$3.8 Billion is the total value of Wealthspire Advisors, LLC's 366 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 53.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Buy | ISHARES TRcore s&p500 etf | $458,296,000 | +10.7% | 1,066,003 | +2.5% | 12.05% | +22.7% |
VOO | Sell | VANGUARD INDEX FDS | $415,939,000 | +7.3% | 1,056,969 | -0.7% | 10.93% | +18.8% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $314,248,000 | -1.4% | 4,155,615 | -4.9% | 8.26% | +9.3% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $293,449,000 | +14.3% | 5,695,831 | +9.0% | 7.71% | +26.6% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $185,588,000 | +2.0% | 832,905 | -5.4% | 4.88% | +13.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $168,821,000 | +13.4% | 394,386 | +5.0% | 4.44% | +25.7% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $159,163,000 | -4.2% | 592,279 | -7.2% | 4.18% | +6.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $138,963,000 | +7.4% | 1,229,981 | +3.2% | 3.65% | +19.0% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $133,237,000 | +2.8% | 3,377,373 | -2.0% | 3.50% | +13.8% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $99,314,000 | +20.0% | 1,828,654 | +15.1% | 2.61% | +33.0% |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $98,286,000 | +14.9% | 1,496,439 | +9.6% | 2.58% | +27.2% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $90,743,000 | +8.1% | 382,317 | +0.8% | 2.38% | +19.7% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $81,761,000 | +26.5% | 433,539 | +18.6% | 2.15% | +40.1% |
GOVT | Sell | ISHARES TRus treas bd etf | $70,884,000 | -10.7% | 2,664,806 | -12.0% | 1.86% | -1.1% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $51,584,000 | +3.8% | 228,975 | -1.4% | 1.36% | +14.9% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $36,570,000 | -13.6% | 351,733 | -20.2% | 0.96% | -4.3% |
BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $36,411,000 | +11.0% | 1,097,382 | +7.1% | 0.96% | +22.8% |
EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $36,268,000 | +18.9% | 1,482,727 | +10.9% | 0.95% | +31.6% |
CME | Sell | CME GROUP INC | $31,543,000 | -1.3% | 148,314 | -5.2% | 0.83% | +9.4% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $29,109,000 | +7.2% | 459,206 | +2.6% | 0.76% | +18.8% |
AGG | Sell | ISHARES TRcore us aggbd et | $28,069,000 | -2.6% | 243,381 | -3.9% | 0.74% | +7.9% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $27,379,000 | +6.2% | 136,382 | -2.0% | 0.72% | +17.6% |
SDY | Buy | SPDR SER TRs&p divid etf | $24,776,000 | +70.8% | 202,617 | +64.8% | 0.65% | +89.2% |
IWM | Buy | ISHARES TRrussell 2000 etf | $24,648,000 | +4.6% | 107,458 | +0.8% | 0.65% | +15.9% |
AAPL | Sell | APPLE INC | $22,712,000 | -56.8% | 165,829 | -61.5% | 0.60% | -52.1% |
ACN | Sell | ACCENTURE PLC IRELAND | $19,249,000 | -19.0% | 65,297 | -24.1% | 0.51% | -10.3% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $18,110,000 | -35.2% | 66,709 | -42.0% | 0.48% | -28.2% |
IGF | Buy | ISHARES TRglb infrastr etf | $18,034,000 | +14.3% | 397,408 | +13.5% | 0.47% | +26.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $17,859,000 | +11.5% | 175,452 | +0.6% | 0.47% | +23.4% |
IEMG | Sell | ISHARES INCcore msci emkt | $17,580,000 | -0.4% | 262,424 | -4.3% | 0.46% | +10.3% |
MSFT | Sell | MICROSOFT CORP | $16,908,000 | -58.8% | 62,413 | -64.1% | 0.44% | -54.4% |
IXUS | Buy | ISHARES TRcore msci total | $15,874,000 | +8.5% | 216,557 | +4.0% | 0.42% | +20.2% |
AMZN | Sell | AMAZON COM INC | $14,607,000 | -62.3% | 4,246 | -66.1% | 0.38% | -58.2% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $14,624,000 | +7.5% | 50,987 | -3.7% | 0.38% | +18.9% |
MKCV | Buy | MCCORMICK & CO INC | $14,445,000 | +194.9% | 164,096 | +198.5% | 0.38% | +227.6% |
BYRN | New | BYRNA TECHNOLOGIES INC | $14,173,000 | – | 623,809 | +100.0% | 0.37% | – |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $13,552,000 | +14.5% | 186,330 | +2.5% | 0.36% | +26.7% |
MUB | Buy | ISHARES TRnational mun etf | $13,404,000 | +1.7% | 114,373 | +0.7% | 0.35% | +12.5% |
IWD | Buy | ISHARES TRrus 1000 val etf | $12,964,000 | +7.2% | 81,731 | +2.4% | 0.34% | +18.8% |
IWV | Buy | ISHARES TRrussell 3000 etf | $11,860,000 | +21.4% | 46,344 | +12.6% | 0.31% | +34.5% |
TSLA | Sell | TESLA INC | $11,259,000 | -27.4% | 16,565 | -28.6% | 0.30% | -19.6% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $11,203,000 | +2.7% | 187,745 | -1.5% | 0.30% | +13.9% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $10,922,000 | +8.5% | 332,168 | +4.8% | 0.29% | +20.1% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $10,927,000 | -5.2% | 127,224 | -6.5% | 0.29% | +4.7% |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $10,466,000 | +31.9% | 151,215 | +30.8% | 0.28% | +46.3% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $10,184,000 | -46.6% | 186,512 | -47.2% | 0.27% | -40.7% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $10,133,000 | +7.2% | 73,714 | +2.5% | 0.27% | +18.8% |
FIF | Buy | FIRST TR ENERGY INFRASTRCTR | $9,368,000 | +27.2% | 686,788 | +15.5% | 0.25% | +40.6% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $9,209,000 | -12.2% | 88,390 | -16.0% | 0.24% | -2.8% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $9,152,000 | -10.2% | 146,408 | -12.2% | 0.24% | -0.4% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $9,073,000 | -13.2% | 173,124 | -14.7% | 0.24% | -3.6% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $8,972,000 | +1.6% | 162,240 | +0.4% | 0.24% | +12.4% |
GLD | Buy | SPDR GOLD TR | $8,359,000 | +89.1% | 50,467 | +82.6% | 0.22% | +109.5% |
EFA | Buy | ISHARES TRmsci eafe etf | $8,346,000 | +28.8% | 105,805 | +23.9% | 0.22% | +42.2% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $7,900,000 | -4.7% | 60,520 | -5.2% | 0.21% | +5.6% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $7,844,000 | -36.6% | 140,001 | -34.2% | 0.21% | -29.9% |
ACWI | Sell | ISHARES TRmsci acwi etf | $7,217,000 | -21.1% | 71,320 | -25.9% | 0.19% | -12.4% |
DVY | Sell | ISHARES TRselect divid etf | $6,930,000 | +1.7% | 59,424 | -0.5% | 0.18% | +12.3% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,527,000 | -4.7% | 42,164 | -9.4% | 0.17% | +6.2% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $6,240,000 | +13.3% | 115,828 | +3.2% | 0.16% | +25.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,030,000 | -50.5% | 21,697 | -54.5% | 0.16% | -45.0% |
IWB | Sell | ISHARES TRrus 1000 etf | $6,023,000 | -3.2% | 24,878 | -10.5% | 0.16% | +6.8% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $5,921,000 | +104.0% | 68,726 | +104.3% | 0.16% | +126.1% |
PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $5,855,000 | +82.8% | 62,828 | +93.0% | 0.15% | +102.6% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $5,775,000 | +37.0% | 42,980 | +32.6% | 0.15% | +52.0% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,283,000 | +30.1% | 14,905 | +17.2% | 0.14% | +44.8% |
ENX | Buy | EATON VANCE NEW YORK MUN BD | $5,245,000 | +12.1% | 408,156 | +6.4% | 0.14% | +24.3% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,165,000 | +4.1% | 10,520 | +1.0% | 0.14% | +15.3% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $4,656,000 | -68.1% | 1,907 | -73.0% | 0.12% | -64.7% |
KO | Sell | COCA COLA CO | $4,606,000 | -34.0% | 85,118 | -35.7% | 0.12% | -27.1% |
PFE | Sell | PFIZER INC | $4,462,000 | -32.8% | 113,931 | -37.9% | 0.12% | -25.9% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $4,237,000 | +12.5% | 160,750 | -0.6% | 0.11% | +24.7% |
FB | Sell | FACEBOOK INCcl a | $4,054,000 | -78.7% | 11,658 | -82.0% | 0.11% | -76.3% |
JPM | Sell | JPMORGAN CHASE & CO | $4,011,000 | -54.9% | 25,786 | -55.8% | 0.10% | -50.2% |
EGBN | Sell | EAGLE BANCORP INC MD | $3,981,000 | +5.3% | 70,991 | -0.1% | 0.10% | +16.7% |
IVE | Sell | ISHARES TRs&p 500 val etf | $3,734,000 | +3.9% | 25,292 | -0.6% | 0.10% | +15.3% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $3,633,000 | -63.9% | 9,950 | -64.8% | 0.10% | -59.8% |
DIS | Sell | DISNEY WALT CO | $3,639,000 | -50.8% | 20,703 | -48.4% | 0.10% | -45.5% |
UNH | Sell | UNITEDHEALTH GROUP INC | $3,534,000 | -59.9% | 8,826 | -62.8% | 0.09% | -55.5% |
IBB | Buy | ISHARES TRishares biotech | $3,370,000 | +13.0% | 20,595 | +4.0% | 0.09% | +25.4% |
PG | Sell | PROCTER AND GAMBLE CO | $3,303,000 | -62.2% | 24,477 | -62.1% | 0.09% | -58.0% |
JNJ | Sell | JOHNSON & JOHNSON | $3,273,000 | -93.8% | 19,866 | -93.8% | 0.09% | -93.1% |
PEP | Sell | PEPSICO INC | $3,216,000 | -54.6% | 21,702 | -56.7% | 0.08% | -49.4% |
BBH | Buy | VANECK VECTORS ETF TRbiotech etf | $3,218,000 | +113.5% | 15,955 | +85.8% | 0.08% | +136.1% |
BIL | Sell | SPDR SER TRspdr bloomberg | $3,026,000 | -24.2% | 33,086 | -24.2% | 0.08% | -15.8% |
BAC | Sell | BK OF AMERICA CORP | $3,006,000 | -53.8% | 72,913 | -56.6% | 0.08% | -48.7% |
IUSB | Buy | ISHARES TRcore total usd | $2,951,000 | +21.5% | 55,165 | +19.8% | 0.08% | +34.5% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,958,000 | -2.0% | 29,955 | -9.1% | 0.08% | +8.3% |
HDV | Buy | ISHARES TRcore high dv etf | $2,911,000 | +15.0% | 30,154 | +13.0% | 0.08% | +28.3% |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,916,000 | -77.9% | 1,163 | -81.8% | 0.08% | -75.4% |
UTG | Buy | REAVES UTIL INCOME FD | $2,914,000 | +83.2% | 84,935 | +78.8% | 0.08% | +102.6% |
UBSI | Buy | UNITED BANKSHARES INC WEST V | $2,934,000 | -5.4% | 80,396 | +0.1% | 0.08% | +4.1% |
BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $2,907,000 | – | 49,628 | +100.0% | 0.08% | – |
AUB | ATLANTIC UN BANKSHARES CORP | $2,802,000 | -5.6% | 77,358 | 0.0% | 0.07% | +5.7% | |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $2,682,000 | -9.2% | 43,665 | -9.0% | 0.07% | +1.4% |
V | Sell | VISA INC | $2,641,000 | -71.5% | 11,296 | -74.2% | 0.07% | -68.6% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,569,000 | +2.2% | 14,795 | -2.5% | 0.07% | +13.3% |
BX | Sell | BLACKSTONE GROUP INC | $2,579,000 | -22.7% | 26,550 | -40.7% | 0.07% | -13.9% |
REET | Buy | ISHARES TRglobal reit etf | $2,561,000 | +17.8% | 92,381 | +8.3% | 0.07% | +28.8% |
PAG | PENSKE AUTOMOTIVE GRP INC | $2,416,000 | -5.9% | 32,000 | 0.0% | 0.06% | +4.9% | |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $2,387,000 | -6.6% | 35,205 | -7.4% | 0.06% | +3.3% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,197,000 | +139.8% | 20,974 | +131.5% | 0.06% | +163.6% |
HD | Sell | HOME DEPOT INC | $2,200,000 | -75.4% | 6,899 | -76.4% | 0.06% | -72.6% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,181,000 | +4.0% | 27,871 | -1.1% | 0.06% | +14.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,182,000 | -34.9% | 14,884 | -40.8% | 0.06% | -28.8% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $2,118,000 | -54.7% | 41,304 | -54.7% | 0.06% | -49.5% |
ABT | Sell | ABBOTT LABS | $2,041,000 | -76.5% | 17,602 | -75.7% | 0.05% | -73.8% |
TGT | Sell | TARGET CORP | $2,051,000 | -27.2% | 8,484 | -40.3% | 0.05% | -19.4% |
DSI | Sell | ISHARES TRmsci kld400 soc | $2,035,000 | +5.7% | 24,574 | -2.5% | 0.05% | +15.2% |
ARKK | Buy | ARK ETF TRinnovation etf | $2,035,000 | +57.0% | 15,560 | +44.0% | 0.05% | +71.0% |
XOM | Sell | EXXON MOBIL CORP | $2,013,000 | -52.5% | 31,915 | -57.9% | 0.05% | -47.0% |
FISV | Sell | FISERV INC | $1,995,000 | -33.1% | 18,664 | -25.5% | 0.05% | -26.8% |
MMM | Sell | 3M CO | $1,950,000 | -59.0% | 9,819 | -60.3% | 0.05% | -54.9% |
CPRX | CATALYST PHARMACEUTICALS INC | $1,942,000 | +24.7% | 337,770 | 0.0% | 0.05% | +37.8% | |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,913,000 | -18.8% | 5,546 | -22.3% | 0.05% | -10.7% |
T | Sell | AT&T INC | $1,902,000 | -46.2% | 66,104 | -43.4% | 0.05% | -40.5% |
CHH | Sell | CHOICE HOTELS INTL INC | $1,844,000 | +9.2% | 15,517 | -1.4% | 0.05% | +20.0% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,841,000 | +27.1% | 4,616 | +14.2% | 0.05% | +41.2% |
MRK | Sell | MERCK & CO INC | $1,775,000 | -66.1% | 22,820 | -66.4% | 0.05% | -62.1% |
WMT | Sell | WALMART INC | $1,778,000 | -56.9% | 12,610 | -58.5% | 0.05% | -52.0% |
CVX | Sell | CHEVRON CORP NEW | $1,787,000 | -53.3% | 17,062 | -53.3% | 0.05% | -48.4% |
NSC | Sell | NORFOLK SOUTHN CORP | $1,663,000 | -28.7% | 6,265 | -27.9% | 0.04% | -20.0% |
NEE | Sell | NEXTERA ENERGY INC | $1,671,000 | -56.3% | 22,806 | -54.9% | 0.04% | -51.6% |
TFI | Sell | SPDR SER TRnuveen brc munic | $1,637,000 | -10.5% | 31,420 | -11.3% | 0.04% | 0.0% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,625,000 | +37.2% | 28,454 | +37.3% | 0.04% | +53.6% |
INTC | Sell | INTEL CORP | $1,559,000 | -68.8% | 27,767 | -64.5% | 0.04% | -65.5% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $1,530,000 | -9.3% | 987 | -16.8% | 0.04% | 0.0% |
IEFA | Sell | ISHARES TRcore msci eafe | $1,452,000 | -34.4% | 19,397 | -36.9% | 0.04% | -28.3% |
COST | Sell | COSTCO WHSL CORP NEW | $1,455,000 | -60.1% | 3,678 | -64.5% | 0.04% | -56.3% |
LOW | Sell | LOWES COS INC | $1,460,000 | -52.1% | 7,527 | -53.0% | 0.04% | -47.2% |
MPLN | MULTIPLAN CORPORATION | $1,441,000 | +71.5% | 151,332 | 0.0% | 0.04% | +90.0% | |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,392,000 | -5.0% | 9,232 | -10.8% | 0.04% | +5.7% |
NKE | Sell | NIKE INCcl b | $1,426,000 | -75.9% | 9,230 | -79.2% | 0.04% | -73.6% |
BDX | Sell | BECTON DICKINSON & CO | $1,411,000 | -41.5% | 5,803 | -41.5% | 0.04% | -35.1% |
VICR | Sell | VICOR CORP | $1,352,000 | +23.2% | 12,786 | -0.9% | 0.04% | +38.5% |
BLK | Sell | BLACKROCK INC | $1,309,000 | -47.6% | 1,496 | -54.9% | 0.03% | -42.4% |
QCOM | Sell | QUALCOMM INC | $1,265,000 | -56.0% | 8,851 | -59.2% | 0.03% | -51.5% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,252,000 | -47.1% | 5,520 | -47.1% | 0.03% | -41.1% |
SBUX | Sell | STARBUCKS CORP | $1,246,000 | -81.3% | 11,143 | -81.8% | 0.03% | -79.2% |
MCD | Sell | MCDONALDS CORP | $1,255,000 | -71.7% | 5,434 | -72.5% | 0.03% | -68.6% |
NFLX | Sell | NETFLIX INC | $1,203,000 | -78.0% | 2,277 | -78.3% | 0.03% | -75.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $1,233,000 | -78.7% | 21,619 | -79.8% | 0.03% | -76.8% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,217,000 | -26.3% | 33,173 | -31.6% | 0.03% | -17.9% |
FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $1,230,000 | +1.6% | 22,615 | -4.2% | 0.03% | +10.3% |
ETN | Sell | EATON CORP PLC | $1,168,000 | -44.0% | 7,884 | -47.8% | 0.03% | -38.0% |
KMB | Sell | KIMBERLY-CLARK CORP | $1,162,000 | -34.7% | 8,686 | -32.1% | 0.03% | -26.2% |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $1,197,000 | – | 35,217 | +100.0% | 0.03% | – |
BNL | BROADSTONE NET LEASE INC | $1,171,000 | +28.0% | 50,000 | 0.0% | 0.03% | +40.9% | |
BBJP | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $1,185,000 | – | 20,981 | +100.0% | 0.03% | – |
FAST | Sell | FASTENAL CO | $1,150,000 | -19.2% | 22,114 | -21.9% | 0.03% | -11.8% |
AVGO | Sell | BROADCOM INC | $1,141,000 | -73.4% | 2,393 | -74.2% | 0.03% | -70.6% |
UNP | Sell | UNION PAC CORP | $1,128,000 | -72.3% | 5,130 | -72.2% | 0.03% | -69.1% |
HSIC | Sell | HENRY SCHEIN INC | $1,111,000 | -5.7% | 14,970 | -12.0% | 0.03% | +3.6% |
PSTH | Sell | PERSHING SQUARE TONTINE HLDG | $1,101,000 | -11.6% | 48,369 | -6.7% | 0.03% | -3.3% |
BA | Sell | BOEING CO | $1,056,000 | -59.5% | 4,409 | -56.9% | 0.03% | -54.8% |
ABBV | Sell | ABBVIE INC | $1,050,000 | -73.5% | 9,325 | -74.5% | 0.03% | -70.2% |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,066,000 | -47.1% | 3,866 | -51.1% | 0.03% | -41.7% |
BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $1,071,000 | – | 16,551 | +100.0% | 0.03% | – |
WEC | Sell | WEC ENERGY GROUP INC | $1,077,000 | -26.8% | 12,112 | -22.9% | 0.03% | -20.0% |
HEES | H & E EQUIPMENT SERVICES INC | $1,012,000 | -12.4% | 30,406 | 0.0% | 0.03% | 0.0% | |
GWW | Sell | GRAINGER W W INC | $1,007,000 | -12.4% | 2,300 | -19.8% | 0.03% | -3.7% |
EIM | Buy | EATON VANCE MUN BD FD | $983,000 | +30.5% | 71,891 | +26.9% | 0.03% | +44.4% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $964,000 | -9.9% | 11,734 | -9.8% | 0.02% | 0.0% |
TFC | Sell | TRUIST FINL CORP | $968,000 | -56.0% | 17,442 | -53.7% | 0.02% | -51.9% |
DHR | Sell | DANAHER CORPORATION | $962,000 | -63.2% | 3,586 | -69.1% | 0.02% | -59.7% |
FLOT | New | ISHARES TRfltg rate nt etf | $934,000 | – | 18,378 | +100.0% | 0.02% | – |
EXAS | Buy | EXACT SCIENCES CORP | $897,000 | +50.3% | 7,218 | +59.2% | 0.02% | +71.4% |
PYPL | Sell | PAYPAL HLDGS INC | $902,000 | -91.3% | 3,094 | -92.8% | 0.02% | -90.2% |
MCO | Sell | MOODYS CORP | $911,000 | -38.9% | 2,514 | -49.7% | 0.02% | -31.4% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $924,000 | -54.2% | 6,578 | -56.0% | 0.02% | -50.0% |
NVDA | Sell | NVIDIA CORPORATION | $907,000 | -77.0% | 1,134 | -84.7% | 0.02% | -74.5% |
RJI | Sell | SWEDISH EXPT CR CORProg ttl etn 22 | $926,000 | +15.6% | 145,868 | -0.0% | 0.02% | +26.3% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $915,000 | +152.1% | 2,937 | +143.1% | 0.02% | +166.7% |
ITW | Sell | ILLINOIS TOOL WKS INC | $907,000 | -65.9% | 4,056 | -66.2% | 0.02% | -61.9% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $883,000 | +261.9% | 10,028 | +258.0% | 0.02% | +283.3% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $860,000 | -50.0% | 10,076 | -54.7% | 0.02% | -43.9% |
EFT | Buy | EATON VANCE FLTING RATE INC | $842,000 | +41.5% | 58,512 | +38.7% | 0.02% | +57.1% |
FDX | Sell | FEDEX CORP | $850,000 | -36.2% | 2,849 | -39.2% | 0.02% | -31.2% |
DLR | Sell | DIGITAL RLTY TR INC | $845,000 | -41.7% | 5,615 | -45.4% | 0.02% | -35.3% |
OSK | Sell | OSHKOSH CORP | $827,000 | -6.1% | 6,632 | -10.7% | 0.02% | +4.8% |
MO | Sell | ALTRIA GROUP INC | $800,000 | -70.2% | 16,771 | -68.1% | 0.02% | -67.2% |
NOC | Sell | NORTHROP GRUMMAN CORP | $812,000 | -58.7% | 2,234 | -63.3% | 0.02% | -55.3% |
PM | Sell | PHILIP MORRIS INTL INC | $774,000 | -66.7% | 7,811 | -70.2% | 0.02% | -63.6% |
IDXX | Sell | IDEXX LABS INC | $752,000 | -1.2% | 1,190 | -23.5% | 0.02% | +11.1% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $775,000 | -28.7% | 9,166 | -28.6% | 0.02% | -23.1% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $769,000 | -53.7% | 2,653 | -56.1% | 0.02% | -48.7% |
SSP | Buy | SCRIPPS E W CO OHIOcl a new | $706,000 | +21.5% | 34,631 | +14.8% | 0.02% | +35.7% |
ROK | Sell | ROCKWELL AUTOMATION INC | $726,000 | -34.2% | 2,540 | -38.9% | 0.02% | -26.9% |
AFL | Sell | AFLAC INC | $728,000 | -28.3% | 13,563 | -31.7% | 0.02% | -20.8% |
CSCO | Sell | CISCO SYS INC | $731,000 | -83.0% | 13,787 | -83.4% | 0.02% | -81.4% |
IWN | Sell | ISHARES TRrus 2000 val etf | $729,000 | -3.3% | 4,397 | -7.1% | 0.02% | +5.6% |
VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $689,000 | +13.3% | 3,439 | +4.8% | 0.02% | +28.6% |
D | Sell | DOMINION ENERGY INC | $699,000 | -64.0% | 9,501 | -62.8% | 0.02% | -60.9% |
ESGU | Sell | ISHARES TResg awr msci usa | $691,000 | -4.7% | 7,017 | -12.1% | 0.02% | +5.9% |
RWT | Buy | REDWOOD TR INC | $694,000 | +17.2% | 57,489 | +1.1% | 0.02% | +28.6% |
HLT | Sell | HILTON WORLDWIDE HLDGS INC | $699,000 | -13.2% | 5,798 | -12.9% | 0.02% | -5.3% |
F | Sell | FORD MTR CO DEL | $674,000 | -49.4% | 45,330 | -58.3% | 0.02% | -43.8% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $694,000 | -4.0% | 2,809 | -11.1% | 0.02% | +5.9% |
FIS | Sell | FIDELITY NATL INFORMATION SV | $692,000 | -55.4% | 4,883 | -55.8% | 0.02% | -51.4% |
VSEC | Buy | VSE CORP | $640,000 | +102.5% | 12,927 | +61.5% | 0.02% | +142.9% |
ICSH | New | ISHARES TRblackrock ultra | $645,000 | – | 12,770 | +100.0% | 0.02% | – |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $633,000 | +2.9% | 6,012 | -0.3% | 0.02% | +13.3% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $656,000 | +52.2% | 2,774 | +38.1% | 0.02% | +70.0% |
IAU | New | ISHARES GOLD TRishares new | $653,000 | – | 19,379 | +100.0% | 0.02% | – |
LIN | Sell | LINDE PLC | $633,000 | -68.6% | 2,190 | -69.6% | 0.02% | -64.6% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $617,000 | +22.2% | 32,000 | +19.7% | 0.02% | +33.3% |
LNT | Sell | ALLIANT ENERGY CORP | $602,000 | -7.1% | 10,798 | -9.8% | 0.02% | +6.7% |
SYY | Sell | SYSCO CORP | $567,000 | -37.1% | 7,289 | -36.3% | 0.02% | -28.6% |
C | Sell | CITIGROUP INC | $586,000 | -62.2% | 8,287 | -61.2% | 0.02% | -59.5% |
DLS | New | WISDOMTREE TRintl smcap div | $577,000 | – | 7,720 | +100.0% | 0.02% | – |
LLY | Sell | LILLY ELI & CO | $567,000 | -74.7% | 2,470 | -79.4% | 0.02% | -71.7% |
MGEE | Sell | MGE ENERGY INC | $589,000 | +4.2% | 7,906 | -0.1% | 0.02% | +15.4% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $558,000 | -46.0% | 23,130 | -50.8% | 0.02% | -40.0% |
OHI | Sell | OMEGA HEALTHCARE INVS INC | $559,000 | -30.1% | 15,397 | -29.5% | 0.02% | -21.1% |
PCTI | Buy | PCTEL INC | $566,000 | +4.2% | 86,377 | +10.6% | 0.02% | +15.4% |
BAX | Sell | BAXTER INTL INC | $538,000 | -47.5% | 6,681 | -45.0% | 0.01% | -41.7% |
ORCL | Sell | ORACLE CORP | $541,000 | -78.7% | 6,947 | -80.8% | 0.01% | -76.7% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $538,000 | +3.5% | 6,644 | +0.1% | 0.01% | +16.7% |
JBGS | Buy | JBG SMITH PPTYS | $548,000 | +57.0% | 17,394 | +58.4% | 0.01% | +75.0% |
IWR | Sell | ISHARES TRrus mid cap etf | $542,000 | +1.7% | 6,843 | -5.1% | 0.01% | +7.7% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $528,000 | -13.7% | 5,010 | -17.6% | 0.01% | -6.7% |
PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $499,000 | – | 24,852 | +100.0% | 0.01% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $513,000 | – | 8,115 | +100.0% | 0.01% | – |
GPC | Sell | GENUINE PARTS CO | $486,000 | -51.3% | 3,842 | -55.5% | 0.01% | -45.8% |
SHM | Sell | SPDR SER TRnuveen blmbrg sr | $506,000 | -9.2% | 10,212 | -9.1% | 0.01% | 0.0% |
PNC | Sell | PNC FINL SVCS GROUP INC | $512,000 | -64.4% | 2,682 | -67.3% | 0.01% | -61.8% |
ES | Sell | EVERSOURCE ENERGY | $476,000 | -47.1% | 5,928 | -43.0% | 0.01% | -38.1% |
HON | Sell | HONEYWELL INTL INC | $509,000 | -81.3% | 2,319 | -81.5% | 0.01% | -80.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $486,000 | -69.8% | 4,926 | -70.4% | 0.01% | -65.8% |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $511,000 | -34.7% | 2,667 | -37.5% | 0.01% | -31.6% |
INTU | Sell | INTUIT | $454,000 | -68.9% | 927 | -75.7% | 0.01% | -65.7% |
RJF | Sell | RAYMOND JAMES FINL INC | $474,000 | -21.4% | 3,651 | -25.8% | 0.01% | -14.3% |
HSY | Sell | HERSHEY CO | $454,000 | -45.4% | 2,605 | -50.4% | 0.01% | -40.0% |
PSX | Sell | PHILLIPS 66 | $442,000 | -45.6% | 5,153 | -48.3% | 0.01% | -36.8% |
SCHW | Sell | SCHWAB CHARLES CORP | $475,000 | -55.4% | 6,528 | -60.0% | 0.01% | -52.0% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $458,000 | -35.9% | 1,823 | -53.4% | 0.01% | -29.4% |
AMGN | Sell | AMGEN INC | $450,000 | -82.6% | 1,845 | -82.3% | 0.01% | -80.6% |
SHW | Buy | SHERWIN WILLIAMS CO | $473,000 | -60.4% | 1,735 | +7.3% | 0.01% | -57.1% |
CAT | Sell | CATERPILLAR INC | $419,000 | -76.8% | 1,925 | -75.3% | 0.01% | -74.4% |
PSJ | INVESCO EXCHANGE TRADED FD Tdynmc software | $406,000 | +5.7% | 2,466 | 0.0% | 0.01% | +22.2% | |
USB | Sell | US BANCORP DEL | $424,000 | -60.5% | 7,436 | -61.7% | 0.01% | -56.0% |
CTAS | Sell | CINTAS CORP | $418,000 | -32.6% | 1,093 | -39.8% | 0.01% | -26.7% |
AXP | Sell | AMERICAN EXPRESS CO | $426,000 | -78.7% | 2,577 | -81.8% | 0.01% | -76.6% |
ANVS | Sell | ANNOVIS BIO INC | $428,000 | +53.4% | 5,000 | -50.0% | 0.01% | +57.1% |
MTD | Buy | METTLER TOLEDO INTERNATIONAL | $429,000 | +68.9% | 310 | +40.9% | 0.01% | +83.3% |
NPV | NUVEEN VIRGINIA QLTY MUNCPL | $408,000 | +1.5% | 24,645 | 0.0% | 0.01% | +10.0% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $403,000 | -73.7% | 2,031 | -75.0% | 0.01% | -69.4% |
PANW | Sell | PALO ALTO NETWORKS INC | $412,000 | -63.6% | 1,110 | -68.5% | 0.01% | -59.3% |
URE | PROSHARES TRult r/est new | $414,000 | +24.0% | 4,685 | 0.0% | 0.01% | +37.5% | |
BXMT | BLACKSTONE MTG TR INC | $415,000 | +3.0% | 13,000 | 0.0% | 0.01% | +10.0% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $405,000 | -84.1% | 6,054 | -85.0% | 0.01% | -81.7% |
CVS | Sell | CVS HEALTH CORP | $426,000 | -75.0% | 5,109 | -77.5% | 0.01% | -73.2% |
IWS | Sell | ISHARES TRrus mdcp val etf | $376,000 | -8.1% | 3,270 | -12.7% | 0.01% | 0.0% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $388,000 | -82.2% | 1,866 | -85.4% | 0.01% | -80.8% |
FIVG | ETF SER SOLUTIONSdefiance next | $399,000 | +8.1% | 10,484 | 0.0% | 0.01% | +11.1% | |
JNK | Buy | SPDR SER TRbloomberg brclys | $369,000 | +3.4% | 3,356 | +2.4% | 0.01% | +25.0% |
SASR | Sell | SANDY SPRING BANCORP INC | $390,000 | -70.1% | 8,840 | -70.5% | 0.01% | -67.7% |
GM | Sell | GENERAL MTRS CO | $399,000 | -52.9% | 6,743 | -54.2% | 0.01% | -50.0% |
CI | Sell | CIGNA CORP NEW | $365,000 | -62.8% | 1,542 | -62.0% | 0.01% | -56.5% |
BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $375,000 | -23.3% | 7,352 | -33.0% | 0.01% | -16.7% |
GE | Sell | GENERAL ELECTRIC CO | $371,000 | -77.8% | 27,531 | -78.4% | 0.01% | -75.0% |
SLV | Sell | ISHARES SILVER TRishares | $375,000 | -10.9% | 15,493 | -16.5% | 0.01% | 0.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $374,000 | -88.6% | 742 | -89.6% | 0.01% | -87.2% |
PAYX | Sell | PAYCHEX INC | $369,000 | -69.4% | 3,442 | -72.0% | 0.01% | -65.5% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $380,000 | +7.3% | 5,654 | +0.6% | 0.01% | +25.0% |
CFG | Sell | CITIZENS FINL GROUP INC | $391,000 | -55.2% | 8,523 | -56.9% | 0.01% | -52.4% |
EMR | Sell | EMERSON ELEC CO | $331,000 | -74.5% | 3,444 | -76.1% | 0.01% | -71.0% |
SRVR | Sell | PACER FDS TRbnchmrk infra | $339,000 | +11.1% | 8,400 | -0.4% | 0.01% | +28.6% |
ATRI | Sell | ATRION CORP | $360,000 | -12.2% | 580 | -9.2% | 0.01% | -10.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $328,000 | -74.5% | 5,252 | -76.1% | 0.01% | -71.0% |
ECOR | Buy | ELECTROCORE INC | $357,000 | -13.3% | 300,026 | +50.0% | 0.01% | -10.0% |
EDIT | Buy | EDITAS MEDICINE INC | $334,000 | +51.1% | 5,900 | +12.4% | 0.01% | +80.0% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $354,000 | +34.6% | 4,880 | +8.3% | 0.01% | +50.0% |
EMB | New | ISHARES TRjpmorgan usd emg | $345,000 | – | 3,071 | +100.0% | 0.01% | – |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $342,000 | +11.8% | 1,304 | 0.0% | 0.01% | +28.6% | |
BK | Sell | BANK NEW YORK MELLON CORP | $333,000 | -53.6% | 6,509 | -57.1% | 0.01% | -47.1% |
ACGL | Buy | ARCH CAP GROUP LTDord | $361,000 | +1.4% | 9,281 | +0.1% | 0.01% | +12.5% |
EL | Sell | LAUDER ESTEE COS INCcl a | $289,000 | -72.8% | 909 | -75.1% | 0.01% | -68.0% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $294,000 | +11.8% | 2,016 | -0.7% | 0.01% | +33.3% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $318,000 | +5.0% | 4,653 | +0.3% | 0.01% | +14.3% |
SUB | Sell | ISHARES TRshrt nat mun etf | $314,000 | -50.6% | 2,909 | -50.6% | 0.01% | -46.7% |
QAI | New | INDEXIQ ETF TRhedge mlti etf | $312,000 | – | 9,681 | +100.0% | 0.01% | – |
AMAT | Sell | APPLIED MATLS INC | $302,000 | -81.6% | 2,122 | -82.7% | 0.01% | -79.5% |
IYH | Sell | ISHARES TRus hlthcare etf | $298,000 | -18.1% | 1,090 | -24.4% | 0.01% | -11.1% |
MS | Sell | MORGAN STANLEY | $315,000 | -88.0% | 3,434 | -89.9% | 0.01% | -87.1% |
ZTS | Sell | ZOETIS INCcl a | $315,000 | -92.3% | 1,692 | -93.5% | 0.01% | -91.8% |
NCBS | NICOLET BANKSHARES INC | $296,000 | -15.7% | 4,205 | 0.0% | 0.01% | 0.0% | |
FL | New | FOOT LOCKER INC | $298,000 | – | 4,829 | +100.0% | 0.01% | – |
SYK | Sell | STRYKER CORPORATION | $322,000 | -80.5% | 1,240 | -81.7% | 0.01% | -79.5% |
KMX | Sell | CARMAX INC | $286,000 | -45.5% | 2,211 | -44.1% | 0.01% | -33.3% |
SMH | VANECK VECTORS ETF TRsemiconductor et | $302,000 | +7.9% | 1,150 | 0.0% | 0.01% | +14.3% | |
FAF | Sell | FIRST AMERN FINL CORP | $306,000 | +2.3% | 4,901 | -7.3% | 0.01% | +14.3% |
NVO | Sell | NOVO-NORDISK A Sadr | $303,000 | -15.8% | 3,622 | -32.1% | 0.01% | -11.1% |
PH | Sell | PARKER-HANNIFIN CORP | $318,000 | -55.4% | 1,037 | -54.1% | 0.01% | -52.9% |
SO | Sell | SOUTHERN CO | $297,000 | -84.0% | 4,907 | -83.6% | 0.01% | -81.8% |
CRM | Sell | SALESFORCE COM INC | $322,000 | -94.8% | 1,317 | -95.5% | 0.01% | -94.6% |
COP | Sell | CONOCOPHILLIPS | $317,000 | -70.5% | 5,209 | -74.3% | 0.01% | -68.0% |
AMT | Sell | AMERICAN TOWER CORP NEW | $296,000 | -88.4% | 1,095 | -89.8% | 0.01% | -86.9% |
GS | Sell | GOLDMAN SACHS GROUP INC | $299,000 | -80.4% | 787 | -83.1% | 0.01% | -77.8% |
CERN | Sell | CERNER CORP | $256,000 | -51.4% | 3,274 | -55.3% | 0.01% | -46.2% |
TIP | Sell | ISHARES TRtips bd etf | $253,000 | -76.9% | 1,977 | -77.3% | 0.01% | -73.1% |
EWY | Sell | ISHARES INCmsci sth kor etf | $284,000 | +1.1% | 3,046 | -2.6% | 0.01% | 0.0% |
IGOV | Buy | ISHARES TRintl trea bd etf | $249,000 | +0.8% | 4,761 | +0.1% | 0.01% | +16.7% |
ACWX | ISHARES TRmsci acwi ex us | $271,000 | +4.2% | 4,714 | 0.0% | 0.01% | +16.7% | |
TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $260,000 | -34.3% | 2,910 | -32.6% | 0.01% | -22.2% |
ITA | Buy | ISHARES TRus aer def etf | $263,000 | +11.4% | 2,400 | +5.8% | 0.01% | +16.7% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $262,000 | -74.9% | 2,208 | -76.4% | 0.01% | -72.0% |
BBAX | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $284,000 | – | 4,861 | +100.0% | 0.01% | – |
LMT | Sell | LOCKHEED MARTIN CORP | $285,000 | -82.6% | 754 | -83.0% | 0.01% | -82.1% |
GPN | Sell | GLOBAL PMTS INC | $249,000 | -74.0% | 1,329 | -72.0% | 0.01% | -69.6% |
EXC | Sell | EXELON CORP | $277,000 | -70.5% | 6,250 | -70.9% | 0.01% | -68.2% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $261,000 | +12.5% | 2,875 | +7.1% | 0.01% | +16.7% |
ECL | Sell | ECOLAB INC | $276,000 | -70.8% | 1,340 | -69.7% | 0.01% | -68.2% |
DKNG | Sell | DRAFTKINGS INC | $267,000 | -43.1% | 5,111 | -33.2% | 0.01% | -36.4% |
DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $250,000 | – | 5,305 | +100.0% | 0.01% | – |
ED | Sell | CONSOLIDATED EDISON INC | $262,000 | -63.1% | 3,647 | -61.6% | 0.01% | -58.8% |
TXN | Sell | TEXAS INSTRS INC | $285,000 | -88.3% | 1,481 | -88.6% | 0.01% | -87.9% |
TWTR | Sell | TWITTER INC | $275,000 | -42.6% | 3,994 | -46.9% | 0.01% | -36.4% |
VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $272,000 | +4.2% | 1,313 | 0.0% | 0.01% | +16.7% | |
VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $276,000 | – | 4,726 | +100.0% | 0.01% | – |
AMWL | AMERICAN WELL CORPcl a | $285,000 | -27.5% | 22,620 | 0.0% | 0.01% | -22.2% | |
VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $277,000 | +43.5% | 16,180 | +54.8% | 0.01% | +40.0% |
TT | Sell | TRANE TECHNOLOGIES PLC | $279,000 | -62.8% | 1,514 | -66.6% | 0.01% | -61.1% |
IWP | Sell | ISHARES TRrus md cp gr etf | $259,000 | -49.3% | 2,291 | -54.2% | 0.01% | -41.7% |
DEO | Sell | DIAGEO PLCspon adr new | $245,000 | -35.2% | 1,277 | -44.5% | 0.01% | -33.3% |
FEZ | Sell | SPDR INDEX SHS FDSeuro stoxx 50 | $215,000 | -28.1% | 4,600 | -31.4% | 0.01% | -14.3% |
ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $232,000 | -28.4% | 913 | -32.3% | 0.01% | -25.0% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $219,000 | -73.8% | 1,606 | -71.6% | 0.01% | -70.0% |
LMND | Sell | LEMONADE INC | $228,000 | +10.1% | 2,080 | -6.3% | 0.01% | +20.0% |
LRCX | Sell | LAM RESEARCH CORP | $211,000 | -80.2% | 324 | -81.9% | 0.01% | -76.0% |
AMX | Buy | AMERICA MOVIL SAB DE CV | $215,000 | +11.4% | 14,322 | +0.7% | 0.01% | +20.0% |
KMI | Sell | KINDER MORGAN INC DEL | $218,000 | -73.5% | 11,962 | -75.8% | 0.01% | -70.0% |
HEI | Sell | HEICO CORP NEW | $218,000 | +2.8% | 1,562 | -7.4% | 0.01% | +20.0% |
SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $223,000 | -60.0% | 4,587 | -63.5% | 0.01% | -53.8% |
ATVI | Sell | ACTIVISION BLIZZARD INC | $220,000 | -86.1% | 2,306 | -86.4% | 0.01% | -83.8% |
IHF | ISHARES TRus hlthcr pr etf | $244,000 | +6.1% | 914 | 0.0% | 0.01% | +20.0% | |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $236,000 | -11.6% | 2,319 | -11.5% | 0.01% | 0.0% |
DAL | Sell | DELTA AIR LINES INC DEL | $224,000 | -57.5% | 5,186 | -52.5% | 0.01% | -53.8% |
PNQI | Sell | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $242,000 | -18.2% | 942 | -26.5% | 0.01% | -14.3% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $220,000 | +2.8% | 1,656 | -0.6% | 0.01% | +20.0% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $219,000 | -18.6% | 2,363 | -21.9% | 0.01% | 0.0% |
PRVB | PROVENTION BIO INC | $238,000 | -19.6% | 28,200 | 0.0% | 0.01% | -14.3% | |
ACES | New | ALPS ETF TRclean energy | $221,000 | – | 2,915 | +100.0% | 0.01% | – |
IEV | Buy | ISHARES TReurope etf | $239,000 | +8.1% | 4,476 | +1.6% | 0.01% | +20.0% |
MDT | Sell | MEDTRONIC PLC | $233,000 | -91.1% | 1,878 | -91.6% | 0.01% | -90.3% |
XHB | New | SPDR SER TRs&p homebuild | $218,000 | – | 2,972 | +100.0% | 0.01% | – |
INDS | PACER FDS TRbnchmrk indstr | $238,000 | +10.7% | 5,525 | 0.0% | 0.01% | +20.0% | |
ATRO | Buy | ASTRONICS CORP | $243,000 | +9.0% | 13,867 | +12.1% | 0.01% | +20.0% |
GIS | Sell | GENERAL MLS INC | $213,000 | -65.5% | 3,491 | -65.3% | 0.01% | -60.0% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $226,000 | -44.6% | 641 | -47.3% | 0.01% | -40.0% |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $200,000 | -74.2% | 353 | -76.9% | 0.01% | -72.2% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $204,000 | -19.0% | 3,242 | -27.4% | 0.01% | -16.7% |
PINS | New | PINTEREST INCcl a | $207,000 | – | 2,619 | +100.0% | 0.01% | – |
IHI | Sell | ISHARES TRu.s. med dvc etf | $207,000 | -56.5% | 573 | -60.2% | 0.01% | -54.5% |
VTRS | Sell | VIATRIS INC | $176,000 | -40.7% | 12,288 | -42.2% | 0.01% | -28.6% |
COF | Sell | CAPITAL ONE FINL CORP | $209,000 | -73.4% | 1,348 | -78.2% | 0.01% | -73.7% |
FRGI | Sell | FIESTA RESTAURANT GROUP INC | $143,000 | +5.1% | 10,671 | -1.2% | 0.00% | +33.3% |
EVM | EATON VANCE CALIF MUN BD FD | $159,000 | +3.2% | 13,270 | 0.0% | 0.00% | 0.0% | |
DBD | Sell | DIEBOLD NIXDORF INC | $128,000 | -9.9% | 10,000 | -0.6% | 0.00% | 0.0% |
OSS | ONE STOP SYS INC | $116,000 | -8.7% | 20,000 | 0.0% | 0.00% | 0.0% | |
CHCI | Sell | COMSTOCK HLDG COS INCcl a new | $72,000 | -4.0% | 12,000 | -7.7% | 0.00% | 0.0% |
XAIR | BEYOND AIR INC | $65,000 | +18.2% | 10,000 | 0.0% | 0.00% | +100.0% | |
MREO | MEREO BIOPHARMA GROUP PLCads | $45,000 | -6.2% | 14,276 | 0.0% | 0.00% | 0.0% | |
TELL | TELLURIAN INC NEW | $49,000 | +96.0% | 10,500 | 0.0% | 0.00% | 0.0% | |
GALT | GALECTIN THERAPEUTICS INC | $44,000 | +46.7% | 13,855 | 0.0% | 0.00% | 0.0% | |
TXMD | Buy | THERAPEUTICSMD INC | $48,000 | +9.1% | 39,984 | +22.7% | 0.00% | 0.0% |
ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -11,217 | -100.0% | -0.00% | – |
MFG | Exit | MIZUHO FINANCIAL GROUP INCsponsored adr | $0 | – | -17,696 | -100.0% | -0.00% | – |
SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -10,894 | -100.0% | -0.00% | – |
WIT | Exit | WIPRO LTDspon adr 1 sh | $0 | – | -12,510 | -100.0% | -0.00% | – |
BBD | Exit | BANCO BRADESCO S Asp adr pfd new | $0 | – | -14,486 | -100.0% | -0.00% | – |
UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -12,145 | -100.0% | -0.00% | – |
RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -11,551 | -100.0% | -0.00% | – |
JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -11,235 | -100.0% | -0.00% | – |
EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -13,384 | -100.0% | -0.00% | – |
BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -18,663 | -100.0% | -0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -11,627 | -100.0% | -0.00% | – |
MTG | Exit | MGIC INVT CORP WIS | $0 | – | -10,959 | -100.0% | -0.00% | – |
AMCR | Exit | AMCOR PLCord | $0 | – | -15,309 | -100.0% | -0.00% | – |
HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -5,129 | -100.0% | -0.01% | – |
AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -1,971 | -100.0% | -0.01% | – |
VMW | Exit | VMWARE INC | $0 | – | -1,346 | -100.0% | -0.01% | – |
BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -936 | -100.0% | -0.01% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,685 | -100.0% | -0.01% | – |
K | Exit | KELLOGG CO | $0 | – | -3,262 | -100.0% | -0.01% | – |
FTV | Exit | FORTIVE CORP | $0 | – | -3,092 | -100.0% | -0.01% | – |
DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -1,586 | -100.0% | -0.01% | – |
TPR | Exit | TAPESTRY INC | $0 | – | -4,938 | -100.0% | -0.01% | – |
DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -6,494 | -100.0% | -0.01% | – |
GPS | Exit | GAP INC | $0 | – | -7,246 | -100.0% | -0.01% | – |
LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -2,061 | -100.0% | -0.01% | – |
LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -707 | -100.0% | -0.01% | – |
CE | Exit | CELANESE CORP DEL | $0 | – | -1,476 | -100.0% | -0.01% | – |
BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -5,798 | -100.0% | -0.01% | – |
KOP | Exit | KOPPERS HOLDINGS INC | $0 | – | -6,170 | -100.0% | -0.01% | – |
FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -753 | -100.0% | -0.01% | – |
FNV | Exit | FRANCO NEV CORP | $0 | – | -1,640 | -100.0% | -0.01% | – |
IGV | Exit | ISHARES TRexpanded tech | $0 | – | -603 | -100.0% | -0.01% | – |
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,904 | -100.0% | -0.01% | – |
TDOC | Exit | TELADOC HEALTH INC | $0 | – | -1,185 | -100.0% | -0.01% | – |
TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -1,032 | -100.0% | -0.01% | – |
HES | Exit | HESS CORP | $0 | – | -3,225 | -100.0% | -0.01% | – |
TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -500 | -100.0% | -0.01% | – |
CVET | Exit | COVETRUS INC | $0 | – | -7,377 | -100.0% | -0.01% | – |
AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -1,095 | -100.0% | -0.01% | – |
PWR | Exit | QUANTA SVCS INC | $0 | – | -2,435 | -100.0% | -0.01% | – |
CAH | Exit | CARDINAL HEALTH INC | $0 | – | -3,311 | -100.0% | -0.01% | – |
LYFT | Exit | LYFT INC | $0 | – | -3,535 | -100.0% | -0.01% | – |
WDAY | Exit | WORKDAY INCcl a | $0 | – | -893 | -100.0% | -0.01% | – |
PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -6,421 | -100.0% | -0.01% | – |
TECH | Exit | BIO-TECHNE CORP | $0 | – | -569 | -100.0% | -0.01% | – |
FTDR | Exit | FRONTDOOR INC | $0 | – | -4,151 | -100.0% | -0.01% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,732 | -100.0% | -0.01% | – |
COG | Exit | CABOT OIL & GAS CORP | $0 | – | -11,548 | -100.0% | -0.01% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -12,753 | -100.0% | -0.01% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -8,353 | -100.0% | -0.01% | – |
ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,285 | -100.0% | -0.01% | – |
LEN | Exit | LENNAR CORPcl a | $0 | – | -2,659 | -100.0% | -0.01% | – |
IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -15,347 | -100.0% | -0.01% | – |
MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -2,835 | -100.0% | -0.01% | – |
LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -2,498 | -100.0% | -0.01% | – |
BDC | Exit | BELDEN INC | $0 | – | -5,545 | -100.0% | -0.01% | – |
VRSN | Exit | VERISIGN INC | $0 | – | -1,350 | -100.0% | -0.01% | – |
ICLR | Exit | ICON PLC | $0 | – | -1,273 | -100.0% | -0.01% | – |
IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -4,990 | -100.0% | -0.01% | – |
IVZ | Exit | INVESCO LTD | $0 | – | -9,906 | -100.0% | -0.01% | – |
BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -11,453 | -100.0% | -0.01% | – |
BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -8,231 | -100.0% | -0.01% | – |
BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,515 | -100.0% | -0.01% | – |
PHG | Exit | KONINKLIJKE PHILIPS N Vny reg sh new | $0 | – | -4,454 | -100.0% | -0.01% | – |
TMX | Exit | TERMINIX GLOBAL HOLDINGS INC | $0 | – | -5,407 | -100.0% | -0.01% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -6,220 | -100.0% | -0.01% | – |
POOL | Exit | POOL CORP | $0 | – | -681 | -100.0% | -0.01% | – |
PFN | Exit | PIMCO INCOME STRATEGY FD II | $0 | – | -23,161 | -100.0% | -0.01% | – |
VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -2,645 | -100.0% | -0.01% | – |
FE | Exit | FIRSTENERGY CORP | $0 | – | -7,667 | -100.0% | -0.01% | – |
VTR | Exit | VENTAS INC | $0 | – | -4,498 | -100.0% | -0.01% | – |
WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -7,001 | -100.0% | -0.01% | – |
BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,258 | -100.0% | -0.01% | – |
TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -585 | -100.0% | -0.01% | – |
STT | Exit | STATE STR CORP | $0 | – | -3,123 | -100.0% | -0.01% | – |
O | Exit | REALTY INCOME CORP | $0 | – | -3,658 | -100.0% | -0.01% | – |
CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -3,240 | -100.0% | -0.01% | – |
STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -3,119 | -100.0% | -0.01% | – |
BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -12,257 | -100.0% | -0.01% | – |
SLF | Exit | SUN LIFE FINANCIAL INC. | $0 | – | -4,731 | -100.0% | -0.01% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -16,825 | -100.0% | -0.01% | – |
VAR | Exit | VARIAN MED SYS INC | $0 | – | -1,352 | -100.0% | -0.01% | – |
IQV | Exit | IQVIA HLDGS INC | $0 | – | -1,223 | -100.0% | -0.01% | – |
CAG | Exit | CONAGRA BRANDS INC | $0 | – | -7,132 | -100.0% | -0.01% | – |
FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -2,771 | -100.0% | -0.01% | – |
J | Exit | JACOBS ENGR GROUP INC | $0 | – | -2,008 | -100.0% | -0.01% | – |
JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -4,316 | -100.0% | -0.01% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,550 | -100.0% | -0.01% | – |
XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -4,210 | -100.0% | -0.01% | – |
UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -11,800 | -100.0% | -0.01% | – |
INCY | Exit | INCYTE CORP | $0 | – | -3,381 | -100.0% | -0.01% | – |
SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -1,006 | -100.0% | -0.01% | – |
FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -2,727 | -100.0% | -0.01% | – |
EFX | Exit | EQUIFAX INC | $0 | – | -1,738 | -100.0% | -0.01% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -2,272 | -100.0% | -0.01% | – |
FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -3,880 | -100.0% | -0.01% | – |
ETSY | Exit | ETSY INC | $0 | – | -1,552 | -100.0% | -0.01% | – |
FTNT | Exit | FORTINET INC | $0 | – | -1,489 | -100.0% | -0.01% | – |
WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -1,286 | -100.0% | -0.01% | – |
HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -4,690 | -100.0% | -0.01% | – |
IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -3,184 | -100.0% | -0.01% | – |
KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -3,959 | -100.0% | -0.01% | – |
OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -4,359 | -100.0% | -0.01% | – |
DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -2,284 | -100.0% | -0.01% | – |
CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,033 | -100.0% | -0.01% | – |
BBAX | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $0 | – | -9,723 | -100.0% | -0.01% | – |
XLNX | Exit | XILINX INC | $0 | – | -2,325 | -100.0% | -0.01% | – |
BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -1,892 | -100.0% | -0.01% | – |
BLL | Exit | BALL CORP | $0 | – | -3,256 | -100.0% | -0.01% | – |
EPAC | Exit | ENERPAC TOOL GROUP CORP | $0 | – | -11,271 | -100.0% | -0.01% | – |
SNPS | Exit | SYNOPSYS INC | $0 | – | -1,204 | -100.0% | -0.01% | – |
HRC | Exit | HILL ROM HLDGS INC | $0 | – | -2,698 | -100.0% | -0.01% | – |
DLTR | Exit | DOLLAR TREE INC | $0 | – | -2,515 | -100.0% | -0.01% | – |
AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -5,813 | -100.0% | -0.01% | – |
CNC | Exit | CENTENE CORP DEL | $0 | – | -4,731 | -100.0% | -0.01% | – |
VFC | Exit | V F CORP | $0 | – | -3,677 | -100.0% | -0.01% | – |
ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -1,829 | -100.0% | -0.01% | – |
SJM | Exit | SMUCKER J M CO | $0 | – | -2,205 | -100.0% | -0.01% | – |
NUE | Exit | NUCOR CORP | $0 | – | -3,835 | -100.0% | -0.01% | – |
RH | Exit | RH | $0 | – | -496 | -100.0% | -0.01% | – |
DORM | Exit | DORMAN PRODS INC | $0 | – | -2,971 | -100.0% | -0.01% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -2,201 | -100.0% | -0.01% | – |
ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -565 | -100.0% | -0.01% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,647 | -100.0% | -0.01% | – |
OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -10,916 | -100.0% | -0.01% | – |
INFO | Exit | IHS MARKIT LTD | $0 | – | -2,901 | -100.0% | -0.01% | – |
MAS | Exit | MASCO CORP | $0 | – | -4,787 | -100.0% | -0.01% | – |
CSGP | Exit | COSTAR GROUP INC | $0 | – | -417 | -100.0% | -0.01% | – |
AME | Exit | AMETEK INC | $0 | – | -2,751 | -100.0% | -0.01% | – |
CLH | Exit | CLEAN HARBORS INC | $0 | – | -3,884 | -100.0% | -0.01% | – |
CLX | Exit | CLOROX CO DEL | $0 | – | -1,820 | -100.0% | -0.01% | – |
PPG | Exit | PPG INDS INC | $0 | – | -2,166 | -100.0% | -0.01% | – |
QRVO | Exit | QORVO INC | $0 | – | -1,780 | -100.0% | -0.01% | – |
RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -17,133 | -100.0% | -0.01% | – |
BBY | Exit | BEST BUY INC | $0 | – | -2,955 | -100.0% | -0.01% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,203 | -100.0% | -0.01% | – |
HAL | Exit | HALLIBURTON CO | $0 | – | -16,539 | -100.0% | -0.01% | – |
ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -2,172 | -100.0% | -0.01% | – |
PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -5,869 | -100.0% | -0.01% | – |
PTRS | Exit | PARTNERS BANCORP | $0 | – | -45,305 | -100.0% | -0.01% | – |
VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -2,688 | -100.0% | -0.01% | – |
SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -8,376 | -100.0% | -0.01% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -1,383 | -100.0% | -0.01% | – |
ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -4,482 | -100.0% | -0.01% | – |
RMD | Exit | RESMED INC | $0 | – | -1,658 | -100.0% | -0.01% | – |
ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -5,743 | -100.0% | -0.01% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -548 | -100.0% | -0.01% | – |
AZO | Exit | AUTOZONE INC | $0 | – | -241 | -100.0% | -0.01% | – |
REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -718 | -100.0% | -0.01% | – |
VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -1,865 | -100.0% | -0.01% | – |
CPRT | Exit | COPART INC | $0 | – | -2,920 | -100.0% | -0.01% | – |
BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -4,616 | -100.0% | -0.01% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -9,825 | -100.0% | -0.01% | – |
UNM | Exit | UNUM GROUP | $0 | – | -12,461 | -100.0% | -0.01% | – |
APTV | Exit | APTIV PLC | $0 | – | -2,689 | -100.0% | -0.01% | – |
SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -7,465 | -100.0% | -0.01% | – |
BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -15,116 | -100.0% | -0.01% | – |
ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -6,793 | -100.0% | -0.01% | – |
VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -4,453 | -100.0% | -0.01% | – |
IGSB | Exit | ISHARES TR | $0 | – | -6,655 | -100.0% | -0.01% | – |
UL | Exit | UNILEVER PLCspon adr new | $0 | – | -6,969 | -100.0% | -0.01% | – |
TTD | Exit | THE TRADE DESK INC | $0 | – | -555 | -100.0% | -0.01% | – |
NTRS | Exit | NORTHERN TR CORP | $0 | – | -3,679 | -100.0% | -0.01% | – |
VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -1,474 | -100.0% | -0.01% | – |
KR | Exit | KROGER CO | $0 | – | -10,004 | -100.0% | -0.01% | – |
SAFM | Exit | SANDERSON FARMS INC | $0 | – | -2,475 | -100.0% | -0.01% | – |
SRE | Exit | SEMPRA ENERGY | $0 | – | -2,970 | -100.0% | -0.01% | – |
SCL | Exit | STEPAN CO | $0 | – | -2,948 | -100.0% | -0.01% | – |
CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -9,418 | -100.0% | -0.01% | – |
CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -14,003 | -100.0% | -0.01% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,859 | -100.0% | -0.01% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -7,382 | -100.0% | -0.01% | – |
NGVT | Exit | INGEVITY CORP | $0 | – | -5,098 | -100.0% | -0.01% | – |
EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -3,503 | -100.0% | -0.01% | – |
FIVN | Exit | FIVE9 INC | $0 | – | -2,544 | -100.0% | -0.01% | – |
MUSA | Exit | MURPHY USA INC | $0 | – | -2,551 | -100.0% | -0.01% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -59,876 | -100.0% | -0.01% | – |
AGCO | Exit | AGCO CORP | $0 | – | -2,673 | -100.0% | -0.01% | – |
IBRX | Exit | IMMUNITYBIO INC | $0 | – | -15,926 | -100.0% | -0.01% | – |
CTXS | Exit | CITRIX SYS INC | $0 | – | -2,565 | -100.0% | -0.01% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -5,528 | -100.0% | -0.01% | – |
LEG | Exit | LEGGETT & PLATT INC | $0 | – | -8,532 | -100.0% | -0.01% | – |
MRNA | Exit | MODERNA INC | $0 | – | -2,870 | -100.0% | -0.01% | – |
GRMN | Exit | GARMIN LTD | $0 | – | -3,017 | -100.0% | -0.01% | – |
CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -3,035 | -100.0% | -0.01% | – |
LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -4,494 | -100.0% | -0.01% | – |
HPQ | Exit | HP INC | $0 | – | -13,649 | -100.0% | -0.01% | – |
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -4,982 | -100.0% | -0.01% | – |
STOR | Exit | STORE CAP CORP | $0 | – | -12,515 | -100.0% | -0.01% | – |
IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -14,997 | -100.0% | -0.01% | – |
EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,066 | -100.0% | -0.01% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -5,608 | -100.0% | -0.01% | – |
EOG | Exit | EOG RES INC | $0 | – | -5,531 | -100.0% | -0.01% | – |
EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -8,105 | -100.0% | -0.01% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -2,335 | -100.0% | -0.01% | – |
CTVA | Exit | CORTEVA INC | $0 | – | -9,441 | -100.0% | -0.01% | – |
MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -2,687 | -100.0% | -0.01% | – |
TTC | Exit | TORO CO | $0 | – | -3,937 | -100.0% | -0.01% | – |
SAP | Exit | SAP SEspon adr | $0 | – | -3,298 | -100.0% | -0.01% | – |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -2,414 | -100.0% | -0.01% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -6,314 | -100.0% | -0.01% | – |
ANSS | Exit | ANSYS INC | $0 | – | -1,183 | -100.0% | -0.01% | – |
DHI | Exit | D R HORTON INC | $0 | – | -4,712 | -100.0% | -0.01% | – |
MCK | Exit | MCKESSON CORP | $0 | – | -2,055 | -100.0% | -0.01% | – |
VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -2,900 | -100.0% | -0.01% | – |
MDC | Exit | M D C HLDGS INC | $0 | – | -7,178 | -100.0% | -0.01% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -7,627 | -100.0% | -0.01% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -2,668 | -100.0% | -0.01% | – |
CMA | Exit | COMERICA INC | $0 | – | -6,588 | -100.0% | -0.01% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -4,176 | -100.0% | -0.01% | – |
TMUS | Exit | T-MOBILE US INC | $0 | – | -3,846 | -100.0% | -0.01% | – |
BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -21,754 | -100.0% | -0.01% | – |
LPX | Exit | LOUISIANA PAC CORP | $0 | – | -8,569 | -100.0% | -0.01% | – |
CR | Exit | CRANE CO | $0 | – | -5,142 | -100.0% | -0.01% | – |
LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,251 | -100.0% | -0.01% | – |
ROST | Exit | ROSS STORES INC | $0 | – | -3,949 | -100.0% | -0.01% | – |
WSBC | Exit | WESBANCO INC | $0 | – | -12,592 | -100.0% | -0.01% | – |
INTF | Exit | ISHARES TRmsci intl multft | $0 | – | -16,024 | -100.0% | -0.01% | – |
MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2,759 | -100.0% | -0.01% | – |
CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -5,351 | -100.0% | -0.01% | – |
URI | Exit | UNITED RENTALS INC | $0 | – | -1,373 | -100.0% | -0.01% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -1,589 | -100.0% | -0.01% | – |
WELL | Exit | WELLTOWER INC | $0 | – | -6,759 | -100.0% | -0.01% | – |
TKR | Exit | TIMKEN CO | $0 | – | -5,898 | -100.0% | -0.01% | – |
LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -7,573 | -100.0% | -0.01% | – |
BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -21,417 | -100.0% | -0.01% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -2,040 | -100.0% | -0.01% | – |
PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -4,062 | -100.0% | -0.01% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -5,078 | -100.0% | -0.01% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -7,980 | -100.0% | -0.01% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,757 | -100.0% | -0.01% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -993 | -100.0% | -0.01% | – |
MRO | Exit | MARATHON OIL CORP | $0 | – | -46,783 | -100.0% | -0.01% | – |
ASML | Exit | ASML HOLDING N V | $0 | – | -842 | -100.0% | -0.01% | – |
NI | Exit | NISOURCE INC | $0 | – | -20,222 | -100.0% | -0.01% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -13,104 | -100.0% | -0.01% | – |
SNA | Exit | SNAP ON INC | $0 | – | -2,114 | -100.0% | -0.01% | – |
SDGR | Exit | SCHRODINGER INC | $0 | – | -6,688 | -100.0% | -0.01% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -10,121 | -100.0% | -0.01% | – |
DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -22,994 | -100.0% | -0.01% | – |
STLD | Exit | STEEL DYNAMICS INC | $0 | – | -10,207 | -100.0% | -0.01% | – |
PCAR | Exit | PACCAR INC | $0 | – | -5,487 | -100.0% | -0.01% | – |
STAY | Exit | EXTENDED STAY AMER INCunit 99/99/9999b | $0 | – | -26,518 | -100.0% | -0.01% | – |
VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -3,677 | -100.0% | -0.01% | – |
CB | Exit | CHUBB LIMITED | $0 | – | -3,558 | -100.0% | -0.01% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -6,151 | -100.0% | -0.01% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -6,740 | -100.0% | -0.01% | – |
ALL | Exit | ALLSTATE CORP | $0 | – | -4,635 | -100.0% | -0.01% | – |
ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,343 | -100.0% | -0.01% | – |
DY | Exit | DYCOM INDS INC | $0 | – | -5,905 | -100.0% | -0.01% | – |
MTB | Exit | M & T BK CORP | $0 | – | -3,566 | -100.0% | -0.01% | – |
KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -2,059 | -100.0% | -0.01% | – |
RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -6,272 | -100.0% | -0.01% | – |
FTS | Exit | FORTIS INC | $0 | – | -12,464 | -100.0% | -0.01% | – |
PII | Exit | POLARIS INC | $0 | – | -4,173 | -100.0% | -0.01% | – |
VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -12,418 | -100.0% | -0.01% | – |
ADI | Exit | ANALOG DEVICES INC | $0 | – | -3,656 | -100.0% | -0.01% | – |
MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -2,839 | -100.0% | -0.01% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -14,554 | -100.0% | -0.01% | – |
ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -7,488 | -100.0% | -0.01% | – |
ICUI | Exit | ICU MED INC | $0 | – | -2,605 | -100.0% | -0.01% | – |
BCO | Exit | BRINKS CO | $0 | – | -7,098 | -100.0% | -0.01% | – |
HCA | Exit | HCA HEALTHCARE INC | $0 | – | -2,808 | -100.0% | -0.01% | – |
KLAC | Exit | KLA CORP | $0 | – | -1,751 | -100.0% | -0.01% | – |
EQIX | Exit | EQUINIX INC | $0 | – | -884 | -100.0% | -0.01% | – |
TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -4,556 | -100.0% | -0.01% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -9,177 | -100.0% | -0.01% | – |
VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -2,714 | -100.0% | -0.01% | – |
ORI | Exit | OLD REP INTL CORP | $0 | – | -28,349 | -100.0% | -0.02% | – |
WMB | Exit | WILLIAMS COS INC | $0 | – | -25,808 | -100.0% | -0.02% | – |
GLW | Exit | CORNING INC | $0 | – | -14,948 | -100.0% | -0.02% | – |
HUM | Exit | HUMANA INC | $0 | – | -1,484 | -100.0% | -0.02% | – |
SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -5,646 | -100.0% | -0.02% | – |
CCOI | Exit | COGENT COMMUNICATIONS HLDGS | $0 | – | -9,493 | -100.0% | -0.02% | – |
THO | Exit | THOR INDS INC | $0 | – | -4,658 | -100.0% | -0.02% | – |
DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -8,364 | -100.0% | -0.02% | – |
HAS | Exit | HASBRO INC | $0 | – | -7,124 | -100.0% | -0.02% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -5,887 | -100.0% | -0.02% | – |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -5,351 | -100.0% | -0.02% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -2,966 | -100.0% | -0.02% | – |
VMC | Exit | VULCAN MATLS CO | $0 | – | -4,000 | -100.0% | -0.02% | – |
SLB | Exit | SCHLUMBERGER LTD | $0 | – | -25,605 | -100.0% | -0.02% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -8,507 | -100.0% | -0.02% | – |
APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -10,968 | -100.0% | -0.02% | – |
KEY | Exit | KEYCORP | $0 | – | -36,214 | -100.0% | -0.02% | – |
APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -2,605 | -100.0% | -0.02% | – |
BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -18,501 | -100.0% | -0.02% | – |
NEM | Exit | NEWMONT CORP | $0 | – | -11,984 | -100.0% | -0.02% | – |
PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -7,738 | -100.0% | -0.02% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -7,571 | -100.0% | -0.02% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -9,209 | -100.0% | -0.02% | – |
PGR | Exit | PROGRESSIVE CORP | $0 | – | -7,908 | -100.0% | -0.02% | – |
MET | Exit | METLIFE INC | $0 | – | -13,158 | -100.0% | -0.02% | – |
COR | Exit | CORESITE RLTY CORP | $0 | – | -6,583 | -100.0% | -0.02% | – |
MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -6,419 | -100.0% | -0.02% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -538 | -100.0% | -0.02% | – |
EBAY | Exit | EBAY INC. | $0 | – | -13,938 | -100.0% | -0.02% | – |
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -750 | -100.0% | -0.02% | – |
AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -5,587 | -100.0% | -0.02% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -4,161 | -100.0% | -0.02% | – |
TU | Exit | TELUS CORPORATION | $0 | – | -41,510 | -100.0% | -0.02% | – |
PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -10,342 | -100.0% | -0.02% | – |
IAU | Exit | GOLD TRishares | $0 | – | -52,071 | -100.0% | -0.02% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -11,921 | -100.0% | -0.02% | – |
PLD | Exit | PROLOGIS INC. | $0 | – | -8,752 | -100.0% | -0.02% | – |
SMLF | Exit | ISHARES TRmsci usa sml cp | $0 | – | -18,173 | -100.0% | -0.02% | – |
BBCA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | -33,105 | -100.0% | -0.02% | – |
BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -45,757 | -100.0% | -0.02% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -8,057 | -100.0% | -0.02% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -7,889 | -100.0% | -0.02% | – |
DOW | Exit | DOW INC | $0 | – | -15,597 | -100.0% | -0.02% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -12,955 | -100.0% | -0.02% | – |
NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -5,072 | -100.0% | -0.02% | – |
CMI | Exit | CUMMINS INC | $0 | – | -3,943 | -100.0% | -0.02% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -32,387 | -100.0% | -0.02% | – |
WFC | Exit | WELLS FARGO CO NEW | $0 | – | -26,441 | -100.0% | -0.02% | – |
BCE | Exit | BCE INC | $0 | – | -24,407 | -100.0% | -0.03% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -17,020 | -100.0% | -0.03% | – |
AON | Exit | AON PLC | $0 | – | -4,918 | -100.0% | -0.03% | – |
MSCI | Exit | MSCI INC | $0 | – | -2,693 | -100.0% | -0.03% | – |
EIX | Exit | EDISON INTL | $0 | – | -19,387 | -100.0% | -0.03% | – |
DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -24,256 | -100.0% | -0.03% | – |
ANTM | Exit | ANTHEM INC | $0 | – | -3,236 | -100.0% | -0.03% | – |
BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -500 | -100.0% | -0.03% | – |
CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -6,924 | -100.0% | -0.03% | – |
BBJP | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld japan | $0 | – | -42,456 | -100.0% | -0.03% | – |
SPGI | Exit | S&P GLOBAL INC | $0 | – | -3,454 | -100.0% | -0.03% | – |
DOV | Exit | DOVER CORP | $0 | – | -9,350 | -100.0% | -0.03% | – |
CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -2,086 | -100.0% | -0.03% | – |
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -15,516 | -100.0% | -0.03% | – |
CSX | Exit | CSX CORP | $0 | – | -14,608 | -100.0% | -0.03% | – |
DE | Exit | DEERE & CO | $0 | – | -4,283 | -100.0% | -0.04% | – |
PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -26,973 | -100.0% | -0.04% | – |
BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -80,333 | -100.0% | -0.04% | – |
ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -3,170 | -100.0% | -0.04% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -4,964 | -100.0% | -0.04% | – |
IT | Exit | GARTNER INC | $0 | – | -10,278 | -100.0% | -0.04% | – |
BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -83,558 | -100.0% | -0.05% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -3,066 | -100.0% | -0.05% | – |
ALLY | Exit | ALLY FINL INC | $0 | – | -50,421 | -100.0% | -0.05% | – |
SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -75,219 | -100.0% | -0.06% | – |
FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -46,691 | -100.0% | -0.06% | – |
NVAX | Exit | NOVAVAX INC | $0 | – | -13,494 | -100.0% | -0.06% | – |
ACI | Exit | ALBERTSONS COS INC | $0 | – | -138,205 | -100.0% | -0.06% | – |
BBEU | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $0 | – | -99,262 | -100.0% | -0.06% | – |
ADSK | Exit | AUTODESK INC | $0 | – | -11,173 | -100.0% | -0.07% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -6,270 | -100.0% | -0.07% | – |
EGHT | Exit | 8X8 INC NEW | $0 | – | -95,731 | -100.0% | -0.07% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -18,365 | -100.0% | -0.08% | – |
DB | Exit | DEUTSCHE BANK A Gnamen akt | $0 | – | -281,541 | -100.0% | -0.08% | – |
BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -145,636 | -100.0% | -0.08% | – |
CPK | Exit | CHESAPEAKE UTILS CORP | $0 | – | -37,607 | -100.0% | -0.10% | – |
BXC | Exit | BLUELINX HLDGS INC | $0 | – | -132,167 | -100.0% | -0.12% | – |
LRGF | Exit | ISHARES TRmsci usa multift | $0 | – | -131,507 | -100.0% | -0.13% | – |
IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -198,825 | -100.0% | -0.17% | – |
ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -15,693 | -100.0% | -0.18% | – |
VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -60,552 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 14.3% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 16.8% |
VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 19.8% |
ISHARES TR | 20 | Q3 2023 | 15.5% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 8.1% |
SPDR S&P 500 ETF TR | 20 | Q3 2023 | 6.9% |
ISHARES TR | 20 | Q3 2023 | 4.8% |
VANGUARD STAR FDS | 20 | Q3 2023 | 4.7% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 3.9% |
ISHARES TR | 20 | Q3 2023 | 4.2% |
View Wealthspire Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-07 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Wealthspire Advisors, 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.