$873 Million is the total value of BerganKDV Wealth Management, LLC's 1038 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 16.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $59,932,000 | +1.3% | 1,161,481 | +4.5% | 6.86% | +8.5% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $50,007,000 | -6.7% | 1,590,037 | +8.9% | 5.73% | -0.1% |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $32,624,000 | – | 427,805 | +100.0% | 3.74% | – |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $30,991,000 | -9.1% | 216,009 | +2.7% | 3.55% | -2.7% |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $28,079,000 | -3.5% | 506,565 | +6.3% | 3.22% | +3.3% |
IBDN | Buy | ISHARES TRibonds dec22 etf | $28,063,000 | +3.4% | 1,122,088 | +3.5% | 3.21% | +10.7% |
CMBS | Buy | ISHARES TRcmbs etf | $26,849,000 | +7.0% | 558,076 | +10.8% | 3.08% | +14.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $26,568,000 | -7.6% | 261,288 | -2.6% | 3.04% | -1.0% |
MBB | Buy | ISHARES TRmbs etf | $25,817,000 | -0.3% | 264,816 | +4.2% | 2.96% | +6.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $24,642,000 | -12.8% | 418,732 | +3.0% | 2.82% | -6.6% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $20,324,000 | -14.8% | 521,275 | +3.4% | 2.33% | -8.8% |
AAPL | Buy | APPLE INC | $19,615,000 | -13.1% | 143,467 | +10.9% | 2.25% | -7.0% |
VOO | Buy | VANGUARD INDEX FDS | $18,751,000 | -9.4% | 54,056 | +8.5% | 2.15% | -2.9% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $14,538,000 | -16.5% | 231,751 | +1.0% | 1.66% | -10.6% |
IJR | Buy | ISHARES TRcore s&p scp etf | $13,592,000 | -12.1% | 147,087 | +2.6% | 1.56% | -5.9% |
UNH | Sell | UNITEDHEALTH GROUP INC | $13,014,000 | -1.1% | 25,338 | -1.8% | 1.49% | +5.9% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $11,983,000 | -9.2% | 165,484 | +4.5% | 1.37% | -2.8% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,299,000 | -9.6% | 52,288 | +9.2% | 1.18% | -3.2% |
DEF | Buy | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $9,727,000 | -7.7% | 152,795 | +2.1% | 1.11% | -1.1% |
MSFT | Sell | MICROSOFT CORP | $9,727,000 | -16.9% | 37,872 | -0.2% | 1.11% | -11.0% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $9,651,000 | -7.1% | 277,556 | +3.2% | 1.10% | -0.5% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $9,070,000 | -6.2% | 191,353 | -4.1% | 1.04% | +0.5% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $7,848,000 | -17.4% | 24,034 | +5.3% | 0.90% | -11.5% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $7,709,000 | -11.5% | 58,452 | -0.9% | 0.88% | -5.3% |
JNJ | Buy | JOHNSON & JOHNSON | $7,119,000 | +4.9% | 40,105 | +4.7% | 0.82% | +12.3% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $6,456,000 | -10.3% | 24,100 | +2.6% | 0.74% | -3.9% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,346,000 | -6.9% | 151,105 | +10.7% | 0.73% | -0.3% |
KO | Buy | COCA COLA CO | $6,161,000 | +6.8% | 97,934 | +5.3% | 0.71% | +14.4% |
HON | Buy | HONEYWELL INTL INC | $5,741,000 | +36.7% | 33,028 | +53.1% | 0.66% | +46.3% |
CMI | Buy | CUMMINS INC | $5,455,000 | -5.3% | 28,187 | +0.4% | 0.62% | +1.5% |
PG | Buy | PROCTER AND GAMBLE CO | $5,288,000 | -3.2% | 36,777 | +2.9% | 0.61% | +3.8% |
TXN | Buy | TEXAS INSTRS INC | $5,225,000 | -13.2% | 34,006 | +3.7% | 0.60% | -7.0% |
CB | Sell | CHUBB LIMITED | $5,064,000 | -16.8% | 25,760 | -9.5% | 0.58% | -10.9% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $4,977,000 | -24.8% | 85,819 | -3.0% | 0.57% | -19.5% |
MDT | Buy | MEDTRONIC PLC | $4,962,000 | -16.8% | 55,289 | +2.9% | 0.57% | -11.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $4,675,000 | +3.5% | 92,111 | +3.8% | 0.54% | +10.8% |
BOND | Buy | PIMCO ETF TRactive bd etf | $4,475,000 | +1.2% | 46,984 | +8.2% | 0.51% | +8.2% |
GOVT | Sell | ISHARES TRus treas bd etf | $4,369,000 | -28.6% | 182,807 | -25.6% | 0.50% | -23.5% |
LOW | Sell | LOWES COS INC | $4,232,000 | -18.5% | 24,231 | -5.6% | 0.48% | -12.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,185,000 | -14.6% | 19,925 | -7.5% | 0.48% | -8.6% |
AMZN | Buy | AMAZON COM INC | $4,155,000 | -30.6% | 39,117 | +2029.4% | 0.48% | -25.6% |
WFC | Buy | WELLS FARGO CO NEW | $4,132,000 | -19.2% | 105,483 | +0.0% | 0.47% | -13.5% |
NUBD | Sell | NUSHARES ETF TRnuveen esg us | $3,854,000 | -5.4% | 168,509 | -0.3% | 0.44% | +1.1% |
JPM | Buy | JPMORGAN CHASE & CO | $3,819,000 | +202.4% | 33,916 | +266.0% | 0.44% | +223.7% |
GAB | GABELLI EQUITY TR INC | $3,797,000 | -12.0% | 622,514 | 0.0% | 0.44% | -5.6% | |
TRV | Sell | TRAVELERS COMPANIES INC | $3,793,000 | -9.2% | 22,425 | -2.0% | 0.43% | -2.9% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $3,764,000 | -9.1% | 56,355 | -0.1% | 0.43% | -2.7% |
LMT | Buy | LOCKHEED MARTIN CORP | $3,722,000 | +1.7% | 8,656 | +4.4% | 0.43% | +9.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $3,717,000 | -0.7% | 38,743 | +3.3% | 0.43% | +6.5% |
SBUX | Buy | STARBUCKS CORP | $3,720,000 | +460.2% | 48,696 | +567.4% | 0.43% | +500.0% |
AOS | Buy | SMITH A O CORP | $3,683,000 | -8.6% | 67,356 | +6.8% | 0.42% | -2.1% |
TGT | Sell | TARGET CORP | $3,552,000 | -38.1% | 25,151 | -6.9% | 0.41% | -33.6% |
USB | Buy | US BANCORP DEL | $3,520,000 | -12.5% | 76,493 | +1.0% | 0.40% | -6.3% |
PFE | Buy | PFIZER INC | $3,500,000 | +3.9% | 66,751 | +2.5% | 0.40% | +11.4% |
DOV | Buy | DOVER CORP | $3,432,000 | -18.5% | 28,289 | +5.4% | 0.39% | -12.7% |
DFS | Buy | DISCOVER FINL SVCS | $3,418,000 | -13.7% | 36,143 | +0.6% | 0.39% | -7.8% |
TT | Sell | TRANE TECHNOLOGIES PLC | $3,375,000 | -15.2% | 25,984 | -0.3% | 0.39% | -9.4% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,363,000 | +4.0% | 69,630 | +5.4% | 0.38% | +11.3% |
AFL | Sell | AFLAC INC | $3,303,000 | -14.2% | 59,703 | -0.2% | 0.38% | -8.3% |
ABT | Sell | ABBOTT LABS | $3,301,000 | -10.8% | 30,386 | -2.8% | 0.38% | -4.5% |
USHY | Buy | ISHARES TRbroad usd high | $3,272,000 | +78.6% | 94,522 | +100.6% | 0.38% | +91.3% |
IVV | Buy | ISHARES TRcore s&p500 etf | $3,222,000 | -5.9% | 8,497 | +12.6% | 0.37% | +0.8% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,212,000 | +28.0% | 41,361 | +35.0% | 0.37% | +37.3% |
PPG | Buy | PPG INDS INC | $3,095,000 | -7.4% | 27,071 | +6.2% | 0.35% | -0.8% |
INTC | Buy | INTEL CORP | $2,999,000 | -21.3% | 80,166 | +4.3% | 0.34% | -15.7% |
GIS | Sell | GENERAL MLS INC | $2,957,000 | +9.7% | 39,191 | -1.6% | 0.34% | +17.7% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,811,000 | -4.6% | 1,285 | +21.8% | 0.32% | +2.2% |
USIG | Buy | ISHARES TRusd inv grde etf | $2,800,000 | +28.6% | 54,926 | +38.8% | 0.32% | +37.8% |
MRK | Sell | MERCK & CO INC | $2,785,000 | +11.1% | 30,545 | -0.0% | 0.32% | +19.0% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,762,000 | -17.6% | 61,839 | -0.6% | 0.32% | -11.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,738,000 | -18.5% | 10,028 | +5.4% | 0.31% | -12.5% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,704,000 | +4.0% | 45,545 | +4.3% | 0.31% | +11.5% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,687,000 | +4.6% | 27,109 | +5.7% | 0.31% | +12.0% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $2,680,000 | -17.5% | 42,933 | -5.7% | 0.31% | -11.8% |
WMT | Buy | WALMART INC | $2,652,000 | -15.6% | 21,813 | +3.4% | 0.30% | -9.5% |
AVGO | Buy | BROADCOM INC | $2,638,000 | -22.4% | 5,429 | +0.5% | 0.30% | -17.0% |
ETN | Buy | EATON CORP PLC | $2,626,000 | -16.2% | 20,840 | +0.9% | 0.30% | -10.1% |
CVS | Buy | CVS HEALTH CORP | $2,518,000 | -7.5% | 27,174 | +1.1% | 0.29% | -1.0% |
XOM | Sell | EXXON MOBIL CORP | $2,395,000 | -46.7% | 27,971 | -48.6% | 0.27% | -43.0% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,391,000 | -11.5% | 33,375 | -2.5% | 0.27% | -5.2% |
CVX | Buy | CHEVRON CORP NEW | $2,360,000 | +10.3% | 16,303 | +24.1% | 0.27% | +17.9% |
EMR | Buy | EMERSON ELEC CO | $2,265,000 | -18.2% | 28,480 | +0.9% | 0.26% | -12.5% |
CSCO | Sell | CISCO SYS INC | $2,207,000 | -23.6% | 51,750 | -0.1% | 0.25% | -18.1% |
SNA | Buy | SNAP ON INC | $2,188,000 | -3.4% | 11,104 | +0.8% | 0.25% | +3.7% |
SWK | Buy | STANLEY BLACK & DECKER INC | $2,167,000 | -20.4% | 20,668 | +6.1% | 0.25% | -14.8% |
DUK | Sell | DUKE ENERGY CORP NEW | $2,165,000 | -4.1% | 20,192 | -0.2% | 0.25% | +2.9% |
PEP | Sell | PEPSICO INC | $2,022,000 | -23.1% | 12,131 | -22.8% | 0.23% | -17.4% |
CE | Buy | CELANESE CORP DEL | $2,004,000 | -17.4% | 17,040 | +0.3% | 0.23% | -11.9% |
MCD | Buy | MCDONALDS CORP | $1,995,000 | +97.5% | 8,082 | +97.8% | 0.23% | +111.1% |
ABBV | Buy | ABBVIE INC | $1,987,000 | -5.5% | 12,972 | +0.0% | 0.23% | +1.3% |
MMM | Buy | 3M CO | $1,901,000 | -9.1% | 14,687 | +4.6% | 0.22% | -2.7% |
DG | Buy | DOLLAR GEN CORP NEW | $1,882,000 | +15.0% | 7,669 | +4.3% | 0.22% | +23.4% |
RY | Buy | ROYAL BK CDA | $1,870,000 | -11.7% | 19,310 | +0.5% | 0.21% | -5.3% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,852,000 | +11.9% | 6,571 | +3.6% | 0.21% | +19.8% |
VTI | VANGUARD INDEX FDStotal stk mkt | $1,827,000 | -17.2% | 9,689 | 0.0% | 0.21% | -11.4% | |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,772,000 | -27.0% | 37,009 | -22.8% | 0.20% | -21.6% |
D | Buy | DOMINION ENERGY INC | $1,758,000 | -5.6% | 22,031 | +0.5% | 0.20% | +1.0% |
PPL | Buy | PPL CORP | $1,740,000 | -4.9% | 64,140 | +0.2% | 0.20% | +1.5% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,689,000 | -19.6% | 7,465 | -4.6% | 0.19% | -14.2% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $1,681,000 | -9.6% | 20,309 | -8.9% | 0.19% | -3.5% |
ACGL | ARCH CAP GROUP LTDord | $1,630,000 | -6.1% | 35,823 | 0.0% | 0.19% | +0.5% | |
O | Buy | REALTY INCOME CORP | $1,619,000 | -1.0% | 23,713 | +0.5% | 0.18% | +5.7% |
FB | Buy | META PLATFORMS INCcl a | $1,618,000 | -24.3% | 10,035 | +4.3% | 0.18% | -19.2% |
BLK | Buy | BLACKROCK INC | $1,605,000 | -19.4% | 2,635 | +1.1% | 0.18% | -13.6% |
DHS | Buy | WISDOMTREE TRus high dividend | $1,526,000 | +52.4% | 18,546 | +63.2% | 0.18% | +63.6% |
BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $1,519,000 | +6.2% | 54,798 | +13.7% | 0.17% | +13.7% |
HD | Buy | HOME DEPOT INC | $1,508,000 | -6.2% | 5,496 | +2.3% | 0.17% | +0.6% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $1,426,000 | +31.3% | 56,823 | +32.3% | 0.16% | +40.5% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,391,000 | -18.4% | 3,799 | +1.5% | 0.16% | -12.6% |
HAS | Buy | HASBRO INC | $1,375,000 | +0.4% | 16,787 | +0.4% | 0.16% | +7.5% |
UL | Buy | UNILEVER PLCspon adr new | $1,342,000 | +1.5% | 29,289 | +0.9% | 0.15% | +9.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,327,000 | +36.7% | 609 | +74.5% | 0.15% | +46.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,316,000 | -10.0% | 3,489 | +7.8% | 0.15% | -3.2% |
IGIB | Sell | ISHARES TR | $1,264,000 | -96.3% | 24,750 | -96.0% | 0.14% | -96.0% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,249,000 | +5.7% | 16,262 | +7.2% | 0.14% | +13.5% |
IHF | ISHARES TRus hlthcr pr etf | $1,247,000 | -9.7% | 4,883 | 0.0% | 0.14% | -3.4% | |
AMAT | Buy | APPLIED MATLS INC | $1,238,000 | -29.3% | 13,609 | +2.5% | 0.14% | -24.1% |
XEL | Buy | XCEL ENERGY INC | $1,239,000 | +39.4% | 17,506 | +42.1% | 0.14% | +49.5% |
BKNG | Buy | BOOKING HOLDINGS INC | $1,244,000 | -22.8% | 711 | +3.6% | 0.14% | -17.4% |
VMW | Buy | VMWARE INC | $1,240,000 | +5.5% | 10,880 | +5.4% | 0.14% | +12.7% |
AZO | Buy | AUTOZONE INC | $1,210,000 | +12.0% | 563 | +6.6% | 0.14% | +20.9% |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,182,000 | -12.7% | 24,102 | +1.8% | 0.14% | -6.9% |
DIS | Buy | DISNEY WALT CO | $1,161,000 | -25.1% | 12,294 | +8.7% | 0.13% | -19.9% |
TRP | Buy | TC ENERGY CORP | $1,143,000 | -7.8% | 22,058 | +0.4% | 0.13% | -1.5% |
FISV | Buy | FISERV INC | $1,133,000 | -8.4% | 12,740 | +4.4% | 0.13% | -1.5% |
IR | Sell | INGERSOLL RAND INC | $1,040,000 | -16.7% | 24,724 | -0.3% | 0.12% | -10.5% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $1,032,000 | -27.1% | 67,599 | +0.9% | 0.12% | -21.9% |
CI | Buy | CIGNA CORP NEW | $1,022,000 | +23.1% | 3,877 | +11.9% | 0.12% | +31.5% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $952,000 | +43.4% | 38,460 | +45.3% | 0.11% | +53.5% |
PPT | Sell | PUTNAM PREMIER INCOME TRsh ben int | $943,000 | -12.9% | 248,160 | -8.6% | 0.11% | -6.9% |
SHM | Sell | SPDR SER TRnuveen blmbrg sh | $894,000 | -4.4% | 18,913 | -4.3% | 0.10% | +2.0% |
FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $846,000 | -8.3% | 16,709 | -3.9% | 0.10% | -2.0% |
UFPI | Buy | UFP INDUSTRIES INC | $835,000 | -5.3% | 12,247 | +7.1% | 0.10% | +2.1% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $831,000 | -0.5% | 8,644 | +2.6% | 0.10% | +6.7% |
YUM | YUM BRANDS INC | $820,000 | -4.2% | 7,226 | 0.0% | 0.09% | +2.2% | |
MLM | Sell | MARTIN MARIETTA MATLS INC | $810,000 | -55.3% | 2,706 | -42.5% | 0.09% | -52.1% |
ULTA | Buy | ULTA BEAUTY INC | $773,000 | +7.4% | 2,006 | +10.9% | 0.09% | +15.6% |
CBRE | Buy | CBRE GROUP INCcl a | $752,000 | -12.9% | 10,222 | +8.4% | 0.09% | -6.5% |
FANG | Buy | DIAMONDBACK ENERGY INC | $747,000 | -5.0% | 6,168 | +7.6% | 0.09% | +2.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $745,000 | +8.8% | 5,279 | +0.3% | 0.08% | +16.4% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $742,000 | +62.4% | 30,033 | +66.1% | 0.08% | +73.5% |
BLD | Buy | TOPBUILD CORP | $741,000 | +0.1% | 4,435 | +8.7% | 0.08% | +7.6% |
LLY | LILLY ELI & CO | $710,000 | +13.2% | 2,191 | 0.0% | 0.08% | +20.9% | |
IEI | Sell | ISHARES TR3 7 yr treas bd | $701,000 | -10.8% | 5,875 | -8.8% | 0.08% | -4.8% |
DHI | Buy | D R HORTON INC | $686,000 | -5.9% | 10,359 | +5.9% | 0.08% | +1.3% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $690,000 | +7.0% | 2,856 | +10.1% | 0.08% | +14.5% |
PSX | Sell | PHILLIPS 66 | $680,000 | -7.4% | 8,295 | -2.4% | 0.08% | 0.0% |
EXP | New | EAGLE MATLS INC | $676,000 | – | 6,147 | +100.0% | 0.08% | – |
AMGN | Sell | AMGEN INC | $670,000 | -2.9% | 2,755 | -3.5% | 0.08% | +4.1% |
DHR | DANAHER CORPORATION | $674,000 | -13.6% | 2,658 | 0.0% | 0.08% | -7.2% | |
NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $657,000 | -14.2% | 21,446 | +0.8% | 0.08% | -8.5% |
EFIV | Buy | SPDR SER TRs&p 500 esg etf | $651,000 | -16.3% | 17,958 | +0.3% | 0.08% | -9.6% |
HSY | Sell | HERSHEY CO | $656,000 | -4.1% | 3,050 | -3.4% | 0.08% | +2.7% |
AX | Buy | AXOS FINANCIAL INC | $644,000 | -16.6% | 17,973 | +8.0% | 0.07% | -10.8% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $641,000 | +4173.3% | 5,638 | +3985.5% | 0.07% | +3550.0% |
SCHW | Buy | SCHWAB CHARLES CORP | $641,000 | -20.0% | 10,142 | +6.8% | 0.07% | -15.1% |
DE | Buy | DEERE & CO | $627,000 | -27.8% | 2,095 | +0.2% | 0.07% | -22.6% |
FLRN | Sell | SPDR SER TRbloomberg invt | $616,000 | -6.8% | 20,469 | -5.6% | 0.07% | 0.0% |
CRM | Buy | SALESFORCE INC | $607,000 | -18.7% | 3,678 | +4.6% | 0.07% | -12.5% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $605,000 | -12.4% | 7,094 | +0.4% | 0.07% | -6.8% |
IBDR | Buy | ISHARES TRibonds dec2026 | $602,000 | +88.7% | 25,311 | +95.4% | 0.07% | +102.9% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $597,000 | -15.1% | 4,899 | -3.6% | 0.07% | -9.3% |
COF | Buy | CAPITAL ONE FINL CORP | $589,000 | -20.6% | 5,657 | +0.1% | 0.07% | -15.2% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $587,000 | -3.6% | 1,861 | +9.1% | 0.07% | +3.1% |
T | Buy | AT&T INC | $586,000 | -5.6% | 27,946 | +6.3% | 0.07% | +1.5% |
PRFT | Buy | PERFICIENT INC | $586,000 | -10.3% | 6,394 | +7.7% | 0.07% | -4.3% |
LDP | Sell | COHEN & STEERS LTD DURATION | $577,000 | -15.8% | 29,155 | -2.4% | 0.07% | -9.6% |
UNP | Sell | UNION PAC CORP | $557,000 | -22.1% | 2,612 | -0.2% | 0.06% | -15.8% |
COO | Buy | COOPER COS INC | $562,000 | +585.4% | 1,795 | +811.2% | 0.06% | +611.1% |
LH | Sell | LABORATORY CORP AMER HLDGS | $546,000 | -14.0% | 2,331 | -3.2% | 0.06% | -7.4% |
TSLA | Sell | TESLA INC | $540,000 | -57.6% | 802 | -32.1% | 0.06% | -54.4% |
QQQ | INVESCO QQQ TRunit ser 1 | $530,000 | -22.7% | 1,893 | 0.0% | 0.06% | -16.4% | |
NEE | Sell | NEXTERA ENERGY INC | $529,000 | -8.6% | 6,825 | -0.1% | 0.06% | -1.6% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $503,000 | -17.1% | 15,332 | +0.6% | 0.06% | -10.8% |
PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $498,000 | -9.6% | 21,250 | -3.8% | 0.06% | -3.4% |
TSCO | Sell | TRACTOR SUPPLY CO | $500,000 | -18.7% | 2,578 | -2.2% | 0.06% | -13.6% |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $481,000 | -16.1% | 5,213 | +1.1% | 0.06% | -9.8% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $476,000 | -35.7% | 11,937 | -29.1% | 0.06% | -30.4% |
UTG | Sell | REAVES UTIL INCOME FD | $465,000 | -11.8% | 15,000 | -1.6% | 0.05% | -5.4% |
V | Sell | VISA INC | $453,000 | -11.5% | 2,301 | -0.3% | 0.05% | -5.5% |
HRL | Sell | HORMEL FOODS CORP | $458,000 | -8.4% | 9,662 | -0.3% | 0.05% | -1.9% |
IAU | ISHARES GOLD TRishares new | $458,000 | -6.9% | 13,349 | 0.0% | 0.05% | -1.9% | |
Buy | GENERAL ELECTRIC CO | $442,000 | +505.5% | 6,939 | +771.7% | 0.05% | +537.5% | |
SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $438,000 | -5.0% | 8,822 | -4.3% | 0.05% | +2.0% |
PFF | Buy | ISHARES TRpfd and incm sec | $425,000 | +174.2% | 12,925 | +204.5% | 0.05% | +188.2% |
DVYE | Buy | ISHARES INCem mkts div etf | $424,000 | -4.9% | 15,957 | +16.9% | 0.05% | +2.1% |
COST | Buy | COSTCO WHSL CORP NEW | $429,000 | -16.5% | 894 | +0.2% | 0.05% | -10.9% |
CMCSA | Sell | COMCAST CORP NEWcl a | $419,000 | -19.9% | 10,674 | -4.5% | 0.05% | -14.3% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.05% | -17.5% | |
HYMB | Sell | SPDR SER TRnuveen bloomberg | $400,000 | -10.5% | 7,789 | -3.9% | 0.05% | -4.2% |
MERC | MERCER INTL INC | $405,000 | -5.8% | 30,832 | 0.0% | 0.05% | 0.0% | |
VUG | VANGUARD INDEX FDSgrowth etf | $399,000 | -22.5% | 1,791 | 0.0% | 0.05% | -16.4% | |
IDXX | Sell | IDEXX LABS INC | $392,000 | -45.9% | 1,119 | -15.4% | 0.04% | -41.6% |
ROST | Sell | ROSS STORES INC | $391,000 | -24.8% | 5,573 | -3.1% | 0.04% | -19.6% |
PRU | Buy | PRUDENTIAL FINL INC | $390,000 | +25.8% | 4,077 | +55.6% | 0.04% | +36.4% |
ESGE | Sell | ISHARES INCesg awr msci em | $387,000 | -32.1% | 11,993 | -22.8% | 0.04% | -27.9% |
HYLB | Sell | DBX ETF TRxtrack usd high | $374,000 | -48.4% | 11,077 | -42.3% | 0.04% | -44.9% |
PYPL | Sell | PAYPAL HLDGS INC | $379,000 | -39.8% | 5,426 | -0.4% | 0.04% | -35.8% |
HYT | New | BLACKROCK CORPOR HI YLD FD I | $379,000 | – | 39,790 | +100.0% | 0.04% | – |
BP | Buy | BP PLCsponsored adr | $369,000 | +427.1% | 13,031 | +445.9% | 0.04% | +500.0% |
IVW | ISHARES TRs&p 500 grwt etf | $354,000 | -21.0% | 5,866 | 0.0% | 0.04% | -14.6% | |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $356,000 | -16.6% | 8,720 | -1.8% | 0.04% | -10.9% |
ALLE | ALLEGION PLC | $351,000 | -10.9% | 3,586 | 0.0% | 0.04% | -4.8% | |
YUMC | Buy | YUM CHINA HLDGS INC | $350,000 | +17.1% | 7,211 | +0.0% | 0.04% | +25.0% |
FAST | FASTENAL CO | $346,000 | -16.0% | 6,930 | 0.0% | 0.04% | -9.1% | |
AOD | Buy | ABERDEEN TOTAL DYNAMIC DIVD | $347,000 | -12.4% | 42,889 | +4.2% | 0.04% | -4.8% |
MUNI | Sell | PIMCO ETF TRinter mun bd act | $349,000 | -6.7% | 6,779 | -4.0% | 0.04% | 0.0% |
GNTX | Sell | GENTEX CORP | $343,000 | -6.8% | 12,256 | -2.8% | 0.04% | 0.0% |
KMB | KIMBERLY-CLARK CORP | $340,000 | +9.7% | 2,513 | 0.0% | 0.04% | +18.2% | |
LQD | Buy | ISHARES TRiboxx inv cp etf | $316,000 | +5166.7% | 2,875 | +6017.0% | 0.04% | +3500.0% |
AVUS | AMERICAN CENTY ETF TRus eqt etf | $303,000 | -15.6% | 4,655 | 0.0% | 0.04% | -7.9% | |
IWR | ISHARES TRrus mid cap etf | $298,000 | -17.0% | 4,603 | 0.0% | 0.03% | -10.5% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $293,000 | -5.2% | 2,302 | +18.5% | 0.03% | +3.0% |
COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $295,000 | +8.9% | 7,210 | +6.7% | 0.03% | +17.2% |
QUAL | ISHARES TRmsci usa qlt fct | $300,000 | -16.9% | 2,682 | 0.0% | 0.03% | -12.8% | |
IDV | Sell | ISHARES TRintl sel div etf | $284,000 | -17.4% | 10,454 | -3.6% | 0.03% | -10.8% |
HNDL | New | STRATEGY SHSns 7handl idx | $290,000 | – | 14,070 | +100.0% | 0.03% | – |
BAC | Sell | BK OF AMERICA CORP | $287,000 | -24.5% | 9,206 | -0.1% | 0.03% | -19.5% |
ORCL | Buy | ORACLE CORP | $275,000 | -12.1% | 3,935 | +4.1% | 0.03% | -6.1% |
GLD | SPDR GOLD TR | $267,000 | -6.6% | 1,585 | 0.0% | 0.03% | 0.0% | |
DSI | ISHARES TRmsci kld400 soc | $274,000 | -17.0% | 3,813 | 0.0% | 0.03% | -11.4% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $273,000 | -15.2% | 3,125 | 0.0% | 0.03% | -8.8% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $271,000 | -13.1% | 5,422 | 0.0% | 0.03% | -6.1% | |
IYR | Sell | ISHARES TRu.s. real es etf | $261,000 | -16.6% | 2,839 | -2.0% | 0.03% | -9.1% |
IBTE | ISHARES TRibonds 24 trm ts | $264,000 | -0.8% | 10,797 | 0.0% | 0.03% | +7.1% | |
HSBC | Buy | HSBC HLDGS PLCspon adr new | $252,000 | +514.6% | 7,721 | +537.6% | 0.03% | +625.0% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $255,000 | -12.1% | 9,000 | 0.0% | 0.03% | -6.5% | |
CYRX | CRYOPORT INC | $248,000 | -11.1% | 8,000 | 0.0% | 0.03% | -6.7% | |
AXON | Buy | AXON ENTERPRISE INC | $238,000 | +1.7% | 2,554 | +50.2% | 0.03% | +8.0% |
WHR | WHIRLPOOL CORP | $236,000 | -10.3% | 1,524 | 0.0% | 0.03% | -3.6% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $238,000 | -31.6% | 1,403 | -17.2% | 0.03% | -27.0% |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $237,000 | -13.8% | 505 | 0.0% | 0.03% | -6.9% | |
FIBK | FIRST INTST BANCSYSTEM INC | $229,000 | +3.6% | 6,000 | 0.0% | 0.03% | +8.3% | |
BA | Sell | BOEING CO | $223,000 | -28.5% | 1,628 | -0.1% | 0.03% | -21.2% |
MSB | MESABI TRctf ben int | $226,000 | -8.5% | 9,270 | 0.0% | 0.03% | 0.0% | |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $220,000 | -17.3% | 6,031 | 0.0% | 0.02% | -10.7% | |
EVV | Sell | EATON VANCE LTD DURATION INC | $219,000 | -14.1% | 21,220 | -2.6% | 0.02% | -7.4% |
CWI | SPDR INDEX SHS FDSmsci acwi exus | $213,000 | -13.4% | 8,943 | 0.0% | 0.02% | -7.7% | |
DGX | QUEST DIAGNOSTICS INC | $211,000 | -2.8% | 1,585 | 0.0% | 0.02% | +4.3% | |
QCOM | Buy | QUALCOMM INC | $205,000 | +3.0% | 1,606 | +23.5% | 0.02% | +9.5% |
IDOG | ALPS ETF TRintl sec dv dog | $205,000 | -10.5% | 8,130 | 0.0% | 0.02% | -4.2% | |
EFA | Sell | ISHARES TRmsci eafe etf | $205,000 | -34.9% | 3,281 | -23.3% | 0.02% | -32.4% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $189,000 | +3.3% | 2,459 | -2.0% | 0.02% | +10.0% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $183,000 | -21.5% | 1,046 | 0.0% | 0.02% | -16.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $184,000 | -15.6% | 444 | 0.0% | 0.02% | -8.7% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $180,000 | -17.8% | 2,947 | 0.0% | 0.02% | -8.7% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $184,000 | -16.4% | 2,500 | 0.0% | 0.02% | -12.5% | |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $172,000 | -16.1% | 6,328 | +0.0% | 0.02% | -9.1% |
COP | Buy | CONOCOPHILLIPS | $173,000 | +8.8% | 1,926 | +21.1% | 0.02% | +17.6% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $179,000 | -5.3% | 1,177 | +0.7% | 0.02% | 0.0% |
SO | Buy | SOUTHERN CO | $166,000 | -1.8% | 2,327 | +0.0% | 0.02% | +5.6% |
SDG | ISHARES TRmsci gbl sus dev | $162,000 | -6.4% | 2,032 | 0.0% | 0.02% | +5.6% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $167,000 | +128.8% | 2,647 | +152.1% | 0.02% | +137.5% |
IBTF | ISHARES TRibonds 25 trm ts | $163,000 | -1.2% | 6,799 | 0.0% | 0.02% | +5.6% | |
AEE | AMEREN CORP | $159,000 | -3.0% | 1,754 | 0.0% | 0.02% | 0.0% | |
LNT | ALLIANT ENERGY CORP | $156,000 | -6.0% | 2,661 | 0.0% | 0.02% | 0.0% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $158,000 | -19.4% | 1,068 | 0.0% | 0.02% | -14.3% | |
EPD | ENTERPRISE PRODS PARTNERS L | $156,000 | -6.0% | 6,417 | 0.0% | 0.02% | 0.0% | |
ECL | Sell | ECOLAB INC | $157,000 | -13.3% | 1,022 | -0.5% | 0.02% | -5.3% |
DRI | Buy | DARDEN RESTAURANTS INC | $147,000 | -15.0% | 1,303 | +0.2% | 0.02% | -5.6% |
VBR | VANGUARD INDEX FDSsm cp val etf | $150,000 | -14.8% | 1,000 | 0.0% | 0.02% | -10.5% | |
ACN | Sell | ACCENTURE PLC IRELAND | $147,000 | -18.3% | 530 | -0.6% | 0.02% | -10.5% |
MS | Sell | MORGAN STANLEY | $145,000 | -58.2% | 1,913 | -80.8% | 0.02% | -54.1% |
NVDA | Sell | NVIDIA CORPORATION | $146,000 | -48.6% | 965 | -7.1% | 0.02% | -43.3% |
MMC | MARSH & MCLENNAN COS INC | $147,000 | -8.7% | 947 | 0.0% | 0.02% | 0.0% | |
ALL | Sell | ALLSTATE CORP | $144,000 | -12.2% | 1,139 | -3.9% | 0.02% | -11.1% |
MLHR | MILLERKNOLL INC | $140,000 | -23.9% | 5,325 | 0.0% | 0.02% | -20.0% | |
IBDS | ISHARES TRibonds 27 etf | $141,000 | -4.1% | 5,890 | 0.0% | 0.02% | 0.0% | |
PM | Buy | PHILIP MORRIS INTL INC | $138,000 | +5.3% | 1,401 | +0.4% | 0.02% | +14.3% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $137,000 | -25.9% | 1,000 | 0.0% | 0.02% | -20.0% | |
ES | EVERSOURCE ENERGY | $136,000 | -4.2% | 1,613 | 0.0% | 0.02% | +6.7% | |
OGE | OGE ENERGY CORP | $138,000 | -5.5% | 3,581 | 0.0% | 0.02% | 0.0% | |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $132,000 | -2.2% | 2,770 | +0.4% | 0.02% | +7.1% |
MCK | MCKESSON CORP | $133,000 | +6.4% | 407 | 0.0% | 0.02% | +15.4% | |
KR | Sell | KROGER CO | $129,000 | -17.3% | 2,718 | -0.1% | 0.02% | -11.8% |
MCHP | MICROCHIP TECHNOLOGY INC. | $128,000 | -22.4% | 2,200 | 0.0% | 0.02% | -16.7% | |
ZTS | Buy | ZOETIS INCcl a | $134,000 | -8.8% | 782 | +0.1% | 0.02% | -6.2% |
SDY | SPDR SER TRs&p divid etf | $132,000 | -7.7% | 1,113 | 0.0% | 0.02% | 0.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC | $132,000 | -4.3% | 656 | +43.9% | 0.02% | 0.0% |
INTU | Sell | INTUIT | $132,000 | -24.1% | 343 | -5.2% | 0.02% | -21.1% |
NTES | NETEASE INCsponsored ads | $134,000 | +3.9% | 1,440 | 0.0% | 0.02% | +7.1% | |
F | Buy | FORD MTR CO DEL | $127,000 | -34.2% | 11,436 | +0.1% | 0.02% | -28.6% |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $119,000 | -19.6% | 4,155 | -8.2% | 0.01% | -12.5% |
IP | Buy | INTERNATIONAL PAPER CO | $118,000 | +490.0% | 2,826 | +563.4% | 0.01% | +600.0% |
IXC | Sell | ISHARES TRglobal energ etf | $123,000 | -17.4% | 3,629 | -12.1% | 0.01% | -12.5% |
AFG | Buy | AMERICAN FINL GROUP INC OHIO | $111,000 | -4.3% | 798 | +0.3% | 0.01% | +8.3% |
AVDE | AMERICAN CENTY ETF TRintl eqt etf | $114,000 | -16.2% | 2,246 | 0.0% | 0.01% | -13.3% | |
IEMG | Buy | ISHARES INCcore msci emkt | $114,000 | -11.6% | 2,322 | +0.0% | 0.01% | -7.1% |
IDA | IDACORP INC | $110,000 | -8.3% | 1,037 | 0.0% | 0.01% | 0.0% | |
JETS | Buy | ETF SER SOLUTIONSus glb jets | $116,000 | +11500.0% | 7,025 | +28000.0% | 0.01% | – |
WEC | Buy | WEC ENERGY GROUP INC | $117,000 | +0.9% | 1,162 | +0.3% | 0.01% | +8.3% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $113,000 | -10.3% | 1,111 | -1.2% | 0.01% | 0.0% |
MO | Buy | ALTRIA GROUP INC | $112,000 | -19.4% | 2,680 | +1.0% | 0.01% | -13.3% |
GDS | New | GDS HLDGS LTDsponsored ads | $117,000 | – | 3,500 | +100.0% | 0.01% | – |
FDX | FEDEX CORP | $116,000 | -1.7% | 511 | 0.0% | 0.01% | 0.0% | |
AJG | GALLAGHER ARTHUR J & CO | $101,000 | -6.5% | 618 | 0.0% | 0.01% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $105,000 | -7.9% | 474 | 0.0% | 0.01% | 0.0% | |
WM | WASTE MGMT INC DEL | $101,000 | -3.8% | 663 | 0.0% | 0.01% | +9.1% | |
SYY | Buy | SYSCO CORP | $108,000 | +71.4% | 1,272 | +64.8% | 0.01% | +71.4% |
ARCC | Buy | ARES CAPITAL CORP | $103,000 | +15.7% | 5,763 | +36.2% | 0.01% | +20.0% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $97,000 | -13.4% | 1,245 | -0.1% | 0.01% | -8.3% |
OHI | Sell | OMEGA HEALTHCARE INVS INC | $95,000 | -15.9% | 3,363 | -7.1% | 0.01% | -8.3% |
MCO | MOODYS CORP | $95,000 | -19.5% | 350 | 0.0% | 0.01% | -15.4% | |
EEM | ISHARES TRmsci emg mkt etf | $94,000 | -11.3% | 2,351 | 0.0% | 0.01% | 0.0% | |
AXP | Sell | AMERICAN EXPRESS CO | $99,000 | -26.7% | 717 | -0.4% | 0.01% | -21.4% |
AMP | AMERIPRISE FINL INC | $97,000 | -21.1% | 410 | 0.0% | 0.01% | -15.4% | |
TSN | Sell | TYSON FOODS INCcl a | $93,000 | -4.1% | 1,083 | -0.1% | 0.01% | +10.0% |
MDU | MDU RES GROUP INC | $92,000 | +1.1% | 3,408 | 0.0% | 0.01% | +10.0% | |
RA | BROOKFIELD REAL ASSETS INCOM | $92,000 | -11.5% | 5,000 | 0.0% | 0.01% | 0.0% | |
WSM | WILLIAMS SONOMA INC | $90,000 | -23.1% | 809 | 0.0% | 0.01% | -23.1% | |
GPC | GENUINE PARTS CO | $86,000 | +4.9% | 650 | 0.0% | 0.01% | +11.1% | |
New | WARNER BROS DISCOVERY INC | $89,000 | – | 6,664 | +100.0% | 0.01% | – | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $86,000 | -19.6% | 471 | -6.0% | 0.01% | -9.1% |
CMA | COMERICA INC | $85,000 | -19.0% | 1,158 | 0.0% | 0.01% | -9.1% | |
CAT | Buy | CATERPILLAR INC | $88,000 | -20.0% | 493 | +0.2% | 0.01% | -16.7% |
IVE | ISHARES TRs&p 500 val etf | $83,000 | -11.7% | 604 | 0.0% | 0.01% | 0.0% | |
PLD | PROLOGIS INC. | $87,000 | -26.9% | 740 | 0.0% | 0.01% | -23.1% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $86,000 | -46.2% | 781 | +0.3% | 0.01% | -41.2% |
QAI | INDEXIQ ETF TRhedge mlti etf | $91,000 | -7.1% | 3,175 | 0.0% | 0.01% | 0.0% | |
XYL | XYLEM INC | $83,000 | -8.8% | 1,062 | 0.0% | 0.01% | 0.0% | |
RUTH | RUTHS HOSPITALITY GROUP INC | $81,000 | -28.9% | 5,000 | 0.0% | 0.01% | -25.0% | |
ITW | Sell | ILLINOIS TOOL WKS INC | $79,000 | -39.2% | 435 | -29.8% | 0.01% | -35.7% |
HSIC | HENRY SCHEIN INC | $75,000 | -11.8% | 974 | 0.0% | 0.01% | 0.0% | |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $76,000 | -6.2% | 2,990 | +3.1% | 0.01% | 0.0% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $77,000 | -21.4% | 937 | 0.0% | 0.01% | -10.0% | |
LIN | Buy | LINDE PLC | $77,000 | -9.4% | 267 | +0.8% | 0.01% | 0.0% |
CSX | Buy | CSX CORP | $78,000 | +116.7% | 2,677 | +180.6% | 0.01% | +125.0% |
NFLX | Buy | NETFLIX INC | $79,000 | -53.3% | 454 | +0.9% | 0.01% | -50.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $81,000 | +1925.0% | 1,139 | +2323.4% | 0.01% | – |
TTC | TORO CO | $78,000 | -11.4% | 1,028 | 0.0% | 0.01% | 0.0% | |
USMV | ISHARES TRmsci usa min vol | $80,000 | -9.1% | 1,141 | 0.0% | 0.01% | 0.0% | |
USO | Sell | UNITED STS OIL FD LPunits | $81,000 | +8.0% | 1,006 | -0.1% | 0.01% | +12.5% |
IBTD | ISHARES TRibonds 23 trm ts | $79,000 | 0.0% | 3,151 | 0.0% | 0.01% | +12.5% | |
CFG | CITIZENS FINL GROUP INC | $75,000 | -21.1% | 2,104 | 0.0% | 0.01% | -10.0% | |
FTV | FORTIVE CORP | $81,000 | -10.0% | 1,481 | 0.0% | 0.01% | -10.0% | |
GTY | GETTY RLTY CORP NEW | $76,000 | -7.3% | 2,850 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $75,000 | 0.0% | 672 | 0.0% | 0.01% | +12.5% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $68,000 | -24.4% | 1,002 | -0.4% | 0.01% | -20.0% |
CL | COLGATE PALMOLIVE CO | $69,000 | +6.2% | 855 | 0.0% | 0.01% | +14.3% | |
VFH | VANGUARD WORLD FDSfinancials etf | $72,000 | -17.2% | 933 | 0.0% | 0.01% | -11.1% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $69,000 | -6.8% | 860 | 0.0% | 0.01% | 0.0% | |
CNP | Sell | CENTERPOINT ENERGY INC | $72,000 | -26.5% | 2,439 | -23.6% | 0.01% | -20.0% |
DEO | DIAGEO PLCspon adr new | $72,000 | -14.3% | 413 | 0.0% | 0.01% | -11.1% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $74,000 | -12.9% | 570 | 0.0% | 0.01% | -11.1% | |
New | DIMENSIONAL ETF TRUSTus mktwide value | $71,000 | – | 2,239 | +100.0% | 0.01% | – | |
Y | ALLEGHANY CORP MD | $72,000 | -1.4% | 86 | 0.0% | 0.01% | 0.0% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $69,000 | +3.0% | 269 | +0.4% | 0.01% | +14.3% |
ALB | ALBEMARLE CORP | $66,000 | -5.7% | 317 | 0.0% | 0.01% | +14.3% | |
THCX | New | SPINNAKER ETF SERIEScannabis etf | $70,000 | – | 19,000 | +100.0% | 0.01% | – |
ADI | Buy | ANALOG DEVICES INC | $69,000 | -10.4% | 470 | +0.6% | 0.01% | 0.0% |
GSK | GSK PLCsponsored adr | $68,000 | 0.0% | 1,551 | 0.0% | 0.01% | +14.3% | |
OTTR | Buy | OTTER TAIL CORP | $73,000 | +7.4% | 1,092 | +0.1% | 0.01% | +14.3% |
BDX | Sell | BECTON DICKINSON & CO | $68,000 | -6.8% | 275 | -0.4% | 0.01% | 0.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $67,000 | -1.5% | 1,086 | -0.1% | 0.01% | +14.3% |
ADSK | Sell | AUTODESK INC | $69,000 | -20.7% | 404 | -0.5% | 0.01% | -11.1% |
MAS | MASCO CORP | $63,000 | -1.6% | 1,247 | 0.0% | 0.01% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $63,000 | -18.2% | 1,222 | 0.0% | 0.01% | -12.5% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $63,000 | -6.0% | 899 | 0.0% | 0.01% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $59,000 | -22.4% | 432 | 0.0% | 0.01% | -12.5% | |
XLF | SELECT SECTOR SPDR TRfinancial | $63,000 | -18.2% | 2,000 | 0.0% | 0.01% | -12.5% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $57,000 | -6.6% | 104 | +1.0% | 0.01% | 0.0% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $57,000 | -8.1% | 1,300 | +11.2% | 0.01% | 0.0% |
MUB | ISHARES TRnational mun etf | $57,000 | -1.7% | 533 | 0.0% | 0.01% | +16.7% | |
USA | LIBERTY ALL STAR EQUITY FDsh ben int | $50,000 | -23.1% | 8,006 | 0.0% | 0.01% | -14.3% | |
KLAC | Buy | KLA CORP | $50,000 | -12.3% | 158 | +0.6% | 0.01% | 0.0% |
TFC | Buy | TRUIST FINL CORP | $52,000 | -17.5% | 1,104 | +0.1% | 0.01% | -14.3% |
BSCN | INVESCO EXCH TRD SLF IDX FD | $50,000 | -2.0% | 2,405 | 0.0% | 0.01% | +20.0% | |
ANET | Sell | ARISTA NETWORKS INC | $54,000 | -35.7% | 580 | -4.0% | 0.01% | -33.3% |
NVS | NOVARTIS AGsponsored adr | $53,000 | -3.6% | 628 | 0.0% | 0.01% | 0.0% | |
Buy | DIGITAL WORLD ACQUISITION CO | $50,000 | +1150.0% | 2,067 | +2985.1% | 0.01% | – | |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $55,000 | -1.8% | 826 | -1.9% | 0.01% | 0.0% |
NTRS | Buy | NORTHERN TR CORP | $53,000 | -15.9% | 548 | +0.7% | 0.01% | -14.3% |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $55,000 | -20.3% | 252 | 0.0% | 0.01% | -14.3% | |
SYK | Buy | STRYKER CORPORATION | $54,000 | -25.0% | 272 | +1.5% | 0.01% | -25.0% |
BLDR | New | BUILDERS FIRSTSOURCE INC | $54,000 | – | 1,000 | +100.0% | 0.01% | – |
FSK | FS KKR CAP CORP | $54,000 | -14.3% | 2,779 | 0.0% | 0.01% | -14.3% | |
NKE | Buy | NIKE INCcl b | $54,000 | -23.9% | 531 | +0.6% | 0.01% | -25.0% |
AVY | AVERY DENNISON CORP | $53,000 | -7.0% | 327 | 0.0% | 0.01% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $52,000 | -25.7% | 681 | +6.9% | 0.01% | -14.3% |
CME | Buy | CME GROUP INC | $56,000 | -13.8% | 275 | +1.5% | 0.01% | -14.3% |
EHC | ENCOMPASS HEALTH CORP | $56,000 | -21.1% | 1,000 | 0.0% | 0.01% | -25.0% | |
SCZ | ISHARES TReafe sml cp etf | $49,000 | -18.3% | 903 | 0.0% | 0.01% | 0.0% | |
NNN | Buy | NATIONAL RETAIL PROPERTIES I | $55,000 | -5.2% | 1,289 | +0.2% | 0.01% | 0.0% |
FDL | FIRST TR MORNINGSTAR DIVID L | $52,000 | -5.5% | 1,470 | 0.0% | 0.01% | 0.0% | |
ENB | Buy | ENBRIDGE INC | $56,000 | -8.2% | 1,327 | +0.5% | 0.01% | -14.3% |
VNQ | VANGUARD INDEX FDSreal estate etf | $49,000 | -15.5% | 533 | 0.0% | 0.01% | 0.0% | |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | – | 314 | +100.0% | 0.01% | – |
CII | BLACKROCK ENHANCD CAP & INM | $42,000 | -14.3% | 2,367 | 0.0% | 0.01% | 0.0% | |
IJK | ISHARES TRs&p mc 400gr etf | $40,000 | -16.7% | 625 | 0.0% | 0.01% | 0.0% | |
TJX | Buy | TJX COS INC NEW | $44,000 | -4.3% | 787 | +3.0% | 0.01% | 0.0% |
TMUS | T-MOBILE US INC | $46,000 | +4.5% | 339 | 0.0% | 0.01% | 0.0% | |
SGEN | SEAGEN INC | $48,000 | +23.1% | 271 | 0.0% | 0.01% | +25.0% | |
LULU | LULULEMON ATHLETICA INC | $43,000 | -24.6% | 156 | 0.0% | 0.01% | -16.7% | |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $47,000 | +2.2% | 1,105 | +1.4% | 0.01% | 0.0% |
TRMB | TRIMBLE INC | $41,000 | -18.0% | 697 | 0.0% | 0.01% | 0.0% | |
New | INVENTRUST PPTYS CORP | $41,000 | – | 1,584 | +100.0% | 0.01% | – | |
AVA | AVISTA CORP | $44,000 | -2.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE | $43,000 | -14.0% | 1,312 | 0.0% | 0.01% | 0.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $44,000 | -6.4% | 702 | 0.0% | 0.01% | 0.0% | |
SH | PROSHARES TRshort s&p 500 ne | $46,000 | +15.0% | 2,811 | 0.0% | 0.01% | +25.0% | |
THO | THOR INDS INC | $41,000 | -6.8% | 555 | 0.0% | 0.01% | 0.0% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $42,000 | -33.3% | 1,014 | -25.7% | 0.01% | -28.6% |
ESML | ISHARES TResg aware msci | $47,000 | -17.5% | 1,500 | 0.0% | 0.01% | -16.7% | |
CARR | Buy | CARRIER GLOBAL CORPORATION | $40,000 | +29.0% | 1,133 | +65.9% | 0.01% | +66.7% |
ASML | ASML HOLDING N V | $43,000 | -29.5% | 91 | 0.0% | 0.01% | -28.6% | |
VB | VANGUARD INDEX FDSsmall cp etf | $48,000 | -17.2% | 275 | 0.0% | 0.01% | -16.7% | |
SPSB | SPDR SER TRportfolio short | $48,000 | 0.0% | 1,598 | 0.0% | 0.01% | 0.0% | |
RYN | RAYONIER INC | $36,000 | -10.0% | 964 | 0.0% | 0.00% | 0.0% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $33,000 | -19.5% | 166 | 0.0% | 0.00% | 0.0% | |
EIX | EDISON INTL | $38,000 | -9.5% | 594 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY BRANDS INC | $31,000 | -60.3% | 10,015 | 0.0% | 0.00% | -50.0% | |
IIVI | II-VI INC | $37,000 | -28.8% | 720 | 0.0% | 0.00% | -33.3% | |
CTVA | CORTEVA INC | $38,000 | -5.0% | 704 | 0.0% | 0.00% | 0.0% | |
ACVF | New | ETF OPPORTUNITIES TRUSTamerican conser | $39,000 | – | 1,382 | +100.0% | 0.00% | – |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $31,000 | -35.4% | 168 | +2.4% | 0.00% | -20.0% |
NOW | Sell | SERVICENOW INC | $32,000 | -15.8% | 68 | -1.4% | 0.00% | 0.0% |
DRE | DUKE REALTY CORP | $33,000 | -5.7% | 600 | 0.0% | 0.00% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC | $32,000 | -8.6% | 179 | 0.0% | 0.00% | 0.0% | |
TBF | PROSHARES TRshrt 20+yr tre | $38,000 | +11.8% | 1,907 | 0.0% | 0.00% | 0.0% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $34,000 | +47.8% | 203 | +99.0% | 0.00% | +100.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $34,000 | -8.1% | 203 | +1.0% | 0.00% | 0.0% |
ALE | ALLETE INC | $32,000 | -11.1% | 543 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC | $34,000 | -30.6% | 624 | 0.0% | 0.00% | -20.0% | |
CDXS | CODEXIS INC | $37,000 | -48.6% | 3,500 | 0.0% | 0.00% | -50.0% | |
BMI | New | BADGER METER INC | $32,000 | – | 400 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC | $31,000 | – | 1,607 | +100.0% | 0.00% | – |
STAG | Buy | STAG INDL INC | $35,000 | -23.9% | 1,128 | +0.5% | 0.00% | -20.0% |
ITT | ITT INC | $34,000 | -10.5% | 500 | 0.0% | 0.00% | 0.0% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $38,000 | -22.4% | 220 | -6.0% | 0.00% | -20.0% |
BLL | Buy | BALL CORP | $33,000 | -25.0% | 487 | +0.2% | 0.00% | -20.0% |
ILMN | Sell | ILLUMINA INC | $39,000 | -48.0% | 210 | -1.9% | 0.00% | -50.0% |
CHD | Buy | CHURCH & DWIGHT CO INC | $38,000 | -5.0% | 408 | +1.0% | 0.00% | 0.0% |
BRSP | BRIGHTSPIRE CAPITAL INC | $38,000 | -19.1% | 5,094 | 0.0% | 0.00% | -20.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $33,000 | -17.5% | 473 | 0.0% | 0.00% | 0.0% | |
HPQ | Buy | HP INC | $37,000 | -9.8% | 1,131 | +0.4% | 0.00% | 0.0% |
DGP | DEUTSCHE BK AG LONDON BRHdb gold dbl lng | $34,000 | -12.8% | 900 | 0.0% | 0.00% | 0.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $39,000 | +56.0% | 556 | +69.5% | 0.00% | +33.3% |
PII | POLARIS INC | $33,000 | -5.7% | 330 | 0.0% | 0.00% | 0.0% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $34,000 | -8.1% | 2,742 | 0.0% | 0.00% | 0.0% | |
QLTA | ISHARES TRa rate cp bd etf | $33,000 | -8.3% | 685 | 0.0% | 0.00% | 0.0% | |
GILD | GILEAD SCIENCES INC | $33,000 | +6.5% | 529 | 0.0% | 0.00% | +33.3% | |
DOW | Buy | DOW INC | $23,000 | -14.8% | 437 | +1.6% | 0.00% | 0.0% |
GCO | GENESCO INC | $25,000 | -21.9% | 500 | 0.0% | 0.00% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC | $30,000 | -14.3% | 192 | 0.0% | 0.00% | -25.0% | |
FNV | Sell | FRANCO NEV CORP | $25,000 | -57.6% | 190 | -48.6% | 0.00% | -50.0% |
XHR | New | XENIA HOTELS & RESORTS INC | $29,000 | – | 1,981 | +100.0% | 0.00% | – |
EL | Buy | LAUDER ESTEE COS INCcl a | $22,000 | -4.3% | 86 | +1.2% | 0.00% | +50.0% |
PAYX | Sell | PAYCHEX INC | $30,000 | -21.1% | 262 | -4.7% | 0.00% | -25.0% |
HE | HAWAIIAN ELEC INDUSTRIES | $26,000 | -3.7% | 630 | 0.0% | 0.00% | 0.0% | |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $26,000 | -16.1% | 609 | +50.0% | 0.00% | 0.0% |
SEDG | SOLAREDGE TECHNOLOGIES INC | $27,000 | -15.6% | 100 | 0.0% | 0.00% | 0.0% | |
BBY | Buy | BEST BUY INC | $27,000 | – | 410 | +13566.7% | 0.00% | – |
HOLX | Buy | HOLOGIC INC | $30,000 | -9.1% | 431 | +0.7% | 0.00% | -25.0% |
APH | Buy | AMPHENOL CORP NEWcl a | $22,000 | -12.0% | 336 | +0.6% | 0.00% | 0.0% |
FIS | FIDELITY NATL INFORMATION SV | $29,000 | -9.4% | 319 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $28,000 | -3.4% | 116 | 0.0% | 0.00% | 0.0% | |
DXJ | WISDOMTREE TRjapn hedge eqt | $22,000 | -4.3% | 352 | 0.0% | 0.00% | +50.0% | |
ABC | AMERISOURCEBERGEN CORP | $28,000 | -9.7% | 198 | 0.0% | 0.00% | 0.0% | |
SAP | SAP SEspon adr | $25,000 | -19.4% | 277 | 0.0% | 0.00% | 0.0% | |
NEP | NEXTERA ENERGY PARTNERS LP | $22,000 | -12.0% | 295 | 0.0% | 0.00% | 0.0% | |
THC | TENET HEALTHCARE CORP | $22,000 | -38.9% | 416 | 0.0% | 0.00% | -25.0% | |
TTD | Buy | THE TRADE DESK INC | $23,000 | -34.3% | 553 | +9.9% | 0.00% | -25.0% |
PIPR | PIPER SANDLER COMPANIES | $29,000 | -12.1% | 255 | 0.0% | 0.00% | -25.0% | |
BAX | BAXTER INTL INC | $26,000 | -16.1% | 400 | 0.0% | 0.00% | 0.0% | |
WPC | Buy | WP CAREY INC | $22,000 | +4.8% | 266 | +1.1% | 0.00% | +50.0% |
MOS | Sell | MOSAIC CO NEW | $22,000 | -33.3% | 464 | -7.2% | 0.00% | -25.0% |
COG | Sell | COTERRA ENERGY INC | $26,000 | -10.3% | 1,025 | -3.2% | 0.00% | 0.0% |
DVY | ISHARES TRselect divid etf | $29,000 | -9.4% | 250 | 0.0% | 0.00% | 0.0% | |
CDNS | CADENCE DESIGN SYSTEM INC | $26,000 | -10.3% | 175 | 0.0% | 0.00% | 0.0% | |
TAIL | New | CAMBRIA ETF TRtail risk | $24,000 | – | 1,358 | +100.0% | 0.00% | – |
DD | DUPONT DE NEMOURS INC | $24,000 | -25.0% | 433 | 0.0% | 0.00% | 0.0% | |
SHELL PLCspon ads | $28,000 | -6.7% | 544 | 0.0% | 0.00% | 0.0% | ||
CAH | Buy | CARDINAL HEALTH INC | $24,000 | -7.7% | 452 | +0.4% | 0.00% | 0.0% |
EFZ | PROSHARES TR | $24,000 | +14.3% | 1,140 | 0.0% | 0.00% | +50.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $26,000 | -13.3% | 277 | 0.0% | 0.00% | 0.0% | |
ANTM | ELEVANCE HEALTH INC | $25,000 | -3.8% | 53 | 0.0% | 0.00% | 0.0% | |
DAL | Buy | DELTA AIR LINES INC DEL | $27,000 | -18.2% | 943 | +11.9% | 0.00% | -25.0% |
CSR | CENTERSPACE | $30,000 | -16.7% | 370 | 0.0% | 0.00% | -25.0% | |
IYLD | ISHARES TRmrngstr inc etf | $25,000 | -13.8% | 1,279 | 0.0% | 0.00% | 0.0% | |
RBC | REGAL REXNORD CORPORATION | $28,000 | -24.3% | 250 | 0.0% | 0.00% | -25.0% | |
C | Buy | CITIGROUP INC | $26,000 | -13.3% | 569 | +0.4% | 0.00% | 0.0% |
RGA | REINSURANCE GRP OF AMERICA I | $25,000 | +8.7% | 213 | 0.0% | 0.00% | +50.0% | |
KKR | Buy | KKR & CO INC | $23,000 | -20.7% | 504 | +0.8% | 0.00% | 0.0% |
KMI | Sell | KINDER MORGAN INC DEL | $26,000 | -13.3% | 1,528 | -3.2% | 0.00% | 0.0% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $24,000 | -7.7% | 75 | 0.0% | 0.00% | 0.0% | |
CAG | Buy | CONAGRA BRANDS INC | $27,000 | +3.8% | 786 | +0.1% | 0.00% | 0.0% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $23,000 | -88.5% | 310 | -87.7% | 0.00% | -85.7% |
IT | GARTNER INC | $28,000 | -20.0% | 116 | 0.0% | 0.00% | -25.0% | |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $25,000 | -21.9% | 351 | 0.0% | 0.00% | 0.0% | |
RADI | RADIUS GLOBAL INFRASTRCTRE I | $15,000 | +7.1% | 1,000 | 0.0% | 0.00% | +100.0% | |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $14,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
BNS | Buy | BANK NOVA SCOTIA B C | $14,000 | -17.6% | 240 | +2.6% | 0.00% | 0.0% |
VNT | VONTIER CORPORATION | $14,000 | -12.5% | 629 | 0.0% | 0.00% | 0.0% | |
DXCM | Buy | DEXCOM INC | $20,000 | -39.4% | 264 | +312.5% | 0.00% | -50.0% |
CVBF | Buy | CVB FINL CORP | $16,000 | +100.0% | 640 | +82.9% | 0.00% | +100.0% |
AIG | AMERICAN INTL GROUP INC | $14,000 | -22.2% | 283 | 0.0% | 0.00% | 0.0% | |
AR | ANTERO RESOURCES CORP | $21,000 | +5.0% | 670 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO ETF TR0-5 high yield | $16,000 | -11.1% | 185 | 0.0% | 0.00% | 0.0% | |
BSX | Sell | BOSTON SCIENTIFIC CORP | $16,000 | -20.0% | 441 | -1.8% | 0.00% | 0.0% |
CHRW | Sell | C H ROBINSON WORLDWIDE INC | $14,000 | -6.7% | 138 | -1.4% | 0.00% | 0.0% |
SRE | SEMPRA | $19,000 | -9.5% | 126 | 0.0% | 0.00% | 0.0% | |
ABEV | AMBEV SAsponsored adr | $17,000 | -22.7% | 6,658 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $21,000 | -16.0% | 16 | 0.0% | 0.00% | -33.3% | |
DTE | Buy | DTE ENERGY CO | $15,000 | -6.2% | 121 | +0.8% | 0.00% | 0.0% |
SLB | SCHLUMBERGER LTD | $16,000 | -11.1% | 439 | 0.0% | 0.00% | 0.0% | |
STOR | Buy | STORE CAP CORP | $15,000 | -6.2% | 558 | +1.3% | 0.00% | 0.0% |
MRO | Sell | MARATHON OIL CORP | $15,000 | -16.7% | 682 | -4.3% | 0.00% | 0.0% |
CCK | CROWN HLDGS INC | $20,000 | -28.6% | 220 | 0.0% | 0.00% | -33.3% | |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $18,000 | 0.0% | 28 | +3.7% | 0.00% | 0.0% |
VTRS | Buy | VIATRIS INC | $18,000 | +5.9% | 1,687 | +6.7% | 0.00% | 0.0% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $21,000 | -19.2% | 1,575 | +0.1% | 0.00% | -33.3% |
AG | FIRST MAJESTIC SILVER CORP | $15,000 | -44.4% | 2,058 | 0.0% | 0.00% | -33.3% | |
URI | UNITED RENTALS INC | $20,000 | -33.3% | 84 | 0.0% | 0.00% | -33.3% | |
UTHR | UNITED THERAPEUTICS CORP DEL | $14,000 | +27.3% | 60 | 0.0% | 0.00% | +100.0% | |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $15,000 | +150.0% | 586 | +216.8% | 0.00% | +100.0% |
NET | Buy | CLOUDFLARE INC | $19,000 | -62.7% | 437 | +1.9% | 0.00% | -60.0% |
SIRI | SIRIUS XM HOLDINGS INC | $14,000 | -6.7% | 2,313 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INCspon adr cl a | $15,000 | +7.1% | 240 | 0.0% | 0.00% | +100.0% | |
HTA | Sell | HEALTHCARE TR AMER INCcl a new | $17,000 | -37.0% | 594 | -30.8% | 0.00% | -33.3% |
ROP | Buy | ROPER TECHNOLOGIES INC | $16,000 | -15.8% | 41 | +2.5% | 0.00% | 0.0% |
BR | BROADRIDGE FINL SOLUTIONS IN | $21,000 | -8.7% | 145 | 0.0% | 0.00% | 0.0% | |
RGEN | Buy | REPLIGEN CORP | $17,000 | -10.5% | 103 | +3.0% | 0.00% | 0.0% |
HAIN | HAIN CELESTIAL GROUP INC | $15,000 | -31.8% | 629 | 0.0% | 0.00% | 0.0% | |
SWAV | New | SHOCKWAVE MED INC | $19,000 | – | 100 | +100.0% | 0.00% | – |
K | KELLOGG CO | $14,000 | +7.7% | 200 | 0.0% | 0.00% | +100.0% | |
SLM | SLM CORP | $14,000 | -12.5% | 850 | 0.0% | 0.00% | 0.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $14,000 | -12.5% | 313 | 0.0% | 0.00% | 0.0% | |
SHW | Buy | SHERWIN WILLIAMS CO | $19,000 | -5.0% | 84 | +3.7% | 0.00% | 0.0% |
SNOW | Buy | SNOWFLAKE INCcl a | $14,000 | -39.1% | 103 | +3.0% | 0.00% | 0.0% |
CSL | CARLISLE COS INC | $19,000 | -5.0% | 81 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $14,000 | -12.5% | 102 | 0.0% | 0.00% | 0.0% | |
TTE | TOTALENERGIES SEsponsored ads | $15,000 | +7.1% | 285 | 0.0% | 0.00% | +100.0% | |
MPWR | MONOLITHIC PWR SYS INC | $19,000 | -20.8% | 50 | 0.0% | 0.00% | -33.3% | |
TIP | ISHARES TRtips bd etf | $20,000 | -9.1% | 173 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC | $19,000 | -5.0% | 125 | 0.0% | 0.00% | 0.0% | |
EW | Buy | EDWARDS LIFESCIENCES CORP | $15,000 | -21.1% | 162 | +0.6% | 0.00% | 0.0% |
MET | Buy | METLIFE INC | $14,000 | -6.7% | 217 | +0.5% | 0.00% | 0.0% |
IGSB | Sell | ISHARES TR | $16,000 | -33.3% | 318 | -31.5% | 0.00% | -33.3% |
MTA | METALLA RTY & STREAMING LTD | $17,000 | -32.0% | 3,500 | 0.0% | 0.00% | -33.3% | |
CASY | CASEYS GEN STORES INC | $15,000 | -6.2% | 79 | 0.0% | 0.00% | 0.0% | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $17,000 | -5.6% | 154 | -1.3% | 0.00% | 0.0% |
SPMD | SPDR SER TRportfolio s&p400 | $19,000 | -17.4% | 482 | 0.0% | 0.00% | 0.0% | |
ABB | ABB LTDsponsored adr | $8,000 | -11.1% | 285 | 0.0% | 0.00% | 0.0% | |
SDOG | ALPS ETF TRsectr div dogs | $13,000 | -13.3% | 267 | 0.0% | 0.00% | -50.0% | |
ASO | ACADEMY SPORTS & OUTDOORS IN | $11,000 | -8.3% | 304 | 0.0% | 0.00% | 0.0% | |
ATVI | Buy | ACTIVISION BLIZZARD INC | $7,000 | 0.0% | 94 | +1.1% | 0.00% | 0.0% |
ASIX | New | ADVANSIX INC | $12,000 | – | 370 | +100.0% | 0.00% | – |
AGEN | AGENUS INC | $5,000 | -16.7% | 2,432 | 0.0% | 0.00% | 0.0% | |
ABNB | AIRBNB INC | $13,000 | -50.0% | 150 | 0.0% | 0.00% | -66.7% | |
ALGN | Buy | ALIGN TECHNOLOGY INC | $10,000 | -41.2% | 41 | +5.1% | 0.00% | -50.0% |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $10,000 | -9.1% | 240 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
AME | AMETEK INC | $6,000 | -25.0% | 57 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $6,000 | -33.3% | 27 | 0.0% | 0.00% | 0.0% | |
APPN | APPIAN CORPcl a | $6,000 | -25.0% | 130 | 0.0% | 0.00% | 0.0% | |
AIZ | ASSURANT INC | $8,000 | -11.1% | 47 | 0.0% | 0.00% | 0.0% | |
BWXT | BWX TECHNOLOGIES INC | $10,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
WRB | BERKLEY W R CORP | $6,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
BIIB | Sell | BIOGEN INC | $13,000 | 0.0% | 62 | -1.6% | 0.00% | 0.0% |
BXMT | Buy | BLACKSTONE MTG TR INC | $12,000 | -7.7% | 432 | +2.1% | 0.00% | 0.0% |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,000 | -16.7% | 106 | 0.0% | 0.00% | 0.0% | |
BRO | BROWN & BROWN INC | $8,000 | -11.1% | 131 | 0.0% | 0.00% | 0.0% | |
BRKR | BRUKER CORP | $7,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
BURL | BURLINGTON STORES INC | $5,000 | -28.6% | 38 | 0.0% | 0.00% | 0.0% | |
CDW | CDW CORP | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
GIB | CGI INCcl a sub vtg | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
CMS | CMS ENERGY CORP | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
CABO | Buy | CABLE ONE INC | $10,000 | 0.0% | 8 | +14.3% | 0.00% | 0.0% |
CP | Sell | CANADIAN PAC RY LTD | $13,000 | -13.3% | 182 | -2.2% | 0.00% | -50.0% |
CPHC | CANTERBURY PK HLDG CORP | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% | |
KMX | CARMAX INC | $5,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
CRI | CARTERS INC | $12,000 | -20.0% | 166 | 0.0% | 0.00% | -50.0% | |
CNC | CENTENE CORP DEL | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
CHE | CHEMED CORP NEW | $5,000 | -16.7% | 11 | 0.0% | 0.00% | 0.0% | |
LNG | Sell | CHENIERE ENERGY INC | $5,000 | -16.7% | 40 | -7.0% | 0.00% | 0.0% |
CTAS | CINTAS CORP | $12,000 | -14.3% | 33 | 0.0% | 0.00% | 0.0% | |
COMM | COMMSCOPE HLDG CO INC | $11,000 | -21.4% | 1,809 | 0.0% | 0.00% | 0.0% | |
CPRT | COPART INC | $5,000 | -16.7% | 49 | 0.0% | 0.00% | 0.0% | |
COWN | COWEN INCcl a new | $6,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD INC | $7,000 | 0.0% | 605 | 0.0% | 0.00% | 0.0% | |
DDOG | Buy | DATADOG INC | $7,000 | -36.4% | 73 | +1.4% | 0.00% | 0.0% |
DECK | DECKERS OUTDOOR CORP | $5,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
DVN | Buy | DEVON ENERGY CORP NEW | $11,000 | +22.2% | 195 | +29.1% | 0.00% | 0.0% |
DOCN | DIGITALOCEAN HLDGS INC | $6,000 | -33.3% | 156 | 0.0% | 0.00% | 0.0% | |
DOCU | Buy | DOCUSIGN INC | $7,000 | -41.7% | 127 | +10.4% | 0.00% | 0.0% |
New | DUTCH BROS INCcl a | $6,000 | – | 200 | +100.0% | 0.00% | – | |
EOG | EOG RES INC | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS | $12,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
EMN | EASTMAN CHEM CO | $10,000 | -16.7% | 106 | 0.0% | 0.00% | 0.0% | |
EBAY | Buy | EBAY INC. | $10,000 | +42.9% | 238 | +84.5% | 0.00% | 0.0% |
EA | ELECTRONIC ARTS INC | $6,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
ETR | ENTERGY CORP NEW | $8,000 | -11.1% | 75 | 0.0% | 0.00% | 0.0% | |
EQIX | EQUINIX INC | $5,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $10,000 | -23.1% | 142 | +0.7% | 0.00% | 0.0% |
ERIC | ERICSSONadr b sek 10 | $12,000 | -20.0% | 1,667 | 0.0% | 0.00% | -50.0% | |
ETSY | Buy | ETSY INC | $8,000 | -33.3% | 104 | +4.0% | 0.00% | 0.0% |
EXC | EXELON CORP | $6,000 | -14.3% | 139 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP | $8,000 | -11.1% | 19 | 0.0% | 0.00% | 0.0% | |
FEDERAL RLTY INVT TR NEWsh ben int new | $9,000 | -25.0% | 95 | 0.0% | 0.00% | 0.0% | ||
FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,000 | -38.5% | 140 | -31.7% | 0.00% | 0.0% |
FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $10,000 | – | 15 | +100.0% | 0.00% | – |
FRC | FIRST REP BK SAN FRANCISCO C | $6,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $7,000 | -12.5% | 33 | 0.0% | 0.00% | 0.0% | |
FTNT | Buy | FORTINET INC | $8,000 | -20.0% | 145 | +400.0% | 0.00% | 0.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $5,000 | -86.8% | 166 | -78.0% | 0.00% | -75.0% |
GTX | New | GARRETT MOTION INC | $7,000 | – | 964 | +100.0% | 0.00% | – |
GM | GENERAL MTRS CO | $6,000 | -25.0% | 192 | 0.0% | 0.00% | 0.0% | |
GMAB | GENMAB A/Ssponsored ads | $7,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $13,000 | 0.0% | 42 | +5.0% | 0.00% | 0.0% |
HCA | HCA HEALTHCARE INC | $6,000 | -33.3% | 34 | 0.0% | 0.00% | 0.0% | |
HAL | Sell | HALLIBURTON CO | $11,000 | -21.4% | 346 | -4.4% | 0.00% | 0.0% |
HUBS | HUBSPOT INC | $6,000 | -33.3% | 19 | 0.0% | 0.00% | 0.0% | |
IAA | IAA INC | $10,000 | -9.1% | 295 | 0.0% | 0.00% | 0.0% | |
IEX | IDEX CORP | $10,000 | -9.1% | 55 | 0.0% | 0.00% | 0.0% | |
ING | ING GROEP N.V.sponsored adr | $7,000 | 0.0% | 664 | 0.0% | 0.00% | 0.0% | |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $8,000 | -20.0% | 82 | +5.1% | 0.00% | 0.0% |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $9,000 | -10.0% | 76 | -3.8% | 0.00% | 0.0% |
PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $8,000 | -11.1% | 525 | 0.0% | 0.00% | 0.0% | |
IRM | Buy | IRON MTN INC NEW | $10,000 | -9.1% | 209 | +1.0% | 0.00% | 0.0% |
IWO | ISHARES TRrus 2000 grw etf | $10,000 | -23.1% | 50 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES TRu.s. energy etf | $13,000 | -7.1% | 350 | 0.0% | 0.00% | 0.0% | |
HYG | ISHARES TRiboxx hi yd etf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
ITB | ISHARES TRus home cons etf | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
IEHS | ISHARES U S ETF TRhealthcare | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N V | $6,000 | -33.3% | 298 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC | $7,000 | -30.0% | 745 | 0.0% | 0.00% | 0.0% | ||
LRCX | Buy | LAM RESEARCH CORP | $11,000 | -15.4% | 25 | +4.2% | 0.00% | 0.0% |
LVS | LAS VEGAS SANDS CORP | $8,000 | -11.1% | 242 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC | $6,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
LMND | Sell | LEMONADE INC | $5,000 | -28.6% | 255 | -6.6% | 0.00% | 0.0% |
LBRDK | Sell | LIBERTY BROADBAND CORP | $11,000 | -15.4% | 93 | -4.1% | 0.00% | 0.0% |
LAC | New | LITHIUM AMERS CORP NEW | $10,000 | – | 501 | +100.0% | 0.00% | – |
LUCID GROUP INC | $5,000 | -28.6% | 282 | 0.0% | 0.00% | 0.0% | ||
MSCI | Buy | MSCI INC | $10,000 | -9.1% | 24 | +9.1% | 0.00% | 0.0% |
MFC | Buy | MANULIFE FINL CORP | $9,000 | +80.0% | 527 | +113.4% | 0.00% | 0.0% |
MPC | Sell | MARATHON PETE CORP | $7,000 | -88.3% | 88 | -87.4% | 0.00% | -83.3% |
MKL | MARKEL CORP | $9,000 | -10.0% | 7 | 0.0% | 0.00% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $6,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
MRVL | Sell | MARVELL TECHNOLOGY INC | $8,000 | -61.9% | 176 | -40.1% | 0.00% | -50.0% |
MSI | MOTOROLA SOLUTIONS INC | $5,000 | -16.7% | 23 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
NDAQ | NASDAQ INC | $5,000 | -16.7% | 32 | 0.0% | 0.00% | 0.0% | |
NAVI | NAVIENT CORPORATION | $12,000 | -14.3% | 850 | 0.0% | 0.00% | 0.0% | |
NTAP | NETAPP INC | $10,000 | -16.7% | 150 | 0.0% | 0.00% | 0.0% | |
NSC | Buy | NORFOLK SOUTHN CORP | $6,000 | -14.3% | 28 | +16.7% | 0.00% | 0.0% |
NOC | Sell | NORTHROP GRUMMAN CORP | $8,000 | 0.0% | 17 | -5.6% | 0.00% | 0.0% |
NUE | NUCOR CORP | $5,000 | -37.5% | 51 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGY LP | $11,000 | -8.3% | 818 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $6,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% | |
ORI | Buy | OLD REP INTL CORP | $9,000 | -10.0% | 398 | +0.3% | 0.00% | 0.0% |
OMCL | OMNICELL COM | $8,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $10,000 | -16.7% | 191 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP | $6,000 | -14.3% | 552 | 0.0% | 0.00% | 0.0% | |
PKG | PACKAGING CORP AMER | $7,000 | -12.5% | 48 | 0.0% | 0.00% | 0.0% | |
PAAS | PAN AMERN SILVER CORP | $12,000 | -25.0% | 600 | 0.0% | 0.00% | -50.0% | |
PEAR THERAPEUTICS INC | $7,000 | -69.6% | 4,500 | 0.0% | 0.00% | -50.0% | ||
PBA | Buy | PEMBINA PIPELINE CORP | $13,000 | -7.1% | 379 | +0.5% | 0.00% | 0.0% |
DOC | Buy | PHYSICIANS RLTY TR | $13,000 | 0.0% | 722 | +1.3% | 0.00% | 0.0% |
BPOP | POPULAR INC | $6,000 | -14.3% | 83 | 0.0% | 0.00% | 0.0% | |
TROW | Buy | PRICE T ROWE GROUP INC | $6,000 | -14.3% | 49 | +2.1% | 0.00% | 0.0% |
PHM | PULTE GROUP INC | $7,000 | -12.5% | 183 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $5,000 | -16.7% | 9 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $12,000 | -20.0% | 657 | 0.0% | 0.00% | -50.0% | |
RELX | RELX PLCsponsored adr | $7,000 | -12.5% | 251 | 0.0% | 0.00% | 0.0% | |
REXR | REXFORD INDL RLTY INC | $6,000 | -14.3% | 97 | 0.0% | 0.00% | 0.0% | |
RIGL | RIGEL PHARMACEUTICALS INC | $11,000 | -63.3% | 10,000 | 0.0% | 0.00% | -66.7% | |
RIO | RIO TINTO PLCsponsored adr | $7,000 | -22.2% | 114 | 0.0% | 0.00% | 0.0% | |
ROK | Buy | ROCKWELL AUTOMATION INC | $11,000 | -21.4% | 53 | +3.9% | 0.00% | 0.0% |
ROKU | Sell | ROKU INC | $9,000 | -30.8% | 105 | -0.9% | 0.00% | 0.0% |
SPGI | S&P GLOBAL INC | $12,000 | -14.3% | 35 | 0.0% | 0.00% | 0.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,000 | -16.7% | 16 | 0.0% | 0.00% | 0.0% | |
SAND | New | SANDSTORM GOLD LTD | $12,000 | – | 2,000 | +100.0% | 0.00% | – |
SCHN | SCHNITZER STEEL INDS INCcl a | $7,000 | -30.0% | 200 | 0.0% | 0.00% | 0.0% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $5,000 | -16.7% | 240 | 0.0% | 0.00% | 0.0% | |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $5,000 | -37.5% | 111 | -28.8% | 0.00% | 0.0% |
SA | SEABRIDGE GOLD INC | $12,000 | -36.8% | 1,000 | 0.0% | 0.00% | -50.0% | |
SCI | Sell | SERVICE CORP INTL | $5,000 | 0.0% | 72 | -1.4% | 0.00% | 0.0% |
SHOP | Buy | SHOPIFY INCcl a | $6,000 | -57.1% | 200 | +900.0% | 0.00% | 0.0% |
SILV | SILVERCREST METALS INC | $12,000 | -33.3% | 2,000 | 0.0% | 0.00% | -50.0% | |
SNAP | SNAP INCcl a | $7,000 | -61.1% | 500 | 0.0% | 0.00% | -50.0% | |
LUV | SOUTHWEST AIRLS CO | $6,000 | -25.0% | 177 | 0.0% | 0.00% | 0.0% | |
New | SPROTT FDS TRuranium miners e | $9,000 | – | 150 | +100.0% | 0.00% | – | |
SQ | Sell | BLOCK INCcl a | $12,000 | -57.1% | 192 | -7.7% | 0.00% | -66.7% |
SXI | STANDEX INTL CORP | $11,000 | -15.4% | 133 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $13,000 | -31.6% | 218 | 0.0% | 0.00% | -50.0% | |
STON | STONEMOR INC | $7,000 | +40.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
SNPS | SYNOPSYS INC | $12,000 | -14.3% | 41 | 0.0% | 0.00% | 0.0% | |
TFII | TFI INTL INC | $5,000 | -28.6% | 64 | 0.0% | 0.00% | 0.0% | |
TRGP | TARGA RES CORP | $11,000 | -21.4% | 181 | 0.0% | 0.00% | 0.0% | |
TER | TERADYNE INC | $13,000 | -23.5% | 147 | 0.0% | 0.00% | -50.0% | |
TDG | TRANSDIGM GROUP INC | $6,000 | -14.3% | 11 | 0.0% | 0.00% | 0.0% | |
TNL | TRAVEL PLUS LEISURE CO | $5,000 | -37.5% | 140 | 0.0% | 0.00% | 0.0% | |
UGI | Buy | UGI CORP NEW | $11,000 | +10.0% | 291 | +0.7% | 0.00% | 0.0% |
VFC | Buy | V F CORP | $10,000 | -16.7% | 220 | +7.8% | 0.00% | 0.0% |
VLO | Sell | VALERO ENERGY CORP | $11,000 | 0.0% | 105 | -0.9% | 0.00% | 0.0% |
OIH | New | VANECK ETF TRUSToil services etf | $12,000 | – | 50 | +100.0% | 0.00% | – |
WAB | WABTEC | $12,000 | -14.3% | 141 | 0.0% | 0.00% | 0.0% | |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $9,000 | -50.0% | 229 | -41.7% | 0.00% | -50.0% |
WST | WEST PHARMACEUTICAL SVSC INC | $6,000 | -25.0% | 19 | 0.0% | 0.00% | 0.0% | |
DON | WISDOMTREE TRus midcap divid | $13,000 | -13.3% | 344 | 0.0% | 0.00% | -50.0% | |
XPEV | XPENG INCads | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
ZEN | Buy | ZENDESK INC | $12,000 | -36.8% | 161 | +0.6% | 0.00% | -50.0% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $7,000 | -12.5% | 65 | 0.0% | 0.00% | 0.0% | |
AON | AON PLC | $8,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
G | GENPACT LIMITED | $8,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
IVZ | INVESCO LTD | $7,000 | -36.4% | 460 | 0.0% | 0.00% | 0.0% | |
STE | STERIS PLC | $8,000 | -11.1% | 39 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $6,000 | -14.3% | 88 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
FVRR | Buy | FIVERR INTL LTD | $5,000 | -37.5% | 140 | +27.3% | 0.00% | 0.0% |
ICL | ICL GROUP LTD | $7,000 | -30.0% | 805 | 0.0% | 0.00% | 0.0% | |
PERION NETWORK LTD | $9,000 | -25.0% | 520 | 0.0% | 0.00% | 0.0% | ||
NXPI | NXP SEMICONDUCTORS N V | $9,000 | -25.0% | 63 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP | $7,000 | -61.1% | 210 | 0.0% | 0.00% | -50.0% | |
ALSN | ALLISON TRANSMISSION HLDGS I | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -71 | -100.0% | 0.00% | – |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $2,000 | +100.0% | 143 | +43.0% | 0.00% | – |
RMD | RESMED INC | $4,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
BETZ | LISTED FD TRroundhill sports | $0 | – | 1 | 0.0% | 0.00% | – | |
LBRDA | Exit | LIBERTY BROADBAND CORP | $0 | – | -2 | -100.0% | 0.00% | – |
PCOR | New | PROCORE TECHNOLOGIES INC | $0 | – | 9 | +100.0% | 0.00% | – |
PGR | PROGRESSIVE CORP | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
MNST | MONSTER BEVERAGE CORP NEW | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
MDB | New | MONGODB INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
MHK | MOHAWK INDS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MC | MOELIS & COcl a | $2,000 | -33.3% | 56 | 0.0% | 0.00% | – | |
MRNA | Sell | MODERNA INC | $3,000 | -97.9% | 22 | -97.3% | 0.00% | -100.0% |
MVIS | MICROVISION INC DEL | $0 | – | 97 | 0.0% | 0.00% | – | |
PSTG | New | PURE STORAGE INCcl a | $0 | – | 7 | +100.0% | 0.00% | – |
MICRO FOCUS INTL PLCspon adr new | $0 | -100.0% | 113 | 0.0% | 0.00% | – | ||
MTD | METTLER TOLEDO INTERNATIONAL | $2,000 | -33.3% | 2 | 0.0% | 0.00% | – | |
MELI | MERCADOLIBRE INC | $3,000 | -40.0% | 4 | 0.0% | 0.00% | -100.0% | |
NVCR | Exit | NOVOCURE LTD | $0 | – | -7 | -100.0% | 0.00% | – |
MKC | MCCORMICK & CO INC | $2,000 | -33.3% | 28 | 0.0% | 0.00% | – | |
RL | RALPH LAUREN CORPcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
RJF | RAYMOND JAMES FINL INC | $3,000 | -25.0% | 33 | 0.0% | 0.00% | – | |
MTCH | Buy | MATCH GROUP INC NEW | $2,000 | 0.0% | 24 | +20.0% | 0.00% | – |
MKTX | Sell | MARKETAXESS HLDGS INC | $0 | -100.0% | 1 | -80.0% | 0.00% | – |
MANH | MANHATTAN ASSOCIATES INC | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – | |
MSA | New | MSA SAFETY INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
MGM | MGM RESORTS INTERNATIONAL | $4,000 | -33.3% | 132 | 0.0% | 0.00% | -100.0% | |
REG | REGENCY CTRS CORP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
MUR | Exit | MURPHY OIL CORP | $0 | – | -35 | -100.0% | 0.00% | – |
RNG | Sell | RINGCENTRAL INCcl a | $1,000 | -50.0% | 12 | -20.0% | 0.00% | – |
TMFC | Exit | RBB FD INCmotley fol etf | $0 | – | -74 | -100.0% | 0.00% | – |
RAD | RITE AID CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
Buy | RIVIAN AUTOMOTIVE INC | $0 | – | 15 | +66.7% | 0.00% | – | |
RHI | Buy | ROBERT HALF INTL INC | $2,000 | -33.3% | 31 | +3.3% | 0.00% | – |
New | ROBINHOOD MKTS INC | $0 | – | 20 | +100.0% | 0.00% | – | |
ZG | Exit | ZILLOW GROUP INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
ROL | Sell | ROLLINS INC | $1,000 | 0.0% | 30 | -3.2% | 0.00% | – |
LNC | LINCOLN NATL CORP IND | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – | |
FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
FWONK | Sell | LIBERTY MEDIA CORP DEL | $1,000 | -50.0% | 19 | -44.1% | 0.00% | – |
LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
RGLD | ROYAL GOLD INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO | $0 | – | 1 | 0.0% | 0.00% | – | |
SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -80 | -100.0% | 0.00% | – |
KTB | KONTOOR BRANDS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
SL GREEN RLTY CORP | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | ||
KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
KAR | KAR AUCTION SVCS INC | $3,000 | -25.0% | 221 | 0.0% | 0.00% | – | |
JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
JLL | JONES LANG LASALLE INC | $3,000 | -25.0% | 16 | 0.0% | 0.00% | – | |
J | JACOBS ENGR GROUP INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
IXUS | ISHARES TRcore msci total | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
SLV | ISHARES SILVER TRishares | $2,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
ACWI | ISHARES TRmsci acwi etf | $0 | – | 3 | 0.0% | 0.00% | – | |
IEF | ISHARES TR7-10 yr trsy bd | $3,000 | -25.0% | 33 | 0.0% | 0.00% | – | |
FXI | ISHARES TRchina lg-cap etf | $4,000 | +33.3% | 109 | 0.0% | 0.00% | – | |
IQV | IQVIA HLDGS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
NVTA | INVITAE CORP | $1,000 | -75.0% | 450 | 0.0% | 0.00% | – | |
XSD | SPDR SER TRs&p semicndctr | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $2,000 | +100.0% | 133 | +107.8% | 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 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | – | |
PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $4,000 | -33.3% | 95 | 0.0% | 0.00% | -100.0% | |
New | INVESCO MORTGAGE CAPITAL INC | $1,000 | – | 54 | +100.0% | 0.00% | – | |
IBKR | INTERACTIVE BROKERS GROUP IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
SIVB | SVB FINANCIAL GROUP | $1,000 | -50.0% | 3 | 0.0% | 0.00% | – | |
IART | INTEGRA LIFESCIENCES HLDGS C | $4,000 | -20.0% | 74 | 0.0% | 0.00% | -100.0% | |
WIX | Exit | WIX COM LTD | $0 | – | -6 | -100.0% | 0.00% | – |
PODD | New | INSULET CORP | $0 | – | 1 | +100.0% | 0.00% | – |
INGR | INGREDION INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
IBRX | IMMUNITYBIO INC | $0 | -100.0% | 115 | 0.0% | 0.00% | – | |
EVBG | Exit | EVERBRIDGE INC | $0 | – | -10 | -100.0% | 0.00% | – |
IAC | Buy | IAC INTERACTIVECORP NEW | $1,000 | 0.0% | 12 | +71.4% | 0.00% | – |
H | Sell | HYATT HOTELS CORP | $1,000 | 0.0% | 11 | -21.4% | 0.00% | – |
HII | HUNTINGTON INGALLS INDS INC | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
HBAN | HUNTINGTON BANCSHARES INC | $3,000 | 0.0% | 233 | 0.0% | 0.00% | – | |
HUM | HUMANA INC | $3,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
HLT | HILTON WORLDWIDE HLDGS INC | $1,000 | -50.0% | 11 | 0.0% | 0.00% | – | |
HIW | HIGHWOODS PPTYS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
HXL | HEXCEL CORP NEW | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
HES | HESS CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
HP | HELMERICH & PAYNE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $3,000 | -25.0% | 71 | 0.0% | 0.00% | – | |
HR | HEALTHCARE RLTY TR | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – | |
HIG | HARTFORD FINL SVCS GROUP INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
THG | HANOVER INS GROUP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
SMG | SCOTTS MIRACLE-GRO COcl a | $2,000 | -33.3% | 24 | 0.0% | 0.00% | – | |
HDB | HDFC BANK LTDsponsored ads | $2,000 | -33.3% | 41 | 0.0% | 0.00% | – | |
FNCL | Exit | FIDELITY COVINGTON TRUSTmsci finls idx | $0 | – | -39 | -100.0% | 0.00% | – |
Sell | HF SINCLAIR CORP | $1,000 | 0.0% | 24 | -35.1% | 0.00% | – | |
GH | New | GUARDANT HEALTH INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
GWW | GRAINGER W W INC | $4,000 | -20.0% | 9 | 0.0% | 0.00% | -100.0% | |
LIT | GLOBAL X FDSlithium btry etf | $4,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
GPN | Sell | GLOBAL PMTS INC | $4,000 | -42.9% | 40 | -20.0% | 0.00% | -100.0% |
GSAT | New | GLOBALSTAR INC | $0 | – | 300 | +100.0% | 0.00% | – |
LAND | GLADSTONE LD CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
GLPI | GAMING & LEISURE PPTYS INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
BEN | FRANKLIN RESOURCES INC | $2,000 | -33.3% | 94 | 0.0% | 0.00% | – | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $1,000 | -50.0% | 21 | 0.0% | 0.00% | – | |
FL | FOOT LOCKER INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
New | FLUENCE ENERGY INC | $1,000 | – | 84 | +100.0% | 0.00% | – | |
AZEK | Exit | AZEK CO INCcl a | $0 | – | -33 | -100.0% | 0.00% | – |
SBNY | SIGNATURE BK NEW YORK N Y | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -1 | -100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW | $3,000 | -25.0% | 29 | 0.0% | 0.00% | – | |
FLO | FLOWERS FOODS INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
SKX | SKECHERS U S A INCcl a | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $4,000 | -33.3% | 47 | +2.2% | 0.00% | -100.0% |
FND | FLOOR & DECOR HLDGS INCcl a | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO | $0 | – | 2 | 0.0% | 0.00% | – | |
FIVE | FIVE BELOW INC | $2,000 | -33.3% | 21 | 0.0% | 0.00% | – | |
FE | FIRSTENERGY CORP | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
FHN | FIRST HORIZON CORPORATION | $3,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
SON | SONOCO PRODS CO | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
FAF | FIRST AMERN FINL CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
SCCO | SOUTHERN COPPER CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP | $4,000 | -33.3% | 130 | 0.0% | 0.00% | -100.0% | |
NTNX | Exit | NUTANIX INCcl a | $0 | – | -21 | -100.0% | 0.00% | – |
FFIV | F5 INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
DV | Exit | DOUBLEVERIFY HLDGS INC | $0 | – | -18 | -100.0% | 0.00% | – |
FDS | FACTSET RESH SYS INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
FMC | FMC CORP | $2,000 | -33.3% | 21 | 0.0% | 0.00% | – | |
SHLS | Exit | SHOALS TECHNOLOGIES GROUP INcl a | $0 | – | -35 | -100.0% | 0.00% | – |
STM | STMICROELECTRONICS N Vny registry | $4,000 | -20.0% | 123 | 0.0% | 0.00% | -100.0% | |
EXPD | EXPEDITORS INTL WASH INC | $4,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
EXPE | Sell | EXPEDIA GROUP INC | $1,000 | -50.0% | 8 | -11.1% | 0.00% | – |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | 7 | 0.0% | 0.00% | – | |
SPWR | SUNPOWER CORP | $3,000 | -25.0% | 200 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL | $2,000 | -33.3% | 76 | 0.0% | 0.00% | – | |
EXAS | Buy | EXACT SCIENCES CORP | $1,000 | – | 15 | +200.0% | 0.00% | – |
EVRG | EVERGY INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
EVRI | EVERI HLDGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
EEFT | EURONET WORLDWIDE INC | $4,000 | -20.0% | 37 | 0.0% | 0.00% | -100.0% | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ESS | ESSEX PPTY TR INC | $2,000 | -33.3% | 8 | 0.0% | 0.00% | – | |
WTRG | New | ESSENTIAL UTILS INC | $0 | – | 9 | +100.0% | 0.00% | – |
TDOC | Buy | TELADOC HEALTH INC | $2,000 | +100.0% | 48 | +380.0% | 0.00% | – |
TDY | TELEDYNE TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
TFX | TELEFLEX INCORPORATED | $2,000 | -33.3% | 9 | 0.0% | 0.00% | – | |
TXG | Buy | 10X GENOMICS INC | $0 | – | 10 | +233.3% | 0.00% | – |
ERIE | ERIE INDTY COcl a | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
RUN | Exit | SUNRUN INC | $0 | – | -21 | -100.0% | 0.00% | – |
EQH | EQUITABLE HLDGS INC | $2,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
EFX | Sell | EQUIFAX INC | $3,000 | -25.0% | 15 | -6.2% | 0.00% | – |
TXT | TEXTRON INC | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
ODP | THE ODP CORP | $2,000 | -33.3% | 65 | 0.0% | 0.00% | – | |
EPAM | Buy | EPAM SYS INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
ENPH | Buy | ENPHASE ENERGY INC | $1,000 | – | 4 | +300.0% | 0.00% | – |
ESRT | Buy | EMPIRE ST RLTY TR INCcl a | $2,000 | -33.3% | 291 | +0.3% | 0.00% | – |
New | EMBECTA CORP | $0 | – | 3 | +100.0% | 0.00% | – | |
ZEST | Sell | ECOARK HLDGS INC | $2,000 | -66.7% | 600 | -76.8% | 0.00% | -100.0% |
EGP | EASTGROUP PPTYS INC | $3,000 | -25.0% | 19 | 0.0% | 0.00% | – | |
EQT | EQT CORP | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
DT | DYNATRACE INC | $0 | – | 9 | 0.0% | 0.00% | – | |
DCT | New | DUCK CREEK TECHNOLOGIES INC | $1,000 | – | 44 | +100.0% | 0.00% | – |
TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -14 | -100.0% | 0.00% | – |
TMDX | TRANSMEDICS GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
TRU | New | TRANSUNION | $0 | – | 2 | +100.0% | 0.00% | – |
New | DRAFTKINGS INC NEW | $1,000 | – | 100 | +100.0% | 0.00% | – | |
TREX | New | TREX CO INC | $0 | – | 9 | +100.0% | 0.00% | – |
DEI | DOUGLAS EMMETT INC | $1,000 | -50.0% | 51 | 0.0% | 0.00% | – | |
DASH | New | DOORDASH INCcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
MINN | TRUST FOR PROFESSIONAL MANAGmairs & pwr minn | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -100.0% | |
TWLO | Sell | TWILIO INCcl a | $1,000 | -50.0% | 6 | -57.1% | 0.00% | – |
TWTR | Buy | TWITTER INC | $3,000 | +50.0% | 78 | +47.2% | 0.00% | – |
DPZ | Sell | DOMINOS PIZZA INC | $2,000 | 0.0% | 4 | -20.0% | 0.00% | – |
DISH | New | DISH NETWORK CORPORATIONcl a | $0 | – | 21 | +100.0% | 0.00% | – |
UDR | UDR INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -120 | -100.0% | 0.00% | – |
DLR | Sell | DIGITAL RLTY TR INC | $2,000 | 0.0% | 12 | -14.3% | 0.00% | – |
New | DEFINITIVE HEALTHCARE CORP | $0 | – | 21 | +100.0% | 0.00% | – | |
UBER | Sell | UBER TECHNOLOGIES INC | $2,000 | -50.0% | 78 | -23.5% | 0.00% | – |
DNMR | DANIMER SCIENTIFIC INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | 5 | +100.0% | 0.00% | – |
UMPQ | Buy | UMPQUA HLDGS CORP | $4,000 | -20.0% | 254 | +1.2% | 0.00% | -100.0% |
UAA | New | UNDER ARMOUR INCcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
UA | UNDER ARMOUR INCcl c | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
DTM | DT MIDSTREAM INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – | |
UNFI | UNITED NAT FOODS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
CW | CURTISS WRIGHT CORP | $3,000 | -25.0% | 26 | 0.0% | 0.00% | – | |
CACC | CREDIT ACCEP CORP MICH | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
COUP | Buy | COUPA SOFTWARE INC | $1,000 | 0.0% | 23 | +76.9% | 0.00% | – |
COTY | COTY INC | $0 | – | 54 | 0.0% | 0.00% | – | |
CSGP | Buy | COSTAR GROUP INC | $3,000 | 0.0% | 52 | +30.0% | 0.00% | – |
U | Buy | UNITY SOFTWARE INC | $4,000 | -60.0% | 117 | +14.7% | 0.00% | -100.0% |
UHS | UNIVERSAL HLTH SVCS INCcl b | $3,000 | -25.0% | 27 | 0.0% | 0.00% | – | |
UNM | UNUM GROUP | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
UEC | New | URANIUM ENERGY CORP | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
MTN | VAIL RESORTS INC | $2,000 | -33.3% | 11 | 0.0% | 0.00% | – | |
SRCL | Exit | STERICYCLE INC | $0 | – | -18 | -100.0% | 0.00% | – |
GDX | VANECK ETF TRUSTgold miners etf | $0 | – | 13 | 0.0% | 0.00% | – | |
RSX | New | VANECK ETF TRUSTvaneck russia et | $0 | – | 10 | +100.0% | 0.00% | – |
OPEN | Exit | OPENDOOR TECHNOLOGIES INC | $0 | – | -25 | -100.0% | 0.00% | – |
GLW | CORNING INC | $2,000 | -33.3% | 79 | 0.0% | 0.00% | – | |
CONSTELLATION ENERGY CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | ||
STZ | CONSTELLATION BRANDS INCcl a | $4,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $4,000 | -20.0% | 24 | 0.0% | 0.00% | -100.0% | |
BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $4,000 | -99.3% | 50 | -99.2% | 0.00% | -100.0% |
ED | Sell | CONSOLIDATED EDISON INC | $3,000 | 0.0% | 28 | -15.2% | 0.00% | – |
ECON | COLUMBIA ETF TR IIemrg markets etf | $3,000 | 0.0% | 154 | 0.0% | 0.00% | – | |
COIN | COINBASE GLOBAL INC | $1,000 | -83.3% | 31 | 0.0% | 0.00% | -100.0% | |
CGNX | Sell | COGNEX CORP | $0 | – | 0 | -100.0% | 0.00% | – |
CLOV | Buy | CLOVER HEALTH INVESTMENTS CO | $0 | – | 21 | +133.3% | 0.00% | – |
VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
CLX | New | CLOROX CO DEL | $0 | – | 2 | +100.0% | 0.00% | – |
CLF | CLEVELAND-CLIFFS INC NEW | $3,000 | -57.1% | 215 | 0.0% | 0.00% | -100.0% | |
CTXS | New | CITRIX SYS INC | $0 | – | 0 | +100.0% | 0.00% | – |
CINF | CINCINNATI FINL CORP | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
CVIIU | CHURCHILL CAPITAL CORP VIIunit 99/99/9999 | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
CCVIU | CHURCHILL CAPITAL CORP VIunit 99/99/9999 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CRL | CHARLES RIV LABS INTL INC | $3,000 | -25.0% | 15 | 0.0% | 0.00% | – | |
CDAY | New | CERIDIAN HCM HLDG INC | $0 | – | 5 | +100.0% | 0.00% | – |
VEEV | VEEVA SYS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
VTR | Sell | VENTAS INC | $2,000 | -33.3% | 40 | -7.0% | 0.00% | – |
CTLT | CATALENT INC | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
SAVA | CASSAVA SCIENCES INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
CCL | Sell | CARNIVAL CORP | $2,000 | -60.0% | 204 | -18.7% | 0.00% | -100.0% |
CNNE | CANNAE HLDGS INC | $2,000 | -33.3% | 118 | 0.0% | 0.00% | – | |
CBT | CABOT CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
CNA | CNA FINL CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
CDK | Sell | CDK GLOBAL INC | $2,000 | -33.3% | 35 | -37.5% | 0.00% | – |
CBOE | CBOE GLOBAL MKTS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
VXF | VANGUARD INDEX FDSextend mkt etf | $4,000 | -20.0% | 29 | 0.0% | 0.00% | -100.0% | |
AI | C3 AI INCcl a | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BFB | BROWN FORMAN CORPcl b | $4,000 | +33.3% | 51 | 0.0% | 0.00% | – | |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
BDN | Buy | BRANDYWINE RLTY TRsh ben int new | $1,000 | -50.0% | 155 | +1.3% | 0.00% | – |
VRSN | Buy | VERISIGN INC | $2,000 | 0.0% | 9 | +28.6% | 0.00% | – |
BWA | Buy | BORGWARNER INC | $1,000 | 0.0% | 36 | +2.9% | 0.00% | – |
VRSK | VERISK ANALYTICS INC | $1,000 | -50.0% | 8 | 0.0% | 0.00% | – | |
BX | Buy | BLACKSTONE INC | $2,000 | 0.0% | 18 | +20.0% | 0.00% | – |
VIACA | Sell | PARAMOUNT GLOBAL | $0 | – | 0 | -100.0% | 0.00% | – |
VIAC | Sell | PARAMOUNT GLOBAL | $3,000 | -40.0% | 139 | -2.1% | 0.00% | -100.0% |
BILL | Sell | BILL COM HLDGS INC | $0 | -100.0% | 2 | -60.0% | 0.00% | – |
VFF | VILLAGE FARMS INTL INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
VMEO | VIMEO INC | $0 | – | 10 | 0.0% | 0.00% | – | |
VIRT | VIRTU FINL INCcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
BHP | BHP GROUP LTDsponsored ads | $3,000 | -25.0% | 53 | 0.0% | 0.00% | – | |
VST | VISTRA CORP | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
BGNE | BEIGENE LTDsponsored adr | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
New | VOLTA INC | $0 | – | 100 | +100.0% | 0.00% | – | |
GOLD | BARRICK GOLD CORP | $3,000 | -25.0% | 152 | 0.0% | 0.00% | – | |
VNO | Sell | VORNADO RLTY TRsh ben int | $1,000 | -50.0% | 28 | -26.3% | 0.00% | – |
VOYA | VOYA FINANCIAL INC | $2,000 | 0.0% | 35 | 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 | -33.3% | 32 | 0.0% | 0.00% | – | |
BKR | BAKER HUGHES COMPANYcl a | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
LZ | Exit | LEGALZOOM COM INC | $0 | – | -29 | -100.0% | 0.00% | – |
AGR | AVANGRID INC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
AVB | AVALONBAY CMNTYS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
WAT | WATERS CORP | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $2,000 | -60.0% | 1,341 | 0.0% | 0.00% | -100.0% | |
WELL | Sell | WELLTOWER INC | $3,000 | -25.0% | 39 | -2.5% | 0.00% | – |
WDC | WESTERN DIGITAL CORP. | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
WU | Buy | WESTERN UN CO | $3,000 | 0.0% | 156 | +1.3% | 0.00% | – |
WRK | WESTROCK CO | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
ATO | ATMOS ENERGY CORP | $1,000 | -50.0% | 13 | 0.0% | 0.00% | – | |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $0 | -100.0% | 4 | -99.3% | 0.00% | -100.0% |
ASB | ASSOCIATED BANC CORP | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -100.0% | |
WMB | WILLIAMS COS INC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
ARW | ARROW ELECTRS INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
WING | WINGSTOP INC | $2,000 | -50.0% | 32 | 0.0% | 0.00% | – | |
AWI | ARMSTRONG WORLD INDS INC NEW | $3,000 | -25.0% | 46 | 0.0% | 0.00% | – | |
SPLK | Exit | SPLUNK INC | $0 | – | -6 | -100.0% | 0.00% | – |
ARMK | ARAMARK | $0 | -100.0% | 14 | 0.0% | 0.00% | – | |
ATR | Sell | APTARGROUP INC | $2,000 | 0.0% | 17 | -19.0% | 0.00% | – |
DGRW | WISDOMTREE TRus qtly div grt | $0 | – | 6 | 0.0% | 0.00% | – | |
WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | 19 | +100.0% | 0.00% | – |
WDAY | Buy | WORKDAY INCcl a | $2,000 | -33.3% | 13 | +18.2% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $1,000 | -66.7% | 500 | 0.0% | 0.00% | – | |
WH | Buy | WYNDHAM HOTELS & RESORTS INC | $4,000 | -20.0% | 58 | +1.8% | 0.00% | -100.0% |
AIRC | APARTMENT INCOME REIT CORP | $1,000 | -50.0% | 33 | 0.0% | 0.00% | – | |
NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $2,000 | 0.0% | 310 | +2.3% | 0.00% | – |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $4,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
DKNG | Exit | DRAFTKINGS INC | $0 | – | -100 | -100.0% | 0.00% | – |
YETI | YETI HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
AMH | AMERICAN HOMES 4 RENTcl a | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
ACC | AMERICAN CAMPUS CMNTYS INC | $3,000 | +50.0% | 44 | 0.0% | 0.00% | – | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,000 | -33.3% | 14 | 0.0% | 0.00% | -100.0% | |
BWX | Exit | SPDR SER TRbloomberg intl t | $0 | – | -67 | -100.0% | 0.00% | – |
Z | Buy | ZILLOW GROUP INCcl c cap stk | $3,000 | – | 100 | +2400.0% | 0.00% | – |
IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -548 | -100.0% | 0.00% | – |
ZION | ZIONS BANCORPORATION N A | $2,000 | -33.3% | 41 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC | $4,000 | -33.3% | 352 | 0.0% | 0.00% | -100.0% | |
ZS | ZSCALER INC | $0 | – | 2 | 0.0% | 0.00% | – | |
UHAL | AMERCO | $1,000 | -50.0% | 3 | 0.0% | 0.00% | – | |
AMED | AMEDISYS INC | $2,000 | -33.3% | 15 | 0.0% | 0.00% | – | |
DOX | AMDOCS LTD | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -22 | -100.0% | 0.00% | – |
AMRN | AMARIN CORP PLCspons adr new | $1,000 | 0.0% | 355 | 0.0% | 0.00% | – | |
ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
BABYLON HLDGS LTD | $1,000 | -83.3% | 1,500 | 0.0% | 0.00% | -100.0% | ||
LYFT | Buy | LYFT INC | $0 | – | 14 | +1300.0% | 0.00% | – |
CLVT | Buy | CLARIVATE PLC | $2,000 | +100.0% | 116 | +30.3% | 0.00% | – |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $1,000 | – | 6 | +100.0% | 0.00% | – |
RE | EVEREST RE GROUP LTD | $4,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
FRO | FRONTLINE LTD | $0 | – | 20 | 0.0% | 0.00% | – | |
Exit | WORLD GOLD TRspdr gld minis | $0 | – | -22 | -100.0% | 0.00% | – | |
HLF | HERBALIFE NUTRITION LTD | $1,000 | -50.0% | 73 | 0.0% | 0.00% | – | |
CFLT | Exit | CONFLUENT INC | $0 | – | -51 | -100.0% | 0.00% | – |
JCI | JOHNSON CTLS INTL PLC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
AA | Buy | ALCOA CORP | $4,000 | – | 77 | +3750.0% | 0.00% | – |
ALK | Buy | ALASKA AIR GROUP INC | $2,000 | 0.0% | 55 | +31.0% | 0.00% | – |
APTV | APTIV PLC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | -100.0% | 28 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
RNR | RENAISSANCERE HLDGS LTD | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
A | AGILENT TECHNOLOGIES INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
CVNA | Exit | CARVANA COcl a | $0 | – | -1 | -100.0% | 0.00% | – |
ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $3,000 | -25.0% | 555 | 0.0% | 0.00% | – | |
ATUS | Exit | ALTICE USA INCcl a | $0 | – | -39 | -100.0% | 0.00% | – |
ARKK | ARK ETF TRinnovation etf | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – | |
CVAC | Exit | CUREVAC N V | $0 | – | -26 | -100.0% | 0.00% | – |
GRMN | GARMIN LTD | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
New | ARDAGH METAL PACKAGING S A | $0 | – | 64 | +100.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY S A | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
AGNC | AGNC INVT CORP | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -70 | -100.0% | 0.00% | – |
SSYS | STRATASYS LTD | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
AGCO | AGCO CORP | $4,000 | -20.0% | 36 | 0.0% | 0.00% | -100.0% | |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $4,000 | 0.0% | 42 | -2.3% | 0.00% | – |
XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -29 | -100.0% | 0.00% | – |
QGEN | QIAGEN NV | $3,000 | -25.0% | 72 | 0.0% | 0.00% | – | |
EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -12 | -100.0% | 0.00% | – |
OC | OWENS CORNING NEW | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
PTC | PTC INC | $1,000 | -50.0% | 14 | 0.0% | 0.00% | – | |
PCAR | PACCAR INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
QS | Exit | QUANTUMSCAPE CORP | $0 | – | -14 | -100.0% | 0.00% | – |
PACW | PACWEST BANCORP DEL | $0 | -100.0% | 18 | 0.0% | 0.00% | – | |
PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 49 | +226.7% | 0.00% | – |
PANW | PALO ALTO NETWORKS INC | $3,000 | -25.0% | 6 | 0.0% | 0.00% | – | |
FCOM | Exit | FIDELITY COVINGTON TRUST | $0 | – | -45 | -100.0% | 0.00% | – |
PH | Sell | PARKER-HANNIFIN CORP | $1,000 | -50.0% | 6 | -25.0% | 0.00% | – |
OSK | OSHKOSH CORP | $4,000 | -20.0% | 52 | 0.0% | 0.00% | -100.0% | |
ORION OFFICE REIT INC | $0 | – | 27 | 0.0% | 0.00% | – | ||
TSP | Exit | TUSIMPLE HLDGS INCcl a | $0 | – | -15 | -100.0% | 0.00% | – |
PTON | PELOTON INTERACTIVE INC | $0 | -100.0% | 28 | 0.0% | 0.00% | – | |
CIM | Exit | CHIMERA INVT CORP | $0 | – | -129 | -100.0% | 0.00% | – |
PAG | PENSKE AUTOMOTIVE GRP INC | $4,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
PEN | New | PENUMBRA INC | $0 | – | 3 | +100.0% | 0.00% | – |
OGN | ORGANON & CO | $4,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
OKE | ONEOK INC NEW | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
PKI | PERKINELMER INC | $3,000 | -25.0% | 23 | 0.0% | 0.00% | – | |
OKTA | Buy | OKTA INCcl a | $3,000 | -25.0% | 32 | +14.3% | 0.00% | – |
NOK | NOKIA CORPsponsored adr | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
NEM | NEWMONT CORP | $4,000 | -33.3% | 70 | 0.0% | 0.00% | -100.0% | |
NYT | New | NEW YORK TIMES COcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
NYMT | Buy | NEW YORK MTG TR INC | $0 | – | 38 | +442.9% | 0.00% | – |
NYCB | NEW YORK CMNTY BANCORP INC | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
NRZ | NEW RESIDENTIAL INVT CORP | $0 | -100.0% | 47 | 0.0% | 0.00% | – | |
NPCE | NEUROPACE INC | $2,000 | -33.3% | 420 | 0.0% | 0.00% | – | |
PNW | PINNACLE WEST CAP CORP | $3,000 | -25.0% | 47 | 0.0% | 0.00% | – | |
PXD | Buy | PIONEER NAT RES CO | $1,000 | 0.0% | 5 | +25.0% | 0.00% | – |
NEOG | NEOGEN CORP | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
PLUG | Sell | PLUG POWER INC | $0 | -100.0% | 10 | -73.7% | 0.00% | – |
NTRA | New | NATERA INC | $0 | – | 12 | +100.0% | 0.00% | – |
PINS | Exit | PINTEREST INCcl a | $0 | – | -9 | -100.0% | 0.00% | – |
FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -6 | -100.0% | 0.00% | – |
NOV | NOV INC | $0 | – | 16 | 0.0% | 0.00% | – | |
MORN | New | MORNINGSTAR INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -158 | -100.0% | -0.00% | – |
NFJ | Exit | VIRTUS DIVIDEND INTEREST & P | $0 | – | -420 | -100.0% | -0.00% | – |
JWN | Exit | NORDSTROM INC | $0 | – | -414 | -100.0% | -0.00% | – |
SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -126 | -100.0% | -0.00% | – |
FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -40 | -100.0% | -0.00% | – |
RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -46 | -100.0% | -0.00% | – |
REM | Exit | ISHARES TRmortge rel etf | $0 | – | -283 | -100.0% | -0.00% | – |
PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -427 | -100.0% | -0.00% | – |
EQX | Exit | EQUINOX GOLD CORP | $0 | – | -2,800 | -100.0% | -0.00% | – |
PDM | Exit | PIEDMONT OFFICE REALTY TR IN | $0 | – | -1,300 | -100.0% | -0.00% | – |
NEWP | Exit | NEW PAC METALS CORP | $0 | – | -9,100 | -100.0% | -0.00% | – |
AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -536 | -100.0% | -0.00% | – |
JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -1,108 | -100.0% | -0.01% | – |
AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -896 | -100.0% | -0.01% | – |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -4,500 | -100.0% | -0.01% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -513 | -100.0% | -0.01% | – |
KOMP | Exit | SPDR SER TRs&p kensho new | $0 | – | -1,568 | -100.0% | -0.01% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -385 | -100.0% | -0.01% | – |
SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -1,287 | -100.0% | -0.01% | – |
ROBT | Exit | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $0 | – | -2,398 | -100.0% | -0.01% | – |
FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -1,229 | -100.0% | -0.01% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -569 | -100.0% | -0.02% | – |
CERN | Exit | CERNER CORP | $0 | – | -6,365 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.