$2.22 Billion is the total value of Sargent Bickham Lagudis LLC's 1871 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 40.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Buy | ISHARES TRcore us aggbd et | $270,040,000 | +98.9% | 2,328,758 | +102.5% | 12.17% | -10.8% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $138,160,000 | +257.4% | 808,149 | +171.2% | 6.23% | +60.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $119,177,000 | +52.1% | 309,742 | +32.4% | 5.37% | -31.8% |
VOO | Buy | VANGUARD INDEX FDS | $106,483,000 | +100.6% | 301,010 | +74.4% | 4.80% | -10.1% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $85,321,000 | +154.5% | 1,553,981 | +152.4% | 3.84% | +14.1% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $61,423,000 | +173.5% | 1,274,548 | +132.1% | 2.77% | +22.6% |
AAPL | Buy | APPLE INC | $58,998,000 | +128.6% | 462,274 | +107.4% | 2.66% | +2.5% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $42,983,000 | +173.2% | 452,303 | +131.8% | 1.94% | +22.5% |
ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $40,903,000 | +107.1% | 1,277,720 | +92.4% | 1.84% | -7.1% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $37,931,000 | +50.7% | 663,245 | +41.3% | 1.71% | -32.4% |
AMZN | Buy | AMAZON COM INC | $36,633,000 | +100.0% | 11,536 | +98.3% | 1.65% | -10.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $34,664,000 | +49.1% | 89,819 | +29.9% | 1.56% | -33.1% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $31,067,000 | +108.2% | 154,906 | +76.8% | 1.40% | -6.7% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $28,720,000 | +132.9% | 482,403 | +97.3% | 1.29% | +4.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $28,692,000 | +217.0% | 778,631 | +170.1% | 1.29% | +42.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $27,709,000 | +121.2% | 113,740 | +93.4% | 1.25% | -0.8% |
PFE | Buy | PFIZER INC | $23,872,000 | +106.6% | 653,664 | +107.6% | 1.08% | -7.3% |
V | Buy | VISA INC | $22,172,000 | +121.2% | 103,018 | +105.5% | 1.00% | -0.9% |
ACWI | Buy | ISHARES TRmsci acwi etf | $21,429,000 | +131.9% | 230,338 | +99.2% | 0.97% | +4.0% |
IJR | Buy | ISHARES TRcore s&p scp etf | $21,442,000 | +280.4% | 213,229 | +165.7% | 0.97% | +70.7% |
HD | Buy | HOME DEPOT INC | $20,595,000 | +109.0% | 72,093 | +103.2% | 0.93% | -6.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $20,305,000 | +154.0% | 10,646 | +95.2% | 0.92% | +13.8% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $20,243,000 | +127.2% | 150,515 | +82.7% | 0.91% | +1.9% |
DHR | Buy | DANAHER CORPORATION | $19,861,000 | +112.3% | 88,817 | +104.5% | 0.90% | -4.8% |
AOK | Buy | ISHARES TRconser alloc etf | $18,805,000 | +108.9% | 486,012 | +100.6% | 0.85% | -6.3% |
ACN | Buy | ACCENTURE PLC IRELAND | $18,375,000 | +136.1% | 68,370 | +98.5% | 0.83% | +5.9% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $17,544,000 | +152.7% | 39,183 | +91.2% | 0.79% | +13.3% |
FB | Buy | FACEBOOK INCcl a | $16,930,000 | +112.2% | 59,646 | +95.8% | 0.76% | -4.9% |
MSFT | Buy | MICROSOFT CORP | $16,644,000 | +126.0% | 72,637 | +107.5% | 0.75% | +1.4% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $16,274,000 | +110.6% | 188,194 | +114.8% | 0.73% | -5.7% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $16,232,000 | +79.9% | 123,695 | +60.0% | 0.73% | -19.3% |
UNH | Buy | UNITEDHEALTH GROUP INC | $15,670,000 | +133.0% | 43,363 | +101.0% | 0.71% | +4.4% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $15,304,000 | +573.6% | 161,655 | +386.2% | 0.69% | +202.6% |
JPM | Buy | JPMORGAN CHASE & CO | $14,121,000 | +176.7% | 101,254 | +91.0% | 0.64% | +24.0% |
DIS | Buy | DISNEY WALT CO | $13,723,000 | +210.8% | 75,054 | +110.9% | 0.62% | +39.4% |
NEE | Buy | NEXTERA ENERGY INC | $13,701,000 | +117.8% | 179,393 | +691.5% | 0.62% | -2.2% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $13,414,000 | +128.4% | 142,902 | +93.7% | 0.60% | +2.5% |
SYK | Buy | STRYKER CORPORATION | $13,270,000 | +124.0% | 54,314 | +91.0% | 0.60% | +0.5% |
CNI | Buy | CANADIAN NATL RY CO | $13,115,000 | +107.5% | 116,136 | +95.6% | 0.59% | -6.9% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $13,079,000 | +144.4% | 61,121 | +101.3% | 0.59% | +9.5% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $12,674,000 | +166.5% | 62,036 | +100.6% | 0.57% | +19.5% |
AMT | Buy | AMERICAN TOWER CORP NEW | $12,525,000 | +91.9% | 54,039 | +100.2% | 0.56% | -13.9% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $12,220,000 | +540.8% | 232,181 | +436.7% | 0.55% | +187.0% |
SSO | Buy | PROSHARES TR | $11,942,000 | +137.1% | 123,655 | +80.4% | 0.54% | +6.3% |
IEFA | Buy | ISHARES TRcore msci eafe | $11,785,000 | +178.5% | 166,897 | +137.7% | 0.53% | +24.9% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $11,673,000 | +106.7% | 413,650 | +76.2% | 0.53% | -7.4% |
ABT | Buy | ABBOTT LABS | $11,592,000 | +110.3% | 101,066 | +99.6% | 0.52% | -5.8% |
ROP | Buy | ROPER TECHNOLOGIES INC | $11,567,000 | +110.5% | 27,734 | +99.5% | 0.52% | -5.6% |
ECL | Buy | ECOLAB INC | $11,500,000 | +116.7% | 53,437 | +101.2% | 0.52% | -2.8% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $11,445,000 | +120.6% | 100,835 | +94.5% | 0.52% | -1.0% |
IEMG | Buy | ISHARES INCcore msci emkt | $11,323,000 | +633.4% | 179,301 | +513.2% | 0.51% | +229.0% |
CHD | Buy | CHURCH & DWIGHT INC | $10,870,000 | +84.4% | 124,528 | +98.0% | 0.49% | -17.2% |
TJX | Buy | TJX COS INC NEW | $10,770,000 | +139.5% | 160,243 | +98.3% | 0.48% | +7.3% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $10,690,000 | +206.9% | 342,816 | +163.4% | 0.48% | +37.7% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $10,096,000 | +35.4% | 183,501 | +38.0% | 0.46% | -39.3% |
NKE | Buy | NIKE INCcl b | $10,049,000 | +117.6% | 73,228 | +99.1% | 0.45% | -2.4% |
MUB | Buy | ISHARES TRnational mun etf | $9,631,000 | +118.0% | 82,597 | +116.8% | 0.43% | -2.3% |
VFC | Buy | V F CORP | $9,155,000 | +135.2% | 110,851 | +100.0% | 0.41% | +5.6% |
BLK | Buy | BLACKROCK INC | $8,798,000 | +143.6% | 11,936 | +86.3% | 0.40% | +9.4% |
WTRG | Buy | ESSENTIAL UTILS INC | $8,224,000 | +124.6% | 178,778 | +96.5% | 0.37% | +0.8% |
QCOM | Buy | QUALCOMM INC | $8,161,000 | +3417.7% | 57,390 | +2811.7% | 0.37% | +1500.0% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $8,016,000 | +119.5% | 128,046 | +111.4% | 0.36% | -1.6% |
VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $7,837,000 | +136.6% | 46,645 | +70.3% | 0.35% | +6.0% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $7,798,000 | +174.1% | 108,738 | +112.1% | 0.35% | +22.7% |
CB | Buy | CHUBB LIMITED | $7,795,000 | +139.3% | 49,995 | +78.2% | 0.35% | +7.3% |
RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $7,571,000 | +133.5% | 28,961 | +88.2% | 0.34% | +4.6% |
JNJ | Buy | JOHNSON & JOHNSON | $7,361,000 | +179.4% | 45,753 | +158.5% | 0.33% | +25.3% |
LUV | Buy | SOUTHWEST AIRLS CO | $7,143,000 | +162.0% | 133,108 | +83.1% | 0.32% | +17.5% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $7,110,000 | +21.0% | 75,752 | +3.9% | 0.32% | -45.9% |
EFA | Buy | ISHARES TRmsci eafe etf | $6,989,000 | +126.9% | 93,902 | +94.0% | 0.32% | +1.6% |
SDY | Buy | SPDR SER TRs&p divid etf | $6,704,000 | +123.6% | 59,969 | +84.8% | 0.30% | +0.3% |
KO | Buy | COCA COLA CO | $6,550,000 | +115.8% | 121,784 | +98.1% | 0.30% | -3.3% |
SBUX | Buy | STARBUCKS CORP | $6,530,000 | +150.2% | 60,404 | +98.8% | 0.29% | +12.2% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $6,230,000 | +100.6% | 44,173 | +109.4% | 0.28% | -9.9% |
CIEN | Buy | CIENA CORP | $6,090,000 | +176.1% | 113,159 | +103.6% | 0.27% | +23.4% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,999,000 | +11.3% | 46,559 | -0.5% | 0.27% | -50.2% |
WMT | Buy | WALMART INC | $5,858,000 | +127.9% | 41,894 | +128.1% | 0.26% | +2.3% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $5,800,000 | +129.2% | 12,583 | +119.5% | 0.26% | +2.8% |
COST | Buy | COSTCO WHSL CORP NEW | $5,633,000 | +103.1% | 15,444 | +97.7% | 0.25% | -9.0% |
GOOG | Buy | ALPHABET INCcap stk cl c | $5,523,000 | +169.5% | 2,885 | +107.0% | 0.25% | +20.9% |
INFO | Buy | IHS MARKIT LTD | $5,506,000 | +138.8% | 58,930 | +100.6% | 0.25% | +6.9% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $5,099,000 | +78.2% | 52,861 | +49.5% | 0.23% | -20.1% |
DSI | Buy | ISHARES TRmsci kld400 soc | $5,031,000 | +119.0% | 68,046 | +279.1% | 0.23% | -1.7% |
RGLD | Buy | ROYAL GOLD INC | $5,014,000 | +77.9% | 46,869 | +99.8% | 0.23% | -20.1% |
ABBV | Buy | ABBVIE INC | $4,942,000 | +147.1% | 45,894 | +101.0% | 0.22% | +10.9% |
IYW | Buy | ISHARES TRu.s. tech etf | $4,883,000 | +108.0% | 56,556 | +625.3% | 0.22% | -6.8% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $4,525,000 | +96.7% | 207,264 | +96.3% | 0.20% | -11.7% |
CNC | Buy | CENTENE CORP DEL | $4,454,000 | +125.5% | 71,771 | +112.0% | 0.20% | +1.5% |
JNK | Buy | SPDR SER TRbloomberg brclys | $4,299,000 | +222.3% | 39,496 | +208.7% | 0.19% | +44.8% |
ACWX | Buy | ISHARES TRmsci acwi ex us | $4,178,000 | +178.5% | 77,103 | +136.4% | 0.19% | +24.5% |
LNG | Buy | CHENIERE ENERGY INC | $4,149,000 | +181.5% | 62,851 | +97.2% | 0.19% | +26.4% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,097,000 | +116.0% | 79,815 | +114.7% | 0.18% | -3.1% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $4,078,000 | +113.8% | 18,261 | +81.4% | 0.18% | -4.2% |
MRK | Buy | MERCK & CO. INC | $3,860,000 | +97.3% | 48,642 | +106.3% | 0.17% | -11.7% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $3,671,000 | +115.4% | 10,298 | +104.4% | 0.16% | -3.5% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $3,641,000 | +748.7% | 7,606 | +769.3% | 0.16% | +281.4% |
BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,508,000 | +161.8% | 81,684 | +101.6% | 0.16% | +17.0% |
XOM | Buy | EXXON MOBIL CORP | $3,194,000 | +218.4% | 65,899 | +125.5% | 0.14% | +42.6% |
MMM | Buy | 3M CO | $3,108,000 | +129.0% | 16,917 | +99.7% | 0.14% | +2.9% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,077,000 | +124.3% | 23,750 | +110.5% | 0.14% | +0.7% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,010,000 | +1405.0% | 59,295 | +1406.5% | 0.14% | +580.0% |
PG | Buy | PROCTER AND GAMBLE CO | $2,967,000 | +123.1% | 21,638 | +126.1% | 0.13% | 0.0% |
UNP | Buy | UNION PAC CORP | $2,945,000 | +117.5% | 13,739 | +99.7% | 0.13% | -2.2% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,804,000 | +102.3% | 18,483 | +93.3% | 0.13% | -9.4% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,750,000 | -44.4% | 41,786 | -53.3% | 0.12% | -75.1% |
GIS | Buy | GENERAL MLS INC | $2,744,000 | +106.8% | 45,630 | +112.1% | 0.12% | -6.8% |
BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $2,709,000 | +80.8% | 127,940 | +82.1% | 0.12% | -19.2% |
SUB | Buy | ISHARES TRshrt nat mun etf | $2,553,000 | +99.8% | 23,646 | +100.0% | 0.12% | -10.2% |
INTC | Buy | INTEL CORP | $2,541,000 | +175.3% | 44,354 | +148.8% | 0.12% | +23.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $2,536,000 | +1052.7% | 6,881 | +1098.8% | 0.11% | +418.2% |
INTU | Buy | INTUIT | $2,500,000 | +1169.0% | 6,530 | +979.3% | 0.11% | +465.0% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,358,000 | +374.4% | 36,906 | +287.8% | 0.11% | +112.0% |
MDT | Buy | MEDTRONIC PLC | $2,357,000 | +222.0% | 20,036 | +184.5% | 0.11% | +43.2% |
HSIC | Buy | HENRY SCHEIN INC | $2,308,000 | +116.9% | 33,943 | +87.6% | 0.10% | -2.8% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,318,000 | +43.2% | 34,234 | +35.6% | 0.10% | -36.2% |
SHW | Buy | SHERWIN WILLIAMS CO | $2,276,000 | +113.9% | 3,090 | +102.4% | 0.10% | -3.7% |
HYS | Buy | PIMCO ETF TR0-5 high yield | $2,266,000 | +11230.0% | 22,997 | +10799.1% | 0.10% | +5000.0% |
MVV | Buy | PROSHARES TR | $2,213,000 | +145.9% | 42,246 | +46.8% | 0.10% | +11.1% |
DG | Buy | DOLLAR GEN CORP NEW | $2,225,000 | +4956.8% | 10,977 | +5102.4% | 0.10% | +2400.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,175,000 | +128.9% | 42,593 | +93.9% | 0.10% | +3.2% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $2,101,000 | +135.8% | 24,342 | +136.3% | 0.10% | +5.6% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $1,888,000 | +115.0% | 21,600 | +96.5% | 0.08% | -3.4% |
CORP | Buy | PIMCO ETF TRinv grd crp bd | $1,888,000 | +266.6% | 16,345 | +264.0% | 0.08% | +63.5% |
BLL | Buy | BALL CORP | $1,866,000 | +385.9% | 21,561 | +367.2% | 0.08% | +115.4% |
TSLA | Buy | TESLA INC | $1,855,000 | +194.9% | 2,700 | +84.0% | 0.08% | +33.3% |
BAC | Buy | BK OF AMERICA CORP | $1,845,000 | +296.8% | 53,389 | +176.7% | 0.08% | +76.6% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $1,789,000 | +165.4% | 15,522 | +155.4% | 0.08% | +19.1% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,610,000 | +631.8% | 11,330 | +562.6% | 0.07% | +231.8% |
SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $1,619,000 | +204.9% | 20,588 | +104.4% | 0.07% | +37.7% |
GE | Buy | GENERAL ELECTRIC CO | $1,587,000 | +356.0% | 132,619 | +137.5% | 0.07% | +105.7% |
USMV | Buy | ISHARES TRmsci usa min vol | $1,576,000 | +105.7% | 23,009 | +91.4% | 0.07% | -7.8% |
ITW | Buy | ILLINOIS TOOL WKS INC | $1,549,000 | +112.8% | 7,285 | +93.4% | 0.07% | -4.1% |
AXP | Buy | AMERICAN EXPRESS CO | $1,547,000 | +155.7% | 11,817 | +95.9% | 0.07% | +14.8% |
CSCO | Buy | CISCO SYS INC | $1,523,000 | +54.5% | 31,545 | +26.0% | 0.07% | -30.3% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $1,507,000 | +2914.0% | 17,257 | +2820.0% | 0.07% | +1260.0% |
PEP | Buy | PEPSICO INC | $1,465,000 | +112.0% | 10,113 | +102.9% | 0.07% | -4.3% |
BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $1,471,000 | +91.5% | 67,760 | +92.7% | 0.07% | -14.3% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,456,000 | +80.9% | 8,851 | +61.5% | 0.07% | -18.5% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $1,416,000 | +121.9% | 10,509 | +121.8% | 0.06% | 0.0% |
J | Buy | JACOBS ENGR GROUP INC | $1,407,000 | +145.5% | 11,850 | +91.9% | 0.06% | +8.6% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,372,000 | +386.5% | 61,298 | +385.2% | 0.06% | +121.4% |
DVY | Buy | ISHARES TRselect divid etf | $1,361,000 | +182.4% | 12,997 | +119.8% | 0.06% | +27.1% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $1,358,000 | +122.3% | 5,609 | +99.2% | 0.06% | 0.0% |
HON | Buy | HONEYWELL INTL INC | $1,241,000 | +163.5% | 5,778 | +102.0% | 0.06% | +19.1% |
DE | Buy | DEERE & CO | $1,239,000 | +165.9% | 3,889 | +85.1% | 0.06% | +19.1% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,190,000 | +159.3% | 22,335 | +125.0% | 0.05% | +17.4% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,190,000 | +105.2% | 53,343 | +104.1% | 0.05% | -6.9% |
EWMC | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $1,176,000 | +146.5% | 14,182 | +78.3% | 0.05% | +10.4% |
TXN | Buy | TEXAS INSTRS INC | $1,179,000 | +192.6% | 6,641 | +135.2% | 0.05% | +29.3% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,143,000 | +154.6% | 12,194 | +109.1% | 0.05% | +15.6% |
T | Buy | AT&T INC | $1,163,000 | +106.6% | 39,475 | +99.8% | 0.05% | -8.8% |
DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,140,000 | +73.8% | 32,586 | +52.0% | 0.05% | -22.7% |
CMI | Buy | CUMMINS INC | $1,128,000 | +136.0% | 4,637 | +104.7% | 0.05% | +6.2% |
CAKE | Buy | CHEESECAKE FACTORY INC | $1,120,000 | +173.8% | 24,546 | +66.4% | 0.05% | +22.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,099,000 | +101.7% | 18,791 | +105.2% | 0.05% | -9.1% |
EQIX | Buy | EQUINIX INC | $1,093,000 | +118.6% | 1,571 | +138.8% | 0.05% | -2.0% |
CVS | Buy | CVS HEALTH CORP | $1,098,000 | +346.3% | 15,285 | +263.1% | 0.05% | +96.0% |
SMMD | New | ISHARES TRrusel 2500 etf | $1,058,000 | – | 17,680 | +100.0% | 0.05% | – |
BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,069,000 | +1074.7% | 20,344 | +1215.1% | 0.05% | +433.3% |
IDV | Buy | ISHARES TRintl sel div etf | $1,061,000 | +150.8% | 34,777 | +105.1% | 0.05% | +11.6% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $1,013,000 | +142.9% | 6,446 | +110.4% | 0.05% | +9.5% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,002,000 | +97.2% | 8,715 | +81.0% | 0.04% | -11.8% |
PM | Buy | PHILIP MORRIS INTL INC | $998,000 | +197.0% | 11,697 | +161.1% | 0.04% | +32.4% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,002,000 | -8.5% | 19,542 | -7.7% | 0.04% | -59.1% |
IYH | Buy | ISHARES TRus hlthcare etf | $969,000 | +115.3% | 3,888 | +96.4% | 0.04% | -2.2% |
CSX | Buy | CSX CORP | $968,000 | +290.3% | 10,348 | +224.7% | 0.04% | +76.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $957,000 | +174.2% | 5,762 | +175.2% | 0.04% | +22.9% |
AOA | Buy | ISHARES TRaggres alloc etf | $932,000 | +126.2% | 14,224 | +100.0% | 0.04% | +2.4% |
NFLX | Buy | NETFLIX INC | $925,000 | +105.6% | 1,740 | +93.5% | 0.04% | -6.7% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $940,000 | +162.6% | 29,535 | +98.7% | 0.04% | +16.7% |
AME | Buy | AMETEK INC | $913,000 | +140.3% | 7,350 | +92.2% | 0.04% | +7.9% |
IGIB | Buy | ISHARES TR | $916,000 | +99.1% | 15,132 | +100.0% | 0.04% | -10.9% |
AMGN | Buy | AMGEN INC | $912,000 | +134.4% | 3,809 | +148.8% | 0.04% | +5.1% |
AOM | Buy | ISHARES TRmodert alloc etf | $914,000 | +111.6% | 21,058 | +100.0% | 0.04% | -4.7% |
DON | Buy | WISDOMTREE TRus midcap divid | $879,000 | +120.3% | 23,843 | +72.6% | 0.04% | 0.0% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $860,000 | +6.4% | 14,748 | +6.3% | 0.04% | -51.9% |
LOW | Buy | LOWES COS INC | $829,000 | +99.3% | 4,751 | +89.6% | 0.04% | -11.9% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $828,000 | +135.9% | 23,958 | +100.0% | 0.04% | +5.7% |
GILD | Buy | GILEAD SCIENCES INC | $796,000 | +159.3% | 12,893 | +165.3% | 0.04% | +16.1% |
VTRS | New | VIATRIS INC | $770,000 | – | 47,096 | +100.0% | 0.04% | – |
BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $734,000 | +129.4% | 2 | +100.0% | 0.03% | +3.1% |
PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $727,000 | +7170.0% | 25,736 | +7109.0% | 0.03% | +3200.0% |
IAGG | New | ISHARES TRcore intl aggr | $736,000 | – | 13,091 | +100.0% | 0.03% | – |
PYPL | Buy | PAYPAL HLDGS INC | $728,000 | +209.8% | 3,052 | +155.4% | 0.03% | +37.5% |
SO | Buy | SOUTHERN CO | $714,000 | +171.5% | 11,548 | +137.8% | 0.03% | +23.1% |
PRU | Buy | PRUDENTIAL FINL INC | $716,000 | +276.8% | 8,470 | +182.6% | 0.03% | +68.4% |
BA | Buy | BOEING CO | $681,000 | +258.4% | 2,877 | +150.4% | 0.03% | +63.2% |
CVX | Buy | CHEVRON CORP NEW | $685,000 | +189.0% | 7,230 | +119.8% | 0.03% | +29.2% |
IWD | Buy | ISHARES TRrus 1000 val etf | $682,000 | +145.3% | 4,730 | +100.8% | 0.03% | +10.7% |
JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $659,000 | +229.5% | 12,921 | +228.8% | 0.03% | +50.0% |
NVDA | Buy | NVIDIA CORPORATION | $656,000 | +88.0% | 1,245 | +93.0% | 0.03% | -14.3% |
CRM | Buy | SALESFORCE COM INC | $664,000 | +78.0% | 3,053 | +105.9% | 0.03% | -18.9% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $646,000 | +130.7% | 2,854 | +107.7% | 0.03% | +3.6% |
FDX | Buy | FEDEX CORP | $643,000 | +524.3% | 2,362 | +474.7% | 0.03% | +190.0% |
GLD | Buy | SPDR GOLD TR | $636,000 | +7.8% | 3,721 | +11.6% | 0.03% | -50.8% |
TFC | Buy | TRUIST FINL CORP | $605,000 | +380.2% | 11,146 | +235.3% | 0.03% | +107.7% |
IDXX | Buy | IDEXX LABS INC | $588,000 | +84.9% | 1,187 | +46.7% | 0.03% | -15.6% |
SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $592,000 | +87.3% | 10,334 | +92.1% | 0.03% | -15.6% |
USB | Buy | US BANCORP DEL | $591,000 | +180.1% | 11,590 | +97.3% | 0.03% | +28.6% |
MCD | Buy | MCDONALDS CORP | $608,000 | +162.1% | 2,759 | +160.8% | 0.03% | +17.4% |
BOND | Buy | PIMCO ETF TRactive bd etf | $572,000 | +99.3% | 5,138 | +100.9% | 0.03% | -10.3% |
IWM | Buy | ISHARES TRrussell 2000 etf | $576,000 | +174.3% | 2,763 | +97.1% | 0.03% | +23.8% |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $578,000 | +115.7% | 11,268 | +100.0% | 0.03% | -3.7% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $582,000 | +119.6% | 2,196 | +95.4% | 0.03% | -3.7% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $550,000 | +129.2% | 3,048 | +98.8% | 0.02% | +4.2% |
EMR | Buy | EMERSON ELEC CO | $553,000 | +256.8% | 6,431 | +171.2% | 0.02% | +56.2% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $559,000 | -86.7% | 1,768 | -88.3% | 0.02% | -94.1% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $555,000 | +164.3% | 2,264 | +100.0% | 0.02% | +19.0% |
TD | Buy | TORONTO DOMINION BK ONT | $553,000 | +223.4% | 9,067 | +144.9% | 0.02% | +47.1% |
ICVT | Buy | ISHARES TRconv bd etf | $556,000 | +150.5% | 5,701 | +107.2% | 0.02% | +13.6% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $551,000 | +939.6% | 3,020 | +688.5% | 0.02% | +400.0% |
CI | Buy | CIGNA CORP NEW | $534,000 | +136.3% | 2,385 | +78.8% | 0.02% | +4.3% |
COP | Buy | CONOCOPHILLIPS | $538,000 | +198.9% | 11,500 | +109.5% | 0.02% | +33.3% |
OLED | Buy | UNIVERSAL DISPLAY CORP | $540,000 | +158.4% | 2,310 | +100.0% | 0.02% | +14.3% |
SCHW | Buy | SCHWAB CHARLES CORP | $539,000 | +978.0% | 9,149 | +564.4% | 0.02% | +380.0% |
IWB | Buy | ISHARES TRrus 1000 etf | $506,000 | +132.1% | 2,326 | +100.0% | 0.02% | +4.5% |
PSX | Buy | PHILLIPS 66 | $485,000 | +227.7% | 6,364 | +122.6% | 0.02% | +46.7% |
PSA | Buy | PUBLIC STORAGE | $493,000 | +216.0% | 2,058 | +194.4% | 0.02% | +37.5% |
MO | Buy | ALTRIA GROUP INC | $498,000 | +89.4% | 11,426 | +67.6% | 0.02% | -15.4% |
MTCH | Buy | MATCH GROUP INC NEW | $469,000 | +160.6% | 3,248 | +100.0% | 0.02% | +16.7% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $465,000 | +294.1% | 32,497 | +153.5% | 0.02% | +75.0% |
GRMN | Buy | GARMIN LTD | $464,000 | +251.5% | 3,668 | +162.9% | 0.02% | +61.5% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $468,000 | +56.0% | 5,680 | +57.0% | 0.02% | -30.0% |
VEEV | Buy | VEEVA SYS INC | $476,000 | +87.4% | 1,784 | +97.8% | 0.02% | -19.2% |
ACWV | Buy | ISHARES INCmsci gbl min vol | $458,000 | +113.0% | 4,682 | +100.0% | 0.02% | -4.5% |
HBI | Buy | HANESBRANDS INC | $476,000 | +203.2% | 27,604 | +177.1% | 0.02% | +31.2% |
HYLB | Buy | DBX ETF TRxtrack usd high | $436,000 | +108.6% | 8,710 | +100.0% | 0.02% | -4.8% |
HOG | Buy | HARLEY DAVIDSON INC | $413,000 | +212.9% | 10,750 | +100.0% | 0.02% | +46.2% |
HPQ | Buy | HP INC | $421,000 | +125.1% | 15,100 | +53.0% | 0.02% | 0.0% |
RY | Buy | ROYAL BK CDA | $426,000 | +164.6% | 4,892 | +112.9% | 0.02% | +18.8% |
SONY | Buy | SONY CORPsponsored adr | $411,000 | +166.9% | 4,000 | +100.0% | 0.02% | +26.7% |
XEL | Buy | XCEL ENERGY INC | $417,000 | +52.2% | 6,266 | +57.8% | 0.02% | -32.1% |
XTL | Buy | SPDR SER TR | $417,000 | +41600.0% | 4,437 | +44270.0% | 0.02% | – |
EL | Buy | LAUDER ESTEE COS INCcl a | $423,000 | +157.9% | 1,520 | +101.9% | 0.02% | +18.8% |
GPC | Buy | GENUINE PARTS CO | $432,000 | +127.4% | 4,000 | +100.0% | 0.02% | 0.0% |
XLC | New | SELECT SECTOR SPDR TR | $410,000 | – | 5,609 | +100.0% | 0.02% | – |
ZTS | Buy | ZOETIS INCcl a | $389,000 | +96.5% | 2,409 | +101.6% | 0.02% | -10.0% |
CW | Buy | CURTISS WRIGHT CORP | $400,000 | +151.6% | 3,400 | +100.0% | 0.02% | +12.5% |
TTC | Buy | TORO CO | $396,000 | +135.7% | 4,000 | +100.0% | 0.02% | +5.9% |
APTV | Buy | APTIV PLC | $392,000 | +137.6% | 2,935 | +63.1% | 0.02% | +5.9% |
BFA | Buy | BROWN FORMAN CORPcl a | $390,000 | +99.0% | 5,700 | +100.0% | 0.02% | -10.0% |
SHOP | Buy | SHOPIFY INCcl a | $381,000 | +87.7% | 340 | +71.7% | 0.02% | -15.0% |
BFB | Buy | BROWN FORMAN CORPcl b | $383,000 | +96.4% | 5,172 | +100.0% | 0.02% | -15.0% |
LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $384,000 | +77.0% | 3,756 | +76.9% | 0.02% | -22.7% |
ORCL | Buy | ORACLE CORP | $372,000 | +165.7% | 5,479 | +133.8% | 0.02% | +21.4% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $386,000 | +264.2% | 6,585 | +255.4% | 0.02% | +54.5% |
EFX | New | EQUIFAX INC | $388,000 | – | 2,072 | +100.0% | 0.02% | – |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $379,000 | +279.0% | 5,739 | +210.2% | 0.02% | +70.0% |
BSCR | Sell | INVESCO EXCH TRD SLF IDX FD | $387,000 | -24.3% | 17,562 | -24.5% | 0.02% | -66.7% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $384,000 | +82.0% | 1,164 | +159.8% | 0.02% | -19.0% |
CAG | Buy | CONAGRA BRANDS INC | $362,000 | +106.9% | 9,800 | +100.0% | 0.02% | -11.1% |
STT | Buy | STATE STR CORP | $352,000 | +175.0% | 4,490 | +108.4% | 0.02% | +23.1% |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $352,000 | – | 6,564 | +100.0% | 0.02% | – |
DEO | Buy | DIAGEO PLCspon adr new | $356,000 | +134.2% | 2,210 | +100.0% | 0.02% | +6.7% |
CAT | Buy | CATERPILLAR INC | $365,000 | +168.4% | 1,761 | +93.7% | 0.02% | +14.3% |
MS | Buy | MORGAN STANLEY | $354,000 | +192.6% | 4,834 | +93.7% | 0.02% | +33.3% |
SCZ | Buy | ISHARES TReafe sml cp etf | $347,000 | +137.7% | 4,944 | +100.2% | 0.02% | +6.7% |
IWR | Buy | ISHARES TRrus mid cap etf | $347,000 | +344.9% | 4,870 | +257.6% | 0.02% | +100.0% |
A | Buy | AGILENT TECHNOLOGIES INC | $347,000 | +142.7% | 2,826 | +100.0% | 0.02% | +14.3% |
CR | Buy | CRANE CO | $343,000 | +243.0% | 4,000 | +100.0% | 0.02% | +50.0% |
DD | Buy | DUPONT DE NEMOURS INC | $343,000 | +178.9% | 4,621 | +107.8% | 0.02% | +25.0% |
FISV | Buy | FISERV INC | $326,000 | +126.4% | 2,800 | +100.0% | 0.02% | +7.1% |
ILMN | Buy | ILLUMINA INC | $322,000 | +145.8% | 853 | +101.7% | 0.02% | +15.4% |
HYLN | New | HYLIION HOLDINGS CORP | $324,000 | – | 24,431 | +100.0% | 0.02% | – |
IAU | Buy | GOLD TRUSTishares | $331,000 | +95.9% | 19,278 | +105.8% | 0.02% | -11.8% |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $324,000 | +561.2% | 4,090 | +468.8% | 0.02% | +200.0% |
WM | Buy | WASTE MGMT INC DEL | $339,000 | +192.2% | 2,752 | +167.4% | 0.02% | +25.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $327,000 | +170.2% | 1,106 | +83.4% | 0.02% | +25.0% |
OGE | Buy | OGE ENERGY CORP | $308,000 | +250.0% | 9,577 | +224.8% | 0.01% | +55.6% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $309,000 | +82.8% | 3,248 | +84.5% | 0.01% | -17.6% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $316,000 | +152.8% | 1,164 | +100.0% | 0.01% | +7.7% |
BDX | Buy | BECTON DICKINSON & CO | $321,000 | +129.3% | 1,300 | +116.3% | 0.01% | 0.0% |
PTON | Buy | PELOTON INTERACTIVE INC | $320,000 | +127.0% | 2,350 | +64.9% | 0.01% | 0.0% |
IAC | Buy | IAC INTERACTIVECORP NEW | $309,000 | +239.6% | 1,519 | +100.4% | 0.01% | +55.6% |
ETN | Buy | EATON CORP PLC | $305,000 | +140.2% | 2,368 | +89.7% | 0.01% | +7.7% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $295,000 | +2581.8% | 2,900 | +2560.6% | 0.01% | +1200.0% |
NOW | Buy | SERVICENOW INC | $298,000 | +115.9% | 568 | +100.0% | 0.01% | -7.1% |
XLNX | Buy | XILINX INC | $294,000 | +153.4% | 2,220 | +100.0% | 0.01% | +8.3% |
ES | Buy | EVERSOURCE ENERGY | $284,000 | +107.3% | 3,272 | +100.0% | 0.01% | -7.1% |
COR | Buy | CORESITE RLTY CORP | $292,000 | +289.3% | 2,392 | +280.3% | 0.01% | +62.5% |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $278,000 | – | 976 | +100.0% | 0.01% | – |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $288,000 | +188.0% | 3,869 | +121.8% | 0.01% | +30.0% |
QMCO | Buy | QUANTUM CORP | $281,000 | +215.7% | 38,812 | +100.0% | 0.01% | +44.4% |
IYF | Buy | ISHARES TRu.s. finls etf | $285,000 | +129.8% | 4,036 | +269.6% | 0.01% | +8.3% |
PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $256,000 | +137.0% | 4,600 | +100.0% | 0.01% | +9.1% |
LLY | Buy | LILLY ELI & CO | $258,000 | +163.3% | 1,441 | +118.0% | 0.01% | +20.0% |
NUHY | Buy | NUSHARES ETF TResg hi tld crp | $275,000 | +27.9% | 11,040 | +25.1% | 0.01% | -45.5% |
SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $266,000 | +189.1% | 1,200 | +100.0% | 0.01% | +33.3% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $269,000 | +151.4% | 2,119 | +100.1% | 0.01% | +9.1% |
TTD | Buy | THE TRADE DESK INC | $256,000 | +6300.0% | 323 | +4514.3% | 0.01% | – |
TPL | New | TEXAS PACIFIC LAND CORPORATI | $269,000 | – | 169 | +100.0% | 0.01% | – |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $274,000 | +138.3% | 1,285 | +100.5% | 0.01% | 0.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $266,000 | +144.0% | 5,640 | +86.5% | 0.01% | +9.1% |
C | Buy | CITIGROUP INC | $257,000 | +358.9% | 3,820 | +195.9% | 0.01% | +100.0% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $263,000 | +99.2% | 13,846 | +96.6% | 0.01% | -7.7% |
VLO | Buy | VALERO ENERGY CORP | $269,000 | +228.0% | 4,293 | +126.3% | 0.01% | +50.0% |
WDAY | Buy | WORKDAY INCcl a | $245,000 | +142.6% | 1,006 | +113.6% | 0.01% | +10.0% |
REZI | Buy | RESIDEO TECHNOLOGIES INC | $244,000 | +253.6% | 10,216 | +62.0% | 0.01% | +57.1% |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $236,000 | – | 1,546 | +100.0% | 0.01% | – |
ENB | Buy | ENBRIDGE INC | $244,000 | +106.8% | 7,124 | +75.6% | 0.01% | -8.3% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $240,000 | +126.4% | 675 | +99.1% | 0.01% | 0.0% |
VSH | New | VISHAY INTERTECHNOLOGY INC | $234,000 | – | 10,436 | +100.0% | 0.01% | – |
AEP | Buy | AMERICAN ELEC PWR CO INC | $253,000 | +208.5% | 3,015 | +201.5% | 0.01% | +37.5% |
EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $238,000 | +118.3% | 8,041 | +1000.0% | 0.01% | 0.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $245,000 | +131.1% | 1,250 | +100.0% | 0.01% | 0.0% |
PACW | Buy | PACWEST BANCORP DEL | $233,000 | +269.8% | 7,336 | +100.0% | 0.01% | +83.3% |
RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $255,000 | +150.0% | 1,518 | +100.0% | 0.01% | +10.0% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $254,000 | +124.8% | 994 | +100.0% | 0.01% | 0.0% |
BWX | Buy | SPDR SER TRblomberg intl tr | $247,000 | +12.8% | 7,947 | +7.5% | 0.01% | -50.0% |
CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $235,000 | +144.8% | 2,822 | +103.2% | 0.01% | +10.0% |
TMX | New | TERMINIX GLOBAL HOLDINGS INC | $236,000 | – | 4,800 | +100.0% | 0.01% | – |
ADSK | Buy | AUTODESK INC | $246,000 | +153.6% | 844 | +100.0% | 0.01% | +10.0% |
NVO | Buy | NOVO-NORDISK A Sadr | $247,000 | +285.9% | 3,596 | +288.8% | 0.01% | +83.3% |
ADI | Buy | ANALOG DEVICES INC | $217,000 | +158.3% | 1,432 | +100.0% | 0.01% | +25.0% |
DGRO | Buy | ISHARES TRcore div grwth | $223,000 | +3616.7% | 4,807 | +3001.3% | 0.01% | +900.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $230,000 | +79.7% | 2,599 | +60.5% | 0.01% | -23.1% |
BKNG | Buy | BOOKING HOLDINGS INC | $226,000 | +310.9% | 99 | +209.4% | 0.01% | +66.7% |
SPXU | Sell | PROSHARES TRultrapro short s | $219,000 | -35.8% | 37,050 | -5.6% | 0.01% | -70.6% |
BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $211,000 | +99.1% | 2,600 | +100.0% | 0.01% | -9.1% |
ASML | Buy | ASML HOLDING N V | $232,000 | +197.4% | 420 | +100.0% | 0.01% | +25.0% |
EXAS | Buy | EXACT SCIENCES CORP | $232,000 | +480.0% | 1,754 | +341.8% | 0.01% | +150.0% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $217,000 | +59.6% | 1,721 | +51.9% | 0.01% | -28.6% |
EPC | Buy | EDGEWELL PERS CARE CO | $230,000 | +167.4% | 6,200 | +100.0% | 0.01% | +11.1% |
BBN | Buy | BLACKROCK TAX MUNICPAL BD TR | $226,000 | +100.0% | 8,748 | +100.0% | 0.01% | -9.1% |
ABB | Buy | ABB LTDsponsored adr | $205,000 | +130.3% | 7,000 | +100.0% | 0.01% | 0.0% |
HAIN | Buy | HAIN CELESTIAL GROUP INC | $192,000 | +143.0% | 4,600 | +100.0% | 0.01% | +12.5% |
CL | Buy | COLGATE PALMOLIVE CO | $206,000 | +71.7% | 2,508 | +61.1% | 0.01% | -25.0% |
FAN | Buy | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $193,000 | +160.8% | 8,446 | +100.0% | 0.01% | +28.6% |
CSQ | New | CALAMOS STRATEGIC TOTL RETN | $202,000 | – | 12,271 | +100.0% | 0.01% | – |
FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $189,000 | – | 3,243 | +100.0% | 0.01% | – |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $194,000 | +177.1% | 1,412 | +100.0% | 0.01% | +28.6% |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $195,000 | +170.8% | 8,995 | +169.1% | 0.01% | +28.6% |
FUL | New | FULLER H B CO | $206,000 | – | 3,600 | +100.0% | 0.01% | – |
TROW | Buy | PRICE T ROWE GROUP INC | $207,000 | +613.8% | 1,231 | +435.2% | 0.01% | +200.0% |
FLO | Buy | FLOWERS FOODS INC | $209,000 | +91.7% | 9,000 | +100.0% | 0.01% | -18.2% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $208,000 | +114.4% | 1,225 | +109.8% | 0.01% | -10.0% |
VIAC | VIACOMCBS INCcl b | $203,000 | +32.7% | 5,450 | 0.0% | 0.01% | -40.0% | |
ENR | Buy | ENERGIZER HLDGS INC NEW | $197,000 | +129.1% | 4,400 | +100.0% | 0.01% | 0.0% |
ARKK | New | ARK ETF TRinnovation etf | $208,000 | – | 1,712 | +100.0% | 0.01% | – |
BGRN | Buy | ISHARES TRgbl green etf | $197,000 | +126.4% | 3,550 | +127.1% | 0.01% | 0.0% |
MIC | Buy | MACQUARIE INFRASTRUCTURE COR | $201,000 | +157.7% | 5,800 | +100.0% | 0.01% | +12.5% |
SQQQ | New | PROSHARES TRultrapro sht qqq | $190,000 | – | 14,500 | +100.0% | 0.01% | – |
TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $178,000 | +206.9% | 1,825 | +105.5% | 0.01% | +33.3% |
NVS | Buy | NOVARTIS AGsponsored adr | $181,000 | +761.9% | 2,095 | +758.6% | 0.01% | +300.0% |
TGT | Buy | TARGET CORP | $175,000 | +88.2% | 939 | +59.4% | 0.01% | -11.1% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $167,000 | +16600.0% | 1,878 | +8065.2% | 0.01% | – |
KR | Buy | KROGER CO | $186,000 | +169.6% | 5,494 | +168.9% | 0.01% | +14.3% |
HRI | Buy | HERC HLDGS INC | $167,000 | +317.5% | 2,000 | +100.0% | 0.01% | +100.0% |
CHY | New | CALAMOS CONV & HIGH INCOME F | $174,000 | – | 11,930 | +100.0% | 0.01% | – |
ALV | Buy | AUTOLIV INC | $185,000 | +153.4% | 2,000 | +100.0% | 0.01% | +14.3% |
TIP | Buy | ISHARES TRtips bd etf | $181,000 | +94.6% | 1,429 | +93.6% | 0.01% | -11.1% |
ULST | Buy | SSGA ACTIVE ETF TRult sht trm bd | $182,000 | +38.9% | 4,488 | +38.6% | 0.01% | -38.5% |
MELI | Buy | MERCADOLIBRE INC | $179,000 | +17800.0% | 108 | +10700.0% | 0.01% | – |
LBRDK | Buy | LIBERTY BROADBAND CORP | $186,000 | +181.8% | 1,202 | +161.3% | 0.01% | +14.3% |
FNV | Buy | FRANCO NEV CORP | $180,000 | +78.2% | 1,442 | +100.0% | 0.01% | -20.0% |
PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $174,000 | +30.8% | 1,276 | +8.9% | 0.01% | -38.5% |
TMDX | New | TRANSMEDICS GROUP INC | $183,000 | – | 4,403 | +100.0% | 0.01% | – |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $180,000 | +97.8% | 2,930 | +100.0% | 0.01% | -11.1% |
POST | Buy | POST HLDGS INC | $145,000 | +141.7% | 1,400 | +100.0% | 0.01% | +16.7% |
AMLP | Buy | ALPS ETF TRalerian mlp | $164,000 | – | 5,390 | +89733.3% | 0.01% | – |
CERN | Buy | CERNER CORP | $150,000 | +108.3% | 2,000 | +100.0% | 0.01% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $153,000 | +77.9% | 1,637 | +68.4% | 0.01% | -22.2% |
ERIC | Buy | ERICSSONadr b sek 10 | $153,000 | +139.1% | 12,164 | +105.6% | 0.01% | +16.7% |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $165,000 | +103.7% | 1,330 | +100.0% | 0.01% | -12.5% |
BSCT | Buy | INVESCO EXCH TRD SLF IDX FD | $162,000 | +97.6% | 7,614 | +100.0% | 0.01% | -12.5% |
IGV | Buy | ISHARES TRexpanded tech | $153,000 | +125.0% | 440 | +100.0% | 0.01% | 0.0% |
IBB | Buy | ISHARES TRnasdaq biotech | $161,000 | +123.6% | 1,064 | +100.0% | 0.01% | 0.0% |
MKSI | Buy | MKS INSTRS INC | $147,000 | +226.7% | 872 | +111.1% | 0.01% | +40.0% |
MKC | Buy | MCCORMICK & CO INC | $151,000 | +155.9% | 1,636 | +436.4% | 0.01% | +16.7% |
MU | Buy | MICRON TECHNOLOGY INC | $158,000 | +3060.0% | 2,000 | +1900.0% | 0.01% | +600.0% |
MRNA | Buy | MODERNA INC | $163,000 | +239.6% | 1,383 | +102.8% | 0.01% | +40.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $152,000 | +162.1% | 449 | +89.5% | 0.01% | +16.7% |
RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $165,000 | +292.9% | 2,262 | +100.0% | 0.01% | +75.0% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $150,000 | +108.3% | 2,429 | +108.9% | 0.01% | 0.0% |
USCI | Buy | UNITED STS COMMODITY INDEX F | $161,000 | +2200.0% | 4,541 | +1964.1% | 0.01% | +600.0% |
WEC | Buy | WEC ENERGY GROUP INC | $149,000 | +91.0% | 1,600 | +100.0% | 0.01% | -12.5% |
WFC | Buy | WELLS FARGO CO NEW | $159,000 | +183.9% | 4,639 | +93.1% | 0.01% | +16.7% |
DTN | New | WISDOMTREE TRus divid ex fncl | $166,000 | – | 1,858 | +100.0% | 0.01% | – |
JCI | Buy | JOHNSON CTLS INTL PLC | $160,000 | +162.3% | 3,008 | +100.0% | 0.01% | +16.7% |
DGRW | New | WISDOMTREE TRus qtly div grt | $136,000 | – | 2,440 | +100.0% | 0.01% | – |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $125,000 | +468.2% | 545 | +636.5% | 0.01% | +200.0% |
WELL | New | WELLTOWER INC | $137,000 | – | 2,000 | +100.0% | 0.01% | – |
SRE | Buy | SEMPRA ENERGY | $133,000 | +125.4% | 1,024 | +104.8% | 0.01% | 0.0% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $129,000 | +258.3% | 1,990 | +1192.2% | 0.01% | +50.0% |
AVGO | Buy | BROADCOM INC | $124,000 | +181.8% | 274 | +128.3% | 0.01% | +50.0% |
BIF | Buy | BOULDER GROWTH & INCOME FD I | $132,000 | +140.0% | 11,064 | +100.0% | 0.01% | 0.0% |
RESP | New | WISDOMTREE TRus esg fund | $137,000 | – | 3,230 | +100.0% | 0.01% | – |
TXT | Buy | TEXTRON INC | $125,000 | +190.7% | 2,400 | +100.0% | 0.01% | +50.0% |
CTS | Buy | CTS CORP | $131,000 | +197.7% | 4,000 | +100.0% | 0.01% | +50.0% |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $128,000 | +228.2% | 296 | +92.2% | 0.01% | +50.0% |
VIACA | Buy | VIACOMCBS INCcl a | $128,000 | +54.2% | 3,245 | +18.2% | 0.01% | -25.0% |
BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $129,000 | – | 5,698 | +100.0% | 0.01% | – |
RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $135,000 | +114.3% | 2,612 | +57.3% | 0.01% | 0.0% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $129,000 | +658.8% | 394 | +545.9% | 0.01% | +200.0% |
TPL | TEXAS PAC LD TRsub ctf prop i t | $123,000 | +61.8% | 169 | 0.0% | 0.01% | -25.0% | |
RAVN | New | RAVEN INDS INC | $143,000 | – | 4,000 | +100.0% | 0.01% | – |
ABNB | New | AIRBNB INC | $126,000 | – | 753 | +100.0% | 0.01% | – |
XHB | New | SPDR SER TRs&p homebuild | $128,000 | – | 2,000 | +100.0% | 0.01% | – |
ICLN | Buy | ISHARES TRgl clean ene etf | $140,000 | +191.7% | 5,314 | +103.8% | 0.01% | +20.0% |
BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $124,000 | +106.7% | 4,940 | +100.0% | 0.01% | 0.0% |
HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $131,000 | +40.9% | 9,473 | -4.3% | 0.01% | -33.3% |
VAR | Buy | VARIAN MED SYS INC | $141,000 | +104.3% | 800 | +100.0% | 0.01% | -14.3% |
EVRG | Buy | EVERGY INC | $138,000 | +126.2% | 2,398 | +100.0% | 0.01% | 0.0% |
APH | Buy | AMPHENOL CORP NEWcl a | $139,000 | +143.9% | 1,581 | +200.0% | 0.01% | 0.0% |
KHC | Buy | KRAFT HEINZ CO | $124,000 | +195.2% | 3,411 | +143.1% | 0.01% | +50.0% |
NRG | Buy | NRG ENERGY INC | $130,000 | +140.7% | 3,438 | +95.2% | 0.01% | +20.0% |
TMUS | Buy | T-MOBILE US INC | $128,000 | +255.6% | 982 | +210.8% | 0.01% | +50.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $122,000 | +144.0% | 1,314 | +113.3% | 0.01% | 0.0% |
CARR | Buy | CARRIER GLOBAL CORPORATION | $107,000 | +167.5% | 2,662 | +101.2% | 0.01% | +25.0% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $100,000 | +100.0% | 2,000 | +100.0% | 0.01% | 0.0% |
KIM | New | KIMCO RLTY CORP | $101,000 | – | 6,000 | +100.0% | 0.01% | – |
VRSK | Buy | VERISK ANALYTICS INC | $115,000 | +105.4% | 600 | +100.0% | 0.01% | -16.7% |
CHN | Buy | CHINA FD INC | $117,000 | +129.4% | 4,062 | +100.0% | 0.01% | 0.0% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $116,000 | +190.0% | 2,532 | +150.9% | 0.01% | +25.0% |
IGSB | Buy | ISHARES TR | $111,000 | +101.8% | 2,016 | +100.0% | 0.01% | -16.7% |
GLW | Buy | CORNING INC | $108,000 | +145.5% | 2,700 | +100.0% | 0.01% | +25.0% |
QRTEA | Buy | QURATE RETAIL INC | $104,000 | +215.2% | 9,200 | +100.0% | 0.01% | +66.7% |
RCD | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $112,000 | +154.5% | 846 | +100.0% | 0.01% | +25.0% |
EOG | Buy | EOG RES INC | $118,000 | +93.4% | 2,103 | +22.9% | 0.01% | -16.7% |
BX | Buy | BLACKSTONE GROUP INC | $118,000 | +93.4% | 1,744 | +48.4% | 0.01% | -16.7% |
AFL | Buy | AFLAC INC | $115,000 | +161.4% | 2,404 | +99.3% | 0.01% | +25.0% |
MAR | New | MARRIOTT INTL INC NEWcl a | $108,000 | – | 770 | +100.0% | 0.01% | – |
MSGS | Buy | MADISON SQUARE GRDN SPRT CORcl a | $109,000 | +142.2% | 600 | +100.0% | 0.01% | 0.0% |
DWAS | New | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $111,000 | – | 1,394 | +100.0% | 0.01% | – |
WWW | Buy | WOLVERINE WORLD WIDE INC | $109,000 | +172.5% | 3,126 | +101.0% | 0.01% | +25.0% |
BK | Buy | BANK NEW YORK MELLON CORP | $112,000 | +160.5% | 2,500 | +100.0% | 0.01% | +25.0% |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $110,000 | +189.5% | 1,838 | +148.7% | 0.01% | +25.0% |
IYC | Buy | ISHARES TRu.s. cnsm sv etf | $100,000 | +132.6% | 1,376 | +700.0% | 0.01% | +25.0% |
AI | New | C3 AI INCcl a | $109,000 | – | 1,100 | +100.0% | 0.01% | – |
CMS | Buy | CMS ENERGY CORP | $118,000 | +96.7% | 1,940 | +100.0% | 0.01% | -16.7% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $102,000 | +92.5% | 1,128 | +100.0% | 0.01% | 0.0% |
ATO | Buy | ATMOS ENERGY CORP | $107,000 | +132.6% | 1,106 | +129.9% | 0.01% | 0.0% |
SNPS | New | SYNOPSYS INC | $102,000 | – | 400 | +100.0% | 0.01% | – |
AZPN | Buy | ASPEN TECHNOLOGY INC | $108,000 | +116.0% | 786 | +100.0% | 0.01% | 0.0% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $116,000 | +87.1% | 2,250 | +86.9% | 0.01% | -16.7% |
XYL | Buy | XYLEM INC | $104,000 | +79.3% | 1,014 | +46.7% | 0.01% | -16.7% |
EMNT | Buy | PIMCO ETF TRenhancd short | $104,000 | +96.2% | 1,042 | +100.0% | 0.01% | 0.0% |
XRAY | New | DENTSPLY SIRONA INC | $105,000 | – | 1,814 | +100.0% | 0.01% | – |
DHS | Buy | WISDOMTREE TRus high dividend | $84,000 | +133.3% | 1,162 | +100.0% | 0.00% | 0.0% |
PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $84,000 | – | 512 | +100.0% | 0.00% | – |
GL | Buy | GLOBE LIFE INC | $95,000 | +143.6% | 989 | +100.6% | 0.00% | 0.0% |
NULC | New | NUSHARES ETF TResg large cap | $80,000 | – | 2,130 | +100.0% | 0.00% | – |
IYJ | Buy | ISHARES TRus industrials | $96,000 | +140.0% | 952 | +300.0% | 0.00% | 0.0% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $93,000 | +165.7% | 1,252 | +100.0% | 0.00% | 0.0% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $91,000 | +145.9% | 541 | +113.0% | 0.00% | 0.0% |
OTIS | Buy | OTIS WORLDWIDE CORP | $91,000 | +122.0% | 1,330 | +101.2% | 0.00% | 0.0% |
PNC | Buy | PNC FINL SVCS GROUP INC | $88,000 | +1366.7% | 514 | +801.8% | 0.00% | +300.0% |
PCAR | Buy | PACCAR INC | $85,000 | +107.3% | 950 | +100.0% | 0.00% | 0.0% |
IEV | New | ISHARES TReurope etf | $88,000 | – | 1,776 | +100.0% | 0.00% | – |
PAYC | New | PAYCOM SOFTWARE INC | $85,000 | – | 208 | +100.0% | 0.00% | – |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $85,000 | +174.2% | 2,202 | +129.1% | 0.00% | +33.3% |
ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $95,000 | +156.8% | 1,264 | +100.0% | 0.00% | 0.0% |
LTPZ | Buy | PIMCO ETF TR15+ yr us tips | $89,000 | +1.1% | 1,009 | +0.6% | 0.00% | -55.6% |
RIO | Buy | RIO TINTO PLCsponsored adr | $91,000 | +152.8% | 1,194 | +100.0% | 0.00% | 0.0% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $87,000 | +190.0% | 264 | +164.0% | 0.00% | +33.3% |
WCN | New | WASTE CONNECTIONS INC | $97,000 | – | 900 | +100.0% | 0.00% | – |
FLS | Buy | FLOWSERVE CORP | $80,000 | +175.9% | 2,100 | +100.0% | 0.00% | +33.3% |
JAGG | Sell | J P MORGAN EXCHANGE-TRADED Fus aggregate | $96,000 | -51.8% | 3,510 | -50.8% | 0.00% | -80.0% |
EXC | Buy | EXELON CORP | $96,000 | +65.5% | 2,253 | +39.3% | 0.00% | -33.3% |
KWEB | New | KRANESHARES TRcsi chi internet | $91,000 | – | 1,190 | +100.0% | 0.00% | – |
PLAN | New | ANAPLAN INC | $94,000 | – | 1,500 | +100.0% | 0.00% | – |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $97,000 | -47.8% | 1,418 | -46.2% | 0.00% | -78.9% |
TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $92,000 | +300.0% | 10,700 | +189.2% | 0.00% | +100.0% |
IXN | Buy | ISHARES TRglobal tech etf | $81,000 | +131.4% | 266 | +101.5% | 0.00% | 0.0% |
IVE | Buy | ISHARES TRs&p 500 val etf | $95,000 | +137.5% | 707 | +100.9% | 0.00% | 0.0% |
REMX | New | VANECK VECTORS ETF TRrare earth strat | $84,000 | – | 1,200 | +100.0% | 0.00% | – |
RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $78,000 | +69.6% | 507 | +58.4% | 0.00% | -20.0% |
BHP | Buy | BHP GROUP LTDsponsored ads | $92,000 | +95.7% | 1,377 | +52.0% | 0.00% | -20.0% |
MSGE | Buy | MADISON SQUARE GRDN ENTERTNMcl a | $81,000 | +285.7% | 900 | +200.0% | 0.00% | +100.0% |
MPC | New | MARATHON PETE CORP | $80,000 | – | 1,500 | +100.0% | 0.00% | – |
CNHI | Buy | CNH INDL N V | $82,000 | +583.3% | 5,500 | +266.7% | 0.00% | +300.0% |
TRV | Buy | TRAVELERS COMPANIES INC | $87,000 | +171.9% | 594 | +100.0% | 0.00% | +33.3% |
TDF | Buy | TEMPLETON DRAGON FD INC | $80,000 | +185.7% | 3,391 | +161.0% | 0.00% | +33.3% |
NWL | Buy | NEWELL BRANDS INC | $78,000 | +333.3% | 3,129 | +190.5% | 0.00% | +100.0% |
NEM | Buy | NEWMONT CORP | $86,000 | +79.2% | 1,435 | +89.3% | 0.00% | -20.0% |
PNW | Buy | PINNACLE WEST CAP CORP | $77,000 | +120.0% | 950 | +100.0% | 0.00% | -25.0% |
DOW | Buy | DOW INC | $62,000 | +226.3% | 1,022 | +149.3% | 0.00% | +50.0% |
AES | Buy | AES CORP | $75,000 | +141.9% | 3,000 | +72.5% | 0.00% | 0.0% |
BAX | Buy | BAXTER INTL INC | $68,000 | +41.7% | 830 | +39.5% | 0.00% | -40.0% |
DKNG | Buy | DRAFTKINGS INC | $65,000 | +282.4% | 1,193 | +318.6% | 0.00% | +50.0% |
ING | New | ING GROEP N.V.sponsored adr | $65,000 | – | 6,000 | +100.0% | 0.00% | – |
DVA | New | DAVITA INC | $67,000 | – | 600 | +100.0% | 0.00% | – |
FOE | Buy | FERRO CORP | $63,000 | +152.0% | 4,000 | +100.0% | 0.00% | 0.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $58,000 | +81.2% | 2,879 | +43.7% | 0.00% | 0.0% |
NEO | New | NEOGENOMICS INC | $66,000 | – | 1,300 | +100.0% | 0.00% | – |
DELL | Buy | DELL TECHNOLOGIES INCcl c | $59,000 | +136.0% | 728 | +100.0% | 0.00% | 0.0% |
WPC | Sell | WP CAREY INC | $70,000 | -23.9% | 992 | -29.4% | 0.00% | -66.7% |
DBB | New | INVESCO DB MULTI-SECTOR COMMbase metals fd | $61,000 | – | 3,400 | +100.0% | 0.00% | – |
AAL | Buy | AMERICAN AIRLS GROUP INC | $69,000 | +1625.0% | 3,124 | +760.6% | 0.00% | – |
NSC | Buy | NORFOLK SOUTHN CORP | $61,000 | +134.6% | 240 | +100.0% | 0.00% | 0.0% |
ASH | Buy | ASHLAND GLOBAL HLDGS INC | $76,000 | +137.5% | 900 | +100.0% | 0.00% | 0.0% |
MKL | Buy | MARKEL CORP | $76,000 | +123.5% | 70 | +100.0% | 0.00% | 0.0% |
NXST | Buy | NEXSTAR MEDIA GROUP INCcl a | $62,000 | +181.8% | 500 | +100.0% | 0.00% | +50.0% |
BYND | Buy | BEYOND MEAT INC | $63,000 | +53.7% | 492 | +100.0% | 0.00% | -25.0% |
FAST | Buy | FASTENAL CO | $60,000 | +42.9% | 1,217 | +29.5% | 0.00% | -25.0% |
MLM | Buy | MARTIN MARIETTA MATLS INC | $65,000 | +170.8% | 208 | +100.0% | 0.00% | +50.0% |
ETR | Buy | ENTERGY CORP NEW | $67,000 | +91.4% | 672 | +90.9% | 0.00% | -25.0% |
NPO | Buy | ENPRO INDS INC | $64,000 | +178.3% | 800 | +100.0% | 0.00% | +50.0% |
DRE | Buy | DUKE REALTY CORP | $72,000 | +118.2% | 1,766 | +100.0% | 0.00% | 0.0% |
ON | New | ON SEMICONDUCTOR CORP | $75,000 | – | 2,000 | +100.0% | 0.00% | – |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $63,000 | +65.8% | 278 | +100.0% | 0.00% | -25.0% |
VFH | New | VANGUARD WORLD FDSfinancials etf | $56,000 | – | 702 | +100.0% | 0.00% | – |
OMC | Buy | OMNICOM GROUP INC | $62,000 | +181.8% | 906 | +100.0% | 0.00% | +50.0% |
SLB | Buy | SCHLUMBERGER LTD | $73,000 | +329.4% | 2,917 | +161.4% | 0.00% | +50.0% |
KMB | Buy | KIMBERLY-CLARK CORP | $62,000 | +93.8% | 453 | +105.9% | 0.00% | 0.0% |
PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $66,000 | +230.0% | 658 | +100.0% | 0.00% | +50.0% |
LSXMA | Buy | LIBERTY MEDIA CORP DEL | $61,000 | +165.2% | 1,406 | +100.0% | 0.00% | +50.0% |
LSXMK | Buy | LIBERTY MEDIA CORP DEL | $70,000 | +169.2% | 1,600 | +100.0% | 0.00% | 0.0% |
ZG | Buy | ZILLOW GROUP INCcl a | $57,000 | +171.4% | 428 | +105.8% | 0.00% | +50.0% |
LIT | New | GLOBAL X FDSlithium btry etf | $59,000 | – | 1,005 | +100.0% | 0.00% | – |
MSEX | Buy | MIDDLESEX WTR CO | $56,000 | +143.5% | 740 | +100.0% | 0.00% | +50.0% |
SNAP | SNAP INCcl a | $70,000 | +89.2% | 1,400 | 0.0% | 0.00% | -25.0% | |
CHGX | New | ETF SER SOLUTIONSchang fin us lrg | $64,000 | – | 2,116 | +100.0% | 0.00% | – |
CP | Buy | CANADIAN PAC RY LTD | $64,000 | +166.7% | 174 | +117.5% | 0.00% | +50.0% |
GMF | Buy | SPDR INDEX SHS FDSasia pacif etf | $57,000 | +128.0% | 440 | +100.0% | 0.00% | 0.0% |
WY | Buy | WEYERHAEUSER CO MTN BE | $61,000 | +144.0% | 1,766 | +100.0% | 0.00% | 0.0% |
WDC | Buy | WESTERN DIGITAL CORP. | $67,000 | +415.4% | 1,096 | +214.9% | 0.00% | +200.0% |
SAFM | Buy | SANDERSON FARMS INC | $69,000 | +72.5% | 485 | +44.3% | 0.00% | -25.0% |
HHC | Buy | HOWARD HUGHES CORP | $63,000 | +350.0% | 750 | +200.0% | 0.00% | +200.0% |
AIG | Buy | AMERICAN INTL GROUP INC | $65,000 | +170.8% | 1,582 | +79.4% | 0.00% | +50.0% |
FOF | Buy | COHEN & STEERS CLOSED-END OP | $56,000 | +133.3% | 4,382 | +100.0% | 0.00% | +50.0% |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $70,000 | +133.3% | 2,256 | +102.3% | 0.00% | 0.0% |
RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $64,000 | +48.8% | 1,886 | +5.6% | 0.00% | -25.0% |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $64,000 | – | 4,116 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $58,000 | – | 300 | +100.0% | 0.00% | – |
SGEN | New | SEAGEN INC | $75,000 | – | 482 | +100.0% | 0.00% | – |
KTB | Buy | KONTOOR BRANDS INC | $58,000 | +314.3% | 1,296 | +121.2% | 0.00% | +200.0% |
LULU | Buy | LULULEMON ATHLETICA INC | $58,000 | +100.0% | 178 | +100.0% | 0.00% | 0.0% |
NZF | New | NUVEEN MUNICIPAL CREDIT INC | $58,000 | – | 3,582 | +100.0% | 0.00% | – |
EMF | TEMPLETON EMERGING MKTS FD | $69,000 | +21.1% | 3,697 | 0.0% | 0.00% | -50.0% | |
HIO | Buy | WESTERN ASSET HIGH INCOME OP | $58,000 | +107.1% | 11,578 | +100.0% | 0.00% | 0.0% |
KRE | Buy | SPDR SER TRs&p regl bkg | $75,000 | +275.0% | 1,248 | +126.1% | 0.00% | +50.0% |
XSOE | New | WISDOMTREE TRem ex st-owned | $73,000 | – | 1,830 | +100.0% | 0.00% | – |
AOR | Buy | ISHARES TRgrwt allocat etf | $68,000 | +65.9% | 1,285 | +50.6% | 0.00% | -25.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $67,000 | +235.0% | 526 | +169.7% | 0.00% | +50.0% |
IYY | Buy | ISHARES TRdow jones us etf | $72,000 | +132.3% | 748 | +300.0% | 0.00% | 0.0% |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $38,000 | +153.3% | 938 | +101.3% | 0.00% | 0.0% |
RVT | New | ROYCE VALUE TR INC | $36,000 | – | 2,110 | +100.0% | 0.00% | – |
CPRT | Buy | COPART INC | $54,000 | +125.0% | 462 | +100.0% | 0.00% | 0.0% |
CTVA | Buy | CORTEVA INC | $41,000 | +241.7% | 929 | +123.3% | 0.00% | +100.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $39,000 | +3800.0% | 199 | +2742.9% | 0.00% | – |
MDB | New | MONGODB INCcl a | $51,000 | – | 151 | +100.0% | 0.00% | – |
CSM | Buy | PROSHARES TRlarge cap cre | $47,000 | +67.9% | 539 | +47.3% | 0.00% | -33.3% |
F | Buy | FORD MTR CO DEL | $49,000 | +145.0% | 4,860 | +63.9% | 0.00% | 0.0% |
GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $55,000 | +71.9% | 15,576 | +67.0% | 0.00% | -33.3% |
TDOC | Buy | TELADOC HEALTH INC | $49,000 | +75.0% | 256 | +103.2% | 0.00% | -33.3% |
WAB | Buy | WABTEC | $35,000 | +133.3% | 462 | +96.6% | 0.00% | 0.0% |
CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $50,000 | +127.3% | 1,044 | +100.0% | 0.00% | 0.0% |
SPYX | New | SPDR SER TRspdr s&p 500 etf | $43,000 | – | 439 | +100.0% | 0.00% | – |
ALB | Buy | ALBEMARLE CORP | $50,000 | +614.3% | 342 | +327.5% | 0.00% | +100.0% |
AGM | Buy | FEDERAL AGRIC MTG CORPcl c | $39,000 | +105.3% | 473 | +57.7% | 0.00% | 0.0% |
TT | Buy | TRANE TECHNOLOGIES PLC | $39,000 | +160.0% | 248 | +100.0% | 0.00% | 0.0% |
VRSN | Buy | VERISIGN INC | $46,000 | +39.4% | 226 | +41.2% | 0.00% | -33.3% |
STX | Buy | SEAGATE TECHNOLOGY PLC | $52,000 | +126.1% | 754 | +58.7% | 0.00% | 0.0% |
ISRG | Buy | INTUITIVE SURGICAL INC | $40,000 | +166.7% | 52 | +147.6% | 0.00% | 0.0% |
AEE | Buy | AMEREN CORP | $45,000 | +104.5% | 560 | +100.0% | 0.00% | 0.0% |
EXPD | Buy | EXPEDITORS INTL WASH INC | $54,000 | +285.7% | 525 | +250.0% | 0.00% | +100.0% |
CHGG | Buy | CHEGG INC | $48,000 | +140.0% | 546 | +94.3% | 0.00% | 0.0% |
RNR | Buy | RENAISSANCERE HLDGS LTD | $41,000 | +95.2% | 250 | +100.0% | 0.00% | 0.0% |
NFH | New | NEW FRONTIER HEALTH CORP | $37,000 | – | 3,682 | +100.0% | 0.00% | – |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $46,000 | +142.1% | 518 | +100.8% | 0.00% | 0.0% |
NMZ | Buy | NUVEEN MUN HIGH INCOME OPPOR | $54,000 | +350.0% | 3,794 | +323.0% | 0.00% | +100.0% |
CHEF | New | CHEFS WHSE INC | $45,000 | – | 1,600 | +100.0% | 0.00% | – |
AWP | Buy | ABERDEEN GLOBAL PREMIER PPTY | $45,000 | +150.0% | 8,000 | +100.0% | 0.00% | 0.0% |
AFIN | New | AMERICAN FIN TR INC | $49,000 | – | 5,016 | +100.0% | 0.00% | – |
SYY | Buy | SYSCO CORP | $46,000 | +142.1% | 600 | +100.0% | 0.00% | 0.0% |
GRSV | New | GORES HLDGS V INC | $55,000 | – | 5,500 | +100.0% | 0.00% | – |
SQ | Buy | SQUARE INCcl a | $34,000 | +142.9% | 154 | +79.1% | 0.00% | +100.0% |
COF | Buy | CAPITAL ONE FINL CORP | $53,000 | +211.8% | 466 | +100.0% | 0.00% | 0.0% |
HSBC | Buy | HSBC HLDGS PLCspon adr new | $42,000 | +180.0% | 1,514 | +100.0% | 0.00% | 0.0% |
AMAT | Buy | APPLIED MATLS INC | $50,000 | +733.3% | 410 | +290.5% | 0.00% | +100.0% |
NTAP | Buy | NETAPP INC | $48,000 | +220.0% | 688 | +100.0% | 0.00% | 0.0% |
ADX | New | ADAMS DIVERSIFIED EQUITY FD | $35,000 | – | 2,000 | +100.0% | 0.00% | – |
EQC | New | EQUITY COMWLTH | $34,000 | – | 1,254 | +100.0% | 0.00% | – |
LDOS | Buy | LEIDOS HOLDINGS INC | $35,000 | +3400.0% | 342 | +2530.8% | 0.00% | – |
GRWG | Buy | GROWGENERATION CORP | $41,000 | +310.0% | 891 | +45.1% | 0.00% | +100.0% |
LBRDA | Buy | LIBERTY BROADBAND CORP | $53,000 | +112.0% | 350 | +100.0% | 0.00% | -33.3% |
XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $38,000 | +171.4% | 131 | +142.6% | 0.00% | +100.0% |
AXSM | Buy | AXSOME THERAPEUTICS INC | $51,000 | +96.2% | 730 | +100.0% | 0.00% | -33.3% |
LFUS | New | LITTELFUSE INC | $40,000 | – | 150 | +100.0% | 0.00% | – |
NVST | Buy | ENVISTA HOLDINGS CORPORATION | $40,000 | +207.7% | 1,092 | +100.0% | 0.00% | +100.0% |
CDW | Buy | CDW CORP | $36,000 | +157.1% | 242 | +100.0% | 0.00% | +100.0% |
NTES | Buy | NETEASE INCsponsored ads | $50,000 | +117.4% | 500 | +900.0% | 0.00% | 0.0% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $49,000 | +122.7% | 238 | +100.0% | 0.00% | 0.0% |
BMO | Buy | BANK MONTREAL QUE | $35,000 | +191.7% | 422 | +100.0% | 0.00% | +100.0% |
PNM | Buy | PNM RES INC | $39,000 | +129.4% | 800 | +100.0% | 0.00% | 0.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $45,000 | +55.2% | 401 | +11.4% | 0.00% | -33.3% |
SJM | Buy | SMUCKER J M CO | $40,000 | +66.7% | 336 | +63.1% | 0.00% | 0.0% |
MSCI | Buy | MSCI INC | $39,000 | +143.8% | 88 | +100.0% | 0.00% | 0.0% |
DISCK | DISCOVERY INC | $41,000 | +32.3% | 1,560 | 0.0% | 0.00% | -33.3% | |
NOC | Buy | NORTHROP GRUMMAN CORP | $36,000 | +56.5% | 116 | +58.9% | 0.00% | 0.0% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $34,000 | +17.2% | 800 | -6.7% | 0.00% | -33.3% |
MFC | Buy | MANULIFE FINL CORP | $51,000 | +183.3% | 2,632 | +100.0% | 0.00% | 0.0% |
PODD | New | INSULET CORP | $36,000 | – | 140 | +100.0% | 0.00% | – |
MCS | New | MARCUS CORP DEL | $34,000 | – | 1,700 | +100.0% | 0.00% | – |
OKE | Buy | ONEOK INC NEW | $52,000 | +246.7% | 1,166 | +100.0% | 0.00% | 0.0% |
BILL | BILL COM HLDGS INC | $55,000 | +37.5% | 400 | 0.0% | 0.00% | -50.0% | |
MPW | New | MEDICAL PPTYS TRUST INC | $43,000 | – | 2,000 | +100.0% | 0.00% | – |
GPN | Buy | GLOBAL PMTS INC | $42,000 | +133.3% | 200 | +100.0% | 0.00% | 0.0% |
YUM | New | YUM BRANDS INC | $38,000 | – | 350 | +100.0% | 0.00% | – |
TM | Buy | TOYOTA MOTOR CORP | $52,000 | +136.4% | 330 | +100.0% | 0.00% | 0.0% |
TMP | Buy | TOMPKINS FINL CORP | $47,000 | +123.8% | 620 | +68.5% | 0.00% | 0.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $37,000 | +184.6% | 252 | +100.0% | 0.00% | +100.0% |
TOL | Buy | TOLL BROTHERS INC | $47,000 | +95.8% | 948 | +89.6% | 0.00% | 0.0% |
DISH | Buy | DISH NETWORK CORPORATIONcl a | $34,000 | +126.7% | 1,000 | +100.0% | 0.00% | 0.0% |
IYR | Buy | ISHARES TRu.s. real es etf | $42,000 | +121.1% | 472 | +100.0% | 0.00% | 0.0% |
MGM | Buy | MGM RESORTS INTERNATIONAL | $19,000 | +850.0% | 529 | +429.0% | 0.00% | – |
PGJ | New | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $20,000 | – | 324 | +100.0% | 0.00% | – |
PSJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc software | $27,000 | +145.5% | 174 | +100.0% | 0.00% | 0.0% |
CZA | Buy | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $12,000 | +140.0% | 146 | +100.0% | 0.00% | 0.0% |
HSY | Buy | HERSHEY CO | $23,000 | +9.5% | 148 | +3.5% | 0.00% | -50.0% |
BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $24,000 | +118.2% | 1,000 | +100.0% | 0.00% | 0.0% |
BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $24,000 | +100.0% | 1,000 | +100.0% | 0.00% | 0.0% |
JKHY | Buy | HENRY JACK & ASSOC INC | $15,000 | +87.5% | 94 | +100.0% | 0.00% | 0.0% |
BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $26,000 | +116.7% | 1,000 | +100.0% | 0.00% | 0.0% |
BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $24,000 | +118.2% | 1,000 | +100.0% | 0.00% | 0.0% |
HIG | HARTFORD FINL SVCS GROUP INC | $24,000 | 0.0% | 620 | 0.0% | 0.00% | -50.0% | |
NVTA | Buy | INVITAE CORP | $27,000 | +200.0% | 658 | +229.0% | 0.00% | 0.0% |
THG | Buy | HANOVER INS GROUP INC | $27,000 | +170.0% | 222 | +100.0% | 0.00% | 0.0% |
EIS | Buy | ISHARES INCmsci israel etf | $24,000 | +140.0% | 370 | +100.0% | 0.00% | 0.0% |
EWL | Buy | ISHARES INCmsci switzerland | $26,000 | +116.7% | 600 | +100.0% | 0.00% | 0.0% |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $21,000 | -40.0% | 180 | -36.8% | 0.00% | -75.0% |
GWW | Buy | GRAINGER W W INC | $18,000 | +125.0% | 46 | +100.0% | 0.00% | 0.0% |
GHC | New | GRAHAM HLDGS CO | $27,000 | – | 50 | +100.0% | 0.00% | – |
IWP | Buy | ISHARES TRrus md cp gr etf | $27,000 | +145.5% | 264 | +300.0% | 0.00% | 0.0% |
GGG | Buy | GRACO INC | $16,000 | +128.6% | 224 | +100.0% | 0.00% | 0.0% |
IUSG | New | ISHARES TRcore s&p us gwt | $14,000 | – | 160 | +100.0% | 0.00% | – |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $24,000 | +380.0% | 248 | +588.9% | 0.00% | 0.0% |
GNL | Buy | GLOBAL NET LEASE INC | $32,000 | +128.6% | 1,816 | +100.0% | 0.00% | 0.0% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $17,000 | +240.0% | 140 | +418.5% | 0.00% | 0.0% |
GKOS | Buy | GLAUKOS CORP | $16,000 | +220.0% | 200 | +100.0% | 0.00% | 0.0% |
GM | New | GENERAL MTRS CO | $27,000 | – | 467 | +100.0% | 0.00% | – |
AJG | Buy | GALLAGHER ARTHUR J & CO | $16,000 | +128.6% | 132 | +100.0% | 0.00% | 0.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $33,000 | -34.0% | 1,124 | -64.5% | 0.00% | -80.0% |
FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $13,000 | +116.7% | 138 | +100.0% | 0.00% | 0.0% |
FTV | Buy | FORTIVE CORP | $31,000 | +138.5% | 436 | +152.0% | 0.00% | 0.0% |
EFAV | Buy | ISHARES TRmsci eafe min vl | $22,000 | +120.0% | 300 | +100.0% | 0.00% | 0.0% |
GUNR | Buy | FLEXSHARES TRmornstar upstr | $15,000 | +150.0% | 430 | +101.9% | 0.00% | 0.0% |
STIP | New | ISHARES TR0-5 yr tips etf | $20,000 | – | 184 | +100.0% | 0.00% | – |
IUSB | Buy | ISHARES TRcore total usd | $14,000 | +100.0% | 259 | +102.3% | 0.00% | 0.0% |
ESGD | New | ISHARES TResg aw msci eafe | $30,000 | – | 390 | +100.0% | 0.00% | – |
IFRA | New | ISHARES TRus infrastruc | $24,000 | – | 730 | +100.0% | 0.00% | – |
IIIV | Buy | I3 VERTICALS INC | $33,000 | +153.8% | 1,000 | +100.0% | 0.00% | 0.0% |
FMC | Buy | FMC CORP | $14,000 | +180.0% | 127 | +149.0% | 0.00% | 0.0% |
JQUA | Buy | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $21,000 | +320.0% | 548 | +255.8% | 0.00% | 0.0% |
EXPE | Buy | EXPEDIA GROUP INC | $17,000 | +183.3% | 115 | +71.6% | 0.00% | 0.0% |
KPTI | New | KARYOPHARM THERAPEUTICS INC | $15,000 | – | 1,212 | +100.0% | 0.00% | – |
KDP | Buy | KEURIG DR PEPPER INC | $33,000 | +135.7% | 992 | +100.0% | 0.00% | 0.0% |
KMI | Buy | KINDER MORGAN INC DEL | $24,000 | +140.0% | 1,558 | +100.0% | 0.00% | 0.0% |
LKQ | New | LKQ CORP | $28,000 | – | 650 | +100.0% | 0.00% | – |
LADR | New | LADDER CAP CORPcl a | $15,000 | – | 1,241 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORP | $18,000 | – | 30 | +100.0% | 0.00% | – |
LW | Buy | LAMB WESTON HLDGS INC | $33,000 | +135.7% | 422 | +100.0% | 0.00% | 0.0% |
ASG | New | LIBERTY ALL-STAR GROWTH FD I | $28,000 | – | 3,276 | +100.0% | 0.00% | – |
BATRA | Buy | LIBERTY MEDIA CORP DEL | $21,000 | +162.5% | 800 | +100.0% | 0.00% | 0.0% |
BATRK | Buy | LIBERTY MEDIA CORP DEL | $21,000 | +162.5% | 800 | +100.0% | 0.00% | 0.0% |
EPAM | New | EPAM SYS INC | $19,000 | – | 52 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $19,000 | – | 1,426 | +100.0% | 0.00% | – |
MP | New | MP MATERIALS CORP | $28,000 | – | 813 | +100.0% | 0.00% | – |
MRO | New | MARATHON OIL CORP | $19,000 | – | 1,775 | +100.0% | 0.00% | – |
MKTX | Buy | MARKETAXESS HLDGS INC | $25,000 | +150.0% | 46 | +130.0% | 0.00% | 0.0% |
ENPH | New | ENPHASE ENERGY INC | $26,000 | – | 151 | +100.0% | 0.00% | – |
ECPG | Buy | ENCORE CAP GROUP INC | $19,000 | +111.1% | 484 | +100.0% | 0.00% | 0.0% |
EDIT | Buy | EDITAS MEDICINE INC | $22,000 | +266.7% | 400 | +100.0% | 0.00% | 0.0% |
MTD | New | METTLER TOLEDO INTERNATIONAL | $14,000 | – | 12 | +100.0% | 0.00% | – |
TAP | Buy | MOLSON COORS BEVERAGE COcl b | $19,000 | +111.1% | 400 | +49.3% | 0.00% | 0.0% |
NIO | Buy | NIO INCspon ads | $22,000 | +266.7% | 498 | +88.6% | 0.00% | 0.0% |
NVEE | New | NV5 GLOBAL INC | $12,000 | – | 136 | +100.0% | 0.00% | – |
NTRA | New | NATERA INC | $21,000 | – | 204 | +100.0% | 0.00% | – |
NEWR | Buy | NEW RELIC INC | $14,000 | +133.3% | 220 | +100.0% | 0.00% | 0.0% |
DUC | DUFF & PHELPS UTIL CORP BD T | $19,000 | +5.6% | 1,900 | 0.0% | 0.00% | -50.0% | |
DEI | New | DOUGLAS EMMETT INC | $15,000 | – | 525 | +100.0% | 0.00% | – |
DPZ | Buy | DOMINOS PIZZA INC | $23,000 | +76.9% | 62 | +100.0% | 0.00% | 0.0% |
NUV | New | NUVEEN MUN VALUE FD INC | $14,000 | – | 1,200 | +100.0% | 0.00% | – |
NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $22,000 | – | 503 | +100.0% | 0.00% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $30,000 | – | 60 | +100.0% | 0.00% | – |
OKTA | Buy | OKTA INCcl a | $27,000 | +125.0% | 114 | +100.0% | 0.00% | 0.0% |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $25,000 | +150.0% | 116 | +100.0% | 0.00% | 0.0% |
OGS | Buy | ONE GAS INC | $12,000 | +100.0% | 166 | +100.0% | 0.00% | 0.0% |
PPL | Buy | PPL CORP | $19,000 | +111.1% | 664 | +100.0% | 0.00% | 0.0% |
PH | Buy | PARKER-HANNIFIN CORP | $15,000 | +200.0% | 52 | +100.0% | 0.00% | 0.0% |
DFS | Buy | DISCOVER FINL SVCS | $25,000 | +127.3% | 270 | +42.1% | 0.00% | 0.0% |
DXCM | New | DEXCOM INC | $28,000 | – | 78 | +100.0% | 0.00% | – |
STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $30,000 | +100.0% | 558 | +100.0% | 0.00% | -50.0% |
DNLI | Buy | DENALI THERAPEUTICS INC | $23,000 | +283.3% | 330 | +100.0% | 0.00% | 0.0% |
DAL | New | DELTA AIR LINES INC DEL | $22,000 | – | 490 | +100.0% | 0.00% | – |
PLUG | New | PLUG POWER INC | $12,000 | – | 331 | +100.0% | 0.00% | – |
DNP | New | DNP SELECT INCOME FD INC | $20,000 | – | 2,075 | +100.0% | 0.00% | – |
EET | Buy | PROSHARES TRmsci emrg etf | $15,000 | +200.0% | 150 | +100.0% | 0.00% | 0.0% |
CREE | Buy | CREE INC | $17,000 | +240.0% | 158 | +100.0% | 0.00% | 0.0% |
PCYO | Buy | PURE CYCLE CORP | $24,000 | +166.7% | 2,000 | +100.0% | 0.00% | 0.0% |
CVET | Buy | COVETRUS INC | $22,000 | +144.4% | 732 | +94.2% | 0.00% | 0.0% |
QS | New | QUANTUMSCAPE CORP | $12,000 | – | 257 | +100.0% | 0.00% | – |
IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $18,000 | – | 286 | +100.0% | 0.00% | – |
ROKU | New | ROKU INC | $33,000 | – | 100 | +100.0% | 0.00% | – |
OFC | Buy | CORPORATE OFFICE PPTYS TRsh ben int | $26,000 | +116.7% | 1,000 | +100.0% | 0.00% | 0.0% |
COO | Buy | COOPER COS INC | $30,000 | +130.8% | 80 | +100.0% | 0.00% | 0.0% |
CGRO | New | COLLECTIVE GROWTH CORP | $12,000 | – | 952 | +100.0% | 0.00% | – |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $17,000 | +325.0% | 220 | +266.7% | 0.00% | – |
KBE | Buy | SPDR SER TRs&p bk etf | $20,000 | +233.3% | 416 | +100.0% | 0.00% | 0.0% |
XBI | Buy | SPDR SER TRs&p biotech | $28,000 | +211.1% | 200 | +135.3% | 0.00% | 0.0% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $28,000 | +133.3% | 20 | +100.0% | 0.00% | 0.0% |
SAGE | Buy | SAGE THERAPEUTICS INC | $13,000 | +160.0% | 170 | +100.0% | 0.00% | 0.0% |
SRPT | SAREPTA THERAPEUTICS INC | $17,000 | +21.4% | 100 | 0.0% | 0.00% | 0.0% | |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $14,000 | +250.0% | 22 | +214.3% | 0.00% | – |
CHX | Buy | CHAMPIONX CORPORATION | $15,000 | +400.0% | 836 | +100.0% | 0.00% | – |
CRI | New | CARTERS INC | $20,000 | – | 209 | +100.0% | 0.00% | – |
CGC | New | CANOPY GROWTH CORP | $21,000 | – | 742 | +100.0% | 0.00% | – |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $14,000 | +133.3% | 356 | +100.0% | 0.00% | 0.0% |
CSIQ | Buy | CANADIAN SOLAR INC | $12,000 | +500.0% | 226 | +343.1% | 0.00% | – |
CME | Buy | CME GROUP INC | $15,000 | +150.0% | 74 | +100.0% | 0.00% | 0.0% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $32,000 | +113.3% | 502 | +100.0% | 0.00% | -50.0% |
BURL | New | BURLINGTON STORES INC | $15,000 | – | 54 | +100.0% | 0.00% | – |
SI | SILVERGATE CAP CORPcl a | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
SPG | New | SIMON PPTY GROUP INC NEW | $17,000 | – | 150 | +100.0% | 0.00% | – |
SSD | Buy | SIMPSON MFG INC | $19,000 | +90.0% | 202 | +100.0% | 0.00% | 0.0% |
BTI | BRITISH AMERN TOB PLCsponsored adr | $28,000 | +3.7% | 750 | 0.0% | 0.00% | -66.7% | |
BSX | Buy | BOSTON SCIENTIFIC CORP | $15,000 | +15.4% | 408 | +17.2% | 0.00% | 0.0% |
TDY | Buy | TELEDYNE TECHNOLOGIES INC | $25,000 | +150.0% | 62 | +100.0% | 0.00% | 0.0% |
TEX | Buy | TEREX CORP NEW | $21,000 | +320.0% | 538 | +100.0% | 0.00% | 0.0% |
BSTZ | New | BLACKROCK SCIENCE & TECH TR | $27,000 | – | 753 | +100.0% | 0.00% | – |
BST | New | BLACKROCK SCIENCE & TECHNOLO | $16,000 | – | 300 | +100.0% | 0.00% | – |
BIIB | Buy | BIOGEN INC | $18,000 | +500.0% | 67 | +509.1% | 0.00% | – |
TCOM | New | TRIP COM GROUP LTDads | $18,000 | – | 525 | +100.0% | 0.00% | – |
TRIP | New | TRIPADVISOR INC | $21,000 | – | 737 | +100.0% | 0.00% | – |
UGI | Buy | UGI CORP NEW | $13,000 | +160.0% | 318 | +100.0% | 0.00% | 0.0% |
ULTA | Buy | ULTA BEAUTY INC | $26,000 | +550.0% | 86 | +437.5% | 0.00% | – |
UL | New | UNILEVER PLCspon adr new | $29,000 | – | 500 | +100.0% | 0.00% | – |
UAL | New | UNITED AIRLS HLDGS INC | $17,000 | – | 300 | +100.0% | 0.00% | – |
BBY | Buy | BEST BUY INC | $30,000 | +87.5% | 285 | +102.1% | 0.00% | -50.0% |
UBX | Buy | UNITY BIOTECHNOLOGY INC | $22,000 | +214.3% | 4,000 | +100.0% | 0.00% | 0.0% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $29,000 | +190.0% | 484 | +156.1% | 0.00% | 0.0% |
VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $29,000 | +190.0% | 158 | +100.0% | 0.00% | 0.0% |
IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $30,000 | +150.0% | 186 | +100.0% | 0.00% | 0.0% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $26,000 | +136.4% | 468 | +100.0% | 0.00% | 0.0% |
ATHM | Buy | AUTOHOME INCsp ads rp cl a | $21,000 | +110.0% | 214 | +100.0% | 0.00% | 0.0% |
ANET | Buy | ARISTA NETWORKS INC | $12,000 | +200.0% | 40 | +100.0% | 0.00% | – |
VAW | Buy | VANGUARD WORLD FDSmaterials etf | $13,000 | +333.3% | 77 | +208.0% | 0.00% | – |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $25,000 | +257.1% | 464 | +195.5% | 0.00% | 0.0% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $16,000 | -44.8% | 190 | -44.8% | 0.00% | -66.7% |
APPN | New | APPIAN CORPcl a | $32,000 | – | 200 | +100.0% | 0.00% | – |
VGLT | VANGUARD SCOTTSDALE FDSlong term treas | $17,000 | -5.6% | 180 | 0.0% | 0.00% | -50.0% | |
VTR | Buy | VENTAS INC | $12,000 | +140.0% | 226 | +100.0% | 0.00% | 0.0% |
AWR | Buy | AMER STATES WTR CO | $16,000 | +128.6% | 200 | +100.0% | 0.00% | 0.0% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $20,000 | +185.7% | 133 | +104.6% | 0.00% | 0.0% |
AKRO | Buy | AKERO THERAPEUTICS INC | $17,000 | +88.9% | 600 | +100.0% | 0.00% | 0.0% |
VPG | New | VISHAY PRECISION GROUP INC | $30,000 | – | 964 | +100.0% | 0.00% | – |
VSTO | New | VISTA OUTDOOR INC | $12,000 | – | 420 | +100.0% | 0.00% | – |
AIO | New | VIRTUS ALLIANZGI ARTIFICIAL | $30,000 | – | 1,118 | +100.0% | 0.00% | – |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $12,000 | +100.0% | 710 | +67.1% | 0.00% | 0.0% |
VMC | Buy | VULCAN MATLS CO | $31,000 | +55.0% | 203 | +35.3% | 0.00% | -50.0% |
WDR | Buy | WADDELL & REED FINL INCcl a | $14,000 | +250.0% | 540 | +100.0% | 0.00% | – |
WMB | Buy | WILLIAMS COS INC | $17,000 | +30.8% | 833 | +25.1% | 0.00% | 0.0% |
DFE | New | WISDOMTREE TReurope smcp dv | $24,000 | – | 350 | +100.0% | 0.00% | – |
WYNN | New | WYNN RESORTS LTD | $24,000 | – | 200 | +100.0% | 0.00% | – |
AMD | Buy | ADVANCED MICRO DEVICES INC | $14,000 | +600.0% | 172 | +588.0% | 0.00% | – |
YUMC | Buy | YUM CHINA HLDGS INC | $32,000 | +700.0% | 552 | +626.3% | 0.00% | – |
Z | Buy | ZILLOW GROUP INCcl c cap stk | $26,000 | +160.0% | 200 | +100.0% | 0.00% | 0.0% |
ADNT | Buy | ADIENT PLC | $12,000 | +300.0% | 300 | +100.0% | 0.00% | – |
AXDX | ACCELERATE DIAGNOSTICS INC | $12,000 | -25.0% | 1,520 | 0.0% | 0.00% | -50.0% | |
ASA | Buy | ASA GOLD AND PRECIOUS MTLS L | $19,000 | +90.0% | 930 | +100.0% | 0.00% | 0.0% |
JHG | Buy | JANUS HENDERSON GROUP PLC | $13,000 | +225.0% | 415 | +133.1% | 0.00% | – |
HZNP | New | HORIZON THERAPEUTICS PUB L | $16,000 | – | 200 | +100.0% | 0.00% | – |
GLTR | Buy | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $33,000 | +266.7% | 349 | +249.0% | 0.00% | 0.0% |
ARKF | New | ARK ETF TRfintech innova | $18,000 | – | 345 | +100.0% | 0.00% | – |
STNE | Buy | STONECO LTD | $15,000 | – | 209 | +2222.2% | 0.00% | – |
ARKW | Buy | ARK ETF TRnext gnrtn inter | $29,000 | +190.0% | 195 | +107.4% | 0.00% | 0.0% |
WIX | New | WIX COM LTD | $27,000 | – | 102 | +100.0% | 0.00% | – |
INGR | Buy | INGREDION INC | $26,000 | +136.4% | 302 | +100.0% | 0.00% | 0.0% |
PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $25,000 | +150.0% | 364 | +100.0% | 0.00% | 0.0% |
PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $24,000 | +140.0% | 496 | +100.0% | 0.00% | 0.0% |
RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $18,000 | +125.0% | 170 | +100.0% | 0.00% | 0.0% |
IBN | New | ICICI BANK LIMITEDadr | $18,000 | – | 1,200 | +100.0% | 0.00% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $6,000 | – | 26 | +100.0% | 0.00% | – |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,000 | +100.0% | 288 | +100.0% | 0.00% | – |
SKLZ | New | SKILLZ INC | $0 | – | 22 | +100.0% | 0.00% | – |
OTEL | New | OTELCO INCcl a new | $1,000 | – | 50 | +100.0% | 0.00% | – |
New | ORGANIGRAM HLDGS INC | $0 | – | 139 | +100.0% | 0.00% | – | |
OXYWS | Buy | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 46 | +253.8% | 0.00% | – |
SNOW | New | SNOWFLAKE INCcl a | $3,000 | – | 12 | +100.0% | 0.00% | – |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $0 | – | 2 | +100.0% | 0.00% | – |
XPL | Buy | SOLITARIO ZINC CORP | $0 | – | 812 | +100.0% | 0.00% | – |
SAH | Buy | SONIC AUTOMOTIVE INCcl a | $2,000 | +100.0% | 52 | +100.0% | 0.00% | – |
BCACU | New | BROOKLINE CAP ACQUISITION COunit 08/31/2027 | $1,000 | – | 100 | +100.0% | 0.00% | – |
OXY | Buy | OCCIDENTAL PETE CORP | $9,000 | +800.0% | 408 | +240.0% | 0.00% | – |
NVVE | New | NUVVE HOLDING CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
SPPI | Buy | SPECTRUM PHARMACEUTICALS INC | $0 | – | 200 | +100.0% | 0.00% | – |
SPLK | SPLUNK INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $8,000 | – | 450 | +100.0% | 0.00% | – |
NMCO | New | NUVEEN MUN CR OPPORTUNITIES | $0 | – | 4 | +100.0% | 0.00% | – |
ALC | Buy | ALCON AG | $5,000 | +150.0% | 72 | +100.0% | 0.00% | – |
BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | -100.0% | 225 | 0.0% | 0.00% | – | |
SCL | New | STEPAN CO | $6,000 | – | 52 | +100.0% | 0.00% | – |
SRCL | New | STERICYCLE INC | $4,000 | – | 60 | +100.0% | 0.00% | – |
BHF | Buy | BRIGHTHOUSE FINL INC | $0 | – | 2 | +100.0% | 0.00% | – |
SU | Buy | SUNCOR ENERGY INC NEW | $11,000 | +175.0% | 600 | +100.0% | 0.00% | – |
SPWR | New | SUNPOWER CORP | $1,000 | – | 40 | +100.0% | 0.00% | – |
NTRS | Buy | NORTHERN TR CORP | $4,000 | +100.0% | 40 | +100.0% | 0.00% | – |
JWN | Buy | NORDSTROM INC | $7,000 | +600.0% | 200 | +100.0% | 0.00% | – |
NOK | New | NOKIA CORPsponsored adr | $0 | – | 100 | +100.0% | 0.00% | – |
NKLA | Buy | NIKOLA CORP | $2,000 | +100.0% | 133 | +114.5% | 0.00% | – |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $11,000 | +175.0% | 1,000 | +100.0% | 0.00% | – |
TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $11,000 | +1000.0% | 54 | +671.4% | 0.00% | – |
TPR | Buy | TAPESTRY INC | $3,000 | +200.0% | 88 | +100.0% | 0.00% | – |
HEC | New | HUDSON EXECUTIVE INVT CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
NCR | Buy | NCR CORP NEW | $2,000 | +100.0% | 42 | +68.0% | 0.00% | – |
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $9,000 | +200.0% | 64 | +100.0% | 0.00% | – |
MJ | New | ETF MANAGERS TRetfmg altr hrvst | $6,000 | – | 245 | +100.0% | 0.00% | – |
MPWR | New | MONOLITHIC PWR SYS INC | $5,000 | – | 14 | +100.0% | 0.00% | – |
THC | Buy | TENET HEALTHCARE CORP | $5,000 | +400.0% | 114 | +100.0% | 0.00% | – |
AMC | New | AMC ENTMT HLDGS INC | $1,000 | – | 51 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC | $4,000 | – | 106 | +100.0% | 0.00% | – |
APRN | Buy | BLUE APRON HLDGS INCcl a new | $2,000 | +100.0% | 312 | +100.0% | 0.00% | – |
CORN | New | TEUCRIUM COMMODITY TR | $10,000 | – | 580 | +100.0% | 0.00% | – |
SPOT | SPOTIFY TECHNOLOGY S A | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
DEA | New | EASTERLY GOVT PPTYS INC | $8,000 | – | 404 | +100.0% | 0.00% | – |
AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -160 | -100.0% | 0.00% | – |
MIDD | Buy | MIDDLEBY CORP | $7,000 | +250.0% | 50 | +100.0% | 0.00% | – |
IONS | Buy | IONIS PHARMACEUTICALS INC | $4,000 | +100.0% | 86 | +100.0% | 0.00% | – |
BB | Buy | BLACKBERRY LTD | $2,000 | +100.0% | 270 | +35.0% | 0.00% | – |
TRI | Buy | THOMSON REUTERS CORP. | $6,000 | +100.0% | 64 | +100.0% | 0.00% | – |
DDD | Buy | 3-D SYS CORP DEL | $0 | – | 2 | +100.0% | 0.00% | – |
BDTX | Buy | BLACK DIAMOND THERAPEUTICS I | $5,000 | +66.7% | 200 | +100.0% | 0.00% | – |
TMDI | Buy | TITAN MED INC | $0 | – | 60 | +100.0% | 0.00% | – |
DTIL | New | PRECISION BIOSCIENCES INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
IPGP | New | IPG PHOTONICS CORP | $9,000 | – | 42 | +100.0% | 0.00% | – |
EWN | New | ISHARES INCmsci netherl etf | $10,000 | – | 222 | +100.0% | 0.00% | – |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $3,000 | +200.0% | 348 | +136.7% | 0.00% | – |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $6,000 | +200.0% | 200 | +100.0% | 0.00% | – |
DRI | Buy | DARDEN RESTAURANTS INC | $7,000 | +133.3% | 52 | +100.0% | 0.00% | – |
CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $6,000 | +200.0% | 244 | +100.0% | 0.00% | – |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $9,000 | +200.0% | 198 | +100.0% | 0.00% | – |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $6,000 | +200.0% | 112 | +103.6% | 0.00% | – |
CSII | Buy | CARDIOVASCULAR SYS INC DEL | $8,000 | +100.0% | 200 | +100.0% | 0.00% | – |
PCI | New | PIMCO DYNAMIC CR INCOME FD | $0 | – | 10 | +100.0% | 0.00% | – |
PRSR | New | PROSPECTOR CAPITAL CORPcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
PRSRW | New | PROSPECTOR CAPITAL CORP*w exp 01/01/202 | $0 | – | 33 | +100.0% | 0.00% | – |
EWY | New | ISHARES INCmsci sth kor etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
DM | New | DESKTOP METAL INC | $2,000 | – | 106 | +100.0% | 0.00% | – |
APPS | New | DIGITAL TURBINE INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
PRSP | Buy | PERSPECTA INC | $5,000 | +66.7% | 178 | +12.7% | 0.00% | – |
PPTA | New | PERPETUA RESOURCES CORP | $3,000 | – | 500 | +100.0% | 0.00% | – |
CPB | Buy | CAMPBELL SOUP CO | $5,000 | +150.0% | 100 | +100.0% | 0.00% | – |
CPE | Buy | CALLON PETE CO DEL | $0 | – | 20 | +100.0% | 0.00% | – |
CABA | Buy | CABALETTA BIO INC | $4,000 | +100.0% | 400 | +100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $9,000 | – | 192 | +100.0% | 0.00% | – |
NUGT | Buy | DIREXION SHS ETF TRdly gold indx 2x | $4,000 | +33.3% | 60 | +50.0% | 0.00% | – |
JNUG | New | DIREXION SHS ETF TRdaily jr gld min | $3,000 | – | 35 | +100.0% | 0.00% | – |
BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $8,000 | – | 200 | +100.0% | 0.00% | – |
IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $6,000 | +20.0% | 187 | +0.5% | 0.00% | -100.0% |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,000 | – | 59 | +100.0% | 0.00% | – |
YCBD | CBDMD INC | $9,000 | +50.0% | 3,000 | 0.0% | 0.00% | -100.0% | |
DISCA | New | DISCOVERY INC | $11,000 | – | 248 | +100.0% | 0.00% | – |
IRBT | Buy | IROBOT CORP | $4,000 | +100.0% | 40 | +100.0% | 0.00% | – |
VVPR | New | VIVOPOWER INTERNATIONAL PLC | $1,000 | – | 50 | +100.0% | 0.00% | – |
VACQ | New | VECTOR ACQUISITION CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
BLCN | New | SIREN ETF TRnsd nxgn eco etf | $0 | – | 2 | +100.0% | 0.00% | – |
ETY | New | EATON VANCE TAX-MANAGED DIVE | $6,000 | – | 515 | +100.0% | 0.00% | – |
BNTX | New | BIONTECH SEsponsored ads | $1,000 | – | 9 | +100.0% | 0.00% | – |
CGNT | New | COGNYTE SOFTWARE LTD | $2,000 | – | 62 | +100.0% | 0.00% | – |
TTE | Buy | TOTAL SEsponsored ads | $2,000 | +100.0% | 58 | +100.0% | 0.00% | – |
Buy | MICRO FOCUS INTL PLCspon adr new | $3,000 | +200.0% | 520 | +44.0% | 0.00% | – | |
TDG | New | TRANSDIGM GROUP INC | $9,000 | – | 15 | +100.0% | 0.00% | – |
TBIO | New | TRANSLATE BIO INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
MCK | MCKESSON CORP | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
CGEN | Buy | COMPUGEN LTDord | $3,000 | +50.0% | 256 | +100.0% | 0.00% | – |
SSYS | Buy | STRATASYS LTD | $0 | – | 2 | +100.0% | 0.00% | – |
BGFV | New | BIG 5 SPORTING GOODS CORP | $1,000 | – | 59 | +100.0% | 0.00% | – |
TWLO | Buy | TWILIO INCcl a | $4,000 | +300.0% | 14 | +180.0% | 0.00% | – |
TWTR | Buy | TWITTER INC | $7,000 | +75.0% | 120 | +20.0% | 0.00% | – |
TYL | New | TYLER TECHNOLOGIES INC | $10,000 | – | 22 | +100.0% | 0.00% | – |
TSN | Buy | TYSON FOODS INCcl a | $9,000 | +125.0% | 134 | +100.0% | 0.00% | – |
IAA | Buy | IAA INC | $11,000 | +120.0% | 174 | +100.0% | 0.00% | -100.0% |
VAC | New | MARRIOTT VACTINS WORLDWID CO | $9,000 | – | 54 | +100.0% | 0.00% | – |
HIMX | Buy | HIMAX TECHNOLOGIES INCsponsored adr | $1,000 | – | 80 | +100.0% | 0.00% | – |
UAA | Buy | UNDER ARMOUR INCcl a | $9,000 | +200.0% | 460 | +100.0% | 0.00% | – |
FLEX | Buy | FLEX LTDord | $2,000 | +100.0% | 146 | +100.0% | 0.00% | – |
UG | Buy | UNITED GUARDIAN INC | $6,000 | +100.0% | 374 | +104.4% | 0.00% | – |
URI | New | UNITED RENTALS INC | $11,000 | – | 33 | +100.0% | 0.00% | – |
BLI | Buy | BERKELEY LTS INC | $7,000 | +75.0% | 100 | +100.0% | 0.00% | – |
UNIT | Buy | UNITI GROUP INC | $0 | – | 44 | +100.0% | 0.00% | – |
MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $5,000 | – | 879 | +100.0% | 0.00% | – |
TRN | Exit | TRINITY INDS INC | $0 | – | -100 | -100.0% | 0.00% | – |
GOLD | Buy | BARRICK GOLD CORP | $11,000 | +83.3% | 506 | +153.0% | 0.00% | -100.0% |
MTN | New | VAIL RESORTS INC | $11,000 | – | 39 | +100.0% | 0.00% | – |
VALE | New | VALE S Asponsored ads | $1,000 | – | 60 | +100.0% | 0.00% | – |
JJC | New | BARCLAYS BANK PLCetn lkd 48 | $7,000 | – | 120 | +100.0% | 0.00% | – |
VVV | Buy | VALVOLINE INC | $0 | – | 26 | +100.0% | 0.00% | – |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $8,000 | – | 261 | +100.0% | 0.00% | – |
MFA | MFA FINL INC | $5,000 | +66.7% | 1,290 | 0.0% | 0.00% | – | |
MOO | Buy | VANECK VECTORS ETF TRagribusiness etf | $0 | – | 8 | +100.0% | 0.00% | – |
GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $2,000 | – | 50 | +100.0% | 0.00% | – |
LYRA | New | LYRA THERAPEUTICS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
LYFT | Buy | LYFT INC | $4,000 | +300.0% | 70 | +100.0% | 0.00% | – |
QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -11 | -100.0% | 0.00% | – |
LAZR | New | LUMINAR TECHNOLOGIES INC | $0 | – | 26 | +100.0% | 0.00% | – |
LITE | New | LUMENTUM HLDGS INC | $0 | – | 4 | +100.0% | 0.00% | – |
VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,000 | +150.0% | 21 | +110.0% | 0.00% | – |
BLCN | Exit | REALITY SHS ETF TRnsd nxgn eco etf | $0 | – | -1 | -100.0% | 0.00% | – |
LOGC | Buy | LOGICBIO THERAPEUTICS INC | $2,000 | +100.0% | 200 | +100.0% | 0.00% | – |
BIDU | Buy | BAIDU INCspon adr rep a | $10,000 | – | 45 | +1400.0% | 0.00% | – |
BP | Sell | BP PLCsponsored adr | $11,000 | 0.0% | 505 | -23.3% | 0.00% | -100.0% |
BOKF | Sell | BOK FINL CORP | $1,000 | 0.0% | 11 | -60.7% | 0.00% | – |
BBL | Buy | BHP GROUP PLCsponsored adr | $6,000 | +200.0% | 116 | +100.0% | 0.00% | – |
EPZM | New | EPIZYME INC | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
CAR | Buy | AVIS BUDGET GROUP | $2,000 | – | 34 | +100.0% | 0.00% | – |
ACB | Buy | AURORA CANNABIS INC | $0 | – | 100 | +100.0% | 0.00% | – |
LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $0 | – | 68 | 0.0% | 0.00% | – | |
EPHYU | New | EPIPHANY TECHNOLOGY ACQUISITunit 99/99/9999 | $1,000 | – | 100 | +100.0% | 0.00% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $2,000 | – | 30 | +100.0% | 0.00% | – |
LMND | LEMONADE INC | $1,000 | – | 8 | 0.0% | 0.00% | – | |
LVS | Buy | LAS VEGAS SANDS CORP | $8,000 | +166.7% | 130 | +100.0% | 0.00% | – |
NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -11 | -100.0% | 0.00% | – |
AQB | New | AQUABOUNTY TECHNOLOGIES INC | $3,000 | – | 385 | +100.0% | 0.00% | – |
LSF | New | LAIRD SUPERFOOD INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
EVK | New | EVER-GLORY INTL GROUP INC | $0 | – | 50 | +100.0% | 0.00% | – |
PCG | Exit | PG&E CORP | $0 | – | -20 | -100.0% | 0.00% | – |
APHA | New | APHRIA INC | $1,000 | – | 43 | +100.0% | 0.00% | – |
LB | Buy | L BRANDS INC | $11,000 | +175.0% | 240 | +100.0% | 0.00% | – |
AM | Buy | ANTERO MIDSTREAM CORP | $2,000 | +100.0% | 200 | +100.0% | 0.00% | – |
KARS | New | KRANESHARES TRelec veh futur | $2,000 | – | 38 | +100.0% | 0.00% | – |
AMRS | Buy | AMYRIS INC | $0 | – | 2 | +100.0% | 0.00% | – |
IVOL | New | KRANESHARES TRquadrtc int rt | $10,000 | – | 354 | +100.0% | 0.00% | – |
DLPH | Exit | DELPHI TECHNOLOGIES PL | $0 | – | -124 | -100.0% | 0.00% | – |
EVH | EVOLENT HEALTH INCcl a | $0 | – | 19 | 0.0% | 0.00% | – | |
KGC | Buy | KINROSS GOLD CORP | $4,000 | +33.3% | 602 | +100.0% | 0.00% | – |
KLDO | Buy | KALEIDO BIOSCIENCES INC | $2,000 | +100.0% | 200 | +100.0% | 0.00% | – |
EXR | Buy | EXTRA SPACE STORAGE INC | $4,000 | +100.0% | 30 | +100.0% | 0.00% | – |
LNT | Buy | ALLIANT ENERGY CORP | $10,000 | +100.0% | 176 | +100.0% | 0.00% | -100.0% |
ADS | Buy | ALLIANCE DATA SYSTEMS CORP | $7,000 | +250.0% | 80 | +100.0% | 0.00% | – |
FLIR | FLIR SYS INC | $3,000 | +50.0% | 60 | 0.0% | 0.00% | – | |
FDS | New | FACTSET RESH SYS INC | $9,000 | – | 30 | +100.0% | 0.00% | – |
ALEC | Buy | ALECTOR INC | $7,000 | +250.0% | 400 | +100.0% | 0.00% | – |
IDRV | New | ISHARES TRself drivng ev | $4,000 | – | 94 | +100.0% | 0.00% | – |
FE | Buy | FIRSTENERGY CORP | $6,000 | +200.0% | 174 | +100.0% | 0.00% | – |
VRNT | VERINT SYS INC | $4,000 | +33.3% | 62 | 0.0% | 0.00% | – | |
EWJ | New | ISHARES INCmsci jpn etf new | $10,000 | – | 146 | +100.0% | 0.00% | – |
EWT | New | ISHARES INCmsci taiwan etf | $10,000 | – | 173 | +100.0% | 0.00% | – |
VIAV | New | VIAVI SOLUTIONS INC | $0 | – | 24 | +100.0% | 0.00% | – |
FSR | New | FISKER INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
ALK | Buy | ALASKA AIR GROUP INC | $4,000 | +300.0% | 69 | +392.9% | 0.00% | – |
BBIG | New | VINCO VENTURES INC | $0 | – | 100 | +100.0% | 0.00% | – |
SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $9,000 | +28.6% | 332 | -13.8% | 0.00% | -100.0% |
VIRT | New | VIRTU FINL INCcl a | $6,000 | – | 185 | +100.0% | 0.00% | – |
AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $2,000 | +100.0% | 200 | +100.0% | 0.00% | – |
AL | New | AIR LEASE CORPcl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
NBL | Exit | NOBLE ENERGY INC | $0 | – | -40 | -100.0% | 0.00% | – |
VNT | New | VONTIER CORPORATION | $5,000 | – | 172 | +100.0% | 0.00% | – |
FLT | Buy | FLEETCOR TECHNOLOGIES INC | $10,000 | +100.0% | 40 | +100.0% | 0.00% | -100.0% |
INDA | New | ISHARES TRmsci india etf | $10,000 | – | 232 | +100.0% | 0.00% | – |
SLV | New | ISHARES SILVER TRishares | $1,000 | – | 45 | +100.0% | 0.00% | – |
AEVA | New | AEVA TECHNOLOGIES INC | $6,000 | – | 475 | +100.0% | 0.00% | – |
FRSX | New | FORESIGHT AUTONOMOUS HLDGS Lsponsored ads | $1,000 | – | 100 | +100.0% | 0.00% | – |
AMG | Buy | AFFILIATED MANAGERS GROUP IN | $0 | – | 4 | +100.0% | 0.00% | – |
ENZL | ISHARES TRnew zealand etf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
EFG | New | ISHARES TReafe grwth etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
FOXF | Buy | FOX FACTORY HLDG CORP | $9,000 | +200.0% | 78 | +100.0% | 0.00% | – |
GWPH | Buy | GW PHARMACEUTICALS PLCads | $6,000 | +20.0% | 49 | +2.1% | 0.00% | -100.0% |
WLL | New | WHITING PETE CORP NEW | $0 | – | 6 | +100.0% | 0.00% | – |
WVVI | Buy | WILLAMETTE VY VINEYARD INC | $3,000 | +200.0% | 400 | +100.0% | 0.00% | – |
GME | New | GAMESTOP CORP NEWcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
DEM | Buy | WISDOMTREE TRemer mkt high fd | $2,000 | +100.0% | 48 | +108.7% | 0.00% | – |
AVAV | New | AEROVIRONMENT INC | $10,000 | – | 96 | +100.0% | 0.00% | – |
EZM | New | WISDOMTREE TRus midcap fund | $9,000 | – | 185 | +100.0% | 0.00% | – |
IJS | New | ISHARES TRsp smcp600vl etf | $5,000 | – | 48 | +100.0% | 0.00% | – |
GDDY | Buy | GODADDY INCcl a | $0 | – | 4 | +100.0% | 0.00% | – |
DGRS | Buy | WISDOMTREE TRus s cap qty div | $6,000 | +200.0% | 152 | +102.7% | 0.00% | – |
GDP | Buy | GOODRICH PETE CORP | $0 | – | 6 | +100.0% | 0.00% | – |
GPRO | Sell | GOPRO INCcl a | $0 | – | 42 | -2.3% | 0.00% | – |
AEG | Buy | AEGON N V | $0 | – | 16 | +100.0% | 0.00% | – |
WKHS | New | WORKHORSE GROUP INC | $0 | – | 36 | +100.0% | 0.00% | – |
WRAP | New | WRAP TECHNOLOGIES INC | $2,000 | – | 514 | +100.0% | 0.00% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -23 | -100.0% | 0.00% | – |
ASIX | Buy | ADVANSIX INC | $0 | – | 4 | +100.0% | 0.00% | – |
YEXT | YEXT INC | $1,000 | – | 32 | 0.0% | 0.00% | – | |
BREW | Exit | CRAFT BREW ALLIANCE INC | $0 | – | -100 | -100.0% | 0.00% | – |
ALL | Exit | ALLSTATE CORP | $0 | – | -33 | -100.0% | 0.00% | – |
GOSS | New | GOSSAMER BIO INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
GRTS | New | GRITSTONE ONCOLOGY INC | $3,000 | – | 361 | +100.0% | 0.00% | – |
FIXX | New | HOMOLOGY MEDICINES INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
MSOS | New | ADVISORSHARES TRpure us cannabis | $9,000 | – | 220 | +100.0% | 0.00% | – |
ZIOP | New | ZIOPHARM ONCOLOGY INC | $2,000 | – | 600 | +100.0% | 0.00% | – |
GRUB | GRUBHUB INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
FXI | New | ISHARES TRchina lg-cap etf | $9,000 | – | 200 | +100.0% | 0.00% | – |
ZNGA | Buy | ZYNGA INCcl a | $2,000 | – | 200 | +6566.7% | 0.00% | – |
ACEV | New | ACE CONVERGENCE ACQU CORPcl a | $5,000 | – | 500 | +100.0% | 0.00% | – |
ACST | New | ACASTI PHARMA INCcl a new | $0 | – | 40 | +100.0% | 0.00% | – |
INO | Buy | INOVIO PHARMACEUTICALS INC | $10,000 | +66.7% | 1,050 | +100.0% | 0.00% | -100.0% |
RIOT | Buy | RIOT BLOCKCHAIN INC | $10,000 | – | 221 | +342.0% | 0.00% | – |
RAD | Buy | RITE AID CORP | $0 | – | 30 | +100.0% | 0.00% | – |
RKT | New | ROCKET COS INC | $0 | – | 10 | +100.0% | 0.00% | – |
ACAD | New | ACADIA PHARMACEUTICALS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
ICUI | New | ICU MED INC | $2,000 | – | 12 | +100.0% | 0.00% | – |
RVMD | Buy | REVOLUTION MEDICINES INC | $9,000 | +200.0% | 200 | +100.0% | 0.00% | – |
CSGP | COSTAR GROUP INC | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
DGX | QUEST DIAGNOSTICS INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
RGT | New | ROYCE GLOBAL VALUE TR INC | $2,000 | – | 128 | +100.0% | 0.00% | – |
COTY | New | COTY INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC | $10,000 | – | 28 | +100.0% | 0.00% | – |
HOOK | New | HOOKIPA PHARMA INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
CLR | Buy | CONTINENTAL RES INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
CS | New | CREDIT SUISSE GROUPsponsored adr | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,000 | – | 26 | +116.7% | 0.00% | – |
SID | New | COMPANHIA SIDERURGICA NACIONsponsored adr | $2,000 | – | 280 | +100.0% | 0.00% | – |
ITT | Buy | ITT INC | $6,000 | +200.0% | 76 | +100.0% | 0.00% | – |
CLCT | New | COLLECTORS UNIVERSE INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
UPRO | Sell | PROSHARES TRultrpro s&p500 | $0 | – | 2 | -50.0% | 0.00% | – |
EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $2,000 | +100.0% | 84 | +100.0% | 0.00% | – |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $5,000 | +66.7% | 119 | +120.4% | 0.00% | – |
CRU | New | CRUCIBLE ACQUISITION CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
CGNX | Buy | COGNEX CORP | $8,000 | +166.7% | 100 | +100.0% | 0.00% | – |
CRUWS | New | CRUCIBLE ACQUISITION CORP*w exp 12/26/202 | $0 | – | 33 | +100.0% | 0.00% | – |
LIN | Buy | LINDE PLC | $4,000 | +100.0% | 16 | +100.0% | 0.00% | – |
TOLZ | New | PROSHARES TRdj brkfld glb | $10,000 | – | 233 | +100.0% | 0.00% | – |
NET | New | CLOUDFLARE INC | $6,000 | – | 78 | +100.0% | 0.00% | – |
TBT | PROSHARES TR | $0 | – | 27 | 0.0% | 0.00% | – | |
CLX | Buy | CLOROX CO DEL | $8,000 | +100.0% | 40 | +100.0% | 0.00% | – |
CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $0 | – | 12 | +100.0% | 0.00% | – |
SPXU | New | PROSHARES TRultrapro short s | $4,000 | – | 165 | +100.0% | 0.00% | – |
LKCO | New | LUOKUNG TECHNOLOGY CORP | $1,000 | – | 802 | +100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $10,000 | – | 200 | +100.0% | 0.00% | – |
PGR | New | PROGRESSIVE CORP | $8,000 | – | 86 | +100.0% | 0.00% | – |
DMYI | New | DMY TECHNOLOGY GROUP INC III | $0 | – | 30 | +100.0% | 0.00% | – |
SD | New | SANDRIDGE ENERGY INC | $0 | – | 1 | +100.0% | 0.00% | – |
HAL | Buy | HALLIBURTON CO | $8,000 | +300.0% | 400 | +100.0% | 0.00% | – |
CC | Sell | CHEMOURS CO | $7,000 | +16.7% | 264 | -3.6% | 0.00% | -100.0% |
DXC | Buy | DXC TECHNOLOGY CO | $11,000 | +83.3% | 361 | +13.5% | 0.00% | -100.0% |
SNDR | New | SCHNEIDER NATIONAL INCcl b | $0 | – | 10 | +100.0% | 0.00% | – |
SDGR | New | SCHRODINGER INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
PRVL | PREVAIL THERAPEUTICS INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -51 | -100.0% | -0.00% | – |
BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -113 | -100.0% | -0.00% | – |
COKE | Exit | COCA COLA CONS INC | $0 | – | -33 | -100.0% | -0.00% | – |
TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -739 | -100.0% | -0.00% | – |
DBAW | Exit | DBX ETF TRxtrack msci all | $0 | – | -228 | -100.0% | -0.00% | – |
FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -608 | -100.0% | -0.00% | – |
ABR | Exit | ARBOR REALTY TRUST INC | $0 | – | -1,043 | -100.0% | -0.00% | – |
BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,000 | -100.0% | -0.00% | – |
EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -750 | -100.0% | -0.00% | – |
NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -255 | -100.0% | -0.00% | – |
VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -140 | -100.0% | -0.00% | – |
UN | Exit | UNILEVER N V | $0 | – | -250 | -100.0% | -0.00% | – |
GLIBA | Exit | GCI LIBERTY INC | $0 | – | -286 | -100.0% | -0.00% | – |
WEN | Exit | WENDYS CO | $0 | – | -853 | -100.0% | -0.00% | – |
VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -198 | -100.0% | -0.00% | – |
RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -185 | -100.0% | -0.00% | – |
BBAX | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $0 | – | -1,099 | -100.0% | -0.00% | – |
GCC | Exit | WISDOMTREE CONTINUOUS COMMOD | $0 | – | -1,867 | -100.0% | -0.00% | – |
SPXU | Exit | PROSHARES TRcall | $0 | – | -5,100 | -100.0% | -0.00% | – |
SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -241 | -100.0% | -0.01% | – |
BBJP | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $0 | – | -3,299 | -100.0% | -0.01% | – |
BBEU | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $0 | – | -3,396 | -100.0% | -0.01% | – |
DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -524 | -100.0% | -0.01% | – |
BBCA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | -3,208 | -100.0% | -0.01% | – |
NVAX | Exit | NOVAVAX INC | $0 | – | -720 | -100.0% | -0.01% | – |
SERV | Exit | SERVICEMASTER GLOBAL HLDGS I | $0 | – | -2,400 | -100.0% | -0.01% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -804 | -100.0% | -0.01% | – |
SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -500 | -100.0% | -0.02% | – |
IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -984 | -100.0% | -0.02% | – |
XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -3,679 | -100.0% | -0.02% | – |
BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -5,646 | -100.0% | -0.03% | – |
HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -12,165 | -100.0% | -0.03% | – |
BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -65,212 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q4 2022 | 13.6% |
SPDR S&P 500 INDEX FUND ETF | 28 | Q4 2022 | 8.5% |
VANGUARD S&P 500 ETF | 28 | Q4 2022 | 5.5% |
VANGUARD INDEX FDS | 28 | Q4 2022 | 6.6% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q4 2022 | 4.8% |
INVESCO S&P 500 LOW VOLATILITY ETF | 28 | Q4 2022 | 4.5% |
VANGUARD TAX EXEMPT BOND ETF | 28 | Q4 2022 | 3.9% |
APPLE INC | 28 | Q4 2022 | 3.0% |
ISHARES TR | 28 | Q4 2022 | 3.8% |
VANGUARD TOTAL STOCK MARKET ETF | 28 | Q4 2022 | 2.4% |
View Sargent Bickham Lagudis LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-NT | 2024-02-14 |
13F-NT | 2023-11-14 |
13F-NT | 2023-08-09 |
13F-NT | 2023-05-15 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-18 |
13F-HR | 2021-11-05 |
View Sargent Bickham Lagudis 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.