$576 Million is the total value of Glassman Wealth Services's 1891 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 27.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $108,883,972 | +8.8% | 289,531 | +1.6% | 18.92% | +2.5% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $79,412,732 | +6.4% | 1,445,971 | +3.6% | 13.80% | +0.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $39,789,094 | +17.2% | 744,139 | +9.9% | 6.91% | +10.5% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $31,445,085 | +8.5% | 504,413 | +5.0% | 5.46% | +2.2% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $24,434,197 | +16.1% | 1,059,592 | +8.8% | 4.24% | +9.5% | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $23,018,826 | +20.6% | 903,408 | +14.9% | 4.00% | +13.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $11,366,793 | +7.0% | 50,467 | +0.0% | 1.98% | +0.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,584,608 | +17.8% | 24,852 | +0.5% | 0.45% | +11.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,221,305 | +14.1% | 4,999 | +0.0% | 0.21% | +7.6% |
| MCD | Buy | MCDONALDS CORP | $1,117,688 | +13.1% | 3,997 | +6.6% | 0.19% | +6.6% |
| V | Buy | VISA INC | $1,088,972 | +9.4% | 4,830 | +0.8% | 0.19% | +2.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $922,725 | +0.2% | 7,081 | +3.2% | 0.16% | -5.9% |
| FB | Buy | META PLATFORMS INCcl a | $851,575 | +78.9% | 4,018 | +1.6% | 0.15% | +68.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $849,566 | +200.4% | 21,060 | +132.7% | 0.15% | +184.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $793,085 | +7.2% | 1,376 | +2.5% | 0.14% | +1.5% |
| ABBV | Buy | ABBVIE INC | $759,680 | +0.4% | 4,767 | +1.8% | 0.13% | -5.0% |
| MPC | Buy | MARATHON PETE CORP | $745,678 | +16.4% | 5,531 | +0.5% | 0.13% | +10.2% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $715,881 | +8.4% | 15,849 | +0.7% | 0.12% | +1.6% |
| WMT | Buy | WALMART INC | $660,088 | +5.6% | 4,477 | +1.5% | 0.12% | 0.0% |
| RY | Buy | ROYAL BK CDA SUSTAINABL | $638,188 | +4.2% | 6,677 | +2.5% | 0.11% | -1.8% |
| LOW | Buy | LOWES COS INC | $621,507 | +0.7% | 3,108 | +0.3% | 0.11% | -5.3% |
| NEE | Buy | NEXTERA ENERGY INC | $529,154 | -2.4% | 6,865 | +5.8% | 0.09% | -8.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $497,361 | -4.7% | 15,470 | +1.4% | 0.09% | -10.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $466,056 | -3.5% | 3,600 | +1.3% | 0.08% | -9.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $442,865 | +32.1% | 4,377 | +28.2% | 0.08% | +24.2% |
| KLAC | Buy | KLA CORP | $445,474 | +6.7% | 1,116 | +0.8% | 0.08% | 0.0% |
| CAT | Buy | CATERPILLAR INC | $435,266 | +6.1% | 1,902 | +11.1% | 0.08% | 0.0% |
| BA | Buy | BOEING CO | $422,948 | +14.0% | 1,991 | +2.2% | 0.07% | +7.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $417,188 | -1.1% | 3,021 | +0.5% | 0.07% | -7.7% |
| TXN | Buy | TEXAS INSTRS INC | $406,281 | +17.2% | 2,184 | +4.1% | 0.07% | +10.9% |
| NKE | Buy | NIKE INCcl b | $406,920 | +6.1% | 3,318 | +1.3% | 0.07% | 0.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $390,999 | +3.3% | 6,261 | +1.4% | 0.07% | -2.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $394,168 | -0.8% | 4,025 | +2.2% | 0.07% | -6.8% |
| AMAT | Buy | APPLIED MATLS INC | $377,329 | +26.6% | 3,072 | +0.4% | 0.07% | +20.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $359,571 | -9.7% | 782 | +0.8% | 0.06% | -15.1% |
| TRV | Buy | TRAVELERS COMPANIES INC | $349,041 | -8.2% | 2,036 | +0.4% | 0.06% | -12.9% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $347,176 | +9.2% | 10,809 | +0.9% | 0.06% | +1.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $339,382 | +10.6% | 1,182 | +18.8% | 0.06% | +3.5% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $337,964 | +8.4% | 13,135 | +1.4% | 0.06% | +3.5% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $327,792 | +1.2% | 1,330 | +1.9% | 0.06% | -5.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $328,418 | -1.3% | 1,004 | +3.6% | 0.06% | -6.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $310,608 | +20.2% | 806 | +4.9% | 0.05% | +12.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $308,451 | +27.5% | 1,267 | +15.4% | 0.05% | +20.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $290,827 | +6.4% | 1,855 | +5.3% | 0.05% | +2.0% |
| BKNG | Buy | BOOKING HOLDINGS INC | $289,113 | +37.9% | 109 | +4.8% | 0.05% | +28.2% |
| WPC | Buy | WP CAREY INC | $282,770 | -0.2% | 3,651 | +0.7% | 0.05% | -5.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $281,732 | +20.7% | 1,452 | +8.1% | 0.05% | +14.0% |
| T | Buy | AT&T INC | $276,581 | +8.8% | 14,368 | +4.0% | 0.05% | +2.1% |
| New | LINDE PLC | $271,201 | – | 763 | +100.0% | 0.05% | – | |
| CSX | Buy | CSX CORP | $265,029 | -2.7% | 8,852 | +0.7% | 0.05% | -8.0% |
| CRM | Buy | SALESFORCE INC | $238,537 | +104.7% | 1,194 | +35.8% | 0.04% | +95.2% |
| PLD | Buy | PROLOGIS INC. | $228,454 | +14.4% | 1,831 | +3.3% | 0.04% | +8.1% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $217,949 | -1.4% | 950 | +1.2% | 0.04% | -7.3% |
| INTU | Buy | INTUIT | $218,011 | +19.2% | 489 | +4.0% | 0.04% | +11.8% |
| GILD | Buy | GILEAD SCIENCES INC | $212,708 | -2.7% | 2,564 | +0.7% | 0.04% | -7.5% |
| DHI | Buy | D R HORTON INC | $204,465 | +11.7% | 2,093 | +1.9% | 0.04% | +5.9% |
| HON | Buy | HONEYWELL INTL INC | $199,529 | +1.9% | 1,044 | +14.2% | 0.04% | -2.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $202,225 | +25.8% | 2,174 | +0.7% | 0.04% | +16.7% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $197,686 | +13.0% | 4,321 | +1.9% | 0.03% | +6.2% |
| BDX | Buy | BECTON DICKINSON & CO | $191,596 | +3.1% | 774 | +5.9% | 0.03% | -2.9% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $190,138 | +5.9% | 838 | +0.1% | 0.03% | 0.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $190,697 | +11.5% | 1,006 | +7.9% | 0.03% | +3.1% |
| CNI | Buy | CANADIAN NATL RY CO | $187,336 | +4.1% | 1,588 | +4.9% | 0.03% | 0.0% |
| MS | Buy | MORGAN STANLEY | $184,731 | +72.4% | 2,104 | +67.0% | 0.03% | +60.0% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $182,977 | +26.3% | 6,360 | +18.7% | 0.03% | +18.5% |
| PGR | Buy | PROGRESSIVE CORP | $180,399 | +16.5% | 1,261 | +5.6% | 0.03% | +6.9% |
| MTB | Buy | M & T BK CORP | $174,260 | -12.3% | 1,457 | +6.4% | 0.03% | -18.9% |
| AZO | Buy | AUTOZONE INC | $164,696 | +4.3% | 67 | +4.7% | 0.03% | 0.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $167,333 | +7.2% | 655 | +11.4% | 0.03% | 0.0% |
| COP | Buy | CONOCOPHILLIPS | $149,311 | -4.1% | 1,505 | +14.1% | 0.03% | -10.3% |
| ETN | New | EATON CORP PLC | $146,838 | – | 857 | +100.0% | 0.03% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $144,129 | +13.0% | 1,382 | +11.2% | 0.02% | +4.2% |
| RPM | Buy | RPM INTL INC | $141,939 | -10.2% | 1,627 | +0.3% | 0.02% | -13.8% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $145,936 | +4.3% | 2,301 | +2.0% | 0.02% | -3.8% |
| HUM | Buy | HUMANA INC | $145,638 | +15.1% | 300 | +21.5% | 0.02% | +8.7% |
| TMUS | Buy | T-MOBILE US INC | $141,509 | +8.5% | 977 | +4.8% | 0.02% | +4.2% |
| GIS | Buy | GENERAL MLS INC | $143,573 | +24.3% | 1,680 | +22.0% | 0.02% | +19.0% |
| FULT | Buy | FULTON FINL CORP PA | $139,775 | +21207.2% | 10,114 | +25833.3% | 0.02% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $136,846 | -1.9% | 1,871 | +1.2% | 0.02% | -7.7% |
| HOG | Buy | HARLEY DAVIDSON INC | $135,211 | -8.2% | 3,561 | +0.6% | 0.02% | -14.8% |
| VLO | Buy | VALERO ENERGY CORP | $130,666 | +11.4% | 936 | +1.2% | 0.02% | +4.5% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $132,757 | +11.7% | 2,262 | +3.6% | 0.02% | +4.5% |
| APH | Buy | AMPHENOL CORP NEWcl a | $128,464 | +10.0% | 1,572 | +2.5% | 0.02% | 0.0% |
| SPGI | Buy | S&P GLOBAL INC | $125,152 | +25.4% | 363 | +21.8% | 0.02% | +22.2% |
| COF | Buy | CAPITAL ONE FINL CORP | $125,873 | +5.3% | 1,309 | +1.8% | 0.02% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $125,995 | +32.5% | 757 | +16.6% | 0.02% | +22.2% |
| PHM | Buy | PULTE GROUP INC | $128,333 | +28.4% | 2,202 | +0.3% | 0.02% | +22.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $123,102 | +7.2% | 145 | +6.6% | 0.02% | 0.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $120,516 | +39.2% | 3,463 | +28.9% | 0.02% | +31.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $118,071 | +175.7% | 2,441 | +157.5% | 0.02% | +162.5% |
| C | Buy | CITIGROUP INC | $118,585 | +34.7% | 2,529 | +30.0% | 0.02% | +31.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $120,124 | +29.6% | 1,452 | +16.9% | 0.02% | +23.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $120,172 | +15.0% | 2,402 | +6.3% | 0.02% | +10.5% |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit g16252 | $118,229 | – | 3,501 | +100.0% | 0.02% | – |
| NTR | Buy | NUTRIEN LTD | $114,394 | +4.6% | 1,549 | +3.5% | 0.02% | 0.0% |
| APTV | Buy | APTIV PLC | $116,790 | +26.9% | 1,041 | +5.4% | 0.02% | +17.6% |
| DTE | Buy | DTE ENERGY CO | $113,374 | -1.6% | 1,035 | +5.6% | 0.02% | -4.8% |
| NVS | Buy | NOVARTIS AGsponsored adr | $115,552 | +13.4% | 1,256 | +11.8% | 0.02% | +5.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $107,754 | +21.1% | 342 | +11.0% | 0.02% | +18.8% |
| NOW | Buy | SERVICENOW INC | $103,168 | +23.6% | 222 | +3.3% | 0.02% | +20.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $102,943 | +18.9% | 1,906 | +123.4% | 0.02% | +12.5% |
| CPB | Buy | CAMPBELL SOUP CO | $106,056 | +6.8% | 1,929 | +10.2% | 0.02% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $106,461 | +51.1% | 533 | +5.5% | 0.02% | +38.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $101,887 | +20.7% | 124 | +6.0% | 0.02% | +12.5% |
| SNPS | Buy | SYNOPSYS INC | $100,811 | +26.3% | 261 | +4.4% | 0.02% | +20.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $102,355 | +4.4% | 4,174 | +0.7% | 0.02% | 0.0% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $102,314 | +36.7% | 487 | +4.5% | 0.02% | +28.6% |
| CAH | Buy | CARDINAL HEALTH INC | $99,811 | -1.7% | 1,322 | +0.1% | 0.02% | -10.5% |
| SLB | Buy | SCHLUMBERGER LTD | $98,986 | -8.0% | 2,016 | +0.2% | 0.02% | -15.0% |
| MET | Buy | METLIFE INC | $95,949 | -12.3% | 1,656 | +9.6% | 0.02% | -15.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $89,608 | +7.8% | 1,291 | +5.3% | 0.02% | +6.7% |
| LEN | Buy | LENNAR CORPcl a | $94,704 | +16.4% | 901 | +0.2% | 0.02% | +6.7% |
| SRE | Buy | SEMPRA | $92,661 | +30.6% | 613 | +33.6% | 0.02% | +23.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $94,230 | +39.7% | 624 | +15.1% | 0.02% | +33.3% |
| BXP | Buy | BOSTON PROPERTIES INC | $90,326 | +960.8% | 1,669 | +1224.6% | 0.02% | +700.0% |
| DXCM | Buy | DEXCOM INC | $84,811 | +9.3% | 730 | +6.6% | 0.02% | +7.1% |
| New | GE HEALTHCARE TECHNOLOGIES I | $88,510 | – | 1,079 | +100.0% | 0.02% | – | |
| CME | Buy | CME GROUP INC | $86,184 | +65.3% | 450 | +45.2% | 0.02% | +50.0% |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC | $87,339 | +11.8% | 620 | +0.3% | 0.02% | +7.1% |
| DD | Buy | DUPONT DE NEMOURS INC | $83,684 | +6.5% | 1,166 | +1.8% | 0.02% | +7.1% |
| CTAS | Buy | CINTAS CORP | $84,670 | +5.9% | 183 | +3.4% | 0.02% | 0.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $78,645 | +17.4% | 268 | +3.1% | 0.01% | +16.7% |
| EQIX | Buy | EQUINIX INC | $79,314 | +26.1% | 110 | +14.6% | 0.01% | +16.7% |
| PSA | Buy | PUBLIC STORAGE | $78,859 | +16.3% | 261 | +7.9% | 0.01% | +16.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $80,650 | +18.8% | 843 | +18.4% | 0.01% | +7.7% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $78,674 | +13.2% | 220 | +7.3% | 0.01% | +7.7% |
| HCA | Buy | HCA HEALTHCARE INC | $78,840 | +14.1% | 299 | +3.8% | 0.01% | +7.7% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $73,643 | +20.6% | 879 | +1.2% | 0.01% | +18.2% |
| CPRT | Buy | COPART INC | $75,736 | +25.5% | 1,007 | +1.6% | 0.01% | +18.2% |
| LRCX | Buy | LAM RESEARCH CORP | $75,807 | +36.6% | 143 | +8.3% | 0.01% | +30.0% |
| New | AMERICA MOVIL SAB DE CVspon ads rp cl b add | $76,243 | – | 3,622 | +100.0% | 0.01% | – | |
| AFIN | Buy | THE NECESSITY RETAIL REIT IN | $77,068 | +6.3% | 12,272 | +0.4% | 0.01% | 0.0% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $73,175 | +19.9% | 2,144 | +9.5% | 0.01% | +18.2% |
| OSK | Buy | OSHKOSH CORP | $76,692 | -5.5% | 922 | +0.2% | 0.01% | -13.3% |
| KR | Buy | KROGER CO | $77,659 | +14.1% | 1,573 | +3.0% | 0.01% | 0.0% |
| MSCI | Buy | MSCI INC | $76,118 | +23.0% | 136 | +2.3% | 0.01% | +18.2% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $74,694 | +12.3% | 885 | +4.2% | 0.01% | +8.3% |
| MCO | Buy | MOODYS CORP | $74,057 | +36.3% | 242 | +24.1% | 0.01% | +30.0% |
| PSX | Buy | PHILLIPS 66 | $74,413 | +3.0% | 734 | +5.8% | 0.01% | 0.0% |
| AEE | Buy | AMEREN CORP | $75,505 | -0.2% | 874 | +2.7% | 0.01% | -7.1% |
| ROST | Buy | ROSS STORES INC | $67,923 | -7.7% | 640 | +0.9% | 0.01% | -14.3% |
| ANSS | Buy | ANSYS INC | $70,221 | +43.9% | 211 | +4.5% | 0.01% | +33.3% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $71,471 | +8.8% | 1,173 | +2.1% | 0.01% | 0.0% |
| SPTI | New | SPDR SER TRportfli intrmdit | $68,212 | – | 2,357 | +100.0% | 0.01% | – |
| ESS | Buy | ESSEX PPTY TR INC | $69,225 | +0.5% | 331 | +1.8% | 0.01% | -7.7% |
| PH | Buy | PARKER-HANNIFIN CORP | $66,214 | +21.0% | 197 | +4.8% | 0.01% | +20.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $66,820 | +9.5% | 1,894 | +10.6% | 0.01% | +9.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $68,667 | -13.2% | 862 | +1.2% | 0.01% | -20.0% |
| LNG | Buy | CHENIERE ENERGY INC | $69,186 | +7.0% | 439 | +1.9% | 0.01% | 0.0% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $62,374 | +30.1% | 183 | +8.3% | 0.01% | +22.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $60,952 | +10.5% | 620 | +12.7% | 0.01% | +10.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $65,663 | +10.9% | 149 | +8.8% | 0.01% | 0.0% |
| SYY | Buy | SYSCO CORP | $61,552 | +10.0% | 797 | +8.9% | 0.01% | +10.0% |
| DOV | Buy | DOVER CORP | $64,119 | +13.0% | 422 | +0.7% | 0.01% | +10.0% |
| KRC | Buy | KILROY RLTY CORP | $61,495 | -10.2% | 1,898 | +7.2% | 0.01% | -15.4% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $64,778 | +11.0% | 1,097 | +16.7% | 0.01% | 0.0% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $62,911 | +27.9% | 694 | +7.6% | 0.01% | +22.2% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $65,542 | – | 1,408 | +100.0% | 0.01% | – |
| PAYC | Buy | PAYCOM SOFTWARE INC | $62,322 | +1.4% | 205 | +3.5% | 0.01% | 0.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $65,538 | +14.4% | 1,602 | +6.3% | 0.01% | 0.0% |
| EFX | Buy | EQUIFAX INC | $62,880 | +7.8% | 310 | +3.3% | 0.01% | 0.0% |
| TLH | New | ISHARES TR10-20 yr trs etf | $60,821 | – | 531 | +100.0% | 0.01% | – |
| WMB | Buy | WILLIAMS COS INC | $63,393 | +14.9% | 2,123 | +26.6% | 0.01% | +10.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $66,122 | +2.4% | 1,455 | +2.6% | 0.01% | -8.3% |
| AFL | Buy | AFLAC INC | $64,326 | -8.5% | 997 | +2.0% | 0.01% | -15.4% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $64,269 | +14.0% | 42 | +7.7% | 0.01% | +10.0% |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $62,784 | – | 1,290 | +100.0% | 0.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $64,010 | – | 2,047 | +100.0% | 0.01% | – |
| PCAR | Buy | PACCAR INC | $66,100 | +10.9% | 903 | +50.0% | 0.01% | 0.0% |
| XEL | Buy | XCEL ENERGY INC | $56,110 | +3.4% | 832 | +7.5% | 0.01% | 0.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $56,305 | +13.5% | 594 | +12.3% | 0.01% | +11.1% |
| CTVA | Buy | CORTEVA INC | $58,621 | +4.5% | 972 | +1.9% | 0.01% | 0.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $56,407 | +11.4% | 294 | +2.4% | 0.01% | +11.1% |
| VIAC | Buy | PARAMOUNT GLOBAL | $56,426 | +32.9% | 2,529 | +0.5% | 0.01% | +25.0% |
| SQ | Buy | BLOCK INCcl a | $57,117 | +15.9% | 832 | +6.1% | 0.01% | +11.1% |
| HPQ | Buy | HP INC | $59,933 | +19.3% | 2,042 | +9.3% | 0.01% | +11.1% |
| IQV | Buy | IQVIA HLDGS INC | $56,087 | +14.1% | 282 | +17.5% | 0.01% | +11.1% |
| HDV | Buy | ISHARES TRcore high dv etf | $56,475 | -1.5% | 556 | +1.1% | 0.01% | -9.1% |
| DOW | Buy | DOW INC | $58,219 | +16.6% | 1,062 | +7.2% | 0.01% | +11.1% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $58,881 | +11.5% | 666 | +1.7% | 0.01% | 0.0% |
| GWW | Buy | GRAINGER W W INC | $52,350 | +30.7% | 76 | +5.6% | 0.01% | +28.6% |
| AMP | Buy | AMERIPRISE FINL INC | $54,251 | +15.4% | 177 | +17.2% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $51,593 | +22.3% | 334 | +4.4% | 0.01% | +12.5% |
| HES | Buy | HESS CORP | $53,201 | +9.7% | 402 | +17.5% | 0.01% | 0.0% |
| VMW | Buy | VMWARE INC | $53,436 | +4.1% | 428 | +2.4% | 0.01% | 0.0% |
| IBN | Buy | ICICI BANK LIMITEDadr | $52,547 | +12.6% | 2,435 | +14.2% | 0.01% | 0.0% |
| BAX | Buy | BAXTER INTL INC | $48,956 | +410.9% | 1,207 | +542.0% | 0.01% | +350.0% |
| TDG | Buy | TRANSDIGM GROUP INC | $50,856 | +22.4% | 69 | +4.5% | 0.01% | +12.5% |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $50,565 | – | 1,083 | +100.0% | 0.01% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $50,498 | +2.6% | 451 | +7.6% | 0.01% | 0.0% |
| CMI | Buy | CUMMINS INC | $53,748 | +14.9% | 225 | +16.6% | 0.01% | 0.0% |
| ETSY | Buy | ETSY INC | $51,880 | -2.0% | 466 | +5.4% | 0.01% | -10.0% |
| KHC | Buy | KRAFT HEINZ CO | $53,983 | -3.7% | 1,396 | +1.4% | 0.01% | -10.0% |
| Buy | WARNER BROS DISCOVERY INC | $51,597 | +92.7% | 3,417 | +21.0% | 0.01% | +80.0% | |
| FTV | Buy | FORTIVE CORP | $44,447 | +10.3% | 652 | +4.0% | 0.01% | +14.3% |
| ILMN | Buy | ILLUMINA INC | $48,836 | +27.8% | 210 | +11.1% | 0.01% | +14.3% |
| WDAY | Buy | WORKDAY INCcl a | $43,993 | +24.6% | 213 | +0.9% | 0.01% | +14.3% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $47,129 | – | 1,124 | +100.0% | 0.01% | – |
| MSTR | Buy | MICROSTRATEGY INCcl a new | $48,525 | +260.8% | 166 | +74.7% | 0.01% | +300.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $44,382 | -5.2% | 170 | +1.8% | 0.01% | -11.1% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $43,309 | +54.6% | 125 | +5.0% | 0.01% | +60.0% |
| VRSN | Buy | VERISIGN INC | $46,493 | +17.9% | 220 | +14.6% | 0.01% | +14.3% |
| FAST | Buy | FASTENAL CO | $48,546 | +26.2% | 900 | +10.7% | 0.01% | +14.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $47,589 | -6.7% | 344 | +0.9% | 0.01% | -11.1% |
| DLTR | Buy | DOLLAR TREE INC | $45,362 | +11.4% | 316 | +9.7% | 0.01% | 0.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $46,122 | -6.1% | 326 | +3.8% | 0.01% | -11.1% |
| RMD | Buy | RESMED INC | $46,864 | +31.7% | 214 | +25.1% | 0.01% | +14.3% |
| BNS | Buy | BANK NOVA SCOTIA HALIFAX | $45,878 | +8.4% | 911 | +5.4% | 0.01% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $47,954 | +1.2% | 1,579 | +31.1% | 0.01% | -11.1% |
| TSCO | Buy | TRACTOR SUPPLY CO | $45,598 | +6.1% | 194 | +1.6% | 0.01% | 0.0% |
| CLX | Buy | CLOROX CO DEL | $46,681 | +17.9% | 295 | +4.6% | 0.01% | +14.3% |
| NI | Buy | NISOURCE INC | $48,261 | +3.1% | 1,726 | +1.1% | 0.01% | -11.1% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $41,640 | +44.0% | 694 | +41.6% | 0.01% | +40.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $39,316 | +36.4% | 908 | +16.7% | 0.01% | +40.0% |
| BMO | Buy | BANK MONTREAL QUE | $38,496 | +1.9% | 432 | +3.6% | 0.01% | 0.0% |
| New | DOUBLELINE ETF TRUSTopportunistic bd | $41,889 | – | 897 | +100.0% | 0.01% | – | |
| ECL | Buy | ECOLAB INC | $42,541 | +103.0% | 257 | +78.5% | 0.01% | +75.0% |
| PPG | Buy | PPG INDS INC | $37,803 | +20.7% | 283 | +13.7% | 0.01% | +16.7% |
| STT | Buy | STATE STR CORP | $41,100 | -0.6% | 543 | +1.9% | 0.01% | -12.5% |
| HMC | Buy | HONDA MOTOR LTD | $37,934 | +48.0% | 1,432 | +27.7% | 0.01% | +40.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $37,502 | +6.6% | 1,040 | +2.4% | 0.01% | +16.7% |
| GPC | Buy | GENUINE PARTS CO | $42,664 | -2.8% | 255 | +0.8% | 0.01% | -12.5% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $39,113 | +28.3% | 267 | +33.5% | 0.01% | +16.7% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $37,426 | -0.8% | 298 | +15.1% | 0.01% | 0.0% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $40,288 | +38.1% | 5,036 | +38.5% | 0.01% | +40.0% |
| Buy | RIVIAN AUTOMOTIVE INC | $41,455 | -0.3% | 2,678 | +18.7% | 0.01% | -12.5% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $39,255 | +14.9% | 253 | +2.4% | 0.01% | +16.7% |
| HHC | Buy | HOWARD HUGHES CORP | $41,520 | +6.7% | 519 | +2.0% | 0.01% | 0.0% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $34,437 | +16.1% | 228 | +20.6% | 0.01% | +20.0% |
| TSN | Buy | TYSON FOODS INCcl a | $37,075 | -1.7% | 625 | +3.1% | 0.01% | -14.3% |
| SPBO | New | SPDR SER TRportfolio crport | $31,853 | – | 1,089 | +100.0% | 0.01% | – |
| ULTA | Buy | ULTA BEAUTY INC | $33,286 | +26.7% | 61 | +8.9% | 0.01% | +20.0% |
| AME | Buy | AMETEK INC | $32,845 | +13.6% | 226 | +9.2% | 0.01% | +20.0% |
| SGEN | Buy | SEAGEN INC | $36,850 | +64.8% | 182 | +4.6% | 0.01% | +50.0% |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $31,872 | – | 632 | +100.0% | 0.01% | – |
| KB | Buy | KB FINL GROUP INCsponsored adr | $32,523 | -4.7% | 893 | +1.1% | 0.01% | 0.0% |
| CTLT | Buy | CATALENT INC | $32,198 | +87.8% | 490 | +28.6% | 0.01% | +100.0% |
| SJM | Buy | SMUCKER J M CO | $36,510 | +7.4% | 232 | +7.9% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $35,822 | -8.2% | 482 | +3.7% | 0.01% | -14.3% |
| COG | Buy | COTERRA ENERGY INC | $34,160 | +40.2% | 1,392 | +40.3% | 0.01% | +50.0% |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $34,456 | -2.0% | 1,279 | +1.6% | 0.01% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $37,339 | +6.1% | 289 | +4.7% | 0.01% | 0.0% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $32,168 | – | 401 | +100.0% | 0.01% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $36,722 | +33.8% | 280 | +17.2% | 0.01% | +20.0% |
| WF | Buy | WOORI FINL GROUP INCsponsored ads | $29,971 | -3.7% | 1,140 | +0.8% | 0.01% | -16.7% |
| CSGP | Buy | COSTAR GROUP INC | $27,747 | -5.0% | 403 | +6.6% | 0.01% | 0.0% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $27,981 | +25.0% | 581 | +1.4% | 0.01% | +25.0% |
| SUI | Buy | SUN CMNTYS INC | $26,767 | +2.8% | 190 | +4.4% | 0.01% | 0.0% |
| SE | Buy | SEA LTDsponsord ads | $26,484 | +266.2% | 306 | +120.1% | 0.01% | +400.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $29,807 | +28560.6% | 556 | +27700.0% | 0.01% | – |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $29,582 | +17.3% | 1,795 | +11.0% | 0.01% | 0.0% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $30,350 | – | 613 | +100.0% | 0.01% | – |
| CDW | Buy | CDW CORP | $25,920 | +34.4% | 133 | +23.1% | 0.01% | +25.0% |
| CBRE | Buy | CBRE GROUP INCcl a | $31,454 | +1.4% | 432 | +7.2% | 0.01% | -16.7% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $28,219 | -18.8% | 126 | +0.8% | 0.01% | -16.7% |
| UNM | Buy | UNUM GROUP | $26,980 | -2.4% | 682 | +1.2% | 0.01% | 0.0% |
| BLL | Buy | BALL CORP | $28,657 | +9.9% | 520 | +2.0% | 0.01% | 0.0% |
| OGN | Buy | ORGANON & CO | $28,624 | -11.3% | 1,217 | +5.4% | 0.01% | -16.7% |
| MOH | Buy | MOLINA HEALTHCARE INC | $28,086 | -10.5% | 105 | +10.5% | 0.01% | -16.7% |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $26,340 | -4.9% | 737 | +0.5% | 0.01% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $27,386 | +0.8% | 1,028 | +24.2% | 0.01% | 0.0% |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $28,320 | – | 556 | +100.0% | 0.01% | – |
| INCY | Buy | INCYTE CORP | $30,859 | -9.0% | 427 | +1.2% | 0.01% | -16.7% |
| LPL | Buy | LG DISPLAY CO LTDspons adr rep | $27,900 | +38.5% | 4,373 | +7.7% | 0.01% | +25.0% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $26,697 | -4.2% | 290 | +9.4% | 0.01% | 0.0% |
| IT | Buy | GARTNER INC | $28,342 | +15.5% | 87 | +19.2% | 0.01% | 0.0% |
| OKE | Buy | ONEOK INC NEW | $28,466 | +30.5% | 448 | +34.9% | 0.01% | +25.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $27,831 | +39.2% | 365 | +10.3% | 0.01% | +25.0% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $21,277 | +35.3% | 479 | +2.1% | 0.00% | +33.3% |
| VICI | Buy | VICI PPTYS INC | $20,257 | +8.9% | 621 | +8.2% | 0.00% | +33.3% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $20,973 | +13.9% | 69 | +6.2% | 0.00% | +33.3% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $21,659 | +49.0% | 61 | +41.9% | 0.00% | +33.3% |
| PPL | Buy | PPL CORP | $22,982 | +0.6% | 827 | +5.8% | 0.00% | 0.0% |
| HOLX | Buy | HOLOGIC INC | $23,484 | +13.3% | 291 | +5.1% | 0.00% | 0.0% |
| VTR | Buy | VENTAS INC | $24,059 | -2.3% | 555 | +1.6% | 0.00% | -20.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $22,637 | +32.3% | 1,421 | +32.6% | 0.00% | +33.3% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $24,486 | +94.9% | 77 | +57.1% | 0.00% | +100.0% |
| DFS | Buy | DISCOVER FINL SVCS | $25,896 | +14.6% | 262 | +13.4% | 0.00% | 0.0% |
| DTM | Buy | DT MIDSTREAM INC | $21,525 | -8.6% | 436 | +2.3% | 0.00% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $22,987 | +9.0% | 612 | +12.3% | 0.00% | 0.0% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $25,671 | -3.1% | 264 | +3.1% | 0.00% | -20.0% |
| CRH | Buy | CRH PLCadr | $22,637 | +34.2% | 445 | +5.0% | 0.00% | +33.3% |
| IMO | Buy | IMPERIAL OIL LTD | $23,677 | +8.9% | 466 | +4.5% | 0.00% | 0.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $25,487 | +45.0% | 804 | +13.1% | 0.00% | +33.3% |
| ESLT | Buy | ELBIT SYS LTDord | $21,276 | +70.7% | 125 | +64.5% | 0.00% | +100.0% |
| BWA | Buy | BORGWARNER INC | $23,033 | +112.7% | 469 | +74.3% | 0.00% | +100.0% |
| AVB | Buy | AVALONBAY CMNTYS INC | $21,512 | +4.9% | 128 | +0.8% | 0.00% | 0.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $22,440 | -7.8% | 322 | +0.3% | 0.00% | 0.0% |
| VEEV | Buy | VEEVA SYS INC | $21,687 | +14.9% | 118 | +0.9% | 0.00% | +33.3% |
| GPN | Buy | GLOBAL PMTS INC | $25,152 | +105.9% | 239 | +94.3% | 0.00% | +100.0% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $20,397 | +8.0% | 8,792 | +2.4% | 0.00% | +33.3% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $22,697 | +25.9% | 6,151 | +0.7% | 0.00% | +33.3% |
| ORI | Buy | OLD REP INTL CORP | $22,548 | +4.1% | 903 | +0.7% | 0.00% | 0.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $24,405 | -1.7% | 810 | +1.1% | 0.00% | -20.0% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $22,941 | +22.9% | 241 | +0.8% | 0.00% | +33.3% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $24,416 | +48.2% | 846 | +51.6% | 0.00% | +33.3% |
| CNP | Buy | CENTERPOINT ENERGY INC | $18,147 | -0.5% | 616 | +1.3% | 0.00% | 0.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $19,795 | +53.3% | 901 | +75.0% | 0.00% | +50.0% |
| UAL | Buy | UNITED AIRLS HLDGS INC | $17,435 | +19.2% | 394 | +1.5% | 0.00% | 0.0% |
| BIDU | Buy | BAIDU INCspon adr rep a | $15,847 | +201.2% | 105 | +128.3% | 0.00% | +200.0% |
| KEP | Buy | KOREA ELEC PWR CORPsponsored adr | $19,383 | -19.6% | 2,793 | +0.1% | 0.00% | -25.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $17,688 | -2.2% | 953 | +13.6% | 0.00% | 0.0% |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $17,795 | +27.6% | 3,654 | +23.4% | 0.00% | 0.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $19,988 | +29.6% | 206 | +17.0% | 0.00% | 0.0% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $19,711 | +10.3% | 179 | +4.1% | 0.00% | 0.0% |
| AVTR | Buy | AVANTOR INC | $16,236 | +2.8% | 768 | +2.5% | 0.00% | 0.0% |
| DASH | Buy | DOORDASH INCcl a | $16,398 | +121.0% | 258 | +69.7% | 0.00% | +200.0% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $18,019 | +69.9% | 36 | +20.0% | 0.00% | +50.0% |
| RDY | Buy | DR REDDYS LABS LTDadr | $16,282 | +12.0% | 286 | +1.8% | 0.00% | 0.0% |
| FSLR | Buy | FIRST SOLAR INC | $16,095 | +76.2% | 74 | +21.3% | 0.00% | +50.0% |
| NTRA | Buy | NATERA INC | $14,935 | +41.4% | 269 | +2.3% | 0.00% | +50.0% |
| Buy | NATWEST GROUP PLCspons adr | $15,404 | +22.1% | 2,334 | +19.5% | 0.00% | +50.0% | |
| STLD | Buy | STEEL DYNAMICS INC | $17,637 | +177.7% | 156 | +140.0% | 0.00% | +200.0% |
| ATO | Buy | ATMOS ENERGY CORP | $15,169 | +13.7% | 135 | +13.4% | 0.00% | +50.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $18,774 | +6.6% | 107 | +5.9% | 0.00% | 0.0% |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $15,518 | +75.9% | 556 | +69.5% | 0.00% | +50.0% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $16,647 | +89.4% | 783 | +45.5% | 0.00% | +50.0% |
| NICE | Buy | NICE LTDsponsored adr | $16,938 | +54.5% | 74 | +29.8% | 0.00% | +50.0% |
| NOK | Buy | NOKIA CORPsponsored adr | $17,843 | +6.7% | 3,634 | +0.8% | 0.00% | 0.0% |
| NMR | Buy | NOMURA HLDGS INCsponsored adr | $18,848 | +9.9% | 4,960 | +8.4% | 0.00% | 0.0% |
| PACW | Buy | PACWEST BANCORP DEL | $19,411 | -42.8% | 1,995 | +34.9% | 0.00% | -50.0% |
| JBGS | Buy | JBG SMITH PPTYS | $13,313 | -14.1% | 884 | +8.2% | 0.00% | -33.3% |
| JBL | Buy | JABIL INC | $11,461 | +32.3% | 130 | +2.4% | 0.00% | 0.0% |
| JLL | Buy | JONES LANG LASALLE INC | $11,785 | -7.6% | 81 | +1.2% | 0.00% | 0.0% |
| JNPR | Buy | JUNIPER NETWORKS INC | $12,426 | +14.7% | 361 | +6.5% | 0.00% | 0.0% |
| ARW | Buy | ARROW ELECTRS INC | $9,615 | +27.7% | 77 | +6.9% | 0.00% | +100.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $9,576 | +109.7% | 1,165 | +184.1% | 0.00% | +100.0% |
| LKQ | Buy | LKQ CORP | $11,749 | +11.7% | 207 | +5.1% | 0.00% | 0.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $9,000 | +115.2% | 23 | +53.3% | 0.00% | +100.0% |
| Buy | ATLASSIAN CORPORATIONcl a | $9,586 | +186.5% | 56 | +115.4% | 0.00% | +100.0% | |
| LNC | Buy | LINCOLN NATL CORP IND | $9,909 | +3.1% | 441 | +40.9% | 0.00% | 0.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $8,960 | +1724.8% | 3,381 | +3496.8% | 0.00% | – |
| AXON | Buy | AXON ENTERPRISE INC | $13,491 | +37.8% | 60 | +1.7% | 0.00% | 0.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $14,308 | +3.0% | 60 | +7.1% | 0.00% | -33.3% |
| Buy | GLOBALFOUNDRIES INCordinary shares g39387 | $9,311 | +37.1% | 129 | +2.4% | 0.00% | +100.0% | |
| BBY | Buy | BEST BUY INC | $9,392 | +3.6% | 120 | +6.2% | 0.00% | 0.0% |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $12,456 | -6.9% | 98 | +3.2% | 0.00% | 0.0% |
| BIO | Buy | BIO RAD LABS INCcl a | $11,496 | +51.9% | 24 | +33.3% | 0.00% | +100.0% |
| TECH | Buy | BIO-TECHNE CORP | $12,093 | +45.9% | 163 | +63.0% | 0.00% | 0.0% |
| UDR | Buy | UDR INC | $8,664 | +7.5% | 211 | +1.4% | 0.00% | +100.0% |
| ME | New | 23ANDME HOLDING CO | $12,643 | – | 5,545 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INCcl a | $11,927 | +119.4% | 179 | +61.3% | 0.00% | +100.0% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $13,735 | +93.3% | 393 | +52.3% | 0.00% | +100.0% |
| ZION | Buy | ZIONS BANCORPORATION N A | $10,356 | -15.1% | 346 | +39.5% | 0.00% | 0.0% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $13,117 | +9.4% | 132 | +0.8% | 0.00% | 0.0% |
| CMS | Buy | CMS ENERGY CORP | $10,128 | +8.1% | 165 | +11.5% | 0.00% | 0.0% |
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $12,593 | +32.8% | 258 | +13.2% | 0.00% | 0.0% |
| XPEV | Buy | XPENG INCads | $10,155 | +408.3% | 914 | +354.7% | 0.00% | – |
| CCJ | Buy | CAMECO CORP | $13,006 | +49.0% | 497 | +29.1% | 0.00% | 0.0% |
| TDOC | Buy | TELADOC HEALTH INC | $10,101 | +281.3% | 390 | +248.2% | 0.00% | – |
| CE | Buy | CELANESE CORP DEL | $11,542 | +8.5% | 106 | +1.9% | 0.00% | 0.0% |
| TRGP | Buy | TARGA RES CORP | $12,474 | +3.5% | 171 | +4.3% | 0.00% | 0.0% |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $10,983 | +16.5% | 150 | +2.0% | 0.00% | 0.0% |
| AGNC | Buy | AGNC INVT CORP | $8,770 | -1.6% | 870 | +1.0% | 0.00% | 0.0% |
| ALK | Buy | ALASKA AIR GROUP INC | $13,133 | +110.9% | 313 | +115.9% | 0.00% | +100.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $12,087 | +15.8% | 150 | +7.9% | 0.00% | 0.0% |
| CMA | Buy | COMERICA INC | $12,635 | +139.3% | 291 | +268.4% | 0.00% | +100.0% |
| AOS | Buy | SMITH A O CORP | $12,654 | +23.5% | 183 | +2.2% | 0.00% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $13,459 | +236.1% | 90 | +190.3% | 0.00% | +100.0% |
| WRK | Buy | WESTROCK CO | $13,194 | +43.2% | 433 | +65.3% | 0.00% | 0.0% |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $10,023 | – | 514 | +100.0% | 0.00% | – |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $10,173 | +20.4% | 253 | +20.5% | 0.00% | 0.0% |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $14,328 | – | 550 | +100.0% | 0.00% | – |
| WDC | Buy | WESTERN DIGITAL CORP. | $12,657 | +31.1% | 336 | +9.8% | 0.00% | 0.0% |
| DEI | New | DOUGLAS EMMETT INC | $10,370 | – | 841 | +100.0% | 0.00% | – |
| EQT | Buy | EQT CORP | $13,753 | +15.2% | 431 | +22.1% | 0.00% | 0.0% |
| EWBC | Buy | EAST WEST BANCORP INC | $9,047 | +59.6% | 163 | +89.5% | 0.00% | +100.0% |
| SPIP | New | SPDR SER TRportfli tips etf | $9,548 | – | 358 | +100.0% | 0.00% | – |
| ENTG | Buy | ENTEGRIS INC | $14,106 | +32.7% | 172 | +6.2% | 0.00% | 0.0% |
| ETR | Buy | ENTERGY CORP NEW | $14,006 | +10.2% | 130 | +15.0% | 0.00% | 0.0% |
| RBA | Buy | RITCHIE BROS AUCTIONEERS | $8,669 | +35.1% | 154 | +38.7% | 0.00% | +100.0% |
| ERIC | Buy | ERICSSONadr b sek 10 | $12,601 | +456.1% | 2,154 | +455.2% | 0.00% | – |
| FHN | Buy | FIRST HORIZON CORPORATION | $11,041 | -10.8% | 621 | +23.0% | 0.00% | 0.0% |
| FE | Buy | FIRSTENERGY CORP | $12,258 | +4.0% | 306 | +8.9% | 0.00% | 0.0% |
| TLK | Buy | P T TELEKOMUNIKASI INDONESIAsponsored adr | $10,853 | +14.9% | 398 | +0.5% | 0.00% | 0.0% |
| FOXA | Buy | FOX CORP | $9,738 | +18.3% | 286 | +5.5% | 0.00% | 0.0% |
| PKG | Buy | PACKAGING CORP AMER | $9,163 | +19.4% | 66 | +10.0% | 0.00% | +100.0% |
| PTC | Buy | PTC INC | $9,104 | +35.4% | 71 | +26.8% | 0.00% | +100.0% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $13,629 | – | 102 | +100.0% | 0.00% | – |
| PCG | Buy | PG&E CORP | $12,742 | +1.9% | 788 | +2.5% | 0.00% | 0.0% |
| NDSN | Buy | NORDSON CORP | $9,557 | +67.5% | 43 | +79.2% | 0.00% | +100.0% |
| NWSA | Buy | NEWS CORP NEWcl a | $13,073 | +125.9% | 757 | +138.1% | 0.00% | +100.0% |
| NTES | Buy | NETEASE INCsponsored ads | $13,089 | +157.5% | 148 | +111.4% | 0.00% | +100.0% |
| APA | Buy | APA CORPORATION | $13,486 | +96.5% | 374 | +154.4% | 0.00% | +100.0% |
| IEX | Buy | IDEX CORP | $10,396 | +13.8% | 45 | +12.5% | 0.00% | 0.0% |
| MUR | Buy | MURPHY OIL CORP | $9,097 | -7.2% | 246 | +7.9% | 0.00% | 0.0% |
| Buy | APOLLO GLOBAL MGMT INC | $13,327 | +2.9% | 211 | +3.9% | 0.00% | 0.0% | |
| MT | Buy | ARCELORMITTAL SA LUXEMBOURGny registry sh | $10,994 | +29.4% | 365 | +12.7% | 0.00% | 0.0% |
| DT | Buy | DYNATRACE INC | $5,372 | +15.0% | 127 | +4.1% | 0.00% | 0.0% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $6,932 | +2.5% | 57 | +23.9% | 0.00% | 0.0% |
| WMS | Buy | ADVANCED DRAIN SYS INC DEL | $3,789 | +10.0% | 45 | +7.1% | 0.00% | 0.0% |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $5,236 | – | 99 | +100.0% | 0.00% | – |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $7,290 | -6.8% | 60 | +5.3% | 0.00% | 0.0% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $6,341 | +26.9% | 76 | +4.1% | 0.00% | 0.0% |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $4,074 | – | 1,555 | +100.0% | 0.00% | – |
| BSAC | Buy | BANCO SANTANDER CHILE NEW | $5,527 | +98.2% | 310 | +76.1% | 0.00% | 0.0% |
| CIB | Buy | BANCOLOMBIA S Aspon adr pref | $3,242 | +13.6% | 129 | +29.0% | 0.00% | 0.0% |
| Buy | BATH & BODY WORKS INC | $7,316 | -5.1% | 200 | +9.3% | 0.00% | 0.0% | |
| BGNE | Buy | BEIGENE LTDsponsored adr | $4,742 | +13.5% | 22 | +15.8% | 0.00% | 0.0% |
| BSY | Buy | BENTLEY SYS INC | $3,525 | +23.9% | 82 | +6.5% | 0.00% | 0.0% |
| WRB | Buy | BERKLEY W R CORP | $7,035 | -2.1% | 113 | +14.1% | 0.00% | 0.0% |
| BILI | Buy | BILIBILI INCspons ads rep z | $6,839 | +109.2% | 291 | +110.9% | 0.00% | 0.0% |
| BHF | Buy | BRIGHTHOUSE FINL INC | $3,308 | -11.6% | 75 | +2.7% | 0.00% | 0.0% |
| BFA | Buy | BROWN FORMAN CORPcl a | $6,258 | +16.1% | 96 | +17.1% | 0.00% | 0.0% |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $5,235 | +12.8% | 39 | +5.4% | 0.00% | 0.0% |
| CNA | Buy | CNA FINL CORP | $3,005 | +26.9% | 77 | +37.5% | 0.00% | – |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $4,508 | +210.0% | 43 | +230.8% | 0.00% | – |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $7,901 | +16.3% | 124 | +4.2% | 0.00% | 0.0% |
| COLB | New | COLUMBIA BKG SYS INC | $8,504 | – | 397 | +100.0% | 0.00% | – |
| CBSH | Buy | COMMERCE BANCSHARES INC | $4,260 | +525.6% | 73 | +630.0% | 0.00% | – |
| CIG | Buy | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $6,931 | +113.4% | 3,094 | +93.4% | 0.00% | 0.0% |
| CCK | Buy | CROWN HLDGS INC | $4,053 | +7.2% | 49 | +6.5% | 0.00% | 0.0% |
| CFR | Buy | CULLEN FROST BANKERS INC | $4,214 | +5.1% | 40 | +33.3% | 0.00% | 0.0% |
| DQ | Buy | DAQO NEW ENERGY CORPspnsrd ads new | $5,106 | +37.7% | 109 | +13.5% | 0.00% | 0.0% |
| Buy | EMBECTA CORP | $4,162 | +27.6% | 148 | +14.7% | 0.00% | 0.0% | |
| EXEL | Buy | EXELIXIS INC | $4,930 | +29.7% | 254 | +7.2% | 0.00% | 0.0% |
| FLS | Buy | FLOWSERVE CORP | $2,924 | +17.7% | 86 | +6.2% | 0.00% | – |
| FUTU | Buy | FUTU HLDGS LTDspon ads cl a | $8,452 | +31.6% | 163 | +3.2% | 0.00% | 0.0% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $4,848 | – | 171 | +100.0% | 0.00% | – |
| GGG | Buy | GRACO INC | $3,139 | +16.7% | 43 | +7.5% | 0.00% | – |
| COMB | New | GRANITESHARES ETF TR | $3,400 | – | 160 | +100.0% | 0.00% | – |
| HEI | Buy | HEICO CORP NEW | $3,250 | +32.2% | 19 | +18.8% | 0.00% | – |
| HEIA | Buy | HEICO CORP NEWcl a | $3,533 | +34.0% | 26 | +18.2% | 0.00% | – |
| HUBB | Buy | HUBBELL INC | $7,543 | +10.8% | 31 | +6.9% | 0.00% | 0.0% |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $4,278 | – | 26 | +100.0% | 0.00% | – |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $5,508 | – | 125 | +100.0% | 0.00% | – |
| IAU | New | ISHARES GOLD TRishares new | $4,335 | – | 116 | +100.0% | 0.00% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $6,717 | – | 149 | +100.0% | 0.00% | – |
| IYW | Buy | ISHARES TRu.s. tech etf | $4,919 | +2105.8% | 53 | +1666.7% | 0.00% | – |
| BEKE | Buy | KE HLDGS INCsponsored ads | $6,368 | +293.3% | 338 | +191.4% | 0.00% | – |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $7,041 | +1.1% | 370 | +8.2% | 0.00% | 0.0% |
| KGC | Buy | KINROSS GOLD CORP | $5,822 | +20.0% | 1,236 | +4.2% | 0.00% | 0.0% |
| KSS | Buy | KOHLS CORP | $3,296 | +1.2% | 140 | +8.5% | 0.00% | 0.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $5,909 | +32.7% | 322 | +8.4% | 0.00% | 0.0% |
| LPLA | Buy | LPL FINL HLDGS INC | $8,501 | +0.8% | 42 | +7.7% | 0.00% | -50.0% |
| LEA | Buy | LEAR CORP | $6,277 | +36.8% | 45 | +21.6% | 0.00% | 0.0% |
| LENB | Buy | LENNAR CORPcl b | $4,466 | +38.9% | 50 | +16.3% | 0.00% | 0.0% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $4,340 | +211.1% | 62 | +210.0% | 0.00% | – |
| LYFT | Buy | LYFT INC | $3,467 | +261.5% | 374 | +329.9% | 0.00% | – |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $3,458 | +855.2% | 93 | +1062.5% | 0.00% | – |
| MHK | Buy | MOHAWK INDS INC | $5,612 | +89.3% | 56 | +93.1% | 0.00% | 0.0% |
| MNTV | Buy | MOMENTIVE GLOBAL INC | $2,889 | +49.5% | 310 | +12.3% | 0.00% | – |
| NFG | Buy | NATIONAL FUEL GAS CO | $6,120 | +51.1% | 106 | +65.6% | 0.00% | 0.0% |
| NWS | Buy | NEWS CORP NEWcl b | $6,414 | +124.4% | 368 | +137.4% | 0.00% | 0.0% |
| NLOK | Buy | GEN DIGITAL INC | $8,563 | +25.3% | 499 | +56.4% | 0.00% | 0.0% |
| OC | Buy | OWENS CORNING NEW | $6,227 | +17.7% | 65 | +4.8% | 0.00% | 0.0% |
| PBF | Buy | PBF ENERGY INCcl a | $4,032 | +43.3% | 93 | +34.8% | 0.00% | 0.0% |
| PDCE | Buy | PDC ENERGY INC | $4,878 | +13.0% | 76 | +11.8% | 0.00% | 0.0% |
| PTON | Buy | PELOTON INTERACTIVE INC | $4,400 | +82.3% | 388 | +27.6% | 0.00% | – |
| PBRA | New | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $6,190 | – | 667 | +100.0% | 0.00% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $6,195 | – | 594 | +100.0% | 0.00% | – |
| PPC | Buy | PILGRIMS PRIDE CORP | $5,378 | +6.9% | 232 | +9.4% | 0.00% | 0.0% |
| POOL | Buy | POOL CORP | $4,794 | +428.6% | 14 | +366.7% | 0.00% | – |
| RKT | Buy | ROCKET COS INC | $4,757 | +32.5% | 525 | +2.3% | 0.00% | 0.0% |
| ROL | Buy | ROLLINS INC | $5,479 | +28.2% | 146 | +24.8% | 0.00% | 0.0% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $6,383 | – | 169 | +100.0% | 0.00% | – |
| New | SAFEHOLD INC | $3,038 | – | 102 | +100.0% | 0.00% | – | |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $6,394 | – | 193 | +100.0% | 0.00% | – |
| SEE | Buy | SEALED AIR CORP NEW | $6,290 | +3.4% | 137 | +12.3% | 0.00% | 0.0% |
| SNV | Buy | SYNOVUS FINL CORP | $4,594 | -12.0% | 149 | +7.2% | 0.00% | 0.0% |
| SNX | Buy | TD SYNNEX CORPORATION | $7,356 | +25.3% | 76 | +22.6% | 0.00% | 0.0% |
| TCOM | Buy | TRIP COM GROUP LTDads | $7,270 | +11.8% | 193 | +2.1% | 0.00% | 0.0% |
| TSP | Buy | TUSIMPLE HLDGS INCcl a | $6,515 | -2.4% | 4,432 | +8.8% | 0.00% | 0.0% |
| PATH | Buy | UIPATH INCcl a | $3,969 | +44.6% | 226 | +4.6% | 0.00% | 0.0% |
| U | Buy | UNITY SOFTWARE INC | $7,494 | +32.4% | 231 | +16.7% | 0.00% | 0.0% |
| EMLC | New | VANECK ETF TRUSTjp mrgan em loc | $6,212 | – | 246 | +100.0% | 0.00% | – |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $5,021 | +4.4% | 105 | +1.9% | 0.00% | 0.0% |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,083 | – | 76 | +100.0% | 0.00% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,560 | +1119.3% | 71 | +1083.3% | 0.00% | – |
| VMEO | Buy | VIMEO INC | $3,129 | +79.6% | 817 | +60.8% | 0.00% | – |
| VST | Buy | VISTRA CORP | $3,312 | +9.8% | 138 | +6.2% | 0.00% | 0.0% |
| New | VITESSE ENERGY INC | $4,130 | – | 217 | +100.0% | 0.00% | – | |
| VNO | Buy | VORNADO RLTY TRsh ben int | $4,058 | +129.4% | 264 | +210.6% | 0.00% | – |
| WAL | Buy | WESTERN ALLIANCE BANCORP | $5,686 | +76.8% | 160 | +196.3% | 0.00% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $3,433 | -2.9% | 26 | +4.0% | 0.00% | 0.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $5,070 | +43.1% | 114 | +3.6% | 0.00% | 0.0% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $8,484 | +36.5% | 125 | +26.3% | 0.00% | 0.0% |
| HLF | New | HERBALIFE NUTRITION LTD | $3,027 | – | 188 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PAC PPTYS INC | $2,361 | – | 355 | +100.0% | 0.00% | – |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $2,763 | +12.8% | 16 | +14.3% | 0.00% | – |
| HOPE | Buy | HOPE BANCORP INC | $1,444 | +34.2% | 147 | +75.0% | 0.00% | – |
| HMST | Buy | HOMESTREET INC | $2,842 | +1372.5% | 158 | +2157.1% | 0.00% | – |
| MASS | New | 908 DEVICES INC | $1,032 | – | 120 | +100.0% | 0.00% | – |
| HIW | Buy | HIGHWOODS PPTYS INC | $1,855 | +2108.3% | 80 | +2566.7% | 0.00% | – |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $1,215 | +49.8% | 101 | +74.1% | 0.00% | – |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $852 | – | 48 | +100.0% | 0.00% | – |
| OGE | Buy | OGE ENERGY CORP | $1,017 | -1.1% | 27 | +3.8% | 0.00% | – |
| OAS | Buy | CHORD ENERGY CORPORATION | $1,077 | +686.1% | 8 | +700.0% | 0.00% | – |
| HCI | New | HCI GROUP INC | $697 | – | 13 | +100.0% | 0.00% | – |
| OII | Buy | OCEANEERING INTL INC | $1,957 | +69.6% | 111 | +68.2% | 0.00% | – |
| TV | Buy | GRUPO TELEVISA S A Bspon adr rep ord | $2,222 | +517.2% | 420 | +431.6% | 0.00% | – |
| KRTX | Buy | KARUNA THERAPEUTICS INC | $545 | +38.7% | 3 | +50.0% | 0.00% | – |
| MCB | New | METROPOLITAN BK HLDG CORP | $102 | – | 3 | +100.0% | 0.00% | – |
| JAMF | New | JAMF HLDG CORP | $136 | – | 7 | +100.0% | 0.00% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $1,775 | – | 20 | +100.0% | 0.00% | – |
| MOFG | New | MIDWESTONE FINL GROUP INC NE | $659 | – | 27 | +100.0% | 0.00% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $2,408 | – | 55 | +100.0% | 0.00% | – |
| New | IONQ INC | $166 | – | 27 | +100.0% | 0.00% | – | |
| MORN | Buy | MORNINGSTAR INC | $1,218 | +40.6% | 6 | +50.0% | 0.00% | – |
| NGM | New | NGM BIOPHARMACEUTICALS INC | $1,812 | – | 444 | +100.0% | 0.00% | – |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $2,280 | +60.7% | 30 | +114.3% | 0.00% | – |
| INGN | Buy | INOGEN INC | $449 | -26.5% | 36 | +16.1% | 0.00% | – |
| NTCO | New | NATURA &CO HLDG S Aads | $1,096 | – | 210 | +100.0% | 0.00% | – |
| NATR | New | NATURES SUNSHINE PRODS INC | $184 | – | 18 | +100.0% | 0.00% | – |
| IBTX | New | INDEPENDENT BANK GROUP INC | $927 | – | 20 | +100.0% | 0.00% | – |
| New | OMNIAB INC | $265 | – | 72 | +100.0% | 0.00% | – | |
| OMF | Buy | ONEMAIN HLDGS INC | $334 | +151.1% | 9 | +125.0% | 0.00% | – |
| LPRO | Buy | OPEN LENDING CORP | $634 | +260.2% | 90 | +246.2% | 0.00% | – |
| GLDD | New | GREAT LAKES DREDGE & DOCK CO | $277 | – | 51 | +100.0% | 0.00% | – |
| GTN | New | GRAY TELEVISION INC | $235 | – | 27 | +100.0% | 0.00% | – |
| Buy | ORION OFFICE REIT INC | $817 | +1067.1% | 122 | +1425.0% | 0.00% | – | |
| OVV | Buy | OVINTIV INC | $2,381 | -7.9% | 66 | +29.4% | 0.00% | – |
| OMI | New | OWENS & MINOR INC NEW | $160 | – | 11 | +100.0% | 0.00% | – |
| CNXN | Buy | PC CONNECTION INC | $944 | +25.9% | 21 | +31.2% | 0.00% | – |
| GDEN | Buy | GOLDEN ENTMT INC | $1,523 | +139.5% | 35 | +105.9% | 0.00% | – |
| PNM | New | PNM RES INC | $2,677 | – | 55 | +100.0% | 0.00% | – |
| GLT | New | GLATFELTER CORPORATION | $223 | – | 70 | +100.0% | 0.00% | – |
| GBCI | Buy | GLACIER BANCORP INC NEW | $1,134 | +91.2% | 27 | +125.0% | 0.00% | – |
| PVH | Buy | PVH CORPORATION | $1,962 | +46.3% | 22 | +15.8% | 0.00% | – |
| GEVO | New | GEVO INC | $177 | – | 115 | +100.0% | 0.00% | – |
| GNTX | Buy | GENTEX CORP | $869 | +298.6% | 31 | +287.5% | 0.00% | – |
| GME | Buy | GAMESTOP CORP NEWcl a | $1,105 | +66.2% | 48 | +33.3% | 0.00% | – |
| Buy | GXO LOGISTICS INCORPORATED | $2,876 | +24.8% | 57 | +5.6% | 0.00% | – | |
| PAR | Buy | PAR TECHNOLOGY CORP | $1,019 | +459.9% | 30 | +328.6% | 0.00% | – |
| FLGT | New | FULGENT GENETICS INC | $500 | – | 16 | +100.0% | 0.00% | – |
| FLGB | New | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $2,494 | – | 103 | +100.0% | 0.00% | – |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $2,269 | +41.0% | 16 | +14.3% | 0.00% | – |
| FOX | Buy | FOX CORP | $1,096 | +24.3% | 35 | +12.9% | 0.00% | – |
| FLR | New | FLUOR CORP NEW | $711 | – | 23 | +100.0% | 0.00% | – |
| WOOF | New | PETCO HEALTH & WELLNESS CO I | $630 | – | 70 | +100.0% | 0.00% | – |
| PETS | Buy | PETMED EXPRESS INC | $2,176 | +926.4% | 134 | +1016.7% | 0.00% | – |
| PAHC | Buy | PHIBRO ANIMAL HEALTH CORP | $552 | +87.1% | 36 | +63.6% | 0.00% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $2,112 | -76.9% | 151 | +101.3% | 0.00% | -100.0% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $1,875 | +326.1% | 34 | +466.7% | 0.00% | – |
| FMBH | New | FIRST MID ILL BANCSHARES INC | $1,960 | – | 72 | +100.0% | 0.00% | – |
| FLIC | New | FIRST LONG IS CORP | $608 | – | 45 | +100.0% | 0.00% | – |
| PLNT | Buy | PLANET FITNESS INCcl a | $466 | +97.5% | 6 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC | $332 | – | 3 | +100.0% | 0.00% | – |
| BPOP | New | POPULAR INC | $1,148 | – | 20 | +100.0% | 0.00% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | 0 | +100.0% | 0.00% | – |
| PCH | Buy | POTLATCHDELTIC CORPORATION | $2,871 | +25.5% | 58 | +11.5% | 0.00% | – |
| PINC | Buy | PREMIER INCcl a | $486 | +131.4% | 15 | +150.0% | 0.00% | – |
| PBH | Buy | PRESTIGE CONSMR HEALTHCARE I | $2,818 | +21.7% | 45 | +21.6% | 0.00% | – |
| FIBK | New | FIRST INTST BANCSYSTEM INC | $1,941 | – | 65 | +100.0% | 0.00% | – |
| PRA | New | PROASSURANCE CORP | $203 | – | 11 | +100.0% | 0.00% | – |
| PRGS | Buy | PROGRESS SOFTWARE CORP | $2,068 | +36.6% | 36 | +20.0% | 0.00% | – |
| FFWM | New | FIRST FNDTN INC | $901 | – | 121 | +100.0% | 0.00% | – |
| PRLB | Buy | PROTO LABS INC | $961 | +79.3% | 29 | +38.1% | 0.00% | – |
| FFIN | Buy | FIRST FINL BANKSHARES INC | $2,680 | +387.3% | 84 | +425.0% | 0.00% | – |
| FHI | Buy | FEDERATED HERMES INCcl b | $2,007 | +28.6% | 50 | +16.3% | 0.00% | – |
| QSI | New | QUANTUM SI INC | $590 | – | 335 | +100.0% | 0.00% | – |
| QS | Buy | QUANTUMSCAPE CORP | $1,652 | +191.4% | 202 | +102.0% | 0.00% | – |
| RH | Buy | RH | $1,948 | +4.2% | 8 | +14.3% | 0.00% | – |
| Buy | RXO INC | $196 | +63.3% | 10 | +42.9% | 0.00% | – | |
| RDN | New | RADIAN GROUP INC | $221 | – | 10 | +100.0% | 0.00% | – |
| PACK | New | RANPAK HOLDINGS CORP | $308 | – | 59 | +100.0% | 0.00% | – |
| RRR | New | RED ROCK RESORTS INCcl a | $802 | – | 18 | +100.0% | 0.00% | – |
| Buy | ESAB CORPORATION | $118 | +151.1% | 2 | +100.0% | 0.00% | – | |
| REX | New | REX AMERICAN RES CORP | $372 | – | 13 | +100.0% | 0.00% | – |
| REI | Buy | RING ENERGY INC | $515 | +8.0% | 271 | +39.7% | 0.00% | – |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $777 | – | 19 | +100.0% | 0.00% | – |
| New | ENVIVA INC | $578 | – | 20 | +100.0% | 0.00% | – | |
| Buy | ROBINHOOD MKTS INC | $1,670 | +27.4% | 172 | +6.8% | 0.00% | – | |
| EBF | Buy | ENNIS INC | $1,308 | +40.5% | 62 | +47.6% | 0.00% | – |
| New | ENHABIT INC | $737 | – | 53 | +100.0% | 0.00% | – | |
| ENIC | New | ENEL CHILE S.A.sponsored adr | $1,142 | – | 423 | +100.0% | 0.00% | – |
| EHC | Buy | ENCOMPASS HEALTH CORP | $487 | +62.9% | 9 | +80.0% | 0.00% | – |
| SEIC | Buy | SEI INVTS CO | $1,266 | +97.5% | 22 | +100.0% | 0.00% | – |
| Buy | SL GREEN RLTY CORP | $1,670 | +350.1% | 71 | +545.5% | 0.00% | – | |
| SM | Buy | SM ENERGY CO | $1,267 | +230.8% | 45 | +309.1% | 0.00% | – |
| EBC | New | EASTERN BANKSHARES INC | $1,527 | – | 121 | +100.0% | 0.00% | – |
| DEA | New | EASTERLY GOVT PPTYS INC | $316 | – | 23 | +100.0% | 0.00% | – |
| EGRX | New | EAGLE PHARMACEUTICALS INC | $284 | – | 10 | +100.0% | 0.00% | – |
| EPR | Buy | EPR PPTYS | $2,400 | +6.1% | 63 | +5.0% | 0.00% | – |
| SSRM | New | SSR MINING IN | $937 | – | 62 | +100.0% | 0.00% | – |
| SAFT | New | SAFETY INS GROUP INC | $298 | – | 4 | +100.0% | 0.00% | – |
| JOE | New | ST JOE CO | $333 | – | 8 | +100.0% | 0.00% | – |
| SGMO | New | SANGAMO THERAPEUTICS INC | $1,255 | – | 713 | +100.0% | 0.00% | – |
| SCHL | Buy | SCHOLASTIC CORP | $1,198 | +21.4% | 35 | +40.0% | 0.00% | – |
| DCI | Buy | DONALDSON INC | $1,372 | +191.3% | 21 | +162.5% | 0.00% | – |
| DIN | New | DINE BRANDS GLOBAL INC | $203 | – | 3 | +100.0% | 0.00% | – |
| DDS | Buy | DILLARDS INCcl a | $1,846 | +185.8% | 6 | +200.0% | 0.00% | – |
| Buy | DIGITALBRIDGE GROUP INCcl a new | $1,187 | +48.6% | 99 | +35.6% | 0.00% | – | |
| DAN | New | DANA INC | $271 | – | 18 | +100.0% | 0.00% | – |
| CURO | New | CURO GROUP HOLDINGS CORP | $462 | – | 267 | +100.0% | 0.00% | – |
| New | CUE HEALTH INC | $271 | – | 149 | +100.0% | 0.00% | – | |
| CYRX | New | CRYOPORT INC | $192 | – | 8 | +100.0% | 0.00% | – |
| CACC | New | CREDIT ACCEP CORP MICH | $1,308 | – | 3 | +100.0% | 0.00% | – |
| New | CRANE COMPANY | $2,043 | – | 18 | +100.0% | 0.00% | – | |
| SEER | Buy | SEER INC | $421 | -26.7% | 109 | +10.1% | 0.00% | – |
| SMTC | Buy | SEMTECH CORP | $2,221 | +103.8% | 92 | +142.1% | 0.00% | – |
| SHAK | New | SHAKE SHACK INCcl a | $222 | – | 4 | +100.0% | 0.00% | – |
| SHEN | Buy | SHENANDOAH TELECOMMUNICATION | $1,103 | +57.8% | 58 | +31.8% | 0.00% | – |
| CRVL | New | CORVEL CORP | $951 | – | 5 | +100.0% | 0.00% | – |
| New | COREBRIDGE FINL INC | $849 | – | 53 | +100.0% | 0.00% | – | |
| New | SITIO ROYALTIES CORP | $1,153 | – | 51 | +100.0% | 0.00% | – | |
| SKX | Buy | SKECHERS U S A INCcl a | $475 | +126.2% | 10 | +100.0% | 0.00% | – |
| SWBI | Buy | SMITH & WESSON BRANDS INC | $2,068 | +278.1% | 168 | +166.7% | 0.00% | – |
| CNXC | Buy | CONCENTRIX CORP | $486 | +82.7% | 4 | +100.0% | 0.00% | – |
| COMP | Buy | COMPASS INCcl a | $911 | +104.7% | 282 | +47.6% | 0.00% | – |
| CCU | Buy | COMPANIA CERVECERIAS UNIDASsponsored adr | $1,110 | +43.4% | 71 | +20.3% | 0.00% | – |
| SID | Buy | COMPANHIA SIDERURGICA NACIONsponsored adr | $2,161 | +371.8% | 704 | +324.1% | 0.00% | – |
| SOI | New | SOLARIS OILFIELD INFRASTRUCT | $120 | – | 14 | +100.0% | 0.00% | – |
| New | SOLIGENIX INC | $416 | – | 211 | +100.0% | 0.00% | – | |
| New | SOLID POWER INC | $1,219 | – | 405 | +100.0% | 0.00% | – | |
| CBU | New | COMMUNITY BK SYS INC | $892 | – | 17 | +100.0% | 0.00% | – |
| CLBK | New | COLUMBIA FINL INC | $731 | – | 40 | +100.0% | 0.00% | – |
| Buy | ENOVIS CORPORATION | $160 | +49.5% | 3 | +50.0% | 0.00% | – | |
| SMP | New | STANDARD MTR PRODS INC | $332 | – | 9 | +100.0% | 0.00% | – |
| CWEN | Buy | CLEARWAY ENERGY INCcl c | $282 | +77.4% | 9 | +80.0% | 0.00% | – |
| SRCL | Buy | STERICYCLE INC | $2,660 | -4.8% | 61 | +8.9% | 0.00% | -100.0% |
| SF | Buy | STIFEL FINL CORP | $945 | +35.0% | 16 | +33.3% | 0.00% | – |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $362 | +364.1% | 83 | +453.3% | 0.00% | – |
| Buy | CIVITAS RESOURCES INC | $1,982 | +71.0% | 29 | +45.0% | 0.00% | – | |
| CIEN | Buy | CIENA CORP | $578 | +61.9% | 11 | +57.1% | 0.00% | – |
| CHS | New | CHICOS FAS INC | $550 | – | 100 | +100.0% | 0.00% | – |
| Buy | SYLVAMO CORP | $1,342 | -1.4% | 29 | +3.6% | 0.00% | – | |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $1,977 | +30.9% | 26 | +62.5% | 0.00% | – |
| CHE | New | CHEMED CORP NEW | $538 | – | 1 | +100.0% | 0.00% | – |
| CHGG | Buy | CHEGG INC | $440 | -17.1% | 27 | +28.6% | 0.00% | – |
| EBRB | New | CENTRAIS ELETRICAS BRASILEIRspon adr pfd b | $349 | – | 48 | +100.0% | 0.00% | – |
| TMHC | Buy | TAYLOR MORRISON HOME CORP | $1,148 | +110.3% | 30 | +66.7% | 0.00% | – |
| TPX | Buy | TEMPUR SEALY INTL INC | $1,619 | +62.6% | 41 | +41.4% | 0.00% | – |
| CDNA | New | CAREDX INC | $155 | – | 17 | +100.0% | 0.00% | – |
| CALX | Buy | CALIX INC | $643 | +88.0% | 12 | +140.0% | 0.00% | – |
| TXRH | Buy | TEXAS ROADHOUSE INC | $1,513 | +51.3% | 14 | +27.3% | 0.00% | – |
| New | CADENCE BANK | $353 | – | 17 | +100.0% | 0.00% | – | |
| THO | Buy | THOR INDS INC | $2,230 | +18.2% | 28 | +12.0% | 0.00% | – |
| TTC | Buy | TORO CO | $889 | +30.9% | 8 | +33.3% | 0.00% | – |
| BURL | Buy | BURLINGTON STORES INC | $1,819 | +124.3% | 9 | +125.0% | 0.00% | – |
| BRKL | New | BROOKLINE BANCORP INC DEL | $326 | – | 31 | +100.0% | 0.00% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $448 | – | 27 | +100.0% | 0.00% | – |
| TWST | New | TWIST BIOSCIENCE CORP | $679 | – | 45 | +100.0% | 0.00% | – |
| BYD | Buy | BOYD GAMING CORP | $1,090 | +150.0% | 17 | +112.5% | 0.00% | – |
| UGI | Buy | UGI CORP NEW | $2,468 | +4.0% | 71 | +10.9% | 0.00% | – |
| BPMC | New | BLUEPRINT MEDICINES CORP | $225 | – | 5 | +100.0% | 0.00% | – |
| USNA | Buy | USANA HEALTH SCIENCES INC | $1,635 | +92.1% | 26 | +62.5% | 0.00% | – |
| HRB | Buy | BLOCK H & R INC | $388 | +51.6% | 11 | +57.1% | 0.00% | – |
| BLNK | New | BLINK CHARGING CO | $173 | – | 20 | +100.0% | 0.00% | – |
| USM | New | UNITED STATES CELLULAR CORP | $767 | – | 37 | +100.0% | 0.00% | – |
| BJRI | New | BJS RESTAURANTS INC | $291 | – | 10 | +100.0% | 0.00% | – |
| UEC | New | URANIUM ENERGY CORP | $115 | – | 40 | +100.0% | 0.00% | – |
| BRY | New | BERRY CORP | $369 | – | 47 | +100.0% | 0.00% | – |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $1,181 | +226.2% | 174 | +255.1% | 0.00% | – |
| BZH | New | BEAZER HOMES USA INC | $302 | – | 19 | +100.0% | 0.00% | – |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,832 | – | 58 | +100.0% | 0.00% | – |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $764 | +0.8% | 8 | +100.0% | 0.00% | – |
| OZK | Buy | BANK OZK LITTLE ROCK ARK | $2,291 | +10.0% | 67 | +28.8% | 0.00% | – |
| BOH | Buy | BANK HAWAII CORP | $1,094 | +252.9% | 21 | +425.0% | 0.00% | – |
| BAND | Buy | BANDWIDTH INC | $2,812 | -27.5% | 185 | +9.5% | 0.00% | -100.0% |
| BOKF | Buy | BOK FINL CORP | $1,435 | -1.2% | 17 | +21.4% | 0.00% | – |
| VREX | New | VAREX IMAGING CORP | $255 | – | 14 | +100.0% | 0.00% | – |
| BGS | Buy | B & G FOODS INC NEW | $2,376 | +82.1% | 153 | +30.8% | 0.00% | – |
| AVAH | New | AVEANNA HEALTHCARE HLDGS INC | $120 | – | 115 | +100.0% | 0.00% | – |
| AN | Buy | AUTONATION INC | $2,150 | +54.1% | 16 | +23.1% | 0.00% | – |
| New | VIA RENEWABLES INC | $165 | – | 9 | +100.0% | 0.00% | – | |
| ARMK | Buy | ARAMARK | $1,074 | -7.3% | 30 | +7.1% | 0.00% | – |
| VSTO | New | VISTA OUTDOOR INC | $804 | – | 29 | +100.0% | 0.00% | – |
| AM | New | ANTERO MIDSTREAM CORP | $409 | – | 39 | +100.0% | 0.00% | – |
| WASH | New | WASHINGTON TR BANCORP INC | $1,490 | – | 43 | +100.0% | 0.00% | – |
| AMED | New | AMEDISYS INC | $1,692 | – | 23 | +100.0% | 0.00% | – |
| WEN | Buy | WENDYS CO | $1,721 | +10.2% | 79 | +14.5% | 0.00% | – |
| WLK | Buy | WESTLAKE CORPORATION | $812 | +98.0% | 7 | +75.0% | 0.00% | – |
| ALLY | Buy | ALLY FINL INC | $1,529 | +15.8% | 60 | +11.1% | 0.00% | – |
| ADS | Buy | BREAD FINANCIAL HOLDINGS INC | $424 | +2.4% | 14 | +27.3% | 0.00% | – |
| ALE | New | ALLETE INC | $901 | – | 14 | +100.0% | 0.00% | – |
| WWD | Buy | WOODWARD INC | $2,142 | +16.7% | 22 | +15.8% | 0.00% | – |
| WKHS | Buy | WORKHORSE GROUP INC | $1,262 | +113.9% | 949 | +144.6% | 0.00% | – |
| XPO | Buy | XPO INC | $319 | +36.9% | 10 | +42.9% | 0.00% | – |
| AGL | New | AGILON HEALTH INC | $808 | – | 34 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $123 | – | 8 | +100.0% | 0.00% | – |
| AEVA | New | AEVA TECHNOLOGIES INC | $288 | – | 242 | +100.0% | 0.00% | – |
| ZG | Buy | ZILLOW GROUP INCcl a | $1,136 | +65.4% | 26 | +18.2% | 0.00% | – |
| ZTO | Buy | ZTO EXPRESS CAYMAN INCsponsored ads a | $2,178 | +68.8% | 76 | +58.3% | 0.00% | – |
| New | BORR DRILLING LTD | $220 | – | 29 | +100.0% | 0.00% | – | |
| ACM | Buy | AECOM | $506 | +19.1% | 6 | +20.0% | 0.00% | – |
| DSEY | New | DIVERSEY HLDGS LTD | $202 | – | 25 | +100.0% | 0.00% | – |
| FRO | New | FRONTLINE LTD | $2,832 | – | 171 | +100.0% | 0.00% | – |
| GTES | New | GATES INDL CORP PLC | $181 | – | 13 | +100.0% | 0.00% | – |
| NVCR | Buy | NOVOCURE LTD | $1,924 | -2.8% | 32 | +18.5% | 0.00% | – |
| NVT | Buy | NVENT ELECTRIC PLC | $859 | +71.8% | 20 | +53.8% | 0.00% | – |
| RNR | New | RENAISSANCERE HLDGS LTD | $200 | – | 1 | +100.0% | 0.00% | – |
| SFL | Buy | SFL CORPORATION LTD | $551 | +57.4% | 58 | +52.6% | 0.00% | – |
| SGH | New | SMART GLOBAL HLDGS INC | $931 | – | 54 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $217 | – | 3 | +100.0% | 0.00% | – |
| ATNI | New | ATN INTL INC | $655 | – | 16 | +100.0% | 0.00% | – |
| LU | New | LUFAX HOLDING LTD | $2,164 | – | 1,061 | +100.0% | 0.00% | – |
| LL | New | LL FLOORING HOLDINGS INC | $973 | – | 256 | +100.0% | 0.00% | – |
| LAD | New | LITHIA MTRS INC | $458 | – | 2 | +100.0% | 0.00% | – |
| MP | Buy | MP MATERIALS CORP | $2,283 | +942.5% | 81 | +800.0% | 0.00% | – |
| LIND | New | LINDBLAD EXPEDITIONS HLDGS I | $306 | – | 32 | +100.0% | 0.00% | – |
| LBRT | Buy | LIBERTY ENERGY INC | $2,280 | +20.7% | 178 | +50.8% | 0.00% | – |
| TREE | Buy | LENDINGTREE INC NEW | $640 | +114.0% | 24 | +71.4% | 0.00% | – |
| MQ | New | MARQETA INC | $475 | – | 104 | +100.0% | 0.00% | – |
| LMND | Buy | LEMONADE INC | $456 | +11.2% | 32 | +6.7% | 0.00% | – |
| Buy | MASTERBRAND INC | $1,021 | +247.3% | 127 | +225.6% | 0.00% | – | |
| MTDR | Buy | MATADOR RES CO | $2,478 | +54.6% | 52 | +85.7% | 0.00% | – |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $2,093 | +17.5% | 37 | +8.8% | 0.00% | – |
| KW | Buy | KENNEDY-WILSON HOLDINGS INC | $597 | +442.7% | 36 | +414.3% | 0.00% | – |
| MED | New | MEDIFAST INC | $415 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| First Trust North American Energy Infras | 36 | Q3 2023 | 36.6% |
| Snap-On Tools Corp. | 36 | Q3 2023 | 15.7% |
| iSharesTrust Russell 1000 | 36 | Q3 2023 | 11.6% |
| NVR INC | 36 | Q3 2023 | 9.9% |
| APPLE INC | 36 | Q3 2023 | 8.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 6.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.1% |
| Exxon Mobil Corporation | 36 | Q3 2023 | 3.8% |
| ROYAL BK CDA SUSTAINABL | 36 | Q3 2023 | 1.8% |
| EAGLE BANCORP INC MD | 36 | Q3 2023 | 2.3% |
View Glassman Wealth Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR/A | 2022-08-23 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-14 |
View Glassman Wealth Services'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.