Anchor Investment Management, LLC - Q4 2021 holdings

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$805 Million is the total value of Anchor Investment Management, LLC's 1013 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
MSFT BuyMICROSOFT CORP COMstock$29,152,662
+19.5%
86,681
+0.1%
3.62%
+6.6%
V BuyVISA INC COM CL Astock$20,623,950
-2.2%
95,168
+0.6%
2.56%
-12.7%
AAPL BuyAPPLE INC COMstock$19,312,880
+26.7%
108,762
+1.0%
2.40%
+13.1%
QQQ BuyINVESCO QQQ TRUST SERIES Ietf$16,879,191
+11.9%
42,426
+0.7%
2.10%
-0.1%
SCHX BuySCHWAB U.S. LARGE-CAP ETFetf$15,459,612
+13.9%
135,825
+4.1%
1.92%
+1.6%
SCHP BuySCHWAB US TIPS ETFetf$14,013,243
+17.1%
222,821
+16.5%
1.74%
+4.6%
GOOG BuyALPHABET INC CAP STK CL Cstock$13,119,537
+10.4%
4,534
+1.7%
1.63%
-1.5%
VCSH SellVANGUARD SHORT-TERM CORPORATE BOND ETFetf$12,490,951
-13.1%
153,716
-11.9%
1.55%
-22.5%
VGT BuyVANGUARD INFORMATION TECHNOLOGY ETFetf$12,324,432
+17.7%
26,899
+3.1%
1.53%
+5.0%
UPS BuyUNITED PARCEL SERVICE INC CL Bstock$11,342,576
+21.0%
52,919
+2.8%
1.41%
+8.0%
JNJ BuyJOHNSON & JOHNSON COMstock$11,091,573
+10.7%
64,836
+4.5%
1.38%
-1.1%
ABBV SellABBVIE INC COMstock$10,357,003
+23.8%
76,492
-1.4%
1.29%
+10.5%
LOW BuyLOWES COS INC COMstock$9,925,449
+30.6%
38,399
+2.5%
1.23%
+16.7%
DIS SellDISNEY WALT CO COMstock$9,715,503
-9.4%
62,725
-1.0%
1.21%
-19.1%
UNP SellUNION PAC CORP COMstock$9,507,974
+28.1%
37,741
-0.4%
1.18%
+14.3%
PFE BuyPFIZER INC COMstock$9,360,234
+43.0%
158,514
+4.1%
1.16%
+27.7%
AMZN BuyAMAZON COM INC COMstock$8,185,805
+3.4%
2,455
+1.8%
1.02%
-7.7%
UNH BuyUNITEDHEALTH GROUP INC COMstock$8,150,941
+29.1%
16,232
+0.5%
1.01%
+15.3%
BRKB BuyBERKSHIRE HATHAWAY INC DEL CL B NEWstock$7,882,537
+13.5%
26,363
+3.6%
0.98%
+1.2%
INTC BuyINTEL CORP COMstock$7,850,597
+1.3%
152,439
+4.8%
0.98%
-9.6%
ADBE SellADOBE INC COMstock$7,799,343
-1.8%
13,754
-0.3%
0.97%
-12.3%
HD BuyHOME DEPOT INC COMstock$7,782,126
+26.7%
18,752
+0.2%
0.97%
+13.1%
ABT SellABBOTT LABS COMstock$7,501,323
+13.9%
53,299
-4.4%
0.93%
+1.7%
SCHM BuySCHWAB U.S. MID-CAP ETFetf$7,310,281
+8.5%
90,890
+3.4%
0.91%
-3.1%
DUK BuyDUKE ENERGY CORP NEW COM NEWstock$7,034,095
+7.9%
67,055
+0.4%
0.87%
-3.6%
VPU BuyVANGUARD UTILITIES ETFetf$6,872,417
+24.6%
43,941
+10.8%
0.85%
+11.2%
FCNCA  FIRST CTZNS BANCSHARES INC N C CL Astock$6,554,076
-1.6%
7,8980.0%0.81%
-12.2%
VDC BuyVANGUARD CONSUMER STAPLES ETFetf$6,553,305
+16.4%
32,786
+4.3%
0.81%
+3.8%
FDX SellFEDEX CORP COMstock$6,383,586
+16.7%
24,681
-1.1%
0.79%
+4.2%
XOM BuyEXXON MOBIL CORP COMstock$6,138,629
+7.2%
100,321
+3.1%
0.76%
-4.4%
VOO SellVANGUARD S&P 500 ETFetf$6,020,963
+10.7%
13,792
-0.0%
0.75%
-1.2%
VZ SellVERIZON COMMUNICATIONS INC COMstock$5,751,602
-9.5%
110,693
-5.9%
0.71%
-19.2%
MRK BuyMERCK & CO INC COMstock$5,734,789
+21.5%
74,828
+19.1%
0.71%
+8.4%
QCOM SellQUALCOMM INC COMstock$5,695,198
+41.0%
31,143
-0.6%
0.71%
+25.8%
TMO BuyTHERMO FISHER SCIENTIFIC INC COMstock$5,680,217
+18.0%
8,513
+1.0%
0.71%
+5.4%
KO BuyCOCA COLA CO COMstock$5,646,357
+15.5%
95,362
+2.3%
0.70%
+3.1%
WM SellWASTE MGMT INC DEL COMstock$5,580,329
+9.8%
33,435
-1.7%
0.69%
-2.0%
BSCO BuyINVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf$5,576,248
+7.3%
255,440
+8.7%
0.69%
-4.1%
PG BuyPROCTER AND GAMBLE CO COMstock$5,556,559
+19.6%
33,968
+2.2%
0.69%
+6.8%
BSCN BuyINVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf$5,373,868
+1.4%
250,413
+2.4%
0.67%
-9.6%
ENB SellENBRIDGE INC COMstock$5,233,359
-2.3%
133,914
-0.5%
0.65%
-12.9%
GOOGL BuyALPHABET INC CAP STK CL Astock$5,188,599
+12.5%
1,791
+3.8%
0.64%
+0.3%
IHI BuyISHARES U.S. MEDICAL DEVICES ETFetf$4,849,133
+7.4%
73,639
+2.4%
0.60%
-4.1%
VHT BuyVANGUARD HEALTH CARE ETFetf$4,813,794
+13.0%
18,068
+4.8%
0.60%
+0.8%
FB BuyMETA PLATFORMS INC CL Astock$4,686,028
+4.8%
13,932
+5.7%
0.58%
-6.4%
SHW BuySHERWIN WILLIAMS CO COMstock$4,662,311
+26.0%
13,239
+0.1%
0.58%
+12.4%
NSC SellNORFOLK SOUTHN CORP COMstock$4,566,730
+22.2%
15,340
-1.8%
0.57%
+9.0%
BSCP BuyINVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf$4,474,773
+0.8%
204,328
+2.1%
0.56%
-10.0%
ORCL SellORACLE CORP COMstock$4,402,896
-0.7%
50,486
-0.8%
0.55%
-11.3%
CMCSA SellCOMCAST CORP NEW CL Astock$4,349,654
-11.0%
86,423
-1.1%
0.54%
-20.6%
SO SellSOUTHERN CO COMstock$4,333,125
+8.4%
63,184
-2.1%
0.54%
-3.2%
MDT BuyMEDTRONIC PLC SHSstock$4,285,727
-16.1%
41,428
+1.7%
0.53%
-25.2%
CSX SellCSX CORP COMstock$4,211,463
+24.8%
112,007
-1.3%
0.52%
+11.3%
SCHE BuySCHWAB EMERGING MARKETS EQUITY ETFetf$4,184,062
-2.4%
141,258
+0.4%
0.52%
-12.9%
LLY BuyELI LILLY & CO COMstock$4,144,957
+20.8%
15,006
+1.1%
0.52%
+8.0%
D SellDOMINION ENERGY INC COMstock$4,098,378
+7.3%
52,169
-0.3%
0.51%
-4.3%
EW BuyEDWARDS LIFESCIENCES CORP COMstock$4,022,657
+14.7%
31,051
+0.3%
0.50%
+2.5%
JPM BuyJPMORGAN CHASE & CO COMstock$4,014,677
+4.5%
25,353
+8.0%
0.50%
-6.7%
PEP SellPEPSICO INC COMstock$3,968,827
+13.5%
22,847
-1.7%
0.49%
+1.2%
BSCQ BuyINVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf$3,912,313
+5.6%
184,892
+7.0%
0.49%
-5.6%
RSG BuyREPUBLIC SVCS INC COMstock$3,889,889
+16.9%
27,895
+0.6%
0.48%
+4.3%
TFC BuyTRUIST FINL CORP COMstock$3,846,930
+1.1%
65,703
+1.3%
0.48%
-9.8%
BSCR BuyINVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf$3,625,360
+3.2%
168,230
+4.6%
0.45%
-8.0%
ADP  AUTOMATIC DATA PROCESSING INC COMstock$3,472,833
+23.3%
14,0840.0%0.43%
+9.9%
VCR BuyVANGUARD CONSUMER DISCRETIONARY ETFetf$3,444,513
+13.8%
10,111
+3.5%
0.43%
+1.7%
FISV SellFISERV INC COMstock$3,368,401
-4.9%
32,454
-0.6%
0.42%
-15.2%
BAC BuyBANK AMERICA CORP COMstock$3,360,453
+13.9%
75,533
+8.7%
0.42%
+1.5%
CVX BuyCHEVRON CORP NEW COMstock$3,315,424
+31.9%
28,252
+14.0%
0.41%
+17.7%
MA BuyMASTERCARD INCORPORATED CL Astock$3,293,902
+4.0%
9,167
+0.7%
0.41%
-7.3%
SYK SellSTRYKER CORPORATION COMstock$3,273,756
+0.0%
12,242
-1.4%
0.41%
-10.5%
CSCO BuyCISCO SYS INC COMstock$3,267,930
+17.9%
51,569
+1.2%
0.41%
+5.2%
VGSH SellVANGUARD SHORT-TERM TREASURY ETFetf$3,249,539
-3.8%
53,420
-2.9%
0.40%
-14.0%
COST BuyCOSTCO WHSL CORP NEW COMstock$3,231,979
+70.5%
5,693
+34.9%
0.40%
+51.9%
VTI BuyVANGUARD TOTAL STOCK MARKET ETFetf$3,213,566
+21.7%
13,310
+12.0%
0.40%
+8.7%
NEE BuyNEXTERA ENERGY INC COMstock$2,812,515
+22.8%
30,125
+3.3%
0.35%
+9.4%
EFAV BuyISHARES MSCI EAFE MIN VOL FACTOR ETFetf$2,797,057
+6.0%
36,434
+4.0%
0.35%
-5.4%
AMAT SellAPPLIED MATLS INC COMstock$2,715,719
+21.6%
17,258
-0.5%
0.34%
+8.4%
SCHA BuySCHWAB U.S. SMALL-CAP ETFetf$2,701,884
+10.3%
26,386
+7.8%
0.34%
-1.5%
CVS SellCVS HEALTH CORP COMstock$2,694,848
+19.4%
26,123
-1.8%
0.34%
+6.7%
VO BuyVANGUARD MID-CAP ETFetf$2,675,055
+8.9%
10,500
+1.2%
0.33%
-2.9%
SON BuySONOCO PRODS CO COMstock$2,664,966
+0.0%
46,035
+3.0%
0.33%
-10.8%
SBUX BuySTARBUCKS CORP COMstock$2,645,649
+7.0%
22,618
+0.9%
0.33%
-4.4%
SPY SellSPDR S&P 500 ETF TRUSTetf$2,583,196
+10.5%
5,439
-0.2%
0.32%
-1.2%
ZBH BuyZIMMER BIOMET HOLDINGS INC COMstock$2,576,625
+1256.3%
20,282
+1462.6%
0.32%
+1130.8%
FTEC BuyFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$2,564,882
+19.7%
18,943
+4.9%
0.32%
+7.0%
ADM BuyARCHER DANIELS MIDLAND CO COMstock$2,543,528
+12.6%
37,632
+0.0%
0.32%
+0.6%
MDLZ BuyMONDELEZ INTL INC CL Astock$2,543,160
+15.0%
38,353
+0.9%
0.32%
+2.6%
GLW SellCORNING INC COMstock$2,536,485
-1.5%
68,130
-3.5%
0.32%
-12.0%
DHR SellDANAHER CORPORATION COMstock$2,478,109
+6.8%
7,532
-1.2%
0.31%
-4.6%
LH BuyLABORATORY CORP AMER HLDGS COM NEWstock$2,466,234
+13.3%
7,849
+1.5%
0.31%
+1.0%
ORLY SellOREILLY AUTOMOTIVE INC COMstock$2,448,499
+14.1%
3,467
-1.3%
0.30%
+1.7%
F  FORD MTR CO DEL COMstock$2,447,225
+46.7%
117,8250.0%0.30%
+31.0%
TSCO SellTRACTOR SUPPLY CO COMstock$2,376,456
+15.9%
9,960
-1.6%
0.30%
+3.5%
PM BuyPHILIP MORRIS INTL INC COMstock$2,360,735
+1.3%
24,850
+1.1%
0.29%
-9.6%
NVDA BuyNVIDIA CORPORATION COMstock$2,234,947
+241.2%
7,599
+140.3%
0.28%
+205.5%
SPGI SellS&P GLOBAL INC COMstock$2,145,394
+8.8%
4,546
-2.0%
0.27%
-2.9%
WMT BuyWALMART INC COMstock$2,087,862
+16.5%
14,430
+12.2%
0.26%
+4.0%
T SellAT&T INC COMstock$2,074,132
-37.6%
84,314
-31.5%
0.26%
-44.3%
TXN BuyTEXAS INSTRS INC COMstock$2,074,330
+1.2%
11,006
+3.2%
0.26%
-9.5%
CAT BuyCATERPILLAR INC COMstock$2,004,030
+13.4%
9,693
+5.3%
0.25%
+1.2%
MCD BuyMCDONALDS CORP COMstock$2,001,667
+15.7%
7,467
+4.0%
0.25%
+3.3%
VB SellVANGUARD SMALL-CAP ETFetf$1,968,547
-1.9%
8,710
-5.1%
0.24%
-12.2%
PAYX SellPAYCHEX INC COMstock$1,944,716
+19.7%
14,247
-1.4%
0.24%
+7.1%
SNPS SellSYNOPSYS INC COMstock$1,933,151
+22.5%
5,246
-0.5%
0.24%
+9.1%
MCK BuyMCKESSON CORP COMstock$1,881,426
+31.9%
7,569
+5.8%
0.23%
+18.2%
DG BuyDOLLAR GEN CORP NEW COMstock$1,860,714
+14.9%
7,890
+3.3%
0.23%
+2.7%
VIS BuyVANGUARD INDUSTRIALS ETFetf$1,833,678
+12.4%
9,035
+4.1%
0.23%
+0.4%
WBA SellWALGREENS BOOTS ALLIANCE INC COMstock$1,825,764
+9.3%
35,003
-1.4%
0.23%
-2.2%
AXP BuyAMERICAN EXPRESS CO COMstock$1,786,185
-1.1%
10,918
+1.2%
0.22%
-11.6%
ACN SellACCENTURE PLC IRELAND SHS CLASS Astock$1,786,296
+26.2%
4,309
-2.6%
0.22%
+12.7%
BKNG SellBOOKING HOLDINGS INC COMstock$1,761,035
-3.7%
734
-4.7%
0.22%
-13.8%
VEA SellVANGUARD FTSE DEVELOPED MARKETS ETFetf$1,693,252
-0.4%
33,162
-1.5%
0.21%
-11.4%
HUM SellHUMANA INC COMstock$1,675,462
+16.0%
3,612
-2.7%
0.21%
+3.5%
TSM SellTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr$1,661,361
+6.9%
13,809
-0.8%
0.21%
-4.6%
LMT BuyLOCKHEED MARTIN CORP COMstock$1,619,315
+38.6%
4,556
+34.6%
0.20%
+23.3%
ICE SellINTERCONTINENTAL EXCHANGE INC COMstock$1,596,938
+15.3%
11,676
-3.2%
0.20%
+2.6%
KMB SellKIMBERLY-CLARK CORP COMstock$1,586,248
+6.2%
11,099
-1.6%
0.20%
-5.3%
SHY BuyISHARES 1-3 YEAR TREASURY BOND ETFetf$1,554,144
-0.3%
18,169
+0.4%
0.19%
-11.1%
BAX  BAXTER INTL INC COMstock$1,541,983
+6.7%
17,9630.0%0.19%
-4.5%
FTNT SellFORTINET INC COMstock$1,538,951
-14.0%
4,282
-30.1%
0.19%
-23.3%
RTX SellRTX CORPORATION COMstock$1,525,155
-3.1%
17,722
-3.2%
0.19%
-13.7%
TGT BuyTARGET CORP COMstock$1,524,763
+1.3%
6,588
+0.1%
0.19%
-9.6%
SSB BuySOUTHSTATE CORPORATION COMstock$1,501,985
+108.5%
18,749
+94.3%
0.19%
+87.0%
VCIT BuyVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf$1,484,361
+58.0%
16,002
+60.8%
0.18%
+40.5%
SOXX BuyISHARES SEMICONDUCTOR ETFetf$1,462,114
+23.9%
2,696
+1.9%
0.18%
+11.0%
IWD BuyISHARES RUSSELL 1000 VALUE ETFetf$1,454,077
+10.7%
8,659
+3.2%
0.18%
-1.1%
PYPL BuyPAYPAL HLDGS INC COMstock$1,451,123
-2.3%
7,695
+34.8%
0.18%
-13.0%
KMI BuyKINDER MORGAN INC DEL COMstock$1,425,205
+2.8%
89,862
+8.5%
0.18%
-8.3%
AMGN SellAMGEN INC COMstock$1,414,245
-6.3%
6,286
-11.5%
0.18%
-16.2%
ANTM BuyELEVANCE HEALTH INC COMstock$1,380,438
+31.2%
2,978
+5.5%
0.17%
+17.1%
MET SellMETLIFE INC COMstock$1,367,887
+0.9%
21,890
-0.4%
0.17%
-10.1%
AZO SellAUTOZONE INC COMstock$1,356,364
+22.5%
647
-0.8%
0.17%
+9.1%
BK BuyBANK NEW YORK MELLON CORP COMstock$1,345,818
+12.2%
23,172
+0.1%
0.17%0.0%
AFL SellAFLAC INC COMstock$1,317,979
+10.1%
22,572
-1.7%
0.16%
-1.8%
EMR SellEMERSON ELEC CO COMstock$1,319,226
-3.0%
14,190
-1.7%
0.16%
-13.2%
CFR  CULLEN FROST BANKERS INC COMstock$1,324,239
+6.3%
10,5040.0%0.16%
-5.2%
TSLA BuyTESLA INC COMstock$1,310,407
+50.6%
1,240
+10.5%
0.16%
+34.7%
SCHD SellSCHWAB US DIVIDEND EQUITY ETFetf$1,303,027
+7.9%
16,121
-0.9%
0.16%
-3.6%
WY SellWEYERHAEUSER CO MTN BE COM NEWreit$1,305,748
+15.1%
31,708
-0.6%
0.16%
+2.5%
MCO  MOODYS CORP COMstock$1,296,726
+10.0%
3,3200.0%0.16%
-1.8%
MMM Sell3M CO COMstock$1,274,316
+0.4%
7,174
-0.9%
0.16%
-10.7%
ITW SellILLINOIS TOOL WKS INC COMstock$1,261,642
+19.0%
5,112
-0.3%
0.16%
+6.8%
GSIE BuyGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf$1,252,235
+15.6%
35,504
+12.0%
0.16%
+3.3%
INTU BuyINTUIT COMstock$1,242,075
+21.1%
1,931
+1.6%
0.15%
+7.7%
NFLX BuyNETFLIX INC COMstock$1,241,629
+2.0%
2,061
+3.3%
0.15%
-8.9%
BTT BuyBLACKROCK MUN TARGET TERM TR COM SHS BEN INcef$1,234,057
+1.6%
47,592
+0.0%
0.15%
-9.5%
CL BuyCOLGATE PALMOLIVE CO COMstock$1,228,043
+13.7%
14,390
+0.7%
0.15%
+2.0%
SJM  SMUCKER J M CO COM NEWstock$1,222,115
+13.2%
8,9980.0%0.15%
+1.3%
UNM SellUNUM GROUP COMstock$1,213,832
-4.2%
49,403
-2.3%
0.15%
-14.2%
IJH BuyISHARES CORE S&P MID-CAP ETFetf$1,214,130
+62.1%
4,289
+50.6%
0.15%
+45.2%
CPRT SellCOPART INC COMstock$1,196,130
-0.3%
7,889
-8.8%
0.15%
-10.8%
LKQ SellLKQ CORP COMstock$1,188,080
+10.5%
19,791
-7.4%
0.15%
-1.3%
BMY BuyBRISTOL-MYERS SQUIBB CO COMstock$1,181,239
+11.6%
18,945
+5.9%
0.15%0.0%
TEL SellTE CONNECTIVITY LTD SHSstock$1,153,258
+16.6%
7,148
-0.8%
0.14%
+3.6%
VNQ BuyVANGUARD REAL ESTATE ETFetf$1,148,131
+20.3%
9,897
+5.5%
0.14%
+7.5%
BA SellBOEING CO COMstock$1,135,646
-8.7%
5,641
-0.3%
0.14%
-18.5%
SWKS SellSKYWORKS SOLUTIONS INC COMstock$1,136,090
-9.6%
7,323
-4.0%
0.14%
-19.4%
K SellKELLANOVA COMstock$1,134,281
+0.7%
17,608
-0.1%
0.14%
-10.2%
IYC SellISHARES U.S. CONSUMER DISCRETIONARY ETFetf$1,114,932
+7.0%
13,273
-1.5%
0.14%
-4.8%
BIV SellVANGUARD INTERMEDIATE-TERM BOND ETFetf$1,110,934
-3.9%
12,679
-1.9%
0.14%
-14.3%
SellBROOKFIELD CORP CL A LTD VT SHstock$1,099,097
+8.2%
18,203
-4.1%
0.14%
-2.8%
LHCG BuyLHC GROUP INC COMstock$1,102,094
-7.2%
8,031
+6.1%
0.14%
-17.0%
BLK SellBLACKROCK INC COMstock$1,097,756
+4.5%
1,199
-4.2%
0.14%
-6.8%
CHKP SellCHECK POINT SOFTWARE TECH LTD ORDstock$1,088,088
-1.3%
9,335
-4.3%
0.14%
-11.8%
GD  GENERAL DYNAMICS CORP COMstock$1,064,220
+6.4%
5,1050.0%0.13%
-5.0%
FOXA BuyFOX CORP CL A COMstock$1,062,168
-3.6%
28,785
+4.8%
0.13%
-13.7%
ECL BuyECOLAB INC COMstock$1,056,828
+12.8%
4,505
+0.3%
0.13%
+0.8%
GS BuyGOLDMAN SACHS GROUP INC COMstock$1,050,482
+6.7%
2,746
+5.5%
0.13%
-5.1%
MOAT SellVANECK MORNINGSTAR WIDE MOAT ETFetf$1,027,713
-6.0%
13,503
-9.5%
0.13%
-15.8%
VTV BuyVANGUARD VALUE ETFetf$988,440
+9.3%
6,719
+0.6%
0.12%
-2.4%
IBM BuyINTERNATIONAL BUSINESS MACHS COMstock$981,053
-1.0%
7,340
+2.9%
0.12%
-11.6%
MINT BuyPIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf$972,843
+22.6%
9,579
+23.0%
0.12%
+10.0%
L SellLOEWS CORP COMstock$964,592
+1.1%
16,700
-5.6%
0.12%
-9.8%
TSN BuyTYSON FOODS INC CL Astock$963,118
+14.0%
11,050
+3.3%
0.12%
+1.7%
MKTX SellMARKETAXESS HLDGS INC COMstock$938,525
-3.8%
2,282
-1.6%
0.12%
-14.0%
CTSH BuyCOGNIZANT TECHNOLOGY SOLUTIONS CL Astock$936,528
+23.2%
10,556
+3.1%
0.12%
+9.4%
APD SellAIR PRODS & CHEMS INC COMstock$898,176
+9.3%
2,952
-8.0%
0.11%
-1.8%
ENTG SellENTEGRIS INC COMstock$888,159
+7.5%
6,409
-2.3%
0.11%
-4.3%
SOR BuySOURCE CAP INC COMcef$874,711
+1.3%
20,243
+4.6%
0.11%
-9.2%
LHX SellL3HARRIS TECHNOLOGIES INC COMstock$874,497
-10.4%
4,101
-7.4%
0.11%
-19.9%
ATO BuyATMOS ENERGY CORP COMstock$873,887
+22.5%
8,341
+3.1%
0.11%
+10.1%
SCHF BuySCHWAB INTERNATIONAL EQUITY ETFetf$872,834
+1.8%
22,455
+1.4%
0.11%
-9.2%
NVO  NOVO-NORDISK A S ADRadr$872,144
+16.7%
7,7870.0%0.11%
+3.8%
DHI SellD R HORTON INC COMstock$866,360
+21.2%
7,989
-6.2%
0.11%
+9.1%
SHOP BuySHOPIFY INC CL Astock$856,737
+202.4%
622
+197.6%
0.11%
+171.8%
BSV SellVANGUARD SHORT-TERM BOND ETFetf$841,604
-18.6%
10,412
-17.4%
0.10%
-27.1%
ISRG BuyINTUITIVE SURGICAL INC COM NEWstock$841,481
+50.3%
2,342
+316.0%
0.10%
+34.6%
GEM BuyGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf$809,479
+13.6%
21,872
+13.9%
0.10%
+2.0%
AWK SellAMERICAN WTR WKS CO INC NEW COMstock$801,744
-24.6%
4,245
-32.5%
0.10%
-32.4%
C BuyCITIGROUP INC COM NEWstock$786,245
-9.2%
13,019
+5.6%
0.10%
-18.3%
DOV BuyDOVER CORP COMstock$790,868
+27.6%
4,355
+9.3%
0.10%
+14.0%
CI SellTHE CIGNA GROUP COMstock$784,416
-12.2%
3,416
-23.5%
0.10%
-21.8%
IXJ BuyISHARES GLOBAL HEALTHCARE ETFetf$770,171
+10.2%
8,525
+2.1%
0.10%
-1.0%
BuyGENERAL ELECTRIC CO COM NEWstock$766,638
-7.7%
8,115
+0.6%
0.10%
-18.1%
VYM BuyVANGUARD HIGH DIVIDEND YIELD INDEX ETFetf$763,423
+24.4%
6,810
+14.7%
0.10%
+11.8%
KEYS SellKEYSIGHT TECHNOLOGIES INC COMstock$763,054
+17.7%
3,695
-6.3%
0.10%
+5.6%
EPD BuyENTERPRISE PRODS PARTNERS L P COMstock$754,985
+7.4%
34,380
+5.8%
0.09%
-4.1%
TTD BuyTHE TRADE DESK INC COM CL Astock$750,532
+1965.0%
8,190
+1484.1%
0.09%
+1760.0%
NIM  NUVEEN SELECT MAT MUN FD SH BEN INTcef$750,990
-1.5%
70,1860.0%0.09%
-12.3%
NVS BuyNOVARTIS AG SPONSORED ADRadr$750,842
+11.3%
8,584
+4.0%
0.09%
-1.1%
NOC SellNORTHROP GRUMMAN CORP COMstock$752,077
-3.2%
1,943
-10.0%
0.09%
-13.9%
IWF BuyISHARES RUSSELL 1000 GROWTH ETFetf$740,445
+13.4%
2,423
+1.7%
0.09%
+1.1%
UL SellUNILEVER PLC SPON ADR NEWadr$721,698
-3.1%
13,417
-2.4%
0.09%
-13.5%
VEU BuyVANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf$704,111
+4.5%
11,490
+4.0%
0.09%
-7.4%
EXPD SellEXPEDITORS INTL WASH INC COMstock$684,208
-5.8%
5,095
-16.4%
0.08%
-15.8%
TIP BuyISHARES TIPS BOND ETFetf$674,682
+1.6%
5,222
+0.4%
0.08%
-8.7%
BND BuyVANGUARD TOTAL BOND MARKET ETFetf$658,423
+2133.5%
7,769
+2151.9%
0.08%
+1950.0%
MUNI BuyPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf$663,178
+8.9%
11,800
+9.3%
0.08%
-3.5%
STZ BuyCONSTELLATION BRANDS INC CL Astock$651,769
+103.3%
2,597
+70.6%
0.08%
+80.0%
RSP BuyINVESCO S&P 500 EQUAL WEIGHT ETFetf$645,141
+10.0%
3,964
+1.3%
0.08%
-2.4%
IUSG BuyISHARES CORE S&P U.S. GROWTH ETFetf$641,918
+6168.1%
5,551
+5451.0%
0.08%
+7900.0%
IBB BuyISHARES BIOTECHNOLOGY ETFetf$633,983
+6.2%
4,154
+12.5%
0.08%
-4.8%
GPN BuyGLOBAL PMTS INC COMstock$624,396
-13.1%
4,619
+1.3%
0.08%
-22.0%
ALL BuyALLSTATE CORP COMstock$629,780
-7.4%
5,353
+0.2%
0.08%
-17.9%
DLTR SellDOLLAR TREE INC COMstock$617,445
+45.2%
4,394
-1.1%
0.08%
+30.5%
ZTS SellZOETIS INC CL Astock$623,009
+7.8%
2,553
-14.3%
0.08%
-3.8%
DCT BuyDUCK CREEK TECHNOLOGIES INC SHSstock$614,876
+1151.0%
20,421
+1738.1%
0.08%
+985.7%
VBR BuyVANGUARD SMALL CAP VALUE ETFetf$603,375
+6.9%
3,374
+1.2%
0.08%
-5.1%
COP SellCONOCOPHILLIPS COMstock$603,425
-1.3%
8,360
-7.3%
0.08%
-11.8%
AVGO BuyBROADCOM INC COMstock$606,234
+67.8%
911
+22.3%
0.08%
+50.0%
QUAL BuyISHARES MSCI USA QUALITY FACTOR ETFetf$607,422
+704.7%
4,173
+628.3%
0.08%
+581.8%
CCI  CROWN CASTLE INC COMreit$591,987
+20.4%
2,8360.0%0.07%
+8.8%
XBI BuySPDR S&P BIOTECH ETFetf$584,879
-5.4%
5,224
+6.2%
0.07%
-15.1%
BX SellBLACKSTONE INC COMstock$584,972
+5.4%
4,521
-5.2%
0.07%
-5.2%
EQH BuyEQUITABLE HLDGS INC COMstock$580,491
+40.4%
17,703
+26.9%
0.07%
+24.1%
FCCO BuyFIRST CMNTY CORP S C COMstock$582,650
+6.6%
28,066
+2.4%
0.07%
-5.3%
CRM SellSALESFORCE INC COMstock$574,588
-8.6%
2,261
-2.5%
0.07%
-18.4%
CMG BuyCHIPOTLE MEXICAN GRILL INC COMstock$569,930
+7.8%
326
+12.0%
0.07%
-4.1%
NKE SellNIKE INC CL Bstock$563,026
+13.2%
3,378
-1.4%
0.07%
+1.4%
MO SellALTRIA GROUP INC COMstock$563,562
+1.0%
11,892
-3.0%
0.07%
-10.3%
MU BuyMICRON TECHNOLOGY INC COMstock$556,106
+155.2%
5,970
+94.5%
0.07%
+130.0%
PKI SellREVVITY INC COMstock$555,730
-6.5%
2,764
-19.4%
0.07%
-16.9%
EFA SellISHARES MSCI EAFE ETFetf$548,478
-0.0%
6,971
-0.9%
0.07%
-10.5%
MGK SellVANGUARD MEGA CAP GROWTH ETFetf$542,642
+9.3%
2,081
-1.6%
0.07%
-2.9%
BTI BuyBRITISH AMERN TOB PLC SPONSORED ADRadr$539,951
+29.9%
14,433
+22.5%
0.07%
+15.5%
CPK BuyCHESAPEAKE UTILS CORP COMstock$530,913
+24.8%
3,641
+2.8%
0.07%
+11.9%
AEP  AMERICAN ELEC PWR CO INC COMstock$522,610
+9.6%
5,8740.0%0.06%
-1.5%
VBK BuyVANGUARD SMALL-CAP GROWTH ETFetf$522,439
+12.7%
1,854
+12.1%
0.06%
+1.6%
BABA SellALIBABA GROUP HLDG LTD SPONSORED ADSadr$514,717
-44.0%
4,333
-30.2%
0.06%
-50.0%
ADI BuyANALOG DEVICES INC COMstock$512,897
+5.4%
2,918
+0.4%
0.06%
-5.9%
CTAS BuyCINTAS CORP COMstock$511,418
+16.8%
1,154
+0.3%
0.06%
+4.9%
FLT SellFLEETCOR TECHNOLOGIES INC COMstock$511,251
-19.8%
2,284
-6.4%
0.06%
-28.1%
HOLX  HOLOGIC INC COMstock$507,210
+3.7%
6,6250.0%0.06%
-7.4%
WFC BuyWELLS FARGO CO NEW COMstock$506,902
+5.7%
10,565
+2.3%
0.06%
-6.0%
SCHB  SCHWAB U.S. BROAD MARKET ETFetf$496,340
+8.8%
4,3920.0%0.06%
-1.6%
AKAM SellAKAMAI TECHNOLOGIES INC COMstock$496,250
-2.8%
4,240
-13.1%
0.06%
-12.7%
GNRC SellGENERAC HLDGS INC COMstock$497,967
-18.2%
1,415
-5.0%
0.06%
-27.1%
TROW SellPRICE T ROWE GROUP INC COMstock$491,592
-2.9%
2,500
-2.9%
0.06%
-12.9%
LRCX SellLAM RESEARCH CORP COMstock$491,179
-9.4%
683
-28.3%
0.06%
-18.7%
MS BuyMORGAN STANLEY COM NEWstock$493,745
+25.5%
5,030
+24.4%
0.06%
+10.9%
REGN BuyREGENERON PHARMACEUTICALS COMstock$489,428
+36.4%
775
+30.7%
0.06%
+22.0%
IEFA BuyISHARES CORE MSCI EAFE ETFetf$479,935
+260.5%
6,430
+258.6%
0.06%
+215.8%
IYW SellISHARES U.S. TECHNOLOGY ETFetf$484,311
+9.3%
4,218
-3.6%
0.06%
-3.2%
SPDW  SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf$483,360
+0.7%
13,2500.0%0.06%
-10.4%
MDB NewMONGODB INC CL Astock$476,415–900
+100.0%
0.06%–
SCHW BuySCHWAB CHARLES CORP COMstock$465,914
+54.0%
5,540
+33.4%
0.06%
+38.1%
VUG SellVANGUARD GROWTH ETFetf$465,711
+8.9%
1,451
-1.6%
0.06%
-3.3%
RIO BuyRIO TINTO PLC SPONSORED ADRadr$465,233
+36.5%
6,950
+36.3%
0.06%
+23.4%
IEMG BuyISHARES CORE MSCI EMERGING MARKETS ETFetf$467,099
+297.8%
7,803
+310.5%
0.06%
+262.5%
A SellAGILENT TECHNOLOGIES INC COMstock$455,322
-8.7%
2,852
-9.9%
0.06%
-17.4%
DE BuyDEERE & CO COMstock$459,130
+2.6%
1,339
+0.3%
0.06%
-8.1%
HON SellHONEYWELL INTL INC COMstock$450,799
-18.8%
2,162
-17.3%
0.06%
-27.3%
GDX SellVANECK GOLD MINERS ETFetf$450,022
+6.8%
14,050
-1.7%
0.06%
-5.1%
FAST BuyFASTENAL CO COMstock$442,014
+153.4%
6,900
+104.1%
0.06%
+129.2%
SellJACOBS SOLUTIONS INC COMstock$444,422
-6.0%
3,192
-10.5%
0.06%
-16.7%
AJG SellGALLAGHER ARTHUR J & CO COMstock$433,507
+8.4%
2,555
-5.0%
0.05%
-3.6%
EL BuyLAUDER ESTEE COS INC CL Astock$435,746
+24.4%
1,177
+0.8%
0.05%
+10.2%
DLA SellDELTA APPAREL INC COMstock$423,795
-28.2%
14,250
-34.1%
0.05%
-35.4%
VWO SellVANGUARD FTSE EMERGING MARKETS ETFetf$423,229
-3.7%
8,557
-2.6%
0.05%
-13.1%
VAW  VANGUARD MATERIALS ETFetf$428,214
+13.7%
2,1750.0%0.05%
+1.9%
AMLP SellALERIAN MLP ETFetf$425,756
-11.8%
13,004
-10.2%
0.05%
-20.9%
ALLY BuyALLY FINL INC COMstock$414,939
-6.7%
8,715
+0.0%
0.05%
-16.1%
PHM SellPULTE GROUP INC COMstock$421,669
+19.5%
7,377
-4.0%
0.05%
+6.1%
AMT BuyAMERICAN TOWER CORP NEW COMreit$419,738
+39.6%
1,435
+26.7%
0.05%
+23.8%
IWM BuyISHARES RUSSELL 2000 ETFetf$416,871
+908.3%
1,874
+891.5%
0.05%
+766.7%
IFF BuyINTERNATIONAL FLAVORS&FRAGRANC COMstock$410,069
+23.2%
2,722
+9.3%
0.05%
+10.9%
SSNC SellSS&C TECHNOLOGIES HLDGS INC COMstock$410,556
-1.1%
5,008
-16.3%
0.05%
-12.1%
IWL  ISHARES RUSSELL TOP 200 ETFetf$401,025
+10.6%
3,5190.0%0.05%0.0%
SPSB NewSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf$405,645–13,098
+100.0%
0.05%–
VIG  VANGUARD DIVIDEND APPRECIATION ETFetf$396,571
+11.8%
2,3090.0%0.05%0.0%
SUN  SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock$394,540
+9.4%
9,6630.0%0.05%
-2.0%
EMN SellEASTMAN CHEM CO COMstock$392,837
+4.9%
3,249
-12.6%
0.05%
-5.8%
GBDC BuyGOLUB CAP BDC INC COMcef$391,279
+0.1%
25,342
+2.5%
0.05%
-9.3%
 LIBERTY GLOBAL LTD COM CL Astock$386,696
-6.9%
13,9400.0%0.05%
-17.2%
TOWN  TOWNEBANK PORTSMOUTH VA COMstock$383,029
+1.5%
12,1250.0%0.05%
-7.7%
CS BuyCREDIT SUISSE GROUP SPONSORED ADRadr$387,528
+0.3%
40,200
+2.6%
0.05%
-11.1%
EXPE SellEXPEDIA GROUP INC COM NEWstock$377,705
+5.7%
2,090
-4.1%
0.05%
-6.0%
TREX SellTREX CO INC COMstock$380,109
+2.6%
2,815
-22.6%
0.05%
-9.6%
MELI BuyMERCADOLIBRE INC COMstock$376,204
+5499.9%
279
+6875.0%
0.05%
+4600.0%
VOT  VANGUARD MID-CAP GROWTH ETFetf$381,421
+7.8%
1,4980.0%0.05%
-4.1%
TQQQ SellPROSHARES ULTRAPRO QQQetf$375,074
+14.1%
2,255
-14.6%
0.05%
+2.2%
CNP SellCENTERPOINT ENERGY INC COMstock$372,347
-54.0%
13,341
-59.4%
0.05%
-59.3%
VOD BuyVODAFONE GROUP PLC NEW SPONSORED ADRadr$373,519
-1.4%
25,018
+2.0%
0.05%
-13.2%
CBRE BuyCBRE GROUP INC CL Astock$363,509
+12.6%
3,350
+1.1%
0.04%0.0%
ALB SellALBEMARLE CORP COMstock$358,837
-28.2%
1,535
-32.7%
0.04%
-35.7%
FE BuyFIRSTENERGY CORP COMstock$359,861
+33.8%
8,653
+14.6%
0.04%
+21.6%
HDV BuyISHARES CORE HIGH DIVIDEND ETFetf$360,342
+12.5%
3,568
+5.0%
0.04%0.0%
LYG BuyLLOYDS BANKING GROUP PLC SPONSORED ADRadr$363,375
+9.5%
142,500
+5.2%
0.04%
-2.2%
SONY  SONY GROUP CORP SPONSORED ADRadr$363,400
+14.3%
2,8750.0%0.04%
+2.3%
CARR SellCARRIER GLOBAL CORPORATION COMstock$355,814
+4.0%
6,560
-0.8%
0.04%
-8.3%
ET  ENERGY TRANSFER L P COM UT LTD PTNstock$354,137
-14.1%
43,0300.0%0.04%
-22.8%
DVA  DAVITA INC COMstock$357,775
-2.2%
3,1450.0%0.04%
-13.7%
SQ BuyBLOCK INC CL Astock$351,446
+9.7%
2,176
+62.9%
0.04%
-2.2%
MTD SellMETTLER TOLEDO INTERNATIONAL COMstock$347,928
+17.5%
205
-4.7%
0.04%
+4.9%
CCK SellCROWN HLDGS INC COMstock$343,143
+9.0%
3,102
-0.7%
0.04%
-2.3%
NICE NewNICE LTD SPONSORED ADRadr$340,032–1,120
+100.0%
0.04%–
PAYC BuyPAYCOM SOFTWARE INC COMstock$340,456
+3333.7%
820
+4000.0%
0.04%
+4100.0%
FFIV  F5 INC COMstock$337,700
+23.1%
1,3800.0%0.04%
+10.5%
PSA  PUBLIC STORAGE COMreit$337,104
+26.1%
9000.0%0.04%
+13.5%
ABC  CENCORA INC COMstock$341,527
+11.3%
2,5700.0%0.04%
-2.3%
BDX SellBECTON DICKINSON & CO COMstock$337,486
-4.3%
1,342
-6.5%
0.04%
-14.3%
IHAK BuyISHARES CYBERSECURITY & TECH ETFetf$333,237
+1079.9%
7,470
+1049.2%
0.04%
+925.0%
WTRG  ESSENTIAL UTILS INC COMstock$327,294
+16.5%
6,0960.0%0.04%
+5.1%
EBAY BuyEBAY INC. COMstock$330,505
-3.3%
4,970
+1.3%
0.04%
-14.6%
EMB BuyISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf$324,454
+469.1%
2,975
+474.3%
0.04%
+400.0%
CACI SellCACI INTL INC CL Astock$314,976
-12.9%
1,170
-15.2%
0.04%
-22.0%
EEMV BuyISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf$314,728
+0.7%
5,010
+0.5%
0.04%
-9.3%
CCEP SellCOCA-COLA EUROPACIFIC PARTNERS SHSstock$303,141
-11.5%
5,420
-12.5%
0.04%
-20.8%
TAN  INVESCO SOLAR ETFetf$302,107
-3.7%
3,9250.0%0.04%
-13.6%
MDU  MDU RES GROUP INC COMstock$302,232
+3.9%
9,8000.0%0.04%
-5.0%
STX  SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock$305,046
+36.9%
2,7000.0%0.04%
+22.6%
WPM NewWHEATON PRECIOUS METALS CORP COMstock$300,510–7,000
+100.0%
0.04%–
ROP SellROPER TECHNOLOGIES INC COMstock$301,018
-9.1%
612
-17.5%
0.04%
-19.6%
CERN  CERNER CORP COMstock$294,862
+31.7%
3,1750.0%0.04%
+19.4%
BR  BROADRIDGE FINL SOLUTIONS INC COMstock$301,653
+9.7%
1,6500.0%0.04%
-2.6%
MSCI BuyMSCI INC COMstock$294,704
+2.2%
481
+1.5%
0.04%
-7.5%
DVY BuyISHARES SELECT DIVIDEND ETFetf$286,075
+7.0%
2,334
+0.2%
0.04%
-2.7%
VFH  VANGUARD FINANCIALS ETFetf$293,476
+4.2%
3,0390.0%0.04%
-7.7%
RDSB  SHELL PLC SPON ADR Badr$288,624
-2.1%
6,6580.0%0.04%
-12.2%
SHV  ISHARES SHORT TREASURY BOND ETFetf$286,540
-0.0%
2,5950.0%0.04%
-10.0%
CTVA SellCORTEVA INC COMstock$284,744
+11.4%
6,023
-0.8%
0.04%
-2.8%
HEI  HEICO CORP NEW COMstock$285,267
+9.4%
1,9780.0%0.04%
-2.8%
DEO  DIAGEO PLC SPON ADR NEWadr$284,861
+14.1%
1,2940.0%0.04%0.0%
FSS BuyFEDERAL SIGNAL CORP COMstock$278,243
+49.5%
6,420
+33.2%
0.04%
+34.6%
KR SellKROGER CO COMstock$282,875
+10.2%
6,250
-1.6%
0.04%
-2.8%
CBOE SellCBOE GLOBAL MKTS INC COMstock$282,968
-31.0%
2,170
-34.4%
0.04%
-38.6%
EVRG  EVERGY INC COMstock$274,440
+10.3%
4,0000.0%0.03%
-2.9%
PGR  PROGRESSIVE CORP COMstock$273,562
+13.6%
2,6650.0%0.03%0.0%
SNV SellSYNOVUS FINL CORP COM NEWstock$274,391
-39.9%
5,732
-44.9%
0.03%
-46.9%
DOW SellDOW INC COMstock$277,479
-6.0%
4,892
-4.6%
0.03%
-17.1%
NUE SellNUCOR CORP COMstock$269,052
-3.2%
2,357
-16.5%
0.03%
-15.4%
MRVL BuyMARVELL TECHNOLOGY INC COMstock$264,920
+48.7%
3,028
+2.5%
0.03%
+32.0%
URI BuyUNITED RENTALS INC COMstock$265,832
+12.2%
800
+18.5%
0.03%0.0%
GLD  SPDR GOLD SHARESetf$255,585
+4.1%
1,4950.0%0.03%
-5.9%
CLF  CLEVELAND-CLIFFS INC NEW COMstock$261,240
+9.9%
12,0000.0%0.03%
-3.0%
ALGN NewALIGN TECHNOLOGY INC COMstock$258,272–393
+100.0%
0.03%–
LULU BuyLULULEMON ATHLETICA INC COMstock$257,183
+28.6%
657
+33.0%
0.03%
+14.3%
FWRD SellFORWARD AIR CORP COMstock$251,262
+42.4%
2,075
-2.4%
0.03%
+24.0%
IUSV BuyISHARES CORE S&P US VALUE ETFetf$253,220
+1884.8%
3,317
+1742.8%
0.03%
+1450.0%
IJS BuyISHARES S&P SMALL-CAP 600 VALUE ETFetf$252,134
+4.7%
2,413
+0.8%
0.03%
-8.8%
WSM BuyWILLIAMS SONOMA INC COMstock$251,158
+2.6%
1,485
+7.6%
0.03%
-8.8%
CALM BuyCAL MAINE FOODS INC COM NEWstock$250,385
+13.2%
6,769
+10.6%
0.03%0.0%
ALLE BuyALLEGION PLC ORD SHSstock$248,325
+4.7%
1,875
+4.5%
0.03%
-6.1%
USHY NewISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf$239,891–5,824
+100.0%
0.03%–
PRU BuyPRUDENTIAL FINL INC COMstock$245,164
+7.9%
2,265
+4.9%
0.03%
-6.2%
SNAP BuySNAP INC CL Astock$239,195
-1.5%
5,086
+54.8%
0.03%
-11.8%
BRO  BROWN & BROWN INC COMstock$244,574
+26.7%
3,4800.0%0.03%
+11.1%
SMG  SCOTTS MIRACLE-GRO CO CL Astock$243,593
+10.0%
1,5130.0%0.03%
-3.2%
INCY  INCYTE CORP COMstock$231,210
+6.7%
3,1500.0%0.03%
-3.3%
TRV  TRAVELERS COMPANIES INC COMstock$236,209
+2.9%
1,5100.0%0.03%
-9.4%
OTIS  OTIS WORLDWIDE CORP COMstock$236,569
+5.8%
2,7170.0%0.03%
-6.5%
VXUS  VANGUARD TOTAL INTERNATIONAL STOCK ETFetf$232,412
+0.5%
3,6560.0%0.03%
-9.4%
OC SellOWENS CORNING NEW COMstock$228,513
-21.7%
2,525
-26.1%
0.03%
-31.7%
CRWD BuyCROWDSTRIKE HLDGS INC CL Astock$229,320
-8.5%
1,120
+9.8%
0.03%
-20.0%
AB SellALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock$226,900
-3.9%
4,646
-2.4%
0.03%
-15.2%
YUM SellYUM BRANDS INC COMstock$227,314
-9.6%
1,637
-20.4%
0.03%
-20.0%
VNQI BuyVANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf$221,507
-3.4%
4,106
+0.8%
0.03%
-12.5%
 SPDR GOLD MINISHARES TRUSTetf$222,251
+4.1%
12,2250.0%0.03%
-6.7%
SPSM  SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf$223,450
+4.9%
5,0000.0%0.03%
-6.7%
NOW BuySERVICENOW INC COMstock$222,645
+8.1%
343
+3.6%
0.03%
-3.4%
EXR  EXTRA SPACE STORAGE INC COMreit$223,329
+35.0%
9850.0%0.03%
+21.7%
BIP BuyBROOKFIELD INFRAST PARTNERS LP LP INT UNITstock$218,916
+16.5%
3,600
+7.5%
0.03%
+3.8%
SCHG SellSCHWAB U.S. LARGE-CAP GROWTH ETFetf$214,349
+8.6%
1,309
-1.8%
0.03%0.0%
AUDC SellAUDIOCODES LTD ORDstock$202,604
+0.7%
5,832
-5.7%
0.02%
-10.7%
SYY  SYSCO CORP COMstock$204,230
+0.1%
2,6000.0%0.02%
-10.7%
MOTI  VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf$204,862
-4.4%
6,3800.0%0.02%
-16.7%
IQV  IQVIA HLDGS INC COMstock$197,498
+17.8%
7000.0%0.02%
+8.7%
AAP  ADVANCE AUTO PARTS INC COMstock$202,699
+14.8%
8450.0%0.02%0.0%
CLX SellCLOROX CO DEL COMstock$196,000
-6.4%
1,124
-11.1%
0.02%
-17.2%
SCHV BuySCHWAB U.S. LARGE-CAP VALUE ETFetf$192,204
+9.4%
2,625
+0.8%
0.02%0.0%
BNDX SellVANGUARD TOTAL INTERNATIONAL BOND ETFetf$189,750
-4.2%
3,440
-1.0%
0.02%
-14.3%
PFIX  SIMPLIFY INTEREST RATE HEDGE ETFetf$194,270
-7.7%
5,1750.0%0.02%
-17.2%
MLM  MARTIN MARIETTA MATLS INC COMstock$193,829
+28.9%
4400.0%0.02%
+14.3%
FRA SellBLACKROCK FLOATING RATE INCOME COMcef$182,939
-2.8%
13,622
-3.3%
0.02%
-11.5%
BWA  BORGWARNER INC COMstock$187,041
+4.3%
4,1500.0%0.02%
-8.0%
WEC  WEC ENERGY GROUP INC COMstock$186,763
+10.1%
1,9240.0%0.02%
-4.2%
ED  CONSOLIDATED EDISON INC COMstock$187,704
+17.5%
2,2000.0%0.02%
+4.5%
IWN  ISHARES RUSSELL 2000 VALUE ETFetf$183,319
+3.6%
1,1040.0%0.02%
-8.0%
RMD  RESMED INC COMstock$178,429
-1.2%
6850.0%0.02%
-12.0%
XLP SellCONSUMER STAPLES SELECT SECTOR SPDR FUNDetf$179,512
-3.5%
2,328
-13.9%
0.02%
-15.4%
XLF BuyFINANCIAL SELECT SECTOR SPDR FUNDetf$180,684
+20.9%
4,627
+16.2%
0.02%
+4.8%
DD SellDUPONT DE NEMOURS INC COMstock$180,139
+11.7%
2,230
-6.0%
0.02%0.0%
DAR  DARLING INGREDIENTS INC COMstock$173,779
-3.6%
2,5080.0%0.02%
-12.0%
VSS BuyVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf$180,846
+50.3%
1,350
+50.0%
0.02%
+29.4%
AIG BuyAMERICAN INTL GROUP INC COM NEWstock$179,109
+1179.6%
3,150
+1135.3%
0.02%
+1000.0%
HPQ  HP INC COMstock$180,364
+37.7%
4,7880.0%0.02%
+22.2%
LNC BuyLINCOLN NATL CORP IND COMstock$177,135
+3.3%
2,595
+4.0%
0.02%
-8.3%
SPLV  INVESCO S&P 500 LOW VOLATILITY ETFetf$181,115
+12.8%
2,6390.0%0.02%0.0%
ARE  ALEXANDRIA REAL ESTATE EQ INC COMreit$175,024
+16.7%
7850.0%0.02%
+4.8%
DOCU NewDOCUSIGN INC COMstock$167,541–1,100
+100.0%
0.02%–
CMI SellCUMMINS INC COMstock$169,059
-10.4%
775
-7.7%
0.02%
-19.2%
XRAY  DENTSPLY SIRONA INC COMstock$168,430
-3.9%
3,0190.0%0.02%
-12.5%
MOO  VANECK AGRIBUSINESS ETFetf$171,183
+4.6%
1,7940.0%0.02%
-8.7%
EA SellELECTRONIC ARTS INC COMstock$172,130
-26.9%
1,305
-21.2%
0.02%
-36.4%
HPE  HEWLETT PACKARD ENTERPRISE CO COMstock$170,001
+10.7%
10,7800.0%0.02%0.0%
QQQM BuyINVESCO NASDAQ 100 ETFetf$166,006
+75.2%
1,015
+57.6%
0.02%
+61.5%
KBR BuyKBR INC COMstock$166,670
+102.9%
3,500
+67.9%
0.02%
+90.9%
ETN SellEATON CORP PLC SHSstock$171,092
+10.2%
990
-4.8%
0.02%
-4.5%
PSX  PHILLIPS 66 COMstock$168,687
+3.5%
2,3280.0%0.02%
-8.7%
PLD  PROLOGIS INC. COMreit$172,569
+34.2%
1,0250.0%0.02%
+16.7%
CDNS BuyCADENCE DESIGN SYSTEM INC COMstock$157,093
+48.2%
843
+20.4%
0.02%
+33.3%
TDY BuyTELEDYNE TECHNOLOGIES INC COMstock$158,591
+10.2%
363
+8.4%
0.02%0.0%
XLE BuyENERGY SELECT SECTOR SPDR FUNDetf$161,117
+8.1%
2,903
+1.5%
0.02%
-4.8%
IWS BuyISHARES RUSSELL MID-CAP VALUE ETFetf$163,622
+10.7%
1,337
+2.5%
0.02%
-4.8%
VMC  VULCAN MATLS CO COMstock$160,875
+22.7%
7750.0%0.02%
+11.1%
FUL BuyFULLER H B CO COMstock$155,925
+176.0%
1,925
+120.0%
0.02%
+137.5%
ASML BuyASML HOLDING N V N Y REGISTRY SHSadr$156,043
+14.4%
196
+7.1%
0.02%0.0%
PTLC NewPACER TRENDPILOT US LARGE CAP ETFetf$155,609–3,746
+100.0%
0.02%–
FNV NewFRANCO NEV CORP COMstock$152,119–1,100
+100.0%
0.02%–
USMV  ISHARES MSCI USA MIN VOL FACTOR ETFetf$152,254
+10.1%
1,8820.0%0.02%0.0%
FRST  PRIMIS FINANCIAL CORP COMstock$150,400
+4.0%
10,0000.0%0.02%
-5.0%
TCBI BuyTEXAS CAP BANCSHARES INC COMstock$141,286
+0.6%
2,345
+0.2%
0.02%
-10.0%
ARNC SellARCONIC CORPORATION COMstock$147,984
-32.8%
4,483
-35.8%
0.02%
-41.9%
XYL BuyXYLEM INC COMstock$148,341
+26.7%
1,237
+30.6%
0.02%
+12.5%
SMDV  PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf$145,921
+8.5%
2,1820.0%0.02%
-5.3%
FNB  F N B CORP COMstock$145,560
+4.4%
12,0000.0%0.02%
-5.3%
KLAC BuyKLA CORP COM NEWstock$142,366
+1082.2%
331
+819.4%
0.02%
+800.0%
COF  CAPITAL ONE FINL CORP COMstock$133,338
-10.4%
9190.0%0.02%
-19.0%
VNT BuyVONTIER CORPORATION COMstock$140,590
-2.1%
4,575
+7.0%
0.02%
-15.0%
 AMC ENTMT HLDGS INC CL A NEWstock$136,000
-28.5%
5,0000.0%0.02%
-34.6%
BuyLINDE PLC SHSstock$136,840
+24.4%
395
+5.3%
0.02%
+13.3%
JPS SellNUVEEN PFD & INCOME SECS FD COMcef$138,202
-11.1%
14,218
-10.4%
0.02%
-22.7%
NewATLASSIAN CORPORATION CL Astock$133,452–350
+100.0%
0.02%–
OKTA NewOKTA INC CL Astock$134,502–600
+100.0%
0.02%–
SECT  MAIN SECTOR ROTATION ETFetf$128,642
+10.2%
2,8670.0%0.02%0.0%
TDOC BuyTELADOC HEALTH INC COMstock$128,089
-18.1%
1,395
+13.1%
0.02%
-27.3%
MPC  MARATHON PETE CORP COMstock$131,819
+3.5%
2,0600.0%0.02%
-11.1%
TNL  TRAVEL PLUS LEISURE CO COMstock$127,121
+1.4%
2,3000.0%0.02%
-5.9%
ARCC BuyARES CAPITAL CORP COMcef$130,552
+28.4%
6,161
+23.2%
0.02%
+14.3%
BLDR NewBUILDERS FIRSTSOURCE INC COMstock$127,794–1,491
+100.0%
0.02%–
INFY  INFOSYS LTD SPONSORED ADRadr$127,816
+13.8%
5,0500.0%0.02%0.0%
DVN SellDEVON ENERGY CORP NEW COMstock$129,909
+18.9%
2,949
-4.2%
0.02%
+6.7%
REGL BuyPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$132,714
+30.6%
1,800
+20.0%
0.02%
+14.3%
ENFR BuyALERIAN ENERGY INFRASTRUCTURE ETFetf$130,803
-3.3%
6,903
+0.5%
0.02%
-15.8%
GPC BuyGENUINE PARTS CO COMstock$128,917
+93.3%
920
+67.3%
0.02%
+77.8%
IVV SellISHARES CORE S&P 500 ETFetf$127,356
+9.5%
267
-1.1%
0.02%0.0%
RGLD NewROYAL GOLD INC COMstock$123,622–1,175
+100.0%
0.02%–
NWSA  NEWS CORP NEW CL Astock$123,419
-5.2%
5,5320.0%0.02%
-16.7%
VOX  VANGUARD COMMUNICATION SERVICES ETFetf$123,495
-3.7%
9110.0%0.02%
-16.7%
CB BuyCHUBB LIMITED COMstock$122,945
+29.8%
636
+16.5%
0.02%
+15.4%
VYMI BuyVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf$120,906
+128.8%
1,800
+125.0%
0.02%
+114.3%
DGRO BuyISHARES CORE DIVIDEND GROWTH ETFetf$118,783
+39.9%
2,137
+26.5%
0.02%
+25.0%
XLV BuyHEALTH CARE SELECT SECTOR SPDR FUNDetf$120,179
+24.1%
853
+12.1%
0.02%
+15.4%
TWLO NewTWILIO INC CL Astock$118,503–450
+100.0%
0.02%–
AMD NewADVANCED MICRO DEVICES INC COMstock$122,315–850
+100.0%
0.02%–
BuyATLANTA BRAVES HLDGS INC COM SER Astock$123,165
+8.1%
4,284
+1.2%
0.02%
-6.2%
PNR SellPENTAIR PLC SHSstock$124,151
-3.4%
1,700
-3.9%
0.02%
-16.7%
ETX  EATON VANCE MUN INCOME 2028 TE SHScef$118,250
-3.7%
5,5000.0%0.02%
-11.8%
PH SellPARKER-HANNIFIN CORP COMstock$124,703
-17.9%
392
-27.8%
0.02%
-28.6%
JCOM SellZIFF DAVIS INC COMstock$110,860
-23.8%
1,000
-6.1%
0.01%
-30.0%
ROKU BuyROKU INC COM CL Astock$110,677
-8.3%
485
+26.0%
0.01%
-17.6%
VTIP BuyVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf$115,650
+193.3%
2,250
+200.0%
0.01%
+180.0%
SCHO SellSCHWAB SHORT-TERM US TREASURY ETFetf$110,090
-32.0%
2,165
-31.6%
0.01%
-39.1%
CAH SellCARDINAL HEALTH INC COMstock$108,977
-4.2%
2,116
-8.0%
0.01%
-12.5%
CG  CARLYLE GROUP INC COMstock$109,800
+16.1%
2,0000.0%0.01%
+7.7%
QRVO SellQORVO INC COMstock$113,383
-63.8%
725
-61.3%
0.01%
-68.2%
XLY BuyCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf$114,895
+29.9%
562
+14.0%
0.01%
+16.7%
MMP  MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock$115,403
+1.9%
2,4850.0%0.01%
-12.5%
PNFP  PINNACLE FINL PARTNERS INC COMstock$116,415
+1.5%
1,2190.0%0.01%
-12.5%
IP BuyINTERNATIONAL PAPER CO COMstock$103,591
+113.2%
2,205
+153.7%
0.01%
+85.7%
GIS BuyGENERAL MLS INC COMstock$102,980
+24.9%
1,528
+10.9%
0.01%
+18.2%
XLK BuyTECHNOLOGY SELECT SECTOR SPDR FUNDetf$101,714
+55.5%
585
+33.6%
0.01%
+44.4%
CGW SellINVESCO S&P GLOBAL WATER INDEX ETFetf$102,162
+5.4%
1,685
-2.9%
0.01%0.0%
FIVG  DEFIANCE NEXT GEN CONNECTIVITY ETFetf$102,999
+14.8%
2,4700.0%0.01%
+8.3%
NDAQ  NASDAQ INC COMstock$105,005
+8.8%
5000.0%0.01%0.0%
SLV BuyISHARES SILVER TRUSTetf$100,903
+1194.0%
4,691
+1134.5%
0.01%
+1200.0%
UBER SellUBER TECHNOLOGIES INC COMstock$105,622
-44.8%
2,519
-41.1%
0.01%
-51.9%
BRKS SellAZENTA INC COMstock$108,266
-76.1%
1,050
-76.3%
0.01%
-79.4%
IXC BuyISHARES GLOBAL ENERGY ETFetf$102,519
+2.7%
3,727
+0.3%
0.01%
-7.1%
TDS  TELEPHONE & DATA SYS INC COM NEWstock$104,780
+3.3%
5,2000.0%0.01%
-7.1%
WRK  WESTROCK CO COMstock$102,436
-11.0%
2,3090.0%0.01%
-18.8%
IDXX BuyIDEXX LABS INC COMstock$101,403
+12.5%
154
+6.2%
0.01%0.0%
 QUIDELORTHO CORP COMstock$97,868
-4.4%
7250.0%0.01%
-14.3%
YUMC SellYUM CHINA HLDGS INC COMstock$92,902
-26.1%
1,864
-13.9%
0.01%
-29.4%
IBDD BuyISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf$99,919
-0.7%
3,733
+0.0%
0.01%
-14.3%
MQY  BLACKROCK MUNIYILD QULT FD INC COMcef$96,533
-0.4%
5,9810.0%0.01%
-7.7%
OGN SellORGANON & CO COMMON STOCKstock$99,205
-28.0%
3,258
-22.5%
0.01%
-36.8%
HSY  HERSHEY CO COMstock$100,217
+14.3%
5180.0%0.01%0.0%
OTEX SellOPEN TEXT CORP COMstock$99,708
-10.7%
2,100
-8.3%
0.01%
-25.0%
HLI  HOULIHAN LOKEY INC CL Astock$99,897
+12.4%
9650.0%0.01%0.0%
VTRS SellVIATRIS INC COMstock$98,894
-9.0%
7,309
-8.9%
0.01%
-20.0%
IDV BuyISHARES INTERNATIONAL SELECT DIVIDEND ETFetf$99,948
+34.1%
3,206
+30.9%
0.01%
+20.0%
SE SellSEA LTD SPONSORD ADSadr$99,104
-34.8%
443
-7.1%
0.01%
-42.9%
MSI BuyMOTOROLA SOLUTIONS INC COM NEWstock$87,216
+19.6%
321
+2.2%
0.01%
+10.0%
AVY SellAVERY DENNISON CORP COMstock$90,093
+2.3%
416
-2.1%
0.01%
-8.3%
ZM NewZOOM VIDEO COMMUNICATIONS INC CL Astock$92,139–501
+100.0%
0.01%–
VLO BuyVALERO ENERGY CORP COMstock$92,160
+63.2%
1,227
+53.4%
0.01%
+37.5%
HR SellHEALTHCARE RLTY TR COMreit$91,756
+2.6%
2,900
-3.4%
0.01%
-8.3%
CNC  CENTENE CORP DEL COMstock$91,134
+32.2%
1,1060.0%0.01%
+10.0%
DDOG NewDATADOG INC CL A COMstock$90,836–510
+100.0%
0.01%–
NVG  NUVEEN AMT FREE MUN CR INC FD COMcef$91,802
+4.5%
5,1200.0%0.01%
-8.3%
MNST BuyMONSTER BEVERAGE CORP NEW COMstock$80,289
+19.6%
836
+10.6%
0.01%
+11.1%
MKC  MCCORMICK & CO INC COM NON VTGstock$80,499
+19.2%
8330.0%0.01%
+11.1%
CDK  CDK GLOBAL INC COMstock$81,685
-1.9%
1,9570.0%0.01%
-16.7%
LQD SellISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf$76,994
-51.4%
581
-51.2%
0.01%
-54.5%
EEM BuyISHARES MSCI EMERGING MARKETS ETFetf$83,155
+1.6%
1,702
+4.8%
0.01%
-9.1%
BEN  FRANKLIN RESOURCES INC COMstock$69,157
+12.7%
2,0650.0%0.01%0.0%
USFD  US FOODS HLDG CORP COMstock$70,531
+0.5%
2,0250.0%0.01%
-10.0%
UBSI  UNITED BANKSHARES INC WEST VA COMstock$72,560
-0.3%
2,0000.0%0.01%
-10.0%
EFV SellISHARES MSCI EAFE VALUE ETFetf$74,376
-4.7%
1,476
-3.8%
0.01%
-18.2%
TMHC BuyTAYLOR MORRISON HOME CORP COMstock$69,920
+171.2%
2,000
+100.0%
0.01%
+125.0%
FXL NewFIRST TRUST TECHNOLOGY ALPHADEX FUNDetf$70,631–535
+100.0%
0.01%–
VIAC  PARAMOUNT GLOBAL CLASS B COMstock$74,635
-23.6%
2,4730.0%0.01%
-35.7%
XLI BuyINDUSTRIAL SELECT SECTOR SPDR FUNDetf$76,289
+14.5%
721
+5.9%
0.01%0.0%
ADSK BuyAUTODESK INC COMstock$71,985
+180.5%
256
+184.4%
0.01%
+125.0%
FHLC  FIDELITY MSCI HEALTH CARE INDEX ETFetf$68,660
+7.6%
1,0000.0%0.01%0.0%
PDCO SellPATTERSON COS INC COMstock$70,440
-6.5%
2,400
-4.0%
0.01%
-10.0%
FXR NewFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf$73,956–1,185
+100.0%
0.01%–
PPL SellPPL CORP COMstock$69,138
+1.3%
2,300
-6.0%
0.01%0.0%
BSJM  INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf$74,104
-0.0%
3,1900.0%0.01%
-10.0%
MKL SellMARKEL GROUP INC COMstock$61,700
-39.3%
50
-41.2%
0.01%
-42.9%
IEX  IDEX CORP COMstock$63,097
+14.2%
2670.0%0.01%0.0%
HPF BuyHANCOCK JOHN PFD INCOME FD II COMcef$66,754
-3.6%
3,197
+0.2%
0.01%
-20.0%
EWT  ISHARES MSCI TAIWAN ETFetf$62,280
+7.4%
9350.0%0.01%0.0%
TT  TRANE TECHNOLOGIES PLC SHSstock$63,437
+17.0%
3140.0%0.01%0.0%
RF  REGIONS FINANCIAL CORP NEW COMstock$65,269
+2.3%
2,9940.0%0.01%
-11.1%
PNC SellPNC FINL SVCS GROUP INC COMstock$64,768
-58.8%
323
-59.8%
0.01%
-63.6%
AWR  AMER STATES WTR CO COMstock$60,616
+21.0%
5860.0%0.01%
+14.3%
OR NewOSISKO GOLD ROYALTIES LTD COMstock$61,837–5,050
+100.0%
0.01%–
XLU  UTILITIES SELECT SECTOR SPDR FUNDetf$65,639
+12.1%
9170.0%0.01%0.0%
BIZD  VANECK BDC INCOME ETFetf$62,989
+0.4%
3,6600.0%0.01%
-11.1%
VTR  VENTAS INC COMreit$61,344
-7.4%
1,2000.0%0.01%
-11.1%
SFST  SOUTHERN FIRST BANCSHARES COMstock$62,490
+16.8%
1,0000.0%0.01%
+14.3%
SAND NewSANDSTORM GOLD LTD COM NEWstock$65,162–10,510
+100.0%
0.01%–
DB BuyDEUTSCHE BANK A G NAMEN AKTstock$62,500
+9.4%
5,000
+11.1%
0.01%0.0%
IWB  ISHARES RUSSELL 1000 ETFetf$65,314
+9.4%
2470.0%0.01%0.0%
MYI  BLACKROCK MUNIYIELD QUALITY FD COMcef$57,798
+1.0%
3,9000.0%0.01%
-12.5%
BuyDRAFTKINGS INC NEW COM CL Astock$54,171
-41.9%
1,972
+1.9%
0.01%
-46.2%
EDOW NewFIRST TRUST DOW 30 EQUAL WEIGHT ETFetf$53,613–1,688
+100.0%
0.01%–
 GLOBAL X SUPERDIVIDEND ETFetf$58,970
-7.3%
4,8060.0%0.01%
-22.2%
SellGSK PLC SPONSORED ADRadr$52,920
-6.4%
1,200
-18.9%
0.01%
-12.5%
CME  CME GROUP INC COMstock$56,658
+18.1%
2480.0%0.01%0.0%
 SHELL PLC SPON ADSadr$53,816
-2.6%
1,2400.0%0.01%
-12.5%
IJR BuyISHARES CORE S&P SMALL CAP ETFetf$58,057
+44.9%
507
+38.1%
0.01%
+16.7%
GPI  GROUP 1 AUTOMOTIVE INC COMstock$56,614
+3.9%
2900.0%0.01%
-12.5%
FDN NewFIRST TRUST DOW JONES INTERNET INDEX FUNDetf$56,759–251
+100.0%
0.01%–
MRO SellMARATHON OIL CORP COMstock$59,071
+10.0%
3,598
-8.4%
0.01%0.0%
OKE NewONEOK INC NEW COMstock$58,760–1,000
+100.0%
0.01%–
ELS BuyEQUITY LIFESTYLE PPTYS INC COMreit$59,744
+31.1%
682
+17.0%
0.01%
+16.7%
CC  CHEMOURS CO COMstock$58,724
+15.5%
1,7500.0%0.01%0.0%
SCHC  SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf$55,665
-1.4%
1,3600.0%0.01%
-12.5%
MMS SellMAXIMUS INC COMstock$54,574
-73.3%
685
-72.2%
0.01%
-75.0%
MCHP BuyMICROCHIP TECHNOLOGY INC. COMstock$58,156
+13.4%
668
+100.0%
0.01%0.0%
RHI  ROBERT HALF INC. COMstock$55,760
+11.2%
5000.0%0.01%0.0%
ROK  ROCKWELL AUTOMATION INC COMstock$59,305
+18.6%
1700.0%0.01%0.0%
SNY  SANOFI SPONSORED ADRadr$60,120
+3.9%
1,2000.0%0.01%
-12.5%
FXO NewFIRST TRUST FINANCIALS ALPHADEX FUNDetf$58,590–1,266
+100.0%
0.01%–
QQQJ  INVESCO NASDAQ NEXT GEN 100 ETFetf$51,060
+1.6%
1,5210.0%0.01%
-14.3%
EQIX  EQUINIX INC COMreit$51,596
+7.1%
610.0%0.01%
-14.3%
O NewREALTY INCOME CORP COMreit$44,879–627
+100.0%
0.01%–
BB BuyBLACKBERRY LTD COMstock$46,750
+84.8%
5,000
+92.3%
0.01%
+50.0%
TKR  TIMKEN CO COMstock$50,027
+5.9%
7220.0%0.01%
-14.3%
HRL SellHORMEL FOODS CORP COMstock$48,810
-0.8%
1,000
-16.7%
0.01%
-14.3%
GQRE  FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf$44,472
+12.2%
6000.0%0.01%0.0%
BP  BP PLC SPONSORED ADRadr$48,893
-2.6%
1,8360.0%0.01%
-14.3%
DORM SellDORMAN PRODS INC COMstock$50,855
-31.6%
450
-42.7%
0.01%
-40.0%
ITGR BuyINTEGER HLDGS CORP COMstock$51,354
+15.0%
600
+20.0%
0.01%0.0%
SPG  SIMON PPTY GROUP INC NEW COMreit$51,925
+22.9%
3250.0%0.01%0.0%
MAC  MACERICH CO COMreit$44,410
+3.4%
2,5700.0%0.01%0.0%
FTA NewFIRST TRUST LARGE CAP VALUE ALPHADEX FUNDetf$48,497–694
+100.0%
0.01%–
JXI  ISHARES GLOBAL UTILITIES ETFetf$51,763
+9.9%
8000.0%0.01%
-14.3%
WMB  WILLIAMS COS INC COMstock$48,174
+0.4%
1,8500.0%0.01%
-14.3%
EDIV SellSPDR S&P EMERGING MARKETS DIVIDEND ETFetf$46,542
-11.0%
1,565
-11.3%
0.01%
-14.3%
PEAK  HEALTHPEAK PROPERTIES INC COMreit$46,917
+7.8%
1,3000.0%0.01%0.0%
ACWI  ISHARES MSCI ACWI ETFetf$48,870
+5.9%
4620.0%0.01%0.0%
WTM  WHITE MTNS INS GROUP LTD COMstock$50,695
-5.2%
500.0%0.01%
-14.3%
HLT  HILTON WORLDWIDE HLDGS INC COMstock$48,669
+18.1%
3120.0%0.01%0.0%
ELD BuyWISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf$46,341
-3.8%
1,546
+0.3%
0.01%
-14.3%
FXN NewFIRST TRUST ENERGY ALPHADEX FUNDetf$50,231–4,214
+100.0%
0.01%–
FXG NewFIRST TRUST CONSUMER STAPLES ALPHADEX FUNDetf$48,599–785
+100.0%
0.01%–
HUBS NewHUBSPOT INC COMstock$49,436–75
+100.0%
0.01%–
MDY  SPDR S&P MIDCAP 400 ETF TRUSTetf$51,768
+7.7%
1000.0%0.01%
-14.3%
KHC BuyKRAFT HEINZ CO COMstock$45,511
+61.4%
1,268
+65.5%
0.01%
+50.0%
VOOG BuyVANGUARD S&P 500 GROWTH ETFetf$51,296
+24.1%
170
+9.7%
0.01%0.0%
PGF NewINVESCO FINANCIAL PREFERRED ETFetf$47,050–2,500
+100.0%
0.01%–
AMH  AMERICAN HOMES 4 RENT CL Areit$43,610
+14.4%
1,0000.0%0.01%0.0%
SLB SellSCHLUMBERGER LTD COM STKstock$40,153
-33.6%
1,341
-34.3%
0.01%
-37.5%
PFG  PRINCIPAL FINANCIAL GROUP INC COMstock$37,178
+12.3%
5140.0%0.01%0.0%
GILD  GILEAD SCIENCES INC COMstock$38,919
+4.0%
5360.0%0.01%0.0%
 FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit$36,806
+15.5%
2700.0%0.01%
+25.0%
PEG  PUBLIC SVC ENTERPRISE GRP INC COMstock$40,705
+9.6%
6100.0%0.01%0.0%
FIW NewFIRST TRUST WATER ETFetf$41,143–434
+100.0%
0.01%–
KDP BuyKEURIG DR PEPPER INC COMstock$43,089
+1136.8%
1,169
+1046.1%
0.01%–
FSLY BuyFASTLY INC CL Astock$37,223
+1740.9%
1,050
+2000.0%
0.01%–
SKYY NewFIRST TRUST CLOUD COMPUTING ETFetf$36,821–353
+100.0%
0.01%–
FXU NewFIRST TRUST UTILITIES ALPHADEX FUNDetf$40,407–1,236
+100.0%
0.01%–
SPIB  SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf$40,524
-1.0%
1,1210.0%0.01%
-16.7%
NTAP  NETAPP INC COMstock$36,796
+2.5%
4000.0%0.01%0.0%
CIBR NewFIRST TRUST NASDAQ CYBERSECURITY ETFetf$40,437–766
+100.0%
0.01%–
KKR  KKR & CO INC COMstock$37,250
+22.4%
5000.0%0.01%
+25.0%
BSCS BuyINVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf$40,729
+3523.6%
1,795
+3563.3%
0.01%–
NTES NewNETEASE INC SPONSORED ADSadr$38,168–375
+100.0%
0.01%–
EFG  ISHARES MSCI EAFE GROWTH ETFetf$40,035
+3.6%
3630.0%0.01%0.0%
ULTA  ULTA BEAUTY INC COMstock$41,234
+14.2%
1000.0%0.01%0.0%
AFT  APOLLO SR FLOATING RATE FD INC COMcef$43,497
+2.0%
2,7000.0%0.01%
-16.7%
FXH NewFIRST TRUST HEALTH CARE ALPHADEX FUNDetf$38,490–310
+100.0%
0.01%–
SAN  BANCO SANTANDER S.A. ADRadr$32,900
-9.1%
10,0000.0%0.00%
-20.0%
RWJ  INVESCO S&P SMALLCAP 600 REVENUE ETFetf$31,896
+5.3%
2590.0%0.00%0.0%
VMW NewVMWARE INC CL A COMstock$29,086–251
+100.0%
0.00%–
IVW  ISHARES S&P 500 GROWTH ETFetf$29,787
+13.2%
3560.0%0.00%0.0%
AAWW  ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock$28,236
+15.2%
3000.0%0.00%
+33.3%
USB  US BANCORP DEL COM NEWstock$33,702
-5.5%
6000.0%0.00%
-20.0%
ICF BuyISHARES COHEN & STEERS REIT ETFetf$30,660
+26.7%
403
+8.9%
0.00%
+33.3%
HMC  HONDA MOTOR LTD ADR ECH CNV IN 3adr$28,450
-7.2%
1,0000.0%0.00%0.0%
IWV  ISHARES RUSSELL 3000 ETFetf$33,300
+8.9%
1200.0%0.00%0.0%
JKHY  HENRY JACK & ASSOC INC COMstock$35,903
+1.8%
2150.0%0.00%
-20.0%
VIACA  PARAMOUNT GLOBAL CLASS A COMstock$30,300
-20.7%
9080.0%0.00%
-20.0%
GO  GROCERY OUTLET HLDG CORP COMstock$33,936
+31.1%
1,2000.0%0.00%0.0%
COLD SellAMERICOLD REALTY TRUST INC COMreit$34,430
+7.7%
1,050
-4.6%
0.00%0.0%
CRMT  AMERICAS CAR-MART INC COMstock$34,099
-12.3%
3330.0%0.00%
-20.0%
LEA SellLEAR CORP COM NEWstock$32,016
+4.9%
175
-10.3%
0.00%0.0%
ARKG NewARK GENOMIC REVOLUTION ETFetf$30,130–492
+100.0%
0.00%–
FBHS BuyFORTUNE BRANDS INNOVATIONS INC COMstock$34,743
+210.8%
325
+160.0%
0.00%
+100.0%
 LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock$30,263
+26.1%
5100.0%0.00%
+33.3%
UTHR  UNITED THERAPEUTICS CORP DEL COMstock$33,492
+17.1%
1550.0%0.00%0.0%
SRCL SellSTERICYCLE INC COMstock$35,307
-47.6%
592
-40.3%
0.00%
-55.6%
VGIT NewVANGUARD INTERMEDIATE-TERM TREASURY ETFetf$28,516–429
+100.0%
0.00%–
FREL NewFIDELITY MSCI REAL ESTATE INDEX ETFetf$32,290–930
+100.0%
0.00%–
BBH  VANECK BIOTECH ETFetf$31,241
-6.3%
1650.0%0.00%
-20.0%
MUA  BLACKROCK MUNIASSETS FD INC COMcef$29,720
-2.2%
2,0000.0%0.00%0.0%
OPY  OPPENHEIMER HLDGS INC CL A NON VTGstock$30,141
+2.4%
6500.0%0.00%0.0%
DEM BuyWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf$30,913
+0.2%
714
+1.0%
0.00%0.0%
EPAM NewEPAM SYS INC COMstock$33,423–50
+100.0%
0.00%–
POOL  POOL CORP COMstock$28,300
+30.3%
500.0%0.00%
+33.3%
ZBRA  ZEBRA TECHNOLOGIES CORPORATION CL Astock$35,712
+15.5%
600.0%0.00%0.0%
ALNY  ALNYLAM PHARMACEUTICALS INC COMstock$33,916
-10.2%
2000.0%0.00%
-20.0%
XLB  MATERIALS SELECT SECTOR SPDR FUNDetf$28,542
+14.5%
3150.0%0.00%
+33.3%
RBLX BuyROBLOX CORP CL Astock$28,266
+187.8%
274
+110.8%
0.00%
+300.0%
SPEM  SPDR PORTFOLIO EMERGING MARKETS ETFetf$33,192
-2.4%
8000.0%0.00%
-20.0%
NET SellCLOUDFLARE INC CL A COMstock$30,771
+7.5%
234
-7.9%
0.00%0.0%
KRE  SPDR S&P REGIONAL BANKING ETFetf$28,340
+4.6%
4000.0%0.00%0.0%
MDYG  SPDR S&P 400 MID CAP GROWTH ETFetf$34,732
+7.8%
4260.0%0.00%0.0%
 CANADIAN PACIFIC KANSAS CITY COMstock$35,970
+10.6%
5000.0%0.00%
-20.0%
PBW  INVESCO WILDERHILL CLEAN ENERGY ETFetf$28,568
-7.5%
4000.0%0.00%0.0%
FTCS NewFIRST TRUST CAPITAL STRENGTH ETFetf$25,365–300
+100.0%
0.00%–
SJI  SOUTH JERSEY INDS INC COMstock$20,896
+22.9%
8000.0%0.00%
+50.0%
VONV  VANGUARD RUSSELL 1000 VALUE ETFetf$26,841
+7.3%
3640.0%0.00%0.0%
SWN SellSOUTHWESTERN ENERGY CO COMstock$23,351
-60.8%
5,011
-53.4%
0.00%
-62.5%
 MIRION TECHNOLOGIES INC COM CL Astock$20,940
+2.4%
2,0000.0%0.00%0.0%
VOE  VANGUARD MID-CAP VALUE ETFetf$22,550
+7.7%
1500.0%0.00%0.0%
SCI  SERVICE CORP INTL COMstock$21,297
+17.8%
3000.0%0.00%0.0%
PDP  INVESCO DORSEY WRIGHT MOMENTUM ETFetf$24,103
+5.7%
2550.0%0.00%0.0%
PETS  PETMED EXPRESS INC COMstock$25,260
-6.0%
1,0000.0%0.00%
-25.0%
SLI BuySTANDARD LITHIUM LTD COMstock$20,699
+129.4%
2,110
+90.1%
0.00%
+200.0%
MAR  MARRIOTT INTL INC NEW CL Astock$22,638
+11.6%
1370.0%0.00%0.0%
FNX  FIRST TRUST MID CAP CORE ALPHADEX FUNDetf$28,075
+5.3%
2730.0%0.00%
-25.0%
ETG NewEATON VANCE TX ADV GLBL DIV FD COMcef$22,730–1,000
+100.0%
0.00%–
MFC  MANULIFE FINL CORP COMstock$27,404
-0.9%
1,4370.0%0.00%
-25.0%
MGA  MAGNA INTL INC COMstock$24,282
+7.6%
3000.0%0.00%0.0%
MSM  MSC INDL DIRECT INC CL Astock$23,117
+4.8%
2750.0%0.00%0.0%
ILMN NewILLUMINA INC COMstock$24,729–65
+100.0%
0.00%–
FTXO NewFIRST TRUST NASDAQ BANK ETFetf$22,987–700
+100.0%
0.00%–
FMX SellFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr$21,370
-31.5%
275
-23.6%
0.00%
-25.0%
LMACA  LIBERTY MEDIA ACQUISITION CORP COM SR Astock$20,560
+2.0%
2,0000.0%0.00%0.0%
VV  VANGUARD LARGE-CAP ETFetf$22,102
+10.0%
1000.0%0.00%0.0%
GAM SellGENERAL AMERN INVS CO INC COMcef$27,669
-1.0%
626
-3.5%
0.00%
-25.0%
NewKYNDRYL HLDGS INC COMMON STOCKstock$24,924–1,377
+100.0%
0.00%–
BHK  BLACKROCK CORE BD TR SHS BEN INTcef$24,765
-0.3%
1,5000.0%0.00%0.0%
WELL  WELLTOWER INC COMreit$25,731
+4.1%
3000.0%0.00%0.0%
KAMN  KAMAN CORP COMstock$21,575
+21.0%
5000.0%0.00%
+50.0%
SBCF  SEACOAST BKG CORP FLA COM NEWstock$23,004
+4.7%
6500.0%0.00%0.0%
LIT  GLOBAL X LITHIUM & BATTERY TECH ETFetf$22,799
+3.0%
2700.0%0.00%0.0%
DTE BuyDTE ENERGY CO COMstock$20,202
+431.9%
169
+397.1%
0.00%
+200.0%
NewRIVIAN AUTOMOTIVE INC COM CL Astock$20,738–200
+100.0%
0.00%–
UNFI  UNITED NAT FOODS INC COMstock$26,994
+1.4%
5500.0%0.00%
-25.0%
VRSN  VERISIGN INC COMstock$25,382
+23.8%
1000.0%0.00%0.0%
BUD  ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr$27,248
+7.4%
4500.0%0.00%
-25.0%
DNP  DNP SELECT INCOME FD INC COMcef$24,197
+2.0%
2,2260.0%0.00%0.0%
ROST  ROSS STORES INC COMstock$26,856
+5.0%
2350.0%0.00%
-25.0%
RY  ROYAL BK CDA COMstock$26,747
+6.7%
2520.0%0.00%0.0%
UA BuyUNDER ARMOUR INC CL Cstock$21,648
+488.4%
1,200
+471.4%
0.00%
+200.0%
IWX  ISHARES RUSSELL TOP 200 VALUE ETFetf$28,028
+6.7%
4000.0%0.00%
-25.0%
PFF  ISHARES PREFERRED & INCOME SECURITIES ETFetf$25,630
+1.6%
6500.0%0.00%
-25.0%
AN  AUTONATION INC COMstock$21,500
-4.0%
1840.0%0.00%0.0%
IGIB  ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$26,672
-1.3%
4500.0%0.00%
-25.0%
RDIV  INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf$24,026
+8.2%
5700.0%0.00%0.0%
USIG  ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf$26,764
-0.6%
4480.0%0.00%
-25.0%
AZN  ASTRAZENECA PLC SPONSORED ADRadr$22,664
-3.0%
3890.0%0.00%0.0%
IJT NewISHARES S&P SMALL-CAP 600 GROWTH ETFetf$20,265–146
+100.0%
0.00%–
IWR  ISHARES RUSSELL MIDCAP ETFetf$24,239
+6.1%
2920.0%0.00%0.0%
ES  EVERSOURCE ENERGY COMstock$22,381
+11.3%
2460.0%0.00%0.0%
UPST BuyUPSTART HLDGS INC COMstock$21,333
+34.8%
141
+182.0%
0.00%
+50.0%
SNOW NewSNOWFLAKE INC CL Astock$23,713–70
+100.0%
0.00%–
NEP NewNEXTERA ENERGY PARTNERS LP COM UNIT PART INstock$21,944–260
+100.0%
0.00%–
AGG  ISHARES CORE U.S. AGGREGATE BOND ETFetf$24,299
-0.7%
2130.0%0.00%0.0%
AG NewFIRST MAJESTIC SILVER CORP COMstock$27,775–2,500
+100.0%
0.00%–
QTRX  QUANTERIX CORP COMstock$16,960
-14.8%
4000.0%0.00%
-33.3%
ETSY BuyETSY INC COMstock$15,545
+1145.6%
71
+1083.3%
0.00%–
RYN  RAYONIER INC COMreit$19,776
+13.1%
4900.0%0.00%0.0%
AGCB  ALTIMETER GROWTH CORP 2 COM CL Astock$19,720
-0.3%
2,0000.0%0.00%
-33.3%
TCVA  TCV ACQUISITION CORP CL A SHSstock$19,720
+0.6%
2,0000.0%0.00%
-33.3%
DAL  DELTA AIR LINES INC DEL COM NEWstock$12,232
-8.3%
3130.0%0.00%0.0%
ARLP  ALLIANCE RESOURCE PARTNERS L P UT LTD PARTstock$17,696
+16.3%
1,4000.0%0.00%0.0%
RPAY  REPAY HLDGS CORP COM CL Astock$18,270
-20.7%
1,0000.0%0.00%
-33.3%
BLD  TOPBUILD CORP COMstock$15,175
+34.7%
550.0%0.00%0.0%
DELL  DELL TECHNOLOGIES INC CL Cstock$19,322
-46.0%
3440.0%0.00%
-60.0%
SDY  SPDR S&P DIVIDEND ETFetf$12,912
+9.8%
1000.0%0.00%0.0%
LUV BuySOUTHWEST AIRLS CO COMstock$17,693
-13.6%
413
+3.8%
0.00%
-33.3%
MYD  BLACKROCK MUNIYIELD FD INC COMcef$14,700
-1.0%
1,0000.0%0.00%0.0%
CIEN  CIENA CORP COM NEWstock$15,394
+49.9%
2000.0%0.00%
+100.0%
NVT  NVENT ELECTRIC PLC SHSstock$13,680
+17.5%
3600.0%0.00%0.0%
DGRW NewWISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf$19,758–300
+100.0%
0.00%–
SR  SPIRE INC COMstock$13,044
+6.6%
2000.0%0.00%0.0%
AEE  AMEREN CORP COMstock$19,074
+9.9%
2140.0%0.00%0.0%
WIX BuyWIX COM LTD SHSstock$15,779
+705.1%
100
+900.0%
0.00%–
PEJ  INVESCO LEISURE AND ENTERTAINMENT ETFetf$12,637
-2.7%
2580.0%0.00%0.0%
SPLK BuySPLUNK INC COMstock$16,201
-2.6%
140
+21.7%
0.00%0.0%
IYM  ISHARES U.S. BASIC MATERIALS ETFetf$14,722
+12.6%
1050.0%0.00%0.0%
IDU  ISHARES U.S. UTILITIES ETFetf$17,686
+12.0%
2000.0%0.00%0.0%
BIIB SellBIOGEN INC COMstock$19,194
-38.3%
80
-27.3%
0.00%
-50.0%
 APOLLO GLOBAL MGMT INC COMstock$14,486
+17.6%
2000.0%0.00%0.0%
BSL  BLACKSTONE SENI FLTN RAT 2027 COMcef$17,170
+4.6%
1,0000.0%0.00%0.0%
FXZ NewFIRST TRUST MATERIALS ALPHADEX FUNDetf$16,970–273
+100.0%
0.00%–
CFFI  C & F FINL CORP COMstock$13,719
-3.6%
2680.0%0.00%0.0%
REM  ISHARES MORTGAGE REAL ESTATE ETFetf$13,804
-4.6%
4000.0%0.00%0.0%
MHD  BLACKROCK MUNIHOLDINGS FD INC COMcef$12,402
+2.4%
7400.0%0.00%0.0%
EXP SellEAGLE MATLS INC COMstock$12,485
-22.0%
75
-38.5%
0.00%0.0%
HST  HOST HOTELS & RESORTS INC COMreit$17,390
+6.5%
1,0000.0%0.00%0.0%
HII BuyHUNTINGTON INGALLS INDS INC COMstock$17,180
+117.1%
92
+124.4%
0.00%
+100.0%
PINS BuyPINTEREST INC CL Astock$13,340
+290.7%
367
+447.8%
0.00%–
MAG BuyMAG SILVER CORP COMstock$13,288
+135.7%
848
+143.7%
0.00%
+100.0%
QABA NewFIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUNDetf$17,529–297
+100.0%
0.00%–
PLUG BuyPLUG POWER INC COM NEWstock$15,668
+15.8%
555
+4.7%
0.00%0.0%
ITT NewITT INC COMstock$14,818–145
+100.0%
0.00%–
HASI SellHANNON ARMSTRONG SUST INFR CAP COMreit$13,280
-50.3%
250
-50.0%
0.00%
-50.0%
MIN SellMFS INTER INCOME TR SH BEN INTcef$14,360
-20.7%
4,000
-20.0%
0.00%
-33.3%
MFM  MFS MUN INCOME TR SH BEN INTcef$13,650
+0.1%
1,9500.0%0.00%0.0%
FV  FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf$19,914
+7.4%
4050.0%0.00%
-33.3%
FDL NewFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf$18,918–532
+100.0%
0.00%–
U BuyUNITY SOFTWARE INC COMstock$17,874
+466.3%
125
+400.0%
0.00%–
SEIC  SEI INVTS CO COMstock$12,188
+2.8%
2000.0%0.00%0.0%
LYV BuyLIVE NATION ENTERTAINMENT INC COMstock$14,363
+197.4%
120
+126.4%
0.00%
+100.0%
FTV BuyFORTIVE CORP COMstock$18,996
+43.2%
249
+32.4%
0.00%0.0%
MQT  BLACKROCK MUNIYIELD QUALITY FD COMcef$14,500
+0.8%
1,0000.0%0.00%0.0%
BTWN  MONEYHERO LIMITED ORD SHSstock$19,640
+0.1%
2,0000.0%0.00%
-33.3%
OEF  ISHARES S&P 100 ETFetf$14,024
+11.0%
640.0%0.00%0.0%
IR  INGERSOLL RAND INC COMstock$16,334
+22.7%
2640.0%0.00%0.0%
LEG  LEGGETT & PLATT INC COMstock$13,583
-8.2%
3300.0%0.00%0.0%
DLR BuyDIGITAL RLTY TR INC COMreit$12,204
+92.0%
69
+56.8%
0.00%
+100.0%
VGK  VANGUARD FTSE EUROPE ETFetf$14,740
+4.0%
2160.0%0.00%0.0%
FCX NewFREEPORT-MCMORAN INC CL Bstock$16,692–400
+100.0%
0.00%–
PMO  PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef$14,400
+5.1%
1,0000.0%0.00%0.0%
VPL SellVANGUARD FTSE PACIFIC ETFetf$17,006
-30.1%
218
-27.3%
0.00%
-33.3%
NSIT SellINSIGHT ENTERPRISES INC COMstock$15,990
-63.4%
150
-69.1%
0.00%
-66.7%
DTD BuyWISDOMTREE U.S. TOTAL DIVIDEND FUNDetf$14,561
+10.9%
225
+100.9%
0.00%0.0%
FITB NewFIFTH THIRD BANCORP COMstock$13,805–317
+100.0%
0.00%–
VRSK NewVERISK ANALYTICS INC COMstock$6,176–27
+100.0%
0.00%–
AGCO  AGCO CORP COMstock$5,453
-5.3%
470.0%0.00%0.0%
AMN  AMN HEALTHCARE SVCS INC COMstock$6,117
+6.6%
500.0%0.00%0.0%
AJRD NewAEROJET ROCKETDYNE HLDGS INC COMstock$7,809–167
+100.0%
0.00%–
ABNB BuyAIRBNB INC COM CL Astock$11,821
+21.5%
71
+22.4%
0.00%0.0%
APPN NewAPPIAN CORP CL Astock$9,782–150
+100.0%
0.00%–
ABG NewASBURY AUTOMOTIVE GROUP INC COMstock$6,046–35
+100.0%
0.00%–
ASB NewASSOCIATED BANC CORP COMstock$5,105–226
+100.0%
0.00%–
AXON NewAXON ENTERPRISE INC COMstock$7,850–50
+100.0%
0.00%–
BKR  BAKER HUGHES COMPANY CL Astock$4,812
-2.7%
2000.0%0.00%0.0%
GOLD  BARRICK GOLD CORP COMstock$5,244
+5.3%
2760.0%0.00%0.0%
BIG  BIG LOTS INC COMstock$4,505
+3.9%
1000.0%0.00%0.0%
BKI SellBLACK KNIGHT INC COMstock$8,289
-82.0%
100
-84.4%
0.00%
-83.3%
BLW  BLACKROCK LTD DURATION INCOME COM SHScef$8,425
-1.4%
5000.0%0.00%0.0%
MVT  BLACKROCK MUNIVEST FD II INC COMcef$11,729
+4.2%
7400.0%0.00%
-50.0%
BSX  BOSTON SCIENTIFIC CORP COMstock$10,620
-2.1%
2500.0%0.00%
-50.0%
BRSP NewBRIGHTSPIRE CAPITAL INC COM CL Areit$6,074–592
+100.0%
0.00%–
BIPC  BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock$11,331
+14.0%
1660.0%0.00%0.0%
BURL  BURLINGTON STORES INC COMstock$5,830
+2.8%
200.0%0.00%0.0%
CIT  CIT GROUP INC COM NEWstock$8,933
-1.2%
1740.0%0.00%0.0%
CCMP  CMC MATERIALS INC COMstock$9,585
+55.6%
500.0%0.00%0.0%
CPT  CAMDEN PPTY TR SH BEN INTreit$8,041
+21.2%
450.0%0.00%0.0%
CHX NewCHAMPIONX CORPORATION COMstock$5,558–275
+100.0%
0.00%–
CHKEL BuyCHESAPEAKE ENERGY CORP WT C EXP 020926stock$4,847
+42.9%
148
+27.6%
0.00%–
CHK BuyCHESAPEAKE ENERGY CORP COMstock$4,194
+36.2%
65
+30.0%
0.00%–
CHD  CHURCH & DWIGHT CO INC COMstock$5,125
+24.1%
500.0%0.00%0.0%
CNK  CINEMARK HLDGS INC COMstock$4,836
-16.1%
3000.0%0.00%0.0%
CPNG SellCOUPANG INC CL Astock$6,317
-47.3%
215
-50.0%
0.00%
-50.0%
DTM BuyDT MIDSTREAM INC COMMON STOCKstock$4,030
+412.7%
84
+394.1%
0.00%–
DKS  DICKS SPORTING GOODS INC COMstock$6,209
-4.0%
540.0%0.00%0.0%
DOCN NewDIGITALOCEAN HLDGS INC COMstock$8,033–100
+100.0%
0.00%–
DFS SellDISCOVER FINL SVCS COMstock$5,778
-54.3%
50
-51.5%
0.00%
-50.0%
DY  DYCOM INDS INC COMstock$9,376
+31.6%
1000.0%0.00%0.0%
DT NewDYNATRACE INC COM NEWstock$4,043–67
+100.0%
0.00%–
JETS  U.S. GLOBAL JETS ETFetf$7,382
-10.7%
3500.0%0.00%0.0%
EQX NewEQUINOX GOLD CORP COMstock$10,066–1,489
+100.0%
0.00%–
EQR  EQUITY RESIDENTIAL SH BEN INTreit$9,050
+11.8%
1000.0%0.00%0.0%
FHN  FIRST HORIZON CORPORATION COMstock$11,660
+0.2%
7140.0%0.00%
-50.0%
FPF  FIRST TR INTER DURATN PFD & IN COMcef$9,203
-1.9%
3750.0%0.00%0.0%
FIF  FIRST TR ENERGY INFRASTRCTR FD COMcef$4,333
+6.2%
3200.0%0.00%0.0%
QDF  FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf$5,275
+10.2%
860.0%0.00%0.0%
FLR  FLUOR CORP NEW COMstock$9,908
+55.1%
4000.0%0.00%0.0%
FLAX  FRANKLIN FTSE ASIA EX JAPAN ETFetf$10,226
-2.6%
3930.0%0.00%0.0%
FRPT  FRESHPET INC COMstock$9,527
-33.2%
1000.0%0.00%
-50.0%
FLGT NewFULGENT GENETICS INC COMstock$7,444–74
+100.0%
0.00%–
FF BuyFUTUREFUEL CORP COMstock$7,708
+112.4%
1,009
+98.2%
0.00%0.0%
GPS NewGAP INC COMstock$8,825–500
+100.0%
0.00%–
GM BuyGENERAL MTRS CO COMstock$8,501
+258.4%
145
+222.2%
0.00%–
QYLD  GLOBAL X NASDAQ 100 COVERED CALL ETFetf$4,438
+0.6%
2000.0%0.00%0.0%
EAF BuyGRAFTECH INTL LTD COMstock$11,861
+14.7%
1,003
+0.1%
0.00%0.0%
GPK  GRAPHIC PACKAGING HLDG CO COMstock$6,825
+2.4%
3500.0%0.00%0.0%
HBI  HANESBRANDS INC COMstock$9,597
-2.6%
5740.0%0.00%0.0%
HXL  HEXCEL CORP NEW COMstock$11,655
-12.8%
2250.0%0.00%
-50.0%
HWM  HOWMET AEROSPACE INC COMstock$10,599
+2.0%
3330.0%0.00%0.0%
HIIIU NewHUDSON EXECUTIVE INVES III UNIT EX 022226stock$11,760–1,200
+100.0%
0.00%–
IEP NewICAHN ENTERPRISES LP DEPOSITARY UNITstock$8,926–180
+100.0%
0.00%–
ADRE  INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf$4,572
-5.5%
1000.0%0.00%0.0%
IIM  INVESCO VALUE MUN INCOME TR COMcef$7,191
+4.5%
4220.0%0.00%0.0%
OIA  INVESCO MUNI INCOME OPP TRST COMcef$12,000
+0.6%
1,5000.0%0.00%
-50.0%
PBJ  INVESCO FOOD & BEVERAGE ETFetf$7,889
+7.1%
1750.0%0.00%0.0%
BSJP  INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf$9,824
-0.1%
4000.0%0.00%0.0%
BSJO  INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf$9,992
-0.2%
4000.0%0.00%0.0%
BSJN  INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf$12,013
-0.1%
4750.0%0.00%
-50.0%
TLT NewISHARES 20 YEAR TREASURY BOND ETFetf$6,817–46
+100.0%
0.00%–
IEF  ISHARES 7-10 YEAR TREASURY BOND ETFetf$5,175
-0.2%
450.0%0.00%0.0%
IWP NewISHARES RUSSELL MID-CAP GROWTH ETFetf$5,300–46
+100.0%
0.00%–
IWO  ISHARES RUSSELL 2000 GROWTH ETFetf$11,722
-0.2%
400.0%0.00%
-50.0%
IYH  ISHARES U.S. HEALTHCARE ETFetf$8,711
+8.9%
290.0%0.00%0.0%
IYG NewISHARES US FINANCIAL SERVICES ETFetf$4,248–22
+100.0%
0.00%–
AAXJ NewISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFetf$6,120–74
+100.0%
0.00%–
IEI NewISHARES 3-7 YEAR TREASURY BOND ETFetf$6,948–54
+100.0%
0.00%–
NEAR NewBLACKROCK SHORT DURATION BOND ETFetf$6,244–125
+100.0%
0.00%–
IEUR NewISHARES CORE MSCI EUROPE ETFetf$6,339–109
+100.0%
0.00%–
KYN  KAYNE ANDERSON ENERGY INFRSTR COMcef$7,011
-2.6%
9000.0%0.00%0.0%
KN NewKNOWLES CORP COMstock$6,421–275
+100.0%
0.00%–
LEN  LENNAR CORP CL Astock$6,389
+24.0%
550.0%0.00%0.0%
 LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock$4,068
+7.1%
800.0%0.00%0.0%
NewLUCID GROUP INC COMstock$7,610–200
+100.0%
0.00%–
MTB  M & T BK CORP COMstock$7,679
+2.8%
500.0%0.00%0.0%
MAS SellMASCO CORP COMstock$8,075
-61.5%
115
-69.6%
0.00%
-66.7%
MRCY NewMERCURY SYS INC COMstock$11,012–200
+100.0%
0.00%–
MAA  MID-AMER APT CMNTYS INC COMreit$5,599
+23.2%
240.0%0.00%0.0%
MHK NewMOHAWK INDS INC COMstock$7,652–42
+100.0%
0.00%–
MPWR NewMONOLITHIC PWR SYS INC COMstock$4,440–9
+100.0%
0.00%–
NCR  NCR VOYIX CORPORATION COMstock$10,050
+3.7%
2500.0%0.00%0.0%
NJR  NEW JERSEY RES CORP COMstock$8,212
+18.0%
2000.0%0.00%0.0%
NEM  NEWMONT CORP COMstock$4,093
+14.2%
660.0%0.00%–
NUV BuyNUVEEN MUN VALUE FD INC COMcef$6,367
-7.8%
613
+0.5%
0.00%0.0%
PKG  PACKAGING CORP AMER COMstock$11,845
-0.9%
870.0%0.00%
-50.0%
PENN  PENN ENTERTAINMENT INC COMstock$10,370
-28.4%
2000.0%0.00%
-50.0%
PBCT  PEOPLES UNITED FINANCIAL INC COMstock$6,683
+2.0%
3750.0%0.00%0.0%
PETQ  PETIQ INC COM CL Astock$11,355
-9.1%
5000.0%0.00%
-50.0%
DOC NewPHYSICIANS RLTY TR COMreit$9,415–500
+100.0%
0.00%–
PMX  PIMCO MUN INCOME FD III COMcef$9,881
+1.8%
7750.0%0.00%0.0%
 PROSHARES ULTRASHORT S&P500etf$7,971
-20.3%
1,1290.0%0.00%0.0%
NOBL  PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf$4,909
+10.9%
500.0%0.00%0.0%
PWR NewQUANTA SVCS INC COMstock$9,975–87
+100.0%
0.00%–
ROL SellROLLINS INC COMstock$8,895
-16.1%
260
-13.3%
0.00%0.0%
 SPX TECHNOLOGIES INC COMstock$4,774
+11.6%
800.0%0.00%0.0%
SAP  SAP SE SPON ADRadr$7,006
+3.8%
500.0%0.00%0.0%
SCHN  SCHNITZER STEEL INDS INC CL Astock$6,127
+18.5%
1180.0%0.00%0.0%
FNDC  SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf$11,217
-3.4%
3000.0%0.00%
-50.0%
XLC NewCOMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf$11,652–150
+100.0%
0.00%–
SMAR NewSMARTSHEET INC COM CL Astock$11,618–150
+100.0%
0.00%–
NewSOLO BRANDS INC COM CL Astock$4,298–275
+100.0%
0.00%–
SONO BuySONOS INC COMstock$9,238
+1327.8%
310
+1450.0%
0.00%–
SU  SUNCOR ENERGY INC NEW COMstock$7,008
+20.7%
2800.0%0.00%0.0%
SXC  SUNCOKE ENERGY INC COMstock$6,759
+4.9%
1,0260.0%0.00%0.0%
NewSYLVAMO CORP COMMON STOCKstock$5,550–199
+100.0%
0.00%–
SYNA  SYNAPTICS INC COMstock$11,580
+61.1%
400.0%0.00%0.0%
TJX  TJX COS INC NEW COMstock$7,364
+15.1%
970.0%0.00%0.0%
TLGA NewELECTRIQ PWR HLDGS INC COM SHSstock$11,676–1,200
+100.0%
0.00%–
TRP  TC ENERGY CORP COMstock$4,840
-3.2%
1040.0%0.00%0.0%
TEN  TENNECO INC CL A VTG COM STKstock$4,520
-20.8%
4000.0%0.00%0.0%
TDC  TERADATA CORP DEL COMstock$4,502
-25.9%
1060.0%0.00%0.0%
TTE  TOTALENERGIES SE SPONSORED ADSadr$7,419
+3.2%
1500.0%0.00%0.0%
TRMB  TRIMBLE INC COMstock$7,062
+6.0%
810.0%0.00%0.0%
TRUP NewTRUPANION INC COMstock$6,602–50
+100.0%
0.00%–
UHS  UNIVERSAL HLTH SVCS INC CL Bstock$5,999
-6.1%
460.0%0.00%0.0%
EVX  VANECK ENVIRONMENTAL SERVICES ETFetf$6,117
+6.7%
400.0%0.00%0.0%
PPH  VANECK PHARMACEUTICAL ETFetf$4,464
+5.7%
580.0%0.00%0.0%
IVOV  VANGUARD S&P MID-CAP 400 VALUE ETFetf$11,636
+6.0%
690.0%0.00%
-50.0%
VDE  VANGUARD ENERGY ETFetf$11,331
+5.0%
1460.0%0.00%
-50.0%
VCYT  VERACYTE INC COMstock$9,600
-11.3%
2330.0%0.00%
-50.0%
VVI  VIAD CORP COMstock$5,392
-5.8%
1260.0%0.00%0.0%
WAB  WABTEC COMstock$6,263
+6.8%
680.0%0.00%0.0%
WCN  WASTE CONNECTIONS INC COMstock$5,587
+8.2%
410.0%0.00%0.0%
WST NewWEST PHARMACEUTICAL SVSC INC COMstock$6,097–13
+100.0%
0.00%–
WDAY  WORKDAY INC CL Astock$4,098
+9.3%
150.0%0.00%0.0%
NCLH  NORWEGIAN CRUISE LINE HLDG LTD SHSstock$4,563
-22.3%
2200.0%0.00%0.0%
ALC SellALCON AG ORD SHSstock$10,454
-7.2%
120
-14.3%
0.00%
-50.0%
CRSP BuyCRISPR THERAPEUTICS AG NAMEN AKTstock$10,609
+137.0%
140
+250.0%
0.00%0.0%
LOGI NewLOGITECH INTL S A SHSstock$4,124–50
+100.0%
0.00%–
FVRR NewFIVERR INTL LTD ORD SHSstock$5,685–50
+100.0%
0.00%–
INMD NewINMODE LTD SHSstock$10,587–150
+100.0%
0.00%–
LYB NewLYONDELLBASELL INDUSTRIES N V SHS - A -stock$4,612–50
+100.0%
0.00%–
RCL  ROYAL CARIBBEAN GROUP COMstock$9,228
-13.5%
1200.0%0.00%0.0%
FNDA  SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf$2,224
+5.6%
400.0%0.00%–
ROKU NewROKU INC COM CL Acall$46–200
+100.0%
0.00%–
RIOT SellRIOT PLATFORMS INC COMstock$983
-56.0%
44
-49.4%
0.00%–
RMR NewRMR GROUP INC CL Astock$1,144–33
+100.0%
0.00%–
PYR BuyPYROGENESIS CDA INC COMstock$3,975
-1.1%
1,500
+50.0%
0.00%
-100.0%
PUBM NewPUBMATIC INC COM CL Astock$3,405–100
+100.0%
0.00%–
PII NewPOLARIS INC COMstock$1,429–13
+100.0%
0.00%–
PAA  PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock$1,784
-8.1%
1910.0%0.00%–
GOEV ExitCANOO INC COM CL Astock$0–-137
-100.0%
0.00%–
OBCI ExitOCEAN BIO CHEM INC COMstock$0–-104
-100.0%
0.00%–
ZNGA ExitZYNGA INC CL Astock$0–-180
-100.0%
0.00%–
BITF ExitBITFARMS LTD COMstock$0–-418
-100.0%
0.00%–
IYK ExitISHARES U.S. CONSUMER STAPLES ETFetf$0–-10
-100.0%
0.00%–
OTLY ExitOATLY GROUP AB SPONSORED ADSadr$0–-100
-100.0%
0.00%–
ExitOUSTER INC COM NEWstock$0–-307
-100.0%
0.00%–
NVO ExitNOVO-NORDISK A S ADRcall$0–0
+100.0%
0.00%–
SDGR ExitSCHRODINGER INC COMstock$0–-39
-100.0%
0.00%–
SMH  VANECK SEMICONDUCTOR ETFetf$1,853
+20.5%
60.0%0.00%–
UPLD  UPLAND SOFTWARE INC COMstock$305
-46.3%
170.0%0.00%–
GDXJ  VANECK JUNIOR GOLD MINERS ETFetf$1,677
+9.3%
400.0%0.00%–
TPC  TUTOR PERINI CORP COMstock$619
-4.6%
500.0%0.00%–
 THOMSON REUTERS CORP. COMstock$1,555
+8.3%
130.0%0.00%–
SKT SellTANGER INC COMreit$1,970
-20.3%
102
-32.9%
0.00%–
TSM NewTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADScall$36–300
+100.0%
0.00%–
TMUS SellT-MOBILE US INC COMstock$3,247
-97.2%
28
-96.9%
0.00%
-100.0%
RUN SellSUNRUN INC COMstock$515
-75.1%
15
-68.1%
0.00%–
SPR  SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock$3,663
-2.5%
850.0%0.00%
-100.0%
SNA  SNAP ON INC COMstock$3,231
+3.1%
150.0%0.00%–
NOW NewSERVICENOW INC COMcall$65–100
+100.0%
0.00%–
SE NewSEA LTD SPONSORD ADScall$157–700
+100.0%
0.00%–
SCHR  SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf$1,291
-1.0%
230.0%0.00%–
KBE  SPDR S&P BANK ETFetf$2,728
+3.1%
500.0%0.00%–
PINS NewPINTEREST INC CL Acall$72–2,000
+100.0%
0.00%–
PMCB  PHARMACYTE BIOTECH INC COM NEWstock$68
-20.9%
270.0%0.00%–
NewORION OFFICE REIT INC COMreit$1,139–61
+100.0%
0.00%–
 ORGANIGRAM HLDGS INC COMstock$350
-23.9%
2000.0%0.00%–
OKTA NewOKTA INC CL Acall$45–200
+100.0%
0.00%–
OXYWS  OCCIDENTAL PETE CORP WT EXP 080327stock$416
+6.4%
330.0%0.00%–
NUS  NU SKIN ENTERPRISES INC CL Astock$2,538
+25.4%
500.0%0.00%–
NLOK  GEN DIGITAL INC COMstock$2,598
+2.7%
1000.0%0.00%–
NGD  NEW GOLD INC CDA COMstock$2,250
+41.5%
1,5000.0%0.00%–
NRG  NRG ENERGY INC COM NEWstock$1,637
+5.5%
380.0%0.00%–
MDB NewMONGODB INC CL Acall$53–100
+100.0%
0.00%–
TAP  MOLSON COORS BEVERAGE CO CL Bstock$1,3910.0%300.0%0.00%–
VEC  V2X INC COMstock$503
-9.0%
110.0%0.00%–
NERV  MINERVA NEUROSCIENCES INC COM NEWstock$80
-54.0%
1000.0%0.00%–
MSTR  MICROSTRATEGY INC CL A NEWstock$1,633
-5.9%
30.0%0.00%–
MSFT NewMICROSOFT CORP COMcall$101–300
+100.0%
0.00%–
MAT  MATTEL INC COMstock$1,186
+16.2%
550.0%0.00%–
MSGE  SPHERE ENTERTAINMENT CO CL Astock$985
-3.1%
140.0%0.00%–
LTHM  LIVENT CORP COMstock$2,097
+5.5%
860.0%0.00%–
 LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock$2,034
+7.8%
400.0%0.00%–
 LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock$1,265
+23.1%
200.0%0.00%–
LBRDK  LIBERTY BROADBAND CORP COM SER Cstock$3,222
-6.7%
200.0%0.00%–
LBRDA  LIBERTY BROADBAND CORP COM SER Astock$1,609
-4.5%
100.0%0.00%–
LMND NewLEMONADE INC COMstock$211–5
+100.0%
0.00%–
LVS  LAS VEGAS SANDS CORP COMstock$1,694
+2.9%
450.0%0.00%–
JD  JD.COM INC SPON ADR CL Aadr$2,803
-3.0%
400.0%0.00%–
IZEA  IZEA WORLDWIDE INC COM NEWstock$2,045
-30.2%
1,5260.0%0.00%–
ITRI  ITRON INC COMstock$3,426
-9.4%
500.0%0.00%
-100.0%
IBDQ  ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf$2,114
-1.6%
800.0%0.00%–
VRTX  VERTEX PHARMACEUTICALS INC COMstock$2,196
+21.1%
100.0%0.00%–
GOVT  ISHARES U.S. TREASURY BOND ETFetf$1,094
+0.6%
410.0%0.00%–
HYG NewISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf$3,393–39
+100.0%
0.00%–
SCZ  ISHARES MSCI EAFE SMALL-CAP ETFetf$3,801
-1.8%
520.0%0.00%
-100.0%
SPCE  VIRGIN GALACTIC HOLDINGS INC COMstock$803
-47.1%
600.0%0.00%–
IXP  ISHARES GLOBAL COMM SERVICES ETFetf$2,878
-2.8%
350.0%0.00%–
TUR  ISHARES MSCI TURKEY ETFetf$1,858
-12.6%
1000.0%0.00%–
PGX  INVESCO PREFERRED ETFetf$3,750
-0.2%
2500.0%0.00%
-100.0%
IPI  INTREPID POTASH INC COMstock$855
+38.3%
200.0%0.00%–
IPG NewINTERPUBLIC GROUP COS INC COMstock$1,985–53
+100.0%
0.00%–
GRWG SellGROWGENERATION CORP COMstock$1,305
-82.4%
100
-66.7%
0.00%
-100.0%
GDRX ExitGOODRX HLDGS INC COM CL Astock$0–-60
-100.0%
0.00%–
GER  GOLDMAN SACHS MLP ENERGY RENAI COMcef$1,710
-4.3%
1660.0%0.00%–
GMED NewGLOBUS MED INC CL Astock$3,610–50
+100.0%
0.00%–
RNG ExitRINGCENTRAL INC CL Astock$0–-14
-100.0%
0.00%–
GOEX  GLOBAL X GOLD EXPLORERS ETFetf$1,467
+10.1%
500.0%0.00%–
SIL  GLOBAL X SILVER MINERS ETFetf$1,467
+4.5%
400.0%0.00%–
FINX  GLOBAL X FINTECH ETFetf$2,002
-16.6%
500.0%0.00%–
FLO  FLOWERS FOODS INC COMstock$2,582
+16.3%
940.0%0.00%–
TDIV  FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf$3,268
+11.3%
520.0%0.00%–
DIBS New1STDIBS COM INC COMstock$2,502–200
+100.0%
0.00%–
FR  FIRST INDL RLTY TR INC COMreit$1,904
+27.7%
290.0%0.00%–
FMC  FMC CORP COM NEWstock$769
+20.0%
70.0%0.00%–
ETSY NewETSY INC COMcall$66–300
+100.0%
0.00%–
ESS NewESSEX PPTY TR INC COMreit$3,875–11
+100.0%
0.00%–
DON NewWISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf$3,638–82
+100.0%
0.00%–
ENPH NewENPHASE ENERGY INC COMstock$1,829–10
+100.0%
0.00%–
ENS NewENERSYS COMstock$2,372–30
+100.0%
0.00%–
CVNA ExitCARVANA CO CL Astock$0–-7
-100.0%
0.00%–
MJ  ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf$1,773
-23.0%
1600.0%0.00%–
WYNN  WYNN RESORTS LTD COMstock$1,701
+0.4%
200.0%0.00%–
DRE  DUKE REALTY CORP COM NEWreit$1,997
+37.4%
300.0%0.00%–
DISCK  DISCOVERY INC COM SER Cstock$2,405
-5.6%
1050.0%0.00%–
QQQE  DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf$1,365
+2.9%
160.0%0.00%–
DDS SellDILLARDS INC CL Astock$2,205
-46.7%
9
-62.5%
0.00%
-100.0%
DM  DESKTOP METAL INC COM CL Astock$1,238
-31.0%
2500.0%0.00%–
CRON  CRONOS GROUP INC COMstock$310
-30.6%
790.0%0.00%–
CHS NewCHICOS FAS INC COMstock$1,614–300
+100.0%
0.00%–
CHGG  CHEGG INC COMstock$1,535
-54.9%
500.0%0.00%–
CERE  CEREVEL THERAPEUTICS HLDNG INC COMstock$3,242
+9.9%
1000.0%0.00%–
 CANOPY GROWTH CORP COM NEWstock$742
-37.0%
850.0%0.00%–
CF NewCF INDS HLDGS INC COMstock$3,539–50
+100.0%
0.00%–
CDW NewCDW CORP COMstock$2,867–14
+100.0%
0.00%–
BAMR SellBROOKFIELD REINS LTD CL A EXCH LT VTGstock$1,628
-30.2%
26
-38.1%
0.00%–
NewBRILLIANT EARTH GROUP INC CL A COMstock$3,612–200
+100.0%
0.00%–
BHF  BRIGHTHOUSE FINL INC COMstock$570
+14.5%
110.0%0.00%–
BLNK BuyBLINK CHARGING CO COMstock$1,882
+64.5%
71
+77.5%
0.00%–
BKH  BLACK HILLS CORP COMstock$2,541
+12.5%
360.0%0.00%–
BIO NewBIO RAD LABS INC CL Astock$3,778–5
+100.0%
0.00%–
BERY NewBERRY GLOBAL GROUP INC COMstock$1,476–20
+100.0%
0.00%–
VITL ExitVITAL FARMS INC COMstock$0–-186
-100.0%
0.00%–
NVCR NewNOVOCURE LTD ORD SHSstock$1,877–25
+100.0%
0.00%–
WRB  BERKLEY W R CORP COMstock$2,966
+12.6%
360.0%0.00%–
BBVA  BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr$1,239
-10.9%
2110.0%0.00%–
AXON NewAXON ENTERPRISE INC COMcall$79–500
+100.0%
0.00%–
AVTR NewAVANTOR INC COMstock$1,686–40
+100.0%
0.00%–
TPGY  TPG PACE BEN FIN CORP CL A COMstock$10
-9.1%
10.0%0.00%–
AVNS  AVANOS MED INC COMstock$1,699
+11.1%
490.0%0.00%–
ADSK NewAUTODESK INC COMcall$84–300
+100.0%
0.00%–
NewBUNGE GLOBAL SA COM SHSstock$1,494–16
+100.0%
0.00%–
 ATLANTA BRAVES HLDGS INC COM SER Cstock$2,810
+6.4%
1000.0%0.00%–
BTAI ExitBIOXCEL THERAPEUTICS INC COMstock$0–-34
-100.0%
0.00%–
AIMC  ALTRA INDL MOTION CORP COMstock$1,341
-6.8%
260.0%0.00%–
AMG  AFFILIATED MANAGERS GROUP INC COMstock$2,632
+8.9%
160.0%0.00%–
SellAEGON LTD AMER REG 1 CERTadr$909
-54.0%
184
-52.6%
0.00%–
SM ExitSM ENERGY CO COMstock$0–0
+100.0%
0.00%–
CAG ExitCONAGRA BRANDS INC COMstock$0–-50
-100.0%
0.00%–
AAQC  ACCELERATE ACQUISITION CORP COM CL Astock$583
-0.2%
600.0%0.00%–
WIX NewWIX COM LTD SHScall$47–300
+100.0%
0.00%–
ARKK  ARK INNOVATION ETFetf$2,884
-14.4%
300.0%0.00%–
ECHO ExitECHO GLOBAL LOGISTICS INC COMstock$0–-21
-100.0%
0.00%–
SBSW ExitSIBANYE STILLWATER LTD SPONSORED ADRadr$0–0
+100.0%
0.00%–
BRBS ExitBLUE RIDGE BANKSHARES INC VA COMstock$0–-57
-100.0%
0.00%–
CCJ ExitCAMECO CORP COMstock$0–0
+100.0%
0.00%–
PSTG ExitPURE STORAGE INC CL Astock$0–-38
-100.0%
0.00%–
CURI ExitCURIOSITYSTREAM INC COM CL Astock$0–-82
-100.0%
0.00%–
CNHI ExitCNH INDL N V SHSstock$0–-124
-100.0%
0.00%–
ANF ExitABERCROMBIE & FITCH CO CL Astock$0–-55
-100.0%
0.00%–
ExitGOHEALTH INC CL A NEWstock$0–-191
-100.0%
0.00%–
ExitALKALINE WTR CO INC COMstock$0–-1,000
-100.0%
0.00%–
ASTS ExitAST SPACEMOBILE INC COM CL Astock$0–-212
-100.0%
0.00%–
ALGM ExitALLEGRO MICROSYSTEMS INC COMstock$0–-29
-100.0%
0.00%–
DBX ExitDROPBOX INC CL Astock$0–0
+100.0%
0.00%–
PVH ExitPVH CORPORATION COMstock$0–-17
-100.0%
0.00%–
SKLZ ExitSKILLZ INC COM CL Astock$0–-89
-100.0%
0.00%–
EDIT ExitEDITAS MEDICINE INC COMstock$0–-50
-100.0%
0.00%–
ExitPAYSAFE LIMITED SHSstock$0–-232
-100.0%
0.00%–
GDDY ExitGODADDY INC CL Astock$0–-100
-100.0%
-0.00%–
SHYF ExitSHYFT GROUP INC COMstock$0–-172
-100.0%
-0.00%–
X ExitUNITED STATES STL CORP NEW COMstock$0–-314
-100.0%
-0.00%–
BLMN ExitBLOOMIN BRANDS INC COMstock$0–-215
-100.0%
-0.00%–
NI ExitNISOURCE INC COMstock$0–-350
-100.0%
-0.00%–
CYH ExitCOMMUNITY HEALTH SYS INC NEW COMstock$0–-443
-100.0%
-0.00%–
PXD ExitPIONEER NAT RES CO COMstock$0–-45
-100.0%
-0.00%–
DIV ExitGLOBAL X SUPERDIVIDEND US ETFetf$0–-260
-100.0%
-0.00%–
EWZ ExitISHARES MSCI BRAZIL ETFetf$0–-150
-100.0%
-0.00%–
TITN ExitTITAN MACHY INC COMstock$0–-204
-100.0%
-0.00%–
MP ExitMP MATERIALS CORP COM CL Astock$0–-182
-100.0%
-0.00%–
PHG ExitKONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr$0–-400
-100.0%
-0.00%–
SAVA ExitCASSAVA SCIENCES INC COMstock$0–-185
-100.0%
-0.00%–
GXC ExitSPDR S&P CHINA ETFetf$0–-150
-100.0%
-0.00%–
DXC ExitDXC TECHNOLOGY CO COMstock$0–-740
-100.0%
-0.00%–
EXC ExitEXELON CORP COMstock$0–-500
-100.0%
-0.00%–
MBB ExitISHARES MBS ETFetf$0–-200
-100.0%
-0.00%–
EIX ExitEDISON INTL COMstock$0–-500
-100.0%
-0.00%–
JEF ExitJEFFERIES FINL GROUP INC COMstock$0–-1,055
-100.0%
-0.01%–
ExitCOHERENT CORP COMstock$0–-615
-100.0%
-0.01%–
ROCK ExitGIBRALTAR INDS INC COMstock$0–-775
-100.0%
-0.01%–
IPGP ExitIPG PHOTONICS CORP COMstock$0–-415
-100.0%
-0.01%–
TPB ExitTURNING PT BRANDS INC COMstock$0–-3,825
-100.0%
-0.02%–
TTI ExitTETRA TECHNOLOGIES INC DEL COMstock$0–-63,000
-100.0%
-0.03%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-01-02
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD SHORT-TERM CORPORATE BOND ETF32Q4 20234.7%
VISA INC COM CL A32Q4 20233.9%
MICROSOFT CORP COM32Q4 20234.2%
APPLE INC COM32Q4 20232.7%
JOHNSON & JOHNSON COM32Q4 20231.9%
EXXON MOBIL CORP COM32Q4 20233.1%
DISNEY WALT CO COM32Q4 20232.1%
ABBVIE INC COM32Q4 20231.8%
ALPHABET INC CAP STK CL C32Q4 20231.9%
UNION PAC CORP COM32Q4 20231.4%

View Anchor Investment Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03
13F-HR2024-01-03

View Anchor Investment Management, LLC's complete filings history.

All filings

View complete filings history.

Export Anchor Investment Management, LLC's holdings

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