$474 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 765 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $80,448,688 | -2.6% | 3,081,145 | +2.0% | 16.98% | +0.6% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $41,758,901 | -3.8% | 795,559 | +0.4% | 8.81% | -0.7% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $39,395,663 | -0.0% | 505,397 | -0.5% | 8.31% | +3.2% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $25,453,983 | -1.6% | 530,955 | +1.2% | 5.37% | +1.6% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $22,938,734 | -4.2% | 674,272 | -2.8% | 4.84% | -1.1% | |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $21,081,998 | +2.2% | 364,425 | +1.7% | 4.45% | +5.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $20,821,978 | -5.1% | 307,653 | -0.4% | 4.39% | -2.0% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $16,791,464 | -5.8% | 334,092 | -2.3% | 3.54% | -2.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $16,625,273 | -6.4% | 936,635 | +3.0% | 3.51% | -3.4% |
| VOO | Sell | VANGUARD INDEX FDS | $14,564,636 | -7.3% | 37,088 | -3.9% | 3.07% | -4.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $13,163,972 | -7.7% | 30,655 | -4.2% | 2.78% | -4.7% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $11,385,750 | -2.2% | 504,464 | +1.6% | 2.40% | +1.0% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $10,549,273 | -3.9% | 230,888 | -2.4% | 2.23% | -0.8% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $9,769,277 | +13.5% | 185,446 | +14.9% | 2.06% | +17.1% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $8,812,144 | -1.2% | 184,008 | -0.9% | 1.86% | +2.0% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $7,616,147 | -2.0% | 276,649 | +0.7% | 1.61% | +1.1% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $7,565,549 | -7.4% | 335,948 | -4.1% | 1.60% | -4.4% | |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $6,541,044 | -4.7% | 149,373 | -0.1% | 1.38% | -1.6% |
| USRT | Buy | ISHARES TRcre u s reit etf | $4,903,482 | -7.3% | 103,931 | +1.0% | 1.04% | -4.3% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $4,031,985 | -2.7% | 172,676 | +1.1% | 0.85% | +0.5% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,836,338 | -4.0% | 18,061 | -0.4% | 0.81% | -0.9% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,758,560 | -7.1% | 16,000 | -3.6% | 0.79% | -4.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,303,494 | -5.3% | 15,864 | +0.1% | 0.70% | -2.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,176,521 | -3.9% | 23,030 | -1.0% | 0.67% | -0.9% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $3,070,260 | -2.9% | 94,122 | -2.2% | 0.65% | +0.3% | |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $3,030,755 | -2.5% | 54,461 | +0.6% | 0.64% | +0.8% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $2,673,879 | -6.9% | 57,441 | -3.7% | 0.56% | -3.9% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,669,970 | -6.9% | 78,621 | -2.3% | 0.56% | -3.9% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $2,434,394 | +0.3% | 84,763 | +0.5% | 0.51% | +3.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $2,321,141 | -19.6% | 36,009 | -16.3% | 0.49% | -16.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,230,686 | -6.4% | 11,798 | -1.5% | 0.47% | -3.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,116,370 | -9.7% | 40,801 | -5.3% | 0.45% | -6.7% |
| AAPL | Buy | APPLE INC | $2,098,506 | -6.0% | 12,257 | +6.5% | 0.44% | -2.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,962,938 | -6.1% | 47,391 | -0.7% | 0.41% | -3.0% |
| MSFT | Buy | MICROSOFT CORP | $1,712,669 | +47.8% | 5,424 | +59.4% | 0.36% | +52.3% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,643,261 | -13.2% | 22,706 | -7.4% | 0.35% | -10.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,641,464 | +3.8% | 32,440 | +7.4% | 0.35% | +7.1% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,446,590 | -4.3% | 5,903 | -0.6% | 0.30% | -1.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,382,829 | -12.0% | 8,989 | -7.8% | 0.29% | -9.0% |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,045,044 | -8.6% | 10,440 | -0.2% | 0.22% | -5.6% |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $1,032,362 | -2.0% | 43,413 | -2.6% | 0.22% | +1.4% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,009,515 | -0.9% | 2,362 | +2.7% | 0.21% | +2.4% |
| XOM | Buy | EXXON MOBIL CORP | $984,380 | +10.7% | 8,372 | +1.0% | 0.21% | +14.3% |
| DIMENSIONAL ETF TRUSTus small cap val | $958,435 | -1.4% | 37,823 | 0.0% | 0.20% | +1.5% | ||
| Buy | DIMENSIONAL ETF TRUSTus real estate e | $898,050 | -3.0% | 46,007 | +6.9% | 0.19% | +0.5% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $894,835 | -5.9% | 5,063 | -0.3% | 0.19% | -2.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $891,233 | -3.4% | 5,588 | +0.2% | 0.19% | -0.5% |
| Sell | AMERICAN CENTY ETF TRavantis us small | $888,367 | -11.1% | 20,067 | -8.4% | 0.19% | -8.3% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $847,617 | -10.1% | 4,868 | +1.1% | 0.18% | -7.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $842,141 | -5.5% | 5,407 | +0.4% | 0.18% | -2.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $830,293 | -6.1% | 8,802 | -0.8% | 0.18% | -3.3% |
| NVDA | Sell | NVIDIA CORPORATION | $809,952 | -0.4% | 1,862 | -3.1% | 0.17% | +3.0% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $795,866 | -11.7% | 24,678 | -7.5% | 0.17% | -8.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $786,958 | -7.8% | 10,401 | +1.8% | 0.17% | -4.6% |
| DE | DEERE & CO | $752,119 | -6.9% | 1,993 | 0.0% | 0.16% | -3.6% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $736,153 | -8.5% | 2,952 | -4.1% | 0.16% | -5.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $680,610 | -6.0% | 3,478 | -2.6% | 0.14% | -2.7% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $670,584 | -40.1% | 10,060 | -37.8% | 0.14% | -38.0% |
| HD | Buy | HOME DEPOT INC | $652,395 | -0.3% | 2,159 | +2.6% | 0.14% | +3.0% |
| DIS | Buy | DISNEY WALT CO | $582,948 | -7.3% | 7,192 | +2.1% | 0.12% | -4.7% |
| NEE | Sell | NEXTERA ENERGY INC | $579,040 | -22.9% | 10,107 | -0.2% | 0.12% | -20.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $567,281 | -5.1% | 8,231 | -0.1% | 0.12% | -1.6% |
| TFC | Sell | TRUIST FINL CORP | $550,714 | -6.0% | 19,249 | -0.2% | 0.12% | -3.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $523,349 | +6.4% | 1,494 | +3.6% | 0.11% | +8.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $496,070 | -3.3% | 3,401 | +0.6% | 0.10% | 0.0% |
| KO | Buy | COCA COLA CO | $443,418 | -6.7% | 7,921 | +0.4% | 0.09% | -3.1% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $411,284 | -5.0% | 7,283 | -0.8% | 0.09% | -1.1% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $413,017 | -0.9% | 15,764 | +2.7% | 0.09% | +2.4% |
| WEC | WEC ENERGY GROUP INC | $405,399 | -8.7% | 5,033 | 0.0% | 0.09% | -5.5% | |
| TXN | Buy | TEXAS INSTRS INC | $391,483 | -6.0% | 2,462 | +6.4% | 0.08% | -2.4% |
| ORCL | Buy | ORACLE CORP | $387,774 | -9.5% | 3,661 | +1.8% | 0.08% | -6.8% |
| Sell | DIMENSIONAL ETF TRUSTemerging mkts va | $378,010 | -8.3% | 15,970 | -5.5% | 0.08% | -4.8% | |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $376,307 | -6.2% | 12,135 | -1.6% | 0.08% | -3.7% |
| AXP | AMERICAN EXPRESS CO | $366,411 | -14.4% | 2,456 | 0.0% | 0.08% | -11.5% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $358,319 | -5.6% | 3,374 | -1.8% | 0.08% | -2.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $357,719 | -0.1% | 4,759 | +0.5% | 0.08% | +2.7% |
| DLN | WISDOMTREE TRus largecap divd | $348,280 | -3.3% | 5,664 | 0.0% | 0.07% | -1.4% | |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $333,258 | -24.8% | 8,077 | -21.2% | 0.07% | -23.1% |
| RWR | Sell | SPDR SER TRdj reit etf | $326,153 | -8.4% | 3,932 | -0.1% | 0.07% | -5.5% |
| HLT | HILTON WORLDWIDE HLDGS INC | $327,843 | +3.2% | 2,183 | 0.0% | 0.07% | +6.2% | |
| ACN | ACCENTURE PLC IRELAND | $324,616 | -0.5% | 1,057 | 0.0% | 0.07% | +1.5% | |
| TJX | TJX COS INC NEW | $310,903 | +4.8% | 3,498 | 0.0% | 0.07% | +8.2% | |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $302,396 | -7.6% | 8,195 | -2.8% | 0.06% | -4.5% |
| PFE | Buy | PFIZER INC | $292,729 | -7.5% | 8,825 | +2.3% | 0.06% | -4.6% |
| SBUX | STARBUCKS CORP | $278,033 | -7.9% | 3,046 | 0.0% | 0.06% | -4.8% | |
| QCOM | Buy | QUALCOMM INC | $248,997 | +36.0% | 2,242 | +45.8% | 0.05% | +43.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $245,765 | -2.9% | 3,592 | 0.0% | 0.05% | 0.0% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $238,162 | -8.3% | 1,757 | -4.8% | 0.05% | -5.7% |
| WMT | Sell | WALMART INC | $229,980 | -8.6% | 1,438 | -10.1% | 0.05% | -3.9% |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $221,718 | -1.9% | 4,200 | 0.0% | 0.05% | +2.2% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $217,713 | -19.4% | 3,011 | -16.1% | 0.05% | -16.4% |
| MCD | Buy | MCDONALDS CORP | $220,236 | -11.5% | 836 | +0.2% | 0.05% | -9.8% |
| NOC | NORTHROP GRUMMAN CORP | $216,574 | -3.4% | 492 | 0.0% | 0.05% | 0.0% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $214,036 | -9.9% | 2,276 | -6.1% | 0.04% | -8.2% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $214,180 | -6.8% | 1,000 | 0.0% | 0.04% | -4.3% | |
| DRI | Buy | DARDEN RESTAURANTS INC | $209,531 | -14.0% | 1,463 | +0.3% | 0.04% | -12.0% |
| AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $204,835 | -3.5% | 2,796 | -1.0% | 0.04% | 0.0% |
| TSLA | Sell | TESLA INC | $193,921 | -11.9% | 775 | -7.8% | 0.04% | -8.9% |
| MUB | Sell | ISHARES TRnational mun etf | $187,239 | -7.7% | 1,826 | -3.9% | 0.04% | -2.4% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $190,427 | -6.2% | 3,820 | -2.7% | 0.04% | -2.4% |
| FB | Buy | META PLATFORMS INCcl a | $182,528 | +22.3% | 608 | +16.9% | 0.04% | +25.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $183,888 | -3.8% | 549 | -1.3% | 0.04% | 0.0% |
| PANW | PALO ALTO NETWORKS INC | $178,175 | -8.2% | 760 | 0.0% | 0.04% | -5.0% | |
| EFV | ISHARES TReafe value etf | $175,684 | -0.0% | 3,591 | 0.0% | 0.04% | +2.8% | |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $176,822 | -7.8% | 6,068 | -3.5% | 0.04% | -5.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $168,941 | +61.1% | 1,291 | +47.4% | 0.04% | +71.4% |
| PNC | PNC FINL SVCS GROUP INC | $165,249 | -2.5% | 1,346 | 0.0% | 0.04% | 0.0% | |
| T | Buy | AT&T INC | $162,809 | -3.6% | 10,839 | +2.3% | 0.03% | -2.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $161,152 | +268.9% | 3,686 | +289.6% | 0.03% | +277.8% |
| CVX | Buy | CHEVRON CORP NEW | $155,475 | +56.6% | 922 | +46.1% | 0.03% | +65.0% |
| DVY | ISHARES TRselect divid etf | $150,696 | -5.0% | 1,400 | 0.0% | 0.03% | 0.0% | |
| PAYX | PAYCHEX INC | $149,929 | +3.1% | 1,300 | 0.0% | 0.03% | +6.7% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $151,737 | +9.7% | 5,287 | 0.0% | 0.03% | +14.3% | |
| VZ | VERIZON COMMUNICATIONS INC | $149,086 | -12.9% | 4,600 | 0.0% | 0.03% | -11.4% | |
| RCL | ROYAL CARIBBEAN GROUP | $146,227 | -11.2% | 1,587 | 0.0% | 0.03% | -8.8% | |
| VLO | VALERO ENERGY CORP | $141,710 | +20.8% | 1,000 | 0.0% | 0.03% | +25.0% | |
| AMZN | Buy | AMAZON COM INC | $138,053 | +40.1% | 1,086 | +43.7% | 0.03% | +45.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $133,602 | -10.2% | 880 | -6.7% | 0.03% | -6.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $134,092 | +16.9% | 1,017 | +7.3% | 0.03% | +21.7% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $127,257 | -4.3% | 819 | 0.0% | 0.03% | 0.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $117,938 | +21.3% | 2,032 | +33.6% | 0.02% | +25.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $112,101 | +3.2% | 773 | +3.5% | 0.02% | +9.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $114,956 | +6.8% | 228 | +1.8% | 0.02% | +9.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $103,725 | -6.2% | 250 | 0.0% | 0.02% | -4.3% | |
| COP | CONOCOPHILLIPS | $104,825 | +15.6% | 875 | 0.0% | 0.02% | +15.8% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $103,267 | +1.7% | 4,064 | 0.0% | 0.02% | +4.8% | |
| SO | Buy | SOUTHERN CO | $98,504 | +46.5% | 1,522 | +59.0% | 0.02% | +50.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $100,108 | -1.0% | 1,160 | +9.4% | 0.02% | 0.0% |
| V | Buy | VISA INC | $93,400 | +1208.1% | 406 | +1253.3% | 0.02% | +1900.0% |
| LLY | ELI LILLY & CO | $93,998 | +14.5% | 175 | 0.0% | 0.02% | +17.6% | |
| NKE | Buy | NIKE INCcl b | $89,580 | +35.1% | 937 | +55.9% | 0.02% | +35.7% |
| ICF | ISHARES TRcohen steer reit | $90,539 | -9.7% | 1,805 | 0.0% | 0.02% | -9.5% | |
| CSCO | Buy | CISCO SYS INC | $89,565 | +74.1% | 1,666 | +67.6% | 0.02% | +72.7% |
| DES | WISDOMTREE TRus smallcap divd | $91,622 | -2.0% | 3,249 | 0.0% | 0.02% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $83,054 | -7.2% | 1,207 | 0.0% | 0.02% | 0.0% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $84,227 | +84.2% | 2,148 | +91.1% | 0.02% | +100.0% |
| BAC | Buy | BANK AMERICA CORP | $85,643 | +64.7% | 3,128 | +72.6% | 0.02% | +63.6% |
| PRU | PRUDENTIAL FINL INC | $81,985 | +7.6% | 864 | 0.0% | 0.02% | +6.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $81,129 | -4.9% | 1,169 | 0.0% | 0.02% | 0.0% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $78,657 | -7.7% | 5,914 | 0.0% | 0.02% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $81,590 | +3.9% | 2,981 | 0.0% | 0.02% | +6.2% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $80,151 | -5.9% | 652 | 0.0% | 0.02% | 0.0% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $82,777 | +9.9% | 590 | +4.8% | 0.02% | +13.3% |
| GIS | Sell | GENERAL MLS INC | $73,589 | -17.3% | 1,150 | -0.9% | 0.02% | -11.1% |
| BDX | BECTON DICKINSON & CO | $73,682 | -2.1% | 285 | 0.0% | 0.02% | +6.7% | |
| DUK | DUKE ENERGY CORP NEW | $74,845 | -1.6% | 848 | 0.0% | 0.02% | 0.0% | |
| CRM | Buy | SALESFORCE INC | $77,868 | +124.7% | 384 | +134.1% | 0.02% | +128.6% |
| PEP | PEPSICO INC | $77,002 | -8.5% | 454 | 0.0% | 0.02% | -5.9% | |
| PFF | ISHARES TRpfd and incm sec | $73,265 | -2.5% | 2,430 | 0.0% | 0.02% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $69,548 | -1.2% | 200 | 0.0% | 0.02% | +7.1% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $69,714 | -10.6% | 354 | +2.9% | 0.02% | -6.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $71,783 | +9.2% | 127 | +4.1% | 0.02% | +15.4% |
| SSB | SOUTHSTATE CORPORATION | $71,604 | +2.4% | 1,063 | 0.0% | 0.02% | +7.1% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $68,426 | -52.9% | 767 | -49.8% | 0.01% | -53.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $66,716 | +232.1% | 245 | +245.1% | 0.01% | +250.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $67,070 | +127.6% | 164 | +156.2% | 0.01% | +133.3% |
| AAPL | New | APPLE INCcall | $68,484 | – | 400 | +100.0% | 0.01% | – |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $67,947 | -9.9% | 1,153 | 0.0% | 0.01% | -6.7% | |
| UNP | Buy | UNION PAC CORP | $62,515 | +4.6% | 307 | +5.1% | 0.01% | +8.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $61,586 | +571.7% | 710 | +545.5% | 0.01% | +550.0% |
| CSX | CSX CORP | $61,316 | -9.8% | 1,994 | 0.0% | 0.01% | -7.1% | |
| RJF | RAYMOND JAMES FINL INC | $60,861 | -3.2% | 606 | 0.0% | 0.01% | 0.0% | |
| BA | Sell | BOEING CO | $61,338 | -21.5% | 320 | -13.5% | 0.01% | -18.8% |
| LOW | Buy | LOWES COS INC | $55,909 | -2.1% | 269 | +6.3% | 0.01% | 0.0% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $58,968 | -41.1% | 300 | -45.0% | 0.01% | -40.0% |
| FCF | FIRST COMWLTH FINL CORP PA | $57,290 | -3.5% | 4,692 | 0.0% | 0.01% | 0.0% | |
| MRK | Sell | MERCK & CO INC | $50,565 | -21.6% | 491 | -12.2% | 0.01% | -15.4% |
| CMCSA | COMCAST CORP NEWcl a | $53,297 | +6.7% | 1,202 | 0.0% | 0.01% | +10.0% | |
| New | AMERICAN CENTY ETF TRavantis all eqt | $51,508 | – | 1,006 | +100.0% | 0.01% | – | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $53,056 | -1.9% | 516 | +8.6% | 0.01% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $54,243 | -10.5% | 348 | +3.0% | 0.01% | -8.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $51,270 | +145.1% | 466 | +151.9% | 0.01% | +175.0% |
| TIP | Buy | ISHARES TRtips bd etf | $50,927 | -0.2% | 491 | +3.6% | 0.01% | +10.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $51,886 | +1.2% | 2,333 | +29.6% | 0.01% | +10.0% |
| IWF | ISHARES TRrus 1000 grw etf | $54,262 | -3.3% | 204 | 0.0% | 0.01% | 0.0% | |
| DSI | Sell | ISHARES TRmsci kld400 soc | $45,183 | -11.0% | 555 | -8.0% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $48,654 | +95.6% | 3,917 | +138.3% | 0.01% | +100.0% |
| RWM | PROSHARES TRshrt russell2000 | $49,268 | +6.0% | 2,035 | 0.0% | 0.01% | +11.1% | |
| DHR | DANAHER CORPORATION | $46,643 | +3.4% | 188 | 0.0% | 0.01% | +11.1% | |
| ABBV | Buy | ABBVIE INC | $46,805 | +18.2% | 314 | +6.8% | 0.01% | +25.0% |
| BP | Buy | BP PLCsponsored adr | $49,464 | +41.6% | 1,277 | +29.0% | 0.01% | +42.9% |
| EFZ | PROSHARES TR | $45,759 | +5.7% | 2,409 | 0.0% | 0.01% | +11.1% | |
| PYPL | Buy | PAYPAL HLDGS INC | $46,242 | +20.3% | 791 | +37.3% | 0.01% | +25.0% |
| FAS | DIREXION SHS ETF TRdly fin bull new | $47,016 | -7.6% | 800 | 0.0% | 0.01% | 0.0% | |
| DIS | New | DISNEY WALT COcall | $48,630 | – | 600 | +100.0% | 0.01% | – |
| CARR | CARRIER GLOBAL CORPORATION | $48,135 | +11.0% | 872 | 0.0% | 0.01% | +11.1% | |
| MMM | 3M CO | $49,151 | -6.5% | 525 | 0.0% | 0.01% | -9.1% | |
| FARO | FARO TECHNOLOGIES INC | $45,690 | -6.0% | 3,000 | 0.0% | 0.01% | 0.0% | |
| GPN | New | GLOBAL PMTS INC | $46,964 | – | 407 | +100.0% | 0.01% | – |
| DD | DUPONT DE NEMOURS INC | $48,335 | +4.4% | 648 | 0.0% | 0.01% | +11.1% | |
| Buy | LINDE PLC | $46,172 | +3.6% | 124 | +6.0% | 0.01% | +11.1% | |
| NBH | NEUBERGER BERMAN MUN FD INC | $40,534 | -10.4% | 4,401 | 0.0% | 0.01% | 0.0% | |
| RTX | Sell | RTX CORPORATION | $41,095 | -39.2% | 571 | -17.2% | 0.01% | -35.7% |
| IYH | New | ISHARES TRus hlthcare etf | $42,942 | – | 159 | +100.0% | 0.01% | – |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $44,199 | -15.2% | 188 | -11.7% | 0.01% | -18.2% |
| MET | Buy | METLIFE INC | $41,066 | +11.4% | 653 | +0.2% | 0.01% | +12.5% |
| ETN | EATON CORP PLC | $41,377 | +6.1% | 194 | 0.0% | 0.01% | +12.5% | |
| IMCG | ISHARES TRmrgstr md cp grw | $44,219 | -6.3% | 774 | 0.0% | 0.01% | -10.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $41,240 | -4.6% | 376 | 0.0% | 0.01% | 0.0% | |
| AMERICAN CENTY ETF TRemerging mkt val | $36,924 | -0.5% | 850 | 0.0% | 0.01% | 0.0% | ||
| CAT | CATERPILLAR INC | $37,128 | +11.0% | 136 | 0.0% | 0.01% | +14.3% | |
| OKE | Buy | ONEOK INC NEW | $37,488 | +1740.4% | 591 | +1690.9% | 0.01% | – |
| MS | Sell | MORGAN STANLEY | $38,304 | -7.3% | 469 | -3.1% | 0.01% | 0.0% |
| WFC | Sell | WELLS FARGO CO NEW | $37,061 | -11.6% | 907 | -7.6% | 0.01% | -11.1% |
| GTLS | Buy | CHART INDS INC | $39,067 | +688.6% | 231 | +645.2% | 0.01% | +700.0% |
| MPC | Sell | MARATHON PETE CORP | $38,592 | -34.5% | 255 | -49.5% | 0.01% | -33.3% |
| OXSQ | Buy | OXFORD SQUARE CAP CORP | $39,630 | +17.7% | 13,166 | +3.6% | 0.01% | +14.3% |
| CLPT | CLEARPOINT NEURO INC | $31,143 | -30.8% | 6,216 | 0.0% | 0.01% | -22.2% | |
| BIDU | BAIDU INCspon adr rep a | $32,244 | -1.9% | 240 | 0.0% | 0.01% | 0.0% | |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $31,089 | +113.5% | 977 | +997.8% | 0.01% | +133.3% |
| ZTS | Buy | ZOETIS INCcl a | $32,535 | +107.6% | 187 | +105.5% | 0.01% | +133.3% |
| DOW | Buy | DOW INC | $33,308 | +2.7% | 646 | +6.1% | 0.01% | 0.0% |
| PDI | PIMCO DYNAMIC INCOME FD | $31,796 | -7.8% | 1,840 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $35,521 | -16.8% | 289 | 0.0% | 0.01% | -22.2% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $32,343 | +20.8% | 874 | +55.2% | 0.01% | +40.0% |
| WM | WASTE MGMT INC DEL | $33,385 | -12.1% | 219 | 0.0% | 0.01% | -12.5% | |
| NFLX | NETFLIX INC | $30,586 | -14.3% | 81 | 0.0% | 0.01% | -14.3% | |
| DVN | DEVON ENERGY CORP NEW | $26,903 | -1.3% | 564 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $30,298 | -11.0% | 164 | 0.0% | 0.01% | -14.3% | |
| PROSHARES TRbitcoin strate | $26,557 | -18.7% | 1,923 | 0.0% | 0.01% | -14.3% | ||
| GNL | New | GLOBAL NET LEASE INC | $30,647 | – | 3,189 | +100.0% | 0.01% | – |
| DIGITAL WORLD ACQUISITION CO | $29,359 | +30.7% | 1,788 | 0.0% | 0.01% | +20.0% | ||
| XBI | SPDR SER TRs&p biotech | $29,208 | -12.2% | 400 | 0.0% | 0.01% | -14.3% | |
| INTU | INTUIT | $30,657 | +11.5% | 60 | 0.0% | 0.01% | 0.0% | |
| Buy | WARNER BROS DISCOVERY INC | $28,801 | -12.7% | 2,652 | +0.8% | 0.01% | -14.3% | |
| EVRG | EVERGY INC | $27,074 | -13.2% | 534 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $30,799 | -7.2% | 815 | 0.0% | 0.01% | -14.3% | |
| ASTE | New | ASTEC INDS INC | $28,926 | – | 614 | +100.0% | 0.01% | – |
| TT | TRANE TECHNOLOGIES PLC | $29,807 | +6.1% | 147 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $26,911 | -10.7% | 526 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $27,032 | -5.4% | 399 | 0.0% | 0.01% | 0.0% | |
| JCI | New | JOHNSON CTLS INTL PLC | $30,277 | – | 569 | +100.0% | 0.01% | – |
| AFL | AFLAC INC | $29,242 | +10.0% | 381 | 0.0% | 0.01% | +20.0% | |
| INTC | Buy | INTEL CORP | $22,468 | +215.4% | 632 | +196.7% | 0.01% | +400.0% |
| DFAU | DIMENSIONAL ETF TRUSTus core eqt mkt | $26,027 | -3.4% | 869 | 0.0% | 0.01% | -16.7% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $23,707 | -3.0% | 326 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC | $24,369 | +0.8% | 174 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE PALMOLIVE CO | $22,045 | -7.7% | 310 | 0.0% | 0.01% | 0.0% | |
| RE | EVEREST GROUP LTD | $23,787 | +8.7% | 64 | 0.0% | 0.01% | +25.0% | |
| New | DIMENSIONAL ETF TRUSTshort duration f | $25,509 | – | 550 | +100.0% | 0.01% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $21,535 | +11.1% | 230 | 0.0% | 0.01% | +25.0% | |
| PK | PARK HOTELS & RESORTS INC | $22,411 | -3.9% | 1,819 | 0.0% | 0.01% | 0.0% | |
| STBA | S & T BANCORP INC | $25,726 | -0.4% | 950 | 0.0% | 0.01% | 0.0% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $23,714 | -4.2% | 493 | 0.0% | 0.01% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $23,492 | -7.9% | 102 | 0.0% | 0.01% | 0.0% | |
| RF | New | REGIONS FINANCIAL CORP NEW | $25,697 | – | 1,494 | +100.0% | 0.01% | – |
| BBDC | BARINGS BDC INC | $24,173 | +13.6% | 2,713 | 0.0% | 0.01% | +25.0% | |
| LIT | New | GLOBAL X FDSlithium btry etf | $24,386 | – | 442 | +100.0% | 0.01% | – |
| SH | PROSHARES TRshort s&p 500 ne | $23,934 | +4.3% | 1,654 | 0.0% | 0.01% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $21,336 | -2.0% | 49 | 0.0% | 0.01% | +25.0% | |
| New | DIMENSIONAL ETF TRUST | $24,868 | – | 616 | +100.0% | 0.01% | – | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $22,248 | -4.2% | 503 | 0.0% | 0.01% | 0.0% | |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $22,869 | -14.3% | 84 | -7.7% | 0.01% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| NNN | NNN REIT INC | $16,999 | -17.4% | 481 | 0.0% | 0.00% | 0.0% | |
| FIZZ | New | NATIONAL BEVERAGE CORP | $20,830 | – | 443 | +100.0% | 0.00% | – |
| AVGO | Buy | BROADCOM INC | $18,273 | +50.5% | 22 | +57.1% | 0.00% | +100.0% |
| KRG | KITE RLTY GROUP TR | $16,922 | -4.1% | 790 | 0.0% | 0.00% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $19,235 | -3.0% | 38 | 0.0% | 0.00% | 0.0% | |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $17,231 | -6.2% | 725 | -2.3% | 0.00% | 0.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $18,576 | +222.6% | 383 | +275.5% | 0.00% | +300.0% |
| NOW | SERVICENOW INC | $17,328 | -0.5% | 31 | 0.0% | 0.00% | 0.0% | |
| VLY | Buy | VALLEY NATL BANCORP | $19,605 | +10.6% | 2,290 | +0.1% | 0.00% | 0.0% |
| OTIS | OTIS WORLDWIDE CORP | $20,961 | -9.8% | 261 | 0.0% | 0.00% | -20.0% | |
| IBHG | ISHARES TRibonds 2027 term | $17,221 | -1.4% | 800 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $19,443 | -10.4% | 96 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $16,937 | +1.2% | 89 | 0.0% | 0.00% | +33.3% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $20,178 | +236.2% | 377 | +252.3% | 0.00% | +300.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $18,095 | -15.8% | 250 | -13.5% | 0.00% | 0.0% |
| XYL | XYLEM INC | $20,846 | -19.2% | 229 | 0.0% | 0.00% | -20.0% | |
| IWR | ISHARES TRrus mid cap etf | $18,144 | -5.2% | 262 | 0.0% | 0.00% | 0.0% | |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $19,302 | – | 131 | +100.0% | 0.00% | – |
| Sell | GENERAL ELECTRIC CO | $16,695 | -44.7% | 151 | -45.1% | 0.00% | -33.3% | |
| CI | THE CIGNA GROUP | $19,757 | +2.0% | 69 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $19,415 | +0.3% | 60 | 0.0% | 0.00% | 0.0% | |
| CCL | Buy | CARNIVAL CORP | $21,088 | -20.0% | 1,537 | +9.8% | 0.00% | -20.0% |
| MTB | M & T BK CORP | $16,692 | +2.2% | 132 | 0.0% | 0.00% | +33.3% | |
| OLN | OLIN CORP | $14,245 | -2.7% | 285 | 0.0% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $15,187 | -2.9% | 100 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $15,903 | -7.4% | 900 | 0.0% | 0.00% | -25.0% | |
| CTO | CTO RLTY GROWTH INC NEW | $15,465 | -5.4% | 954 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $14,802 | -7.2% | 352 | 0.0% | 0.00% | 0.0% | |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $15,284 | -41.6% | 1,348 | -42.1% | 0.00% | -40.0% |
| PM | PHILIP MORRIS INTL INC | $15,924 | -5.2% | 172 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $12,748 | +6.8% | 132 | 0.0% | 0.00% | +50.0% | |
| ENB | ENBRIDGE INC | $13,182 | -9.7% | 393 | 0.0% | 0.00% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $13,444 | -1.7% | 306 | 0.0% | 0.00% | 0.0% | |
| New | PRIORITY TECHNOLOGY HLDGS IN | $16,200 | – | 5,000 | +100.0% | 0.00% | – | |
| NTRA | New | NATERA INC | $13,629 | – | 308 | +100.0% | 0.00% | – |
| FICO | FAIR ISAAC CORP | $16,503 | +7.3% | 19 | 0.0% | 0.00% | 0.0% | |
| XPO | New | XPO INC | $14,932 | – | 200 | +100.0% | 0.00% | – |
| FDX | FEDEX CORP | $12,187 | +6.9% | 46 | 0.0% | 0.00% | +50.0% | |
| ABT | ABBOTT LABS | $12,010 | -11.2% | 124 | 0.0% | 0.00% | 0.0% | |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $13,130 | – | 282 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $12,115 | – | 129 | +100.0% | 0.00% | – |
| XLF | SELECT SECTOR SPDR TRfinancial | $14,164 | -1.6% | 427 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC | $12,426 | -10.5% | 110 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $16,176 | -12.6% | 729 | 0.0% | 0.00% | -25.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,162 | -3.0% | 110 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $14,070 | +5.2% | 101 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE INC | $16,317 | +4.3% | 32 | 0.0% | 0.00% | 0.0% | |
| WING | WINGSTOP INC | $13,309 | -10.1% | 74 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $13,720 | -6.1% | 415 | 0.0% | 0.00% | 0.0% | |
| ABNB | Sell | AIRBNB INC | $13,721 | -35.1% | 100 | -39.4% | 0.00% | -25.0% |
| HUM | HUMANA INC | $14,596 | +8.8% | 30 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $15,344 | -10.1% | 75 | 0.0% | 0.00% | 0.0% | |
| IDCC | New | INTERDIGITAL INC | $16,369 | – | 204 | +100.0% | 0.00% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $13,615 | +67.5% | 38 | +72.7% | 0.00% | +50.0% |
| NOBL | PROSHARES TRs&p 500 dv arist | $13,903 | -6.1% | 157 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $14,513 | -9.1% | 255 | 0.0% | 0.00% | 0.0% | |
| IBB | New | ISHARES TRishares biotech | $14,675 | – | 120 | +100.0% | 0.00% | – |
| RSG | REPUBLIC SVCS INC | $14,679 | -7.0% | 103 | 0.0% | 0.00% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $13,076 | +0.7% | 27 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC | $15,861 | +10.4% | 433 | 0.0% | 0.00% | 0.0% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $15,118 | -18.8% | 288 | -15.8% | 0.00% | -25.0% |
| ESML | New | ISHARES TResg aware msci | $12,170 | – | 362 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TRcore msci eafe | $12,420 | – | 193 | +100.0% | 0.00% | – |
| MCK | MCKESSON CORP | $8,263 | +1.8% | 19 | 0.0% | 0.00% | 0.0% | |
| UVV | UNIVERSAL CORP VA | $10,151 | -5.5% | 215 | 0.0% | 0.00% | 0.0% | |
| GOLD | New | BARRICK GOLD CORP | $7,901 | – | 543 | +100.0% | 0.00% | – |
| BKNG | BOOKING HOLDINGS INC | $9,252 | +14.2% | 3 | 0.0% | 0.00% | 0.0% | |
| ENFR | ALPS ETF TRalerian energy | $11,080 | +1.6% | 500 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $7,608 | +7.0% | 6 | 0.0% | 0.00% | +100.0% | |
| OMC | OMNICOM GROUP INC | $7,672 | -21.7% | 103 | 0.0% | 0.00% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $7,590 | -4.1% | 200 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $8,368 | -4.7% | 113 | 0.0% | 0.00% | 0.0% | |
| PEAKSTONE REALTY TRUST | $9,219 | -40.4% | 554 | 0.0% | 0.00% | -33.3% | ||
| ARW | ARROW ELECTRS INC | $11,648 | -12.6% | 93 | 0.0% | 0.00% | -33.3% | |
| MRNA | Buy | MODERNA INC | $10,329 | +507.2% | 100 | +614.3% | 0.00% | – |
| QUBT | New | QUANTUM COMPUTING INC | $9,558 | – | 8,850 | +100.0% | 0.00% | – |
| IWS | ISHARES TRrus mdcp val etf | $11,582 | -5.0% | 111 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $9,574 | +3.8% | 42 | 0.0% | 0.00% | 0.0% | |
| New | GXO LOGISTICS INCORPORATED | $11,730 | – | 200 | +100.0% | 0.00% | – | |
| MCO | MOODYS CORP | $8,854 | -9.1% | 28 | 0.0% | 0.00% | 0.0% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,290 | – | 97 | +100.0% | 0.00% | – |
| REGN | REGENERON PHARMACEUTICALS | $10,699 | +14.5% | 13 | 0.0% | 0.00% | 0.0% | |
| PPLT | New | ABRDN PLATINUM ETF TRUST | $8,362 | – | 100 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $11,842 | – | 131 | +100.0% | 0.00% | – |
| VDC | VANGUARD WORLD FDSconsum stp etf | $8,892 | -6.1% | 49 | 0.0% | 0.00% | 0.0% | |
| ROL | ROLLINS INC | $10,005 | -12.8% | 268 | 0.0% | 0.00% | 0.0% | |
| IWO | New | ISHARES TRrus 2000 grw etf | $8,294 | – | 37 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC | $7,538 | – | 200 | +100.0% | 0.00% | – |
| LRCX | LAM RESEARCH CORP | $9,402 | -2.5% | 15 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $7,873 | -5.8% | 78 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $11,660 | -2.2% | 1,058 | 0.0% | 0.00% | 0.0% | |
| CVS | Sell | CVS HEALTH CORP | $7,332 | -67.2% | 105 | -67.5% | 0.00% | -60.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $11,340 | -24.0% | 419 | +1.7% | 0.00% | -33.3% |
| IYG | ISHARES TRu.s. fin svc etf | $7,578 | -2.1% | 49 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $10,597 | -8.9% | 29 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $9,264 | -4.8% | 207 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $7,652 | -10.4% | 28 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $11,155 | -11.0% | 190 | 0.0% | 0.00% | -33.3% | |
| BLK | Buy | BLACKROCK INC | $7,758 | +124.5% | 12 | +140.0% | 0.00% | +100.0% |
| EQIX | EQUINIX INC | $11,621 | -7.4% | 16 | 0.0% | 0.00% | -33.3% | |
| EFX | EQUIFAX INC | $7,877 | -22.1% | 43 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $7,928 | -5.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ABC | CENCORA INC | $7,739 | -6.5% | 43 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $10,957 | -7.2% | 91 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $7,628 | -1.3% | 173 | 0.0% | 0.00% | 0.0% | |
| PTY | PIMCO CORPORATE & INCOME OPP | $9,738 | -6.6% | 745 | 0.0% | 0.00% | 0.0% | |
| HOMZ | New | ETF SER SOLUTIONShoya cap housi | $7,399 | – | 208 | +100.0% | 0.00% | – |
| ITA | ISHARES TRus aer def etf | $10,068 | -9.2% | 95 | 0.0% | 0.00% | 0.0% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $7,365 | +1.4% | 500 | 0.0% | 0.00% | +100.0% | |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $7,204 | +23.6% | 128 | 0.0% | 0.00% | +100.0% | |
| BYLD | ISHARES TRyld optim bd | $8,251 | -2.6% | 386 | 0.0% | 0.00% | 0.0% | |
| OII | OCEANEERING INTL INC | $7,691 | +37.5% | 299 | 0.0% | 0.00% | +100.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,365 | +10.7% | 18 | 0.0% | 0.00% | +100.0% | |
| SLV | New | ISHARES SILVER TRishares | $10,170 | – | 500 | +100.0% | 0.00% | – |
| CNP | CENTERPOINT ENERGY INC | $8,458 | -7.9% | 315 | 0.0% | 0.00% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $10,728 | +4.5% | 184 | -12.0% | 0.00% | 0.0% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $8,248 | -4.0% | 250 | +400.0% | 0.00% | 0.0% |
| ISRG | INTUITIVE SURGICAL INC | $9,646 | -14.5% | 33 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC | $8,253 | +1.0% | 837 | +2.2% | 0.00% | 0.0% |
| GASS | STEALTHGAS INC | $10,070 | +18.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VVI | Buy | VIAD CORP | $8,292 | +42.1% | 316 | +45.6% | 0.00% | +100.0% |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $11,841 | -3.2% | 272 | 0.0% | 0.00% | 0.0% | |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $7,540 | – | 306 | +100.0% | 0.00% | – |
| MA | MASTERCARD INCORPORATEDcl a | $11,086 | +0.7% | 28 | 0.0% | 0.00% | 0.0% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $6,086 | -4.1% | 206 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $5,951 | -10.1% | 150 | 0.0% | 0.00% | 0.0% | |
| AMG | AFFILIATED MANAGERS GROUP IN | $2,868 | -13.0% | 22 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $6,802 | -5.4% | 24 | 0.0% | 0.00% | 0.0% | |
| ALEX | New | ALEXANDER & BALDWIN INC NEW | $3,865 | – | 231 | +100.0% | 0.00% | – |
| ATI | Sell | ATI INC | $2,881 | -45.7% | 70 | -41.7% | 0.00% | 0.0% |
| Buy | AMERICAN CENTY ETF TRavantis all eqt | $2,588 | +7.8% | 44 | +10.0% | 0.00% | – | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,632 | +69.6% | 16 | +100.0% | 0.00% | – |
| ANSS | ANSYS INC | $5,654 | -9.9% | 19 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $5,056 | +20.3% | 123 | 0.0% | 0.00% | 0.0% | |
| APPLIED DNA SCIENCES INC | $2,420 | -6.2% | 2,000 | 0.0% | 0.00% | 0.0% | ||
| ARCB | ARCBEST CORP | $3,457 | +2.9% | 34 | 0.0% | 0.00% | 0.0% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $4,903 | -19.9% | 65 | -19.8% | 0.00% | 0.0% |
| ANET | ARISTA NETWORKS INC | $2,759 | +13.5% | 15 | 0.0% | 0.00% | – | |
| ARLO | New | ARLO TECHNOLOGIES INC | $4,635 | – | 450 | +100.0% | 0.00% | – |
| ADSK | AUTODESK INC | $5,587 | +1.1% | 27 | 0.0% | 0.00% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,053 | +9.5% | 21 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC | $2,540 | +1.8% | 1 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $5,864 | +11.7% | 166 | 0.0% | 0.00% | 0.0% | |
| BLW | BLACKROCK LTD DURATION INCOM | $6,440 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BWMN | Sell | BOWMAN CONSULTING GROUP LTD | $5,578 | -13.0% | 199 | -1.0% | 0.00% | 0.0% |
| BYD | BOYD GAMING CORP | $2,373 | -12.3% | 39 | 0.0% | 0.00% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $2,481 | -13.6% | 43 | 0.0% | 0.00% | 0.0% | |
| CNO | CNO FINL GROUP INC | $6,645 | +0.3% | 280 | 0.0% | 0.00% | 0.0% | |
| CADENCE BANK | $4,138 | +8.0% | 195 | 0.0% | 0.00% | 0.0% | ||
| CALM | CAL MAINE FOODS INC | $2,760 | +7.6% | 57 | 0.0% | 0.00% | 0.0% | |
| CAL | CALERES INC | $6,702 | +20.2% | 233 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $5,823 | -11.3% | 60 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $3,213 | -8.2% | 37 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $2,893 | +2.1% | 42 | 0.0% | 0.00% | 0.0% | |
| CDAY | CERIDIAN HCM HLDG INC | $2,579 | +1.3% | 38 | 0.0% | 0.00% | 0.0% | |
| CNK | CINEMARK HLDGS INC | $2,863 | +11.2% | 156 | 0.0% | 0.00% | 0.0% | |
| CIR | CIRCOR INTL INC | $5,241 | -1.2% | 94 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $4,449 | +2.7% | 166 | 0.0% | 0.00% | 0.0% | |
| CCOI | COGENT COMMUNICATIONS HLDGS | $2,910 | -8.0% | 47 | 0.0% | 0.00% | 0.0% | |
| CMA | COMERICA INC | $5,984 | -1.9% | 144 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $4,705 | -5.4% | 55 | 0.0% | 0.00% | 0.0% | |
| CORE LABORATORIES INC | $4,322 | +3.3% | 180 | 0.0% | 0.00% | 0.0% | ||
| DAN | DANA INC | $3,815 | -13.7% | 260 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $4,106 | -27.4% | 44 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $4,852 | -25.9% | 56 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $4,152 | -25.8% | 39 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $5,608 | -11.2% | 135 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $6,329 | -8.9% | 100 | 0.0% | 0.00% | 0.0% | |
| EME | EMCOR GROUP INC | $3,367 | +13.9% | 16 | 0.0% | 0.00% | 0.0% | |
| FS CREDIT OPPORTUNITIES CORP | $5,762 | +14.1% | 1,063 | 0.0% | 0.00% | 0.0% | ||
| FDS | FACTSET RESH SYS INC | $3,499 | +9.1% | 8 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $3,443 | -7.4% | 63 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC | $3,384 | +10.2% | 21 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $4,991 | -3.4% | 197 | 0.0% | 0.00% | 0.0% | |
| FHB | Buy | FIRST HAWAIIAN INC | $2,419 | +1.6% | 134 | +1.5% | 0.00% | – |
| FLR | FLUOR CORP NEW | $2,936 | +24.0% | 80 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $4,821 | -0.8% | 65 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $5,334 | -8.0% | 217 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $3,245 | -6.8% | 87 | 0.0% | 0.00% | 0.0% | |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $3,334 | -54.4% | 49 | -45.6% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $3,757 | +2.7% | 17 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $5,198 | -14.7% | 36 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $3,747 | -2.8% | 50 | 0.0% | 0.00% | 0.0% | |
| GT | GOODYEAR TIRE & RUBR CO | $2,884 | -9.1% | 232 | 0.0% | 0.00% | 0.0% | |
| GBX | GREENBRIER COS INC | $4,240 | -7.2% | 106 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $2,460 | -18.9% | 10 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $3,958 | -16.3% | 154 | 0.0% | 0.00% | 0.0% | |
| HAE | HAEMONETICS CORP MASS | $3,584 | +5.2% | 40 | 0.0% | 0.00% | 0.0% | |
| HAL | Sell | HALLIBURTON CO | $6,480 | -6.5% | 160 | -23.8% | 0.00% | 0.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $3,688 | -1.5% | 52 | 0.0% | 0.00% | 0.0% | |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $6,684 | -65.0% | 543 | +2.8% | 0.00% | -75.0% |
| HSY | HERSHEY CO | $4,602 | -19.9% | 23 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,430 | +3.4% | 255 | 0.0% | 0.00% | 0.0% | |
| HOPE | HOPE BANCORP INC | $5,275 | +5.1% | 596 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $3,600 | -4.5% | 224 | 0.0% | 0.00% | 0.0% | |
| JBHT | HUNT J B TRANS SVCS INC | $6,599 | +4.1% | 35 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP | $2,913 | -3.4% | 14 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $6,122 | -12.9% | 14 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $3,707 | -26.8% | 27 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $3,193 | +11.5% | 90 | 0.0% | 0.00% | 0.0% | |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $4,821 | -95.1% | 123 | -94.8% | 0.00% | -95.0% |
| AIR | AAR CORP | $3,989 | +3.1% | 67 | 0.0% | 0.00% | 0.0% | |
| IQV | IQVIA HLDGS INC | $5,313 | -12.5% | 27 | 0.0% | 0.00% | 0.0% | |
| IRM | IRON MTN INC DEL | $6,718 | +4.6% | 113 | 0.0% | 0.00% | 0.0% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $3,236 | -65.1% | 40 | -64.9% | 0.00% | -50.0% |
| IYZ | ISHARES TR | $6,390 | -3.6% | 300 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $6,642 | -9.7% | 85 | 0.0% | 0.00% | -50.0% | |
| IYF | New | ISHARES TRu.s. finls etf | $5,682 | – | 76 | +100.0% | 0.00% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $6,604 | – | 452 | +100.0% | 0.00% | – |
| IXUS | Sell | ISHARES TRcore msci total | $6,959 | -86.3% | 116 | -85.7% | 0.00% | -90.0% |
| IEMG | ISHARES INCcore msci emkt | $5,569 | -3.4% | 117 | 0.0% | 0.00% | 0.0% | |
| IBHE | ISHARES TRibonds 25 trm hg | $4,586 | -0.3% | 200 | 0.0% | 0.00% | 0.0% | |
| IBHD | ISHARES TRibonds 24 trm hg | $4,640 | +0.5% | 200 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $2,524 | -1.9% | 105 | 0.0% | 0.00% | 0.0% | |
| EAOA | New | ISHARES TResg aware aggrsv | $5,856 | – | 199 | +100.0% | 0.00% | – |
| JBL | JABIL INC | $2,919 | +17.6% | 23 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,382 | -21.0% | 18 | 0.0% | 0.00% | 0.0% | |
| KIM | KIMCO RLTY CORP | $5,981 | -10.8% | 340 | 0.0% | 0.00% | 0.0% | |
| KEX | KIRBY CORP | $2,650 | +7.6% | 32 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $2,767 | +4.3% | 63 | 0.0% | 0.00% | 0.0% | |
| KOP | KOPPERS HOLDINGS INC | $3,046 | +16.0% | 77 | 0.0% | 0.00% | 0.0% | |
| KHC | Sell | KRAFT HEINZ CO | $3,095 | -36.8% | 92 | -33.3% | 0.00% | 0.0% |
| LW | LAMB WESTON HLDGS INC | $2,497 | -19.6% | 27 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYS INC | $4,778 | -8.1% | 27 | 0.0% | 0.00% | 0.0% | |
| New | LIBERTY MEDIA CORP DEL | $2,617 | – | 42 | +100.0% | 0.00% | – | |
| MSCI | MSCI INC | $3,592 | +9.3% | 7 | 0.0% | 0.00% | 0.0% | |
| MATX | MATSON INC | $3,727 | +14.2% | 42 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $4,554 | -7.8% | 86 | 0.0% | 0.00% | 0.0% | |
| MUR | MURPHY OIL CORP | $6,622 | +18.4% | 146 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $6,123 | -2.5% | 126 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $2,733 | +3.4% | 425 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $2,502 | -4.6% | 16 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $5,644 | -11.4% | 583 | 0.0% | 0.00% | 0.0% | |
| NTR | New | NUTRIEN LTD | $6,856 | – | 111 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $3,636 | – | 4 | +100.0% | 0.00% | – |
| PVH | PVH CORPORATION | $3,520 | -10.0% | 46 | 0.0% | 0.00% | 0.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $4,080 | +15.7% | 255 | +10.9% | 0.00% | 0.0% |
| PARR | PAR PAC HOLDINGS INC | $2,804 | +35.1% | 78 | 0.0% | 0.00% | – | |
| PSX | Sell | PHILLIPS 66 | $6,008 | -37.0% | 50 | -50.0% | 0.00% | -50.0% |
| PXD | PIONEER NAT RES CO | $2,755 | +10.8% | 12 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORP | $2,493 | -5.0% | 7 | 0.0% | 0.00% | 0.0% | |
| PLD | Sell | PROLOGIS INC. | $4,264 | -57.0% | 38 | -53.1% | 0.00% | -50.0% |
| PUMP | PROPETRO HLDG CORP | $3,849 | +29.0% | 362 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE | $6,588 | -9.7% | 25 | 0.0% | 0.00% | 0.0% | |
| RPT | RPT REALTYsh ben int | $4,087 | +1.0% | 387 | 0.0% | 0.00% | 0.0% | |
| New | RXO INC | $3,946 | – | 200 | +100.0% | 0.00% | – | |
| O | Sell | REALTY INCOME CORP | $6,792 | -22.2% | 136 | -6.8% | 0.00% | -50.0% |
| REZI | RESIDEO TECHNOLOGIES INC | $3,587 | -10.5% | 227 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $2,428 | +45.7% | 100 | 0.0% | 0.00% | – | ||
| RKT | ROCKET COS INC | $3,272 | -8.7% | 400 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $4,860 | -13.2% | 17 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $2,725 | +0.7% | 24 | 0.0% | 0.00% | 0.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $3,027 | +57.0% | 55 | +61.8% | 0.00% | – |
| SRE | Buy | SEMPRA | $4,490 | -6.6% | 66 | +100.0% | 0.00% | 0.0% |
| SCI | SERVICE CORP INTL | $2,629 | -11.5% | 46 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $3,826 | -3.9% | 15 | 0.0% | 0.00% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $5,795 | -19.1% | 1,282 | -18.9% | 0.00% | 0.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $2,662 | -10.9% | 27 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $2,467 | -1.6% | 23 | 0.0% | 0.00% | 0.0% | |
| TGT | Sell | TARGET CORP | $3,905 | -57.1% | 35 | -49.3% | 0.00% | -50.0% |
| TCBI | TEXAS CAP BANCSHARES INC | $2,651 | +14.4% | 45 | 0.0% | 0.00% | – | |
| TXT | TEXTRON INC | $6,095 | +15.5% | 78 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $4,518 | -8.9% | 123 | 0.0% | 0.00% | 0.0% | |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $3,770 | -87.6% | 26 | -87.0% | 0.00% | -83.3% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,896 | -3.9% | 74 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $3,497 | -10.9% | 83 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $6,450 | -3.7% | 45 | 0.0% | 0.00% | 0.0% | |
| New | VERALTO CORP | $5,243 | – | 62 | +100.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INC | $5,198 | +4.5% | 22 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $3,032 | +1.3% | 37 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $5,335 | -8.5% | 174 | 0.0% | 0.00% | 0.0% | |
| WSM | WILLIAMS SONOMA INC | $3,575 | +24.2% | 23 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $2,624 | -9.8% | 21 | 0.0% | 0.00% | 0.0% | |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $3,740 | – | 172 | +100.0% | 0.00% | – |
| CPRI | CAPRI HOLDINGS LIMITED | $4,683 | +46.6% | 89 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $6,592 | -24.3% | 400 | 0.0% | 0.00% | -50.0% | |
| PNR | PENTAIR PLC | $2,526 | +0.2% | 39 | 0.0% | 0.00% | 0.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $5,851 | -11.3% | 28 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $5,786 | +0.9% | 55 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $3,089 | -11.8% | 25 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $6,535 | +3.1% | 69 | 0.0% | 0.00% | 0.0% | |
| SBLK | New | STAR BULK CARRIERS CORP. | $2,545 | – | 132 | +100.0% | 0.00% | – |
| Sell | LUCID GROUP INC | $336 | -55.7% | 60 | -45.5% | 0.00% | – | |
| QS | New | QUANTUMSCAPE CORP | $1,338 | – | 200 | +100.0% | 0.00% | – |
| RPM | RPM INTL INC | $949 | +5.7% | 10 | 0.0% | 0.00% | – | |
| THG | Exit | HANOVER INS GROUP INC | $0 | – | -6 | -100.0% | 0.00% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -25 | -100.0% | 0.00% | – |
| LFUS | LITTELFUSE INC | $990 | -15.1% | 4 | 0.0% | 0.00% | – | |
| RYN | RAYONIER INC | $940 | -9.4% | 33 | 0.0% | 0.00% | – | |
| LECO | LINCOLN ELEC HLDGS INC | $1,273 | -8.5% | 7 | 0.0% | 0.00% | – | |
| RC | READY CAPITAL CORP | $1,689 | -10.4% | 167 | 0.0% | 0.00% | – | |
| NIO | Exit | NIO INCspon ads | $0 | – | -50 | -100.0% | 0.00% | – |
| RWT | REDWOOD TRUST INC | $2,346 | +11.9% | 329 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP | $1,130 | -3.7% | 19 | 0.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $33 | – | 1 | +100.0% | 0.00% | – | |
| LEN | Sell | LENNAR CORPcl a | $898 | -28.4% | 8 | -20.0% | 0.00% | – |
| RODM | New | LATTICE STRATEGIES TRhartford mlt etf | $1,565 | – | 61 | +100.0% | 0.00% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -16 | -100.0% | 0.00% | – |
| PCH | POTLATCHDELTIC CORPORATION | $908 | -14.1% | 20 | 0.0% | 0.00% | – | |
| NSA | NATIONAL STORAGE AFFILIATES | $323 | -7.4% | 10 | 0.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP | $1,372 | +3.9% | 23 | 0.0% | 0.00% | – | |
| NFG | NATIONAL FUEL GAS CO | $1,143 | +1.2% | 22 | 0.0% | 0.00% | – | |
| MHK | MOHAWK INDS INC | $687 | -16.8% | 8 | 0.0% | 0.00% | – | |
| HA | Exit | HAWAIIAN HOLDINGS INC | $0 | – | -67 | -100.0% | 0.00% | – |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,217 | -15.5% | 2 | 0.0% | 0.00% | -100.0% | |
| MMS | MAXIMUS INC | $747 | -11.7% | 10 | 0.0% | 0.00% | – | |
| FLO | Exit | FLOWERS FOODS INC | $0 | – | -36 | -100.0% | 0.00% | – |
| MAS | MASCO CORP | $1,176 | -6.9% | 22 | 0.0% | 0.00% | – | |
| MRO | Sell | MARATHON OIL CORP | $268 | -96.2% | 10 | -96.8% | 0.00% | -100.0% |
| MAN | MANPOWERGROUP INC WIS | $954 | -7.6% | 13 | 0.0% | 0.00% | – | |
| PFS | PROVIDENT FINL SVCS INC | $673 | -6.4% | 44 | 0.0% | 0.00% | – | |
| MAC | MACERICH CO | $906 | -3.2% | 83 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $1,356 | -20.3% | 30 | 0.0% | 0.00% | – | |
| HUN | Exit | HUNTSMAN CORP | $0 | – | -75 | -100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $18 | -35.7% | 12 | 0.0% | 0.00% | – | |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,827 | -8.9% | 22 | 0.0% | 0.00% | – | |
| REXR | REXFORD INDL RLTY INC | $402 | -4.7% | 8 | 0.0% | 0.00% | – | |
| FL | Exit | FOOT LOCKER INC | $0 | – | -50 | -100.0% | 0.00% | – |
| RHI | ROBERT HALF INC. | $1,026 | -2.7% | 14 | 0.0% | 0.00% | – | |
| ROBINHOOD MKTS INC | $981 | -1.7% | 100 | 0.0% | 0.00% | – | ||
| Exit | TRINSEO PLC | $0 | – | -35 | -100.0% | 0.00% | – | |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| LSCC | LATTICE SEMICONDUCTOR CORP | $946 | -10.5% | 11 | 0.0% | 0.00% | – | |
| LANC | LANCASTER COLONY CORP | $1,321 | -17.9% | 8 | 0.0% | 0.00% | – | |
| Exit | KNIFE RIVER CORP | $0 | – | -6 | -100.0% | 0.00% | – | |
| RY | ROYAL BK CDA | $88 | -8.3% | 1 | 0.0% | 0.00% | – | |
| LKQ | LKQ CORP | $1,931 | -15.0% | 39 | 0.0% | 0.00% | – | |
| Buy | KYNDRYL HLDGS INC | $423 | +38.2% | 28 | +21.7% | 0.00% | – | |
| SEIC | SEI INVTS CO | $723 | +1.0% | 12 | 0.0% | 0.00% | – | |
| SLM | SLM CORP | $1,158 | -16.6% | 85 | 0.0% | 0.00% | – | |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1,154 | +15.3% | 23 | +27.8% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $758 | – | 24 | +100.0% | 0.00% | – |
| KELYA | KELLY SVCS INCcl a | $783 | +3.3% | 43 | 0.0% | 0.00% | – | |
| KLAC | KLA CORP | $2,294 | -5.4% | 5 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC | $1,279 | -11.3% | 46 | 0.0% | 0.00% | – | |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $5 | 0.0% | 0 | +100.0% | 0.00% | – |
| IBHF | ISHARES TRibonds 2026 term | $23 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IAGG | New | ISHARES TRcore intl aggr | $101 | – | 2 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $476 | – | 11 | +100.0% | 0.00% | – |
| QLTA | New | ISHARES TRa rate cp bd etf | $992 | – | 22 | +100.0% | 0.00% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $2,250 | – | 25 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $1,019 | – | 9 | +100.0% | 0.00% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $959 | – | 13 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $687 | – | 2 | +100.0% | 0.00% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $825 | – | 9 | +100.0% | 0.00% | – |
| JNK | New | SPDR SER TRbloomberg high y | $940 | – | 10 | +100.0% | 0.00% | – |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,184 | -26.8% | 48 | 0.0% | 0.00% | -100.0% | |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $482 | – | 44 | +100.0% | 0.00% | – |
| BFS | SAUL CTRS INC | $1,835 | -4.2% | 52 | 0.0% | 0.00% | – | |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $20 | – | 1 | +100.0% | 0.00% | – |
| SCHN | SCHNITZER STEEL INDS INCcl a | $593 | -6.8% | 21 | 0.0% | 0.00% | – | |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $1,540 | – | 103 | +100.0% | 0.00% | – |
| IBOC | INTERNATIONAL BANCSHARES COR | $911 | -1.9% | 21 | 0.0% | 0.00% | – | |
| NSP | INSPERITY INC | $1,562 | -18.0% | 16 | 0.0% | 0.00% | – | |
| HITI | HIGH TIDE INC | $74 | +48.0% | 40 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $1,910 | -8.7% | 104 | 0.0% | 0.00% | – | |
| HWC | HANCOCK WHITNEY CORPORATION | $1,554 | -3.6% | 42 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,134 | -3.9% | 44 | 0.0% | 0.00% | – | |
| GPMT | GRANITE PT MTG TR INC | $1,040 | -7.9% | 213 | 0.0% | 0.00% | – | |
| GWW | GRAINGER W W INC | $1,384 | -12.3% | 2 | 0.0% | 0.00% | – | |
| GGG | GRACO INC | $1,385 | -15.6% | 19 | 0.0% | 0.00% | – | |
| GL | GLOBE LIFE INC | $2,175 | -0.8% | 20 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $79 | +3.9% | 10 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $396 | -32.0% | 24 | 0.0% | 0.00% | – | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $404 | -3.8% | 8 | 0.0% | 0.00% | – | |
| GLPI | GAMING & LEISURE PPTYS INC | $456 | -6.0% | 10 | 0.0% | 0.00% | – | |
| GIII | G III APPAREL GROUP LTD | $1,869 | +29.3% | 75 | 0.0% | 0.00% | – | |
| FULT | FULTON FINL CORP PA | $654 | +1.6% | 54 | 0.0% | 0.00% | – | |
| FIVE | Sell | FIVE BELOW INC | $2,253 | -84.9% | 14 | -81.6% | 0.00% | -100.0% |
| FFBC | FIRST FINL BANCORP OH | $1,529 | -4.1% | 78 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,397 | -9.6% | 41 | 0.0% | 0.00% | – | |
| New | FINCH THERAPEUTICS GROUP INC | $16 | – | 3 | +100.0% | 0.00% | – | |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -22 | -100.0% | 0.00% | – |
| KEY | Exit | KEYCORP | $0 | – | -74 | -100.0% | 0.00% | – |
| SVC | Sell | SERVICE PPTYS TR | $984 | -45.1% | 128 | -37.9% | 0.00% | – |
| FHI | FEDERATED HERMES INCcl b | $915 | -5.5% | 27 | 0.0% | 0.00% | – | |
| SFBS | SERVISFIRST BANCSHARES INC | $1,044 | +27.5% | 20 | 0.0% | 0.00% | – | |
| SLGN | SILGAN HLDGS INC | $949 | -8.0% | 22 | 0.0% | 0.00% | – | |
| SFNC | Sell | SIMMONS 1ST NATL CORPcl a $1 par | $1,188 | -62.0% | 70 | -61.3% | 0.00% | -100.0% |
| SPG | SIMON PPTY GROUP INC NEW | $973 | -6.4% | 9 | 0.0% | 0.00% | – | |
| MDU | Exit | MDU RES GROUP INC | $0 | – | -24 | -100.0% | 0.00% | – |
| SIX | SIX FLAGS ENTMT CORP NEW | $1,317 | -9.5% | 56 | 0.0% | 0.00% | – | |
| SKYW | SKYWEST INC | $1,594 | +3.0% | 38 | 0.0% | 0.00% | – | |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -15 | -100.0% | 0.00% | – |
| FSLY | FASTLY INCcl a | $1,438 | +21.6% | 75 | 0.0% | 0.00% | – | |
| SNA | SNAP ON INC | $2,041 | -11.5% | 8 | 0.0% | 0.00% | – | |
| FCN | FTI CONSULTING INC | $893 | -6.1% | 5 | 0.0% | 0.00% | – | |
| EXPO | EXPONENT INC | $771 | -8.2% | 9 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC | $918 | -5.4% | 8 | 0.0% | 0.00% | – | |
| EVGO | New | EVGO INC | $338 | – | 100 | +100.0% | 0.00% | – |
| SPTN | SPARTANNASH CO | $1,782 | -2.3% | 81 | 0.0% | 0.00% | – | |
| SQ | BLOCK INCcl a | $399 | -33.5% | 9 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INCclass a | $1,931 | +11.6% | 14 | 0.0% | 0.00% | – | |
| FFIN | Exit | FIRST FINL BANKSHARES INC | $0 | – | -42 | -100.0% | 0.00% | – |
| STC | STEWART INFORMATION SVCS COR | $1,971 | +6.4% | 45 | 0.0% | 0.00% | – | |
| SF | STIFEL FINL CORP | $1,536 | +2.9% | 25 | 0.0% | 0.00% | – | |
| ETSY | Sell | ETSY INC | $194 | -83.6% | 3 | -78.6% | 0.00% | – |
| INN | Sell | SUMMIT HOTEL PPTYS INC | $1,404 | -38.7% | 242 | -31.2% | 0.00% | – |
| NOVA | SUNNOVA ENERGY INTL INC. | $1,383 | -42.8% | 132 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $352 | +8.6% | 8 | 0.0% | 0.00% | – | ||
| ENTG | ENTEGRIS INC | $2,160 | -15.3% | 23 | 0.0% | 0.00% | -100.0% | |
| NPO | ENPRO INDS INC | $1,334 | -9.2% | 11 | 0.0% | 0.00% | – | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,999 | -13.9% | 23 | 0.0% | 0.00% | – | |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -9 | -100.0% | 0.00% | – |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITI | $67 | – | 4 | +100.0% | 0.00% | – |
| TPX | TEMPUR SEALY INTL INC | $1,734 | +8.2% | 40 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP | $858 | -34.9% | 57 | -6.6% | 0.00% | – | |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $196 | – | 5 | +100.0% | 0.00% | – |
| DOV | DOVER CORP | $838 | -5.4% | 6 | 0.0% | 0.00% | – | |
| DORM | DORMAN PRODS INC | $834 | -3.9% | 11 | 0.0% | 0.00% | – | |
| TDG | TRANSDIGM GROUP INC | $1,687 | -5.7% | 2 | 0.0% | 0.00% | – | |
| TGI | Exit | TRIUMPH GROUP INC NEW | $0 | – | -82 | -100.0% | 0.00% | – |
| TBK | TRIUMPH FINANCIAL INC | $1,815 | +6.7% | 28 | 0.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC | $1,137 | +12.5% | 3 | 0.0% | 0.00% | – | |
| Buy | TWO HBRS INVT CORP | $340 | -1.4% | 26 | +4.0% | 0.00% | – | |
| ULTA | ULTA BEAUTY INC | $1,199 | -15.1% | 3 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $813 | -22.1% | 39 | 0.0% | 0.00% | – | |
| DXPE | DXP ENTERPRISES INC | $2,202 | -4.0% | 63 | 0.0% | 0.00% | – | |
| UAL | Sell | UNITED AIRLS HLDGS INC | $1,058 | -97.6% | 25 | -96.9% | 0.00% | -100.0% |
| UNFI | UNITED NAT FOODS INC | $71 | -27.6% | 5 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $1,600 | -6.8% | 7 | 0.0% | 0.00% | – | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,033 | +2.3% | 9 | 0.0% | 0.00% | – | |
| CFR | CULLEN FROST BANKERS INC | $1,186 | -15.2% | 13 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $2,012 | -13.0% | 66 | 0.0% | 0.00% | – | |
| URBN | URBAN OUTFITTERS INC | $1,275 | -1.4% | 39 | 0.0% | 0.00% | – | |
| COO | COOPER COS INC | $955 | -17.0% | 3 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $54 | +20.0% | 50 | 0.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC | $1,440 | -92.9% | 35 | -92.1% | 0.00% | -100.0% |
| VMI | VALMONT INDS INC | $1,922 | -17.5% | 8 | 0.0% | 0.00% | – | |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -43 | -100.0% | 0.00% | – |
| CRUS | CIRRUS LOGIC INC | $1,184 | -8.7% | 16 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $717 | +5.1% | 7 | 0.0% | 0.00% | – | |
| CIEN | Sell | CIENA CORP | $662 | -65.4% | 14 | -68.9% | 0.00% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $494 | – | 2 | +100.0% | 0.00% | – |
| CHDN | CHURCHILL DOWNS INC | $1,625 | -16.6% | 14 | 0.0% | 0.00% | – | |
| CHD | CHURCH & DWIGHT CO INC | $2,200 | -8.6% | 24 | 0.0% | 0.00% | – | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,832 | -14.4% | 1 | 0.0% | 0.00% | – | |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,240 | – | 12 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $2,057 | – | 43 | +100.0% | 0.00% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,947 | – | 50 | +100.0% | 0.00% | – |
| PLCE | CHILDRENS PL INC NEW | $838 | +16.4% | 31 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INCcl a | $74 | -53.2% | 4 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,768 | -24.0% | 63 | 0.0% | 0.00% | – | |
| CRL | CHARLES RIV LABS INTL INC | $1,568 | -6.8% | 8 | 0.0% | 0.00% | – | |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $497 | +13.0% | 100 | +100.0% | 0.00% | – |
| CE | CELANESE CORP DEL | $1,381 | +8.4% | 11 | 0.0% | 0.00% | – | |
| CASY | CASEYS GEN STORES INC | $1,901 | +11.3% | 7 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $962 | +101.7% | 1,228 | 0.0% | 0.00% | – | |
| VGR | VECTOR GROUP LTD | $830 | -17.0% | 78 | 0.0% | 0.00% | – | |
| CGNX | Exit | COGNEX CORP | $0 | – | -14 | -100.0% | 0.00% | – |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,854 | -9.1% | 40 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $1,326 | +6.9% | 49 | 0.0% | 0.00% | – | |
| CBT | CABOT CORP | $1,317 | +3.6% | 19 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,551 | -8.7% | 18 | 0.0% | 0.00% | – | |
| CF | CF INDS HLDGS INC | $2,144 | +23.5% | 25 | 0.0% | 0.00% | – | |
| New | CBL & ASSOC PPTYS INC | $84 | – | 4 | +100.0% | 0.00% | – | |
| BC | BRUNSWICK CORP | $1,185 | -8.8% | 15 | 0.0% | 0.00% | – | |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -15 | -100.0% | 0.00% | – |
| BEPC | New | BROOKFIELD RENEWABLE CORPcl a sub vtg | $1,030 | – | 43 | +100.0% | 0.00% | – |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,791 | +8.1% | 10 | 0.0% | 0.00% | – | |
| BRX | BRIXMOR PPTY GROUP INC | $1,663 | -5.5% | 80 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $294 | +3.2% | 6 | 0.0% | 0.00% | – | |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| BWA | BORGWARNER INC | $1,979 | -17.4% | 49 | 0.0% | 0.00% | – | |
| TECH | BIO-TECHNE CORP | $1,906 | -16.6% | 28 | 0.0% | 0.00% | – | |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -500 | -100.0% | 0.00% | – |
| BYND | BEYOND MEAT INC | $385 | -26.0% | 40 | 0.0% | 0.00% | – | |
| OZK | BANK OZK LITTLE ROCK ARK | $1,409 | -7.7% | 38 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $1,408 | -19.3% | 154 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $2,048 | -4.2% | 48 | 0.0% | 0.00% | – | |
| BMO | BANK MONTREAL QUE | $85 | -6.6% | 1 | 0.0% | 0.00% | – | |
| VITESSE ENERGY INC | $1,145 | +2.2% | 50 | 0.0% | 0.00% | – | ||
| VMC | VULCAN MATLS CO | $2,021 | -10.4% | 10 | 0.0% | 0.00% | – | |
| BJ | BJS WHSL CLUB HLDGS INC | $1,785 | +13.3% | 25 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $2,020 | -3.1% | 19 | 0.0% | 0.00% | – | |
| AVY | AVERY DENNISON CORP | $914 | +6.4% | 5 | 0.0% | 0.00% | – | |
| ATLASSIAN CORPORATIONcl a | $1,613 | +20.1% | 8 | 0.0% | 0.00% | – | ||
| New | ATLANTA BRAVES HLDGS INC | $36 | – | 1 | +100.0% | 0.00% | – | |
| ASB | ASSOCIATED BANC CORP | $2,088 | +5.4% | 122 | 0.0% | 0.00% | – | |
| ASH | ASHLAND INC | $736 | -6.0% | 9 | 0.0% | 0.00% | – | |
| MAIN | Exit | MAIN STR CAP CORP | $0 | – | -50 | -100.0% | 0.00% | – |
| WU | WESTERN UN CO | $1,318 | +12.4% | 100 | 0.0% | 0.00% | – | |
| BRKL | Exit | BROOKLINE BANCORP INC DEL | $0 | – | -155 | -100.0% | 0.00% | – |
| WHR | WHIRLPOOL CORP | $803 | -10.1% | 6 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $1,921 | +3.3% | 57 | 0.0% | 0.00% | – | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $135 | -24.6% | 5 | 0.0% | 0.00% | – | |
| WTFC | WINTRUST FINL CORP | $1,208 | +4.0% | 16 | 0.0% | 0.00% | – | |
| ABR | ARBOR REALTY TRUST INC | $319 | +2.2% | 21 | 0.0% | 0.00% | – | |
| EPI | New | WISDOMTREE TRindia erngs fd | $2,015 | – | 55 | +100.0% | 0.00% | – |
| APLE | New | APPLE HOSPITALITY REIT INC | $645 | – | 42 | +100.0% | 0.00% | – |
| WOLFSPEED INC | $648 | -31.5% | 17 | 0.0% | 0.00% | – | ||
| WDAY | WORKDAY INCcl a | $1,504 | -4.9% | 7 | 0.0% | 0.00% | – | |
| AM | ANTERO MIDSTREAM CORP | $2,349 | +3.3% | 196 | 0.0% | 0.00% | – | |
| XL | SPRUCE POWER HOLDING CORP | $75 | -16.7% | 110 | 0.0% | 0.00% | – | |
| QMOM | EA SERIES TRUSTus quan momentum | $1,423 | -7.2% | 33 | 0.0% | 0.00% | – | |
| ALL | Sell | ALLSTATE CORP | $112 | -93.2% | 1 | -93.3% | 0.00% | – |
| ZI | ZOOMINFO TECHNOLOGIES INC | $1,640 | -35.4% | 100 | 0.0% | 0.00% | -100.0% | |
| ADS | BREAD FINANCIAL HOLDINGS INC | $1,300 | +9.0% | 38 | 0.0% | 0.00% | – | |
| UBSI | Exit | UNITED BANKSHARES INC WEST V | $0 | – | -20 | -100.0% | 0.00% | – |
| CVBF | Exit | CVB FINL CORP | $0 | – | -38 | -100.0% | 0.00% | – |
| ALLK | ALLAKOS INC | $908 | -47.9% | 400 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC | $1,929 | -30.3% | 52 | 0.0% | 0.00% | -100.0% | |
| JHG | JANUS HENDERSON GROUP PLC | $930 | -5.2% | 36 | 0.0% | 0.00% | – | |
| AKR | ACADIA RLTY TR | $1,392 | -0.3% | 97 | 0.0% | 0.00% | – | |
| ARKF | New | ARK ETF TRfintech innova | $968 | – | 50 | +100.0% | 0.00% | – |
| MGTX | New | MEIRAGTX HLDGS PLC | $1,473 | – | 300 | +100.0% | 0.00% | – |
| NAT | Buy | NORDIC AMERICAN TANKERS LIMI | $104 | +16.9% | 25 | +4.2% | 0.00% | – |
| EGBN | Exit | EAGLE BANCORP INC MD | $0 | – | -23 | -100.0% | 0.00% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -11 | -100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $57 | – | 2 | +100.0% | 0.00% | – |
| UBS | UBS GROUP AG | $222 | +21.3% | 9 | 0.0% | 0.00% | – | |
| POWI | Exit | POWER INTEGRATIONS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $774 | – | 5 | +100.0% | 0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -31 | -100.0% | 0.00% | – |
| YNDX | YANDEX N V | $0 | – | 25 | 0.0% | 0.00% | – | |
| ARKQ | New | ARK ETF TRautnmus technlgy | $53 | – | 1 | +100.0% | 0.00% | – |
| C3IS INC | $1 | -66.7% | 2 | 0.0% | 0.00% | – | ||
| IMPERIAL PETE INC | $26 | -48.0% | 16 | 0.0% | 0.00% | – | ||
| UDR | Exit | UDR INC | $0 | – | -17 | -100.0% | 0.00% | – |
| New | AMC ENTMT HLDGS INCcl a new | $48 | – | 6 | +100.0% | 0.00% | – | |
| PLAB | Exit | PHOTRONICS INC | $0 | – | -34 | -100.0% | 0.00% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -10 | -100.0% | 0.00% | – | |
| SVXY | Exit | PROSHARES TR IIsht vix st trm | $0 | – | -1 | -100.0% | 0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| COLB | Exit | COLUMBIA BKG SYS INC | $0 | – | -50 | -100.0% | 0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -15 | -100.0% | 0.00% | – |
| ALE | Exit | ALLETE INC | $0 | – | -19 | -100.0% | 0.00% | – |
| MASI | Exit | MASIMO CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -11 | -100.0% | 0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -11 | -100.0% | 0.00% | – |
| MDRX | Exit | VERADIGM INC | $0 | – | -25 | -100.0% | 0.00% | – |
| LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -105 | -100.0% | 0.00% | – |
| CXW | Exit | CORECIVIC INC | $0 | – | -100 | -100.0% | 0.00% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| SBH | Exit | SALLY BEAUTY HLDGS INC | $0 | – | -67 | -100.0% | 0.00% | – |
| ORI | OLD REP INTL CORP | $1,832 | +7.0% | 68 | 0.0% | 0.00% | – | |
| ONB | OLD NATL BANCORP IND | $1,091 | +4.3% | 75 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO | $1,068 | -36.4% | 62 | -23.5% | 0.00% | – |
| ORION OFFICE REIT INC | $68 | -20.9% | 13 | 0.0% | 0.00% | – | ||
| OCGN | OCUGEN INC | $4 | -33.3% | 10 | 0.0% | 0.00% | – | |
| OSTK | OVERSTOCK COM INC DEL | $1,092 | -51.4% | 69 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $260 | +16.1% | 6 | 0.0% | 0.00% | – | |
| OGE | OGE ENERGY CORP | $2,200 | -7.2% | 66 | 0.0% | 0.00% | – | |
| FOUR | Exit | SHIFT4 PMTS INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| AMCR | Exit | AMCOR PLCord | $0 | – | -160 | -100.0% | 0.00% | – |
| NUSCALE PWR CORP | $980 | -27.9% | 200 | 0.0% | 0.00% | – | ||
| NDSN | NORDSON CORP | $2,009 | -10.1% | 9 | 0.0% | 0.00% | – | |
| PATK | PATRICK INDS INC | $1,277 | -6.1% | 17 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $1,122 | -10.1% | 300 | 0.0% | 0.00% | – | |
| PAYC | PAYCOM SOFTWARE INC | $778 | -19.3% | 3 | 0.0% | 0.00% | – | |
| NI | Sell | NISOURCE INC | $963 | -49.0% | 39 | -43.5% | 0.00% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $351 | – | 12 | +100.0% | 0.00% | – |
| PKI | REVVITY INC | $1,107 | -6.8% | 10 | 0.0% | 0.00% | – | |
| NYT | NEW YORK TIMES COcl a | $783 | +4.5% | 19 | 0.0% | 0.00% | – | |
| NRZ | RITHM CAPITAL CORP | $558 | -0.5% | 60 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -480 | -100.0% | 0.00% | – |
| NTAP | NETAPP INC | $1,670 | -0.7% | 22 | 0.0% | 0.00% | – | |
| BOND | New | PIMCO ETF TRactive bd etf | $879 | – | 10 | +100.0% | 0.00% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $2,168 | – | 24 | +100.0% | 0.00% | – |
| NAVI | NAVIENT CORPORATION | $1,344 | -7.3% | 78 | 0.0% | 0.00% | – | |
| PII | POLARIS INC | $1,146 | -13.9% | 11 | 0.0% | 0.00% | – | |
| Exit | MIND MEDICINE MINDMED INC | $0 | – | -2,000 | -100.0% | -0.00% | – | |
| USB | Exit | US BANCORP DEL | $0 | – | -147 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP | $0 | – | -44 | -100.0% | -0.00% | – |
| RMD | Exit | RESMED INC | $0 | – | -22 | -100.0% | -0.00% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -43 | -100.0% | -0.00% | – |
| NWBI | Exit | NORTHWEST BANCSHARES INC MD | $0 | – | -321 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| AVA | Exit | AVISTA CORP | $0 | – | -75 | -100.0% | -0.00% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -42 | -100.0% | -0.00% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -33 | -100.0% | -0.00% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -78 | -100.0% | -0.00% | – |
| SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -49 | -100.0% | -0.00% | – |
| PPL | Exit | PPL CORP | $0 | – | -287 | -100.0% | -0.00% | – |
| PODD | Exit | INSULET CORP | $0 | – | -33 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -87 | -100.0% | -0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -250 | -100.0% | -0.00% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -200 | -100.0% | -0.01% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT IN | $0 | – | -4,760 | -100.0% | -0.01% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -837 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 32 | Q3 2023 | 14.3% |
| ISHARES TR | 32 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 5.7% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 4.5% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 4.9% |
View Moisand Fitzgerald Tamayo, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-03 |
View Moisand Fitzgerald Tamayo, 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.