$447 Million is the total value of Anchor Investment Management, LLC's 881 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP COMstock | $18,202,851 | +30.0% | 89,445 | +0.8% | 4.07% | +12.7% |
| V | Sell | VISA INC COM CL Astock | $17,339,712 | +18.4% | 89,764 | -1.3% | 3.88% | +2.6% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $15,890,795 | +12.5% | 192,243 | +7.6% | 3.56% | -2.5% |
| AAPL | Sell | APPLE INC COMstock | $9,886,048 | +42.2% | 27,100 | -0.8% | 2.21% | +23.4% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $7,885,426 | +27.5% | 106,416 | +5.4% | 1.76% | +10.5% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $7,245,859 | +67.1% | 29,264 | +28.5% | 1.62% | +44.9% |
| DIS | Sell | DISNEY WALT CO COMstock | $7,144,800 | +11.5% | 64,073 | -3.4% | 1.60% | -3.3% |
| INTC | Buy | INTEL CORP COMstock | $7,052,106 | +10.8% | 117,869 | +0.2% | 1.58% | -4.0% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $6,613,507 | +7.4% | 47,028 | +0.1% | 1.48% | -7.0% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $5,874,963 | +22.2% | 4,156 | +0.6% | 1.31% | +6.0% |
| UNP | Sell | UNION PAC CORP COMstock | $5,772,050 | +17.7% | 34,140 | -1.8% | 1.29% | +2.1% |
| ABT | Sell | ABBOTT LABS COMstock | $4,949,380 | +15.3% | 54,133 | -0.5% | 1.11% | -0.1% |
| ADBE | Buy | ADOBE INC COMstock | $4,937,721 | +37.6% | 11,343 | +0.6% | 1.10% | +19.3% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $4,880,491 | +35.3% | 17,511 | +2.8% | 1.09% | +17.3% |
| ABBV | Buy | ABBVIE INC COMstock | $4,806,206 | +35.6% | 48,953 | +5.2% | 1.08% | +17.5% |
| D | Sell | DOMINION ENERGY INC COMstock | $4,805,644 | +11.6% | 59,197 | -0.8% | 1.08% | -3.2% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $4,720,172 | +20.8% | 42,455 | +1.5% | 1.06% | +4.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $4,708,756 | +5.0% | 85,412 | +2.4% | 1.05% | -9.0% |
| ENB | Sell | ENBRIDGE INC COMstock | $4,676,375 | +3.5% | 153,727 | -1.0% | 1.05% | -10.3% |
| LOW | Sell | LOWES COS INC COMstock | $4,629,342 | +54.9% | 34,261 | -1.3% | 1.04% | +34.4% |
| HD | HOME DEPOT INC COMstock | $4,600,366 | +34.2% | 18,364 | 0.0% | 1.03% | +16.3% | |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $4,561,365 | +24.8% | 86,685 | -0.0% | 1.02% | +8.2% |
| AMZN | Sell | AMAZON COM INC COMstock | $4,505,153 | +36.6% | 1,633 | -3.5% | 1.01% | +18.4% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $4,171,041 | -0.4% | 52,210 | +0.9% | 0.93% | -13.6% |
| PFE | Buy | PFIZER INC COMstock | $4,062,069 | +0.3% | 124,222 | +0.1% | 0.91% | -13.0% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $3,809,107 | +13.9% | 172,827 | +6.7% | 0.85% | -1.3% |
| T | Buy | AT&T INC COMstock | $3,809,820 | +3.8% | 126,028 | +0.1% | 0.85% | -10.0% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $3,668,604 | +13.1% | 34,639 | -1.1% | 0.82% | -1.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $3,604,099 | +20.3% | 12,716 | +0.5% | 0.81% | +4.3% |
| BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $3,572,861 | +6.4% | 164,194 | +1.3% | 0.80% | -7.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $3,374,228 | +14.6% | 11,440 | -3.1% | 0.76% | -0.7% |
| BSCL | Buy | INVESCO BULLETSHARES 2021 CORP BD ETFetf | $3,294,869 | +2.8% | 154,182 | +0.9% | 0.74% | -10.9% |
| FCNCA | Buy | FIRST CTZNS BANCSHARES INC N C CL Astock | $3,219,099 | +38.9% | 7,948 | +14.1% | 0.72% | +20.4% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $3,191,188 | +8.0% | 26,689 | -0.7% | 0.71% | -6.3% |
| KO | Sell | COCA COLA CO COMstock | $3,159,472 | +0.6% | 70,713 | -0.4% | 0.71% | -12.7% |
| BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $3,137,931 | +18.1% | 141,221 | +9.3% | 0.70% | +2.3% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $3,132,771 | +15.3% | 70,053 | -2.1% | 0.70% | 0.0% |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $3,126,794 | +7.1% | 50,270 | +7.3% | 0.70% | -7.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,098,220 | +2.0% | 17,356 | +4.4% | 0.69% | -11.6% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $3,064,522 | +9.4% | 33,419 | +7.6% | 0.69% | -5.1% |
| FDX | Sell | FEDEX CORP COMstock | $3,055,955 | +14.5% | 21,794 | -0.9% | 0.68% | -0.6% |
| FISV | Sell | FISERV INC COMstock | $3,015,677 | +2.1% | 30,892 | -0.6% | 0.68% | -11.4% |
| BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $2,986,565 | +9.9% | 138,910 | +0.7% | 0.67% | -4.7% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $2,984,106 | +9.3% | 19,951 | +0.7% | 0.67% | -5.1% |
| PEP | Sell | PEPSICO INC COMstock | $2,945,699 | +6.0% | 22,272 | -3.7% | 0.66% | -8.1% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $2,742,672 | +14.6% | 70,361 | +1.0% | 0.61% | -0.6% |
| BSCS | Buy | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $2,655,167 | +12.1% | 115,744 | +0.9% | 0.59% | -2.8% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,642,090 | +16.5% | 108,505 | -1.0% | 0.59% | +1.0% |
| BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $2,638,908 | +12.5% | 121,162 | +2.3% | 0.59% | -2.5% |
| ORCL | Sell | ORACLE CORP COMstock | $2,598,556 | +13.0% | 47,016 | -1.1% | 0.58% | -2.0% |
| CSX | Sell | CSX CORP COMstock | $2,510,779 | +20.4% | 36,002 | -1.1% | 0.56% | +4.5% |
| MRK | Sell | MERCK & CO INC COMstock | $2,512,916 | -1.2% | 32,496 | -1.7% | 0.56% | -14.5% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $2,494,322 | +17.4% | 12,947 | +1.2% | 0.56% | +1.8% |
| SO | Buy | SOUTHERN CO COMstock | $2,455,291 | -3.5% | 47,354 | +0.8% | 0.55% | -16.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $2,441,085 | +26.7% | 6,737 | -0.8% | 0.55% | +9.9% |
| SCHP | Buy | SCHWAB US TIPS ETFetf | $2,399,017 | +12.8% | 39,970 | +8.1% | 0.54% | -2.2% |
| CSCO | Sell | CISCO SYS INC COMstock | $2,339,238 | +17.9% | 50,155 | -0.6% | 0.52% | +2.1% |
| TFC | Sell | TRUIST FINL CORP COMstock | $2,277,329 | +15.2% | 60,648 | -5.4% | 0.51% | -0.2% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $2,256,313 | +12.1% | 12,851 | -6.7% | 0.50% | -2.7% |
| LLY | ELI LILLY & CO COMstock | $2,179,818 | +18.4% | 13,277 | 0.0% | 0.49% | +2.7% | |
| SYK | Sell | STRYKER CORPORATION COMstock | $2,137,234 | +7.0% | 11,861 | -1.2% | 0.48% | -7.4% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $2,106,271 | +14.2% | 7,123 | -6.7% | 0.47% | -1.1% |
| CVS | Sell | CVS HEALTH CORP COMstock | $2,086,825 | +7.8% | 32,120 | -1.6% | 0.47% | -6.6% |
| MDLZ | MONDELEZ INTL INC CL Astock | $2,059,027 | +2.1% | 40,270 | 0.0% | 0.46% | -11.3% | |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $2,012,933 | +9.7% | 24,533 | +0.3% | 0.45% | -5.1% |
| BSCT | Buy | INVESCO BULLETSHARES 2029 CORPORATE BOND ETFetf | $1,940,240 | +12.4% | 91,475 | +1.3% | 0.43% | -2.7% |
| EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $1,922,082 | +4.6% | 29,096 | -1.7% | 0.43% | -9.3% |
| BAX | Sell | BAXTER INTL INC COMstock | $1,917,831 | +2.7% | 22,274 | -3.2% | 0.43% | -11.0% |
| VO | Buy | VANGUARD MID-CAP ETFetf | $1,873,245 | +24.5% | 11,428 | +0.0% | 0.42% | +8.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,853,772 | +4.6% | 19,708 | +0.1% | 0.42% | -9.2% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $1,799,453 | +18.2% | 6,796 | +0.6% | 0.40% | +2.5% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $1,802,200 | +39.3% | 9,011 | +1.2% | 0.40% | +20.7% |
| SON | Buy | SONOCO PRODS CO COMstock | $1,754,290 | +59.6% | 33,549 | +41.5% | 0.39% | +38.0% |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $1,720,259 | +26.2% | 2,977 | +0.3% | 0.38% | +9.4% |
| FB | Sell | META PLATFORMS INC CL Astock | $1,693,715 | +30.0% | 7,459 | -4.5% | 0.38% | +12.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,680,389 | +22.2% | 1,185 | +0.2% | 0.38% | +5.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $1,668,461 | +8.4% | 11,206 | -0.4% | 0.37% | -6.0% |
| NEE | NEXTERA ENERGY INC COMstock | $1,656,328 | -0.2% | 6,896 | 0.0% | 0.37% | -13.3% | |
| AMGN | Buy | AMGEN INC COMstock | $1,643,472 | +18.5% | 6,968 | +1.8% | 0.37% | +2.8% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $1,598,641 | +20.7% | 10,213 | -0.6% | 0.36% | +4.7% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $1,593,913 | +21.9% | 5,169 | +1.9% | 0.36% | +5.9% |
| LHCG | Sell | LHC GROUP INC COMstock | $1,593,459 | +20.6% | 9,141 | -3.0% | 0.36% | +4.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $1,584,554 | +7.5% | 22,928 | +193.5% | 0.35% | -6.8% |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $1,556,203 | +26.1% | 23,817 | -0.6% | 0.35% | +9.4% |
| QCOM | Sell | QUALCOMM INC COMstock | $1,540,923 | +33.1% | 16,894 | -1.3% | 0.34% | +15.4% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,521,887 | +15.8% | 39,234 | -0.5% | 0.34% | +0.3% |
| BAC | Sell | BANK AMERICA CORP COMstock | $1,426,453 | +6.1% | 60,061 | -5.2% | 0.32% | -8.1% |
| SPGI | Sell | S&P GLOBAL INC COMstock | $1,394,689 | +31.4% | 4,233 | -2.3% | 0.31% | +13.9% |
| SBUX | Sell | STARBUCKS CORP COMstock | $1,363,328 | +6.1% | 18,526 | -5.2% | 0.30% | -8.1% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $1,328,051 | +3.5% | 14,251 | -0.8% | 0.30% | -10.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $1,321,092 | +39.8% | 3,133 | -0.2% | 0.30% | +21.3% |
| HUM | Sell | HUMANA INC COMstock | $1,312,146 | +22.3% | 3,384 | -1.0% | 0.29% | +6.1% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $1,290,833 | +16.6% | 14,466 | -5.3% | 0.29% | +1.0% |
| TSCO | Sell | TRACTOR SUPPLY CO COMstock | $1,288,643 | +54.8% | 9,778 | -0.7% | 0.29% | +34.0% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $1,286,853 | +26.8% | 8,831 | +0.4% | 0.29% | +9.9% |
| GLW | Buy | CORNING INC COMstock | $1,264,565 | +27.3% | 48,825 | +0.9% | 0.28% | +10.5% |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,262,488 | +0.7% | 53,135 | -3.9% | 0.28% | -13.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $1,257,232 | -16.5% | 29,659 | -9.8% | 0.28% | -27.6% |
| L | Sell | LOEWS CORP COMstock | $1,253,557 | -12.5% | 36,558 | -11.1% | 0.28% | -24.3% |
| RTX | Buy | RTX CORPORATION COMstock | $1,140,956 | -11.0% | 18,516 | +36.2% | 0.26% | -23.0% |
| DHR | Sell | DANAHER CORPORATION COMstock | $1,134,011 | +24.7% | 6,413 | -2.4% | 0.25% | +8.1% |
| BA | Sell | BOEING CO COMstock | $1,116,114 | -35.1% | 6,089 | -47.2% | 0.25% | -43.7% |
| PM | PHILIP MORRIS INTL INC COMstock | $1,103,585 | -4.0% | 15,752 | 0.0% | 0.25% | -16.8% | |
| PAYX | PAYCHEX INC COMstock | $1,097,315 | +20.4% | 14,486 | 0.0% | 0.24% | +4.3% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $1,085,062 | +10.6% | 8,985 | +1.6% | 0.24% | -4.0% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $1,078,233 | -0.0% | 12,972 | -1.1% | 0.24% | -13.3% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $1,068,863 | +11.2% | 14,590 | +0.7% | 0.24% | -3.6% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,062,145 | +18.3% | 3,503 | +11.3% | 0.24% | +2.6% |
| FOXA | Sell | FOX CORP CL A COMstock | $1,046,054 | +7.0% | 39,003 | -5.7% | 0.23% | -7.1% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,042,126 | +9.2% | 10,954 | 0.0% | 0.23% | -5.3% | |
| ECL | Sell | ECOLAB INC COMstock | $1,040,906 | +25.3% | 5,232 | -1.9% | 0.23% | +8.9% |
| VIS | Sell | VANGUARD INDUSTRIALS ETFetf | $1,031,175 | +16.6% | 7,937 | -1.0% | 0.23% | +1.3% |
| SNPS | Sell | SYNOPSYS INC COMstock | $1,023,750 | +14.6% | 5,250 | -24.3% | 0.23% | -0.9% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $1,020,331 | +16.5% | 8,036 | -8.3% | 0.23% | +0.9% |
| VFH | Sell | VANGUARD FINANCIALS ETFetf | $1,019,190 | +12.6% | 17,818 | -0.2% | 0.23% | -2.6% |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $1,013,203 | +24.5% | 45,111 | -6.0% | 0.23% | +8.1% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $1,009,131 | +41.3% | 5,297 | +12.0% | 0.23% | +22.8% |
| AFL | Sell | AFLAC INC COMstock | $959,011 | +1.5% | 26,617 | -3.5% | 0.22% | -11.9% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC COMstock | $955,059 | +36.5% | 3,797 | +1.3% | 0.21% | +18.9% |
| ATO | Sell | ATMOS ENERGY CORP COMstock | $930,177 | -1.0% | 9,341 | -1.4% | 0.21% | -14.0% |
| LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $926,562 | +27.9% | 5,578 | -2.7% | 0.21% | +10.7% |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $916,152 | +14.4% | 23,704 | -0.3% | 0.20% | -1.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $890,511 | +23.5% | 5,093 | +0.4% | 0.20% | +7.0% |
| MET | Sell | METLIFE INC COMstock | $885,027 | +0.6% | 24,234 | -15.8% | 0.20% | -12.8% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $869,620 | +9.0% | 57,325 | +0.0% | 0.20% | -5.3% |
| BKNG | Sell | BOOKING HOLDINGS INC COMstock | $866,233 | -17.6% | 544 | -30.3% | 0.19% | -28.4% |
| AXP | Sell | AMERICAN EXPRESS CO COMstock | $853,563 | +7.1% | 8,966 | -3.7% | 0.19% | -7.3% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $851,450 | -12.8% | 8,373 | -15.2% | 0.19% | -24.6% |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $848,390 | +6.5% | 15,459 | -1.9% | 0.19% | -7.8% |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $837,532 | +23.6% | 3,824 | 0.0% | 0.19% | +6.9% | |
| NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $825,800 | +4.0% | 9,455 | -1.8% | 0.18% | -9.8% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $821,117 | +41.5% | 6,422 | -1.1% | 0.18% | +22.7% |
| MCO | MOODYS CORP COMstock | $824,190 | +29.9% | 3,000 | 0.0% | 0.18% | +12.2% | |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $803,189 | +8.6% | 2,201 | +0.9% | 0.18% | -5.8% |
| UNM | UNUM GROUP COMstock | $798,427 | +10.5% | 48,127 | 0.0% | 0.18% | -3.8% | |
| CFR | CULLEN FROST BANKERS INC COMstock | $797,455 | +33.9% | 10,674 | 0.0% | 0.18% | +15.6% | |
| TGT | Buy | TARGET CORP COMstock | $795,975 | +30.0% | 6,637 | +0.8% | 0.18% | +12.7% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $767,587 | +16.8% | 13,521 | -1.7% | 0.17% | +1.2% |
| WMT | Buy | WALMART INC COMstock | $740,031 | +5.7% | 6,178 | +0.3% | 0.17% | -8.3% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $734,891 | +29.3% | 12,157 | -2.0% | 0.16% | +11.6% |
| NIM | Sell | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $722,389 | +0.6% | 70,592 | -3.9% | 0.16% | -12.4% |
| C | Sell | CITIGROUP INC COM NEWstock | $716,984 | -4.1% | 14,031 | -21.0% | 0.16% | -17.1% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $703,373 | +19.1% | 2,913 | -1.5% | 0.16% | +3.3% |
| FTNT | Sell | FORTINET INC COMstock | $691,154 | +35.4% | 5,035 | -0.2% | 0.16% | +17.4% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $685,110 | -3.6% | 5,570 | -7.6% | 0.15% | -16.4% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $677,910 | +4.3% | 5,269 | -3.1% | 0.15% | -9.5% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $671,859 | +27.8% | 3,129 | -2.9% | 0.15% | +10.3% |
| MCK | MCKESSON CORP COMstock | $647,432 | +13.4% | 4,220 | 0.0% | 0.14% | -1.4% | |
| NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $632,712 | +0.4% | 2,058 | -1.2% | 0.14% | -12.9% |
| MO | Sell | ALTRIA GROUP INC COMstock | $625,135 | +0.3% | 15,927 | -1.2% | 0.14% | -13.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $613,808 | +22.0% | 3,106 | -4.6% | 0.14% | +5.4% |
| GPN | Sell | GLOBAL PMTS INC COMstock | $602,660 | +9.9% | 3,553 | -6.6% | 0.14% | -4.9% |
| IXJ | Buy | ISHARES GLOBAL HEALTHCARE ETFetf | $601,622 | +12.9% | 8,747 | +0.0% | 0.14% | -2.2% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $598,542 | +20.9% | 10,534 | -1.1% | 0.13% | +4.7% |
| CI | Sell | THE CIGNA GROUP COMstock | $592,411 | +5.3% | 3,157 | -0.6% | 0.13% | -8.3% |
| GBDC | Buy | GOLUB CAP BDC INC COMcef | $578,102 | +14.1% | 49,623 | +23.0% | 0.13% | -1.5% |
| NVO | NOVO-NORDISK A S ADRadr | $559,003 | +8.8% | 8,537 | 0.0% | 0.12% | -6.0% | |
| CPRT | Sell | COPART INC COMstock | $555,827 | -9.7% | 6,675 | -25.7% | 0.12% | -22.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $543,623 | -7.4% | 3,204 | -1.7% | 0.12% | -19.2% |
| DLTR | Buy | DOLLAR TREE INC COMstock | $534,578 | +28.9% | 5,768 | +2.2% | 0.12% | +12.1% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CORP BD ETFetf | $509,656 | -15.6% | 23,950 | -16.7% | 0.11% | -26.9% |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $506,233 | +2.0% | 9,100 | 0.0% | 0.11% | -11.7% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $506,254 | +23.6% | 2,847 | 0.0% | 0.11% | +6.6% | |
| AMLP | Sell | ALERIAN MLP ETFetf | $497,055 | +30.7% | 20,140 | -81.8% | 0.11% | +13.3% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $463,340 | -13.4% | 67,839 | +0.7% | 0.10% | -24.6% | |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $452,426 | +31.8% | 2,357 | +3.5% | 0.10% | +13.5% |
| Buy | BROOKFIELD CORP CL A LTD VT SHstock | $442,702 | +4.9% | 13,456 | +41.1% | 0.10% | -9.2% | |
| TROW | Sell | PRICE T ROWE GROUP INC COMstock | $440,630 | +15.9% | 3,568 | -8.3% | 0.10% | +1.0% |
| EFA | ISHARES MSCI EAFE ETFetf | $434,247 | +13.9% | 7,134 | 0.0% | 0.10% | -1.0% | |
| SSB | Sell | SOUTHSTATE CORPORATION COMstock | $430,513 | -20.1% | 9,033 | -1.5% | 0.10% | -30.9% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $429,163 | +7.0% | 9,014 | -7.8% | 0.10% | -7.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $429,534 | +46.6% | 7,305 | +39.0% | 0.10% | +26.3% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $424,627 | -28.4% | 16,587 | -19.7% | 0.10% | -37.9% |
| SONY | Sell | SONY GROUP CORP SPONSORED ADRadr | $424,527 | +9.5% | 6,141 | -6.2% | 0.10% | -5.0% |
| FCCO | Buy | FIRST CMNTY CORP S C COMstock | $415,034 | -1.6% | 27,395 | +2.1% | 0.09% | -14.7% |
| COP | Sell | CONOCOPHILLIPS COMstock | $412,426 | +10.4% | 9,815 | -19.1% | 0.09% | -4.2% |
| CCI | CROWN CASTLE INC COMreit | $402,644 | +15.9% | 2,406 | 0.0% | 0.09% | 0.0% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $397,996 | +14.6% | 21,904 | -9.8% | 0.09% | -1.1% |
| MCD | Sell | MCDONALDS CORP COMstock | $391,630 | +6.5% | 2,123 | -4.5% | 0.09% | -7.4% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $386,900 | +4.8% | 1,617 | +0.6% | 0.09% | -8.4% |
| BLK | Sell | BLACKROCK INC COMstock | $383,583 | +15.5% | 705 | -6.6% | 0.09% | 0.0% |
| KMB | KIMBERLY-CLARK CORP COMstock | $381,928 | +10.5% | 2,702 | 0.0% | 0.08% | -4.5% | |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $372,782 | +10.7% | 4,747 | -1.6% | 0.08% | -4.6% |
| TEL | Sell | TE CONNECTIVITY LTD SHSstock | $370,726 | +28.1% | 4,546 | -1.1% | 0.08% | +10.7% |
| LKQ | Sell | LKQ CORP COMstock | $366,800 | +13.4% | 14,000 | -11.3% | 0.08% | -1.2% |
| AZO | Buy | AUTOZONE INC COMstock | $365,511 | +88.7% | 324 | +41.5% | 0.08% | +64.0% |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $365,965 | +15.4% | 13,250 | 0.0% | 0.08% | 0.0% | |
| ANTM | Sell | ELEVANCE HEALTH INC COMstock | $366,331 | +9.5% | 1,393 | -5.5% | 0.08% | -4.7% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $353,915 | +12.2% | 8,935 | -4.9% | 0.08% | -2.5% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $349,854 | +83.8% | 2,008 | +1.0% | 0.08% | +59.2% |
| DVA | Sell | DAVITA INC COMstock | $342,676 | +1.5% | 4,330 | -2.5% | 0.08% | -11.5% |
| MPC | Sell | MARATHON PETE CORP COMstock | $345,321 | +35.6% | 9,238 | -14.3% | 0.08% | +16.7% |
| KR | Buy | KROGER CO COMstock | $336,740 | +12.8% | 9,948 | +0.4% | 0.08% | -2.6% |
| SNV | Sell | SYNOVUS FINL CORP COM NEWstock | $330,615 | +14.1% | 16,104 | -2.4% | 0.07% | -1.3% |
| VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $333,016 | -17.4% | 7,137 | -24.1% | 0.07% | -28.8% |
| WTRG | ESSENTIAL UTILS INC COMstock | $324,572 | +3.8% | 7,684 | 0.0% | 0.07% | -9.9% | |
| PSX | Sell | PHILLIPS 66 COMstock | $324,557 | +24.1% | 4,514 | -7.4% | 0.07% | +9.0% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $321,577 | +12.0% | 10,809 | -2.7% | 0.07% | -2.7% |
| GDX | Sell | VANECK GOLD MINERS ETFetf | $311,780 | +53.6% | 8,500 | -3.5% | 0.07% | +34.6% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $314,096 | +19.8% | 3,429 | +5.6% | 0.07% | +2.9% |
| CLX | Sell | CLOROX CO DEL COMstock | $313,699 | -22.3% | 1,430 | -38.6% | 0.07% | -32.7% |
| DOV | Buy | DOVER CORP COMstock | $312,854 | +16.5% | 3,240 | +1.2% | 0.07% | +1.4% |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $309,934 | +66.4% | 43,530 | +7.5% | 0.07% | +43.8% |
| ALL | ALLSTATE CORP COMstock | $309,301 | +5.7% | 3,189 | 0.0% | 0.07% | -8.0% | |
| CTAS | CINTAS CORP COMstock | $306,314 | +53.8% | 1,150 | 0.0% | 0.07% | +35.3% | |
| TSN | Buy | TYSON FOODS INC CL Astock | $309,298 | +4.2% | 5,180 | +1.0% | 0.07% | -10.4% |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $296,035 | +8.9% | 2,201 | 0.0% | 0.07% | -5.7% | |
| GIS | GENERAL MLS INC COMstock | $294,564 | +16.8% | 4,778 | 0.0% | 0.07% | +1.5% | |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $288,398 | +17.8% | 3,554 | +3.8% | 0.06% | +3.2% |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $286,671 | +14.0% | 3,770 | 0.0% | 0.06% | -1.5% | |
| WELL | WELLTOWER INC COMreit | $284,625 | +13.0% | 5,500 | 0.0% | 0.06% | -1.5% | |
| DOW | Sell | DOW INC COMstock | $285,336 | +21.7% | 7,000 | -12.7% | 0.06% | +6.7% |
| FRA | Sell | BLACKROCK FLOATING RATE INCOME COMcef | $282,502 | +2.0% | 25,268 | -8.7% | 0.06% | -11.3% |
| WEC | WEC ENERGY GROUP INC COMstock | $280,305 | -0.5% | 3,198 | 0.0% | 0.06% | -13.7% | |
| VUG | Buy | VANGUARD GROWTH ETFetf | $283,330 | +29.9% | 1,402 | +0.7% | 0.06% | +12.5% |
| ABC | Sell | CENCORA INC COMstock | $277,722 | +7.8% | 2,756 | -5.3% | 0.06% | -6.1% |
| STZ | CONSTELLATION BRANDS INC CL Astock | $273,272 | +22.0% | 1,562 | 0.0% | 0.06% | +5.2% | |
| EBAY | Sell | EBAY INC. COMstock | $270,118 | +69.2% | 5,150 | -3.0% | 0.06% | +46.3% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $269,386 | +15.4% | 2,362 | +0.5% | 0.06% | 0.0% |
| BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $267,004 | -0.7% | 6,878 | -12.6% | 0.06% | -13.0% |
| OTIS | New | OTIS WORLDWIDE CORP COMstock | $263,262 | – | 4,630 | +100.0% | 0.06% | – |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $257,806 | +26.1% | 3,509 | +3.7% | 0.06% | +9.4% |
| RDSB | Sell | SHELL PLC SPON ADR Badr | $261,352 | -13.0% | 8,583 | -6.6% | 0.06% | -24.7% |
| ALLY | Sell | ALLY FINL INC COMstock | $256,005 | +0.7% | 12,910 | -26.7% | 0.06% | -13.6% |
| DHI | Sell | D R HORTON INC COMstock | $251,743 | +56.2% | 4,540 | -4.2% | 0.06% | +33.3% |
| PHM | Sell | PULTE GROUP INC COMstock | $249,882 | +51.2% | 7,343 | -0.9% | 0.06% | +30.2% |
| BX | BLACKSTONE INC COMstock | $249,304 | +24.3% | 4,400 | 0.0% | 0.06% | +7.7% | |
| BSJM | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $249,002 | +3.0% | 11,166 | 0.0% | 0.06% | -9.7% | |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $250,388 | -0.4% | 3,144 | 0.0% | 0.06% | -13.8% | |
| TAN | Sell | INVESCO SOLAR ETFetf | $245,418 | +42.6% | 6,798 | -0.4% | 0.06% | +25.0% |
| NKE | NIKE INC CL Bstock | $244,635 | +18.5% | 2,495 | 0.0% | 0.06% | +3.8% | |
| EXPE | Sell | EXPEDIA GROUP INC COM NEWstock | $243,148 | +38.2% | 2,958 | -5.4% | 0.05% | +20.0% |
| CARR | New | CARRIER GLOBAL CORPORATION COMstock | $234,754 | – | 10,565 | +100.0% | 0.05% | – |
| CMI | Sell | CUMMINS INC COMstock | $234,767 | +22.2% | 1,355 | -4.6% | 0.05% | +6.0% |
| DD | Sell | DUPONT DE NEMOURS INC COMstock | $237,491 | +23.6% | 4,470 | -20.7% | 0.05% | +6.0% |
| EVRG | EVERGY INC COMstock | $237,160 | +7.7% | 4,000 | 0.0% | 0.05% | -7.0% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $230,949 | +32.0% | 856 | 0.0% | 0.05% | +15.6% | |
| CCEP | Sell | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $232,262 | -16.9% | 6,151 | -17.4% | 0.05% | -27.8% |
| Sell | GLOBAL X SUPERDIVIDEND ETFetf | $231,563 | +2.8% | 21,013 | -13.0% | 0.05% | -10.3% | |
| Buy | GSK PLC SPONSORED ADRadr | $231,573 | +7.7% | 5,677 | +0.0% | 0.05% | -5.5% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $232,602 | +13.3% | 1,985 | 0.0% | 0.05% | -1.9% | |
| IRM | IRON MTN INC DEL COMreit | $229,680 | +9.7% | 8,800 | 0.0% | 0.05% | -5.6% | |
| EEMV | Sell | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $228,540 | +6.0% | 4,395 | -4.4% | 0.05% | -8.9% |
| DLA | DELTA APPAREL INC COMstock | $228,765 | +16.4% | 18,875 | 0.0% | 0.05% | 0.0% | |
| ENTG | ENTEGRIS INC COMstock | $227,343 | +31.9% | 3,850 | 0.0% | 0.05% | +15.9% | |
| ED | CONSOLIDATED EDISON INC COMstock | $222,983 | -7.8% | 3,100 | 0.0% | 0.05% | -19.4% | |
| BSJL | INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETFetf | $222,612 | +2.5% | 9,811 | 0.0% | 0.05% | -10.7% | |
| HEI | Sell | HEICO CORP NEW COMstock | $225,309 | -12.4% | 2,261 | -34.4% | 0.05% | -24.2% |
| MMM | 3M CO COMstock | $224,002 | +14.3% | 1,436 | 0.0% | 0.05% | -2.0% | |
| TOWN | Sell | TOWNEBANK PORTSMOUTH VA COMstock | $212,421 | -0.1% | 11,275 | -4.0% | 0.05% | -12.7% |
| VPU | VANGUARD UTILITIES ETFetf | $212,836 | +1.4% | 1,721 | 0.0% | 0.05% | -11.1% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $213,471 | +16.7% | 265 | 0.0% | 0.05% | +2.1% | |
| CCMP | CMC MATERIALS INC COMstock | $212,799 | +22.3% | 1,525 | 0.0% | 0.05% | +6.7% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $208,615 | +20.4% | 2,070 | 0.0% | 0.05% | +4.4% | |
| DE | Sell | DEERE & CO COMstock | $211,367 | -16.4% | 1,345 | -26.5% | 0.05% | -27.7% |
| CCK | Sell | CROWN HLDGS INC COMstock | $207,374 | +2.5% | 3,184 | -8.6% | 0.05% | -11.5% |
| TDOC | New | TELADOC HEALTH INC COMstock | $203,817 | – | 1,068 | +100.0% | 0.05% | – |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $203,453 | +31.3% | 1,513 | 0.0% | 0.05% | +15.0% | |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $204,037 | +99.2% | 2,481 | +51.8% | 0.05% | +76.9% |
| MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $207,381 | +65.8% | 414 | +10.1% | 0.05% | +43.8% |
| XRAY | Sell | DENTSPLY SIRONA INC COMstock | $205,408 | +4.8% | 4,662 | -7.6% | 0.05% | -9.8% |
| BEN | Sell | FRANKLIN RESOURCES INC COMstock | $205,070 | +1.4% | 9,779 | -19.3% | 0.05% | -11.5% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $204,760 | +12.0% | 1,370 | -0.9% | 0.05% | -2.1% |
| EMN | EASTMAN CHEM CO COMstock | $201,538 | +49.5% | 2,894 | 0.0% | 0.04% | +28.6% | |
| ALB | Buy | ALBEMARLE CORP COMstock | $200,669 | +66.7% | 2,599 | +21.7% | 0.04% | +45.2% |
| HON | Sell | HONEYWELL INTL INC COMstock | $196,353 | -5.8% | 1,358 | -12.8% | 0.04% | -18.5% |
| SJI | SOUTH JERSEY INDS INC COMstock | $194,922 | -0.0% | 7,800 | 0.0% | 0.04% | -12.0% | |
| YUM | Sell | YUM BRANDS INC COMstock | $196,243 | +17.7% | 2,258 | -7.2% | 0.04% | +2.3% |
| BSJO | Sell | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $190,286 | +0.6% | 8,118 | -4.7% | 0.04% | -12.2% |
| PSA | PUBLIC STORAGE COMreit | $191,890 | -3.4% | 1,000 | 0.0% | 0.04% | -15.7% | |
| BSJN | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $192,392 | +6.8% | 8,023 | 0.0% | 0.04% | -6.5% | |
| BWA | BORGWARNER INC COMstock | $188,855 | +44.8% | 5,350 | 0.0% | 0.04% | +23.5% | |
| DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $187,340 | +1.6% | 1,394 | -3.9% | 0.04% | -12.5% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $187,433 | +10.0% | 2,322 | +0.2% | 0.04% | -4.5% |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $188,678 | +7.7% | 7,931 | 0.0% | 0.04% | -6.7% | |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $185,516 | +25.7% | 3,585 | +9.3% | 0.04% | +10.5% |
| PRU | Buy | PRUDENTIAL FINL INC COMstock | $182,944 | +22.9% | 3,004 | +5.3% | 0.04% | +7.9% |
| EL | Buy | LAUDER ESTEE COS INC CL Astock | $181,699 | +26.3% | 963 | +6.6% | 0.04% | +10.8% |
| CTVA | Sell | CORTEVA INC COMstock | $185,119 | +7.6% | 6,910 | -5.6% | 0.04% | -6.8% |
| RYN | Sell | RAYONIER INC COMreit | $185,020 | -0.6% | 7,464 | -5.5% | 0.04% | -14.6% |
| BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $185,224 | +6.9% | 8,131 | 0.0% | 0.04% | -8.9% | |
| EXR | EXTRA SPACE STORAGE INC COMreit | $184,740 | -3.5% | 2,000 | 0.0% | 0.04% | -16.3% | |
| INTU | INTUIT COMstock | $185,119 | +28.8% | 625 | 0.0% | 0.04% | +10.8% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $179,159 | +18.1% | 1,501 | 0.0% | 0.04% | +2.6% | |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD COMcef | $180,660 | +16.8% | 21,380 | +0.3% | 0.04% | 0.0% |
| SRET | Sell | GLOBAL X SUPERDIVIDEND REIT ETFetf | $179,424 | +18.3% | 22,915 | -0.7% | 0.04% | +2.6% |
| CNP | Sell | CENTERPOINT ENERGY INC COMstock | $180,278 | -8.5% | 9,656 | -24.3% | 0.04% | -21.6% |
| CAT | Sell | CATERPILLAR INC COMstock | $173,305 | +1.6% | 1,370 | -6.8% | 0.04% | -11.4% |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFetf | $175,281 | +6.5% | 7,526 | 0.0% | 0.04% | -7.1% | |
| SYY | Sell | SYSCO CORP COMstock | $173,546 | +10.6% | 3,175 | -7.7% | 0.04% | -4.9% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $174,846 | -28.3% | 3,620 | -49.5% | 0.04% | -38.1% |
| NOK | Sell | NOKIA CORP SPONSORED ADRadr | $175,358 | -4.5% | 39,854 | -32.7% | 0.04% | -17.0% |
| HOLX | Sell | HOLOGIC INC COMstock | $169,575 | +57.1% | 2,975 | -3.3% | 0.04% | +35.7% |
| OC | Sell | OWENS CORNING NEW COMstock | $170,068 | -3.2% | 3,050 | -32.6% | 0.04% | -15.6% |
| AKAM | AKAMAI TECHNOLOGIES INC COMstock | $168,131 | +17.1% | 1,570 | 0.0% | 0.04% | +2.7% | |
| EMR | EMERSON ELEC CO COMstock | $166,923 | +30.2% | 2,691 | 0.0% | 0.04% | +12.1% | |
| ZTS | Sell | ZOETIS INC CL Astock | $164,174 | +7.5% | 1,198 | -7.7% | 0.04% | -5.1% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $162,623 | +119.8% | 1,444 | +93.6% | 0.04% | +89.5% |
| SPSM | Sell | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $159,420 | -9.9% | 6,000 | -25.9% | 0.04% | -21.7% |
| RDIV | Sell | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $162,969 | +17.3% | 5,924 | -1.2% | 0.04% | 0.0% |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $159,537 | -0.2% | 3,090 | 0.0% | 0.04% | -12.2% | |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $160,198 | +23.1% | 5,881 | -16.0% | 0.04% | +5.9% |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $158,166 | +19.6% | 3,070 | -2.4% | 0.04% | +2.9% |
| TCBI | TEXAS CAP BANCSHARES INC COMstock | $156,542 | +39.2% | 5,071 | 0.0% | 0.04% | +20.7% | |
| FLR | Buy | FLUOR CORP NEW COMstock | $149,792 | +5319.4% | 12,400 | +3000.0% | 0.03% | +3300.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $152,145 | +19.5% | 267 | +3.9% | 0.03% | +3.0% |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $152,116 | +46.0% | 6,663 | 0.0% | 0.03% | +25.9% | |
| NFLX | Buy | NETFLIX INC COMstock | $152,438 | +25.7% | 335 | +3.7% | 0.03% | +9.7% |
| CERN | Sell | CERNER CORP COMstock | $149,096 | +6.4% | 2,175 | -2.2% | 0.03% | -8.3% |
| CRM | Buy | SALESFORCE INC COMstock | $143,682 | +102.4% | 767 | +55.6% | 0.03% | +77.8% |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $142,373 | -9.0% | 5,668 | -18.2% | 0.03% | -20.0% |
| BRO | BROWN & BROWN INC COMstock | $141,845 | +12.5% | 3,480 | 0.0% | 0.03% | -3.0% | |
| Sell | LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $144,149 | +10.8% | 4,940 | -2.0% | 0.03% | -5.9% | |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $141,188 | +8.9% | 2,705 | +0.0% | 0.03% | -3.0% |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $137,719 | +14.3% | 3,350 | 0.0% | 0.03% | 0.0% | |
| FFIV | Sell | F5 INC COMstock | $140,177 | +25.8% | 1,005 | -3.8% | 0.03% | +6.9% |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $130,707 | -0.8% | 2,700 | 0.0% | 0.03% | -14.7% | |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $131,128 | +53.7% | 5,623 | -7.6% | 0.03% | +31.8% |
| FWRD | Sell | FORWARD AIR CORP COMstock | $125,796 | -13.6% | 2,525 | -12.2% | 0.03% | -26.3% |
| NUE | Sell | NUCOR CORP COMstock | $124,520 | +3.0% | 3,007 | -10.4% | 0.03% | -9.7% |
| PDCO | Sell | PATTERSON COS INC COMstock | $124,891 | +27.2% | 5,677 | -11.6% | 0.03% | +12.0% |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $126,895 | +14.2% | 1,247 | -5.7% | 0.03% | -3.4% |
| AAP | Sell | ADVANCE AUTO PARTS INC COMstock | $120,370 | -13.1% | 845 | -43.1% | 0.03% | -25.0% |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $120,212 | +7.7% | 2,050 | 0.0% | 0.03% | -6.9% | |
| STAY | Sell | EXTENDED STAY AMER INC SHS 1 COM 1 CL Bstock | $122,657 | +27.3% | 10,961 | -16.8% | 0.03% | +8.0% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $114,353 | +116.9% | 301 | +50.5% | 0.03% | +85.7% |
| GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $117,235 | +38.8% | 4,409 | +20.4% | 0.03% | +18.2% |
| ENFR | Sell | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $114,265 | +20.3% | 8,210 | -11.2% | 0.03% | +4.0% |
| ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $112,255 | +2.6% | 5,500 | 0.0% | 0.02% | -10.7% | |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $112,100 | +137.3% | 1,104 | +86.2% | 0.02% | +108.3% |
| CPK | Sell | CHESAPEAKE UTILS CORP COMstock | $113,232 | -8.4% | 1,348 | -6.6% | 0.02% | -21.9% |
| FAST | FASTENAL CO COMstock | $111,384 | +37.1% | 2,600 | 0.0% | 0.02% | +19.0% | |
| IBDD | ISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf | $110,889 | +3.8% | 4,050 | 0.0% | 0.02% | -10.7% | |
| MPW | MEDICAL PPTYS TRUST INC COMreit | $112,800 | +8.7% | 6,000 | 0.0% | 0.02% | -7.4% | |
| AJG | GALLAGHER ARTHUR J & CO COMstock | $113,576 | +19.6% | 1,165 | 0.0% | 0.02% | 0.0% | |
| WRK | Sell | WESTROCK CO COMstock | $108,971 | -20.0% | 3,856 | -20.0% | 0.02% | -31.4% |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $107,629 | +0.9% | 2,239 | -10.5% | 0.02% | -14.3% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $107,277 | +18.3% | 2,485 | 0.0% | 0.02% | +4.3% | |
| CBRE | CBRE GROUP INC CL Astock | $105,589 | +19.9% | 2,335 | 0.0% | 0.02% | +4.3% | |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $106,605 | -4.4% | 4,607 | -14.0% | 0.02% | -17.2% |
| FE | Buy | FIRSTENERGY CORP COMstock | $107,764 | -3.1% | 2,779 | +0.1% | 0.02% | -17.2% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $107,050 | -0.1% | 1,236 | 0.0% | 0.02% | -14.3% | |
| MLM | Sell | MARTIN MARIETTA MATLS INC COMstock | $103,078 | -0.8% | 499 | -9.1% | 0.02% | -14.8% |
| SBCF | Sell | SEACOAST BKG CORP FLA COM NEWstock | $103,020 | +5.2% | 5,050 | -5.6% | 0.02% | -8.0% |
| TSLA | Buy | TESLA INC COMstock | $104,742 | +185.6% | 97 | +38.6% | 0.02% | +155.6% |
| AUDC | Buy | AUDIOCODES LTD ORDstock | $102,364 | +36.2% | 3,220 | +2.4% | 0.02% | +21.1% |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $104,889 | +0.2% | 10,780 | 0.0% | 0.02% | -14.8% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $100,290 | +80.1% | 1,000 | 0.0% | 0.02% | +57.1% | |
| SONA | PRIMIS FINANCIAL CORP COMstock | $96,900 | -1.5% | 10,000 | 0.0% | 0.02% | -12.0% | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $97,687 | +11.3% | 1,240 | 0.0% | 0.02% | -4.3% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $96,523 | +27.1% | 538 | 0.0% | 0.02% | +10.0% | |
| URI | Sell | UNITED RENTALS INC COMstock | $93,150 | +24.9% | 625 | -13.8% | 0.02% | +10.5% |
| VTR | VENTAS INC COMreit | $95,212 | +36.6% | 2,600 | 0.0% | 0.02% | +16.7% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $92,785 | +0.4% | 2,750 | 0.0% | 0.02% | -12.5% | |
| SECT | MAIN SECTOR ROTATION ETFetf | $92,423 | +16.5% | 3,267 | 0.0% | 0.02% | +5.0% | |
| SQ | BLOCK INC CL Astock | $93,397 | +100.3% | 890 | 0.0% | 0.02% | +75.0% | |
| ETN | EATON CORP PLC SHSstock | $93,166 | +12.6% | 1,065 | 0.0% | 0.02% | 0.0% | |
| MMS | Sell | MAXIMUS INC COMstock | $90,528 | +9.5% | 1,285 | -9.5% | 0.02% | -4.8% |
| FNB | F N B CORP COMstock | $90,000 | +1.8% | 12,000 | 0.0% | 0.02% | -13.0% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $87,434 | +4.0% | 2,310 | -20.1% | 0.02% | -9.1% |
| SMDV | Sell | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $89,477 | -5.4% | 1,846 | -9.7% | 0.02% | -16.7% |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $87,199 | -29.1% | 4,742 | -48.0% | 0.02% | -37.5% |
| VMC | VULCAN MATLS CO COMstock | $89,784 | +7.2% | 775 | 0.0% | 0.02% | -9.1% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $83,616 | +19.8% | 270 | 0.0% | 0.02% | +5.6% | |
| POOL | POOL CORP COMstock | $86,455 | +38.2% | 318 | 0.0% | 0.02% | +18.8% | |
| WSM | Buy | WILLIAMS SONOMA INC COMstock | $85,700 | +97.6% | 1,045 | +2.5% | 0.02% | +72.7% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $84,879 | +2.2% | 1,979 | -2.7% | 0.02% | -9.5% |
| MOO | Sell | VANECK AGRIBUSINESS ETFetf | $83,849 | +9.3% | 1,394 | -6.7% | 0.02% | -5.0% |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $84,750 | +22.1% | 911 | 0.0% | 0.02% | +5.6% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $83,559 | +17.7% | 1,755 | +0.1% | 0.02% | +5.6% |
| HPQ | HP INC COMstock | $83,455 | +0.4% | 4,788 | 0.0% | 0.02% | -9.5% | |
| HRB | BLOCK H & R INC COMstock | $81,396 | +1.4% | 5,700 | 0.0% | 0.02% | -14.3% | |
| IXC | Sell | ISHARES GLOBAL ENERGY ETFetf | $78,867 | -2.1% | 4,036 | -15.4% | 0.02% | -14.3% |
| MOAT | Sell | VANECK MORNINGSTAR WIDE MOAT ETFetf | $81,374 | +17.5% | 1,558 | -1.6% | 0.02% | 0.0% |
| PNR | Sell | PENTAIR PLC SHSstock | $81,679 | +24.8% | 2,150 | -2.3% | 0.02% | +5.9% |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $81,502 | +16.6% | 1,740 | 0.0% | 0.02% | 0.0% | |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $75,737 | +14.6% | 1,325 | 0.0% | 0.02% | 0.0% | |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $75,302 | +66.8% | 278 | +26.4% | 0.02% | +41.7% |
| AMT | AMERICAN TOWER CORP NEW COMreit | $75,494 | +18.7% | 292 | 0.0% | 0.02% | +6.2% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $77,654 | +13.0% | 776 | 0.0% | 0.02% | -5.6% | |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $78,056 | +3.5% | 5,183 | 0.0% | 0.02% | -10.5% | |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $77,229 | +6.6% | 1,541 | -5.8% | 0.02% | -10.5% |
| STNG | New | SCORPIO TANKERS INC SHSstock | $76,860 | – | 6,000 | +100.0% | 0.02% | – |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $71,502 | +4.3% | 1,788 | -11.0% | 0.02% | -11.1% |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $72,758 | +51.6% | 397 | +7.3% | 0.02% | +33.3% |
| SRCL | Sell | STERICYCLE INC COMstock | $69,527 | -16.2% | 1,242 | -27.3% | 0.02% | -23.8% |
| FUL | Sell | FULLER H B CO COMstock | $70,245 | +35.9% | 1,575 | -14.9% | 0.02% | +23.1% |
| K | Buy | KELLANOVA COMstock | $69,363 | +28.5% | 1,050 | +16.7% | 0.02% | +14.3% |
| BSJK | INVESCO BULLETSHARES 2020 HY CORP BD ETFetf | $67,512 | +1.2% | 2,900 | 0.0% | 0.02% | -11.8% | |
| XYL | XYLEM INC COMstock | $64,960 | -0.3% | 1,000 | 0.0% | 0.02% | -11.8% | |
| NWSA | NEWS CORP NEW CL Astock | $65,610 | +32.1% | 5,532 | 0.0% | 0.02% | +15.4% | |
| HSY | Buy | HERSHEY CO COMstock | $67,143 | -0.2% | 518 | +2.0% | 0.02% | -11.8% |
| HRL | HORMEL FOODS CORP COMstock | $66,130 | +3.5% | 1,370 | 0.0% | 0.02% | -6.2% | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $67,731 | +4.5% | 1,238 | 0.0% | 0.02% | -11.8% | |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETFetf | $66,723 | +12.7% | 1,785 | 0.0% | 0.02% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $62,763 | +40.4% | 1,253 | 0.0% | 0.01% | +16.7% | |
| SNY | SANOFI SPONSORED ADRadr | $64,119 | +16.8% | 1,256 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP COMstock | $63,230 | +4.7% | 2,447 | 0.0% | 0.01% | -12.5% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $61,242 | +4.1% | 4,008 | 0.0% | 0.01% | -6.7% | |
| NLOK | GEN DIGITAL INC COMstock | $61,473 | +6.0% | 3,100 | 0.0% | 0.01% | -6.7% | |
| BFB | Sell | BROWN FORMAN CORP CL Bstock | $60,477 | -61.1% | 950 | -66.0% | 0.01% | -65.0% |
| CG | Sell | CARLYLE GROUP INC COMstock | $60,738 | +19.4% | 2,177 | -7.4% | 0.01% | +7.7% |
| CNC | CENTENE CORP DEL COMstock | $60,754 | +7.0% | 956 | 0.0% | 0.01% | -6.7% | |
| HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $63,194 | +17.3% | 3,505 | +0.2% | 0.01% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $60,396 | -42.5% | 280 | -48.1% | 0.01% | -48.1% |
| WYND | TRAVEL PLUS LEISURE CO COMstock | $64,814 | +29.9% | 2,300 | 0.0% | 0.01% | +7.7% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $62,961 | +30.2% | 493 | 0.0% | 0.01% | +16.7% | |
| REM | Sell | ISHARES MORTGAGE REAL ESTATE ETFetf | $62,622 | +29.8% | 2,519 | -2.3% | 0.01% | +16.7% |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $64,086 | +12.3% | 1,057 | 0.0% | 0.01% | -6.7% | |
| VLO | VALERO ENERGY CORP COMstock | $57,467 | +29.7% | 977 | 0.0% | 0.01% | +18.2% | |
| GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $55,946 | +63.9% | 1,847 | +41.6% | 0.01% | +44.4% |
| GLD | SPDR GOLD SHARESetf | $59,416 | +13.0% | 355 | 0.0% | 0.01% | -7.1% | |
| BP | Buy | BP PLC SPONSORED ADRadr | $60,146 | -4.3% | 2,579 | +0.1% | 0.01% | -18.8% |
| GPC | GENUINE PARTS CO COMstock | $56,524 | +29.2% | 650 | 0.0% | 0.01% | +18.2% | |
| DAR | DARLING INGREDIENTS INC COMstock | $59,408 | +28.4% | 2,413 | 0.0% | 0.01% | +8.3% | |
| VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $59,880 | +32.8% | 300 | 0.0% | 0.01% | +8.3% | |
| COF | CAPITAL ONE FINL CORP COMstock | $57,520 | +24.1% | 919 | 0.0% | 0.01% | +8.3% | |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC COMreit | $58,171 | +10.4% | 2,111 | -4.4% | 0.01% | -7.1% |
| NDAQ | NASDAQ INC COMstock | $59,735 | +25.8% | 500 | 0.0% | 0.01% | +8.3% | |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $56,496 | +8.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $54,486 | +23.2% | 786 | 0.0% | 0.01% | +9.1% | |
| MFC | MANULIFE FINL CORP COMstock | $53,622 | +8.6% | 3,937 | 0.0% | 0.01% | -7.7% | |
| EIX | EDISON INTL COMstock | $54,310 | -0.9% | 1,000 | 0.0% | 0.01% | -14.3% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $51,738 | +33.1% | 410 | 0.0% | 0.01% | +20.0% | |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $54,550 | +9.9% | 709 | +6.8% | 0.01% | -7.7% |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $51,746 | +1.8% | 917 | 0.0% | 0.01% | -7.7% | |
| DY | Sell | DYCOM INDS INC COMstock | $53,975 | +48.2% | 1,320 | -7.0% | 0.01% | +33.3% |
| MBB | ISHARES MBS ETFetf | $48,708 | +0.2% | 440 | 0.0% | 0.01% | -15.4% | |
| INFY | Sell | INFOSYS LTD SPONSORED ADRadr | $48,783 | -1.8% | 5,050 | -16.5% | 0.01% | -15.4% |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFetf | $51,197 | +5.1% | 525 | -11.6% | 0.01% | -15.4% |
| GTO | Sell | INVESCO TOTAL RETURN BOND ETFetf | $50,595 | +2.2% | 886 | -4.9% | 0.01% | -15.4% |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $51,323 | +9.9% | 850 | 0.0% | 0.01% | -8.3% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $47,970 | +5.3% | 900 | 0.0% | 0.01% | -8.3% | |
| GNRC | GENERAC HLDGS INC COMstock | $48,772 | +30.9% | 400 | 0.0% | 0.01% | +10.0% | |
| ALC | Sell | ALCON AG ORD SHSstock | $47,289 | -14.9% | 825 | -24.6% | 0.01% | -21.4% |
| FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $50,995 | +14.7% | 1,870 | -8.3% | 0.01% | 0.0% |
| AVY | AVERY DENNISON CORP COMstock | $49,629 | +12.0% | 435 | 0.0% | 0.01% | 0.0% | |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC COMstock | $47,356 | +31.6% | 45 | -18.2% | 0.01% | +22.2% |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $51,186 | +11.9% | 1,219 | 0.0% | 0.01% | -8.3% | |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $50,778 | +1.9% | 3,900 | 0.0% | 0.01% | -15.4% | |
| EDIV | Sell | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $47,814 | -4.7% | 1,935 | -14.4% | 0.01% | -15.4% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $46,785 | +16.4% | 681 | 0.0% | 0.01% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $45,767 | +30.0% | 438 | 0.0% | 0.01% | +11.1% | |
| Sell | SHELL PLC SPON ADSadr | $45,995 | -12.5% | 1,407 | -6.6% | 0.01% | -28.6% | |
| AWR | AMER STATES WTR CO COMstock | $46,077 | -3.8% | 586 | 0.0% | 0.01% | -16.7% | |
| MSM | MSC INDL DIRECT INC CL Astock | $45,506 | +32.5% | 625 | 0.0% | 0.01% | +11.1% | |
| IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $43,741 | +50.4% | 320 | +18.5% | 0.01% | +25.0% |
| USB | US BANCORP DEL COM NEWstock | $45,289 | +6.9% | 1,230 | 0.0% | 0.01% | -9.1% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $46,008 | +18.5% | 250 | 0.0% | 0.01% | 0.0% | |
| BBY | Sell | BEST BUY INC COMstock | $43,635 | +39.2% | 500 | -9.1% | 0.01% | +25.0% |
| MXIM | MAXIM INTEGRATED PRODS INC COMstock | $45,458 | +24.7% | 750 | 0.0% | 0.01% | +11.1% | |
| PGHY | Sell | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETFetf | $42,733 | +2.0% | 2,010 | -5.2% | 0.01% | -9.1% |
| DIV | Sell | GLOBAL X SUPERDIVIDEND US ETFetf | $45,105 | +12.3% | 3,007 | -3.6% | 0.01% | 0.0% |
| OKE | Sell | ONEOK INC NEW COMstock | $42,023 | -2.4% | 1,265 | -35.9% | 0.01% | -18.2% |
| MLPX | Sell | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $38,042 | +14.7% | 1,529 | -71.7% | 0.01% | 0.0% |
| MOTI | Sell | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $41,804 | +4.2% | 1,480 | -9.2% | 0.01% | -10.0% |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $41,504 | +13.6% | 380 | +0.5% | 0.01% | 0.0% |
| BIZD | Sell | VANECK BDC INCOME ETFetf | $39,961 | +24.3% | 3,289 | -4.6% | 0.01% | +12.5% |
| LEA | Sell | LEAR CORP COM NEWstock | $39,792 | -7.6% | 365 | -31.1% | 0.01% | -18.2% |
| HMC | Sell | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $40,896 | +1.2% | 1,600 | -11.1% | 0.01% | -10.0% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $41,860 | +92.6% | 317 | +46.1% | 0.01% | +50.0% |
| ADS | Sell | BREAD FINANCIAL HOLDINGS INC COMstock | $41,510 | +20.9% | 920 | -9.8% | 0.01% | 0.0% |
| ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $41,987 | +8.7% | 672 | 0.0% | 0.01% | -10.0% | |
| WMB | Sell | WILLIAMS COS INC COMstock | $38,991 | -9.7% | 2,050 | -32.8% | 0.01% | -18.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $38,384 | +832.6% | 962 | +722.2% | 0.01% | +800.0% |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $40,950 | +7.4% | 1,121 | 0.0% | 0.01% | -10.0% | |
| BHK | Buy | BLACKROCK CORE BD TR SHS BEN INTcef | $41,499 | +109.1% | 2,700 | +80.0% | 0.01% | +80.0% |
| EWZ | Sell | ISHARES MSCI BRAZIL ETFetf | $38,826 | -0.1% | 1,350 | -18.2% | 0.01% | -10.0% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $40,546 | -9.4% | 343 | -11.6% | 0.01% | -25.0% |
| IEX | IDEX CORP COMstock | $42,197 | +14.4% | 267 | 0.0% | 0.01% | -10.0% | |
| CME | CME GROUP INC COMstock | $40,310 | -6.0% | 248 | 0.0% | 0.01% | -18.2% | |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $33,821 | -19.5% | 197 | -33.7% | 0.01% | -27.3% |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $37,628 | +3.0% | 750 | 0.0% | 0.01% | -11.1% | |
| DVYE | Sell | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $36,394 | -12.8% | 1,162 | -21.6% | 0.01% | -27.3% |
| DVYA | Sell | ISHARES ASIA/PACIFIC DIVIDEND ETFetf | $34,244 | +10.4% | 1,033 | -5.4% | 0.01% | 0.0% |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $35,484 | +21.2% | 1,200 | 0.0% | 0.01% | 0.0% | |
| PETS | PETMED EXPRESS INC COMstock | $35,640 | +23.8% | 1,000 | 0.0% | 0.01% | +14.3% | |
| SEIC | SEI INVTS CO COMstock | $35,737 | +18.6% | 650 | 0.0% | 0.01% | 0.0% | |
| VBR | VANGUARD SMALL CAP VALUE ETFetf | $36,994 | +20.4% | 346 | 0.0% | 0.01% | 0.0% | |
| Sell | LINDE PLC SHSstock | $37,119 | -39.6% | 175 | -50.7% | 0.01% | -50.0% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $36,210 | +41.1% | 170 | 0.0% | 0.01% | +14.3% | |
| DES | Sell | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $36,154 | +11.3% | 1,707 | -5.3% | 0.01% | 0.0% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $35,664 | -15.8% | 416 | -26.5% | 0.01% | -27.3% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $34,825 | +9.9% | 331 | 0.0% | 0.01% | 0.0% | |
| SHOP | Buy | SHOPIFY INC CL Astock | $36,070 | +188.4% | 38 | +26.7% | 0.01% | +166.7% |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $35,174 | +55.3% | 334 | 0.0% | 0.01% | +33.3% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $35,355 | -70.1% | 2,218 | -74.2% | 0.01% | -73.3% |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $33,402 | +14.9% | 285 | 0.0% | 0.01% | -12.5% | |
| MDU | MDU RES GROUP INC COMstock | $31,052 | +3.2% | 1,400 | 0.0% | 0.01% | -12.5% | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $33,002 | +24.5% | 85 | 0.0% | 0.01% | 0.0% | |
| OMC | Sell | OMNICOM GROUP INC COMstock | $30,030 | -11.1% | 550 | -10.6% | 0.01% | -22.2% |
| TKR | TIMKEN CO COMstock | $32,844 | +40.7% | 722 | 0.0% | 0.01% | +16.7% | |
| MRO | Sell | MARATHON OIL CORP COMstock | $29,437 | +80.4% | 4,810 | -3.0% | 0.01% | +75.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $32,045 | -3.2% | 650 | -13.3% | 0.01% | -22.2% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $29,881 | +44.3% | 937 | +11.9% | 0.01% | +40.0% |
| BIIB | BIOGEN INC COMstock | $29,431 | -15.4% | 110 | 0.0% | 0.01% | -22.2% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $29,622 | +36.1% | 200 | 0.0% | 0.01% | +16.7% | |
| ROOF | Sell | IQ CBRE NEXTGEN REAL ESTATE ETFetf | $31,530 | +7.9% | 1,740 | -5.4% | 0.01% | -12.5% |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $32,148 | +24.0% | 2,891 | 0.0% | 0.01% | 0.0% | |
| UBSI | New | UNITED BANKSHARES INC WEST VA COMstock | $31,256 | – | 1,130 | +100.0% | 0.01% | – |
| IP | Sell | INTERNATIONAL PAPER CO COMstock | $33,520 | -58.9% | 952 | -63.7% | 0.01% | -66.7% |
| SPXL | New | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $30,939 | – | 740 | +100.0% | 0.01% | – |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $32,449 | +23.4% | 100 | 0.0% | 0.01% | 0.0% | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COMstock | $31,403 | +28.9% | 556 | 0.0% | 0.01% | +16.7% | |
| QTRX | QUANTERIX CORP COMstock | $29,691 | +49.1% | 1,084 | 0.0% | 0.01% | +40.0% | |
| CRMT | AMERICAS CAR-MART INC COMstock | $29,261 | +55.9% | 333 | 0.0% | 0.01% | +40.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $27,068 | +7.9% | 448 | 0.0% | 0.01% | 0.0% | |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $26,768 | +17.6% | 800 | 0.0% | 0.01% | 0.0% | |
| EQIX | Sell | EQUINIX INC COMreit | $25,985 | -78.3% | 37 | -80.7% | 0.01% | -80.6% |
| PDD | New | PDD HOLDINGS INC SPONSORED ADSadr | $25,752 | – | 300 | +100.0% | 0.01% | – |
| SPLK | SPLUNK INC COMstock | $24,838 | +57.4% | 125 | 0.0% | 0.01% | +50.0% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $25,629 | +25.1% | 179 | 0.0% | 0.01% | +20.0% | |
| CDK | CDK GLOBAL INC COMstock | $25,929 | +26.1% | 626 | 0.0% | 0.01% | +20.0% | |
| IDXX | IDEXX LABS INC COMstock | $28,064 | +36.3% | 85 | 0.0% | 0.01% | +20.0% | |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $25,677 | +14.1% | 376 | -6.2% | 0.01% | 0.0% |
| KBWD | Sell | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETFetf | $28,375 | +18.3% | 2,091 | -5.6% | 0.01% | 0.0% |
| CANADIAN PACIFIC KANSAS CITY COMstock | $25,534 | +16.3% | 100 | 0.0% | 0.01% | 0.0% | ||
| RHI | ROBERT HALF INC. COMstock | $26,415 | +39.9% | 500 | 0.0% | 0.01% | +20.0% | |
| MUA | BLACKROCK MUNIASSETS FD INC COMcef | $27,760 | +4.1% | 2,000 | 0.0% | 0.01% | -14.3% | |
| SFST | SOUTHERN FIRST BANCSHARES COMstock | $27,710 | -2.3% | 1,000 | 0.0% | 0.01% | -14.3% | |
| KBWY | Sell | INVESCO KBW PREMIUM YIELD EQUITY REIT ETFetf | $27,970 | +9.6% | 1,456 | -5.5% | 0.01% | -14.3% |
| CC | Sell | CHEMOURS CO COMstock | $25,681 | +14.5% | 1,673 | -33.8% | 0.01% | 0.0% |
| TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $27,940 | -18.3% | 314 | -24.2% | 0.01% | -33.3% |
| RL | RALPH LAUREN CORP CL Astock | $24,657 | +8.5% | 340 | 0.0% | 0.01% | 0.0% | |
| MORT | Sell | VANECK MORTGAGE REIT INCOME ETFetf | $25,251 | +27.1% | 1,876 | -5.6% | 0.01% | +20.0% |
| BBH | VANECK BIOTECH ETFetf | $25,254 | +27.3% | 155 | 0.0% | 0.01% | +20.0% | |
| RPAY | REPAY HLDGS CORP COM CL Astock | $24,630 | +71.6% | 1,000 | 0.0% | 0.01% | +50.0% | |
| NOW | SERVICENOW INC COMstock | $20,253 | +41.3% | 50 | 0.0% | 0.01% | +25.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $20,416 | +18.4% | 386 | 0.0% | 0.01% | +25.0% | |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $22,916 | -85.8% | 312 | -86.8% | 0.01% | -88.1% |
| AON | AON PLC SHS CL Astock | $24,075 | +16.7% | 125 | 0.0% | 0.01% | 0.0% | |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL COMstock | $24,200 | -3.7% | 200 | -24.5% | 0.01% | -16.7% |
| SITE | SITEONE LANDSCAPE SUPPLY INC COMstock | $20,857 | +54.8% | 183 | 0.0% | 0.01% | +66.7% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $22,915 | +25.6% | 426 | 0.0% | 0.01% | 0.0% | |
| New | FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $23,007 | – | 270 | +100.0% | 0.01% | – | |
| FMC | FMC CORP COM NEWstock | $20,621 | +21.9% | 207 | 0.0% | 0.01% | +25.0% | |
| ES | EVERSOURCE ENERGY COMstock | $20,484 | +6.5% | 246 | 0.0% | 0.01% | 0.0% | |
| EXP | EAGLE MATLS INC COMstock | $22,822 | +20.2% | 325 | 0.0% | 0.01% | 0.0% | |
| RY | ROYAL BK CDA COMstock | $20,679 | +10.2% | 305 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $22,516 | +8.8% | 650 | 0.0% | 0.01% | 0.0% | |
| MAC | New | MACERICH CO COMreit | $23,053 | – | 2,570 | +100.0% | 0.01% | – |
| GL | GLOBE LIFE INC COMstock | $22,269 | +3.1% | 300 | 0.0% | 0.01% | -16.7% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $23,373 | +8.1% | 732 | 0.0% | 0.01% | -16.7% | |
| HXL | Buy | HEXCEL CORP NEW COMstock | $22,610 | +508.0% | 500 | +400.0% | 0.01% | +400.0% |
| DIN | Sell | DINE BRANDS GLOBAL INC COMstock | $21,050 | -26.6% | 500 | -50.0% | 0.01% | -28.6% |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $22,141 | +38.9% | 403 | 0.0% | 0.01% | +25.0% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $22,224 | -55.0% | 325 | -63.9% | 0.01% | -61.5% |
| CS | CREDIT SUISSE GROUP SPONSORED ADRadr | $20,620 | +27.4% | 2,000 | 0.0% | 0.01% | +25.0% | |
| TQQQ | PROSHARES ULTRAPRO QQQetf | $20,507 | +105.0% | 210 | 0.0% | 0.01% | +66.7% | |
| PROSHARES ULTRASHORT S&P500etf | $21,903 | -36.3% | 1,129 | 0.0% | 0.01% | -44.4% | ||
| GPI | Buy | GROUP 1 AUTOMOTIVE INC COMstock | $23,287 | +81.4% | 353 | +21.7% | 0.01% | +66.7% |
| VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $23,245 | +43.6% | 908 | 0.0% | 0.01% | +25.0% | |
| TTD | New | THE TRADE DESK INC COM CL Astock | $23,984 | – | 59 | +100.0% | 0.01% | – |
| QTS | Sell | QTS RLTY TR INC COM CL Areit | $16,023 | -44.8% | 250 | -50.0% | 0.00% | -42.9% |
| FRPT | FRESHPET INC COMstock | $16,732 | +31.0% | 200 | 0.0% | 0.00% | +33.3% | |
| KEY | KEYCORP COMstock | $18,270 | +17.5% | 1,500 | 0.0% | 0.00% | 0.0% | |
| IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $16,205 | -65.9% | 90 | -71.9% | 0.00% | -66.7% |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $17,057 | +29.6% | 273 | 0.0% | 0.00% | +33.3% | |
| LYG | Sell | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $16,500 | -47.7% | 11,000 | -47.4% | 0.00% | -50.0% |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $18,500 | +2.8% | 5,000 | 0.0% | 0.00% | -20.0% | |
| ICF | Sell | ISHARES COHEN & STEERS REIT ETFetf | $18,663 | -55.3% | 185 | -59.4% | 0.00% | -63.6% |
| MTDR | New | MATADOR RES CO COMstock | $17,000 | – | 2,000 | +100.0% | 0.00% | – |
| VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $17,993 | +13.6% | 182 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $17,671 | +0.3% | 145 | 0.0% | 0.00% | -20.0% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $18,779 | +11.1% | 1,726 | 0.0% | 0.00% | 0.0% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $18,467 | +25.7% | 89 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $15,975 | +5.4% | 114 | 0.0% | 0.00% | 0.0% | |
| HP | HELMERICH & PAYNE INC COMstock | $17,871 | +24.7% | 916 | 0.0% | 0.00% | 0.0% | |
| BIPC | Sell | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $15,848 | +22.2% | 348 | -5.9% | 0.00% | +33.3% |
| AVGO | BROADCOM INC COMstock | $19,883 | +33.1% | 63 | 0.0% | 0.00% | 0.0% | |
| IPGP | IPG PHOTONICS CORP COMstock | $20,049 | +45.4% | 125 | 0.0% | 0.00% | 0.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $19,368 | +67.4% | 2,191 | 0.0% | 0.00% | +33.3% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $17,455 | +17.2% | 355 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $19,664 | +9.5% | 400 | 0.0% | 0.00% | -20.0% | |
| VPL | VANGUARD FTSE PACIFIC ETFetf | $19,095 | +15.4% | 300 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC COMstock | $19,200 | +30.4% | 100 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $20,031 | -2.0% | 235 | 0.0% | 0.00% | -20.0% | |
| GXC | SPDR S&P CHINA ETFetf | $15,738 | +15.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $17,175 | +24.8% | 255 | 0.0% | 0.00% | 0.0% | |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $17,120 | +1.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $17,554 | +28.6% | 563 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $13,029 | +25.1% | 405 | 0.0% | 0.00% | 0.0% | |
| A | Sell | AGILENT TECHNOLOGIES INC COMstock | $11,930 | -10.0% | 135 | -27.0% | 0.00% | 0.0% |
| IFN | Sell | INDIA FD INC COMcef | $12,018 | -35.9% | 776 | -43.6% | 0.00% | -40.0% |
| HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $14,230 | +39.4% | 500 | 0.0% | 0.00% | 0.0% | |
| TEN | Sell | TENNECO INC CL A VTG COM STKstock | $14,364 | +81.4% | 1,900 | -13.6% | 0.00% | +50.0% |
| CB | CHUBB LIMITED COMstock | $13,548 | +13.4% | 107 | 0.0% | 0.00% | 0.0% | |
| MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $12,770 | +3.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO COMstock | $12,980 | +89.5% | 1,000 | 0.0% | 0.00% | +50.0% | |
| SCI | Sell | SERVICE CORP INTL COMstock | $11,667 | -40.7% | 300 | -40.4% | 0.00% | -40.0% |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $14,191 | +30.6% | 259 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $15,121 | +32.5% | 364 | 0.0% | 0.00% | 0.0% | |
| MTEM | MOLECULAR TEMPLATES INC COM NEWstock | $11,225 | +3.8% | 814 | 0.0% | 0.00% | 0.0% | |
| MUH | BLACKROCK MUNIHOLDINGS FD II I COMcef | $11,464 | +4.3% | 800 | 0.0% | 0.00% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $12,780 | +7.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MHK | MOHAWK INDS INC COMstock | $11,702 | +33.5% | 115 | 0.0% | 0.00% | +50.0% | |
| QTWO | Q2 HLDGS INC COMstock | $11,667 | +45.3% | 136 | 0.0% | 0.00% | +50.0% | |
| ADI | ANALOG DEVICES INC COMstock | $11,651 | +36.8% | 95 | 0.0% | 0.00% | +50.0% | |
| DXC | DXC TECHNOLOGY CO COMstock | $12,210 | +26.4% | 740 | 0.0% | 0.00% | +50.0% | |
| VV | VANGUARD LARGE-CAP ETFetf | $14,300 | +20.7% | 100 | 0.0% | 0.00% | 0.0% | |
| APA | New | APA CORPORATION COMstock | $13,500 | – | 1,000 | +100.0% | 0.00% | – |
| SR | SPIRE INC COMstock | $13,142 | -11.8% | 200 | 0.0% | 0.00% | -25.0% | |
| GM | Sell | GENERAL MTRS CO COMstock | $14,219 | -91.6% | 562 | -93.1% | 0.00% | -93.2% |
| SWN | SOUTHWESTERN ENERGY CO COMstock | $13,550 | +51.5% | 5,293 | 0.0% | 0.00% | +50.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $14,663 | +42.0% | 429 | +47.9% | 0.00% | 0.0% |
| MGA | MAGNA INTL INC COMstock | $13,359 | +39.5% | 300 | 0.0% | 0.00% | +50.0% | |
| ADSK | AUTODESK INC COMstock | $11,960 | +53.2% | 50 | 0.0% | 0.00% | +50.0% | |
| MFM | New | MFS MUN INCOME TR SH BEN INTcef | $12,168 | – | 1,950 | +100.0% | 0.00% | – |
| KRE | Sell | SPDR S&P REGIONAL BANKING ETFetf | $15,356 | -20.1% | 400 | -32.2% | 0.00% | -40.0% |
| SJM | SMUCKER J M CO COM NEWstock | $12,168 | -4.7% | 115 | 0.0% | 0.00% | 0.0% | |
| TREX | Sell | TREX CO INC COMstock | $13,007 | -85.2% | 100 | -90.9% | 0.00% | -87.0% |
| AEE | AMEREN CORP COMstock | $15,078 | -3.4% | 214 | 0.0% | 0.00% | -25.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $14,020 | +1.5% | 100 | 0.0% | 0.00% | -25.0% | |
| NVT | Sell | NVENT ELECTRIC PLC SHSstock | $12,549 | -15.5% | 670 | -23.9% | 0.00% | -25.0% |
| JCOM | ZIFF DAVIS INC COMstock | $11,378 | -15.5% | 180 | 0.0% | 0.00% | 0.0% | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $15,357 | +13.0% | 300 | 0.0% | 0.00% | -25.0% | |
| FLO | FLOWERS FOODS INC COMstock | $11,896 | +9.0% | 532 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $12,720 | +22.6% | 188 | 0.0% | 0.00% | 0.0% | |
| AFT | APOLLO SR FLOATING RATE FD INC COMcef | $12,430 | +7.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $14,000 | +26.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $14,904 | +5.9% | 300 | 0.0% | 0.00% | -25.0% | |
| VDE | VANGUARD ENERGY ETFetf | $12,122 | +31.6% | 241 | 0.0% | 0.00% | +50.0% | |
| UFI | Sell | UNIFI INC COM NEWstock | $12,880 | -72.8% | 1,000 | -75.6% | 0.00% | -75.0% |
| UNFI | UNITED NAT FOODS INC COMstock | $11,837 | +98.4% | 650 | 0.0% | 0.00% | +50.0% | |
| PLMR | PALOMAR HLDGS INC COMstock | $13,121 | +47.5% | 153 | 0.0% | 0.00% | +50.0% | |
| HII | Buy | HUNTINGTON INGALLS INDS INC COMstock | $14,134 | +36.1% | 81 | +42.1% | 0.00% | 0.0% |
| MYF | BLACKROCK MUNIYIELD INVT FD COMcef | $12,105 | +1.2% | 900 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC COMstock | $7,959 | -8.9% | 350 | 0.0% | 0.00% | 0.0% | |
| PAAS | Sell | PAN AMERN SILVER CORP COMstock | $7,598 | +6.0% | 250 | -50.0% | 0.00% | 0.0% |
| ALLE | ALLEGION PLC ORD SHSstock | $7,667 | +11.1% | 75 | 0.0% | 0.00% | 0.0% | |
| NFJ | New | VIRTUS DIVIDEND INTEREST & PR COMcef | $6,708 | – | 600 | +100.0% | 0.00% | – |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $9,370 | +28.8% | 105 | 0.0% | 0.00% | 0.0% | |
| PKG | Buy | PACKAGING CORP AMER COMstock | $9,581 | +120.7% | 96 | +92.0% | 0.00% | +100.0% |
| FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $7,991 | +47.8% | 125 | 0.0% | 0.00% | +100.0% | |
| IVZ | Sell | INVESCO LTD SHSstock | $7,532 | -57.8% | 700 | -64.4% | 0.00% | -60.0% |
| PMX | Buy | PIMCO MUN INCOME FD III COMcef | $9,479 | +15.2% | 825 | +6.5% | 0.00% | 0.0% |
| LNC | Sell | LINCOLN NATL CORP IND COMstock | $9,161 | -30.2% | 249 | -50.1% | 0.00% | -33.3% |
| CHD | CHURCH & DWIGHT CO INC COMstock | $10,822 | +20.4% | 140 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $9,115 | +20.1% | 64 | 0.0% | 0.00% | 0.0% | |
| GLQ | New | CLOUGH GLOBAL EQUITY FD COMcef | $10,650 | – | 1,000 | +100.0% | 0.00% | – |
| EFC | ELLINGTON FINANCIAL INC COMreit | $7,068 | +106.3% | 600 | 0.0% | 0.00% | +100.0% | |
| NET | CLOUDFLARE INC CL A COMstock | $8,988 | +53.1% | 250 | 0.0% | 0.00% | 0.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $10,758 | +67.6% | 250 | 0.0% | 0.00% | 0.0% | |
| VGK | Sell | VANGUARD FTSE EUROPE ETFetf | $10,871 | -20.5% | 216 | -31.6% | 0.00% | -50.0% |
| IPG | INTERPUBLIC GROUP COS INC COMstock | $8,580 | +6.0% | 500 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $9,401 | +13.1% | 180 | 0.0% | 0.00% | 0.0% | |
| MVT | BLACKROCK MUNIVEST FD II INC COMcef | $10,034 | -0.2% | 740 | 0.0% | 0.00% | -33.3% | |
| NSIT | INSIGHT ENTERPRISES INC COMstock | $7,380 | +16.8% | 150 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $9,333 | +16.1% | 100 | 0.0% | 0.00% | 0.0% | |
| BKLN | INVESCO SENIOR LOAN ETFetf | $8,540 | +4.3% | 400 | 0.0% | 0.00% | 0.0% | |
| VCYT | VERACYTE INC COMstock | $9,609 | +6.5% | 371 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $10,280 | +25.6% | 55 | 0.0% | 0.00% | 0.0% | |
| IR | Sell | INGERSOLL RAND INC COMstock | $7,761 | -14.0% | 276 | -24.2% | 0.00% | 0.0% |
| Sell | APOLLO GLOBAL MGMT INC COMstock | $9,984 | -48.4% | 200 | -65.3% | 0.00% | -60.0% | |
| LEG | LEGGETT & PLATT INC COMstock | $7,030 | +31.7% | 200 | 0.0% | 0.00% | +100.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $10,743 | +6.9% | 100 | 0.0% | 0.00% | -33.3% | |
| IPFF | ISHARES INTERNATIONAL PREFERRED STOCK ETFetf | $10,146 | +21.3% | 800 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $7,188 | +25.9% | 100 | 0.0% | 0.00% | +100.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST COMcef | $10,740 | +4.1% | 1,500 | 0.0% | 0.00% | -33.3% | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $7,095 | +21.9% | 69 | 0.0% | 0.00% | 0.0% | |
| FPF | FIRST TR INTER DURATN PFD & IN COMcef | $7,991 | +19.4% | 375 | 0.0% | 0.00% | 0.0% | |
| HST | Sell | HOST HOTELS & RESORTS INC COMreit | $10,790 | -38.9% | 1,000 | -37.5% | 0.00% | -60.0% |
| IXG | ISHARES GLOBAL FINANCIALS ETFetf | $10,438 | +10.6% | 200 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $9,120 | +14.2% | 100 | 0.0% | 0.00% | 0.0% | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $7,614 | +7.7% | 600 | 0.0% | 0.00% | 0.0% | ||
| WAB | Sell | WABTEC COMstock | $7,139 | -35.5% | 124 | -46.1% | 0.00% | -33.3% |
| AN | AUTONATION INC COMstock | $6,915 | +33.9% | 184 | 0.0% | 0.00% | +100.0% | |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $9,767 | +16.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MDIV | New | MULTI-ASSET DIVERSIFIED INCOME INDEX FUNDetf | $9,076 | – | 663 | +100.0% | 0.00% | – |
| OPCH | Sell | OPTION CARE HEALTH INC COM NEWstock | $10,243 | -26.4% | 738 | -49.8% | 0.00% | -50.0% |
| BTG | New | B2GOLD CORP COMstock | $3,414 | – | 600 | +100.0% | 0.00% | – |
| AMN | AMN HEALTHCARE SVCS INC COMstock | $2,262 | -21.8% | 50 | 0.0% | 0.00% | 0.0% | |
| ALSK | ALASKA COMMUNICATIONS SYS GRP COMstock | $2,846 | +60.3% | 1,020 | 0.0% | 0.00% | – | |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PARTstock | $2,608 | +5.2% | 800 | 0.0% | 0.00% | 0.0% | |
| AFIN | Sell | THE NECESSITY RETAIL REIT INC COM CLASS Areit | $5,975 | -17.1% | 753 | -34.7% | 0.00% | -50.0% |
| ATLANTA BRAVES HLDGS INC COM SER Cstock | $2,724 | +3.6% | 138 | 0.0% | 0.00% | 0.0% | ||
| BBL | BHP GROUP PLC SPONSORED ADRadr | $6,131 | +35.6% | 149 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $3,078 | +46.6% | 200 | 0.0% | 0.00% | 0.0% | |
| BIG | BIG LOTS INC COMstock | $4,200 | +195.4% | 100 | 0.0% | 0.00% | – | |
| BGT | BLACKROCK FLOATING RATE INC TR COMcef | $4,392 | +11.9% | 400 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCOME COMcef | $6,600 | +13.2% | 500 | 0.0% | 0.00% | -50.0% | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $4,213 | +7.6% | 120 | 0.0% | 0.00% | 0.0% | |
| BOX | New | BOX INC CL Astock | $5,501 | – | 265 | +100.0% | 0.00% | – |
| CIT | Sell | CIT GROUP INC COM NEWstock | $3,607 | -76.1% | 174 | -80.1% | 0.00% | -75.0% |
| CVGW | CALAVO GROWERS INC COMstock | $6,291 | +9.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CPT | Sell | CAMDEN PPTY TR SH BEN INTreit | $4,105 | -30.9% | 45 | -40.0% | 0.00% | -50.0% |
| CDLX | CARDLYTICS INC COMstock | $2,449 | +100.1% | 35 | 0.0% | 0.00% | – | |
| CCL | Sell | CARNIVAL CORP PAIRED CTFstock | $5,747 | -58.4% | 350 | -66.7% | 0.00% | -75.0% |
| CNK | CINEMARK HLDGS INC COMstock | $4,227 | +13.3% | 366 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC COMstock | $5,276 | +19.9% | 150 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $3,655 | +13.2% | 34 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $4,695 | +141.6% | 54 | 0.0% | 0.00% | 0.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW COMstock | $2,268 | -70.2% | 200 | -81.8% | 0.00% | -50.0% |
| DLR | Sell | DIGITAL RLTY TR INC COMreit | $6,253 | -86.1% | 44 | -86.4% | 0.00% | -91.7% |
| DBX | New | DROPBOX INC CL Astock | $4,920 | – | 226 | +100.0% | 0.00% | – |
| DUC | DUFF PHELPS UTILITY&CORP BONDcef | $4,675 | +11.7% | 500 | 0.0% | 0.00% | 0.0% | |
| EARN | ELLINGTON RESIDENTIAL MTG REIT COM SHS BEN INTreit | $5,150 | +94.3% | 500 | 0.0% | 0.00% | 0.0% | |
| EQR | Sell | EQUITY RESIDENTIAL SH BEN INTreit | $5,882 | -72.8% | 100 | -71.4% | 0.00% | -83.3% |
| AG | Buy | FIRST MAJESTIC SILVER CORP COMstock | $3,333 | +258.8% | 335 | +123.3% | 0.00% | – |
| FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $3,206 | +11.4% | 320 | 0.0% | 0.00% | 0.0% | |
| FIVE | New | FIVE BELOW INC COMstock | $5,025 | – | 47 | +100.0% | 0.00% | – |
| FLXN | FLEXION THERAPEUTICS INC COMstock | $3,051 | +67.1% | 232 | 0.0% | 0.00% | – | |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $3,634 | +17.5% | 86 | 0.0% | 0.00% | 0.0% | |
| FND | Sell | FLOOR & DECOR HLDGS INC CL Astock | $2,767 | -30.5% | 48 | -61.3% | 0.00% | 0.0% |
| FMX | New | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $6,201 | – | 100 | +100.0% | 0.00% | – |
| F | FORD MTR CO DEL COMstock | $3,192 | +25.9% | 525 | 0.0% | 0.00% | 0.0% | |
| GTTN | GTT COMMUNICATIONS INC COMstock | $4,129 | +2.6% | 506 | 0.0% | 0.00% | 0.0% | |
| BOTZ | New | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $5,824 | – | 244 | +100.0% | 0.00% | – |
| GRA | GRACE W R & CO DEL NEW COMstock | $3,049 | +42.7% | 60 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO COMstock | $4,897 | +14.7% | 350 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $4,666 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| HBI | HANESBRANDS INC COMstock | $4,516 | +43.5% | 400 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC COMstock | $5,278 | -1.3% | 333 | 0.0% | 0.00% | 0.0% | |
| ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $3,956 | +18.4% | 100 | 0.0% | 0.00% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR COMcef | $6,098 | +2.2% | 422 | 0.0% | 0.00% | -50.0% | |
| PGX | INVESCO PREFERRED ETFetf | $3,530 | +7.3% | 250 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES MSCI CANADA ETFetf | $2,588 | +18.4% | 100 | 0.0% | 0.00% | 0.0% | |
| TUR | ISHARES MSCI TURKEY ETFetf | $2,322 | +23.6% | 100 | 0.0% | 0.00% | – | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $4,931 | +24.1% | 92 | 0.0% | 0.00% | 0.0% | |
| IYH | ISHARES U.S. HEALTHCARE ETFetf | $6,254 | +14.8% | 29 | 0.0% | 0.00% | 0.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $5,173 | +8.2% | 100 | 0.0% | 0.00% | 0.0% | |
| IGLB | Buy | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,673 | +11.5% | 81 | +1.2% | 0.00% | 0.0% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $4,240 | +17.0% | 113 | +1.8% | 0.00% | 0.0% |
| JBGS | JBG SMITH PPTYS COMreit | $2,513 | -7.1% | 85 | 0.0% | 0.00% | 0.0% | |
| JACOBS SOLUTIONS INC COMstock | $6,360 | +7.0% | 75 | 0.0% | 0.00% | -50.0% | ||
| KLAC | KLA CORP COM NEWstock | $2,334 | +35.3% | 12 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC COMstock | $2,897 | +17.0% | 102 | 0.0% | 0.00% | 0.0% | |
| LRCX | LAM RESEARCH CORP COMstock | $2,588 | +34.8% | 8 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORP CL Astock | $3,389 | +61.3% | 55 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $2,479 | +12.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $2,756 | +8.9% | 80 | 0.0% | 0.00% | 0.0% | ||
| LULU | New | LULULEMON ATHLETICA INC COMstock | $6,240 | – | 20 | +100.0% | 0.00% | – |
| MTB | Sell | M & T BK CORP COMstock | $5,199 | -49.7% | 50 | -50.0% | 0.00% | -66.7% |
| MTSI | New | MACOM TECH SOLUTIONS HLDGS INC COMstock | $3,779 | – | 110 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC COMstock | $2,255 | +24.2% | 21 | 0.0% | 0.00% | – | |
| MASI | New | MASIMO CORP COMstock | $5,244 | – | 23 | +100.0% | 0.00% | – |
| MAA | New | MID-AMER APT CMNTYS INC COMreit | $4,128 | – | 36 | +100.0% | 0.00% | – |
| MC | New | MOELIS & CO CL Astock | $4,051 | – | 130 | +100.0% | 0.00% | – |
| NCR | NCR VOYIX CORPORATION COMstock | $4,330 | -2.1% | 250 | 0.0% | 0.00% | 0.0% | |
| NGD | NEW GOLD INC CDA COMstock | $5,130 | +164.4% | 3,800 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $6,530 | -3.9% | 200 | 0.0% | 0.00% | -50.0% | |
| NEW ORIENTAL ED & TECHNOLOGY G SPON ADRadr | $6,512 | +20.3% | 50 | 0.0% | 0.00% | 0.0% | ||
| NEM | NEWMONT CORP COMstock | $4,075 | +36.4% | 66 | 0.0% | 0.00% | 0.0% | |
| NUV | New | NUVEEN MUN VALUE FD INC COMcef | $6,120 | – | 600 | +100.0% | 0.00% | – |
| OXY | Sell | OCCIDENTAL PETE CORP COMstock | $6,405 | -59.0% | 350 | -74.1% | 0.00% | -75.0% |
| OTEX | OPEN TEXT CORP COMstock | $5,310 | +21.6% | 125 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $4,339 | +4.7% | 375 | 0.0% | 0.00% | 0.0% | |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEWstock | $2,556 | +22.6% | 400 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC COM NEWstock | $4,105 | +131.9% | 500 | 0.0% | 0.00% | – | |
| PRG | PROG HOLDINGS INC COM NPVstock | $4,540 | +99.3% | 100 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $2,799 | +44.6% | 25 | 0.0% | 0.00% | – | |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $3,387 | -0.1% | 37 | 0.0% | 0.00% | 0.0% | |
| SPX TECHNOLOGIES INC COMstock | $3,292 | +26.1% | 80 | 0.0% | 0.00% | 0.0% | ||
| XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $5,579 | +25.1% | 99 | 0.0% | 0.00% | 0.0% | |
| XLRE | Sell | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $2,680 | -16.1% | 77 | -25.2% | 0.00% | 0.0% |
| SPR | Sell | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $2,633 | -52.2% | 110 | -52.2% | 0.00% | 0.0% |
| SWK | New | STANLEY BLACK & DECKER INC COMstock | $5,436 | – | 39 | +100.0% | 0.00% | – |
| SCS | Buy | STEELCASE INC CL Astock | $3,938 | +23.1% | 327 | +0.9% | 0.00% | 0.0% |
| RUN | Sell | SUNRUN INC COMstock | $6,409 | +10.3% | 325 | -43.5% | 0.00% | 0.0% |
| TJX | TJX COS INC NEW COMstock | $4,904 | +5.7% | 97 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $2,600 | +18.1% | 145 | 0.0% | 0.00% | 0.0% | |
| TU | TELUS CORPORATION COMstock | $2,381 | +6.2% | 142 | 0.0% | 0.00% | 0.0% | |
| THC | TENET HEALTHCARE CORP COM NEWstock | $4,528 | +25.8% | 250 | 0.0% | 0.00% | 0.0% | |
| THO | Sell | THOR INDS INC COMstock | $2,344 | -42.1% | 22 | -77.1% | 0.00% | 0.0% |
| BLD | TOPBUILD CORP COMstock | $6,257 | +58.8% | 55 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $5,769 | +3.3% | 150 | 0.0% | 0.00% | 0.0% | |
| USFD | US FOODS HLDG CORP COMstock | $3,944 | +11.3% | 200 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $3,611 | +14.5% | 58 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD VALUE ETFetf | $4,786 | +12.8% | 48 | 0.0% | 0.00% | 0.0% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC COMstock | $2,903 | – | 10 | +100.0% | 0.00% | – |
| VNO | Sell | VORNADO RLTY TR SH BEN INTreit | $6,534 | -33.9% | 171 | -37.4% | 0.00% | -66.7% |
| DEM | Sell | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $4,119 | -57.4% | 114 | -62.0% | 0.00% | -50.0% |
| WK | New | WORKIVA INC COM CL Astock | $6,205 | – | 116 | +100.0% | 0.00% | – |
| XLNX | XILINX INC COMstock | $4,428 | +26.3% | 45 | 0.0% | 0.00% | 0.0% | |
| FERG | FERGUSON PLC NEW SHSstock | $2,859 | +30.4% | 35 | 0.0% | 0.00% | 0.0% | |
| CRSP | New | CRISPR THERAPEUTICS AG NAMEN AKTstock | $2,940 | – | 40 | +100.0% | 0.00% | – |
| FRONTLINE PLC COMstock | $5,584 | -27.4% | 800 | 0.0% | 0.00% | -50.0% | ||
| RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $6,036 | -60.1% | 120 | -74.5% | 0.00% | -75.0% |
| SNA | SNAP ON INC COMstock | $1,939 | +27.3% | 14 | 0.0% | 0.00% | – | |
| SVC | Sell | SERVICE PPTYS TR COM SH BEN INTreit | $2,127 | -1.5% | 300 | -25.0% | 0.00% | -100.0% |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,352 | 0.0% | 23 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,269 | +22.6% | 40 | 0.0% | 0.00% | – | |
| TFI | New | SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETFetf | $103 | – | 2 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $78 | – | 1 | +100.0% | 0.00% | – |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $910 | +6.7% | 9 | 0.0% | 0.00% | – | |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $58 | – | 1 | +100.0% | 0.00% | – |
| KBE | SPDR S&P BANK ETFetf | $1,577 | +17.0% | 50 | 0.0% | 0.00% | – | |
| RMRM | New | SEVEN HILLS REALTY TRUST COMreit | $944 | – | 81 | +100.0% | 0.00% | – |
| REZI | Sell | RESIDEO TECHNOLOGIES INC COMstock | $516 | -3.0% | 44 | -60.0% | 0.00% | – |
| RMR | New | RMR GROUP INC CL Astock | $29 | – | 1 | +100.0% | 0.00% | – |
| POR | PORTLAND GEN ELEC CO COM NEWstock | $585 | -12.8% | 14 | 0.0% | 0.00% | – | |
| PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $1,028 | -14.3% | 40,000 | 0.0% | 0.00% | – | |
| PAG | PENSKE AUTOMOTIVE GRP INC COMstock | $1,936 | +38.3% | 50 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $312 | -22.0% | 200 | 0.0% | 0.00% | – | ||
| NUS | NU SKIN ENTERPRISES INC CL Astock | $1,912 | +74.9% | 50 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP COMstock | $635 | +5.1% | 8 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC COMstock | $1,588 | +19.6% | 100 | 0.0% | 0.00% | – | |
| NNN | NNN REIT INC COMreit | $2,235 | +10.2% | 63 | 0.0% | 0.00% | -100.0% | |
| NOV | Sell | NOV INC COMstock | $1,225 | -64.4% | 100 | -71.4% | 0.00% | -100.0% |
| NRG | NRG ENERGY INC COM NEWstock | $163 | +19.9% | 5 | 0.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,031 | -11.9% | 30 | 0.0% | 0.00% | – | |
| NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $361 | -40.0% | 100 | 0.0% | 0.00% | – | |
| MEC | MAYVILLE ENGR CO INC COMstock | $1,991 | +28.9% | 252 | 0.0% | 0.00% | – | |
| VCLT | New | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $106 | – | 1 | +100.0% | 0.00% | – |
| MAT | MATTEL INC COMstock | $532 | +9.7% | 55 | 0.0% | 0.00% | – | |
| VEC | V2X INC COMstock | $786 | +18.6% | 16 | 0.0% | 0.00% | – | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $1,402 | +54.9% | 40 | 0.0% | 0.00% | – | |
| MSGN | MSG NETWORK INC CL Astock | $836 | -2.5% | 84 | 0.0% | 0.00% | – | |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,381 | +8.9% | 40 | 0.0% | 0.00% | – | ||
| LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $634 | +16.3% | 20 | 0.0% | 0.00% | – | ||
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,222 | +14.2% | 10 | 0.0% | 0.00% | – | |
| KRUS | KURA SUSHI USA INC CL A COMstock | $14 | +16.7% | 1 | 0.0% | 0.00% | – | |
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,158 | +8.0% | 80 | 0.0% | 0.00% | -100.0% | |
| GOVT | ISHARES U.S. TREASURY BOND ETFetf | $1,148 | 0.0% | 41 | 0.0% | 0.00% | – | |
| FCPT | Exit | FOUR CORNERS PPTY TR INC COMreit | $0 | – | -50 | -100.0% | 0.00% | – |
| SLV | Sell | ISHARES SILVER TRUSTetf | $1,361 | -47.9% | 80 | -60.0% | 0.00% | -100.0% |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $231 | – | 2 | +100.0% | 0.00% | – |
| IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,157 | +18.8% | 35 | 0.0% | 0.00% | – | |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $1,018 | +12.0% | 38 | 0.0% | 0.00% | – | |
| QQQE | Exit | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $0 | – | -22 | -100.0% | 0.00% | – |
| IPI | INTREPID POTASH INC COMstock | $198 | +23.8% | 200 | 0.0% | 0.00% | – | |
| MNA | IQ MERGER ARBITRAGE ETFetf | $63 | +5.0% | 2 | 0.0% | 0.00% | – | |
| HEXO CORP COMstock | $185 | -11.5% | 250 | 0.0% | 0.00% | – | ||
| HAS | HASBRO INC COMstock | $2,099 | +4.8% | 28 | 0.0% | 0.00% | -100.0% | |
| GWB | GREAT WESTERN BANCORP INC COMstock | $1,376 | -32.8% | 100 | 0.0% | 0.00% | -100.0% | |
| PDS | Exit | PRECISION DRILLING CORP COM NEWstock | $0 | – | -400 | -100.0% | 0.00% | – |
| GER | Sell | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $2,098 | +18.2% | 277 | -88.9% | 0.00% | – |
| GSSC | New | GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFetf | $80 | – | 2 | +100.0% | 0.00% | – |
| GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $100 | – | 1 | +100.0% | 0.00% | – |
| GSLC | New | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $501 | – | 8 | +100.0% | 0.00% | – |
| GIGB | New | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $165 | – | 3 | +100.0% | 0.00% | – |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $1,583 | +45.8% | 50 | 0.0% | 0.00% | – | |
| FINX | GLOBAL X FINTECH ETFetf | $1,661 | +37.5% | 50 | 0.0% | 0.00% | – | |
| GTX | Buy | GARRETT MOTION INC COMstock | $150 | +206.1% | 27 | +58.8% | 0.00% | – |
| WDC | Sell | WESTERN DIGITAL CORP. COMstock | $1,545 | -42.9% | 35 | -46.2% | 0.00% | -100.0% |
| GAB | New | GABELLI EQUITY TR INC COMcef | $1,761 | – | 350 | +100.0% | 0.00% | – |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $2,169 | +17.9% | 52 | 0.0% | 0.00% | – | |
| EXC | New | EXELON CORP COMstock | $1,452 | – | 40 | +100.0% | 0.00% | – |
| ERF | New | ENERPLUS CORP COMstock | $283 | – | 100 | +100.0% | 0.00% | – |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $2,059 | -74.6% | 160 | -77.5% | 0.00% | -100.0% |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $25 | +25.0% | 2 | 0.0% | 0.00% | – | |
| DRE | Sell | DUKE REALTY CORP COM NEWreit | $1,770 | -27.1% | 50 | -33.3% | 0.00% | -100.0% |
| AMG | AFFILIATED MANAGERS GROUP INC COMstock | $1,193 | +26.1% | 16 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $23 | +21.1% | 2 | 0.0% | 0.00% | – | |
| AEGON LTD AMER REG 1 CERTadr | $541 | +18.1% | 184 | 0.0% | 0.00% | – | ||
| SIX | Exit | SIX FLAGS ENTMT CORP NEW COMstock | $0 | – | -49 | -100.0% | 0.00% | – |
| ARKK | New | ARK INNOVATION ETFetf | $856 | – | 12 | +100.0% | 0.00% | – |
| VAC | Exit | MARRIOTT VACATIONS WORLDWIDE C COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| FL | Exit | FOOT LOCKER INC COMstock | $0 | – | -48 | -100.0% | 0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC COMstock | $0 | – | -39 | -100.0% | 0.00% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC COMstock | $0 | – | -101 | -100.0% | 0.00% | – |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -200 | -100.0% | 0.00% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | -10 | -100.0% | 0.00% | – |
| LAKE | Exit | LAKELAND INDS INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| UE | URBAN EDGE PPTYS COMreit | $1,009 | +34.7% | 85 | 0.0% | 0.00% | – | |
| UA | Sell | UNDER ARMOUR INC CL Cstock | $2,051 | +8.7% | 232 | -0.9% | 0.00% | – |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $357 | +5.3% | 8 | 0.0% | 0.00% | – | |
| THOMSON REUTERS CORP. COMstock | $884 | +0.2% | 13 | 0.0% | 0.00% | – | ||
| TRGP | TARGA RES CORP COMstock | $1,244 | +190.7% | 62 | 0.0% | 0.00% | – | |
| GDXJ | New | VANECK JUNIOR GOLD MINERS ETFetf | $1,983 | – | 40 | +100.0% | 0.00% | – |
| SKT | New | TANGER INC COMreit | $1,070 | – | 150 | +100.0% | 0.00% | – |
| STOK | Sell | STOKE THERAPEUTICS INC COMstock | $1,573 | -60.1% | 66 | -61.6% | 0.00% | -100.0% |
| SONO | SONOS INC COMstock | $293 | +72.4% | 20 | 0.0% | 0.00% | – | |
| SWAV | Sell | SHOCKWAVE MED INC COMstock | $711 | -46.4% | 15 | -62.5% | 0.00% | – |
| DSE | DROPSUITE LTDcef | $789 | +47.5% | 1,462 | 0.0% | 0.00% | – | |
| DISCK | DISCOVERY INC COM SER Cstock | $2,022 | +9.8% | 105 | 0.0% | 0.00% | – | |
| OVV | Exit | OVINTIV INC COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
| CRON | CRONOS GROUP INC COMstock | $475 | +6.0% | 79 | 0.0% | 0.00% | – | |
| CDE | New | COEUR MNG INC COM NEWstock | $1,270 | – | 250 | +100.0% | 0.00% | – |
| GTLS | CHART INDS INC COMstock | $1,600 | +67.4% | 33 | 0.0% | 0.00% | – | |
| CHX | CHAMPIONX CORPORATION COMstock | $1,015 | +69.7% | 104 | 0.0% | 0.00% | – | |
| CVE | CENOVUS ENERGY INC COMstock | $1,009 | +131.4% | 216 | 0.0% | 0.00% | – | |
| CANOPY GROWTH CORP COM NEWstock | $1,374 | +12.1% | 85 | 0.0% | 0.00% | – | ||
| ZUO | ZUORA INC COM CL Astock | $931 | +58.3% | 73 | 0.0% | 0.00% | – | |
| BC | BRUNSWICK CORP COMstock | $1,728 | +80.9% | 27 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $362 | +15.3% | 13 | 0.0% | 0.00% | – | |
| BKH | BLACK HILLS CORP COMstock | $2,040 | -11.5% | 36 | 0.0% | 0.00% | -100.0% | |
| BHP | BHP GROUP LTD SPONSORED ADSadr | $1,890 | +35.6% | 38 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $2,062 | +9.8% | 36 | 0.0% | 0.00% | – | |
| AZUL | AZUL S A SPONSR ADR PFDadr | $1,901 | +9.8% | 170 | 0.0% | 0.00% | – | |
| GLOG | GASLOG LTD SHSstock | $309 | -22.4% | 110 | 0.0% | 0.00% | – | |
| IGIC | Sell | INTL GNRL INSURANCE HLDNGS LTD SHSstock | $414 | -67.2% | 60 | -62.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC COMstock | $584 | – | 47 | +100.0% | 0.00% | – |
| AUD | AUDACY INC CL Astock | $618 | -19.3% | 448 | 0.0% | 0.00% | – | |
| ATLANTA BRAVES HLDGS INC COM SER Astock | $80 | +2.6% | 4 | 0.0% | 0.00% | – | ||
| ARCC | New | ARES CAPITAL CORP COMcef | $723 | – | 50 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC CORPORATION COMstock | $1,156 | – | 83 | +100.0% | 0.00% | – |
| New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $984 | – | 150 | +100.0% | 0.00% | – | |
| STNE | STONECO LTD COM CL Astock | $1,783 | +78.1% | 46 | 0.0% | 0.00% | – | |
| AMP | AMERIPRISE FINL INC COMstock | $1,800 | +46.3% | 12 | 0.0% | 0.00% | – | |
| GLNG | GOLAR LNG LTD SHSstock | $22 | -8.3% | 3 | 0.0% | 0.00% | – | |
| AIMC | ALTRA INDL MOTION CORP COMstock | $828 | +82.0% | 26 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC COMstock | $1,487 | +27.4% | 41 | 0.0% | 0.00% | – | |
| PENN | Exit | PENN ENTERTAINMENT INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| EPR | Exit | EPR PPTYS COM SH BEN INTreit | $0 | – | -155 | -100.0% | -0.00% | – |
| PPT | Exit | PUTNAM PREMIER INCOME TR SH BEN INTcef | $0 | – | -1,000 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL COM NEWstock | $0 | – | -188 | -100.0% | -0.00% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC COMstock | $0 | – | -12 | -100.0% | -0.00% | – |
| NFG | Exit | NATIONAL FUEL GAS CO COMstock | $0 | – | -72 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP COMstock | $0 | – | -219 | -100.0% | -0.00% | – |
| AAON | Exit | AAON INC COM PAR $0.004stock | $0 | – | -175 | -100.0% | -0.00% | – |
| TXT | Exit | TEXTRON INC COMstock | $0 | – | -235 | -100.0% | -0.00% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEW CL Areit | $0 | – | -260 | -100.0% | -0.00% | – |
| SF | Exit | STIFEL FINL CORP COMstock | $0 | – | -350 | -100.0% | -0.00% | – |
| PLNT | Exit | PLANET FITNESS INC CL Astock | $0 | – | -300 | -100.0% | -0.00% | – |
| VRSN | Exit | VERISIGN INC COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $0 | – | -325 | -100.0% | -0.01% | – |
| JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | -1,700 | -100.0% | -0.01% | – |
| EUFN | Exit | ISHARES MSCI EUROPE FINANCIALS ETFetf | $0 | – | -3,100 | -100.0% | -0.01% | – |
| IQV | Exit | IQVIA HLDGS INC COMstock | $0 | – | -350 | -100.0% | -0.01% | – |
| KSU | Exit | KANSAS CITY SOUTHERN COM NEWstock | $0 | – | -470 | -100.0% | -0.02% | – |
| KKR | Exit | KKR & CO INC COMstock | $0 | – | -3,500 | -100.0% | -0.02% | – |
| CONE | Exit | CYRUSONE INC COMreit | $0 | – | -6,303 | -100.0% | -0.10% | – |
| IMKTA | Exit | INGLES MKTS INC CL Astock | $0 | – | -10,711 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-02
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.