Merit Financial Group, LLC - Q1 2023 holdings

$2.75 Billion is the total value of Merit Financial Group, LLC's 638 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 24.4% .

 Value Shares↓ Weighting
SCHD BuySCHWAB STRATEGIC TRus dividend eq$242,947,194
-0.7%
3,320,765
+2.5%
8.83%
-0.2%
VOO BuyVANGUARD INDEX FDS$230,174,459
+91.3%
612,052
+78.7%
8.37%
+92.3%
VUG SellVANGUARD INDEX FDSgrowth etf$199,384,247
+4.5%
799,327
-10.7%
7.25%
+5.1%
UPS SellUNITED PARCEL SERVICE INCcl b$157,024,369
+7.9%
809,446
-3.3%
5.71%
+8.4%
VGSH BuyVANGUARD SCOTTSDALE FDSshort term treas$87,295,359
+9708.5%
1,491,209
+9588.2%
3.17%
+9818.8%
AAPL SellAPPLE INC$72,297,139
+11.7%
438,430
-12.0%
2.63%
+12.3%
SPSM BuySPDR SER TRportfolio s&p600$66,088,331
+19.3%
1,749,757
+16.8%
2.40%
+19.9%
BIV BuyVANGUARD BD INDEX FDSintermed term$59,327,617
+10.4%
773,099
+6.9%
2.16%
+11.0%
IVV BuyISHARES TRcore s&p500 etf$56,972,785
+14.7%
138,593
+7.2%
2.07%
+15.2%
VTI SellVANGUARD INDEX FDStotal stk mkt$50,224,546
-66.6%
246,078
-68.7%
1.83%
-66.4%
MSFT BuyMICROSOFT CORP$42,199,323
+24.0%
146,373
+3.1%
1.53%
+24.6%
SPY SellSPDR S&P 500 ETF TRtr unit$37,777,515
+4.5%
92,278
-2.4%
1.37%
+5.1%
SPLG BuySPDR SER TRportfolio s&p500$28,729,298
+38.7%
596,662
+29.6%
1.04%
+39.5%
SPYG SellSPDR SER TRprtflo s&p500 gw$23,160,299
-5.7%
418,358
-13.7%
0.84%
-5.3%
QUAL BuyISHARES TRmsci usa qlt fct$22,043,329
+283.4%
177,676
+252.2%
0.80%
+285.6%
SPYV BuySPDR SER TRprtflo s&p500 vl$21,973,195
+40.9%
539,617
+34.5%
0.80%
+41.7%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$20,560,915
+4.6%
66,590
+4.7%
0.75%
+5.2%
BSV SellVANGUARD BD INDEX FDSshort trm bond$20,064,675
-84.3%
262,318
-84.5%
0.73%
-84.2%
MGV BuyVANGUARD WORLD FDmega cap val etf$19,598,587
-1.8%
194,007
+0.0%
0.71%
-1.2%
IEMG BuyISHARES INCcore msci emkt$19,364,399
+109.9%
396,893
+100.9%
0.70%
+110.8%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$18,530,950
+8.0%
143,140
+13.4%
0.67%
+8.7%
VTV BuyVANGUARD INDEX FDSvalue etf$18,412,963
+3.9%
133,321
+5.6%
0.67%
+4.5%
IUSB BuyISHARES TRcore total usd$17,886,863
+34.5%
387,581
+31.0%
0.65%
+35.1%
AMZN BuyAMAZON COM INC$17,590,929
+24.3%
170,306
+1.1%
0.64%
+25.0%
SellWISDOMTREE TRfloatng rat trea$16,719,982
-37.6%
332,604
-37.6%
0.61%
-37.3%
VEA BuyVANGUARD TAX-MANAGED FDSvan ftse dev mkt$15,998,457
+10.0%
354,183
+2.2%
0.58%
+10.6%
EFG BuyISHARES TReafe grwth etf$15,766,872
+76.7%
168,306
+58.0%
0.57%
+77.4%
VOOV SellVANGUARD ADMIRAL FDS INC500 val idx fd$15,711,895
+1.4%
107,102
-3.2%
0.57%
+1.8%
MGK BuyVANGUARD WORLD FDmega grwth ind$15,351,239
+48.1%
75,064
+24.6%
0.56%
+48.8%
SRLN BuySSGA ACTIVE ETF TRblackstone senr$15,121,322
+36.0%
364,721
+34.2%
0.55%
+36.8%
TSLA SellTESLA INC$14,650,373
+19.6%
70,618
-29.0%
0.53%
+20.3%
ESGU SellISHARES TResg awr msci usa$14,111,792
-44.7%
156,018
-48.2%
0.51%
-44.5%
VXF BuyVANGUARD INDEX FDSextend mkt etf$13,093,629
+10.8%
93,393
+5.0%
0.48%
+11.2%
USMV BuyISHARES TRmsci usa min vol$13,002,902
+9.4%
178,759
+8.4%
0.47%
+10.0%
AMR NewALPHA METALLURGICAL RESOUR Icall$12,941,340320,000
+100.0%
0.47%
IUS BuyINVESCO EXCH TRD SLF IDX FDrafi stratgic us$12,613,109
+50.9%
329,324
+43.9%
0.46%
+52.0%
QQQ SellINVESCO QQQ TRunit ser 1$12,507,478
+12.0%
38,973
-7.0%
0.46%
+12.6%
VOOG SellVANGUARD ADMIRAL FDS INC500 grth idx f$12,515,795
+7.8%
54,303
-1.4%
0.46%
+8.3%
JNJ SellJOHNSON & JOHNSON$11,764,220
-20.9%
75,898
-9.9%
0.43%
-20.4%
DFAC SellDIMENSIONAL ETF TRUSTus core equity 2$11,759,316
+2.6%
461,512
-2.2%
0.43%
+3.1%
JHMD BuyJOHN HANCOCK EXCHANGE TRADEDmulti intl etf$11,517,151
+34.7%
375,151
+23.6%
0.42%
+35.6%
XOM SellEXXON MOBIL CORP$11,046,881
-5.4%
100,738
-4.8%
0.40%
-4.7%
EFV SellISHARES TReafe value etf$10,966,125
-13.9%
225,966
-18.6%
0.40%
-13.4%
TOTL BuySSGA ACTIVE ETF TRspdr tr tactic$10,636,371
+17.7%
259,234
+14.8%
0.39%
+18.3%
SJNK BuySPDR SER TRbloomberg sht te$10,488,665
+137.1%
422,249
+131.4%
0.38%
+138.1%
GOOGL BuyALPHABET INCcap stk cl a$10,105,377
+28.7%
97,420
+9.4%
0.37%
+29.2%
IEFA BuyISHARES TRcore msci eafe$9,944,679
+14.9%
148,761
+5.9%
0.36%
+15.7%
PG BuyPROCTER AND GAMBLE CO$9,933,344
-0.1%
66,806
+1.9%
0.36%
+0.3%
XSMO BuyINVESCO EXCHANGE TRADED FD Ts&p smlcp moment$9,507,232
+7.6%
205,281
+9.5%
0.35%
+8.1%
VTEB BuyVANGUARD MUN BD FDStax exempt bd$9,483,957
+14.2%
187,208
+11.6%
0.34%
+15.0%
OMFL SellINVESCO EXCH TRD SLF IDX FDrusl 1000 dynm$9,377,555
+2.6%
201,711
-5.2%
0.34%
+3.0%
IBDO SellISHARES TRibonds dec23 etf$9,035,500
-4.1%
358,694
-4.7%
0.33%
-3.5%
XLF BuySELECT SECTOR SPDR TRfinancial$8,859,634
+15.2%
275,572
+22.6%
0.32%
+15.8%
IYW BuyISHARES TRu.s. tech etf$8,683,697
+93.7%
93,564
+55.5%
0.32%
+95.1%
CVX BuyCHEVRON CORP NEW$8,408,895
-2.8%
51,538
+6.9%
0.31%
-2.2%
SHYG BuyISHARES TR0-5yr hi yl cp$8,020,851
+186.6%
192,439
+181.2%
0.29%
+189.1%
PEP BuyPEPSICO INC$7,992,157
+5.7%
43,841
+4.7%
0.29%
+6.2%
DGRW SellWISDOMTREE TRus qtly div grt$7,908,338
+3.1%
126,858
-0.2%
0.29%
+4.0%
GOOG BuyALPHABET INCcap stk cl c$7,888,920
+23.0%
75,855
+5.0%
0.29%
+23.7%
FB SellMETA PLATFORMS INCcl a$7,865,433
+28.4%
37,112
-27.1%
0.29%
+28.8%
HD SellHOME DEPOT INC$7,704,654
-16.4%
26,107
-10.5%
0.28%
-15.9%
MBB BuyISHARES TRmbs etf$7,564,611
+28.7%
79,854
+26.0%
0.28%
+29.1%
XLK BuySELECT SECTOR SPDR TRtechnology$7,531,845
+40.6%
49,876
+15.9%
0.27%
+41.2%
XLE BuySELECT SECTOR SPDR TRenergy$7,258,415
+3.7%
87,630
+9.5%
0.26%
+4.3%
JPM BuyJPMORGAN CHASE & CO$7,186,027
-0.2%
55,146
+2.7%
0.26%
+0.4%
NVDA SellNVIDIA CORPORATION$7,162,632
+9.3%
25,786
-42.5%
0.26%
+9.7%
PTF SellINVESCO EXCHANGE TRADED FD Tdwa technology$6,796,124
-30.5%
51,978
-39.7%
0.25%
-30.2%
CWI BuySPDR INDEX SHS FDSmsci acwi exus$6,608,125
+9.0%
256,826
+1.9%
0.24%
+9.6%
GOVT BuyISHARES TRus treas bd etf$6,444,880
+76.0%
275,658
+71.1%
0.23%
+77.3%
SPEM SellSPDR INDEX SHS FDSportfolio emg mk$6,224,343
+2.6%
182,372
-0.9%
0.23%
+3.2%
COST SellCOSTCO WHSL CORP NEW$6,219,868
-1.1%
12,518
-9.1%
0.23%
-0.4%
V BuyVISA INC$6,102,811
+13.6%
27,068
+4.7%
0.22%
+14.4%
BKLN BuyINVESCO EXCH TRADED FD TR IIsr ln etf$5,981,740
+48.5%
287,584
+46.6%
0.22%
+49.3%
SPHQ SellINVESCO EXCHANGE TRADED FD Ts&p500 quality$5,851,979
-95.1%
123,668
-95.4%
0.21%
-95.1%
PM SellPHILIP MORRIS INTL INC$5,742,074
-8.8%
59,044
-5.1%
0.21%
-8.3%
XLI BuySELECT SECTOR SPDR TRsbi int-inds$5,643,613
+77.7%
55,778
+72.5%
0.20%
+78.3%
MTUM SellISHARES TRmsci usa mmentm$5,562,720
-47.2%
40,008
-44.6%
0.20%
-47.0%
MCD BuyMCDONALDS CORP$5,308,139
+15.7%
18,984
+9.0%
0.19%
+16.3%
HON BuyHONEYWELL INTL INC$5,274,001
-9.3%
27,595
+1.7%
0.19%
-8.6%
USIG BuyISHARES TRusd inv grde etf$5,184,019
+13.2%
102,330
+9.7%
0.19%
+13.9%
MA SellMASTERCARD INCORPORATEDcl a$5,159,100
+2.7%
14,196
-1.8%
0.19%
+3.3%
SPSB SellSPDR SER TRportfolio short$5,133,183
-0.5%
173,243
-1.3%
0.19%0.0%
SPTS BuySPDR SER TRportfolio sh tsr$5,128,024
+205.4%
175,437
+201.9%
0.19%
+204.9%
IJR SellISHARES TRcore s&p scp etf$5,073,962
-28.0%
52,471
-29.5%
0.18%
-27.5%
EFAV SellISHARES TRmsci eafe min vl$5,033,127
+2.0%
74,400
-4.2%
0.18%
+2.2%
XLP SellSELECT SECTOR SPDR TRsbi cons stpls$5,033,041
-13.4%
67,368
-13.6%
0.18%
-12.9%
ABBV SellABBVIE INC$4,985,201
-6.8%
31,281
-5.5%
0.18%
-6.2%
BLK BuyBLACKROCK INC$4,934,987
+0.5%
7,375
+6.5%
0.18%
+0.6%
MRK SellMERCK & CO INC$4,812,975
-5.9%
45,239
-1.9%
0.18%
-5.4%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$4,672,910
+32.3%
58,251
+27.8%
0.17%
+32.8%
TGT SellTARGET CORP$4,662,969
+1.3%
28,153
-8.8%
0.17%
+2.4%
BSX BuyBOSTON SCIENTIFIC CORP$4,638,081
+10.6%
92,706
+2.3%
0.17%
+11.2%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$4,634,492
-3.0%
34,568
-2.2%
0.17%
-2.3%
SPGI BuyS&P GLOBAL INC$4,577,288
+20.9%
13,276
+17.5%
0.17%
+21.2%
QUS SellSPDR SER TRmsci usa strtgic$4,480,810
-16.1%
38,651
-20.2%
0.16%
-15.5%
VBR SellVANGUARD INDEX FDSsm cp val etf$4,303,103
-1.1%
27,104
-1.0%
0.16%
-0.6%
KEYS BuyKEYSIGHT TECHNOLOGIES INC$4,285,762
-4.4%
26,541
+1.2%
0.16%
-3.7%
SPIB SellSPDR SER TRportfolio intrmd$4,200,337
-8.9%
129,281
-10.8%
0.15%
-8.4%
RTX BuyRAYTHEON TECHNOLOGIES CORP$4,169,028
+0.3%
42,572
+3.4%
0.15%
+1.3%
JMBS BuyJANUS DETROIT STR TRhenderson mtg$4,181,412
+29.5%
89,557
+26.1%
0.15%
+29.9%
VEEV BuyVEEVA SYS INC$4,179,245
+19.2%
22,739
+4.7%
0.15%
+19.7%
VXUS SellVANGUARD STAR FDSvg tl intl stk f$4,143,175
+5.7%
75,044
-0.9%
0.15%
+6.3%
VGIT BuyVANGUARD SCOTTSDALE FDSinter term treas$4,112,844
+73.7%
68,593
+69.4%
0.15%
+74.4%
DGRO BuyISHARES TRcore div grwth$4,090,419
+0.6%
81,825
+0.6%
0.15%
+1.4%
MDLZ BuyMONDELEZ INTL INCcl a$4,034,458
+10.5%
57,867
+5.7%
0.15%
+11.4%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$4,037,848
+5.7%
20,719
-2.5%
0.15%
+6.5%
SPMD BuySPDR SER TRportfolio s&p400$4,020,497
+5.3%
91,500
+1.9%
0.15%
+5.8%
ILCB BuyISHARES TRmorningstr us eq$3,981,993
+7.5%
70,590
+0.3%
0.14%
+8.2%
ITOT SellISHARES TRcore s&p ttl stk$3,960,865
+2.3%
43,742
-4.2%
0.14%
+2.9%
BuyCAPITAL GROUP DIVIDEND VALUE$3,941,091
+12.2%
158,023
+6.2%
0.14%
+12.6%
VDC SellVANGUARD WORLD FDSconsum stp etf$3,794,038
-9.4%
19,605
-10.3%
0.14%
-8.6%
IBB SellISHARES TRishares biotech$3,787,850
-6.0%
29,327
-4.4%
0.14%
-5.5%
SFM SellSPROUTS FMRS MKT INC$3,771,015
-0.8%
107,651
-8.4%
0.14%
-0.7%
VIGI SellVANGUARD WHITEHALL FDSintl dvd etf$3,707,257
+3.3%
50,316
-2.4%
0.14%
+3.8%
T SellAT&T INC$3,644,019
-5.8%
189,300
-9.9%
0.13%
-5.0%
SLY BuySPDR SER TRs&p 600 sml cap$3,645,342
+2.4%
43,381
+0.1%
0.13%
+3.1%
FAST BuyFASTENAL CO$3,605,204
+27.7%
66,837
+12.1%
0.13%
+28.4%
DJD SellINVESCO EXCHANGE TRADED FD Tdj indl avg dv$3,520,743
-3.5%
82,299
-1.5%
0.13%
-3.0%
FLHY BuyFRANKLIN TEMPLETON ETF TRhigh yield corp$3,526,075
+15.7%
154,179
+11.5%
0.13%
+16.4%
VMBS BuyVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$3,529,317
+17.5%
75,818
+14.9%
0.13%
+17.4%
LMT BuyLOCKHEED MARTIN CORP$3,478,448
+5.7%
7,358
+8.8%
0.13%
+5.9%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$3,440,890
-21.3%
50,833
-18.0%
0.12%
-20.9%
XLG BuyINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$3,413,911
+127.0%
10,994
+101.7%
0.12%
+129.6%
PFFD BuyGLOBAL X FDSus pfd etf$3,410,100
+27.4%
171,707
+24.2%
0.12%
+27.8%
VFH BuyVANGUARD WORLD FDSfinancials etf$3,328,903
+3.0%
42,739
+9.4%
0.12%
+3.4%
MO SellALTRIA GROUP INC$3,325,776
-13.1%
74,536
-11.0%
0.12%
-12.3%
WMT BuyWALMART INC$3,333,072
+16.5%
22,605
+12.0%
0.12%
+16.3%
BTU NewPEABODY ENERGY CORPcall$3,311,450400,000
+100.0%
0.12%
IWM SellISHARES TRrussell 2000 etf$3,309,027
-10.1%
18,548
-12.2%
0.12%
-9.8%
VBK BuyVANGUARD INDEX FDSsml cp grw etf$3,263,193
+21.8%
15,079
+12.8%
0.12%
+22.7%
BMY SellBRISTOL-MYERS SQUIBB CO$3,235,919
-14.7%
46,688
-11.4%
0.12%
-13.9%
TMO BuyTHERMO FISHER SCIENTIFIC INC$3,254,942
+5.9%
5,647
+1.1%
0.12%
+6.3%
SBUX SellSTARBUCKS CORP$3,223,510
-24.5%
30,957
-28.1%
0.12%
-24.0%
XME SellSPDR SER TRs&p metals mng$3,160,733
+0.6%
59,457
-5.8%
0.12%
+0.9%
VOX BuyVANGUARD WORLD FDS$3,130,465
+76.8%
32,383
+50.4%
0.11%
+78.1%
KIE SellSPDR SER TRs&p ins etf$3,140,952
-21.4%
79,801
-18.2%
0.11%
-21.4%
SPDW BuySPDR INDEX SHS FDSportfolio devlpd$3,096,965
+16.1%
96,419
+7.3%
0.11%
+17.7%
BA SellBOEING CO$3,099,198
-31.5%
14,589
-38.6%
0.11%
-31.1%
UNH SellUNITEDHEALTH GROUP INC$3,114,074
-14.9%
6,589
-4.5%
0.11%
-14.4%
SCHO BuySCHWAB STRATEGIC TRsht tm us tres$3,107,534
+23.6%
63,692
+22.2%
0.11%
+24.2%
IVW BuyISHARES TRs&p 500 grwt etf$3,083,692
+9.3%
48,266
+0.1%
0.11%
+9.8%
HYS NewPIMCO ETF TR0-5 high yield$3,044,39933,341
+100.0%
0.11%
TXN BuyTEXAS INSTRS INC$3,011,688
+27.5%
16,191
+13.2%
0.11%
+29.4%
STIP BuyISHARES TR0-5 yr tips etf$2,994,609
+8.1%
30,178
+5.6%
0.11%
+9.0%
SPAB SellSPDR SER TRportfolio agrgte$2,956,444
-17.3%
114,635
-19.4%
0.11%
-16.3%
FTSM NewFIRST TR EXCHANGE-TRADED FDfirst tr enh new$2,975,14349,994
+100.0%
0.11%
BSJP BuyINVESCO EXCH TRD SLF IDX FD$2,936,383
+198.7%
130,622
+193.8%
0.11%
+197.2%
ONEO SellSPDR SER TRrussell momentum$2,948,775
-35.0%
31,287
-36.6%
0.11%
-34.8%
SPY BuySPDR S&P 500 ETF TRput$2,898,599
-35.8%
222,200
+5.5%
0.10%
-35.6%
IYY  ISHARES TRdow jones us etf$2,848,493
+7.1%
28,4650.0%0.10%
+8.3%
JQC BuyNUVEEN CR STRATEGIES INCOME$2,831,302
+101.4%
554,071
+100.6%
0.10%
+102.0%
RWL BuyINVESCO EXCH TRADED FD TR IIs&p 500 revenue$2,835,765
+3.4%
37,264
+0.5%
0.10%
+4.0%
PFE SellPFIZER INC$2,797,223
-25.2%
68,559
-6.0%
0.10%
-24.4%
BTT BuyBLACKROCK MUN TARGET TERM TR$2,812,718
+48.2%
129,499
+45.2%
0.10%
+47.8%
NewLINDE PLC$2,765,3247,780
+100.0%
0.10%
EIM BuyEATON VANCE MUN BD FD$2,768,379
+9.1%
266,190
+9.0%
0.10%
+9.8%
ACWI SellISHARES TRmsci acwi etf$2,715,492
-15.7%
29,788
-21.5%
0.10%
-15.4%
ILCG SellISHARES TRmorningstar grwt$2,731,652
+12.5%
49,344
-1.1%
0.10%
+12.5%
IHE BuyISHARES TRu.s. pharma etf$2,727,006
+11.1%
15,558
+18.0%
0.10%
+11.2%
BLOK BuyAMPLIFY ETF TRblockchain ldr$2,723,417
+33.8%
140,745
+4.6%
0.10%
+33.8%
SPTI BuySPDR SER TRportfli intrmdit$2,677,782
+6.4%
92,529
+3.9%
0.10%
+6.6%
META BuyLISTED FD TRroundhill ball$2,656,903
+39.5%
283,252
+6.8%
0.10%
+40.6%
LLY BuyLILLY ELI & CO$2,644,284
+18.5%
7,700
+26.3%
0.10%
+18.5%
DUK BuyDUKE ENERGY CORP NEW$2,652,451
-6.3%
27,495
+0.0%
0.10%
-5.9%
GS SellGOLDMAN SACHS GROUP INC$2,638,316
-18.5%
8,066
-14.4%
0.10%
-17.9%
ADBE BuyADOBE SYSTEMS INCORPORATED$2,618,975
+17.8%
6,796
+2.8%
0.10%
+18.8%
CSCO BuyCISCO SYS INC$2,623,765
+19.1%
50,192
+8.5%
0.10%
+18.8%
DE BuyDEERE & CO$2,579,321
+17.5%
6,247
+22.0%
0.09%
+19.0%
UNP SellUNION PAC CORP$2,549,131
-12.7%
12,666
-10.2%
0.09%
-12.3%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$2,549,619
+3.9%
17,630
+1.4%
0.09%
+4.5%
IDRV BuyISHARES TRself drivng ev$2,563,045
+14.2%
66,816
+0.7%
0.09%
+14.8%
IHF BuyISHARES TRus hlthcr pr etf$2,532,914
+17.3%
10,246
+27.0%
0.09%
+17.9%
SPLV SellINVESCO EXCH TRADED FD TR IIs&p500 low vol$2,511,032
-68.2%
40,241
-67.4%
0.09%
-68.2%
FIS BuyFIDELITY NATL INFORMATION SV$2,487,083
-12.1%
45,777
+9.7%
0.09%
-11.8%
SO SellSOUTHERN CO$2,483,921
-4.5%
35,699
-2.0%
0.09%
-4.3%
PCEF BuyINVESCO EXCH TRADED FD TR II$2,468,107
+5.1%
135,461
+4.5%
0.09%
+5.9%
TJX BuyTJX COS INC NEW$2,470,205
+8.8%
31,524
+10.5%
0.09%
+9.8%
WFC SellWELLS FARGO CO NEW$2,453,388
-17.7%
65,634
-9.1%
0.09%
-17.6%
IDHQ BuyINVESCO EXCH TRADED FD TR IIs&p intl qulty$2,432,218
+28.5%
92,078
+20.4%
0.09%
+29.4%
ESGV BuyVANGUARD WORLD FDesg us stk etf$2,417,731
+16.9%
33,715
+7.4%
0.09%
+17.3%
BuyCAPITAL GROUP GROWTH ETF$2,392,443
+19.7%
106,520
+6.3%
0.09%
+20.8%
VLU SellSPDR SER TRspdr s&p1500vl$2,370,219
-18.9%
16,689
-20.2%
0.09%
-18.9%
TLH SellISHARES TR10-20 yr trs etf$2,357,691
-8.8%
20,584
-13.9%
0.09%
-8.5%
CAT BuyCATERPILLAR INC$2,367,886
+9.9%
10,347
+15.0%
0.09%
+10.3%
KOMP SellSPDR SER TRs&p kensho new$2,346,892
-16.3%
54,962
-22.7%
0.08%
-15.8%
ABT BuyABBOTT LABS$2,296,521
+1.1%
22,679
+9.6%
0.08%
+2.4%
VZ BuyVERIZON COMMUNICATIONS INC$2,305,926
+8.9%
59,294
+10.3%
0.08%
+9.1%
SCHW BuySCHWAB CHARLES CORP$2,274,340
+88.2%
43,420
+199.1%
0.08%
+88.6%
WMB BuyWILLIAMS COS INC$2,261,437
-7.7%
75,735
+1.7%
0.08%
-7.9%
DHR BuyDANAHER CORPORATION$2,252,763
+4.8%
8,938
+10.4%
0.08%
+5.1%
IJH SellISHARES TRcore s&p mcp etf$2,236,539
+0.2%
8,940
-3.1%
0.08%0.0%
KO BuyCOCA COLA CO$2,239,468
+11.3%
36,103
+14.2%
0.08%
+11.0%
EMB BuyISHARES TRjpmorgan usd emg$2,196,150
+10.8%
25,454
+8.7%
0.08%
+11.1%
XLC BuySELECT SECTOR SPDR TR$2,208,483
+45.0%
38,097
+20.0%
0.08%
+45.5%
BAC SellBANK AMERICA CORP$2,204,555
-16.8%
77,082
-3.6%
0.08%
-16.7%
AVGO BuyBROADCOM INC$2,159,064
+34.0%
3,365
+16.8%
0.08%
+36.2%
FLRN SellSPDR SER TRbloomberg invt$2,158,400
-53.8%
70,930
-53.9%
0.08%
-53.8%
CRM BuySALESFORCE INC$2,115,071
+62.7%
10,587
+8.0%
0.08%
+63.8%
LOW BuyLOWES COS INC$2,095,711
+4.9%
10,480
+4.5%
0.08%
+5.6%
NFLX BuyNETFLIX INC$2,052,497
+24.6%
5,941
+6.4%
0.08%
+25.0%
SPYD SellSPDR SER TRprtflo s&p500 hi$2,032,614
-9.4%
53,490
-5.7%
0.07%
-8.6%
ORCL BuyORACLE CORP$2,040,969
+24.9%
21,965
+9.9%
0.07%
+25.4%
PUBM NewPUBMATIC INC$2,030,199146,903
+100.0%
0.07%
SDY SellSPDR SER TRs&p divid etf$2,024,474
-7.4%
16,365
-6.4%
0.07%
-6.3%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$2,016,783
-0.2%
27,317
-2.9%
0.07%0.0%
VB BuyVANGUARD INDEX FDSsmall cp etf$2,013,551
+22.4%
10,622
+18.5%
0.07%
+21.7%
FTCS BuyFIRST TR EXCHANGE-TRADED FDcap strength etf$2,021,238
+579.6%
27,711
+598.4%
0.07%
+563.6%
IWB BuyISHARES TRrus 1000 etf$1,983,396
+8.2%
8,806
+1.1%
0.07%
+9.1%
VCR NewVANGUARD WORLD FDSconsum dis etf$1,920,6437,605
+100.0%
0.07%
DIS SellDISNEY WALT CO$1,889,281
-49.6%
18,868
-56.3%
0.07%
-49.3%
VAW SellVANGUARD WORLD FDSmaterials etf$1,852,296
+3.6%
10,417
-0.9%
0.07%
+3.1%
MDY SellSPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$1,817,596
-0.0%
3,965
-3.4%
0.07%0.0%
DFAI NewDIMENSIONAL ETF TRUSTintl core eqt mk$1,813,08867,276
+100.0%
0.07%
GD SellGENERAL DYNAMICS CORP$1,792,573
-9.0%
7,855
-1.0%
0.06%
-8.5%
KNG NewFIRST TR EXCHANGE-TRADED FDft cboe vest s&p$1,763,98034,292
+100.0%
0.06%
OEF BuyISHARES TRs&p 100 etf$1,749,729
+87.0%
9,355
+70.5%
0.06%
+88.2%
IFRA BuyISHARES TRus infrastruc$1,727,319
+10.4%
46,284
+7.2%
0.06%
+10.5%
FTNT SellFORTINET INC$1,739,345
+17.9%
26,171
-13.2%
0.06%
+18.9%
QCOM SellQUALCOMM INC$1,744,121
+13.2%
13,671
-2.5%
0.06%
+12.5%
SellGENERAL ELECTRIC CO$1,694,904
-13.7%
17,729
-24.3%
0.06%
-12.7%
MS BuyMORGAN STANLEY$1,704,799
+18.1%
19,417
+14.4%
0.06%
+19.2%
NULV BuyNUSHARES ETF TRnuveen esg lrgvl$1,676,063
+8.0%
49,195
+8.6%
0.06%
+8.9%
IYG BuyISHARES TRu.s. fin svc etf$1,673,694
+15.2%
11,087
+20.2%
0.06%
+15.1%
GSLC BuyGOLDMAN SACHS ETF TRactivebeta us lg$1,665,615
+7.9%
20,507
+1.1%
0.06%
+8.9%
PDI SellPIMCO DYNAMIC INCOME FD$1,677,341
-27.9%
93,082
-26.0%
0.06%
-27.4%
AMAT BuyAPPLIED MATLS INC$1,650,346
+27.5%
13,436
+1.1%
0.06%
+27.7%
VGT SellVANGUARD WORLD FDSinf tech etf$1,615,454
+1.2%
4,191
-16.1%
0.06%
+1.7%
NKE SellNIKE INCcl b$1,625,062
-31.7%
13,251
-34.9%
0.06%
-31.4%
FVD SellFIRST TR VALUE LINE DIVID IN$1,629,016
-2.1%
40,563
-2.7%
0.06%
-1.7%
DON BuyWISDOMTREE TRus midcap divid$1,618,594
+5.2%
39,497
+5.6%
0.06%
+5.4%
SMH BuyVANECK ETF TRUSTsemiconductr etf$1,609,603
+36.3%
6,116
+5.1%
0.06%
+37.2%
IBM SellINTERNATIONAL BUSINESS MACHS$1,573,414
-19.7%
12,003
-13.7%
0.06%
-19.7%
NOC SellNORTHROP GRUMMAN CORP$1,504,125
-18.8%
3,258
-4.0%
0.06%
-17.9%
CMCSA BuyCOMCAST CORP NEWcl a$1,508,944
+12.2%
39,803
+3.5%
0.06%
+12.2%
PANW NewPALO ALTO NETWORKS INC$1,488,2637,451
+100.0%
0.05%
VNQ BuyVANGUARD INDEX FDSreal estate etf$1,498,398
+5.0%
18,044
+4.3%
0.05%
+3.8%
AMD SellADVANCED MICRO DEVICES INC$1,454,566
+43.8%
14,841
-5.0%
0.05%
+43.2%
ONLN BuyPROSHARES TRonline rtl etf$1,466,458
+17.3%
46,290
+4.9%
0.05%
+17.8%
ARKK SellARK ETF TRinnovation etf$1,441,648
+19.9%
35,737
-7.2%
0.05%
+18.2%
AMGN BuyAMGEN INC$1,442,755
+16.1%
5,968
+26.1%
0.05%
+15.6%
STPZ SellPIMCO ETF TR1-5 us tip idx$1,442,390
-22.8%
28,260
-24.6%
0.05%
-23.5%
SPGM SellSPDR INDEX SHS FDSportfli msci gbl$1,391,830
-56.6%
27,909
-59.4%
0.05%
-56.0%
NEE SellNEXTERA ENERGY INC$1,389,450
-8.3%
18,026
-0.6%
0.05%
-7.3%
ETY SellEATON VANCE TAX-MANAGED DIVE$1,368,566
+6.3%
117,272
-1.1%
0.05%
+6.4%
ITA BuyISHARES TRus aer def etf$1,388,378
+87.2%
12,064
+82.0%
0.05%
+85.2%
ACWV SellISHARES INCmsci gbl min vol$1,379,454
+0.2%
14,258
-1.6%
0.05%0.0%
ADP BuyAUTOMATIC DATA PROCESSING IN$1,346,679
+5.0%
6,049
+12.6%
0.05%
+6.5%
INTU BuyINTUIT$1,346,253
+21.3%
3,020
+5.9%
0.05%
+22.5%
IMCB BuyISHARES TRmrgstr md cp etf$1,360,147
+3.4%
22,430
+0.1%
0.05%
+2.1%
BuyWORLD GOLD TRspdr gld minis$1,333,729
+12.4%
34,102
+4.0%
0.05%
+11.6%
CVS SellCVS HEALTH CORP$1,328,729
-27.9%
17,881
-9.6%
0.05%
-28.4%
COWZ BuyPACER FDS TRus cash cows 100$1,317,373
+13.4%
28,059
+11.7%
0.05%
+14.3%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$1,290,369
-20.8%
31,940
-23.6%
0.05%
-20.3%
CARR BuyCARRIER GLOBAL CORPORATION$1,290,306
+13.1%
28,203
+2.0%
0.05%
+14.6%
ITW SellILLINOIS TOOL WKS INC$1,279,221
+9.8%
5,255
-0.6%
0.05%
+11.9%
ARCC BuyARES CAPITAL CORP$1,289,192
+497.6%
70,544
+504.0%
0.05%
+487.5%
AGG SellISHARES TRcore us aggbd et$1,270,355
-31.2%
12,749
-33.1%
0.05%
-31.3%
BKNG BuyBOOKING HOLDINGS INC$1,257,242
+66.8%
474
+26.7%
0.05%
+70.4%
AXP SellAMERICAN EXPRESS CO$1,252,638
+9.6%
7,594
-1.8%
0.05%
+12.2%
DWM BuyWISDOMTREE TRintl equity fd$1,271,430
+6.7%
25,567
+0.9%
0.05%
+7.0%
PSA  PUBLIC STORAGE$1,248,603
+7.8%
4,1330.0%0.04%
+7.1%
HDV SellISHARES TRcore high dv etf$1,242,742
-37.2%
12,224
-35.6%
0.04%
-37.5%
SPTM SellSPDR SER TRportfoli s&p1500$1,241,749
-82.1%
24,623
-83.2%
0.04%
-82.1%
LQD BuyISHARES TRiboxx inv cp etf$1,214,391
+20.5%
11,079
+15.9%
0.04%
+22.2%
FSK SellFS KKR CAP CORP$1,176,436
+2.9%
63,591
-2.6%
0.04%
+4.9%
IMCV SellISHARES TRmrgstr md cp val$1,182,786
-10.8%
19,114
-10.5%
0.04%
-10.4%
ACN SellACCENTURE PLC IRELAND$1,160,659
-7.8%
4,061
-13.9%
0.04%
-8.7%
INTC SellINTEL CORP$1,147,466
+16.6%
35,123
-5.7%
0.04%
+16.7%
DG BuyDOLLAR GEN CORP NEW$1,148,062
-14.4%
5,455
+0.2%
0.04%
-14.3%
GILD BuyGILEAD SCIENCES INC$1,166,608
+13.5%
14,061
+17.4%
0.04%
+13.5%
MDYG SellSPDR SER TRs&p 400 mdcp grw$1,163,661
-24.3%
17,003
-27.8%
0.04%
-25.0%
GLD SellSPDR GOLD TR$1,141,552
-2.1%
6,231
-9.4%
0.04%0.0%
ALG BuyALAMO GROUP INC$1,135,927
+30.2%
6,168
+0.1%
0.04%
+28.1%
TMUS BuyT-MOBILE US INC$1,120,482
+52.7%
7,736
+47.6%
0.04%
+51.9%
AGGY SellWISDOMTREE TRyield enhancd us$1,131,136
+1.0%
25,890
-1.4%
0.04%0.0%
VIG SellVANGUARD SPECIALIZED FUNDSdiv app etf$1,102,822
-3.6%
7,161
-5.0%
0.04%
-2.4%
ATEN BuyA10 NETWORKS INC$1,112,480
-5.8%
71,819
+1.1%
0.04%
-7.0%
IHDG SellWISDOMTREE TRitl hdg qtly div$1,075,036
-20.0%
27,271
-27.7%
0.04%
-20.4%
NSC BuyNORFOLK SOUTHN CORP$1,061,093
-13.7%
5,005
+0.3%
0.04%
-11.4%
SellDIMENSIONAL ETF TRUSTworld ex us core$1,069,961
+1.5%
46,399
-4.9%
0.04%
+2.6%
VLUE SellISHARES TRmsci usa value$1,085,221
-11.0%
11,721
-12.3%
0.04%
-11.4%
XLB BuySELECT SECTOR SPDR TRsbi materials$1,077,698
+180.3%
13,361
+169.9%
0.04%
+178.6%
XHS NewSPDR SER TRhlth care svcs$1,064,52012,312
+100.0%
0.04%
ICLN BuyISHARES TRgl clean ene etf$1,035,859
+3.7%
52,369
+4.1%
0.04%
+5.6%
VSS SellVANGUARD INTL EQUITY INDEX Fftse smcap etf$1,046,474
-10.4%
9,580
-15.6%
0.04%
-9.5%
FNCL SellFIDELITY COVINGTON TRUSTmsci finls idx$1,045,108
-7.5%
23,173
-1.7%
0.04%
-7.3%
TNET  TRINET GROUP INC$1,033,017
+18.9%
12,8150.0%0.04%
+22.6%
LHX SellL3HARRIS TECHNOLOGIES INC$1,005,267
-7.5%
5,123
-1.8%
0.04%
-5.1%
RDVY BuyFIRST TR EXCHANGE-TRADED FDrisng divd achiv$1,024,591
+7.4%
22,835
+5.1%
0.04%
+5.7%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$1,017,102
-64.0%
6,802
-68.9%
0.04%
-63.7%
MCK BuyMCKESSON CORP$1,025,329
-5.0%
2,880
+0.1%
0.04%
-5.1%
WM BuyWASTE MGMT INC DEL$978,556
+5.7%
5,997
+1.6%
0.04%
+5.9%
BuyDIMENSIONAL ETF TRUSTus mktwide value$995,619
+0.0%
29,738
+0.0%
0.04%0.0%
ARCH NewARCH RESOURCES INCcall$957,36472,000
+100.0%
0.04%
HSBC NewHSBC HLDGS PLCspon adr new$935,40127,407
+100.0%
0.03%
OHI SellOMEGA HEALTHCARE INVS INC$924,960
-6.1%
33,745
-4.3%
0.03%
-5.6%
PULS  PGIM ETF TRpgim ultra sh bd$922,896
+0.4%
18,7200.0%0.03%
+3.0%
FCOM  FIDELITY COVINGTON TRUST$930,556
+17.8%
25,4250.0%0.03%
+17.2%
PDP BuyINVESCO EXCHANGE TRADED FD Tdwa momentum$923,061
+8.4%
12,150
+1.4%
0.03%
+9.7%
BX SellBLACKSTONE INC$896,112
-14.8%
10,202
-28.0%
0.03%
-13.2%
FALN SellISHARES TRfaln angls usd$894,078
-57.4%
35,381
-58.5%
0.03%
-56.6%
MSCI BuyMSCI INC$897,743
+20.5%
1,604
+0.1%
0.03%
+22.2%
DGX BuyQUEST DIAGNOSTICS INC$874,367
-8.4%
6,180
+1.3%
0.03%
-8.6%
LRN BuySTRIDE INC$880,064
+26.8%
22,422
+1.0%
0.03%
+28.0%
TRV SellTRAVELERS COMPANIES INC$870,987
-8.8%
5,081
-0.3%
0.03%
-8.6%
MMM Sell3M CO$881,572
-49.3%
8,387
-42.2%
0.03%
-49.2%
PLTR BuyPALANTIR TECHNOLOGIES INCcl a$854,270
+32.6%
101,097
+0.8%
0.03%
+34.8%
PCOR  PROCORE TECHNOLOGIES INC$862,290
+32.7%
13,7680.0%0.03%
+34.8%
EFA BuyISHARES TRmsci eafe etf$855,478
+9.3%
11,961
+0.3%
0.03%
+10.7%
FXH NewFIRST TR EXCHANGE TRADED FDhlth care alph$851,4237,918
+100.0%
0.03%
LRGF  ISHARES TRu s equity factr$851,178
+6.2%
20,5400.0%0.03%
+6.9%
SellCAPITAL GROUP FIXED INCOME Ecore plus incm$860,281
-25.3%
37,748
-27.0%
0.03%
-26.2%
KMB BuyKIMBERLY-CLARK CORP$812,242
+7.6%
6,052
+8.8%
0.03%
+11.1%
YUM SellYUM BRANDS INC$837,450
+2.2%
6,340
-0.9%
0.03%0.0%
ULST SellSSGA ACTIVE ETF TRult sht trm bd$833,475
-12.8%
20,707
-13.4%
0.03%
-14.3%
ESGD BuyISHARES TResg aw msci eafe$825,411
+17.3%
11,490
+7.3%
0.03%
+20.0%
CSM BuyPROSHARES TRlarge cap cre$834,221
+6.2%
17,500
+0.0%
0.03%
+7.1%
EVV BuyEATON VANCE LTD DURATION INC$833,308
+5.2%
84,600
+0.2%
0.03%
+3.4%
TAXF SellAMERICAN CENTY ETF TRdiversified mu$799,206
+1.8%
15,873
-1.1%
0.03%
+3.6%
ISRG BuyINTUITIVE SURGICAL INC$791,191
+12.4%
3,097
+16.8%
0.03%
+16.0%
OTIS SellOTIS WORLDWIDE CORP$785,849
+7.2%
9,311
-0.5%
0.03%
+7.4%
IYK BuyISHARES TRus consm staples$805,416
-1.3%
4,043
+0.5%
0.03%
-3.3%
ANTM BuyELEVANCE HEALTH INC$787,867
+17.3%
1,713
+30.8%
0.03%
+20.8%
INTF  ISHARES TRintl eqty factor$761,270
+7.7%
28,7380.0%0.03%
+7.7%
NUE NewNUCOR CORP$763,7004,944
+100.0%
0.03%
SYK BuySTRYKER CORPORATION$763,333
+48.5%
2,674
+27.2%
0.03%
+47.4%
XBI BuySPDR SER TRs&p biotech$765,763
-3.0%
10,048
+5.6%
0.03%
-3.4%
CPB SellCAMPBELL SOUP CO$781,928
-3.2%
14,222
-0.1%
0.03%
-3.4%
MMC BuyMARSH & MCLENNAN COS INC$730,821
+39.5%
4,388
+38.6%
0.03%
+42.1%
XSOE SellWISDOMTREE TRem ex st-owned$737,398
-18.4%
26,487
-21.8%
0.03%
-18.2%
IMCG SellISHARES TRmrgstr md cp grw$743,890
-34.5%
12,924
-38.7%
0.03%
-34.1%
LDEM BuyISHARES TResg msci em ldrs$701,890
+15.6%
15,416
+8.3%
0.03%
+18.2%
DBEF SellDBX ETF TRxtrack msci eafe$720,931
+7.7%
20,481
-1.4%
0.03%
+8.3%
ADX SellADAMS DIVERSIFIED EQUITY FD$701,367
+0.2%
45,104
-6.3%
0.03%
+4.0%
HUM BuyHUMANA INC$703,479
+0.5%
1,449
+6.1%
0.03%
+4.0%
ACWX  ISHARES TRmsci acwi ex us$702,178
+7.2%
14,3980.0%0.03%
+8.3%
PAVE NewGLOBAL X FDSus infr dev etf$728,25825,688
+100.0%
0.03%
BRSP SellBRIGHTSPIRE CAPITAL INC$718,930
-8.0%
121,853
-2.9%
0.03%
-7.1%
CALF BuyPACER FDS TRpacer us small$675,442
+32.2%
17,747
+24.9%
0.02%
+38.9%
FCX SellFREEPORT-MCMORAN INCcl b$684,736
-1.6%
16,738
-8.6%
0.02%0.0%
USB SellUS BANCORP DEL$676,242
-38.2%
18,758
-25.3%
0.02%
-37.5%
CDW BuyCDW CORP$675,420
+9.2%
3,466
+0.1%
0.02%
+13.6%
HYD NewVANECK ETF TRUSThigh yld munietf$676,13813,068
+100.0%
0.02%
BSL SellBLACKSTONE SENI FLTN RAT 202$654,182
-0.3%
51,612
-2.3%
0.02%0.0%
PYPL SellPAYPAL HLDGS INC$665,310
-8.7%
8,761
-14.4%
0.02%
-7.7%
ETX BuyEATON VANCE MUN INCOME 2028$670,112
+43.4%
37,668
+43.8%
0.02%
+41.2%
SCZ SellISHARES TReafe sml cp etf$658,382
+5.3%
11,063
-0.0%
0.02%
+4.3%
ANVS SellANNOVIS BIO INC$661,089
+14.1%
42,900
-0.6%
0.02%
+14.3%
SOXX NewISHARES TRishares semicdtr$651,9321,466
+100.0%
0.02%
ZTS SellZOETIS INCcl a$669,362
-30.6%
4,022
-38.8%
0.02%
-31.4%
EEM SellISHARES TRmsci emg mkt etf$666,298
+2.2%
16,885
-1.9%
0.02%0.0%
IYT NewISHARES TRus trsprtion$667,1162,928
+100.0%
0.02%
MIDD BuyMIDDLEBY CORP$663,850
+12.1%
4,528
+2.4%
0.02%
+14.3%
DOCU BuyDOCUSIGN INC$653,893
+8.1%
11,216
+2.7%
0.02%
+9.1%
IVOG BuyVANGUARD ADMIRAL FDS INCmidcp 400 grth$630,835
+0.7%
7,100
+92.0%
0.02%0.0%
VV SellVANGUARD INDEX FDSlarge cap etf$627,035
-12.2%
3,357
-18.1%
0.02%
-11.5%
IWF SellISHARES TRrus 1000 grw etf$633,274
-11.6%
2,592
-22.5%
0.02%
-11.5%
PRF  INVESCO EXCHANGE TRADED FD Tftse rafi 1000$635,108
+1.0%
4,0510.0%0.02%0.0%
EMR BuyEMERSON ELEC CO$618,681
-8.1%
7,100
+1.3%
0.02%
-8.3%
TT BuyTRANE TECHNOLOGIES PLC$597,237
+12.9%
3,246
+3.1%
0.02%
+15.8%
IVOV BuyVANGUARD ADMIRAL FDS INCmidcp 400 val$606,456
-6.2%
7,710
+83.0%
0.02%
-4.3%
VIS BuyVANGUARD WORLD FDSindustrial etf$601,312
+90.7%
3,156
+82.7%
0.02%
+100.0%
SUSA  ISHARES TRmsci usa esg slc$592,448
+6.6%
6,7500.0%0.02%
+10.0%
FISV SellFISERV INC$615,674
-34.3%
5,447
-41.3%
0.02%
-35.3%
CL SellCOLGATE PALMOLIVE CO$584,216
-7.2%
7,774
-2.7%
0.02%
-8.7%
VO SellVANGUARD INDEX FDSmid cap etf$583,641
-42.6%
2,767
-44.5%
0.02%
-43.2%
MUB SellISHARES TRnational mun etf$564,104
-76.8%
5,236
-77.2%
0.02%
-76.1%
BNDX BuyVANGUARD CHARLOTTE FDStotal int bd etf$581,112
+6.0%
11,879
+2.7%
0.02%
+5.0%
BP SellBP PLCsponsored adr$570,336
+7.6%
15,033
-0.9%
0.02%
+10.5%
VHT SellVANGUARD WORLD FDShealth car etf$588,464
-27.3%
2,468
-24.4%
0.02%
-27.6%
QQQM SellINVESCO EXCH TRADED FD TR IInasdaq 100 etf$563,975
-38.5%
4,272
-49.0%
0.02%
-36.4%
ADI BuyANALOG DEVICES INC$585,406
+66.4%
2,968
+38.4%
0.02%
+61.5%
CMI BuyCUMMINS INC$563,964
+34.5%
2,361
+36.4%
0.02%
+40.0%
COP SellCONOCOPHILLIPS$564,613
-16.5%
5,691
-0.6%
0.02%
-12.5%
BDX BuyBECTON DICKINSON & CO$566,507
+4.2%
2,289
+7.1%
0.02%
+5.0%
KRMA BuyGLOBAL X FDSconscious cos$567,877
+15.2%
19,257
+8.1%
0.02%
+16.7%
RY BuyROYAL BK CDA SUSTAINABL$566,036
+2.0%
5,922
+0.3%
0.02%
+5.0%
BBSA SellJ P MORGAN EXCHANGE TRADED Fbetabldrs 1-5yr$537,006
-91.0%
11,255
-91.2%
0.02%
-90.8%
GDX SellVANECK ETF TRUSTgold miners etf$551,325
-24.5%
17,043
-33.1%
0.02%
-23.1%
LRCX SellLAM RESEARCH CORP$551,598
-17.6%
1,041
-34.7%
0.02%
-16.7%
EEMV SellISHARES INCmsci emerg mrkt$551,429
-92.7%
10,105
-92.9%
0.02%
-92.7%
FEZ NewSPDR INDEX SHS FDSeuro stoxx 50$541,01212,049
+100.0%
0.02%
PPA BuyINVESCO EXCHANGE TRADED FD Taerospace defn$541,953
+11.0%
6,728
+8.1%
0.02%
+11.1%
EMGF NewISHARES INCemng mkts eqt$557,28113,422
+100.0%
0.02%
GSIE SellGOLDMAN SACHS ETF TRactivebeta int$540,891
+3.6%
17,556
-3.2%
0.02%
+5.3%
F SellFORD MTR CO DEL$528,135
+5.8%
41,915
-2.4%
0.02%
+5.6%
FF SellFUTUREFUEL CORP$528,466
-10.4%
71,608
-1.3%
0.02%
-9.5%
UTF SellCOHEN & STEERS INFRASTRUCTUR$518,244
+1.3%
21,240
-0.4%
0.02%0.0%
XLRE SellSELECT SECTOR SPDR TRrl est sel sec$524,651
-48.0%
14,036
-48.6%
0.02%
-47.2%
VRTX NewVERTEX PHARMACEUTICALS INC$514,8241,634
+100.0%
0.02%
PKW BuyINVESCO EXCHANGE TRADED FD Tbuyback achiev$523,655
-0.5%
6,156
+0.1%
0.02%0.0%
IRM BuyIRON MTN INC DEL$516,931
+7.5%
9,770
+1.3%
0.02%
+11.8%
BNS SellBANK NOVA SCOTIA HALIFAX$530,729
+2.6%
10,539
-0.2%
0.02%0.0%
VLO SellVALERO ENERGY CORP$514,042
-3.8%
3,682
-12.6%
0.02%0.0%
ICSH SellISHARES TRblackrock ultra$536,168
-2.9%
10,670
-3.4%
0.02%
-5.0%
IWY SellISHARES TRrus tp200 gr etf$482,921
+14.1%
3,476
-1.0%
0.02%
+20.0%
IGSB SellISHARES TR$494,986
-41.8%
9,794
-42.6%
0.02%
-41.9%
MAR BuyMARRIOTT INTL INC NEWcl a$482,346
+11.8%
2,905
+0.3%
0.02%
+12.5%
RZV BuyINVESCO EXCHANGE TRADED FD Ts&p sml600 val$499,848
+3.3%
5,512
+0.7%
0.02%
+5.9%
MCHP SellMICROCHIP TECHNOLOGY INC.$488,343
+13.8%
5,829
-4.6%
0.02%
+12.5%
HASI BuyHANNON ARMSTRONG SUST INFR C$498,007
+5.7%
17,413
+7.1%
0.02%
+5.9%
MITK SellMITEK SYS INC$497,031
-1.1%
51,828
-0.0%
0.02%0.0%
HPQ SellHP INC$482,756
+8.5%
16,448
-0.7%
0.02%
+12.5%
LIT SellGLOBAL X FDSlithium btry etf$501,255
-3.9%
7,888
-11.4%
0.02%
-5.3%
NewGE HEALTHCARE TECHNOLOGIES I$481,4985,870
+100.0%
0.02%
EW SellEDWARDS LIFESCIENCES CORP$498,097
+0.2%
6,021
-9.6%
0.02%0.0%
D SellDOMINION ENERGY INC$484,477
-12.8%
8,665
-4.3%
0.02%
-10.0%
PGR NewPROGRESSIVE CORP$487,1193,405
+100.0%
0.02%
BuyCAPITAL GROUP GBL GROWTH EQT$502,269
+13.9%
21,781
+3.8%
0.02%
+12.5%
BuyCAPITAL GROUP INTL FOCUS EQT$482,210
+14.0%
20,794
+2.4%
0.02%
+20.0%
SLV SellISHARES SILVER TRishares$487,591
-10.8%
22,043
-11.2%
0.02%
-10.0%
IBD BuyNORTHERN LTS FD TR IVinspire corp bd$464,491
+34.2%
19,842
+32.1%
0.02%
+30.8%
SellWARNER BROS DISCOVERY INC$455,170
+47.2%
30,144
-7.6%
0.02%
+54.5%
CTAS SellCINTAS CORP$480,725
-5.6%
1,039
-7.8%
0.02%
-5.6%
ROKU SellROKU INC$475,550
+56.2%
7,225
-3.4%
0.02%
+54.5%
ES SellEVERSOURCE ENERGY$477,386
-7.6%
6,100
-1.0%
0.02%
-10.5%
EPD SellENTERPRISE PRODS PARTNERS L$479,509
-53.3%
18,514
-56.5%
0.02%
-54.1%
PFG BuyPRINCIPAL FINANCIAL GROUP IN$457,551
-5.7%
6,156
+6.5%
0.02%
-5.6%
EXG SellEATON VANCE TAX-MANAGED GLOB$454,594
+1.7%
58,207
-1.7%
0.02%
+6.2%
PDM  PIEDMONT OFFICE REALTY TR IN$481,165
-20.4%
65,9130.0%0.02%
-22.7%
ASML SellASML HOLDING N V$462,342
+19.3%
679
-4.2%
0.02%
+21.4%
ETN SellEATON CORP PLC$463,371
+8.1%
2,704
-1.0%
0.02%
+6.2%
SPMB SellSPDR SER TRport mtg bk etf$456,992
-58.6%
20,604
-59.5%
0.02%
-57.5%
BRKA NewBERKSHIRE HATHAWAY INC DELcl a$465,6001
+100.0%
0.02%
GIS BuyGENERAL MLS INC$478,555
+2.1%
5,600
+0.2%
0.02%0.0%
SYNL BuyASCENT INDUSTRIES CO$479,460
+7.4%
52,400
+1.7%
0.02%
+6.2%
COHU SellCOHU INC$445,324
+12.5%
11,600
-6.1%
0.02%
+14.3%
DHIL BuyDIAMOND HILL INVT GROUP INC$434,837
+7.8%
2,642
+21.2%
0.02%
+6.7%
FDX SellFEDEX CORP$432,957
+26.9%
1,895
-3.8%
0.02%
+33.3%
NUSC BuyNUSHARES ETF TRnuveen esg smlcp$439,313
+12.0%
12,406
+8.1%
0.02%
+14.3%
MDT SellMEDTRONIC PLC$450,667
-22.6%
5,590
-25.4%
0.02%
-23.8%
SHM SellSPDR SER TRnuveen blmbrg sh$432,230
-4.5%
9,090
-5.7%
0.02%0.0%
HOMB BuyHOME BANCSHARES INC$441,873
-4.0%
20,353
+0.8%
0.02%
-5.9%
IGV NewISHARES TRexpanded tech$438,9341,441
+100.0%
0.02%
IWD SellISHARES TRrus 1000 val etf$446,179
-3.9%
2,930
-4.3%
0.02%
-5.9%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$446,436
+19.5%
6,690
+7.6%
0.02%
+14.3%
AEP BuyAMERICAN ELEC PWR CO INC$439,133
+4.0%
4,826
+8.5%
0.02%
+6.7%
PAYX SellPAYCHEX INC$441,861
-44.2%
3,856
-43.7%
0.02%
-44.8%
PDCO BuyPATTERSON COS INC$426,261
+6.6%
15,923
+11.6%
0.02%
+14.3%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$411,464
+9.4%
4,027
-5.7%
0.02%
+7.1%
DFUS  DIMENSIONAL ETF TRUSTus equity etf$409,689
+6.8%
9,2210.0%0.02%
+7.1%
SPHD SellINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$400,653
-77.1%
9,492
-76.2%
0.02%
-76.2%
IAU SellISHARES GOLD TRishares new$419,231
-1.4%
11,218
-8.7%
0.02%0.0%
LEN BuyLENNAR CORPcl a$404,819
+19.6%
3,851
+3.0%
0.02%
+25.0%
LPLA SellLPL FINL HLDGS INC$402,652
-6.6%
1,989
-0.3%
0.02%
-6.2%
VEU SellVANGUARD INTL EQUITY INDEX Fallwrld ex us$418,051
-74.7%
7,818
-76.2%
0.02%
-75.0%
USHY BuyISHARES TRbroad usd high$405,959
+20.7%
11,419
+17.2%
0.02%
+25.0%
ISCV SellISHARES TRmrning sm cp etf$402,280
-23.5%
7,711
-23.6%
0.02%
-21.1%
MRNA SellMODERNA INC$423,113
-81.4%
2,755
-78.3%
0.02%
-81.7%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$425,282
+18.2%
4,031
+21.2%
0.02%
+15.4%
PEG  PUBLIC SVC ENTERPRISE GRP IN$376,168
+1.9%
6,0240.0%0.01%
+7.7%
NOW SellSERVICENOW INC$371,311
-37.2%
799
-47.5%
0.01%
-33.3%
MPC SellMARATHON PETE CORP$381,771
-30.5%
2,831
-40.0%
0.01%
-30.0%
GOF BuyGUGGENHEIM STRATEGIC OPPORTU$380,048
+6.9%
23,503
+0.7%
0.01%
+7.7%
SHOP BuySHOPIFY INCcl a$398,094
+45.7%
8,304
+5.5%
0.01%
+40.0%
IAI NewISHARES TRus br del se etf$381,8594,167
+100.0%
0.01%
XHB NewSPDR SER TRs&p homebuild$380,1365,610
+100.0%
0.01%
SellFLAHERTY & CRUMRINE DYNAMIC$391,719
-13.7%
21,570
-11.1%
0.01%
-12.5%
TLT SellISHARES TR20 yr tr bd etf$381,148
-13.2%
3,583
-18.7%
0.01%
-12.5%
SHY BuyISHARES TR1 3 yr treas bd$391,651
+6.0%
4,767
+4.7%
0.01%
+7.7%
NewENVIVA INC$374,52412,968
+100.0%
0.01%
ED BuyCONSOLIDATED EDISON INC$387,058
+2.6%
4,046
+2.2%
0.01%0.0%
AFL SellAFLAC INC$356,854
-20.3%
5,531
-11.2%
0.01%
-18.8%
AMSC  AMERICAN SUPERCONDUCTOR CORP$368,024
+33.4%
74,9540.0%0.01%
+30.0%
FITB BuyFIFTH THIRD BANCORP$370,989
-16.9%
13,926
+2.4%
0.01%
-18.8%
FEX  FIRST TR LRGE CP CORE ALPHA$351,624
+0.5%
4,3680.0%0.01%0.0%
HCA BuyHCA HEALTHCARE INC$344,366
+22.0%
1,306
+11.1%
0.01%
+30.0%
IVE BuyISHARES TRs&p 500 val etf$357,971
+4.7%
2,359
+0.1%
0.01%
+8.3%
IHI NewISHARES TRu.s. med dvc etf$354,7036,571
+100.0%
0.01%
KR SellKROGER CO$358,115
-8.8%
7,254
-17.7%
0.01%
-7.1%
MET BuyMETLIFE INC$354,992
-18.3%
6,127
+2.1%
0.01%
-18.8%
MSI SellMOTOROLA SOLUTIONS INC$345,564
+4.7%
1,208
-5.7%
0.01%
+8.3%
ROK SellROCKWELL AUTOMATION INC$356,248
-1.0%
1,214
-13.1%
0.01%0.0%
JNK SellSPDR SER TRbloomberg high y$343,815
-5.6%
3,704
-8.5%
0.01%0.0%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$360,911
+13.8%
5,538
-3.0%
0.01%
+18.2%
VIOO BuyVANGUARD ADMIRAL FDS INCsmllcp 600 idx$351,643
-18.9%
3,960
+58.2%
0.01%
-18.8%
VDE SellVANGUARD WORLD FDSenergy etf$346,229
-16.0%
3,031
-10.8%
0.01%
-13.3%
VCSH SellVANGUARD SCOTTSDALE FDSshrt trm corp bd$353,101
-68.3%
4,632
-68.8%
0.01%
-67.5%
WEC SellWEC ENERGY GROUP INC$356,790
-1.2%
3,764
-2.3%
0.01%0.0%
AON BuyAON PLC$370,466
+6.4%
1,175
+1.3%
0.01%0.0%
AWK BuyAMERICAN WTR WKS CO INC NEW$324,782
-3.7%
2,217
+0.2%
0.01%0.0%
ATKR SellATKORE INC$321,559
+14.9%
2,289
-7.3%
0.01%
+20.0%
ZROZ  PIMCO ETF TR25yr+ zero u s$335,230
+9.7%
3,5000.0%0.01%
+9.1%
NTAP BuyNETAPP INC$327,385
+45.7%
5,127
+37.0%
0.01%
+50.0%
SMMU SellPIMCO ETF TRshtrm mun bd act$318,542
-44.1%
6,399
-44.6%
0.01%
-42.9%
TIP SellISHARES TRtips bd etf$337,765
-33.4%
3,064
-35.7%
0.01%
-33.3%
SPHY SellSPDR SER TRportfli high yld$338,326
+1.6%
14,723
-1.2%
0.01%0.0%
IWR SellISHARES TRrus mid cap etf$319,172
+2.4%
4,565
-1.2%
0.01%
+9.1%
IJK SellISHARES TRs&p mc 400gr etf$324,020
+0.9%
4,531
-3.6%
0.01%0.0%
PTLC  PACER FDS TRtrendp us lar cp$333,191
+1.5%
8,7520.0%0.01%0.0%
VRSK BuyVERISK ANALYTICS INC$342,192
+36.1%
1,784
+25.2%
0.01%
+33.3%
TXT SellTEXTRON INC$332,102
-4.3%
4,702
-4.1%
0.01%
-7.7%
APD BuyAIR PRODS & CHEMS INC$321,915
-3.8%
1,121
+3.2%
0.01%0.0%
CSX BuyCSX CORP$330,452
+22.8%
11,037
+27.1%
0.01%
+20.0%
GNRC BuyGENERAC HLDGS INC$323,058
+16.5%
2,991
+8.6%
0.01%
+20.0%
ISMD NewNORTHERN LTS FD TR IVinspire sml/ mid$338,74010,913
+100.0%
0.01%
IJT BuyISHARES TRs&p sml 600 gwt$314,312
+4.9%
2,859
+3.1%
0.01%0.0%
MU SellMICRON TECHNOLOGY INC$293,634
-17.1%
4,866
-31.3%
0.01%
-15.4%
AGNC SellAGNC INVT CORP$308,448
-3.8%
30,600
-1.2%
0.01%
-8.3%
HYG NewISHARES TRiboxx hi yd etf$297,9433,944
+100.0%
0.01%
TOL BuyTOLL BROTHERS INC$310,886
+20.3%
5,179
+0.0%
0.01%
+22.2%
SNPS BuySYNOPSYS INC$295,868
+40.4%
766
+16.1%
0.01%
+37.5%
MLM SellMARTIN MARIETTA MATLS INC$295,878
+4.6%
833
-0.5%
0.01%
+10.0%
SYY SellSYSCO CORP$303,110
-13.5%
3,925
-14.4%
0.01%
-15.4%
KLAC BuyKLA CORP$305,535
+7.3%
765
+1.3%
0.01%
+10.0%
REGN NewREGENERON PHARMACEUTICALS$294,158358
+100.0%
0.01%
 BELPOINTE PREP LLCunit rp ltd lb a$295,470
-6.2%
3,1500.0%0.01%0.0%
PDD BuyPDD HOLDINGS INCsponsored ads$308,382
-6.3%
4,063
+0.7%
0.01%
-8.3%
CINF BuyCINCINNATI FINL CORP$310,462
+14.9%
2,770
+4.9%
0.01%
+10.0%
DOV  DOVER CORP$315,124
+12.2%
2,0740.0%0.01%
+10.0%
EOG SellEOG RES INC$295,402
-17.5%
2,577
-6.8%
0.01%
-15.4%
ETR BuyENTERGY CORP NEW$311,544
+3.5%
2,892
+8.1%
0.01%0.0%
WWJD NewNORTHERN LTS FD TR IVinspire intl etf$316,02611,413
+100.0%
0.01%
VT  VANGUARD INTL EQUITY INDEX Ftt wrld st etf$295,563
+6.8%
3,2100.0%0.01%
+10.0%
HIG BuyHARTFORD FINL SVCS GROUP INC$301,270
-0.4%
4,323
+8.3%
0.01%0.0%
PGHY NewINVESCO EXCH TRADED FD TR IIgbl srt trm hy$314,60316,360
+100.0%
0.01%
IWS SellISHARES TRrus mdcp val etf$314,683
-7.8%
2,963
-8.6%
0.01%
-8.3%
IYJ NewISHARES TRus industrials$312,4363,119
+100.0%
0.01%
DOW SellDOW INC$264,682
-26.2%
4,828
-32.1%
0.01%
-23.1%
PXD BuyPIONEER NAT RES CO$265,473
-9.2%
1,300
+1.6%
0.01%
-9.1%
PTBD BuyPACER FDS TRtrendpilot us bd$271,432
+0.9%
13,491
+0.8%
0.01%0.0%
MELI NewMERCADOLIBRE INC$279,429212
+100.0%
0.01%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$275,062
-54.3%
2,957
-63.4%
0.01%
-54.5%
TFC SellTRUIST FINL CORP$271,207
-43.8%
7,953
-29.1%
0.01%
-41.2%
GDXJ SellVANECK ETF TRUSTjunior gold mine$265,125
-29.5%
6,712
-36.3%
0.01%
-28.6%
IP NewINTERNATIONAL PAPER CO$273,3257,580
+100.0%
0.01%
FSMD  FIDELITY COVINGTON TRUSTsml mid mltfct$262,596
+3.0%
8,1400.0%0.01%
+11.1%
BuyFS CREDIT OPPORTUNITIES CORP$288,260
+77.0%
64,924
+87.7%
0.01%
+66.7%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$268,085
+3.0%
5,0870.0%0.01%
+11.1%
DEO BuyDIAGEO PLCspon adr new$270,420
+4.0%
1,493
+2.3%
0.01%
+11.1%
DVN SellDEVON ENERGY CORP NEW$268,967
-66.1%
5,315
-58.8%
0.01%
-65.5%
DAL SellDELTA AIR LINES INC DEL$278,867
-3.4%
7,986
-9.1%
0.01%0.0%
DBJP  DBX ETF TRxtrack msci japn$267,362
+10.7%
5,0250.0%0.01%
+11.1%
CTVA SellCORTEVA INC$275,259
-1.4%
4,564
-3.9%
0.01%0.0%
AXON NewAXON ENTERPRISE INC$282,1871,255
+100.0%
0.01%
ADSK BuyAUTODESK INC$285,804
+19.6%
1,373
+7.3%
0.01%
+11.1%
AMKR SellAMKOR TECHNOLOGY INC$264,203
+6.7%
10,154
-1.6%
0.01%
+11.1%
NXPI SellNXP SEMICONDUCTORS N V$263,492
+7.1%
1,413
-9.2%
0.01%
+11.1%
TFI SellSPDR SER TRnuveen blmbrg mu$267,178
-39.0%
5,707
-40.6%
0.01%
-37.5%
PLD BuyPROLOGIS INC.$256,474
+20.0%
2,056
+8.4%
0.01%
+12.5%
EQRR  PROSHARES TReqts for risin$256,485
-2.8%
5,2000.0%0.01%
-10.0%
LULU SellLULULEMON ATHLETICA INC$233,810
-22.8%
642
-32.1%
0.01%
-18.2%
RFG  INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr$251,815
+2.3%
1,3750.0%0.01%0.0%
MKC BuyMCCORMICK & CO INC$251,710
+1.2%
3,025
+0.8%
0.01%0.0%
DSI  ISHARES TRmsci kld400 soc$249,724
+8.6%
3,2020.0%0.01%
+12.5%
IEV NewISHARES TReurope etf$254,0025,078
+100.0%
0.01%
MNA SellINDEXIQ ETF TRiq mrgr arb etf$242,918
-53.0%
7,680
-52.9%
0.01%
-52.6%
HRL SellHORMEL FOODS CORP$247,720
-14.1%
6,212
-1.9%
0.01%
-10.0%
NEP BuyNEXTERA ENERGY PARTNERS LP$242,886
-7.3%
3,998
+6.9%
0.01%0.0%
QQQX  NUVEEN NASDAQ 100 DYNAMIC OV$234,612
+17.2%
9,8000.0%0.01%
+28.6%
FPE SellFIRST TR EXCH TRADED FD IIIpfd secs inc etf$246,414
-9.8%
15,439
-5.1%
0.01%
-10.0%
SUB BuyISHARES TRshrt nat mun etf$239,864
+6.6%
2,291
+6.2%
0.01%
+12.5%
IPAY NewETF MANAGERS TRprime mobile pay$238,4365,722
+100.0%
0.01%
DNP SellDNP SELECT INCOME FD INC$236,572
-2.4%
21,468
-0.4%
0.01%0.0%
DIA SellSPDR DOW JONES INDL AVERAGEut ser 1$238,881
-61.5%
718
-61.6%
0.01%
-59.1%
CCI BuyCROWN CASTLE INC$257,777
-1.2%
1,926
+0.1%
0.01%0.0%
HYMB SellSPDR SER TRnuveen bloomberg$237,930
-77.2%
9,502
-55.3%
0.01%
-76.3%
CLX SellCLOROX CO DEL$236,722
-1.4%
1,496
-12.6%
0.01%0.0%
VIAC BuyPARAMOUNT GLOBAL$237,948
+32.6%
10,666
+0.4%
0.01%
+50.0%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$246,872
-17.4%
7,094
-23.6%
0.01%
-18.2%
CDNS NewCADENCE DESIGN SYSTEM INC$248,7471,184
+100.0%
0.01%
BR NewBROADRIDGE FINL SOLUTIONS IN$254,9721,740
+100.0%
0.01%
SJM SellSMUCKER J M CO$237,740
-7.1%
1,511
-6.5%
0.01%0.0%
PWR NewQUANTA SVCS INC$255,1261,531
+100.0%
0.01%
LOVE NewLOVESAC COMPANY$256,7488,884
+100.0%
0.01%
ROP BuyROPER TECHNOLOGIES INC$250,093
+5.5%
568
+3.6%
0.01%0.0%
FTSL NewFIRST TR EXCHANGE-TRADED FDsenior ln fd$232,5345,140
+100.0%
0.01%
FREL BuyFIDELITY COVINGTON TRUSTmsci rl est etf$210,345
+0.6%
8,444
+0.2%
0.01%0.0%
IEO NewISHARES TRus oil gs ex etf$229,0272,669
+100.0%
0.01%
NUMG  NUSHARES ETF TRnuveen esg midcp$232,782
+8.6%
6,0890.0%0.01%0.0%
IWO BuyISHARES TRrus 2000 grw etf$220,641
+7.7%
973
+1.9%
0.01%
+14.3%
ECL NewECOLAB INC$217,5061,314
+100.0%
0.01%
BHC BuyBAUSCH HEALTH COS INC$208,753
+35.2%
25,772
+4.8%
0.01%
+33.3%
OXY NewOCCIDENTAL PETE CORP$217,0123,476
+100.0%
0.01%
SON BuySONOCO PRODS CO$213,744
+5.9%
3,504
+5.4%
0.01%
+14.3%
JPMB SellJ P MORGAN EXCHANGE TRADED Fusd emrng mkt$221,663
-74.7%
5,640
-75.1%
0.01%
-75.0%
SWN SellSOUTHWESTERN ENERGY CO$227,965
-19.4%
45,593
-5.7%
0.01%
-20.0%
PDT SellHANCOCK JOHN PREM DIVID FD$224,550
-10.9%
18,124
-7.0%
0.01%
-11.1%
RILY SellB. RILEY FINANCIAL INC$220,718
-18.7%
7,774
-2.1%
0.01%
-20.0%
BCE SellBCE INC$228,757
-3.7%
5,107
-5.5%
0.01%
-11.1%
KHC SellKRAFT HEINZ CO$218,734
-12.5%
5,656
-7.9%
0.01%
-11.1%
SCI NewSERVICE CORP INTL$213,7143,107
+100.0%
0.01%
ARKQ SellARK ETF TRautnmus technlgy$230,650
+10.3%
4,586
-10.0%
0.01%0.0%
BIL SellSPDR SER TRbloomberg 1-3 mo$221,745
-50.0%
2,415
-50.2%
0.01%
-50.0%
NNN SellNATIONAL RETAIL PROPERTIES I$216,070
-7.3%
4,894
-4.0%
0.01%0.0%
SCHJ SellSCHWAB STRATEGIC TR1 5yr corp bd$202,579
-39.4%
4,259
-40.3%
0.01%
-41.7%
STOT SellSSGA ACTIVE TRspdr dbleln shrt$205,620
-57.9%
4,428
-58.2%
0.01%
-61.1%
ATO BuyATMOS ENERGY CORP$203,927
+0.9%
1,815
+0.6%
0.01%0.0%
LYB SellLYONDELLBASELL INDUSTRIES N$203,929
-38.2%
2,172
-45.4%
0.01%
-41.7%
ET SellENERGY TRANSFER L P$184,379
-59.3%
14,786
-61.3%
0.01%
-56.2%
IVLU NewISHARES TRmsci intl vlu ft$203,7998,221
+100.0%
0.01%
HIE BuyMILLER HOWARD HIGH INC EQTY$154,479
+3.0%
15,371
+7.1%
0.01%
+20.0%
AMCR BuyAMCOR PLCord$152,503
-2.4%
13,401
+2.1%
0.01%0.0%
HPI  HANCOCK JOHN PFD INCOME FDsh ben int$165,200
-0.3%
10,3250.0%0.01%0.0%
ETV SellEATON VANCE TAX-MANAGED BUY-$153,947
+2.8%
12,189
-0.0%
0.01%
+20.0%
BuyLYFT INCnote 1.500% 5/1$176,083
+14.3%
200,000
+14.3%
0.01%0.0%
PSMC SellINVESCO ACTIVELY MANAGED ETFcnsrtv mlt ast$170,209
+0.0%
13,975
-2.4%
0.01%0.0%
KEY BuyKEYCORP$177,509
-26.0%
14,178
+2.9%
0.01%
-33.3%
CCL SellCARNIVAL CORP$123,846
-27.4%
12,202
-42.3%
0.01%
-16.7%
POWW BuyAMMO INC$132,171
+14.3%
67,092
+0.3%
0.01%
+25.0%
FOF  COHEN & STEERS CLOSED-END OP$133,537
+4.9%
12,1840.0%0.01%0.0%
WU SellWESTERN UN CO$143,460
-40.6%
12,866
-26.7%
0.01%
-44.4%
ZDGE SellZEDGE INCcl b$120,608
+7.3%
61,850
-3.1%
0.00%0.0%
 JOBY AVIATION INC$100,471
+29.6%
23,1500.0%0.00%
+33.3%
PLUG SellPLUG POWER INC$122,744
-27.9%
10,473
-23.9%
0.00%
-33.3%
MIRO  MIROMATRIX MED INC$102,312
-43.8%
60,9000.0%0.00%
-42.9%
GDRX  GOODRX HLDGS INC$113,838
+34.1%
18,2140.0%0.00%
+33.3%
FPL  FST TR NEW OPPORT MLP & ENE$98,198
-1.2%
16,4210.0%0.00%0.0%
SOFI NewSOFI TECHNOLOGIES INC$74,46712,268
+100.0%
0.00%
DBD BuyDIEBOLD NIXDORF INC$90,240
+31.8%
75,200
+56.0%
0.00%
+50.0%
 ARES CAPITAL CORPnote 4.625% 3/0$70,482
-5.1%
70,0000.0%0.00%0.0%
PCF  HIGH INCOME SECS FD$95,1410.0%14,6370.0%0.00%0.0%
SellTRAEGER INC$63,882
+44.4%
15,543
-1.0%
0.00%0.0%
REKR SellREKOR SYSTEMS INC$55,370
+2.5%
44,296
-1.6%
0.00%0.0%
BuyDURECT CORP$47,964
+37.4%
10,588
+5.0%
0.00%
+100.0%
IBRX NewIMMUNITYBIO INC$43,31623,800
+100.0%
0.00%
AQMS SellAQUA METALS INC$41,375
-20.5%
41,375
-0.7%
0.00%0.0%
TLRY BuyTILRAY BRANDS INC$35,276
+1.3%
13,943
+7.7%
0.00%0.0%
FCEL SellFUELCELL ENERGY INC$28,500
-0.5%
10,000
-2.9%
0.00%0.0%
WTT  WIRELESS TELECOM GROUP INC$23,865
+3.4%
12,9000.0%0.00%0.0%
VIRC  VIRCO MFG CO$40,854
-12.4%
10,3170.0%0.00%
-50.0%
OPEN SellOPENDOOR TECHNOLOGIES INC$17,978
-35.6%
10,215
-57.6%
0.00%0.0%
LUMN BuyLUMEN TECHNOLOGIES INC$35,429
-42.5%
13,370
+13.4%
0.00%
-50.0%
CDE  COEUR MNG INC$39,900
+18.8%
10,0000.0%0.00%0.0%
VSTM SellVERASTEM INC$18,807
-29.0%
45,296
-31.2%
0.00%0.0%
CLSD ExitCLEARSIDE BIOMEDICAL INC$0-11,000
-100.0%
0.00%
 INTERCEPT PHARMACEUTICALS INnote 3.250% 7/0$9,8000.0%10,0000.0%0.00%
ONCT ExitONCTERNAL THERAPEUTICS INC$0-10,000
-100.0%
0.00%
SURF ExitSURFACE ONCOLOGY INC$0-11,000
-100.0%
0.00%
WATT  ENERGOUS CORP$10,814
-35.4%
20,0250.0%0.00%
-100.0%
OCX  ONCOCYTE CORP$11,341
+10.4%
32,0000.0%0.00%
 DISH NETWORK CORPORATIONnote 3.375% 8/1$13,324
-18.4%
26,0000.0%0.00%
-100.0%
VFF SellVILLAGE FARMS INTL INC$10,568
-40.4%
12,733
-3.8%
0.00%
-100.0%
BNGO  BIONANO GENOMICS INC$12,210
-24.0%
11,0000.0%0.00%
-100.0%
YCBD ExitCBDMD INC$0-17,100
-100.0%
0.00%
ExitBITNILE HOLDINGS INC$0-13,200
-100.0%
0.00%
ExitJAGUAR HEALTH INC$0-29,000
-100.0%
0.00%
SHIP ExitSEANERGY MARITIME HLDGS CORP$0-11,250
-100.0%
0.00%
INFI ExitINFINITY PHARMACEUTICALS INC$0-20,600
-100.0%
0.00%
LPCN ExitLIPOCINE INC NEW$0-29,901
-100.0%
0.00%
ADVM ExitADVERUM BIOTECHNOLOGIES INC$0-10,000
-100.0%
0.00%
PAVM ExitPAVMED INC$0-16,400
-100.0%
0.00%
SIOX ExitSIO GENE THERAPIES INC$0-15,750
-100.0%
0.00%
 STRYVE FOODS INC$11,155
-33.4%
23,0000.0%0.00%
-100.0%
AMRN ExitAMARIN CORP PLCspons adr new$0-13,000
-100.0%
-0.00%
Exit9 METERS BIOPHARMA INC$0-25,000
-100.0%
-0.00%
WKHS ExitWORKHORSE GROUP INC$0-10,065
-100.0%
-0.00%
PXLW ExitPIXELWORKS INC$0-10,000
-100.0%
-0.00%
SEEL ExitSEELOS THERAPEUTICS INC$0-50,000
-100.0%
-0.00%
ExitSNDL INC$0-24,157
-100.0%
-0.00%
GERN ExitGERON CORP$0-17,700
-100.0%
-0.00%
HBI ExitHANESBRANDS INC$0-11,895
-100.0%
-0.00%
HUYA ExitHUYA INC$0-23,385
-100.0%
-0.00%
PMT ExitPENNYMAC MTG INVT TR$0-10,573
-100.0%
-0.01%
YYY ExitAMPLIFY ETF TR$0-11,513
-100.0%
-0.01%
AAL ExitAMERICAN AIRLS GROUP INC$0-10,309
-100.0%
-0.01%
SCM ExitSTELLUS CAP INVT CORP$0-10,000
-100.0%
-0.01%
MAG ExitMAG SILVER CORP$0-10,100
-100.0%
-0.01%
MARA ExitMARATHON DIGITAL HOLDINGS IN$0-48,070
-100.0%
-0.01%
ATVI ExitACTIVISION BLIZZARD INC$0-2,622
-100.0%
-0.01%
GHY ExitPGIM GLOBAL HIGH YIELD FD FO$0-17,396
-100.0%
-0.01%
JGH ExitNUVEEN GLOBAL HIGH INCOME FD$0-16,259
-100.0%
-0.01%
BDJ ExitBLACKROCK ENHANCED EQUITY DI$0-20,365
-100.0%
-0.01%
HDSN ExitHUDSON TECHNOLOGIES INC$0-20,000
-100.0%
-0.01%
SCHP ExitSCHWAB STRATEGIC TRus tips etf$0-3,919
-100.0%
-0.01%
UTG ExitREAVES UTIL INCOME FD$0-7,524
-100.0%
-0.01%
SPMV ExitINVESCO EXCH TRADED FD TR IIs&p500 min var$0-5,741
-100.0%
-0.01%
CHTR ExitCHARTER COMMUNICATIONS INC Ncl a$0-629
-100.0%
-0.01%
LOGI ExitLOGITECH INTL S A$0-3,745
-100.0%
-0.01%
VGLT ExitVANGUARD SCOTTSDALE FDSlong term treas$0-3,498
-100.0%
-0.01%
SMLF ExitISHARES TRmsci usa sml cp$0-4,294
-100.0%
-0.01%
ADM ExitARCHER DANIELS MIDLAND CO$0-2,249
-100.0%
-0.01%
QYLD ExitGLOBAL X FDSnasdaq 100 cover$0-14,667
-100.0%
-0.01%
GAL ExitSSGA ACTIVE ETF TRglobl allo etf$0-5,836
-100.0%
-0.01%
ALL ExitALLSTATE CORP$0-1,540
-100.0%
-0.01%
EMQQ ExitEXCHANGE TRADED CONCEPTS TRemqq em intern$0-7,481
-100.0%
-0.01%
AX ExitAXOS FINANCIAL INC$0-6,362
-100.0%
-0.01%
NCBS ExitNICOLET BANKSHARES INC$0-3,072
-100.0%
-0.01%
ENPH ExitENPHASE ENERGY INC$0-953
-100.0%
-0.01%
BFC ExitBANK FIRST CORP$0-2,574
-100.0%
-0.01%
ZM ExitZOOM VIDEO COMMUNICATIONS INcl a$0-3,902
-100.0%
-0.01%
WBA ExitWALGREENS BOOTS ALLIANCE INC$0-7,070
-100.0%
-0.01%
PFF ExitISHARES TRpfd and incm sec$0-9,019
-100.0%
-0.01%
UAL ExitUNITED AIRLS HLDGS INC$0-6,999
-100.0%
-0.01%
CME ExitCME GROUP INC$0-1,585
-100.0%
-0.01%
FFIN ExitFIRST FINL BANKSHARES INC$0-8,044
-100.0%
-0.01%
MINT ExitPIMCO ETF TRenhan shrt ma ac$0-2,733
-100.0%
-0.01%
ExitSHELL PLCspon ads$0-5,511
-100.0%
-0.01%
NMRK ExitNEWMARK GROUP INCcl a$0-38,632
-100.0%
-0.01%
NIO ExitNIO INCspon ads$0-30,391
-100.0%
-0.01%
EPI ExitWISDOMTREE TRindia erngs fd$0-9,270
-100.0%
-0.01%
ISCG ExitISHARES TRmrgstr sm cp gr$0-9,475
-100.0%
-0.01%
SCHX ExitSCHWAB STRATEGIC TRus lrg cap etf$0-7,212
-100.0%
-0.01%
AINV ExitMIDCAP FINANCIAL INVSTMNT CO$0-30,137
-100.0%
-0.01%
BIBL ExitNORTHERN LTS FD TR IVinspire 100 etf$0-10,756
-100.0%
-0.01%
TQQQ ExitPROSHARES TRput$0-1,083
-100.0%
-0.01%
VMD ExitVIEMED HEALTHCARE INC$0-49,146
-100.0%
-0.01%
VGI ExitVIRTUS GLOBAL MULTI-SECTOR I$0-45,886
-100.0%
-0.01%
PSR ExitINVESCO ACTIVELY MANAGED ETFactive us real$0-4,093
-100.0%
-0.01%
ANGL ExitVANECK ETF TRUSTfallen angel hg$0-13,714
-100.0%
-0.01%
ExitCREDIT SUISSE NASSAU BRANCHxlink crd etn37$0-4,474
-100.0%
-0.01%
PRU ExitPRUDENTIAL FINL INC$0-3,559
-100.0%
-0.01%
C ExitCITIGROUP INC$0-8,324
-100.0%
-0.01%
AZO ExitAUTOZONE INC$0-153
-100.0%
-0.01%
AMRS ExitAMYRIS INC$0-245,264
-100.0%
-0.01%
HRB ExitBLOCK H & R INC$0-11,246
-100.0%
-0.02%
ExitASCENT SOLAR TECHNOLOGIES IN$0-249,950
-100.0%
-0.02%
UAA ExitUNDER ARMOUR INCcl a$0-41,192
-100.0%
-0.02%
IUSG ExitISHARES TRcore s&p us gwt$0-5,385
-100.0%
-0.02%
JQUA ExitJ P MORGAN EXCHANGE TRADED Fus qualty fctr$0-11,576
-100.0%
-0.02%
GM ExitGENERAL MTRS CO$0-13,161
-100.0%
-0.02%
LYFT ExitLYFT INC$0-40,062
-100.0%
-0.02%
TSCO ExitTRACTOR SUPPLY CO$0-1,994
-100.0%
-0.02%
BTI ExitBRITISH AMERN TOB PLCsponsored adr$0-12,002
-100.0%
-0.02%
SHYD ExitVANECK ETF TRUSTshrt hgh yld mun$0-21,507
-100.0%
-0.02%
CMF ExitISHARES TRcalif mun bd etf$0-8,390
-100.0%
-0.02%
JPST ExitJ P MORGAN EXCHANGE TRADED Fultra shrt inc$0-9,926
-100.0%
-0.02%
MMP ExitMAGELLAN MIDSTREAM PRTNRS LP$0-9,646
-100.0%
-0.02%
QLVE ExitFLEXSHARES TRemrg mkt qt lw$0-23,142
-100.0%
-0.02%
WSBC ExitWESBANCO INC$0-14,984
-100.0%
-0.02%
SCHR ExitSCHWAB STRATEGIC TRint-trm u.s tres$0-11,786
-100.0%
-0.02%
MGM ExitMGM RESORTS INTERNATIONAL$0-19,059
-100.0%
-0.02%
PHK ExitPIMCO HIGH INCOME FD$0-135,227
-100.0%
-0.02%
SCHM ExitSCHWAB STRATEGIC TRus mid-cap etf$0-9,694
-100.0%
-0.02%
UBER ExitUBER TECHNOLOGIES INC$0-27,820
-100.0%
-0.02%
PFFV ExitGLOBAL X FDSrate preferred$0-31,944
-100.0%
-0.03%
SCHE ExitSCHWAB STRATEGIC TRemrg mkteq etf$0-31,211
-100.0%
-0.03%
ZS ExitZSCALER INC$0-6,561
-100.0%
-0.03%
IYE ExitISHARES TRu.s. energy etf$0-15,909
-100.0%
-0.03%
SCHA ExitSCHWAB STRATEGIC TRus sml cap etf$0-19,185
-100.0%
-0.03%
PSEC ExitPROSPECT CAP CORP$0-109,074
-100.0%
-0.03%
SCHB ExitSCHWAB STRATEGIC TRus brd mkt etf$0-17,270
-100.0%
-0.03%
CI ExitCIGNA CORP NEW$0-2,439
-100.0%
-0.03%
NRZ ExitRITHM CAPITAL CORP$0-100,423
-100.0%
-0.03%
FNDF ExitSCHWAB STRATEGIC TRschwb fdt int lg$0-28,671
-100.0%
-0.03%
PGX ExitINVESCO EXCH TRADED FD TR IIpfd etf$0-77,386
-100.0%
-0.03%
COMT ExitISHARES U S ETF TRgsci cmdty stgy$0-37,416
-100.0%
-0.04%
MTN ExitVAIL RESORTS INC$0-4,554
-100.0%
-0.04%
ICVT ExitISHARES TRconv bd etf$0-15,774
-100.0%
-0.04%
ExitMIND MEDICINE MINDMED INC$0-540,287
-100.0%
-0.04%
PBUS ExitINVESCO EXCH TRADED FD TR IIpurbta msci us$0-35,767
-100.0%
-0.05%
BOND ExitPIMCO ETF TRactive bd etf$0-14,819
-100.0%
-0.05%
FXN ExitFIRST TR EXCHANGE TRADED FDenergy alphadx$0-79,350
-100.0%
-0.05%
WPC ExitWP CAREY INC$0-17,632
-100.0%
-0.05%
BGCP ExitBGC PARTNERS INCcl a$0-481,626
-100.0%
-0.07%
LIN ExitLINDE PLC$0-6,446
-100.0%
-0.08%
UAN ExitCVR PARTNERS LP$0-26,293
-100.0%
-0.10%
DLB ExitDOLBY LABORATORIES INC$0-37,622
-100.0%
-0.10%
BTU ExitPEABODY ENERGY CORP$0-300,579
-100.0%
-0.29%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-04-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS24Q3 202334.4%
PROSHARES TRUST PROSHARES LARGE CAP CORE PLUS24Q3 202329.5%
ISHARES TR24Q3 202310.9%
VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF24Q3 202312.1%
UNITED PARCEL SERVICE INC24Q3 202311.6%
VANGUARD S&P24Q3 20238.4%
APPLE INC24Q3 20232.7%
MICROSOFT CORP24Q3 20231.7%
AMAZON COM INC24Q3 20230.9%
JOHNSON & JOHNSON24Q3 20230.6%

View Merit Financial Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-11-07
13F-HR2023-08-01
13F-HR2023-04-24
13F-HR2023-01-13
13F-HR2022-10-31
13F-HR2022-08-08
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-10-27

View Merit Financial Group, LLC's complete filings history.

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