$531 Million is the total value of Capital Investment Advisory Services, LLC's 630 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Sell | SPDR SER TRspdr bloomberg | $22,730,000 | -7.2% | 248,358 | -7.2% | 4.28% | -13.7% |
| AAPL | Buy | APPLE INC | $18,043,000 | 0.0% | 155,795 | +215.0% | 3.40% | -7.1% |
| MUB | Buy | ISHARES TRnational mun etf | $15,972,000 | +1.0% | 137,773 | +0.5% | 3.01% | -6.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $15,911,000 | +19303.7% | 147,178 | +18183.0% | 3.00% | +17517.6% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $15,438,000 | -54.6% | 148,817 | -58.0% | 2.91% | -57.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $11,568,000 | +26.3% | 41,636 | +12.6% | 2.18% | +17.4% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,387,000 | -30.7% | 120,067 | -30.6% | 1.96% | -35.6% |
| EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $10,122,000 | +2417.9% | 328,218 | +2410.1% | 1.90% | +2251.9% |
| AMZN | Sell | AMAZON COM INC | $9,600,000 | +13.8% | 3,049 | -0.3% | 1.81% | +5.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $9,505,000 | +11.9% | 44,635 | -6.2% | 1.79% | +4.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $9,181,000 | -6.4% | 328,464 | -6.3% | 1.73% | -13.0% |
| MSFT | Sell | MICROSOFT CORP | $8,360,000 | -5.4% | 39,747 | -8.4% | 1.57% | -12.1% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $7,222,000 | -5.6% | 142,963 | -5.8% | 1.36% | -12.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,177,000 | -6.1% | 86,627 | -6.3% | 1.35% | -12.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $7,166,000 | +2732.4% | 93,085 | +2430.9% | 1.35% | +2545.1% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $6,953,000 | +5.1% | 117,087 | -0.1% | 1.31% | -2.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,430,000 | +1.5% | 37,753 | -6.7% | 1.21% | -5.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,417,000 | +98.0% | 43,104 | +87.0% | 1.21% | +84.1% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $6,076,000 | +6.1% | 123,230 | +6.7% | 1.14% | -1.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,377,000 | +7.8% | 67,515 | -0.5% | 1.01% | +0.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $4,333,000 | +1.4% | 53,536 | -1.3% | 0.82% | -5.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,217,000 | +10.6% | 12,591 | +1.8% | 0.79% | +2.8% |
| FCEF | Buy | FIRST TR EXCHNG TRADED FD VIcef incm oppty | $3,927,000 | +18.4% | 199,796 | +13.3% | 0.74% | +10.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $3,879,000 | -8.9% | 97,488 | -13.9% | 0.73% | -15.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,871,000 | +0.2% | 2,634 | -3.7% | 0.73% | -6.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,846,000 | +11.4% | 27,672 | -4.2% | 0.72% | +3.6% |
| LOW | Sell | LOWES COS INC | $3,848,000 | +9.8% | 23,202 | -10.6% | 0.72% | +2.0% |
| IGSB | Sell | ISHARES TR | $3,773,000 | -20.6% | 68,705 | -20.8% | 0.71% | -26.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $3,739,000 | +4.1% | 42,221 | -6.1% | 0.70% | -3.3% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,723,000 | +3.8% | 118,571 | -1.6% | 0.70% | -3.4% |
| DVYE | Buy | ISHARES INCem mkts div etf | $3,401,000 | +31.7% | 112,962 | +37.0% | 0.64% | +22.4% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $3,387,000 | +2.1% | 101,572 | +0.8% | 0.64% | -5.2% |
| ICSH | Sell | ISHARES TRultr sh trm bd | $3,357,000 | -35.8% | 66,385 | -35.8% | 0.63% | -40.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,335,000 | +19.1% | 9,924 | +9.8% | 0.63% | +10.8% |
| HD | Buy | HOME DEPOT INC | $3,290,000 | +16.4% | 11,846 | +5.0% | 0.62% | +8.0% |
| V | Sell | VISA INC | $3,236,000 | -4.9% | 16,185 | -8.1% | 0.61% | -11.6% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $3,134,000 | +52133.3% | 101,345 | +50572.5% | 0.59% | +58900.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,053,000 | +22.3% | 56,912 | +13.3% | 0.58% | +13.6% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,995,000 | -9.7% | 37,139 | -16.2% | 0.56% | -16.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,824,000 | +58.6% | 16,950 | +5.8% | 0.53% | +47.1% |
| INTF | Buy | ISHARES TRmsci intl multft | $2,800,000 | +11.1% | 115,246 | +4.8% | 0.53% | +3.1% |
| INTC | Sell | INTEL CORP | $2,625,000 | -13.5% | 50,692 | -0.0% | 0.49% | -19.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $2,622,000 | -7.6% | 47,512 | -12.9% | 0.49% | -14.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,613,000 | +8.2% | 36,214 | +1.0% | 0.49% | +0.6% |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $2,594,000 | +5.9% | 192,857 | +7.8% | 0.49% | -1.6% |
| T | Sell | AT&T INC | $2,574,000 | -7.7% | 90,289 | -2.1% | 0.48% | -14.3% |
| AVGO | Sell | BROADCOM INC | $2,477,000 | -9.8% | 6,798 | -21.9% | 0.47% | -16.2% |
| DIS | Sell | DISNEY WALT CO | $2,382,000 | -3.6% | 19,194 | -13.4% | 0.45% | -10.4% |
| CSCO | Sell | CISCO SYS INC | $2,341,000 | -20.4% | 59,432 | -5.8% | 0.44% | -26.0% |
| PFE | Sell | PFIZER INC | $2,329,000 | +10.7% | 63,474 | -1.3% | 0.44% | +2.8% |
| FB | Sell | FACEBOOK INCcl a | $2,326,000 | -4.7% | 8,881 | -17.4% | 0.44% | -11.3% |
| D | Sell | DOMINION ENERGY INC | $2,295,000 | -16.2% | 29,076 | -13.8% | 0.43% | -22.2% |
| MRK | Sell | MERCK & CO. INC | $2,282,000 | +2.0% | 27,515 | -4.9% | 0.43% | -5.3% |
| BLK | Sell | BLACKROCK INC | $2,265,000 | +0.9% | 4,019 | -2.5% | 0.43% | -6.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,229,000 | +13.7% | 60,982 | +4.0% | 0.42% | +5.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,215,000 | -20.1% | 31,539 | -22.3% | 0.42% | -25.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,211,000 | -9.2% | 22,967 | -11.3% | 0.42% | -15.6% |
| ABBV | Sell | ABBVIE INC | $2,203,000 | -19.9% | 25,147 | -10.2% | 0.42% | -25.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,152,000 | +5.0% | 14,572 | +0.5% | 0.40% | -2.4% |
| KO | Buy | COCA COLA CO | $2,147,000 | +10.6% | 43,478 | +0.0% | 0.40% | +2.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,127,000 | +54.8% | 12,070 | +43.9% | 0.40% | +43.9% |
| MCD | Buy | MCDONALDS CORP | $2,096,000 | +21.4% | 9,549 | +2.1% | 0.39% | +12.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,020,000 | -19.9% | 10,898 | -23.2% | 0.38% | -25.6% |
| WMT | Sell | WALMART INC | $1,988,000 | +13.5% | 14,208 | -2.9% | 0.37% | +5.4% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,983,000 | +0.3% | 33,039 | +0.3% | 0.37% | -6.8% |
| URA | Sell | GLOBAL X FDSglobal x uranium | $1,978,000 | -9.8% | 177,745 | -12.0% | 0.37% | -16.2% |
| SYY | Sell | SYSCO CORP | $1,969,000 | +11.2% | 31,650 | -2.2% | 0.37% | +3.6% |
| AMGN | Buy | AMGEN INC | $1,885,000 | +14.3% | 7,415 | +6.1% | 0.36% | +6.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,879,000 | -27.8% | 54,726 | -5.9% | 0.35% | -32.8% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $1,845,000 | -6.4% | 22,062 | -17.8% | 0.35% | -13.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,790,000 | -14.4% | 38,906 | -16.1% | 0.34% | -20.5% |
| NEAR | Buy | ISHARES U S ETF TRsht mat bd etf | $1,733,000 | +0.5% | 34,579 | +0.3% | 0.33% | -6.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,727,000 | +15.4% | 29,036 | +6.9% | 0.32% | +7.3% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,689,000 | +71.1% | 51,203 | +70.7% | 0.32% | +59.0% |
| NVDA | Sell | NVIDIA CORPORATION | $1,686,000 | +29.0% | 3,115 | -9.5% | 0.32% | +19.6% |
| BAC | Sell | BK OF AMERICA CORP | $1,676,000 | -4.5% | 69,564 | -5.8% | 0.32% | -11.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,669,000 | +13.4% | 14,491 | -0.1% | 0.31% | +5.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,664,000 | -3.8% | 13,674 | -4.5% | 0.31% | -10.6% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,646,000 | +7.7% | 31,852 | +7.7% | 0.31% | 0.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,600,000 | -23.6% | 6,925 | -31.4% | 0.30% | -29.0% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,552,000 | +4.0% | 28,327 | +0.4% | 0.29% | -3.3% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $1,544,000 | +1.9% | 19,319 | -6.0% | 0.29% | -5.2% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $1,533,000 | – | 9,801 | +100.0% | 0.29% | – |
| FNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,484,000 | +18.1% | 45,573 | +11.3% | 0.28% | +9.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,465,000 | -4.9% | 3,821 | -9.5% | 0.28% | -11.5% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,405,000 | +10.7% | 25,270 | +9.5% | 0.26% | +2.7% |
| TFC | Buy | TRUIST FINL CORP | $1,387,000 | +47.9% | 36,459 | +45.9% | 0.26% | +37.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,380,000 | +27.9% | 3,886 | +9.2% | 0.26% | +18.7% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,378,000 | – | 33,702 | +100.0% | 0.26% | – |
| GLD | Buy | SPDR GOLD TR | $1,354,000 | +22.6% | 7,646 | +15.9% | 0.26% | +13.8% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,348,000 | -21.3% | 9,143 | -30.1% | 0.25% | -26.8% |
| MDT | Sell | MEDTRONIC PLC | $1,301,000 | +2.5% | 12,524 | -9.5% | 0.24% | -4.7% |
| BA | Buy | BOEING CO | $1,284,000 | +4.3% | 7,772 | +15.7% | 0.24% | -2.8% |
| CVX | Buy | CHEVRON CORP NEW | $1,278,000 | -12.8% | 17,750 | +8.1% | 0.24% | -18.9% |
| NEE | Sell | NEXTERA ENERGY INC | $1,257,000 | +9.2% | 4,528 | -5.5% | 0.24% | +1.7% |
| NFLX | Buy | NETFLIX INC | $1,259,000 | +32.4% | 2,517 | +20.4% | 0.24% | +22.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,255,000 | -11.7% | 856 | -14.7% | 0.24% | -18.1% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,245,000 | -38.5% | 16,336 | -43.5% | 0.23% | -42.9% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $1,228,000 | -0.5% | 20,925 | -0.3% | 0.23% | -7.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,206,000 | +30.8% | 9,372 | +19.2% | 0.23% | +21.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,179,000 | -6.1% | 21,259 | -10.9% | 0.22% | -12.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,156,000 | +2.8% | 5,866 | -9.1% | 0.22% | -4.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,124,000 | -17.6% | 17,643 | -21.6% | 0.21% | -23.2% |
| ABT | Buy | ABBOTT LABS | $1,122,000 | +19.4% | 10,314 | +0.3% | 0.21% | +11.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,115,000 | +17.2% | 3,298 | +2.5% | 0.21% | +8.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,092,000 | +374.8% | 13,147 | +374.3% | 0.21% | +338.3% |
| FGD | Buy | FIRST TR EXCHANGE TRADED FDdj glbl divid | $1,089,000 | +3.0% | 61,050 | +3.8% | 0.20% | -4.2% |
| PEP | Buy | PEPSICO INC | $1,062,000 | +10.2% | 7,661 | +5.1% | 0.20% | +2.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,049,000 | +11.5% | 9,329 | +7.2% | 0.20% | +3.1% |
| DLR | Sell | DIGITAL RLTY TR INC | $1,036,000 | -5.3% | 7,060 | -8.3% | 0.20% | -12.2% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,026,000 | +8.0% | 38,340 | -1.7% | 0.19% | +0.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,009,000 | -0.5% | 4,714 | -18.4% | 0.19% | -7.3% |
| FDX | Sell | FEDEX CORP | $1,006,000 | +35.9% | 3,999 | -24.2% | 0.19% | +26.0% |
| HON | Sell | HONEYWELL INTL INC | $993,000 | +4.4% | 6,031 | -8.3% | 0.19% | -3.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $977,000 | -13.8% | 4,324 | -18.1% | 0.18% | -20.0% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $970,000 | +7.5% | 7,516 | +3.0% | 0.18% | 0.0% |
| SHV | Sell | ISHARES TRshort treas bd | $950,000 | -18.6% | 8,578 | -18.6% | 0.18% | -24.2% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $939,000 | -3.4% | 19,911 | -6.1% | 0.18% | -10.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $936,000 | +6.2% | 14,698 | +1.6% | 0.18% | -1.1% |
| VOO | Buy | VANGUARD INDEX FDS | $937,000 | +8.6% | 3,047 | +0.1% | 0.18% | +0.6% |
| AOK | New | ISHARES TRconser alloc etf | $931,000 | – | 25,056 | +100.0% | 0.18% | – |
| SYK | Buy | STRYKER CORPORATION | $924,000 | +29.4% | 4,436 | +12.0% | 0.17% | +20.0% |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $921,000 | – | 42,707 | +100.0% | 0.17% | – |
| CRM | Sell | SALESFORCE COM INC | $916,000 | +3.3% | 3,644 | -23.1% | 0.17% | -4.4% |
| FSLY | Sell | FASTLY INCcl a | $908,000 | -4.7% | 9,697 | -13.4% | 0.17% | -11.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $911,000 | -0.1% | 13,335 | -4.5% | 0.17% | -7.6% |
| OSTK | New | OVERSTOCK COM INC DEL | $892,000 | – | 12,284 | +100.0% | 0.17% | – |
| AOA | Buy | ISHARES TRaggres alloc etf | $884,000 | +88300.0% | 15,246 | +60884.0% | 0.17% | – |
| ADI | Sell | ANALOG DEVICES INC | $880,000 | -6.3% | 7,538 | -1.6% | 0.17% | -12.6% |
| WM | Sell | WASTE MGMT INC DEL | $877,000 | -15.3% | 7,753 | -20.7% | 0.16% | -21.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $869,000 | +36.6% | 1,969 | +12.1% | 0.16% | +27.1% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $867,000 | +18.6% | 22,145 | +11.2% | 0.16% | +10.1% |
| IBUY | New | AMPLIFY ETF TRonlin retl etf | $865,000 | – | 9,809 | +100.0% | 0.16% | – |
| CVS | Buy | CVS HEALTH CORP | $845,000 | -5.9% | 14,469 | +4.7% | 0.16% | -12.6% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $834,000 | -25.9% | 3,063 | -21.1% | 0.16% | -31.1% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $818,000 | +15.2% | 33,235 | +9.7% | 0.15% | +6.9% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $818,000 | -53.2% | 12,921 | -56.8% | 0.15% | -56.5% |
| IRM | Buy | IRON MTN INC NEW | $812,000 | +6.0% | 30,301 | +3.2% | 0.15% | -1.3% |
| SO | Buy | SOUTHERN CO | $802,000 | +19.2% | 14,798 | +14.0% | 0.15% | +11.0% |
| ENB | Sell | ENBRIDGE INC | $804,000 | -8.7% | 27,546 | -4.9% | 0.15% | -15.2% |
| FDIV | Sell | FIRST TR EXCHANGE-TRADED FDft strg incm etf | $795,000 | -9.1% | 17,935 | -8.0% | 0.15% | -15.3% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $796,000 | +11.6% | 15,375 | +9.6% | 0.15% | +4.2% |
| ESML | Sell | ISHARES TResg aware msci | $792,000 | -24.3% | 29,847 | -28.4% | 0.15% | -29.7% |
| CHWY | Buy | CHEWY INCcl a | $794,000 | +37.4% | 14,489 | +11.9% | 0.15% | +27.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $793,000 | -6.4% | 1,617 | -16.9% | 0.15% | -13.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $785,000 | +290.5% | 18,158 | +258.7% | 0.15% | +261.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $769,000 | -32.2% | 2,467 | -35.9% | 0.14% | -37.0% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $762,000 | +3.3% | 21,896 | -2.0% | 0.14% | -4.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $758,000 | +30.0% | 39,558 | +25.0% | 0.14% | +21.2% |
| SHOP | Sell | SHOPIFY INCcl a | $756,000 | +6.3% | 739 | -1.3% | 0.14% | -1.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $755,000 | +12.4% | 13,656 | +5.2% | 0.14% | +4.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $748,000 | -4.3% | 7,091 | -9.3% | 0.14% | -10.8% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $727,000 | +3.4% | 22,288 | -1.0% | 0.14% | -3.5% |
| KOCT | New | INNOVATOR ETFS TRrussell 2000 p | $721,000 | – | 30,111 | +100.0% | 0.14% | – |
| DHR | Buy | DANAHER CORPORATION | $722,000 | +29.9% | 3,352 | +6.6% | 0.14% | +20.4% |
| TGT | Sell | TARGET CORP | $715,000 | +27.2% | 4,540 | -3.1% | 0.14% | +18.4% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $712,000 | +5.0% | 18,776 | +1.0% | 0.13% | -2.2% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $691,000 | +15.4% | 26,506 | +12.1% | 0.13% | +7.4% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $672,000 | +62.3% | 3,569 | +46.9% | 0.13% | +50.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $660,000 | -24.8% | 6,477 | -25.0% | 0.12% | -30.3% |
| TWLO | TWILIO INCcl a | $661,000 | +12.6% | 2,675 | 0.0% | 0.12% | +4.2% | |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $658,000 | +26.3% | 20,903 | +21.7% | 0.12% | +17.0% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $653,000 | +3.3% | 19,130 | -2.6% | 0.12% | -3.9% |
| OKTA | OKTA INCcl a | $650,000 | +6.7% | 3,040 | 0.0% | 0.12% | -0.8% | |
| FVRR | New | FIVERR INTL LTD | $632,000 | – | 4,550 | +100.0% | 0.12% | – |
| INFY | Sell | INFOSYS LTDsponsored adr | $634,000 | +36.9% | 45,943 | -4.0% | 0.12% | +26.6% |
| LLY | Sell | LILLY ELI & CO | $630,000 | -17.1% | 4,256 | -8.1% | 0.12% | -22.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $625,000 | +412.3% | 4,065 | +386.2% | 0.12% | +372.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $624,000 | +0.6% | 10,357 | -1.7% | 0.12% | -7.1% |
| SBUX | Sell | STARBUCKS CORP | $622,000 | -8.1% | 7,240 | -21.3% | 0.12% | -14.6% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $617,000 | -3.0% | 15,682 | -10.6% | 0.12% | -10.1% |
| UNP | Sell | UNION PAC CORP | $610,000 | +2.2% | 3,097 | -12.3% | 0.12% | -5.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $612,000 | +340.3% | 6,940 | +340.9% | 0.12% | +310.7% |
| PAYX | Sell | PAYCHEX INC | $600,000 | +4.2% | 7,524 | -1.0% | 0.11% | -3.4% |
| NKE | Buy | NIKE INCcl b | $597,000 | +184.3% | 4,752 | +122.4% | 0.11% | +160.5% |
| BTAI | Buy | BIOXCEL THERAPEUTICS INC | $590,000 | -16.3% | 13,600 | +2.3% | 0.11% | -22.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $590,000 | -2.0% | 4,379 | -2.2% | 0.11% | -9.0% |
| PGHY | Buy | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $592,000 | +6.3% | 27,370 | +4.6% | 0.11% | -1.8% |
| HACK | ETF MANAGERS TRprime cybr scrty | $584,000 | +4.7% | 12,547 | 0.0% | 0.11% | -2.7% | |
| DOW | Buy | DOW INC | $579,000 | +17.0% | 12,314 | +1.3% | 0.11% | +9.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $576,000 | +40.1% | 1,958 | +2.8% | 0.11% | +30.1% |
| VEEV | Sell | VEEVA SYS INC | $576,000 | +0.3% | 2,050 | -16.3% | 0.11% | -6.9% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $575,000 | +136.6% | 7,323 | +124.9% | 0.11% | +120.4% |
| DRI | Sell | DARDEN RESTAURANTS INC | $563,000 | +31.2% | 5,584 | -1.5% | 0.11% | +21.8% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $561,000 | +12.2% | 7,337 | -1.2% | 0.11% | +5.0% |
| MMM | Sell | 3M CO | $555,000 | -17.4% | 3,464 | -19.5% | 0.10% | -23.5% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $546,000 | +3.6% | 10,061 | +3.8% | 0.10% | -3.7% |
| TJX | Sell | TJX COS INC NEW | $541,000 | -10.7% | 9,719 | -19.0% | 0.10% | -17.1% |
| GIS | Buy | GENERAL MLS INC | $538,000 | +8.2% | 8,719 | +8.1% | 0.10% | 0.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $535,000 | +24.7% | 4,586 | +11.6% | 0.10% | +16.1% |
| AMAT | Sell | APPLIED MATLS INC | $538,000 | -3.6% | 9,052 | -1.9% | 0.10% | -10.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $535,000 | +154.8% | 22,209 | +144.9% | 0.10% | +134.9% |
| PRU | Sell | PRUDENTIAL FINL INC | $527,000 | -4.2% | 8,302 | -8.1% | 0.10% | -10.8% |
| MO | Buy | ALTRIA GROUP INC | $523,000 | +17.0% | 13,532 | +18.7% | 0.10% | +7.7% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $514,000 | +2.4% | 8,950 | -8.9% | 0.10% | -4.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $513,000 | +20.1% | 6,117 | +16.8% | 0.10% | +12.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $504,000 | -13.3% | 2,086 | -7.2% | 0.10% | -19.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $499,000 | +13.2% | 2,302 | +0.3% | 0.09% | +5.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $497,000 | +13.0% | 1,595 | +1.1% | 0.09% | +5.6% |
| PEJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $500,000 | +15.5% | 15,584 | +4.9% | 0.09% | +6.8% |
| PFIG | Buy | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $499,000 | +75.1% | 18,260 | +74.3% | 0.09% | +62.1% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $502,000 | +31.8% | 46,541 | +61.1% | 0.09% | +22.1% |
| LVGO | New | LIVONGO HEALTH INC | $492,000 | – | 3,510 | +100.0% | 0.09% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $494,000 | +73.3% | 6,262 | +72.8% | 0.09% | +60.3% |
| TSLA | Buy | TESLA INC | $492,000 | +136.5% | 1,147 | +494.3% | 0.09% | +121.4% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $483,000 | -18.5% | 13,436 | -4.0% | 0.09% | -24.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $475,000 | +29.8% | 32,277 | +24.6% | 0.09% | +20.3% |
| LIN | Sell | LINDE PLC | $471,000 | -7.5% | 1,976 | -17.6% | 0.09% | -13.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $460,000 | +21.1% | 2,288 | +19.2% | 0.09% | +13.0% |
| FE | New | FIRSTENERGY CORP | $460,000 | – | 16,017 | +100.0% | 0.09% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $457,000 | -22.8% | 2,007 | -31.5% | 0.09% | -28.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $455,000 | -28.2% | 7,912 | -23.1% | 0.09% | -32.8% |
| NTAP | Sell | NETAPP INC | $457,000 | -3.6% | 10,430 | -2.3% | 0.09% | -10.4% |
| AOM | Buy | ISHARES TRmodert alloc etf | $450,000 | +373.7% | 10,968 | +361.6% | 0.08% | +347.4% |
| BP | Sell | BP PLCsponsored adr | $454,000 | -32.6% | 25,994 | -10.1% | 0.08% | -38.0% |
| EMR | Buy | EMERSON ELEC CO | $444,000 | +39.2% | 6,769 | +31.5% | 0.08% | +29.2% |
| CLX | Sell | CLOROX CO DEL | $444,000 | -26.0% | 2,112 | -22.8% | 0.08% | -31.1% |
| RY | Buy | ROYAL BK CDA | $444,000 | +3.5% | 6,328 | +0.0% | 0.08% | -3.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $435,000 | +51.6% | 8,676 | +35.7% | 0.08% | +41.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $436,000 | -13.3% | 4,718 | -14.4% | 0.08% | -19.6% |
| ZS | Sell | ZSCALER INC | $436,000 | -2.9% | 3,100 | -24.4% | 0.08% | -9.9% |
| DNP | Sell | DNP SELECT INCOME FD INC | $438,000 | -12.6% | 43,669 | -5.1% | 0.08% | -18.8% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $429,000 | +0.2% | 7,413 | +0.1% | 0.08% | -6.9% |
| GILD | Sell | GILEAD SCIENCES INC | $430,000 | -21.0% | 6,799 | -3.8% | 0.08% | -26.4% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $423,000 | +35.6% | 19,466 | +33.3% | 0.08% | +27.0% |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | $420,000 | +5.3% | 27,940 | 0.0% | 0.08% | -2.5% | |
| STNE | Sell | STONECO LTD | $419,000 | +11.1% | 7,925 | -18.6% | 0.08% | +3.9% |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $419,000 | – | 26,752 | +100.0% | 0.08% | – |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $415,000 | -17.8% | 3,970 | -21.7% | 0.08% | -23.5% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $417,000 | +9.2% | 10,776 | 0.0% | 0.08% | +1.3% | |
| TXN | Sell | TEXAS INSTRS INC | $416,000 | +3.5% | 2,911 | -8.0% | 0.08% | -3.7% |
| ACWV | ISHARES INCmsci gbl min vol | $410,000 | +4.9% | 4,466 | 0.0% | 0.08% | -2.5% | |
| ECH | Buy | ISHARES INCmsci chile etf | $403,000 | +27.1% | 16,728 | +33.1% | 0.08% | +18.8% |
| NVS | Sell | NOVARTIS AGsponsored adr | $404,000 | -7.8% | 4,648 | -7.4% | 0.08% | -14.6% |
| WPC | Sell | WP CAREY INC | $403,000 | -7.6% | 6,185 | -4.1% | 0.08% | -13.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $400,000 | +45.5% | 2,068 | +31.5% | 0.08% | +33.9% |
| WFC | Sell | WELLS FARGO CO NEW | $397,000 | -16.2% | 16,897 | -8.8% | 0.08% | -21.9% |
| QCOM | Buy | QUALCOMM INC | $397,000 | +41.3% | 3,374 | +9.3% | 0.08% | +31.6% |
| PPL | Sell | PPL CORP | $393,000 | +2.6% | 14,435 | -2.7% | 0.07% | -5.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $391,000 | +8.0% | 3,308 | +2.8% | 0.07% | +1.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $389,000 | +6.0% | 2,600 | +1.4% | 0.07% | -1.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $390,000 | +680.0% | 7,083 | +674.1% | 0.07% | +630.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $390,000 | +0.3% | 7,722 | -5.5% | 0.07% | -7.6% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $385,000 | -27.5% | 8,227 | -27.3% | 0.07% | -33.3% |
| BGS | Sell | B & G FOODS INC NEW | $383,000 | +9.4% | 13,774 | -3.9% | 0.07% | +1.4% |
| MET | Sell | METLIFE INC | $382,000 | +0.3% | 10,269 | -1.6% | 0.07% | -6.5% |
| SSO | Buy | PROSHARES TR | $378,000 | -8.3% | 5,139 | +55.9% | 0.07% | -14.5% |
| CAT | Sell | CATERPILLAR INC DEL | $379,000 | -19.9% | 2,539 | -32.0% | 0.07% | -26.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $364,000 | +80.2% | 3,591 | +69.9% | 0.07% | +68.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $366,000 | +36.6% | 10,035 | +29.6% | 0.07% | +27.8% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $362,000 | -5.5% | 375 | -21.1% | 0.07% | -12.8% |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $354,000 | – | 24,692 | +100.0% | 0.07% | – |
| WSO | WATSCO INC | $349,000 | +30.7% | 1,500 | 0.0% | 0.07% | +22.2% | |
| CAH | Sell | CARDINAL HEALTH INC | $349,000 | -18.1% | 7,440 | -8.9% | 0.07% | -23.3% |
| ESGD | New | ISHARES TResg aw msci eafe | $343,000 | – | 5,405 | +100.0% | 0.06% | – |
| DVY | Buy | ISHARES TRselect divid etf | $348,000 | +145.1% | 4,272 | +142.9% | 0.06% | +124.1% |
| AYX | Sell | ALTERYX INC | $341,000 | -47.9% | 3,000 | -24.6% | 0.06% | -51.5% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $333,000 | +34.8% | 2,425 | -1.4% | 0.06% | +26.0% |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $336,000 | +79.7% | 5,191 | 0.0% | 0.06% | +65.8% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $334,000 | +35.2% | 10,937 | +24.3% | 0.06% | +26.0% |
| NMZ | New | NUVEEN MUN HIGH INCOME OPPOR | $328,000 | – | 24,300 | +100.0% | 0.06% | – |
| HRB | Buy | BLOCK H & R INC | $330,000 | +13.8% | 20,282 | +0.0% | 0.06% | +5.1% |
| MELI | Sell | MERCADOLIBRE INC | $330,000 | +5.8% | 305 | -3.8% | 0.06% | -1.6% |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $328,000 | – | 22,575 | +100.0% | 0.06% | – |
| KR | Sell | KROGER CO | $329,000 | -20.9% | 9,701 | -21.1% | 0.06% | -26.2% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $324,000 | -3.9% | 8,821 | -4.3% | 0.06% | -10.3% |
| RSG | Sell | REPUBLIC SVCS INC | $320,000 | -7.0% | 3,425 | -18.2% | 0.06% | -14.3% |
| ETN | EATON CORP PLC | $319,000 | +16.8% | 3,124 | 0.0% | 0.06% | +9.1% | |
| DEO | Sell | DIAGEO PLCspon adr new | $317,000 | -25.8% | 2,304 | -27.4% | 0.06% | -30.2% |
| ORCL | New | ORACLE CORP | $319,000 | – | 5,344 | +100.0% | 0.06% | – |
| CL | New | COLGATE PALMOLIVE CO | $313,000 | – | 4,062 | +100.0% | 0.06% | – |
| AFL | Buy | AFLAC INC | $312,000 | +43.1% | 8,583 | +41.7% | 0.06% | +34.1% |
| BDX | Buy | BECTON DICKINSON & CO | $311,000 | +41.4% | 1,337 | +45.5% | 0.06% | +31.1% |
| KEY | Sell | KEYCORP | $309,000 | -5.5% | 25,939 | -3.4% | 0.06% | -12.1% |
| TMUS | Sell | T-MOBILE US INC | $301,000 | -4.4% | 2,633 | -13.0% | 0.06% | -10.9% |
| HSY | New | HERSHEY CO | $303,000 | – | 2,113 | +100.0% | 0.06% | – |
| PFXF | Sell | VANECK VECTORS ETF TRpfd secs ex finl | $291,000 | -20.5% | 15,164 | -24.6% | 0.06% | -25.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $288,000 | -2.4% | 18,236 | +12.5% | 0.05% | -10.0% |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $289,000 | +26.8% | 7,434 | +17.3% | 0.05% | +17.4% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $286,000 | +19.7% | 9,559 | +18.7% | 0.05% | +12.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $288,000 | -48.8% | 6,221 | -56.9% | 0.05% | -52.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $289,000 | +191.9% | 1,604 | +168.2% | 0.05% | +170.0% |
| BRG | Buy | BLUEROCK RESIDENTIAL GWT REI | $288,000 | +34.0% | 37,984 | +42.9% | 0.05% | +22.7% |
| ECL | New | ECOLAB INC | $282,000 | – | 1,411 | +100.0% | 0.05% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $283,000 | -9.3% | 2,029 | -3.2% | 0.05% | -15.9% |
| ARD | New | ARDAGH GROUP S Acl a | $281,000 | – | 20,000 | +100.0% | 0.05% | – |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $280,000 | -10.5% | 7,438 | -3.1% | 0.05% | -15.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $280,000 | +89.2% | 11,227 | +90.9% | 0.05% | +76.7% |
| CSX | Buy | CSX CORP | $284,000 | +16.9% | 3,661 | +4.9% | 0.05% | +8.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $279,000 | -22.7% | 13,066 | -30.2% | 0.05% | -27.4% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $277,000 | +714.7% | 2,431 | +664.5% | 0.05% | +642.9% |
| HPQ | Buy | HP INC | $276,000 | +14.0% | 14,517 | +4.6% | 0.05% | +6.1% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $273,000 | +19.2% | 18,994 | +19.5% | 0.05% | +10.9% |
| AMD | New | ADVANCED MICRO DEVICES INC | $272,000 | – | 3,321 | +100.0% | 0.05% | – |
| MAS | Sell | MASCO CORP | $271,000 | +8.8% | 4,912 | -1.0% | 0.05% | +2.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $266,000 | +26.1% | 9,536 | +7.9% | 0.05% | +16.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $266,000 | +62.2% | 2,249 | +62.1% | 0.05% | +51.5% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $264,000 | +32.7% | 9,624 | +28.6% | 0.05% | +25.0% |
| ROKU | New | ROKU INC | $264,000 | – | 1,399 | +100.0% | 0.05% | – |
| UTG | New | REAVES UTIL INCOME FD | $268,000 | – | 8,575 | +100.0% | 0.05% | – |
| TTE | Sell | TOTAL SEsponsored ads | $266,000 | -16.1% | 7,768 | -5.9% | 0.05% | -21.9% |
| IXUS | Buy | ISHARES TRcore msci total | $267,000 | +25.4% | 4,583 | +17.3% | 0.05% | +16.3% |
| VMW | New | VMWARE INC | $264,000 | – | 1,840 | +100.0% | 0.05% | – |
| DES | Sell | WISDOMTREE TRus smallcap divd | $262,000 | -0.4% | 12,407 | -0.2% | 0.05% | -7.5% |
| KHC | Buy | KRAFT HEINZ CO | $259,000 | -4.1% | 8,649 | +2.3% | 0.05% | -10.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $251,000 | -3.5% | 4,469 | -3.3% | 0.05% | -11.3% |
| ANTM | Sell | ANTHEM INC | $248,000 | -17.9% | 924 | -19.6% | 0.05% | -23.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $251,000 | +0.8% | 1,535 | +0.9% | 0.05% | -6.0% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $252,000 | +140.0% | 4,978 | +139.1% | 0.05% | +123.8% |
| ROP | New | ROPER TECHNOLOGIES INC | $246,000 | – | 623 | +100.0% | 0.05% | – |
| SPSB | Sell | SPDR SER TRportfolio short | $242,000 | -10.0% | 7,700 | -10.2% | 0.05% | -14.8% |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $245,000 | +8.4% | 4,978 | +6.6% | 0.05% | 0.0% |
| VTR | Sell | VENTAS INC | $245,000 | +12.9% | 5,839 | -1.7% | 0.05% | +4.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $239,000 | +251.5% | 2,156 | +236.9% | 0.04% | +221.4% |
| NOW | Sell | SERVICENOW INC | $239,000 | -23.2% | 492 | -35.9% | 0.04% | -28.6% |
| ABMD | Sell | ABIOMED INC | $237,000 | +8.2% | 855 | -5.5% | 0.04% | +2.3% |
| USHY | Buy | ISHARES TRbroad usd high | $235,000 | +14.1% | 5,944 | +10.5% | 0.04% | +4.8% |
| K | Sell | KELLOGG CO | $234,000 | -33.1% | 3,618 | -31.6% | 0.04% | -38.0% |
| PAGS | New | PAGSEGURO DIGITAL LTD | $233,000 | – | 6,181 | +100.0% | 0.04% | – |
| DD | New | DUPONT DE NEMOURS INC | $236,000 | – | 4,259 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $235,000 | – | 745 | +100.0% | 0.04% | – |
| TDOC | New | TELADOC HEALTH INC | $236,000 | – | 1,075 | +100.0% | 0.04% | – |
| ISRG | Sell | INTUITIVE SURGICAL INC | $227,000 | +7.6% | 320 | -13.5% | 0.04% | 0.0% |
| IVZ | Sell | INVESCO LTD | $230,000 | -6.5% | 20,135 | -12.0% | 0.04% | -14.0% |
| ES | EVERSOURCE ENERGY | $229,000 | +0.4% | 2,736 | 0.0% | 0.04% | -6.5% | |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $227,000 | – | 10,213 | +100.0% | 0.04% | – |
| SCSC | SCANSOURCE INC | $228,000 | -17.7% | 11,492 | 0.0% | 0.04% | -23.2% | |
| DE | Sell | DEERE & CO | $230,000 | +8.0% | 1,039 | -23.5% | 0.04% | 0.0% |
| GE | Sell | GENERAL ELECTRIC CO | $230,000 | -11.9% | 36,910 | -3.5% | 0.04% | -18.9% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $221,000 | +176.2% | 1,657 | +176.2% | 0.04% | +162.5% |
| GNL | Sell | GLOBAL NET LEASE INC | $225,000 | -9.6% | 14,146 | -4.8% | 0.04% | -16.0% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $224,000 | +3.7% | 7,034 | +3.1% | 0.04% | -4.5% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $219,000 | – | 4,070 | +100.0% | 0.04% | – |
| FEZ | Sell | SPDR INDEX SHS FDSeuro stoxx 50 | $220,000 | -10.2% | 6,040 | -12.3% | 0.04% | -18.0% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $220,000 | +2.3% | 997 | -1.3% | 0.04% | -6.8% |
| PSX | Buy | PHILLIPS 66 | $217,000 | -24.9% | 4,190 | +4.1% | 0.04% | -30.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $213,000 | +15.8% | 1,042 | +9.2% | 0.04% | +8.1% |
| FDS | New | FACTSET RESH SYS INC | $211,000 | – | 631 | +100.0% | 0.04% | – |
| MBB | Sell | ISHARES TRmbs etf | $212,000 | -15.9% | 1,921 | -15.6% | 0.04% | -21.6% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $213,000 | -8.6% | 10,983 | -11.1% | 0.04% | -14.9% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $212,000 | +19.1% | 12,518 | +17.1% | 0.04% | +11.1% |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $211,000 | – | 5,957 | +100.0% | 0.04% | – |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $215,000 | -35.4% | 1,762 | -35.5% | 0.04% | -40.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $212,000 | +5200.0% | 4,375 | +5509.0% | 0.04% | +3900.0% |
| APD | New | AIR PRODS & CHEMS INC | $213,000 | – | 714 | +100.0% | 0.04% | – |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $211,000 | -12.1% | 6,442 | -17.3% | 0.04% | -18.4% |
| O | New | REALTY INCOME CORP | $211,000 | – | 3,479 | +100.0% | 0.04% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $215,000 | – | 2,376 | +100.0% | 0.04% | – |
| GM | New | GENERAL MTRS CO | $214,000 | – | 7,218 | +100.0% | 0.04% | – |
| PM | New | PHILIP MORRIS INTL INC | $206,000 | – | 2,747 | +100.0% | 0.04% | – |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $205,000 | +1.0% | 605 | -3.4% | 0.04% | -4.9% |
| EL | New | LAUDER ESTEE COS INCcl a | $205,000 | – | 939 | +100.0% | 0.04% | – |
| BX | New | BLACKSTONE GROUP INC | $204,000 | – | 3,903 | +100.0% | 0.04% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $203,000 | -9.8% | 363 | +0.6% | 0.04% | -17.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $204,000 | +223.8% | 2,539 | +225.5% | 0.04% | +192.3% |
| EXAS | Sell | EXACT SCIENCES CORP | $200,000 | -62.0% | 1,960 | -67.7% | 0.04% | -64.5% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $202,000 | – | 438 | +100.0% | 0.04% | – |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $204,000 | +451.4% | 10,074 | +444.5% | 0.04% | +442.9% |
| DOCU | Sell | DOCUSIGN INC | $200,000 | -1.5% | 927 | -21.2% | 0.04% | -7.3% |
| FALN | Buy | ISHARES TRfaln angls usd | $195,000 | +290.0% | 7,150 | +276.3% | 0.04% | +270.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $198,000 | +40.4% | 1,760 | +39.6% | 0.04% | +27.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $197,000 | +12.6% | 4,478 | +9.9% | 0.04% | +5.7% |
| XBI | Buy | SPDR SER TRs&p biotech | $195,000 | +2.6% | 1,750 | +2.9% | 0.04% | -2.6% |
| FNB | Sell | F N B CORP | $195,000 | -25.3% | 28,785 | -17.3% | 0.04% | -30.2% |
| IWB | ISHARES TRrus 1000 etf | $194,000 | +9.0% | 1,034 | 0.0% | 0.04% | +2.8% | |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $194,000 | +569.0% | 6,809 | +549.1% | 0.04% | +516.7% |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $191,000 | – | 13,000 | +100.0% | 0.04% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $193,000 | – | 4,443 | +100.0% | 0.04% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $189,000 | +17.4% | 3,618 | +12.7% | 0.04% | +9.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $190,000 | +2614.3% | 2,520 | +2420.0% | 0.04% | +3500.0% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $187,000 | +4.5% | 2,031 | -6.6% | 0.04% | -2.8% |
| SMLV | Sell | SPDR SER TRssga us smal etf | $184,000 | -4.2% | 2,423 | -3.6% | 0.04% | -10.3% |
| COPX | New | GLOBAL X FDSglobal x copper | $185,000 | – | 8,950 | +100.0% | 0.04% | – |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $177,000 | -2.2% | 3,168 | -2.9% | 0.03% | -10.8% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $169,000 | +10.5% | 6,712 | +43.6% | 0.03% | +3.2% |
| PIZ | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $165,000 | +12.2% | 5,325 | 0.0% | 0.03% | +3.3% | |
| VLUE | Buy | ISHARES TRmsci usa value | $162,000 | +82.0% | 2,194 | +77.8% | 0.03% | +66.7% |
| F | Sell | FORD MTR CO DEL | $157,000 | +9.0% | 23,586 | -0.4% | 0.03% | +3.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $159,000 | +562.5% | 1,696 | +565.1% | 0.03% | +500.0% |
| PSK | SPDR SER TRwells fg pfd etf | $157,000 | +4.0% | 3,620 | 0.0% | 0.03% | -3.2% | |
| AGZ | Sell | ISHARES TRagency bond etf | $156,000 | -1.9% | 1,291 | -1.8% | 0.03% | -9.4% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $153,000 | +1290.9% | 5,753 | +1338.2% | 0.03% | +1350.0% |
| QLD | Buy | PROSHARES TR | $147,000 | +24.6% | 1,600 | +100.0% | 0.03% | +16.7% |
| MCEF | Buy | FIRST TR EXCHNG TRADED FD VImun cef in opt | $146,000 | +89.6% | 7,670 | +83.9% | 0.03% | +68.8% |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $141,000 | – | 6,085 | +100.0% | 0.03% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $146,000 | +9.8% | 937 | +0.1% | 0.03% | 0.0% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $138,000 | -60.5% | 4,476 | -60.4% | 0.03% | -63.4% |
| FEMB | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $137,000 | -1.4% | 4,017 | 0.0% | 0.03% | -7.1% | |
| VER | Sell | VEREIT INC | $140,000 | -14.6% | 21,565 | -15.3% | 0.03% | -21.2% |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $132,000 | – | 2,372 | +100.0% | 0.02% | – |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $135,000 | +7.1% | 9,850 | +11.3% | 0.02% | -3.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $125,000 | +101.6% | 1,943 | +82.4% | 0.02% | +84.6% |
| TIP | Buy | ISHARES TRtips bd etf | $125,000 | +35.9% | 989 | +31.9% | 0.02% | +26.3% |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $122,000 | – | 4,979 | +100.0% | 0.02% | – |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $118,000 | -52.6% | 1,717 | -58.3% | 0.02% | -56.0% |
| BRFS | BRF SAsponsored adr | $115,000 | -17.3% | 34,980 | 0.0% | 0.02% | -21.4% | |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $114,000 | +570.6% | 2,748 | +563.8% | 0.02% | +600.0% |
| MOO | VANECK VECTORS ETF TRagribusiness etf | $111,000 | +12.1% | 1,652 | 0.0% | 0.02% | +5.0% | |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $109,000 | +6.9% | 4,148 | 0.0% | 0.02% | 0.0% | |
| NRGX | Sell | PIMCO ENRGY TACTICAL CR OPP | $114,000 | -26.5% | 18,400 | -16.0% | 0.02% | -32.3% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $106,000 | -0.9% | 1,747 | -4.1% | 0.02% | -9.1% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $100,000 | +2400.0% | 1,049 | +2458.5% | 0.02% | +1800.0% |
| CMT | New | CORE MOLDING TECHNOLOGIES IN | $102,000 | – | 11,500 | +100.0% | 0.02% | – |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $103,000 | +6.2% | 1,282 | -2.1% | 0.02% | -5.0% |
| PCM | New | PCM FD INC | $101,000 | – | 10,000 | +100.0% | 0.02% | – |
| EWW | Buy | ISHARES INCmsci mexico etf | $102,000 | +148.8% | 3,061 | +139.1% | 0.02% | +137.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $97,000 | -31.2% | 3,253 | -12.7% | 0.02% | -37.9% |
| EWMC | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $95,000 | 0.0% | 1,590 | -2.7% | 0.02% | -5.3% |
| SPFF | GLOBAL X FDSglbx suprinc etf | $94,000 | +5.6% | 8,500 | 0.0% | 0.02% | 0.0% | |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $93,000 | -6.1% | 997 | -11.6% | 0.02% | -10.0% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $94,000 | +13.3% | 1,222 | +2.3% | 0.02% | +5.9% |
| FTHI | Sell | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $92,000 | -10.7% | 4,775 | -9.5% | 0.02% | -19.0% |
| SMB | Sell | VANECK VECTORS ETF TRshort muni etf | $86,000 | -19.6% | 4,769 | -20.1% | 0.02% | -27.3% |
| WFCPRL | Sell | WELLS FARGO CO NEWperp pfd cnv a | $81,000 | -11.0% | 60 | -14.3% | 0.02% | -16.7% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $80,000 | -11.1% | 800 | -11.1% | 0.02% | -16.7% |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $77,000 | +4.1% | 1,410 | 0.0% | 0.01% | -6.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $77,000 | +11.6% | 1,737 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $72,000 | +111.8% | 1,292 | +90.3% | 0.01% | +100.0% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $75,000 | +82.9% | 2,468 | +70.2% | 0.01% | +75.0% |
| ET | Sell | ENERGY TRANSFER LP | $72,000 | -28.0% | 13,343 | -5.5% | 0.01% | -30.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $77,000 | -52.2% | 593 | -56.3% | 0.01% | -57.6% |
| RNRG | GLOBAL X FDSx yieldco rene | $72,000 | +5.9% | 4,908 | 0.0% | 0.01% | 0.0% | |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $77,000 | +10.0% | 3,310 | -8.3% | 0.01% | 0.0% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $76,000 | -54.8% | 2,500 | -54.5% | 0.01% | -58.8% |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $74,000 | – | 3,067 | +100.0% | 0.01% | – |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $71,000 | +18.3% | 4,705 | +17.6% | 0.01% | +8.3% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $71,000 | +57.8% | 2,140 | +62.2% | 0.01% | +44.4% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $67,000 | -48.9% | 1,140 | -50.5% | 0.01% | -51.9% |
| DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $64,000 | +4.9% | 2,000 | 0.0% | 0.01% | 0.0% | |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $65,000 | -16.7% | 275 | -21.4% | 0.01% | -25.0% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $65,000 | -29.3% | 948 | -31.8% | 0.01% | -36.8% |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $62,000 | – | 2,290 | +100.0% | 0.01% | – |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $64,000 | -13.5% | 3,350 | -10.1% | 0.01% | -20.0% |
| XT | ISHARES TRexponential tech | $63,000 | +8.6% | 1,298 | 0.0% | 0.01% | 0.0% | |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $60,000 | – | 3,437 | +100.0% | 0.01% | – |
| IYT | ISHARES TRtrans avg etf | $56,000 | +21.7% | 282 | 0.0% | 0.01% | +22.2% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $61,000 | -1.6% | 2,238 | 0.0% | 0.01% | -15.4% | |
| UST | PROSHARES TRultr 7-10 trea | $57,000 | 0.0% | 750 | 0.0% | 0.01% | -8.3% | |
| FXI | ISHARES TRchina lg-cap etf | $60,000 | +5.3% | 1,425 | 0.0% | 0.01% | -8.3% | |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $60,000 | +328.6% | 858 | +337.8% | 0.01% | +266.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $60,000 | +13.2% | 406 | -2.6% | 0.01% | 0.0% |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $56,000 | – | 727 | +100.0% | 0.01% | – |
| SAN | Sell | BANCO SANTANDER S.A.adr | $56,000 | -25.3% | 30,287 | -3.3% | 0.01% | -26.7% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $52,000 | +100.0% | 721 | +83.9% | 0.01% | +100.0% |
| WDIV | SPDR INDEX SHS FDSs&p glbdiv etf | $53,000 | 0.0% | 1,000 | 0.0% | 0.01% | -9.1% | |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $53,000 | +211.8% | 4,892 | +226.1% | 0.01% | +233.3% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $54,000 | +125.0% | 2,750 | +120.0% | 0.01% | +100.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $51,000 | -21.5% | 560 | -27.7% | 0.01% | -23.1% |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $54,000 | +3.8% | 570 | 0.0% | 0.01% | -9.1% | |
| CMDY | Sell | ISHARES U S ETF TRbloomberg roll | $52,000 | +4.0% | 1,251 | -4.2% | 0.01% | 0.0% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $47,000 | +9.3% | 180 | 0.0% | 0.01% | 0.0% | |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $46,000 | +35.3% | 4,390 | +68.5% | 0.01% | +28.6% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $50,000 | -64.3% | 1,008 | -64.6% | 0.01% | -67.9% |
| IEFA | ISHARES TRcore msci eafe | $48,000 | +6.7% | 792 | 0.0% | 0.01% | 0.0% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $47,000 | +4.4% | 1,550 | 0.0% | 0.01% | 0.0% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $49,000 | -49.5% | 205 | -52.7% | 0.01% | -55.0% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $48,000 | -27.3% | 1,980 | -8.4% | 0.01% | -30.8% |
| MOTI | VANECK VECTORS ETF TRmorningstar intl | $42,000 | +2.4% | 1,446 | 0.0% | 0.01% | 0.0% | |
| PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $43,000 | -2.3% | 676 | 0.0% | 0.01% | -11.1% | |
| IWR | ISHARES TRrus mid cap etf | $40,000 | +8.1% | 695 | 0.0% | 0.01% | +14.3% | |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $40,000 | – | 986 | +100.0% | 0.01% | – |
| XOP | Sell | SPDR SER TRs&p oilgas exp | $41,000 | -54.4% | 966 | -43.7% | 0.01% | -55.6% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $43,000 | +616.7% | 367 | +579.6% | 0.01% | +700.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $45,000 | -47.7% | 1,283 | -47.7% | 0.01% | -52.9% |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $40,000 | – | 637 | +100.0% | 0.01% | – |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $43,000 | +975.0% | 1,035 | +904.9% | 0.01% | +700.0% |
| KBWY | New | INVESCO EXCH TRADED FD TR IIkbw prem yield | $42,000 | – | 2,390 | +100.0% | 0.01% | – |
| IAT | New | ISHARES TRus regnl bks etf | $38,000 | – | 1,150 | +100.0% | 0.01% | – |
| GOAT | Buy | VANECK VECTORS ETF TRmrngstr gbl wd | $38,000 | +216.7% | 1,185 | +196.2% | 0.01% | +250.0% |
| DFE | WISDOMTREE TReurope smcp dv | $37,000 | +5.7% | 700 | 0.0% | 0.01% | 0.0% | |
| EFV | Sell | ISHARES TReafe value etf | $36,000 | -55.0% | 903 | -54.8% | 0.01% | -56.2% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $36,000 | +44.0% | 169 | +33.1% | 0.01% | +40.0% |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $39,000 | – | 880 | +100.0% | 0.01% | – |
| EWZ | ISHARES INCmsci brazil etf | $37,000 | -2.6% | 1,330 | 0.0% | 0.01% | -12.5% | |
| XRLV | New | INVESCO EXCH TRADED FD TR IIs&p 500 ex rat | $39,000 | – | 1,022 | +100.0% | 0.01% | – |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $35,000 | +250.0% | 1,858 | +236.6% | 0.01% | +250.0% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $32,000 | +3100.0% | 441 | +3292.3% | 0.01% | – |
| JNK | Buy | SPDR SER TRbloomberg brclys | $34,000 | +240.0% | 328 | +218.4% | 0.01% | +200.0% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $30,000 | – | 501 | +100.0% | 0.01% | – |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $30,000 | – | 210 | +100.0% | 0.01% | – |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $30,000 | -56.5% | 224 | -56.9% | 0.01% | -57.1% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $30,000 | 0.0% | 1,180 | +1.3% | 0.01% | 0.0% |
| EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $34,000 | +277.8% | 1,696 | +273.6% | 0.01% | +200.0% |
| UJAN | New | INNOVATOR ETFS TRs&p 500 ultra | $34,000 | – | 1,200 | +100.0% | 0.01% | – |
| RWM | PROSHARES TRshrt russell2000 | $34,000 | -5.6% | 1,000 | 0.0% | 0.01% | -14.3% | |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $26,000 | +333.3% | 415 | +315.0% | 0.01% | +400.0% |
| IUSG | ISHARES TRcore s&p us gwt | $24,000 | +9.1% | 300 | 0.0% | 0.01% | +25.0% | |
| ITA | ISHARES TRus aer def etf | $24,000 | -4.0% | 152 | 0.0% | 0.01% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $25,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $25,000 | +1150.0% | 160 | +1500.0% | 0.01% | – |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $25,000 | +400.0% | 1,347 | +349.0% | 0.01% | +400.0% |
| LRGF | New | ISHARES TRmsci usa multift | $25,000 | – | 747 | +100.0% | 0.01% | – |
| ANGL | VANECK VECTORS ETF TRfallen angel hg | $27,000 | +3.8% | 921 | 0.0% | 0.01% | 0.0% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $26,000 | 0.0% | 1,066 | -2.6% | 0.01% | 0.0% |
| IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $24,000 | +9.1% | 1,293 | 0.0% | 0.01% | +25.0% | |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $24,000 | -44.2% | 705 | -45.9% | 0.01% | -44.4% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $28,000 | +154.5% | 128 | +141.5% | 0.01% | +150.0% |
| VRIG | Buy | INVESCO ACTIVELY MANAGED ETFvar rate invt | $29,000 | +3.6% | 1,185 | +3.9% | 0.01% | -16.7% |
| IQLT | New | ISHARES TRmsci intl qualty | $22,000 | – | 717 | +100.0% | 0.00% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $23,000 | -61.7% | 78 | -65.8% | 0.00% | -66.7% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $20,000 | +1900.0% | 769 | +3745.0% | 0.00% | – |
| FSMB | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $21,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| IEV | Sell | ISHARES TReurope etf | $21,000 | -77.4% | 490 | -78.6% | 0.00% | -78.9% |
| IJS | New | ISHARES TRsp smcp600vl etf | $19,000 | – | 156 | +100.0% | 0.00% | – |
| XME | SPDR SER TRs&p metals mng | $23,000 | +9.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MILN | New | GLOBAL X FDSmill themc etf | $19,000 | – | 609 | +100.0% | 0.00% | – |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $21,000 | -12.5% | 16,000 | 0.0% | 0.00% | -20.0% | |
| YYY | New | AMPLIFY ETF TR | $23,000 | – | 1,538 | +100.0% | 0.00% | – |
| IPAY | ETF MANAGERS TRprime mobile pay | $20,000 | +11.1% | 370 | 0.0% | 0.00% | 0.0% | |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $20,000 | – | 492 | +100.0% | 0.00% | – |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $20,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% | |
| EBND | Buy | SPDR SER TRblombrg brc emrg | $23,000 | 0.0% | 861 | +0.1% | 0.00% | -20.0% |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $23,000 | +4.5% | 670 | 0.0% | 0.00% | 0.0% | |
| EWZS | ISHARES TRbrazil sm-cp etf | $21,000 | 0.0% | 1,634 | 0.0% | 0.00% | 0.0% | |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $17,000 | +13.3% | 521 | +2.2% | 0.00% | 0.0% |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $14,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IWS | New | ISHARES TRrus mdcp val etf | $18,000 | – | 217 | +100.0% | 0.00% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $14,000 | – | 605 | +100.0% | 0.00% | – |
| IOO | ISHARES TRglobal 100 etf | $16,000 | +6.7% | 285 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES TRexpnd tec sc etf | $14,000 | +7.7% | 45 | 0.0% | 0.00% | 0.0% | |
| ALTY | GLOBAL X FDSsuper div altr | $16,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $14,000 | -6.7% | 265 | -12.8% | 0.00% | 0.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $17,000 | +54.5% | 99 | +57.1% | 0.00% | +50.0% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $16,000 | – | 147 | +100.0% | 0.00% | – |
| SNSR | New | GLOBAL X FDSinternet of thng | $16,000 | – | 615 | +100.0% | 0.00% | – |
| VSTM | Sell | VERASTEM INC | $14,000 | -36.4% | 11,500 | -8.0% | 0.00% | -25.0% |
| NYF | ISHARES TRnew york mun etf | $17,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| IYW | ISHARES TRu.s. tech etf | $15,000 | +15.4% | 50 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES TR | $15,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
| XES | Buy | SPDR SER TRoilgas equip | $15,000 | -11.8% | 551 | +7.8% | 0.00% | 0.0% |
| MORT | VANECK VECTORS ETF TR | $11,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| IBDM | ISHARES TRibonds dec21 etf | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $9,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| OSCV | ETF SER SOLUTIONSopus sml cp vl | $8,000 | +14.3% | 340 | 0.0% | 0.00% | +100.0% | |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $10,000 | +66.7% | 360 | +71.4% | 0.00% | +100.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $11,000 | +22.2% | 104 | +19.5% | 0.00% | 0.0% |
| ICLN | ISHARES TRgl clean ene etf | $13,000 | +44.4% | 685 | 0.0% | 0.00% | 0.0% | |
| MUNI | PIMCO ETF TRinter mun bd act | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IYR | New | ISHARES TRu.s. real es etf | $12,000 | – | 150 | +100.0% | 0.00% | – |
| ICF | ISHARES TRcohen steer reit | $8,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| IXN | ISHARES TRglobal tech etf | $13,000 | +8.3% | 50 | 0.0% | 0.00% | 0.0% | |
| IBDL | Sell | ISHARES TRibonds dec20 etf | $9,000 | -30.8% | 350 | -31.2% | 0.00% | -33.3% |
| IDHQ | New | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $8,000 | – | 300 | +100.0% | 0.00% | – |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $12,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| PSCD | INVESCO EXCH TRADED FD TR IIs&p smlcp disc | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| PID | INVESCO EXCHANGE TRADED FD Tintl divi achi | $8,000 | +14.3% | 615 | 0.0% | 0.00% | +100.0% | |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $10,000 | 0.0% | 450 | +28.6% | 0.00% | 0.0% |
| OIH | Sell | VANECK VECTORS ETF TRoil svcs etf | $11,000 | -38.9% | 117 | -19.9% | 0.00% | -50.0% |
| FINX | New | GLOBAL X FDSfintech etf | $11,000 | – | 282 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $8,000 | – | 100 | +100.0% | 0.00% | – |
| TFLO | ISHARES TRtrs flt rt bd | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $12,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MXI | ISHARES TRglobal mater etf | $11,000 | +10.0% | 154 | 0.0% | 0.00% | 0.0% | |
| GURU | New | GLOBAL X FDSglb x guru index | $8,000 | – | 203 | +100.0% | 0.00% | – |
| VIS | VANGUARD WORLD FDSindustrial etf | $10,000 | +11.1% | 69 | 0.0% | 0.00% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $13,000 | 0.0% | 212 | 0.0% | 0.00% | -33.3% | |
| SRET | New | GLOBAL X FDSreit etf | $13,000 | – | 1,613 | +100.0% | 0.00% | – |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $10,000 | +11.1% | 47 | 0.0% | 0.00% | 0.0% | |
| LDSF | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $8,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| AFLG | FIRST TR EXCHNG TRADED FD VIactv fctr lgcp | $10,000 | +11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| FID | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $8,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| FTRI | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $12,000 | 0.0% | 1,250 | 0.0% | 0.00% | 0.0% | |
| LGLV | SPDR SER TRssga us lrg etf | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $4,000 | +33.3% | 193 | 0.0% | 0.00% | 0.0% | |
| EZU | New | ISHARES INCmsci eurzone etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| RWR | SPDR SER TRdj reit etf | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DXGE | WISDOMTREE TRgermany hedeq fd | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $6,000 | -14.3% | 138 | 0.0% | 0.00% | 0.0% | |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $3,000 | 0.0% | 77 | +2.7% | 0.00% | 0.0% |
| DLN | WISDOMTREE TRus largecap divd | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES TRnorth amern nat | $3,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $4,000 | +33.3% | 120 | 0.0% | 0.00% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| FXU | FIRST TR EXCHANGE TRADED FDutilities alph | $4,000 | +33.3% | 135 | 0.0% | 0.00% | 0.0% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IGLB | ISHARES TR10+ yr invst grd | $6,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FXN | FIRST TR EXCHANGE TRADED FDenergy alphadx | $3,000 | -25.0% | 607 | 0.0% | 0.00% | 0.0% | |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $3,000 | 0.0% | 88 | -12.0% | 0.00% | 0.0% |
| INDA | ISHARES TRmsci india etf | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $4,000 | – | 71 | +100.0% | 0.00% | – |
| PBP | New | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $4,000 | – | 187 | +100.0% | 0.00% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $3,000 | – | 312 | +100.0% | 0.00% | – |
| PWC | New | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $7,000 | – | 74 | +100.0% | 0.00% | – |
| PXE | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $4,000 | -33.3% | 595 | 0.0% | 0.00% | 0.0% | |
| PXI | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $7,000 | -12.5% | 530 | 0.0% | 0.00% | -50.0% | |
| IWP | New | ISHARES TRrus md cp gr etf | $7,000 | – | 43 | +100.0% | 0.00% | – |
| LIT | GLOBAL X FDSlithium btry etf | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRnasdaq biotech | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
| EQAL | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| KBWD | New | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $4,000 | – | 295 | +100.0% | 0.00% | – |
| KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $4,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| PTF | Exit | INVESCO EXCHANGE TRADED FD Tdwa technology | $0 | – | -10 | -100.0% | 0.00% | – |
| IEUR | ISHARES TRcore msci euro | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| IPAC | ISHARES TRcore msci pac | $0 | – | 8 | 0.0% | 0.00% | – | |
| IWC | ISHARES TRmicro-cap etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| ITB | ISHARES TRus home cons etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| USIG | ISHARES TRusd inv grde etf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| IGF | ISHARES TRglb infrastr etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| HYS | PIMCO ETF TR0-5 high yield | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| CORP | PIMCO ETF TRinv grd crp bd | $0 | – | 2 | 0.0% | 0.00% | – | |
| MVV | PROSHARES TR | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| UWM | PROSHARES TR | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| IYF | ISHARES TRu.s. finls etf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| IYZ | ISHARES TR | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| IWN | New | ISHARES TRrus 2000 val etf | $2,000 | – | 16 | +100.0% | 0.00% | – |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $2,000 | -33.3% | 55 | -16.7% | 0.00% | -100.0% |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $2,000 | +100.0% | 45 | 0.0% | 0.00% | – | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| XNTK | SPDR SER TRnyse tech etf | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| BWX | SPDR SER TRblomberg intl tr | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| KBE | New | SPDR SER TRs&p bk etf | $2,000 | – | 62 | +100.0% | 0.00% | – |
| EPP | ISHARES INCmsci pac jp etf | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $1,000 | -66.7% | 28 | -76.3% | 0.00% | -100.0% |
| PSMG | Buy | INVESCO ACTIVELY MANAGED ETFgwt mlti asst | $2,000 | – | 157 | +1107.7% | 0.00% | – |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| SOCL | New | GLOBAL X FDSsocial med etf | $2,000 | – | 46 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FTXO | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $0 | -100.0% | 8 | -78.9% | 0.00% | – |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| QQXT | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| DON | WISDOMTREE TRus midcap divid | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| BMYRT | Sell | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $1,000 | -66.7% | 592 | -17.1% | 0.00% | -100.0% |
| RFV | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $0 | – | -20 | -100.0% | 0.00% | – |
| TMUSR | Exit | T-MOBILE US INCright 07/27/2020 | $0 | – | -3,028 | -100.0% | 0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -5 | -100.0% | 0.00% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -38 | -100.0% | 0.00% | – |
| SPXS | Exit | DIREXION SHS ETF TRdly s&p500 br 3x | $0 | – | -11 | -100.0% | 0.00% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -19 | -100.0% | 0.00% | – |
| Exit | TOP SHIPS INC | $0 | – | -10,000 | -100.0% | 0.00% | – | |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -34 | -100.0% | 0.00% | – |
| DNRCQ | Exit | DENBURY RES INC | $0 | – | -18,860 | -100.0% | -0.00% | – |
| COMT | Exit | ISHARES U S ETF TR | $0 | – | -937 | -100.0% | -0.00% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -187 | -100.0% | -0.00% | – |
| EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -160 | -100.0% | -0.01% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -400 | -100.0% | -0.01% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SOXS | Exit | DIREXION SHS ETF TRdly semicndtr br | $0 | – | -17,779 | -100.0% | -0.02% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -1,506 | -100.0% | -0.02% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -11,436 | -100.0% | -0.03% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -10,955 | -100.0% | -0.03% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -972 | -100.0% | -0.03% | – |
| VRCA | Exit | VERRICA PHARMACEUTICALS INC | $0 | – | -15,625 | -100.0% | -0.04% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -10,054 | -100.0% | -0.04% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,352 | -100.0% | -0.04% | – |
| SAH | Exit | SONIC AUTOMOTIVE INCcl a | $0 | – | -6,539 | -100.0% | -0.04% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -973 | -100.0% | -0.05% | – |
| VOYA | Exit | VOYA FINANCIAL INC | $0 | – | -5,200 | -100.0% | -0.05% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -6,103 | -100.0% | -0.05% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -2,050 | -100.0% | -0.05% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,863 | -100.0% | -0.05% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -4,413 | -100.0% | -0.05% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -2,475 | -100.0% | -0.06% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -6,330 | -100.0% | -0.06% | – |
| EOG | Exit | EOG RES INC | $0 | – | -7,150 | -100.0% | -0.07% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,142 | -100.0% | -0.07% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -3,529 | -100.0% | -0.08% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -4,883 | -100.0% | -0.10% | – |
| FAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us buffer | $0 | – | -110,575 | -100.0% | -0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 6.2% |
| APPLE INC | 28 | Q3 2023 | 3.7% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 28 | Q3 2023 | 1.8% |
| ISHARES TR | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC | 28 | Q3 2023 | 1.8% |
| DUKE ENERGY CORP NEW | 28 | Q3 2023 | 1.5% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 1.5% |
| LOWES COS INC | 28 | Q3 2023 | 2.1% |
| ISHARES TR | 28 | Q3 2023 | 2.5% |
View Capital Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-01 |
View Capital Investment Advisory Services, 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.