHINTLstock | $1,042,000 | +1.9% | 13,913 | 0.0% | 0.22% | -3.9% | |
IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $1,036,000 | +4.1% | 11,881 | -0.4% | 0.22% | -1.3% |
ADSK | AUTODESK INC COMstock | $1,003,000 | +19.1% | 6,424 | 0.0% | 0.21% | +12.6% | |
IWR | Sell | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $1,000,000 | +4.0% | 4,534 | -0.0% | 0.21% | -1.8% |
FLIC | FIRST LONG IS CORP COMstock | $973,000 | -12.4% | 44,721 | 0.0% | 0.21% | -16.8% | |
CCK | CROWN HOLDINGS INC COMstock | $974,000 | +7.3% | 20,292 | 0.0% | 0.21% | +1.5% | |
AER | AERCAP HOLDINGS NV SHSstock | $935,000 | +6.2% | 16,250 | 0.0% | 0.20% | +1.0% | |
UPS | UNITED PARCEL SERVICE INCstock | $931,000 | +9.9% | 7,977 | 0.0% | 0.20% | +4.2% | |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $923,000 | -20.3% | 21,612 | -23.5% | 0.20% | -24.5% |
SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $917,000 | +32.7% | 23,973 | +21.8% | 0.20% | +25.6% |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $912,000 | -3.3% | 5,250 | 0.0% | 0.20% | -8.5% | |
VUG | VANGUARD GROWTH ETFetf | $905,000 | +7.5% | 5,620 | 0.0% | 0.19% | +1.6% | |
DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $899,000 | +2.0% | 9,015 | +0.1% | 0.19% | -3.5% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $869,000 | +3.0% | 5,157 | +0.0% | 0.19% | -2.1% |
DE | DEERE & CO COMstock | $856,000 | +7.5% | 5,695 | 0.0% | 0.18% | +2.2% | |
GIL | Buy | GILDAN ACTIVEWEAR INC COMstock | $854,000 | +17.3% | 28,060 | +8.5% | 0.18% | +11.0% |
KO | Buy | COCA COLA CO COMstock | $846,000 | +5.2% | 18,316 | +0.0% | 0.18% | 0.0% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L Pstock | $849,000 | +3.3% | 29,565 | -0.4% | 0.18% | -2.2% |
MDYG | Buy | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf | $840,000 | +38.6% | 15,006 | +33.8% | 0.18% | +30.7% |
QCOM | Buy | QUALCOMM INCstock | $832,000 | +29.2% | 11,555 | +0.8% | 0.18% | +22.8% |
ARW | Buy | ARROW ELECTRS INC COMstock | $804,000 | +3.7% | 10,900 | +5.8% | 0.17% | -1.7% |
DOX | Buy | AMDOCS LTD SHSstock | $787,000 | +23.0% | 11,922 | +23.4% | 0.17% | +16.7% |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $783,000 | +1.7% | 13,433 | 0.0% | 0.17% | -4.0% | |
NVO | NOVO-NORDISK A S ADRadr | $776,000 | +2.1% | 16,470 | 0.0% | 0.17% | -2.9% | |
REGN | REGENERON PHARMACEUTICALS INCstock | $774,000 | +17.1% | 1,916 | 0.0% | 0.16% | +10.7% | |
MMP | Buy | MAGELLAN MIDSTREAM PARTNERS LPstock | $765,000 | +2.1% | 11,297 | +4.2% | 0.16% | -3.6% |
SPLG | Buy | SPDR PORTFOLIO LARGE CAP ETFetf | $738,000 | +7.4% | 21,666 | +0.5% | 0.16% | +1.9% |
CAKE | CHEESECAKE FACTORY INC COMstock | $737,000 | -2.8% | 13,759 | 0.0% | 0.16% | -8.2% | |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $736,000 | +0.7% | 15,215 | +1.7% | 0.16% | -4.8% |
BAM | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $729,000 | +10.0% | 16,360 | 0.0% | 0.16% | +4.7% | |
CB | Sell | CHUBB LIMITED COMstock | $711,000 | -22.3% | 5,321 | -26.1% | 0.15% | -26.2% |
STT | Sell | STATE STR CORP COMstock | $708,000 | -25.8% | 8,453 | -17.5% | 0.15% | -29.8% |
ETFC | Buy | E-TRADE FINANCIAL CORPstock | $708,000 | -8.4% | 13,522 | +7.0% | 0.15% | -13.2% |
FIZZ | Buy | NATIONAL BEVERAGE CORP COMstock | $699,000 | +20.5% | 5,995 | +10.4% | 0.15% | +13.7% |
FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $695,000 | +107.5% | 17,670 | 0.0% | 0.15% | +97.3% | |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $693,000 | +0.4% | 13,794 | +1.3% | 0.15% | -5.1% |
WDFC | Buy | WD-40 CO COMstock | $688,000 | +96.0% | 4,000 | +66.7% | 0.15% | +86.1% |
MGP | MGM GROWTH PPTYS LLC CL A COMreit | $681,000 | -3.1% | 23,079 | 0.0% | 0.14% | -8.2% | |
JCI | JOHNSON CTLS INCstock | $671,000 | +4.7% | 19,170 | 0.0% | 0.14% | -0.7% | |
ETN | EATON CORP PLC SHSstock | $665,000 | +16.1% | 7,668 | 0.0% | 0.14% | +10.1% | |
ROLL | RBC BEARINGS INC COMstock | $666,000 | +16.8% | 4,429 | 0.0% | 0.14% | +10.9% | |
EXPD | EXPEDITORS INTL WASH INC COMstock | $663,000 | +0.6% | 9,010 | 0.0% | 0.14% | -4.7% | |
OMC | OMNICOM GROUP INC COMstock | $660,000 | -10.8% | 9,703 | 0.0% | 0.14% | -15.6% | |
SITE | SITEONE LANDSCAPE SUPPLY INC COMstock | $646,000 | -10.2% | 8,568 | 0.0% | 0.14% | -14.8% | |
WHR | Buy | WHIRLPOOL CORP COMstock | $642,000 | -15.3% | 5,408 | +4.3% | 0.14% | -19.9% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $640,000 | +13.5% | 2 | 0.0% | 0.14% | +7.9% | |
IGE | Sell | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $637,000 | -2.9% | 17,779 | -0.1% | 0.14% | -8.1% |
T | Buy | AT&T INC COMstock | $637,000 | +53.1% | 18,930 | +46.9% | 0.14% | +44.7% |
IJT | Buy | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $630,000 | +8.1% | 3,122 | +1.1% | 0.13% | +2.3% |
CCL | CARNIVAL CORPstock | $630,000 | +11.3% | 9,880 | 0.0% | 0.13% | +4.7% | |
RNR | Sell | RENAISSANCERE HOLDINGS LTD COMstock | $625,000 | +8.3% | 4,679 | -2.4% | 0.13% | +2.3% |
MRK | Sell | MERCK & CO INCstock | $610,000 | +13.0% | 8,624 | -3.1% | 0.13% | +6.6% |
CLB | CORE LABORATORIES N V COMstock | $607,000 | -8.3% | 5,244 | 0.0% | 0.13% | -12.8% | |
AME | Sell | AMETEK INC NEW COMstock | $602,000 | +5.8% | 7,609 | -3.5% | 0.13% | +0.8% |
SBUX | STARBUCKS CORP COMstock | $595,000 | +16.2% | 10,476 | 0.0% | 0.13% | +10.4% | |
ACGL | Buy | ARCH CAP GROUP LTD ORDstock | $593,000 | +280.1% | 19,880 | +238.1% | 0.13% | +262.9% |
SNA | Sell | SNAP ON INC COMstock | $588,000 | -12.9% | 3,200 | -23.8% | 0.13% | -17.1% |
IEF | ISHARES 7-10 YR TREASURY BOND ETFetf | $574,000 | -1.4% | 5,678 | 0.0% | 0.12% | -6.1% | |
LLY | Sell | LILLY ELI & CO COMstock | $577,000 | +9.9% | 5,373 | -12.7% | 0.12% | +4.2% |
RJF | Buy | RAYMOND JAMES FINANCIAL INC COMstock | $571,000 | +13.1% | 6,202 | +9.7% | 0.12% | +7.0% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $571,000 | +22.8% | 9,137 | +0.0% | 0.12% | +16.2% |
SEIC | SEI INVESTMENTS CO COMstock | $571,000 | -2.2% | 9,344 | 0.0% | 0.12% | -7.6% | |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $569,000 | +65.4% | 18,269 | +57.5% | 0.12% | +55.1% |
AMAT | New | APPLIED MATLS INC COMstock | $568,000 | – | 14,700 | +100.0% | 0.12% | – |
PAA | Buy | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $561,000 | +26.1% | 22,426 | +19.2% | 0.12% | +20.0% |
MDYV | Buy | SPDR SER TR S&P 400 MID CAP VALUE ETFetf | $560,000 | +60.9% | 10,430 | +56.0% | 0.12% | +53.8% |
SLYV | Buy | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $556,000 | +13.9% | 8,142 | +11.4% | 0.12% | +8.2% |
SMG | SCOTTS MIRACLE GRO CO CL Astock | $557,000 | -5.3% | 7,076 | 0.0% | 0.12% | -10.5% | |
CAT | CATERPILLAR INC DEL COMstock | $559,000 | +12.2% | 3,717 | 0.0% | 0.12% | +6.2% | |
GILD | Buy | GILEAD SCIENCES INCstock | $559,000 | +7.1% | 7,217 | +0.0% | 0.12% | +0.8% |
JNK | Buy | SPDR HIGH YIELD BOND ETFetf | $554,000 | +2.6% | 15,368 | +0.9% | 0.12% | -3.3% |
ADI | ANALOG DEVICES INC COMstock | $546,000 | -3.5% | 5,900 | 0.0% | 0.12% | -8.6% | |
WMB | Buy | WILLIAMS COS INC DEL COMstock | $550,000 | +497.8% | 20,213 | +494.8% | 0.12% | +457.1% |
PM | Sell | PHILIP MORRIS INTL INCstock | $545,000 | -7.3% | 6,680 | -8.2% | 0.12% | -12.8% |
FTNT | Sell | FORTINET INC COMstock | $541,000 | +22.4% | 5,863 | -17.2% | 0.12% | +15.0% |
PRI | PRIMERICA INC COMstock | $535,000 | +21.0% | 4,434 | 0.0% | 0.11% | +14.0% | |
WSO | WATSCO INC COMstock | $520,000 | -0.2% | 2,920 | 0.0% | 0.11% | -5.1% | |
JKHY | HENRY JACK & ASSOC INC COMstock | $518,000 | +23.0% | 3,233 | 0.0% | 0.11% | +16.8% | |
SLV | Buy | ISHARES SILVER TRUST ETFetf | $514,000 | +6.0% | 37,454 | +16.9% | 0.11% | +0.9% |
BOH | BANK HAWAII CORP COMstock | $516,000 | -5.3% | 6,533 | 0.0% | 0.11% | -10.6% | |
SYF | Buy | SYNCHRONY FINL COMstock | $513,000 | +10.3% | 16,520 | +18.7% | 0.11% | +4.8% |
BLL | Sell | BALL CORP COMstock | $515,000 | -18.1% | 11,700 | -33.9% | 0.11% | -22.5% |
BMI | BADGER METER INC COMstock | $517,000 | +18.3% | 9,772 | 0.0% | 0.11% | +12.2% | |
MPLX | MPLX LP COM UNIT REP LTDstock | $516,000 | +1.6% | 14,891 | 0.0% | 0.11% | -3.5% | |
BDX | BECTON DICKINSON & CO COMstock | $512,000 | +8.9% | 1,960 | 0.0% | 0.11% | +2.8% | |
BRKS | BROOKS AUTOMATION INC COMstock | $502,000 | +7.5% | 14,321 | 0.0% | 0.11% | +1.9% | |
GGG | GRACO INC COMstock | $495,000 | +2.5% | 10,686 | 0.0% | 0.11% | -2.8% | |
NVS | Buy | NOVARTIS A G SPONSORED ADRadr | $497,000 | +17.2% | 5,773 | +2.9% | 0.11% | +10.4% |
AXTA | Sell | AXALTA COATING SYS LTD COMstock | $490,000 | -16.5% | 16,816 | -13.2% | 0.10% | -20.5% |
LIVN | LIVANOVA PLC SHSstock | $493,000 | +24.2% | 3,973 | 0.0% | 0.10% | +18.0% | |
AOR | Buy | ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FDetf | $484,000 | +1.9% | 10,719 | +0.2% | 0.10% | -3.7% |
CNK | CINEMARK HOLDINGS INC COMstock | $478,000 | +14.6% | 11,884 | 0.0% | 0.10% | +8.5% | |
CFX | COLFAX CORP COMstock | $472,000 | +17.4% | 13,100 | 0.0% | 0.10% | +11.0% | |
LSTR | LANDSTAR SYS INC COMstock | $474,000 | +11.5% | 3,889 | 0.0% | 0.10% | +5.2% | |
FFIN | FIRST FINL BANKSHARES COMstock | $469,000 | +16.1% | 7,943 | 0.0% | 0.10% | +9.9% | |
ADS | ALLIANCE DATA SYSTEMS CORP COMstock | $468,000 | +1.3% | 1,980 | 0.0% | 0.10% | -3.8% | |
CERN | CERNER CORPstock | $468,000 | +7.6% | 7,268 | 0.0% | 0.10% | +2.0% | |
JAZZ | Buy | JAZZ PHARMACEUTICALS PLC SHS USDstock | $456,000 | +23.6% | 2,714 | +26.9% | 0.10% | +16.9% |
CL | COLGATE PALMOLIVE CO COMstock | $453,000 | +3.4% | 6,761 | 0.0% | 0.10% | -2.0% | |
RLI | RLI CORP COMstock | $452,000 | +18.6% | 5,750 | 0.0% | 0.10% | +11.6% | |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $451,000 | +4.4% | 8,025 | +7.9% | 0.10% | -1.0% |
VB | Sell | VANGUARD SMALL CAP ETFetf | $450,000 | -0.2% | 2,768 | -4.4% | 0.10% | -5.9% |
VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETFetf | $445,000 | +2.1% | 3,096 | 0.0% | 0.10% | -3.1% | |
HBI | Sell | HANESBRANDS INC COMstock | $446,000 | -27.9% | 24,200 | -13.9% | 0.10% | -32.1% |
SBH | SALLY BEAUTY HLDGS INC COMstock | $445,000 | +14.7% | 24,186 | 0.0% | 0.10% | +9.2% | |
TLT | ISHARES 20PLUS YR TREASURY ETFetf | $446,000 | -3.7% | 3,806 | 0.0% | 0.10% | -8.7% | |
INTC | Buy | INTEL CORP COMstock | $441,000 | -4.8% | 9,399 | +0.1% | 0.09% | -9.6% |
SUI | Buy | SUN CMNTYS INC COMreit | $434,000 | +6.9% | 4,275 | +3.1% | 0.09% | +1.1% |
THO | THOR INDS INC COMstock | $431,000 | -14.1% | 5,150 | 0.0% | 0.09% | -18.6% | |
WPX | Buy | WPX ENERGY INCstock | $427,000 | +19.3% | 21,204 | +6.7% | 0.09% | +12.3% |
MDT | MEDTRONIC PLC SHSstock | $424,000 | +14.9% | 4,310 | 0.0% | 0.09% | +9.6% | |
CBRE | CBRE GROUP INC CL Astock | $421,000 | -7.5% | 9,540 | 0.0% | 0.09% | -12.6% | |
HLI | HOULIHAN LOKEY INC CL Astock | $419,000 | -12.3% | 9,325 | 0.0% | 0.09% | -17.6% | |
HF | HFF INC CL Astock | $414,000 | +23.6% | 9,752 | 0.0% | 0.09% | +17.3% | |
OXY | Sell | OCCIDENTAL PETE CORP DEL COMstock | $411,000 | -10.8% | 5,101 | -9.3% | 0.09% | -15.4% |
PGR | Sell | PROGRESSIVE CORP OHIO COMstock | $411,000 | -0.5% | 5,790 | -17.2% | 0.09% | -5.4% |
TSS | TOTAL SYS SVCS INC COMstock | $401,000 | +16.9% | 4,060 | 0.0% | 0.09% | +11.7% | |
FDS | FACTSET RESH SYS INC COMstock | $401,000 | +13.0% | 1,793 | 0.0% | 0.09% | +7.5% | |
ANIK | ANIKA THERAPEUTICS INC COMstock | $404,000 | +32.0% | 9,575 | 0.0% | 0.09% | +24.6% | |
CASS | CASS INFORMATION SYS INC COMstock | $402,000 | -5.4% | 6,171 | 0.0% | 0.09% | -10.4% | |
YUM | YUM! BRANDS INCstock | $399,000 | +16.0% | 4,392 | 0.0% | 0.08% | +9.0% | |
DWDP | DOWDUPONT INC COMstock | $396,000 | -2.5% | 6,154 | 0.0% | 0.08% | -7.6% | |
CAH | Buy | CARDINAL HEALTH INCstock | $396,000 | +10.6% | 7,341 | +2052.8% | 0.08% | +4.9% |
JACK | Buy | JACK IN THE BOX INC COMstock | $396,000 | +114.1% | 4,725 | +90.9% | 0.08% | +102.4% |
RMAX | RE MAX HLDGS INC CL Astock | $397,000 | -15.4% | 8,946 | 0.0% | 0.08% | -19.8% | |
ABT | Sell | ABBOTT LABS COMstock | $388,000 | -6.3% | 5,287 | -22.1% | 0.08% | -10.8% |
EQM | Buy | EQM MIDSTREAM PARTNERS LP UNIT LTD PARTNstock | $381,000 | +22.1% | 7,223 | +19.4% | 0.08% | +15.7% |
INT | WORLD FUEL SVCS CORP COMstock | $375,000 | +35.4% | 13,550 | 0.0% | 0.08% | +29.0% | |
VAR | VARIAN MED SYS INC COMstock | $371,000 | -1.6% | 3,312 | 0.0% | 0.08% | -7.1% | |
MPC | Buy | MARATHON PETE CORP COMstock | $370,000 | +42.3% | 4,625 | +24.7% | 0.08% | +33.9% |
ET | Sell | ENERGY TRANSFER LP COM UT LTD PTNstock | $366,000 | -2.4% | 21,014 | -3.3% | 0.08% | -8.2% |
IT | Sell | GARTNER INC COMstock | $365,000 | +15.5% | 2,300 | -3.1% | 0.08% | +9.9% |
CRM | Buy | SALESFORCE COMstock | $361,000 | +1469.6% | 2,267 | +1257.5% | 0.08% | +1440.0% |
WES | Buy | WESTERN GAS PARTNERS LP COM UNIT LP INstock | $360,000 | -3.7% | 8,253 | +6.3% | 0.08% | -8.3% |
APAM | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $358,000 | +7.5% | 11,050 | 0.0% | 0.08% | +1.3% | |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $350,000 | +0.6% | 1,435 | -14.5% | 0.08% | -3.8% |
SRCL | Buy | STERICYCLE INC COMstock | $351,000 | -0.6% | 5,397 | +7.7% | 0.08% | -6.2% |
TRGP | Sell | TARGA RES CORP COMstock | $343,000 | +5.9% | 6,097 | -6.9% | 0.07% | 0.0% |
JBHT | HUNT J B TRANS SVCS INC COMstock | $341,000 | -2.3% | 2,870 | 0.0% | 0.07% | -7.6% | |
PNC | PNC FINL SVCS GROUP INC COMstock | $340,000 | +0.9% | 2,493 | 0.0% | 0.07% | -3.9% | |
AJG | GALLAGHER ARTHUR J & CO COMstock | $337,000 | +13.9% | 4,530 | 0.0% | 0.07% | +7.5% | |
AVGO | BROADCOM INC COMstock | $338,000 | +1.8% | 1,368 | 0.0% | 0.07% | -4.0% | |
HYLB | Buy | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $335,000 | +63.4% | 6,725 | +61.2% | 0.07% | +56.5% |
BKI | Buy | BLACK KNIGHT INC COMstock | $331,000 | +8.9% | 6,370 | +12.3% | 0.07% | +2.9% |
AEE | AMEREN CORPstock | $327,000 | +3.8% | 5,178 | 0.0% | 0.07% | -1.4% | |
TRMB | TRIMBLE NAV LTDstock | $322,000 | +32.5% | 7,400 | 0.0% | 0.07% | +25.5% | |
RP | REALPAGE INC COMstock | $320,000 | +19.9% | 4,850 | 0.0% | 0.07% | +13.3% | |
DEO | Sell | DIAGEO PLCadr | $317,000 | -17.9% | 2,240 | -16.4% | 0.07% | -21.8% |
ETP | Sell | ENERGY TRANSFER OPERATING LP UNIT LTD PRT INTstock | $319,000 | +2.9% | 14,325 | -11.9% | 0.07% | -2.9% |
EOG | EOG RESOURCES INCstock | $317,000 | +2.6% | 2,487 | 0.0% | 0.07% | -2.9% | |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $319,000 | +157.3% | 10,369 | +153.5% | 0.07% | +142.9% |
TEL | TE CONNECTIVITY LTDstock | $319,000 | -2.4% | 3,630 | 0.0% | 0.07% | -8.1% | |
ANDX | Buy | ANDEAVOR LOGISTICS LP COM UNIT LP INTstock | $318,000 | +23.3% | 6,552 | +8.0% | 0.07% | +17.2% |
AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $318,000 | +1.9% | 8,395 | +1.1% | 0.07% | -2.9% |
SWK | STANLEY BLACK & DECKER INC COMstock | $310,000 | +10.3% | 2,119 | 0.0% | 0.07% | +4.8% | |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $311,000 | +1536.8% | 3,072 | +1398.5% | 0.07% | +1550.0% |
LECO | LINCOLN ELEC HLDGS INC COMstock | $303,000 | +6.7% | 3,239 | 0.0% | 0.06% | +1.6% | |
MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $306,000 | +2.7% | 2,836 | +3.9% | 0.06% | -3.0% |
CVS | Buy | CVS HEALTH CORP COMstock | $301,000 | +3662.5% | 3,825 | +2797.7% | 0.06% | +3100.0% |
FDX | Buy | FEDEX CORPstock | $299,000 | +4171.4% | 1,243 | +4043.3% | 0.06% | +3100.0% |
LII | LENNOX INTL INC COMstock | $299,000 | +9.1% | 1,370 | 0.0% | 0.06% | +3.2% | |
GDDY | Sell | GODADDY INC CL Astock | $302,000 | +18.0% | 3,620 | -0.8% | 0.06% | +10.3% |
SCHV | Buy | SCHWAB US LARGE CAP VALUE ETFetf | $293,000 | +29.1% | 5,218 | +21.9% | 0.06% | +23.5% |
GM | Buy | GENERAL MOTORS CORPstock | $293,000 | -14.3% | 8,688 | +0.0% | 0.06% | -18.2% |
FLIR | Buy | FLIR SYS INC COMstock | $295,000 | +35.3% | 4,800 | +14.3% | 0.06% | +28.6% |
CXO | New | CONCHO RESOURCESstock | $293,000 | – | 1,921 | +100.0% | 0.06% | – |
ON | Buy | ON SEMICONDUCTOR CORP COMstock | $294,000 | -4.9% | 15,960 | +14.9% | 0.06% | -10.0% |
CR | CRANE CO COMstock | $284,000 | +22.4% | 2,890 | 0.0% | 0.06% | +17.3% | |
AVY | AVERY DENNISON CORP COMstock | $284,000 | +6.0% | 2,620 | 0.0% | 0.06% | +1.7% | |
DGX | Buy | QUEST DIAGNOSTICS INC COMstock | $288,000 | -2.0% | 2,670 | +7.2% | 0.06% | -7.6% |
FANG | DIAMONDBACK ENERGY INC COMstock | $288,000 | +2.9% | 2,130 | 0.0% | 0.06% | -3.2% | |
ADBE | Buy | ADOBE SYS INCstock | $286,000 | +1091.7% | 1,058 | +958.0% | 0.06% | +1120.0% |
GWRE | Buy | GUIDEWIRE SOFTWARE INC COMstock | $282,000 | +98.6% | 2,790 | +74.4% | 0.06% | +87.5% |
HAE | Buy | HAEMONETICS CORP COMstock | $279,000 | +65.1% | 2,438 | +29.0% | 0.06% | +57.9% |
APD | AIR PRODS & CHEMS INC COMstock | $282,000 | +7.2% | 1,687 | 0.0% | 0.06% | +1.7% | |
WM | WASTE MANAGEMENT INCstock | $276,000 | +10.8% | 3,056 | 0.0% | 0.06% | +5.4% | |
BIIB | BIOGEN IDEC INCstock | $275,000 | +21.7% | 777 | 0.0% | 0.06% | +15.7% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $278,000 | +24.1% | 1,125 | 0.0% | 0.06% | +18.0% | |
KR | KROGER CO COMstock | $272,000 | +2.3% | 9,348 | 0.0% | 0.06% | -3.3% | |
PSXP | PHILLIPS 66 PARTNERS LP COM UNIT REP INTstock | $272,000 | +0.4% | 5,311 | 0.0% | 0.06% | -4.9% | |
IBM | Buy | INTL BUSINESS MACHINESstock | $271,000 | +4.6% | 1,755 | +0.1% | 0.06% | 0.0% |
FL | FOOT LOCKER INC COMstock | $274,000 | -3.2% | 5,368 | 0.0% | 0.06% | -9.4% | |
FLS | FLOWSERVE CORP COMstock | $273,000 | +35.1% | 4,990 | 0.0% | 0.06% | +26.1% | |
BURL | BURLINGTON STORES INC COMstock | $272,000 | +8.4% | 1,670 | 0.0% | 0.06% | +1.8% | |
SNPS | New | SYNOPSYS INC COMstock | $274,000 | – | 2,774 | +100.0% | 0.06% | – |
DTE | New | DTE ENERGY CO COMstock | $273,000 | – | 2,506 | +100.0% | 0.06% | – |
MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $267,000 | +21.9% | 438 | +15.9% | 0.06% | +16.3% |
EA | Buy | ELECTRONIC ARTS INC COMstock | $260,000 | +11.6% | 2,156 | +30.7% | 0.06% | +5.7% |
RTN | Buy | RAYTHEON CO COM NEWstock | $264,000 | +2100.0% | 1,277 | +1993.4% | 0.06% | +1766.7% |
PVH | Buy | PVH CORP COMstock | $262,000 | +98.5% | 1,812 | +106.1% | 0.06% | +86.7% |
TSN | Buy | TYSON FOODS INC CL Astock | $261,000 | +3.6% | 4,383 | +19.7% | 0.06% | -1.8% |
YUMC | YUM CHINA HLDGS INC COMstock | $256,000 | -8.9% | 7,303 | 0.0% | 0.06% | -12.7% | |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $259,000 | +7.0% | 3,676 | +0.3% | 0.06% | 0.0% |
ESNT | Buy | ESSENT GROUP LTD COMstock | $259,000 | +42.3% | 5,850 | +15.2% | 0.06% | +34.1% |
BIO | BIO-RAD LABORATORIES, INC CMN CLASS Astock | $252,000 | +8.6% | 805 | 0.0% | 0.05% | +3.8% | |
BWA | Buy | BORGWARNER INC COMstock | $254,000 | +21.0% | 5,931 | +22.1% | 0.05% | +14.9% |
STE | STERIS PLC SHS USDstock | $251,000 | +9.1% | 2,190 | 0.0% | 0.05% | +3.8% | |
COST | COSTCO WHOLESALE CORPstock | $251,000 | +12.1% | 1,070 | 0.0% | 0.05% | +8.0% | |
GWR | Sell | GENESEE & WYO INC CL Astock | $248,000 | +2.1% | 2,727 | -8.7% | 0.05% | -3.6% |
TRV | TRAVELERS COMPANIES INC COMstock | $245,000 | +6.1% | 1,887 | 0.0% | 0.05% | 0.0% | |
TROW | New | PRICE T ROWE GROUP INC COMstock | $245,000 | – | 2,244 | +100.0% | 0.05% | – |
UN | UNILEVER N V N Y SHS NEWadr | $242,000 | -0.4% | 4,356 | 0.0% | 0.05% | -5.5% | |
TDG | Sell | TRANSDIGM GROUP INC COMstock | $242,000 | +3.0% | 650 | -4.4% | 0.05% | -1.9% |
CSOD | Sell | CORNERSTONE ONDEMAND INC COMstock | $240,000 | +10.6% | 4,222 | -7.8% | 0.05% | +4.1% |
BP | Buy | BP PLC SPONSORED ADRadr | $237,000 | +0.9% | 5,141 | +0.0% | 0.05% | -3.8% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $239,000 | +1.3% | 4,605 | +0.4% | 0.05% | -3.8% |
PF | PINNACLE FOODS INC DEL COMstock | $236,000 | -0.4% | 3,640 | 0.0% | 0.05% | -5.7% | |
TGE | Buy | TALLGRASS ENERGY LP CLASS A SHSstock | $235,000 | +11650.0% | 9,983 | +13390.5% | 0.05% | – |
HOLX | HOLOGIC INC COMstock | $235,000 | +3.1% | 5,744 | 0.0% | 0.05% | -2.0% | |
MS | Buy | MORGAN STANLEYstock | $236,000 | +5.8% | 5,063 | +7.4% | 0.05% | 0.0% |
HBAN | HUNTINGTON BANCSHARES INC COMstock | $235,000 | +0.9% | 15,769 | 0.0% | 0.05% | -5.7% | |
CNO | CNO FINL GROUP INC COMstock | $231,000 | +11.6% | 10,884 | 0.0% | 0.05% | +4.3% | |
ENV | Buy | ENVESTNET INC COMstock | $229,000 | +12.8% | 3,750 | +1.4% | 0.05% | +6.5% |
OEC | ORION ENGINEERED CARBONS S A COMstock | $230,000 | +4.1% | 7,170 | 0.0% | 0.05% | -2.0% | |
BPL | BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INTstock | $229,000 | +1.8% | 6,415 | 0.0% | 0.05% | -3.9% | |
DOC | Buy | PHYSICIANS RLTY TR COMreit | $231,000 | +11.6% | 13,694 | +5.6% | 0.05% | +4.3% |
SERV | Buy | SERVICEMASTER GLOBAL HLDGS INC COMstock | $228,000 | +56.2% | 3,680 | +49.6% | 0.05% | +48.5% |
TSCO | TRACTOR SUPPLY CO COMstock | $231,000 | +19.1% | 2,537 | 0.0% | 0.05% | +11.4% | |
XLRN | Buy | ACCELERON PHARMA INC COMstock | $231,000 | +92.5% | 4,040 | +63.6% | 0.05% | +81.5% |
WEX | Sell | WEX INC COMstock | $227,000 | -22.8% | 1,130 | -26.9% | 0.05% | -27.3% |
MTN | VAIL RESORTS INC COMstock | $222,000 | 0.0% | 810 | 0.0% | 0.05% | -6.0% | |
GRA | GRACE W R & CO DEL NEW COMstock | $221,000 | -2.6% | 3,090 | 0.0% | 0.05% | -7.8% | |
ZEN | Sell | ZENDESK INC COMstock | $219,000 | +12.9% | 3,083 | -13.5% | 0.05% | +6.8% |
PTC | PTC INC COMstock | $219,000 | +13.5% | 2,060 | 0.0% | 0.05% | +9.3% | |
STL | Buy | STERLING BANCORP DEL COMstock | $219,000 | +0.9% | 9,945 | +7.5% | 0.05% | -4.1% |
CMI | CUMMINS INC COMstock | $214,000 | +10.3% | 1,462 | 0.0% | 0.05% | +4.5% | |
NBL | NOBLE ENERGY INC COMstock | $213,000 | -11.6% | 6,817 | 0.0% | 0.04% | -16.7% | |
CSGP | Sell | COSTAR GROUP INC COMstock | $211,000 | -44.0% | 501 | -45.2% | 0.04% | -47.1% |
PSX | Buy | PHILLIPS 66stock | $209,000 | +808.7% | 1,850 | +802.4% | 0.04% | +800.0% |
LPLA | Buy | LPL FINL HLDGS INC COMstock | $212,000 | +18.4% | 3,280 | +20.1% | 0.04% | +12.5% |
CSL | Sell | CARLISLE COS INC COMstock | $204,000 | +2.0% | 1,671 | -9.5% | 0.04% | -2.2% |
BGCP | New | BGC PARTNERS INC CL Astock | $206,000 | – | 17,410 | +100.0% | 0.04% | – |
DFS | Sell | DISCOVER FINL SVCS COMstock | $205,000 | -22.6% | 2,679 | -28.8% | 0.04% | -26.7% |
NUAN | Buy | NUANCE COMMUNICATIONS INCstock | $204,000 | +40.7% | 11,751 | +12.6% | 0.04% | +33.3% |
WLTW | Buy | WILLIS TOWERS WATSON PUB LTD SHSstock | $208,000 | +7.2% | 1,478 | +15.3% | 0.04% | 0.0% |
AMSWA | AMERICAN SOFTWARE INC CL Astock | $200,000 | -16.7% | 16,467 | 0.0% | 0.04% | -20.4% | |
SPLK | SPLUNK INC COMstock | $201,000 | +21.8% | 1,665 | 0.0% | 0.04% | +16.2% | |
MRC | Buy | MRC GLOBAL INC COMstock | $203,000 | +4.6% | 10,831 | +20.7% | 0.04% | -2.3% |
HIW | HIGHWOODS PPTYS INC COMreit | $200,000 | -7.0% | 4,239 | 0.0% | 0.04% | -10.4% | |
COR | Buy | CORESITE RLTY CORP COMreit | $203,000 | +22.3% | 1,830 | +22.1% | 0.04% | +16.2% |
GE | Buy | GENERAL ELECTRIC CO COMstock | $202,000 | -12.9% | 17,935 | +5.4% | 0.04% | -17.3% |
MSGS | Buy | MADISON SQUARE GARDEN CO NEW CL Astock | $195,000 | +65.3% | 620 | +63.2% | 0.04% | +55.6% |
NXST | NEXSTAR MEDIA GROUP INC CL Astock | $197,000 | +10.7% | 2,423 | 0.0% | 0.04% | +5.0% | |
USB | Sell | US BANCORP DEL COM NEWstock | $199,000 | +0.5% | 3,761 | -5.0% | 0.04% | -6.7% |
SCS | Sell | STEELCASE INC CL Astock | $195,000 | +16.1% | 10,529 | -15.3% | 0.04% | +10.5% |
SHLX | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $199,000 | -3.4% | 9,297 | 0.0% | 0.04% | -8.7% | |
VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $197,000 | +3.7% | 2,594 | 0.0% | 0.04% | -2.3% | |
CPT | Buy | CAMDEN PPTY TR SH BEN INTreit | $199,000 | +14.4% | 2,131 | +11.8% | 0.04% | +7.7% |
UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $191,000 | +15.1% | 1,492 | 0.0% | 0.04% | +10.8% | |
EWBC | Buy | EAST WEST BANCORP INC COMstock | $194,000 | +14.1% | 3,210 | +23.0% | 0.04% | +7.9% |
NFLX | Buy | NETFLIX COM INCstock | $190,000 | +7.3% | 508 | +12.1% | 0.04% | +2.5% |
VAW | Buy | VANGUARD MATERIALS INDEX FUNDetf | $193,000 | +0.5% | 1,475 | +0.9% | 0.04% | -4.7% |
TIF | Sell | TIFFANY & CO NEW COMstock | $190,000 | -22.8% | 1,476 | -20.9% | 0.04% | -25.5% |
DAN | Buy | DANA INCORPORATED COMstock | $194,000 | +17.6% | 10,375 | +27.0% | 0.04% | +10.8% |
COP | Buy | CONOCOPHILLIPS COMstock | $190,000 | +12.4% | 2,531 | +1.8% | 0.04% | +7.9% |
DUK | DUKE ENERGY CORP NEW COM NEWstock | $190,000 | +1.1% | 2,373 | 0.0% | 0.04% | -2.4% | |
HUM | HUMANA INC COMstock | $194,000 | +13.5% | 573 | 0.0% | 0.04% | +5.1% | |
HPP | Buy | HUDSON PAC PPTYS INC COMreit | $189,000 | +2.2% | 5,785 | +10.8% | 0.04% | -4.8% |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $189,000 | -35.9% | 1,301 | -36.5% | 0.04% | -39.4% |
SAVE | Sell | SPIRIT AIRLS INC COMstock | $186,000 | +24.8% | 3,955 | -3.3% | 0.04% | +17.6% |
EXPE | EXPEDIA INC DEL COMstock | $188,000 | +8.7% | 1,442 | 0.0% | 0.04% | +2.6% | |
RXN | Buy | REXNORD CORP NEW COMstock | $189,000 | +22.7% | 6,125 | +15.6% | 0.04% | +14.3% |
WBS | WEBSTER FINL CORP CONN COMstock | $186,000 | -7.5% | 3,148 | 0.0% | 0.04% | -11.1% | |
TRU | Sell | TRANSUNION COMstock | $182,000 | -21.6% | 2,470 | -23.8% | 0.04% | -25.0% |
STLD | Sell | STEEL DYNAMICS INCstock | $181,000 | -11.3% | 4,008 | -9.8% | 0.04% | -15.2% |
ST | SENSATA TECHNOLOGIES HLDNG PLC SHSstock | $185,000 | +3.9% | 3,738 | 0.0% | 0.04% | -2.5% | |
EGHT | Buy | 8X8 INC COMstock | $183,000 | +69.4% | 8,610 | +59.2% | 0.04% | +62.5% |
A | AGILENT TECH INCstock | $181,000 | +14.6% | 2,563 | 0.0% | 0.04% | +8.3% | |
AM | ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTNstock | $184,000 | -2.6% | 6,415 | 0.0% | 0.04% | -9.3% | |
SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $179,000 | +4.1% | 1,113 | +7.0% | 0.04% | -2.6% |
PACW | Buy | PACWEST BANCORP DEL COMstock | $178,000 | -3.3% | 3,727 | +888.6% | 0.04% | -7.3% |
CHD | CHURCH & DWIGHT INC COMstock | $177,000 | +11.3% | 2,985 | 0.0% | 0.04% | +5.6% | |
PENN | New | PENN NATL GAMING INC COMstock | $180,000 | – | 5,460 | +100.0% | 0.04% | – |
IEO | ISHARES OIL & GAS EXPL INDEX FUNDetf | $177,000 | +2.3% | 2,332 | 0.0% | 0.04% | -2.6% | |
WMT | WALMART INC COMstock | $178,000 | +9.9% | 1,891 | 0.0% | 0.04% | +2.7% | |
SNY | SANOFI SAadr | $171,000 | +11.8% | 3,831 | 0.0% | 0.04% | +8.8% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $175,000 | +16.7% | 3,024 | 0.0% | 0.04% | +8.8% | |
RGA | REINSURANCE GROUP AMER INC COM NEWstock | $171,000 | +8.2% | 1,182 | 0.0% | 0.04% | +2.8% | |
RGLD | Buy | ROYAL GOLD INC COMstock | $173,000 | -0.6% | 2,249 | +20.1% | 0.04% | -5.1% |
QTS | QTS RLTY TR INC COM CL Areit | $168,000 | +7.7% | 3,940 | 0.0% | 0.04% | +2.9% | |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTD ORDstock | $168,000 | +43.6% | 8,715 | +59.4% | 0.04% | +38.5% |
MDCO | Sell | MEDICINES CO COMstock | $170,000 | -19.8% | 5,690 | -1.7% | 0.04% | -25.0% |
LGFB | LIONS GATE ENTMNT CORP CL B NON VTGstock | $168,000 | -1.2% | 7,230 | 0.0% | 0.04% | -5.3% | |
NEE | Buy | NEXTERA ENERGY INC COMstock | $170,000 | +9.0% | 1,012 | +8.1% | 0.04% | +2.9% |
GPN | GLOBAL PMTS INC COMstock | $162,000 | +14.9% | 1,268 | 0.0% | 0.04% | +9.4% | |
RSG | Sell | REPUBLIC SERVICES INCstock | $166,000 | +1.8% | 2,283 | -4.2% | 0.04% | -5.4% |
SCHG | SCHWAB US LARGE CAP GROWTH ETFetf | $159,000 | +8.2% | 1,934 | 0.0% | 0.03% | +3.0% | |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $158,000 | +33.9% | 1,057 | +26.3% | 0.03% | +25.9% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $160,000 | -10.6% | 1,668 | -11.5% | 0.03% | -15.0% |
IVOO | Buy | VANGUARD S&P MID-CAP 400 ETFetf | $159,000 | +3.9% | 1,167 | +0.2% | 0.03% | 0.0% |
VVV | VALVOLINE INC COMstock | $160,000 | 0.0% | 7,439 | 0.0% | 0.03% | -5.6% | |
MKSI | New | MKS INSTRUMENT INC COMstock | $153,000 | – | 1,910 | +100.0% | 0.03% | – |
IPG | INTERPUBLIC GROUP COS INC COMstock | $154,000 | -2.5% | 6,737 | 0.0% | 0.03% | -8.3% | |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $155,000 | -4.9% | 3,606 | -4.0% | 0.03% | -10.8% |
TCO | Buy | TAUBMAN CENTERS INCreit | $153,000 | +9.3% | 2,557 | +7.7% | 0.03% | +3.1% |
PBF | New | PBF ENERGY INC CL Astock | $156,000 | – | 3,120 | +100.0% | 0.03% | – |
ODFL | OLD DOMINION FGHT LINES INC COMstock | $150,000 | +7.9% | 930 | 0.0% | 0.03% | +3.2% | |
COMM | COMMSCOPE HLDG CO INC COMstock | $151,000 | +4.9% | 4,920 | 0.0% | 0.03% | 0.0% | |
MTZ | Sell | MASTEC INC COMstock | $150,000 | -37.2% | 3,360 | -28.5% | 0.03% | -40.7% |
NCR | NCR CORP NEW COMstock | $150,000 | -5.1% | 5,280 | 0.0% | 0.03% | -11.1% | |
NBIX | Sell | NEUROCRINE BIOSCIENCES INC COMstock | $149,000 | -39.2% | 1,210 | -51.4% | 0.03% | -41.8% |
VIAB | VIACOM INC CL Bstock | $150,000 | +11.9% | 4,429 | 0.0% | 0.03% | +6.7% | |
IGIB | Buy | ISHARES INTERMEDIATE CREDIT BOND ETFetf | $151,000 | +0.7% | 2,851 | +101.6% | 0.03% | -5.9% |
PE | Sell | PARSLEY ENERGY INC CL Astock | $146,000 | -18.9% | 4,983 | -16.0% | 0.03% | -24.4% |
SUM | SUMMIT MATLS INC CL Astock | $144,000 | -30.8% | 7,935 | 0.0% | 0.03% | -34.0% | |
AVT | AVNET INC COMstock | $144,000 | +4.3% | 3,212 | 0.0% | 0.03% | 0.0% | |
GRC | Buy | GORMAN RUPP CO COMstock | $143,000 | +12.6% | 3,923 | +8.3% | 0.03% | +6.9% |
XEC | Sell | CIMAREX ENERGY COstock | $146,000 | -25.1% | 1,567 | -18.3% | 0.03% | -29.5% |
MHK | MOHAWK INDS INC COMstock | $145,000 | -18.5% | 829 | 0.0% | 0.03% | -22.5% | |
RHT | RED HAT! INC.stock | $147,000 | +1.4% | 1,079 | 0.0% | 0.03% | -6.1% | |
OC | OWENS CORNING NEW COMstock | $139,000 | -14.7% | 2,568 | 0.0% | 0.03% | -18.9% | |
IP | INTL PAPER CO COMstock | $140,000 | -0.7% | 2,479 | 0.0% | 0.03% | -6.2% | |
CTLT | Sell | CATALENT INC COMstock | $134,000 | -7.6% | 2,940 | -15.3% | 0.03% | -12.1% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $135,000 | +0.7% | 1,723 | +0.4% | 0.03% | -3.3% |
F | Buy | FORD MOTOR COMPANYstock | $135,000 | -12.9% | 14,585 | +3.9% | 0.03% | -17.1% |
ARE | New | ALEXANDRIA REAL ESTATE EQ INC COMreit | $133,000 | – | 1,054 | +100.0% | 0.03% | – |
MXIM | MAXIM INTEGRATED PRODS INC COMstock | $132,000 | -4.3% | 2,349 | 0.0% | 0.03% | -9.7% | |
KMB | KIMBERLY CLARK CORP COMstock | $133,000 | +1.5% | 1,140 | 0.0% | 0.03% | -6.7% | |
RHI | Sell | ROBERT HALF INTL INC COMstock | $132,000 | -30.2% | 1,880 | -35.2% | 0.03% | -34.9% |
BPMC | New | BLUEPRINT MEDICINES CORP COMstock | $126,000 | – | 1,610 | +100.0% | 0.03% | – |
IWB | ISHARES RUSSELL 1000 ETFetf | $125,000 | +5.9% | 775 | 0.0% | 0.03% | 0.0% | |
O | REALTY INCOME CORPreit | $127,000 | +5.8% | 2,237 | 0.0% | 0.03% | 0.0% | |
SPG | Sell | SIMON PROPERTY GROUP INCreit | $126,000 | -10.6% | 712 | -14.3% | 0.03% | -15.6% |
DLPH | DELPHI TECHNOLOGIES PLC SHSstock | $125,000 | -30.9% | 3,990 | 0.0% | 0.03% | -34.1% | |
MET | METLIFE INC COMstock | $121,000 | 0.0% | 2,778 | 0.0% | 0.03% | -3.7% | |
LUMN | Buy | CENTURYLINK INC COMstock | $121,000 | +45.8% | 5,688 | +27.8% | 0.03% | +36.8% |
VLP | VALERO ENERGY PARTNERS LP COM UNT REP LPstock | $115,000 | -0.9% | 3,039 | 0.0% | 0.02% | -3.8% | |
MO | Sell | ALTRIA GROUP INC COMstock | $116,000 | -3.3% | 1,929 | -8.9% | 0.02% | -7.4% |
IDTI | Sell | INTEGRATED DEVICE TECHNOLOGY COMstock | $111,000 | +7.8% | 2,363 | -26.5% | 0.02% | +4.3% |
VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $111,000 | -4.3% | 1,861 | -3.8% | 0.02% | -7.7% |
SPMD | Buy | SPDR PORTFOLIO MID CAP ETFetf | $106,000 | +10.4% | 2,920 | +6.4% | 0.02% | +4.5% |
MU | Sell | MICRON TECHNOLOGYstock | $106,000 | -36.5% | 2,344 | -26.6% | 0.02% | -39.5% |
VTR | VENTAS INCreit | $104,000 | -4.6% | 1,910 | 0.0% | 0.02% | -12.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INCstock | $105,000 | +2.9% | 1,081 | 0.0% | 0.02% | -4.3% | |
HXL | HEXCEL CORP NEW COMstock | $105,000 | +1.9% | 1,559 | 0.0% | 0.02% | -4.3% | |
IYR | ISHARES US REAL ESTATE ETFetf | $105,000 | -0.9% | 1,314 | 0.0% | 0.02% | -8.3% | |
SRPT | New | SAREPTA THERAPEUTICS INC COMstock | $97,000 | – | 600 | +100.0% | 0.02% | – |
DM | DOMINION ENERGY MIDSTRM PRTNRS COM UT REP LTDstock | $98,000 | +32.4% | 5,453 | 0.0% | 0.02% | +23.5% | |
NKTR | Sell | NEKTAR THERAPEUTICSstock | $92,000 | -14.8% | 1,510 | -31.7% | 0.02% | -16.7% |
HMHC | HOUGHTON MIFFLIN HARCOURT CO COMstock | $93,000 | -8.8% | 13,282 | 0.0% | 0.02% | -13.0% | |
ALNY | Sell | ALNYLAM PHARMACEUTICALS INC COMstock | $95,000 | -30.7% | 1,080 | -22.3% | 0.02% | -35.5% |
GLD | SPDR GOLD ETFetf | $96,000 | -5.0% | 849 | 0.0% | 0.02% | -13.0% | |
ATO | ATMOS ENERGY CORPstock | $94,000 | +4.4% | 1,000 | 0.0% | 0.02% | 0.0% | |
OGS | Buy | ONE GAS INCstock | $96,000 | +23.1% | 1,165 | +12.2% | 0.02% | +11.1% |
FHN | Sell | FIRST HORIZON NATL CORP COMstock | $95,000 | -28.6% | 5,509 | -26.1% | 0.02% | -33.3% |
BWX | Buy | SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETFetf | $87,000 | -1.1% | 3,179 | +0.2% | 0.02% | -5.0% |
SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $87,000 | 0.0% | 2,605 | 0.0% | 0.02% | -5.0% | |
TPL | Buy | TEXAS PAC LD TR SUB CTF PROP I Tstock | $90,000 | +25.0% | 104 | +1.0% | 0.02% | +18.8% |
MBFI | Sell | MB FINANCIAL INC NEW COMstock | $89,000 | -35.0% | 1,940 | -33.8% | 0.02% | -38.7% |
ENLK | New | ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTDstock | $89,000 | – | 4,759 | +100.0% | 0.02% | – |
RQI | Buy | COHEN & STEERS QUALITY INCOME RLTY FD INCcef | $84,000 | +2.4% | 6,855 | +0.2% | 0.02% | 0.0% |
ALKS | Sell | ALKERMES PLC SHSstock | $86,000 | -23.2% | 2,016 | -25.6% | 0.02% | -28.0% |
ISRG | INTUITIVE SURGICAL, INC.stock | $86,000 | +19.4% | 150 | 0.0% | 0.02% | +12.5% | |
OZK | New | BANK OZK COMstock | $82,000 | – | 2,168 | +100.0% | 0.02% | – |
PBA | PEMBINA PIPELINE CORPORATIONstock | $85,000 | -2.3% | 2,500 | 0.0% | 0.02% | -10.0% | |
MDY | SPDR S&P MIDCAP 400 ETFetf | $86,000 | +3.6% | 234 | 0.0% | 0.02% | -5.3% | |
TMV | DIREXION DAILY 20PLUS YEAR TREASURY BEAR 3X SHARES ETFetf | $80,000 | +11.1% | 3,801 | 0.0% | 0.02% | +6.2% | |
LNG | Sell | CHENIERE ENERGY INC COM NEWstock | $77,000 | -9.4% | 1,103 | -15.3% | 0.02% | -15.8% |
AWR | Sell | AMERICAN STS WTR CO COMstock | $73,000 | -42.1% | 1,200 | -45.5% | 0.02% | -42.9% |
D | DOMINION RESOURCES INCstock | $74,000 | +2.8% | 1,050 | 0.0% | 0.02% | 0.0% | |
BPMP | BP MIDSTREAM PARTNERS LP UNIT LTD PTNRstock | $69,000 | -10.4% | 3,689 | 0.0% | 0.02% | -11.8% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GROUP COMstock | $71,000 | -78.6% | 1,336 | -78.2% | 0.02% | -80.0% |
SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $71,000 | 0.0% | 2,419 | +0.4% | 0.02% | -6.2% |
FND | Sell | FLOOR & DECOR HLDGS INC CL Astock | $68,000 | -55.0% | 2,260 | -26.4% | 0.02% | -55.9% |
CMD | Sell | CANTEL MEDICAL CORP COMstock | $72,000 | -52.0% | 780 | -49.0% | 0.02% | -55.9% |
NEWR | Sell | NEW RELIC INC COMstock | $68,000 | -51.4% | 720 | -48.2% | 0.02% | -53.1% |
ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $68,000 | +6.2% | 1,017 | 0.0% | 0.02% | +7.1% | |
EMR | EMERSON ELEC CO COMstock | $70,000 | +9.4% | 958 | 0.0% | 0.02% | +7.1% | |
LW | Buy | LAMB WESTON HLDGS INC COMstock | $66,000 | 0.0% | 991 | +3.1% | 0.01% | -6.7% |
TBF | PROSHARES SHORT 20 PLUS YEAR TREASURYetf | $59,000 | +3.5% | 2,534 | 0.0% | 0.01% | 0.0% | |
WIP | Buy | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFetf | $59,000 | -3.3% | 1,128 | +0.2% | 0.01% | -7.1% |
MVV | PROSHARES TR ULTRAetf | $60,000 | +7.1% | 1,320 | 0.0% | 0.01% | 0.0% | |
SUB | Sell | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf | $62,000 | -33.3% | 591 | -33.2% | 0.01% | -38.1% |
SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $62,000 | +1.6% | 1,318 | 0.0% | 0.01% | -7.1% | |
SPTM | Buy | SPDR PORTFOLIO TOTAL STOCK MARKET ETFetf | $63,000 | +800.0% | 1,728 | +734.8% | 0.01% | +550.0% |
STI | SUNTRUST BANKS INCstock | $59,000 | +1.7% | 883 | 0.0% | 0.01% | 0.0% | |
IBDL | Buy | ISHARES IBONDS DEC 2020 TERM CORPORATE ETFetf | $57,000 | +1.8% | 2,264 | +0.6% | 0.01% | -7.7% |
CSQ | CALAMOS STRATEGIC TOTAL RETURN FDcef | $54,000 | +5.9% | 4,000 | 0.0% | 0.01% | +9.1% | |
SAGE | New | SAGE THERAPEUTICS INC COMstock | $56,000 | – | 395 | +100.0% | 0.01% | – |
WETF | Buy | WISDOMTREE INVTS INC COMstock | $57,000 | -6.6% | 6,679 | +0.1% | 0.01% | -14.3% |
VCIT | Buy | VANGUARD INTERMEDIATE TERM CORP BOND FD ETFetf | $56,000 | 0.0% | 676 | +0.9% | 0.01% | -7.7% |
CLVS | CLOVIS ONCOLOGY INC COMstock | $54,000 | -35.7% | 1,840 | 0.0% | 0.01% | -36.8% | |
QQQ | Sell | POWERSHARES QQQ TRetf | $50,000 | +8.7% | 266 | -0.7% | 0.01% | +10.0% |
ALD | Buy | WISDOMTREE ASIA LOCAL DEBT FUNDetf | $50,000 | -2.0% | 1,170 | +0.1% | 0.01% | 0.0% |
PICB | Buy | INVESCO INTERNATIONAL CORPORATE BOND ETFetf | $50,000 | 0.0% | 1,929 | +0.3% | 0.01% | 0.0% |
CAG | CONAGRA BRANDS INC COMstock | $47,000 | -6.0% | 1,387 | 0.0% | 0.01% | -9.1% | |
ITW | ILLINOIS TOOL WKS INC COMstock | $46,000 | +2.2% | 325 | 0.0% | 0.01% | 0.0% | |
BIV | VANGUARD INTERMEDIATE-TERM BONDetf | $46,000 | -2.1% | 575 | 0.0% | 0.01% | -9.1% | |
NBLX | Buy | NOBLE MIDSTREAM PARTNERS LP COM UNIT REPSTstock | $49,000 | -9.3% | 1,381 | +29.5% | 0.01% | -16.7% |
LMT | LOCKHEED MARTIN CORPstock | $47,000 | +17.5% | 135 | 0.0% | 0.01% | +11.1% | |
ANIP | ANI PHARMACEUTICALS INC COMstock | $43,000 | -15.7% | 765 | 0.0% | 0.01% | -18.2% | |
RFV | Buy | RYDEX ETF TRUST S&P MIDCAP 400 PURE VALetf | $40,000 | +2.6% | 552 | +150.9% | 0.01% | 0.0% |
AGIO | New | AGIOS PHARMACEUTICALS INC COMstock | $43,000 | – | 564 | +100.0% | 0.01% | – |
SLYG | New | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $43,000 | – | 638 | +100.0% | 0.01% | – |
HPF | JOHN HANCOCK PREFERRED INCOME FUND IIcef | $44,000 | -2.2% | 2,100 | 0.0% | 0.01% | -10.0% | |
RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf | $42,000 | +5.0% | 394 | 0.0% | 0.01% | 0.0% | |
TSLA | TESLA INC COMstock | $44,000 | -22.8% | 166 | 0.0% | 0.01% | -30.8% | |
RDSA | ROYAL DUTCH SHELL PLC-ADRadr | $36,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% | |
AMGP | ANTERO MIDSTREAM GP LP COM SHS REPSTGstock | $39,000 | -9.3% | 2,301 | 0.0% | 0.01% | -20.0% | |
ILCG | ISHARES MORNINGSTAR LARGE-CAP GROWTH ETFetf | $37,000 | +5.7% | 199 | 0.0% | 0.01% | 0.0% | |
HYT | Sell | BLACKROCK CORPORATE HIGH YIELD FD VI INCcef | $38,000 | -20.8% | 3,578 | -21.8% | 0.01% | -27.3% |
UBS | New | UBS GROUP AG SHSstock | $38,000 | – | 2,400 | +100.0% | 0.01% | – |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $36,000 | +12.5% | 2,217 | 0.0% | 0.01% | +14.3% | |
VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $39,000 | 0.0% | 757 | 0.0% | 0.01% | -11.1% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $37,000 | +8.8% | 235 | 0.0% | 0.01% | 0.0% | |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $39,000 | -23.5% | 311 | -25.6% | 0.01% | -27.3% |
IEFA | ISHARES CORE MSCI EAFE ETFetf | $33,000 | 0.0% | 518 | 0.0% | 0.01% | 0.0% | |
KORS | MICHAEL KORS HLDGS LTD SHSstock | $34,000 | +3.0% | 500 | 0.0% | 0.01% | 0.0% | |
EDIT | EDITAS MEDICINE INC COMstock | $32,000 | -11.1% | 1,000 | 0.0% | 0.01% | -12.5% | |
HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $33,000 | 0.0% | 700 | +1.4% | 0.01% | 0.0% |
BMY | Sell | BRISTOL MYERS SQUIBB CO COMstock | $31,000 | -54.4% | 481 | -59.7% | 0.01% | -53.3% |
RZV | Buy | RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAetf | $35,000 | 0.0% | 456 | +270.7% | 0.01% | -12.5% |
EFX | Sell | EQUIFAX INC COMstock | $33,000 | -34.0% | 253 | -37.1% | 0.01% | -36.4% |
NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $31,000 | +6.9% | 465 | 0.0% | 0.01% | 0.0% | |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $35,000 | +25.0% | 1,272 | +19.3% | 0.01% | +16.7% |
CLX | CLOROX CO DEL COMstock | $34,000 | +13.3% | 225 | 0.0% | 0.01% | 0.0% | |
SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $32,000 | 0.0% | 288 | +0.3% | 0.01% | 0.0% |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $33,000 | +32.0% | 658 | +18.6% | 0.01% | +16.7% |
VOD | VODAFONE GROUP NEW ADR Fadr | $27,000 | -10.0% | 1,242 | 0.0% | 0.01% | -14.3% | |
PFG | PRINCIPAL FINANCIAL GROUP INCstock | $28,000 | +12.0% | 478 | 0.0% | 0.01% | 0.0% | |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $27,000 | +12.5% | 134 | +0.8% | 0.01% | +20.0% |
PSA | Buy | PUBLIC STORAGE INCreit | $29,000 | -9.4% | 143 | +0.7% | 0.01% | -14.3% |
PAYX | PAYCHEX INCstock | $30,000 | +7.1% | 404 | 0.0% | 0.01% | 0.0% | |
PODD | INSULET CORP COMstock | $26,000 | +23.8% | 250 | 0.0% | 0.01% | +20.0% | |
NVDA | Buy | NVIDIA CORPstock | $28,000 | +64.7% | 100 | +42.9% | 0.01% | +50.0% |
ROG | ROGERS CORP COMstock | $29,000 | +31.8% | 200 | 0.0% | 0.01% | +20.0% | |
WGP | WESTERN GAS EQUITY PARTNERS LP COMUNT LTD PTstock | $27,000 | -15.6% | 906 | 0.0% | 0.01% | -14.3% | |
SPSM | Buy | SPDR PORTFOLIO SMALL CAP ETFetf | $30,000 | +3.4% | 894 | +0.9% | 0.01% | -14.3% |
FR | FIRST INDL RLTY TR INCreit | $24,000 | -4.0% | 750 | 0.0% | 0.01% | -16.7% | |
KMI | KINDER MORGAN INCstock | $22,000 | 0.0% | 1,241 | 0.0% | 0.01% | 0.0% | |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $23,000 | -36.1% | 149 | -40.9% | 0.01% | -37.5% |
FM | ISHARES MSCI FRONTIER 100 ETFetf | $23,000 | -4.2% | 824 | 0.0% | 0.01% | 0.0% | |
REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $22,000 | +4.8% | 389 | 0.0% | 0.01% | 0.0% | |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $24,000 | +14.3% | 133 | 0.0% | 0.01% | 0.0% | |
HCA | HCA INCstock | $17,000 | +30.8% | 125 | 0.0% | 0.00% | +33.3% | |
AWF | ALLIANCEBERNSTEIN GLOBAL HIGH INCOMEcef | $17,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
NBEV | New | NEW AGE BEVERAGES CORP COMstock | $18,000 | – | 3,300 | +100.0% | 0.00% | – |
RWX | Buy | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $20,000 | +5.3% | 530 | +8.4% | 0.00% | 0.0% |
SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $21,000 | +16.7% | 605 | +19.1% | 0.00% | 0.0% |
WAT | WATERS CORP COMstock | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $19,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
DJP | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $20,000 | 0.0% | 835 | 0.0% | 0.00% | -20.0% | |
BSX | BOSTON SCIENTIFIC CORP COMstock | $19,000 | +18.8% | 500 | 0.0% | 0.00% | 0.0% | |
GPC | GENUINE PARTS CO COMstock | $20,000 | +5.3% | 199 | 0.0% | 0.00% | 0.0% | |
SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $20,000 | +11.1% | 346 | 0.0% | 0.00% | 0.0% | |
CASY | CASEYS GEN STORES INCstock | $21,000 | +23.5% | 160 | 0.0% | 0.00% | 0.0% | |
CGC | New | CANOPY GROWTH CORP COMstock | $20,000 | – | 405 | +100.0% | 0.00% | – |
C | CITIGROUP INCstock | $18,000 | +12.5% | 244 | 0.0% | 0.00% | 0.0% | |
ANET | ARISTA NETWORKS INC COMstock | $20,000 | +5.3% | 75 | 0.0% | 0.00% | 0.0% | |
STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $12,000 | 0.0% | 119 | +1.7% | 0.00% | 0.0% |
JBLU | JETBLUE AIRWAYS CORP COMstock | $12,000 | +9.1% | 600 | 0.0% | 0.00% | +50.0% | |
ISHG | ISHARES S&P/CITIGROUP 1-3 YEAR INTERNATIONAL TREASURY BOND FUNDetf | $15,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
IGOV | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETFetf | $15,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
MKL | Sell | MARKEL CORP HOLDING COstock | $12,000 | -96.0% | 10 | -96.4% | 0.00% | -95.5% |
MDRIQ | Sell | MCDERMOTT INTL INCstock | $14,000 | -12.5% | 757 | -9.2% | 0.00% | -25.0% |
OGE | New | OGE ENERGY CORP COMstock | $15,000 | – | 400 | +100.0% | 0.00% | – |
OKTA | OKTA INC CL Astock | $12,000 | +50.0% | 165 | 0.0% | 0.00% | +50.0% | |
PAYC | New | PAYCOM SOFTWARE INC COMstock | $16,000 | – | 100 | +100.0% | 0.00% | – |
GOF | GUGGENHEIM STRATEGIC OPPORTUNITY FUNDcef | $15,000 | -6.2% | 737 | 0.0% | 0.00% | -25.0% | |
SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $13,000 | 0.0% | 446 | 0.0% | 0.00% | 0.0% | |
FDL | Buy | FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHSetf | $13,000 | +8.3% | 426 | +0.7% | 0.00% | 0.0% |
EVV | EATON VANCE LTD DURATION INCOME FDcef | $16,000 | 0.0% | 1,250 | 0.0% | 0.00% | -25.0% | |
TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADRadr | $13,000 | -7.1% | 587 | 0.0% | 0.00% | 0.0% | |
FOXA | TWENTY FIRST CENTY FOX INC CL Astock | $13,000 | -7.1% | 290 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED CONTL HLDGS INC COMstock | $13,000 | +30.0% | 150 | 0.0% | 0.00% | +50.0% | |
GDX | Sell | VANECK VECTORS GOLD MINERS ETFetf | $15,000 | -34.8% | 799 | -23.1% | 0.00% | -40.0% |
CERC | Sell | CERECOR INC COMstock | $12,000 | -45.5% | 2,500 | -50.0% | 0.00% | -40.0% |
WW | WEIGHT WATCHERS INTL INC NEW COMstock | $14,000 | -30.0% | 200 | 0.0% | 0.00% | -40.0% | |
ZBH | ZIMMER HLDGS INCstock | $16,000 | +14.3% | 122 | 0.0% | 0.00% | 0.0% | |
AEP | Sell | AMERICAN ELEC PWR INC COMstock | $15,000 | -34.8% | 216 | -35.7% | 0.00% | -40.0% |
NSC | NORFOLK SOUTHERN CRPstock | $8,000 | +33.3% | 43 | 0.0% | 0.00% | +100.0% | |
ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $11,000 | +83.3% | 150 | +72.4% | 0.00% | +100.0% |
MTB | M & T BK CORP COMstock | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
SU | Sell | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock | $11,000 | -31.2% | 286 | -25.9% | 0.00% | -50.0% |
TXN | TEXAS INSTRS INC COMstock | $10,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
AMH | Buy | AMERICAN HOMES 4 RENT CL Areit | $10,000 | 0.0% | 441 | +0.2% | 0.00% | 0.0% |
WU | WESTERN UNION COMPANYstock | $9,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% | |
HAS | HASBRO INC COMstock | $11,000 | +22.2% | 100 | 0.0% | 0.00% | 0.0% | |
LNN | Buy | LINDSAY CORPORATIONstock | $9,000 | 0.0% | 94 | +1.1% | 0.00% | 0.0% |
SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $11,000 | +10.0% | 60 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC COMstock | $9,000 | -35.7% | 330 | 0.0% | 0.00% | -33.3% | |
USO | UNITED STATES OIL FUND, LPetf | $9,000 | 0.0% | 580 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP COMstock | $10,000 | +11.1% | 223 | 0.0% | 0.00% | 0.0% | |
GWX | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $8,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% | |
IOSP | INNOSPEC INC COMstock | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FFC | FLAHERTY & CRUMRINE / CLAYMORE PFD SECScef | $8,000 | 0.0% | 414 | 0.0% | 0.00% | 0.0% | |
RBSPRSCL | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF Sadr | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
PPG | PPG INDS INC COMstock | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
BKNG | Sell | PRICELINE.COM INCstock | $10,000 | -61.5% | 5 | -61.5% | 0.00% | -66.7% |
CC | CHEMOURS CO COMstock | $8,000 | -11.1% | 205 | 0.0% | 0.00% | 0.0% | |
UMPQ | UMPQUA HLDGS CORP COMstock | $8,000 | -11.1% | 400 | 0.0% | 0.00% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC COMstock | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% | |
FMC | F M C CORP COM NEWstock | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IYH | ISHARES TR DOW JONES U S HEALTHCAREetf | $9,000 | +12.5% | 44 | 0.0% | 0.00% | 0.0% | |
MLM | MARTIN MARIETTA MATLS INC COMstock | $9,000 | -18.2% | 50 | 0.0% | 0.00% | 0.0% | |
EEMV | ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETFetf | $8,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
FFIV | F5 NETWORKS INCstock | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
TSI | TCW STRATEGIC INCOME FUND INC COMcef | $10,000 | 0.0% | 1,770 | 0.0% | 0.00% | 0.0% | |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $10,000 | -96.4% | 30 | -96.7% | 0.00% | -96.8% |
GPRE | Sell | GREEN PLAINS INC COMstock | $9,000 | -69.0% | 500 | -68.2% | 0.00% | -71.4% |
XLV | New | HEALTH CARE SELECT SECTOR SPDRetf | $11,000 | – | 121 | +100.0% | 0.00% | – |
COHR | COHERENT INC COMstock | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% | |
BK | BANK NEW YORK MELLON CORP COMstock | $9,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $3,000 | -98.6% | 4,346 | +19.9% | 0.00% | -98.0% |
KHC | KRAFT HEINZ CO COMstock | $7,000 | -12.5% | 128 | 0.0% | 0.00% | -50.0% | |
VMI | VALMONT INDS INC COMstock | $6,000 | -14.3% | 43 | 0.0% | 0.00% | -50.0% | |
KAR | KAR AUCTION SVCS INC COMstock | $4,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% | |
DNKN | DUNKIN BRANDS GROUP INC COMstock | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
ARKW | New | ARK WEB X.0 ETFetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
WATT | ENERGOUS CORP COMstock | $5,000 | -28.6% | 500 | 0.0% | 0.00% | -50.0% | |
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS CORP COMstock | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINL CORP NEW COMstock | $3,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
GIS | GENERAL MLS INC COMstock | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC COMstock | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
GSK | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $7,000 | 0.0% | 180 | 0.0% | 0.00% | -50.0% | |
AFL | AFLAC INC COMstock | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% | |
GRUB | New | GRUBHUB INC COMstock | $7,000 | – | 50 | +100.0% | 0.00% | – |
PPT | PUTNAM PREMIER INCOME TR SH BEN INTcef | $4,000 | 0.0% | 691 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD INCcef | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
CHI | Buy | CALAMOS CONV OPPORTUNITIES & INCOME FDcef | $5,000 | 0.0% | 393 | +2.3% | 0.00% | 0.0% |
HPQ | HP INC COMstock | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
CCI | CROWN CASTLE INTL CORPreit | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $4,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
VDE | VANGUARD ENERGY INDEX FUNDetf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
HOG | HARLEY DAVIDSON INCstock | $5,000 | +25.0% | 105 | 0.0% | 0.00% | 0.0% | |
GLW | CORNING INC COMstock | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
ETR | ENTERGY CORP NEW COMstock | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
TJX | TJX COS INC NEW COMstock | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
PYPL | PAYPAL HLDGS INC COMstock | $6,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INTcef | $4,000 | +33.3% | 152 | 0.0% | 0.00% | 0.0% | |
BTI | BRITISH AMERN TOB PLC SPONSORED ADRadr | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP COMstock | $4,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC COMstock | $6,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
BLUE | BLUEBIRD BIO INC COMstock | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADRadr | $3,000 | +50.0% | 62 | 0.0% | 0.00% | – | |
BAX | BAXTER INTL INC COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
BHC | New | BAUSCH HEALTH COS INC COMstock | $5,000 | – | 200 | +100.0% | 0.00% | – |
FAST | FASTENAL CO COMstock | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
NTR | NUTRIEN LTD COMstock | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
AGCO | New | AGCO CORP COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
BNS | BANK N S HALIFAX COMstock | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
RNP | Buy | COHEN & STEERS REIT PREFERRED BALANCE INCOMEcef | $6,000 | 0.0% | 305 | +2.0% | 0.00% | 0.0% |
OMI | Buy | OWENS & MINOR INC NEW COMstock | $3,000 | +50.0% | 200 | +100.0% | 0.00% | – |
NTRS | NORTHERN TR CORP COMstock | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $6,000 | +20.0% | 155 | 0.0% | 0.00% | 0.0% | |
ETJ | Buy | EATON VANCE RISK MNGD DIV EQTY COMcef | $5,000 | 0.0% | 510 | +2.4% | 0.00% | 0.0% |
USRT | ISHARES CORE U.S. REIT ETFetf | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
NTAP | NETAPP INCstock | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
AVNS | AVANOS MED INC COMstock | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
PGX | New | POWERSHARES GLOBAL PREFERRED ETFetf | $7,000 | – | 523 | +100.0% | 0.00% | – |
TGT | TARGET CORP COMstock | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC COMstock | $3,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
TAP | MOLSON COORS BREWING CO CL Bstock | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
SO | SOUTHERN CO COMstock | $4,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
SPH | SUBURBAN PROPANE PARTNERS LPstock | $4,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORPstock | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
SYY | SYSCO CORP COMstock | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
XPH | SPDR S&P PHARMACEUTICALS ETFetf | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
APA | APACHE CORP COMstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC COMstock | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $4,000 | -20.0% | 68 | -28.4% | 0.00% | 0.0% |
UVV | UNIVERSAL CORP VA COMstock | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
IYW | ISHARES U.S. TECHNOLOGY ETFetf | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
LOW | LOWES COS INC COMstock | $7,000 | +16.7% | 58 | 0.0% | 0.00% | 0.0% | |
FLR | FLUOR CORP NEW COMstock | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
ISTB | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL-RAND PLC SHSstock | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
IVZ | INVESCO LTD SHSstock | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
LFVN | LIFEVANTAGE CORP COM NEWstock | $4,000 | +100.0% | 343 | 0.0% | 0.00% | – | |
DBX | DROPBOX INC CL Astock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP NEW COMstock | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
LVS | LAS VEGAS SANDS CORPstock | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
IBND | SPDR BLOOMBERG BARCLAYS INTERNATIONAL CORPORATE BOND ETFetf | $7,000 | 0.0% | 216 | 0.0% | 0.00% | -50.0% | |
KURA | KURA ONCOLOGY INC COMstock | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
TM | TOYOTA MOTOR CORP SP ADR REP2COMadr | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
SNAP | Sell | SNAP INC CL Astock | $0 | -100.0% | 22 | -98.0% | 0.00% | -100.0% |
SJM | J M SMUCKER CO NEWstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
SHOP | Buy | SHOPIFY INC CL Astock | $1,000 | 0.0% | 6 | +50.0% | 0.00% | – |
SHPG | SHIRE PLC SPONSORED ADRadr | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $1,000 | 0.0% | 37 | +2.8% | 0.00% | – |
XLE | New | ENERGY SELECT SECTOR SPDRetf | $1,000 | – | 18 | +100.0% | 0.00% | – |
TDOC | New | TELADOC HEALTH INC COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
TEX | TEREX CORP NEW COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
BLD | TOPBUILD CORP COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
DOVA | DOVA PHARMACEUTICALS INC COMstock | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -100.0% | |
SBRA | SABRA HEALTH CARE REIT INC COMreit | $0 | – | 2 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INC CL Astock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INC CL Cstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
COKE | COCA COLA BOTTLING CO CONS COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
SUN | Exit | SUNOCO LP COM U REP LPstock | $0 | – | -100 | -100.0% | 0.00% | – |
GUNR | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $2,000 | +100.0% | 59 | +34.1% | 0.00% | – |
UNIT | UNITI GROUP INC COMreit | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
BEN | Buy | FRANKLIN RES INC COMstock | $1,000 | 0.0% | 24 | +2300.0% | 0.00% | – |
FTRCQ | New | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
CIEN | CIENA CORPstock | $0 | – | 1 | 0.0% | 0.00% | – | |
GMWSB | GENERAL MTRS CO WT EXP 071019stock | $1,000 | -50.0% | 78 | 0.0% | 0.00% | – | |
TBT | PROSHARES ULTRASHORT 20PLUS YEAR TREASURYetf | $2,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
HAL | HALLIBURTON CO COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
PRSP | PERSPECTA INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
PTXTQ | PERNIX THERAPEUTICS HLDGS INC COM NEWstock | $0 | – | 70 | 0.0% | 0.00% | – | |
JCPNQ | PENNEY J C INC COMstock | $1,000 | -50.0% | 731 | 0.0% | 0.00% | – | |
VREX | VAREX IMAGING CORP COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
INSYQ | Sell | INSYS THERAPEUTICS INC NEW COM NEWstock | $1,000 | -80.0% | 50 | -92.9% | 0.00% | -100.0% |
OHI | OMEGA HEALTHCARE INVS INC COMreit | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
OLN | OLIN CORP COM PAR $1stock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
IVC | INVACARE CORP COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
VSM | VERSUM MATLS INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
XON | INTREXON CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BGS | B & G FOODS INC NEW COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
AVP | Buy | AVON PRODS INC COMstock | $0 | -100.0% | 36 | +50.0% | 0.00% | – |
HYB | NEW AMER HIGH INCOME FD INC COM NEWcef | $2,000 | 0.0% | 277 | 0.0% | 0.00% | – | |
WELL | WELLTOWER INC COMreit | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
WERN | Sell | WERNER ENTERPRISES INC COMstock | $1,000 | -95.0% | 21 | -96.0% | 0.00% | -100.0% |
WRK | WESTROCK CO COMstock | $2,000 | -33.3% | 46 | 0.0% | 0.00% | -100.0% | |
WINMQ | WINDSTREAM CORPORATIONstock | $0 | – | 6 | 0.0% | 0.00% | – | |
MFGP | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | – | 19 | 0.0% | 0.00% | – | |
DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
DIM | Sell | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUNDetf | $1,000 | -75.0% | 13 | -78.7% | 0.00% | -100.0% |
ELD | Sell | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $1,000 | -80.0% | 27 | -81.0% | 0.00% | -100.0% |
MAS | MASCO CORP COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
WOR | WORTHINGTON INDS INC COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
APC | Sell | ANADARKO PETE CORPstock | $0 | -100.0% | 5 | -96.0% | 0.00% | -100.0% |
ZTS | ZOETIS INC CL Astock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH INDEXetf | $2,000 | -71.4% | 10 | -69.7% | 0.00% | -100.0% |
BG | BUNGE LIMITED COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
IYE | ISHARES DJ US ENERGYetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
MNKKQ | MALLINCKRODT PUB LTD CO SHSstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
LB | L BRANDS INC COMstock | $2,000 | -33.3% | 80 | 0.0% | 0.00% | -100.0% | |
SBOW | Exit | SILVERBOW RES INC COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
K | KELLOGG CO COMstock | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC COMstock | $0 | – | 13 | 0.0% | 0.00% | – | |
PEIX | Exit | PACIFIC ETHANOL INC COM PAR $.001stock | $0 | – | -250 | -100.0% | 0.00% | – |
RRC | Exit | RANGE RES CORP COMstock | $0 | – | -120 | -100.0% | 0.00% | – |
WPG | Exit | WASHINGTON PRIME GROUP INCreit | $0 | – | -103 | -100.0% | 0.00% | – |
STNG | Exit | SCORPIO TANKERS INC SHSstock | $0 | – | -800 | -100.0% | 0.00% | – |
ESTE | Exit | EARTHSTONE ENERGY INCstock | $0 | – | -127 | -100.0% | 0.00% | – |
SDRL | Exit | SEADRILL LIMTEDstock | $0 | – | -250 | -100.0% | 0.00% | – |
EMCG | Exit | WISDOMTREE EMERGING MARKETS CONSUMER GROWTH FUNDetf | $0 | – | -55 | -100.0% | 0.00% | – |
APDN | Exit | APPLIED DNA SCIENCES INC COM NEWstock | $0 | – | -500 | -100.0% | 0.00% | – |
ESV | Exit | ENSCO PLCstock | $0 | – | -160 | -100.0% | 0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC COMstock | $0 | – | -9 | -100.0% | 0.00% | – |
WLL | Exit | WHITING PETROLEUM CORPORATIONstock | $0 | – | -15 | -100.0% | 0.00% | – |
HUBB | Exit | HUBBELL INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
AKS | Exit | AK STL HLDG CORP COMstock | $0 | – | -500 | -100.0% | 0.00% | – |
LPL | Exit | LG DISPLAY CO LTD SPONS ADR REPadr | $0 | – | -200 | -100.0% | 0.00% | – |
SBOT | Exit | STELLAR BIOTECHNOLOGIES INC COMstock | $0 | – | -24 | -100.0% | 0.00% | – |
VNET | Exit | 21VIANET GROUP INC SPONSORED ADRadr | $0 | – | -100 | -100.0% | 0.00% | – |
OLED | Exit | UNIVERSAL DISPLAY CORP COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
DNN | Exit | DENISON MINES CORP COMstock | $0 | – | -2,000 | -100.0% | 0.00% | – |
EPI | Exit | WISDOMTREE TR INDIA EARNINGS FDetf | $0 | – | -43 | -100.0% | 0.00% | – |
SSINQ | STAGE STORES INC COM NEWstock | $2,000 | 0.0% | 800 | 0.0% | 0.00% | – | |
EPR | EPR PPTYS COM SH BEN INTreit | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
SMTA | SPIRIT MTA REIT COM SHS BEN INreit | $0 | – | 12 | 0.0% | 0.00% | – | |
SRC | SPIRIT RLTY CAP INC NEW COMreit | $1,000 | 0.0% | 122 | 0.0% | 0.00% | – | |
LEO | New | DREYFUS STRATEGIC MUNS INC COMcef | $1,000 | – | 187 | +100.0% | 0.00% | – |
IWN | Exit | ISHARES RUSSELL 2000 VALUE ETFetf | $0 | – | -31 | -100.0% | -0.00% | – |
IWC | Exit | ISHARES MICRO-CAP ETFetf | $0 | – | -35 | -100.0% | -0.00% | – |
PERS | Exit | SANDRIDGE PERMIAN TR COM UNIT BEN INTstock | $0 | – | -2,000 | -100.0% | -0.00% | – |
VRX | Exit | VALEANT PHARMACEUTICALS INTL I COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
GTN | Exit | GRAY TELEVISION INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
FDC | Exit | FIRST DATA CORP NEW COM CL Astock | $0 | – | -159 | -100.0% | -0.00% | – |
GBBEF | Exit | IPATH GBP/USD EXCHANGE RATE ETNetf | $0 | – | -100 | -100.0% | -0.00% | – |
HSY | Exit | HERSHEY CO COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
IWS | Exit | ISHARES RUSSELL MID-CAP VALUE ETFetf | $0 | – | -38 | -100.0% | -0.00% | – |
EFG | Exit | ISHARES MSCI EAFE GROWTH ETFetf | $0 | – | -78 | -100.0% | -0.00% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
SWIR | Exit | SIERRA WIRELESS INC COMstock | $0 | – | -250 | -100.0% | -0.00% | – |
CPE | Exit | CALLON PETE CO DEL COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
IWP | Exit | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $0 | – | -27 | -100.0% | -0.00% | – |
AA | Exit | ALCOA CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
GG | Exit | GOLDCORP INCstock | $0 | – | -272 | -100.0% | -0.00% | – |
SPPP | Exit | SPROTT PHYSICAL PLAT PALLAD TS UNITcef | $0 | – | -500 | -100.0% | -0.00% | – |
CRTO | Exit | CRITEO S A SPONS ADSadr | $0 | – | -250 | -100.0% | -0.00% | – |
TOL | Exit | TOLL BROTHERS INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
FNSR | Exit | FINISAR CORP COM NEWstock | $0 | – | -400 | -100.0% | -0.00% | – |
XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDetf | $0 | – | -200 | -100.0% | -0.00% | – |
PTEN | Exit | PATTERSON ENERGY INCstock | $0 | – | -500 | -100.0% | -0.00% | – |
NXPI | Exit | NXP SEMICONDUCTORS N V COMstock | $0 | – | -70 | -100.0% | -0.00% | – |
HEP | Exit | HOLLY ENERGY PARTNERS L P COM UT LTD PTNstock | $0 | – | -300 | -100.0% | -0.00% | – |
NG | Exit | NOVAGOLD RES INC COM NEWstock | $0 | – | -1,500 | -100.0% | -0.00% | – |
VMC | Exit | VULCAN MATLS CO COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
PRLB | Exit | PROTO LABS INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
PFF | Exit | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $0 | – | -392 | -100.0% | -0.00% | – |
X | Exit | UNITED STATES STL CORP NEW COMstock | $0 | – | -550 | -100.0% | -0.00% | – |
PCG | Exit | PG&E CORP COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
PKG | Exit | PACKAGING CORP AMER COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
STZ | Exit | CONSTELLATION BRANDS INC CL Astock | $0 | – | -100 | -100.0% | -0.01% | – |
SSO | Exit | PROSHARES ULTRA S&P 500etf | $0 | – | -200 | -100.0% | -0.01% | – |
CGNX | Exit | COGNEX CORP COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
EQGP | Exit | EQT GP HLDGS LP COM UNIT REPstock | $0 | – | -1,264 | -100.0% | -0.01% | – |
EVHC | Exit | ENVISION HEALTHCARE CORP COMstock | $0 | – | -1,570 | -100.0% | -0.02% | – |
LITE | Exit | LUMENTUM HLDGS INC COMstock | $0 | – | -420 | -100.0% | -0.02% | – |
HTZGQ | Exit | HERTZ GLOBAL HLDGS INC COMstock | $0 | – | -5,544 | -100.0% | -0.02% | – |
DBD | Exit | DIEBOLD NXDF INC COMstock | $0 | – | -8,014 | -100.0% | -0.02% | – |
KLXI | Exit | KLX INC COMstock | $0 | – | -1,360 | -100.0% | -0.02% | – |
OZRK | Exit | BANK OF THE OZARKS COMstock | $0 | – | -2,168 | -100.0% | -0.02% | – |
SGMS | Exit | SCIENTIFIC GAMES CORP COMstock | $0 | – | -2,850 | -100.0% | -0.03% | – |
EL | Exit | LAUDER ESTEE COS INC CL Astock | $0 | – | -1,052 | -100.0% | -0.03% | – |
FTI | Exit | TECHNIPFMC PLC COMstock | $0 | – | -5,180 | -100.0% | -0.04% | – |
TEP | Exit | TALLGRASS ENERGY PARTNERS LP COM UNITstock | $0 | – | -4,366 | -100.0% | -0.04% | – |
WAB | Exit | WABTEC CORP COMstock | $0 | – | -1,945 | -100.0% | -0.04% | – |
BLDR | Exit | BUILDERS FIRSTSOURCE INC COMstock | $0 | – | -11,000 | -100.0% | -0.04% | – |
SIX | Exit | SIX FLAGS ENTMT CORP NEW COMstock | $0 | – | -3,180 | -100.0% | -0.05% | – |
BYD | Exit | BOYD GAMING CORPstock | $0 | – | -6,840 | -100.0% | -0.05% | – |
RSPP | Exit | RSP PERMIAN INC COMstock | $0 | – | -6,005 | -100.0% | -0.06% | – |
ACN | Exit | ACCENTURE PLC IRELAND SHS CLASS Astock | $0 | – | -1,730 | -100.0% | -0.06% | – |
CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $0 | – | -3,667 | -100.0% | -0.06% | – |
EBAY | Exit | EBAY INCstock | $0 | – | -3,574 | -100.0% | -0.07% | – |
WPZ | Exit | WILLIAMS PARTNERS L P NEW COM UNIT LTD PARstock | $0 | – | -14,173 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD MID-CAP VALUE INDEX FUND | 40 | Q3 2023 | 5.7% |
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF | 40 | Q3 2023 | 7.0% |
VANGUARD MID-CAP GROWTH INDEX FUND | 40 | Q3 2023 | 4.6% |
VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF | 40 | Q3 2023 | 7.7% |
VANGUARD FTSE DEVELOPED MARKETS ETF | 40 | Q3 2023 | 4.6% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 40 | Q3 2023 | 4.1% |
VANGUARD SMALL-CAP VALUE INDEX FUND | 40 | Q3 2023 | 3.6% |
VANGUARD GROWTH INDEX FUND | 40 | Q3 2023 | 5.0% |
APPLE INC COM | 40 | Q3 2023 | 2.2% |
SCHWAB U.S. SMALL-CAP ETF | 40 | Q3 2023 | 4.9% |
View Avior Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-26 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Avior Wealth Management, 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.