BerganKDV Wealth Management, LLC - Q3 2021 holdings

$882 Million is the total value of BerganKDV Wealth Management, LLC's 1077 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 19.0% .

 Value Shares↓ Weighting
SCHR BuySCHWAB STRATEGIC TRintrm trm tres$65,916,000
+3.0%
1,162,340
+3.2%
7.47%
-1.7%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$48,525,000
+0.5%
1,253,871
+2.5%
5.50%
-4.0%
IGIB BuyISHARES TR$40,960,000
+64.8%
681,984
+66.1%
4.64%
+57.4%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$34,928,000
+3.7%
227,395
+4.5%
3.96%
-1.0%
MBB BuyISHARES TRmbs etf$32,726,000
+3.8%
302,628
+3.9%
3.71%
-0.9%
EEMV BuyISHARES INCmsci emerg mrkt$27,534,000
+927.4%
439,349
+951.9%
3.12%
+881.4%
IBDN SellISHARES TRibonds dec22 etf$25,737,000
-35.5%
1,016,473
-35.3%
2.92%
-38.4%
AGG SellISHARES TRcore us aggbd et$25,337,000
-17.2%
220,646
-16.8%
2.87%
-20.9%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$23,969,000
-0.7%
239,452
+3.4%
2.72%
-5.1%
IEFA BuyISHARES TRcore msci eafe$23,779,000
+7.0%
320,252
+7.9%
2.70%
+2.2%
AAPL BuyAPPLE INC$18,351,000
+154.7%
129,689
+146.6%
2.08%
+143.3%
SCHM BuySCHWAB STRATEGIC TRus mid-cap etf$17,158,000
+0.2%
223,817
+2.3%
1.94%
-4.3%
VOO BuyVANGUARD INDEX FDS$16,321,000
+5.2%
41,382
+5.0%
1.85%
+0.5%
VTV BuyVANGUARD INDEX FDSvalue etf$14,950,000
+14.1%
110,440
+15.9%
1.70%
+9.0%
SLYV BuySPDR SER TRs&p 600 smcp val$13,163,000
-1.8%
160,598
+2.7%
1.49%
-6.2%
DEF BuyINVESCO EXCH TRD SLF IDX FDdefensive eqty$12,947,000
+1.9%
195,928
+1.6%
1.47%
-2.7%
IJR BuyISHARES TRcore s&p scp etf$12,877,000
+8.2%
117,932
+11.9%
1.46%
+3.3%
MSFT BuyMICROSOFT CORP$10,534,000
+26.2%
37,366
+21.3%
1.19%
+20.5%
UNH BuyUNITEDHEALTH GROUP INC$9,923,000
+0.1%
25,395
+2.6%
1.12%
-4.3%
SPEM BuySPDR INDEX SHS FDSportfolio emg mk$9,020,000
+3.4%
212,081
+10.6%
1.02%
-1.3%
VO BuyVANGUARD INDEX FDSmid cap etf$8,543,000
+20.1%
36,081
+20.4%
0.97%
+14.7%
ISTB BuyISHARES TRcore 1 5 yr usd$7,845,000
+196025.0%
153,609
+213245.8%
0.89%
VGT SellVANGUARD WORLD FDSinf tech etf$7,595,000
-12.4%
18,926
-13.0%
0.86%
-16.3%
RYH BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$6,991,000
+2.0%
23,444
+0.2%
0.79%
-2.6%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$6,884,000
+2.1%
46,485
+0.6%
0.78%
-2.5%
TGT BuyTARGET CORP$6,801,000
-3.9%
29,730
+1.5%
0.77%
-8.2%
JNJ BuyJOHNSON & JOHNSON$6,624,000
+10.2%
41,018
+12.4%
0.75%
+5.2%
MDT BuyMEDTRONIC PLC$6,166,000
+11.8%
49,190
+10.7%
0.70%
+6.7%
CMI BuyCUMMINS INC$5,984,000
-6.9%
26,648
+1.1%
0.68%
-11.1%
TXN BuyTEXAS INSTRS INC$5,970,000
+2.8%
31,058
+2.9%
0.68%
-1.7%
WFC BuyWELLS FARGO CO NEW$5,545,000
+74.4%
119,488
+70.3%
0.63%
+66.8%
BOND BuyPIMCO ETF TRactive bd etf$5,535,000
+5.2%
50,072
+5.6%
0.63%
+0.3%
AMZN BuyAMAZON COM INC$5,525,000
+2.4%
1,682
+7.2%
0.63%
-2.3%
LOW BuyLOWES COS INC$5,001,000
+9.4%
24,653
+4.6%
0.57%
+4.4%
PG BuyPROCTER AND GAMBLE CO$4,882,000
+9.4%
34,921
+5.6%
0.55%
+4.5%
CB BuyCHUBB LIMITED$4,807,000
+12.1%
27,711
+2.7%
0.54%
+7.1%
VZ BuyVERIZON COMMUNICATIONS INC$4,754,000
+0.2%
88,017
+4.0%
0.54%
-4.3%
ABT BuyABBOTT LABS$4,504,000
+5.4%
38,127
+3.5%
0.51%
+0.8%
TT BuyTRANE TECHNOLOGIES PLC$4,500,000
-5.9%
26,064
+0.4%
0.51%
-10.2%
KO BuyCOCA COLA CO$4,465,000
-0.3%
85,101
+2.8%
0.51%
-4.9%
DFS BuyDISCOVER FINL SVCS$4,283,000
+3.9%
34,866
+0.0%
0.48%
-0.8%
HON BuyHONEYWELL INTL INC$4,237,000
+2.9%
19,959
+6.4%
0.48%
-1.6%
USB BuyUS BANCORP DEL$4,154,000
+8.4%
69,893
+3.9%
0.47%
+3.5%
GAB SellGABELLI EQUITY TR INC$4,140,000
-17.9%
622,514
-14.9%
0.47%
-21.7%
ADP BuyAUTOMATIC DATA PROCESSING IN$4,102,000
+3.5%
20,516
+2.8%
0.46%
-1.1%
USHY BuyISHARES TRbroad usd high$4,013,000
+14.2%
96,692
+14.8%
0.46%
+9.1%
DOV BuyDOVER CORP$3,934,000
+5.6%
25,298
+2.2%
0.45%
+0.9%
INTC BuyINTEL CORP$3,928,000
-1.9%
73,721
+3.3%
0.44%
-6.3%
AOS BuySMITH A O CORP$3,634,000
-11.9%
59,505
+4.0%
0.41%
-15.7%
PPG BuyPPG INDS INC$3,456,000
-14.0%
24,167
+2.1%
0.39%
-17.8%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$3,461,000
+1.5%
33,268
+1.4%
0.39%
-3.2%
PFG BuyPRINCIPAL FINANCIAL GROUP IN$3,424,000
+7.9%
53,161
+5.9%
0.39%
+3.2%
TRV BuyTRAVELERS COMPANIES INC$3,357,000
+3.5%
22,082
+1.9%
0.38%
-1.0%
NUBD BuyNUSHARES ETF TRnuveen esg us$3,317,000
+129.1%
128,184
+130.8%
0.38%
+118.6%
SCHV BuySCHWAB STRATEGIC TRus lcap va etf$3,310,000
+1.4%
49,053
+2.8%
0.38%
-3.1%
XOM BuyEXXON MOBIL CORP$3,215,000
-4.1%
54,665
+2.9%
0.36%
-8.5%
IVV BuyISHARES TRcore s&p500 etf$3,202,000
+0.6%
7,433
+0.4%
0.36%
-4.0%
SWK BuySTANLEY BLACK & DECKER INC$3,184,000
-12.2%
18,160
+2.7%
0.36%
-16.0%
GOOG BuyALPHABET INCcap stk cl c$3,140,000
+34.5%
1,178
+26.5%
0.36%
+28.5%
GOVT BuyISHARES TRus treas bd etf$3,070,000
+42.7%
115,729
+43.1%
0.35%
+36.5%
AEP BuyAMERICAN ELEC PWR CO INC$3,045,000
+13.6%
37,509
+18.4%
0.34%
+8.5%
AFL BuyAFLAC INC$3,016,000
-0.3%
57,858
+2.6%
0.34%
-4.7%
WMT BuyWALMART INC$2,930,000
-0.7%
21,022
+0.4%
0.33%
-5.1%
LMBS SellFIRST TR EXCHANGE-TRADED FDfst low oppt eft$2,931,000
-17.9%
57,956
-17.3%
0.33%
-21.7%
ETN BuyEATON CORP PLC$2,924,000
+1.8%
19,585
+1.0%
0.33%
-2.9%
SCHZ SellSCHWAB STRATEGIC TRus aggregate b$2,803,000
-1.0%
51,662
-0.3%
0.32%
-5.4%
LMT BuyLOCKHEED MARTIN CORP$2,741,000
-4.6%
7,942
+4.6%
0.31%
-8.8%
PFE BuyPFIZER INC$2,731,000
+20.9%
63,502
+10.1%
0.31%
+15.7%
CSCO BuyCISCO SYS INC$2,728,000
+7.4%
50,122
+4.5%
0.31%
+2.3%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$2,677,000
+6.0%
9,808
+7.9%
0.30%
+1.0%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$2,663,000
+0.8%
35,875
+2.7%
0.30%
-3.5%
MMM Buy3M CO$2,646,000
-8.5%
15,085
+3.6%
0.30%
-12.5%
USIG BuyISHARES TRusd inv grde etf$2,528,000
+100.5%
42,070
+102.2%
0.29%
+91.3%
EMR BuyEMERSON ELEC CO$2,491,000
-1.6%
26,445
+0.5%
0.28%
-6.0%
AVGO SellBROADCOM INC$2,467,000
+1.3%
5,087
-0.4%
0.28%
-3.1%
FB BuyFACEBOOK INCcl a$2,444,000
+114.8%
7,202
+120.1%
0.28%
+105.2%
CE SellCELANESE CORP DEL$2,385,000
-1.8%
15,835
-1.1%
0.27%
-6.2%
PEP BuyPEPSICO INC$2,347,000
+1.5%
15,604
+0.0%
0.27%
-2.9%
FTSM BuyFIRST TR EXCHANGE-TRADED FDfirst tr enh new$2,287,000
+15.7%
38,151
+15.7%
0.26%
+10.2%
BIV BuyVANGUARD BD INDEX FDSintermed term$2,277,000
+12.8%
25,463
+13.5%
0.26%
+7.5%
MINT BuyPIMCO ETF TRenhan shrt ma ac$2,271,000
+19.1%
22,278
+19.1%
0.26%
+13.7%
CVS BuyCVS HEALTH CORP$2,172,000
+5.9%
25,591
+4.1%
0.25%
+1.2%
VTI  VANGUARD INDEX FDStotal stk mkt$2,170,000
-0.3%
9,7720.0%0.25%
-4.7%
MRK BuyMERCK & CO INC$2,140,000
+2.6%
28,496
+6.2%
0.24%
-2.0%
SNA BuySNAP ON INC$2,129,000
-5.8%
10,189
+0.7%
0.24%
-10.1%
IJH BuyISHARES TRcore s&p mcp etf$2,072,000
+0.8%
7,876
+2.9%
0.24%
-3.7%
BLK BuyBLACKROCK INC$2,021,000
-3.6%
2,410
+0.5%
0.23%
-8.0%
GIS BuyGENERAL MLS INC$1,989,000
-0.9%
33,248
+0.9%
0.22%
-5.5%
BAB BuyINVESCO EXCH TRADED FD TR IItaxable mun bd$1,965,000
+13.3%
59,695
+14.2%
0.22%
+8.3%
DUK BuyDUKE ENERGY CORP NEW$1,902,0000.0%19,492
+1.2%
0.22%
-4.4%
TSLA SellTESLA INC$1,877,000
+13.1%
2,421
-0.9%
0.21%
+8.1%
SHY BuyISHARES TR1 3 yr treas bd$1,849,000
+8.4%
21,462
+8.4%
0.21%
+4.0%
RY BuyROYAL BK CDA$1,755,000
-0.4%
17,644
+1.5%
0.20%
-4.8%
AMAT SellAPPLIED MATLS INC$1,745,000
-26.4%
13,556
-18.6%
0.20%
-29.5%
SPY BuySPDR S&P 500 ETF TRtr unit$1,700,000
+76.9%
3,962
+76.5%
0.19%
+69.3%
HD BuyHOME DEPOT INC$1,699,000
+90.0%
5,175
+84.7%
0.19%
+82.1%
PPL BuyPPL CORP$1,653,000
+0.2%
59,288
+0.5%
0.19%
-4.6%
CVX SellCHEVRON CORP NEW$1,567,000
-4.2%
15,447
-1.1%
0.18%
-8.2%
IBDM SellISHARES TRibonds dec21 etf$1,515,000
-0.9%
61,274
-0.7%
0.17%
-5.0%
JPM BuyJPMORGAN CHASE & CO$1,519,000
+5.8%
9,278
+0.5%
0.17%
+1.2%
D SellDOMINION ENERGY INC$1,497,000
-0.8%
20,497
-0.0%
0.17%
-5.0%
MLM BuyMARTIN MARIETTA MATLS INC$1,459,000
-1.0%
4,270
+1.9%
0.16%
-5.7%
ACGL BuyARCH CAP GROUP LTDord$1,432,000
-1.4%
37,503
+0.6%
0.16%
-5.8%
DHS  WISDOMTREE TRus high dividend$1,428,000
-1.6%
18,5460.0%0.16%
-5.8%
O BuyREALTY INCOME CORP$1,421,000
-1.9%
21,910
+0.9%
0.16%
-6.4%
BKNG BuyBOOKING HOLDINGS INC$1,424,000
+10.0%
600
+1.4%
0.16%
+4.5%
UL BuyUNILEVER PLCspon adr new$1,421,000
-1.9%
26,216
+5.9%
0.16%
-6.4%
ABBV BuyABBVIE INC$1,386,000
+2.7%
12,850
+7.3%
0.16%
-1.9%
DG BuyDOLLAR GEN CORP NEW$1,373,000
+1.0%
6,471
+2.9%
0.16%
-3.1%
HAS BuyHASBRO INC$1,379,000
-4.2%
15,460
+1.5%
0.16%
-8.8%
PYPL BuyPAYPAL HLDGS INC$1,324,000
+2.1%
5,088
+14.3%
0.15%
-2.6%
IHF SellISHARES TRus hlthcr pr etf$1,277,000
-6.0%
4,994
-2.0%
0.14%
-9.9%
MPW BuyMEDICAL PPTYS TRUST INC$1,266,000
+1.0%
63,064
+1.1%
0.14%
-3.4%
FISV BuyFISERV INC$1,270,000
+15.9%
11,705
+14.1%
0.14%
+10.8%
IR  INGERSOLL RAND INC$1,250,000
+3.3%
24,7940.0%0.14%
-1.4%
DIS BuyDISNEY WALT CO$1,162,000
-1.3%
6,867
+2.6%
0.13%
-5.7%
VMW BuyVMWARE INC$1,164,000
+18.2%
7,828
+27.1%
0.13%
+12.8%
VSGX BuyVANGUARD WORLD FDesg intl stk etf$1,151,000
+51.2%
18,643
+57.1%
0.13%
+44.4%
EA BuyELECTRONIC ARTS INC$1,142,000
+1.1%
8,031
+2.2%
0.13%
-3.7%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$1,123,000
+24.9%
13,706
+25.2%
0.13%
+18.7%
BAC SellBK OF AMERICA CORP$1,068,000
-1.2%
25,170
-4.0%
0.12%
-5.5%
PPT BuyPUTNAM PREMIER INCOME TRsh ben int$1,041,000
+1.1%
227,897
+3.1%
0.12%
-3.3%
VRTX BuyVERTEX PHARMACEUTICALS INC$1,029,000
+62.8%
5,671
+81.0%
0.12%
+56.0%
TRP BuyTC ENERGY CORP$950,000
+0.8%
19,760
+3.9%
0.11%
-3.6%
TSCO BuyTRACTOR SUPPLY CO$932,000
+13.4%
4,599
+4.1%
0.11%
+8.2%
T BuyAT&T INC$931,000
-3.7%
34,480
+2.6%
0.11%
-7.8%
IBDO BuyISHARES TRibonds dec23 etf$937,000
+23.0%
36,042
+23.3%
0.11%
+17.8%
COF BuyCAPITAL ONE FINL CORP$915,000
+11.0%
5,648
+6.1%
0.10%
+6.1%
GOOGL BuyALPHABET INCcap stk cl a$890,000
+158.7%
333
+136.2%
0.10%
+146.3%
YUM  YUM BRANDS INC$884,000
+6.4%
7,2260.0%0.10%
+1.0%
MCD BuyMCDONALDS CORP$857,000
+78.2%
3,554
+70.8%
0.10%
+70.2%
LH BuyLABORATORY CORP AMER HLDGS$846,000
+8.7%
3,007
+6.6%
0.10%
+4.3%
BA SellBOEING CO$851,000
-8.5%
3,869
-0.3%
0.10%
-12.7%
DHR  DANAHER CORPORATION$833,000
+13.5%
2,7370.0%0.09%
+8.0%
AZO SellAUTOZONE INC$827,000
+12.2%
487
-1.4%
0.09%
+8.0%
SBUX BuySTARBUCKS CORP$810,000
+2.0%
7,339
+3.3%
0.09%
-2.1%
IDXX  IDEXX LABS INC$810,000
-1.6%
1,3030.0%0.09%
-6.1%
OMCL SellOMNICELL COM$811,000
-5.4%
5,466
-3.4%
0.09%
-9.8%
SHM BuySPDR SER TRnuveen blmbrg sr$800,000
+11.4%
16,185
+11.7%
0.09%
+7.1%
FLRN BuySPDR SER TRblomberg brc inv$797,000
+5.3%
26,000
+5.3%
0.09%0.0%
FMB BuyFIRST TR EXCH TRADED FD IIImanagd mun etf$777,000
+11.5%
13,687
+12.4%
0.09%
+6.0%
RTX BuyRAYTHEON TECHNOLOGIES CORP$773,000
+9.5%
8,995
+8.7%
0.09%
+4.8%
CBRE SellCBRE GROUP INCcl a$778,000
+12.1%
7,992
-1.2%
0.09%
+7.3%
XEL SellXCEL ENERGY INC$765,000
-12.0%
12,248
-7.2%
0.09%
-15.5%
DHI SellD R HORTON INC$758,000
-8.2%
9,030
-1.2%
0.09%
-12.2%
BLD SellTOPBUILD CORP$762,000
-1.3%
3,720
-4.7%
0.09%
-6.5%
IBM BuyINTERNATIONAL BUSINESS MACHS$752,000
-2.1%
5,412
+3.2%
0.08%
-6.6%
UTG SellREAVES UTIL INCOME FD$731,000
-4.4%
22,302
-0.0%
0.08%
-8.8%
PRFT SellPERFICIENT INC$729,000
+3.0%
6,304
-28.4%
0.08%
-1.2%
AX SellAXOS FINANCIAL INC$727,000
+9.8%
14,102
-1.2%
0.08%
+3.8%
HYLB BuyDBX ETF TRxtrack usd high$719,000
-0.3%
17,938
+0.2%
0.08%
-4.7%
DE  DEERE & CO$700,000
-5.0%
2,0900.0%0.08%
-9.2%
EMB BuyISHARES TRjpmorgan usd emg$696,000
-2.1%
6,322
+0.0%
0.08%
-6.0%
SPYD BuySPDR SER TRprtflo s&p500 hi$696,000
+3.4%
17,780
+6.0%
0.08%
-1.2%
IEI SellISHARES TR3 7 yr treas bd$694,000
-3.2%
5,332
-2.9%
0.08%
-7.1%
UFPI SellUFP INDUSTRIES INC$690,000
-10.3%
10,150
-1.9%
0.08%
-14.3%
QQQ BuyINVESCO QQQ TRunit ser 1$677,000
+3.5%
1,893
+2.7%
0.08%
-1.3%
LDP SellCOHEN & STEERS LTD DURATION$678,000
-0.4%
24,858
-0.0%
0.08%
-4.9%
NKE BuyNIKE INCcl b$660,000
-4.9%
4,546
+1.2%
0.08%
-8.5%
CMCSA BuyCOMCAST CORP NEWcl a$624,000
+2.5%
11,161
+4.5%
0.07%
-1.4%
AMGN BuyAMGEN INC$630,000
-6.0%
2,964
+7.9%
0.07%
-11.2%
NUMV BuyNUSHARES ETF TRnuveen esg midvl$623,000
+75.0%
17,173
+74.8%
0.07%
+69.0%
GNTX BuyGENTEX CORP$621,000
+4.9%
18,830
+5.2%
0.07%0.0%
PSX BuyPHILLIPS 66$604,000
-2.1%
8,618
+19.8%
0.07%
-6.8%
ROST BuyROSS STORES INC$604,000
-7.1%
5,545
+5.7%
0.07%
-11.7%
IBDP  ISHARES TRibonds dec24 etf$582,000
-0.3%
22,1450.0%0.07%
-4.3%
EFIV BuySPDR SER TRs&p 500 esg etf$564,000
+81.4%
13,989
+80.5%
0.06%
+73.0%
CI SellCIGNA CORP NEW$567,000
-16.9%
2,832
-1.6%
0.06%
-21.0%
ULTA SellULTA BEAUTY INC$554,000
+3.7%
1,535
-0.6%
0.06%0.0%
BLV BuyVANGUARD BD INDEX FDSlong term bond$556,000
+24.1%
5,433
+24.8%
0.06%
+18.9%
ESGE BuyISHARES INCesg awr msci em$541,000
+31.6%
13,050
+43.3%
0.06%
+24.5%
NEE BuyNEXTERA ENERGY INC$540,000
+15.1%
6,873
+7.4%
0.06%
+8.9%
IVW SellISHARES TRs&p 500 grwt etf$523,000
-0.9%
7,070
-2.6%
0.06%
-6.3%
VUG  VANGUARD INDEX FDSgrowth etf$520,000
+1.2%
1,7910.0%0.06%
-3.3%
MA BuyMASTERCARD INCORPORATEDcl a$510,000
-0.2%
1,468
+4.9%
0.06%
-4.9%
NUSC BuyNUSHARES ETF TRnuveen esg smlcp$511,000
+65.9%
11,755
+72.4%
0.06%
+56.8%
HSY BuyHERSHEY CO$514,000
+2.2%
3,035
+5.2%
0.06%
-3.3%
V BuyVISA INC$512,000
+6.2%
2,298
+11.4%
0.06%
+1.8%
LLY BuyLILLY ELI & CO$500,000
+13.9%
2,162
+13.1%
0.06%
+9.6%
PFF  ISHARES TRpfd and incm sec$502,000
-1.2%
12,9250.0%0.06%
-5.0%
CHKP BuyCHECK POINT SOFTWARE TECH LTord$501,000
+15.2%
4,436
+18.5%
0.06%
+9.6%
LHX SellL3HARRIS TECHNOLOGIES INC$491,000
+0.4%
2,230
-1.4%
0.06%
-3.4%
UNP  UNION PAC CORP$488,000
-10.9%
2,4910.0%0.06%
-15.4%
PZA BuyINVESCO EXCH TRADED FD TR IInatl amt muni$483,000
+9.3%
17,980
+10.9%
0.06%
+5.8%
ALLE  ALLEGION PLC$474,000
-5.2%
3,5860.0%0.05%
-8.5%
MGRC SellMCGRATH RENTCORP$479,000
-12.9%
6,660
-1.3%
0.05%
-16.9%
IXC BuyISHARES TRglobal energ etf$471,000
+28.0%
17,525
+26.5%
0.05%
+20.5%
FANG SellDIAMONDBACK ENERGY INC$462,000
-1.7%
4,882
-2.4%
0.05%
-7.1%
IAU BuyGOLD TRishares new$460,000
+2.2%
13,764
+3.1%
0.05%
-1.9%
VEA BuyVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$447,000
+18.6%
8,848
+20.8%
0.05%
+13.3%
CERN BuyCERNER CORP$450,000
-5.7%
6,380
+4.6%
0.05%
-10.5%
IBDQ  ISHARES TRibonds dec25 etf$445,000
-0.7%
16,5860.0%0.05%
-5.7%
SPYX BuySPDR SER TRspdr s&p 500 etf$424,000
+82.0%
3,987
+81.7%
0.05%
+71.4%
EVV BuyEATON VANCE LTD DURATION INC$427,000
+8.7%
32,389
+9.3%
0.05%
+2.1%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$411,000
-1.9%
10.0%0.05%
-6.0%
YUMC  YUM CHINA HLDGS INC$419,000
-12.3%
7,2170.0%0.05%
-17.5%
COST BuyCOSTCO WHSL CORP NEW$410,000
+18.8%
913
+4.8%
0.05%
+12.2%
LQD  ISHARES TRiboxx inv cp etf$384,000
-1.0%
2,8870.0%0.04%
-4.3%
PRU BuyPRUDENTIAL FINL INC$375,000
+2.7%
3,565
+0.1%
0.04%0.0%
HYMB BuySPDR SER TRnuveen bbg brcly$383,000
+10.7%
6,384
+12.1%
0.04%
+4.9%
SMMU BuyPIMCO ETF TRshtrm mun bd act$383,000
+11.7%
7,469
+12.1%
0.04%
+4.9%
ORCL BuyORACLE CORP$372,000
+33.8%
4,271
+19.4%
0.04%
+27.3%
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$367,000
+2958.3%
505
+3056.2%
0.04%
+4100.0%
MDY BuySPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$367,000
+68.3%
763
+71.8%
0.04%
+61.5%
IWR BuyISHARES TRrus mid cap etf$359,000
+0.3%
4,592
+1.5%
0.04%
-2.4%
MERC  MERCER INTL INC$357,000
-9.2%
30,8320.0%0.04%
-14.9%
QUAL  ISHARES TRmsci usa qlt fct$353,000
-0.8%
2,6820.0%0.04%
-4.8%
FAST BuyFASTENAL CO$349,000
+0.3%
6,760
+1.1%
0.04%
-2.4%
HRL BuyHORMEL FOODS CORP$345,000
+34400.0%
8,421
+36513.0%
0.04%
IWM  ISHARES TRrussell 2000 etf$347,000
-4.7%
1,5880.0%0.04%
-9.3%
CYRX BuyCRYOPORT INC$346,000
+9.5%
5,201
+4.0%
0.04%
+2.6%
AVUS  AMERICAN CENTY ETF TRus eqt etf$343,000
-0.6%
4,6550.0%0.04%
-4.9%
KMB  KIMBERLY-CLARK CORP$334,000
-0.9%
2,5220.0%0.04%
-5.0%
XSOE SellWISDOMTREE TRem ex st-owned$332,000
-98.9%
8,887
-98.8%
0.04%
-98.9%
GLD SellSPDR GOLD TR$338,000
-25.7%
2,059
-25.0%
0.04%
-29.6%
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$321,000
+7.0%
9,784
+8.7%
0.04%0.0%
DSI  ISHARES TRmsci kld400 soc$317,000
+0.3%
3,8130.0%0.04%
-5.3%
XLI  SELECT SECTOR SPDR TRsbi int-inds$306,000
-4.4%
3,1250.0%0.04%
-7.9%
AXON  AXON ENTERPRISE INC$307,000
-1.0%
1,7530.0%0.04%
-5.4%
WHR  WHIRLPOOL CORP$311,000
-6.3%
1,5240.0%0.04%
-10.3%
CWI  SPDR INDEX SHS FDSmsci acwi exus$305,000
-4.1%
10,5350.0%0.04%
-7.9%
REM BuyISHARES TRmortge rel etf$297,000
-2.3%
8,202
+0.2%
0.03%
-5.6%
MUNI BuyPIMCO ETF TRinter mun bd act$303,000
+14.8%
5,375
+15.6%
0.03%
+9.7%
MSB SellMESABI TRctf ben int$297,000
-30.1%
10,000
-16.7%
0.03%
-32.0%
XLK BuySELECT SECTOR SPDR TRtechnology$290,000
+202.1%
1,943
+198.9%
0.03%
+200.0%
DVYE SellISHARES INCem mkts div etf$278,000
-0.7%
7,148
-1.0%
0.03%
-3.0%
ECL BuyECOLAB INC$279,000
+298.6%
1,339
+295.0%
0.03%
+300.0%
NFLX BuyNETFLIX INC$274,000
+20.7%
449
+4.4%
0.03%
+14.8%
ADBE BuyADOBE SYSTEMS INCORPORATED$265,000
+31.2%
461
+33.6%
0.03%
+25.0%
DRI SellDARDEN RESTAURANTS INC$258,000
+0.8%
1,703
-2.7%
0.03%
-3.3%
ADI BuyANALOG DEVICES INC$257,000
+0.8%
1,532
+3.3%
0.03%
-3.3%
SCHK  SCHWAB STRATEGIC TR1000 index etf$257,0000.0%6,0310.0%0.03%
-6.5%
ISRG BuyINTUITIVE SURGICAL INC$251,000
+16.7%
252
+7.7%
0.03%
+7.7%
EFA  ISHARES TRmsci eafe etf$251,000
-1.2%
3,2160.0%0.03%
-6.7%
FREL SellFIDELITY COVINGTON TRUSTmsci rl est etf$246,000
-92.0%
8,095
-92.0%
0.03%
-92.3%
VOT  VANGUARD INDEX FDSmcap gr idxvip$247,0000.0%1,0460.0%0.03%
-3.4%
MDYG  SPDR SER TRs&p 400 mdcp grw$249,000
-2.7%
3,2970.0%0.03%
-6.7%
FIBK  FIRST INTST BANCSYSTEM INC$242,000
-3.6%
6,0000.0%0.03%
-10.0%
COMT  ISHARES U S ETF TRgsci cmdty stgy$242,000
+3.9%
6,7600.0%0.03%
-3.6%
IBDR  ISHARES TRibonds dec2026$225,000
-0.4%
8,4930.0%0.03%
-3.7%
IDOG BuyALPS ETF TRintl sec dv dog$228,000
+4.1%
8,330
+6.7%
0.03%0.0%
AOD BuyABERDEEN TOTAL DYNAMIC DIVD$217,000
-4.4%
22,290
+0.1%
0.02%
-7.4%
NewGENERAL ELECTRIC CO$213,0002,063
+100.0%
0.02%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$206,000
+4.6%
1,0680.0%0.02%0.0%
MLHR  MILLER HERMAN INC$201,000
-19.9%
5,3250.0%0.02%
-23.3%
MAS BuyMASCO CORP$190,000
-3.1%
3,423
+2.9%
0.02%
-4.3%
XLB  SELECT SECTOR SPDR TRsbi materials$198,000
-3.9%
2,5000.0%0.02%
-8.3%
SDG  ISHARES TRmsci global imp$195,000
-3.5%
2,0320.0%0.02%
-8.3%
NFJ SellVIRTUS DIVIDEND INTEREST & P$190,000
-1.6%
12,806
-0.2%
0.02%
-4.3%
INTU SellINTUIT$186,000
+8.8%
344
-1.4%
0.02%
+5.0%
SO BuySOUTHERN CO$181,000
+2.3%
2,922
+0.0%
0.02%0.0%
MCHP  MICROCHIP TECHNOLOGY INC.$187,000
+2.7%
1,2180.0%0.02%
-4.5%
MS BuyMORGAN STANLEY$189,000
+6.2%
1,938
+0.1%
0.02%0.0%
OGE SellOGE ENERGY CORP$180,000
-17.1%
5,451
-15.5%
0.02%
-23.1%
NVDA BuyNVIDIA CORPORATION$178,000
+0.6%
861
+289.6%
0.02%
-4.8%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$179,000
-5.3%
1,000
-5.3%
0.02%
-9.1%
IBTF NewISHARES TRibonds 25 trm ts$174,0006,799
+100.0%
0.02%
IBTE NewISHARES TRibonds 24 trm ts$175,0006,797
+100.0%
0.02%
JPST  J P MORGAN EXCHANGE-TRADED Fultra shrt inc$180,0000.0%3,5480.0%0.02%
-4.8%
IIPR BuyINNOVATIVE INDL PPTYS INC$179,000
+20.9%
776
+0.1%
0.02%
+11.1%
LNT  ALLIANT ENERGY CORP$166,0000.0%2,9720.0%0.02%
-5.0%
ACN BuyACCENTURE PLC IRELAND$170,000
+63.5%
530
+50.6%
0.02%
+58.3%
ES  EVERSOURCE ENERGY$168,000
+2.4%
2,0490.0%0.02%0.0%
VBR  VANGUARD INDEX FDSsm cp val etf$172,000
-2.3%
1,0160.0%0.02%
-9.5%
EEM  ISHARES TRmsci emg mkt etf$159,000
-8.6%
3,1640.0%0.02%
-14.3%
IBDS  ISHARES TRibonds 27 etf$159,0000.0%5,8900.0%0.02%
-5.3%
EPD  ENTERPRISE PRODS PARTNERS L$162,000
-10.0%
7,4800.0%0.02%
-14.3%
VPU  VANGUARD WORLD FDSutilities etf$159,0000.0%1,1440.0%0.02%
-5.3%
QCOM BuyQUALCOMM INC$162,000
+50.0%
1,258
+66.0%
0.02%
+38.5%
FPX  FIRST TR EXCHANGE TRADED FDus eqty oppt etf$152,000
-3.2%
1,2290.0%0.02%
-10.5%
WSM  WILLIAMS SONOMA INC$154,000
+10.8%
8690.0%0.02%
+6.2%
ZTS BuyZOETIS INCcl a$152,000
+35.7%
781
+29.5%
0.02%
+30.8%
XYL BuyXYLEM INC$151,000
+12.7%
1,220
+9.1%
0.02%
+6.2%
BMY BuyBRISTOL-MYERS SQUIBB CO$147,000
-11.4%
2,489
+0.1%
0.02%
-15.0%
CRM BuySALESFORCE COM INC$151,000
+54.1%
557
+39.2%
0.02%
+41.7%
IEMG BuyISHARES INCcore msci emkt$140,000
-7.9%
2,273
+0.2%
0.02%
-11.1%
MMC  MARSH & MCLENNAN COS INC$143,000
+7.5%
9470.0%0.02%0.0%
SWKS  SKYWORKS SOLUTIONS INC$142,000
-13.9%
8590.0%0.02%
-20.0%
AEE  AMEREN CORP$142,000
+1.4%
1,7540.0%0.02%
-5.9%
MUB BuyISHARES TRnational mun etf$137,000
+121.0%
1,183
+122.0%
0.02%
+128.6%
IVE  ISHARES TRs&p 500 val etf$141,000
-1.4%
9660.0%0.02%
-5.9%
AVDE  AMERICAN CENTY ETF TRintl eqt etf$140,000
-1.4%
2,2460.0%0.02%
-5.9%
FDX  FEDEX CORP$145,000
-26.4%
6600.0%0.02%
-30.4%
AXP BuyAMERICAN EXPRESS CO$137,000
+15.1%
816
+13.2%
0.02%
+14.3%
VYM SellVANGUARD WHITEHALL FDShigh div yld$143,000
-12.3%
1,380
-11.2%
0.02%
-15.8%
F BuyFORD MTR CO DEL$137,000
+251.3%
9,661
+266.2%
0.02%
+220.0%
SDY  SPDR SER TRs&p divid etf$131,000
-3.7%
1,1130.0%0.02%
-6.2%
ROBT  FIRST TR EXCHANGE-TRADED FDnasdq artfcial$129,000
-0.8%
2,3980.0%0.02%0.0%
SKYY  FIRST TR EXCHANGE TRADED FD$136,0000.0%1,2870.0%0.02%
-6.2%
SCZ NewISHARES TReafe sml cp etf$131,0001,760
+100.0%
0.02%
IJK SellISHARES TRs&p mc 400gr etf$135,000
-11.8%
1,705
-10.0%
0.02%
-16.7%
ITW  ILLINOIS TOOL WKS INC$128,000
-7.9%
6200.0%0.02%
-6.2%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$129,000
-7.2%
2,8400.0%0.02%
-6.2%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$128,000
+21.9%
1,356
+23.3%
0.02%
+25.0%
ALL  ALLSTATE CORP$122,000
-2.4%
9560.0%0.01%
-6.7%
MCO  MOODYS CORP$124,000
-2.4%
3500.0%0.01%
-6.7%
NTES BuyNETEASE INCsponsored ads$126,000
-24.1%
1,470
+2.1%
0.01%
-30.0%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$120,000
+313.8%
2,403
+348.3%
0.01%
+366.7%
TSN BuyTYSON FOODS INCcl a$125,000
+6.8%
1,584
+0.1%
0.01%0.0%
EAGG  ISHARES TResg awr us agrgt$127,000
-0.8%
2,3060.0%0.01%
-6.7%
ARCC  ARES CAPITAL CORP$117,000
+4.5%
5,7320.0%0.01%0.0%
APD BuyAIR PRODS & CHEMS INC$119,000
+260.6%
466
+301.7%
0.01%
+225.0%
ADSK BuyAUTODESK INC$116,000
+24.7%
406
+26.9%
0.01%
+18.2%
TLRY  TILRAY INC$113,000
-37.6%
10,0150.0%0.01%
-38.1%
QAI SellINDEXIQ ETF TRhedge mlti etf$119,000
-12.5%
3,743
-11.0%
0.01%
-18.8%
COP BuyCONOCOPHILLIPS$116,000
+38.1%
1,717
+24.4%
0.01%
+30.0%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$117,000
-4.1%
1,9190.0%0.01%
-7.1%
AVEM  AMERICAN CENTY ETF TRavantis emgmkt$113,000
-7.4%
1,7510.0%0.01%
-7.1%
IDA  IDACORP INC$107,000
+5.9%
1,0370.0%0.01%0.0%
OHI BuyOMEGA HEALTHCARE INVS INC$108,000
-16.9%
3,607
+1.0%
0.01%
-20.0%
PM  PHILIP MORRIS INTL INC$107,000
-4.5%
1,1320.0%0.01%
-7.7%
RA  BROOKFIELD REAL ASSETS INCOM$105,000
-4.5%
5,0000.0%0.01%
-7.7%
RUTH NewRUTHS HOSPITALITY GROUP INC$104,0005,000
+100.0%
0.01%
WEC SellWEC ENERGY GROUP INC$102,000
-46.9%
1,158
-46.3%
0.01%
-47.8%
USA BuyLIBERTY ALL STAR EQUITY FDsh ben int$103,000
-4.6%
12,006
+0.1%
0.01%
-7.7%
ILMN BuyILLUMINA INC$103,000
+2.0%
254
+19.2%
0.01%0.0%
VNQ SellVANGUARD INDEX FDSreal estate etf$102,000
-3.8%
998
-3.7%
0.01%
-7.7%
KR  KROGER CO$110,000
+5.8%
2,7220.0%0.01%0.0%
AMP  AMERIPRISE FINL INC$108,000
+5.9%
4100.0%0.01%0.0%
TTC  TORO CO$100,000
-11.5%
1,0280.0%0.01%
-15.4%
GD  GENERAL DYNAMICS CORP$93,000
+4.5%
4730.0%0.01%0.0%
KOMP NewSPDR SER TRs&p kensho new$95,0001,568
+100.0%
0.01%
AFG  AMERICAN FINL GROUP INC OHIO$100,000
+1.0%
7930.0%0.01%
-8.3%
MCK  MCKESSON CORP$96,000
+4.3%
4820.0%0.01%0.0%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$97,000
+24.4%
3,168
+33.3%
0.01%
+22.2%
WM BuyWASTE MGMT INC DEL$99,000
+25.3%
662
+17.8%
0.01%
+22.2%
CAT SellCATERPILLAR INC$94,000
-26.6%
490
-16.8%
0.01%
-26.7%
PLD BuyPROLOGIS INC.$93,000
+13.4%
739
+7.3%
0.01%
+10.0%
CMA  COMERICA INC$93,000
+12.0%
1,1580.0%0.01%
+10.0%
FTV BuyFORTIVE CORP$94,000
+9.3%
1,331
+8.1%
0.01%
+10.0%
SYY BuySYSCO CORP$100,000
+47.1%
1,279
+46.8%
0.01%
+37.5%
MDU  MDU RES GROUP INC$101,000
-5.6%
3,4080.0%0.01%
-15.4%
SAP BuySAP SEspon adr$88,000
+8.6%
652
+12.4%
0.01%0.0%
GTY  GETTY RLTY CORP NEW$84,000
-5.6%
2,8500.0%0.01%
-9.1%
DEO BuyDIAGEO PLCspon adr new$84,000
+6.3%
434
+5.1%
0.01%
+11.1%
AJG  GALLAGHER ARTHUR J & CO$92,000
+5.7%
6180.0%0.01%0.0%
VFH SellVANGUARD WORLD FDSfinancials etf$86,000
-18.9%
933
-20.5%
0.01%
-23.1%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$89,000
+18.7%
795
+27.0%
0.01%
+11.1%
USMV  ISHARES TRmsci usa min vol$84,0000.0%1,1410.0%0.01%0.0%
PEAK SellHEALTHPEAK PROPERTIES INC$92,000
-11.5%
2,761
-11.8%
0.01%
-16.7%
XLU BuySELECT SECTOR SPDR TRsbi int-utils$77,000
+140.6%
1,199
+139.8%
0.01%
+125.0%
SLYG  SPDR SER TRs&p 600 smcp grw$77,000
-1.3%
8840.0%0.01%0.0%
EHC  ENCOMPASS HEALTH CORP$75,000
-3.8%
1,0000.0%0.01%0.0%
MO SellALTRIA GROUP INC$83,000
-12.6%
1,819
-8.7%
0.01%
-18.2%
LIN BuyLINDE PLC$80,000
+40.4%
271
+37.6%
0.01%
+28.6%
VOE BuyVANGUARD INDEX FDSmcap vl idxvip$80,000
+21.2%
570
+22.1%
0.01%
+12.5%
XLF  SELECT SECTOR SPDR TRfinancial$75,000
+2.7%
2,0000.0%0.01%0.0%
CDXS  CODEXIS INC$81,000
+2.5%
3,5000.0%0.01%0.0%
GPC  GENUINE PARTS CO$79,000
-3.7%
6500.0%0.01%
-10.0%
CTSH BuyCOGNIZANT TECHNOLOGY SOLUTIOcl a$75,000
+8.7%
1,006
+0.4%
0.01%
+12.5%
ADM SellARCHER DANIELS MIDLAND CO$75,000
-16.7%
1,246
-16.0%
0.01%
-18.2%
COO BuyCOOPER COS INC$81,000
+12.5%
197
+8.8%
0.01%0.0%
CSX  CSX CORP$80,000
-7.0%
2,6770.0%0.01%
-10.0%
THO  THOR INDS INC$68,000
+7.9%
5550.0%0.01%
+14.3%
TIP BuyISHARES TRtips bd etf$72,000
+1.4%
564
+1.4%
0.01%0.0%
AMT BuyAMERICAN TOWER CORP NEW$70,000
+100.0%
262
+103.1%
0.01%
+100.0%
VOD SellVODAFONE GROUP PLC NEWsponsored adr$70,000
-11.4%
4,500
-2.4%
0.01%
-11.1%
ALB  ALBEMARLE CORP$69,000
+30.2%
3170.0%0.01%
+33.3%
BP SellBP PLCsponsored adr$68,0000.0%2,477
-3.9%
0.01%0.0%
ILCB  ISHARES TRmorningstr us eq$74,0000.0%1,2220.0%0.01%
-11.1%
SYK BuySTRYKER CORPORATION$74,000
+57.4%
280
+55.6%
0.01%
+33.3%
HSIC  HENRY SCHEIN INC$74,000
+2.8%
9740.0%0.01%
-11.1%
TMO BuyTHERMO FISHER SCIENTIFIC INC$73,000
+43.1%
127
+24.5%
0.01%
+33.3%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$73,000
+32.7%
494
+102.5%
0.01%
+14.3%
AVY  AVERY DENNISON CORP$68,000
-1.4%
3270.0%0.01%0.0%
CARR BuyCARRIER GLOBAL CORPORATION$61,000
+84.8%
1,183
+73.2%
0.01%
+75.0%
PGX BuyINVESCO EXCH TRADED FD TR IIpfd etf$64,000
+52.4%
4,242
+54.7%
0.01%
+40.0%
PEG  PUBLIC SVC ENTERPRISE GRP IN$64,000
+1.6%
1,0530.0%0.01%0.0%
ESML  ISHARES TResg aware msci$59,000
-3.3%
1,5000.0%0.01%0.0%
SCHW BuySCHWAB CHARLES CORP$59,000
+181.0%
815
+178.2%
0.01%
+250.0%
OTTR BuyOTTER TAIL CORP$61,000
+24.5%
1,090
+9.0%
0.01%
+16.7%
CL BuyCOLGATE PALMOLIVE CO$65,000
-7.1%
855
+0.1%
0.01%
-12.5%
MAR  MARRIOTT INTL INC NEWcl a$64,000
+8.5%
4320.0%0.01%0.0%
NTRS BuyNORTHERN TR CORP$59,000
+28.3%
544
+36.0%
0.01%
+40.0%
TFC BuyTRUIST FINL CORP$65,000
+6.6%
1,102
+0.1%
0.01%0.0%
GSK  GLAXOSMITHKLINE PLCsponsored adr$59,000
-4.8%
1,5510.0%0.01%0.0%
VB  VANGUARD INDEX FDSsmall cp etf$60,000
-3.2%
2750.0%0.01%0.0%
TEAM BuyATLASSIAN CORP PLCcl a$63,000
+61.5%
161
+5.2%
0.01%
+40.0%
CNP  CENTERPOINT ENERGY INC$60,0000.0%2,4380.0%0.01%0.0%
LULU  LULULEMON ATHLETICA INC$63,000
+10.5%
1560.0%0.01%0.0%
ASML BuyASML HOLDING N V$64,000
+56.1%
86
+43.3%
0.01%
+40.0%
NVO BuyNOVO-NORDISK A Sadr$65,000
+54.8%
672
+34.4%
0.01%
+40.0%
HSBC  HSBC HLDGS PLCspon adr new$58,000
-9.4%
2,2110.0%0.01%
-12.5%
KLAC  KLA CORP$53,000
+3.9%
1570.0%0.01%0.0%
BDX  BECTON DICKINSON & CO$55,0000.0%2250.0%0.01%
-14.3%
Y  ALLEGHANY CORP MD$54,000
-5.3%
860.0%0.01%
-14.3%
BSCN  INVESCO EXCH TRD SLF IDX FD$52,0000.0%2,4050.0%0.01%0.0%
CME  CME GROUP INC$52,000
-10.3%
2710.0%0.01%
-14.3%
TRMB BuyTRIMBLE INC$57,000
+29.5%
697
+29.1%
0.01%
+20.0%
FFIV  F5 NETWORKS INC$52,000
+6.1%
2620.0%0.01%0.0%
SPSB  SPDR SER TRportfolio short$50,0000.0%1,5980.0%0.01%0.0%
MDLZ SellMONDELEZ INTL INCcl a$55,000
-23.6%
949
-17.4%
0.01%
-33.3%
NNN BuyNATIONAL RETAIL PROPERTIES I$55,000
-8.3%
1,280
+0.2%
0.01%
-14.3%
UPS BuyUNITED PARCEL SERVICE INCcl b$55,000
-3.5%
300
+10.3%
0.01%
-14.3%
TJX BuyTJX COS INC NEW$50,000
+400.0%
762
+394.8%
0.01%
+500.0%
NewLUCID GROUP INC$51,0002,000
+100.0%
0.01%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$56,000
+75.0%
537
+74.9%
0.01%
+50.0%
NVS SellNOVARTIS AGsponsored adr$53,000
-17.2%
643
-8.7%
0.01%
-25.0%
ANET BuyARISTA NETWORKS INC$50,000
+11.1%
145
+16.0%
0.01%
+20.0%
BRSP BuyBRIGHTSPIRE CAPITAL INC$51,000
+1600.0%
5,394
+1698.0%
0.01%
AZN BuyASTRAZENECA PLCsponsored adr$51,000
+27.5%
842
+27.4%
0.01%
+20.0%
SH BuyPROSHARES TRshort s&p 500 ne$47,000
+14.6%
3,099
+17.3%
0.01%0.0%
NOW BuySERVICENOW INC$42,000
+281.8%
68
+240.0%
0.01%
+400.0%
PML NewPIMCO MUN INCOME FD II$43,0002,900
+100.0%
0.01%
OTIS BuyOTIS WORLDWIDE CORP$48,000
+77.8%
578
+76.2%
0.01%
+66.7%
SQ  SQUARE INCcl a$43,000
-2.3%
1790.0%0.01%0.0%
STAG BuySTAG INDL INC$44,000
+109.5%
1,113
+100.2%
0.01%
+150.0%
ENB BuyENBRIDGE INC$47,000
+2.2%
1,177
+2.1%
0.01%0.0%
GILD BuyGILEAD SCIENCES INC$47,000
+2.2%
670
+0.3%
0.01%0.0%
ZBH  ZIMMER BIOMET HOLDINGS INC$45,000
-10.0%
3100.0%0.01%
-16.7%
NET BuyCLOUDFLARE INC$48,000
+6.7%
426
+0.2%
0.01%0.0%
CLX BuyCLOROX CO DEL$41,000
+4000.0%
250
+6150.0%
0.01%
CII  BLACKROCK ENHANCD CAP & INM$48,000
-2.0%
2,3670.0%0.01%
-16.7%
MYD NewBLACKROCK MUNIYIELD FD INC$45,0003,000
+100.0%
0.01%
ETSY BuyETSY INC$42,000
+2.4%
201
+0.5%
0.01%0.0%
BMI NewBADGER METER INC$40,000400
+100.0%
0.01%
SGEN  SEAGEN INC$47,000
+9.3%
2750.0%0.01%0.0%
MPC  MARATHON PETE CORP$43,000
+2.4%
7000.0%0.01%0.0%
TMUS  T-MOBILE US INC$43,000
-12.2%
3360.0%0.01%
-16.7%
ITT  ITT INC$43,000
-6.5%
5000.0%0.01%0.0%
DGP  DEUTSCHE BK AG LONDON BRHdb gold dbl lng$46,000
-2.1%
1,2660.0%0.01%
-16.7%
VV  VANGUARD INDEX FDSlarge cap etf$44,0000.0%2200.0%0.01%0.0%
FDL NewFIRST TR MORNINGSTAR DIVID L$48,0001,470
+100.0%
0.01%
C BuyCITIGROUP INC$40,000
+21.2%
564
+20.0%
0.01%
+25.0%
MDB BuyMONGODB INCcl a$48,000
+33.3%
101
+1.0%
0.01%
+25.0%
IIVI SellII-VI INC$43,000
-20.4%
720
-3.4%
0.01%
-16.7%
MU  MICRON TECHNOLOGY INC$41,000
-16.3%
5740.0%0.01%
-16.7%
VBK  VANGUARD INDEX FDSsml cp grw etf$47,000
-2.1%
1660.0%0.01%
-16.7%
SPLV  INVESCO EXCH TRADED FD TR IIs&p500 low vol$43,0000.0%7020.0%0.01%0.0%
RCD  INVESCO EXCHANGE TRADED FD Ts&p500 eql dis$48,000
-2.0%
3300.0%0.01%
-16.7%
SHOP  SHOPIFY INCcl a$41,000
-6.8%
300.0%0.01%0.0%
PII BuyPOLARIS INC$36,000
-10.0%
301
+3.8%
0.00%
-20.0%
EVGO NewEVGO INC$33,0004,000
+100.0%
0.00%
TTD SellTHE TRADE DESK INC$32,000
-23.8%
461
-14.2%
0.00%
-20.0%
EIX  EDISON INTL$33,000
-2.9%
5940.0%0.00%0.0%
FIS  FIDELITY NATL INFORMATION SV$38,000
-13.6%
3120.0%0.00%
-20.0%
DD SellDUPONT DE NEMOURS INC$31,000
-16.2%
460
-4.6%
0.00%0.0%
DXCM  DEXCOM INC$35,000
+29.6%
640.0%0.00%
+33.3%
DAL BuyDELTA AIR LINES INC DEL$34,000
+3.0%
793
+3.9%
0.00%0.0%
CCI SellCROWN CASTLE INTL CORP NEW$39,000
-20.4%
226
-9.6%
0.00%
-33.3%
IT BuyGARTNER INC$35,000
+1650.0%
116
+1350.0%
0.00%
VSS BuyVANGUARD INTL EQUITY INDEX Fftse smcap etf$39,000
+1850.0%
295
+1866.7%
0.00%
HPQ  HP INC$31,000
-8.8%
1,1250.0%0.00%0.0%
SNAP SellSNAP INCcl a$37,000
+2.8%
500
-4.8%
0.00%0.0%
JKHY  HENRY JACK & ASSOC INC$32,0000.0%1940.0%0.00%0.0%
HOLX  HOLOGIC INC$32,000
+10.3%
4280.0%0.00%
+33.3%
SCHP NewSCHWAB STRATEGIC TRus tips etf$39,000618
+100.0%
0.00%
CHD  CHURCH & DWIGHT INC$33,000
-2.9%
4040.0%0.00%0.0%
CMG  CHIPOTLE MEXICAN GRILL INC$31,000
+19.2%
170.0%0.00%
+33.3%
CSR  CENTERSPACE$35,000
+20.7%
3700.0%0.00%
+33.3%
VTRS BuyVIATRIS INC$36,000
+100.0%
2,640
+114.5%
0.00%
+100.0%
AVA  AVISTA CORP$39,000
-9.3%
1,0000.0%0.00%
-20.0%
ALE SellALLETE INC$32,000
-70.4%
543
-64.8%
0.00%
-69.2%
ITOT  ISHARES TRcore s&p ttl stk$31,0000.0%3180.0%0.00%0.0%
BTI BuyBRITISH AMERN TOB PLCsponsored adr$36,000
+16.1%
1,025
+30.9%
0.00%0.0%
TBF BuyPROSHARES TRshrt 20+yr tre$34,000
+30.8%
2,057
+31.9%
0.00%
+33.3%
PNC  PNC FINL SVCS GROUP INC$38,000
+2.7%
1920.0%0.00%0.0%
RYN  RAYONIER INC$34,000
-2.9%
9640.0%0.00%0.0%
QLTA  ISHARES TRa rate cp bd etf$39,0000.0%6850.0%0.00%
-20.0%
IYLD  ISHARES TRmrngstr inc etf$31,0000.0%1,2790.0%0.00%0.0%
RBC  REGAL BELOIT CORP$38,000
+15.2%
2500.0%0.00%0.0%
ROKU  ROKU INC$35,000
-31.4%
1110.0%0.00%
-33.3%
KKR NewKKR & CO INC$37,000600
+100.0%
0.00%
BAX SellBAXTER INTL INC$33,0000.0%412
-0.2%
0.00%0.0%
SEDG  SOLAREDGE TECHNOLOGIES INC$27,000
-3.6%
1000.0%0.00%0.0%
SHW  SHERWIN WILLIAMS CO$23,000
+4.5%
810.0%0.00%0.0%
EFZ BuyPROSHARES TR$23,000
+9.5%
1,265
+9.0%
0.00%
+50.0%
HE  HAWAIIAN ELEC INDUSTRIES$26,000
-3.7%
6300.0%0.00%0.0%
FVRR  FIVERR INTL LTD$29,000
-25.6%
1600.0%0.00%
-40.0%
PINS SellPINTEREST INCcl a$25,000
-41.9%
500
-7.7%
0.00%
-40.0%
THC  TENET HEALTHCARE CORP$28,0000.0%4160.0%0.00%0.0%
URI  UNITED RENTALS INC$29,000
+7.4%
840.0%0.00%0.0%
DOCU  DOCUSIGN INC$30,000
-9.1%
1180.0%0.00%
-25.0%
KMI  KINDER MORGAN INC DEL$28,000
-6.7%
1,6520.0%0.00%
-25.0%
JPS NewNUVEEN PFD & INCM SECURTIES$25,0002,500
+100.0%
0.00%
MAC  MACERICH CO$23,000
-8.0%
1,3600.0%0.00%0.0%
KBE NewSPDR SER TRs&p bk etf$26,000500
+100.0%
0.00%
COR BuyCORESITE RLTY CORP$27,000
+350.0%
194
+340.9%
0.00%
+200.0%
DOW SellDOW INC$26,000
-16.1%
455
-8.5%
0.00%
-25.0%
MPWR SellMONOLITHIC PWR SYS INC$24,000
+26.3%
50
-2.0%
0.00%
+50.0%
DRE  DUKE REALTY CORP$29,000
+3.6%
6000.0%0.00%0.0%
GCO  GENESCO INC$29,000
-9.4%
5000.0%0.00%
-25.0%
CTVA SellCORTEVA INC$30,000
-11.8%
720
-5.5%
0.00%
-25.0%
EL  LAUDER ESTEE COS INCcl a$26,000
-3.7%
850.0%0.00%0.0%
DVY  ISHARES TRselect divid etf$29,0000.0%2500.0%0.00%0.0%
BND  VANGUARD BD INDEX FDStotal bnd mrkt$26,000
-3.7%
3100.0%0.00%0.0%
AG SellFIRST MAJESTIC SILVER CORP$23,000
-63.5%
2,001
-50.0%
0.00%
-57.1%
MHD NewBLACKROCK MUNIHOLDINGS FD IN$23,0001,414
+100.0%
0.00%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$24,000
+9.1%
5440.0%0.00%0.0%
CRWD SellCROWDSTRIKE HLDGS INCcl a$26,000
-10.3%
105
-8.7%
0.00%0.0%
HTA BuyHEALTHCARE TR AMER INCcl a new$25,000
+8.7%
853
+0.4%
0.00%0.0%
PDM  PIEDMONT OFFICE REALTY TR IN$23,000
-4.2%
1,3000.0%0.00%0.0%
RGA  REINSURANCE GRP OF AMERICA I$24,0000.0%2130.0%0.00%0.0%
SBAC  SBA COMMUNICATIONS CORP NEWcl a$25,000
+4.2%
750.0%0.00%0.0%
ABC  AMERISOURCEBERGEN CORP$24,000
+4.3%
1980.0%0.00%0.0%
CAG  CONAGRA BRANDS INC$27,000
-6.9%
7840.0%0.00%0.0%
BIPC NewBROOKFIELD INFRASTRUCTURE CO$24,000406
+100.0%
0.00%
CDNS  CADENCE DESIGN SYSTEM INC$27,000
+12.5%
1750.0%0.00%0.0%
FNDX NewSCHWAB STRATEGIC TRschwab fdt us lg$27,000496
+100.0%
0.00%
ABNB  AIRBNB INC$25,000
+8.7%
1500.0%0.00%0.0%
RGEN  REPLIGEN CORP$29,000
+45.0%
1000.0%0.00%
+50.0%
RIGL  RIGEL PHARMACEUTICALS INC$24,000
-14.3%
6,5000.0%0.00%0.0%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$30,000
+3.4%
528
+6.0%
0.00%0.0%
IP SellINTERNATIONAL PAPER CO$24,000
-25.0%
426
-19.0%
0.00%
-25.0%
ALGN BuyALIGN TECHNOLOGY INC$26,000
+188.9%
39
+160.0%
0.00%
+200.0%
STX  SEAGATE TECHNOLOGY HLDNGS PL$29,000
-6.5%
3510.0%0.00%
-25.0%
BR NewBROADRIDGE FINL SOLUTIONS IN$24,000145
+100.0%
0.00%
APH BuyAMPHENOL CORP NEWcl a$24,000
+33.3%
334
+29.5%
0.00%
+50.0%
FNDE NewSCHWAB STRATEGIC TRschwb fdt emk lg$26,000813
+100.0%
0.00%
IJJ  ISHARES TRs&p mc 400vl etf$29,0000.0%2770.0%0.00%0.0%
FSM SellFORTUNA SILVER MINES INC$20,000
-52.4%
5,001
-33.3%
0.00%
-60.0%
STT  STATE STR CORP$18,0000.0%2180.0%0.00%0.0%
SLB SellSCHLUMBERGER LTD$19,000
-36.7%
631
-32.6%
0.00%
-50.0%
DDOG BuyDATADOG INC$14,000
+40.0%
101
+1.0%
0.00%
+100.0%
EQX BuyEQUINOX GOLD CORP$21,000
+10.5%
3,201
+14.3%
0.00%0.0%
DON  WISDOMTREE TRus midcap divid$14,0000.0%3440.0%0.00%0.0%
STOR BuySTORE CAP CORP$17,000
-5.6%
539
+1.1%
0.00%0.0%
KL SellKIRKLAND LAKE GOLD LTD$21,000
-8.7%
501
-16.6%
0.00%
-33.3%
PHG BuyKONINKLIJKE PHILIPS N V$17,000
+13.3%
372
+24.8%
0.00%0.0%
MMU NewWESTERN ASSET MANAGED MUNS F$16,0001,219
+100.0%
0.00%
ROP  ROPER TECHNOLOGIES INC$18,000
-5.3%
400.0%0.00%0.0%
LRCX  LAM RESEARCH CORP$14,000
-12.5%
240.0%0.00%0.0%
BLL BuyBALL CORP$20,000
+233.3%
223
+205.5%
0.00%
+100.0%
AEM BuyAGNICO EAGLE MINES LTD$18,000
-14.3%
351
+0.3%
0.00%0.0%
LMND SellLEMONADE INC$17,000
-45.2%
255
-9.3%
0.00%
-50.0%
AIG  AMERICAN INTL GROUP INC$16,000
+23.1%
2830.0%0.00%0.0%
LBRDK BuyLIBERTY BROADBAND CORP$17,000
+240.0%
97
+212.9%
0.00%
+100.0%
ANTM  ANTHEM INC$20,0000.0%520.0%0.00%0.0%
ARKK  ARK ETF TRinnovation etf$21,000
-12.5%
1860.0%0.00%
-33.3%
WPM BuyWHEATON PRECIOUS METALS CORP$19,000
-13.6%
505
+0.8%
0.00%
-33.3%
ZM SellZOOM VIDEO COMMUNICATIONS INcl a$16,000
-40.7%
63
-8.7%
0.00%
-33.3%
VIV  TELEFONICA BRASIL SAnew adr$19,000
-9.5%
2,4300.0%0.00%0.0%
SPMD  SPDR SER TRportfolio s&p400$22,000
-4.3%
4820.0%0.00%
-33.3%
FNDA NewSCHWAB STRATEGIC TRschwab fdt us sc$21,000398
+100.0%
0.00%
CAH BuyCARDINAL HEALTH INC$22,000
-12.0%
447
+0.2%
0.00%
-33.3%
RWL  INVESCO EXCH TRADED FD TR IIs&p 500 revenue$15,0000.0%2000.0%0.00%0.0%
CSL BuyCARLISLE COS INC$16,000
+100.0%
81
+92.9%
0.00%
+100.0%
BNS BuyBANK NOVA SCOTIA B C$14,000
-6.7%
228
+1.3%
0.00%0.0%
SDOG SellALPS ETF TRsectr div dogs$14,000
-89.1%
267
-89.1%
0.00%
-86.7%
CRI SellCARTERS INC$17,000
-51.4%
173
-49.0%
0.00%
-50.0%
FNDC NewSCHWAB STRATEGIC TRschwb fdt int sc$15,000381
+100.0%
0.00%
VNT BuyVONTIER CORPORATION$22,000
+37.5%
655
+33.4%
0.00%0.0%
ERIC  ERICSSONadr b sek 10$19,000
-9.5%
1,6670.0%0.00%0.0%
WPC BuyWP CAREY INC$19,0000.0%257
+1.2%
0.00%0.0%
EW  EDWARDS LIFESCIENCES CORP$18,000
+12.5%
1590.0%0.00%0.0%
EZU NewISHARES INCmsci eurzone etf$14,000281
+100.0%
0.00%
INSM NewINSMED INC$14,000500
+100.0%
0.00%
SCHH BuySCHWAB STRATEGIC TRus reit etf$14,000
+40.0%
310
+38.4%
0.00%
+100.0%
ABEV SellAMBEV SAsponsored adr$18,000
-73.1%
6,658
-65.8%
0.00%
-75.0%
IAA  IAA INC$16,0000.0%2950.0%0.00%0.0%
SA SellSEABRIDGE GOLD INC$19,000
-20.8%
1,201
-13.0%
0.00%
-33.3%
RCL BuyROYAL CARIBBEAN GROUP$19,000
+5.6%
212
+1.0%
0.00%0.0%
SRE SellSEMPRA$16,000
-20.0%
126
-16.0%
0.00%0.0%
HPE  HEWLETT PACKARD ENTERPRISE C$22,000
-4.3%
1,5720.0%0.00%
-33.3%
SILV SellSILVERCREST METALS INC$21,000
-56.2%
3,001
-45.4%
0.00%
-66.7%
HYS  PIMCO ETF TR0-5 high yield$18,0000.0%1850.0%0.00%0.0%
TER  TERADYNE INC$16,000
-20.0%
1470.0%0.00%0.0%
IWN  ISHARES TRrus 2000 val etf$16,000
-5.9%
1020.0%0.00%0.0%
IWO BuyISHARES TRrus 2000 grw etf$18,000
+500.0%
60
+500.0%
0.00%
SIRI  SIRIUS XM HOLDINGS INC$14,000
-6.7%
2,3140.0%0.00%0.0%
QLD NewPROSHARES TR$15,000200
+100.0%
0.00%
PAYX NewPAYCHEX INC$21,000190
+100.0%
0.00%
ROM NewPROSHARES TR$14,000140
+100.0%
0.00%
DXJ  WISDOMTREE TRjapn hedge eqt$22,000
+4.8%
3520.0%0.00%0.0%
CXP  COLUMBIA PPTY TR INC$17,000
+6.2%
9080.0%0.00%0.0%
WAB SellWABTEC$17,000
-34.6%
195
-37.5%
0.00%
-33.3%
IGSB  ISHARES TR$17,0000.0%3180.0%0.00%0.0%
RADI NewRADIUS GLOBAL INFRASTRCTRE I$16,0001,000
+100.0%
0.00%
SNOW NewSNOWFLAKE INCcl a$14,00047
+100.0%
0.00%
NXPI  NXP SEMICONDUCTORS N V$20,000
-4.8%
1030.0%0.00%0.0%
WBA BuyWALGREENS BOOTS ALLIANCE INC$18,000
-10.0%
391
+0.5%
0.00%0.0%
TTE BuyTOTALENERGIES SEsponsored ads$14,000
+75.0%
290
+62.0%
0.00%
+100.0%
GS  GOLDMAN SACHS GROUP INC$15,0000.0%400.0%0.00%0.0%
ZEN  ZENDESK INC$19,000
-17.4%
1600.0%0.00%
-33.3%
GEL  GENESIS ENERGY L Punit ltd partn$17,000
-15.0%
1,7000.0%0.00%0.0%
ORLY BuyOREILLY AUTOMOTIVE INC$16,000
+700.0%
27
+575.0%
0.00%
MAG SellMAG SILVER CORP$19,000
-67.8%
1,201
-57.1%
0.00%
-71.4%
RF BuyREGIONS FINANCIAL CORP NEW$16,000
+23.1%
732
+11.4%
0.00%0.0%
FCX BuyFREEPORT-MCMORAN INCcl b$21,000
+950.0%
638
+929.0%
0.00%
NSC BuyNORFOLK SOUTHN CORP$14,000
+40.0%
60
+53.8%
0.00%
+100.0%
CCK BuyCROWN HLDGS INC$22,000
+1000.0%
220
+1000.0%
0.00%
FNV SellFRANCO NEV CORP$20,000
-31.0%
151
-24.9%
0.00%
-33.3%
NEP NewNEXTERA ENERGY PARTNERS LP$22,000295
+100.0%
0.00%
ROK BuyROCKWELL AUTOMATION INC$15,000
+1400.0%
51
+1175.0%
0.00%
NEWP SellNEW PAC METALS CORP$21,000
-57.1%
6,501
-35.0%
0.00%
-66.7%
BIIB SellBIOGEN INC$19,000
-51.3%
66
-42.1%
0.00%
-60.0%
JD  JD.COM INCspon adr cl a$17,000
-10.5%
2400.0%0.00%0.0%
MCI  BARINGS CORPORATE INVS$14,0000.0%9280.0%0.00%0.0%
AI  C3 AI INCcl a$5,000
-16.7%
1000.0%0.00%0.0%
ATVI  ACTIVISION BLIZZARD INC$7,000
-22.2%
900.0%0.00%0.0%
AHCO NewADAPTHEALTH CORP$12,000500
+100.0%
0.00%
AMD  ADVANCED MICRO DEVICES INC$13,000
+8.3%
1230.0%0.00%0.0%
AGEN NewAGENUS INC$10,0001,829
+100.0%
0.00%
AB  ALLIANCEBERNSTEIN HLDG L Punit ltd partn$12,000
+9.1%
2400.0%0.00%0.0%
AAL  AMERICAN AIRLS GROUP INC$7,0000.0%3520.0%0.00%0.0%
AWK  AMERICAN WTR WKS CO INC NEW$5,0000.0%310.0%0.00%0.0%
AME  AMETEK INC$7,000
-12.5%
570.0%0.00%0.0%
BUD NewANHEUSER BUSCH INBEV SA/NVsponsored adr$6,000107
+100.0%
0.00%
ANSS  ANSYS INC$9,0000.0%270.0%0.00%0.0%
APPN SellAPPIAN CORPcl a$12,000
-36.8%
130
-7.1%
0.00%
-50.0%
ASB NewASSOCIATED BANC CORP$5,000250
+100.0%
0.00%
AIZ  ASSURANT INC$7,0000.0%470.0%0.00%0.0%
ACB  AURORA CANNABIS INC$9,000
-25.0%
1,3420.0%0.00%0.0%
BWXT  BWX TECHNOLOGIES INC$10,000
-9.1%
1850.0%0.00%0.0%
BIDU  BAIDU INCspon adr rep a$5,000
-16.7%
300.0%0.00%0.0%
BBVA NewBANCO BILBAO VIZCAYA ARGENTAsponsored adr$5,000800
+100.0%
0.00%
BGNE NewBEIGENE LTDsponsored adr$6,00016
+100.0%
0.00%
BL  BLACKLINE INC$6,0000.0%500.0%0.00%0.0%
BXMT BuyBLACKSTONE MTG TR INC$12,000
-7.7%
408
+2.0%
0.00%
-50.0%
BSX  BOSTON SCIENTIFIC CORP$6,0000.0%1410.0%0.00%0.0%
BAM NewBROOKFIELD ASSET MGMT INCcl a ltd vt sh$6,000106
+100.0%
0.00%
BRO NewBROWN & BROWN INC$7,000131
+100.0%
0.00%
BFB BuyBROWN FORMAN CORPcl b$8,000
+14.3%
119
+30.8%
0.00%0.0%
BRKR  BRUKER CORP$9,0000.0%1130.0%0.00%0.0%
BURL  BURLINGTON STORES INC$11,000
-8.3%
380.0%0.00%0.0%
ABB NewABB LTDsponsored adr$10,000285
+100.0%
0.00%
CDW NewCDW CORP$7,00036
+100.0%
0.00%
GIB  CGI INCcl a sub vtg$9,000
-10.0%
1120.0%0.00%0.0%
CHRW  C H ROBINSON WORLDWIDE INC$13,0000.0%1440.0%0.00%
-50.0%
CABO  CABLE ONE INC$13,0000.0%70.0%0.00%
-50.0%
CNNE NewCANNAE HLDGS INC$6,000206
+100.0%
0.00%
CPHC  CANTERBURY PK HLDG CORP$5,000
+25.0%
3000.0%0.00%
KMX NewCARMAX INC$7,00058
+100.0%
0.00%
CCL BuyCARNIVAL CORPunit 99/99/9999$8,0000.0%321
+2.2%
0.00%0.0%
CTT NewCATCHMARK TIMBER TR INCcl a$6,000487
+100.0%
0.00%
CRNC  CERENCE INC$10,000
-9.1%
1000.0%0.00%0.0%
CRL  CHARLES RIV LABS INTL INC$6,0000.0%150.0%0.00%0.0%
CHE  CHEMED CORP NEW$5,0000.0%110.0%0.00%0.0%
CINF BuyCINCINNATI FINL CORP$5,000
+150.0%
43
+186.7%
0.00%
CTAS  CINTAS CORP$13,0000.0%330.0%0.00%
-50.0%
CLNE NewCLEAN ENERGY FUELS CORP$6,000750
+100.0%
0.00%
COIN  COINBASE GLOBAL INC$7,000
-12.5%
310.0%0.00%0.0%
CPRT NewCOPART INC$7,00049
+100.0%
0.00%
CSGP BuyCOSTAR GROUP INC$5,0000.0%63
+5.0%
0.00%0.0%
COWN  COWEN INCcl a new$9,000
-10.0%
2500.0%0.00%0.0%
DNP  DNP SELECT INCOME FD INC$6,0000.0%6050.0%0.00%0.0%
DTE  DTE ENERGY CO$13,000
-18.8%
1200.0%0.00%
-50.0%
DECK  DECKERS OUTDOOR CORP$7,0000.0%190.0%0.00%0.0%
DVN BuyDEVON ENERGY CORP NEW$6,000
+20.0%
159
+0.6%
0.00%0.0%
DLTR BuyDOLLAR TREE INC$12,000
+200.0%
128
+197.7%
0.00%
DKNG BuyDRAFTKINGS INC$5,0000.0%103
+3.0%
0.00%0.0%
EPR  EPR PPTYS$12,000
-7.7%
2500.0%0.00%
-50.0%
EMN BuyEASTMAN CHEM CO$11,000
-8.3%
106
+1.0%
0.00%0.0%
EBAY BuyEBAY INC.$9,0000.0%132
+0.8%
0.00%0.0%
ETR BuyENTERGY CORP NEW$7,0000.0%75
+1.4%
0.00%0.0%
EQIX  EQUINIX INC$6,0000.0%70.0%0.00%0.0%
EQR BuyEQUITY RESIDENTIALsh ben int$11,0000.0%139
+0.7%
0.00%0.0%
EEFT  EURONET WORLDWIDE INC$5,0000.0%370.0%0.00%0.0%
EXC  EXELON CORP$7,000
+16.7%
1390.0%0.00%0.0%
EXPD BuyEXPEDITORS INTL WASH INC$5,000
+400.0%
43
+377.8%
0.00%
FICO  FAIR ISAAC CORP$8,000
-20.0%
190.0%0.00%0.0%
FRT BuyFEDERAL RLTY INVT TRsh ben int new$11,0000.0%94
+1.1%
0.00%0.0%
FHLC  FIDELITY COVINGTON TRUSTmsci hlth care i$9,0000.0%1400.0%0.00%0.0%
FITB  FIFTH THIRD BANCORP$6,000
+20.0%
1300.0%0.00%0.0%
FRC  FIRST REP BK SAN FRANCISCO C$8,000
+14.3%
390.0%0.00%0.0%
FLT  FLEETCOR TECHNOLOGIES INC$9,000
+12.5%
330.0%0.00%0.0%
FTNT  FORTINET INC$8,000
+14.3%
290.0%0.00%0.0%
GM  GENERAL MTRS CO$10,000
-16.7%
1960.0%0.00%0.0%
GMAB NewGENMAB A/Ssponsored ads$9,000205
+100.0%
0.00%
GPN  GLOBAL PMTS INC$8,000
-11.1%
500.0%0.00%0.0%
LIT  GLOBAL X FDSlithium btry etf$12,000
+9.1%
1500.0%0.00%0.0%
GWW  GRAINGER W W INC$6,0000.0%140.0%0.00%0.0%
GH  GUARDANT HEALTH INC$13,000
+8.3%
1000.0%0.00%0.0%
HCA  HCA HEALTHCARE INC$8,000
+14.3%
340.0%0.00%0.0%
HDB NewHDFC BANK LTDsponsored ads$5,00066
+100.0%
0.00%
HAL  HALLIBURTON CO$8,0000.0%3610.0%0.00%0.0%
HRC  HILL-ROM HLDGS INC$10,000
+25.0%
690.0%0.00%0.0%
IEX  IDEX CORP$11,000
-8.3%
550.0%0.00%0.0%
ING BuyING GROEP N.V.sponsored adr$12,000
+33.3%
838
+26.2%
0.00%0.0%
IART  INTEGRA LIFESCIENCES HLDGS C$5,0000.0%740.0%0.00%0.0%
ICE SellINTERCONTINENTAL EXCHANGE IN$9,000
-80.0%
78
-79.6%
0.00%
-80.0%
PBW  INVESCO EXCHANGE TRADED FD Twilderhil clan$7,000
-22.2%
950.0%0.00%0.0%
RHS NewINVESCO EXCHANGE TRADED FD Ts&p500 eql stp$8,00055
+100.0%
0.00%
PGF  INVESCO EXCHANGE TRADED FD Tfinl pfd etf$10,0000.0%5250.0%0.00%0.0%
BSCL  INVESCO EXCH TRD SLF IDX FD$11,0000.0%4980.0%0.00%0.0%
NVTA  INVITAE CORP$13,000
-13.3%
4500.0%0.00%
-50.0%
IRM BuyIRON MTN INC NEW$9,000
+12.5%
202
+1.5%
0.00%0.0%
EPP NewISHARES INCmsci pac jp etf$6,000127
+100.0%
0.00%
IYE  ISHARES TRu.s. energy etf$10,0000.0%3500.0%0.00%0.0%
HYG  ISHARES TRiboxx hi yd etf$11,0000.0%1260.0%0.00%0.0%
RXI NewISHARES TRglb cns disc etf$7,00040
+100.0%
0.00%
ITB NewISHARES TRus home cons etf$8,000125
+100.0%
0.00%
EWU NewISHARES TRmsci uk etf new$9,000275
+100.0%
0.00%
KSU  KANSAS CITY SOUTHERN$9,0000.0%320.0%0.00%0.0%
K  KELLOGG CO$13,0000.0%2000.0%0.00%
-50.0%
LVS BuyLAS VEGAS SANDS CORP$9,000
-30.8%
246
+1.7%
0.00%
-50.0%
LEG  LEGGETT & PLATT INC$8,000
-11.1%
1700.0%0.00%0.0%
MGM  MGM RESORTS INTERNATIONAL$6,0000.0%1320.0%0.00%0.0%
MSCI NewMSCI INC$13,00022
+100.0%
0.00%
MFC  MANULIFE FINL CORP$5,0000.0%2470.0%0.00%0.0%
MRO  MARATHON OIL CORP$11,0000.0%7790.0%0.00%0.0%
MKL BuyMARKEL CORP$11,000
+450.0%
9
+350.0%
0.00%
VAC  MARRIOTT VACATIONS WORLDWIDE$8,0000.0%500.0%0.00%0.0%
MELI SellMERCADOLIBRE INC$7,000
-56.2%
4
-60.0%
0.00%
-50.0%
MDP  MEREDITH CORP$11,000
+22.2%
2000.0%0.00%0.0%
MET  METLIFE INC$13,0000.0%2150.0%0.00%
-50.0%
MRNA  MODERNA INC$9,000
+50.0%
240.0%0.00%0.0%
MSI  MOTOROLA SOLUTIONS INC$5,0000.0%230.0%0.00%0.0%
NRG  NRG ENERGY INC$10,0000.0%2550.0%0.00%0.0%
NDAQ  NASDAQ INC$6,0000.0%320.0%0.00%0.0%
NTAP  NETAPP INC$13,000
+8.3%
1500.0%0.00%0.0%
NPCE  NEUROPACE INC$7,000
-30.0%
4200.0%0.00%0.0%
NEM SellNEWMONT CORP$5,000
-16.7%
84
-15.2%
0.00%0.0%
JWN  NORDSTROM INC$9,000
-30.8%
3490.0%0.00%
-50.0%
NOC  NORTHROP GRUMMAN CORP$7,0000.0%180.0%0.00%0.0%
NUE BuyNUCOR CORP$5,0000.0%52
+6.1%
0.00%0.0%
NS  NUSTAR ENERGY LP$13,000
-13.3%
8180.0%0.00%
-50.0%
OKTA SellOKTA INCcl a$7,000
-63.2%
28
-64.1%
0.00%
-50.0%
ORI BuyOLD REP INTL CORP$9,000
-10.0%
396
+0.3%
0.00%0.0%
ON  ON SEMICONDUCTOR CORP$9,000
+28.6%
1910.0%0.00%0.0%
OGN SellORGANON & CO$12,000
-81.0%
371
-82.3%
0.00%
-85.7%
OSK BuyOSHKOSH CORP$6,000
+20.0%
56
+36.6%
0.00%0.0%
PCG  PG&E CORP$5,000
-16.7%
5520.0%0.00%0.0%
PCAR BuyPACCAR INC$6,000
+100.0%
71
+136.7%
0.00%
PKG  PACKAGING CORP AMER$7,0000.0%480.0%0.00%0.0%
PTON BuyPELOTON INTERACTIVE INC$7,000
-30.0%
79
+2.6%
0.00%0.0%
PBA  PEMBINA PIPELINE CORP$12,0000.0%3700.0%0.00%0.0%
DOC BuyPHYSICIANS RLTY TR$12,000
-7.7%
696
+1.3%
0.00%
-50.0%
PIPR NewPIPER SANDLER COMPANIES$9,00064
+100.0%
0.00%
BPOP  POPULAR INC$6,0000.0%830.0%0.00%0.0%
PGR BuyPROGRESSIVE CORP$7,000
+600.0%
82
+530.8%
0.00%
PHM  PULTE GROUP INC$9,000
-10.0%
1900.0%0.00%0.0%
RPM SellRPM INTL INC$5,000
-84.8%
67
-81.7%
0.00%
-75.0%
REGN  REGENERON PHARMACEUTICALS$5,000
+25.0%
80.0%0.00%
RELX NewRELX PLCsponsored adr$7,000251
+100.0%
0.00%
REXR BuyREXFORD INDL RLTY INC$5,0000.0%97
+1.0%
0.00%0.0%
RIO BuyRIO TINTO PLCsponsored adr$9,000
-10.0%
140
+22.8%
0.00%0.0%
SPGI  S&P GLOBAL INC$9,000
+12.5%
200.0%0.00%0.0%
DIA NewSPDR DOW JONES INDL AVERAGEut ser 1$5,00016
+100.0%
0.00%
SCHN  SCHNITZER STEEL INDS INCcl a$9,000
-10.0%
2000.0%0.00%0.0%
SCHO  SCHWAB STRATEGIC TRsht tm us tres$8,0000.0%1560.0%0.00%0.0%
SCHC NewSCHWAB STRATEGIC TRintl sceqt etf$11,000266
+100.0%
0.00%
LUV  SOUTHWEST AIRLS CO$9,0000.0%1770.0%0.00%0.0%
STAA  STAAR SURGICAL CO$13,000
-13.3%
1000.0%0.00%
-50.0%
SXI  STANDEX INTL CORP$13,0000.0%1330.0%0.00%
-50.0%
STM NewSTMICROELECTRONICS N Vny registry$5,000123
+100.0%
0.00%
STON  STONEMOR INC$5,0000.0%2,0000.0%0.00%0.0%
SPWR  SUNPOWER CORP$5,000
-16.7%
2000.0%0.00%0.0%
SNPS  SYNOPSYS INC$12,000
+9.1%
410.0%0.00%0.0%
TFII NewTFI INTL INC$7,00064
+100.0%
0.00%
TRGP  TARGA RES CORP$9,000
+12.5%
1810.0%0.00%0.0%
THMA NewTHIMBLE POINT ACQUISITION CO$10,0001,000
+100.0%
0.00%
TDG  TRANSDIGM GROUP INC$7,0000.0%110.0%0.00%0.0%
TNL  TRAVEL PLUS LEISURE CO$12,000
-7.7%
2200.0%0.00%
-50.0%
UGI BuyUGI CORP NEW$12,000
-7.7%
285
+0.7%
0.00%
-50.0%
UBER  UBER TECHNOLOGIES INC$5,0000.0%1020.0%0.00%0.0%
UMPQ BuyUMPQUA HLDGS CORP$5,0000.0%248
+0.8%
0.00%0.0%
UTHR  UNITED THERAPEUTICS CORP DEL$11,0000.0%600.0%0.00%0.0%
VLO BuyVALERO ENERGY CORP$8,0000.0%110
+4.8%
0.00%0.0%
VIOG NewVANGUARD ADMIRAL FDS INCsmlcp 600 grth$5,00024
+100.0%
0.00%
VMBS NewVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$12,000221
+100.0%
0.00%
VXF NewVANGUARD INDEX FDSextend mkt etf$5,00029
+100.0%
0.00%
VIAC BuyVIACOMCBS INCcl b$6,0000.0%143
+0.7%
0.00%0.0%
WST  WEST PHARMACEUTICAL SVSC INC$8,000
+14.3%
190.0%0.00%0.0%
WING  WINGSTOP INC$5,0000.0%320.0%0.00%0.0%
XPEV  XPENG INCads$7,000
-22.2%
2000.0%0.00%0.0%
ZBRA SellZEBRA TECHNOLOGIES CORPORATIcl a$7,000
-41.7%
14
-36.4%
0.00%0.0%
AON BuyAON PLC$9,000
+125.0%
31
+93.8%
0.00%
CLVT NewCLARIVATE PLC$6,000268
+100.0%
0.00%
G  GENPACT LIMITED$9,000
+12.5%
1830.0%0.00%0.0%
INFO BuyIHS MARKIT LTD$7,000
+250.0%
58
+262.5%
0.00%
IVZ  INVESCO LTD$11,000
-8.3%
4600.0%0.00%0.0%
STE  STERIS PLC$8,0000.0%390.0%0.00%0.0%
ALC SellALCON AG$7,000
-12.5%
81
-24.3%
0.00%0.0%
CRSP  CRISPR THERAPEUTICS AGnamen akt$11,000
-31.2%
1000.0%0.00%
-50.0%
MC NewMOELIS & COcl a$3,00056
+100.0%
0.00%
MRTX NewMIRATI THERAPEUTICS INC$1,0003
+100.0%
0.00%
SLG  SL GREEN RLTY CORP$1,0000.0%120.0%0.00%
MVIS  MICROVISION INC DEL$1,000
-50.0%
970.0%0.00%
 MICRO FOCUS INTL PLCspon adr new$1,0000.0%1130.0%0.00%
MTD  METTLER TOLEDO INTERNATIONAL$3,0000.0%20.0%0.00%
MKC  MCCORMICK & CO INC$2,0000.0%280.0%0.00%
MTCH  MATCH GROUP INC NEW$3,0000.0%200.0%0.00%
MRVL BuyMARVELL TECHNOLOGY INC$2,0000.0%40
+11.1%
0.00%
MKTX  MARKETAXESS HLDGS INC$010.0%0.00%
SPIB NewSPDR SER TRportfolio intrmd$3,00075
+100.0%
0.00%
EBND NewSPDR SER TRblombrg brc emrg$1,00058
+100.0%
0.00%
MRVI NewMARAVAI LIFESCIENCES HLDGS I$010
+100.0%
0.00%
SPIP NewSPDR SER TRportfli tips etf$1,00045
+100.0%
0.00%
MANH  MANHATTAN ASSOCIATES INC$2,0000.0%110.0%0.00%
LYFT NewLYFT INC$03
+100.0%
0.00%
LUMN BuyLUMEN TECHNOLOGIES INC$2,000
+100.0%
164
+76.3%
0.00%
RIDE  LORDSTOWN MOTORS CORP$2,0000.0%2000.0%0.00%
XSD  SPDR SER TRs&p semicndctr$1,0000.0%30.0%0.00%
FUBO ExitFUBOTV INC$0-100
-100.0%
0.00%
BETZ NewLISTED FD TRroundhill sports$01
+100.0%
0.00%
LNC  LINCOLN NATL CORP IND$3,0000.0%420.0%0.00%
FWONA  LIBERTY MEDIA CORP DEL$1,0000.0%150.0%0.00%
FWONK  LIBERTY MEDIA CORP DEL$2,0000.0%340.0%0.00%
LBRDA  LIBERTY BROADBAND CORP$1,0000.0%60.0%0.00%
LEN  LENNAR CORPcl a$2,0000.0%250.0%0.00%
KHC SellKRAFT HEINZ CO$2,000
-60.0%
59
-52.8%
0.00%
-100.0%
SIVB  SVB FINANCIAL GROUP$2,0000.0%30.0%0.00%
SAGE BuySAGE THERAPEUTICS INC$2,0000.0%41
+7.9%
0.00%
KTB  KONTOOR BRANDS INC$010.0%0.00%
KEYS  KEYSIGHT TECHNOLOGIES INC$1,0000.0%60.0%0.00%
SRPT  SAREPTA THERAPEUTICS INC$030.0%0.00%
KMPR NewKEMPER CORP$3,00041
+100.0%
0.00%
KAR  KAR AUCTION SVCS INC$4,0000.0%2210.0%0.00%
NVAX  NOVAVAX INC$020.0%0.00%
NOK  NOKIA CORPsponsored adr$1,0000.0%1000.0%0.00%
NYMT  NEW YORK MTG TR INC$060.0%0.00%
RMD  RESMED INC$4,0000.0%170.0%0.00%
NYCB  NEW YORK CMNTY BANCORP INC$1,0000.0%990.0%0.00%
RNG  RINGCENTRAL INCcl a$3,000
-25.0%
130.0%0.00%
CG ExitCARLYLE GROUP INC$0-35
-100.0%
0.00%
RAD  RITE AID CORP$0100.0%0.00%
RHI  ROBERT HALF INTL INC$3,0000.0%300.0%0.00%
NRZ BuyNEW RESIDENTIAL INVT CORP$2,0000.0%163
+1.2%
0.00%
NEOG  NEOGEN CORP$1,0000.0%200.0%0.00%
ROL  ROLLINS INC$1,0000.0%310.0%0.00%
NOV  NOV INC$1,0000.0%650.0%0.00%
MUR  MURPHY OIL CORP$1,0000.0%350.0%0.00%
MNST  MONSTER BEVERAGE CORP NEW$3,0000.0%350.0%0.00%
MHK  MOHAWK INDS INC$2,0000.0%90.0%0.00%
RGLD  ROYAL GOLD INC$1,0000.0%70.0%0.00%
AMX ExitAMERICA MOVIL SAB DE CV$0-55
-100.0%
0.00%
JMIA  JUMIA TECHNOLOGIES AGsponsored ads$2,000
-33.3%
1000.0%0.00%
JLL  JONES LANG LASALLE INC$4,000
+33.3%
160.0%0.00%
J  JACOBS ENGR GROUP INC$2,0000.0%170.0%0.00%
SLV BuyISHARES SILVER TRishares$2,0000.0%109
+9.0%
0.00%
ACWI  ISHARES TRmsci acwi etf$030.0%0.00%
IEF  ISHARES TRbarclays 7 10 yr$4,0000.0%330.0%0.00%
FXI  ISHARES TRchina lg-cap etf$4,000
-20.0%
1080.0%0.00%
-100.0%
EWL NewISHARES INCmsci switzerland$4,00082
+100.0%
0.00%
EWC NewISHARES INCmsci cda etf$3,00095
+100.0%
0.00%
IQV  IQVIA HLDGS INC$1,0000.0%60.0%0.00%
IOVA BuyIOVANCE BIOTHERAPEUTICS INC$1,0000.0%30
+36.4%
0.00%
PXH NewINVESCO EXCH TRADED FD TR IIftse rafi emng$02
+100.0%
0.00%
PHB  INVESCO EXCH TRADED FD TR IIfndmntl hy crp$0160.0%0.00%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$1,000
-50.0%
100.0%0.00%
IVR  INVESCO MORTGAGE CAPITAL INC$2,0000.0%5480.0%0.00%
IFF  INTERNATIONAL FLAVORS&FRAGRA$1,000
-50.0%
110.0%0.00%
IBKR  INTERACTIVE BROKERS GROUP IN$1,0000.0%130.0%0.00%
INGR  INGREDION INC$4,000
-20.0%
500.0%0.00%
-100.0%
IBRX  IMMUNITYBIO INC$1,000
-50.0%
1150.0%0.00%
IAC  IAC INTERACTIVECORP NEW$1,0000.0%70.0%0.00%
CC ExitCHEMOURS CO$0-20
-100.0%
0.00%
SMG  SCOTTS MIRACLE-GRO COcl a$4,000
-20.0%
240.0%0.00%
-100.0%
H  HYATT HOTELS CORP$1,0000.0%160.0%0.00%
HCM NewHUTCHMED CHINA LTDsponsored ads$2,00068
+100.0%
0.00%
HII  HUNTINGTON INGALLS INDS INC$1,0000.0%70.0%0.00%
HBAN  HUNTINGTON BANCSHARES INC$4,000
+33.3%
2340.0%0.00%
XLE NewSELECT SECTOR SPDR TRenergy$3,00062
+100.0%
0.00%
HUM  HUMANA INC$3,0000.0%70.0%0.00%
HST NewHOST HOTELS & RESORTS INC$014
+100.0%
0.00%
HFC  HOLLYFRONTIER CORP$1,0000.0%410.0%0.00%
HLT  HILTON WORLDWIDE HLDGS INC$1,0000.0%110.0%0.00%
HIW  HIGHWOODS PPTYS INC$090.0%0.00%
SCI  SERVICE CORP INTL$4,0000.0%720.0%0.00%
HXL  HEXCEL CORP NEW$1,0000.0%160.0%0.00%
HES  HESS CORP$2,0000.0%200.0%0.00%
HEPA  HEPION PHARMACEUTICALS INC$010.0%0.00%
SBNY  SIGNATURE BK NEW YORK N Y$1,0000.0%40.0%0.00%
HP BuyHELMERICH & PAYNE INC$1,000
-50.0%
49
+2.1%
0.00%
SPG SellSIMON PPTY GROUP INC NEW$4,000
-63.6%
29
-65.9%
0.00%
-100.0%
HR  HEALTHCARE RLTY TR$2,0000.0%630.0%0.00%
SKX  SKECHERS U S A INCcl a$2,0000.0%370.0%0.00%
HIG  HARTFORD FINL SVCS GROUP INC$1,0000.0%180.0%0.00%
HOG  HARLEY DAVIDSON INC$4,000
-20.0%
1000.0%0.00%
-100.0%
SJM  SMUCKER J M CO$1,0000.0%80.0%0.00%
THG  HANOVER INS GROUP INC$1,0000.0%90.0%0.00%
HAIN  HAIN CELESTIAL GROUP INC$1,0000.0%180.0%0.00%
GWRE  GUIDEWIRE SOFTWARE INC$1,0000.0%50.0%0.00%
GRFS NewGRIFOLS S Asp adr rep b nvt$1,00084
+100.0%
0.00%
SON  SONOCO PRODS CO$2,0000.0%270.0%0.00%
GNLN NewGREENLANE HLDGS INCcl a$030
+100.0%
0.00%
SCCO  SOUTHERN COPPER CORP$1,0000.0%170.0%0.00%
FOXA ExitFOX CORP$0-20
-100.0%
0.00%
SPLK SellSPLUNK INC$1,000
-96.9%
10
-95.5%
0.00%
-100.0%
LAND  GLADSTONE LD CORP$070.0%0.00%
AMC ExitAMC ENTMT HLDGS INC$0-44
-100.0%
0.00%
GBCI NewGLACIER BANCORP INC NEW$3,00063
+100.0%
0.00%
GLPI  GAMING & LEISURE PPTYS INC$1,0000.0%310.0%0.00%
BEN  FRANKLIN RESOURCES INC$3,0000.0%940.0%0.00%
FBHS  FORTUNE BRANDS HOME & SEC IN$2,0000.0%210.0%0.00%
SRCL  STERICYCLE INC$1,0000.0%180.0%0.00%
FL  FOOT LOCKER INC$1,0000.0%240.0%0.00%
FLO  FLOWERS FOODS INC$1,0000.0%240.0%0.00%
SKLZ ExitSKILLZ INC$0-22
-100.0%
0.00%
RUN NewSUNRUN INC$010
+100.0%
0.00%
CTRM ExitCASTOR MARITIME INC$0-10
-100.0%
0.00%
SYF BuySYNCHRONY FINANCIAL$4,000
+100.0%
76
+49.0%
0.00%
FND  FLOOR & DECOR HLDGS INCcl a$1,0000.0%70.0%0.00%
FIVN  FIVE9 INC$1,0000.0%50.0%0.00%
FIVE  FIVE BELOW INC$4,0000.0%210.0%0.00%
FE  FIRSTENERGY CORP$3,0000.0%730.0%0.00%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$1,0000.0%500.0%0.00%
TNDM  TANDEM DIABETES CARE INC$2,000
+100.0%
140.0%0.00%
FHN  FIRST HORIZON CORPORATION$2,0000.0%1290.0%0.00%
ENR ExitENERGIZER HLDGS INC NEW$0-3
-100.0%
0.00%
FAF  FIRST AMERN FINL CORP$1,0000.0%150.0%0.00%
TDOC  TELADOC HEALTH INC$2,0000.0%130.0%0.00%
TDY  TELEDYNE TECHNOLOGIES INC$010.0%0.00%
TFX  TELEFLEX INCORPORATED$3,000
-25.0%
90.0%0.00%
FDS  FACTSET RESH SYS INC$2,0000.0%50.0%0.00%
FNB  F N B CORP$0270.0%0.00%
FMC  FMC CORP$2,0000.0%210.0%0.00%
EXPE  EXPEDIA GROUP INC$2,0000.0%140.0%0.00%
ROBO SellEXCHANGE TRADED CONCEPTS TRrobo glb etf$0
-100.0%
7
-90.9%
0.00%
-100.0%
TXT  TEXTRON INC$3,0000.0%460.0%0.00%
ODP  THE ODP CORP$3,0000.0%650.0%0.00%
EXAS SellEXACT SCIENCES CORP$0
-100.0%
5
-54.5%
0.00%
EOLS  EVOLUS INC$2,000
-33.3%
2750.0%0.00%
ALXN ExitALEXION PHARMACEUTICALS INC$0-8
-100.0%
0.00%
EVRG  EVERGY INC$2,0000.0%310.0%0.00%
EVRI NewEVERI HLDGS INC$07
+100.0%
0.00%
ESS  ESSEX PPTY TR INC$3,000
+50.0%
80.0%0.00%
ERIE  ERIE INDTY COcl a$1,0000.0%70.0%0.00%
EQH  EQUITABLE HLDGS INC$2,0000.0%680.0%0.00%
EFX  EQUIFAX INC$4,0000.0%160.0%0.00%
ENPH BuyENPHASE ENERGY INC$1,0000.0%4
+33.3%
0.00%
PCRX ExitPACIRA BIOSCIENCES INC$0-14
-100.0%
0.00%
TMDX  TRANSMEDICS GROUP INC$0100.0%0.00%
USFD ExitUS FOODS HLDG CORP$0-5
-100.0%
0.00%
ESRT BuyEMPIRE ST RLTY TR INCcl a$3,000
-25.0%
344
+0.3%
0.00%
ZEST NewECOARK HLDGS INC$3,000600
+100.0%
0.00%
TRN  TRINITY INDS INC$1,0000.0%320.0%0.00%
EGP  EASTGROUP PPTYS INC$3,0000.0%190.0%0.00%
TWLO SellTWILIO INCcl a$4,000
-84.0%
14
-78.1%
0.00%
-100.0%
TWTR  TWITTER INC$3,0000.0%470.0%0.00%
EQT  EQT CORP$2,0000.0%770.0%0.00%
EOG BuyEOG RES INC$3,000
-25.0%
44
+2.3%
0.00%
UDR  UDR INC$1,0000.0%230.0%0.00%
SPCE ExitVIRGIN GALACTIC HOLDINGS INC$0-11
-100.0%
0.00%
DT  DYNATRACE INC$1,0000.0%90.0%0.00%
DEI  DOUGLAS EMMETT INC$2,0000.0%500.0%0.00%
GT ExitGOODYEAR TIRE & RUBR CO$0-100
-100.0%
0.00%
DASH BuyDOORDASH INCcl a$1,0000.0%4
+33.3%
0.00%
WORK ExitSLACK TECHNOLOGIES INC$0-6
-100.0%
0.00%
UA NewUNDER ARMOUR INCcl c$2,000100
+100.0%
0.00%
DPZ  DOMINOS PIZZA INC$2,0000.0%50.0%0.00%
DISH  DISH NETWORK CORPORATIONcl a$1,0000.0%190.0%0.00%
UAL NewUNITED AIRLS HLDGS INC$05
+100.0%
0.00%
UNFI  UNITED NAT FOODS INC$1,0000.0%150.0%0.00%
DLR BuyDIGITAL RLTY TR INC$2,0000.0%16
+14.3%
0.00%
XRAY  DENTSPLY SIRONA INC$2,0000.0%290.0%0.00%
USO NewUNITED STS OIL FD LPunits$06
+100.0%
0.00%
DNMR  DANIMER SCIENTIFIC INC$2,000
-33.3%
1000.0%0.00%
U SellUNITY SOFTWARE INC$0
-100.0%
1
-99.0%
0.00%
-100.0%
UHS  UNIVERSAL HLTH SVCS INCcl b$4,000
-20.0%
310.0%0.00%
-100.0%
UNM  UNUM GROUP$2,0000.0%650.0%0.00%
UPST  UPSTART HLDGS INC$1,00030.0%0.00%
VFC  V F CORP$4,0000.0%550.0%0.00%
MTN  VAIL RESORTS INC$4,0000.0%120.0%0.00%
VALE NewVALE S Asponsored ads$2,000111
+100.0%
0.00%
NICE ExitNICE LTDsponsored adr$0-5
-100.0%
0.00%
GDX NewVANECK ETF TRUSTgold miners etf$013
+100.0%
0.00%
EMLC NewVANECK ETF TRUSTjp mrgan em loc$2,00059
+100.0%
0.00%
DXC  DXC TECHNOLOGY CO$3,0000.0%850.0%0.00%
DTM NewDT MIDSTREAM INC$3,00060
+100.0%
0.00%
DNB ExitDUN & BRADSTREET HLDGS INC$0-8
-100.0%
0.00%
HAUZ NewDBX ETF TRxtrack intl real$013
+100.0%
0.00%
CW  CURTISS WRIGHT CORP$3,0000.0%260.0%0.00%
CACC  CREDIT ACCEP CORP MICH$1,00010.0%0.00%
COUP  COUPA SOFTWARE INC$4,0000.0%160.0%0.00%
COTY  COTY INC$0
-100.0%
540.0%0.00%
GLW  CORNING INC$3,0000.0%790.0%0.00%
VIGI  VANGUARD WHITEHALL FDSintl dvd etf$2,0000.0%280.0%0.00%
STZ  CONSTELLATION BRANDS INCcl a$4,0000.0%170.0%0.00%
ED  CONSOLIDATED EDISON INC$2,0000.0%330.0%0.00%
CMPS  COMPASS PATHWAYS PLCsponsored ads$1,0000.0%260.0%0.00%
CBSH  COMMERCE BANCSHARES INC$020.0%0.00%
ECON  COLUMBIA ETF TR IIemrg markets etf$4,0000.0%1540.0%0.00%
RQI  COHEN & STEERS QUALITY INCOM$2,0000.0%1540.0%0.00%
CGNX SellCOGNEX CORP$0
-100.0%
5
-66.7%
0.00%
BUG ExitGLOBAL X FDScybrscurty etf$0-50
-100.0%
0.00%
CLVS  CLOVIS ONCOLOGY INC$0
-100.0%
1000.0%0.00%
VEEV  VEEVA SYS INC$1,000
-50.0%
50.0%0.00%
VTR  VENTAS INC$2,0000.0%440.0%0.00%
CLOV  CLOVER HEALTH INVESTMENTS CO$090.0%0.00%
CLF NewCLEVELAND-CLIFFS INC NEW$3,000140
+100.0%
0.00%
CTXS BuyCITRIX SYS INC$1,0000.0%7
+40.0%
0.00%
CFG  CITIZENS FINL GROUP INC$2,0000.0%500.0%0.00%
CVIIU  CHURCHILL CAPITAL CORP VIIunit 99/99/9999$3,0000.0%3000.0%0.00%
CCVIU  CHURCHILL CAPITAL CORP VIunit 99/99/9999$1,0000.0%1000.0%0.00%
CIM  CHIMERA INVT CORP$2,0000.0%1290.0%0.00%
LNG  CHENIERE ENERGY INC$4,0000.0%430.0%0.00%
GIC ExitGLOBAL INDUSTRIAL COMPANY$0-25
-100.0%
0.00%
CHPT NewCHARGEPOINT HOLDINGS INC$1,00039
+100.0%
0.00%
CEVA  CEVA INC$4,000
-20.0%
1000.0%0.00%
-100.0%
CNC  CENTENE CORP DEL$3,000
-25.0%
550.0%0.00%
CTLT  CATALENT INC$2,0000.0%170.0%0.00%
VER  VEREIT INC$2,0000.0%380.0%0.00%
VRSN  VERISIGN INC$1,000
-50.0%
70.0%0.00%
SAVA NewCASSAVA SCIENCES INC$3,00050
+100.0%
0.00%
VRSK  VERISK ANALYTICS INC$2,000
+100.0%
80.0%0.00%
CRDF  CARDIFF ONCOLOGY INC$010.0%0.00%
VRT  VERTIV HOLDINGS CO$1,0000.0%390.0%0.00%
VIACA  VIACOMCBS INCcl a$1,0000.0%180.0%0.00%
CNI NewCANADIAN NATL RY CO$3,00026
+100.0%
0.00%
VFF  VILLAGE FARMS INTL INC$2,0000.0%2000.0%0.00%
VMEO BuyVIMEO INC$013
+30.0%
0.00%
VIRT NewVIRTU FINL INCcl a$04
+100.0%
0.00%
COG NewCABOT OIL & GAS CORP$3,000136
+100.0%
0.00%
CBT  CABOT CORP$1,0000.0%120.0%0.00%
CNA  CNA FINL CORP$1,0000.0%190.0%0.00%
CMS  CMS ENERGY CORP$4,0000.0%690.0%0.00%
NewVOLTA INC$1,000100
+100.0%
0.00%
CDK SellCDK GLOBAL INC$3,000
-25.0%
69
-4.2%
0.00%
VNO  VORNADO RLTY TRsh ben int$2,0000.0%370.0%0.00%
VOYA  VOYA FINANCIAL INC$2,0000.0%350.0%0.00%
VRM NewVROOM INC$017
+100.0%
0.00%
CBOE  CBOE GLOBAL MKTS INC$1,0000.0%90.0%0.00%
BEPC BuyBROOKFIELD RENEWABLE CORPcl a sub vtg$1,00014
+27.3%
0.00%
BDN BuyBRANDYWINE RLTY TRsh ben int new$2,0000.0%150
+1.4%
0.00%
BWA  BORGWARNER INC$2,0000.0%350.0%0.00%
BLUE  BLUEBIRD BIO INC$090.0%0.00%
BX BuyBLACKSTONE INC$2,000
+100.0%
14
+75.0%
0.00%
WAT  WATERS CORP$2,0000.0%60.0%0.00%
W SellWAYFAIR INCcl a$1,000
-93.8%
2
-96.1%
0.00%
-100.0%
BILL  BILL COM HLDGS INC$1,0000.0%40.0%0.00%
WELL BuyWELLTOWER INC$3,0000.0%40
+2.6%
0.00%
RDSB ExitROYAL DUTCH SHELL PLCspon adr b$0-10
-100.0%
0.00%
BBY NewBEST BUY INC$02
+100.0%
0.00%
WDC  WESTERN DIGITAL CORP.$1,0000.0%180.0%0.00%
WU BuyWESTERN UN CO$3,000
-25.0%
170
+1.2%
0.00%
WRK  WESTROCK CO$1,0000.0%210.0%0.00%
WY  WEYERHAEUSER CO MTN BE$1,0000.0%340.0%0.00%
WRB NewBERKLEY W R CORP$4,00058
+100.0%
0.00%
GOLD SellBARRICK GOLD CORP$3,000
-92.1%
152
-91.7%
0.00%
-100.0%
WMB SellWILLIAMS COS INC$3,000
-88.9%
104
-89.9%
0.00%
-100.0%
BK  BANK NEW YORK MELLON CORP$1,0000.0%220.0%0.00%
SNPR ExitTORTOISE ACQUISITION CORP II$0-100
-100.0%
0.00%
BOH BuyBANK HAWAII CORP$3,0000.0%32
+3.2%
0.00%
BKR  BAKER HUGHES COMPANYcl a$1,0000.0%390.0%0.00%
BBL  BHP GROUP PLCsponsored adr$3,0000.0%530.0%0.00%
AGR  AVANGRID INC$1,0000.0%250.0%0.00%
DGRW  WISDOMTREE TRus qtly div grt$060.0%0.00%
WDAY  WORKDAY INCcl a$3,0000.0%110.0%0.00%
WKHS  WORKHORSE GROUP INC$4,000
-50.0%
5000.0%0.00%
-100.0%
WH  WYNDHAM HOTELS & RESORTS INC$4,0000.0%570.0%0.00%
AVB  AVALONBAY CMNTYS INC$1,0000.0%40.0%0.00%
XLNX  XILINX INC$2,0000.0%150.0%0.00%
ATO  ATMOS ENERGY CORP$1,0000.0%130.0%0.00%
XRX  XEROX HOLDINGS CORP$0170.0%0.00%
VRTV ExitVERITIV CORP$0-1
-100.0%
0.00%
YETI NewYETI HLDGS INC$01
+100.0%
0.00%
ARW  ARROW ELECTRS INC$3,0000.0%260.0%0.00%
AWI BuyARMSTRONG WORLD INDS INC NEW$4,000
+300.0%
46
+318.2%
0.00%
ARMK  ARAMARK$2,0000.0%480.0%0.00%
Z NewZILLOW GROUP INCcl c cap stk$02
+100.0%
0.00%
ATR  APTARGROUP INC$3,0000.0%220.0%0.00%
ZION BuyZIONS BANCORPORATION N A$3,000
+50.0%
41
+2.5%
0.00%
AIRC  APARTMENT INCOME REIT CORP$2,0000.0%330.0%0.00%
ZS  ZSCALER INC$010.0%0.00%
NLY SellANNALY CAPITAL MANAGEMENT IN$4,000
-55.6%
429
-58.0%
0.00%
-100.0%
ZNGA NewZYNGA INCcl a$021
+100.0%
0.00%
AMH  AMERICAN HOMES 4 RENTcl a$2,0000.0%610.0%0.00%
DOX  AMDOCS LTD$1,0000.0%170.0%0.00%
BPY ExitBROOKFIELD PROPERTY PARTRS Lunit ltd partn$0-18
-100.0%
0.00%
ACC  AMERICAN CAMPUS CMNTYS INC$2,0000.0%440.0%0.00%
UHAL  AMERCO$2,0000.0%30.0%0.00%
AMED  AMEDISYS INC$2,000
-50.0%
150.0%0.00%
GRA ExitGRACE W R & CO DEL NEW$0-19
-100.0%
0.00%
AMRN  AMARIN CORP PLCspons adr new$2,0000.0%3550.0%0.00%
RE  EVEREST RE GROUP LTD$3,0000.0%130.0%0.00%
FRO  FRONTLINE LTD$0200.0%0.00%
AUY ExitYAMANA GOLD INC$0-100
-100.0%
0.00%
HLF  HERBALIFE NUTRITION LTD$3,000
-25.0%
730.0%0.00%
JCI  JOHNSON CTLS INTL PLC$3,0000.0%370.0%0.00%
ATER  ATERIAN INC$1,0000.0%1000.0%0.00%
ATUS  ALTICE USA INCcl a$1,0000.0%320.0%0.00%
APTV  APTIV PLC$3,0000.0%200.0%0.00%
NCLH BuyNORWEGIAN CRUISE LINE HLDG L$1,0000.0%34
+21.4%
0.00%
NVT  NVENT ELECTRIC PLC$1,0000.0%260.0%0.00%
RNR  RENAISSANCERE HLDGS LTD$2,0000.0%150.0%0.00%
AYX NewALTERYX INC$02
+100.0%
0.00%
EQC ExitEQUITY COMWLTH$0-37
-100.0%
0.00%
ALNY  ALNYLAM PHARMACEUTICALS INC$020.0%0.00%
FAX ExitABERDEEN ASIA-PACIFIC INCOME$0-800
-100.0%
0.00%
ALSN BuyALLISON TRANSMISSION HLDGS I$1,0000.0%23
+4.5%
0.00%
GRMN  GARMIN LTD$1,0000.0%90.0%0.00%
SPOT  SPOTIFY TECHNOLOGY S A$2,0000.0%80.0%0.00%
ALK  ALASKA AIR GROUP INC$2,000
-33.3%
420.0%0.00%
A  AGILENT TECHNOLOGIES INC$2,0000.0%130.0%0.00%
SSYS  STRATASYS LTD$3,0000.0%1300.0%0.00%
ASX  ASE TECHNOLOGY HLDG CO LTDsponsored ads$4,0000.0%5550.0%0.00%
LYB SellLYONDELLBASELL INDUSTRIES N$4,000
-75.0%
44
-72.2%
0.00%
-100.0%
AGNC  AGNC INVT CORP$1,000
-50.0%
930.0%0.00%
QGEN  QIAGEN NV$4,000
+33.3%
720.0%0.00%
AGCO  AGCO CORP$4,000
-20.0%
360.0%0.00%
-100.0%
MAXN  MAXEON SOLAR TECHNOLOGIES LT$0
-100.0%
250.0%0.00%
TROW  PRICE T ROWE GROUP INC$2,0000.0%80.0%0.00%
PLUG SellPLUG POWER INC$1,000
-50.0%
36
-18.2%
0.00%
PXD  PIONEER NAT RES CO$1,0000.0%40.0%0.00%
PNW BuyPINNACLE WEST CAP CORP$3,000
-25.0%
47
+2.2%
0.00%
PKI  PERKINELMER INC$4,0000.0%230.0%0.00%
PAG  PENSKE AUTOMOTIVE GRP INC$4,000
+33.3%
400.0%0.00%
PH  PARKER-HANNIFIN CORP$2,0000.0%60.0%0.00%
PANW  PALO ALTO NETWORKS INC$2,0000.0%50.0%0.00%
PLTR BuyPALANTIR TECHNOLOGIES INCcl a$1,0000.0%40
+42.9%
0.00%
PACW  PACWEST BANCORP DEL$1,0000.0%180.0%0.00%
ACAD ExitACADIA PHARMACEUTICALS INC$0-9
-100.0%
0.00%
PTC  PTC INC$2,0000.0%140.0%0.00%
OC  OWENS CORNING NEW$2,0000.0%230.0%0.00%
OPEN NewOPENDOOR TECHNOLOGIES INC$1,00036
+100.0%
0.00%
RL  RALPH LAUREN CORPcl a$1,0000.0%60.0%0.00%
RJF BuyRAYMOND JAMES FINL INC$3,0000.0%33
+50.0%
0.00%
OKE  ONEOK INC NEW$2,0000.0%330.0%0.00%
OLLI NewOLLIES BARGAIN OUTLET HLDGS$3,00053
+100.0%
0.00%
OXYWS  OCCIDENTAL PETE CORP*w exp 08/03/202$2,0000.0%1680.0%0.00%
OXY  OCCIDENTAL PETE CORP$3,0000.0%870.0%0.00%
NTNX  NUTANIX INCcl a$1,0000.0%210.0%0.00%
REG  REGENCY CTRS CORP$2,0000.0%300.0%0.00%
XEC ExitCIMAREX ENERGY CO$0-34
-100.0%
0.00%
LADR ExitLADDER CAP CORPcl a$0-830
-100.0%
-0.00%
CCJ ExitCAMECO CORP$0-300
-100.0%
-0.00%
ALBO ExitALBIREO PHARMA INC$0-300
-100.0%
-0.00%
CHGG ExitCHEGG INC$0-100
-100.0%
-0.00%
MXIM ExitMAXIM INTEGRATED PRODS INC$0-79
-100.0%
-0.00%
ESTC ExitELASTIC N V$0-50
-100.0%
-0.00%
AXNX ExitAXONICS INC$0-75
-100.0%
-0.00%
XLC ExitSELECT SECTOR SPDR TR$0-130
-100.0%
-0.00%
PXJ ExitINVESCO EXCHANGE TRADED FD Tdynmc oil gas$0-5,180
-100.0%
-0.00%
XLP ExitSELECT SECTOR SPDR TRsbi cons stpls$0-400
-100.0%
-0.00%
FUND ExitSPROTT FOCUS TR INC$0-3,016
-100.0%
-0.00%
TDF ExitTEMPLETON DRAGON FD INC$0-1,000
-100.0%
-0.00%
HNI ExitHNI CORP$0-1,000
-100.0%
-0.01%
AXGN ExitAXOGEN INC$0-4,062
-100.0%
-0.01%
GRX ExitGABELLI HLTHCARE & WELLNESS$0-10,044
-100.0%
-0.02%
VLRS ExitCONTROLADORA VUELA COMP DE Aspon adr rp 10$0-7,700
-100.0%
-0.02%
GUT ExitGABELLI UTIL TR$0-29,031
-100.0%
-0.03%
GE ExitGENERAL ELECTRIC CO$0-38,327
-100.0%
-0.06%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-11-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR30Q2 202310.0%
SCHWAB STRATEGIC TR30Q2 20237.8%
SCHWAB STRATEGIC TR30Q2 20234.2%
VANGUARD SPECIALIZED PORTFOL30Q2 20234.3%
SCHWAB STRATEGIC TR30Q2 20234.0%
SCHWAB STRATEGIC TR30Q2 20233.3%
APPLE INC30Q2 20232.7%
SCHWAB STRATEGIC TR30Q2 20233.2%
WELLS FARGO CO NEW30Q2 20231.9%
SCHWAB STRATEGIC TR30Q2 20233.3%

View BerganKDV Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-07-24
13F-HR2023-04-27
13F-HR2023-01-31
13F-HR2022-10-24
13F-HR2022-07-13
13F-HR2022-05-09
13F-HR2022-01-28
13F-HR2021-11-12
13F-HR2021-08-10
13F-HR2021-05-11

View BerganKDV Wealth Management, LLC's complete filings history.

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