$644 Million is the total value of Anchor Investment Management, LLC's 980 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 7.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP COMstock | $20,368,512 | -8.8% | 87,456 | +0.6% | 3.16% | -2.4% |
V | Sell | VISA INC COM CL Astock | $16,509,330 | -11.4% | 92,932 | -1.8% | 2.56% | -5.2% |
AAPL | Sell | APPLE INC COMstock | $13,986,702 | -6.9% | 101,206 | -7.9% | 2.17% | -0.5% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $11,761,516 | -4.4% | 277,722 | +0.8% | 1.82% | +2.2% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $11,330,332 | -7.8% | 69,358 | +0.2% | 1.76% | -1.5% |
QQQ | Sell | INVESCO QQQ TRUST SERIES Ietf | $10,707,951 | -8.1% | 40,066 | -3.7% | 1.66% | -1.8% |
ABBV | Sell | ABBVIE INC COMstock | $10,529,209 | -15.6% | 78,453 | -3.7% | 1.63% | -9.8% |
BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $10,252,395 | +3.4% | 502,815 | +5.1% | 1.59% | +10.6% |
BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $9,619,602 | +2.4% | 460,930 | +2.8% | 1.49% | +9.5% |
BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $9,544,586 | +3.3% | 478,545 | +5.9% | 1.48% | +10.5% |
SCHP | Buy | SCHWAB US TIPS ETFetf | $9,211,648 | -6.6% | 177,831 | +0.6% | 1.43% | -0.1% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $8,970,580 | -12.0% | 120,767 | -9.7% | 1.39% | -5.9% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $8,940,508 | -10.4% | 92,985 | +1939.1% | 1.39% | -4.2% |
XOM | Buy | EXXON MOBIL CORP COMstock | $8,669,440 | +3.1% | 99,295 | +1.1% | 1.34% | +10.2% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $8,654,579 | -11.8% | 53,575 | -0.3% | 1.34% | -5.6% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $8,210,263 | -1.2% | 16,257 | +0.5% | 1.27% | +5.6% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETFetf | $7,901,890 | -7.1% | 25,708 | -1.3% | 1.23% | -0.6% |
LOW | Buy | LOWES COS INC COMstock | $7,840,266 | +12.4% | 41,746 | +4.5% | 1.22% | +20.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $7,588,708 | +1.5% | 28,420 | +3.7% | 1.18% | +8.6% |
UNP | Sell | UNION PAC CORP COMstock | $7,076,844 | -9.1% | 36,325 | -0.5% | 1.10% | -2.7% |
PFE | Buy | PFIZER INC COMstock | $7,004,821 | -15.0% | 160,074 | +1.8% | 1.09% | -9.1% |
MRK | Buy | MERCK & CO INC COMstock | $6,680,696 | -5.1% | 77,574 | +0.4% | 1.04% | +1.5% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $6,500,217 | -15.0% | 69,880 | -2.1% | 1.01% | -9.1% |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $6,388,690 | +10.4% | 105,546 | +14.4% | 0.99% | +18.0% |
FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $6,314,051 | +22.0% | 7,918 | 0.0% | 0.98% | +30.5% | |
DIS | Buy | DISNEY WALT CO COMstock | $5,899,415 | +2.3% | 62,540 | +2.4% | 0.92% | +9.3% |
KO | Sell | COCA COLA CO COMstock | $5,791,900 | -11.0% | 103,390 | -0.1% | 0.90% | -4.9% |
WM | Sell | WASTE MGMT INC DEL COMstock | $5,212,623 | +1.3% | 32,536 | -3.3% | 0.81% | +8.3% |
ABT | Buy | ABBOTT LABS COMstock | $5,185,383 | -10.3% | 53,590 | +0.7% | 0.80% | -4.1% |
HD | Sell | HOME DEPOT INC COMstock | $5,038,353 | +0.4% | 18,259 | -0.2% | 0.78% | +7.4% |
AMZN | Sell | AMAZON COM INC COMstock | $4,925,105 | -7.9% | 43,585 | -13.5% | 0.76% | -1.5% |
SO | Sell | SOUTHERN CO COMstock | $4,670,414 | -8.8% | 68,683 | -4.4% | 0.72% | -2.4% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $4,658,125 | -11.5% | 36,896 | +0.8% | 0.72% | -5.4% |
ENB | Sell | ENBRIDGE INC COMstock | $4,620,100 | -13.5% | 124,531 | -1.5% | 0.72% | -7.5% |
CVX | Buy | CHEVRON CORP NEW COMstock | $4,582,366 | +2.6% | 31,895 | +3.4% | 0.71% | +9.7% |
LLY | Sell | ELI LILLY & CO COMstock | $4,494,565 | -1.1% | 13,900 | -0.9% | 0.70% | +5.6% |
VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $4,416,023 | +3.9% | 76,415 | +5.8% | 0.68% | +11.0% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $4,290,824 | -27.4% | 113,006 | -3.0% | 0.67% | -22.4% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $4,201,139 | -5.9% | 43,922 | +2044.6% | 0.65% | +0.6% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $4,197,572 | -4.9% | 12,786 | +0.4% | 0.65% | +1.6% |
ADBE | Buy | ADOBE INC COMstock | $4,058,925 | -21.5% | 14,749 | +4.4% | 0.63% | -16.1% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $4,015,935 | -8.9% | 7,918 | -2.4% | 0.62% | -2.7% |
FDX | Sell | FEDEX CORP COMstock | $3,972,415 | -35.9% | 26,756 | -2.0% | 0.62% | -31.5% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $3,947,943 | +9.2% | 78,707 | +9.1% | 0.61% | +16.8% |
INTC | Sell | INTEL CORP COMstock | $3,888,983 | -31.6% | 150,911 | -0.7% | 0.60% | -26.9% |
MDT | Buy | MEDTRONIC PLC SHSstock | $3,756,329 | -7.4% | 46,518 | +2.9% | 0.58% | -1.0% |
RSG | Sell | REPUBLIC SVCS INC COMstock | $3,717,949 | -0.3% | 27,330 | -4.1% | 0.58% | +6.7% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $3,683,806 | -5.6% | 78,080 | +0.9% | 0.57% | +1.1% |
QCOM | Sell | QUALCOMM INC COMstock | $3,494,786 | -14.2% | 30,933 | -3.0% | 0.54% | -8.3% |
PEP | Buy | PEPSICO INC COMstock | $3,476,907 | -1.3% | 21,297 | +0.8% | 0.54% | +5.7% |
D | Sell | DOMINION ENERGY INC COMstock | $3,403,242 | -18.2% | 49,244 | -5.5% | 0.53% | -12.6% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $3,348,774 | -7.5% | 114,176 | +23.8% | 0.52% | -1.0% |
VHT | Buy | VANGUARD HEALTH CARE ETFetf | $3,349,883 | -4.7% | 14,975 | +0.3% | 0.52% | +2.0% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $3,254,134 | -6.6% | 15,522 | +1.3% | 0.50% | 0.0% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $3,095,184 | +4.5% | 13,684 | -3.0% | 0.48% | +11.6% |
ORCL | Sell | ORACLE CORP COMstock | $3,026,757 | -13.2% | 49,562 | -0.7% | 0.47% | -7.1% |
VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $3,028,622 | +3.4% | 12,884 | +0.0% | 0.47% | +10.6% |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $3,014,867 | -2.1% | 37,475 | -5.5% | 0.47% | +4.7% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $2,936,005 | -3.5% | 28,096 | +4.0% | 0.46% | +3.2% |
MCK | Buy | MCKESSON CORP COMstock | $2,878,359 | +8.3% | 8,469 | +3.9% | 0.45% | +15.8% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $2,868,220 | -7.5% | 14,008 | +1.2% | 0.44% | -1.1% |
VFH | Buy | VANGUARD FINANCIALS ETFetf | $2,869,662 | -0.7% | 38,550 | +3.0% | 0.44% | +6.2% |
TFC | Sell | TRUIST FINL CORP COMstock | $2,834,797 | -9.5% | 65,108 | -1.4% | 0.44% | -3.3% |
SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,782,810 | -18.9% | 124,233 | -8.1% | 0.43% | -13.3% |
FISV | Sell | FISERV INC COMstock | $2,780,152 | -2.6% | 29,712 | -7.4% | 0.43% | +4.1% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $2,712,485 | -9.6% | 32,677 | +7.6% | 0.42% | -3.2% |
CSX | Sell | CSX CORP COMstock | $2,671,433 | -10.2% | 100,279 | -2.1% | 0.42% | -3.9% |
BAC | Buy | BANK AMERICA CORP COMstock | $2,600,990 | +8.5% | 86,126 | +11.8% | 0.40% | +16.1% |
SON | Sell | SONOCO PRODS CO COMstock | $2,597,427 | -0.6% | 45,786 | -0.0% | 0.40% | +6.3% |
EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $2,496,252 | -16.7% | 30,210 | -4.1% | 0.39% | -11.0% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $2,482,931 | +1.0% | 31,666 | -0.3% | 0.38% | +7.8% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $2,466,391 | -13.1% | 8,674 | -3.6% | 0.38% | -7.0% |
SYK | Sell | STRYKER CORPORATION COMstock | $2,440,607 | -1.5% | 12,050 | -3.3% | 0.38% | +5.3% |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $2,404,050 | +11.3% | 3,418 | 0.0% | 0.37% | +19.2% | |
GLW | Buy | CORNING INC COMstock | $2,366,959 | -6.4% | 81,563 | +1.7% | 0.37% | 0.0% |
EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,352,531 | -2.4% | 41,265 | +8.4% | 0.36% | +4.3% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $2,300,046 | -2.6% | 4,870 | -1.2% | 0.36% | +4.1% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,243,867 | +13.4% | 59,362 | +17.0% | 0.35% | +21.3% |
FB | Buy | META PLATFORMS INC CL Astock | $2,206,021 | -14.0% | 16,259 | +2.3% | 0.34% | -8.1% |
CVS | Sell | CVS HEALTH CORP COMstock | $2,194,624 | +0.5% | 23,012 | -2.4% | 0.34% | +7.6% |
MCD | Sell | MCDONALDS CORP COMstock | $2,150,691 | -10.6% | 9,321 | -4.3% | 0.33% | -4.3% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $2,151,486 | -8.1% | 11,988 | -3.4% | 0.33% | -1.8% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $2,129,393 | -3.6% | 20,367 | -3.2% | 0.33% | +2.8% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $2,069,574 | -11.1% | 37,745 | +0.7% | 0.32% | -5.0% |
VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $2,057,537 | +0.3% | 11,977 | +8.2% | 0.32% | +7.0% |
WMT | Buy | WALMART INC COMstock | $2,051,619 | +9.5% | 15,818 | +2.7% | 0.32% | +16.9% |
CSCO | Buy | CISCO SYS INC COMstock | $2,012,696 | -3.1% | 50,317 | +3.3% | 0.31% | +3.7% |
VO | Sell | VANGUARD MID-CAP ETFetf | $1,935,909 | -4.7% | 10,298 | -0.2% | 0.30% | +1.7% |
UNM | UNUM GROUP COMstock | $1,916,836 | +14.1% | 49,403 | 0.0% | 0.30% | +21.7% | |
DHR | Buy | DANAHER CORPORATION COMstock | $1,907,740 | +2.9% | 7,386 | +1.0% | 0.30% | +10.0% |
GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $1,881,821 | -0.4% | 76,033 | +11.8% | 0.29% | +6.6% |
TSCO | Sell | TRACTOR SUPPLY CO COMstock | $1,881,291 | -5.4% | 10,121 | -1.4% | 0.29% | +1.0% |
SJM | Buy | SMUCKER J M CO COM NEWstock | $1,865,307 | +10.9% | 13,575 | +3.3% | 0.29% | +18.4% |
K | Buy | KELLANOVA COMstock | $1,849,769 | +0.9% | 26,554 | +3.3% | 0.29% | +7.9% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $1,807,857 | -9.9% | 7,537 | -7.8% | 0.28% | -3.4% |
TXN | Buy | TEXAS INSTRS INC COMstock | $1,796,427 | +7.0% | 11,606 | +6.2% | 0.28% | +14.3% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $1,766,613 | -3.8% | 4,946 | +1.6% | 0.27% | +3.0% |
GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $1,761,726 | -2.2% | 68,205 | +12.7% | 0.27% | +4.6% |
LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $1,741,928 | -12.8% | 8,505 | -0.2% | 0.27% | -6.9% |
HUM | Sell | HUMANA INC COMstock | $1,694,769 | +2.7% | 3,493 | -0.9% | 0.26% | +9.6% |
SBUX | Sell | STARBUCKS CORP COMstock | $1,658,693 | +3.5% | 19,685 | -6.2% | 0.26% | +10.3% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $1,652,023 | -0.4% | 99,280 | +0.3% | 0.26% | +6.2% |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $1,640,286 | -8.8% | 18,039 | -3.2% | 0.26% | -2.3% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $1,639,417 | -13.6% | 14,567 | +3.8% | 0.25% | -7.6% |
SSB | SOUTHSTATE CORPORATION COMstock | $1,597,118 | +2.6% | 20,186 | 0.0% | 0.25% | +9.7% | |
VAW | Buy | VANGUARD MATERIALS ETFetf | $1,590,469 | -6.9% | 10,716 | +0.5% | 0.25% | -0.4% |
RTX | Buy | RTX CORPORATION COMstock | $1,593,159 | -9.8% | 19,462 | +5.9% | 0.25% | -3.5% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $1,589,185 | +16.9% | 23,923 | +26.0% | 0.25% | +25.4% |
VIS | Sell | VANGUARD INDUSTRIALS ETFetf | $1,568,967 | -3.6% | 9,959 | -0.1% | 0.24% | +3.0% |
ANTM | Buy | ELEVANCE HEALTH INC COMstock | $1,560,342 | -0.9% | 3,435 | +5.3% | 0.24% | +5.7% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $1,518,486 | -14.6% | 48,359 | +3.1% | 0.24% | -8.5% |
PAYX | Sell | PAYCHEX INC COMstock | $1,517,304 | -5.0% | 13,522 | -3.6% | 0.24% | +1.3% |
CAT | Sell | CATERPILLAR INC COMstock | $1,491,780 | -20.3% | 9,092 | -13.2% | 0.23% | -15.1% |
SNPS | Sell | SYNOPSYS INC COMstock | $1,481,724 | -2.2% | 4,850 | -2.8% | 0.23% | +4.5% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,480,263 | -13.0% | 3,832 | -3.2% | 0.23% | -6.9% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,474,299 | -3.6% | 20,738 | +4.4% | 0.23% | +3.2% |
SPGI | Buy | S&P GLOBAL INC COMstock | $1,474,841 | -9.2% | 4,830 | +0.2% | 0.23% | -3.0% |
AZO | Sell | AUTOZONE INC COMstock | $1,437,235 | -3.1% | 671 | -2.8% | 0.22% | +3.7% |
VB | Sell | VANGUARD SMALL-CAP ETFetf | $1,411,204 | -3.9% | 8,257 | -0.9% | 0.22% | +2.8% |
AMAT | Sell | APPLIED MATLS INC COMstock | $1,399,938 | -14.4% | 17,087 | -5.0% | 0.22% | -8.4% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $1,385,391 | -9.1% | 10,269 | -6.6% | 0.22% | -2.7% |
EMR | Buy | EMERSON ELEC CO COMstock | $1,371,809 | -4.9% | 18,735 | +3.3% | 0.21% | +1.9% |
AMGN | Sell | AMGEN INC COMstock | $1,352,239 | -7.8% | 5,999 | -0.4% | 0.21% | -1.4% |
CFR | CULLEN FROST BANKERS INC COMstock | $1,335,951 | +13.5% | 10,104 | 0.0% | 0.21% | +21.1% | |
MMM | Buy | 3M CO COMstock | $1,269,483 | -10.7% | 11,489 | +4.6% | 0.20% | -4.4% |
LHCG | Sell | LHC GROUP INC COMstock | $1,272,293 | +1.7% | 7,774 | -3.2% | 0.20% | +8.2% |
VTV | Buy | VANGUARD VALUE ETFetf | $1,262,370 | -2.8% | 10,223 | +3.8% | 0.20% | +3.7% |
MET | Sell | METLIFE INC COMstock | $1,261,229 | -4.3% | 20,751 | -1.2% | 0.20% | +2.6% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $1,266,030 | -3.3% | 9,310 | +3.0% | 0.20% | +3.2% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,252,536 | +4.0% | 4,868 | +12.2% | 0.19% | +10.9% |
AFL | Sell | AFLAC INC COMstock | $1,223,586 | -2.0% | 21,772 | -3.5% | 0.19% | +5.0% |
TGT | Sell | TARGET CORP COMstock | $1,167,312 | -15.3% | 7,867 | -19.4% | 0.18% | -9.5% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $1,096,884 | -6.3% | 9,036 | +17.0% | 0.17% | 0.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $1,093,342 | +1.1% | 12,101 | +5.3% | 0.17% | +8.3% |
T | Buy | AT&T INC COMstock | $1,079,759 | -20.9% | 70,388 | +8.0% | 0.17% | -15.2% |
GD | Sell | GENERAL DYNAMICS CORP COMstock | $1,079,256 | -4.3% | 5,087 | -0.2% | 0.17% | +1.8% |
FTNT | Sell | FORTINET INC COMstock | $1,075,701 | -13.3% | 21,895 | -0.1% | 0.17% | -7.2% |
CI | Buy | THE CIGNA GROUP COMstock | $1,028,026 | +7.0% | 3,705 | +1.6% | 0.16% | +15.1% |
BTT | Buy | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,017,727 | -7.4% | 49,597 | +0.0% | 0.16% | -0.6% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $1,003,960 | +65.1% | 22,901 | +72.6% | 0.16% | +77.3% |
SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $998,335 | -5.4% | 3,132 | +3.8% | 0.16% | +1.3% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $987,223 | +24.1% | 11,470 | +0.7% | 0.15% | +33.0% |
CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $983,536 | -8.0% | 8,780 | 0.0% | 0.15% | -1.3% | |
BAX | Buy | BAXTER INTL INC COMstock | $967,189 | -16.1% | 17,957 | +0.0% | 0.15% | -10.2% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $968,748 | -14.8% | 13,790 | -2.8% | 0.15% | -9.1% |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $961,076 | -7.8% | 11,988 | +4.8% | 0.15% | -1.3% |
SOR | Buy | SOURCE CAP INC COMcef | $960,551 | -1.3% | 27,444 | +5.2% | 0.15% | +5.7% |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $951,419 | -13.8% | 579 | -8.2% | 0.15% | -7.5% |
FOXA | Buy | FOX CORP CL A COMstock | $947,713 | -0.1% | 30,890 | +4.8% | 0.15% | +6.5% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $947,724 | -4.8% | 3,234 | -3.5% | 0.15% | +2.1% |
TSLA | Buy | TESLA INC COMstock | $941,107 | +9.7% | 3,548 | +178.5% | 0.15% | +16.8% |
COP | Buy | CONOCOPHILLIPS COMstock | $922,390 | +24.9% | 9,013 | +9.6% | 0.14% | +33.6% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $907,766 | -1.1% | 5,025 | -0.2% | 0.14% | +6.0% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $894,888 | +6.4% | 11,282 | -0.3% | 0.14% | +13.9% |
BK | Sell | BANK NEW YORK MELLON CORP COMstock | $885,696 | -8.2% | 22,993 | -0.7% | 0.14% | -2.1% |
EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $879,503 | -2.4% | 36,985 | 0.0% | 0.14% | +3.8% | |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $875,168 | -19.2% | 12,765 | -3.7% | 0.14% | -13.4% |
WY | Buy | WEYERHAEUSER CO MTN BE COM NEWreit | $866,615 | -13.8% | 30,344 | +0.0% | 0.13% | -8.2% |
LKQ | Sell | LKQ CORP COMstock | $864,870 | -4.5% | 18,343 | -0.5% | 0.13% | +2.3% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $849,399 | -43.5% | 10,459 | -42.4% | 0.13% | -39.4% |
ATO | Sell | ATMOS ENERGY CORP COMstock | $841,892 | -10.0% | 8,266 | -0.9% | 0.13% | -3.7% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $844,205 | -13.5% | 4,062 | +0.5% | 0.13% | -7.7% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $827,152 | +40.1% | 11,509 | +23.2% | 0.13% | +48.8% |
INTU | Buy | INTUIT COMstock | $827,334 | +2.6% | 2,136 | +2.1% | 0.13% | +9.4% |
MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $818,384 | -5.5% | 13,642 | +0.4% | 0.13% | +0.8% |
IJH | Sell | ISHARES CORE S&P MID-CAP ETFetf | $790,652 | -18.7% | 3,606 | -16.1% | 0.12% | -12.8% |
MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $769,625 | -0.3% | 7,785 | 0.0% | 0.12% | +6.2% | |
TEL | TE CONNECTIVITY LTD SHSstock | $760,160 | -2.5% | 6,888 | 0.0% | 0.12% | +4.4% | |
MCO | Sell | MOODYS CORP COMstock | $758,503 | -16.0% | 3,120 | -6.0% | 0.12% | -9.9% |
IYC | Sell | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $748,859 | +2.2% | 12,867 | -0.4% | 0.12% | +9.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $746,364 | -22.6% | 6,282 | -8.1% | 0.12% | -17.1% |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $739,709 | +59.2% | 14,214 | +79.9% | 0.12% | +71.6% |
CPRT | Sell | COPART INC COMstock | $734,692 | -3.5% | 6,905 | -1.4% | 0.11% | +3.6% |
REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $729,513 | +35.6% | 1,059 | +16.4% | 0.11% | +44.9% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $729,946 | -12.8% | 16,455 | -1.8% | 0.11% | -6.6% |
TSN | TYSON FOODS INC CL Astock | $728,527 | -23.4% | 11,050 | 0.0% | 0.11% | -18.1% | |
BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $715,100 | -5.5% | 9,558 | -3.0% | 0.11% | +0.9% |
L | LOEWS CORP COMstock | $707,728 | -15.9% | 14,200 | 0.0% | 0.11% | -9.8% | |
Sell | BROOKFIELD CORP CL A LTD VT SHstock | $711,486 | -10.6% | 17,400 | -2.8% | 0.11% | -5.2% | |
NVO | Sell | NOVO-NORDISK A S ADRadr | $688,643 | -16.6% | 6,912 | -6.7% | 0.11% | -10.8% |
ALL | ALLSTATE CORP COMstock | $684,168 | -1.7% | 5,494 | 0.0% | 0.11% | +5.0% | |
MUNI | Buy | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $682,985 | +12.4% | 13,627 | +15.5% | 0.11% | +20.5% |
BA | Sell | BOEING CO COMstock | $676,837 | -12.2% | 5,590 | -0.9% | 0.10% | -6.2% |
BIV | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $677,486 | -5.4% | 9,220 | 0.0% | 0.10% | +1.0% | |
APD | Sell | AIR PRODS & CHEMS INC COMstock | $673,288 | -5.2% | 2,893 | -2.0% | 0.10% | +1.0% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $650,508 | -7.5% | 11,325 | +8.7% | 0.10% | -1.0% |
IXJ | Sell | ISHARES GLOBAL HEALTHCARE ETFetf | $631,551 | -8.2% | 8,382 | -1.2% | 0.10% | -2.0% |
VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $622,006 | -42.5% | 8,219 | -39.2% | 0.10% | -38.2% |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $622,066 | -14.3% | 8,184 | -4.7% | 0.10% | -7.6% |
NOC | Sell | NORTHROP GRUMMAN CORP COMstock | $619,882 | -2.1% | 1,318 | -0.4% | 0.10% | +4.3% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $613,793 | +21.6% | 5,845 | +31.6% | 0.10% | +30.1% |
IBB | Buy | ISHARES BIOTECHNOLOGY ETFetf | $610,424 | -0.4% | 5,219 | +0.2% | 0.10% | +6.7% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $610,132 | -0.1% | 4,255 | +4.4% | 0.10% | +6.7% |
ECL | ECOLAB INC COMstock | $607,286 | -6.1% | 4,205 | 0.0% | 0.09% | 0.0% | |
SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $604,741 | -14.8% | 21,498 | -4.8% | 0.09% | -8.7% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $602,221 | -3.3% | 2,622 | -1.9% | 0.09% | +3.3% |
GPN | Buy | GLOBAL PMTS INC COMstock | $593,627 | +16.2% | 5,494 | +18.9% | 0.09% | +24.3% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $590,585 | +34.1% | 393 | +16.6% | 0.09% | +43.8% |
C | Buy | CITIGROUP INC COM NEWstock | $590,482 | +14.6% | 14,170 | +26.5% | 0.09% | +22.7% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC COMstock | $590,887 | +11.2% | 3,755 | -2.6% | 0.09% | +19.5% |
NFLX | Sell | NETFLIX INC COMstock | $589,542 | +29.2% | 2,504 | -4.0% | 0.09% | +37.9% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $584,366 | -10.3% | 11,664 | -1.0% | 0.09% | -4.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $589,253 | -5.4% | 6,211 | +1.4% | 0.09% | +1.1% |
NIM | Sell | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $587,445 | -4.3% | 66,303 | -0.8% | 0.09% | +2.2% |
BLK | Sell | BLACKROCK INC COMstock | $579,995 | -14.1% | 1,054 | -5.0% | 0.09% | -8.2% |
DLTR | Sell | DOLLAR TREE INC COMstock | $576,247 | -14.0% | 4,234 | -1.5% | 0.09% | -8.2% |
ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $573,891 | +33.6% | 52,030 | +20.9% | 0.09% | +43.5% |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $566,022 | -8.0% | 6,638 | 0.0% | 0.09% | -1.1% | |
BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $557,826 | -15.9% | 15,713 | +1.7% | 0.09% | -9.4% |
MKTX | Sell | MARKETAXESS HLDGS INC COMstock | $560,242 | -22.0% | 2,518 | -10.2% | 0.09% | -16.3% |
TIP | ISHARES TIPS BOND ETFetf | $556,599 | -7.9% | 5,306 | 0.0% | 0.09% | -2.3% | |
FCCO | Buy | FIRST CMNTY CORP S C COMstock | $541,888 | -5.4% | 30,965 | +3.6% | 0.08% | +1.2% |
DE | Sell | DEERE & CO COMstock | $542,571 | +5.0% | 1,625 | -5.8% | 0.08% | +12.0% |
AVGO | Buy | BROADCOM INC COMstock | $535,980 | +51.7% | 1,207 | +66.0% | 0.08% | +62.7% |
EQH | Buy | EQUITABLE HLDGS INC COMstock | $530,245 | +6.4% | 20,123 | +5.3% | 0.08% | +13.9% |
ENTG | Buy | ENTEGRIS INC COMstock | $520,120 | -9.8% | 6,265 | +0.1% | 0.08% | -3.6% |
HOLX | HOLOGIC INC COMstock | $514,547 | -6.9% | 7,975 | 0.0% | 0.08% | 0.0% | |
AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $514,566 | -13.9% | 3,953 | -1.6% | 0.08% | -8.0% |
CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $508,784 | -7.9% | 4,409 | +3.4% | 0.08% | -1.2% |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $504,538 | -5.2% | 3,964 | 0.0% | 0.08% | +1.3% | |
FLT | Sell | FLEETCOR TECHNOLOGIES INC COMstock | $495,038 | -19.6% | 2,810 | -4.1% | 0.08% | -13.5% |
AEP | AMERICAN ELEC PWR CO INC COMstock | $499,162 | -9.9% | 5,774 | 0.0% | 0.08% | -3.8% | |
VDE | Buy | VANGUARD ENERGY ETFetf | $489,401 | +7.7% | 4,818 | +5.4% | 0.08% | +15.2% |
TTD | THE TRADE DESK INC COM CL Astock | $489,353 | +42.6% | 8,190 | 0.0% | 0.08% | +52.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $489,968 | +3.3% | 2,614 | +10.6% | 0.08% | +10.1% |
DOV | Sell | DOVER CORP COMstock | $489,053 | -4.7% | 4,195 | -0.8% | 0.08% | +2.7% |
IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $482,447 | -3.8% | 2,293 | 0.0% | 0.08% | +2.7% | |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $474,757 | -4.7% | 5,201 | +4.9% | 0.07% | +2.8% |
Sell | GENERAL ELECTRIC CO COM NEWstock | $477,296 | -6.0% | 7,710 | -3.3% | 0.07% | 0.0% | |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $471,662 | -11.8% | 12,972 | -1.0% | 0.07% | -6.4% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $465,074 | +12.1% | 11,563 | +9.2% | 0.07% | +20.0% |
AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $460,582 | +6.2% | 2,690 | +1.1% | 0.07% | +12.7% |
MS | Buy | MORGAN STANLEY COM NEWstock | $455,967 | +33.7% | 5,771 | +28.7% | 0.07% | +44.9% |
RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $448,739 | +0.8% | 8,150 | +11.6% | 0.07% | +7.7% |
AMLP | Sell | ALERIAN MLP ETFetf | $444,451 | +4.6% | 12,157 | -1.4% | 0.07% | +11.3% |
CTAS | CINTAS CORP COMstock | $446,419 | +3.9% | 1,150 | 0.0% | 0.07% | +11.3% | |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $423,831 | -5.4% | 5,286 | -1.2% | 0.07% | +1.5% |
ADI | Sell | ANALOG DEVICES INC COMstock | $418,020 | -7.7% | 3,000 | -3.2% | 0.06% | -1.5% |
QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $416,903 | -6.8% | 4,011 | +0.1% | 0.06% | 0.0% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $401,984 | -7.6% | 7,177 | +3.1% | 0.06% | -1.6% |
EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $400,044 | -18.4% | 4,530 | -9.9% | 0.06% | -12.7% |
SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $388,843 | +4.6% | 9,978 | 0.0% | 0.06% | +11.1% | |
MO | Sell | ALTRIA GROUP INC COMstock | $389,304 | -3.7% | 9,641 | -0.4% | 0.06% | +1.7% |
CNP | CENTERPOINT ENERGY INC COMstock | $376,203 | -4.7% | 13,350 | 0.0% | 0.06% | +1.8% | |
CALM | Buy | CAL MAINE FOODS INC COM NEWstock | $376,350 | +12.5% | 6,770 | +0.0% | 0.06% | +18.4% |
CRM | Buy | SALESFORCE INC COMstock | $373,984 | -4.4% | 2,600 | +9.7% | 0.06% | +1.8% |
BX | Sell | BLACKSTONE INC COMstock | $375,478 | -17.5% | 4,486 | -10.0% | 0.06% | -12.1% |
SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $369,344 | -7.6% | 8,796 | -2.7% | 0.06% | -1.7% |
GBDC | Buy | GOLUB CAP BDC INC COMcef | $365,472 | +2.0% | 29,497 | +6.7% | 0.06% | +9.6% |
AKAM | Sell | AKAMAI TECHNOLOGIES INC COMstock | $362,645 | -13.0% | 4,515 | -1.1% | 0.06% | -8.2% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $359,445 | +25.0% | 7,853 | +40.9% | 0.06% | +33.3% |
SHELL PLC SPON ADSadr | $357,426 | -4.8% | 7,183 | 0.0% | 0.06% | 0.0% | ||
CTVA | Sell | CORTEVA INC COMstock | $344,915 | +3.3% | 6,035 | -2.2% | 0.05% | +12.5% |
PFIX | SIMPLIFY INTEREST RATE HEDGE ETFetf | $346,064 | +20.8% | 5,075 | 0.0% | 0.05% | +28.6% | |
GDX | VANECK GOLD MINERS ETFetf | $338,886 | -11.9% | 14,050 | 0.0% | 0.05% | -5.4% | |
NKE | Buy | NIKE INC CL Bstock | $340,806 | -4.5% | 4,100 | +17.4% | 0.05% | +1.9% |
SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $341,850 | -10.5% | 13,250 | 0.0% | 0.05% | -3.6% | |
ABC | Sell | CENCORA INC COMstock | $343,738 | -5.5% | 2,540 | -1.2% | 0.05% | 0.0% |
MGK | VANGUARD MEGA CAP GROWTH ETFetf | $337,251 | -4.1% | 1,935 | 0.0% | 0.05% | +2.0% | |
PKI | REVVITY INC COMstock | $327,899 | -15.4% | 2,725 | 0.0% | 0.05% | -8.9% | |
LRCX | Sell | LAM RESEARCH CORP COMstock | $331,230 | -18.6% | 905 | -5.2% | 0.05% | -13.6% |
VPU | Sell | VANGUARD UTILITIES ETFetf | $330,612 | -9.7% | 2,324 | -3.3% | 0.05% | -3.8% |
TOWN | Sell | TOWNEBANK PORTSMOUTH VA COMstock | $321,960 | -2.2% | 12,000 | -1.0% | 0.05% | +4.2% |
WTRG | ESSENTIAL UTILS INC COMstock | $316,391 | -9.7% | 7,646 | 0.0% | 0.05% | -3.9% | |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $312,760 | -4.3% | 2,314 | +1.5% | 0.05% | +4.3% |
JACOBS SOLUTIONS INC COMstock | $318,961 | -14.7% | 2,940 | 0.0% | 0.05% | -9.3% | ||
VUG | Buy | VANGUARD GROWTH ETFetf | $306,903 | -1.9% | 1,434 | +2.2% | 0.05% | +6.7% |
ALB | Sell | ALBEMARLE CORP COMstock | $304,206 | +23.6% | 1,150 | -2.4% | 0.05% | +30.6% |
CACI | Sell | CACI INTL INC CL Astock | $305,440 | -13.6% | 1,170 | -6.8% | 0.05% | -7.8% |
HEI | Sell | HEICO CORP NEW COMstock | $295,447 | +3.5% | 2,052 | -5.8% | 0.05% | +12.2% |
FAST | Sell | FASTENAL CO COMstock | $299,260 | -13.1% | 6,500 | -5.8% | 0.05% | -8.0% |
IWL | ISHARES RUSSELL TOP 200 ETFetf | $298,763 | -5.5% | 3,519 | 0.0% | 0.05% | 0.0% | |
CCK | Sell | CROWN HLDGS INC COMstock | $295,760 | -13.3% | 3,650 | -1.4% | 0.05% | -6.1% |
ZTS | Buy | ZOETIS INC CL Astock | $293,466 | -13.0% | 1,979 | +0.9% | 0.05% | -6.1% |
LYG | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $296,245 | -12.3% | 165,500 | 0.0% | 0.05% | -6.1% | |
TAN | INVESCO SOLAR ETFetf | $288,919 | +3.1% | 3,925 | 0.0% | 0.04% | +9.8% | |
AMT | Sell | AMERICAN TOWER CORP NEW COMreit | $282,171 | -23.4% | 1,314 | -8.9% | 0.04% | -17.0% |
SHV | ISHARES SHORT TREASURY BOND ETFetf | $285,450 | -0.1% | 2,595 | 0.0% | 0.04% | +7.3% | |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $286,633 | +2.0% | 797 | +11.9% | 0.04% | +7.3% |
SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $283,434 | -1.7% | 9,700 | 0.0% | 0.04% | +4.8% | |
DHI | Sell | D R HORTON INC COMstock | $275,469 | -2.1% | 4,090 | -3.8% | 0.04% | +4.9% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $273,305 | +99.7% | 9,002 | +106.9% | 0.04% | +110.0% |
PAYC | PAYCOM SOFTWARE INC COMstock | $270,592 | +17.8% | 820 | 0.0% | 0.04% | +27.3% | |
BDX | Sell | BECTON DICKINSON & CO COMstock | $268,733 | -12.2% | 1,206 | -2.9% | 0.04% | -4.5% |
KR | KROGER CO COMstock | $273,438 | -7.6% | 6,250 | 0.0% | 0.04% | -2.3% | |
FWRD | FORWARD AIR CORP COMstock | $261,754 | -1.8% | 2,900 | 0.0% | 0.04% | +5.1% | |
DCT | DUCK CREEK TECHNOLOGIES INC SHSstock | $267,419 | -20.2% | 22,567 | 0.0% | 0.04% | -16.3% | |
GNRC | Buy | GENERAC HLDGS INC COMstock | $261,866 | -12.1% | 1,470 | +3.9% | 0.04% | -4.7% |
NOW | Buy | SERVICENOW INC COMstock | $260,929 | +47.1% | 691 | +85.3% | 0.04% | +53.8% |
SSNC | SS&C TECHNOLOGIES HLDGS INC COMstock | $256,131 | -17.8% | 5,364 | 0.0% | 0.04% | -11.1% | |
VOT | VANGUARD MID-CAP GROWTH ETFetf | $260,926 | -2.8% | 1,530 | 0.0% | 0.04% | +2.6% | |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $260,038 | +35.7% | 2,365 | +42.1% | 0.04% | +42.9% |
PHM | PULTE GROUP INC COMstock | $260,363 | -5.4% | 6,943 | 0.0% | 0.04% | 0.0% | |
NUE | NUCOR CORP COMstock | $255,385 | +2.5% | 2,387 | 0.0% | 0.04% | +11.1% | |
EOG | Buy | EOG RES INC COMstock | $256,979 | +82.2% | 2,300 | +80.1% | 0.04% | +100.0% |
MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $249,488 | -8.1% | 2,869 | -2.0% | 0.04% | 0.0% |
Buy | LIBERTY GLOBAL LTD COM CL Astock | $251,623 | -14.2% | 16,140 | +15.8% | 0.04% | -9.3% | |
EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $253,907 | -8.6% | 5,010 | 0.0% | 0.04% | -2.5% | |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $245,646 | -23.7% | 6,732 | -12.9% | 0.04% | -19.1% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $242,693 | -15.7% | 1,124 | -0.5% | 0.04% | -9.5% |
DVA | Sell | DAVITA INC COMstock | $246,241 | +0.6% | 2,975 | -2.8% | 0.04% | +5.6% |
IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $246,543 | -23.7% | 2,714 | 0.0% | 0.04% | -19.1% | |
WPM | Buy | WHEATON PRECIOUS METALS CORP COMstock | $242,700 | -3.8% | 7,500 | +7.1% | 0.04% | +2.7% |
BR | Sell | BROADRIDGE FINL SOLUTIONS INC COMstock | $238,128 | +0.1% | 1,650 | -1.1% | 0.04% | +5.7% |
BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $236,001 | +153.2% | 12,661 | +161.8% | 0.04% | +164.3% |
GLD | SPDR GOLD SHARESetf | $238,346 | -8.2% | 1,541 | 0.0% | 0.04% | -2.6% | |
DEO | DIAGEO PLC SPON ADR NEWadr | $236,715 | -2.5% | 1,394 | 0.0% | 0.04% | +5.7% | |
ALLY | Sell | ALLY FINL INC COMstock | $238,559 | -18.4% | 8,572 | -1.7% | 0.04% | -11.9% |
HSY | HERSHEY CO COMstock | $229,950 | +2.5% | 1,043 | 0.0% | 0.04% | +9.1% | |
TRV | TRAVELERS COMPANIES INC COMstock | $231,332 | -9.4% | 1,510 | 0.0% | 0.04% | -2.7% | |
CSWI | CSW INDUSTRIALS INC COMstock | $230,016 | +16.3% | 1,920 | 0.0% | 0.04% | +24.1% | |
VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $234,741 | -27.7% | 1,203 | -27.0% | 0.04% | -23.4% |
MDU | MDU RES GROUP INC COMstock | $229,740 | +1.3% | 8,400 | 0.0% | 0.04% | +9.1% | |
SLV | Buy | ISHARES SILVER TRUSTetf | $231,158 | +27.7% | 13,209 | +36.0% | 0.04% | +38.5% |
MELI | MERCADOLIBRE INC COMstock | $230,951 | +30.0% | 279 | 0.0% | 0.04% | +38.5% | |
SNV | Sell | SYNOVUS FINL CORP COM NEWstock | $226,260 | +0.7% | 6,032 | -3.2% | 0.04% | +6.1% |
URI | Buy | UNITED RENTALS INC COMstock | $226,901 | +14.6% | 840 | +3.1% | 0.04% | +20.7% |
A | Sell | AGILENT TECHNOLOGIES INC COMstock | $222,680 | -12.1% | 1,832 | -14.1% | 0.04% | -5.4% |
CB | Buy | CHUBB LIMITED COMstock | $226,804 | +50.8% | 1,247 | +63.0% | 0.04% | +59.1% |
FSS | Sell | FEDERAL SIGNAL CORP COMstock | $221,867 | -10.3% | 5,945 | -14.4% | 0.03% | -5.6% |
DOW | Buy | DOW INC COMstock | $221,130 | -14.8% | 5,034 | +0.1% | 0.03% | -10.5% |
MOTI | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $215,914 | -13.6% | 8,655 | 0.0% | 0.03% | -5.6% | |
LAD | LITHIA MTRS INC COMstock | $219,914 | -21.9% | 1,025 | 0.0% | 0.03% | -17.1% | |
SYY | SYSCO CORP COMstock | $220,969 | -16.5% | 3,125 | 0.0% | 0.03% | -10.5% | |
INCY | INCYTE CORP COMstock | $209,916 | -12.3% | 3,150 | 0.0% | 0.03% | -5.7% | |
ETN | EATON CORP PLC SHSstock | $212,042 | +5.8% | 1,590 | 0.0% | 0.03% | +13.8% | |
Buy | ATLANTA BRAVES HLDGS INC COM SER Astock | $214,897 | +85.4% | 7,634 | +65.6% | 0.03% | +94.1% | |
VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $210,942 | -41.7% | 18,618 | -19.8% | 0.03% | -36.5% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $211,760 | -2.4% | 5,955 | -2.1% | 0.03% | +6.5% |
EMN | Sell | EASTMAN CHEM CO COMstock | $213,221 | -21.1% | 3,001 | -0.3% | 0.03% | -15.4% |
HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $204,290 | +3296.3% | 15,500 | +3000.0% | 0.03% | +3100.0% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $207,130 | -0.4% | 2,876 | -1.1% | 0.03% | +6.7% |
BIZD | Buy | VANECK BDC INCOME ETFetf | $209,336 | +1.8% | 15,426 | +13.3% | 0.03% | +6.7% |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $206,036 | +13.0% | 737 | +10.2% | 0.03% | +23.1% |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $205,656 | -9.5% | 2,803 | -1.3% | 0.03% | -3.0% |
IUSV | Sell | ISHARES CORE S&P US VALUE ETFetf | $205,298 | -7.5% | 3,279 | -1.1% | 0.03% | 0.0% |
MPC | MARATHON PETE CORP COMstock | $204,620 | +20.8% | 2,060 | 0.0% | 0.03% | +28.0% | |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $202,909 | -1.7% | 2,461 | +6.2% | 0.03% | +3.3% |
MDB | MONGODB INC CL Astock | $198,560 | -23.5% | 1,000 | 0.0% | 0.03% | -18.4% | |
SPDR GOLD MINISHARES TRUSTetf | $201,574 | -8.1% | 6,112 | 0.0% | 0.03% | -3.1% | ||
BRO | Sell | BROWN & BROWN INC COMstock | $198,374 | -2.3% | 3,280 | -5.7% | 0.03% | +6.9% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $197,176 | +83.8% | 3,112 | +121.8% | 0.03% | +93.8% |
CS | CREDIT SUISSE GROUP SPONSORED ADRadr | $196,784 | -30.9% | 50,200 | 0.0% | 0.03% | -24.4% | |
DVY | ISHARES SELECT DIVIDEND ETFetf | $195,873 | -8.9% | 1,827 | 0.0% | 0.03% | -3.2% | |
CBRE | Sell | CBRE GROUP INC CL Astock | $194,091 | -18.2% | 2,875 | -10.9% | 0.03% | -11.8% |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $193,860 | -6.1% | 5,400 | 0.0% | 0.03% | 0.0% | |
MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $196,185 | -0.1% | 4,572 | +1.3% | 0.03% | +3.4% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $184,576 | -0.5% | 3,885 | 0.0% | 0.03% | +7.4% | |
ED | CONSOLIDATED EDISON INC COMstock | $188,672 | -9.8% | 2,200 | 0.0% | 0.03% | -3.3% | |
SONY | SONY GROUP CORP SPONSORED ADRadr | $184,144 | -21.7% | 2,875 | 0.0% | 0.03% | -14.7% | |
FE | FIRSTENERGY CORP COMstock | $188,700 | -3.6% | 5,100 | 0.0% | 0.03% | +3.6% | |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $184,587 | -2.2% | 1,120 | 0.0% | 0.03% | +7.4% | |
DVN | Sell | DEVON ENERGY CORP NEW COMstock | $178,138 | +2.3% | 2,963 | -6.3% | 0.03% | +12.0% |
EBAY | Sell | EBAY INC. COMstock | $178,344 | -16.0% | 4,845 | -4.9% | 0.03% | -9.7% |
OC | OWENS CORNING NEW COMstock | $182,768 | +5.8% | 2,325 | 0.0% | 0.03% | +12.0% | |
EXPE | Sell | EXPEDIA GROUP INC COM NEWstock | $178,667 | -2.1% | 1,907 | -0.9% | 0.03% | +7.7% |
PSX | PHILLIPS 66 COMstock | $175,808 | -1.5% | 2,178 | 0.0% | 0.03% | +3.8% | |
PGR | Sell | PROGRESSIVE CORP COMstock | $174,664 | -45.7% | 1,503 | -45.6% | 0.03% | -42.6% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $171,777 | +6.7% | 3,863 | +14.4% | 0.03% | +17.4% |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $165,514 | +6.9% | 739 | 0.0% | 0.03% | +18.2% | |
SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $170,300 | -5.3% | 5,000 | 0.0% | 0.03% | 0.0% | |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $166,837 | -11.9% | 2,615 | -2.4% | 0.03% | -3.7% |
CLF | CLEVELAND-CLIFFS INC NEW COMstock | $167,028 | -12.4% | 12,400 | 0.0% | 0.03% | -7.1% | |
DDOG | DATADOG INC CL A COMstock | $169,570 | -6.8% | 1,910 | 0.0% | 0.03% | 0.0% | |
IQV | IQVIA HLDGS INC COMstock | $158,498 | -16.5% | 875 | 0.0% | 0.02% | -10.7% | |
DLA | DELTA APPAREL INC COMstock | $160,885 | -50.7% | 11,500 | 0.0% | 0.02% | -46.8% | |
VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $161,489 | -10.1% | 1,740 | 0.0% | 0.02% | -3.8% | |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $158,793 | -6.2% | 2,714 | +0.1% | 0.02% | 0.0% |
F | Sell | FORD MTR CO DEL COMstock | $157,539 | -88.4% | 14,066 | -88.4% | 0.02% | -87.8% |
CMI | CUMMINS INC COMstock | $157,720 | +5.2% | 775 | 0.0% | 0.02% | +9.1% | |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $152,613 | -6.7% | 2,639 | 0.0% | 0.02% | 0.0% | |
MSCI | Sell | MSCI INC COMstock | $154,797 | -21.3% | 367 | -23.1% | 0.02% | -17.2% |
SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $146,111 | -3.8% | 2,618 | 0.0% | 0.02% | +4.5% | |
FRA | Buy | BLACKROCK FLOATING RATE INCOME COMcef | $150,754 | -3.1% | 13,692 | +0.2% | 0.02% | 0.0% |
MLM | MARTIN MARIETTA MATLS INC COMstock | $148,806 | +7.6% | 462 | 0.0% | 0.02% | +15.0% | |
ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $141,634 | +48.1% | 341 | +69.7% | 0.02% | +57.1% |
FNB | F N B CORP COMstock | $139,200 | +6.8% | 12,000 | 0.0% | 0.02% | +15.8% | |
IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $142,339 | -5.3% | 1,104 | 0.0% | 0.02% | 0.0% | |
MTRN | MATERION CORP COMstock | $144,000 | +8.5% | 1,800 | 0.0% | 0.02% | +15.8% | |
TCBI | Buy | TEXAS CAP BANCSHARES INC COMstock | $138,721 | +12.4% | 2,350 | +0.2% | 0.02% | +22.2% |
BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $144,145 | -14.2% | 3,020 | -11.0% | 0.02% | -8.3% |
MOO | VANECK AGRIBUSINESS ETFetf | $144,740 | -6.7% | 1,794 | 0.0% | 0.02% | -4.3% | |
PRU | Sell | PRUDENTIAL FINL INC COMstock | $142,652 | -15.4% | 1,663 | -5.7% | 0.02% | -8.3% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $143,502 | -63.0% | 1,794 | -47.4% | 0.02% | -60.7% |
Buy | WARNER BROS DISCOVERY INC COM SER Astock | $144,049 | -12.5% | 12,526 | +2.2% | 0.02% | -8.3% | |
AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $140,731 | -15.7% | 4,014 | 0.0% | 0.02% | -8.3% | |
USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $133,258 | -5.9% | 2,016 | 0.0% | 0.02% | 0.0% | |
GPC | Buy | GENUINE PARTS CO COMstock | $138,390 | +12.6% | 927 | +0.3% | 0.02% | +16.7% |
VMC | VULCAN MATLS CO COMstock | $134,211 | +11.0% | 851 | 0.0% | 0.02% | +16.7% | |
ENFR | Buy | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $136,986 | -1.9% | 6,943 | +0.2% | 0.02% | +5.0% |
RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $133,345 | +41.7% | 6,644 | +32.4% | 0.02% | +50.0% |
AAP | ADVANCE AUTO PARTS INC COMstock | $138,361 | -9.7% | 885 | 0.0% | 0.02% | -4.5% | |
REGL | Buy | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $134,014 | +10.4% | 2,080 | +15.6% | 0.02% | +16.7% |
VLO | VALERO ENERGY CORP COMstock | $131,105 | +0.5% | 1,227 | 0.0% | 0.02% | +5.3% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $129,144 | -9.7% | 10,780 | 0.0% | 0.02% | -4.8% | |
SHOP | Sell | SHOPIFY INC CL Astock | $126,753 | -47.8% | 4,705 | -39.4% | 0.02% | -42.9% |
YUM | Sell | YUM BRANDS INC COMstock | $131,543 | -19.4% | 1,237 | -13.9% | 0.02% | -16.7% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $127,764 | -3.9% | 2,535 | +6.0% | 0.02% | +5.3% |
FNV | FRANCO NEV CORP COMstock | $131,428 | -9.2% | 1,100 | 0.0% | 0.02% | -4.8% | |
IXC | ISHARES GLOBAL ENERGY ETFetf | $127,805 | -1.6% | 3,835 | 0.0% | 0.02% | +5.3% | |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $128,419 | -5.4% | 1,337 | 0.0% | 0.02% | 0.0% | |
EXR | Sell | EXTRA SPACE STORAGE INC COMreit | $126,078 | +1.0% | 730 | -0.5% | 0.02% | +11.1% |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $126,551 | -10.0% | 375 | 0.0% | 0.02% | 0.0% | |
KBR | Sell | KBR INC COMstock | $129,660 | -23.4% | 3,000 | -14.3% | 0.02% | -20.0% |
CCEP | Buy | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $130,204 | -7.6% | 3,055 | +11.9% | 0.02% | 0.0% |
HPQ | HP INC COMstock | $119,317 | -24.0% | 4,788 | 0.0% | 0.02% | -17.4% | |
WMB | WILLIAMS COS INC COMstock | $121,334 | -8.3% | 4,238 | 0.0% | 0.02% | 0.0% | |
CCI | Sell | CROWN CASTLE INC COMreit | $120,844 | -74.7% | 836 | -70.5% | 0.02% | -72.5% |
VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $121,378 | -32.8% | 3,181 | -22.1% | 0.02% | -26.9% |
FRST | PRIMIS FINANCIAL CORP COMstock | $121,300 | -11.0% | 10,000 | 0.0% | 0.02% | -5.0% | |
CAH | Buy | CARDINAL HEALTH INC COMstock | $114,659 | +27.6% | 1,720 | +0.1% | 0.02% | +38.5% |
VNT | VONTIER CORPORATION COMstock | $118,223 | -27.3% | 7,075 | 0.0% | 0.02% | -25.0% | |
ARNC | ARCONIC CORPORATION COMstock | $118,002 | -39.3% | 6,925 | 0.0% | 0.02% | -35.7% | |
VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $115,031 | -4.0% | 2,391 | 0.0% | 0.02% | +5.9% | |
HON | Buy | HONEYWELL INTL INC COMstock | $113,373 | -2.2% | 679 | +1.8% | 0.02% | +5.9% |
Buy | DRAFTKINGS INC NEW COM CL Astock | $114,640 | +42.9% | 7,572 | +10.2% | 0.02% | +50.0% | |
BKI | BLACK KNIGHT INC COMstock | $111,659 | -1.0% | 1,725 | 0.0% | 0.02% | +6.2% | |
RGLD | ROYAL GOLD INC COMstock | $110,239 | -12.1% | 1,175 | 0.0% | 0.02% | -5.6% | |
PLD | Buy | PROLOGIS INC. COMreit | $107,188 | -11.1% | 1,055 | +2.9% | 0.02% | -5.6% |
Sell | LINDE PLC SHSstock | $106,488 | -8.8% | 395 | -2.7% | 0.02% | 0.0% | |
LNC | LINCOLN NATL CORP IND COMstock | $109,555 | -6.1% | 2,495 | 0.0% | 0.02% | 0.0% | |
XYL | XYLEM INC COMstock | $108,064 | +11.7% | 1,237 | 0.0% | 0.02% | +21.4% | |
ARCC | ARES CAPITAL CORP COMcef | $103,998 | -5.9% | 6,161 | 0.0% | 0.02% | 0.0% | |
KLAC | Sell | KLA CORP COM NEWstock | $100,473 | -11.5% | 332 | -6.7% | 0.02% | 0.0% |
WSM | Sell | WILLIAMS SONOMA INC COMstock | $103,708 | -37.7% | 880 | -41.3% | 0.02% | -33.3% |
SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $104,483 | -1.9% | 2,165 | 0.0% | 0.02% | +6.7% | |
SECT | MAIN SECTOR ROTATION ETFetf | $101,893 | -2.3% | 2,867 | 0.0% | 0.02% | +6.7% | |
TMHC | Buy | TAYLOR MORRISON HOME CORP COMstock | $104,940 | +12.3% | 4,500 | +12.5% | 0.02% | +14.3% |
SMDV | Sell | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $104,947 | -12.4% | 1,891 | -7.2% | 0.02% | -5.9% |
PKG | PACKAGING CORP AMER COMstock | $95,447 | -18.3% | 850 | 0.0% | 0.02% | -11.8% | |
CLX | Sell | CLOROX CO DEL COMstock | $98,707 | -32.6% | 769 | -26.0% | 0.02% | -28.6% |
DAR | DARLING INGREDIENTS INC COMstock | $99,225 | +10.6% | 1,500 | 0.0% | 0.02% | +15.4% | |
IBDD | Buy | ISHARES IBONDS MAR 2023 TERM CORPORATE ETFetf | $94,566 | -0.1% | 3,575 | +0.0% | 0.02% | +7.1% |
AUDC | AUDIOCODES LTD ORDstock | $94,481 | -1.0% | 4,332 | 0.0% | 0.02% | +7.1% | |
NSIT | INSIGHT ENTERPRISES INC COMstock | $90,651 | -4.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $89,011 | – | 1,827 | +100.0% | 0.01% | – |
IVV | ISHARES CORE S&P 500 ETFetf | $89,304 | -5.4% | 249 | 0.0% | 0.01% | 0.0% | |
IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $88,419 | -21.4% | 3,925 | -5.3% | 0.01% | -12.5% |
SQ | Sell | BLOCK INC CL Astock | $90,239 | -49.6% | 1,641 | -43.7% | 0.01% | -46.2% |
BWA | Sell | BORGWARNER INC COMstock | $89,490 | -35.4% | 2,850 | -31.3% | 0.01% | -30.0% |
PH | Buy | PARKER-HANNIFIN CORP COMstock | $92,805 | +1.9% | 383 | +3.5% | 0.01% | +7.7% |
JPS | Buy | NUVEEN PFD & INCOME SECS FD COMcef | $87,985 | -9.1% | 13,392 | +0.5% | 0.01% | 0.0% |
BLDR | BUILDERS FIRSTSOURCE INC COMstock | $83,961 | +9.7% | 1,425 | 0.0% | 0.01% | +18.2% | |
NDAQ | Buy | NASDAQ INC COMstock | $85,020 | +11.5% | 1,500 | +200.0% | 0.01% | +18.2% |
BSJN | Sell | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $82,494 | -37.1% | 3,615 | -36.7% | 0.01% | -31.6% |
XRAY | DENTSPLY SIRONA INC COMstock | $85,589 | -20.7% | 3,019 | 0.0% | 0.01% | -18.8% | |
ALLE | Sell | ALLEGION PLC ORD SHSstock | $85,196 | -24.3% | 950 | -17.4% | 0.01% | -18.8% |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $83,203 | -5.6% | 687 | 0.0% | 0.01% | 0.0% | |
MRO | MARATHON OIL CORP COMstock | $81,269 | +0.5% | 3,599 | 0.0% | 0.01% | +8.3% | |
MTD | METTLER TOLEDO INTERNATIONAL COMstock | $81,309 | -5.6% | 75 | 0.0% | 0.01% | 0.0% | |
COF | Buy | CAPITAL ONE FINL CORP COMstock | $86,640 | -9.5% | 940 | +2.3% | 0.01% | -7.1% |
NWSA | NEWS CORP NEW CL Astock | $83,589 | -3.0% | 5,532 | 0.0% | 0.01% | 0.0% | |
CNC | CENTENE CORP DEL COMstock | $86,058 | -8.0% | 1,106 | 0.0% | 0.01% | -7.1% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $75,425 | +10.1% | 635 | +17.8% | 0.01% | +20.0% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $76,161 | -77.0% | 1,446 | -74.3% | 0.01% | -75.0% |
VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $79,075 | -12.4% | 960 | 0.0% | 0.01% | -7.7% | |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $78,408 | -52.8% | 1,175 | -48.9% | 0.01% | -50.0% |
HLI | HOULIHAN LOKEY INC CL Astock | $74,626 | -4.5% | 990 | 0.0% | 0.01% | +9.1% | |
UBSI | UNITED BANKSHARES INC WEST VA COMstock | $71,500 | +1.9% | 2,000 | 0.0% | 0.01% | +10.0% | |
IHAK | Sell | ISHARES CYBERSECURITY & TECH ETFetf | $68,701 | -54.3% | 2,023 | -52.9% | 0.01% | -50.0% |
ATLASSIAN CORPORATION CL Astock | $73,707 | +12.4% | 350 | 0.0% | 0.01% | +10.0% | ||
LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $72,125 | -6.9% | 704 | 0.0% | 0.01% | 0.0% | |
TDS | TELEPHONE & DATA SYS INC COM NEWstock | $69,500 | -12.0% | 5,000 | 0.0% | 0.01% | 0.0% | |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $70,991 | -72.5% | 1,652 | -68.6% | 0.01% | -70.3% |
WRK | Buy | WESTROCK CO COMstock | $71,389 | -22.4% | 2,311 | +0.0% | 0.01% | -15.4% |
OXY | OCCIDENTAL PETE CORP COMstock | $61,450 | +4.4% | 1,000 | 0.0% | 0.01% | +11.1% | |
FRDM | Buy | FREEDOM 100 EMERGING MARKETS ETFetf | $66,723 | +34.9% | 2,670 | +48.7% | 0.01% | +42.9% |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $66,837 | +158.1% | 1,480 | +208.3% | 0.01% | +150.0% |
MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $66,090 | -12.9% | 5,981 | 0.0% | 0.01% | -9.1% | |
XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $62,890 | -6.6% | 960 | 0.0% | 0.01% | 0.0% | |
OTEX | OPEN TEXT CORP COMstock | $64,117 | -30.1% | 2,425 | 0.0% | 0.01% | -23.1% | |
COWZ | Buy | PACER US CASH COWS 100 ETFetf | $65,912 | +33.1% | 1,607 | +39.7% | 0.01% | +42.9% |
ETX | Sell | EATON VANCE MUN INCOME 2028 TE SHScef | $65,450 | -42.6% | 3,500 | -36.4% | 0.01% | -41.2% |
WTM | WHITE MTNS INS GROUP LTD COMstock | $65,151 | +4.6% | 50 | 0.0% | 0.01% | +11.1% | |
MKC | MCCORMICK & CO INC COM NON VTGstock | $58,191 | -14.4% | 816 | 0.0% | 0.01% | -10.0% | |
PDCO | PATTERSON COS INC COMstock | $57,648 | -20.7% | 2,400 | 0.0% | 0.01% | -18.2% | |
AES | AES CORP COMstock | $58,534 | +7.6% | 2,590 | 0.0% | 0.01% | +12.5% | |
PNR | Sell | PENTAIR PLC SHSstock | $60,132 | -13.3% | 1,480 | -2.3% | 0.01% | -10.0% |
EFV | ISHARES MSCI EAFE VALUE ETFetf | $56,870 | -11.2% | 1,476 | 0.0% | 0.01% | 0.0% | |
NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $59,750 | -11.0% | 5,120 | 0.0% | 0.01% | -10.0% | |
CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $59,760 | +4150.4% | 197 | +6466.7% | 0.01% | – |
GIS | Buy | GENERAL MLS INC COMstock | $56,053 | +1.7% | 732 | +0.1% | 0.01% | +12.5% |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $56,414 | -5.2% | 681 | 0.0% | 0.01% | 0.0% | |
DOCU | DOCUSIGN INC COMstock | $58,817 | -6.8% | 1,100 | 0.0% | 0.01% | 0.0% | |
PPL | PPL CORP COMstock | $58,305 | -6.6% | 2,300 | 0.0% | 0.01% | 0.0% | |
New | HEALTHCARE RLTY TR CL A COMreit | $60,465 | – | 2,900 | +100.0% | 0.01% | – | |
ADSK | Buy | AUTODESK INC COMstock | $59,029 | +34.1% | 316 | +23.4% | 0.01% | +50.0% |
FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $57,650 | -5.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
IP | Buy | INTERNATIONAL PAPER CO COMstock | $56,521 | -22.3% | 1,783 | +2.6% | 0.01% | -18.2% |
QUIDELORTHO CORP COMstock | $51,823 | -26.4% | 725 | 0.0% | 0.01% | -20.0% | ||
SAND | SANDSTORM GOLD LTD COM NEWstock | $54,337 | -13.1% | 10,510 | 0.0% | 0.01% | -11.1% | |
AXON | AXON ENTERPRISE INC COMstock | $52,088 | +24.2% | 450 | 0.0% | 0.01% | +33.3% | |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $49,631 | -33.5% | 1,740 | -26.6% | 0.01% | -27.3% |
OR | OSISKO GOLD ROYALTIES LTD COMstock | $51,409 | +0.8% | 5,050 | 0.0% | 0.01% | +14.3% | |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $50,681 | -21.2% | 1,453 | -9.4% | 0.01% | -11.1% |
USFD | US FOODS HLDG CORP COMstock | $53,541 | -13.8% | 2,025 | 0.0% | 0.01% | -11.1% | |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $53,136 | -5.0% | 800 | 0.0% | 0.01% | 0.0% | |
SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $48,860 | -1.6% | 1,000 | 0.0% | 0.01% | +14.3% | |
O | Buy | REALTY INCOME CORP COMreit | $54,747 | -9.0% | 941 | +6.7% | 0.01% | -11.1% |
SAN | BANCO SANTANDER S.A. ADRadr | $53,360 | -17.1% | 23,000 | 0.0% | 0.01% | -11.1% | |
OKE | ONEOK INC NEW COMstock | $51,240 | -7.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
CG | CARLYLE GROUP INC COMstock | $51,680 | -18.4% | 2,000 | 0.0% | 0.01% | -11.1% | |
FFIV | Sell | F5 INC COMstock | $49,208 | -76.3% | 340 | -74.9% | 0.01% | -73.3% |
IEX | IDEX CORP COMstock | $53,360 | +10.0% | 267 | 0.0% | 0.01% | +14.3% | |
WEC | WEC ENERGY GROUP INC COMstock | $51,691 | -11.1% | 578 | 0.0% | 0.01% | 0.0% | |
BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $54,663 | +16.5% | 2,937 | +21.3% | 0.01% | +14.3% |
IWB | ISHARES RUSSELL 1000 ETFetf | $48,741 | -5.0% | 247 | 0.0% | 0.01% | +14.3% | |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $50,415 | -8.3% | 3,065 | +0.3% | 0.01% | 0.0% |
AVY | Sell | AVERY DENNISON CORP COMstock | $54,505 | -17.9% | 335 | -18.3% | 0.01% | -20.0% |
AWR | AMER STATES WTR CO COMstock | $45,679 | -4.4% | 586 | 0.0% | 0.01% | 0.0% | |
CC | Buy | CHEMOURS CO COMstock | $43,192 | -22.9% | 1,752 | +0.1% | 0.01% | -12.5% |
VMW | Sell | VMWARE INC CL A COMstock | $46,629 | -30.4% | 438 | -25.5% | 0.01% | -30.0% |
VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $42,554 | -26.8% | 2,235 | -5.1% | 0.01% | -12.5% |
CME | CME GROUP INC COMstock | $43,928 | -13.5% | 248 | 0.0% | 0.01% | 0.0% | |
ETSY | Buy | ETSY INC COMstock | $43,156 | +58.9% | 431 | +16.2% | 0.01% | +75.0% |
BEN | FRANKLIN RESOURCES INC COMstock | $44,439 | -7.7% | 2,065 | 0.0% | 0.01% | 0.0% | |
MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $47,717 | -10.6% | 4,575 | 0.0% | 0.01% | -12.5% | |
HRL | HORMEL FOODS CORP COMstock | $42,259 | -4.1% | 930 | 0.0% | 0.01% | +16.7% | |
IDXX | Sell | IDEXX LABS INC COMstock | $46,915 | -13.1% | 144 | -6.5% | 0.01% | -12.5% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $45,531 | -46.8% | 962 | -45.5% | 0.01% | -41.7% |
BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $42,000 | -11.7% | 4,200 | 0.0% | 0.01% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC SHSstock | $45,470 | +11.5% | 314 | 0.0% | 0.01% | +16.7% | |
IYF | ISHARES U.S. FINANCIALS ETFetf | $47,623 | -3.5% | 705 | 0.0% | 0.01% | 0.0% | |
JXI | ISHARES GLOBAL UTILITIES ETFetf | $43,808 | -8.9% | 800 | 0.0% | 0.01% | 0.0% | |
GOVT | ISHARES U.S. TREASURY BOND ETFetf | $47,591 | -4.8% | 2,091 | 0.0% | 0.01% | 0.0% | |
BP | BP PLC SPONSORED ADRadr | $45,280 | +0.7% | 1,586 | 0.0% | 0.01% | 0.0% | |
KHC | Buy | KRAFT HEINZ CO COMstock | $42,476 | -12.4% | 1,274 | +0.2% | 0.01% | 0.0% |
TKR | TIMKEN CO COMstock | $42,627 | +11.3% | 722 | 0.0% | 0.01% | +16.7% | |
SNY | SANOFI SPONSORED ADRadr | $45,624 | -24.0% | 1,200 | 0.0% | 0.01% | -22.2% | |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $47,279 | +0.4% | 1,317 | +0.1% | 0.01% | 0.0% |
XME | New | SPDR S&P METALS & MINING ETFetf | $42,490 | – | 1,000 | +100.0% | 0.01% | – |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $42,538 | -3.0% | 697 | -7.7% | 0.01% | +16.7% |
PNC | PNC FINL SVCS GROUP INC COMstock | $48,263 | -5.3% | 323 | 0.0% | 0.01% | 0.0% | |
PENN | PENN ENTERTAINMENT INC COMstock | $48,143 | -9.6% | 1,750 | 0.0% | 0.01% | -12.5% | |
SE | SEA LTD SPONSORD ADSadr | $44,952 | -16.2% | 802 | 0.0% | 0.01% | -12.5% | |
ELD | Buy | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $37,920 | -5.0% | 1,562 | +0.3% | 0.01% | 0.0% |
KDP | KEURIG DR PEPPER INC COMstock | $41,874 | +1.2% | 1,169 | 0.0% | 0.01% | 0.0% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $35,454 | -4.2% | 170 | 0.0% | 0.01% | +20.0% | |
ULTA | ULTA BEAUTY INC COMstock | $40,119 | +4.1% | 100 | 0.0% | 0.01% | 0.0% | |
VTRS | Buy | VIATRIS INC COMstock | $37,498 | -16.2% | 4,401 | +3.0% | 0.01% | 0.0% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $39,713 | -68.6% | 243 | -71.2% | 0.01% | -66.7% |
ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $40,032 | +37.2% | 200 | 0.0% | 0.01% | +50.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $40,166 | -2.9% | 100 | 0.0% | 0.01% | 0.0% | |
ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $36,579 | -10.8% | 582 | 0.0% | 0.01% | 0.0% | |
FUL | Sell | FULLER H B CO COMstock | $39,065 | -62.9% | 650 | -62.9% | 0.01% | -60.0% |
SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $39,960 | -11.1% | 1,440 | 0.0% | 0.01% | -14.3% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,085 | +8.0% | 514 | 0.0% | 0.01% | +20.0% | |
GILD | Buy | GILEAD SCIENCES INC COMstock | $41,641 | +7.8% | 675 | +8.0% | 0.01% | 0.0% |
GLOBAL X SUPERDIVIDEND ETFetf | $36,237 | -18.8% | 4,806 | 0.0% | 0.01% | 0.0% | ||
ROK | ROCKWELL AUTOMATION INC COMstock | $36,569 | +7.9% | 170 | 0.0% | 0.01% | +20.0% | |
SFST | SOUTHERN FIRST BANCSHARES COMstock | $41,660 | -4.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
MMS | MAXIMUS INC COMstock | $39,641 | -7.4% | 685 | 0.0% | 0.01% | 0.0% | |
ACWI | ISHARES MSCI ACWI ETFetf | $35,957 | -7.2% | 462 | 0.0% | 0.01% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC COMstock | $39,188 | +1.3% | 215 | 0.0% | 0.01% | 0.0% | |
IJR | ISHARES CORE S&P SMALL CAP ETFetf | $39,061 | -5.6% | 448 | 0.0% | 0.01% | 0.0% | |
PGF | INVESCO FINANCIAL PREFERRED ETFetf | $37,600 | -3.2% | 2,500 | 0.0% | 0.01% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $36,869 | -31.8% | 501 | 0.0% | 0.01% | -25.0% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $40,732 | -48.7% | 1,741 | -26.0% | 0.01% | -50.0% |
SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $35,110 | -4.0% | 1,121 | 0.0% | 0.01% | 0.0% | |
BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $30,870 | -10.0% | 1,750 | 0.0% | 0.01% | 0.0% | |
BCAT | BLACKROCK CAP ALLOCATION TERM COMcef | $34,025 | -7.1% | 2,500 | 0.0% | 0.01% | 0.0% | |
IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $35,152 | -8.1% | 325 | 0.0% | 0.01% | -16.7% | |
GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $30,054 | -12.0% | 600 | 0.0% | 0.01% | 0.0% | |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $31,170 | -84.1% | 189 | -83.7% | 0.01% | -82.8% |
DB | Sell | DEUTSCHE BANK A G NAMEN AKTstock | $33,300 | -23.8% | 4,500 | -10.0% | 0.01% | -16.7% |
VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $35,035 | -5.7% | 777 | 0.0% | 0.01% | 0.0% | |
Buy | FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $30,821 | +19.2% | 342 | +26.7% | 0.01% | +25.0% | |
PINS | PINTEREST INC CL Astock | $33,016 | +28.3% | 1,417 | 0.0% | 0.01% | +25.0% | |
EDIV | Buy | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $32,319 | -14.4% | 1,460 | +0.2% | 0.01% | 0.0% |
EQIX | EQUINIX INC COMreit | $34,699 | -13.4% | 61 | 0.0% | 0.01% | -16.7% | |
CANADIAN PACIFIC KANSAS CITY COMstock | $33,360 | -4.5% | 500 | 0.0% | 0.01% | 0.0% | ||
BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $30,608 | -4.2% | 1,600 | 0.0% | 0.01% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $34,300 | -11.1% | 610 | 0.0% | 0.01% | -16.7% | |
PSA | Sell | PUBLIC STORAGE COMreit | $33,088 | -88.4% | 113 | -87.6% | 0.01% | -87.8% |
AFT | APOLLO SR FLOATING RATE FD INC COMcef | $33,777 | -2.5% | 2,700 | 0.0% | 0.01% | 0.0% | |
INFY | Sell | INFOSYS LTD SPONSORED ADRadr | $32,243 | -48.0% | 1,900 | -43.3% | 0.01% | -44.4% |
AMC ENTMT HLDGS INC CL A NEWstock | $34,850 | -48.6% | 5,000 | 0.0% | 0.01% | -50.0% | ||
USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $31,329 | -5.7% | 652 | 0.0% | 0.01% | 0.0% | |
SPG | Buy | SIMON PPTY GROUP INC NEW COMreit | $33,477 | +8.5% | 373 | +14.8% | 0.01% | +25.0% |
HLT | Buy | HILTON WORLDWIDE HLDGS INC COMstock | $30,879 | +12.6% | 256 | +4.1% | 0.01% | +25.0% |
TWLO | TWILIO INC CL Astock | $31,113 | -17.5% | 450 | 0.0% | 0.01% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $32,454 | -11.1% | 155 | 0.0% | 0.01% | 0.0% | |
OKTA | OKTA INC CL Astock | $34,122 | -37.1% | 600 | 0.0% | 0.01% | -37.5% | |
GPI | GROUP 1 AUTOMOTIVE INC COMstock | $30,717 | -15.9% | 215 | 0.0% | 0.01% | 0.0% | |
WIX | WIX COM LTD SHSstock | $31,292 | +19.3% | 400 | 0.0% | 0.01% | +25.0% | |
ABR | New | ARBOR REALTY TRUST INC COMreit | $25,464 | – | 2,214 | +100.0% | 0.00% | – |
LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $26,785 | -9.4% | 510 | 0.0% | 0.00% | 0.0% | ||
SRCL | STERICYCLE INC COMstock | $24,929 | -4.0% | 592 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $25,709 | -1.0% | 426 | 0.0% | 0.00% | 0.0% | |
DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $24,276 | -9.7% | 746 | +2.8% | 0.00% | 0.0% |
FHN | FIRST HORIZON CORPORATION COMstock | $27,801 | +4.8% | 1,214 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD COMstock | $23,500 | -12.8% | 5,000 | 0.0% | 0.00% | 0.0% | |
BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $24,609 | -95.5% | 345 | -95.2% | 0.00% | -94.9% |
RY | ROYAL BK CDA COMstock | $22,690 | -7.0% | 252 | 0.0% | 0.00% | 0.0% | |
FPF | FIRST TR INTER DURATN PFD & IN COMcef | $22,798 | -11.2% | 1,375 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR S&P REGIONAL BANKING ETFetf | $23,552 | +1.4% | 400 | 0.0% | 0.00% | +33.3% | |
New | STRIVE U.S. ENERGY ETFetf | $27,335 | – | 1,100 | +100.0% | 0.00% | – | |
SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $24,832 | -10.7% | 800 | 0.0% | 0.00% | 0.0% | |
NTAP | NETAPP INC COMstock | $24,740 | -5.2% | 400 | 0.0% | 0.00% | 0.0% | |
EFG | ISHARES MSCI EAFE GROWTH ETFetf | $26,339 | -9.9% | 363 | 0.0% | 0.00% | 0.0% | |
EA | Sell | ELECTRONIC ARTS INC COMstock | $28,928 | -20.7% | 250 | -16.7% | 0.00% | -20.0% |
APPS | DIGITAL TURBINE INC COM NEWstock | $25,218 | -17.5% | 1,750 | 0.0% | 0.00% | 0.0% | |
BBH | VANECK BIOTECH ETFetf | $23,229 | -3.4% | 165 | 0.0% | 0.00% | +33.3% | |
VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $25,015 | -4.7% | 429 | 0.0% | 0.00% | 0.0% | |
TQQQ | PROSHARES ULTRAPRO QQQetf | $28,980 | -19.5% | 1,500 | 0.0% | 0.00% | -20.0% | |
AAWW | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $28,671 | +54.9% | 300 | 0.0% | 0.00% | +33.3% | |
IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $23,084 | -6.6% | 400 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD INC COMcef | $23,061 | -4.4% | 2,226 | 0.0% | 0.00% | 0.0% | |
MFC | MANULIFE FINL CORP COMstock | $27,908 | -9.6% | 1,781 | 0.0% | 0.00% | 0.0% | |
RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $24,913 | -5.6% | 259 | 0.0% | 0.00% | 0.0% | |
Sell | GSK PLC SPONSORED ADRadr | $28,253 | -45.9% | 960 | -20.0% | 0.00% | -50.0% | |
VOE | VANGUARD MID-CAP VALUE ETFetf | $24,598 | -6.0% | 202 | 0.0% | 0.00% | 0.0% | |
HXL | HEXCEL CORP NEW COMstock | $18,102 | -1.1% | 350 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $21,341 | -17.0% | 389 | 0.0% | 0.00% | -25.0% | |
MAR | MARRIOTT INTL INC NEW CL Astock | $19,204 | +3.1% | 137 | 0.0% | 0.00% | 0.0% | |
AN | AUTONATION INC COMstock | $18,744 | -8.9% | 184 | 0.0% | 0.00% | 0.0% | |
CAR | AVIS BUDGET GROUP COMstock | $20,191 | +0.9% | 136 | 0.0% | 0.00% | 0.0% | |
BTWN | MONEYHERO LIMITED ORD SHSstock | $20,070 | +1.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
UNFI | UNITED NAT FOODS INC COMstock | $17,185 | -12.8% | 500 | 0.0% | 0.00% | 0.0% | |
AGCB | ALTIMETER GROWTH CORP 2 COM CL Astock | $19,820 | +0.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $21,726 | -5.4% | 450 | 0.0% | 0.00% | 0.0% | |
EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $21,279 | -91.5% | 268 | -90.8% | 0.00% | -91.7% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $20,891 | -11.8% | 211 | +15.9% | 0.00% | 0.0% |
IDU | ISHARES U.S. UTILITIES ETFetf | $16,226 | -5.2% | 200 | 0.0% | 0.00% | +50.0% | |
ICF | ISHARES COHEN & STEERS REIT ETFetf | $21,625 | -11.7% | 403 | 0.0% | 0.00% | -25.0% | |
MUSA | Sell | MURPHY USA INC COMstock | $16,495 | -29.2% | 60 | -40.0% | 0.00% | 0.0% |
IVW | ISHARES S&P 500 GROWTH ETFetf | $20,595 | -4.1% | 356 | 0.0% | 0.00% | 0.0% | |
AGG | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $17,630 | -5.3% | 183 | 0.0% | 0.00% | 0.0% | |
BIIB | BIOGEN INC COMstock | $21,360 | +30.9% | 80 | 0.0% | 0.00% | +50.0% | |
SMAR | Sell | SMARTSHEET INC COM CL Astock | $17,180 | -80.5% | 500 | -82.1% | 0.00% | -76.9% |
NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $18,801 | -2.5% | 260 | 0.0% | 0.00% | 0.0% | |
RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $21,489 | -8.7% | 570 | 0.0% | 0.00% | 0.0% | |
PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $17,233 | -0.8% | 255 | 0.0% | 0.00% | 0.0% | |
MGV | VANGUARD MEGA CAP VALUE ETFetf | $19,960 | -6.5% | 222 | 0.0% | 0.00% | 0.0% | |
CRMT | AMERICAS CAR-MART INC COMstock | $20,320 | -39.3% | 333 | 0.0% | 0.00% | -40.0% | |
HUBS | HUBSPOT INC COMstock | $20,259 | -10.2% | 75 | 0.0% | 0.00% | 0.0% | |
HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $21,590 | -10.6% | 1,000 | 0.0% | 0.00% | -25.0% | |
TCVA | TCV ACQUISITION CORP CL A SHSstock | $19,600 | +0.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
PEAK | HEALTHPEAK PROPERTIES INC COMreit | $18,336 | -11.5% | 800 | 0.0% | 0.00% | 0.0% | |
SCI | SERVICE CORP INTL COMstock | $17,322 | -16.5% | 300 | 0.0% | 0.00% | 0.0% | |
MUA | BLACKROCK MUNIASSETS FD INC COMcef | $20,540 | -15.7% | 2,000 | 0.0% | 0.00% | -25.0% | |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $18,836 | -9.0% | 285 | 0.0% | 0.00% | 0.0% | |
FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $19,678 | +68.1% | 720 | +80.0% | 0.00% | +50.0% |
WH | WYNDHAM HOTELS & RESORTS INC COMstock | $16,687 | -6.7% | 272 | 0.0% | 0.00% | 0.0% | |
FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $17,449 | -10.3% | 325 | 0.0% | 0.00% | 0.0% | |
FMX | Buy | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $21,963 | +116.9% | 350 | +133.3% | 0.00% | +200.0% |
FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $16,623 | -0.9% | 405 | 0.0% | 0.00% | +50.0% | |
FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $21,914 | -4.1% | 273 | 0.0% | 0.00% | 0.0% | |
DTE | DTE ENERGY CO COMstock | $19,443 | -9.2% | 169 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP COMstock | $19,050 | +6.1% | 2,500 | 0.0% | 0.00% | 0.0% | |
PETS | PETMED EXPRESS INC COMstock | $19,520 | -1.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $18,209 | -8.0% | 211 | 0.0% | 0.00% | 0.0% | |
XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $21,423 | -7.6% | 315 | 0.0% | 0.00% | 0.0% | |
ES | EVERSOURCE ENERGY COMstock | $19,178 | -7.7% | 246 | 0.0% | 0.00% | 0.0% | |
ESS | Buy | ESSEX PPTY TR INC COMreit | $17,739 | +18.7% | 73 | +28.1% | 0.00% | +50.0% |
SBCF | SEACOAST BKG CORP FLA COM NEWstock | $19,650 | -8.5% | 650 | 0.0% | 0.00% | 0.0% | |
AEE | AMEREN CORP COMstock | $17,261 | -10.9% | 214 | 0.0% | 0.00% | 0.0% | |
EPAM | EPAM SYS INC COMstock | $18,110 | +22.9% | 50 | 0.0% | 0.00% | +50.0% | |
VV | VANGUARD LARGE-CAP ETFetf | $16,356 | -5.1% | 100 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC COMstock | $17,370 | +3.8% | 100 | 0.0% | 0.00% | +50.0% | |
VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $19,558 | -21.0% | 908 | 0.0% | 0.00% | -25.0% | |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $17,991 | +321.5% | 225 | +350.0% | 0.00% | +200.0% |
MSM | MSC INDL DIRECT INC CL Astock | $20,023 | -3.1% | 275 | 0.0% | 0.00% | 0.0% | |
MAC | MACERICH CO COMreit | $20,406 | -8.8% | 2,570 | 0.0% | 0.00% | 0.0% | |
LMACA | LIBERTY MEDIA ACQUISITION CORP COM SR Astock | $19,880 | +1.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
SJI | SOUTH JERSEY INDS INC COMstock | $13,368 | -2.1% | 400 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC COMstock | $11,151 | -4.5% | 150 | 0.0% | 0.00% | 0.0% | |
ABNB | Sell | AIRBNB INC COM CL Astock | $12,500 | -80.5% | 119 | -83.4% | 0.00% | -77.8% |
COLD | Sell | AMERICOLD REALTY TRUST INC COMreit | $15,990 | -49.3% | 650 | -38.1% | 0.00% | -60.0% |
BJ | Sell | BJS WHSL CLUB HLDGS INC COMstock | $10,922 | -23.1% | 150 | -34.2% | 0.00% | 0.0% |
MYD | BLACKROCK MUNIYIELD FD INC COMcef | $9,940 | -10.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $10,030 | -12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
BIGZ | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $10,905 | -8.4% | 1,500 | 0.0% | 0.00% | 0.0% | |
BSX | Sell | BOSTON SCIENTIFIC CORP COMstock | $13,207 | -87.4% | 341 | -87.8% | 0.00% | -86.7% |
BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $10,134 | -4.2% | 249 | 0.0% | 0.00% | 0.0% | |
CFFI | C & F FINL CORP COMstock | $14,338 | +16.4% | 268 | 0.0% | 0.00% | 0.0% | |
CCJ | New | CAMECO CORP COMstock | $13,255 | – | 500 | +100.0% | 0.00% | – |
DELL | DELL TECHNOLOGIES INC CL Cstock | $11,754 | -26.1% | 344 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $15,461 | -3.1% | 551 | 0.0% | 0.00% | 0.0% | |
ETG | EATON VANCE TX ADV GLBL DIV FD COMcef | $15,090 | -6.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
FITB | FIFTH THIRD BANCORP COMstock | $10,131 | -4.9% | 317 | 0.0% | 0.00% | 0.0% | |
FLR | FLUOR CORP NEW COMstock | $9,956 | +2.3% | 400 | 0.0% | 0.00% | +100.0% | |
FTV | FORTIVE CORP COMstock | $14,517 | +7.2% | 249 | 0.0% | 0.00% | 0.0% | |
MLPX | New | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $12,556 | – | 335 | +100.0% | 0.00% | – |
HST | HOST HOTELS & RESORTS INC COMreit | $15,880 | +1.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
HWM | HOWMET AEROSPACE INC COMstock | $10,300 | -1.7% | 333 | 0.0% | 0.00% | 0.0% | |
IEP | Buy | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $10,037 | +7.3% | 202 | +4.1% | 0.00% | +100.0% |
ILMN | ILLUMINA INC COMstock | $12,401 | +3.5% | 65 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC COMstock | $11,421 | +2.8% | 264 | 0.0% | 0.00% | 0.0% | |
PSR | INVESCO ACTIVE U.S. REAL ESTATE FUNDetf | $12,733 | -11.1% | 150 | 0.0% | 0.00% | 0.0% | |
QQQJ | INVESCO NASDAQ NEXT GEN 100 ETFetf | $13,755 | -4.9% | 621 | 0.0% | 0.00% | 0.0% | |
EWZ | Sell | ISHARES MSCI BRAZIL ETFetf | $13,778 | -13.1% | 465 | -19.7% | 0.00% | 0.0% |
EWC | New | ISHARES MSCI CANADA ETFetf | $11,627 | – | 378 | +100.0% | 0.00% | – |
OEF | ISHARES S&P 100 ETFetf | $10,400 | -5.8% | 64 | 0.0% | 0.00% | 0.0% | |
IWR | ISHARES RUSSELL MIDCAP ETFetf | $16,097 | -3.9% | 259 | 0.0% | 0.00% | 0.0% | |
IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $9,731 | -55.2% | 47 | -53.0% | 0.00% | -33.3% |
REET | ISHARES GLOBAL REIT ETFetf | $12,762 | -12.0% | 600 | 0.0% | 0.00% | 0.0% | |
KAMN | KAMAN CORP COMstock | $13,965 | -10.6% | 500 | 0.0% | 0.00% | 0.0% | |
MIN | MFS INTER INCOME TR SH BEN INTcef | $11,240 | -5.4% | 4,000 | 0.0% | 0.00% | 0.0% | |
MAG | MAG SILVER CORP COMstock | $10,583 | +2.5% | 848 | 0.0% | 0.00% | +100.0% | |
MGA | MAGNA INTL INC COMstock | $14,226 | -13.6% | 300 | 0.0% | 0.00% | 0.0% | |
PNFP | PINNACLE FINL PARTNERS INC COMstock | $12,003 | +12.2% | 148 | 0.0% | 0.00% | 0.0% | |
PLUG | PLUG POWER INC COM NEWstock | $11,661 | +26.8% | 555 | 0.0% | 0.00% | +100.0% | |
POOL | POOL CORP COMstock | $15,911 | -9.4% | 50 | 0.0% | 0.00% | -33.3% | |
PROSHARES ULTRASHORT S&P500etf | $12,278 | +8.4% | 225 | 0.0% | 0.00% | 0.0% | ||
PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $9,800 | -16.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
RYN | RAYONIER INC COMreit | $14,685 | -19.8% | 490 | 0.0% | 0.00% | -33.3% | |
RMD | Sell | RESMED INC COMstock | $10,915 | -90.5% | 50 | -90.9% | 0.00% | -88.2% |
RBLX | ROBLOX CORP CL Astock | $9,820 | +9.1% | 274 | 0.0% | 0.00% | +100.0% | |
SEIC | SEI INVTS CO COMstock | $9,810 | -9.2% | 200 | 0.0% | 0.00% | 0.0% | |
SDY | SPDR S&P DIVIDEND ETFetf | $11,150 | -6.1% | 100 | 0.0% | 0.00% | 0.0% | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $10,826 | +3.6% | 76 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INC CL Astock | $11,897 | +22.2% | 70 | 0.0% | 0.00% | +100.0% | |
SWN | SOUTHWESTERN ENERGY CO COMstock | $13,843 | -2.1% | 2,262 | 0.0% | 0.00% | 0.0% | |
SR | SPIRE INC COMstock | $12,466 | -16.2% | 200 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC COMstock | $10,528 | -15.0% | 140 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC COMstock | $15,971 | -23.7% | 630 | 0.0% | 0.00% | -33.3% | |
VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $11,580 | -6.1% | 194 | 0.0% | 0.00% | 0.0% | |
WELL | WELLTOWER INC COMreit | $16,080 | -21.9% | 250 | 0.0% | 0.00% | -33.3% | |
DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $12,434 | -5.6% | 229 | +0.9% | 0.00% | 0.0% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $15,721 | -10.9% | 60 | 0.0% | 0.00% | -33.3% | |
PEJ | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $8,940 | -4.5% | 258 | 0.0% | 0.00% | 0.0% | |
VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $5,167 | -5.0% | 32 | 0.0% | 0.00% | 0.0% | |
IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $9,574 | -4.0% | 69 | 0.0% | 0.00% | 0.0% | |
OIA | INVESCO MUNI INCOME OPP TRST COMcef | $8,790 | -9.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
IIM | INVESCO VALUE MUN INCOME TR COMcef | $4,857 | -10.6% | 422 | 0.0% | 0.00% | 0.0% | |
ADRE | INVESCO BLDRS EMERGING MARKETS 50 ADR INDEX FUNDetf | $3,462 | -11.0% | 100 | 0.0% | 0.00% | 0.0% | |
ITT | ITT INC COMstock | $9,474 | -2.8% | 145 | 0.0% | 0.00% | 0.0% | |
HII | Sell | HUNTINGTON INGALLS INDS INC COMstock | $9,082 | -54.7% | 41 | -55.4% | 0.00% | -66.7% |
TRP | TC ENERGY CORP COMstock | $4,190 | -22.2% | 104 | 0.0% | 0.00% | 0.0% | |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $7,470 | -6.7% | 26 | 0.0% | 0.00% | 0.0% | |
New | HALEON PLC SPON ADSadr | $7,308 | – | 1,200 | +100.0% | 0.00% | – | |
GPK | GRAPHIC PACKAGING HLDG CO COMstock | $6,909 | -3.7% | 350 | 0.0% | 0.00% | 0.0% | |
EAF | GRAFTECH INTL LTD COMstock | $4,321 | -39.0% | 1,003 | 0.0% | 0.00% | 0.0% | |
MPWR | MONOLITHIC PWR SYS INC COMstock | $3,271 | -5.4% | 9 | 0.0% | 0.00% | 0.0% | |
DOC | PHYSICIANS RLTY TR COMreit | $7,520 | -13.8% | 500 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL COMstock | $3,292 | -16.1% | 106 | 0.0% | 0.00% | 0.0% | |
VPL | VANGUARD FTSE PACIFIC ETFetf | $5,744 | -9.5% | 100 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT INC COMstock | $4,030 | -7.9% | 53 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC COM CL Astock | $6,582 | +27.9% | 200 | 0.0% | 0.00% | 0.0% | ||
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $3,793 | -74.6% | 123 | -70.2% | 0.00% | -50.0% |
GM | GENERAL MTRS CO COMstock | $4,653 | +1.0% | 145 | 0.0% | 0.00% | 0.0% | |
GPS | GAP INC COMstock | $4,105 | -0.4% | 500 | 0.0% | 0.00% | 0.0% | |
FF | Buy | FUTUREFUEL CORP COMstock | $6,153 | -16.2% | 1,019 | +1.0% | 0.00% | 0.0% |
FLAX | FRANKLIN FTSE ASIA EX JAPAN ETFetf | $4,921 | -15.0% | 263 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $5,693 | -11.1% | 20 | 0.0% | 0.00% | 0.0% | |
QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,064 | -6.9% | 86 | 0.0% | 0.00% | 0.0% | |
TDIV | Buy | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $8,827 | +238.3% | 202 | +288.5% | 0.00% | – |
FIF | FIRST TR ENERGY INFRASTRCTR FD COMcef | $4,266 | -6.9% | 320 | 0.0% | 0.00% | 0.0% | |
PETQ | PETIQ INC COM CL Astock | $3,450 | -58.9% | 500 | 0.0% | 0.00% | 0.0% | |
NJR | NEW JERSEY RES CORP COMstock | $7,740 | -13.1% | 200 | 0.0% | 0.00% | 0.0% | |
MAA | MID-AMER APT CMNTYS INC COMreit | $3,818 | -10.9% | 25 | 0.0% | 0.00% | 0.0% | |
LEN | LENNAR CORP CL Astock | $4,100 | +5.6% | 55 | 0.0% | 0.00% | 0.0% | |
FSLY | FASTLY INC CL Astock | $9,618 | -21.1% | 1,050 | 0.0% | 0.00% | -50.0% | |
VTR | VENTAS INC COMreit | $8,034 | -21.9% | 200 | 0.0% | 0.00% | 0.0% | |
BLD | TOPBUILD CORP COMstock | $9,063 | -1.4% | 55 | 0.0% | 0.00% | 0.0% | |
TD | New | TORONTO DOMINION BK ONT COM NEWstock | $3,741 | – | 61 | +100.0% | 0.00% | – |
TTE | TOTALENERGIES SE SPONSORED ADSadr | $6,978 | -11.6% | 150 | 0.0% | 0.00% | 0.0% | |
EQR | Buy | EQUITY RESIDENTIAL SH BEN INTreit | $9,344 | +29.4% | 139 | +39.0% | 0.00% | 0.0% |
EQX | EQUINOX GOLD CORP COMstock | $5,435 | -17.8% | 1,489 | 0.0% | 0.00% | 0.0% | |
ENPH | Buy | ENPHASE ENERGY INC COMstock | $8,602 | +340.7% | 31 | +210.0% | 0.00% | – |
LMND | LEMONADE INC COMstock | $4,342 | +16.0% | 205 | 0.0% | 0.00% | 0.0% | |
STAG | New | STAG INDL INC COMreit | $5,970 | – | 210 | +100.0% | 0.00% | – |
TNL | TRAVEL PLUS LEISURE CO COMstock | $9,212 | -12.1% | 270 | 0.0% | 0.00% | -50.0% | |
JETS | U.S. GLOBAL JETS ETFetf | $3,753 | -9.0% | 250 | 0.0% | 0.00% | 0.0% | |
EPR | New | EPR PPTYS COM SH BEN INTreit | $4,847 | – | 135 | +100.0% | 0.00% | – |
LEA | LEAR CORP COM NEWstock | $4,788 | -4.9% | 40 | 0.0% | 0.00% | 0.0% | |
TRMB | TRIMBLE INC COMstock | $4,396 | -6.8% | 81 | 0.0% | 0.00% | 0.0% | |
TRUP | Buy | TRUPANION INC COMstock | $5,943 | +97.2% | 100 | +100.0% | 0.00% | – |
VRSK | VERISK ANALYTICS INC COMstock | $4,604 | -1.5% | 27 | 0.0% | 0.00% | 0.0% | |
ON | New | ON SEMICONDUCTOR CORP COMstock | $4,301 | – | 69 | +100.0% | 0.00% | – |
VVI | VIAD CORP COMstock | $3,979 | +14.4% | 126 | 0.0% | 0.00% | 0.0% | |
DFS | DISCOVER FINL SVCS COMstock | $4,546 | -3.9% | 50 | 0.0% | 0.00% | 0.0% | |
OMCL | OMNICELL COM COMstock | $8,703 | -23.5% | 100 | 0.0% | 0.00% | -50.0% | |
DOCN | DIGITALOCEAN HLDGS INC COMstock | $3,617 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
MRCY | MERCURY SYS INC COMstock | $8,120 | -36.9% | 200 | 0.0% | 0.00% | -50.0% | |
DKS | DICKS SPORTING GOODS INC COMstock | $5,651 | +38.8% | 54 | 0.0% | 0.00% | 0.0% | |
KRG | KITE RLTY GROUP TR COM NEWreit | $7,508 | -0.4% | 436 | 0.0% | 0.00% | 0.0% | |
USB | US BANCORP DEL COM NEWstock | $8,064 | -12.4% | 200 | 0.0% | 0.00% | 0.0% | |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $3,843 | -96.1% | 145 | -97.0% | 0.00% | -92.9% |
CPNG | COUPANG INC CL Astock | $3,584 | +30.8% | 215 | 0.0% | 0.00% | – | |
WPC | New | WP CAREY INC COMreit | $6,491 | – | 93 | +100.0% | 0.00% | – |
KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $7,290 | -3.3% | 900 | 0.0% | 0.00% | 0.0% | |
WAB | Sell | WABTEC COMstock | $4,962 | -5.5% | 61 | -4.7% | 0.00% | 0.0% |
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $5,902 | -0.8% | 550 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INC CL Cstock | $7,152 | -21.4% | 1,200 | 0.0% | 0.00% | 0.0% | |
NET | CLOUDFLARE INC CL A COMstock | $4,425 | +26.4% | 80 | 0.0% | 0.00% | 0.0% | |
WCN | WASTE CONNECTIONS INC COMstock | $5,540 | +9.0% | 41 | 0.0% | 0.00% | 0.0% | |
STOR | New | STORE CAP CORP COMreit | $8,396 | – | 268 | +100.0% | 0.00% | – |
REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $8,376 | -21.7% | 400 | 0.0% | 0.00% | -50.0% | |
MPW | New | MEDICAL PPTYS TRUST INC COMreit | $7,540 | – | 636 | +100.0% | 0.00% | – |
IQLT | New | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $8,334 | – | 300 | +100.0% | 0.00% | – |
WLK | WESTLAKE CORPORATION COMstock | $4,518 | -11.4% | 52 | 0.0% | 0.00% | 0.0% | |
CHK | Sell | CHESAPEAKE ENERGY CORP COMstock | $3,580 | -9.9% | 38 | -22.4% | 0.00% | 0.0% |
MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $3,411 | -3.8% | 26 | 0.0% | 0.00% | 0.0% | |
NEAR | BLACKROCK SHORT DURATION BOND ETFetf | $6,158 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $4,751 | -3.7% | 150 | 0.0% | 0.00% | 0.0% | |
CPT | CAMDEN PPTY TR SH BEN INTreit | $5,375 | -11.2% | 45 | 0.0% | 0.00% | 0.0% | |
SPX TECHNOLOGIES INC COMstock | $4,418 | +4.5% | 80 | 0.0% | 0.00% | 0.0% | ||
CF | Sell | CF INDS HLDGS INC COMstock | $4,813 | -52.8% | 50 | -58.0% | 0.00% | 0.0% |
CBOE | CBOE GLOBAL MKTS INC COMstock | $5,869 | +3.7% | 50 | 0.0% | 0.00% | 0.0% | |
SU | SUNCOR ENERGY INC NEW COMstock | $7,882 | -19.7% | 280 | 0.0% | 0.00% | 0.0% | |
SXC | Buy | SUNCOKE ENERGY INC COMstock | $6,033 | -13.6% | 1,038 | +1.2% | 0.00% | 0.0% |
ROL | ROLLINS INC COMstock | $7,560 | -0.7% | 218 | 0.0% | 0.00% | 0.0% | |
WYNN | Buy | WYNN RESORTS LTD COMstock | $6,870 | +502.6% | 109 | +445.0% | 0.00% | – |
U | UNITY SOFTWARE INC COMstock | $3,983 | -13.5% | 125 | 0.0% | 0.00% | 0.0% | |
UHS | Buy | UNIVERSAL HLTH SVCS INC CL Bstock | $4,102 | -12.3% | 47 | +2.2% | 0.00% | 0.0% |
MVT | BLACKROCK MUNIVEST FD II INC COMcef | $7,467 | -11.2% | 740 | 0.0% | 0.00% | 0.0% | |
MHD | BLACKROCK MUNIHOLDINGS FD INC COMcef | $8,325 | -11.4% | 740 | 0.0% | 0.00% | 0.0% | |
Sell | ZIMVIE INC COMstock | $8,617 | -60.9% | 873 | -36.6% | 0.00% | -66.7% | |
SCHN | SCHNITZER STEEL INDS INC CL Astock | $3,358 | -13.3% | 118 | 0.0% | 0.00% | 0.0% | |
BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $6,050 | -4.3% | 500 | 0.0% | 0.00% | 0.0% | |
BIG | Sell | BIG LOTS INC COMstock | $5,464 | -56.6% | 350 | -41.7% | 0.00% | -50.0% |
GOLD | Buy | BARRICK GOLD CORP COMstock | $4,588 | -6.0% | 296 | +7.2% | 0.00% | 0.0% |
FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $8,157 | -10.6% | 300 | 0.0% | 0.00% | 0.0% | |
SYNA | SYNAPTICS INC COMstock | $3,960 | -16.1% | 40 | 0.0% | 0.00% | 0.0% | |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $5,283 | -4.7% | 624 | +0.5% | 0.00% | 0.0% |
BKR | BAKER HUGHES COMPANY CL Astock | $4,192 | -27.4% | 200 | 0.0% | 0.00% | 0.0% | |
RPAY | REPAY HLDGS CORP COM CL Astock | $7,060 | -45.1% | 1,000 | 0.0% | 0.00% | -50.0% | |
NFG | New | NATIONAL FUEL GAS CO COMstock | $6,155 | – | 100 | +100.0% | 0.00% | – |
VALE | VALE S A SPONSORED ADSadr | $3,330 | -9.0% | 250 | 0.0% | 0.00% | 0.0% | |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $3,289 | -5.9% | 13 | 0.0% | 0.00% | 0.0% | |
ABG | ASBURY AUTOMOTIVE GROUP INC COMstock | $5,289 | -10.8% | 35 | 0.0% | 0.00% | 0.0% | |
IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $8,264 | +0.1% | 40 | 0.0% | 0.00% | 0.0% | |
APPN | APPIAN CORP CL Astock | $6,125 | -13.8% | 150 | 0.0% | 0.00% | 0.0% | |
APOLLO GLOBAL MGMT INC COMstock | $9,300 | -4.1% | 200 | 0.0% | 0.00% | 0.0% | ||
EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $5,228 | +0.7% | 40 | 0.0% | 0.00% | 0.0% | |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $3,608 | -1.0% | 46 | 0.0% | 0.00% | 0.0% | |
NVT | NVENT ELECTRIC PLC SHSstock | $4,742 | +0.9% | 150 | 0.0% | 0.00% | 0.0% | |
APA | APA CORPORATION COMstock | $5,129 | -2.0% | 150 | 0.0% | 0.00% | 0.0% | |
TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $4,713 | -10.8% | 46 | 0.0% | 0.00% | 0.0% | |
MFM | Buy | MFS MUN INCOME TR SH BEN INTcef | $9,461 | -10.8% | 1,955 | +0.3% | 0.00% | -50.0% |
ARLP | Sell | ALLIANCE RESOURCE PARTNERS L P UT LTD PARTstock | $9,160 | -64.1% | 400 | -71.4% | 0.00% | -75.0% |
SONO | SONOS INC COMstock | $4,309 | -22.9% | 310 | 0.0% | 0.00% | 0.0% | |
ALC | Sell | ALCON AG ORD SHSstock | $5,818 | -30.6% | 100 | -16.7% | 0.00% | 0.0% |
PPH | VANECK PHARMACEUTICAL ETFetf | $3,900 | -12.5% | 58 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AG NAMEN AKTstock | $9,149 | +7.5% | 140 | 0.0% | 0.00% | 0.0% | |
ROKU | ROKU INC COM CL Astock | $5,640 | -31.3% | 100 | 0.0% | 0.00% | 0.0% | |
BSJO | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $8,648 | -0.8% | 400 | 0.0% | 0.00% | 0.0% | |
MTB | M & T BK CORP COMstock | $7,758 | +10.6% | 44 | 0.0% | 0.00% | 0.0% | |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $4,386 | +4.4% | 133 | 0.0% | 0.00% | 0.0% | |
BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $8,700 | -0.9% | 400 | 0.0% | 0.00% | 0.0% | |
BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $8,752 | -1.5% | 400 | 0.0% | 0.00% | 0.0% | |
INMD | INMODE LTD SHSstock | $4,367 | +29.9% | 150 | 0.0% | 0.00% | – | |
NCR | NCR VOYIX CORPORATION COMstock | $4,753 | -38.9% | 250 | 0.0% | 0.00% | 0.0% | |
AMN | AMN HEALTHCARE SVCS INC COMstock | $5,298 | -3.4% | 50 | 0.0% | 0.00% | 0.0% | |
AGCO | AGCO CORP COMstock | $5,001 | -2.6% | 52 | 0.0% | 0.00% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $3,764 | -13.9% | 50 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP COMstock | $3,790 | +8.6% | 100 | 0.0% | 0.00% | 0.0% | |
PBJ | INVESCO FOOD & BEVERAGE ETFetf | $7,352 | -4.2% | 175 | 0.0% | 0.00% | 0.0% | |
SAP | SAP SE SPON ADRadr | $4,063 | -10.4% | 50 | 0.0% | 0.00% | 0.0% | |
MSTR | Exit | MICROSTRATEGY INC CL A NEWstock | $0 | – | -3 | -100.0% | 0.00% | – |
GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,037 | -7.3% | 50 | 0.0% | 0.00% | – | |
FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,701 | -6.0% | 40 | 0.0% | 0.00% | – | |
SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,278 | -4.8% | 26 | 0.0% | 0.00% | – | |
RICK | New | RCI HOSPITALITY HLDGS INC COMstock | $653 | – | 10 | +100.0% | 0.00% | – |
PYR | PYROGENESIS CDA INC COMstock | $555 | -42.8% | 500 | 0.0% | 0.00% | – | |
SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $556 | -99.5% | 13 | -99.1% | 0.00% | -100.0% |
PUBM | PUBMATIC INC COM CL Astock | $1,663 | +4.7% | 100 | 0.0% | 0.00% | – | |
PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $2,009 | +7.1% | 191 | 0.0% | 0.00% | – | |
PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $65 | +8.3% | 27 | 0.0% | 0.00% | – | |
AMH | Exit | AMERICAN HOMES 4 RENT CL Areit | $0 | – | 0 | +100.0% | 0.00% | – |
PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $2,041 | -10.4% | 251 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC COM CL Astock | $1,671 | -4.9% | 25 | 0.0% | 0.00% | – | |
Sell | ORION OFFICE REIT INC COMreit | $490 | -26.8% | 56 | -8.2% | 0.00% | – | |
ORGN | New | ORIGIN MATERIALS INC COMstock | $1,290 | – | 250 | +100.0% | 0.00% | – |
ORGANIGRAM HLDGS INC COMstock | $174 | -4.9% | 200 | 0.0% | 0.00% | – | ||
OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $1,307 | +7.1% | 33 | 0.0% | 0.00% | – | |
New | NUSCALE PWR CORP CL A COMstock | $2,920 | – | 250 | +100.0% | 0.00% | – | |
NUS | NU SKIN ENTERPRISES INC CL Astock | $1,669 | -22.9% | 50 | 0.0% | 0.00% | – | |
SKLZ | New | SKILLZ INC COM CL Astock | $420 | – | 412 | +100.0% | 0.00% | – |
Buy | NIOCORP DEVS LTD COM NEWstock | $1,040 | +202.3% | 1,000 | +100.0% | 0.00% | – | |
NEM | NEWMONT CORP COMstock | $2,774 | -29.6% | 66 | 0.0% | 0.00% | -100.0% | |
SNA | SNAP ON INC COMstock | $3,020 | +2.2% | 15 | 0.0% | 0.00% | – | |
SNAP | Sell | SNAP INC CL Astock | $1,827 | -97.7% | 186 | -97.0% | 0.00% | -100.0% |
SOFI | New | SOFI TECHNOLOGIES INC COMstock | $932 | – | 191 | +100.0% | 0.00% | – |
SOLO BRANDS INC COM CL Astock | $1,045 | -6.4% | 275 | 0.0% | 0.00% | – | ||
NGD | NEW GOLD INC CDA COMstock | $1,320 | -17.8% | 1,500 | 0.0% | 0.00% | – | |
NRG | NRG ENERGY INC COM NEWstock | $1,454 | +0.3% | 38 | 0.0% | 0.00% | – | |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,440 | -11.9% | 30 | 0.0% | 0.00% | – | |
NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $111 | +177.5% | 12 | 0.0% | 0.00% | – | |
PINS | Exit | PINTEREST INC CL Acall | $0 | – | -1,000 | -100.0% | 0.00% | – |
ADSK | Exit | AUTODESK INC COMcall | $0 | – | -100 | -100.0% | 0.00% | – |
SLI | Sell | STANDARD LITHIUM LTD COMstock | $1,048 | -88.3% | 242 | -88.5% | 0.00% | -100.0% |
MSFT | MICROSOFT CORP COMcall | $47 | -7.8% | 200 | 0.0% | 0.00% | – | |
New | MATTERPORT INC COM CL Astock | $49 | – | 13 | +100.0% | 0.00% | – | |
Sell | SYLVAMO CORP COMMON STOCKstock | $1,220 | -76.2% | 36 | -77.1% | 0.00% | -100.0% | |
MAT | MATTEL INC COMstock | $1,042 | -15.1% | 55 | 0.0% | 0.00% | – | |
MASI | MASIMO CORP COMstock | $3,106 | +8.0% | 22 | 0.0% | 0.00% | – | |
MSGE | SPHERE ENTERTAINMENT CO CL Astock | $617 | -16.3% | 14 | 0.0% | 0.00% | – | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADScall | $21 | -16.0% | 300 | 0.0% | 0.00% | – | |
SKT | TANGER INC COMreit | $684 | -3.8% | 50 | 0.0% | 0.00% | – | |
LUCID GROUP INC COMstock | $2,794 | -18.6% | 200 | 0.0% | 0.00% | – | ||
LTHM | LIVENT CORP COMstock | $2,636 | +35.1% | 86 | 0.0% | 0.00% | – | |
LOB | New | LIVE OAK BANCSHARES INC COMstock | $3,060 | – | 100 | +100.0% | 0.00% | – |
LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,523 | +5.6% | 40 | 0.0% | 0.00% | – | ||
LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $3,017 | +4.6% | 80 | 0.0% | 0.00% | – | ||
LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,170 | -7.8% | 20 | 0.0% | 0.00% | – | ||
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $1,476 | -36.2% | 20 | 0.0% | 0.00% | – | |
THOMSON REUTERS CORP. COMstock | $1,334 | -1.5% | 13 | 0.0% | 0.00% | – | ||
LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $746 | -34.3% | 10 | 0.0% | 0.00% | – | |
LDOS | LEIDOS HOLDINGS INC COMstock | $3,061 | -13.2% | 35 | 0.0% | 0.00% | -100.0% | |
LVS | LAS VEGAS SANDS CORP COMstock | $1,688 | +11.6% | 45 | 0.0% | 0.00% | – | |
TPC | TUTOR PERINI CORP COMstock | $276 | -37.1% | 50 | 0.0% | 0.00% | – | |
Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $984 | -27.6% | 119 | -14.4% | 0.00% | – | |
JD | JD.COM INC SPON ADR CL Aadr | $2,012 | -21.7% | 40 | 0.0% | 0.00% | – | |
IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $1,930 | -2.3% | 80 | 0.0% | 0.00% | – | |
UNG | UNITED STATES NATURAL GAS FUND LPetf | $2,338 | +23.0% | 100 | 0.0% | 0.00% | – | |
SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $2,537 | -10.6% | 52 | 0.0% | 0.00% | – | |
IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $2,643 | -3.5% | 26 | 0.0% | 0.00% | – | |
IYG | New | ISHARES US FINANCIAL SERVICES ETFetf | $2,401 | – | 17 | +100.0% | 0.00% | – |
UPLD | UPLAND SOFTWARE INC COMstock | $138 | -44.1% | 17 | 0.0% | 0.00% | – | |
UPST | Sell | UPSTART HLDGS INC COMstock | $852 | -80.9% | 41 | -70.9% | 0.00% | -100.0% |
UPST | UPSTART HLDGS INC COMcall | $4 | -33.3% | 200 | 0.0% | 0.00% | – | |
UBA | New | URSTADT BIDDLE PPTYS INC CL Areit | $2,201 | – | 142 | +100.0% | 0.00% | – |
IXG | New | ISHARES GLOBAL FINANCIALS ETFetf | $613 | – | 10 | +100.0% | 0.00% | – |
SMH | VANECK SEMICONDUCTOR ETFetf | $1,111 | -9.1% | 6 | 0.0% | 0.00% | – | |
IXP | ISHARES GLOBAL COMM SERVICES ETFetf | $1,836 | -14.2% | 35 | 0.0% | 0.00% | – | |
GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,178 | -8.0% | 40 | 0.0% | 0.00% | – | |
PGX | INVESCO PREFERRED ETFetf | $2,970 | -3.7% | 250 | 0.0% | 0.00% | – | |
HNST | New | HONEST CO INC COMstock | $903 | – | 258 | +100.0% | 0.00% | – |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,480 | -9.6% | 40 | 0.0% | 0.00% | – | |
GMED | GLOBUS MED INC CL Astock | $2,979 | +6.1% | 50 | 0.0% | 0.00% | – | |
URA | New | GLOBAL X URANIUM ETFetf | $991 | – | 50 | +100.0% | 0.00% | – |
ROKU | ROKU INC COM CL Acall | $11 | -31.2% | 200 | 0.0% | 0.00% | – | |
SIL | GLOBAL X SILVER MINERS ETFetf | $964 | -6.9% | 40 | 0.0% | 0.00% | – | |
FINX | GLOBAL X FINTECH ETFetf | $1,014 | -4.8% | 50 | 0.0% | 0.00% | – | |
QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $3,132 | -10.4% | 200 | 0.0% | 0.00% | -100.0% | |
FLO | FLOWERS FOODS INC COMstock | $2,321 | -6.2% | 94 | 0.0% | 0.00% | – | |
SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $2,416 | -8.3% | 40 | 0.0% | 0.00% | – | |
DIBS | 1STDIBS COM INC COMstock | $1,258 | +10.5% | 200 | 0.0% | 0.00% | – | |
TUR | Exit | ISHARES MSCI TURKEY ETFetf | $0 | – | -100 | -100.0% | 0.00% | – |
FR | FIRST INDL RLTY TR INC COMreit | $1,309 | -5.0% | 29 | 0.0% | 0.00% | – | |
FMC | FMC CORP COM NEWstock | $740 | -1.2% | 7 | 0.0% | 0.00% | – | |
EXC | EXELON CORP COMstock | $937 | -17.3% | 25 | 0.0% | 0.00% | – | |
EPRT | New | ESSENTIAL PPTYS RLTY TR INC COMreit | $2,334 | – | 120 | +100.0% | 0.00% | – |
ENS | ENERSYS COMstock | $1,745 | -1.4% | 30 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP COMMON STOCKstock | $3,138 | -3.2% | 109 | -14.8% | 0.00% | – | |
MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $734 | -20.9% | 160 | 0.0% | 0.00% | – | |
DT | DYNATRACE INC COM NEWstock | $2,332 | -11.7% | 67 | 0.0% | 0.00% | – | |
DRE | DUKE REALTY CORP COM NEWreit | $723 | -12.3% | 15 | 0.0% | 0.00% | – | |
DRAFTKINGS INC NEW COM CL Acall | $15 | +25.0% | 1,000 | 0.0% | 0.00% | – | ||
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $2,895 | +2.7% | 10 | 0.0% | 0.00% | – | |
QQQE | Sell | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $181 | -82.0% | 3 | -81.2% | 0.00% | – |
VICI | New | VICI PPTYS INC COMreit | $1,373 | – | 46 | +100.0% | 0.00% | – |
DM | DESKTOP METAL INC COM CL Astock | $453 | +17.7% | 175 | 0.0% | 0.00% | – | |
DTM | Sell | DT MIDSTREAM INC COMMON STOCKstock | $882 | -78.6% | 17 | -79.8% | 0.00% | -100.0% |
CRON | CRONOS GROUP INC COMstock | $223 | 0.0% | 79 | 0.0% | 0.00% | – | |
CONSTELLATION ENERGY CORP COMstock | $832 | +45.2% | 10 | 0.0% | 0.00% | – | ||
CMCSA | New | COMCAST CORP NEW CL Acall | $29 | – | 1,000 | +100.0% | 0.00% | – |
CLPR | New | CLIPPER RLTY INC COMreit | $843 | – | 121 | +100.0% | 0.00% | – |
CHS | CHICOS FAS INC COMstock | $1,452 | -2.6% | 300 | 0.0% | 0.00% | – | |
HYG | Exit | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -39 | -100.0% | 0.00% | – |
WST | WEST PHARMACEUTICAL SVSC INC COMstock | $3,199 | -18.6% | 13 | 0.0% | 0.00% | -100.0% | |
CHGG | CHEGG INC COMstock | $1,054 | +12.2% | 50 | 0.0% | 0.00% | – | |
CERE | CEREVEL THERAPEUTICS HLDNG INC COMstock | $2,826 | +6.9% | 100 | 0.0% | 0.00% | – | |
CANOPY GROWTH CORP COM NEWstock | $232 | -4.1% | 85 | 0.0% | 0.00% | – | ||
WDAY | WORKDAY INC CL Astock | $2,283 | +9.0% | 15 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC COMstock | $478 | +6.0% | 11 | 0.0% | 0.00% | – | |
BOX | New | BOX INC CL Astock | $1,829 | – | 75 | +100.0% | 0.00% | – |
XEL | New | XCEL ENERGY INC COMstock | $1,984 | – | 31 | +100.0% | 0.00% | – |
BLNK | BLINK CHARGING CO COMstock | $1,258 | +7.2% | 71 | 0.0% | 0.00% | – | |
JJC | IPATH SERIES B BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETNetf | $1,104 | -8.2% | 65 | 0.0% | 0.00% | – | |
JJN | IPATH SERIES B BLOOMBERG NICKEL SUBINDEX TOTAL RETURN ETNetf | $1,412 | -4.6% | 50 | 0.0% | 0.00% | – | |
BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $939 | -1.6% | 211 | 0.0% | 0.00% | – | |
AXON | AXON ENTERPRISE INC COMcall | $12 | +33.3% | 100 | 0.0% | 0.00% | – | |
BAMR | BROOKFIELD REINS LTD CL A EXCH LT VTGstock | $123 | -8.2% | 3 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC COMstock | $1,067 | -20.4% | 49 | 0.0% | 0.00% | – | |
ATLANTA BRAVES HLDGS INC COM SER Cstock | $2,750 | +14.6% | 100 | 0.0% | 0.00% | – | ||
RCUS | ARCUS BIOSCIENCES INC COMstock | $785 | +3.3% | 30 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $2,499 | +2.2% | 220 | 0.0% | 0.00% | – | |
NVCR | NOVOCURE LTD ORD SHSstock | $1,900 | +9.3% | 25 | 0.0% | 0.00% | – | |
AIMC | ALTRA INDL MOTION CORP COMstock | $874 | -4.7% | 26 | 0.0% | 0.00% | – | |
TPGY | TPG PACE BEN FIN CORP CL A COMstock | $10 | 0.0% | 1 | 0.0% | 0.00% | – | |
AFRM | New | AFFIRM HLDGS INC COM CL Astock | $375 | – | 20 | +100.0% | 0.00% | – |
AEGON LTD AMER REG 1 CERTadr | $729 | -9.6% | 184 | 0.0% | 0.00% | – | ||
LOGI | LOGITECH INTL S A SHSstock | $2,300 | -11.6% | 50 | 0.0% | 0.00% | – | |
AAQC | ACCELERATE ACQUISITION CORP COM CL Astock | $589 | +0.5% | 60 | 0.0% | 0.00% | – | |
ARKX | ARK SPACE EXPLORATION & INNOVATION ETFetf | $1,384 | -8.0% | 112 | 0.0% | 0.00% | – | |
ARKK | Buy | ARK INNOVATION ETFetf | $2,302 | +162.5% | 61 | +177.3% | 0.00% | – |
FVRR | FIVERR INTL LTD ORD SHSstock | $1,530 | -11.0% | 50 | 0.0% | 0.00% | – | |
KRNT | New | KORNIT DIGITAL LTD SHSstock | $1,331 | – | 50 | +100.0% | 0.00% | – |
VFC | Exit | V F CORP COMstock | $0 | – | -32 | -100.0% | 0.00% | – |
NOW | Exit | SERVICENOW INC COMcall | $0 | – | -100 | -100.0% | 0.00% | – |
Exit | HYCROFT MINING HOLDING CORP CL A NEWstock | $0 | – | -2,000 | -100.0% | 0.00% | – | |
RMR | Exit | RMR GROUP INC CL Astock | $0 | – | -33 | -100.0% | 0.00% | – |
BIO | Exit | BIO RAD LABS INC CL Astock | $0 | – | -5 | -100.0% | 0.00% | – |
KEY | Exit | KEYCORP COMstock | $0 | – | -101 | -100.0% | 0.00% | – |
GER | Exit | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $0 | – | -166 | -100.0% | 0.00% | – |
CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -32 | -100.0% | 0.00% | – |
New | SAFEHOLD INC COMreit | $1,284 | – | 139 | +100.0% | 0.00% | – | |
KBE | SPDR S&P BANK ETFetf | $2,215 | +1.0% | 50 | 0.0% | 0.00% | – | |
XAR | SPDR S&P AEROSPACE & DEFENSE ETFetf | $1,375 | -8.9% | 15 | 0.0% | 0.00% | – | |
New | SL GREEN RLTY CORP COMreit | $1,847 | – | 46 | +100.0% | 0.00% | – | |
CHD | Exit | CHURCH & DWIGHT CO INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
CCMP | Exit | CMC MATERIALS INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
PMX | Exit | PIMCO MUN INCOME FD III COMcef | $0 | – | -775 | -100.0% | -0.00% | – |
ITRI | Exit | ITRON INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
CHKEL | Exit | CHESAPEAKE ENERGY CORP WT C EXP 020926stock | $0 | – | -148 | -100.0% | -0.00% | – |
EXP | Exit | EAGLE MATLS INC COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
CHX | Exit | CHAMPIONX CORPORATION COMstock | $0 | – | -275 | -100.0% | -0.00% | – |
CIEN | Exit | CIENA CORP COM NEWstock | $0 | – | -200 | -100.0% | -0.00% | – |
MAS | Exit | MASCO CORP COMstock | $0 | – | -115 | -100.0% | -0.00% | – |
LEG | Exit | LEGGETT & PLATT INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
ROST | Exit | ROSS STORES INC COMstock | $0 | – | -235 | -100.0% | -0.00% | – |
MUR | Exit | MURPHY OIL CORP COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
BSL | Exit | BLACKSTONE SENI FLTN RAT 2027 COMcef | $0 | – | -1,000 | -100.0% | -0.00% | – |
AIG | Exit | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | -255 | -100.0% | -0.00% | – |
QRVO | Exit | QORVO INC COMstock | $0 | – | -230 | -100.0% | -0.00% | – |
HR | Exit | HEALTHCARE RLTY TR COMreit | $0 | – | -2,900 | -100.0% | -0.01% | – |
STX | Exit | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $0 | – | -1,400 | -100.0% | -0.02% | – |
CDK | Exit | CDK GLOBAL INC COMstock | $0 | – | -1,957 | -100.0% | -0.02% | – |
CSL | Exit | CARLISLE COS INC COMstock | $0 | – | -575 | -100.0% | -0.02% | – |
USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -5,824 | -100.0% | -0.03% | – |
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.