$793 Million is the total value of Anchor Investment Management, LLC's 991 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP COMstock | $26,893,229 | -7.8% | 87,228 | +0.6% | 3.39% | -6.3% |
V | Buy | VISA INC COM CL Astock | $21,210,427 | +2.8% | 95,642 | +0.5% | 2.68% | +4.4% |
AAPL | Buy | APPLE INC COMstock | $19,348,489 | +0.2% | 110,810 | +1.9% | 2.44% | +1.8% |
QQQ | Sell | INVESCO QQQ TRUST SERIES Ietf | $15,320,910 | -9.2% | 42,260 | -0.4% | 1.93% | -7.8% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $14,502,510 | -6.2% | 269,313 | +98.3% | 1.83% | -4.7% |
SCHP | Buy | SCHWAB US TIPS ETFetf | $13,710,251 | -2.2% | 225,832 | +1.4% | 1.73% | -0.6% |
ABBV | Buy | ABBVIE INC COMstock | $13,078,537 | +26.3% | 80,677 | +5.5% | 1.65% | +28.3% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $12,719,276 | -3.1% | 4,554 | +0.4% | 1.60% | -1.5% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $12,162,152 | +9.7% | 68,624 | +5.8% | 1.53% | +11.3% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $11,300,689 | -0.4% | 52,694 | -0.4% | 1.43% | +1.2% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $11,241,670 | -10.0% | 143,958 | -6.3% | 1.42% | -8.6% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETFetf | $10,734,979 | -12.9% | 25,775 | -4.2% | 1.35% | -11.6% |
UNP | Sell | UNION PAC CORP COMstock | $9,945,811 | +4.6% | 36,404 | -3.5% | 1.26% | +6.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $9,429,402 | +19.6% | 26,719 | +1.4% | 1.19% | +21.6% |
DIS | Sell | DISNEY WALT CO COMstock | $8,565,941 | -11.8% | 62,452 | -0.4% | 1.08% | -10.4% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $8,520,320 | +4.5% | 16,707 | +2.9% | 1.08% | +6.2% |
PFE | Sell | PFIZER INC COMstock | $8,158,673 | -12.8% | 157,595 | -0.6% | 1.03% | -11.5% |
XOM | Sell | EXXON MOBIL CORP COMstock | $8,124,334 | +32.3% | 98,369 | -1.9% | 1.02% | +34.5% |
AMZN | Buy | AMAZON COM INC COMstock | $8,081,416 | -1.3% | 2,479 | +1.0% | 1.02% | +0.3% |
LOW | Buy | LOWES COS INC COMstock | $8,011,361 | -19.3% | 39,623 | +3.2% | 1.01% | -18.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $7,925,238 | +12.7% | 70,977 | +5.8% | 1.00% | +14.4% |
INTC | Buy | INTEL CORP COMstock | $7,604,049 | -3.1% | 153,431 | +0.7% | 0.96% | -1.6% |
VPU | Buy | VANGUARD UTILITIES ETFetf | $7,368,918 | +7.2% | 45,541 | +3.6% | 0.93% | +8.9% |
SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $6,802,873 | -6.9% | 89,677 | -1.3% | 0.86% | -5.5% |
ADBE | Buy | ADOBE INC COMstock | $6,694,880 | -14.2% | 14,694 | +6.8% | 0.84% | -12.8% |
ABT | Buy | ABBOTT LABS COMstock | $6,467,956 | -13.8% | 54,646 | +2.5% | 0.82% | -12.4% |
KO | Buy | COCA COLA CO COMstock | $6,390,684 | +13.2% | 103,076 | +8.1% | 0.81% | +15.0% |
MRK | Buy | MERCK & CO INC COMstock | $6,334,089 | +10.5% | 77,198 | +3.2% | 0.80% | +12.2% |
FDX | Buy | FEDEX CORP COMstock | $6,182,823 | -3.1% | 26,720 | +8.3% | 0.78% | -1.6% |
ENB | Sell | ENBRIDGE INC COMstock | $6,030,047 | +15.2% | 130,832 | -2.3% | 0.76% | +17.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $5,993,449 | +4.2% | 117,657 | +6.3% | 0.76% | +5.9% |
BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $5,765,419 | +3.4% | 273,632 | +7.1% | 0.73% | +4.9% |
BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $5,620,392 | +4.6% | 266,369 | +6.4% | 0.71% | +6.3% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $5,562,606 | +0.1% | 36,404 | +7.2% | 0.70% | +1.7% |
HD | Sell | HOME DEPOT INC COMstock | $5,441,828 | -30.1% | 18,180 | -3.1% | 0.69% | -29.0% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $5,393,727 | -10.4% | 12,992 | -5.8% | 0.68% | -9.0% |
WM | Buy | WASTE MGMT INC DEL COMstock | $5,347,024 | -4.2% | 33,735 | +0.9% | 0.68% | -2.6% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $5,331,848 | +2.8% | 1,917 | +7.0% | 0.67% | +4.5% |
FCNCA | Buy | FIRST CTZNS BANCSHARES INC N C CL Astock | $5,270,221 | -19.6% | 7,918 | +0.3% | 0.66% | -18.3% |
SO | Buy | SOUTHERN CO COMstock | $5,179,794 | +19.5% | 71,436 | +13.1% | 0.65% | +21.6% |
CVX | Buy | CHEVRON CORP NEW COMstock | $5,120,919 | +54.5% | 31,449 | +11.3% | 0.65% | +56.8% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $5,079,593 | -10.6% | 8,600 | +1.0% | 0.64% | -9.2% |
BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $4,987,821 | +11.5% | 238,538 | +16.7% | 0.63% | +13.1% |
MDT | Buy | MEDTRONIC PLC SHSstock | $4,926,735 | +15.0% | 44,405 | +7.2% | 0.62% | +16.9% |
QCOM | Buy | QUALCOMM INC COMstock | $4,892,773 | -14.1% | 32,017 | +2.8% | 0.62% | -12.7% |
D | Sell | DOMINION ENERGY INC COMstock | $4,401,467 | +7.4% | 51,800 | -0.7% | 0.56% | +9.0% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $4,383,902 | -4.0% | 15,370 | +0.2% | 0.55% | -2.5% |
BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $4,321,364 | +10.5% | 216,393 | +17.0% | 0.54% | +12.1% |
IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $4,306,422 | -11.2% | 70,643 | -4.1% | 0.54% | -9.8% |
ORCL | Buy | ORACLE CORP COMstock | $4,253,155 | -3.4% | 51,410 | +1.8% | 0.54% | -1.8% |
VHT | Sell | VANGUARD HEALTH CARE ETFetf | $4,154,246 | -13.7% | 16,331 | -9.6% | 0.52% | -12.4% |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $4,069,741 | +60.0% | 45,089 | +19.8% | 0.51% | +62.3% |
LLY | Sell | ELI LILLY & CO COMstock | $4,060,154 | -2.0% | 14,178 | -5.5% | 0.51% | -0.6% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $4,051,566 | -6.9% | 86,535 | +0.1% | 0.51% | -5.4% |
BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $3,937,498 | +8.6% | 194,829 | +15.8% | 0.50% | +10.4% |
CSX | Sell | CSX CORP COMstock | $3,843,568 | -8.7% | 102,632 | -8.4% | 0.48% | -7.3% |
SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $3,828,588 | -8.5% | 137,868 | -2.4% | 0.48% | -7.1% |
TFC | Buy | TRUIST FINL CORP COMstock | $3,813,361 | -0.9% | 67,255 | +2.4% | 0.48% | +0.6% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $3,782,692 | -2.8% | 28,549 | +2.3% | 0.48% | -1.2% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,707,452 | -7.7% | 27,197 | +7.3% | 0.47% | -6.2% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $3,708,651 | -7.8% | 31,504 | +1.5% | 0.47% | -6.4% |
PEP | Sell | PEPSICO INC COMstock | $3,568,337 | -10.1% | 21,319 | -6.7% | 0.45% | -8.7% |
FB | Buy | META PLATFORMS INC CL Astock | $3,527,297 | -24.7% | 15,863 | +13.9% | 0.44% | -23.5% |
VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $3,530,268 | +2.5% | 11,566 | +14.4% | 0.44% | +4.0% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $3,486,258 | -25.2% | 13,966 | +5.5% | 0.44% | -24.0% |
VFH | Buy | VANGUARD FINANCIALS ETFetf | $3,372,593 | +1049.2% | 36,113 | +1088.3% | 0.43% | +1083.3% |
SYK | Buy | STRYKER CORPORATION COMstock | $3,324,497 | +1.5% | 12,435 | +1.6% | 0.42% | +2.9% |
FISV | Sell | FISERV INC COMstock | $3,283,028 | -2.5% | 32,377 | -0.2% | 0.41% | -1.0% |
VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $3,273,226 | +0.7% | 55,235 | +3.4% | 0.41% | +2.2% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $3,268,976 | -0.8% | 9,147 | -0.2% | 0.41% | +0.7% |
BSCS | Buy | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $3,237,183 | +7848.1% | 153,421 | +8447.1% | 0.41% | +8060.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $3,208,769 | -7.6% | 14,102 | +0.1% | 0.40% | -6.0% |
BAC | Buy | BANK AMERICA CORP COMstock | $3,136,217 | -6.7% | 76,085 | +0.7% | 0.40% | -5.0% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $2,918,729 | -9.2% | 12,820 | -3.7% | 0.37% | -7.8% |
GLW | Buy | CORNING INC COMstock | $2,897,366 | +14.2% | 78,498 | +15.2% | 0.37% | +16.2% |
SON | Buy | SONOCO PRODS CO COMstock | $2,882,137 | +8.1% | 46,070 | +0.1% | 0.36% | +10.0% |
CSCO | Sell | CISCO SYS INC COMstock | $2,790,645 | -14.6% | 50,047 | -3.0% | 0.35% | -13.3% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $2,781,513 | +17.8% | 29,609 | +19.2% | 0.35% | +19.8% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $2,772,220 | -14.2% | 4,814 | -15.4% | 0.35% | -12.7% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COMstock | $2,709,306 | +5.1% | 21,183 | +4.4% | 0.34% | +6.9% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $2,686,195 | -4.5% | 31,710 | +5.3% | 0.34% | -2.9% |
CAT | Buy | CATERPILLAR INC COMstock | $2,681,617 | +33.8% | 12,035 | +24.2% | 0.34% | +35.7% |
CVS | Sell | CVS HEALTH CORP COMstock | $2,633,707 | -2.3% | 26,022 | -0.4% | 0.33% | -0.9% |
EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,583,640 | -7.6% | 35,814 | -1.7% | 0.33% | -6.1% |
MCK | Buy | MCKESSON CORP COMstock | $2,577,308 | +37.0% | 8,419 | +11.2% | 0.32% | +38.9% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,567,609 | -5.0% | 54,215 | +105.5% | 0.32% | -3.6% |
VO | Sell | VANGUARD MID-CAP ETFetf | $2,470,934 | -7.6% | 10,389 | -1.1% | 0.31% | -6.0% |
TSCO | Buy | TRACTOR SUPPLY CO COMstock | $2,459,953 | +3.5% | 10,541 | +5.8% | 0.31% | +5.1% |
AMAT | Buy | APPLIED MATLS INC COMstock | $2,429,206 | -10.6% | 18,431 | +6.8% | 0.31% | -9.2% |
FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $2,367,075 | -7.7% | 19,232 | +1.5% | 0.30% | -6.3% |
MCD | Buy | MCDONALDS CORP COMstock | $2,358,868 | +17.8% | 9,539 | +27.7% | 0.30% | +19.7% |
SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $2,362,311 | -8.6% | 5,231 | -3.8% | 0.30% | -7.2% |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $2,358,317 | -3.7% | 3,443 | -0.7% | 0.30% | -2.0% |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $2,323,892 | -8.6% | 37,016 | -3.5% | 0.29% | -7.3% |
WMT | Buy | WALMART INC COMstock | $2,228,913 | +6.8% | 14,967 | +3.7% | 0.28% | +8.5% |
LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $2,209,471 | -10.4% | 8,380 | +6.8% | 0.28% | -8.8% |
DHR | Sell | DANAHER CORPORATION COMstock | $2,204,675 | -11.0% | 7,516 | -0.2% | 0.28% | -9.7% |
VDC | Sell | VANGUARD CONSUMER STAPLES ETFetf | $2,137,079 | -67.4% | 10,908 | -66.7% | 0.27% | -66.8% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $2,141,683 | -4.2% | 7,849 | +3.3% | 0.27% | -2.9% |
TGT | Buy | TARGET CORP COMstock | $2,104,002 | +38.0% | 9,914 | +50.5% | 0.26% | +40.2% |
VAW | Buy | VANGUARD MATERIALS ETFetf | $2,065,662 | +382.4% | 10,645 | +389.4% | 0.26% | +392.5% |
F | Buy | FORD MTR CO DEL COMstock | $2,054,988 | -16.0% | 121,525 | +3.1% | 0.26% | -14.8% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $2,019,233 | +10.6% | 45,102 | +28.9% | 0.26% | +12.3% |
SBUX | Sell | STARBUCKS CORP COMstock | $2,006,548 | -24.2% | 22,057 | -2.5% | 0.25% | -23.1% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $1,974,533 | +10.5% | 10,559 | -3.3% | 0.25% | +12.2% |
PAYX | Sell | PAYCHEX INC COMstock | $1,940,876 | -0.2% | 14,222 | -0.2% | 0.24% | +1.2% |
EMR | Buy | EMERSON ELEC CO COMstock | $1,934,714 | +46.7% | 19,732 | +39.1% | 0.24% | +48.8% |
TXN | Sell | TEXAS INSTRS INC COMstock | $1,928,784 | -7.0% | 10,512 | -4.5% | 0.24% | -5.8% |
SPGI | Buy | S&P GLOBAL INC COMstock | $1,873,292 | -12.7% | 4,567 | +0.5% | 0.24% | -11.3% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $1,852,568 | +30.0% | 97,968 | +9.0% | 0.23% | +32.2% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $1,835,158 | -1.4% | 8,243 | +4.5% | 0.23% | +0.4% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,834,609 | +13.3% | 4,156 | -8.8% | 0.23% | +14.9% |
VIS | Buy | VANGUARD INDUSTRIALS ETFetf | $1,821,189 | -0.7% | 9,365 | +3.7% | 0.23% | +0.9% |
VB | Sell | VANGUARD SMALL-CAP ETFetf | $1,778,367 | -9.7% | 8,368 | -3.9% | 0.22% | -8.6% |
RTX | Sell | RTX CORPORATION COMstock | $1,740,165 | +14.1% | 17,565 | -0.9% | 0.22% | +16.4% |
SJM | Buy | SMUCKER J M CO COM NEWstock | $1,717,985 | +40.6% | 12,687 | +41.0% | 0.22% | +42.8% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $1,710,245 | +7.8% | 13,886 | +25.1% | 0.22% | +9.6% |
SNPS | Sell | SYNOPSYS INC COMstock | $1,696,678 | -12.2% | 5,091 | -3.0% | 0.21% | -10.8% |
K | Buy | KELLANOVA COMstock | $1,643,926 | +44.9% | 25,491 | +44.8% | 0.21% | +46.8% |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $1,627,476 | -7.6% | 693 | -5.6% | 0.20% | -6.4% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,588,353 | -11.1% | 4,710 | +9.3% | 0.20% | -9.9% |
ANTM | Buy | ELEVANCE HEALTH INC COMstock | $1,572,908 | +13.9% | 3,202 | +7.5% | 0.20% | +15.8% |
HUM | Sell | HUMANA INC COMstock | $1,565,742 | -6.5% | 3,598 | -0.4% | 0.20% | -4.8% |
UNM | UNUM GROUP COMstock | $1,556,689 | +28.2% | 49,403 | 0.0% | 0.20% | +29.8% | |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $1,545,290 | -3.2% | 11,696 | +0.2% | 0.20% | -1.5% |
SSB | Buy | SOUTHSTATE CORPORATION COMstock | $1,537,239 | +2.3% | 18,841 | +0.5% | 0.19% | +3.7% |
MET | Buy | METLIFE INC COMstock | $1,538,657 | +12.5% | 21,893 | +0.0% | 0.19% | +14.1% |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,525,865 | -9.9% | 31,769 | -4.2% | 0.19% | -8.1% |
AMGN | Buy | AMGEN INC COMstock | $1,522,348 | +7.6% | 6,295 | +0.1% | 0.19% | +9.1% |
T | Sell | AT&T INC COMstock | $1,518,348 | -26.8% | 64,255 | -23.8% | 0.19% | -25.6% |
MMM | Buy | 3M CO COMstock | $1,519,365 | +19.2% | 10,205 | +42.2% | 0.19% | +21.5% |
SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,514,367 | -2.6% | 18,169 | 0.0% | 0.19% | -1.0% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,455,619 | +23.2% | 19,932 | +5.2% | 0.18% | +25.2% |
FTNT | Sell | FORTINET INC COMstock | $1,455,471 | -5.4% | 4,259 | -0.5% | 0.18% | -3.7% |
AFL | AFLAC INC COMstock | $1,453,411 | +10.3% | 22,572 | 0.0% | 0.18% | +11.6% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,448,693 | -12.8% | 13,895 | +0.6% | 0.18% | -11.2% |
CFR | CULLEN FROST BANKERS INC COMstock | $1,453,859 | +9.8% | 10,504 | 0.0% | 0.18% | +11.6% | |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $1,404,898 | -3.4% | 8,464 | -2.3% | 0.18% | -2.2% |
BAX | Sell | BAXTER INTL INC COMstock | $1,392,111 | -9.7% | 17,953 | -0.1% | 0.18% | -8.3% |
AZO | Buy | AUTOZONE INC COMstock | $1,390,314 | +2.5% | 680 | +5.1% | 0.18% | +4.2% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $1,379,527 | +5.9% | 17,487 | +8.5% | 0.17% | +7.4% |
VTV | Buy | VANGUARD VALUE ETFetf | $1,359,564 | +37.5% | 9,200 | +36.9% | 0.17% | +39.8% |
SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $1,357,389 | -7.2% | 2,868 | +6.4% | 0.17% | -6.0% |
LHCG | LHC GROUP INC COMstock | $1,354,027 | +22.9% | 8,031 | 0.0% | 0.17% | +24.8% | |
TSLA | Sell | TESLA INC COMstock | $1,276,956 | -2.6% | 1,185 | -4.4% | 0.16% | -1.2% |
GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $1,227,278 | -2.0% | 37,497 | +5.6% | 0.16% | -0.6% |
GD | Sell | GENERAL DYNAMICS CORP COMstock | $1,229,340 | +15.5% | 5,097 | -0.2% | 0.16% | +17.4% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $1,213,923 | +11.6% | 8,780 | -5.9% | 0.15% | +13.3% |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $1,204,423 | +4.9% | 11,114 | +12.3% | 0.15% | +6.3% |
VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $1,191,305 | -19.7% | 13,846 | -13.5% | 0.15% | -18.5% |
WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $1,180,579 | -9.6% | 31,150 | -1.8% | 0.15% | -8.0% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $1,165,868 | -19.7% | 10,081 | +31.0% | 0.15% | -18.3% |
IJH | ISHARES CORE S&P MID-CAP ETFetf | $1,150,910 | -5.2% | 4,289 | 0.0% | 0.14% | -4.0% | |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $1,151,458 | -14.4% | 23,201 | +0.1% | 0.14% | -13.2% |
FOXA | Buy | FOX CORP CL A COMstock | $1,139,601 | +7.3% | 28,887 | +0.4% | 0.14% | +9.1% |
BTT | Buy | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,124,632 | -8.9% | 47,593 | +0.0% | 0.14% | -7.2% |
MCO | MOODYS CORP COMstock | $1,120,201 | -13.6% | 3,320 | 0.0% | 0.14% | -12.4% | |
CL | COLGATE PALMOLIVE CO COMstock | $1,091,194 | -11.1% | 14,390 | 0.0% | 0.14% | -9.8% | |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,084,828 | +15.8% | 12,098 | +14.6% | 0.14% | +18.1% |
BA | BOEING CO COMstock | $1,080,252 | -4.9% | 5,641 | 0.0% | 0.14% | -3.5% | |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $1,077,782 | -14.6% | 5,147 | +0.7% | 0.14% | -13.4% |
SOR | Buy | SOURCE CAP INC COMcef | $1,049,257 | +20.0% | 24,982 | +23.4% | 0.13% | +21.1% |
BROOKFIELD CORP CL A LTD VT SHstock | $1,029,744 | -6.3% | 18,203 | 0.0% | 0.13% | -5.1% | ||
MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $1,013,156 | -1.4% | 13,563 | +0.4% | 0.13% | 0.0% |
SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $1,010,662 | -11.0% | 7,583 | +3.6% | 0.13% | -9.2% |
CPRT | Buy | COPART INC COMstock | $1,004,387 | -16.0% | 8,005 | +1.5% | 0.13% | -14.8% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $1,010,279 | +15.5% | 4,066 | -0.9% | 0.13% | +16.5% |
ATO | ATMOS ENERGY CORP COMstock | $996,666 | +14.0% | 8,341 | 0.0% | 0.13% | +15.6% | |
TSN | TYSON FOODS INC CL Astock | $990,412 | +2.8% | 11,050 | 0.0% | 0.12% | +4.2% | |
INTU | Buy | INTUIT COMstock | $991,989 | -20.1% | 2,063 | +6.8% | 0.12% | -18.8% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $985,018 | -6.2% | 2,984 | +8.7% | 0.12% | -4.6% |
IYC | Sell | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $985,350 | -11.6% | 13,131 | -1.1% | 0.12% | -10.1% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $965,844 | +37.2% | 16,771 | +46.0% | 0.12% | +40.2% |
TEL | Buy | TE CONNECTIVITY LTD SHSstock | $966,370 | -16.2% | 7,378 | +3.2% | 0.12% | -14.7% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $949,421 | +25.8% | 36,785 | +7.0% | 0.12% | +27.7% |
XBI | Buy | SPDR S&P BIOTECH ETFetf | $944,549 | +61.5% | 10,509 | +101.2% | 0.12% | +63.0% |
L | Sell | LOEWS CORP COMstock | $920,444 | -4.6% | 14,200 | -15.0% | 0.12% | -3.3% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $898,048 | -8.5% | 6,907 | -5.9% | 0.11% | -7.4% |
LKQ | Buy | LKQ CORP COMstock | $898,754 | -24.4% | 19,792 | +0.0% | 0.11% | -23.6% |
BLK | Sell | BLACKROCK INC COMstock | $877,267 | -20.1% | 1,148 | -4.3% | 0.11% | -18.4% |
MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $869,220 | -7.4% | 2,555 | +12.0% | 0.11% | -6.0% |
GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $855,532 | +5.7% | 25,252 | +15.5% | 0.11% | +6.9% |
NVO | Sell | NOVO-NORDISK A S ADRadr | $823,103 | -5.6% | 7,412 | -4.8% | 0.10% | -3.7% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $827,881 | -5.2% | 22,546 | +0.4% | 0.10% | -3.7% |
ENTG | Sell | ENTEGRIS INC COMstock | $821,556 | -7.5% | 6,259 | -2.3% | 0.10% | -5.5% |
CI | Buy | THE CIGNA GROUP COMstock | $826,175 | +5.3% | 3,448 | +0.9% | 0.10% | +7.2% |
COP | Sell | CONOCOPHILLIPS COMstock | $811,100 | +34.4% | 8,111 | -3.0% | 0.10% | +36.0% |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $791,129 | +42.3% | 10,157 | +70.1% | 0.10% | +44.9% |
BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $790,335 | -28.9% | 9,650 | -23.9% | 0.10% | -27.5% |
BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $772,934 | -8.2% | 9,922 | -4.7% | 0.10% | -6.7% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $779,746 | -19.8% | 7,785 | -18.7% | 0.10% | -19.0% |
NFLX | Sell | NETFLIX INC COMstock | $771,281 | -37.9% | 2,059 | -0.1% | 0.10% | -37.0% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $759,227 | -15.5% | 3,038 | +2.9% | 0.10% | -14.3% |
ALL | Buy | ALLSTATE CORP COMstock | $760,974 | +20.8% | 5,494 | +2.6% | 0.10% | +23.1% |
NVS | NOVARTIS AG SPONSORED ADRadr | $753,246 | +0.3% | 8,584 | 0.0% | 0.10% | +2.2% | |
FLT | Buy | FLEETCOR TECHNOLOGIES INC COMstock | $744,440 | +45.6% | 2,989 | +30.9% | 0.09% | +46.9% |
IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $746,982 | -3.0% | 8,525 | 0.0% | 0.09% | -2.1% | |
ECL | Sell | ECOLAB INC COMstock | $742,435 | -29.7% | 4,205 | -6.7% | 0.09% | -28.2% |
Sell | GENERAL ELECTRIC CO COM NEWstock | $736,046 | -4.0% | 8,044 | -0.9% | 0.09% | -2.1% | |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $721,920 | -14.2% | 2,393 | +2.2% | 0.09% | -13.3% |
C | Buy | CITIGROUP INC COM NEWstock | $718,820 | -8.6% | 13,461 | +3.4% | 0.09% | -7.1% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $716,844 | -6.1% | 6,386 | -6.2% | 0.09% | -5.3% |
DLTR | Sell | DOLLAR TREE INC COMstock | $688,485 | +11.5% | 4,299 | -2.2% | 0.09% | +13.0% |
DOV | DOVER CORP COMstock | $683,300 | -13.6% | 4,355 | 0.0% | 0.09% | -12.2% | |
IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $672,697 | -9.1% | 2,423 | 0.0% | 0.08% | -7.6% | |
DE | Buy | DEERE & CO COMstock | $675,123 | +47.0% | 1,625 | +21.4% | 0.08% | +49.1% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $665,137 | -17.0% | 4,018 | -5.3% | 0.08% | -16.0% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $663,520 | +42.4% | 7,870 | +42.1% | 0.08% | +44.8% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $660,968 | -2.0% | 5,306 | +1.6% | 0.08% | -1.2% |
BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $653,113 | +21.0% | 15,491 | +7.3% | 0.08% | +22.4% |
AVGO | Buy | BROADCOM INC COMstock | $649,885 | +7.2% | 1,032 | +13.3% | 0.08% | +9.3% |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $649,963 | -0.3% | 2,822 | +8.7% | 0.08% | +1.2% |
NIM | Sell | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $640,452 | -14.7% | 66,853 | -4.7% | 0.08% | -12.9% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $641,083 | +6.2% | 3,644 | +8.0% | 0.08% | +8.0% |
IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $630,652 | -0.5% | 4,840 | +16.5% | 0.08% | +1.3% |
BX | Buy | BLACKSTONE INC COMstock | $632,923 | +8.2% | 4,986 | +10.3% | 0.08% | +9.6% |
GPN | GLOBAL PMTS INC COMstock | $632,064 | +1.2% | 4,619 | 0.0% | 0.08% | +2.6% | |
MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $625,400 | -5.7% | 11,800 | 0.0% | 0.08% | -3.7% | |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $625,162 | -3.1% | 3,964 | 0.0% | 0.08% | -1.2% | |
HOLX | Buy | HOLOGIC INC COMstock | $612,640 | +20.8% | 7,975 | +20.4% | 0.08% | +22.2% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $608,974 | -20.2% | 3,855 | +4.3% | 0.08% | -18.9% |
FCCO | Buy | FIRST CMNTY CORP S C COMstock | $612,362 | +5.1% | 28,885 | +2.9% | 0.08% | +6.9% |
UL | Sell | UNILEVER PLC SPON ADR NEWadr | $604,616 | -16.2% | 13,268 | -1.1% | 0.08% | -15.6% |
REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $600,641 | +22.7% | 860 | +11.0% | 0.08% | +24.6% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $591,672 | -21.3% | 1,323 | -31.9% | 0.08% | -19.4% |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $576,072 | +10.2% | 5,774 | -1.7% | 0.07% | +12.3% |
TTD | THE TRADE DESK INC COM CL Astock | $567,158 | -24.4% | 8,190 | 0.0% | 0.07% | -22.6% | |
BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $571,813 | -13.2% | 7,189 | -7.5% | 0.07% | -12.2% |
RIO | RIO TINTO PLC SPONSORED ADRadr | $558,780 | +20.1% | 6,950 | 0.0% | 0.07% | +22.4% | |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $565,387 | -11.9% | 5,351 | -3.6% | 0.07% | -11.2% |
EQH | Buy | EQUITABLE HLDGS INC COMstock | $559,771 | -3.6% | 18,110 | +2.3% | 0.07% | -1.4% |
QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFetf | $560,061 | -7.8% | 4,160 | -0.3% | 0.07% | -5.3% |
CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $557,400 | +5.0% | 4,046 | +11.1% | 0.07% | +6.1% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $548,964 | -3.7% | 347 | +6.4% | 0.07% | -2.8% |
AKAM | Buy | AKAMAI TECHNOLOGIES INC COMstock | $545,015 | +9.8% | 4,565 | +7.7% | 0.07% | +11.3% |
GDX | VANECK GOLD MINERS ETFetf | $538,818 | +19.7% | 14,050 | 0.0% | 0.07% | +21.4% | |
EXPD | Buy | EXPEDITORS INTL WASH INC COMstock | $529,211 | -22.7% | 5,130 | +0.7% | 0.07% | -21.2% |
SQ | Buy | BLOCK INC CL Astock | $519,348 | +47.8% | 3,830 | +76.0% | 0.07% | +50.0% |
CCI | CROWN CASTLE INC COMreit | $523,526 | -11.6% | 2,836 | 0.0% | 0.07% | -10.8% | |
ADI | Buy | ANALOG DEVICES INC COMstock | $512,058 | -0.2% | 3,100 | +6.2% | 0.06% | +1.6% |
EFA | ISHARES MSCI EAFE ETFetf | $513,066 | -6.5% | 6,971 | 0.0% | 0.06% | -4.4% | |
WFC | Sell | WELLS FARGO CO NEW COMstock | $498,243 | -1.7% | 10,282 | -2.7% | 0.06% | 0.0% |
DCT | Buy | DUCK CREEK TECHNOLOGIES INC SHSstock | $499,182 | -18.8% | 22,567 | +10.5% | 0.06% | -17.1% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $491,563 | -0.0% | 3,251 | +30.0% | 0.06% | +1.6% |
CTAS | Sell | CINTAS CORP COMstock | $489,199 | -4.3% | 1,150 | -0.3% | 0.06% | -3.1% |
CCK | Buy | CROWN HLDGS INC COMstock | $487,851 | +42.2% | 3,900 | +25.7% | 0.06% | +44.2% |
MGK | VANGUARD MEGA CAP GROWTH ETFetf | $489,867 | -9.7% | 2,081 | 0.0% | 0.06% | -7.5% | |
MO | Sell | ALTRIA GROUP INC COMstock | $490,001 | -13.1% | 9,378 | -21.1% | 0.06% | -11.4% |
ZTS | Buy | ZOETIS INC CL Astock | $483,168 | -22.4% | 2,562 | +0.4% | 0.06% | -20.8% |
ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $481,506 | +36.0% | 43,030 | 0.0% | 0.06% | +38.6% | |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $486,864 | +302.7% | 7,200 | +300.0% | 0.06% | +306.7% |
PKI | REVVITY INC COMstock | $482,207 | -13.2% | 2,764 | 0.0% | 0.06% | -11.6% | |
DHI | Sell | D R HORTON INC COMstock | $479,474 | -44.7% | 6,435 | -19.5% | 0.06% | -44.4% |
NKE | Buy | NIKE INC CL Bstock | $474,740 | -15.7% | 3,528 | +4.4% | 0.06% | -14.3% |
AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $464,436 | +7.1% | 2,660 | +4.1% | 0.06% | +9.3% |
SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $468,978 | -5.5% | 8,784 | +100.0% | 0.06% | -4.8% |
AMLP | Sell | ALERIAN MLP ETFetf | $469,853 | +10.4% | 12,268 | -5.7% | 0.06% | +11.3% |
CRM | Sell | SALESFORCE INC COMstock | $462,433 | -19.5% | 2,178 | -3.7% | 0.06% | -18.3% |
VBK | VANGUARD SMALL-CAP GROWTH ETFetf | $460,033 | -11.9% | 1,854 | 0.0% | 0.06% | -10.8% | |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $462,182 | -10.2% | 4,248 | -2.0% | 0.06% | -9.4% |
SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $454,210 | -6.0% | 13,250 | 0.0% | 0.06% | -5.0% | |
LRCX | Buy | LAM RESEARCH CORP COMstock | $454,280 | -7.5% | 845 | +23.7% | 0.06% | -6.6% |
MDB | Buy | MONGODB INC CL Astock | $443,590 | -6.9% | 1,000 | +11.1% | 0.06% | -5.1% |
Sell | JACOBS SOLUTIONS INC COMstock | $439,614 | -1.1% | 3,190 | -0.1% | 0.06% | 0.0% | |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $429,839 | +19.3% | 4,021 | +12.7% | 0.05% | +20.0% |
MS | Sell | MORGAN STANLEY COM NEWstock | $426,512 | -13.6% | 4,880 | -3.0% | 0.05% | -11.5% |
VUG | Buy | VANGUARD GROWTH ETFetf | $418,256 | -10.2% | 1,454 | +0.2% | 0.05% | -8.6% |
GNRC | GENERAC HLDGS INC COMstock | $420,623 | -15.5% | 1,415 | 0.0% | 0.05% | -14.5% | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $415,799 | +11.3% | 25,018 | 0.0% | 0.05% | +13.0% | |
CNP | Buy | CENTERPOINT ENERGY INC COMstock | $409,044 | +9.9% | 13,350 | +0.1% | 0.05% | +13.0% |
EXPE | EXPEDIA GROUP INC COM NEWstock | $408,950 | +8.3% | 2,090 | 0.0% | 0.05% | +10.6% | |
FAST | FASTENAL CO COMstock | $409,860 | -7.3% | 6,900 | 0.0% | 0.05% | -5.5% | |
FE | Buy | FIRSTENERGY CORP COMstock | $403,379 | +12.1% | 8,796 | +1.7% | 0.05% | +13.3% |
SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC COMstock | $402,407 | -2.0% | 5,364 | +7.1% | 0.05% | 0.0% |
GBDC | Buy | GOLUB CAP BDC INC COMcef | $396,717 | +1.4% | 26,083 | +2.9% | 0.05% | +2.0% |
ABC | CENCORA INC COMstock | $397,605 | +16.4% | 2,570 | 0.0% | 0.05% | +19.0% | |
SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $394,637 | +0.0% | 9,663 | 0.0% | 0.05% | +2.0% | |
Buy | SHELL PLC SPON ADSadr | $398,682 | +640.8% | 7,258 | +485.3% | 0.05% | +614.3% | |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $395,512 | -17.6% | 5,690 | -11.5% | 0.05% | -16.7% |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $385,835 | +132.4% | 2,590 | +155.2% | 0.05% | +133.3% |
WTRG | Buy | ESSENTIAL UTILS INC COMstock | $390,940 | +19.4% | 7,646 | +25.4% | 0.05% | +19.5% |
VDE | Buy | VANGUARD ENERGY ETFetf | $391,552 | +3355.6% | 3,658 | +2405.5% | 0.05% | +4800.0% |
CLF | CLEVELAND-CLIFFS INC NEW COMstock | $386,520 | +48.0% | 12,000 | 0.0% | 0.05% | +53.1% | |
CACI | Buy | CACI INTL INC CL Astock | $378,081 | +20.0% | 1,255 | +7.3% | 0.05% | +23.1% |
SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $379,638 | -6.4% | 12,600 | -3.8% | 0.05% | -4.0% |
ALLY | Buy | ALLY FINL INC COMstock | $379,023 | -8.7% | 8,717 | +0.0% | 0.05% | -7.7% |
IWL | ISHARES RUSSELL TOP 200 ETFetf | $380,334 | -5.2% | 3,519 | 0.0% | 0.05% | -4.0% | |
SHOP | Sell | SHOPIFY INC CL Astock | $378,538 | -55.8% | 560 | -10.0% | 0.05% | -54.7% |
NUE | Buy | NUCOR CORP COMstock | $369,693 | +37.4% | 2,487 | +5.5% | 0.05% | +42.4% |
CALM | CAL MAINE FOODS INC COM NEWstock | $373,784 | +49.3% | 6,769 | 0.0% | 0.05% | +51.6% | |
VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $374,427 | -5.6% | 2,309 | 0.0% | 0.05% | -4.1% | |
LYG | Buy | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $362,705 | -0.2% | 150,500 | +5.6% | 0.05% | +2.2% |
TOWN | TOWNEBANK PORTSMOUTH VA COMstock | $363,023 | -5.2% | 12,125 | 0.0% | 0.05% | -4.2% | |
CTVA | Buy | CORTEVA INC COMstock | $354,628 | +24.5% | 6,170 | +2.4% | 0.04% | +28.6% |
DVA | DAVITA INC COMstock | $355,731 | -0.6% | 3,145 | 0.0% | 0.04% | +2.3% | |
LIBERTY GLOBAL LTD COM CL Astock | $355,609 | -8.0% | 13,940 | 0.0% | 0.04% | -6.2% | ||
KR | KROGER CO COMstock | $358,563 | +26.8% | 6,250 | 0.0% | 0.04% | +28.6% | |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $357,507 | -14.8% | 1,423 | -0.8% | 0.04% | -13.5% |
EMN | Sell | EASTMAN CHEM CO COMstock | $352,877 | -10.2% | 3,149 | -3.1% | 0.04% | -8.2% |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $356,430 | -13.1% | 2,714 | -0.3% | 0.04% | -11.8% |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $359,518 | -15.1% | 7,794 | -8.9% | 0.04% | -15.1% |
PSA | PUBLIC STORAGE COMreit | $351,252 | +4.2% | 900 | 0.0% | 0.04% | +4.8% | |
ALB | ALBEMARLE CORP COMstock | $339,465 | -5.4% | 1,535 | 0.0% | 0.04% | -4.4% | |
DLA | Sell | DELTA APPAREL INC COMstock | $342,585 | -19.2% | 11,500 | -19.3% | 0.04% | -18.9% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $343,672 | +1.8% | 1,292 | -3.7% | 0.04% | +2.4% |
VOT | VANGUARD MID-CAP GROWTH ETFetf | $333,769 | -12.5% | 1,498 | 0.0% | 0.04% | -10.6% | |
WPM | WHEATON PRECIOUS METALS CORP COMstock | $333,060 | +10.8% | 7,000 | 0.0% | 0.04% | +13.5% | |
MELI | MERCADOLIBRE INC COMstock | $331,865 | -11.8% | 279 | 0.0% | 0.04% | -10.6% | |
PGR | Buy | PROGRESSIVE CORP COMstock | $315,182 | +15.2% | 2,765 | +3.8% | 0.04% | +17.6% |
CS | CREDIT SUISSE GROUP SPONSORED ADRadr | $315,570 | -18.6% | 40,200 | 0.0% | 0.04% | -16.7% | |
DOW | Buy | DOW INC COMstock | $320,411 | +15.5% | 5,028 | +2.8% | 0.04% | +17.6% |
EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $305,760 | -2.8% | 5,010 | 0.0% | 0.04% | 0.0% | |
PHM | PULTE GROUP INC COMstock | $309,096 | -26.7% | 7,377 | 0.0% | 0.04% | -25.0% | |
DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $303,491 | +6.5% | 1,494 | +15.5% | 0.04% | +8.6% |
HEI | HEICO CORP NEW COMstock | $303,702 | +6.5% | 1,978 | 0.0% | 0.04% | +8.6% | |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $303,762 | -37.3% | 2,948 | -30.1% | 0.04% | -36.7% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $291,759 | -37.5% | 5,252 | -32.7% | 0.04% | -36.2% |
CERN | CERNER CORP COMstock | $297,053 | +0.7% | 3,175 | 0.0% | 0.04% | 0.0% | |
SONY | SONY GROUP CORP SPONSORED ADRadr | $295,291 | -18.7% | 2,875 | 0.0% | 0.04% | -17.8% | |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $291,073 | -30.2% | 1,418 | -24.3% | 0.04% | -28.8% |
TAN | INVESCO SOLAR ETFetf | $296,181 | -2.0% | 3,925 | 0.0% | 0.04% | -2.6% | |
CBRE | Sell | CBRE GROUP INC CL Astock | $295,152 | -18.8% | 3,225 | -3.7% | 0.04% | -17.8% |
ROP | ROPER TECHNOLOGIES INC COMstock | $289,005 | -4.0% | 612 | 0.0% | 0.04% | -2.7% | |
EBAY | Buy | EBAY INC. COMstock | $286,014 | -13.5% | 4,995 | +0.5% | 0.04% | -12.2% |
FFIV | F5 INC COMstock | $288,351 | -14.6% | 1,380 | 0.0% | 0.04% | -14.3% | |
PAYC | PAYCOM SOFTWARE INC COMstock | $284,032 | -16.6% | 820 | 0.0% | 0.04% | -14.3% | |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $282,559 | -20.6% | 6,160 | -6.1% | 0.04% | -18.2% |
URI | UNITED RENTALS INC COMstock | $284,168 | +6.9% | 800 | 0.0% | 0.04% | +9.1% | |
IHAK | Sell | ISHARES CYBERSECURITY & TECH ETFetf | $289,011 | -13.3% | 6,770 | -9.4% | 0.04% | -12.2% |
SHV | ISHARES SHORT TREASURY BOND ETFetf | $286,099 | -0.2% | 2,595 | 0.0% | 0.04% | 0.0% | |
EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $285,948 | -11.9% | 2,925 | -1.7% | 0.04% | -10.0% |
A | Sell | AGILENT TECHNOLOGIES INC COMstock | $282,128 | -38.0% | 2,132 | -25.2% | 0.04% | -36.8% |
SNV | SYNOVUS FINL CORP COM NEWstock | $280,868 | +2.4% | 5,732 | 0.0% | 0.04% | +2.9% | |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $276,424 | -36.6% | 1,015 | -13.8% | 0.04% | -35.2% |
GLD | Buy | SPDR GOLD SHARESetf | $275,130 | +7.6% | 1,523 | +1.9% | 0.04% | +9.4% |
TRV | TRAVELERS COMPANIES INC COMstock | $275,922 | +16.8% | 1,510 | 0.0% | 0.04% | +20.7% | |
MDU | Buy | MDU RES GROUP INC COMstock | $277,160 | -8.3% | 10,400 | +6.1% | 0.04% | -7.9% |
MOTI | Buy | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $265,714 | +29.7% | 8,380 | +31.3% | 0.03% | +36.0% |
PRU | PRUDENTIAL FINL INC COMstock | $267,655 | +9.2% | 2,265 | 0.0% | 0.03% | +13.3% | |
CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $263,466 | -13.1% | 5,420 | 0.0% | 0.03% | -13.2% | |
PFIX | SIMPLIFY INTEREST RATE HEDGE ETFetf | $257,922 | +32.8% | 5,175 | 0.0% | 0.03% | +37.5% | |
BR | Buy | BROADRIDGE FINL SOLUTIONS INC COMstock | $259,724 | -13.9% | 1,668 | +1.1% | 0.03% | -10.8% |
TQQQ | Buy | PROSHARES ULTRAPRO QQQetf | $262,392 | -30.0% | 4,510 | +100.0% | 0.03% | -29.8% |
SYY | Buy | SYSCO CORP COMstock | $259,239 | +26.9% | 3,175 | +22.1% | 0.03% | +32.0% |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $254,330 | +10.9% | 1,120 | 0.0% | 0.03% | +14.3% | |
BRO | BROWN & BROWN INC COMstock | $251,500 | +2.8% | 3,480 | 0.0% | 0.03% | +6.7% | |
HON | Sell | HONEYWELL INTL INC COMstock | $251,397 | -44.2% | 1,292 | -40.2% | 0.03% | -42.9% |
IUSV | ISHARES CORE S&P US VALUE ETFetf | $251,661 | -0.6% | 3,317 | 0.0% | 0.03% | +3.2% | |
INCY | INCYTE CORP COMstock | $250,173 | +8.2% | 3,150 | 0.0% | 0.03% | +10.3% | |
Sell | SPDR GOLD MINISHARES TRUSTetf | $235,129 | +5.8% | 6,112 | -50.0% | 0.03% | +7.1% | |
MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $239,780 | +198.6% | 3,001 | +259.0% | 0.03% | +200.0% |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $238,428 | +8.9% | 3,600 | 0.0% | 0.03% | +11.1% | |
MSCI | Sell | MSCI INC COMstock | $239,874 | -18.6% | 477 | -0.8% | 0.03% | -18.9% |
IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $237,340 | -5.9% | 2,318 | -3.9% | 0.03% | -3.2% |
DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $233,854 | -18.3% | 1,825 | -21.8% | 0.03% | -16.7% |
USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $226,321 | -5.7% | 5,824 | 0.0% | 0.03% | -3.3% | |
MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $231,480 | -12.6% | 3,228 | +6.6% | 0.03% | -12.1% |
OC | OWENS CORNING NEW COMstock | $231,038 | +1.1% | 2,525 | 0.0% | 0.03% | +3.6% | |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $218,618 | +35.7% | 2,860 | -1.5% | 0.03% | +40.0% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $221,396 | -4.7% | 3,706 | +1.4% | 0.03% | -3.4% |
VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $213,295 | -3.7% | 4,106 | 0.0% | 0.03% | -3.6% | |
VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $215,569 | +19.2% | 1,740 | +28.9% | 0.03% | +22.7% |
SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $210,350 | -5.9% | 5,000 | 0.0% | 0.03% | -3.6% | |
FSS | Buy | FEDERAL SIGNAL CORP COMstock | $217,519 | -21.8% | 6,445 | +0.4% | 0.03% | -22.9% |
WSM | Buy | WILLIAMS SONOMA INC COMstock | $217,500 | -13.4% | 1,500 | +1.0% | 0.03% | -12.9% |
IQV | Buy | IQVIA HLDGS INC COMstock | $202,309 | +2.4% | 875 | +25.0% | 0.03% | +4.0% |
FWRD | FORWARD AIR CORP COMstock | $202,894 | -19.3% | 2,075 | 0.0% | 0.03% | -16.1% | |
ED | CONSOLIDATED EDISON INC COMstock | $208,296 | +11.0% | 2,200 | 0.0% | 0.03% | +13.0% | |
OTIS | OTIS WORLDWIDE CORP COMstock | $209,073 | -11.6% | 2,717 | 0.0% | 0.03% | -10.3% | |
EXR | Buy | EXTRA SPACE STORAGE INC COMreit | $204,572 | -8.4% | 995 | +1.0% | 0.03% | -7.1% |
PSX | Sell | PHILLIPS 66 COMstock | $196,796 | +16.7% | 2,278 | -2.1% | 0.02% | +19.0% |
SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $195,879 | -8.6% | 2,618 | +100.0% | 0.02% | -7.4% |
BIZD | Buy | VANECK BDC INCOME ETFetf | $200,771 | +218.7% | 11,210 | +206.3% | 0.02% | +212.5% |
YUM | YUM BRANDS INC COMstock | $194,034 | -14.6% | 1,637 | 0.0% | 0.02% | -14.3% | |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $190,317 | -1.0% | 2,666 | +1.6% | 0.02% | 0.0% |
AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $188,738 | -16.8% | 4,014 | -13.6% | 0.02% | -14.3% |
KBR | KBR INC COMstock | $191,555 | +14.9% | 3,500 | 0.0% | 0.02% | +14.3% | |
MOO | VANECK AGRIBUSINESS ETFetf | $187,545 | +9.6% | 1,794 | 0.0% | 0.02% | +14.3% | |
DVN | Buy | DEVON ENERGY CORP NEW COMstock | $186,799 | +43.8% | 3,159 | +7.1% | 0.02% | +50.0% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $190,637 | +65.2% | 3,885 | +56.3% | 0.02% | +71.4% |
NOW | Sell | SERVICENOW INC COMstock | $179,875 | -19.2% | 323 | -5.8% | 0.02% | -17.9% |
MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $178,986 | +105.2% | 739 | +130.2% | 0.02% | +109.1% |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $180,134 | +6.0% | 10,780 | 0.0% | 0.02% | +9.5% | |
BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $178,506 | -5.9% | 3,404 | -1.0% | 0.02% | -4.2% |
VNT | Buy | VONTIER CORPORATION COMstock | $179,634 | +27.8% | 7,075 | +54.6% | 0.02% | +35.3% |
SMG | SCOTTS MIRACLE-GRO CO CL Astock | $186,038 | -23.6% | 1,513 | 0.0% | 0.02% | -23.3% | |
AAP | Buy | ADVANCE AUTO PARTS INC COMstock | $183,160 | -9.6% | 885 | +4.7% | 0.02% | -8.0% |
TDY | Buy | TELEDYNE TECHNOLOGIES INC COMstock | $177,236 | +11.8% | 375 | +3.3% | 0.02% | +10.0% |
HPQ | HP INC COMstock | $173,804 | -3.6% | 4,788 | 0.0% | 0.02% | 0.0% | |
LULU | Sell | LULULEMON ATHLETICA INC COMstock | $177,867 | -30.8% | 487 | -25.9% | 0.02% | -31.2% |
MPC | MARATHON PETE CORP COMstock | $176,130 | +33.6% | 2,060 | 0.0% | 0.02% | +37.5% | |
FRA | Buy | BLACKROCK FLOATING RATE INCOME COMcef | $177,564 | -2.9% | 13,638 | +0.1% | 0.02% | -4.3% |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $177,051 | -2.2% | 2,639 | 0.0% | 0.02% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $175,930 | -2.3% | 2,391 | +7.2% | 0.02% | 0.0% |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $178,186 | -2.8% | 1,104 | 0.0% | 0.02% | -4.3% | |
ARNC | Buy | ARCONIC CORPORATION COMstock | $174,857 | +18.2% | 6,825 | +52.2% | 0.02% | +22.2% |
MLM | Buy | MARTIN MARIETTA MATLS INC COMstock | $177,819 | -8.3% | 462 | +5.0% | 0.02% | -8.3% |
FNV | FRANCO NEV CORP COMstock | $175,472 | +15.4% | 1,100 | 0.0% | 0.02% | +15.8% | |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $174,547 | -2.8% | 2,300 | -1.2% | 0.02% | 0.0% |
AUDC | Buy | AUDIOCODES LTD ORDstock | $166,893 | -17.6% | 6,532 | +12.0% | 0.02% | -16.0% |
RGLD | ROYAL GOLD INC COMstock | $166,004 | +34.3% | 1,175 | 0.0% | 0.02% | +40.0% | |
PLD | PROLOGIS INC. COMreit | $165,517 | -4.1% | 1,025 | 0.0% | 0.02% | 0.0% | |
NICE | Sell | NICE LTD SPONSORED ADRadr | $164,250 | -51.7% | 750 | -33.0% | 0.02% | -50.0% |
LNC | LINCOLN NATL CORP IND COMstock | $169,609 | -4.2% | 2,595 | 0.0% | 0.02% | -4.5% | |
ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $157,981 | -9.7% | 785 | 0.0% | 0.02% | -9.1% | |
CMI | CUMMINS INC COMstock | $158,960 | -6.0% | 775 | 0.0% | 0.02% | -4.8% | |
ENFR | Buy | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $156,911 | +20.0% | 6,912 | +0.1% | 0.02% | +25.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $159,959 | -2.2% | 1,337 | 0.0% | 0.02% | 0.0% | |
VMC | Buy | VULCAN MATLS CO COMstock | $156,329 | -2.8% | 851 | +9.8% | 0.02% | 0.0% |
BWA | BORGWARNER INC COMstock | $161,435 | -13.7% | 4,150 | 0.0% | 0.02% | -13.0% | |
XRAY | DENTSPLY SIRONA INC COMstock | $148,595 | -11.8% | 3,019 | 0.0% | 0.02% | -9.5% | |
SE | Buy | SEA LTD SPONSORD ADSadr | $149,618 | +51.0% | 1,249 | +181.9% | 0.02% | +58.3% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $148,153 | +24.7% | 2,774 | +29.8% | 0.02% | +26.7% |
XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $148,445 | -17.8% | 3,874 | -16.3% | 0.02% | -13.6% |
CLX | Sell | CLOROX CO DEL COMstock | $153,254 | -21.8% | 1,102 | -2.0% | 0.02% | -20.8% |
SMAR | Buy | SMARTSHEET INC COM CL Astock | $153,384 | +1220.2% | 2,800 | +1766.7% | 0.02% | +1800.0% |
ETN | EATON CORP PLC SHSstock | $150,242 | -12.2% | 990 | 0.0% | 0.02% | -9.5% | |
CB | Buy | CHUBB LIMITED COMstock | $154,008 | +25.3% | 720 | +13.2% | 0.02% | +26.7% |
FNB | F N B CORP COMstock | $149,400 | +2.6% | 12,000 | 0.0% | 0.02% | +5.6% | |
FRST | PRIMIS FINANCIAL CORP COMstock | $139,800 | -7.0% | 10,000 | 0.0% | 0.02% | -5.3% | |
CSL | New | CARLISLE COS INC COMstock | $141,404 | – | 575 | +100.0% | 0.02% | – |
BSJN | Buy | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $141,300 | +1076.2% | 5,765 | +1113.7% | 0.02% | +1700.0% |
USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $145,987 | -4.1% | 1,882 | 0.0% | 0.02% | -5.3% | |
LAD | New | LITHIA MTRS INC COMstock | $142,557 | – | 475 | +100.0% | 0.02% | – |
RMD | Sell | RESMED INC COMstock | $141,868 | -20.5% | 585 | -14.6% | 0.02% | -18.2% |
WMB | Buy | WILLIAMS COS INC COMstock | $141,592 | +193.9% | 4,238 | +129.1% | 0.02% | +200.0% |
ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $140,265 | -10.1% | 210 | +7.1% | 0.02% | -5.3% |
TCBI | TEXAS CAP BANCSHARES INC COMstock | $134,392 | -4.9% | 2,345 | 0.0% | 0.02% | -5.6% | |
Buy | ATLANTA BRAVES HLDGS INC COM SER Astock | $132,647 | +7.7% | 4,609 | +7.6% | 0.02% | +13.3% | |
SMDV | Sell | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $131,538 | -9.9% | 2,036 | -6.7% | 0.02% | -5.6% |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $138,640 | -11.7% | 843 | 0.0% | 0.02% | -15.0% | |
IXC | ISHARES GLOBAL ENERGY ETFetf | $134,717 | +31.4% | 3,727 | 0.0% | 0.02% | +30.8% | |
REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $130,086 | -2.0% | 1,800 | 0.0% | 0.02% | 0.0% | |
IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $125,911 | +26.0% | 3,964 | +23.6% | 0.02% | +33.3% |
ALLE | Sell | ALLEGION PLC ORD SHSstock | $126,247 | -49.2% | 1,150 | -38.7% | 0.02% | -48.4% |
VLO | VALERO ENERGY CORP COMstock | $124,590 | +35.2% | 1,227 | 0.0% | 0.02% | +45.5% | |
FUL | FULLER H B CO COMstock | $127,185 | -18.4% | 1,925 | 0.0% | 0.02% | -15.8% | |
ARCC | ARES CAPITAL CORP COMcef | $129,073 | -1.1% | 6,161 | 0.0% | 0.02% | 0.0% | |
KLAC | Buy | KLA CORP COM NEWstock | $130,317 | -8.5% | 356 | +7.6% | 0.02% | -11.1% |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $125,860 | -58.7% | 1,400 | -48.1% | 0.02% | -57.9% |
Buy | LINDE PLC SHSstock | $129,689 | -5.2% | 406 | +2.8% | 0.02% | -5.9% | |
DAR | Sell | DARLING INGREDIENTS INC COMstock | $128,206 | -26.2% | 1,595 | -36.4% | 0.02% | -27.3% |
AMC ENTMT HLDGS INC CL A NEWstock | $123,200 | -9.4% | 5,000 | 0.0% | 0.02% | -5.9% | ||
DOCU | DOCUSIGN INC COMstock | $117,832 | -29.7% | 1,100 | 0.0% | 0.02% | -28.6% | |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $115,691 | -9.2% | 255 | -4.5% | 0.02% | -6.2% |
NWSA | NEWS CORP NEW CL Astock | $122,534 | -0.7% | 5,532 | 0.0% | 0.02% | 0.0% | |
ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $120,772 | -53.2% | 277 | -29.5% | 0.02% | -53.1% |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $116,852 | -2.8% | 853 | 0.0% | 0.02% | 0.0% | |
SECT | MAIN SECTOR ROTATION ETFetf | $121,991 | -5.2% | 2,867 | 0.0% | 0.02% | -6.2% | |
JPS | Sell | NUVEEN PFD & INCOME SECS FD COMcef | $115,682 | -16.3% | 13,772 | -3.1% | 0.02% | -11.8% |
VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $115,223 | -0.4% | 2,250 | 0.0% | 0.02% | +7.1% | |
COF | CAPITAL ONE FINL CORP COMstock | $120,656 | -9.5% | 919 | 0.0% | 0.02% | -11.8% | |
GPC | Buy | GENUINE PARTS CO COMstock | $116,146 | -9.9% | 922 | +0.2% | 0.02% | -6.2% |
NSIT | Buy | INSIGHT ENTERPRISES INC COMstock | $118,052 | +638.3% | 1,100 | +633.3% | 0.02% | +650.0% |
INFY | Sell | INFOSYS LTD SPONSORED ADRadr | $108,272 | -15.3% | 4,350 | -13.9% | 0.01% | -12.5% |
RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $111,166 | +70.3% | 4,994 | +66.8% | 0.01% | +75.0% |
ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $112,365 | -5.0% | 5,500 | 0.0% | 0.01% | -6.7% | |
SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $107,254 | -2.6% | 2,165 | 0.0% | 0.01% | 0.0% | |
SLV | Buy | ISHARES SILVER TRUSTetf | $112,318 | +11.3% | 4,909 | +4.6% | 0.01% | +7.7% |
HSY | HERSHEY CO COMstock | $112,214 | +12.0% | 518 | 0.0% | 0.01% | +16.7% | |
WRK | Buy | WESTROCK CO COMstock | $108,631 | +6.0% | 2,310 | +0.0% | 0.01% | +7.7% |
VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $109,366 | -11.4% | 911 | 0.0% | 0.01% | -6.7% | |
MTD | Sell | METTLER TOLEDO INTERNATIONAL COMstock | $102,989 | -70.4% | 75 | -63.4% | 0.01% | -69.8% |
ATLASSIAN CORPORATION CL Astock | $102,841 | -22.9% | 350 | 0.0% | 0.01% | -23.5% | ||
IBDD | Buy | ISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf | $99,186 | -0.7% | 3,734 | +0.0% | 0.01% | +8.3% |
PH | Sell | PARKER-HANNIFIN CORP COMstock | $104,991 | -15.8% | 370 | -5.6% | 0.01% | -13.3% |
AMH | Buy | AMERICAN HOMES 4 RENT CL Areit | $102,077 | +134.1% | 2,550 | +155.0% | 0.01% | +160.0% |
XYL | XYLEM INC COMstock | $105,467 | -28.9% | 1,237 | 0.0% | 0.01% | -27.8% | |
PNR | PENTAIR PLC SHSstock | $92,157 | -25.8% | 1,700 | 0.0% | 0.01% | -20.0% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $93,451 | -8.1% | 588 | +0.5% | 0.01% | -7.7% |
SNAP | Sell | SNAP INC CL Astock | $98,613 | -58.8% | 2,740 | -46.1% | 0.01% | -60.0% |
CNC | CENTENE CORP DEL COMstock | $93,114 | +2.2% | 1,106 | 0.0% | 0.01% | +9.1% | |
CG | CARLYLE GROUP INC COMstock | $97,820 | -10.9% | 2,000 | 0.0% | 0.01% | -14.3% | |
CAH | Sell | CARDINAL HEALTH INC COMstock | $97,385 | -10.6% | 1,718 | -18.8% | 0.01% | -14.3% |
TDS | Sell | TELEPHONE & DATA SYS INC COM NEWstock | $94,400 | -9.9% | 5,000 | -3.8% | 0.01% | -7.7% |
CDK | CDK GLOBAL INC COMstock | $95,267 | +16.6% | 1,957 | 0.0% | 0.01% | +20.0% | |
BLDR | Buy | BUILDERS FIRSTSOURCE INC COMstock | $97,972 | -23.3% | 1,518 | +1.8% | 0.01% | -25.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $91,846 | -24.9% | 840 | -1.2% | 0.01% | -20.0% |
NDAQ | NASDAQ INC COMstock | $89,100 | -15.1% | 500 | 0.0% | 0.01% | -15.4% | |
MRO | MARATHON OIL CORP COMstock | $90,347 | +52.9% | 3,598 | 0.0% | 0.01% | +57.1% | |
OTEX | OPEN TEXT CORP COMstock | $89,040 | -10.7% | 2,100 | 0.0% | 0.01% | -8.3% | |
IDXX | IDEXX LABS INC COMstock | $84,247 | -16.9% | 154 | 0.0% | 0.01% | -15.4% | |
TDOC | Sell | TELADOC HEALTH INC COMstock | $86,267 | -32.7% | 1,196 | -14.3% | 0.01% | -31.2% |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $90,847 | -11.8% | 2,420 | -2.0% | 0.01% | -15.4% |
HLI | Buy | HOULIHAN LOKEY INC CL Astock | $86,922 | -13.0% | 990 | +2.6% | 0.01% | -8.3% |
SAND | SANDSTORM GOLD LTD COM NEWstock | $84,921 | +30.3% | 10,510 | 0.0% | 0.01% | +37.5% | |
OKTA | OKTA INC CL Astock | $90,576 | -32.7% | 600 | 0.0% | 0.01% | -35.3% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $91,119 | -8.2% | 2,609 | -19.9% | 0.01% | -8.3% |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $89,005 | +19.3% | 2,354 | -4.8% | 0.01% | +22.2% |
QUIDELORTHO CORP COMstock | $81,534 | -16.7% | 725 | 0.0% | 0.01% | -16.7% | ||
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $76,858 | -7.6% | 1,702 | 0.0% | 0.01% | 0.0% | |
MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $82,478 | -14.6% | 5,981 | 0.0% | 0.01% | -16.7% | |
DDOG | DATADOG INC CL A COMstock | $77,250 | -15.0% | 510 | 0.0% | 0.01% | -9.1% | |
YUMC | YUM CHINA HLDGS INC COMstock | $77,431 | -16.7% | 1,864 | 0.0% | 0.01% | -16.7% | |
IP | Sell | INTERNATIONAL PAPER CO COMstock | $80,209 | -22.6% | 1,738 | -21.2% | 0.01% | -23.1% |
HR | HEALTHCARE RLTY TR COMreit | $79,692 | -13.1% | 2,900 | 0.0% | 0.01% | -9.1% | |
USFD | US FOODS HLDG CORP COMstock | $76,201 | +8.0% | 2,025 | 0.0% | 0.01% | +11.1% | |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $78,353 | -25.8% | 2,196 | -12.8% | 0.01% | -23.1% |
PDCO | PATTERSON COS INC COMstock | $77,688 | +10.3% | 2,400 | 0.0% | 0.01% | +11.1% | |
NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $75,725 | -17.5% | 5,120 | 0.0% | 0.01% | -9.1% | |
TMHC | Buy | TAYLOR MORRISON HOME CORP COMstock | $81,660 | +16.8% | 3,000 | +50.0% | 0.01% | +11.1% |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $81,469 | +1.2% | 816 | -2.0% | 0.01% | 0.0% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $71,482 | +8.9% | 960 | +4.7% | 0.01% | +12.5% |
AVY | Sell | AVERY DENNISON CORP COMstock | $71,328 | -20.8% | 410 | -1.4% | 0.01% | -18.2% |
UBSI | UNITED BANKSHARES INC WEST VA COMstock | $69,760 | -3.9% | 2,000 | 0.0% | 0.01% | 0.0% | |
OKE | ONEOK INC NEW COMstock | $70,630 | +20.2% | 1,000 | 0.0% | 0.01% | +28.6% | |
XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $70,129 | -8.1% | 681 | -5.5% | 0.01% | 0.0% |
TREX | Sell | TREX CO INC COMstock | $74,150 | -80.5% | 1,135 | -59.7% | 0.01% | -80.9% |
TWLO | TWILIO INC CL Astock | $74,165 | -37.4% | 450 | 0.0% | 0.01% | -40.0% | |
EFV | ISHARES MSCI EAFE VALUE ETFetf | $74,184 | -0.3% | 1,476 | 0.0% | 0.01% | 0.0% | |
LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $70,266 | -8.7% | 581 | 0.0% | 0.01% | -10.0% | |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $64,877 | -65.3% | 650 | -66.2% | 0.01% | -65.2% |
PPL | PPL CORP COMstock | $65,688 | -5.0% | 2,300 | 0.0% | 0.01% | -11.1% | |
ROKU | ROKU INC COM CL Astock | $60,756 | -45.1% | 485 | 0.0% | 0.01% | -42.9% | |
OR | OSISKO GOLD ROYALTIES LTD COMstock | $66,588 | +7.7% | 5,050 | 0.0% | 0.01% | 0.0% | |
IYF | New | ISHARES U.S. FINANCIALS ETFetf | $59,594 | – | 705 | +100.0% | 0.01% | – |
SNY | SANOFI SPONSORED ADRadr | $61,608 | +2.5% | 1,200 | 0.0% | 0.01% | +14.3% | |
GIS | Sell | GENERAL MLS INC COMstock | $65,314 | -36.6% | 964 | -36.9% | 0.01% | -38.5% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $62,560 | +146.6% | 800 | +166.7% | 0.01% | +166.7% |
DB | DEUTSCHE BANK A G NAMEN AKTstock | $63,250 | +1.2% | 5,000 | 0.0% | 0.01% | 0.0% | |
VMW | Buy | VMWARE INC CL A COMstock | $66,956 | +130.2% | 588 | +134.3% | 0.01% | +100.0% |
PNC | PNC FINL SVCS GROUP INC COMstock | $59,577 | -8.0% | 323 | 0.0% | 0.01% | 0.0% | |
IWB | ISHARES RUSSELL 1000 ETFetf | $61,767 | -5.4% | 247 | 0.0% | 0.01% | 0.0% | |
FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $65,660 | -4.4% | 1,000 | 0.0% | 0.01% | -11.1% | |
AES | New | AES CORP COMstock | $64,325 | – | 2,500 | +100.0% | 0.01% | – |
AXON | Buy | AXON ENTERPRISE INC COMstock | $61,979 | +689.5% | 450 | +800.0% | 0.01% | +700.0% |
CME | CME GROUP INC COMstock | $58,989 | +4.1% | 248 | 0.0% | 0.01% | 0.0% | |
SCHC | Buy | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $53,348 | -4.2% | 1,405 | +3.3% | 0.01% | 0.0% |
HRL | HORMEL FOODS CORP COMstock | $51,540 | +5.6% | 1,000 | 0.0% | 0.01% | +16.7% | |
ADSK | AUTODESK INC COMstock | $54,874 | -23.8% | 256 | 0.0% | 0.01% | -22.2% | |
CC | CHEMOURS CO COMstock | $55,089 | -6.2% | 1,750 | 0.0% | 0.01% | 0.0% | |
GSK PLC SPONSORED ADRadr | $52,272 | -1.2% | 1,200 | 0.0% | 0.01% | 0.0% | ||
O | Buy | REALTY INCOME CORP COMreit | $55,768 | +24.3% | 805 | +28.4% | 0.01% | +16.7% |
WTM | WHITE MTNS INS GROUP LTD COMstock | $56,812 | +12.1% | 50 | 0.0% | 0.01% | +16.7% | |
BEN | FRANKLIN RESOURCES INC COMstock | $57,655 | -16.6% | 2,065 | 0.0% | 0.01% | -22.2% | |
GLOBAL X SUPERDIVIDEND ETFetf | $55,077 | -6.6% | 4,806 | 0.0% | 0.01% | 0.0% | ||
MYI | Buy | BLACKROCK MUNIYIELD QUALITY FD COMcef | $57,416 | -0.7% | 4,575 | +17.3% | 0.01% | 0.0% |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $58,732 | -36.3% | 501 | 0.0% | 0.01% | -36.4% | |
VTRS | Sell | VIATRIS INC COMstock | $56,486 | -42.9% | 5,192 | -29.0% | 0.01% | -41.7% |
JXI | ISHARES GLOBAL UTILITIES ETFetf | $52,672 | +1.8% | 800 | 0.0% | 0.01% | +16.7% | |
AWR | AMER STATES WTR CO COMstock | $52,166 | -13.9% | 586 | 0.0% | 0.01% | -12.5% | |
HPF | Sell | HANCOCK JOHN PFD INCOME FD II COMcef | $58,051 | -13.0% | 3,050 | -4.6% | 0.01% | -12.5% |
SLB | SCHLUMBERGER LTD COM STKstock | $55,398 | +38.0% | 1,341 | 0.0% | 0.01% | +40.0% | |
BHK | Buy | BLACKROCK CORE BD TR SHS BEN INTcef | $54,600 | +120.5% | 4,200 | +180.0% | 0.01% | +133.3% |
EWT | ISHARES MSCI TAIWAN ETFetf | $57,456 | -7.7% | 935 | 0.0% | 0.01% | -12.5% | |
IYM | Buy | ISHARES U.S. BASIC MATERIALS ETFetf | $48,607 | +230.2% | 325 | +209.5% | 0.01% | +200.0% |
KDP | KEURIG DR PEPPER INC COMstock | $44,305 | +2.8% | 1,169 | 0.0% | 0.01% | +20.0% | |
BSTZ | New | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $51,398 | – | 1,750 | +100.0% | 0.01% | – |
SFST | SOUTHERN FIRST BANCSHARES COMstock | $50,840 | -18.6% | 1,000 | 0.0% | 0.01% | -25.0% | |
KHC | Buy | KRAFT HEINZ CO COMstock | $50,008 | +9.9% | 1,270 | +0.2% | 0.01% | 0.0% |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $47,343 | -2.7% | 312 | 0.0% | 0.01% | 0.0% | |
TKR | TIMKEN CO COMstock | $43,825 | -12.4% | 722 | 0.0% | 0.01% | 0.0% | |
IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $47,575 | -18.1% | 441 | -13.0% | 0.01% | -14.3% |
GPI | GROUP 1 AUTOMOTIVE INC COMstock | $48,671 | -14.0% | 290 | 0.0% | 0.01% | -14.3% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $46,861 | -8.6% | 170 | 0.0% | 0.01% | 0.0% | |
ACWI | ISHARES MSCI ACWI ETFetf | $46,098 | -5.7% | 462 | 0.0% | 0.01% | 0.0% | |
MMS | MAXIMUS INC COMstock | $51,341 | -5.9% | 685 | 0.0% | 0.01% | -14.3% | |
MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $50,194 | -13.7% | 668 | 0.0% | 0.01% | -14.3% | |
ETSY | Buy | ETSY INC COMstock | $46,108 | +196.6% | 371 | +422.5% | 0.01% | +200.0% |
ELS | Sell | EQUITY LIFESTYLE PPTYS INC COMreit | $44,489 | -25.5% | 582 | -14.7% | 0.01% | -14.3% |
EQIX | Buy | EQUINIX INC COMreit | $46,722 | -9.4% | 63 | +3.3% | 0.01% | 0.0% |
ROK | ROCKWELL AUTOMATION INC COMstock | $47,605 | -19.7% | 170 | 0.0% | 0.01% | -14.3% | |
BP | Sell | BP PLC SPONSORED ADRadr | $46,628 | -4.6% | 1,586 | -13.6% | 0.01% | 0.0% |
EDIV | Buy | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $45,716 | -1.8% | 1,566 | +0.1% | 0.01% | 0.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $49,045 | -5.3% | 100 | 0.0% | 0.01% | 0.0% | |
IEX | IDEX CORP COMstock | $51,192 | -18.9% | 267 | 0.0% | 0.01% | -25.0% | |
TT | TRANE TECHNOLOGIES PLC SHSstock | $47,948 | -24.4% | 314 | 0.0% | 0.01% | -25.0% | |
DRAFTKINGS INC NEW COM CL Astock | $38,395 | -29.1% | 1,972 | 0.0% | 0.01% | -28.6% | ||
AFT | APOLLO SR FLOATING RATE FD INC COMcef | $39,474 | -9.2% | 2,700 | 0.0% | 0.01% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC COMstock | $42,366 | +18.0% | 215 | 0.0% | 0.01% | +25.0% | |
VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $36,692 | +21.1% | 908 | 0.0% | 0.01% | +25.0% | |
SPG | SIMON PPTY GROUP INC NEW COMreit | $42,757 | -17.7% | 325 | 0.0% | 0.01% | -16.7% | |
CAR | New | AVIS BUDGET GROUP COMstock | $35,809 | – | 136 | +100.0% | 0.01% | – |
MAC | MACERICH CO COMreit | $40,195 | -9.5% | 2,570 | 0.0% | 0.01% | -16.7% | |
GILD | Buy | GILEAD SCIENCES INC COMstock | $37,810 | -2.8% | 636 | +18.7% | 0.01% | 0.0% |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,733 | +1.5% | 514 | 0.0% | 0.01% | 0.0% | |
GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $42,187 | -5.1% | 600 | 0.0% | 0.01% | -16.7% | |
QRVO | Sell | QORVO INC COMstock | $43,435 | -61.7% | 350 | -51.7% | 0.01% | -64.3% |
PGF | INVESCO FINANCIAL PREFERRED ETFetf | $42,300 | -10.1% | 2,500 | 0.0% | 0.01% | -16.7% | |
MFC | Buy | MANULIFE FINL CORP COMstock | $38,024 | +38.8% | 1,781 | +23.9% | 0.01% | +66.7% |
New | ZIMVIE INC COMstock | $37,458 | – | 1,640 | +100.0% | 0.01% | – | |
ELD | Buy | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $43,387 | -6.4% | 1,551 | +0.3% | 0.01% | -16.7% |
EA | Sell | ELECTRONIC ARTS INC COMstock | $37,953 | -78.0% | 300 | -77.0% | 0.01% | -76.2% |
GO | GROCERY OUTLET HLDG CORP COMstock | $39,336 | +15.9% | 1,200 | 0.0% | 0.01% | +25.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $42,700 | +4.9% | 610 | 0.0% | 0.01% | 0.0% | |
BB | BLACKBERRY LTD COMstock | $37,300 | -20.2% | 5,000 | 0.0% | 0.01% | -16.7% | |
BCAT | New | BLACKROCK CAP ALLOCATION TERM COMcef | $41,400 | – | 2,500 | +100.0% | 0.01% | – |
XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $39,035 | -66.0% | 211 | -62.5% | 0.01% | -64.3% |
ULTA | ULTA BEAUTY INC COMstock | $39,822 | -3.4% | 100 | 0.0% | 0.01% | 0.0% | |
CANADIAN PACIFIC KANSAS CITY COMstock | $41,270 | +14.7% | 500 | 0.0% | 0.01% | +25.0% | ||
SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $38,282 | -5.5% | 1,121 | 0.0% | 0.01% | 0.0% | |
WIX | Buy | WIX COM LTD SHSstock | $41,784 | +164.8% | 400 | +300.0% | 0.01% | +150.0% |
EFG | ISHARES MSCI EAFE GROWTH ETFetf | $34,946 | -12.7% | 363 | 0.0% | 0.00% | -20.0% | |
WELL | WELLTOWER INC COMreit | $28,842 | +12.1% | 300 | 0.0% | 0.00% | +33.3% | |
RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $31,072 | -2.6% | 259 | 0.0% | 0.00% | 0.0% | |
HUBS | HUBSPOT INC COMstock | $35,621 | -27.9% | 75 | 0.0% | 0.00% | -33.3% | |
IWV | ISHARES RUSSELL 3000 ETFetf | $31,484 | -5.5% | 120 | 0.0% | 0.00% | 0.0% | |
OPY | OPPENHEIMER HLDGS INC CL A NON VTGstock | $28,327 | -6.0% | 650 | 0.0% | 0.00% | 0.0% | |
RY | ROYAL BK CDA COMstock | $27,788 | +3.9% | 252 | 0.0% | 0.00% | +33.3% | |
ICF | ISHARES COHEN & STEERS REIT ETFetf | $28,617 | -6.7% | 403 | 0.0% | 0.00% | 0.0% | |
HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $28,260 | -0.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
FPF | Buy | FIRST TR INTER DURATN PFD & IN COMcef | $30,236 | +228.5% | 1,375 | +266.7% | 0.00% | +300.0% |
SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $30,912 | -6.9% | 800 | 0.0% | 0.00% | 0.0% | |
SAN | BANCO SANTANDER S.A. ADRadr | $33,800 | +2.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $31,613 | -9.0% | 426 | 0.0% | 0.00% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $27,809 | -17.0% | 155 | 0.0% | 0.00% | 0.0% | |
XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $27,767 | -2.7% | 315 | 0.0% | 0.00% | 0.0% | |
DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $31,392 | +1.5% | 717 | +0.4% | 0.00% | 0.0% |
ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $32,658 | -3.7% | 200 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP COMstock | $32,900 | +18.5% | 2,500 | 0.0% | 0.00% | +33.3% | |
NTAP | NETAPP INC COMstock | $33,200 | -9.8% | 400 | 0.0% | 0.00% | -20.0% | |
SRCL | STERICYCLE INC COMstock | $34,881 | -1.2% | 592 | 0.0% | 0.00% | 0.0% | |
FHN | Buy | FIRST HORIZON CORPORATION COMstock | $28,517 | +144.6% | 1,214 | +70.0% | 0.00% | +300.0% |
LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $32,196 | +6.4% | 510 | 0.0% | 0.00% | 0.0% | ||
FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $32,959 | -10.5% | 270 | 0.0% | 0.00% | -20.0% | ||
PINS | Buy | PINTEREST INC CL Astock | $33,642 | +152.2% | 1,367 | +272.5% | 0.00% | +100.0% |
COLD | AMERICOLD REALTY TRUST INC COMreit | $29,274 | -15.0% | 1,050 | 0.0% | 0.00% | 0.0% | |
IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $27,860 | -0.6% | 400 | 0.0% | 0.00% | +33.3% | |
ETG | EATON VANCE TX ADV GLBL DIV FD COMcef | $20,580 | -9.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
IWR | ISHARES RUSSELL MIDCAP ETFetf | $22,788 | -6.0% | 292 | 0.0% | 0.00% | 0.0% | |
DTE | DTE ENERGY CO COMstock | $22,343 | +10.6% | 169 | 0.0% | 0.00% | 0.0% | |
LEA | LEAR CORP COM NEWstock | $24,953 | -22.1% | 175 | 0.0% | 0.00% | -25.0% | |
AEE | AMEREN CORP COMstock | $20,092 | +5.3% | 214 | 0.0% | 0.00% | +50.0% | |
BBH | VANECK BIOTECH ETFetf | $26,751 | -14.4% | 165 | 0.0% | 0.00% | -25.0% | |
AAWW | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $25,911 | -8.2% | 300 | 0.0% | 0.00% | -25.0% | |
MAR | MARRIOTT INTL INC NEW CL Astock | $24,078 | +6.4% | 137 | 0.0% | 0.00% | 0.0% | |
RYN | RAYONIER INC COMreit | $20,149 | +1.9% | 490 | 0.0% | 0.00% | +50.0% | |
VOE | VANGUARD MID-CAP VALUE ETFetf | $22,451 | -0.4% | 150 | 0.0% | 0.00% | 0.0% | |
WH | New | WYNDHAM HOTELS & RESORTS INC COMstock | $23,036 | – | 272 | +100.0% | 0.00% | – |
VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $26,988 | -5.4% | 429 | 0.0% | 0.00% | -25.0% | |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $21,939 | -3.8% | 285 | +5.6% | 0.00% | 0.0% |
SBCF | SEACOAST BKG CORP FLA COM NEWstock | $22,763 | -1.0% | 650 | 0.0% | 0.00% | 0.0% | |
ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PARTstock | $21,602 | +22.1% | 1,400 | 0.0% | 0.00% | +50.0% | |
DNP | DNP SELECT INCOME FD INC COMcef | $26,311 | +8.7% | 2,226 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INC CL Bstock | $19,896 | +19.2% | 400 | 0.0% | 0.00% | +50.0% | |
MSM | MSC INDL DIRECT INC CL Astock | $23,433 | +1.4% | 275 | 0.0% | 0.00% | 0.0% | |
AGG | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $22,812 | -6.1% | 213 | 0.0% | 0.00% | 0.0% | |
POOL | POOL CORP COMstock | $21,143 | -25.3% | 50 | 0.0% | 0.00% | -25.0% | |
ES | EVERSOURCE ENERGY COMstock | $21,695 | -3.1% | 246 | 0.0% | 0.00% | 0.0% | |
VV | VANGUARD LARGE-CAP ETFetf | $20,849 | -5.7% | 100 | 0.0% | 0.00% | 0.0% | |
PBW | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $26,056 | -8.8% | 400 | 0.0% | 0.00% | -25.0% | |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $20,871 | +71.0% | 147 | +113.0% | 0.00% | +50.0% |
BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $27,027 | -0.8% | 450 | 0.0% | 0.00% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $24,822 | -30.5% | 60 | 0.0% | 0.00% | -25.0% | |
PETS | PETMED EXPRESS INC COMstock | $25,800 | +2.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
PEAK | Sell | HEALTHPEAK PROPERTIES INC COMreit | $27,464 | -41.5% | 800 | -38.5% | 0.00% | -50.0% |
CRMT | AMERICAS CAR-MART INC COMstock | $26,826 | -21.3% | 333 | 0.0% | 0.00% | -25.0% | |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $25,815 | +13.9% | 389 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC COMstock | $21,258 | -20.8% | 235 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC COMstock | $20,805 | +28.4% | 140 | 0.0% | 0.00% | +50.0% | |
MUSA | New | MURPHY USA INC COMstock | $19,996 | – | 100 | +100.0% | 0.00% | – |
LMACA | LIBERTY MEDIA ACQUISITION CORP COM SR Astock | $19,820 | -3.6% | 2,000 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $24,692 | -7.4% | 450 | 0.0% | 0.00% | 0.0% | |
RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $24,989 | +4.0% | 570 | 0.0% | 0.00% | 0.0% | |
PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $20,660 | -14.3% | 255 | 0.0% | 0.00% | 0.0% | |
IVW | ISHARES S&P 500 GROWTH ETFetf | $27,191 | -8.7% | 356 | 0.0% | 0.00% | -25.0% | |
NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $21,674 | -1.2% | 260 | 0.0% | 0.00% | 0.0% | |
UNFI | UNITED NAT FOODS INC COMstock | $22,743 | -15.7% | 550 | 0.0% | 0.00% | 0.0% | |
FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $26,787 | -4.6% | 273 | 0.0% | 0.00% | 0.0% | |
MUA | BLACKROCK MUNIASSETS FD INC COMcef | $25,600 | -13.9% | 2,000 | 0.0% | 0.00% | -25.0% | |
DORM | Sell | DORMAN PRODS INC COMstock | $23,758 | -53.3% | 250 | -44.4% | 0.00% | -50.0% |
FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $24,141 | -30.5% | 325 | 0.0% | 0.00% | -25.0% | |
KRE | SPDR S&P REGIONAL BANKING ETFetf | $27,560 | -2.8% | 400 | 0.0% | 0.00% | -25.0% | |
ILMN | ILLUMINA INC COMstock | $22,711 | -8.2% | 65 | 0.0% | 0.00% | 0.0% | |
BIG | Buy | BIG LOTS INC COMstock | $20,760 | +360.8% | 600 | +500.0% | 0.00% | +200.0% |
USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $24,658 | -7.9% | 448 | 0.0% | 0.00% | 0.0% | |
KAMN | KAMAN CORP COMstock | $21,740 | +0.8% | 500 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC COMstock | $22,246 | -12.4% | 100 | 0.0% | 0.00% | 0.0% | |
MGA | MAGNA INTL INC COMstock | $19,293 | -20.5% | 300 | 0.0% | 0.00% | -33.3% | |
MAG | MAG SILVER CORP COMstock | $13,712 | +3.2% | 848 | 0.0% | 0.00% | 0.0% | |
MRCY | MERCURY SYS INC COMstock | $12,890 | +17.1% | 200 | 0.0% | 0.00% | +100.0% | |
MIN | MFS INTER INCOME TR SH BEN INTcef | $12,600 | -12.3% | 4,000 | 0.0% | 0.00% | 0.0% | |
MFM | MFS MUN INCOME TR SH BEN INTcef | $11,934 | -12.6% | 1,950 | 0.0% | 0.00% | 0.0% | |
AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $16,006 | -91.1% | 255 | -91.9% | 0.00% | -90.9% |
ABNB | AIRBNB INC COM CL Astock | $12,195 | +3.2% | 71 | 0.0% | 0.00% | +100.0% | |
MUR | New | MURPHY OIL CORP COMstock | $16,156 | – | 400 | +100.0% | 0.00% | – |
OEF | ISHARES S&P 100 ETFetf | $13,345 | -4.8% | 64 | 0.0% | 0.00% | 0.0% | |
PEJ | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $12,583 | -0.4% | 258 | 0.0% | 0.00% | 0.0% | |
AGCB | ALTIMETER GROWTH CORP 2 COM CL Astock | $19,640 | -0.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
FTV | FORTIVE CORP COMstock | $15,172 | -20.1% | 249 | 0.0% | 0.00% | 0.0% | |
FMX | Sell | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $12,428 | -41.8% | 150 | -45.5% | 0.00% | -33.3% |
BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $12,523 | +10.5% | 166 | 0.0% | 0.00% | +100.0% | |
FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $19,298 | -3.1% | 405 | 0.0% | 0.00% | 0.0% | |
IDU | ISHARES U.S. UTILITIES ETFetf | $18,200 | +2.9% | 200 | 0.0% | 0.00% | 0.0% | |
BTWN | MONEYHERO LIMITED ORD SHSstock | $19,720 | +0.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
ATVI | New | ACTIVISION BLIZZARD INC COMstock | $12,017 | – | 150 | +100.0% | 0.00% | – |
TNL | Sell | TRAVEL PLUS LEISURE CO COMstock | $15,644 | -87.7% | 270 | -88.3% | 0.00% | -87.5% |
CFFI | C & F FINL CORP COMstock | $13,429 | -2.1% | 268 | 0.0% | 0.00% | 0.0% | |
OMCL | New | OMNICELL COM COMstock | $12,949 | – | 100 | +100.0% | 0.00% | – |
UA | UNDER ARMOUR INC CL Cstock | $18,672 | -13.7% | 1,200 | 0.0% | 0.00% | -33.3% | |
HXL | HEXCEL CORP NEW COMstock | $13,381 | +14.8% | 225 | 0.0% | 0.00% | +100.0% | |
APOLLO GLOBAL MGMT INC COMstock | $12,398 | -14.4% | 200 | 0.0% | 0.00% | 0.0% | ||
HST | HOST HOTELS & RESORTS INC COMreit | $19,430 | +11.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
U | UNITY SOFTWARE INC COMstock | $12,401 | -30.6% | 125 | 0.0% | 0.00% | 0.0% | |
PSR | New | INVESCO ACTIVE U.S. REAL ESTATE FUNDetf | $16,755 | – | 150 | +100.0% | 0.00% | – |
FITB | FIFTH THIRD BANCORP COMstock | $13,644 | -1.2% | 317 | 0.0% | 0.00% | 0.0% | |
PETQ | PETIQ INC COM CL Astock | $12,200 | +7.4% | 500 | 0.0% | 0.00% | +100.0% | |
BIGZ | New | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $17,085 | – | 1,500 | +100.0% | 0.00% | – |
FSLY | FASTLY INC CL Astock | $18,249 | -51.0% | 1,050 | 0.0% | 0.00% | -60.0% | |
SPOT | New | SPOTIFY TECHNOLOGY S A SHSstock | $16,763 | – | 111 | +100.0% | 0.00% | – |
SLI | STANDARD LITHIUM LTD COMstock | $18,568 | -10.3% | 2,110 | 0.0% | 0.00% | -33.3% | |
EXC | New | EXELON CORP COMstock | $11,908 | – | 250 | +100.0% | 0.00% | – |
PNFP | Sell | PINNACLE FINL PARTNERS INC COMstock | $13,628 | -88.3% | 148 | -87.9% | 0.00% | -85.7% |
PLUG | PLUG POWER INC COM NEWstock | $15,879 | +1.3% | 555 | 0.0% | 0.00% | 0.0% | |
QQQJ | Sell | INVESCO NASDAQ NEXT GEN 100 ETFetf | $18,034 | -64.7% | 621 | -59.2% | 0.00% | -66.7% |
ESS | Buy | ESSEX PPTY TR INC COMreit | $13,843 | +257.2% | 40 | +263.6% | 0.00% | – |
UPST | UPSTART HLDGS INC COMstock | $15,382 | -27.9% | 141 | 0.0% | 0.00% | -33.3% | |
SR | SPIRE INC COMstock | $14,352 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC COMstock | $13,292 | -18.6% | 264 | 0.0% | 0.00% | 0.0% | |
EQX | EQUINOX GOLD CORP COMstock | $12,314 | +22.3% | 1,489 | 0.0% | 0.00% | +100.0% | |
EWZ | New | ISHARES MSCI BRAZIL ETFetf | $17,015 | – | 450 | +100.0% | 0.00% | – |
EPAM | EPAM SYS INC COMstock | $14,831 | -55.6% | 50 | 0.0% | 0.00% | -50.0% | |
SWN | Sell | SOUTHWESTERN ENERGY CO COMstock | $16,219 | -30.5% | 2,262 | -54.9% | 0.00% | -33.3% |
VTR | Sell | VENTAS INC COMreit | $12,352 | -79.9% | 200 | -83.3% | 0.00% | -75.0% |
LUV | SOUTHWEST AIRLS CO COMstock | $18,915 | +6.9% | 413 | 0.0% | 0.00% | 0.0% | |
SJI | Sell | SOUTH JERSEY INDS INC COMstock | $13,820 | -33.9% | 400 | -50.0% | 0.00% | -33.3% |
VONV | Sell | VANGUARD RUSSELL 1000 VALUE ETFetf | $14,123 | -47.4% | 194 | -46.7% | 0.00% | -33.3% |
HWM | HOWMET AEROSPACE INC COMstock | $11,968 | +12.9% | 333 | 0.0% | 0.00% | +100.0% | |
BSL | BLACKSTONE SENI FLTN RAT 2027 COMcef | $15,280 | -11.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INC CL Astock | $16,039 | -32.4% | 70 | 0.0% | 0.00% | -33.3% | |
RPAY | REPAY HLDGS CORP COM CL Astock | $14,770 | -19.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
AN | AUTONATION INC COMstock | $18,323 | -14.8% | 184 | 0.0% | 0.00% | -33.3% | |
REET | New | ISHARES GLOBAL REIT ETFetf | $17,526 | – | 600 | +100.0% | 0.00% | – |
RBLX | ROBLOX CORP CL Astock | $12,670 | -55.2% | 274 | 0.0% | 0.00% | -50.0% | |
MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $12,150 | -16.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
CIEN | CIENA CORP COM NEWstock | $12,126 | -21.2% | 200 | 0.0% | 0.00% | 0.0% | |
REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $13,068 | -5.3% | 400 | 0.0% | 0.00% | 0.0% | |
TCVA | TCV ACQUISITION CORP CL A SHSstock | $19,520 | -1.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
EOG | New | EOG RES INC COMstock | $13,115 | – | 110 | +100.0% | 0.00% | – |
SEIC | SEI INVTS CO COMstock | $12,042 | -1.2% | 200 | 0.0% | 0.00% | 0.0% | |
MYD | BLACKROCK MUNIYIELD FD INC COMcef | $12,630 | -14.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $18,637 | +52.4% | 471 | +50.5% | 0.00% | 0.0% |
SDY | SPDR S&P DIVIDEND ETFetf | $12,811 | -0.8% | 100 | 0.0% | 0.00% | 0.0% | |
SCI | SERVICE CORP INTL COMstock | $19,746 | -7.3% | 300 | 0.0% | 0.00% | -33.3% | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $17,265 | -10.6% | 344 | 0.0% | 0.00% | 0.0% | |
HII | HUNTINGTON INGALLS INDS INC COMstock | $18,348 | +6.8% | 92 | 0.0% | 0.00% | 0.0% | |
BIIB | BIOGEN INC COMstock | $16,848 | -12.2% | 80 | 0.0% | 0.00% | 0.0% | |
DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $14,574 | +0.1% | 226 | +0.4% | 0.00% | 0.0% |
TTE | TOTALENERGIES SE SPONSORED ADSadr | $7,581 | +2.2% | 150 | 0.0% | 0.00% | 0.0% | |
TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $6,076 | -10.9% | 46 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $4,836 | -6.6% | 45 | 0.0% | 0.00% | 0.0% | |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $4,623 | -12.8% | 46 | 0.0% | 0.00% | 0.0% | |
BSJO | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $9,528 | -4.6% | 400 | 0.0% | 0.00% | 0.0% | |
BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $9,508 | -3.2% | 400 | 0.0% | 0.00% | 0.0% | |
BSJQ | New | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $9,778 | – | 400 | +100.0% | 0.00% | – |
IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $10,230 | -12.7% | 40 | 0.0% | 0.00% | 0.0% | |
PBJ | INVESCO FOOD & BEVERAGE ETFetf | $8,083 | +2.5% | 175 | 0.0% | 0.00% | 0.0% | |
IYH | Sell | ISHARES U.S. HEALTHCARE ETFetf | $6,353 | -27.1% | 22 | -24.1% | 0.00% | 0.0% |
OIA | INVESCO MUNI INCOME OPP TRST COMcef | $10,650 | -11.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
PFF | Sell | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $5,463 | -78.7% | 150 | -76.9% | 0.00% | -66.7% |
IIM | INVESCO VALUE MUN INCOME TR COMcef | $5,883 | -18.2% | 422 | 0.0% | 0.00% | 0.0% | |
ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $4,403 | -3.7% | 100 | 0.0% | 0.00% | 0.0% | |
NEAR | BLACKROCK SHORT DURATION BOND ETFetf | $6,196 | -0.8% | 125 | 0.0% | 0.00% | 0.0% | |
ITRI | Buy | ITRON INC COMstock | $5,268 | +53.8% | 100 | +100.0% | 0.00% | – |
IEP | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $9,347 | +4.7% | 180 | 0.0% | 0.00% | 0.0% | |
ITT | ITT INC COMstock | $10,905 | -26.4% | 145 | 0.0% | 0.00% | -50.0% | |
New | HYCROFT MINING HOLDING CORP CL A NEWstock | $4,600 | – | 2,000 | +100.0% | 0.00% | – | |
KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $8,298 | +18.4% | 900 | 0.0% | 0.00% | 0.0% | |
KRG | New | KITE RLTY GROUP TR COM NEWreit | $9,928 | – | 436 | +100.0% | 0.00% | – |
LEG | Sell | LEGGETT & PLATT INC COMstock | $6,960 | -48.8% | 200 | -39.4% | 0.00% | -50.0% |
LEN | LENNAR CORP CL Astock | $4,464 | -30.1% | 55 | 0.0% | 0.00% | 0.0% | |
LYV | Sell | LIVE NATION ENTERTAINMENT INC COMstock | $6,235 | -56.6% | 53 | -55.8% | 0.00% | -50.0% |
HASI | HANNON ARMSTRONG SUST INFR CAP COMreit | $11,858 | -10.7% | 250 | 0.0% | 0.00% | -50.0% | |
HBI | HANESBRANDS INC COMstock | $8,547 | -10.9% | 574 | 0.0% | 0.00% | 0.0% | |
LUCID GROUP INC COMstock | $5,080 | -33.2% | 200 | 0.0% | 0.00% | 0.0% | ||
GPK | GRAPHIC PACKAGING HLDG CO COMstock | $7,014 | +2.8% | 350 | 0.0% | 0.00% | 0.0% | |
EAF | GRAFTECH INTL LTD COMstock | $9,645 | -18.7% | 1,003 | 0.0% | 0.00% | 0.0% | |
MAS | MASCO CORP COMstock | $5,865 | -27.4% | 115 | 0.0% | 0.00% | 0.0% | |
MTCH | New | MATCH GROUP INC NEW COMstock | $7,068 | – | 65 | +100.0% | 0.00% | – |
QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $4,194 | -5.5% | 200 | 0.0% | 0.00% | 0.0% | |
GM | GENERAL MTRS CO COMstock | $6,342 | -25.4% | 145 | 0.0% | 0.00% | 0.0% | |
MAA | MID-AMER APT CMNTYS INC COMreit | $5,125 | -8.5% | 24 | 0.0% | 0.00% | 0.0% | |
GPS | GAP INC COMstock | $7,040 | -20.2% | 500 | 0.0% | 0.00% | 0.0% | |
MPWR | MONOLITHIC PWR SYS INC COMstock | $4,371 | -1.6% | 9 | 0.0% | 0.00% | 0.0% | |
FF | FUTUREFUEL CORP COMstock | $9,817 | +27.4% | 1,009 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC COMstock | $4,618 | -38.0% | 74 | 0.0% | 0.00% | 0.0% | |
NCR | NCR VOYIX CORPORATION COMstock | $10,048 | -0.0% | 250 | 0.0% | 0.00% | 0.0% | |
FLAX | FRANKLIN FTSE ASIA EX JAPAN ETFetf | $9,407 | -8.0% | 393 | 0.0% | 0.00% | 0.0% | |
NJR | NEW JERSEY RES CORP COMstock | $9,172 | +11.7% | 200 | 0.0% | 0.00% | 0.0% | |
NEM | NEWMONT CORP COMstock | $5,244 | +28.1% | 66 | 0.0% | 0.00% | 0.0% | |
FLR | FLUOR CORP NEW COMstock | $11,476 | +15.8% | 400 | 0.0% | 0.00% | 0.0% | |
QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $5,098 | -3.4% | 86 | 0.0% | 0.00% | 0.0% | |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $5,909 | -7.2% | 617 | +0.7% | 0.00% | 0.0% |
FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $4,874 | +12.5% | 320 | 0.0% | 0.00% | 0.0% | |
PKG | Sell | PACKAGING CORP AMER COMstock | $7,806 | -34.1% | 50 | -42.5% | 0.00% | 0.0% |
PENN | PENN ENTERTAINMENT INC COMstock | $8,484 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $7,496 | +12.2% | 375 | 0.0% | 0.00% | 0.0% | |
DOC | PHYSICIANS RLTY TR COMreit | $8,770 | -6.9% | 500 | 0.0% | 0.00% | 0.0% | |
PMX | PIMCO MUN INCOME FD III COMcef | $8,037 | -18.7% | 775 | 0.0% | 0.00% | 0.0% | |
EQR | EQUITY RESIDENTIAL SH BEN INTreit | $8,992 | -0.6% | 100 | 0.0% | 0.00% | 0.0% | |
Sell | PROSHARES ULTRASHORT S&P500etf | $8,431 | +5.8% | 225 | -80.1% | 0.00% | 0.0% | |
NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $4,746 | -3.3% | 50 | 0.0% | 0.00% | 0.0% | |
PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $11,650 | -19.1% | 1,000 | 0.0% | 0.00% | -50.0% | |
PWR | Sell | QUANTA SVCS INC COMstock | $8,028 | -19.5% | 61 | -29.9% | 0.00% | 0.0% |
EXP | EAGLE MATLS INC COMstock | $9,627 | -22.9% | 75 | 0.0% | 0.00% | -50.0% | |
RIVIAN AUTOMOTIVE INC COM CL Astock | $10,048 | -51.5% | 200 | 0.0% | 0.00% | -66.7% | ||
ROL | Sell | ROLLINS INC COMstock | $7,641 | -14.1% | 218 | -16.2% | 0.00% | 0.0% |
JETS | U.S. GLOBAL JETS ETFetf | $7,616 | +3.2% | 350 | 0.0% | 0.00% | 0.0% | |
DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $9,018 | – | 26 | +100.0% | 0.00% | – |
DFS | DISCOVER FINL SVCS COMstock | $5,510 | -4.6% | 50 | 0.0% | 0.00% | 0.0% | |
SAP | SAP SE SPON ADRadr | $5,548 | -20.8% | 50 | 0.0% | 0.00% | 0.0% | |
SCHN | SCHNITZER STEEL INDS INC CL Astock | $6,129 | +0.0% | 118 | 0.0% | 0.00% | 0.0% | |
DDS | Buy | DILLARDS INC CL Astock | $6,978 | +216.5% | 26 | +188.9% | 0.00% | – |
DOCN | DIGITALOCEAN HLDGS INC COMstock | $5,785 | -28.0% | 100 | 0.0% | 0.00% | 0.0% | |
DKS | DICKS SPORTING GOODS INC COMstock | $5,401 | -13.0% | 54 | 0.0% | 0.00% | 0.0% | |
FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $10,614 | -5.4% | 300 | 0.0% | 0.00% | 0.0% | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $4,558 | +13.1% | 84 | 0.0% | 0.00% | 0.0% | |
CORT | New | CORCEPT THERAPEUTICS INC COMstock | $7,882 | – | 350 | +100.0% | 0.00% | – |
New | CONSTELLATION ENERGY CORP COMstock | $4,781 | – | 85 | +100.0% | 0.00% | – | |
CMPS | New | COMPASS PATHWAYS PLC SPONSORED ADSadr | $7,090 | – | 550 | +100.0% | 0.00% | – |
NET | Sell | CLOUDFLARE INC CL A COMstock | $9,576 | -68.9% | 80 | -65.8% | 0.00% | -75.0% |
CHD | CHURCH & DWIGHT CO INC COMstock | $4,969 | -3.0% | 50 | 0.0% | 0.00% | 0.0% | |
CHK | Sell | CHESAPEAKE ENERGY CORP COMstock | $4,263 | +1.6% | 49 | -24.6% | 0.00% | 0.0% |
CHKEL | CHESAPEAKE ENERGY CORP WT C EXP 020926stock | $8,226 | +69.7% | 148 | 0.0% | 0.00% | 0.0% | |
SONO | SONOS INC COMstock | $8,748 | -5.3% | 310 | 0.0% | 0.00% | 0.0% | |
CHX | CHAMPIONX CORPORATION COMstock | $6,732 | +21.1% | 275 | 0.0% | 0.00% | 0.0% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC COM CL Astock | $4,156 | +13.5% | 85 | 0.0% | 0.00% | – | |
SU | SUNCOR ENERGY INC NEW COMstock | $9,125 | +30.2% | 280 | 0.0% | 0.00% | 0.0% | |
SXC | SUNCOKE ENERGY INC COMstock | $9,139 | +35.2% | 1,026 | 0.0% | 0.00% | 0.0% | |
Sell | SYLVAMO CORP COMMON STOCKstock | $5,225 | -5.9% | 157 | -21.1% | 0.00% | 0.0% | |
SYNA | SYNAPTICS INC COMstock | $7,980 | -31.1% | 40 | 0.0% | 0.00% | 0.0% | |
CPT | CAMDEN PPTY TR SH BEN INTreit | $7,479 | -7.0% | 45 | 0.0% | 0.00% | 0.0% | |
TRP | TC ENERGY CORP COMstock | $5,868 | +21.2% | 104 | 0.0% | 0.00% | 0.0% | |
TEN | TENNECO INC CL A VTG COM STKstock | $7,328 | +62.1% | 400 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL COMstock | $5,225 | +16.1% | 106 | 0.0% | 0.00% | 0.0% | |
CCMP | Sell | CMC MATERIALS INC COMstock | $4,635 | -51.6% | 25 | -50.0% | 0.00% | 0.0% |
CF | CF INDS HLDGS INC COMstock | $5,153 | +45.6% | 50 | 0.0% | 0.00% | – | |
BLD | TOPBUILD CORP COMstock | $9,976 | -34.3% | 55 | 0.0% | 0.00% | -50.0% | |
CBOE | Sell | CBOE GLOBAL MKTS INC COMstock | $5,721 | -98.0% | 50 | -97.7% | 0.00% | -97.1% |
TRMB | TRIMBLE INC COMstock | $5,843 | -17.3% | 81 | 0.0% | 0.00% | 0.0% | |
TRUP | TRUPANION INC COMstock | $4,456 | -32.5% | 50 | 0.0% | 0.00% | 0.0% | |
BRKS | Sell | AZENTA INC COMstock | $4,144 | -96.2% | 50 | -95.2% | 0.00% | -92.3% |
USB | Sell | US BANCORP DEL COM NEWstock | $10,630 | -68.5% | 200 | -66.7% | 0.00% | -75.0% |
BRSP | BRIGHTSPIRE CAPITAL INC COM CL Areit | $5,476 | -9.8% | 592 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP COMstock | $11,073 | +4.3% | 250 | 0.0% | 0.00% | 0.0% | |
UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $6,715 | +11.9% | 46 | 0.0% | 0.00% | 0.0% | |
VALE | New | VALE S A SPONSORED ADSadr | $4,998 | – | 250 | +100.0% | 0.00% | – |
EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $6,065 | -0.9% | 40 | 0.0% | 0.00% | 0.0% | |
PPH | VANECK PHARMACEUTICAL ETFetf | $4,626 | +3.6% | 58 | 0.0% | 0.00% | 0.0% | |
MVT | BLACKROCK MUNIVEST FD II INC COMcef | $9,553 | -18.6% | 740 | 0.0% | 0.00% | 0.0% | |
IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $11,560 | -0.7% | 69 | 0.0% | 0.00% | 0.0% | |
MHD | BLACKROCK MUNIHOLDINGS FD INC COMcef | $10,530 | -15.1% | 740 | 0.0% | 0.00% | -50.0% | |
BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $7,170 | -14.9% | 500 | 0.0% | 0.00% | 0.0% | |
BKI | BLACK KNIGHT INC COMstock | $5,799 | -30.0% | 100 | 0.0% | 0.00% | 0.0% | |
GOLD | BARRICK GOLD CORP COMstock | $6,770 | +29.1% | 276 | 0.0% | 0.00% | 0.0% | |
VPL | Sell | VANGUARD FTSE PACIFIC ETFetf | $7,405 | -56.5% | 100 | -54.1% | 0.00% | -50.0% |
BKR | BAKER HUGHES COMPANY CL Astock | $7,282 | +51.3% | 200 | 0.0% | 0.00% | 0.0% | |
ABG | ASBURY AUTOMOTIVE GROUP INC COMstock | $5,607 | -7.3% | 35 | 0.0% | 0.00% | 0.0% | |
APPN | APPIAN CORP CL Astock | $9,123 | -6.7% | 150 | 0.0% | 0.00% | 0.0% | |
VRSK | VERISK ANALYTICS INC COMstock | $5,795 | -6.2% | 27 | 0.0% | 0.00% | 0.0% | |
VVI | VIAD CORP COMstock | $4,491 | -16.7% | 126 | 0.0% | 0.00% | 0.0% | |
APA | New | APA CORPORATION COMstock | $9,795 | – | 237 | +100.0% | 0.00% | – |
WAB | Sell | WABTEC COMstock | $6,155 | -1.7% | 64 | -5.9% | 0.00% | 0.0% |
WCN | WASTE CONNECTIONS INC COMstock | $5,728 | +2.5% | 41 | 0.0% | 0.00% | 0.0% | |
WST | WEST PHARMACEUTICAL SVSC INC COMstock | $5,339 | -12.4% | 13 | 0.0% | 0.00% | 0.0% | |
AJRD | AEROJET ROCKETDYNE HLDGS INC COMstock | $6,571 | -15.9% | 167 | 0.0% | 0.00% | 0.0% | |
ARKG | Sell | ARK GENOMIC REVOLUTION ETFetf | $4,981 | -83.5% | 108 | -78.0% | 0.00% | -75.0% |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $4,814 | +5.5% | 220 | 0.0% | 0.00% | 0.0% | |
NVT | Sell | NVENT ELECTRIC PLC SHSstock | $5,217 | -61.9% | 150 | -58.3% | 0.00% | -50.0% |
ALC | ALCON AG ORD SHSstock | $9,520 | -8.9% | 120 | 0.0% | 0.00% | 0.0% | |
AMN | AMN HEALTHCARE SVCS INC COMstock | $5,217 | -14.7% | 50 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $8,788 | -17.2% | 140 | 0.0% | 0.00% | 0.0% | |
AGCO | Buy | AGCO CORP COMstock | $7,594 | +39.3% | 52 | +10.6% | 0.00% | 0.0% |
INMD | INMODE LTD SHSstock | $5,537 | -47.7% | 150 | 0.0% | 0.00% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $5,141 | +11.5% | 50 | 0.0% | 0.00% | 0.0% | |
RCL | Sell | ROYAL CARIBBEAN GROUP COMstock | $8,378 | -9.2% | 100 | -16.7% | 0.00% | 0.0% |
CRON | CRONOS GROUP INC COMstock | $307 | -1.0% | 79 | 0.0% | 0.00% | – | |
Exit | BUNGE GLOBAL SA COM SHSstock | $0 | – | -16 | -100.0% | 0.00% | – | |
FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $2,138 | -3.9% | 40 | 0.0% | 0.00% | – | |
VIOO | New | VANGUARD S&P SMALL-CAP 600 ETFetf | $3,367 | – | 17 | +100.0% | 0.00% | – |
ETSY | Exit | ETSY INC COMcall | $0 | – | -300 | -100.0% | 0.00% | – |
LOGI | LOGITECH INTL S A SHSstock | $3,689 | -10.5% | 50 | 0.0% | 0.00% | -100.0% | |
IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $2,020 | -4.4% | 80 | 0.0% | 0.00% | – | |
GOVT | ISHARES U.S. TREASURY BOND ETFetf | $1,021 | -6.7% | 41 | 0.0% | 0.00% | – | |
IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $3,253 | -83.9% | 26 | -82.2% | 0.00% | -100.0% |
FVRR | FIVERR INTL LTD ORD SHSstock | $3,804 | -33.1% | 50 | 0.0% | 0.00% | -100.0% | |
IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $2,588 | -10.1% | 35 | 0.0% | 0.00% | – | |
HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $3,209 | -5.4% | 39 | 0.0% | 0.00% | – | |
PGX | INVESCO PREFERRED ETFetf | $3,393 | -9.5% | 250 | 0.0% | 0.00% | – | |
TUR | ISHARES MSCI TURKEY ETFetf | $2,070 | +11.4% | 100 | 0.0% | 0.00% | – | |
PII | Exit | POLARIS INC COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
AVTR | Exit | AVANTOR INC COMstock | $0 | – | -40 | -100.0% | 0.00% | – |
IPI | Exit | INTREPID POTASH INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
OKTA | Exit | OKTA INC CL Acall | $0 | – | -200 | -100.0% | 0.00% | – |
CDW | Exit | CDW CORP COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
BERY | Exit | BERRY GLOBAL GROUP INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
AMG | Exit | AFFILIATED MANAGERS GROUP INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
RUN | Exit | SUNRUN INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
WIX | Exit | WIX COM LTD SHScall | $0 | – | -300 | -100.0% | 0.00% | – |
BKH | Exit | BLACK HILLS CORP COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
IPG | Exit | INTERPUBLIC GROUP COS INC COMstock | $0 | – | -53 | -100.0% | 0.00% | – |
TMUS | Exit | T-MOBILE US INC COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
TPC | TUTOR PERINI CORP COMstock | $540 | -12.8% | 50 | 0.0% | 0.00% | – | |
THOMSON REUTERS CORP. COMstock | $1,415 | -9.0% | 13 | 0.0% | 0.00% | – | ||
CMS | New | CMS ENERGY CORP COMstock | $2,238 | – | 32 | +100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC COMstock | $568 | -0.4% | 11 | 0.0% | 0.00% | – | |
SKT | Sell | TANGER INC COMreit | $860 | -56.3% | 50 | -51.0% | 0.00% | – |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADScall | $31 | -13.9% | 300 | 0.0% | 0.00% | – | |
BLNK | BLINK CHARGING CO COMstock | $1,879 | -0.2% | 71 | 0.0% | 0.00% | – | |
TLGA | Sell | ELECTRIQ PWR HLDGS INC COM SHSstock | $1,958 | -83.2% | 200 | -83.3% | 0.00% | -100.0% |
UNG | New | UNITED STATES NATURAL GAS FUND LPetf | $1,972 | – | 100 | +100.0% | 0.00% | – |
TJX | Sell | TJX COS INC NEW COMstock | $909 | -87.7% | 15 | -84.5% | 0.00% | -100.0% |
CANOPY GROWTH CORP COM NEWstock | $644 | -13.2% | 85 | 0.0% | 0.00% | – | ||
CCL | New | CARNIVAL CORP PAIRED CTFstock | $404 | – | 20 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC COMstock | $2,237 | – | 16 | +100.0% | 0.00% | – |
UPLD | UPLAND SOFTWARE INC COMstock | $299 | -2.0% | 17 | 0.0% | 0.00% | – | |
CERE | CEREVEL THERAPEUTICS HLDNG INC COMstock | $3,501 | +8.0% | 100 | 0.0% | 0.00% | – | |
UPST | New | UPSTART HLDGS INC COMcall | $22 | – | 200 | +100.0% | 0.00% | – |
VFC | New | V F CORP COMstock | $1,820 | – | 32 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,637 | – | 3 | +100.0% | 0.00% | – |
CHGG | CHEGG INC COMstock | $1,814 | +18.2% | 50 | 0.0% | 0.00% | – | |
SOLO BRANDS INC COM CL Astock | $2,346 | -45.4% | 275 | 0.0% | 0.00% | -100.0% | ||
SNA | SNAP ON INC COMstock | $3,082 | -4.6% | 15 | 0.0% | 0.00% | – | |
CHS | CHICOS FAS INC COMstock | $1,440 | -10.8% | 300 | 0.0% | 0.00% | – | |
SMH | VANECK SEMICONDUCTOR ETFetf | $1,619 | -12.6% | 6 | 0.0% | 0.00% | – | |
NOW | SERVICENOW INC COMcall | $56 | -13.8% | 100 | 0.0% | 0.00% | – | |
CPNG | COUPANG INC CL Astock | $3,801 | -39.8% | 215 | 0.0% | 0.00% | -100.0% | |
GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,875 | +11.8% | 40 | 0.0% | 0.00% | – | |
SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,225 | -5.1% | 23 | 0.0% | 0.00% | – | |
DM | Sell | DESKTOP METAL INC COM CL Astock | $830 | -33.0% | 175 | -30.0% | 0.00% | – |
QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $1,238 | -9.3% | 16 | 0.0% | 0.00% | – | |
SPX TECHNOLOGIES INC COMstock | $3,953 | -17.2% | 80 | 0.0% | 0.00% | -100.0% | ||
DISCK | DISCOVERY INC COM SER Cstock | $2,622 | +9.0% | 105 | 0.0% | 0.00% | – | |
BIO | BIO RAD LABS INC CL Astock | $2,816 | -25.5% | 5 | 0.0% | 0.00% | – | |
KBE | SPDR S&P BANK ETFetf | $2,618 | -4.0% | 50 | 0.0% | 0.00% | – | |
SE | Exit | SEA LTD SPONSORD ADScall | $0 | – | -700 | -100.0% | 0.00% | – |
JJC | New | IPATH SERIES B BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETNetf | $1,538 | – | 65 | +100.0% | 0.00% | – |
JJN | New | IPATH SERIES B BLOOMBERG NICKEL SUBINDEX TOTAL RETURN ETNetf | $2,144 | – | 50 | +100.0% | 0.00% | – |
XAR | New | SPDR S&P AEROSPACE & DEFENSE ETFetf | $1,870 | – | 15 | +100.0% | 0.00% | – |
BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,201 | -3.1% | 211 | 0.0% | 0.00% | – | |
Exit | BRILLIANT EARTH GROUP INC CL A COMstock | $0 | – | -200 | -100.0% | 0.00% | – | |
DRE | Sell | DUKE REALTY CORP COM NEWreit | $871 | -56.4% | 15 | -50.0% | 0.00% | – |
AXON | Sell | AXON ENTERPRISE INC COMcall | $14 | -82.3% | 100 | -80.0% | 0.00% | – |
DT | DYNATRACE INC COM NEWstock | $3,156 | -21.9% | 67 | 0.0% | 0.00% | -100.0% | |
MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $1,659 | -6.4% | 160 | 0.0% | 0.00% | – | |
ROKU | ROKU INC COM CL Acall | $25 | -45.7% | 200 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC COMstock | $1,642 | -3.4% | 49 | 0.0% | 0.00% | – | |
RIOT | RIOT PLATFORMS INC COMstock | $931 | -5.3% | 44 | 0.0% | 0.00% | – | |
ADSK | Sell | AUTODESK INC COMcall | $21 | -75.0% | 100 | -66.7% | 0.00% | – |
RMR | RMR GROUP INC CL Astock | $1,026 | -10.3% | 33 | 0.0% | 0.00% | – | |
ENS | ENERSYS COMstock | $2,237 | -5.7% | 30 | 0.0% | 0.00% | – | |
PYR | Sell | PYROGENESIS CDA INC COMstock | $2,500 | -37.1% | 1,000 | -33.3% | 0.00% | – |
ENPH | ENPHASE ENERGY INC COMstock | $2,018 | +10.3% | 10 | 0.0% | 0.00% | – | |
PUBM | PUBMATIC INC COM CL Astock | $2,612 | -23.3% | 100 | 0.0% | 0.00% | – | |
PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $2,055 | +15.2% | 191 | 0.0% | 0.00% | – | |
PINS | Sell | PINTEREST INC CL Acall | $25 | -65.3% | 1,000 | -50.0% | 0.00% | – |
ATLANTA BRAVES HLDGS INC COM SER Cstock | $2,791 | -0.7% | 100 | 0.0% | 0.00% | – | ||
FMC | FMC CORP COM NEWstock | $921 | +19.8% | 7 | 0.0% | 0.00% | – | |
PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $62 | -8.8% | 27 | 0.0% | 0.00% | – | |
FR | FIRST INDL RLTY TR INC COMreit | $1,789 | -6.0% | 29 | 0.0% | 0.00% | – | |
DIBS | 1STDIBS COM INC COMstock | $1,598 | -36.1% | 200 | 0.0% | 0.00% | – | |
RCUS | New | ARCUS BIOSCIENCES INC COMstock | $947 | – | 30 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $1,826 | – | 133 | +100.0% | 0.00% | – |
PVH | New | PVH CORPORATION COMstock | $766 | – | 10 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC COM CL Astock | $1,578 | – | 25 | +100.0% | 0.00% | – |
VEC | Exit | V2X INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $2,610 | +18.9% | 10 | 0.0% | 0.00% | – | |
ORION OFFICE REIT INC COMreit | $854 | -25.0% | 61 | 0.0% | 0.00% | – | ||
ORGANIGRAM HLDGS INC COMstock | $332 | -5.1% | 200 | 0.0% | 0.00% | – | ||
OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $1,163 | +179.6% | 33 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $593 | -26.2% | 60 | 0.0% | 0.00% | – | |
TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $3,065 | -6.2% | 52 | 0.0% | 0.00% | – | |
NUS | NU SKIN ENTERPRISES INC CL Astock | $2,394 | -5.7% | 50 | 0.0% | 0.00% | – | |
NLOK | GEN DIGITAL INC COMstock | $2,652 | +2.1% | 100 | 0.0% | 0.00% | – | |
FLO | FLOWERS FOODS INC COMstock | $2,417 | -6.4% | 94 | 0.0% | 0.00% | – | |
NGD | NEW GOLD INC CDA COMstock | $2,700 | +20.0% | 1,500 | 0.0% | 0.00% | – | |
NRG | NRG ENERGY INC COM NEWstock | $1,458 | -10.9% | 38 | 0.0% | 0.00% | – | |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,601 | +15.1% | 30 | 0.0% | 0.00% | – | |
NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $83 | +3.8% | 100 | 0.0% | 0.00% | – | |
MSTR | MICROSTRATEGY INC CL A NEWstock | $1,459 | -10.7% | 3 | 0.0% | 0.00% | – | |
MSFT | Sell | MICROSOFT CORP COMcall | $62 | -38.6% | 200 | -33.3% | 0.00% | – |
FINX | GLOBAL X FINTECH ETFetf | $1,601 | -20.0% | 50 | 0.0% | 0.00% | – | |
AIMC | ALTRA INDL MOTION CORP COMstock | $1,012 | -24.5% | 26 | 0.0% | 0.00% | – | |
SIL | GLOBAL X SILVER MINERS ETFetf | $1,455 | -0.8% | 40 | 0.0% | 0.00% | – | |
MAT | MATTEL INC COMstock | $1,222 | +3.0% | 55 | 0.0% | 0.00% | – | |
MASI | New | MASIMO CORP COMstock | $3,202 | – | 22 | +100.0% | 0.00% | – |
GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,633 | +11.3% | 50 | 0.0% | 0.00% | – | |
DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $3,642 | +0.1% | 82 | 0.0% | 0.00% | – | |
GMED | GLOBUS MED INC CL Astock | $3,689 | +2.2% | 50 | 0.0% | 0.00% | – | |
WDAY | WORKDAY INC CL Astock | $3,592 | -12.3% | 15 | 0.0% | 0.00% | -100.0% | |
MMC | New | MARSH & MCLENNAN COS INC COMstock | $1,363 | – | 8 | +100.0% | 0.00% | – |
GER | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $2,005 | +17.3% | 166 | 0.0% | 0.00% | – | |
WYNN | WYNN RESORTS LTD COMstock | $1,595 | -6.2% | 20 | 0.0% | 0.00% | – | |
MSGE | SPHERE ENTERTAINMENT CO CL Astock | $1,166 | +18.4% | 14 | 0.0% | 0.00% | – | |
MTB | Sell | M & T BK CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
GRWG | GROWGENERATION CORP COMstock | $921 | -29.4% | 100 | 0.0% | 0.00% | – | |
LTHM | LIVENT CORP COMstock | $2,242 | +6.9% | 86 | 0.0% | 0.00% | – | |
LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,828 | -10.1% | 40 | 0.0% | 0.00% | – | ||
LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,658 | -10.1% | 80 | 0.0% | 0.00% | -100.0% | ||
LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,397 | +10.4% | 20 | 0.0% | 0.00% | – | ||
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $2,706 | -16.0% | 20 | 0.0% | 0.00% | – | |
LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $1,311 | -18.5% | 10 | 0.0% | 0.00% | – | |
AEGON LTD AMER REG 1 CERTadr | $973 | +7.0% | 184 | 0.0% | 0.00% | – | ||
LMND | LEMONADE INC COMstock | $132 | -37.4% | 5 | 0.0% | 0.00% | – | |
BAMR | Sell | BROOKFIELD REINS LTD CL A EXCH LT VTGstock | $286 | -82.4% | 5 | -80.8% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC COMstock | $3,781 | – | 35 | +100.0% | 0.00% | – |
AAQC | ACCELERATE ACQUISITION CORP COM CL Astock | $586 | +0.5% | 60 | 0.0% | 0.00% | – | |
ARKX | New | ARK SPACE EXPLORATION & INNOVATION ETFetf | $2,008 | – | 112 | +100.0% | 0.00% | – |
LVS | LAS VEGAS SANDS CORP COMstock | $1,749 | +3.2% | 45 | 0.0% | 0.00% | – | |
WRB | Exit | BERKLEY W R CORP COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
ARKK | Sell | ARK INNOVATION ETFetf | $1,458 | -49.4% | 22 | -26.7% | 0.00% | – |
MDB | Exit | MONGODB INC CL Acall | $0 | – | -100 | -100.0% | 0.00% | – |
NVCR | NOVOCURE LTD ORD SHSstock | $2,071 | +10.3% | 25 | 0.0% | 0.00% | – | |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $2,020 | -91.9% | 154 | -88.8% | 0.00% | -100.0% | |
KEY | New | KEYCORP COMstock | $2,260 | – | 101 | +100.0% | 0.00% | – |
HIIIU | Sell | HUDSON EXECUTIVE INVES III UNIT EX 022226stock | $1,970 | -83.2% | 200 | -83.3% | 0.00% | -100.0% |
TPGY | TPG PACE BEN FIN CORP CL A COMstock | $10 | 0.0% | 1 | 0.0% | 0.00% | – | |
JD | JD.COM INC SPON ADR CL Aadr | $2,315 | -17.4% | 40 | 0.0% | 0.00% | – | |
IZEA | IZEA WORLDWIDE INC COM NEWstock | $2,533 | +23.9% | 1,526 | 0.0% | 0.00% | – | |
SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $3,450 | -9.2% | 52 | 0.0% | 0.00% | – | |
IEUR | Exit | ISHARES CORE MSCI EUROPE ETFetf | $0 | – | -109 | -100.0% | -0.00% | – |
IYG | Exit | ISHARES US FINANCIAL SERVICES ETFetf | $0 | – | -22 | -100.0% | -0.00% | – |
XLC | Exit | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $0 | – | -150 | -100.0% | -0.00% | – |
ASB | Exit | ASSOCIATED BANC CORP COMstock | $0 | – | -226 | -100.0% | -0.00% | – |
DY | Exit | DYCOM INDS INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
FRPT | Exit | FRESHPET INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
CIT | Exit | CIT GROUP INC COM NEWstock | $0 | – | -174 | -100.0% | -0.00% | – |
BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
CNK | Exit | CINEMARK HLDGS INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
KN | Exit | KNOWLES CORP COMstock | $0 | – | -275 | -100.0% | -0.00% | – |
MHK | Exit | MOHAWK INDS INC COMstock | $0 | – | -42 | -100.0% | -0.00% | – |
VCYT | Exit | VERACYTE INC COMstock | $0 | – | -233 | -100.0% | -0.00% | – |
AAXJ | Exit | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFetf | $0 | – | -74 | -100.0% | -0.00% | – |
IEI | Exit | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $0 | – | -54 | -100.0% | -0.00% | – |
DGRW | Exit | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $0 | – | -300 | -100.0% | -0.00% | – |
QTRX | Exit | QUANTERIX CORP COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
VGK | Exit | VANGUARD FTSE EUROPE ETFetf | $0 | – | -216 | -100.0% | -0.00% | – |
FDL | Exit | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $0 | – | -532 | -100.0% | -0.00% | – |
FXZ | Exit | FIRST TRUST MATERIALS ALPHADEX FUNDetf | $0 | – | -273 | -100.0% | -0.00% | – |
QABA | Exit | FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUNDetf | $0 | – | -297 | -100.0% | -0.00% | – |
Exit | MIRION TECHNOLOGIES INC COM CL Astock | $0 | – | -2,000 | -100.0% | -0.00% | – | |
GAM | Exit | GENERAL AMERN INVS CO INC COMcef | $0 | – | -626 | -100.0% | -0.00% | – |
FTXO | Exit | FIRST TRUST NASDAQ BANK ETFetf | $0 | – | -700 | -100.0% | -0.00% | – |
FREL | Exit | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $0 | – | -930 | -100.0% | -0.00% | – |
FXU | Exit | FIRST TRUST UTILITIES ALPHADEX FUNDetf | $0 | – | -1,236 | -100.0% | -0.01% | – |
FIW | Exit | FIRST TRUST WATER ETFetf | $0 | – | -434 | -100.0% | -0.01% | – |
FXH | Exit | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $0 | – | -310 | -100.0% | -0.01% | – |
SKYY | Exit | FIRST TRUST CLOUD COMPUTING ETFetf | $0 | – | -353 | -100.0% | -0.01% | – |
NTES | Exit | NETEASE INC SPONSORED ADSadr | $0 | – | -375 | -100.0% | -0.01% | – |
CIBR | Exit | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $0 | – | -766 | -100.0% | -0.01% | – |
KKR | Exit | KKR & CO INC COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
ITGR | Exit | INTEGER HLDGS CORP COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
FXN | Exit | FIRST TRUST ENERGY ALPHADEX FUNDetf | $0 | – | -4,214 | -100.0% | -0.01% | – |
FTA | Exit | FIRST TRUST LARGE CAP VALUE ALPHADEX FUNDetf | $0 | – | -694 | -100.0% | -0.01% | – |
FXG | Exit | FIRST TRUST CONSUMER STAPLES ALPHADEX FUNDetf | $0 | – | -785 | -100.0% | -0.01% | – |
RHI | Exit | ROBERT HALF INC. COMstock | $0 | – | -500 | -100.0% | -0.01% | – |
FXO | Exit | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $0 | – | -1,266 | -100.0% | -0.01% | – |
EDOW | Exit | FIRST TRUST DOW 30 EQUAL WEIGHT ETFetf | $0 | – | -1,688 | -100.0% | -0.01% | – |
FDN | Exit | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $0 | – | -251 | -100.0% | -0.01% | – |
MKL | Exit | MARKEL GROUP INC COMstock | $0 | – | -50 | -100.0% | -0.01% | – |
FXR | Exit | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $0 | – | -1,185 | -100.0% | -0.01% | – |
BSJM | Exit | INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -3,190 | -100.0% | -0.01% | – |
FXL | Exit | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $0 | – | -535 | -100.0% | -0.01% | – |
CGW | Exit | INVESCO S&P GLOBAL WATER INDEX ETFetf | $0 | – | -1,685 | -100.0% | -0.01% | – |
JCOM | Exit | ZIFF DAVIS INC COMstock | $0 | – | -1,000 | -100.0% | -0.01% | – |
PTLC | Exit | PACER TRENDPILOT US LARGE CAP ETFetf | $0 | – | -3,746 | -100.0% | -0.02% | – |
EVRG | Exit | EVERGY INC COMstock | $0 | – | -4,000 | -100.0% | -0.03% | – |
RDSB | Exit | SHELL PLC SPON ADR Badr | $0 | – | -6,658 | -100.0% | -0.04% | – |
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 | 2024-01-03 |
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 |
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.