$1.54 Million is the total value of Sowell Financial Services LLC's 522 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 46.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JPST | Buy | JPMorgan Ultra Short Income ETFetf | $66,268 | -99.8% | 1,319,906 | +77.1% | 4.29% | +13.8% |
AAPL | New | Apple Incstock | $55,158 | – | 424,519 | +100.0% | 3.57% | – |
IVV | Buy | iShares Core S&P 500 ETFetf | $48,695 | -99.8% | 126,741 | +45.9% | 3.15% | +0.4% |
WMT | Sell | WalMart Incstock | $45,433 | -99.9% | 319,142 | -6.4% | 2.94% | -34.0% |
MSFT | Buy | Microsoft Corpstock | $31,730 | -99.9% | 132,307 | +15.7% | 2.05% | -23.5% |
QQQ | Buy | Invesco QQQ Trustetf | $29,263 | -99.8% | 109,896 | +53.8% | 1.89% | -1.8% |
SLV | Buy | iShares Silver Trust ETFetf | $20,699 | -99.2% | 939,999 | +555.2% | 1.34% | +429.6% |
BRKB | New | Berkshire Hathaway Class Bstock | $19,891 | – | 64,392 | +100.0% | 1.29% | – |
AMZN | New | Amazon.Com Incstock | $17,434 | – | 207,542 | +100.0% | 1.13% | – |
VOO | Sell | Vanguard S&P 500 ETFetf | $17,149 | -99.9% | 48,811 | -20.1% | 1.11% | -45.4% |
VTI | Buy | Vanguard Total Stock Market ETFetf | $16,384 | -99.9% | 85,692 | +4.3% | 1.06% | -28.6% |
XOM | Buy | Exxon Mobil Corpstock | $15,731 | -99.8% | 142,618 | +19.9% | 1.02% | -2.8% |
CVX | Buy | Chevron Corpstock | $15,379 | -99.8% | 85,681 | +20.3% | 1.00% | -3.5% |
GLD | Buy | SPDR Gold Shares ETF Ecetf | $15,349 | -99.6% | 90,481 | +259.5% | 0.99% | +152.9% |
WLDR | Buy | Affinity World Leaders Equity ETFetf | $14,849 | -99.8% | 629,725 | +39.0% | 0.96% | +2.3% |
SCHD | Buy | Schwab US Dividend Equity ETFetf | $14,552 | -99.3% | 192,636 | +555.6% | 0.94% | +378.2% |
SPY | Buy | SPDR S&P 500 ETFetf | $13,909 | -99.9% | 36,196 | +15.9% | 0.90% | -20.4% |
JNJ | Buy | Johnson & Johnsonstock | $13,532 | -99.9% | 76,604 | +9.5% | 0.88% | -24.0% |
VZ | Buy | Verizon Communicatnstock | $12,876 | -99.9% | 326,819 | +39.8% | 0.83% | -6.9% |
UPS | Buy | United Parcel SRVC Class Bstock | $12,064 | -99.9% | 69,397 | +3.5% | 0.78% | -28.5% |
KO | Sell | The Coca-Cola Costock | $11,733 | -99.9% | 184,457 | -1.8% | 0.76% | -28.9% |
VCSH | Buy | Vanguard Short Term Cor BD ETF IVetf | $11,506 | -99.8% | 153,024 | +81.6% | 0.74% | +18.1% |
AGG | Buy | iShares Core US Aggregate Bond ETFetf | $11,477 | -99.8% | 118,330 | +147.4% | 0.74% | +60.1% |
STPZ | Buy | PIMCO ETF Trust 1-5 US Tip Idx ETFetf | $10,997 | -99.8% | 220,070 | +106.9% | 0.71% | +34.3% |
XLE | Buy | Energy Select Sector SPDR ETFetf | $10,543 | -99.8% | 120,535 | +35.3% | 0.68% | +5.4% |
PFE | Buy | Pfizer Incstock | $10,307 | -99.9% | 201,146 | +15.7% | 0.67% | -13.0% |
BAC | New | Bank Of America Corpstock | $9,913 | – | 299,312 | +100.0% | 0.64% | – |
ABBV | Buy | Abbvie Incstock | $9,407 | -99.8% | 58,206 | +34.9% | 0.61% | +4.3% |
JPM | Buy | JPMorgan Chase & Costock | $9,307 | -99.9% | 69,401 | +13.0% | 0.60% | -7.0% |
SPLV | Sell | Invesco S&P 500 Low Volatility ETFetf | $9,248 | -99.9% | 144,720 | -1.5% | 0.60% | -30.1% |
GOOGL | Buy | Alphabet Inc. Class Astock | $9,218 | -99.9% | 104,480 | +33.7% | 0.60% | -20.7% |
MRK | Buy | Merck & Co. Inc.stock | $8,989 | -99.8% | 80,480 | +17.4% | 0.58% | -3.0% |
SBUX | Buy | Starbucks Corpstock | $8,619 | -99.9% | 86,881 | +2.5% | 0.56% | -22.5% |
QUAL | Buy | Ishars Edg MSCI USA QLTY FCTR ETFetf | $8,100 | -99.8% | 71,081 | +75.4% | 0.52% | +23.3% |
VO | Buy | Vanguard Mid Cap ETF IVetf | $7,905 | -99.7% | 38,787 | +149.1% | 0.51% | +73.6% |
VTV | Buy | Vanguard Value ETFetf | $7,794 | -99.8% | 55,527 | +32.2% | 0.50% | -3.4% |
PGHY | Buy | Invesco Global Short Term High Yield Bond ETFetf | $7,737 | -99.8% | 402,783 | +95.4% | 0.50% | +27.2% |
T | Buy | A T & T Incstock | $7,252 | -99.8% | 393,913 | +28.5% | 0.47% | -1.1% |
BOND | Buy | PIMCO Active Bond ETFetf | $7,200 | -99.8% | 79,321 | +98.8% | 0.47% | +29.1% |
HYG | Buy | iShares iBoxx High Yield Bond ETFetf | $7,197 | -99.5% | 97,751 | +343.5% | 0.47% | +193.1% |
CSCO | Buy | Cisco Systems Incstock | $7,017 | -99.9% | 147,293 | +15.4% | 0.45% | -11.8% |
GOOG | Buy | Alphabet Inc. Class Cstock | $6,980 | -99.9% | 78,669 | +16.1% | 0.45% | -31.2% |
UNH | Sell | Unitedhealth GRP Incstock | $6,968 | -99.9% | 13,144 | -5.2% | 0.45% | -36.1% |
ESGU | Buy | iShares Esg MSCI USA ETF IVetf | $6,969 | -99.8% | 82,233 | +122.5% | 0.45% | +52.4% |
SHY | Sell | iShares 1-3 Year Treasry Bond ETFetf | $6,941 | -99.9% | 85,509 | -5.0% | 0.45% | -39.1% |
BA | New | Boeing Costock | $6,910 | – | 36,274 | +100.0% | 0.45% | – |
QEFA | Buy | SPDR MSCI EAFE Strategicfactors MIX ETFetf | $6,827 | -99.8% | 106,499 | +111.2% | 0.44% | +55.6% |
IWF | Buy | iShares Russell 1000 Growth ETF IVetf | $6,771 | -99.8% | 31,606 | +81.2% | 0.44% | +18.4% |
NVDA | Sell | Nvidia Corpstock | $6,698 | -99.9% | 45,835 | -9.9% | 0.43% | -30.2% |
FTSM | Buy | First TRST Enhncd SHRT MRTY ETF IVetf | $6,533 | -99.9% | 109,912 | +6.2% | 0.42% | -31.8% |
BND | Buy | Vanguard Total Bond Market ETFetf | $6,414 | -99.9% | 89,287 | +24.7% | 0.42% | -19.4% |
IJR | Buy | iShares Core S&P Small Cap ETF IVetf | $6,363 | -99.8% | 67,230 | +94.7% | 0.41% | +36.0% |
DFUS | Buy | Dimensional ETF (trust US Equity Etf)etf | $6,302 | -99.9% | 151,460 | +11.7% | 0.41% | -23.2% |
VB | Buy | Vanguard Small Cap ETF IVetf | $6,285 | -99.8% | 34,245 | +59.2% | 0.41% | +9.7% |
WFC | Buy | Wells Fargo & Costock | $6,277 | -99.9% | 152,018 | +22.1% | 0.41% | -19.6% |
COST | New | Costco Wholesale Costock | $6,124 | – | 13,414 | +100.0% | 0.40% | – |
PM | Sell | Philip Morris Intlstock | $6,010 | -99.9% | 58,642 | -3.3% | 0.39% | -24.5% |
MA | Buy | Mastercard Inc Class Astock | $5,995 | -99.9% | 17,240 | +1.7% | 0.39% | -20.2% |
MCD | Buy | MC Donalds Corpstock | $5,902 | -99.9% | 22,397 | +10.2% | 0.38% | -19.2% |
RAVI | Buy | Flexshares Ready Access Vari Inc ETFetf | $5,882 | -99.9% | 79,058 | +2.4% | 0.38% | -34.2% |
V | Buy | Visa Inc Class Astock | $5,798 | -99.9% | 27,908 | +15.8% | 0.38% | -13.2% |
HD | Buy | Home Depot Incstock | $5,566 | -99.8% | 17,623 | +74.5% | 0.36% | +28.1% |
VTIP | Buy | Vanguard SHRT Inf Prot Sec Index ETFetf | $5,546 | -99.9% | 118,732 | +45.9% | 0.36% | -9.1% |
GIS | Buy | General Mills Incstock | $5,522 | -99.9% | 65,859 | +6.2% | 0.36% | -25.5% |
CVS | Buy | CVS Health Corpstock | $5,497 | -99.9% | 58,989 | +6.4% | 0.36% | -33.2% |
SOYB | Sell | Teucrium Soybean ETFetf | $5,475 | -99.9% | 192,102 | -5.3% | 0.35% | -33.7% |
ET | Buy | Energy Transfer LPstock | $5,372 | -99.9% | 452,577 | +28.1% | 0.35% | -11.5% |
KHC | Buy | Kraft Heinz Costock | $5,342 | -99.9% | 131,228 | +4.7% | 0.35% | -18.0% |
MO | Buy | Altria Group Incstock | $5,262 | -99.9% | 112,802 | +4.7% | 0.34% | -24.1% |
IEO | New | iShares TR US Oil GS (ex Etf)0 | $5,126 | – | 55,198 | +100.0% | 0.33% | – |
XLK | Sell | Technology Select Sector SPDR ETF IVetf | $5,074 | -99.9% | 40,775 | -15.4% | 0.33% | -43.2% |
LQD | Buy | iShares iBoxx Invt Grade Bond ETFetf | $5,053 | -99.6% | 47,927 | +262.4% | 0.33% | +138.7% |
QCOM | Buy | Qualcomm Incstock | $4,969 | -99.9% | 45,198 | +18.8% | 0.32% | -25.6% |
SPLG | Buy | SPDR Portfolio S&P (500 Etf)etf | $4,978 | -99.9% | 110,667 | +33.6% | 0.32% | -8.3% |
MET | Buy | Metlife Incstock | $4,933 | -99.9% | 68,163 | +4.8% | 0.32% | -19.8% |
IWM | Sell | iShares Russell 2000 ETFetf | $4,910 | -99.9% | 28,161 | -6.7% | 0.32% | -36.7% |
DIS | Buy | Walt Disney Costock | $4,850 | -99.9% | 55,819 | +18.0% | 0.31% | -30.2% |
Buy | Dimensional ETF (trust Core Fixed Incom)0 | $4,766 | -99.8% | 114,779 | +50.4% | 0.31% | -1.9% | |
PG | Buy | Procter & Gamblestock | $4,771 | -99.8% | 31,478 | +25.9% | 0.31% | -2.8% |
NUSC | Buy | Nuveen Esg Small Cap ETFetf | $4,753 | -99.8% | 139,055 | +134.2% | 0.31% | +60.4% |
BTZ | New | BlackRock CR (allocation Income Com)cef | $4,678 | – | 463,212 | +100.0% | 0.30% | – |
AMGN | New | Amgen Inc.stock | $4,636 | – | 17,651 | +100.0% | 0.30% | – |
IBM | Buy | IBM Corpstock | $4,617 | -99.8% | 32,770 | +78.9% | 0.30% | +36.5% |
IEFA | Sell | iShares Core MSCI EAFE ETFetf | $4,622 | -99.9% | 74,986 | -0.1% | 0.30% | -25.1% |
PEP | Buy | Pepsico Incstock | $4,550 | -99.9% | 25,030 | +28.3% | 0.30% | -8.1% |
LOW | Sell | Lowes Companies Incstock | $4,486 | -99.9% | 22,514 | -3.9% | 0.29% | -34.5% |
TSN | Buy | Tyson Foods Inc Class Astock | $4,403 | -99.9% | 70,730 | +19.9% | 0.28% | -27.3% |
ABC | New | Amerisourcebergen Corpstock | $4,339 | – | 26,187 | +100.0% | 0.28% | – |
IHDG | New | Wisdomtree TR Intl (hedged Quality Divid Growth FD)etf | $4,338 | – | 121,743 | +100.0% | 0.28% | – |
MMM | Buy | 3M Costock | $4,325 | -99.9% | 36,066 | +11.9% | 0.28% | -22.0% |
VNLA | Sell | Janus Henderson SHRT DRTN Inm ETFetf | $4,320 | -99.9% | 91,133 | -5.3% | 0.28% | -40.4% |
JNK | New | SPDR Bloomberg Barclays High Yield Bond ETFetf | $4,303 | – | 47,812 | +100.0% | 0.28% | – |
GDX | Buy | Vaneck Vectors Gold Miners ETFetf | $4,280 | -99.6% | 149,325 | +267.3% | 0.28% | +179.8% |
IJS | Buy | iShares S&P Small Cap 600 ETFetf | $4,265 | -99.9% | 46,708 | +3.1% | 0.28% | -26.8% |
FLOT | New | iShares Floating Rate Bond ETFetf | $4,250 | – | 84,448 | +100.0% | 0.28% | – |
FVD | Buy | First Trust Value Dividend Index ETFetf | $4,218 | -99.8% | 105,687 | +56.1% | 0.27% | +11.9% |
DOW | Buy | Dow Incstock | $4,176 | -99.9% | 82,881 | +11.1% | 0.27% | -18.2% |
IAU | Buy | iShares Gold TR (ishares New)etf | $4,174 | -99.9% | 120,676 | +23.9% | 0.27% | -12.9% |
MUB | Buy | iShares National Muni Bond ETF IVetf | $4,170 | -99.7% | 39,516 | +144.4% | 0.27% | +61.7% |
LEXI | Buy | Alexis Practical Tactical ETFetf | $4,155 | -99.9% | 179,188 | +13.4% | 0.27% | -20.4% |
BIV | Buy | Vanguard Intermediate Term Bo ETF IVetf | $4,035 | -99.9% | 54,289 | +2.7% | 0.26% | -33.4% |
USB | Buy | U S Bancorpstock | $4,026 | -99.9% | 91,310 | +36.1% | 0.26% | -5.4% |
MINT | Buy | PIMCO Enhanced SHRT Maturty Actv ETFetf | $4,006 | -99.8% | 40,470 | +101.9% | 0.26% | +29.5% |
QYLD | Buy | Global X Nasdaq 100 Covered Call ETFetf | $3,925 | -99.7% | 244,632 | +163.5% | 0.25% | +72.8% |
XLP | Buy | SPDR Fund Consumer Staples ETF IVetf | $3,889 | -99.7% | 52,171 | +135.8% | 0.25% | +69.1% |
SYY | Sell | Sysco Corpstock | $3,823 | -99.9% | 50,009 | -5.7% | 0.25% | -34.7% |
IEMG | Buy | iShares Core MSCI Emerging ETFetf | $3,793 | -99.8% | 81,229 | +43.6% | 0.25% | +0.4% |
VGSH | Buy | Vanguard Scottsdale (FDS Short Term Treas)etf | $3,756 | -99.7% | 64,960 | +224.5% | 0.24% | +107.7% |
FTSL | Buy | First Trust Senior Loan ETFetf | $3,725 | -99.9% | 83,529 | +2.9% | 0.24% | -33.2% |
JEPI | Buy | J P Morgan (exchange-Traded FD Equity Premium)etf | $3,601 | -99.8% | 65,972 | +48.4% | 0.23% | +1.3% |
TSLA | Buy | Tesla Incstock | $3,577 | -99.9% | 29,037 | +15.6% | 0.23% | -65.5% |
VBR | Sell | Vanguard Small Cap Value ETF IVetf | $3,568 | -99.9% | 22,467 | -0.8% | 0.23% | -29.4% |
HDV | Buy | iShares Core High Dividend ETF IVetf | $3,546 | -99.8% | 34,015 | +57.5% | 0.23% | +15.6% |
DVY | Buy | iShares Select Dividend ETF IVetf | $3,540 | -99.8% | 29,358 | +104.7% | 0.23% | +47.7% |
BMY | Buy | Bristol-Myers Squibbstock | $3,471 | -99.8% | 48,243 | +59.2% | 0.22% | +3.7% |
CAT | New | Caterpillar Incstock | $3,477 | – | 14,513 | +100.0% | 0.22% | – |
USMV | Buy | iShares Edge MSCI Min Vol USA ETFetf | $3,428 | -99.7% | 47,552 | +147.9% | 0.22% | +73.4% |
SJNK | Buy | SPDR BLMBRG BRCLY SHT TRM HGH ETFetf | $3,437 | -99.7% | 141,789 | +162.9% | 0.22% | +72.1% |
FLC | Sell | Flah &crum TTL RTRN (FND)cef | $3,426 | -99.9% | 216,975 | -6.7% | 0.22% | -39.3% |
IJH | New | iShares Core S&P Mid-Cap ETFetf | $3,400 | – | 14,056 | +100.0% | 0.22% | – |
VUG | New | Vanguard Growth ETFetf | $3,360 | – | 15,767 | +100.0% | 0.22% | – |
CLX | Sell | Clorox Costock | $3,328 | -99.9% | 23,714 | -3.7% | 0.22% | -32.6% |
ICSH | Buy | iShares Ultra Short Term Bond ETFetf | $3,321 | -99.9% | 66,369 | +18.0% | 0.22% | -24.3% |
DUK | Buy | Duke Energy Corpstock | $3,308 | -99.9% | 32,122 | +4.1% | 0.21% | -26.0% |
FB | Sell | Facebook Inc Class Astock | $3,306 | -99.9% | 27,475 | -1.8% | 0.21% | -44.1% |
NFLX | Sell | Netflix Incstock | $3,298 | -99.9% | 11,184 | -11.6% | 0.21% | -29.0% |
MCHP | Sell | Microchip Technologystock | $3,249 | -99.9% | 46,249 | -3.7% | 0.21% | -28.8% |
DG | Sell | Dollar General Corpstock | $3,244 | -99.9% | 13,145 | -5.4% | 0.21% | -37.5% |
INTC | Buy | Intel Corpstock | $3,211 | -99.9% | 121,511 | +11.3% | 0.21% | -26.8% |
VYM | Buy | Vanguard High Dividend Yield ETFetf | $3,212 | -99.9% | 29,685 | +31.0% | 0.21% | -4.1% |
F | Buy | Ford Motor Costock | $3,193 | -99.8% | 274,587 | +46.5% | 0.21% | -2.4% |
VNQ | Buy | Vanguard Real Estate ETF IVetf | $3,113 | -99.9% | 37,743 | +21.8% | 0.20% | -19.2% |
ROST | Sell | Ross Stores Incstock | $3,094 | -99.9% | 26,657 | -7.4% | 0.20% | -18.4% |
MDT | Buy | Medtronic PLC Fstock | $3,021 | -99.9% | 38,591 | +43.2% | 0.20% | -11.3% |
XLF | Buy | Select STR Financial Select SPDR ETFetf | $3,009 | -99.9% | 87,996 | +13.1% | 0.20% | -18.1% |
MDLZ | Buy | Mondelez Intl Class Astock | $2,930 | -99.9% | 43,710 | +7.1% | 0.19% | -16.3% |
VIG | Buy | Vanguard Dividend Appreciation ETFetf | $2,892 | -99.8% | 19,046 | +51.0% | 0.19% | +8.7% |
BSV | Buy | Vanguard Short-Term Bond ETF IVetf | $2,870 | -99.9% | 38,125 | +0.6% | 0.19% | -35.0% |
TFLO | Buy | iShares Treasury Floatng Rate BD ETFetf | $2,830 | -99.8% | 56,143 | +113.0% | 0.18% | +36.6% |
CL | New | Colgate-Palmolive Costock | $2,824 | – | 35,843 | +100.0% | 0.18% | – |
LMBS | Sell | FRST TRT Low DTN Opnts ETF IVetf | $2,808 | -99.9% | 59,225 | -19.9% | 0.18% | -48.4% |
UL | Buy | Unilever PLC F Sponsored ADRadr | $2,736 | -99.9% | 54,346 | +21.2% | 0.18% | -10.6% |
XLV | Buy | Select Sector Health Care SPDR ETFetf | $2,739 | -99.9% | 20,159 | +0.6% | 0.18% | -27.8% |
WY | Buy | Weyerhaeuser Co REITreit | $2,737 | -99.9% | 88,291 | +11.5% | 0.18% | -22.4% |
XLI | Sell | Select Sector Industrial SPDR ETF IVetf | $2,702 | -99.9% | 27,509 | -10.7% | 0.18% | -31.9% |
FDX | Buy | Fedex Corpstock | $2,697 | -99.8% | 15,477 | +31.6% | 0.18% | -1.1% |
ISTB | Buy | iShares Core 1 5 Year Usd Bond ETFetf | $2,602 | -99.5% | 56,025 | +356.6% | 0.17% | +194.7% |
AMT | New | Amern Tower Corp REITreit | $2,580 | – | 12,087 | +100.0% | 0.17% | – |
DFAU | Buy | Dimensional ETF (trust US Core EQT MKT)0 | $2,570 | -99.7% | 95,125 | +199.4% | 0.17% | +104.9% |
COP | Buy | Conocophillipsstock | $2,517 | -99.9% | 21,208 | +19.4% | 0.16% | -12.4% |
JJSF | Sell | J & J Snack Foods Corp Comstock | $2,514 | -99.9% | 16,714 | -3.5% | 0.16% | -28.2% |
VEA | Buy | Vanguard FTSE Developed Mats ETF IVetf | $2,509 | -99.9% | 59,783 | +5.6% | 0.16% | -21.7% |
MMC | Sell | Marsh & MC Lennan Costock | $2,455 | -99.9% | 14,838 | -2.8% | 0.16% | -30.9% |
IHI | Buy | iShares US Medical Devices ETFetf | $2,457 | -99.8% | 46,744 | +107.8% | 0.16% | +48.6% |
VEU | Buy | Vanguard FTSE All World Ex US ETFetf | $2,455 | -99.9% | 48,967 | +9.6% | 0.16% | -20.5% |
GPN | Buy | Global Payments Incstock | $2,434 | -99.9% | 24,503 | +29.0% | 0.16% | -23.7% |
NKE | Buy | Nike Inc Class Bstock | $2,436 | -99.8% | 20,822 | +11.7% | 0.16% | +0.6% |
VWO | Sell | Vanguard FTSE Emerging Mark ETF IVetf | $2,426 | -99.9% | 62,244 | -1.7% | 0.16% | -32.6% |
IXUS | Buy | iShares Core MSCI Totl Intl STCK ETFetf | $2,421 | -99.6% | 41,822 | +234.0% | 0.16% | +145.3% |
XLU | Buy | Select Sector Uti Select SPDR ETF IVetf | $2,381 | -99.9% | 33,773 | +24.2% | 0.15% | -14.4% |
Buy | Dimensional ETF TR (international Core Equity 2 Etf)0 | $2,332 | -99.7% | 104,335 | +163.5% | 0.15% | +96.1% | |
OKE | Sell | Oneok Incstock | $2,313 | -99.9% | 35,204 | -1.2% | 0.15% | -18.5% |
TGT | New | Target Corpstock | $2,297 | – | 15,413 | +100.0% | 0.15% | – |
VXUS | Buy | Vanguard Total Interntl Stock ETF IVetf | $2,286 | -99.9% | 44,203 | +23.3% | 0.15% | -10.3% |
CRM | Buy | Salesforce Comstock | $2,266 | -99.9% | 17,091 | +27.6% | 0.15% | -24.2% |
TDTT | Buy | Flexshares iBoxx 3 YR TIPS Idx ETFetf | $2,270 | -99.9% | 96,532 | +8.6% | 0.15% | -30.0% |
C | Buy | Citigroup Incstock | $2,258 | -99.8% | 49,925 | +64.7% | 0.15% | +15.0% |
BIL | Sell | SPDR Bloomberg Barclays 1-3 Month T-Bill ETFetf | $2,236 | -100.0% | 24,445 | -66.2% | 0.14% | -78.3% |
SPAB | Sell | SPDR Portfolio (aggregate Bond Etf)etf | $2,237 | -99.9% | 89,022 | -2.1% | 0.14% | -36.7% |
MDYV | New | SPDR Ser TR S&P 400 (MDCP Val)etf | $2,233 | – | 34,507 | +100.0% | 0.14% | – |
FUTY | New | Fidelity MSCI Utils (index Etf)etf | $2,227 | – | 48,864 | +100.0% | 0.14% | – |
BST | New | BlackRock Science (&technology SHS)cef | $2,218 | – | 78,179 | +100.0% | 0.14% | – |
GUNR | Sell | Flexshares Trust (morningstar Global Upstream Nat Res Idx)etf | $2,196 | -99.9% | 50,522 | -2.0% | 0.14% | -27.2% |
SO | Buy | Southern Costock | $2,151 | -99.9% | 30,120 | +0.9% | 0.14% | -32.2% |
STT | Sell | State Street Corpstock | $2,140 | -99.9% | 27,364 | -9.2% | 0.14% | -25.7% |
EFG | Buy | iShares MSCI EAFE Growth ETFetf | $2,150 | -99.9% | 25,670 | +4.0% | 0.14% | -23.2% |
SUB | Buy | iShares Short-Termetf | $2,129 | -99.8% | 20,415 | +56.5% | 0.14% | +2.2% |
CAG | Sell | Conagra Brands Incstock | $2,132 | -99.9% | 55,103 | -4.6% | 0.14% | -27.4% |
UTG | Buy | Reaves Util Income (FD Com SH Ben Int)cef | $2,124 | -99.9% | 74,636 | +25.3% | 0.14% | -16.5% |
EFV | Buy | iShares TR EAFE (value Etf)etf | $2,124 | -99.9% | 46,298 | +10.9% | 0.14% | -15.4% |
CWB | Buy | SPDR Bloomberg Barclays Convertibleetf | $2,034 | -99.9% | 31,610 | +30.2% | 0.13% | -14.8% |
QTEC | Sell | First Trust (portfolios LP SHS)etf | $2,046 | -99.9% | 19,444 | -26.0% | 0.13% | -52.5% |
EPD | Buy | Enterprise Prods Part LPstock | $2,027 | -99.9% | 84,027 | +3.2% | 0.13% | -32.8% |
RDVY | Buy | FT Rising Dividend Achievers ETF IVetf | $2,023 | -99.7% | 46,068 | +135.2% | 0.13% | +70.1% |
PHDG | Buy | Invesco Actively (managed ETF S&P500 Downsid)0 | $2,012 | -99.9% | 62,348 | +7.6% | 0.13% | -34.7% |
TLT | Buy | iShares 20 PLS Year Treasury BND ETFetf | $2,013 | -99.9% | 20,216 | +1.2% | 0.13% | -36.9% |
MBB | New | iShares MBS ETF IVetf | $2,013 | – | 21,705 | +100.0% | 0.13% | – |
XAR | New | SPDR Ser TR (aerospace Def)etf | $2,012 | – | 18,283 | +100.0% | 0.13% | – |
BIP | Sell | Brookfield Infrastruc LPstock | $2,003 | -99.9% | 64,622 | -5.4% | 0.13% | -47.4% |
APH | New | Amphenol Corp Class Astock | $1,966 | – | 25,746 | +100.0% | 0.13% | – |
EEMS | Buy | iShares Inc Em MKT (SM-CP Etf)etf | $1,969 | -99.9% | 40,774 | +5.6% | 0.13% | -28.2% |
VSS | Buy | VGRD FTSE All WRLD Ex US SML ETF IVetf | $1,924 | -99.9% | 18,717 | +17.2% | 0.12% | -16.1% |
JBHT | Sell | J B Hunt Transportstock | $1,905 | -99.9% | 10,926 | -5.0% | 0.12% | -32.0% |
BNDX | Buy | Vanguard Total Internatl BND ETF IVetf | $1,903 | -99.9% | 40,115 | +9.5% | 0.12% | -30.1% |
MSOS | Buy | Advisorshares Pure US Cannabis ETFetf | $1,902 | -99.9% | 272,095 | +9.1% | 0.12% | -45.1% |
BIBL | New | Bibletf | $1,836 | – | 61,306 | +100.0% | 0.12% | – |
IWD | New | iShares Russell 1000 Value ETFetf | $1,845 | – | 12,165 | +100.0% | 0.12% | – |
RYLD | New | Global X FDS Russell (2000)etf | $1,843 | – | 96,997 | +100.0% | 0.12% | – |
FE | Buy | Firstenergy Corpstock | $1,841 | -99.9% | 43,889 | +4.9% | 0.12% | -23.7% |
NEE | Buy | Nextera Energy Incstock | $1,821 | -99.9% | 21,786 | +22.9% | 0.12% | -15.7% |
MS | Buy | Morgan Stanleystock | $1,818 | -99.8% | 21,380 | +47.4% | 0.12% | +1.7% |
Buy | Dimensional ETF TR (emerging Markets Core Equity 2 Etf)0 | $1,797 | -99.6% | 79,999 | +270.0% | 0.12% | +157.8% | |
IFRA | New | iShares US Infrastructure ETF IVetf | $1,799 | – | 49,601 | +100.0% | 0.12% | – |
GOLD | New | Barrick Gold Corp Fstock | $1,791 | – | 104,247 | +100.0% | 0.12% | – |
IUSB | Buy | iShares TR Core (total Usd)etf | $1,775 | -99.9% | 39,511 | +26.8% | 0.12% | -17.9% |
PWR | New | Quanta Services Incstock | $1,784 | – | 12,511 | +100.0% | 0.12% | – |
SPYG | Buy | SPDR Portfolio S&P (500 Growth Etf)etf | $1,774 | -99.8% | 35,009 | +68.8% | 0.12% | +9.5% |
ERC | Buy | Wells Fargo Adv (multi SCTR Inc Com)cef | $1,770 | -99.9% | 179,312 | +0.1% | 0.12% | -26.8% |
SHYG | New | iShares High Yield Corporat Bond ETFetf | $1,779 | – | 43,511 | +100.0% | 0.12% | – |
FFC | Sell | Flaherty And (crumrine Preferred And Income Securities Fund)cef | $1,756 | -99.9% | 116,936 | -0.1% | 0.11% | -34.9% |
WM | New | Waste Management Incstock | $1,758 | – | 11,207 | +100.0% | 0.11% | – |
ITOT | Buy | iShares Core S&P Total US Stock Marketf | $1,745 | -99.9% | 20,579 | +10.9% | 0.11% | -24.2% |
SCHP | Buy | Schwab US TIPS ETFetf | $1,718 | -99.9% | 33,177 | +18.8% | 0.11% | -24.0% |
RTX | New | Raytheon Technologies Costock | $1,693 | – | 16,778 | +100.0% | 0.11% | – |
MRTN | Buy | Marten Transport LTDstock | $1,700 | -99.9% | 85,967 | +0.6% | 0.11% | -33.3% |
SJM | Sell | J M Smucker Costock | $1,694 | -99.9% | 10,693 | -1.2% | 0.11% | -26.7% |
VGK | Sell | Vanguard FTSE Europe ETF IVetf | $1,702 | -99.9% | 30,696 | -0.0% | 0.11% | -23.1% |
VLO | Buy | Valero Energy Corpstock | $1,699 | -99.9% | 13,390 | +15.9% | 0.11% | -11.3% |
ABT | New | Abbott Laboratoriesstock | $1,678 | – | 15,281 | +100.0% | 0.11% | – |
Buy | Shell PLC F Unsponsored ADRadr | $1,683 | -99.9% | 29,556 | +28.8% | 0.11% | -5.2% | |
SRS | Buy | ProShares TR Ultsht (real Est)0 | $1,673 | -99.8% | 91,641 | +76.5% | 0.11% | -0.9% |
XLY | Buy | SPDR Fund Consumer Discre Select ETFetf | $1,655 | -99.9% | 12,814 | +2.1% | 0.11% | -40.6% |
OLN | Buy | Olin Corp Newstock | $1,637 | -99.8% | 30,921 | +21.9% | 0.11% | -3.6% |
GOVT | Sell | iShares US Treasury Bond ETFetf | $1,632 | -99.9% | 71,813 | -21.6% | 0.11% | -49.5% |
PBTP | Buy | Invesco Exch Traded (FD TR II Purbta 0 5 YR)0 | $1,612 | -99.9% | 66,102 | +10.5% | 0.10% | -29.3% |
VPL | Buy | Vanguard FTSE Pacific ETFetf | $1,593 | -99.9% | 24,760 | +1.0% | 0.10% | -27.5% |
STIP | Buy | iShares 0-5 Year TIPS Bond ETFetf | $1,586 | -99.9% | 16,355 | +10.7% | 0.10% | -28.0% |
SCZ | Sell | iShares MSCI EAFE Small Cap ETFetf | $1,594 | -99.9% | 28,223 | -8.6% | 0.10% | -32.2% |
MTUM | New | iShares Edge MSCI USA Momentum Factoetf | $1,572 | – | 10,773 | +100.0% | 0.10% | – |
TTE | New | Total S A Disc Coml Pa F Sponsored ADRadr | $1,580 | – | 25,165 | +100.0% | 0.10% | – |
SCHW | Buy | Charles Schwab Corpstock | $1,555 | -99.8% | 18,676 | +82.4% | 0.10% | +36.5% |
GILD | Buy | Gilead Sciences Incstock | $1,566 | -99.9% | 18,247 | +6.7% | 0.10% | -4.7% |
EEM | Buy | iShares MSCI Emerging Markets ETF IVetf | $1,539 | -99.9% | 40,595 | +3.4% | 0.10% | -27.5% |
FJUN | Buy | First TR Exchng (traded FD VIII CBOE Vest US Eqt)etf | $1,547 | -99.9% | 42,920 | +18.6% | 0.10% | -19.4% |
GOF | New | Guggenheim Strategic (opportun Com Sbi)cef | $1,530 | – | 100,533 | +100.0% | 0.10% | – |
Buy | GSK PLC Spon Ads0 | $1,509 | -99.6% | 42,718 | +203.6% | 0.10% | +133.3% | |
SCHV | Sell | Schwab US Large Cap Value ETFetf | $1,495 | -99.9% | 22,649 | -9.1% | 0.10% | -34.0% |
FEN | Sell | First TR Enrgy Inc (&GRW)cef | $1,493 | -99.9% | 105,188 | -0.5% | 0.10% | -38.6% |
HOMB | Buy | Home Bancsharesstock | $1,477 | -99.8% | 64,790 | +94.2% | 0.10% | +26.3% |
FV | New | First Dorsey Wright Focus 5 ETF IVetf | $1,468 | – | 31,537 | +100.0% | 0.10% | – |
SCHY | New | Schwab Strategic TR (international Dividend Equity Etf)etf | $1,469 | – | 65,504 | +100.0% | 0.10% | – |
BAX | New | Baxter Internationalstock | $1,455 | – | 28,387 | +100.0% | 0.09% | – |
JQC | Sell | Nuveen Credit Strat Incmcef | $1,433 | -99.9% | 281,508 | -0.0% | 0.09% | -36.3% |
CBT | Sell | Cabot Corpstock | $1,414 | -99.9% | 21,155 | -0.1% | 0.09% | -32.4% |
FNDF | New | Schwab Strategic TR (fundamental Intl Large Co Index Etf)etf | $1,426 | – | 49,043 | +100.0% | 0.09% | – |
WPC | New | W.P. Carey Inc. REITreit | $1,405 | – | 17,744 | +100.0% | 0.09% | – |
TIP | Sell | iShares TIPS Bond ETFetf | $1,410 | -100.0% | 13,245 | -90.9% | 0.09% | -94.1% |
PCAR | Buy | Paccar Incstock | $1,405 | -99.9% | 14,063 | +17.5% | 0.09% | -9.9% |
WMB | Buy | Williams Companiesstock | $1,386 | -99.7% | 42,126 | +186.2% | 0.09% | +114.3% |
PFF | Buy | iShares Preferred Income Sec ETFetf | $1,398 | -99.9% | 45,788 | +11.9% | 0.09% | -31.3% |
ERII | Buy | Energy Recovery Inc Comstock | $1,384 | -99.9% | 67,565 | +0.4% | 0.09% | -39.2% |
SNY | Buy | Sanofi S A F Sponsored ADRadr | $1,373 | -99.7% | 28,341 | +143.1% | 0.09% | +97.8% |
FBND | New | Fidelity Total (bond Etf)etf | $1,382 | – | 30,583 | +100.0% | 0.09% | – |
SPSM | Buy | SPDR Portfolio S&P (600 Small Cap Etf)etf | $1,366 | -99.8% | 36,952 | +51.5% | 0.09% | +4.8% |
FFTY | Buy | Innovator Ibd 50 ETFetf | $1,360 | -99.9% | 60,651 | +29.9% | 0.09% | -23.5% |
PRGO | Sell | Perrigo Co PLC SHSstock | $1,348 | -99.9% | 39,555 | -2.3% | 0.09% | -40.4% |
SQM | Buy | Sociedad Quimica Y Minera De C ADR Sponsoredadr | $1,351 | -99.9% | 16,920 | +1.4% | 0.09% | -44.2% |
CNX | Sell | C N X Resources Corporatstock | $1,343 | -99.9% | 79,749 | -0.3% | 0.09% | -30.4% |
AMD | New | Advanced Micro Devicstock | $1,348 | – | 20,809 | +100.0% | 0.09% | – |
DVN | Buy | Devon Energy Corpstock | $1,347 | -99.9% | 21,893 | +8.7% | 0.09% | -28.7% |
KR | Sell | Kroger Costock | $1,350 | -99.9% | 30,282 | -41.3% | 0.09% | -61.7% |
PGF | Buy | Invesco Exchange (traded FD TR Finl PFD Etf)etf | $1,326 | -99.9% | 92,090 | +2.2% | 0.09% | -37.2% |
IJT | New | iShares S&P SMLL Cap 600 GRTH ETFetf | $1,323 | – | 12,238 | +100.0% | 0.09% | – |
Sell | Wisdomtree Floating Rate Treasry ETF0 | $1,330 | -99.9% | 26,450 | -4.2% | 0.09% | -38.6% | |
BCD | New | Aberdeen ST Inv BLMBRG LNGDT ST ETFetf | $1,315 | – | 38,017 | +100.0% | 0.08% | – |
FTLB | Buy | First Trust (exchange-Traded Fund VI First Trust Hedged Buywrite)0 | $1,318 | -99.9% | 73,061 | +13.6% | 0.08% | -27.4% |
HRB | New | Block H & R Incstock | $1,318 | – | 35,802 | +100.0% | 0.08% | – |
INGR | New | Ingredion Inc Comstock | $1,320 | – | 13,384 | +100.0% | 0.08% | – |
SPYV | Sell | SPDR Portfolio S&P (500 Value Etf)etf | $1,300 | -99.9% | 33,415 | -5.8% | 0.08% | -31.7% |
GSIE | New | Goldman Sachs ETF TR (activebeta Int)etf | $1,295 | – | 44,785 | +100.0% | 0.08% | – |
DIVO | New | Amplify ETF TR CWP (enhanced Div)etf | $1,280 | – | 35,690 | +100.0% | 0.08% | – |
DSU | Sell | BlackRock Debt Strategies FDcef | $1,283 | -99.9% | 139,486 | -1.2% | 0.08% | -34.6% |
EXC | Buy | Exelon Corpstock | $1,278 | -99.9% | 29,563 | +17.9% | 0.08% | -12.6% |
MEAR | New | iShares U S ETF TRetf | $1,262 | – | 25,390 | +100.0% | 0.08% | – |
SPTL | Buy | SPDR Long Term Treasury ETFetf | $1,254 | -99.8% | 43,188 | +67.2% | 0.08% | +5.2% |
XLB | Buy | SPDR Fund Materials Select Se ETF IVetf | $1,250 | -99.9% | 16,091 | +12.0% | 0.08% | -18.2% |
ORCL | Buy | Oracle Corpstock | $1,241 | -99.9% | 15,185 | +7.0% | 0.08% | -8.0% |
BTU | Buy | Peabody Energy Corporatistock | $1,243 | -99.9% | 47,055 | +0.5% | 0.08% | -31.6% |
UCON | Sell | First Trust TCW Unconstra PLS BD ETF0 | $1,239 | -99.9% | 51,374 | -8.5% | 0.08% | -40.7% |
ISCF | Buy | iShares TR MSCI Intl (SML CP)etf | $1,223 | -99.8% | 40,751 | +101.9% | 0.08% | +49.1% |
TPSC | New | Timothy Plan US Small Cap Core ETF0 | $1,217 | – | 40,000 | +100.0% | 0.08% | – |
GL | New | Globe Life Incstock | $1,214 | – | 10,068 | +100.0% | 0.08% | – |
HIG | New | Hartford Finl SVC GPstock | $1,214 | – | 15,961 | +100.0% | 0.08% | – |
QLD | Buy | ProShares Ultra QQQ ETFetf | $1,220 | -99.9% | 34,826 | +42.8% | 0.08% | -12.2% |
DEI | Buy | Douglas Emmett, Inc. REITreit | $1,221 | -99.9% | 76,976 | +1.6% | 0.08% | -43.2% |
CEQP | Buy | Crestwood Equitystock | $1,220 | -99.9% | 46,576 | +0.0% | 0.08% | -39.2% |
VT | Sell | Vanguard Total World Stock ETFetf | $1,221 | -99.9% | 14,169 | -5.5% | 0.08% | -33.6% |
PSX | New | Phillips 66stock | $1,212 | – | 11,641 | +100.0% | 0.08% | – |
UBER | Buy | Uber Technologies Incstock | $1,212 | -99.9% | 49,022 | +48.7% | 0.08% | -11.4% |
PPL | Buy | PPL Corpstock | $1,189 | -99.8% | 40,450 | +76.2% | 0.08% | +30.5% |
ARKK | Buy | Ark ETF TR (innovation Etf)etf | $1,170 | -99.9% | 37,442 | +23.0% | 0.08% | -34.5% |
KMI | Buy | Kinder Morgan Incstock | $1,181 | -99.9% | 65,331 | +7.1% | 0.08% | -25.5% |
IEF | New | iShares 7-10 Year Treasury Bond ETFetf | $1,151 | – | 12,018 | +100.0% | 0.08% | – |
SUSA | New | iShares MSCI USA Esg Select ETFetf | $1,156 | – | 14,044 | +100.0% | 0.08% | – |
MOS | New | The Mosaic Costock | $1,159 | – | 26,411 | +100.0% | 0.08% | – |
INFL | Listed FD TR Horizon (kinetics)etf | $1,145 | -99.9% | 36,370 | 0.0% | 0.07% | -27.5% | |
IVW | Buy | iShares S&P 500 Growth ETFetf | $1,138 | -99.9% | 19,457 | +13.2% | 0.07% | -26.0% |
IYE | New | iShares Dow Jones US (energy Sector Fund)etf | $1,129 | – | 24,278 | +100.0% | 0.07% | – |
OXY | Sell | Occidental Petrol Costock | $1,130 | -99.9% | 17,900 | -5.0% | 0.07% | -37.6% |
WWD | Woodward Incstock | $1,127 | -99.9% | 11,668 | 0.0% | 0.07% | -22.3% | |
DAL | Buy | Delta Air Lines Inc Delstock | $1,112 | -99.8% | 33,853 | +63.5% | 0.07% | +22.0% |
GDXJ | Buy | Vaneck Vectors ETF (TR JR Gold Miners E)etf | $1,108 | -99.9% | 31,093 | +0.2% | 0.07% | -21.7% |
IGIB | New | iShares Intermedt Term Corp Bond ETFetf | $1,095 | – | 22,122 | +100.0% | 0.07% | – |
Buy | Warner Brothers Discover0 | $1,084 | -99.9% | 114,311 | +44.5% | 0.07% | -23.9% | |
WBA | Sell | Walgreens Boots Allistock | $1,075 | -99.9% | 28,772 | -30.3% | 0.07% | -46.6% |
VCIT | Buy | Vanguard Intermediate Term Co ETF IVetf | $1,081 | -99.9% | 13,943 | +3.3% | 0.07% | -32.0% |
IQLT | Sell | iShares Edge MSCI (international Quality Factor Etf)etf | $1,067 | -99.9% | 32,928 | -29.0% | 0.07% | -46.9% |
LYB | New | Lyondellbasell Inds F Class Astock | $1,052 | – | 12,671 | +100.0% | 0.07% | – |
EEMV | New | Ishr Edg MSCI Min Vol Emg MKT ETFetf | $1,057 | – | 19,915 | +100.0% | 0.07% | – |
JPS | New | Nuveen Quality PFD Income Fund Comcef | $1,033 | – | 151,970 | +100.0% | 0.07% | – |
EVT | Buy | Eaton Vance Tax-Advantaged DIV Comcef | $1,037 | -99.9% | 45,464 | +8.2% | 0.07% | -27.2% |
IDV | Buy | iShares International Sel DIV ETFetf | $1,024 | -99.8% | 37,717 | +31.7% | 0.07% | +1.5% |
RIG | New | Transocean Inc New Fstock | $1,004 | – | 220,200 | +100.0% | 0.06% | – |
PRU | New | Prudential Finlstock | $1,002 | – | 10,074 | +100.0% | 0.06% | – |
RPV | New | Invesco S&P 500 Pure Value ETFetf | $1,007 | – | 12,920 | +100.0% | 0.06% | – |
BUD | Buy | Anheuser Busch Inbev S F Sponsored ADRadr | $999 | -99.9% | 16,643 | +4.2% | 0.06% | -11.0% |
KNG | New | First TR (exchange-Traded FD IV FT CBOE Vest S&P)0 | $1,009 | – | 19,755 | +100.0% | 0.06% | – |
RF | Buy | Regions Finl Costock | $1,005 | -99.8% | 46,032 | +70.8% | 0.06% | +18.2% |
XBI | New | SPDR S&P Biotech ETF IVetf | $1,008 | – | 12,146 | +100.0% | 0.06% | – |
CMCSA | Sell | Comcast Corp Class Astock | $1,002 | -99.9% | 28,647 | -23.4% | 0.06% | -41.4% |
RY | New | Royal Bank Of Canada Fstock | $993 | – | 10,566 | +100.0% | 0.06% | – |
IXN | New | iShares Global Tech ETFetf | $984 | – | 21,958 | +100.0% | 0.06% | – |
SRVR | Sell | Pacer FDS TR BNCHMRK (infra)etf | $957 | -99.9% | 32,973 | -38.0% | 0.06% | -59.7% |
COG | Buy | Cabot Oil & Gas Corpstock | $942 | -99.7% | 38,324 | +239.6% | 0.06% | +103.3% |
PDP | Buy | Invesco Dwa Momentum ETFetf | $938 | -99.9% | 13,204 | +2.0% | 0.06% | -30.7% |
BXMT | New | Blackstone MTG TR REITreit | $946 | – | 43,407 | +100.0% | 0.06% | – |
NEM | Buy | Newmont Corpstock | $930 | -99.8% | 19,705 | +73.3% | 0.06% | +25.0% |
TJX | New | TJX Companies Incstock | $933 | – | 11,717 | +100.0% | 0.06% | – |
Buy | Dimensional ETF (trust Dimensional US Real Estate Etf)0 | $928 | -99.8% | 43,871 | +117.1% | 0.06% | +42.9% | |
DVA | New | Davita Incstock | $918 | – | 12,295 | +100.0% | 0.06% | – |
FDVV | Buy | Fidelity High (dividend Etf)etf | $892 | -99.8% | 23,919 | +52.5% | 0.06% | +11.5% |
SCHZ | Buy | Schwab US Aggregate Bond ETFetf | $891 | -99.9% | 19,519 | +16.1% | 0.06% | -24.7% |
EFA | Sell | iShares MSCI EAFE ETF IVetf | $888 | -99.9% | 13,532 | -28.3% | 0.06% | -46.7% |
XSOE | New | Wisdomtree TR Em Ex (ST-Owned)etf | $877 | – | 32,885 | +100.0% | 0.06% | – |
BX | New | Blackstone Group Incstock | $860 | – | 11,592 | +100.0% | 0.06% | – |
WIP | Sell | SPDR Series Trust FTSE Int GVT ETFetf | $862 | -99.9% | 20,933 | -13.5% | 0.06% | -42.9% |
FIF | Buy | First TR Energy (infrastrctr FD Com)cef | $864 | -99.9% | 59,915 | +0.2% | 0.06% | -30.0% |
SPEM | Buy | SPDR Index Shares Emerg Markt ETF IVetf | $854 | -99.9% | 25,909 | +25.4% | 0.06% | -15.4% |
PFFD | Buy | Global X US Preferred ETFetf | $847 | -99.8% | 43,488 | +83.3% | 0.06% | +12.2% |
ESGD | Buy | iShares Esg MSCI EAFE ETF IVetf | $845 | -99.9% | 12,855 | +9.6% | 0.06% | -16.7% |
MHLD | Buy | Maiden Holdings LTDstock | $833 | -99.9% | 395,010 | +36.2% | 0.05% | -14.3% |
KEY | Buy | Keycorp Incstock | $837 | -99.9% | 48,035 | +16.1% | 0.05% | -19.4% |
GDO | Western Asset Global (CP Define Com)cef | $827 | -99.9% | 64,750 | 0.0% | 0.05% | -27.0% | |
VTWO | Buy | Vanguard Russell 2000 ETF IVetf | $831 | -99.9% | 11,803 | +6.9% | 0.05% | -28.0% |
FSD | New | First Trust High Income Longcef | $818 | – | 71,400 | +100.0% | 0.05% | – |
PULS | Sell | Pgim Ultra Short Bond ETFetf | $814 | -99.9% | 16,522 | -15.2% | 0.05% | -44.8% |
TPR | Buy | Tapestry Incstock | $826 | -99.8% | 21,682 | +20.6% | 0.05% | +1.9% |
FIS | New | Fidelity Natl Infostock | $801 | – | 11,813 | +100.0% | 0.05% | – |
PYPL | New | Paypal Holdings Incorporstock | $799 | – | 11,224 | +100.0% | 0.05% | – |
FPF | Sell | First Trust Int Dur PRFcef | $807 | -99.9% | 47,510 | -1.0% | 0.05% | -35.0% |
TFC | New | Truist Finl Corpstock | $795 | – | 18,483 | +100.0% | 0.05% | – |
TECL | Buy | Direxion Daily (technology Bull 3X SHS)etf | $792 | -99.8% | 35,825 | +53.1% | 0.05% | 0.0% |
AMLP | New | Alerian MLP ETFetf | $781 | – | 20,510 | +100.0% | 0.05% | – |
ORI | New | Old Republic Intl Corp Comstock | $766 | – | 31,714 | +100.0% | 0.05% | – |
AIG | New | American Intl Groupstock | $777 | – | 12,281 | +100.0% | 0.05% | – |
DGRO | New | iShares Core Dividend Growth ETFetf | $771 | – | 15,421 | +100.0% | 0.05% | – |
HYD | Sell | Vaneck Vectors ETFetf | $766 | -99.9% | 15,150 | -18.1% | 0.05% | -46.2% |
ARCC | Buy | Ares Capital Corpcef | $766 | -99.9% | 41,463 | +11.6% | 0.05% | -20.6% |
NFG | New | NTNL Fuel Gas Costock | $775 | – | 12,158 | +100.0% | 0.05% | – |
DNOV | New | First TR Exchng (traded FD VIII CBOE EQT Dep Nov)etf | $764 | – | 23,394 | +100.0% | 0.05% | – |
HNDL | Buy | Strategy Shares (nasdaq 7handl Index Etf)etf | $761 | -99.9% | 38,852 | +6.1% | 0.05% | -31.0% |
AZN | New | Astrazeneca PLC F Sponsored ADRadr | $744 | – | 10,971 | +100.0% | 0.05% | – |
JHMM | New | John Hancock Multifctr Mid CP ETFetf | $743 | – | 15,967 | +100.0% | 0.05% | – |
XT | iShares TR (exponential Tech)etf | $744 | -99.9% | 15,717 | 0.0% | 0.05% | -32.4% | |
RQI | Buy | Cohen &steers (quality Income Com)cef | $748 | -99.9% | 63,720 | +4.1% | 0.05% | -30.4% |
VVR | Sell | Invesco Senior Incm TR0 | $739 | -99.9% | 192,832 | -2.4% | 0.05% | -35.1% |
RWO | Buy | SPDR Index SHS FDS (DJ Wilshire Global)etf | $740 | -99.9% | 18,100 | +0.8% | 0.05% | -31.4% |
RIO | New | Rio Tinto ADR Eachadr | $748 | – | 10,501 | +100.0% | 0.05% | – |
New | Imgp Dbi Managed Futures STRTGY ETF0 | $736 | – | 25,296 | +100.0% | 0.05% | – | |
DNMR | Danimer Scientific0 | $726 | -99.9% | 405,470 | 0.0% | 0.05% | -61.2% | |
FSK | Sell | FS KKR Capital Corp (com)cef | $721 | -99.9% | 41,136 | -0.1% | 0.05% | -32.9% |
NUMV | New | Nuveen Esg Mid Cap Value ETFetf | $731 | – | 24,558 | +100.0% | 0.05% | – |
O | Sell | Realty Incm Corp REITreit | $706 | -99.9% | 11,089 | -9.2% | 0.05% | -36.1% |
SMDV | New | ProShares TR Russ (2000 Divd)etf | $715 | – | 11,650 | +100.0% | 0.05% | – |
SCHG | Sell | Schwab US Large Cap Growth Et ETF IVetf | $705 | -99.9% | 12,695 | -25.6% | 0.05% | -52.1% |
IEZ | New | iShares US Oil Equip Ser ETF IVetf | $703 | – | 33,155 | +100.0% | 0.05% | – |
VGLT | New | Vanguard Scottsdale (FDS Long Term Treas)etf | $702 | – | 11,389 | +100.0% | 0.04% | – |
HYLB | Buy | Xtrackers Usd High Yield Cor BND ETFetf | $698 | -99.9% | 20,708 | +4.6% | 0.04% | -30.8% |
DD | New | DuPont De Nemours Incstock | $702 | – | 10,224 | +100.0% | 0.04% | – |
HYGV | Sell | Flexshar HG YLD Vlu Scor BD Indx ETFetf | $691 | -99.9% | 17,336 | -12.4% | 0.04% | -42.3% |
HPQ | Sell | HP Inc.stock | $688 | -99.9% | 25,338 | -9.8% | 0.04% | -36.6% |
COMT | Buy | iShares Commodities SLCT STGY ETF IVetf | $699 | -99.9% | 24,794 | +85.6% | 0.04% | -6.2% |
AGNC | New | A G N C Investment Corp REITreit | $683 | – | 65,277 | +100.0% | 0.04% | – |
HPS | John Hancock (preferred Income Fund Iii)cef | $673 | -99.9% | 46,633 | 0.0% | 0.04% | -37.1% | |
HMY | Harmony Gold Mining Co ADR Spo Nsoredadr | $676 | -99.9% | 198,800 | 0.0% | 0.04% | -10.2% | |
EFAV | New | Ishare Edge MSCI Min Vol EAFE ETFetf | $665 | – | 10,466 | +100.0% | 0.04% | – |
KRE | Sell | SPDR S&P Regional Banking ETFetf | $657 | -100.0% | 11,184 | -83.0% | 0.04% | -89.0% |
WCLD | New | Wisdomtree TR Cloud (computng)etf | $667 | – | 26,585 | +100.0% | 0.04% | – |
IGF | Buy | iShares Global Infrastructure ETFetf | $654 | -99.9% | 14,262 | +14.6% | 0.04% | -20.8% |
SCHB | Buy | Schwab US Broad Market ETFetf | $644 | -99.9% | 14,367 | +0.6% | 0.04% | -30.0% |
BHK | New | BlackRock Core BD TR (SHS Ben Int)cef | $651 | – | 62,694 | +100.0% | 0.04% | – |
Digitalbridge Group0 | $641 | -99.9% | 58,575 | 0.0% | 0.04% | -44.6% | ||
CM | New | CDN Imperial BK Comm Fstock | $628 | – | 15,275 | +100.0% | 0.04% | – |
ICLN | New | iShares Global Clean Energy ETF IVetf | $640 | – | 32,246 | +100.0% | 0.04% | – |
OZK | Sell | Bank Ozk Little Rock Arkstock | $635 | -99.9% | 15,859 | -5.0% | 0.04% | -38.8% |
BKLN | Buy | Invesco Senior Loan ETFetf | $616 | -99.8% | 30,011 | +109.2% | 0.04% | +37.9% |
ONEQ | Sell | Fid NDQ Comp Ec ETF DVetf | $618 | -99.9% | 15,075 | -6.4% | 0.04% | -40.3% |
ESGE | Buy | iShares Esg MSCI Em ETF IVetf | $622 | -99.8% | 20,682 | +49.1% | 0.04% | +2.6% |
NEA | Buy | Nuveen Amt Free QLTYcef | $610 | -99.9% | 53,679 | +0.3% | 0.04% | -31.6% |
PZA | Buy | Invesco Exch Tradedetf | $609 | -99.9% | 26,556 | +39.0% | 0.04% | -9.3% |
CIBR | Sell | First Trust Nasdaq CYBRSCRTY ETF IVetf | $597 | -99.9% | 15,413 | -49.5% | 0.04% | -67.2% |
FIXD | New | First Trust TCW Oprtnistc Fi ETF IVetf | $606 | – | 13,788 | +100.0% | 0.04% | – |
MAIN | New | Main STR Cap Corp (com)cef | $610 | – | 16,522 | +100.0% | 0.04% | – |
SCHX | Sell | Schwab US Large Cap ETF IVetf | $605 | -99.9% | 13,389 | -12.6% | 0.04% | -40.0% |
BP | New | BP PLC F Sponsored ADRadr | $592 | – | 16,954 | +100.0% | 0.04% | – |
PCY | Sell | Invesco Emerging Markets Sovereign Debt ETFetf | $580 | -99.9% | 31,079 | -3.5% | 0.04% | -30.9% |
VRP | Buy | Invesco Variable Rate Preferred ETFetf | $581 | -99.9% | 25,967 | +3.7% | 0.04% | -30.9% |
ETRN | Sell | Equitrans Midstreamstock | $587 | -99.9% | 87,545 | -4.7% | 0.04% | -44.9% |
TTD | New | The Trade Desk Inc Class Astock | $567 | – | 12,657 | +100.0% | 0.04% | – |
EWZ | New | iShares Inc MSCI Brazil ETFetf | $566 | – | 20,230 | +100.0% | 0.04% | – |
RC | Buy | Ready Capital Corpreit | $562 | -99.9% | 48,661 | +1.9% | 0.04% | -29.4% |
AES | Buy | Aes Corpstock | $554 | -99.9% | 19,277 | +1.0% | 0.04% | -16.3% |
SPTS | Buy | SPDR Short Term Treasury ETFetf | $557 | -99.9% | 19,270 | +1.4% | 0.04% | -34.5% |
XLC | New | Communicat SVS SLCT Sec SPDR ETFetf | $553 | – | 11,531 | +100.0% | 0.04% | – |
TBF | Sell | ProShares Short 20- (YR Treasury)etf | $536 | -99.9% | 23,628 | -17.4% | 0.04% | -45.3% |
VMBS | Buy | Vanguard Mortgage Backed Sec ETFetf | $547 | -99.9% | 12,011 | +4.5% | 0.04% | -32.7% |
SPYD | Buy | SPDR Portfolio S&P (500 High Dividend Etf)etf | $543 | -99.9% | 13,730 | +2.3% | 0.04% | -27.1% |
PCEF | Sell | Invesco Exch Traded (FD TR II Cef Inm Compsi)etf | $525 | -99.9% | 28,971 | -0.1% | 0.03% | -33.3% |
LUV | Sell | Southwest Airlinesstock | $522 | -99.9% | 15,509 | -8.1% | 0.03% | -35.8% |
HMC | New | Honda Motor Co LTD F Sponsored ADRadr | $518 | – | 22,653 | +100.0% | 0.03% | – |
CINR | Sell | Ciner Resources LPstock | $528 | -99.9% | 25,136 | -2.9% | 0.03% | -33.3% |
PLUG | New | Plug Power Inc Comstock | $515 | – | 41,637 | +100.0% | 0.03% | – |
New | Investment Managers (ser TR II Axs Astoria Inflation Sensitive Etf)0 | $507 | – | 19,995 | +100.0% | 0.03% | – | |
LEG | New | Leggett & Platt Incstock | $508 | – | 15,552 | +100.0% | 0.03% | – |
NRZ | Sell | New Residential Inve REITreit | $496 | -99.9% | 58,870 | -1.9% | 0.03% | -27.3% |
SPTM | New | SPDR Portfolio S P 1500 CMPST ST ETFetf | $489 | – | 10,334 | +100.0% | 0.03% | – |
PPC | Buy | Pilgrim's Pride Corpstock | $502 | -99.9% | 21,161 | +8.1% | 0.03% | -28.9% |
ALLY | New | Ally Financial Incstock | $489 | – | 20,004 | +100.0% | 0.03% | – |
VEGI | Sell | iShares Inc GLB (agric PR Etf)0 | $487 | -99.9% | 11,356 | -4.5% | 0.03% | -31.9% |
New | First TR Exchng (traded FD VIII CBOE Vest Buferd)0 | $492 | – | 27,420 | +100.0% | 0.03% | – | |
AWF | Buy | Alliancebernstein Global HGH I Comcef | $489 | -99.9% | 52,126 | +16.5% | 0.03% | -20.0% |
FTNT | New | Fortinet Incstock | $496 | – | 10,136 | +100.0% | 0.03% | – |
PAAS | Buy | Pan Amern Silverstock | $496 | -99.9% | 30,358 | +0.0% | 0.03% | -34.7% |
FLRN | Buy | SPDR BLMBRG BRCLY Inv GR FLTN ETFetf | $479 | -99.9% | 15,752 | +3.1% | 0.03% | -34.0% |
ESRT | New | Empire State Realty Trus REITreit | $480 | – | 71,211 | +100.0% | 0.03% | – |
IQDG | New | Wisdomtree Intl QLTY DIV GWTH ETF0 | $470 | – | 15,339 | +100.0% | 0.03% | – |
DSL | Buy | Doubleline Income (solutions FD Com Usd0.00001)cef | $467 | -99.9% | 42,144 | +17.8% | 0.03% | -23.1% |
XYLD | New | Global X FDS S&P 500 (covered)etf | $464 | – | 11,731 | +100.0% | 0.03% | – |
HE | Hawaiian Elec Indsstock | $459 | -99.9% | 10,958 | 0.0% | 0.03% | -21.1% | |
DVYE | Sell | iShares Emerging Markets DIV ETFetf | $446 | -99.9% | 18,484 | -15.5% | 0.03% | -42.0% |
SUSB | Sell | iShares TR Esg Awre (1 5 YR)etf | $454 | -99.9% | 19,119 | -29.5% | 0.03% | -54.7% |
MPB | Mid Penn Bancorp Incstock | $453 | -99.9% | 15,114 | 0.0% | 0.03% | -34.1% | |
DFAC | Buy | Dimensional ETF (trust US Core Equity 2)etf | $453 | -99.8% | 18,639 | +79.0% | 0.03% | +26.1% |
IPG | Buy | Interpublic GRP Cosstock | $455 | -99.8% | 13,671 | +16.8% | 0.03% | -3.3% |
FAUG | New | First TR Exchng (traded FD VIII Vest US Buffer)etf | $430 | – | 12,403 | +100.0% | 0.03% | – |
ETG | Sell | Eaton Vance Tax-Advantaged Glo Comcef | $432 | -99.9% | 28,579 | -7.4% | 0.03% | -40.4% |
ENB | New | Enbridge Inc Fstock | $431 | – | 11,014 | +100.0% | 0.03% | – |
TEVA | Buy | Teva Pharmaceutical In F Sponsored ADRadr | $436 | -99.9% | 47,837 | +15.3% | 0.03% | -17.6% |
VLY | New | Valley National Bancorp Comstock | $432 | – | 38,188 | +100.0% | 0.03% | – |
EVV | Buy | Eaton Vance LTD (duration Incom Com)cef | $440 | -99.9% | 46,845 | +14.6% | 0.03% | -26.3% |
DDEC | New | First TR Exchng (traded FD VIII FT CBOE Deep BFR)0 | $429 | – | 14,018 | +100.0% | 0.03% | – |
MYY | Sell | ProShares TR PSHS SH (mdcap400)0 | $421 | -99.9% | 16,947 | -0.2% | 0.03% | -42.6% |
PGX | Buy | Invesco Preferred ETFetf | $418 | -99.9% | 37,359 | +3.5% | 0.03% | -37.2% |
SJI | South Jersey Industries Inc Co Mstock | $414 | -99.9% | 11,650 | 0.0% | 0.03% | -30.8% | |
DBC | Buy | Invesco DB Commdy (indx TRCK FD Unit)etf | $396 | -99.9% | 16,055 | +12.5% | 0.03% | -23.5% |
HTD | Buy | Hancock John (tax-Advantaged DI Com)cef | $408 | -99.9% | 17,832 | +3.7% | 0.03% | -27.8% |
SPIB | New | SPDR Portfolio (intermediate Term Corporate Bond Etf)etf | $387 | – | 12,144 | +100.0% | 0.02% | – |
PEAK | Buy | Healthpeak PPTYS Inc REITreit | $390 | -99.9% | 15,574 | +6.0% | 0.02% | -26.5% |
XMPT | New | Vaneck ETF Trust Cef (muni Income)0 | $382 | – | 17,777 | +100.0% | 0.02% | – |
GM | Sell | General Motors Costock | $369 | -99.9% | 10,957 | -33.1% | 0.02% | -54.7% |
SBS | Saneamen Sao Pau ADRadr | $368 | -99.9% | 34,555 | 0.0% | 0.02% | -25.0% | |
ESML | New | iShares Esg MSCI USA Small Cap ETFetf | $364 | – | 11,058 | +100.0% | 0.02% | – |
DES | Buy | Wisdomtree Smallcap Dividend ETF NVetf | $362 | -99.9% | 12,745 | +6.2% | 0.02% | -25.8% |
SPTI | New | SPDR Port Inter TRM TRSRY ETFetf | $351 | – | 12,425 | +100.0% | 0.02% | – |
VICI | New | Vici PPTYS Inc Comreit | $357 | – | 10,914 | +100.0% | 0.02% | – |
JRI | Buy | Nuveen RL Asst Inc & GRWcef | $353 | -99.9% | 30,175 | +0.6% | 0.02% | -32.4% |
FXN | New | First Trust Energy Alphadex ETFetf | $363 | – | 21,262 | +100.0% | 0.02% | – |
NAD | Buy | Nuveen Quality Muncpcef | $346 | -99.9% | 29,354 | +0.3% | 0.02% | -33.3% |
HUN | New | Huntsman Corpstock | $343 | – | 12,483 | +100.0% | 0.02% | – |
New | Haleon Plcadrw/I0 | $338 | – | 42,195 | +100.0% | 0.02% | – | |
JLS | Nuveen Mortgage And Incocef | $334 | -99.9% | 20,629 | 0.0% | 0.02% | -35.3% | |
LXU | New | LSB Industries Incstock | $340 | – | 25,542 | +100.0% | 0.02% | – |
SPXU | New | ProShares Ultrapro Short S&P500etf | $346 | – | 20,500 | +100.0% | 0.02% | – |
New | Brookfield0 | $322 | – | 10,223 | +100.0% | 0.02% | – | |
BAB | Buy | Invesco (exchange-Traded FD TR Taxable Mun BD)etf | $331 | -99.9% | 12,890 | +0.0% | 0.02% | -36.4% |
SFNC | Buy | Simmons First NTNL Co005 Class Astock | $313 | -99.9% | 14,383 | +36.5% | 0.02% | -13.0% |
SH | Buy | ProShares Short S&P500etf | $304 | -99.9% | 18,950 | +59.1% | 0.02% | -4.8% |
NVG | Buy | Nuveen Amt Free Mun CR Comcef | $315 | -99.9% | 25,934 | +0.7% | 0.02% | -33.3% |
NG | New | Novagold Res Inc Comstock | $303 | – | 50,632 | +100.0% | 0.02% | – |
IBDO | New | iShares Ibonds (dec 2023 Term Corporate Etf)etf | $307 | – | 12,249 | +100.0% | 0.02% | – |
SSUS | New | Day Hagn Ned DVS RSRC SMR SCT ETFetf | $309 | – | 10,136 | +100.0% | 0.02% | – |
PEY | Sell | Invesco Exchange (traded FD TR Hig YLD Eq Div)etf | $310 | -99.9% | 14,960 | -2.2% | 0.02% | -31.0% |
HTGC | Buy | Hercules Capital Inccef | $309 | -99.9% | 23,397 | +2.6% | 0.02% | -25.9% |
ANGL | Sell | Vaneck Vectors Fallen Angel High Yield Bondetf | $313 | -99.9% | 11,602 | -24.7% | 0.02% | -51.2% |
PDT | Sell | Hancock John Prem (divid FD Com SH Ben Int)cef | $303 | -99.9% | 23,421 | -1.2% | 0.02% | -37.5% |
FDEV | Sell | Fidelity Targeted (international Factor Etf)etf | $305 | -99.9% | 12,612 | -12.4% | 0.02% | -35.5% |
COLB | Buy | Columbia BKG SYS Incstock | $311 | -99.9% | 10,321 | +0.0% | 0.02% | -33.3% |
SOXL | Buy | Direxion Daily (semiconductor Bull 3X Shares)etf | $290 | -99.9% | 30,033 | +0.6% | 0.02% | -29.6% |
New | Annaly Capital MGT Com Usd0.01(post Rev0 | $300 | – | 14,197 | +100.0% | 0.02% | – | |
HTEC | New | Robo GLBL HLTHCR Tech And Inv ETFetf | $294 | – | 10,197 | +100.0% | 0.02% | – |
BHR | Buy | Braemar Hotels & Resortsreit | $294 | -99.9% | 70,693 | +0.4% | 0.02% | -38.7% |
CRK | Buy | Comstock Res Incstock | $289 | -99.9% | 21,102 | +0.4% | 0.02% | -48.6% |
TQQQ | New | ProShares Ultrapro QQQ ETFetf | $281 | – | 16,254 | +100.0% | 0.02% | – |
SHYD | Sell | Vaneck Vectors ETF (TR SHRT HGH YLD Mun)etf | $280 | -99.9% | 12,586 | -6.5% | 0.02% | -40.0% |
PDBC | Sell | Invesco Optimum Yield Diversified Commodityetf | $285 | -99.9% | 19,262 | -3.1% | 0.02% | -43.8% |
TGNA | New | Tegna Inc Comstock | $277 | – | 13,011 | +100.0% | 0.02% | – |
EMD | Sell | Western Asset Emrg MRKT DBTcef | $258 | -99.9% | 28,337 | -6.9% | 0.02% | -32.0% |
Buy | ProShares Bitcoin Strategy ETFetf | $265 | -99.9% | 25,429 | +32.1% | 0.02% | -26.1% | |
HPI | Buy | John Hancock (preferred Income Fund)cef | $261 | -99.9% | 16,117 | +0.3% | 0.02% | -34.6% |
VOD | New | Vodafone Group F Sponsored ADRadr | $257 | – | 24,225 | +100.0% | 0.02% | – |
SNLN | Highland/iBoxx (senior Loan Etf)etf | $254 | -99.9% | 17,400 | 0.0% | 0.02% | -38.5% | |
New | Dimensional ETF (trust World Ex US Core)etf | $242 | – | 11,202 | +100.0% | 0.02% | – | |
ARKF | New | Ark ETF TR Fintech (innova)etf | $251 | – | 17,574 | +100.0% | 0.02% | – |
SWAN | New | Amplify Blackswan GRWTH Tres Cre ETFetf | $252 | – | 10,305 | +100.0% | 0.02% | – |
MUE | BlackRock (muniholdings Quality Fund II Inc)cef | $249 | -99.9% | 25,000 | 0.0% | 0.02% | -36.0% | |
PHB | Sell | Invesco Fundamental High Yield Corporate Bond ETFetf | $244 | -99.9% | 14,251 | -3.2% | 0.02% | -33.3% |
EBND | Buy | SPDR Ser TR Blombrg (BRC Emrg)etf | $250 | -99.9% | 12,172 | +8.0% | 0.02% | -27.3% |
TEAF | New | Ecofin Sustainable (and Social Com SH Ben Int)cef | $227 | – | 17,644 | +100.0% | 0.02% | – |
GEL | New | Genesis Energy L Pstock | $224 | – | 21,957 | +100.0% | 0.02% | – |
PZC | Sell | PIMCO California (municipal Income Fund Iii)cef | $237 | -99.9% | 28,307 | -6.9% | 0.02% | -31.8% |
MMT | Buy | MFS Multimarket Inc Trustcef | $225 | -99.9% | 49,890 | +0.9% | 0.02% | -28.6% |
GPK | New | Graphic Packaging HLstock | $233 | – | 10,409 | +100.0% | 0.02% | – |
MQT | Buy | BlackRock Muniyield (quality Fund II Inc)cef | $238 | -99.9% | 23,300 | +0.4% | 0.02% | -37.5% |
URA | New | Global X FDS Global (X Uranium)etf | $236 | – | 11,730 | +100.0% | 0.02% | – |
MNKD | New | Mannkind Corpstock | $211 | – | 40,086 | +100.0% | 0.01% | – |
SNAP | Sell | Snap Inc Class Astock | $214 | -99.9% | 23,953 | -11.5% | 0.01% | -48.1% |
ORCC | New | Owl Rock Capital (corporation Com)cef | $212 | – | 17,810 | +100.0% | 0.01% | – |
AGI | New | Alamos Gold Inc Com0 | $202 | – | 20,000 | +100.0% | 0.01% | – |
DNP | New | DNP Select Income Fund Inc Comcef | $205 | – | 18,100 | +100.0% | 0.01% | – |
GGB | New | Gerdau SA Spon ADRadr | $202 | – | 36,524 | +100.0% | 0.01% | – |
PSQ | Exit | ProShares Short QQQ ETFetf | $0 | – | -13,475 | -100.0% | -0.02% | – |
WU | Exit | Western Union Costock | $0 | – | -15,236 | -100.0% | -0.02% | – |
VST | Exit | Vistra Corpstock | $0 | – | -10,428 | -100.0% | -0.02% | – |
QS | Exit | Quantumscape Corp Class Astock | $0 | – | -25,938 | -100.0% | -0.02% | – |
Exit | Wealthtrust DBS Long TRM GRTH ETF- | $0 | – | -12,735 | -100.0% | -0.02% | – | |
HPE | Exit | Hewlett Packard Enterpristock | $0 | – | -20,924 | -100.0% | -0.03% | – |
ASET | Exit | Flexshares Real Asts Alctn Indx ETFetf | $0 | – | -10,453 | -100.0% | -0.03% | – |
FALN | Exit | Falnetf | $0 | – | -12,400 | -100.0% | -0.03% | – |
BNDC | Exit | Flexshares Core Select Bond ETFetf | $0 | – | -14,152 | -100.0% | -0.03% | – |
FREL | Exit | Fidelity MSCI Real (estate Index Etf)etf | $0 | – | -13,990 | -100.0% | -0.03% | – |
TDTF | Exit | Flexshares iBoxx 5 YR TIPS Idx ETFetf | $0 | – | -14,616 | -100.0% | -0.03% | – |
MUR | Exit | Murphy Oil Corp HLDGstock | $0 | – | -10,742 | -100.0% | -0.04% | – |
TRQ | Exit | Turquoise Hill Resstock | $0 | – | -13,084 | -100.0% | -0.04% | – |
FDL | Exit | First Trust Morningstar DIV LDRS ETFetf | $0 | – | -12,180 | -100.0% | -0.04% | – |
DOG | Exit | ProShares TR PSHS (short Dow30)etf | $0 | – | -10,000 | -100.0% | -0.04% | – |
FINX | Exit | Global X FDS Fintech (etf)etf | $0 | – | -22,508 | -100.0% | -0.05% | – |
BTI | Exit | Brit Amer Tobacco F Sponsored ADRadr | $0 | – | -15,308 | -100.0% | -0.06% | – |
FLDR | Exit | Fidelity Low (duration Bond Factor Etf)etf | $0 | – | -12,367 | -100.0% | -0.06% | – |
PNW | Exit | Pinnacle West Capstock | $0 | – | -10,112 | -100.0% | -0.07% | – |
EAGG | Exit | iShares TR Esg Awr (us Agrgt)etf | $0 | – | -14,311 | -100.0% | -0.07% | – |
ISMD | Exit | Ismdetf | $0 | – | -26,300 | -100.0% | -0.07% | – |
Exit | 2X Long Vix Futures ETF- | $0 | – | -72,626 | -100.0% | -0.10% | – | |
SSO | Exit | ProShares Ultra S&P 500 ETF IVetf | $0 | – | -29,354 | -100.0% | -0.12% | – |
KMB | Exit | Kimberly-Clark Corpstock | $0 | – | -11,559 | -100.0% | -0.13% | – |
RWM | Exit | ProShares Short Russell 2000 ETFetf | $0 | – | -57,648 | -100.0% | -0.15% | – |
KBE | Exit | SPDR S&P Bank ETFetf | $0 | – | -60,349 | -100.0% | -0.27% | – |
GLL | Exit | GLL- | $0 | – | -110,320 | -100.0% | -0.42% | – |
SHV | Exit | iShares Short Treasury Bond ETFetf | $0 | – | -39,602 | -100.0% | -0.44% | – |
Exit | Core Scientific Inc Class A- | $0 | – | -3,563,833 | -100.0% | -0.47% | – | |
Exit | ProShares Ultrapro Short QQQ- | $0 | – | -83,526 | -100.0% | -0.52% | – | |
CORN | Exit | Teucrium Corn ETFetf | $0 | – | -202,787 | -100.0% | -0.55% | – |
WEAT | Exit | Teucrium Wheat ETF- | $0 | – | -646,404 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Microsoft Corporation | 27 | Q3 2023 | 3.9% |
SPDR S&P 500 ETF TR | 27 | Q3 2023 | 2.0% |
Verizon Communicatn | 27 | Q3 2023 | 1.9% |
The Coca-Cola Co | 27 | Q3 2023 | 1.9% |
CHEVRON CORP NEW COM | 27 | Q3 2023 | 1.9% |
JOHNSON & JOHNSON COM | 27 | Q3 2023 | 1.5% |
EXXON MOBIL CORP COM | 27 | Q3 2023 | 1.6% |
AT&T INC COM | 27 | Q3 2023 | 1.9% |
United Parcel SRVC Class B | 27 | Q3 2023 | 1.2% |
ALTRIA GROUP INC COM | 27 | Q3 2023 | 1.9% |
View Sowell Financial Services LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-24 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
D | 2022-03-03 |
13F-HR | 2022-02-09 |
View Sowell Financial Services 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.