$1.23 Million is the total value of Arete Wealth Advisors, LLC's 656 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 28.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $79,367 | -100.0% | 548,796 | -13.2% | 6.46% | -17.4% |
ABBV | Buy | ABBVIE INC | $58,496 | -100.0% | 367,042 | +4.1% | 4.76% | -4.5% |
VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $39,368 | -100.0% | 255,619 | +8.9% | 3.20% | +2.7% |
AAPL | Sell | APPLE INC | $34,812 | -100.0% | 211,110 | -1.5% | 2.83% | +16.2% |
ABT | Buy | ABBOTT LABS | $25,915 | -100.0% | 255,922 | +1.3% | 2.11% | -13.1% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $24,568 | -100.0% | 60,011 | +1.2% | 2.00% | +0.8% |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $23,953 | -100.0% | 241,660 | -8.5% | 1.95% | -11.9% |
VOO | Sell | VANGUARD INDEX FDS | $22,952 | -100.0% | 61,031 | -4.1% | 1.87% | -4.5% |
FSK | Buy | FS KKR CAPITAL CORP | $18,295 | -100.0% | 988,932 | +4.4% | 1.49% | +2.7% |
RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $18,174 | -100.0% | 200,421 | -7.7% | 1.48% | -11.9% |
JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $18,106 | -100.0% | 331,620 | +102.5% | 1.47% | +88.8% |
DIS | Buy | DISNEY WALT CO | $15,482 | -100.0% | 154,614 | +1.4% | 1.26% | +8.7% |
MSFT | Buy | MICROSOFT CORP | $15,080 | -100.0% | 52,308 | +3.6% | 1.23% | +15.9% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $13,827 | -100.0% | 67,747 | -7.0% | 1.12% | -7.7% |
AGG | Buy | ISHAREScore totusbd etf | $13,827 | -100.0% | 138,768 | +5.3% | 1.12% | +0.6% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $13,343 | -100.0% | 2,361,543 | +0.5% | 1.09% | -24.1% |
AMZN | Buy | AMAZON COM INC | $12,551 | -100.0% | 121,511 | +7.2% | 1.02% | +22.6% |
PUK | Buy | PRUDENTIAL PLCadr | $12,254 | -100.0% | 248,560 | +28.9% | 1.00% | +20.4% |
EFV | Buy | ISHARESeafe value etf | $11,732 | -100.0% | 241,738 | +2.3% | 0.96% | +0.7% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,703 | -100.0% | 46,916 | +5.6% | 0.95% | +15.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $11,632 | -100.0% | 36,246 | +41.4% | 0.95% | +58.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,539 | -100.0% | 34,131 | -4.1% | 0.86% | -44.1% |
MCD | Sell | MCDONALDS CORP | $9,459 | -100.0% | 33,831 | -0.4% | 0.77% | -1.7% |
IVV | Sell | ISHARES TRcore s&p500 etf | $9,432 | -100.0% | 22,944 | -5.2% | 0.77% | -5.7% |
SPTM | Sell | SPDR SERIES TRUSTportfolio tl stk | $8,845 | -100.0% | 175,394 | -26.5% | 0.72% | -27.1% |
BIL | New | SPDR SER TRspdr bloomberg | $7,731 | – | 84,200 | +100.0% | 0.63% | – |
XOM | Buy | EXXON MOBIL CORP | $7,474 | -100.0% | 68,154 | +1.6% | 0.61% | -6.0% |
VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $7,384 | -100.0% | 69,986 | -14.5% | 0.60% | -22.5% |
VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $7,317 | -100.0% | 161,985 | +15.3% | 0.60% | +15.3% |
SPSM | Buy | SPDR SER TRportfolio sm etf | $7,246 | -100.0% | 191,842 | +10.0% | 0.59% | +4.6% |
NVDA | Buy | NVIDIA CORP | $7,239 | -100.0% | 26,062 | +8.4% | 0.59% | +91.9% |
DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $7,220 | -100.0% | 21,705 | -1.4% | 0.59% | -7.8% |
FTHY | Buy | FIRST TR HIGH YIELD OPPRT 20 | $7,194 | -100.0% | 515,328 | +25.4% | 0.58% | +20.6% |
TCBK | New | TRICO BANCSHARES | $7,030 | – | 169,033 | +100.0% | 0.57% | – |
TCHP | New | T ROWE PRICE ETF INCprice blue chip | $6,938 | – | 289,314 | +100.0% | 0.56% | – |
IJH | Buy | ISHAREScore s&p mcp etf | $6,691 | -100.0% | 26,747 | +16.0% | 0.54% | +11.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $6,663 | -100.0% | 64,234 | +6.5% | 0.54% | +16.6% |
GLD | Buy | SPDR GOLD TRUST | $6,575 | -100.0% | 35,886 | +2.3% | 0.54% | +2.7% |
HD | Buy | HOME DEPOT INC | $6,568 | -100.0% | 22,256 | +6.6% | 0.53% | -7.5% |
EVV | Buy | EATON VANCE LTD DUR INCOME F | $6,431 | -100.0% | 652,892 | +0.6% | 0.52% | -1.9% |
SH | New | PROSHARES TRshort s&p 500 ne | $6,194 | – | 412,964 | +100.0% | 0.50% | – |
JMIA | Sell | JUMIA TECHNOLOGIES AGsponsored ads | $6,121 | -100.0% | 120,517 | -14.4% | 0.50% | -20.1% |
IJR | Buy | ISHAREScore s&p scp etf | $5,850 | -100.0% | 60,499 | +15.8% | 0.48% | +9.9% |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $5,851 | – | 182,155 | +100.0% | 0.48% | – |
NFJ | Buy | VIRTUS DIVIDEND INTEREST & P | $5,808 | -100.0% | 493,902 | +15.5% | 0.47% | +12.1% |
V | Buy | VISA INC | $5,786 | -100.0% | 25,665 | +5.7% | 0.47% | +6.8% |
SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $5,689 | – | 118,156 | +100.0% | 0.46% | – |
ARI | Buy | APOLLO COML REAL EST FIN INC | $5,538 | -100.0% | 594,804 | +8.3% | 0.45% | -12.8% |
JNJ | Buy | JOHNSON & JOHNSON | $5,331 | -100.0% | 34,393 | +4.5% | 0.43% | -14.7% |
AINV | Buy | APOLLO INVT CORP | $5,184 | -100.0% | 454,710 | +3.5% | 0.42% | -3.7% |
ACN | Sell | ACCENTURE PLC IRELAND | $5,131 | -100.0% | 17,951 | -2.2% | 0.42% | -2.6% |
SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $5,112 | -100.0% | 198,217 | +49.8% | 0.42% | +43.0% |
ACRE | New | ARES COML REAL ESTATE CORP | $5,073 | – | 558,035 | +100.0% | 0.41% | – |
SHV | Buy | ISHARES TRshrt trs bd etf | $5,039 | -100.0% | 45,604 | +22.6% | 0.41% | +14.5% |
JPM | Buy | JPMORGAN CHASE & CO | $4,978 | -100.0% | 38,202 | +1.0% | 0.40% | -8.8% |
CVX | Buy | CHEVRON CORP NEW | $4,927 | -100.0% | 30,195 | +10.0% | 0.40% | -7.0% |
SPIB | Buy | SPDR SERIES TRUSTblombrg brc intr | $4,644 | -100.0% | 142,942 | +9.1% | 0.38% | +3.6% |
MRK | Sell | MERCK & CO INC | $4,603 | -100.0% | 43,263 | -1.5% | 0.38% | -12.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,587 | -100.0% | 113,528 | +24.5% | 0.37% | +19.9% |
WMT | Buy | WAL-MART STORES INC | $4,541 | -100.0% | 30,800 | +6.6% | 0.37% | +3.4% |
TSLA | Buy | TESLA MTRS INC | $4,530 | -100.0% | 21,837 | +14.8% | 0.37% | +80.0% |
FLTR | Buy | VANECK VECTORS ETF TRinvt grade fltg | $4,319 | -100.0% | 172,957 | +11.3% | 0.35% | +3.8% |
BCSF | Buy | BAIN CAP SPECIALTY FIN INC | $4,296 | -100.0% | 360,373 | +1.9% | 0.35% | -4.9% |
SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $4,235 | -100.0% | 103,995 | +10.6% | 0.34% | +7.8% |
PG | Sell | PROCTOR & GAMBLE CO | $4,209 | -100.0% | 28,305 | -1.2% | 0.34% | -9.7% |
TYG | Sell | TORTOISE ENERGY INFRA CORP | $4,073 | -100.0% | 138,541 | -7.0% | 0.33% | -20.0% |
GOOG | Buy | ALPHABET INCcap stk cl c | $4,037 | -100.0% | 38,820 | +2.5% | 0.33% | +11.9% |
COST | Buy | COSTCO WHSL CORP NEW | $4,046 | -100.0% | 8,144 | +2.9% | 0.33% | +4.1% |
NEA | New | NUVEEN AMT FREE QLTY MUN INC | $4,016 | – | 361,113 | +100.0% | 0.33% | – |
IWF | Sell | ISHARES TRrus 1000 grw etf | $3,778 | -100.0% | 15,461 | -0.9% | 0.31% | +5.1% |
IUSB | Buy | ISHARES TRcore total usd | $3,679 | -100.0% | 79,710 | +42.9% | 0.30% | +36.5% |
IEFA | Sell | ISHARES TRcore msci eafe | $3,657 | -100.0% | 54,708 | -1.4% | 0.30% | -0.3% |
MQY | New | BLACKROCK MUNIYILD QULT FD I | $3,663 | – | 309,380 | +100.0% | 0.30% | – |
DGRO | Sell | ISHARES TRcore div grwth | $3,634 | -100.0% | 72,691 | -2.0% | 0.30% | -8.9% |
PFE | Buy | PFIZER INC | $3,596 | -100.0% | 88,136 | +4.0% | 0.29% | -22.9% |
SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $3,528 | -100.0% | 63,735 | +1.8% | 0.29% | +3.2% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,440 | -100.0% | 24,908 | -6.9% | 0.28% | -14.9% |
IWM | Buy | ISHARES TRrussell 2000 etf | $3,404 | -100.0% | 19,083 | +13.2% | 0.28% | +7.8% |
BGY | Buy | BLACKROCK INTL GRWTH & INC T | $3,261 | -100.0% | 603,828 | +5.8% | 0.26% | +5.6% |
New | WISDOMTREE TRfloatng rat trea | $3,212 | – | 63,901 | +100.0% | 0.26% | – | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,153 | -100.0% | 41,357 | +4.3% | 0.26% | -1.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,135 | -100.0% | 16,160 | +12.4% | 0.26% | +16.4% |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $3,126 | -100.0% | 182,246 | -7.7% | 0.25% | -7.6% |
IWD | Sell | ISHARES TRrus 1000 val etf | $3,088 | -100.0% | 20,282 | -6.5% | 0.25% | -12.8% |
AVK | Buy | ADVENT CLAYMORE CV SECS & IN | $3,074 | -100.0% | 265,907 | +27.7% | 0.25% | +25.6% |
EIM | New | EATON VANCE MUN BD FD | $3,058 | – | 294,000 | +100.0% | 0.25% | – |
GPMT | New | GRANITE PT MTG TR INC | $3,021 | – | 609,108 | +100.0% | 0.25% | – |
BAC | Buy | BANK OF AMERICA CORPORATION | $3,006 | -100.0% | 105,107 | +16.2% | 0.24% | -6.5% |
EFG | Sell | ISHARES TReafe grwth etf | $2,901 | -100.0% | 30,971 | -5.6% | 0.24% | -1.7% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,857 | -100.0% | 21,793 | -0.5% | 0.23% | -14.1% |
IEMG | Buy | ISHARES INCcore msci emkt | $2,803 | -100.0% | 57,442 | +27.2% | 0.23% | +23.9% |
PEP | Buy | PEPSICO INC | $2,770 | -100.0% | 15,196 | +3.7% | 0.22% | -3.0% |
KO | Buy | COCA COLA CO | $2,741 | -100.0% | 44,195 | +4.6% | 0.22% | -5.1% |
BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,669 | -100.0% | 36,151 | -19.8% | 0.22% | -23.3% |
ESGU | Sell | ISHARES TResg msci usa etf | $2,626 | -100.0% | 29,028 | -42.5% | 0.21% | -42.8% |
TOL | Buy | TOLL BROTHERS INC | $2,627 | -100.0% | 1,147,291 | +72.3% | 0.21% | +35.4% |
NRZ | Buy | NEW RESIDENTIAL INVT CORP | $2,625 | -100.0% | 328,157 | +8.4% | 0.21% | -0.9% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,623 | -100.0% | 12,438 | +4.8% | 0.21% | +0.5% |
LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $2,623 | -100.0% | 54,804 | +54.4% | 0.21% | +44.9% |
IAU | Buy | ISHARES GOLD TRishares new | $2,594 | -100.0% | 69,421 | +47.9% | 0.21% | +48.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $2,527 | -100.0% | 5,346 | +3.5% | 0.21% | -14.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $2,460 | -100.0% | 34,394 | -33.8% | 0.20% | -32.9% |
KMI | Sell | KINDER MORGAN INC DEL | $2,428 | -100.0% | 138,655 | -0.3% | 0.20% | -10.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,347 | -100.0% | 60,361 | +0.5% | 0.19% | -7.7% |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $2,328 | – | 5 | +100.0% | 0.19% | – |
IGIB | Buy | ISHARESinterm cr bd etf | $2,290 | -100.0% | 44,647 | +8.0% | 0.19% | +3.9% |
FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,265 | -100.0% | 50,068 | +10.0% | 0.18% | +3.4% |
SPSB | Buy | SPDR SERIES TRUSTportfolio short | $2,244 | -100.0% | 75,746 | +52.0% | 0.18% | +43.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,146 | -100.0% | 25,913 | +9.0% | 0.18% | -3.8% |
FB | Buy | META PLATFORMS INCcl a | $2,128 | -100.0% | 10,042 | +7.2% | 0.17% | +74.7% |
FLDR | Buy | FIDELITYlow durtin etf | $2,123 | -100.0% | 42,769 | +0.2% | 0.17% | -6.5% |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,111 | -100.0% | 89,881 | -4.2% | 0.17% | -14.4% |
IXJ | Sell | ISHARESglob hlthcre etf | $2,098 | -100.0% | 25,170 | -2.5% | 0.17% | -10.9% |
GNL | Sell | GLOBAL NET LEASE INC | $2,102 | -100.0% | 163,431 | -32.7% | 0.17% | -47.5% |
IXN | Buy | ISHARESglobal tech etf | $2,087 | -100.0% | 38,390 | +33.7% | 0.17% | +50.4% |
VNQ | Sell | VANGUARD INDEX FDSreit etf | $2,081 | -100.0% | 25,063 | -18.9% | 0.17% | -27.5% |
CASY | Buy | CASEYS GEN STORES INC | $2,078 | -100.0% | 9,601 | +0.1% | 0.17% | -10.1% |
BA | Buy | BOEING CO | $2,075 | -100.0% | 9,767 | +24.9% | 0.17% | +30.0% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,034 | -100.0% | 29,353 | +6.5% | 0.17% | -4.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $2,024 | -100.0% | 5,570 | +5.0% | 0.16% | +2.5% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,992 | -100.0% | 14,886 | +0.6% | 0.16% | -8.0% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,990 | -100.0% | 14,197 | +5.4% | 0.16% | +3.2% |
BXMT | Buy | BLACKSTONE MTG TR INC | $1,992 | -100.0% | 111,604 | +192.5% | 0.16% | +128.2% |
GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $1,940 | -100.0% | 49,125 | +1.9% | 0.16% | +5.3% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,944 | -100.0% | 8,733 | -0.0% | 0.16% | -13.2% |
Buy | WARNER BROS DISCOVERY INC | $1,931 | -100.0% | 127,869 | +28.5% | 0.16% | +89.2% | |
SBUX | Sell | STARBUCKS CORP | $1,926 | -100.0% | 18,493 | -0.3% | 0.16% | -2.5% |
PFF | Buy | ISHARESu.s. pfd stk etf | $1,878 | -100.0% | 60,138 | +3.5% | 0.15% | -1.3% |
CSCO | Sell | CISCO SYS INC | $1,872 | -100.0% | 35,806 | -21.1% | 0.15% | -19.6% |
IXG | Buy | ISHARESglobal finls etf | $1,855 | -100.0% | 26,875 | +25.9% | 0.15% | +15.3% |
AMGN | Sell | AMGEN INC | $1,857 | -100.0% | 7,681 | -11.8% | 0.15% | -24.5% |
CVS | Buy | CVS HEALTH CORP | $1,797 | -100.0% | 24,176 | +22.0% | 0.15% | -9.9% |
SPTI | Buy | SPDR SERIES TRUSTblmbrg brc intrm | $1,793 | -100.0% | 61,954 | +37.6% | 0.15% | +31.5% |
REET | Buy | ISHARES TRglobal reit etf | $1,792 | -100.0% | 78,163 | +36.6% | 0.15% | +28.1% |
SPMD | Sell | SPDR SERIES TRUSTportfolio md etf | $1,784 | -100.0% | 40,597 | -5.9% | 0.14% | -9.4% |
IT | GARTNER INC | $1,756 | -100.0% | 5,389 | 0.0% | 0.14% | -9.5% | |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,728 | -100.0% | 17,642 | +12.7% | 0.14% | +2.2% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,718 | -100.0% | 3,633 | +0.1% | 0.14% | -9.7% |
PHM | Buy | PULTE GROUP INC | $1,692 | -100.0% | 29,026 | +26.9% | 0.14% | +51.6% |
GOVT | Sell | ISHARES TRus treas bd etf | $1,659 | -100.0% | 70,977 | -7.7% | 0.14% | -11.8% |
T | Sell | AT&T INC | $1,641 | -100.0% | 85,254 | -0.6% | 0.13% | -2.9% |
BLW | New | BLACKROCK LTD DURATION INCOM | $1,631 | – | 124,385 | +100.0% | 0.13% | – |
MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $1,640 | -100.0% | 39,412 | +4.1% | 0.13% | -2.9% |
WPC | Buy | W P CAREY INC | $1,626 | -100.0% | 20,999 | +2.1% | 0.13% | -6.4% |
F | Buy | FORD MTR CO DEL | $1,583 | -100.0% | 125,665 | +1.5% | 0.13% | +2.4% |
SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $1,581 | -100.0% | 53,862 | +26.4% | 0.13% | -35.8% |
FBND | Buy | FIDELITYtotal bd etf | $1,543 | -100.0% | 33,542 | +9.2% | 0.13% | +4.1% |
MCO | Sell | MOODYS CORP | $1,532 | -100.0% | 5,007 | -1.1% | 0.12% | +1.6% |
MOAT | Buy | TORTOISE ENERGY INDEPENDENC | $1,537 | -100.0% | 20,819 | +33.5% | 0.12% | +40.4% |
LLY | Buy | LILLY ELI & CO | $1,518 | -100.0% | 4,421 | +16.6% | 0.12% | +2.5% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $1,515 | -100.0% | 24,091 | +1.5% | 0.12% | +7.9% |
MBB | Sell | ISHARESmbs etf | $1,504 | -100.0% | 15,877 | -35.4% | 0.12% | -38.7% |
COP | Buy | CONOCOPHILLIPS | $1,499 | -100.0% | 15,113 | +14.7% | 0.12% | -10.3% |
BX | Sell | BLACKSTONE GROUP INC | $1,492 | -100.0% | 16,990 | -2.7% | 0.12% | +7.1% |
NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $1,479 | -100.0% | 128,233 | +0.0% | 0.12% | -9.1% |
MU | Buy | MICRON TECHNOLOGY INC | $1,480 | -100.0% | 24,526 | +8.4% | 0.12% | +21.2% |
VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,478 | – | 16,052 | +100.0% | 0.12% | – |
Sell | GITLAB INC | $1,441 | -100.0% | 30,531 | -4.8% | 0.12% | -10.0% | |
AXP | Sell | AMERICAN EXPRESS CO | $1,440 | -100.0% | 8,728 | -5.5% | 0.12% | -1.7% |
SLV | Sell | ISHARES SILVER TRUSTishares | $1,423 | -100.0% | 64,340 | -7.7% | 0.12% | -13.4% |
NKE | Buy | NIKE INCcl b | $1,423 | -100.0% | 11,606 | +0.1% | 0.12% | -2.5% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,429 | -100.0% | 9,460 | -7.8% | 0.12% | +3.6% |
SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,411 | -100.0% | 33,439 | +16.0% | 0.12% | +3.6% |
DE | Sell | DEERE & CO | $1,410 | -100.0% | 3,415 | -0.8% | 0.12% | -10.9% |
USEP | Buy | INNOVATOR ETFS TRs&p 500 ultra | $1,397 | -100.0% | 50,813 | +0.8% | 0.11% | -1.7% |
GWX | New | SPDR INDEX SHS FDSs&p intl smlcp | $1,398 | – | 45,139 | +100.0% | 0.11% | – |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,401 | -100.0% | 33,613 | -16.9% | 0.11% | -21.4% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,389 | -100.0% | 10,360 | +5.4% | 0.11% | -2.6% |
NEE | Buy | NEXTERA ENERGY INC | $1,373 | -100.0% | 17,818 | +6.3% | 0.11% | -8.9% |
IMCG | Sell | ISHARES TRmrgstr md cp grw | $1,361 | -100.0% | 23,640 | -1.3% | 0.11% | -1.8% |
AVGO | Sell | BROADCOM INC | $1,352 | -100.0% | 2,108 | -0.6% | 0.11% | +5.8% |
WM | Buy | WASTE MGMT INC DEL | $1,338 | -100.0% | 8,198 | +4.0% | 0.11% | +0.9% |
SPLK | SPLUNK INC | $1,310 | -100.0% | 13,661 | 0.0% | 0.11% | +3.9% | |
TRMK | Buy | TRUSTMARK CORP | $1,310 | -100.0% | 31,477 | +5.5% | 0.11% | -18.9% |
CAT | Buy | CATERPILLAR INC DEL | $1,310 | -100.0% | 5,723 | +2.1% | 0.11% | -9.3% |
GS | Buy | GOLDMAN SACHS GROUP INC | $1,280 | -100.0% | 3,912 | +9.5% | 0.10% | -2.8% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,255 | -100.0% | 25,647 | +15.6% | 0.10% | +10.9% |
QUAL | Buy | ISHARES TRusa quality fctr | $1,258 | -100.0% | 10,140 | +473.5% | 0.10% | +466.7% |
DHR | Sell | DANAHER CORP DEL | $1,245 | -100.0% | 4,940 | -4.3% | 0.10% | -15.8% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,217 | -100.0% | 35,672 | +16.8% | 0.10% | +12.5% |
FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,221 | -100.0% | 20,513 | +228.4% | 0.10% | +209.4% |
PM | Sell | PHILIP MORRIS INTL INC | $1,218 | -100.0% | 12,520 | -1.2% | 0.10% | -11.6% |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $1,203 | -100.0% | 142,376 | +0.7% | 0.10% | +24.1% |
INTC | Sell | INTEL CORP | $1,195 | -100.0% | 36,585 | -9.1% | 0.10% | +4.3% |
TIP | Sell | ISHAREStips bd etf | $1,195 | -100.0% | 10,839 | -7.0% | 0.10% | -11.0% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $1,174 | -100.0% | 9,981 | +389.0% | 0.10% | +357.1% |
BLK | Buy | BLACKROCK INC | $1,164 | -100.0% | 1,740 | +1.6% | 0.10% | -10.4% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,155 | -100.0% | 14,395 | -7.8% | 0.09% | -11.3% |
CRM | Buy | SALESFORCE COM INC | $1,152 | -100.0% | 5,766 | +12.1% | 0.09% | +56.7% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,160 | -100.0% | 27,667 | +0.8% | 0.09% | -3.1% |
RYLD | Buy | GLOBAL X FDSrussell 2000 | $1,154 | -100.0% | 64,248 | +4.5% | 0.09% | -6.9% |
AMLP | Sell | ALPS ETF TRalerian mlp | $1,142 | -100.0% | 29,540 | -5.2% | 0.09% | -10.6% |
ORCL | Buy | ORACLE CORP | $1,106 | -100.0% | 11,908 | +32.4% | 0.09% | +40.6% |
UJAN | Buy | INNOVATOR ETFS TRs&p 500 ultra | $1,098 | -100.0% | 35,317 | +1.1% | 0.09% | -2.2% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $1,092 | -100.0% | 26,972 | +56.7% | 0.09% | +50.8% |
New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,088 | – | 36,775 | +100.0% | 0.09% | – | |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,088 | -100.0% | 22,745 | -50.1% | 0.09% | -52.2% |
SGOL | Buy | ABERDEEN STD GOLD ETF TR | $1,081 | -100.0% | 57,292 | +28.2% | 0.09% | +29.4% |
TT | Sell | TRANE TECHNOLOGIES PLC | $1,087 | -100.0% | 5,907 | -1.1% | 0.09% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,067 | -100.0% | 11,063 | +16.4% | 0.09% | +1.2% |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $1,070 | -100.0% | 8,646 | +4.1% | 0.09% | -4.4% |
DOW | Buy | DOW INC | $1,064 | -100.0% | 19,415 | +25.6% | 0.09% | +27.9% |
LOW | Sell | LOWES COS INC | $1,064 | -100.0% | 5,322 | -6.1% | 0.09% | -12.1% |
MDT | Buy | MEDTRONIC PLC | $1,052 | -100.0% | 13,045 | +2.5% | 0.09% | 0.0% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,053 | -100.0% | 5,639 | -4.5% | 0.09% | -4.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $1,047 | -100.0% | 27,617 | -1.8% | 0.08% | -1.2% |
IXUS | Buy | ISHARES TRcore msci total | $1,035 | -100.0% | 16,710 | +20.1% | 0.08% | +20.0% |
CSQ | Buy | CALAMOS STRATEGIC TOTL RETN | $1,019 | -100.0% | 72,792 | +7.6% | 0.08% | +5.1% |
Sell | GENERAL ELECTRIC CO | $1,022 | -100.0% | 10,693 | -13.3% | 0.08% | -7.8% | |
BP | Sell | BP PLCsponsored adr | $1,009 | -100.0% | 26,584 | -11.4% | 0.08% | -10.9% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,006 | -100.0% | 9,181 | -10.5% | 0.08% | -13.7% |
QCOM | Sell | QUALCOMM INC | $1,006 | -100.0% | 7,883 | -1.3% | 0.08% | +6.5% |
MMM | Sell | 3M CO | $977 | -100.0% | 9,293 | -4.9% | 0.08% | -22.3% |
Buy | APOLLO GLOBAL MGMT INC | $966 | -100.0% | 15,294 | +1.1% | 0.08% | -6.0% | |
UDEC | Buy | INNOVATOR ETFS TRs&p 500 ultra | $968 | -100.0% | 33,961 | +6.6% | 0.08% | +3.9% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $972 | -100.0% | 15,942 | -0.4% | 0.08% | +1.3% |
KMF | New | KAYNE ANDERSON NEXTGEN ENRGY | $972 | – | 126,541 | +100.0% | 0.08% | – |
GIS | Sell | GENERAL MLS INC | $958 | -100.0% | 11,207 | -1.2% | 0.08% | -6.0% |
AJG | New | GALLAGHER ARTHUR J & CO | $953 | – | 4,982 | +100.0% | 0.08% | – |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $963 | -100.0% | 16,068 | -3.8% | 0.08% | -8.2% |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $950 | -100.0% | 47,687 | +31.5% | 0.08% | +16.7% |
UAUG | Buy | INNOVATOR ETFS TRs&p 500 ultra | $948 | -100.0% | 35,054 | +4.0% | 0.08% | 0.0% |
MET | Buy | METLIFE INC | $944 | -100.0% | 16,297 | +11.4% | 0.08% | -17.2% |
MPC | Buy | MARATHON PETE CORP | $941 | -100.0% | 6,976 | +18.1% | 0.08% | +28.3% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $949 | -100.0% | 5,007 | -2.4% | 0.08% | -6.1% |
SO | Buy | SOUTHERN CO | $932 | -100.0% | 13,390 | +9.3% | 0.08% | 0.0% |
MO | Buy | ALTRIA GROUP INC | $929 | -100.0% | 20,814 | +6.7% | 0.08% | -2.6% |
JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $938 | – | 18,638 | +100.0% | 0.08% | – |
NNDM | Sell | NANO DIMENSION LTDsponsord ads new | $930 | -100.0% | 321,944 | -19.7% | 0.08% | -6.2% |
TLT | Buy | ISHARES TR20+ yr tr bd etf | $918 | -100.0% | 8,629 | +81.1% | 0.08% | +82.9% |
IDXX | Buy | IDEXX LABS INC | $924 | -100.0% | 1,847 | +4.1% | 0.08% | +19.0% |
PRU | Buy | PRUDENTIAL FINL INC | $896 | -100.0% | 10,824 | +7.2% | 0.07% | -17.0% |
NFLX | Buy | NETFLIX INC | $885 | -100.0% | 2,563 | +12.2% | 0.07% | +22.0% |
TXN | Sell | TEXAS INSTRS INC | $879 | -100.0% | 4,728 | -3.7% | 0.07% | +1.4% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $887 | -100.0% | 32,375 | +46.8% | 0.07% | -14.3% |
IVW | Buy | ISHARESs&p 500 grwt etf | $868 | -100.0% | 13,591 | +2.0% | 0.07% | +4.4% |
PLD | Buy | PROLOGIS INC. | $865 | -100.0% | 6,932 | +119.5% | 0.07% | +125.8% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $860 | -100.0% | 6,641 | +9.3% | 0.07% | -2.8% |
DIV | New | GLOBAL X FDSglobx supdv us | $856 | – | 49,069 | +100.0% | 0.07% | – |
O | Buy | REALTY INCOME CORP | $863 | -100.0% | 13,628 | +7.8% | 0.07% | 0.0% |
UOCT | Buy | INNOVATOR ETFS TRs&p 500 ultra | $845 | -100.0% | 29,617 | +9.0% | 0.07% | +6.2% |
VXUS | Sell | VANGUARD STAR FDvg tl intl stk f | $842 | -100.0% | 15,249 | -32.0% | 0.07% | -31.7% |
SQ | Sell | SQUARE INCcl a | $846 | -100.0% | 12,330 | -7.5% | 0.07% | -5.5% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $831 | -100.0% | 6,054 | +122.0% | 0.07% | +172.0% |
GILD | Sell | GILEAD SCIENCES INC | $840 | -100.0% | 10,122 | -34.2% | 0.07% | -41.4% |
NBH | New | NEUBERGER BERMAN MUN FD INC | $820 | – | 74,841 | +100.0% | 0.07% | – |
ECL | Buy | ECOLAB INC | $826 | -100.0% | 4,991 | +0.1% | 0.07% | +6.3% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $827 | -100.0% | 3,470 | -1.8% | 0.07% | -13.0% |
GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $823 | -100.0% | 25,426 | -5.6% | 0.07% | -1.5% |
MGA | Buy | MAGNA INTL INC | $818 | -100.0% | 5,716 | +0.1% | 0.07% | +1.5% |
DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $805 | – | 31,577 | +100.0% | 0.07% | – |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $815 | -100.0% | 5,136 | -34.1% | 0.07% | -38.9% |
IVE | Buy | ISHARES TRs&p 500 val etf | $814 | -100.0% | 5,365 | +19.1% | 0.07% | +15.8% |
NOC | Buy | NORTHROP GRUMMAN CORP | $813 | -100.0% | 1,762 | +0.3% | 0.07% | -21.4% |
Sell | DOUBLELINE ETF TRUSTshiller cape u s | $812 | -100.0% | 35,832 | -0.8% | 0.07% | 0.0% | |
Buy | FS CREDIT OPPORTUNITIES CORP | $801 | -100.0% | 180,405 | +83.6% | 0.06% | +62.5% | |
HFRO | Buy | HIGHLAND FLOATNG RATE OPPRT | $794 | -100.0% | 90,333 | +1.2% | 0.06% | -18.8% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $796 | -100.0% | 11,415 | +2.8% | 0.06% | 0.0% |
CLX | Sell | CLOROX CO DEL | $795 | -100.0% | 5,027 | -4.3% | 0.06% | +1.6% |
USMV | Buy | ISHARES TRmsci min vol etf | $782 | -100.0% | 10,749 | +2.3% | 0.06% | -3.0% |
Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $779 | -100.0% | 17,268 | +22.9% | 0.06% | +26.0% | |
USB | Buy | US BANCORP DEL | $773 | -100.0% | 21,450 | +24.4% | 0.06% | -4.5% |
PGX | Sell | INVESCO EXCHNG TRADED FD TRpfd etf | $752 | -100.0% | 65,497 | -8.3% | 0.06% | -12.9% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $749 | -100.0% | 13,633 | +16.0% | 0.06% | +10.9% |
SSUS | Sell | STRATEGY SHSday hagan ned | $748 | -100.0% | 22,653 | -4.3% | 0.06% | -3.2% |
OEF | Buy | ISHARES TRs&p 100 etf | $739 | -100.0% | 3,954 | +0.0% | 0.06% | +1.7% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $739 | -100.0% | 10,649 | -12.9% | 0.06% | -16.7% |
ADBE | Buy | ADOBE SYS INC | $743 | -100.0% | 1,928 | +2.9% | 0.06% | +9.1% |
C | Buy | CITIGROUP INC | $734 | -100.0% | 15,663 | +5.7% | 0.06% | +1.7% |
CLF | Buy | CLEVELAND-CLIFFS INC NEW | $731 | -100.0% | 39,873 | +9.0% | 0.06% | +13.5% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $730 | -100.0% | 23,344 | +24.8% | 0.06% | +22.9% |
New | OAKTREE SPECIALTY LENDING CO | $722 | – | 38,481 | +100.0% | 0.06% | – | |
UJUL | Buy | INNOVATOR ETFS TRus eqt ultra bf | $719 | -100.0% | 26,577 | +10.2% | 0.06% | +9.3% |
APD | Sell | AIR PRODS & CHEMS INC | $720 | -100.0% | 2,505 | -0.3% | 0.06% | -13.2% |
Buy | TIMOTHY PLANus large mid cp | $723 | -100.0% | 31,208 | +0.0% | 0.06% | -9.2% | |
GD | Buy | GENERAL DYNAMICS CORP | $711 | -100.0% | 3,114 | +15.4% | 0.06% | -1.7% |
ES | Sell | EVERSOURCE ENERGY | $701 | -100.0% | 9,137 | -0.7% | 0.06% | -13.6% |
MUB | Sell | ISHARESnat amt free bd | $693 | -100.0% | 6,428 | -56.5% | 0.06% | -59.1% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $689 | -100.0% | 26,617 | +1.8% | 0.06% | +1.8% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $684 | -100.0% | 6,977 | +8.9% | 0.06% | +55.6% |
TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $686 | -100.0% | 8,833 | -2.5% | 0.06% | -3.4% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $672 | -100.0% | 3,104 | -1.3% | 0.06% | 0.0% |
LH | Sell | LABORATORY CORP AMER HLDGS | $658 | -100.0% | 2,868 | -1.5% | 0.05% | -10.0% |
GPC | Sell | GENUINE PARTS CO | $668 | -100.0% | 3,991 | -22.4% | 0.05% | -30.8% |
FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $649 | -100.0% | 40,645 | -3.7% | 0.05% | -14.5% |
TMUS | Sell | T MOBILE US INC | $648 | -100.0% | 4,472 | -3.5% | 0.05% | -7.0% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $642 | -100.0% | 8,769 | +16.9% | 0.05% | +4.0% |
TPG INC | $639 | -100.0% | 20,465 | 0.0% | 0.05% | -7.1% | ||
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $634 | -100.0% | 1,100 | -4.0% | 0.05% | -5.5% |
SJNK | Sell | SPDR SER TRbloomberg srt tr | $641 | -100.0% | 25,804 | -19.3% | 0.05% | -23.5% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $638 | -100.0% | 7,712 | +0.9% | 0.05% | +4.0% |
GOLD | Sell | BARRICK GOLD CORP | $622 | -100.0% | 33,519 | -41.9% | 0.05% | -41.4% |
REM | Buy | ISHARES TRmortge rel etf | $629 | -100.0% | 8,905 | +62.0% | 0.05% | +54.5% |
TPLC | TIMOTHY PLANus lrgmd cp core | $611 | -100.0% | 17,737 | 0.0% | 0.05% | -3.8% | |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $613 | -100.0% | 9,056 | +5.8% | 0.05% | -5.7% |
SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $612 | -100.0% | 19,808 | +43.0% | 0.05% | +42.9% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $618 | -100.0% | 7,521 | -32.2% | 0.05% | -36.7% |
KMB | Sell | KIMBERLY CLARK CORP | $616 | -100.0% | 4,589 | -0.9% | 0.05% | -9.1% |
AMT | Buy | AMERICAN TOWER CORP NEW | $603 | -100.0% | 2,952 | +13.8% | 0.05% | +2.1% |
PDI | Buy | PIMCO DYNAMIC INCOME FD | $601 | -100.0% | 33,358 | +6.5% | 0.05% | -3.9% |
UFPI | New | UFP INDUSTRIES INC | $596 | – | 7,498 | +100.0% | 0.05% | – |
BST | Buy | BLACKROCK SCIENCE & TECH TR | $599 | -100.0% | 18,522 | +28.1% | 0.05% | +36.1% |
UJUN | Buy | INNOVATOR ETFS TRus eqt ultra bf | $596 | -100.0% | 21,601 | +7.8% | 0.05% | +4.3% |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $604 | -100.0% | 8,380 | +0.3% | 0.05% | -3.9% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $585 | -100.0% | 5,228 | +53.0% | 0.05% | +37.1% |
FITB | Buy | FIFTH THIRD BANCORP | $594 | -100.0% | 22,297 | +69.8% | 0.05% | +26.3% |
SHOP | Buy | SHOPIFY INCcl a | $585 | -100.0% | 12,207 | +27.2% | 0.05% | +65.5% |
WMB | Buy | WILLIAMS COS INC | $592 | -100.0% | 19,817 | +16.0% | 0.05% | -2.0% |
EMR | Buy | EMERSON ELEC CO | $594 | -100.0% | 6,811 | +16.9% | 0.05% | -2.0% |
AEIS | Sell | ADVANCED ENERGY INDS | $590 | -100.0% | 11,567 | -35.5% | 0.05% | -41.5% |
LPL | Buy | LG DISPLAY CO LTDspons adr rep | $592 | -100.0% | 10,919 | +27.0% | 0.05% | +6.7% |
AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $591 | -100.0% | 26,647 | -6.7% | 0.05% | -11.1% |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $582 | -100.0% | 16,408 | +31.6% | 0.05% | +17.5% |
ICLN | Buy | ISHARES TRgl clean ene etf | $572 | -100.0% | 28,934 | +0.4% | 0.05% | -6.0% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $579 | -100.0% | 23,599 | +2.9% | 0.05% | 0.0% |
RBLX | Buy | ROBLOX CORPcl a | $565 | -100.0% | 12,558 | +7.4% | 0.05% | +58.6% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $567 | -100.0% | 1,470 | +24.6% | 0.05% | +39.4% |
SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $568 | -100.0% | 13,706 | +8.8% | 0.05% | +2.2% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $569 | -100.0% | 7,614 | -3.2% | 0.05% | -9.8% |
PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $565 | -100.0% | 39,745 | +2.1% | 0.05% | -8.0% |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $566 | -100.0% | 7,405 | +10.3% | 0.05% | +4.5% |
CCD | Sell | CALAMOS DYNAMIC CONV & INCOM | $551 | -100.0% | 25,872 | -5.5% | 0.04% | -8.2% |
AI | New | C3 AI INCcl a | $550 | – | 16,388 | +100.0% | 0.04% | – |
Sell | SHELL PLCspon ads | $553 | -100.0% | 9,606 | -1.2% | 0.04% | -6.2% | |
PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $550 | -100.0% | 575,673 | +17.1% | 0.04% | -15.1% |
IYW | Buy | IRON MTN INC DEL | $542 | -100.0% | 5,842 | +56.9% | 0.04% | +83.3% |
DVN | Sell | DEVON ENERGY CORP NEW | $540 | -100.0% | 10,665 | -49.1% | 0.04% | -61.1% |
SLB | Buy | SCHLUMBERGER LTD | $542 | -100.0% | 11,042 | +16.5% | 0.04% | 0.0% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $535 | -100.0% | 5,236 | -10.6% | 0.04% | -2.2% |
ARCC | Buy | ARES CAP CORP | $544 | -100.0% | 29,746 | +6.8% | 0.04% | -2.2% |
TGT | Buy | TARGET CORP | $545 | -100.0% | 3,293 | +11.2% | 0.04% | +12.8% |
XBI | Buy | SPDR SERIES TRUSTs&p biotech | $534 | -100.0% | 7,001 | +7.8% | 0.04% | -8.5% |
VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $531 | -100.0% | 6,577 | +116.3% | 0.04% | +2.4% |
PYPL | Buy | PAYPAL HLDGS INC | $532 | -100.0% | 7,010 | +6.0% | 0.04% | +4.9% |
UAPR | Buy | INNOVATOR ETFS TRus eqt ultra bf | $519 | -100.0% | 20,825 | +13.7% | 0.04% | +5.0% |
BME | Sell | BLACKROCK HEALTH SCIENCES TR | $510 | -100.0% | 12,177 | -2.1% | 0.04% | -10.6% |
ED | Sell | CONSOLIDATED EDISON INC | $519 | -100.0% | 5,429 | -1.8% | 0.04% | -8.7% |
ULTA | Buy | ULTA BEAUTY INC | $518 | -100.0% | 18,042 | +14.5% | 0.04% | +7.7% |
KREF | New | KKR REAL ESTATE FIN TR INC | $516 | – | 45,300 | +100.0% | 0.04% | – |
ANET | New | ARISTA NETWORKS INC | $517 | – | 3,079 | +100.0% | 0.04% | – |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $514 | -100.0% | 6,379 | -2.6% | 0.04% | -4.5% |
TJX | Sell | TJX COS INC NEW | $507 | -100.0% | 6,470 | -48.5% | 0.04% | -52.9% |
VLUE | Buy | ISHARES TRmsci usa value | $498 | -100.0% | 5,380 | +0.3% | 0.04% | -4.7% |
HCA | Buy | HCA HEALTHCARE INC | $498 | -100.0% | 1,890 | +46.6% | 0.04% | +51.9% |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $498 | -100.0% | 11,014 | +94.6% | 0.04% | +105.0% |
MUI | Buy | BLACKROCK MUNI INTER DR FD I | $489 | -100.0% | 41,890 | +27.6% | 0.04% | +21.2% |
UMAY | Buy | INNOVATOR ETFS TRus eqt ultra bf | $493 | -100.0% | 18,402 | +17.4% | 0.04% | +11.1% |
CEFS | Buy | EXCHANGE LISTED FDS TRsaba int rate | $494 | -100.0% | 27,033 | +15.9% | 0.04% | +14.3% |
NUE | Buy | NUCOR CORP | $486 | -100.0% | 3,147 | +56.5% | 0.04% | +73.9% |
UNM | Buy | UNUM GROUP | $487 | -100.0% | 16,804 | +9.8% | 0.04% | +8.1% |
UFEB | New | INNOVATOR ETFS TRus eqt ultra bfr | $482 | – | 18,159 | +100.0% | 0.04% | – |
DSM | New | BNY MELLON STRATEGIC MUN BD | $481 | – | 80,095 | +100.0% | 0.04% | – |
MS | Sell | MORGAN STANLEY | $476 | -100.0% | 5,427 | -5.7% | 0.04% | -9.3% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $479 | -100.0% | 10,165 | -33.5% | 0.04% | -37.1% |
RDIV | Buy | INVESCO EXCHNG TRADED FD TRs&p ultra divide | $478 | -100.0% | 11,630 | +6.7% | 0.04% | -7.1% |
LAD | New | LITHIA MTRS INC | $477 | – | 2,084 | +100.0% | 0.04% | – |
NZF | Buy | NUVEEN ENHANCED MUN CREDIT O | $476 | -100.0% | 39,862 | +30.0% | 0.04% | +21.9% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $484 | -100.0% | 15,052 | -16.7% | 0.04% | -27.8% |
AFB | Buy | ALLIANCEBERNSTEIN NATL MUNI | $464 | -100.0% | 42,403 | +30.5% | 0.04% | +26.7% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $466 | -100.0% | 7,466 | +7.5% | 0.04% | +2.7% |
BK | Buy | BANK NEW YORK MELLON CORP | $470 | -100.0% | 10,351 | +27.9% | 0.04% | +18.8% |
VPU | Sell | VANGUARD WORLD FDSutilities etf | $461 | -100.0% | 3,122 | -11.7% | 0.04% | -19.1% |
SAIC | New | SCIENCE APPLICATNS INTL CP N | $461 | – | 4,286 | +100.0% | 0.04% | – |
SYK | Sell | STRYKER CORP | $468 | -100.0% | 1,638 | -0.1% | 0.04% | +8.6% |
New | LINDE PLC | $473 | – | 1,331 | +100.0% | 0.04% | – | |
FE | Buy | FIRSTENERGY CORP | $473 | -100.0% | 11,810 | +1.6% | 0.04% | -11.6% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $466 | -100.0% | 7,964 | +125.9% | 0.04% | +111.1% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $457 | -100.0% | 5,204 | -14.2% | 0.04% | -15.9% |
IDEV | Sell | ISHARES TRcore msci intl | $451 | -100.0% | 7,455 | -18.0% | 0.04% | -17.8% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $459 | -100.0% | 11,645 | -1.6% | 0.04% | 0.0% |
NET | New | CLOUDFLARE INC | $456 | – | 7,393 | +100.0% | 0.04% | – |
KMPH | KEMPHARM INC | $453 | -100.0% | 82,290 | 0.0% | 0.04% | +12.1% | |
ET | Buy | ENERGY TRANSFER LP | $457 | -100.0% | 36,648 | +5.1% | 0.04% | +2.8% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $459 | -100.0% | 8,577 | 0.0% | 0.04% | -2.6% | |
SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $445 | -100.0% | 7,128 | -3.1% | 0.04% | -12.2% |
IRM | Buy | IRON MTN INC NEW | $444 | -100.0% | 8,396 | +19.4% | 0.04% | +16.1% |
JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $442 | -100.0% | 4,763 | -71.1% | 0.04% | -72.3% |
IGSB | Sell | ISHARES TR1-3 yr cr bd etf | $445 | -100.0% | 8,808 | -5.7% | 0.04% | -12.2% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $429 | -100.0% | 4,236 | -3.8% | 0.04% | -7.9% |
ISRG | Buy | INTUITIVE SURGICAL INC | $430 | -100.0% | 1,684 | +32.1% | 0.04% | +16.7% |
LNG | Sell | CHENIERE ENERGY INC | $430 | -100.0% | 2,730 | -3.4% | 0.04% | -5.4% |
XHB | Sell | SPDR SERIES TRUSTs&p homebuild | $431 | -100.0% | 6,354 | -1.2% | 0.04% | +2.9% |
KKR | Sell | KKR & CO INCcl a | $414 | -100.0% | 7,875 | -0.2% | 0.03% | +6.2% |
MRNA | Buy | MODERNA INC | $413 | -100.0% | 2,688 | +45.7% | 0.03% | +17.2% |
ME | Buy | 23ANDME HOLDING CO | $412 | -100.0% | 3,970 | +26.8% | 0.03% | +6.2% |
RIO | Buy | RIO TINTO PLCsponsored adr | $423 | -100.0% | 6,169 | +32.0% | 0.03% | +17.2% |
ESGE | Sell | ISHARES INCesg awr msci em | $422 | -100.0% | 13,417 | -35.1% | 0.03% | -37.0% |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $418 | – | 2,767 | +100.0% | 0.03% | – |
EMNT | Sell | PIMCO ETF TRenhancd short | $412 | -100.0% | 4,214 | -91.1% | 0.03% | -91.5% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $412 | -100.0% | 6,480 | +2.8% | 0.03% | +6.2% |
CG | Sell | CARLYLE GROUP INC | $408 | -100.0% | 13,138 | -1.4% | 0.03% | -5.7% |
DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $407 | -100.0% | 35,814 | -3.2% | 0.03% | -8.3% |
ETV | Sell | EATON VANCE TX MNG BY WRT OP | $400 | -100.0% | 31,637 | -11.6% | 0.03% | -13.2% |
EVRG | Buy | EVERGY INC | $409 | -100.0% | 6,684 | +10.8% | 0.03% | 0.0% |
XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $408 | -100.0% | 5,559 | +7.7% | 0.03% | +6.5% |
XSVM | Sell | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $406 | -100.0% | 8,912 | -58.5% | 0.03% | -61.6% |
DSI | Sell | ISHARES TRmsci kld400 soc | $410 | -100.0% | 5,256 | -3.6% | 0.03% | -2.9% |
VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $409 | -100.0% | 2,111 | -8.0% | 0.03% | -13.2% |
IDV | Buy | ISHARES TRintl sel div etf | $399 | -100.0% | 14,514 | +2.1% | 0.03% | -5.9% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $388 | -100.0% | 5,139 | -17.4% | 0.03% | -22.0% |
PLUG | Buy | PLUG POWER INC | $395 | -100.0% | 33,716 | +24.9% | 0.03% | +10.3% |
ONEV | Sell | SPDR SER TRrussell low vol | $393 | -100.0% | 3,718 | -3.1% | 0.03% | -8.6% |
TIMOTHY PLANhigh dividend | $397 | -100.0% | 16,849 | 0.0% | 0.03% | -8.6% | ||
NTRS | NORTHERN TR CORP | $393 | -100.0% | 4,459 | 0.0% | 0.03% | -8.6% | |
IHI | Sell | ISHARES TRu.s. med dvc etf | $395 | -100.0% | 7,317 | -24.5% | 0.03% | -28.9% |
DHS | WISDOMTREE TRus high dividend | $376 | -100.0% | 4,566 | 0.0% | 0.03% | -8.8% | |
PXD | Sell | PIONEER NAT RES CO | $380 | -100.0% | 1,862 | -2.6% | 0.03% | -18.4% |
COIN | Sell | COINBASE GLOBAL INC | $381 | -100.0% | 5,640 | -1.8% | 0.03% | +72.2% |
COG | Buy | CABOT OIL & GAS CORP | $375 | -100.0% | 15,268 | +16.3% | 0.03% | +10.7% |
PSX | Sell | PHILLIPS 66 | $378 | -100.0% | 3,725 | -17.0% | 0.03% | -24.4% |
FLRN | Sell | SPDR SER TRblomberg brc inv | $378 | -100.0% | 12,430 | -2.2% | 0.03% | -8.8% |
PANW | Buy | PALO ALTO NETWORKS INC | $384 | -100.0% | 1,921 | +21.1% | 0.03% | +63.2% |
FALN | Sell | ISHARES TRfaln angls usd | $364 | -100.0% | 14,423 | -1.6% | 0.03% | -6.2% |
PFFD | Sell | GLOBAL X FDSus pfd etf | $372 | -100.0% | 5,006 | -8.5% | 0.03% | -25.0% |
GSY | New | INVESCO ACTIVELY MANAGD ETFultra shrt dur | $371 | – | 7,476 | +100.0% | 0.03% | – |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $366 | -100.0% | 7,595 | -6.2% | 0.03% | +7.1% |
HEDJ | WISDOMTREE TReurope hedged eq | $363 | -100.0% | 4,417 | 0.0% | 0.03% | +11.1% | |
FLOT | Sell | ISHARES TRfltg rate bd etf | $373 | -100.0% | 7,393 | -20.1% | 0.03% | -26.8% |
New | GLOBAL X FDSdow 30 covered c | $368 | – | 16,968 | +100.0% | 0.03% | – | |
URI | Buy | UNITED RENTALS INC | $357 | -100.0% | 902 | +0.8% | 0.03% | +3.6% |
PNC | Buy | PNC FINL SVCS GROUP INC | $359 | -100.0% | 2,828 | +22.4% | 0.03% | -9.4% |
Buy | GSK PLCsponsored adr | $358 | -100.0% | 10,057 | +7.8% | 0.03% | 0.0% | |
JCI | Buy | JOHNSON CTLS INTL PLC | $357 | -100.0% | 5,934 | +9.4% | 0.03% | -3.3% |
LAMR | New | LAMAR ADVERTISING CO NEWcl a | $353 | – | 3,535 | +100.0% | 0.03% | – |
A | Buy | AGILENT TECHNOLOGIES INC | $354 | -100.0% | 2,560 | +82.7% | 0.03% | +61.1% |
SONY | New | SONY GROUP CORPORATIONsponsored adr | $355 | – | 3,912 | +100.0% | 0.03% | – |
ORCC | OWL ROCK CAPITAL CORPORATION | $351 | -100.0% | 27,872 | 0.0% | 0.03% | +3.6% | |
HYG | Buy | ISHARES TRiboxx hi yd etf | $338 | -100.0% | 4,473 | +29.3% | 0.03% | +27.3% |
BAX | Sell | BAXTER INTL INC | $350 | -100.0% | 8,621 | -0.1% | 0.03% | -26.3% |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $339 | -100.0% | 4,357 | +34.4% | 0.03% | +21.7% |
HUM | Sell | HUMANA INC | $340 | -100.0% | 701 | -5.9% | 0.03% | -15.2% |
SGOV | New | ISHARES TR0-3 mnth treasry | $350 | – | 3,478 | +100.0% | 0.03% | – |
Sell | DRAFTKINGS INC NEW | $340 | -100.0% | 17,540 | -12.1% | 0.03% | +40.0% | |
IPAY | Buy | ETF MANAGERS TRprime mobile pay | $340 | -100.0% | 9,968 | +0.7% | 0.03% | -3.4% |
ERF | New | ENERPLUS CORP | $349 | – | 24,213 | +100.0% | 0.03% | – |
Buy | PLANET LABS PBC | $349 | -100.0% | 88,784 | +0.7% | 0.03% | -17.6% | |
IQ | Sell | IQIYI INCsponsored ads | $349 | -100.0% | 13,284 | -4.2% | 0.03% | -3.4% |
QYLG | Sell | GLOBAL X FDSnasdq 100 cvrdgw | $350 | -100.0% | 13,798 | -2.1% | 0.03% | +3.7% |
FISV | Sell | FISERV INC | $342 | -100.0% | 3,030 | -3.4% | 0.03% | 0.0% |
New | GE HEALTHCARE TECHNOLOGIES I | $347 | – | 4,234 | +100.0% | 0.03% | – | |
DEO | Buy | DIAGEO P L Cspon adr new | $341 | -100.0% | 1,881 | +2.0% | 0.03% | -3.4% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $340 | -100.0% | 2,319 | -3.8% | 0.03% | -12.5% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $347 | -100.0% | 7,595 | -0.1% | 0.03% | +3.7% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $347 | -100.0% | 7,724 | -3.4% | 0.03% | -9.7% |
AMAT | Sell | APPLIED MATLS INC | $335 | -100.0% | 2,728 | -24.5% | 0.03% | -12.9% |
ANTM | Buy | ANTHEM INC | $337 | -100.0% | 733 | +0.1% | 0.03% | -18.2% |
NOW | Buy | SERVICENOW INC | $329 | -100.0% | 709 | +2.2% | 0.03% | +12.5% |
AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $332 | -100.0% | 9,068 | -12.1% | 0.03% | -12.9% |
ZTS | Sell | ZOETIS INCcl a | $333 | -100.0% | 1,999 | -7.0% | 0.03% | -3.6% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $314 | -100.0% | 4,700 | -8.4% | 0.03% | -3.7% |
ASML | New | ASML HOLDING N V | $315 | – | 463 | +100.0% | 0.03% | – |
EIX | Buy | EDISON INTL | $321 | -100.0% | 4,550 | +0.2% | 0.03% | +4.0% |
KRG | Sell | KITE RLTY GROUP TR | $317 | -100.0% | 15,172 | -1.2% | 0.03% | -7.1% |
SHW | Buy | SHERWIN WILLIAMS CO | $315 | -100.0% | 1,401 | +7.9% | 0.03% | -3.7% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $317 | -100.0% | 3,982 | -3.9% | 0.03% | -23.5% |
ACAD | Sell | ACADIA PHARMACEUTICALS INC | $318 | -100.0% | 16,900 | -2.2% | 0.03% | +8.3% |
HON | Sell | HONEYWELL INTL INC | $324 | -100.0% | 1,695 | -8.8% | 0.03% | -25.7% |
ARKK | Buy | ARK ETF TRinnovation etf | $317 | -100.0% | 7,856 | +8.6% | 0.03% | +30.0% |
NVS | Sell | NOVARTIS A Gsponsored adr | $322 | -100.0% | 3,503 | -2.0% | 0.03% | -7.1% |
EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $322 | -100.0% | 10,019 | -2.8% | 0.03% | -3.7% |
MAIN | Buy | MAIN STR CAP CORP | $314 | -100.0% | 7,945 | +0.3% | 0.03% | 0.0% |
SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $314 | -100.0% | 4,121 | -65.9% | 0.03% | -67.1% |
CL | Buy | COLGATE PALMOLIVE CO | $325 | -100.0% | 5,404 | +5.8% | 0.03% | -7.1% |
ALT | Buy | ALTIMMUNE INC | $322 | -100.0% | 28,427 | +18.4% | 0.03% | +13.0% |
EMN | Buy | EASTMAN CHEM CO | $312 | -100.0% | 3,698 | +8.6% | 0.02% | +4.2% |
TPIF | New | TIMOTHY PLANintl etf | $310 | – | 12,390 | +100.0% | 0.02% | – |
CFG | New | CITIZENS FINL GROUP INC | $308 | – | 10,155 | +100.0% | 0.02% | – |
TLH | Sell | ISHARES TR10-20 yr trs etf | $305 | -100.0% | 2,662 | -9.9% | 0.02% | -10.7% |
DGRW | Sell | WISDOMTREE TRus qtlr div grt | $313 | -100.0% | 5,028 | -94.6% | 0.02% | -94.9% |
SYY | Sell | SYSCO CORP | $303 | -100.0% | 3,929 | -1.9% | 0.02% | -7.4% |
AEP | Sell | AMERICAN ELEC PWR INC | $307 | -100.0% | 3,379 | -2.8% | 0.02% | -13.8% |
IWB | Sell | ISHARES TRrus 1000 etf | $293 | -100.0% | 1,299 | -4.4% | 0.02% | -4.0% |
HDV | New | ISHARES TRcore high dv etf | $290 | – | 2,852 | +100.0% | 0.02% | – |
AON | Sell | AON PLC | $295 | -100.0% | 935 | -0.6% | 0.02% | -4.0% |
UBER | Sell | UBER TECHNOLOGIES INC | $292 | -100.0% | 9,205 | -11.7% | 0.02% | +4.3% |
UNP | Sell | UNION PAC CORP | $294 | -100.0% | 1,458 | -16.6% | 0.02% | -25.0% |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $290 | -100.0% | 2,537 | -0.9% | 0.02% | -11.1% |
SHM | Sell | SPDR SER TRnuveen blmbrg sr | $289 | -100.0% | 6,083 | -6.0% | 0.02% | -11.1% |
LSCC | New | LATTICE SEMICONDUCTOR CORP | $296 | – | 3,096 | +100.0% | 0.02% | – |
ETY | Sell | EATON VANCE TX MGD DIV EQ IN | $289 | -100.0% | 24,794 | -7.8% | 0.02% | -7.7% |
Buy | GUGGENHEIM ACTIVE ALLOC FD | $297 | -100.0% | 21,163 | +101.2% | 0.02% | +100.0% | |
PLYM | Sell | PLYMOUTH INDL REIT INC | $300 | -100.0% | 14,300 | -59.7% | 0.02% | -59.3% |
CATH | Buy | GLOBAL X FDSs&p 500 catholic | $281 | -100.0% | 5,596 | +0.3% | 0.02% | 0.0% |
FAST | Sell | FASTENAL CO | $284 | -100.0% | 5,271 | -2.7% | 0.02% | +4.5% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $277 | -100.0% | 6,757 | +15.1% | 0.02% | +9.5% |
AQB | New | AQUABOUNTY TECHNOLOGIES INC | $282 | – | 473,399 | +100.0% | 0.02% | – |
JBL | New | JABIL INC | $284 | – | 3,222 | +100.0% | 0.02% | – |
SWK | Sell | STANLEY BLACK & DECKER INC | $287 | -100.0% | 3,560 | -9.7% | 0.02% | -11.5% |
SPGI | Sell | S&P GLOBAL INC | $282 | -100.0% | 819 | -30.5% | 0.02% | -34.3% |
OXY | Buy | OCCIDENTAL PETE CORP | $287 | -100.0% | 4,594 | +14.7% | 0.02% | +4.5% |
SCI | Buy | SERVICE CORP INTL | $280 | -100.0% | 4,069 | +5.2% | 0.02% | 0.0% |
JPI | New | NUVEEN PFD & INCOME TERM FD | $273 | – | 15,485 | +100.0% | 0.02% | – |
IBB | Buy | ISHARES TRnasdq biotec etf | $268 | -100.0% | 2,073 | +5.4% | 0.02% | -4.3% |
PEAK | New | HEALTHPEAK PROPERTIES INC | $269 | – | 12,244 | +100.0% | 0.02% | – |
UTG | Buy | REAVES UTIL INCOME FD | $275 | -100.0% | 9,686 | +5.3% | 0.02% | -4.3% |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $269 | – | 1,380 | +100.0% | 0.02% | – |
IFRA | Sell | ISHARES TRus infrastruc | $265 | -100.0% | 7,109 | -2.4% | 0.02% | -4.3% |
CTAS | Sell | CINTAS CORP | $275 | -100.0% | 594 | -3.3% | 0.02% | -8.3% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $269 | -100.0% | 1,798 | +0.6% | 0.02% | +10.0% |
CTVA | Sell | CORTEVA INC | $274 | -100.0% | 4,546 | -4.3% | 0.02% | -8.3% |
ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $265 | -100.0% | 9,461 | +0.0% | 0.02% | 0.0% |
Buy | FRANKLIN BSP RLTY TR INC | $269 | -100.0% | 22,512 | +11.3% | 0.02% | -4.3% | |
CE | Sell | CELANESE CORP DEL | $273 | -100.0% | 2,508 | -6.8% | 0.02% | -8.3% |
DAL | Sell | DELTA AIR LINES INC DEL | $267 | -100.0% | 7,632 | -0.0% | 0.02% | 0.0% |
CB | Buy | CHUBB LIMITED | $265 | -100.0% | 1,365 | +3.8% | 0.02% | -12.0% |
D | Sell | DOMINION ENERGY INC | $270 | -100.0% | 4,830 | -21.5% | 0.02% | -33.3% |
WFC | Sell | WELLS FARGO & CO NEW | $271 | -100.0% | 7,260 | -16.2% | 0.02% | -29.0% |
CI | Buy | CIGNA CORP NEW | $266 | -100.0% | 1,043 | +25.1% | 0.02% | -8.3% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $259 | -100.0% | 23,120 | +30.8% | 0.02% | -4.5% |
EEM | ISHARESmsci emg mkt etf | $260 | -100.0% | 6,579 | 0.0% | 0.02% | -4.5% | |
MMC | Sell | MARSH & MCLENNAN COS INC | $262 | -100.0% | 1,572 | -5.2% | 0.02% | -12.5% |
AIG | Sell | AMERICAN INTL GROUP INC | $257 | -100.0% | 5,095 | -4.1% | 0.02% | -27.6% |
VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $253 | -100.0% | 3,860 | -1.5% | 0.02% | 0.0% |
HSY | Sell | HERSHEY CO | $256 | -100.0% | 1,005 | -14.7% | 0.02% | -12.5% |
EMO | Buy | CLEARBRIDGE ENERGY MIDSTRM O | $253 | -100.0% | 8,970 | +21.4% | 0.02% | +16.7% |
ITA | New | ISHARES TRus aer def etf | $263 | – | 2,284 | +100.0% | 0.02% | – |
IWS | New | ISHARES TRrus mdcp val etf | $257 | – | 2,417 | +100.0% | 0.02% | – |
YUM | Sell | YUM BRANDS INC | $261 | -100.0% | 1,977 | -6.7% | 0.02% | -12.5% |
CAE | New | CAE INC | $257 | – | 11,354 | +100.0% | 0.02% | – |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $253 | -100.0% | 551 | -11.0% | 0.02% | -12.5% |
FM | Sell | ISHARES INCmsci frontier | $255 | -100.0% | 5,011 | -0.8% | 0.02% | -4.5% |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $254 | -100.0% | 1,101 | 0.0% | 0.02% | +5.0% | |
VICI | Buy | VICI PPTYS INC | $256 | -100.0% | 7,848 | +22.3% | 0.02% | +16.7% |
EQT | Sell | EQT CORP | $242 | -100.0% | 7,590 | -68.6% | 0.02% | -45.9% |
KRBN | New | KRANESHARES TRglobal carb stra | $243 | – | 6,120 | +100.0% | 0.02% | – |
ETG | Buy | EATON VANCE TX ADV GLBL DIV | $250 | -100.0% | 15,506 | +0.6% | 0.02% | 0.0% |
EMB | New | ISHARES TRjpmorgan usd emg | $246 | – | 2,854 | +100.0% | 0.02% | – |
IJJ | Buy | ISHARESs&p mc 400vl etf | $249 | -100.0% | 2,418 | +0.1% | 0.02% | -4.8% |
FDX | Sell | FEDEX CORP | $247 | -100.0% | 1,081 | -19.1% | 0.02% | 0.0% |
PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $249 | – | 1,589 | +100.0% | 0.02% | – |
VIGI | Sell | VANGUARD WHITEHALL FDS INCintl dvd etf | $248 | -100.0% | 3,367 | -10.7% | 0.02% | -13.0% |
TMP | TOMPKINS FINANCIAL CORPORATI | $245 | -100.0% | 3,697 | 0.0% | 0.02% | -20.0% | |
Sell | JACOBS SOLUTIONS INC | $244 | -100.0% | 2,076 | -1.3% | 0.02% | -9.1% | |
HIG | Sell | HARTFORD FINL SVCS GROUP INC | $246 | -100.0% | 3,529 | -5.9% | 0.02% | -20.0% |
KHC | Sell | KRAFT HEINZ CO | $243 | -100.0% | 6,272 | -2.3% | 0.02% | -13.0% |
BHP | Buy | BHP GROUP LTDsponsored ads | $234 | -100.0% | 3,697 | +6.7% | 0.02% | 0.0% |
OSTK | New | OVERSTOCK COM INC DEL | $232 | – | 11,430 | +100.0% | 0.02% | – |
EWJ | Buy | ISHARES INCmsci jpn etf new | $232 | -100.0% | 5,109 | +1.9% | 0.02% | +5.6% |
SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $233 | -100.0% | 6,118 | +1.3% | 0.02% | +5.6% |
SCZ | Sell | ISHARES TReafe sml cp etf | $229 | -100.0% | 3,841 | -35.2% | 0.02% | -34.5% |
SUB | ISHARES TRshrt nat mun etf | $235 | -100.0% | 2,247 | 0.0% | 0.02% | -5.0% | |
IWP | New | ISHARES TRrus md cp gr etf | $233 | – | 2,563 | +100.0% | 0.02% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $237 | – | 2,548 | +100.0% | 0.02% | – |
EQIX | Sell | EQUINIX INC | $231 | -100.0% | 321 | -7.8% | 0.02% | -5.0% |
VRTX | New | VERTEX PHARMACEUTICALS INC | $236 | – | 750 | +100.0% | 0.02% | – |
BEPC | New | BROOKFIELD RENEWABLE CORPcl a sub vtg | $235 | – | 6,732 | +100.0% | 0.02% | – |
SRE | Sell | SEMPRA | $218 | -100.0% | 1,445 | -1.0% | 0.02% | -10.0% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $219 | -100.0% | 3,542 | -0.4% | 0.02% | -5.3% |
DD | Sell | DUPONT DE NEMOURS INC | $226 | -100.0% | 3,153 | -7.5% | 0.02% | -10.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $221 | -100.0% | 6,405 | +11.5% | 0.02% | -5.3% |
SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $222 | -100.0% | 843 | -37.3% | 0.02% | -25.0% |
HACK | New | ETF MANAGERS TRprime cybr scrty | $223 | – | 4,665 | +100.0% | 0.02% | – |
REMX | New | VANECK ETF TRUSTrare earth/strtg | $220 | – | 2,700 | +100.0% | 0.02% | – |
MTUM | Sell | ISHARES TRusa momentum fct | $224 | -100.0% | 1,608 | -45.6% | 0.02% | -52.6% |
New | ANNALY CAPITAL MANAGEMENT IN | $219 | – | 11,471 | +100.0% | 0.02% | – | |
TTE | Buy | TOTAL S Asponsored adr | $225 | -100.0% | 3,815 | +4.8% | 0.02% | -10.0% |
NVO | New | NOVO-NORDISK A Sadr | $221 | – | 1,389 | +100.0% | 0.02% | – |
NTR | Sell | NUTRIEN LTD | $218 | -100.0% | 2,958 | -1.7% | 0.02% | -5.3% |
WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $221 | -100.0% | 188 | 0.0% | 0.02% | -5.3% | |
FPL | Sell | FST TR NEW OPPORT MLP & ENE | $222 | -100.0% | 5,435 | -4.3% | 0.02% | -5.3% |
PAYX | New | PAYCHEX INC | $223 | – | 1,950 | +100.0% | 0.02% | – |
DOC | Buy | PHYSICIANS RLTY TR | $221 | -100.0% | 14,806 | +5.7% | 0.02% | 0.0% |
SWKS | New | SKYWORKS SOLUTIONS INC | $223 | – | 1,893 | +100.0% | 0.02% | – |
EQNR | Sell | EQUINOR ASAsponsored adr | $223 | -100.0% | 7,835 | -12.4% | 0.02% | -35.7% |
MARA | Buy | MARATHON DIGITAL HOLDINGS IN | $213 | -100.0% | 24,446 | +43.8% | 0.02% | +240.0% |
ETSY | New | ETSY INC | $214 | – | 1,921 | +100.0% | 0.02% | – |
New | UBS AG LONDON BRANCHen lg cp grwth | $207 | – | 430 | +100.0% | 0.02% | – | |
STWD | Sell | STARWOOD PPTY TR INC | $206 | -100.0% | 11,641 | -0.3% | 0.02% | -10.5% |
FNF | New | FIDELITY NATIONAL FINANCIAL | $211 | – | 6,032 | +100.0% | 0.02% | – |
VLO | New | VALERO ENERGY CORP | $203 | – | 1,456 | +100.0% | 0.02% | – |
CMI | Buy | CUMMINS INC | $209 | -100.0% | 875 | +5.4% | 0.02% | -5.6% |
GLPI | New | GAMING & LEISURE PPTYS INC | $211 | – | 4,055 | +100.0% | 0.02% | – |
GM | New | GENERAL MTRS CO | $214 | – | 5,832 | +100.0% | 0.02% | – |
SPYD | New | SPDR SERIES TRUSTprtflo s&p500 hi | $204 | – | 5,373 | +100.0% | 0.02% | – |
BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $206 | – | 6,551 | +100.0% | 0.02% | – |
CP | Sell | CANADIAN PAC RY LTD | $207 | -100.0% | 2,696 | -1.6% | 0.02% | -5.6% |
ALB | New | ALBEMARLE CORP | $214 | – | 966 | +100.0% | 0.02% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $208 | – | 2,486 | +100.0% | 0.02% | – |
ORGN | ORIGIN MATERIALS INC | $201 | -100.0% | 47,163 | 0.0% | 0.02% | -15.8% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $200 | -100.0% | 24,000 | 0.0% | 0.02% | -5.9% | |
New | INVESCO EXCH TRADED FD TR IIesg s&p 500 eql | $200 | – | 8,993 | +100.0% | 0.02% | – | |
Buy | BLACKROCK ESG CAP ALLC TR | $199 | -100.0% | 12,777 | +11.3% | 0.02% | +23.1% | |
BCRX | Buy | BIOCRYST PHARMACEUTICALS Inc | $200 | -100.0% | 23,973 | +1.5% | 0.02% | -33.3% |
BBDC | Sell | BARINGS BDC INC | $186 | -100.0% | 23,443 | -22.0% | 0.02% | -28.6% |
KBWD | Sell | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $175 | -100.0% | 11,865 | -4.1% | 0.01% | -12.5% |
FUBO | Buy | FUBOTV INC | $175 | -100.0% | 144,380 | +235.1% | 0.01% | +100.0% |
FPF | FIRST TR INTER DUR PFD & IN | $174 | -100.0% | 11,033 | 0.0% | 0.01% | -12.5% | |
PACB | New | PACIFIC BIOSCIENCES CALIF IN | $159 | – | 13,700 | +100.0% | 0.01% | – |
CION INVT CORP | $153 | -100.0% | 15,489 | 0.0% | 0.01% | -7.7% | ||
CENX | New | CENTURY ALUM CO | $149 | – | 14,900 | +100.0% | 0.01% | – |
KYN | Buy | KAYNE ANDERSON MLP INVT CO | $143 | -100.0% | 16,526 | +0.5% | 0.01% | 0.0% |
UNITY BIOTECHNOLOGY INC | $142 | -100.0% | 10,392 | 0.0% | 0.01% | 0.0% | ||
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $150 | -100.0% | 13,569 | -13.9% | 0.01% | -14.3% |
CRNT | Buy | CERAGON NETWORKS LTDord | $142 | -100.0% | 28,797 | +51.5% | 0.01% | +140.0% |
TELL | TELLURIAN INC NEW | $137 | -100.0% | 111,030 | 0.0% | 0.01% | -31.2% | |
EDOC | New | GLOBAL X FDStelmdc&dig etf | $138 | – | 11,780 | +100.0% | 0.01% | – |
SPXU | Sell | PROSHARES TRultrapro short s | $137 | -100.0% | 10,168 | -75.2% | 0.01% | -82.0% |
HRZN | Sell | HORIZON TECHNOLOGY FIN CORP | $117 | -100.0% | 10,346 | -3.6% | 0.01% | -9.1% |
MASS | New | 908 DEVICES INC | $123 | – | 14,287 | +100.0% | 0.01% | – |
ETW | Sell | EATON VANCE TXMGD GL BUYWR O | $122 | -100.0% | 15,064 | -16.3% | 0.01% | -16.7% |
EVF | Buy | EATON VANCE SR INCOME TRsh ben int | $127 | -100.0% | 23,812 | +7.9% | 0.01% | 0.0% |
META | New | LISTED FD TRroundhill ball | $115 | – | 12,250 | +100.0% | 0.01% | – |
GENI | GENIUS SPORTS LIMITEDshares cl a | $105 | -100.0% | 21,150 | 0.0% | 0.01% | +28.6% | |
New | CRESCENT ENERGY COMPANY | $113 | – | 10,000 | +100.0% | 0.01% | – | |
ETJ | Sell | EATON VANCE RISK MNGD DIV EQ | $98 | -100.0% | 12,273 | -5.4% | 0.01% | -11.1% |
AUY | New | YAMANA GOLD INC | $93 | – | 15,925 | +100.0% | 0.01% | – |
MPW | Sell | MEDICAL PPTYS TRUST INC | $85 | -100.0% | 10,314 | -36.7% | 0.01% | -56.2% |
CLSK | Sell | CLEANSPARK INC | $88 | -100.0% | 31,500 | -6.2% | 0.01% | +16.7% |
ICL | New | ICL GROUP LTD | $80 | – | 11,729 | +100.0% | 0.01% | – |
TLRY | Sell | TILRAY BRANDS INC | $86 | -100.0% | 34,111 | -30.4% | 0.01% | -41.7% |
ZTR | VIRTUS TOTAL RETURN FD INC | $79 | -100.0% | 12,148 | 0.0% | 0.01% | -14.3% | |
PSEC | New | PROSPECT CAPITAL CORPORATION | $71 | – | 10,177 | +100.0% | 0.01% | – |
OXLC | OXFORD LANE CAP CORP | $78 | -100.0% | 14,925 | 0.0% | 0.01% | -14.3% | |
BLDP | BALLARD PWR SYS INC NEW | $76 | -100.0% | 13,580 | 0.0% | 0.01% | 0.0% | |
LAZR | Sell | LUMINAR TECHNOLOGIES INC | $72 | -100.0% | 11,067 | -3.9% | 0.01% | +20.0% |
AVPT | Sell | AVEPOINT INC | $79 | -100.0% | 19,200 | -5.0% | 0.01% | -14.3% |
AFIN | AMERICAN FIN TR INC | $78 | -100.0% | 12,407 | 0.0% | 0.01% | 0.0% | |
GLV | Sell | CLOUGH GLOBAL DIVID & INCOME | $63 | -100.0% | 10,970 | -12.0% | 0.01% | -28.6% |
Sell | BAKKT HOLDINGS INC | $49 | -100.0% | 28,500 | -5.0% | 0.00% | +33.3% | |
GOEV | CANOO INC | $45 | -100.0% | 68,750 | 0.0% | 0.00% | -42.9% | |
CNBS | Sell | AMPLIFY ETF TRseymour cannbs | $45 | -100.0% | 10,576 | -3.8% | 0.00% | -20.0% |
ABUS | New | ARBUTUS BIOPHARMA CORP | $45 | – | 15,000 | +100.0% | 0.00% | – |
TEF | New | TELEFONICA S Asponsored adr | $54 | – | 12,540 | +100.0% | 0.00% | – |
NRO | NEUBERGER BERMAN REAL ESTATE | $47 | -100.0% | 15,120 | 0.0% | 0.00% | 0.0% | |
Buy | ARCHER AVIATION INC | $44 | -100.0% | 15,520 | +51.5% | 0.00% | +100.0% | |
FCEL | Sell | FUELCELL ENERGY INC | $38 | -100.0% | 13,390 | -1.5% | 0.00% | 0.0% |
BNGO | Sell | BIONANO GENOMICS INC | $41 | -100.0% | 37,140 | -0.9% | 0.00% | -40.0% |
PRTK | PARATEK PHARMACEUTICALS INC | $36 | -100.0% | 14,050 | 0.0% | 0.00% | +50.0% | |
DNMR | New | DANIMER SCIENTIFIC INC | $35 | – | 10,050 | +100.0% | 0.00% | – |
SURF | Sell | SURFACE ONCOLOGY INC | $38 | -100.0% | 53,965 | -13.2% | 0.00% | -25.0% |
SHCR | Buy | SHARECARE INC | $20 | -100.0% | 14,352 | +463.0% | 0.00% | -88.9% |
Sell | OPPFI INC | $20 | -100.0% | 15,000 | -95.0% | 0.00% | -50.0% | |
SDGR | Buy | SCHRODINGER INC | $25 | -100.0% | 40,000 | +100.0% | 0.00% | +100.0% |
New | MATTERPORT INC | $30 | – | 11,004 | +100.0% | 0.00% | – | |
DM | Buy | DESKTOP METAL INC | $29 | -100.0% | 12,628 | +8.6% | 0.00% | +100.0% |
FBIO | New | FORTRESS BIOTECH INC | $24 | – | 52,547 | +100.0% | 0.00% | – |
OPTN | New | OPTINOSE INC | $19 | – | 10,000 | +100.0% | 0.00% | – |
VWE | New | VINTAGE WINE ESTATES INC | $11 | – | 10,384 | +100.0% | 0.00% | – |
VSTM | Buy | VERASTEM INC | $9 | -100.0% | 22,850 | +18.7% | 0.00% | 0.0% |
UAMY | New | UNITED STATES ANTIMONY CORP | $9 | – | 24,375 | +100.0% | 0.00% | – |
AMRS | Sell | AMYRIS INC | $16 | -100.0% | 11,626 | -7.9% | 0.00% | -50.0% |
TMC THE METALS COMPANY INC | $11 | -100.0% | 12,850 | 0.0% | 0.00% | 0.0% | ||
FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $16 | -100.0% | 13,500 | +12.5% | 0.00% | -66.7% |
AMRN | New | AMARIN CORP PLCspons adr new | $17 | – | 11,050 | +100.0% | 0.00% | – |
GORO | Sell | GOLD RESOURCE CORP | $16 | -100.0% | 15,212 | -40.6% | 0.00% | -66.7% |
GTE | GRAN TIERRA ENERGY INC | $13 | -100.0% | 15,000 | 0.0% | 0.00% | 0.0% | |
ZOM | Sell | ZOMEDICA CORP | $10 | -100.0% | 47,623 | -5.9% | 0.00% | 0.0% |
PAGS | PAGSEGURO DIGITAL LTD | $9 | -100.0% | 22,000 | 0.0% | 0.00% | 0.0% | |
LILIUM N V | $11 | -100.0% | 16,200 | 0.0% | 0.00% | -50.0% | ||
BERKSHIRE GREY INC | $15 | -100.0% | 10,700 | 0.0% | 0.00% | 0.0% | ||
MBIO | MUSTANG BIO INC | $6 | -100.0% | 15,538 | 0.0% | 0.00% | -100.0% | |
EVGO | EVGO INC | $1 | -100.0% | 15,500 | 0.0% | 0.00% | – | |
CBIO | New | CATALYST BIOSCIENCES INC | $2 | – | 10,345 | +100.0% | 0.00% | – |
EUSB | Exit | ISHARES TResg adv ttl usd | $0 | – | -15,550 | -100.0% | 0.00% | – |
EPI | Exit | WISDOMTREE TRindia erngs fd | $0 | – | -20,000 | -100.0% | 0.00% | – |
ECON | Exit | COLUMBIA ETF TR IIemrg markets etf | $0 | – | -14,570 | -100.0% | 0.00% | – |
WSO | Exit | WATSCO INC | $0 | – | -20,000 | -100.0% | 0.00% | – |
TDOC | Exit | TELADOC HEALTH INC | $0 | – | -21,200 | -100.0% | 0.00% | – |
BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -33,000 | -100.0% | 0.00% | – |
BBAX | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $2 | -100.0% | 5,000,000 | 0.0% | 0.00% | – | |
WTER | New | ALKALINE WTR CO INC | $3 | – | 20,000 | +100.0% | 0.00% | – |
FAX | Exit | ABRDN ASIA PACIFIC INCOME FU | $0 | – | -52,547 | -100.0% | -0.00% | – |
XL | Exit | XL FLEET CORP | $0 | – | -25,700 | -100.0% | -0.00% | – |
BITQ | Exit | EXCHANGE TRADED CONCEPTS TRbitwise crypto | $0 | – | -10,818 | -100.0% | -0.00% | – |
RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -11,050 | -100.0% | -0.00% | – |
TECH | Exit | BIO-TECHNE CORP | $0 | – | -19,885 | -100.0% | -0.01% | – |
ICHR | Exit | ICHOR HOLDINGS | $0 | – | -11,519 | -100.0% | -0.01% | – |
Exit | AURORA INNOVATION INC*w exp 11/03/202 | $0 | – | -15,917 | -100.0% | -0.01% | – | |
MAS | Exit | MASCO CORP | $0 | – | -12,811 | -100.0% | -0.01% | – |
Exit | COMPOSECURE INC | $0 | – | -16,825 | -100.0% | -0.01% | – | |
CQP | Exit | CHENIERE ENERGY PARTNERS LP | $0 | – | -10,000 | -100.0% | -0.01% | – |
EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -12,280 | -100.0% | -0.01% | – |
IPO | Exit | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | -10,158 | -100.0% | -0.02% | – |
UMBF | Exit | UMB FINL CORP | $0 | – | -26,852 | -100.0% | -0.02% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -279 | -100.0% | -0.02% | – |
NTAP | Exit | NETAPP INC | $0 | – | -5,948 | -100.0% | -0.02% | – |
CSX | Exit | CSX CORP | $0 | – | -6,487 | -100.0% | -0.02% | – |
SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -1,796 | -100.0% | -0.02% | – |
XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -760 | -100.0% | -0.02% | – |
LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -3,936 | -100.0% | -0.02% | – |
ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -8,036 | -100.0% | -0.02% | – |
IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,638 | -100.0% | -0.02% | – |
GOF | Exit | GUGGENHEIM STRATEGIC OPPORTU | $0 | – | -14,894 | -100.0% | -0.02% | – |
NSL | Exit | NUVEEN SR INCOME FD | $0 | – | -2,000 | -100.0% | -0.02% | – |
BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -11,884 | -100.0% | -0.02% | – |
IDA | Exit | IDACORP INC | $0 | – | -2,273 | -100.0% | -0.02% | – |
KRC | Exit | KILROY RLTY CORP | $0 | – | -6,181 | -100.0% | -0.02% | – |
CMDY | Exit | ISHARES U S ETF TRbloomberg roll | $0 | – | -4,699 | -100.0% | -0.02% | – |
Exit | VIRGIN ORBIT HOLDINGS INC | $0 | – | -1,378 | -100.0% | -0.02% | – | |
ASIX | Exit | ADVANSIX INC | $0 | – | -484 | -100.0% | -0.02% | – |
VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -2,521 | -100.0% | -0.02% | – |
FDUS | Exit | FIDUS INVT CORP | $0 | – | -14,650 | -100.0% | -0.02% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -8,938 | -100.0% | -0.02% | – |
JO | Exit | BARCLAYS BANK PLCetn lkd 48 | $0 | – | -15,485 | -100.0% | -0.02% | – |
BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,129 | -100.0% | -0.02% | – |
BKNG | Exit | BOOKING HLDGS INC | $0 | – | -156 | -100.0% | -0.03% | – |
LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -3,292 | -100.0% | -0.03% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -4,139 | -100.0% | -0.03% | – |
FTNT | Exit | FORTINET INC | $0 | – | -7,201 | -100.0% | -0.03% | – |
DIVO | Exit | AMPLIFY ETF TRcwp enhanced div | $0 | – | -16,695 | -100.0% | -0.03% | – |
AFL | Exit | AFLAC INC | $0 | – | -5,009 | -100.0% | -0.03% | – |
COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -8,061 | -100.0% | -0.03% | – |
NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -1,565 | -100.0% | -0.03% | – |
LIN | Exit | LINDE PLC | $0 | – | -1,180 | -100.0% | -0.03% | – |
IJT | Exit | ISHARESsp smcp600gr etf | $0 | – | -7,775 | -100.0% | -0.04% | – |
WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -4,629 | -100.0% | -0.04% | – |
ROST | Exit | ROSS STORES INC | $0 | – | -2,848 | -100.0% | -0.04% | – |
KEX | Exit | KIRBY CORP | $0 | – | -26,450 | -100.0% | -0.04% | – |
SAGE | Exit | SAGE THERAPEUTICS INC | $0 | – | -4,268 | -100.0% | -0.04% | – |
POWI | Exit | POWER INTEGRATIONS INC | $0 | – | -6,161 | -100.0% | -0.04% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -4,126 | -100.0% | -0.04% | – |
APPS | Exit | DIGITAL TURBINE INC | $0 | – | -681,186 | -100.0% | -0.05% | – |
DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -35,733 | -100.0% | -0.05% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -12,859 | -100.0% | -0.05% | – |
EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -10,520 | -100.0% | -0.05% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -6,999 | -100.0% | -0.05% | – |
NAT | Exit | NORDIC AMERICAN TANKERS LIMI | $0 | – | -74,841 | -100.0% | -0.07% | – |
OCSL | Exit | OAKTREE SPECIALTY LENDING CO | $0 | – | -114,583 | -100.0% | -0.07% | – |
AIZ | Exit | ASSURANT INC | $0 | – | -4,619 | -100.0% | -0.08% | – |
GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -31,165 | -100.0% | -0.08% | – |
KMDA | Exit | KAMADA LTD | $0 | – | -126,494 | -100.0% | -0.08% | – |
Exit | POLESTAR AUTOMOTIVE HLDG UKads a | $0 | – | -69,553 | -100.0% | -0.09% | – | |
JPS | Exit | NUVEEN PREFERRED SECURITIES | $0 | – | -21,023 | -100.0% | -0.09% | – |
XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -24,829 | -100.0% | -0.10% | – |
OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -4,322 | -100.0% | -0.12% | – |
BLV | Exit | VANGUARD BD INDEX FD INClong term bond | $0 | – | -124,331 | -100.0% | -0.14% | – |
MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -27,187 | -100.0% | -0.24% | – |
EIC | Exit | EAGLE POINT INCOME COMPANY I | $0 | – | -294,000 | -100.0% | -0.27% | – |
MQ | Exit | MARQETA INC | $0 | – | -300,880 | -100.0% | -0.30% | – |
Exit | NOBLE CORP PLC | $0 | – | -313,332 | -100.0% | -0.31% | – | |
JMUB | Exit | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $0 | – | -75,274 | -100.0% | -0.33% | – |
SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -158,506 | -100.0% | -0.41% | – |
SPLB | Exit | SPDR SER TRportfolio ln cor | $0 | – | -116,641 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-05-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 40 | Q3 2023 | 7.0% |
BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 2.3% |
ISHARES | 40 | Q3 2023 | 1.3% |
CISCO SYS INC | 40 | Q3 2023 | 1.6% |
EXXON MOBIL CORP | 40 | Q3 2023 | 1.5% |
CASEYS GEN STORES INC | 40 | Q3 2023 | 0.8% |
VERIZON COMMUNICATIONS INC | 40 | Q3 2023 | 0.8% |
AT&T INC | 40 | Q3 2023 | 0.8% |
ISHARES | 40 | Q3 2023 | 0.5% |
ISHARES | 40 | Q3 2023 | 0.5% |
View Arete Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-09 |
13F-HR/A | 2023-05-22 |
13F-HR | 2023-05-01 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
View Arete Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.