$468 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 780 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $80,191,981 | +8.0% | 2,975,584 | +0.4% | 17.12% | +1.2% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $38,612,069 | +19.6% | 732,677 | +16.1% | 8.24% | +12.1% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $34,803,604 | +14.6% | 469,938 | +15.3% | 7.43% | +7.4% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $25,357,768 | +11.7% | 502,831 | +9.1% | 5.42% | +4.7% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $23,579,998 | -6.0% | 704,301 | -6.0% | 5.04% | -11.9% | |
| AVDV | Sell | AMERICAN CENTY ETF TRintl smcp vlu | $20,542,616 | +5.6% | 351,276 | -0.1% | 4.39% | -1.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $20,355,710 | +4.3% | 300,010 | +0.8% | 4.35% | -2.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $16,567,456 | +5.4% | 849,613 | +4.3% | 3.54% | -1.2% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $16,448,089 | +14.5% | 341,601 | +7.0% | 3.51% | +7.3% |
| VOO | Sell | VANGUARD INDEX FDS | $14,961,309 | +5.9% | 39,783 | -1.0% | 3.20% | -0.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $13,418,161 | +7.5% | 32,641 | +0.4% | 2.86% | +0.7% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $11,111,458 | +7.5% | 482,687 | +2.5% | 2.37% | +0.7% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $10,613,028 | -6.6% | 238,495 | -7.8% | 2.27% | -12.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $9,005,415 | +8.2% | 184,575 | +7.0% | 1.92% | +1.4% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $8,145,646 | +1.7% | 353,237 | -4.8% | 1.74% | -4.8% | |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $7,914,888 | +15.2% | 273,493 | +12.4% | 1.69% | +7.9% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $6,596,924 | +44.2% | 129,073 | +41.6% | 1.41% | +35.2% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $6,490,905 | +6.0% | 147,722 | +2.5% | 1.39% | -0.7% |
| USRT | Buy | ISHARES TRcre u s reit etf | $5,015,388 | +10.5% | 99,512 | +8.4% | 1.07% | +3.6% |
| Sell | DIMENSIONAL ETF TRUSTintl core equity | $4,185,674 | +1.5% | 173,932 | -5.7% | 0.89% | -4.8% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,759,990 | +6.1% | 16,694 | -0.8% | 0.80% | -0.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,706,865 | +6.3% | 18,162 | -0.4% | 0.79% | -0.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,358,130 | +7.0% | 15,921 | +3.4% | 0.72% | +0.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,229,428 | -2.7% | 23,383 | -1.1% | 0.69% | -8.7% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $3,184,872 | -5.1% | 98,817 | -10.5% | 0.68% | -11.1% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,172,499 | -6.5% | 48,376 | -5.9% | 0.68% | -12.4% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $3,070,553 | +10.4% | 53,841 | +3.0% | 0.66% | +3.5% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,823,394 | +5.2% | 81,132 | -2.6% | 0.60% | -1.3% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $2,715,518 | +17.4% | 61,119 | +10.0% | 0.58% | +10.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,510,992 | +4.0% | 46,961 | -2.5% | 0.54% | -2.5% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $2,437,081 | +15.4% | 83,376 | +14.1% | 0.52% | +8.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,314,701 | +1.5% | 12,211 | -1.7% | 0.49% | -5.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,310,847 | -14.7% | 55,112 | -17.6% | 0.49% | -20.1% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,187,369 | -17.6% | 28,713 | -19.7% | 0.47% | -22.8% |
| AAPL | Buy | APPLE INC | $2,125,097 | +27.4% | 12,887 | +0.4% | 0.45% | +19.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,665,663 | +3.1% | 10,976 | -1.4% | 0.36% | -3.3% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,485,008 | +5.9% | 30,701 | -1.1% | 0.32% | -0.6% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,477,744 | -10.1% | 22,119 | -10.4% | 0.32% | -15.7% |
| IWV | ISHARES TRrussell 3000 etf | $1,398,100 | +6.7% | 5,939 | 0.0% | 0.30% | 0.0% | |
| Sell | AMERICAN CENTY ETF TRavantis us small | $1,169,826 | -15.4% | 26,524 | -16.9% | 0.25% | -20.6% | |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,106,657 | -15.8% | 10,589 | -13.1% | 0.24% | -21.3% |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $1,068,012 | +1.7% | 44,865 | -5.1% | 0.23% | -4.6% | |
| MSFT | Sell | MICROSOFT CORP | $1,017,310 | -10.4% | 3,529 | -25.4% | 0.22% | -16.2% |
| Sell | DIMENSIONAL ETF TRUSTus real estate e | $999,479 | -6.4% | 46,509 | -7.9% | 0.21% | -12.3% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $974,307 | -1.8% | 6,137 | -1.8% | 0.21% | -8.0% |
| SPY | SPDR S&P 500 ETF TRtr unit | $972,083 | +7.1% | 2,374 | 0.0% | 0.21% | +0.5% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $945,092 | -5.8% | 4,816 | -0.1% | 0.20% | -11.8% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $915,227 | +3.1% | 27,150 | -3.8% | 0.20% | -3.5% |
| IWM | ISHARES TRrussell 2000 etf | $906,272 | +2.3% | 5,080 | 0.0% | 0.19% | -4.0% | |
| XOM | Sell | EXXON MOBIL CORP | $903,818 | -1.3% | 8,242 | -0.7% | 0.19% | -7.7% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $851,908 | +81.5% | 34,172 | +80.3% | 0.18% | +70.1% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $850,774 | -0.4% | 10,245 | -1.1% | 0.18% | -6.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $837,505 | +0.7% | 8,661 | -1.5% | 0.18% | -5.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $834,830 | -12.2% | 5,386 | +0.0% | 0.18% | -18.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $826,733 | +2.2% | 3,305 | -1.1% | 0.18% | -3.8% |
| DE | DEERE & CO | $822,870 | -3.7% | 1,993 | 0.0% | 0.18% | -9.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $780,444 | -16.7% | 10,125 | -9.6% | 0.17% | -21.6% |
| DIS | Sell | DISNEY WALT CO | $700,153 | +2.6% | 6,992 | -10.9% | 0.15% | -3.2% |
| VV | VANGUARD INDEX FDSlarge cap etf | $671,022 | +7.2% | 3,592 | 0.0% | 0.14% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $657,926 | -30.4% | 19,294 | -12.2% | 0.14% | -35.2% |
| HD | Sell | HOME DEPOT INC | $650,675 | -28.2% | 2,205 | -23.2% | 0.14% | -32.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $611,674 | +1.0% | 1,981 | +1.1% | 0.13% | -5.1% |
| EFA | ISHARES TRmsci eafe etf | $589,540 | +9.0% | 8,243 | 0.0% | 0.13% | +2.4% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $580,221 | -7.2% | 7,586 | -8.7% | 0.12% | -12.7% |
| NVDA | Buy | NVIDIA CORPORATION | $541,930 | +106.1% | 1,951 | +8.4% | 0.12% | +93.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $517,590 | -1.5% | 3,481 | +0.4% | 0.11% | -7.5% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $492,305 | -18.2% | 12,090 | -21.9% | 0.10% | -23.4% |
| KO | Sell | COCA COLA CO | $489,479 | -30.0% | 7,891 | -28.2% | 0.10% | -34.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $477,067 | -49.7% | 5,033 | -50.2% | 0.10% | -52.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $444,244 | +4.3% | 7,465 | -1.0% | 0.10% | -2.1% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $434,745 | +7.4% | 13,535 | -0.7% | 0.09% | +1.1% |
| TXN | Buy | TEXAS INSTRS INC | $436,760 | +14.2% | 2,348 | +1.5% | 0.09% | +6.9% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $423,087 | +4.3% | 3,873 | -1.8% | 0.09% | -2.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $421,613 | +16.2% | 2,556 | +4.1% | 0.09% | +8.4% |
| RWR | Sell | SPDR SER TRdj reit etf | $411,593 | -1.4% | 4,636 | -3.2% | 0.09% | -7.4% |
| Sell | DIMENSIONAL ETF TRUSTemerging mkts va | $400,023 | -12.9% | 17,112 | -15.8% | 0.08% | -19.0% | |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $385,764 | -19.1% | 10,214 | -20.8% | 0.08% | -24.8% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $366,556 | +3.5% | 14,386 | -1.4% | 0.08% | -3.7% |
| DLN | WISDOMTREE TRus largecap divd | $350,376 | -0.1% | 5,664 | 0.0% | 0.08% | -6.2% | |
| PFE | Sell | PFIZER INC | $352,104 | -23.4% | 8,630 | -3.8% | 0.08% | -28.6% |
| ORCL | ORACLE CORP | $334,141 | +13.7% | 3,596 | 0.0% | 0.07% | +6.0% | |
| SBUX | STARBUCKS CORP | $316,270 | +5.0% | 3,037 | 0.0% | 0.07% | -1.4% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $307,520 | +11.5% | 2,183 | 0.0% | 0.07% | +4.8% | |
| ACN | ACCENTURE PLC IRELAND | $302,102 | +7.1% | 1,057 | 0.0% | 0.06% | +1.6% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $289,447 | +0.3% | 3,772 | -2.9% | 0.06% | -6.1% |
| TJX | TJX COS INC NEW | $274,104 | -1.6% | 3,498 | 0.0% | 0.06% | -6.3% | |
| IWN | ISHARES TRrus 2000 val etf | $252,802 | -1.2% | 1,845 | 0.0% | 0.05% | -6.9% | |
| WMT | Sell | WALMART INC | $252,435 | -42.1% | 1,712 | -44.3% | 0.05% | -45.5% |
| MCD | Buy | MCDONALDS CORP | $247,176 | +12.5% | 884 | +6.0% | 0.05% | +6.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $241,627 | -1.6% | 2,425 | -4.2% | 0.05% | -7.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $231,346 | +9.2% | 3,621 | -0.0% | 0.05% | +2.1% |
| NOC | NORTHROP GRUMMAN CORP | $227,167 | -15.4% | 492 | 0.0% | 0.05% | -19.7% | |
| DRI | DARDEN RESTAURANTS INC | $226,379 | +12.2% | 1,459 | 0.0% | 0.05% | +4.3% | |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $222,138 | +4.8% | 4,200 | 0.0% | 0.05% | -2.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $216,410 | +7.9% | 1,000 | 0.0% | 0.05% | 0.0% | |
| MUB | Sell | ISHARES TRnational mun etf | $216,019 | -4.9% | 2,005 | -6.8% | 0.05% | -11.5% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $209,977 | +4.9% | 6,780 | -0.4% | 0.04% | -2.2% |
| T | Sell | AT&T INC | $203,845 | -3.9% | 10,589 | -8.1% | 0.04% | -8.3% |
| AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $202,150 | +3.2% | 2,852 | -0.9% | 0.04% | -4.4% |
| QCOM | QUALCOMM INC | $196,219 | +16.0% | 1,538 | 0.0% | 0.04% | +7.7% | |
| TSLA | Buy | TESLA INC | $197,087 | +135.3% | 950 | +39.7% | 0.04% | +121.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $191,400 | +6.1% | 4,000 | -0.6% | 0.04% | 0.0% |
| EFV | Sell | ISHARES TReafe value etf | $180,513 | -21.8% | 3,720 | -26.0% | 0.04% | -26.4% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $182,609 | +0.6% | 549 | +0.2% | 0.04% | -4.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $178,894 | -12.7% | 4,600 | -11.6% | 0.04% | -19.1% |
| SBSI | SOUTHSIDE BANCSHARES INC | $175,529 | -7.8% | 5,287 | 0.0% | 0.04% | -14.0% | |
| PNC | PNC FINL SVCS GROUP INC | $171,077 | -19.5% | 1,346 | 0.0% | 0.04% | -22.9% | |
| DVY | ISHARES TRselect divid etf | $164,052 | -2.8% | 1,400 | 0.0% | 0.04% | -7.9% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $155,010 | +30.5% | 328 | +46.4% | 0.03% | +22.2% |
| PANW | Buy | PALO ALTO NETWORKS INC | $151,803 | +202.2% | 760 | +111.1% | 0.03% | +190.9% |
| AMZN | Sell | AMAZON COM INC | $149,874 | -48.0% | 1,451 | -57.7% | 0.03% | -51.5% |
| PAYX | PAYCHEX INC | $148,967 | -0.8% | 1,300 | 0.0% | 0.03% | -5.9% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $146,392 | +1.2% | 1,564 | -1.3% | 0.03% | -6.1% |
| IWD | ISHARES TRrus 1000 val etf | $143,582 | +0.4% | 943 | 0.0% | 0.03% | -6.1% | |
| VLO | VALERO ENERGY CORP | $139,600 | +10.0% | 1,000 | 0.0% | 0.03% | +3.4% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $126,135 | +1.4% | 819 | 0.0% | 0.03% | -3.6% | |
| CVX | Buy | CHEVRON CORP NEW | $122,050 | +7.8% | 748 | +18.5% | 0.03% | 0.0% |
| FB | Buy | META PLATFORMS INCcl a | $117,203 | +105.0% | 553 | +16.4% | 0.02% | +92.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $114,415 | +34.7% | 1,103 | +14.5% | 0.02% | +26.3% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $114,280 | -16.8% | 4,064 | 0.0% | 0.02% | -22.6% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $105,421 | -3.7% | 1,521 | 0.0% | 0.02% | -8.0% | |
| JPM | Buy | JPMORGAN CHASE & CO | $105,161 | -0.4% | 807 | +2.5% | 0.02% | -8.3% |
| NKE | Buy | NIKE INCcl b | $98,206 | +39.7% | 801 | +33.3% | 0.02% | +31.2% |
| RCL | ROYAL CARIBBEAN GROUP | $98,212 | +32.1% | 1,504 | 0.0% | 0.02% | +23.5% | |
| ICF | ISHARES TRcohen steer reit | $100,250 | +1.3% | 1,805 | 0.0% | 0.02% | -8.7% | |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $99,489 | – | 2,357 | +100.0% | 0.02% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $99,301 | -25.5% | 1,060 | -33.4% | 0.02% | -30.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $99,112 | +11.4% | 953 | -5.0% | 0.02% | +5.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $96,368 | +20.7% | 250 | 0.0% | 0.02% | +16.7% | |
| GIS | Buy | GENERAL MLS INC | $99,134 | +2.8% | 1,160 | +0.9% | 0.02% | -4.5% |
| DES | WISDOMTREE TRus smallcap divd | $92,792 | +0.4% | 3,249 | 0.0% | 0.02% | -4.8% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $90,175 | +0.2% | 1,207 | 0.0% | 0.02% | -9.5% | |
| COP | Buy | CONOCOPHILLIPS | $86,809 | +211.7% | 875 | +270.8% | 0.02% | +216.7% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $83,020 | +9.5% | 500 | -1.8% | 0.02% | +5.9% |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $84,630 | +2.9% | 5,914 | 0.0% | 0.02% | -5.3% | |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $82,794 | – | 300 | +100.0% | 0.02% | – |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $81,995 | +8.0% | 2,850 | +1.5% | 0.02% | +5.9% |
| PEP | Sell | PEPSICO INC | $82,846 | -21.3% | 454 | -22.0% | 0.02% | -25.0% |
| MRK | Buy | MERCK & CO INC | $80,646 | +23.8% | 758 | +29.1% | 0.02% | +13.3% |
| MDLZ | MONDELEZ INTL INCcl a | $81,503 | +4.6% | 1,169 | 0.0% | 0.02% | -5.6% | |
| BA | Sell | BOEING CO | $80,936 | +10.1% | 381 | -1.3% | 0.02% | 0.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $78,866 | +9.7% | 3,045 | +2.1% | 0.02% | +6.2% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $78,047 | -4.0% | 1,153 | 0.0% | 0.02% | -10.5% | |
| DUK | DUKE ENERGY CORP NEW | $81,807 | -6.3% | 848 | 0.0% | 0.02% | -15.0% | |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $79,088 | +89.6% | 1,374 | +77.5% | 0.02% | +70.0% |
| IBM | INTERNATIONAL BUSINESS MACHS | $73,804 | -7.0% | 563 | 0.0% | 0.02% | -11.1% | |
| PFF | ISHARES TRpfd and incm sec | $75,865 | +2.3% | 2,430 | 0.0% | 0.02% | -5.9% | |
| NSC | NORFOLK SOUTHN CORP | $72,928 | -14.0% | 344 | 0.0% | 0.02% | -15.8% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $74,296 | +20.6% | 652 | 0.0% | 0.02% | +14.3% | |
| SSB | SOUTHSTATE CORPORATION | $75,750 | -6.7% | 1,063 | 0.0% | 0.02% | -11.1% | |
| BDX | Sell | BECTON DICKINSON & CO | $75,500 | -10.8% | 305 | -8.4% | 0.02% | -15.8% |
| FARO | FARO TECHNOLOGIES INC | $73,830 | -16.3% | 3,000 | 0.0% | 0.02% | -20.0% | |
| PRU | PRUDENTIAL FINL INC | $71,488 | -16.8% | 864 | 0.0% | 0.02% | -25.0% | |
| MPC | Sell | MARATHON PETE CORP | $68,090 | -3.3% | 505 | -16.5% | 0.02% | -6.2% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $67,572 | -3.0% | 690 | 0.0% | 0.01% | -12.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $65,569 | +11.6% | 338 | 0.0% | 0.01% | +7.7% | |
| UNP | UNION PAC CORP | $58,768 | -2.8% | 292 | 0.0% | 0.01% | -7.1% | |
| CSX | CSX CORP | $59,701 | -3.4% | 1,994 | 0.0% | 0.01% | -7.1% | |
| LLY | LILLY ELI & CO | $60,099 | -6.1% | 175 | 0.0% | 0.01% | -13.3% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $62,244 | -7.4% | 1,800 | 0.0% | 0.01% | -13.3% | |
| COST | COSTCO WHSL CORP NEW | $60,643 | +8.8% | 122 | 0.0% | 0.01% | 0.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $63,014 | +541.8% | 200 | +488.2% | 0.01% | +550.0% |
| MMM | 3M CO | $55,183 | -12.3% | 525 | 0.0% | 0.01% | -14.3% | |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $56,292 | – | 300 | +100.0% | 0.01% | – |
| ILCG | New | ISHARES TRmorningstar grwt | $55,359 | – | 1,000 | +100.0% | 0.01% | – |
| NBH | NEUBERGER BERMAN MUN FD INC | $54,269 | +5.1% | 4,956 | 0.0% | 0.01% | 0.0% | |
| CAT | Buy | CATERPILLAR INC | $54,007 | +65.8% | 236 | +73.5% | 0.01% | +71.4% |
| RJF | Buy | RAYMOND JAMES FINL INC | $57,548 | -11.1% | 617 | +1.8% | 0.01% | -20.0% |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $58,337 | – | 200 | +100.0% | 0.01% | – |
| FCF | FIRST COMWLTH FINL CORP PA | $58,322 | -11.0% | 4,692 | 0.0% | 0.01% | -20.0% | |
| DSI | ISHARES TRmsci kld400 soc | $49,446 | +8.6% | 634 | 0.0% | 0.01% | +10.0% | |
| LOW | LOWES COS INC | $50,593 | +0.4% | 253 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $50,792 | -3.9% | 213 | 0.0% | 0.01% | -8.3% | |
| CSCO | CISCO SYS INC | $51,962 | +9.7% | 994 | 0.0% | 0.01% | 0.0% | |
| CLPT | CLEARPOINT NEURO INC | $52,464 | -0.4% | 6,216 | 0.0% | 0.01% | -8.3% | |
| V | Buy | VISA INC | $51,869 | +730.7% | 230 | +666.7% | 0.01% | +1000.0% |
| CRM | Buy | SALESFORCE INC | $52,742 | +142.5% | 264 | +61.0% | 0.01% | +120.0% |
| BAC | Sell | BANK AMERICA CORP | $51,779 | -18.1% | 1,810 | -5.2% | 0.01% | -21.4% |
| TIP | ISHARES TRtips bd etf | $52,259 | +3.6% | 474 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $49,844 | +14.0% | 204 | 0.0% | 0.01% | +10.0% | |
| SJM | SMUCKER J M CO | $45,480 | -0.7% | 289 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $46,555 | +51.3% | 475 | 0.0% | 0.01% | +42.9% | |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $48,833 | – | 300 | +100.0% | 0.01% | – |
| DHR | DANAHER CORPORATION | $47,384 | -5.0% | 188 | 0.0% | 0.01% | -9.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $45,410 | +3.6% | 1,124 | 0.0% | 0.01% | 0.0% | |
| FAS | DIREXION SHS ETF TRdly fin bull new | $46,136 | -21.6% | 800 | 0.0% | 0.01% | -23.1% | |
| ILCV | New | ISHARES TRmorningstar valu | $44,730 | – | 700 | +100.0% | 0.01% | – |
| PYPL | PAYPAL HLDGS INC | $46,704 | +6.6% | 615 | 0.0% | 0.01% | 0.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $45,568 | -27.8% | 1,202 | -33.4% | 0.01% | -28.6% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $45,416 | +8.1% | 837 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $46,507 | +4.6% | 648 | 0.0% | 0.01% | 0.0% | |
| ILCB | New | ISHARES TRmorningstr us eq | $45,128 | – | 800 | +100.0% | 0.01% | – |
| ABBV | ABBVIE INC | $46,855 | -1.4% | 294 | 0.0% | 0.01% | -9.1% | |
| EFZ | PROSHARES TR | $44,398 | -7.8% | 2,409 | 0.0% | 0.01% | -18.2% | |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $41,338 | -15.7% | 376 | -17.2% | 0.01% | -18.2% |
| IXUS | ISHARES TRcore msci total | $42,428 | +7.0% | 685 | 0.0% | 0.01% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $39,894 | +10.9% | 872 | 0.0% | 0.01% | +12.5% | |
| New | LINDE PLC | $41,587 | – | 117 | +100.0% | 0.01% | – | |
| MS | MORGAN STANLEY | $42,496 | +3.3% | 484 | 0.0% | 0.01% | 0.0% | |
| Sell | WARNER BROS DISCOVERY INC | $41,103 | +51.9% | 2,722 | -4.7% | 0.01% | +50.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $42,731 | +7.6% | 946 | 0.0% | 0.01% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $36,708 | -9.5% | 982 | 0.0% | 0.01% | -11.1% | |
| MET | Buy | METLIFE INC | $39,183 | -16.8% | 676 | +3.8% | 0.01% | -27.3% |
| AMERICAN CENTY ETF TRemerging mkt val | $36,287 | +4.2% | 850 | 0.0% | 0.01% | 0.0% | ||
| OXSQ | Buy | OXFORD SQUARE CAP CORP | $38,797 | +4.4% | 12,277 | +3.1% | 0.01% | 0.0% |
| UAL | New | UNITED AIRLS HLDGS INC | $35,400 | – | 800 | +100.0% | 0.01% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $35,329 | – | 700 | +100.0% | 0.01% | – |
| BP | BP PLCsponsored adr | $37,013 | +8.6% | 976 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $35,735 | +4.0% | 219 | 0.0% | 0.01% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $36,221 | +31.9% | 240 | 0.0% | 0.01% | +33.3% | |
| XBI | SPDR SER TRs&p biotech | $30,484 | -8.2% | 400 | 0.0% | 0.01% | -12.5% | |
| CTVA | CORTEVA INC | $31,724 | +2.6% | 526 | 0.0% | 0.01% | 0.0% | |
| DOW | Buy | DOW INC | $34,537 | +12.5% | 630 | +3.4% | 0.01% | 0.0% |
| SO | SOUTHERN CO | $31,590 | -2.6% | 454 | 0.0% | 0.01% | 0.0% | |
| RYU | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $34,021 | – | 300 | +100.0% | 0.01% | – |
| PROSHARES TRbitcoin strate | $33,691 | +68.0% | 1,923 | 0.0% | 0.01% | +40.0% | ||
| EXC | EXELON CORP | $34,141 | -3.1% | 815 | 0.0% | 0.01% | -12.5% | |
| ETN | EATON CORP PLC | $33,240 | +9.2% | 194 | 0.0% | 0.01% | 0.0% | |
| PDI | PIMCO DYNAMIC INCOME FD | $33,157 | -2.5% | 1,840 | 0.0% | 0.01% | -12.5% | |
| HON | HONEYWELL INTL INC | $31,344 | -10.8% | 164 | 0.0% | 0.01% | -12.5% | |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $30,202 | – | 200 | +100.0% | 0.01% | – |
| NFLX | NETFLIX INC | $27,984 | +17.2% | 81 | 0.0% | 0.01% | +20.0% | |
| STBA | S & T BANCORP INC | $29,878 | -8.0% | 950 | 0.0% | 0.01% | -14.3% | |
| DVN | DEVON ENERGY CORP NEW | $28,545 | -17.7% | 564 | 0.0% | 0.01% | -25.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $30,255 | -76.8% | 64 | -76.1% | 0.01% | -80.0% |
| GENERAL ELECTRIC CO | $26,290 | +14.1% | 275 | 0.0% | 0.01% | +20.0% | ||
| TT | TRANE TECHNOLOGIES PLC | $27,026 | +9.5% | 147 | 0.0% | 0.01% | 0.0% | |
| RWM | PROSHARES TRshrt russell2000 | $25,816 | -2.6% | 1,077 | 0.0% | 0.01% | 0.0% | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $26,319 | – | 100 | +100.0% | 0.01% | – |
| MSI | MOTOROLA SOLUTIONS INC | $26,038 | +11.0% | 91 | 0.0% | 0.01% | +20.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $27,707 | +2.4% | 399 | 0.0% | 0.01% | 0.0% | |
| INTU | INTUIT | $26,750 | +14.5% | 60 | 0.0% | 0.01% | +20.0% | |
| AFIN | THE NECESSITY RETAIL REIT IN | $29,893 | +5.9% | 4,760 | 0.0% | 0.01% | 0.0% | |
| RE | EVEREST RE GROUP LTD | $22,914 | +8.1% | 64 | 0.0% | 0.01% | 0.0% | |
| AX | New | AXOS FINANCIAL INC | $24,589 | – | 666 | +100.0% | 0.01% | – |
| NNN | NATIONAL RETAIL PROPERTIES I | $21,237 | -3.5% | 481 | 0.0% | 0.01% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $23,596 | +2.8% | 503 | 0.0% | 0.01% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $22,029 | +7.8% | 261 | 0.0% | 0.01% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $22,531 | -10.4% | 49 | 0.0% | 0.01% | -16.7% | |
| CVS | Sell | CVS HEALTH CORP | $24,003 | -45.5% | 323 | -31.7% | 0.01% | -50.0% |
| TMUS | T-MOBILE US INC | $25,203 | +3.5% | 174 | 0.0% | 0.01% | -16.7% | |
| SH | PROSHARES TRshort s&p 500 ne | $24,810 | -6.4% | 1,654 | 0.0% | 0.01% | -16.7% | |
| ITW | ILLINOIS TOOL WKS INC | $24,832 | +10.5% | 102 | 0.0% | 0.01% | 0.0% | |
| PK | Sell | PARK HOTELS & RESORTS INC | $22,483 | -0.6% | 1,819 | -5.2% | 0.01% | 0.0% |
| IMCB | New | ISHARES TRmrgstr md cp etf | $24,256 | – | 400 | +100.0% | 0.01% | – |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| VLY | Buy | VALLEY NATL BANCORP | $21,120 | -18.2% | 2,286 | +0.1% | 0.01% | -16.7% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $24,976 | +2.4% | 493 | 0.0% | 0.01% | -16.7% | |
| CL | COLGATE PALMOLIVE CO | $23,297 | -4.6% | 310 | 0.0% | 0.01% | -16.7% | |
| BBDC | BARINGS BDC INC | $21,542 | -2.6% | 2,713 | 0.0% | 0.01% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $21,903 | +4.7% | 38 | 0.0% | 0.01% | 0.0% | |
| XYL | XYLEM INC | $23,977 | -5.3% | 229 | 0.0% | 0.01% | -16.7% | |
| AFL | AFLAC INC | $24,583 | -10.3% | 381 | 0.0% | 0.01% | -16.7% | |
| GS | GOLDMAN SACHS GROUP INC | $19,627 | -4.7% | 60 | 0.0% | 0.00% | -20.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $19,686 | +11.8% | 230 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $18,311 | -14.5% | 87 | 0.0% | 0.00% | -20.0% | |
| VFC | V F CORP | $20,619 | -17.0% | 900 | 0.0% | 0.00% | -33.3% | |
| C | CITIGROUP INC | $18,381 | +3.7% | 392 | 0.0% | 0.00% | 0.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $20,870 | +6.2% | 2,309 | +1.1% | 0.00% | 0.0% |
| FHN | FIRST HORIZON CORPORATION | $18,812 | -27.4% | 1,058 | 0.0% | 0.00% | -33.3% | |
| F | Buy | FORD MTR CO DEL | $20,669 | +8.6% | 1,640 | +0.2% | 0.00% | 0.0% |
| ABNB | AIRBNB INC | $19,282 | +45.5% | 155 | 0.0% | 0.00% | +33.3% | |
| FCPT | FOUR CORNERS PPTY TR INC | $19,580 | +3.6% | 729 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $20,288 | +2.9% | 96 | 0.0% | 0.00% | 0.0% | |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $20,093 | -7.3% | 523 | +1.0% | 0.00% | -20.0% |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $20,769 | +0.2% | 154 | 0.0% | 0.00% | -20.0% | |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $20,626 | +1.2% | 409 | -5.1% | 0.00% | -20.0% |
| PM | PHILIP MORRIS INTL INC | $16,727 | -3.9% | 172 | 0.0% | 0.00% | 0.0% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $19,294 | +1.7% | 185 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $17,643 | -22.9% | 69 | 0.0% | 0.00% | -20.0% | |
| IWR | ISHARES TRrus mid cap etf | $18,320 | +3.7% | 262 | 0.0% | 0.00% | 0.0% | |
| KRG | KITE RLTY GROUP TR | $16,527 | -0.6% | 790 | 0.0% | 0.00% | 0.0% | |
| USMV | ISHARES TRmsci usa min vol | $21,022 | +0.9% | 289 | 0.0% | 0.00% | -20.0% | |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $19,355 | -1.5% | 736 | +0.3% | 0.00% | 0.0% |
| IBHG | ISHARES TRibonds 2027 term | $17,584 | +2.9% | 800 | 0.0% | 0.00% | 0.0% | |
| Buy | DIGITAL WORLD ACQUISITION CO | $19,179 | +14.7% | 1,365 | +22.4% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $14,314 | +8.1% | 100 | 0.0% | 0.00% | 0.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $11,985 | +6.1% | 272 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INCcl a | $15,147 | +13.6% | 91 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $14,450 | +10.3% | 101 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $13,729 | -6.0% | 427 | 0.0% | 0.00% | 0.0% | |
| VEEV | New | VEEVA SYS INC | $12,131 | – | 66 | +100.0% | 0.00% | – |
| LUV | Sell | SOUTHWEST AIRLS CO | $13,028 | -13.8% | 400 | -10.9% | 0.00% | 0.0% |
| WING | WINGSTOP INC | $13,585 | +33.4% | 74 | 0.0% | 0.00% | +50.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $12,472 | +17.0% | 50 | 0.0% | 0.00% | +50.0% | |
| TREX | New | TREX CO INC | $12,947 | – | 266 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $14,210 | +25.9% | 1,400 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $12,557 | -7.8% | 124 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $12,332 | +14.5% | 32 | 0.0% | 0.00% | +50.0% | |
| MMC | MARSH & MCLENNAN COS INC | $14,823 | +0.6% | 89 | 0.0% | 0.00% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $11,954 | +1.8% | 145 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC | $14,564 | -5.2% | 30 | 0.0% | 0.00% | -25.0% | |
| IWS | ISHARES TRrus mdcp val etf | $11,789 | +0.8% | 111 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP | $13,352 | +17.4% | 19 | 0.0% | 0.00% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $14,422 | -26.2% | 413 | -30.6% | 0.00% | -25.0% |
| RSG | REPUBLIC SVCS INC | $13,928 | +4.8% | 103 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $15,758 | -8.7% | 415 | 0.0% | 0.00% | -25.0% | |
| TGT | Buy | TARGET CORP | $12,423 | +20.8% | 75 | +8.7% | 0.00% | +50.0% |
| ROP | ROPER TECHNOLOGIES INC | $11,899 | +2.0% | 27 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $12,590 | -20.4% | 250 | 0.0% | 0.00% | -25.0% | |
| NOW | SERVICENOW INC | $14,407 | +19.7% | 31 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC | $13,744 | -7.4% | 433 | 0.0% | 0.00% | 0.0% | |
| MO | Buy | ALTRIA GROUP INC | $15,707 | +36.4% | 352 | +39.7% | 0.00% | 0.0% |
| ENB | ENBRIDGE INC | $14,993 | -2.4% | 393 | 0.0% | 0.00% | -25.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $15,527 | -10.3% | 75 | 0.0% | 0.00% | -25.0% | |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $14,325 | -49.3% | 157 | -50.0% | 0.00% | -50.0% |
| OLN | OLIN CORP | $15,818 | +4.8% | 285 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP | $15,784 | -17.6% | 132 | 0.0% | 0.00% | -25.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,241 | -4.7% | 110 | 0.0% | 0.00% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $13,670 | +2.5% | 306 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $13,954 | +1.1% | 89 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $15,925 | +1.9% | 255 | 0.0% | 0.00% | -25.0% | |
| FIVE | Buy | FIVE BELOW INC | $15,654 | +532.2% | 76 | +442.9% | 0.00% | +200.0% |
| MIDD | New | MIDDLEBY CORP | $14,661 | – | 100 | +100.0% | 0.00% | – |
| FISV | FISERV INC | $12,434 | +11.8% | 110 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $9,999 | +2.9% | 29 | 0.0% | 0.00% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $10,262 | -25.9% | 209 | -19.3% | 0.00% | -33.3% |
| VTRS | Buy | VIATRIS INC | $7,879 | -11.5% | 819 | +2.4% | 0.00% | 0.0% |
| MCO | MOODYS CORP | $8,570 | +9.8% | 28 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $7,976 | -4.9% | 287 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $11,240 | +16.0% | 110 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $8,036 | +1.5% | 42 | 0.0% | 0.00% | 0.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $7,383 | – | 90 | +100.0% | 0.00% | – | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $9,420 | +1.0% | 49 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $10,961 | -1.4% | 91 | 0.0% | 0.00% | -33.3% | |
| FDX | FEDEX CORP | $10,511 | +31.9% | 46 | 0.0% | 0.00% | 0.0% | |
| BYLD | ISHARES TRyld optim bd | $8,508 | +1.7% | 386 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $7,909 | +55.8% | 6 | 0.0% | 0.00% | +100.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $8,017 | +2.0% | 78 | 0.0% | 0.00% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $10,176 | +4.5% | 28 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $7,217 | +0.9% | 85 | 0.0% | 0.00% | 0.0% | |
| ARW | ARROW ELECTRS INC | $11,613 | +19.4% | 93 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $7,398 | -4.1% | 49 | 0.0% | 0.00% | 0.0% | |
| MRO | Buy | MARATHON OIL CORP | $7,428 | -8.5% | 310 | +3.3% | 0.00% | 0.0% |
| PSX | PHILLIPS 66 | $10,138 | -2.6% | 100 | 0.0% | 0.00% | 0.0% | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $7,679 | – | 104 | +100.0% | 0.00% | – |
| PTY | PIMCO CORPORATE & INCOME OPP | $9,291 | +3.8% | 745 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $9,280 | -1.8% | 315 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $8,176 | -11.4% | 110 | 0.0% | 0.00% | 0.0% | |
| PODD | New | INSULET CORP | $10,526 | – | 33 | +100.0% | 0.00% | – |
| AVGO | BROADCOM INC | $8,982 | +14.7% | 14 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $11,400 | +1.7% | 190 | 0.0% | 0.00% | -33.3% | |
| EQIX | EQUINIX INC | $11,537 | +10.1% | 16 | 0.0% | 0.00% | 0.0% | |
| EFX | EQUIFAX INC | $8,723 | +4.4% | 43 | 0.0% | 0.00% | 0.0% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,024 | +37.0% | 25 | +13.6% | 0.00% | +100.0% |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $10,944 | – | 209 | +100.0% | 0.00% | – |
| ISRG | INTUITIVE SURGICAL INC | $8,431 | -3.7% | 33 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $11,503 | -9.3% | 132 | 0.0% | 0.00% | -33.3% | |
| OMC | OMNICOM GROUP INC | $9,718 | +15.7% | 103 | 0.0% | 0.00% | 0.0% | |
| EIX | EDISON INTL | $7,059 | +11.0% | 100 | 0.0% | 0.00% | +100.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $8,226 | +3.9% | 50 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $7,958 | +31.6% | 3 | 0.0% | 0.00% | +100.0% | |
| EBAY | EBAY INC. | $7,677 | +7.0% | 173 | 0.0% | 0.00% | 0.0% | |
| PSA | Buy | PUBLIC STORAGE | $8,763 | +25.1% | 29 | +16.0% | 0.00% | 0.0% |
| LRCX | LAM RESEARCH CORP | $7,952 | +26.1% | 15 | 0.0% | 0.00% | +100.0% | |
| ENFR | ALPS ETF TRalerian energy | $10,467 | -1.1% | 500 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP | $9,245 | -0.2% | 146 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $10,220 | +10.7% | 207 | 0.0% | 0.00% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $7,892 | +4.1% | 200 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $7,994 | +16.8% | 28 | 0.0% | 0.00% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $10,682 | +13.9% | 13 | 0.0% | 0.00% | 0.0% | |
| UVV | UNIVERSAL CORP VA | $11,372 | +0.2% | 215 | 0.0% | 0.00% | -33.3% | |
| ROL | ROLLINS INC | $10,059 | +2.7% | 268 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $3,372 | -5.3% | 15 | 0.0% | 0.00% | 0.0% | |
| ARKK | New | ARK ETF TRinnovation etf | $6,051 | – | 150 | +100.0% | 0.00% | – |
| AAP | ADVANCE AUTO PARTS INC | $2,676 | -17.3% | 22 | 0.0% | 0.00% | 0.0% | |
| AMG | AFFILIATED MANAGERS GROUP IN | $3,134 | -10.1% | 22 | 0.0% | 0.00% | 0.0% | |
| APD | Sell | AIR PRODS & CHEMS INC | $6,897 | -15.4% | 24 | -7.7% | 0.00% | -50.0% |
| ATI | Buy | ATI INC | $4,736 | +126.6% | 120 | +71.4% | 0.00% | – |
| AEE | AMEREN CORP | $3,715 | -2.9% | 43 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $3,003 | -4.1% | 33 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $6,885 | -3.4% | 43 | 0.0% | 0.00% | -50.0% | |
| ANSS | ANSYS INC | $6,324 | +37.8% | 19 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $4,436 | -22.7% | 123 | 0.0% | 0.00% | 0.0% | |
| ARCB | ARCBEST CORP | $3,143 | +32.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $6,453 | +6.9% | 81 | +24.6% | 0.00% | 0.0% |
| ANET | ARISTA NETWORKS INC | $2,518 | +38.4% | 15 | 0.0% | 0.00% | – | |
| ADSK | AUTODESK INC | $5,621 | +11.4% | 27 | 0.0% | 0.00% | 0.0% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,676 | -40.7% | 21 | -36.4% | 0.00% | -50.0% |
| AZO | AUTOZONE INC | $2,459 | -0.3% | 1 | 0.0% | 0.00% | 0.0% | |
| AVA | AVISTA CORP | $3,184 | -4.3% | 75 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $4,791 | -2.3% | 166 | 0.0% | 0.00% | 0.0% | |
| BLL | BALL CORP | $2,425 | +7.8% | 44 | 0.0% | 0.00% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $6,023 | +70.0% | 9 | +80.0% | 0.00% | 0.0% |
| BLW | BLACKROCK LTD DURATION INCOM | $6,555 | +0.3% | 500 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $2,407 | +22.1% | 49 | 0.0% | 0.00% | – | |
| BYD | BOYD GAMING CORP | $2,501 | +17.6% | 39 | 0.0% | 0.00% | – | |
| BFB | BROWN FORMAN CORPcl b | $2,764 | -2.1% | 43 | 0.0% | 0.00% | 0.0% | |
| CNO | CNO FINL GROUP INC | $6,214 | -2.9% | 280 | 0.0% | 0.00% | 0.0% | |
| CADENCE BANK | $4,049 | -15.8% | 195 | 0.0% | 0.00% | 0.0% | ||
| CALM | CAL MAINE FOODS INC | $3,471 | +11.8% | 57 | 0.0% | 0.00% | 0.0% | |
| CAL | CALERES INC | $5,040 | -2.9% | 233 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $2,365 | -3.1% | 43 | 0.0% | 0.00% | 0.0% | |
| CP | New | CANADIAN PAC RY LTD | $3,078 | – | 40 | +100.0% | 0.00% | – |
| COF | CAPITAL ONE FINL CORP | $5,770 | +3.4% | 60 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $2,794 | -1.8% | 37 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $2,655 | -22.9% | 42 | 0.0% | 0.00% | 0.0% | |
| CDAY | CERIDIAN HCM HLDG INC | $2,783 | +14.2% | 38 | 0.0% | 0.00% | 0.0% | |
| CRL | Buy | CHARLES RIV LABS INTL INC | $2,422 | +39.0% | 12 | +50.0% | 0.00% | – |
| GTLS | CHART INDS INC | $3,888 | +8.8% | 31 | 0.0% | 0.00% | 0.0% | |
| CC | Buy | CHEMOURS CO | $3,054 | +58.3% | 102 | +61.9% | 0.00% | – |
| CHD | Buy | CHURCH & DWIGHT CO INC | $3,360 | +73.6% | 38 | +58.3% | 0.00% | – |
| CIEN | CIENA CORP | $2,364 | +3.1% | 45 | 0.0% | 0.00% | 0.0% | |
| CIR | CIRCOR INTL INC | $2,926 | +29.9% | 94 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $5,042 | -22.8% | 166 | 0.0% | 0.00% | 0.0% | |
| CCOI | COGENT COMMUNICATIONS HLDGS | $2,995 | +11.6% | 47 | 0.0% | 0.00% | 0.0% | |
| CMA | Buy | COMERICA INC | $6,991 | -27.4% | 161 | +11.8% | 0.00% | -50.0% |
| ED | CONSOLIDATED EDISON INC | $5,262 | +0.4% | 55 | 0.0% | 0.00% | 0.0% | |
| DAN | DANA INC | $3,913 | -0.5% | 260 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $5,112 | +2.6% | 44 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $5,536 | +1.1% | 56 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $5,599 | +1.5% | 39 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $4,026 | -8.8% | 72 | 0.0% | 0.00% | 0.0% | |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $5,231 | +5.7% | 128 | 0.0% | 0.00% | 0.0% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $6,995 | +6.6% | 500 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $5,144 | +1.0% | 135 | 0.0% | 0.00% | 0.0% | |
| EME | EMCOR GROUP INC | $2,602 | +9.8% | 16 | 0.0% | 0.00% | 0.0% | |
| FS CREDIT OPPORTUNITIES CORP | $4,550 | -9.1% | 1,063 | 0.0% | 0.00% | 0.0% | ||
| FDS | FACTSET RESH SYS INC | $3,321 | +3.5% | 8 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $3,399 | +14.0% | 63 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC | $3,060 | +1.5% | 21 | 0.0% | 0.00% | 0.0% | |
| FITB | Sell | FIFTH THIRD BANCORP | $5,249 | -59.7% | 197 | -50.4% | 0.00% | -66.7% |
| FHB | Buy | FIRST HAWAIIAN INC | $2,689 | -20.0% | 130 | +0.8% | 0.00% | 0.0% |
| FLR | FLUOR CORP NEW | $2,473 | -10.8% | 80 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $4,432 | +6.1% | 65 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $5,846 | +2.1% | 217 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $3,560 | +7.7% | 87 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $3,880 | -8.0% | 17 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $6,024 | -3.6% | 36 | 0.0% | 0.00% | 0.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $4,149 | -51.7% | 50 | -50.0% | 0.00% | -50.0% |
| GT | GOODYEAR TIRE & RUBR CO | $2,557 | +8.6% | 232 | 0.0% | 0.00% | 0.0% | |
| GGG | Buy | GRACO INC | $2,702 | +111.4% | 37 | +94.7% | 0.00% | – |
| GBX | GREENBRIER COS INC | $3,411 | -4.0% | 106 | 0.0% | 0.00% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $2,637 | +9.9% | 10 | 0.0% | 0.00% | 0.0% | |
| HPQ | Sell | HP INC | $4,520 | +2.6% | 154 | -6.1% | 0.00% | 0.0% |
| HAE | HAEMONETICS CORP MASS | $3,310 | +5.2% | 40 | 0.0% | 0.00% | 0.0% | |
| HAL | Sell | HALLIBURTON CO | $6,645 | -35.1% | 210 | -19.2% | 0.00% | -50.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $3,624 | -8.1% | 52 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $5,852 | +9.9% | 23 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,063 | -0.2% | 255 | 0.0% | 0.00% | 0.0% | |
| HOPE | HOPE BANCORP INC | $5,853 | -23.3% | 596 | 0.0% | 0.00% | -50.0% | |
| HST | HOST HOTELS & RESORTS INC | $3,694 | +2.8% | 224 | 0.0% | 0.00% | 0.0% | |
| JBHT | HUNT J B TRANS SVCS INC | $6,142 | +0.6% | 35 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP | $3,235 | +1.2% | 14 | 0.0% | 0.00% | 0.0% | |
| IDXX | IDEXX LABS INC | $7,002 | +22.6% | 14 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $6,279 | +15.0% | 27 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $6,959 | +23.6% | 213 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $3,246 | +4.1% | 90 | 0.0% | 0.00% | 0.0% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $6,389 | +4.7% | 206 | 0.0% | 0.00% | 0.0% | |
| IQV | IQVIA HLDGS INC | $5,371 | -2.9% | 27 | 0.0% | 0.00% | 0.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,973 | +20.5% | 48 | 0.0% | 0.00% | 0.0% | |
| IRM | IRON MTN INC DEL | $5,979 | +6.1% | 113 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $6,948 | +3.3% | 300 | 0.0% | 0.00% | -50.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $5,506 | +2.7% | 102 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES INCcore msci emkt | $5,709 | +4.5% | 117 | 0.0% | 0.00% | 0.0% | |
| IBHE | ISHARES TRibonds 25 trm hg | $4,582 | +1.8% | 200 | 0.0% | 0.00% | 0.0% | |
| IBHD | ISHARES TRibonds 24 trm hg | $4,626 | +1.8% | 200 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $2,619 | +2.7% | 105 | 0.0% | 0.00% | 0.0% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $4,037 | +31.1% | 25 | +38.9% | 0.00% | 0.0% |
| KIM | KIMCO RLTY CORP | $6,641 | -7.8% | 340 | 0.0% | 0.00% | -50.0% | |
| KTB | KONTOOR BRANDS INC | $3,049 | +21.0% | 63 | 0.0% | 0.00% | 0.0% | |
| KOP | KOPPERS HOLDINGS INC | $2,693 | +24.0% | 77 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $5,337 | -5.0% | 138 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $2,823 | +17.0% | 27 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYS INC | $4,841 | +10.1% | 27 | 0.0% | 0.00% | 0.0% | |
| FWONK | LIBERTY MEDIA CORP DEL | $3,143 | +25.2% | 42 | 0.0% | 0.00% | 0.0% | |
| MSCI | Buy | MSCI INC | $5,038 | +54.7% | 9 | +28.6% | 0.00% | 0.0% |
| MATX | MATSON INC | $2,507 | -4.5% | 42 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $6,765 | -5.1% | 19 | 0.0% | 0.00% | -50.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $3,061 | +5.9% | 2 | 0.0% | 0.00% | 0.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $4,645 | +6.4% | 86 | +100.0% | 0.00% | 0.0% |
| MUR | MURPHY OIL CORP | $5,400 | -14.0% | 146 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $6,889 | -10.9% | 126 | 0.0% | 0.00% | -50.0% | |
| NMRK | NEWMARK GROUP INCcl a | $3,009 | -11.2% | 425 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP | $3,824 | +3.9% | 78 | 0.0% | 0.00% | 0.0% | |
| NDSN | Buy | NORDSON CORP | $3,112 | +45.5% | 14 | +55.6% | 0.00% | – |
| NWBI | NORTHWEST BANCSHARES INC MD | $3,862 | -13.9% | 321 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $2,472 | +17.2% | 16 | 0.0% | 0.00% | – | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $6,483 | -2.2% | 583 | 0.0% | 0.00% | -50.0% | |
| OGE | OGE ENERGY CORP | $2,486 | -4.8% | 66 | 0.0% | 0.00% | 0.0% | |
| OII | OCEANEERING INTL INC | $5,272 | +0.8% | 299 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,136 | +20.1% | 18 | 0.0% | 0.00% | 0.0% | |
| PVH | PVH CORPORATION | $4,102 | +26.3% | 46 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $2,451 | -10.6% | 12 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORP | $2,398 | +13.3% | 7 | 0.0% | 0.00% | – | |
| PLD | Sell | PROLOGIS INC. | $5,615 | -79.8% | 45 | -81.7% | 0.00% | -83.3% |
| PUMP | PROPETRO HLDG CORP | $2,603 | -30.7% | 362 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $6,586 | +28.0% | 113 | 0.0% | 0.00% | 0.0% | |
| RPT | RPT REALTYsh ben int | $3,681 | -5.3% | 387 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC | $4,818 | +5.2% | 22 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $4,150 | +11.1% | 227 | 0.0% | 0.00% | 0.0% | |
| RKT | ROCKET COS INC | $3,624 | +29.4% | 400 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $4,989 | +13.9% | 17 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $2,559 | -8.5% | 24 | 0.0% | 0.00% | 0.0% | |
| SAFT | SAFETY INS GROUP INC | $3,652 | -11.6% | 49 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA | $4,989 | -2.2% | 33 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL | $3,164 | -0.5% | 46 | 0.0% | 0.00% | 0.0% | |
| AIR | AAR CORP | $3,655 | +21.5% | 67 | 0.0% | 0.00% | 0.0% | |
| SFNC | SIMMONS 1ST NATL CORPcl a $1 par | $3,166 | -18.9% | 181 | 0.0% | 0.00% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $6,267 | -31.9% | 1,578 | +0.1% | 0.00% | -50.0% |
| SWKS | SKYWORKS SOLUTIONS INC | $3,186 | +29.5% | 27 | 0.0% | 0.00% | 0.0% | |
| STLD | STEEL DYNAMICS INC | $2,601 | +15.8% | 23 | 0.0% | 0.00% | 0.0% | |
| INN | SUMMIT HOTEL PPTYS INC | $2,464 | -3.0% | 352 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $5,510 | -0.2% | 78 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $4,822 | +7.7% | 123 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $5,300 | -17.3% | 147 | 0.0% | 0.00% | 0.0% | |
| ULTA | Buy | ULTA BEAUTY INC | $2,729 | +94.0% | 5 | +66.7% | 0.00% | – |
| VMI | VALMONT INDS INC | $2,555 | -3.4% | 8 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $5,908 | +6.8% | 107 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $3,599 | -3.7% | 83 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $6,309 | +5.5% | 45 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC | $4,221 | +8.8% | 22 | 0.0% | 0.00% | 0.0% | |
| VVI | Buy | VIAD CORP | $3,495 | +100.2% | 168 | +133.3% | 0.00% | – |
| WELL | WELLTOWER INC | $2,653 | +9.4% | 37 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $5,243 | -2.8% | 174 | 0.0% | 0.00% | 0.0% | |
| WSM | WILLIAMS SONOMA INC | $2,799 | +5.9% | 23 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $2,774 | +3.1% | 21 | 0.0% | 0.00% | 0.0% | |
| Z | New | ZILLOW GROUP INCcl c cap stk | $2,936 | – | 66 | +100.0% | 0.00% | – |
| ZI | ZOOMINFO TECHNOLOGIES INC | $2,471 | -17.9% | 100 | 0.0% | 0.00% | 0.0% | |
| CPRI | CAPRI HOLDINGS LIMITED | $4,183 | -18.0% | 89 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $5,380 | +9.9% | 400 | 0.0% | 0.00% | 0.0% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $6,507 | -5.0% | 28 | 0.0% | 0.00% | -50.0% | |
| GRMN | GARMIN LTD | $5,551 | +9.4% | 55 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $3,279 | +14.3% | 25 | 0.0% | 0.00% | 0.0% | |
| CLB | CORE LABORATORIES N V | $3,969 | +8.8% | 180 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $6,479 | +13.1% | 69 | 0.0% | 0.00% | 0.0% | |
| GASS | STEALTHGAS INC | $5,220 | -2.6% | 2,000 | 0.0% | 0.00% | 0.0% | |
| POWI | POWER INTEGRATIONS INC | $678 | +18.1% | 8 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $682 | +31.2% | 105 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $1,621 | +3.6% | 30 | 0.0% | 0.00% | – | |
| ON | New | ON SEMICONDUCTOR CORP | $1,235 | – | 15 | +100.0% | 0.00% | – |
| OKE | ONEOK INC NEW | $2,097 | -3.3% | 33 | 0.0% | 0.00% | – | |
| NAVI | NAVIENT CORPORATION | $1,248 | -2.7% | 78 | 0.0% | 0.00% | – | |
| OGN | Buy | ORGANON & CO | $1,879 | -14.9% | 80 | +1.3% | 0.00% | -100.0% |
| New | ORION OFFICE REIT INC | $88 | – | 13 | +100.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP | $1,206 | +42.0% | 23 | 0.0% | 0.00% | – | |
| OSTK | Buy | OVERSTOCK COM INC DEL | $1,399 | +12.9% | 69 | +7.8% | 0.00% | – |
| NFG | NATIONAL FUEL GAS CO | $1,271 | -8.8% | 22 | 0.0% | 0.00% | – | |
| NOV | New | NOV INC | $870 | – | 47 | +100.0% | 0.00% | – |
| MGI | MONEYGRAM INTL INC | $42 | -4.5% | 4 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $1,944 | +31.6% | 230 | 0.0% | 0.00% | – | |
| MHK | MOHAWK INDS INC | $802 | -2.0% | 8 | 0.0% | 0.00% | – | |
| PARR | PAR PAC HOLDINGS INC | $2,278 | +25.6% | 78 | 0.0% | 0.00% | – | |
| MRNA | Sell | MODERNA INC | $2,151 | -20.2% | 14 | -6.7% | 0.00% | -100.0% |
| PATK | PATRICK INDS INC | $1,170 | +13.6% | 17 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $756 | -3.7% | 5 | 0.0% | 0.00% | – | |
| PAYC | PAYCOM SOFTWARE INC | $913 | -1.9% | 3 | 0.0% | 0.00% | – | |
| MMS | MAXIMUS INC | $787 | +7.4% | 10 | 0.0% | 0.00% | – | |
| MASI | MASIMO CORP | $1,477 | +24.7% | 8 | 0.0% | 0.00% | – | |
| PKI | PERKINELMER INC | $1,333 | -4.9% | 10 | 0.0% | 0.00% | – | |
| MAS | MASCO CORP | $1,094 | +6.5% | 22 | 0.0% | 0.00% | – | |
| MAN | MANPOWERGROUP INC WIS | $1,073 | -0.8% | 13 | 0.0% | 0.00% | – | |
| MAIN | MAIN STR CAP CORP | $1,973 | +6.8% | 50 | 0.0% | 0.00% | – | |
| PLAB | PHOTRONICS INC | $564 | -1.4% | 34 | 0.0% | 0.00% | – | |
| MAC | MACERICH CO | $880 | -5.9% | 83 | 0.0% | 0.00% | – | |
| MP | New | MP MATERIALS CORP | $1,128 | – | 40 | +100.0% | 0.00% | – |
| AWR | Exit | AMER STATES WTR CO | $0 | – | -19 | -100.0% | 0.00% | – |
| PII | POLARIS INC | $1,217 | +9.5% | 11 | 0.0% | 0.00% | – | |
| PCH | POTLATCHDELTIC CORPORATION | $990 | +12.5% | 20 | 0.0% | 0.00% | – | |
| MDU | MDU RES GROUP INC | $732 | +0.5% | 24 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $32 | -49.2% | 12 | 0.0% | 0.00% | – | |
| Sell | LUCID GROUP INC | $483 | -35.7% | 60 | -45.5% | 0.00% | – | |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,540 | +0.4% | 22 | 0.0% | 0.00% | – | |
| LFUS | LITTELFUSE INC | $1,073 | +21.8% | 4 | 0.0% | 0.00% | – | |
| LECO | LINCOLN ELEC HLDGS INC | $1,184 | +17.1% | 7 | 0.0% | 0.00% | – | |
| PFS | PROVIDENT FINL SVCS INC | $844 | -10.2% | 44 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,052 | +16.2% | 10 | 0.0% | 0.00% | – | |
| LDOS | Buy | LEIDOS HOLDINGS INC | $1,105 | +31.2% | 12 | +50.0% | 0.00% | – |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,051 | +47.2% | 11 | 0.0% | 0.00% | – | |
| SON | Exit | SONOCO PRODS CO | $0 | – | -13 | -100.0% | 0.00% | – |
| LANC | LANCASTER COLONY CORP | $1,624 | +2.9% | 8 | 0.0% | 0.00% | – | |
| DGX | QUEST DIAGNOSTICS INC | $708 | -9.5% | 5 | 0.0% | 0.00% | – | |
| RPM | RPM INTL INC | $873 | -10.4% | 10 | 0.0% | 0.00% | – | |
| RL | New | RALPH LAUREN CORPcl a | $1,051 | – | 9 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $1,012 | – | 5 | +100.0% | 0.00% | – |
| RYN | RAYONIER INC | $1,098 | +0.9% | 33 | 0.0% | 0.00% | – | |
| LKQ | LKQ CORP | $2,214 | +6.3% | 39 | 0.0% | 0.00% | – | |
| RC | READY CAPITAL CORP | $1,699 | -8.7% | 167 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $340 | -36.3% | 23 | -52.1% | 0.00% | – | |
| RWT | REDWOOD TRUST INC | $2,218 | -0.3% | 329 | 0.0% | 0.00% | -100.0% | |
| REG | REGENCY CTRS CORP | $1,163 | -2.1% | 19 | 0.0% | 0.00% | – | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1,019 | +8.1% | 18 | 0.0% | 0.00% | – | |
| RGEN | REPLIGEN CORP | $1,011 | -0.5% | 6 | 0.0% | 0.00% | – | |
| KEX | KIRBY CORP | $2,231 | +8.4% | 32 | 0.0% | 0.00% | – | |
| TTEC | Exit | TTEC HLDGS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| REXR | New | REXFORD INDL RLTY INC | $597 | – | 10 | +100.0% | 0.00% | – |
| Buy | RIVIAN AUTOMOTIVE INC | $1,951 | +5.9% | 126 | +26.0% | 0.00% | – | |
| RHI | ROBERT HALF INTL INC | $1,128 | +9.1% | 14 | 0.0% | 0.00% | – | |
| ROBINHOOD MKTS INC | $971 | +19.3% | 100 | 0.0% | 0.00% | – | ||
| KEY | KEYCORP | $927 | -28.1% | 74 | 0.0% | 0.00% | – | |
| KELYA | KELLY SVCS INCcl a | $714 | -1.8% | 43 | 0.0% | 0.00% | – | |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -34 | -100.0% | 0.00% | – |
| RY | ROYAL BK CDA SUSTAINABL | $96 | +2.1% | 1 | 0.0% | 0.00% | – | |
| RUTH | RUTHS HOSPITALITY GROUP INC | $1,347 | +6.1% | 82 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $2,076 | -6.0% | 31 | 0.0% | 0.00% | -100.0% | |
| KLAC | KLA CORP | $1,996 | +5.9% | 5 | 0.0% | 0.00% | – | |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $1,045 | -62.7% | 4 | -60.0% | 0.00% | -100.0% |
| SEIC | SEI INVTS CO | $691 | -1.3% | 12 | 0.0% | 0.00% | – | |
| SLM | SLM CORP | $1,054 | -25.3% | 85 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC | $1,584 | +7.8% | 46 | 0.0% | 0.00% | – | |
| JACK | New | JACK IN THE BOX INC | $1,402 | – | 16 | +100.0% | 0.00% | – |
| JBL | JABIL INC | $2,028 | +29.3% | 23 | 0.0% | 0.00% | – | |
| IBHF | ISHARES TRibonds 2026 term | $23 | +4.5% | 1 | 0.0% | 0.00% | – | |
| IBOC | INTERNATIONAL BANCSHARES COR | $900 | -6.3% | 21 | 0.0% | 0.00% | – | |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $5 | +25.0% | 0 | +100.0% | 0.00% | – |
| NSP | INSPERITY INC | $1,945 | +7.0% | 16 | 0.0% | 0.00% | – | |
| HUN | HUNTSMAN CORP | $2,052 | -0.4% | 75 | 0.0% | 0.00% | – | |
| HBAN | New | HUNTINGTON BANCSHARES INC | $941 | – | 84 | +100.0% | 0.00% | – |
| HITI | HIGH TIDE INC | $55 | -11.3% | 40 | 0.0% | 0.00% | – | |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $2,285 | -31.5% | 104 | -21.8% | 0.00% | -100.0% |
| HA | HAWAIIAN HOLDINGS INC | $614 | -10.6% | 67 | 0.0% | 0.00% | – | |
| THG | HANOVER INS GROUP INC | $771 | -4.9% | 6 | 0.0% | 0.00% | – | |
| HWC | HANCOCK WHITNEY CORPORATION | $1,529 | -24.8% | 42 | 0.0% | 0.00% | – | |
| GPMT | Sell | GRANITE PT MTG TR INC | $1,057 | -43.2% | 213 | -38.6% | 0.00% | – |
| GWW | GRAINGER W W INC | $1,378 | +23.9% | 2 | 0.0% | 0.00% | – | |
| GL | GLOBE LIFE INC | $2,201 | -8.7% | 20 | 0.0% | 0.00% | -100.0% | |
| SBH | SALLY BEAUTY HLDGS INC | $1,044 | +24.4% | 67 | 0.0% | 0.00% | – | |
| BFS | SAUL CTRS INC | $2,028 | -4.1% | 52 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $77 | +1.3% | 10 | 0.0% | 0.00% | – | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $655 | +2.2% | 21 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $1,781 | -37.1% | 34 | 0.0% | 0.00% | -100.0% | |
| GME | GAMESTOP CORP NEWcl a | $553 | +24.8% | 24 | 0.0% | 0.00% | – | |
| GLPI | GAMING & LEISURE PPTYS INC | $521 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GIII | G III APPAREL GROUP LTD | $1,167 | +13.5% | 75 | 0.0% | 0.00% | – | |
| FULT | FULTON FINL CORP PA | $747 | -17.8% | 54 | 0.0% | 0.00% | – | |
| FL | FOOT LOCKER INC | $1,985 | +5.0% | 50 | 0.0% | 0.00% | – | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,142 | +4.2% | 44 | 0.0% | 0.00% | – | |
| FLO | FLOWERS FOODS INC | $987 | -4.6% | 36 | 0.0% | 0.00% | – | |
| FFIN | FIRST FINL BANKSHARES INC | $1,340 | -7.3% | 42 | 0.0% | 0.00% | – | |
| FFBC | FIRST FINL BANCORP OH | $1,699 | -10.1% | 78 | 0.0% | 0.00% | – | |
| FHI | FEDERATED HERMES INCcl b | $1,084 | +10.6% | 27 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INCcl a | $1,332 | +116.9% | 75 | 0.0% | 0.00% | – | |
| FCN | FTI CONSULTING INC | $987 | +24.3% | 5 | 0.0% | 0.00% | – | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $429 | +3.6% | 8 | 0.0% | 0.00% | – | |
| EXPO | EXPONENT INC | $898 | +0.7% | 9 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC | $881 | +6.0% | 8 | 0.0% | 0.00% | – | |
| EVR | EVERCORE INCclass a | $1,616 | +5.8% | 14 | 0.0% | 0.00% | – | |
| EEFT | EURONET WORLDWIDE INC | $1,008 | +18.7% | 9 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC | $1,559 | -7.0% | 14 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,533 | +1.3% | 41 | 0.0% | 0.00% | – | |
| ETR | ENTERGY CORP NEW | $1,186 | -4.2% | 11 | 0.0% | 0.00% | – | |
| SVC | SERVICE PPTYS TR | $2,052 | +36.6% | 206 | 0.0% | 0.00% | – | |
| ENTG | ENTEGRIS INC | $1,887 | +25.0% | 23 | 0.0% | 0.00% | – | |
| SFBS | SERVISFIRST BANCSHARES INC | $1,093 | -20.7% | 20 | 0.0% | 0.00% | – | |
| FOUR | New | SHIFT4 PMTS INCcl a | $758 | – | 10 | +100.0% | 0.00% | – |
| SLGN | SILGAN HLDGS INC | $1,181 | +3.6% | 22 | 0.0% | 0.00% | – | |
| SPG | SIMON PPTY GROUP INC NEW | $1,008 | -4.6% | 9 | 0.0% | 0.00% | – | |
| Exit | JAGUAR HEALTH INC | $0 | – | -103 | -100.0% | 0.00% | – | |
| SIX | SIX FLAGS ENTMT CORP NEW | $1,496 | +14.9% | 56 | 0.0% | 0.00% | – | |
| SKYW | SKYWEST INC | $843 | +34.4% | 38 | 0.0% | 0.00% | – | |
| MKSI | Exit | MKS INSTRS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| NPO | ENPRO INDS INC | $1,143 | -4.4% | 11 | 0.0% | 0.00% | – | |
| SNA | SNAP ON INC | $1,976 | +8.1% | 8 | 0.0% | 0.00% | – | |
| ENPH | ENPHASE ENERGY INC | $2,314 | -20.6% | 11 | 0.0% | 0.00% | -100.0% | |
| EMBECTA CORP | $1,716 | +11.2% | 61 | 0.0% | 0.00% | – | ||
| EW | New | EDWARDS LIFESCIENCES CORP | $1,241 | – | 15 | +100.0% | 0.00% | – |
| EGBN | EAGLE BANCORP INC MD | $770 | -24.1% | 23 | 0.0% | 0.00% | – | |
| SPTN | SPARTANNASH CO | $2,009 | -18.0% | 81 | 0.0% | 0.00% | -100.0% | |
| SQ | BLOCK INCcl a | $618 | +9.2% | 9 | 0.0% | 0.00% | – | |
| DOV | DOVER CORP | $912 | +12.3% | 6 | 0.0% | 0.00% | – | |
| STC | STEWART INFORMATION SVCS COR | $1,816 | -5.6% | 45 | 0.0% | 0.00% | – | |
| SF | STIFEL FINL CORP | $1,478 | +1.3% | 25 | 0.0% | 0.00% | – | |
| DORM | DORMAN PRODS INC | $949 | +6.6% | 11 | 0.0% | 0.00% | – | |
| NOVA | SUNNOVA ENERGY INTL INC. | $2,062 | -13.3% | 132 | 0.0% | 0.00% | -100.0% | |
| SYLVAMO CORP | $371 | -4.6% | 8 | 0.0% | 0.00% | – | ||
| DPZ | DOMINOS PIZZA INC | $990 | -4.7% | 3 | 0.0% | 0.00% | – | |
| DOCU | New | DOCUSIGN INC | $175 | – | 3 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,140 | +24.9% | 23 | 0.0% | 0.00% | – | |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $1,316 | – | 67 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $1,278 | – | 9 | +100.0% | 0.00% | – |
| TPX | TEMPUR SEALY INTL INC | $1,580 | +15.1% | 40 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $997 | -3.6% | 39 | 0.0% | 0.00% | – | |
| TCBI | TEXAS CAP BANCSHARES INC | $2,204 | -18.8% | 45 | 0.0% | 0.00% | -100.0% | |
| DXPE | DXP ENTERPRISES INC | $1,696 | -2.3% | 63 | 0.0% | 0.00% | – | |
| HAS | Exit | HASBRO INC | $0 | – | -12 | -100.0% | 0.00% | – |
| CMI | CUMMINS INC | $1,673 | -1.4% | 7 | 0.0% | 0.00% | – | |
| CFR | CULLEN FROST BANKERS INC | $1,370 | -21.2% | 13 | 0.0% | 0.00% | – | |
| TDG | TRANSDIGM GROUP INC | $1,475 | +17.2% | 2 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $2,329 | +10.5% | 66 | 0.0% | 0.00% | – | |
| TBK | TRIUMPH FINANCIAL INC | $1,626 | +18.9% | 28 | 0.0% | 0.00% | – | |
| TGI | TRIUMPH GROUP INC NEW | $951 | +10.2% | 82 | 0.0% | 0.00% | – | |
| CXW | New | CORECIVIC INC | $920 | – | 100 | +100.0% | 0.00% | – |
| Buy | TWO HBRS INVT CORP | $350 | -3.6% | 24 | +4.3% | 0.00% | – | |
| TYL | New | TYLER TECHNOLOGIES INC | $1,064 | – | 3 | +100.0% | 0.00% | – |
| TSN | TYSON FOODS INCcl a | $890 | -4.7% | 15 | 0.0% | 0.00% | – | |
| UDR | UDR INC | $699 | +6.2% | 17 | 0.0% | 0.00% | – | |
| NWN | Exit | NORTHWEST NAT HLDG CO | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | ORCHID IS CAP INC | $0 | – | -74 | -100.0% | 0.00% | – | |
| COO | COOPER COS INC | $1,121 | +13.0% | 3 | 0.0% | 0.00% | – | |
| CBSH | COMMERCE BANCSHARES INC | $642 | -14.3% | 11 | 0.0% | 0.00% | – | |
| UBSI | UNITED BANKSHARES INC WEST V | $704 | -13.1% | 20 | 0.0% | 0.00% | – | |
| COLB | New | COLUMBIA BKG SYS INC | $1,071 | – | 50 | +100.0% | 0.00% | – |
| UNFI | UNITED NAT FOODS INC | $132 | -32.0% | 5 | 0.0% | 0.00% | – | |
| CGNX | Buy | COGNEX CORP | $1,834 | +177.9% | 37 | +164.3% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $1,188 | – | 3 | +100.0% | 0.00% | – |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,016 | -19.5% | 9 | 0.0% | 0.00% | -100.0% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $43 | -6.5% | 50 | 0.0% | 0.00% | – | |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $1,100 | – | 60 | +100.0% | 0.00% | – |
| URBN | URBAN OUTFITTERS INC | $1,082 | +16.3% | 39 | 0.0% | 0.00% | – | |
| CLH | New | CLEAN HARBORS INC | $1,284 | – | 9 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $1,389 | – | 3 | +100.0% | 0.00% | – |
| CRUS | CIRRUS LOGIC INC | $1,751 | +46.9% | 16 | 0.0% | 0.00% | – | |
| CNK | CINEMARK HLDGS INC | $2,308 | +70.8% | 156 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $785 | +9.5% | 7 | 0.0% | 0.00% | – | |
| SWX | Exit | SOUTHWEST GAS HLDGS INC | $0 | – | -10 | -100.0% | 0.00% | – |
| CHDN | CHURCHILL DOWNS INC | $1,800 | +21.6% | 7 | 0.0% | 0.00% | – | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,709 | +23.2% | 1 | 0.0% | 0.00% | – | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $692 | – | 3 | +100.0% | 0.00% | – |
| PLCE | CHILDRENS PL INC NEW | $1,248 | +10.5% | 31 | 0.0% | 0.00% | – | |
| CHWY | New | CHEWY INCcl a | $150 | – | 4 | +100.0% | 0.00% | – |
| CE | CELANESE CORP DEL | $1,198 | +6.5% | 11 | 0.0% | 0.00% | – | |
| CASY | CASEYS GEN STORES INC | $1,516 | -3.4% | 7 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $965 | +5.7% | 15 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $2,149 | -24.3% | 1,228 | 0.0% | 0.00% | -100.0% | |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $1,146 | – | 53 | +100.0% | 0.00% | – |
| CALX | New | CALIX INC | $1,126 | – | 21 | +100.0% | 0.00% | – |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,953 | +17.4% | 40 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $1,203 | -0.1% | 49 | 0.0% | 0.00% | – | |
| CBT | CABOT CORP | $1,457 | +14.7% | 19 | 0.0% | 0.00% | – | |
| VGR | VECTOR GROUP LTD | $937 | +1.3% | 78 | 0.0% | 0.00% | – | |
| CVBF | CVB FINL CORP | $634 | -35.2% | 38 | 0.0% | 0.00% | – | |
| TDC | Exit | TERADATA CORP DEL | $0 | – | -21 | -100.0% | 0.00% | – |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,789 | +8.6% | 18 | 0.0% | 0.00% | – | |
| CF | CF INDS HLDGS INC | $1,813 | -14.9% | 25 | 0.0% | 0.00% | – | |
| BC | BRUNSWICK CORP | $1,230 | +13.8% | 15 | 0.0% | 0.00% | – | |
| BRKL | BROOKLINE BANCORP INC DEL | $1,628 | -25.8% | 155 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,466 | +9.3% | 10 | 0.0% | 0.00% | – | |
| BRX | BRIXMOR PPTY GROUP INC | $1,722 | -5.1% | 80 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $265 | -14.0% | 6 | 0.0% | 0.00% | – | |
| NCR | Exit | NCR CORP NEW | $0 | – | -21 | -100.0% | 0.00% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $286 | – | 16 | +100.0% | 0.00% | – |
| TECH | BIO-TECHNE CORP | $2,078 | -10.5% | 28 | 0.0% | 0.00% | -100.0% | |
| BYND | BEYOND MEAT INC | $650 | +32.1% | 40 | 0.0% | 0.00% | – | |
| OZK | BANK OZK LITTLE ROCK ARK | $1,300 | -14.6% | 38 | 0.0% | 0.00% | – | |
| BK | BANK NEW YORK MELLON CORP | $2,182 | -0.1% | 48 | 0.0% | 0.00% | – | |
| BMO | BANK MONTREAL QUE | $90 | -1.1% | 1 | 0.0% | 0.00% | – | |
| BJ | BJS WHSL CLUB HLDGS INC | $1,902 | +15.0% | 25 | 0.0% | 0.00% | – | |
| OPI | Exit | OFFICE PPTYS INCOME TR | $0 | – | -23 | -100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC | $1,668 | +3.0% | 154 | 0.0% | 0.00% | – | |
| AVY | AVERY DENNISON CORP | $895 | -1.1% | 5 | 0.0% | 0.00% | – | |
| ATLASSIAN CORPORATIONcl a | $1,370 | +33.1% | 8 | 0.0% | 0.00% | – | ||
| New | VITESSE ENERGY INC | $952 | – | 50 | +100.0% | 0.00% | – | |
| VMC | VULCAN MATLS CO | $1,716 | -2.0% | 10 | 0.0% | 0.00% | – | |
| ASB | ASSOCIATED BANC CORP | $2,194 | -22.1% | 122 | 0.0% | 0.00% | -100.0% | |
| WAB | Sell | WABTEC | $1,921 | -16.3% | 19 | -17.4% | 0.00% | -100.0% |
| ASH | ASHLAND INC | $925 | -4.4% | 9 | 0.0% | 0.00% | – | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $127 | -37.4% | 5 | 0.0% | 0.00% | – | |
| ABR | ARBOR REALTY TRUST INC | $242 | -12.6% | 21 | 0.0% | 0.00% | – | |
| WCN | New | WASTE CONNECTIONS INC | $1,252 | – | 9 | +100.0% | 0.00% | – |
| APPLIED DNA SCIENCES INC | $2,260 | -31.9% | 2,000 | 0.0% | 0.00% | -100.0% | ||
| AM | ANTERO MIDSTREAM CORP | $2,057 | -2.7% | 196 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $1,115 | -19.0% | 100 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $793 | -6.6% | 6 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $1,703 | -9.2% | 57 | 0.0% | 0.00% | – | |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,198 | -3.8% | 15 | 0.0% | 0.00% | -100.0% | |
| WTFC | WINTRUST FINL CORP | $1,168 | -13.6% | 16 | 0.0% | 0.00% | – | |
| AMT | New | AMERICAN TOWER CORP NEW | $1,635 | – | 8 | +100.0% | 0.00% | – |
| QMOM | EA SERIES TRUSTus quan momentum | $1,488 | -1.8% | 33 | 0.0% | 0.00% | – | |
| WOLFSPEED INC | $1,105 | -5.9% | 17 | 0.0% | 0.00% | – | ||
| WDAY | WORKDAY INCcl a | $1,446 | +23.5% | 7 | 0.0% | 0.00% | – | |
| XL | SPRUCE POWER HOLDING CORP | $91 | -9.9% | 110 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $1,663 | -18.2% | 15 | 0.0% | 0.00% | – | |
| SABR | Exit | SABRE CORP | $0 | – | -101 | -100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUP INCcl a | $1,443 | – | 33 | +100.0% | 0.00% | – |
| MDRX | VERADIGM INC | $327 | -25.9% | 25 | 0.0% | 0.00% | – | |
| NLOK | Exit | GEN DIGITAL INC | $0 | – | -31 | -100.0% | 0.00% | – |
| AMCR | AMCOR PLCord | $1,821 | -4.5% | 160 | 0.0% | 0.00% | – | |
| AXS | AXIS CAP HLDGS LTD | $382 | +0.8% | 7 | 0.0% | 0.00% | – | |
| ADS | BREAD FINANCIAL HOLDINGS INC | $1,153 | -19.4% | 38 | 0.0% | 0.00% | – | |
| ALE | ALLETE INC | $1,224 | -0.2% | 19 | 0.0% | 0.00% | – | |
| ALLK | ALLAKOS INC | $1,780 | -47.1% | 400 | 0.0% | 0.00% | -100.0% | |
| New | FTAI AVIATION LTD | $1,538 | – | 55 | +100.0% | 0.00% | – | |
| JHG | JANUS HENDERSON GROUP PLC | $960 | +13.3% | 36 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC | $2,182 | -2.3% | 52 | 0.0% | 0.00% | -100.0% | |
| NAT | Buy | NORDIC AMERICAN TANKERS LIMI | $96 | +35.2% | 24 | +4.3% | 0.00% | – |
| PNR | PENTAIR PLC | $2,156 | +22.9% | 39 | 0.0% | 0.00% | – | |
| STE | New | STERIS PLC | $957 | – | 5 | +100.0% | 0.00% | – |
| AKR | ACADIA RLTY TR | $1,354 | -2.7% | 97 | 0.0% | 0.00% | – | |
| TRINSEO PLC | $730 | -8.2% | 35 | 0.0% | 0.00% | – | ||
| WRK | Exit | WESTROCK CO | $0 | – | -20 | -100.0% | 0.00% | – |
| VIACA | Exit | PARAMOUNT GLOBAL | $0 | – | -25 | -100.0% | 0.00% | – |
| YNDX | YANDEX N V | $0 | – | 25 | 0.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC | $151 | +23.8% | 30 | 0.0% | 0.00% | – | |
| NOK | Sell | NOKIA CORPsponsored adr | $1,473 | -36.5% | 300 | -40.0% | 0.00% | -100.0% |
| IMPERIAL PETE INC | $49 | -18.3% | 250 | 0.0% | 0.00% | – | ||
| NI | NISOURCE INC | $1,930 | +2.0% | 69 | 0.0% | 0.00% | – | |
| NYT | NEW YORK TIMES COcl a | $739 | +19.8% | 19 | 0.0% | 0.00% | – | |
| NVS | New | NOVARTIS AGsponsored adr | $1,012 | – | 11 | +100.0% | 0.00% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -85 | -100.0% | 0.00% | – |
| NRZ | RITHM CAPITAL CORP | $480 | -2.0% | 60 | 0.0% | 0.00% | – | |
| LTC | Exit | LTC PPTYS INC | $0 | – | -60 | -100.0% | 0.00% | – |
| NFE | New | NEW FORTRESS ENERGY INC | $972 | – | 33 | +100.0% | 0.00% | – |
| NUSCALE PWR CORP | $1,818 | -11.4% | 200 | 0.0% | 0.00% | – | ||
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $246 | -0.4% | 6 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $9 | -30.8% | 10 | 0.0% | 0.00% | – | |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -82 | -100.0% | 0.00% | – |
| ONB | OLD NATL BANCORP IND | $1,082 | -19.7% | 75 | 0.0% | 0.00% | – | |
| ORI | OLD REP INTL CORP | $1,698 | +3.4% | 68 | 0.0% | 0.00% | – | |
| NTCT | New | NETSCOUT SYS INC | $1,089 | – | 38 | +100.0% | 0.00% | – |
| NTAP | NETAPP INC | $1,405 | +6.4% | 22 | 0.0% | 0.00% | – | |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -62 | -100.0% | -0.00% | – |
| CVIIU | Exit | CHURCHILL CAPITAL CORP VIIunit 99/99/9999 | $0 | – | -250 | -100.0% | -0.00% | – |
| HYLB | Exit | DBX ETF TRxtrack usd high | $0 | – | -85 | -100.0% | -0.00% | – |
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -50 | -100.0% | -0.00% | – |
| SJI | Exit | SOUTH JERSEY INDS INC | $0 | – | -103 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR SER TRbloomberg sht te | $0 | – | -131 | -100.0% | -0.00% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -36 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -50 | -100.0% | -0.00% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -205 | -100.0% | -0.00% | – |
| Exit | HALEON PLCspon ads | $0 | – | -402 | -100.0% | -0.00% | – | |
| HMN | Exit | HORACE MANN EDUCATORS CORP N | $0 | – | -83 | -100.0% | -0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -85 | -100.0% | -0.00% | – |
| AAWW | Exit | ATLAS AIR WORLDWIDE HLDGS IN | $0 | – | -31 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -31 | -100.0% | -0.00% | – |
| GLTR | Exit | ABRDN PRECIOUS METALS BASKETphyscl precs met | $0 | – | -71 | -100.0% | -0.00% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -228 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -112 | -100.0% | -0.00% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -68 | -100.0% | -0.00% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -59 | -100.0% | -0.00% | – |
| Exit | CION INVT CORP | $0 | – | -1,518 | -100.0% | -0.00% | – | |
| Exit | GSK PLCsponsored adr | $0 | – | -321 | -100.0% | -0.00% | – | |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -199 | -100.0% | -0.00% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -200 | -100.0% | -0.00% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -877 | -100.0% | -0.01% | – |
| IVOG | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $0 | – | -167 | -100.0% | -0.01% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -387 | -100.0% | -0.01% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -245 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -117 | -100.0% | -0.01% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -2,695 | -100.0% | -0.02% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -1,747 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.