$420 Million is the total value of Anchor Investment Management, LLC's 799 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 9.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $16,806,601 | +0.6% | 208,312 | -0.5% | 4.00% | -3.9% |
| V | Buy | VISA INC COM CL Astock | $16,277,775 | +12.3% | 93,793 | +1.1% | 3.88% | +7.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $10,998,645 | +16.4% | 82,104 | +2.5% | 2.62% | +11.1% |
| DIS | Buy | DISNEY WALT CO COMstock | $8,919,632 | +29.4% | 63,876 | +2.9% | 2.13% | +23.6% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $5,910,143 | -2.4% | 77,126 | +2.9% | 1.41% | -6.8% |
| UNP | Buy | UNION PAC CORP COMstock | $5,700,022 | +2.0% | 33,706 | +0.9% | 1.36% | -2.6% |
| ENB | Buy | ENBRIDGE INC COMstock | $5,510,679 | +1.9% | 152,735 | +2.4% | 1.31% | -2.7% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $5,318,850 | -0.5% | 38,188 | -0.2% | 1.27% | -4.9% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $5,199,184 | +7.7% | 74,073 | +3.8% | 1.24% | +2.8% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $5,023,635 | +50.9% | 87,995 | +46.4% | 1.20% | +44.0% |
| INTC | Buy | INTEL CORP COMstock | $5,022,429 | -1.2% | 104,918 | +10.8% | 1.20% | -5.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $4,806,984 | +8.0% | 22,550 | +1.8% | 1.15% | +3.2% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $4,520,213 | -2.5% | 51,226 | -0.5% | 1.08% | -6.9% |
| AAPL | Buy | APPLE INC COMstock | $4,507,673 | +10.2% | 22,775 | +5.8% | 1.07% | +5.2% |
| D | Buy | DOMINION ENERGY INC COMstock | $4,467,719 | +3.8% | 57,782 | +3.0% | 1.06% | -0.8% |
| ABT | Buy | ABBOTT LABS COMstock | $4,429,285 | +5.5% | 52,667 | +0.3% | 1.06% | +0.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $4,330,967 | -1.5% | 75,809 | +1.9% | 1.03% | -6.0% |
| WM | WASTE MGMT INC DEL COMstock | $4,205,915 | +11.0% | 36,456 | 0.0% | 1.00% | +6.0% | |
| PFE | Buy | PFIZER INC COMstock | $4,134,922 | +6.4% | 95,451 | +4.3% | 0.98% | +1.5% |
| BA | Sell | BOEING CO COMstock | $4,058,351 | -7.3% | 11,149 | -2.9% | 0.97% | -11.5% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $4,015,500 | +1.6% | 14,919 | -2.0% | 0.96% | -2.9% |
| GBDC | Sell | GOLUB CAP BDC INC COMcef | $3,981,501 | -43.4% | 223,680 | -43.2% | 0.95% | -46.0% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $3,783,185 | -1.3% | 3,500 | +7.1% | 0.90% | -5.7% |
| HD | Sell | HOME DEPOT INC COMstock | $3,725,367 | +8.3% | 17,913 | -0.0% | 0.89% | +3.5% |
| T | Sell | AT&T INC COMstock | $3,710,167 | -2.5% | 110,718 | -8.8% | 0.88% | -6.9% |
| KO | Buy | COCA COLA CO COMstock | $3,686,043 | +9.7% | 72,389 | +1.0% | 0.88% | +4.8% |
| LOW | Sell | LOWES COS INC COMstock | $3,449,302 | -7.8% | 34,182 | -0.0% | 0.82% | -12.0% |
| FDX | Sell | FEDEX CORP COMstock | $3,192,675 | -11.3% | 19,445 | -2.0% | 0.76% | -15.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $3,184,021 | +4.2% | 30,832 | +12.8% | 0.76% | -0.5% |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $3,135,680 | +10.6% | 6,964 | 0.0% | 0.75% | +5.5% | |
| AMZN | Buy | AMAZON COM INC COMstock | $3,128,277 | +11.5% | 1,652 | +4.8% | 0.75% | +6.6% |
| PEP | Sell | PEPSICO INC COMstock | $3,117,850 | +6.7% | 23,777 | -0.3% | 0.74% | +1.9% |
| SON | Buy | SONOCO PRODS CO COMstock | $2,942,463 | +6.7% | 45,033 | +0.5% | 0.70% | +1.9% |
| ADBE | Buy | ADOBE INC COMstock | $2,932,357 | +11.5% | 9,952 | +0.8% | 0.70% | +6.4% |
| ABBV | Sell | ABBVIE INC COMstock | $2,921,381 | -12.0% | 40,173 | -2.5% | 0.70% | -16.0% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $2,898,031 | +4.6% | 14,539 | -2.0% | 0.69% | -0.1% |
| CSX | Buy | CSX CORP COMstock | $2,851,239 | +4.0% | 36,852 | +0.5% | 0.68% | -0.7% |
| CSCO | Buy | CISCO SYS INC COMstock | $2,784,452 | +6.1% | 50,876 | +4.6% | 0.66% | +1.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $2,756,093 | +2.7% | 11,295 | +4.0% | 0.66% | -1.9% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $2,739,537 | +5.6% | 24,984 | +0.2% | 0.65% | +0.8% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $2,695,268 | +19.3% | 27,675 | +11.6% | 0.64% | +13.8% |
| MRK | Buy | MERCK & CO INC COMstock | $2,660,728 | +3.2% | 31,732 | +2.3% | 0.63% | -1.6% |
| SO | Sell | SOUTHERN CO COMstock | $2,612,751 | +5.6% | 47,264 | -1.3% | 0.62% | +1.0% |
| ORCL | Buy | ORACLE CORP COMstock | $2,495,517 | +8.0% | 43,804 | +1.8% | 0.60% | +3.1% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $2,442,812 | +2.4% | 57,777 | -3.2% | 0.58% | -2.3% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $2,435,962 | +8.1% | 16,375 | +5.5% | 0.58% | +3.4% |
| L | LOEWS CORP COMstock | $2,435,549 | +14.1% | 44,550 | 0.0% | 0.58% | +8.8% | |
| VO | Sell | VANGUARD MID-CAP ETFetf | $2,418,053 | +2.2% | 14,466 | -1.7% | 0.58% | -2.5% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $2,400,694 | +31.1% | 11,384 | +24.7% | 0.57% | +25.2% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,372,353 | +64.0% | 90,410 | +62.5% | 0.56% | +56.5% |
| FISV | Buy | FISERV INC COMstock | $2,301,790 | +6.2% | 25,250 | +2.8% | 0.55% | +1.5% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $2,270,948 | +3.6% | 18,249 | +2.5% | 0.54% | -1.1% |
| SYK | Buy | STRYKER CORPORATION COMstock | $2,249,251 | +7.6% | 10,941 | +3.4% | 0.54% | +2.7% |
| BAC | Buy | BANK AMERICA CORP COMstock | $2,235,753 | +9.5% | 77,095 | +4.2% | 0.53% | +4.5% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,236,953 | +15.7% | 20,009 | +4.7% | 0.53% | +10.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $2,199,553 | -11.0% | 40,233 | +3.0% | 0.52% | -15.1% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $2,143,173 | +27.3% | 11,477 | +22.5% | 0.51% | +21.7% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $2,126,314 | +10.0% | 39,449 | +1.8% | 0.51% | +5.0% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $2,113,545 | +6.8% | 12,151 | +5.9% | 0.50% | +2.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $2,109,797 | +7.5% | 7,184 | +0.2% | 0.50% | +2.7% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $2,054,682 | +9.9% | 1,096 | +2.3% | 0.49% | +5.2% |
| EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,019,319 | +16.5% | 27,799 | +15.5% | 0.48% | +11.3% |
| BAX | Sell | BAXTER INTL INC COMstock | $1,969,713 | +0.2% | 24,050 | -0.5% | 0.47% | -4.3% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $1,946,676 | +14.9% | 7,359 | +2.3% | 0.46% | +9.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,907,082 | +2.3% | 11,535 | -1.2% | 0.45% | -2.4% |
| CVS | Sell | CVS HEALTH CORP COMstock | $1,836,335 | -13.3% | 33,700 | -14.1% | 0.44% | -17.0% |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,804,860 | +13.1% | 21,530 | +0.3% | 0.43% | +8.0% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $1,780,320 | +10.0% | 25,798 | +2.8% | 0.42% | +5.0% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $1,739,680 | +7.1% | 24,338 | +4.8% | 0.42% | +2.2% |
| RTX | Buy | RTX CORPORATION COMstock | $1,711,088 | +2.6% | 13,142 | +1.5% | 0.41% | -1.9% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $1,696,151 | +12.3% | 19,577 | +4.2% | 0.40% | +7.2% |
| VB | Sell | VANGUARD SMALL-CAP ETFetf | $1,685,192 | -0.2% | 10,757 | -2.7% | 0.40% | -4.7% |
| FB | Sell | META PLATFORMS INC CL Astock | $1,663,274 | +15.4% | 8,618 | -0.3% | 0.40% | +10.0% |
| UNM | UNUM GROUP COMstock | $1,657,605 | -0.8% | 49,407 | 0.0% | 0.40% | -5.3% | |
| GLW | Sell | CORNING INC COMstock | $1,641,237 | -5.7% | 49,390 | -6.0% | 0.39% | -9.9% |
| VIS | Buy | VANGUARD INDUSTRIALS ETFetf | $1,629,898 | +9.4% | 11,179 | +4.9% | 0.39% | +4.3% |
| BSCK | Buy | INVESCO BULLETSHARES 2020 CORP BD ETFetf | $1,618,779 | +14.7% | 76,142 | +14.4% | 0.39% | +9.7% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $1,605,843 | +5.1% | 6,671 | +1.1% | 0.38% | +0.5% |
| AFL | Sell | AFLAC INC COMstock | $1,576,062 | +9.5% | 28,755 | -0.1% | 0.38% | +4.7% |
| BSCL | Buy | INVESCO BULLETSHARES 2021 CORP BD ETFetf | $1,579,058 | +23.3% | 74,519 | +22.4% | 0.38% | +17.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,562,707 | +18.2% | 37,466 | +15.9% | 0.37% | +12.7% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,519,961 | +4.5% | 10,127 | +0.7% | 0.36% | -0.3% |
| MET | Sell | METLIFE INC COMstock | $1,490,199 | +12.6% | 30,002 | -3.5% | 0.36% | +7.6% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $1,460,055 | +6.9% | 8,139 | +2.7% | 0.35% | +2.1% |
| QCOM | Sell | QUALCOMM INC COMstock | $1,438,249 | +32.7% | 18,907 | -0.5% | 0.34% | +26.6% |
| FOXA | Buy | FOX CORP CL A COMstock | $1,416,209 | +39.5% | 38,652 | +39.7% | 0.34% | +33.2% |
| BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $1,332,152 | +42.0% | 62,971 | +39.6% | 0.32% | +35.5% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $1,323,110 | +51.5% | 62,264 | +47.8% | 0.32% | +44.5% |
| WY | Buy | WEYERHAEUSER CO MTN BE COM NEWreit | $1,317,585 | +0.8% | 50,022 | +0.8% | 0.31% | -3.7% |
| C | Buy | CITIGROUP INC COM NEWstock | $1,299,337 | +13.3% | 18,554 | +0.7% | 0.31% | +8.4% |
| SCHP | Buy | SCHWAB US TIPS ETFetf | $1,291,647 | +9.0% | 22,938 | +6.5% | 0.31% | +4.1% |
| NEE | NEXTERA ENERGY INC COMstock | $1,269,411 | +6.0% | 6,196 | 0.0% | 0.30% | +1.3% | |
| LLY | ELI LILLY & CO COMstock | $1,267,327 | -14.6% | 11,439 | 0.0% | 0.30% | -18.4% | |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,260,228 | +1.6% | 54,250 | -2.7% | 0.30% | -2.9% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,253,039 | +16.5% | 10,151 | +3.2% | 0.30% | +11.6% |
| AMGN | Sell | AMGEN INC COMstock | $1,236,150 | -6.5% | 6,708 | -3.6% | 0.30% | -10.6% |
| TFC | Buy | TRUIST FINL CORP COMstock | $1,223,997 | +5.6% | 24,913 | +0.0% | 0.29% | +1.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $1,225,931 | -3.1% | 8,890 | -0.8% | 0.29% | -7.6% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $1,212,635 | +22.3% | 2,646 | +14.9% | 0.29% | +17.0% |
| LHCG | LHC GROUP INC COMstock | $1,160,524 | +7.9% | 9,705 | 0.0% | 0.28% | +3.0% | |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $1,154,559 | -2.2% | 14,337 | -3.4% | 0.28% | -6.8% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $1,154,548 | -11.2% | 14,702 | -0.1% | 0.28% | -15.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $1,150,561 | -1.0% | 6,228 | +2.6% | 0.27% | -5.5% |
| TSCO | Sell | TRACTOR SUPPLY CO COMstock | $1,135,219 | +11.0% | 10,434 | -0.2% | 0.27% | +6.3% |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $1,126,493 | -15.5% | 25,515 | -3.5% | 0.27% | -19.5% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,114,201 | +1.9% | 1,029 | +10.8% | 0.27% | -2.6% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $1,110,962 | +13.3% | 53,207 | +8.6% | 0.26% | +8.2% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $1,105,206 | -22.7% | 23,356 | -21.1% | 0.26% | -26.3% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,069,539 | +3.3% | 11,904 | -0.1% | 0.26% | -1.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $1,070,289 | -3.4% | 2,898 | +1.6% | 0.26% | -7.6% |
| AMLP | Buy | ALERIAN MLP ETFetf | $1,064,983 | +13.3% | 108,120 | +15.4% | 0.25% | +8.1% |
| ATO | Sell | ATMOS ENERGY CORP COMstock | $1,026,149 | +0.2% | 9,721 | -2.3% | 0.24% | -4.3% |
| TXN | TEXAS INSTRS INC COMstock | $1,029,971 | +8.2% | 8,975 | 0.0% | 0.24% | +2.9% | |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $1,020,527 | +2.6% | 11,798 | -0.4% | 0.24% | -2.0% |
| DHR | Buy | DANAHER CORPORATION COMstock | $1,010,159 | +9.7% | 7,068 | +1.4% | 0.24% | +4.8% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $1,006,818 | +3.2% | 95,887 | -1.8% | 0.24% | -1.6% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $1,004,273 | +0.2% | 9,870 | 0.0% | 0.24% | -4.4% | |
| ECL | ECOLAB INC COMstock | $1,003,390 | +11.8% | 5,082 | 0.0% | 0.24% | +6.7% | |
| SNPS | Sell | SYNOPSYS INC COMstock | $972,768 | +9.9% | 7,559 | -1.6% | 0.23% | +5.0% |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $963,152 | +3.2% | 15,542 | -3.9% | 0.23% | -1.3% |
| SPGI | Buy | S&P GLOBAL INC COMstock | $942,823 | +9.0% | 4,139 | +0.8% | 0.22% | +4.2% |
| CL | COLGATE PALMOLIVE CO COMstock | $940,669 | +4.6% | 13,125 | 0.0% | 0.22% | -0.4% | |
| IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $929,229 | +9.8% | 4,268 | +3.0% | 0.22% | +4.7% |
| PAYX | Buy | PAYCHEX INC COMstock | $921,648 | +8.4% | 11,200 | +5.7% | 0.22% | +3.8% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $904,060 | -18.2% | 9,901 | -13.9% | 0.22% | -22.1% |
| HUM | Sell | HUMANA INC COMstock | $887,959 | -6.6% | 3,347 | -6.4% | 0.21% | -10.5% |
| BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $882,393 | +39.5% | 41,701 | +35.6% | 0.21% | +32.9% |
| RDSB | Sell | SHELL PLC SPON ADR Badr | $858,433 | -3.1% | 13,058 | -5.8% | 0.20% | -7.2% |
| BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $841,566 | +35.0% | 41,032 | +30.1% | 0.20% | +28.8% |
| COP | Sell | CONOCOPHILLIPS COMstock | $822,829 | -10.5% | 13,489 | -2.1% | 0.20% | -14.4% |
| SPY | SPDR S&P 500 ETF TRUSTetf | $814,833 | +3.7% | 2,781 | 0.0% | 0.19% | -1.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $810,302 | +4.6% | 5,373 | -0.5% | 0.19% | 0.0% |
| BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $791,370 | +36.0% | 39,235 | +31.4% | 0.19% | +30.3% |
| MO | Sell | ALTRIA GROUP INC COMstock | $787,478 | -17.8% | 16,631 | -0.3% | 0.19% | -21.3% |
| CFR | Sell | CULLEN FROST BANKERS INC COMstock | $784,403 | -5.2% | 8,375 | -1.8% | 0.19% | -9.7% |
| NIM | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $785,400 | +4.6% | 75,367 | 0.0% | 0.19% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD COM STKstock | $782,242 | +10.1% | 19,684 | +20.7% | 0.19% | +5.1% |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $775,975 | +19.3% | 4,488 | +5.6% | 0.18% | +14.2% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $774,340 | +45.4% | 2,130 | +20.1% | 0.18% | +39.1% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $747,592 | -1.1% | 2,829 | -9.4% | 0.18% | -5.8% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $745,403 | -13.6% | 11,759 | -1.3% | 0.18% | -17.2% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $725,277 | -2.5% | 6,280 | -4.6% | 0.17% | -7.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $720,824 | +19.9% | 6,214 | +7.7% | 0.17% | +14.7% |
| CPRT | COPART INC COMstock | $718,251 | +23.4% | 9,610 | 0.0% | 0.17% | +17.9% | |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $684,993 | +37.0% | 2,120 | +14.3% | 0.16% | +30.4% |
| DD | Sell | DUPONT DE NEMOURS INC COMstock | $680,284 | -60.4% | 9,062 | -71.9% | 0.16% | -62.2% |
| ALLY | ALLY FINL INC COMstock | $641,803 | +12.7% | 20,710 | 0.0% | 0.15% | +7.7% | |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC COMstock | $638,653 | +27.3% | 2,274 | +11.8% | 0.15% | +21.6% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $599,638 | +9.2% | 13,352 | -3.6% | 0.14% | +4.4% |
| WMT | Buy | WALMART INC COMstock | $601,686 | +13.5% | 5,446 | +0.2% | 0.14% | +8.3% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $593,089 | +31.3% | 2,620 | +10.8% | 0.14% | +24.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $588,371 | +9.4% | 20,380 | +10.2% | 0.14% | +4.5% |
| MCO | MOODYS CORP COMstock | $585,930 | +7.9% | 3,000 | 0.0% | 0.14% | +2.9% | |
| TGT | Sell | TARGET CORP COMstock | $582,452 | +6.7% | 6,725 | -1.1% | 0.14% | +2.2% |
| VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $569,600 | -2.9% | 9,654 | -2.0% | 0.14% | -6.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $568,553 | -5.0% | 14,515 | -0.7% | 0.14% | -9.4% |
| BSCS | Buy | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $562,828 | +56.8% | 26,081 | +50.5% | 0.13% | +48.9% |
| SSB | Buy | SOUTHSTATE CORPORATION COMstock | $541,696 | +11.6% | 7,353 | +3.5% | 0.13% | +6.6% |
| CI | Sell | THE CIGNA GROUP COMstock | $539,451 | -19.6% | 3,424 | -17.9% | 0.13% | -22.8% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $541,183 | +1.7% | 10,614 | +0.1% | 0.13% | -3.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $535,029 | +4.0% | 2,615 | -2.4% | 0.13% | 0.0% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $532,545 | -9.6% | 6,892 | -3.5% | 0.13% | -13.6% |
| DOW | New | DOW INC COMstock | $523,594 | – | 10,618 | +100.0% | 0.12% | – |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $524,550 | -1.7% | 7,764 | -5.4% | 0.12% | -6.0% |
| IXJ | Buy | ISHARES GLOBAL HEALTHCARE ETFetf | $524,812 | +1.0% | 8,504 | +0.0% | 0.12% | -3.8% |
| SNV | Buy | SYNOVUS FINL CORP COM NEWstock | $514,640 | +24.8% | 14,704 | +22.5% | 0.12% | +19.4% |
| TEL | TE CONNECTIVITY LTD SHSstock | $512,040 | +18.6% | 5,346 | 0.0% | 0.12% | +13.0% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $508,118 | +5.0% | 2,750 | 0.0% | 0.12% | 0.0% | |
| FRA | Sell | BLACKROCK FLOATING RATE INCOME COMcef | $509,707 | -10.8% | 39,728 | -13.1% | 0.12% | -15.4% |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $507,709 | -41.2% | 8,986 | -46.2% | 0.12% | -44.0% |
| MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $499,135 | -3.7% | 9,100 | -5.2% | 0.12% | -7.8% |
| FCCO | Sell | FIRST CMNTY CORP S C COMstock | $488,571 | -5.6% | 26,395 | -2.8% | 0.12% | -10.1% |
| CLX | Sell | CLOROX CO DEL COMstock | $475,866 | -7.6% | 3,108 | -3.1% | 0.11% | -11.7% |
| BROOKFIELD CORP CL A LTD VT SHstock | $472,592 | +2.4% | 9,891 | 0.0% | 0.11% | -1.7% | ||
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $475,491 | -1.4% | 7,234 | -2.7% | 0.11% | -5.8% |
| HEI | Buy | HEICO CORP NEW COMstock | $467,131 | +43.6% | 3,491 | +1.8% | 0.11% | +37.0% |
| WMB | WILLIAMS COS INC COMstock | $457,669 | -2.4% | 16,322 | 0.0% | 0.11% | -6.8% | |
| PSX | Sell | PHILLIPS 66 COMstock | $455,914 | -1.9% | 4,874 | -0.2% | 0.11% | -6.0% |
| NVO | Sell | NOVO-NORDISK A S ADRadr | $456,144 | -12.2% | 8,937 | -10.1% | 0.11% | -16.2% |
| WELL | WELLTOWER INC COMreit | $448,415 | +5.1% | 5,500 | 0.0% | 0.11% | 0.0% | |
| EUFN | Sell | ISHARES MSCI EUROPE FINANCIALS ETFetf | $447,942 | -18.0% | 24,680 | -18.0% | 0.11% | -21.3% |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $446,787 | +4.2% | 31,732 | +13.7% | 0.11% | -0.9% |
| GM | Sell | GENERAL MTRS CO COMstock | $442,559 | +3.0% | 11,486 | -0.8% | 0.10% | -1.9% |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $435,945 | +18.4% | 2,305 | 0.0% | 0.10% | +13.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC COMstock | $436,448 | -0.8% | 3,978 | -9.5% | 0.10% | -5.5% |
| BDX | BECTON DICKINSON & CO COMstock | $434,213 | +0.9% | 1,723 | 0.0% | 0.10% | -3.7% | |
| DE | Sell | DEERE & CO COMstock | $425,046 | -6.0% | 2,565 | -9.4% | 0.10% | -10.6% |
| PHG | Sell | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $424,469 | +4.5% | 9,740 | -2.0% | 0.10% | 0.0% |
| TSN | Sell | TYSON FOODS INC CL Astock | $415,811 | -52.0% | 5,150 | -58.7% | 0.10% | -54.2% |
| BLK | Buy | BLACKROCK INC COMstock | $413,923 | +11.1% | 882 | +1.1% | 0.10% | +6.5% |
| LKQ | Buy | LKQ CORP COMstock | $409,794 | +2.4% | 15,400 | +9.2% | 0.10% | -2.0% |
| CAT | Sell | CATERPILLAR INC COMstock | $410,233 | -14.7% | 3,010 | -15.2% | 0.10% | -18.3% |
| Buy | GLOBAL X SUPERDIVIDEND ETFetf | $409,202 | +40.9% | 23,777 | +48.9% | 0.10% | +34.2% | |
| MS | Sell | MORGAN STANLEY COM NEWstock | $408,747 | +0.2% | 9,330 | -3.5% | 0.10% | -4.9% |
| BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $404,736 | -21.1% | 11,607 | -5.6% | 0.10% | -25.0% |
| CONE | Sell | CYRUSONE INC COMreit | $399,328 | +6.0% | 6,918 | -3.7% | 0.10% | +1.1% |
| FTNT | FORTINET INC COMstock | $391,449 | -8.5% | 5,095 | 0.0% | 0.09% | -13.1% | |
| EMN | Sell | EASTMAN CHEM CO COMstock | $387,516 | -7.4% | 4,979 | -9.7% | 0.09% | -11.5% |
| MCK | Buy | MCKESSON CORP COMstock | $381,668 | +19.2% | 2,840 | +3.8% | 0.09% | +13.8% |
| IMKTA | Buy | INGLES MKTS INC CL Astock | $383,141 | +12.7% | 12,308 | +0.0% | 0.09% | +7.1% |
| CCI | CROWN CASTLE INC COMreit | $379,579 | +1.8% | 2,912 | 0.0% | 0.09% | -3.2% | |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $376,433 | -1.0% | 8,851 | -1.1% | 0.09% | -5.3% |
| BEN | Sell | FRANKLIN RESOURCES INC COMstock | $374,836 | +3.2% | 10,771 | -1.8% | 0.09% | -2.2% |
| DLA | DELTA APPAREL INC COMstock | $373,778 | +4.3% | 16,125 | 0.0% | 0.09% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP COMstock | $374,557 | +6.5% | 6,703 | +14.0% | 0.09% | +1.1% |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $365,420 | +24.0% | 6,975 | 0.0% | 0.09% | +17.6% | |
| ABC | Sell | CENCORA INC COMstock | $359,371 | -2.0% | 4,215 | -8.6% | 0.09% | -5.5% |
| CTAS | Sell | CINTAS CORP COMstock | $355,935 | +10.1% | 1,500 | -6.2% | 0.08% | +4.9% |
| KMB | KIMBERLY-CLARK CORP COMstock | $355,858 | +7.6% | 2,670 | 0.0% | 0.08% | +2.4% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $354,014 | +17.6% | 3,622 | 0.0% | 0.08% | +12.0% | |
| PDCO | Sell | PATTERSON COS INC COMstock | $351,231 | +4.3% | 15,338 | -0.5% | 0.08% | 0.0% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $349,291 | +16.4% | 10,885 | +13.6% | 0.08% | +10.7% |
| GDX | Sell | VANECK GOLD MINERS ETFetf | $343,399 | +11.9% | 13,435 | -1.8% | 0.08% | +6.5% |
| DLTR | Buy | DOLLAR TREE INC COMstock | $343,755 | +18.1% | 3,201 | +15.5% | 0.08% | +12.3% |
| SRET | GLOBAL X SUPERDIVIDEND REIT ETFetf | $340,059 | -1.2% | 22,915 | 0.0% | 0.08% | -5.8% | |
| TOWN | Sell | TOWNEBANK PORTSMOUTH VA COMstock | $329,406 | -17.2% | 12,075 | -24.8% | 0.08% | -20.2% |
| MLM | Sell | MARTIN MARIETTA MATLS INC COMstock | $327,907 | +10.5% | 1,425 | -3.4% | 0.08% | +5.4% |
| CNP | CENTERPOINT ENERGY INC COMstock | $321,229 | -6.7% | 11,220 | 0.0% | 0.08% | -10.5% | |
| WTRG | ESSENTIAL UTILS INC COMstock | $321,817 | +13.5% | 7,779 | 0.0% | 0.08% | +8.5% | |
| XRAY | DENTSPLY SIRONA INC COMstock | $318,937 | +17.7% | 5,465 | 0.0% | 0.08% | +11.8% | |
| RYN | Sell | RAYONIER INC COMreit | $308,912 | -14.5% | 10,195 | -11.0% | 0.07% | -17.8% |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $310,800 | +16.2% | 370 | 0.0% | 0.07% | +10.4% | |
| DOV | DOVER CORP COMstock | $311,622 | +6.8% | 3,110 | 0.0% | 0.07% | +1.4% | |
| ALL | ALLSTATE CORP COMstock | $310,765 | +8.0% | 3,056 | 0.0% | 0.07% | +2.8% | |
| BSJK | INVESCO BULLETSHARES 2020 HY CORP BD ETFetf | $306,979 | +0.0% | 12,743 | 0.0% | 0.07% | -5.2% | |
| EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $307,612 | -1.3% | 4,055 | -1.2% | 0.07% | -6.4% |
| MCD | Buy | MCDONALDS CORP COMstock | $302,768 | +26.7% | 1,458 | +15.9% | 0.07% | +20.0% |
| BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $297,526 | +0.2% | 12,134 | 0.0% | 0.07% | -4.1% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $298,433 | +2.6% | 6,950 | 0.0% | 0.07% | -2.7% | |
| YUM | Buy | YUM BRANDS INC COMstock | $287,742 | +12.6% | 2,600 | +1.6% | 0.07% | +7.8% |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $280,579 | +4.5% | 2,256 | 0.0% | 0.07% | 0.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $282,378 | -24.6% | 17,292 | -16.1% | 0.07% | -28.0% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $282,492 | +19.3% | 1,001 | +21.3% | 0.07% | +13.6% |
| F | FORD MTR CO DEL COMstock | $282,604 | +16.5% | 27,625 | 0.0% | 0.07% | +9.8% | |
| PRU | PRUDENTIAL FINL INC COMstock | $277,245 | +9.9% | 2,745 | 0.0% | 0.07% | +4.8% | |
| IRM | Sell | IRON MTN INC DEL COMreit | $275,440 | -12.7% | 8,800 | -1.1% | 0.07% | -16.5% |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $275,471 | +5.1% | 3,130 | 0.0% | 0.07% | +1.5% | |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $278,902 | -1.7% | 9,079 | -1.2% | 0.07% | -7.0% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $276,989 | +3.9% | 2,782 | +2.4% | 0.07% | -1.5% |
| EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $273,244 | +17.3% | 2,054 | +4.9% | 0.06% | +12.1% |
| OC | Sell | OWENS CORNING NEW COMstock | $274,413 | +7.3% | 4,715 | -13.2% | 0.06% | +1.6% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $271,777 | +4.7% | 1,380 | -6.8% | 0.06% | 0.0% |
| VUG | VANGUARD GROWTH ETFetf | $267,469 | +4.5% | 1,637 | 0.0% | 0.06% | 0.0% | |
| WEC | WEC ENERGY GROUP INC COMstock | $266,617 | +5.4% | 3,198 | 0.0% | 0.06% | +1.6% | |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $269,322 | -10.9% | 2,850 | -12.0% | 0.06% | -14.7% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $269,239 | +30.2% | 1,992 | +14.9% | 0.06% | +23.1% |
| STAY | Buy | EXTENDED STAY AMER INC SHS 1 COM 1 CL Bstock | $262,563 | +26.1% | 15,545 | +34.0% | 0.06% | +21.2% |
| SJI | SOUTH JERSEY INDS INC COMstock | $263,094 | +5.2% | 7,800 | 0.0% | 0.06% | +1.6% | |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $261,633 | +1.6% | 4,445 | +2.3% | 0.06% | -3.1% |
| VPU | VANGUARD UTILITIES ETFetf | $261,667 | +2.6% | 1,968 | 0.0% | 0.06% | -3.1% | |
| BWA | Sell | BORGWARNER INC COMstock | $258,177 | -6.4% | 6,150 | -14.3% | 0.06% | -10.1% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $255,821 | +5.5% | 1,407 | -1.7% | 0.06% | 0.0% |
| TCBI | TEXAS CAP BANCSHARES INC COMstock | $257,754 | +12.4% | 4,200 | 0.0% | 0.06% | +7.0% | |
| DVA | Buy | DAVITA INC COMstock | $256,264 | +7.3% | 4,555 | +3.5% | 0.06% | +1.7% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $251,493 | +14.7% | 1,682 | +5.3% | 0.06% | +9.1% |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $253,179 | +12.9% | 2,946 | 0.0% | 0.06% | +7.1% | |
| CCK | Sell | CROWN HLDGS INC COMstock | $249,899 | +9.3% | 4,090 | -2.4% | 0.06% | +5.3% |
| EVRG | EVERGY INC COMstock | $249,623 | +3.6% | 4,150 | 0.0% | 0.06% | -1.7% | |
| GIS | Buy | GENERAL MLS INC COMstock | $247,474 | +3.7% | 4,712 | +2.2% | 0.06% | -1.7% |
| CMI | Buy | CUMMINS INC COMstock | $242,446 | +10.5% | 1,415 | +1.8% | 0.06% | +5.5% |
| BSJL | Buy | INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETFetf | $241,690 | +8.9% | 9,785 | +8.9% | 0.06% | +5.5% |
| CERN | Sell | CERNER CORP COMstock | $240,058 | +24.3% | 3,275 | -3.0% | 0.06% | +18.8% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $240,437 | +41.9% | 2,751 | +41.1% | 0.06% | +35.7% |
| DEO | DIAGEO PLC SPON ADR NEWadr | $241,248 | +5.3% | 1,400 | 0.0% | 0.06% | 0.0% | |
| AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $238,917 | -3.4% | 1,550 | +6.9% | 0.06% | -8.1% |
| CTVA | New | CORTEVA INC COMstock | $237,891 | – | 8,045 | +100.0% | 0.06% | – |
| Buy | GSK PLC SPONSORED ADRadr | $234,997 | -2.1% | 5,872 | +2.2% | 0.06% | -6.7% | |
| ALB | Buy | ALBEMARLE CORP COMstock | $231,297 | -3.0% | 3,285 | +12.9% | 0.06% | -8.3% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $225,816 | +28.4% | 2,575 | +24.2% | 0.05% | +22.7% |
| SYY | SYSCO CORP COMstock | $228,072 | +5.9% | 3,225 | 0.0% | 0.05% | 0.0% | |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $223,098 | -0.6% | 5,924 | 0.0% | 0.05% | -5.4% | |
| MMM | Buy | 3M CO COMstock | $221,529 | -9.5% | 1,278 | +8.5% | 0.05% | -13.1% |
| FE | Buy | FIRSTENERGY CORP COMstock | $222,700 | +2.9% | 5,202 | +0.1% | 0.05% | -1.9% |
| DHI | Sell | D R HORTON INC COMstock | $224,190 | +0.1% | 5,198 | -4.0% | 0.05% | -5.4% |
| JPS | Sell | NUVEEN PFD & INCOME SECS FD COMcef | $219,846 | -2.6% | 23,142 | -7.7% | 0.05% | -7.1% |
| NUE | Sell | NUCOR CORP COMstock | $217,094 | -23.6% | 3,940 | -19.1% | 0.05% | -26.8% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $219,265 | +4.1% | 1,904 | -0.9% | 0.05% | -1.9% |
| EBAY | EBAY INC. COMstock | $219,225 | +6.4% | 5,550 | 0.0% | 0.05% | +2.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $220,180 | +5.3% | 6,140 | 0.0% | 0.05% | 0.0% | ||
| KKR | Buy | KKR & CO INC COMstock | $212,941 | +7.6% | 8,427 | +0.0% | 0.05% | +4.1% |
| EXR | EXTRA SPACE STORAGE INC COMreit | $212,200 | +4.1% | 2,000 | 0.0% | 0.05% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $214,094 | +17.3% | 1,337 | 0.0% | 0.05% | +10.9% | |
| PSA | PUBLIC STORAGE COMreit | $214,353 | +9.4% | 900 | 0.0% | 0.05% | +4.1% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $208,419 | +0.4% | 6,663 | 0.0% | 0.05% | -3.8% | |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $209,961 | +19.2% | 1,061 | +14.8% | 0.05% | +13.6% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $209,316 | -23.1% | 4,163 | +1.2% | 0.05% | -26.5% |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $208,040 | -1.4% | 7,000 | -4.1% | 0.05% | -5.7% |
| BSJO | Buy | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $210,862 | +6.4% | 8,346 | +5.0% | 0.05% | +2.0% |
| BSJN | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $210,250 | +0.1% | 8,071 | 0.0% | 0.05% | -3.8% | |
| WRK | Buy | WESTROCK CO COMstock | $208,456 | +6.0% | 5,716 | +11.5% | 0.05% | +2.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $204,445 | -0.5% | 3,209 | +3.2% | 0.05% | -3.9% |
| PHM | Sell | PULTE GROUP INC COMstock | $207,237 | +11.0% | 6,554 | -1.9% | 0.05% | +4.3% |
| NKE | NIKE INC CL Bstock | $201,060 | -0.3% | 2,395 | 0.0% | 0.05% | -4.0% | |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $203,190 | +1.8% | 7,927 | 0.0% | 0.05% | -4.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $195,277 | -2.9% | 4,306 | +2.2% | 0.05% | -6.0% |
| BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $197,921 | +1.7% | 8,085 | 0.0% | 0.05% | -4.1% | |
| HON | HONEYWELL INTL INC COMstock | $194,668 | +9.9% | 1,115 | 0.0% | 0.05% | +4.5% | |
| EMR | EMERSON ELEC CO COMstock | $191,220 | -2.6% | 2,866 | 0.0% | 0.05% | -6.1% | |
| FWRD | Buy | FORWARD AIR CORP COMstock | $189,872 | -0.9% | 3,210 | +8.4% | 0.04% | -6.2% |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $186,059 | -5.8% | 4,295 | +0.6% | 0.04% | -10.2% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $183,316 | +4.2% | 6,642 | -2.9% | 0.04% | 0.0% |
| VTR | Sell | VENTAS INC COMreit | $184,714 | +5.2% | 2,702 | -1.8% | 0.04% | 0.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $179,671 | -7.8% | 1,526 | 0.0% | 0.04% | -12.2% | |
| ENFR | Buy | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $181,584 | +0.9% | 8,426 | +2.5% | 0.04% | -4.4% |
| LEA | Sell | LEAR CORP COM NEWstock | $178,266 | -1.2% | 1,280 | -3.8% | 0.04% | -6.7% |
| OKE | ONEOK INC NEW COMstock | $170,305 | -1.5% | 2,475 | 0.0% | 0.04% | -4.7% | |
| FFIV | Sell | F5 INC COMstock | $168,931 | -10.3% | 1,160 | -3.3% | 0.04% | -14.9% |
| HRB | BLOCK H & R INC COMstock | $167,010 | +22.4% | 5,700 | 0.0% | 0.04% | +17.6% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $164,480 | +5.6% | 2,570 | 0.0% | 0.04% | 0.0% | |
| KR | Sell | KROGER CO COMstock | $163,911 | -24.5% | 7,550 | -14.4% | 0.04% | -27.8% |
| TAN | Buy | INVESCO SOLAR ETFetf | $164,249 | +24.2% | 5,810 | +1.8% | 0.04% | +18.2% |
| BX | BLACKSTONE INC COMstock | $159,912 | +27.0% | 3,600 | 0.0% | 0.04% | +22.6% | |
| CAH | Sell | CARDINAL HEALTH INC COMstock | $159,015 | -10.7% | 3,376 | -8.8% | 0.04% | -13.6% |
| HST | Sell | HOST HOTELS & RESORTS INC COMreit | $160,943 | -7.8% | 8,833 | -4.4% | 0.04% | -13.6% |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $161,161 | -3.1% | 10,780 | 0.0% | 0.04% | -9.5% | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $160,876 | +0.8% | 3,180 | 0.0% | 0.04% | -5.0% | |
| REM | Buy | ISHARES MORTGAGE REAL ESTATE ETFetf | $158,976 | +61.7% | 3,769 | +66.1% | 0.04% | +52.0% |
| IXC | Buy | ISHARES GLOBAL ENERGY ETFetf | $156,598 | +27.8% | 4,823 | +32.6% | 0.04% | +19.4% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $154,909 | +77.2% | 1,437 | +71.7% | 0.04% | +68.2% |
| CCMP | CMC MATERIALS INC COMstock | $154,662 | -1.7% | 1,405 | 0.0% | 0.04% | -5.1% | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $153,706 | +0.8% | 1,813 | 0.0% | 0.04% | -2.6% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $157,044 | -11.1% | 1,930 | 0.0% | 0.04% | -15.9% | |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $154,167 | -4.8% | 3,995 | +1.9% | 0.04% | -7.5% |
| HPQ | HP INC COMstock | $151,809 | +7.0% | 7,302 | 0.0% | 0.04% | +2.9% | |
| BFB | Sell | BROWN FORMAN CORP CL Bstock | $149,550 | -3.9% | 2,698 | -8.5% | 0.04% | -7.7% |
| SONA | PRIMIS FINANCIAL CORP COMstock | $153,100 | +4.5% | 10,000 | 0.0% | 0.04% | -2.7% | |
| SBCF | Sell | SEACOAST BKG CORP FLA COM NEWstock | $144,372 | -14.6% | 5,675 | -11.5% | 0.03% | -19.0% |
| SRCL | Sell | STERICYCLE INC COMstock | $143,823 | -32.7% | 3,012 | -23.3% | 0.03% | -35.8% |
| ENTG | ENTEGRIS INC COMstock | $140,883 | +4.6% | 3,775 | 0.0% | 0.03% | 0.0% | |
| FNB | F N B CORP COMstock | $141,240 | +11.0% | 12,000 | 0.0% | 0.03% | +6.2% | |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $143,247 | – | 1,595 | +100.0% | 0.03% | – |
| SPG | SIMON PPTY GROUP INC NEW COMreit | $143,784 | -12.3% | 900 | 0.0% | 0.03% | -17.1% | |
| HOLX | HOLOGIC INC COMstock | $138,058 | -0.8% | 2,875 | 0.0% | 0.03% | -5.7% | |
| DIV | Buy | GLOBAL X SUPERDIVIDEND US ETFetf | $133,703 | +93.4% | 5,903 | +103.3% | 0.03% | +88.2% |
| ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $136,265 | +6.2% | 1,123 | 0.0% | 0.03% | 0.0% | |
| MRO | Sell | MARATHON OIL CORP COMstock | $127,791 | -16.8% | 8,993 | -2.2% | 0.03% | -21.1% |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $124,979 | +8.9% | 1,772 | +5.0% | 0.03% | +3.4% |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $127,224 | -1.6% | 2,700 | 0.0% | 0.03% | -6.2% | |
| AKAM | AKAMAI TECHNOLOGIES INC COMstock | $124,618 | +11.8% | 1,555 | 0.0% | 0.03% | +7.1% | |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $117,089 | +14.9% | 1,340 | +12.6% | 0.03% | +12.0% |
| ZTS | ZOETIS INC CL Astock | $118,938 | +12.7% | 1,048 | 0.0% | 0.03% | +7.7% | |
| BRO | BROWN & BROWN INC COMstock | $116,580 | +13.5% | 3,480 | 0.0% | 0.03% | +7.7% | |
| NFLX | NETFLIX INC COMstock | $115,706 | +3.0% | 315 | 0.0% | 0.03% | 0.0% | |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $119,044 | +3.5% | 2,050 | 0.0% | 0.03% | -3.4% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $113,448 | +2.6% | 584 | 0.0% | 0.03% | -3.6% | |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $113,098 | +7.3% | 2,448 | +4.3% | 0.03% | +3.8% |
| VMC | VULCAN MATLS CO COMstock | $107,102 | +16.0% | 780 | 0.0% | 0.03% | +13.0% | |
| IBDD | ISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf | $108,236 | +1.3% | 4,050 | 0.0% | 0.03% | -3.7% | |
| ALC | New | ALCON AG ORD SHSstock | $110,449 | – | 1,780 | +100.0% | 0.03% | – |
| FUL | FULLER H B CO COMstock | $109,272 | -4.6% | 2,355 | 0.0% | 0.03% | -10.3% | |
| EL | LAUDER ESTEE COS INC CL Astock | $110,415 | +10.6% | 603 | 0.0% | 0.03% | +4.0% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $110,523 | -6.0% | 2,750 | 0.0% | 0.03% | -10.3% | |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COMstock | $110,529 | +8.7% | 2,215 | +3.5% | 0.03% | +4.0% |
| BP | Sell | BP PLC SPONSORED ADRadr | $107,211 | -33.2% | 2,571 | -30.0% | 0.03% | -35.0% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $106,677 | +47.4% | 678 | +41.8% | 0.02% | +38.9% |
| MOO | Sell | VANECK AGRIBUSINESS ETFetf | $103,139 | +0.6% | 1,544 | -6.1% | 0.02% | -3.8% |
| CBRE | Buy | CBRE GROUP INC CL Astock | $105,678 | +14.9% | 2,060 | +10.8% | 0.02% | +8.7% |
| MPW | MEDICAL PPTYS TRUST INC COMreit | $104,640 | -5.8% | 6,000 | 0.0% | 0.02% | -10.7% | |
| MAT | MATTEL INC COMstock | $105,991 | -13.8% | 9,455 | 0.0% | 0.02% | -19.4% | |
| PNR | Sell | PENTAIR PLC SHSstock | $104,718 | -19.3% | 2,815 | -3.4% | 0.02% | -21.9% |
| WYND | TRAVEL PLUS LEISURE CO COMstock | $100,970 | +8.4% | 2,300 | 0.0% | 0.02% | +4.3% | |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $101,670 | -10.0% | 600 | -3.1% | 0.02% | -14.3% |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $99,036 | -0.0% | 2,308 | 0.0% | 0.02% | -4.0% | |
| EQIX | Buy | EQUINIX INC COMreit | $99,849 | +27.4% | 198 | +14.5% | 0.02% | +20.0% |
| DORM | DORMAN PRODS INC COMstock | $100,211 | -1.1% | 1,150 | 0.0% | 0.02% | -4.0% | |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $99,206 | -41.7% | 640 | -43.3% | 0.02% | -42.9% |
| RCL | Buy | ROYAL CARIBBEAN GROUP COMstock | $101,816 | +16.1% | 840 | +9.8% | 0.02% | +9.1% |
| UFI | UNIFI INC COM NEWstock | $99,935 | -6.1% | 5,500 | 0.0% | 0.02% | -11.1% | |
| MMS | MAXIMUS INC COMstock | $97,566 | +2.2% | 1,345 | 0.0% | 0.02% | -4.2% | |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $96,679 | +2.0% | 4,700 | 0.0% | 0.02% | -4.2% | |
| SECT | MAIN SECTOR ROTATION ETFetf | $96,967 | +4.0% | 3,367 | 0.0% | 0.02% | 0.0% | |
| DIN | Buy | DINE BRANDS GLOBAL INC COMstock | $97,857 | +7.2% | 1,025 | +2.5% | 0.02% | 0.0% |
| SHELL PLC SPON ADSadr | $93,701 | +4.0% | 1,440 | 0.0% | 0.02% | 0.0% | ||
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $93,282 | +2.9% | 1,813 | +3.4% | 0.02% | -4.3% |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $92,419 | -0.0% | 1,979 | 0.0% | 0.02% | -4.3% | |
| HAL | Sell | HALLIBURTON CO COMstock | $90,869 | -24.3% | 3,996 | -2.4% | 0.02% | -26.7% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD II COMcef | $91,687 | -23.5% | 3,983 | -27.3% | 0.02% | -26.7% |
| HP | HELMERICH & PAYNE INC COMstock | $91,926 | -8.9% | 1,816 | 0.0% | 0.02% | -12.0% | |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $86,188 | +146.3% | 753 | +123.4% | 0.02% | +133.3% |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $89,161 | +0.5% | 740 | 0.0% | 0.02% | -4.5% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $84,524 | +21.6% | 965 | +8.4% | 0.02% | +17.6% |
| FAST | Buy | FASTENAL CO COMstock | $84,734 | +1.4% | 2,600 | +100.0% | 0.02% | -4.8% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $82,235 | +118.9% | 279 | +111.4% | 0.02% | +122.2% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $82,699 | +21.9% | 966 | +20.8% | 0.02% | +17.6% |
| COF | CAPITAL ONE FINL CORP COMstock | $83,390 | +11.1% | 919 | 0.0% | 0.02% | +5.3% | |
| JXI | Sell | ISHARES GLOBAL UTILITIES ETFetf | $84,599 | -10.6% | 1,550 | -11.4% | 0.02% | -16.7% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $83,811 | +11.1% | 1,365 | +10.0% | 0.02% | +5.3% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $84,085 | -6.4% | 950 | -11.2% | 0.02% | -9.1% |
| XYL | XYLEM INC COMstock | $83,640 | +5.8% | 1,000 | 0.0% | 0.02% | 0.0% | |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $80,613 | +18.9% | 1,513 | -3.9% | 0.02% | +11.8% |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $79,531 | +1.3% | 706 | 0.0% | 0.02% | -5.0% | |
| EDIV | Sell | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $80,245 | -17.1% | 2,460 | -19.6% | 0.02% | -20.8% |
| HRL | Sell | HORMEL FOODS CORP COMstock | $77,837 | -69.1% | 1,920 | -65.8% | 0.02% | -69.8% |
| INTU | Buy | INTUIT COMstock | $78,399 | +1099.7% | 300 | +1100.0% | 0.02% | +850.0% |
| VOX | Buy | VANGUARD COMMUNICATION SERVICES ETFetf | $78,975 | +55.8% | 911 | +50.1% | 0.02% | +46.2% |
| NWSA | NEWS CORP NEW CL Astock | $74,627 | +8.4% | 5,532 | 0.0% | 0.02% | +5.9% | |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $77,555 | -11.5% | 27,308 | 0.0% | 0.02% | -18.2% | |
| CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $74,591 | +39.1% | 785 | +33.5% | 0.02% | +38.5% |
| PPL | Sell | PPL CORP COMstock | $75,881 | -13.0% | 2,447 | -10.9% | 0.02% | -18.2% |
| TREX | Sell | TREX CO INC COMstock | $76,719 | +6.6% | 1,070 | -8.5% | 0.02% | 0.0% |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $76,204 | -1.9% | 5,889 | 0.0% | 0.02% | -5.3% | |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $76,739 | +54.5% | 547 | +37.8% | 0.02% | +50.0% |
| TXT | Buy | TEXTRON INC COMstock | $74,786 | +53.8% | 1,410 | +46.9% | 0.02% | +50.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $75,334 | +5.6% | 2,356 | +3.4% | 0.02% | 0.0% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $74,180 | +9.3% | 1,398 | +7.7% | 0.02% | +5.9% |
| MFC | MANULIFE FINL CORP COMstock | $71,575 | +7.5% | 3,937 | 0.0% | 0.02% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $72,831 | -0.7% | 2,991 | 0.0% | 0.02% | -5.6% | |
| EWZ | Buy | ISHARES MSCI BRAZIL ETFetf | $72,138 | +53.0% | 1,650 | +43.5% | 0.02% | +41.7% |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $69,806 | -0.7% | 1,100 | 0.0% | 0.02% | -5.6% | |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $71,889 | +242.1% | 776 | +238.9% | 0.02% | +240.0% |
| HSY | Buy | HERSHEY CO COMstock | $70,768 | +170.3% | 528 | +131.6% | 0.02% | +142.9% |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $70,068 | +5.1% | 1,219 | 0.0% | 0.02% | 0.0% | |
| NLOK | GEN DIGITAL INC COMstock | $67,456 | -5.4% | 3,100 | 0.0% | 0.02% | -11.1% | |
| SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $66,638 | +236.3% | 1,187 | +227.9% | 0.02% | +220.0% |
| CGW | Buy | INVESCO S&P GLOBAL WATER INDEX ETFetf | $66,831 | +12.0% | 1,785 | +5.9% | 0.02% | +6.7% |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $66,159 | +1.2% | 1,238 | 0.0% | 0.02% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $66,354 | +0.8% | 874 | 0.0% | 0.02% | 0.0% | |
| EIX | EDISON INTL COMstock | $67,410 | +8.9% | 1,000 | 0.0% | 0.02% | +6.7% | |
| WSM | Sell | WILLIAMS SONOMA INC COMstock | $66,300 | +12.2% | 1,020 | -2.9% | 0.02% | +6.7% |
| GPC | GENUINE PARTS CO COMstock | $67,327 | -7.5% | 650 | 0.0% | 0.02% | -11.1% | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $65,249 | +5.0% | 1,057 | 0.0% | 0.02% | 0.0% | |
| MSM | Buy | MSC INDL DIRECT INC CL Astock | $68,691 | +84.6% | 925 | +105.6% | 0.02% | +77.8% |
| MDU | Sell | MDU RES GROUP INC COMstock | $62,158 | -5.9% | 2,409 | -5.8% | 0.02% | -6.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $61,897 | +1449.7% | 118 | +1585.7% | 0.02% | +1400.0% |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $63,607 | +5.0% | 4,008 | 0.0% | 0.02% | 0.0% | |
| USB | US BANCORP DEL COM NEWstock | $62,880 | +8.7% | 1,200 | 0.0% | 0.02% | +7.1% | |
| INFY | INFOSYS LTD SPONSORED ADRadr | $64,735 | -2.1% | 6,050 | 0.0% | 0.02% | -11.8% | |
| BXMT | BLACKSTONE MTG TR INC COM CL Areit | $64,044 | +3.0% | 1,800 | 0.0% | 0.02% | -6.2% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $62,298 | -50.4% | 976 | -57.6% | 0.02% | -51.6% |
| CG | Buy | CARLYLE GROUP INC COMstock | $61,889 | +23.8% | 2,737 | +0.1% | 0.02% | +25.0% |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $58,766 | +4.7% | 493 | 0.0% | 0.01% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $60,695 | +3.0% | 4,183 | 0.0% | 0.01% | -6.7% | |
| CC | Buy | CHEMOURS CO COMstock | $59,304 | -33.2% | 2,471 | +3.4% | 0.01% | -36.4% |
| DVYE | Buy | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $57,374 | +1.8% | 1,407 | +0.4% | 0.01% | 0.0% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $59,906 | +2.1% | 538 | 0.0% | 0.01% | -6.7% | |
| ELD | Sell | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $54,156 | -22.0% | 1,532 | -24.6% | 0.01% | -23.5% |
| VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $55,863 | +3.6% | 300 | 0.0% | 0.01% | 0.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $54,718 | +9.8% | 849 | 0.0% | 0.01% | +8.3% | |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $52,723 | +2502.3% | 681 | +2422.2% | 0.01% | +1200.0% |
| IWV | ISHARES RUSSELL 3000 ETFetf | $55,155 | +3.4% | 320 | 0.0% | 0.01% | 0.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $52,850 | +3.3% | 928 | 0.0% | 0.01% | 0.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW COMstock | $53,504 | -13.4% | 1,876 | -4.2% | 0.01% | -13.3% |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $52,972 | -4.9% | 2,050 | 0.0% | 0.01% | -7.1% | |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $53,571 | +4.7% | 270 | 0.0% | 0.01% | 0.0% | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETFetf | $53,938 | +3.0% | 1,123 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $50,668 | +17.3% | 400 | 0.0% | 0.01% | +9.1% | |
| SNY | Sell | SANOFI SPONSORED ADRadr | $51,924 | -57.4% | 1,200 | -56.4% | 0.01% | -60.0% |
| OMC | Sell | OMNICOM GROUP INC COMstock | $50,399 | +4.6% | 615 | -6.8% | 0.01% | 0.0% |
| UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $48,397 | -33.5% | 620 | 0.0% | 0.01% | -33.3% | |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $51,480 | +2.1% | 3,900 | 0.0% | 0.01% | -7.7% | |
| New | PROSHARES ULTRASHORT S&P500etf | $50,043 | – | 1,629 | +100.0% | 0.01% | – | |
| TRP | TC ENERGY CORP COMstock | $49,520 | +10.2% | 1,000 | 0.0% | 0.01% | +9.1% | |
| AIV | APARTMENT INVT & MGMT CO CL Areit | $50,070 | -0.3% | 999 | 0.0% | 0.01% | -7.7% | |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $48,349 | +24.4% | 297 | +20.2% | 0.01% | +20.0% |
| BIZD | VANECK BDC INCOME ETFetf | $44,691 | +1.6% | 2,689 | 0.0% | 0.01% | 0.0% | |
| CIT | CIT GROUP INC COM NEWstock | $45,920 | +9.5% | 874 | 0.0% | 0.01% | +10.0% | |
| AWR | AMER STATES WTR CO COMstock | $44,091 | +5.5% | 586 | 0.0% | 0.01% | +10.0% | |
| NOV | NOV INC COMstock | $45,572 | -16.6% | 2,050 | 0.0% | 0.01% | -21.4% | |
| EXP | EAGLE MATLS INC COMstock | $45,887 | +10.0% | 495 | 0.0% | 0.01% | +10.0% | |
| CS | Sell | CREDIT SUISSE GROUP SPONSORED ADRadr | $44,289 | -2.5% | 3,700 | -5.1% | 0.01% | 0.0% |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $46,277 | -1.6% | 1,707 | 0.0% | 0.01% | -8.3% | |
| GTO | INVESCO TOTAL RETURN BOND ETFetf | $47,186 | +2.9% | 886 | 0.0% | 0.01% | 0.0% | |
| DVYA | ISHARES ASIA/PACIFIC DIVIDEND ETFetf | $45,375 | +2.0% | 1,033 | 0.0% | 0.01% | 0.0% | |
| PGHY | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETFetf | $44,695 | -0.8% | 1,929 | 0.0% | 0.01% | 0.0% | |
| CANADIAN PACIFIC KANSAS CITY COMstock | $47,048 | +14.2% | 200 | 0.0% | 0.01% | +10.0% | ||
| MBB | ISHARES MBS ETFetf | $47,344 | +1.2% | 440 | 0.0% | 0.01% | -8.3% | |
| GLD | Sell | SPDR GOLD SHARESetf | $47,286 | -30.2% | 355 | -36.0% | 0.01% | -35.3% |
| VDE | Buy | VANGUARD ENERGY ETFetf | $46,846 | +18.8% | 551 | +24.9% | 0.01% | +10.0% |
| K | KELLANOVA COMstock | $48,213 | -6.6% | 900 | 0.0% | 0.01% | -15.4% | |
| IPGP | IPG PHOTONICS CORP COMstock | $46,275 | +1.6% | 300 | 0.0% | 0.01% | 0.0% | |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $44,558 | -6.1% | 405 | -9.0% | 0.01% | -8.3% |
| DXC | DXC TECHNOLOGY CO COMstock | $46,657 | -14.2% | 846 | 0.0% | 0.01% | -21.4% | |
| MORT | VANECK MORTGAGE REIT INCOME ETFetf | $43,467 | -1.7% | 1,876 | 0.0% | 0.01% | -9.1% | |
| CME | CME GROUP INC COMstock | $43,675 | +17.9% | 225 | 0.0% | 0.01% | +11.1% | |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $44,018 | +3.0% | 346 | 0.0% | 0.01% | -9.1% | |
| HWM | HOWMET AEROSPACE INC COMstock | $43,429 | +35.1% | 1,682 | 0.0% | 0.01% | +25.0% | |
| ROOF | IQ CBRE NEXTGEN REAL ESTATE ETFetf | $43,183 | -1.0% | 1,740 | 0.0% | 0.01% | -9.1% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $43,548 | +3.7% | 213 | 0.0% | 0.01% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $43,085 | -12.9% | 1,360 | 0.0% | 0.01% | -16.7% | |
| KBWY | INVESCO KBW PREMIUM YIELD EQUITY REIT ETFetf | $43,757 | -2.0% | 1,456 | 0.0% | 0.01% | -9.1% | |
| KBWD | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETFetf | $42,748 | -1.1% | 1,992 | 0.0% | 0.01% | -9.1% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $43,524 | -3.5% | 325 | 0.0% | 0.01% | -9.1% | |
| PH | PARKER-HANNIFIN CORP COMstock | $43,353 | -0.9% | 255 | 0.0% | 0.01% | -9.1% | |
| IQV | Buy | IQVIA HLDGS INC COMstock | $40,225 | +86.4% | 250 | +66.7% | 0.01% | +100.0% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $43,792 | +11.9% | 319 | 0.0% | 0.01% | 0.0% | |
| AVY | AVERY DENNISON CORP COMstock | $43,380 | +2.4% | 375 | 0.0% | 0.01% | -9.1% | |
| FXI | ISHARES CHINA LARGE-CAP ETFetf | $42,770 | -3.4% | 1,000 | 0.0% | 0.01% | -9.1% | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $39,168 | +1.2% | 1,200 | 0.0% | 0.01% | -10.0% | |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $39,157 | +2.2% | 1,121 | 0.0% | 0.01% | -10.0% | |
| CRM | SALESFORCE INC COMstock | $35,960 | -4.2% | 237 | 0.0% | 0.01% | 0.0% | |
| RL | RALPH LAUREN CORP CL Astock | $38,621 | -12.4% | 340 | 0.0% | 0.01% | -18.2% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $39,160 | +15.6% | 1,000 | 0.0% | 0.01% | +12.5% | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $36,990 | +1.3% | 750 | 0.0% | 0.01% | 0.0% | |
| IVZ | Sell | INVESCO LTD SHSstock | $39,554 | +0.4% | 1,933 | -5.2% | 0.01% | -10.0% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $38,084 | +199.2% | 488 | +183.7% | 0.01% | +200.0% |
| BBY | Buy | BEST BUY INC COMstock | $38,352 | +259.8% | 550 | +266.7% | 0.01% | +200.0% |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $33,859 | +9.0% | 2,450 | 0.0% | 0.01% | 0.0% | |
| LINDE PLC SHSstock | $34,538 | +14.1% | 172 | 0.0% | 0.01% | 0.0% | ||
| AEE | Buy | AMEREN CORP COMstock | $34,652 | +2.8% | 461 | +0.7% | 0.01% | 0.0% |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $31,495 | +2.9% | 278 | 0.0% | 0.01% | 0.0% | |
| Buy | APOLLO GLOBAL MGMT INC COMstock | $33,969 | +62.8% | 990 | +34.0% | 0.01% | +60.0% | |
| WAB | Sell | WABTEC COMstock | $34,014 | -6.4% | 474 | -3.9% | 0.01% | -11.1% |
| VNO | Buy | VORNADO RLTY TR SH BEN INTreit | $34,870 | +16.5% | 544 | +22.5% | 0.01% | +14.3% |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $31,720 | +6.8% | 2,000 | 0.0% | 0.01% | +14.3% | |
| CDK | CDK GLOBAL INC COMstock | $34,509 | -15.9% | 698 | 0.0% | 0.01% | -20.0% | |
| NXST | Buy | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $32,825 | +303.9% | 325 | +333.3% | 0.01% | +300.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $32,981 | +54.0% | 280 | +55.6% | 0.01% | +60.0% |
| TXRH | Sell | TEXAS ROADHOUSE INC COMstock | $34,349 | -64.3% | 640 | -58.6% | 0.01% | -66.7% |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $35,133 | +8.8% | 717 | 0.0% | 0.01% | 0.0% | |
| NVT | Sell | NVENT ELECTRIC PLC SHSstock | $32,971 | -24.8% | 1,330 | -18.2% | 0.01% | -27.3% |
| KRE | Sell | SPDR S&P REGIONAL BANKING ETFetf | $34,302 | -3.4% | 642 | -7.2% | 0.01% | -11.1% |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $35,459 | +2.7% | 100 | 0.0% | 0.01% | -11.1% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $32,975 | +2.5% | 553 | 0.0% | 0.01% | 0.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $28,665 | -5.8% | 333 | 0.0% | 0.01% | -12.5% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $28,960 | +15.4% | 500 | 0.0% | 0.01% | +16.7% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $28,632 | +0.1% | 800 | 0.0% | 0.01% | 0.0% | |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $27,911 | – | 185 | +100.0% | 0.01% | – |
| KHC | Sell | KRAFT HEINZ CO COMstock | $30,264 | -20.8% | 975 | -16.7% | 0.01% | -30.0% |
| SEIC | New | SEI INVTS CO COMstock | $28,050 | – | 500 | +100.0% | 0.01% | – |
| IJR | ISHARES CORE S&P SMALL CAP ETFetf | $31,390 | +1.5% | 401 | 0.0% | 0.01% | -12.5% | |
| DEM | Sell | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $31,262 | -24.9% | 700 | -26.3% | 0.01% | -30.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $27,835 | -28.4% | 179 | -29.5% | 0.01% | -30.0% |
| ROK | ROCKWELL AUTOMATION INC COMstock | $27,851 | -6.6% | 170 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $30,856 | +61.2% | 1,016 | +35.5% | 0.01% | +40.0% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $29,276 | +1.6% | 555 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $29,457 | -2.4% | 270 | 0.0% | 0.01% | -12.5% | |
| IFN | New | INDIA FD INC COMcef | $28,728 | – | 1,350 | +100.0% | 0.01% | – |
| VBR | VANGUARD SMALL CAP VALUE ETFetf | $28,066 | +1.4% | 215 | 0.0% | 0.01% | 0.0% | |
| GPI | Sell | GROUP 1 AUTOMOTIVE INC COMstock | $30,709 | +7.9% | 375 | -14.8% | 0.01% | 0.0% |
| PRK | New | PARK NATL CORP COMstock | $28,724 | – | 289 | +100.0% | 0.01% | – |
| WYNN | WYNN RESORTS LTD COMstock | $27,898 | +3.9% | 225 | 0.0% | 0.01% | 0.0% | |
| EA | New | ELECTRONIC ARTS INC COMstock | $27,543 | – | 272 | +100.0% | 0.01% | – |
| SDY | SPDR S&P DIVIDEND ETFetf | $23,505 | +1.5% | 233 | 0.0% | 0.01% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVERS COMcef | $23,980 | +6.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $26,367 | +10.2% | 1,100 | +12.8% | 0.01% | 0.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $23,528 | -1.0% | 400 | 0.0% | 0.01% | 0.0% | |
| JCOM | ZIFF DAVIS INC COMstock | $27,111 | +2.6% | 305 | 0.0% | 0.01% | -14.3% | |
| SCI | SERVICE CORP INTL COMstock | $23,530 | +16.5% | 503 | 0.0% | 0.01% | +20.0% | |
| MDYG | Sell | SPDR S&P 400 MID CAP GROWTH ETFetf | $23,123 | -26.7% | 426 | -29.0% | 0.01% | -25.0% |
| QTS | QTS RLTY TR INC COM CL Areit | $23,090 | +2.6% | 500 | 0.0% | 0.01% | 0.0% | |
| SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $24,963 | – | 300 | +100.0% | 0.01% | – |
| GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $23,760 | -4.5% | 4,500 | 0.0% | 0.01% | 0.0% | |
| VGK | VANGUARD FTSE EUROPE ETFetf | $25,419 | +2.4% | 463 | 0.0% | 0.01% | 0.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $25,567 | +3.2% | 448 | 0.0% | 0.01% | 0.0% | |
| KEY | Sell | KEYCORP COMstock | $26,625 | -72.5% | 1,500 | -75.6% | 0.01% | -75.0% |
| ROST | ROSS STORES INC COMstock | $23,293 | +6.5% | 235 | 0.0% | 0.01% | +20.0% | |
| IDXX | IDEXX LABS INC COMstock | $23,403 | +23.1% | 85 | 0.0% | 0.01% | +20.0% | |
| RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $26,309 | +48.6% | 1,761 | +40.8% | 0.01% | +50.0% |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $19,202 | -13.4% | 378 | 0.0% | 0.01% | -16.7% | |
| MOTI | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $21,827 | -0.8% | 705 | 0.0% | 0.01% | 0.0% | |
| BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $21,090 | +4.5% | 1,500 | 0.0% | 0.01% | 0.0% | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $20,311 | +3.2% | 182 | 0.0% | 0.01% | 0.0% | |
| CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $21,340 | – | 2,000 | +100.0% | 0.01% | – |
| VRSN | VERISIGN INC COMstock | $20,916 | +15.2% | 100 | 0.0% | 0.01% | 0.0% | |
| UNFI | Buy | UNITED NAT FOODS INC COMstock | $20,631 | -13.3% | 2,300 | +27.8% | 0.01% | -16.7% |
| DNP | DNP SELECT INCOME FD INC COMcef | $20,401 | +2.5% | 1,726 | 0.0% | 0.01% | 0.0% | |
| AMP | AMERIPRISE FINL INC COMstock | $19,161 | +13.3% | 132 | 0.0% | 0.01% | +25.0% | |
| DY | Sell | DYCOM INDS INC COMstock | $20,016 | +19.4% | 340 | -6.8% | 0.01% | +25.0% |
| PLNT | New | PLANET FITNESS INC CL Astock | $21,732 | – | 300 | +100.0% | 0.01% | – |
| RY | Sell | ROYAL BK CDA COMstock | $20,009 | -42.7% | 252 | -45.5% | 0.01% | -44.4% |
| LAMR | LAMAR ADVERTISING CO NEW CL Areit | $20,985 | +1.8% | 260 | 0.0% | 0.01% | 0.0% | |
| MIN | Sell | MFS INTER INCOME TR SH BEN INTcef | $19,300 | -15.4% | 5,000 | -16.7% | 0.01% | -16.7% |
| GNRC | GENERAC HLDGS INC COMstock | $20,823 | +35.5% | 300 | 0.0% | 0.01% | +25.0% | |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $19,824 | +0.3% | 300 | 0.0% | 0.01% | 0.0% | |
| BBH | VANECK BIOTECH ETFetf | $19,990 | +0.4% | 155 | 0.0% | 0.01% | 0.0% | |
| MGA | MAGNA INTL INC COMstock | $14,910 | +2.1% | 300 | 0.0% | 0.00% | 0.0% | |
| SVC | Sell | SERVICE PPTYS TR COM SH BEN INTreit | $15,625 | -16.4% | 625 | -12.0% | 0.00% | -20.0% |
| SR | SPIRE INC COMstock | $16,784 | +2.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY COMstock | $18,637 | +6.8% | 246 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $15,382 | +6.4% | 255 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $16,506 | +4.5% | 300 | 0.0% | 0.00% | 0.0% | |
| TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $15,057 | -48.2% | 258 | -51.8% | 0.00% | -42.9% |
| SWN | Sell | SOUTHWESTERN ENERGY CO COMstock | $16,726 | -48.6% | 5,293 | -23.7% | 0.00% | -50.0% |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $16,737 | +0.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $18,782 | +2.6% | 273 | 0.0% | 0.00% | -20.0% | |
| VYMI | Sell | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $18,414 | -62.2% | 300 | -62.5% | 0.00% | -66.7% |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $17,880 | +1.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $16,293 | -8.2% | 350 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP COMstock | $17,007 | +8.3% | 100 | 0.0% | 0.00% | 0.0% | |
| PETS | PETMED EXPRESS INC COMstock | $15,670 | -31.2% | 1,000 | 0.0% | 0.00% | -33.3% | |
| BIIB | BIOGEN INC COMstock | $16,371 | -1.1% | 70 | 0.0% | 0.00% | 0.0% | |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $14,950 | +0.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $15,326 | -2.8% | 188 | 0.0% | 0.00% | 0.0% | |
| TUP | TUPPERWARE BRANDS CORP COMstock | $15,224 | -25.6% | 800 | 0.0% | 0.00% | -20.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $15,953 | +4.5% | 184 | 0.0% | 0.00% | 0.0% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $15,952 | +4.0% | 89 | 0.0% | 0.00% | 0.0% | |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $16,353 | -3.7% | 259 | 0.0% | 0.00% | 0.0% | |
| MHK | MOHAWK INDS INC COMstock | $16,959 | +16.9% | 115 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $14,726 | -2.2% | 290 | 0.0% | 0.00% | 0.0% | |
| AUB | Sell | ATLANTIC UN BANKSHARES CORP COMstock | $15,899 | -48.2% | 450 | -52.6% | 0.00% | -50.0% |
| GWW | GRAINGER W W INC COMstock | $16,094 | -10.9% | 60 | 0.0% | 0.00% | -20.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $15,079 | +2.4% | 100 | 0.0% | 0.00% | 0.0% | |
| CNK | CINEMARK HLDGS INC COMstock | $15,920 | -9.7% | 441 | 0.0% | 0.00% | 0.0% | |
| AUDC | New | AUDIOCODES LTD ORDstock | $15,480 | – | 1,000 | +100.0% | 0.00% | – |
| CB | CHUBB LIMITED COMstock | $15,024 | +5.2% | 102 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC COMstock | $18,760 | +33.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PCH | POTLATCHDELTIC CORPORATION COMreit | $16,644 | +3.1% | 427 | 0.0% | 0.00% | 0.0% | |
| TEN | TENNECO INC CL A VTG COM STKstock | $18,853 | -50.0% | 1,700 | 0.0% | 0.00% | -55.6% | |
| KSU | New | KANSAS CITY SOUTHERN COM NEWstock | $15,228 | – | 125 | +100.0% | 0.00% | – |
| VTWO | VANGUARD RUSSELL 2000 ETFetf | $12,496 | +1.6% | 100 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL GROUP INC COMstock | $10,896 | +9.4% | 10 | 0.0% | 0.00% | +50.0% | |
| IPFF | Sell | ISHARES INTERNATIONAL PREFERRED STOCK ETFetf | $12,120 | -56.5% | 800 | -55.6% | 0.00% | -57.1% |
| IXG | ISHARES GLOBAL FINANCIALS ETFetf | $12,818 | +4.2% | 200 | 0.0% | 0.00% | 0.0% | |
| TQQQ | PROSHARES ULTRAPRO QQQetf | $12,972 | +9.0% | 210 | 0.0% | 0.00% | 0.0% | |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $11,295 | +7.5% | 500 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC COMstock | $12,203 | +17.4% | 100 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $12,810 | +8.5% | 57 | 0.0% | 0.00% | 0.0% | |
| GXC | SPDR S&P CHINA ETFetf | $14,339 | -4.7% | 150 | 0.0% | 0.00% | -25.0% | |
| HASI | Sell | HANNON ARMSTRONG SUST INFR CAP COMreit | $14,090 | -63.4% | 500 | -66.7% | 0.00% | -70.0% |
| FLR | Sell | FLUOR CORP NEW COMstock | $13,476 | -59.3% | 400 | -55.6% | 0.00% | -62.5% |
| SJM | Buy | SMUCKER J M CO COM NEWstock | $13,247 | +11.5% | 115 | +12.7% | 0.00% | 0.0% |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $12,316 | +1.1% | 405 | 0.0% | 0.00% | 0.0% | |
| EFC | ELLINGTON FINANCIAL INC COMreit | $10,782 | +0.4% | 600 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS COM SH BEN INTreit | $11,561 | -3.0% | 155 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC COMstock | $10,897 | +7.3% | 100 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $10,669 | +9.9% | 188 | 0.0% | 0.00% | +50.0% | |
| AVGO | Buy | BROADCOM INC COMstock | $11,514 | +91.5% | 40 | +100.0% | 0.00% | +50.0% |
| VV | VANGUARD LARGE-CAP ETFetf | $13,472 | +3.8% | 100 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $14,489 | +2.1% | 351 | 0.0% | 0.00% | -25.0% | |
| WETF | Buy | WISDOMTREE INC COMstock | $12,413 | -12.5% | 2,012 | +0.1% | 0.00% | -25.0% |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $14,512 | -22.4% | 200 | 0.0% | 0.00% | -40.0% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $13,814 | -7.1% | 185 | 0.0% | 0.00% | -25.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $11,561 | -8.6% | 100 | 0.0% | 0.00% | 0.0% | |
| FRONTLINE PLC COMstock | $12,000 | +23.8% | 1,500 | 0.0% | 0.00% | +50.0% | ||
| MKTX | MARKETAXESS HLDGS INC COMstock | $8,036 | +30.6% | 25 | 0.0% | 0.00% | 0.0% | |
| FLO | Buy | FLOWERS FOODS INC COMstock | $10,053 | +45.5% | 432 | +33.3% | 0.00% | 0.0% |
| SHOP | New | SHOPIFY INC CL Astock | $9,005 | – | 30 | +100.0% | 0.00% | – |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $8,531 | +4.3% | 375 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $9,095 | -0.6% | 172 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $6,372 | -13.1% | 360 | 0.0% | 0.00% | 0.0% | |
| EOG | EOG RES INC COMstock | $8,198 | -2.1% | 88 | 0.0% | 0.00% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $6,423 | +5.6% | 422 | 0.0% | 0.00% | 0.0% | |
| DSE | DROPSUITE LTDcef | $7,120 | -2.8% | 1,462 | 0.0% | 0.00% | 0.0% | |
| PMX | Sell | PIMCO MUN INCOME FD III COMcef | $9,579 | -50.8% | 775 | -50.0% | 0.00% | -60.0% |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEWstock | $7,429 | +11.4% | 1,900 | 0.0% | 0.00% | 0.0% | |
| TRIP | TRIPADVISOR INC COMstock | $8,101 | -10.0% | 175 | 0.0% | 0.00% | 0.0% | |
| BKLN | INVESCO SENIOR LOAN ETFetf | $9,064 | +0.1% | 400 | 0.0% | 0.00% | 0.0% | |
| PAAS | PAN AMERN SILVER CORP COMstock | $6,455 | -2.6% | 500 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $8,294 | +3.4% | 64 | 0.0% | 0.00% | 0.0% | |
| JRO | NUVEEN FLOATING RATE INCOME OP COM SHScef | $9,740 | +1.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $10,228 | +2.6% | 140 | 0.0% | 0.00% | 0.0% | |
| NVDA | NVIDIA CORPORATION COMstock | $8,212 | -8.5% | 50 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $9,389 | +2.1% | 47 | 0.0% | 0.00% | 0.0% | |
| CPT | CAMDEN PPTY TR SH BEN INTreit | $7,829 | +2.8% | 75 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC COMstock | $10,138 | +0.5% | 352 | 0.0% | 0.00% | -33.3% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $10,197 | +3.3% | 180 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $8,148 | +3.9% | 130 | 0.0% | 0.00% | 0.0% | |
| NEU | NEWMARKET CORP COMstock | $10,024 | -7.5% | 25 | 0.0% | 0.00% | -33.3% | |
| NJR | NEW JERSEY RES CORP COMstock | $9,954 | -0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $6,485 | +4.5% | 500 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS ETFetf | $9,615 | +4.1% | 75 | 0.0% | 0.00% | 0.0% | |
| BGT | BLACKROCK FLOATING RATE INC TR COMcef | $7,452 | +1.7% | 600 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR VOYIX CORPORATION COMstock | $7,775 | +14.0% | 250 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC COMreit | $10,159 | +1.2% | 50 | 0.0% | 0.00% | -33.3% | |
| AN | AUTONATION INC COMstock | $7,717 | +17.4% | 184 | 0.0% | 0.00% | 0.0% | |
| ADSK | New | AUTODESK INC COMstock | $8,145 | – | 50 | +100.0% | 0.00% | – |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $9,976 | +3.9% | 105 | 0.0% | 0.00% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $8,960 | -6.1% | 160 | 0.0% | 0.00% | 0.0% | |
| IEV | ISHARES EUROPE ETFetf | $6,611 | +1.6% | 150 | 0.0% | 0.00% | 0.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $6,842 | +1.8% | 130 | 0.0% | 0.00% | 0.0% | |
| DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $10,205 | +3.5% | 105 | +1.0% | 0.00% | 0.0% |
| AVD | Sell | AMERICAN VANGUARD CORP COMstock | $9,631 | -58.9% | 625 | -54.0% | 0.00% | -66.7% |
| JBGS | JBG SMITH PPTYS COMreit | $8,694 | -4.9% | 221 | 0.0% | 0.00% | 0.0% | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $8,736 | +2.0% | 600 | 0.0% | 0.00% | 0.0% | ||
| FBHS | New | FORTUNE BRANDS INNOVATIONS INC COMstock | $7,141 | – | 125 | +100.0% | 0.00% | – |
| AAON | AAON INC COM PAR $0.004stock | $8,782 | +8.7% | 175 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $8,348 | +2.9% | 200 | 0.0% | 0.00% | 0.0% | |
| HBI | Sell | HANESBRANDS INC COMstock | $6,888 | -73.4% | 400 | -72.4% | 0.00% | -66.7% |
| MSGN | MSG NETWORK INC CL Astock | $4,915 | -4.7% | 237 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC COM SER Cstock | $2,987 | +11.9% | 105 | 0.0% | 0.00% | 0.0% | |
| BLD | TOPBUILD CORP COMstock | $4,552 | +27.7% | 55 | 0.0% | 0.00% | 0.0% | |
| PGX | INVESCO PREFERRED ETFetf | $3,658 | +0.9% | 250 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $3,880 | +9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $2,713 | +15.2% | 50 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $6,293 | +2.1% | 375 | 0.0% | 0.00% | -50.0% | |
| DRI | New | DARDEN RESTAURANTS INC COMstock | $6,087 | – | 50 | +100.0% | 0.00% | – |
| UA | Buy | UNDER ARMOUR INC CL Cstock | $5,550 | +40.0% | 250 | +19.0% | 0.00% | 0.0% |
| DTE | DTE ENERGY CO COMstock | $4,348 | +2.5% | 34 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $5,428 | +9.7% | 62 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER COMstock | $4,766 | -4.1% | 50 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $3,260 | -13.3% | 204 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP COMstock | $5,019 | +28.8% | 219 | 0.0% | 0.00% | 0.0% | |
| OVV | Sell | OVINTIV INC COMstock | $5,130 | -55.7% | 1,000 | -37.5% | 0.00% | -66.7% |
| CAG | CONAGRA BRANDS INC COMstock | $3,978 | -4.4% | 150 | 0.0% | 0.00% | 0.0% | |
| UE | URBAN EDGE PPTYS COMreit | $2,946 | -8.8% | 170 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES MSCI CANADA ETFetf | $2,862 | +3.5% | 100 | 0.0% | 0.00% | 0.0% | |
| OTEX | New | OPEN TEXT CORP COMstock | $5,150 | – | 125 | +100.0% | 0.00% | – |
| TUR | ISHARES MSCI TURKEY ETFetf | $2,382 | -1.9% | 100 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $3,403 | -3.4% | 58 | 0.0% | 0.00% | 0.0% | |
| CHX | Sell | CHAMPIONX CORPORATION COMstock | $4,561 | -35.8% | 136 | -21.4% | 0.00% | -50.0% |
| NUS | NU SKIN ENTERPRISES INC CL Astock | $2,466 | +3.1% | 50 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $5,638 | +4.2% | 35 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $5,140 | +3.6% | 92 | 0.0% | 0.00% | 0.0% | |
| CANOPY GROWTH CORP COM NEWstock | $3,829 | -7.1% | 95 | 0.0% | 0.00% | 0.0% | ||
| NEM | New | NEWMONT CORP COMstock | $2,539 | – | 66 | +100.0% | 0.00% | – |
| NYCB | NEW YORK CMNTY BANCORP INC COMstock | $5,489 | -13.7% | 550 | 0.0% | 0.00% | -50.0% | |
| New | NEW ORIENTAL ED & TECHNOLOGY G SPON ADRadr | $4,829 | – | 50 | +100.0% | 0.00% | – | |
| NGD | NEW GOLD INC CDA COMstock | $3,653 | +11.6% | 3,800 | 0.0% | 0.00% | 0.0% | |
| BKH | BLACK HILLS CORP COMstock | $2,814 | +5.5% | 36 | 0.0% | 0.00% | 0.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,038 | -0.7% | 80 | 0.0% | 0.00% | 0.0% | ||
| NRP | NATURAL RESOURCE PARTNERS L P COM UNIT LTD PARstock | $2,837 | -15.6% | 80 | 0.0% | 0.00% | 0.0% | |
| NNN | New | NNN REIT INC COMreit | $3,340 | – | 63 | +100.0% | 0.00% | – |
| BIG | BIG LOTS INC COMstock | $2,861 | -24.8% | 100 | 0.0% | 0.00% | 0.0% | |
| BYND | New | BEYOND MEAT INC COMstock | $3,214 | – | 20 | +100.0% | 0.00% | – |
| NFG | NATIONAL FUEL GAS CO COMstock | $3,798 | -13.5% | 72 | 0.0% | 0.00% | 0.0% | |
| BKR | Sell | BAKER HUGHES COMPANY CL Astock | $4,926 | -30.3% | 200 | -21.6% | 0.00% | -50.0% |
| MSI | New | MOTOROLA SOLUTIONS INC COM NEWstock | $2,334 | – | 14 | +100.0% | 0.00% | – |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $5,663 | +0.8% | 29 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC COMstock | $2,737 | -13.7% | 350 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $4,893 | +10.7% | 350 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $4,774 | -5.4% | 117 | 0.0% | 0.00% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $5,528 | +0.8% | 150 | 0.0% | 0.00% | 0.0% | |
| WDC | WESTERN DIGITAL CORP. COMstock | $4,042 | -1.1% | 85 | 0.0% | 0.00% | 0.0% | |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,100 | +5.6% | 80 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC COMstock | $4,628 | +7.2% | 41 | 0.0% | 0.00% | 0.0% | |
| WPM | Buy | WHEATON PRECIOUS METALS CORP COMstock | $6,166 | +29.4% | 255 | +27.5% | 0.00% | 0.0% |
| SLV | Sell | ISHARES SILVER TRUSTetf | $2,866 | -71.1% | 200 | -71.4% | 0.00% | -50.0% |
| XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $5,792 | +5.4% | 99 | 0.0% | 0.00% | 0.0% | |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $4,196 | +4.6% | 110 | +0.9% | 0.00% | 0.0% |
| GWB | GREAT WESTERN BANCORP INC COMstock | $3,572 | +13.1% | 100 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC COMstock | $5,306 | -7.0% | 45 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC COMstock | $2,520 | -3.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $3,787 | +1.5% | 103 | 0.0% | 0.00% | 0.0% | |
| ABEV | AMBEV SA SPONSORED ADRadr | $4,670 | +8.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $3,284 | -3.8% | 12 | 0.0% | 0.00% | 0.0% | |
| SANM | SANMINA CORPORATION COMstock | $2,725 | +4.9% | 90 | 0.0% | 0.00% | 0.0% | |
| SPX TECHNOLOGIES INC COMstock | $2,642 | -5.1% | 80 | 0.0% | 0.00% | 0.0% | ||
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $3,390 | +0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $3,858 | +0.1% | 86 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $2,193 | -3.1% | 25 | 0.0% | 0.00% | 0.0% | |
| FTEC | New | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $5,045 | – | 81 | +100.0% | 0.00% | – |
| KBE | SPDR S&P BANK ETFetf | $2,168 | +3.8% | 50 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $2,170 | +13.6% | 99 | 0.0% | 0.00% | – | |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $3,130 | -78.2% | 10 | -71.4% | 0.00% | -75.0% |
| ICD | INDEPENDENCE CONTRACT DRILLING COMstock | $4,740 | -43.0% | 3,000 | 0.0% | 0.00% | -50.0% | |
| EARN | ELLINGTON RESIDENTIAL MTG REIT COM SHS BEN INTreit | $5,380 | -9.6% | 500 | 0.0% | 0.00% | 0.0% | |
| SCS | Buy | STEELCASE INC CL Astock | $5,409 | +18.6% | 316 | +1.0% | 0.00% | 0.0% |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INTcef | $5,130 | -0.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NSIT | New | INSIGHT ENTERPRISES INC COMstock | $5,820 | – | 100 | +100.0% | 0.00% | – |
| PRG | New | PROG HOLDINGS INC COM NPVstock | $6,141 | – | 100 | +100.0% | 0.00% | – |
| ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $3,990 | -3.2% | 100 | 0.0% | 0.00% | 0.0% | |
| TRGP | TARGA RES CORP COMstock | $2,434 | -5.5% | 62 | 0.0% | 0.00% | 0.0% | |
| THC | TENET HEALTHCARE CORP COM NEWstock | $5,165 | -28.4% | 250 | 0.0% | 0.00% | -50.0% | |
| TSLA | TESLA INC COMstock | $5,587 | -20.2% | 25 | 0.0% | 0.00% | -50.0% | |
| LEN | LENNAR CORP CL Astock | $2,665 | -1.3% | 55 | 0.0% | 0.00% | 0.0% | |
| DRE | New | DUKE REALTY CORP COM NEWreit | $2,371 | – | 75 | +100.0% | 0.00% | – |
| ENLC | Exit | ENLINK MIDSTREAM LLC COM UNIT REP LTDstock | $0 | – | -125 | -100.0% | 0.00% | – |
| NOK | New | NOKIA CORP SPONSORED ADRadr | $175 | – | 35 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $153 | – | 13 | +100.0% | 0.00% | – |
| NWL | NEWELL BRANDS INC COMstock | $1,542 | +0.5% | 100 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $881 | +1.1% | 24 | 0.0% | 0.00% | – | |
| PVG | PRETIUM RES INC COMstock | $1,802 | +16.9% | 180 | 0.0% | 0.00% | – | |
| FL | FOOT LOCKER INC COMstock | $2,012 | -30.8% | 48 | 0.0% | 0.00% | -100.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $1,942 | +2.3% | 101 | 0.0% | 0.00% | – | |
| FINX | GLOBAL X FINTECH ETFetf | $1,475 | +6.6% | 50 | 0.0% | 0.00% | – | |
| NAV | NAVISTAR INTL CORP NEW COMstock | $207 | +6.7% | 6 | 0.0% | 0.00% | – | |
| SQ | New | BLOCK INC CL Astock | $1,813 | – | 25 | +100.0% | 0.00% | – |
| HL | Exit | HECLA MNG CO COMstock | $0 | – | -600 | -100.0% | 0.00% | – |
| Sell | ANGLOGOLD ASHANTI PLC COM SHSstock | $1,603 | -33.9% | 90 | -51.4% | 0.00% | -100.0% | |
| AIMC | ALTRA INDL MOTION CORP COMstock | $933 | +15.6% | 26 | 0.0% | 0.00% | – | |
| VEC | V2X INC COMstock | $649 | +52.7% | 16 | 0.0% | 0.00% | – | |
| AMG | Sell | AFFILIATED MANAGERS GROUP INC COMstock | $1,474 | -70.7% | 16 | -66.0% | 0.00% | -100.0% |
| NRG | NRG ENERGY INC COM NEWstock | $176 | -17.0% | 5 | 0.0% | 0.00% | – | |
| HXL | Exit | HEXCEL CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| IPI | INTREPID POTASH INC COMstock | $672 | -11.3% | 200 | 0.0% | 0.00% | – | |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COMstock | $1,740 | -9.5% | 115 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $872 | +2.1% | 20 | 0.0% | 0.00% | – | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $1,304 | -7.8% | 50 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $2,084 | +13.6% | 20 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,264 | +2.2% | 23 | 0.0% | 0.00% | – | |
| VERI | New | VERITONE INC COMstock | $836 | – | 100 | +100.0% | 0.00% | – |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,508 | +1.2% | 40 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL COM NEWstock | $910 | -15.4% | 100 | 0.0% | 0.00% | – | |
| SITC | New | SITE CTRS CORP COMreit | $331 | – | 25 | +100.0% | 0.00% | – |
| TLRY | TILRAY BRANDS INC COMstock | $1,630 | -28.9% | 35 | 0.0% | 0.00% | -100.0% | |
| ATLANTA BRAVES HLDGS INC COM SER Cstock | $224 | +0.9% | 8 | 0.0% | 0.00% | – | ||
| AEGON LTD AMER REG 1 CERTadr | $911 | +3.4% | 184 | 0.0% | 0.00% | – | ||
| ATLANTA BRAVES HLDGS INC COM SER Astock | $111 | -0.9% | 4 | 0.0% | 0.00% | – | ||
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $563 | -28.4% | 100 | 0.0% | 0.00% | – | |
| PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $1,560 | -19.8% | 40,000 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $748 | +6.7% | 20 | 0.0% | 0.00% | – | ||
| ACA | ARCOSA INC COMstock | $1,242 | +23.2% | 33 | 0.0% | 0.00% | – | |
| PCY | New | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $1,104 | – | 38 | +100.0% | 0.00% | – |
| EGO | ELDORADO GOLD CORP NEW COMstock | $1,164 | +25.7% | 200 | 0.0% | 0.00% | – | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $1,281 | +25.3% | 13 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $1,923 | -26.4% | 300 | 0.0% | 0.00% | -100.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,512 | -1.0% | 40 | 0.0% | 0.00% | – | ||
| GTX | GARRETT MOTION INC COMstock | $154 | +4.8% | 10 | 0.0% | 0.00% | – | |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $2,029 | +1.9% | 52 | 0.0% | 0.00% | – | |
| JNK | New | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $980 | – | 9 | +100.0% | 0.00% | – |
| AG | New | FIRST MAJESTIC SILVER CORP COMstock | $1,978 | – | 250 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC COMstock | $1,496 | – | 25 | +100.0% | 0.00% | – |
| MNA | New | IQ MERGER ARBITRAGE ETFetf | $95 | – | 3 | +100.0% | 0.00% | – |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $1,058 | – | 41 | +100.0% | 0.00% | – |
| IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,003 | +1.7% | 35 | 0.0% | 0.00% | – | |
| PDS | PRECISION DRILLING CORP COM NEWstock | $756 | -20.9% | 400 | 0.0% | 0.00% | – | |
| ACCO | New | ACCO BRANDS CORP COMstock | $299 | – | 38 | +100.0% | 0.00% | – |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,049 | +3.0% | 80 | 0.0% | 0.00% | – | |
| FCPT | New | FOUR CORNERS PPTY TR INC COMreit | $1,367 | – | 50 | +100.0% | 0.00% | – |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,028 | +12.2% | 10 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC COM NEWstock | $1,125 | -6.2% | 500 | 0.0% | 0.00% | – | |
| VAC | New | MARRIOTT VACATIONS WORLDWIDE C COMstock | $1,446 | – | 15 | +100.0% | 0.00% | – |
| FIZZ | Exit | NATIONAL BEVERAGE CORP COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| NG | Exit | NOVAGOLD RES INC COM NEWstock | $0 | – | -700 | -100.0% | -0.00% | – |
| SH | Exit | PROSHARES SHORT S&P500etf | $0 | – | -200 | -100.0% | -0.00% | – |
| PJP | Exit | INVESCO PHARMACEUTICALS ETFetf | $0 | – | -73 | -100.0% | -0.00% | – |
| SSP | Exit | SCRIPPS E W CO OHIO CL A NEWstock | $0 | – | -170 | -100.0% | -0.00% | – |
| OMF | Exit | ONEMAIN HLDGS INC COMstock | $0 | – | -97 | -100.0% | -0.00% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $0 | – | -200 | -100.0% | -0.00% | – |
| KGC | Exit | KINROSS GOLD CORP COMstock | $0 | – | -750 | -100.0% | -0.00% | – |
| TRN | Exit | TRINITY INDS INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP COMstock | $0 | – | -600 | -100.0% | -0.00% | – |
| NML | Exit | NEUBERGER BERMAN ENERGY INFRA COMcef | $0 | – | -1,058 | -100.0% | -0.00% | – |
| CASY | Exit | CASEYS GEN STORES INC COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
| STT | Exit | STATE STR CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| APA | Exit | APA CORPORATION COMstock | $0 | – | -350 | -100.0% | -0.00% | – |
| CHY | Exit | CALAMOS CONV & HIGH INCOME FD COM SHScef | $0 | – | -1,300 | -100.0% | -0.00% | – |
| IYE | Exit | ISHARES U.S. ENERGY ETFetf | $0 | – | -708 | -100.0% | -0.01% | – |
| BC | Exit | BRUNSWICK CORP COMstock | $0 | – | -575 | -100.0% | -0.01% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $0 | – | -1,750 | -100.0% | -0.01% | – |
| PBT | Exit | PERMIAN BASIN RTY TR UNIT BEN INTstock | $0 | – | -3,520 | -100.0% | -0.01% | – |
| RCS | Exit | PIMCO STRATEGIC INCOME FD COMcef | $0 | – | -2,500 | -100.0% | -0.01% | – |
| ONEQ | Exit | FIDELITY NASDAQ COMPOSITE INDEX ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
| CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC COMstock | $0 | – | -1,383 | -100.0% | -0.04% | – |
| COMM | Exit | COMMSCOPE HLDG CO INC COMstock | $0 | – | -8,490 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 32 | Q4 2023 | 4.7% |
| VISA INC COM CL A | 32 | Q4 2023 | 3.9% |
| MICROSOFT CORP COM | 32 | Q4 2023 | 4.2% |
| APPLE INC COM | 32 | Q4 2023 | 2.7% |
| JOHNSON & JOHNSON COM | 32 | Q4 2023 | 1.9% |
| EXXON MOBIL CORP COM | 32 | Q4 2023 | 3.1% |
| DISNEY WALT CO COM | 32 | Q4 2023 | 2.1% |
| ABBVIE INC COM | 32 | Q4 2023 | 1.8% |
| ALPHABET INC CAP STK CL C | 32 | Q4 2023 | 1.9% |
| UNION PAC CORP COM | 32 | Q4 2023 | 1.4% |
View Anchor Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2024-01-03 |
View Anchor Investment Management, 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.