$1.16 Billion is the total value of Avior Wealth Management, LLC's 1316 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 28.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VUG | Buy | VANGUARD GROWTH ETFetf | $58,141,000 | +3.0% | 202,161 | +14.9% | 5.01% | +7.4% |
VOE | Buy | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf | $48,364,000 | +4.9% | 323,143 | +5.4% | 4.17% | +9.4% |
VOT | Buy | VANGUARD MID CAP GROWTH ETFetf | $46,966,000 | -3.4% | 210,791 | +10.4% | 4.05% | +0.7% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $46,257,000 | +5.7% | 866,090 | +10.0% | 3.99% | +10.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $42,715,000 | +19.3% | 121,039 | +1.1% | 3.68% | +24.4% |
IVV | Sell | ISHARES S&P 500 INDEXetf | $39,831,000 | -8.3% | 87,793 | -3.6% | 3.43% | -4.4% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $26,117,000 | +1.7% | 545,436 | +8.1% | 2.25% | +6.0% |
MGK | Sell | VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETFetf | $25,219,000 | -15.2% | 107,133 | -6.0% | 2.17% | -11.5% |
AAPL | Sell | APPLE INCstock | $23,725,000 | -1.7% | 135,884 | -0.0% | 2.04% | +2.5% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $19,157,000 | -0.0% | 46,144 | +5.1% | 1.65% | +4.2% |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $17,959,000 | -5.7% | 336,375 | +99.6% | 1.55% | -1.7% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $17,170,000 | +4.2% | 97,590 | +5.9% | 1.48% | +8.7% |
VBK | Buy | VANGUARD SMALL CAP GROWTH ETFetf | $16,372,000 | +2.9% | 65,981 | +16.8% | 1.41% | +7.3% |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $15,302,000 | +10.1% | 366,517 | +10.8% | 1.32% | +14.9% |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $15,188,000 | -11.9% | 198,856 | -3.5% | 1.31% | -8.1% |
SLYV | Buy | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $15,077,000 | +7.3% | 180,938 | +9.1% | 1.30% | +11.9% |
SCHO | Buy | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $13,413,000 | +4.9% | 270,767 | +7.7% | 1.16% | +9.4% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $13,215,000 | +5.9% | 217,680 | +9.7% | 1.14% | +10.5% |
MSFT | Sell | MICROSOFTstock | $12,156,000 | -9.0% | 39,428 | -0.7% | 1.05% | -5.1% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $11,865,000 | +2.6% | 226,276 | +8.0% | 1.02% | +6.9% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $10,624,000 | +1.0% | 39,592 | +6.6% | 0.92% | +5.4% |
MGV | Sell | VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETFetf | $10,431,000 | -4.7% | 97,201 | -5.2% | 0.90% | -0.7% |
UNP | Sell | UNION PAC CORP COMstock | $10,253,000 | +2.7% | 37,529 | -5.3% | 0.88% | +7.2% |
VNQ | Sell | VANGUARD REIT INDEX ETFetf | $10,191,000 | -7.4% | 94,044 | -0.9% | 0.88% | -3.5% |
MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $9,608,000 | +6.8% | 87,640 | +13.3% | 0.83% | +11.3% |
AMZN | Sell | AMAZON.COM INCstock | $9,440,000 | -3.4% | 2,896 | -1.2% | 0.81% | +0.6% |
SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $8,683,000 | -7.9% | 161,249 | +94.8% | 0.75% | -4.0% |
GOOGL | Buy | ALPHABET INC.stock | $8,666,000 | +3.1% | 3,116 | +7.4% | 0.75% | +7.6% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELDetf | $8,068,000 | -5.6% | 71,875 | -5.7% | 0.70% | -1.6% |
MDYV | Buy | SPDR SER TR S&P 400 MID CAP VALUE ETFetf | $8,006,000 | +7.7% | 113,764 | +8.8% | 0.69% | +12.2% |
VCIT | Buy | VANGUARD INTERMEDIATE TERM CORP BOND FD ETFetf | $7,344,000 | +1.8% | 85,360 | +9.8% | 0.63% | +6.2% |
SCHM | Sell | SCHWAB US MID-CAP ETFetf | $6,880,000 | -5.8% | 90,695 | -0.2% | 0.59% | -1.8% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $6,803,000 | +3.5% | 86,240 | +6.0% | 0.59% | +7.9% |
BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $6,169,000 | -15.0% | 79,041 | -12.0% | 0.53% | -11.3% |
VTV | Sell | VANGUARD VALUE ETFetf | $5,952,000 | -6.8% | 40,279 | -7.2% | 0.51% | -2.8% |
NVDA | Sell | NVIDIA CORPstock | $5,901,000 | -12.0% | 21,630 | -5.2% | 0.51% | -8.1% |
SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $5,903,000 | -4.6% | 140,318 | +1.4% | 0.51% | -0.4% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $5,905,000 | -7.9% | 40,162 | -1.7% | 0.51% | -4.0% |
UNH | Sell | UNITEDHEALTH GROUPstock | $5,876,000 | +0.6% | 11,524 | -0.9% | 0.51% | +4.8% |
ABBV | Buy | ABBVIE INC COMstock | $5,828,000 | +23.5% | 35,956 | +3.1% | 0.50% | +28.7% |
BSJO | Buy | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $5,715,000 | -3.9% | 239,962 | +0.8% | 0.49% | +0.2% |
HYLB | Buy | X-TRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $5,672,000 | +4.0% | 150,389 | +9.9% | 0.49% | +8.4% |
BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $5,375,000 | -3.2% | 255,148 | +0.4% | 0.46% | +0.9% |
MA | Buy | MASTERCARD INCstock | $5,309,000 | +0.2% | 14,857 | +0.7% | 0.46% | +4.3% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $5,271,000 | +5.4% | 29,745 | +1.8% | 0.45% | +9.9% |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $5,256,000 | -16.5% | 143,142 | -11.6% | 0.45% | -12.9% |
SHM | Buy | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $5,212,000 | -2.3% | 110,138 | +1.5% | 0.45% | +1.8% |
BAC | Buy | BK OF AMERICA CORP COMstock | $5,211,000 | -1.3% | 126,433 | +6.6% | 0.45% | +3.0% |
VV | Buy | VANGUARD LARGE CAPetf | $5,166,000 | +2.0% | 24,778 | +8.1% | 0.44% | +6.2% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $4,989,000 | -4.1% | 83,517 | +2.1% | 0.43% | 0.0% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $4,956,000 | -2.2% | 36,362 | +13.6% | 0.43% | +1.9% |
ORCL | Sell | ORACLE CORPORATIONstock | $4,933,000 | -8.5% | 59,631 | -3.5% | 0.42% | -4.5% |
FB | Sell | META PLATFORMS INC CL Astock | $4,837,000 | -35.3% | 21,758 | -2.1% | 0.42% | -32.5% |
VWOB | Buy | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $4,841,000 | -1.8% | 69,302 | +9.2% | 0.42% | +2.5% |
DIS | Buy | DISNEY WALT CO COMstock | $4,616,000 | -11.4% | 33,663 | +0.1% | 0.40% | -7.4% |
HD | Buy | HOME DEPOTstock | $4,463,000 | -25.3% | 14,911 | +3.6% | 0.38% | -22.1% |
DFAE | Buy | DIMENSIONAL EMERGING CORE EQUITY MARKET ETFetf | $4,457,000 | +15.8% | 169,876 | +20.7% | 0.38% | +20.8% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $4,450,000 | -1.1% | 67,086 | +9.0% | 0.38% | +3.0% |
SCHE | Buy | SCHWAB EMERGING MARKET EQ ETFetf | $4,389,000 | -1.0% | 158,064 | +5.5% | 0.38% | +3.0% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $4,249,000 | -10.6% | 18,666 | -5.2% | 0.37% | -6.9% |
KR | Sell | KROGER CO COMstock | $4,213,000 | +21.5% | 73,443 | -4.1% | 0.36% | +26.5% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $4,099,000 | +17.7% | 38,002 | +25.0% | 0.35% | +22.6% |
BA | Sell | BOEING CO COMstock | $4,048,000 | -8.0% | 21,143 | -3.3% | 0.35% | -4.1% |
QQQ | Sell | POWERSHARES QQQ TRetf | $4,038,000 | -37.5% | 11,139 | -31.4% | 0.35% | -34.8% |
DHR | Buy | DANAHER CORPORATION COMstock | $3,934,000 | -10.7% | 13,414 | +0.2% | 0.34% | -6.9% |
LQD | Sell | ISHARES IBOXX CORPORATE BOND ETFetf | $3,863,000 | -61.8% | 31,944 | -58.1% | 0.33% | -60.1% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $3,831,000 | -6.5% | 48,996 | +1.1% | 0.33% | -2.7% |
VO | Buy | VANGUARD MID CAPetf | $3,801,000 | +2.3% | 17,874 | +8.5% | 0.33% | +6.8% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $3,518,000 | +10.1% | 18,814 | -3.7% | 0.30% | +14.8% |
CVX | Buy | CHEVRON CORP NEW COMstock | $3,495,000 | +39.7% | 21,470 | +0.7% | 0.30% | +45.4% |
SCHH | Buy | SCH US REIT ETFetf | $3,409,000 | +4.3% | 136,989 | +120.8% | 0.29% | +8.9% |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $3,355,000 | +41.3% | 66,352 | +50.6% | 0.29% | +47.4% |
MCD | Buy | MCDONALDS CORP COMstock | $3,315,000 | -3.9% | 13,406 | +4.2% | 0.29% | +0.4% |
NKE | Buy | NIKE INC CLASS Bstock | $3,316,000 | -15.7% | 24,648 | +4.4% | 0.29% | -12.0% |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $3,302,000 | -11.4% | 10,005 | +2.7% | 0.28% | -7.5% |
SLV | Buy | ISHARES SILVER TRUST ETFetf | $3,224,000 | +10.9% | 140,945 | +4.2% | 0.28% | +15.8% |
BLK | Buy | BLACKROCK INCstock | $3,205,000 | -13.9% | 4,196 | +3.1% | 0.28% | -10.4% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $3,176,000 | -14.9% | 13,962 | -7.7% | 0.27% | -11.0% |
SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $3,178,000 | -4.9% | 57,189 | 0.0% | 0.27% | -0.7% | |
SYK | Buy | STRYKER CORPstock | $3,144,000 | +2.8% | 11,762 | +2.8% | 0.27% | +7.1% |
IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $3,106,000 | -20.6% | 19,950 | -20.1% | 0.27% | -17.0% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $3,105,000 | -13.3% | 1,111 | -10.3% | 0.27% | -9.5% |
COST | Buy | COSTCO WHOLESALE CORPstock | $3,040,000 | +2.1% | 5,280 | +0.7% | 0.26% | +6.5% |
FISV | Buy | FISERV INCstock | $3,001,000 | +3.8% | 29,605 | +6.3% | 0.26% | +8.4% |
SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $2,989,000 | -21.4% | 45,156 | -13.9% | 0.26% | -17.8% |
CRM | Sell | SALESFORCE COMstock | $2,962,000 | -17.6% | 13,957 | -1.3% | 0.26% | -14.1% |
OKE | Sell | ONEOK INC NEW COMstock | $2,922,000 | +15.4% | 41,375 | -4.0% | 0.25% | +20.6% |
HON | Buy | HONEYWELL INTL INCstock | $2,811,000 | -4.7% | 14,448 | +2.2% | 0.24% | -0.8% |
V | Sell | VISA INCstock | $2,771,000 | -7.2% | 12,498 | -9.4% | 0.24% | -3.2% |
New | SPDR GOLD MINISHARES TRUSTetf | $2,696,000 | – | 70,100 | +100.0% | 0.23% | – | |
WFC | Sell | WELLS FARGO CO NEW COMstock | $2,679,000 | -9.3% | 55,296 | -10.3% | 0.23% | -5.3% |
BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $2,676,000 | -0.5% | 33,646 | +6.0% | 0.23% | +4.1% |
PEP | Buy | PEPSICO INC COMstock | $2,631,000 | -0.5% | 15,722 | +3.3% | 0.23% | +4.1% |
IJJ | Sell | ISHARES S&P MIDCAP 400 VALUE ETFetf | $2,463,000 | -14.8% | 22,472 | -14.0% | 0.21% | -11.3% |
XOM | Buy | EXXON MOBIL CORP COMstock | $2,453,000 | +42.7% | 29,710 | +5.7% | 0.21% | +48.6% |
TSLA | Buy | TESLA INC COMstock | $2,433,000 | +72.9% | 2,259 | +69.6% | 0.21% | +81.0% |
VOOV | Sell | VANGUARD S&P 500 VALUE ETFetf | $2,386,000 | -12.9% | 15,833 | -12.5% | 0.21% | -8.8% |
ICF | Sell | ISHARES COHEN & STEERS RLTYetf | $2,383,000 | -7.2% | 33,561 | -0.6% | 0.20% | -3.3% |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $2,281,000 | -7.0% | 49,451 | -0.3% | 0.20% | -3.0% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $2,240,000 | +18.3% | 27,353 | +26.6% | 0.19% | +23.7% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $2,190,000 | -9.8% | 13,507 | -4.5% | 0.19% | -6.0% |
IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $2,188,000 | +23.6% | 42,316 | +28.8% | 0.19% | +29.5% |
ABT | Buy | ABBOTT LABS COMstock | $2,144,000 | -11.4% | 18,127 | +5.4% | 0.18% | -7.5% |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $2,148,000 | +1.6% | 41,356 | +5.4% | 0.18% | +5.7% |
IVOV | Sell | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $2,075,000 | -19.0% | 12,385 | -18.5% | 0.18% | -15.6% |
ICE | Buy | INTERCONTINENTALEXCHINTLstock | $2,048,000 | +2.1% | 15,506 | +5.7% | 0.18% | +6.0% |
IAU | Buy | ISHARES GOLD TRUST ETFetf | $1,967,000 | +13.2% | 53,423 | +7.0% | 0.17% | +18.1% |
ECL | Buy | ECOLAB INC COMstock | $1,927,000 | -21.8% | 10,915 | +3.9% | 0.17% | -18.6% |
QCOM | Buy | QUALCOMM INCstock | $1,818,000 | -3.8% | 11,908 | +15.2% | 0.16% | +0.6% |
Buy | DIMENSIONAL INTERNATIONAL VALUE ETFetf | $1,807,000 | +2.1% | 54,001 | +0.2% | 0.16% | +6.8% | |
VB | Sell | VANGUARD SMALL CAP ETFetf | $1,815,000 | -8.8% | 8,543 | -3.0% | 0.16% | -5.5% |
DE | Buy | DEERE & CO COMstock | $1,791,000 | +64.9% | 4,312 | +36.1% | 0.15% | +71.1% |
PFE | Buy | PFIZER INC COMstock | $1,786,000 | -10.3% | 34,506 | +2.3% | 0.15% | -6.7% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $1,749,000 | +53.3% | 25,169 | +64.6% | 0.15% | +60.6% |
SPY | Sell | SPDR S&P 500 ETFetf | $1,749,000 | -12.8% | 3,873 | -8.3% | 0.15% | -9.0% |
VZ | Buy | VERIZON COMMUNICATIONSstock | $1,749,000 | +2.8% | 34,419 | +4.7% | 0.15% | +7.1% |
SCHC | Sell | SCHWAB INTL SMALL CAP ETFetf | $1,667,000 | -18.6% | 43,926 | -12.2% | 0.14% | -14.8% |
CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $1,647,000 | -0.2% | 16,574 | +2.9% | 0.14% | +4.4% |
LLY | Sell | LILLY ELI & CO COMstock | $1,633,000 | +3.7% | 5,707 | -0.0% | 0.14% | +8.5% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $1,612,000 | +165.6% | 31,479 | +166.2% | 0.14% | +178.0% |
QTEC | Sell | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $1,602,000 | -54.4% | 10,506 | -47.6% | 0.14% | -52.4% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $1,586,000 | +17.4% | 3 | 0.0% | 0.14% | +22.3% | |
DFAT | Sell | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $1,554,000 | -5.1% | 33,372 | -3.2% | 0.13% | -0.7% |
SCHA | Buy | SCHWAB ETFS- US SMALL-CAP ETFetf | $1,547,000 | -14.1% | 32,680 | +85.9% | 0.13% | -10.7% |
ADBE | Buy | ADOBE SYS INCstock | $1,514,000 | -5.1% | 3,326 | +18.1% | 0.13% | -1.5% |
SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $1,495,000 | -13.7% | 28,140 | -9.3% | 0.13% | -9.8% |
KO | COCA COLA CO COMstock | $1,492,000 | +4.7% | 24,074 | 0.0% | 0.13% | +9.3% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $1,474,000 | -5.2% | 2,497 | +7.1% | 0.13% | -1.6% |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $1,465,000 | -10.6% | 16,705 | -10.9% | 0.13% | -6.7% |
COP | Sell | CONOCOPHILLIPS COMstock | $1,430,000 | +37.6% | 14,309 | -0.7% | 0.12% | +43.0% |
WSO | Sell | WATSCO INC COMstock | $1,377,000 | -18.5% | 4,522 | -16.3% | 0.12% | -15.0% |
AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $1,370,000 | -4.2% | 12,793 | +2.1% | 0.12% | 0.0% |
BRKS | Sell | AZENTA INC COMstock | $1,375,000 | -32.5% | 16,597 | -16.0% | 0.12% | -29.8% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $1,358,000 | -5.0% | 29,306 | +1.8% | 0.12% | -0.8% |
FDX | Buy | FEDEX CORPstock | $1,284,000 | -8.7% | 5,550 | +2.1% | 0.11% | -4.3% |
CIBR | Buy | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $1,261,000 | +9.5% | 23,743 | +8.7% | 0.11% | +14.7% |
STT | Buy | STATE STR CORP COMstock | $1,270,000 | +7.7% | 14,589 | +15.0% | 0.11% | +12.4% |
MU | Buy | MICRON TECHNOLOGYstock | $1,240,000 | -11.7% | 15,926 | +5.5% | 0.11% | -7.8% |
USB | Buy | US BANCORP DEL COM NEWstock | $1,231,000 | +3.4% | 23,184 | +9.3% | 0.11% | +8.2% |
ARW | ARROW ELECTRS INC COMstock | $1,217,000 | -11.6% | 10,260 | 0.0% | 0.10% | -7.9% | |
ACGL | Sell | ARCH CAP GROUP LTD ORDstock | $1,223,000 | -3.9% | 25,268 | -11.9% | 0.10% | 0.0% |
MMM | Sell | 3M CO COMstock | $1,196,000 | -16.9% | 8,039 | -0.9% | 0.10% | -13.4% |
GIS | Buy | GENERAL MLS INC COMstock | $1,165,000 | +0.6% | 17,213 | +0.1% | 0.10% | +4.2% |
IWR | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $1,155,000 | -5.9% | 14,805 | 0.0% | 0.10% | -1.0% | |
BAM | Buy | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $1,151,000 | +11.0% | 20,350 | +18.3% | 0.10% | +15.1% |
HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $1,125,000 | +7.7% | 13,683 | +13.9% | 0.10% | +12.8% |
REGN | Sell | REGENERON PHARMACEUTICALS INCstock | $1,127,000 | -6.9% | 1,616 | -15.7% | 0.10% | -3.0% |
SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $1,126,000 | -6.2% | 40,537 | 0.0% | 0.10% | -2.0% | |
SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $1,109,000 | -3.6% | 13,310 | -1.1% | 0.10% | +1.1% |
T | Buy | AT&T INC COMstock | $1,119,000 | -2.8% | 47,356 | +1.2% | 0.10% | +1.1% |
ADSK | Sell | AUTODESK INC COMstock | $1,100,000 | -37.2% | 5,138 | -17.6% | 0.10% | -34.5% |
WMT | Buy | WALMART INC COMstock | $1,097,000 | +10.0% | 7,366 | +6.8% | 0.10% | +15.9% |
SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $1,100,000 | -36.1% | 8,948 | -16.3% | 0.10% | -33.1% |
EVTC | Buy | EVERTEC INC COMstock | $1,088,000 | -7.4% | 26,595 | +13.0% | 0.09% | -3.1% |
VRTX | Sell | VERTEX PHARMACEUTICALS INstock | $1,074,000 | +3.1% | 4,120 | -13.3% | 0.09% | +8.1% |
SBUX | Sell | STARBUCKS CORP COMstock | $1,051,000 | -29.1% | 11,561 | -8.8% | 0.09% | -25.4% |
SCHG | Buy | SCHWAB US LARGE CAP GROWTH ETFetf | $1,053,000 | -11.2% | 14,083 | +94.3% | 0.09% | -7.1% |
FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $1,040,000 | -6.4% | 21,300 | 0.0% | 0.09% | -2.2% | |
HLI | Sell | HOULIHAN LOKEY INC CL Astock | $1,043,000 | -28.9% | 11,885 | -16.2% | 0.09% | -25.6% |
ATO | Sell | ATMOS ENERGY CORPstock | $1,041,000 | -3.6% | 8,720 | -15.5% | 0.09% | +1.1% |
MDT | Sell | MEDTRONIC PLC SHSstock | $1,038,000 | +4.7% | 9,364 | -2.4% | 0.09% | +8.5% |
MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $1,029,000 | -30.2% | 12,886 | -16.1% | 0.09% | -27.0% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $1,031,000 | -24.2% | 5,024 | -17.8% | 0.09% | -20.5% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $1,025,000 | +18.1% | 10,174 | +4.5% | 0.09% | +22.2% |
ROLL | Sell | RBC BEARINGS INC COMstock | $1,007,000 | -19.9% | 5,196 | -16.5% | 0.09% | -16.3% |
WDFC | Sell | WD 40 CO COMstock | $983,000 | -32.4% | 5,367 | -9.7% | 0.08% | -29.2% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $978,000 | +5.8% | 3,681 | +0.0% | 0.08% | +10.5% |
LESL | Sell | LESLIES INC COMstock | $968,000 | -31.0% | 50,010 | -15.6% | 0.08% | -28.4% |
SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $957,000 | -24.9% | 11,420 | -16.8% | 0.08% | -21.9% |
TMX | Sell | TERMINIX GLOBAL HOLDINGS INC COMstock | $954,000 | -15.7% | 20,908 | -16.5% | 0.08% | -12.8% |
SITE | Sell | SITEONE LANDSCAPE SUPPLY INC COMstock | $956,000 | -44.0% | 5,917 | -16.0% | 0.08% | -41.8% |
BOH | Sell | BANK HAWAII CORP COMstock | $955,000 | -16.4% | 11,391 | -16.5% | 0.08% | -12.8% |
CAKE | Sell | CHEESECAKE FACTORY INC COMstock | $937,000 | -14.5% | 23,566 | -15.9% | 0.08% | -11.0% |
OMC | OMNICOM GROUP INC COMstock | $942,000 | +15.9% | 11,109 | 0.0% | 0.08% | +20.9% | |
IBM | Buy | INTL BUSINESS MACHINESstock | $930,000 | +6.9% | 7,006 | +9.7% | 0.08% | +11.1% |
GGG | Sell | GRACO INC COMstock | $914,000 | -27.6% | 13,110 | -16.3% | 0.08% | -24.0% |
XRAY | Buy | DENTSPLY SIRONA INC COMstock | $915,000 | +9.4% | 18,600 | +24.0% | 0.08% | +14.5% |
CDC | Sell | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $895,000 | +2.4% | 12,465 | -0.8% | 0.08% | +6.9% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $889,000 | -16.1% | 12,088 | -10.2% | 0.08% | -12.5% |
AIN | Sell | ALBANY INTL CORP CL Astock | $897,000 | -20.5% | 10,649 | -16.6% | 0.08% | -17.2% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $882,000 | +40.0% | 7,636 | +128.4% | 0.08% | +46.2% |
PGR | PROGRESSIVE CORP COMstock | $885,000 | +11.0% | 7,771 | 0.0% | 0.08% | +15.2% | |
DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $878,000 | +5.8% | 6,854 | +1.2% | 0.08% | +10.1% |
DFAS | Sell | DIMENSIONAL U.S. SMALL CAP ETFetf | $865,000 | -7.4% | 15,430 | -1.0% | 0.08% | -2.6% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $876,000 | -15.4% | 8,065 | -7.5% | 0.08% | -12.8% |
THO | Sell | THOR INDS INC COMstock | $863,000 | -36.5% | 10,975 | -16.1% | 0.07% | -33.9% |
AER | Sell | AERCAP HOLDINGS NV SHSstock | $862,000 | -32.4% | 17,150 | -12.1% | 0.07% | -29.5% |
CTLT | Buy | CATALENT INC COMstock | $858,000 | -12.9% | 7,742 | +0.6% | 0.07% | -8.6% |
AFG | Sell | AMERICAN FINL GROUP INC Ostock | $842,000 | -14.9% | 5,785 | -19.8% | 0.07% | -11.0% |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $846,000 | +10.6% | 6,063 | +49.2% | 0.07% | +15.9% |
UNF | Sell | UNIFIRST CORP MASS COMstock | $850,000 | -26.3% | 4,613 | -15.9% | 0.07% | -23.2% |
ATKR | Sell | ATKORE INC COMstock | $846,000 | -24.9% | 8,603 | -15.1% | 0.07% | -21.5% |
IJK | Sell | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $849,000 | -42.5% | 10,998 | -36.5% | 0.07% | -40.2% |
ALL | ALLSTATE CORPstock | $841,000 | +17.8% | 6,075 | 0.0% | 0.07% | +22.0% | |
AWI | Sell | ARMSTRONG WORLD INDS INC NEW COMstock | $838,000 | -35.2% | 9,317 | -16.4% | 0.07% | -32.7% |
EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $827,000 | -11.6% | 8,465 | -1.3% | 0.07% | -7.8% |
ICLR | Sell | ICON PLC SHSstock | $824,000 | -33.0% | 3,388 | -14.7% | 0.07% | -30.4% |
ATVI | Sell | ACTIVISION INCstock | $829,000 | -16.0% | 10,359 | -30.2% | 0.07% | -13.4% |
IAA | Sell | IAA INC COMstock | $826,000 | -37.0% | 21,600 | -16.7% | 0.07% | -34.3% |
GIL | GILDAN ACTIVEWEAR INC COMstock | $827,000 | -11.6% | 22,104 | 0.0% | 0.07% | -7.8% | |
KHC | KRAFT HEINZ CO COMstock | $816,000 | +9.8% | 20,740 | 0.0% | 0.07% | +14.8% | |
LSTR | Sell | LANDSTAR SYS INC COMstock | $818,000 | -30.1% | 5,428 | -17.0% | 0.07% | -27.8% |
SCHW | Sell | CHARLES SCHWAB CORPstock | $810,000 | -25.4% | 9,625 | -25.5% | 0.07% | -22.2% |
NVO | Sell | NOVO-NORDISK A S ADRadr | $802,000 | -6.9% | 7,237 | -6.0% | 0.07% | -2.8% |
SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $794,000 | +4.5% | 26,793 | +7.1% | 0.07% | +7.9% |
WMB | Sell | WILLIAMS COS INC COMstock | $792,000 | +20.7% | 23,743 | -6.0% | 0.07% | +25.9% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $779,000 | -2.7% | 17,100 | +14.8% | 0.07% | +1.5% |
AVTR | Sell | AVANTOR INC COMstock | $781,000 | -28.5% | 23,100 | -10.9% | 0.07% | -25.6% |
IJS | Sell | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $773,000 | -16.9% | 7,553 | -15.2% | 0.07% | -13.0% |
RLI | Sell | RLI CORP COMstock | $780,000 | -17.5% | 7,052 | -16.4% | 0.07% | -14.1% |
DEI | Sell | DOUGLAS EMMETT INC COMreit | $770,000 | -23.5% | 23,066 | -23.3% | 0.07% | -20.5% |
CB | Sell | CHUBB LIMITED COMstock | $770,000 | -2.0% | 3,603 | -11.5% | 0.07% | +1.5% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $757,000 | -29.5% | 6,078 | -26.9% | 0.06% | -27.0% |
NOBL | Sell | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $758,000 | -50.6% | 7,990 | -48.9% | 0.06% | -48.8% |
IEO | Buy | ISHARES OIL & GAS EXPL INDEX FUNDetf | $753,000 | +284.2% | 8,935 | +178.8% | 0.06% | +306.2% |
HCA | Sell | HCA INCstock | $746,000 | -33.6% | 2,982 | -31.9% | 0.06% | -31.2% |
LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $739,000 | -26.7% | 6,850 | -39.6% | 0.06% | -22.9% |
RDVY | Buy | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $739,000 | +21.5% | 15,082 | +28.4% | 0.06% | +28.0% |
BIO | Sell | BIO-RAD LABORATORIES, INC CMN CLASS Astock | $742,000 | -31.2% | 1,319 | -7.6% | 0.06% | -28.1% |
FIZZ | Sell | NATIONAL BEVERAGE CORP COMstock | $748,000 | -19.7% | 17,214 | -16.3% | 0.06% | -16.9% |
ILMN | Sell | ILLUMINA INCstock | $736,000 | -19.2% | 2,110 | -12.0% | 0.06% | -16.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $715,000 | +7.0% | 6,414 | +0.6% | 0.06% | +12.7% |
VAW | Sell | VANGUARD MATERIALS INDEX FUNDetf | $710,000 | -48.9% | 3,662 | -48.1% | 0.06% | -47.0% |
AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $705,000 | -24.6% | 16,407 | -20.2% | 0.06% | -20.8% |
WMS | Sell | ADVANCED DRAIN SYS INC DEL COMstock | $699,000 | -25.6% | 5,884 | -14.7% | 0.06% | -23.1% |
AVGO | Buy | BROADCOM INC COMstock | $690,000 | +0.9% | 1,096 | +6.5% | 0.06% | +3.5% |
NFLX | Buy | NETFLIX COM INCstock | $688,000 | +5633.3% | 1,837 | +8647.6% | 0.06% | +5800.0% |
BSX | Buy | BOSTON SCIENTIFIC CORP COMstock | $689,000 | +17.0% | 15,567 | +12.1% | 0.06% | +20.4% |
PM | Sell | PHILIP MORRIS INTL INCstock | $676,000 | -8.3% | 7,207 | -7.2% | 0.06% | -4.9% |
HBI | Buy | HANESBRANDS INC COMstock | $678,000 | +6.4% | 45,600 | +19.7% | 0.06% | +9.4% |
PRI | Sell | PRIMERICA INC COMstock | $664,000 | -25.3% | 4,855 | -16.4% | 0.06% | -21.9% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $664,000 | -21.9% | 2,663 | +10.3% | 0.06% | -18.6% |
LPLA | Sell | LPL FINL HLDGS INC COMstock | $661,000 | -29.1% | 3,623 | -37.8% | 0.06% | -26.0% |
SYBT | Sell | STOCK YDS BANCORP INC COMstock | $651,000 | -30.4% | 12,312 | -15.9% | 0.06% | -27.3% |
XEL | Sell | XCEL ENERGY INC COMstock | $651,000 | -9.0% | 9,035 | -14.5% | 0.06% | -5.1% |
FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $649,000 | +8.2% | 4,738 | -14.9% | 0.06% | +12.0% |
AZO | AUTOZONE INC COMstock | $654,000 | -2.4% | 320 | 0.0% | 0.06% | +1.8% | |
AME | Buy | AMETEK INC COMstock | $645,000 | +17.1% | 4,850 | +29.3% | 0.06% | +21.7% |
AOA | Sell | ISHARES TR S&P AGGRESSIVE ALLOCATION FDetf | $647,000 | -27.1% | 9,399 | -23.0% | 0.06% | -23.3% |
TEL | Buy | TE CONNECTIVITY LTDstock | $642,000 | +1.7% | 4,914 | +25.5% | 0.06% | +5.8% |
ASND | Sell | ASCENDIS PHARMA A/S SPONSORED ADRadr | $630,000 | -25.0% | 5,369 | -14.1% | 0.05% | -21.7% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $629,000 | -2.3% | 5,756 | +28.6% | 0.05% | +1.9% |
TRU | Sell | TRANSUNION COMstock | $626,000 | -22.3% | 6,061 | -10.9% | 0.05% | -19.4% |
VMC | Sell | VULCAN MATLS CO COMstock | $610,000 | -24.8% | 3,322 | -15.0% | 0.05% | -20.9% |
VOX | Sell | VANGUARD COMMUNICATION SERVICES ETFetf | $614,000 | -68.5% | 5,122 | -64.4% | 0.05% | -67.1% |
VIOV | Buy | VANGUARD S&P SMALL-CAP 600 VALUE ETFetf | $618,000 | +8.2% | 3,492 | +10.3% | 0.05% | +12.8% |
KMX | Buy | CARMAX INC COMstock | $607,000 | – | 6,300 | +104900.0% | 0.05% | – |
PFF | Buy | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $607,000 | +5.6% | 16,681 | +14.4% | 0.05% | +8.3% |
LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $598,000 | -8.8% | 53,120 | +1.5% | 0.05% | -3.7% |
JBT | Sell | JOHN BEAN TECHNOLOGIES CORP COMstock | $598,000 | -35.4% | 5,049 | -16.3% | 0.05% | -32.5% |
JPHY | Sell | JPMORGAN RESEARCH ENHANCED HIGH YIELD ETFetf | $601,000 | -44.4% | 12,293 | -41.1% | 0.05% | -41.6% |
PLD | PROLOGIS INC. COMreit | $599,000 | -4.2% | 3,721 | 0.0% | 0.05% | 0.0% | |
New | COLFAX CORP COMstock | $600,000 | – | 15,100 | +100.0% | 0.05% | – | |
DOX | Sell | AMDOCS LTD SHSstock | $591,000 | +5.3% | 7,200 | -4.0% | 0.05% | +10.9% |
EYE | Sell | NATIONAL VISION HLDGS INC COMstock | $596,000 | -22.8% | 13,683 | -15.0% | 0.05% | -20.3% |
FDS | Sell | FACTSET RESH SYS INC COMstock | $587,000 | -27.8% | 1,354 | -19.1% | 0.05% | -23.9% |
GL | GLOBE LIFE INC COMstock | $593,000 | +7.4% | 5,900 | 0.0% | 0.05% | +10.9% | |
WHR | Buy | WHIRLPOOL CORP COMstock | $596,000 | -13.9% | 3,450 | +16.9% | 0.05% | -10.5% |
LOW | Buy | LOWES COS INC COMstock | $590,000 | -17.1% | 2,924 | +6.1% | 0.05% | -13.6% |
IT | Sell | GARTNER INC COMstock | $589,000 | -13.5% | 1,982 | -2.7% | 0.05% | -8.9% |
TPR | Sell | TAPESTRY INC COMstock | $582,000 | -22.3% | 15,687 | -15.1% | 0.05% | -19.4% |
CUT | Sell | CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE CLEARETFetf | $578,000 | -12.0% | 16,374 | -7.7% | 0.05% | -7.4% |
MS | Buy | MORGAN STANLEYstock | $585,000 | -7.1% | 6,702 | +4.3% | 0.05% | -3.8% |
INTC | Buy | INTEL CORP COMstock | $578,000 | +5.7% | 11,680 | +9.9% | 0.05% | +11.1% |
Y | Sell | ALLEGHANY CORP MD COMstock | $567,000 | -19.0% | 670 | -36.2% | 0.05% | -15.5% |
AGOX | Buy | ADAPTIVE ALPHA OPPORTUNITIES ETFetf | $571,000 | -5.9% | 23,963 | +0.2% | 0.05% | -2.0% |
HUBS | Sell | HUBSPOT INC COMstock | $567,000 | -38.6% | 1,195 | -14.7% | 0.05% | -35.5% |
PCTY | Sell | PAYLOCITY HLDG CORP COMstock | $573,000 | -12.8% | 2,785 | -0.0% | 0.05% | -9.3% |
FIVE | Sell | FIVE BELOW INC COMstock | $569,000 | -35.0% | 3,599 | -14.9% | 0.05% | -31.9% |
JKHY | Sell | HENRY JACK & ASSOC INC COMstock | $556,000 | -1.4% | 2,822 | -16.5% | 0.05% | +2.1% |
AVLR | Buy | AVALARA INC COMstock | $559,000 | -7.5% | 5,620 | +20.0% | 0.05% | -4.0% |
Sell | GENERAL ELECTRIC CO COM NEWstock | $560,000 | -4.1% | 6,126 | -1.0% | 0.05% | 0.0% | |
GLD | Sell | SPDR GOLD ETFetf | $554,000 | +1.7% | 3,069 | -3.8% | 0.05% | +6.7% |
TDY | Sell | TELEDYNE TECHNOLOGIES INC COMstock | $558,000 | +6.9% | 1,181 | -1.2% | 0.05% | +11.6% |
GM | Buy | GENERAL MOTORS CORPstock | $557,000 | -23.6% | 12,755 | +2.4% | 0.05% | -20.0% |
NBIX | Sell | NEUROCRINE BIOSCIENCES INC COMstock | $546,000 | -28.5% | 5,832 | -35.0% | 0.05% | -25.4% |
MDB | New | MONGODB INC CL Astock | $551,000 | – | 1,244 | +100.0% | 0.05% | – |
FBT | Sell | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $545,000 | -7.9% | 3,655 | -0.0% | 0.05% | -4.1% |
FFIV | Sell | F5 NETWORKS INCstock | $548,000 | -32.3% | 2,626 | -20.7% | 0.05% | -29.9% |
SCHV | Sell | SCHWAB US LARGE CAP VALUE ETFetf | $548,000 | -5.0% | 7,682 | -2.6% | 0.05% | -2.1% |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $548,000 | -24.5% | 11,996 | -29.3% | 0.05% | -21.7% |
TRMB | TRIMBLE NAV LTDstock | $533,000 | -17.4% | 7,400 | 0.0% | 0.05% | -13.2% | |
ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $524,000 | -16.6% | 5,200 | -11.5% | 0.04% | -13.5% |
ARES | Sell | ARES MANAGEMENT CORPORATION CL A COM STKstock | $520,000 | -13.6% | 6,403 | -13.6% | 0.04% | -10.0% |
SPIP | Buy | SPDR PORTFOLIO TIPS ETFetf | $528,000 | -2.0% | 17,449 | +2.0% | 0.04% | 0.0% |
PCAR | PACCAR INC COMstock | $519,000 | -0.2% | 5,900 | 0.0% | 0.04% | +4.7% | |
EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $527,000 | -44.8% | 5,120 | -28.0% | 0.04% | -43.0% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $521,000 | -11.4% | 6,160 | -2.2% | 0.04% | -8.2% |
MKSI | Sell | MKS INSTRS INC COMstock | $526,000 | -26.6% | 3,512 | -14.8% | 0.04% | -23.7% |
LITE | Sell | LUMENTUM HLDGS INC COMstock | $523,000 | -40.0% | 5,363 | -34.9% | 0.04% | -37.5% |
F | Buy | FORD MOTOR COMPANYstock | $522,000 | -15.9% | 30,897 | +3.2% | 0.04% | -11.8% |
EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $520,000 | -10.5% | 10,360 | -10.2% | 0.04% | -6.2% |
WSC | Buy | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $511,000 | -0.4% | 13,069 | +3.9% | 0.04% | +4.8% |
WIRE | Buy | ENCORE WIRE CORP COMstock | $512,000 | +15.8% | 4,496 | +45.5% | 0.04% | +18.9% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $514,000 | +3.6% | 7,052 | -11.5% | 0.04% | +7.3% |
SBNY | Sell | SIGNATURE BK NEW YORK N Y COMstock | $512,000 | -31.6% | 1,745 | -24.6% | 0.04% | -29.0% |
IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $499,000 | +10.9% | 18,884 | +8.2% | 0.04% | +16.2% |
IRWD | Sell | IRONWOOD PHARMACEUTICALS INC COM CL Astock | $500,000 | -9.3% | 39,779 | -15.9% | 0.04% | -6.5% |
SPMD | Sell | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $487,000 | -7.6% | 10,328 | -2.6% | 0.04% | -4.5% |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $486,000 | -17.3% | 5,535 | -20.2% | 0.04% | -14.3% |
PNR | Buy | PENTAIR PLC SHSstock | $482,000 | -25.7% | 8,895 | +0.0% | 0.04% | -22.2% |
CSCO | Sell | CISCO SYS INCstock | $479,000 | -59.0% | 8,612 | -53.3% | 0.04% | -57.3% |
SWIM | Sell | LATHAM GROUP INC COMstock | $474,000 | -55.6% | 35,840 | -15.9% | 0.04% | -53.4% |
SAIA | Sell | SAIA INC COMstock | $474,000 | -39.3% | 1,947 | -16.0% | 0.04% | -36.9% |
TENB | New | TENABLE HLDGS INC COMstock | $471,000 | – | 8,154 | +100.0% | 0.04% | – |
NICE | Sell | NICE LTD SPONSORED ADRadr | $472,000 | -38.5% | 2,157 | -14.8% | 0.04% | -34.9% |
AMGN | Buy | AMGEN INCstock | $472,000 | +9.3% | 1,956 | +1.8% | 0.04% | +13.9% |
WDAY | Sell | WORKDAY INC CL Astock | $459,000 | -20.5% | 1,922 | -9.2% | 0.04% | -16.7% |
IEX | Sell | IDEX CORP COMstock | $450,000 | -31.4% | 2,349 | -15.4% | 0.04% | -27.8% |
ISRG | Sell | INTUITIVE SURGICAL, INC.stock | $455,000 | -31.5% | 1,510 | -18.4% | 0.04% | -29.1% |
SEIC | Sell | SEI INVTS CO COMstock | $458,000 | -20.1% | 7,625 | -19.1% | 0.04% | -17.0% |
PODD | Sell | INSULET CORP COMstock | $456,000 | -12.3% | 1,713 | -12.4% | 0.04% | -9.3% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $454,000 | +7.8% | 1,015 | -6.9% | 0.04% | +11.4% |
BPMC | Sell | BLUEPRINT MEDICINES CORP COMstock | $457,000 | -43.4% | 7,155 | -5.2% | 0.04% | -41.8% |
CVS | Buy | CVS HEALTH CORP COMstock | $455,000 | +0.2% | 4,511 | +2.3% | 0.04% | +2.6% |
LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $448,000 | +9.0% | 1,703 | +29.7% | 0.04% | +14.7% |
LKFN | New | LAKELAND FINL CORP COMstock | $448,000 | – | 6,150 | +100.0% | 0.04% | – |
XLE | Buy | ENERGY SELECT SECTOR SPDRetf | $449,000 | +701.8% | 5,883 | +482.5% | 0.04% | +680.0% |
NHI | New | NATIONAL HEALTH INVS INC COMreit | $447,000 | – | 7,582 | +100.0% | 0.04% | – |
FMC | Sell | FMC CORP COM NEWstock | $442,000 | -20.8% | 3,362 | -33.9% | 0.04% | -17.4% |
SDVY | Buy | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFetf | $443,000 | -1.6% | 15,911 | +7.1% | 0.04% | +2.7% |
EMR | EMERSON ELEC CO COMstock | $425,000 | +5.2% | 4,349 | 0.0% | 0.04% | +12.1% | |
MXL | Buy | MAXLINEAR INC COMstock | $435,000 | +2.4% | 7,462 | +32.1% | 0.04% | +5.7% |
TGT | Sell | TARGET CORP COMstock | $433,000 | -14.6% | 2,046 | -6.8% | 0.04% | -11.9% |
RH TACTICAL ROTATION ETFetf | $429,000 | -7.9% | 31,904 | 0.0% | 0.04% | -5.1% | ||
SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $427,000 | -5.5% | 17,027 | 0.0% | 0.04% | 0.0% | |
YUM | Sell | YUM! BRANDS INCstock | $428,000 | -22.2% | 3,612 | -9.0% | 0.04% | -17.8% |
LIN | LINDE PLC SHSstock | $424,000 | -7.6% | 1,328 | 0.0% | 0.04% | -2.6% | |
Sell | BRP INC COM SUN VTGstock | $429,000 | -35.2% | 5,254 | -30.4% | 0.04% | -32.7% | |
MRK | Buy | MERCK & CO INCstock | $423,000 | +10.4% | 5,156 | +3.0% | 0.04% | +12.5% |
FFIN | Sell | FIRST FINL BANKSHARES INC COMstock | $418,000 | -27.1% | 9,487 | -15.9% | 0.04% | -23.4% |
WWD | Sell | WOODWARD INC COMstock | $412,000 | -2.1% | 3,300 | -14.3% | 0.04% | +2.9% |
CCOI | Sell | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $422,000 | -23.6% | 6,367 | -15.6% | 0.04% | -21.7% |
ROAD | Sell | CONSTRUCTION PARTNERS INC COM CL Astock | $414,000 | -25.7% | 15,845 | -16.4% | 0.04% | -21.7% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $422,000 | -16.4% | 632 | -0.5% | 0.04% | -14.3% |
AMSWA | Sell | AMER SOFTWARE INC CL Astock | $414,000 | -33.3% | 19,913 | -16.2% | 0.04% | -29.4% |
GILD | GILEAD SCIENCES INCstock | $418,000 | -14.2% | 6,600 | 0.0% | 0.04% | -10.0% | |
AMT | AMERICAN TOWER CORP NEW COMreit | $416,000 | -14.2% | 1,662 | 0.0% | 0.04% | -10.0% | |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $402,000 | +34.4% | 4,455 | +0.5% | 0.04% | +40.0% |
SLB | Sell | SCHLUMBERGER LTD COM STKstock | $401,000 | -69.6% | 8,796 | -79.2% | 0.04% | -67.9% |
SIMO | Sell | SILICON MOTION TECHNOLOGY CORP SPONSORED ADRadr | $408,000 | -40.1% | 6,119 | -14.7% | 0.04% | -37.5% |
BMI | Sell | BADGER METER INC COMstock | $408,000 | -22.0% | 4,100 | -16.5% | 0.04% | -18.6% |
AOR | Sell | ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FDetf | $405,000 | -5.6% | 7,506 | -0.2% | 0.04% | 0.0% |
CSGS | Buy | CSG SYS INTL INC COMstock | $400,000 | +10.8% | 6,299 | +0.4% | 0.03% | +13.3% |
INGR | INGREDION INC COMstock | $392,000 | -9.7% | 4,500 | 0.0% | 0.03% | -5.6% | |
PSX | Buy | PHILLIPS 66stock | $394,000 | +20.5% | 4,571 | +1.2% | 0.03% | +25.9% |
DEUS | Sell | X-TRACKERS RUSSELL US MULTIFACTOR ETFetf | $381,000 | -13.8% | 8,360 | -8.7% | 0.03% | -10.8% |
LECO | Sell | LINCOLN ELEC HLDGS INC COMstock | $380,000 | -15.9% | 2,764 | -14.7% | 0.03% | -10.8% |
BILL | Buy | BILL COM HLDGS INC COMstock | $379,000 | +21.9% | 1,673 | +33.8% | 0.03% | +26.9% |
XLY | Sell | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $387,000 | -23.8% | 2,095 | -15.8% | 0.03% | -21.4% |
RSP | Buy | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf | $376,000 | +82.5% | 2,385 | +87.8% | 0.03% | +88.2% |
ST | Sell | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $362,000 | -49.8% | 7,125 | -39.1% | 0.03% | -48.3% |
RVLV | Buy | REVOLVE GROUP INC CL Astock | $359,000 | +13.6% | 6,695 | +18.5% | 0.03% | +19.2% |
RSG | Buy | REPUBLIC SERVICES INCstock | $358,000 | +3.5% | 2,706 | +8.8% | 0.03% | +6.9% |
AMAT | Sell | APPLIED MATLS INC COMstock | $357,000 | -18.7% | 2,715 | -2.9% | 0.03% | -13.9% |
DBAW | Sell | X-TRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETFetf | $352,000 | -27.6% | 10,953 | -24.2% | 0.03% | -25.0% |
SYNA | New | SYNAPTICS INC COMstock | $351,000 | – | 1,761 | +100.0% | 0.03% | – |
BAX | BAXTER INTL INC COMstock | $353,000 | -9.7% | 4,566 | 0.0% | 0.03% | -6.2% | |
TLT | Sell | ISHARES 20 YR TREASURY ETFetf | $348,000 | -12.3% | 2,638 | -1.6% | 0.03% | -9.1% |
IJT | Sell | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $345,000 | -32.7% | 2,762 | -25.3% | 0.03% | -28.6% |
FPX | Buy | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $337,000 | -10.8% | 3,093 | +0.1% | 0.03% | -6.5% |
SQ | Buy | BLOCK INC CL Astock | $335,000 | +324.1% | 2,477 | +404.5% | 0.03% | +314.3% |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $332,000 | -11.7% | 1,897 | -16.9% | 0.03% | -6.5% |
PEGA | Sell | PEGASYSTEMS INC COMstock | $342,000 | -38.5% | 4,247 | -14.6% | 0.03% | -37.0% |
BLD | Sell | TOPBUILD CORP COMstock | $336,000 | -54.0% | 1,855 | -30.0% | 0.03% | -51.7% |
LMT | Buy | LOCKHEED MARTIN CORPstock | $327,000 | +24.8% | 741 | +0.4% | 0.03% | +27.3% |
FCX | Buy | FREEPORT MCMORAN COPPERstock | $325,000 | +31.6% | 6,562 | +10.1% | 0.03% | +40.0% |
VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDetf | $328,000 | -7.6% | 1,292 | -3.3% | 0.03% | -3.4% |
SHOP | Buy | SHOPIFY INC CL Astock | $322,000 | +15.8% | 478 | +136.6% | 0.03% | +21.7% |
SPDW | Sell | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $325,000 | -11.0% | 9,508 | -5.0% | 0.03% | -6.7% |
CP | Sell | CANADIAN PAC RY LTD COMstock | $327,000 | +13.9% | 3,973 | -0.4% | 0.03% | +16.7% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $324,000 | -21.7% | 778 | -13.9% | 0.03% | -17.6% |
SPYX | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $308,000 | -5.8% | 2,781 | 0.0% | 0.03% | 0.0% | |
NVT | Buy | NVENT ELECTRIC PLC SHSstock | $318,000 | -8.6% | 9,167 | +0.1% | 0.03% | -6.9% |
HIG | HARTFORD FINL SVCS GROUP INC COMstock | $319,000 | +3.9% | 4,456 | 0.0% | 0.03% | +8.0% | |
IWP | Buy | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $317,000 | -7.6% | 3,157 | +6.0% | 0.03% | -3.6% |
TSN | Sell | TYSON FOODS INC CL Astock | $309,000 | -14.6% | 3,462 | -16.9% | 0.03% | -10.0% |
IEF | ISHARES 7-10 YR TREASURY BOND ETFetf | $309,000 | -6.6% | 2,881 | 0.0% | 0.03% | 0.0% | |
WRB | Buy | BERKLEY W R CORP COMstock | $301,000 | +21.4% | 4,532 | +50.2% | 0.03% | +30.0% |
STZ | CONSTELLATION BRANDS INC CL Astock | $296,000 | -8.4% | 1,291 | 0.0% | 0.03% | -3.7% | |
PWR | QUANTA SVCS INC COMstock | $303,000 | +14.8% | 2,309 | 0.0% | 0.03% | +18.2% | |
CDW | CDW CORP COMstock | $304,000 | -12.9% | 1,708 | 0.0% | 0.03% | -10.3% | |
ABC | Sell | AMERISOURCEBERGEN CORP COMstock | $307,000 | -3.2% | 1,992 | -16.8% | 0.03% | 0.0% |
ENPH | Buy | ENPHASE ENERGY INC COMstock | $299,000 | +63.4% | 1,482 | +47.9% | 0.03% | +73.3% |
RGEN | New | REPLIGEN CORP COMstock | $297,000 | – | 1,583 | +100.0% | 0.03% | – |
SNPS | SYNOPSYS INC COMstock | $301,000 | -9.9% | 908 | 0.0% | 0.03% | -7.1% | |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $290,000 | – | 1,888 | +100.0% | 0.02% | – |
FIDU | Sell | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $294,000 | -40.1% | 5,473 | -37.5% | 0.02% | -39.0% |
MDY | Buy | SPDR S&P MIDCAP 400 ETFetf | $286,000 | -5.3% | 585 | +0.2% | 0.02% | 0.0% |
LHX | L3HARRIS TECHNOLOGIES INC COMstock | $286,000 | +16.7% | 1,154 | 0.0% | 0.02% | +25.0% | |
JCI | JOHNSON CTLS INCstock | $284,000 | -19.5% | 4,346 | 0.0% | 0.02% | -17.2% | |
HZNP | Buy | HORIZON THERAPEUTICS PUB L SHSstock | $280,000 | +2700.0% | 2,671 | +2571.0% | 0.02% | +2300.0% |
PH | PARKER-HANNIFIN CORP COMstock | $281,000 | -10.8% | 993 | 0.0% | 0.02% | -7.7% | |
BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $280,000 | -0.7% | 3,064 | -0.8% | 0.02% | +4.3% |
FATE | New | FATE THERAPEUTICS INC COMstock | $274,000 | – | 7,071 | +100.0% | 0.02% | – |
NXPI | NXP SEMICONDUCTORS N V COMstock | $273,000 | -18.8% | 1,479 | 0.0% | 0.02% | -14.3% | |
SGEN | SEAGEN INC COMstock | $266,000 | -7.0% | 1,850 | 0.0% | 0.02% | -4.2% | |
JNK | Buy | SPDR HIGH YIELD BOND ETFetf | $272,000 | +9.2% | 2,656 | +15.7% | 0.02% | +9.5% |
PAYA | Sell | PAYA HOLDINGS INC COM CL Astock | $266,000 | -26.5% | 45,432 | -20.6% | 0.02% | -23.3% |
KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $263,000 | -17.3% | 5,228 | 0.0% | 0.02% | -11.5% | |
TXN | Buy | TEXAS INSTRS INC COMstock | $257,000 | +19.0% | 1,403 | +22.0% | 0.02% | +22.2% |
VCLT | Sell | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $261,000 | -57.1% | 2,795 | -51.5% | 0.02% | -56.0% |
VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $253,000 | -10.3% | 2,506 | -4.6% | 0.02% | -4.3% |
OGS | Sell | ONE GAS INCstock | $260,000 | +4.4% | 2,956 | -8.0% | 0.02% | +4.8% |
GPN | GLOBAL PMTS INC COMstock | $243,000 | +1.2% | 1,781 | 0.0% | 0.02% | +5.0% | |
IGE | Sell | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $243,000 | +25.9% | 6,028 | -2.1% | 0.02% | +31.2% |
DBC | Buy | DB COMMODITY INDEX TRACKINGetf | $239,000 | +1095.0% | 9,200 | +820.0% | 0.02% | +950.0% |
IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $247,000 | -4.6% | 4,516 | +3.0% | 0.02% | 0.0% |
PACK | New | RANPAK HOLDINGS CORP COM CL Astock | $241,000 | – | 11,829 | +100.0% | 0.02% | – |
PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $247,000 | -33.1% | 1,346 | -27.1% | 0.02% | -30.0% |
JHMM | Sell | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $230,000 | -12.9% | 4,380 | -7.8% | 0.02% | -9.1% |
UPS | UNITED PARCEL SERVICE INCstock | $231,000 | 0.0% | 1,080 | 0.0% | 0.02% | +5.3% | |
BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $237,000 | -31.9% | 2,330 | -26.9% | 0.02% | -31.0% |
MET | Buy | METLIFE INC COMstock | $235,000 | +67.9% | 4,304 | +43.0% | 0.02% | +66.7% |
MO | Buy | ALTRIA GROUP INC COMstock | $228,000 | +11.8% | 4,369 | +1.4% | 0.02% | +17.6% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $231,000 | +30.5% | 832 | +43.0% | 0.02% | +33.3% |
ANIK | Sell | ANIKA THERAPEUTICS INC COMstock | $236,000 | -41.7% | 9,436 | -16.6% | 0.02% | -39.4% |
FDL | Buy | FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHSetf | $231,000 | +6.0% | 6,196 | +0.7% | 0.02% | +11.1% |
INSP | New | INSPIRE MED SYS INC COMstock | $227,000 | – | 886 | +100.0% | 0.02% | – |
SDY | Sell | SPDR S&P DIVIDEND ETFetf | $225,000 | -28.8% | 1,761 | -28.1% | 0.02% | -26.9% |
O | Buy | REALTY INCOME CORPreit | $217,000 | -2.7% | 3,133 | +0.3% | 0.02% | +5.6% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $216,000 | +10.8% | 1,831 | +1.6% | 0.02% | +18.8% |
FOXA | FOX CORP CL A COMstock | $219,000 | +6.8% | 5,579 | 0.0% | 0.02% | +11.8% | |
LGIH | LGI HOMES INC COMstock | $221,000 | -36.9% | 2,269 | 0.0% | 0.02% | -34.5% | |
SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $218,000 | – | 7,261 | +100.0% | 0.02% | – |
CMC | Buy | COMMERCIAL METALS CO COMstock | $216,000 | +14.9% | 5,202 | +0.0% | 0.02% | +18.8% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $212,000 | -14.2% | 4,748 | +0.1% | 0.02% | -10.0% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $209,000 | -1.4% | 4,949 | +0.3% | 0.02% | 0.0% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $206,000 | -23.1% | 4,987 | -7.8% | 0.02% | -18.2% |
WSM | WILLIAMS SONOMA INC COMstock | $204,000 | -14.3% | 1,411 | 0.0% | 0.02% | -10.0% | |
TIPX | Buy | SPDR BLOOMBERG 1-10 YEAR TIPS ETFetf | $214,000 | -1.8% | 10,381 | +0.5% | 0.02% | 0.0% |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $203,000 | -7.7% | 4,511 | 0.0% | 0.02% | -5.6% | |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $199,000 | -9.1% | 1,618 | -0.1% | 0.02% | -5.6% |
CAT | Sell | CATERPILLAR INC COMstock | $202,000 | -2.4% | 910 | -9.2% | 0.02% | 0.0% |
IDOG | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETFetf | $195,000 | +0.5% | 6,960 | 0.0% | 0.02% | +6.2% | |
BP | Buy | BP PLC SPONSORED ADRadr | $192,000 | +44.4% | 6,553 | +31.0% | 0.02% | +54.5% |
TPL | Buy | TEXAS PACIFIC LAND CORPORATION COMstock | $198,000 | +191.2% | 147 | +167.3% | 0.02% | +183.3% |
RH TACTICAL OUTLOOK ETFetf | $199,000 | -7.0% | 13,466 | 0.0% | 0.02% | -5.6% | ||
SNY | SANOFI SAadr | $193,000 | +2.1% | 3,773 | 0.0% | 0.02% | +6.2% | |
WY | WEYERHAEUSER CO MTN BE COM NEWreit | $185,000 | -8.0% | 4,889 | 0.0% | 0.02% | -5.9% | |
VMBS | Buy | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $183,000 | – | 3,664 | +100.0% | 0.02% | – |
EPD | ENTERPRISE PRODS PARTNERS L Pstock | $169,000 | +17.4% | 6,574 | 0.0% | 0.02% | +25.0% | |
PENN | Buy | PENN NATL GAMING INC COMstock | $177,000 | +41.6% | 4,185 | +72.5% | 0.02% | +50.0% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $173,000 | +293.2% | 3,125 | +325.2% | 0.02% | +275.0% |
BX | Buy | BLACKSTONE GROUP LPstock | $173,000 | +116.2% | 1,366 | +120.0% | 0.02% | +114.3% |
IUSG | Buy | ISHARES CORE S&P U.S. GROWTH ETFetf | $172,000 | -8.5% | 1,632 | +0.2% | 0.02% | -6.2% |
ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $178,000 | +513.8% | 636 | +666.3% | 0.02% | +650.0% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $166,000 | -1.8% | 3,493 | +0.0% | 0.01% | 0.0% |
DHS | WISDOMTREE U.S. HIGH DIVIDEND FUNDetf | $161,000 | +6.6% | 1,835 | 0.0% | 0.01% | +16.7% | |
PINS | Buy | PINTEREST INC CL Astock | $163,000 | -20.9% | 6,646 | +17.1% | 0.01% | -17.6% |
OXY | OCCIDENTAL PETE CORP COMstock | $164,000 | +19.7% | 2,408 | 0.0% | 0.01% | +27.3% | |
MDYG | Sell | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf | $163,000 | -14.2% | 2,207 | -5.5% | 0.01% | -12.5% |
RHS | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETFetf | $157,000 | 0.0% | 930 | 0.0% | 0.01% | +7.7% | |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $160,000 | +125.4% | 2,089 | +145.5% | 0.01% | +133.3% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $155,000 | -8.8% | 980 | +0.1% | 0.01% | -7.1% |
TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $153,000 | +17.7% | 16,350 | 0.0% | 0.01% | +18.2% | |
SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $148,000 | -11.4% | 5,642 | -8.8% | 0.01% | -7.1% |
RNP | Buy | COHEN & STEERS REIT PREFERRED BALANCE INCOMEcef | $152,000 | -3.8% | 5,652 | +2.2% | 0.01% | 0.0% |
FXO | Buy | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $153,000 | +5.5% | 3,350 | +6.6% | 0.01% | +8.3% |
ABNB | Sell | AIRBNB INC COM CL Astock | $147,000 | +0.7% | 856 | -2.8% | 0.01% | +8.3% |
CRL | CHARLES RIV LABS INTL INC COMstock | $149,000 | -24.7% | 527 | 0.0% | 0.01% | -18.8% | |
IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $152,000 | -26.9% | 2,503 | -20.8% | 0.01% | -23.5% |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $150,000 | -12.8% | 1,258 | -7.4% | 0.01% | -7.1% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $152,000 | +50.5% | 1,948 | +56.7% | 0.01% | +62.5% |
HUM | HUMANA INC COMstock | $154,000 | -6.1% | 355 | 0.0% | 0.01% | -7.1% | |
FTGC | New | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $150,000 | – | 5,300 | +100.0% | 0.01% | – |
DLR | DIGITAL REALTY TRUST INCreit | $134,000 | -19.8% | 948 | 0.0% | 0.01% | -14.3% | |
PREF | New | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETFetf | $138,000 | – | 7,277 | +100.0% | 0.01% | – |
UTF | Sell | COHEN & STEERS INFRASTRUCTURE COMcef | $137,000 | 0.0% | 4,738 | -1.8% | 0.01% | +9.1% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $139,000 | -14.7% | 2,429 | -9.2% | 0.01% | -7.7% |
IGV | Sell | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $145,000 | -31.3% | 423 | -20.3% | 0.01% | -29.4% |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $143,000 | -2.7% | 886 | 0.0% | 0.01% | 0.0% | |
ASO | Buy | ACADEMY SPORTS & OUTDOORS INC COMstock | $135,000 | +1587.5% | 3,440 | +1620.0% | 0.01% | +1100.0% |
LMBS | Sell | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $127,000 | -50.0% | 2,610 | -48.7% | 0.01% | -47.6% |
DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $130,000 | -13.9% | 3,309 | -14.4% | 0.01% | -8.3% |
New | PHILLIPS EDISON & CO INC COMMON STOCKreit | $122,000 | – | 3,562 | +100.0% | 0.01% | – | |
RCKT | Sell | ROCKET PHARMACEUTICALS INC COMstock | $127,000 | -37.1% | 8,058 | -13.3% | 0.01% | -35.3% |
AEO | AMERICAN EAGLE OUTFITTERS INC COMstock | $128,000 | -33.7% | 7,650 | 0.0% | 0.01% | -31.2% | |
USMV | Buy | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FDetf | $126,000 | +82.6% | 1,628 | +89.3% | 0.01% | +83.3% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $125,000 | +111.9% | 758 | +112.9% | 0.01% | +120.0% |
ZEST | Sell | ECOARK HLDGS INC COM NEWstock | $127,000 | +3.3% | 55,207 | -0.2% | 0.01% | +10.0% |
SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $133,000 | -23.1% | 3,899 | -18.6% | 0.01% | -21.4% |
BCE | Buy | BCE INC COM NEWstock | $132,000 | +123.7% | 2,382 | +107.5% | 0.01% | +120.0% |
IP | INTERNATIONAL PAPER CO COMstock | $126,000 | 0.0% | 2,230 | 0.0% | 0.01% | +10.0% | |
SPGI | Buy | S&P GLOBAL INC COMstock | $130,000 | -12.8% | 317 | +0.3% | 0.01% | -8.3% |
SSO | Buy | PROSHARES ULTRA S&P 500etf | $122,000 | -10.3% | 1,861 | +100.1% | 0.01% | 0.0% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $122,000 | +9.9% | 3,188 | +11.9% | 0.01% | +22.2% |
MPW | MEDICAL PPTYS TRUST INC COMreit | $119,000 | -10.5% | 5,630 | 0.0% | 0.01% | -9.1% | |
NXTG | Sell | FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETFetf | $113,000 | -8.1% | 1,488 | -0.1% | 0.01% | 0.0% |
TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $112,000 | -15.2% | 1,911 | -9.5% | 0.01% | -9.1% |
TMUS | T-MOBILE US INC COMstock | $111,000 | +11.0% | 868 | 0.0% | 0.01% | +25.0% | |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $115,000 | 0.0% | 2,295 | +0.1% | 0.01% | 0.0% |
QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $112,000 | -7.4% | 835 | +0.1% | 0.01% | 0.0% |
MCHI | ISHARES MSCI CHINA ETFetf | $111,000 | -15.3% | 2,100 | 0.0% | 0.01% | -9.1% | |
GRC | Buy | GORMAN RUPP CO COMstock | $120,000 | -19.5% | 3,358 | +0.0% | 0.01% | -16.7% |
MATX | New | MATSON INC COMstock | $117,000 | – | 970 | +100.0% | 0.01% | – |
VTR | VENTAS INCreit | $114,000 | +21.3% | 1,850 | 0.0% | 0.01% | +25.0% | |
STOR | STORE CAP CORP COMreit | $110,000 | -15.4% | 3,782 | 0.0% | 0.01% | -18.2% | |
AFL | Buy | AFLAC INC COMstock | $107,000 | +11.5% | 1,668 | +0.5% | 0.01% | +12.5% |
ARKK | Buy | ARK INNOVATION ETFetf | $99,000 | -20.2% | 1,495 | +13.2% | 0.01% | -10.0% |
CASY | Buy | CASEYS GEN STORES INCstock | $101,000 | 0.0% | 514 | +0.2% | 0.01% | +12.5% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $109,000 | -17.4% | 581 | -0.7% | 0.01% | -18.2% |
IAG | IAMGOLD CORP COMstock | $100,000 | +11.1% | 29,000 | 0.0% | 0.01% | +28.6% | |
MNA | New | IQ MERGER ARBITRAGE ETFetf | $109,000 | – | 3,420 | +100.0% | 0.01% | – |
MAIN | MAIN STR CAP CORP COMcef | $110,000 | -5.2% | 2,600 | 0.0% | 0.01% | -10.0% | |
LDUR | Buy | PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUNDetf | $104,000 | +22.4% | 1,068 | +26.1% | 0.01% | +28.6% |
TDV | PROSHARES S&P GLOBAL TECHNOLOGY DIVIDEND ARISTOCRATS ETFetf | $101,000 | -7.3% | 1,629 | 0.0% | 0.01% | 0.0% | |
RCI | Buy | ROGERS COMMUNICATIONS INC CL Bstock | $99,000 | +50.0% | 1,760 | +26.7% | 0.01% | +80.0% |
GWX | Sell | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $101,000 | -12.2% | 2,875 | -5.6% | 0.01% | -10.0% |
SJM | J M SMUCKER CO NEWstock | $103,000 | 0.0% | 764 | 0.0% | 0.01% | 0.0% | |
SRCL | STERICYCLE INC COMstock | $108,000 | 0.0% | 1,260 | 0.0% | 0.01% | 0.0% | |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $102,000 | +15.9% | 563 | +0.2% | 0.01% | +28.6% |
TFC | Buy | TRUIST FINL CORP COMstock | $104,000 | -3.7% | 1,848 | +0.1% | 0.01% | 0.0% |
XMPT | Sell | VANECK CEF MUNICIPAL INCOME ETFetf | $107,000 | -48.3% | 4,259 | -39.1% | 0.01% | -47.1% |
VPU | Buy | VANGUARD UTILITIES INDEX FUNDetf | $105,000 | +303.8% | 653 | +279.7% | 0.01% | +350.0% |
WM | Sell | WASTE MANAGEMENT INCstock | $107,000 | -5.3% | 679 | -0.1% | 0.01% | 0.0% |
ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $98,000 | -49.7% | 968 | -46.5% | 0.01% | -50.0% |
USRT | Sell | ISHARES CORE U.S. REIT ETFetf | $90,000 | -5.3% | 1,400 | -0.8% | 0.01% | 0.0% |
D | DOMINION RESOURCES INCstock | $89,000 | +8.5% | 1,050 | 0.0% | 0.01% | +14.3% | |
ELAN | Sell | ELANCO ANIMAL HEALTH INC COMstock | $88,000 | -83.7% | 3,379 | -82.2% | 0.01% | -82.2% |
GH | New | GUARDANT HEALTH INC COMstock | $89,000 | – | 1,354 | +100.0% | 0.01% | – |
AEE | AMEREN CORPstock | $98,000 | +5.4% | 1,050 | 0.0% | 0.01% | 0.0% | |
AWR | Sell | AMER STATES WTR CO COMstock | $89,000 | -13.6% | 1,000 | -0.3% | 0.01% | -11.1% |
GSLC | Buy | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $91,000 | -6.2% | 1,032 | +0.3% | 0.01% | 0.0% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $91,000 | +5.8% | 1,300 | -0.2% | 0.01% | +14.3% |
Buy | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFetf | $90,000 | -3.2% | 3,607 | +0.3% | 0.01% | 0.0% | |
LW | Sell | LAMB WESTON HLDGS INC COMstock | $94,000 | -6.0% | 1,570 | -1.1% | 0.01% | 0.0% |
CAG | Sell | CONAGRA BRANDS INC COMstock | $94,000 | -34.3% | 2,806 | -33.4% | 0.01% | -33.3% |
SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $98,000 | -6.7% | 2,553 | 0.0% | 0.01% | -11.1% | |
CCJ | CAMECO CORP Fstock | $76,000 | +33.3% | 2,616 | 0.0% | 0.01% | +40.0% | |
PXD | Buy | PIONEER NATURAL RESOURCES COstock | $84,000 | +236.0% | 338 | +144.9% | 0.01% | +250.0% |
FIS | FIDELITY NATL INFORMATION SVCS COMstock | $81,000 | -8.0% | 808 | 0.0% | 0.01% | 0.0% | |
TROW | New | PRICE T ROWE GROUP INC COMstock | $78,000 | – | 520 | +100.0% | 0.01% | – |
MVV | PROSHARES TR ULTRAetf | $82,000 | -11.8% | 1,320 | 0.0% | 0.01% | -12.5% | |
OEF | ISHARES TR S&P 100 INDEX FUNDetf | $87,000 | -4.4% | 419 | 0.0% | 0.01% | -12.5% | |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $76,000 | -47.6% | 760 | -46.8% | 0.01% | -41.7% |
ALC | ALCON AG ORD SHSstock | $80,000 | -9.1% | 1,016 | 0.0% | 0.01% | 0.0% | |
KNG | Sell | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $86,000 | -4.4% | 1,577 | -0.8% | 0.01% | 0.0% |
FBND | Sell | FIDELITY TOTAL BOND ETFetf | $76,000 | -42.0% | 1,541 | -38.0% | 0.01% | -36.4% |
EXAS | EXACT SCIENCES CORPstock | $78,000 | -10.3% | 1,126 | 0.0% | 0.01% | 0.0% | |
IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $85,000 | 0.0% | 1,127 | +0.4% | 0.01% | 0.0% |
ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $64,000 | -9.9% | 995 | 0.0% | 0.01% | 0.0% | |
FITB | FIFTH THIRD BANCORPstock | $75,000 | -1.3% | 1,756 | 0.0% | 0.01% | 0.0% | |
A | AGILENT TECH INCstock | $68,000 | -17.1% | 519 | 0.0% | 0.01% | -14.3% | |
DOW | Buy | DOW INC COMstock | $66,000 | +20.0% | 1,043 | +7.2% | 0.01% | +20.0% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $71,000 | +18.3% | 950 | +7.6% | 0.01% | +20.0% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $69,000 | +32.7% | 3,299 | +32.2% | 0.01% | +50.0% |
MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $71,000 | -31.7% | 426 | -25.8% | 0.01% | -33.3% |
IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $64,000 | -23.8% | 1,304 | -18.7% | 0.01% | -14.3% |
SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $64,000 | -51.5% | 1,462 | -50.2% | 0.01% | -45.5% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $70,000 | -1.4% | 411 | +0.5% | 0.01% | 0.0% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $74,000 | +957.1% | 220 | +1057.9% | 0.01% | +500.0% |
HAL | Buy | HALLIBURTON CO COMstock | $67,000 | +191.3% | 1,789 | +72.7% | 0.01% | +200.0% |
AAL | AMERICAN AIRLS GROUP INC COMstock | $68,000 | +1.5% | 3,770 | 0.0% | 0.01% | 0.0% | |
IVOO | Buy | VANGUARD S&P MID-CAP 400 ETFetf | $66,000 | -4.3% | 366 | +0.3% | 0.01% | 0.0% |
SKYY | FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTINGetf | $65,000 | -13.3% | 722 | 0.0% | 0.01% | 0.0% | |
Buy | INVENTRUST PPTYS CORP COM NEWreit | $69,000 | +13.1% | 2,266 | +0.4% | 0.01% | +20.0% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $64,000 | -8.6% | 235 | 0.0% | 0.01% | 0.0% | |
VFH | Sell | VANGUARD FINANCIALS ETFetf | $71,000 | -22.0% | 766 | -19.0% | 0.01% | -25.0% |
RQI | Buy | COHEN & STEERS QUALITY INCOME RLTY FD INCcef | $62,000 | +19.2% | 3,746 | +29.2% | 0.01% | +25.0% |
ABR | Sell | ARBOR REALTY TRUST INC COMreit | $63,000 | -11.3% | 3,732 | -4.4% | 0.01% | -16.7% |
ANET | Sell | ARISTA NETWORKS INC COMstock | $54,000 | -34.1% | 392 | -31.9% | 0.01% | -28.6% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $56,000 | +211.1% | 233 | +158.9% | 0.01% | +400.0% |
BNDW | VANGUARD TOTAL WORLD BOND ETFetf | $58,000 | -4.9% | 783 | 0.0% | 0.01% | 0.0% | |
CLX | Buy | CLOROX CO DEL COMstock | $60,000 | -21.1% | 438 | +0.2% | 0.01% | -16.7% |
BST | New | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $59,000 | – | 1,365 | +100.0% | 0.01% | – |
IYR | Sell | ISHARES US REAL ESTATE ETFetf | $63,000 | -24.1% | 583 | -18.5% | 0.01% | -28.6% |
BCSF | Buy | BAIN CAP SPECIALTY FIN INC COM STKcef | $53,000 | +3.9% | 3,445 | +2.2% | 0.01% | +25.0% |
DRI | New | DARDEN RESTAURANTS INC COMstock | $60,000 | – | 453 | +100.0% | 0.01% | – |
ROG | ROGERS CORP COMstock | $54,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% | |
HYMB | Sell | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $55,000 | -23.6% | 1,001 | -16.6% | 0.01% | -16.7% |
SPG | Buy | SIMON PROPERTY GROUP INCreit | $56,000 | -17.6% | 430 | +0.7% | 0.01% | -16.7% |
HII | Buy | HUNTINGTON INGALLS INDS INC COMstock | $61,000 | +7.0% | 307 | +0.7% | 0.01% | 0.0% |
PBA | PEMBINA PIPELINE CORPORATIONstock | $56,000 | +24.4% | 1,500 | 0.0% | 0.01% | +25.0% | |
FAST | Buy | FASTENAL CO COMstock | $61,000 | -7.6% | 1,043 | +0.1% | 0.01% | 0.0% |
New | HELIOGEN INC COMMON STOCKstock | $62,000 | – | 11,815 | +100.0% | 0.01% | – | |
SOXX | Buy | ISHARES SEMICONDUCTOR FUNDetf | $55,000 | +77.4% | 116 | +100.0% | 0.01% | +66.7% |
EPC | EDGEWELL PERS CARE CO COMstock | $56,000 | -20.0% | 1,538 | 0.0% | 0.01% | -16.7% | |
PHYS | SPROTT PHYSICAL GOLD TR UNITcef | $61,000 | +7.0% | 4,000 | 0.0% | 0.01% | 0.0% | |
JPS | Buy | NUVEEN PFD & INCM SECURTIES FD COMcef | $56,000 | -12.5% | 6,727 | +1.2% | 0.01% | 0.0% |
GWW | GRAINGER W W INC COMstock | $53,000 | 0.0% | 103 | 0.0% | 0.01% | +25.0% | |
STM | Buy | STMICROELECTRONICS N V NY REGISTRYadr | $56,000 | -11.1% | 1,304 | +0.1% | 0.01% | 0.0% |
WPC | Buy | WP CAREY INC COMreit | $63,000 | +18.9% | 786 | +20.6% | 0.01% | +25.0% |
CSQ | CALAMOS STRATEGIC TOTAL RETURN FDcef | $56,000 | -8.2% | 3,200 | 0.0% | 0.01% | 0.0% | |
BTG | Sell | B2GOLD CORP COMstock | $59,000 | -24.4% | 13,000 | -35.0% | 0.01% | -16.7% |
PRF | INVESCO FTSE RAFI US 1000 ETFetf | $58,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% | |
FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $53,000 | -63.4% | 1,071 | -60.8% | 0.01% | -58.3% |
BOMN | Buy | BOSTON OMAHA CORP CL A COM STKstock | $56,000 | -3.4% | 2,225 | +9.1% | 0.01% | 0.0% |
DNP | New | DNP SELECT INCOME FD INCcef | $49,000 | – | 4,164 | +100.0% | 0.00% | – |
ACWI | Sell | ISHARES MSCI ACWI INDEX FUNDetf | $41,000 | -28.1% | 417 | -23.6% | 0.00% | -20.0% |
FR | FIRST INDL RLTY TR INCreit | $46,000 | -6.1% | 750 | 0.0% | 0.00% | 0.0% | |
AFB | Buy | ALLIANCEBERNSTEIN NATL MUN INM COMcef | $42,000 | -14.3% | 3,406 | +1.2% | 0.00% | 0.0% |
VIAC | Buy | CBS CORP CL Bstock | $47,000 | +51.6% | 1,255 | +19.0% | 0.00% | +33.3% |
MRO | Sell | MARATHON OIL CORP COMstock | $50,000 | -37.5% | 2,014 | -59.2% | 0.00% | -42.9% |
KEY | KEYCORP COMstock | $44,000 | -4.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $45,000 | -2.2% | 685 | +0.3% | 0.00% | 0.0% |
DYAI | DYADIC INTL INC DEL COMstock | $49,000 | -33.8% | 16,500 | 0.0% | 0.00% | -33.3% | |
ITM | Sell | VANECK INTERMEDIATE MUNI ETFetf | $47,000 | -19.0% | 1,002 | -12.6% | 0.00% | -20.0% |
VGM | Buy | INVESCO TR INVT GRADE MUNS COMcef | $44,000 | -17.0% | 3,867 | +1.3% | 0.00% | 0.0% |
IRM | Buy | IRON MOUNTAIN INCreit | $42,000 | +500.0% | 767 | +440.1% | 0.00% | +300.0% |
PBF | New | PBF ENERGY INC CL Astock | $48,000 | – | 2,000 | +100.0% | 0.00% | – |
NWE | NORTHWESTERN CORP COM NEWstock | $48,000 | +6.7% | 803 | 0.0% | 0.00% | 0.0% | |
DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $47,000 | -7.8% | 2,888 | 0.0% | 0.00% | 0.0% | |
MRNA | Buy | MODERNA INC COMstock | $41,000 | -29.3% | 239 | +4.4% | 0.00% | -20.0% |
ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $45,000 | -2.2% | 430 | 0.0% | 0.00% | 0.0% | |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $49,000 | -41.0% | 238 | -29.6% | 0.00% | -42.9% |
RZV | RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAetf | $44,000 | +2.3% | 456 | 0.0% | 0.00% | 0.0% | |
IYE | New | ISHARES DJ US ENERGYetf | $46,000 | – | 1,135 | +100.0% | 0.00% | – |
GDX | Sell | VANECK GOLD MINERS ETFetf | $46,000 | +21.1% | 1,200 | -0.8% | 0.00% | +33.3% |
FEX | Sell | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDetf | $43,000 | -66.9% | 494 | -65.0% | 0.00% | -63.6% |
WFHY | Sell | WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUNDetf | $42,000 | -22.2% | 853 | -18.5% | 0.00% | 0.0% |
GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $42,000 | +61.5% | 968 | +61.3% | 0.00% | +100.0% |
IWB | ISHARES RUSSELL 1000 ETFetf | $50,000 | -5.7% | 201 | 0.0% | 0.00% | 0.0% | |
VLO | Buy | VALERO ENERGY CORP COMstock | $52,000 | +5100.0% | 514 | +3571.4% | 0.00% | – |
RFV | RYDEX ETF TRUST S&P MIDCAP 400 PURE VALetf | $52,000 | -1.9% | 552 | 0.0% | 0.00% | 0.0% | |
FTA | Sell | FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHSetf | $49,000 | 0.0% | 698 | -1.1% | 0.00% | 0.0% |
KRE | New | SPDR S&P REGIONAL BANKING ETFetf | $48,000 | – | 700 | +100.0% | 0.00% | – |
SONO | Buy | SONOS INC COMstock | $50,000 | +13.6% | 1,800 | +20.0% | 0.00% | 0.0% |
EXG | New | EATON VANCE TAX-MANAGED GLOBAL COMcef | $42,000 | – | 4,347 | +100.0% | 0.00% | – |
New | SHELL PLC SPON ADSadr | $41,000 | – | 761 | +100.0% | 0.00% | – | |
ETY | Buy | EATON VANCE TAX-MANAGED DIVERS COMcef | $49,000 | +880.0% | 3,573 | +811.5% | 0.00% | – |
ENR | ENERGIZER HLDGS INC NEW COMstock | $47,000 | -23.0% | 1,538 | 0.0% | 0.00% | -20.0% | |
DBE | New | INVESCO DB ENERGY FUNDetf | $46,000 | – | 2,000 | +100.0% | 0.00% | – |
PAYX | PAYCHEX INCstock | $42,000 | 0.0% | 315 | 0.0% | 0.00% | +33.3% | |
BIDU | Sell | BAIDU COM ADRadr | $47,000 | -30.9% | 359 | -21.6% | 0.00% | -33.3% |
C | Buy | CITIGROUP INCstock | $51,000 | +64.5% | 961 | +82.0% | 0.00% | +33.3% |
RIO | RIO TINTO PLC SPONSORED ADRadr | $32,000 | +23.1% | 400 | 0.0% | 0.00% | +50.0% | |
NUE | New | NUCOR CORP COMstock | $32,000 | – | 220 | +100.0% | 0.00% | – |
NUW | NUVEEN AMT-FREE MUN VALUE FD COMcef | $38,000 | -11.6% | 2,639 | 0.0% | 0.00% | -25.0% | |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $33,000 | -2.9% | 49 | 0.0% | 0.00% | 0.0% | |
RRR | New | RED ROCK RESORTS INC CL Astock | $30,000 | – | 623 | +100.0% | 0.00% | – |
HPI | Buy | HANCOCK JOHN PFD INCOME FD SH BEN INTcef | $38,000 | +533.3% | 2,000 | +549.4% | 0.00% | – |
HPQ | HP INC COMstock | $38,000 | -5.0% | 1,064 | 0.0% | 0.00% | 0.0% | |
WETF | Buy | WISDOMTREE INVTS INC COMstock | $33,000 | -2.9% | 5,682 | +0.1% | 0.00% | 0.0% |
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $37,000 | -63.0% | 392 | -57.0% | 0.00% | -62.5% |
PSA | Buy | PUBLIC STORAGE INCreit | $30,000 | +7.1% | 77 | +1.3% | 0.00% | +50.0% |
EOG | Buy | EOG RESOURCES INCstock | $34,000 | +3300.0% | 292 | +1436.8% | 0.00% | – |
Sell | PROSHARES TR ULTRA SHORT SP500etf | $31,000 | +6.9% | 840 | -80.0% | 0.00% | +50.0% | |
PLL | PIEDMONT LITHIUM INC COMstock | $37,000 | +37.0% | 519 | 0.0% | 0.00% | +50.0% | |
HYS | Sell | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $33,000 | -64.5% | 346 | -63.2% | 0.00% | -62.5% |
IBB | Sell | ISHARES BIOTECHNOLOGY FUNDetf | $36,000 | -62.1% | 278 | -55.5% | 0.00% | -62.5% |
WAT | WATERS CORP COMstock | $31,000 | -16.2% | 100 | 0.0% | 0.00% | 0.0% | |
ALLY | ALLY FINL INC COMstock | $31,000 | -8.8% | 720 | 0.0% | 0.00% | 0.0% | |
ISTB | Buy | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $40,000 | +60.0% | 830 | +67.3% | 0.00% | +50.0% |
BLOK | Buy | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $40,000 | -13.0% | 1,192 | +3.2% | 0.00% | -25.0% |
VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $36,000 | -12.2% | 613 | -10.2% | 0.00% | 0.0% |
DMF | Buy | BNY MELLON MUN INCOME INC COMcef | $39,000 | -11.4% | 5,164 | +1.0% | 0.00% | -25.0% |
BHP | New | BHP GROUP LTD SPONSORED ADSadr | $38,000 | – | 500 | +100.0% | 0.00% | – |
SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $33,000 | +6.5% | 125 | +25.0% | 0.00% | 0.0% |
FAX | ABERDEEN ASIA-PACIFIC INCOME F COMcef | $40,000 | -11.1% | 12,000 | 0.0% | 0.00% | -25.0% | |
USA | Buy | LIBERTY ALL STAR EQUITY FD SH BEN INTcef | $34,000 | +78.9% | 4,310 | +87.4% | 0.00% | +50.0% |
TRN | Buy | TRINITY INDS INC COMstock | $34,000 | +13.3% | 1,004 | +0.8% | 0.00% | +50.0% |
CSX | Buy | CSX CORPstock | $35,000 | 0.0% | 936 | +0.1% | 0.00% | 0.0% |
SYY | SYSCO CORP COMstock | $35,000 | +6.1% | 430 | 0.0% | 0.00% | 0.0% | |
CNI | Sell | CANADIAN NATL RY CO COMstock | $30,000 | +7.1% | 228 | -3.4% | 0.00% | +50.0% |
MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $30,000 | -11.8% | 400 | 0.0% | 0.00% | 0.0% | |
COIN | Buy | COINBASE GLOBAL INC COM CL Astock | $34,000 | +6.2% | 182 | +43.3% | 0.00% | 0.0% |
GLDI | CREDIT SUISSE X-LINKS GOLD SHARES COVERED CALL ETNetf | $34,000 | +3.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $34,000 | -5.6% | 100 | 0.0% | 0.00% | 0.0% | |
SPHQ | INVESCO S&P 500 QUALITY ETFetf | $21,000 | -4.5% | 427 | 0.0% | 0.00% | 0.0% | |
FLIC | FIRST LONG IS CORP COMstock | $28,000 | -9.7% | 1,470 | 0.0% | 0.00% | -33.3% | |
WIP | Buy | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFetf | $22,000 | 0.0% | 418 | +0.2% | 0.00% | 0.0% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $23,000 | -30.3% | 154 | -6.1% | 0.00% | -33.3% |
VTRS | Buy | VIATRIS INC COMstock | $19,000 | -5.0% | 1,764 | +15.7% | 0.00% | 0.0% |
AWP | ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INTcef | $19,000 | -5.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
NBB | NUVEEN TAXABLE MUNICPAL INM FD COMcef | $29,000 | -12.1% | 1,485 | 0.0% | 0.00% | -33.3% | |
LTHM | LIVENT CORP COMstock | $29,000 | +7.4% | 1,115 | 0.0% | 0.00% | 0.0% | |
BSCM | Buy | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $21,000 | 0.0% | 1,012 | +0.3% | 0.00% | 0.0% |
VSH | New | VISHAY INTERTECHNOLOGY INC COMstock | $20,000 | – | 1,032 | +100.0% | 0.00% | – |
VOD | Sell | VODAFONE GROUP NEW ADR Fadr | $24,000 | +4.3% | 1,492 | -6.3% | 0.00% | 0.0% |
CME | Buy | CME GROUP INC COMstock | $20,000 | +900.0% | 88 | +576.9% | 0.00% | – |
XBI | Buy | SPDR S&P BIOTECH ETFetf | $23,000 | +228.6% | 265 | +307.7% | 0.00% | +100.0% |
CDNS | New | CADENCE DESIGN SYSTEM INC COMstock | $19,000 | – | 116 | +100.0% | 0.00% | – |
DRIV | Sell | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $20,000 | -28.6% | 737 | -20.2% | 0.00% | 0.0% |
HWM | Buy | HOWMET AEROSPACE INC COMstock | $25,000 | +13.6% | 699 | +0.1% | 0.00% | 0.0% |
HUBB | HUBBELL INC COMstock | $18,000 | -10.0% | 98 | 0.0% | 0.00% | 0.0% | |
TJX | TJX COS INC NEW COMstock | $19,000 | -24.0% | 330 | 0.0% | 0.00% | 0.0% | |
FTXR | FIRST TRUST NASDAQ TRANSPORTATION ETFetf | $18,000 | -5.3% | 561 | 0.0% | 0.00% | 0.0% | |
CHAD | New | DIREXION DAILY CSI 300 CHINA A SHARE BEAR 1X SHARESetf | $18,000 | – | 1,000 | +100.0% | 0.00% | – |
GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $22,000 | -4.3% | 679 | +0.4% | 0.00% | 0.0% |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $19,000 | -32.1% | 196 | -33.1% | 0.00% | 0.0% |
MCN | MADISON COVERED CALL & EQUITY COMcef | $26,000 | 0.0% | 3,300 | 0.0% | 0.00% | 0.0% | |
SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $20,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
LNT | Sell | ALLIANT ENERGY CORP COMstock | $21,000 | 0.0% | 344 | -0.3% | 0.00% | 0.0% |
PPLT | ETFS PLATINUM TR SH BEN INTetf | $20,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $26,000 | -57.4% | 251 | -57.0% | 0.00% | -60.0% |
ONEQ | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $26,000 | -10.3% | 480 | 0.0% | 0.00% | 0.0% | |
ALE | ALLETE INC COM NEWstock | $27,000 | 0.0% | 416 | 0.0% | 0.00% | 0.0% | |
RPV | New | INVESCO S&P 500 PURE VALUE ETFetf | $21,000 | – | 250 | +100.0% | 0.00% | – |
CAH | CARDINAL HEALTH INCstock | $24,000 | +9.1% | 435 | 0.0% | 0.00% | 0.0% | |
MLM | MARTIN MARIETTA MATLS INC COMstock | $20,000 | -9.1% | 52 | 0.0% | 0.00% | 0.0% | |
MAS | Buy | MASCO CORP COMstock | $22,000 | – | 437 | +3541.7% | 0.00% | – |
CEF | Sell | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $19,000 | -47.2% | 1,000 | -51.8% | 0.00% | -33.3% |
MTDR | MATADOR RES CO COMstock | $21,000 | +50.0% | 400 | 0.0% | 0.00% | +100.0% | |
WELL | WELLTOWER INC COMreit | $18,000 | +12.5% | 192 | 0.0% | 0.00% | +100.0% | |
CCL | Sell | CARNIVAL CORPstock | $22,000 | -15.4% | 1,105 | -16.9% | 0.00% | 0.0% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP INCstock | $19,000 | +5.6% | 260 | +0.4% | 0.00% | +100.0% |
FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $28,000 | -15.2% | 271 | -1.8% | 0.00% | -33.3% |
ZS | New | ZSCALER INC COMstock | $19,000 | – | 80 | +100.0% | 0.00% | – |
ETG | EATON VANCE TX ADV GLBL DIV FD COMcef | $24,000 | -11.1% | 1,200 | 0.0% | 0.00% | 0.0% | |
WERN | Buy | WERNER ENTERPRISES INC COMstock | $26,000 | -13.3% | 635 | +0.3% | 0.00% | 0.0% |
SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $19,000 | -17.4% | 187 | 0.0% | 0.00% | 0.0% | |
QID | New | PROSHARES TR. ULTRA SHORT QQQetf | $28,000 | – | 1,655 | +100.0% | 0.00% | – |
SLRC | New | SLR INVESTMENT CORP COMcef | $29,000 | – | 1,615 | +100.0% | 0.00% | – |
New | DUTCH BROS INC CL Astock | $22,000 | – | 400 | +100.0% | 0.00% | – | |
SNOW | Buy | SNOWFLAKE INC CL Astock | $29,000 | +190.0% | 130 | +333.3% | 0.00% | +100.0% |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $21,000 | -12.5% | 158 | 0.0% | 0.00% | 0.0% | |
FXR | Sell | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $26,000 | -10.3% | 473 | -0.6% | 0.00% | 0.0% |
New | DRAFTKINGS INC NEW COM CL Astock | $21,000 | – | 1,090 | +100.0% | 0.00% | – | |
NMFC | NEW MTN FIN CORP COMcef | $20,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $18,000 | -10.0% | 800 | 0.0% | 0.00% | 0.0% | |
UTG | REAVES UTIL INCOME FD COM SH BEN INTcef | $20,000 | 0.0% | 580 | 0.0% | 0.00% | 0.0% | |
SAVA | CASSAVA SCIENCES INC COMstock | $27,000 | -12.9% | 731 | 0.0% | 0.00% | -33.3% | |
FXD | Sell | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $21,000 | -19.2% | 390 | -7.6% | 0.00% | 0.0% |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDRetf | $20,000 | +33.3% | 148 | +38.3% | 0.00% | +100.0% |
AVAV | New | AEROVIRONMENT INC COMstock | $23,000 | – | 250 | +100.0% | 0.00% | – |
OHI | OMEGA HEALTHCARE INVS INC COMreit | $28,000 | +7.7% | 900 | 0.0% | 0.00% | 0.0% | |
XLB | Buy | MATERIALS SELECT SECTOR SPDRetf | $29,000 | +190.0% | 329 | +191.2% | 0.00% | +100.0% |
FSK | FS KKR CAP CORP COMcef | $26,000 | +8.3% | 1,150 | 0.0% | 0.00% | 0.0% | |
HAS | New | HASBRO INC COMstock | $19,000 | – | 244 | +100.0% | 0.00% | – |
DOCU | Buy | DOCUSIGN INC COMstock | $28,000 | +300.0% | 270 | +440.0% | 0.00% | +100.0% |
ZBH | ZIMMER HLDGS INCstock | $25,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
NOK | Sell | NOKIA CORP SPONSORED ADRadr | $18,000 | -14.3% | 3,325 | -4.6% | 0.00% | 0.0% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $25,000 | -95.8% | 342 | -95.2% | 0.00% | -96.0% |
ZTS | Buy | ZOETIS INC CL Astock | $26,000 | +333.3% | 138 | +430.8% | 0.00% | – |
JPI | NUVEEN PFD & INCOME TERM FD COMcef | $26,000 | -16.1% | 1,200 | 0.0% | 0.00% | -33.3% | |
BYND | Buy | BEYOND MEAT INC COMstock | $26,000 | -16.1% | 558 | +15.5% | 0.00% | -33.3% |
IIN | INTRICON CORP COMstock | $20,000 | +42.9% | 875 | 0.0% | 0.00% | +100.0% | |
GDV | New | GABELLI DIVID & INCOME TR COMcef | $28,000 | – | 1,154 | +100.0% | 0.00% | – |
ACA | Buy | ARCOSA INC COMstock | $18,000 | +12.5% | 318 | +0.3% | 0.00% | +100.0% |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $19,000 | +5.6% | 1,148 | 0.0% | 0.00% | +100.0% | |
FLS | FLOWSERVE CORP COMstock | $20,000 | +17.6% | 560 | 0.0% | 0.00% | +100.0% | |
CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $24,000 | -33.3% | 321 | -26.7% | 0.00% | -33.3% |
ARKF | ARK FINTECH INNOVATION ETFetf | $20,000 | -28.6% | 699 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INC SPON ADR CL Aadr | $20,000 | -16.7% | 351 | 0.0% | 0.00% | 0.0% | |
J | New | JACOBS ENGR GROUP INC COMstock | $21,000 | – | 155 | +100.0% | 0.00% | – |
U | New | UNITY SOFTWARE INC COMstock | $19,000 | – | 200 | +100.0% | 0.00% | – |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $16,000 | 0.0% | 170 | -9.6% | 0.00% | 0.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $15,000 | -6.2% | 133 | 0.0% | 0.00% | 0.0% | |
IEP | New | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $15,000 | – | 300 | +100.0% | 0.00% | – |
HUMACYTE INC COMstock | $7,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | ||
IOO | Sell | ISHARES GLOBAL 100 ETFetf | $15,000 | -84.7% | 200 | -84.1% | 0.00% | -87.5% |
HRZN | HORIZON TECHNOLOGY FIN CORP COMcef | $9,000 | -18.2% | 700 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $11,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $15,000 | -64.3% | 155 | -58.0% | 0.00% | -66.7% |
IYH | ISHARES TR DOW JONES U S HEALTHCAREetf | $13,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
HTZZ | HERTZ GLOBAL HLDGS INC COM NEWstock | $8,000 | -11.1% | 386 | 0.0% | 0.00% | 0.0% | |
IGOV | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETFetf | $7,000 | -12.5% | 160 | 0.0% | 0.00% | 0.0% | |
SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FDetf | $16,000 | -5.9% | 162 | 0.0% | 0.00% | 0.0% | |
HEI | HEICO CORP NEW COMstock | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
PEAK | New | HEALTH CARE PPTY INVS INCreit | $13,000 | – | 389 | +100.0% | 0.00% | – |
REZ | New | ISHARES FTSE NAREIT RESID PLUS CP IDXetf | $9,000 | – | 100 | +100.0% | 0.00% | – |
GBF | New | ISHARES GOVERNMENT/CREDIT BOND ETFetf | $6,000 | – | 53 | +100.0% | 0.00% | – |
SHV | ISHARES SHORT TREASURY BOND ETFetf | $16,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
IWY | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $9,000 | -10.0% | 60 | 0.0% | 0.00% | 0.0% | |
ILTB | ISHARES CORE 10 YEAR USD BOND ETFetf | $12,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
New | HF SINCLAIR CORP COMstock | $7,000 | – | 200 | +100.0% | 0.00% | – | |
GPRE | GREEN PLAINS INC COMstock | $15,000 | -11.8% | 500 | 0.0% | 0.00% | 0.0% | |
GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $9,000 | -64.0% | 382 | -60.5% | 0.00% | -50.0% |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $17,000 | -62.2% | 169 | -59.2% | 0.00% | -75.0% |
SIL | New | GLOBAL X SILVER MINERS ETFetf | $14,000 | – | 410 | +100.0% | 0.00% | – |
ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $7,000 | +16.7% | 201 | +14.9% | 0.00% | – |
FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $9,000 | -10.0% | 355 | +0.6% | 0.00% | 0.0% |
ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $10,000 | – | 149 | +100.0% | 0.00% | – |
IRBO | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $11,000 | -15.4% | 335 | 0.0% | 0.00% | 0.0% | |
USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $8,000 | – | 213 | +100.0% | 0.00% | – |
QYLD | New | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $15,000 | – | 750 | +100.0% | 0.00% | – |
JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $15,000 | – | 250 | +100.0% | 0.00% | – |
JBLU | JETBLUE AWYS CORP COMstock | $9,000 | +12.5% | 603 | 0.0% | 0.00% | 0.0% | |
LAND | New | GLADSTONE LD CORP COMreit | $10,000 | – | 280 | +100.0% | 0.00% | – |
GPC | Buy | GENUINE PARTS CO COMstock | $17,000 | 0.0% | 140 | +12.0% | 0.00% | 0.0% |
KMI | Buy | KINDER MORGAN INCstock | $11,000 | +22.2% | 620 | +1.6% | 0.00% | 0.0% |
KARS | Buy | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY ETFetf | $12,000 | -14.3% | 321 | +3.5% | 0.00% | 0.0% |
KYNDRYL HLDGS INC COMMON STOCKstock | $14,000 | -30.0% | 1,139 | 0.0% | 0.00% | -50.0% | ||
FLR | FLUOR CORP NEW COMstock | $7,000 | +16.7% | 260 | 0.0% | 0.00% | – | |
LEVI | LEVI STRAUSS & CO NEW CL A COM STKstock | $8,000 | -27.3% | 450 | 0.0% | 0.00% | 0.0% | |
GUNR | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $6,000 | +20.0% | 144 | 0.0% | 0.00% | – | |
LNN | LINDSAY CORPORATIONstock | $15,000 | +7.1% | 97 | 0.0% | 0.00% | 0.0% | |
MTB | M & T BK CORP COMstock | $10,000 | +11.1% | 59 | 0.0% | 0.00% | 0.0% | |
MDU | MDU RES GROUP INC COMstock | $11,000 | -15.4% | 450 | 0.0% | 0.00% | 0.0% | |
MGU | Buy | MACQUARIE GLOBAL INFRASTRUCTUR COMcef | $6,000 | +20.0% | 246 | +1.2% | 0.00% | – |
MFC | MANULIFE FINL CORP COMstock | $7,000 | +16.7% | 366 | 0.0% | 0.00% | – | |
MBII | MARRONE BIO INNOVATIONS INC COMstock | $10,000 | +42.9% | 10,000 | 0.0% | 0.00% | 0.0% | |
MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $12,000 | +140.0% | 125 | +108.3% | 0.00% | – |
MCK | MCKESSON CORPstock | $15,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $17,000 | -10.5% | 147 | 0.0% | 0.00% | -50.0% | |
FXH | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $17,000 | -10.5% | 154 | 0.0% | 0.00% | -50.0% | |
FAD | New | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUNDetf | $11,000 | – | 103 | +100.0% | 0.00% | – |
QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $17,000 | -29.2% | 272 | -23.2% | 0.00% | -50.0% |
FAB | New | FIRST TRUST MULTI CAP VALUE ALPHADEX FUNDetf | $8,000 | – | 114 | +100.0% | 0.00% | – |
NSC | NORFOLK SOUTHERN CRPstock | $15,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
JPT | Buy | NUVEEN PREFERRED AND INCOME FD COM SHS BEN INTcef | $8,000 | -20.0% | 413 | +1.0% | 0.00% | 0.0% |
NTR | NUTRIEN LTD COMstock | $16,000 | +45.5% | 153 | 0.0% | 0.00% | 0.0% | |
OKTA | Sell | OKTA INC CL Astock | $6,000 | -75.0% | 43 | -60.2% | 0.00% | -50.0% |
EXC | Sell | EXELON CORP COMstock | $16,000 | -20.0% | 355 | -0.8% | 0.00% | -50.0% |
ONTO | ONTO INNOVATION INC COMstock | $12,000 | -14.3% | 148 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $15,000 | +15.4% | 447 | -2.4% | 0.00% | 0.0% |
OTIS | OTIS WORLDWIDE CORP COMstock | $11,000 | -8.3% | 148 | 0.0% | 0.00% | 0.0% | |
OC | OWENS CORNING NEW COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PPG | PPG INDS INC COMstock | $13,000 | -23.5% | 100 | 0.0% | 0.00% | 0.0% | |
PTBD | Buy | PACER TRENDPILOT US BOND ETFetf | $12,000 | -7.7% | 512 | +1.0% | 0.00% | 0.0% |
EQNR | New | STATOIL ASA SPONSORED ADR CMNadr | $15,000 | – | 400 | +100.0% | 0.00% | – |
EQIX | EQUINIX INC COMreit | $17,000 | -10.5% | 23 | 0.0% | 0.00% | -50.0% | |
ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $7,000 | +40.0% | 678 | +1.6% | 0.00% | – |
PBR | New | PETROLEO BRASILEIRO SA PETROBRASadr | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
ENB | Buy | ENBRIDGE INC COMstock | $11,000 | +83.3% | 259 | +68.2% | 0.00% | – |
DOC | PHYSICIANS RLTY TR COMreit | $9,000 | -10.0% | 535 | 0.0% | 0.00% | 0.0% | |
PLUG | Buy | PLUG POWER INC COM NEWstock | $12,000 | +300.0% | 427 | +281.2% | 0.00% | – |
MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $11,000 | 0.0% | 1,072 | 0.0% | 0.00% | 0.0% | |
QRVO | Sell | QORVO INC COMstock | $15,000 | -34.8% | 125 | -16.7% | 0.00% | -50.0% |
QS | QUANTUMSCAPE CORP COM CL Astock | $6,000 | 0.0% | 315 | 0.0% | 0.00% | – | |
MFMS | MOTLEY FOOL SMALL-CAP GROWTH ETFetf | $12,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $11,000 | +57.1% | 160 | +79.8% | 0.00% | 0.0% |
DLTH | DULUTH HLDGS INC COM CL Bstock | $12,000 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
REGI | RENEWABLE ENERGY GROUP INC COM NEWstock | $12,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP COMstock | $6,000 | -14.3% | 40 | 0.0% | 0.00% | 0.0% | |
Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $10,000 | +25.0% | 212 | +165.0% | 0.00% | 0.0% | |
DG | DOLLAR GEN CORPstock | $14,000 | -6.7% | 64 | 0.0% | 0.00% | 0.0% | |
RWX | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $6,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
Sell | DIGITAL WORLD ACQUISITION CORP CLASS A COMstock | $16,000 | +6.7% | 260 | -16.1% | 0.00% | 0.0% | |
DVN | Buy | DEVON ENERGY CORPstock | $13,000 | +550.0% | 228 | +261.9% | 0.00% | – |
BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFetf | $16,000 | -5.9% | 634 | 0.0% | 0.00% | 0.0% | |
KBE | SPDR S&P BANK ETFetf | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CYTK | CYTOKINETICS INC COM NEWstock | $12,000 | -20.0% | 330 | 0.0% | 0.00% | 0.0% | |
CMI | New | CUMMINS INC COMstock | $13,000 | – | 66 | +100.0% | 0.00% | – |
SRLN | SPDR BLACKSTONE SENIOR LOAN ETFetf | $14,000 | -6.7% | 329 | 0.0% | 0.00% | 0.0% | |
CCI | Buy | CROWN CASTLE INTL CORPreit | $15,000 | -11.8% | 84 | +1.2% | 0.00% | 0.0% |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% | |
CUZ | Buy | COUSINS PPTYS INC COM NEWreit | $6,000 | 0.0% | 153 | +1.3% | 0.00% | – |
CTVA | Buy | CORTEVA INC COMstock | $11,000 | +83.3% | 207 | +51.1% | 0.00% | – |
New | CONSTELLATION ENERGY CORP COMstock | $6,000 | – | 117 | +100.0% | 0.00% | – | |
CMP | New | COMPASS MINERALS INTL INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
CMG | CHIPOTLE MEXICAN GRILL INCstock | $12,000 | -7.7% | 8 | 0.0% | 0.00% | 0.0% | |
CHE | New | CHEMED CORP NEW COMstock | $7,000 | – | 15 | +100.0% | 0.00% | – |
CNP | Sell | CENTERPOINT ENERGY INC COMstock | $8,000 | -27.3% | 291 | -30.5% | 0.00% | 0.0% |
New | INFRACAP EQUITY INCOME FUND ETFetf | $15,000 | – | 500 | +100.0% | 0.00% | – | |
BLCN | Sell | SIREN ETF TR NSD NXGN ECO ETFetf | $9,000 | -10.0% | 242 | -4.7% | 0.00% | 0.0% |
CARR | CARRIER GLOBAL CORPORATION COMstock | $13,000 | -18.8% | 297 | 0.0% | 0.00% | 0.0% | |
CPHC | CANTERBURY PK HLDG CORP COMstock | $13,000 | +30.0% | 600 | 0.0% | 0.00% | 0.0% | |
CTLP | CANTALOUPE INC COMstock | $6,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
ABB | ABB LTD SPONSORED ADRadr | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
CWH | CAMPING WORLD HLDGS INC CL Astock | $10,000 | -33.3% | 378 | 0.0% | 0.00% | 0.0% | |
SLF | Buy | SUN LIFE FINANCIAL INC. COMstock | $9,000 | 0.0% | 170 | +0.6% | 0.00% | 0.0% |
SRDX | SURMODICS INC COMstock | $17,000 | -5.6% | 393 | 0.0% | 0.00% | 0.0% | |
CPB | CAMPBELL SOUP CO COMstock | $9,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
TSI | TCW STRATEGIC INCOME FD INC COMcef | $9,000 | -10.0% | 1,770 | 0.0% | 0.00% | 0.0% | |
ELY | Buy | CALLAWAY GOLF CO COMstock | $17,000 | +70.0% | 760 | +90.0% | 0.00% | 0.0% |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $10,000 | -9.1% | 97 | 0.0% | 0.00% | 0.0% | |
CCD | CALAMOS DYNAMIC CONV & INCOME COMcef | $16,000 | -20.0% | 650 | 0.0% | 0.00% | -50.0% | |
TXT | TEXTRON INC COMstock | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
TSCO | TRACTOR SUPPLY CO COMstock | $9,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
TPVG | New | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $16,000 | – | 950 | +100.0% | 0.00% | – |
TWLO | TWILIO INC CL Astock | $16,000 | -38.5% | 100 | 0.0% | 0.00% | -50.0% | |
UAA | Sell | UNDER ARMOUR INC CL Astock | $9,000 | -74.3% | 539 | -67.9% | 0.00% | -66.7% |
UA | Sell | UNDER ARMOUR INC CL Cstock | $8,000 | -61.9% | 542 | -53.9% | 0.00% | -50.0% |
UAL | Sell | UNITED AIRLS HLDGS INC COMstock | $6,000 | -60.0% | 138 | -60.9% | 0.00% | 0.0% |
BWA | BORGWARNER INC COMstock | $9,000 | -18.2% | 250 | 0.0% | 0.00% | 0.0% | |
USO | UNITED STATES OIL FUND, LPetf | $12,000 | +50.0% | 165 | 0.0% | 0.00% | 0.0% | |
UPST | Buy | UPSTART HLDGS INC COMstock | $15,000 | +400.0% | 145 | +480.0% | 0.00% | – |
OUNZ | New | VAN ECK MERK GOLD TRUSTetf | $10,000 | – | 557 | +100.0% | 0.00% | – |
BLNK | Sell | BLINK CHARGING CO COMstock | $8,000 | -33.3% | 319 | -31.2% | 0.00% | 0.0% |
BFTR | BLACKROCK FUTURE INNOVATORS ETFetf | $7,000 | -22.2% | 217 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD COMstock | $14,000 | -22.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
BHC | New | BAUSCH HEALTH COS INC COMstock | $7,000 | – | 310 | +100.0% | 0.00% | – |
BNS | BANK NOVA SCOTIA B C COMstock | $6,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
BMO | Buy | BANK MONTREAL QUE COMstock | $17,000 | +30.8% | 145 | +15.1% | 0.00% | 0.0% |
BLL | BALL CORP COMstock | $12,000 | -7.7% | 144 | 0.0% | 0.00% | 0.0% | |
VSS | Sell | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $11,000 | -26.7% | 93 | -17.7% | 0.00% | 0.0% |
VDE | Buy | VANGUARD ENERGY INDEX FUNDetf | $8,000 | +300.0% | 81 | +161.3% | 0.00% | – |
AURORA INNOVATION INC CLASS A COMstock | $7,000 | -50.0% | 1,315 | 0.0% | 0.00% | 0.0% | ||
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $17,000 | -10.5% | 347 | +0.3% | 0.00% | -50.0% |
MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHadr | $10,000 | 0.0% | 337 | 0.0% | 0.00% | 0.0% | |
APPN | Sell | APPIAN CORP CL Astock | $13,000 | -18.8% | 227 | -11.7% | 0.00% | 0.0% |
BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
ADI | ANALOG DEVICES INC COMstock | $11,000 | -8.3% | 70 | 0.0% | 0.00% | 0.0% | |
AMH | Buy | AMERICAN HOMES 4 RENT CL Areit | $14,000 | -6.7% | 362 | +0.3% | 0.00% | 0.0% |
WAL | WESTERN ALLIANCE BANCORP COMstock | $12,000 | -25.0% | 155 | 0.0% | 0.00% | 0.0% | |
WU | Buy | WESTERN UNION COMPANYstock | $11,000 | +10.0% | 605 | +0.5% | 0.00% | 0.0% |
WPM | WHEATON PRECIOUS METALS CORP COMstock | $16,000 | +6.7% | 352 | 0.0% | 0.00% | 0.0% | |
AFRM | AFFIRM HLDGS INC COM CL Astock | $8,000 | -55.6% | 182 | 0.0% | 0.00% | 0.0% | |
XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $9,000 | -73.5% | 300 | -67.6% | 0.00% | -66.7% |
XOMA | XOMA CORP DEL COM NEWstock | $14,000 | +40.0% | 501 | 0.0% | 0.00% | 0.0% | |
GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $10,000 | +11.1% | 108 | 0.0% | 0.00% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $14,000 | -39.1% | 127 | 0.0% | 0.00% | -50.0% | |
AMCR | AMCOR PLC ORDstock | $6,000 | 0.0% | 565 | 0.0% | 0.00% | – | |
PALL | ABRDN PHYSICAL PALLADIUM SHARES ETFetf | $8,000 | +33.3% | 39 | 0.0% | 0.00% | – | |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $8,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
ARKW | Buy | ARK NEXT GENERATION INTERNET ETFetf | $13,000 | -27.8% | 155 | +2.0% | 0.00% | 0.0% |
ARKG | Buy | ARK GENOMIC REVOLUTION ETFetf | $15,000 | -28.6% | 345 | +0.3% | 0.00% | -50.0% |
SFL | SFL CORPORATION LTD SHSstock | $6,000 | +50.0% | 600 | 0.0% | 0.00% | – | |
ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $8,000 | -11.1% | 119 | 0.0% | 0.00% | 0.0% | |
GRMN | Sell | GARMIN LTD SHSstock | $12,000 | -40.0% | 105 | -30.0% | 0.00% | -50.0% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $7,000 | +16.7% | 51 | -1.9% | 0.00% | – |
AGCO | AGCO CORP COMstock | $14,000 | +27.3% | 100 | 0.0% | 0.00% | 0.0% | |
STLA | Sell | STELLANTIS N.V SHSstock | $8,000 | -20.0% | 525 | -9.5% | 0.00% | 0.0% |
BSJN | Buy | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $13,000 | -7.1% | 563 | +0.7% | 0.00% | 0.0% |
TAN | INVESCO SOLAR ETFetf | $7,000 | -12.5% | 105 | 0.0% | 0.00% | 0.0% | |
HYB | NEW AMER HIGH INCOME FD INC COM NEWcef | $2,000 | 0.0% | 277 | 0.0% | 0.00% | – | |
FNDF | Exit | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $0 | – | -15 | -100.0% | 0.00% | – |
NTES | NETEASE INC SPONSORED ADSadr | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
WPP | Exit | WPP PLC NEW ADRadr | $0 | – | -5 | -100.0% | 0.00% | – |
NTCO | NATURA &CO HLDG S A ADSadr | $0 | – | 37 | 0.0% | 0.00% | – | |
DBL | New | DOUBLELINE OPPORTUNISTIC CR FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
RMD | RESMED INC COMstock | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
DPZ | DOMINOS PIZZA INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
OLN | OLIN CORP COM PAR $1stock | $4,000 | -20.0% | 88 | 0.0% | 0.00% | – | |
RIOT | RIOT BLOCKCHAIN INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
RBLX | Sell | ROBLOX CORP CL Astock | $2,000 | -84.6% | 62 | -51.2% | 0.00% | -100.0% |
RKT | ROCKET COS INC COM CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
ONB | Buy | OLD NATL BANCORP IND COMstock | $1,000 | 0.0% | 92 | +1.1% | 0.00% | – |
ECF | Exit | ELLSWORTH GROWTH & INCOME FD L COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
OLAPLEX HLDGS INC COMstock | $0 | -100.0% | 60 | 0.0% | 0.00% | – | ||
ROP | ROPER TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
ROST | Sell | ROSS STORES INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
RY | ROYAL BK CDA COMstock | $5,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
NUSC | New | NUVEEN ESG SMALL-CAP ETFetf | $5,000 | – | 147 | +100.0% | 0.00% | – |
JCO | Buy | NUVEEN CR OPPORTUNITIES 2022 T COMcef | $4,000 | 0.0% | 514 | +0.8% | 0.00% | – |
SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
DFS | DISCOVER FINL SVCS COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
NVG | Buy | NUVEEN AMT FREE MUN CR INC FD COMcef | $3,000 | -25.0% | 237 | +0.9% | 0.00% | – |
DIN | DINE BRANDS GLOBAL INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
NVAX | NOVAVAX INC COM NEWstock | $1,000 | -66.7% | 25 | 0.0% | 0.00% | – | |
FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
IBND | Buy | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
FHLC | Buy | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
DEO | DIAGEO PLCadr | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
NKLA | Sell | NIKOLA CORP COMstock | $0 | -100.0% | 6 | -97.4% | 0.00% | – |
SPLB | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $0 | – | 14 | 0.0% | 0.00% | – | |
DXCM | DEXCOM INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
WKHS | Exit | WORKHORSE GROUP INC COM NEWstock | $0 | – | -290 | -100.0% | 0.00% | – |
DM | DESKTOP METAL INC COM CL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
FCOR | Buy | FIDELITY CORPORATE BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
DLX | DELUXE CORP COMstock | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $0 | – | 9 | 0.0% | 0.00% | – | |
DK | DELEK US HLDGS INC NEW COMstock | $0 | – | 34 | 0.0% | 0.00% | – | |
SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
NEM | NEWMONT CORP COMstock | $4,000 | +33.3% | 60 | 0.0% | 0.00% | – | |
NRZ | Buy | NEW RESIDENTIAL INVESTMENT CORPreit | $5,000 | 0.0% | 508 | +1.0% | 0.00% | – |
STEM | Exit | STEM INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
SLY | SPDR S&P 600 SMALL CAP ETFetf | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
DHI | D R HORTON INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
SPMB | Exit | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
CONE | Exit | CYRUSONE INC COMreit | $0 | – | -20 | -100.0% | 0.00% | – |
FAM | Buy | FIRST TR / ABERDEEN GLOBAL OPP COM SHScef | $2,000 | 0.0% | 268 | +2.3% | 0.00% | – |
CR | CRANE CO COMstock | $5,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -25 | -100.0% | 0.00% | – |
GLW | Buy | CORNING INC COMstock | $3,000 | 0.0% | 104 | +1.0% | 0.00% | – |
CXW | CORRECTIONS CORP AMERreit | $5,000 | +25.0% | 500 | 0.0% | 0.00% | – | |
CPRT | Sell | COPART INC COMstock | $0 | -100.0% | 7 | -22.2% | 0.00% | – |
SSRM | SSR MNG INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
AXSM | Exit | AXSOME THERAPEUTICS INC COMstock | $0 | – | -130 | -100.0% | 0.00% | – |
CNSL | CONSOLIDATED COMMUNICATIONS HLDGSINC COMstock | $1,000 | -50.0% | 303 | 0.0% | 0.00% | – | |
NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
DLB | Exit | DOLBY LABORATORIES INC COM CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
NIO | Sell | NIO INC SPON ADSadr | $0 | -100.0% | 41 | -10.9% | 0.00% | – |
NCR | NCR CORP NEW COMstock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
New | MULLEN AUTOMOTIVE INC COMstock | $1,000 | – | 500 | +100.0% | 0.00% | – | |
MWA | Buy | MUELLER WTR PRODS INC COM SER Astock | $5,000 | 0.0% | 412 | +0.5% | 0.00% | – |
CTXS | CITRIX SYS INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
SCHI | Sell | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $3,000 | -25.0% | 79 | -7.1% | 0.00% | – |
CTAS | CINTAS CORPstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $1,000 | -90.9% | 37 | -83.1% | 0.00% | -100.0% |
CINF | New | CINCINNATI FINL CORP COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
CIEN | CIENA CORPstock | $0 | – | 1 | 0.0% | 0.00% | – | |
CHWY | CHEWY INC CL Astock | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $2,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
CHPT | New | CHARGEPOINT HOLDINGS INC COM CL Astock | $1,000 | – | 70 | +100.0% | 0.00% | – |
CHX | CHAMPIONX CORPORATION COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
CEVA | CEVA INC COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
MCO | MOODYS CORPstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
MGI | MONEYGRAM INTL INC COM NEWstock | $1,000 | – | 118 | 0.0% | 0.00% | – | |
XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $0 | – | 5 | 0.0% | 0.00% | – | |
CERN | CERNER CORPstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
CRNC | CERENCE INC COMstock | $3,000 | -57.1% | 100 | 0.0% | 0.00% | -100.0% | |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CE | CELANESE CORP DEL COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf | $0 | -100.0% | 13 | 0.0% | 0.00% | – | |
XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $0 | – | 6 | 0.0% | 0.00% | – | |
SEEL | SEELOS THERAPEUTICS INC COMstock | $0 | – | 149 | 0.0% | 0.00% | – | |
SRE | SEMPRA COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
NOW | SERVICENOW INC COMstock | $3,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
CTT | Buy | CATCHMARK TIMBER TR INC CL Areit | $1,000 | 0.0% | 230 | +0.9% | 0.00% | – |
CPRX | CATALYST PHARMACEUTICALS INC COMstock | $0 | – | 45 | 0.0% | 0.00% | – | |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | |
CVNA | CARVANA CO CL Astock | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
SBOW | SILVERBOW RES INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
MSTR | Sell | MicroStrategy Inc Class Astock | $1,000 | -75.0% | 4 | -55.6% | 0.00% | – |
AON | Exit | AON CORPstock | $0 | – | -4 | -100.0% | 0.00% | – |
FNDC | Exit | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $0 | – | -7 | -100.0% | 0.00% | – |
SIX | SIX FLAGS ENTMT CORP NEW COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
SKX | SKECHERS U S A INC CL Astock | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 10 | 0.0% | 0.00% | – | ||
SNAP | SNAP INC CL Astock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
CMU | Buy | MFS HIGH YIELD MUN TR SH BEN INTcef | $1,000 | -50.0% | 514 | +1.2% | 0.00% | – |
MTA | New | METALLA RTY & STREAMING LTD COM NEWstock | $2,000 | – | 300 | +100.0% | 0.00% | – |
FNX | Sell | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $3,000 | -25.0% | 33 | -31.2% | 0.00% | – |
MAT | MATTEL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
SO | Sell | SOUTHERN CO COMstock | $5,000 | 0.0% | 73 | -5.2% | 0.00% | – |
FEP | New | FIRST TRUST EUROPE ALPHADEX FUNDetf | $3,000 | – | 92 | +100.0% | 0.00% | – |
SPLK | New | SPLUNK INC COMstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
MTCH | MATCH GROUP INC NEW COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
FEM | New | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $1,000 | – | 77 | +100.0% | 0.00% | – |
SGDM | New | SPROTT GOLD MINERS ETFetf | $5,000 | – | 162 | +100.0% | 0.00% | – |
FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $0 | – | 5 | 0.0% | 0.00% | – | |
STAG | STAG INDL INC COMreit | $5,000 | -16.7% | 130 | 0.0% | 0.00% | – | |
PAK | Exit | GLOBAL X MSCI PAKISTAN ETFetf | $0 | – | -113 | -100.0% | 0.00% | – |
CGC | Buy | CANOPY GROWTH CORP COMstock | $4,000 | -20.0% | 618 | +0.2% | 0.00% | – |
CAJ | CANON INC SPONSORED ADRadr | $2,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
CNQ | Sell | CANADIAN NATURAL RESOURCES LTDstock | $2,000 | 0.0% | 35 | -42.6% | 0.00% | – |
MKL | MARKEL CORP HOLDING COstock | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
EBAY | Exit | EBAY INCstock | $0 | – | -17 | -100.0% | 0.00% | – |
CM | CANADIAN IMP BK COMM COMstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
KLIC | Exit | KULICKE & SOFFA INDS INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
MGA | MAGNA INTL INC CL Astock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
Exit | PROSHARES BITCOIN STRATEGY ETFetf | $0 | – | -100 | -100.0% | 0.00% | – | |
Exit | SAMSARA INC COM CL Astock | $0 | – | -100 | -100.0% | 0.00% | – | |
MSCI | MSCI INC COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
SYF | New | SYNCHRONY FINANCIAL COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
MP | MP MATERIALS CORP COM CL Astock | $0 | – | 2 | 0.0% | 0.00% | – | |
CHGG | Exit | CHEGG INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
MGM | Sell | MGM RESORTS INTERNATIONALstock | $0 | -100.0% | 5 | -99.7% | 0.00% | -100.0% |
REZI | Exit | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
RDWR | Exit | RADWARE LTD ORDstock | $0 | – | -10 | -100.0% | 0.00% | – |
CRC | CALIFORNIA RES CORP COM STOCKstock | $0 | – | 22 | 0.0% | 0.00% | – | |
LAZR | Sell | LUMINAR TECHNOLOGIES INC COM CL Astock | $0 | -100.0% | 5 | -98.0% | 0.00% | – |
FNDA | Exit | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFetf | $0 | – | -2 | -100.0% | 0.00% | – |
CHY | Buy | CALAMOS CONV & HIGH INCOME FD COM SHScef | $5,000 | -16.7% | 398 | +2.3% | 0.00% | – |
FTXO | Sell | FIRST TRUST NASDAQ BANK ETFetf | $4,000 | 0.0% | 138 | -3.5% | 0.00% | – |
TDC | TERADATA CORP DEL COMstock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
COG | COTERRA ENERGY INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
CNX | CONSOL ENERGY INCstock | $1,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
FEI | New | FIRST TR MLP & ENERGY INCOM FD COMcef | $0 | – | 11 | +100.0% | 0.00% | – |
CRH | CRH PLC ADRadr | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $2,000 | +100.0% | 7 | +133.3% | 0.00% | – |
CUTR | Exit | CUTERA INC COMstock | $0 | – | -155 | -100.0% | 0.00% | – |
TTD | THE TRADE DESK INC COM CL Astock | $4,000 | -20.0% | 65 | 0.0% | 0.00% | – | |
CI | Buy | CIGNA CORP NEW COMstock | $3,000 | +50.0% | 303 | +1.7% | 0.00% | – |
CF | CF INDS HLDGS INC COMstock | $1,000 | – | 13 | 0.0% | 0.00% | – | |
CFVI | CF ACQUISITION CORP VI COM CL Astock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
TLRY | Sell | TILRAY BRANDS INC COM CL 2stock | $0 | – | 27 | -62.5% | 0.00% | – |
TOAST INC CL Astock | $0 | -100.0% | 35 | 0.0% | 0.00% | – | ||
AI | C3 AI INC CL Astock | $0 | -100.0% | 35 | 0.0% | 0.00% | – | |
TTC | TORO CO COMstock | $5,000 | -16.7% | 65 | 0.0% | 0.00% | – | |
TD | Sell | TORONTO DOMINION BANKstock | $3,000 | -40.0% | 49 | -30.0% | 0.00% | – |
NTG | TORTOISE MIDSTRM ENERGY FD INC COMcef | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
TTP | TORTOISE PIPELINE & ENERGY FD COMcef | $3,000 | +50.0% | 111 | 0.0% | 0.00% | – | |
TTE | TOTALENERGIES SE SPONSORED ADSadr | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
PDT | Exit | HANCOCK JOHN PREM DIVID FD COM SH BEN INTcef | $0 | – | 0 | +100.0% | 0.00% | – |
TDG | TRANSDIGM GROUP INC COMstock | $3,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
Sell | LUCID GROUP INC COMstock | $3,000 | -70.0% | 150 | -45.1% | 0.00% | -100.0% | |
ARNA | Exit | ARENA PHARMACEUTICALS INCstock | $0 | – | -12 | -100.0% | 0.00% | – |
RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INTcef | $3,000 | 0.0% | 152 | 0.0% | 0.00% | – | |
LEV | THE LION ELECTRIC COMPANY COMMON STOCKstock | $0 | – | 13 | 0.0% | 0.00% | – | |
RUN | Exit | SUNRUN INC COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
PRAA | Exit | PRA GROUP INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
TSP | TUSIMPLE HLDGS INC CL Astock | $3,000 | -62.5% | 250 | 0.0% | 0.00% | -100.0% | |
ME | 23ANDME HOLDING CO CLASS A COMstock | $0 | -100.0% | 250 | 0.0% | 0.00% | – | |
TWTR | TWITTER INC COMstock | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
FE | FIRSTENERGY CORP COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
UMI | USCF MIDSTREAM ENERGY INCOME FUND ETFetf | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
BKD | BROOKDALE SR LIVING INC COMstock | $1,000 | 0.0% | 245 | 0.0% | 0.00% | – | |
UBER | UBER TECHNOLOGIES INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
ULTA | ULTA BEAUTY INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
MARA | Exit | MARATHON DIGITAL HOLDINGS INC COMstock | $0 | – | -45 | -100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
BXP | BOSTON PROPERTIES INC COMreit | $0 | – | 6 | 0.0% | 0.00% | – | |
FLGC | FLORA GROWTH CORP COMstock | $1,000 | 0.0% | 834 | 0.0% | 0.00% | – | |
IPGP | Exit | IPG PHOTONICS CORP COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
RAMP | Exit | LIVERAMP HLDGS INC COMstock | $0 | – | -116 | -100.0% | 0.00% | – |
BKNG | PRICELINE.COM INCstock | $4,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
UNIT | UNITI GROUP INC COMreit | $0 | – | 20 | 0.0% | 0.00% | – | |
LEN | LENNAR CORP CL Astock | $0 | – | 8 | 0.0% | 0.00% | – | |
INFO | Exit | IHS MARKIT LTD SHSstock | $0 | – | -4 | -100.0% | 0.00% | – |
VALE | VALE SA (ADR)adr | $2,000 | +100.0% | 111 | 0.0% | 0.00% | – | |
LMND | LEMONADE INC COMstock | $1,000 | -66.7% | 75 | 0.0% | 0.00% | – | |
EL | LAUDER ESTEE COS INC CL Astock | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $0 | – | 11 | 0.0% | 0.00% | – | |
FTS | FORTIS INC COMstock | $0 | – | 14 | 0.0% | 0.00% | – | |
EINC | VANECK ENERGY INCOME ETFetf | $0 | – | 14 | 0.0% | 0.00% | – | |
Exit | 2SEVENTY BIO INC COMMON STOCKstock | $0 | – | -100 | -100.0% | 0.00% | – | |
PHO | Exit | POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDetf | $0 | – | -3 | -100.0% | 0.00% | – |
LRCX | LAM RESEARCH CORP COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
FNV | FRANCO NEV CORP COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
BEN | FRANKLIN RESOURCES INC COMstock | $1,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
GTTN | GTT COMMUNICATIONS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
BLV | Buy | VANGUARD LONG-TERM BOND INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
GOLD | Buy | BARRICK GOLD CORP COMstock | $2,000 | +100.0% | 89 | +1.1% | 0.00% | – |
DJP | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
INSG | Exit | INSEEGO CORP COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $2,000 | 0.0% | 461 | 0.0% | 0.00% | – | |
BBD | BANCO BRADESCO S A SP ADR PFD NEWadr | $2,000 | 0.0% | 589 | 0.0% | 0.00% | – | |
TCMD | Exit | TACTILE SYS TECHNOLOGY INC COMstock | $0 | – | -53 | -100.0% | 0.00% | – |
GUT | GABELLI UTIL TR COMcef | $0 | – | 94 | 0.0% | 0.00% | – | |
New | GABELLI UTIL TR RTstock | $0 | – | 98 | +100.0% | 0.00% | – | |
New | BRC INC COM CL Astock | $0 | – | 40 | +100.0% | 0.00% | – | |
KOSS | KOSS CORP COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
AXGN | AXOGEN INC COMstock | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $0 | – | 24 | 0.0% | 0.00% | – | |
AVY | AVERY DENNISON CORP COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC COMstock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
AEVA | Exit | AEVA TECHNOLOGIES INC COMstock | $0 | – | -355 | -100.0% | 0.00% | – |
PCY | Exit | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC COMstock | $0 | – | 172 | 0.0% | 0.00% | – | |
AJG | New | GALLAGHER ARTHUR J & CO COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
AZN | ASTRAZENECA PLC- SPONS ADRadr | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
KGC | KINROSS GOLD CORP COMstock | $1,000 | 0.0% | 275 | 0.0% | 0.00% | – | |
KBAL | Buy | KIMBALL INTL INC CL Bstock | $1,000 | 0.0% | 158 | +1.3% | 0.00% | – |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $2,000 | -33.3% | 18 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION COMstock | $4,000 | -20.0% | 174 | 0.0% | 0.00% | – | |
VREX | VAREX IMAGING CORP COMstock | $1,000 | -50.0% | 80 | 0.0% | 0.00% | – | |
VLDR | VELODYNE LIDAR INC COMstock | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
KLAC | KLA-TENCOR CORPstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
UFPT | Exit | UFP TECHNOLOGIES INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
AEHR | Exit | AEHR TEST SYS COMstock | $0 | – | -22 | -100.0% | 0.00% | – |
GEVO | GEVO INC COM PARstock | $0 | – | 111 | 0.0% | 0.00% | – | |
TDOC | Exit | TELADOC HEALTH INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
ANTM | ANTHEM INC COMstock | $3,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
NLY | Buy | ANNALY CAPITAL MANAGEMENT INCreit | $2,000 | -33.3% | 422 | +2.7% | 0.00% | – |
FTFT | Exit | FUTURE FINTECH GROUP INC COMstock | $0 | – | -250 | -100.0% | 0.00% | – |
JHX | JAMES HARDIE INDS PLC SPONSORED ADRadr | $0 | -100.0% | 31 | 0.0% | 0.00% | – | |
VXF | Sell | VANGUARD EXTENDED MARKET INDEX FUNDetf | $1,000 | -98.0% | 8 | -97.1% | 0.00% | -100.0% |
APH | New | AMPHENOL CORP NEW CL Astock | $0 | – | 13 | +100.0% | 0.00% | – |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
POTX | New | GLOBAL X CANNABIS ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
VRSN | VERISIGN INCstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
JMST | New | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
VRSK | VERISK ANALYTICS INC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
VCEL | New | VERICEL CORP COMstock | $2,000 | – | 65 | +100.0% | 0.00% | – |
BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
VIAV | JDS UNIPHASE CORPstock | $0 | – | 14 | 0.0% | 0.00% | – | |
BBCA | JPMORGAN BETABUILDERS CANADA ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $1,000 | – | 11 | +100.0% | 0.00% | – |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $3,000 | 0.0% | 102 | +1.0% | 0.00% | – |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $0 | – | 50 | 0.0% | 0.00% | – | |
SMMV | New | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFetf | $4,000 | – | 130 | +100.0% | 0.00% | – |
VISLINK TECHNOLOGIES INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | ||
VMW | VMWARE INC CL A CLASS Astock | $0 | – | 3 | 0.0% | 0.00% | – | |
HEFA | Sell | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $1,000 | -97.0% | 50 | -94.7% | 0.00% | -100.0% |
IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $2,000 | – | 42 | +100.0% | 0.00% | – |
WTI | W & T OFFSHORE INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $0 | – | 6 | 0.0% | 0.00% | – | |
SIZE | ISHARES MSCI USA SIZE FACTOR ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
COMT | Sell | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $5,000 | -37.5% | 127 | -52.3% | 0.00% | -100.0% |
WAB | Buy | WABTEC COMstock | $0 | – | 5 | +25.0% | 0.00% | – |
NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
ARKX | Exit | ARK SPACE EXPLORATION & INNOVATION ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
GDOT | GREEN DOT CORP COM CL Astock | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $4,000 | 0.0% | 40 | +2.6% | 0.00% | – |
ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
GNLN | GREENLANE HLDGS INC CL Astock | $0 | – | 301 | 0.0% | 0.00% | – | |
IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
UMC | Exit | UNITED MICROELECTRONICS CORP SPON ADR NEWadr | $0 | – | -50 | -100.0% | 0.00% | – |
WBK | WESTPAC BANKING CORP SPONSORED ADRadr | $0 | -100.0% | 186 | 0.0% | 0.00% | – | |
ALB | Buy | ALBEMARLE CORP COMstock | $2,000 | – | 11 | +1000.0% | 0.00% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
ALK | Sell | ALASKA AIR GROUP INC COMstock | $0 | -100.0% | 11 | -96.2% | 0.00% | -100.0% |
APD | AIR PRODS & CHEMS INC COMstock | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $5,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
HSBC | HSBC HOLDINGS PLC SPONS ADRadr | $4,000 | 0.0% | 133 | 0.0% | 0.00% | – | |
TLH | Sell | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $0 | -100.0% | 5 | -88.6% | 0.00% | – |
DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INCstock | $5,000 | 0.0% | 145 | 0.0% | 0.00% | – | |
CVI | Exit | CVR ENERGY INC COMstock | $0 | – | -330 | -100.0% | 0.00% | – |
WWW | New | WOLVERINE WORLD WIDE INC COMstock | $4,000 | – | 200 | +100.0% | 0.00% | – |
MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
AAP | ADVANCE AUTO PARTS INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
ADX | ADAMS DIVERSIFIED EQUITY FD COMcef | $2,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
WOR | WORTHINGTON INDS INC COMstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
WW | WW INTL INC COMstock | $2,000 | -33.3% | 200 | 0.0% | 0.00% | – | |
WYNN | WYNN RESORTS LTDstock | $0 | – | 2 | 0.0% | 0.00% | – | |
ARAY | ACCURAY INC COMstock | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | – | |
RL | Exit | RALPH LAUREN CORP CL Astock | $0 | – | -3 | -100.0% | 0.00% | – |
YETI | YETI HLDGS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
ABMD | ABIOMED INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
YMTX | YUMANITY THERAPEUTICS INC COMstock | $0 | – | 325 | 0.0% | 0.00% | – | |
New | ZIMVIE INC COMstock | $0 | – | 19 | +100.0% | 0.00% | – | |
USIG | New | ISHARES CREDIT BOND ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
MBB | Sell | ISHARES MBS BOND ETFetf | $1,000 | -87.5% | 10 | -87.3% | 0.00% | -100.0% |
HSY | HERSHEY CO COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
KRNT | Exit | KORNIT DIGITAL LTD SHSstock | $0 | – | -1 | -100.0% | 0.00% | – |
ZNGA | Sell | ZYNGA INC CL Astock | $0 | -100.0% | 23 | -100.0% | 0.00% | -100.0% |
ALLE | ALLEGION PLC ORD SHSstock | $3,000 | -25.0% | 34 | 0.0% | 0.00% | – | |
ROBO | Exit | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $0 | – | -37 | -100.0% | 0.00% | – |
IXN | ISHARES GLOBAL TECH ETFetf | $3,000 | -25.0% | 66 | 0.0% | 0.00% | – | |
ICLN | Buy | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
ISHG | ISHARES S&P/CITIGROUP 1-3 YEAR INTERNATIONAL TREASURY BOND FUNDetf | $0 | – | 6 | 0.0% | 0.00% | – | |
HRL | HORMEL FOODS CORP COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
ETN | Sell | EATON CORP PLC SHSstock | $3,000 | -81.2% | 25 | -73.1% | 0.00% | -100.0% |
HTZZW | HERTZ GLOBAL HLDGS INC WT EXP 063051stock | $3,000 | -25.0% | 258 | 0.0% | 0.00% | – | |
HES | HESS CORP COMstock | $1,000 | – | 12 | 0.0% | 0.00% | – | |
IVZ | INVESCO LTD SHSstock | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
IWV | ISHARES RUSSELL 3000 ETFetf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
LAZ | LAZARD LTD SHS Astock | $0 | -100.0% | 27 | 0.0% | 0.00% | – | |
PRNT | THE 3D PRINTING ETFetf | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
HBAN | HUNTINGTON BANCSHARES INC COMstock | $5,000 | 0.0% | 367 | 0.0% | 0.00% | – | |
APTV | Sell | APTIV PLC SHSstock | $0 | -100.0% | 7 | -87.7% | 0.00% | -100.0% |
NLSN | NIELSEN HLDGS PLC SHS EURstock | $0 | – | 29 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
IR | INGERSOLL RAND INC COMstock | $4,000 | -20.0% | 90 | 0.0% | 0.00% | – | |
PSFE | PAYSAFE LIMITED ORDstock | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
ROCKLEY PHOTONICS HLDGS LTD ORDINARY SHARESstock | $0 | – | 7 | 0.0% | 0.00% | – | ||
PBW | POWERSHARES WILDERHILL CLEAN ENERGYetf | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – | |
STX | SEAGATE TECHNOLOGYstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
INGN | INOGEN INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
AMC | AMC ENTMT HLDGS INC CL A COMstock | $1,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
HMC | HONDA MOTOR LTD AMERN SHSadr | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
VALWS | VALARIS LIMITED WT EXP 042928stock | $0 | – | 1 | 0.0% | 0.00% | – | |
IWO | ISHARES RUSSELL 2000 GROWTH INDEXetf | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
AMLP | Buy | ALERIAN MLP ETFetf | $1,000 | 0.0% | 42 | +2.4% | 0.00% | – |
INPIXON COMstock | $0 | – | 100 | 0.0% | 0.00% | – | ||
A K A BRANDS HLDG CORP COMstock | $2,000 | -50.0% | 500 | 0.0% | 0.00% | – | ||
EEMV | New | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $0 | – | 6 | +100.0% | 0.00% | – |
FVRR | FIVERR INTL LTD ORD SHSstock | $3,000 | -40.0% | 50 | 0.0% | 0.00% | – | |
AES | AES CORPstock | $0 | – | 22 | 0.0% | 0.00% | – | |
AGNC | Buy | AGNC INVT CORP COMreit | $0 | – | 65 | +1.6% | 0.00% | – |
CNHI | CNH INDL N V SHSstock | $4,000 | -20.0% | 287 | 0.0% | 0.00% | – | |
INTU | INTUIT INCstock | $3,000 | -40.0% | 8 | 0.0% | 0.00% | – | |
IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $2,000 | -90.0% | 29 | -88.5% | 0.00% | -100.0% |
RCL | New | ROYAL CARIBBEAN GROUP COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
FNDE | Exit | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETFetf | $0 | – | -27 | -100.0% | 0.00% | – |
AWF | Exit | ALLIANCEBERNSTEIN GLOBAL HIGH INCOMEcef | $0 | – | 0 | +100.0% | 0.00% | – |
MGNI | Exit | MAGNITE INC COMstock | $0 | – | -232 | -100.0% | 0.00% | – |
CMBS | Exit | ISHARES CMBS ETFetf | $0 | – | -6 | -100.0% | 0.00% | – |
OXYWS | Exit | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | -62 | -100.0% | 0.00% | – |
PIPR | PIPER SANDLER COMPANIES COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
POOL | POOL CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
PGEN | PRECIGEN INC COMstock | $0 | – | 250 | 0.0% | 0.00% | – | |
PDS | PRECISION DRILLING CORP COM NEWstock | $0 | – | 5 | 0.0% | 0.00% | – | |
EFL | Buy | EATON VANCE FLOATING RATE 2022 COMcef | $4,000 | 0.0% | 503 | +0.6% | 0.00% | – |
RDSB | Exit | SHELL PLC SPON ADR Badr | $0 | – | -75 | -100.0% | 0.00% | – |
PCN | PIMCO CORPORATE & INCM STRG FD COMcef | $2,000 | -33.3% | 180 | 0.0% | 0.00% | – | |
EW | EDWARDS LIFESCIENCES CORP COMstock | $5,000 | -16.7% | 49 | 0.0% | 0.00% | – | |
EA | ELECTRONIC ARTS INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
EIM | Buy | EATON VANCE MUN BD FD COMcef | $1,000 | 0.0% | 115 | +1.8% | 0.00% | – |
KODK | EASTMAN KODAK CO COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
PBRA | Sell | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTGadr | $1,000 | 0.0% | 112 | -42.9% | 0.00% | – |
PGX | Exit | POWERSHARES GLOBAL PREFERRED ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
WATT | ENERGOUS CORP COMstock | $0 | – | 297 | 0.0% | 0.00% | – | |
PTON | Sell | PELOTON INTERACTIVE INC CL A COMstock | $1,000 | -80.0% | 40 | -76.0% | 0.00% | – |
TBF | PROSHARES SHORT 20 YEAR TREASURYetf | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
JETS | U.S. GLOBAL JETS ETFetf | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
PRLB | PROTO LABS INC COMstock | $4,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
ERIC | Sell | ERICSSON ADR B SEK 10adr | $1,000 | -75.0% | 201 | -52.8% | 0.00% | – |
ESS | ESSEX PPTY TR INC COMreit | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $0 | – | 8 | 0.0% | 0.00% | – | |
AVA | Exit | AVISTA CORP COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
ETSY | ETSY INC COMstock | $3,000 | -40.0% | 27 | 0.0% | 0.00% | – | |
XM | Sell | QUALTRICS INTL INC COM CL Astock | $1,000 | -50.0% | 60 | -27.7% | 0.00% | – |
PPL | PPL CORP COMstock | $0 | – | 24 | 0.0% | 0.00% | – | |
DGX | QUEST DIAGNOSTICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
EBND | Exit | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
DRE | DUKE REALTY CORP COM NEWreit | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
ES | EVERSOURCE ENERGY COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
DRAGANFLY INC. COM NEWstock | $0 | – | 200 | 0.0% | 0.00% | – | ||
New | ORION OFFICE REIT INC COMreit | $1,000 | – | 88 | +100.0% | 0.00% | – | |
EVOLV TECHNOLOGIES HLDNGS INC COM CL Astock | $2,000 | -50.0% | 1,113 | 0.0% | 0.00% | – | ||
EXPE | EXPEDIA INC DEL COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
RELX | Buy | RELX PLC SPONSORED ADRadr | $1,000 | – | 61 | +916.7% | 0.00% | – |
RNST | RENASANT CORP COMstock | $1,000 | -50.0% | 57 | 0.0% | 0.00% | – | |
SJW | Exit | SJW GROUP COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
FTNT | Exit | FORTINET INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
RPAY | REPAY HLDGS CORP COM CL Astock | $2,000 | -33.3% | 175 | 0.0% | 0.00% | – | |
WTER | Exit | ALKALINE WTR CO INC COM NEWstock | $0 | – | -6,380 | -100.0% | -0.00% | – |
GLO | Exit | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $0 | – | -1,600 | -100.0% | -0.00% | – |
IYF | Exit | ISHARES U.S. FINANCIALS ETFetf | $0 | – | -196 | -100.0% | -0.00% | – |
NTNX | Exit | NUTANIX INC CL Astock | $0 | – | -573 | -100.0% | -0.00% | – |
AG | Exit | FIRST MAJESTIC SILVER CORP COMstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
OPCH | Exit | OPTION CARE HEALTH INC COM NEWstock | $0 | – | -278 | -100.0% | -0.00% | – |
LNTH | Exit | LANTHEUS HLDGS INC COMstock | $0 | – | -355 | -100.0% | -0.00% | – |
THC | Exit | TENET HEALTHCARE CORP COM NEWstock | $0 | – | -106 | -100.0% | -0.00% | – |
VTWV | Exit | VANGUARD RUSSELL 2000 VALUE ETFetf | $0 | – | -101 | -100.0% | -0.00% | – |
RYLD | Exit | GLOBAL X RUSSELL 2000 COVERED CALL ETFetf | $0 | – | -800 | -100.0% | -0.00% | – |
DBEM | Exit | X-TRACKERS MSCI EMERGING MARKETS HEDGED EQUITY ETFetf | $0 | – | -813 | -100.0% | -0.00% | – |
BBL | Exit | BHP GROUP PLC SPONSORED ADRadr | $0 | – | -500 | -100.0% | -0.00% | – |
ISCG | Exit | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFetf | $0 | – | -402 | -100.0% | -0.00% | – |
FNDX | Exit | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $0 | – | -502 | -100.0% | -0.00% | – |
XLNX | Exit | XILINX INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLC-ADRadr | $0 | – | -681 | -100.0% | -0.00% | – |
DKNG | Exit | DRAFTKINGS INC COM CL Astock | $0 | – | -1,090 | -100.0% | -0.00% | – |
XXII | Exit | 22ND CENTY GROUP INCCOMstock | $0 | – | -7,404 | -100.0% | -0.00% | – |
ALTY | Exit | GLOBAL X ALTERNATIVE INCOME ETFetf | $0 | – | -1,500 | -100.0% | -0.00% | – |
PAYC | Exit | PAYCOM SOFTWARE INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
IYM | Exit | ISHARES U.S. BASIC MATERIALS ETFetf | $0 | – | -296 | -100.0% | -0.00% | – |
REGL | Exit | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -421 | -100.0% | -0.00% | – |
NET | Exit | CLOUDFLARE INC CL A COMstock | $0 | – | -330 | -100.0% | -0.00% | – |
REET | Exit | ISHARES GLOBAL REIT ETFetf | $0 | – | -1,676 | -100.0% | -0.00% | – |
CWI | Exit | SPDR MSCI ACWI EX-US ETFetf | $0 | – | -1,785 | -100.0% | -0.00% | – |
HYT | Exit | BLACKROCK CORPORATE HIGH YIELD FD VI INCcef | $0 | – | -3,578 | -100.0% | -0.00% | – |
VCR | Exit | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $0 | – | -172 | -100.0% | -0.01% | – |
DEED | Exit | FIRST TRUST TCW SECURITIZED PLUS ETFetf | $0 | – | -2,362 | -100.0% | -0.01% | – |
QDEF | Exit | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDetf | $0 | – | -1,052 | -100.0% | -0.01% | – |
RPG | Exit | INVESCO S&P 500 PURE GROWTH ETFetf | $0 | – | -422 | -100.0% | -0.01% | – |
DIAL | Exit | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFetf | $0 | – | -10,164 | -100.0% | -0.02% | – |
HAE | Exit | HAEMONETICS CORP MASS COMstock | $0 | – | -5,734 | -100.0% | -0.02% | – |
RS | Exit | RELIANCE STEEL & ALUMINUM CO COMstock | $0 | – | -2,550 | -100.0% | -0.03% | – |
AXTA | Exit | AXALTA COATING SYS LTD COMstock | $0 | – | -12,743 | -100.0% | -0.04% | – |
LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -11,337 | -100.0% | -0.04% | – |
MRTX | Exit | MIRATI THERAPEUTICS INC COMstock | $0 | – | -3,743 | -100.0% | -0.04% | – |
MTN | Exit | VAIL RESORTS INC COMstock | $0 | – | -2,077 | -100.0% | -0.06% | – |
CFX | Exit | COLFAX CORP COMstock | $0 | – | -15,100 | -100.0% | -0.06% | – |
TREX | Exit | TREX CO INC COMstock | $0 | – | -6,759 | -100.0% | -0.08% | – |
MGP | Exit | MGM GROWTH PPTYS LLC CL A COMreit | $0 | – | -37,554 | -100.0% | -0.13% | – |
GLDM | Exit | SPDR GOLD MINISHARES TRUSTetf | $0 | – | -134,224 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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 | 2024-01-30 |
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 |
13F-HR | 2021-11-02 |
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.