$219 Million is the total value of Bison Wealth, LLC's 475 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 10.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $12,718,000 | +3.2% | 89,877 | -0.1% | 5.81% | +7.9% |
| HD | Sell | HOME DEPOT INC | $6,389,000 | +1.8% | 19,463 | -1.1% | 2.92% | +6.5% |
| ARKK | Sell | ARK ETF TRinnovation etf | $6,085,000 | -19.6% | 55,051 | -18.8% | 2.78% | -15.9% |
| AMZN | Buy | AMAZON COM INC | $5,637,000 | -3.2% | 1,716 | +1.4% | 2.58% | +1.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,545,000 | +0.6% | 12,921 | +0.3% | 2.53% | +5.1% |
| MSFT | Sell | MICROSOFT CORP | $5,371,000 | -5.5% | 19,052 | -9.2% | 2.46% | -1.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,982,000 | +4.0% | 30,433 | -1.2% | 2.28% | +8.7% |
| VOO | Sell | VANGUARD INDEX FDS | $4,552,000 | -22.7% | 11,540 | -22.9% | 2.08% | -19.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $4,325,000 | -1.7% | 42,435 | -1.7% | 1.98% | +2.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $3,620,000 | +0.2% | 21,606 | -1.1% | 1.66% | +4.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,515,000 | +4.0% | 23,461 | +4.6% | 1.61% | +8.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,452,000 | +2.5% | 42,130 | +2.7% | 1.58% | +7.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,837,000 | -4.2% | 10,394 | -2.4% | 1.30% | +0.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,539,000 | +0.2% | 7,092 | -0.8% | 1.16% | +4.7% |
| SO | Buy | SOUTHERN CO | $2,518,000 | +7.8% | 40,627 | +5.2% | 1.15% | +12.7% |
| BAC | Sell | BK OF AMERICA CORP | $2,370,000 | +1.4% | 55,820 | -1.5% | 1.08% | +6.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,219,000 | -3.5% | 13,739 | -1.6% | 1.01% | +0.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,143,000 | -2.1% | 13,949 | -1.4% | 0.98% | +2.3% |
| T | Sell | AT&T INC | $2,082,000 | -7.8% | 77,099 | -1.7% | 0.95% | -3.5% |
| WPC | Buy | WP CAREY INC | $2,053,000 | -1.0% | 28,108 | +1.1% | 0.94% | +3.4% |
| WMT | Sell | WALMART INC | $1,929,000 | -5.1% | 13,837 | -4.0% | 0.88% | -0.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,851,000 | +3.4% | 8,337 | +3.8% | 0.85% | +8.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,852,000 | +7.1% | 695 | +0.7% | 0.85% | +11.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,731,000 | +2.9% | 17,742 | +4.1% | 0.79% | +7.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,616,000 | +15.0% | 3,596 | +1.3% | 0.74% | +20.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,549,000 | -5.8% | 26,343 | +1.1% | 0.71% | -1.5% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,539,000 | -9.3% | 39,330 | -7.1% | 0.70% | -5.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,508,000 | +7.3% | 4,459 | +9.5% | 0.69% | +12.2% |
| SPD | Buy | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $1,491,000 | +105.1% | 49,000 | +27.3% | 0.68% | +114.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,453,000 | -1.4% | 26,895 | +2.3% | 0.66% | +3.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,409,000 | +10.5% | 527 | +1.0% | 0.64% | +15.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,390,000 | -6.9% | 5,286 | -4.8% | 0.64% | -2.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,390,000 | +0.2% | 3,228 | +0.1% | 0.64% | +4.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,373,000 | -5.0% | 3,513 | -2.7% | 0.63% | -0.6% |
| FB | Buy | FACEBOOK INCcl a | $1,353,000 | +18.0% | 3,986 | +20.8% | 0.62% | +23.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,312,000 | +0.1% | 9,383 | -3.4% | 0.60% | +4.7% |
| GPN | Sell | GLOBAL PMTS INC | $1,306,000 | -16.1% | 8,290 | -0.1% | 0.60% | -12.2% |
| TIP | Buy | ISHARES TRtips bd etf | $1,273,000 | -0.2% | 9,968 | +0.0% | 0.58% | +4.3% |
| JQUA | Sell | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $1,271,000 | -2.5% | 31,046 | -2.5% | 0.58% | +1.9% |
| NEE | Buy | NEXTERA ENERGY INC | $1,248,000 | +8.6% | 15,888 | +1.3% | 0.57% | +13.5% |
| DIS | Sell | DISNEY WALT CO | $1,240,000 | -18.8% | 7,328 | -15.7% | 0.57% | -15.1% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,163,000 | -14.9% | 34,824 | -14.1% | 0.53% | -11.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,146,000 | -8.8% | 21,998 | -5.7% | 0.52% | -4.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,121,000 | -1.2% | 10,270 | +2.2% | 0.51% | +3.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,099,000 | -21.4% | 3,161 | -17.5% | 0.50% | -17.8% |
| KO | Sell | COCA COLA CO | $1,078,000 | -3.1% | 20,538 | -0.2% | 0.49% | +1.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,069,000 | -8.5% | 3,098 | +0.3% | 0.49% | -4.3% |
| PFE | Sell | PFIZER INC | $1,043,000 | +8.9% | 24,252 | -0.8% | 0.48% | +13.8% |
| TFC | Sell | TRUIST FINL CORP | $1,040,000 | -0.1% | 17,727 | -5.5% | 0.48% | +4.4% |
| GLD | Buy | SPDR GOLD TR | $1,031,000 | 0.0% | 6,276 | +0.8% | 0.47% | +4.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $997,000 | -9.1% | 29,917 | -0.7% | 0.46% | -5.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $916,000 | -15.0% | 3,522 | -4.8% | 0.42% | -11.0% |
| ABT | Sell | ABBOTT LABS | $889,000 | -25.9% | 7,524 | -27.3% | 0.41% | -22.7% |
| MRK | Sell | MERCK & CO INC | $889,000 | -5.0% | 11,835 | -1.6% | 0.41% | -0.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $884,000 | -6.8% | 4,857 | +6.4% | 0.40% | -2.7% |
| NVDA | Buy | NVIDIA CORPORATION | $885,000 | +7.4% | 4,270 | +315.0% | 0.40% | +12.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $866,000 | -1.3% | 8,326 | -1.3% | 0.40% | +3.4% |
| ORCL | Sell | ORACLE CORP | $853,000 | +8.5% | 9,787 | -3.1% | 0.39% | +13.4% |
| CSCO | Buy | CISCO SYS INC | $851,000 | +3.2% | 15,627 | +0.4% | 0.39% | +7.8% |
| PEP | Sell | PEPSICO INC | $850,000 | -3.2% | 5,649 | -4.6% | 0.39% | +1.0% |
| GIS | Buy | GENERAL MLS INC | $850,000 | +0.2% | 14,217 | +2.2% | 0.39% | +4.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $846,000 | -2.3% | 2,109 | -2.9% | 0.39% | +2.1% |
| ABBV | Sell | ABBVIE INC | $844,000 | -6.4% | 7,828 | -2.3% | 0.39% | -2.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $828,000 | +9.5% | 2,589 | +0.9% | 0.38% | +14.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $826,000 | +3.9% | 3,779 | -37.2% | 0.38% | +8.6% |
| V | Sell | VISA INC | $805,000 | -30.2% | 3,612 | -26.8% | 0.37% | -27.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $804,000 | -57.5% | 8,169 | -57.3% | 0.37% | -55.6% |
| DHR | Sell | DANAHER CORPORATION | $770,000 | -31.4% | 2,529 | -39.5% | 0.35% | -28.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $760,000 | -6.7% | 7,591 | -3.0% | 0.35% | -2.5% |
| MDXG | Buy | MIMEDX GROUP INC | $760,000 | -47.7% | 125,390 | +8.0% | 0.35% | -45.4% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $748,000 | -9.1% | 10,069 | -7.4% | 0.34% | -5.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $749,000 | +11.5% | 3,402 | +9.5% | 0.34% | +16.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $746,000 | -0.3% | 3,020 | -0.2% | 0.34% | +4.3% |
| RPM | RPM INTL INC | $699,000 | -12.4% | 9,000 | 0.0% | 0.32% | -8.6% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $683,000 | -52.9% | 2,493 | -53.3% | 0.31% | -50.8% |
| CVX | Sell | CHEVRON CORP NEW | $675,000 | -8.8% | 6,651 | -5.9% | 0.31% | -4.6% |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $673,000 | -2.0% | 8,783 | 0.0% | 0.31% | +2.7% | |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $674,000 | -1.0% | 13,341 | +0.9% | 0.31% | +3.4% |
| CMA | COMERICA INC | $663,000 | +12.9% | 8,234 | 0.0% | 0.30% | +17.9% | |
| TMFC | Sell | RBB FD INCmotley fol etf | $643,000 | -0.2% | 16,135 | -0.8% | 0.29% | +4.3% |
| MDT | Sell | MEDTRONIC PLC | $631,000 | -3.2% | 5,033 | -4.1% | 0.29% | +1.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $615,000 | +1.8% | 4,427 | +7.5% | 0.28% | +6.4% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $606,000 | -8.9% | 15,659 | -7.1% | 0.28% | -4.8% |
| SPY | New | SPDR S&P 500 ETF TRcall | $601,000 | – | 1,400 | +100.0% | 0.28% | – |
| INTC | Sell | INTEL CORP | $599,000 | -9.8% | 11,239 | -5.0% | 0.27% | -5.5% |
| WFC | Buy | WELLS FARGO CO NEW | $597,000 | +4.4% | 12,869 | +1.8% | 0.27% | +9.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $596,000 | -5.8% | 6,283 | -1.6% | 0.27% | -1.8% |
| ENB | Buy | ENBRIDGE INC | $585,000 | +99.7% | 14,704 | +100.9% | 0.27% | +108.6% |
| ALK | Buy | ALASKA AIR GROUP INC | $583,000 | -2.7% | 9,956 | +0.2% | 0.27% | +1.5% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $570,000 | -1.9% | 5,595 | -0.2% | 0.26% | +2.8% |
| TJX | Buy | TJX COS INC NEW | $567,000 | 0.0% | 8,596 | +2.2% | 0.26% | +4.4% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $566,000 | -7.4% | 1,269 | -2.3% | 0.26% | -3.0% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $565,000 | +36.8% | 5,350 | -61.2% | 0.26% | +42.5% |
| LOW | Sell | LOWES COS INC | $562,000 | -7.1% | 2,770 | -11.2% | 0.26% | -3.0% |
| MCD | Sell | MCDONALDS CORP | $561,000 | +3.3% | 2,327 | -1.0% | 0.26% | +8.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $559,000 | -1.6% | 5,592 | -0.4% | 0.26% | +2.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $558,000 | -5.4% | 1,900 | +0.3% | 0.26% | -1.2% |
| DVY | Sell | ISHARES TRselect divid etf | $556,000 | -16.0% | 4,847 | -14.6% | 0.25% | -12.1% |
| MS | Sell | MORGAN STANLEY | $541,000 | +3.6% | 5,564 | -2.2% | 0.25% | +8.3% |
| CRM | Buy | SALESFORCE COM INC | $538,000 | +11.4% | 1,985 | +0.3% | 0.25% | +16.6% |
| TGT | Sell | TARGET CORP | $539,000 | -6.4% | 2,355 | -1.3% | 0.25% | -2.4% |
| PRU | Sell | PRUDENTIAL FINL INC | $535,000 | +2.5% | 5,083 | -0.3% | 0.24% | +7.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $530,000 | +7.3% | 8,300 | +6.2% | 0.24% | +12.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $527,000 | -38.9% | 3,365 | -38.1% | 0.24% | -36.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $526,000 | +0.4% | 5,086 | +1.6% | 0.24% | +4.8% |
| TSLA | Sell | TESLA INC | $520,000 | -0.8% | 671 | -13.0% | 0.24% | +3.9% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $521,000 | -0.6% | 6,099 | 0.0% | 0.24% | +3.9% | |
| HON | Buy | HONEYWELL INTL INC | $515,000 | -3.0% | 2,427 | +0.3% | 0.24% | +1.3% |
| AMGN | Sell | AMGEN INC | $514,000 | -16.4% | 2,417 | -4.3% | 0.24% | -12.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $508,000 | -5.2% | 10,086 | +3.8% | 0.23% | -0.9% |
| WM | Sell | WASTE MGMT INC DEL | $499,000 | +3.5% | 3,340 | -3.0% | 0.23% | +8.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $497,000 | +1.2% | 3,326 | +0.0% | 0.23% | +5.6% |
| AMAT | Sell | APPLIED MATLS INC | $493,000 | -10.8% | 3,830 | -1.3% | 0.22% | -7.0% |
| PPL | Buy | PPL CORP | $490,000 | +2.7% | 17,581 | +3.2% | 0.22% | +7.2% |
| TSCO | Buy | TRACTOR SUPPLY CO | $488,000 | +30.5% | 2,407 | +19.7% | 0.22% | +36.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $488,000 | -10.9% | 2,818 | +0.3% | 0.22% | -7.1% |
| SYK | Sell | STRYKER CORPORATION | $489,000 | -26.6% | 1,856 | -27.6% | 0.22% | -23.4% |
| SPSB | Buy | SPDR SER TRportfolio short | $483,000 | +5.5% | 15,457 | +5.7% | 0.22% | +10.5% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $473,000 | +8.2% | 18,828 | +8.1% | 0.22% | +13.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $469,000 | +2.6% | 2,395 | +0.1% | 0.21% | +7.0% |
| EMR | Buy | EMERSON ELEC CO | $469,000 | -2.1% | 4,978 | +0.0% | 0.21% | +2.4% |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $464,000 | -1.9% | 24,500 | 0.0% | 0.21% | +2.4% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $459,000 | -0.2% | 6,204 | -1.9% | 0.21% | +4.5% |
| GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $460,000 | +16.5% | 18,772 | +17.3% | 0.21% | +21.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $460,000 | -1.1% | 957 | +0.9% | 0.21% | +3.4% |
| EW | EDWARDS LIFESCIENCES CORP | $449,000 | +9.2% | 3,969 | 0.0% | 0.20% | +13.9% | |
| ARCC | Buy | ARES CAPITAL CORP | $444,000 | +7.2% | 21,862 | +3.5% | 0.20% | +12.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $442,000 | -17.7% | 8,837 | -10.7% | 0.20% | -14.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $432,000 | -5.1% | 5,720 | +2.3% | 0.20% | -1.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $430,000 | -9.5% | 1,814 | -9.3% | 0.20% | -5.3% |
| BCE | BCE INC | $427,000 | +1.4% | 8,527 | 0.0% | 0.20% | +6.0% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $424,000 | +20.8% | 9,188 | +23.6% | 0.19% | +26.8% |
| SBUX | Buy | STARBUCKS CORP | $424,000 | +2.2% | 3,841 | +3.5% | 0.19% | +7.2% |
| MO | Sell | ALTRIA GROUP INC | $422,000 | -23.6% | 9,272 | -19.9% | 0.19% | -19.9% |
| QCOM | Sell | QUALCOMM INC | $422,000 | -17.3% | 3,274 | -8.3% | 0.19% | -13.5% |
| VXX | Buy | BARCLAYS BANK PLCipth sr b s&p | $417,000 | +5.8% | 15,000 | +12.1% | 0.19% | +11.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $418,000 | -41.5% | 1,575 | -40.5% | 0.19% | -39.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $415,000 | -1.4% | 5,310 | +0.0% | 0.19% | +3.3% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $415,000 | +0.7% | 5,262 | +0.2% | 0.19% | +5.6% |
| Sell | FLAHERTY & CRUMRINE DYNAMIC | $416,000 | -20.0% | 14,443 | -18.7% | 0.19% | -16.3% | |
| TXN | Sell | TEXAS INSTRS INC | $413,000 | -1.7% | 2,147 | -1.6% | 0.19% | +2.7% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $411,000 | -2.1% | 2,960 | +8.5% | 0.19% | +2.2% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $403,000 | +36.6% | 15,665 | +37.1% | 0.18% | +42.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $394,000 | 0.0% | 5,362 | +0.1% | 0.18% | +4.7% |
| DOW | Buy | DOW INC | $386,000 | -2.8% | 6,712 | +7.1% | 0.18% | +1.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $385,000 | -19.3% | 1,609 | -10.6% | 0.18% | -15.8% |
| JIG | Buy | J P MORGAN EXCHANGE-TRADED Finternl gwt | $381,000 | +26.2% | 5,017 | +29.8% | 0.17% | +31.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $379,000 | +1.1% | 2,862 | +2.1% | 0.17% | +5.5% |
| FSK | FS KKR CAP CORP | $374,000 | +2.5% | 16,969 | 0.0% | 0.17% | +6.9% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $374,000 | +3.6% | 1,272 | +0.9% | 0.17% | +8.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $369,000 | -9.1% | 4,963 | -8.5% | 0.17% | -5.1% |
| BLK | BLACKROCK INC | $368,000 | -4.2% | 439 | 0.0% | 0.17% | 0.0% | |
| GLAD | GLADSTONE CAPITAL CORP | $366,000 | -1.1% | 32,380 | 0.0% | 0.17% | +3.1% | |
| GPC | Sell | GENUINE PARTS CO | $364,000 | -7.1% | 2,999 | -3.2% | 0.17% | -2.9% |
| SSB | SOUTHSTATE CORPORATION | $361,000 | -8.6% | 4,834 | 0.0% | 0.16% | -4.6% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $358,000 | -19.4% | 7,097 | -19.3% | 0.16% | -15.5% |
| D | Sell | DOMINION ENERGY INC | $357,000 | -3.8% | 4,894 | -3.0% | 0.16% | +0.6% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $345,000 | +1.5% | 4,123 | +0.7% | 0.16% | +6.0% |
| USB | Sell | US BANCORP DEL | $346,000 | +3.9% | 5,824 | -0.5% | 0.16% | +8.2% |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $343,000 | -2.6% | 17,638 | +0.1% | 0.16% | +1.9% |
| ALL | ALLSTATE CORP | $339,000 | -2.3% | 2,659 | 0.0% | 0.16% | +2.0% | |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $340,000 | -2.3% | 8,888 | +1.8% | 0.16% | +2.0% |
| CAT | Buy | CATERPILLAR INC | $338,000 | -8.9% | 1,760 | +3.3% | 0.15% | -4.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $338,000 | -3.7% | 895 | -3.2% | 0.15% | +0.7% |
| DGRO | ISHARES TRcore div grwth | $334,000 | -0.3% | 6,645 | 0.0% | 0.15% | +4.8% | |
| TYL | Sell | TYLER TECHNOLOGIES INC | $328,000 | -3.2% | 715 | -4.7% | 0.15% | +1.4% |
| SFYF | TIDAL ETF TRsofi social 50 | $328,000 | -5.7% | 8,701 | 0.0% | 0.15% | -1.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $319,000 | +0.6% | 1,595 | 0.0% | 0.15% | +5.0% | |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $317,000 | +33.8% | 7,420 | +37.8% | 0.14% | +39.4% |
| SLV | Buy | ISHARES SILVER TRishares | $316,000 | -15.3% | 15,417 | +0.1% | 0.14% | -11.7% |
| CCD | Sell | CALAMOS DYNAMIC CONV & INCOM | $311,000 | -4.3% | 10,212 | -1.9% | 0.14% | 0.0% |
| SNPS | SYNOPSYS INC | $310,000 | +8.8% | 1,034 | 0.0% | 0.14% | +13.6% | |
| MICT | Sell | MICT INC | $309,000 | -48.2% | 199,256 | -21.8% | 0.14% | -46.0% |
| MMM | Buy | 3M CO | $299,000 | -3.5% | 1,707 | +9.5% | 0.14% | +0.7% |
| VDE | VANGUARD WORLD FDSenergy etf | $295,000 | -2.6% | 3,992 | 0.0% | 0.14% | +2.3% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $293,000 | -3.9% | 2,494 | +0.0% | 0.13% | +0.8% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $294,000 | -48.3% | 5,481 | -48.3% | 0.13% | -46.2% |
| LYB | LYONDELLBASELL INDUSTRIES N | $292,000 | -8.8% | 3,113 | 0.0% | 0.13% | -5.0% | |
| INTU | Sell | INTUIT | $286,000 | -47.2% | 531 | -52.0% | 0.13% | -44.7% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $284,000 | -36.3% | 3,584 | -35.0% | 0.13% | -33.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $282,000 | +7.2% | 1,759 | +11.0% | 0.13% | +12.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $283,000 | -27.2% | 2,468 | -26.7% | 0.13% | -24.1% |
| CLX | Sell | CLOROX CO DEL | $283,000 | -10.2% | 1,707 | -2.6% | 0.13% | -6.5% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $277,000 | +1.1% | 7,385 | -1.3% | 0.13% | +5.8% |
| C | Buy | CITIGROUP INC | $277,000 | +7.4% | 3,944 | +8.3% | 0.13% | +12.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $273,000 | -1.8% | 3,175 | -2.7% | 0.12% | +2.5% |
| HIE | Buy | MILLER HOWARD HIGH INC EQTY | $274,000 | +10.5% | 27,862 | +17.7% | 0.12% | +15.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $272,000 | -3.5% | 7,006 | -2.2% | 0.12% | +0.8% |
| NFLX | NETFLIX INC | $269,000 | +15.5% | 441 | 0.0% | 0.12% | +20.6% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $270,000 | -10.6% | 12,475 | -0.2% | 0.12% | -6.8% |
| New | GENERAL ELECTRIC CO | $266,000 | – | 2,583 | +100.0% | 0.12% | – | |
| AMH | New | AMERICAN HOMES 4 RENTcall | $267,000 | – | 7,000 | +100.0% | 0.12% | – |
| NKE | NIKE INCcl b | $267,000 | -6.0% | 1,836 | 0.0% | 0.12% | -1.6% | |
| GOOGL | New | ALPHABET INCcall | $267,000 | – | 100 | +100.0% | 0.12% | – |
| COP | Buy | CONOCOPHILLIPS | $265,000 | +11.3% | 3,913 | +0.1% | 0.12% | +16.3% |
| BDX | Sell | BECTON DICKINSON & CO | $264,000 | -5.0% | 1,075 | -6.1% | 0.12% | -0.8% |
| IEX | IDEX CORP | $263,000 | -5.7% | 1,270 | 0.0% | 0.12% | -1.6% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $263,000 | -16.5% | 4,439 | -5.7% | 0.12% | -13.0% |
| BA | Buy | BOEING CO | $261,000 | -6.1% | 1,188 | +2.2% | 0.12% | -2.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $259,000 | -7.5% | 1,252 | +0.1% | 0.12% | -3.3% |
| MAR | MARRIOTT INTL INC NEWcl a | $257,000 | +8.4% | 1,737 | 0.0% | 0.12% | +12.5% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $253,000 | -3.8% | 3,199 | +0.0% | 0.12% | +0.9% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $249,000 | +36.1% | 18,019 | +38.4% | 0.11% | +42.5% |
| UNP | Sell | UNION PAC CORP | $249,000 | -54.1% | 1,268 | -48.5% | 0.11% | -51.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $249,000 | -36.3% | 1,683 | -2.5% | 0.11% | -33.3% |
| WRB | BERKLEY W R CORP | $245,000 | -1.6% | 3,352 | 0.0% | 0.11% | +2.8% | |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITI | $245,000 | +2.5% | 10,835 | +4.8% | 0.11% | +7.7% |
| PSQ | Sell | PROSHARES TRshort qqq new | $245,000 | -52.0% | 20,124 | -51.1% | 0.11% | -49.8% |
| NVO | NOVO-NORDISK A Sadr | $243,000 | +14.6% | 2,531 | 0.0% | 0.11% | +19.4% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $243,000 | -17.6% | 4,345 | -16.1% | 0.11% | -14.0% |
| PAYX | PAYCHEX INC | $241,000 | +4.8% | 2,144 | 0.0% | 0.11% | +8.9% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $237,000 | 0.0% | 2,327 | 0.0% | 0.11% | +3.8% | |
| IEMG | ISHARES INCcore msci emkt | $232,000 | -7.6% | 3,753 | 0.0% | 0.11% | -3.6% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $223,000 | -0.4% | 4,517 | 0.0% | 0.10% | +4.1% | |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $224,000 | -4.3% | 4,044 | -0.6% | 0.10% | 0.0% |
| EBAY | Sell | EBAY INC. | $217,000 | -13.2% | 3,113 | -12.6% | 0.10% | -9.2% |
| FDUS | Buy | FIDUS INVT CORP | $217,000 | +3.3% | 12,445 | +0.9% | 0.10% | +7.6% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $215,000 | – | 376 | +100.0% | 0.10% | – |
| AON | New | AON PLC | $213,000 | – | 744 | +100.0% | 0.10% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $213,000 | +0.9% | 1,005 | +3.3% | 0.10% | +5.4% |
| F | Sell | FORD MTR CO DEL | $209,000 | -5.9% | 14,732 | -1.5% | 0.10% | -1.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $210,000 | -20.5% | 4,923 | -19.2% | 0.10% | -16.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $207,000 | -9.2% | 3,566 | -2.3% | 0.10% | -5.0% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $205,000 | 0.0% | 4,040 | +0.2% | 0.09% | +4.4% |
| VCR | VANGUARD WORLD FDSconsum dis etf | $203,000 | -1.0% | 654 | 0.0% | 0.09% | +3.3% | |
| IP | Buy | INTERNATIONAL PAPER CO | $202,000 | -5.6% | 3,604 | +3.4% | 0.09% | -2.1% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $202,000 | -1.9% | 1,126 | 0.0% | 0.09% | +2.2% | |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $200,000 | -13.8% | 2,358 | -4.1% | 0.09% | -9.9% |
| VSDA | Sell | VICTORY PORTFOLIOS II | $198,000 | -15.4% | 4,593 | -13.2% | 0.09% | -11.8% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $191,000 | 0.0% | 1,834 | 0.0% | 0.09% | +3.6% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $191,000 | +1.1% | 1,498 | +0.1% | 0.09% | +4.8% |
| MMU | New | WESTERN ASSET MANAGED MUNS F | $190,000 | – | 14,210 | +100.0% | 0.09% | – |
| IWM | ISHARES TRrussell 2000 etf | $191,000 | -4.5% | 874 | 0.0% | 0.09% | 0.0% | |
| ILCB | ISHARES TRmorningstr us eq | $191,000 | 0.0% | 3,141 | 0.0% | 0.09% | +3.6% | |
| PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $183,000 | +35.6% | 23,770 | +63.1% | 0.08% | +42.4% |
| DRI | Buy | DARDEN RESTAURANTS INC | $179,000 | +10.5% | 18,602 | +0.4% | 0.08% | +15.5% |
| ESGU | ISHARES TResg awr msci usa | $179,000 | 0.0% | 1,821 | 0.0% | 0.08% | +5.1% | |
| FEN | Sell | FIRST TR ENERGY INCOME & GRO | $173,000 | -9.9% | 12,739 | -3.8% | 0.08% | -6.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $170,000 | -22.4% | 5,570 | -16.3% | 0.08% | -18.8% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $171,000 | -21.2% | 5,555 | -18.5% | 0.08% | -17.9% |
| OVB | Sell | LISTED FD TRshares core bd | $171,000 | -37.4% | 6,594 | -36.6% | 0.08% | -34.5% |
| MSFT | New | MICROSOFT CORPcall | $169,000 | – | 600 | +100.0% | 0.08% | – |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $166,000 | -0.6% | 926 | -1.1% | 0.08% | +4.1% |
| WMT | New | WALMART INCcall | $167,000 | – | 1,200 | +100.0% | 0.08% | – |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVE | $167,000 | +0.6% | 12,001 | +1.8% | 0.08% | +4.1% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $165,000 | -49.4% | 1,600 | -48.3% | 0.08% | -47.6% |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $161,000 | 0.0% | 16,098 | +1.9% | 0.07% | +5.7% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $161,000 | +1.3% | 605 | 0.0% | 0.07% | +5.7% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $160,000 | -4.2% | 5,518 | 0.0% | 0.07% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $160,000 | -1.2% | 2,366 | 0.0% | 0.07% | +2.8% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $159,000 | +2.6% | 1,715 | 0.0% | 0.07% | +7.4% | |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $157,000 | -9.8% | 3,116 | -6.5% | 0.07% | -5.3% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $156,000 | +5.4% | 2,830 | +6.0% | 0.07% | +9.2% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $153,000 | -0.6% | 6,940 | -0.1% | 0.07% | +4.5% |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $151,000 | -1.3% | 1,073 | 0.0% | 0.07% | +3.0% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $150,000 | 0.0% | 1,486 | -1.3% | 0.07% | +4.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $149,000 | -3.9% | 2,443 | -3.9% | 0.07% | 0.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $142,000 | 0.0% | 2,319 | +0.0% | 0.06% | +4.8% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $136,000 | -12.3% | 1,978 | -10.9% | 0.06% | -8.8% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $134,000 | +4.7% | 696 | 0.0% | 0.06% | +8.9% | |
| V | New | VISA INCcall | $134,000 | – | 600 | +100.0% | 0.06% | – |
| DEM | WISDOMTREE TRemer mkt high fd | $131,000 | -4.4% | 3,000 | 0.0% | 0.06% | 0.0% | |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $128,000 | – | 3,354 | +100.0% | 0.06% | – |
| ORLY | OREILLY AUTOMOTIVE INC | $128,000 | +5.8% | 32,493 | 0.0% | 0.06% | +11.3% | |
| MUB | Sell | ISHARES TRnational mun etf | $127,000 | -22.1% | 1,093 | -21.5% | 0.06% | -18.3% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $127,000 | -44.8% | 980 | -43.5% | 0.06% | -42.6% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $125,000 | -27.3% | 1,514 | -27.2% | 0.06% | -24.0% |
| EFA | ISHARES TRmsci eafe etf | $120,000 | -0.8% | 1,539 | 0.0% | 0.06% | +3.8% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $118,000 | +1.7% | 798 | 0.0% | 0.05% | +5.9% | |
| IBB | Buy | ISHARES TRishares biotech | $119,000 | +13.3% | 738 | +14.8% | 0.05% | +17.4% |
| KBE | Buy | SPDR SER TRs&p bk etf | $116,000 | +13.7% | 2,196 | +10.0% | 0.05% | +17.8% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $112,000 | -4.3% | 1,143 | 0.0% | 0.05% | 0.0% | |
| DON | Sell | WISDOMTREE TRus midcap divid | $110,000 | -20.9% | 2,645 | -20.3% | 0.05% | -18.0% |
| LQD | ISHARES TRiboxx inv cp etf | $107,000 | -1.8% | 808 | 0.0% | 0.05% | +2.1% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $108,000 | -0.9% | 1,992 | 0.0% | 0.05% | +2.1% | |
| MA | New | MASTERCARD INCORPORATEDcall | $104,000 | – | 300 | +100.0% | 0.05% | – |
| ICLN | Sell | ISHARES TRgl clean ene etf | $106,000 | -9.4% | 4,916 | -1.0% | 0.05% | -5.9% |
| XME | New | SPDR SER TRcall | $104,000 | – | 2,500 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INCcall | $102,000 | – | 300 | +100.0% | 0.05% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $103,000 | +33.8% | 1,614 | +32.5% | 0.05% | +38.2% |
| NOK | Buy | NOKIA CORPsponsored adr | $100,000 | +7.5% | 18,425 | +5.7% | 0.05% | +12.2% |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $98,000 | +5.4% | 14,869 | 0.0% | 0.04% | +9.8% | |
| IWS | ISHARES TRrus mdcp val etf | $98,000 | -2.0% | 868 | 0.0% | 0.04% | +2.3% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $98,000 | -5.8% | 11,450 | 0.0% | 0.04% | 0.0% | |
| ME | Sell | 23ANDME HOLDING CO | $96,000 | -23.2% | 10,625 | -0.7% | 0.04% | -20.0% |
| XME | SPDR SER TRs&p metals mng | $96,000 | -3.0% | 2,300 | 0.0% | 0.04% | +2.3% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $95,000 | -3.1% | 564 | 0.0% | 0.04% | 0.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $94,000 | -1.1% | 6,232 | 0.0% | 0.04% | +2.4% | |
| VOX | Sell | VANGUARD WORLD FDS | $91,000 | -5.2% | 645 | -3.0% | 0.04% | 0.0% |
| PFIX | New | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $87,000 | – | 2,147 | +100.0% | 0.04% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $87,000 | -1.1% | 645 | +0.8% | 0.04% | +5.3% |
| ITB | ISHARES TRus home cons etf | $86,000 | -4.4% | 1,301 | 0.0% | 0.04% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $86,000 | 0.0% | 806 | 0.0% | 0.04% | +2.6% | |
| VPU | VANGUARD WORLD FDSutilities etf | $80,000 | 0.0% | 575 | 0.0% | 0.04% | +5.7% | |
| CFA | VICTORY PORTFOLIOS II | $76,000 | -1.3% | 1,075 | 0.0% | 0.04% | +2.9% | |
| XLK | New | SELECT SECTOR SPDR TRcall | $75,000 | – | 500 | +100.0% | 0.03% | – |
| ARKX | ARK ETF TRark space expl | $75,000 | -7.4% | 3,836 | 0.0% | 0.03% | -2.9% | |
| ARKF | ARK ETF TRfintech innova | $73,000 | -8.8% | 1,483 | 0.0% | 0.03% | -5.7% | |
| ESGE | ISHARES INCesg awr msci em | $70,000 | -7.9% | 1,687 | 0.0% | 0.03% | -3.0% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $69,000 | -14.8% | 1,110 | -14.0% | 0.03% | -8.6% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $70,000 | -1.4% | 505 | +0.2% | 0.03% | +3.2% |
| IGOV | ISHARES TRintl trea bd etf | $67,000 | -1.5% | 1,306 | 0.0% | 0.03% | +3.3% | |
| ARKQ | ARK ETF TRautnmus technlgy | $68,000 | -9.3% | 874 | 0.0% | 0.03% | -6.1% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $65,000 | 0.0% | 721 | 0.0% | 0.03% | +7.1% | |
| GPN | New | GLOBAL PMTS INCcall | $63,000 | – | 400 | +100.0% | 0.03% | – |
| VIS | VANGUARD WORLD FDSindustrial etf | $59,000 | -4.8% | 315 | 0.0% | 0.03% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $54,000 | -19.4% | 722 | 0.0% | 0.02% | -13.8% | |
| MBB | Sell | ISHARES TRmbs etf | $55,000 | -8.3% | 505 | -9.0% | 0.02% | -3.8% |
| IHF | ISHARES TRus hlthcr pr etf | $54,000 | -3.6% | 212 | 0.0% | 0.02% | +4.2% | |
| ABBV | New | ABBVIE INCcall | $54,000 | – | 500 | +100.0% | 0.02% | – |
| IRBO | ISHARES TRrobotics artif | $52,000 | -7.1% | 1,238 | 0.0% | 0.02% | 0.0% | |
| TOLZ | Buy | PROSHARES TRdj brkfld glb | $53,000 | +89.3% | 1,184 | +94.1% | 0.02% | +100.0% |
| ZTS | Sell | ZOETIS INCcl a | $53,000 | -1.9% | 12,395 | -0.1% | 0.02% | 0.0% |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $51,000 | -1.9% | 2,300 | 0.0% | 0.02% | 0.0% | |
| GNOM | GLOBAL X FDSgenomic biotech | $51,000 | -12.1% | 2,320 | 0.0% | 0.02% | -8.0% | |
| SLV | New | ISHARES SILVER TRcall | $51,000 | – | 2,500 | +100.0% | 0.02% | – |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $51,000 | -5.6% | 1,117 | -5.0% | 0.02% | -4.2% |
| IGSB | Sell | ISHARES TR | $49,000 | -5.8% | 891 | -6.5% | 0.02% | -4.3% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $48,000 | +380.0% | 1,900 | +375.0% | 0.02% | +450.0% |
| DXD | PROSHARES TR | $48,000 | +2.1% | 5,000 | 0.0% | 0.02% | +4.8% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $47,000 | -4.1% | 168 | 0.0% | 0.02% | 0.0% | |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $47,000 | +51.6% | 1,206 | +56.2% | 0.02% | +50.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $46,000 | 0.0% | 195 | 0.0% | 0.02% | +5.0% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $46,000 | -22.0% | 421 | -19.8% | 0.02% | -19.2% |
| TFI | SPDR SER TRnuveen brc munic | $44,000 | 0.0% | 847 | 0.0% | 0.02% | +5.3% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $43,000 | -2.3% | 565 | 0.0% | 0.02% | +5.3% | |
| VLUE | ISHARES TRmsci usa value | $43,000 | -4.4% | 430 | 0.0% | 0.02% | 0.0% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $42,000 | +31.2% | 482 | +30.3% | 0.02% | +35.7% |
| SLYV | SPDR SER TRs&p 600 smcp val | $41,000 | -4.7% | 500 | 0.0% | 0.02% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $40,000 | -2.4% | 600 | 0.0% | 0.02% | 0.0% | |
| PWB | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $39,000 | -36.1% | 525 | -35.6% | 0.02% | -33.3% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $39,000 | -4.9% | 577 | -8.0% | 0.02% | 0.0% |
| JPME | J P MORGAN EXCHANGE-TRADED Fdiversfed rtrn | $39,000 | -2.5% | 450 | 0.0% | 0.02% | +5.9% | |
| XLC | SELECT SECTOR SPDR TR | $39,000 | 0.0% | 486 | 0.0% | 0.02% | +5.9% | |
| JPUS | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $37,000 | 0.0% | 381 | 0.0% | 0.02% | +6.2% | |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $38,000 | -37.7% | 472 | -31.1% | 0.02% | -37.0% |
| EMNT | Sell | PIMCO ETF TRenhancd short | $38,000 | -20.8% | 380 | -20.8% | 0.02% | -19.0% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $37,000 | +2.8% | 1,149 | +3.0% | 0.02% | +6.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $36,000 | 0.0% | 642 | +500.0% | 0.02% | 0.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $36,000 | +227.3% | 402 | +219.0% | 0.02% | +220.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $36,000 | +5.9% | 981 | +2.2% | 0.02% | +6.7% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $34,000 | +47.8% | 409 | +27.8% | 0.02% | +60.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $36,000 | 0.0% | 521 | +0.4% | 0.02% | 0.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $35,000 | -57.8% | 370 | -57.6% | 0.02% | -55.6% |
| TLT | ISHARES TR20 yr tr bd etf | $32,000 | 0.0% | 222 | 0.0% | 0.02% | +7.1% | |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $32,000 | +3.2% | 510 | +500.0% | 0.02% | +7.1% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $30,000 | +3.4% | 100 | 0.0% | 0.01% | +7.7% | |
| GOVT | ISHARES TRus treas bd etf | $30,000 | 0.0% | 1,146 | 0.0% | 0.01% | +7.7% | |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $31,000 | -29.5% | 571 | -28.2% | 0.01% | -26.3% |
| EWJ | ISHARES INCmsci jpn etf new | $29,000 | +3.6% | 412 | 0.0% | 0.01% | +8.3% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $28,000 | -9.7% | 854 | -8.6% | 0.01% | -7.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $28,000 | 0.0% | 540 | +4.2% | 0.01% | +8.3% |
| OVL | LISTED FD TRshares lag cap | $28,000 | 0.0% | 755 | 0.0% | 0.01% | +8.3% | |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $28,000 | 0.0% | 27,527 | 0.0% | 0.01% | +8.3% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $29,000 | 0.0% | 565 | 0.0% | 0.01% | 0.0% | |
| BIL | SPDR SER TRspdr bloomberg | $26,000 | 0.0% | 287 | 0.0% | 0.01% | +9.1% | |
| IGIB | ISHARES TR | $27,000 | 0.0% | 444 | 0.0% | 0.01% | 0.0% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $27,000 | -75.7% | 266 | -74.7% | 0.01% | -75.5% |
| DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $26,000 | -3.7% | 300 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $27,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
| PYPL | New | PAYPAL HLDGS INCcall | $26,000 | – | 100 | +100.0% | 0.01% | – |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $23,000 | -14.8% | 437 | -12.9% | 0.01% | -8.3% |
| SCZ | ISHARES TReafe sml cp etf | $25,000 | 0.0% | 331 | 0.0% | 0.01% | 0.0% | |
| MPAA | MOTORCAR PTS AMER INC | $25,000 | 0.0% | 25,142 | 0.0% | 0.01% | 0.0% | |
| SF | STIFEL FINL CORP | $23,000 | 0.0% | 22,853 | 0.0% | 0.01% | +10.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $23,000 | -4.2% | 148 | 0.0% | 0.01% | +10.0% | |
| SPUS | Buy | TIDAL ETF TRsp fds s&p 500 | $25,000 | +13.6% | 870 | +12.8% | 0.01% | +10.0% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $25,000 | -89.7% | 562 | -89.8% | 0.01% | -89.6% |
| ERUS | ISHARES INCmsci russia etf | $21,000 | +10.5% | 440 | 0.0% | 0.01% | +25.0% | |
| IDV | New | ISHARES TRintl sel div etf | $22,000 | – | 712 | +100.0% | 0.01% | – |
| HYG | ISHARES TRiboxx hi yd etf | $22,000 | 0.0% | 255 | 0.0% | 0.01% | 0.0% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $22,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% | |
| MIDD | MIDDLEBY CORP | $20,000 | 0.0% | 20,314 | 0.0% | 0.01% | 0.0% | |
| IGV | Sell | ISHARES TRexpanded tech | $19,000 | -5.0% | 47 | -9.6% | 0.01% | 0.0% |
| MILN | GLOBAL X FDSmillennial consu | $19,000 | 0.0% | 450 | 0.0% | 0.01% | +12.5% | |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $19,000 | -5.0% | 717 | 0.0% | 0.01% | 0.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $19,000 | -5.0% | 409 | 0.0% | 0.01% | 0.0% | |
| OTIC | OTONOMY INC | $19,000 | -13.6% | 10,000 | 0.0% | 0.01% | -10.0% | |
| IEUR | Sell | ISHARES TRcore msci euro | $17,000 | -41.4% | 300 | -40.0% | 0.01% | -38.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $18,000 | +5.9% | 61 | 0.0% | 0.01% | +14.3% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $18,000 | 0.0% | 352 | 0.0% | 0.01% | 0.0% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $18,000 | -5.3% | 200 | 0.0% | 0.01% | 0.0% | |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $18,000 | -79.3% | 208 | -79.6% | 0.01% | -78.9% |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $16,000 | – | 236 | +100.0% | 0.01% | – |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $16,000 | 0.0% | 87 | 0.0% | 0.01% | 0.0% | |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $16,000 | -33.3% | 425 | -31.0% | 0.01% | -30.0% |
| ESCA | ESCALADE INC | $16,000 | 0.0% | 15,971 | 0.0% | 0.01% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $15,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| HIFS | HINGHAM INSTN SVGS MASS | $15,000 | 0.0% | 15,129 | 0.0% | 0.01% | 0.0% | |
| PRNT | ARK ETF TR3d printing etf | $16,000 | -11.1% | 450 | 0.0% | 0.01% | -12.5% | |
| IYK | ISHARES TRus consm staples | $15,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% | |
| FLRN | SPDR SER TRblomberg brc inv | $15,000 | 0.0% | 480 | 0.0% | 0.01% | 0.0% | |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $16,000 | -44.8% | 97 | -44.6% | 0.01% | -46.2% |
| SHYG | ISHARES TR0-5yr hi yl cp | $16,000 | 0.0% | 347 | 0.0% | 0.01% | 0.0% | |
| AMOT | ALLIED MOTION TECHNOLOGIES I | $16,000 | 0.0% | 15,973 | 0.0% | 0.01% | 0.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $14,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% | |
| AUB | ATLANTIC UN BANKSHARES CORP | $13,000 | 0.0% | 12,545 | 0.0% | 0.01% | 0.0% | |
| XLRE | New | SELECT SECTOR SPDR TRcall | $13,000 | – | 300 | +100.0% | 0.01% | – |
| ZOM | Buy | ZOMEDICA CORP | $13,000 | -35.0% | 24,607 | +0.8% | 0.01% | -33.3% |
| IAI | Sell | ISHARES TRus br del se etf | $13,000 | -7.1% | 126 | -11.3% | 0.01% | 0.0% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $14,000 | +7.7% | 359 | +5.3% | 0.01% | 0.0% |
| IYF | ISHARES TRu.s. finls etf | $13,000 | 0.0% | 158 | 0.0% | 0.01% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $13,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| AAPL | New | APPLE INCcall | $14,000 | – | 100 | +100.0% | 0.01% | – |
| SMMV | ISHARES TRmsci usa smcp mn | $14,000 | 0.0% | 375 | 0.0% | 0.01% | 0.0% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $14,000 | -6.7% | 246 | -3.9% | 0.01% | -14.3% |
| ARTNA | ARTESIAN RES CORPcl a | $13,000 | 0.0% | 13,368 | 0.0% | 0.01% | 0.0% | |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $13,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% | |
| BWX | SPDR SER TRblomberg intl tr | $10,000 | -9.1% | 364 | 0.0% | 0.01% | 0.0% | |
| PXH | Sell | INVESCO EXCH TRADED FD TR IIftse rafi emng | $11,000 | -8.3% | 502 | -1.0% | 0.01% | 0.0% |
| CSB | VICTORY PORTFOLIOS II | $11,000 | -8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| EFV | ISHARES TReafe value etf | $11,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $12,000 | 0.0% | 290 | +3.2% | 0.01% | 0.0% |
| SGC | SUPERIOR GROUP OF CO INC | $11,000 | 0.0% | 10,684 | 0.0% | 0.01% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $12,000 | 0.0% | 12,177 | 0.0% | 0.01% | 0.0% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $11,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| XBI | Buy | SPDR SER TRs&p biotech | $11,000 | 0.0% | 85 | +4.9% | 0.01% | 0.0% |
| XOM | New | EXXON MOBIL CORPcall | $12,000 | – | 200 | +100.0% | 0.01% | – |
| IYJ | ISHARES TRus industrials | $11,000 | 0.0% | 102 | 0.0% | 0.01% | 0.0% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | 0.0% | 230 | +7.0% | 0.01% | +25.0% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $11,000 | -8.3% | 56 | -13.8% | 0.01% | 0.0% |
| VSMV | VICTORY PORTFOLIOS II | $12,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% | |
| MARK | REMARK HLDGS INC | $11,000 | -42.1% | 10,200 | 0.0% | 0.01% | -37.5% | |
| SUB | ISHARES TRshrt nat mun etf | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| CLOU | GLOBAL X FDS | $8,000 | 0.0% | 290 | 0.0% | 0.00% | +33.3% | |
| SPSK | Buy | TIDAL ETF TRsp dwjns sukuk | $8,000 | +14.3% | 406 | +17.3% | 0.00% | +33.3% |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IGN | ISHARES TRna tec multm etf | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $8,000 | +14.3% | 43 | 0.0% | 0.00% | +33.3% | |
| ITA | Buy | ISHARES TRus aer def etf | $9,000 | 0.0% | 88 | +10.0% | 0.00% | 0.0% |
| OVS | LISTED FD TRshares sml cap | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $7,000 | – | 255 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDScall | $7,000 | – | 200 | +100.0% | 0.00% | – |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| SPXZ | LISTED FD TRmorgan creek | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| IUSB | ISHARES TRcore total usd | $7,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| EWU | ISHARES TRmsci uk etf new | $6,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $7,000 | +16.7% | 64 | 0.0% | 0.00% | 0.0% | |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $6,000 | – | 217 | +100.0% | 0.00% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $5,000 | – | 25 | +100.0% | 0.00% | – |
| REM | ISHARES TRmortge rel etf | $5,000 | -16.7% | 150 | 0.0% | 0.00% | -33.3% | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $5,000 | -16.7% | 131 | -15.5% | 0.00% | -33.3% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $5,000 | -72.2% | 25 | -74.7% | 0.00% | -75.0% |
| USIG | ISHARES TRusd inv grde etf | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $5,000 | -16.7% | 126 | 0.0% | 0.00% | -33.3% | |
| IYE | ISHARES TRu.s. energy etf | $4,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TBT | New | PROSHARES TR | $5,000 | – | 281 | +100.0% | 0.00% | – |
| IEF | ISHARES TRbarclays 7 10 yr | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DOG | PROSHARES TR | $4,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| SH | PROSHARES TRshort s&p 500 ne | $5,000 | 0.0% | 334 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| WPS | ISHARES TRintl devppty etf | $3,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EBND | Sell | SPDR SER TRblombrg brc emrg | $2,000 | -33.3% | 71 | -25.3% | 0.00% | 0.0% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $2,000 | -71.4% | 48 | -70.6% | 0.00% | -66.7% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $3,000 | -72.7% | 52 | -72.5% | 0.00% | -80.0% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $3,000 | -25.0% | 68 | -8.1% | 0.00% | -50.0% |
| KRMA | GLOBAL X FDSconscious cos | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EWT | ISHARES INCmsci taiwan etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| QQD | SIMPLIFY EXCHANGE TRADED FUNnasdaq 100 ds cn | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPYC | SIMPLIFY EXCHANGE TRADED FUNus eqt pls cnvex | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES TRglobal energ etf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $1,000 | -50.0% | 35 | 0.0% | 0.00% | -100.0% | |
| GOEX | GLOBAL X FDSglobal x gold ex | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| IGE | ISHARES TRnorth amern nat | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $0 | -100.0% | 6 | -81.8% | 0.00% | -100.0% |
| SDS | PROSHARES TRultrashrt s&p500 | $0 | – | 6 | 0.0% | 0.00% | – | |
| META | New | LISTED FD TRroundhill ball | $1,000 | – | 100 | +100.0% | 0.00% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -4 | -100.0% | 0.00% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -5 | -100.0% | 0.00% | – |
| RING | ISHARES INCmsci gbl gold mn | $0 | – | 10 | 0.0% | 0.00% | – | |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -26 | -100.0% | -0.00% | – |
| IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -26 | -100.0% | -0.00% | – |
| POTX | Exit | GLOBAL X FDScannabis etf | $0 | – | -590 | -100.0% | -0.00% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -131 | -100.0% | -0.00% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -123 | -100.0% | -0.00% | – |
| KYN | Exit | KAYNE ANDERSON ENERGY INFRST | $0 | – | -11,676 | -100.0% | -0.04% | – |
| EGY | Exit | VAALCO ENERGY INC | $0 | – | -34,500 | -100.0% | -0.05% | – |
| ETV | Exit | EATON VANCE TAX-MANAGED BUY- | $0 | – | -10,267 | -100.0% | -0.07% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -3,402 | -100.0% | -0.09% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -2,000 | -100.0% | -0.09% | – |
| LAD | Exit | LITHIA MTRS INC | $0 | – | -622 | -100.0% | -0.09% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,271 | -100.0% | -0.10% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -1,156 | -100.0% | -0.10% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -20,956 | -100.0% | -0.12% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -810 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q3 2023 | 7.7% |
| HOME DEPOT INC COM | 36 | Q3 2023 | 3.8% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 3.9% |
| SPDR S&P 500 ETF TRUST | 36 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO COM | 36 | Q3 2023 | 2.8% |
| AT&T INC COM | 36 | Q3 2023 | 2.1% |
| SOUTHERN CO COM | 36 | Q3 2023 | 2.0% |
| UNITED PARCEL SERVICE INC CL B | 36 | Q3 2023 | 2.7% |
| EXXON MOBIL CORP COM | 36 | Q3 2023 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 36 | Q3 2023 | 1.7% |
View Bison Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-11-03 |
View Bison Wealth, 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.