$1.33 Billion is the total value of Sargent Bickham Lagudis LLC's 1001 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 17.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Sell | ISHARES TRcore us aggbd et | $131,608,000 | -7.8% | 1,153,646 | -7.2% | 9.93% | -14.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $82,142,000 | +18.4% | 172,946 | +6.9% | 6.20% | +9.7% |
| VOO | Sell | VANGUARD INDEX FDS | $61,277,000 | +9.1% | 140,361 | -1.5% | 4.62% | +1.1% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $57,671,000 | -4.0% | 315,382 | -4.3% | 4.35% | -11.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $51,051,000 | +15.5% | 929,726 | +15.2% | 3.85% | +7.0% |
| AAPL | Sell | APPLE INC | $39,791,000 | +25.0% | 224,087 | -0.4% | 3.00% | +15.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $38,779,000 | +3.3% | 759,476 | +2.1% | 2.93% | -4.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $35,187,000 | +44.9% | 73,769 | +30.9% | 2.66% | +34.3% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $28,855,000 | +14.7% | 875,192 | +15.0% | 2.18% | +6.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $28,705,000 | +10.8% | 267,202 | +5.0% | 2.17% | +2.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $23,323,000 | +15.0% | 339,839 | +1.9% | 1.76% | +6.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $19,227,000 | +6.7% | 79,636 | -1.8% | 1.45% | -1.0% |
| AMZN | Sell | AMAZON COM INC | $19,039,000 | -0.5% | 5,710 | -2.0% | 1.44% | -7.8% |
| PFE | Sell | PFIZER INC | $18,885,000 | +33.1% | 319,819 | -3.1% | 1.42% | +23.4% |
| AOK | Sell | ISHARES TRconser alloc etf | $17,737,000 | -2.1% | 443,303 | -3.3% | 1.34% | -9.3% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $16,605,000 | +32.7% | 156,974 | +25.4% | 1.25% | +23.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $16,521,000 | +9.5% | 55,255 | -0.1% | 1.25% | +1.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $15,580,000 | +7.7% | 5,378 | -0.6% | 1.18% | -0.2% |
| HD | Buy | HOME DEPOT INC | $15,143,000 | +26.6% | 36,488 | +0.2% | 1.14% | +17.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $14,833,000 | +3.6% | 242,050 | +3.1% | 1.12% | -4.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $14,234,000 | +32.8% | 34,335 | +2.5% | 1.07% | +23.0% |
| DHR | Sell | DANAHER CORPORATION | $13,989,000 | +7.5% | 42,518 | -0.6% | 1.06% | -0.4% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $13,540,000 | +0.4% | 348,348 | -0.0% | 1.02% | -6.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,050,000 | +30.3% | 113,966 | +24.2% | 0.98% | +20.9% |
| MSFT | Buy | MICROSOFT CORP | $12,741,000 | +23.5% | 37,882 | +3.5% | 0.96% | +14.4% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $10,859,000 | +15.8% | 148,304 | +6.7% | 0.82% | +7.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $10,816,000 | +30.7% | 21,539 | +1.7% | 0.82% | +21.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,775,000 | +3.5% | 66,208 | -4.7% | 0.81% | -4.1% |
| V | Sell | VISA INC | $10,316,000 | -8.1% | 47,601 | -5.6% | 0.78% | -14.9% |
| FB | Sell | META PLATFORMS INCcl a | $9,441,000 | -5.1% | 28,069 | -4.3% | 0.71% | -12.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,334,000 | +3.4% | 18,031 | -4.0% | 0.70% | -4.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $9,230,000 | +16.2% | 53,088 | -0.2% | 0.70% | +7.6% |
| NEE | Sell | NEXTERA ENERGY INC | $8,659,000 | +17.3% | 92,749 | -1.3% | 0.65% | +8.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,463,000 | +13.9% | 74,883 | +4.6% | 0.64% | +5.6% |
| NKE | Buy | NIKE INCcl b | $8,227,000 | +58.7% | 49,364 | +38.3% | 0.62% | +47.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $8,160,000 | +14.0% | 27,898 | +3.5% | 0.62% | +5.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $7,760,000 | -7.1% | 49,008 | -3.9% | 0.59% | -13.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,725,000 | +7.8% | 30,322 | +0.2% | 0.58% | 0.0% |
| SSO | Sell | PROSHARES TR | $7,523,000 | +15.8% | 51,394 | -5.2% | 0.57% | +7.4% |
| ABT | Buy | ABBOTT LABS | $7,445,000 | +20.5% | 52,898 | +1.1% | 0.56% | +11.7% |
| CNI | Buy | CANADIAN NATL RY CO | $7,389,000 | +6.7% | 60,141 | +0.4% | 0.56% | -1.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $7,046,000 | +12.4% | 14,326 | +2.0% | 0.53% | +4.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $7,048,000 | -7.2% | 83,162 | -6.4% | 0.53% | -13.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $6,825,000 | +2.8% | 30,198 | -0.6% | 0.52% | -4.8% |
| SYK | Sell | STRYKER CORPORATION | $6,807,000 | -2.7% | 25,454 | -4.1% | 0.51% | -9.8% |
| TJX | Buy | TJX COS INC NEW | $6,792,000 | +15.5% | 89,467 | +0.4% | 0.51% | +7.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $6,426,000 | -6.2% | 56,454 | -14.3% | 0.48% | -13.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,355,000 | +365.9% | 128,479 | +371.0% | 0.48% | +332.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $6,322,000 | +16.5% | 46,222 | -2.2% | 0.48% | +7.9% |
| ECL | Sell | ECOLAB INC | $5,827,000 | +11.9% | 24,840 | -0.5% | 0.44% | +3.8% |
| DIS | Sell | DISNEY WALT CO | $5,737,000 | -13.4% | 37,040 | -5.4% | 0.43% | -19.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,584,000 | -12.9% | 34,099 | -21.3% | 0.42% | -19.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,574,000 | +35.3% | 32,454 | +21.0% | 0.42% | +25.7% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $5,558,000 | +6.7% | 189,612 | +5.5% | 0.42% | -1.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,462,000 | +8.2% | 53,340 | +5.8% | 0.41% | +0.2% |
| BLK | Buy | BLACKROCK INC | $5,200,000 | +10.1% | 5,680 | +0.9% | 0.39% | +2.1% |
| CIEN | Sell | CIENA CORP | $5,106,000 | +49.8% | 66,343 | -0.1% | 0.38% | +38.5% |
| QCOM | Buy | QUALCOMM INC | $5,078,000 | +56.2% | 27,769 | +10.2% | 0.38% | +44.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $5,044,000 | -3.8% | 62,401 | -11.7% | 0.38% | -10.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,810,000 | +7.7% | 59,800 | +2.6% | 0.36% | -0.3% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $4,728,000 | -7.0% | 46,126 | -25.1% | 0.36% | -13.8% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $4,656,000 | +13.4% | 51,846 | +11.6% | 0.35% | +5.1% |
| MUB | Sell | ISHARES TRnational mun etf | $4,632,000 | -1.2% | 39,833 | -1.3% | 0.35% | -8.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $4,483,000 | +22.5% | 6,718 | +4.9% | 0.34% | +13.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $4,452,000 | +23.5% | 39,712 | +13.8% | 0.34% | +14.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,443,000 | +27.7% | 7,826 | +1.0% | 0.34% | +18.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,346,000 | +9.0% | 1,502 | +0.4% | 0.33% | +0.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,306,000 | -34.9% | 10,823 | -41.5% | 0.32% | -39.7% |
| WTRG | Sell | ESSENTIAL UTILS INC | $4,284,000 | +15.8% | 79,800 | -0.6% | 0.32% | +7.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $4,278,000 | +11.5% | 7,544 | +13.2% | 0.32% | +3.5% |
| INTU | Sell | INTUIT | $4,216,000 | +16.6% | 6,555 | -2.2% | 0.32% | +8.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $4,207,000 | -41.1% | 56,361 | -41.4% | 0.32% | -45.5% |
| INFO | Buy | IHS MARKIT LTD | $4,183,000 | +15.6% | 31,468 | +1.4% | 0.32% | +7.1% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $4,177,000 | +12.4% | 12,892 | 0.0% | 0.32% | +4.0% | |
| JNJ | Sell | JOHNSON & JOHNSON | $4,123,000 | +5.3% | 24,104 | -0.6% | 0.31% | -2.5% |
| CB | Sell | CHUBB LIMITED | $4,054,000 | -4.0% | 20,970 | -13.9% | 0.31% | -11.0% |
| SDY | Sell | SPDR SER TRs&p divid etf | $3,619,000 | +8.9% | 28,031 | -0.8% | 0.27% | +0.7% |
| ABBV | Buy | ABBVIE INC | $3,614,000 | +26.1% | 26,691 | +0.5% | 0.27% | +17.2% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $3,606,000 | +777.4% | 701 | +70000.0% | 0.27% | +724.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $3,588,000 | -30.0% | 73,454 | -27.8% | 0.27% | -35.0% |
| WMT | Buy | WALMART INC | $3,520,000 | +10.9% | 24,325 | +6.9% | 0.27% | +3.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,531,000 | -3.1% | 44,880 | -3.9% | 0.27% | -10.4% |
| KO | Sell | COCA COLA CO | $3,488,000 | +11.0% | 58,906 | -1.6% | 0.26% | +2.7% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $3,427,000 | -34.2% | 63,574 | -33.8% | 0.26% | -38.9% |
| SBUX | Sell | STARBUCKS CORP | $3,387,000 | +5.7% | 28,953 | -0.3% | 0.26% | -1.9% |
| LNG | Buy | CHENIERE ENERGY INC | $3,283,000 | +4.1% | 32,374 | +0.2% | 0.25% | -3.5% |
| DG | Buy | DOLLAR GEN CORP NEW | $3,105,000 | +15.8% | 13,164 | +4.1% | 0.23% | +7.3% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $2,989,000 | +27.2% | 53,760 | +26.8% | 0.23% | +18.3% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,942,000 | +25.3% | 48,719 | +11.0% | 0.22% | +16.2% |
| IYW | Buy | ISHARES TRu.s. tech etf | $2,878,000 | +13.4% | 25,066 | +0.0% | 0.22% | +4.8% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $2,820,000 | +10.4% | 30,345 | -1.2% | 0.21% | +2.4% |
| BLL | Buy | BALL CORP | $2,792,000 | +19.2% | 28,999 | +11.4% | 0.21% | +10.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,762,000 | -32.7% | 44,291 | -36.1% | 0.21% | -37.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,760,000 | +46.0% | 10,999 | +22.6% | 0.21% | +35.1% |
| LLY | Buy | LILLY ELI & CO | $2,699,000 | +874.4% | 9,770 | +715.5% | 0.20% | +787.0% |
| VFC | Sell | V F CORP | $2,625,000 | -39.6% | 35,845 | -44.7% | 0.20% | -44.1% |
| RGLD | ROYAL GOLD INC | $2,463,000 | +10.2% | 23,411 | 0.0% | 0.19% | +2.2% | |
| PG | Buy | PROCTER AND GAMBLE CO | $2,314,000 | +19.5% | 14,147 | +2.2% | 0.18% | +10.8% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,282,000 | +1919.5% | 45,213 | +1931.1% | 0.17% | +1811.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,242,000 | -0.1% | 43,625 | +2.2% | 0.17% | -7.7% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $2,206,000 | -1.0% | 102,803 | 0.0% | 0.17% | -8.3% | |
| XOM | Buy | EXXON MOBIL CORP | $2,163,000 | +5.4% | 35,342 | +1.3% | 0.16% | -2.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,070,000 | -18.3% | 34,587 | -15.7% | 0.16% | -24.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,992,000 | +232.6% | 23,290 | +234.8% | 0.15% | +206.1% |
| MRK | Sell | MERCK & CO INC | $1,932,000 | +1.7% | 25,203 | -0.3% | 0.15% | -5.8% |
| IYR | Buy | ISHARES TRu.s. real es etf | $1,901,000 | +253.3% | 16,370 | +211.3% | 0.14% | +225.0% |
| GIS | Buy | GENERAL MLS INC | $1,887,000 | +13.3% | 28,010 | +0.5% | 0.14% | +4.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,863,000 | -2.2% | 13,938 | +1.7% | 0.14% | -9.0% |
| TGT | Buy | TARGET CORP | $1,820,000 | +2788.9% | 7,862 | +2758.9% | 0.14% | +2640.0% |
| UNP | Sell | UNION PAC CORP | $1,736,000 | +28.3% | 6,892 | -0.1% | 0.13% | +19.1% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,701,000 | +11.9% | 9,008 | +0.2% | 0.13% | +3.2% |
| JNK | Sell | SPDR SER TRbloomberg high y | $1,644,000 | -6.1% | 15,139 | -5.5% | 0.12% | -13.3% |
| SHW | SHERWIN WILLIAMS CO | $1,633,000 | +25.9% | 4,638 | 0.0% | 0.12% | +16.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,531,000 | +153.5% | 14,473 | +134.4% | 0.12% | +136.7% |
| MMM | Buy | 3M CO | $1,510,000 | +1.3% | 8,499 | +0.0% | 0.11% | -5.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,463,000 | -4.1% | 4,072 | -7.2% | 0.11% | -11.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,434,000 | +26.9% | 18,459 | +30.9% | 0.11% | +17.4% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $1,384,000 | +138300.0% | 32,836 | +136716.7% | 0.10% | – |
| EW | EDWARDS LIFESCIENCES CORP | $1,281,000 | +14.5% | 9,888 | 0.0% | 0.10% | +6.6% | |
| SUB | ISHARES TRshrt nat mun etf | $1,269,000 | -0.2% | 11,823 | 0.0% | 0.10% | -7.7% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,203,000 | -0.6% | 40,621 | +2.4% | 0.09% | -8.1% |
| HSIC | Sell | HENRY SCHEIN INC | $1,209,000 | +1.1% | 15,599 | -0.6% | 0.09% | -6.2% |
| CNC | Sell | CENTENE CORP DEL | $1,199,000 | -53.3% | 14,557 | -64.7% | 0.09% | -56.9% |
| CSCO | Buy | CISCO SYS INC | $1,176,000 | +19.5% | 18,556 | +2.7% | 0.09% | +11.2% |
| DVY | Buy | ISHARES TRselect divid etf | $1,158,000 | +34.2% | 9,442 | +25.5% | 0.09% | +24.3% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,121,000 | +1832.8% | 22,039 | +1853.8% | 0.08% | +1600.0% |
| PEP | Buy | PEPSICO INC | $1,105,000 | +18.3% | 6,358 | +2.4% | 0.08% | +9.2% |
| INTC | Sell | INTEL CORP | $1,083,000 | -21.3% | 21,022 | -18.6% | 0.08% | -26.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,079,000 | +35.4% | 8,141 | +35.9% | 0.08% | +24.6% |
| BAC | Sell | BK OF AMERICA CORP | $1,045,000 | -18.2% | 23,478 | -22.0% | 0.08% | -24.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,043,000 | +14.0% | 3,412 | +2.2% | 0.08% | +6.8% |
| MDT | Sell | MEDTRONIC PLC | $1,019,000 | -21.3% | 9,851 | -4.6% | 0.08% | -26.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,010,000 | +27.2% | 4,943 | +11.7% | 0.08% | +16.9% |
| CVX | Buy | CHEVRON CORP NEW | $978,000 | +18.5% | 8,337 | +2.5% | 0.07% | +10.4% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $974,000 | +8.8% | 6,791 | -18.8% | 0.07% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $951,000 | +23.2% | 9,215 | +1.3% | 0.07% | +14.3% |
| AXP | AMERICAN EXPRESS CO | $910,000 | -2.4% | 5,565 | 0.0% | 0.07% | -9.2% | |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $917,000 | +153.3% | 8,126 | +155.1% | 0.07% | +137.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $903,000 | +10.0% | 11,168 | +0.0% | 0.07% | +1.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $862,000 | -73.3% | 4,572 | -63.2% | 0.06% | -75.3% |
| TSLA | Sell | TESLA INC | $837,000 | +20.4% | 792 | -11.6% | 0.06% | +10.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $822,000 | +17.6% | 3,331 | -1.5% | 0.06% | +8.8% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $806,000 | +26.1% | 3,860 | +4.8% | 0.06% | +17.3% |
| J | JACOBS ENGR GROUP INC | $790,000 | +5.1% | 5,675 | 0.0% | 0.06% | -1.6% | |
| TXN | Sell | TEXAS INSTRS INC | $793,000 | -4.1% | 4,210 | -2.2% | 0.06% | -10.4% |
| MVV | Sell | PROSHARES TR | $782,000 | +8.2% | 11,062 | -6.1% | 0.06% | 0.0% |
| Sell | GENERAL ELECTRIC CO | $753,000 | -63.3% | 7,966 | -59.9% | 0.06% | -65.9% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $724,000 | -78.1% | 16,894 | -73.8% | 0.06% | -79.6% |
| EMR | Sell | EMERSON ELEC CO | $719,000 | -6.6% | 7,736 | -5.4% | 0.05% | -14.3% |
| JMST | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $720,000 | -0.1% | 14,109 | 0.0% | 0.05% | -8.5% | |
| TFC | Buy | TRUIST FINL CORP | $720,000 | +3.6% | 12,300 | +3.9% | 0.05% | -5.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $714,000 | +8.0% | 6,594 | +5.0% | 0.05% | 0.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $688,000 | -15.4% | 13,677 | -5.9% | 0.05% | -21.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $687,000 | -11.7% | 13,217 | -8.3% | 0.05% | -17.5% |
| NVDA | Buy | NVIDIA CORPORATION | $694,000 | +57.0% | 2,360 | +10.6% | 0.05% | +44.4% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $675,000 | -4.8% | 30,819 | -3.5% | 0.05% | -12.1% |
| EWMC | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $680,000 | +6.6% | 7,091 | 0.0% | 0.05% | -1.9% | |
| DE | Buy | DEERE & CO | $671,000 | +2.8% | 1,958 | +0.4% | 0.05% | -3.8% |
| MCD | Sell | MCDONALDS CORP | $620,000 | -8.7% | 2,313 | -17.9% | 0.05% | -14.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $617,000 | +4.2% | 15,793 | +0.1% | 0.05% | -2.1% |
| TD | Buy | TORONTO DOMINION BK ONT | $614,000 | +18.8% | 8,010 | +2.6% | 0.05% | +9.5% |
| ORCL | Buy | ORACLE CORP | $613,000 | +3.5% | 7,028 | +3.4% | 0.05% | -4.2% |
| DON | WISDOMTREE TRus midcap divid | $600,000 | +7.0% | 13,536 | 0.0% | 0.04% | -2.2% | |
| HON | HONEYWELL INTL INC | $602,000 | -1.8% | 2,889 | 0.0% | 0.04% | -10.0% | |
| CMI | Sell | CUMMINS INC | $599,000 | -11.4% | 2,747 | -8.7% | 0.04% | -18.2% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $601,000 | +8.3% | 9,884 | 0.0% | 0.04% | 0.0% | |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $569,000 | -5.6% | 26,614 | -5.0% | 0.04% | -12.2% |
| DBEF | DBX ETF TRxtrack msci eafe | $575,000 | +4.0% | 14,642 | 0.0% | 0.04% | -4.4% | |
| IYH | ISHARES TRus hlthcare etf | $551,000 | +8.9% | 1,833 | 0.0% | 0.04% | +2.4% | |
| LOW | Sell | LOWES COS INC | $542,000 | +23.2% | 2,096 | -3.4% | 0.04% | +13.9% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $545,000 | +10.8% | 3,869 | 0.0% | 0.04% | +2.5% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $536,000 | +17.8% | 4,619 | +3.2% | 0.04% | +8.1% |
| NFLX | Buy | NETFLIX INC | $531,000 | -0.6% | 882 | +0.8% | 0.04% | -7.0% |
| AOA | ISHARES TRaggres alloc etf | $518,000 | +4.4% | 7,112 | 0.0% | 0.04% | -2.5% | |
| AME | Sell | AMETEK INC | $489,000 | +11.9% | 3,325 | -5.7% | 0.04% | +2.8% |
| XEL | Sell | XCEL ENERGY INC | $477,000 | +2.6% | 7,047 | -5.2% | 0.04% | -5.3% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $476,000 | -5.4% | 21,824 | -4.0% | 0.04% | -12.2% |
| AOM | ISHARES TRmodert alloc etf | $479,000 | +1.7% | 10,529 | 0.0% | 0.04% | -5.3% | |
| CSX | Sell | CSX CORP | $480,000 | +15.7% | 12,774 | -8.5% | 0.04% | +5.9% |
| IGIB | ISHARES TR | $448,000 | -1.3% | 7,566 | 0.0% | 0.03% | -8.1% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $446,000 | +2.8% | 12,232 | +2.1% | 0.03% | -2.9% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $450,000 | -8.4% | 29,166 | -8.2% | 0.03% | -15.0% |
| GLD | Sell | SPDR GOLD TR | $454,000 | -5.6% | 2,658 | -9.3% | 0.03% | -12.8% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $443,000 | +31.8% | 6,121 | +8.6% | 0.03% | +22.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $428,000 | +14.7% | 2,548 | +7.0% | 0.03% | +6.7% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $410,000 | -13.1% | 3,224 | +0.0% | 0.03% | -18.4% |
| CRM | Buy | SALESFORCE COM INC | $406,000 | -5.4% | 1,597 | +1.0% | 0.03% | -11.4% |
| VHT | VANGUARD WORLD FDShealth car etf | $394,000 | +7.7% | 1,480 | 0.0% | 0.03% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC | $383,000 | -16.7% | 9,795 | 0.0% | 0.03% | -21.6% | |
| AMGN | Sell | AMGEN INC | $389,000 | +4.6% | 1,727 | -1.3% | 0.03% | -3.3% |
| SCHW | SCHWAB CHARLES CORP | $378,000 | +15.6% | 4,494 | 0.0% | 0.03% | +7.4% | |
| DEO | Sell | DIAGEO PLCspon adr new | $386,000 | +10.9% | 1,755 | -2.7% | 0.03% | +3.6% |
| NVS | Sell | NOVARTIS AGsponsored adr | $389,000 | +4.0% | 4,447 | -2.7% | 0.03% | -3.3% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $338,000 | +7.3% | 1,055 | 0.0% | 0.03% | 0.0% | |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $347,000 | +984.4% | 3,506 | +972.2% | 0.03% | +766.7% |
| USB | Buy | US BANCORP DEL | $338,000 | -4.8% | 6,022 | +0.8% | 0.03% | -10.3% |
| VV | VANGUARD INDEX FDSlarge cap etf | $335,000 | +10.2% | 1,515 | 0.0% | 0.02% | 0.0% | |
| SO | Sell | SOUTHERN CO | $314,000 | +7.2% | 4,575 | -3.2% | 0.02% | 0.0% |
| IJH | ISHARES TRcore s&p mcp etf | $320,000 | +7.4% | 1,132 | 0.0% | 0.02% | 0.0% | |
| NUHY | Sell | NUSHARES ETF TResg hi tld crp | $318,000 | -26.2% | 13,042 | -25.2% | 0.02% | -31.4% |
| BA | BOEING CO | $322,000 | -8.3% | 1,597 | 0.0% | 0.02% | -17.2% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $312,000 | -71.7% | 3,075 | -71.5% | 0.02% | -73.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $308,000 | +9.6% | 1,166 | +0.3% | 0.02% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $308,000 | +2.0% | 1,248 | -17.4% | 0.02% | -8.0% |
| FDX | Buy | FEDEX CORP | $306,000 | +18.1% | 1,183 | +0.2% | 0.02% | +9.5% |
| IWM | ISHARES TRrussell 2000 etf | $302,000 | +2.0% | 1,355 | 0.0% | 0.02% | -4.2% | |
| HBI | Sell | HANESBRANDS INC | $308,000 | -8.6% | 18,448 | -6.2% | 0.02% | -14.8% |
| EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $300,000 | +2.4% | 3,581 | +0.9% | 0.02% | -4.2% |
| HPQ | Buy | HP INC | $287,000 | +46.4% | 7,616 | +6.3% | 0.02% | +37.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $292,000 | +873.3% | 5,294 | +891.4% | 0.02% | +1000.0% |
| VTRS | Sell | VIATRIS INC | $287,000 | -5.0% | 21,243 | -4.8% | 0.02% | -12.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $291,000 | -39.4% | 3,064 | -39.4% | 0.02% | -43.6% |
| RY | ROYAL BK CDA | $272,000 | +6.7% | 2,563 | 0.0% | 0.02% | 0.0% | |
| ZTS | ZOETIS INCcl a | $280,000 | +25.6% | 1,149 | 0.0% | 0.02% | +16.7% | |
| FCX | FREEPORT-MCMORAN INCcl b | $282,000 | +28.2% | 6,757 | 0.0% | 0.02% | +16.7% | |
| EL | LAUDER ESTEE COS INCcl a | $281,000 | +23.2% | 760 | 0.0% | 0.02% | +10.5% | |
| GPC | GENUINE PARTS CO | $280,000 | +15.7% | 2,000 | 0.0% | 0.02% | +5.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $271,000 | -89.9% | 763 | -90.2% | 0.02% | -90.8% |
| IDV | Sell | ISHARES TRintl sel div etf | $270,000 | -35.9% | 8,668 | -37.3% | 0.02% | -41.2% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $254,000 | +5.4% | 2,342 | +0.0% | 0.02% | -5.0% |
| SONY | SONY GROUP CORPORATIONsponsored adr | $253,000 | +14.5% | 2,000 | 0.0% | 0.02% | +5.6% | |
| AMC | Buy | AMC ENTMT HLDGS INC | $256,000 | -5.2% | 9,421 | +32.9% | 0.02% | -13.6% |
| IDXX | IDEXX LABS INC | $253,000 | +5.9% | 384 | 0.0% | 0.02% | 0.0% | |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $257,000 | +0.8% | 4,578 | 0.0% | 0.02% | -9.5% | |
| T | Sell | AT&T INC | $247,000 | -32.3% | 10,020 | -25.8% | 0.02% | -36.7% |
| MS | MORGAN STANLEY | $240,000 | +0.8% | 2,442 | 0.0% | 0.02% | -5.3% | |
| XLNX | XILINX INC | $235,000 | +39.9% | 1,110 | 0.0% | 0.02% | +28.6% | |
| GILD | Sell | GILEAD SCIENCES INC | $243,000 | -1.6% | 3,347 | -5.5% | 0.02% | -10.0% |
| CI | Sell | CIGNA CORP NEW | $243,000 | +2.1% | 1,060 | -10.8% | 0.02% | -5.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $241,000 | +22.3% | 527 | +7.6% | 0.02% | +12.5% |
| CW | CURTISS WRIGHT CORP | $236,000 | +9.8% | 1,700 | 0.0% | 0.02% | 0.0% | |
| NOW | Buy | SERVICENOW INC | $227,000 | +9.1% | 350 | +4.5% | 0.02% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $228,000 | +19.4% | 3,445 | +4.9% | 0.02% | +6.2% |
| VEEV | VEEVA SYS INC | $227,000 | -11.3% | 889 | 0.0% | 0.02% | -19.0% | |
| TIP | Buy | ISHARES TRtips bd etf | $221,000 | +198.6% | 1,709 | +196.2% | 0.02% | +183.3% |
| A | Sell | AGILENT TECHNOLOGIES INC | $219,000 | +0.9% | 1,371 | -0.6% | 0.02% | -5.6% |
| EFX | Sell | EQUIFAX INC | $208,000 | -20.9% | 710 | -31.5% | 0.02% | -23.8% |
| SMMD | ISHARES TRrusel 2500 etf | $208,000 | +3.0% | 3,139 | 0.0% | 0.02% | 0.0% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $216,000 | -20.6% | 1,976 | -19.5% | 0.02% | -27.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $209,000 | +6.1% | 2,524 | +0.1% | 0.02% | 0.0% |
| ETN | Sell | EATON CORP PLC | $206,000 | +12.6% | 1,192 | -2.8% | 0.02% | +6.7% |
| GS | GOLDMAN SACHS GROUP INC | $214,000 | +0.9% | 560 | 0.0% | 0.02% | -5.9% | |
| STT | STATE STR CORP | $209,000 | +10.0% | 2,245 | 0.0% | 0.02% | +6.7% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $200,000 | +96.1% | 3,585 | +77.1% | 0.02% | +87.5% |
| MTCH | MATCH GROUP INC NEW | $203,000 | -15.8% | 1,537 | 0.0% | 0.02% | -25.0% | |
| BFA | BROWN FORMAN CORPcl a | $193,000 | +7.8% | 2,850 | 0.0% | 0.02% | 0.0% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $205,000 | -4.2% | 2,381 | -4.4% | 0.02% | -11.8% |
| TTC | TORO CO | $200,000 | +2.6% | 2,000 | 0.0% | 0.02% | -6.2% | |
| HOG | HARLEY DAVIDSON INC | $203,000 | +3.0% | 5,375 | 0.0% | 0.02% | -6.2% | |
| CAT | CATERPILLAR INC | $198,000 | +7.6% | 957 | 0.0% | 0.02% | 0.0% | |
| CR | CRANE CO | $203,000 | +6.8% | 2,000 | 0.0% | 0.02% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $200,000 | +19.0% | 2,477 | 0.0% | 0.02% | +7.1% | |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $181,000 | -4.2% | 1,095 | -1.0% | 0.01% | -6.7% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $192,000 | +3.2% | 154 | 0.0% | 0.01% | -6.7% | |
| DUK | DUKE ENERGY CORP NEW | $189,000 | +7.4% | 1,804 | 0.0% | 0.01% | 0.0% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $189,000 | -1.6% | 8,781 | 0.0% | 0.01% | -12.5% | |
| BFB | BROWN FORMAN CORPcl b | $188,000 | +8.7% | 2,586 | 0.0% | 0.01% | 0.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $177,000 | -10.2% | 901 | -10.0% | 0.01% | -18.8% |
| ILMN | Buy | ILLUMINA INC | $171,000 | -0.6% | 449 | +5.9% | 0.01% | -7.1% |
| ASML | Sell | ASML HOLDING N V | $167,000 | +6.4% | 210 | -0.5% | 0.01% | 0.0% |
| SNOW | Sell | SNOWFLAKE INCcl a | $168,000 | +10.5% | 496 | -1.4% | 0.01% | +8.3% |
| PACW | PACWEST BANCORP DEL | $166,000 | 0.0% | 3,668 | 0.0% | 0.01% | -7.1% | |
| APTV | Sell | APTIV PLC | $166,000 | +2.5% | 1,008 | -7.3% | 0.01% | 0.0% |
| VUG | VANGUARD INDEX FDSgrowth etf | $167,000 | +10.6% | 520 | 0.0% | 0.01% | +8.3% | |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $168,000 | +11.3% | 492 | +0.8% | 0.01% | +8.3% |
| MRNA | Sell | MODERNA INC | $172,000 | -42.9% | 676 | -13.7% | 0.01% | -48.0% |
| SHOP | Sell | SHOPIFY INCcl a | $164,000 | -14.1% | 119 | -15.6% | 0.01% | -25.0% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $163,000 | +7.9% | 1,084 | 0.0% | 0.01% | 0.0% | |
| CAG | Sell | CONAGRA BRANDS INC | $156,000 | -6.0% | 4,566 | -6.8% | 0.01% | -14.3% |
| NVO | NOVO-NORDISK A Sadr | $160,000 | +16.8% | 1,429 | 0.0% | 0.01% | +9.1% | |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $165,000 | +42.2% | 1,637 | +43.5% | 0.01% | +33.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $155,000 | +109.5% | 1,853 | +86.2% | 0.01% | +100.0% |
| IAU | Sell | GOLD TRishares new | $163,000 | -3.0% | 4,681 | -7.0% | 0.01% | -14.3% |
| RGI | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $150,000 | +8.7% | 759 | 0.0% | 0.01% | 0.0% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $145,000 | -33.8% | 6,565 | -33.8% | 0.01% | -38.9% |
| ABB | ABB LTDsponsored adr | $147,000 | +14.8% | 3,840 | 0.0% | 0.01% | +10.0% | |
| MO | Sell | ALTRIA GROUP INC | $151,000 | -90.0% | 3,181 | -90.4% | 0.01% | -91.1% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $149,000 | +8.0% | 584 | +0.2% | 0.01% | 0.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $148,000 | -25.3% | 1,600 | -23.8% | 0.01% | -31.2% |
| BDX | Buy | BECTON DICKINSON & CO | $140,000 | +4.5% | 557 | +2.4% | 0.01% | 0.0% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $141,000 | +9.3% | 773 | 0.0% | 0.01% | 0.0% | |
| HYLB | Buy | DBX ETF TRxtrack usd high | $148,000 | +4833.3% | 3,710 | +5200.0% | 0.01% | – |
| EPC | EDGEWELL PERS CARE CO | $142,000 | +25.7% | 3,100 | 0.0% | 0.01% | +22.2% | |
| ENB | ENBRIDGE INC | $145,000 | -2.0% | 3,712 | 0.0% | 0.01% | -8.3% | |
| ES | EVERSOURCE ENERGY | $149,000 | +11.2% | 1,636 | 0.0% | 0.01% | 0.0% | |
| FISV | FISERV INC | $145,000 | -4.6% | 1,400 | 0.0% | 0.01% | -8.3% | |
| FUL | FULLER H B CO | $146,000 | +25.9% | 1,800 | 0.0% | 0.01% | +22.2% | |
| ICVT | Sell | ISHARES TRconv bd etf | $152,000 | -37.4% | 1,707 | -29.8% | 0.01% | -45.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $142,000 | +13.6% | 2,549 | +2.6% | 0.01% | +10.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $147,000 | -51.5% | 3,717 | -52.4% | 0.01% | -56.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $151,000 | -33.2% | 2,063 | -32.0% | 0.01% | -38.9% |
| IYF | ISHARES TRu.s. finls etf | $140,000 | +5.3% | 1,611 | 0.0% | 0.01% | 0.0% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $152,000 | +33.3% | 973 | +24.6% | 0.01% | +22.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $138,000 | +10.4% | 643 | -6.7% | 0.01% | 0.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $133,000 | -3.6% | 625 | 0.0% | 0.01% | -9.1% | |
| GM | GENERAL MTRS CO | $127,000 | +11.4% | 2,167 | 0.0% | 0.01% | +11.1% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $134,000 | -30.9% | 1,741 | -38.2% | 0.01% | -37.5% |
| BSCS | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $129,000 | -1.5% | 5,698 | 0.0% | 0.01% | -9.1% | |
| WDAY | WORKDAY INCcl a | $131,000 | +10.1% | 478 | 0.0% | 0.01% | 0.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $128,000 | -0.8% | 6,803 | 0.0% | 0.01% | -9.1% | |
| ADI | Buy | ANALOG DEVICES INC | $132,000 | +10.0% | 751 | +4.9% | 0.01% | 0.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $138,000 | +26.6% | 666 | 0.0% | 0.01% | +11.1% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $133,000 | +269.4% | 1,645 | +275.6% | 0.01% | +233.3% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $126,000 | +9.6% | 1,437 | +0.3% | 0.01% | +11.1% |
| VLO | VALERO ENERGY CORP | $132,000 | +6.5% | 1,761 | 0.0% | 0.01% | 0.0% | |
| KR | Buy | KROGER CO | $125,000 | +11.6% | 2,765 | +0.2% | 0.01% | 0.0% |
| FLO | FLOWERS FOODS INC | $124,000 | +17.0% | 4,500 | 0.0% | 0.01% | 0.0% | |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $113,000 | +8.7% | 1,639 | +0.3% | 0.01% | +12.5% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $119,000 | 0.0% | 591 | -2.6% | 0.01% | -10.0% |
| PANW | PALO ALTO NETWORKS INC | $114,000 | +16.3% | 205 | 0.0% | 0.01% | +12.5% | |
| CWB | Buy | SPDR SER TRbloomberg conv | $119,000 | -1.7% | 1,437 | +1.1% | 0.01% | -10.0% |
| JCI | JOHNSON CTLS INTL PLC | $124,000 | +19.2% | 1,527 | 0.0% | 0.01% | +12.5% | |
| C | Sell | CITIGROUP INC | $115,000 | -22.3% | 1,910 | -9.1% | 0.01% | -25.0% |
| BKNG | Sell | BOOKING HOLDINGS INC | $125,000 | -4.6% | 52 | -5.5% | 0.01% | -18.2% |
| BIV | VANGUARD BD INDEX FDSintermed term | $121,000 | -2.4% | 1,386 | 0.0% | 0.01% | -10.0% | |
| ADSK | AUTODESK INC | $119,000 | -0.8% | 422 | 0.0% | 0.01% | -10.0% | |
| VSH | VISHAY INTERTECHNOLOGY INC | $114,000 | +8.6% | 5,218 | 0.0% | 0.01% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $123,000 | +8.8% | 900 | 0.0% | 0.01% | 0.0% | |
| GRMN | Sell | GARMIN LTD | $102,000 | -13.6% | 752 | -1.2% | 0.01% | -20.0% |
| BGRN | Buy | ISHARES TRgbl green etf | $112,000 | +3.7% | 2,057 | +4.6% | 0.01% | -11.1% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $109,000 | 0.0% | 388 | 0.0% | 0.01% | -11.1% | |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $104,000 | +9.5% | 5,380 | 0.0% | 0.01% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $100,000 | +12.4% | 665 | 0.0% | 0.01% | +14.3% | |
| SCHY | New | SCHWAB STRATEGIC TRinternl divid | $109,000 | – | 4,261 | +100.0% | 0.01% | – |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $105,000 | +600.0% | 3,966 | +608.2% | 0.01% | +700.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $100,000 | +8.7% | 681 | 0.0% | 0.01% | +14.3% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $101,000 | -56.8% | 927 | -56.3% | 0.01% | -57.9% |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $109,000 | +9.0% | 2,400 | 0.0% | 0.01% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $107,000 | -14.4% | 1,131 | 0.0% | 0.01% | -20.0% | |
| QMCO | QUANTUM CORP | $107,000 | +5.9% | 19,406 | 0.0% | 0.01% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $102,000 | +5.2% | 3,900 | 0.0% | 0.01% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $101,000 | -6.5% | 628 | 0.0% | 0.01% | -11.1% | |
| FSLY | FASTLY INCcl a | $103,000 | -12.7% | 2,916 | 0.0% | 0.01% | -20.0% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $104,000 | +9.5% | 1,131 | 0.0% | 0.01% | 0.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $101,000 | +1.0% | 2,101 | -2.4% | 0.01% | 0.0% |
| ALV | AUTOLIV INC | $103,000 | +19.8% | 1,000 | 0.0% | 0.01% | +14.3% | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $90,000 | -1.1% | 2,244 | 0.0% | 0.01% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $97,000 | +10.2% | 600 | 0.0% | 0.01% | 0.0% | |
| HAIN | Sell | HAIN CELESTIAL GROUP INC | $98,000 | -4.9% | 2,300 | -4.6% | 0.01% | -12.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $95,000 | +86.3% | 663 | +32.6% | 0.01% | +75.0% |
| TXT | TEXTRON INC | $93,000 | +10.7% | 1,200 | 0.0% | 0.01% | 0.0% | |
| AVGO | Sell | BROADCOM INC | $89,000 | +20.3% | 134 | -12.4% | 0.01% | +16.7% |
| ABNB | Sell | AIRBNB INC | $88,000 | -2.2% | 526 | -2.0% | 0.01% | 0.0% |
| IGV | ISHARES TRexpanded tech | $87,000 | -1.1% | 220 | 0.0% | 0.01% | 0.0% | |
| NULC | Buy | NUSHARES ETF TResg large cap | $91,000 | +5.8% | 2,194 | +3.0% | 0.01% | 0.0% |
| BNDW | VANGUARD SCOTTSDALE FDStotal wld bd etf | $93,000 | -2.1% | 1,187 | 0.0% | 0.01% | -12.5% | |
| LBTYK | New | LIBERTY GLOBAL PLC | $90,000 | – | 3,200 | +100.0% | 0.01% | – |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $90,000 | -69.1% | 1,792 | -68.8% | 0.01% | -70.8% |
| APH | AMPHENOL CORP NEWcl a | $92,000 | +19.5% | 1,054 | 0.0% | 0.01% | +16.7% | |
| LIT | GLOBAL X FDSlithium btry etf | $98,000 | +3.2% | 1,162 | 0.0% | 0.01% | -12.5% | |
| F | Buy | FORD MTR CO DEL | $92,000 | +76.9% | 4,424 | +21.0% | 0.01% | +75.0% |
| RNG | Buy | RINGCENTRAL INCcl a | $92,000 | -4.2% | 490 | +11.4% | 0.01% | -12.5% |
| ENR | ENERGIZER HLDGS INC NEW | $88,000 | +2.3% | 2,200 | 0.0% | 0.01% | 0.0% | |
| DTN | WISDOMTREE TRus divid ex fncl | $94,000 | +8.0% | 929 | 0.0% | 0.01% | 0.0% | |
| WM | Sell | WASTE MGMT INC DEL | $80,000 | -44.1% | 479 | -50.1% | 0.01% | -50.0% |
| BK | BANK NEW YORK MELLON CORP | $73,000 | +12.3% | 1,250 | 0.0% | 0.01% | +20.0% | |
| BIF | Buy | BOULDER GROWTH & INCOME FD I | $86,000 | +8.9% | 6,018 | +0.1% | 0.01% | 0.0% |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $75,000 | +13.6% | 1,098 | 0.0% | 0.01% | +20.0% | |
| CTS | CTS CORP | $73,000 | +17.7% | 2,000 | 0.0% | 0.01% | +20.0% | |
| CHY | CALAMOS CONV & HIGH INCOME F | $84,000 | +3.7% | 5,163 | 0.0% | 0.01% | -14.3% | |
| CFR | CULLEN FROST BANKERS INC | $76,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% | |
| CHGX | Buy | ETF SER SOLUTIONSchang fin us lrg | $78,000 | +8.3% | 2,227 | +1.0% | 0.01% | 0.0% |
| EVRG | EVERGY INC | $82,000 | +9.3% | 1,199 | 0.0% | 0.01% | 0.0% | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $81,000 | -3.6% | 3,996 | 0.0% | 0.01% | -14.3% | |
| HRI | Sell | HERC HLDGS INC | $78,000 | -52.1% | 500 | -50.0% | 0.01% | -53.8% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $75,000 | +10.3% | 4,773 | +0.0% | 0.01% | 0.0% |
| IAC | IAC INTERACTIVECORP NEW | $84,000 | +1.2% | 640 | 0.0% | 0.01% | -14.3% | |
| HYLN | HYLIION HOLDINGS CORP | $84,000 | -26.3% | 13,514 | 0.0% | 0.01% | -33.3% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $75,000 | +5.6% | 1,161 | 0.0% | 0.01% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $76,000 | +8.6% | 442 | 0.0% | 0.01% | 0.0% | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $80,000 | 0.0% | 3,807 | 0.0% | 0.01% | -14.3% | |
| IBB | ISHARES TRishares biotech | $81,000 | -5.8% | 532 | 0.0% | 0.01% | -14.3% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $77,000 | +13.2% | 3,615 | +15.9% | 0.01% | 0.0% |
| KIM | KIMCO RLTY CORP | $74,000 | +19.4% | 3,000 | 0.0% | 0.01% | +20.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $85,000 | -16.7% | 2,300 | 0.0% | 0.01% | -25.0% | |
| MPC | Sell | MARATHON PETE CORP | $83,000 | -10.8% | 1,300 | -13.3% | 0.01% | -25.0% |
| POST | POST HLDGS INC | $79,000 | +2.6% | 700 | 0.0% | 0.01% | 0.0% | |
| PSA | PUBLIC STORAGE | $73,000 | +25.9% | 195 | 0.0% | 0.01% | +20.0% | |
| XHB | SPDR SER TRs&p homebuild | $86,000 | +19.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SNPS | Buy | SYNOPSYS INC | $77,000 | +28.3% | 210 | +5.0% | 0.01% | +20.0% |
| TMDX | TRANSMEDICS GROUP INC | $84,000 | -42.5% | 4,403 | 0.0% | 0.01% | -50.0% | |
| WELL | WELLTOWER INC | $86,000 | +4.9% | 1,000 | 0.0% | 0.01% | -14.3% | |
| RESP | WISDOMTREE TRus esg fund | $83,000 | +10.7% | 1,615 | 0.0% | 0.01% | 0.0% | |
| DGRW | WISDOMTREE TRus qtly div grt | $80,000 | +11.1% | 1,220 | 0.0% | 0.01% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $85,000 | +16.4% | 142 | 0.0% | 0.01% | 0.0% | |
| CNHI | CNH INDL N V | $78,000 | +18.2% | 4,000 | 0.0% | 0.01% | +20.0% | |
| CMS | CMS ENERGY CORP | $63,000 | +8.6% | 970 | 0.0% | 0.01% | 0.0% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $71,000 | +51.1% | 665 | +38.0% | 0.01% | +25.0% |
| VRSK | VERISK ANALYTICS INC | $69,000 | +15.0% | 300 | 0.0% | 0.01% | 0.0% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $67,000 | -17.3% | 757 | -24.3% | 0.01% | -28.6% |
| TMO | New | THERMO FISHER SCIENTIFIC INCcall | $67,000 | – | 100 | +100.0% | 0.01% | – |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $62,000 | 0.0% | 2,470 | 0.0% | 0.01% | 0.0% | |
| SMH | VANECK ETF TRUSTsemiconductr etf | $62,000 | +21.6% | 200 | 0.0% | 0.01% | +25.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $67,000 | +8.1% | 600 | 0.0% | 0.01% | 0.0% | |
| TV | GRUPO TELEVISA S A Bspon adr rep ord | $66,000 | -14.3% | 7,000 | 0.0% | 0.01% | -16.7% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $71,000 | -4.1% | 923 | 0.0% | 0.01% | -16.7% | |
| ON | ON SEMICONDUCTOR CORP | $68,000 | +47.8% | 1,000 | 0.0% | 0.01% | +25.0% | |
| PSX | Sell | PHILLIPS 66 | $62,000 | -73.6% | 862 | -74.4% | 0.01% | -73.7% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $68,000 | 0.0% | 1,132 | -3.7% | 0.01% | -16.7% |
| AZPN | ASPEN TECHNOLOGY INC | $60,000 | +25.0% | 393 | 0.0% | 0.01% | +25.0% | |
| RCD | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $66,000 | +8.2% | 423 | 0.0% | 0.01% | 0.0% | |
| DERMTECH INC | $71,000 | -50.7% | 4,482 | 0.0% | 0.01% | -58.3% | ||
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $68,000 | -5.6% | 586 | -8.2% | 0.01% | -16.7% |
| RMD | Sell | RESMED INC | $67,000 | -15.2% | 257 | -14.3% | 0.01% | -16.7% |
| FNV | FRANCO NEV CORP | $72,000 | +5.9% | 521 | 0.0% | 0.01% | -16.7% | |
| MMC | MARSH & MCLENNAN COS INC | $63,000 | +14.5% | 362 | 0.0% | 0.01% | +25.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $63,000 | +10.5% | 384 | 0.0% | 0.01% | 0.0% | |
| DMXF | Buy | ISHARES TResg eafe etf | $63,000 | +3.3% | 916 | +1.0% | 0.01% | 0.0% |
| COP | Sell | CONOCOPHILLIPS | $64,000 | -91.3% | 880 | -91.9% | 0.01% | -91.7% |
| LIN | Buy | LINDE PLC | $72,000 | +30.9% | 207 | +10.1% | 0.01% | +25.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $61,000 | +29.8% | 922 | +52.4% | 0.01% | +25.0% |
| AFL | Buy | AFLAC INC | $71,000 | +12.7% | 1,211 | +0.7% | 0.01% | 0.0% |
| CL | COLGATE PALMOLIVE CO | $64,000 | +12.3% | 750 | 0.0% | 0.01% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $62,000 | 0.0% | 991 | 0.0% | 0.01% | 0.0% | |
| MKSI | MKS INSTRS INC | $72,000 | +16.1% | 413 | 0.0% | 0.01% | 0.0% | |
| ALB | Buy | ALBEMARLE CORP | $68,000 | +17.2% | 293 | +11.0% | 0.01% | 0.0% |
| ERIC | ERICSSONadr b sek 10 | $69,000 | -2.8% | 6,317 | 0.0% | 0.01% | -16.7% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $71,000 | -1.4% | 3,343 | 0.0% | 0.01% | -16.7% | |
| COIN | Sell | COINBASE GLOBAL INC | $66,000 | +10.0% | 262 | -0.4% | 0.01% | 0.0% |
| SRE | SEMPRA | $66,000 | +4.8% | 500 | 0.0% | 0.01% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $72,000 | +4.3% | 1,324 | 0.0% | 0.01% | -16.7% | |
| DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $63,000 | +3.3% | 697 | 0.0% | 0.01% | 0.0% | |
| WPC | Buy | WP CAREY INC | $61,000 | +60.5% | 740 | +44.0% | 0.01% | +66.7% |
| EMNT | PIMCO ETF TRenhancd short | $52,000 | 0.0% | 521 | 0.0% | 0.00% | 0.0% | |
| NWL | Buy | NEWELL BRANDS INC | $49,000 | 0.0% | 2,229 | +0.1% | 0.00% | 0.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $52,000 | +15.6% | 801 | +0.3% | 0.00% | 0.0% |
| MU | MICRON TECHNOLOGY INC | $56,000 | +30.2% | 600 | 0.0% | 0.00% | 0.0% | |
| MSGS | MADISON SQUARE GRDN SPRT CORcl a | $52,000 | -7.1% | 300 | 0.0% | 0.00% | -20.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $49,000 | +4.3% | 256 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $59,000 | +20.4% | 610 | 0.0% | 0.00% | 0.0% | |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $53,000 | -80.3% | 865 | -76.0% | 0.00% | -81.8% |
| IYC | ISHARES TRus consum discre | $58,000 | +9.4% | 688 | 0.0% | 0.00% | 0.0% | |
| DHS | WISDOMTREE TRus high dividend | $48,000 | +6.7% | 581 | 0.0% | 0.00% | 0.0% | |
| IYJ | ISHARES TRus industrials | $54,000 | +5.9% | 476 | 0.0% | 0.00% | 0.0% | |
| IEV | ISHARES TReurope etf | $48,000 | +4.3% | 888 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $48,000 | +23.1% | 305 | 0.0% | 0.00% | +33.3% | |
| ASH | ASHLAND GLOBAL HLDGS INC | $48,000 | +20.0% | 450 | 0.0% | 0.00% | +33.3% | |
| ATO | Buy | ATMOS ENERGY CORP | $52,000 | +20.9% | 494 | +0.6% | 0.00% | 0.0% |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $55,000 | 0.0% | 413 | 0.0% | 0.00% | 0.0% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $59,000 | +3.5% | 955 | +3.9% | 0.00% | -20.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $49,000 | +2.1% | 773 | +1.3% | 0.00% | 0.0% |
| IGSB | ISHARES TR | $54,000 | -1.8% | 1,008 | 0.0% | 0.00% | 0.0% | |
| GL | Buy | GLOBE LIFE INC | $47,000 | +6.8% | 499 | +0.4% | 0.00% | 0.0% |
| IHI | ISHARES TRu.s. med dvc etf | $52,000 | +4.0% | 792 | 0.0% | 0.00% | 0.0% | |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $59,000 | – | 1,000 | +100.0% | 0.00% | – |
| HDV | ISHARES TRcore high dv etf | $49,000 | +6.5% | 487 | 0.0% | 0.00% | 0.0% | |
| TMUS | Sell | T-MOBILE US INC | $57,000 | -20.8% | 491 | -12.6% | 0.00% | -33.3% |
| SWK | STANLEY BLACK & DECKER INC | $51,000 | +6.2% | 273 | 0.0% | 0.00% | 0.0% | |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $59,000 | +9.3% | 1,445 | +11.7% | 0.00% | 0.0% |
| GLW | CORNING INC | $50,000 | +2.0% | 1,350 | 0.0% | 0.00% | 0.0% | |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $54,000 | +12.5% | 463 | +1.5% | 0.00% | 0.0% |
| KRE | SPDR SER TRs&p regl bkg | $49,000 | +4.3% | 696 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $51,000 | -3.8% | 907 | 0.0% | 0.00% | 0.0% | |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $48,000 | +9.1% | 1,334 | +10.9% | 0.00% | 0.0% |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $50,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SPGI | Sell | S&P GLOBAL INC | $48,000 | +9.1% | 101 | -1.9% | 0.00% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $52,000 | +79.3% | 364 | +65.5% | 0.00% | +100.0% |
| DOW | Buy | DOW INC | $49,000 | -2.0% | 872 | +0.1% | 0.00% | 0.0% |
| DRE | DUKE REALTY CORP | $58,000 | +38.1% | 883 | 0.0% | 0.00% | +33.3% | |
| EOG | EOG RES INC | $51,000 | +10.9% | 576 | 0.0% | 0.00% | 0.0% | |
| ARDAGH METAL PACKAGING S A | $50,000 | -9.1% | 5,500 | 0.0% | 0.00% | 0.0% | ||
| OGN | Sell | ORGANON & CO | $58,000 | -7.9% | 1,897 | -1.1% | 0.00% | -20.0% |
| EQIX | EQUINIX INC | $57,000 | +7.5% | 67 | 0.0% | 0.00% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $52,000 | +6.1% | 1,028 | 0.0% | 0.00% | 0.0% | |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $47,000 | +104.3% | 1,109 | +109.2% | 0.00% | +100.0% |
| LFUS | LITTELFUSE INC | $47,000 | +14.6% | 150 | 0.0% | 0.00% | +33.3% | |
| WDC | WESTERN DIGITAL CORP. | $36,000 | +16.1% | 548 | 0.0% | 0.00% | 0.0% | |
| CHN | CHINA FD INC | $37,000 | -28.8% | 2,031 | 0.0% | 0.00% | -25.0% | |
| WY | WEYERHAEUSER CO MTN BE | $36,000 | +16.1% | 883 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP | $42,000 | +13.5% | 682 | +0.3% | 0.00% | 0.0% |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $40,000 | -56.0% | 1,941 | -52.5% | 0.00% | -57.1% |
| WWW | Buy | WOLVERINE WORLD WIDE INC | $45,000 | -4.3% | 1,579 | +0.3% | 0.00% | -25.0% |
| XYL | XYLEM INC | $39,000 | -2.5% | 323 | 0.0% | 0.00% | 0.0% | |
| ING | ING GROEP N.V.sponsored adr | $42,000 | -2.3% | 3,000 | 0.0% | 0.00% | -25.0% | |
| CPRT | COPART INC | $35,000 | +9.4% | 231 | 0.0% | 0.00% | 0.0% | |
| NRG | Sell | NRG ENERGY INC | $37,000 | 0.0% | 857 | -4.8% | 0.00% | 0.0% |
| CTVA | Buy | CORTEVA INC | $36,000 | +12.5% | 772 | +0.1% | 0.00% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD | $36,000 | -14.3% | 1,201 | -14.3% | 0.00% | 0.0% |
| MLM | MARTIN MARIETTA MATLS INC | $46,000 | +27.8% | 104 | 0.0% | 0.00% | 0.0% | |
| SAFM | SANDERSON FARMS INC | $39,000 | +2.6% | 204 | 0.0% | 0.00% | 0.0% | |
| NPO | ENPRO INDS INC | $44,000 | +25.7% | 400 | 0.0% | 0.00% | 0.0% | |
| DVA | DAVITA INC | $36,000 | -2.7% | 316 | 0.0% | 0.00% | 0.0% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $40,000 | +11.1% | 110 | +3.8% | 0.00% | 0.0% |
| MKL | MARKEL CORP | $43,000 | +2.4% | 35 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW | $34,000 | +13.3% | 299 | 0.0% | 0.00% | +50.0% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $40,000 | -25.9% | 462 | -30.1% | 0.00% | -25.0% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $34,000 | +17.2% | 319 | 0.0% | 0.00% | +50.0% | |
| LULU | LULULEMON ATHLETICA INC | $40,000 | -2.4% | 101 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $36,000 | +24.1% | 120 | 0.0% | 0.00% | +50.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43,000 | +38.7% | 377 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORP | $36,000 | +5.9% | 1,500 | 0.0% | 0.00% | 0.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $42,000 | +5.0% | 632 | 0.0% | 0.00% | 0.0% | |
| NXST | NEXSTAR MEDIA GROUP INCcl a | $38,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $35,000 | +9.4% | 1,201 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL | $41,000 | +7.9% | 803 | 0.0% | 0.00% | 0.0% | |
| RVT | Buy | ROYCE VALUE TR INC | $38,000 | +8.6% | 1,954 | +1.8% | 0.00% | 0.0% |
| RIO | RIO TINTO PLCsponsored adr | $40,000 | 0.0% | 597 | 0.0% | 0.00% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $40,000 | -2.4% | 662 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES TRdow jones us etf | $44,000 | +10.0% | 374 | 0.0% | 0.00% | 0.0% | |
| DBB | INVESCO DB MULTI-SECTOR COMMbase metals fd | $38,000 | +8.6% | 1,700 | 0.0% | 0.00% | 0.0% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $39,000 | +18.2% | 401 | +14.2% | 0.00% | 0.0% |
| MSEX | MIDDLESEX WTR CO | $45,000 | +18.4% | 370 | 0.0% | 0.00% | 0.0% | |
| QRTEA | QURATE RETAIL INC | $35,000 | -25.5% | 4,600 | 0.0% | 0.00% | -25.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $36,000 | -7.7% | 419 | -5.6% | 0.00% | 0.0% |
| KTB | Sell | KONTOOR BRANDS INC | $35,000 | 0.0% | 685 | -3.5% | 0.00% | 0.0% |
| AIG | AMERICAN INTL GROUP INC | $40,000 | +5.3% | 700 | 0.0% | 0.00% | 0.0% | |
| AFIN | AMERICAN FIN TR INC | $46,000 | +15.0% | 5,016 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $36,000 | -12.2% | 1,006 | -8.7% | 0.00% | 0.0% |
| TRV | TRAVELERS COMPANIES INC | $46,000 | +2.2% | 297 | 0.0% | 0.00% | -25.0% | |
| EXC | Buy | EXELON CORP | $43,000 | +19.4% | 750 | +0.3% | 0.00% | 0.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $42,000 | +10.5% | 1,152 | +0.6% | 0.00% | 0.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $45,000 | -54.1% | 413 | -48.6% | 0.00% | -62.5% |
| New | KYNDRYL HLDGS INC | $41,000 | – | 2,268 | +100.0% | 0.00% | – | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $36,000 | +176.9% | 325 | +162.1% | 0.00% | +200.0% |
| AAL | AMERICAN AIRLS GROUP INC | $46,000 | -13.2% | 2,562 | 0.0% | 0.00% | -25.0% | |
| WEC | Sell | WEC ENERGY GROUP INC | $39,000 | -45.1% | 400 | -50.0% | 0.00% | -50.0% |
| CP | CANADIAN PAC RY LTD | $34,000 | +9.7% | 470 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $42,000 | +7.7% | 345 | 0.0% | 0.00% | 0.0% | |
| FOE | FERRO CORP | $44,000 | +7.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $34,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% | |
| COF | Buy | CAPITAL ONE FINL CORP | $34,000 | -10.5% | 234 | +0.4% | 0.00% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $35,000 | -18.6% | 291 | -0.3% | 0.00% | -25.0% |
| FAST | Buy | FASTENAL CO | $40,000 | +33.3% | 617 | +7.1% | 0.00% | +50.0% |
| SQ | Buy | BLOCK INCcl a | $43,000 | -25.9% | 268 | +10.3% | 0.00% | -40.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $42,000 | -6.7% | 273 | +0.4% | 0.00% | -25.0% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $33,000 | +6.5% | 182 | 0.0% | 0.00% | -33.3% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $32,000 | +10.3% | 187 | 0.0% | 0.00% | 0.0% | |
| EIS | Buy | ISHARES INCmsci israel etf | $25,000 | +92.3% | 316 | +70.8% | 0.00% | +100.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $30,000 | +15.4% | 81 | +2.5% | 0.00% | 0.0% |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $23,000 | -8.0% | 329 | 0.0% | 0.00% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $28,000 | +7.7% | 78 | +200.0% | 0.00% | 0.0% |
| TLT | New | ISHARES TR20 yr tr bd etf | $20,000 | – | 136 | +100.0% | 0.00% | – |
| HHC | HOWARD HUGHES CORP | $25,000 | +13.6% | 250 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLCspon adr new | $23,000 | +15.0% | 757 | 0.0% | 0.00% | 0.0% | |
| AOR | Buy | ISHARES TRgrwt allocat etf | $25,000 | +4.2% | 436 | +0.9% | 0.00% | 0.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $32,000 | +966.7% | 1,108 | +925.9% | 0.00% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $33,000 | +3.1% | 412 | +1.0% | 0.00% | -33.3% |
| FTV | FORTIVE CORP | $20,000 | +5.3% | 263 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $32,000 | -11.1% | 1,050 | 0.0% | 0.00% | -33.3% | |
| LKQ | LKQ CORP | $24,000 | +20.0% | 400 | 0.0% | 0.00% | 0.0% | |
| ASG | LIBERTY ALL-STAR GROWTH FD I | $24,000 | +4.3% | 2,688 | 0.0% | 0.00% | 0.0% | |
| MP | MP MATERIALS CORP | $31,000 | +40.9% | 693 | 0.0% | 0.00% | 0.0% | |
| MSCI | Buy | MSCI INC | $25,000 | +4.2% | 41 | +2.5% | 0.00% | 0.0% |
| MSGE | Sell | MADISON SQUARE GRDN ENTERTNMcl a | $21,000 | -52.3% | 300 | -50.0% | 0.00% | -50.0% |
| MFC | Sell | MANULIFE FINL CORP | $31,000 | -13.9% | 1,641 | -11.6% | 0.00% | -33.3% |
| MRO | MARATHON OIL CORP | $21,000 | +23.5% | 1,275 | 0.0% | 0.00% | +100.0% | |
| MCS | MARCUS CORP DEL | $30,000 | 0.0% | 1,700 | 0.0% | 0.00% | 0.0% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $24,000 | +26.3% | 276 | +119.0% | 0.00% | 0.0% |
| AGM | FEDERAL AGRIC MTG CORPcl c | $21,000 | +10.5% | 173 | 0.0% | 0.00% | 0.0% | |
| NEO | NEOGENOMICS INC | $22,000 | -29.0% | 650 | 0.0% | 0.00% | -33.3% | |
| NTAP | NETAPP INC | $32,000 | +3.2% | 344 | 0.0% | 0.00% | -33.3% | |
| NTES | NETEASE INCsponsored ads | $25,000 | +19.0% | 250 | 0.0% | 0.00% | 0.0% | |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $22,000 | +22.2% | 162 | +8.0% | 0.00% | +100.0% |
| NAC | NUVEEN CA QUALTY MUN INCOME | $30,000 | 0.0% | 1,900 | 0.0% | 0.00% | 0.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $29,000 | +3.6% | 1,897 | 0.0% | 0.00% | 0.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $31,000 | +3.3% | 1,791 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21,000 | +23.5% | 58 | 0.0% | 0.00% | +100.0% | |
| OMC | OMNICOM GROUP INC | $33,000 | 0.0% | 453 | 0.0% | 0.00% | -33.3% | |
| PCAR | Sell | PACCAR INC | $20,000 | -45.9% | 221 | -53.5% | 0.00% | -33.3% |
| NVST | ENVISTA HOLDINGS CORPORATION | $25,000 | +8.7% | 546 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $22,000 | -4.3% | 316 | 0.0% | 0.00% | 0.0% | |
| TOLZ | PROSHARES TRdj brkfld glb | $22,000 | +10.0% | 452 | 0.0% | 0.00% | 0.0% | |
| DUTCH BROS INCcl a | $21,000 | +16.7% | 417 | 0.0% | 0.00% | +100.0% | ||
| DKNG | Buy | DRAFTKINGS INC | $21,000 | -40.0% | 756 | +3.8% | 0.00% | -33.3% |
| New | RIVIAN AUTOMOTIVE INC | $25,000 | – | 239 | +100.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $22,000 | +15.8% | 63 | 0.0% | 0.00% | 0.0% | |
| ROKU | Sell | ROKU INC | $23,000 | -66.2% | 100 | -53.7% | 0.00% | -66.7% |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $27,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| XTL | Sell | SPDR SER TR | $25,000 | -3.8% | 243 | -9.7% | 0.00% | 0.0% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $22,000 | +10.0% | 685 | +4.7% | 0.00% | 0.0% |
| DELL | DELL TECHNOLOGIES INCcl c | $20,000 | -47.4% | 364 | 0.0% | 0.00% | -33.3% | |
| DNP | DNP SELECT INCOME FD INC | $22,000 | 0.0% | 2,040 | 0.0% | 0.00% | 0.0% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $22,000 | -24.1% | 108 | -9.2% | 0.00% | 0.0% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $28,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $31,000 | +6.9% | 559 | 0.0% | 0.00% | 0.0% | |
| CHEF | CHEFS WHSE INC | $27,000 | +3.8% | 800 | 0.0% | 0.00% | 0.0% | |
| SJM | Buy | SMUCKER J M CO | $23,000 | +15.0% | 169 | +0.6% | 0.00% | 0.0% |
| SYY | Sell | SYSCO CORP | $24,000 | -22.6% | 300 | -22.9% | 0.00% | -33.3% |
| REAL | THE REALREAL INC | $23,000 | -11.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $25,000 | +13.6% | 121 | 0.0% | 0.00% | 0.0% | |
| TOL | TOLL BROTHERS INC | $32,000 | +28.0% | 448 | 0.0% | 0.00% | 0.0% | |
| TMP | TOMPKINS FINL CORP | $21,000 | +5.0% | 251 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORPads | $31,000 | +6.9% | 165 | 0.0% | 0.00% | 0.0% | |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $29,000 | 0.0% | 753 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $31,000 | +10.7% | 119 | 0.0% | 0.00% | 0.0% | |
| BAX | Buy | BAXTER INTL INC | $32,000 | +10.3% | 374 | +3.0% | 0.00% | 0.0% |
| BMO | BANK MONTREAL QUE | $23,000 | +9.5% | 211 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $20,000 | +11.1% | 128 | 0.0% | 0.00% | +100.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $21,000 | +16.7% | 307 | 0.0% | 0.00% | +100.0% | |
| VRSN | VERISIGN INC | $29,000 | +26.1% | 113 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $31,000 | +24.0% | 139 | 0.0% | 0.00% | 0.0% | |
| AEE | AMEREN CORP | $25,000 | +8.7% | 280 | 0.0% | 0.00% | 0.0% | |
| LNT | Buy | ALLIANT ENERGY CORP | $30,000 | +500.0% | 488 | +454.5% | 0.00% | – |
| AIO | VIRTUS ALLIANZGI ARTIFICIAL | $23,000 | -8.0% | 934 | 0.0% | 0.00% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $20,000 | -16.7% | 385 | -23.2% | 0.00% | 0.0% |
| ALGN | ALIGN TECHNOLOGY INC | $21,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| HIO | WESTERN ASSET HIGH INCOME OP | $30,000 | 0.0% | 5,789 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $24,000 | +20.0% | 403 | 0.0% | 0.00% | 0.0% | |
| YUM | Buy | YUM BRANDS INC | $30,000 | +25.0% | 216 | +8.0% | 0.00% | 0.0% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $22,000 | -29.0% | 117 | 0.0% | 0.00% | -33.3% | |
| GLTR | Sell | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $22,000 | -48.8% | 249 | -50.1% | 0.00% | -50.0% |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $27,000 | +12.5% | 4,000 | 0.0% | 0.00% | 0.0% | |
| ACES | New | ALPS ETF TRclean energy | $22,000 | – | 350 | +100.0% | 0.00% | – |
| RNR | RENAISSANCERE HLDGS LTD | $21,000 | +23.5% | 125 | 0.0% | 0.00% | +100.0% | |
| TT | TRANE TECHNOLOGIES PLC | $25,000 | +19.0% | 124 | 0.0% | 0.00% | 0.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $32,000 | +10.3% | 522 | 0.0% | 0.00% | 0.0% | |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $13,000 | +8.3% | 336 | +0.9% | 0.00% | 0.0% |
| ULTA | Sell | ULTA BEAUTY INC | $7,000 | -83.3% | 16 | -86.2% | 0.00% | -66.7% |
| DFS | DISCOVER FINL SVCS | $16,000 | -5.9% | 135 | 0.0% | 0.00% | 0.0% | |
| STPZ | PIMCO ETF TR1-5 us tip idx | $15,000 | 0.0% | 279 | 0.0% | 0.00% | 0.0% | |
| UAL | Buy | UNITED AIRLS HLDGS INC | $15,000 | +7.1% | 344 | +14.7% | 0.00% | 0.0% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $7,000 | -22.2% | 161 | -18.7% | 0.00% | 0.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $13,000 | -65.8% | 240 | -71.4% | 0.00% | -66.7% |
| URI | Buy | UNITED RENTALS INC | $17,000 | +21.4% | 52 | +26.8% | 0.00% | 0.0% |
| USCI | UNITED STS COMMODITY INDEX F | $10,000 | +11.1% | 220 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $10,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| GFL | GFL ENVIRONMENTAL INC | $11,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| Buy | GXO LOGISTICS INCORPORATED | $19,000 | +46.2% | 204 | +22.2% | 0.00% | 0.0% | |
| BX | Sell | BLACKSTONE INC | $16,000 | -79.5% | 124 | -81.5% | 0.00% | -83.3% |
| BST | BLACKROCK SCIENCE & TECHNOLO | $10,000 | -9.1% | 207 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $13,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| VALE | Buy | VALE S Asponsored ads | $9,000 | +800.0% | 610 | +916.7% | 0.00% | – |
| AJG | GALLAGHER ARTHUR J & CO | $11,000 | +10.0% | 66 | 0.0% | 0.00% | 0.0% | |
| IUSB | Sell | ISHARES TRcore total usd | $7,000 | -94.9% | 132 | -94.9% | 0.00% | -90.9% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $9,000 | +12.5% | 265 | +1.5% | 0.00% | 0.0% |
| SE | SEA LTDsponsord ads | $11,000 | -31.2% | 50 | 0.0% | 0.00% | 0.0% | |
| BATRK | LIBERTY MEDIA CORP DEL | $12,000 | +9.1% | 419 | 0.0% | 0.00% | 0.0% | |
| FLEX | Buy | FLEX LTDord | $12,000 | +100.0% | 651 | +100.9% | 0.00% | – |
| PH | PARKER-HANNIFIN CORP | $8,000 | +14.3% | 26 | 0.0% | 0.00% | 0.0% | |
| NET | Sell | CLOUDFLARE INC | $9,000 | 0.0% | 67 | -18.3% | 0.00% | 0.0% |
| KDP | KEURIG DR PEPPER INC | $18,000 | +5.9% | 496 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $7,000 | -22.2% | 31 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $17,000 | -5.6% | 10 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $9,000 | +12.5% | 112 | 0.0% | 0.00% | 0.0% | |
| BYND | Buy | BEYOND MEAT INC | $12,000 | -7.7% | 177 | +39.4% | 0.00% | 0.0% |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $18,000 | – | 199 | +100.0% | 0.00% | – |
| OKTA | Sell | OKTA INCcl a | $19,000 | -17.4% | 83 | -13.5% | 0.00% | -50.0% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $17,000 | +6.2% | 79 | 0.0% | 0.00% | 0.0% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $18,000 | +5.9% | 93 | 0.0% | 0.00% | 0.0% | |
| CSM | PROSHARES TRlarge cap cre | $19,000 | +11.8% | 173 | 0.0% | 0.00% | 0.0% | |
| BBY | Buy | BEST BUY INC | $15,000 | 0.0% | 145 | +0.7% | 0.00% | 0.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $12,000 | +20.0% | 227 | +0.9% | 0.00% | 0.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $18,000 | +12.5% | 251 | 0.0% | 0.00% | 0.0% | |
| BATH & BODY WORKS INC | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | ||
| NFRA | FLEXSHARES TRstoxx globr inf | $7,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| ETV | EATON VANCE TAX-MANAGED BUYEATON | $13,000 | 0.0% | 787 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC | $8,000 | -55.6% | 265 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $14,000 | -6.7% | 264 | 0.0% | 0.00% | 0.0% | |
| GWW | GRAINGER W W INC | $12,000 | +33.3% | 23 | 0.0% | 0.00% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $11,000 | +10.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SSD | SIMPSON MFG INC | $14,000 | +27.3% | 101 | 0.0% | 0.00% | 0.0% | |
| BATRA | LIBERTY MEDIA CORP DEL | $12,000 | +9.1% | 409 | 0.0% | 0.00% | 0.0% | |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $9,000 | – | 138 | +100.0% | 0.00% | – |
| DEA | EASTERLY GOVT PPTYS INC | $9,000 | +12.5% | 404 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $18,000 | -18.2% | 235 | 0.0% | 0.00% | -50.0% | |
| AXSM | AXSOME THERAPEUTICS INC | $8,000 | +14.3% | 220 | 0.0% | 0.00% | 0.0% | |
| PCYO | PURE CYCLE CORP | $15,000 | +15.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $10,000 | +11.1% | 52 | 0.0% | 0.00% | 0.0% | |
| BWX | SPDR SER TRbloomberg intl t | $16,000 | 0.0% | 557 | 0.0% | 0.00% | 0.0% | |
| SNAP | Buy | SNAP INCcl a | $11,000 | -35.3% | 231 | +0.9% | 0.00% | 0.0% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $7,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $17,000 | +13.3% | 43 | 0.0% | 0.00% | 0.0% | |
| Buy | LUCID GROUP INC | $9,000 | +800.0% | 239 | +819.2% | 0.00% | – | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $9,000 | -95.1% | 172 | -95.0% | 0.00% | -93.3% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $10,000 | +66.7% | 120 | +20.0% | 0.00% | – |
| BTO | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FOXF | FOX FACTORY HLDG CORP | $7,000 | +16.7% | 39 | 0.0% | 0.00% | – | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $10,000 | +42.9% | 69 | +27.8% | 0.00% | 0.0% |
| ANET | Buy | ARISTA NETWORKS INC | $12,000 | +71.4% | 80 | +300.0% | 0.00% | 0.0% |
| JQUA | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $18,000 | +12.5% | 394 | 0.0% | 0.00% | 0.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $15,000 | +7.1% | 248 | 0.0% | 0.00% | 0.0% | |
| RODM | LATTICE STRATEGIES TRhartford mlt etf | $14,000 | 0.0% | 470 | 0.0% | 0.00% | 0.0% | |
| KBE | SPDR SER TRs&p bk etf | $11,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% | |
| THG | HANOVER INS GROUP INC | $15,000 | +7.1% | 111 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $12,000 | +9.1% | 197 | 0.0% | 0.00% | 0.0% | |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $18,000 | 0.0% | 1,450 | -2.9% | 0.00% | 0.0% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $8,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $7,000 | – | 174 | +100.0% | 0.00% | – |
| AWR | AMER STATES WTR CO | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $11,000 | -15.4% | 100 | 0.0% | 0.00% | 0.0% | |
| HE | Sell | HAWAIIAN ELEC INDUSTRIES | $15,000 | -21.1% | 353 | -25.7% | 0.00% | -50.0% |
| QS | Sell | QUANTUMSCAPE CORP | $9,000 | -10.0% | 417 | -0.5% | 0.00% | 0.0% |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $13,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $9,000 | – | 62 | +100.0% | 0.00% | – |
| STIP | ISHARES TR0-5 yr tips etf | $10,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $19,000 | 0.0% | 588 | 0.0% | 0.00% | -50.0% | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $16,000 | -5.9% | 742 | 0.0% | 0.00% | 0.0% | |
| DPZ | DOMINOS PIZZA INC | $18,000 | +20.0% | 31 | 0.0% | 0.00% | 0.0% | |
| VIACA | VIACOMCBS INCcl a | $17,000 | -19.0% | 500 | 0.0% | 0.00% | -50.0% | |
| OGE | OGE ENERGY CORP | $13,000 | +18.2% | 330 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $8,000 | -38.5% | 50 | 0.0% | 0.00% | 0.0% | |
| SU | Sell | SUNCOR ENERGY INC NEW | $8,000 | -27.3% | 300 | -42.3% | 0.00% | 0.0% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $10,000 | – | 154 | +100.0% | 0.00% | – |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $10,000 | +11.1% | 85 | 0.0% | 0.00% | 0.0% | |
| IPO | RENAISSANCE CAP GREENWICH FDipo etf | $17,000 | -5.6% | 286 | 0.0% | 0.00% | 0.0% | |
| VPG | VISHAY PRECISION GROUP INC | $18,000 | +5.9% | 482 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD | $8,000 | -20.0% | 51 | 0.0% | 0.00% | 0.0% | |
| VMW | New | VMWARE INC | $18,000 | – | 159 | +100.0% | 0.00% | – |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $7,000 | -36.4% | 439 | -39.4% | 0.00% | 0.0% |
| NIO | Buy | NIO INCspon ads | $13,000 | -7.1% | 404 | +5.8% | 0.00% | 0.0% |
| VMC | VULCAN MATLS CO | $11,000 | +22.2% | 53 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $9,000 | +12.5% | 80 | 0.0% | 0.00% | 0.0% | |
| HSY | Buy | HERSHEY CO | $17,000 | +30.8% | 88 | +18.9% | 0.00% | 0.0% |
| WAB | Sell | WABTEC | $18,000 | -70.5% | 200 | -71.8% | 0.00% | -80.0% |
| GNL | GLOBAL NET LEASE INC | $14,000 | -6.7% | 908 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $10,000 | +11.1% | 332 | 0.0% | 0.00% | 0.0% | |
| New | ALLBIRDS INC | $8,000 | – | 500 | +100.0% | 0.00% | – | |
| IIIV | I3 VERTICALS INC | $11,000 | -8.3% | 500 | 0.0% | 0.00% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $13,000 | +8.3% | 290 | 0.0% | 0.00% | 0.0% | |
| DISH | DISH NETWORK CORPORATIONcl a | $16,000 | -27.3% | 500 | 0.0% | 0.00% | -50.0% | |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $10,000 | +150.0% | 129 | +303.1% | 0.00% | – |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $7,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| NEWR | NEW RELIC INC | $12,000 | +50.0% | 110 | 0.0% | 0.00% | 0.0% | |
| TDOC | Buy | TELADOC HEALTH INC | $8,000 | +60.0% | 91 | +122.0% | 0.00% | – |
| TDY | TELEDYNE TECHNOLOGIES INC | $14,000 | +7.7% | 31 | 0.0% | 0.00% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $8,000 | +33.3% | 269 | +12.6% | 0.00% | – |
| TEX | TEREX CORP NEW | $12,000 | +9.1% | 271 | 0.0% | 0.00% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC DEL | $13,000 | 0.0% | 788 | +0.4% | 0.00% | 0.0% |
| RIOT | RIOT BLOCKCHAIN INC | $14,000 | -12.5% | 621 | 0.0% | 0.00% | 0.0% | |
| XVV | New | ISHARES TResg scrnd s&p500 | $11,000 | – | 300 | +100.0% | 0.00% | – |
| EWL | Sell | ISHARES INCmsci switzerland | $16,000 | -33.3% | 300 | -42.1% | 0.00% | -50.0% |
| CME | CME GROUP INC | $8,000 | +14.3% | 37 | 0.0% | 0.00% | 0.0% | |
| SDGR | SCHRODINGER INC | $7,000 | -36.4% | 200 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $13,000 | +30.0% | 142 | 0.0% | 0.00% | 0.0% | |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| New | FIDELITY COVINGTON TRUSTelec vehs & futr | $9,000 | – | 335 | +100.0% | 0.00% | – | |
| New | WOLFSPEED INC | $9,000 | – | 79 | +100.0% | 0.00% | – | |
| HDEF | DBX ETF TRxtrack msci eafe | $8,000 | +14.3% | 318 | 0.0% | 0.00% | 0.0% | |
| ITB | New | ISHARES TRus home cons etf | $11,000 | – | 128 | +100.0% | 0.00% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $11,000 | +83.3% | 58 | +38.1% | 0.00% | – |
| GLDM | WORLD GOLD TRspdr gld minis | $10,000 | +11.1% | 525 | 0.0% | 0.00% | 0.0% | |
| WYNN | WYNN RESORTS LTD | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XPO | New | XPO LOGISTICS INC | $9,000 | – | 118 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP | $12,000 | +300.0% | 287 | +229.9% | 0.00% | – |
| AI | C3 AI INCcl a | $19,000 | -32.1% | 600 | 0.0% | 0.00% | -50.0% | |
| LDOS | LEIDOS HOLDINGS INC | $17,000 | -10.5% | 193 | 0.0% | 0.00% | -50.0% | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $12,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $14,000 | -12.5% | 276 | 0.0% | 0.00% | 0.0% | |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $15,000 | +50.0% | 134 | +48.9% | 0.00% | 0.0% |
| ZG | Sell | ZILLOW GROUP INCcl a | $14,000 | -51.7% | 220 | -32.9% | 0.00% | -50.0% |
| USHY | ISHARES TRbroad usd high | $7,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| OFC | CORPORATE OFFICE PPTYS TRsh ben int | $14,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $19,000 | -5.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| MTB | New | M & T BK CORP | $14,000 | – | 89 | +100.0% | 0.00% | – |
| PSJ | INVESCO EXCHANGE TRADED FD Tdynmc software | $11,000 | -15.4% | 87 | 0.0% | 0.00% | 0.0% | |
| BURL | BURLINGTON STORES INC | $8,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| IFRA | ISHARES TRus infrastruc | $14,000 | +16.7% | 365 | 0.0% | 0.00% | 0.0% | |
| ADNT | ADIENT PLC | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – | |
| ECPG | ENCORE CAP GROUP INC | $15,000 | +25.0% | 242 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $19,000 | 0.0% | 429 | 0.0% | 0.00% | -50.0% | |
| COO | COOPER COS INC | $17,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SHV | ISHARES TRshort treas bd | $7,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $10,000 | +11.1% | 465 | 0.0% | 0.00% | 0.0% | |
| JHG | Buy | JANUS HENDERSON GROUP PLC | $10,000 | 0.0% | 239 | +0.4% | 0.00% | 0.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $16,000 | -5.9% | 521 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $17,000 | -5.6% | 458 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $14,000 | -17.6% | 345 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $15,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $8,000 | -20.0% | 31 | 0.0% | 0.00% | 0.0% | |
| INGR | INGREDION INC | $15,000 | +15.4% | 151 | 0.0% | 0.00% | 0.0% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | $16,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $15,000 | 0.0% | 7,310 | 0.0% | 0.00% | 0.0% | |
| UGI | UGI CORP NEW | $7,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $9,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| HTRB | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| VSTM | New | VERASTEM INC | $3,000 | – | 1,450 | +100.0% | 0.00% | – |
| JKHY | HENRY JACK & ASSOC INC | $4,000 | +33.3% | 21 | 0.0% | 0.00% | – | |
| VRTV | New | VERITIV CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| IWV | New | ISHARES TRrussell 3000 etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VICTORIAS SECRET AND CO | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – | ||
| BBIG | VINCO VENTURES INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| VIR | New | VIR BIOTECHNOLOGY INC | $5,000 | – | 114 | +100.0% | 0.00% | – |
| EELV | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| EWY | ISHARES INCmsci sth kor etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VNT | Sell | VONTIER CORPORATION | $1,000 | -66.7% | 38 | -63.5% | 0.00% | – |
| ADS | ALLIANCE DATA SYSTEMS CORP | $3,000 | -25.0% | 40 | 0.0% | 0.00% | – | |
| FN | Exit | FABRINET | $0 | – | -200 | -100.0% | 0.00% | – |
| WARBY PARKER INC | $0 | – | 5 | 0.0% | 0.00% | – | ||
| IONS | IONIS PHARMACEUTICALS INC | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| WSO | New | WATSCO INC | $4,000 | – | 14 | +100.0% | 0.00% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $3,000 | +50.0% | 10 | +66.7% | 0.00% | – |
| WIW | New | WESTERN AST INFL LKD OPP & I | $0 | – | 10 | +100.0% | 0.00% | – |
| WRN | WESTERN COPPER & GOLD CORP | $0 | – | 230 | 0.0% | 0.00% | – | |
| IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $1,000 | – | 40 | 0.0% | 0.00% | – | |
| WVVI | WILLAMETTE VY VINEYARD INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | – | |
| WMB | Buy | WILLIAMS COS INC | $4,000 | 0.0% | 172 | +1.8% | 0.00% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $4,000 | – | 48 | +100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $1,000 | 0.0% | 32 | +3.2% | 0.00% | – |
| HUBB | New | HUBBELL INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ATRS | Exit | ANTARES PHARMA INC | $0 | – | -450 | -100.0% | 0.00% | – |
| DGRS | WISDOMTREE TRus s cap qty div | $4,000 | +33.3% | 77 | 0.0% | 0.00% | – | |
| GTIM | Exit | GOOD TIMES RESTAURANTS INC | $0 | – | -400 | -100.0% | 0.00% | – |
| IAA | IAA INC | $4,000 | -20.0% | 87 | 0.0% | 0.00% | – | |
| APD | New | AIR PRODS & CHEMS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WKHS | Buy | WORKHORSE GROUP INC | $2,000 | -33.3% | 428 | +30.5% | 0.00% | – |
| AEVA | AEVA TECHNOLOGIES INC | $5,000 | 0.0% | 675 | 0.0% | 0.00% | – | |
| AMG | AFFILIATED MANAGERS GROUP IN | $0 | – | 2 | 0.0% | 0.00% | – | |
| ITT | ITT INC | $4,000 | +33.3% | 38 | 0.0% | 0.00% | – | |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $3,000 | -25.0% | 53 | +6.0% | 0.00% | – |
| AEG | AEGON N V | $0 | – | 8 | 0.0% | 0.00% | – | |
| ZS | New | ZSCALER INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA CORP | $1,000 | – | 1,700 | +100.0% | 0.00% | – |
| ZNGA | ZYNGA INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| IBN | New | ICICI BANK LIMITEDadr | $1,000 | – | 46 | +100.0% | 0.00% | – |
| BAMR | Sell | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $6,000 | -14.3% | 93 | -28.5% | 0.00% | -100.0% |
| ACASTI PHARMA INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | ||
| IRBT | IROBOT CORP | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| New | IONQ INC | $1,000 | – | 30 | +100.0% | 0.00% | – | |
| ARKX | ARK ETF TRark space expl | $5,000 | 0.0% | 239 | 0.0% | 0.00% | – | |
| LKCO | LUOKUNG TECHNOLOGY CORP | $0 | -100.0% | 802 | 0.0% | 0.00% | – | |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $2,000 | -75.0% | 100 | -64.4% | 0.00% | -100.0% |
| PRSRW | PROSPECTOR CAPITAL CORP*w exp 01/01/202 | $0 | – | 33 | 0.0% | 0.00% | – | |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $6,000 | -14.3% | 162 | 0.0% | 0.00% | -100.0% | |
| Buy | ROCKLEY PHOTONICS HOLDINGS Lordinary shares | $2,000 | -50.0% | 526 | +1.0% | 0.00% | – | |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -27 | -100.0% | 0.00% | – |
| OGS | ONE GAS INC | $6,000 | +20.0% | 83 | 0.0% | 0.00% | – | |
| FLT | FLEETCOR TECHNOLOGIES INC | $4,000 | -20.0% | 20 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $0 | – | 139 | 0.0% | 0.00% | – | ||
| LBRDA | Sell | LIBERTY BROADBAND CORP | $4,000 | -88.2% | 24 | -87.9% | 0.00% | -100.0% |
| OTLK | New | OUTLOOK THERAPEUTICS INC | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $3,000 | – | 260 | +100.0% | 0.00% | – |
| EPZM | EPIZYME INC | $1,000 | -66.7% | 500 | 0.0% | 0.00% | – | |
| COPX | Exit | GLOBAL X FDSglobal x copper | $0 | – | -125 | -100.0% | 0.00% | – |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $4,000 | -20.0% | 190 | 0.0% | 0.00% | – | |
| CREE | Exit | CREE INC | $0 | – | -79 | -100.0% | 0.00% | – |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $0 | -100.0% | 22 | -91.4% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
| PTON | Sell | PELOTON INTERACTIVE INC | $3,000 | -76.9% | 76 | -49.3% | 0.00% | -100.0% |
| EDR | ENDEAVOR GROUP HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LVS | Sell | LAS VEGAS SANDS CORP | $2,000 | -71.4% | 65 | -66.7% | 0.00% | -100.0% |
| New | EMBARK TECHNOLOGY INC | $4,000 | – | 504 | +100.0% | 0.00% | – | |
| EMN | New | EASTMAN CHEM CO | $6,000 | – | 49 | +100.0% | 0.00% | – |
| PSY | New | ETF SER SOLUTIONSdefiance next | $0 | – | 20 | +100.0% | 0.00% | – |
| CGEN | Exit | COMPUGEN LTDord | $0 | – | -128 | -100.0% | 0.00% | – |
| LSF | Exit | LAIRD SUPERFOOD INC | $0 | – | -100 | -100.0% | 0.00% | – |
| LRCX | Sell | LAM RESEARCH CORP | $3,000 | -57.1% | 4 | -69.2% | 0.00% | -100.0% |
| EMX | EMX RTY CORP | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | – | |
| PROG | New | PROGENITY INC | $0 | – | 30 | +100.0% | 0.00% | – |
| SPXU | PROSHARES TRultrapro short s | $2,000 | -33.3% | 165 | 0.0% | 0.00% | – | |
| TBT | Sell | PROSHARES TR | $6,000 | -25.0% | 339 | -21.0% | 0.00% | -100.0% |
| New | PROSHARES TRbitcoin strate | $4,000 | – | 125 | +100.0% | 0.00% | – | |
| EET | PROSHARES TRmsci emrg etf | $6,000 | -14.3% | 75 | 0.0% | 0.00% | -100.0% | |
| UPRO | PROSHARES TRultrpro s&p500 | $0 | – | 1 | 0.0% | 0.00% | – | |
| DVAX | Exit | DYNAVAX TECHNOLOGIES CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| IVOL | KRANESHARES TRquadrtc int rt | $1,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| KGC | KINROSS GOLD CORP | $2,000 | 0.0% | 301 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $6,000 | 0.0% | 248 | 0.0% | 0.00% | – | |
| RAD | RITE AID CORP | $0 | – | 15 | 0.0% | 0.00% | – | |
| RKT | ROCKET COS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| Buy | ROCKET LAB USA INC | $1,000 | -50.0% | 110 | +10.0% | 0.00% | – | |
| SEEL | Exit | SEELOS THERAPEUTICS INC | $0 | – | -345 | -100.0% | 0.00% | – |
| JNUG | DIREXION SHS ETF TRdaily jr gld min | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| NUGT | DIREXION SHS ETF TRdly gold indx 2x | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
| RGT | Buy | ROYCE GLOBAL VALUE TR INC | $2,000 | 0.0% | 139 | +11.2% | 0.00% | – |
| FRSX | FORESIGHT AUTONOMOUS HLDGS Lsponsored ads | $0 | – | 100 | 0.0% | 0.00% | – | |
| JHMM | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| DLR | New | DIGITAL RLTY TR INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| ANIP | Exit | ANI PHARMACEUTICALS INC | $0 | – | -13 | -100.0% | 0.00% | – |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| DXCM | New | DEXCOM INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
| DM | DESKTOP METAL INC | $1,000 | 0.0% | 106 | 0.0% | 0.00% | – | |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $0 | – | 3 | +100.0% | 0.00% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $3,000 | – | 54 | +100.0% | 0.00% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $3,000 | -70.0% | 75 | -69.4% | 0.00% | -100.0% |
| NGAB | Exit | NORTHERN GENESIS ACQUISITION | $0 | – | -504 | -100.0% | 0.00% | – |
| SRLN | SSGA ACTIVE ETF TRblackstone senr | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DECK | New | DECKERS OUTDOOR CORP | $4,000 | – | 12 | +100.0% | 0.00% | – |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| New | FRANKLIN BSP RLTY TR INC | $5,000 | – | 328 | +100.0% | 0.00% | – | |
| DRI | Buy | DARDEN RESTAURANTS INC | $6,000 | +50.0% | 38 | +46.2% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $6,000 | 0.0% | 183 | 0.0% | 0.00% | – | |
| ITUB | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,000 | 0.0% | 219 | 0.0% | 0.00% | – | |
| SD | SANDRIDGE ENERGY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HAUZ | DBX ETF TRxtrack intl real | $4,000 | 0.0% | 159 | 0.0% | 0.00% | – | |
| DIDI | DIDI GLOBAL INCsponsored ads | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| GDP | Exit | GOODRICH PETE CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| CVET | COVETRUS INC | $6,000 | +20.0% | 283 | 0.0% | 0.00% | – | |
| FUBO | New | FUBOTV INC | $1,000 | – | 94 | +100.0% | 0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -525 | -100.0% | 0.00% | – |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| CLR | CONTINENTAL RES INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| IDRV | ISHARES TRself drivng ev | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| CMPS | Buy | COMPASS PATHWAYS PLCsponsored ads | $6,000 | -25.0% | 280 | +1.4% | 0.00% | -100.0% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $5,000 | -98.2% | 89 | -98.2% | 0.00% | -100.0% |
| SGEN | SEAGEN INC | $6,000 | -14.3% | 41 | 0.0% | 0.00% | -100.0% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $5,000 | -54.5% | 60 | -59.5% | 0.00% | -100.0% |
| CGNX | COGNEX CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CLX | CLOROX CO DEL | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| PICK | ISHARES INCmsci gbl etf new | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CVR | New | CHICAGO RIVET & MACH CO | $0 | – | 2 | +100.0% | 0.00% | – |
| GME | Sell | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 6 | -14.3% | 0.00% | – |
| CC | CHEMOURS CO | $4,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC | $1,000 | 0.0% | 144 | 0.0% | 0.00% | – | |
| SKLZ | SKILLZ INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| GKOS | GLAUKOS CORP | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
| CGNT | Exit | COGNYTE SOFTWARE LTD | $0 | – | -62 | -100.0% | 0.00% | – |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| XPL | SOLITARIO ZINC CORP | $0 | – | 406 | 0.0% | 0.00% | – | |
| SAH | SONIC AUTOMOTIVE INCcl a | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $0 | – | 7 | -69.6% | 0.00% | – |
| CHX | CHAMPIONX CORPORATION | $5,000 | -16.7% | 246 | 0.0% | 0.00% | – | |
| CASY | CASEYS GEN STORES INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| SPPI | SPECTRUM PHARMACEUTICALS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| SPT | New | SPROUT SOCIAL INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
| VLUE | ISHARES TRmsci usa value | $4,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $2,000 | -33.3% | 122 | 0.0% | 0.00% | – | |
| SCL | STEPAN CO | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| CSII | CARDIOVASCULAR SYS INC DEL | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| New | SYLVAMO CORP | $0 | – | 9 | +100.0% | 0.00% | – | |
| INDA | New | ISHARES TRmsci india etf | $5,000 | – | 109 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| TALK | TALKSPACE INC | $1,000 | 0.0% | 325 | 0.0% | 0.00% | – | |
| TPR | TAPESTRY INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $5,000 | -16.7% | 175 | 0.0% | 0.00% | – | |
| THC | TENET HEALTHCARE CORP | $5,000 | +25.0% | 57 | 0.0% | 0.00% | – | |
| SLV | Buy | ISHARES SILVER TRishares | $6,000 | +500.0% | 295 | +555.6% | 0.00% | – |
| CPE | CALLON PETE CO DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| URA | New | GLOBAL X FDSglobal x uranium | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
| ZIOP | Exit | ZIOPHARM ONCOLOGY INC | $0 | – | -300 | -100.0% | 0.00% | – |
| TRI | THOMSON REUTERS CORP. | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $0 | – | 1 | 0.0% | 0.00% | – | |
| TLRY | Buy | TILRAY INC | $5,000 | – | 752 | +1988.9% | 0.00% | – |
| TMDI | TITAN MED INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| HAS | Exit | HASBRO INC | $0 | – | -68 | -100.0% | 0.00% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $1,000 | -87.5% | 29 | -82.3% | 0.00% | -100.0% |
| QLD | Exit | PROSHARES TR | $0 | – | -100 | -100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| TSP | New | TUSIMPLE HLDGS INCcl a | $0 | – | 7 | +100.0% | 0.00% | – |
| TWTR | TWITTER INC | $3,000 | -25.0% | 60 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $6,000 | +20.0% | 67 | 0.0% | 0.00% | – | |
| UBER | New | UBER TECHNOLOGIES INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $5,000 | 0.0% | 230 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
| UG | Buy | UNITED GUARDIAN INC | $3,000 | 0.0% | 201 | +4.1% | 0.00% | – |
| APRN | BLUE APRON HLDGS INCcl a new | $1,000 | 0.0% | 156 | 0.0% | 0.00% | – | |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -50 | -100.0% | 0.00% | – |
| UNIT | UNITI GROUP INC | $0 | – | 22 | 0.0% | 0.00% | – | |
| U | New | UNITY SOFTWARE INC | $6,000 | – | 42 | +100.0% | 0.00% | – |
| BB | BLACKBERRY LTD | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| VVV | VALVOLINE INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| BNGO | New | BIONANO GENOMICS INC | $1,000 | – | 375 | +100.0% | 0.00% | – |
| GDDY | GODADDY INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| MOO | VANECK ETF TRUSTagribusiness etf | $0 | – | 4 | 0.0% | 0.00% | – | |
| IDX | New | VANECK ETF TRUSTindonesia index | $5,000 | – | 253 | +100.0% | 0.00% | – |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $6,000 | 0.0% | 197 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $0 | – | 21 | 0.0% | 0.00% | – | |
| USRT | ISHARES TRcre u s reit etf | $5,000 | +25.0% | 75 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $4,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| BLI | BERKELEY LTS INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| IQDF | Exit | FLEXSHARES TRintl qltdv idx | $0 | – | -200 | -100.0% | 0.00% | – |
| GOLD | Sell | BARRICK GOLD CORP | $2,000 | -66.7% | 106 | -69.7% | 0.00% | – |
| JO | New | BARCLAYS BANK PLCetn lkd 48 | $5,000 | – | 88 | +100.0% | 0.00% | – |
| JJC | BARCLAYS BANK PLCetn lkd 48 | $4,000 | 0.0% | 180 | 0.0% | 0.00% | – | |
| TTNP | Exit | TITAN PHARMACEUTICALS INC DE | $0 | – | -2 | -100.0% | 0.00% | – |
| BIDU | Sell | BAIDU INCspon adr rep a | $2,000 | -66.7% | 12 | -68.4% | 0.00% | – |
| BP | BP PLCsponsored adr | $4,000 | 0.0% | 164 | 0.0% | 0.00% | – | |
| BBL | BHP GROUP PLCsponsored adr | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
| GRWG | Sell | GROWGENERATION CORP | $3,000 | -75.0% | 254 | -47.5% | 0.00% | -100.0% |
| CAR | AVIS BUDGET GROUP | $4,000 | +100.0% | 17 | 0.0% | 0.00% | – | |
| NCR | Exit | NCR CORP NEW | $0 | – | -17 | -100.0% | 0.00% | – |
| HAL | HALLIBURTON CO | $2,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| ATHM | AUTOHOME INCsp ads rp cl a | $3,000 | -40.0% | 107 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| VTR | Buy | VENTAS INC | $6,000 | 0.0% | 115 | +0.9% | 0.00% | – |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
| IJS | New | ISHARES TRsp smcp600vl etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AM | ANTERO MIDSTREAM CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $0 | – | 20 | 0.0% | 0.00% | – | |
| AMRS | AMYRIS INC | $0 | – | 27 | 0.0% | 0.00% | – | |
| Buy | REE AUTOMOTIVE LTD | $4,000 | +33.3% | 709 | +1.3% | 0.00% | – | |
| MYRG | New | MYR GROUP INC DEL | $2,000 | – | 18 | +100.0% | 0.00% | – |
| MIDD | MIDDLEBY CORP | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – | |
| MNMD | Sell | MIND MEDICINE MINDMED INC | $0 | -100.0% | 160 | -44.8% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE COcl b | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| MDB | New | MONGODB INCcl a | $3,000 | – | 6 | +100.0% | 0.00% | – |
| LYFT | LYFT INC | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – | |
| LAZR | Sell | LUMINAR TECHNOLOGIES INC | $0 | -100.0% | 10 | -75.6% | 0.00% | – |
| SSYS | STRATASYS LTD | $0 | – | 1 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| TX | Exit | TERNIUM SAsponsored ads | $0 | – | -200 | -100.0% | 0.00% | – |
| NYCB | NEW YORK CMNTY BANCORP INC | $6,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| New | LOYALTY VENTURES INC | $0 | – | 16 | +100.0% | 0.00% | – | |
| FMC | FMC CORP | $6,000 | +20.0% | 51 | 0.0% | 0.00% | – | |
| EXR | EXTRA SPACE STORAGE INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $1,000 | 0.0% | 135 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| FTXR | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $4,000 | +33.3% | 106 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EXPE | Sell | EXPEDIA GROUP INC | $1,000 | -87.5% | 4 | -91.7% | 0.00% | -100.0% |
| NVVE | NUVVE HOLDING CORP | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NUV | NUVEEN MUN VALUE FD INC | $6,000 | -14.3% | 600 | 0.0% | 0.00% | -100.0% | |
| FSR | FISKER INC | $1,000 | – | 32 | 0.0% | 0.00% | – | |
| ZEV | Buy | LIGHTNING EMOTORS INC | $3,000 | 0.0% | 516 | +72.0% | 0.00% | – |
| OTLY | OATLY GROUP ABsponsored ads | $1,000 | -66.7% | 173 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $6,000 | 0.0% | 204 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 23 | 0.0% | 0.00% | – | |
| OCGN | New | OCUGEN INC | $3,000 | – | 600 | +100.0% | 0.00% | – |
| STNE | STONECO LTD | $5,000 | -50.0% | 300 | 0.0% | 0.00% | -100.0% | |
| VVPR | VIVOPOWER INTERNATIONAL PLC | $0 | – | 50 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $6,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| XP | New | XP INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| ALC | ALCON AG | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| AMLP | ALPS ETF TRalerian mlp | $3,000 | 0.0% | 83 | 0.0% | 0.00% | – | |
| IP | New | INTERNATIONAL PAPER CO | $5,000 | – | 100 | +100.0% | 0.00% | – |
| TEL | Sell | TE CONNECTIVITY LTD | $4,000 | -55.6% | 25 | -59.7% | 0.00% | -100.0% |
| INVZ | INNOVIZ TECHNOLOGIES LTD | $5,000 | +25.0% | 772 | 0.0% | 0.00% | – | |
| KMDA | New | KAMADA LTD | $1,000 | – | 119 | +100.0% | 0.00% | – |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $4,000 | +33.3% | 60 | 0.0% | 0.00% | – | |
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -100 | -100.0% | 0.00% | – |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $4,000 | +33.3% | 59 | 0.0% | 0.00% | – | |
| Buy | MICRO FOCUS INTL PLCspon adr new | $2,000 | +100.0% | 314 | +20.3% | 0.00% | – | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $4,000 | +33.3% | 20 | 0.0% | 0.00% | – | |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -22 | -100.0% | -0.00% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -70 | -100.0% | -0.00% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -293 | -100.0% | -0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -210 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -400 | -100.0% | -0.00% | – |
| NTRA | Exit | NATERA INC | $0 | – | -144 | -100.0% | -0.00% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -231 | -100.0% | -0.00% | – |
| NIB | Exit | BARCLAYS BANK PLCetn djubscoco 38 | $0 | – | -338 | -100.0% | -0.00% | – |
| DNLI | Exit | DENALI THERAPEUTICS INC | $0 | – | -165 | -100.0% | -0.00% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| EWN | Exit | ISHARES INCmsci netherl etf | $0 | – | -223 | -100.0% | -0.00% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -42 | -100.0% | -0.00% | – |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -500 | -100.0% | -0.00% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -57 | -100.0% | -0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -196 | -100.0% | -0.00% | – |
| KSA | Exit | ISHARES TRmsci saudi arbia | $0 | – | -242 | -100.0% | -0.00% | – |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -3,078 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -342 | -100.0% | -0.00% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -875 | -100.0% | -0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -150 | -100.0% | -0.00% | – |
| PNM | Exit | PNM RES INC | $0 | – | -400 | -100.0% | -0.00% | – |
| MITO | Exit | STEALTH BIOTHERAPEUTICS CORPsponsored ads | $0 | – | -14,714 | -100.0% | -0.00% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -350 | -100.0% | -0.00% | – |
| VMEO | Exit | VIMEO INC | $0 | – | -1,143 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP | $0 | – | -1,000 | -100.0% | -0.01% | – |
| RAVN | Exit | RAVEN INDS INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -930 | -100.0% | -0.01% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -2,297 | -100.0% | -0.03% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -63,201 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.