$766 Million is the total value of Anchor Investment Management, LLC's 971 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP COMstock | $29,839,935 | -5.4% | 94,505 | +2.0% | 3.90% | -3.3% |
V | Buy | VISA INC COM CL Astock | $21,571,933 | -2.1% | 93,787 | +1.1% | 2.82% | +0.1% |
AAPL | Buy | APPLE INC COMstock | $19,486,485 | -9.0% | 113,816 | +3.1% | 2.54% | -6.9% |
BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $14,928,902 | +13.7% | 742,362 | +13.8% | 1.95% | +16.2% |
SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $14,672,418 | -7.2% | 289,969 | -4.0% | 1.92% | -5.1% |
BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $13,909,610 | +1.6% | 672,937 | +1.1% | 1.82% | +3.8% |
QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $13,700,424 | -0.4% | 38,240 | +2.6% | 1.79% | +1.8% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $12,898,799 | -0.3% | 82,817 | +5.9% | 1.68% | +1.9% |
ABBV | Buy | ABBVIE INC COMstock | $12,468,425 | +10.7% | 83,647 | +0.1% | 1.63% | +13.2% |
XOM | Buy | EXXON MOBIL CORP COMstock | $12,287,871 | +16.7% | 104,506 | +6.4% | 1.60% | +19.3% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $12,034,609 | +8.2% | 91,275 | -0.7% | 1.57% | +10.6% |
BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $11,903,869 | +2.5% | 633,680 | +3.4% | 1.55% | +4.8% |
FCNCA | FIRST CTZNS BANCSHARES INC N C CL Astock | $10,927,632 | +7.5% | 7,918 | 0.0% | 1.43% | +9.9% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $10,673,641 | +4.2% | 30,470 | +1.4% | 1.39% | +6.6% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $10,027,540 | +19.1% | 76,628 | +8.9% | 1.31% | +21.8% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $8,423,108 | +11.0% | 16,706 | +5.8% | 1.10% | +13.5% |
UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $8,190,394 | -12.2% | 52,546 | +1.0% | 1.07% | -10.2% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETFetf | $8,126,320 | -14.5% | 19,586 | -8.9% | 1.06% | -12.6% |
LOW | Buy | LOWES COS INC COMstock | $7,966,413 | -6.7% | 38,330 | +1.3% | 1.04% | -4.7% |
MRK | Buy | MERCK & CO INC COMstock | $7,950,800 | -9.0% | 77,230 | +2.0% | 1.04% | -7.0% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $7,893,361 | +1.7% | 105,035 | +2.4% | 1.03% | +4.0% |
FDX | Sell | FEDEX CORP COMstock | $7,656,883 | +4.6% | 28,903 | -2.2% | 1.00% | +7.0% |
LLY | Buy | ELI LILLY & CO COMstock | $7,498,240 | +15.3% | 13,960 | +0.7% | 0.98% | +18.0% |
UNP | Buy | UNION PAC CORP COMstock | $7,491,800 | -0.2% | 36,791 | +0.3% | 0.98% | +2.0% |
SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $7,319,749 | -5.7% | 108,152 | -1.0% | 0.96% | -3.6% |
ADBE | Sell | ADOBE INC COMstock | $7,140,130 | +3.0% | 14,003 | -1.2% | 0.93% | +5.3% |
KO | Buy | COCA COLA CO COMstock | $6,982,873 | -0.1% | 124,739 | +7.5% | 0.91% | +2.1% |
AMZN | Buy | AMAZON COM INC COMstock | $6,967,701 | +6.0% | 54,812 | +8.7% | 0.91% | +8.3% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $6,932,893 | +1.5% | 78,551 | +3.2% | 0.90% | +3.8% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $6,432,121 | -1.8% | 44,098 | +2.2% | 0.84% | +0.4% |
CVX | Buy | CHEVRON CORP NEW COMstock | $6,265,226 | +7.8% | 37,156 | +0.6% | 0.82% | +10.2% |
HD | Sell | HOME DEPOT INC COMstock | $6,010,412 | -3.3% | 19,891 | -0.6% | 0.78% | -1.1% |
FB | Buy | META PLATFORMS INC CL Astock | $5,794,353 | +8.2% | 19,301 | +3.4% | 0.76% | +10.7% |
MDT | Buy | MEDTRONIC PLC SHSstock | $5,561,209 | +3.7% | 70,970 | +16.6% | 0.73% | +6.0% |
PFE | Sell | PFIZER INC COMstock | $5,208,344 | -11.4% | 157,020 | -2.0% | 0.68% | -9.5% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $5,114,915 | +4.7% | 115,357 | -1.9% | 0.67% | +7.1% |
SO | Sell | SOUTHERN CO COMstock | $4,932,976 | -7.9% | 76,220 | -0.1% | 0.64% | -5.8% |
ABT | Sell | ABBOTT LABS COMstock | $4,883,034 | -13.7% | 50,419 | -2.8% | 0.64% | -11.6% |
WM | Sell | WASTE MGMT INC DEL COMstock | $4,774,196 | -13.4% | 31,319 | -1.5% | 0.62% | -11.5% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $4,615,456 | +0.7% | 91,978 | +0.7% | 0.60% | +3.1% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $4,561,195 | +1.1% | 9,011 | +4.2% | 0.60% | +3.5% |
DIS | Sell | DISNEY WALT CO COMstock | $4,542,462 | -12.4% | 56,045 | -3.5% | 0.59% | -10.4% |
INTC | Buy | INTEL CORP COMstock | $4,456,786 | +8.4% | 125,367 | +1.9% | 0.58% | +10.9% |
ENB | Sell | ENBRIDGE INC COMstock | $4,365,063 | -12.9% | 130,145 | -3.6% | 0.57% | -10.9% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $4,351,249 | +1.4% | 30,004 | +1.7% | 0.57% | +3.6% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $4,264,642 | -4.2% | 29,925 | +3.0% | 0.56% | -2.1% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $4,180,787 | -13.6% | 128,997 | -0.9% | 0.55% | -11.7% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $4,098,898 | -23.9% | 10,438 | -21.1% | 0.54% | -22.2% |
ORCL | Sell | ORACLE CORP COMstock | $4,033,079 | -12.5% | 38,077 | -1.6% | 0.53% | -10.5% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $3,977,701 | -3.4% | 42,965 | +1.9% | 0.52% | -1.3% |
IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $3,949,788 | -20.8% | 81,439 | -7.8% | 0.52% | -19.0% |
PEP | PEPSICO INC COMstock | $3,934,550 | -8.5% | 23,221 | 0.0% | 0.51% | -6.4% | |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $3,756,460 | +14.2% | 6,649 | +8.8% | 0.49% | +16.7% |
CAT | Buy | CATERPILLAR INC COMstock | $3,736,361 | +11.3% | 13,686 | +0.3% | 0.49% | +13.8% |
FISV | Buy | FISERV INC COMstock | $3,698,310 | -9.2% | 32,740 | +1.5% | 0.48% | -7.1% |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $3,691,551 | +1.9% | 48,947 | +2.1% | 0.48% | +4.1% |
MCD | Buy | MCDONALDS CORP COMstock | $3,591,853 | -6.0% | 13,634 | +6.4% | 0.47% | -3.9% |
MCK | MCKESSON CORP COMstock | $3,544,897 | +1.8% | 8,152 | 0.0% | 0.46% | +4.0% | |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $3,529,140 | +2.9% | 8,914 | +2.2% | 0.46% | +5.3% |
VHT | Sell | VANGUARD HEALTH CARE ETFetf | $3,526,422 | -5.4% | 15,000 | -1.4% | 0.46% | -3.4% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $3,423,694 | +9.4% | 14,231 | -0.0% | 0.45% | +11.8% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $3,425,775 | -1.1% | 13,432 | +3.0% | 0.45% | +1.1% |
VGSH | Sell | VANGUARD SHORT-TERM TREASURY ETFetf | $3,305,434 | -30.3% | 57,386 | -30.2% | 0.43% | -28.7% |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $3,277,056 | +1.3% | 22,231 | +4.5% | 0.43% | +3.6% |
QCOM | Sell | QUALCOMM INC COMstock | $3,266,738 | -21.4% | 29,414 | -15.8% | 0.43% | -19.6% |
GLW | Buy | CORNING INC COMstock | $3,212,031 | -11.2% | 105,416 | +2.2% | 0.42% | -9.3% |
WMT | Buy | WALMART INC COMstock | $3,140,517 | +2.2% | 19,637 | +0.5% | 0.41% | +4.6% |
CSCO | Buy | CISCO SYS INC COMstock | $3,064,029 | +6.7% | 56,995 | +2.7% | 0.40% | +9.0% |
VDE | Buy | VANGUARD ENERGY ETFetf | $2,978,614 | +17.7% | 23,502 | +4.8% | 0.39% | +20.4% |
VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $2,960,788 | -4.7% | 10,992 | +0.2% | 0.39% | -2.5% |
EMR | Buy | EMERSON ELEC CO COMstock | $2,960,142 | +11.6% | 30,653 | +4.5% | 0.39% | +13.9% |
EFAV | Buy | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $2,897,960 | -2.1% | 44,434 | +1.3% | 0.38% | 0.0% |
VFH | Sell | VANGUARD FINANCIALS ETFetf | $2,850,726 | -2.0% | 35,492 | -0.9% | 0.37% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $2,841,177 | +5.6% | 40,939 | +11.0% | 0.37% | +7.8% |
CSX | Sell | CSX CORP COMstock | $2,816,054 | -11.1% | 91,579 | -1.5% | 0.37% | -9.1% |
NSC | Sell | NORFOLK SOUTHN CORP COMstock | $2,798,037 | -14.2% | 14,208 | -1.2% | 0.36% | -12.3% |
SYK | Sell | STRYKER CORPORATION COMstock | $2,768,772 | -14.3% | 10,132 | -4.3% | 0.36% | -12.3% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $2,697,396 | +8.5% | 12,699 | +12.6% | 0.35% | +11.0% |
VIS | Buy | VANGUARD INDUSTRIALS ETFetf | $2,600,346 | -3.4% | 13,336 | +1.9% | 0.34% | -1.2% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $2,607,088 | +16.1% | 5,993 | +12.9% | 0.34% | +18.5% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,603,817 | -4.1% | 62,864 | +1.4% | 0.34% | -2.0% |
GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $2,560,933 | -3.4% | 85,279 | +0.9% | 0.33% | -1.2% |
SON | Buy | SONOCO PRODS CO COMstock | $2,497,537 | -7.8% | 45,953 | +0.1% | 0.33% | -5.8% |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $2,489,368 | -6.5% | 2,739 | -1.7% | 0.32% | -4.4% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $2,476,130 | -8.5% | 20,489 | +4.5% | 0.32% | -6.6% |
BAC | Sell | BANK AMERICA CORP COMstock | $2,446,904 | -5.9% | 89,368 | -1.4% | 0.32% | -3.9% |
UNM | UNUM GROUP COMstock | $2,430,134 | +3.1% | 49,403 | 0.0% | 0.32% | +5.3% | |
K | Buy | KELLANOVA COMstock | $2,423,700 | -7.2% | 40,728 | +5.1% | 0.32% | -5.4% |
GEM | Buy | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $2,402,877 | -2.1% | 83,826 | +2.1% | 0.31% | +0.3% |
SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,393,868 | -5.1% | 99,994 | -2.3% | 0.31% | -2.8% |
SJM | Buy | SMUCKER J M CO COM NEWstock | $2,335,612 | -14.0% | 19,003 | +3.3% | 0.30% | -12.1% |
TFC | Buy | TRUIST FINL CORP COMstock | $2,292,636 | -2.2% | 80,134 | +3.8% | 0.30% | 0.0% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $2,283,691 | +2.4% | 32,274 | +5.1% | 0.30% | +4.6% |
TXN | Buy | TEXAS INSTRS INC COMstock | $2,276,855 | -8.3% | 14,319 | +3.8% | 0.30% | -6.3% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $2,245,937 | -2.4% | 5,254 | +1.2% | 0.29% | -0.3% |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $2,109,971 | -8.7% | 17,164 | -3.0% | 0.28% | -6.8% |
SCHP | Sell | SCHWAB US TIPS ETFetf | $2,065,105 | -28.5% | 40,901 | -25.7% | 0.27% | -26.8% |
EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $2,010,921 | -26.1% | 29,026 | +0.7% | 0.26% | -24.2% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COMstock | $2,012,215 | -23.3% | 17,931 | -0.5% | 0.26% | -21.5% |
MMM | Buy | 3M CO COMstock | $2,002,951 | -1.9% | 21,394 | +4.9% | 0.26% | +0.4% |
VAW | Buy | VANGUARD MATERIALS ETFetf | $1,977,252 | -4.7% | 11,461 | +0.5% | 0.26% | -2.6% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $1,912,206 | +1.3% | 38,709 | +6.9% | 0.25% | +3.7% |
VO | Sell | VANGUARD MID-CAP ETFetf | $1,899,030 | -19.0% | 9,119 | -14.3% | 0.25% | -17.1% |
AMAT | Sell | APPLIED MATLS INC COMstock | $1,835,432 | -8.0% | 13,257 | -3.9% | 0.24% | -5.9% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $1,824,858 | -23.6% | 31,853 | -1.1% | 0.24% | -22.0% |
DHR | Sell | DANAHER CORPORATION COMstock | $1,811,829 | +2.6% | 7,303 | -0.7% | 0.24% | +4.9% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $1,806,207 | -17.3% | 81,214 | +5.9% | 0.24% | -15.4% |
AZO | Buy | AUTOZONE INC COMstock | $1,798,313 | +6.1% | 708 | +4.1% | 0.24% | +8.3% |
LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $1,781,951 | -11.9% | 8,863 | +5.8% | 0.23% | -9.7% |
NFLX | Buy | NETFLIX INC COMstock | $1,770,944 | -7.7% | 4,690 | +7.7% | 0.23% | -5.7% |
Buy | GSK PLC SPONSORED ADRadr | $1,744,096 | +4.8% | 48,113 | +3.0% | 0.23% | +7.0% | |
TSLA | Buy | TESLA INC COMstock | $1,725,517 | +2.4% | 6,896 | +7.1% | 0.22% | +4.7% |
TSCO | Buy | TRACTOR SUPPLY CO COMstock | $1,716,788 | -8.0% | 8,455 | +0.2% | 0.22% | -5.9% |
SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $1,707,871 | -5.4% | 3,606 | +1.3% | 0.22% | -3.5% |
CVS | Sell | CVS HEALTH CORP COMstock | $1,699,881 | -8.3% | 24,347 | -9.2% | 0.22% | -6.3% |
SPGI | Sell | S&P GLOBAL INC COMstock | $1,670,539 | -16.9% | 4,572 | -8.8% | 0.22% | -15.2% |
PAYX | Sell | PAYCHEX INC COMstock | $1,584,865 | +3.1% | 13,742 | -0.0% | 0.21% | +5.6% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,557,320 | -11.4% | 3,808 | -0.3% | 0.20% | -9.8% |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,557,048 | +7.7% | 5,070 | +8.3% | 0.20% | +9.7% |
AVGO | Buy | BROADCOM INC COMstock | $1,532,851 | +2.4% | 1,846 | +7.0% | 0.20% | +4.7% |
AFL | Sell | AFLAC INC COMstock | $1,512,129 | +4.5% | 19,702 | -4.9% | 0.20% | +6.5% |
BKNG | Sell | BOOKING HOLDINGS INC COMstock | $1,511,136 | +12.8% | 490 | -1.2% | 0.20% | +15.2% |
ANTM | Sell | ELEVANCE HEALTH INC COMstock | $1,484,392 | -15.4% | 3,409 | -13.7% | 0.19% | -13.4% |
SNPS | Sell | SYNOPSYS INC COMstock | $1,470,999 | +4.4% | 3,205 | -0.9% | 0.19% | +6.7% |
VB | Sell | VANGUARD SMALL-CAP ETFetf | $1,433,529 | -18.0% | 7,582 | -13.8% | 0.19% | -16.1% |
AMGN | Sell | AMGEN INC COMstock | $1,422,791 | +17.4% | 5,294 | -3.0% | 0.19% | +20.0% |
HUM | Sell | HUMANA INC COMstock | $1,407,989 | +5.4% | 2,894 | -3.1% | 0.18% | +7.6% |
VDC | Sell | VANGUARD CONSUMER STAPLES ETFetf | $1,387,560 | -42.5% | 7,596 | -38.8% | 0.18% | -41.2% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $1,378,330 | -4.3% | 9,079 | -0.5% | 0.18% | -2.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $1,344,579 | +84.4% | 13,014 | +89.3% | 0.18% | +89.2% |
RTX | Buy | RTX CORPORATION COMstock | $1,328,998 | -24.0% | 18,466 | +3.4% | 0.17% | -22.0% |
SBUX | Sell | STARBUCKS CORP COMstock | $1,309,880 | -10.2% | 14,352 | -2.5% | 0.17% | -8.1% |
VTV | Sell | VANGUARD VALUE ETFetf | $1,301,220 | -3.9% | 9,434 | -1.0% | 0.17% | -1.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,293,099 | -7.3% | 22,279 | +2.1% | 0.17% | -5.1% |
D | Sell | DOMINION ENERGY INC COMstock | $1,281,437 | -37.3% | 28,687 | -27.4% | 0.17% | -36.0% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $1,274,590 | +12.6% | 5,534 | +22.3% | 0.17% | +14.5% |
CI | Buy | THE CIGNA GROUP COMstock | $1,255,847 | +35.8% | 4,390 | +33.2% | 0.16% | +39.0% |
CLX | Buy | CLOROX CO DEL COMstock | $1,251,492 | +991.4% | 9,549 | +1224.4% | 0.16% | +986.7% |
SSB | Sell | SOUTHSTATE CORPORATION COMstock | $1,222,451 | -8.9% | 18,148 | -11.0% | 0.16% | -6.4% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $1,216,644 | -14.8% | 8,155 | -0.5% | 0.16% | -12.6% |
NVO | Buy | NOVO-NORDISK A S ADRadr | $1,220,779 | +12.4% | 13,424 | +100.0% | 0.16% | +14.4% |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $1,196,543 | +1.2% | 19,333 | +3.3% | 0.16% | +3.3% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $1,194,297 | -10.9% | 4,086 | +4.3% | 0.16% | -8.8% |
INTU | Sell | INTUIT COMstock | $1,160,172 | +8.7% | 2,271 | -2.5% | 0.15% | +11.0% |
COP | Sell | CONOCOPHILLIPS COMstock | $1,154,393 | +11.6% | 9,636 | -3.5% | 0.15% | +14.4% |
GD | GENERAL DYNAMICS CORP COMstock | $1,130,909 | +2.7% | 5,118 | 0.0% | 0.15% | +5.0% | |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $1,118,368 | +1.2% | 20,371 | +4.5% | 0.15% | +3.5% |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $1,103,237 | -3.2% | 14,582 | +6.9% | 0.14% | -1.4% |
Buy | GENERAL ELECTRIC CO COM NEWstock | $1,100,869 | +34.9% | 9,958 | +34.0% | 0.14% | +38.5% | |
SOR | Sell | SOURCE CAP INC COMcef | $1,075,374 | +0.5% | 27,867 | -0.2% | 0.14% | +2.2% |
BA | Sell | BOEING CO COMstock | $1,058,840 | -10.0% | 5,524 | -0.9% | 0.14% | -8.0% |
KMI | Sell | KINDER MORGAN INC DEL COMstock | $1,060,285 | -17.8% | 63,950 | -14.6% | 0.14% | -16.4% |
BTT | Buy | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $1,033,010 | +2.3% | 53,220 | +9.5% | 0.14% | +4.7% |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $1,019,726 | -34.8% | 9,638 | +4.7% | 0.13% | -33.5% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $1,011,650 | -1.6% | 17,305 | +12.3% | 0.13% | +0.8% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $1,005,205 | +7.7% | 7,165 | +2.7% | 0.13% | +10.1% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $998,731 | +9.9% | 36,490 | +5.8% | 0.13% | +12.1% |
MCO | MOODYS CORP COMstock | $986,450 | -9.1% | 3,120 | 0.0% | 0.13% | -7.2% | |
REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $986,729 | +33.2% | 1,199 | +16.3% | 0.13% | +35.8% |
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $989,577 | +2.8% | 29,139 | +7.9% | 0.13% | +4.9% |
FTNT | Sell | FORTINET INC COMstock | $964,993 | -22.6% | 16,445 | -0.3% | 0.13% | -20.8% |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $959,522 | -8.8% | 8,721 | -6.3% | 0.12% | -6.7% |
BK | Sell | BANK NEW YORK MELLON CORP COMstock | $944,578 | -10.4% | 22,147 | -6.5% | 0.12% | -8.9% |
CPRT | Buy | COPART INC COMstock | $939,362 | -7.0% | 21,800 | +96.8% | 0.12% | -4.7% |
ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNstock | $941,834 | +17.3% | 67,130 | +6.2% | 0.12% | +19.4% |
CPK | Buy | CHESAPEAKE UTILS CORP COMstock | $933,668 | -9.3% | 9,552 | +10.5% | 0.12% | -6.9% |
WY | Buy | WEYERHAEUSER CO MTN BE COM NEWreit | $924,834 | -8.5% | 30,164 | +0.0% | 0.12% | -6.2% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTD ORDstock | $898,307 | +0.2% | 6,740 | -5.6% | 0.12% | +1.7% |
CFR | Sell | CULLEN FROST BANKERS INC COMstock | $898,419 | -15.6% | 9,850 | -0.5% | 0.12% | -14.0% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $889,586 | -15.8% | 12,510 | -8.8% | 0.12% | -14.1% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $877,020 | -1.4% | 16,908 | +3.4% | 0.12% | +0.9% |
ATO | ATMOS ENERGY CORP COMstock | $875,617 | -8.9% | 8,266 | 0.0% | 0.11% | -7.3% | |
MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $871,041 | +15.9% | 11,485 | +21.9% | 0.11% | +18.8% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $862,314 | -23.8% | 2,665 | -24.1% | 0.11% | -22.1% |
IJH | Sell | ISHARES CORE S&P MID-CAP ETFetf | $843,052 | -5.4% | 3,381 | -0.8% | 0.11% | -3.5% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $809,154 | +12.8% | 11,945 | +8.7% | 0.11% | +15.2% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $800,510 | +61.3% | 437 | +88.4% | 0.10% | +66.7% |
GPN | Buy | GLOBAL PMTS INC COMstock | $806,345 | +47.0% | 6,988 | +25.5% | 0.10% | +50.0% |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $796,133 | +309.8% | 17,311 | +284.7% | 0.10% | +316.0% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $788,183 | -14.5% | 9,070 | -0.7% | 0.10% | -12.7% |
MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $779,590 | +0.4% | 7,785 | 0.0% | 0.10% | +3.0% | |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $783,359 | -13.6% | 10,728 | -1.6% | 0.10% | -12.1% |
NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $782,692 | -1.6% | 7,684 | -2.5% | 0.10% | 0.0% |
LPLA | Buy | LPL FINL HLDGS INC COMstock | $773,313 | +25.5% | 3,254 | +14.8% | 0.10% | +27.8% |
LULU | Buy | LULULEMON ATHLETICA INC COMstock | $768,521 | +14.1% | 1,993 | +12.0% | 0.10% | +16.3% |
L | Sell | LOEWS CORP COMstock | $739,144 | +5.7% | 11,675 | -0.8% | 0.10% | +9.0% |
MKTX | Buy | MARKETAXESS HLDGS INC COMstock | $710,805 | -10.9% | 3,327 | +9.0% | 0.09% | -8.8% |
IYC | Sell | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $701,033 | -20.1% | 10,471 | -15.1% | 0.09% | -17.9% |
T | Sell | AT&T INC COMstock | $704,306 | -9.9% | 46,891 | -4.4% | 0.09% | -8.0% |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $701,541 | +1.3% | 7,094 | +3.3% | 0.09% | +4.5% |
NOW | Sell | SERVICENOW INC COMstock | $697,023 | -26.0% | 1,247 | -25.6% | 0.09% | -24.2% |
TROW | Buy | PRICE T ROWE GROUP INC COMstock | $700,074 | -6.3% | 6,676 | +0.1% | 0.09% | -4.2% |
NKE | Buy | NIKE INC CL Bstock | $697,729 | +4.9% | 7,297 | +21.1% | 0.09% | +7.1% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $679,454 | -3.7% | 2,398 | +1.9% | 0.09% | -1.1% |
ALL | ALLSTATE CORP COMstock | $657,208 | +2.2% | 5,899 | 0.0% | 0.09% | +4.9% | |
IXJ | Sell | ISHARES GLOBAL HEALTHCARE ETFetf | $642,209 | -4.2% | 7,792 | -1.2% | 0.08% | -2.3% |
Buy | LINDE PLC SHSstock | $640,070 | +36.7% | 1,719 | +39.9% | 0.08% | +40.0% | |
MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $642,248 | -9.1% | 12,827 | -5.9% | 0.08% | -6.7% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $637,797 | -2.0% | 3,999 | +1.7% | 0.08% | 0.0% |
ECL | ECOLAB INC COMstock | $633,387 | -9.3% | 3,739 | 0.0% | 0.08% | -6.7% | |
TEL | TE CONNECTIVITY LTD SHSstock | $631,362 | -11.9% | 5,111 | 0.0% | 0.08% | -9.9% | |
TGT | Sell | TARGET CORP COMstock | $604,955 | -65.4% | 5,471 | -58.7% | 0.08% | -64.6% |
LKQ | Sell | LKQ CORP COMstock | $605,014 | -16.7% | 12,220 | -2.0% | 0.08% | -15.1% |
VUG | Buy | VANGUARD GROWTH ETFetf | $605,561 | +31.2% | 2,224 | +36.3% | 0.08% | +33.9% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $608,869 | -8.6% | 14,901 | -4.6% | 0.08% | -7.1% |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $597,932 | -8.7% | 4,220 | -3.5% | 0.08% | -7.1% |
IBB | Sell | ISHARES BIOTECHNOLOGY ETFetf | $594,214 | -6.0% | 4,859 | -2.4% | 0.08% | -3.7% |
BAX | Sell | BAXTER INTL INC COMstock | $588,988 | -19.1% | 15,606 | -2.3% | 0.08% | -17.2% |
CRM | Buy | SALESFORCE INC COMstock | $589,279 | +10.3% | 2,906 | +15.0% | 0.08% | +13.2% |
FOXA | Sell | FOX CORP CL A COMstock | $585,504 | -21.1% | 18,766 | -14.0% | 0.08% | -20.0% |
EQH | Sell | EQUITABLE HLDGS INC COMstock | $582,080 | +1.8% | 20,503 | -2.6% | 0.08% | +4.1% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $583,588 | -3.1% | 2,322 | -5.1% | 0.08% | -1.3% |
BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $584,572 | -7.9% | 18,611 | -2.6% | 0.08% | -6.2% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $582,812 | +27.6% | 1,676 | +29.1% | 0.08% | +31.0% |
NOC | NORTHROP GRUMMAN CORP COMstock | $580,170 | -3.4% | 1,318 | 0.0% | 0.08% | -1.3% | |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $553,139 | -15.3% | 8,114 | -1.1% | 0.07% | -13.3% |
FCCO | FIRST CMNTY CORP S C COMstock | $547,373 | -0.5% | 31,695 | 0.0% | 0.07% | +1.4% | |
QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $547,060 | -2.3% | 4,151 | 0.0% | 0.07% | -1.4% | |
RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $534,576 | +6.0% | 8,400 | +6.3% | 0.07% | +9.4% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $539,599 | +4.5% | 5,248 | +15.8% | 0.07% | +6.1% |
HOLX | Sell | HOLOGIC INC COMstock | $538,336 | -15.4% | 7,757 | -1.3% | 0.07% | -13.6% |
BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $538,995 | +3.7% | 7,170 | +4.2% | 0.07% | +6.1% |
DE | Buy | DEERE & CO COMstock | $534,865 | -2.9% | 1,417 | +4.3% | 0.07% | 0.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $531,426 | -4.3% | 3,052 | +7.6% | 0.07% | -2.8% |
NIM | Sell | NUVEEN SELECT MAT MUN FD SH BEN INTcef | $528,265 | -6.8% | 62,369 | -1.0% | 0.07% | -4.2% |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $498,294 | +115.0% | 5,585 | +129.2% | 0.06% | +116.7% |
MS | Sell | MORGAN STANLEY COM NEWstock | $497,370 | -9.9% | 6,090 | -5.8% | 0.06% | -8.5% |
PHM | Sell | PULTE GROUP INC COMstock | $499,912 | -6.1% | 6,751 | -1.5% | 0.06% | -4.4% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $489,992 | -12.5% | 4,970 | -1.8% | 0.06% | -11.1% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $485,645 | -20.7% | 825 | -2.4% | 0.06% | -19.2% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $483,749 | -5.8% | 7,019 | -0.9% | 0.06% | -4.5% |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $471,083 | +179.9% | 7,308 | +191.4% | 0.06% | +195.2% |
GLD | Buy | SPDR GOLD SHARESetf | $474,059 | +7.2% | 2,765 | +11.4% | 0.06% | +10.7% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $471,600 | -21.1% | 1,773 | -18.4% | 0.06% | -18.4% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $477,737 | +1.2% | 14,403 | +2.9% | 0.06% | +3.3% |
AMLP | Sell | ALERIAN MLP ETFetf | $466,082 | +2.4% | 11,045 | -4.8% | 0.06% | +5.2% |
DOV | Sell | DOVER CORP COMstock | $467,219 | -7.1% | 3,349 | -1.6% | 0.06% | -4.7% |
GBDC | Sell | GOLUB CAP BDC INC COMcef | $452,795 | +4.4% | 30,865 | -3.9% | 0.06% | +7.3% |
NUE | Buy | NUCOR CORP COMstock | $451,382 | +2.4% | 2,887 | +7.4% | 0.06% | +5.4% |
MU | Sell | MICRON TECHNOLOGY INC COMstock | $454,781 | +6.2% | 6,685 | -1.5% | 0.06% | +7.3% |
New | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFetf | $445,404 | – | 14,637 | +100.0% | 0.06% | – | |
AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $447,109 | -13.2% | 3,611 | +0.1% | 0.06% | -12.1% |
PFIX | SIMPLIFY INTEREST RATE HEDGE ETFetf | $439,346 | +52.1% | 4,600 | 0.0% | 0.06% | +54.1% | |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $439,632 | -11.9% | 4,636 | -9.3% | 0.06% | -10.9% |
EXPD | EXPEDITORS INTL WASH INC COMstock | $427,570 | -5.4% | 3,730 | 0.0% | 0.06% | -3.4% | |
TSN | Sell | TYSON FOODS INC CL Astock | $431,690 | -19.8% | 8,550 | -19.0% | 0.06% | -18.8% |
ABC | CENCORA INC COMstock | $423,829 | -6.5% | 2,355 | 0.0% | 0.06% | -5.2% | |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $420,984 | +42.9% | 2,709 | +49.3% | 0.06% | +44.7% |
AEP | AMERICAN ELEC PWR CO INC COMstock | $424,542 | -10.7% | 5,644 | 0.0% | 0.06% | -9.8% | |
SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $423,814 | -1.7% | 13,667 | +3.1% | 0.06% | 0.0% |
Sell | SHELL PLC SPON ADSadr | $417,311 | +4.6% | 6,482 | -1.9% | 0.05% | +5.9% | |
FLT | Sell | FLEETCOR TECHNOLOGIES INC COMstock | $407,267 | -3.2% | 1,595 | -4.8% | 0.05% | -1.9% |
VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $404,284 | -3.7% | 5,321 | +0.1% | 0.05% | -1.9% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $404,497 | -2.8% | 9,252 | +2.7% | 0.05% | 0.0% |
SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $406,327 | -4.5% | 8,151 | -1.0% | 0.05% | -1.9% |
BLK | Sell | BLACKROCK INC COMstock | $395,005 | -10.1% | 611 | -3.9% | 0.05% | -7.1% |
CCAP | Sell | CRESCENT CAP BDC INC COMstock | $391,761 | +2.6% | 22,910 | -9.2% | 0.05% | +4.1% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $392,028 | +6.0% | 7,915 | +10.3% | 0.05% | +8.5% |
ENTG | Sell | ENTEGRIS INC COMstock | $391,699 | -17.4% | 4,171 | -2.6% | 0.05% | -16.4% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $389,666 | +1395.6% | 7,753 | +1450.6% | 0.05% | +1600.0% |
VPU | Buy | VANGUARD UTILITIES ETFetf | $385,298 | -2.3% | 3,021 | +8.9% | 0.05% | 0.0% |
DLTR | Sell | DOLLAR TREE INC COMstock | $378,323 | -32.2% | 3,554 | -8.5% | 0.05% | -31.0% |
MET | Sell | METLIFE INC COMstock | $378,564 | +5.2% | 6,018 | -5.5% | 0.05% | +6.5% |
MO | Sell | ALTRIA GROUP INC COMstock | $374,581 | -9.3% | 8,908 | -2.3% | 0.05% | -7.5% |
SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $373,170 | +92.2% | 10,113 | +102.3% | 0.05% | +96.0% |
DHI | Buy | D R HORTON INC COMstock | $357,531 | -11.7% | 3,327 | +0.0% | 0.05% | -9.6% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $359,164 | +0.4% | 4,967 | +4.4% | 0.05% | +2.2% |
ADI | ANALOG DEVICES INC COMstock | $356,308 | -10.1% | 2,035 | 0.0% | 0.05% | -7.8% | |
CNP | CENTERPOINT ENERGY INC COMstock | $358,448 | -7.9% | 13,350 | 0.0% | 0.05% | -6.0% | |
IWL | ISHARES RUSSELL TOP 200 ETFetf | $363,759 | -3.1% | 3,519 | 0.0% | 0.05% | -2.1% | |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $350,632 | -2.5% | 6,551 | +2.2% | 0.05% | 0.0% |
VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $351,287 | +10.8% | 3,308 | +15.3% | 0.05% | +12.2% |
AJG | Buy | GALLAGHER ARTHUR J & CO COMstock | $355,685 | +5.5% | 1,561 | +1.7% | 0.05% | +7.0% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $353,989 | +88.9% | 3,998 | +101.2% | 0.05% | +91.7% |
BX | BLACKSTONE INC COMstock | $342,312 | +15.2% | 3,195 | 0.0% | 0.04% | +18.4% | |
LYG | Sell | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $343,463 | -3.9% | 161,250 | -0.8% | 0.04% | -2.2% |
Buy | BROOKFIELD CORP CL A LTD VT SHstock | $341,406 | -3.8% | 10,918 | +3.6% | 0.04% | 0.0% | |
GDX | Sell | VANECK GOLD MINERS ETFetf | $334,357 | -17.5% | 12,425 | -7.7% | 0.04% | -15.4% |
VOT | Buy | VANGUARD MID-CAP GROWTH ETFetf | $335,978 | +2.3% | 1,725 | +8.1% | 0.04% | +4.8% |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $327,467 | -21.0% | 2,475 | 0.0% | 0.04% | -18.9% | |
SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LPstock | $326,154 | +12.4% | 6,663 | 0.0% | 0.04% | +16.2% | |
AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $328,250 | +70.2% | 1,996 | +100.6% | 0.04% | +72.0% |
CB | Sell | CHUBB LIMITED COMstock | $317,891 | +3.6% | 1,527 | -4.2% | 0.04% | +7.7% |
DSTL | New | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFetf | $319,801 | – | 7,164 | +100.0% | 0.04% | – |
Buy | ATLANTA BRAVES HLDGS INC COM SER Astock | $323,851 | -0.2% | 8,289 | +4.5% | 0.04% | +2.4% | |
BDX | Buy | BECTON DICKINSON & CO COMstock | $311,012 | -1.1% | 1,203 | +1.0% | 0.04% | +2.5% |
VONE | New | VANGUARD RUSSELL 1000 ETFetf | $303,670 | – | 1,560 | +100.0% | 0.04% | – |
WPM | WHEATON PRECIOUS METALS CORP COMstock | $304,125 | -6.2% | 7,500 | 0.0% | 0.04% | -2.4% | |
CARR | CARRIER GLOBAL CORPORATION COMstock | $301,116 | +11.0% | 5,455 | 0.0% | 0.04% | +11.4% | |
BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $295,433 | +8.1% | 1,650 | 0.0% | 0.04% | +11.4% | |
CTVA | Sell | CORTEVA INC COMstock | $286,700 | -11.3% | 5,604 | -0.6% | 0.04% | -9.8% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $281,113 | +24.8% | 3,110 | +12.0% | 0.04% | +27.6% |
SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $284,404 | -0.4% | 9,700 | 0.0% | 0.04% | +2.8% | |
VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $272,633 | -1.3% | 1,273 | +5.8% | 0.04% | +2.9% |
SLV | ISHARES SILVER TRUSTetf | $272,942 | -2.6% | 13,419 | 0.0% | 0.04% | 0.0% | |
TOWN | TOWNEBANK PORTSMOUTH VA COMstock | $275,160 | -1.3% | 12,000 | 0.0% | 0.04% | 0.0% | |
BIZD | Buy | VANECK BDC INCOME ETFetf | $275,879 | +4.6% | 17,210 | +0.2% | 0.04% | +5.9% |
KR | Sell | KROGER CO COMstock | $275,213 | -6.3% | 6,150 | -1.6% | 0.04% | -5.3% |
ZTS | ZOETIS INC CL Astock | $266,015 | +1.0% | 1,529 | 0.0% | 0.04% | +2.9% | |
Buy | DRAFTKINGS INC NEW COM CL Astock | $259,779 | +21.1% | 8,824 | +9.3% | 0.03% | +25.9% | |
PKI | Sell | REVVITY INC COMstock | $257,378 | -20.5% | 2,325 | -14.7% | 0.03% | -17.1% |
Sell | LIBERTY GLOBAL LTD COM CL Astock | $256,800 | +0.2% | 15,000 | -1.3% | 0.03% | +3.0% | |
EEMV | Sell | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $262,749 | -3.6% | 4,925 | -0.7% | 0.03% | -2.9% |
MOTI | Sell | VANECK MORNINGSTAR INTERNATIONAL MOAT ETFetf | $257,476 | -6.2% | 8,630 | -0.3% | 0.03% | -2.9% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $254,366 | -3.6% | 6,487 | +0.0% | 0.03% | -2.9% |
DOW | Sell | DOW INC COMstock | $256,439 | -3.8% | 4,974 | -0.7% | 0.03% | -2.9% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $256,265 | +620.6% | 5,420 | +622.7% | 0.03% | +560.0% |
VLO | Buy | VALERO ENERGY CORP COMstock | $243,458 | +36.7% | 1,718 | +13.2% | 0.03% | +39.1% |
IUSV | ISHARES CORE S&P US VALUE ETFetf | $244,679 | -4.7% | 3,279 | 0.0% | 0.03% | -3.0% | |
PSX | Sell | PHILLIPS 66 COMstock | $237,657 | +14.4% | 1,978 | -9.2% | 0.03% | +14.8% |
IYW | ISHARES U.S. TECHNOLOGY ETFetf | $236,490 | -3.6% | 2,254 | 0.0% | 0.03% | 0.0% | |
CTAS | Sell | CINTAS CORP COMstock | $234,071 | -60.3% | 487 | -58.9% | 0.03% | -58.7% |
SONY | SONY GROUP CORP SPONSORED ADRadr | $236,929 | -8.5% | 2,875 | 0.0% | 0.03% | -6.1% | |
OC | Sell | OWENS CORNING NEW COMstock | $228,487 | +1.5% | 1,675 | -2.9% | 0.03% | +3.4% |
OKE | Buy | ONEOK INC NEW COMstock | $233,422 | +656.4% | 3,680 | +636.0% | 0.03% | +650.0% |
BSCN | Sell | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $230,197 | -14.2% | 10,843 | -14.4% | 0.03% | -11.8% |
REGL | Buy | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $231,588 | +45.2% | 3,470 | +52.9% | 0.03% | +50.0% |
SPDR GOLD MINISHARES TRUSTetf | $218,530 | -3.8% | 5,961 | 0.0% | 0.03% | 0.0% | ||
ETN | Buy | EATON CORP PLC SHSstock | $224,157 | +7.2% | 1,051 | +1.1% | 0.03% | +7.4% |
GCOW | Buy | PACER GLOBAL CASH COWS DIVIDEND ETFetf | $225,479 | +15.2% | 6,929 | +17.3% | 0.03% | +16.0% |
MGK | VANGUARD MEGA CAP GROWTH ETFetf | $221,908 | -3.6% | 978 | 0.0% | 0.03% | 0.0% | |
CCK | CROWN HLDGS INC COMstock | $224,739 | +1.9% | 2,540 | 0.0% | 0.03% | +3.6% | |
WTRG | Buy | ESSENTIAL UTILS INC COMstock | $218,590 | -13.6% | 6,367 | +0.4% | 0.03% | -9.4% |
VNT | VONTIER CORPORATION COMstock | $218,759 | -4.0% | 7,075 | 0.0% | 0.03% | 0.0% | |
SYY | Buy | SYSCO CORP COMstock | $221,201 | -6.1% | 3,349 | +5.5% | 0.03% | -3.3% |
ALLY | Sell | ALLY FINL INC COMstock | $217,062 | -6.4% | 8,136 | -5.2% | 0.03% | -6.7% |
BRO | BROWN & BROWN INC COMstock | $215,107 | +1.5% | 3,080 | 0.0% | 0.03% | +3.7% | |
INCY | Buy | INCYTE CORP COMstock | $210,861 | +7.5% | 3,650 | +15.9% | 0.03% | +12.0% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $215,186 | +15.0% | 3,344 | +20.6% | 0.03% | +16.7% |
CSWI | CSW INDUSTRIALS INC COMstock | $213,793 | +5.4% | 1,220 | 0.0% | 0.03% | +7.7% | |
New | FORTREA HLDGS INC COMMON STOCKstock | $214,825 | – | 7,514 | +100.0% | 0.03% | – | |
DEO | DIAGEO PLC SPON ADR NEWadr | $207,957 | -14.0% | 1,394 | 0.0% | 0.03% | -12.9% | |
OTIS | OTIS WORLDWIDE CORP COMstock | $210,011 | -9.8% | 2,615 | 0.0% | 0.03% | -10.0% | |
DVA | Sell | DAVITA INC COMstock | $207,966 | -17.2% | 2,200 | -12.0% | 0.03% | -15.6% |
GNRC | Buy | GENERAC HLDGS INC COMstock | $206,479 | +53.0% | 1,895 | +109.4% | 0.03% | +58.8% |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $203,061 | -6.4% | 3,454 | 0.0% | 0.03% | -3.6% | |
CNC | Buy | CENTENE CORP DEL COMstock | $206,640 | +220.5% | 3,000 | +213.8% | 0.03% | +237.5% |
DVY | ISHARES SELECT DIVIDEND ETFetf | $197,552 | -5.0% | 1,835 | 0.0% | 0.03% | -3.7% | |
EBAY | Sell | EBAY INC. COMstock | $197,303 | -3.5% | 4,475 | -2.2% | 0.03% | 0.0% |
TAN | Sell | INVESCO SOLAR ETFetf | $195,507 | -28.4% | 3,775 | -1.3% | 0.03% | -25.7% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $192,654 | +14.2% | 1,151 | +0.2% | 0.02% | +13.6% |
TMHC | TAYLOR MORRISON HOME CORP COMstock | $191,745 | -12.6% | 4,500 | 0.0% | 0.02% | -10.7% | |
TRV | Sell | TRAVELERS COMPANIES INC COMstock | $191,889 | -19.6% | 1,175 | -14.5% | 0.02% | -16.7% |
CAH | Buy | CARDINAL HEALTH INC COMstock | $195,047 | -8.2% | 2,247 | +0.0% | 0.02% | -7.4% |
CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $190,876 | -3.0% | 3,055 | 0.0% | 0.02% | 0.0% | |
ED | CONSOLIDATED EDISON INC COMstock | $188,166 | -5.4% | 2,200 | 0.0% | 0.02% | 0.0% | |
DD | DUPONT DE NEMOURS INC COMstock | $188,862 | +4.4% | 2,532 | 0.0% | 0.02% | +8.7% | |
FAST | FASTENAL CO COMstock | $188,508 | -7.4% | 3,450 | 0.0% | 0.02% | -3.8% | |
HEI | Sell | HEICO CORP NEW COMstock | $194,154 | -10.0% | 1,199 | -1.6% | 0.02% | -10.7% |
CMI | Buy | CUMMINS INC COMstock | $186,721 | +2.9% | 817 | +10.4% | 0.02% | +4.3% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $182,937 | +41.0% | 426 | +46.4% | 0.02% | +41.2% |
BLD | Buy | TOPBUILD CORP COMstock | $172,346 | +33.6% | 685 | +41.2% | 0.02% | +43.8% |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $177,135 | -19.5% | 6,025 | 0.0% | 0.02% | -17.9% | |
SNV | Buy | SYNOVUS FINL CORP COM NEWstock | $178,671 | +5.6% | 6,427 | +14.9% | 0.02% | +4.5% |
MDU | MDU RES GROUP INC COMstock | $176,220 | -6.5% | 9,000 | 0.0% | 0.02% | -4.2% | |
IQV | IQVIA HLDGS INC COMstock | $177,075 | -12.5% | 900 | 0.0% | 0.02% | -11.5% | |
LRCX | LAM RESEARCH CORP COMstock | $173,615 | -2.5% | 277 | 0.0% | 0.02% | 0.0% | |
MLM | MARTIN MARIETTA MATLS INC COMstock | $176,917 | -11.1% | 431 | 0.0% | 0.02% | -8.0% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $178,043 | +3.4% | 10,250 | 0.0% | 0.02% | +4.5% | |
AKAM | AKAMAI TECHNOLOGIES INC COMstock | $165,137 | +18.5% | 1,550 | 0.0% | 0.02% | +22.2% | |
SNY | Buy | SANOFI SPONSORED ADRadr | $166,284 | +180.5% | 3,100 | +181.8% | 0.02% | +175.0% |
CMA | Buy | COMERICA INC COMstock | $166,200 | +30.8% | 4,000 | +33.3% | 0.02% | +37.5% |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $164,833 | -7.8% | 3,113 | 0.0% | 0.02% | -4.3% | |
SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $168,492 | -3.0% | 2,317 | 0.0% | 0.02% | 0.0% | |
Buy | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $166,972 | -16.0% | 2,454 | +0.3% | 0.02% | -12.0% | |
VMC | VULCAN MATLS CO COMstock | $171,919 | -10.4% | 851 | 0.0% | 0.02% | -12.0% | |
TIP | Sell | ISHARES TIPS BOND ETFetf | $158,069 | -63.0% | 1,524 | -61.7% | 0.02% | -61.8% |
F | Sell | FORD MTR CO DEL COMstock | $159,178 | -27.7% | 12,816 | -11.9% | 0.02% | -25.0% |
URI | Sell | UNITED RENTALS INC COMstock | $162,268 | -27.9% | 365 | -27.7% | 0.02% | -27.6% |
CACI | CACI INTL INC CL Astock | $163,244 | -7.9% | 520 | 0.0% | 0.02% | -8.7% | |
FNV | FRANCO NEV CORP COMstock | $160,188 | -6.4% | 1,200 | 0.0% | 0.02% | -4.5% | |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $161,940 | -23.2% | 2,000 | -23.1% | 0.02% | -22.2% |
PRU | PRUDENTIAL FINL INC COMstock | $157,802 | +7.6% | 1,663 | 0.0% | 0.02% | +10.5% | |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $160,085 | +3.0% | 1,181 | +7.0% | 0.02% | +5.0% |
YUM | YUM BRANDS INC COMstock | $154,551 | -9.8% | 1,237 | 0.0% | 0.02% | -9.1% | |
HBAN | Sell | HUNTINGTON BANCSHARES INC COMstock | $150,800 | -6.7% | 14,500 | -3.3% | 0.02% | -4.8% |
EMN | EASTMAN CHEM CO COMstock | $150,064 | -8.4% | 1,956 | 0.0% | 0.02% | -4.8% | |
RGLD | ROYAL GOLD INC COMstock | $151,520 | -7.4% | 1,425 | 0.0% | 0.02% | -4.8% | |
New | DIMENSIONAL INTERNATIONAL SMALL CAP ETFetf | $154,458 | – | 7,040 | +100.0% | 0.02% | – | |
EXPE | EXPEDIA GROUP INC COM NEWstock | $153,780 | -5.8% | 1,492 | 0.0% | 0.02% | -4.8% | |
WMB | Buy | WILLIAMS COS INC COMstock | $151,066 | +6.7% | 4,484 | +3.4% | 0.02% | +11.1% |
FRDM | Buy | FREEDOM 100 EMERGING MARKETS ETFetf | $146,267 | +7.6% | 5,167 | +19.2% | 0.02% | +11.8% |
TQQQ | Buy | PROSHARES ULTRAPRO QQQetf | $147,823 | +200.5% | 4,150 | +245.8% | 0.02% | +216.7% |
ENFR | Sell | ALERIAN ENERGY INFRASTRUCTURE ETFetf | $149,028 | -2.5% | 6,725 | -4.0% | 0.02% | -5.0% |
IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $141,374 | -4.0% | 5,566 | -0.4% | 0.02% | -5.3% |
HSY | HERSHEY CO COMstock | $137,655 | -19.9% | 688 | 0.0% | 0.02% | -18.2% | |
GPC | Buy | GENUINE PARTS CO COMstock | $135,038 | -14.5% | 935 | +0.2% | 0.02% | -10.0% |
MOO | VANECK AGRIBUSINESS ETFetf | $141,188 | -3.7% | 1,794 | 0.0% | 0.02% | -5.3% | |
TCBI | TEXAS CAP BANCSHARES INC COMstock | $138,415 | +14.4% | 2,350 | 0.0% | 0.02% | +20.0% | |
PH | PARKER-HANNIFIN CORP COMstock | $141,006 | -0.1% | 362 | 0.0% | 0.02% | 0.0% | |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $136,164 | -5.0% | 1,305 | 0.0% | 0.02% | 0.0% | |
FWRD | FORWARD AIR CORP COMstock | $137,136 | -35.2% | 1,995 | 0.0% | 0.02% | -33.3% | |
KRNT | Buy | KORNIT DIGITAL LTD SHSstock | $138,516 | -34.3% | 7,325 | +2.1% | 0.02% | -33.3% |
USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $135,133 | -2.6% | 1,867 | 0.0% | 0.02% | 0.0% | |
IXC | Sell | ISHARES GLOBAL ENERGY ETFetf | $139,180 | +8.3% | 3,373 | -2.3% | 0.02% | +12.5% |
ROP | Buy | ROPER TECHNOLOGIES INC COMstock | $138,020 | +17.2% | 285 | +16.3% | 0.02% | +20.0% |
RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $131,288 | -1.8% | 7,633 | +1.7% | 0.02% | 0.0% |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $126,516 | +72.1% | 1,950 | +56.0% | 0.02% | +88.9% |
C | Sell | CITIGROUP INC COM NEWstock | $130,986 | -23.8% | 3,185 | -14.7% | 0.02% | -22.7% |
HPQ | HP INC COMstock | $118,914 | -16.3% | 4,627 | 0.0% | 0.02% | -11.1% | |
PGR | PROGRESSIVE CORP COMstock | $126,067 | +5.2% | 905 | 0.0% | 0.02% | +6.7% | |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $123,011 | +247.5% | 696 | +268.3% | 0.02% | +220.0% |
ARCC | Sell | ARES CAPITAL CORP COMcef | $119,955 | +2.0% | 6,161 | -1.6% | 0.02% | +6.7% |
JACOBS SOLUTIONS INC COMstock | $124,898 | +14.8% | 915 | 0.0% | 0.02% | +14.3% | ||
SECT | MAIN SECTOR ROTATION ETFetf | $122,777 | -2.3% | 2,917 | 0.0% | 0.02% | 0.0% | |
EOG | Sell | EOG RES INC COMstock | $118,793 | -66.5% | 937 | -69.7% | 0.02% | -64.4% |
FDVV | Buy | FIDELITY HIGH DIVIDEND ETFetf | $116,546 | +546.8% | 3,020 | +566.7% | 0.02% | +650.0% |
FSS | Sell | FEDERAL SIGNAL CORP COMstock | $113,905 | -38.8% | 1,907 | -34.4% | 0.02% | -37.5% |
XYL | XYLEM INC COMstock | $112,604 | -19.2% | 1,237 | 0.0% | 0.02% | -16.7% | |
FE | Buy | FIRSTENERGY CORP COMstock | $112,794 | +0.0% | 3,300 | +13.8% | 0.02% | +7.1% |
AXON | AXON ENTERPRISE INC COMstock | $109,445 | +2.0% | 550 | 0.0% | 0.01% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $105,901 | -7.2% | 389 | 0.0% | 0.01% | -6.7% | |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $110,012 | -21.6% | 10,130 | -9.5% | 0.01% | -22.2% | |
HON | HONEYWELL INTL INC COMstock | $108,812 | -11.0% | 589 | 0.0% | 0.01% | -12.5% | |
KNIFE RIVER CORP COMMON STOCKstock | $109,868 | +12.3% | 2,250 | 0.0% | 0.01% | +7.7% | ||
SBAC | Buy | SBA COMMUNICATIONS CORP NEW CL Areit | $104,088 | +2145.7% | 520 | +2500.0% | 0.01% | +1300.0% |
SMDV | Buy | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFetf | $107,610 | -4.2% | 1,902 | +0.2% | 0.01% | 0.0% |
USB | US BANCORP DEL COM NEWstock | $105,792 | +0.1% | 3,200 | 0.0% | 0.01% | 0.0% | |
MTRN | MATERION CORP COMstock | $107,006 | -10.8% | 1,050 | 0.0% | 0.01% | -6.7% | |
DAR | Sell | DARLING INGREDIENTS INC COMstock | $109,620 | -20.1% | 2,100 | -2.3% | 0.01% | -22.2% |
MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $109,270 | -12.9% | 1,400 | 0.0% | 0.01% | -12.5% | |
SCHO | SCHWAB SHORT-TERM US TREASURY ETFetf | $103,682 | -0.4% | 2,165 | 0.0% | 0.01% | +7.7% | |
NWSA | NEWS CORP NEW CL Astock | $110,972 | +2.9% | 5,532 | 0.0% | 0.01% | 0.0% | |
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock | $99,953 | +2.2% | 2,998 | 0.0% | 0.01% | +8.3% | ||
BWA | BORGWARNER INC COMstock | $96,888 | -17.5% | 2,400 | 0.0% | 0.01% | -13.3% | |
AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $102,431 | -5.6% | 3,375 | 0.0% | 0.01% | -7.1% | |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $101,642 | +91.7% | 303 | +96.8% | 0.01% | +85.7% |
ODFL | Buy | OLD DOMINION FREIGHT LINE INC COMstock | $98,856 | +212.2% | 242 | +181.4% | 0.01% | +225.0% |
MELI | MERCADOLIBRE INC COMstock | $95,091 | +7.0% | 75 | 0.0% | 0.01% | +9.1% | |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $94,073 | -7.2% | 1,977 | -3.9% | 0.01% | -7.7% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $89,866 | +7.7% | 1,306 | +16.1% | 0.01% | +9.1% |
BSCR | Buy | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $94,256 | +26.0% | 5,031 | +28.0% | 0.01% | +20.0% |
CCJ | Buy | CAMECO CORP COMstock | $95,374 | +52.2% | 2,406 | +20.3% | 0.01% | +50.0% |
SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $93,458 | -67.2% | 846 | -67.2% | 0.01% | -66.7% |
SDY | Buy | SPDR S&P DIVIDEND ETFetf | $81,197 | +562.4% | 706 | +606.0% | 0.01% | +450.0% |
SAN | BANCO SANTANDER S.A. ADRadr | $86,480 | +1.3% | 23,000 | 0.0% | 0.01% | 0.0% | |
GIS | Buy | GENERAL MLS INC COMstock | $80,644 | +8.3% | 1,260 | +29.8% | 0.01% | +10.0% |
KDP | Buy | KEURIG DR PEPPER INC COMstock | $84,260 | +130.5% | 2,669 | +128.3% | 0.01% | +120.0% |
DVN | Buy | DEVON ENERGY CORP NEW COMstock | $83,932 | +19.1% | 1,760 | +20.7% | 0.01% | +22.2% |
SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC COMstock | $85,272 | -17.1% | 1,623 | -4.4% | 0.01% | -15.4% |
IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $83,589 | -0.0% | 3,430 | 0.0% | 0.01% | 0.0% | |
MTD | METTLER TOLEDO INTERNATIONAL COMstock | $83,105 | -15.5% | 75 | 0.0% | 0.01% | -15.4% | |
FRST | PRIMIS FINANCIAL CORP COMstock | $81,500 | -3.2% | 10,000 | 0.0% | 0.01% | 0.0% | |
FNB | F N B CORP COMstock | $86,320 | -5.7% | 8,000 | 0.0% | 0.01% | -8.3% | |
CBRE | Sell | CBRE GROUP INC CL Astock | $82,723 | -33.4% | 1,120 | -27.3% | 0.01% | -31.2% |
IBDP | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $82,450 | +0.4% | 3,334 | 0.0% | 0.01% | +10.0% | |
NDAQ | NASDAQ INC COMstock | $72,885 | -2.5% | 1,500 | 0.0% | 0.01% | 0.0% | |
VOX | Buy | VANGUARD COMMUNICATION SERVICES ETFetf | $77,104 | +3.3% | 733 | +4.4% | 0.01% | 0.0% |
BP | Buy | BP PLC SPONSORED ADRadr | $75,996 | +9.8% | 1,963 | +0.1% | 0.01% | +11.1% |
COWZ | Buy | PACER US CASH COWS 100 ETFetf | $73,256 | +3.7% | 1,482 | +0.5% | 0.01% | +11.1% |
VMW | VMWARE INC CL A COMstock | $72,918 | +15.9% | 438 | 0.0% | 0.01% | +25.0% | |
USFD | US FOODS HLDG CORP COMstock | $76,423 | -9.8% | 1,925 | 0.0% | 0.01% | -9.1% | |
MSCI | Sell | MSCI INC COMstock | $72,857 | -85.7% | 142 | -86.9% | 0.01% | -84.6% |
A | AGILENT TECHNOLOGIES INC COMstock | $74,360 | -7.0% | 665 | 0.0% | 0.01% | 0.0% | |
WTM | WHITE MTNS INS GROUP LTD COMstock | $74,785 | +7.7% | 50 | 0.0% | 0.01% | +11.1% | |
DFAC | New | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $78,600 | – | 3,000 | +100.0% | 0.01% | – |
PGF | INVESCO FINANCIAL PREFERRED ETFetf | $80,297 | -2.0% | 5,711 | 0.0% | 0.01% | 0.0% | |
WMS | Buy | ADVANCED DRAIN SYS INC DEL COMstock | $74,559 | +17.0% | 655 | +17.0% | 0.01% | +25.0% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $73,368 | +41.0% | 1,245 | +56.6% | 0.01% | +42.9% |
EFV | ISHARES MSCI EAFE VALUE ETFetf | $77,603 | -0.0% | 1,586 | 0.0% | 0.01% | 0.0% | |
KBR | KBR INC COMstock | $73,675 | -9.4% | 1,250 | 0.0% | 0.01% | 0.0% | |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $76,883 | +18.7% | 1,319 | +0.1% | 0.01% | +25.0% |
IWR | ISHARES RUSSELL MIDCAP ETFetf | $78,737 | -5.2% | 1,137 | 0.0% | 0.01% | -9.1% | |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $68,386 | +74.4% | 1,000 | +79.5% | 0.01% | +80.0% |
SPOT | Buy | SPOTIFY TECHNOLOGY S A SHSstock | $72,526 | -2.0% | 469 | +1.7% | 0.01% | 0.0% |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $70,035 | -3.0% | 544 | 0.0% | 0.01% | 0.0% | |
IDXX | Buy | IDEXX LABS INC COMstock | $71,712 | -0.8% | 164 | +13.9% | 0.01% | 0.0% |
PNR | PENTAIR PLC SHSstock | $71,873 | +0.2% | 1,110 | 0.0% | 0.01% | 0.0% | |
XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $71,636 | +7.3% | 445 | +13.2% | 0.01% | 0.0% |
PDP | INVESCO DORSEY WRIGHT MOMENTUM ETFetf | $65,826 | -5.0% | 855 | 0.0% | 0.01% | 0.0% | |
JPS | Sell | NUVEEN PFD & INCOME SECS FD COMcef | $65,362 | -18.6% | 10,593 | -15.8% | 0.01% | -10.0% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $69,427 | -4.7% | 736 | +0.7% | 0.01% | 0.0% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $65,770 | -30.9% | 455 | -6.2% | 0.01% | -25.0% |
NSIT | INSIGHT ENTERPRISES INC COMstock | $72,750 | -0.6% | 500 | 0.0% | 0.01% | 0.0% | |
UBSI | UNITED BANKSHARES INC WEST VA COMstock | $70,134 | -7.0% | 2,542 | 0.0% | 0.01% | -10.0% | |
PDCO | PATTERSON COS INC COMstock | $57,798 | -10.9% | 1,950 | 0.0% | 0.01% | 0.0% | |
IP | INTERNATIONAL PAPER CO COMstock | $61,647 | +11.5% | 1,738 | 0.0% | 0.01% | +14.3% | |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $58,904 | -1.9% | 800 | 0.0% | 0.01% | 0.0% | |
IWB | ISHARES RUSSELL 1000 ETFetf | $58,023 | -3.6% | 247 | 0.0% | 0.01% | 0.0% | |
FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $60,580 | -4.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
ETX | EATON VANCE MUN INCOME 2028 TE SHScef | $59,360 | -3.5% | 3,500 | 0.0% | 0.01% | 0.0% | |
LNC | LINCOLN NATL CORP IND COMstock | $61,602 | -4.2% | 2,495 | 0.0% | 0.01% | 0.0% | |
TECL | New | DIREXION DAILY TECHNOLOGY BULL 3X SHARESetf | $61,619 | – | 1,430 | +100.0% | 0.01% | – |
CCI | Sell | CROWN CASTLE INC COMreit | $57,979 | -30.3% | 630 | -13.7% | 0.01% | -27.3% |
COF | CAPITAL ONE FINL CORP COMstock | $61,627 | -11.3% | 635 | 0.0% | 0.01% | -11.1% | |
OR | OSISKO GOLD ROYALTIES LTD COMstock | $59,338 | -23.6% | 5,050 | 0.0% | 0.01% | -20.0% | |
MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $61,186 | -11.6% | 5,981 | 0.0% | 0.01% | -11.1% | |
SMCI | SUPER MICRO COMPUTER INC COMstock | $59,780 | +10.0% | 218 | 0.0% | 0.01% | +14.3% | |
VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $59,411 | -3.1% | 1,526 | 0.0% | 0.01% | 0.0% | |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $63,160 | -5.5% | 623 | 0.0% | 0.01% | -11.1% | |
TT | TRANE TECHNOLOGIES PLC SHSstock | $63,714 | +6.1% | 314 | 0.0% | 0.01% | 0.0% | |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $50,959 | +3.7% | 542 | +8.0% | 0.01% | +16.7% |
HII | HUNTINGTON INGALLS INDS INC COMstock | $56,260 | -10.1% | 275 | 0.0% | 0.01% | -12.5% | |
IYY | ISHARES DOW JONES U.S. ETFetf | $53,703 | -3.6% | 514 | 0.0% | 0.01% | 0.0% | |
SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $52,605 | -5.4% | 1,500 | 0.0% | 0.01% | 0.0% | |
O | Buy | REALTY INCOME CORP COMreit | $57,159 | -16.2% | 1,145 | +0.4% | 0.01% | -22.2% |
YUMC | YUM CHINA HLDGS INC COMstock | $52,600 | -1.4% | 944 | 0.0% | 0.01% | 0.0% | |
BHP | BHP GROUP LTD SPONSORED ADSadr | $56,880 | -4.7% | 1,000 | 0.0% | 0.01% | -12.5% | |
UEC | Buy | URANIUM ENERGY CORP COMstock | $56,650 | +1566.2% | 11,000 | +1000.0% | 0.01% | – |
MRVL | MARVELL TECHNOLOGY INC COMstock | $49,908 | -9.5% | 922 | 0.0% | 0.01% | 0.0% | |
BSJO | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $53,961 | +0.0% | 2,400 | 0.0% | 0.01% | 0.0% | |
TKR | TIMKEN CO COMstock | $53,060 | -19.7% | 722 | 0.0% | 0.01% | -12.5% | |
IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $54,279 | -4.9% | 538 | 0.0% | 0.01% | 0.0% | |
BJ | Buy | BJS WHSL CLUB HLDGS INC COMstock | $51,030 | +153.1% | 715 | +123.4% | 0.01% | +133.3% |
HLI | HOULIHAN LOKEY INC CL Astock | $48,204 | +9.0% | 450 | 0.0% | 0.01% | 0.0% | |
BEN | FRANKLIN RESOURCES INC COMstock | $49,160 | -8.0% | 2,000 | 0.0% | 0.01% | -14.3% | |
MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $45,664 | -4.7% | 100 | 0.0% | 0.01% | 0.0% | |
WEC | WEC ENERGY GROUP INC COMstock | $46,558 | -8.7% | 578 | 0.0% | 0.01% | -14.3% | |
JXI | Buy | ISHARES GLOBAL UTILITIES ETFetf | $44,272 | -7.4% | 820 | +2.5% | 0.01% | 0.0% |
BLDR | Sell | BUILDERS FIRSTSOURCE INC COMstock | $46,684 | -18.1% | 375 | -10.5% | 0.01% | -14.3% |
CME | CME GROUP INC COMstock | $49,655 | +8.1% | 248 | 0.0% | 0.01% | 0.0% | |
CC | Buy | CHEMOURS CO COMstock | $49,389 | -23.9% | 1,761 | +0.1% | 0.01% | -25.0% |
AWR | Buy | AMER STATES WTR CO COMstock | $46,554 | -9.1% | 592 | +0.5% | 0.01% | -14.3% |
KHC | Buy | KRAFT HEINZ CO COMstock | $43,043 | -5.1% | 1,280 | +0.2% | 0.01% | 0.0% |
GPI | GROUP 1 AUTOMOTIVE INC COMstock | $47,024 | +4.1% | 175 | 0.0% | 0.01% | 0.0% | |
SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $46,440 | -4.5% | 1,440 | 0.0% | 0.01% | 0.0% | |
SAND | SANDSTORM GOLD LTD COM NEWstock | $48,977 | -9.0% | 10,510 | 0.0% | 0.01% | -14.3% | |
SCHY | Buy | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETFetf | $49,036 | +15.5% | 2,132 | +20.2% | 0.01% | +20.0% |
TDS | TELEPHONE & DATA SYS INC COM NEWstock | $45,775 | +122.5% | 2,500 | 0.0% | 0.01% | +100.0% | |
VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $47,400 | -16.4% | 5,000 | -16.7% | 0.01% | -14.3% |
ACWI | ISHARES MSCI ACWI ETFetf | $42,675 | -3.7% | 462 | 0.0% | 0.01% | 0.0% | |
EQIX | EQUINIX INC COMreit | $44,302 | -7.4% | 61 | 0.0% | 0.01% | 0.0% | |
TTD | Sell | THE TRADE DESK INC COM CL Astock | $46,109 | -9.5% | 590 | -10.6% | 0.01% | -14.3% |
XRAY | DENTSPLY SIRONA INC COMstock | $44,886 | -14.6% | 1,314 | 0.0% | 0.01% | -14.3% | |
SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $48,950 | -1.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
FUL | FULLER H B CO COMstock | $44,597 | -4.1% | 650 | 0.0% | 0.01% | 0.0% | |
FRA | Sell | BLACKROCK FLOATING RATE INCOME COMcef | $49,075 | -37.0% | 3,889 | -39.1% | 0.01% | -40.0% |
DDOG | DATADOG INC CL A COMstock | $46,456 | -7.4% | 510 | 0.0% | 0.01% | 0.0% | |
FFIV | Sell | F5 INC COMstock | $46,408 | -6.1% | 288 | -14.8% | 0.01% | 0.0% |
New | URANIUM RTY CORP COMstock | $43,050 | – | 15,000 | +100.0% | 0.01% | – | |
NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $41,240 | -11.9% | 4,000 | 0.0% | 0.01% | -16.7% | |
HLT | Sell | HILTON WORLDWIDE HLDGS INC COMstock | $36,944 | -0.9% | 246 | -3.9% | 0.01% | 0.0% |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $34,715 | -9.1% | 610 | 0.0% | 0.01% | 0.0% | |
AFT | APOLLO SR FLOATING RATE FD INC COMcef | $36,288 | +4.1% | 2,700 | 0.0% | 0.01% | +25.0% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,044 | -5.0% | 514 | 0.0% | 0.01% | 0.0% | |
PACW | PACWEST BANCORP DEL COMstock | $39,550 | -2.9% | 5,000 | 0.0% | 0.01% | 0.0% | |
ABR | Buy | ARBOR REALTY TRUST INC COMreit | $35,260 | +3.6% | 2,323 | +1.1% | 0.01% | +25.0% |
VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $39,435 | -18.9% | 3,057 | 0.0% | 0.01% | -16.7% | |
TGTX | New | TG THERAPEUTICS INC COMstock | $39,292 | – | 4,700 | +100.0% | 0.01% | – |
IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $41,246 | +276.6% | 168 | +290.7% | 0.01% | +400.0% |
AVY | Sell | AVERY DENNISON CORP COMstock | $38,361 | -5.0% | 210 | -10.6% | 0.01% | 0.0% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $36,065 | +149.9% | 220 | +165.1% | 0.01% | +150.0% |
ELS | EQUITY LIFESTYLE PPTYS INC COMreit | $40,714 | -4.7% | 639 | 0.0% | 0.01% | 0.0% | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $41,024 | -4.1% | 1,081 | 0.0% | 0.01% | 0.0% | |
TUR | ISHARES MSCI TURKEY ETFetf | $36,516 | +36.5% | 947 | 0.0% | 0.01% | +66.7% | |
WSM | WILLIAMS SONOMA INC COMstock | $41,181 | +24.2% | 265 | 0.0% | 0.01% | +25.0% | |
WCC | Buy | WESCO INTL INC COMstock | $39,551 | +120.9% | 275 | +175.0% | 0.01% | +150.0% |
LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $37,033 | -5.7% | 363 | 0.0% | 0.01% | 0.0% | |
SHOP | SHOPIFY INC CL Astock | $35,907 | -15.5% | 658 | 0.0% | 0.01% | 0.0% | |
CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $41,705 | +38.9% | 178 | +39.1% | 0.01% | +25.0% |
MRO | Buy | MARATHON OIL CORP COMstock | $41,251 | +16.3% | 1,542 | +0.1% | 0.01% | 0.0% |
ULTA | Buy | ULTA BEAUTY INC COMstock | $39,945 | +112.2% | 100 | +150.0% | 0.01% | +150.0% |
CANADIAN PACIFIC KANSAS CITY COMstock | $37,205 | -7.9% | 500 | 0.0% | 0.01% | 0.0% | ||
SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $35,255 | -2.1% | 1,121 | 0.0% | 0.01% | 0.0% | |
SPG | SIMON PPTY GROUP INC NEW COMreit | $35,110 | -6.5% | 325 | 0.0% | 0.01% | 0.0% | |
ALNY | ALNYLAM PHARMACEUTICALS INC COMstock | $35,420 | -6.8% | 200 | 0.0% | 0.01% | 0.0% | |
EDIV | SPDR S&P EMERGING MARKETS DIVIDEND ETFetf | $40,198 | +4.7% | 1,350 | 0.0% | 0.01% | 0.0% | |
KLAC | KLA CORP COM NEWstock | $39,903 | -5.4% | 87 | 0.0% | 0.01% | 0.0% | |
IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $39,402 | +14.8% | 404 | 0.0% | 0.01% | +25.0% | |
IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $41,054 | -5.1% | 325 | 0.0% | 0.01% | -16.7% | |
BCAT | BLACKROCK CAP ALLOCATION TERM COMcef | $36,225 | -5.0% | 2,500 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $34,696 | +4.1% | 400 | 0.0% | 0.01% | +25.0% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $40,858 | -0.6% | 100 | 0.0% | 0.01% | 0.0% | |
ADSK | Buy | AUTODESK INC COMstock | $34,554 | +152.1% | 167 | +149.3% | 0.01% | +150.0% |
IUS | New | INVESCO RAFI STRATEGIC US ETFetf | $37,440 | – | 940 | +100.0% | 0.01% | – |
PKG | PACKAGING CORP AMER COMstock | $34,549 | +16.2% | 225 | 0.0% | 0.01% | +25.0% | |
MAR | MARRIOTT INTL INC NEW CL Astock | $26,970 | +7.0% | 137 | 0.0% | 0.00% | +33.3% | |
STRIVE U.S. ENERGY ETFetf | $33,088 | +9.9% | 1,100 | 0.0% | 0.00% | 0.0% | ||
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $30,464 | -12.0% | 353 | -2.8% | 0.00% | 0.0% |
HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $33,640 | +11.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
EXP | New | EAGLE MATLS INC COMstock | $33,304 | – | 200 | +100.0% | 0.00% | – |
ITB | ISHARES U.S. HOME CONSTRUCTION ETFetf | $33,201 | -8.1% | 423 | 0.0% | 0.00% | -20.0% | |
VTRS | Buy | VIATRIS INC COMstock | $32,767 | +2.3% | 3,323 | +3.6% | 0.00% | 0.0% |
LSCC | New | LATTICE SEMICONDUCTOR CORP COMstock | $28,787 | – | 335 | +100.0% | 0.00% | – |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $28,530 | -6.7% | 500 | 0.0% | 0.00% | 0.0% | |
FIVG | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $32,506 | -7.1% | 1,040 | 0.0% | 0.00% | 0.0% | |
LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $28,835 | -16.4% | 510 | 0.0% | 0.00% | 0.0% | ||
DFS | DISCOVER FINL SVCS COMstock | $32,140 | -25.9% | 371 | 0.0% | 0.00% | -33.3% | |
LOB | Sell | LIVE OAK BANCSHARES INC COMstock | $30,398 | +5.0% | 1,050 | -4.5% | 0.00% | 0.0% |
New | DIREXION DAILY REGIONAL BANKS BULL 3X SHARESetf | $27,115 | – | 500 | +100.0% | 0.00% | – | |
SOXL | New | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARESetf | $32,079 | – | 1,700 | +100.0% | 0.00% | – |
AN | AUTONATION INC COMstock | $27,858 | -8.0% | 184 | 0.0% | 0.00% | 0.0% | |
MAC | MACERICH CO COMreit | $28,039 | -3.2% | 2,570 | 0.0% | 0.00% | 0.0% | |
DNN | New | DENISON MINES CORP COMstock | $33,000 | – | 20,000 | +100.0% | 0.00% | – |
MMS | MAXIMUS INC COMstock | $28,752 | -11.6% | 385 | 0.0% | 0.00% | 0.0% | |
MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $32,288 | -55.2% | 427 | -48.4% | 0.00% | -55.6% |
DB | DEUTSCHE BANK A G NAMEN AKTstock | $32,970 | +4.4% | 3,000 | 0.0% | 0.00% | 0.0% | |
UBS | Sell | UBS GROUP AG SHSstock | $29,580 | -6.2% | 1,200 | -22.8% | 0.00% | 0.0% |
FXH | New | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $31,091 | – | 320 | +100.0% | 0.00% | – |
CLF | Buy | CLEVELAND-CLIFFS INC NEW COMstock | $29,697 | +343.0% | 1,900 | +375.0% | 0.00% | +300.0% |
BUR | BURFORD CAP LTD ORD SHSstock | $28,000 | +14.9% | 2,000 | 0.0% | 0.00% | +33.3% | |
FTXN | FIRST TRUST NASDAQ OIL & GAS ETFetf | $33,194 | +14.1% | 1,105 | 0.0% | 0.00% | 0.0% | |
GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUNDetf | $29,354 | -7.8% | 600 | 0.0% | 0.00% | 0.0% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $30,164 | -26.3% | 1,738 | -11.6% | 0.00% | -20.0% |
HRL | Sell | HORMEL FOODS CORP COMstock | $27,762 | -25.8% | 730 | -21.5% | 0.00% | -20.0% |
AEM | AGNICO EAGLE MINES LTD COMstock | $31,815 | -9.1% | 700 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP COMstock | $30,628 | -11.0% | 1,300 | 0.0% | 0.00% | 0.0% | |
BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTcef | $28,875 | -8.9% | 1,750 | 0.0% | 0.00% | 0.0% | |
WRK | Sell | WESTROCK CO COMstock | $32,755 | -44.1% | 915 | -54.6% | 0.00% | -42.9% |
RWJ | Buy | INVESCO S&P SMALLCAP 600 REVENUE ETFetf | $28,298 | -3.7% | 777 | +200.0% | 0.00% | 0.0% |
MYI | BLACKROCK MUNIYIELD QUALITY FD COMcef | $31,276 | -12.7% | 3,275 | 0.0% | 0.00% | -20.0% | |
GSLC | New | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $29,228 | – | 347 | +100.0% | 0.00% | – |
CRMT | AMERICAS CAR-MART INC COMstock | $30,300 | -8.8% | 333 | 0.0% | 0.00% | 0.0% | |
New | SPROTT URANIUM MINERS ETFetf | $34,198 | – | 725 | +100.0% | 0.00% | – | |
BHK | BLACKROCK CORE BD TR SHS BEN INTcef | $31,808 | -6.6% | 3,200 | 0.0% | 0.00% | 0.0% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $27,927 | -67.3% | 505 | -66.4% | 0.00% | -63.6% |
SFST | SOUTHERN FIRST BANCSHARES COMstock | $26,940 | +8.8% | 1,000 | 0.0% | 0.00% | +33.3% | |
SPEM | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $26,856 | -2.4% | 800 | 0.0% | 0.00% | 0.0% | |
INFY | INFOSYS LTD SPONSORED ADRadr | $32,509 | +6.5% | 1,900 | 0.0% | 0.00% | 0.0% | |
MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $29,454 | -3.5% | 426 | 0.0% | 0.00% | 0.0% | |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $30,384 | -3.7% | 2,100 | +0.5% | 0.00% | 0.0% |
JKHY | HENRY JACK & ASSOC INC COMstock | $32,495 | -9.7% | 215 | 0.0% | 0.00% | -20.0% | |
EXR | Sell | EXTRA SPACE STORAGE INC COMreit | $31,003 | -25.6% | 255 | -8.9% | 0.00% | -20.0% |
ATKR | Buy | ATKORE INC COMstock | $29,838 | +91.3% | 200 | +100.0% | 0.00% | +100.0% |
SQ | BLOCK INC CL Astock | $22,174 | -33.5% | 501 | 0.0% | 0.00% | -25.0% | |
PXD | New | PIONEER NAT RES CO COMstock | $22,955 | – | 100 | +100.0% | 0.00% | – |
VOE | VANGUARD MID-CAP VALUE ETFetf | $19,644 | -5.4% | 150 | 0.0% | 0.00% | 0.0% | |
VV | VANGUARD LARGE-CAP ETFetf | $19,569 | -3.5% | 100 | 0.0% | 0.00% | 0.0% | |
MSM | Sell | MSC INDL DIRECT INC CL Astock | $19,630 | -25.1% | 200 | -27.3% | 0.00% | 0.0% |
RY | ROYAL BK CDA COMstock | $22,035 | -8.5% | 252 | 0.0% | 0.00% | 0.0% | |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $24,470 | -6.3% | 270 | 0.0% | 0.00% | 0.0% | ||
IQLT | Buy | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $21,006 | +96.7% | 625 | +108.3% | 0.00% | +200.0% |
PNC | PNC FINL SVCS GROUP INC COMstock | $19,275 | -2.5% | 157 | 0.0% | 0.00% | 0.0% | |
IHAK | Sell | ISHARES CYBERSECURITY & TECH ETFetf | $21,681 | -20.5% | 563 | -21.9% | 0.00% | 0.0% |
FPF | FIRST TR INTER DURATN PFD & IN COMcef | $20,488 | -3.9% | 1,375 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD INC COMcef | $21,192 | -9.2% | 2,226 | 0.0% | 0.00% | 0.0% | |
SMAR | SMARTSHEET INC COM CL Astock | $20,230 | +5.8% | 500 | 0.0% | 0.00% | +50.0% | |
ORCC | BLUE OWL CAPITAL CORPORATION COMcef | $20,775 | +3.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
PAYC | New | PAYCOM SOFTWARE INC COMstock | $20,742 | – | 80 | +100.0% | 0.00% | – |
WELL | WELLTOWER INC COMreit | $20,480 | +1.3% | 250 | 0.0% | 0.00% | 0.0% | |
CEIX | Buy | CONSOL ENERGY INC NEW COMstock | $24,759 | +108.6% | 236 | +34.9% | 0.00% | +50.0% |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $26,140 | -5.4% | 386 | 0.0% | 0.00% | -25.0% | |
PENN | Sell | PENN ENTERTAINMENT INC COMstock | $26,393 | -37.2% | 1,150 | -34.3% | 0.00% | -40.0% |
DECK | DECKERS OUTDOOR CORP COMstock | $25,705 | -2.6% | 50 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $23,702 | +27.3% | 344 | 0.0% | 0.00% | +50.0% | |
USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $21,535 | -4.0% | 448 | 0.0% | 0.00% | 0.0% | |
New | DIMENSIONAL US REAL ESTATE ETFetf | $19,520 | – | 1,000 | +100.0% | 0.00% | – | |
XLB | MATERIALS SELECT SECTOR SPDR FUNDetf | $24,743 | -5.2% | 315 | 0.0% | 0.00% | 0.0% | |
IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $26,148 | -3.1% | 400 | 0.0% | 0.00% | 0.0% | |
GSBD | GOLDMAN SACHS BDC INC SHScef | $21,840 | +5.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
CALF | PACER US SMALL CAP CASH COWS 100 ETFetf | $20,850 | +2.5% | 500 | 0.0% | 0.00% | 0.0% | |
IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $21,499 | -1.3% | 63 | 0.0% | 0.00% | 0.0% | |
ETG | Buy | EATON VANCE TX ADV GLBL DIV FD COMcef | $25,885 | +55.0% | 1,683 | +68.3% | 0.00% | +50.0% |
MFC | Sell | MANULIFE FINL CORP COMstock | $21,936 | -19.3% | 1,200 | -16.5% | 0.00% | 0.0% |
TJX | Sell | TJX COS INC NEW COMstock | $21,331 | -96.3% | 240 | -96.5% | 0.00% | -95.9% |
KNSL | KINSALE CAP GROUP INC COMstock | $20,707 | +10.7% | 50 | 0.0% | 0.00% | +50.0% | |
VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $24,517 | -2.6% | 429 | 0.0% | 0.00% | 0.0% | |
IGM | ISHARES EXPANDED TECH SECTOR ETFetf | $24,460 | -2.7% | 64 | 0.0% | 0.00% | 0.0% | |
NFG | NATIONAL FUEL GAS CO COMstock | $20,764 | +1.1% | 400 | 0.0% | 0.00% | 0.0% | |
BBH | Sell | VANECK BIOTECH ETFetf | $24,917 | -3.2% | 160 | -3.0% | 0.00% | 0.0% |
BB | BLACKBERRY LTD COMstock | $23,550 | -14.8% | 5,000 | 0.0% | 0.00% | -25.0% | |
RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $21,203 | -5.0% | 570 | 0.0% | 0.00% | 0.0% | |
FNX | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $25,143 | -4.4% | 273 | 0.0% | 0.00% | 0.0% | |
EWW | ISHARES MSCI MEXICO ETFetf | $26,029 | -6.4% | 447 | 0.0% | 0.00% | -25.0% | |
GILD | GILEAD SCIENCES INC COMstock | $22,482 | -2.8% | 300 | 0.0% | 0.00% | 0.0% | |
GOLD | Sell | BARRICK GOLD CORP COMstock | $23,513 | -50.7% | 1,616 | -42.6% | 0.00% | -50.0% |
AGI | Buy | ALAMOS GOLD INC NEW COM CL Astock | $22,580 | +89.4% | 2,000 | +100.0% | 0.00% | +50.0% |
KRP | New | KIMBELL RTY PARTNERS LP UNITstock | $24,000 | – | 1,500 | +100.0% | 0.00% | – |
SRCL | STERICYCLE INC COMstock | $19,941 | -3.7% | 446 | 0.0% | 0.00% | 0.0% | |
SILV | New | SILVERCREST METALS INC COMstock | $13,230 | – | 3,000 | +100.0% | 0.00% | – |
EQT | EQT CORP COMstock | $12,174 | -1.3% | 300 | 0.0% | 0.00% | 0.0% | |
ISVL | ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETFetf | $18,432 | -2.9% | 600 | 0.0% | 0.00% | 0.0% | |
WH | WYNDHAM HOTELS & RESORTS INC COMstock | $18,915 | +1.4% | 272 | 0.0% | 0.00% | 0.0% | |
SCI | SERVICE CORP INTL COMstock | $17,142 | -11.5% | 300 | 0.0% | 0.00% | 0.0% | |
ES | EVERSOURCE ENERGY COMstock | $14,305 | -18.0% | 246 | 0.0% | 0.00% | 0.0% | |
NEP | Sell | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $15,474 | -53.8% | 521 | -8.8% | 0.00% | -50.0% |
CALM | Buy | CAL MAINE FOODS INC COM NEWstock | $18,282 | +130.4% | 378 | +114.8% | 0.00% | +100.0% |
FLR | FLUOR CORP NEW COMstock | $14,680 | +24.0% | 400 | 0.0% | 0.00% | 0.0% | |
CHK | CHESAPEAKE ENERGY CORP COMstock | $12,072 | +3.0% | 140 | 0.0% | 0.00% | +100.0% | |
COG | New | COTERRA ENERGY INC COMstock | $18,935 | – | 700 | +100.0% | 0.00% | – |
NWL | Buy | NEWELL BRANDS INC COMstock | $13,545 | +55.7% | 1,500 | +50.0% | 0.00% | +100.0% |
FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $17,942 | -5.6% | 405 | 0.0% | 0.00% | 0.0% | |
VONV | VANGUARD RUSSELL 1000 VALUE ETFetf | $12,932 | -3.7% | 194 | 0.0% | 0.00% | 0.0% | |
CFFI | C & F FINL CORP COMstock | $14,365 | -0.2% | 268 | 0.0% | 0.00% | 0.0% | |
OEF | ISHARES S&P 100 ETFetf | $12,841 | -3.1% | 64 | 0.0% | 0.00% | 0.0% | |
MUSA | MURPHY USA INC COMstock | $13,669 | +9.8% | 40 | 0.0% | 0.00% | 0.0% | |
ICF | ISHARES COHEN & STEERS REIT ETFetf | $18,559 | -9.7% | 370 | 0.0% | 0.00% | -33.3% | |
FTV | FORTIVE CORP COMstock | $18,466 | -0.8% | 249 | 0.0% | 0.00% | 0.0% | |
FBHS | FORTUNE BRANDS INNOVATIONS INC COMstock | $12,432 | -13.6% | 200 | 0.0% | 0.00% | 0.0% | |
Sell | HEALTHCARE RLTY TR CL A COMreit | $12,216 | -50.2% | 800 | -38.5% | 0.00% | -33.3% | |
ITT | ITT INC COMstock | $14,197 | +5.0% | 145 | 0.0% | 0.00% | 0.0% | |
VIACA | PARAMOUNT GLOBAL CLASS A COMstock | $14,337 | -14.9% | 908 | 0.0% | 0.00% | 0.0% | |
ALE | New | ALLETE INC COM NEWstock | $15,840 | – | 300 | +100.0% | 0.00% | – |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $14,192 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP COMstock | $12,825 | -9.2% | 2,500 | 0.0% | 0.00% | 0.0% | |
PLTR | Buy | PALANTIR TECHNOLOGIES INC CL Astock | $16,064 | +5.8% | 1,004 | +1.4% | 0.00% | 0.0% |
IDU | ISHARES U.S. UTILITIES ETFetf | $14,716 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
DTE | DTE ENERGY CO COMstock | $16,778 | -9.8% | 169 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES U.S. FINANCIALS ETFetf | $17,718 | +0.2% | 237 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES U.S. ENERGY ETFetf | $13,992 | +10.7% | 295 | 0.0% | 0.00% | 0.0% | |
BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETFetf | $13,556 | -1.9% | 700 | 0.0% | 0.00% | 0.0% | |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $13,016 | -22.0% | 352 | +0.3% | 0.00% | 0.0% |
MGA | MAGNA INTL INC COMstock | $16,083 | -5.0% | 300 | 0.0% | 0.00% | 0.0% | |
MAG | Buy | MAG SILVER CORP COMstock | $13,979 | +48.0% | 1,348 | +59.0% | 0.00% | +100.0% |
POOL | POOL CORP COMstock | $17,805 | -4.9% | 50 | 0.0% | 0.00% | 0.0% | |
FHN | FIRST HORIZON CORPORATION COMstock | $13,378 | -2.2% | 1,214 | 0.0% | 0.00% | 0.0% | |
MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $14,199 | +2.0% | 335 | 0.0% | 0.00% | 0.0% | |
EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $16,504 | -4.6% | 200 | 0.0% | 0.00% | 0.0% | |
TPL | New | TEXAS PACIFIC LAND CORPORATION COMstock | $18,236 | – | 10 | +100.0% | 0.00% | – |
PLD | PROLOGIS INC. COMreit | $17,617 | -8.5% | 157 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $15,723 | -15.2% | 285 | 0.0% | 0.00% | 0.0% | |
APOLLO GLOBAL MGMT INC COMstock | $17,952 | +16.9% | 200 | 0.0% | 0.00% | 0.0% | ||
WSO | WATSCO INC COMstock | $14,353 | -1.0% | 38 | 0.0% | 0.00% | 0.0% | |
TTI | New | TETRA TECHNOLOGIES INC DEL COMstock | $12,760 | – | 2,000 | +100.0% | 0.00% | – |
HWM | HOWMET AEROSPACE INC COMstock | $15,401 | -6.7% | 333 | 0.0% | 0.00% | 0.0% | |
HUBG | HUB GROUP INC CL Astock | $11,781 | -2.2% | 150 | 0.0% | 0.00% | 0.0% | |
AGCO | AGCO CORP COMstock | $17,979 | -10.0% | 152 | 0.0% | 0.00% | -33.3% | |
PSR | INVESCO ACTIVE U.S. REAL ESTATE FUNDetf | $11,850 | -8.9% | 150 | 0.0% | 0.00% | 0.0% | |
VOOG | Sell | VANGUARD S&P 500 GROWTH ETFetf | $12,342 | -59.5% | 50 | -58.3% | 0.00% | -50.0% |
LMB | Buy | LIMBACH HLDGS INC COMstock | $15,865 | +113.8% | 500 | +66.7% | 0.00% | +100.0% |
AUDC | AUDIOCODES LTD ORDstock | $14,154 | +10.7% | 1,400 | 0.0% | 0.00% | 0.0% | |
EAF | Buy | GRAFTECH INTL LTD COMstock | $11,532 | +126.8% | 3,011 | +198.4% | 0.00% | +100.0% |
AAP | ADVANCE AUTO PARTS INC COMstock | $13,144 | -20.4% | 235 | 0.0% | 0.00% | 0.0% | |
ERX | New | DIREXION DAILY ENERGY BULL 2X SHARESetf | $13,388 | – | 200 | +100.0% | 0.00% | – |
REET | ISHARES GLOBAL REIT ETFetf | $12,702 | -7.8% | 600 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC COMstock | $16,819 | +37.9% | 115 | 0.0% | 0.00% | 0.0% | |
SWN | SOUTHWESTERN ENERGY CO COMstock | $12,990 | +7.3% | 2,014 | 0.0% | 0.00% | 0.0% | |
IR | INGERSOLL RAND INC COMstock | $16,822 | -2.5% | 264 | 0.0% | 0.00% | 0.0% | |
SEIC | SEI INVTS CO COMstock | $12,046 | +1.0% | 200 | 0.0% | 0.00% | 0.0% | |
SKX | Buy | SKECHERS U S A INC CL Astock | $14,685 | +39.4% | 300 | +50.0% | 0.00% | +100.0% |
DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $14,150 | -2.5% | 235 | +0.4% | 0.00% | 0.0% |
DPZ | DOMINOS PIZZA INC COMstock | $18,940 | +12.4% | 50 | 0.0% | 0.00% | 0.0% | |
EMX | New | EMX RTY CORP COMstock | $16,020 | – | 9,000 | +100.0% | 0.00% | – |
AEE | AMEREN CORP COMstock | $16,036 | -8.4% | 214 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC COMstock | $8,101 | -10.4% | 40 | 0.0% | 0.00% | 0.0% | |
Sell | AMC ENTMT HLDGS INC CL A NEWstock | $8,517 | -61.3% | 1,066 | -78.7% | 0.00% | -66.7% | |
AMN | AMN HEALTHCARE SVCS INC COMstock | $4,259 | -21.9% | 50 | 0.0% | 0.00% | 0.0% | |
ARKK | Buy | ARK INNOVATION ETFetf | $11,108 | +739.0% | 280 | +833.3% | 0.00% | – |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $5,584 | -18.3% | 200 | 0.0% | 0.00% | 0.0% | |
ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $10,018 | -42.6% | 107 | -48.3% | 0.00% | -50.0% |
ACXP | New | ACURX PHARMACEUTICALS INC COMstock | $6,750 | – | 4,500 | +100.0% | 0.00% | – |
ALB | ALBEMARLE CORP COMstock | $8,638 | -23.6% | 51 | 0.0% | 0.00% | 0.0% | |
ATI | ATI INC COMstock | $7,860 | -7.0% | 191 | 0.0% | 0.00% | 0.0% | |
ALGM | New | ALLEGRO MICROSYSTEMS INC COMstock | $7,187 | – | 225 | +100.0% | 0.00% | – |
APA | APA CORPORATION COMstock | $6,165 | +20.3% | 150 | 0.0% | 0.00% | 0.0% | |
APP | New | APPLOVIN CORP COM CL Astock | $5,355 | – | 134 | +100.0% | 0.00% | – |
New | ARCHER AVIATION INC COM CL Astock | $10,626 | – | 2,100 | +100.0% | 0.00% | – | |
ABG | ASBURY AUTOMOTIVE GROUP INC COMstock | $8,052 | -4.3% | 35 | 0.0% | 0.00% | 0.0% | |
Buy | ATLANTA BRAVES HLDGS INC COM SER Cstock | $4,073 | +2.8% | 114 | +14.0% | 0.00% | 0.0% | |
BKR | BAKER HUGHES COMPANY CL Astock | $7,064 | +11.7% | 200 | 0.0% | 0.00% | 0.0% | |
BIIB | BIOGEN INC COMstock | $10,280 | -9.8% | 40 | 0.0% | 0.00% | 0.0% | |
BLW | BLACKROCK LTD DURATION INCOME COM SHScef | $6,440 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
MHD | BLACKROCK MUNIHOLDINGS FD INC COMcef | $7,629 | -11.4% | 740 | 0.0% | 0.00% | 0.0% | |
MVT | BLACKROCK MUNIVEST FD II INC COMcef | $6,875 | -12.6% | 740 | 0.0% | 0.00% | 0.0% | |
MYD | BLACKROCK MUNIYIELD FD INC COMcef | $9,180 | -12.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
MQT | BLACKROCK MUNIYIELD QUALITY FD COMcef | $8,990 | -10.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
BOMN | BOSTON OMAHA CORP CL A COM STKstock | $4,917 | -12.9% | 300 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP COMstock | $6,864 | -2.4% | 130 | 0.0% | 0.00% | 0.0% | |
BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $10,183 | – | 125 | +100.0% | 0.00% | – |
BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $8,800 | -22.5% | 249 | 0.0% | 0.00% | 0.0% | |
BC | New | BRUNSWICK CORP COMstock | $5,925 | – | 75 | +100.0% | 0.00% | – |
CBOE | CBOE GLOBAL MKTS INC COMstock | $7,811 | +13.2% | 50 | 0.0% | 0.00% | 0.0% | |
CF | CF INDS HLDGS INC COMstock | $4,287 | +23.5% | 50 | 0.0% | 0.00% | – | |
CMP | COMPASS MINERALS INTL INC COMstock | $8,385 | -17.8% | 300 | 0.0% | 0.00% | 0.0% | |
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $4,070 | -10.6% | 550 | 0.0% | 0.00% | 0.0% | |
CRK | COMSTOCK RES INC COMstock | $4,236 | -4.9% | 384 | 0.0% | 0.00% | 0.0% | |
DLR | DIGITAL RLTY TR INC COMreit | $5,325 | +6.3% | 44 | 0.0% | 0.00% | 0.0% | |
APPS | DIGITAL TURBINE INC COM NEWstock | $4,538 | -34.8% | 750 | 0.0% | 0.00% | 0.0% | |
RETL | DIREXION DAILY RETAIL BULL 3X SHARESetf | $8,715 | -17.2% | 1,500 | 0.0% | 0.00% | 0.0% | |
DY | DYCOM INDS INC COMstock | $11,125 | -21.7% | 125 | 0.0% | 0.00% | -50.0% | |
JETS | U.S. GLOBAL JETS ETFetf | $4,258 | -20.5% | 250 | 0.0% | 0.00% | 0.0% | |
ENPH | ENPHASE ENERGY INC COMstock | $5,287 | -28.3% | 44 | 0.0% | 0.00% | 0.0% | |
EQR | EQUITY RESIDENTIAL SH BEN INTreit | $5,871 | -11.0% | 100 | 0.0% | 0.00% | 0.0% | |
ETSY | Sell | ETSY INC COMstock | $5,231 | -32.1% | 81 | -11.0% | 0.00% | 0.0% |
EVGO | EVGO INC CL A COMstock | $6,490 | -15.5% | 1,920 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP COMstock | $8,685 | +7.3% | 10 | 0.0% | 0.00% | 0.0% | |
FITB | FIFTH THIRD BANCORP COMstock | $8,030 | -3.4% | 317 | 0.0% | 0.00% | 0.0% | |
SKYY | Buy | FIRST TRUST CLOUD COMPUTING ETFetf | $8,350 | +23.5% | 110 | +23.6% | 0.00% | 0.0% |
TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $11,330 | -4.4% | 202 | 0.0% | 0.00% | -50.0% | |
QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUNDetf | $4,797 | -3.5% | 86 | 0.0% | 0.00% | 0.0% | |
FF | Buy | FUTUREFUEL CORP COMstock | $7,530 | -18.3% | 1,050 | +0.8% | 0.00% | 0.0% |
GPS | GAP INC COMstock | $5,315 | +19.0% | 500 | 0.0% | 0.00% | 0.0% | |
GGG | New | GRACO INC COMstock | $4,373 | – | 60 | +100.0% | 0.00% | – |
GPK | GRAPHIC PACKAGING HLDG CO COMstock | $7,798 | -7.3% | 350 | 0.0% | 0.00% | 0.0% | |
HEES | New | H & E EQUIPMENT SERVICES INC COMstock | $5,183 | – | 120 | +100.0% | 0.00% | – |
HCA | HCA HEALTHCARE INC COMstock | $9,101 | -19.0% | 37 | 0.0% | 0.00% | 0.0% | |
HALEON PLC SPON ADSadr | $9,996 | -0.6% | 1,200 | 0.0% | 0.00% | 0.0% | ||
HTD | New | HANCOCK JOHN TAX-ADVANTAGED DI COMcef | $9,786 | – | 551 | +100.0% | 0.00% | – |
IIM | INVESCO VALUE MUN INCOME TR COMcef | $4,389 | -12.0% | 422 | 0.0% | 0.00% | 0.0% | |
RYU | Buy | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $10,058 | -9.0% | 200 | +100.0% | 0.00% | 0.0% |
PEJ | INVESCO LEISURE AND ENTERTAINMENT ETFetf | $9,887 | -8.4% | 258 | 0.0% | 0.00% | 0.0% | |
KBWR | INVESCO KBW REGIONAL BANKING ETFetf | $5,257 | +1.0% | 120 | 0.0% | 0.00% | 0.0% | |
BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFetf | $6,207 | -1.1% | 290 | 0.0% | 0.00% | 0.0% | |
BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFetf | $9,052 | -0.7% | 400 | 0.0% | 0.00% | 0.0% | |
BSJP | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $8,992 | -0.3% | 400 | 0.0% | 0.00% | 0.0% | |
IRM | IRON MTN INC DEL COMreit | $8,026 | +4.6% | 135 | 0.0% | 0.00% | 0.0% | |
EPP | New | ISHARES MSCI PACIFIC EX-JAPAN ETFetf | $7,518 | – | 189 | +100.0% | 0.00% | – |
TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $4,080 | -13.8% | 46 | 0.0% | 0.00% | 0.0% | |
IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $7,784 | -38.4% | 160 | -36.0% | 0.00% | -50.0% |
PFF | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $4,523 | -2.5% | 150 | 0.0% | 0.00% | 0.0% | |
ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $7,630 | -9.2% | 72 | 0.0% | 0.00% | 0.0% | |
NEAR | BLACKROCK SHORT DURATION BOND ETFetf | $6,236 | +0.3% | 125 | 0.0% | 0.00% | 0.0% | |
REM | ISHARES MORTGAGE REAL ESTATE ETFetf | $8,936 | -5.3% | 400 | 0.0% | 0.00% | 0.0% | |
KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $7,569 | +3.3% | 900 | 0.0% | 0.00% | 0.0% | |
LEN | LENNAR CORP CL Astock | $6,173 | -10.4% | 55 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT INC COMstock | $4,401 | -8.9% | 53 | 0.0% | 0.00% | 0.0% | |
MTB | M & T BK CORP COMstock | $5,564 | +2.2% | 44 | 0.0% | 0.00% | 0.0% | |
MFM | Sell | MFS MUN INCOME TR SH BEN INTcef | $6,067 | -39.8% | 1,333 | -32.5% | 0.00% | 0.0% |
MIN | MFS INTER INCOME TR SH BEN INTcef | $10,720 | -2.2% | 4,000 | 0.0% | 0.00% | 0.0% | |
MPWR | MONOLITHIC PWR SYS INC COMstock | $4,158 | -14.5% | 9 | 0.0% | 0.00% | 0.0% | |
New | NET POWER INC COM CL Astock | $10,570 | – | 700 | +100.0% | 0.00% | – | |
NJR | NEW JERSEY RES CORP COMstock | $8,126 | -13.9% | 200 | 0.0% | 0.00% | 0.0% | |
New | NEXTRACKER INC CLASS A COMstock | $7,349 | – | 183 | +100.0% | 0.00% | – | |
NUV | Buy | NUVEEN MUN VALUE FD INC COMcef | $5,296 | -4.4% | 641 | +0.6% | 0.00% | 0.0% |
OMF | New | ONEMAIN HLDGS INC COMstock | $4,009 | – | 100 | +100.0% | 0.00% | – |
OTEX | Buy | OPEN TEXT CORP COMstock | $7,020 | +35.2% | 200 | +60.0% | 0.00% | 0.0% |
PNFP | PINNACLE FINL PARTNERS INC COMstock | $9,922 | +18.3% | 148 | 0.0% | 0.00% | 0.0% | |
PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $9,200 | -9.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
RRC | RANGE RES CORP COMstock | $11,344 | +10.2% | 350 | 0.0% | 0.00% | 0.0% | |
RYN | RAYONIER INC COMreit | $9,676 | -9.4% | 340 | 0.0% | 0.00% | 0.0% | |
RPAY | REPAY HLDGS CORP COM CL Astock | $7,590 | -3.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC COM CL Astock | $4,856 | +45.7% | 200 | 0.0% | 0.00% | – | ||
ROL | ROLLINS INC COMstock | $8,138 | -12.8% | 218 | 0.0% | 0.00% | 0.0% | |
RVT | New | ROYCE VALUE TR INC COMcef | $11,416 | – | 887 | +100.0% | 0.00% | – |
SPX TECHNOLOGIES INC COMstock | $6,512 | -4.2% | 80 | 0.0% | 0.00% | 0.0% | ||
SAP | SAP SE SPON ADRadr | $6,466 | -5.5% | 50 | 0.0% | 0.00% | 0.0% | |
FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $9,642 | -3.2% | 300 | 0.0% | 0.00% | 0.0% | |
SA | New | SEABRIDGE GOLD INC COMstock | $7,385 | – | 700 | +100.0% | 0.00% | – |
SEAS | New | SEAWORLD ENTMT INC COMstock | $4,625 | – | 100 | +100.0% | 0.00% | – |
SR | SPIRE INC COMstock | $11,316 | -10.8% | 200 | 0.0% | 0.00% | -50.0% | |
SU | SUNCOR ENERGY INC NEW COMstock | $9,626 | +17.2% | 280 | 0.0% | 0.00% | 0.0% | |
SXC | Buy | SUNCOKE ENERGY INC COMstock | $10,963 | +30.4% | 1,080 | +1.0% | 0.00% | 0.0% |
SYNA | SYNAPTICS INC COMstock | $4,472 | +4.8% | 50 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL COMstock | $4,772 | -15.7% | 106 | 0.0% | 0.00% | 0.0% | |
TOL | New | TOLL BROTHERS INC COMstock | $7,174 | – | 97 | +100.0% | 0.00% | – |
TTE | TOTALENERGIES SE SPONSORED ADSadr | $9,864 | +14.1% | 150 | 0.0% | 0.00% | 0.0% | |
TNL | TRAVEL PLUS LEISURE CO COMstock | $9,917 | -9.0% | 270 | 0.0% | 0.00% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DEL COMstock | $11,294 | +2.3% | 50 | 0.0% | 0.00% | 0.0% | |
UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $5,884 | -20.2% | 47 | 0.0% | 0.00% | 0.0% | |
EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $5,732 | -11.3% | 40 | 0.0% | 0.00% | 0.0% | |
PPH | VANECK PHARMACEUTICAL ETFetf | $4,632 | +1.4% | 58 | 0.0% | 0.00% | 0.0% | |
EINC | VANECK ENERGY INCOME ETFetf | $4,879 | +1.2% | 75 | 0.0% | 0.00% | 0.0% | |
VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $5,636 | -4.9% | 64 | 0.0% | 0.00% | 0.0% | |
IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $10,752 | -5.4% | 138 | 0.0% | 0.00% | 0.0% | |
VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $10,701 | +53.5% | 160 | +60.0% | 0.00% | 0.0% |
VRSK | VERISK ANALYTICS INC COMstock | $6,378 | +4.5% | 27 | 0.0% | 0.00% | 0.0% | |
VIPER ENERGY INC CL Astock | $9,758 | +3.9% | 350 | 0.0% | 0.00% | 0.0% | ||
VIST | New | VISTA ENERGY S.A.B. DE C.V. SPONSORED ADSadr | $7,050 | – | 232 | +100.0% | 0.00% | – |
WAB | Buy | WABTEC COMstock | $6,695 | -1.5% | 63 | +1.6% | 0.00% | 0.0% |
WCN | WASTE CONNECTIONS INC COMstock | $5,506 | -6.0% | 41 | 0.0% | 0.00% | 0.0% | |
WTS | New | WATTS WATER TECHNOLOGIES INC CL Astock | $7,258 | – | 42 | +100.0% | 0.00% | – |
WEN | New | WENDYS CO COMstock | $4,082 | – | 200 | +100.0% | 0.00% | – |
WST | WEST PHARMACEUTICAL SVSC INC COMstock | $4,878 | -1.9% | 13 | 0.0% | 0.00% | 0.0% | |
WLK | WESTLAKE CORPORATION COMstock | $6,483 | +4.4% | 52 | 0.0% | 0.00% | 0.0% | |
DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $9,370 | -2.1% | 250 | 0.0% | 0.00% | 0.0% | |
DGRW | Buy | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $9,524 | +19.1% | 150 | +25.0% | 0.00% | 0.0% |
ELD | Sell | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $10,504 | -55.0% | 400 | -52.8% | 0.00% | -66.7% |
ALLE | Sell | ALLEGION PLC ORD SHSstock | $6,773 | -33.6% | 65 | -23.5% | 0.00% | 0.0% |
NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock | $8,124 | -1.0% | 300 | 0.0% | 0.00% | 0.0% | |
HELE | New | HELEN OF TROY LTD COMstock | $7,110 | – | 61 | +100.0% | 0.00% | – |
NVT | NVENT ELECTRIC PLC SHSstock | $7,949 | +2.6% | 150 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG ORD SHSstock | $7,706 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $9,470 | -35.1% | 100 | -37.1% | 0.00% | -50.0% |
RCL | ROYAL CARIBBEAN GROUP COMstock | $9,214 | -11.2% | 100 | 0.0% | 0.00% | 0.0% | |
VVI | VIAD CORP COMstock | $3,301 | -2.5% | 126 | 0.0% | 0.00% | – | |
ROST | Sell | ROSS STORES INC COMstock | $2,485 | -99.4% | 22 | -99.4% | 0.00% | -100.0% |
BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,870 | -97.7% | 60 | -97.7% | 0.00% | -100.0% |
RBLX | ROBLOX CORP CL Astock | $1,274 | -28.1% | 44 | 0.0% | 0.00% | – | |
RICK | RCI HOSPITALITY HLDGS INC COMstock | $607 | -20.1% | 10 | 0.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP COM CL Astock | $2,676 | -16.3% | 400 | 0.0% | 0.00% | – | |
PYR | PYROGENESIS CDA INC COMstock | $210 | -40.3% | 500 | 0.0% | 0.00% | – | |
RCUS | ARCUS BIOSCIENCES INC COMstock | $539 | -11.5% | 30 | 0.0% | 0.00% | – | |
ABNB | Sell | AIRBNB INC COM CL Astock | $2,470 | -67.9% | 18 | -70.0% | 0.00% | -100.0% |
AEGON LTD AMER REG 1 CERTadr | $883 | -5.4% | 184 | 0.0% | 0.00% | – | ||
GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $1,094 | -3.0% | 13 | 0.0% | 0.00% | – | |
ARKX | Buy | ARK SPACE EXPLORATION & INNOVATION ETFetf | $2,756 | +20.9% | 200 | +33.3% | 0.00% | – |
AES | AES CORP COMstock | $1,368 | -26.7% | 90 | 0.0% | 0.00% | – | |
QURE | UNIQURE NV SHSstock | $3,523 | -41.4% | 525 | 0.0% | 0.00% | -100.0% | |
HNST | Exit | HONEST CO INC COMstock | $0 | – | -1,004 | -100.0% | 0.00% | – |
BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -22 | -100.0% | 0.00% | – |
Exit | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $0 | – | -37 | -100.0% | 0.00% | – | |
IEP | Exit | ICAHN ENTERPRISES LP DEPOSITARY UNITstock | $0 | – | 0 | +100.0% | 0.00% | – |
UPST | UPSTART HLDGS INC COMstock | $1,170 | -20.3% | 41 | 0.0% | 0.00% | – | |
VALE | VALE S A SPONSORED ADSadr | $3,350 | -0.1% | 250 | 0.0% | 0.00% | – | |
UPLD | UPLAND SOFTWARE INC COMstock | $79 | +29.5% | 17 | 0.0% | 0.00% | – | |
UA | Sell | UNDER ARMOUR INC CL Cstock | $1,276 | -84.2% | 200 | -83.3% | 0.00% | -100.0% |
THOMSON REUTERS CORP. COMstock | $1,468 | -9.3% | 12 | 0.0% | 0.00% | – | ||
TDOC | Sell | TELADOC HEALTH INC COMstock | $1,673 | -52.8% | 90 | -35.7% | 0.00% | – |
TRP | TC ENERGY CORP COMstock | $3,579 | -14.8% | 104 | 0.0% | 0.00% | -100.0% | |
SMH | VANECK SEMICONDUCTOR ETFetf | $1,740 | -4.8% | 12 | 0.0% | 0.00% | – | |
TRUP | Exit | TRUPANION INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
SKT | TANGER INC COMreit | $1,130 | +2.4% | 50 | 0.0% | 0.00% | – | |
SYLVAMO CORP COMMON STOCKstock | $1,582 | +8.7% | 36 | 0.0% | 0.00% | – | ||
GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $1,289 | -9.6% | 40 | 0.0% | 0.00% | – | |
ORGN | Exit | ORIGIN MATERIALS INC COMstock | $0 | – | -250 | -100.0% | 0.00% | – |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SONO | SONOS INC COMstock | $1,226 | -21.0% | 95 | 0.0% | 0.00% | – | |
SNA | SNAP ON INC COMstock | $3,826 | -11.5% | 15 | 0.0% | 0.00% | -100.0% | |
SE | SEA LTD SPONSORD ADSadr | $88 | -24.1% | 2 | 0.0% | 0.00% | – | |
SMG | SCOTTS MIRACLE-GRO CO CL Astock | $672 | -17.5% | 13 | 0.0% | 0.00% | – | |
SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $1,246 | -2.7% | 26 | 0.0% | 0.00% | – | |
FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $1,940 | -3.9% | 40 | 0.0% | 0.00% | – | |
SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $3,102 | – | 108 | +100.0% | 0.00% | – |
SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $1,972 | – | 81 | +100.0% | 0.00% | – |
PLUG | Sell | PLUG POWER INC COM NEWstock | $3,800 | -34.7% | 500 | -10.7% | 0.00% | -100.0% |
PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $2,926 | +8.7% | 191 | 0.0% | 0.00% | – | |
PINS | PINTEREST INC CL Astock | $3,217 | -1.1% | 119 | 0.0% | 0.00% | – | |
PMCB | PHARMACYTE BIOTECH INC COM NEWstock | $57 | -26.0% | 27 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC CL A COMstock | $364 | -34.3% | 72 | 0.0% | 0.00% | – | |
PPG | PPG INDS INC COMstock | $3,245 | -12.5% | 25 | 0.0% | 0.00% | – | |
PJT | PJT PARTNERS INC COM CL Astock | $1,986 | +14.1% | 25 | 0.0% | 0.00% | – | |
ORION OFFICE REIT INC COMreit | $292 | -21.1% | 56 | 0.0% | 0.00% | – | ||
NUSCALE PWR CORP CL A COMstock | $1,225 | -27.9% | 250 | 0.0% | 0.00% | – | ||
NUS | NU SKIN ENTERPRISES INC CL Astock | $1,061 | -36.1% | 50 | 0.0% | 0.00% | – | |
NIOCORP DEVS LTD COM NEWstock | $363 | -27.8% | 100 | 0.0% | 0.00% | – | ||
NEM | Sell | NEWMONT CORP COMstock | $2,439 | -95.1% | 66 | -94.3% | 0.00% | -100.0% |
NGD | Sell | NEW GOLD INC CDA COMstock | $683 | -57.8% | 750 | -50.0% | 0.00% | – |
NRG | NRG ENERGY INC COM NEWstock | $1,464 | +3.0% | 38 | 0.0% | 0.00% | – | |
MDB | MONGODB INC CL Astock | $346 | -15.8% | 1 | 0.0% | 0.00% | – | |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,908 | -3.4% | 30 | 0.0% | 0.00% | – | |
NERV | MINERVA NEUROSCIENCES INC COM NEWstock | $83 | -24.5% | 12 | 0.0% | 0.00% | – | |
MAA | MID-AMER APT CMNTYS INC COMreit | $3,225 | -14.9% | 25 | 0.0% | 0.00% | – | |
MAT | MATTEL INC COMstock | $1,102 | +12.8% | 50 | 0.0% | 0.00% | – | |
MASTERBRAND INC COMMON STOCKstock | $2,430 | +4.5% | 200 | 0.0% | 0.00% | – | ||
MSGE | SPHERE ENTERTAINMENT CO CL Astock | $520 | +35.8% | 14 | 0.0% | 0.00% | – | |
MADISON SQUARE GARDEN ENTMT COM CL Astock | $461 | -2.1% | 14 | 0.0% | 0.00% | – | ||
LTHM | Buy | LIVENT CORP COMstock | $3,479 | -29.1% | 189 | +5.6% | 0.00% | -100.0% |
LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $1,018 | -22.4% | 40 | 0.0% | 0.00% | – | ||
LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $2,037 | -22.2% | 80 | 0.0% | 0.00% | – | ||
LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,246 | -17.3% | 20 | 0.0% | 0.00% | – | ||
New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Astock | $990 | – | 31 | +100.0% | 0.00% | – | |
New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Cstock | $642 | – | 20 | +100.0% | 0.00% | – | |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $1,826 | +14.0% | 20 | 0.0% | 0.00% | – | |
LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $909 | +14.1% | 10 | 0.0% | 0.00% | – | |
WIX | Exit | WIX COM LTD SHSstock | $0 | – | -10 | -100.0% | 0.00% | – |
LDOS | LEIDOS HOLDINGS INC COMstock | $3,226 | +4.2% | 35 | 0.0% | 0.00% | – | |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $1,355 | -5.0% | 19 | 0.0% | 0.00% | – | |
LEA | LEAR CORP COM NEWstock | $2,684 | -6.5% | 20 | 0.0% | 0.00% | – | |
LVS | LAS VEGAS SANDS CORP COMstock | $2,070 | -20.7% | 45 | 0.0% | 0.00% | – | |
LE | LANDS END INC NEW COMstock | $224 | -3.9% | 30 | 0.0% | 0.00% | – | |
CMCSA | Exit | COMCAST CORP NEW CL Acall | $0 | – | -1,000 | -100.0% | 0.00% | – |
KYNDRYL HLDGS INC COMMON STOCKstock | $1,495 | +13.7% | 99 | 0.0% | 0.00% | – | ||
New | ISHARES BLOCKCHAIN AND TECH ETFetf | $1,612 | – | 100 | +100.0% | 0.00% | – | |
SCZ | Sell | ISHARES MSCI EAFE SMALL-CAP ETFetf | $2,372 | -22.7% | 42 | -19.2% | 0.00% | – |
IYH | ISHARES U.S. HEALTHCARE ETFetf | $3,511 | -3.6% | 13 | 0.0% | 0.00% | – | |
IXG | ISHARES GLOBAL FINANCIALS ETFetf | $704 | -1.5% | 10 | 0.0% | 0.00% | – | |
UUP | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $2,973 | +4.8% | 100 | 0.0% | 0.00% | – | |
QQQJ | INVESCO NASDAQ NEXT GEN 100 ETFetf | $517 | -5.8% | 21 | 0.0% | 0.00% | – | |
PBJ | INVESCO FOOD & BEVERAGE ETFetf | $1,059 | -6.8% | 25 | 0.0% | 0.00% | – | |
HDSN | HUDSON TECHNOLOGIES INC COMstock | $2,660 | +38.3% | 200 | 0.0% | 0.00% | – | |
KBE | Exit | SPDR S&P BANK ETFetf | $0 | – | -50 | -100.0% | 0.00% | – |
URA | GLOBAL X URANIUM ETFetf | $1,352 | +24.6% | 50 | 0.0% | 0.00% | – | |
GOEX | GLOBAL X GOLD EXPLORERS ETFetf | $1,096 | -9.0% | 50 | 0.0% | 0.00% | – | |
SIL | GLOBAL X SILVER MINERS ETFetf | $956 | -8.1% | 40 | 0.0% | 0.00% | – | |
QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $3,354 | -5.5% | 200 | 0.0% | 0.00% | – | |
LMND | Exit | LEMONADE INC COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
GM | GENERAL MTRS CO COMstock | $1,484 | -14.5% | 45 | 0.0% | 0.00% | – | |
BLNK | Exit | BLINK CHARGING CO COMstock | $0 | – | -87 | -100.0% | 0.00% | – |
FUBO | FUBOTV INC COMstock | $708 | +28.5% | 265 | 0.0% | 0.00% | – | |
FCX | FREEPORT-MCMORAN INC CL Bstock | $3,729 | -6.8% | 100 | 0.0% | 0.00% | -100.0% | |
FLO | FLOWERS FOODS INC COMstock | $2,085 | -10.9% | 94 | 0.0% | 0.00% | – | |
DIBS | 1STDIBS COM INC COMstock | $728 | -2.7% | 200 | 0.0% | 0.00% | – | |
FR | FIRST INDL RLTY TR INC COMreit | $1,424 | -9.1% | 30 | 0.0% | 0.00% | – | |
FMC | FMC CORP COM NEWstock | $469 | -35.8% | 7 | 0.0% | 0.00% | – | |
IJT | Exit | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $0 | – | -26 | -100.0% | 0.00% | – |
EXC | EXELON CORP COMstock | $945 | -7.3% | 25 | 0.0% | 0.00% | – | |
ROBO | New | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETFetf | $2,518 | – | 50 | +100.0% | 0.00% | – |
WYNN | WYNN RESORTS LTD COMstock | $1,857 | -12.3% | 20 | 0.0% | 0.00% | – | |
XEL | XCEL ENERGY INC COMstock | $1,774 | -7.9% | 31 | 0.0% | 0.00% | – | |
ESS | ESSEX PPTY TR INC COMreit | $3,606 | -9.5% | 17 | 0.0% | 0.00% | -100.0% | |
ENS | ENERSYS COMstock | $2,840 | -12.8% | 30 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP COMMON STOCKstock | $1,023 | -32.3% | 68 | -2.9% | 0.00% | – | |
ZIMVIE INC COMstock | $480 | -16.2% | 51 | 0.0% | 0.00% | – | ||
MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $584 | +22.2% | 160 | 0.0% | 0.00% | – | |
QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESetf | $224 | -3.0% | 3 | 0.0% | 0.00% | – | |
DM | DESKTOP METAL INC COM CL Astock | $256 | -17.4% | 175 | 0.0% | 0.00% | – | |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $2,868 | +3.1% | 41 | 0.0% | 0.00% | – | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $900 | +6.8% | 17 | 0.0% | 0.00% | – | |
DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $1,605 | -1.4% | 46 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC COMstock | $158 | +1.3% | 79 | 0.0% | 0.00% | – | |
CHS | CHICOS FAS INC COMstock | $2,244 | +39.8% | 300 | 0.0% | 0.00% | – | |
CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,319 | -98.2% | 3 | -98.5% | 0.00% | -100.0% |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $497 | -43.5% | 100 | 0.0% | 0.00% | – | |
LNG | Exit | CHENIERE ENERGY INC COM NEWstock | $0 | – | -17 | -100.0% | 0.00% | – |
CERE | CEREVEL THERAPEUTICS HLDNG INC COMstock | $2,183 | -31.3% | 100 | 0.0% | 0.00% | – | |
CANOPY GROWTH CORP COM NEWstock | $35 | +105.9% | 45 | 0.0% | 0.00% | – | ||
BHF | BRIGHTHOUSE FINL INC COMstock | $538 | +3.3% | 11 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $3,626 | -24.3% | 220 | 0.0% | 0.00% | -100.0% | |
NVCR | NOVOCURE LTD ORD SHSstock | $404 | -61.1% | 25 | 0.0% | 0.00% | – | |
BOX | BOX INC CL Astock | $1,816 | -17.6% | 75 | 0.0% | 0.00% | – | |
BIG | BIG LOTS INC COMstock | $511 | -42.1% | 100 | 0.0% | 0.00% | – | |
BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,699 | +4.9% | 211 | 0.0% | 0.00% | – | |
Exit | DRAFTKINGS INC NEW COM CL Acall | $0 | – | -1,000 | -100.0% | 0.00% | – | |
AVIDXCHANGE HOLDINGS INC COMstock | $2,844 | -8.7% | 300 | 0.0% | 0.00% | – | ||
AVNS | AVANOS MED INC COMstock | $991 | -20.8% | 49 | 0.0% | 0.00% | – | |
EPAM | Exit | EPAM SYS INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
RMBS | Exit | RAMBUS INC DEL COMstock | $0 | – | -117 | -100.0% | -0.00% | – |
APPN | Exit | APPIAN CORP CL Astock | $0 | – | -150 | -100.0% | -0.00% | – |
FIF | Exit | FIRST TR ENERGY INFRASTRCTR FD COMcef | $0 | – | -320 | -100.0% | -0.00% | – |
Exit | COHERENT CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – | |
ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
ACLS | Exit | AXCELIS TECHNOLOGIES INC COM NEWstock | $0 | – | -41 | -100.0% | -0.00% | – |
TTEK | Exit | TETRA TECH INC NEW COMstock | $0 | – | -49 | -100.0% | -0.00% | – |
BOTZ | Exit | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $0 | – | -175 | -100.0% | -0.00% | – |
OIA | Exit | INVESCO MUNI INCOME OPP TRST COMcef | $0 | – | -1,500 | -100.0% | -0.00% | – |
PETQ | Exit | PETIQ INC COM CL Astock | $0 | – | -500 | -100.0% | -0.00% | – |
NXPI | Exit | NXP SEMICONDUCTORS N V COMstock | $0 | – | -39 | -100.0% | -0.00% | – |
EQX | Exit | EQUINOX GOLD CORP COMstock | $0 | – | -1,489 | -100.0% | -0.00% | – |
LW | Exit | LAMB WESTON HLDGS INC COMstock | $0 | – | -53 | -100.0% | -0.00% | – |
HST | Exit | HOST HOTELS & RESORTS INC COMreit | $0 | – | -1,000 | -100.0% | -0.00% | – |
PEAK | Exit | HEALTHPEAK PROPERTIES INC COMreit | $0 | – | -800 | -100.0% | -0.00% | – |
ILMN | Exit | ILLUMINA INC COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
GMED | Exit | GLOBUS MED INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
DPST | Exit | DIREXION DAILY REGIONAL BANKS BULL 3X SHARESetf | $0 | – | -400 | -100.0% | -0.00% | – |
FMX | Exit | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $0 | – | -200 | -100.0% | -0.00% | – |
MUA | Exit | BLACKROCK MUNIASSETS FD INC COMcef | $0 | – | -2,000 | -100.0% | -0.00% | – |
PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -100 | -100.0% | -0.00% | – |
TWLO | Exit | TWILIO INC CL Astock | $0 | – | -450 | -100.0% | -0.00% | – |
NTAP | Exit | NETAPP INC COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
OKTA | Exit | OKTA INC CL Astock | $0 | – | -600 | -100.0% | -0.01% | – |
HUBS | Exit | HUBSPOT INC COMstock | $0 | – | -75 | -100.0% | -0.01% | – |
LAD | Exit | LITHIA MTRS INC COMstock | $0 | – | -150 | -100.0% | -0.01% | – |
PLAB | Exit | PHOTRONICS INC COMstock | $0 | – | -2,000 | -100.0% | -0.01% | – |
IEX | Exit | IDEX CORP COMstock | $0 | – | -267 | -100.0% | -0.01% | – |
Exit | ATLASSIAN CORPORATION CL Astock | $0 | – | -350 | -100.0% | -0.01% | – | |
KRE | Exit | SPDR S&P REGIONAL BANKING ETFetf | $0 | – | -1,680 | -100.0% | -0.01% | – |
DLA | Exit | DELTA APPAREL INC COMstock | $0 | – | -10,205 | -100.0% | -0.01% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $0 | – | -4,370 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SHORT-TERM CORPORATE BOND ETF | 32 | Q4 2023 | 4.7% |
VISA INC COM CL A | 32 | Q4 2023 | 3.9% |
MICROSOFT CORP COM | 32 | Q4 2023 | 4.2% |
APPLE INC COM | 32 | Q4 2023 | 2.7% |
JOHNSON & JOHNSON COM | 32 | Q4 2023 | 1.9% |
EXXON MOBIL CORP COM | 32 | Q4 2023 | 3.1% |
DISNEY WALT CO COM | 32 | Q4 2023 | 2.1% |
ABBVIE INC COM | 32 | Q4 2023 | 1.8% |
ALPHABET INC CAP STK CL C | 32 | Q4 2023 | 1.9% |
UNION PAC CORP COM | 32 | Q4 2023 | 1.4% |
View Anchor Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
13F-HR | 2024-01-03 |
View Anchor Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.