$711 Million is the total value of BerganKDV Wealth Management, LLC's 962 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $51,140,000 | +7.7% | 878,389 | +8.5% | 7.19% | -4.2% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $39,860,000 | +17.6% | 1,106,920 | +2.6% | 5.61% | +4.6% |
IBDM | Buy | ISHARES TRibonds dec21 etf | $32,543,000 | +7.0% | 1,306,429 | +7.6% | 4.58% | -4.8% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $30,313,000 | +11.9% | 214,725 | +2.0% | 4.26% | -0.5% |
AGG | Buy | ISHARES TRcore us aggbd et | $26,927,000 | +8.9% | 227,828 | +8.8% | 3.79% | -3.2% |
MBB | Buy | ISHARES TRmbs etf | $25,353,000 | +7.2% | 230,213 | +7.5% | 3.57% | -4.7% |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $24,382,000 | +14.4% | 399,182 | +3.4% | 3.43% | +1.7% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $22,250,000 | +28.4% | 250,000 | -1.4% | 3.13% | +14.2% |
IGIB | Buy | ISHARES TR | $19,972,000 | +8.7% | 323,229 | +7.0% | 2.81% | -3.3% |
IEFA | Buy | ISHARES TRcore msci eafe | $19,575,000 | +17.2% | 283,322 | +2.2% | 2.75% | +4.2% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $14,629,000 | +22.4% | 214,567 | -0.4% | 2.06% | +8.8% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $14,282,000 | +13.0% | 40,368 | -0.5% | 2.01% | +0.5% |
VOO | Buy | VANGUARD INDEX FDS | $12,632,000 | +21.4% | 36,755 | +8.7% | 1.78% | +8.0% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $11,379,000 | +32.8% | 171,918 | +0.5% | 1.60% | +18.1% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $10,808,000 | +4.8% | 182,693 | -1.5% | 1.52% | -6.8% |
IJR | Buy | ISHARES TRcore s&p scp etf | $9,769,000 | +34.4% | 106,303 | +2.7% | 1.37% | +19.5% |
UNH | Buy | UNITEDHEALTH GROUP INC | $8,410,000 | +14.6% | 23,982 | +1.8% | 1.18% | +1.9% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $7,805,000 | +18.9% | 185,119 | +3.1% | 1.10% | +5.7% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $7,368,000 | +6.1% | 57,380 | -4.8% | 1.04% | -5.6% |
MSFT | Buy | MICROSOFT CORP | $7,251,000 | +9.1% | 32,599 | +3.1% | 1.02% | -3.0% |
AAPL | Sell | APPLE INC | $6,975,000 | +12.9% | 52,565 | -1.4% | 0.98% | +0.4% |
CMI | Sell | CUMMINS INC | $6,185,000 | +6.4% | 27,235 | -1.1% | 0.87% | -5.4% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $6,181,000 | +25.7% | 29,893 | +7.1% | 0.87% | +11.7% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $6,139,000 | +17.1% | 51,605 | +2.9% | 0.86% | +4.2% |
RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $5,924,000 | +9.3% | 22,646 | -1.6% | 0.83% | -2.9% |
JNJ | Buy | JOHNSON & JOHNSON | $5,620,000 | +7.6% | 35,711 | +1.8% | 0.79% | -4.2% |
TGT | Buy | TARGET CORP | $5,441,000 | +15.4% | 30,821 | +2.9% | 0.76% | +2.5% |
BOND | Buy | PIMCO ETF TRactive bd etf | $5,384,000 | +2.9% | 47,598 | +2.3% | 0.76% | -8.6% |
AMZN | Buy | AMAZON COM INC | $5,061,000 | +8.5% | 1,554 | +4.9% | 0.71% | -3.5% |
TXN | Buy | TEXAS INSTRS INC | $4,915,000 | +17.5% | 29,945 | +2.2% | 0.69% | +4.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $4,783,000 | -1.9% | 81,414 | -0.6% | 0.67% | -12.7% |
MDT | Buy | MEDTRONIC PLC | $4,786,000 | +14.2% | 40,856 | +1.3% | 0.67% | +1.5% |
PG | Buy | PROCTER AND GAMBLE CO | $4,384,000 | +2.5% | 31,509 | +2.4% | 0.62% | -8.9% |
ABT | Buy | ABBOTT LABS | $4,342,000 | +0.6% | 39,661 | +0.0% | 0.61% | -10.5% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $4,314,000 | -0.6% | 77,000 | -0.5% | 0.61% | -11.5% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $4,152,000 | +10.3% | 69,743 | -3.3% | 0.58% | -2.0% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $4,003,000 | +3.4% | 77,768 | +3.8% | 0.56% | -8.0% |
CB | Buy | CHUBB LIMITED | $3,823,000 | +38.2% | 24,836 | +4.3% | 0.54% | +22.8% |
LOW | Buy | LOWES COS INC | $3,810,000 | -1.5% | 23,736 | +1.8% | 0.54% | -12.4% |
TT | Sell | TRANE TECHNOLOGIES PLC | $3,770,000 | +10.6% | 25,969 | -7.6% | 0.53% | -1.7% |
HON | Buy | HONEYWELL INTL INC | $3,638,000 | +32.4% | 17,106 | +2.5% | 0.51% | +17.7% |
INTC | Sell | INTEL CORP | $3,277,000 | -4.2% | 65,783 | -0.4% | 0.46% | -14.8% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $3,234,000 | +4.7% | 37,041 | +0.7% | 0.46% | -7.0% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,162,000 | +11.5% | 34,771 | -1.1% | 0.44% | -0.9% |
USB | Sell | US BANCORP DEL | $3,164,000 | +29.6% | 67,921 | -0.3% | 0.44% | +15.3% |
WMT | Sell | WALMART INC | $3,110,000 | -3.9% | 21,574 | -6.7% | 0.44% | -14.6% |
WFC | Sell | WELLS FARGO CO NEW | $3,106,000 | +23.1% | 102,911 | -4.1% | 0.44% | +9.5% |
PPG | Buy | PPG INDS INC | $3,096,000 | +20.9% | 21,469 | +2.3% | 0.44% | +7.7% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,028,000 | +34.5% | 17,184 | +6.5% | 0.43% | +19.7% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,909,000 | +9.9% | 7,750 | -1.6% | 0.41% | -2.4% |
SWK | Buy | STANLEY BLACK & DECKER INC | $2,884,000 | +13.2% | 16,150 | +2.9% | 0.41% | +0.7% |
DOV | Buy | DOVER CORP | $2,843,000 | +18.7% | 22,522 | +1.9% | 0.40% | +5.5% |
DFS | Buy | DISCOVER FINL SVCS | $2,831,000 | +60.9% | 31,274 | +2.7% | 0.40% | +43.2% |
AOS | Buy | SMITH A O CORP | $2,812,000 | +6.8% | 51,303 | +2.8% | 0.40% | -5.0% |
TRV | Sell | TRAVELERS COMPANIES INC | $2,794,000 | +29.7% | 19,904 | -0.0% | 0.39% | +15.2% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,635,000 | +6.4% | 41,089 | -8.3% | 0.37% | -5.4% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $2,565,000 | +18.3% | 51,700 | -4.0% | 0.36% | +5.2% |
MMM | Sell | 3M CO | $2,531,000 | +6.2% | 14,482 | -2.7% | 0.36% | -5.6% |
ETN | Sell | EATON CORP PLC | $2,444,000 | +12.6% | 20,347 | -4.4% | 0.34% | +0.3% |
EMR | Sell | EMERSON ELEC CO | $2,424,000 | +17.1% | 30,165 | -4.4% | 0.34% | +4.0% |
LMT | Sell | LOCKHEED MARTIN CORP | $2,408,000 | -7.5% | 6,784 | -0.1% | 0.34% | -17.7% |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $2,371,000 | +12.5% | 93,405 | +4.1% | 0.33% | 0.0% |
AVGO | Sell | BROADCOM INC | $2,372,000 | +14.3% | 5,418 | -4.9% | 0.33% | +1.8% |
PEP | Buy | PEPSICO INC | $2,369,000 | +9.1% | 15,973 | +2.0% | 0.33% | -2.9% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,346,000 | +2.9% | 28,170 | +1.0% | 0.33% | -8.6% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $2,342,000 | +1.0% | 25,225 | +1.7% | 0.33% | -10.4% |
BAC | Sell | BK OF AMERICA CORP | $2,299,000 | +22.4% | 75,838 | -2.7% | 0.32% | +8.8% |
AFL | Buy | AFLAC INC | $2,260,000 | +24.1% | 50,814 | +1.4% | 0.32% | +10.4% |
CSCO | Sell | CISCO SYS INC | $2,228,000 | +6.9% | 49,797 | -5.9% | 0.31% | -5.2% |
PFE | Buy | PFIZER INC | $2,198,000 | +2.1% | 59,701 | +1.8% | 0.31% | -9.1% |
CE | Buy | CELANESE CORP DEL | $2,131,000 | +24.0% | 16,397 | +2.5% | 0.30% | +10.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,042,000 | +3.2% | 8,807 | -5.2% | 0.29% | -8.3% |
XOM | Buy | EXXON MOBIL CORP | $2,032,000 | +25.2% | 49,296 | +4.3% | 0.29% | +11.3% |
BLK | Sell | BLACKROCK INC | $2,032,000 | +20.4% | 2,816 | -6.0% | 0.29% | +7.1% |
KO | Sell | COCA COLA CO | $1,957,000 | +3.6% | 35,690 | -6.7% | 0.28% | -8.0% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,954,000 | +1.7% | 32,550 | +1.6% | 0.28% | -9.5% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,892,000 | +1.4% | 8,231 | -18.2% | 0.27% | -9.8% |
GIS | Buy | GENERAL MLS INC | $1,836,000 | +197.1% | 31,218 | +211.4% | 0.26% | +163.3% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,827,000 | +1.6% | 19,952 | -1.8% | 0.26% | -9.8% |
SNA | Sell | SNAP ON INC | $1,815,000 | +13.3% | 10,604 | -2.6% | 0.26% | +0.8% |
CVS | Sell | CVS HEALTH CORP | $1,815,000 | +12.5% | 26,572 | -3.9% | 0.26% | 0.0% |
PPL | Sell | PPL CORP | $1,720,000 | -6.1% | 60,981 | -9.4% | 0.24% | -16.6% |
TSLA | Sell | TESLA INC | $1,705,000 | +63.8% | 2,416 | -0.4% | 0.24% | +45.5% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,686,000 | +20.5% | 962 | +1.1% | 0.24% | +7.2% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $1,663,000 | -2.4% | 19,252 | -2.3% | 0.23% | -13.3% |
DHS | Buy | WISDOMTREE TRus high dividend | $1,657,000 | +46.5% | 23,884 | +32.0% | 0.23% | +30.2% |
D | Sell | DOMINION ENERGY INC | $1,649,000 | -10.1% | 21,929 | -5.6% | 0.23% | -20.0% |
AMAT | Buy | APPLIED MATLS INC | $1,504,000 | +46.2% | 17,428 | +0.7% | 0.21% | +30.1% |
JPM | Sell | JPMORGAN CHASE & CO | $1,483,000 | +23.5% | 11,668 | -6.4% | 0.21% | +10.0% |
HAS | Sell | HASBRO INC | $1,458,000 | +10.7% | 15,585 | -2.1% | 0.20% | -1.4% |
CVX | Sell | CHEVRON CORP NEW | $1,399,000 | +16.0% | 16,570 | -1.0% | 0.20% | +3.1% |
BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $1,372,000 | +0.7% | 40,941 | +0.2% | 0.19% | -10.6% |
MPW | Sell | MEDICAL PPTYS TRUST INC | $1,363,000 | +20.5% | 62,549 | -2.5% | 0.19% | +7.3% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,349,000 | -0.1% | 13,225 | -0.1% | 0.19% | -11.2% |
O | Sell | REALTY INCOME CORP | $1,335,000 | +0.2% | 21,467 | -2.1% | 0.19% | -10.9% |
DIS | Buy | DISNEY WALT CO | $1,323,000 | +48.2% | 7,302 | +1.5% | 0.19% | +31.9% |
BKNG | Sell | BOOKING HOLDINGS INC | $1,307,000 | +29.9% | 587 | -0.2% | 0.18% | +15.7% |
ABBV | Buy | ABBVIE INC | $1,284,000 | +22.8% | 11,979 | +0.3% | 0.18% | +9.7% |
FLRN | Sell | SPDR SER TRblomberg brc inv | $1,241,000 | -6.8% | 40,578 | -6.8% | 0.18% | -17.1% |
IHF | Sell | ISHARES TRus hlthcr pr etf | $1,230,000 | +15.7% | 5,241 | -0.5% | 0.17% | +3.0% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $1,208,000 | +20.4% | 4,255 | -0.2% | 0.17% | +6.9% |
ABEV | Buy | AMBEV SAsponsored adr | $1,188,000 | +36.7% | 388,381 | +1.0% | 0.17% | +21.9% |
FISV | Buy | FISERV INC | $1,159,000 | +15.4% | 10,182 | +4.5% | 0.16% | +2.5% |
EA | Buy | ELECTRONIC ARTS INC | $1,130,000 | +10.2% | 7,870 | +0.1% | 0.16% | -1.9% |
IR | INGERSOLL RAND INC | $1,130,000 | +28.0% | 24,794 | 0.0% | 0.16% | +13.6% | |
EVV | Sell | EATON VANCE LTD DURATION INC | $1,096,000 | -8.3% | 87,435 | -17.2% | 0.15% | -18.5% |
COF | Buy | CAPITAL ONE FINL CORP | $1,089,000 | +37.5% | 11,020 | +0.0% | 0.15% | +22.4% |
PYPL | Sell | PAYPAL HLDGS INC | $1,038,000 | +18.8% | 4,433 | -0.1% | 0.15% | +5.8% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $982,000 | +20.9% | 38,389 | +21.2% | 0.14% | +7.8% |
VMW | Buy | VMWARE INC | $879,000 | -1.5% | 6,267 | +0.9% | 0.12% | -12.1% |
BA | Buy | BOEING CO | $876,000 | +29.8% | 4,090 | +0.2% | 0.12% | +15.0% |
FB | Buy | FACEBOOK INCcl a | $869,000 | +8.5% | 3,183 | +4.1% | 0.12% | -3.9% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $836,000 | +11.6% | 2,235 | -0.1% | 0.12% | -0.8% |
BLD | Buy | TOPBUILD CORP | $821,000 | +8.3% | 4,462 | +0.5% | 0.12% | -4.2% |
XEL | Sell | XCEL ENERGY INC | $797,000 | -12.1% | 11,954 | -9.1% | 0.11% | -22.2% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $789,000 | +26.6% | 30,042 | +26.5% | 0.11% | +12.1% |
T | Sell | AT&T INC | $784,000 | -0.3% | 27,262 | -1.1% | 0.11% | -11.3% |
YUM | Buy | YUM BRANDS INC | $784,000 | +19.0% | 7,226 | +0.1% | 0.11% | +5.8% |
MRK | Buy | MERCK & CO. INC | $778,000 | +3.2% | 9,508 | +4.6% | 0.11% | -8.4% |
HD | Buy | HOME DEPOT INC | $767,000 | -3.8% | 2,887 | +0.6% | 0.11% | -14.3% |
TRP | Buy | TC ENERGY CORP | $748,000 | -1.4% | 18,371 | +1.7% | 0.10% | -12.5% |
IDXX | Sell | IDEXX LABS INC | $730,000 | +16.8% | 1,460 | -8.2% | 0.10% | +4.0% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $723,000 | -4.1% | 5,439 | -3.6% | 0.10% | -14.3% |
UTG | Sell | REAVES UTIL INCOME FD | $725,000 | -2.2% | 22,109 | -6.6% | 0.10% | -12.8% |
REM | Sell | ISHARES TRmortge rel etf | $717,000 | -6.0% | 22,508 | -24.1% | 0.10% | -16.5% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $709,000 | +5353.8% | 2,999 | +6419.6% | 0.10% | +4900.0% |
SBUX | Buy | STARBUCKS CORP | $714,000 | +29.8% | 6,670 | +4.1% | 0.10% | +14.9% |
IDV | Sell | ISHARES TRintl sel div etf | $714,000 | -7.3% | 24,215 | -21.6% | 0.10% | -18.0% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $695,000 | +14.3% | 3,573 | +0.0% | 0.10% | +2.1% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $677,000 | +19.2% | 5,844 | +14.0% | 0.10% | +5.6% |
DHI | Sell | D R HORTON INC | $674,000 | -14.9% | 9,776 | -6.6% | 0.10% | -24.0% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $671,000 | +0.6% | 13,472 | +0.8% | 0.09% | -11.3% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $662,000 | +4.9% | 11,669 | +2.8% | 0.09% | -7.0% |
NKE | Sell | NIKE INCcl b | $662,000 | +10.5% | 4,678 | -2.0% | 0.09% | -2.1% |
HYLB | Buy | DBX ETF TRxtrack usd high | $661,000 | +19.7% | 13,198 | +15.1% | 0.09% | +6.9% |
GLD | Buy | SPDR GOLD TR | $655,000 | +32.3% | 3,674 | +31.5% | 0.09% | +17.9% |
OMCL | Buy | OMNICELL COM | $652,000 | +61.0% | 5,430 | +0.1% | 0.09% | +43.8% |
ROST | Buy | ROSS STORES INC | $650,000 | +32.9% | 5,289 | +1.0% | 0.09% | +18.2% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $649,000 | +0.5% | 5,152 | -2.9% | 0.09% | -10.8% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $632,000 | -28.1% | 8,841 | -42.1% | 0.09% | -36.0% |
AMGN | Buy | AMGEN INC | $633,000 | -8.1% | 2,754 | +1.6% | 0.09% | -18.3% |
TSCO | Buy | TRACTOR SUPPLY CO | $633,000 | -1.4% | 4,501 | +0.5% | 0.09% | -12.7% |
PFF | Sell | ISHARES TRpfd and incm sec | $628,000 | +0.3% | 16,316 | -5.0% | 0.09% | -11.1% |
GNTX | Buy | GENTEX CORP | $618,000 | +32.6% | 18,202 | +0.5% | 0.09% | +17.6% |
DHR | Buy | DANAHER CORPORATION | $610,000 | +5.2% | 2,745 | +2.0% | 0.09% | -6.5% |
CMCSA | Buy | COMCAST CORP NEWcl a | $601,000 | +19.5% | 11,477 | +5.6% | 0.08% | +6.2% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $598,000 | +13.3% | 1,905 | +0.3% | 0.08% | 0.0% |
AZO | Sell | AUTOZONE INC | $588,000 | -1.0% | 496 | -1.6% | 0.08% | -11.7% |
LH | Buy | LABORATORY CORP AMER HLDGS | $583,000 | +9.2% | 2,866 | +1.0% | 0.08% | -2.4% |
CI | Buy | CIGNA CORP NEW | $574,000 | +24.5% | 2,759 | +1.3% | 0.08% | +11.0% |
COO | Buy | COOPER COS INC | $571,000 | +9.0% | 1,572 | +1.2% | 0.08% | -3.6% |
UFPI | Sell | UFP INDUSTRIES INC | $563,000 | -3.3% | 10,133 | -1.6% | 0.08% | -14.1% |
DE | Buy | DEERE & CO | $562,000 | +40.5% | 2,090 | +15.7% | 0.08% | +25.4% |
AX | Sell | AXOS FINANCIAL INC | $527,000 | +60.7% | 14,049 | -0.3% | 0.07% | +42.3% |
UNP | Buy | UNION PAC CORP | $521,000 | +6.3% | 2,504 | +0.6% | 0.07% | -6.4% |
NEE | Buy | NEXTERA ENERGY INC | $510,000 | +14.6% | 6,615 | +312.4% | 0.07% | +2.9% |
PSX | Buy | PHILLIPS 66 | $506,000 | +37.5% | 7,240 | +2.0% | 0.07% | +22.4% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $508,000 | +6.7% | 1,423 | +1.1% | 0.07% | -5.3% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $498,000 | +11.2% | 3,747 | +0.6% | 0.07% | -1.4% |
CBRE | Sell | CBRE GROUP INCcl a | $497,000 | +31.8% | 7,919 | -1.3% | 0.07% | +16.7% |
MCD | Buy | MCDONALDS CORP | $499,000 | +3.7% | 2,325 | +6.2% | 0.07% | -7.9% |
IAU | Buy | GOLD TRUSTishares | $489,000 | +12.4% | 26,977 | +11.7% | 0.07% | 0.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $493,000 | +11.3% | 985 | +9.0% | 0.07% | -1.4% |
CERN | Buy | CERNER CORP | $480,000 | +9.6% | 6,119 | +1.0% | 0.07% | -1.4% |
MGRC | Sell | MCGRATH RENTCORP | $480,000 | +11.9% | 7,158 | -0.5% | 0.07% | 0.0% |
V | Buy | VISA INC | $470,000 | +27.0% | 2,147 | +15.9% | 0.07% | +11.9% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $467,000 | +30.8% | 17,582 | +30.2% | 0.07% | +17.9% |
CYRX | CRYOPORT INC | $461,000 | -7.4% | 10,500 | 0.0% | 0.06% | -17.7% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $458,000 | +10.1% | 7,180 | +298.9% | 0.06% | -3.0% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $433,000 | -10.0% | 13,150 | -25.0% | 0.06% | -19.7% |
HSY | Buy | HERSHEY CO | $434,000 | +9.3% | 2,849 | +2.9% | 0.06% | -3.2% |
ULTA | Sell | ULTA BEAUTY INC | $433,000 | +26.6% | 1,508 | -1.2% | 0.06% | +13.0% |
ALLE | Sell | ALLEGION PLC | $417,000 | +17.5% | 3,586 | -0.2% | 0.06% | +5.4% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $413,000 | +14.7% | 15,096 | +13.8% | 0.06% | +1.8% |
YUMC | YUM CHINA HLDGS INC | $412,000 | +7.9% | 7,212 | 0.0% | 0.06% | -3.3% | |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $405,000 | +6.6% | 14,950 | +4.9% | 0.06% | -5.0% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $408,000 | +6.2% | 2,161 | -4.3% | 0.06% | -6.6% |
PRFT | Buy | PERFICIENT INC | $405,000 | +12.8% | 8,498 | +1.3% | 0.06% | 0.0% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $399,000 | +4.5% | 2,887 | +1.8% | 0.06% | -6.7% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | +8.8% | 1 | 0.0% | 0.05% | -3.9% | |
KMB | Buy | KIMBERLY-CLARK CORP | $340,000 | -8.4% | 2,519 | +0.3% | 0.05% | -18.6% |
SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $336,000 | +0.6% | 6,521 | +0.2% | 0.05% | -11.3% |
MSB | MESABI TRctf ben int | $336,000 | +31.2% | 12,000 | 0.0% | 0.05% | +14.6% | |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $337,000 | +25.3% | 1,332 | +12.7% | 0.05% | +9.3% |
FAST | FASTENAL CO | $327,000 | +8.3% | 6,692 | 0.0% | 0.05% | -4.2% | |
LLY | Buy | LILLY ELI & CO | $317,000 | +14.9% | 1,880 | +0.9% | 0.04% | +2.3% |
IWM | ISHARES TRrussell 2000 etf | $315,000 | +31.2% | 1,605 | 0.0% | 0.04% | +15.8% | |
IWR | ISHARES TRrus mid cap etf | $312,000 | +19.5% | 4,549 | 0.0% | 0.04% | +7.3% | |
MERC | MERCER INTL INC | $316,000 | +55.7% | 30,832 | 0.0% | 0.04% | +37.5% | |
HYMB | Buy | SPDR SER TRnuveen bbg brcly | $309,000 | +5.8% | 5,241 | +2.1% | 0.04% | -6.5% |
CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $291,000 | +78.5% | 10,535 | +55.8% | 0.04% | +57.7% |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $287,000 | +29.9% | 9,816 | +9.1% | 0.04% | +14.3% |
COST | Buy | COSTCO WHSL CORP NEW | $287,000 | +11.7% | 762 | +5.2% | 0.04% | -2.4% |
FDX | Buy | FEDEX CORP | $275,000 | +8.3% | 1,060 | +5.1% | 0.04% | -2.5% |
WHR | WHIRLPOOL CORP | $275,000 | -1.8% | 1,524 | 0.0% | 0.04% | -11.4% | |
PRU | Buy | PRUDENTIAL FINL INC | $278,000 | +23.6% | 3,560 | +0.5% | 0.04% | +8.3% |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $277,000 | +14.9% | 3,125 | 0.0% | 0.04% | +2.6% | |
DSI | Buy | ISHARES TRmsci kld400 soc | $273,000 | +11.9% | 3,813 | +99.9% | 0.04% | -2.6% |
PPT | Sell | PUTNAM PREMIER INCOME TRsh ben int | $264,000 | -10.8% | 56,730 | -14.8% | 0.04% | -21.3% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $263,000 | +30.2% | 150 | +8.7% | 0.04% | +15.6% |
MUNI | PIMCO ETF TRinter mun bd act | $256,000 | +0.8% | 4,517 | 0.0% | 0.04% | -10.0% | |
NFJ | Sell | ALLIANZGI DIVIDEND INT & PRM | $258,000 | -6.9% | 19,191 | -18.2% | 0.04% | -18.2% |
EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $259,000 | -4.8% | 29,521 | -20.3% | 0.04% | -16.3% |
DRI | Sell | DARDEN RESTAURANTS INC | $246,000 | +12.8% | 2,062 | -4.8% | 0.04% | +2.9% |
NFLX | Buy | NETFLIX INC | $240,000 | +8.6% | 443 | +0.5% | 0.03% | -2.9% |
FIBK | FIRST INTST BANCSYSTEM INC | $245,000 | +28.3% | 6,000 | 0.0% | 0.03% | +13.3% | |
EFA | Buy | ISHARES TRmsci eafe etf | $240,000 | +23.1% | 3,296 | +7.5% | 0.03% | +9.7% |
SDOG | Sell | ALPS ETF TRsectr div dogs | $244,000 | -44.2% | 5,469 | -52.7% | 0.03% | -50.7% |
SUSA | New | ISHARES TRmsci usa esg slc | $226,000 | – | 2,740 | +100.0% | 0.03% | – |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $225,000 | +13.1% | 6,031 | 0.0% | 0.03% | +3.2% | |
ORCL | Sell | ORACLE CORP | $231,000 | +2.2% | 3,577 | -5.6% | 0.03% | -11.1% |
MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $229,000 | +27.2% | 3,297 | +5.0% | 0.03% | +14.3% |
ADI | ANALOG DEVICES INC | $219,000 | +26.6% | 1,483 | 0.0% | 0.03% | +14.8% | |
AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVD | $223,000 | -9.0% | 25,239 | -18.2% | 0.03% | -20.5% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $222,000 | +18.1% | 1,046 | 0.0% | 0.03% | +3.3% | |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $215,000 | +15.6% | 4,551 | +0.0% | 0.03% | +3.4% |
AXON | Sell | AXON ENTERPRISE INC | $208,000 | +14.9% | 1,700 | -15.0% | 0.03% | 0.0% |
IDOG | ALPS ETF TRintl sec dv dog | $203,000 | +20.8% | 7,809 | 0.0% | 0.03% | +7.4% | |
NVDA | Sell | NVIDIA CORPORATION | $201,000 | -5.6% | 385 | -2.0% | 0.03% | -17.6% |
FANG | Sell | DIAMONDBACK ENERGY INC | $194,000 | +47.0% | 4,018 | -8.0% | 0.03% | +28.6% |
GE | Sell | GENERAL ELECTRIC CO | $191,000 | +67.5% | 17,649 | -3.8% | 0.03% | +50.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $191,000 | +92.9% | 1,381 | +43.6% | 0.03% | +68.8% |
SDG | ISHARES TRmsci global imp | $190,000 | +15.9% | 2,032 | 0.0% | 0.03% | +3.8% | |
OGE | Sell | OGE ENERGY CORP | $193,000 | +5.5% | 6,051 | -0.9% | 0.03% | -6.9% |
LNT | ALLIANT ENERGY CORP | $185,000 | -0.5% | 3,592 | 0.0% | 0.03% | -10.3% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $186,000 | +24.0% | 444 | 0.0% | 0.03% | +8.3% | |
MAS | Sell | MASCO CORP | $183,000 | -0.5% | 3,325 | -0.5% | 0.03% | -10.3% |
MLHR | MILLER HERMAN INC | $180,000 | +11.8% | 5,325 | 0.0% | 0.02% | 0.0% | |
COMT | ISHARES U S ETF TR | $180,000 | +6.5% | 6,760 | 0.0% | 0.02% | -7.4% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $180,000 | +25.9% | 2,894 | +22.1% | 0.02% | +8.7% |
ISRG | Buy | INTUITIVE SURGICAL INC | $175,000 | +30.6% | 214 | +13.2% | 0.02% | +19.0% |
XLB | SELECT SECTOR SPDR TRsbi materials | $181,000 | +13.8% | 2,500 | 0.0% | 0.02% | 0.0% | |
WSM | Sell | WILLIAMS SONOMA INC | $177,000 | -91.5% | 1,738 | -92.4% | 0.02% | -92.4% |
ES | EVERSOURCE ENERGY | $177,000 | +3.5% | 2,049 | 0.0% | 0.02% | -7.4% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $174,000 | +15.2% | 1,068 | 0.0% | 0.02% | 0.0% | |
TSN | Buy | TYSON FOODS INCcl a | $166,000 | +9.9% | 2,583 | +1.7% | 0.02% | -4.2% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $163,000 | +41.7% | 3,164 | +20.9% | 0.02% | +27.8% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $161,000 | +9.5% | 1,000 | 0.0% | 0.02% | 0.0% | |
PLUG | Sell | PLUG POWER INC | $163,000 | -74.0% | 4,800 | -89.7% | 0.02% | -76.8% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $155,000 | +21.1% | 2,147 | +299.8% | 0.02% | +10.0% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $155,000 | +7.6% | 1,128 | +1.0% | 0.02% | -4.3% |
MS | Buy | MORGAN STANLEY | $155,000 | +53.5% | 2,257 | +8.0% | 0.02% | +37.5% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $147,000 | +24.6% | 7,485 | +0.1% | 0.02% | +10.5% |
NUBD | NUSHARES ETF TRnuveen esg us | $152,000 | -0.7% | 5,668 | 0.0% | 0.02% | -12.5% | |
INTU | Buy | INTUIT | $146,000 | +33.9% | 384 | +15.3% | 0.02% | +23.5% |
CSX | Buy | CSX CORP | $139,000 | +17.8% | 1,529 | +1.0% | 0.02% | +5.3% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $142,000 | +54.3% | 1,554 | +37.4% | 0.02% | +33.3% |
SO | Buy | SOUTHERN CO | $142,000 | +12.7% | 2,317 | +0.1% | 0.02% | 0.0% |
CIEN | CIENA CORP | $144,000 | +33.3% | 2,724 | 0.0% | 0.02% | +17.6% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $142,000 | +27.9% | 1,000 | 0.0% | 0.02% | +11.1% | |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $133,000 | +7.3% | 867 | +1.5% | 0.02% | -5.0% |
QAI | Buy | INDEXIQ ETF TRhedge mlti etf | $134,000 | +9.8% | 4,204 | +6.9% | 0.02% | 0.0% |
VNQ | VANGUARD INDEX FDSreal estate etf | $132,000 | +7.3% | 1,553 | 0.0% | 0.02% | 0.0% | |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $132,000 | +43.5% | 1,358 | +41.0% | 0.02% | +26.7% |
NTES | Buy | NETEASE INCsponsored ads | $138,000 | +5.3% | 1,440 | +400.0% | 0.02% | -9.5% |
EAGG | ISHARES TResg awr us agrgt | $130,000 | 0.0% | 2,306 | 0.0% | 0.02% | -14.3% | |
BSX | Sell | BOSTON SCIENTIFIC CORP | $127,000 | -7.3% | 3,546 | -1.1% | 0.02% | -18.2% |
AXGN | AXOGEN INC | $126,000 | +53.7% | 7,062 | 0.0% | 0.02% | +38.5% | |
OHI | Sell | OMEGA HEALTHCARE INVS INC | $130,000 | +20.4% | 3,566 | -1.2% | 0.02% | +5.9% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $121,000 | +24.7% | 2,840 | 0.0% | 0.02% | +13.3% | |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $123,000 | +39.8% | 2,103 | +20.0% | 0.02% | +21.4% |
SDY | SPDR SER TRs&p divid etf | $118,000 | +14.6% | 1,113 | 0.0% | 0.02% | +6.2% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $123,000 | +48.2% | 672 | +0.3% | 0.02% | +30.8% |
ADSK | Buy | AUTODESK INC | $111,000 | +50.0% | 363 | +13.1% | 0.02% | +33.3% |
MMC | Buy | MARSH & MCLENNAN COS INC | $111,000 | +54.2% | 947 | +51.0% | 0.02% | +45.5% |
XYL | Buy | XYLEM INC | $112,000 | +28.7% | 1,103 | +6.7% | 0.02% | +14.3% |
IVE | Sell | ISHARES TRs&p 500 val etf | $116,000 | +12.6% | 906 | -1.3% | 0.02% | 0.0% |
ALL | Buy | ALLSTATE CORP | $107,000 | +20.2% | 976 | +3.4% | 0.02% | +7.1% |
IEMG | Buy | ISHARES INCcore msci emkt | $106,000 | +17.8% | 1,701 | +0.3% | 0.02% | +7.1% |
CL | Buy | COLGATE PALMOLIVE CO | $107,000 | +62.1% | 1,254 | +47.4% | 0.02% | +50.0% |
WEC | Sell | WEC ENERGY GROUP INC | $107,000 | -5.3% | 1,161 | -0.3% | 0.02% | -16.7% |
AEE | Buy | AMEREN CORP | $109,000 | +0.9% | 1,398 | +2.0% | 0.02% | -11.8% |
IBDS | ISHARES TRibonds 27 etf | $101,000 | +1.0% | 3,673 | 0.0% | 0.01% | -12.5% | |
TTC | TORO CO | $98,000 | +14.0% | 1,029 | 0.0% | 0.01% | 0.0% | |
VLRS | CONTROLADORA VUELA COMP DE Aspon adr rp 10 | $96,000 | +71.4% | 7,700 | 0.0% | 0.01% | +55.6% | |
IDA | IDACORP INC | $100,000 | +20.5% | 1,037 | 0.0% | 0.01% | +7.7% | |
ZTS | Buy | ZOETIS INCcl a | $100,000 | +23.5% | 603 | +23.1% | 0.01% | +7.7% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $100,000 | -12.3% | 3,253 | -23.7% | 0.01% | -22.2% |
AXP | Buy | AMERICAN EXPRESS CO | $99,000 | +20.7% | 821 | +0.1% | 0.01% | +7.7% |
QCOM | Buy | QUALCOMM INC | $100,000 | +614.3% | 657 | +447.5% | 0.01% | +600.0% |
ARCC | ARES CAPITAL CORP | $97,000 | +21.2% | 5,732 | 0.0% | 0.01% | +7.7% | |
MCO | MOODYS CORP | $102,000 | +1.0% | 350 | 0.0% | 0.01% | -12.5% | |
WM | WASTE MGMT INC DEL | $90,000 | +3.4% | 765 | 0.0% | 0.01% | -7.1% | |
MDU | MDU RES GROUP INC | $90,000 | +16.9% | 3,404 | 0.0% | 0.01% | +8.3% | |
AFG | Sell | AMERICAN FINL GROUP INC OHIO | $93,000 | +31.0% | 1,059 | -0.6% | 0.01% | +18.2% |
RA | BROOKFIELD REAL ASSETS INCOM | $89,000 | +7.2% | 5,000 | 0.0% | 0.01% | 0.0% | |
PEAK | Sell | HEALTHPEAK PROPERTIES INC | $95,000 | +11.8% | 3,129 | -0.1% | 0.01% | 0.0% |
PM | Sell | PHILIP MORRIS INTL INC | $86,000 | +10.3% | 1,034 | -0.4% | 0.01% | 0.0% |
KR | Buy | KROGER CO | $86,000 | -5.5% | 2,721 | +1.4% | 0.01% | -14.3% |
CHD | CHURCH & DWIGHT INC | $83,000 | -6.7% | 954 | 0.0% | 0.01% | -14.3% | |
APHA | APHRIA INC | $83,000 | +56.6% | 11,950 | 0.0% | 0.01% | +50.0% | |
VTRS | New | VIATRIS INC | $84,000 | – | 4,470 | +100.0% | 0.01% | – |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $85,000 | +6.2% | 650 | -5.0% | 0.01% | -7.7% |
IBDR | Buy | ISHARES TRibonds dec2026 | $87,000 | +24.3% | 3,218 | +22.9% | 0.01% | +9.1% |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $83,000 | +15.3% | 12,000 | 0.0% | 0.01% | +9.1% | |
EHC | ENCOMPASS HEALTH CORP | $83,000 | +27.7% | 1,000 | 0.0% | 0.01% | +20.0% | |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $82,000 | +20.6% | 1,002 | +2.1% | 0.01% | +9.1% |
FTV | Buy | FORTIVE CORP | $87,000 | +1.2% | 1,231 | +8.7% | 0.01% | -14.3% |
ITW | Buy | ILLINOIS TOOL WKS INC | $88,000 | +252.0% | 433 | +230.5% | 0.01% | +200.0% |
SAP | Buy | SAP SEspon adr | $76,000 | -13.6% | 580 | +3.2% | 0.01% | -21.4% |
AJG | GALLAGHER ARTHUR J & CO | $76,000 | +16.9% | 618 | 0.0% | 0.01% | +10.0% | |
SQ | Buy | SQUARE INCcl a | $80,000 | +700.0% | 369 | +495.2% | 0.01% | +450.0% |
AMP | Buy | AMERIPRISE FINL INC | $81,000 | +32.8% | 415 | +5.6% | 0.01% | +10.0% |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $76,000 | +22.6% | 4,613 | 0.0% | 0.01% | +10.0% | |
USMV | ISHARES TRmsci usa min vol | $77,000 | +5.5% | 1,141 | 0.0% | 0.01% | -8.3% | |
MDLZ | Buy | MONDELEZ INTL INCcl a | $76,000 | +4.1% | 1,293 | +1.4% | 0.01% | -8.3% |
HSIC | HENRY SCHEIN INC | $78,000 | +13.0% | 1,174 | 0.0% | 0.01% | 0.0% | |
ILMN | Sell | ILLUMINA INC | $79,000 | +17.9% | 213 | -1.8% | 0.01% | 0.0% |
GTY | GETTY RLTY CORP NEW | $78,000 | +5.4% | 2,850 | 0.0% | 0.01% | -8.3% | |
CDXS | CODEXIS INC | $76,000 | +85.4% | 3,500 | 0.0% | 0.01% | +83.3% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $68,000 | +30.8% | 884 | 0.0% | 0.01% | +25.0% | |
CAT | Buy | CATERPILLAR INC | $72,000 | +26.3% | 396 | +3.4% | 0.01% | +11.1% |
MCK | MCKESSON CORP | $71,000 | +16.4% | 407 | 0.0% | 0.01% | 0.0% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $68,000 | +223.8% | 294 | +320.0% | 0.01% | +233.3% |
CRM | Buy | SALESFORCE COM INC | $71,000 | +195.8% | 318 | +227.8% | 0.01% | +150.0% |
MO | Buy | ALTRIA GROUP INC | $70,000 | +9.4% | 1,710 | +3.6% | 0.01% | 0.0% |
VFH | VANGUARD WORLD FDSfinancials etf | $68,000 | +23.6% | 933 | 0.0% | 0.01% | +11.1% | |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $74,000 | +42.3% | 3,365 | +39.9% | 0.01% | +25.0% |
TFC | Buy | TRUIST FINL CORP | $68,000 | +30.8% | 1,410 | +4.1% | 0.01% | +25.0% |
GD | Buy | GENERAL DYNAMICS CORP | $70,000 | +9.4% | 472 | +1.9% | 0.01% | 0.0% |
BP | Sell | BP PLCsponsored adr | $67,000 | -9.5% | 3,243 | -23.2% | 0.01% | -25.0% |
NVS | Sell | NOVARTIS AGsponsored adr | $65,000 | -87.1% | 692 | -88.0% | 0.01% | -88.8% |
PLD | Sell | PROLOGIS INC. | $63,000 | -1.6% | 629 | -0.8% | 0.01% | -10.0% |
ROM | Buy | PROSHARES TR | $64,000 | +42.2% | 897 | +12.5% | 0.01% | +28.6% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $61,000 | +7.0% | 1,053 | +1.2% | 0.01% | 0.0% |
CMA | Sell | COMERICA INC | $65,000 | +30.0% | 1,158 | -11.7% | 0.01% | +12.5% |
DEO | Sell | DIAGEO PLCspon adr new | $66,000 | +3.1% | 413 | -11.4% | 0.01% | -10.0% |
THO | Buy | THOR INDS INC | $61,000 | 0.0% | 655 | +1.6% | 0.01% | -10.0% |
GPC | GENUINE PARTS CO | $65,000 | +4.8% | 650 | 0.0% | 0.01% | -10.0% | |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $63,000 | +34.0% | 576 | -0.9% | 0.01% | +28.6% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $61,000 | +45.2% | 1,205 | +32.4% | 0.01% | +28.6% |
ILCB | ISHARES TRmrngstr lg-cp et | $66,000 | +10.0% | 306 | 0.0% | 0.01% | 0.0% | |
MUB | New | ISHARES TRnational mun etf | $62,000 | – | 533 | +100.0% | 0.01% | – |
PNC | Buy | PNC FINL SVCS GROUP INC | $58,000 | +41.5% | 392 | +4.3% | 0.01% | +33.3% |
LULU | Buy | LULULEMON ATHLETICA INC | $57,000 | +307.1% | 164 | +300.0% | 0.01% | +300.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $55,000 | +66.7% | 119 | +60.8% | 0.01% | +60.0% |
VB | VANGUARD INDEX FDSsmall cp etf | $54,000 | +28.6% | 275 | 0.0% | 0.01% | +14.3% | |
IIVI | Buy | II-VI INC | $57,000 | +5600.0% | 745 | +2880.0% | 0.01% | – |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $57,000 | +39.0% | 432 | -1.4% | 0.01% | +33.3% |
BDX | Sell | BECTON DICKINSON & CO | $56,000 | +3.7% | 225 | -3.0% | 0.01% | -11.1% |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $59,000 | +22.9% | 2,000 | 0.0% | 0.01% | 0.0% | |
HSBC | HSBC HLDGS PLCspon adr new | $57,000 | +32.6% | 2,211 | 0.0% | 0.01% | +14.3% | |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $57,000 | +1.8% | 1,551 | +3.4% | 0.01% | -11.1% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $55,000 | +139.1% | 1,096 | +104.5% | 0.01% | +100.0% |
SPSB | SPDR SER TRportfolio short | $50,000 | 0.0% | 1,598 | 0.0% | 0.01% | -12.5% | |
MU | Buy | MICRON TECHNOLOGY INC | $51,000 | +325.0% | 674 | +157.3% | 0.01% | +250.0% |
NNN | Buy | NATIONAL RETAIL PROPERTIES I | $52,000 | +18.2% | 1,272 | +0.2% | 0.01% | 0.0% |
SGEN | New | SEAGEN INC | $48,000 | – | 275 | +100.0% | 0.01% | – |
IBB | Buy | ISHARES TRnasdaq biotech | $48,000 | +242.9% | 315 | +215.0% | 0.01% | +250.0% |
ALB | New | ALBEMARLE CORP | $47,000 | – | 317 | +100.0% | 0.01% | – |
CME | Sell | CME GROUP INC | $49,000 | +4.3% | 271 | -3.9% | 0.01% | 0.0% |
C | Sell | CITIGROUP INC | $50,000 | -15.3% | 810 | -40.4% | 0.01% | -22.2% |
AVY | Buy | AVERY DENNISON CORP | $51,000 | +2450.0% | 327 | +1716.7% | 0.01% | – |
CNP | CENTERPOINT ENERGY INC | $53,000 | +12.8% | 2,437 | 0.0% | 0.01% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $52,000 | +15.6% | 440 | 0.0% | 0.01% | 0.0% | |
COP | Buy | CONOCOPHILLIPS | $51,000 | +24.4% | 1,277 | +1.1% | 0.01% | +16.7% |
Y | ALLEGHANY CORP DEL | $52,000 | +15.6% | 86 | 0.0% | 0.01% | 0.0% | |
FSM | Buy | FORTUNA SILVER MINES INC | $49,000 | +133.3% | 6,000 | +81.8% | 0.01% | +133.3% |
TMUS | T-MOBILE US INC | $45,000 | +18.4% | 336 | 0.0% | 0.01% | 0.0% | |
FNV | Sell | FRANCO NEV CORP | $40,000 | -28.6% | 320 | -20.0% | 0.01% | -33.3% |
UPS | UNITED PARCEL SERVICE INCcl b | $46,000 | +2.2% | 272 | 0.0% | 0.01% | -14.3% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $44,000 | +22.2% | 166 | 0.0% | 0.01% | 0.0% | |
RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $40,000 | – | 330 | +100.0% | 0.01% | – |
SAND | SANDSTORM GOLD LTD | $43,000 | -15.7% | 6,000 | 0.0% | 0.01% | -25.0% | |
MAG | Buy | MAG SILVER CORP | $46,000 | +91.7% | 2,250 | +50.0% | 0.01% | +50.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $44,000 | +175.0% | 383 | +135.0% | 0.01% | +100.0% |
WPM | WHEATON PRECIOUS METALS CORP | $42,000 | -14.3% | 1,000 | 0.0% | 0.01% | -25.0% | |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $41,000 | +28.1% | 477 | +99.6% | 0.01% | +20.0% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $43,000 | +95.5% | 472 | +50.3% | 0.01% | +100.0% |
QLTA | ISHARES TRa rate cp bd etf | $40,000 | 0.0% | 685 | 0.0% | 0.01% | 0.0% | |
CII | New | BLACKROCK ENHANCD CAP & INM | $41,000 | – | 2,367 | +100.0% | 0.01% | – |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $41,000 | +272.7% | 265 | +219.3% | 0.01% | +200.0% |
OTTR | OTTER TAIL CORP | $43,000 | +19.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $46,000 | – | 1,089 | +100.0% | 0.01% | – |
SUSL | New | ISHARES TResg msci leadr | $42,000 | – | 640 | +100.0% | 0.01% | – |
FIS | Buy | FIDELITY NATL INFORMATION SV | $44,000 | 0.0% | 312 | +4.7% | 0.01% | -14.3% |
SYK | Buy | STRYKER CORPORATION | $44,000 | +528.6% | 180 | +480.6% | 0.01% | +500.0% |
FFIV | New | F5 NETWORKS INC | $46,000 | – | 262 | +100.0% | 0.01% | – |
KLAC | New | KLA CORP | $41,000 | – | 157 | +100.0% | 0.01% | – |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $42,000 | -19.2% | 2,742 | -23.0% | 0.01% | -25.0% |
ITT | Buy | ITT INC | $41,000 | +36.7% | 528 | +5.6% | 0.01% | +20.0% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $45,000 | +18.4% | 802 | +14.2% | 0.01% | 0.0% |
AVA | AVISTA CORP | $40,000 | +17.6% | 1,000 | 0.0% | 0.01% | +20.0% | |
SILV | Buy | SILVERCREST METALS INC | $38,000 | +90.0% | 3,400 | +41.7% | 0.01% | +66.7% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $39,000 | -17.0% | 220 | -26.7% | 0.01% | -28.6% |
ALE | Sell | ALLETE INC | $34,000 | +9.7% | 543 | -8.9% | 0.01% | 0.0% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $33,000 | +6.5% | 661 | +15.2% | 0.01% | 0.0% |
CRI | Sell | CARTERS INC | $32,000 | +6.7% | 339 | -1.5% | 0.01% | 0.0% |
ESGE | ISHARES INCesg awr msci em | $36,000 | +16.1% | 862 | 0.0% | 0.01% | 0.0% | |
APD | Buy | AIR PRODS & CHEMS INC | $32,000 | +1500.0% | 116 | +1833.3% | 0.01% | – |
MCI | Sell | BARINGS CORPORATE INVS | $37,000 | -78.0% | 2,784 | -79.3% | 0.01% | -81.5% |
AG | New | FIRST MAJESTIC SILVER CORP | $35,000 | – | 2,595 | +100.0% | 0.01% | – |
SPLK | Buy | SPLUNK INC | $37,000 | +1750.0% | 220 | +2100.0% | 0.01% | – |
TRMB | Buy | TRIMBLE INC | $36,000 | +50.0% | 540 | +11.1% | 0.01% | +25.0% |
ORLY | OREILLY AUTOMOTIVE INC | $36,000 | 0.0% | 79 | 0.0% | 0.01% | -16.7% | |
EQIX | Buy | EQUINIX INC | $35,000 | +600.0% | 49 | +600.0% | 0.01% | +400.0% |
BAX | Sell | BAXTER INTL INC | $33,000 | -2.9% | 413 | -2.8% | 0.01% | 0.0% |
NVO | NOVO-NORDISK A Sadr | $35,000 | 0.0% | 500 | 0.0% | 0.01% | -16.7% | |
EIX | EDISON INTL | $37,000 | +23.3% | 594 | 0.0% | 0.01% | 0.0% | |
SH | Sell | PROSHARES TRshort s&p 500 ne | $37,000 | -46.4% | 2,055 | -39.7% | 0.01% | -54.5% |
GILD | Sell | GILEAD SCIENCES INC | $39,000 | -49.4% | 668 | -45.0% | 0.01% | -58.3% |
BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $36,000 | +227.3% | 1,711 | +243.6% | 0.01% | +150.0% |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $35,000 | – | 556 | +100.0% | 0.01% | – |
ANET | New | ARISTA NETWORKS INC | $36,000 | – | 125 | +100.0% | 0.01% | – |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $32,000 | 0.0% | 200 | +5.3% | 0.01% | 0.0% |
DD | Sell | DUPONT DE NEMOURS INC | $31,000 | -18.4% | 440 | -35.9% | 0.00% | -33.3% |
EFIV | SPDR SER TRs&p 500 esg etf | $26,000 | +8.3% | 747 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $28,000 | +33.3% | 1,124 | 0.0% | 0.00% | +33.3% | |
TBF | Buy | PROSHARES TRshrt 20+yr tre | $25,000 | +13.6% | 1,560 | +8.3% | 0.00% | +33.3% |
AMT | Sell | AMERICAN TOWER CORP NEW | $29,000 | -9.4% | 129 | -3.0% | 0.00% | -20.0% |
SNAP | Sell | SNAP INCcl a | $25,000 | -3.8% | 500 | -50.0% | 0.00% | 0.0% |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $25,000 | -28.6% | 18 | -35.7% | 0.00% | -33.3% |
F | Sell | FORD MTR CO DEL | $26,000 | -13.3% | 2,987 | -34.2% | 0.00% | -20.0% |
DOW | Sell | DOW INC | $25,000 | -41.9% | 454 | -50.2% | 0.00% | -42.9% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $28,000 | +16.7% | 181 | +8.4% | 0.00% | 0.0% |
BIIB | Buy | BIOGEN INC | $29,000 | -12.1% | 118 | +0.9% | 0.00% | -20.0% |
RNP | New | COHEN & STEERS REIT & PFD &I | $26,000 | – | 1,117 | +100.0% | 0.00% | – |
FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $29,000 | – | 648 | +100.0% | 0.00% | – |
RYN | RAYONIER INC | $28,000 | +12.0% | 964 | 0.0% | 0.00% | 0.0% | |
HOLX | Sell | HOLOGIC INC | $31,000 | +6.9% | 428 | -0.5% | 0.00% | -20.0% |
RBC | REGAL BELOIT CORP | $31,000 | +34.8% | 250 | 0.0% | 0.00% | 0.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $31,000 | +3.3% | 500 | 0.0% | 0.00% | -20.0% | |
ARKF | ARK ETF TRfintech innova | $25,000 | +25.0% | 500 | 0.0% | 0.00% | +33.3% | |
IYLD | ISHARES TRmrngstr inc etf | $31,000 | +6.9% | 1,279 | 0.0% | 0.00% | -20.0% | |
CARR | CARRIER GLOBAL CORPORATION | $25,000 | +19.0% | 675 | 0.0% | 0.00% | +33.3% | |
DGP | DEUTSCHE BK AG LONDON BRHdb gold dbl lng | $27,000 | 0.0% | 601 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $28,000 | +27.3% | 706 | 0.0% | 0.00% | +33.3% | |
LEG | Sell | LEGGETT & PLATT INC | $27,000 | -22.9% | 620 | -26.0% | 0.00% | -33.3% |
RGA | Buy | REINSURANCE GRP OF AMERICA I | $25,000 | +25.0% | 213 | +1.9% | 0.00% | +33.3% |
ASML | Sell | ASML HOLDING N V | $29,000 | +16.0% | 60 | -11.8% | 0.00% | 0.0% |
CAG | CONAGRA BRANDS INC | $28,000 | 0.0% | 783 | 0.0% | 0.00% | 0.0% | |
CSR | New | CENTERSPACE | $26,000 | – | 370 | +100.0% | 0.00% | – |
FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $28,000 | – | 987 | +100.0% | 0.00% | – |
JKHY | Buy | HENRY JACK & ASSOC INC | $31,000 | +3.3% | 194 | +4.9% | 0.00% | -20.0% |
MPC | Buy | MARATHON PETE CORP | $30,000 | +42.9% | 732 | +1.9% | 0.00% | +33.3% |
CTVA | Sell | CORTEVA INC | $28,000 | +3.7% | 720 | -22.2% | 0.00% | 0.0% |
ELAN | New | ELANCO ANIMAL HEALTH INC | $29,000 | – | 930 | +100.0% | 0.00% | – |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $30,000 | +11.1% | 345 | +11.3% | 0.00% | 0.0% |
ENB | Buy | ENBRIDGE INC | $27,000 | +22.7% | 830 | +8.5% | 0.00% | +33.3% |
VLO | Buy | VALERO ENERGY CORP | $26,000 | +44.4% | 454 | +7.1% | 0.00% | +33.3% |
APH | Buy | AMPHENOL CORP NEWcl a | $18,000 | +350.0% | 137 | +260.5% | 0.00% | +200.0% |
ANTM | Buy | ANTHEM INC | $19,000 | +35.7% | 58 | +11.5% | 0.00% | +50.0% |
TER | Buy | TERADYNE INC | $18,000 | +260.0% | 147 | +153.4% | 0.00% | +200.0% |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $23,000 | +187.5% | 68 | +277.8% | 0.00% | +200.0% |
SYY | Sell | SYSCO CORP | $21,000 | +16.7% | 277 | -1.8% | 0.00% | 0.0% |
APPN | Buy | APPIAN CORPcl a | $23,000 | +2200.0% | 140 | +1300.0% | 0.00% | – |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $22,000 | +4.8% | 630 | +1.3% | 0.00% | 0.0% |
HTA | Buy | HEALTHCARE TR AMER INCcl a new | $23,000 | +4.5% | 844 | +0.4% | 0.00% | 0.0% |
STOR | Buy | STORE CAP CORP | $18,000 | +28.6% | 522 | +1.4% | 0.00% | +50.0% |
VIV | New | TELEFONICA BRASIL SAnew adr | $22,000 | – | 2,430 | +100.0% | 0.00% | – |
HPE | HEWLETT PACKARD ENTERPRISE C | $19,000 | +26.7% | 1,570 | 0.0% | 0.00% | +50.0% | |
ABC | Buy | AMERISOURCEBERGEN CORP | $19,000 | 0.0% | 198 | +2.1% | 0.00% | 0.0% |
IAA | IAA INC | $19,000 | +26.7% | 295 | 0.0% | 0.00% | +50.0% | |
EXC | Buy | EXELON CORP | $18,000 | +500.0% | 435 | +495.9% | 0.00% | – |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $24,000 | +2300.0% | 103 | +3333.3% | 0.00% | – |
ERIC | ERICSSONadr b sek 10 | $20,000 | +11.1% | 1,667 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC | $19,000 | +26.7% | 84 | 0.0% | 0.00% | +50.0% | |
IP | INTERNATIONAL PAPER CO | $21,000 | +23.5% | 426 | 0.0% | 0.00% | 0.0% | |
SHOP | New | SHOPIFY INCcl a | $23,000 | – | 20 | +100.0% | 0.00% | – |
SHW | Buy | SHERWIN WILLIAMS CO | $20,000 | +150.0% | 27 | +125.0% | 0.00% | +200.0% |
DRE | DUKE REALTY CORP | $24,000 | +9.1% | 600 | 0.0% | 0.00% | 0.0% | |
DXCM | Buy | DEXCOM INC | $24,000 | +700.0% | 64 | +814.3% | 0.00% | – |
DVY | ISHARES TRselect divid etf | $24,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
TIP | ISHARES TRtips bd etf | $22,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY PLC | $22,000 | +46.7% | 351 | +15.1% | 0.00% | +50.0% |
CRVL | New | CORVEL CORP | $18,000 | – | 166 | +100.0% | 0.00% | – |
ZEN | Buy | ZENDESK INC | $23,000 | +2200.0% | 160 | +1500.0% | 0.00% | – |
NET | New | CLOUDFLARE INC | $21,000 | – | 275 | +100.0% | 0.00% | – |
IGSB | ISHARES TR | $18,000 | +5.9% | 318 | 0.0% | 0.00% | 0.0% | |
QUAL | New | ISHARES TRmsci usa qlt fct | $19,000 | – | 165 | +100.0% | 0.00% | – |
CAH | Buy | CARDINAL HEALTH INC | $23,000 | +109.1% | 432 | +87.0% | 0.00% | +50.0% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $24,000 | +166.7% | 175 | +116.0% | 0.00% | +200.0% |
AEM | New | AGNICO EAGLE MINES LTD | $18,000 | – | 250 | +100.0% | 0.00% | – |
JD | New | JD.COM INCspon adr cl a | $21,000 | – | 240 | +100.0% | 0.00% | – |
FVRR | New | FIVERR INTL LTD | $21,000 | – | 110 | +100.0% | 0.00% | – |
AMD | ADVANCED MICRO DEVICES INC | $20,000 | +11.1% | 223 | 0.0% | 0.00% | 0.0% | |
RIGL | RIGEL PHARMACEUTICALS INC | $23,000 | +43.8% | 6,500 | 0.0% | 0.00% | 0.0% | |
KL | Buy | KIRKLAND LAKE GOLD LTD | $21,000 | +10.5% | 500 | +25.0% | 0.00% | 0.0% |
SA | SEABRIDGE GOLD INC | $21,000 | +10.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
EL | Buy | LAUDER ESTEE COS INCcl a | $23,000 | +475.0% | 85 | +325.0% | 0.00% | +200.0% |
RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $19,000 | -17.4% | 544 | -40.1% | 0.00% | -25.0% |
SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $23,000 | +228.6% | 81 | +268.2% | 0.00% | +200.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $20,000 | +25.0% | 520 | +12.6% | 0.00% | 0.0% |
EFZ | Buy | PROSHARES TR | $24,000 | 0.0% | 1,161 | +15.9% | 0.00% | -25.0% |
PII | POLARIS INC | $22,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO ETF TR0-5 high yield | $18,000 | +5.9% | 185 | 0.0% | 0.00% | 0.0% | |
PMX | New | PIMCO MUN INCOME FD III | $21,000 | – | 1,749 | +100.0% | 0.00% | – |
DXJ | WISDOMTREE TRjapn hedge eqt | $19,000 | +11.8% | 352 | 0.0% | 0.00% | 0.0% | |
PDM | PIEDMONT OFFICE REALTY TR IN | $21,000 | +16.7% | 1,300 | 0.0% | 0.00% | 0.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $22,000 | +10.0% | 328 | +0.3% | 0.00% | 0.0% |
SPYX | SPDR SER TRspdr s&p 500 etf | $20,000 | +11.1% | 211 | 0.0% | 0.00% | 0.0% | |
WMB | Sell | WILLIAMS COS INC | $21,000 | 0.0% | 1,051 | -2.8% | 0.00% | 0.0% |
OKTA | OKTA INCcl a | $20,000 | +17.6% | 78 | 0.0% | 0.00% | 0.0% | |
FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $24,000 | – | 560 | +100.0% | 0.00% | – |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $20,000 | +25.0% | 523 | 0.0% | 0.00% | 0.0% | |
NUMV | NUSHARES ETF TRnuveen esg midvl | $22,000 | +15.8% | 727 | 0.0% | 0.00% | 0.0% | |
MPWR | Buy | MONOLITHIC PWR SYS INC | $19,000 | +216.7% | 51 | +121.7% | 0.00% | +200.0% |
DTE | DTE ENERGY CO | $15,000 | +7.1% | 120 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $11,000 | +37.5% | 657 | 0.0% | 0.00% | +100.0% | |
ROP | Buy | ROPER TECHNOLOGIES INC | $17,000 | +466.7% | 40 | +400.0% | 0.00% | – |
LADR | Buy | LADDER CAP CORPcl a | $15,000 | +36.4% | 1,531 | +2.8% | 0.00% | 0.0% |
LRCX | Buy | LAM RESEARCH CORP | $11,000 | +175.0% | 24 | +100.0% | 0.00% | +100.0% |
LVS | LAS VEGAS SANDS CORP | $14,000 | +27.3% | 242 | 0.0% | 0.00% | 0.0% | |
SNPS | Buy | SYNOPSYS INC | $12,000 | +71.4% | 48 | +41.2% | 0.00% | +100.0% |
VAR | VARIAN MED SYS INC | $14,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $11,000 | 0.0% | 132 | -6.4% | 0.00% | 0.0% |
BWXT | Buy | BWX TECHNOLOGIES INC | $11,000 | +266.7% | 185 | +262.7% | 0.00% | – |
SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $12,000 | – | 311 | +100.0% | 0.00% | – |
LIN | Sell | LINDE PLC | $11,000 | -15.4% | 41 | -25.5% | 0.00% | 0.0% |
NOW | Sell | SERVICENOW INC | $11,000 | -15.4% | 20 | -23.1% | 0.00% | 0.0% |
HAL | Sell | HALLIBURTON CO | $11,000 | -15.4% | 561 | -47.1% | 0.00% | 0.0% |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $15,000 | +15.4% | 164 | 0.0% | 0.00% | 0.0% | |
TJX | Buy | TJX COS INC NEW | $12,000 | +300.0% | 176 | +203.4% | 0.00% | – |
BSCM | New | INVESCO EXCH TRD SLF IDX FD | $14,000 | – | 629 | +100.0% | 0.00% | – |
QTS | Buy | QTS RLTY TR INC | $13,000 | 0.0% | 206 | +0.5% | 0.00% | 0.0% |
RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $12,000 | – | 200 | +100.0% | 0.00% | – |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $11,000 | +120.0% | 206 | +110.2% | 0.00% | +100.0% |
THC | TENET HEALTHCARE CORP | $17,000 | +70.0% | 416 | 0.0% | 0.00% | 0.0% | |
MAC | MACERICH CO | $15,000 | +66.7% | 1,360 | 0.0% | 0.00% | +100.0% | |
EMN | Buy | EASTMAN CHEM CO | $13,000 | +85.7% | 128 | +40.7% | 0.00% | +100.0% |
DON | WISDOMTREE TRus midcap divid | $12,000 | +20.0% | 344 | 0.0% | 0.00% | 0.0% | |
FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $16,000 | – | 461 | +100.0% | 0.00% | – |
VSGX | VANGUARD WORLD FDesg intl stk etf | $13,000 | +8.3% | 227 | 0.0% | 0.00% | 0.0% | |
BIDU | BAIDU INCspon adr rep a | $11,000 | +83.3% | 50 | 0.0% | 0.00% | +100.0% | |
ACN | Buy | ACCENTURE PLC IRELAND | $15,000 | +50.0% | 56 | +30.2% | 0.00% | 0.0% |
NS | NUSTAR ENERGY LP | $12,000 | +33.3% | 818 | 0.0% | 0.00% | +100.0% | |
GPN | Buy | GLOBAL PMTS INC | $12,000 | +50.0% | 56 | +24.4% | 0.00% | +100.0% |
PCK | New | PIMCO CALIF MUN INCOME FD II | $16,000 | – | 1,729 | +100.0% | 0.00% | – |
BLCN | New | SIREN ETF TRnsd nxgn eco etf | $16,000 | – | 400 | +100.0% | 0.00% | – |
GS | Buy | GOLDMAN SACHS GROUP INC | $11,000 | +120.0% | 40 | +53.8% | 0.00% | +100.0% |
DOC | Buy | PHYSICIANS RLTY TR | $12,000 | 0.0% | 670 | +1.2% | 0.00% | 0.0% |
EW | Buy | EDWARDS LIFESCIENCES CORP | $16,000 | +300.0% | 171 | +235.3% | 0.00% | +100.0% |
SIRI | SIRIUS XM HOLDINGS INC | $15,000 | +25.0% | 2,313 | 0.0% | 0.00% | 0.0% | |
UL | UNILEVER PLCspon adr new | $16,000 | -5.9% | 270 | 0.0% | 0.00% | -33.3% | |
IEX | Buy | IDEX CORP | $11,000 | +37.5% | 55 | +19.6% | 0.00% | +100.0% |
AIG | AMERICAN INTL GROUP INC | $11,000 | +37.5% | 283 | 0.0% | 0.00% | +100.0% | |
SNOW | New | SNOWFLAKE INCcl a | $11,000 | – | 40 | +100.0% | 0.00% | – |
STAG | Buy | STAG INDL INC | $17,000 | +6.2% | 544 | +1.1% | 0.00% | -33.3% |
NTG | New | TORTOISE MIDSTRM ENERGY FD I | $12,000 | – | 576 | +100.0% | 0.00% | – |
ALBO | ALBIREO PHARMA INC | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
CHRW | C H ROBINSON WORLDWIDE INC | $14,000 | -6.7% | 144 | 0.0% | 0.00% | 0.0% | |
CABO | CABLE ONE INC | $16,000 | +23.1% | 7 | 0.0% | 0.00% | 0.0% | |
WAB | Sell | WABTEC | $14,000 | +7.7% | 197 | -3.9% | 0.00% | 0.0% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $15,000 | +7.1% | 386 | -1.0% | 0.00% | 0.0% |
WPC | Buy | WP CAREY INC | $17,000 | +13.3% | 247 | +7.4% | 0.00% | 0.0% |
VNT | New | VONTIER CORPORATION | $16,000 | – | 491 | +100.0% | 0.00% | – |
ATVI | Buy | ACTIVISION BLIZZARD INC | $13,000 | +62.5% | 144 | +41.2% | 0.00% | +100.0% |
BNS | BANK NOVA SCOTIA B C | $12,000 | +33.3% | 225 | 0.0% | 0.00% | +100.0% | |
STT | Sell | STATE STR CORP | $16,000 | +23.1% | 218 | -3.5% | 0.00% | 0.0% |
SLB | Sell | SCHLUMBERGER LTD | $16,000 | +33.3% | 735 | -6.6% | 0.00% | 0.0% |
SRE | SEMPRA ENERGY | $16,000 | +6.7% | 126 | 0.0% | 0.00% | 0.0% | |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $11,000 | +37.5% | 16 | +23.1% | 0.00% | +100.0% |
CTAS | New | CINTAS CORP | $12,000 | – | 33 | +100.0% | 0.00% | – |
ACB | Sell | AURORA CANNABIS INC | $11,000 | +83.3% | 1,342 | -0.4% | 0.00% | +100.0% |
K | KELLOGG CO | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% | |
CXP | COLUMBIA PPTY TR INC | $13,000 | +30.0% | 908 | 0.0% | 0.00% | 0.0% | |
ROKU | New | ROKU INC | $13,000 | – | 40 | +100.0% | 0.00% | – |
SCHW | Buy | SCHWAB CHARLES CORP | $13,000 | +62.5% | 241 | +8.6% | 0.00% | +100.0% |
GCO | GENESCO INC | $15,000 | +36.4% | 500 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $13,000 | +30.0% | 102 | 0.0% | 0.00% | 0.0% | |
BXMT | Buy | BLACKSTONE MTG TR INC | $11,000 | +37.5% | 383 | +2.7% | 0.00% | +100.0% |
PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $16,000 | +14.3% | 298 | 0.0% | 0.00% | 0.0% | |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $15,000 | -6.2% | 128 | -5.2% | 0.00% | -33.3% |
GEL | GENESIS ENERGY L Punit ltd partn | $11,000 | +37.5% | 1,700 | 0.0% | 0.00% | +100.0% | |
PHM | Buy | PULTE GROUP INC | $8,000 | +166.7% | 190 | +227.6% | 0.00% | – |
AGCO | New | AGCO CORP | $4,000 | – | 36 | +100.0% | 0.00% | – |
ALGN | Buy | ALIGN TECHNOLOGY INC | $8,000 | +100.0% | 15 | +36.4% | 0.00% | 0.0% |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $8,000 | +33.3% | 240 | 0.0% | 0.00% | 0.0% | |
AMED | Buy | AMEDISYS INC | $6,000 | +500.0% | 21 | +250.0% | 0.00% | – |
AAL | AMERICAN AIRLS GROUP INC | $4,000 | +33.3% | 277 | 0.0% | 0.00% | – | |
AME | AMETEK INC | $7,000 | +16.7% | 57 | 0.0% | 0.00% | 0.0% | |
NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $8,000 | +14.3% | 962 | -0.3% | 0.00% | 0.0% |
ANSS | Buy | ANSYS INC | $10,000 | +42.9% | 27 | +28.6% | 0.00% | 0.0% |
ATR | Buy | APTARGROUP INC | $4,000 | +100.0% | 28 | +55.6% | 0.00% | – |
AIZ | Buy | ASSURANT INC | $6,000 | +500.0% | 47 | +291.7% | 0.00% | – |
AXNX | AXONICS MODULATION TECHNOLOG | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
BLL | BALL CORP | $7,000 | +16.7% | 73 | 0.0% | 0.00% | 0.0% | |
GOLD | Sell | BARRICK GOLD CORP | $4,000 | -20.0% | 162 | -13.4% | 0.00% | 0.0% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $8,000 | +166.7% | 214 | +170.9% | 0.00% | – |
BFB | Buy | BROWN FORMAN CORPcl b | $7,000 | +133.3% | 91 | +127.5% | 0.00% | – |
BRKR | Buy | BRUKER CORP | $6,000 | +100.0% | 113 | +32.9% | 0.00% | – |
BURL | Buy | BURLINGTON STORES INC | $10,000 | +100.0% | 38 | +52.0% | 0.00% | 0.0% |
CDK | CDK GLOBAL INC | $4,000 | +33.3% | 68 | 0.0% | 0.00% | – | |
GIB | CGI INCcl a sub vtg | $9,000 | +12.5% | 112 | 0.0% | 0.00% | 0.0% | |
CMS | Buy | CMS ENERGY CORP | $5,000 | +25.0% | 80 | +37.9% | 0.00% | 0.0% |
CPHC | CANTERBURY PARK HOLDING CORP | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
CSL | CARLISLE COS INC | $6,000 | +20.0% | 41 | 0.0% | 0.00% | 0.0% | |
CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $4,000 | -20.0% | 204 | -32.9% | 0.00% | 0.0% |
CRL | Buy | CHARLES RIV LABS INTL INC | $4,000 | +100.0% | 15 | +50.0% | 0.00% | – |
CLDT | CHATHAM LODGING TR | $4,000 | +33.3% | 390 | 0.0% | 0.00% | – | |
CHE | Buy | CHEMED CORP NEW | $6,000 | +100.0% | 11 | +57.1% | 0.00% | – |
ECON | COLUMBIA ETF TR IIemrg markets etf | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
CXO | CONCHO RES INC | $4,000 | +33.3% | 71 | 0.0% | 0.00% | – | |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $4,000 | -20.0% | 17 | -37.0% | 0.00% | 0.0% |
COR | Buy | CORESITE RLTY CORP | $6,000 | +200.0% | 44 | +175.0% | 0.00% | – |
CSGP | Sell | COSTAR GROUP INC | $6,000 | -25.0% | 6 | -40.0% | 0.00% | 0.0% |
COUP | Buy | COUPA SOFTWARE INC | $8,000 | +166.7% | 24 | +118.2% | 0.00% | – |
COWN | COWEN INCcl a new | $6,000 | +50.0% | 250 | 0.0% | 0.00% | 0.0% | |
CCK | CROWN HLDGS INC | $4,000 | +33.3% | 39 | 0.0% | 0.00% | – | |
DNP | Sell | DNP SELECT INCOME FD INC | $6,000 | -87.0% | 605 | -86.9% | 0.00% | -85.7% |
DECK | Buy | DECKERS OUTDOOR CORP | $7,000 | +600.0% | 25 | +316.7% | 0.00% | – |
DOCU | DOCUSIGN INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
DG | DOLLAR GEN CORP NEW | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
DLTR | Buy | DOLLAR TREE INC | $6,000 | +50.0% | 51 | +30.8% | 0.00% | 0.0% |
DKNG | Buy | DRAFTKINGS INC | $5,000 | 0.0% | 100 | +22.0% | 0.00% | 0.0% |
EPR | EPR PPTYS | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% | |
EBAY | Sell | EBAY INC. | $6,000 | -14.3% | 128 | -6.6% | 0.00% | 0.0% |
ECL | Sell | ECOLAB INC | $9,000 | +12.5% | 39 | -7.1% | 0.00% | 0.0% |
ETR | Buy | ENTERGY CORP NEW | $7,000 | +133.3% | 74 | +174.1% | 0.00% | – |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $8,000 | +14.3% | 135 | +0.7% | 0.00% | 0.0% |
EEFT | Sell | EURONET WORLDWIDE INC | $5,000 | +25.0% | 37 | -7.5% | 0.00% | 0.0% |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $5,000 | +25.0% | 77 | 0.0% | 0.00% | 0.0% | |
EXPE | Buy | EXPEDIA GROUP INC | $9,000 | +800.0% | 66 | +407.7% | 0.00% | – |
FICO | FAIR ISAAC CORP | $10,000 | +25.0% | 19 | 0.0% | 0.00% | 0.0% | |
FRT | Buy | FEDERAL RLTY INVT TRsh ben int new | $8,000 | +60.0% | 91 | +40.0% | 0.00% | 0.0% |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,000 | +14.3% | 141 | +0.7% | 0.00% | 0.0% |
FITB | New | FIFTH THIRD BANCORP | $4,000 | – | 130 | +100.0% | 0.00% | – |
FRC | FIRST REP BK SAN FRANCISCO C | $6,000 | +50.0% | 39 | 0.0% | 0.00% | 0.0% | |
FIVE | Buy | FIVE BELOW INC | $4,000 | +300.0% | 21 | +200.0% | 0.00% | – |
FLT | Buy | FLEETCOR TECHNOLOGIES INC | $9,000 | +800.0% | 33 | +560.0% | 0.00% | – |
FTNT | FORTINET INC | $4,000 | +33.3% | 29 | 0.0% | 0.00% | – | |
FSKR | New | FS KKR CAP CORP II | $10,000 | – | 590 | +100.0% | 0.00% | – |
GM | GENERAL MTRS CO | $10,000 | +42.9% | 231 | 0.0% | 0.00% | 0.0% | |
LIT | New | GLOBAL X FDSlithium btry etf | $9,000 | – | 150 | +100.0% | 0.00% | – |
GWW | GRAINGER W W INC | $6,000 | +20.0% | 14 | 0.0% | 0.00% | 0.0% | |
HCA | Buy | HCA HEALTHCARE INC | $6,000 | +200.0% | 34 | +112.5% | 0.00% | – |
HASI | Sell | HANNON ARMSTRONG SUST INFR C | $8,000 | -20.0% | 126 | -48.4% | 0.00% | -50.0% |
HOG | HARLEY DAVIDSON INC | $4,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
HRC | Buy | HILL ROM HLDGS INC | $7,000 | +133.3% | 69 | +72.5% | 0.00% | – |
ING | ING GROEP N.V.sponsored adr | $6,000 | +20.0% | 664 | 0.0% | 0.00% | 0.0% | |
INGR | Buy | INGREDION INC | $4,000 | +100.0% | 50 | +78.6% | 0.00% | – |
IART | Buy | INTEGRA LIFESCIENCES HLDGS C | $5,000 | +66.7% | 74 | +17.5% | 0.00% | – |
PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $10,000 | -85.1% | 95 | -91.3% | 0.00% | -90.9% |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $10,000 | 0.0% | 525 | 0.0% | 0.00% | -50.0% | |
IRM | Buy | IRON MTN INC NEW | $6,000 | +20.0% | 191 | +2.1% | 0.00% | 0.0% |
FXI | Buy | ISHARES TRchina lg-cap etf | $5,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
IYE | New | ISHARES TRu.s. energy etf | $7,000 | – | 350 | +100.0% | 0.00% | – |
ACWI | New | ISHARES TRmsci acwi etf | $4,000 | – | 43 | +100.0% | 0.00% | – |
ISTB | ISHARES TRcore 1 5 yr usd | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $4,000 | – | 100 | +100.0% | 0.00% | – |
KAR | KAR AUCTION SVCS INC | $4,000 | +33.3% | 221 | 0.0% | 0.00% | – | |
KSU | KANSAS CITY SOUTHERN | $8,000 | +14.3% | 39 | 0.0% | 0.00% | 0.0% | |
KSS | Sell | KOHLS CORP | $6,000 | -66.7% | 153 | -83.9% | 0.00% | -66.7% |
LBRDK | Buy | LIBERTY BROADBAND CORP | $5,000 | +25.0% | 33 | +22.2% | 0.00% | 0.0% |
MGM | MGM RESORTS INTERNATIONAL | $4,000 | +33.3% | 135 | 0.0% | 0.00% | – | |
MFC | Sell | MANULIFE FINL CORP | $4,000 | -20.0% | 247 | -32.1% | 0.00% | 0.0% |
MRO | MARATHON OIL CORP | $5,000 | +66.7% | 779 | 0.0% | 0.00% | – | |
VAC | New | MARRIOTT VACTINS WORLDWID CO | $7,000 | – | 50 | +100.0% | 0.00% | – |
MTCH | MATCH GROUP INC NEW | $4,000 | +33.3% | 28 | 0.0% | 0.00% | – | |
MXIM | MAXIM INTEGRATED PRODS INC | $7,000 | +40.0% | 79 | 0.0% | 0.00% | 0.0% | |
MDP | MEREDITH CORP | $4,000 | +33.3% | 200 | 0.0% | 0.00% | – | |
MET | Sell | METLIFE INC | $10,000 | +25.0% | 214 | -1.8% | 0.00% | 0.0% |
MSI | Buy | MOTOROLA SOLUTIONS INC | $5,000 | +66.7% | 27 | +35.0% | 0.00% | – |
NIO | New | NIO INCspon ads | $5,000 | – | 100 | +100.0% | 0.00% | – |
NRG | NRG ENERGY INC | $9,000 | +12.5% | 252 | 0.0% | 0.00% | 0.0% | |
NDAQ | Buy | NASDAQ INC | $4,000 | +100.0% | 32 | +77.8% | 0.00% | – |
NTAP | New | NETAPP INC | $10,000 | – | 150 | +100.0% | 0.00% | – |
NEM | NEWMONT CORP | $6,000 | -14.3% | 103 | 0.0% | 0.00% | 0.0% | |
JWN | NORDSTROM INC | $7,000 | +133.3% | 212 | 0.0% | 0.00% | – | |
NSC | Buy | NORFOLK SOUTHN CORP | $10,000 | +25.0% | 44 | +12.8% | 0.00% | 0.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $6,000 | +20.0% | 20 | +25.0% | 0.00% | 0.0% |
ORI | Sell | OLD REP INTL CORP | $8,000 | -11.1% | 394 | -36.3% | 0.00% | 0.0% |
ON | Buy | ON SEMICONDUCTOR CORP | $6,000 | +100.0% | 191 | +64.7% | 0.00% | – |
OSK | Sell | OSHKOSH CORP | $4,000 | 0.0% | 41 | -16.3% | 0.00% | 0.0% |
PCG | Sell | PG&E CORP | $7,000 | -63.2% | 552 | -73.1% | 0.00% | -66.7% |
PKG | Buy | PACKAGING CORP AMER | $7,000 | +250.0% | 54 | +170.0% | 0.00% | – |
PBA | Buy | PEMBINA PIPELINE CORP | $9,000 | +28.6% | 370 | +13.8% | 0.00% | 0.0% |
PNW | Sell | PINNACLE WEST CAP CORP | $4,000 | 0.0% | 46 | -11.5% | 0.00% | 0.0% |
BPOP | POPULAR INC | $5,000 | +66.7% | 83 | 0.0% | 0.00% | – | |
QS | New | QUANTUMSCAPE CORP | $5,000 | – | 65 | +100.0% | 0.00% | – |
RPM | RPM INTL INC | $6,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
REGN | Buy | REGENERON PHARMACEUTICALS | $5,000 | +25.0% | 10 | +25.0% | 0.00% | 0.0% |
RMD | Buy | RESMED INC | $4,000 | +300.0% | 17 | +183.3% | 0.00% | – |
REXR | REXFORD INDL RLTY INC | $5,000 | +25.0% | 96 | 0.0% | 0.00% | 0.0% | |
RNG | RINGCENTRAL INCcl a | $5,000 | +25.0% | 13 | 0.0% | 0.00% | 0.0% | |
SPGI | Sell | S&P GLOBAL INC | $7,000 | -22.2% | 20 | -23.1% | 0.00% | 0.0% |
EBND | New | SPDR SER TRblombrg brc emrg | $6,000 | – | 219 | +100.0% | 0.00% | – |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $8,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
SMG | Buy | SCOTTS MIRACLE GRO COcl a | $5,000 | +150.0% | 24 | +71.4% | 0.00% | – |
XLC | Sell | SELECT SECTOR SPDR TR | $9,000 | 0.0% | 130 | -10.3% | 0.00% | 0.0% |
SCI | SERVICE CORP INTL | $4,000 | +33.3% | 72 | 0.0% | 0.00% | – | |
SPG | Sell | SIMON PPTY GROUP INC NEW | $7,000 | -50.0% | 83 | -62.6% | 0.00% | -50.0% |
LUV | SOUTHWEST AIRLS CO | $8,000 | +14.3% | 177 | 0.0% | 0.00% | 0.0% | |
SXI | STANDEX INTL CORP | $10,000 | +25.0% | 133 | 0.0% | 0.00% | 0.0% | |
STON | STONEMOR INC | $5,000 | +150.0% | 2,000 | 0.0% | 0.00% | – | |
SPWR | SUNPOWER CORP | $5,000 | +66.7% | 200 | 0.0% | 0.00% | – | |
TRGP | TARGA RES CORP | $5,000 | +66.7% | 181 | 0.0% | 0.00% | – | |
TFX | Buy | TELEFLEX INCORPORATED | $4,000 | +100.0% | 9 | +80.0% | 0.00% | – |
TTD | Buy | THE TRADE DESK INC | $6,000 | +100.0% | 7 | +40.0% | 0.00% | – |
TTE | TOTAL SEsponsored ads | $8,000 | +33.3% | 179 | 0.0% | 0.00% | 0.0% | |
TDG | TRANSDIGM GROUP INC | $7,000 | +40.0% | 11 | 0.0% | 0.00% | 0.0% | |
TWLO | TWILIO INCcl a | $5,000 | +66.7% | 14 | 0.0% | 0.00% | – | |
UGI | Buy | UGI CORP NEW | $10,000 | +42.9% | 279 | +23.5% | 0.00% | 0.0% |
UBER | UBER TECHNOLOGIES INC | $5,000 | +25.0% | 102 | 0.0% | 0.00% | 0.0% | |
UMPQ | UMPQUA HLDGS CORP | $4,000 | +33.3% | 242 | 0.0% | 0.00% | – | |
UTHR | UNITED THERAPEUTICS CORP DEL | $9,000 | +50.0% | 60 | 0.0% | 0.00% | 0.0% | |
UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $4,000 | +33.3% | 31 | +10.7% | 0.00% | – |
VFC | Buy | V F CORP | $5,000 | +66.7% | 55 | +17.0% | 0.00% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $8,000 | – | 156 | +100.0% | 0.00% | – |
VIAC | Buy | VIACOMCBS INCcl b | $5,000 | +25.0% | 142 | +13.6% | 0.00% | 0.0% |
WST | Sell | WEST PHARMACEUTICAL SVSC INC | $5,000 | -37.5% | 19 | -36.7% | 0.00% | 0.0% |
WU | Sell | WESTERN UN CO | $4,000 | 0.0% | 195 | -6.7% | 0.00% | 0.0% |
WING | New | WINGSTOP INC | $4,000 | – | 32 | +100.0% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $10,000 | -23.1% | 500 | 0.0% | 0.00% | -50.0% | |
WYND | WYNDHAM DESTINATIONS INC | $10,000 | +42.9% | 220 | 0.0% | 0.00% | 0.0% | |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $8,000 | +300.0% | 22 | +214.3% | 0.00% | – |
ACGL | Buy | ARCH CAP GROUP LTDord | $5,000 | +66.7% | 135 | +36.4% | 0.00% | – |
G | New | GENPACT LIMITED | $8,000 | – | 183 | +100.0% | 0.00% | – |
HLF | Buy | HERBALIFE NUTRITION LTD | $4,000 | +100.0% | 73 | +40.4% | 0.00% | – |
STE | Buy | STERIS PLC | $7,000 | +75.0% | 39 | +56.0% | 0.00% | 0.0% |
ALC | Buy | ALCON AG | $10,000 | +11.1% | 157 | +1.9% | 0.00% | 0.0% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $10,000 | +400.0% | 63 | +293.8% | 0.00% | – |
QGEN | Buy | QIAGEN NV | $5,000 | +150.0% | 96 | +108.7% | 0.00% | – |
RCL | ROYAL CARIBBEAN GROUP | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
PEGA | Exit | PEGASYSTEMS INC | $0 | – | -10 | -100.0% | 0.00% | – |
NICE | New | NICE LTDsponsored adr | $1,000 | – | 5 | +100.0% | 0.00% | – |
NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
NYMT | NEW YORK MTG TR INC | $0 | – | 6 | 0.0% | 0.00% | – | |
NYCB | New | NEW YORK CMNTY BANCORP INC | $1,000 | – | 99 | +100.0% | 0.00% | – |
NRZ | Buy | NEW RESIDENTIAL INVT CORP | $2,000 | +100.0% | 157 | +12.1% | 0.00% | – |
NEOG | New | NEOGEN CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
NK | New | NANTKWEST INC | $0 | – | 34 | +100.0% | 0.00% | – |
MUR | New | MURPHY OIL CORP | $0 | – | 35 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
MHK | MOHAWK INDS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MRNA | Buy | MODERNA INC | $2,000 | +100.0% | 23 | +43.8% | 0.00% | – |
MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 113 | 0.0% | 0.00% | – | ||
MTD | METTLER TOLEDO INTERNATIONAL | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
MRCY | New | MERCURY SYS INC | $0 | – | 4 | +100.0% | 0.00% | – |
MKC | Buy | MCCORMICK & CO INC | $3,000 | +200.0% | 28 | +366.7% | 0.00% | – |
MKL | MARKEL CORP | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
MANH | Buy | MANHATTAN ASSOCS INC | $1,000 | – | 11 | +175.0% | 0.00% | – |
LNC | Buy | LINCOLN NATL CORP IND | $2,000 | +100.0% | 42 | +7.7% | 0.00% | – |
FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
EMAN | Exit | EMAGIN CORP | $0 | – | -1,000 | -100.0% | 0.00% | – |
FWONK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
LBRDA | LIBERTY BROADBAND CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
PGR | PROGRESSIVE CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
TROW | PRICE T ROWE GROUP INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
PINS | New | PINTEREST INCcl a | $3,000 | – | 40 | +100.0% | 0.00% | – |
PKI | PERKINELMER INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
PAG | PENSKE AUTOMOTIVE GRP INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC | $3,000 | +50.0% | 22 | 0.0% | 0.00% | – | |
SPIB | New | SPDR SER TRportfolio intrmd | $3,000 | – | 88 | +100.0% | 0.00% | – |
VMC | Exit | VULCAN MATLS CO | $0 | – | -5 | -100.0% | 0.00% | – |
PE | PARSLEY ENERGY INCcl a | $1,000 | – | 43 | 0.0% | 0.00% | – | |
PH | PARKER-HANNIFIN CORP | $2,000 | +100.0% | 6 | 0.0% | 0.00% | – | |
PANW | PALO ALTO NETWORKS INC | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
XSD | SPDR SER TRs&p semicndctr | $1,000 | – | 3 | 0.0% | 0.00% | – | |
PACW | New | PACWEST BANCORP DEL | $0 | – | 18 | +100.0% | 0.00% | – |
PCRX | PACIRA BIOSCIENCES INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
PCAR | PACCAR INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
PTC | New | PTC INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
OC | OWENS CORNING NEW | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
OKE | Sell | ONEOK INC NEW | $1,000 | -98.0% | 32 | -98.4% | 0.00% | -100.0% |
SIVB | SVB FINANCIAL GROUP | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
SAGE | SAGE THERAPEUTICS INC | $2,000 | +100.0% | 21 | 0.0% | 0.00% | – | |
OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | 0.0% | 168 | -5.1% | 0.00% | – |
OXY | Sell | OCCIDENTAL PETE CORP | $2,000 | 0.0% | 87 | -47.3% | 0.00% | – |
NTNX | NUTANIX INCcl a | $1,000 | – | 21 | 0.0% | 0.00% | – | |
SRPT | SAREPTA THERAPEUTICS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
NUE | NUCOR CORP | $3,000 | +50.0% | 49 | 0.0% | 0.00% | – | |
LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
KHC | Sell | KRAFT HEINZ CO | $2,000 | 0.0% | 58 | -3.3% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC | $0 | – | 1 | +100.0% | 0.00% | – |
KMI | Buy | KINDER MORGAN INC DEL | $2,000 | +100.0% | 176 | +54.4% | 0.00% | – |
KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
JLL | Sell | JONES LANG LASALLE INC | $2,000 | 0.0% | 16 | -20.0% | 0.00% | – |
JAMF | JAMF HLDG CORP | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -100.0% | |
J | New | JACOBS ENGR GROUP INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
SLV | Sell | ISHARES SILVER TRishares | $2,000 | 0.0% | 100 | -9.1% | 0.00% | – |
LKQ | Exit | LKQ CORP | $0 | – | -19 | -100.0% | 0.00% | – |
IQV | IQVIA HLDGS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $0 | – | 16 | 0.0% | 0.00% | – | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
SBNY | Sell | SIGNATURE BK NEW YORK N Y | $1,000 | – | 4 | -20.0% | 0.00% | – |
IVR | INVESCO MORTGAGE CAPITAL INC | $2,000 | +100.0% | 548 | 0.0% | 0.00% | – | |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $1,000 | 0.0% | 8 | -33.3% | 0.00% | – |
IBKR | INTERACTIVE BROKERS GROUP IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
SKX | Sell | SKECHERS U S A INCcl a | $1,000 | 0.0% | 37 | -24.5% | 0.00% | – |
IAC | Sell | IAC INTERACTIVECORP NEW | $1,000 | 0.0% | 7 | -36.4% | 0.00% | – |
H | HYATT HOTELS CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
HII | Buy | HUNTINGTON INGALLS INDS INC | $1,000 | 0.0% | 7 | +75.0% | 0.00% | – |
HBAN | HUNTINGTON BANCSHARES INC | $3,000 | +50.0% | 233 | 0.0% | 0.00% | – | |
HUM | Buy | HUMANA INC | $3,000 | +200.0% | 7 | +250.0% | 0.00% | – |
SON | SONOCO PRODS CO | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – | |
HRL | Buy | HORMEL FOODS CORP | $1,000 | 0.0% | 23 | +43.8% | 0.00% | – |
SCCO | SOUTHERN COPPER CORP | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
HFC | Sell | HOLLYFRONTIER CORP | $1,000 | 0.0% | 37 | -31.5% | 0.00% | – |
HLT | HILTON WORLDWIDE HLDGS INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
HIW | HIGHWOODS PPTYS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
AVXL | Exit | ANAVEX LIFE SCIENCES CORP | $0 | – | -500 | -100.0% | 0.00% | – |
HXL | New | HEXCEL CORP NEW | $1,000 | – | 16 | +100.0% | 0.00% | – |
HES | HESS CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
HEPA | HEPION PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
SRCL | STERICYCLE INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
AIV | Exit | APARTMENT INVT & MGMT COcl a | $0 | – | -34 | -100.0% | 0.00% | – |
HP | Buy | HELMERICH & PAYNE INC | $1,000 | – | 48 | +54.8% | 0.00% | – |
HR | Sell | HEALTHCARE RLTY TR | $2,000 | -86.7% | 63 | -86.9% | 0.00% | -100.0% |
PB | Exit | PROSPERITY BANCSHARES INC | $0 | – | -21 | -100.0% | 0.00% | – |
HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,000 | 0.0% | 18 | +28.6% | 0.00% | – |
SYF | SYNCHRONY FINANCIAL | $2,000 | +100.0% | 51 | 0.0% | 0.00% | – | |
THG | New | HANOVER INS GROUP INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
SYX | SYSTEMAX INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
HAIN | HAIN CELESTIAL GROUP INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
GWRE | GUIDEWIRE SOFTWARE INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
GPK | New | GRAPHIC PACKAGING HLDG CO | $3,000 | – | 200 | +100.0% | 0.00% | – |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
GRA | GRACE W R & CO DEL NEW | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -37 | -100.0% | 0.00% | – |
BOTZ | GLOBAL X FDSrbtcs artfl inte | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -100 | -100.0% | 0.00% | – |
LAND | New | GLADSTONE LD CORP | $0 | – | 7 | +100.0% | 0.00% | – |
IT | GARTNER INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
GLPI | GAMING & LEISURE PPTYS INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
FCX | FREEPORT-MCMORAN INCcl b | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
BEN | Buy | FRANKLIN RESOURCES INC | $2,000 | +100.0% | 95 | +35.7% | 0.00% | – |
TXT | TEXTRON INC | $2,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
ODP | THE ODP CORP | $2,000 | +100.0% | 65 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
TIF | TIFFANY & CO NEW | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
FLO | FLOWERS FOODS INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
FND | FLOOR & DECOR HLDGS INCcl a | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
FE | New | FIRSTENERGY CORP | $2,000 | – | 73 | +100.0% | 0.00% | – |
MOS | Exit | MOSAIC CO NEW | $0 | – | -34 | -100.0% | 0.00% | – |
FHN | Buy | FIRST HORIZON CORPORATION | $2,000 | +100.0% | 128 | +56.1% | 0.00% | – |
FAF | FIRST AMERN FINL CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
FDS | FACTSET RESH SYS INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
TRN | New | TRINITY INDS INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
FMC | FMC CORP | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
TUP | New | TUPPERWARE BRANDS CORP | $2,000 | – | 68 | +100.0% | 0.00% | – |
ONEQ | Exit | FIDELITY COMWLTH TRndq cp idx trk | $0 | – | -2 | -100.0% | 0.00% | – |
TWTR | TWITTER INC | $3,000 | +50.0% | 47 | 0.0% | 0.00% | – | |
FLIR | New | FLIR SYS INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
EXPD | Sell | EXPEDITORS INTL WASH INC | $1,000 | -96.8% | 9 | -97.3% | 0.00% | -100.0% |
UDR | New | UDR INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
EXAS | EXACT SCIENCES CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
EOLS | Sell | EVOLUS INC | $1,000 | 0.0% | 275 | -6.8% | 0.00% | – |
CUK | Exit | CARNIVAL PLCadr | $0 | – | -21 | -100.0% | 0.00% | – |
EVRG | Buy | EVERGY INC | $2,000 | +100.0% | 31 | +93.8% | 0.00% | – |
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -10 | -100.0% | 0.00% | – |
ESS | ESSEX PPTY TR INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ERIE | New | ERIE INDTY COcl a | $2,000 | – | 7 | +100.0% | 0.00% | – |
EQC | New | EQUITY COMWLTH | $1,000 | – | 28 | +100.0% | 0.00% | – |
EQH | EQUITABLE HLDGS INC | $2,000 | +100.0% | 68 | 0.0% | 0.00% | – | |
USFD | US FOODS HLDG CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
EFX | EQUIFAX INC | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
WIMI | Exit | WIMI HOLOGRAM CLOUD INCspon ads cl b | $0 | – | -100 | -100.0% | 0.00% | – |
UNM | Sell | UNUM GROUP | $1,000 | 0.0% | 64 | -17.9% | 0.00% | – |
MTN | Buy | VAIL RESORTS INC | $3,000 | +200.0% | 12 | +71.4% | 0.00% | – |
ENR | New | ENERGIZER HLDGS INC NEW | $0 | – | 3 | +100.0% | 0.00% | – |
ESRT | Sell | EMPIRE ST RLTY TR INCcl a | $3,000 | 0.0% | 343 | -16.3% | 0.00% | – |
KODK | Sell | EASTMAN KODAK CO | $3,000 | -40.0% | 334 | -37.5% | 0.00% | -100.0% |
EGP | New | EASTGROUP PPTYS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
EQT | EQT CORP | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
EOG | Sell | EOG RES INC | $2,000 | 0.0% | 43 | -27.1% | 0.00% | – |
DT | DYNATRACE INC | $0 | – | 9 | 0.0% | 0.00% | – | |
DNB | New | DUN & BRADSTREET HLDGS INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
DEI | Sell | DOUGLAS EMMETT INC | $1,000 | -50.0% | 49 | -29.0% | 0.00% | – |
DPZ | Sell | DOMINOS PIZZA INC | $2,000 | -50.0% | 6 | -40.0% | 0.00% | -100.0% |
DISH | Sell | DISH NETWORK CORPORATIONcl a | $1,000 | 0.0% | 19 | -26.9% | 0.00% | – |
DLR | DIGITAL RLTY TR INC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
DVN | DEVON ENERGY CORP NEW | $2,000 | +100.0% | 103 | 0.0% | 0.00% | – | |
X | Exit | UNITED STATES STL CORP NEW | $0 | – | -43 | -100.0% | 0.00% | – |
XRAY | DENTSPLY SIRONA INC | $2,000 | +100.0% | 29 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
VEC | New | VECTRUS INC | $0 | – | 3 | +100.0% | 0.00% | – |
VEEV | VEEVA SYS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
VTR | VENTAS INC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
HAUZ | New | DBX ETF TRxtrack intl real | $1,000 | – | 29 | +100.0% | 0.00% | – |
CW | CURTISS WRIGHT CORP | $3,000 | +50.0% | 26 | 0.0% | 0.00% | – | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $3,000 | +200.0% | 14 | +40.0% | 0.00% | – |
COTY | New | COTY INC | $0 | – | 54 | +100.0% | 0.00% | – |
GLW | Buy | CORNING INC | $3,000 | +200.0% | 79 | +276.2% | 0.00% | – |
ED | Buy | CONSOLIDATED EDISON INC | $2,000 | +100.0% | 33 | +94.1% | 0.00% | – |
CBSH | Sell | COMMERCE BANCSHARES INC | $0 | -100.0% | 2 | -94.9% | 0.00% | – |
RQI | COHEN & STEERS QUALITY INCOM | $2,000 | 0.0% | 154 | 0.0% | 0.00% | – | |
CGNX | Sell | COGNEX CORP | $1,000 | 0.0% | 15 | -25.0% | 0.00% | – |
CTXS | CITRIX SYS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
CINF | CINCINNATI FINL CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
VER | New | VEREIT INC | $1,000 | – | 38 | +100.0% | 0.00% | – |
VRSN | VERISIGN INC | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
XEC | CIMAREX ENERGY CO | $2,000 | +100.0% | 42 | 0.0% | 0.00% | – | |
VRSK | VERISK ANALYTICS INC | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
CIM | CHIMERA INVT CORP | $1,000 | 0.0% | 129 | 0.0% | 0.00% | – | |
VIACA | VIACOMCBS INCcl a | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
BLNK | Exit | BLINK CHARGING CO | $0 | – | -200 | -100.0% | 0.00% | – |
LNG | CHENIERE ENERGY INC | $3,000 | +50.0% | 43 | 0.0% | 0.00% | – | |
LUMN | Sell | LUMEN TECHNOLOGIES INC | $1,000 | 0.0% | 61 | -38.4% | 0.00% | – |
CNC | CENTENE CORP DEL | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
CTLT | CATALENT INC | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – | |
CG | Sell | CARLYLE GROUP INC | $1,000 | 0.0% | 35 | -30.0% | 0.00% | – |
VNO | VORNADO RLTY TRsh ben int | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
VOYA | Sell | VOYA FINANCIAL INC | $2,000 | 0.0% | 35 | -28.6% | 0.00% | – |
CRDF | CARDIFF ONCOLOGY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
COG | New | CABOT OIL & GAS CORP | $3,000 | – | 186 | +100.0% | 0.00% | – |
CBT | CABOT CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
CNA | CNA FINL CORP | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
CBOE | CBOE GLOBAL MKTS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
BMYRT | Sell | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | 110 | -9.1% | 0.00% | – |
WAT | WATERS CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
BDN | Sell | BRANDYWINE RLTY TRsh ben int new | $2,000 | 0.0% | 144 | -29.8% | 0.00% | – |
WELL | WELLTOWER INC | $3,000 | +50.0% | 39 | 0.0% | 0.00% | – | |
FOLD | Exit | AMICUS THERAPEUTICS INC | $0 | – | -2 | -100.0% | 0.00% | – |
WDC | Buy | WESTERN DIGITAL CORP. | $1,000 | – | 18 | +100.0% | 0.00% | – |
IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -7 | -100.0% | 0.00% | – |
WRK | Buy | WESTROCK CO | $1,000 | – | 21 | +75.0% | 0.00% | – |
WY | WEYERHAEUSER CO MTN BE | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
BWA | BORGWARNER INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
BLUE | BLUEBIRD BIO INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
BOH | BANK HAWAII CORP | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
FIDU | Exit | FIDELITY COVINGTON TRUSTmsci indl indx | $0 | – | -7 | -100.0% | 0.00% | – |
BKR | BAKER HUGHES COMPANYcl a | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
BBL | New | BHP GROUP PLCsponsored adr | $3,000 | – | 53 | +100.0% | 0.00% | – |
AGR | AVANGRID INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
DGRW | WISDOMTREE TRus qtly div grt | $0 | – | 6 | 0.0% | 0.00% | – | |
WDAY | WORKDAY INCcl a | $3,000 | +50.0% | 11 | 0.0% | 0.00% | – | |
BIOC | Exit | BIOCEPT INC | $0 | – | -100 | -100.0% | 0.00% | – |
WPX | WPX ENERGY INC | $1,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
AEG | Exit | AEGON N V | $0 | – | -257 | -100.0% | 0.00% | – |
WH | WYNDHAM HOTELS & RESORTS INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
XLNX | New | XILINX INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
AVB | AVALONBAY CMNTYS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
XRX | New | XEROX HOLDINGS CORP | $0 | – | 17 | +100.0% | 0.00% | – |
AUY | Sell | YAMANA GOLD INC | $1,000 | 0.0% | 100 | -33.3% | 0.00% | – |
ATO | ATMOS ENERGY CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
ARW | ARROW ELECTRS INC | $3,000 | +50.0% | 26 | 0.0% | 0.00% | – | |
BRX | Exit | BRIXMOR PPTY GROUP INC | $0 | – | -106 | -100.0% | 0.00% | – |
AWI | Sell | ARMSTRONG WORLD INDS INC | $1,000 | 0.0% | 11 | -31.2% | 0.00% | – |
ARR | New | ARMOUR RESIDENTIAL REIT INC | $0 | – | 2 | +100.0% | 0.00% | – |
ZION | Sell | ZIONS BANCORPORATION N A | $2,000 | 0.0% | 40 | -41.2% | 0.00% | – |
ARMK | ARAMARK | $2,000 | +100.0% | 48 | 0.0% | 0.00% | – | |
ZS | New | ZSCALER INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
AIRC | New | APARTMENT INCOME REIT CORP | $1,000 | – | 33 | +100.0% | 0.00% | – |
AIV | New | APARTMENT INVT & MGMT COcl a | $0 | – | 33 | +100.0% | 0.00% | – |
DOX | AMDOCS LTD | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
AON | AON PLC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
MYO | Exit | MYOMO INC | $0 | – | -100 | -100.0% | 0.00% | – |
AMH | AMERICAN HOMES 4 RENTcl a | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
ACC | AMERICAN CAMPUS CMNTYS INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
BPY | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $0 | – | 18 | 0.0% | 0.00% | – | |
AMX | AMERICA MOVIL SAB DE CV | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
RE | Buy | EVEREST RE GROUP LTD | $3,000 | +50.0% | 13 | +18.2% | 0.00% | – |
FRO | New | FRONTLINE LTD | $0 | – | 20 | +100.0% | 0.00% | – |
USM | Exit | UNITED STATES CELLULAR CORP | $0 | – | -20 | -100.0% | 0.00% | – |
INFO | IHS MARKIT LTD | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
JCI | Sell | JOHNSON CTLS INTL PLC | $2,000 | 0.0% | 37 | -28.8% | 0.00% | – |
UHAL | AMERCO | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
MRVL | MARVELL TECHNOLOGY GROUP LTDord | $3,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
AMRN | AMARIN CORP PLCspons adr new | $2,000 | +100.0% | 355 | 0.0% | 0.00% | – | |
APTV | Sell | APTIV PLC | $3,000 | +50.0% | 20 | -13.0% | 0.00% | – |
NVT | New | NVENT ELECTRIC PLC | $1,000 | – | 26 | +100.0% | 0.00% | – |
RNR | Sell | RENAISSANCERE HLDGS LTD | $2,000 | -33.3% | 15 | -11.8% | 0.00% | – |
ATUS | ALTICE USA INCcl a | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
M | Exit | MACYS INC | $0 | – | -100 | -100.0% | 0.00% | – |
ALSN | ALLISON TRANSMISSION HLDGS I | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
VGACU | New | VG ACQUISITION CORPunit 99/99/9999 | $1,000 | – | 100 | +100.0% | 0.00% | – |
FSTA | Exit | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | -17 | -100.0% | 0.00% | – |
ALXN | ALEXION PHARMACEUTICALS INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
GRMN | GARMIN LTD | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY S A | $3,000 | +50.0% | 8 | 0.0% | 0.00% | – | |
ALK | Buy | ALASKA AIR GROUP INC | $2,000 | – | 42 | +223.1% | 0.00% | – |
A | AGILENT TECHNOLOGIES INC | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
NNOX | NANO X IMAGING LTD | $0 | – | 10 | 0.0% | 0.00% | – | |
ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $3,000 | +50.0% | 555 | 0.0% | 0.00% | – | |
AGNC | AGNC INVT CORP | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
MAXN | MAXEON SOLAR TECHNOLOGIES LT | $1,000 | – | 25 | 0.0% | 0.00% | – | |
NOK | NOKIA CORPsponsored adr | $0 | – | 100 | 0.0% | 0.00% | – | |
GLIBA | Exit | GCI LIBERTY INC | $0 | – | -12 | -100.0% | 0.00% | – |
DBI | Exit | DESIGNER BRANDS INCcl a | $0 | – | -200 | -100.0% | 0.00% | – |
LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -4 | -100.0% | 0.00% | – |
SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -123 | -100.0% | 0.00% | – |
NI | Exit | NISOURCE INC | $0 | – | -15 | -100.0% | 0.00% | – |
LUMO | Exit | LUMOS PHARMA INC | $0 | – | -181 | -100.0% | 0.00% | – |
CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -100 | -100.0% | 0.00% | – |
SINT | Exit | SINTX TECHNOLOGIES INC | $0 | – | -500 | -100.0% | 0.00% | – |
GEVO | Exit | GEVO INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
BBY | Exit | BEST BUY INC | $0 | – | -10 | -100.0% | 0.00% | – |
NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -65 | -100.0% | 0.00% | – |
MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -13 | -100.0% | 0.00% | – |
IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -19 | -100.0% | 0.00% | – |
OASPQ | Exit | OASIS PETROLEUM INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
AGO | Exit | ASSURED GUARANTY LTD | $0 | – | -7 | -100.0% | 0.00% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -100 | -100.0% | 0.00% | – |
SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -93 | -100.0% | 0.00% | – |
AIMT | Exit | AIMMUNE THERAPEUTICS INC | $0 | – | -4 | -100.0% | 0.00% | – |
DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -21 | -100.0% | 0.00% | – |
VER | Exit | VEREIT INC | $0 | – | -191 | -100.0% | 0.00% | – |
JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -62 | -100.0% | 0.00% | – |
NBL | Exit | NOBLE ENERGY INC | $0 | – | -46 | -100.0% | 0.00% | – |
SEE | Exit | SEALED AIR CORP NEW | $0 | – | -27 | -100.0% | 0.00% | – |
CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -10 | -100.0% | 0.00% | – |
GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -68 | -100.0% | 0.00% | – |
LYFT | Exit | LYFT INC | $0 | – | -15 | -100.0% | 0.00% | – |
ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -16 | -100.0% | 0.00% | – |
FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -18 | -100.0% | 0.00% | – |
SBLK | Exit | STAR BULK CARRIERS CORP. | $0 | – | -1 | -100.0% | 0.00% | – |
CPA | Exit | COPA HOLDINGS SAcl a | $0 | – | -7 | -100.0% | 0.00% | – |
BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -3 | -100.0% | 0.00% | – |
RHI | ROBERT HALF INTL INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ROK | New | ROCKWELL AUTOMATION INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
RAD | RITE AID CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
ROL | Buy | ROLLINS INC | $1,000 | 0.0% | 31 | +47.6% | 0.00% | – |
REG | REGENCY CTRS CORP | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
RETA | New | REATA PHARMACEUTICALS INCcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
RY | ROYAL BK CDA | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $0 | -100.0% | 10 | -83.6% | 0.00% | – |
RJF | RAYMOND JAMES FINL INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
RGLD | New | ROYAL GOLD INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
FDRR | Exit | FIDELITY COVINGTON TRUSTdivid etf risi | $0 | – | -33 | -100.0% | 0.00% | – |
RL | Sell | RALPH LAUREN CORPcl a | $1,000 | 0.0% | 6 | -53.8% | 0.00% | – |
SLG | SL GREEN RLTY CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
ADT | ADT INC DEL | $0 | – | 4 | 0.0% | 0.00% | – | |
BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -220 | -100.0% | -0.00% | – |
FLR | Exit | FLUOR CORP NEW | $0 | – | -1,000 | -100.0% | -0.00% | – |
DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -124 | -100.0% | -0.00% | – |
ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -86 | -100.0% | -0.00% | – |
ELMD | Exit | ELECTROMED INC | $0 | – | -404 | -100.0% | -0.00% | – |
DPG | Exit | DUFF & PHELPS UTLITY AND INF | $0 | – | -460 | -100.0% | -0.00% | – |
RKT | Exit | ROCKET COS INC | $0 | – | -300 | -100.0% | -0.00% | – |
SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -600 | -100.0% | -0.00% | – |
DGLY | Exit | DIGITAL ALLY INC | $0 | – | -5,000 | -100.0% | -0.00% | – |
ACM | Exit | AECOM | $0 | – | -285 | -100.0% | -0.00% | – |
GNRC | Exit | GENERAC HLDGS INC | $0 | – | -50 | -100.0% | -0.00% | – |
BLCN | Exit | REALITY SHS ETF TRnsd nxgn eco etf | $0 | – | -400 | -100.0% | -0.00% | – |
EQX | Exit | EQUINOX GOLD CORP | $0 | – | -1,140 | -100.0% | -0.00% | – |
SVM | Exit | SILVERCORP METALS INC | $0 | – | -3,000 | -100.0% | -0.00% | – |
VIV | Exit | TELEFONICA BRASIL SAsponsored adr | $0 | – | -2,430 | -100.0% | -0.00% | – |
IRET | Exit | INVESTORS REAL ESTATE TRsh ben int | $0 | – | -370 | -100.0% | -0.00% | – |
USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -1,032 | -100.0% | -0.01% | – |
BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,637 | -100.0% | -0.01% | – |
SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -244 | -100.0% | -0.01% | – |
SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -1,693 | -100.0% | -0.01% | – |
LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -5,000 | -100.0% | -0.01% | – |
OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -587 | -100.0% | -0.01% | – |
JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -1,850 | -100.0% | -0.02% | – |
BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -25,088 | -100.0% | -0.06% | – |
IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -24,423 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 10.0% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 7.8% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 4.2% |
VANGUARD SPECIALIZED PORTFOL | 30 | Q2 2023 | 4.3% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 4.0% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.3% |
APPLE INC | 30 | Q2 2023 | 2.7% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.2% |
WELLS FARGO CO NEW | 30 | Q2 2023 | 1.9% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.3% |
View BerganKDV Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-24 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-13 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-28 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-10 |
13F-HR | 2021-05-11 |
View BerganKDV Wealth Management, 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.