$4.52 Billion is the total value of Stratos Wealth Partners, LTD.'s 1253 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $185,856,000 | +27.8% | 1,046,663 | +1.9% | 4.11% | +11.2% |
VOO | Buy | VANGUARD INDEX FDS | $176,889,000 | +12.4% | 405,178 | +1.5% | 3.92% | -2.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $88,778,000 | +14.2% | 186,120 | +3.1% | 1.96% | -0.7% |
MSFT | Buy | MICROSOFT CORP | $88,302,000 | +21.9% | 262,554 | +2.2% | 1.96% | +6.0% |
AMZN | Buy | AMAZON COM INC | $80,281,000 | +2.3% | 24,076 | +0.8% | 1.78% | -11.1% |
QQQ | New | INVESCO QQQ TRunit ser 1 | $79,972,000 | – | 201,011 | +100.0% | 1.77% | – |
IDEV | Buy | ISHARES TRcore msci intl | $77,899,000 | +3.6% | 1,153,030 | +2.5% | 1.72% | -9.9% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $64,329,000 | +2.2% | 351,793 | +1.9% | 1.42% | -11.2% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $49,622,000 | +11.4% | 175,294 | +3.5% | 1.10% | -3.1% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $41,951,000 | +10.0% | 257,765 | +1.2% | 0.93% | -4.3% |
HD | Buy | HOME DEPOT INC | $41,424,000 | +27.2% | 99,813 | +0.6% | 0.92% | +10.6% |
GSEW | Buy | GOLDMAN SACHS ETF TRequal weight us | $40,501,000 | +7.0% | 566,520 | +0.0% | 0.90% | -7.0% |
IEMG | Buy | ISHARES INCcore msci emkt | $40,095,000 | +1.4% | 669,819 | +4.7% | 0.89% | -11.7% |
IJR | Buy | ISHARES TRcore s&p scp etf | $39,879,000 | +11.1% | 348,258 | +6.0% | 0.88% | -3.4% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $37,175,000 | +11.7% | 12,832 | +3.1% | 0.82% | -2.8% |
JPM | Buy | JPMORGAN CHASE & CO | $36,791,000 | -0.9% | 232,341 | +2.5% | 0.81% | -13.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $36,132,000 | +14.1% | 322,290 | +5.1% | 0.80% | -0.7% |
TIP | Buy | ISHARES TRtips bd etf | $36,105,000 | +11.8% | 279,452 | +10.5% | 0.80% | -2.8% |
DLN | Buy | WISDOMTREE TRus largecap divd | $35,632,000 | +10.3% | 539,557 | +99.3% | 0.79% | -4.0% |
NVDA | Buy | NVIDIA CORPORATION | $32,831,000 | +46.7% | 111,629 | +3.3% | 0.73% | +27.5% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $32,416,000 | +63.4% | 186,439 | +40.3% | 0.72% | +42.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $32,436,000 | +13.6% | 134,345 | +4.5% | 0.72% | -1.2% |
FB | Buy | META PLATFORMS INCcl a | $30,280,000 | +3.4% | 90,024 | +4.3% | 0.67% | -10.1% |
FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $25,766,000 | – | 304,738 | +100.0% | 0.57% | – |
IEFA | Buy | ISHARES TRcore msci eafe | $24,253,000 | +3.7% | 324,930 | +3.2% | 0.54% | -9.7% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $23,902,000 | +16.4% | 74,482 | +5.3% | 0.53% | +1.1% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $23,897,000 | +13.3% | 78,201 | +1.6% | 0.53% | -1.5% |
SPTI | Buy | SPDR SER TRportfli intrmdit | $23,860,000 | +194.6% | 744,470 | +197.0% | 0.53% | +156.3% |
NTSX | New | WISDOMTREE TRus efficient cor | $23,867,000 | – | 538,383 | +100.0% | 0.53% | – |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $23,722,000 | +12.2% | 161,254 | +3.3% | 0.52% | -2.4% |
TSLA | Buy | TESLA INC | $23,020,000 | +36.6% | 21,783 | +0.2% | 0.51% | +18.9% |
PG | Buy | PROCTER AND GAMBLE CO | $22,336,000 | +17.3% | 136,542 | +0.2% | 0.49% | +1.9% |
ACN | Buy | ACCENTURE PLC IRELAND | $21,594,000 | +32.2% | 52,091 | +2.0% | 0.48% | +14.9% |
COST | Buy | COSTCO WHSL CORP NEW | $21,400,000 | +31.2% | 37,696 | +3.8% | 0.47% | +14.2% |
GOOG | Buy | ALPHABET INCcap stk cl c | $20,254,000 | +11.5% | 6,999 | +2.7% | 0.45% | -3.0% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $20,207,000 | +7.5% | 89,409 | +4.0% | 0.45% | -6.7% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $18,154,000 | +174.4% | 223,411 | +178.3% | 0.40% | +139.3% |
ABBV | Buy | ABBVIE INC | $17,681,000 | +27.9% | 130,579 | +1.9% | 0.39% | +11.1% |
DIS | Buy | DISNEY WALT CO | $17,232,000 | -5.4% | 111,254 | +3.3% | 0.38% | -17.9% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $17,068,000 | +13.9% | 664,885 | +15.4% | 0.38% | -0.8% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $16,914,000 | +9.1% | 672,808 | +9.8% | 0.37% | -5.3% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $15,798,000 | +18.4% | 23,676 | +1.4% | 0.35% | +2.9% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $15,732,000 | +14.2% | 52,615 | +4.3% | 0.35% | -0.9% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $15,488,000 | +16.7% | 359,845 | +6.3% | 0.34% | +1.5% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $14,976,000 | +13.8% | 235,581 | +13.3% | 0.33% | -0.9% |
PFE | Buy | PFIZER INC | $14,578,000 | +43.8% | 246,869 | +4.7% | 0.32% | +25.2% |
IWR | Buy | ISHARES TRrus mid cap etf | $14,513,000 | +38.2% | 174,831 | +30.2% | 0.32% | +20.2% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $14,424,000 | +117.0% | 556,273 | +120.0% | 0.32% | +88.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $14,342,000 | -0.6% | 276,015 | +3.3% | 0.32% | -13.6% |
GTIP | Buy | GOLDMAN SACHS ETF TRaccess inflati | $13,954,000 | +1.3% | 238,685 | +0.0% | 0.31% | -12.0% |
ZTS | Buy | ZOETIS INCcl a | $13,599,000 | +28.9% | 55,726 | +2.5% | 0.30% | +11.9% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $13,133,000 | +4.5% | 257,214 | +3.3% | 0.29% | -9.1% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $13,061,000 | +33.1% | 334,457 | +27.9% | 0.29% | +15.6% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $13,016,000 | +52.2% | 251,859 | +52.9% | 0.29% | +32.1% |
DGRO | Buy | ISHARES TRcore div grwth | $12,947,000 | +11.3% | 232,941 | +0.6% | 0.29% | -3.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $12,777,000 | +28.6% | 51,815 | +4.2% | 0.28% | +11.9% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,770,000 | +55.6% | 350,055 | +54.5% | 0.28% | +35.4% |
NEE | Buy | NEXTERA ENERGY INC | $12,598,000 | +23.8% | 134,935 | +4.1% | 0.28% | +7.7% |
IYW | Buy | ISHARES TRu.s. tech etf | $12,453,000 | +21.5% | 108,457 | +7.1% | 0.28% | +5.7% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $12,296,000 | +69.9% | 146,957 | +50.0% | 0.27% | +47.8% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $12,074,000 | +13.4% | 233,129 | +3.9% | 0.27% | -1.5% |
XOM | Buy | EXXON MOBIL CORP | $12,014,000 | +6.7% | 196,338 | +2.5% | 0.27% | -7.3% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $11,808,000 | +20.1% | 46,349 | +11.6% | 0.26% | +4.4% |
BAC | Buy | BK OF AMERICA CORP | $11,533,000 | +8.4% | 259,227 | +3.4% | 0.26% | -5.9% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $11,439,000 | +37.5% | 157,844 | +21.4% | 0.25% | +19.3% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $11,299,000 | +44.6% | 80,200 | +30.7% | 0.25% | +25.6% |
IAU | Buy | ISHARES GOLD TRishares new | $10,997,000 | +26.8% | 315,917 | +21.7% | 0.24% | +10.0% |
MRK | Buy | MERCK & CO INC | $10,782,000 | +13.7% | 140,685 | +11.4% | 0.24% | -0.8% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $10,680,000 | +4.6% | 58,741 | +1.0% | 0.24% | -9.2% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $10,397,000 | +6.1% | 351,023 | +6.9% | 0.23% | -8.0% |
PYPL | Buy | PAYPAL HLDGS INC | $10,175,000 | -13.4% | 53,953 | +19.5% | 0.22% | -24.7% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $9,993,000 | +81.7% | 27,503 | +69.2% | 0.22% | +57.9% |
GLD | Buy | SPDR GOLD TR | $9,989,000 | +17.7% | 58,429 | +13.1% | 0.22% | +2.3% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $10,002,000 | +14.0% | 86,218 | +0.0% | 0.22% | -0.9% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $9,934,000 | +13.5% | 27,647 | +9.8% | 0.22% | -1.3% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $9,795,000 | +22.3% | 216,216 | +23.3% | 0.22% | +6.4% |
CSCO | Buy | CISCO SYS INC | $9,757,000 | +19.6% | 153,970 | +2.7% | 0.22% | +3.8% |
SPMB | Buy | SPDR SER TRportfli mortgage | $9,475,000 | +36.2% | 373,333 | +38.0% | 0.21% | +18.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $9,444,000 | +6.6% | 42,454 | +4.8% | 0.21% | -7.5% |
SHW | Buy | SHERWIN WILLIAMS CO | $9,205,000 | +28.6% | 26,138 | +2.1% | 0.20% | +12.1% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $8,927,000 | +13.7% | 54,515 | +2.8% | 0.20% | -1.0% |
INTC | Buy | INTEL CORP | $8,766,000 | -1.8% | 170,208 | +1.6% | 0.19% | -14.5% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $8,732,000 | +39.2% | 184,448 | +42.1% | 0.19% | +20.6% |
SDY | Buy | SPDR SER TRs&p divid etf | $8,594,000 | +11.7% | 66,559 | +1.7% | 0.19% | -3.1% |
FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,492,000 | – | 417,892 | +100.0% | 0.19% | – |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $8,512,000 | +94.5% | 124,022 | +72.4% | 0.19% | +69.4% |
AVGO | Buy | BROADCOM INC | $8,361,000 | +43.1% | 12,565 | +4.3% | 0.18% | +24.2% |
CRM | Buy | SALESFORCE COM INC | $8,170,000 | -3.8% | 32,149 | +2.7% | 0.18% | -16.2% |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $8,079,000 | +55.1% | 177,049 | +56.4% | 0.18% | +34.6% |
New | INDAPTUS THERAPEUTICS INC | $7,914,000 | – | 1,388,356 | +100.0% | 0.18% | – | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,857,000 | +3.8% | 158,859 | +5.0% | 0.17% | -9.8% |
APH | Buy | AMPHENOL CORP NEWcl a | $7,830,000 | +20.3% | 89,522 | +0.7% | 0.17% | +4.2% |
ORCL | Buy | ORACLE CORP | $7,748,000 | +4.0% | 88,837 | +3.9% | 0.17% | -9.5% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $7,784,000 | +16.3% | 45,875 | +1.9% | 0.17% | +1.2% |
RSG | Buy | REPUBLIC SVCS INC | $7,724,000 | +20.2% | 55,391 | +3.5% | 0.17% | +4.3% |
AMT | Buy | AMERICAN TOWER CORP NEW | $7,700,000 | +16.7% | 26,325 | +5.9% | 0.17% | +1.2% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $7,671,000 | +19.4% | 35,789 | +1.4% | 0.17% | +3.7% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $7,701,000 | +10.8% | 34,843 | +0.7% | 0.17% | -4.0% |
CSQ | Buy | CALAMOS STRATEGIC TOTAL RETU | $7,613,000 | +11.5% | 394,642 | +2.4% | 0.17% | -2.9% |
IVE | Buy | ISHARES TRs&p 500 val etf | $7,613,000 | +11.2% | 48,605 | +3.2% | 0.17% | -2.9% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $7,538,000 | +37.6% | 208,508 | +39.0% | 0.17% | +20.1% |
BA | Buy | BOEING CO | $7,504,000 | -5.7% | 37,274 | +3.0% | 0.17% | -18.2% |
APD | Buy | AIR PRODS & CHEMS INC | $7,329,000 | +26.1% | 24,088 | +6.2% | 0.16% | +9.5% |
T | Buy | AT&T INC | $7,218,000 | -5.9% | 293,398 | +3.3% | 0.16% | -17.9% |
LLY | Buy | LILLY ELI & CO | $6,974,000 | +34.7% | 25,247 | +12.7% | 0.15% | +16.7% |
NKE | Buy | NIKE INCcl b | $6,942,000 | +17.8% | 41,651 | +2.7% | 0.15% | +2.7% |
PNC | Buy | PNC FINL SVCS GROUP INC | $6,895,000 | +6.8% | 34,386 | +4.2% | 0.15% | -6.7% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $6,873,000 | +91.3% | 47,762 | +36.8% | 0.15% | +67.0% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $6,882,000 | +2.8% | 51,491 | +6.9% | 0.15% | -10.6% |
CVX | Buy | CHEVRON CORP NEW | $6,812,000 | +23.9% | 58,047 | +7.2% | 0.15% | +7.9% |
WMT | Buy | WALMART INC | $6,823,000 | +9.4% | 47,157 | +5.4% | 0.15% | -5.0% |
EL | Buy | LAUDER ESTEE COS INCcl a | $6,771,000 | +26.7% | 18,290 | +2.7% | 0.15% | +10.3% |
GILD | Buy | GILEAD SCIENCES INC | $6,703,000 | +4.6% | 92,309 | +0.6% | 0.15% | -9.2% |
GLDM | New | WORLD GOLD TRspdr gld minis | $6,484,000 | – | 356,677 | +100.0% | 0.14% | – |
LRCX | Buy | LAM RESEARCH CORP | $6,440,000 | +33.4% | 8,954 | +5.6% | 0.14% | +16.3% |
KO | Buy | COCA COLA CO | $6,410,000 | +17.6% | 108,253 | +4.2% | 0.14% | +2.2% |
KMB | Buy | KIMBERLY-CLARK CORP | $6,386,000 | +11.1% | 44,681 | +3.0% | 0.14% | -3.4% |
A | Buy | AGILENT TECHNOLOGIES INC | $6,384,000 | +4.1% | 39,988 | +2.7% | 0.14% | -9.6% |
PGR | Buy | PROGRESSIVE CORP | $6,211,000 | +17.3% | 60,509 | +3.3% | 0.14% | +1.5% |
SBUX | Buy | STARBUCKS CORP | $6,058,000 | +8.8% | 51,786 | +2.6% | 0.13% | -5.6% |
BCX | Buy | BLACKROCK RES & COMMODITIES | $5,954,000 | +13.8% | 636,835 | +8.7% | 0.13% | -0.8% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,964,000 | +3.2% | 21,163 | +2.6% | 0.13% | -10.2% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $5,914,000 | +13.1% | 10,429 | +14.8% | 0.13% | -1.5% |
SWK | Buy | STANLEY BLACK & DECKER INC | $5,850,000 | +9.4% | 31,014 | +1.7% | 0.13% | -4.4% |
TGT | New | TARGET CORP | $5,777,000 | – | 24,960 | +100.0% | 0.13% | – |
WSO | Buy | WATSCO INC | $5,795,000 | +21.9% | 18,522 | +3.1% | 0.13% | +5.8% |
UNP | Buy | UNION PAC CORP | $5,704,000 | +32.3% | 22,640 | +2.9% | 0.13% | +14.5% |
MKC | Buy | MCCORMICK & CO INC | $5,595,000 | +24.1% | 57,913 | +4.1% | 0.12% | +7.8% |
WEC | Buy | WEC ENERGY GROUP INC | $5,537,000 | +15.4% | 57,036 | +4.8% | 0.12% | +0.8% |
BX | Buy | BLACKSTONE INC | $5,463,000 | +14.0% | 42,219 | +2.4% | 0.12% | -0.8% |
PFF | Buy | ISHARES TRpfd and incm sec | $5,415,000 | +7.5% | 137,339 | +5.8% | 0.12% | -6.2% |
HEI | Buy | HEICO CORP NEW | $5,389,000 | +10.9% | 37,363 | +1.4% | 0.12% | -4.0% |
FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $5,290,000 | +8.0% | 107,583 | +0.6% | 0.12% | -6.4% |
RNRG | Buy | GLOBAL X FDSrenewable energy | $5,238,000 | +25.8% | 334,454 | +25.4% | 0.12% | +9.4% |
ITW | Buy | ILLINOIS TOOL WKS INC | $5,134,000 | +25.0% | 20,803 | +4.7% | 0.11% | +8.6% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $5,049,000 | +17.2% | 24,695 | +2.9% | 0.11% | +1.8% |
FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $5,027,000 | – | 22,230 | +100.0% | 0.11% | – |
SNA | Buy | SNAP ON INC | $4,887,000 | +9.2% | 22,689 | +5.9% | 0.11% | -5.3% |
SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $4,759,000 | +30.1% | 45,623 | +31.4% | 0.10% | +12.9% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,671,000 | +19.0% | 112,590 | +22.0% | 0.10% | +3.0% |
INTU | Buy | INTUIT | $4,572,000 | +29.0% | 7,108 | +8.2% | 0.10% | +12.2% |
AXP | Buy | AMERICAN EXPRESS CO | $4,531,000 | +1.4% | 27,696 | +3.9% | 0.10% | -12.3% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $4,470,000 | +511.5% | 90,895 | +514.2% | 0.10% | +421.1% |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,490,000 | +18.8% | 7,543 | +2.8% | 0.10% | +3.1% |
DLR | Buy | DIGITAL RLTY TR INC | $4,360,000 | +25.0% | 24,649 | +2.1% | 0.10% | +9.0% |
MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $4,322,000 | +8.8% | 53,016 | +1.0% | 0.10% | -5.0% |
SPIP | Buy | SPDR SER TRportfli tips etf | $4,317,000 | +37.3% | 137,051 | +35.6% | 0.10% | +20.0% |
DVY | Buy | ISHARES TRselect divid etf | $4,278,000 | +12.0% | 34,895 | +4.8% | 0.10% | -2.1% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $4,251,000 | +0.6% | 49,692 | +1.4% | 0.09% | -13.0% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $4,228,000 | +225.7% | 46,246 | +225.8% | 0.09% | +184.8% |
JPS | Buy | NUVEEN PFD & INCM SECURTIES | $4,228,000 | +22.3% | 434,964 | +23.3% | 0.09% | +6.8% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $4,258,000 | +26.4% | 43,364 | +14.0% | 0.09% | +9.3% |
VFC | Buy | V F CORP | $4,225,000 | +15.7% | 57,702 | +5.8% | 0.09% | +1.1% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,137,000 | +12.1% | 51,181 | +3.0% | 0.09% | -2.1% |
F | Buy | FORD MTR CO DEL | $4,176,000 | +60.4% | 201,057 | +9.3% | 0.09% | +39.4% |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $4,038,000 | – | 10,940 | +100.0% | 0.09% | – |
IWP | Buy | ISHARES TRrus md cp gr etf | $4,022,000 | +10.2% | 34,906 | +7.2% | 0.09% | -4.3% |
NSC | Buy | NORFOLK SOUTHN CORP | $3,954,000 | +38.9% | 13,282 | +11.6% | 0.09% | +22.2% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $3,945,000 | +14.8% | 22,755 | +1.1% | 0.09% | 0.0% |
MUB | Buy | ISHARES TRnational mun etf | $3,930,000 | +53.5% | 33,800 | +53.4% | 0.09% | +33.8% |
SO | Buy | SOUTHERN CO | $3,877,000 | +16.5% | 56,537 | +5.3% | 0.09% | +1.2% |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $3,829,000 | +7.0% | 172,572 | +6.3% | 0.08% | -6.6% |
MMM | Buy | 3M CO | $3,760,000 | +12.1% | 21,168 | +10.8% | 0.08% | -2.4% |
AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $3,686,000 | – | 46,221 | +100.0% | 0.08% | – |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,694,000 | +1.4% | 77,078 | +1.3% | 0.08% | -11.8% |
BFB | Buy | BROWN FORMAN CORPcl b | $3,709,000 | +9.0% | 50,904 | +0.2% | 0.08% | -5.7% |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $3,643,000 | – | 42,326 | +100.0% | 0.08% | – |
WFC | Buy | WELLS FARGO CO NEW | $3,610,000 | +11.1% | 75,246 | +7.5% | 0.08% | -3.6% |
DUK | Buy | DUKE ENERGY CORP NEW | $3,577,000 | +10.7% | 34,099 | +3.0% | 0.08% | -3.7% |
SYK | Buy | STRYKER CORPORATION | $3,556,000 | +2.5% | 13,296 | +1.1% | 0.08% | -10.2% |
TROW | Buy | PRICE T ROWE GROUP INC | $3,591,000 | +9.9% | 18,262 | +9.9% | 0.08% | -4.8% |
TSCO | Buy | TRACTOR SUPPLY CO | $3,472,000 | +23.1% | 14,551 | +4.5% | 0.08% | +6.9% |
IYR | Buy | ISHARES TRu.s. real es etf | $3,489,000 | +689.4% | 30,039 | +596.3% | 0.08% | +600.0% |
STOR | Buy | STORE CAP CORP | $3,412,000 | +9.9% | 99,198 | +2.3% | 0.08% | -3.8% |
XLC | Buy | SELECT SECTOR SPDR TR | $3,437,000 | +53.2% | 44,250 | +58.1% | 0.08% | +33.3% |
CLX | Buy | CLOROX CO DEL | $3,403,000 | +5.4% | 19,515 | +0.1% | 0.08% | -8.5% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $3,355,000 | +45.2% | 63,056 | +32.5% | 0.07% | +25.4% |
CMCSA | Buy | COMCAST CORP NEWcl a | $3,349,000 | -7.6% | 66,535 | +2.6% | 0.07% | -19.6% |
OUSA | Buy | OSI ETF TRoshares us qualt | $3,256,000 | +26.3% | 69,913 | +12.8% | 0.07% | +9.1% |
FTNT | New | FORTINET INC | $3,230,000 | – | 8,987 | +100.0% | 0.07% | – |
EQIX | Buy | EQUINIX INC | $3,205,000 | +11.7% | 3,788 | +4.3% | 0.07% | -2.7% |
CAT | Buy | CATERPILLAR INC | $3,197,000 | +13.1% | 15,461 | +5.0% | 0.07% | -1.4% |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $3,226,000 | +16.7% | 90,726 | +7.5% | 0.07% | +1.4% |
FAST | Buy | FASTENAL CO | $3,150,000 | +35.3% | 49,173 | +9.0% | 0.07% | +18.6% |
ARCC | Buy | ARES CAPITAL CORP | $3,098,000 | +25.8% | 146,207 | +20.7% | 0.07% | +9.5% |
BCE | Buy | BCE INC | $3,087,000 | +10.2% | 59,326 | +6.0% | 0.07% | -4.2% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $3,058,000 | +10.0% | 56,385 | +4.9% | 0.07% | -4.2% |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $3,025,000 | +6.6% | 69,830 | +7.3% | 0.07% | -6.9% |
IYE | New | ISHARES TRu.s. energy etf | $3,006,000 | – | 99,852 | +100.0% | 0.07% | – |
STE | Buy | STERIS PLC | $3,038,000 | +23.9% | 12,481 | +4.0% | 0.07% | +8.1% |
DG | Buy | DOLLAR GEN CORP NEW | $2,991,000 | +13.4% | 12,683 | +2.0% | 0.07% | -1.5% |
SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $2,966,000 | – | 37,541 | +100.0% | 0.07% | – |
PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $2,934,000 | +8.3% | 77,061 | +1.7% | 0.06% | -5.8% |
SQ | Buy | BLOCK INCcl a | $2,947,000 | -27.8% | 18,248 | +7.2% | 0.06% | -37.5% |
BDX | Buy | BECTON DICKINSON & CO | $2,953,000 | +6.1% | 11,743 | +3.7% | 0.06% | -8.5% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,903,000 | +74.0% | 54,989 | +60.6% | 0.06% | +52.4% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,890,000 | +34.7% | 68,810 | +25.0% | 0.06% | +16.4% |
MO | Buy | ALTRIA GROUP INC | $2,849,000 | +11.8% | 60,122 | +7.4% | 0.06% | -3.1% |
ATO | New | ATMOS ENERGY CORP | $2,829,000 | – | 27,005 | +100.0% | 0.06% | – |
ATKR | Buy | ATKORE INC | $2,831,000 | +79.1% | 25,464 | +40.0% | 0.06% | +57.5% |
SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $2,820,000 | +16.6% | 62,269 | +9.0% | 0.06% | 0.0% |
NDAQ | Buy | NASDAQ INC | $2,765,000 | +14.7% | 13,166 | +5.5% | 0.06% | 0.0% |
SPBO | Buy | SPDR SER TRportfolio crport | $2,715,000 | +986.0% | 77,994 | +996.7% | 0.06% | +900.0% |
FGD | Buy | FIRST TR EXCHANGE TRADED FDdj glbl divid | $2,709,000 | +17.9% | 107,841 | +17.3% | 0.06% | +3.4% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,725,000 | +45.6% | 10,859 | +22.3% | 0.06% | +25.0% |
SPHY | New | SPDR SER TRportfli high yld | $2,684,000 | – | 101,019 | +100.0% | 0.06% | – |
PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $2,652,000 | +17.2% | 32,834 | +7.4% | 0.06% | +1.7% |
SPGI | Buy | S&P GLOBAL INC | $2,668,000 | +26.2% | 5,654 | +13.6% | 0.06% | +9.3% |
SCHW | Buy | SCHWAB CHARLES CORP | $2,628,000 | +26.3% | 31,243 | +9.4% | 0.06% | +9.4% |
DE | Buy | DEERE & CO | $2,584,000 | +5.2% | 7,534 | +2.8% | 0.06% | -9.5% |
STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $2,583,000 | – | 52,609 | +100.0% | 0.06% | – |
EFAV | Buy | ISHARES TRmsci eafe min vl | $2,590,000 | +2.3% | 33,735 | +0.3% | 0.06% | -10.9% |
LH | Buy | LABORATORY CORP AMER HLDGS | $2,536,000 | +21.6% | 8,070 | +9.0% | 0.06% | +5.7% |
FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $2,545,000 | +98.8% | 26,846 | +78.5% | 0.06% | +69.7% |
BMO | Buy | BANK MONTREAL QUE | $2,488,000 | +29.8% | 23,095 | +20.2% | 0.06% | +12.2% |
BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $2,477,000 | +15.5% | 13,547 | +5.2% | 0.06% | 0.0% |
OKE | Buy | ONEOK INC NEW | $2,433,000 | +5.6% | 41,413 | +4.2% | 0.05% | -8.5% |
VLO | Buy | VALERO ENERGY CORP | $2,437,000 | +20.6% | 32,446 | +13.3% | 0.05% | +5.9% |
AOR | Buy | ISHARES TRgrwt allocat etf | $2,421,000 | +89.0% | 42,419 | +83.7% | 0.05% | +63.6% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,398,000 | +33.7% | 47,669 | +34.2% | 0.05% | +15.2% |
CSX | Buy | CSX CORP | $2,410,000 | +122.5% | 64,104 | +76.0% | 0.05% | +89.3% |
PDI | Buy | PIMCO DYNAMIC INCOME FD | $2,385,000 | +23.6% | 92,046 | +26.8% | 0.05% | +8.2% |
VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $2,358,000 | – | 90,981 | +100.0% | 0.05% | – |
DOW | Buy | DOW INC | $2,348,000 | +21.6% | 41,403 | +23.4% | 0.05% | +6.1% |
FANG | Buy | DIAMONDBACK ENERGY INC | $2,325,000 | +15.2% | 21,557 | +1.1% | 0.05% | 0.0% |
XEL | Buy | XCEL ENERGY INC | $2,243,000 | +18.9% | 33,127 | +9.7% | 0.05% | +4.2% |
CASY | Buy | CASEYS GEN STORES INC | $2,247,000 | +9.2% | 11,384 | +4.2% | 0.05% | -3.8% |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $2,258,000 | +60.3% | 24,328 | +50.5% | 0.05% | +38.9% |
CLF | Buy | CLEVELAND-CLIFFS INC NEW | $2,262,000 | +17.7% | 103,912 | +7.1% | 0.05% | +2.0% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $2,253,000 | +8.0% | 26,424 | +0.3% | 0.05% | -5.7% |
AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $2,234,000 | – | 35,249 | +100.0% | 0.05% | – |
HYMB | New | SPDR SER TRnuveen bloomberg | $2,228,000 | – | 37,078 | +100.0% | 0.05% | – |
IXN | Buy | ISHARES TRglobal tech etf | $2,216,000 | +19.5% | 34,421 | +5.2% | 0.05% | +4.3% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,235,000 | +11.6% | 25,121 | +1.9% | 0.05% | -3.9% |
KORP | Buy | AMERICAN CENTY ETF TRdiversifid crp | $2,235,000 | +17.7% | 43,140 | +19.0% | 0.05% | +2.1% |
POTX | Buy | GLOBAL X FDScannabis etf | $2,160,000 | +1918.7% | 371,156 | +3014.8% | 0.05% | +1500.0% |
MILN | Buy | GLOBAL X FDSmillennial consu | $2,101,000 | +1.9% | 49,353 | +2.8% | 0.05% | -9.6% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $2,143,000 | +10.3% | 142,836 | +10.5% | 0.05% | -4.1% |
FCTR | Buy | FIRST TR EXCHANGE-TRADED FDlunt us factor | $2,118,000 | +374.9% | 59,582 | +354.0% | 0.05% | +327.3% |
MDT | Buy | MEDTRONIC PLC | $2,106,000 | -11.5% | 20,358 | +7.2% | 0.05% | -23.0% |
CHY | Buy | CALAMOS CONV & HIGH INCOME F | $2,105,000 | +4.3% | 130,099 | +0.7% | 0.05% | -7.8% |
JKHY | Buy | HENRY JACK & ASSOC INC | $2,087,000 | +14.1% | 12,499 | +12.1% | 0.05% | -2.1% |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,072,000 | +12.2% | 41,664 | +4.2% | 0.05% | -2.1% |
EOS | Buy | EATON VANCE ENHANCED EQUITY | $2,073,000 | +6.7% | 84,289 | +0.7% | 0.05% | -6.1% |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $2,079,000 | +36.1% | 133,244 | +32.5% | 0.05% | +17.9% |
MU | Buy | MICRON TECHNOLOGY INC | $2,068,000 | +41.9% | 22,196 | +8.1% | 0.05% | +24.3% |
SNPE | Buy | DBX ETF TRxtrackers s&p | $2,075,000 | +17.9% | 48,652 | +4.9% | 0.05% | +2.2% |
COIN | Buy | COINBASE GLOBAL INC | $2,020,000 | +95.7% | 8,003 | +76.4% | 0.04% | +73.1% |
SUB | Buy | ISHARES TRshrt nat mun etf | $2,008,000 | +101.4% | 18,702 | +101.9% | 0.04% | +76.0% |
TFI | New | SPDR SER TRnuveen blmbrg mu | $1,967,000 | – | 38,024 | +100.0% | 0.04% | – |
GM | Buy | GENERAL MTRS CO | $1,973,000 | +21.9% | 33,645 | +9.5% | 0.04% | +7.3% |
PRU | Buy | PRUDENTIAL FINL INC | $1,980,000 | +78.7% | 18,293 | +73.7% | 0.04% | +57.1% |
APTV | Buy | APTIV PLC | $1,993,000 | +12.5% | 12,085 | +1.6% | 0.04% | -2.2% |
GBCI | Buy | GLACIER BANCORP INC NEW | $1,952,000 | +9.4% | 34,420 | +6.7% | 0.04% | -4.4% |
URI | Buy | UNITED RENTALS INC | $1,934,000 | +1.0% | 5,820 | +6.7% | 0.04% | -12.2% |
PWR | New | QUANTA SVCS INC | $1,938,000 | – | 16,898 | +100.0% | 0.04% | – |
ESGU | Buy | ISHARES TResg awr msci usa | $1,964,000 | +56.9% | 18,199 | +43.1% | 0.04% | +34.4% |
DFNL | Buy | DAVIS FUNDAMENTAL ETF TRselect finl | $1,923,000 | +0.5% | 62,922 | +0.0% | 0.04% | -12.2% |
KLAC | Buy | KLA CORP | $1,930,000 | +41.4% | 4,487 | +10.0% | 0.04% | +22.9% |
NOW | Buy | SERVICENOW INC | $1,912,000 | +22.7% | 2,945 | +17.6% | 0.04% | +5.0% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,895,000 | +18.7% | 24,570 | +5.9% | 0.04% | +2.4% |
LIN | Buy | LINDE PLC | $1,883,000 | +23.5% | 5,434 | +4.5% | 0.04% | +7.7% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $1,844,000 | +16.0% | 11,274 | +4.3% | 0.04% | +2.5% |
TFC | Buy | TRUIST FINL CORP | $1,836,000 | +20.0% | 31,364 | +20.2% | 0.04% | +5.1% |
DUSA | Buy | DAVIS FUNDAMENTAL ETF TRselect us eqty | $1,837,000 | +2.8% | 53,725 | +1.9% | 0.04% | -8.9% |
SOXX | Buy | ISHARES TRishares semicdtr | $1,837,000 | +37.4% | 3,387 | +12.9% | 0.04% | +20.6% |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,826,000 | +115.3% | 26,857 | +98.2% | 0.04% | +81.8% |
OMFS | New | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $1,814,000 | – | 43,097 | +100.0% | 0.04% | – |
JHI | Buy | HANCOCK JOHN INVS TR | $1,786,000 | +7.2% | 92,322 | +3.4% | 0.04% | -4.8% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,812,000 | +12.5% | 7,116 | +4.4% | 0.04% | -2.4% |
SDIV | Buy | GLOBAL X FDSglb x superdiv | $1,799,000 | -0.7% | 146,635 | +7.1% | 0.04% | -13.0% |
BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,803,000 | +46.1% | 4 | +33.3% | 0.04% | +29.0% |
NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $1,757,000 | +15.6% | 97,988 | +10.5% | 0.04% | 0.0% |
HDV | Buy | ISHARES TRcore high dv etf | $1,747,000 | +17.5% | 17,298 | +9.7% | 0.04% | +2.6% |
CBRE | Buy | CBRE GROUP INCcl a | $1,763,000 | +15.4% | 16,247 | +3.5% | 0.04% | 0.0% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,764,000 | +16.0% | 15,500 | +6.0% | 0.04% | 0.0% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $1,746,000 | +0.1% | 19,924 | +2.1% | 0.04% | -11.4% |
DIV | New | GLOBAL X FDSglobx supdv us | $1,777,000 | – | 85,371 | +100.0% | 0.04% | – |
C | Buy | CITIGROUP INC | $1,730,000 | -12.4% | 28,643 | +1.8% | 0.04% | -24.0% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,729,000 | +18.2% | 41,116 | +9.9% | 0.04% | +2.7% |
REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $1,719,000 | +89.7% | 15,317 | +74.6% | 0.04% | +65.2% |
FINX | Buy | GLOBAL X FDSfintech etf | $1,708,000 | -13.0% | 42,660 | +4.3% | 0.04% | -24.0% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $1,716,000 | +0.7% | 5,854 | +0.9% | 0.04% | -11.6% |
MS | Buy | MORGAN STANLEY | $1,720,000 | +11.5% | 17,524 | +10.6% | 0.04% | -2.6% |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $1,659,000 | +7.2% | 17,181 | +2.8% | 0.04% | -5.1% |
ATR | Buy | APTARGROUP INC | $1,677,000 | +9.8% | 13,693 | +7.0% | 0.04% | -5.1% |
DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,663,000 | +29.6% | 43,549 | +18.6% | 0.04% | +12.1% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $1,684,000 | +61.1% | 35,763 | +49.6% | 0.04% | +37.0% |
ABNB | Buy | AIRBNB INC | $1,685,000 | +1.3% | 10,122 | +2.1% | 0.04% | -11.9% |
AFL | Buy | AFLAC INC | $1,676,000 | +24.4% | 28,706 | +11.1% | 0.04% | +8.8% |
COP | Buy | CONOCOPHILLIPS | $1,676,000 | +13.3% | 23,224 | +6.4% | 0.04% | -2.6% |
BP | Buy | BP PLCsponsored adr | $1,669,000 | +1.5% | 62,683 | +4.2% | 0.04% | -11.9% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,687,000 | +8.9% | 3,259 | +1.2% | 0.04% | -5.1% |
BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,621,000 | +9.2% | 19,119 | +2.2% | 0.04% | -5.3% |
BHK | New | BLACKROCK CORE BD TR | $1,619,000 | – | 98,072 | +100.0% | 0.04% | – |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,619,000 | +1.4% | 41,651 | +0.9% | 0.04% | -12.2% |
JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,607,000 | +40.3% | 28,911 | +30.4% | 0.04% | +24.1% |
IXUS | Buy | ISHARES TRcore msci total | $1,568,000 | +13.5% | 22,105 | +13.5% | 0.04% | 0.0% |
DHR | Buy | DANAHER CORPORATION | $1,587,000 | +8.3% | 4,824 | +0.3% | 0.04% | -5.4% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $1,578,000 | +16.5% | 23,795 | +2.2% | 0.04% | +2.9% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,582,000 | +60.6% | 30,330 | +44.9% | 0.04% | +40.0% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $1,598,000 | +74.5% | 18,924 | +69.4% | 0.04% | +52.2% |
ACES | Buy | ALPS ETF TRclean energy | $1,579,000 | -1.6% | 24,609 | +1.5% | 0.04% | -14.6% |
ADI | Buy | ANALOG DEVICES INC | $1,521,000 | +11.1% | 8,650 | +5.8% | 0.03% | -2.9% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,519,000 | +1.0% | 18,798 | +2.4% | 0.03% | -10.5% |
UBER | Buy | UBER TECHNOLOGIES INC | $1,545,000 | +3.9% | 36,836 | +11.0% | 0.03% | -10.5% |
IWN | Buy | ISHARES TRrus 2000 val etf | $1,546,000 | +47.2% | 9,312 | +42.1% | 0.03% | +25.9% |
Buy | GENERAL ELECTRIC CO | $1,552,000 | +3.8% | 16,431 | +13.2% | 0.03% | -10.5% | |
WM | Buy | WASTE MGMT INC DEL | $1,538,000 | +18.6% | 9,216 | +6.1% | 0.03% | +3.0% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $1,478,000 | +4.0% | 13,552 | +5.0% | 0.03% | -8.3% |
NBB | Buy | NUVEEN TAXABLE MUNICPAL INM | $1,479,000 | +1.4% | 65,148 | +2.3% | 0.03% | -10.8% |
SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $1,492,000 | +36.9% | 25,798 | +29.6% | 0.03% | +17.9% |
SRVR | Buy | PACER FDS TRbnchmrk infra | $1,476,000 | +12.3% | 34,105 | +1.0% | 0.03% | 0.0% |
NETL | Buy | ETF SER SOLUTIONSnetlease corp | $1,505,000 | +22.7% | 47,383 | +14.2% | 0.03% | +6.5% |
ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $1,474,000 | +5.8% | 88,048 | +1.1% | 0.03% | -5.7% |
EW | New | EDWARDS LIFESCIENCES CORP | $1,487,000 | – | 11,479 | +100.0% | 0.03% | – |
MPC | Buy | MARATHON PETE CORP | $1,473,000 | +33.9% | 23,019 | +29.3% | 0.03% | +17.9% |
SPSC | Buy | SPS COMM INC | $1,495,000 | -2.8% | 10,504 | +10.2% | 0.03% | -15.4% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $1,497,000 | +29.2% | 11,632 | +30.6% | 0.03% | +10.0% |
AAWW | Buy | ATLAS AIR WORLDWIDE HLDGS IN | $1,482,000 | +35.7% | 15,747 | +17.8% | 0.03% | +17.9% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,486,000 | +4.1% | 14,515 | +1.8% | 0.03% | -8.3% |
ISRG | Buy | INTUITIVE SURGICAL INC | $1,481,000 | -9.0% | 4,121 | +151.6% | 0.03% | -19.5% |
CL | Buy | COLGATE PALMOLIVE CO | $1,427,000 | +68.1% | 16,726 | +48.9% | 0.03% | +45.5% |
GIS | Buy | GENERAL MLS INC | $1,439,000 | +14.6% | 21,357 | +1.7% | 0.03% | 0.0% |
DEO | Buy | DIAGEO PLCspon adr new | $1,468,000 | +24.3% | 6,666 | +8.9% | 0.03% | +6.7% |
PFGC | Buy | PERFORMANCE FOOD GROUP CO | $1,454,000 | +59.1% | 31,689 | +61.1% | 0.03% | +39.1% |
DWLD | Buy | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $1,446,000 | -0.8% | 49,534 | +1.0% | 0.03% | -13.5% |
VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,415,000 | +4.7% | 6,633 | +5.0% | 0.03% | -8.8% |
CVE | Buy | CENOVUS ENERGY INC | $1,421,000 | +22.9% | 115,735 | +0.7% | 0.03% | +6.9% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,380,000 | +13.3% | 12,845 | +7.4% | 0.03% | 0.0% |
CP | Buy | CANADIAN PAC RY LTD | $1,385,000 | +27.9% | 19,255 | +15.7% | 0.03% | +10.7% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $1,412,000 | -4.1% | 12,936 | +6.9% | 0.03% | -16.2% |
PAYX | Buy | PAYCHEX INC | $1,380,000 | +29.7% | 10,111 | +6.9% | 0.03% | +14.8% |
IWS | Buy | ISHARES TRrus mdcp val etf | $1,386,000 | +15.0% | 11,327 | +6.4% | 0.03% | 0.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $1,400,000 | +15.3% | 3,617 | +7.3% | 0.03% | 0.0% |
BEN | Buy | FRANKLIN RESOURCES INC | $1,376,000 | +15.4% | 41,078 | +2.4% | 0.03% | 0.0% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,333,000 | +96.6% | 25,222 | +98.3% | 0.03% | +76.5% |
WAL | Buy | WESTERN ALLIANCE BANCORP | $1,335,000 | -0.8% | 12,402 | +0.3% | 0.03% | -11.8% |
INSG | Buy | INSEEGO CORP | $1,333,000 | -12.2% | 228,654 | +0.2% | 0.03% | -23.1% |
VLUE | Buy | ISHARES TRmsci usa value | $1,293,000 | +36.5% | 11,812 | +25.6% | 0.03% | +20.8% |
ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $1,310,000 | +45.4% | 22,250 | +25.2% | 0.03% | +26.1% |
JPC | Buy | NUVEEN PFD & INCOME OPPORTUN | $1,310,000 | +166.3% | 134,182 | +169.8% | 0.03% | +123.1% |
CWB | Buy | SPDR SER TRbloomberg conv | $1,323,000 | -0.3% | 15,949 | +2.6% | 0.03% | -14.7% |
HWM | Buy | HOWMET AEROSPACE INC | $1,289,000 | +4.1% | 40,490 | +2.1% | 0.03% | -9.4% |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $1,330,000 | +19.3% | 13,374 | +13.6% | 0.03% | +3.6% |
ROKU | Buy | ROKU INC | $1,315,000 | -22.0% | 5,761 | +7.1% | 0.03% | -32.6% |
SSO | Buy | PROSHARES TR | $1,301,000 | +26.8% | 8,889 | +3.8% | 0.03% | +11.5% |
BBN | Buy | BLACKROCK TAX MUNICPAL BD TR | $1,299,000 | +7.8% | 49,636 | +6.1% | 0.03% | -6.5% |
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $1,329,000 | +156.6% | 45,874 | +135.5% | 0.03% | +123.1% |
PDT | Buy | HANCOCK JOHN PREM DIVID FD | $1,263,000 | +3.9% | 75,570 | +3.3% | 0.03% | -9.7% |
KHC | Buy | KRAFT HEINZ CO | $1,269,000 | +8.4% | 35,339 | +11.1% | 0.03% | -6.7% |
TRGP | Buy | TARGA RES CORP | $1,263,000 | +15.2% | 24,175 | +8.6% | 0.03% | 0.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,287,000 | +53.4% | 6,166 | +27.4% | 0.03% | +33.3% |
PLD | Buy | PROLOGIS INC. | $1,279,000 | +43.4% | 7,598 | +6.9% | 0.03% | +21.7% |
BK | Buy | BANK NEW YORK MELLON CORP | $1,255,000 | +14.0% | 21,613 | +1.8% | 0.03% | 0.0% |
BKNG | Buy | BOOKING HOLDINGS INC | $1,281,000 | +17.5% | 534 | +16.3% | 0.03% | 0.0% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $1,250,000 | +12.6% | 11,761 | +1.6% | 0.03% | 0.0% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,202,000 | +40.7% | 28,799 | +9.7% | 0.03% | +22.7% |
BTT | Buy | BLACKROCK MUN TARGET TERM TR | $1,211,000 | +62.1% | 46,704 | +59.6% | 0.03% | +42.1% |
PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $1,226,000 | +3.5% | 68,812 | +1.5% | 0.03% | -10.0% |
DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $1,183,000 | – | 55,513 | +100.0% | 0.03% | – |
SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,173,000 | – | 38,701 | +100.0% | 0.03% | – |
BKN | Buy | BLACKROCK INVT QUALITY MUN T | $1,187,000 | +138.8% | 68,402 | +137.3% | 0.03% | +100.0% |
QSY | Buy | WISDOMTREE TRus qlt shrhd yld | $1,172,000 | +8.8% | 18,493 | +1.9% | 0.03% | -3.7% |
HYZD | Buy | WISDOMTREE TRhedged hi yld bd | $1,195,000 | +5.2% | 53,659 | +5.0% | 0.03% | -10.3% |
FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,132,000 | +2.0% | 9,239 | +2.7% | 0.02% | -10.7% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $1,143,000 | +15.5% | 23,412 | +17.2% | 0.02% | 0.0% |
CALF | Buy | PACER FDS TRpacer us small | $1,109,000 | +21.9% | 25,923 | +20.8% | 0.02% | +8.7% |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $1,122,000 | +27.6% | 12,146 | +17.8% | 0.02% | +13.6% |
VET | New | VERMILION ENERGY INC | $1,126,000 | – | 89,431 | +100.0% | 0.02% | – |
SRET | New | GLOBAL X FDSreit etf | $1,127,000 | – | 118,393 | +100.0% | 0.02% | – |
AMLP | Buy | ALPS ETF TRalerian mlp | $1,151,000 | +9.0% | 35,155 | +11.0% | 0.02% | -7.4% |
UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,063,000 | +1.2% | 40,326 | +2.1% | 0.02% | -11.1% |
DTD | Buy | WISDOMTREE TRus total dividnd | $1,091,000 | +14.5% | 16,845 | +107.7% | 0.02% | 0.0% |
DOCU | Buy | DOCUSIGN INC | $1,086,000 | -32.3% | 7,130 | +14.4% | 0.02% | -41.5% |
ENB | Buy | ENBRIDGE INC | $1,081,000 | +34.8% | 27,659 | +37.3% | 0.02% | +20.0% |
SNSR | Buy | GLOBAL X FDSinternet of thng | $1,074,000 | +14.4% | 27,438 | +6.1% | 0.02% | 0.0% |
SLB | Buy | SCHLUMBERGER LTD | $1,096,000 | +8.2% | 36,588 | +7.1% | 0.02% | -7.7% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,096,000 | +45.2% | 24,860 | +25.8% | 0.02% | +26.3% |
AGL | New | AGILON HEALTH INC | $1,085,000 | – | 40,190 | +100.0% | 0.02% | – |
SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $1,084,000 | +11.4% | 21,155 | +11.5% | 0.02% | -4.0% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $1,028,000 | +4.7% | 6,938 | +2.0% | 0.02% | -8.0% |
GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,061,000 | +29.4% | 10,336 | +16.7% | 0.02% | +9.5% |
MMTM | New | SPDR SER TRs&p1500momtilt | $1,048,000 | – | 5,170 | +100.0% | 0.02% | – |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $1,046,000 | +2.2% | 4,406 | +0.2% | 0.02% | -11.5% |
NVS | Buy | NOVARTIS AGsponsored adr | $1,043,000 | +8.5% | 11,929 | +1.5% | 0.02% | -4.2% |
WSBC | Buy | WESBANCO INC | $1,038,000 | +4.2% | 29,659 | +1.5% | 0.02% | -8.0% |
RVT | Buy | ROYCE VALUE TR INC | $973,000 | +18.5% | 49,656 | +8.9% | 0.02% | +4.8% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC | $985,000 | +91.6% | 11,489 | +15.5% | 0.02% | +69.2% |
FDS | Buy | FACTSET RESH SYS INC | $1,011,000 | +23.4% | 2,079 | +0.2% | 0.02% | +4.8% |
BIT | Buy | BLACKROCK MULTI SECTOR INC T | $999,000 | -0.9% | 55,080 | +2.3% | 0.02% | -15.4% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,000,000 | +14.9% | 5,295 | +2.9% | 0.02% | 0.0% |
YUM | Buy | YUM BRANDS INC | $1,015,000 | +14.9% | 7,312 | +1.3% | 0.02% | 0.0% |
SLQD | Buy | ISHARES TR0-5yr invt gr cp | $993,000 | +12.3% | 19,443 | +13.7% | 0.02% | -4.3% |
TT | Buy | TRANE TECHNOLOGIES PLC | $993,000 | +18.1% | 4,917 | +1.0% | 0.02% | +4.8% |
JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $1,016,000 | -1.2% | 17,166 | +0.7% | 0.02% | -15.4% |
PFN | Buy | PIMCO INCOME STRATEGY FD II | $1,002,000 | -1.2% | 104,930 | +4.9% | 0.02% | -15.4% |
AON | Buy | AON PLC | $1,015,000 | +31.3% | 3,378 | +24.9% | 0.02% | +10.0% |
RPM | Buy | RPM INTL INC | $961,000 | +49.0% | 9,515 | +14.6% | 0.02% | +31.2% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $957,000 | +25.8% | 1,355 | +8.8% | 0.02% | +10.5% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $930,000 | +42.4% | 4,992 | +15.8% | 0.02% | +23.5% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $933,000 | +22.3% | 11,882 | +9.8% | 0.02% | +10.5% |
IDXX | Buy | IDEXX LABS INC | $961,000 | +15.1% | 1,459 | +8.7% | 0.02% | 0.0% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $937,000 | +12.1% | 12,803 | +3.3% | 0.02% | 0.0% |
PKI | Buy | PERKINELMER INC | $944,000 | +47.7% | 4,693 | +27.4% | 0.02% | +31.2% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $947,000 | +15.6% | 10,873 | +103.9% | 0.02% | 0.0% |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $882,000 | +106.6% | 12,400 | +92.3% | 0.02% | +81.8% |
WDC | Buy | WESTERN DIGITAL CORP. | $911,000 | +142.9% | 13,971 | +110.2% | 0.02% | +100.0% |
NIQ | Buy | NUVEEN INT DUR QUAL MUN TRM | $889,000 | +66.8% | 60,300 | +66.1% | 0.02% | +42.9% |
NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $908,000 | +10.1% | 10,992 | +1.7% | 0.02% | -4.8% |
MGM | Buy | MGM RESORTS INTERNATIONAL | $888,000 | +8.6% | 19,775 | +4.3% | 0.02% | -4.8% |
SCI | Buy | SERVICE CORP INTL | $893,000 | +19.7% | 12,577 | +1.6% | 0.02% | +5.3% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $862,000 | +36.2% | 4,172 | +8.3% | 0.02% | +18.8% |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $869,000 | +14.0% | 4,348 | +2.3% | 0.02% | 0.0% |
USB | Buy | US BANCORP DEL | $874,000 | +1.0% | 15,555 | +6.9% | 0.02% | -13.6% |
PPG | Buy | PPG INDS INC | $878,000 | +37.6% | 5,092 | +14.1% | 0.02% | +18.8% |
IEX | Buy | IDEX CORP | $838,000 | +14.2% | 3,547 | +0.1% | 0.02% | 0.0% |
JLL | Buy | JONES LANG LASALLE INC | $842,000 | +46.4% | 3,128 | +35.1% | 0.02% | +26.7% |
DON | Buy | WISDOMTREE TRus midcap divid | $837,000 | +8.0% | 18,877 | +1.0% | 0.02% | -5.0% |
IGM | Buy | ISHARES TRexpnd tec sc etf | $842,000 | +9.5% | 1,917 | +0.7% | 0.02% | -5.0% |
DNL | Buy | WISDOMTREE TRglb us qtly div | $863,000 | +7.7% | 19,807 | +0.0% | 0.02% | -5.0% |
RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $848,000 | +12.6% | 10,493 | +5.7% | 0.02% | 0.0% |
DFS | Buy | DISCOVER FINL SVCS | $846,000 | -3.9% | 7,320 | +2.2% | 0.02% | -13.6% |
DD | Buy | DUPONT DE NEMOURS INC | $791,000 | +24.2% | 9,787 | +4.5% | 0.02% | +12.5% |
ED | Buy | CONSOLIDATED EDISON INC | $802,000 | +169.1% | 9,399 | +128.9% | 0.02% | +125.0% |
PDO | New | PIMCO DYNAMIC INCOME OPRNTS | $817,000 | – | 41,768 | +100.0% | 0.02% | – |
GNRC | Buy | GENERAC HLDGS INC | $810,000 | -11.1% | 2,303 | +3.3% | 0.02% | -21.7% |
SYY | Buy | SYSCO CORP | $802,000 | +25.5% | 10,207 | +25.4% | 0.02% | +12.5% |
FE | Buy | FIRSTENERGY CORP | $828,000 | +19.3% | 19,899 | +2.2% | 0.02% | 0.0% |
IOO | Buy | ISHARES TRglobal 100 etf | $795,000 | +10.6% | 10,191 | +0.9% | 0.02% | 0.0% |
MRVL | Buy | MARVELL TECHNOLOGY INC | $813,000 | +62.6% | 9,287 | +11.9% | 0.02% | +38.5% |
WRE | Buy | WASHINGTON REAL ESTATE INVTsh ben int | $803,000 | +9.3% | 31,064 | +4.6% | 0.02% | -5.3% |
UPST | Buy | UPSTART HLDGS INC | $801,000 | -30.9% | 5,294 | +44.5% | 0.02% | -40.0% |
PTY | Buy | PIMCO CORPORATE & INCOME OPP | $796,000 | +37.2% | 48,100 | +51.7% | 0.02% | +20.0% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $821,000 | +6.3% | 43,635 | +7.1% | 0.02% | -10.0% |
FUN | Buy | CEDAR FAIR L Pdepositry unit | $808,000 | +11.6% | 16,137 | +3.3% | 0.02% | 0.0% |
BL | Buy | BLACKLINE INC | $773,000 | -10.8% | 7,466 | +1.6% | 0.02% | -22.7% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $765,000 | +2.1% | 23,533 | +3.2% | 0.02% | -10.5% |
WBIY | Buy | ABSOLUTE SHS TRwbi pwr fctr etf | $784,000 | +54.6% | 28,022 | +48.2% | 0.02% | +30.8% |
KEY | Buy | KEYCORP | $785,000 | +21.0% | 33,957 | +13.1% | 0.02% | 0.0% |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $750,000 | +12.1% | 59,784 | +10.7% | 0.02% | 0.0% |
HYLB | Buy | DBX ETF TRxtrack usd high | $756,000 | +4.0% | 18,978 | +4.6% | 0.02% | -10.5% |
ETX | Buy | EATON VANCE MUN INCOME 2028 | $749,000 | -0.5% | 34,850 | +3.4% | 0.02% | -10.5% |
RZV | Buy | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $772,000 | +6.2% | 8,025 | +2.6% | 0.02% | -10.5% |
KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $787,000 | – | 30,649 | +100.0% | 0.02% | – |
ACWV | Buy | ISHARES INCmsci gbl min vol | $790,000 | +8.1% | 7,297 | +2.6% | 0.02% | -10.5% |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $789,000 | +0.5% | 12,566 | +0.3% | 0.02% | -15.0% |
RF | New | REGIONS FINANCIAL CORP NEW | $788,000 | – | 36,156 | +100.0% | 0.02% | – |
ARNC | Buy | ARCONIC CORPORATION | $779,000 | +5.7% | 23,598 | +1.0% | 0.02% | -10.5% |
OIH | Buy | VANECK ETF TRUSToil services etf | $746,000 | +122.0% | 4,037 | +136.5% | 0.02% | +88.9% |
SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $752,000 | +32.2% | 4,667 | +20.0% | 0.02% | +21.4% |
IYH | Buy | ISHARES TRus hlthcare etf | $734,000 | +19.3% | 2,444 | +9.7% | 0.02% | 0.0% |
BSMP | Buy | INVESCO EXCH TRD SLF IDX FD | $744,000 | +6.1% | 28,677 | +6.2% | 0.02% | -11.1% |
PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $714,000 | +13.9% | 7,552 | +7.7% | 0.02% | 0.0% |
SIVB | Buy | SVB FINANCIAL GROUP | $738,000 | +17.7% | 1,088 | +12.3% | 0.02% | 0.0% |
GWW | Buy | GRAINGER W W INC | $704,000 | +38.6% | 1,358 | +5.2% | 0.02% | +23.1% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $709,000 | +43.2% | 4,435 | +16.6% | 0.02% | +23.1% |
DRIV | Buy | GLOBAL X FDSautonmous ev etf | $709,000 | +24.6% | 23,221 | +12.0% | 0.02% | +14.3% |
AOM | Buy | ISHARES TRmodert alloc etf | $745,000 | +3.2% | 16,386 | +1.5% | 0.02% | -11.1% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $740,000 | +14.7% | 6,152 | +6.5% | 0.02% | 0.0% |
TSC | Buy | TRISTATE CAP HLDGS INC | $741,000 | +43.1% | 24,486 | +0.0% | 0.02% | +23.1% |
CB | Buy | CHUBB LIMITED | $714,000 | +22.5% | 3,695 | +9.9% | 0.02% | +6.7% |
RY | New | ROYAL BK CDA | $725,000 | – | 6,831 | +100.0% | 0.02% | – |
SMMV | Buy | ISHARES TRmsci usa smcp mn | $703,000 | +5.6% | 17,973 | +0.0% | 0.02% | -5.9% |
ES | Buy | EVERSOURCE ENERGY | $740,000 | +17.5% | 8,138 | +5.7% | 0.02% | 0.0% |
URTY | Buy | PROSHARES TRultr russl2000 | $708,000 | +177.6% | 6,999 | +171.5% | 0.02% | +166.7% |
WPC | Buy | WP CAREY INC | $733,000 | +20.6% | 8,929 | +7.2% | 0.02% | +6.7% |
AXON | Buy | AXON ENTERPRISE INC | $712,000 | -3.3% | 4,538 | +7.9% | 0.02% | -15.8% |
WYNN | Buy | WYNN RESORTS LTD | $736,000 | +6.5% | 8,659 | +6.1% | 0.02% | -11.1% |
NOK | Buy | NOKIA CORPsponsored adr | $724,000 | +36.6% | 116,385 | +19.7% | 0.02% | +23.1% |
PULS | Buy | PGIM ETF TRultra short | $734,000 | +25.9% | 14,832 | +26.3% | 0.02% | +6.7% |
KRE | Buy | SPDR SER TRs&p regl bkg | $672,000 | +61.9% | 9,478 | +54.8% | 0.02% | +36.4% |
FITB | Buy | FIFTH THIRD BANCORP | $683,000 | +10.7% | 15,688 | +7.8% | 0.02% | -6.2% |
FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $676,000 | – | 4,172 | +100.0% | 0.02% | – |
MATX | Buy | MATSON INC | $677,000 | +29.7% | 7,520 | +16.2% | 0.02% | +15.4% |
TRV | New | TRAVELERS COMPANIES INC | $656,000 | – | 4,193 | +100.0% | 0.02% | – |
SJNK | Buy | SPDR SER TRbloomberg sht te | $669,000 | +42.9% | 24,638 | +44.2% | 0.02% | +25.0% |
OTIS | Buy | OTIS WORLDWIDE CORP | $685,000 | +7.2% | 7,864 | +1.3% | 0.02% | -6.2% |
STWD | Buy | STARWOOD PPTY TR INC | $662,000 | +3.9% | 27,248 | +4.4% | 0.02% | -6.2% |
BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $664,000 | +20.5% | 20,130 | +20.3% | 0.02% | +7.1% |
GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $694,000 | +2.7% | 12,828 | +3.2% | 0.02% | -11.8% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $657,000 | +29.1% | 2,882 | +10.8% | 0.02% | +15.4% |
XAR | Buy | SPDR SER TRaerospace def | $677,000 | +14.7% | 5,810 | +17.4% | 0.02% | 0.0% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $671,000 | -0.4% | 15,965 | +3.0% | 0.02% | -11.8% |
XOUT | Buy | GRANITESHARES ETF TRxout us lrg cp | $616,000 | +24.9% | 13,597 | +12.9% | 0.01% | +7.7% |
COKE | Buy | COCA COLA CONS INC | $636,000 | +195.8% | 1,026 | +88.6% | 0.01% | +180.0% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $634,000 | +15.9% | 4,218 | +7.7% | 0.01% | 0.0% |
EXC | Buy | EXELON CORP | $649,000 | +22.2% | 11,231 | +2.3% | 0.01% | 0.0% |
GPN | Buy | GLOBAL PMTS INC | $620,000 | +22.8% | 4,588 | +43.1% | 0.01% | +7.7% |
SMB | Buy | VANECK ETF TRUSTvaneck shrt muni | $634,000 | +91.5% | 35,426 | +92.4% | 0.01% | +75.0% |
PSA | Buy | PUBLIC STORAGE | $653,000 | +32.7% | 1,744 | +5.3% | 0.01% | +7.7% |
DINT | Buy | DAVIS FUNDAMENTAL ETF TRselct intl etf | $627,000 | +0.8% | 32,307 | +2.2% | 0.01% | -12.5% |
KMPH | Buy | KEMPHARM INC | $626,000 | -5.4% | 71,857 | +1.3% | 0.01% | -17.6% |
ESGD | Buy | ISHARES TResg aw msci eafe | $617,000 | +11.6% | 7,766 | +10.0% | 0.01% | 0.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $630,000 | +28.6% | 1,131 | +10.7% | 0.01% | +16.7% |
FLTR | Buy | VANECK ETF TRUSTinvestment grd | $654,000 | +53.9% | 25,884 | +54.5% | 0.01% | +27.3% |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $654,000 | +5.5% | 7,283 | +3.8% | 0.01% | -12.5% |
NMCO | Buy | NUVEEN MUN CR OPPORTUNITIES | $634,000 | +4.3% | 40,463 | +0.6% | 0.01% | -6.7% |
MGC | Buy | VANGUARD WORLD FDmega cap index | $610,000 | +11.1% | 3,627 | +0.7% | 0.01% | 0.0% |
X | Buy | UNITED STATES STL CORP NEW | $647,000 | +20.9% | 27,157 | +11.5% | 0.01% | 0.0% |
HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $641,000 | +23.3% | 51,974 | +22.1% | 0.01% | +7.7% |
MPLX | Buy | MPLX LP | $581,000 | +52.9% | 19,651 | +47.1% | 0.01% | +30.0% |
NZF | Buy | NUVEEN MUNICIPAL CREDIT INC | $587,000 | +173.0% | 34,302 | +167.1% | 0.01% | +160.0% |
RACE | Buy | FERRARI N V | $597,000 | +30.9% | 2,306 | +5.8% | 0.01% | +8.3% |
MCA | Buy | BLACKROCK MUNIYIELD CALIF QU | $569,000 | +0.2% | 35,755 | +0.0% | 0.01% | -7.1% |
WEN | Buy | WENDYS CO | $590,000 | +15.5% | 24,754 | +5.0% | 0.01% | 0.0% |
HZNP | Buy | HORIZON THERAPEUTICS PUB L | $600,000 | -1.0% | 5,568 | +0.7% | 0.01% | -13.3% |
PALL | Buy | ABERDEEN STD PALLADIUM ETF Tphyscl palladm | $592,000 | +26.8% | 3,363 | +28.5% | 0.01% | +8.3% |
IEF | Buy | ISHARES TRbarclays 7 10 yr | $585,000 | +21.6% | 5,085 | +21.7% | 0.01% | +8.3% |
FTF | Buy | FRANKLIN LTD DURATION INCOME | $565,000 | +1.6% | 62,208 | +1.6% | 0.01% | -7.1% |
EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $588,000 | – | 23,735 | +100.0% | 0.01% | – |
SNOW | Buy | SNOWFLAKE INCcl a | $586,000 | +13.8% | 1,729 | +1.6% | 0.01% | 0.0% |
DXCM | Buy | DEXCOM INC | $579,000 | -1.4% | 1,079 | +0.5% | 0.01% | -13.3% |
OGN | Buy | ORGANON & CO | $588,000 | +178.7% | 19,303 | +199.9% | 0.01% | +160.0% |
RQI | Buy | COHEN & STEERS QUALITY INCOM | $600,000 | +30.2% | 32,922 | +6.5% | 0.01% | +8.3% |
Buy | LUCID GROUP INC | $566,000 | +75.2% | 14,888 | +17.0% | 0.01% | +62.5% | |
LULU | Buy | LULULEMON ATHLETICA INC | $609,000 | +1.7% | 1,557 | +5.2% | 0.01% | -13.3% |
XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $534,000 | – | 9,913 | +100.0% | 0.01% | – |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $539,000 | +15.2% | 7,976 | +2.3% | 0.01% | 0.0% |
AZO | Buy | AUTOZONE INC | $553,000 | +66.1% | 264 | +34.7% | 0.01% | +50.0% |
DHI | Buy | D R HORTON INC | $526,000 | +36.6% | 4,850 | +5.7% | 0.01% | +20.0% |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $547,000 | +21.6% | 4,042 | +6.5% | 0.01% | +9.1% |
GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $547,000 | – | 29,858 | +100.0% | 0.01% | – |
IBP | New | INSTALLED BLDG PRODS INC | $523,000 | – | 3,741 | +100.0% | 0.01% | – |
XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $547,000 | +38.5% | 6,019 | +28.4% | 0.01% | +20.0% |
AOA | Buy | ISHARES TRaggres alloc etf | $531,000 | +5.8% | 7,288 | +1.4% | 0.01% | -7.7% |
MELI | Buy | MERCADOLIBRE INC | $550,000 | +96.4% | 408 | +144.3% | 0.01% | +71.4% |
OUSM | Buy | OSI ETF TRoshares us smlcp | $556,000 | +16.8% | 14,964 | +8.9% | 0.01% | 0.0% |
PFXF | Buy | VANECK ETF TRUSTpreferred securt | $524,000 | +20.7% | 23,931 | +17.0% | 0.01% | +9.1% |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $536,000 | -0.9% | 8,056 | +0.7% | 0.01% | -14.3% |
WFHY | Buy | WISDOMTREE TRus hgh yld corp | $524,000 | -0.4% | 9,995 | +0.0% | 0.01% | -7.7% |
CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $535,000 | +13.6% | 10,724 | +21.7% | 0.01% | 0.0% |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $531,000 | -16.4% | 25,580 | +7.5% | 0.01% | -25.0% |
XT | Buy | ISHARES TRexponential tech | $480,000 | +6.0% | 7,270 | +0.8% | 0.01% | -8.3% |
CMF | New | ISHARES TRcalif mun bd etf | $507,000 | – | 8,126 | +100.0% | 0.01% | – |
PHM | Buy | PULTE GROUP INC | $506,000 | +39.8% | 8,847 | +12.4% | 0.01% | +22.2% |
KMI | Buy | KINDER MORGAN INC DEL | $480,000 | +1.7% | 30,278 | +7.4% | 0.01% | -8.3% |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $507,000 | +2.2% | 1,330 | +5.1% | 0.01% | -15.4% |
KWEB | New | KRANESHARES TRcsi chi internet | $500,000 | – | 13,710 | +100.0% | 0.01% | – |
VRIG | New | INVESCO ACTIVELY MANAGED ETFvar rate invt | $480,000 | – | 19,157 | +100.0% | 0.01% | – |
UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $510,000 | +25.0% | 17,890 | +18.8% | 0.01% | +10.0% |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $514,000 | +15.0% | 11,837 | +18.1% | 0.01% | 0.0% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $502,000 | +3.9% | 18,513 | +2.9% | 0.01% | -8.3% |
UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $495,000 | +1.0% | 3,814 | +7.6% | 0.01% | -8.3% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $515,000 | +25.9% | 1,895 | +7.7% | 0.01% | +10.0% |
KBE | Buy | SPDR SER TRs&p bk etf | $500,000 | +13.6% | 9,170 | +10.4% | 0.01% | 0.0% |
HCA | New | HCA HEALTHCARE INC | $515,000 | – | 2,004 | +100.0% | 0.01% | – |
EFG | Buy | ISHARES TReafe grwth etf | $503,000 | +137.3% | 4,562 | +129.6% | 0.01% | +120.0% |
RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $511,000 | +8.3% | 11,789 | +10.5% | 0.01% | -8.3% |
GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $487,000 | -2.2% | 20,515 | +0.9% | 0.01% | -15.4% |
CPER | Buy | UNITED STS COMMODITY INDEX Fcm rep copp fd | $488,000 | +30.1% | 17,940 | +19.8% | 0.01% | +10.0% |
JCI | Buy | JOHNSON CTLS INTL PLC | $488,000 | +21.1% | 5,999 | +1.3% | 0.01% | +10.0% |
AIG | Buy | AMERICAN INTL GROUP INC | $493,000 | +6.9% | 8,671 | +3.2% | 0.01% | -8.3% |
GGG | Buy | GRACO INC | $508,000 | +16.2% | 6,307 | +1.1% | 0.01% | 0.0% |
DLTR | Buy | DOLLAR TREE INC | $502,000 | +62.5% | 3,571 | +10.7% | 0.01% | +37.5% |
FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $518,000 | +29.2% | 8,990 | +43.8% | 0.01% | +10.0% |
RDIV | Buy | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $492,000 | +23.6% | 11,684 | +14.3% | 0.01% | +10.0% |
INDS | New | PACER FDS TRbnchmrk indstr | $462,000 | – | 8,249 | +100.0% | 0.01% | – |
NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $458,000 | +8.5% | 28,428 | +5.3% | 0.01% | -9.1% |
XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $450,000 | – | 7,691 | +100.0% | 0.01% | – |
PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $454,000 | +13.5% | 7,456 | +2.1% | 0.01% | 0.0% |
PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $466,000 | +18.9% | 4,824 | +11.1% | 0.01% | 0.0% |
PNW | Buy | PINNACLE WEST CAP CORP | $435,000 | +22.5% | 6,156 | +25.6% | 0.01% | +11.1% |
CME | Buy | CME GROUP INC | $449,000 | +53.2% | 1,967 | +29.9% | 0.01% | +42.9% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $443,000 | +22.4% | 2,833 | +9.0% | 0.01% | +11.1% |
CNI | Buy | CANADIAN NATL RY CO | $469,000 | +6.6% | 3,814 | +0.2% | 0.01% | -9.1% |
CTVA | Buy | CORTEVA INC | $469,000 | +21.2% | 9,920 | +8.0% | 0.01% | 0.0% |
TM | Buy | TOYOTA MOTOR CORPads | $445,000 | +11.8% | 2,399 | +7.2% | 0.01% | 0.0% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $459,000 | +15.9% | 8,801 | +7.4% | 0.01% | 0.0% |
YOU | Buy | CLEAR SECURE INC | $474,000 | +37.0% | 15,125 | +79.5% | 0.01% | +11.1% |
EBAY | Buy | EBAY INC. | $466,000 | +1.3% | 7,000 | +6.0% | 0.01% | -16.7% |
FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $461,000 | +38.4% | 4,315 | +15.9% | 0.01% | +25.0% |
TEL | Buy | TE CONNECTIVITY LTD | $474,000 | +23.8% | 2,939 | +5.3% | 0.01% | 0.0% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $443,000 | +27.7% | 8,780 | +22.7% | 0.01% | +11.1% |
NEP | Buy | NEXTERA ENERGY PARTNERS LP | $467,000 | +12.0% | 5,531 | +0.1% | 0.01% | -9.1% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $445,000 | +67.9% | 3,517 | +46.5% | 0.01% | +42.9% |
SOFI | New | SOFI TECHNOLOGIES INC | $468,000 | – | 29,633 | +100.0% | 0.01% | – |
RHI | Buy | ROBERT HALF INTL INC | $444,000 | +23.0% | 3,982 | +10.6% | 0.01% | +11.1% |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $452,000 | +34.5% | 1,261 | +7.4% | 0.01% | +11.1% |
GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $446,000 | +5.2% | 8,270 | +0.2% | 0.01% | -9.1% |
XTN | Buy | SPDR SER TRs&p transn etf | $433,000 | +24.1% | 4,586 | +13.7% | 0.01% | +11.1% |
XLNX | Buy | XILINX INC | $461,000 | +62.9% | 2,174 | +16.1% | 0.01% | +42.9% |
EMN | Buy | EASTMAN CHEM CO | $449,000 | +21.0% | 3,709 | +0.8% | 0.01% | +11.1% |
NUO | Buy | NUVEEN OHIO QLTY MUN INCOME | $408,000 | +2.8% | 25,520 | +2.0% | 0.01% | -10.0% |
HYD | New | VANECK ETF TRUSThigh yld munietf | $411,000 | – | 6,587 | +100.0% | 0.01% | – |
CTEC | New | GLOBAL X FDScleantech etf | $416,000 | – | 23,610 | +100.0% | 0.01% | – |
WELL | Buy | WELLTOWER INC | $413,000 | +11.6% | 4,810 | +7.2% | 0.01% | 0.0% |
OXY | Buy | OCCIDENTAL PETE CORP | $395,000 | +1.3% | 13,620 | +3.4% | 0.01% | -10.0% |
RA | Buy | BROOKFIELD REAL ASSETS INCOM | $390,000 | +8.9% | 18,452 | +7.8% | 0.01% | 0.0% |
BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $386,000 | – | 15,225 | +100.0% | 0.01% | – |
FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $426,000 | +11.8% | 6,819 | +2.6% | 0.01% | -10.0% |
USRT | New | ISHARES TRcre u s reit etf | $401,000 | – | 5,930 | +100.0% | 0.01% | – |
FAS | New | DIREXION SHS ETF TRdly fin bull new | $396,000 | – | 3,027 | +100.0% | 0.01% | – |
AMP | Buy | AMERIPRISE FINL INC | $420,000 | +21.7% | 1,392 | +6.6% | 0.01% | 0.0% |
HPS | Buy | HANCOCK JOHN PFD INCOME FD I | $404,000 | +2.8% | 21,534 | +2.7% | 0.01% | -10.0% |
RBLX | Buy | ROBLOX CORPcl a | $420,000 | +38.6% | 4,069 | +1.5% | 0.01% | +12.5% |
ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $397,000 | +2.8% | 12,054 | +3.2% | 0.01% | -10.0% |
BIF | Buy | BOULDER GROWTH & INCOME FD I | $411,000 | +8.4% | 28,897 | +0.0% | 0.01% | -10.0% |
PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $419,000 | +10.6% | 10,543 | +0.0% | 0.01% | -10.0% |
TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $389,000 | +48.5% | 18,405 | +48.5% | 0.01% | +28.6% |
EXPE | Buy | EXPEDIA GROUP INC | $428,000 | +27.8% | 2,368 | +15.9% | 0.01% | 0.0% |
VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $400,000 | +52.7% | 2,643 | +42.1% | 0.01% | +28.6% |
BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $390,000 | – | 17,653 | +100.0% | 0.01% | – |
FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $388,000 | +12.8% | 4,393 | +2.4% | 0.01% | 0.0% |
HUBS | Buy | HUBSPOT INC | $416,000 | +3.7% | 631 | +6.4% | 0.01% | -10.0% |
ALGN | Buy | ALIGN TECHNOLOGY INC | $402,000 | +20.0% | 611 | +21.5% | 0.01% | 0.0% |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $384,000 | +18.5% | 10,173 | +20.8% | 0.01% | +12.5% |
CTAS | Buy | CINTAS CORP | $421,000 | +35.4% | 949 | +16.3% | 0.01% | +12.5% |
CINF | Buy | CINCINNATI FINL CORP | $408,000 | +25.5% | 3,580 | +25.8% | 0.01% | +12.5% |
VTR | Buy | VENTAS INC | $394,000 | +0.8% | 7,706 | +8.8% | 0.01% | -10.0% |
BBY | Buy | BEST BUY INC | $395,000 | +16.2% | 3,883 | +20.6% | 0.01% | 0.0% |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $404,000 | +0.7% | 620 | +12.5% | 0.01% | -10.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $425,000 | -10.3% | 6,380 | +4.1% | 0.01% | -25.0% |
EFV | New | ISHARES TReafe value etf | $403,000 | – | 7,989 | +100.0% | 0.01% | – |
EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $401,000 | +14.9% | 37,615 | +7.7% | 0.01% | 0.0% |
TMUS | Buy | T-MOBILE US INC | $421,000 | -2.1% | 3,625 | +7.8% | 0.01% | -18.2% |
GAM | Buy | GENERAL AMERN INVS CO INC | $399,000 | +9.6% | 9,038 | +7.0% | 0.01% | 0.0% |
GLW | Buy | CORNING INC | $399,000 | +7.5% | 10,705 | +5.2% | 0.01% | 0.0% |
NVAX | Buy | NOVAVAX INC | $382,000 | -19.4% | 2,668 | +16.7% | 0.01% | -33.3% |
IPAY | Buy | ETF MANAGERS TRprime mobile pay | $346,000 | -13.9% | 5,951 | +0.2% | 0.01% | -20.0% |
DBX | New | DROPBOX INCcl a | $364,000 | – | 14,814 | +100.0% | 0.01% | – |
VAW | Buy | VANGUARD WORLD FDSmaterials etf | $350,000 | +40.6% | 1,776 | +23.5% | 0.01% | +33.3% |
LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $344,000 | +13.2% | 2,838 | +5.9% | 0.01% | 0.0% |
CHD | Buy | CHURCH & DWIGHT CO INC | $373,000 | +28.6% | 3,639 | +3.8% | 0.01% | +14.3% |
RH | Buy | RH | $359,000 | -19.0% | 670 | +0.8% | 0.01% | -27.3% |
IUSB | Buy | ISHARES TRcore total usd | $368,000 | +3.1% | 6,954 | +3.6% | 0.01% | -11.1% |
ESGE | New | ISHARES INCesg awr msci em | $377,000 | – | 9,476 | +100.0% | 0.01% | – |
ASO | New | ACADEMY SPORTS & OUTDOORS IN | $367,000 | – | 8,363 | +100.0% | 0.01% | – |
IMCG | New | ISHARES TRmrgstr md cp grw | $350,000 | – | 4,777 | +100.0% | 0.01% | – |
NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $375,000 | -9.0% | 7,623 | +0.7% | 0.01% | -20.0% |
IDU | Buy | ISHARES TRu.s. utilits etf | $380,000 | +39.2% | 4,298 | +24.5% | 0.01% | +14.3% |
MHK | Buy | MOHAWK INDS INC | $383,000 | +6.7% | 2,100 | +3.8% | 0.01% | -11.1% |
NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $365,000 | +5.8% | 5,317 | +1.0% | 0.01% | -11.1% |
SABR | Buy | SABRE CORP | $361,000 | -24.5% | 41,978 | +3.9% | 0.01% | -33.3% |
ALLE | Buy | ALLEGION PLC | $374,000 | +28.5% | 2,827 | +28.4% | 0.01% | +14.3% |
MMC | Buy | MARSH & MCLENNAN COS INC | $367,000 | +45.6% | 2,113 | +27.1% | 0.01% | +33.3% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $344,000 | +12.1% | 4,987 | +14.0% | 0.01% | 0.0% |
GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $355,000 | +26.3% | 3,727 | +14.1% | 0.01% | +14.3% |
RCL | Buy | ROYAL CARIBBEAN GROUP | $349,000 | +5.8% | 4,536 | +22.3% | 0.01% | 0.0% |
GGB | Buy | GERDAU SAspon adr rep pfd | $352,000 | 0.0% | 71,519 | +0.0% | 0.01% | -11.1% |
BILL | Buy | BILL COM HLDGS INC | $371,000 | +2.5% | 1,491 | +10.0% | 0.01% | -11.1% |
FSR | Buy | FISKER INC | $372,000 | +9.1% | 23,646 | +1.5% | 0.01% | -11.1% |
WY | Buy | WEYERHAEUSER CO MTN BE | $348,000 | +23.4% | 8,444 | +6.6% | 0.01% | +14.3% |
BSX | Buy | BOSTON SCIENTIFIC CORP | $376,000 | 0.0% | 8,862 | +2.3% | 0.01% | -20.0% |
GRMN | Buy | GARMIN LTD | $309,000 | +3.0% | 2,268 | +17.5% | 0.01% | -12.5% |
CERN | New | CERNER CORP | $308,000 | – | 3,319 | +100.0% | 0.01% | – |
MFC | New | MANULIFE FINL CORP | $297,000 | – | 15,571 | +100.0% | 0.01% | – |
DGS | New | WISDOMTREE TRemg mkts smcap | $325,000 | – | 6,133 | +100.0% | 0.01% | – |
VMC | Buy | VULCAN MATLS CO | $326,000 | +46.8% | 1,569 | +19.4% | 0.01% | +16.7% |
ACWI | Buy | ISHARES TRmsci acwi etf | $315,000 | +7.9% | 2,980 | +2.0% | 0.01% | 0.0% |
MNST | Buy | MONSTER BEVERAGE CORP NEW | $306,000 | +30.2% | 3,186 | +20.6% | 0.01% | +16.7% |
SF | Buy | STIFEL FINL CORP | $299,000 | +10.3% | 4,248 | +6.7% | 0.01% | 0.0% |
BXMT | New | BLACKSTONE MTG TR INC | $297,000 | – | 9,688 | +100.0% | 0.01% | – |
EXPD | Buy | EXPEDITORS INTL WASH INC | $320,000 | +21.7% | 2,380 | +7.8% | 0.01% | 0.0% |
SNAP | Buy | SNAP INCcl a | $313,000 | -33.4% | 6,647 | +4.5% | 0.01% | -41.7% |
ULTA | New | ULTA BEAUTY INC | $300,000 | – | 728 | +100.0% | 0.01% | – |
UL | Buy | UNILEVER PLCspon adr new | $309,000 | -0.3% | 5,745 | +0.4% | 0.01% | -12.5% |
U | Buy | UNITY SOFTWARE INC | $334,000 | +17.6% | 2,339 | +4.0% | 0.01% | 0.0% |
DPZ | Buy | DOMINOS PIZZA INC | $310,000 | +22.0% | 550 | +3.2% | 0.01% | +16.7% |
IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $313,000 | +39.1% | 6,843 | +31.5% | 0.01% | +16.7% |
JNK | Buy | SPDR SER TRbloomberg high y | $329,000 | +47.5% | 3,032 | +48.9% | 0.01% | +16.7% |
SE | New | SEA LTDsponsord ads | $300,000 | – | 1,342 | +100.0% | 0.01% | – |
DWAS | Buy | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $304,000 | +15.2% | 3,379 | +12.4% | 0.01% | 0.0% |
BOX | New | BOX INCcl a | $304,000 | – | 11,591 | +100.0% | 0.01% | – |
NWSA | Buy | NEWS CORP NEWcl a | $329,000 | +2.2% | 14,737 | +7.7% | 0.01% | -12.5% |
TDOC | Buy | TELADOC HEALTH INC | $337,000 | -26.4% | 3,674 | +1.8% | 0.01% | -41.7% |
CACI | New | CACI INTL INCcl a | $302,000 | – | 1,123 | +100.0% | 0.01% | – |
AAP | New | ADVANCE AUTO PARTS INC | $313,000 | – | 1,306 | +100.0% | 0.01% | – |
MARA | New | MARATHON DIGITAL HOLDINGS IN | $322,000 | – | 9,803 | +100.0% | 0.01% | – |
LNG | Buy | CHENIERE ENERGY INC | $331,000 | +6.1% | 3,264 | +2.1% | 0.01% | -12.5% |
THO | New | THOR INDS INC | $293,000 | – | 2,823 | +100.0% | 0.01% | – |
DDD | Buy | 3-D SYS CORP DEL | $284,000 | -11.8% | 13,196 | +13.1% | 0.01% | -25.0% |
BNTX | Buy | BIONTECH SEsponsored ads | $277,000 | +11.2% | 1,075 | +17.9% | 0.01% | 0.0% |
NET | Buy | CLOUDFLARE INC | $270,000 | +16.9% | 2,055 | +0.3% | 0.01% | 0.0% |
CODI | Buy | COMPASS DIVERSIFIEDsh ben int | $290,000 | +26.1% | 9,472 | +15.8% | 0.01% | 0.0% |
AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $282,000 | +15.6% | 6,253 | +5.0% | 0.01% | 0.0% |
CGC | Buy | CANOPY GROWTH CORP | $268,000 | -36.3% | 30,720 | +1.2% | 0.01% | -45.5% |
DBEF | Buy | DBX ETF TRxtrack msci eafe | $260,000 | +4.4% | 6,621 | +0.3% | 0.01% | 0.0% |
DNP | Buy | DNP SELECT INCOME FD INC | $250,000 | +14.2% | 22,954 | +11.7% | 0.01% | 0.0% |
FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $293,000 | – | 4,719 | +100.0% | 0.01% | – |
DKS | New | DICKS SPORTING GOODS INC | $255,000 | – | 2,217 | +100.0% | 0.01% | – |
LNC | Buy | LINCOLN NATL CORP IND | $250,000 | -0.4% | 3,664 | +0.3% | 0.01% | 0.0% |
FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $270,000 | – | 15,723 | +100.0% | 0.01% | – |
RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $280,000 | – | 5,866 | +100.0% | 0.01% | – |
PSL | Buy | INVESCO EXCHANGE TRADED FD Tdwa staples | $286,000 | +4.0% | 3,123 | +1.5% | 0.01% | -14.3% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $253,000 | +3.7% | 1,891 | +3.7% | 0.01% | 0.0% |
MCK | New | MCKESSON CORP | $289,000 | – | 1,162 | +100.0% | 0.01% | – |
IR | Buy | INGERSOLL RAND INC | $268,000 | +22.9% | 4,328 | +0.0% | 0.01% | 0.0% |
MNA | New | INDEXIQ ETF TRiq mrgr arb etf | $255,000 | – | 7,898 | +100.0% | 0.01% | – |
MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $253,000 | -0.4% | 9,504 | +0.0% | 0.01% | 0.0% |
ON | New | ON SEMICONDUCTOR CORP | $274,000 | – | 4,029 | +100.0% | 0.01% | – |
FNDB | Buy | SCHWAB STRATEGIC TRschwab fdt us bm | $273,000 | +11.9% | 4,698 | +3.3% | 0.01% | 0.0% |
HUM | Buy | HUMANA INC | $264,000 | +20.5% | 569 | +1.2% | 0.01% | 0.0% |
XYL | Buy | XYLEM INC | $271,000 | -1.5% | 2,261 | +1.8% | 0.01% | -14.3% |
BSMN | Buy | INVESCO EXCH TRD SLF IDX FD | $260,000 | +4.4% | 10,169 | +4.7% | 0.01% | 0.0% |
GSG | Buy | ISHARES S&P GSCI COMMODITY-unit ben int | $271,000 | +7.1% | 15,850 | +5.7% | 0.01% | 0.0% |
XPO | Buy | XPO LOGISTICS INC | $275,000 | +16.0% | 3,556 | +19.6% | 0.01% | 0.0% |
QSR | Buy | RESTAURANT BRANDS INTL INC | $260,000 | +2.4% | 4,285 | +3.4% | 0.01% | 0.0% |
WDAY | Buy | WORKDAY INCcl a | $282,000 | +11.5% | 1,031 | +1.7% | 0.01% | 0.0% |
BLCN | New | SIREN ETF TRnsd nxgn eco etf | $265,000 | – | 6,227 | +100.0% | 0.01% | – |
UTG | Buy | REAVES UTIL INCOME FD | $256,000 | +8.9% | 7,289 | +1.7% | 0.01% | 0.0% |
SONO | Buy | SONOS INC | $264,000 | -7.7% | 8,864 | +0.4% | 0.01% | -14.3% |
KREF | New | KKR REAL ESTATE FIN TR INC | $249,000 | – | 11,947 | +100.0% | 0.01% | – |
EFR | Buy | EATON VANCE SR FLTNG RTE TR | $277,000 | +1.1% | 18,789 | +0.0% | 0.01% | -14.3% |
GPS | Buy | GAP INC | $278,000 | -15.8% | 15,748 | +8.2% | 0.01% | -25.0% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $263,000 | -1.1% | 2,852 | +0.5% | 0.01% | -14.3% |
GME | Buy | GAMESTOP CORP NEWcl a | $291,000 | -13.1% | 1,960 | +2.6% | 0.01% | -33.3% |
VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $264,000 | +7.8% | 1,257 | +3.5% | 0.01% | 0.0% |
BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $249,000 | – | 4,130 | +100.0% | 0.01% | – |
SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $270,000 | +16.4% | 6,620 | +6.6% | 0.01% | 0.0% |
PNR | Buy | PENTAIR PLC | $256,000 | +0.8% | 3,509 | +0.3% | 0.01% | 0.0% |
SDOG | Buy | ALPS ETF TRsectr div dogs | $251,000 | +12.1% | 4,680 | +6.8% | 0.01% | 0.0% |
BGS | Buy | B & G FOODS INC NEW | $256,000 | +21.9% | 8,322 | +18.2% | 0.01% | +20.0% |
BIDU | New | BAIDU INCspon adr rep a | $268,000 | – | 1,798 | +100.0% | 0.01% | – |
GOLD | Buy | BARRICK GOLD CORP | $262,000 | +13.9% | 13,769 | +7.8% | 0.01% | 0.0% |
SBIO | Buy | ALPS ETF TRmed breakthgh | $272,000 | -2.5% | 6,444 | +5.0% | 0.01% | -14.3% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $250,000 | +9.2% | 3,386 | +0.1% | 0.01% | 0.0% |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $287,000 | -28.4% | 3,781 | +5.6% | 0.01% | -40.0% |
UPRO | New | PROSHARES TRultrpro s&p500 | $216,000 | – | 1,413 | +100.0% | 0.01% | – |
QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $232,000 | +12.1% | 7,572 | +4.0% | 0.01% | 0.0% |
NVO | New | NOVO-NORDISK A Sadr | $238,000 | – | 2,126 | +100.0% | 0.01% | – |
PCAR | Buy | PACCAR INC | $237,000 | +13.9% | 2,690 | +2.1% | 0.01% | 0.0% |
PKG | Buy | PACKAGING CORP AMER | $233,000 | +8.4% | 1,714 | +9.9% | 0.01% | 0.0% |
PMT | New | PENNYMAC MTG INVT TR | $212,000 | – | 12,237 | +100.0% | 0.01% | – |
LPX | New | LOUISIANA PAC CORP | $205,000 | – | 2,612 | +100.0% | 0.01% | – |
MUNI | New | PIMCO ETF TRinter mun bd act | $211,000 | – | 3,747 | +100.0% | 0.01% | – |
LEN | New | LENNAR CORPcl a | $237,000 | – | 2,042 | +100.0% | 0.01% | – |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $234,000 | +15.3% | 3,237 | +2.8% | 0.01% | 0.0% |
PAWZ | New | PROSHARES TRpet care etf | $229,000 | – | 2,904 | +100.0% | 0.01% | – |
R | New | RYDER SYS INC | $240,000 | – | 2,909 | +100.0% | 0.01% | – |
STIP | New | ISHARES TR0-5 yr tips etf | $219,000 | – | 2,071 | +100.0% | 0.01% | – |
IWC | New | ISHARES TRmicro-cap etf | $227,000 | – | 1,622 | +100.0% | 0.01% | – |
IYG | Buy | ISHARES TRu.s. fin svc etf | $214,000 | +4.9% | 1,107 | +2.0% | 0.01% | 0.0% |
IXJ | Buy | ISHARES TRglob hlthcre etf | $231,000 | +10.0% | 2,558 | +2.0% | 0.01% | 0.0% |
QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $231,000 | – | 6,868 | +100.0% | 0.01% | – |
XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $213,000 | – | 4,083 | +100.0% | 0.01% | – |
CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $212,000 | – | 3,499 | +100.0% | 0.01% | – |
SNY | New | SANOFIsponsored adr | $227,000 | – | 4,535 | +100.0% | 0.01% | – |
SAP | New | SAP SEspon adr | $220,000 | – | 1,571 | +100.0% | 0.01% | – |
SDGR | Buy | SCHRODINGER INC | $206,000 | -29.7% | 5,913 | +10.3% | 0.01% | -28.6% |
ITT | New | ITT INC | $225,000 | – | 2,206 | +100.0% | 0.01% | – |
HOMB | New | HOME BANCSHARES INC | $209,000 | – | 8,595 | +100.0% | 0.01% | – |
GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $248,000 | – | 7,033 | +100.0% | 0.01% | – |
AGNG | New | GLOBAL X FDSaging population | $214,000 | – | 7,422 | +100.0% | 0.01% | – |
SPLK | Buy | SPLUNK INC | $207,000 | -11.2% | 1,791 | +11.3% | 0.01% | -16.7% |
SUI | Buy | SUN CMNTYS INC | $229,000 | +14.5% | 1,089 | +0.7% | 0.01% | 0.0% |
RUN | New | SUNRUN INC | $213,000 | – | 6,215 | +100.0% | 0.01% | – |
New | GXO LOGISTICS INCORPORATED | $231,000 | – | 2,538 | +100.0% | 0.01% | – | |
TDY | Buy | TELEDYNE TECHNOLOGIES INC | $231,000 | +6.5% | 529 | +4.8% | 0.01% | -16.7% |
FAB | New | FIRST TR MULTI CP VAL ALPHA | $238,000 | – | 3,168 | +100.0% | 0.01% | – |
UGA | Buy | UNITED STS GASOLINE FD LPunits | $232,000 | +12.6% | 5,660 | +5.6% | 0.01% | 0.0% |
FPF | Buy | FIRST TR INTER DURATN PFD & | $221,000 | +2.3% | 9,024 | +4.6% | 0.01% | 0.0% |
EXAS | Buy | EXACT SCIENCES CORP | $227,000 | -9.9% | 2,918 | +10.5% | 0.01% | -16.7% |
ESGV | New | VANGUARD WORLD FDesg us stk etf | $223,000 | – | 2,536 | +100.0% | 0.01% | – |
IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $213,000 | – | 1,112 | +100.0% | 0.01% | – |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $247,000 | +12.8% | 2,395 | +12.0% | 0.01% | -16.7% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $207,000 | +0.5% | 3,831 | +4.8% | 0.01% | 0.0% |
CFG | Buy | CITIZENS FINL GROUP INC | $245,000 | +21.3% | 5,195 | +20.6% | 0.01% | 0.0% |
CET | New | CENTRAL SECS CORP | $209,000 | – | 4,680 | +100.0% | 0.01% | – |
CNC | New | CENTENE CORP DEL | $225,000 | – | 2,730 | +100.0% | 0.01% | – |
CE | Buy | CELANESE CORP DEL | $239,000 | +17.2% | 1,424 | +5.3% | 0.01% | 0.0% |
KMX | Buy | CARMAX INC | $207,000 | +2.5% | 1,591 | +0.6% | 0.01% | 0.0% |
NFJ | New | VIRTUS DIVIDEND INTEREST & P | $212,000 | – | 13,200 | +100.0% | 0.01% | – |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $227,000 | -2.6% | 15,232 | +0.9% | 0.01% | -16.7% |
WCN | Buy | WASTE CONNECTIONS INC | $230,000 | +10.6% | 1,690 | +2.4% | 0.01% | 0.0% |
MUI | Buy | BLACKROCK MUNICIPAL INCOME | $234,000 | +3.1% | 15,441 | +3.3% | 0.01% | -16.7% |
AME | New | AMETEK INC | $222,000 | – | 1,509 | +100.0% | 0.01% | – |
UHAL | New | AMERCO | $213,000 | – | 293 | +100.0% | 0.01% | – |
LNT | New | ALLIANT ENERGY CORP | $215,000 | – | 3,499 | +100.0% | 0.01% | – |
ICLR | New | ICON PLC | $219,000 | – | 708 | +100.0% | 0.01% | – |
RIGS | Buy | ALPS ETF TRrivrfrnt str inc | $224,000 | 0.0% | 9,092 | +0.3% | 0.01% | -16.7% |
DTEC | New | ALPS ETF TRdisruptive tech | $216,000 | – | 4,468 | +100.0% | 0.01% | – |
MQY | Buy | BLACKROCK MUNIYILD QULT FD I | $197,000 | 0.0% | 12,175 | +0.2% | 0.00% | -20.0% |
Buy | TOAST INCcl a | $202,000 | -24.1% | 5,810 | +9.0% | 0.00% | -42.9% | |
HAP | New | VANECK ETF TRUSTnatural resourc | $200,000 | – | 4,245 | +100.0% | 0.00% | – |
BITF | Buy | BITFARMS LTD | $166,000 | +27.7% | 32,900 | +7.9% | 0.00% | +33.3% |
QTUM | New | ETF SER SOLUTIONSdefiance quant | $202,000 | – | 3,625 | +100.0% | 0.00% | – |
HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $196,000 | -5.8% | 10,216 | +2.2% | 0.00% | -20.0% |
DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $174,000 | -8.9% | 10,812 | +0.8% | 0.00% | -20.0% |
WAB | New | WABTEC | $200,000 | – | 2,176 | +100.0% | 0.00% | – |
BIZD | New | VANECK ETF TRUST | $175,000 | – | 10,195 | +100.0% | 0.00% | – |
AGNC | New | AGNC INVT CORP | $167,000 | – | 11,115 | +100.0% | 0.00% | – |
WOR | New | WORTHINGTON INDS INC | $202,000 | – | 3,696 | +100.0% | 0.00% | – |
FAF | New | FIRST AMERN FINL CORP | $203,000 | – | 2,601 | +100.0% | 0.00% | – |
PHK | Buy | PIMCO HIGH INCOME FD | $189,000 | +1.1% | 30,657 | +3.2% | 0.00% | -20.0% |
FHN | New | FIRST HORIZON CORPORATION | $166,000 | – | 10,145 | +100.0% | 0.00% | – |
Buy | RISKIFIED LTD | $191,000 | -34.4% | 24,286 | +90.2% | 0.00% | -42.9% | |
XNTK | New | SPDR SER TRnyse tech etf | $201,000 | – | 1,211 | +100.0% | 0.00% | – |
QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $203,000 | – | 2,650 | +100.0% | 0.00% | – |
NCA | Buy | NUVEEN CALIFORNIA MUNI VLU F | $193,000 | -4.0% | 19,087 | +0.1% | 0.00% | -20.0% |
JBLU | New | JETBLUE AWYS CORP | $198,000 | – | 13,923 | +100.0% | 0.00% | – |
MAV | Buy | PIONEER MUNICIPAL HIGH INCOM | $162,000 | +7.3% | 14,000 | +7.7% | 0.00% | 0.0% |
PSQ | New | PROSHARES TRshort qqq new | $164,000 | – | 15,133 | +100.0% | 0.00% | – |
SH | New | PROSHARES TRshort s&p 500 ne | $169,000 | – | 12,444 | +100.0% | 0.00% | – |
ME | Buy | 23ANDME HOLDING CO | $202,000 | 0.0% | 30,350 | +36.3% | 0.00% | -20.0% |
FDD | New | FIRST TR STOXX EUROPEAN SELE | $166,000 | – | 11,515 | +100.0% | 0.00% | – |
UP | Buy | WHEELS UP EXPERIENCE INC | $133,000 | +68.4% | 28,650 | +138.8% | 0.00% | +50.0% |
RJI | New | SWEDISH EXPT CR CORProg ttl etn 22 | $134,000 | – | 19,460 | +100.0% | 0.00% | – |
FNB | New | F N B CORP | $123,000 | – | 10,126 | +100.0% | 0.00% | – |
RMT | New | ROYCE MICRO-CAP TR INC | $118,000 | – | 10,210 | +100.0% | 0.00% | – |
BGY | Buy | BLACKROCK ENHANCED INTL DIV | $148,000 | +32.1% | 23,603 | +29.8% | 0.00% | 0.0% |
MCN | Buy | MADISON COVERED CALL & EQUIT | $146,000 | +43.1% | 18,176 | +40.1% | 0.00% | 0.0% |
SCKT | New | SOCKET MOBILE INC | $82,000 | – | 20,000 | +100.0% | 0.00% | – |
HUT | New | HUT 8 MNG CORP | $98,000 | – | 12,500 | +100.0% | 0.00% | – |
MIC | New | MACQUARIE INFRASTR HOLD LLC | $79,000 | – | 21,675 | +100.0% | 0.00% | – |
ZTR | New | VIRTUS GLOBAL DIVID & INCOME | $101,000 | – | 10,661 | +100.0% | 0.00% | – |
FAX | New | ABERDEEN ASIA-PACIFIC INCOME | $75,000 | – | 19,560 | +100.0% | 0.00% | – |
MFV | New | MFS SPL VALUE TRsh ben int | $89,000 | – | 13,010 | +100.0% | 0.00% | – |
VRAY | New | VIEWRAY INC | $92,000 | – | 16,700 | +100.0% | 0.00% | – |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $77,000 | +11.6% | 12,332 | +5.3% | 0.00% | 0.0% |
Buy | LI-CYCLE HOLDINGS CORP | $106,000 | -10.9% | 10,648 | +4.3% | 0.00% | -33.3% | |
EOD | New | ALLSPRING GLOBAL DIVIDEND OP | $69,000 | – | 11,762 | +100.0% | 0.00% | – |
TMDI | Buy | TITAN MED INC | $45,000 | -58.7% | 72,348 | +0.7% | 0.00% | -66.7% |
GNT | New | GAMCO NAT RES GOLD & INCOMEsh ben int | $64,000 | – | 12,000 | +100.0% | 0.00% | – |
SDC | Buy | SMILEDIRECTCLUB INC | $45,000 | -19.6% | 19,160 | +83.6% | 0.00% | 0.0% |
SEAC | New | SEACHANGE INTL INC | $24,000 | – | 15,000 | +100.0% | 0.00% | – |
ROOT | Buy | ROOT INC | $49,000 | -40.2% | 15,700 | +1.3% | 0.00% | -50.0% |
GPL | Buy | GREAT PANTHER MNG LTD | $15,000 | -34.8% | 69,900 | +40.1% | 0.00% | -100.0% |
GNUS | Buy | GENIUS BRANDS INTL INC | $12,000 | -20.0% | 11,760 | +6.4% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 38 | Q3 2023 | 4.9% |
MICROSOFT CORP | 38 | Q3 2023 | 2.1% |
VANGUARD INDEX FDS | 38 | Q3 2023 | 4.9% |
EXXON MOBIL CORP | 38 | Q3 2023 | 3.1% |
JOHNSON & JOHNSON | 38 | Q3 2023 | 1.6% |
JPMORGAN CHASE & CO | 38 | Q3 2023 | 1.0% |
AT&T INC | 38 | Q3 2023 | 2.2% |
VERIZON COMMUNICATIONS INC | 38 | Q3 2023 | 1.3% |
BRISTOL-MYERS SQUIBB CO | 38 | Q3 2023 | 1.0% |
HOME DEPOT INC | 38 | Q3 2023 | 0.9% |
View Stratos Wealth Partners, LTD.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-14 |
View Stratos Wealth Partners, LTD.'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.