$267 Million is the total value of Ironwood Financial, llc's 507 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $29,790,000 | -14.1% | 1,404,528 | -13.6% | 11.15% | -36.0% |
| AAPL | Buy | APPLE INC | $28,692,000 | +1853.2% | 216,235 | +1605.2% | 10.74% | +1354.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $21,285,000 | +43.5% | 56,700 | +28.4% | 7.96% | +6.9% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $13,737,000 | +0.6% | 631,570 | +1.0% | 5.14% | -25.1% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $10,081,000 | -20.5% | 436,414 | -21.0% | 3.77% | -40.8% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $9,957,000 | +20.4% | 156,021 | +336.0% | 3.73% | -10.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,758,000 | +78.8% | 101,389 | +79.1% | 3.28% | +33.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $7,581,000 | +15.4% | 59,215 | +1.4% | 2.84% | -14.0% |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $7,044,000 | -17.4% | 301,816 | -19.1% | 2.64% | -38.5% |
| EUSA | Buy | ISHARES INCmsci equal weite | $6,920,000 | +71.5% | 95,841 | +45.0% | 2.59% | +27.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,707,000 | +88.3% | 29,183 | +51.9% | 2.51% | +40.3% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $5,465,000 | -12.4% | 215,316 | -15.3% | 2.04% | -34.7% |
| IYE | Buy | ISHARES TRu.s. energy etf | $5,219,000 | +66.4% | 257,839 | +31.2% | 1.95% | +23.9% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,108,000 | +73.6% | 62,818 | +161.3% | 1.91% | +29.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,740,000 | +217.9% | 51,574 | +142.9% | 1.77% | +136.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $4,458,000 | +74.1% | 61,105 | +51.9% | 1.67% | +29.7% |
| AMZN | Buy | AMAZON COM INC | $4,140,000 | +1862.1% | 1,271 | +1797.0% | 1.55% | +1361.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,630,000 | +27.6% | 42,066 | +99.5% | 1.36% | -5.0% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $3,467,000 | +16.7% | 158,323 | +16.2% | 1.30% | -13.1% |
| IETC | Sell | ISHARES U S ETF TRtechnology | $2,558,000 | +6.6% | 53,823 | -4.8% | 0.96% | -20.6% |
| IBDM | Sell | ISHARES TRibonds dec21 etf | $2,534,000 | -1.3% | 101,711 | -0.8% | 0.95% | -26.5% |
| MSFT | Buy | MICROSOFT CORP | $2,467,000 | +894.8% | 11,093 | +839.3% | 0.92% | +638.4% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,368,000 | +23.5% | 8,261 | -4.6% | 0.89% | -8.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,624,000 | +20.2% | 23,821 | -2.2% | 0.61% | -10.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,607,000 | +6080.8% | 12,648 | +4550.0% | 0.60% | +4523.1% |
| IYF | Buy | ISHARES TRu.s. finls etf | $1,590,000 | +16.3% | 23,814 | +97.7% | 0.60% | -13.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,584,000 | +1091.0% | 904 | +893.4% | 0.59% | +785.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,417,000 | +19.6% | 4,516 | +5.9% | 0.53% | -10.9% |
| SOXX | Sell | ISHARES TRphlx semicnd etf | $1,363,000 | +22.0% | 3,594 | -2.0% | 0.51% | -9.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,358,000 | +10.0% | 5,630 | -1.2% | 0.51% | -18.1% |
| INTU | Buy | INTUIT | $1,342,000 | +2100.0% | 3,532 | +1798.9% | 0.50% | +1519.4% |
| IXN | Sell | ISHARES TRglobal tech etf | $1,340,000 | +12.3% | 4,465 | -1.3% | 0.50% | -16.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,332,000 | +3600.0% | 10,583 | +3451.3% | 0.50% | +2666.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,313,000 | +13.5% | 3,513 | +1.7% | 0.49% | -15.5% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,304,000 | +22.0% | 58,218 | +20.8% | 0.49% | -9.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,301,000 | +6.6% | 33,787 | +0.8% | 0.49% | -20.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,282,000 | +1065.5% | 732 | +876.0% | 0.48% | +772.7% |
| PFE | Buy | PFIZER INC | $1,282,000 | +1609.3% | 34,835 | +1610.1% | 0.48% | +1163.2% |
| DVY | Buy | ISHARES TRselect divid etf | $1,255,000 | +24.0% | 13,049 | +5.2% | 0.47% | -7.5% |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $1,227,000 | +24.1% | 30,647 | -0.5% | 0.46% | -7.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,213,000 | +9230.8% | 16,799 | +31009.3% | 0.45% | +6385.7% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,180,000 | +963.1% | 10,332 | +1540.0% | 0.44% | +689.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,165,000 | +1665.2% | 7,400 | +1559.2% | 0.44% | +1221.2% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,109,000 | +22.0% | 12,460 | -6.3% | 0.42% | -9.2% |
| AMGN | Buy | AMGEN INC | $1,082,000 | +2747.4% | 4,705 | +3036.7% | 0.40% | +2031.6% |
| LOW | Buy | LOWES COS INC | $1,080,000 | +1002.0% | 6,731 | +1037.0% | 0.40% | +724.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,055,000 | +23.4% | 35,815 | +4.4% | 0.40% | -8.1% |
| IECS | Sell | ISHARES U S ETF TRconsumer stpls | $1,049,000 | +5.9% | 33,865 | -1.4% | 0.39% | -21.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,046,000 | +1062.2% | 2,777 | +993.3% | 0.39% | +768.9% |
| AMH | Sell | AMERICAN HOMES 4 RENTcl a | $1,007,000 | +3.0% | 33,562 | -2.3% | 0.38% | -23.2% |
| ABC | New | AMERISOURCEBERGEN CORP | $980,000 | – | 10,026 | +100.0% | 0.37% | – |
| ZION | New | ZIONS BANCORPORATION N A | $906,000 | – | 20,866 | +100.0% | 0.34% | – |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $890,000 | +14.4% | 24,708 | -0.3% | 0.33% | -14.8% |
| HD | Buy | HOME DEPOT INC | $882,000 | +818.8% | 3,320 | +856.8% | 0.33% | +587.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $866,000 | +10.0% | 9,523 | -2.4% | 0.32% | -18.0% |
| HDV | New | ISHARES TRcore high dv etf | $859,000 | – | 9,798 | +100.0% | 0.32% | – |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $858,000 | +21.4% | 29,100 | -0.9% | 0.32% | -9.6% |
| BIIB | New | BIOGEN INC | $825,000 | – | 3,370 | +100.0% | 0.31% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $818,000 | +7.3% | 5,090 | -1.8% | 0.31% | -20.1% |
| LLY | Buy | LILLY ELI & CO | $773,000 | +1882.1% | 4,576 | +1646.6% | 0.29% | +1345.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $772,000 | +15.2% | 4,394 | +2.7% | 0.29% | -14.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $751,000 | +10628.6% | 12,106 | +9662.9% | 0.28% | +6925.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $731,000 | +1391.8% | 13,954 | +1218.9% | 0.27% | +996.0% |
| HON | Buy | HONEYWELL INTL INC | $727,000 | +387.9% | 3,420 | +277.1% | 0.27% | +262.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $693,000 | +67.4% | 8,041 | +46.7% | 0.26% | +24.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $673,000 | +38.8% | 9,409 | +11.6% | 0.25% | +3.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $663,000 | +2.3% | 11,368 | -11.5% | 0.25% | -23.9% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $617,000 | +16.6% | 25,158 | +11.7% | 0.23% | -13.2% |
| DIS | Buy | DISNEY WALT CO | $599,000 | +1293.0% | 3,304 | +844.0% | 0.22% | +918.2% |
| MCD | Buy | MCDONALDS CORP | $593,000 | +4135.7% | 2,765 | +4288.9% | 0.22% | +3071.4% |
| GNMK | Sell | GENMARK DIAGNOSTICS INC | $533,000 | -3.8% | 36,490 | -6.4% | 0.20% | -28.4% |
| YUM | Buy | YUM BRANDS INC | $530,000 | +2844.4% | 4,883 | +2341.5% | 0.20% | +2100.0% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $485,000 | +45.6% | 19,457 | +41.0% | 0.18% | +8.4% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $482,000 | -6.2% | 21,307 | -7.4% | 0.18% | -30.2% |
| MRK | Buy | MERCK & CO. INC | $413,000 | +1151.5% | 5,050 | +1175.3% | 0.16% | +811.8% |
| IEDI | Sell | ISHARES U S ETF TRdiscretionary | $413,000 | +8.4% | 10,275 | -1.2% | 0.16% | -18.8% |
| BA | Buy | BOEING CO | $402,000 | +1910.0% | 1,879 | +1479.0% | 0.15% | +1400.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $392,000 | +4255.6% | 1,105 | +4704.3% | 0.15% | +2840.0% |
| INTC | Buy | INTEL CORP | $385,000 | +169.2% | 7,736 | +179.5% | 0.14% | +100.0% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $379,000 | – | 2,457 | +100.0% | 0.14% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $378,000 | – | 10,263 | +100.0% | 0.14% | – |
| WMT | Buy | WALMART INC | $362,000 | +583.0% | 2,514 | +558.1% | 0.14% | +400.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $350,000 | +93.4% | 2,745 | +64.3% | 0.13% | +44.0% |
| ABT | Buy | ABBOTT LABS | $318,000 | +381.8% | 2,908 | +376.7% | 0.12% | +260.6% |
| ORCL | Buy | ORACLE CORP | $300,000 | +109.8% | 4,644 | +94.4% | 0.11% | +55.6% |
| MMM | Buy | 3M CO | $297,000 | +2375.0% | 1,698 | +2164.0% | 0.11% | +1750.0% |
| ABBV | Buy | ABBVIE INC | $289,000 | +896.6% | 2,696 | +707.2% | 0.11% | +620.0% |
| YUMC | New | YUM CHINA HLDGS INC | $267,000 | – | 4,683 | +100.0% | 0.10% | – |
| GLD | SPDR GOLD TR | $255,000 | +0.8% | 1,430 | 0.0% | 0.10% | -25.2% | |
| SNA | New | SNAP ON INC | $254,000 | – | 1,485 | +100.0% | 0.10% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $243,000 | -8.0% | 1,176 | -21.4% | 0.09% | -31.6% |
| WNS | WNS HLDGS LTDspon adr | $244,000 | +12.4% | 3,393 | 0.0% | 0.09% | -16.5% | |
| ONEQ | Buy | FIDELITY COMWLTH TRndq cp idx trk | $235,000 | +15.8% | 469 | +0.2% | 0.09% | -13.7% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $234,000 | +17.0% | 2,516 | +5.3% | 0.09% | -12.0% |
| SYK | STRYKER CORPORATION | $230,000 | +17.3% | 939 | 0.0% | 0.09% | -12.2% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $222,000 | -0.4% | 1,140 | -21.3% | 0.08% | -25.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $219,000 | +19.7% | 3,194 | +0.1% | 0.08% | -10.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $210,000 | +650.0% | 3,580 | +649.0% | 0.08% | +464.3% |
| IMCB | ISHARES TRmrgstr md cp etf | $203,000 | +16.7% | 868 | 0.0% | 0.08% | -12.6% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $202,000 | +54.2% | 1,038 | +35.0% | 0.08% | +15.2% |
| PEP | Buy | PEPSICO INC | $203,000 | +10050.0% | 1,367 | +8443.8% | 0.08% | +7500.0% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $201,000 | +31.4% | 2,212 | +15.4% | 0.08% | -2.6% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $201,000 | +58.3% | 7,876 | +59.2% | 0.08% | +17.2% |
| CI | Buy | CIGNA CORP NEW | $198,000 | +164.0% | 951 | +116.1% | 0.07% | +94.7% |
| AOR | ISHARES TRgrwt allocat etf | $185,000 | +8.2% | 3,538 | 0.0% | 0.07% | -19.8% | |
| LIN | New | LINDE PLC | $184,000 | – | 699 | +100.0% | 0.07% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $181,000 | – | 3,093 | +100.0% | 0.07% | – |
| CHH | New | CHOICE HOTELS INTL INC | $173,000 | – | 1,618 | +100.0% | 0.06% | – |
| PSMT | New | PRICESMART INC | $159,000 | – | 1,742 | +100.0% | 0.06% | – |
| VTV | VANGUARD INDEX FDSvalue etf | $151,000 | +13.5% | 1,270 | 0.0% | 0.06% | -14.9% | |
| BDX | Buy | BECTON DICKINSON & CO | $153,000 | +427.6% | 611 | +384.9% | 0.06% | +280.0% |
| XEL | XCEL ENERGY INC | $150,000 | -3.8% | 2,255 | 0.0% | 0.06% | -28.2% | |
| IGV | ISHARES TRexpanded tech | $140,000 | +13.8% | 394 | 0.0% | 0.05% | -16.1% | |
| CSCO | Buy | CISCO SYS INC | $136,000 | +353.3% | 3,045 | +300.7% | 0.05% | +240.0% |
| VUG | VANGUARD INDEX FDSgrowth etf | $134,000 | +10.7% | 530 | 0.0% | 0.05% | -18.0% | |
| SLV | ISHARES SILVER TRishares | $129,000 | +14.2% | 5,243 | 0.0% | 0.05% | -15.8% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $122,000 | +13.0% | 948 | +0.6% | 0.05% | -14.8% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $114,000 | +1.8% | 235 | +17.5% | 0.04% | -23.2% |
| PNM | New | PNM RES INC | $110,000 | – | 2,264 | +100.0% | 0.04% | – |
| ICLN | Buy | ISHARES TRgl clean ene etf | $103,000 | +119.1% | 3,633 | +42.9% | 0.04% | +62.5% |
| ISCB | ISHARES TRmrgstr sm cp etf | $101,000 | +24.7% | 514 | 0.0% | 0.04% | -7.3% | |
| T | Buy | AT&T INC | $98,000 | +1533.3% | 3,391 | +1413.8% | 0.04% | +1133.3% |
| EIS | Buy | ISHARES INCmsci israel etf | $99,000 | +94.1% | 1,539 | +59.3% | 0.04% | +42.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $100,000 | +31.6% | 510 | +0.2% | 0.04% | -2.6% |
| WFC | Buy | WELLS FARGO CO NEW | $95,000 | +55.7% | 3,150 | +20.6% | 0.04% | +16.1% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $96,000 | +12.9% | 450 | 0.0% | 0.04% | -16.3% | |
| IBHA | ISHARES TRibonds 21 trm hg | $97,000 | 0.0% | 4,000 | 0.0% | 0.04% | -26.5% | |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $94,000 | – | 1,705 | +100.0% | 0.04% | – |
| SSD | New | SIMPSON MANUFACTURING CO INC | $93,000 | – | 1,000 | +100.0% | 0.04% | – |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $93,000 | -4.1% | 1,371 | -10.5% | 0.04% | -28.6% |
| VGT | VANGUARD WORLD FDSinf tech etf | $88,000 | +12.8% | 250 | 0.0% | 0.03% | -15.4% | |
| ILCB | ISHARES TRmrngstr lg-cp et | $87,000 | +10.1% | 403 | 0.0% | 0.03% | -17.5% | |
| CRM | SALESFORCE COM INC | $87,000 | -11.2% | 389 | 0.0% | 0.03% | -32.7% | |
| DD | Buy | DUPONT DE NEMOURS INC | $86,000 | +855.6% | 1,204 | +671.8% | 0.03% | +540.0% |
| C | CITIGROUP INC | $82,000 | +43.9% | 1,327 | 0.0% | 0.03% | +6.9% | |
| TSLA | TESLA INC | $81,000 | +65.3% | 115 | 0.0% | 0.03% | +20.0% | |
| V | Sell | VISA INC | $81,000 | +5.2% | 371 | -3.6% | 0.03% | -23.1% |
| VTRS | New | VIATRIS INC | $81,000 | – | 4,314 | +100.0% | 0.03% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $81,000 | – | 388 | +100.0% | 0.03% | – |
| SPXU | PROSHARES TRultrapro short s | $81,000 | -31.9% | 13,665 | 0.0% | 0.03% | -50.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $78,000 | +6.8% | 1,014 | 0.0% | 0.03% | -21.6% | |
| FB | Buy | FACEBOOK INCcl a | $74,000 | +8.8% | 272 | +5.0% | 0.03% | -17.6% |
| FLOT | ISHARES TRfltg rate nt etf | $76,000 | 0.0% | 1,495 | 0.0% | 0.03% | -26.3% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $71,000 | +10.9% | 1,224 | 0.0% | 0.03% | -15.6% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $73,000 | +21.7% | 1,069 | 0.0% | 0.03% | -10.0% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $70,000 | +14.8% | 800 | 0.0% | 0.03% | -16.1% | |
| OXY | New | OCCIDENTAL PETE CORP | $69,000 | – | 3,986 | +100.0% | 0.03% | – |
| WPC | WP CAREY INC | $68,000 | +7.9% | 962 | 0.0% | 0.02% | -21.9% | |
| DOW | Buy | DOW INC | $67,000 | +857.1% | 1,204 | +671.8% | 0.02% | +525.0% |
| GIS | Buy | GENERAL MLS INC | $68,000 | +1600.0% | 1,148 | +1588.2% | 0.02% | +1150.0% |
| AEP | New | AMERICAN ELEC PWR CO INC | $67,000 | – | 808 | +100.0% | 0.02% | – |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $67,000 | -34.3% | 1,310 | -34.0% | 0.02% | -51.0% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $66,000 | +26.9% | 400 | 0.0% | 0.02% | -3.8% | |
| IUSV | ISHARES TRcore s&p us vlu | $64,000 | +14.3% | 1,024 | 0.0% | 0.02% | -14.3% | |
| PG | PROCTER AND GAMBLE CO | $64,000 | +1.6% | 456 | 0.0% | 0.02% | -25.0% | |
| CTVA | Buy | CORTEVA INC | $64,000 | +255.6% | 1,660 | +171.2% | 0.02% | +166.7% |
| SWK | STANLEY BLACK & DECKER INC | $61,000 | +10.9% | 340 | 0.0% | 0.02% | -17.9% | |
| HRTX | HERON THERAPEUTICS INC | $62,000 | +44.2% | 2,927 | 0.0% | 0.02% | +4.5% | |
| NVS | Buy | NOVARTIS AGsponsored adr | $62,000 | +148.0% | 655 | +124.3% | 0.02% | +76.9% |
| TRV | New | TRAVELERS COMPANIES INC | $59,000 | – | 419 | +100.0% | 0.02% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $59,000 | +883.3% | 895 | +713.6% | 0.02% | +633.3% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $55,000 | +17.0% | 371 | +3.6% | 0.02% | -12.5% |
| ETB | EATON VANCE TAX MNGED BUY WR | $54,000 | +10.2% | 3,600 | 0.0% | 0.02% | -20.0% | |
| ILCG | ISHARES TRmrngstr lg-cp gr | $47,000 | +9.3% | 162 | 0.0% | 0.02% | -18.2% | |
| NLOK | New | NORTONLIFELOCK INC | $47,000 | – | 2,257 | +100.0% | 0.02% | – |
| FTNT | FORTINET INC | $47,000 | +27.0% | 317 | 0.0% | 0.02% | -5.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $49,000 | +4.3% | 732 | 0.0% | 0.02% | -25.0% | |
| CVX | CHEVRON CORP NEW | $46,000 | +17.9% | 548 | 0.0% | 0.02% | -15.0% | |
| BFK | BLACKROCK MUN INCOME TRsh ben int | $46,000 | +12.2% | 3,000 | 0.0% | 0.02% | -19.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $45,000 | +275.0% | 4,198 | +117.0% | 0.02% | +183.3% |
| ULTA | ULTA BEAUTY INC | $42,000 | +31.2% | 145 | 0.0% | 0.02% | 0.0% | |
| TXN | TEXAS INSTRS INC | $42,000 | +13.5% | 258 | 0.0% | 0.02% | -15.8% | |
| DHR | DANAHER CORPORATION | $44,000 | +2.3% | 200 | 0.0% | 0.02% | -27.3% | |
| IEME | ISHARES U S ETF TRmedia entrnmnt | $42,000 | +23.5% | 1,250 | 0.0% | 0.02% | -5.9% | |
| AXP | AMERICAN EXPRESS CO | $41,000 | +20.6% | 343 | 0.0% | 0.02% | -11.8% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $39,000 | +5.4% | 504 | +100.0% | 0.02% | -21.1% |
| IYK | ISHARES TRu.s. cnsm gd etf | $41,000 | +17.1% | 235 | 0.0% | 0.02% | -16.7% | |
| EXC | New | EXELON CORP | $40,000 | – | 936 | +100.0% | 0.02% | – |
| MO | ALTRIA GROUP INC | $39,000 | +8.3% | 943 | 0.0% | 0.02% | -16.7% | |
| LIT | GLOBAL X FDSlithium btry etf | $41,000 | +51.9% | 666 | 0.0% | 0.02% | +7.1% | |
| IDLV | INVESCO EXCH TRADED FD TR IIs&p intl low | $39,000 | +5.4% | 1,288 | 0.0% | 0.02% | -21.1% | |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $41,000 | – | 1,872 | +100.0% | 0.02% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $39,000 | +39.3% | 182 | +19.7% | 0.02% | +7.1% |
| QCOM | QUALCOMM INC | $38,000 | +31.0% | 250 | 0.0% | 0.01% | -6.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $37,000 | +8.8% | 158 | 0.0% | 0.01% | -17.6% | |
| AEE | AMEREN CORP | $38,000 | 0.0% | 481 | 0.0% | 0.01% | -26.3% | |
| IMCG | ISHARES TRmrgstr md cp grw | $36,000 | +20.0% | 95 | 0.0% | 0.01% | -13.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $34,000 | -20.9% | 146 | 0.0% | 0.01% | -40.9% | |
| UA | Buy | UNDER ARMOUR INCcl c | $36,000 | +56.5% | 2,410 | +4.3% | 0.01% | +8.3% |
| VOO | VANGUARD INDEX FDS | $34,000 | +13.3% | 98 | 0.0% | 0.01% | -13.3% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $34,000 | +17.2% | 725 | 0.0% | 0.01% | -13.3% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $35,000 | +25.0% | 131 | 0.0% | 0.01% | -7.1% | |
| SNPS | SYNOPSYS INC | $32,000 | +18.5% | 125 | 0.0% | 0.01% | -14.3% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $33,000 | +3.1% | 2,150 | 0.0% | 0.01% | -25.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $33,000 | +13.8% | 707 | 0.0% | 0.01% | -20.0% | |
| IEFA | ISHARES TRcore msci eafe | $31,000 | +14.8% | 451 | 0.0% | 0.01% | -14.3% | |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $32,000 | – | 2,739 | +100.0% | 0.01% | – |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $32,000 | +6.7% | 190 | 0.0% | 0.01% | -20.0% | |
| XNTK | SPDR SER TRnyse tech etf | $32,000 | +23.1% | 223 | 0.0% | 0.01% | -7.7% | |
| IEV | Buy | ISHARES TReurope etf | $32,000 | +68.4% | 671 | +45.6% | 0.01% | +20.0% |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $33,000 | – | 961 | +100.0% | 0.01% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $30,000 | – | 406 | +100.0% | 0.01% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $29,000 | – | 610 | +100.0% | 0.01% | – |
| HPQ | New | HP INC | $30,000 | – | 1,227 | +100.0% | 0.01% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $29,000 | +3.6% | 58 | 0.0% | 0.01% | -21.4% | |
| CARR | New | CARRIER GLOBAL CORPORATION | $29,000 | – | 771 | +100.0% | 0.01% | – |
| DE | DEERE & CO | $27,000 | +22.7% | 100 | 0.0% | 0.01% | -9.1% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $28,000 | +1300.0% | 414 | +1280.0% | 0.01% | +900.0% |
| TTOO | Sell | T2 BIOSYSTEMS INC | $27,000 | -69.7% | 21,701 | -66.8% | 0.01% | -77.8% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $27,000 | +12.5% | 190 | 0.0% | 0.01% | -16.7% | |
| LDOS | LEIDOS HOLDINGS INC | $26,000 | +18.2% | 250 | 0.0% | 0.01% | -9.1% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $28,000 | +3.7% | 454 | 0.0% | 0.01% | -28.6% | |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $26,000 | +2500.0% | 1,159 | +2534.1% | 0.01% | +900.0% |
| DBX | New | DROPBOX INCcl a | $28,000 | – | 1,241 | +100.0% | 0.01% | – |
| IWD | ISHARES TRrus 1000 val etf | $26,000 | +18.2% | 190 | 0.0% | 0.01% | -9.1% | |
| SPGI | S&P GLOBAL INC | $23,000 | -8.0% | 70 | 0.0% | 0.01% | -30.8% | |
| HBM | Sell | HUDBAY MINERALS INC | $24,000 | -4.0% | 3,452 | -42.3% | 0.01% | -30.8% |
| CCI | CROWN CASTLE INTL CORP NEW | $24,000 | -4.0% | 150 | 0.0% | 0.01% | -30.8% | |
| QTUM | New | ETF SER SOLUTIONSdefiance quant | $25,000 | – | 600 | +100.0% | 0.01% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $25,000 | – | 745 | +100.0% | 0.01% | – |
| IBBJ | New | ETF SER SOLUTIONSdfianc nq jr bt | $25,000 | – | 720 | +100.0% | 0.01% | – |
| IHAK | ISHARES TRcybersecurity | $24,000 | +20.0% | 600 | 0.0% | 0.01% | -10.0% | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $24,000 | – | 483 | +100.0% | 0.01% | – |
| A | AGILENT TECHNOLOGIES INC | $24,000 | +20.0% | 200 | 0.0% | 0.01% | -10.0% | |
| ITA | Buy | ISHARES TRus aer def etf | $24,000 | +380.0% | 250 | +733.3% | 0.01% | +200.0% |
| IEMG | ISHARES INCcore msci emkt | $24,000 | +20.0% | 380 | 0.0% | 0.01% | -10.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $25,000 | +13.6% | 530 | -9.7% | 0.01% | -18.2% |
| BAC | BK OF AMERICA CORP | $24,000 | +26.3% | 800 | 0.0% | 0.01% | -10.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $23,000 | +4.5% | 633 | 0.0% | 0.01% | -18.2% | |
| ESS | ESSEX PPTY TR INC | $24,000 | +14.3% | 103 | 0.0% | 0.01% | -18.2% | |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $25,000 | – | 239 | +100.0% | 0.01% | – |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $23,000 | +15.0% | 110 | 0.0% | 0.01% | -10.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $24,000 | -7.7% | 66 | -13.2% | 0.01% | -30.8% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | +15.8% | 362 | 0.0% | 0.01% | -20.0% | |
| CXP | COLUMBIA PPTY TR INC | $22,000 | +37.5% | 1,509 | 0.0% | 0.01% | 0.0% | |
| CUZ | COUSINS PPTYS INC | $21,000 | +16.7% | 633 | 0.0% | 0.01% | -11.1% | |
| ST | SENSATA TECHNOLOGIES HLDG PL | $21,000 | +23.5% | 400 | 0.0% | 0.01% | -11.1% | |
| DFS | DISCOVER FINL SVCS | $22,000 | +57.1% | 247 | 0.0% | 0.01% | +14.3% | |
| FCX | FREEPORT-MCMORAN INCcl b | $22,000 | +69.2% | 829 | 0.0% | 0.01% | +14.3% | |
| SOCL | GLOBAL X FDSsocial med etf | $22,000 | +29.4% | 350 | 0.0% | 0.01% | -11.1% | |
| DON | Sell | WISDOMTREE TRus midcap divid | $21,000 | -22.2% | 600 | -35.7% | 0.01% | -42.9% |
| URI | UNITED RENTALS INC | $22,000 | +37.5% | 94 | 0.0% | 0.01% | 0.0% | |
| AOM | ISHARES TRmodert alloc etf | $21,000 | +5.0% | 481 | 0.0% | 0.01% | -20.0% | |
| AOK | Sell | ISHARES TRconser alloc etf | $22,000 | -12.0% | 570 | -15.1% | 0.01% | -38.5% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $21,000 | +16.7% | 180 | 0.0% | 0.01% | -11.1% | |
| BYM | BLACKROCK MUN INCOME QUALITY | $21,000 | +5.0% | 1,400 | 0.0% | 0.01% | -20.0% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $19,000 | -32.1% | 275 | -37.8% | 0.01% | -50.0% |
| EMR | EMERSON ELEC CO | $20,000 | +25.0% | 250 | 0.0% | 0.01% | -12.5% | |
| FFIV | F5 NETWORKS INC | $20,000 | +42.9% | 114 | 0.0% | 0.01% | 0.0% | |
| KXI | ISHARES TRglb cnsm stp etf | $19,000 | +5.6% | 320 | 0.0% | 0.01% | -22.2% | |
| DOX | AMDOCS LTD | $18,000 | +28.6% | 250 | 0.0% | 0.01% | 0.0% | |
| TLT | ISHARES TR20 yr tr bd etf | $20,000 | -4.8% | 126 | 0.0% | 0.01% | -36.4% | |
| TGT | Buy | TARGET CORP | $18,000 | +50.0% | 102 | +36.0% | 0.01% | +16.7% |
| OHI | OMEGA HEALTHCARE INVS INC | $19,000 | +18.8% | 523 | 0.0% | 0.01% | -12.5% | |
| UNP | UNION PAC CORP | $20,000 | +5.3% | 98 | 0.0% | 0.01% | -30.0% | |
| IHE | Buy | ISHARES TRu.s. pharma etf | $18,000 | +800.0% | 99 | +725.0% | 0.01% | +600.0% |
| ATVI | ACTIVISION BLIZZARD INC | $19,000 | +18.8% | 200 | 0.0% | 0.01% | -12.5% | |
| DG | DOLLAR GEN CORP NEW | $18,000 | 0.0% | 85 | 0.0% | 0.01% | -22.2% | |
| XEC | New | CIMAREX ENERGY CO | $19,000 | – | 498 | +100.0% | 0.01% | – |
| IWV | ISHARES TRrussell 3000 etf | $18,000 | +12.5% | 80 | 0.0% | 0.01% | -12.5% | |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $19,000 | -26.9% | 366 | -26.9% | 0.01% | -46.2% |
| IEFN | New | ISHARES U S ETF TRevolved finls | $20,000 | – | 770 | +100.0% | 0.01% | – |
| KHC | Buy | KRAFT HEINZ CO | $20,000 | +400.0% | 584 | +394.9% | 0.01% | +250.0% |
| GIM | TEMPLETON GLOBAL INCOME FD | $19,000 | 0.0% | 3,506 | 0.0% | 0.01% | -30.0% | |
| IEIH | ISHARES U S ETF TRinovativ hltcr | $19,000 | +5.6% | 600 | 0.0% | 0.01% | -22.2% | |
| IUSG | ISHARES TRcore s&p us gwt | $20,000 | +11.1% | 231 | 0.0% | 0.01% | -22.2% | |
| DIG | Sell | PROSHARES TR | $19,000 | +46.2% | 264 | -4.7% | 0.01% | 0.0% |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $16,000 | +6.7% | 612 | +1.2% | 0.01% | -25.0% |
| FSK | FS KKR CAP CORP | $15,000 | +7.1% | 894 | 0.0% | 0.01% | -14.3% | |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $17,000 | -41.4% | 275 | -42.1% | 0.01% | -60.0% |
| PPL | PPL CORP | $16,000 | 0.0% | 576 | 0.0% | 0.01% | -25.0% | |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $17,000 | -5.6% | 318 | -4.5% | 0.01% | -33.3% |
| PGR | PROGRESSIVE CORP | $16,000 | 0.0% | 165 | 0.0% | 0.01% | -25.0% | |
| COP | CONOCOPHILLIPS | $15,000 | +25.0% | 373 | 0.0% | 0.01% | 0.0% | |
| THCX | New | SPINNAKER ETF SERIEScannabis etf | $17,000 | – | 1,385 | +100.0% | 0.01% | – |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $15,000 | +15.4% | 325 | 0.0% | 0.01% | -14.3% | |
| CNC | CENTENE CORP DEL | $15,000 | 0.0% | 250 | 0.0% | 0.01% | -25.0% | |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $17,000 | +21.4% | 2,000 | 0.0% | 0.01% | -14.3% | |
| NAZ | NUVEEN ARIZONA QLTY MUN INC | $16,000 | +6.7% | 1,000 | 0.0% | 0.01% | -25.0% | |
| ROKU | ROKU INC | $17,000 | +88.9% | 50 | 0.0% | 0.01% | +20.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tcleantech etf | $15,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% | |
| CNMD | CONMED CORP | $17,000 | +41.7% | 150 | 0.0% | 0.01% | 0.0% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $16,000 | +14.3% | 130 | 0.0% | 0.01% | -14.3% | |
| HRC | HILL ROM HLDGS INC | $15,000 | +15.4% | 155 | 0.0% | 0.01% | -14.3% | |
| HCA | HCA HEALTHCARE INC | $16,000 | +33.3% | 96 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $13,000 | +8.3% | 114 | 0.0% | 0.01% | -16.7% | |
| HII | HUNTINGTON INGALLS INDS INC | $14,000 | +16.7% | 84 | 0.0% | 0.01% | -16.7% | |
| SHW | SHERWIN WILLIAMS CO | $14,000 | +7.7% | 19 | 0.0% | 0.01% | -28.6% | |
| WPM | WHEATON PRECIOUS METALS CORP | $13,000 | -18.8% | 320 | 0.0% | 0.01% | -37.5% | |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $14,000 | +16.7% | 192 | +300.0% | 0.01% | -16.7% |
| ALC | Buy | ALCON AG | $13,000 | +550.0% | 201 | +402.5% | 0.01% | +400.0% |
| PLAN | ANAPLAN INC | $13,000 | +18.2% | 175 | 0.0% | 0.01% | -16.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $14,000 | 0.0% | 30 | 0.0% | 0.01% | -28.6% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $13,000 | -45.8% | 233 | -48.2% | 0.01% | -58.3% |
| SYY | SYSCO CORP | $13,000 | +18.2% | 171 | 0.0% | 0.01% | -16.7% | |
| IMCV | ISHARES TRmrgstr md cp val | $14,000 | +16.7% | 91 | 0.0% | 0.01% | -16.7% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $13,000 | +18.2% | 424 | 0.0% | 0.01% | -16.7% | |
| ICF | Buy | ISHARES TRcohen steer reit | $11,000 | +10.0% | 200 | +100.0% | 0.00% | -20.0% |
| JD | JD.COM INCspon adr cl a | $10,000 | +11.1% | 110 | 0.0% | 0.00% | -20.0% | |
| WDC | WESTERN DIGITAL CORP. | $11,000 | +57.1% | 203 | 0.0% | 0.00% | 0.0% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $12,000 | 0.0% | 291 | -10.7% | 0.00% | -33.3% |
| FDX | Sell | FEDEX CORP | $11,000 | -31.2% | 42 | -32.3% | 0.00% | -50.0% |
| COPX | GLOBAL X FDSglobal x copper | $12,000 | +50.0% | 385 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORP | $11,000 | +22.2% | 474 | 0.0% | 0.00% | -20.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,000 | +20.0% | 200 | 0.0% | 0.00% | -20.0% | |
| RPM | RPM INTL INC | $10,000 | 0.0% | 115 | 0.0% | 0.00% | -20.0% | |
| USB | US BANCORP DEL | $11,000 | +37.5% | 229 | 0.0% | 0.00% | 0.0% | |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $10,000 | – | 465 | +100.0% | 0.00% | – |
| ESPO | VANECK VECTORS ETF TRvideo gaming | $11,000 | +10.0% | 160 | 0.0% | 0.00% | -20.0% | |
| IGF | ISHARES TRglb infrastr etf | $11,000 | +10.0% | 250 | 0.0% | 0.00% | -20.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $10,000 | +25.0% | 195 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $11,000 | +22.2% | 155 | 0.0% | 0.00% | -20.0% | |
| PIN | INVESCO INDIA EXCHANGE-TRADEindia etf | $11,000 | +22.2% | 458 | 0.0% | 0.00% | -20.0% | |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $11,000 | – | 530 | +8733.3% | 0.00% | – |
| IGLB | ISHARES TR10+ yr invst grd | $10,000 | 0.0% | 140 | 0.0% | 0.00% | -20.0% | |
| XOM | EXXON MOBIL CORP | $10,000 | +25.0% | 242 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $10,000 | +25.0% | 267 | 0.0% | 0.00% | 0.0% | |
| SMDD | PROSHARES TRultpro sht mdcp | $11,000 | -50.0% | 1,749 | 0.0% | 0.00% | -63.6% | |
| IBDO | New | ISHARES TRibonds dec23 etf | $10,000 | – | 380 | +100.0% | 0.00% | – |
| AXDX | Buy | ACCELERATE DIAGNOSTICS INC | $11,000 | -15.4% | 1,453 | +16.0% | 0.00% | -42.9% |
| UPRO | PROSHARES TRultrpro s&p500 | $10,000 | +42.9% | 125 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $10,000 | +11.1% | 115 | 0.0% | 0.00% | -20.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $11,000 | +22.2% | 86 | 0.0% | 0.00% | -20.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $10,000 | 0.0% | 500 | 0.0% | 0.00% | -20.0% | |
| USHY | ISHARES TRbroad usd high | $10,000 | +11.1% | 239 | 0.0% | 0.00% | -20.0% | |
| TWST | New | TWIST BIOSCIENCE CORP | $7,000 | – | 50 | +100.0% | 0.00% | – |
| RGR | Buy | STURM RUGER & CO INC | $7,000 | +16.7% | 105 | +16.7% | 0.00% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $9,000 | +125.0% | 83 | +80.4% | 0.00% | +50.0% |
| IOO | ISHARES TRglobal 100 etf | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $8,000 | +60.0% | 10 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $7,000 | 0.0% | 57 | 0.0% | 0.00% | -25.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $7,000 | +16.7% | 92 | 0.0% | 0.00% | 0.0% | |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $9,000 | -40.0% | 82 | -44.2% | 0.00% | -62.5% |
| IXP | ISHARES TR | $7,000 | +16.7% | 95 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $7,000 | 0.0% | 53 | 0.0% | 0.00% | -25.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $8,000 | +14.3% | 125 | 0.0% | 0.00% | -25.0% | |
| OEF | ISHARES TRs&p 100 etf | $8,000 | +14.3% | 47 | 0.0% | 0.00% | -25.0% | |
| CPER | UNITED STS COMMODITY IDX FDTcm rep copp fd | $9,000 | +28.6% | 396 | 0.0% | 0.00% | -25.0% | |
| BCE | BCE INC | $7,000 | 0.0% | 170 | 0.0% | 0.00% | -25.0% | |
| VFC | V F CORP | $7,000 | +40.0% | 78 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $7,000 | +40.0% | 384 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $7,000 | +16.7% | 32 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $9,000 | +50.0% | 128 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $8,000 | 0.0% | 15 | 0.0% | 0.00% | -25.0% | |
| GM | GENERAL MTRS CO | $8,000 | +33.3% | 201 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $9,000 | +50.0% | 32 | 0.0% | 0.00% | 0.0% | |
| KO | COCA COLA CO | $8,000 | +14.3% | 147 | 0.0% | 0.00% | -25.0% | |
| PM | PHILIP MORRIS INTL INC | $7,000 | +16.7% | 81 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $9,000 | +28.6% | 130 | 0.0% | 0.00% | -25.0% | |
| TQQQ | Sell | PROSHARES TRultrapro qqq | $7,000 | -61.1% | 40 | -70.4% | 0.00% | -66.7% |
| NOBL | PROSHARES TRs&p 500 dv arist | $8,000 | +14.3% | 100 | 0.0% | 0.00% | -25.0% | |
| ES | EVERSOURCE ENERGY | $8,000 | +14.3% | 87 | 0.0% | 0.00% | -25.0% | |
| ACN | ACCENTURE PLC IRELAND | $7,000 | +16.7% | 27 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $7,000 | +40.0% | 3 | 0.0% | 0.00% | 0.0% | |
| CLNC | COLONY CR REAL ESTATE INC | $9,000 | +50.0% | 1,165 | 0.0% | 0.00% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $8,000 | +14.3% | 25 | 0.0% | 0.00% | -25.0% | |
| FLRN | SPDR SER TRblomberg brc inv | $8,000 | 0.0% | 275 | 0.0% | 0.00% | -25.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $7,000 | +75.0% | 186 | +36.8% | 0.00% | +50.0% |
| ILCV | ISHARES TRmrngstr lg-cp vl | $8,000 | +14.3% | 75 | 0.0% | 0.00% | -25.0% | |
| GRC | GORMAN RUPP CO | $6,000 | +20.0% | 177 | 0.0% | 0.00% | -33.3% | |
| NVDA | NVIDIA CORPORATION | $5,000 | 0.0% | 9 | 0.0% | 0.00% | -33.3% | |
| MET | METLIFE INC | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% | |
| SMH | VANECK VECTORS ETF TRsemiconductor et | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,000 | +20.0% | 15 | 0.0% | 0.00% | -33.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $6,000 | +20.0% | 45 | 0.0% | 0.00% | -33.3% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,000 | +25.0% | 56 | +12.0% | 0.00% | 0.0% |
| ENB | ENBRIDGE INC | $5,000 | 0.0% | 159 | 0.0% | 0.00% | -33.3% | |
| USO | Sell | UNITED STS OIL FD LPunits | $5,000 | 0.0% | 147 | -24.2% | 0.00% | -33.3% |
| AZO | AUTOZONE INC | $6,000 | 0.0% | 5 | 0.0% | 0.00% | -33.3% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $5,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC | $6,000 | +50.0% | 85 | 0.0% | 0.00% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $5,000 | 0.0% | 29 | 0.0% | 0.00% | -33.3% | |
| DUK | DUKE ENERGY CORP NEW | $5,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% | |
| CERN | CERNER CORP | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -33.3% | |
| AAL | AMERICAN AIRLS GROUP INC | $6,000 | +20.0% | 406 | 0.0% | 0.00% | -33.3% | |
| TPR | TAPESTRY INC | $6,000 | +100.0% | 186 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $6,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,000 | 0.0% | 105 | 0.0% | 0.00% | -33.3% | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $5,000 | – | 20 | +100.0% | 0.00% | – |
| LQD | ISHARES TRiboxx inv cp etf | $5,000 | 0.0% | 36 | 0.0% | 0.00% | -33.3% | |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CL | COLGATE PALMOLIVE CO | $5,000 | 0.0% | 63 | 0.0% | 0.00% | -33.3% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $6,000 | +20.0% | 100 | 0.0% | 0.00% | -33.3% | |
| HYS | PIMCO ETF TR0-5 high yield | $6,000 | +20.0% | 58 | 0.0% | 0.00% | -33.3% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $6,000 | +20.0% | 125 | 0.0% | 0.00% | -33.3% | |
| PPG | PPG INDS INC | $6,000 | +20.0% | 45 | 0.0% | 0.00% | -33.3% | |
| TFC | TRUIST FINL CORP | $6,000 | +20.0% | 126 | 0.0% | 0.00% | -33.3% | |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $6,000 | -66.7% | 116 | -66.9% | 0.00% | -77.8% |
| CAT | CATERPILLAR INC | $6,000 | +20.0% | 33 | 0.0% | 0.00% | -33.3% | |
| GPC | GENUINE PARTS CO | $5,000 | 0.0% | 53 | 0.0% | 0.00% | -33.3% | |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $2,000 | – | 35 | +100.0% | 0.00% | – |
| ASIX | Buy | ADVANSIX INC | $3,000 | +200.0% | 161 | +312.8% | 0.00% | 0.0% |
| BAX | Buy | BAXTER INTL INC | $2,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| BSX | BOSTON SCIENTIFIC CORP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $4,000 | 0.0% | 61 | 0.0% | 0.00% | -50.0% | |
| CAH | CARDINAL HEALTH INC | $4,000 | +33.3% | 73 | 0.0% | 0.00% | -50.0% | |
| KMX | CARMAX INC | $4,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $3,000 | 0.0% | 133 | 0.0% | 0.00% | -50.0% | |
| GLW | CORNING INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| DXC | New | DXC TECHNOLOGY CO | $3,000 | – | 105 | +100.0% | 0.00% | – |
| FAS | DIREXION SHS ETF TRdly fin bull new | $2,000 | +100.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DOCU | Sell | DOCUSIGN INC | $2,000 | -66.7% | 10 | -66.7% | 0.00% | -66.7% |
| HACK | ETF MANAGERS TRprime cybr scrty | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $2,000 | – | 166 | +100.0% | 0.00% | – |
| FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $3,000 | 0.0% | 46 | 0.0% | 0.00% | -50.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -50.0% | |
| FCOM | FIDELITY COVINGTON TRUST | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $2,000 | -33.3% | 40 | 0.0% | 0.00% | -50.0% | |
| MOTO | New | GUINNESS ATKINSON FDSsmartetf trasp | $4,000 | – | 100 | +100.0% | 0.00% | – |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| EWO | Buy | ISHARES INCmsci austria etf | $2,000 | +100.0% | 101 | +1.0% | 0.00% | 0.0% |
| FXI | ISHARES TRchina lg-cap etf | $3,000 | 0.0% | 75 | 0.0% | 0.00% | -50.0% | |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $3,000 | +50.0% | 101 | +1.0% | 0.00% | 0.0% |
| IYJ | Buy | ISHARES TRus industrials | $3,000 | 0.0% | 30 | +100.0% | 0.00% | -50.0% |
| MUB | ISHARES TRnational mun etf | $3,000 | 0.0% | 23 | 0.0% | 0.00% | -50.0% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $3,000 | +50.0% | 36 | +100.0% | 0.00% | 0.0% |
| MBB | ISHARES TRmbs etf | $3,000 | 0.0% | 26 | 0.0% | 0.00% | -50.0% | |
| IGIB | ISHARES TR | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IAT | ISHARES TRus regnl bks etf | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $3,000 | +50.0% | 253 | +0.4% | 0.00% | 0.0% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $3,000 | +50.0% | 77 | +1.3% | 0.00% | 0.0% |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $2,000 | +100.0% | 101 | +1.0% | 0.00% | 0.0% |
| AOA | ISHARES TRaggres alloc etf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% | |
| REM | Buy | ISHARES TRmortge rel etf | $3,000 | 0.0% | 104 | +2.0% | 0.00% | -50.0% |
| JNPR | JUNIPER NETWORKS INC | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $4,000 | 0.0% | 308 | 0.0% | 0.00% | -50.0% | |
| LEG | LEGGETT & PLATT INC | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| LULU | New | LULULEMON ATHLETICA INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
| NEM | NEWMONT CORP | $3,000 | 0.0% | 47 | 0.0% | 0.00% | -50.0% | |
| OKTA | OKTA INCcl a | $4,000 | +33.3% | 15 | 0.0% | 0.00% | -50.0% | |
| OMC | OMNICOM GROUP INC | $4,000 | +33.3% | 69 | 0.0% | 0.00% | -50.0% | |
| PRSP | New | PERSPECTA INC | $3,000 | – | 115 | +100.0% | 0.00% | – |
| URTY | PROSHARES TRultr russl2000 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $3,000 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SPEU | SPDR INDEX SHS FDSportflo eurp etf | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XAR | SPDR SER TRaerospace def | $4,000 | +33.3% | 35 | 0.0% | 0.00% | -50.0% | |
| SDY | New | SPDR SER TRs&p divid etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| MDYV | SPDR SER TRs&p 400 mdcp val | $3,000 | +50.0% | 52 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $4,000 | +33.3% | 25 | 0.0% | 0.00% | -50.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $3,000 | +50.0% | 87 | 0.0% | 0.00% | 0.0% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $2,000 | +100.0% | 21 | 0.0% | 0.00% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $3,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,000 | -66.7% | 20 | -66.7% | 0.00% | -66.7% |
| SWBI | New | SMITH & WESSON BRANDS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SU | SUNCOR ENERGY INC NEW | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DDD | Buy | 3-D SYS CORP DEL | $2,000 | +100.0% | 220 | +100.0% | 0.00% | 0.0% |
| UBER | UBER TECHNOLOGIES INC | $4,000 | +33.3% | 80 | 0.0% | 0.00% | -50.0% | |
| UAL | Buy | UNITED AIRLS HLDGS INC | $3,000 | +50.0% | 64 | +42.2% | 0.00% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,000 | -60.0% | 10 | -66.7% | 0.00% | -66.7% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $3,000 | – | 15 | +100.0% | 0.00% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $4,000 | – | 45 | +100.0% | 0.00% | – |
| VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $2,000 | -77.8% | 6 | -70.0% | 0.00% | -80.0% |
| AA | ALCOA CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| SPTL | SPDR SER TRportfolio ln tsr | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% | |
| RWR | SPDR SER TRdj reit etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% | |
| RMR | RMR GROUP INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| PACW | PACWEST BANCORP DEL | $0 | – | 7 | 0.0% | 0.00% | – | |
| OMEX | ODYSSEY MARINE EXPL INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| AOS | SMITH A O CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | – | 50 | 0.0% | 0.00% | – | |
| AEG | AEGON N V | $0 | – | 50 | 0.0% | 0.00% | – | |
| SGOL | ABERDEEN STD GOLD ETF TR | $1,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | |
| NMCI | NAVIOS MARITIME CONTAINERS L | $0 | – | 2 | 0.0% | 0.00% | – | |
| TLRY | Sell | TILRAY INC | $0 | -100.0% | 32 | -89.6% | 0.00% | -100.0% |
| ABB | ABB LTDsponsored adr | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | 50 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | 20 | 0.0% | 0.00% | – | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | 40 | 0.0% | 0.00% | – | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $1,000 | 0.0% | 8 | 0.0% | 0.00% | -100.0% | |
| NWSA | NEWS CORP NEWcl a | $0 | – | 9 | 0.0% | 0.00% | – | |
| New | MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 137 | +100.0% | 0.00% | – | |
| MGM | MGM RESORTS INTERNATIONAL | $0 | – | 14 | 0.0% | 0.00% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| CMBS | ISHARES TRcmbs etf | $0 | – | 7 | 0.0% | 0.00% | – | |
| IAK | ISHARES TRu.s. insrnce etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
| AGZ | ISHARES TRagency bond etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | -100.0% | |
| IXG | ISHARES TRglobal finls etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
| EEM | New | ISHARES TRmsci emg mkt etf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,000 | – | 40 | +100.0% | 0.00% | – |
| PDBC | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $1,000 | 0.0% | 85 | 0.0% | 0.00% | -100.0% | |
| IMUX | IMMUNIC INC | $0 | – | 21 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| HTGM | New | HTG MOLECULAR DIAGNOSTICS IN | $0 | – | 103 | +100.0% | 0.00% | – |
| GENN | GENESIS HEALTHCARE INC | $0 | -100.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| F | FORD MTR CO DEL | $1,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| FLY | FLY LEASING LTDsponsored adr | $0 | – | 40 | 0.0% | 0.00% | – | |
| FIDU | FIDELITY COVINGTON TRUSTmsci indl indx | $0 | – | 10 | 0.0% | 0.00% | – | |
| WAB | Buy | WABTEC | $1,000 | 0.0% | 19 | +111.1% | 0.00% | -100.0% |
| FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | 11 | 0.0% | 0.00% | – | |
| E | New | ENI S P Asponsored adr | $0 | – | 15 | +100.0% | 0.00% | – |
| DIN | DINE BRANDS GLOBAL INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% | |
| CYH | COMMUNITY HEALTH SYS INC NEW | $0 | – | 32 | 0.0% | 0.00% | – | |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $1,000 | – | 13 | 0.0% | 0.00% | – | |
| RA | BROOKFIELD REAL ASSETS INCOM | $0 | – | 16 | 0.0% | 0.00% | – | |
| BYND | New | BEYOND MEAT INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| ARNC | ARCONIC CORPORATION | $0 | – | 3 | 0.0% | 0.00% | – | |
| AQB | Buy | AQUABOUNTY TECHNOLOGIES INC | $0 | – | 0 | +100.0% | 0.00% | – |
| AOUT | New | AMERICAN OUTDOOR BRANDS INC | $0 | – | 25 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| ALXN | ALEXION PHARMACEUTICALS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | -100.0% | |
| HTGM | Exit | HTG MOLECULAR DIAGNOSTICS IN | $0 | – | -1,571 | -100.0% | -0.00% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -360 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -240 | -100.0% | -0.00% | – |
| MYOK | Exit | MYOKARDIA INC | $0 | – | -100 | -100.0% | -0.01% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -679 | -100.0% | -0.01% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -350 | -100.0% | -0.01% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -185 | -100.0% | -0.01% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -71,916 | -100.0% | -0.91% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -365,411 | -100.0% | -4.29% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -507,399 | -100.0% | -5.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST S&P 500 | 35 | Q3 2023 | 29.2% |
| ISHARES TR | 35 | Q3 2023 | 10.7% |
| Ishares Tr Msci Eafe Fd | 35 | Q3 2023 | 10.9% |
| Ishares Tr S&P Smallcap | 35 | Q3 2023 | 7.5% |
| ISHARES TR | 35 | Q3 2023 | 4.7% |
| ISHARES TR | 35 | Q3 2023 | 4.2% |
| Ishares Tr Barclays 1-3 Bond (SHY) | 35 | Q3 2023 | 20.4% |
| SCHW US LCAP ETF | 35 | Q3 2023 | 5.5% |
| S P D R TRUST Unit SR | 35 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 35 | Q3 2023 | 3.9% |
View Ironwood Financial, llc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-28 |
View Ironwood Financial, 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.