$836 Million is the total value of BerganKDV Wealth Management, LLC's 1041 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 21.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $83,244,000 | +38.9% | 1,694,025 | +45.9% | 9.96% | +45.1% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $48,165,000 | -3.7% | 1,712,242 | +7.7% | 5.76% | +0.6% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $33,484,000 | +2.6% | 450,786 | +5.4% | 4.01% | +7.3% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $29,300,000 | -5.5% | 216,779 | +0.4% | 3.51% | -1.2% |
CMBS | Buy | ISHARES TRcmbs etf | $28,336,000 | +5.5% | 618,014 | +10.7% | 3.39% | +10.3% |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $27,023,000 | -3.8% | 533,208 | +5.3% | 3.23% | +0.6% |
MBB | Buy | ISHARES TRmbs etf | $25,153,000 | -2.6% | 274,659 | +3.7% | 3.01% | +1.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $22,828,000 | -7.4% | 433,406 | +3.5% | 2.73% | -3.2% |
AGG | Sell | ISHARES TRcore us aggbd et | $21,956,000 | -17.4% | 227,901 | -12.8% | 2.63% | -13.6% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $20,614,000 | +1.4% | 545,354 | +4.6% | 2.47% | +6.0% |
AAPL | Buy | APPLE INC | $19,985,000 | +1.9% | 144,606 | +0.8% | 2.39% | +6.5% |
VOO | Buy | VANGUARD INDEX FDS | $18,373,000 | -2.0% | 55,963 | +3.5% | 2.20% | +2.4% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $14,327,000 | -1.5% | 236,685 | +2.1% | 1.71% | +2.9% |
UNH | Buy | UNITEDHEALTH GROUP INC | $12,959,000 | -0.4% | 25,659 | +1.3% | 1.55% | +4.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $12,772,000 | -6.0% | 146,484 | -0.4% | 1.53% | -1.8% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $11,375,000 | -5.1% | 169,423 | +2.4% | 1.36% | -0.8% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,402,000 | +1.0% | 55,336 | +5.8% | 1.24% | +5.6% |
DEF | Buy | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $9,230,000 | -5.1% | 153,317 | +0.3% | 1.10% | -0.9% |
MSFT | Buy | MICROSOFT CORP | $9,053,000 | -6.9% | 38,872 | +2.6% | 1.08% | -2.8% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $8,745,000 | -9.4% | 281,727 | +1.5% | 1.05% | -5.3% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $7,638,000 | -15.8% | 165,681 | -13.4% | 0.91% | -12.0% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $7,519,000 | -4.2% | 24,461 | +1.8% | 0.90% | +0.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,293,000 | -5.4% | 59,065 | +1.0% | 0.87% | -1.1% |
JNJ | Buy | JOHNSON & JOHNSON | $7,026,000 | -1.3% | 43,008 | +7.2% | 0.84% | +3.2% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,224,000 | -1.9% | 156,616 | +3.6% | 0.74% | +2.5% |
RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $6,082,000 | -5.8% | 24,203 | +0.4% | 0.73% | -1.5% |
CMI | Buy | CUMMINS INC | $6,023,000 | +10.4% | 29,595 | +5.0% | 0.72% | +15.4% |
KO | Buy | COCA COLA CO | $5,836,000 | -5.3% | 104,182 | +6.4% | 0.70% | -1.1% |
WFC | Buy | WELLS FARGO CO NEW | $5,789,000 | +40.1% | 143,925 | +36.4% | 0.69% | +46.5% |
HON | Buy | HONEYWELL INTL INC | $5,638,000 | -1.8% | 33,768 | +2.2% | 0.68% | +2.7% |
GOVT | Buy | ISHARES TRus treas bd etf | $5,631,000 | +28.9% | 247,398 | +35.3% | 0.67% | +34.8% |
CB | Buy | CHUBB LIMITED | $4,917,000 | -2.9% | 27,033 | +4.9% | 0.59% | +1.4% |
LOW | Buy | LOWES COS INC | $4,860,000 | +14.8% | 25,879 | +6.8% | 0.58% | +20.0% |
TXN | Sell | TEXAS INSTRS INC | $4,840,000 | -7.4% | 31,272 | -8.0% | 0.58% | -3.2% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,842,000 | +15.7% | 21,407 | +7.4% | 0.58% | +20.9% |
PG | Buy | PROCTER AND GAMBLE CO | $4,680,000 | -11.5% | 37,073 | +0.8% | 0.56% | -7.6% |
AMZN | Buy | AMAZON COM INC | $4,570,000 | +10.0% | 40,441 | +3.4% | 0.55% | +14.9% |
MDT | Buy | MEDTRONIC PLC | $4,563,000 | -8.0% | 56,508 | +2.2% | 0.55% | -3.9% |
SBUX | Buy | STARBUCKS CORP | $4,446,000 | +19.5% | 52,764 | +8.4% | 0.53% | +24.9% |
BOND | Buy | PIMCO ETF TRactive bd etf | $4,308,000 | -3.7% | 48,015 | +2.2% | 0.52% | +0.6% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $4,299,000 | -13.6% | 77,026 | -10.2% | 0.51% | -9.8% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $4,138,000 | +9.9% | 57,348 | +1.8% | 0.50% | +14.8% |
TGT | Buy | TARGET CORP | $3,961,000 | +11.5% | 26,690 | +6.1% | 0.47% | +16.5% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $3,936,000 | +22.5% | 53,564 | +29.5% | 0.47% | +28.0% |
NUBD | Buy | NUSHARES ETF TRnuveen esg us | $3,883,000 | +0.8% | 179,338 | +6.4% | 0.46% | +5.4% |
TT | TRANE TECHNOLOGIES PLC | $3,763,000 | +11.5% | 25,984 | 0.0% | 0.45% | +16.6% | |
JPM | Buy | JPMORGAN CHASE & CO | $3,762,000 | -1.5% | 35,995 | +6.1% | 0.45% | +3.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,632,000 | -22.3% | 95,655 | +3.8% | 0.44% | -18.7% |
TRV | Buy | TRAVELERS COMPANIES INC | $3,623,000 | -4.5% | 23,649 | +5.5% | 0.43% | 0.0% |
AFL | Buy | AFLAC INC | $3,600,000 | +9.0% | 64,061 | +7.3% | 0.43% | +14.0% |
AOS | Buy | SMITH A O CORP | $3,534,000 | -4.0% | 72,746 | +8.0% | 0.42% | +0.2% |
DOV | Buy | DOVER CORP | $3,538,000 | +3.1% | 30,352 | +7.3% | 0.42% | +7.6% |
DFS | Buy | DISCOVER FINL SVCS | $3,536,000 | +3.5% | 38,890 | +7.6% | 0.42% | +8.2% |
LMT | Buy | LOCKHEED MARTIN CORP | $3,494,000 | -6.1% | 9,044 | +4.5% | 0.42% | -1.9% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $3,471,000 | -6.6% | 40,150 | +3.6% | 0.42% | -2.6% |
GAB | GABELLI EQUITY TR INC | $3,424,000 | -9.8% | 622,514 | 0.0% | 0.41% | -5.7% | |
USHY | Buy | ISHARES TRbroad usd high | $3,278,000 | +0.2% | 97,515 | +3.2% | 0.39% | +4.5% |
PPG | Buy | PPG INDS INC | $3,224,000 | +4.2% | 29,127 | +7.6% | 0.39% | +9.0% |
GIS | Buy | GENERAL MLS INC | $3,119,000 | +5.5% | 40,718 | +3.9% | 0.37% | +10.0% |
WMT | Buy | WALMART INC | $2,994,000 | +12.9% | 23,088 | +5.8% | 0.36% | +17.8% |
PFE | Buy | PFIZER INC | $2,965,000 | -15.3% | 67,747 | +1.5% | 0.36% | -11.5% |
ABT | Buy | ABBOTT LABS | $2,954,000 | -10.5% | 30,534 | +0.5% | 0.35% | -6.6% |
USIG | Buy | ISHARES TRusd inv grde etf | $2,752,000 | -1.7% | 57,283 | +4.3% | 0.33% | +2.5% |
MRK | Buy | MERCK & CO INC | $2,723,000 | -2.2% | 31,621 | +3.5% | 0.33% | +2.2% |
IBDN | Sell | ISHARES TRibonds dec22 etf | $2,705,000 | -90.4% | 108,077 | -90.4% | 0.32% | -89.9% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,682,000 | -16.8% | 7,478 | -12.0% | 0.32% | -13.0% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,649,000 | -2.0% | 44,652 | -2.0% | 0.32% | +2.3% |
CVS | Buy | CVS HEALTH CORP | $2,612,000 | +3.7% | 27,384 | +0.8% | 0.31% | +8.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,607,000 | -4.8% | 9,764 | -2.6% | 0.31% | -0.6% |
USB | Sell | US BANCORP DEL | $2,515,000 | -28.6% | 62,369 | -18.5% | 0.30% | -25.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,481,000 | -11.7% | 25,802 | +1907.9% | 0.30% | -7.8% |
MCD | Buy | MCDONALDS CORP | $2,469,000 | +23.8% | 10,699 | +32.4% | 0.30% | +29.4% |
AVGO | Buy | BROADCOM INC | $2,446,000 | -7.3% | 5,509 | +1.5% | 0.29% | -3.0% |
CSCO | Buy | CISCO SYS INC | $2,421,000 | +9.7% | 60,520 | +16.9% | 0.29% | +14.6% |
SNA | Buy | SNAP ON INC | $2,392,000 | +9.3% | 11,879 | +7.0% | 0.29% | +13.9% |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $2,189,000 | +54625.0% | 30,422 | +60744.0% | 0.26% | – |
CVX | Sell | CHEVRON CORP NEW | $2,185,000 | -7.4% | 15,209 | -6.7% | 0.26% | -3.3% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,149,000 | -22.2% | 50,748 | -17.9% | 0.26% | -18.7% |
INTC | Buy | INTEL CORP | $2,147,000 | -28.4% | 83,303 | +3.9% | 0.26% | -25.1% |
XOM | Sell | EXXON MOBIL CORP | $2,123,000 | -11.4% | 24,320 | -13.1% | 0.25% | -7.3% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,967,000 | -17.7% | 29,611 | -11.3% | 0.24% | -14.2% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,911,000 | -11.7% | 20,546 | +1.8% | 0.23% | -7.7% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,906,000 | -43.3% | 40,248 | -42.2% | 0.23% | -40.8% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,901,000 | +353.7% | 64,828 | +507.3% | 0.23% | +372.9% |
RY | Buy | ROYAL BK CDA | $1,857,000 | -0.7% | 20,624 | +6.8% | 0.22% | +3.7% |
DG | Buy | DOLLAR GEN CORP NEW | $1,845,000 | -2.0% | 7,694 | +0.3% | 0.22% | +2.3% |
PEP | Sell | PEPSICO INC | $1,834,000 | -9.3% | 11,232 | -7.4% | 0.22% | -5.6% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,833,000 | -1.0% | 6,330 | -3.7% | 0.22% | +3.3% |
ABBV | Buy | ABBVIE INC | $1,770,000 | -10.9% | 13,187 | +1.7% | 0.21% | -7.0% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $1,751,000 | +4.2% | 21,566 | +6.2% | 0.21% | +9.4% |
VTI | VANGUARD INDEX FDStotal stk mkt | $1,739,000 | -4.8% | 9,689 | 0.0% | 0.21% | -0.5% | |
PPL | Buy | PPL CORP | $1,732,000 | -0.5% | 68,322 | +6.5% | 0.21% | +4.0% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,689,000 | -37.0% | 28,859 | -32.8% | 0.20% | -34.2% |
SWK | Buy | STANLEY BLACK & DECKER INC | $1,660,000 | -23.4% | 22,073 | +6.8% | 0.20% | -19.8% |
HAS | Buy | HASBRO INC | $1,656,000 | +20.4% | 24,566 | +46.3% | 0.20% | +26.1% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $1,645,000 | -2.6% | 7,501 | +0.5% | 0.20% | +2.1% |
IPG | New | INTERPUBLIC GROUP COS INC | $1,638,000 | – | 63,993 | +100.0% | 0.20% | – |
CE | Buy | CELANESE CORP DEL | $1,636,000 | -18.4% | 18,104 | +6.2% | 0.20% | -14.4% |
ACGL | Sell | ARCH CAP GROUP LTDord | $1,630,000 | 0.0% | 35,787 | -0.1% | 0.20% | +4.3% |
D | Buy | DOMINION ENERGY INC | $1,623,000 | -7.7% | 23,478 | +6.6% | 0.19% | -3.5% |
HD | Sell | HOME DEPOT INC | $1,513,000 | +0.3% | 5,485 | -0.2% | 0.18% | +4.6% |
BLK | Buy | BLACKROCK INC | $1,496,000 | -6.8% | 2,719 | +3.2% | 0.18% | -2.7% |
O | Buy | REALTY INCOME CORP | $1,497,000 | -7.5% | 25,715 | +8.4% | 0.18% | -3.2% |
UL | Buy | UNILEVER PLCspon adr new | $1,385,000 | +3.2% | 31,595 | +7.9% | 0.17% | +7.8% |
IBDO | Sell | ISHARES TRibonds dec23 etf | $1,367,000 | -4.1% | 54,778 | -3.6% | 0.16% | +0.6% |
FB | Sell | META PLATFORMS INCcl a | $1,313,000 | -18.9% | 9,676 | -3.6% | 0.16% | -15.1% |
DIS | Buy | DISNEY WALT CO | $1,289,000 | +11.0% | 13,669 | +11.2% | 0.15% | +15.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,284,000 | -3.2% | 13,425 | +2104.4% | 0.15% | +1.3% |
AZO | Buy | AUTOZONE INC | $1,257,000 | +3.9% | 587 | +4.3% | 0.15% | +7.9% |
MMM | Sell | 3M CO | $1,241,000 | -34.7% | 11,230 | -23.5% | 0.15% | -32.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,216,000 | -7.6% | 3,405 | -2.4% | 0.15% | -3.3% |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,169,000 | -1.1% | 26,911 | +11.7% | 0.14% | +3.7% |
FISV | Sell | FISERV INC | $1,154,000 | +1.9% | 12,335 | -3.2% | 0.14% | +6.2% |
VMW | Sell | VMWARE INC | $1,127,000 | -9.1% | 10,587 | -2.7% | 0.14% | -4.9% |
IHF | Sell | ISHARES TRus hlthcr pr etf | $1,128,000 | -9.5% | 4,415 | -9.6% | 0.14% | -5.6% |
CI | Buy | CIGNA CORP NEW | $1,130,000 | +10.6% | 4,073 | +5.1% | 0.14% | +15.4% |
BKNG | Sell | BOOKING HOLDINGS INC | $1,108,000 | -10.9% | 674 | -5.2% | 0.13% | -6.3% |
AMAT | Sell | APPLIED MATLS INC | $1,104,000 | -10.8% | 13,478 | -1.0% | 0.13% | -7.0% |
IR | INGERSOLL RAND INC | $1,070,000 | +2.9% | 24,724 | 0.0% | 0.13% | +7.6% | |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,041,000 | -25.2% | 3,782 | -0.4% | 0.12% | -21.4% |
XEL | Sell | XCEL ENERGY INC | $1,048,000 | -15.4% | 16,369 | -6.5% | 0.12% | -12.0% |
TRP | Buy | TC ENERGY CORP | $962,000 | -15.8% | 23,874 | +8.2% | 0.12% | -12.2% |
HSY | Buy | HERSHEY CO | $942,000 | +43.6% | 4,273 | +40.1% | 0.11% | +50.7% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $923,000 | -47.9% | 20,373 | -45.0% | 0.11% | -45.8% |
IGIB | Sell | ISHARES TR | $920,000 | -27.2% | 19,062 | -23.0% | 0.11% | -24.1% |
IBDP | Sell | ISHARES TRibonds dec24 etf | $894,000 | -6.1% | 36,730 | -4.5% | 0.11% | -1.8% |
UFPI | Buy | UFP INDUSTRIES INC | $898,000 | +7.5% | 12,440 | +1.6% | 0.11% | +11.5% |
PPT | Sell | PUTNAM PREMIER INCOME TRsh ben int | $870,000 | -7.7% | 243,076 | -2.0% | 0.10% | -3.7% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $863,000 | -16.4% | 72,747 | +7.6% | 0.10% | -12.7% |
ULTA | Buy | ULTA BEAUTY INC | $848,000 | +9.7% | 2,113 | +5.3% | 0.10% | +13.5% |
DHS | Sell | WISDOMTREE TRus high dividend | $834,000 | -45.3% | 11,006 | -40.7% | 0.10% | -42.9% |
SHM | Sell | SPDR SER TRnuveen blmbrg sh | $810,000 | -9.4% | 17,578 | -7.1% | 0.10% | -4.9% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $796,000 | -1.7% | 2,471 | -8.7% | 0.10% | +2.2% |
BLD | Buy | TOPBUILD CORP | $784,000 | +5.8% | 4,759 | +7.3% | 0.09% | +10.6% |
FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $787,000 | -7.0% | 16,156 | -3.3% | 0.09% | -3.1% |
SCHW | Buy | SCHWAB CHARLES CORP | $765,000 | +19.3% | 10,651 | +5.0% | 0.09% | +26.0% |
FANG | Buy | DIAMONDBACK ENERGY INC | $763,000 | +2.1% | 6,336 | +2.7% | 0.09% | +5.8% |
DHR | Buy | DANAHER CORPORATION | $729,000 | +8.2% | 2,823 | +6.2% | 0.09% | +13.0% |
DHI | Buy | D R HORTON INC | $721,000 | +5.1% | 10,699 | +3.3% | 0.09% | +8.9% |
EXP | Buy | EAGLE MATLS INC | $709,000 | +4.9% | 6,611 | +7.5% | 0.08% | +10.4% |
LLY | Sell | LILLY ELI & CO | $703,000 | -1.0% | 2,175 | -0.7% | 0.08% | +3.7% |
CBRE | Buy | CBRE GROUP INCcl a | $702,000 | -6.6% | 10,396 | +1.7% | 0.08% | -2.3% |
DE | Sell | DEERE & CO | $696,000 | +11.0% | 2,085 | -0.5% | 0.08% | +15.3% |
IBDQ | Sell | ISHARES TRibonds dec25 etf | $689,000 | -7.1% | 28,543 | -5.0% | 0.08% | -3.5% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $687,000 | +13.6% | 8,651 | +21.9% | 0.08% | +18.8% |
NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $674,000 | +2.6% | 23,763 | +10.8% | 0.08% | +8.0% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $663,000 | -20.2% | 8,094 | -6.4% | 0.08% | -16.8% |
AX | Buy | AXOS FINANCIAL INC | $631,000 | -2.0% | 18,443 | +2.6% | 0.08% | +2.7% |
LDP | Buy | COHEN & STEERS LTD DURATION | $626,000 | +8.5% | 34,613 | +18.7% | 0.08% | +13.6% |
PSX | Sell | PHILLIPS 66 | $618,000 | -9.1% | 7,659 | -7.7% | 0.07% | -5.1% |
EFIV | Buy | SPDR SER TRs&p 500 esg etf | $612,000 | -6.0% | 17,987 | +0.2% | 0.07% | -2.7% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $609,000 | -11.7% | 2,931 | +2.6% | 0.07% | -7.6% |
IWR | Buy | ISHARES TRrus mid cap etf | $598,000 | +100.7% | 9,622 | +109.0% | 0.07% | +111.8% |
AMGN | Sell | AMGEN INC | $588,000 | -12.2% | 2,611 | -5.2% | 0.07% | -9.1% |
IBDR | Sell | ISHARES TRibonds dec2026 | $576,000 | -4.3% | 24,951 | -1.4% | 0.07% | 0.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $576,000 | -1.9% | 2,026 | +8.9% | 0.07% | +3.0% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $547,000 | +8.7% | 17,047 | +11.2% | 0.06% | +12.1% |
CRM | Sell | SALESFORCE INC | $523,000 | -13.8% | 3,635 | -1.2% | 0.06% | -10.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $513,000 | -31.1% | 4,318 | -18.2% | 0.06% | -28.2% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $511,000 | -14.4% | 4,565 | -6.8% | 0.06% | -10.3% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $512,000 | -3.4% | 1,915 | +1.2% | 0.06% | 0.0% |
T | Buy | AT&T INC | $491,000 | -16.2% | 31,975 | +14.4% | 0.06% | -11.9% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $496,000 | -29.2% | 4,341 | -26.1% | 0.06% | -26.2% |
FLRN | Sell | SPDR SER TRbloomberg invt | $484,000 | -21.4% | 15,983 | -21.9% | 0.06% | -18.3% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $479,000 | -3.8% | 21,687 | +2.1% | 0.06% | 0.0% |
TSLA | Buy | TESLA INC | $480,000 | -11.1% | 1,808 | +125.4% | 0.06% | -8.1% |
DVYE | Buy | ISHARES INCem mkts div etf | $469,000 | +10.6% | 20,668 | +29.5% | 0.06% | +14.3% |
TSCO | Sell | TRACTOR SUPPLY CO | $465,000 | -7.0% | 2,500 | -3.0% | 0.06% | -1.8% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $449,000 | -30.0% | 5,610 | -0.5% | 0.05% | -26.0% |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $455,000 | -5.4% | 5,225 | +0.2% | 0.05% | -1.8% |
HRL | Sell | HORMEL FOODS CORP | $438,000 | -4.4% | 9,639 | -0.2% | 0.05% | 0.0% |
COST | Buy | COSTCO WHSL CORP NEW | $436,000 | +1.6% | 924 | +3.4% | 0.05% | +6.1% |
LH | Sell | LABORATORY CORP AMER HLDGS | $437,000 | -20.0% | 2,136 | -8.4% | 0.05% | -17.5% |
PRFT | Buy | PERFICIENT INC | $425,000 | -27.5% | 6,541 | +2.3% | 0.05% | -23.9% |
IAU | ISHARES GOLD TRishares new | $421,000 | -8.1% | 13,349 | 0.0% | 0.05% | -3.8% | |
COO | Sell | COOPER COS INC | $420,000 | -25.3% | 1,593 | -11.3% | 0.05% | -21.9% |
PYPL | Sell | PAYPAL HLDGS INC | $411,000 | +8.4% | 4,772 | -12.1% | 0.05% | +14.0% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -0.7% | 1 | 0.0% | 0.05% | +4.3% | |
V | Sell | VISA INC | $407,000 | -10.2% | 2,293 | -0.3% | 0.05% | -5.8% |
UTG | REAVES UTIL INCOME FD | $409,000 | -12.0% | 15,000 | 0.0% | 0.05% | -7.5% | |
ROST | Sell | ROSS STORES INC | $408,000 | +4.3% | 4,837 | -13.2% | 0.05% | +8.9% |
NEE | Sell | NEXTERA ENERGY INC | $410,000 | -22.5% | 5,226 | -23.4% | 0.05% | -19.7% |
SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $401,000 | -8.4% | 8,212 | -6.9% | 0.05% | -4.0% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $390,000 | +9.6% | 10,720 | +22.9% | 0.05% | +14.6% |
VUG | VANGUARD INDEX FDSgrowth etf | $383,000 | -4.0% | 1,791 | 0.0% | 0.05% | 0.0% | |
MMC | Buy | MARSH & MCLENNAN COS INC | $377,000 | +156.5% | 2,529 | +167.1% | 0.04% | +164.7% |
PFF | Sell | ISHARES TRpfd and incm sec | $380,000 | -10.6% | 12,000 | -7.2% | 0.04% | -8.2% |
ESGE | Buy | ISHARES INCesg awr msci em | $371,000 | -4.1% | 13,395 | +11.7% | 0.04% | 0.0% |
IDXX | IDEXX LABS INC | $365,000 | -6.9% | 1,119 | 0.0% | 0.04% | -2.2% | |
HYMB | Sell | SPDR SER TRnuveen bloomberg | $363,000 | -9.2% | 7,585 | -2.6% | 0.04% | -6.5% |
HYLB | Sell | DBX ETF TRxtrack usd high | $356,000 | -4.8% | 10,859 | -2.0% | 0.04% | 0.0% |
ETN | Sell | EATON CORP PLC | $347,000 | -86.8% | 2,603 | -87.5% | 0.04% | -86.0% |
PRU | Sell | PRUDENTIAL FINL INC | $347,000 | -11.0% | 4,049 | -0.7% | 0.04% | -6.7% |
IVW | ISHARES TRs&p 500 grwt etf | $339,000 | -4.2% | 5,866 | 0.0% | 0.04% | 0.0% | |
HYT | Sell | BLACKROCK CORPOR HI YLD FD I | $332,000 | -12.4% | 38,856 | -2.3% | 0.04% | -7.0% |
MUNI | Sell | PIMCO ETF TRinter mun bd act | $324,000 | -7.2% | 6,460 | -4.7% | 0.04% | -2.5% |
ALLE | ALLEGION PLC | $322,000 | -8.3% | 3,586 | 0.0% | 0.04% | -2.5% | |
IDV | Buy | ISHARES TRintl sel div etf | $314,000 | +10.6% | 13,945 | +33.4% | 0.04% | +15.2% |
FAST | FASTENAL CO | $319,000 | -7.8% | 6,930 | 0.0% | 0.04% | -5.0% | |
AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDEND | $298,000 | -14.1% | 41,792 | -2.6% | 0.04% | -10.0% |
UNP | Sell | UNION PAC CORP | $298,000 | -46.5% | 1,531 | -41.4% | 0.04% | -43.8% |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $295,000 | -89.0% | 2,987 | -89.0% | 0.04% | -88.6% |
LQD | ISHARES TRiboxx inv cp etf | $295,000 | -6.6% | 2,875 | 0.0% | 0.04% | -2.8% | |
AVUS | AMERICAN CENTY ETF TRus eqt etf | $290,000 | -4.3% | 4,655 | 0.0% | 0.04% | 0.0% | |
KMB | Sell | KIMBERLY-CLARK CORP | $282,000 | -17.1% | 2,504 | -0.4% | 0.03% | -12.8% |
BAC | Sell | BK OF AMERICA CORP | $275,000 | -4.2% | 9,094 | -1.2% | 0.03% | 0.0% |
XLK | SELECT SECTOR SPDR TRtechnology | $273,000 | -6.8% | 2,302 | 0.0% | 0.03% | -2.9% | |
QUAL | ISHARES TRmsci usa qlt fct | $279,000 | -7.0% | 2,682 | 0.0% | 0.03% | -2.9% | |
IWM | Buy | ISHARES TRrussell 2000 etf | $274,000 | +15.1% | 1,659 | +18.2% | 0.03% | +22.2% |
YUM | Sell | YUM BRANDS INC | $267,000 | -67.4% | 2,511 | -65.3% | 0.03% | -66.0% |
HNDL | STRATEGY SHSns 7handl idx | $270,000 | -6.9% | 14,070 | 0.0% | 0.03% | -3.0% | |
COMT | ISHARES U S ETF TRgsci cmdty stgy | $258,000 | -12.5% | 7,210 | 0.0% | 0.03% | -8.8% | |
IBTE | ISHARES TRibonds 24 trm ts | $259,000 | -1.9% | 10,797 | 0.0% | 0.03% | +3.3% | |
DSI | ISHARES TRmsci kld400 soc | $255,000 | -6.9% | 3,813 | 0.0% | 0.03% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $259,000 | -5.1% | 3,125 | 0.0% | 0.03% | 0.0% | |
GNTX | Sell | GENTEX CORP | $262,000 | -23.6% | 10,988 | -10.3% | 0.03% | -20.5% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $241,000 | -11.1% | 5,422 | 0.0% | 0.03% | -6.5% | |
ORCL | Sell | ORACLE CORP | $240,000 | -12.7% | 3,924 | -0.3% | 0.03% | -6.5% |
GLD | SPDR GOLD TR | $245,000 | -8.2% | 1,585 | 0.0% | 0.03% | -6.5% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $226,000 | -11.4% | 9,000 | 0.0% | 0.03% | -6.9% | |
IYR | Sell | ISHARES TRu.s. real es etf | $218,000 | -16.5% | 2,681 | -5.6% | 0.03% | -13.3% |
WHR | WHIRLPOOL CORP | $205,000 | -13.1% | 1,524 | 0.0% | 0.02% | -7.4% | |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $209,000 | -5.0% | 6,031 | 0.0% | 0.02% | 0.0% | |
HSBC | HSBC HLDGS PLCspon adr new | $201,000 | -20.2% | 7,721 | 0.0% | 0.02% | -17.2% | |
BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $199,000 | -86.9% | 7,762 | -85.8% | 0.02% | -86.2% |
IDOG | Buy | ALPS ETF TRintl sec dv dog | $203,000 | -1.0% | 9,536 | +17.3% | 0.02% | +4.3% |
MSB | MESABI TRctf ben int | $198,000 | -12.4% | 9,270 | 0.0% | 0.02% | -7.7% | |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $200,000 | -58.0% | 5,631 | -52.8% | 0.02% | -56.4% |
AXON | Sell | AXON ENTERPRISE INC | $197,000 | -17.2% | 1,704 | -33.3% | 0.02% | -11.1% |
DGX | QUEST DIAGNOSTICS INC | $194,000 | -8.1% | 1,585 | 0.0% | 0.02% | -4.2% | |
EVV | Sell | EATON VANCE LTD DURATION INC | $193,000 | -11.9% | 20,924 | -1.4% | 0.02% | -8.0% |
EMR | Sell | EMERSON ELEC CO | $194,000 | -91.4% | 2,650 | -90.7% | 0.02% | -91.1% |
BA | Sell | BOEING CO | $191,000 | -14.3% | 1,579 | -3.0% | 0.02% | -11.5% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $186,000 | +64.6% | 1,960 | +76.4% | 0.02% | +69.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $182,000 | -11.2% | 3,243 | -1.2% | 0.02% | -4.3% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $187,000 | +2.2% | 1,097 | +4.9% | 0.02% | +4.8% |
MDYG | SPDR SER TRs&p 400 mdcp grw | $178,000 | -1.1% | 2,947 | 0.0% | 0.02% | 0.0% | |
QCOM | Sell | QUALCOMM INC | $178,000 | -13.2% | 1,574 | -2.0% | 0.02% | -8.7% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $178,000 | -3.3% | 444 | 0.0% | 0.02% | 0.0% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $170,000 | -7.6% | 2,500 | 0.0% | 0.02% | -4.8% | |
VPU | VANGUARD WORLD FDSutilities etf | $167,000 | -6.7% | 1,177 | 0.0% | 0.02% | 0.0% | |
DRI | DARDEN RESTAURANTS INC | $165,000 | +12.2% | 1,303 | 0.0% | 0.02% | +17.6% | |
TLH | New | ISHARES TR10-20 yr trs etf | $167,000 | – | 1,535 | +100.0% | 0.02% | – |
IBTF | ISHARES TRibonds 25 trm ts | $158,000 | -3.1% | 6,799 | 0.0% | 0.02% | 0.0% | |
COP | Sell | CONOCOPHILLIPS | $159,000 | -8.1% | 1,556 | -19.2% | 0.02% | -5.0% |
ECL | Buy | ECOLAB INC | $161,000 | +2.5% | 1,112 | +8.8% | 0.02% | +5.6% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $152,000 | -35.9% | 502 | -0.6% | 0.02% | -33.3% |
EPD | ENTERPRISE PRODS PARTNERS L | $153,000 | -1.9% | 6,417 | 0.0% | 0.02% | 0.0% | |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $154,000 | -2.5% | 1,068 | 0.0% | 0.02% | 0.0% | |
MS | Buy | MORGAN STANLEY | $154,000 | +6.2% | 1,946 | +1.7% | 0.02% | +5.9% |
SDG | ISHARES TRmsci gbl sus dev | $144,000 | -11.1% | 2,032 | 0.0% | 0.02% | -10.5% | |
QAI | Buy | INDEXIQ ETF TRhedge mlti etf | $141,000 | +54.9% | 5,080 | +60.0% | 0.02% | +70.0% |
NVDA | Buy | NVIDIA CORPORATION | $142,000 | -2.7% | 1,166 | +20.8% | 0.02% | 0.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $146,000 | +247.6% | 4,003 | +294.8% | 0.02% | +240.0% |
AEE | AMEREN CORP | $141,000 | -11.3% | 1,754 | 0.0% | 0.02% | -5.6% | |
LNT | Buy | ALLIANT ENERGY CORP | $141,000 | -9.6% | 2,662 | +0.0% | 0.02% | -5.6% |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $142,000 | +3.6% | 1,000 | 0.0% | 0.02% | +6.2% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $143,000 | -4.7% | 1,000 | 0.0% | 0.02% | 0.0% | |
MCK | MCKESSON CORP | $138,000 | +3.8% | 407 | 0.0% | 0.02% | +13.3% | |
SO | Sell | SOUTHERN CO | $135,000 | -18.7% | 1,990 | -14.5% | 0.02% | -15.8% |
IBDS | ISHARES TRibonds 27 etf | $135,000 | -4.3% | 5,890 | 0.0% | 0.02% | 0.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. | $134,000 | +4.7% | 2,200 | 0.0% | 0.02% | +6.7% | |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $132,000 | 0.0% | 2,780 | +0.4% | 0.02% | +6.7% |
OGE | OGE ENERGY CORP | $131,000 | -5.1% | 3,581 | 0.0% | 0.02% | 0.0% | |
ES | EVERSOURCE ENERGY | $126,000 | -7.4% | 1,613 | 0.0% | 0.02% | -6.2% | |
CYRX | Sell | CRYOPORT INC | $122,000 | -50.8% | 5,001 | -37.5% | 0.02% | -46.4% |
SDY | SPDR SER TRs&p divid etf | $124,000 | -6.1% | 1,113 | 0.0% | 0.02% | 0.0% | |
KR | Sell | KROGER CO | $117,000 | -9.3% | 2,682 | -1.3% | 0.01% | -6.7% |
F | Sell | FORD MTR CO DEL | $121,000 | -4.7% | 10,806 | -5.5% | 0.01% | -6.7% |
ISRG | Sell | INTUITIVE SURGICAL INC | $117,000 | -11.4% | 626 | -4.6% | 0.01% | -6.7% |
BLDR | Buy | BUILDERS FIRSTSOURCE INC | $118,000 | +118.5% | 2,000 | +100.0% | 0.01% | +133.3% |
YUMC | Sell | YUM CHINA HLDGS INC | $114,000 | -67.4% | 2,411 | -66.6% | 0.01% | -65.0% |
ALL | Sell | ALLSTATE CORP | $113,000 | -21.5% | 909 | -20.2% | 0.01% | -12.5% |
IXC | ISHARES TRglobal energ etf | $121,000 | -1.6% | 3,629 | 0.0% | 0.01% | 0.0% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $115,000 | -39.2% | 1,615 | -34.3% | 0.01% | -36.4% |
WM | WASTE MGMT INC DEL | $106,000 | +5.0% | 663 | 0.0% | 0.01% | +8.3% | |
CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $110,000 | -48.4% | 5,170 | -42.2% | 0.01% | -45.8% |
JETS | ETF SER SOLUTIONSus glb jets | $105,000 | -9.5% | 7,025 | 0.0% | 0.01% | 0.0% | |
INTU | Sell | INTUIT | $105,000 | -20.5% | 272 | -20.7% | 0.01% | -13.3% |
FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $105,000 | -39.0% | 4,408 | -30.3% | 0.01% | -35.0% |
NTES | NETEASE INCsponsored ads | $109,000 | -18.7% | 1,440 | 0.0% | 0.01% | -13.3% | |
AJG | GALLAGHER ARTHUR J & CO | $106,000 | +5.0% | 618 | 0.0% | 0.01% | +8.3% | |
AXP | Buy | AMERICAN EXPRESS CO | $98,000 | -1.0% | 725 | +1.1% | 0.01% | +9.1% |
AMP | Sell | AMERIPRISE FINL INC | $98,000 | +1.0% | 388 | -5.4% | 0.01% | +9.1% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $102,000 | +47.8% | 1,349 | +56.9% | 0.01% | +50.0% |
AVDE | AMERICAN CENTY ETF TRintl eqt etf | $102,000 | -10.5% | 2,246 | 0.0% | 0.01% | -7.7% | |
FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $100,000 | – | 1,229 | +100.0% | 0.01% | – |
OHI | OMEGA HEALTHCARE INVS INC | $99,000 | +4.2% | 3,363 | 0.0% | 0.01% | +9.1% | |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $97,000 | 0.0% | 1,210 | -2.8% | 0.01% | +9.1% |
IEMG | ISHARES INCcore msci emkt | $100,000 | -12.3% | 2,322 | 0.0% | 0.01% | -7.7% | |
GPC | GENUINE PARTS CO | $97,000 | +12.8% | 650 | 0.0% | 0.01% | +20.0% | |
ZTS | Sell | ZOETIS INCcl a | $99,000 | -26.1% | 665 | -15.0% | 0.01% | -20.0% |
GDS | Buy | GDS HLDGS LTDsponsored ads | $97,000 | -17.1% | 5,500 | +57.1% | 0.01% | -7.7% |
IDA | IDACORP INC | $103,000 | -6.4% | 1,037 | 0.0% | 0.01% | -7.7% | |
AFG | AMERICAN FINL GROUP INC OHIO | $98,000 | -11.7% | 798 | 0.0% | 0.01% | -7.7% | |
GD | Sell | GENERAL DYNAMICS CORP | $99,000 | -5.7% | 468 | -1.3% | 0.01% | 0.0% |
NFLX | Sell | NETFLIX INC | $96,000 | +21.5% | 408 | -10.1% | 0.01% | +22.2% |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $89,000 | -25.2% | 3,622 | -12.8% | 0.01% | -21.4% |
XYL | Sell | XYLEM INC | $91,000 | +9.6% | 1,044 | -1.7% | 0.01% | +10.0% |
MDU | MDU RES GROUP INC | $93,000 | +1.1% | 3,408 | 0.0% | 0.01% | 0.0% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $91,000 | -92.7% | 1,214 | -92.5% | 0.01% | -92.3% |
WSM | Buy | WILLIAMS SONOMA INC | $95,000 | +5.6% | 810 | +0.1% | 0.01% | +10.0% |
SYY | SYSCO CORP | $90,000 | -16.7% | 1,272 | 0.0% | 0.01% | -8.3% | |
TTC | TORO CO | $89,000 | +14.1% | 1,028 | 0.0% | 0.01% | +22.2% | |
Buy | WARNER BROS DISCOVERY INC | $82,000 | -7.9% | 7,160 | +7.4% | 0.01% | 0.0% | |
RA | BROOKFIELD REAL ASSETS INCOM | $86,000 | -6.5% | 5,000 | 0.0% | 0.01% | -9.1% | |
CMA | COMERICA INC | $82,000 | -3.5% | 1,158 | 0.0% | 0.01% | 0.0% | |
FTV | Sell | FORTIVE CORP | $81,000 | 0.0% | 1,382 | -6.7% | 0.01% | +11.1% |
ALB | Buy | ALBEMARLE CORP | $84,000 | +27.3% | 318 | +0.3% | 0.01% | +25.0% |
XLE | SELECT SECTOR SPDR TRenergy | $82,000 | +1.2% | 1,139 | 0.0% | 0.01% | +11.1% | |
RUTH | RUTHS HOSPITALITY GROUP INC | $84,000 | +3.7% | 5,000 | 0.0% | 0.01% | +11.1% | |
MO | Sell | ALTRIA GROUP INC | $84,000 | -25.0% | 2,069 | -22.8% | 0.01% | -23.1% |
MLHR | MILLERKNOLL INC | $83,000 | -40.7% | 5,325 | 0.0% | 0.01% | -37.5% | |
MCO | MOODYS CORP | $85,000 | -10.5% | 350 | 0.0% | 0.01% | -9.1% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $82,000 | +43.9% | 161 | +54.8% | 0.01% | +42.9% |
FDX | Buy | FEDEX CORP | $82,000 | -29.3% | 555 | +8.6% | 0.01% | -23.1% |
ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $81,000 | – | 2,398 | +100.0% | 0.01% | – |
UPS | UNITED PARCEL SERVICE INCcl b | $76,000 | -11.6% | 471 | 0.0% | 0.01% | -10.0% | |
BP | Sell | BP PLCsponsored adr | $78,000 | -78.9% | 2,724 | -79.1% | 0.01% | -78.6% |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $78,000 | – | 1,287 | +100.0% | 0.01% | – |
COF | Sell | CAPITAL ONE FINL CORP | $76,000 | -87.1% | 826 | -85.4% | 0.01% | -86.6% |
GTY | GETTY RLTY CORP NEW | $77,000 | +1.3% | 2,850 | 0.0% | 0.01% | 0.0% | |
USMV | ISHARES TRmsci usa min vol | $75,000 | -6.2% | 1,141 | 0.0% | 0.01% | 0.0% | |
WEC | Sell | WEC ENERGY GROUP INC | $78,000 | -33.3% | 868 | -25.3% | 0.01% | -30.8% |
IVE | ISHARES TRs&p 500 val etf | $78,000 | -6.0% | 604 | 0.0% | 0.01% | -10.0% | |
PLD | PROLOGIS INC. | $75,000 | -13.8% | 740 | 0.0% | 0.01% | -10.0% | |
IBTD | ISHARES TRibonds 23 trm ts | $78,000 | -1.3% | 3,151 | 0.0% | 0.01% | 0.0% | |
Y | ALLEGHANY CORP MD | $72,000 | 0.0% | 86 | 0.0% | 0.01% | +12.5% | |
LIN | Buy | LINDE PLC | $73,000 | -5.2% | 271 | +1.5% | 0.01% | 0.0% |
CAT | Sell | CATERPILLAR INC | $78,000 | -11.4% | 478 | -3.0% | 0.01% | -10.0% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $69,000 | -19.8% | 785 | +0.5% | 0.01% | -20.0% |
ADI | Buy | ANALOG DEVICES INC | $66,000 | -4.3% | 471 | +0.2% | 0.01% | 0.0% |
ANET | ARISTA NETWORKS INC | $65,000 | +20.4% | 580 | 0.0% | 0.01% | +33.3% | |
CSX | Sell | CSX CORP | $70,000 | -10.3% | 2,632 | -1.7% | 0.01% | -11.1% |
CNP | CENTERPOINT ENERGY INC | $69,000 | -4.2% | 2,439 | 0.0% | 0.01% | 0.0% | |
DEO | DIAGEO PLCspon adr new | $70,000 | -2.8% | 413 | 0.0% | 0.01% | 0.0% | |
Buy | DIGITAL WORLD ACQUISITION CO | $67,000 | +34.0% | 4,000 | +93.5% | 0.01% | +33.3% | |
DIMENSIONAL ETF TRUSTus mktwide value | $66,000 | -7.0% | 2,239 | 0.0% | 0.01% | 0.0% | ||
EEM | Sell | ISHARES TRmsci emg mkt etf | $63,000 | -33.0% | 1,804 | -23.3% | 0.01% | -27.3% |
NVO | NOVO-NORDISK A Sadr | $67,000 | -10.7% | 672 | 0.0% | 0.01% | -11.1% | |
OTTR | OTTER TAIL CORP | $67,000 | -8.2% | 1,092 | 0.0% | 0.01% | 0.0% | |
PM | Sell | PHILIP MORRIS INTL INC | $65,000 | -52.9% | 784 | -44.0% | 0.01% | -50.0% |
HSIC | HENRY SCHEIN INC | $64,000 | -14.7% | 974 | 0.0% | 0.01% | -11.1% | |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $71,000 | -6.6% | 3,180 | +6.4% | 0.01% | -11.1% |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $64,000 | -16.9% | 937 | 0.0% | 0.01% | -11.1% | |
TSN | Sell | TYSON FOODS INCcl a | $68,000 | -26.9% | 1,030 | -4.9% | 0.01% | -27.3% |
USO | UNITED STS OIL FD LPunits | $66,000 | -18.5% | 1,006 | 0.0% | 0.01% | -11.1% | |
VFH | VANGUARD WORLD FDSfinancials etf | $69,000 | -4.2% | 933 | 0.0% | 0.01% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $69,000 | -6.8% | 570 | 0.0% | 0.01% | 0.0% | |
MAS | MASCO CORP | $58,000 | -7.9% | 1,247 | 0.0% | 0.01% | 0.0% | |
ILCB | ISHARES TRmorningstr us eq | $60,000 | -4.8% | 1,222 | 0.0% | 0.01% | 0.0% | |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $59,000 | -6.3% | 900 | +0.1% | 0.01% | 0.0% |
MAR | MARRIOTT INTL INC NEWcl a | $61,000 | +3.4% | 432 | 0.0% | 0.01% | 0.0% | |
BDX | BECTON DICKINSON & CO | $61,000 | -10.3% | 275 | 0.0% | 0.01% | -12.5% | |
XLF | SELECT SECTOR SPDR TRfinancial | $61,000 | -3.2% | 2,000 | 0.0% | 0.01% | 0.0% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $57,000 | -16.2% | 995 | -0.7% | 0.01% | -12.5% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $58,000 | +1.8% | 1,380 | +6.2% | 0.01% | 0.0% |
KOMP | New | SPDR SER TRs&p kensho new | $61,000 | – | 1,568 | +100.0% | 0.01% | – |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $57,000 | -65.9% | 1,021 | -61.4% | 0.01% | -63.2% |
ACN | Sell | ACCENTURE PLC IRELAND | $57,000 | -61.2% | 223 | -57.9% | 0.01% | -58.8% |
AMT | AMERICAN TOWER CORP NEW | $58,000 | -15.9% | 269 | 0.0% | 0.01% | -12.5% | |
CL | Sell | COLGATE PALMOLIVE CO | $59,000 | -14.5% | 839 | -1.9% | 0.01% | -12.5% |
ENB | Buy | ENBRIDGE INC | $62,000 | +10.7% | 1,668 | +25.7% | 0.01% | +16.7% |
NNN | Buy | NATIONAL RETAIL PROPERTIES I | $51,000 | -7.3% | 1,292 | +0.2% | 0.01% | 0.0% |
TMUS | Buy | T-MOBILE US INC | $47,000 | +2.2% | 347 | +2.4% | 0.01% | +20.0% |
TFC | Sell | TRUIST FINL CORP | $46,000 | -11.5% | 1,048 | -5.1% | 0.01% | 0.0% |
ADSK | Sell | AUTODESK INC | $52,000 | -24.6% | 276 | -31.7% | 0.01% | -25.0% |
CME | CME GROUP INC | $49,000 | -12.5% | 275 | 0.0% | 0.01% | 0.0% | |
KLAC | KLA CORP | $48,000 | -4.0% | 158 | 0.0% | 0.01% | 0.0% | |
SPSB | SPDR SER TRportfolio short | $47,000 | -2.1% | 1,598 | 0.0% | 0.01% | +20.0% | |
WST | Buy | WEST PHARMACEUTICAL SVSC INC | $46,000 | +666.7% | 187 | +884.2% | 0.01% | +500.0% |
ALE | Buy | ALLETE INC | $47,000 | +46.9% | 944 | +73.8% | 0.01% | +50.0% |
ESML | ISHARES TResg aware msci | $46,000 | -2.1% | 1,500 | 0.0% | 0.01% | +20.0% | |
FDL | FIRST TR MORNINGSTAR DIVID L | $47,000 | -9.6% | 1,470 | 0.0% | 0.01% | 0.0% | |
VB | VANGUARD INDEX FDSsmall cp etf | $47,000 | -2.1% | 275 | 0.0% | 0.01% | +20.0% | |
FSK | FS KKR CAP CORP | $47,000 | -13.0% | 2,779 | 0.0% | 0.01% | 0.0% | |
SH | Buy | PROSHARES TRshort s&p 500 ne | $52,000 | +13.0% | 2,983 | +6.1% | 0.01% | +20.0% |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $53,000 | -3.6% | 252 | 0.0% | 0.01% | 0.0% | |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $48,000 | +77.8% | 209 | +109.0% | 0.01% | +100.0% |
THCX | SPINNAKER ETF SERIEScannabis etf | $53,000 | -24.3% | 19,000 | 0.0% | 0.01% | -25.0% | |
TBF | Buy | PROSHARES TRshrt 20+yr tre | $53,000 | +39.5% | 2,361 | +23.8% | 0.01% | +50.0% |
TECH | New | BIO-TECHNE CORP | $38,000 | – | 133 | +100.0% | 0.01% | – |
EFZ | Buy | PROSHARES TR | $38,000 | +58.3% | 1,625 | +42.5% | 0.01% | +66.7% |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $41,000 | -6.8% | 702 | 0.0% | 0.01% | 0.0% | |
USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $44,000 | -12.0% | 8,014 | +0.1% | 0.01% | -16.7% |
CII | BLACKROCK ENHANCD CAP & INM | $39,000 | -7.1% | 2,367 | 0.0% | 0.01% | 0.0% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $40,000 | 0.0% | 1,121 | -1.1% | 0.01% | 0.0% |
ILMN | Buy | ILLUMINA INC | $40,000 | +2.6% | 212 | +1.0% | 0.01% | +25.0% |
SCZ | ISHARES TReafe sml cp etf | $44,000 | -10.2% | 903 | 0.0% | 0.01% | -16.7% | |
NKE | Sell | NIKE INCcl b | $44,000 | -18.5% | 529 | -0.4% | 0.01% | -16.7% |
FIBK | Sell | FIRST INTST BANCSYSTEM INC | $40,000 | -82.5% | 1,000 | -83.3% | 0.01% | -80.8% |
EHC | ENCOMPASS HEALTH CORP | $45,000 | -19.6% | 1,000 | 0.0% | 0.01% | -16.7% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $38,000 | -5.0% | 314 | 0.0% | 0.01% | 0.0% | |
DOW | Buy | DOW INC | $41,000 | +78.3% | 931 | +113.0% | 0.01% | +66.7% |
LULU | Sell | LULULEMON ATHLETICA INC | $41,000 | -4.7% | 148 | -5.1% | 0.01% | 0.0% |
IJK | ISHARES TRs&p mc 400gr etf | $39,000 | -2.5% | 625 | 0.0% | 0.01% | 0.0% | |
THO | Sell | THOR INDS INC | $38,000 | -7.3% | 545 | -1.8% | 0.01% | 0.0% |
CTVA | Sell | CORTEVA INC | $40,000 | +5.3% | 698 | -0.9% | 0.01% | +25.0% |
ASML | ASML HOLDING N V | $38,000 | -11.6% | 91 | 0.0% | 0.01% | 0.0% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $43,000 | -12.2% | 533 | 0.0% | 0.01% | -16.7% | |
TJX | Sell | TJX COS INC NEW | $42,000 | -4.5% | 669 | -15.0% | 0.01% | 0.0% |
PII | POLARIS INC | $32,000 | -3.0% | 330 | 0.0% | 0.00% | 0.0% | |
NVS | Sell | NOVARTIS AGsponsored adr | $33,000 | -37.7% | 432 | -31.2% | 0.00% | -33.3% |
DBEF | New | DBX ETF TRxtrack msci eafe | $31,000 | – | 940 | +100.0% | 0.00% | – |
BMI | BADGER METER INC | $37,000 | +15.6% | 400 | 0.0% | 0.00% | 0.0% | |
STAG | Buy | STAG INDL INC | $32,000 | -8.6% | 1,135 | +0.6% | 0.00% | 0.0% |
FSLR | New | FIRST SOLAR INC | $36,000 | – | 275 | +100.0% | 0.00% | – |
ARCC | Sell | ARES CAPITAL CORP | $30,000 | -70.9% | 1,762 | -69.4% | 0.00% | -66.7% |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $33,000 | -29.8% | 929 | -15.9% | 0.00% | -20.0% |
TTD | Buy | THE TRADE DESK INC | $34,000 | +47.8% | 565 | +2.2% | 0.00% | +33.3% |
TRMB | Sell | TRIMBLE INC | $35,000 | -14.6% | 643 | -7.7% | 0.00% | -20.0% |
BRSP | BRIGHTSPIRE CAPITAL INC | $32,000 | -15.8% | 5,094 | 0.0% | 0.00% | 0.0% | |
TEAM | Sell | ATLASSIAN CORP PLCcl a | $34,000 | +9.7% | 160 | -4.8% | 0.00% | 0.0% |
AG | Buy | FIRST MAJESTIC SILVER CORP | $30,000 | +100.0% | 4,000 | +94.4% | 0.00% | +100.0% |
PAYX | Buy | PAYCHEX INC | $30,000 | 0.0% | 267 | +1.9% | 0.00% | +33.3% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $36,000 | -46.3% | 654 | -39.8% | 0.00% | -50.0% |
JKHY | Sell | HENRY JACK & ASSOC INC | $31,000 | -3.1% | 170 | -5.0% | 0.00% | 0.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $34,000 | 0.0% | 205 | +1.0% | 0.00% | 0.0% |
IT | GARTNER INC | $32,000 | +14.3% | 116 | 0.0% | 0.00% | +33.3% | |
VV | VANGUARD INDEX FDSlarge cap etf | $36,000 | -5.3% | 220 | 0.0% | 0.00% | 0.0% | |
SGEN | Sell | SEAGEN INC | $31,000 | -35.4% | 223 | -17.7% | 0.00% | -20.0% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $32,000 | -3.0% | 166 | 0.0% | 0.00% | 0.0% | |
MU | Buy | MICRON TECHNOLOGY INC | $31,000 | -8.8% | 625 | +0.2% | 0.00% | 0.0% |
EIX | EDISON INTL | $34,000 | -10.5% | 594 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $31,000 | 0.0% | 1,607 | 0.0% | 0.00% | 0.0% | |
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $33,000 | -2.9% | 2,742 | 0.0% | 0.00% | 0.0% | |
ITT | ITT INC | $33,000 | -2.9% | 500 | 0.0% | 0.00% | 0.0% | |
QLTA | ISHARES TRa rate cp bd etf | $31,000 | -6.1% | 685 | 0.0% | 0.00% | 0.0% | |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $37,000 | -32.7% | 676 | -18.2% | 0.00% | -33.3% |
ACVF | ETF OPPORTUNITIES TRUSTamerican conser | $37,000 | -5.1% | 1,382 | 0.0% | 0.00% | 0.0% | |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $35,000 | +34.6% | 1,008 | +60.0% | 0.00% | +33.3% |
CAH | Buy | CARDINAL HEALTH INC | $30,000 | +25.0% | 453 | +0.2% | 0.00% | +33.3% |
RBC | REGAL REXNORD CORPORATION | $35,000 | +25.0% | 250 | 0.0% | 0.00% | +33.3% | |
WY | WEYERHAEUSER CO MTN BE | $37,000 | -14.0% | 1,312 | 0.0% | 0.00% | -20.0% | |
IYLD | ISHARES TRmrngstr inc etf | $23,000 | -8.0% | 1,279 | 0.0% | 0.00% | 0.0% | |
HPQ | Sell | HP INC | $28,000 | -24.3% | 1,126 | -0.4% | 0.00% | -25.0% |
CCI | Sell | CROWN CASTLE INC | $28,000 | -17.6% | 194 | -4.4% | 0.00% | -25.0% |
CMG | CHIPOTLE MEXICAN GRILL INC | $24,000 | +14.3% | 16 | 0.0% | 0.00% | +50.0% | |
PNC | Sell | PNC FINL SVCS GROUP INC | $25,000 | -16.7% | 170 | -11.5% | 0.00% | 0.0% |
FIS | Sell | FIDELITY NATL INFORMATION SV | $23,000 | -20.7% | 305 | -4.4% | 0.00% | 0.0% |
COG | Buy | COTERRA ENERGY INC | $27,000 | +3.8% | 1,032 | +0.7% | 0.00% | 0.0% |
SHELL PLCspon ads | $27,000 | -3.6% | 544 | 0.0% | 0.00% | 0.0% | ||
OTIS | Sell | OTIS WORLDWIDE CORP | $28,000 | -28.2% | 432 | -22.3% | 0.00% | -25.0% |
CHD | Sell | CHURCH & DWIGHT CO INC | $29,000 | -23.7% | 404 | -1.0% | 0.00% | -25.0% |
DXJ | WISDOMTREE TRjapn hedge eqt | $22,000 | 0.0% | 352 | 0.0% | 0.00% | 0.0% | |
APD | Buy | AIR PRODS & CHEMS INC | $27,000 | -3.6% | 117 | +0.9% | 0.00% | 0.0% |
CWB | New | SPDR SER TRbbg conv sec etf | $21,000 | – | 325 | +100.0% | 0.00% | – |
MOS | Buy | MOSAIC CO NEW | $22,000 | 0.0% | 465 | +0.2% | 0.00% | 0.0% |
ITW | Sell | ILLINOIS TOOL WKS INC | $24,000 | -69.6% | 135 | -69.0% | 0.00% | -66.7% |
KKR | Sell | KKR & CO INC | $22,000 | -4.3% | 500 | -0.8% | 0.00% | 0.0% |
CFG | Sell | CITIZENS FINL GROUP INC | $24,000 | -68.0% | 704 | -66.5% | 0.00% | -66.7% |
CSL | CARLISLE COS INC | $23,000 | +21.1% | 81 | 0.0% | 0.00% | +50.0% | |
BLL | BALL CORP | $24,000 | -27.3% | 487 | 0.0% | 0.00% | -25.0% | |
NMS | New | NUVEEN MINN QUALITY MUN INM | $27,000 | – | 2,266 | +100.0% | 0.00% | – |
DD | Sell | DUPONT DE NEMOURS INC | $22,000 | -8.3% | 427 | -1.4% | 0.00% | 0.0% |
HOLX | HOLOGIC INC | $28,000 | -6.7% | 431 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $25,000 | -3.8% | 609 | 0.0% | 0.00% | 0.0% | |
PIPR | PIPER SANDLER COMPANIES | $27,000 | -6.9% | 255 | 0.0% | 0.00% | 0.0% | |
CSB | New | VICTORY PORTFOLIOS II | $28,000 | – | 597 | +100.0% | 0.00% | – |
BR | BROADRIDGE FINL SOLUTIONS IN | $21,000 | 0.0% | 145 | 0.0% | 0.00% | +50.0% | |
NEP | NEXTERA ENERGY PARTNERS LP | $21,000 | -4.5% | 295 | 0.0% | 0.00% | 0.0% | |
NET | Buy | CLOUDFLARE INC | $24,000 | +26.3% | 442 | +1.1% | 0.00% | +50.0% |
RYN | RAYONIER INC | $29,000 | -19.4% | 964 | 0.0% | 0.00% | -25.0% | |
CDXS | CODEXIS INC | $21,000 | -43.2% | 3,500 | 0.0% | 0.00% | -25.0% | |
MUB | Sell | ISHARES TRnational mun etf | $29,000 | -49.1% | 283 | -46.9% | 0.00% | -57.1% |
RGA | Sell | REINSURANCE GRP OF AMERICA I | $26,000 | +4.0% | 204 | -4.2% | 0.00% | 0.0% |
SA | Buy | SEABRIDGE GOLD INC | $24,000 | +100.0% | 2,000 | +100.0% | 0.00% | +200.0% |
BBY | BEST BUY INC | $26,000 | -3.7% | 410 | 0.0% | 0.00% | 0.0% | |
CSR | CENTERSPACE | $25,000 | -16.7% | 370 | 0.0% | 0.00% | 0.0% | |
New | GSK PLCsponsored adr | $23,000 | – | 780 | +100.0% | 0.00% | – | |
NOW | SERVICENOW INC | $26,000 | -18.8% | 68 | 0.0% | 0.00% | -25.0% | |
SWAV | SHOCKWAVE MED INC | $28,000 | +47.4% | 100 | 0.0% | 0.00% | +50.0% | |
ABC | Sell | AMERISOURCEBERGEN CORP | $25,000 | -10.7% | 187 | -5.6% | 0.00% | 0.0% |
TAIL | Buy | CAMBRIA ETF TRtail risk | $23,000 | -4.2% | 1,362 | +0.3% | 0.00% | 0.0% |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $22,000 | -4.3% | 310 | 0.0% | 0.00% | 0.0% | |
ANTM | Sell | ELEVANCE HEALTH INC | $21,000 | -16.0% | 47 | -11.3% | 0.00% | 0.0% |
BAX | BAXTER INTL INC | $22,000 | -15.4% | 400 | 0.0% | 0.00% | 0.0% | |
URI | Buy | UNITED RENTALS INC | $28,000 | +40.0% | 105 | +25.0% | 0.00% | +50.0% |
Sell | GENERAL ELECTRIC CO | $26,000 | -94.1% | 414 | -94.0% | 0.00% | -94.1% | |
DVY | ISHARES TRselect divid etf | $27,000 | -6.9% | 250 | 0.0% | 0.00% | 0.0% | |
THC | TENET HEALTHCARE CORP | $21,000 | -4.5% | 416 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DEL | $26,000 | -3.7% | 943 | 0.0% | 0.00% | 0.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $25,000 | -3.8% | 277 | 0.0% | 0.00% | 0.0% | |
DGP | DEUTSCHE BK AG LONDON BRHdb gold dbl lng | $28,000 | -17.6% | 900 | 0.0% | 0.00% | -25.0% | |
New | COHERENT CORP | $25,000 | – | 720 | +100.0% | 0.00% | – | |
FNV | Buy | FRANCO NEV CORP | $24,000 | -4.0% | 200 | +5.3% | 0.00% | 0.0% |
TLRY | TILRAY BRANDS INC | $28,000 | -9.7% | 10,015 | 0.0% | 0.00% | -25.0% | |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $13,000 | -50.0% | 81 | -53.7% | 0.00% | -33.3% |
IP | Sell | INTERNATIONAL PAPER CO | $14,000 | -88.1% | 426 | -84.9% | 0.00% | -85.7% |
K | KELLOGG CO | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $16,000 | +6.7% | 687 | +17.2% | 0.00% | 0.0% |
RF | REGIONS FINANCIAL CORP NEW | $13,000 | +8.3% | 657 | 0.0% | 0.00% | +100.0% | |
RGEN | REPLIGEN CORP | $19,000 | +11.8% | 103 | 0.0% | 0.00% | 0.0% | |
VMO | New | INVESCO MUN OPPORTUNITY TR | $16,000 | – | 1,755 | +100.0% | 0.00% | – |
JD | Buy | JD.COM INCspon adr cl a | $17,000 | +13.3% | 340 | +41.7% | 0.00% | 0.0% |
CVBF | CVB FINL CORP | $16,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $19,000 | -9.5% | 1,576 | +0.1% | 0.00% | 0.0% |
CHRW | Sell | C H ROBINSON WORLDWIDE INC | $13,000 | -7.1% | 137 | -0.7% | 0.00% | 0.0% |
SPMD | SPDR SER TRportfolio s&p400 | $19,000 | 0.0% | 482 | 0.0% | 0.00% | 0.0% | |
GILD | Sell | GILEAD SCIENCES INC | $19,000 | -42.4% | 310 | -41.4% | 0.00% | -50.0% |
KBWP | New | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $15,000 | – | 200 | +100.0% | 0.00% | – |
SAP | Sell | SAP SEspon adr | $15,000 | -40.0% | 187 | -32.5% | 0.00% | -33.3% |
RWL | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $17,000 | +6.2% | 441 | 0.0% | 0.00% | 0.0% | |
IUSS | New | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $20,000 | – | 664 | +100.0% | 0.00% | – |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $20,000 | -60.0% | 976 | -59.4% | 0.00% | -66.7% |
SRE | SEMPRA | $19,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
SILV | Buy | SILVERCREST METALS INC | $17,000 | +41.7% | 3,000 | +50.0% | 0.00% | +100.0% |
SIRI | Buy | SIRIUS XM HOLDINGS INC | $14,000 | 0.0% | 2,427 | +4.9% | 0.00% | 0.0% |
MRO | MARATHON OIL CORP | $15,000 | 0.0% | 682 | 0.0% | 0.00% | 0.0% | |
SNOW | Buy | SNOWFLAKE INCcl a | $18,000 | +28.6% | 108 | +4.9% | 0.00% | 0.0% |
SLVP | New | ISHARES INCmsci glb slv&mtl | $13,000 | – | 1,500 | +100.0% | 0.00% | – |
SGDM | New | SPROTT ETF TRUSTgold miners etf | $16,000 | – | 750 | +100.0% | 0.00% | – |
BNS | Buy | BANK NOVA SCOTIA HALIFAX | $14,000 | 0.0% | 284 | +18.3% | 0.00% | 0.0% |
STT | STATE STR CORP | $13,000 | 0.0% | 218 | 0.0% | 0.00% | +100.0% | |
STOR | Buy | STORE CAP CORP | $18,000 | +20.0% | 566 | +1.4% | 0.00% | 0.0% |
TIP | Buy | ISHARES TRtips bd etf | $20,000 | 0.0% | 186 | +7.5% | 0.00% | 0.0% |
CAG | Sell | CONAGRA BRANDS INC | $19,000 | -29.6% | 586 | -25.4% | 0.00% | -33.3% |
MTA | Buy | METALLA RTY & STREAMING LTD | $19,000 | +11.8% | 5,000 | +42.9% | 0.00% | 0.0% |
MET | Buy | METLIFE INC | $13,000 | -7.1% | 218 | +0.5% | 0.00% | 0.0% |
MU | New | MICRON TECHNOLOGY INC | $15,000 | – | 300 | +100.0% | 0.00% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $15,000 | – | 143 | +100.0% | 0.00% | – |
UTHR | UNITED THERAPEUTICS CORP DEL | $13,000 | -7.1% | 60 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $13,000 | -7.1% | 102 | 0.0% | 0.00% | 0.0% | |
AR | ANTERO RESOURCES CORP | $20,000 | -4.8% | 670 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES TRu.s. energy etf | $14,000 | +7.7% | 350 | 0.0% | 0.00% | +100.0% | |
AIG | AMERICAN INTL GROUP INC | $13,000 | -7.1% | 283 | 0.0% | 0.00% | 0.0% | |
NTRS | Sell | NORTHERN TR CORP | $13,000 | -75.5% | 148 | -73.0% | 0.00% | -66.7% |
IGSB | ISHARES TR | $16,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% | |
NUW | New | NUVEEN AMT-FREE MUN VALUE FD | $20,000 | – | 1,533 | +100.0% | 0.00% | – |
WPC | Buy | WP CAREY INC | $19,000 | -13.6% | 269 | +1.1% | 0.00% | -33.3% |
C | Sell | CITIGROUP INC | $19,000 | -26.9% | 452 | -20.6% | 0.00% | -33.3% |
ORLY | OREILLY AUTOMOTIVE INC | $20,000 | +11.1% | 28 | 0.0% | 0.00% | 0.0% | |
ABNB | Buy | AIRBNB INC | $16,000 | +23.1% | 152 | +1.3% | 0.00% | +100.0% |
DLN | New | WISDOMTREE TRus largecap divd | $13,000 | – | 234 | +100.0% | 0.00% | – |
DON | WISDOMTREE TRus midcap divid | $13,000 | 0.0% | 344 | 0.0% | 0.00% | +100.0% | |
GCO | GENESCO INC | $20,000 | -20.0% | 500 | 0.0% | 0.00% | -33.3% | |
DLTR | Sell | DOLLAR TREE INC | $15,000 | -21.1% | 113 | -9.6% | 0.00% | 0.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $13,000 | -75.0% | 198 | -70.9% | 0.00% | -66.7% |
FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $13,000 | – | 305 | +100.0% | 0.00% | – |
ASO | ACADEMY SPORTS & OUTDOORS IN | $13,000 | +18.2% | 304 | 0.0% | 0.00% | +100.0% | |
DVN | Buy | DEVON ENERGY CORP NEW | $15,000 | +36.4% | 247 | +26.7% | 0.00% | +100.0% |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $16,000 | -36.0% | 305 | -13.1% | 0.00% | -33.3% |
DGRO | New | ISHARES TRcore div grwth | $19,000 | – | 427 | +100.0% | 0.00% | – |
VFL | New | DELAWARE INVTS NATL MUN INCOsh ben int | $14,000 | – | 1,325 | +100.0% | 0.00% | – |
HYS | PIMCO ETF TR0-5 high yield | $16,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
CASY | CASEYS GEN STORES INC | $16,000 | +6.7% | 79 | 0.0% | 0.00% | 0.0% | |
EIM | New | EATON VANCE MUN BD FD | $6,000 | – | 656 | +100.0% | 0.00% | – |
SPROTT FDS TRuranium miners e | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% | ||
LUV | SOUTHWEST AIRLS CO | $5,000 | -16.7% | 177 | 0.0% | 0.00% | 0.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MKL | MARKEL CORP | $8,000 | -11.1% | 7 | 0.0% | 0.00% | 0.0% | |
VFC | Buy | V F CORP | $7,000 | -30.0% | 225 | +2.3% | 0.00% | 0.0% |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
VLO | Sell | VALERO ENERGY CORP | $7,000 | -36.4% | 68 | -35.2% | 0.00% | 0.0% |
NRG | NRG ENERGY INC | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
ESPO | New | VANECK ETF TRUSTvideo gmng esprt | $8,000 | – | 185 | +100.0% | 0.00% | – |
IWO | ISHARES TRrus 2000 grw etf | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $7,000 | – | 666 | +100.0% | 0.00% | – |
APPN | APPIAN CORPcl a | $5,000 | -16.7% | 130 | 0.0% | 0.00% | 0.0% | |
MPC | Sell | MARATHON PETE CORP | $7,000 | 0.0% | 74 | -15.9% | 0.00% | 0.0% |
SNAP | SNAP INCcl a | $5,000 | -28.6% | 500 | 0.0% | 0.00% | 0.0% | |
MFC | Buy | MANULIFE FINL CORP | $9,000 | 0.0% | 587 | +11.4% | 0.00% | 0.0% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $5,000 | +25.0% | 63 | +34.0% | 0.00% | – |
TROW | PRICE T ROWE GROUP INC | $5,000 | -16.7% | 49 | 0.0% | 0.00% | 0.0% | |
New | ENHABIT INC | $7,000 | – | 500 | +100.0% | 0.00% | – | |
NAVI | NAVIENT CORPORATION | $12,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% | |
New | ANNALY CAPITAL MANAGEMENT IN | $6,000 | – | 333 | +100.0% | 0.00% | – | |
NTAP | NETAPP INC | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $12,000 | -14.3% | 313 | 0.0% | 0.00% | -50.0% | |
IBUY | New | AMPLIFY ETF TRonlin retl etf | $5,000 | – | 120 | +100.0% | 0.00% | – |
APH | Sell | AMPHENOL CORP NEWcl a | $9,000 | -59.1% | 138 | -58.9% | 0.00% | -66.7% |
EMN | Sell | EASTMAN CHEM CO | $5,000 | -50.0% | 70 | -34.0% | 0.00% | 0.0% |
AME | Sell | AMETEK INC | $6,000 | 0.0% | 55 | -3.5% | 0.00% | 0.0% |
SHOP | SHOPIFY INCcl a | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
New | HALEON PLCspon ads | $6,000 | – | 975 | +100.0% | 0.00% | – | |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $12,000 | +140.0% | 91 | +193.5% | 0.00% | 0.0% |
SHW | Sell | SHERWIN WILLIAMS CO | $6,000 | -68.4% | 29 | -65.5% | 0.00% | -50.0% |
NEWP | New | NEW PAC METALS CORP | $8,000 | – | 4,000 | +100.0% | 0.00% | – |
MSCI | MSCI INC | $10,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
GS | Sell | GOLDMAN SACHS GROUP INC | $7,000 | -46.2% | 25 | -40.5% | 0.00% | 0.0% |
REGN | REGENERON PHARMACEUTICALS | $6,000 | +20.0% | 9 | 0.0% | 0.00% | 0.0% | |
WRB | BERKLEY W R CORP | $6,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
IRM | Buy | IRON MTN INC DEL | $9,000 | -10.0% | 212 | +1.4% | 0.00% | 0.0% |
HUBS | Buy | HUBSPOT INC | $5,000 | -16.7% | 20 | +5.3% | 0.00% | 0.0% |
AFIN | New | THE NECESSITY RETAIL REIT IN | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $5,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS | $9,000 | -25.0% | 250 | 0.0% | 0.00% | 0.0% | |
BXMT | Buy | BLACKSTONE MTG TR INC | $10,000 | -16.7% | 441 | +2.1% | 0.00% | 0.0% |
IEX | Sell | IDEX CORP | $9,000 | -10.0% | 46 | -16.4% | 0.00% | 0.0% |
Buy | LUCID GROUP INC | $8,000 | +60.0% | 582 | +106.4% | 0.00% | 0.0% | |
EOG | EOG RES INC | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
LPX | New | LOUISIANA PAC CORP | $8,000 | – | 149 | +100.0% | 0.00% | – |
FICO | FAIR ISAAC CORP | $8,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
SCHN | SCHNITZER STEEL INDS INCcl a | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
NSC | Sell | NORFOLK SOUTHN CORP | $5,000 | -16.7% | 23 | -17.9% | 0.00% | 0.0% |
CP | CANADIAN PAC RY LTD | $12,000 | -7.7% | 182 | 0.0% | 0.00% | 0.0% | |
NOC | Sell | NORTHROP GRUMMAN CORP | $6,000 | -25.0% | 13 | -23.5% | 0.00% | 0.0% |
VTRS | Sell | VIATRIS INC | $11,000 | -38.9% | 1,309 | -22.4% | 0.00% | -50.0% |
SLB | Sell | SCHLUMBERGER LTD | $5,000 | -68.8% | 135 | -69.2% | 0.00% | -50.0% |
SAND | SANDSTORM GOLD LTD | $10,000 | -16.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
DUTCH BROS INCcl a | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | ||
NUE | NUCOR CORP | $6,000 | +20.0% | 51 | 0.0% | 0.00% | 0.0% | |
BRO | BROWN & BROWN INC | $8,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% | |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $8,000 | -20.0% | 240 | 0.0% | 0.00% | 0.0% | |
FVRR | Buy | FIVERR INTL LTD | $5,000 | 0.0% | 154 | +10.0% | 0.00% | 0.0% |
VNT | Sell | VONTIER CORPORATION | $8,000 | -42.9% | 473 | -24.8% | 0.00% | -50.0% |
ICL | ICL GROUP LTD | $7,000 | 0.0% | 805 | 0.0% | 0.00% | 0.0% | |
COWN | COWEN INCcl a new | $10,000 | +66.7% | 250 | 0.0% | 0.00% | 0.0% | |
PERION NETWORK LTD | $10,000 | +11.1% | 520 | 0.0% | 0.00% | 0.0% | ||
LBRDK | LIBERTY BROADBAND CORP | $7,000 | -36.4% | 93 | 0.0% | 0.00% | 0.0% | |
WAB | Buy | WABTEC | $12,000 | 0.0% | 144 | +2.1% | 0.00% | 0.0% |
ALGN | Sell | ALIGN TECHNOLOGY INC | $8,000 | -20.0% | 37 | -9.8% | 0.00% | 0.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $8,000 | -11.1% | 243 | +6.1% | 0.00% | 0.0% |
NTR | New | NUTRIEN LTD | $9,000 | – | 111 | +100.0% | 0.00% | – |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
DDOG | Buy | DATADOG INC | $7,000 | 0.0% | 79 | +8.2% | 0.00% | 0.0% |
DRE | Sell | DUKE REALTY CORP | $10,000 | -69.7% | 200 | -66.7% | 0.00% | -75.0% |
CDW | CDW CORP | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $7,000 | -22.2% | 80 | +5.3% | 0.00% | 0.0% |
GIB | CGI INCcl a sub vtg | $8,000 | -11.1% | 112 | 0.0% | 0.00% | 0.0% | |
OXY | Buy | OCCIDENTAL PETE CORP | $9,000 | +80.0% | 140 | +55.6% | 0.00% | 0.0% |
LMND | LEMONADE INC | $5,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% | |
CABO | Sell | CABLE ONE INC | $6,000 | -40.0% | 7 | -12.5% | 0.00% | 0.0% |
ORI | Sell | OLD REP INTL CORP | $8,000 | -11.1% | 397 | -0.3% | 0.00% | 0.0% |
ITB | ISHARES TRus home cons etf | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
SLM | SLM CORP | $12,000 | -14.3% | 850 | 0.0% | 0.00% | -50.0% | |
CPHC | CANTERBURY PK HLDG CORP | $7,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% | |
HAL | HALLIBURTON CO | $9,000 | -18.2% | 346 | 0.0% | 0.00% | 0.0% | |
ETSY | ETSY INC | $10,000 | +25.0% | 104 | 0.0% | 0.00% | 0.0% | |
LEG | Buy | LEGGETT & PLATT INC | $5,000 | -16.7% | 161 | +0.6% | 0.00% | 0.0% |
AGEN | AGENUS INC | $5,000 | 0.0% | 2,432 | 0.0% | 0.00% | 0.0% | |
OMCL | OMNICELL COM | $6,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% | |
ON | Sell | ON SEMICONDUCTOR CORP | $7,000 | -30.0% | 116 | -39.3% | 0.00% | 0.0% |
SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $5,000 | -79.2% | 16 | -78.7% | 0.00% | -66.7% |
SPGI | S&P GLOBAL INC | $11,000 | -8.3% | 35 | 0.0% | 0.00% | 0.0% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $12,000 | +20.0% | 15 | 0.0% | 0.00% | 0.0% | |
EL | Sell | LAUDER ESTEE COS INCcl a | $5,000 | -77.3% | 21 | -75.6% | 0.00% | -66.7% |
LVS | LAS VEGAS SANDS CORP | $9,000 | +12.5% | 242 | 0.0% | 0.00% | 0.0% | |
ING | ING GROEP N.V.sponsored adr | $6,000 | -14.3% | 664 | 0.0% | 0.00% | 0.0% | |
GMAB | GENMAB A/Ssponsored ads | $7,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
ICE | INTERCONTINENTAL EXCHANGE IN | $7,000 | -12.5% | 82 | 0.0% | 0.00% | 0.0% | |
ROKU | Sell | ROKU INC | $6,000 | -33.3% | 100 | -4.8% | 0.00% | 0.0% |
ZEN | ZENDESK INC | $12,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
ROK | Sell | ROCKWELL AUTOMATION INC | $11,000 | 0.0% | 49 | -7.5% | 0.00% | 0.0% |
ZBH | ZIMMER BIOMET HOLDINGS INC | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
CHK | New | CHESAPEAKE ENERGY CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
ASIX | ADVANSIX INC | $12,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% | |
DOCU | Sell | DOCUSIGN INC | $7,000 | 0.0% | 123 | -3.1% | 0.00% | 0.0% |
FRC | FIRST REP BK SAN FRANCISCO C | $5,000 | -16.7% | 39 | 0.0% | 0.00% | 0.0% | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $11,000 | -35.3% | 153 | -0.6% | 0.00% | -50.0% |
DTE | Sell | DTE ENERGY CO | $6,000 | -60.0% | 55 | -54.5% | 0.00% | -50.0% |
DOCN | DIGITALOCEAN HLDGS INC | $6,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
AON | AON PLC | $8,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
Buy | FEDERAL RLTY INVT TR NEWsh ben int new | $10,000 | +11.1% | 106 | +11.6% | 0.00% | 0.0% | |
PAAS | PAN AMERN SILVER CORP | $10,000 | -16.7% | 600 | 0.0% | 0.00% | 0.0% | |
GTX | GARRETT MOTION INC | $5,000 | -28.6% | 964 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $6,000 | +20.0% | 67 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLCsponsored adr | $6,000 | -14.3% | 114 | 0.0% | 0.00% | 0.0% | |
PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – | |
LNG | CHENIERE ENERGY INC | $7,000 | +40.0% | 40 | 0.0% | 0.00% | 0.0% | |
IVZ | INVESCO LTD | $6,000 | -14.3% | 460 | 0.0% | 0.00% | 0.0% | |
PEAR THERAPEUTICS INC | $9,000 | +28.6% | 4,500 | 0.0% | 0.00% | 0.0% | ||
RIGL | RIGEL PHARMACEUTICALS INC | $12,000 | +9.1% | 10,000 | 0.0% | 0.00% | 0.0% | |
ARKW | New | ARK ETF TRnext gnrtn inter | $5,000 | – | 101 | +100.0% | 0.00% | – |
HAIN | Sell | HAIN CELESTIAL GROUP INC | $10,000 | -33.3% | 611 | -2.9% | 0.00% | -50.0% |
PBA | PEMBINA PIPELINE CORP | $12,000 | -7.7% | 379 | 0.0% | 0.00% | 0.0% | |
DNP | DNP SELECT INCOME FD INC | $6,000 | -14.3% | 605 | 0.0% | 0.00% | 0.0% | |
New | HEALTHCARE RLTY TR | $12,000 | – | 594 | +100.0% | 0.00% | – | |
MERC | Sell | MERCER INTL INC | $10,000 | -97.5% | 832 | -97.3% | 0.00% | -97.8% |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $7,000 | +40.0% | 260 | +56.6% | 0.00% | 0.0% |
TDG | Sell | TRANSDIGM GROUP INC | $5,000 | -16.7% | 9 | -18.2% | 0.00% | 0.0% |
TNL | TRAVEL PLUS LEISURE CO | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
BPOP | POPULAR INC | $6,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
GNL | New | GLOBAL NET LEASE INC | $5,000 | – | 500 | +100.0% | 0.00% | – |
AVA | Sell | AVISTA CORP | $7,000 | -84.1% | 200 | -80.0% | 0.00% | -80.0% |
REXR | REXFORD INDL RLTY INC | $5,000 | -16.7% | 97 | 0.0% | 0.00% | 0.0% | |
TRGP | TARGA RES CORP | $11,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $5,000 | -16.7% | 47 | 0.0% | 0.00% | 0.0% | |
MRVL | Buy | MARVELL TECHNOLOGY INC | $8,000 | 0.0% | 196 | +11.4% | 0.00% | 0.0% |
FTNT | FORTINET INC | $7,000 | -12.5% | 145 | 0.0% | 0.00% | 0.0% | |
UGI | Sell | UGI CORP NEW | $9,000 | -18.2% | 271 | -6.9% | 0.00% | 0.0% |
TFII | TFI INTL INC | $6,000 | +20.0% | 64 | 0.0% | 0.00% | 0.0% | |
SNPS | Sell | SYNOPSYS INC | $8,000 | -33.3% | 27 | -34.1% | 0.00% | 0.0% |
ARKG | New | ARK ETF TRgenomic rev etf | $5,000 | – | 167 | +100.0% | 0.00% | – |
SPWR | SUNPOWER CORP | $5,000 | +66.7% | 200 | 0.0% | 0.00% | – | |
SYK | Sell | STRYKER CORPORATION | $5,000 | -90.7% | 23 | -91.5% | 0.00% | -83.3% |
PHG | KONINKLIJKE PHILIPS N V | $5,000 | -16.7% | 298 | 0.0% | 0.00% | 0.0% | |
IAA | IAA INC | $9,000 | -10.0% | 295 | 0.0% | 0.00% | 0.0% | |
TEAF | New | ECOFIN SUSTAINABLE AND SOCIA | $6,000 | – | 500 | +100.0% | 0.00% | – |
STON | STONEMOR INC | $7,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
CPRT | COPART INC | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
EBAY | Sell | EBAY INC. | $8,000 | -20.0% | 219 | -8.0% | 0.00% | 0.0% |
MPWR | Sell | MONOLITHIC PWR SYS INC | $6,000 | -68.4% | 16 | -68.0% | 0.00% | -50.0% |
SXI | STANDEX INTL CORP | $11,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
SQ | Sell | BLOCK INCcl a | $10,000 | -16.7% | 176 | -8.3% | 0.00% | 0.0% |
RCL | Buy | ROYAL CARIBBEAN GROUP | $10,000 | +42.9% | 255 | +21.4% | 0.00% | 0.0% |
SDOG | ALPS ETF TRsectr div dogs | $12,000 | -7.7% | 267 | 0.0% | 0.00% | 0.0% | |
SON | SONOCO PRODS CO | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
GLPI | GAMING & LEISURE PPTYS INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
GPS | New | GAP INC | $0 | – | 49 | +100.0% | 0.00% | – |
FHN | Sell | FIRST HORIZON CORPORATION | $2,000 | -33.3% | 85 | -34.6% | 0.00% | – |
GM | Sell | GENERAL MTRS CO | $4,000 | -33.3% | 122 | -36.5% | 0.00% | -100.0% |
GEL | New | GENESIS ENERGY L Punit ltd partn | $2,000 | – | 200 | +100.0% | 0.00% | – |
FAF | FIRST AMERN FINL CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
LAND | GLADSTONE LD CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
GSAT | GLOBALSTAR INC | $0 | – | 300 | 0.0% | 0.00% | – | |
GPN | Sell | GLOBAL PMTS INC | $4,000 | 0.0% | 34 | -15.0% | 0.00% | – |
LIT | GLOBAL X FDSlithium btry etf | $3,000 | -25.0% | 51 | 0.0% | 0.00% | – | |
GWW | GRAINGER W W INC | $4,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
GH | GUARDANT HEALTH INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
HF SINCLAIR CORP | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | ||
HCA | Sell | HCA HEALTHCARE INC | $3,000 | -50.0% | 16 | -52.9% | 0.00% | -100.0% |
HOG | HARLEY DAVIDSON INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
HP | HELMERICH & PAYNE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
HES | HESS CORP | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
HLT | HILTON WORLDWIDE HLDGS INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
FDS | FACTSET RESH SYS INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
HUM | Sell | HUMANA INC | $1,000 | -66.7% | 2 | -71.4% | 0.00% | – |
HBAN | HUNTINGTON BANCSHARES INC | $3,000 | 0.0% | 233 | 0.0% | 0.00% | – | |
HII | Sell | HUNTINGTON INGALLS INDS INC | $1,000 | -50.0% | 4 | -42.9% | 0.00% | – |
H | HYATT HOTELS CORP | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
IAC | Sell | IAC INC | $0 | -100.0% | 7 | -41.7% | 0.00% | – |
FMC | FMC CORP | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
EXPD | EXPEDITORS INTL WASH INC | $4,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
IBRX | IMMUNITYBIO INC | $1,000 | – | 115 | 0.0% | 0.00% | – | |
EXPE | EXPEDIA GROUP INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
EXC | Sell | EXELON CORP | $2,000 | -66.7% | 45 | -67.6% | 0.00% | -100.0% |
INGR | Sell | INGREDION INC | $2,000 | -50.0% | 23 | -54.0% | 0.00% | – |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | 7 | 0.0% | 0.00% | – | |
PODD | INSULET CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
IART | Sell | INTEGRA LIFESCIENCES HLDGS C | $2,000 | -50.0% | 48 | -35.1% | 0.00% | – |
EXAS | EXACT SCIENCES CORP | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
IBKR | INTERACTIVE BROKERS GROUP IN | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
EVRG | Sell | EVERGY INC | $1,000 | -50.0% | 16 | -48.4% | 0.00% | – |
EVRI | EVERI HLDGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
EEFT | Buy | EURONET WORLDWIDE INC | $3,000 | -25.0% | 42 | +13.5% | 0.00% | – |
ESS | ESSEX PPTY TR INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | 5 | +100.0% | 0.00% | – |
WTRG | ESSENTIAL UTILS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
EQH | EQUITABLE HLDGS INC | $2,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
EQIX | Sell | EQUINIX INC | $3,000 | -40.0% | 6 | -14.3% | 0.00% | -100.0% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
EFX | EQUIFAX INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $0 | – | 16 | 0.0% | 0.00% | – | |
EPAM | EPAM SYS INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
ETR | Sell | ENTERGY CORP NEW | $3,000 | -62.5% | 28 | -62.7% | 0.00% | -100.0% |
NVTA | INVITAE CORP | $1,000 | 0.0% | 450 | 0.0% | 0.00% | – | |
IQV | IQVIA HLDGS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
ENPH | ENPHASE ENERGY INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
FXI | ISHARES TRchina lg-cap etf | $3,000 | -25.0% | 109 | 0.0% | 0.00% | – | |
ESRT | Buy | EMPIRE ST RLTY TR INCcl a | $2,000 | 0.0% | 292 | +0.3% | 0.00% | – |
EMBECTA CORP | $0 | – | 3 | 0.0% | 0.00% | – | ||
EW | Sell | EDWARDS LIFESCIENCES CORP | $3,000 | -80.0% | 42 | -74.1% | 0.00% | -100.0% |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $4,000 | +33.3% | 37 | +12.1% | 0.00% | – |
ZEST | ECOARK HLDGS INC | $1,000 | -50.0% | 600 | 0.0% | 0.00% | – | |
ACWI | ISHARES TRmsci acwi etf | $0 | – | 3 | 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% | – | |
DRAFTKINGS INC NEW | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | ||
DEI | Buy | DOUGLAS EMMETT INC | $1,000 | 0.0% | 52 | +2.0% | 0.00% | – |
SLV | ISHARES SILVER TRishares | $2,000 | 0.0% | 109 | 0.0% | 0.00% | – | |
DASH | Sell | DOORDASH INCcl a | $0 | -100.0% | 6 | -40.0% | 0.00% | – |
DPZ | DOMINOS PIZZA INC | $1,000 | -50.0% | 4 | 0.0% | 0.00% | – | |
DISH | DISH NETWORK CORPORATIONcl a | $0 | – | 21 | 0.0% | 0.00% | – | |
IXUS | ISHARES TRcore msci total | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
DLR | Buy | DIGITAL RLTY TR INC | $2,000 | 0.0% | 15 | +25.0% | 0.00% | – |
DXCM | Sell | DEXCOM INC | $3,000 | -85.0% | 34 | -87.1% | 0.00% | -100.0% |
DEFINITIVE HEALTHCARE CORP | $0 | – | 21 | 0.0% | 0.00% | – | ||
DNMR | DANIMER SCIENTIFIC INC | $0 | – | 100 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $2,000 | -33.3% | 85 | 0.0% | 0.00% | – | |
DTM | Sell | DT MIDSTREAM INC | $1,000 | -50.0% | 17 | -66.0% | 0.00% | – |
SNPE | New | DBX ETF TRxtrackers s&p | $4,000 | – | 126 | +100.0% | 0.00% | – |
CW | CURTISS WRIGHT CORP | $4,000 | +33.3% | 26 | 0.0% | 0.00% | – | |
JLL | JONES LANG LASALLE INC | $2,000 | -33.3% | 16 | 0.0% | 0.00% | – | |
JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
KAR | KAR AUCTION SVCS INC | $2,000 | -33.3% | 221 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
CCK | Sell | CROWN HLDGS INC | $2,000 | -90.0% | 20 | -90.9% | 0.00% | -100.0% |
KMI | Sell | KINDER MORGAN INC DEL | $1,000 | -96.2% | 36 | -97.6% | 0.00% | -100.0% |
KHC | Buy | KRAFT HEINZ CO | $1,000 | – | 19 | +1800.0% | 0.00% | – |
DNUT | New | KRISPY KREME INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
Sell | KYNDRYL HLDGS INC | $4,000 | -42.9% | 477 | -36.0% | 0.00% | -100.0% | |
CACC | CREDIT ACCEP CORP MICH | $0 | – | 1 | 0.0% | 0.00% | – | |
LRCX | Sell | LAM RESEARCH CORP | $4,000 | -63.6% | 12 | -52.0% | 0.00% | -100.0% |
LEN | LENNAR CORPcl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
LBRDA | New | LIBERTY BROADBAND CORP | $0 | – | 6 | +100.0% | 0.00% | – |
FWONK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
LNC | Sell | LINCOLN NATL CORP IND | $1,000 | -50.0% | 31 | -27.9% | 0.00% | – |
BETZ | LISTED FD TRroundhill sports | $0 | – | 1 | 0.0% | 0.00% | – | |
LAC | Sell | LITHIUM AMERS CORP NEW | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
COUP | Sell | COUPA SOFTWARE INC | $1,000 | 0.0% | 10 | -56.5% | 0.00% | – |
COTY | COTY INC | $0 | – | 54 | 0.0% | 0.00% | – | |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $1,000 | -50.0% | 173 | +21.0% | 0.00% | – |
LYFT | Buy | LYFT INC | $0 | – | 17 | +21.4% | 0.00% | – |
CSGP | COSTAR GROUP INC | $4,000 | +33.3% | 52 | 0.0% | 0.00% | – | |
MGM | MGM RESORTS INTERNATIONAL | $4,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
MSA | MSA SAFETY INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
MAG | New | MAG SILVER CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
LOAN | New | MANHATTAN BRDG CAP INC | $4,000 | – | 750 | +100.0% | 0.00% | – |
MKTX | MARKETAXESS HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
Sell | CONSTELLATION ENERGY CORP | $1,000 | -66.7% | 14 | -68.9% | 0.00% | – | |
STZ | CONSTELLATION BRANDS INCcl a | $4,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
MTCH | Buy | MATCH GROUP INC NEW | $1,000 | -50.0% | 28 | +16.7% | 0.00% | – |
MKC | Sell | MCCORMICK & CO INC | $1,000 | -50.0% | 12 | -57.1% | 0.00% | – |
ED | CONSOLIDATED EDISON INC | $2,000 | -33.3% | 28 | 0.0% | 0.00% | – | |
ECON | COLUMBIA ETF TR IIemrg markets etf | $3,000 | 0.0% | 154 | 0.0% | 0.00% | – | |
MELI | MERCADOLIBRE INC | $3,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
COIN | Buy | COINBASE GLOBAL INC | $2,000 | +100.0% | 36 | +16.1% | 0.00% | – |
MTD | METTLER TOLEDO INTERNATIONAL | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 113 | 0.0% | 0.00% | – | ||
MVIS | MICROVISION INC DEL | $0 | – | 97 | 0.0% | 0.00% | – | |
CGNX | Buy | COGNEX CORP | $0 | – | 0 | +100.0% | 0.00% | – |
MRTX | New | MIRATI THERAPEUTICS INC | $0 | – | 2 | +100.0% | 0.00% | – |
MRNA | MODERNA INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
MC | MOELIS & COcl a | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
MHK | MOHAWK INDS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MDB | Sell | MONGODB INCcl a | $0 | -100.0% | 2 | -33.3% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
MORN | MORNINGSTAR INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
MSI | Sell | MOTOROLA SOLUTIONS INC | $4,000 | -20.0% | 16 | -30.4% | 0.00% | -100.0% |
NOV | NOV INC | $0 | – | 16 | 0.0% | 0.00% | – | |
NDAQ | Buy | NASDAQ INC | $3,000 | -40.0% | 54 | +68.8% | 0.00% | -100.0% |
NTRA | NATERA INC | $1,000 | – | 12 | 0.0% | 0.00% | – | |
CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | – | 21 | 0.0% | 0.00% | – | |
CLX | Buy | CLOROX CO DEL | $2,000 | – | 14 | +600.0% | 0.00% | – |
NPCE | NEUROPACE INC | $2,000 | 0.0% | 420 | 0.0% | 0.00% | – | |
NRZ | RITHM CAPITAL CORP | $0 | – | 47 | 0.0% | 0.00% | – | |
NYCB | NEW YORK CMNTY BANCORP INC | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
NYMT | Buy | NEW YORK MTG TR INC | $0 | – | 39 | +2.6% | 0.00% | – |
NYT | NEW YORK TIMES COcl a | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
NEM | Sell | NEWMONT CORP | $2,000 | -50.0% | 53 | -24.3% | 0.00% | – |
CLF | CLEVELAND-CLIFFS INC NEW | $3,000 | 0.0% | 215 | 0.0% | 0.00% | – | |
NOK | NOKIA CORPsponsored adr | $0 | – | 100 | 0.0% | 0.00% | – | |
WING | Exit | WINGSTOP INC | $0 | – | -32 | -100.0% | 0.00% | – |
NS | Sell | NUSTAR ENERGY LP | $3,000 | -72.7% | 218 | -73.3% | 0.00% | -100.0% |
CTXS | Buy | CITRIX SYS INC | $0 | – | 0 | +100.0% | 0.00% | – |
CINF | CINCINNATI FINL CORP | $1,000 | -50.0% | 15 | 0.0% | 0.00% | – | |
CVIIU | CHURCHILL CAPITAL CORP VIIunit 99/99/9999 | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
OKTA | Sell | OKTA INCcl a | $1,000 | -66.7% | 9 | -71.9% | 0.00% | – |
CCVIU | CHURCHILL CAPITAL CORP VIunit 99/99/9999 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
OKE | ONEOK INC NEW | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
OGN | Buy | ORGANON & CO | $3,000 | -25.0% | 135 | +17.4% | 0.00% | – |
OSK | Buy | OSHKOSH CORP | $4,000 | 0.0% | 53 | +1.9% | 0.00% | – |
TREX | Exit | TREX CO INC | $0 | – | -9 | -100.0% | 0.00% | – |
OC | OWENS CORNING NEW | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
PCG | Sell | PG&E CORP | $1,000 | -83.3% | 52 | -90.6% | 0.00% | -100.0% |
PCAR | Buy | PACCAR INC | $2,000 | 0.0% | 22 | +4.8% | 0.00% | – |
PKG | Sell | PACKAGING CORP AMER | $2,000 | -71.4% | 14 | -70.8% | 0.00% | -100.0% |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 49 | 0.0% | 0.00% | – | |
PANW | Buy | PALO ALTO NETWORKS INC | $3,000 | 0.0% | 20 | +233.3% | 0.00% | – |
PH | PARKER-HANNIFIN CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
PEB | New | PEBBLEBROOK HOTEL TR | $4,000 | – | 276 | +100.0% | 0.00% | – |
PTON | Buy | PELOTON INTERACTIVE INC | $0 | – | 69 | +146.4% | 0.00% | – |
PAG | PENSKE AUTOMOTIVE GRP INC | $4,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
PEN | PENUMBRA INC | $1,000 | – | 3 | 0.0% | 0.00% | – | |
CHE | Sell | CHEMED CORP NEW | $3,000 | -40.0% | 6 | -45.5% | 0.00% | -100.0% |
CRL | Sell | CHARLES RIV LABS INTL INC | $1,000 | -66.7% | 6 | -60.0% | 0.00% | – |
PKI | PERKINELMER INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
CDAY | CERIDIAN HCM HLDG INC | $0 | – | 5 | 0.0% | 0.00% | – | |
CNC | CENTENE CORP DEL | $4,000 | -20.0% | 55 | 0.0% | 0.00% | -100.0% | |
CTLT | CATALENT INC | $1,000 | -50.0% | 17 | 0.0% | 0.00% | – | |
SAVA | CASSAVA SCIENCES INC | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
PNW | PINNACLE WEST CAP CORP | $3,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
PINS | New | PINTEREST INCcl a | $0 | – | 7 | +100.0% | 0.00% | – |
PXD | Sell | PIONEER NAT RES CO | $1,000 | 0.0% | 4 | -20.0% | 0.00% | – |
PLUG | Buy | PLUG POWER INC | $0 | – | 17 | +70.0% | 0.00% | – |
CVNA | New | CARVANA COcl a | $0 | – | 5 | +100.0% | 0.00% | – |
CRI | Sell | CARTERS INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
PCOR | PROCORE TECHNOLOGIES INC | $0 | – | 9 | 0.0% | 0.00% | – | |
PGR | PROGRESSIVE CORP | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORP | $1,000 | -50.0% | 204 | 0.0% | 0.00% | – | |
PSA | New | PUBLIC STORAGE | $0 | – | 1 | +100.0% | 0.00% | – |
PHM | Sell | PULTE GROUP INC | $2,000 | -71.4% | 51 | -72.1% | 0.00% | -100.0% |
PSTG | PURE STORAGE INCcl a | $0 | – | 7 | 0.0% | 0.00% | – | |
KMX | CARMAX INC | $4,000 | -20.0% | 56 | 0.0% | 0.00% | -100.0% | |
RL | RALPH LAUREN CORPcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
RJF | RAYMOND JAMES FINL INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
REG | REGENCY CTRS CORP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
RMD | Sell | RESMED INC | $1,000 | -75.0% | 6 | -64.7% | 0.00% | – |
RVNC | New | REVANCE THERAPEUTICS INC | $1,000 | – | 38 | +100.0% | 0.00% | – |
RNG | Sell | RINGCENTRAL INCcl a | $0 | -100.0% | 4 | -66.7% | 0.00% | – |
RAD | RITE AID CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
RIVIAN AUTOMOTIVE INC | $0 | – | 15 | 0.0% | 0.00% | – | ||
RHI | ROBERT HALF INTL INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
ROBINHOOD MKTS INC | $0 | – | 20 | 0.0% | 0.00% | – | ||
RBLX | New | ROBLOX CORPcl a | $1,000 | – | 21 | +100.0% | 0.00% | – |
ROL | ROLLINS INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ROP | Sell | ROPER TECHNOLOGIES INC | $3,000 | -81.2% | 9 | -78.0% | 0.00% | -100.0% |
CBT | CABOT CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
SL GREEN RLTY CORP | $0 | -100.0% | 11 | 0.0% | 0.00% | – | ||
CNA | CNA FINL CORP | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
CMS | Sell | CMS ENERGY CORP | $3,000 | -40.0% | 48 | -30.4% | 0.00% | -100.0% |
SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $0 | -100.0% | 3 | -99.4% | 0.00% | -100.0% |
XSD | SPDR SER TRs&p semicndctr | $0 | – | 3 | 0.0% | 0.00% | – | |
CBOE | CBOE GLOBAL MKTS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
AI | C3 AI INCcl a | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
BURL | Sell | BURLINGTON STORES INC | $2,000 | -60.0% | 17 | -55.3% | 0.00% | -100.0% |
BRKR | Sell | BRUKER CORP | $3,000 | -57.1% | 65 | -42.5% | 0.00% | -100.0% |
BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | 12 | 0.0% | 0.00% | – | |
SIVB | SVB FINANCIAL GROUP | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
HIW | Exit | HIGHWOODS PPTYS INC | $0 | – | -9 | -100.0% | 0.00% | – |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $4,000 | -20.0% | 106 | 0.0% | 0.00% | -100.0% | |
BDN | Buy | BRANDYWINE RLTY TRsh ben int new | $1,000 | 0.0% | 158 | +1.9% | 0.00% | – |
BWA | BORGWARNER INC | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
BX | Buy | BLACKSTONE INC | $2,000 | 0.0% | 21 | +16.7% | 0.00% | – |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
New | BLACKROCK CORPOR HI YLD FD Iright 10/13/2022 | $0 | – | 38,856 | +100.0% | 0.00% | – | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $4,000 | -20.0% | 240 | 0.0% | 0.00% | -100.0% | |
SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $1,000 | -50.0% | 21 | -12.5% | 0.00% | – |
BIIB | Sell | BIOGEN INC | $3,000 | -76.9% | 12 | -80.6% | 0.00% | -100.0% |
BILL | BILL COM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
SCI | SERVICE CORP INTL | $4,000 | -20.0% | 72 | 0.0% | 0.00% | -100.0% | |
SVC | New | SERVICE PPTYS TR | $2,000 | – | 300 | +100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
SKX | SKECHERS U S A INCcl a | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO | $0 | – | 2 | 0.0% | 0.00% | – | |
BHC | New | BAUSCH HEALTH COS INC | $0 | – | 50 | +100.0% | 0.00% | – |
SOFI | New | SOFI TECHNOLOGIES INC | $0 | – | 67 | +100.0% | 0.00% | – |
FYBR | New | FRONTIER COMMUNICATIONS PARE | $2,000 | – | 68 | +100.0% | 0.00% | – |
GOLD | BARRICK GOLD CORP | $2,000 | -33.3% | 152 | 0.0% | 0.00% | – | |
SCCO | Buy | SOUTHERN COPPER CORP | $1,000 | 0.0% | 20 | +25.0% | 0.00% | – |
BK | BANK NEW YORK MELLON CORP | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
BOH | BANK HAWAII CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
BKR | BAKER HUGHES COMPANYcl a | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
TDOC | Sell | TELADOC HEALTH INC | $1,000 | -50.0% | 33 | -31.2% | 0.00% | – |
TFX | Sell | TELEFLEX INCORPORATED | $1,000 | -50.0% | 5 | -44.4% | 0.00% | – |
TER | Sell | TERADYNE INC | $4,000 | -69.2% | 58 | -60.5% | 0.00% | -100.0% |
BWXT | Sell | BWX TECHNOLOGIES INC | $3,000 | -70.0% | 52 | -72.0% | 0.00% | -100.0% |
TXT | TEXTRON INC | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
ODP | THE ODP CORP | $2,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
AVY | Sell | AVERY DENNISON CORP | $3,000 | -94.3% | 18 | -94.5% | 0.00% | -100.0% |
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% | – | |
ACB | Buy | AURORA CANNABIS INC | $3,000 | +50.0% | 2,508 | +87.0% | 0.00% | – |
ATO | ATMOS ENERGY CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
MINN | TRUST FOR PROFESSIONAL MANAGmairs & pwr minn | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
TWLO | Buy | TWILIO INCcl a | $1,000 | 0.0% | 20 | +233.3% | 0.00% | – |
TWTR | Buy | TWITTER INC | $4,000 | +33.3% | 89 | +14.1% | 0.00% | – |
WRK | Exit | WESTROCK CO | $0 | – | -21 | -100.0% | 0.00% | – |
UDR | UDR INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
AIZ | Sell | ASSURANT INC | $2,000 | -75.0% | 12 | -74.5% | 0.00% | -100.0% |
UBER | Buy | UBER TECHNOLOGIES INC | $3,000 | +50.0% | 106 | +35.9% | 0.00% | – |
PATH | New | UIPATH INCcl a | $0 | – | 27 | +100.0% | 0.00% | – |
ASB | ASSOCIATED BANC CORP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | – | 5 | 0.0% | 0.00% | – | |
UMPQ | Buy | UMPQUA HLDGS CORP | $4,000 | 0.0% | 256 | +0.8% | 0.00% | – |
UAA | UNDER ARMOUR INCcl a | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ARW | ARROW ELECTRS INC | $2,000 | -33.3% | 26 | 0.0% | 0.00% | – | |
AWI | ARMSTRONG WORLD INDS INC NEW | $4,000 | +33.3% | 46 | 0.0% | 0.00% | – | |
UNFI | UNITED NAT FOODS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
ARMK | ARAMARK | $0 | – | 14 | 0.0% | 0.00% | – | |
U | UNITY SOFTWARE INC | $4,000 | 0.0% | 117 | 0.0% | 0.00% | – | |
UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $2,000 | -33.3% | 20 | -25.9% | 0.00% | – |
UNM | UNUM GROUP | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
UEC | URANIUM ENERGY CORP | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | – | |
MTN | Sell | VAIL RESORTS INC | $1,000 | -50.0% | 6 | -45.5% | 0.00% | – |
GDX | VANECK ETF TRUSTgold miners etf | $0 | – | 13 | 0.0% | 0.00% | – | |
RSX | VANECK ETF TRUSTvaneck russia et | $0 | – | 10 | 0.0% | 0.00% | – | |
ATR | Sell | APTARGROUP INC | $1,000 | -50.0% | 7 | -58.8% | 0.00% | – |
VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
AIRC | APARTMENT INCOME REIT CORP | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
ANSS | Sell | ANSYS INC | $4,000 | -33.3% | 19 | -29.6% | 0.00% | -100.0% |
VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
ERIE | Exit | ERIE INDTY COcl a | $0 | – | -7 | -100.0% | 0.00% | – |
COLD | New | AMERICOLD REALTY TRUST INC | $0 | – | 18 | +100.0% | 0.00% | – |
VEEV | VEEVA SYS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
VTR | VENTAS INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -53 | -100.0% | 0.00% | – |
AMH | Sell | AMERICAN HOMES 4 RENTcl a | $2,000 | 0.0% | 60 | -1.6% | 0.00% | – |
VXF | VANGUARD INDEX FDSextend mkt etf | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
AAL | Sell | AMERICAN AIRLS GROUP INC | $3,000 | -25.0% | 277 | -21.3% | 0.00% | – |
UHAL | AMERCO | $2,000 | +100.0% | 3 | 0.0% | 0.00% | – | |
AMRN | AMARIN CORP PLCspons adr new | $0 | -100.0% | 355 | 0.0% | 0.00% | – | |
VRSN | VERISIGN INC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
ATUS | New | ALTICE USA INCcl a | $0 | – | 54 | +100.0% | 0.00% | – |
VRSK | Buy | VERISK ANALYTICS INC | $2,000 | +100.0% | 9 | +12.5% | 0.00% | – |
ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
VIACA | Buy | PARAMOUNT GLOBAL | $0 | – | 15 | +100.0% | 0.00% | – |
VIAC | Sell | PARAMOUNT GLOBAL | $2,000 | -33.3% | 122 | -12.2% | 0.00% | – |
VFF | VILLAGE FARMS INTL INC | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
VMEO | VIMEO INC | $0 | – | 10 | 0.0% | 0.00% | – | |
ALSN | ALLISON TRANSMISSION HLDGS I | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
VST | VISTRA CORP | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
VOLTA INC | $0 | – | 100 | 0.0% | 0.00% | – | ||
VNO | Buy | VORNADO RLTY TRsh ben int | $1,000 | 0.0% | 29 | +3.6% | 0.00% | – |
VOYA | Sell | VOYA FINANCIAL INC | $2,000 | 0.0% | 34 | -2.9% | 0.00% | – |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $1,000 | 0.0% | 9 | +50.0% | 0.00% | – |
AA | ALCOA CORP | $3,000 | -25.0% | 77 | 0.0% | 0.00% | – | |
WAT | WATERS CORP | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
W | New | WAYFAIR INCcl a | $0 | – | 8 | +100.0% | 0.00% | – |
ALK | Sell | ALASKA AIR GROUP INC | $1,000 | -50.0% | 13 | -76.4% | 0.00% | – |
WELL | Buy | WELLTOWER INC | $3,000 | 0.0% | 51 | +30.8% | 0.00% | – |
WU | Buy | WESTERN UN CO | $3,000 | 0.0% | 205 | +31.4% | 0.00% | – |
WPM | WHEATON PRECIOUS METALS CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
AKAM | New | AKAMAI TECHNOLOGIES INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
WMB | WILLIAMS COS INC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
DGRW | WISDOMTREE TRus qtly div grt | $0 | – | 6 | 0.0% | 0.00% | – | |
WDAY | WORKDAY INCcl a | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
WH | WYNDHAM HOTELS & RESORTS INC | $4,000 | 0.0% | 58 | 0.0% | 0.00% | – | |
WYNN | New | WYNN RESORTS LTD | $2,000 | – | 26 | +100.0% | 0.00% | – |
AEM | New | AGNICO EAGLE MINES LTD | $1,000 | – | 25 | +100.0% | 0.00% | – |
A | AGILENT TECHNOLOGIES INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
XPEV | XPENG INCads | $2,000 | -66.7% | 200 | 0.0% | 0.00% | -100.0% | |
YETI | YETI HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
AFRM | New | AFFIRM HLDGS INC | $0 | – | 23 | +100.0% | 0.00% | – |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,000 | -50.0% | 7 | -50.0% | 0.00% | – |
Z | ZILLOW GROUP INCcl c cap stk | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
ZION | ZIONS BANCORPORATION N A | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
ZI | New | ZOOMINFO TECHNOLOGIES INC | $0 | – | 4 | +100.0% | 0.00% | – |
ZS | ZSCALER INC | $0 | – | 2 | 0.0% | 0.00% | – | |
ACM | New | AECOM | $4,000 | – | 64 | +100.0% | 0.00% | – |
DOX | AMDOCS LTD | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
BABYLON HLDGS LTD | $1,000 | 0.0% | 1,500 | 0.0% | 0.00% | – | ||
RE | Sell | EVEREST RE GROUP LTD | $2,000 | -50.0% | 7 | -46.2% | 0.00% | – |
FRO | FRONTLINE LTD | $0 | – | 20 | 0.0% | 0.00% | – | |
HLF | Sell | HERBALIFE NUTRITION LTD | $1,000 | 0.0% | 52 | -28.8% | 0.00% | – |
JCI | JOHNSON CTLS INTL PLC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $3,000 | 0.0% | 555 | 0.0% | 0.00% | – | |
APTV | APTIV PLC | $2,000 | 0.0% | 20 | 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% | – | |
STE | Sell | STERIS PLC | $3,000 | -62.5% | 19 | -51.3% | 0.00% | -100.0% |
STNE | New | STONECO LTD | $1,000 | – | 150 | +100.0% | 0.00% | – |
ALC | Sell | ALCON AG | $3,000 | -50.0% | 50 | -43.2% | 0.00% | -100.0% |
GRMN | GARMIN LTD | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
ARDAGH METAL PACKAGING S A | $0 | – | 64 | 0.0% | 0.00% | – | ||
SPOT | Buy | SPOTIFY TECHNOLOGY S A | $1,000 | 0.0% | 10 | +25.0% | 0.00% | – |
AGNC | AGNC INVT CORP | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
SSYS | STRATASYS LTD | $0 | -100.0% | 30 | 0.0% | 0.00% | – | |
WIX | New | WIX COM LTD | $0 | – | 3 | +100.0% | 0.00% | – |
LYB | LYONDELLBASELL INDUSTRIES N | $3,000 | -25.0% | 42 | 0.0% | 0.00% | – | |
QGEN | Sell | QIAGEN NV | $1,000 | -66.7% | 30 | -58.3% | 0.00% | – |
HR | Exit | HEALTHCARE RLTY TR | $0 | – | -63 | -100.0% | 0.00% | – |
PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -133 | -100.0% | 0.00% | – |
HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -18 | -100.0% | 0.00% | – |
TMDX | Exit | TRANSMEDICS GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -44 | -100.0% | 0.00% | – |
DCT | Exit | DUCK CREEK TECHNOLOGIES INC | $0 | – | -44 | -100.0% | 0.00% | – |
STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -123 | -100.0% | 0.00% | – |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -66 | -100.0% | 0.00% | – |
GLW | Exit | CORNING INC | $0 | – | -79 | -100.0% | 0.00% | – |
CDK | Exit | CDK GLOBAL INC | $0 | – | -35 | -100.0% | 0.00% | – |
Exit | ORION OFFICE REIT INC | $0 | – | -27 | -100.0% | 0.00% | – | |
WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -18 | -100.0% | 0.00% | – |
TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -1 | -100.0% | 0.00% | – |
FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -130 | -100.0% | 0.00% | – |
HXL | Exit | HEXCEL CORP NEW | $0 | – | -16 | -100.0% | 0.00% | – |
PACW | Exit | PACWEST BANCORP DEL | $0 | – | -18 | -100.0% | 0.00% | – |
FND | FLOOR & DECOR HLDGS INCcl a | $0 | – | 7 | 0.0% | 0.00% | – | |
FLO | FLOWERS FOODS INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
FLUENCE ENERGY INC | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | ||
FL | FOOT LOCKER INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
FLT | Sell | FLEETCOR TECHNOLOGIES INC | $1,000 | -85.7% | 5 | -84.8% | 0.00% | -100.0% |
FBHS | FORTUNE BRANDS HOME & SEC IN | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
BEN | FRANKLIN RESOURCES INC | $2,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -4 | -100.0% | 0.00% | – |
CLVT | Exit | CLARIVATE PLC | $0 | – | -116 | -100.0% | 0.00% | – |
WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -19 | -100.0% | 0.00% | – |
FFIV | Exit | F5 INC | $0 | – | -6 | -100.0% | 0.00% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -28 | -100.0% | 0.00% | – |
CNNE | Exit | CANNAE HLDGS INC | $0 | – | -118 | -100.0% | 0.00% | – |
ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -44 | -100.0% | 0.00% | – |
THG | Exit | HANOVER INS GROUP INC | $0 | – | -9 | -100.0% | 0.00% | – |
FIVE | Exit | FIVE BELOW INC | $0 | – | -21 | -100.0% | 0.00% | – |
TRU | Exit | TRANSUNION | $0 | – | -2 | -100.0% | 0.00% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -310 | -100.0% | 0.00% | – |
FE | Exit | FIRSTENERGY CORP | $0 | – | -73 | -100.0% | 0.00% | – |
BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -51 | -100.0% | 0.00% | – |
AMED | Exit | AMEDISYS INC | $0 | – | -15 | -100.0% | 0.00% | – |
TXG | Exit | 10X GENOMICS INC | $0 | – | -10 | -100.0% | 0.00% | – |
PTC | Exit | PTC INC | $0 | – | -14 | -100.0% | 0.00% | – |
HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -41 | -100.0% | 0.00% | – |
MANH | Exit | MANHATTAN ASSOCIATES INC | $0 | – | -11 | -100.0% | 0.00% | – |
Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -54 | -100.0% | 0.00% | – | |
J | Exit | JACOBS ENGR GROUP INC | $0 | – | -17 | -100.0% | 0.00% | – |
AGCO | Exit | AGCO CORP | $0 | – | -36 | -100.0% | 0.00% | – |
BGNE | Exit | BEIGENE LTDsponsored adr | $0 | – | -13 | -100.0% | 0.00% | – |
EGP | Exit | EASTGROUP PPTYS INC | $0 | – | -19 | -100.0% | 0.00% | – |
KTB | Exit | KONTOOR BRANDS INC | $0 | – | -1 | -100.0% | 0.00% | – |
VIRT | Exit | VIRTU FINL INCcl a | $0 | – | -4 | -100.0% | 0.00% | – |
NEOG | Exit | NEOGEN CORP | $0 | – | -20 | -100.0% | 0.00% | – |
RGLD | Exit | ROYAL GOLD INC | $0 | – | -7 | -100.0% | 0.00% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -285 | -100.0% | -0.00% | – |
ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -1,667 | -100.0% | -0.00% | – |
DOC | Exit | PHYSICIANS RLTY TR | $0 | – | -722 | -100.0% | -0.00% | – |
OXYWS | Exit | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | -168 | -100.0% | -0.00% | – |
NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -63 | -100.0% | -0.00% | – |
IEHS | Exit | ISHARES U S ETF TRhealthcare | $0 | – | -300 | -100.0% | -0.00% | – |
COMM | Exit | COMMSCOPE HLDG CO INC | $0 | – | -1,809 | -100.0% | -0.00% | – |
RELX | Exit | RELX PLCsponsored adr | $0 | – | -251 | -100.0% | -0.00% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -33 | -100.0% | -0.00% | – |
OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -50 | -100.0% | -0.00% | – |
PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -525 | -100.0% | -0.00% | – |
DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -19 | -100.0% | -0.00% | – |
EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -142 | -100.0% | -0.00% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -63 | -100.0% | -0.00% | – |
G | Exit | GENPACT LIMITED | $0 | – | -183 | -100.0% | -0.00% | – |
ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -6,658 | -100.0% | -0.00% | – |
HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -594 | -100.0% | -0.00% | – |
RADI | Exit | RADIUS GLOBAL INFRASTRCTRE I | $0 | – | -1,000 | -100.0% | -0.00% | – |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -285 | -100.0% | -0.00% | – |
XHR | Exit | XENIA HOTELS & RESORTS INC | $0 | – | -1,981 | -100.0% | -0.00% | – |
IIVI | Exit | II-VI INC | $0 | – | -720 | -100.0% | -0.00% | – |
Exit | INVENTRUST PPTYS CORP | $0 | – | -1,584 | -100.0% | -0.01% | – | |
GSK | Exit | GSK PLCsponsored adr | $0 | – | -1,551 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
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.