$1.52 Billion is the total value of Capital Analysts, LLC's 1234 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 19.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Buy | ISHARES TRcore s&p500 etf | $144,392,000 | +2.5% | 335,156 | +2.3% | 9.47% | +0.2% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $84,244,000 | +4.1% | 1,669,536 | +3.8% | 5.53% | +1.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $71,719,000 | +5.0% | 965,912 | +5.9% | 4.71% | +2.6% |
AGG | Buy | ISHARES TRcore us aggbd et | $58,438,000 | +5.3% | 508,913 | +5.8% | 3.83% | +2.9% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $47,355,000 | +1.5% | 180,009 | +3.6% | 3.11% | -0.9% |
GUNR | Buy | FLEXSHARES TRmornstar upstr | $40,955,000 | -1.6% | 1,119,001 | +2.9% | 2.69% | -3.9% |
IEMG | Buy | ISHARES INCcore msci emkt | $37,536,000 | -1.7% | 607,758 | +6.7% | 2.46% | -3.9% |
HYLB | Buy | DBX ETF TRxtrack usd high | $36,076,000 | +6.1% | 900,090 | +6.7% | 2.37% | +3.6% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $32,090,000 | +3.5% | 753,286 | +6.8% | 2.11% | +1.2% |
MSFT | Buy | MICROSOFT CORP | $28,997,000 | +6.7% | 102,853 | +2.5% | 1.90% | +4.3% |
SPIP | Buy | SPDR SER TRportfli tips etf | $29,008,000 | +4.3% | 932,726 | +4.5% | 1.90% | +1.9% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $25,827,000 | +6.7% | 253,383 | +6.7% | 1.70% | +4.2% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $25,092,000 | -2.2% | 255,053 | -1.8% | 1.65% | -4.4% |
BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $21,536,000 | +5.2% | 378,082 | +5.4% | 1.41% | +2.8% |
AAPL | Buy | APPLE INC | $18,634,000 | +4.1% | 131,688 | +0.8% | 1.22% | +1.7% |
DGRO | Sell | ISHARES TRcore div grwth | $17,635,000 | -9.9% | 351,009 | -9.7% | 1.16% | -11.9% |
MUB | Buy | ISHARES TRnational mun etf | $14,074,000 | +4.8% | 121,154 | +5.7% | 0.92% | +2.3% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $12,524,000 | +47.4% | 152,839 | +47.8% | 0.82% | +44.2% |
IEF | Buy | ISHARES TRbarclays 7 10 yr | $12,391,000 | +5.1% | 107,540 | +5.3% | 0.81% | +2.7% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $11,302,000 | -0.6% | 107,269 | -0.0% | 0.74% | -2.8% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,249,000 | +2.1% | 152,191 | +0.4% | 0.74% | -0.3% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $10,555,000 | +0.2% | 289,028 | +0.7% | 0.69% | -2.0% |
IVE | Sell | ISHARES TRs&p 500 val etf | $10,484,000 | -2.0% | 72,096 | -0.5% | 0.69% | -4.3% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $10,313,000 | +4.5% | 164,266 | +501.0% | 0.68% | +2.1% |
GS | Sell | GOLDMAN SACHS GROUP INC | $10,103,000 | -0.5% | 26,726 | -0.1% | 0.66% | -2.8% |
BOND | Buy | PIMCO ETF TRactive bd etf | $9,811,000 | +3.8% | 88,748 | +4.1% | 0.64% | +1.4% |
IJR | Buy | ISHARES TRcore s&p scp etf | $9,372,000 | -0.8% | 85,830 | +2.6% | 0.62% | -3.1% |
SCZ | Buy | ISHARES TReafe sml cp etf | $9,342,000 | +4.5% | 125,545 | +4.1% | 0.61% | +2.2% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $8,509,000 | +3.4% | 77,304 | +5.6% | 0.56% | +0.9% |
PG | Buy | PROCTER AND GAMBLE CO | $7,933,000 | +4.1% | 56,744 | +0.5% | 0.52% | +1.8% |
CMCSA | Buy | COMCAST CORP NEWcl a | $7,818,000 | +0.2% | 139,779 | +2.2% | 0.51% | -2.1% |
MS | Sell | MORGAN STANLEY | $7,725,000 | +4.8% | 79,390 | -1.2% | 0.51% | +2.4% |
HYD | Buy | VANECK ETF TRUSThigh yld munietf | $7,663,000 | +2.9% | 122,650 | +4.8% | 0.50% | +0.6% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,566,000 | -1.7% | 49,258 | -1.0% | 0.50% | -4.1% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,479,000 | +6.7% | 87,017 | +5.9% | 0.49% | +4.2% |
COP | Buy | CONOCOPHILLIPS | $7,183,000 | +13.9% | 105,987 | +2.4% | 0.47% | +11.3% |
FB | Buy | FACEBOOK INCcl a | $7,185,000 | +39.4% | 21,170 | +42.8% | 0.47% | +36.1% |
TGT | Buy | TARGET CORP | $6,894,000 | -4.9% | 30,135 | +0.4% | 0.45% | -7.2% |
ZTS | Buy | ZOETIS INCcl a | $6,834,000 | +4.5% | 35,205 | +0.3% | 0.45% | +2.1% |
USMV | Sell | ISHARES TRmsci usa min vol | $6,791,000 | -11.4% | 92,401 | -11.3% | 0.45% | -13.4% |
AMT | Buy | AMERICAN TOWER CORP NEW | $6,771,000 | -0.6% | 25,513 | +1.2% | 0.44% | -2.8% |
AMZN | Buy | AMAZON COM INC | $6,731,000 | -0.7% | 2,049 | +4.0% | 0.44% | -2.9% |
V | Buy | VISA INC | $6,626,000 | -2.4% | 29,747 | +2.4% | 0.44% | -4.6% |
DHI | Buy | D R HORTON INC | $6,563,000 | -6.9% | 78,164 | +0.2% | 0.43% | -8.9% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $6,436,000 | +7.9% | 27,703 | +0.7% | 0.42% | +5.5% |
AVGO | Buy | BROADCOM INC | $6,398,000 | +3.4% | 13,193 | +1.6% | 0.42% | +1.0% |
C | Buy | CITIGROUP INC | $6,379,000 | +1.4% | 90,886 | +2.3% | 0.42% | -0.7% |
JPM | Buy | JPMORGAN CHASE & CO | $6,304,000 | +5.8% | 38,513 | +0.6% | 0.41% | +3.5% |
SPMD | Sell | SPDR SER TRportfolio s&p400 | $6,124,000 | -5.4% | 132,663 | -3.3% | 0.40% | -7.6% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $6,026,000 | -2.9% | 10,468 | -1.2% | 0.40% | -5.3% |
FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $5,918,000 | +4.8% | 110,227 | +2.2% | 0.39% | +2.4% |
ANTM | Buy | ANTHEM INC | $5,864,000 | -0.5% | 15,730 | +1.9% | 0.38% | -2.8% |
ABT | Buy | ABBOTT LABS | $5,847,000 | +3.9% | 49,497 | +1.9% | 0.38% | +1.6% |
ALLY | New | ALLY FINL INC | $5,838,000 | – | 114,350 | +100.0% | 0.38% | – |
MDT | Buy | MEDTRONIC PLC | $5,719,000 | +3.9% | 45,622 | +2.9% | 0.38% | +1.4% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $5,693,000 | -1.1% | 49,582 | +2.2% | 0.37% | -3.4% |
WM | Sell | WASTE MGMT INC DEL | $5,577,000 | +4.1% | 37,345 | -2.3% | 0.37% | +1.7% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $5,315,000 | -4.0% | 15,288 | +0.9% | 0.35% | -6.2% |
APD | Buy | AIR PRODS & CHEMS INC | $5,311,000 | -8.5% | 20,736 | +2.8% | 0.35% | -10.8% |
LOW | Buy | LOWES COS INC | $5,202,000 | +5.1% | 25,646 | +0.5% | 0.34% | +2.7% |
BDX | Buy | BECTON DICKINSON & CO | $5,107,000 | +5.8% | 20,774 | +4.7% | 0.34% | +3.4% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $5,013,000 | +5.8% | 22,761 | +3.8% | 0.33% | +3.5% |
IBB | Sell | ISHARES TRishares biotech | $4,913,000 | -7.0% | 30,387 | -5.8% | 0.32% | -9.3% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $4,903,000 | -15.9% | 63,356 | +3.8% | 0.32% | -17.6% |
CVX | Sell | CHEVRON CORP NEW | $4,836,000 | -3.6% | 47,666 | -0.4% | 0.32% | -5.9% |
JNJ | Buy | JOHNSON & JOHNSON | $4,781,000 | -0.8% | 29,605 | +1.2% | 0.31% | -3.1% |
UNH | Buy | UNITEDHEALTH GROUP INC | $4,619,000 | -1.0% | 11,822 | +1.5% | 0.30% | -3.2% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $4,616,000 | +2.4% | 93,435 | +2.7% | 0.30% | 0.0% |
NFLX | Buy | NETFLIX INC | $4,602,000 | +17.9% | 7,540 | +2.1% | 0.30% | +15.3% |
MRK | Buy | MERCK & CO INC | $4,604,000 | -3.0% | 61,293 | +0.4% | 0.30% | -5.3% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,473,000 | +6.1% | 60,242 | +8.1% | 0.29% | +3.5% |
JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $4,465,000 | +26.6% | 74,906 | +28.6% | 0.29% | +23.6% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $4,386,000 | +17.8% | 121,124 | +19.7% | 0.29% | +15.2% |
PEP | Sell | PEPSICO INC | $4,374,000 | +0.9% | 29,085 | -0.6% | 0.29% | -1.4% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $4,330,000 | -1.5% | 41,899 | -0.1% | 0.28% | -3.7% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $4,330,000 | -0.6% | 53,340 | +3.6% | 0.28% | -3.1% |
DIS | Buy | DISNEY WALT CO | $4,331,000 | -3.6% | 25,602 | +0.2% | 0.28% | -6.0% |
EFAV | Sell | ISHARES TRmsci eafe min vl | $4,201,000 | -9.9% | 55,768 | -9.7% | 0.28% | -11.8% |
LH | Sell | LABORATORY CORP AMER HLDGS | $4,157,000 | -0.7% | 14,770 | -2.6% | 0.27% | -2.8% |
FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $4,136,000 | -16.6% | 87,041 | -17.3% | 0.27% | -18.6% |
CRM | Buy | SALESFORCE COM INC | $3,854,000 | +15.5% | 14,209 | +4.0% | 0.25% | +12.9% |
WMT | Sell | WALMART INC | $3,731,000 | -1.5% | 26,769 | -0.3% | 0.24% | -3.5% |
ACN | Buy | ACCENTURE PLC IRELAND | $3,689,000 | +8.9% | 11,532 | +0.4% | 0.24% | +6.6% |
SDY | Buy | SPDR SER TRs&p divid etf | $3,677,000 | -2.9% | 31,287 | +1.1% | 0.24% | -5.1% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,643,000 | +0.8% | 24,395 | -0.3% | 0.24% | -1.6% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $3,565,000 | +2.5% | 23,223 | -0.0% | 0.23% | 0.0% |
HD | Buy | HOME DEPOT INC | $3,551,000 | +5.8% | 10,816 | +2.8% | 0.23% | +3.6% |
COST | Buy | COSTCO WHSL CORP NEW | $3,539,000 | +14.4% | 7,875 | +0.7% | 0.23% | +11.5% |
VRIG | Sell | INVESCO ACTIVELY MANAGED ETFvar rate invt | $3,487,000 | -0.8% | 138,821 | -0.9% | 0.23% | -3.0% |
EMR | Sell | EMERSON ELEC CO | $3,407,000 | -2.8% | 36,165 | -0.7% | 0.22% | -4.7% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,387,000 | +5.1% | 11,670 | +3.9% | 0.22% | +2.8% |
DVY | Sell | ISHARES TRselect divid etf | $3,358,000 | -3.7% | 29,279 | -2.1% | 0.22% | -6.0% |
GOOG | Sell | ALPHABET INCcap stk cl c | $3,279,000 | +5.7% | 1,230 | -0.6% | 0.22% | +3.4% |
PYPL | Buy | PAYPAL HLDGS INC | $3,212,000 | -9.8% | 12,343 | +1.0% | 0.21% | -11.7% |
WMB | Sell | WILLIAMS COS INC | $3,208,000 | -2.9% | 123,665 | -0.6% | 0.21% | -5.4% |
PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $3,203,000 | +792.2% | 58,537 | +772.3% | 0.21% | +775.0% |
BAC | Buy | BK OF AMERICA CORP | $3,159,000 | +8.7% | 74,395 | +5.6% | 0.21% | +6.2% |
VLUE | Sell | ISHARES TRmsci usa value | $3,109,000 | -5.4% | 30,874 | -1.3% | 0.20% | -7.7% |
CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $3,030,000 | +1116.9% | 54,262 | +1068.7% | 0.20% | +1070.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,013,000 | -7.2% | 8,417 | -8.2% | 0.20% | -9.2% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $3,006,000 | -10.7% | 138,889 | -0.4% | 0.20% | -12.8% |
ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $2,987,000 | +2.7% | 58,298 | +3.9% | 0.20% | +0.5% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,994,000 | -3.6% | 59,183 | -3.0% | 0.20% | -6.2% |
SUM | Sell | SUMMIT MATLS INCcl a | $2,934,000 | -9.5% | 91,772 | -1.3% | 0.19% | -11.5% |
ET | Buy | ENERGY TRANSFER L P | $2,905,000 | -9.2% | 303,196 | +0.8% | 0.19% | -11.2% |
DHR | Buy | DANAHER CORPORATION | $2,907,000 | +16.3% | 9,550 | +2.6% | 0.19% | +13.7% |
PFE | Buy | PFIZER INC | $2,911,000 | +13.4% | 67,682 | +3.2% | 0.19% | +11.0% |
LMT | Sell | LOCKHEED MARTIN CORP | $2,870,000 | -12.3% | 8,317 | -3.8% | 0.19% | -14.5% |
IUSG | Buy | ISHARES TRcore s&p us gwt | $2,863,000 | +24.4% | 27,958 | +22.6% | 0.19% | +21.3% |
OKE | Buy | ONEOK INC NEW | $2,871,000 | +4.3% | 49,504 | +0.0% | 0.19% | +1.6% |
HON | Sell | HONEYWELL INTL INC | $2,850,000 | -3.7% | 13,424 | -0.5% | 0.19% | -6.0% |
SBNY | Buy | SIGNATURE BK NEW YORK N Y | $2,823,000 | +14.8% | 10,368 | +3.6% | 0.18% | +12.1% |
BA | Buy | BOEING CO | $2,793,000 | -7.4% | 12,699 | +0.9% | 0.18% | -9.9% |
XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $2,772,000 | -13.0% | 52,774 | -11.5% | 0.18% | -15.0% |
IXUS | Buy | ISHARES TRcore msci total | $2,766,000 | +7.0% | 38,965 | +10.4% | 0.18% | +4.0% |
IUSV | Buy | ISHARES TRcore s&p us vlu | $2,729,000 | +27.3% | 38,499 | +29.3% | 0.18% | +24.3% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,729,000 | +22.3% | 4,778 | +8.0% | 0.18% | +19.3% |
GD | Buy | GENERAL DYNAMICS CORP | $2,645,000 | +9.4% | 13,494 | +5.1% | 0.17% | +7.4% |
PLD | Sell | PROLOGIS INC. | $2,621,000 | +2.0% | 20,897 | -2.8% | 0.17% | -0.6% |
KMI | Buy | KINDER MORGAN INC DEL | $2,608,000 | -8.0% | 155,885 | +0.2% | 0.17% | -10.0% |
SNPS | Buy | SYNOPSYS INC | $2,575,000 | +9.4% | 8,600 | +0.8% | 0.17% | +7.0% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $2,573,000 | +11.7% | 35,121 | +12.9% | 0.17% | +9.0% |
RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,553,000 | -0.9% | 8,857 | -0.2% | 0.17% | -2.9% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,560,000 | -6.6% | 50,477 | -6.5% | 0.17% | -8.7% |
NEM | Buy | NEWMONT CORP | $2,545,000 | -14.1% | 46,864 | +0.2% | 0.17% | -16.1% |
SHW | Buy | SHERWIN WILLIAMS CO | $2,494,000 | +2.8% | 8,916 | +0.2% | 0.16% | +0.6% |
LEMB | Buy | ISHARES INCjp morgan em etf | $2,431,000 | -2.8% | 57,386 | +0.1% | 0.16% | -4.8% |
CSCO | Sell | CISCO SYS INC | $2,392,000 | +0.9% | 43,947 | -1.7% | 0.16% | -1.3% |
EQIX | Buy | EQUINIX INC | $2,376,000 | +1.2% | 3,007 | +2.8% | 0.16% | -1.3% |
QCOM | Buy | QUALCOMM INC | $2,370,000 | -5.8% | 18,375 | +4.4% | 0.16% | -7.7% |
PXD | Buy | PIONEER NAT RES CO | $2,358,000 | +10.3% | 14,159 | +7.6% | 0.16% | +7.6% |
GM | Sell | GENERAL MTRS CO | $2,341,000 | -11.1% | 44,421 | -0.1% | 0.15% | -13.0% |
BSX | Buy | BOSTON SCIENTIFIC CORP | $2,310,000 | +5.6% | 53,247 | +4.1% | 0.15% | +3.4% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $2,324,000 | +2.7% | 17,873 | +4.7% | 0.15% | 0.0% |
EA | Buy | ELECTRONIC ARTS INC | $2,323,000 | +3.8% | 16,330 | +5.0% | 0.15% | +1.3% |
RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,303,000 | -3.5% | 14,950 | +1.0% | 0.15% | -5.6% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,290,000 | +2.4% | 7,678 | +0.6% | 0.15% | 0.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $2,264,000 | +4.5% | 6,287 | +5.5% | 0.15% | +2.1% |
SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $2,224,000 | +2.1% | 32,043 | +6.0% | 0.15% | 0.0% |
BLK | Sell | BLACKROCK INC | $2,208,000 | -5.7% | 2,633 | -1.6% | 0.14% | -7.6% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,160,000 | +34.5% | 42,790 | +37.3% | 0.14% | +31.5% |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $2,156,000 | -0.7% | 46,853 | -0.1% | 0.14% | -3.4% |
MTH | Buy | MERITAGE HOMES CORP | $2,123,000 | +9.3% | 21,882 | +6.0% | 0.14% | +6.9% |
FISV | Buy | FISERV INC | $2,092,000 | +10.9% | 19,288 | +9.3% | 0.14% | +7.9% |
MCD | Sell | MCDONALDS CORP | $2,051,000 | +1.7% | 8,507 | -2.5% | 0.14% | 0.0% |
CVS | Buy | CVS HEALTH CORP | $2,024,000 | +2.4% | 23,849 | +0.6% | 0.13% | 0.0% |
IQLT | Buy | ISHARES TRmsci intl qualty | $2,015,000 | +4.0% | 53,200 | +5.9% | 0.13% | +1.5% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,997,000 | +16.9% | 31,198 | +15.0% | 0.13% | +13.9% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,992,000 | +1.8% | 37,886 | +1.5% | 0.13% | 0.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,961,000 | -0.8% | 36,308 | +2.9% | 0.13% | -3.0% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,939,000 | +13.6% | 45,582 | +21.5% | 0.13% | +10.4% |
KO | Buy | COCA COLA CO | $1,927,000 | -2.2% | 36,717 | +0.9% | 0.13% | -4.5% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,900,000 | 0.0% | 9,017 | +11.0% | 0.12% | -2.3% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,901,000 | +2.1% | 8,563 | +2.5% | 0.12% | 0.0% |
RCD | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $1,869,000 | -3.2% | 12,964 | -0.5% | 0.12% | -5.4% |
CFG | Sell | CITIZENS FINL GROUP INC | $1,875,000 | -1.4% | 39,919 | -3.7% | 0.12% | -3.9% |
ARKK | Sell | ARK ETF TRinnovation etf | $1,807,000 | -17.4% | 16,354 | -2.2% | 0.12% | -19.0% |
PTON | Buy | PELOTON INTERACTIVE INC | $1,815,000 | -26.8% | 20,854 | +4.3% | 0.12% | -28.3% |
ETN | Sell | EATON CORP PLC | $1,793,000 | -3.4% | 12,006 | -4.2% | 0.12% | -5.6% |
HYDW | Sell | DBX ETF TRxtrackers low | $1,806,000 | -17.2% | 35,563 | -17.0% | 0.12% | -19.2% |
MET | Sell | METLIFE INC | $1,799,000 | -0.2% | 29,147 | -3.2% | 0.12% | -2.5% |
DISCA | Buy | DISCOVERY INC | $1,739,000 | -7.4% | 68,506 | +12.0% | 0.11% | -9.5% |
IGV | Buy | ISHARES TRexpanded tech | $1,720,000 | +5.5% | 4,311 | +3.2% | 0.11% | +3.7% |
PAYX | Sell | PAYCHEX INC | $1,713,000 | +0.6% | 15,234 | -4.0% | 0.11% | -1.8% |
GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $1,689,000 | -5.1% | 32,039 | -6.0% | 0.11% | -7.5% |
SBR | Buy | SABINE RTY TRunit ben int | $1,673,000 | +7.0% | 39,073 | +0.8% | 0.11% | +4.8% |
RWR | Buy | SPDR SER TRdj reit etf | $1,674,000 | +9747.1% | 15,882 | +9525.5% | 0.11% | +10900.0% |
DES | Sell | WISDOMTREE TRus smallcap divd | $1,674,000 | -36.0% | 54,305 | -33.7% | 0.11% | -37.5% |
GLD | SPDR GOLD TR | $1,684,000 | -0.8% | 10,252 | 0.0% | 0.11% | -3.5% | |
RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $1,654,000 | +0.1% | 16,108 | +0.7% | 0.11% | -1.8% |
EXPD | EXPEDITORS INTL WASH INC | $1,637,000 | -5.9% | 13,738 | 0.0% | 0.11% | -8.5% | |
SBUX | Buy | STARBUCKS CORP | $1,592,000 | +6.6% | 14,431 | +8.0% | 0.10% | +4.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,577,000 | +6.9% | 590 | -2.3% | 0.10% | +4.0% |
IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,538,000 | +28.3% | 8,633 | +31.0% | 0.10% | +24.7% |
IWP | Sell | ISHARES TRrus md cp gr etf | $1,524,000 | -1.7% | 13,596 | -0.8% | 0.10% | -3.8% |
DVYE | Sell | ISHARES INCem mkts div etf | $1,525,000 | -0.1% | 39,194 | -0.2% | 0.10% | -2.0% |
TYL | TYLER TECHNOLOGIES INC | $1,488,000 | +1.4% | 3,245 | 0.0% | 0.10% | -1.0% | |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,475,000 | -2.1% | 14,324 | +0.2% | 0.10% | -4.0% |
ADI | Sell | ANALOG DEVICES INC | $1,466,000 | -6.9% | 8,756 | -4.2% | 0.10% | -9.4% |
DRI | Sell | DARDEN RESTAURANTS INC | $1,462,000 | -0.1% | 9,650 | -3.8% | 0.10% | -2.0% |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $1,465,000 | -16.8% | 23,381 | -14.8% | 0.10% | -18.6% |
NEE | Sell | NEXTERA ENERGY INC | $1,442,000 | +6.9% | 18,359 | -0.3% | 0.10% | +4.4% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,434,000 | +0.3% | 3,341 | +0.1% | 0.09% | -2.1% |
RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $1,428,000 | +4.7% | 23,269 | +2.0% | 0.09% | +2.2% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,385,000 | -65.1% | 20,115 | -64.5% | 0.09% | -65.8% |
IQDG | Buy | WISDOMTREE TRintl qulty div | $1,391,000 | +2.3% | 36,532 | +6.9% | 0.09% | 0.0% |
CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $1,324,000 | -2.7% | 15,513 | -1.2% | 0.09% | -4.4% |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,333,000 | -14.1% | 7,690 | -3.3% | 0.09% | -16.3% |
EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $1,293,000 | +2.1% | 35,156 | +0.5% | 0.08% | 0.0% |
IMCG | Sell | ISHARES TRmrgstr md cp grw | $1,276,000 | -0.5% | 18,521 | -0.5% | 0.08% | -2.3% |
ARKF | Buy | ARK ETF TRfintech innova | $1,276,000 | -8.6% | 25,843 | +0.2% | 0.08% | -10.6% |
IP | Sell | INTERNATIONAL PAPER CO | $1,279,000 | -10.9% | 22,871 | -2.3% | 0.08% | -12.5% |
FM | Buy | ISHARES INCmsci frontier | $1,262,000 | +4.0% | 37,214 | +1.8% | 0.08% | +2.5% |
MSD | Sell | MORGAN STANLEY EMKT DBT FD I | $1,238,000 | -4.2% | 135,946 | -1.6% | 0.08% | -6.9% |
IWL | Sell | ISHARES TRrus top 200 etf | $1,200,000 | -10.6% | 11,644 | -10.8% | 0.08% | -12.2% |
FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $1,206,000 | +1.7% | 28,824 | +3.6% | 0.08% | -1.2% |
RF | Sell | REGIONS FINANCIAL CORP NEW | $1,190,000 | +3.6% | 55,856 | -1.9% | 0.08% | +1.3% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,191,000 | +1.6% | 26,065 | +2.4% | 0.08% | -1.3% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,147,000 | +3.4% | 8,580 | +5.6% | 0.08% | +1.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,125,000 | -3.0% | 4,121 | -1.2% | 0.07% | -5.1% |
TTE | Sell | TOTALENERGIES SEsponsored ads | $1,128,000 | +4.0% | 23,544 | -1.8% | 0.07% | +1.4% |
SMLV | Sell | SPDR SER TRssga us smal etf | $1,115,000 | -19.7% | 9,936 | -19.4% | 0.07% | -21.5% |
WST | WEST PHARMACEUTICAL SVSC INC | $1,100,000 | +18.4% | 2,590 | 0.0% | 0.07% | +16.1% | |
HEIA | HEICO CORP NEWcl a | $1,092,000 | -4.6% | 9,220 | 0.0% | 0.07% | -6.5% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,093,000 | -0.1% | 5,441 | -0.1% | 0.07% | -1.4% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,062,000 | +0.7% | 10,608 | +4.8% | 0.07% | -1.4% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,062,000 | +4.8% | 18,055 | +6.4% | 0.07% | +2.9% |
BNDC | Buy | FLEXSHARES TRcre slct bd fd | $1,069,000 | +2.5% | 40,730 | +3.0% | 0.07% | 0.0% |
QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,073,000 | -9.9% | 17,145 | -0.4% | 0.07% | -12.5% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,037,000 | -1.9% | 13,090 | +0.3% | 0.07% | -4.2% |
ILCG | ISHARES TRmorningstar grwt | $1,025,000 | +1.2% | 15,638 | 0.0% | 0.07% | -1.5% | |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $982,000 | +1.3% | 19,175 | +1.3% | 0.06% | -1.5% |
ORCL | Buy | ORACLE CORP | $932,000 | +53.8% | 10,700 | +37.5% | 0.06% | +48.8% |
FTNT | Buy | FORTINET INC | $913,000 | +24.7% | 3,128 | +1.8% | 0.06% | +22.4% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $900,000 | +2.5% | 8,946 | +7.4% | 0.06% | 0.0% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $905,000 | -0.7% | 14,314 | +3.1% | 0.06% | -3.3% |
PBT | PERMIAN BASIN RTY TRunit ben int | $898,000 | +1.9% | 156,773 | 0.0% | 0.06% | 0.0% | |
MCO | Buy | MOODYS CORP | $895,000 | -0.6% | 2,520 | +1.4% | 0.06% | -1.7% |
IWV | ISHARES TRrussell 3000 etf | $893,000 | -0.4% | 3,505 | 0.0% | 0.06% | -1.7% | |
SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $848,000 | -1.2% | 9,731 | +0.6% | 0.06% | -3.4% |
TJX | Buy | TJX COS INC NEW | $788,000 | +5.2% | 11,939 | +7.4% | 0.05% | +4.0% |
SPGI | Buy | S&P GLOBAL INC | $787,000 | +4.0% | 1,853 | +0.5% | 0.05% | +2.0% |
HACK | Buy | ETF MANAGERS TRprime cybr scrty | $752,000 | +86.6% | 12,371 | +86.1% | 0.05% | +81.5% |
DD | Buy | DUPONT DE NEMOURS INC | $742,000 | -3.6% | 10,919 | +9.7% | 0.05% | -5.8% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $729,000 | -10.0% | 2,483 | -4.5% | 0.05% | -11.1% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $732,000 | +0.7% | 8,567 | +1.2% | 0.05% | -2.0% |
IWC | Buy | ISHARES TRmicro-cap etf | $738,000 | +5.1% | 5,117 | +11.2% | 0.05% | +2.1% |
COF | Sell | CAPITAL ONE FINL CORP | $725,000 | -10.4% | 4,479 | -14.3% | 0.05% | -11.1% |
T | Buy | AT&T INC | $716,000 | +9.1% | 26,516 | +16.4% | 0.05% | +6.8% |
IWS | Buy | ISHARES TRrus mdcp val etf | $711,000 | +0.7% | 6,278 | +2.2% | 0.05% | 0.0% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $696,000 | 0.0% | 2,941 | +0.2% | 0.05% | -2.1% |
WSO | WATSCO INC | $684,000 | -7.7% | 2,585 | 0.0% | 0.04% | -10.0% | |
PRN | Sell | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $685,000 | -0.6% | 6,896 | -0.4% | 0.04% | -2.2% |
SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $649,000 | -0.2% | 15,620 | 0.0% | 0.04% | -2.3% | |
ABBV | Buy | ABBVIE INC | $634,000 | +15.5% | 5,875 | +20.6% | 0.04% | +13.5% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $638,000 | +27.3% | 7,135 | +28.1% | 0.04% | +23.5% |
TSLA | Buy | TESLA INC | $636,000 | +16.9% | 820 | +2.5% | 0.04% | +13.5% |
PM | Sell | PHILIP MORRIS INTL INC | $630,000 | -4.7% | 6,642 | -0.4% | 0.04% | -6.8% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $626,000 | +24.0% | 6,149 | +23.9% | 0.04% | +20.6% |
ESPO | Sell | VANECK ETF TRUSTvideo gmng esprt | $626,000 | -57.5% | 9,632 | -52.6% | 0.04% | -58.6% |
IGSB | Sell | ISHARES TR | $610,000 | -3.2% | 11,165 | -2.8% | 0.04% | -4.8% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $616,000 | -21.3% | 3,384 | -10.1% | 0.04% | -24.5% |
ROP | ROPER TECHNOLOGIES INC | $605,000 | -5.0% | 1,355 | 0.0% | 0.04% | -7.0% | |
TEI | TEMPLETON EMERGING MKTS INCO | $599,000 | -2.9% | 77,370 | 0.0% | 0.04% | -4.9% | |
AON | AON PLC | $595,000 | +19.7% | 2,081 | 0.0% | 0.04% | +18.2% | |
IWN | Sell | ISHARES TRrus 2000 val etf | $596,000 | -4.3% | 3,719 | -1.0% | 0.04% | -7.1% |
CPZ | Buy | CALAMOS LNG SHR EQT DYNAMIC | $602,000 | +100.7% | 29,598 | +105.1% | 0.04% | +95.0% |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $576,000 | -29.4% | 8,528 | -29.1% | 0.04% | -30.9% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $574,000 | -0.5% | 3,830 | 0.0% | 0.04% | -2.6% | |
NVDA | Buy | NVIDIA CORPORATION | $561,000 | +12.4% | 2,709 | +334.8% | 0.04% | +8.8% |
MO | Buy | ALTRIA GROUP INC | $567,000 | +7.2% | 12,452 | +12.3% | 0.04% | +2.8% |
REET | Buy | ISHARES TRglobal reit etf | $545,000 | +5.6% | 19,875 | +6.7% | 0.04% | +2.9% |
XOM | Buy | EXXON MOBIL CORP | $549,000 | +7.2% | 9,320 | +14.9% | 0.04% | +5.9% |
ESG | Sell | FLEXSHARES TRstox us esg slct | $530,000 | -2.6% | 5,019 | -3.1% | 0.04% | -5.4% |
CPRT | COPART INC | $524,000 | +5.2% | 3,775 | 0.0% | 0.03% | +3.0% | |
XME | Buy | SPDR SER TRs&p metals mng | $512,000 | -3.0% | 12,269 | +0.1% | 0.03% | -2.9% |
GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $525,000 | +0.4% | 9,247 | +0.8% | 0.03% | -2.9% |
DE | Sell | DEERE & CO | $510,000 | -5.9% | 1,523 | -0.9% | 0.03% | -8.3% |
PNC | Buy | PNC FINL SVCS GROUP INC | $504,000 | +83.3% | 2,578 | +78.8% | 0.03% | +83.3% |
SYK | Buy | STRYKER CORPORATION | $510,000 | +3.4% | 1,934 | +1.8% | 0.03% | 0.0% |
IGF | ISHARES TRglb infrastr etf | $504,000 | +1.2% | 10,976 | 0.0% | 0.03% | 0.0% | |
ATRI | ATRION CORP | $483,000 | +12.3% | 693 | 0.0% | 0.03% | +10.3% | |
USB | Buy | US BANCORP DEL | $479,000 | +5.7% | 8,052 | +1.2% | 0.03% | +3.3% |
EFG | Sell | ISHARES TReafe grwth etf | $470,000 | -0.8% | 4,419 | -0.1% | 0.03% | -3.1% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $479,000 | +3.0% | 8,100 | +16.3% | 0.03% | 0.0% |
JCI | Sell | JOHNSON CTLS INTL PLC | $477,000 | -9.0% | 7,013 | -8.2% | 0.03% | -11.4% |
ANSS | ANSYS INC | $477,000 | -1.9% | 1,400 | 0.0% | 0.03% | -6.1% | |
AR | Sell | ANTERO RESOURCES CORP | $458,000 | +23.1% | 24,327 | -1.8% | 0.03% | +20.0% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $440,000 | +32.9% | 7,747 | +34.3% | 0.03% | +31.8% |
PPG | Sell | PPG INDS INC | $449,000 | -16.1% | 3,139 | -0.3% | 0.03% | -19.4% |
INTC | Sell | INTEL CORP | $449,000 | -21.4% | 8,422 | -17.2% | 0.03% | -23.7% |
ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $433,000 | -2.3% | 5,405 | -2.3% | 0.03% | -6.7% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $409,000 | +1.0% | 2,276 | +0.2% | 0.03% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $408,000 | +3.0% | 4,179 | +4.1% | 0.03% | 0.0% |
DGRE | Buy | WISDOMTREE TRem mkts qtly div | $389,000 | +72.1% | 13,861 | +84.2% | 0.03% | +73.3% |
QWLD | SPDR INDEX SHS FDSmsci wrld strgic | $390,000 | 0.0% | 3,772 | 0.0% | 0.03% | 0.0% | |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $401,000 | +188.5% | 10,972 | +176.7% | 0.03% | +188.9% |
MKTX | MARKETAXESS HLDGS INC | $392,000 | -9.3% | 932 | 0.0% | 0.03% | -10.3% | |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $397,000 | +37.4% | 7,500 | +37.3% | 0.03% | +36.8% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $388,000 | -2.8% | 2,791 | +2.5% | 0.02% | -7.4% |
AXP | Buy | AMERICAN EXPRESS CO | $376,000 | +8.7% | 2,243 | +7.2% | 0.02% | +8.7% |
IDXX | Sell | IDEXX LABS INC | $383,000 | -44.1% | 616 | -43.2% | 0.02% | -45.7% |
NVS | Sell | NOVARTIS AGsponsored adr | $369,000 | -10.7% | 4,505 | -0.5% | 0.02% | -14.3% |
ALC | Buy | ALCON AG | $372,000 | +16.6% | 4,561 | +0.3% | 0.02% | +14.3% |
AMGN | Buy | AMGEN INC | $364,000 | -4.5% | 1,712 | +9.3% | 0.02% | -7.7% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $363,000 | +3.4% | 4,850 | +4.3% | 0.02% | 0.0% |
MASI | MASIMO CORP | $361,000 | +11.4% | 1,335 | 0.0% | 0.02% | +9.1% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $365,000 | +3.7% | 7,286 | +12.6% | 0.02% | 0.0% |
JLL | JONES LANG LASALLE INC | $350,000 | +26.8% | 1,412 | 0.0% | 0.02% | +21.1% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $348,000 | -7.0% | 6,718 | -12.6% | 0.02% | -8.0% |
SHOP | New | SHOPIFY INCcl a | $353,000 | – | 260 | +100.0% | 0.02% | – |
TXN | Buy | TEXAS INSTRS INC | $344,000 | +21.1% | 1,790 | +21.5% | 0.02% | +21.1% |
ACWV | Buy | ISHARES INCmsci gbl min vol | $345,000 | +4.9% | 3,354 | +4.8% | 0.02% | +4.5% |
ISTB | Buy | ISHARES TRcore 1 5 yr usd | $337,000 | +10.5% | 6,589 | +10.7% | 0.02% | +10.0% |
RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $335,000 | +12.0% | 4,600 | +13.6% | 0.02% | +10.0% |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $334,000 | -3.7% | 2,012 | 0.0% | 0.02% | -4.3% | |
NKE | Buy | NIKE INCcl b | $331,000 | -6.0% | 2,281 | +0.2% | 0.02% | -8.3% |
ESGD | Sell | ISHARES TResg aw msci eafe | $329,000 | -2.7% | 4,199 | -1.7% | 0.02% | -4.3% |
CI | Buy | CIGNA CORP NEW | $298,000 | -2.3% | 1,490 | +16.0% | 0.02% | 0.0% |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $311,000 | – | 1,340 | +100.0% | 0.02% | – |
JCPB | Sell | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $296,000 | -4.5% | 5,426 | -4.2% | 0.02% | -9.5% |
SUB | Buy | ISHARES TRshrt nat mun etf | $283,000 | +8.4% | 2,632 | +8.7% | 0.02% | +5.6% |
BAX | Buy | BAXTER INTL INC | $291,000 | +14.1% | 3,620 | +14.4% | 0.02% | +11.8% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $285,000 | +8.0% | 1,306 | +11.6% | 0.02% | +5.6% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $286,000 | +793.8% | 1,693 | +820.1% | 0.02% | +850.0% |
CL | Sell | COLGATE PALMOLIVE CO | $282,000 | -17.5% | 3,730 | -11.3% | 0.02% | -17.4% |
PH | Buy | PARKER-HANNIFIN CORP | $270,000 | -8.8% | 966 | +0.1% | 0.02% | -10.0% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $273,000 | -8.1% | 9,146 | -7.7% | 0.02% | -10.0% |
DG | Buy | DOLLAR GEN CORP NEW | $277,000 | +12.1% | 1,305 | +14.2% | 0.02% | +5.9% |
REGN | Buy | REGENERON PHARMACEUTICALS | $270,000 | +21.1% | 446 | +11.5% | 0.02% | +20.0% |
EFA | Sell | ISHARES TRmsci eafe etf | $270,000 | -3.9% | 3,458 | -3.1% | 0.02% | -5.3% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $264,000 | +36.1% | 4,977 | +36.6% | 0.02% | +30.8% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $266,000 | +20.9% | 6,792 | +23.9% | 0.02% | +13.3% |
OTIS | Sell | OTIS WORLDWIDE CORP | $254,000 | -12.7% | 3,090 | -13.2% | 0.02% | -15.0% |
CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $245,000 | -1.2% | 16,350 | 0.0% | 0.02% | -5.9% | |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $247,000 | +32.8% | 5,106 | +33.2% | 0.02% | +33.3% |
NUMG | Sell | NUSHARES ETF TRnuveen esg midcp | $248,000 | -2.7% | 4,556 | -2.4% | 0.02% | -5.9% |
HIG | New | HARTFORD FINL SVCS GROUP INC | $243,000 | – | 3,456 | +100.0% | 0.02% | – |
DLN | Buy | WISDOMTREE TRus largecap divd | $251,000 | 0.0% | 2,100 | +0.5% | 0.02% | -5.9% |
AVTR | AVANTOR INC | $243,000 | +15.2% | 5,948 | 0.0% | 0.02% | +14.3% | |
HAL | HALLIBURTON CO | $233,000 | -6.8% | 10,800 | 0.0% | 0.02% | -11.8% | |
EUSA | ISHARES INCmsci equal weite | $225,000 | -0.9% | 2,689 | 0.0% | 0.02% | 0.0% | |
PMT | New | PENNYMAC MTG INVT TR | $230,000 | – | 11,692 | +100.0% | 0.02% | – |
TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $230,000 | -10.5% | 2,880 | 0.0% | 0.02% | -11.8% | |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $221,000 | -0.5% | 4,622 | -0.1% | 0.02% | 0.0% |
GLDM | Sell | WORLD GOLD TRspdr gld minis | $232,000 | -14.7% | 13,281 | -14.0% | 0.02% | -16.7% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $221,000 | -5.6% | 2,132 | -5.1% | 0.02% | -6.2% |
IGIB | Buy | ISHARES TR | $230,000 | +2.7% | 3,835 | +3.8% | 0.02% | 0.0% |
BIIB | BIOGEN INC | $227,000 | -18.1% | 801 | 0.0% | 0.02% | -21.1% | |
GWX | SPDR INDEX SHS FDSs&p intl smlcp | $226,000 | -0.4% | 5,875 | 0.0% | 0.02% | 0.0% | |
AMP | Sell | AMERIPRISE FINL INC | $207,000 | +5.1% | 783 | -1.0% | 0.01% | +7.7% |
PSX | Sell | PHILLIPS 66 | $217,000 | -31.1% | 3,100 | -15.6% | 0.01% | -33.3% |
D | Buy | DOMINION ENERGY INC | $212,000 | 0.0% | 2,909 | +1.1% | 0.01% | 0.0% |
AFL | Buy | AFLAC INC | $210,000 | +1.9% | 4,019 | +4.7% | 0.01% | 0.0% |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $219,000 | -1.4% | 3,244 | 0.0% | 0.01% | -6.7% | |
GTLS | CHART INDS INC | $200,000 | +30.7% | 1,048 | 0.0% | 0.01% | +30.0% | |
RPM | Buy | RPM INTL INC | $192,000 | -6.3% | 2,477 | +7.0% | 0.01% | -7.1% |
TDY | TELEDYNE TECHNOLOGIES INC | $204,000 | +2.5% | 474 | 0.0% | 0.01% | 0.0% | |
CCK | CROWN HLDGS INC | $194,000 | -1.0% | 1,921 | 0.0% | 0.01% | 0.0% | |
BP | Buy | BP PLCsponsored adr | $197,000 | +15.9% | 7,196 | +11.7% | 0.01% | +18.2% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $191,000 | +70.5% | 1,413 | +74.2% | 0.01% | +62.5% |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $196,000 | +6.5% | 4,063 | +6.9% | 0.01% | +8.3% |
SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $193,000 | -43.9% | 3,200 | -44.8% | 0.01% | -43.5% |
ABR | Buy | ARBOR REALTY TRUST INC | $201,000 | +5.8% | 10,843 | +1.6% | 0.01% | 0.0% |
SJNK | Buy | SPDR SER TRbloomberg srt tr | $193,000 | +55.6% | 7,047 | +56.7% | 0.01% | +62.5% |
AGO | ASSURED GUARANTY LTD | $194,000 | -1.5% | 4,141 | 0.0% | 0.01% | 0.0% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $202,000 | -51.7% | 1,367 | -25.8% | 0.01% | -53.6% |
ESGE | Sell | ISHARES INCesg awr msci em | $193,000 | -10.2% | 4,662 | -2.2% | 0.01% | -7.1% |
IYJ | Sell | ISHARES TRus industrials | $195,000 | -4.4% | 1,823 | -0.7% | 0.01% | -7.1% |
PWR | Sell | QUANTA SVCS INC | $178,000 | +24.5% | 1,567 | -0.5% | 0.01% | +20.0% |
WAL | WESTERN ALLIANCE BANCORP | $178,000 | +17.1% | 1,637 | 0.0% | 0.01% | +20.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $188,000 | +8.0% | 1,274 | 0.0% | 0.01% | 0.0% | |
FANG | Buy | DIAMONDBACK ENERGY INC | $185,000 | +9.5% | 1,956 | +8.7% | 0.01% | +9.1% |
URI | UNITED RENTALS INC | $180,000 | +9.8% | 514 | 0.0% | 0.01% | +9.1% | |
ON | Buy | ON SEMICONDUCTOR CORP | $181,000 | +81.0% | 3,956 | +50.7% | 0.01% | +71.4% |
MPWR | MONOLITHIC PWR SYS INC | $179,000 | +29.7% | 369 | 0.0% | 0.01% | +33.3% | |
ENB | Buy | ENBRIDGE INC | $182,000 | +4.0% | 4,570 | +4.5% | 0.01% | 0.0% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $176,000 | +30.4% | 3,493 | +30.2% | 0.01% | +33.3% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $165,000 | +243.8% | 3,093 | +240.6% | 0.01% | +266.7% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $162,000 | -1.2% | 4,120 | +0.1% | 0.01% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $168,000 | -6.7% | 2,891 | +0.4% | 0.01% | -8.3% |
OMF | ONEMAIN HLDGS INC | $169,000 | -7.7% | 3,052 | 0.0% | 0.01% | -8.3% | |
FSK | FS KKR CAP CORP | $166,000 | +2.5% | 7,524 | 0.0% | 0.01% | 0.0% | |
MMM | Buy | 3M CO | $173,000 | +0.6% | 983 | +13.5% | 0.01% | -8.3% |
BK | Sell | BANK NEW YORK MELLON CORP | $166,000 | -1.8% | 3,204 | -2.9% | 0.01% | 0.0% |
HCA | Sell | HCA HEALTHCARE INC | $167,000 | +15.2% | 686 | -1.9% | 0.01% | +10.0% |
IAU | ISHARES GOLD TRishares new | $161,000 | -0.6% | 4,824 | 0.0% | 0.01% | 0.0% | |
OGN | Sell | ORGANON & CO | $174,000 | +0.6% | 5,309 | -6.9% | 0.01% | -8.3% |
JPHY | Sell | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $169,000 | -4.0% | 3,244 | -3.8% | 0.01% | -8.3% |
TECK | Buy | TECK RESOURCES LTDcl b | $174,000 | +10.8% | 6,975 | +2.3% | 0.01% | 0.0% |
BKI | Buy | BLACK KNIGHT INC | $166,000 | -3.5% | 2,304 | +4.6% | 0.01% | -8.3% |
ESGG | Sell | FLEXSHARES TRstox gbl esg slt | $174,000 | -2.8% | 1,239 | -2.4% | 0.01% | -8.3% |
KKR | Buy | KKR & CO INC | $151,000 | +529.2% | 2,488 | +522.0% | 0.01% | +400.0% |
EEM | ISHARES TRmsci emg mkt etf | $149,000 | -9.1% | 2,970 | 0.0% | 0.01% | -9.1% | |
QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $153,000 | -3.8% | 5,404 | 0.0% | 0.01% | -9.1% | |
NOMD | NOMAD FOODS LTD | $146,000 | -2.0% | 5,288 | 0.0% | 0.01% | 0.0% | |
ITT | ITT INC | $157,000 | -6.0% | 1,827 | 0.0% | 0.01% | -9.1% | |
SAP | Buy | SAP SEspon adr | $156,000 | -0.6% | 1,155 | +3.1% | 0.01% | -9.1% |
UL | Buy | UNILEVER PLCspon adr new | $150,000 | -4.5% | 2,765 | +3.2% | 0.01% | -9.1% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $159,000 | +20.5% | 7,749 | +20.5% | 0.01% | +11.1% |
ESML | Sell | ISHARES TResg aware msci | $158,000 | -5.4% | 4,051 | -2.3% | 0.01% | -9.1% |
EDV | Sell | VANGUARD WORLD FDextended dur | $155,000 | -49.7% | 1,147 | -49.7% | 0.01% | -52.4% |
PAGS | Sell | PAGSEGURO DIGITAL LTD | $159,000 | -8.1% | 3,065 | -1.0% | 0.01% | -16.7% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $147,000 | +0.7% | 2,414 | +0.4% | 0.01% | 0.0% |
PHG | Buy | KONINKLIJKE PHILIPS N V | $145,000 | -4.6% | 3,272 | +6.7% | 0.01% | 0.0% |
SLB | Sell | SCHLUMBERGER LTD | $158,000 | -19.8% | 5,330 | -13.5% | 0.01% | -23.1% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $150,000 | +2.7% | 1,713 | +3.1% | 0.01% | 0.0% |
COO | Sell | COOPER COS INC | $136,000 | +1.5% | 330 | -2.1% | 0.01% | 0.0% |
AOR | Buy | ISHARES TRgrwt allocat etf | $133,000 | +64.2% | 2,402 | +65.5% | 0.01% | +80.0% |
CHH | Buy | CHOICE HOTELS INTL INC | $132,000 | +20.0% | 1,042 | +12.8% | 0.01% | +28.6% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $140,000 | 0.0% | 1,900 | +3.0% | 0.01% | 0.0% |
FLEX | Sell | FLEX LTDord | $132,000 | -2.2% | 7,454 | -1.2% | 0.01% | 0.0% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $143,000 | +0.7% | 5,336 | +2.4% | 0.01% | -10.0% |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $136,000 | -2.9% | 676 | 0.0% | 0.01% | 0.0% | |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $137,000 | +372.4% | 1,342 | +377.6% | 0.01% | +350.0% |
ESTC | ELASTIC N V | $131,000 | +2.3% | 877 | 0.0% | 0.01% | 0.0% | |
RPAY | REPAY HLDGS CORP | $134,000 | -4.3% | 5,839 | 0.0% | 0.01% | 0.0% | |
VOO | Sell | VANGUARD INDEX FDS | $133,000 | -15.8% | 339 | -15.5% | 0.01% | -18.2% |
USO | UNITED STS OIL FD LPunits | $131,000 | +4.8% | 2,500 | 0.0% | 0.01% | +12.5% | |
AMAT | Buy | APPLIED MATLS INC | $136,000 | +16.2% | 1,051 | +28.2% | 0.01% | +12.5% |
VRNS | Buy | VARONIS SYS INC | $144,000 | +7.5% | 2,366 | +1.9% | 0.01% | 0.0% |
AGGY | Sell | WISDOMTREE TRyield enhancd us | $134,000 | -21.6% | 2,588 | -20.9% | 0.01% | -18.2% |
PGR | Buy | PROGRESSIVE CORP | $124,000 | +7.8% | 1,377 | +17.7% | 0.01% | 0.0% |
TMX | TERMINIX GLOBAL HOLDINGS INC | $121,000 | -12.9% | 2,914 | 0.0% | 0.01% | -11.1% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $125,000 | -7.4% | 1,580 | 0.0% | 0.01% | -11.1% | |
ECL | Sell | ECOLAB INC | $119,000 | -0.8% | 571 | -1.9% | 0.01% | 0.0% |
HLT | Buy | HILTON WORLDWIDE HLDGS INC | $117,000 | +20.6% | 885 | +10.1% | 0.01% | +14.3% |
LUV | Buy | SOUTHWEST AIRLS CO | $118,000 | +13.5% | 2,302 | +17.2% | 0.01% | +14.3% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $129,000 | -14.6% | 8,612 | -12.7% | 0.01% | -20.0% |
WFC | Buy | WELLS FARGO CO NEW | $127,000 | +14.4% | 2,752 | +12.2% | 0.01% | +14.3% |
WELL | Buy | WELLTOWER INC | $128,000 | +19.6% | 1,557 | +21.3% | 0.01% | +14.3% |
WY | Sell | WEYERHAEUSER CO MTN BE | $115,000 | +0.9% | 3,243 | -2.4% | 0.01% | 0.0% |
UNP | Sell | UNION PAC CORP | $123,000 | -12.1% | 628 | -0.9% | 0.01% | -11.1% |
DRIV | GLOBAL X FDSautonmous ev etf | $119,000 | -3.3% | 4,350 | 0.0% | 0.01% | 0.0% | |
DLR | Buy | DIGITAL RLTY TR INC | $129,000 | +143.4% | 893 | +153.7% | 0.01% | +100.0% |
HAE | HAEMONETICS CORP MASS | $124,000 | +6.0% | 1,761 | 0.0% | 0.01% | 0.0% | |
ARKW | Sell | ARK ETF TRnext gnrtn inter | $119,000 | -22.2% | 856 | -14.0% | 0.01% | -20.0% |
ALGT | Buy | ALLEGIANT TRAVEL CO | $127,000 | +11.4% | 652 | +11.1% | 0.01% | 0.0% |
TFI | Sell | SPDR SER TRnuveen brc munic | $121,000 | -15.4% | 2,351 | -14.4% | 0.01% | -20.0% |
CAT | Buy | CATERPILLAR INC | $120,000 | +69.0% | 621 | +92.9% | 0.01% | +60.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $123,000 | -83.2% | 449 | -83.4% | 0.01% | -83.7% |
EFV | Buy | ISHARES TReafe value etf | $119,000 | +4.4% | 2,353 | +6.7% | 0.01% | 0.0% |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $116,000 | -0.9% | 1,800 | 0.0% | 0.01% | 0.0% | |
NVR | Buy | NVR INC | $129,000 | +8.4% | 27 | +12.5% | 0.01% | 0.0% |
CLX | Buy | CLOROX CO DEL | $123,000 | -3.1% | 743 | +4.5% | 0.01% | -11.1% |
BFA | BROWN FORMAN CORPcl a | $127,000 | -11.2% | 2,027 | 0.0% | 0.01% | -20.0% | |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $102,000 | +18.6% | 5,165 | +23.7% | 0.01% | +16.7% |
ALL | Buy | ALLSTATE CORP | $108,000 | +10.2% | 850 | +13.6% | 0.01% | 0.0% |
AZO | AUTOZONE INC | $109,000 | +13.5% | 64 | 0.0% | 0.01% | +16.7% | |
EXTR | EXTREME NETWORKS INC | $110,000 | -12.0% | 11,195 | 0.0% | 0.01% | -12.5% | |
SUSB | Sell | ISHARES TResg awre 1 5 yr | $104,000 | -5.5% | 4,019 | -4.8% | 0.01% | 0.0% |
EGP | Sell | EASTGROUP PPTYS INC | $110,000 | -3.5% | 659 | -5.2% | 0.01% | -12.5% |
HUBB | HUBBELL INC | $102,000 | -3.8% | 565 | 0.0% | 0.01% | 0.0% | |
FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $108,000 | -2.7% | 4,500 | -4.3% | 0.01% | 0.0% |
RIO | Buy | RIO TINTO PLCsponsored adr | $111,000 | -9.0% | 1,657 | +14.2% | 0.01% | -12.5% |
TRNO | Sell | TERRENO RLTY CORP | $100,000 | -5.7% | 1,577 | -4.0% | 0.01% | 0.0% |
MNST | MONSTER BEVERAGE CORP NEW | $101,000 | -2.9% | 1,140 | 0.0% | 0.01% | 0.0% | |
RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $106,000 | +6.0% | 553 | +1.8% | 0.01% | 0.0% |
BX | Buy | BLACKSTONE INC | $113,000 | +31.4% | 966 | +8.8% | 0.01% | +16.7% |
FITB | FIFTH THIRD BANCORP | $101,000 | +11.0% | 2,375 | 0.0% | 0.01% | +16.7% | |
DXCM | DEXCOM INC | $112,000 | +28.7% | 204 | 0.0% | 0.01% | +16.7% | |
QRVO | QORVO INC | $105,000 | -14.6% | 631 | 0.0% | 0.01% | -12.5% | |
GILD | Buy | GILEAD SCIENCES INC | $110,000 | +31.0% | 1,582 | +29.6% | 0.01% | +16.7% |
J | JACOBS ENGR GROUP INC | $109,000 | -0.9% | 823 | 0.0% | 0.01% | 0.0% | |
IQV | Sell | IQVIA HLDGS INC | $103,000 | -11.2% | 431 | -10.0% | 0.01% | -12.5% |
TEL | Sell | TE CONNECTIVITY LTD | $113,000 | +0.9% | 824 | -0.8% | 0.01% | -12.5% |
SYY | Buy | SYSCO CORP | $105,000 | +19.3% | 1,337 | +17.8% | 0.01% | +16.7% |
BKIE | BNY MELLON ETF TRUSTinternationl eqt | $102,000 | -1.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $113,000 | -32.7% | 433 | 0.0% | 0.01% | -36.4% | |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $108,000 | +61.2% | 659 | +89.9% | 0.01% | +75.0% |
DMAY | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $109,000 | 0.0% | 3,228 | 0.0% | 0.01% | 0.0% | |
KEY | Buy | KEYCORP | $106,000 | +7.1% | 4,864 | +0.9% | 0.01% | 0.0% |
FTXL | New | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $92,000 | – | 1,350 | +100.0% | 0.01% | – |
AES | AES CORP | $96,000 | -12.7% | 4,223 | 0.0% | 0.01% | -14.3% | |
AKAM | AKAMAI TECHNOLOGIES INC | $87,000 | -10.3% | 828 | 0.0% | 0.01% | -14.3% | |
COLD | Sell | AMERICOLD RLTY TR | $88,000 | -24.1% | 3,021 | -1.3% | 0.01% | -25.0% |
BFB | BROWN FORMAN CORPcl b | $93,000 | -10.6% | 1,392 | 0.0% | 0.01% | -14.3% | |
CERN | Buy | CERNER CORP | $95,000 | -9.5% | 1,343 | +0.2% | 0.01% | -14.3% |
DVA | DAVITA INC | $96,000 | -4.0% | 828 | 0.0% | 0.01% | -14.3% | |
DOCU | Buy | DOCUSIGN INC | $84,000 | +52.7% | 329 | +68.7% | 0.01% | +50.0% |
FFIV | Buy | F5 NETWORKS INC | $95,000 | +43.9% | 479 | +35.3% | 0.01% | +50.0% |
FR | Sell | FIRST INDL RLTY TR INC | $92,000 | -3.2% | 1,760 | -3.4% | 0.01% | 0.0% |
FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $97,000 | -14.9% | 791 | -13.6% | 0.01% | -25.0% |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $88,000 | +2100.0% | 3,735 | +1986.6% | 0.01% | – |
HMC | HONDA MOTOR LTD | $84,000 | -4.5% | 2,733 | 0.0% | 0.01% | 0.0% | |
KJUL | Buy | INNOVATOR ETFS TRus sml cp pwr b | $93,000 | +9.4% | 3,573 | +12.1% | 0.01% | 0.0% |
BALT | New | INNOVATOR ETFS TRdefined wlt shld | $96,000 | – | 3,701 | +100.0% | 0.01% | – |
PHDG | Buy | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $91,000 | +9.6% | 2,546 | +8.8% | 0.01% | 0.0% |
XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $87,000 | +1.2% | 263 | 0.0% | 0.01% | 0.0% | |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $94,000 | -24.2% | 1,119 | -22.5% | 0.01% | -25.0% |
PKB | New | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $95,000 | – | 2,000 | +100.0% | 0.01% | – |
NYF | Buy | ISHARES TRnew york mun etf | $96,000 | +5.5% | 1,661 | +6.9% | 0.01% | 0.0% |
IDV | Buy | ISHARES TRintl sel div etf | $94,000 | +17.5% | 3,092 | +25.2% | 0.01% | +20.0% |
ESGU | ISHARES TResg awr msci usa | $84,000 | 0.0% | 853 | 0.0% | 0.01% | 0.0% | |
LNC | LINCOLN NATL CORP IND | $93,000 | +9.4% | 1,354 | 0.0% | 0.01% | 0.0% | |
MAS | Buy | MASCO CORP | $86,000 | +207.1% | 1,554 | +232.8% | 0.01% | +200.0% |
JWN | Sell | NORDSTROM INC | $84,000 | -30.0% | 3,169 | -3.1% | 0.01% | -25.0% |
OPEN | New | OPENDOOR TECHNOLOGIES INC | $95,000 | – | 4,610 | +100.0% | 0.01% | – |
OSK | Buy | OSHKOSH CORP | $91,000 | -4.2% | 893 | +16.9% | 0.01% | 0.0% |
PAYC | PAYCOM SOFTWARE INC | $93,000 | +36.8% | 187 | 0.0% | 0.01% | +20.0% | |
PETQ | PETIQ INC | $85,000 | -35.6% | 3,419 | 0.0% | 0.01% | -33.3% | |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $95,000 | 0.0% | 1,683 | +0.4% | 0.01% | 0.0% |
PFG | PRINCIPAL FINANCIAL GROUP IN | $89,000 | +2.3% | 1,382 | 0.0% | 0.01% | 0.0% | |
PHM | PULTE GROUP INC | $90,000 | -15.9% | 1,965 | 0.0% | 0.01% | -14.3% | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $93,000 | +9.4% | 2,097 | 0.0% | 0.01% | 0.0% | |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $99,000 | +83.3% | 2,997 | +84.1% | 0.01% | +50.0% |
MOTI | VANECK ETF TRUSTmrngstr int moat | $86,000 | -6.5% | 2,571 | 0.0% | 0.01% | 0.0% | |
WDAY | WORKDAY INCcl a | $96,000 | +4.3% | 383 | 0.0% | 0.01% | 0.0% | |
HZNP | Buy | HORIZON THERAPEUTICS PUB L | $86,000 | +59.3% | 786 | +36.9% | 0.01% | +50.0% |
TGP | TEEKAY LNG PARTNERS L Pprtnrsp units | $89,000 | +3.5% | 5,722 | 0.0% | 0.01% | 0.0% | |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $77,000 | +1.3% | 1,203 | +0.7% | 0.01% | 0.0% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $78,000 | 0.0% | 1,560 | +0.3% | 0.01% | 0.0% |
CBRL | CRACKER BARREL OLD CTRY STOR | $76,000 | -6.2% | 544 | 0.0% | 0.01% | 0.0% | |
INVH | Sell | INVITATION HOMES INC | $82,000 | 0.0% | 2,143 | -2.8% | 0.01% | -16.7% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $74,000 | +25.4% | 2,287 | +44.4% | 0.01% | +25.0% |
IWR | Buy | ISHARES TRrus mid cap etf | $74,000 | -1.3% | 948 | +0.3% | 0.01% | 0.0% |
FTDR | FRONTDOOR INC | $70,000 | -16.7% | 1,682 | 0.0% | 0.01% | -16.7% | |
TFC | TRUIST FINL CORP | $72,000 | +5.9% | 1,230 | 0.0% | 0.01% | 0.0% | |
KOF | Buy | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $78,000 | +69.6% | 1,388 | +60.3% | 0.01% | +66.7% |
AJG | Sell | GALLAGHER ARTHUR J & CO | $69,000 | +3.0% | 464 | -2.5% | 0.01% | +25.0% |
O | Buy | REALTY INCOME CORP | $76,000 | -2.6% | 1,177 | +0.9% | 0.01% | 0.0% |
RAMP | LIVERAMP HLDGS INC | $82,000 | +1.2% | 1,738 | 0.0% | 0.01% | 0.0% | |
GME | GAMESTOP CORP NEWcl a | $82,000 | -18.0% | 469 | 0.0% | 0.01% | -28.6% | |
PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $77,000 | +755.6% | 850 | +750.0% | 0.01% | +400.0% |
EQNR | Buy | EQUINOR ASAsponsored adr | $75,000 | +200.0% | 2,958 | +146.1% | 0.01% | +150.0% |
YUM | Buy | YUM BRANDS INC | $72,000 | +14.3% | 584 | +5.8% | 0.01% | +25.0% |
KOMP | Buy | SPDR SER TRs&p kensho new | $76,000 | +8.6% | 1,250 | +19.0% | 0.01% | 0.0% |
BBH | VANECK ETF TRUSTbiotech etf | $82,000 | +1.2% | 403 | 0.0% | 0.01% | 0.0% | |
PCAR | Buy | PACCAR INC | $70,000 | -11.4% | 890 | +0.3% | 0.01% | 0.0% |
CHY | New | CALAMOS CONV & HIGH INCOME F | $70,000 | – | 4,456 | +100.0% | 0.01% | – |
COR | Sell | CORESITE RLTY CORP | $71,000 | +2.9% | 510 | -0.6% | 0.01% | 0.0% |
SAFE | Sell | SAFEHOLD INC | $72,000 | -11.1% | 1,004 | -2.7% | 0.01% | 0.0% |
EMN | Sell | EASTMAN CHEM CO | $76,000 | -20.8% | 753 | -8.6% | 0.01% | -16.7% |
LITE | LUMENTUM HLDGS INC | $72,000 | +2.9% | 856 | 0.0% | 0.01% | 0.0% | |
EQT | EQT CORP | $82,000 | -7.9% | 4,000 | 0.0% | 0.01% | -16.7% | |
GO | GROCERY OUTLET HLDG CORP | $74,000 | -37.8% | 3,421 | 0.0% | 0.01% | -37.5% | |
JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $77,000 | +11.6% | 1,509 | +11.8% | 0.01% | 0.0% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $73,000 | +7.4% | 565 | +8.9% | 0.01% | 0.0% |
SRE | Sell | SEMPRA | $76,000 | -13.6% | 602 | -9.7% | 0.01% | -16.7% |
BBY | BEST BUY INC | $81,000 | -8.0% | 766 | 0.0% | 0.01% | -16.7% | |
LPLA | LPL FINL HLDGS INC | $71,000 | +16.4% | 455 | 0.0% | 0.01% | +25.0% | |
AMED | AMEDISYS INC | $69,000 | -38.9% | 460 | 0.0% | 0.01% | -37.5% | |
TCOM | TRIP COM GROUP LTDads | $72,000 | -12.2% | 2,326 | 0.0% | 0.01% | -16.7% | |
OLLI | OLLIES BARGAIN OUTLET HLDGS | $79,000 | -28.2% | 1,303 | 0.0% | 0.01% | -28.6% | |
ABC | Sell | AMERISOURCEBERGEN CORP | $75,000 | -2.6% | 632 | -6.1% | 0.01% | 0.0% |
JPIB | Sell | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $71,000 | -5.3% | 1,372 | -5.7% | 0.01% | 0.0% |
ONLN | Sell | PROSHARES TRonline rtl etf | $75,000 | -58.8% | 1,150 | -48.9% | 0.01% | -58.3% |
ZS | Sell | ZSCALER INC | $81,000 | +8.0% | 309 | -10.7% | 0.01% | 0.0% |
ICF | ISHARES TRcohen steer reit | $74,000 | 0.0% | 1,132 | 0.0% | 0.01% | 0.0% | |
HXL | Sell | HEXCEL CORP NEW | $76,000 | -18.3% | 1,281 | -14.3% | 0.01% | -16.7% |
HUN | HUNTSMAN CORP | $75,000 | +10.3% | 2,549 | 0.0% | 0.01% | 0.0% | |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $56,000 | +60.0% | 1,476 | +54.4% | 0.00% | +100.0% |
PFF | ISHARES TRpfd and incm sec | $66,000 | -1.5% | 1,700 | 0.0% | 0.00% | 0.0% | |
PSA | Buy | PUBLIC STORAGE | $61,000 | +103.3% | 203 | +103.0% | 0.00% | +100.0% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $66,000 | +26.9% | 3,295 | +27.5% | 0.00% | +33.3% |
TIP | Buy | ISHARES TRtips bd etf | $59,000 | +47.5% | 458 | +46.8% | 0.00% | +33.3% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $57,000 | -1.7% | 286 | -2.4% | 0.00% | 0.0% |
GLPI | Sell | GAMING & LEISURE PPTYS INC | $67,000 | -2.9% | 1,449 | -2.9% | 0.00% | -20.0% |
OTEX | OPEN TEXT CORP | $67,000 | -4.3% | 1,373 | 0.0% | 0.00% | -20.0% | |
FND | Sell | FLOOR & DECOR HLDGS INCcl a | $67,000 | -13.0% | 551 | -24.7% | 0.00% | -20.0% |
SYF | Buy | SYNCHRONY FINANCIAL | $66,000 | +100.0% | 1,354 | +97.4% | 0.00% | +100.0% |
FDX | Buy | FEDEX CORP | $68,000 | +423.1% | 312 | +593.3% | 0.00% | +300.0% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $60,000 | +57.9% | 1,848 | +58.4% | 0.00% | +33.3% |
COKE | New | COCA COLA CONS INC | $56,000 | – | 141 | +100.0% | 0.00% | – |
VICI | Sell | VICI PPTYS INC | $57,000 | -10.9% | 2,010 | -3.2% | 0.00% | 0.0% |
NXRT | Sell | NEXPOINT RESIDENTIAL TR INC | $55,000 | +10.0% | 886 | -3.2% | 0.00% | +33.3% |
IEA | INFRA AND ENERGY ALTRNTIVE I | $65,000 | -11.0% | 5,667 | 0.0% | 0.00% | -20.0% | |
WHF | New | WHITEHORSE FIN INC | $67,000 | – | 4,374 | +100.0% | 0.00% | – |
ITW | Buy | ILLINOIS TOOL WKS INC | $55,000 | +3.8% | 265 | +12.8% | 0.00% | 0.0% |
CPT | Sell | CAMDEN PPTY TRsh ben int | $64,000 | +8.5% | 436 | -2.7% | 0.00% | 0.0% |
ELS | Sell | EQUITY LIFESTYLE PPTYS INC | $65,000 | +3.2% | 829 | -2.4% | 0.00% | 0.0% |
VALE | VALE S Asponsored ads | $60,000 | -38.8% | 4,298 | 0.0% | 0.00% | -42.9% | |
FOXA | FOX CORP | $56,000 | +9.8% | 1,384 | 0.0% | 0.00% | +33.3% | |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $57,000 | -1.7% | 169 | +0.6% | 0.00% | 0.0% |
GBCI | Buy | GLACIER BANCORP INC NEW | $61,000 | +1.7% | 1,102 | +0.5% | 0.00% | 0.0% |
F | Buy | FORD MTR CO DEL | $56,000 | +30.2% | 3,959 | +33.9% | 0.00% | +33.3% |
BXP | Sell | BOSTON PROPERTIES INC | $54,000 | -6.9% | 498 | -1.8% | 0.00% | 0.0% |
HST | Sell | HOST HOTELS & RESORTS INC | $54,000 | -8.5% | 3,314 | -3.8% | 0.00% | 0.0% |
USHY | Sell | ISHARES TRbroad usd high | $67,000 | -16.2% | 1,619 | -15.1% | 0.00% | -20.0% |
TEQI | T ROWE PRICE ETF INC | $58,000 | -1.7% | 1,700 | 0.0% | 0.00% | 0.0% | |
STKL | SUNOPTA INC | $68,000 | -26.9% | 7,624 | 0.0% | 0.00% | -33.3% | |
SMAR | SMARTSHEET INC | $68,000 | -4.2% | 987 | 0.0% | 0.00% | -20.0% | |
LLY | Sell | LILLY ELI & CO | $65,000 | -3.0% | 283 | -2.7% | 0.00% | 0.0% |
SQ | Buy | SQUARE INCcl a | $54,000 | +10.2% | 226 | +13.0% | 0.00% | +33.3% |
UBER | Sell | UBER TECHNOLOGIES INC | $48,000 | -36.8% | 1,071 | -29.8% | 0.00% | -40.0% |
BUFR | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $51,000 | 0.0% | 2,204 | 0.0% | 0.00% | 0.0% | |
GLW | Buy | CORNING INC | $51,000 | -8.9% | 1,387 | +0.6% | 0.00% | -25.0% |
CTVA | Buy | CORTEVA INC | $49,000 | +4.3% | 1,158 | +10.2% | 0.00% | 0.0% |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $44,000 | +633.3% | 850 | +580.0% | 0.00% | – |
ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $49,000 | +2.1% | 255 | -3.4% | 0.00% | 0.0% |
RWX | SPDR INDEX SHS FDSdj intl rl etf | $45,000 | -2.2% | 1,255 | 0.0% | 0.00% | 0.0% | |
ZION | ZIONS BANCORPORATION N A | $46,000 | +17.9% | 740 | 0.0% | 0.00% | 0.0% | |
EXC | Sell | EXELON CORP | $48,000 | -7.7% | 992 | -16.1% | 0.00% | 0.0% |
IWB | Buy | ISHARES TRrus 1000 etf | $51,000 | 0.0% | 213 | +0.5% | 0.00% | 0.0% |
MFC | Buy | MANULIFE FINL CORP | $47,000 | -2.1% | 2,439 | +0.8% | 0.00% | 0.0% |
ESS | ESSEX PPTY TR INC | $43,000 | +7.5% | 134 | 0.0% | 0.00% | 0.0% | |
STOR | Sell | STORE CAP CORP | $48,000 | -9.4% | 1,489 | -3.0% | 0.00% | -25.0% |
EVA | New | ENVIVA PARTNERS LP | $40,000 | – | 736 | +100.0% | 0.00% | – |
MPC | Buy | MARATHON PETE CORP | $39,000 | +62.5% | 630 | +61.1% | 0.00% | +50.0% |
SO | Buy | SOUTHERN CO | $46,000 | +53.3% | 748 | +49.6% | 0.00% | +50.0% |
SNA | New | SNAP ON INC | $42,000 | – | 199 | +100.0% | 0.00% | – |
AMH | Sell | AMERICAN HOMES 4 RENTcl a | $40,000 | -4.8% | 1,054 | -2.9% | 0.00% | 0.0% |
DKNG | DRAFTKINGS INC | $46,000 | -8.0% | 950 | 0.0% | 0.00% | 0.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $43,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $41,000 | +10.8% | 243 | 0.0% | 0.00% | +50.0% | |
MCK | Sell | MCKESSON CORP | $40,000 | -2.4% | 200 | -7.4% | 0.00% | 0.0% |
SOXX | Buy | ISHARES TRishares semicdtr | $44,000 | +7.3% | 99 | +8.8% | 0.00% | 0.0% |
KAPR | INNOVATOR ETFS TRus sml cp pwr et | $41,000 | -2.4% | 1,515 | 0.0% | 0.00% | 0.0% | |
DLS | Buy | WISDOMTREE TRintl smcap div | $50,000 | +2.0% | 673 | +2.7% | 0.00% | 0.0% |
MU | Buy | MICRON TECHNOLOGY INC | $41,000 | +32.3% | 575 | +57.5% | 0.00% | +50.0% |
AIRC | Sell | APARTMENT INCOME REIT CORP | $52,000 | 0.0% | 1,059 | -2.9% | 0.00% | 0.0% |
APLE | New | APPLE HOSPITALITY REIT INC | $40,000 | – | 2,518 | +100.0% | 0.00% | – |
IYW | Buy | ISHARES TRu.s. tech etf | $45,000 | +73.1% | 444 | +68.2% | 0.00% | +50.0% |
ACRE | New | ARES COML REAL ESTATE CORP | $48,000 | – | 3,168 | +100.0% | 0.00% | – |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $40,000 | +48.1% | 851 | +64.9% | 0.00% | +50.0% |
WIX | WIX COM LTD | $45,000 | -32.8% | 232 | 0.0% | 0.00% | -25.0% | |
HR | Sell | HEALTHCARE RLTY TR | $41,000 | -4.7% | 1,380 | -2.7% | 0.00% | 0.0% |
KRG | New | KITE RLTY GROUP TR | $39,000 | – | 1,935 | +100.0% | 0.00% | – |
ARKG | ARK ETF TRgenomic rev etf | $44,000 | -18.5% | 587 | 0.0% | 0.00% | -25.0% | |
BMO | Buy | BANK MONTREAL QUE | $43,000 | -2.3% | 433 | +0.5% | 0.00% | 0.0% |
OHI | Buy | OMEGA HEALTHCARE INVS INC | $39,000 | +2.6% | 1,305 | +24.0% | 0.00% | 0.0% |
BKNG | Sell | BOOKING HOLDINGS INC | $40,000 | -44.4% | 17 | -48.5% | 0.00% | -40.0% |
BWA | Buy | BORGWARNER INC | $51,000 | -10.5% | 1,175 | +0.3% | 0.00% | -25.0% |
PPL | Buy | PPL CORP | $40,000 | +263.6% | 1,435 | +257.9% | 0.00% | +200.0% |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $46,000 | – | 1,900 | +100.0% | 0.00% | – |
LADR | New | LADDER CAP CORPcl a | $47,000 | – | 4,273 | +100.0% | 0.00% | – |
IWM | ISHARES TRrussell 2000 etf | $50,000 | -3.8% | 228 | 0.0% | 0.00% | 0.0% | |
VLO | Buy | VALERO ENERGY CORP | $48,000 | +17.1% | 684 | +28.1% | 0.00% | 0.0% |
New | GENERAL ELECTRIC CO | $47,000 | – | 450 | +100.0% | 0.00% | – | |
CSR | Sell | CENTERSPACE | $44,000 | +15.8% | 468 | -2.9% | 0.00% | 0.0% |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $51,000 | +1175.0% | 900 | +1204.3% | 0.00% | – |
TRUP | TRUPANION INC | $39,000 | -32.8% | 500 | 0.0% | 0.00% | -25.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $42,000 | +223.1% | 412 | +194.3% | 0.00% | +200.0% |
TSCO | New | TRACTOR SUPPLY CO | $49,000 | – | 242 | +100.0% | 0.00% | – |
ADC | Sell | AGREE RLTY CORP | $51,000 | -8.9% | 776 | -2.5% | 0.00% | -25.0% |
HYMB | Buy | SPDR SER TRnuveen bbg brcly | $27,000 | +12.5% | 450 | +11.9% | 0.00% | 0.0% |
NQP | NUVEEN PENNSYLVANIA QLT MUN | $27,000 | 0.0% | 1,800 | 0.0% | 0.00% | 0.0% | |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $24,000 | +500.0% | 86 | +473.3% | 0.00% | – |
GOLD | Buy | BARRICK GOLD CORP | $28,000 | +33.3% | 1,528 | +50.4% | 0.00% | +100.0% |
IGM | ISHARES TRexpnd tec sc etf | $29,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $24,000 | -4.0% | 240 | +0.4% | 0.00% | 0.0% |
SFL | New | SFL CORPORATION LTD | $38,000 | – | 4,551 | +100.0% | 0.00% | – |
MTCH | MATCH GROUP INC NEW | $32,000 | -3.0% | 206 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $23,000 | -8.0% | 823 | 0.0% | 0.00% | 0.0% | |
DOW | Buy | DOW INC | $30,000 | +25.0% | 516 | +34.0% | 0.00% | 0.0% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $30,000 | +3.4% | 202 | 0.0% | 0.00% | 0.0% | |
MPA | BLACKROCK MUNIYIELD PA QLTY | $29,000 | +3.6% | 1,800 | 0.0% | 0.00% | 0.0% | |
BXMT | New | BLACKSTONE MTG TR INC | $23,000 | – | 751 | +100.0% | 0.00% | – |
INTU | New | INTUIT | $29,000 | – | 54 | +100.0% | 0.00% | – |
FHN | FIRST HORIZON CORPORATION | $38,000 | -7.3% | 2,355 | 0.0% | 0.00% | -33.3% | |
LTC | Buy | LTC PPTYS INC | $32,000 | -13.5% | 1,020 | +7.1% | 0.00% | 0.0% |
ADX | New | ADAMS DIVERSIFIED EQUITY FD | $32,000 | – | 1,639 | +100.0% | 0.00% | – |
EQWL | INVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh | $24,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
AAL | Buy | AMERICAN AIRLS GROUP INC | $25,000 | +8.7% | 1,200 | +9.1% | 0.00% | 0.0% |
CACI | Buy | CACI INTL INCcl a | $37,000 | +105.6% | 143 | +98.6% | 0.00% | +100.0% |
XPO | Buy | XPO LOGISTICS INC | $26,000 | +85.7% | 321 | +217.8% | 0.00% | +100.0% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $36,000 | -34.5% | 702 | -34.9% | 0.00% | -50.0% |
ALK | ALASKA AIR GROUP INC | $32,000 | -3.0% | 547 | 0.0% | 0.00% | 0.0% | |
CM | Sell | CANADIAN IMP BK COMM | $27,000 | -12.9% | 242 | -10.4% | 0.00% | 0.0% |
XYL | XYLEM INC | $25,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
TRV | Buy | TRAVELERS COMPANIES INC | $29,000 | +625.0% | 192 | +611.1% | 0.00% | – |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $24,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $26,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
GMRE | New | GLOBAL MED REIT INC | $33,000 | – | 2,239 | +100.0% | 0.00% | – |
FLTR | Buy | VANECK ETF TRUSTinvestment grd | $26,000 | 0.0% | 1,021 | +0.2% | 0.00% | 0.0% |
FTV | FORTIVE CORP | $28,000 | +3.7% | 393 | 0.0% | 0.00% | 0.0% | |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $26,000 | -40.9% | 55 | -38.9% | 0.00% | -33.3% |
New | AG MTG INVT TR INC | $31,000 | – | 2,705 | +100.0% | 0.00% | – | |
EL | Buy | LAUDER ESTEE COS INCcl a | $23,000 | +91.7% | 80 | +105.1% | 0.00% | +100.0% |
CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $35,000 | +2.9% | 1,390 | +7.8% | 0.00% | 0.0% |
GIS | Buy | GENERAL MLS INC | $23,000 | +91.7% | 385 | +92.5% | 0.00% | +100.0% |
FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $24,000 | +9.1% | 2,100 | +10.5% | 0.00% | +100.0% |
SLG | Sell | SL GREEN RLTY CORP | $28,000 | -12.5% | 393 | -1.5% | 0.00% | 0.0% |
STLD | Buy | STEEL DYNAMICS INC | $26,000 | +100.0% | 446 | +97.3% | 0.00% | +100.0% |
XLRN | ACCELERON PHARMA INC | $38,000 | +35.7% | 220 | 0.0% | 0.00% | 0.0% | |
MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $23,000 | +64.3% | 350 | +75.0% | 0.00% | +100.0% |
ETSY | Sell | ETSY INC | $37,000 | -21.3% | 175 | -23.9% | 0.00% | -33.3% |
DOC | Sell | PHYSICIANS RLTY TR | $34,000 | -8.1% | 1,922 | -3.2% | 0.00% | 0.0% |
TT | TRANE TECHNOLOGIES PLC | $33,000 | -8.3% | 193 | 0.0% | 0.00% | 0.0% | |
CUBE | Sell | CUBESMART | $26,000 | -65.3% | 530 | -67.1% | 0.00% | -60.0% |
CE | New | CELANESE CORP DEL | $36,000 | – | 237 | +100.0% | 0.00% | – |
New | GXO LOGISTICS INCORPORATED | $25,000 | – | 321 | +100.0% | 0.00% | – | |
FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $35,000 | – | 1,000 | +100.0% | 0.00% | – |
COIN | COINBASE GLOBAL INC | $28,000 | -12.5% | 125 | 0.0% | 0.00% | 0.0% | |
PSTL | Sell | POSTAL REALTY TRUST INCcl a | $27,000 | 0.0% | 1,454 | -2.2% | 0.00% | 0.0% |
TWLO | TWILIO INCcl a | $27,000 | -20.6% | 85 | 0.0% | 0.00% | 0.0% | |
Z | Sell | ZILLOW GROUP INCcl c cap stk | $26,000 | -46.9% | 300 | -25.0% | 0.00% | -33.3% |
WSBC | WESBANCO INC | $27,000 | -3.6% | 789 | 0.0% | 0.00% | 0.0% | |
EXR | Sell | EXTRA SPACE STORAGE INC | $25,000 | -60.9% | 146 | -62.7% | 0.00% | -50.0% |
WAB | Buy | WABTEC | $28,000 | +7.7% | 321 | +2.6% | 0.00% | 0.0% |
FICO | FAIR ISAAC CORP | $29,000 | -21.6% | 74 | 0.0% | 0.00% | 0.0% | |
STAR | New | ISTAR INC | $38,000 | – | 1,525 | +100.0% | 0.00% | – |
WPC | Buy | WP CAREY INC | $31,000 | +14.8% | 423 | +14.9% | 0.00% | 0.0% |
AMN | AMN HEALTHCARE SVCS INC | $29,000 | +20.8% | 250 | 0.0% | 0.00% | 0.0% | |
HEI | New | HEICO CORP NEW | $24,000 | – | 183 | +100.0% | 0.00% | – |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $25,000 | -45.7% | 1,000 | 0.0% | 0.00% | -33.3% | |
NDSN | New | NORDSON CORP | $31,000 | – | 131 | +100.0% | 0.00% | – |
NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $30,000 | 0.0% | 649 | 0.0% | 0.00% | 0.0% | |
MRNA | New | MODERNA INC | $38,000 | – | 100 | +100.0% | 0.00% | – |
VTRS | Buy | VIATRIS INC | $26,000 | +23.8% | 1,896 | +27.7% | 0.00% | +100.0% |
FIS | FIDELITY NATL INFORMATION SV | $32,000 | -15.8% | 266 | 0.0% | 0.00% | -33.3% | |
EJUL | INNOVATOR ETFS TRemrgng mkt july | $29,000 | -3.3% | 1,117 | 0.0% | 0.00% | 0.0% | |
MBB | Sell | ISHARES TRmbs etf | $33,000 | -17.5% | 302 | -17.7% | 0.00% | -33.3% |
RY | Sell | ROYAL BK CDA | $23,000 | -11.5% | 231 | -11.5% | 0.00% | 0.0% |
SLYV | SPDR SER TRs&p 600 smcp val | $23,000 | -4.2% | 285 | 0.0% | 0.00% | 0.0% | |
IYT | ISHARES TRus trsprtion | $30,000 | -3.2% | 122 | 0.0% | 0.00% | 0.0% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $33,000 | -2.9% | 1,925 | 0.0% | 0.00% | 0.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $33,000 | -2.9% | 179 | 0.0% | 0.00% | 0.0% | |
RCL | New | ROYAL CARIBBEAN GROUP | $18,000 | – | 206 | +100.0% | 0.00% | – |
IGN | ISHARES TRna tec multm etf | $10,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
IFRA | New | ISHARES TRus infrastruc | $12,000 | – | 340 | +100.0% | 0.00% | – |
ITRI | New | ITRON INC | $11,000 | – | 150 | +100.0% | 0.00% | – |
BBJP | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $11,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
BBCA | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $11,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
LQD | ISHARES TRiboxx inv cp etf | $9,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
OEF | ISHARES TRs&p 100 etf | $10,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $16,000 | -5.9% | 404 | 0.0% | 0.00% | 0.0% | |
KLAC | KLA CORP | $17,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
KMB | Sell | KIMBERLY-CLARK CORP | $17,000 | -91.6% | 126 | -91.7% | 0.00% | -92.9% |
KBWR | New | INVESCO EXCH TRADED FD TR IIkbw regl bkg | $16,000 | – | 266 | +100.0% | 0.00% | – |
KHC | Buy | KRAFT HEINZ CO | $10,000 | 0.0% | 247 | +0.8% | 0.00% | 0.0% |
KR | Buy | KROGER CO | $13,000 | +8.3% | 316 | +0.6% | 0.00% | 0.0% |
LRCX | Buy | LAM RESEARCH CORP | $18,000 | +80.0% | 31 | +93.8% | 0.00% | 0.0% |
RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $14,000 | +16.7% | 90 | +28.6% | 0.00% | 0.0% |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $14,000 | – | 300 | +100.0% | 0.00% | – |
MMC | Buy | MARSH & MCLENNAN COS INC | $15,000 | +7.1% | 101 | +1.0% | 0.00% | 0.0% |
IART | INTEGRA LIFESCIENCES HLDGS C | $13,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
PJUL | INNOVATOR ETFS TRus eqty pwr buf | $20,000 | 0.0% | 674 | 0.0% | 0.00% | 0.0% | |
IJUL | INNOVATOR ETFS TRintrnl dev july | $20,000 | 0.0% | 815 | 0.0% | 0.00% | 0.0% | |
KOCT | INNOVATOR ETFS TRus sml cp pwr b | $18,000 | 0.0% | 665 | 0.0% | 0.00% | 0.0% | |
EJAN | INNOVATOR ETFS TRemrgng mkt jan | $15,000 | -6.2% | 503 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC | $9,000 | +12.5% | 169 | 0.0% | 0.00% | 0.0% | |
MYGN | MYRIAD GENETICS INC | $13,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% | |
NRG | Buy | NRG ENERGY INC | $21,000 | +110.0% | 506 | +96.1% | 0.00% | 0.0% |
NDAQ | NASDAQ INC | $10,000 | +11.1% | 52 | 0.0% | 0.00% | 0.0% | |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $8,000 | +300.0% | 142 | +283.8% | 0.00% | – |
NP | Buy | NEENAH INC | $18,000 | -10.0% | 394 | +1.0% | 0.00% | 0.0% |
NWL | Buy | NEWELL BRANDS INC | $11,000 | +10.0% | 515 | +43.5% | 0.00% | 0.0% |
NSC | NORFOLK SOUTHN CORP | $22,000 | -8.3% | 90 | 0.0% | 0.00% | -50.0% | |
NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $19,000 | -52.5% | 1,229 | -51.4% | 0.00% | -66.7% |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $21,000 | +10.5% | 508 | +15.2% | 0.00% | 0.0% |
NAN | New | NUVEEN NEW YORK QLT MUN INC | $12,000 | – | 792 | +100.0% | 0.00% | – |
HOG | Buy | HARLEY DAVIDSON INC | $9,000 | -18.2% | 243 | +0.4% | 0.00% | 0.0% |
OPI | New | OFFICE PPTYS INCOME TR | $12,000 | – | 467 | +100.0% | 0.00% | – |
OMER | OMEROS CORP | $14,000 | -6.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
GBDC | New | GOLUB CAP BDC INC | $16,000 | – | 1,002 | +100.0% | 0.00% | – |
GSBD | New | GOLDMAN SACHS BDC INC | $21,000 | – | 1,141 | +100.0% | 0.00% | – |
PAVE | GLOBAL X FDSus infr dev etf | $12,000 | 0.0% | 472 | 0.0% | 0.00% | 0.0% | |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $15,000 | – | 405 | +100.0% | 0.00% | – |
PENN | PENN NATL GAMING INC | $11,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
GPC | Buy | GENUINE PARTS CO | $16,000 | +33.3% | 131 | +42.4% | 0.00% | 0.0% |
GPS | Buy | GAP INC | $11,000 | -31.2% | 478 | +0.4% | 0.00% | 0.0% |
PDM | PIEDMONT OFFICE REALTY TR IN | $9,000 | 0.0% | 509 | 0.0% | 0.00% | 0.0% | |
BEN | Buy | FRANKLIN RESOURCES INC | $15,000 | +50.0% | 512 | +56.1% | 0.00% | 0.0% |
FRTA | FORTERRA INC | $9,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
QS | Buy | QUANTUMSCAPE CORP | $17,000 | +13.3% | 672 | +30.0% | 0.00% | 0.0% |
FHTX | FOGHORN THERAPEUTICS INC | $8,000 | +33.3% | 605 | 0.0% | 0.00% | – | |
RGA | New | REINSURANCE GRP OF AMERICA I | $13,000 | – | 115 | +100.0% | 0.00% | – |
RAVI | FLEXSHARES TRready acc vari | $19,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
ROKU | ROKU INC | $16,000 | -30.4% | 50 | 0.0% | 0.00% | -50.0% | |
FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $13,000 | – | 247 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INC | $9,000 | – | 82 | +100.0% | 0.00% | – |
RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $21,000 | 0.0% | 447 | 0.0% | 0.00% | 0.0% | |
QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $11,000 | -50.0% | 100 | -50.0% | 0.00% | 0.0% |
FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $9,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $15,000 | +650.0% | 331 | +845.7% | 0.00% | – |
SPSB | Sell | SPDR SER TRportfolio short | $14,000 | -17.6% | 456 | -13.8% | 0.00% | 0.0% |
EXPE | EXPEDIA GROUP INC | $16,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $22,000 | +22.2% | 235 | +24.3% | 0.00% | 0.0% |
MDYG | SPDR SER TRs&p 400 mdcp grw | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
JNK | Sell | SPDR SER TRbloomberg brclys | $19,000 | -29.6% | 173 | -28.2% | 0.00% | -50.0% |
SIMS | New | SPDR SER TRs&p kensho intlg | $11,000 | – | 250 | +100.0% | 0.00% | – |
EW | EDWARDS LIFESCIENCES CORP | $8,000 | +14.3% | 69 | 0.0% | 0.00% | – | |
EIX | Buy | EDISON INTL | $14,000 | 0.0% | 253 | +1.2% | 0.00% | 0.0% |
EBAY | Sell | EBAY INC. | $13,000 | -53.6% | 183 | -53.6% | 0.00% | -50.0% |
EMTL | Buy | SSGA ACTIVE TRspdr dbleln emrg | $19,000 | 0.0% | 372 | +0.5% | 0.00% | 0.0% |
EVT | EATON VANCE TAX ADVT DIV INC | $11,000 | 0.0% | 415 | 0.0% | 0.00% | 0.0% | |
MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $8,000 | -33.3% | 577 | +0.2% | 0.00% | 0.0% |
SCHW | Sell | SCHWAB CHARLES CORP | $9,000 | -57.1% | 123 | -57.7% | 0.00% | 0.0% |
EOG | Buy | EOG RES INC | $18,000 | +100.0% | 227 | +108.3% | 0.00% | 0.0% |
SPUU | New | DIREXION SHS ETF TRdly s&p500 2xs | $10,000 | – | 106 | +100.0% | 0.00% | – |
DEO | DIAGEO PLCspon adr new | $13,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $15,000 | +7.1% | 143 | 0.0% | 0.00% | 0.0% | |
DAWN | DAY ONE BIOPHARMACEUTICALS I | $18,000 | +5.9% | 750 | 0.0% | 0.00% | 0.0% | |
SJM | New | SMUCKER J M CO | $13,000 | – | 109 | +100.0% | 0.00% | – |
SRC | New | SPIRIT RLTY CAP INC NEW | $10,000 | – | 228 | +100.0% | 0.00% | – |
SWK | STANLEY BLACK & DECKER INC | $20,000 | -16.7% | 115 | 0.0% | 0.00% | -50.0% | |
DTE | DTE ENERGY CO | $12,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% | |
CMI | Buy | CUMMINS INC | $22,000 | -8.3% | 98 | +1.0% | 0.00% | -50.0% |
TCHP | New | T ROWE PRICE ETF INCprice blue chip | $10,000 | – | 300 | +100.0% | 0.00% | – |
TDVG | New | T ROWE PRICE ETF INCprice div grwt | $10,000 | – | 300 | +100.0% | 0.00% | – |
ED | Buy | CONSOLIDATED EDISON INC | $14,000 | +7.7% | 189 | +1.1% | 0.00% | 0.0% |
TDOC | TELADOC HEALTH INC | $14,000 | -26.3% | 112 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC | $8,000 | -11.1% | 248 | 0.0% | 0.00% | 0.0% | |
TER | Buy | TERADYNE INC | $16,000 | +60.0% | 148 | +97.3% | 0.00% | 0.0% |
COLB | Buy | COLUMBIA BKG SYS INC | $19,000 | 0.0% | 509 | +0.8% | 0.00% | 0.0% |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $14,000 | – | 183 | +100.0% | 0.00% | – |
TD | Buy | TORONTO DOMINION BK ONT | $18,000 | +50.0% | 273 | +58.7% | 0.00% | 0.0% |
TNL | Buy | TRAVEL PLUS LEISURE CO | $14,000 | +27.3% | 262 | +39.4% | 0.00% | 0.0% |
TWTR | TWITTER INC | $8,000 | -11.1% | 125 | 0.0% | 0.00% | 0.0% | |
CTXS | CITRIX SYS INC | $12,000 | -7.7% | 110 | 0.0% | 0.00% | 0.0% | |
UMPQ | Buy | UMPQUA HLDGS CORP | $12,000 | +9.1% | 578 | +1.0% | 0.00% | 0.0% |
UAL | UNITED AIRLS HLDGS INC | $20,000 | -9.1% | 415 | 0.0% | 0.00% | 0.0% | |
VLY | New | VALLEY NATL BANCORP | $14,000 | – | 1,055 | +100.0% | 0.00% | – |
CAJ | New | CANON INCsponsored adr | $12,000 | – | 484 | +100.0% | 0.00% | – |
CP | Sell | CANADIAN PAC RY LTD | $8,000 | -99.9% | 127 | -99.8% | 0.00% | -99.8% |
BR | BROADRIDGE FINL SOLUTIONS IN | $15,000 | +7.1% | 88 | 0.0% | 0.00% | 0.0% | |
VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $12,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $11,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
BLE | BLACKROCK MUNI INCOME TR II | $10,000 | -9.1% | 684 | 0.0% | 0.00% | 0.0% | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $20,000 | 0.0% | 242 | +0.4% | 0.00% | 0.0% |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $15,000 | – | 106 | +100.0% | 0.00% | – |
BNS | Buy | BANK NOVA SCOTIA B C | $22,000 | -4.3% | 361 | +1.1% | 0.00% | -50.0% |
BCE | Buy | BCE INC | $14,000 | +366.7% | 280 | +391.2% | 0.00% | – |
RCEL | AVITA MEDICAL INC | $12,000 | -7.7% | 652 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC | $14,000 | -12.5% | 77 | 0.0% | 0.00% | 0.0% | |
VMC | Sell | VULCAN MATLS CO | $8,000 | 0.0% | 47 | -2.1% | 0.00% | 0.0% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $15,000 | -16.7% | 257 | -14.0% | 0.00% | 0.0% |
ADM | ARCHER DANIELS MIDLAND CO | $11,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
WEN | New | WENDYS CO | $18,000 | – | 836 | +100.0% | 0.00% | – |
AIV | Buy | APARTMENT INVT & MGMT COcl a | $20,000 | +185.7% | 2,860 | +165.8% | 0.00% | – |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $9,000 | +50.0% | 1,073 | +51.3% | 0.00% | – |
DWM | Buy | WISDOMTREE TRintl equity fd | $8,000 | 0.0% | 157 | +0.6% | 0.00% | 0.0% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $19,000 | +171.4% | 133 | +216.7% | 0.00% | – |
DOX | AMDOCS LTD | $15,000 | -6.2% | 204 | 0.0% | 0.00% | 0.0% | |
AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $20,000 | – | 400 | +100.0% | 0.00% | – |
ATI | ALLEGHENY TECHNOLOGIES INC | $17,000 | -19.0% | 1,013 | 0.0% | 0.00% | 0.0% | |
IVZ | Buy | INVESCO LTD | $16,000 | +45.5% | 657 | +57.9% | 0.00% | 0.0% |
ABNB | Sell | AIRBNB INC | $16,000 | +6.7% | 90 | -10.0% | 0.00% | 0.0% |
LAZ | Sell | LAZARD LTD | $14,000 | -6.7% | 300 | -11.8% | 0.00% | 0.0% |
CB | CHUBB LIMITED | $11,000 | +10.0% | 62 | 0.0% | 0.00% | 0.0% | |
ARKQ | Sell | ARK ETF TRautnmus technlgy | $18,000 | -81.1% | 235 | -78.6% | 0.00% | -83.3% |
IEO | ISHARES TRus oil gs ex etf | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
IEI | ISHARES TR3 7 yr treas bd | $19,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
ICLN | ISHARES TRgl clean ene etf | $11,000 | -8.3% | 522 | 0.0% | 0.00% | 0.0% | |
QUAL | ISHARES TRmsci usa qlt fct | $11,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
IYK | ISHARES TRus consm staples | $12,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES TRu.s. finls etf | $13,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
IYR | ISHARES TRu.s. real es etf | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
AMCR | Exit | AMCOR PLCord | $0 | – | -208 | -100.0% | 0.00% | – |
TCDA | TRICIDA INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
R | Buy | RYDER SYS INC | $3,000 | 0.0% | 38 | +2.7% | 0.00% | – |
RCI | Exit | ROGERS COMMUNICATIONS INCcl b | $0 | – | -54 | -100.0% | 0.00% | – |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,000 | -71.4% | 15 | -73.2% | 0.00% | – |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $2,000 | 0.0% | 145 | 0.0% | 0.00% | – | |
EXP | Exit | EAGLE MATLS INC | $0 | – | -13 | -100.0% | 0.00% | – |
COMP | New | COMPASS INCcl a | $4,000 | – | 300 | +100.0% | 0.00% | – |
TDC | Buy | TERADATA CORP DEL | $1,000 | 0.0% | 24 | +20.0% | 0.00% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -18 | -100.0% | 0.00% | – |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $4,000 | +33.3% | 90 | 0.0% | 0.00% | – | |
RNP | New | COHEN & STEERS REIT & PFD & | $4,000 | – | 168 | +100.0% | 0.00% | – |
TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $2,000 | 0.0% | 196 | 0.0% | 0.00% | – | |
CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -255 | -100.0% | 0.00% | – |
TTD | THE TRADE DESK INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ROL | ROLLINS INC | $6,000 | 0.0% | 180 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $2,000 | -33.3% | 99 | 0.0% | 0.00% | – | |
BLD | New | TOPBUILD CORP | $5,000 | – | 22 | +100.0% | 0.00% | – |
AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -26 | -100.0% | 0.00% | – |
CNSP | CNS PHARMACEUTICALS INC | $1,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
RYN | New | RAYONIER INC | $4,000 | – | 122 | +100.0% | 0.00% | – |
TRANSOCEAN INCdeb 0.500% 1/3 | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
RMR | Buy | RMR GROUP INCcl a | $2,000 | +100.0% | 48 | +84.6% | 0.00% | – |
TRKA | New | TROIKA MEDIA GROUP INC | $1,000 | – | 604 | +100.0% | 0.00% | – |
HYHG | PROSHARES TRhgh yld int rate | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
FNKO | FUNKO INC | $7,000 | -22.2% | 400 | 0.0% | 0.00% | -100.0% | |
AVY | Exit | AVERY DENNISON CORP | $0 | – | -10 | -100.0% | 0.00% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -28 | -100.0% | 0.00% | – |
UGI | New | UGI CORP NEW | $3,000 | – | 63 | +100.0% | 0.00% | – |
CINR | New | CINER RESOURCES LP | $4,000 | – | 250 | +100.0% | 0.00% | – |
GOTU | New | GAOTU TECHEDU INCsponsored ads | $1,000 | – | 208 | +100.0% | 0.00% | – |
UA | New | UNDER ARMOUR INCcl c | $7,000 | – | 400 | +100.0% | 0.00% | – |
CHD | CHURCH & DWIGHT INC | $4,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
CHENIERE ENERGY INCnote 4.250% 3/1 | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
CC | New | CHEMOURS CO | $2,000 | – | 64 | +100.0% | 0.00% | – |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $3,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -7 | -100.0% | 0.00% | – |
HYS | PIMCO ETF TR0-5 high yield | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
UNIT | Buy | UNITI GROUP INC | $3,000 | +200.0% | 227 | +155.1% | 0.00% | – |
VFC | Buy | V F CORP | $5,000 | -16.7% | 70 | +1.4% | 0.00% | – |
PKI | New | PERKINELMER INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
PRG | Exit | PROG HOLDINGS INC | $0 | – | -104 | -100.0% | 0.00% | – |
PBCT | New | PEOPLES UNITED FINANCIAL INC | $5,000 | – | 300 | +100.0% | 0.00% | – |
SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -919 | -100.0% | 0.00% | – |
JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -418 | -100.0% | 0.00% | – |
CGC | Buy | CANOPY GROWTH CORP | $7,000 | -36.4% | 537 | +14.7% | 0.00% | -100.0% |
PANW | PALO ALTO NETWORKS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
IDCC | Exit | INTERDIGITAL INC | $0 | – | -40 | -100.0% | 0.00% | – |
RELX | Exit | RELX PLCsponsored adr | $0 | – | -105 | -100.0% | 0.00% | – |
PVH | PVH CORPORATION | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
SIL | GLOBAL X FDSglobal x silver | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
CSQ | CALAMOS STRATEGIC TOTAL RETU | $4,000 | -20.0% | 250 | 0.0% | 0.00% | – | |
GNOG | GOLDEN NUGGET ONLINE GAMIN | $7,000 | +40.0% | 375 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
CME | Sell | CME GROUP INC | $6,000 | -33.3% | 33 | -17.5% | 0.00% | -100.0% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $6,000 | +500.0% | 104 | +593.3% | 0.00% | – |
BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,000 | – | 91 | +100.0% | 0.00% | – |
EQH | Exit | EQUITABLE HLDGS INC | $0 | – | -40 | -100.0% | 0.00% | – |
PCG | PG&E CORP | $1,000 | 0.0% | 93 | 0.0% | 0.00% | – | |
BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -58 | -100.0% | 0.00% | – |
GLDD | GREAT LAKES DREDGE & DOCK CO | $6,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
TCPC | BLACKROCK TCP CAPITAL CORP | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
LVHD | Exit | LEGG MASON ETF INVT TRl vol h div etf | $0 | – | -49 | -100.0% | 0.00% | – |
GNLN | GREENLANE HLDGS INCcl a | $5,000 | -44.4% | 2,120 | 0.0% | 0.00% | -100.0% | |
SPMB | Exit | SPDR SER TRportfli mortgage | $0 | – | -44 | -100.0% | 0.00% | – |
BGY | BLACKROCK ENHANCED INTL DIV | $6,000 | 0.0% | 971 | 0.0% | 0.00% | – | |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $3,000 | – | 10 | +100.0% | 0.00% | – |
VDC | VANGUARD WORLD FDSconsum stp etf | $5,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
VFH | VANGUARD WORLD FDSfinancials etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $5,000 | -37.5% | 13 | -35.0% | 0.00% | -100.0% |
BSM | New | BLACK STONE MINERALS L P | $1,000 | – | 50 | +100.0% | 0.00% | – |
OGS | ONE GAS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
BECN | New | BEACON ROOFING SUPPLY INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
VTR | New | VENTAS INC | $6,000 | – | 110 | +100.0% | 0.00% | – |
OXY | OCCIDENTAL PETE CORP | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
WPP | Exit | WPP PLC NEWadr | $0 | – | -39 | -100.0% | 0.00% | – |
MSGN | Exit | MSG NETWORK INCcl a | $0 | – | -53 | -100.0% | 0.00% | – |
ORLY | OREILLY AUTOMOTIVE INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $5,000 | – | 118 | +100.0% | 0.00% | – |
BLDP | BALLARD PWR SYS INC NEW | $2,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
MFG | Exit | MIZUHO FINANCIAL GROUP INCsponsored adr | $0 | – | -909 | -100.0% | 0.00% | – |
NTR | NUTRIEN LTD | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
ATXI | New | AVENUE THERAPEUTICS INC | $1,000 | – | 601 | +100.0% | 0.00% | – |
AGR | New | AVANGRID INC | $4,000 | – | 74 | +100.0% | 0.00% | – |
HA | New | HAWAIIAN HOLDINGS INC | $6,000 | – | 254 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC | $6,000 | -25.0% | 833 | 0.0% | 0.00% | -100.0% | |
VRNT | VERINT SYS INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -91 | -100.0% | 0.00% | – |
VIAC | Buy | VIACOMCBS INCcl b | $1,000 | 0.0% | 15 | +7.1% | 0.00% | – |
NTRS | New | NORTHERN TR CORP | $5,000 | – | 50 | +100.0% | 0.00% | – |
ACIC | Exit | ATLAS CREST INVT CORP | $0 | – | -740 | -100.0% | 0.00% | – |
NOK | NOKIA CORPsponsored adr | $5,000 | 0.0% | 971 | 0.0% | 0.00% | – | |
ATO | Sell | ATMOS ENERGY CORP | $6,000 | -25.0% | 70 | -17.6% | 0.00% | -100.0% |
VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | – | 59 | +100.0% | 0.00% | – |
VNT | VONTIER CORPORATION | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
ARCC | Exit | ARES CAPITAL CORP | $0 | – | -377 | -100.0% | 0.00% | – |
JKHY | HENRY JACK & ASSOC INC | $6,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $1,000 | – | 532 | +100.0% | 0.00% | – |
ATLAS AIR WORLDWIDE HLDGS INnote 1.875% 6/0 | $3,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
NEUROCRINE BIOSCIENCES INCnote 2.250% 5/1 | $3,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
HELE | Exit | HELEN OF TROY LTD | $0 | – | -4 | -100.0% | 0.00% | – |
NTAP | Buy | NETAPP INC | $2,000 | 0.0% | 28 | +3.7% | 0.00% | – |
WBS | WEBSTER FINL CORP CONN | $4,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
RGI | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $0 | – | -16 | -100.0% | 0.00% | – |
New | ARCHER AVIATION INC | $7,000 | – | 740 | +100.0% | 0.00% | – | |
INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -166 | -100.0% | 0.00% | – |
NHI | Buy | NATIONAL HEALTH INVS INC | $3,000 | +200.0% | 59 | +195.0% | 0.00% | – |
WCC | WESCO INTL INC | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – | |
MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $4,000 | 0.0% | 117 | 0.0% | 0.00% | – | |
HUM | Buy | HUMANA INC | $5,000 | +66.7% | 12 | +71.4% | 0.00% | – |
WDC | WESTERN DIGITAL CORP. | $3,000 | -25.0% | 59 | 0.0% | 0.00% | – | |
WLKP | New | WESTLAKE CHEM PARTNERS LP | $3,000 | – | 104 | +100.0% | 0.00% | – |
NCR | Buy | NCR CORP NEW | $1,000 | 0.0% | 24 | +20.0% | 0.00% | – |
ROOF | INDEXIQ ETF TRus rl est smcp | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
CONE | Exit | CYRUSONE INC | $0 | – | -17 | -100.0% | 0.00% | – |
WTMF | New | WISDOMTREE TRfutre strat fd | $4,000 | – | 100 | +100.0% | 0.00% | – |
BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $2,000 | -50.0% | 49 | -42.4% | 0.00% | – |
IBUY | AMPLIFY ETF TRonlin retl etf | $4,000 | -20.0% | 40 | 0.0% | 0.00% | – | |
IWD | ISHARES TRrus 1000 val etf | $7,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
MICROCHIP TECHNOLOGY INC.note 1.625% 2/1 | $7,000 | 0.0% | 2,000 | 0.0% | 0.00% | – | ||
MSB | New | MESABI TRctf ben int | $3,000 | – | 91 | +100.0% | 0.00% | – |
MAT | MATTEL INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
GRMN | Exit | GARMIN LTD | $0 | – | -20 | -100.0% | 0.00% | – |
MRVL | New | MARVELL TECHNOLOGY INC | $5,000 | – | 85 | +100.0% | 0.00% | – |
PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,000 | – | 10 | +100.0% | 0.00% | – |
XLNX | XILINX INC | $7,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
MBII | New | MARRONE BIO INNOVATIONS INC | $1,000 | – | 957 | +100.0% | 0.00% | – |
MRO | MARATHON OIL CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
MSGE | New | MADISON SQUARE GRDN ENTERTNMcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
BBEU | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $6,000 | -14.3% | 111 | 0.0% | 0.00% | – | |
M | MACYS INC | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
AEE | New | AMEREN CORP | $3,000 | – | 36 | +100.0% | 0.00% | – |
MGM | MGM RESORTS INTERNATIONAL | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
LUMENTUM HLDGS INCnote 0.250% 3/1 | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
ZNGA | ZYNGA INCcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
IUSB | New | ISHARES TRcore total usd | $1,000 | – | 20 | +100.0% | 0.00% | – |
TLT | Sell | ISHARES TR20 yr tr bd etf | $5,000 | -28.6% | 32 | -30.4% | 0.00% | – |
SLV | ISHARES SILVER TRishares | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – | |
ATH | ATHENE HOLDING LTDcl a | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
New | LUCID GROUP INC | $6,000 | – | 255 | +100.0% | 0.00% | – | |
LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $1,000 | 0.0% | 69 | 0.0% | 0.00% | – | |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $5,000 | 0.0% | 130 | +0.8% | 0.00% | – |
RE | EVEREST RE GROUP LTD | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
LIN | Exit | LINDE PLC | $0 | – | -17 | -100.0% | 0.00% | – |
MCHI | ISHARES TRmsci china etf | $1,000 | -50.0% | 21 | 0.0% | 0.00% | – | |
CMF | Sell | ISHARES TRcalif mun bd etf | $7,000 | -87.5% | 106 | -88.2% | 0.00% | -100.0% |
FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
New | JOBY AVIATION INC | $6,000 | – | 596 | +100.0% | 0.00% | – | |
FWONK | New | LIBERTY MEDIA CORP DEL | $1,000 | – | 10 | +100.0% | 0.00% | – |
NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $3,000 | – | 100 | +100.0% | 0.00% | – |
LSXMA | LIBERTY MEDIA CORP DEL | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – | |
LBRDA | LIBERTY BROADBAND CORP | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
PNR | Sell | PENTAIR PLC | $1,000 | -50.0% | 9 | -66.7% | 0.00% | – |
LEN | Sell | LENNAR CORPcl a | $3,000 | -57.1% | 40 | -46.7% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $3,000 | – | 79 | +100.0% | 0.00% | – |
IDU | ISHARES TRu.s. utilits etf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $4,000 | 0.0% | 78 | -6.0% | 0.00% | – |
SPOT | SPOTIFY TECHNOLOGY S A | $2,000 | -33.3% | 11 | 0.0% | 0.00% | – | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
CGNT | COGNYTE SOFTWARE LTD | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
IPKW | INVESCO EXCH TRADED FD TR IIintl buyback | $6,000 | 0.0% | 126 | 0.0% | 0.00% | – | |
ASML | New | ASML HOLDING N V | $6,000 | – | 8 | +100.0% | 0.00% | – |
THD | ISHARES INCmsci thailnd etf | $4,000 | -20.0% | 60 | 0.0% | 0.00% | – | |
NXPI | NXP SEMICONDUCTORS N V | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $1,000 | – | 25 | +100.0% | 0.00% | – |
BBAX | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $5,000 | 0.0% | 88 | 0.0% | 0.00% | – | |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -14 | -100.0% | 0.00% | – |
KTB | Exit | KONTOOR BRANDS INC | $0 | – | -10 | -100.0% | 0.00% | – |
SPNE | Exit | SEASPINE HLDGS CORP | $0 | – | -31 | -100.0% | 0.00% | – |
RJA | Exit | SWEDISH EXPT CR CORProg agri etn22 | $0 | – | -341 | -100.0% | 0.00% | – |
UBS | Exit | UBS GROUP AG | $0 | – | -175 | -100.0% | 0.00% | – |
SAIC | Exit | SCIENCE APPLICATIONS INTL CO | $0 | – | -15 | -100.0% | 0.00% | – |
DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -10 | -100.0% | 0.00% | – |
CCEP | Exit | COCA-COLA EUROPACIFIC PARTNE | $0 | – | -58 | -100.0% | 0.00% | – |
LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -39 | -100.0% | 0.00% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $4,000 | – | 70 | +100.0% | 0.00% | – |
DBI | New | DESIGNER BRANDS INCcl a | $4,000 | – | 266 | +100.0% | 0.00% | – |
DVN | Buy | DEVON ENERGY CORP NEW | $2,000 | 0.0% | 60 | +1.7% | 0.00% | – |
XRAY | DENTSPLY SIRONA INC | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
EBND | Exit | SPDR SER TRblombrg brc emrg | $0 | – | -113 | -100.0% | 0.00% | – |
DRE | Buy | DUKE REALTY CORP | $5,000 | 0.0% | 96 | +1.1% | 0.00% | – |
BLCN | Sell | SIREN ETF TRnsd nxgn eco etf | $3,000 | -25.0% | 60 | -26.8% | 0.00% | – |
DWLD | New | DAVIS FUNDAMENTAL ETF TRselect wrld wi | $1,000 | – | 35 | +100.0% | 0.00% | – |
VIDI | ETF SER SOLUTIONSvident intl eq | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ICLR | Exit | ICON PLC | $0 | – | -5 | -100.0% | 0.00% | – |
SBRA | New | SABRA HEALTH CARE REIT INC | $4,000 | – | 250 | +100.0% | 0.00% | – |
EDIT | New | EDITAS MEDICINE INC | $2,000 | – | 43 | +100.0% | 0.00% | – |
DTM | New | DT MIDSTREAM INC | $2,000 | – | 54 | +100.0% | 0.00% | – |
QSR | Exit | RESTAURANT BRANDS INTL INC | $0 | – | -44 | -100.0% | 0.00% | – |
EBF | New | ENNIS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
TKR | Exit | TIMKEN CO | $0 | – | -9 | -100.0% | 0.00% | – |
IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -30 | -100.0% | 0.00% | – |
STT | STATE STR CORP | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
ETRN | New | EQUITRANS MIDSTREAM CORP | $3,000 | – | 305 | +100.0% | 0.00% | – |
WTRG | Sell | ESSENTIAL UTILS INC | $4,000 | -33.3% | 77 | -31.9% | 0.00% | – |
COUP | Exit | COUPA SOFTWARE INC | $0 | – | -20 | -100.0% | 0.00% | – |
EVRG | EVERGY INC | $5,000 | +25.0% | 73 | 0.0% | 0.00% | – | |
SUNPOWER CORPdbcv 4.000% 1/1 | $2,000 | -33.3% | 2,000 | 0.0% | 0.00% | – | ||
SPTL | Buy | SPDR SER TRportfolio ln tsr | $4,000 | +100.0% | 106 | +178.9% | 0.00% | – |
SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $3,000 | -57.1% | 87 | -54.0% | 0.00% | – |
ONEQ | New | FIDELITY COMWLTH TR | $3,000 | – | 50 | +100.0% | 0.00% | – |
FMF | New | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $7,000 | – | 150 | +100.0% | 0.00% | – |
FEMB | Sell | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $4,000 | -82.6% | 114 | -82.4% | 0.00% | -100.0% |
TMUS | T-MOBILE US INC | $7,000 | -12.5% | 55 | 0.0% | 0.00% | -100.0% | |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -35 | -100.0% | 0.00% | – |
PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -214 | -100.0% | -0.00% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -40 | -100.0% | -0.00% | – |
AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -162 | -100.0% | -0.00% | – |
PFXF | Exit | VANECK VECTORS ETF TRpfd secs ex finl | $0 | – | -541 | -100.0% | -0.00% | – |
NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -1,287 | -100.0% | -0.00% | – |
VSAT | Exit | VIASAT INC | $0 | – | -369 | -100.0% | -0.00% | – |
PFSW | Exit | PFSWEB INC | $0 | – | -1,900 | -100.0% | -0.00% | – |
DRW | Exit | WISDOMTREE TRglb ex us rl est | $0 | – | -315 | -100.0% | -0.00% | – |
CROX | Exit | CROCS INC | $0 | – | -155 | -100.0% | -0.00% | – |
MQY | Exit | BLACKROCK MUNIYILD QULT FD I | $0 | – | -1,271 | -100.0% | -0.00% | – |
XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -100 | -100.0% | -0.00% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -1,596 | -100.0% | -0.00% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -157 | -100.0% | -0.00% | – |
GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -961 | -100.0% | -0.00% | – |
WRI | Exit | WEINGARTEN RLTY INVSsh ben int | $0 | – | -1,491 | -100.0% | -0.00% | – |
REM | Exit | ISHARES TRmortge rel etf | $0 | – | -1,667 | -100.0% | -0.00% | – |
JD | Exit | JD.COM INCspon adr cl a | $0 | – | -978 | -100.0% | -0.01% | – |
SPHB | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $0 | – | -1,528 | -100.0% | -0.01% | – |
LOGI | Exit | LOGITECH INTL S A | $0 | – | -2,319 | -100.0% | -0.02% | – |
EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -4,378 | -100.0% | -0.02% | – |
FMC | Exit | FMC CORP | $0 | – | -17,585 | -100.0% | -0.13% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-04
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.