$1.05 Billion is the total value of Capital Analysts, LLC's 757 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $100,673,000 | +16.6% | 299,568 | +7.4% | 9.57% | +5.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $63,593,000 | +15.5% | 1,616,082 | +6.4% | 6.04% | +4.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $49,959,000 | +5.9% | 423,168 | +6.1% | 4.75% | -4.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $44,661,000 | +5.9% | 591,621 | -2.6% | 4.24% | -4.2% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $42,945,000 | +7.3% | 2,284,297 | +1.4% | 4.08% | -3.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $40,793,000 | +9.7% | 676,730 | +4.0% | 3.88% | -0.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $31,244,000 | +8.3% | 168,603 | +3.9% | 2.97% | -2.1% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $26,134,000 | +7.2% | 449,156 | +6.4% | 2.48% | -3.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $23,830,000 | +7.2% | 233,717 | +6.9% | 2.26% | -3.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $18,934,000 | +10.8% | 358,591 | -0.1% | 1.80% | +0.2% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $18,060,000 | +7.8% | 585,018 | +5.2% | 1.72% | -2.6% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $16,714,000 | +5.8% | 137,204 | +5.8% | 1.59% | -4.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $15,719,000 | +17.5% | 313,694 | +5.3% | 1.49% | +6.3% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $15,290,000 | +10.3% | 558,444 | +7.1% | 1.45% | -0.2% |
| AAPL | Buy | APPLE INC | $15,293,000 | +58.2% | 132,053 | +398.4% | 1.45% | +43.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $13,815,000 | +11.9% | 314,337 | +9.2% | 1.31% | +1.2% |
| MSFT | Buy | MICROSOFT CORP | $13,374,000 | +19.8% | 63,587 | +15.9% | 1.27% | +8.4% |
| MUB | Buy | ISHARES TRnational mun etf | $13,150,000 | +13.1% | 113,429 | +12.6% | 1.25% | +2.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $11,387,000 | -5.6% | 178,678 | -10.2% | 1.08% | -14.7% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $10,704,000 | +9.0% | 291,194 | +8.3% | 1.02% | -1.5% |
| GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $9,520,000 | +10.5% | 214,172 | +8.8% | 0.90% | 0.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $8,580,000 | +11.4% | 77,378 | +9.7% | 0.82% | +0.7% |
| MBB | Buy | ISHARES TRmbs etf | $8,162,000 | +8.0% | 73,932 | +8.3% | 0.78% | -2.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,943,000 | +13.4% | 49,954 | -2.5% | 0.66% | +2.6% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $6,862,000 | +12.7% | 114,744 | +11.8% | 0.65% | +1.9% |
| LGLV | Sell | SPDR SER TRssga us lrg etf | $6,867,000 | -9.2% | 63,365 | -14.5% | 0.65% | -18.0% |
| DHI | Sell | D R HORTON INC | $5,895,000 | +30.2% | 77,945 | -4.5% | 0.56% | +17.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,778,000 | +12.4% | 11,781 | -0.2% | 0.55% | +1.7% |
| V | Buy | VISA INC | $5,752,000 | +11.4% | 28,765 | +7.6% | 0.55% | +0.7% |
| ZTS | Sell | ZOETIS INCcl a | $5,688,000 | +16.5% | 34,396 | -3.4% | 0.54% | +5.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $5,637,000 | +18.5% | 18,925 | -3.9% | 0.54% | +7.2% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $5,601,000 | -4.0% | 82,206 | -6.9% | 0.53% | -13.2% |
| ROL | Sell | ROLLINS INC | $5,598,000 | +22.4% | 103,294 | -4.2% | 0.53% | +10.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $5,480,000 | -7.3% | 22,670 | -0.9% | 0.52% | -16.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $5,362,000 | +9.3% | 23,203 | -1.9% | 0.51% | -1.4% |
| ABT | Sell | ABBOTT LABS | $5,149,000 | +15.9% | 47,308 | -2.7% | 0.49% | +4.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $5,134,000 | +19.0% | 110,991 | +0.2% | 0.49% | +7.7% |
| CP | Sell | CANADIAN PAC RY LTD | $5,140,000 | +17.7% | 16,886 | -1.3% | 0.49% | +6.3% |
| FB | Sell | FACEBOOK INCcl a | $5,079,000 | +14.6% | 19,392 | -0.7% | 0.48% | +3.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $5,058,000 | +13.8% | 44,985 | +12.9% | 0.48% | +3.0% |
| MRK | Sell | MERCK & CO. INC | $4,747,000 | +4.2% | 57,222 | -2.9% | 0.45% | -5.8% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $4,596,000 | +2.4% | 56,779 | -4.0% | 0.44% | -7.4% |
| ORCL | Sell | ORACLE CORP | $4,568,000 | +7.0% | 76,510 | -1.0% | 0.43% | -3.3% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $4,480,000 | +8.3% | 44,776 | -0.8% | 0.43% | -1.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $4,467,000 | +14.1% | 13,208 | -0.2% | 0.42% | +3.2% |
| AMZN | Buy | AMAZON COM INC | $4,465,000 | +40.6% | 1,418 | +23.2% | 0.42% | +26.9% |
| WM | Sell | WASTE MGMT INC DEL | $4,365,000 | +4.0% | 38,571 | -2.7% | 0.42% | -5.9% |
| MDT | Sell | MEDTRONIC PLC | $4,250,000 | +12.8% | 40,896 | -0.5% | 0.40% | +2.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $4,183,000 | +13.7% | 83,868 | +13.7% | 0.40% | +2.8% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $4,058,000 | +6.0% | 58,909 | -6.9% | 0.39% | -4.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,034,000 | +12.3% | 14,520 | +0.1% | 0.38% | +1.3% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $4,021,000 | +11.8% | 25,645 | -0.1% | 0.38% | +1.1% |
| ANTM | Buy | ANTHEM INC | $3,885,000 | +2.2% | 14,464 | +0.0% | 0.37% | -7.8% |
| MS | Sell | MORGAN STANLEY | $3,864,000 | -0.5% | 79,910 | -0.6% | 0.37% | -10.0% |
| BDX | Sell | BECTON DICKINSON & CO | $3,833,000 | -3.4% | 16,472 | -0.7% | 0.36% | -12.7% |
| WMT | Sell | WALMART INC | $3,769,000 | +10.5% | 26,941 | -5.4% | 0.36% | 0.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,735,000 | +1.8% | 11,979 | -3.7% | 0.36% | -7.8% |
| T | Buy | AT&T INC | $3,711,000 | -4.9% | 130,178 | +0.8% | 0.35% | -13.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $3,694,000 | +3.0% | 45,198 | +0.3% | 0.35% | -6.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,686,000 | -1.2% | 64,053 | +5.8% | 0.35% | -10.7% |
| PTON | Buy | PELOTON INTERACTIVE INC | $3,583,000 | +77.9% | 36,102 | +3.6% | 0.34% | +60.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,548,000 | +4.0% | 23,832 | -1.7% | 0.34% | -5.9% |
| CHD | Sell | CHURCH & DWIGHT INC | $3,426,000 | +13.4% | 36,565 | -6.5% | 0.33% | +2.5% |
| CVX | Sell | CHEVRON CORP NEW | $3,435,000 | -20.2% | 47,706 | -1.1% | 0.33% | -27.9% |
| LOW | Sell | LOWES COS INC | $3,401,000 | +17.4% | 20,503 | -4.3% | 0.32% | +6.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,392,000 | -5.6% | 24,317 | +0.7% | 0.32% | -14.8% |
| PEP | Sell | PEPSICO INC | $3,374,000 | +1.9% | 24,346 | -2.8% | 0.32% | -7.8% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $3,347,000 | -10.7% | 80,337 | -11.2% | 0.32% | -19.3% |
| GLD | Buy | SPDR GOLD TR | $3,326,000 | +7.4% | 18,777 | +1.4% | 0.32% | -3.1% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $3,309,000 | +3.4% | 56,091 | -6.0% | 0.31% | -6.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $3,235,000 | +1.2% | 19,046 | +1.1% | 0.31% | -8.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,178,000 | +7.6% | 33,008 | +5.2% | 0.30% | -2.6% |
| COP | Buy | CONOCOPHILLIPS | $3,094,000 | -20.7% | 94,221 | +1.4% | 0.29% | -28.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $3,027,000 | +10.0% | 16,076 | -3.0% | 0.29% | -0.3% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,995,000 | +8.6% | 14,215 | +2.6% | 0.28% | -1.7% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $2,920,000 | -5.7% | 28,412 | -3.4% | 0.28% | -14.8% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,869,000 | +16.0% | 87,935 | +11.1% | 0.27% | +5.0% |
| NEM | Sell | NEWMONT CORP | $2,842,000 | -0.8% | 44,789 | -3.5% | 0.27% | -10.3% |
| ITM | Sell | VANECK VECTORS ETF TRintrmdt muni etf | $2,832,000 | -1.7% | 55,223 | -2.3% | 0.27% | -11.2% |
| DVY | Sell | ISHARES TRselect divid etf | $2,822,000 | -4.3% | 34,608 | -5.3% | 0.27% | -13.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,824,000 | +3.5% | 7,369 | -1.4% | 0.27% | -6.6% |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,735,000 | +8.1% | 19,133 | +2.6% | 0.26% | -2.3% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,643,000 | +4.9% | 90,318 | -1.0% | 0.25% | -5.3% |
| CRM | Buy | SALESFORCE COM INC | $2,618,000 | +66.1% | 10,417 | +23.8% | 0.25% | +50.0% |
| HD | Buy | HOME DEPOT INC | $2,617,000 | +15.6% | 9,425 | +4.3% | 0.25% | +4.6% |
| C | Buy | CITIGROUP INC | $2,604,000 | -11.3% | 60,404 | +5.1% | 0.25% | -20.1% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,501,000 | +9.5% | 10,620 | +3.4% | 0.24% | -0.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,492,000 | +4.3% | 22,158 | +0.4% | 0.24% | -5.6% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $2,407,000 | +0.4% | 11,976 | -1.3% | 0.23% | -9.1% |
| PLD | Sell | PROLOGIS INC. | $2,387,000 | +2.2% | 23,726 | -5.2% | 0.23% | -7.3% |
| EVRG | Sell | EVERGY INC | $2,322,000 | -15.6% | 45,682 | -1.5% | 0.22% | -23.5% |
| DHR | Buy | DANAHER CORPORATION | $2,156,000 | +27.7% | 10,014 | +4.9% | 0.20% | +15.8% |
| SPLK | Buy | SPLUNK INC | $2,105,000 | -1.5% | 11,187 | +4.0% | 0.20% | -11.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,088,000 | +36.8% | 4,729 | +12.3% | 0.20% | +23.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,083,000 | +36.1% | 5,867 | +16.2% | 0.20% | +23.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,078,000 | +32.7% | 9,193 | +26.1% | 0.20% | +19.4% |
| MCD | Sell | MCDONALDS CORP | $2,035,000 | +14.5% | 9,270 | -3.8% | 0.19% | +3.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,014,000 | +6.7% | 6,015 | -1.7% | 0.19% | -3.5% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $2,004,000 | +3.4% | 80,663 | +2.4% | 0.19% | -6.9% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $1,990,000 | -5.7% | 94,392 | -5.2% | 0.19% | -14.9% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,940,000 | +3.4% | 33,594 | +2.2% | 0.18% | -6.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,883,000 | +17.8% | 9,556 | +4.1% | 0.18% | +6.5% |
| AMGN | Buy | AMGEN INC | $1,876,000 | +13.8% | 7,381 | +5.6% | 0.18% | +2.9% |
| EQIX | Buy | EQUINIX INC | $1,860,000 | +13.9% | 2,447 | +5.2% | 0.18% | +2.9% |
| IGIB | Buy | ISHARES TR | $1,853,000 | +2338.2% | 30,469 | +2327.8% | 0.18% | +2100.0% |
| HON | Buy | HONEYWELL INTL INC | $1,834,000 | +17.9% | 11,143 | +3.5% | 0.17% | +6.7% |
| PFE | Sell | PFIZER INC | $1,829,000 | +11.1% | 49,824 | -1.1% | 0.17% | +0.6% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,805,000 | +27.3% | 2,591 | +5.6% | 0.17% | +15.4% |
| SAP | Buy | SAP SEspon adr | $1,793,000 | +17.0% | 11,509 | +5.1% | 0.17% | +5.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,723,000 | +34360.0% | 19,534 | +38202.0% | 0.16% | +16300.0% |
| EA | Buy | ELECTRONIC ARTS INC | $1,722,000 | +4.4% | 13,205 | +5.8% | 0.16% | -5.2% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $1,685,000 | -13.8% | 30,538 | -18.8% | 0.16% | -22.0% |
| ETN | Sell | EATON CORP PLC | $1,681,000 | +9.3% | 16,471 | -6.3% | 0.16% | -1.2% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,633,000 | +3.9% | 31,595 | +3.9% | 0.16% | -6.1% |
| BLK | Buy | BLACKROCK INC | $1,634,000 | +6.8% | 2,899 | +3.1% | 0.16% | -3.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,601,000 | +2034.7% | 7,033 | +1790.6% | 0.15% | +1800.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,584,000 | +8.2% | 26,632 | +0.3% | 0.15% | -1.9% |
| PAYX | Sell | PAYCHEX INC | $1,583,000 | +3.7% | 19,843 | -1.5% | 0.15% | -6.2% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,571,000 | -3.1% | 9,988 | +3.4% | 0.15% | -12.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,572,000 | +29.5% | 17,011 | +27.8% | 0.15% | +16.4% |
| SNPS | Buy | SYNOPSYS INC | $1,561,000 | +16.9% | 7,297 | +6.6% | 0.15% | +5.7% |
| KO | Sell | COCA COLA CO | $1,542,000 | +7.1% | 31,244 | -3.1% | 0.15% | -2.6% |
| NEE | Sell | NEXTERA ENERGY INC | $1,550,000 | +15.2% | 5,585 | -0.3% | 0.15% | +4.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,524,000 | +0.6% | 1,037 | -3.3% | 0.14% | -8.8% |
| HZNP | Buy | HORIZON THERAPEUTICS PUB L | $1,519,000 | +83.5% | 19,550 | +31.2% | 0.14% | +65.5% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $1,517,000 | +15.1% | 25,060 | +7.4% | 0.14% | +4.3% |
| CSCO | Sell | CISCO SYS INC | $1,520,000 | -64.9% | 38,584 | -58.5% | 0.14% | -68.4% |
| NFLX | Buy | NETFLIX INC | $1,504,000 | +17.3% | 3,008 | +6.8% | 0.14% | +5.9% |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $1,508,000 | +5.2% | 15,984 | +1.4% | 0.14% | -5.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,508,000 | +819.5% | 9,058 | +823.3% | 0.14% | +741.2% |
| ADI | Sell | ANALOG DEVICES INC | $1,510,000 | -9.1% | 12,938 | -4.5% | 0.14% | -18.3% |
| FMC | Buy | F M C CORP | $1,504,000 | +13.3% | 14,201 | +6.6% | 0.14% | +2.9% |
| FISV | New | FISERV INC | $1,472,000 | – | 14,288 | +100.0% | 0.14% | – |
| FM | Sell | ISHARES INCmsci frntr100etf | $1,454,000 | +0.8% | 56,817 | -4.7% | 0.14% | -9.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,437,000 | +0.4% | 17,756 | -2.3% | 0.14% | -8.7% |
| CVS | Sell | CVS HEALTH CORP | $1,429,000 | -11.4% | 24,468 | -1.4% | 0.14% | -19.5% |
| MET | Buy | METLIFE INC | $1,436,000 | +4.3% | 38,621 | +2.5% | 0.14% | -6.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,389,000 | -25.6% | 19,778 | -27.6% | 0.13% | -32.7% |
| BAC | Buy | BK OF AMERICA CORP | $1,392,000 | +11.4% | 57,779 | +9.8% | 0.13% | +0.8% |
| CCMP | Buy | CABOT MICROELECTRONICS CORP | $1,370,000 | +9.3% | 9,594 | +6.8% | 0.13% | -1.5% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,353,000 | +15.9% | 33,384 | +0.7% | 0.13% | +4.9% |
| HYDW | Sell | DBX ETF TRxtrackers low | $1,358,000 | -4.2% | 27,309 | -6.0% | 0.13% | -13.4% |
| CFG | Sell | CITIZENS FINL GROUP INC | $1,344,000 | -0.6% | 53,156 | -0.8% | 0.13% | -9.9% |
| DHS | Sell | WISDOMTREE TRus high dividend | $1,317,000 | -0.5% | 21,067 | -0.9% | 0.12% | -10.1% |
| DVYE | Sell | ISHARES INCem mkts div etf | $1,303,000 | -8.5% | 43,278 | -4.8% | 0.12% | -17.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,278,000 | +7.9% | 4,050 | +5.2% | 0.12% | -2.4% |
| OMER | Buy | OMEROS CORP | $1,200,000 | +10.1% | 118,767 | +60.4% | 0.11% | -0.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,188,000 | +18.2% | 6,269 | +9.1% | 0.11% | +6.6% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,167,000 | +18.1% | 30,538 | +8.5% | 0.11% | +6.7% |
| EXC | Buy | EXELON CORP | $1,138,000 | -1.0% | 31,821 | +0.4% | 0.11% | -10.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,118,000 | +2842.1% | 13,493 | +2833.3% | 0.11% | +2550.0% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $1,112,000 | +4.9% | 3,190 | +4.4% | 0.11% | -4.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,107,000 | +609.6% | 20,017 | +563.5% | 0.10% | +556.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,109,000 | +5.7% | 8,013 | +14.2% | 0.10% | -4.5% |
| IQDG | Buy | WISDOMTREE TRintl qulty div | $1,083,000 | +15.7% | 33,225 | +7.0% | 0.10% | +5.1% |
| DISCA | Buy | DISCOVERY INC | $1,044,000 | +12.9% | 47,945 | +9.4% | 0.10% | +2.1% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,029,000 | -0.2% | 7,629 | -1.6% | 0.10% | -9.3% |
| SOXX | Sell | ISHARES TRphlx semicnd etf | $1,000,000 | -1.8% | 3,284 | -12.6% | 0.10% | -11.2% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $994,000 | +0.1% | 26,098 | -2.1% | 0.09% | -9.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $977,000 | +12.3% | 26,734 | +2.8% | 0.09% | +2.2% |
| INTC | Buy | INTEL CORP | $954,000 | +113.4% | 18,430 | +147.0% | 0.09% | +93.6% |
| NVDA | Buy | NVIDIA CORPORATION | $952,000 | +208.1% | 1,759 | +116.1% | 0.09% | +181.2% |
| PFF | Sell | ISHARES TRpfd and incm sec | $937,000 | -0.8% | 25,702 | -5.8% | 0.09% | -10.1% |
| WCLD | Buy | WISDOMTREE TR | $885,000 | +38.9% | 20,700 | +26.6% | 0.08% | +25.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $837,000 | +12.0% | 20,481 | +3.6% | 0.08% | +2.6% |
| CLOU | Buy | GLOBAL X FDS | $842,000 | +45.4% | 35,250 | +30.3% | 0.08% | +31.1% |
| SHOP | SHOPIFY INCcl a | $838,000 | +7.9% | 819 | 0.0% | 0.08% | -2.4% | |
| WSO | Sell | WATSCO INC | $830,000 | +24.8% | 3,565 | -4.8% | 0.08% | +12.9% |
| IJK | ISHARES TRs&p mc 400gr etf | $795,000 | +6.7% | 3,325 | 0.0% | 0.08% | -2.6% | |
| HEIA | Buy | HEICO CORP NEWcl a | $790,000 | +20.8% | 8,915 | +10.8% | 0.08% | +8.7% |
| SMLV | Sell | SPDR SER TRssga us smal etf | $785,000 | -17.0% | 10,355 | -16.5% | 0.08% | -24.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $725,000 | +1859.5% | 8,637 | +1798.2% | 0.07% | +1625.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $711,000 | +2862.5% | 22,702 | +2675.3% | 0.07% | +2166.7% |
| IWV | ISHARES TRrussell 3000 etf | $714,000 | +8.8% | 3,646 | 0.0% | 0.07% | -1.4% | |
| ARGX | Buy | ARGENX SEsponsored adr | $715,000 | +98.6% | 2,725 | +70.3% | 0.07% | +78.9% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $710,000 | +6.0% | 4,110 | -3.1% | 0.07% | -4.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $692,000 | +59.1% | 472 | +53.7% | 0.07% | +43.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $681,000 | +270.1% | 2,317 | +171.9% | 0.06% | +242.1% |
| MCO | Buy | MOODYS CORP | $677,000 | +17.9% | 2,335 | +11.7% | 0.06% | +6.7% |
| TQQQ | Sell | PROSHARES TRultrapro qqq | $655,000 | +22.0% | 5,000 | -9.1% | 0.06% | +10.7% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $610,000 | +29.8% | 2,752 | +21.2% | 0.06% | +18.4% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $574,000 | – | 11,142 | +100.0% | 0.06% | – |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $574,000 | +4.4% | 10,522 | 0.0% | 0.06% | -5.2% | |
| JNK | Buy | SPDR SER TRbloomberg brclys | $565,000 | +946.3% | 5,417 | +918.2% | 0.05% | +800.0% |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $561,000 | +10.0% | 17,235 | 0.0% | 0.05% | -1.9% | |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $553,000 | -36.4% | 6,018 | -39.3% | 0.05% | -41.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $561,000 | -71.5% | 2,586 | -74.7% | 0.05% | -74.3% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $548,000 | +3.0% | 3,105 | -1.0% | 0.05% | -7.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $549,000 | +830.5% | 8,032 | +788.5% | 0.05% | +766.7% |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $540,000 | +13.2% | 13,600 | 0.0% | 0.05% | +2.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $539,000 | -28.3% | 4,981 | -32.6% | 0.05% | -35.4% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $509,000 | +19.2% | 2,392 | 0.0% | 0.05% | +6.7% | |
| ROP | Buy | ROPER TECHNOLOGIES INC | $510,000 | +11.8% | 1,291 | +9.9% | 0.05% | 0.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $494,000 | +5.1% | 4,032 | +3.3% | 0.05% | -4.1% |
| DIS | Sell | DISNEY WALT CO | $484,000 | +3.2% | 3,897 | -7.4% | 0.05% | -6.1% |
| EFG | Sell | ISHARES TReafe grwth etf | $477,000 | -18.2% | 5,304 | -24.3% | 0.04% | -26.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $475,000 | +6.0% | 15,430 | +6.3% | 0.04% | -4.3% |
| IGF | Sell | ISHARES TRglb infrastr etf | $449,000 | +0.4% | 11,648 | -0.3% | 0.04% | -8.5% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $453,000 | -13.4% | 15,029 | +20.2% | 0.04% | -21.8% |
| ANSS | Buy | ANSYS INC | $448,000 | +21.7% | 1,370 | +8.6% | 0.04% | +10.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $456,000 | +68.3% | 815 | +87.4% | 0.04% | +53.6% |
| TWLO | TWILIO INCcl a | $437,000 | +12.6% | 1,770 | 0.0% | 0.04% | +2.4% | |
| ATRI | Buy | ATRION CORP | $429,000 | +8.6% | 685 | +10.5% | 0.04% | -2.4% |
| JD | Buy | JD.COM INCspon adr cl a | $433,000 | +633.9% | 5,578 | +470.3% | 0.04% | +583.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $434,000 | +35.2% | 1,580 | +11.7% | 0.04% | +20.6% |
| MKTX | New | MARKETAXESS HLDGS INC | $418,000 | – | 867 | +100.0% | 0.04% | – |
| SOXL | DIREXION SHS ETF TRdly scond 3xbu | $418,000 | +34.4% | 1,650 | 0.0% | 0.04% | +21.2% | |
| AON | Buy | AON PLC | $410,000 | +7.6% | 1,986 | +0.3% | 0.04% | -2.5% |
| IDXX | Buy | IDEXX LABS INC | $413,000 | +32.4% | 1,050 | +11.1% | 0.04% | +18.2% |
| SYK | Buy | STRYKER CORPORATION | $396,000 | +83.3% | 1,900 | +58.3% | 0.04% | +65.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $391,000 | +11.1% | 3,217 | +10.4% | 0.04% | 0.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $394,000 | +7780.0% | 2,416 | +7450.0% | 0.04% | +3600.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $392,000 | +2513.3% | 7,400 | +2334.2% | 0.04% | +1750.0% |
| CURE | DIREXION SHS ETF TRhealthcare bul | $378,000 | +16.0% | 6,000 | 0.0% | 0.04% | +5.9% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $381,000 | +2830.8% | 21,204 | +2682.7% | 0.04% | +3500.0% |
| IWC | Buy | ISHARES TRmicro-cap etf | $384,000 | +85.5% | 4,247 | +79.0% | 0.04% | +63.6% |
| ABBV | Buy | ABBVIE INC | $377,000 | -10.2% | 4,299 | +0.4% | 0.04% | -18.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $372,000 | -0.5% | 3,745 | -2.5% | 0.04% | -10.3% |
| LECO | New | LINCOLN ELEC HLDGS INC | $368,000 | – | 4,000 | +100.0% | 0.04% | – |
| CPRT | Buy | COPART INC | $372,000 | +41.4% | 3,540 | +12.0% | 0.04% | +25.0% |
| ECL | Buy | ECOLAB INC | $353,000 | +578.8% | 1,767 | +574.4% | 0.03% | +580.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $356,000 | +26.7% | 11,779 | +21.5% | 0.03% | +13.3% |
| QWLD | SPDR INDEX SHS FDSmsci wrld strgic | $353,000 | +5.7% | 4,221 | 0.0% | 0.03% | -2.9% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $344,000 | +1620.0% | 2,299 | +1578.1% | 0.03% | +1550.0% |
| YUM | Buy | YUM BRANDS INC | $351,000 | +374.3% | 3,845 | +354.5% | 0.03% | +312.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $309,000 | +45.1% | 5,573 | +38.9% | 0.03% | +31.8% |
| TGT | Sell | TARGET CORP | $304,000 | +4.8% | 1,934 | -20.0% | 0.03% | -3.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $293,000 | +37.6% | 9,589 | +0.1% | 0.03% | +27.3% |
| IGSB | Buy | ISHARES TR | $297,000 | +47.0% | 5,403 | +46.0% | 0.03% | +33.3% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $282,000 | +10.2% | 4,513 | +0.2% | 0.03% | 0.0% |
| ONLN | Buy | PROSHARES TRonline rtl etf | $289,000 | +107.9% | 4,600 | +70.4% | 0.03% | +80.0% |
| CI | Buy | CIGNA CORP NEW | $286,000 | +88.2% | 1,687 | +108.8% | 0.03% | +68.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $269,000 | +2.7% | 4,461 | +0.2% | 0.03% | -7.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $246,000 | +24500.0% | 2,328 | +29000.0% | 0.02% | – |
| SBUX | Buy | STARBUCKS CORP | $244,000 | +38.6% | 2,836 | +18.4% | 0.02% | +27.8% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $241,000 | +74.6% | 5,437 | +17.2% | 0.02% | +64.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $245,000 | +35.4% | 2,946 | +35.4% | 0.02% | +21.1% |
| KMB | Buy | KIMBERLY CLARK CORP | $236,000 | +6.3% | 1,599 | +1.8% | 0.02% | -4.3% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $231,000 | – | 743 | +100.0% | 0.02% | – |
| AVGO | Buy | BROADCOM INC | $217,000 | +16.0% | 595 | +0.5% | 0.02% | +5.0% |
| EXPO | Buy | EXPONENT INC | $216,000 | +2.4% | 2,995 | +14.8% | 0.02% | -4.5% |
| IUSG | ISHARES TRcore s&p us gwt | $223,000 | +11.5% | 2,787 | 0.0% | 0.02% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $210,000 | +79.5% | 3,243 | 0.0% | 0.02% | +66.7% | |
| ICF | Sell | ISHARES TRcohen steer reit | $203,000 | -2.4% | 1,991 | -3.5% | 0.02% | -13.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $203,000 | +27.7% | 2,025 | +20.9% | 0.02% | +11.8% |
| XOM | Buy | EXXON MOBIL CORP | $200,000 | -7.4% | 5,818 | +20.6% | 0.02% | -17.4% |
| NKE | Buy | NIKE INCcl b | $190,000 | +37.7% | 1,513 | +7.3% | 0.02% | +28.6% |
| FDX | Buy | FEDEX CORP | $180,000 | +500.0% | 714 | +233.6% | 0.02% | +466.7% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $180,000 | +69.8% | 3,640 | +56.2% | 0.02% | +54.5% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $180,000 | +136.8% | 2,850 | +119.2% | 0.02% | +112.5% |
| ARKK | ARK ETF TRinnovation etf | $183,000 | +29.8% | 1,984 | 0.0% | 0.02% | +13.3% | |
| SPSB | Buy | SPDR SER TRportfolio short | $178,000 | +9.2% | 5,670 | +9.0% | 0.02% | 0.0% |
| RPM | RPM INTL INC | $176,000 | +10.0% | 2,125 | 0.0% | 0.02% | 0.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $177,000 | +9.3% | 2,225 | +1.0% | 0.02% | 0.0% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $173,000 | +193.2% | 1,725 | +194.9% | 0.02% | +166.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $172,000 | +10.3% | 3,980 | +1.0% | 0.02% | 0.0% |
| BA | Buy | BOEING CO | $170,000 | +14.1% | 1,026 | +26.5% | 0.02% | 0.0% |
| IUSV | ISHARES TRcore s&p us vlu | $169,000 | +4.3% | 3,108 | 0.0% | 0.02% | -5.9% | |
| EUSA | ISHARES INCmsci equal weite | $164,000 | +6.5% | 2,689 | 0.0% | 0.02% | 0.0% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $166,000 | +10.7% | 5,475 | 0.0% | 0.02% | 0.0% | |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $165,000 | -4.1% | 1,816 | -12.1% | 0.02% | -11.1% |
| TSLA | Buy | TESLA INC | $154,000 | +170.2% | 358 | +575.5% | 0.02% | +150.0% |
| JPUS | Sell | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $158,000 | +3.3% | 2,130 | -3.4% | 0.02% | -6.2% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $163,000 | +103.8% | 3,148 | +104.5% | 0.02% | +87.5% |
| MTCH | New | MATCH GROUP INC NEW | $155,000 | – | 1,402 | +100.0% | 0.02% | – |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $157,000 | 0.0% | 3,108 | +0.1% | 0.02% | -6.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $154,000 | +20.3% | 1,903 | +13.7% | 0.02% | +15.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $163,000 | +109.0% | 1,508 | +108.0% | 0.02% | +87.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $159,000 | +35.9% | 2,119 | +27.0% | 0.02% | +25.0% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $151,000 | -53.4% | 3,055 | -53.2% | 0.01% | -58.8% |
| BIIB | BIOGEN INC | $146,000 | +5.8% | 516 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $145,000 | +10.7% | 3,287 | 0.0% | 0.01% | 0.0% | |
| BFA | BROWN FORMAN CORPcl a | $143,000 | +19.2% | 2,078 | 0.0% | 0.01% | +7.7% | |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $149,000 | +198.0% | 1,012 | +157.5% | 0.01% | +180.0% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $144,000 | +8.3% | 2,685 | 0.0% | 0.01% | 0.0% | |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $149,000 | +136.5% | 1,051 | +117.1% | 0.01% | +100.0% |
| AFL | Buy | AFLAC INC | $139,000 | +54.4% | 3,825 | +53.0% | 0.01% | +44.4% |
| XLNX | XILINX INC | $142,000 | +6.0% | 1,367 | 0.0% | 0.01% | -7.1% | |
| MMM | Buy | 3M CO | $139,000 | +3.0% | 870 | +0.7% | 0.01% | -7.1% |
| TJX | TJX COS INC NEW | $135,000 | +10.7% | 2,419 | 0.0% | 0.01% | 0.0% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $132,000 | +6.5% | 5,404 | 0.0% | 0.01% | 0.0% | |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $135,000 | +3.1% | 2,854 | +1.9% | 0.01% | -7.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $128,000 | -61.2% | 2,004 | -63.0% | 0.01% | -65.7% |
| TECK | Buy | TECK RESOURCES LTDcl b | $128,000 | +91.0% | 9,210 | +43.7% | 0.01% | +71.4% |
| PH | Buy | PARKER-HANNIFIN CORP | $123,000 | +10.8% | 606 | +0.3% | 0.01% | 0.0% |
| HAL | New | HALLIBURTON CO | $130,000 | – | 10,800 | +100.0% | 0.01% | – |
| IBB | Sell | ISHARES TRnasdaq biotech | $131,000 | -61.5% | 969 | -61.0% | 0.01% | -66.7% |
| DG | DOLLAR GEN CORP NEW | $124,000 | +9.7% | 592 | 0.0% | 0.01% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $122,000 | +18.4% | 1,620 | 0.0% | 0.01% | +9.1% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $115,000 | +5.5% | 1,043 | +0.4% | 0.01% | 0.0% |
| AMP | AMERIPRISE FINL INC | $121,000 | +3.4% | 783 | 0.0% | 0.01% | -8.3% | |
| BP | Buy | BP PLCsponsored adr | $117,000 | +44.4% | 6,708 | +93.8% | 0.01% | +22.2% |
| CLF | CLEVELAND-CLIFFS INC NEW | $112,000 | +16.7% | 17,441 | 0.0% | 0.01% | +10.0% | |
| TXN | Buy | TEXAS INSTRS INC | $114,000 | +12.9% | 795 | +0.1% | 0.01% | 0.0% |
| UN | Buy | UNILEVER N V | $116,000 | +17.2% | 1,915 | +3.5% | 0.01% | +10.0% |
| UNP | Sell | UNION PAC CORP | $119,000 | -32.0% | 603 | -41.9% | 0.01% | -38.9% |
| PAGS | Sell | PAGSEGURO DIGITAL LTD | $116,000 | -5.7% | 3,070 | -11.5% | 0.01% | -15.4% |
| BIB | PROSHARES TR | $105,000 | -3.7% | 1,500 | 0.0% | 0.01% | -9.1% | |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $109,000 | +11.2% | 250 | 0.0% | 0.01% | 0.0% | |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $100,000 | -61.7% | 1,984 | -61.8% | 0.01% | -63.0% |
| URI | UNITED RENTALS INC | $110,000 | +17.0% | 628 | 0.0% | 0.01% | 0.0% | |
| DGRE | Buy | WISDOMTREE TRem mkts qtly div | $100,000 | +31.6% | 4,150 | +24.6% | 0.01% | +25.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $102,000 | +43.7% | 3,568 | +12.4% | 0.01% | +42.9% |
| RWR | Buy | SPDR SER TRdj reit etf | $103,000 | +27.2% | 1,316 | +26.3% | 0.01% | +11.1% |
| COLD | Buy | AMERICOLD RLTY TR | $110,000 | +17.0% | 3,080 | +19.0% | 0.01% | 0.0% |
| BKNG | BOOKING HOLDINGS INC | $101,000 | +7.4% | 59 | 0.0% | 0.01% | 0.0% | |
| FDLO | FIDELITY COVINGTON TRUSTlow volity etf | $107,000 | +8.1% | 2,707 | 0.0% | 0.01% | 0.0% | |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $107,000 | +94.5% | 2,265 | +90.3% | 0.01% | +66.7% |
| CLX | CLOROX CO DEL | $107,000 | -3.6% | 508 | 0.0% | 0.01% | -16.7% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $109,000 | -7.6% | 1,377 | -8.4% | 0.01% | -16.7% |
| TEL | TE CONNECTIVITY LTD | $108,000 | +20.0% | 1,108 | 0.0% | 0.01% | +11.1% | |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $102,000 | -8.1% | 17,500 | +6.1% | 0.01% | -16.7% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $110,000 | -6.0% | 1,964 | -5.8% | 0.01% | -16.7% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $96,000 | +33.3% | 1,549 | +21.3% | 0.01% | +12.5% |
| TRNO | Sell | TERRENO RLTY CORP | $97,000 | +1.0% | 1,777 | -2.1% | 0.01% | -10.0% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $93,000 | +1.1% | 1,655 | +0.5% | 0.01% | -10.0% |
| EGP | Sell | EASTGROUP PPTY INC | $98,000 | +6.5% | 757 | -2.3% | 0.01% | -10.0% |
| ON | Buy | ON SEMICONDUCTOR CORP | $90,000 | +13.9% | 4,143 | +4.6% | 0.01% | +12.5% |
| PGR | PROGRESSIVE CORP | $91,000 | +18.2% | 957 | 0.0% | 0.01% | +12.5% | |
| PHM | PULTE GROUP INC | $96,000 | +37.1% | 2,071 | 0.0% | 0.01% | +28.6% | |
| QRVO | QORVO INC | $96,000 | +17.1% | 742 | 0.0% | 0.01% | 0.0% | |
| DE | DEERE & CO | $97,000 | +40.6% | 437 | 0.0% | 0.01% | +28.6% | |
| APTV | Buy | APTIV PLC | $99,000 | +26.9% | 1,075 | +7.4% | 0.01% | +12.5% |
| ESG | Buy | FLEXSHARES TRstox esg index | $92,000 | +39.4% | 1,131 | +27.4% | 0.01% | +28.6% |
| IYW | Buy | ISHARES TRu.s. tech etf | $92,000 | +411.1% | 307 | +365.2% | 0.01% | +350.0% |
| FQAL | FIDELITY COVINGTON TRUSTqlty fctor etf | $94,000 | +6.8% | 2,418 | 0.0% | 0.01% | 0.0% | |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $92,000 | +2200.0% | 2,251 | +1946.4% | 0.01% | – |
| MO | Buy | ALTRIA GROUP INC | $84,000 | +25.4% | 2,166 | +26.2% | 0.01% | +14.3% |
| ITW | ILLINOIS TOOL WKS INC | $88,000 | +11.4% | 454 | 0.0% | 0.01% | 0.0% | |
| SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $80,000 | +788.9% | 1,600 | +700.0% | 0.01% | +700.0% |
| EIX | EDISON INTL | $83,000 | -6.7% | 1,636 | 0.0% | 0.01% | -11.1% | |
| PNW | PINNACLE WEST CAP CORP | $88,000 | +2.3% | 1,175 | 0.0% | 0.01% | -11.1% | |
| IQV | IQVIA HLDGS INC | $87,000 | +11.5% | 549 | 0.0% | 0.01% | 0.0% | |
| PPG | PPG INDS INC | $84,000 | +15.1% | 689 | 0.0% | 0.01% | 0.0% | |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $85,000 | +6.2% | 1,433 | +0.8% | 0.01% | 0.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $88,000 | 0.0% | 1,532 | +0.5% | 0.01% | -11.1% |
| MNST | MONSTER BEVERAGE CORP NEW | $79,000 | +14.5% | 989 | 0.0% | 0.01% | +14.3% | |
| HCA | Buy | HCA HEALTHCARE INC | $87,000 | +33.8% | 699 | +4.0% | 0.01% | +14.3% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $84,000 | +2.4% | 2,116 | +0.2% | 0.01% | -11.1% |
| NVR | NVR INC | $86,000 | +26.5% | 21 | 0.0% | 0.01% | +14.3% | |
| RIO | RIO TINTO PLCsponsored adr | $83,000 | +7.8% | 1,372 | 0.0% | 0.01% | 0.0% | |
| DRW | Buy | WISDOMTREE TRglb ex us rl est | $88,000 | +10.0% | 3,635 | +9.0% | 0.01% | 0.0% |
| EFV | New | ISHARES TReafe value etf | $87,000 | – | 2,150 | +100.0% | 0.01% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $89,000 | +6.0% | 1,151 | +0.2% | 0.01% | -11.1% |
| SYY | SYSCO CORP | $71,000 | +14.5% | 1,135 | 0.0% | 0.01% | 0.0% | |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $74,000 | -49.3% | 650 | -50.0% | 0.01% | -53.3% |
| HUBB | Buy | HUBBELL INC | $77,000 | +10.0% | 565 | +0.5% | 0.01% | 0.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $77,000 | +5.5% | 498 | 0.0% | 0.01% | -12.5% | |
| IYR | ISHARES TRu.s. real es etf | $70,000 | +1.4% | 875 | 0.0% | 0.01% | 0.0% | |
| VAR | Sell | VARIAN MED SYS INC | $77,000 | +35.1% | 450 | -3.2% | 0.01% | +16.7% |
| AZO | AUTOZONE INC | $78,000 | +5.4% | 66 | 0.0% | 0.01% | -12.5% | |
| FLTR | Buy | VANECK VECTORS ETF TRinvt grade fltg | $78,000 | 0.0% | 3,113 | +0.3% | 0.01% | -12.5% |
| USO | UNITED STS OIL FD LPunits | $71,000 | +1.4% | 2,500 | 0.0% | 0.01% | 0.0% | |
| TTE | Buy | TOTAL SEsponsored ads | $75,000 | -10.7% | 2,181 | +0.4% | 0.01% | -22.2% |
| LUV | SOUTHWEST AIRLS CO | $74,000 | +8.8% | 1,985 | 0.0% | 0.01% | 0.0% | |
| SRE | Buy | SEMPRA ENERGY | $70,000 | +1.4% | 590 | +0.5% | 0.01% | 0.0% |
| CERN | Buy | CERNER CORP | $70,000 | +6.1% | 962 | +0.2% | 0.01% | 0.0% |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $69,000 | -2.8% | 2,858 | -8.5% | 0.01% | 0.0% |
| SPGI | S&P GLOBAL INC | $75,000 | +8.7% | 209 | 0.0% | 0.01% | 0.0% | |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $69,000 | +76.9% | 2,208 | +69.8% | 0.01% | +75.0% |
| OSK | OSHKOSH CORP | $69,000 | +3.0% | 934 | 0.0% | 0.01% | 0.0% | |
| FR | Sell | FIRST INDL RLTY TR INC | $78,000 | 0.0% | 1,963 | -3.2% | 0.01% | -12.5% |
| BAX | BAXTER INTL INC | $63,000 | -7.4% | 784 | 0.0% | 0.01% | -14.3% | |
| JLL | JONES LANG LASALLE INC | $65,000 | -7.1% | 675 | 0.0% | 0.01% | -14.3% | |
| COR | Buy | CORESITE RLTY CORP | $63,000 | -1.6% | 527 | +0.2% | 0.01% | -14.3% |
| CHH | Buy | CHOICE HOTELS INTL INC | $64,000 | +93.9% | 744 | +76.7% | 0.01% | +100.0% |
| STOT | Buy | SSGA ACTIVE TRspdr dbleln shrt | $65,000 | +4.8% | 1,308 | +5.0% | 0.01% | -14.3% |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $59,000 | +5.4% | 1,598 | -2.0% | 0.01% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC | $67,000 | -17.3% | 1,063 | +1.0% | 0.01% | -33.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $68,000 | +4.6% | 1,407 | +0.5% | 0.01% | -14.3% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $61,000 | +1.7% | 2,283 | +0.6% | 0.01% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $58,000 | +41.5% | 740 | +26.3% | 0.01% | +50.0% |
| BBY | Buy | BEST BUY INC | $64,000 | +128.6% | 578 | +78.9% | 0.01% | +100.0% |
| WDAY | WORKDAY INCcl a | $66,000 | +13.8% | 308 | 0.0% | 0.01% | 0.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $64,000 | +30.6% | 852 | 0.0% | 0.01% | +20.0% | |
| INVH | Buy | INVITATION HOMES INC | $67,000 | +31.4% | 2,408 | +29.2% | 0.01% | +20.0% |
| SBNY | SIGNATURE BK NEW YORK N Y | $58,000 | -22.7% | 703 | 0.0% | 0.01% | -25.0% | |
| WFC | Buy | WELLS FARGO CO NEW | $65,000 | -8.5% | 2,773 | +0.3% | 0.01% | -14.3% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $63,000 | +31.2% | 550 | +28.2% | 0.01% | +20.0% |
| TCOM | Buy | TRIP COM GROUP LTDads | $59,000 | +43.9% | 1,907 | +20.5% | 0.01% | +50.0% |
| LITE | Buy | LUMENTUM HLDGS INC | $54,000 | +80.0% | 714 | +96.7% | 0.01% | +66.7% |
| TCO | Sell | TAUBMAN CTRS INC | $51,000 | -13.6% | 1,535 | -2.4% | 0.01% | -16.7% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $57,000 | -38.0% | 1,125 | -38.8% | 0.01% | -50.0% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $52,000 | +6.1% | 1,589 | 0.0% | 0.01% | 0.0% | |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $55,000 | – | 644 | +100.0% | 0.01% | – |
| SAFE | Buy | SAFEHOLD INC | $57,000 | +35.7% | 911 | +25.7% | 0.01% | +25.0% |
| JCPB | Buy | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $50,000 | +11.1% | 902 | +11.5% | 0.01% | 0.0% |
| EMTL | Buy | SSGA ACTIVE TRspdr dbleln emrg | $56,000 | +3.7% | 1,114 | +1.5% | 0.01% | -16.7% |
| VIAC | New | VIACOMCBS INCcl b | $49,000 | – | 1,737 | +100.0% | 0.01% | – |
| VICI | Sell | VICI PPTYS INC | $52,000 | +13.0% | 2,241 | -1.8% | 0.01% | 0.0% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $52,000 | +13.0% | 1,224 | +9.4% | 0.01% | 0.0% |
| ABC | AMERISOURCEBERGEN CORP | $50,000 | -3.8% | 514 | 0.0% | 0.01% | 0.0% | |
| CUBE | Buy | CUBESMART | $56,000 | +33.3% | 1,747 | +12.9% | 0.01% | +25.0% |
| DVA | Buy | DAVITA INC | $51,000 | +82.1% | 601 | +67.4% | 0.01% | +66.7% |
| AAN | Sell | AARONS INC | $51,000 | -16.4% | 907 | -32.5% | 0.01% | -16.7% |
| WTRG | ESSENTIAL UTILS INC | $55,000 | -5.2% | 1,366 | 0.0% | 0.01% | -16.7% | |
| WELL | Sell | WELLTOWER INC | $56,000 | +3.7% | 1,014 | -2.3% | 0.01% | -16.7% |
| DLR | Sell | DIGITAL RLTY TR INC | $55,000 | +1.9% | 372 | -2.9% | 0.01% | -16.7% |
| FITB | FIFTH THIRD BANCORP | $49,000 | +11.4% | 2,290 | 0.0% | 0.01% | 0.0% | |
| RESD | WISDOMTREE TRintl esg fund | $51,000 | +4.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ADC | Sell | AGREE REALTY CORP | $54,000 | -5.3% | 854 | -1.8% | 0.01% | -16.7% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $50,000 | +316.7% | 750 | +275.0% | 0.01% | +400.0% |
| LNC | LINCOLN NATL CORP IND | $48,000 | -14.3% | 1,534 | 0.0% | 0.01% | -16.7% | |
| ZS | Sell | ZSCALER INC | $49,000 | +25.6% | 346 | -2.8% | 0.01% | +25.0% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $50,000 | +78.6% | 455 | +73.7% | 0.01% | +66.7% |
| TIP | Sell | ISHARES TRtips bd etf | $52,000 | -38.8% | 408 | -40.8% | 0.01% | -44.4% |
| CORP | Sell | PIMCO ETF TRinv grd crp bd | $49,000 | -7.5% | 431 | -7.7% | 0.01% | -16.7% |
| PSX | Sell | PHILLIPS 66 | $48,000 | -41.5% | 935 | -18.1% | 0.01% | -44.4% |
| FFIV | F5 NETWORKS INC | $56,000 | -11.1% | 453 | 0.0% | 0.01% | -28.6% | |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC | $56,000 | -5.1% | 920 | -2.1% | 0.01% | -16.7% |
| FTDR | New | FRONTDOOR INC | $50,000 | – | 1,291 | +100.0% | 0.01% | – |
| NXRT | Sell | NEXPOINT RESIDENTIAL TR INC | $44,000 | +22.2% | 997 | -2.3% | 0.00% | 0.0% |
| ELA | New | ENVELA CORP | $47,000 | – | 11,000 | +100.0% | 0.00% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $38,000 | +1800.0% | 53 | +1666.7% | 0.00% | – |
| OTEX | Buy | OPEN TEXT CORP | $37,000 | +32.1% | 878 | +35.1% | 0.00% | +33.3% |
| FVL | FIRST TR VALUE LINE 100 EX T | $42,000 | +5.0% | 1,900 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $39,000 | +8.3% | 266 | 0.0% | 0.00% | 0.0% | |
| ESS | Sell | ESSEX PPTY TR INC | $37,000 | -97.0% | 186 | -96.5% | 0.00% | -96.9% |
| FTV | FORTIVE CORP | $38,000 | +11.8% | 500 | 0.0% | 0.00% | 0.0% | |
| IAC | New | IAC INTERACTIVECORP NEW | $42,000 | – | 350 | +100.0% | 0.00% | – |
| STOR | Buy | STORE CAP CORP | $46,000 | +187.5% | 1,664 | +140.8% | 0.00% | +100.0% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $46,000 | -63.5% | 287 | -63.0% | 0.00% | -69.2% |
| UL | UNILEVER PLCspon adr new | $43,000 | +13.2% | 701 | 0.0% | 0.00% | 0.0% | |
| EXR | Buy | EXTRA SPACE STORAGE INC | $46,000 | +119.0% | 426 | +84.4% | 0.00% | +100.0% |
| HST | Sell | HOST HOTELS & RESORTS INC | $40,000 | -4.8% | 3,744 | -3.9% | 0.00% | 0.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $39,000 | +8.3% | 211 | +0.5% | 0.00% | 0.0% |
| UBER | New | UBER TECHNOLOGIES INC | $45,000 | – | 1,225 | +100.0% | 0.00% | – |
| FOXA | FOX CORP | $39,000 | +5.4% | 1,384 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $37,000 | -2.6% | 623 | 0.0% | 0.00% | 0.0% | |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $40,000 | – | 646 | +100.0% | 0.00% | – |
| AIV | Sell | APARTMENT INVT & MGMT COcl a | $40,000 | -13.0% | 1,183 | -2.7% | 0.00% | -20.0% |
| BXP | Buy | BOSTON PROPERTIES INC | $44,000 | -12.0% | 552 | +0.7% | 0.00% | -20.0% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $38,000 | 0.0% | 1,140 | +0.1% | 0.00% | 0.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $46,000 | +48.4% | 724 | +39.2% | 0.00% | +33.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $39,000 | +30.0% | 221 | +20.1% | 0.00% | +33.3% |
| HR | New | HEALTHCARE RLTY TR | $46,000 | – | 1,532 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $39,000 | – | 286 | +100.0% | 0.00% | – |
| TFC | TRUIST FINL CORP | $37,000 | 0.0% | 984 | 0.0% | 0.00% | 0.0% | |
| DOC | Sell | PHYSICIANS RLTY TR | $38,000 | 0.0% | 2,137 | -2.7% | 0.00% | 0.0% |
| TDOC | Buy | TELADOC HEALTH INC | $47,000 | +261.5% | 216 | +208.6% | 0.00% | +300.0% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $40,000 | 0.0% | 683 | -2.4% | 0.00% | 0.0% |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $43,000 | -2.3% | 486 | +0.6% | 0.00% | -20.0% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $37,000 | +42.3% | 1,235 | +39.5% | 0.00% | +33.3% |
| MOTI | VANECK VECTORS ETF TRmorningstar intl | $44,000 | +4.8% | 1,490 | 0.0% | 0.00% | 0.0% | |
| BWA | Buy | BORGWARNER INC | $45,000 | +9.8% | 1,163 | +0.4% | 0.00% | 0.0% |
| IRET | Buy | INVESTORS REAL ESTATE TRsh ben int | $34,000 | -5.6% | 517 | +0.8% | 0.00% | -25.0% |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $34,000 | – | 331 | +100.0% | 0.00% | – |
| FSKR | FS KKR CAP CORP II | $35,000 | +12.9% | 2,380 | 0.0% | 0.00% | 0.0% | |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $34,000 | +6.2% | 1,311 | +5.1% | 0.00% | 0.0% |
| JPHY | Buy | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $35,000 | +12.9% | 706 | +10.5% | 0.00% | 0.0% |
| LTC | Buy | LTC PPTYS INC | $35,000 | -5.4% | 997 | +1.2% | 0.00% | -25.0% |
| LLY | LILLY ELI & CO | $35,000 | -10.3% | 236 | 0.0% | 0.00% | -25.0% | |
| MFC | Buy | MANULIFE FINL CORP | $33,000 | +3.1% | 2,365 | +1.0% | 0.00% | 0.0% |
| FICO | FAIR ISAAC CORP | $31,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29,000 | +3.6% | 1,830 | 0.0% | 0.00% | 0.0% | |
| DKNG | Buy | DRAFTKINGS INC | $29,000 | +93.3% | 489 | +11.4% | 0.00% | +50.0% |
| MIDU | DIREXION SHS ETF TRdly midcap etf3x | $33,000 | +10.0% | 1,540 | 0.0% | 0.00% | 0.0% | |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $29,000 | -6.5% | 615 | -5.5% | 0.00% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $34,000 | +6.2% | 442 | 0.0% | 0.00% | 0.0% | |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $36,000 | – | 128 | +100.0% | 0.00% | – |
| SWKS | SKYWORKS SOLUTIONS INC | $30,000 | +11.1% | 208 | 0.0% | 0.00% | 0.0% | |
| SQ | SQUARE INCcl a | $33,000 | +57.1% | 200 | 0.0% | 0.00% | +50.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $29,000 | +52.6% | 173 | 0.0% | 0.00% | +50.0% | |
| AVT | AVNET INC | $35,000 | -5.4% | 1,344 | 0.0% | 0.00% | -25.0% | |
| VOO | VANGUARD INDEX FDS | $31,000 | +6.9% | 101 | 0.0% | 0.00% | 0.0% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $27,000 | +170.0% | 170 | +136.1% | 0.00% | +200.0% |
| WMB | WILLIAMS COS INC | $36,000 | +2.9% | 1,845 | 0.0% | 0.00% | -25.0% | |
| DTN | WISDOMTREE TRus divid ex fncl | $27,000 | +3.8% | 353 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $35,000 | +12.9% | 243 | 0.0% | 0.00% | 0.0% | |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $34,000 | – | 1,195 | +100.0% | 0.00% | – |
| ZION | ZIONS BANCORPORATION N A | $34,000 | -15.0% | 1,164 | 0.0% | 0.00% | -25.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $20,000 | +5.3% | 1,271 | 0.0% | 0.00% | 0.0% | |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $17,000 | – | 200 | +100.0% | 0.00% | – |
| PFSW | PFSWEB INC | $19,000 | 0.0% | 2,800 | 0.0% | 0.00% | 0.0% | |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $16,000 | – | 300 | +100.0% | 0.00% | – |
| IDV | ISHARES TRintl sel div etf | $21,000 | -4.5% | 857 | 0.0% | 0.00% | 0.0% | |
| CMF | Buy | ISHARES TRcalif mun bd etf | $26,000 | 0.0% | 416 | +0.2% | 0.00% | -33.3% |
| NWL | NEWELL BRANDS INC | $22,000 | +10.0% | 1,275 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $20,000 | +11.1% | 154 | 0.0% | 0.00% | 0.0% | |
| HPQ | Buy | HP INC | $17,000 | +13.3% | 881 | +0.1% | 0.00% | 0.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $16,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $23,000 | +4.5% | 457 | +0.7% | 0.00% | 0.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $22,000 | +100.0% | 407 | +97.6% | 0.00% | +100.0% |
| KMI | KINDER MORGAN INC DEL | $20,000 | -20.0% | 1,660 | 0.0% | 0.00% | -33.3% | |
| KLAC | KLA CORP | $24,000 | 0.0% | 123 | 0.0% | 0.00% | -33.3% | |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $19,000 | +35.7% | 461 | +29.1% | 0.00% | +100.0% |
| VRTX | VERTEX PHARMACEUTICALS INC | $21,000 | -4.5% | 77 | 0.0% | 0.00% | 0.0% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $21,000 | -98.8% | 180 | -98.9% | 0.00% | -98.9% |
| LULU | Sell | LULULEMON ATHLETICA INC | $16,000 | -48.4% | 50 | -50.0% | 0.00% | -33.3% |
| WPC | WP CAREY INC | $23,000 | -4.2% | 354 | 0.0% | 0.00% | -33.3% | |
| XHB | New | SPDR SER TRs&p homebuild | $16,000 | – | 296 | +100.0% | 0.00% | – |
| IGM | ISHARES TRexpnd tec sc etf | $22,000 | +10.0% | 72 | 0.0% | 0.00% | 0.0% | |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $22,000 | +10.0% | 433 | +7.2% | 0.00% | 0.0% |
| WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $26,000 | -10.3% | 1,551 | +0.7% | 0.00% | -33.3% |
| IGV | ISHARES TRexpanded tech | $24,000 | +9.1% | 78 | 0.0% | 0.00% | 0.0% | |
| JPSE | Sell | J P MORGAN EXCHANGE-TRADED Fdiversfd eqt etf | $16,000 | -15.8% | 572 | -19.9% | 0.00% | 0.0% |
| FHN | New | FIRST HORIZON NATL CORP | $22,000 | – | 2,355 | +100.0% | 0.00% | – |
| DLN | WISDOMTREE TRus largecap divd | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $18,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $25,000 | -47.9% | 74 | -50.3% | 0.00% | -60.0% |
| EQWL | Sell | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $18,000 | -64.7% | 300 | -66.7% | 0.00% | -60.0% |
| PSL | New | INVESCO EXCHANGE TRADED FD Tdwa staples | $18,000 | – | 238 | +100.0% | 0.00% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $26,000 | – | 500 | +100.0% | 0.00% | – |
| XYL | XYLEM INC | $17,000 | +30.8% | 205 | 0.0% | 0.00% | +100.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $19,000 | +111.1% | 142 | +115.2% | 0.00% | +100.0% |
| ALK | ALASKA AIR GROUP INC | $17,000 | +6.2% | 454 | 0.0% | 0.00% | 0.0% | |
| IYT | Buy | ISHARES TRtrans avg etf | $23,000 | +187.5% | 118 | +145.8% | 0.00% | +100.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $18,000 | -58.1% | 218 | -73.3% | 0.00% | -60.0% |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $17,000 | 0.0% | 624 | 0.0% | 0.00% | 0.0% | |
| PSTL | New | POSTAL REALTY TRUST INCcl a | $24,000 | – | 1,586 | +100.0% | 0.00% | – |
| SPYD | SPDR SER TRprtflo s&p500 hi | $25,000 | -3.8% | 926 | 0.0% | 0.00% | -33.3% | |
| TT | TRANE TECHNOLOGIES PLC | $23,000 | +35.3% | 193 | 0.0% | 0.00% | 0.0% | |
| ESGG | Buy | FLEXSHARES TRstox glb index | $24,000 | +41.2% | 219 | +36.0% | 0.00% | 0.0% |
| CAT | CATERPILLAR INC DEL | $16,000 | +14.3% | 110 | 0.0% | 0.00% | +100.0% | |
| IBMK | New | ISHARES TRibonds dec2022 | $16,000 | – | 600 | +100.0% | 0.00% | – |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $16,000 | +166.7% | 1,069 | +178.4% | 0.00% | +100.0% |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19,000 | +5.6% | 1,287 | 0.0% | 0.00% | 0.0% | |
| SRNE | New | SORRENTO THERAPEUTICS INC | $17,000 | – | 1,500 | +100.0% | 0.00% | – |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $19,000 | +5.6% | 1,315 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $19,000 | +18.8% | 115 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $24,000 | -4.0% | 400 | 0.0% | 0.00% | -33.3% | |
| EPR | EPR PPTYS | $26,000 | -16.1% | 936 | 0.0% | 0.00% | -33.3% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $21,000 | +75.0% | 586 | +60.1% | 0.00% | +100.0% |
| DUK | DUKE ENERGY CORP NEW | $18,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| OKE | Sell | ONEOK INC NEW | $17,000 | -39.3% | 655 | -23.4% | 0.00% | -33.3% |
| DOW | Sell | DOW INC | $24,000 | +14.3% | 504 | -0.4% | 0.00% | 0.0% |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $23,000 | -17.9% | 930 | 0.0% | 0.00% | -33.3% | |
| NSC | NORFOLK SOUTHN CORP | $19,000 | +18.8% | 90 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $21,000 | -22.2% | 818 | 0.0% | 0.00% | -33.3% | |
| TIF | Buy | TIFFANY & CO NEW | $20,000 | 0.0% | 169 | +0.6% | 0.00% | 0.0% |
| IHI | New | ISHARES TRu.s. med dvc etf | $25,000 | – | 85 | +100.0% | 0.00% | – |
| SLG | Buy | SL GREEN RLTY CORP | $20,000 | -4.8% | 435 | +1.4% | 0.00% | 0.0% |
| OLN | OLIN CORP | $19,000 | +5.6% | 1,536 | 0.0% | 0.00% | 0.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $26,000 | +13.0% | 850 | 0.0% | 0.00% | 0.0% | |
| SHV | ISHARES TRshort treas bd | $20,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| ESGU | New | ISHARES TResg awr msci usa | $7,000 | – | 87 | +100.0% | 0.00% | – |
| IGN | ISHARES TRna tec multm etf | $6,000 | -14.3% | 138 | 0.0% | 0.00% | 0.0% | |
| IART | INTEGRA LIFESCIENCES HLDGS C | $9,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $13,000 | -50.0% | 300 | -49.7% | 0.00% | -66.7% |
| REM | ISHARES TRmortge rel etf | $6,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | |
| SRVR | New | PACER FDS TRbnchmrk infra | $12,000 | – | 328 | +100.0% | 0.00% | – |
| IWR | ISHARES TRrus mid cap etf | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $14,000 | -99.4% | 118 | -99.4% | 0.00% | -99.6% |
| CME | CME GROUP INC | $6,000 | +20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| IUSB | ISHARES TRcore total usd | $10,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| EWRE | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $9,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $6,000 | +20.0% | 39 | 0.0% | 0.00% | 0.0% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $8,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% | |
| BLUE | BLUEBIRD BIO INC | $15,000 | -11.8% | 275 | 0.0% | 0.00% | -50.0% | |
| DWM | Buy | WISDOMTREE TRintl equity fd | $7,000 | 0.0% | 152 | +0.7% | 0.00% | 0.0% |
| DLS | WISDOMTREE TRintl smcap div | $14,000 | +7.7% | 226 | 0.0% | 0.00% | 0.0% | |
| LEMB | Sell | ISHARES INCjp morgan em etf | $6,000 | -45.5% | 135 | -50.0% | 0.00% | 0.0% |
| AAL | AMERICAN AIRLS GROUP INC | $12,000 | -7.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SJNK | SPDR SER TRbloomberg srt tr | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $10,000 | +233.3% | 1,000 | 0.0% | 0.00% | – | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $12,000 | 0.0% | 810 | 0.0% | 0.00% | 0.0% | |
| PCRX | PACIRA BIOSCIENCES | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HDV | ISHARES TRcore high dv etf | $12,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| TDF | TEMPLETON DRAGON FD INC | $12,000 | +9.1% | 550 | 0.0% | 0.00% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $12,000 | +9.1% | 88 | 0.0% | 0.00% | 0.0% | |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $14,000 | – | 350 | +100.0% | 0.00% | – |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $8,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $7,000 | +133.3% | 100 | 0.0% | 0.00% | – | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $11,000 | 0.0% | 754 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $7,000 | +75.0% | 15 | 0.0% | 0.00% | – | |
| DOX | AMDOCS LTD | $12,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| XT | New | ISHARES TRexponential tech | $15,000 | – | 319 | +100.0% | 0.00% | – |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FTSL | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC | $8,000 | +33.3% | 71 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $12,000 | -7.7% | 730 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $15,000 | -11.8% | 172 | 0.0% | 0.00% | -50.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $8,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| FLQG | New | FRANKLIN TEMPLETON ETF TRlibertyq equty | $13,000 | – | 400 | +100.0% | 0.00% | – |
| BX | BLACKSTONE GROUP INC | $14,000 | -6.7% | 265 | 0.0% | 0.00% | -50.0% | |
| CTXS | CITRIX SYS INC | $15,000 | -6.2% | 110 | 0.0% | 0.00% | -50.0% | |
| BBJP | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $9,000 | 0.0% | 377 | 0.0% | 0.00% | 0.0% | |
| LVGO | LIVONGO HEALTH INC | $13,000 | +85.7% | 92 | 0.0% | 0.00% | 0.0% | |
| BBCA | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $8,000 | 0.0% | 347 | 0.0% | 0.00% | 0.0% | |
| PTLC | PACER FDS TRtrendp us lar cp | $8,000 | +14.3% | 265 | 0.0% | 0.00% | 0.0% | |
| EPZM | EPIZYME INC | $12,000 | -25.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| SBR | SABINE ROYALTY TRunit ben int | $7,000 | +16.7% | 230 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $15,000 | 0.0% | 280 | 0.0% | 0.00% | -50.0% | |
| MGP | MGM GROWTH PPTYS LLC | $7,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $9,000 | -10.0% | 2,214 | 0.0% | 0.00% | 0.0% | |
| MSD | MORGAN STANLEY EMER MKTS DEB | $6,000 | 0.0% | 710 | 0.0% | 0.00% | 0.0% | |
| UAL | Sell | UNITED AIRLS HLDGS INC | $14,000 | -6.7% | 415 | -2.4% | 0.00% | -50.0% |
| ET | ENERGY TRANSFER LP | $11,000 | -21.4% | 1,952 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSONadr b sek 10 | $12,000 | +20.0% | 1,108 | 0.0% | 0.00% | 0.0% | |
| PTNQ | PACER FDS TRtrendp 100 etf | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% | |
| BSD | BLACKROCK STRATEGIC MUN TR | $9,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $10,000 | -28.6% | 237 | 0.0% | 0.00% | 0.0% | |
| PFXF | VANECK VECTORS ETF TRpfd secs ex finl | $10,000 | 0.0% | 541 | 0.0% | 0.00% | 0.0% | |
| HERO | New | GLOBAL X FDSvdeo gam esprt | $7,000 | – | 240 | +100.0% | 0.00% | – |
| ITRI | ITRON INC | $8,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $6,000 | +20.0% | 350 | 0.0% | 0.00% | 0.0% | |
| MPC | Sell | MARATHON PETE CORP | $6,000 | -78.6% | 200 | -72.8% | 0.00% | -66.7% |
| PHK | PIMCO HIGH INCOME FD | $6,000 | +20.0% | 1,020 | 0.0% | 0.00% | 0.0% | |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $12,000 | – | 225 | +100.0% | 0.00% | – |
| SMDV | PROSHARES TRruss 2000 divd | $7,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $6,000 | -25.0% | 566 | -26.1% | 0.00% | 0.0% |
| MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $8,000 | -11.1% | 629 | 0.0% | 0.00% | 0.0% | |
| FTLB | New | FIRST TR EXCHANGE-TRADED FDhedged buywrite | $6,000 | – | 300 | +100.0% | 0.00% | – |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| IYM | New | ISHARES TRu.s. bas mtl etf | $14,000 | – | 141 | +100.0% | 0.00% | – |
| PSK | SPDR SER TRwells fg pfd etf | $9,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% | |
| IYK | ISHARES TRu.s. cnsm gd etf | $10,000 | +25.0% | 66 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $8,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| CATY | CATHAY GEN BANCORP | $13,000 | -13.3% | 582 | 0.0% | 0.00% | -50.0% | |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $12,000 | +9.1% | 76 | +1.3% | 0.00% | 0.0% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% | |
| DTE | Buy | DTE ENERGY CO | $12,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
| VPU | VANGUARD WORLD FDSutilities etf | $9,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| SPMB | New | SPDR SER TRportfli mortgage | $12,000 | – | 447 | +100.0% | 0.00% | – |
| ESML | Buy | ISHARES TResg aware msci | $12,000 | +50.0% | 439 | +41.2% | 0.00% | 0.0% |
| DBEF | New | DBX ETF TRxtrack msci eafe | $9,000 | – | 300 | +100.0% | 0.00% | – |
| NDAQ | NASDAQ INC | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $13,000 | +8.3% | 1,120 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $9,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $10,000 | +11.1% | 45 | 0.0% | 0.00% | 0.0% | |
| ETB | EATON VANCE TAX MNGED BUY WR | $14,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MIN | New | MFS INTER INCOME TRsh ben int | $13,000 | – | 3,600 | +100.0% | 0.00% | – |
| MPA | BLACKROCK MUNIYIELD PA QLTY | $10,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $13,000 | +8.3% | 458 | 0.0% | 0.00% | 0.0% | |
| FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,000 | +133.3% | 66 | +94.1% | 0.00% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $7,000 | – | 400 | +100.0% | 0.00% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $9,000 | +12.5% | 53 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $10,000 | +11.1% | 9 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $15,000 | +15.4% | 315 | 0.0% | 0.00% | 0.0% | |
| TCS | CONTAINER STORE GROUP INC | $6,000 | +100.0% | 1,000 | 0.0% | 0.00% | – | |
| COF | CAPITAL ONE FINL CORP | $8,000 | +14.3% | 109 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $7,000 | -22.2% | 23 | 0.0% | 0.00% | 0.0% | |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $13,000 | – | 198 | +100.0% | 0.00% | – |
| GCOW | PACER FDS TRglobl cash etf | $7,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $11,000 | – | 570 | +100.0% | 0.00% | – |
| IR | INGERSOLL RAND INC | $6,000 | +20.0% | 169 | 0.0% | 0.00% | 0.0% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $9,000 | +350.0% | 305 | +475.5% | 0.00% | – |
| CAG | CONAGRA BRANDS INC | $9,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% | |
| PAWZ | New | PROSHARES TRpet care etf | $15,000 | – | 244 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $12,000 | – | 100 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $6,000 | – | 106 | +100.0% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP | $2,000 | -50.0% | 197 | 0.0% | 0.00% | – | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $1,000 | 0.0% | 1,264 | 0.0% | 0.00% | – | |
| PCG | PG&E CORP | $2,000 | +100.0% | 160 | 0.0% | 0.00% | – | |
| MRO | New | MARATHON OIL CORP | $1,000 | – | 200 | +100.0% | 0.00% | – |
| WATT | ENERGOUS CORP | $5,000 | +25.0% | 1,580 | 0.0% | 0.00% | – | |
| ENB | ENBRIDGE INC | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
| EMR | EMERSON ELEC CO | $4,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
| PBT | PERMIAN BASIN RTY TRunit ben int | $3,000 | -25.0% | 1,070 | 0.0% | 0.00% | – | |
| MANH | MANHATTAN ASSOCS INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| MGM | MGM RESORTS INTERNATIONAL | $5,000 | +25.0% | 225 | 0.0% | 0.00% | – | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $4,000 | -20.0% | 296 | 0.0% | 0.00% | -100.0% | |
| LUMENTUM HLDGS INCnote 0.250% 3/1 | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $1,000 | – | 69 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $3,000 | -25.0% | 275 | 0.0% | 0.00% | – | |
| VIDI | ETF SER SOLUTIONSvident intl eq | $2,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| HYHG | PROSHARES TRhgh yld int rate | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| LFVN | LIFEVANTAGE CORP | $1,000 | 0.0% | 103 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| RMR | Buy | RMR GROUP INCcl a | $1,000 | 0.0% | 28 | +3.7% | 0.00% | – |
| SSYS | STRATASYS LTD | $4,000 | -20.0% | 300 | 0.0% | 0.00% | -100.0% | |
| REZI | New | RESIDEO TECHNOLOGIES INC | $1,000 | – | 134 | +100.0% | 0.00% | – |
| LSXMA | LIBERTY MEDIA CORP DEL | $3,000 | 0.0% | 98 | 0.0% | 0.00% | – | |
| D | Sell | DOMINION ENERGY INC | $1,000 | -99.9% | 14 | -99.9% | 0.00% | -100.0% |
| DOCU | New | DOCUSIGN INC | $3,000 | – | 12 | +100.0% | 0.00% | – |
| NANR | New | SPDR INDEX SHS FDSs&p north amer | $5,000 | – | 166 | +100.0% | 0.00% | – |
| PRQR | PROQR THRAPEUTICS N V | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $3,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| LII | LENNOX INTL INC | $5,000 | +25.0% | 19 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| LCA | New | LANDCADIA HLDGS II INCcl a | $5,000 | – | 375 | +100.0% | 0.00% | – |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $3,000 | -57.1% | 48 | -59.7% | 0.00% | -100.0% |
| FMF | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KEY | KEYCORP | $3,000 | 0.0% | 260 | 0.0% | 0.00% | – | |
| J | JACOBS ENGR GROUP INC | $3,000 | +50.0% | 27 | 0.0% | 0.00% | – | |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -130 | -100.0% | 0.00% | – |
| NET | CLOUDFLARE INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KOMP | New | SPDR SER TRs&p kensho new | $5,000 | – | 126 | +100.0% | 0.00% | – |
| CLDR | CLOUDERA INC | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| BBEU | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $5,000 | 0.0% | 223 | 0.0% | 0.00% | -100.0% | |
| CHENIERE ENERGY INCnote 4.250% 3/1 | $1,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
| BBAX | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $4,000 | 0.0% | 177 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
| SLB | SCHLUMBERGER LTD | $3,000 | 0.0% | 165 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $4,000 | 0.0% | 123 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $4,000 | 0.0% | 198 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
| DGRO | New | ISHARES TRcore div grwth | $4,000 | – | 105 | +100.0% | 0.00% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $4,000 | – | 83 | +100.0% | 0.00% | – |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| BMYRT | Buy | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,000 | 0.0% | 401 | +0.2% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $3,000 | – | 200 | +100.0% | 0.00% | – |
| SUNPOWER CORPdbcv 4.000% 1/1 | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
| SYF | SYNCHRONY FINANCIAL | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| F | Sell | FORD MTR CO DEL | $4,000 | -20.0% | 558 | -35.0% | 0.00% | -100.0% |
| SYRS | New | SYROS PHARMACEUTICALS INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
| FTNT | FORTINET INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| NEAR | ISHARES U S ETF TRsht mat bd etf | $5,000 | 0.0% | 99 | 0.0% | 0.00% | -100.0% | |
| MCHI | New | ISHARES TRmsci china etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| TEI | TEMPLETON EMERGING MKTS INCO | $4,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| TER | New | TERADYNE INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| TTD | THE TRADE DESK INC | $5,000 | +25.0% | 9 | 0.0% | 0.00% | – | |
| TYG | New | TORTOISE ENERGY INFRA CORP | $5,000 | – | 325 | +100.0% | 0.00% | – |
| TRV | TRAVELERS COMPANIES INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| TCDA | TRICIDA INC | $5,000 | -64.3% | 500 | 0.0% | 0.00% | -100.0% | |
| TRNE | New | TRINE ACQUISITION CORP | $2,000 | – | 200 | +100.0% | 0.00% | – |
| BGY | BLACKROCK ENHANCED INTL DIV | $5,000 | 0.0% | 971 | 0.0% | 0.00% | -100.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $2,000 | -33.3% | 267 | -42.8% | 0.00% | – |
| UAA | UNDER ARMOUR INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| GNMK | GENMARK DIAGNOSTICS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| GERN | GERON CORP | $3,000 | 0.0% | 1,600 | 0.0% | 0.00% | – | |
| SMH | VANECK VECTORS ETF TRsemiconductor et | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
| GNLN | GREENLANE HLDGS INCcl a | $4,000 | -33.3% | 1,620 | 0.0% | 0.00% | -100.0% | |
| AVB | Sell | AVALONBAY CMNTYS INC | $1,000 | -98.0% | 6 | -98.1% | 0.00% | -100.0% |
| HCDI | New | HARBOR CUSTOM DEVELOPMENT IN | $1,000 | – | 200 | +100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC | $4,000 | -63.6% | 853 | 0.0% | 0.00% | -100.0% | |
| ATLAS AIR WORLDWIDE HLDGS INnote 1.875% 6/0 | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
| VFH | VANGUARD WORLD FDSfinancials etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| AZPN | ASPEN TECHNOLOGY INC | $3,000 | +50.0% | 21 | 0.0% | 0.00% | – | |
| ANET | ARISTA NETWORKS INC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| HRMY | New | HARMONY BIOSCIENCES HLDGS IN | $3,000 | – | 100 | +100.0% | 0.00% | – |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $3,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,000 | -75.0% | 11 | -70.3% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $1,000 | 0.0% | 131 | +1.6% | 0.00% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -114 | -100.0% | 0.00% | – |
| VXF | VANGUARD INDEX FDSextend mkt etf | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ARCC | ARES CAPITAL CORP | $5,000 | 0.0% | 377 | 0.0% | 0.00% | -100.0% | |
| HFC | HOLLYFRONTIER CORP | $1,000 | -50.0% | 55 | 0.0% | 0.00% | – | |
| VSTM | VERASTEM INC | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
| VRNT | VERINT SYS INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| VKTX | VIKING THERAPEUTICS INC | $1,000 | 0.0% | 197 | 0.0% | 0.00% | – | |
| APHA | APHRIA INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| INPHI CORPnote 1.125%12/0 | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
| WBS | WEBSTER FINL CORP CONN | $2,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| WCC | New | WESCO INTL INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| WDC | WESTERN DIGITAL CORP. | $2,000 | -33.3% | 59 | 0.0% | 0.00% | – | |
| AMWL | New | AMERICAN WELL CORPcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC NEW | $4,000 | – | 150 | +100.0% | 0.00% | – |
| AMRN | AMARIN CORP PLCspons adr new | $1,000 | 0.0% | 210 | 0.0% | 0.00% | – | |
| ALGN | ALIGN TECHNOLOGY INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $3,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
| AXTI | New | AXT INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| AMLP | ALPS ETF TRalerian mlp | $4,000 | -20.0% | 205 | 0.0% | 0.00% | -100.0% | |
| THD | ISHARES INCmsci thailnd etf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| NEUROCRINE BIOSCIENCES INCnote 2.250% 5/1 | $3,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
| NRZ | NEW RESIDENTIAL INVT CORP | $4,000 | 0.0% | 540 | 0.0% | 0.00% | – | |
| MYGN | MYRIAD GENETICS INC | $3,000 | +50.0% | 200 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| XONE | New | EXONE CO | $2,000 | – | 200 | +100.0% | 0.00% | – |
| MICROCHIP TECHNOLOGY INC.note 1.625% 2/1 | $4,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
| CHKP | CHECK POINT SOFTWARE TECH LTord | $4,000 | +33.3% | 32 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -82 | -100.0% | -0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -75 | -100.0% | -0.00% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -28 | -100.0% | -0.00% | – |
| AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -10,005 | -100.0% | -0.00% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| FLQS | Exit | FRANKLIN TEMPLETON ETF TRlibertyq us sml | $0 | – | -900 | -100.0% | -0.00% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -581 | -100.0% | -0.00% | – |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -573 | -100.0% | -0.00% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -316 | -100.0% | -0.00% | – |
| EPI | Exit | WISDOMTREE TRindia erngs fd | $0 | – | -1,340 | -100.0% | -0.00% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -612 | -100.0% | -0.00% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -1,500 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 44 | Q3 2023 | 10.1% |
| ISHARES TR | 44 | Q3 2023 | 17.2% |
| ISHARES TR | 44 | Q3 2023 | 6.2% |
| ISHARES TR | 44 | Q3 2023 | 4.3% |
| ISHARES TR | 44 | Q3 2023 | 5.9% |
| ISHARES TR | 44 | Q3 2023 | 6.1% |
| ISHARES TR | 44 | Q3 2023 | 5.3% |
| ISHARES TR | 44 | Q3 2023 | 5.3% |
| VANGUARDINDEX FDS | 44 | Q3 2023 | 4.1% |
| ISHARES TR | 44 | Q3 2023 | 2.5% |
View Capital Analysts, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
| 13F-HR/A | 2021-11-15 |
View Capital Analysts, 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.