$473 Million is the total value of Sunbelt Securities, Inc.'s 437 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $13,457,000 | -20.0% | 98,431 | +4.1% | 2.85% | -7.5% |
| IAU | Buy | ISHARES GOLD TRishares new | $13,271,000 | +6.4% | 386,794 | +14.0% | 2.81% | +22.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,971,000 | -8.1% | 31,573 | +11.7% | 2.53% | +6.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $8,733,000 | -19.7% | 144,712 | +3.4% | 1.85% | -7.2% |
| WIRE | Sell | ENCORE WIRE CORP | $8,540,000 | -15.3% | 82,174 | -3.5% | 1.81% | -2.1% |
| AMZN | Buy | AMAZON COM INC | $8,017,000 | -24.9% | 75,486 | +2251.6% | 1.70% | -13.2% |
| MSFT | Buy | MICROSOFT CORP | $7,029,000 | -14.5% | 27,368 | +4.5% | 1.49% | -1.3% |
| V | Sell | VISA INC | $6,952,000 | -13.8% | 35,307 | -2.0% | 1.47% | -0.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $6,721,000 | -19.2% | 115,906 | +5.8% | 1.42% | -6.6% |
| BJAN | Sell | INNOVATOR ETFS TRus eqty bufr jan | $6,644,000 | -13.0% | 206,653 | -1.2% | 1.40% | +0.6% |
| XOM | Sell | EXXON MOBIL CORP | $6,416,000 | -3.2% | 74,918 | -5.3% | 1.36% | +11.9% |
| ABBV | Sell | ABBVIE INC | $5,923,000 | -10.1% | 38,673 | -3.9% | 1.25% | +3.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,272,000 | -11.2% | 2,419 | +15.7% | 1.12% | +2.6% |
| NVDA | Buy | NVIDIA CORPORATION | $4,724,000 | -35.3% | 31,165 | +18.2% | 1.00% | -25.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,574,000 | -9.4% | 73,272 | +5.1% | 0.97% | +4.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,534,000 | +2.0% | 95,176 | +16.1% | 0.96% | +18.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $4,500,000 | +3.8% | 32,740 | +19.2% | 0.95% | +20.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,193,000 | -2.9% | 11,114 | +18.0% | 0.89% | +12.1% |
| CVX | Sell | CHEVRON CORP NEW | $4,051,000 | -14.8% | 27,978 | -2.6% | 0.86% | -1.5% |
| BALT | Sell | INNOVATOR ETFS TRdefined wlt shld | $4,028,000 | -2.5% | 155,949 | -2.2% | 0.85% | +12.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,803,000 | -15.2% | 60,622 | +3.9% | 0.80% | -2.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,655,000 | -16.5% | 93,741 | +2.9% | 0.77% | -3.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,544,000 | +22.2% | 38,347 | +44.2% | 0.75% | +41.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $3,538,000 | -16.9% | 55,515 | +2.5% | 0.75% | -4.1% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $3,396,000 | -15.8% | 32,241 | +1.5% | 0.72% | -2.8% |
| FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $3,319,000 | -6.6% | 75,051 | +12.0% | 0.70% | +8.0% |
| PFE | Sell | PFIZER INC | $3,312,000 | -5.4% | 63,170 | -5.4% | 0.70% | +9.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $3,234,000 | -34.4% | 54,949 | -21.2% | 0.68% | -24.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,115,000 | -6.2% | 252,393 | +2.5% | 0.66% | +8.4% |
| VLO | Sell | VALERO ENERGY CORP | $3,060,000 | +2.2% | 28,790 | -3.4% | 0.65% | +18.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,056,000 | +25.2% | 42,670 | +39.6% | 0.65% | +44.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,985,000 | -8.7% | 26,506 | +14.0% | 0.63% | +5.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,981,000 | -13.1% | 9,449 | -0.3% | 0.63% | +0.3% |
| PEP | Sell | PEPSICO INC | $2,963,000 | -6.1% | 17,779 | -5.4% | 0.63% | +8.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,947,000 | -16.5% | 16,142 | +0.7% | 0.62% | -3.6% |
| IEUR | Buy | ISHARES TRcore msci euro | $2,765,000 | 0.0% | 61,500 | +21.1% | 0.58% | +15.6% |
| FB | Buy | META PLATFORMS INCcl a | $2,598,000 | -28.3% | 16,112 | +1.3% | 0.55% | -17.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,543,000 | -6.8% | 4,950 | -5.5% | 0.54% | +7.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,481,000 | +2.5% | 48,884 | +4.2% | 0.52% | +18.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,470,000 | -39.7% | 29,486 | -26.2% | 0.52% | -30.3% |
| AVGO | Sell | BROADCOM INC | $2,437,000 | -24.2% | 5,016 | -1.5% | 0.52% | -12.4% |
| TSLA | Buy | TESLA INC | $2,426,000 | -17.0% | 3,603 | +34.8% | 0.51% | -4.1% |
| PSEP | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,421,000 | -7.9% | 86,121 | -0.8% | 0.51% | +6.4% |
| CSCO | Sell | CISCO SYS INC | $2,412,000 | -25.3% | 56,555 | -1.8% | 0.51% | -13.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,344,000 | +0.7% | 13,206 | +1.9% | 0.50% | +16.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,301,000 | -22.4% | 8,208 | +1.6% | 0.49% | -10.3% |
| KMI | Buy | KINDER MORGAN INC DEL | $2,284,000 | -3.5% | 136,266 | +9.9% | 0.48% | +11.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,215,000 | +16.7% | 15,403 | +25.3% | 0.47% | +34.9% |
| T | Sell | AT&T INC | $2,205,000 | -21.1% | 105,222 | -9.1% | 0.47% | -9.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,191,000 | +6.7% | 19,276 | +9.4% | 0.46% | +23.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $2,146,000 | +4.7% | 15,877 | -4.1% | 0.45% | +21.1% |
| HD | Buy | HOME DEPOT INC | $2,119,000 | -3.4% | 7,726 | +8.6% | 0.45% | +11.4% |
| EUSA | Sell | ISHARES INCmsci equal weite | $2,090,000 | -25.2% | 29,588 | -9.0% | 0.44% | -13.7% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $2,027,000 | -31.3% | 58,839 | -23.0% | 0.43% | -20.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,988,000 | -20.8% | 7,162 | -3.4% | 0.42% | -8.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,961,000 | +27.3% | 38,883 | +55.2% | 0.42% | +47.2% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,943,000 | -46.1% | 16,913 | -38.2% | 0.41% | -37.7% |
| DOW | Sell | DOW INC | $1,917,000 | -23.0% | 37,148 | -4.1% | 0.40% | -11.2% |
| MCD | Buy | MCDONALDS CORP | $1,909,000 | +6.3% | 7,731 | +7.2% | 0.40% | +22.8% |
| COP | Sell | CONOCOPHILLIPS | $1,882,000 | -12.8% | 20,952 | -1.9% | 0.40% | +0.8% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $1,876,000 | +2.6% | 32,392 | +15.8% | 0.40% | +18.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,841,000 | -21.4% | 6,744 | +2.9% | 0.39% | -9.3% |
| CRM | Buy | SALESFORCE INC | $1,838,000 | -11.4% | 11,136 | +15.4% | 0.39% | +2.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,825,000 | -30.6% | 26,134 | +17.8% | 0.39% | -19.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,810,000 | -3.5% | 5,881 | +10.4% | 0.38% | +11.7% |
| BAPR | New | INNOVATOR ETFS TRus eqt bufr apr | $1,813,000 | – | 60,593 | +100.0% | 0.38% | – |
| IBB | Buy | ISHARES TRishares biotech | $1,794,000 | +86.7% | 15,252 | +107.8% | 0.38% | +115.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,785,000 | -21.1% | 816 | +2.9% | 0.38% | -8.7% |
| AFIN | Buy | THE NECESSITY RETAIL REIT IN | $1,783,000 | +10.4% | 244,873 | +20.4% | 0.38% | +27.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,775,000 | -7.9% | 4,848 | +15.7% | 0.38% | +6.2% |
| NOW | Buy | SERVICENOW INC | $1,710,000 | -16.9% | 3,597 | +0.3% | 0.36% | -4.0% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,695,000 | -21.8% | 42,127 | +3.3% | 0.36% | -9.8% |
| QCOM | Sell | QUALCOMM INC | $1,685,000 | -20.5% | 13,187 | -5.0% | 0.36% | -8.2% |
| IYE | Sell | ISHARES TRu.s. energy etf | $1,684,000 | -27.5% | 44,181 | -21.2% | 0.36% | -16.2% |
| MMM | Buy | 3M CO | $1,633,000 | -3.3% | 12,616 | +13.1% | 0.34% | +11.7% |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,610,000 | -4.6% | 53,615 | +4.1% | 0.34% | +10.4% |
| VIAC | Sell | PARAMOUNT GLOBAL | $1,608,000 | -36.7% | 65,160 | -2.3% | 0.34% | -26.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,593,000 | -13.3% | 50,647 | +2.8% | 0.34% | +0.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,580,000 | -7.3% | 62,245 | +3.1% | 0.33% | +7.1% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,569,000 | -12.6% | 7,005 | -1.3% | 0.33% | +0.9% |
| FTNT | Buy | FORTINET INC | $1,567,000 | -17.4% | 27,690 | +399.1% | 0.33% | -4.6% |
| ET | Buy | ENERGY TRANSFER L P | $1,503,000 | -12.9% | 150,638 | +0.7% | 0.32% | +0.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,491,000 | -9.6% | 2,744 | -1.0% | 0.32% | +4.3% |
| WMT | Sell | WALMART INC | $1,489,000 | -20.8% | 12,245 | -2.4% | 0.32% | -8.4% |
| NTSX | Sell | WISDOMTREE TRus efficient cor | $1,481,000 | -29.5% | 44,425 | -13.0% | 0.31% | -18.7% |
| MO | Buy | ALTRIA GROUP INC | $1,465,000 | -16.4% | 35,071 | +4.2% | 0.31% | -3.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,448,000 | -9.6% | 36,098 | +3.4% | 0.31% | +4.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,433,000 | -14.0% | 2,989 | +3.5% | 0.30% | -0.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,402,000 | -21.9% | 14,654 | -1.8% | 0.30% | -9.7% |
| DHR | Buy | DANAHER CORPORATION | $1,404,000 | -10.7% | 5,537 | +4.6% | 0.30% | +3.1% |
| MPC | Buy | MARATHON PETE CORP | $1,405,000 | -2.8% | 17,096 | +0.9% | 0.30% | +12.1% |
| Buy | CRESCENT ENERGY COMPANY | $1,401,000 | -10.4% | 112,269 | +25.9% | 0.30% | +3.5% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $1,365,000 | -20.6% | 14,148 | +2.7% | 0.29% | -8.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,360,000 | -5.9% | 14,152 | -1.2% | 0.29% | +8.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,316,000 | -5.9% | 11,084 | +2.7% | 0.28% | +8.6% |
| CVS | Buy | CVS HEALTH CORP | $1,311,000 | -7.4% | 14,149 | +3.5% | 0.28% | +6.9% |
| LOW | Buy | LOWES COS INC | $1,310,000 | -15.0% | 7,502 | +1.9% | 0.28% | -1.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,307,000 | +8.2% | 53,618 | +15.7% | 0.28% | +24.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,298,000 | -9.5% | 6,182 | -1.8% | 0.28% | +4.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,300,000 | -10.2% | 20,809 | +7.6% | 0.28% | +3.8% |
| NEE | Sell | NEXTERA ENERGY INC | $1,282,000 | -13.3% | 16,553 | -4.3% | 0.27% | 0.0% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $1,274,000 | -21.8% | 29,535 | +2.2% | 0.27% | -9.7% |
| COG | Buy | COTERRA ENERGY INC | $1,229,000 | +4.0% | 47,644 | +9.3% | 0.26% | +20.4% |
| MRK | Sell | MERCK & CO INC | $1,227,000 | +6.1% | 13,456 | -4.1% | 0.26% | +22.6% |
| EOS | EATON VANCE ENHANCED EQUITY | $1,215,000 | -23.5% | 75,047 | 0.0% | 0.26% | -11.7% | |
| GIS | Sell | GENERAL MLS INC | $1,202,000 | +9.1% | 15,927 | -1.8% | 0.25% | +25.7% |
| VEEV | Sell | VEEVA SYS INC | $1,189,000 | -8.8% | 6,005 | -1.5% | 0.25% | +5.0% |
| ABT | Buy | ABBOTT LABS | $1,169,000 | -9.1% | 10,759 | +0.7% | 0.25% | +5.1% |
| PXD | Buy | PIONEER NAT RES CO | $1,158,000 | -10.0% | 5,190 | +4.0% | 0.24% | +3.8% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,136,000 | -33.3% | 8,945 | +0.2% | 0.24% | -23.1% |
| C | Buy | CITIGROUP INC | $1,131,000 | +133.2% | 24,587 | +178.7% | 0.24% | +168.5% |
| KOCT | INNOVATOR ETFS TRus sml cp pwr b | $1,099,000 | -9.0% | 45,510 | 0.0% | 0.23% | +5.0% | |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,097,000 | -35.8% | 3,138 | -11.0% | 0.23% | -25.9% |
| ITA | Buy | ISHARES TRus aer def etf | $1,085,000 | +10.2% | 10,945 | +24.7% | 0.23% | +27.2% |
| AMGN | Buy | AMGEN INC | $1,077,000 | +6.3% | 4,428 | +6.0% | 0.23% | +23.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,068,000 | -14.7% | 3,269 | +10.3% | 0.23% | -1.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,070,000 | -12.6% | 7,970 | +4.1% | 0.23% | +0.9% |
| FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $1,062,000 | -35.7% | 54,736 | -29.8% | 0.22% | -25.5% |
| KJAN | Buy | INNOVATOR ETFS TRus sml cp pwr b | $1,031,000 | -9.8% | 36,504 | +0.3% | 0.22% | +4.3% |
| NKE | Sell | NIKE INCcl b | $995,000 | -31.2% | 9,734 | -6.8% | 0.21% | -20.8% |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $995,000 | +237.3% | 128,988 | +328.0% | 0.21% | +288.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $990,000 | -8.2% | 2,303 | -4.8% | 0.21% | +5.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $984,000 | -62.6% | 11,885 | -62.4% | 0.21% | -56.8% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $981,000 | -9.0% | 5,824 | -0.3% | 0.21% | +5.1% |
| WFC | Sell | WELLS FARGO CO NEW | $962,000 | -22.0% | 24,550 | -0.3% | 0.20% | -10.2% |
| ARCC | Buy | ARES CAPITAL CORP | $954,000 | -11.0% | 53,181 | +3.6% | 0.20% | +3.1% |
| DVY | Buy | ISHARES TRselect divid etf | $920,000 | +22.5% | 7,814 | +34.7% | 0.20% | +42.3% |
| RC | New | READY CAPITAL CORP | $918,000 | – | 77,038 | +100.0% | 0.19% | – |
| GOVZ | Sell | ISHARES TRishares 25+ yr t | $913,000 | -28.2% | 58,292 | -12.5% | 0.19% | -17.2% |
| LTC | Buy | LTC PPTYS INC | $901,000 | +1.6% | 23,465 | +1.6% | 0.19% | +17.9% |
| HON | Sell | HONEYWELL INTL INC | $901,000 | -13.4% | 5,183 | -2.2% | 0.19% | 0.0% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $889,000 | +6.7% | 14,648 | +16.5% | 0.19% | +22.9% |
| ZTS | Buy | ZOETIS INCcl a | $884,000 | +4.4% | 5,141 | +16.1% | 0.19% | +20.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $880,000 | -1.5% | 6,134 | +12.8% | 0.19% | +14.1% |
| BA | Sell | BOEING CO | $876,000 | -32.6% | 6,408 | -4.0% | 0.18% | -22.3% |
| NJAN | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $871,000 | -12.7% | 24,655 | +1.0% | 0.18% | +0.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $862,000 | -7.0% | 5,088 | +13.8% | 0.18% | +7.1% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $854,000 | +197.6% | 21,073 | +223.9% | 0.18% | +241.5% |
| BBDC | Sell | BARINGS BDC INC | $840,000 | -24.5% | 90,233 | -16.1% | 0.18% | -12.7% |
| CDC | Buy | VICTORY PORTFOLIOS II | $835,000 | -7.6% | 12,629 | +1.4% | 0.18% | +6.6% |
| BJUL | INNOVATOR ETFS TRus eqty bufr jul | $836,000 | -9.2% | 27,726 | 0.0% | 0.18% | +4.7% | |
| BNOV | INNOVATOR ETFS TRus eqty buf nov | $836,000 | -11.3% | 29,150 | 0.0% | 0.18% | +2.3% | |
| DJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $831,000 | -2.7% | 26,278 | +6.2% | 0.18% | +12.8% |
| BP | Buy | BP PLCsponsored adr | $822,000 | +1.6% | 29,003 | +7.7% | 0.17% | +17.6% |
| AGNC | Buy | AGNC INVT CORP | $818,000 | -16.4% | 73,938 | +0.1% | 0.17% | -3.4% |
| IYY | Buy | ISHARES TRdow jones us etf | $818,000 | -11.9% | 8,862 | +7.9% | 0.17% | +1.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $812,000 | -20.7% | 20,688 | -3.6% | 0.17% | -8.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $815,000 | +9.5% | 10,468 | +13.1% | 0.17% | +26.5% |
| NVO | Sell | NOVO-NORDISK A Sadr | $805,000 | -28.7% | 7,226 | -28.0% | 0.17% | -17.9% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $801,000 | -10.2% | 9,380 | +1.0% | 0.17% | +3.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $793,000 | -20.9% | 24,131 | -12.6% | 0.17% | -8.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $793,000 | -16.5% | 4,089 | +0.2% | 0.17% | -3.4% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $791,000 | -15.0% | 12,168 | +2.3% | 0.17% | -1.8% |
| IYW | Buy | ISHARES TRu.s. tech etf | $786,000 | -15.3% | 9,835 | +11.1% | 0.17% | -2.4% |
| GLD | Buy | SPDR GOLD TR | $779,000 | +174.3% | 4,626 | +193.7% | 0.16% | +217.3% |
| HDV | Sell | ISHARES TRcore high dv etf | $777,000 | -19.9% | 7,737 | -13.9% | 0.16% | -7.9% |
| INTU | Buy | INTUIT | $777,000 | -18.0% | 2,016 | +0.4% | 0.16% | -5.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $772,000 | -42.0% | 10,797 | -37.1% | 0.16% | -33.2% |
| NFLX | Buy | NETFLIX INC | $771,000 | +62.0% | 4,411 | +253.4% | 0.16% | +87.4% |
| BAC | Sell | BK OF AMERICA CORP | $768,000 | -34.2% | 24,657 | -9.1% | 0.16% | -24.3% |
| SBUX | Buy | STARBUCKS CORP | $765,000 | -10.8% | 10,017 | +6.3% | 0.16% | +3.2% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $766,000 | +25.6% | 16,964 | +33.3% | 0.16% | +44.6% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $763,000 | -19.3% | 6,829 | -1.4% | 0.16% | -6.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $755,000 | -22.6% | 3,388 | +1.5% | 0.16% | -10.6% |
| TXN | Buy | TEXAS INSTRS INC | $748,000 | -15.2% | 4,865 | +3.4% | 0.16% | -1.9% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $742,000 | -10.5% | 7,193 | +0.4% | 0.16% | +3.3% |
| BST | BLACKROCK SCIENCE & TECHNOLO | $741,000 | -25.1% | 22,793 | 0.0% | 0.16% | -13.3% | |
| FMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $738,000 | – | 21,473 | +100.0% | 0.16% | – |
| BURL | New | BURLINGTON STORES INC | $736,000 | – | 5,400 | +100.0% | 0.16% | – |
| KJUL | Sell | INNOVATOR ETFS TRus sml cp pwr b | $738,000 | -10.8% | 31,608 | -1.4% | 0.16% | +3.3% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $731,000 | +203.3% | 8,538 | +222.6% | 0.16% | +252.3% |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $722,000 | +3.0% | 4,262 | 0.0% | 0.15% | +19.5% | |
| SO | Buy | SOUTHERN CO | $720,000 | -1.6% | 10,100 | +0.1% | 0.15% | +13.4% |
| BKNG | Buy | BOOKING HOLDINGS INC | $712,000 | -15.7% | 407 | +12.1% | 0.15% | -2.6% |
| UNP | Sell | UNION PAC CORP | $712,000 | -26.4% | 3,340 | -4.6% | 0.15% | -14.7% |
| LLY | Buy | LILLY ELI & CO | $705,000 | +108.0% | 2,173 | +85.7% | 0.15% | +140.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $704,000 | -0.7% | 2,911 | +3.3% | 0.15% | +14.6% |
| TSJA | Sell | INNOVATOR ETFS TRtriple stkr jan | $691,000 | -19.9% | 29,655 | -1.4% | 0.15% | -7.6% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $691,000 | -16.5% | 7,898 | +0.2% | 0.15% | -3.9% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $691,000 | -4.3% | 4,241 | +2.0% | 0.15% | +10.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $686,000 | -22.8% | 12,990 | -7.1% | 0.14% | -11.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $681,000 | -15.9% | 24,120 | -4.3% | 0.14% | -2.7% |
| IGE | Buy | ISHARES TRnorth amern nat | $682,000 | -9.4% | 18,955 | +3.2% | 0.14% | +4.3% |
| FIDU | Sell | FIDELITY COVINGTON TRUSTmsci indl indx | $679,000 | -25.5% | 15,029 | -9.9% | 0.14% | -13.8% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $674,000 | +3.7% | 27,293 | +6.1% | 0.14% | +20.2% |
| SLRC | Buy | SLR INVESTMENT CORP | $675,000 | +45.5% | 46,107 | +81.1% | 0.14% | +68.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $674,000 | -9.0% | 4,531 | +1.5% | 0.14% | +5.1% |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $677,000 | -11.3% | 76,678 | 0.0% | 0.14% | +2.1% | |
| BRG | Sell | BLUEROCK RESIDENTIAL GWT REI | $671,000 | -36.5% | 25,523 | -35.8% | 0.14% | -26.8% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $661,000 | -24.6% | 9,787 | +2.0% | 0.14% | -13.0% |
| ZG | Buy | ZILLOW GROUP INCcl a | $657,000 | -30.5% | 20,642 | +11.6% | 0.14% | -19.7% |
| CRON | Buy | CRONOS GROUP INC | $654,000 | -28.6% | 232,080 | +3.1% | 0.14% | -17.9% |
| CMI | Sell | CUMMINS INC | $643,000 | -15.6% | 3,321 | -8.7% | 0.14% | -2.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $640,000 | +4.4% | 2,608 | -3.2% | 0.14% | +20.5% |
| ROST | New | ROSS STORES INC | $632,000 | – | 9,000 | +100.0% | 0.13% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $632,000 | -21.0% | 12,093 | +1.6% | 0.13% | -8.2% |
| PSQ | Buy | PROSHARES TRshort qqq new | $627,000 | +110.4% | 43,545 | +66.9% | 0.13% | +141.8% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $624,000 | +166.7% | 5,676 | +397.9% | 0.13% | +207.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $621,000 | +22.0% | 22,869 | +43.9% | 0.13% | +40.9% |
| IYH | Buy | ISHARES TRus hlthcare etf | $616,000 | +12.2% | 2,292 | +21.7% | 0.13% | +28.7% |
| NOCT | INNOVATOR ETFS TRgrwt100 pwr buf | $613,000 | -11.5% | 17,438 | 0.0% | 0.13% | +2.4% | |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $617,000 | -19.7% | 4,160 | -0.0% | 0.13% | -7.8% |
| ADI | Buy | ANALOG DEVICES INC | $611,000 | -10.0% | 4,183 | +2.5% | 0.13% | +4.0% |
| LRCX | Buy | LAM RESEARCH CORP | $611,000 | +33.4% | 1,433 | +71.8% | 0.13% | +53.6% |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $611,000 | -28.0% | 13,690 | -10.9% | 0.13% | -16.8% |
| NXPI | NXP SEMICONDUCTORS N V | $609,000 | -20.9% | 4,113 | 0.0% | 0.13% | -8.5% | |
| IHAK | Buy | ISHARES TRcybersecurity | $612,000 | -16.3% | 17,459 | +2.6% | 0.13% | -3.7% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $605,000 | +18.9% | 5,919 | +24.7% | 0.13% | +37.6% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $594,000 | -33.6% | 9,020 | -7.2% | 0.13% | -23.2% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $586,000 | -8.0% | 6,319 | -1.6% | 0.12% | +6.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $586,000 | +16.5% | 23,661 | +17.8% | 0.12% | +34.8% |
| FICO | Buy | FAIR ISAAC CORP | $588,000 | -14.3% | 1,467 | +2.0% | 0.12% | -1.6% |
| TJX | New | TJX COS INC NEW | $584,000 | – | 10,461 | +100.0% | 0.12% | – |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $584,000 | -14.7% | 8,743 | -4.8% | 0.12% | -0.8% |
| MHLD | MAIDEN HOLDINGS LTD | $582,000 | -16.4% | 300,000 | 0.0% | 0.12% | -3.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $578,000 | -79.4% | 8,935 | -74.8% | 0.12% | -76.3% |
| TTD | Buy | THE TRADE DESK INC | $568,000 | -39.8% | 13,560 | +3.1% | 0.12% | -30.6% |
| IJAN | Buy | INNOVATOR ETFS TRintrnl dev jan | $565,000 | -2.4% | 22,843 | +4.6% | 0.12% | +12.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $563,000 | +61.8% | 12,107 | +72.9% | 0.12% | +85.9% |
| SIVB | Buy | SVB FINANCIAL GROUP | $564,000 | -29.5% | 1,427 | +1.2% | 0.12% | -18.5% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $556,000 | -29.8% | 1,891 | +2.6% | 0.12% | -18.6% |
| LVHD | New | LEGG MASON ETF INVTfranklin us low | $559,000 | – | 14,832 | +100.0% | 0.12% | – |
| Buy | SHELL PLCspon ads | $547,000 | -3.2% | 10,455 | +2.9% | 0.12% | +12.6% | |
| D | Sell | DOMINION ENERGY INC | $549,000 | -16.1% | 6,881 | -10.1% | 0.12% | -3.3% |
| JD | Buy | JD.COM INCspon adr cl a | $547,000 | +42.8% | 8,512 | +36.7% | 0.12% | +65.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $547,000 | -30.1% | 7,794 | -22.2% | 0.12% | -18.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $546,000 | -37.5% | 2,721 | -5.1% | 0.12% | -28.1% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $545,000 | -9.6% | 4,018 | -0.4% | 0.12% | +4.5% |
| IP | Sell | INTERNATIONAL PAPER CO | $540,000 | -56.4% | 12,915 | -51.6% | 0.11% | -49.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $530,000 | +21.3% | 13,979 | +51.8% | 0.11% | +40.0% |
| KO | Sell | COCA COLA CO | $527,000 | -3.3% | 8,374 | -4.5% | 0.11% | +11.0% |
| SLB | Buy | SCHLUMBERGER LTD | $518,000 | -9.8% | 14,473 | +6.5% | 0.11% | +4.8% |
| DPZ | Buy | DOMINOS PIZZA INC | $513,000 | -3.4% | 1,316 | +0.8% | 0.11% | +11.3% |
| IUSG | New | ISHARES TRcore s&p us gwt | $511,000 | – | 6,103 | +100.0% | 0.11% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $513,000 | +21.9% | 6,818 | +28.7% | 0.11% | +40.3% |
| CDW | Sell | CDW CORP | $510,000 | -12.1% | 3,240 | -0.1% | 0.11% | +1.9% |
| FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $511,000 | -10.4% | 15,996 | 0.0% | 0.11% | +3.8% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $513,000 | -1.9% | 4,788 | +2.1% | 0.11% | +12.5% |
| GRIN | New | GRINDROD SHIPPING HOLDINGS L | $504,000 | – | 29,364 | +100.0% | 0.11% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $505,000 | -24.1% | 9,094 | +4.7% | 0.11% | -12.3% |
| FFIN | FIRST FINL BANKSHARES INC | $503,000 | -11.8% | 12,800 | 0.0% | 0.11% | +1.9% | |
| GILD | Buy | GILEAD SCIENCES INC | $502,000 | +4.8% | 8,129 | +1.1% | 0.11% | +20.5% |
| MS | Buy | MORGAN STANLEY | $491,000 | +15.5% | 6,458 | +37.3% | 0.10% | +33.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $489,000 | -15.1% | 12,553 | -2.0% | 0.10% | -1.9% |
| FSK | FS KKR CAP CORP | $486,000 | -14.6% | 25,021 | 0.0% | 0.10% | -1.0% | |
| New | CAPITAL GROUP CORE EQUITY ET | $485,000 | – | 22,321 | +100.0% | 0.10% | – | |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $486,000 | +3.2% | 15,011 | +11.0% | 0.10% | +19.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $482,000 | -21.9% | 8,300 | +2.8% | 0.10% | -9.7% |
| FJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $479,000 | -7.4% | 13,605 | 0.0% | 0.10% | +6.3% | |
| BLK | Sell | BLACKROCK INC | $471,000 | -23.7% | 773 | -2.5% | 0.10% | -11.5% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $471,000 | -11.3% | 10,670 | -4.3% | 0.10% | +3.1% |
| SPGI | Sell | S&P GLOBAL INC | $472,000 | -21.1% | 1,400 | -1.9% | 0.10% | -8.3% |
| ICF | Buy | ISHARES TRcohen steer reit | $465,000 | +25.3% | 7,660 | +48.3% | 0.10% | +44.1% |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $460,000 | +60.3% | 8,648 | +95.5% | 0.10% | +83.0% |
| SOXL | Buy | DIREXION SHS ETF TRdly scond 3xbu | $460,000 | -63.1% | 35,125 | +16.6% | 0.10% | -57.5% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $460,000 | +2.7% | 5,030 | +2.7% | 0.10% | +18.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $455,000 | -21.8% | 2,081 | +0.8% | 0.10% | -10.3% |
| PAYX | Sell | PAYCHEX INC | $447,000 | -23.5% | 3,923 | -8.0% | 0.10% | -11.2% |
| USB | Buy | US BANCORP DEL | $446,000 | -16.5% | 9,695 | +0.2% | 0.09% | -4.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $446,000 | -6.3% | 3,478 | +1.1% | 0.09% | +8.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $439,000 | -1.3% | 6,255 | +4.9% | 0.09% | +14.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $438,000 | -16.3% | 4,308 | -11.8% | 0.09% | -3.1% |
| IYC | Sell | ISHARES TRus consum discre | $433,000 | -27.2% | 7,639 | -1.9% | 0.09% | -15.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $430,000 | +3.1% | 1,681 | +1.0% | 0.09% | +19.7% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $429,000 | -14.7% | 12,182 | -8.6% | 0.09% | -1.1% |
| TIP | Buy | ISHARES TRtips bd etf | $428,000 | +49.7% | 3,756 | +64.2% | 0.09% | +75.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $427,000 | +4.4% | 5,551 | +0.1% | 0.09% | +20.0% |
| DLTR | DOLLAR TREE INC | $420,000 | -2.8% | 2,696 | 0.0% | 0.09% | +12.7% | |
| BIDU | Buy | BAIDU INCspon adr rep a | $419,000 | +9.7% | 2,817 | +6.1% | 0.09% | +27.1% |
| EJAN | Buy | INNOVATOR ETFS TRemrgng mkt jan | $422,000 | -4.7% | 15,583 | +0.6% | 0.09% | +9.9% |
| CII | BLACKROCK ENHANCD CAP & INM | $415,000 | -16.3% | 23,591 | 0.0% | 0.09% | -3.3% | |
| SJB | New | PROSHARES TRshrt hgh yield | $418,000 | – | 21,150 | +100.0% | 0.09% | – |
| FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $415,000 | -30.7% | 9,591 | -26.4% | 0.09% | -20.0% |
| IDEV | New | ISHARES TRcore msci intl | $414,000 | – | 7,703 | +100.0% | 0.09% | – |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $418,000 | -31.8% | 1,419 | -8.7% | 0.09% | -21.4% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $412,000 | -6.4% | 11,595 | +3.2% | 0.09% | +7.4% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $409,000 | -12.8% | 5,277 | +0.5% | 0.09% | +1.2% |
| QPT | ADVISORSHARES TRq portfolio blen | $412,000 | -17.4% | 20,011 | 0.0% | 0.09% | -4.4% | |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $412,000 | -20.5% | 4,718 | -1.2% | 0.09% | -8.4% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $408,000 | -15.9% | 16,253 | -15.3% | 0.09% | -3.4% |
| Buy | INNOVATOR ETFS TRus eqty accelrt9 | $404,000 | -10.0% | 17,986 | +0.5% | 0.08% | +3.7% | |
| DDEC | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $404,000 | -7.8% | 13,508 | 0.0% | 0.08% | +6.2% | |
| MUB | Sell | ISHARES TRnational mun etf | $395,000 | -14.5% | 3,711 | -11.9% | 0.08% | -1.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $399,000 | -27.7% | 1,762 | -13.1% | 0.08% | -16.8% |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $394,000 | -3.0% | 7,230 | -3.4% | 0.08% | +12.2% |
| SQ | Buy | BLOCK INCcl a | $394,000 | -11.1% | 6,407 | +102.8% | 0.08% | +2.5% |
| IRBO | Buy | ISHARES TRrobotics artif | $390,000 | -22.8% | 14,770 | +2.7% | 0.08% | -10.9% |
| CAT | Buy | CATERPILLAR INC | $385,000 | -12.5% | 2,152 | +9.0% | 0.08% | 0.0% |
| ORCL | Sell | ORACLE CORP | $377,000 | -27.2% | 5,392 | -13.2% | 0.08% | -15.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $379,000 | +0.8% | 3,982 | +0.4% | 0.08% | +15.9% |
| CNI | Sell | CANADIAN NATL RY CO | $373,000 | -20.1% | 3,318 | -2.8% | 0.08% | -8.1% |
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $375,000 | -7.6% | 13,230 | 0.0% | 0.08% | +6.8% | |
| FDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $367,000 | -6.9% | 12,057 | +5.2% | 0.08% | +8.3% |
| TREE | Buy | LENDINGTREE INC NEW | $369,000 | -47.1% | 8,429 | +45.9% | 0.08% | -39.1% |
| ROL | Buy | ROLLINS INC | $364,000 | -1.4% | 10,425 | +0.1% | 0.08% | +13.2% |
| ENB | Sell | ENBRIDGE INC | $366,000 | -13.7% | 8,661 | -5.3% | 0.08% | -1.3% |
| F | Buy | FORD MTR CO DEL | $363,000 | -35.5% | 32,646 | +0.1% | 0.08% | -25.2% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $366,000 | -19.6% | 1,797 | +8.8% | 0.08% | -7.2% |
| FMAT | Sell | FIDELITY COVINGTON TRUSTmsci matls index | $364,000 | -40.0% | 8,874 | -26.5% | 0.08% | -30.6% |
| Buy | TIMOTHY PLANus large mid cp | $362,000 | +24.4% | 15,434 | +37.1% | 0.08% | +45.3% | |
| BMAR | INNOVATOR ETFS TRus eqty bufr mar | $355,000 | -12.1% | 11,462 | 0.0% | 0.08% | +1.4% | |
| SCM | Buy | STELLUS CAP INVT CORP | $353,000 | +65.0% | 31,694 | +104.2% | 0.08% | +92.3% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $353,000 | -5.4% | 13,397 | -0.2% | 0.08% | +10.3% |
| TGT | Buy | TARGET CORP | $354,000 | -16.3% | 2,504 | +31.3% | 0.08% | -2.6% |
| EMN | Buy | EASTMAN CHEM CO | $349,000 | -17.5% | 3,889 | +5.1% | 0.07% | -3.9% |
| INNOVATOR ETFS TRinternational dv | $349,000 | -6.2% | 15,070 | 0.0% | 0.07% | +8.8% | ||
| FAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $343,000 | – | 12,085 | +100.0% | 0.07% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $343,000 | – | 6,668 | +100.0% | 0.07% | – |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $339,000 | -6.6% | 4,368 | -1.6% | 0.07% | +9.1% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $336,000 | -37.7% | 12,362 | -24.9% | 0.07% | -28.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $338,000 | +10.1% | 2,396 | +3.0% | 0.07% | +26.8% |
| SPOT | SPOTIFY TECHNOLOGY S A | $333,000 | -40.0% | 3,554 | 0.0% | 0.07% | -31.4% | |
| EMXC | New | ISHARES INCmsci emrg chn | $329,000 | – | 6,892 | +100.0% | 0.07% | – |
| DIS | Buy | DISNEY WALT CO | $333,000 | -32.7% | 3,527 | +0.4% | 0.07% | -23.1% |
| New | WARNER BROS DISCOVERY INC | $329,000 | – | 24,495 | +100.0% | 0.07% | – | |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $330,000 | – | 28,247 | +100.0% | 0.07% | – |
| NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $332,000 | -9.5% | 7,728 | 0.0% | 0.07% | +4.5% | |
| New | INNOVATOR ETFS TRus eqt acc 9 bfr | $331,000 | – | 15,578 | +100.0% | 0.07% | – | |
| Buy | TIMOTHY PLANhigh dividend | $327,000 | +55.7% | 13,333 | +74.4% | 0.07% | +81.6% | |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $325,000 | -8.7% | 12,047 | 0.0% | 0.07% | +6.2% | |
| CLX | Buy | CLOROX CO DEL | $324,000 | +11.7% | 2,301 | +10.8% | 0.07% | +30.2% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $324,000 | -14.5% | 8,399 | 0.0% | 0.07% | 0.0% | |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $316,000 | -14.4% | 8,069 | +0.1% | 0.07% | -1.5% |
| BOND | PIMCO ETF TRactive bd etf | $316,000 | -6.5% | 3,315 | 0.0% | 0.07% | +8.1% | |
| OKTA | Buy | OKTA INCcl a | $316,000 | -36.3% | 3,500 | +7.7% | 0.07% | -26.4% |
| PSX | Sell | PHILLIPS 66 | $318,000 | -10.2% | 3,879 | -4.1% | 0.07% | +3.1% |
| BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $318,000 | -15.0% | 11,097 | -3.1% | 0.07% | -1.5% |
| BIG | Sell | BIG LOTS INC | $318,000 | -43.3% | 15,186 | -1.1% | 0.07% | -35.0% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $310,000 | -9.6% | 8,412 | 0.0% | 0.07% | +4.8% | |
| CAH | Buy | CARDINAL HEALTH INC | $312,000 | -8.5% | 5,962 | +0.8% | 0.07% | +6.5% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $307,000 | -14.0% | 4,590 | -1.3% | 0.06% | 0.0% |
| DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $306,000 | -7.8% | 10,102 | 0.0% | 0.06% | +6.6% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $297,000 | -19.7% | 8,342 | +7.1% | 0.06% | -7.4% |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $298,000 | – | 17,311 | +100.0% | 0.06% | – |
| DHI | Buy | D R HORTON INC | $293,000 | -9.6% | 4,432 | +8.0% | 0.06% | +5.1% |
| SH | New | PROSHARES TRshort s&p 500 ne | $291,000 | – | 17,625 | +100.0% | 0.06% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $292,000 | -23.8% | 3,813 | +18.7% | 0.06% | -11.4% |
| VFVA | VANGUARD WELLINGTON FDus value factr | $292,000 | -15.9% | 3,195 | 0.0% | 0.06% | -3.1% | |
| PINS | Buy | PINTEREST INCcl a | $295,000 | -24.2% | 16,221 | +7.2% | 0.06% | -12.7% |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $288,000 | -11.1% | 8,455 | 0.0% | 0.06% | +3.4% | |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $288,000 | -16.5% | 5,019 | -6.4% | 0.06% | -3.2% |
| ALGN | ALIGN TECHNOLOGY INC | $287,000 | -46.6% | 1,214 | 0.0% | 0.06% | -37.8% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $284,000 | -19.1% | 1,800 | -2.1% | 0.06% | -6.2% |
| STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $280,000 | -2.8% | 5,996 | -0.7% | 0.06% | +11.3% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $279,000 | -37.9% | 15,958 | -25.3% | 0.06% | -28.0% |
| ACC | AMERICAN CAMPUS CMNTYS INC | $279,000 | +13.9% | 4,325 | 0.0% | 0.06% | +31.1% | |
| EMR | Buy | EMERSON ELEC CO | $278,000 | -16.8% | 3,490 | +3.3% | 0.06% | -3.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $275,000 | -14.1% | 698 | +4.2% | 0.06% | -1.7% |
| SHOP | Buy | SHOPIFY INCcl a | $275,000 | -55.5% | 8,790 | +903.4% | 0.06% | -48.7% |
| ORLY | OREILLY AUTOMOTIVE INC | $272,000 | -9.3% | 431 | 0.0% | 0.06% | +5.5% | |
| ETN | Buy | EATON CORP PLC | $273,000 | -3.2% | 2,170 | +19.6% | 0.06% | +11.5% |
| DAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $276,000 | – | 9,460 | +100.0% | 0.06% | – |
| IGOV | Buy | ISHARES TRintl trea bd etf | $274,000 | -3.5% | 6,690 | +9.4% | 0.06% | +11.5% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $273,000 | -18.8% | 1,070 | -8.4% | 0.06% | -6.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $269,000 | -11.8% | 1,548 | +3.8% | 0.06% | +1.8% |
| NIO | New | NIO INCspon ads | $271,000 | – | 12,466 | +100.0% | 0.06% | – |
| IYF | Buy | ISHARES TRu.s. finls etf | $267,000 | -19.1% | 3,822 | +0.0% | 0.06% | -6.7% |
| FFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $264,000 | -14.8% | 7,722 | -4.1% | 0.06% | -1.8% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $265,000 | -16.7% | 2,789 | +18.1% | 0.06% | -3.4% |
| SLV | Sell | ISHARES SILVER TRishares | $264,000 | -49.9% | 14,160 | -38.4% | 0.06% | -41.7% |
| DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $261,000 | -7.8% | 8,069 | 0.0% | 0.06% | +5.8% | |
| IFRA | Buy | ISHARES TRus infrastruc | $259,000 | -11.9% | 7,596 | +1.6% | 0.06% | +1.9% |
| IUSB | New | ISHARES TRcore total usd | $253,000 | – | 5,413 | +100.0% | 0.05% | – |
| WY | Buy | WEYERHAEUSER CO MTN BE | $255,000 | -14.1% | 7,711 | +0.1% | 0.05% | 0.0% |
| FALN | Sell | ISHARES TRfaln angls usd | $245,000 | -25.1% | 9,968 | -15.5% | 0.05% | -13.3% |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $247,000 | – | 8,847 | +100.0% | 0.05% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $244,000 | +10.4% | 1,103 | +22.1% | 0.05% | +30.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $244,000 | -40.6% | 1,449 | -20.7% | 0.05% | -30.7% |
| PENN | Buy | PENN NATL GAMING INC | $245,000 | -0.4% | 8,057 | +44.0% | 0.05% | +15.6% |
| FIVE | New | FIVE BELOW INC | $248,000 | – | 2,190 | +100.0% | 0.05% | – |
| CS | Buy | CREDIT SUISSE GROUPsponsored adr | $240,000 | +84.6% | 42,331 | +162.2% | 0.05% | +112.5% |
| FVAL | FIDELITY COVINGTON TRUSTvlu factor etf | $239,000 | -17.0% | 5,548 | 0.0% | 0.05% | -3.8% | |
| MDT | Sell | MEDTRONIC PLC | $239,000 | -41.4% | 2,662 | -27.2% | 0.05% | -32.0% |
| LIT | GLOBAL X FDSlithium btry etf | $240,000 | -6.6% | 3,311 | 0.0% | 0.05% | +8.5% | |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $236,000 | +18.6% | 25,325 | +41.6% | 0.05% | +38.9% |
| XSW | SPDR SER TR | $235,000 | -25.4% | 2,116 | 0.0% | 0.05% | -13.8% | |
| WDC | WESTERN DIGITAL CORP. | $238,000 | -11.5% | 5,315 | 0.0% | 0.05% | +2.0% | |
| XBAP | Buy | INNOVATOR ETFS TRus equity accele | $236,000 | -8.5% | 9,599 | +3.2% | 0.05% | +6.4% |
| TSN | Buy | TYSON FOODS INCcl a | $230,000 | +8.5% | 2,667 | +11.4% | 0.05% | +25.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $230,000 | -31.3% | 1,585 | -20.3% | 0.05% | -19.7% |
| LII | Sell | LENNOX INTL INC | $230,000 | -25.3% | 1,111 | -3.7% | 0.05% | -12.5% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $233,000 | – | 178 | +100.0% | 0.05% | – |
| IRBT | Buy | IROBOT CORP | $231,000 | -33.4% | 6,279 | +19.6% | 0.05% | -23.4% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $227,000 | -28.4% | 12,268 | -12.8% | 0.05% | -17.2% |
| XDAP | INNOVATOR ETFS TRus equity | $228,000 | -17.4% | 9,360 | 0.0% | 0.05% | -5.9% | |
| TDOC | Buy | TELADOC HEALTH INC | $225,000 | -51.3% | 6,783 | +7.3% | 0.05% | -43.5% |
| VOO | Sell | VANGUARD INDEX FDS | $226,000 | -33.1% | 652 | -18.7% | 0.05% | -22.6% |
| MRCC | Buy | MONROE CAP CORP | $223,000 | -6.7% | 24,690 | +10.3% | 0.05% | +6.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $222,000 | -30.0% | 4,012 | +0.3% | 0.05% | -19.0% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $220,000 | -1.8% | 4,542 | +0.0% | 0.05% | +14.6% |
| INNOVATOR ETFS TRemerging mkt pwr | $217,000 | -5.2% | 9,442 | 0.0% | 0.05% | +9.5% | ||
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $216,000 | -28.5% | 716 | -0.7% | 0.05% | -16.4% |
| BDEC | INNOVATOR ETFS TRus eqty buf dec | $216,000 | -11.8% | 7,094 | 0.0% | 0.05% | +2.2% | |
| BX | Buy | BLACKSTONE INC | $217,000 | -8.1% | 2,383 | +28.4% | 0.05% | +7.0% |
| O | New | REALTY INCOME CORP | $219,000 | – | 3,213 | +100.0% | 0.05% | – |
| AMP | Buy | AMERIPRISE FINL INC | $215,000 | -23.2% | 903 | +0.1% | 0.04% | -11.8% |
| EVRG | Buy | EVERGY INC | $213,000 | -1.4% | 3,266 | +3.5% | 0.04% | +12.5% |
| KDP | Sell | KEURIG DR PEPPER INC | $212,000 | -9.0% | 5,981 | -2.3% | 0.04% | +4.7% |
| HTGC | Buy | HERCULES CAPITAL INC | $214,000 | +8.6% | 15,847 | +46.1% | 0.04% | +25.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $214,000 | -5.3% | 3,454 | -4.1% | 0.04% | +9.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $215,000 | -20.4% | 1,179 | -6.3% | 0.04% | -8.2% |
| DBX | Buy | DROPBOX INCcl a | $214,000 | 0.0% | 10,180 | +12.7% | 0.04% | +15.4% |
| XEL | XCEL ENERGY INC | $213,000 | -1.8% | 3,007 | 0.0% | 0.04% | +12.5% | |
| USMF | Buy | WISDOMTREE TRus multifactor | $212,000 | -12.4% | 5,846 | +0.3% | 0.04% | +2.3% |
| JPIB | New | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $206,000 | – | 4,588 | +100.0% | 0.04% | – |
| FAUG | FIRST TR EXCHNG TRADED FD VIvest us buffer | $206,000 | -9.6% | 5,958 | 0.0% | 0.04% | +4.8% | |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $209,000 | -20.5% | 3,881 | -15.4% | 0.04% | -8.3% |
| PM | New | PHILIP MORRIS INTL INC | $201,000 | – | 2,031 | +100.0% | 0.04% | – |
| FTSD | New | FRANKLIN ETF TRliberty shrt etf | $201,000 | – | 2,204 | +100.0% | 0.04% | – |
| VSDA | Sell | VICTORY PORTFOLIOS II | $204,000 | -13.6% | 4,918 | -2.8% | 0.04% | 0.0% |
| FJAN | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $202,000 | -11.0% | 6,469 | 0.0% | 0.04% | +2.4% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $203,000 | -12.9% | 1,530 | 0.0% | 0.04% | 0.0% | |
| IGSB | Sell | ISHARES TR | $203,000 | -30.0% | 4,008 | -28.6% | 0.04% | -18.9% |
| BOCT | Sell | INNOVATOR ETFS TRus eqty buf oct | $201,000 | -44.8% | 6,609 | -37.7% | 0.04% | -35.8% |
| VLUE | Sell | ISHARES TRmsci usa value | $202,000 | -18.9% | 2,234 | -4.2% | 0.04% | -6.5% |
| CSWC | Sell | CAPITAL SOUTHWEST CORP | $202,000 | -22.6% | 10,987 | -0.6% | 0.04% | -10.4% |
| OXY | New | OCCIDENTAL PETE CORP | $205,000 | – | 3,474 | +100.0% | 0.04% | – |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $193,000 | -59.4% | 15,448 | -56.8% | 0.04% | -52.9% |
| AAL | AMERICAN AIRLS GROUP INC | $191,000 | -29.8% | 15,083 | 0.0% | 0.04% | -20.0% | |
| PLTM | GRANITESHARES PLATINUM TR | $186,000 | -10.1% | 21,208 | 0.0% | 0.04% | +2.6% | |
| NEO | Buy | NEOGENOMICS INC | $183,000 | -35.6% | 22,405 | +2.2% | 0.04% | -25.0% |
| TCPC | New | BLACKROCK TCP CAPITAL CORP | $152,000 | – | 12,106 | +100.0% | 0.03% | – |
| AUPH | New | AURINIA PHARMACEUTICALS INC | $146,000 | – | 14,480 | +100.0% | 0.03% | – |
| CCL | Sell | CARNIVAL CORP | $136,000 | -57.1% | 15,715 | -2.8% | 0.03% | -50.0% |
| PSEC | Buy | PROSPECT CAP CORP | $132,000 | +25.7% | 18,837 | +48.1% | 0.03% | +47.4% |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $123,000 | -23.6% | 10,000 | 0.0% | 0.03% | -10.3% | |
| ETRN | Buy | EQUITRANS MIDSTREAM CORP | $120,000 | -24.1% | 18,840 | +2.0% | 0.02% | -13.8% |
| NYC | New | NEW YORK CITY REIT INC | $74,000 | – | 14,071 | +100.0% | 0.02% | – |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $69,000 | -21.6% | 10,000 | 0.0% | 0.02% | -6.2% | |
| PNNT | New | PENNANTPARK INVT CORP | $66,000 | – | 10,722 | +100.0% | 0.01% | – |
| TELL | New | TELLURIAN INC NEW | $67,000 | – | 22,390 | +100.0% | 0.01% | – |
| ZEST | Sell | ECOARK HLDGS INC | $49,000 | +8.9% | 18,800 | -3.1% | 0.01% | +25.0% |
| PROSPECT CAP CORPnote 6.375% 3/0 | $26,000 | -3.7% | 25,000 | 0.0% | 0.01% | 0.0% | ||
| New | MSP RECOVERY INC*w exp 05/20/202 | $25,000 | – | 277,300 | +100.0% | 0.01% | – | |
| GSAT | New | GLOBALSTAR INC | $18,000 | – | 14,900 | +100.0% | 0.00% | – |
| AKBA | Buy | AKEBIA THERAPEUTICS INC | $5,000 | -50.0% | 14,000 | +21.2% | 0.00% | -50.0% |
| AMPE | AMPIO PHARMACEUTICALS INC | $4,000 | -60.0% | 22,761 | 0.0% | 0.00% | -50.0% | |
| DBRG | Exit | DIGITALBRIDGE GROUP INC | $0 | – | -11,690 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -5,307 | -100.0% | -0.04% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -8,231 | -100.0% | -0.04% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -3,413 | -100.0% | -0.04% | – |
| FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -4,038 | -100.0% | -0.04% | – |
| PAUG | Exit | INNOVATOR ETFS TRus eqty pwr bf | $0 | – | -6,900 | -100.0% | -0.04% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -822 | -100.0% | -0.04% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2,048 | -100.0% | -0.04% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -3,499 | -100.0% | -0.04% | – |
| FV | Exit | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $0 | – | -4,503 | -100.0% | -0.04% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -775 | -100.0% | -0.04% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,179 | -100.0% | -0.04% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -1,872 | -100.0% | -0.04% | – |
| Exit | WOLFSPEED INC | $0 | – | -2,000 | -100.0% | -0.04% | – | |
| BAUG | Exit | INNOVATOR ETFS TRus equt bufr aug | $0 | – | -7,015 | -100.0% | -0.04% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -2,118 | -100.0% | -0.04% | – |
| DE | Exit | DEERE & CO | $0 | – | -564 | -100.0% | -0.04% | – |
| ILTB | Exit | ISHARES TRcore lt usdb etf | $0 | – | -3,737 | -100.0% | -0.04% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -2,453 | -100.0% | -0.04% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,282 | -100.0% | -0.04% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -5,941 | -100.0% | -0.04% | – |
| THD | Exit | ISHARES INCmsci thailnd etf | $0 | – | -3,193 | -100.0% | -0.05% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -830 | -100.0% | -0.05% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -730 | -100.0% | -0.05% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -6,177 | -100.0% | -0.05% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,339 | -100.0% | -0.05% | – |
| IGN | Exit | ISHARES TRna tec multm etf | $0 | – | -3,510 | -100.0% | -0.05% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -5,511 | -100.0% | -0.05% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,033 | -100.0% | -0.05% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -10,619 | -100.0% | -0.05% | – |
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -3,490 | -100.0% | -0.05% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -3,830 | -100.0% | -0.05% | – |
| K | Exit | KELLOGG CO | $0 | – | -4,519 | -100.0% | -0.05% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -432 | -100.0% | -0.05% | – |
| RING | Exit | ISHARES INCmsci gbl gold mn | $0 | – | -9,800 | -100.0% | -0.06% | – |
| Exit | PROSHARES TRultrapro sht qqq | $0 | – | -10,304 | -100.0% | -0.06% | – | |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -5,775 | -100.0% | -0.06% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -2,759 | -100.0% | -0.07% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -4,832 | -100.0% | -0.07% | – |
| Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -10,800 | -100.0% | -0.07% | – | |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -6,469 | -100.0% | -0.07% | – |
| IYT | Exit | ISHARES TRus trsprtion | $0 | – | -1,486 | -100.0% | -0.08% | – |
| QID | Exit | PROSHARES TRultshrt qqq | $0 | – | -25,700 | -100.0% | -0.08% | – |
| EPHE | Exit | ISHARES TRmsci philips etf | $0 | – | -14,205 | -100.0% | -0.08% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -4,469 | -100.0% | -0.08% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,775 | -100.0% | -0.08% | – |
| CMRX | Exit | CHIMERIX INC | $0 | – | -106,000 | -100.0% | -0.09% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -14,802 | -100.0% | -0.10% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -3,115 | -100.0% | -0.11% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -3,826 | -100.0% | -0.11% | – |
| JEPI | Exit | J P MORGAN EXCHANGE-TRADED Fequity premium | $0 | – | -14,190 | -100.0% | -0.16% | – |
| LUB | Exit | LUBYS INC | $0 | – | -845,000 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q3 2023 | 9.9% |
| BK OF AMERICA CORP | 36 | Q3 2023 | 14.2% |
| ISHARES TR | 36 | Q3 2023 | 6.3% |
| ISHARES TR | 36 | Q3 2023 | 5.2% |
| WELLS FARGO CO NEW COM | 36 | Q3 2023 | 7.3% |
| EXXON MOBIL CORP COM | 36 | Q3 2023 | 11.0% |
| CITIGROUP INC COM NEW | 36 | Q3 2023 | 4.9% |
| CHEVRON CORP NEW COM | 36 | Q3 2023 | 2.3% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 2.3% |
| JPMORGAN CHASE & CO COM | 36 | Q3 2023 | 1.9% |
View Sunbelt Securities, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-12-11 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-21 |
| 13F-HR | 2022-10-03 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Sunbelt Securities, Inc.'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.