$355 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 401 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 21.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $50,086,000 | +546.6% | 1,693,816 | +532.2% | 14.10% | +441.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $21,040,000 | +7.0% | 261,600 | +1.9% | 5.92% | -10.4% |
| VOO | Sell | VANGUARD INDEX FDS | $19,510,000 | -6.1% | 44,688 | -15.2% | 5.49% | -21.4% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $18,844,000 | +13.9% | 357,630 | -1.3% | 5.31% | -4.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $17,884,000 | +2.8% | 37,494 | -7.1% | 5.04% | -13.9% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $16,334,000 | -8.3% | 292,572 | -17.1% | 4.60% | -23.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $14,278,000 | +21.5% | 238,002 | +16.4% | 4.02% | +1.7% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $13,666,000 | +317.3% | 211,713 | +317.6% | 3.85% | +249.5% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $13,002,000 | +6.7% | 273,621 | -0.3% | 3.66% | -10.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $9,670,000 | +33.2% | 121,269 | +26.3% | 2.72% | +11.6% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $9,459,000 | -0.9% | 362,259 | -1.8% | 2.66% | -17.0% | |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $8,064,000 | +1.7% | 143,637 | +2.7% | 2.27% | -14.8% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $7,853,000 | -43.7% | 202,032 | -44.0% | 2.21% | -52.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $7,716,000 | +0.5% | 151,732 | +1.2% | 2.17% | -15.8% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $7,192,000 | +505.4% | 262,851 | +503.0% | 2.02% | +407.5% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $6,838,000 | -20.1% | 93,391 | -26.3% | 1.93% | -33.0% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $6,596,000 | +6.8% | 132,615 | -0.9% | 1.86% | -10.6% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $6,112,000 | -6.8% | 72,146 | -9.8% | 1.72% | -22.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $5,812,000 | -5.8% | 56,754 | -8.0% | 1.64% | -21.1% |
| USRT | Sell | ISHARES TRcre u s reit etf | $5,477,000 | +9.5% | 81,038 | -5.0% | 1.54% | -8.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,626,000 | +5.5% | 19,162 | -3.0% | 1.30% | -11.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $4,527,000 | +8.3% | 17,118 | -1.0% | 1.28% | -9.3% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $3,855,000 | -6.3% | 117,458 | -6.5% | 1.09% | -21.5% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,755,000 | -1.2% | 25,524 | -9.1% | 1.06% | -17.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,576,000 | +7.2% | 14,036 | -0.4% | 1.01% | -10.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,357,000 | -7.5% | 54,786 | -8.0% | 0.94% | -22.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,025,000 | -1.5% | 13,386 | -4.7% | 0.85% | -17.4% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $2,737,000 | -40.6% | 66,879 | -39.8% | 0.77% | -50.3% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $2,398,000 | +1.2% | 74,825 | +2.0% | 0.68% | -15.3% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $2,360,000 | -3.1% | 77,552 | -2.5% | 0.66% | -18.8% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $2,247,000 | +136.8% | 35,450 | +133.5% | 0.63% | +98.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $2,183,000 | +181.0% | 29,604 | +161.7% | 0.62% | +135.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,914,000 | +6.6% | 12,219 | -1.0% | 0.54% | -10.8% |
| AAPL | Buy | APPLE INC | $1,881,000 | +34.0% | 10,593 | +6.7% | 0.53% | +12.3% |
| IWC | ISHARES TRmicro-cap etf | $1,735,000 | -3.2% | 12,419 | 0.0% | 0.49% | -18.9% | |
| IWV | ISHARES TRrussell 3000 etf | $1,696,000 | +8.9% | 6,113 | 0.0% | 0.48% | -8.8% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,552,000 | +4.6% | 13,636 | -4.4% | 0.44% | -12.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,418,000 | +11.0% | 12,219 | -2.7% | 0.40% | -7.2% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,405,000 | -64.5% | 38,526 | -64.7% | 0.40% | -70.2% |
| MMM | Sell | 3M CO | $1,337,000 | -3.1% | 7,525 | -4.3% | 0.38% | -18.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,316,000 | -0.8% | 7,357 | -6.1% | 0.37% | -16.8% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,306,000 | -40.4% | 31,089 | -44.6% | 0.37% | -50.0% |
| MSFT | Sell | MICROSOFT CORP | $1,194,000 | -11.9% | 3,550 | -26.1% | 0.34% | -26.3% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,178,000 | -12.7% | 26,360 | -16.7% | 0.33% | -26.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,162,000 | +3.7% | 5,224 | +2.0% | 0.33% | -13.3% |
| HD | Buy | HOME DEPOT INC | $1,143,000 | +29.7% | 2,755 | +2.6% | 0.32% | +8.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,120,000 | +0.4% | 13,858 | +1.8% | 0.32% | -16.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,026,000 | -3.2% | 4,811 | 0.0% | 0.29% | -18.8% | |
| DIS | Sell | DISNEY WALT CO | $1,016,000 | -12.4% | 6,562 | -4.3% | 0.29% | -26.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $986,000 | +4.9% | 8,610 | +0.0% | 0.28% | -12.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $960,000 | +10.9% | 9,890 | +0.8% | 0.27% | -7.2% |
| NEE | Buy | NEXTERA ENERGY INC | $939,000 | +19.0% | 10,055 | +0.0% | 0.26% | -0.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $939,000 | +4.7% | 3,319 | -2.6% | 0.26% | -12.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $898,000 | +10.0% | 4,062 | 0.0% | 0.25% | -7.7% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $798,000 | +1.7% | 9,110 | +3.7% | 0.22% | -14.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $770,000 | +6.4% | 9,786 | +5.4% | 0.22% | -10.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $681,000 | +3.3% | 3,978 | -2.5% | 0.19% | -13.5% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $658,000 | -8.9% | 4,910 | -9.1% | 0.18% | -23.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $630,000 | +10.3% | 1,326 | -0.3% | 0.18% | -7.8% |
| RWR | Sell | SPDR SER TRdj reit etf | $588,000 | +12.4% | 4,816 | -3.0% | 0.17% | -5.7% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $571,000 | -49.4% | 15,123 | -48.4% | 0.16% | -57.6% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $550,000 | -1.8% | 7,526 | +0.0% | 0.16% | -17.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $500,000 | +0.6% | 3,055 | -14.1% | 0.14% | -15.6% |
| KO | COCA COLA CO | $480,000 | +12.7% | 8,111 | 0.0% | 0.14% | -5.6% | |
| RFDA | New | ALPS ETF TRriverfrnt dymc | $463,000 | – | 9,755 | +100.0% | 0.13% | – |
| PFE | PFIZER INC | $459,000 | +37.0% | 7,779 | 0.0% | 0.13% | +14.2% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $418,000 | +18.1% | 1,397 | +7.7% | 0.12% | -0.8% |
| AXP | AMERICAN EXPRESS CO | $396,000 | -2.2% | 2,419 | 0.0% | 0.11% | -17.6% | |
| T | Sell | AT&T INC | $390,000 | -13.9% | 15,839 | -5.6% | 0.11% | -27.6% |
| RFCI | New | ALPS ETF TRriverfront dym | $377,000 | – | 15,114 | +100.0% | 0.11% | – |
| DLN | Buy | WISDOMTREE TRus largecap divd | $374,000 | +10.7% | 5,664 | +100.0% | 0.10% | -7.9% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $354,000 | +14.9% | 12,206 | +5.2% | 0.10% | -3.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $352,000 | -3.0% | 3,083 | -2.4% | 0.10% | -18.9% |
| HLT | HILTON WORLDWIDE HLDGS INC | $339,000 | +18.1% | 2,173 | 0.0% | 0.10% | -2.1% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $306,000 | +12.5% | 3,656 | -0.8% | 0.09% | -5.5% |
| IWN | ISHARES TRrus 2000 val etf | $306,000 | +3.4% | 1,845 | 0.0% | 0.09% | -14.0% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $303,000 | -5.9% | 2,683 | -13.4% | 0.08% | -21.3% |
| MUB | ISHARES TRnational mun etf | $287,000 | +0.3% | 2,466 | 0.0% | 0.08% | -15.6% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $282,000 | +0.7% | 1,000 | 0.0% | 0.08% | -16.0% | |
| WMT | Sell | WALMART INC | $277,000 | -6.7% | 1,914 | -10.1% | 0.08% | -22.0% |
| DE | Sell | DEERE & CO | $275,000 | -9.5% | 803 | -11.6% | 0.08% | -24.5% |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $266,000 | -1.8% | 4,200 | 0.0% | 0.08% | -17.6% | |
| PNC | PNC FINL SVCS GROUP INC | $266,000 | +2.3% | 1,327 | 0.0% | 0.08% | -13.8% | |
| AVUS | AMERICAN CENTY ETF TRus eqt etf | $259,000 | +8.4% | 3,237 | 0.0% | 0.07% | -8.8% | |
| DRI | DARDEN RESTAURANTS INC | $220,000 | -0.5% | 1,459 | 0.0% | 0.06% | -16.2% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $221,000 | +9.4% | 5,287 | 0.0% | 0.06% | -8.8% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $216,000 | +1.9% | 2,071 | -1.8% | 0.06% | -14.1% |
| EFV | Buy | ISHARES TReafe value etf | $212,000 | -0.5% | 4,201 | +0.3% | 0.06% | -16.7% |
| FARO | FARO TECHNOLOGIES INC | $210,000 | +6.6% | 3,000 | 0.0% | 0.06% | -10.6% | |
| MCD | MCDONALDS CORP | $194,000 | +10.9% | 725 | 0.0% | 0.06% | -6.8% | |
| NOC | NORTHROP GRUMMAN CORP | $187,000 | +7.5% | 483 | 0.0% | 0.05% | -10.2% | |
| XOM | EXXON MOBIL CORP | $183,000 | +4.0% | 2,997 | 0.0% | 0.05% | -11.9% | |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $186,000 | +9.4% | 5,646 | +0.0% | 0.05% | -8.8% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $181,000 | +7.7% | 498 | 0.0% | 0.05% | -8.9% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $177,000 | +10.6% | 3,400 | 0.0% | 0.05% | -7.4% | |
| TSLA | Buy | TESLA INC | $172,000 | +65.4% | 163 | +21.6% | 0.05% | +37.1% |
| IWD | ISHARES TRrus 1000 val etf | $158,000 | +6.8% | 943 | 0.0% | 0.04% | -12.0% | |
| RFFC | New | ALPS ETF TRriverfrnt flex | $150,000 | – | 3,147 | +100.0% | 0.04% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $146,000 | – | 4,064 | +100.0% | 0.04% | – |
| ICF | ISHARES TRcohen steer reit | $137,000 | +16.1% | 1,805 | 0.0% | 0.04% | -2.5% | |
| EFG | ISHARES TReafe grwth etf | $132,000 | +3.1% | 1,199 | 0.0% | 0.04% | -14.0% | |
| PYPL | Buy | PAYPAL HLDGS INC | $128,000 | -27.3% | 677 | +0.1% | 0.04% | -39.0% |
| LMT | LOCKHEED MARTIN CORP | $126,000 | +3.3% | 354 | 0.0% | 0.04% | -14.6% | |
| FB | META PLATFORMS INCcl a | $124,000 | -1.6% | 370 | 0.0% | 0.04% | -16.7% | |
| AMZN | AMAZON COM INC | $120,000 | +1.7% | 36 | 0.0% | 0.03% | -15.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $117,000 | -13.3% | 1,516 | 0.0% | 0.03% | -26.7% | |
| DES | WISDOMTREE TRus smallcap divd | $107,000 | +7.0% | 3,249 | 0.0% | 0.03% | -11.8% | |
| New | BLACKROCK ESG CAP ALLC TR | $103,000 | – | 5,500 | +100.0% | 0.03% | – | |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $95,000 | – | 5,914 | +100.0% | 0.03% | – |
| BMY | BRISTOL-MYERS SQUIBB CO | $96,000 | +5.5% | 1,543 | 0.0% | 0.03% | -12.9% | |
| BA | BOEING CO | $91,000 | -8.1% | 451 | 0.0% | 0.03% | -21.2% | |
| NSC | NORFOLK SOUTHN CORP | $93,000 | +25.7% | 311 | 0.0% | 0.03% | +4.0% | |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $92,000 | +217.2% | 1,087 | +180.9% | 0.03% | +160.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $91,000 | -50.0% | 1,806 | -44.4% | 0.03% | -57.4% |
| NVDA | NVIDIA CORPORATION | $87,000 | +42.6% | 296 | 0.0% | 0.02% | +19.0% | |
| PFF | ISHARES TRpfd and incm sec | $87,000 | +2.4% | 2,203 | 0.0% | 0.02% | -13.8% | |
| SSB | SOUTHSTATE CORPORATION | $85,000 | +7.6% | 1,063 | 0.0% | 0.02% | -11.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $85,000 | -1.2% | 1,711 | 0.0% | 0.02% | -17.2% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $83,000 | -21.0% | 500 | -29.6% | 0.02% | -34.3% |
| VCR | VANGUARD WORLD FDSconsum dis etf | $81,000 | +9.5% | 238 | 0.0% | 0.02% | -8.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $79,000 | +6.8% | 1,074 | 0.0% | 0.02% | -12.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $77,000 | -32.5% | 305 | -34.4% | 0.02% | -42.1% |
| FCF | FIRST COMWLTH FINL CORP PA | $75,000 | +17.2% | 4,692 | 0.0% | 0.02% | -4.5% | |
| NBH | NEUBERGER BERMAN MUN FD INC | $76,000 | -5.0% | 4,956 | 0.0% | 0.02% | -22.2% | |
| RFDI | New | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $70,000 | – | 952 | +100.0% | 0.02% | – |
| GIS | GENERAL MLS INC | $68,000 | +11.5% | 1,013 | 0.0% | 0.02% | -9.5% | |
| VFC | Sell | V F CORP | $66,000 | -17.5% | 900 | -25.0% | 0.02% | -29.6% |
| PANW | PALO ALTO NETWORKS INC | $67,000 | +17.5% | 120 | 0.0% | 0.02% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $68,000 | +11.5% | 222 | 0.0% | 0.02% | -9.5% | |
| FIS | FIDELITY NATL INFORMATION SV | $68,000 | -9.3% | 619 | 0.0% | 0.02% | -24.0% | |
| CSX | CSX CORP | $68,000 | +25.9% | 1,820 | 0.0% | 0.02% | +5.6% | |
| RJF | RAYMOND JAMES FINL INC | $63,000 | +8.6% | 624 | 0.0% | 0.02% | -10.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $65,000 | 0.0% | 2,981 | 0.0% | 0.02% | -18.2% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $59,000 | -1.7% | 424 | -8.2% | 0.02% | -15.0% |
| GOOG | ALPHABET INCcap stk cl c | $61,000 | +8.9% | 21 | 0.0% | 0.02% | -10.5% | |
| TIP | ISHARES TRtips bd etf | $61,000 | 0.0% | 474 | 0.0% | 0.02% | -19.0% | |
| JPM | JPMORGAN CHASE & CO | $59,000 | -3.3% | 374 | 0.0% | 0.02% | -19.0% | |
| NKE | NIKE INCcl b | $60,000 | +13.2% | 363 | 0.0% | 0.02% | -5.6% | |
| GOOGL | ALPHABET INCcap stk cl a | $61,000 | +8.9% | 21 | 0.0% | 0.02% | -10.5% | |
| UNP | UNION PAC CORP | $60,000 | +27.7% | 240 | 0.0% | 0.02% | +6.2% | |
| EWL | ISHARES INCmsci switzerland | $56,000 | +12.0% | 1,070 | 0.0% | 0.02% | -5.9% | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $58,000 | – | 1,090 | +100.0% | 0.02% | – |
| New | PROSHARES TRbitcoin strate | $56,000 | – | 1,923 | +100.0% | 0.02% | – | |
| QQQ | INVESCO QQQ TRunit ser 1 | $58,000 | +11.5% | 146 | 0.0% | 0.02% | -5.9% | |
| DSI | ISHARES TRmsci kld400 soc | $58,000 | +11.5% | 626 | 0.0% | 0.02% | -5.9% | |
| New | DIGITAL WORLD ACQUISITION CO | $57,000 | – | 1,115 | +100.0% | 0.02% | – | |
| MFL | New | BLACKROCK MUNIHLDS INVSTM QL | $52,000 | – | 3,525 | +100.0% | 0.02% | – |
| SO | SOUTHERN CO | $55,000 | +10.0% | 805 | 0.0% | 0.02% | -11.8% | |
| PRU | PRUDENTIAL FINL INC | $55,000 | +3.8% | 507 | 0.0% | 0.02% | -16.7% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $55,000 | +7.8% | 172 | 0.0% | 0.02% | -11.8% | |
| CSCO | Sell | CISCO SYS INC | $51,000 | +6.2% | 810 | -8.5% | 0.01% | -12.5% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $51,000 | +2.0% | 992 | 0.0% | 0.01% | -17.6% | |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $50,000 | – | 400 | +100.0% | 0.01% | – |
| IXUS | Buy | ISHARES TRcore msci total | $47,000 | 0.0% | 667 | +1.8% | 0.01% | -18.8% |
| PM | PHILIP MORRIS INTL INC | $46,000 | 0.0% | 487 | 0.0% | 0.01% | -13.3% | |
| CVX | Sell | CHEVRON CORP NEW | $47,000 | +9.3% | 403 | -4.3% | 0.01% | -7.1% |
| OXSQ | New | OXFORD SQUARE CAP CORP | $43,000 | – | 10,644 | +100.0% | 0.01% | – |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $41,000 | -26.8% | 206 | -32.7% | 0.01% | -36.8% |
| RTM | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $41,000 | -21.2% | 226 | -30.7% | 0.01% | -29.4% |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITI | $44,000 | +15.8% | 1,713 | +1.4% | 0.01% | -7.7% |
| ITW | ILLINOIS TOOL WKS INC | $41,000 | +17.1% | 168 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $44,000 | +10.0% | 258 | 0.0% | 0.01% | -7.7% | |
| LOW | Sell | LOWES COS INC | $43,000 | -75.6% | 166 | -80.8% | 0.01% | -79.7% |
| EWD | ISHARES INCmsci sweden etf | $38,000 | +2.7% | 817 | 0.0% | 0.01% | -8.3% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $40,000 | -46.7% | 683 | -51.8% | 0.01% | -56.0% |
| D | DOMINION ENERGY INC | $40,000 | +8.1% | 512 | 0.0% | 0.01% | -8.3% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $39,000 | +2.6% | 837 | 0.0% | 0.01% | -15.4% | |
| SJM | SMUCKER J M CO | $34,000 | +13.3% | 254 | 0.0% | 0.01% | 0.0% | |
| BAC | BK OF AMERICA CORP | $36,000 | +2.9% | 820 | 0.0% | 0.01% | -16.7% | |
| VOX | VANGUARD WORLD FDS | $37,000 | -5.1% | 276 | 0.0% | 0.01% | -23.1% | |
| BIDU | BAIDU INCspon adr rep a | $36,000 | -2.7% | 240 | 0.0% | 0.01% | -16.7% | |
| TWTR | TWITTER INC | $32,000 | -28.9% | 750 | 0.0% | 0.01% | -40.0% | |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $31,000 | – | 1,230 | +100.0% | 0.01% | – |
| IBM | INTERNATIONAL BUSINESS MACHS | $32,000 | -3.0% | 241 | 0.0% | 0.01% | -18.2% | |
| VLY | Buy | VALLEY NATL BANCORP | $31,000 | +10.7% | 2,278 | +7.7% | 0.01% | 0.0% |
| NOBL | PROSHARES TRs&p 500 dv arist | $31,000 | +10.7% | 314 | 0.0% | 0.01% | 0.0% | |
| AIO | New | VIRTUS ALLIANZGI ARTIFICIAL | $31,000 | – | 1,250 | +100.0% | 0.01% | – |
| XYL | XYLEM INC | $27,000 | -3.6% | 229 | 0.0% | 0.01% | -11.1% | |
| MRK | Buy | MERCK & CO INC | $27,000 | +80.0% | 356 | +78.0% | 0.01% | +60.0% |
| ITA | New | ISHARES TRus aer def etf | $28,000 | – | 270 | +100.0% | 0.01% | – |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $27,000 | 0.0% | 493 | 0.0% | 0.01% | -11.1% | |
| CCL | Sell | CARNIVAL CORP | $29,000 | -23.7% | 1,424 | -5.1% | 0.01% | -38.5% |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $28,000 | 0.0% | 521 | 0.0% | 0.01% | -11.1% | |
| PK | PARK HOTELS & RESORTS INC | $29,000 | 0.0% | 1,510 | 0.0% | 0.01% | -20.0% | |
| STBA | S & T BANCORP INC | $30,000 | +7.1% | 950 | 0.0% | 0.01% | -11.1% | |
| F | Buy | FORD MTR CO DEL | $28,000 | +75.0% | 1,330 | +18.8% | 0.01% | +60.0% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $27,000 | +107.7% | 2,204 | +120.4% | 0.01% | +100.0% |
| RIGS | New | ALPS ETF TRrivrfrnt str inc | $29,000 | – | 1,163 | +100.0% | 0.01% | – |
| QLD | PROSHARES TR | $27,000 | +22.7% | 300 | 0.0% | 0.01% | +14.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $27,000 | +12.5% | 350 | 0.0% | 0.01% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $24,000 | +140.0% | 498 | +149.0% | 0.01% | +133.3% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $26,000 | 0.0% | 723 | -1.4% | 0.01% | -22.2% |
| ED | CONSOLIDATED EDISON INC | $26,000 | +18.2% | 300 | 0.0% | 0.01% | 0.0% | |
| CLPT | CLEARPOINT NEURO INC | $25,000 | -35.9% | 2,216 | 0.0% | 0.01% | -46.2% | |
| SBI | WESTERN ASSET INTER MUNI FD | $25,000 | 0.0% | 2,581 | 0.0% | 0.01% | -12.5% | |
| BP | Buy | BP PLCsponsored adr | $25,000 | +212.5% | 946 | +205.2% | 0.01% | +133.3% |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $26,000 | +8.3% | 154 | 0.0% | 0.01% | -12.5% | |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $21,000 | – | 501 | +100.0% | 0.01% | – |
| DAL | DELTA AIR LINES INC DEL | $20,000 | -9.1% | 518 | 0.0% | 0.01% | -14.3% | |
| EXC | EXELON CORP | $23,000 | +21.1% | 391 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $20,000 | -4.8% | 346 | 0.0% | 0.01% | -14.3% | |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $23,000 | – | 45 | +100.0% | 0.01% | – |
| XLF | SELECT SECTOR SPDR TRfinancial | $21,000 | +5.0% | 541 | 0.0% | 0.01% | -14.3% | |
| IBHG | ISHARES TRibonds 2027 term | $20,000 | 0.0% | 800 | 0.0% | 0.01% | -14.3% | |
| HON | Sell | HONEYWELL INTL INC | $23,000 | -79.5% | 108 | -79.5% | 0.01% | -84.2% |
| NNN | NATIONAL RETAIL PROPERTIES I | $23,000 | +9.5% | 481 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $22,000 | +15.8% | 325 | 0.0% | 0.01% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $21,000 | +5.0% | 729 | 0.0% | 0.01% | -14.3% | |
| MPC | MARATHON PETE CORP | $22,000 | 0.0% | 350 | 0.0% | 0.01% | -14.3% | |
| PEP | Sell | PEPSICO INC | $18,000 | -21.7% | 105 | -30.9% | 0.01% | -37.5% |
| C | CITIGROUP INC | $17,000 | -15.0% | 285 | 0.0% | 0.01% | -28.6% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $17,000 | 0.0% | 466 | 0.0% | 0.01% | -16.7% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $16,000 | +14.3% | 50 | 0.0% | 0.01% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $16,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $16,000 | +6.7% | 415 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES TRmorningstar grwt | $18,000 | +12.5% | 250 | 0.0% | 0.01% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $16,000 | +6.7% | 424 | 0.0% | 0.01% | 0.0% | |
| IWS | Sell | ISHARES TRrus mdcp val etf | $16,000 | +6.7% | 129 | -3.0% | 0.01% | 0.0% |
| KRG | New | KITE RLTY GROUP TR | $18,000 | – | 812 | +100.0% | 0.01% | – |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $18,000 | +20.0% | 402 | 0.0% | 0.01% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $17,000 | 0.0% | 1,058 | 0.0% | 0.01% | -16.7% | |
| OLN | OLIN CORP | $16,000 | +14.3% | 285 | 0.0% | 0.01% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $18,000 | 0.0% | 302 | 0.0% | 0.01% | -16.7% | |
| CVS | CVS HEALTH CORP | $15,000 | +15.4% | 150 | 0.0% | 0.00% | 0.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $13,000 | -18.8% | 110 | +4.8% | 0.00% | -20.0% |
| AIG | AMERICAN INTL GROUP INC | $14,000 | 0.0% | 250 | 0.0% | 0.00% | -20.0% | |
| AFL | AFLAC INC | $14,000 | +16.7% | 238 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC CO | $15,000 | -6.2% | 156 | 0.0% | 0.00% | -20.0% | ||
| HII | HUNTINGTON INGALLS INDS INC | $14,000 | 0.0% | 75 | 0.0% | 0.00% | -20.0% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $15,000 | +7.1% | 89 | 0.0% | 0.00% | -20.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $13,000 | 0.0% | 272 | 0.0% | 0.00% | 0.0% | |
| ILCB | ISHARES TRmorningstr us eq | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $15,000 | 0.0% | 300 | 0.0% | 0.00% | -20.0% | |
| MET | Buy | METLIFE INC | $15,000 | +66.7% | 234 | +55.0% | 0.00% | +33.3% |
| MS | MORGAN STANLEY | $15,000 | 0.0% | 155 | 0.0% | 0.00% | -20.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $13,000 | +8.3% | 707 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $15,000 | +7.1% | 210 | 0.0% | 0.00% | -20.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | +7.1% | 110 | 0.0% | 0.00% | -20.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $15,000 | -16.7% | 357 | +2.3% | 0.00% | -33.3% |
| SBUX | STARBUCKS CORP | $14,000 | +7.7% | 116 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $9,000 | +28.6% | 131 | 0.0% | 0.00% | +50.0% | |
| QCOM | QUALCOMM INC | $9,000 | +50.0% | 50 | 0.0% | 0.00% | +50.0% | |
| ENFR | ALPS ETF TRalerian energy | $9,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LMPX | Buy | LMP AUTOMOTIVE HLDGS INC | $9,000 | +350.0% | 1,300 | +1200.0% | 0.00% | +200.0% |
| CGC | CANOPY GROWTH CORP | $11,000 | -35.3% | 1,228 | 0.0% | 0.00% | -50.0% | |
| New | RIVIAN AUTOMOTIVE INC | $10,000 | – | 100 | +100.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $11,000 | 0.0% | 800 | 0.0% | 0.00% | -25.0% | |
| VVI | Buy | VIAD CORP | $10,000 | +25.0% | 230 | +25.0% | 0.00% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $11,000 | -38.9% | 23 | -48.9% | 0.00% | -50.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $11,000 | -86.6% | 50 | -88.9% | 0.00% | -89.3% |
| BYLD | ISHARES TRyld optim bd | $10,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $10,000 | -9.1% | 27 | 0.0% | 0.00% | -25.0% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $9,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $9,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $11,000 | +10.0% | 62 | 0.0% | 0.00% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $10,000 | +25.0% | 1,573 | +21.0% | 0.00% | 0.0% |
| IYZ | ISHARES TR | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR SER TRportfli tips etf | $10,000 | +11.1% | 305 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $9,000 | +12.5% | 78 | 0.0% | 0.00% | 0.0% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $12,000 | 0.0% | 144 | +0.7% | 0.00% | -25.0% |
| LQD | ISHARES TRiboxx inv cp etf | $12,000 | 0.0% | 87 | 0.0% | 0.00% | -25.0% | |
| CAT | Sell | CATERPILLAR INC | $11,000 | -85.7% | 51 | -87.3% | 0.00% | -88.5% |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $8,000 | 0.0% | 206 | 0.0% | 0.00% | -33.3% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $8,000 | 0.0% | 362 | 0.0% | 0.00% | -33.3% | |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $6,000 | – | 15 | +100.0% | 0.00% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $7,000 | – | 500 | +100.0% | 0.00% | – |
| CRM | SALESFORCE COM INC | $6,000 | -14.3% | 24 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $8,000 | 0.0% | 45 | 0.0% | 0.00% | -33.3% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $7,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $6,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $6,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $8,000 | -27.3% | 400 | 0.0% | 0.00% | -50.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $8,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| NI | NISOURCE INC | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| New | APPLIED DNA SCIENCES INC | $8,000 | – | 2,000 | +100.0% | 0.00% | – | |
| MELI | MERCADOLIBRE INC | $8,000 | -20.0% | 6 | 0.0% | 0.00% | -33.3% | |
| RKT | ROCKET COS INC | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $7,000 | -30.0% | 117 | -29.5% | 0.00% | -33.3% |
| BLW | BLACKROCK LTD DURATION INCOM | $8,000 | -11.1% | 500 | 0.0% | 0.00% | -33.3% | |
| ILCV | ISHARES TRmorningstar valu | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $8,000 | +14.3% | 72 | 0.0% | 0.00% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $4,000 | +100.0% | 12 | +50.0% | 0.00% | 0.0% |
| MRO | MARATHON OIL CORP | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ORCL | ORACLE CORP | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% | |
| OGN | Buy | ORGANON & CO | $2,000 | +100.0% | 77 | +285.0% | 0.00% | – |
| MAIN | MAIN STR CAP CORP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $4,000 | -33.3% | 230 | 0.0% | 0.00% | -50.0% | |
| LUCID GROUP INC | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – | ||
| FWONK | LIBERTY MEDIA CORP DEL | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% | |
| IBHD | ISHARES TRibonds 24 trm hg | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $5,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% | |
| New | ROBINHOOD MKTS INC | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| IBHE | ISHARES TRibonds 25 trm hg | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| EBND | SPDR SER TRbloomberg emergi | $2,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| New | INVENTRUST PPTYS CORP | $2,000 | – | 67 | +100.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO | $4,000 | -20.0% | 90 | 0.0% | 0.00% | -50.0% | |
| HUN | HUNTSMAN CORP | $3,000 | +50.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FHB | New | FIRST HAWAIIAN INC | $3,000 | – | 124 | +100.0% | 0.00% | – |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INCcl a | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| EDIT | EDITAS MEDICINE INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TPX | TEMPUR SEALY INTL INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $5,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% | |
| DD | DUPONT DE NEMOURS INC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| DOW | DOW INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| HAUZ | DBX ETF TRxtrack intl real | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $3,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| APPN | APPIAN CORPcl a | $2,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,000 | -33.3% | 72 | -40.0% | 0.00% | -50.0% |
| VIAV | VIAVI SOLUTIONS INC | $3,000 | +50.0% | 154 | 0.0% | 0.00% | 0.0% | |
| ALLK | New | ALLAKOS INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
| AKTS | AKOUSTIS TECHNOLOGIES INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ABBV | ABBVIE INC | $5,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $5,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| XSOE | WISDOMTREE TRem ex st-owned | $5,000 | 0.0% | 146 | 0.0% | 0.00% | -50.0% | |
| WDAY | WORKDAY INCcl a | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,000 | -20.0% | 33 | 0.0% | 0.00% | -50.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $3,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| GASS | STEALTHGAS INC | $4,000 | -20.0% | 2,000 | 0.0% | 0.00% | -50.0% | |
| NFLX | NETFLIX INC | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| CI | New | CIGNA CORP NEW | $0 | – | 2 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRishares | $0 | – | 7 | +100.0% | 0.00% | – |
| ROST | ROSS STORES INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| New | IMPERIAL PETE INC | $1,000 | – | 250 | +100.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| NMM | NAVIOS MARITIME PARTNERS L P | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| TWO | New | TWO HBRS INVT CORP | $0 | – | 83 | +100.0% | 0.00% | – |
| FLR | FLUOR CORP NEW | $0 | – | 10 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| COST | COSTCO WHSL CORP NEW | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | – | 50 | 0.0% | 0.00% | – | |
| HPQ | HP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HITI | HIGH TIDE INC | $0 | – | 40 | 0.0% | 0.00% | – | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | -100.0% | 1 | -98.9% | 0.00% | -100.0% |
| SCHN | Sell | SCHNITZER STEEL INDS INCcl a | $1,000 | 0.0% | 21 | -30.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 6 | +100.0% | 0.00% | – |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | – | 5 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| MT | Exit | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | -20 | -100.0% | 0.00% | – |
| RH | Exit | RH | $0 | – | -1 | -100.0% | 0.00% | – |
| STNE | Exit | STONECO LTD | $0 | – | -6 | -100.0% | 0.00% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| IBHF | ISHARES TRibonds 2026 term | $0 | – | 1 | 0.0% | 0.00% | – | |
| ALL | Sell | ALLSTATE CORP | $0 | -100.0% | 4 | -93.7% | 0.00% | -100.0% |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 25 | 0.0% | 0.00% | – | |
| VIAC | VIACOMCBS INCcl b | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| V | VISA INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 4 | 0.0% | 0.00% | – | |
| MGI | New | MONEYGRAM INTL INC | $0 | – | 4 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $1,000 | – | 48 | +100.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CLDR | Exit | CLOUDERA INC | $0 | – | -30 | -100.0% | 0.00% | – |
| XL | XL FLEET CORP | $0 | -100.0% | 110 | 0.0% | 0.00% | – | |
| XHR | New | XENIA HOTELS & RESORTS INC | $1,000 | – | 82 | +100.0% | 0.00% | – |
| AMC | Sell | AMC ENTMT HLDGS INC | $1,000 | 0.0% | 20 | -33.3% | 0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | – | 22 | 0.0% | 0.00% | – | |
| PLUG | Exit | PLUG POWER INC | $0 | – | -10 | -100.0% | 0.00% | – |
| OCGN | OCUGEN INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EVBG | EVERBRIDGE INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ETSY | Sell | ETSY INC | $1,000 | 0.0% | 3 | -40.0% | 0.00% | – |
| MRNA | Sell | MODERNA INC | $0 | -100.0% | 1 | -66.7% | 0.00% | – |
| SQ | Sell | BLOCK INCcl a | $1,000 | -66.7% | 9 | -30.8% | 0.00% | -100.0% |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| New | SYLVAMO CORP | $0 | – | 8 | +100.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 6 | 0.0% | 0.00% | – | |
| NIO | Exit | NIO INCspon ads | $0 | – | -100 | -100.0% | -0.00% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -331 | -100.0% | -0.00% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -55 | -100.0% | -0.00% | – |
| RHS | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $0 | – | -50 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -200 | -100.0% | -0.01% | – |
| RPAI | Exit | RETAIL PPTYS AMER INCcl a | $0 | – | -1,304 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -272 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -300 | -100.0% | -0.01% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -85 | -100.0% | -0.01% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -200 | -100.0% | -0.01% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -395 | -100.0% | -0.02% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -160 | -100.0% | -0.02% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -1,150 | -100.0% | -0.02% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -870 | -100.0% | -0.02% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -480 | -100.0% | -0.03% | – |
| NXQ | Exit | NUVEEN SELECT TAX FREE INCOMsh ben int | $0 | – | -6,212 | -100.0% | -0.03% | – |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -550 | -100.0% | -0.04% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -310 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
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.