$971 Million is the total value of BerganKDV Wealth Management, LLC's 1059 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $89,300,092 | +9.8% | 1,770,773 | +7.2% | 9.20% | +4.4% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $55,527,306 | +4.0% | 1,595,612 | -3.7% | 5.72% | -1.1% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $35,928,303 | +6.9% | 471,314 | +5.4% | 3.70% | +1.6% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $34,043,279 | +1.4% | 221,046 | +0.0% | 3.51% | -3.6% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $32,180,866 | +5.4% | 767,490 | +1.9% | 3.32% | +0.2% |
IEFA | Buy | ISHARES TRcore msci eafe | $31,722,389 | +12.7% | 474,531 | +3.9% | 3.27% | +7.2% |
IEMG | Buy | ISHARES INCcore msci emkt | $26,594,837 | +23789.2% | 545,088 | +22764.4% | 2.74% | +22733.3% |
AAPL | Buy | APPLE INC | $23,921,615 | +27.2% | 145,067 | +0.2% | 2.46% | +21.0% |
CMBS | Buy | ISHARES TRcmbs etf | $22,975,542 | +6.4% | 497,439 | +5.8% | 2.37% | +1.2% |
VOO | Buy | VANGUARD INDEX FDS | $22,660,015 | +11.7% | 60,255 | +4.3% | 2.34% | +6.2% |
AGG | Sell | ISHARES TRcore us aggbd et | $21,055,259 | +2.0% | 211,313 | -0.7% | 2.17% | -3.0% |
STIP | New | ISHARES TR0-5 yr tips etf | $20,055,971 | – | 202,116 | +100.0% | 2.07% | – |
MBB | Buy | ISHARES TRmbs etf | $18,990,025 | +4.4% | 200,465 | +2.2% | 1.96% | -0.7% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $17,056,836 | +4.0% | 251,390 | +0.5% | 1.76% | -1.2% |
IJR | Buy | ISHARES TRcore s&p scp etf | $15,585,239 | +11.8% | 161,171 | +9.4% | 1.61% | +6.3% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $13,611,117 | +1.7% | 178,670 | -0.9% | 1.40% | -3.4% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $13,363,851 | +10.6% | 63,360 | +6.9% | 1.38% | +5.2% |
MSFT | Buy | MICROSOFT CORP | $11,862,650 | +24.9% | 41,147 | +3.9% | 1.22% | +18.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $11,854,826 | -13.6% | 25,085 | -3.1% | 1.22% | -17.9% |
SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $11,133,265 | +11.7% | 326,202 | +7.9% | 1.15% | +6.2% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $10,885,997 | +0.8% | 78,821 | +2.4% | 1.12% | -4.2% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $10,519,216 | +22.2% | 27,289 | +1.3% | 1.08% | +16.2% |
DEF | Buy | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $10,397,898 | +2.2% | 154,514 | +1.0% | 1.07% | -2.8% |
MDT | Buy | MEDTRONIC PLC | $8,128,285 | +77.4% | 100,822 | +71.1% | 0.84% | +68.4% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $8,120,891 | +9.0% | 171,616 | +1.4% | 0.84% | +3.6% |
CMI | Buy | CUMMINS INC | $7,509,982 | +1.4% | 31,438 | +2.9% | 0.77% | -3.5% |
JNJ | Buy | JOHNSON & JOHNSON | $7,105,924 | -10.4% | 45,845 | +2.1% | 0.73% | -14.9% |
KO | Buy | COCA COLA CO | $7,076,007 | +0.6% | 114,074 | +3.2% | 0.73% | -4.3% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $7,053,696 | +0.1% | 149,585 | -1.4% | 0.73% | -4.8% |
HON | Buy | HONEYWELL INTL INC | $7,011,703 | -7.7% | 36,687 | +3.5% | 0.72% | -12.3% |
RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $6,879,287 | -0.6% | 23,585 | -1.7% | 0.71% | -5.5% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $6,732,646 | +13.5% | 87,733 | +9.9% | 0.69% | +7.9% |
PG | Buy | PROCTER AND GAMBLE CO | $6,598,369 | +0.8% | 44,377 | +2.7% | 0.68% | -4.2% |
TXN | Buy | TEXAS INSTRS INC | $6,561,776 | +21.6% | 35,276 | +8.0% | 0.68% | +15.6% |
SBUX | Buy | STARBUCKS CORP | $6,061,639 | +9.6% | 58,212 | +4.4% | 0.62% | +4.3% |
LOW | Buy | LOWES COS INC | $5,982,208 | +6.3% | 29,916 | +6.0% | 0.62% | +1.0% |
GOVT | Sell | ISHARES TRus treas bd etf | $5,955,196 | -20.2% | 254,713 | -22.4% | 0.61% | -24.0% |
AOS | Buy | SMITH A O CORP | $5,887,619 | +30.4% | 85,143 | +7.9% | 0.61% | +23.9% |
CB | Buy | CHUBB LIMITED | $5,704,526 | -8.1% | 29,378 | +4.4% | 0.59% | -12.6% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $5,522,320 | -0.8% | 24,805 | +6.4% | 0.57% | -5.6% |
V | Buy | VISA INC | $5,469,021 | +17.1% | 24,257 | +7.9% | 0.56% | +11.3% |
DOV | Buy | DOVER CORP | $5,362,296 | +19.6% | 35,292 | +6.6% | 0.55% | +13.8% |
WFC | Sell | WELLS FARGO CO NEW | $5,368,918 | -9.5% | 143,631 | -0.0% | 0.55% | -14.0% |
BOND | Buy | PIMCO ETF TRactive bd etf | $5,313,389 | +11.1% | 57,284 | +8.4% | 0.55% | +5.6% |
JPM | Buy | JPMORGAN CHASE & CO | $5,298,984 | +2.9% | 40,664 | +5.9% | 0.55% | -2.2% |
TGT | Sell | TARGET CORP | $4,842,332 | +9.3% | 29,236 | -1.7% | 0.50% | +4.0% |
TT | Buy | TRANE TECHNOLOGIES PLC | $4,784,952 | +9.6% | 26,008 | +0.1% | 0.49% | +4.2% |
LMT | Buy | LOCKHEED MARTIN CORP | $4,754,723 | +1.7% | 10,058 | +4.7% | 0.49% | -3.4% |
TRV | Buy | TRAVELERS COMPANIES INC | $4,564,056 | -4.2% | 26,627 | +4.8% | 0.47% | -8.9% |
PPG | Buy | PPG INDS INC | $4,501,140 | +12.4% | 33,696 | +5.8% | 0.46% | +6.9% |
DFS | Buy | DISCOVER FINL SVCS | $4,474,335 | +7.7% | 45,268 | +6.6% | 0.46% | +2.4% |
AMZN | Buy | AMAZON COM INC | $4,388,896 | +26.5% | 42,491 | +2.9% | 0.45% | +20.2% |
BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $4,345,528 | +76.2% | 56,701 | +66.6% | 0.45% | +67.8% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $4,258,688 | +17.0% | 65,347 | -0.2% | 0.44% | +11.4% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $4,240,782 | +10.9% | 109,046 | +12.3% | 0.44% | +5.3% |
NUBD | Buy | NUSHARES ETF TRnuveen esg us | $4,151,152 | +18.1% | 185,738 | +15.1% | 0.43% | +12.3% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $4,140,103 | +1.2% | 45,501 | +5.6% | 0.43% | -3.6% |
WMT | Buy | WALMART INC | $3,979,339 | +11.5% | 26,988 | +7.3% | 0.41% | +5.9% |
GAB | GABELLI EQUITY TR INC | $3,573,231 | +4.7% | 622,514 | 0.0% | 0.37% | -0.5% | |
AVGO | Buy | BROADCOM INC | $3,547,519 | +16.7% | 5,530 | +1.7% | 0.37% | +10.9% |
GIS | Buy | GENERAL MLS INC | $3,397,850 | +2.5% | 39,760 | +0.6% | 0.35% | -2.5% |
MRK | Sell | MERCK & CO INC | $3,224,110 | -6.5% | 30,305 | -2.5% | 0.33% | -11.2% |
IVV | Sell | ISHARES TRcore s&p500 etf | $3,157,172 | +6.4% | 7,680 | -0.6% | 0.32% | +0.9% |
ABT | Buy | ABBOTT LABS | $3,117,621 | -7.4% | 30,788 | +0.5% | 0.32% | -12.1% |
CSCO | Buy | CISCO SYS INC | $3,119,366 | +11.7% | 59,672 | +1.8% | 0.32% | +5.9% |
INTC | Buy | INTEL CORP | $2,863,830 | +39.8% | 87,659 | +13.1% | 0.30% | +32.9% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,851,491 | -0.9% | 9,235 | -0.8% | 0.29% | -5.8% |
PEP | Buy | PEPSICO INC | $2,799,629 | +38.1% | 15,357 | +36.8% | 0.29% | +30.9% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,734,414 | +19.8% | 26,292 | +2.2% | 0.28% | +14.2% |
PFE | Buy | PFIZER INC | $2,707,898 | -19.7% | 66,370 | +0.8% | 0.28% | -23.8% |
XOM | Buy | EXXON MOBIL CORP | $2,625,998 | +1.9% | 23,947 | +2.5% | 0.27% | -2.9% |
IGSB | Buy | ISHARES TR | $2,560,458 | +12195.1% | 50,662 | +12020.1% | 0.26% | +13100.0% |
CMCSA | Buy | COMCAST CORP NEWcl a | $2,437,167 | +10.6% | 64,288 | +2.0% | 0.25% | +5.0% |
IPG | Buy | INTERPUBLIC GROUP COS INC | $2,417,733 | +13.5% | 64,923 | +1.5% | 0.25% | +7.8% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,370,475 | +4.3% | 49,007 | -2.6% | 0.24% | -0.8% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,258,157 | +12.5% | 11,641 | +0.8% | 0.23% | +6.9% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $2,223,706 | -51.8% | 29,921 | -45.5% | 0.23% | -54.2% |
USIG | Sell | ISHARES TRusd inv grde etf | $2,212,385 | -26.9% | 43,671 | -29.1% | 0.23% | -30.5% |
ABBV | Buy | ABBVIE INC | $2,153,329 | -0.3% | 13,512 | +1.1% | 0.22% | -5.1% |
FB | Buy | META PLATFORMS INCcl a | $2,121,520 | +92.2% | 10,010 | +9.1% | 0.22% | +82.5% |
CVX | Sell | CHEVRON CORP NEW | $2,116,127 | -21.2% | 12,970 | -13.3% | 0.22% | -25.1% |
SWK | Buy | STANLEY BLACK & DECKER INC | $2,089,803 | +25.3% | 25,935 | +16.8% | 0.22% | +18.8% |
USB | Buy | US BANCORP DEL | $2,062,839 | -16.4% | 57,222 | +1.1% | 0.21% | -20.2% |
CVS | Buy | CVS HEALTH CORP | $2,069,549 | -20.0% | 27,850 | +0.4% | 0.21% | -23.9% |
USHY | Sell | ISHARES TRbroad usd high | $2,033,224 | -43.5% | 57,193 | -45.1% | 0.21% | -46.4% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $2,023,065 | +9.6% | 6,421 | +0.5% | 0.21% | +4.0% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,001,284 | +4.6% | 41,807 | +3.6% | 0.21% | -0.5% |
ACGL | ARCH CAP GROUP LTDord | $2,001,894 | +8.1% | 29,496 | 0.0% | 0.21% | +2.5% | |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,990,296 | -2.6% | 27,205 | +0.5% | 0.20% | -7.7% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,965,114 | -5.1% | 9,628 | -11.1% | 0.20% | -9.8% |
RY | Sell | ROYAL BK CDA SUSTAINABL | $1,931,863 | +1.1% | 20,212 | -0.6% | 0.20% | -3.9% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,900,067 | +2.1% | 7,595 | -1.3% | 0.20% | -3.0% |
CE | Sell | CELANESE CORP DEL | $1,895,122 | +4.9% | 17,404 | -1.5% | 0.20% | -0.5% |
PPL | Buy | PPL CORP | $1,845,446 | -4.8% | 66,407 | +0.1% | 0.19% | -9.5% |
UL | Buy | UNILEVER PLCspon adr new | $1,836,597 | +10.8% | 35,367 | +7.5% | 0.19% | +5.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,823,950 | -9.5% | 18,907 | -3.4% | 0.19% | -14.2% |
BKNG | Buy | BOOKING HOLDINGS INC | $1,819,554 | +32.6% | 686 | +0.7% | 0.19% | +25.5% |
BLK | Buy | BLACKROCK INC | $1,790,139 | -5.5% | 2,675 | +0.0% | 0.18% | -10.2% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,701,799 | -1.3% | 25,950 | -0.6% | 0.18% | -6.4% |
HD | Buy | HOME DEPOT INC | $1,667,515 | -2.9% | 5,650 | +3.9% | 0.17% | -7.5% |
AMAT | Buy | APPLIED MATLS INC | $1,668,384 | +33.4% | 13,583 | +5.7% | 0.17% | +26.5% |
AZO | Buy | AUTOZONE INC | $1,649,419 | +9.6% | 671 | +10.0% | 0.17% | +4.3% |
DG | Sell | DOLLAR GEN CORP NEW | $1,632,969 | -15.7% | 7,759 | -1.4% | 0.17% | -20.0% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $1,621,592 | -90.4% | 19,737 | -90.5% | 0.17% | -90.9% |
O | Sell | REALTY INCOME CORP | $1,576,339 | -1.9% | 24,895 | -1.7% | 0.16% | -6.9% |
FISV | Buy | FISERV INC | $1,450,401 | +16.7% | 12,832 | +4.4% | 0.15% | +10.4% |
IR | INGERSOLL RAND INC | $1,438,443 | +11.3% | 24,724 | 0.0% | 0.15% | +5.7% | |
MCD | Sell | MCDONALDS CORP | $1,419,578 | -29.1% | 5,077 | -33.2% | 0.15% | -32.7% |
IBDO | ISHARES TRibonds dec23 etf | $1,379,858 | +0.6% | 54,778 | 0.0% | 0.14% | -4.7% | |
ULTA | Buy | ULTA BEAUTY INC | $1,371,269 | +19.8% | 2,513 | +3.0% | 0.14% | +13.7% |
VMW | Buy | VMWARE INC | $1,363,362 | +5.2% | 10,920 | +3.5% | 0.14% | 0.0% |
VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,354,606 | +30.1% | 25,871 | +22.2% | 0.14% | +23.9% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,329,300 | +16.7% | 12,815 | -0.8% | 0.14% | +11.4% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,329,142 | +26.4% | 3,449 | +10.4% | 0.14% | +20.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,319,356 | +7.2% | 3,223 | +0.2% | 0.14% | +2.3% |
HAS | Buy | HASBRO INC | $1,299,196 | +9.8% | 24,198 | +24.7% | 0.13% | +4.7% |
D | Buy | DOMINION ENERGY INC | $1,266,313 | +0.0% | 22,649 | +9.7% | 0.13% | -5.1% |
EXP | Buy | EAGLE MATLS INC | $1,254,713 | +20.1% | 8,550 | +8.8% | 0.13% | +14.2% |
DHI | Buy | D R HORTON INC | $1,241,609 | +13.6% | 12,710 | +3.6% | 0.13% | +8.5% |
FTNT | Buy | FORTINET INC | $1,220,738 | +17120.2% | 18,368 | +12567.6% | 0.13% | +12500.0% |
DIS | Sell | DISNEY WALT CO | $1,150,551 | +4.2% | 11,491 | -9.6% | 0.12% | -0.8% |
MMM | Buy | 3M CO | $1,140,511 | +2.6% | 10,851 | +17.0% | 0.12% | -2.5% |
BLD | Buy | TOPBUILD CORP | $1,134,363 | +45.9% | 5,450 | +9.7% | 0.12% | +39.3% |
UFPI | Sell | UFP INDUSTRIES INC | $1,129,110 | -0.9% | 14,208 | -1.2% | 0.12% | -5.7% |
IBDP | ISHARES TRibonds dec24 etf | $1,081,276 | +0.7% | 43,972 | 0.0% | 0.11% | -4.3% | |
IHF | Buy | ISHARES TRus hlthcr pr etf | $1,078,083 | -2.6% | 4,361 | +5.4% | 0.11% | -7.5% |
AFL | Sell | AFLAC INC | $1,055,018 | -12.3% | 16,352 | -2.2% | 0.11% | -16.2% |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,034,976 | -2.9% | 22,063 | -5.5% | 0.11% | -7.8% |
XEL | Buy | XCEL ENERGY INC | $1,030,701 | -3.7% | 15,283 | +0.1% | 0.11% | -8.6% |
FANG | Buy | DIAMONDBACK ENERGY INC | $1,020,264 | +15.1% | 7,548 | +16.4% | 0.10% | +9.4% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $1,015,224 | +9.2% | 41,387 | +8.2% | 0.10% | +4.0% |
PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $914,084 | +0.1% | 256,765 | +2.0% | 0.09% | -5.1% |
CRM | Buy | SALESFORCE INC | $910,398 | +84.8% | 4,557 | +22.6% | 0.09% | +77.4% |
CBRE | Buy | CBRE GROUP INCcl a | $895,563 | -2.7% | 12,300 | +2.8% | 0.09% | -8.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $872,320 | +11.9% | 2,400 | +7.0% | 0.09% | +5.9% |
DE | Buy | DEERE & CO | $860,119 | -2.8% | 2,083 | +1.0% | 0.09% | -7.3% |
DHS | WISDOMTREE TRus high dividend | $863,518 | -4.4% | 10,496 | 0.0% | 0.09% | -9.2% | |
TRP | Buy | TC ENERGY CORP | $850,923 | +1.1% | 21,869 | +3.5% | 0.09% | -3.3% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $843,680 | +4.5% | 17,743 | +3.3% | 0.09% | 0.0% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $830,507 | +73.1% | 16,305 | +70.3% | 0.09% | +65.4% |
AX | Buy | AXOS FINANCIAL INC | $805,595 | -2.0% | 21,820 | +1.5% | 0.08% | -6.7% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $776,910 | +53.2% | 2,421 | +27.1% | 0.08% | +45.5% |
EFIV | Buy | SPDR SER TRs&p 500 esg etf | $772,907 | +7.7% | 19,602 | +0.2% | 0.08% | +2.6% |
EEMV | Sell | ISHARES INCmsci emerg mrkt | $779,860 | -97.0% | 14,291 | -97.1% | 0.08% | -97.2% |
IBDR | Buy | ISHARES TRibonds dec2026 | $770,063 | +10.7% | 32,451 | +8.9% | 0.08% | +5.3% |
NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $756,932 | +20.6% | 26,374 | +25.0% | 0.08% | +14.7% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $750,843 | +56.6% | 6,382 | +52.9% | 0.08% | +48.1% |
DHR | Buy | DANAHER CORPORATION | $750,581 | -1.8% | 2,978 | +3.4% | 0.08% | -7.2% |
HSY | Sell | HERSHEY CO | $744,959 | -12.2% | 2,928 | -20.1% | 0.08% | -16.3% |
LLY | Buy | LILLY ELI & CO | $732,863 | -5.9% | 2,134 | +0.2% | 0.08% | -9.5% |
LDP | Buy | COHEN & STEERS LTD DURATION | $732,616 | +2.5% | 41,066 | +9.3% | 0.08% | -2.6% |
MLM | Sell | MARTIN MARIETTA MATLS INC | $714,188 | +3.1% | 2,011 | -1.9% | 0.07% | -1.3% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $680,854 | -3.3% | 3,469 | +2.6% | 0.07% | -7.9% |
SCHW | Buy | SCHWAB CHARLES CORP | $682,718 | -34.3% | 13,034 | +4.4% | 0.07% | -38.1% |
NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $647,402 | +28.0% | 18,283 | +23.5% | 0.07% | +21.8% |
IWR | Sell | ISHARES TRrus mid cap etf | $627,843 | -3.6% | 8,979 | -7.0% | 0.06% | -8.5% |
PSX | Sell | PHILLIPS 66 | $628,555 | -6.1% | 6,200 | -3.7% | 0.06% | -11.0% |
DVYE | Buy | ISHARES INCem mkts div etf | $622,875 | +18.8% | 25,382 | +16.8% | 0.06% | +12.3% |
COST | Sell | COSTCO WHSL CORP NEW | $597,850 | +3.8% | 1,203 | -4.6% | 0.06% | 0.0% |
YUM | Buy | YUM BRANDS INC | $585,511 | +83.4% | 4,433 | +77.8% | 0.06% | +71.4% |
MPW | Buy | MEDICAL PPTYS TRUST INC | $572,680 | -11.4% | 69,669 | +20.1% | 0.06% | -15.7% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $568,136 | -13.2% | 5,801 | -10.6% | 0.06% | -16.9% |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $569,767 | +7.1% | 17,141 | +200.9% | 0.06% | +1.7% |
NEE | Buy | NEXTERA ENERGY INC | $570,331 | +30.2% | 7,399 | +41.2% | 0.06% | +25.5% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $560,597 | +0.8% | 12,411 | -6.3% | 0.06% | -3.3% |
PRFT | Buy | PERFICIENT INC | $557,379 | +13.2% | 7,721 | +9.5% | 0.06% | +7.5% |
MUB | Buy | ISHARES TRnational mun etf | $557,016 | +3.3% | 5,170 | +1.2% | 0.06% | -1.7% |
ESGE | Buy | ISHARES INCesg awr msci em | $519,295 | +36.8% | 16,496 | +30.7% | 0.05% | +31.7% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $527,171 | -30.2% | 6,110 | -31.6% | 0.05% | -34.1% |
FLRN | Buy | SPDR SER TRbloomberg invt | $499,905 | +13.4% | 16,428 | +13.3% | 0.05% | +8.3% |
GLD | Buy | SPDR GOLD TR | $494,694 | +84.0% | 2,700 | +70.3% | 0.05% | +75.9% |
IDXX | Sell | IDEXX LABS INC | $499,580 | +9.4% | 999 | -10.7% | 0.05% | +4.1% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $497,233 | +156.5% | 20,998 | +148.5% | 0.05% | +142.9% |
AMGN | Sell | AMGEN INC | $471,185 | -16.2% | 1,949 | -8.9% | 0.05% | -19.7% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.05% | -5.9% | |
ETN | Buy | EATON CORP PLC | $467,073 | +18.3% | 2,726 | +8.3% | 0.05% | +11.6% |
T | Sell | AT&T INC | $459,783 | +2.5% | 23,885 | -2.0% | 0.05% | -4.1% |
IAU | Sell | ISHARES GOLD TRishares new | $451,206 | +7.9% | 12,074 | -0.1% | 0.05% | +2.2% |
UNP | Buy | UNION PAC CORP | $449,932 | +41.1% | 2,236 | +45.2% | 0.05% | +31.4% |
TSCO | Sell | TRACTOR SUPPLY CO | $422,855 | +3.5% | 1,799 | -0.9% | 0.04% | 0.0% |
UTG | REAVES UTIL INCOME FD | $425,700 | +0.4% | 15,000 | 0.0% | 0.04% | -4.3% | |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $414,372 | +40.0% | 2,744 | +15.4% | 0.04% | +34.4% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $409,332 | +5.5% | 1,641 | -9.9% | 0.04% | 0.0% |
HYMB | Buy | SPDR SER TRnuveen bloomberg | $404,722 | +169.5% | 16,163 | +427.0% | 0.04% | +162.5% |
SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $400,978 | +6.1% | 8,055 | +5.0% | 0.04% | 0.0% |
IBTE | ISHARES TRibonds 24 trm ts | $400,223 | +0.7% | 16,669 | 0.0% | 0.04% | -4.7% | |
MMC | Buy | MARSH & MCLENNAN COS INC | $376,014 | +3.0% | 2,258 | +2.3% | 0.04% | -2.5% |
HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $379,190 | +3.4% | 43,485 | +3.6% | 0.04% | -2.5% |
IDV | Sell | ISHARES TRintl sel div etf | $376,036 | -6.5% | 13,679 | -7.7% | 0.04% | -11.4% |
AXON | AXON ENTERPRISE INC | $383,145 | +35.5% | 1,704 | 0.0% | 0.04% | +25.8% | |
HYLB | Sell | DBX ETF TRxtrack usd high | $382,876 | +2.3% | 11,018 | -0.7% | 0.04% | -4.9% |
ALLE | ALLEGION PLC | $382,734 | +1.4% | 3,586 | 0.0% | 0.04% | -4.9% | |
FAST | FASTENAL CO | $372,744 | +14.0% | 6,910 | 0.0% | 0.04% | +8.6% | |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $368,420 | -12.8% | 2,834 | -15.4% | 0.04% | -17.4% |
ORCL | ORACLE CORP | $368,136 | +13.7% | 3,962 | 0.0% | 0.04% | +8.6% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $364,177 | -35.1% | 2,778 | -30.3% | 0.04% | -37.7% |
IWM | Buy | ISHARES TRrussell 2000 etf | $362,458 | +17.5% | 2,032 | +14.9% | 0.04% | +12.1% |
QUAL | ISHARES TRmsci usa qlt fct | $348,127 | +8.9% | 2,806 | 0.0% | 0.04% | +2.9% | |
LQD | Buy | ISHARES TRiboxx inv cp etf | $352,506 | +17.9% | 3,216 | +13.4% | 0.04% | +12.5% |
KMB | Sell | KIMBERLY-CLARK CORP | $338,401 | -1.5% | 2,521 | -0.4% | 0.04% | -5.4% |
LH | Sell | LABORATORY CORP AMER HLDGS | $336,101 | -5.7% | 1,465 | -3.2% | 0.04% | -10.3% |
ROST | Sell | ROSS STORES INC | $343,387 | -12.4% | 3,236 | -4.1% | 0.04% | -16.7% |
COO | Sell | COOPER COS INC | $342,745 | -13.9% | 918 | -23.8% | 0.04% | -18.6% |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $330,075 | +31.2% | 6,316 | +29.0% | 0.03% | +25.9% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $323,675 | +4.1% | 3,199 | +1.0% | 0.03% | -2.9% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $322,366 | -23.6% | 5,046 | -30.0% | 0.03% | -28.3% |
DSI | Buy | ISHARES TRmsci kld400 soc | $320,505 | +17.1% | 4,110 | +7.8% | 0.03% | +10.0% |
YUMC | Buy | YUM CHINA HLDGS INC | $306,808 | +133.9% | 4,840 | +101.7% | 0.03% | +128.6% |
PYPL | Buy | PAYPAL HLDGS INC | $303,912 | +8.7% | 4,002 | +2.0% | 0.03% | +3.3% |
IBTF | ISHARES TRibonds 25 trm ts | $302,267 | +1.1% | 12,846 | 0.0% | 0.03% | -3.1% | |
NVDA | Buy | NVIDIA CORPORATION | $298,649 | +127.5% | 1,075 | +19.7% | 0.03% | +121.4% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $289,912 | +6.6% | 5,422 | 0.0% | 0.03% | +3.4% | |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $281,430 | +6.2% | 9,000 | -1.3% | 0.03% | 0.0% |
HNDL | STRATEGY SHSns 7handl idx | $284,637 | +3.3% | 14,070 | 0.0% | 0.03% | -3.3% | |
IBTD | ISHARES TRibonds 23 trm ts | $268,792 | +0.4% | 10,834 | 0.0% | 0.03% | -3.4% | |
IYR | Buy | ISHARES TRu.s. real es etf | $268,794 | +4.1% | 3,166 | +3.2% | 0.03% | 0.0% |
BA | Buy | BOEING CO | $275,522 | +24.3% | 1,297 | +11.4% | 0.03% | +16.7% |
AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDEND | $261,881 | -23.7% | 32,411 | -26.4% | 0.03% | -27.0% |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $238,520 | +7.1% | 6,031 | 0.0% | 0.02% | +4.2% | |
IBDS | ISHARES TRibonds 27 etf | $241,559 | +1.9% | 10,141 | 0.0% | 0.02% | -3.8% | |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $232,132 | +4.1% | 6,109 | +8.4% | 0.02% | 0.0% |
MSB | MESABI TRctf ben int | $233,975 | +40.3% | 9,270 | 0.0% | 0.02% | +33.3% | |
EMR | Buy | EMERSON ELEC CO | $232,793 | -5.2% | 2,671 | +4.5% | 0.02% | -11.1% |
BAC | Sell | BANK AMERICA CORP | $224,392 | -23.0% | 7,846 | -10.9% | 0.02% | -28.1% |
HRL | Sell | HORMEL FOODS CORP | $224,286 | -48.9% | 5,624 | -41.7% | 0.02% | -52.1% |
EVV | Buy | EATON VANCE LTD DURATION INC | $219,163 | +5.5% | 22,250 | +0.6% | 0.02% | 0.0% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $213,185 | +0.7% | 2,643 | -3.0% | 0.02% | -4.3% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $215,600 | +16.0% | 2,110 | 0.0% | 0.02% | +10.0% | |
FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $210,666 | +0.1% | 3,540 | 0.0% | 0.02% | -4.3% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $203,535 | +3.5% | 444 | 0.0% | 0.02% | 0.0% | |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $203,855 | +6.4% | 1,046 | -1.9% | 0.02% | 0.0% |
COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $202,185 | -0.5% | 7,480 | +3.7% | 0.02% | -4.5% |
MINT | PIMCO ETF TRenhan shrt ma ac | $200,783 | +0.6% | 2,023 | 0.0% | 0.02% | -4.5% | |
DRI | DARDEN RESTAURANTS INC | $202,174 | +12.2% | 1,303 | 0.0% | 0.02% | +5.0% | |
WHR | WHIRLPOOL CORP | $201,199 | -6.7% | 1,524 | 0.0% | 0.02% | -8.7% | |
TSLA | Sell | TESLA INC | $189,619 | -19.4% | 914 | -52.1% | 0.02% | -20.0% |
GNTX | Sell | GENTEX CORP | $196,579 | -16.5% | 7,013 | -18.7% | 0.02% | -23.1% |
JETS | ETF SER SOLUTIONSus glb jets | $186,766 | +9.1% | 10,025 | 0.0% | 0.02% | 0.0% | |
PRU | Buy | PRUDENTIAL FINL INC | $184,547 | -16.7% | 2,230 | +0.1% | 0.02% | -20.8% |
NFLX | Buy | NETFLIX INC | $179,996 | +32.4% | 521 | +13.0% | 0.02% | +26.7% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $183,256 | +2.3% | 4,536 | -1.3% | 0.02% | 0.0% |
ISRG | INTUITIVE SURGICAL INC | $173,209 | -3.7% | 678 | 0.0% | 0.02% | -5.3% | |
VPU | VANGUARD WORLD FDSutilities etf | $177,024 | -3.8% | 1,200 | 0.0% | 0.02% | -10.0% | |
TLH | Buy | ISHARES TR10-20 yr trs etf | $173,185 | +6.3% | 1,512 | +0.4% | 0.02% | 0.0% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $175,229 | +5.2% | 490 | -0.2% | 0.02% | 0.0% |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $161,418 | -0.3% | 1,068 | 0.0% | 0.02% | -5.6% | |
EPD | ENTERPRISE PRODS PARTNERS L | $166,201 | +7.4% | 6,417 | 0.0% | 0.02% | 0.0% | |
ECL | ECOLAB INC | $167,186 | +13.7% | 1,010 | 0.0% | 0.02% | +6.2% | |
SDG | ISHARES TRmsci gbl sus dev | $160,915 | +0.4% | 2,032 | 0.0% | 0.02% | 0.0% | |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $164,897 | -17.1% | 1,563 | -15.0% | 0.02% | -22.7% |
MS | Buy | MORGAN STANLEY | $169,408 | +8.4% | 1,929 | +5.0% | 0.02% | 0.0% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $164,959 | +15.2% | 2,380 | +19.6% | 0.02% | +6.2% |
LNT | Buy | ALLIANT ENERGY CORP | $167,606 | +15.6% | 3,139 | +19.5% | 0.02% | +6.2% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $154,326 | +17.7% | 1,032 | +1.7% | 0.02% | +14.3% |
EFA | Sell | ISHARES TRmsci eafe etf | $152,881 | +3.1% | 2,138 | -5.4% | 0.02% | 0.0% |
AEE | AMEREN CORP | $151,565 | -2.8% | 1,754 | 0.0% | 0.02% | -5.9% | |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $158,760 | -9.5% | 1,000 | -9.5% | 0.02% | -15.8% |
DGX | Buy | QUEST DIAGNOSTICS INC | $157,751 | -5.8% | 1,115 | +4.1% | 0.02% | -11.1% |
MCK | Buy | MCKESSON CORP | $152,390 | -0.2% | 428 | +5.2% | 0.02% | -5.9% |
MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $151,864 | +8.4% | 2,799 | +0.4% | 0.02% | +6.7% |
PFF | ISHARES TRpfd and incm sec | $158,286 | +2.3% | 5,070 | 0.0% | 0.02% | -5.9% | |
IWF | ISHARES TRrus 1000 grw etf | $149,286 | +14.0% | 611 | 0.0% | 0.02% | +7.1% | |
QAI | INDEXIQ ETF TRhedge mlti etf | $147,423 | +2.6% | 5,047 | 0.0% | 0.02% | -6.2% | |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $145,152 | +5.6% | 777 | -1.5% | 0.02% | 0.0% |
QCOM | Buy | QUALCOMM INC | $143,897 | +22.8% | 1,128 | +5.8% | 0.02% | +15.4% |
IBTG | ISHARES TRibonds 26 trm ts | $143,927 | +1.6% | 6,236 | 0.0% | 0.02% | 0.0% | |
CAT | Buy | CATERPILLAR INC | $141,515 | +23.5% | 618 | +29.3% | 0.02% | +25.0% |
IBTH | ISHARES TRibonds 27 trm ts | $144,707 | +1.9% | 6,386 | 0.0% | 0.02% | 0.0% | |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $145,962 | -78.7% | 1,977 | -79.3% | 0.02% | -79.7% |
OGE | Buy | OGE ENERGY CORP | $149,398 | +5.5% | 3,967 | +10.8% | 0.02% | 0.0% |
ENPH | Buy | ENPHASE ENERGY INC | $142,991 | -11.7% | 680 | +11.3% | 0.02% | -16.7% |
IDA | Buy | IDACORP INC | $148,427 | +32.7% | 1,370 | +32.1% | 0.02% | +25.0% |
IWD | ISHARES TRrus 1000 val etf | $141,450 | +0.4% | 929 | 0.0% | 0.02% | 0.0% | |
ITW | Buy | ILLINOIS TOOL WKS INC | $143,239 | +31.0% | 588 | +18.5% | 0.02% | +25.0% |
SDY | SPDR SER TRs&p divid etf | $137,665 | -1.1% | 1,113 | 0.0% | 0.01% | -6.7% | |
KR | KROGER CO | $131,600 | +10.7% | 2,666 | 0.0% | 0.01% | +7.7% | |
SO | Sell | SOUTHERN CO | $138,712 | -8.4% | 1,994 | -6.0% | 0.01% | -12.5% |
IXC | ISHARES TRglobal energ etf | $139,854 | -3.2% | 3,704 | 0.0% | 0.01% | -12.5% | |
AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $137,508 | -33.8% | 1,940 | -36.5% | 0.01% | -39.1% |
CYRX | Buy | CRYOPORT INC | $132,024 | +52.2% | 5,501 | +10.0% | 0.01% | +55.6% |
INTU | Buy | INTUIT | $123,116 | +15.4% | 276 | +0.7% | 0.01% | +8.3% |
CI | Sell | THE CIGNA GROUP | $129,746 | -91.8% | 508 | -89.4% | 0.01% | -92.4% |
AXP | Buy | AMERICAN EXPRESS CO | $122,583 | +15.3% | 743 | +3.2% | 0.01% | +8.3% |
IVE | Sell | ISHARES TRs&p 500 val etf | $127,685 | -38.7% | 841 | -41.4% | 0.01% | -43.5% |
ES | Buy | EVERSOURCE ENERGY | $123,359 | -2.8% | 1,576 | +4.2% | 0.01% | -7.1% |
FDX | Sell | FEDEX CORP | $127,034 | +19.9% | 556 | -9.2% | 0.01% | +18.2% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $126,056 | +18.4% | 1,648 | +16.5% | 0.01% | +8.3% |
NTES | NETEASE INCsponsored ads | $127,354 | +21.8% | 1,440 | 0.0% | 0.01% | +18.2% | |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $121,794 | +4.6% | 4,531 | 0.0% | 0.01% | 0.0% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $125,685 | +41.7% | 218 | +35.4% | 0.01% | +30.0% |
ALL | Buy | ALLSTATE CORP | $111,827 | -9.3% | 1,009 | +11.0% | 0.01% | -7.7% |
COP | CONOCOPHILLIPS | $120,990 | -16.0% | 1,220 | 0.0% | 0.01% | -25.0% | |
WM | Buy | WASTE MGMT INC DEL | $119,825 | +14.7% | 734 | +10.2% | 0.01% | +9.1% |
MCHP | MICROCHIP TECHNOLOGY INC. | $113,606 | +19.3% | 1,356 | 0.0% | 0.01% | +20.0% | |
ADI | Buy | ANALOG DEVICES INC | $114,724 | +47.7% | 582 | +22.8% | 0.01% | +50.0% |
AJG | GALLAGHER ARTHUR J & CO | $118,230 | +1.5% | 618 | 0.0% | 0.01% | -7.7% | |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $116,400 | +28.1% | 1,451 | +23.8% | 0.01% | +20.0% |
ADM | Buy | ARCHER DANIELS MIDLAND CO | $113,167 | +0.7% | 1,421 | +17.3% | 0.01% | 0.0% |
PLD | Buy | PROLOGIS INC. | $117,075 | +23.2% | 938 | +11.3% | 0.01% | +20.0% |
GPC | Buy | GENUINE PARTS CO | $120,129 | +6.5% | 718 | +10.5% | 0.01% | 0.0% |
TTC | Sell | TORO CO | $113,210 | -1.9% | 1,018 | -0.1% | 0.01% | -7.7% |
WEC | Buy | WEC ENERGY GROUP INC | $120,291 | +87.8% | 1,269 | +85.8% | 0.01% | +71.4% |
SPSB | Buy | SPDR SER TRportfolio short | $112,594 | +139.8% | 3,800 | +137.8% | 0.01% | +140.0% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $115,410 | +12.5% | 1,393 | +18.9% | 0.01% | +9.1% |
AMP | AMERIPRISE FINL INC | $118,375 | -1.6% | 386 | 0.0% | 0.01% | -7.7% | |
New | LINDE PLC | $109,476 | – | 308 | +100.0% | 0.01% | – | |
MCO | MOODYS CORP | $108,944 | +9.8% | 356 | 0.0% | 0.01% | 0.0% | |
NVO | NOVO-NORDISK A Sadr | $106,943 | +17.6% | 672 | 0.0% | 0.01% | +10.0% | |
NKE | Buy | NIKE INCcl b | $108,921 | +42.3% | 888 | +35.8% | 0.01% | +37.5% |
XYL | XYLEM INC | $107,991 | -5.3% | 1,031 | 0.0% | 0.01% | -8.3% | |
PM | Buy | PHILIP MORRIS INTL INC | $108,177 | +31.0% | 1,112 | +36.3% | 0.01% | +22.2% |
GTY | GETTY RLTY CORP NEW | $102,686 | +6.4% | 2,850 | 0.0% | 0.01% | +10.0% | |
MLHR | MILLERKNOLL INC | $108,897 | -2.7% | 5,325 | 0.0% | 0.01% | -8.3% | |
AFG | Buy | AMERICAN FINL GROUP INC OHIO | $96,598 | -11.4% | 795 | +0.1% | 0.01% | -16.7% |
SYY | SYSCO CORP | $97,872 | +1.0% | 1,267 | 0.0% | 0.01% | -9.1% | |
FTV | FORTIVE CORP | $94,211 | +6.1% | 1,382 | 0.0% | 0.01% | 0.0% | |
WSM | WILLIAMS SONOMA INC | $97,635 | +5.9% | 803 | 0.0% | 0.01% | 0.0% | |
MO | Buy | ALTRIA GROUP INC | $97,760 | +20.2% | 2,191 | +23.1% | 0.01% | +11.1% |
IDOG | ALPS ETF TRintl sec dv dog | $98,063 | +8.7% | 3,544 | 0.0% | 0.01% | 0.0% | |
GD | Buy | GENERAL DYNAMICS CORP | $101,466 | +13.9% | 445 | +24.0% | 0.01% | 0.0% |
ANET | ARISTA NETWORKS INC | $98,870 | +38.3% | 589 | 0.0% | 0.01% | +25.0% | |
FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $97,473 | +0.4% | 3,913 | 0.0% | 0.01% | -9.1% | |
CNP | Buy | CENTERPOINT ENERGY INC | $88,644 | +21.2% | 3,009 | +23.3% | 0.01% | +12.5% |
DEO | Buy | DIAGEO PLCspon adr new | $82,800 | +12.5% | 457 | +10.7% | 0.01% | +12.5% |
BIL | New | SPDR SER TRbloomberg 1-3 mo | $87,780 | – | 956 | +100.0% | 0.01% | – |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $89,898 | +43.8% | 1,440 | +41.0% | 0.01% | +28.6% |
MPC | Buy | MARATHON PETE CORP | $90,571 | +942.8% | 672 | +796.0% | 0.01% | +800.0% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $86,731 | +47.7% | 1,813 | +38.3% | 0.01% | +50.0% |
USMV | ISHARES TRmsci usa min vol | $82,969 | +0.9% | 1,141 | 0.0% | 0.01% | 0.0% | |
OHI | OMEGA HEALTHCARE INVS INC | $92,180 | -1.9% | 3,363 | 0.0% | 0.01% | -10.0% | |
TECH | BIO-TECHNE CORP | $79,235 | -10.5% | 1,068 | 0.0% | 0.01% | -20.0% | |
ROK | ROCKWELL AUTOMATION INC | $73,070 | +13.9% | 249 | 0.0% | 0.01% | +14.3% | |
DIMENSIONAL ETF TRUSTus mktwide value | $74,962 | 0.0% | 2,239 | 0.0% | 0.01% | 0.0% | ||
ZTS | Buy | ZOETIS INCcl a | $82,096 | +15.2% | 493 | +1.4% | 0.01% | 0.0% |
RUTH | RUTHS HOSPITALITY GROUP INC | $82,100 | +6.1% | 5,000 | 0.0% | 0.01% | 0.0% | |
OTTR | OTTER TAIL CORP | $79,020 | +23.2% | 1,093 | 0.0% | 0.01% | +14.3% | |
HSIC | HENRY SCHEIN INC | $79,420 | +2.1% | 974 | 0.0% | 0.01% | 0.0% | |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $73,756 | -11.3% | 3,008 | -14.4% | 0.01% | -11.1% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $80,007 | +11.3% | 618 | +16.8% | 0.01% | 0.0% |
MRNA | Buy | MODERNA INC | $76,790 | +1758.9% | 500 | +2073.9% | 0.01% | – |
F | Sell | FORD MTR CO DEL | $78,612 | -40.2% | 6,239 | -44.8% | 0.01% | -42.9% |
CSX | CSX CORP | $79,225 | -3.3% | 2,646 | 0.0% | 0.01% | -11.1% | |
MDU | Sell | MDU RES GROUP INC | $82,418 | -6.5% | 2,704 | -6.9% | 0.01% | -20.0% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $76,091 | +3.0% | 818 | -17.5% | 0.01% | 0.0% |
RA | BROOKFIELD REAL ASSETS INCOM | $82,250 | +1.9% | 5,000 | 0.0% | 0.01% | -11.1% | |
BDX | Buy | BECTON DICKINSON & CO | $75,344 | +8.4% | 304 | +11.4% | 0.01% | 0.0% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $76,420 | -16.2% | 570 | -15.4% | 0.01% | -20.0% |
PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $79,860 | – | 5,616 | +100.0% | 0.01% | – |
SHV | New | ISHARES TRshort treas bd | $78,234 | – | 708 | +100.0% | 0.01% | – |
JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $71,146 | – | 1,437 | +100.0% | 0.01% | – |
IGIB | Sell | ISHARES TR | $72,100 | -88.1% | 1,406 | -88.5% | 0.01% | -89.4% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $64,300 | -15.2% | 2,000 | -9.8% | 0.01% | -12.5% |
WST | WEST PHARMACEUTICAL SVSC INC | $63,771 | +47.2% | 184 | 0.0% | 0.01% | +40.0% | |
ILCB | ISHARES TRmorningstr us eq | $68,908 | +7.2% | 1,222 | 0.0% | 0.01% | 0.0% | |
TIP | Buy | ISHARES TRtips bd etf | $68,355 | +245.3% | 620 | +233.3% | 0.01% | +250.0% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $63,221 | +106.2% | 5,507 | +100.8% | 0.01% | +133.3% |
MAR | MARRIOTT INTL INC NEWcl a | $71,571 | +11.5% | 431 | 0.0% | 0.01% | 0.0% | |
DGP | Buy | DEUTSCHE BK AG LONDON BRHdb gold dbl lng | $63,356 | +89.1% | 1,500 | +66.7% | 0.01% | +75.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $68,106 | +56.8% | 977 | +49.8% | 0.01% | +40.0% |
ACVF | ETF OPPORTUNITIES TRUSTamerican conser | $67,684 | +6.0% | 2,148 | 0.0% | 0.01% | 0.0% | |
MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $71,999 | -27.6% | 1,052 | -30.9% | 0.01% | -36.4% |
SPLG | New | SPDR SER TRportfolio s&p500 | $67,170 | – | 1,395 | +100.0% | 0.01% | – |
CL | Buy | COLGATE PALMOLIVE CO | $67,522 | +1.1% | 898 | +6.0% | 0.01% | 0.0% |
ACN | Buy | ACCENTURE PLC IRELAND | $71,453 | +19.5% | 250 | +11.6% | 0.01% | +16.7% |
USO | UNITED STS OIL FD LPunits | $66,839 | -5.2% | 1,006 | 0.0% | 0.01% | -12.5% | |
MAS | MASCO CORP | $62,012 | +6.5% | 1,247 | 0.0% | 0.01% | 0.0% | |
FNV | Buy | FRANCO NEV CORP | $57,883 | +112.1% | 397 | +98.5% | 0.01% | +100.0% |
CME | Buy | CME GROUP INC | $61,013 | +32.6% | 319 | +16.4% | 0.01% | +20.0% |
TSN | TYSON FOODS INCcl a | $61,127 | -4.7% | 1,030 | 0.0% | 0.01% | -14.3% | |
FSLR | FIRST SOLAR INC | $60,248 | +45.2% | 277 | 0.0% | 0.01% | +50.0% | |
ADSK | AUTODESK INC | $57,036 | +11.4% | 274 | 0.0% | 0.01% | 0.0% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $62,909 | +13.4% | 308 | +17.6% | 0.01% | 0.0% |
IIPR | Buy | INNOVATIVE INDL PPTYS INC | $60,202 | -24.7% | 792 | +0.4% | 0.01% | -33.3% |
SPTM | New | SPDR SER TRportfoli s&p1500 | $58,600 | – | 1,162 | +100.0% | 0.01% | – |
EHC | Buy | ENCOMPASS HEALTH CORP | $56,697 | -5.2% | 1,048 | +4.8% | 0.01% | 0.0% |
PII | Buy | POLARIS INC | $61,732 | +85.2% | 558 | +69.1% | 0.01% | +50.0% |
PWR | Buy | QUANTA SVCS INC | $55,492 | +1754.7% | 333 | +1485.7% | 0.01% | – |
EIX | Buy | EDISON INTL | $62,261 | +62.6% | 882 | +46.5% | 0.01% | +50.0% |
SEDG | SOLAREDGE TECHNOLOGIES INC | $60,790 | +7.3% | 200 | 0.0% | 0.01% | 0.0% | |
GDS | GDS HLDGS LTDsponsored ads | $55,980 | -9.5% | 3,000 | 0.0% | 0.01% | -14.3% | |
Buy | GENERAL ELECTRIC CO | $58,805 | +70.3% | 615 | +49.3% | 0.01% | +50.0% | |
SNA | Sell | SNAP ON INC | $56,538 | -55.2% | 229 | -58.5% | 0.01% | -57.1% |
VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $44,023 | +14.1% | 700 | 0.0% | 0.01% | +25.0% | |
CMA | COMERICA INC | $50,281 | -35.0% | 1,158 | 0.0% | 0.01% | -37.5% | |
ILMN | ILLUMINA INC | $49,534 | +15.0% | 213 | 0.0% | 0.01% | 0.0% | |
ESGD | New | ISHARES TResg aw msci eafe | $51,797 | – | 721 | +100.0% | 0.01% | – |
ESGU | New | ISHARES TResg awr msci usa | $46,492 | – | 514 | +100.0% | 0.01% | – |
ENB | Buy | ENBRIDGE INC | $51,923 | -1.4% | 1,361 | +1.0% | 0.01% | -16.7% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $48,809 | +260.6% | 498 | +138.3% | 0.01% | +400.0% |
PCAR | Buy | PACCAR INC | $45,943 | +10.9% | 628 | +49.9% | 0.01% | +25.0% |
IJK | ISHARES TRs&p mc 400gr etf | $44,669 | +4.7% | 625 | 0.0% | 0.01% | 0.0% | |
SH | Sell | PROSHARES TRshort s&p 500 ne | $44,745 | -7.1% | 2,983 | -0.7% | 0.01% | 0.0% |
SCZ | Sell | ISHARES TReafe sml cp etf | $49,572 | -12.4% | 833 | -16.9% | 0.01% | -16.7% |
ALB | Buy | ALBEMARLE CORP | $45,977 | +748.0% | 208 | +732.0% | 0.01% | +400.0% |
CARR | CARRIER GLOBAL CORPORATION | $50,926 | +10.9% | 1,113 | 0.0% | 0.01% | 0.0% | |
SGEN | Buy | SEAGEN INC | $45,556 | +59.7% | 225 | +1.4% | 0.01% | +66.7% |
CLX | Buy | CLOROX CO DEL | $49,055 | +24.4% | 310 | +10.3% | 0.01% | +25.0% |
CMS | CMS ENERGY CORP | $50,499 | -3.1% | 823 | 0.0% | 0.01% | -16.7% | |
FSK | FS KKR CAP CORP | $51,412 | +5.7% | 2,779 | 0.0% | 0.01% | 0.0% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $43,816 | -2.3% | 702 | 0.0% | 0.01% | 0.0% | |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $52,129 | +0.7% | 275 | -2.5% | 0.01% | -16.7% |
VNQ | VANGUARD INDEX FDSreal estate etf | $44,299 | +0.7% | 533 | 0.0% | 0.01% | 0.0% | |
CTVA | Buy | CORTEVA INC | $50,743 | +23.6% | 841 | +20.5% | 0.01% | +25.0% |
ASML | Sell | ASML HOLDING N V | $44,247 | -10.0% | 65 | -27.8% | 0.01% | 0.0% |
FDL | FIRST TR MORNINGSTAR DIVID L | $52,185 | -2.9% | 1,470 | 0.0% | 0.01% | -16.7% | |
TJX | Buy | TJX COS INC NEW | $52,606 | -1.4% | 671 | +0.1% | 0.01% | -16.7% |
BMI | BADGER METER INC | $48,728 | +11.7% | 400 | 0.0% | 0.01% | 0.0% | |
BSCO | New | INVESCO EXCH TRD SLF IDX FD | $51,537 | – | 2,503 | +100.0% | 0.01% | – |
RBC | REGAL REXNORD CORPORATION | $35,183 | +17.3% | 250 | 0.0% | 0.00% | +33.3% | |
HSBC | Sell | HSBC HLDGS PLCspon adr new | $34,130 | -76.8% | 1,000 | -78.8% | 0.00% | -75.0% |
Buy | SHELL PLCspon ads | $39,530 | +27.6% | 687 | +26.3% | 0.00% | +33.3% | |
URI | Sell | UNITED RENTALS INC | $41,160 | +10.3% | 104 | -1.0% | 0.00% | 0.0% |
LTHM | New | LIVENT CORP | $37,750 | – | 1,738 | +100.0% | 0.00% | – |
AG | Buy | FIRST MAJESTIC SILVER CORP | $36,050 | +8.1% | 5,000 | +25.0% | 0.00% | 0.0% |
COF | Sell | CAPITAL ONE FINL CORP | $34,913 | -56.5% | 363 | -57.9% | 0.00% | -55.6% |
HOLX | HOLOGIC INC | $34,540 | +7.9% | 428 | 0.0% | 0.00% | +33.3% | |
ALE | ALLETE INC | $34,953 | -0.2% | 543 | 0.0% | 0.00% | 0.0% | |
NVS | NOVARTIS AGsponsored adr | $39,744 | +1.4% | 432 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC | $35,718 | +9.7% | 404 | 0.0% | 0.00% | 0.0% | |
TBF | PROSHARES TRshrt 20+yr tre | $40,000 | -6.8% | 1,893 | 0.0% | 0.00% | -20.0% | |
ITT | ITT INC | $43,150 | +6.4% | 500 | 0.0% | 0.00% | 0.0% | |
BSCN | INVESCO EXCH TRD SLF IDX FD | $36,385 | +0.5% | 1,726 | 0.0% | 0.00% | 0.0% | |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $35,925 | -3.2% | 166 | -10.3% | 0.00% | 0.0% |
CAG | Buy | CONAGRA BRANDS INC | $42,254 | +6.5% | 1,125 | +9.8% | 0.00% | 0.0% |
OTIS | Buy | OTIS WORLDWIDE CORP | $41,364 | +21.1% | 490 | +12.4% | 0.00% | 0.0% |
PAYX | Buy | PAYCHEX INC | $38,503 | +25.7% | 336 | +26.8% | 0.00% | +33.3% |
AES | Buy | AES CORP | $43,633 | +11566.6% | 1,812 | +13838.5% | 0.00% | – |
GILD | Buy | GILEAD SCIENCES INC | $36,521 | +37.3% | 440 | +41.9% | 0.00% | +33.3% |
LIACF | New | AMERICAN LITHIUM CORP | $34,024 | – | 14,729 | +100.0% | 0.00% | – |
JNK | New | SPDR SER TRbloomberg high y | $40,748 | – | 439 | +100.0% | 0.00% | – |
ETR | Buy | ENTERGY CORP NEW | $38,213 | +1093.4% | 355 | +1167.9% | 0.00% | – |
IT | GARTNER INC | $37,790 | -3.1% | 116 | 0.0% | 0.00% | 0.0% | |
Sell | WARNER BROS DISCOVERY INC | $41,676 | +28.4% | 2,760 | -19.4% | 0.00% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE | $39,542 | -2.8% | 1,312 | 0.0% | 0.00% | 0.0% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $41,638 | -22.1% | 615 | -18.9% | 0.00% | -33.3% |
CAH | Buy | CARDINAL HEALTH INC | $34,363 | -1.6% | 455 | +0.2% | 0.00% | 0.0% |
STAG | Buy | STAG INDL INC | $38,838 | +5.3% | 1,148 | +0.5% | 0.00% | 0.0% |
THO | THOR INDS INC | $43,404 | +5.5% | 545 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $34,171 | +35.9% | 561 | 0.0% | 0.00% | +33.3% | |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $40,905 | +8.3% | 1,165 | +23.3% | 0.00% | 0.0% |
LULU | Buy | LULULEMON ATHLETICA INC | $24,401 | +15.4% | 67 | +1.5% | 0.00% | +50.0% |
ABC | AMERISOURCEBERGEN CORP | $29,798 | -3.4% | 186 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $31,311 | +2.4% | 451 | 0.0% | 0.00% | 0.0% | |
BLL | BALL CORP | $26,725 | +7.8% | 485 | 0.0% | 0.00% | 0.0% | |
BBY | Buy | BEST BUY INC | $32,359 | -1.7% | 413 | +0.7% | 0.00% | -25.0% |
BHP | New | BHP GROUP LTDsponsored ads | $25,555 | – | 403 | +100.0% | 0.00% | – |
BSX | Buy | BOSTON SCIENTIFIC CORP | $32,920 | +56.0% | 658 | +44.3% | 0.00% | +50.0% |
BRSP | BRIGHTSPIRE CAPITAL INC | $30,055 | -5.3% | 5,094 | 0.0% | 0.00% | 0.0% | |
BIPC | BROOKFIELD INFRASTRUCTURE CO | $28,051 | +18.4% | 609 | 0.0% | 0.00% | 0.0% | |
CVBF | Buy | CVB FINL CORP | $29,441 | +78.6% | 1,765 | +175.8% | 0.00% | +50.0% |
COG | Buy | COTERRA ENERGY INC | $26,013 | +3.3% | 1,060 | +3.4% | 0.00% | 0.0% |
CP | Buy | CANADIAN PAC RY LTD | $26,006 | +203.2% | 338 | +193.9% | 0.00% | +200.0% |
NET | CLOUDFLARE INC | $27,501 | +36.4% | 446 | 0.0% | 0.00% | +50.0% | |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $26,749 | -15.1% | 439 | -20.3% | 0.00% | 0.0% |
COHERENT CORP | $27,418 | +8.5% | 720 | 0.0% | 0.00% | 0.0% | ||
CRWD | CROWDSTRIKE HLDGS INCcl a | $29,511 | +30.4% | 215 | 0.0% | 0.00% | +50.0% | |
CCI | CROWN CASTLE INC | $25,228 | -1.3% | 188 | 0.0% | 0.00% | 0.0% | |
DTE | Buy | DTE ENERGY CO | $30,758 | +425.6% | 281 | +462.0% | 0.00% | +200.0% |
DAL | Sell | DELTA AIR LINES INC DEL | $26,096 | -22.7% | 747 | -27.3% | 0.00% | -25.0% |
DIGITAL WORLD ACQUISITION CO | $28,100 | -6.3% | 2,000 | 0.0% | 0.00% | 0.0% | ||
EXC | Buy | EXELON CORP | $26,505 | +743.0% | 633 | +767.1% | 0.00% | – |
FICO | Buy | FAIR ISAAC CORP | $30,216 | +165.7% | 43 | +126.3% | 0.00% | +200.0% |
GM | Buy | GENERAL MTRS CO | $26,190 | +422.5% | 714 | +379.2% | 0.00% | +200.0% |
GSK PLCsponsored adr | $27,753 | +1.3% | 780 | 0.0% | 0.00% | 0.0% | ||
HPQ | Sell | HP INC | $32,989 | +4.6% | 1,124 | -4.3% | 0.00% | 0.0% |
JKHY | HENRY JACK & ASSOC INC | $25,623 | -14.1% | 170 | 0.0% | 0.00% | 0.0% | |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $29,503 | +1989.4% | 204 | +1940.0% | 0.00% | – |
New | INVESTMENT MANAGERS SER TR Iaxs cannabis etf | $27,950 | – | 13,000 | +100.0% | 0.00% | – | |
DVY | ISHARES TRselect divid etf | $29,295 | -2.8% | 250 | 0.0% | 0.00% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $29,280 | +4.1% | 742 | 0.0% | 0.00% | 0.0% | |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $33,701 | +850.9% | 340 | +818.9% | 0.00% | – |
IWS | Buy | ISHARES TRrus mdcp val etf | $26,975 | +118.9% | 254 | +117.1% | 0.00% | +200.0% |
IJJ | ISHARES TRs&p mc 400vl etf | $28,475 | +2.0% | 277 | 0.0% | 0.00% | 0.0% | |
HYG | New | ISHARES TRiboxx hi yd etf | $24,856 | – | 329 | +100.0% | 0.00% | – |
QLTA | ISHARES TRa rate cp bd etf | $32,771 | +3.3% | 685 | 0.0% | 0.00% | 0.0% | |
IYLD | ISHARES TRmrngstr inc etf | $24,621 | +1.4% | 1,279 | 0.0% | 0.00% | 0.0% | |
New | JACOBS SOLUTIONS INC | $26,088 | – | 222 | +100.0% | 0.00% | – | |
KKR | KKR & CO INC | $26,891 | +13.1% | 512 | 0.0% | 0.00% | 0.0% | |
USA | Sell | LIBERTY ALL STAR EQUITY FDsh ben int | $24,906 | -45.5% | 4,017 | -49.9% | 0.00% | -40.0% |
MTA | METALLA RTY & STREAMING LTD | $27,950 | +13.8% | 5,000 | 0.0% | 0.00% | 0.0% | |
MUSA | MURPHY USA INC | $32,257 | -7.7% | 125 | 0.0% | 0.00% | -25.0% | |
PNC | Buy | PNC FINL SVCS GROUP INC | $27,002 | +0.3% | 212 | +24.7% | 0.00% | 0.0% |
PNM | New | PNM RES INC | $27,602 | – | 567 | +100.0% | 0.00% | – |
EFZ | Sell | PROSHARES TR | $29,949 | -11.2% | 1,625 | -3.7% | 0.00% | -25.0% |
PSA | Buy | PUBLIC STORAGE | $30,214 | +5295.4% | 100 | +4900.0% | 0.00% | – |
RYN | RAYONIER INC | $32,063 | +0.9% | 964 | 0.0% | 0.00% | 0.0% | |
RGA | REINSURANCE GRP OF AMERICA I | $26,366 | -6.5% | 199 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $29,376 | +11.1% | 1,607 | 0.0% | 0.00% | 0.0% | |
SA | SEABRIDGE GOLD INC | $25,900 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $24,505 | +28.9% | 328 | +28.6% | 0.00% | +50.0% |
NOW | SERVICENOW INC | $32,531 | +19.7% | 70 | 0.0% | 0.00% | 0.0% | |
SNOW | Buy | SNOWFLAKE INCcl a | $26,230 | +172.7% | 170 | +153.7% | 0.00% | +200.0% |
THC | TENET HEALTHCARE CORP | $24,719 | +21.8% | 416 | 0.0% | 0.00% | +50.0% | |
TLRY | TILRAY BRANDS INC | $25,338 | -5.9% | 10,015 | 0.0% | 0.00% | 0.0% | |
TRMB | TRIMBLE INC | $33,444 | +3.7% | 638 | 0.0% | 0.00% | 0.0% | |
UGI | Buy | UGI CORP NEW | $25,804 | +172.0% | 742 | +189.8% | 0.00% | +200.0% |
USTB | New | VICTORY PORTFOLIOS II | $31,000 | – | 632 | +100.0% | 0.00% | – |
WPM | Buy | WHEATON PRECIOUS METALS CORP | $24,273 | +12347.7% | 504 | +9980.0% | 0.00% | – |
DXJ | WISDOMTREE TRjapn hedge eqt | $24,894 | +10.0% | 352 | 0.0% | 0.00% | +50.0% | |
SWAV | Sell | SHOCKWAVE MED INC | $21,683 | -21.9% | 100 | -25.9% | 0.00% | -33.3% |
SHOP | Buy | SHOPIFY INCcl a | $19,176 | +176.2% | 400 | +100.0% | 0.00% | +100.0% |
SPMD | SPDR SER TRportfolio s&p400 | $21,180 | +3.4% | 482 | 0.0% | 0.00% | 0.0% | |
SILV | SILVERCREST METALS INC | $21,420 | +19.0% | 3,000 | 0.0% | 0.00% | 0.0% | |
LW | LAMB WESTON HLDGS INC | $17,351 | +17.0% | 166 | 0.0% | 0.00% | 0.0% | |
EVRG | Buy | EVERGY INC | $23,471 | +1862.5% | 384 | +1921.1% | 0.00% | – |
LQDH | New | ISHARES U S ETF TRint rt hdg c b | $14,753 | – | 161 | +100.0% | 0.00% | – |
HYS | PIMCO ETF TR0-5 high yield | $16,893 | +2.3% | 185 | 0.0% | 0.00% | 0.0% | |
FCX | Buy | FREEPORT-MCMORAN INCcl b | $14,851 | +44.2% | 363 | +33.9% | 0.00% | +100.0% |
CWI | SPDR INDEX SHS FDSmsci acwi exus | $22,720 | +6.9% | 883 | 0.0% | 0.00% | 0.0% | |
VLUE | New | ISHARES TRmsci usa value | $22,685 | – | 245 | +100.0% | 0.00% | – |
DLTR | DOLLAR TREE INC | $16,222 | +1.5% | 113 | 0.0% | 0.00% | 0.0% | |
TAIL | Buy | CAMBRIA ETF TRtail risk | $20,207 | -3.5% | 1,375 | +0.5% | 0.00% | 0.0% |
CSR | CENTERSPACE | $20,214 | -6.9% | 370 | 0.0% | 0.00% | 0.0% | |
TLT | Buy | ISHARES TR20 yr tr bd etf | $19,466 | +34.8% | 183 | +26.2% | 0.00% | 0.0% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $16,808 | +29.2% | 80 | -1.2% | 0.00% | +100.0% |
CSB | Sell | VICTORY PORTFOLIOS II | $24,134 | -21.6% | 465 | -22.1% | 0.00% | -33.3% |
PNW | Buy | PINNACLE WEST CAP CORP | $22,579 | +731.9% | 285 | +691.7% | 0.00% | – |
NEP | NEXTERA ENERGY PARTNERS LP | $17,922 | -13.3% | 295 | 0.0% | 0.00% | 0.0% | |
FIS | Sell | FIDELITY NATL INFORMATION SV | $15,712 | -20.7% | 289 | -1.0% | 0.00% | 0.0% |
HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $18,803 | -5.1% | 1,180 | -5.0% | 0.00% | 0.0% |
KBWP | INVESCO EXCH TRADED FD TR IIkbw ppty casut | $16,648 | -3.3% | 200 | 0.0% | 0.00% | 0.0% | |
APD | Buy | AIR PRODS & CHEMS INC | $18,669 | +657.1% | 65 | +712.5% | 0.00% | – |
SR | New | SPIRE INC | $18,938 | – | 270 | +100.0% | 0.00% | – |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $20,167 | +25.7% | 305 | 0.0% | 0.00% | 0.0% | |
BNS | Buy | BANK NOVA SCOTIA HALIFAX | $18,432 | +8.8% | 366 | +5.8% | 0.00% | 0.0% |
ANTM | Sell | ELEVANCE HEALTH INC | $21,629 | -37.0% | 47 | -29.9% | 0.00% | -50.0% |
BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $21,693 | +11.5% | 148 | +2.1% | 0.00% | 0.0% |
MET | Buy | METLIFE INC | $18,286 | +15.8% | 316 | +45.0% | 0.00% | 0.0% |
GCO | GENESCO INC | $18,440 | -19.9% | 500 | 0.0% | 0.00% | 0.0% | |
CASY | CASEYS GEN STORES INC | $17,101 | -3.5% | 79 | 0.0% | 0.00% | 0.0% | |
New | GE HEALTHCARE TECHNOLOGIES I | $16,078 | – | 196 | +100.0% | 0.00% | – | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,614 | -2.6% | 219 | -12.4% | 0.00% | 0.0% |
DOW | DOW INC | $15,622 | +8.9% | 285 | 0.0% | 0.00% | 0.0% | |
CSL | CARLISLE COS INC | $17,690 | -3.9% | 78 | 0.0% | 0.00% | 0.0% | |
ABNB | AIRBNB INC | $18,660 | +45.5% | 150 | 0.0% | 0.00% | +100.0% | |
C | Buy | CITIGROUP INC | $20,661 | +5.2% | 441 | +1.6% | 0.00% | 0.0% |
WPC | Buy | WP CAREY INC | $20,410 | +0.3% | 264 | +1.5% | 0.00% | 0.0% |
Buy | CONSTELLATION ENERGY CORP | $15,706 | +1194.8% | 200 | +1328.6% | 0.00% | – | |
AEM | Buy | AGNICO EAGLE MINES LTD | $20,388 | +1468.3% | 400 | +1500.0% | 0.00% | – |
EMXC | New | ISHARES INCmsci emrg chn | $22,988 | – | 466 | +100.0% | 0.00% | – |
ORLY | OREILLY AUTOMOTIVE INC | $23,772 | +0.6% | 28 | 0.0% | 0.00% | -33.3% | |
EOG | Buy | EOG RES INC | $15,165 | +133.5% | 132 | +164.0% | 0.00% | +100.0% |
BAX | Sell | BAXTER INTL INC | $16,228 | -21.8% | 400 | -1.7% | 0.00% | 0.0% |
MOS | Buy | MOSAIC CO NEW | $21,498 | +5.1% | 469 | +0.6% | 0.00% | 0.0% |
DGRO | ISHARES TRcore div grwth | $21,346 | -0.0% | 427 | 0.0% | 0.00% | 0.0% | |
RGEN | REPLIGEN CORP | $17,342 | -0.6% | 103 | 0.0% | 0.00% | 0.0% | |
DD | Buy | DUPONT DE NEMOURS INC | $19,200 | +4.6% | 268 | +0.4% | 0.00% | 0.0% |
HALEON PLCspon ads | $7,937 | +1.8% | 975 | 0.0% | 0.00% | 0.0% | ||
DVN | Sell | DEVON ENERGY CORP NEW | $11,332 | -22.3% | 224 | -5.5% | 0.00% | -50.0% |
ITB | ISHARES TRus home cons etf | $8,787 | +16.0% | 125 | 0.0% | 0.00% | 0.0% | |
MTB | New | M & T BK CORP | $5,381 | – | 45 | +100.0% | 0.00% | – |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $10,420 | -96.2% | 213 | -96.4% | 0.00% | -96.7% |
ETSY | ETSY INC | $12,024 | -7.1% | 108 | 0.0% | 0.00% | 0.0% | |
GWW | Buy | GRAINGER W W INC | $11,073 | +146.6% | 16 | +100.0% | 0.00% | – |
LRCX | LAM RESEARCH CORP | $7,507 | +26.4% | 14 | 0.0% | 0.00% | 0.0% | |
DTM | Buy | DT MIDSTREAM INC | $6,517 | +594.0% | 132 | +676.5% | 0.00% | – |
DNP | DNP SELECT INCOME FD INC | $6,668 | -2.0% | 605 | 0.0% | 0.00% | 0.0% | |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $14,284 | – | 244 | +100.0% | 0.00% | – |
CW | Buy | CURTISS WRIGHT CORP | $8,321 | +90.2% | 47 | +80.8% | 0.00% | – |
LAMR | New | LAMAR ADVERTISING CO NEWcl a | $7,193 | – | 72 | +100.0% | 0.00% | – |
MAG | Buy | MAG SILVER CORP | $10,136 | +548.5% | 800 | +700.0% | 0.00% | – |
PANW | Buy | PALO ALTO NETWORKS INC | $12,384 | +303.4% | 62 | +181.8% | 0.00% | – |
APPN | APPIAN CORPcl a | $5,770 | +36.3% | 130 | 0.0% | 0.00% | – | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,322 | +0.4% | 16 | 0.0% | 0.00% | 0.0% | |
PAAS | PAN AMERN SILVER CORP | $10,920 | +11.4% | 600 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $6,324 | +37.8% | 19 | 0.0% | 0.00% | – | |
GS | Buy | GOLDMAN SACHS GROUP INC | $13,288 | +57.5% | 41 | +64.0% | 0.00% | 0.0% |
APH | AMPHENOL CORP NEWcl a | $11,151 | +7.3% | 136 | 0.0% | 0.00% | 0.0% | |
AME | AMETEK INC | $5,576 | +4.0% | 38 | 0.0% | 0.00% | 0.0% | |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $9,352 | +24.7% | 41 | +28.1% | 0.00% | 0.0% |
PH | Buy | PARKER-HANNIFIN CORP | $10,756 | +516.0% | 32 | +433.3% | 0.00% | – |
EQX | Buy | EQUINOX GOLD CORP | $12,875 | +38915.2% | 2,500 | +24900.0% | 0.00% | – |
MFC | Buy | MANULIFE FINL CORP | $11,861 | +4.5% | 646 | +1.6% | 0.00% | 0.0% |
IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $7,002 | -14.5% | 76 | -2.6% | 0.00% | 0.0% |
PBA | PEMBINA PIPELINE CORP | $12,442 | -4.6% | 384 | 0.0% | 0.00% | 0.0% | |
PAG | PENSKE AUTOMOTIVE GRP INC | $5,849 | +23.8% | 41 | 0.0% | 0.00% | 0.0% | |
VTRS | Buy | VIATRIS INC | $11,979 | -6.2% | 1,245 | +8.5% | 0.00% | 0.0% |
SLB | Sell | SCHLUMBERGER LTD | $11,135 | -35.0% | 227 | -29.3% | 0.00% | -50.0% |
NRG | NRG ENERGY INC | $8,744 | +7.8% | 255 | 0.0% | 0.00% | 0.0% | |
CDXS | CODEXIS INC | $14,490 | -11.2% | 3,500 | 0.0% | 0.00% | -50.0% | |
EQIX | EQUINIX INC | $6,589 | +10.2% | 9 | 0.0% | 0.00% | 0.0% | |
LVS | LAS VEGAS SANDS CORP | $13,903 | +19.5% | 242 | 0.0% | 0.00% | 0.0% | |
CWENA | New | CLEARWAY ENERGY INCcl a | $6,006 | – | 200 | +100.0% | 0.00% | – |
VAC | MARRIOTT VACATIONS WORLDWIDE | $6,743 | +0.2% | 50 | 0.0% | 0.00% | 0.0% | |
EL | LAUDER ESTEE COS INCcl a | $4,965 | -0.6% | 20 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC | $14,250 | +1.3% | 141 | 0.0% | 0.00% | -50.0% | |
Sell | HEALTHCARE RLTY TR | $10,651 | -11.1% | 551 | -11.4% | 0.00% | 0.0% | |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $13,915 | +65.3% | 402 | +78.7% | 0.00% | 0.0% |
CHK | CHESAPEAKE ENERGY CORP | $7,604 | -19.4% | 100 | 0.0% | 0.00% | 0.0% | |
ENHABIT INC | $6,955 | +5.7% | 500 | 0.0% | 0.00% | 0.0% | ||
LNG | Sell | CHENIERE ENERGY INC | $6,338 | -2.1% | 40 | -7.0% | 0.00% | 0.0% |
PLAB | New | PHOTRONICS INC | $9,302 | – | 561 | +100.0% | 0.00% | – |
AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $8,775 | +6.4% | 240 | 0.0% | 0.00% | 0.0% | |
VOTE | New | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $5,997 | – | 126 | +100.0% | 0.00% | – |
NNN | Sell | NATIONAL RETAIL PROPERTIES I | $13,153 | -77.8% | 298 | -77.0% | 0.00% | -83.3% |
SCHO | SCHWAB STRATEGIC TRsht tm us tres | $5,416 | +1.1% | 111 | 0.0% | 0.00% | 0.0% | |
NAVI | NAVIENT CORPORATION | $13,592 | -2.8% | 850 | 0.0% | 0.00% | -50.0% | |
JD | JD.COM INCspon adr cl a | $10,534 | -21.8% | 240 | 0.0% | 0.00% | 0.0% | |
DLN | WISDOMTREE TRus largecap divd | $14,476 | -0.1% | 234 | 0.0% | 0.00% | -50.0% | |
DON | WISDOMTREE TRus midcap divid | $14,098 | -0.4% | 344 | 0.0% | 0.00% | -50.0% | |
IWN | Sell | ISHARES TRrus 2000 val etf | $13,943 | -25.9% | 102 | -25.0% | 0.00% | -50.0% |
PXD | Buy | PIONEER NAT RES CO | $12,261 | +967.1% | 60 | +1100.0% | 0.00% | – |
EA | ELECTRONIC ARTS INC | $5,692 | -1.4% | 47 | 0.0% | 0.00% | 0.0% | |
NEWP | NEW PAC METALS CORP | $10,760 | +19.6% | 4,000 | 0.0% | 0.00% | 0.0% | |
XLC | Buy | SELECT SECTOR SPDR TR | $14,435 | +377.5% | 249 | +295.2% | 0.00% | – |
New | XPERI INC | $5,465 | – | 500 | +100.0% | 0.00% | – | |
CPHC | CANTERBURY PK HLDG CORP | $7,346 | -21.7% | 300 | 0.0% | 0.00% | 0.0% | |
GTX | GARRETT MOTION INC | $7,385 | +0.5% | 964 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $5,658 | +4.5% | 50 | 0.0% | 0.00% | 0.0% | |
EWA | New | ISHARES INCmsci aust etf | $6,905 | – | 301 | +100.0% | 0.00% | – |
Z | ZILLOW GROUP INCcl c cap stk | $5,026 | +38.1% | 113 | 0.0% | 0.00% | – | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $8,398 | +1.3% | 65 | 0.0% | 0.00% | 0.0% | |
SHW | SHERWIN WILLIAMS CO | $6,096 | -5.3% | 27 | 0.0% | 0.00% | 0.0% | |
ASIX | ADVANSIX INC | $14,160 | +0.7% | 370 | 0.0% | 0.00% | -50.0% | |
AON | Buy | AON PLC | $9,774 | +8.6% | 31 | +3.3% | 0.00% | 0.0% |
ACM | Buy | AECOM | $5,903 | +8.6% | 70 | +9.4% | 0.00% | 0.0% |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $9,183 | -35.2% | 2,313 | -4.7% | 0.00% | -50.0% |
HES | Buy | HESS CORP | $10,455 | +207.1% | 79 | +229.2% | 0.00% | – |
ATVI | ACTIVISION BLIZZARD INC | $8,781 | +11.8% | 103 | 0.0% | 0.00% | 0.0% | |
PEAK | HEALTHPEAK PROPERTIES INC | $10,177 | -12.4% | 463 | 0.0% | 0.00% | 0.0% | |
K | KELLOGG CO | $13,392 | -6.0% | 200 | 0.0% | 0.00% | -50.0% | |
IVZ | INVESCO LTD | $7,544 | -8.8% | 460 | 0.0% | 0.00% | 0.0% | |
EWC | New | ISHARES INCmsci cda etf | $9,639 | – | 282 | +100.0% | 0.00% | – |
PGR | Sell | PROGRESSIVE CORP | $12,018 | -10.0% | 84 | -18.4% | 0.00% | 0.0% |
EBAY | Sell | EBAY INC. | $7,775 | +5.8% | 175 | -1.1% | 0.00% | 0.0% |
LUV | Buy | SOUTHWEST AIRLS CO | $6,066 | +1.9% | 186 | +5.1% | 0.00% | 0.0% |
EMN | EASTMAN CHEM CO | $5,674 | +3.8% | 67 | 0.0% | 0.00% | 0.0% | |
SPROTT FDS TRuranium miners e | $9,411 | -1.2% | 300 | 0.0% | 0.00% | 0.0% | ||
SQ | BLOCK INCcl a | $11,190 | +9.2% | 163 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS | $9,525 | +1.0% | 250 | 0.0% | 0.00% | 0.0% | |
ALC | Buy | ALCON AG | $10,652 | +210.7% | 151 | +202.0% | 0.00% | – |
CABO | CABLE ONE INC | $4,914 | -1.4% | 7 | 0.0% | 0.00% | 0.0% | |
PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $6,882 | +2411.7% | 393 | +2356.2% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD | $6,689 | – | 51 | +100.0% | 0.00% | – |
CHRW | C H ROBINSON WORLDWIDE INC | $12,056 | +8.5% | 121 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $6,605 | +16.9% | 23 | 0.0% | 0.00% | 0.0% | |
NSC | Buy | NORFOLK SOUTHN CORP | $12,349 | +160.4% | 58 | +205.3% | 0.00% | 0.0% |
SNPS | SYNOPSYS INC | $10,429 | +21.0% | 27 | 0.0% | 0.00% | 0.0% | |
ICL | ICL GROUP LTD | $5,474 | -7.0% | 805 | 0.0% | 0.00% | 0.0% | |
NTRS | NORTHERN TR CORP | $12,427 | -0.4% | 141 | 0.0% | 0.00% | 0.0% | |
CBOE | Buy | CBOE GLOBAL MKTS INC | $5,639 | +399.5% | 42 | +366.7% | 0.00% | – |
SDOG | ALPS ETF TRsectr div dogs | $13,671 | -0.5% | 267 | 0.0% | 0.00% | 0.0% | |
TMUS | Sell | T-MOBILE US INC | $6,229 | -87.0% | 43 | -87.5% | 0.00% | -80.0% |
RCL | ROYAL CARIBBEAN GROUP | $13,713 | +32.1% | 210 | 0.0% | 0.00% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP | $8,875 | -15.3% | 19 | 0.0% | 0.00% | 0.0% | |
DUTCH BROS INCcl a | $6,326 | +12.2% | 200 | 0.0% | 0.00% | 0.0% | ||
IWO | Sell | ISHARES TRrus 2000 grw etf | $11,341 | -26.6% | 50 | -30.6% | 0.00% | -50.0% |
RPM | RPM INTL INC | $5,846 | -10.5% | 67 | 0.0% | 0.00% | 0.0% | |
BRO | BROWN & BROWN INC | $7,523 | +0.8% | 131 | 0.0% | 0.00% | 0.0% | |
FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $13,015 | -3.9% | 297 | 0.0% | 0.00% | 0.0% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,606 | -3.9% | 140 | 0.0% | 0.00% | 0.0% | |
NUE | Buy | NUCOR CORP | $12,601 | +85.6% | 82 | +57.7% | 0.00% | 0.0% |
Buy | FEDERAL RLTY INVT TR NEWsh ben int new | $10,749 | -1.2% | 109 | +0.9% | 0.00% | 0.0% | |
TER | Sell | TERADYNE INC | $5,411 | +14.1% | 50 | -7.4% | 0.00% | 0.0% |
NTR | NUTRIEN LTD | $8,198 | +1.1% | 111 | 0.0% | 0.00% | 0.0% | |
HAIN | HAIN CELESTIAL GROUP INC | $10,479 | +6.0% | 611 | 0.0% | 0.00% | 0.0% | |
LNC | Buy | LINCOLN NATL CORP IND | $4,943 | +455.4% | 220 | +658.6% | 0.00% | – |
REGN | REGENERON PHARMACEUTICALS | $7,396 | +13.9% | 9 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $12,194 | -13.9% | 657 | 0.0% | 0.00% | -50.0% | |
BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $7,601 | – | 82 | +100.0% | 0.00% | – |
IRM | Buy | IRON MTN INC DEL | $11,507 | +7.5% | 217 | +0.9% | 0.00% | 0.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $7,872 | +17.3% | 75 | +15.4% | 0.00% | 0.0% |
TD | New | TORONTO DOMINION BK ONT | $9,285 | – | 155 | +100.0% | 0.00% | – |
BXMT | Buy | BLACKSTONE MTG TR INC | $8,293 | -13.5% | 465 | +2.6% | 0.00% | 0.0% |
TDG | TRANSDIGM GROUP INC | $6,634 | +17.1% | 9 | 0.0% | 0.00% | 0.0% | |
OXY | Buy | OCCIDENTAL PETE CORP | $5,781 | +0.3% | 93 | +2.2% | 0.00% | 0.0% |
TNL | TRAVEL PLUS LEISURE CO | $5,497 | +7.7% | 140 | 0.0% | 0.00% | 0.0% | |
EWQ | New | ISHARES INCmsci france etf | $7,749 | – | 205 | +100.0% | 0.00% | – |
TFC | Buy | TRUIST FINL CORP | $7,645 | -14.5% | 224 | +7.7% | 0.00% | 0.0% |
REXR | Sell | REXFORD INDL RLTY INC | $5,445 | +6.8% | 91 | -2.2% | 0.00% | 0.0% |
RIGL | RIGEL PHARMACEUTICALS INC | $13,200 | -12.0% | 10,000 | 0.0% | 0.00% | -50.0% | |
EWL | New | ISHARES INCmsci switzerland | $7,388 | – | 163 | +100.0% | 0.00% | – |
EWU | New | ISHARES TRmsci uk etf new | $7,420 | – | 230 | +100.0% | 0.00% | – |
WRB | Buy | BERKLEY W R CORP | $13,075 | +107.1% | 210 | +141.4% | 0.00% | 0.0% |
RIO | RIO TINTO PLCsponsored adr | $7,821 | -3.6% | 114 | 0.0% | 0.00% | 0.0% | |
RBA | New | RITCHIE BROS AUCTIONEERS | $8,669 | – | 154 | +100.0% | 0.00% | – |
IEX | IDEX CORP | $9,769 | +1.2% | 42 | 0.0% | 0.00% | 0.0% | |
ON | Sell | ON SEMICONDUCTOR CORP | $9,550 | -70.6% | 116 | -77.7% | 0.00% | -75.0% |
PHG | KONINKLIJKE PHILIPS N V | $5,469 | +22.4% | 298 | 0.0% | 0.00% | – | |
BK | Buy | BANK NEW YORK MELLON CORP | $10,134 | +470.9% | 223 | +471.8% | 0.00% | – |
MU | Sell | MICRON TECHNOLOGY INC | $7,978 | -65.2% | 132 | -71.2% | 0.00% | -50.0% |
ROKU | ROKU INC | $7,438 | +61.7% | 113 | 0.0% | 0.00% | – | |
UTHR | UNITED THERAPEUTICS CORP DEL | $13,438 | -19.5% | 60 | 0.0% | 0.00% | -50.0% | |
BWXT | Buy | BWX TECHNOLOGIES INC | $9,094 | +200.3% | 144 | +176.9% | 0.00% | – |
JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $10,156 | – | 186 | +100.0% | 0.00% | – |
HUM | Buy | HUMANA INC | $10,195 | +4.8% | 21 | +10.5% | 0.00% | 0.0% |
HAL | Buy | HALLIBURTON CO | $6,230 | -7.7% | 197 | +14.5% | 0.00% | 0.0% |
VLO | Buy | VALERO ENERGY CORP | $9,577 | +10.3% | 69 | +1.5% | 0.00% | 0.0% |
DLR | Buy | DIGITAL RLTY TR INC | $4,873 | +8601.8% | 50 | +4900.0% | 0.00% | – |
SPGI | S&P GLOBAL INC | $12,102 | +2.9% | 35 | 0.0% | 0.00% | 0.0% | |
BP | Sell | BP PLCsponsored adr | $10,473 | -87.5% | 276 | -88.5% | 0.00% | -88.9% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $5,009 | -6.8% | 19 | 0.0% | 0.00% | 0.0% | |
PCG | Buy | PG&E CORP | $5,919 | +599.6% | 366 | +603.8% | 0.00% | – |
SLM | SLM CORP | $10,532 | -25.4% | 850 | 0.0% | 0.00% | -50.0% | |
CHE | CHEMED CORP NEW | $3,234 | +5.4% | 6 | 0.0% | 0.00% | – | |
CRL | CHARLES RIV LABS INTL INC | $1,211 | -7.3% | 6 | 0.0% | 0.00% | – | |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $4,680 | -10.8% | 240 | -11.8% | 0.00% | -100.0% |
CDAY | CERIDIAN HCM HLDG INC | $367 | +14.3% | 5 | 0.0% | 0.00% | – | |
SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $1,353 | +107.8% | 19 | +46.2% | 0.00% | – |
HAUZ | Exit | DBX ETF TRxtrack intl real | $0 | – | -39 | -100.0% | 0.00% | – |
CNC | CENTENE CORP DEL | $3,477 | -22.9% | 55 | 0.0% | 0.00% | – | |
CTLT | Buy | CATALENT INC | $855 | +216.7% | 13 | +116.7% | 0.00% | – |
SPWR | Exit | SUNPOWER CORP | $0 | – | -200 | -100.0% | 0.00% | – |
SAVA | CASSAVA SCIENCES INC | $1,206 | -18.3% | 50 | 0.0% | 0.00% | – | |
CRI | Buy | CARTERS INC | $5 | +25.0% | 0 | +100.0% | 0.00% | – |
CCL | CARNIVAL CORP | $2,614 | +25.9% | 258 | 0.0% | 0.00% | – | |
SRE | Buy | SEMPRA | $3,554 | +7.2% | 24 | +14.3% | 0.00% | – |
SCI | Sell | SERVICE CORP INTL | $3,672 | -5.8% | 53 | -5.4% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW | $3,351 | -4.0% | 30 | 0.0% | 0.00% | – | |
SITE | New | SITEONE LANDSCAPE SUPPLY INC | $2,875 | – | 21 | +100.0% | 0.00% | – |
SKX | SKECHERS U S A INCcl a | $381 | +13.4% | 8 | 0.0% | 0.00% | – | |
SWKS | SKYWORKS SOLUTIONS INC | $3,996 | +29.7% | 34 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO | $3,331 | -0.7% | 21 | 0.0% | 0.00% | – | |
SOFI | SOFI TECHNOLOGIES INC | $553 | +31.7% | 91 | 0.0% | 0.00% | – | |
WHD | New | CACTUS INCcl a | $2,598 | – | 63 | +100.0% | 0.00% | – |
SON | SONOCO PRODS CO | $1,647 | +0.5% | 27 | 0.0% | 0.00% | – | |
CACI | New | CACI INTL INCcl a | $3,852 | – | 13 | +100.0% | 0.00% | – |
SCCO | SOUTHERN COPPER CORP | $1,556 | +26.3% | 20 | 0.0% | 0.00% | – | |
SPLK | SPLUNK INC | $863 | +11.4% | 9 | 0.0% | 0.00% | – | |
CBT | CABOT CORP | $920 | +14.7% | 12 | 0.0% | 0.00% | – | |
CNA | CNA FINL CORP | $482 | -7.7% | 12 | 0.0% | 0.00% | – | |
STT | STATE STR CORP | $4,239 | -2.4% | 56 | 0.0% | 0.00% | – | |
SUI | SUN CMNTYS INC | $705 | -1.4% | 5 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL | $2,071 | -11.5% | 71 | 0.0% | 0.00% | – | |
AI | C3 AI INCcl a | $3,357 | +200.0% | 100 | 0.0% | 0.00% | – | |
BURL | Sell | BURLINGTON STORES INC | $1,617 | -11.4% | 8 | -11.1% | 0.00% | – |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $955 | +14.6% | 8 | 0.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $824 | +5.6% | 50 | 0.0% | 0.00% | – | |
BRKR | BRUKER CORP | $4,121 | +15.4% | 52 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $259 | +9.7% | 10 | 0.0% | 0.00% | – | |
TFX | TELEFLEX INCORPORATED | $2,029 | +1.5% | 8 | 0.0% | 0.00% | – | |
TXG | 10X GENOMICS INC | $782 | +53.3% | 14 | 0.0% | 0.00% | – | |
VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -76 | -100.0% | 0.00% | – |
BROOKFIELD CORPcl a ltd vt sh | $3,455 | +3.6% | 106 | 0.0% | 0.00% | – | ||
TXT | TEXTRON INC | $3,249 | -0.2% | 46 | 0.0% | 0.00% | – | |
ODP | THE ODP CORP | $2,924 | -1.2% | 65 | 0.0% | 0.00% | – | |
BDN | BRANDYWINE RLTY TRsh ben int new | $27 | -20.6% | 6 | 0.0% | 0.00% | – | |
BXP | Buy | BOSTON PROPERTIES INC | $921 | +127.4% | 17 | +183.3% | 0.00% | – |
BWA | BORGWARNER INC | $1,609 | +22.1% | 33 | 0.0% | 0.00% | – | |
THOUGHTWORKS HOLDING INC | $288 | -27.5% | 39 | 0.0% | 0.00% | – | ||
CURE | Exit | DIREXION SHS ETF TRhealthcare bul | $0 | – | -10 | -100.0% | 0.00% | – |
OWL | BLUE OWL CAPITAL INC | $477 | +4.6% | 43 | 0.0% | 0.00% | – | |
BX | Buy | BLACKSTONE INC | $1,757 | +97.4% | 20 | +66.7% | 0.00% | – |
TW | TRADEWEB MKTS INCcl a | $712 | +21.9% | 9 | 0.0% | 0.00% | – | |
TRU | TRANSUNION | $746 | +9.5% | 12 | 0.0% | 0.00% | – | |
BIVI | New | BIOVIE INCcl a new | $808 | – | 100 | +100.0% | 0.00% | – |
MINN | TRUST FOR PROFESSIONAL MANAGmairs & pwr minn | $4,453 | +2.2% | 200 | 0.0% | 0.00% | – | |
TWLO | TWILIO INCcl a | $1,666 | +36.1% | 25 | 0.0% | 0.00% | – | |
BIIB | BIOGEN INC | $2,781 | +0.4% | 10 | 0.0% | 0.00% | – | |
BIO | BIO RAD LABS INCcl a | $480 | +14.3% | 1 | 0.0% | 0.00% | – | |
UBER | UBER TECHNOLOGIES INC | $2,188 | +28.3% | 69 | 0.0% | 0.00% | – | |
UAA | UNDER ARMOUR INCcl a | $949 | -6.6% | 100 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $853 | -4.4% | 100 | 0.0% | 0.00% | – | |
GOLD | BARRICK GOLD CORP | $2,823 | +8.1% | 152 | 0.0% | 0.00% | – | |
UNFI | UNITED NAT FOODS INC | $396 | -31.8% | 15 | 0.0% | 0.00% | – | |
BOH | Sell | BANK HAWAII CORP | $955 | -49.4% | 18 | -25.0% | 0.00% | – |
USFD | New | US FOODS HLDG CORP | $370 | – | 10 | +100.0% | 0.00% | – |
BKR | BAKER HUGHES COMPANYcl a | $1,126 | -2.3% | 39 | 0.0% | 0.00% | – | |
U | UNITY SOFTWARE INC | $3,601 | +13.5% | 111 | 0.0% | 0.00% | – | |
UHS | UNIVERSAL HLTH SVCS INCcl b | $2,547 | -9.8% | 20 | 0.0% | 0.00% | – | |
UNM | UNUM GROUP | $1,325 | -3.5% | 33 | 0.0% | 0.00% | – | |
UEC | URANIUM ENERGY CORP | $2,880 | -25.8% | 1,000 | 0.0% | 0.00% | – | |
MTN | VAIL RESORTS INC | $1,429 | -1.9% | 6 | 0.0% | 0.00% | – | |
VVV | New | VALVOLINE INC | $3,599 | – | 103 | +100.0% | 0.00% | – |
GDX | VANECK ETF TRUSTgold miners etf | $421 | +12.9% | 13 | 0.0% | 0.00% | – | |
AVY | AVERY DENNISON CORP | $2,030 | -1.1% | 11 | 0.0% | 0.00% | – | |
VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $4,548 | +1.7% | 48 | +100.0% | 0.00% | – |
AGR | Sell | AVANGRID INC | $606 | -46.2% | 15 | -42.3% | 0.00% | – |
AVB | AVALONBAY CMNTYS INC | $673 | +4.2% | 4 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $878 | -24.4% | 1,258 | 0.0% | 0.00% | – | |
ATO | ATMOS ENERGY CORP | $1,461 | +0.3% | 13 | 0.0% | 0.00% | – | |
Sell | ATLASSIAN CORPORATIONcl a | $343 | -98.2% | 2 | -98.7% | 0.00% | -100.0% | |
AIZ | ASSURANT INC | $1,441 | -4.0% | 12 | 0.0% | 0.00% | – | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,976 | -1.9% | 98 | 0.0% | 0.00% | – | |
ASB | ASSOCIATED BANC CORP | $3,596 | -22.1% | 200 | 0.0% | 0.00% | -100.0% | |
ARW | Sell | ARROW ELECTRS INC | $2,123 | +12.8% | 17 | -5.6% | 0.00% | – |
AWI | Buy | ARMSTRONG WORLD INDS INC NEW | $4 | +33.3% | 0 | +100.0% | 0.00% | – |
ARCC | Sell | ARES CAPITAL CORP | $183 | -99.4% | 10 | -99.4% | 0.00% | -100.0% |
ARES | ARES MANAGEMENT CORPORATION | $501 | +21.9% | 6 | 0.0% | 0.00% | – | |
ARMK | ARAMARK | $513 | -13.2% | 14 | 0.0% | 0.00% | – | |
ATR | Buy | APTARGROUP INC | $10 | +11.1% | 0 | +100.0% | 0.00% | – |
VEEV | VEEVA SYS INC | $1,103 | +13.9% | 6 | 0.0% | 0.00% | – | |
VTR | VENTAS INC | $783 | -3.7% | 18 | 0.0% | 0.00% | – | |
APOLLO GLOBAL MGMT INC | $2,022 | -0.9% | 32 | 0.0% | 0.00% | – | ||
AIRC | APARTMENT INCOME REIT CORP | $1,182 | +4.4% | 33 | 0.0% | 0.00% | – | |
Buy | ANNALY CAPITAL MANAGEMENT IN | $1,491 | +14.1% | 78 | +25.8% | 0.00% | – | |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $4,066 | -30.4% | 29 | -34.1% | 0.00% | -100.0% |
AWK | AMERICAN WTR WKS CO INC NEW | $2,556 | -3.5% | 17 | 0.0% | 0.00% | – | |
AIG | AMERICAN INTL GROUP INC | $1,662 | -20.4% | 33 | 0.0% | 0.00% | – | |
AMH | Sell | AMERICAN HOMES 4 RENTcl a | $1,887 | -77.9% | 60 | -78.8% | 0.00% | -100.0% |
VRSN | VERISIGN INC | $1,902 | +2.9% | 9 | 0.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC | $1,446 | +16.0% | 98 | 0.0% | 0.00% | – | |
VRSK | VERISK ANALYTICS INC | $1,535 | +8.8% | 8 | 0.0% | 0.00% | – | |
U HAUL HOLDING COMPANY | $1,402 | -5.5% | 27 | 0.0% | 0.00% | – | ||
VIACA | Buy | PARAMOUNT GLOBAL | $6 | +50.0% | 0 | +100.0% | 0.00% | – |
VIAC | PARAMOUNT GLOBAL | $411 | +32.2% | 18 | 0.0% | 0.00% | – | |
HBI | Exit | HANESBRANDS INC | $0 | – | -80 | -100.0% | 0.00% | – |
VFF | VILLAGE FARMS INTL INC | $166 | -38.1% | 200 | 0.0% | 0.00% | – | |
UHAL | U HAUL HOLDING COMPANY | $179 | -1.1% | 3 | 0.0% | 0.00% | – | |
VST | VISTRA CORP | $672 | +3.4% | 28 | 0.0% | 0.00% | – | |
AMRN | AMARIN CORP PLCspons adr new | $533 | +24.0% | 355 | 0.0% | 0.00% | – | |
VNO | Sell | VORNADO RLTY TRsh ben int | $5 | -81.5% | 0 | -100.0% | 0.00% | – |
VOYA | VOYA FINANCIAL INC | $2,359 | +16.3% | 33 | 0.0% | 0.00% | – | |
WNS | New | WNS HLDGS LTDspon adr | $4,100 | – | 44 | +100.0% | 0.00% | – |
AMAM | New | AMBRX BIOPHARMA INCsponsored ads | $892 | – | 100 | +100.0% | 0.00% | – |
ATUS | ALTICE USA INCcl a | $510 | -25.5% | 149 | 0.0% | 0.00% | – | |
ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $401 | -57.8% | 2 | -50.0% | 0.00% | – |
ALSN | ALLISON TRANSMISSION HLDGS I | $1,041 | +8.8% | 23 | 0.0% | 0.00% | – | |
WAT | WATERS CORP | $1,858 | -9.6% | 6 | 0.0% | 0.00% | – | |
W | WAYFAIR INCcl a | $653 | +4.5% | 19 | 0.0% | 0.00% | – | |
WELL | WELLTOWER INC | $2,739 | +9.4% | 38 | 0.0% | 0.00% | – | |
ALGN | ALIGN TECHNOLOGY INC | $3,676 | +58.4% | 11 | 0.0% | 0.00% | – | |
WU | Sell | WESTERN UN CO | $351 | -46.3% | 31 | -34.0% | 0.00% | – |
WRK | WESTROCK CO | $518 | -13.4% | 17 | 0.0% | 0.00% | – | |
WEX | New | WEX INC | $2,759 | – | 15 | +100.0% | 0.00% | – |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $3,643 | +1151.9% | 29 | +1350.0% | 0.00% | – |
AA | ALCOA CORP | $3,873 | -6.4% | 91 | 0.0% | 0.00% | – | |
WMB | Sell | WILLIAMS COS INC | $866 | -54.6% | 29 | -50.0% | 0.00% | – |
ALK | ALASKA AIR GROUP INC | $546 | -2.2% | 13 | 0.0% | 0.00% | – | |
DGRW | WISDOMTREE TRus qtly div grt | $375 | +3.6% | 6 | 0.0% | 0.00% | – | |
WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $3,253 | – | 145 | +100.0% | 0.00% | – |
WDAY | WORKDAY INCcl a | $3,099 | +23.5% | 15 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC | $665 | -12.5% | 500 | 0.0% | 0.00% | – | |
WH | WYNDHAM HOTELS & RESORTS INC | $1,435 | -4.5% | 21 | 0.0% | 0.00% | – | |
AL | Buy | AIR LEASE CORPcl a | $315 | +17.1% | 8 | +14.3% | 0.00% | – |
XPEV | XPENG INCads | $2,222 | +11.8% | 200 | 0.0% | 0.00% | – | |
YETI | YETI HLDGS INC | $80 | -3.6% | 2 | 0.0% | 0.00% | – | |
A | AGILENT TECHNOLOGIES INC | $1,799 | -7.5% | 13 | 0.0% | 0.00% | – | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,226 | +24.0% | 7 | 0.0% | 0.00% | – | |
ZG | ZILLOW GROUP INCcl a | $569 | +40.1% | 13 | 0.0% | 0.00% | – | |
ZION | Sell | ZIONS BANCORPORATION N A | $638 | -57.2% | 21 | -30.0% | 0.00% | – |
AFRM | AFFIRM HLDGS INC | $372 | +16.6% | 33 | 0.0% | 0.00% | – | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $3,988 | -12.1% | 54 | -19.4% | 0.00% | – |
DOX | AMDOCS LTD | $1,633 | +5.7% | 17 | 0.0% | 0.00% | – | |
BABYLON HLDGS LTD | $306 | -24.4% | 60 | 0.0% | 0.00% | – | ||
ADUS | New | ADDUS HOMECARE CORP | $3,097 | – | 29 | +100.0% | 0.00% | – |
CLVT | CLARIVATE PLC | $423 | +12.8% | 45 | 0.0% | 0.00% | – | |
RE | EVEREST RE GROUP LTD | $825 | +8.1% | 2 | 0.0% | 0.00% | – | |
FN | New | FABRINET | $2,732 | – | 23 | +100.0% | 0.00% | – |
HLF | HERBALIFE NUTRITION LTD | $516 | +8.4% | 32 | 0.0% | 0.00% | – | |
JHG | JANUS HENDERSON GROUP PLC | $773 | +13.3% | 29 | 0.0% | 0.00% | – | |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $293 | – | 2 | +100.0% | 0.00% | – |
JCI | Sell | JOHNSON CTLS INTL PLC | $2,229 | -15.1% | 37 | -9.8% | 0.00% | – |
ASTS | AST SPACEMOBILE INC | $3,810 | +5.4% | 750 | 0.0% | 0.00% | – | |
ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $4,424 | +27.1% | 555 | 0.0% | 0.00% | – | |
APTV | Sell | APTIV PLC | $2,244 | +9.5% | 20 | -9.1% | 0.00% | – |
NVCR | New | NOVOCURE LTD | $2,105 | – | 35 | +100.0% | 0.00% | – |
NVT | NVENT ELECTRIC PLC | $1,074 | +11.6% | 25 | 0.0% | 0.00% | – | |
RNR | RENAISSANCERE HLDGS LTD | $2,614 | +8.8% | 13 | 0.0% | 0.00% | – | |
RPRX | New | ROYALTY PHARMA PLC | $505 | – | 14 | +100.0% | 0.00% | – |
STE | STERIS PLC | $2,296 | +3.6% | 12 | 0.0% | 0.00% | – | |
ATEN | New | A10 NETWORKS INC | $2,680 | – | 173 | +100.0% | 0.00% | – |
WLTW | New | WILLIS TOWERS WATSON PLC LTD | $4,183 | – | 18 | +100.0% | 0.00% | – |
PRGO | PERRIGO CO PLC | $323 | +5.2% | 9 | 0.0% | 0.00% | – | |
ASGN | New | ASGN INC | $2,729 | – | 33 | +100.0% | 0.00% | – |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $4,523 | +11.3% | 100 | 0.0% | 0.00% | – | |
GRMN | GARMIN LTD | $909 | +9.4% | 9 | 0.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY S A | $1,470 | +69.4% | 11 | 0.0% | 0.00% | – | |
New | AMTD DIGITAL INCsponsored ads | $2,800 | – | 400 | +100.0% | 0.00% | – | |
New | FRONTLINE PLC | $332 | – | 20 | +100.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD | $3,842 | +19.9% | 110 | 0.0% | 0.00% | – | |
SSYS | STRATASYS LTD | $496 | +39.3% | 30 | 0.0% | 0.00% | – | |
WIX | WIX COM LTD | $799 | +29.9% | 8 | 0.0% | 0.00% | – | |
LYB | LYONDELLBASELL INDUSTRIES N | $3,879 | +13.1% | 41 | 0.0% | 0.00% | – | |
QGEN | QIAGEN NV | $1,378 | -7.9% | 30 | 0.0% | 0.00% | – | |
FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -170 | -100.0% | 0.00% | – |
IART | INTEGRA LIFESCIENCES HLDGS C | $2,756 | +2.4% | 48 | 0.0% | 0.00% | – | |
UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -79 | -100.0% | 0.00% | – |
PODD | INSULET CORP | $319 | +8.5% | 1 | 0.0% | 0.00% | – | |
IXUS | ISHARES TRcore msci total | $3,222 | +7.0% | 52 | 0.0% | 0.00% | – | |
IBP | New | INSTALLED BLDG PRODS INC | $2,053 | – | 18 | +100.0% | 0.00% | – |
INGR | INGREDION INC | $2,380 | +3.9% | 23 | 0.0% | 0.00% | – | |
AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -2 | -100.0% | 0.00% | – |
INFORMATICA INC | $410 | +0.7% | 25 | 0.0% | 0.00% | – | ||
IBRX | IMMUNITYBIO INC | $210 | -64.0% | 115 | 0.0% | 0.00% | – | |
IAC | IAC INC | $774 | +16.2% | 15 | 0.0% | 0.00% | – | |
H | HYATT HOTELS CORP | $1,230 | +23.6% | 11 | 0.0% | 0.00% | – | |
SUSC | New | ISHARES TResg awre usd etf | $4,696 | – | 204 | +100.0% | 0.00% | – |
HII | HUNTINGTON INGALLS INDS INC | $842 | -10.2% | 4 | 0.0% | 0.00% | – | |
HBAN | HUNTINGTON BANCSHARES INC | $2,610 | -20.5% | 233 | 0.0% | 0.00% | – | |
HPP | New | HUDSON PAC PPTYS INC | $446 | – | 67 | +100.0% | 0.00% | – |
EAGG | New | ISHARES TResg awr us agrgt | $2,596 | – | 54 | +100.0% | 0.00% | – |
ESML | New | ISHARES TResg aware msci | $4,351 | – | 128 | +100.0% | 0.00% | – |
HUBS | Sell | HUBSPOT INC | $429 | -92.6% | 1 | -95.0% | 0.00% | -100.0% |
HLI | New | HOULIHAN LOKEY INCcl a | $3,500 | – | 40 | +100.0% | 0.00% | – |
HLT | HILTON WORLDWIDE HLDGS INC | $1,550 | +11.5% | 11 | 0.0% | 0.00% | – | |
HP | HELMERICH & PAYNE INC | $21 | -25.0% | 1 | 0.0% | 0.00% | – | |
JBGS | New | JBG SMITH PPTYS | $543 | – | 36 | +100.0% | 0.00% | – |
JJSF | New | J & J SNACK FOODS CORP | $2,817 | – | 19 | +100.0% | 0.00% | – |
Buy | HEARTBEAM INC | $4,259 | -22.5% | 1,876 | +66.6% | 0.00% | -100.0% | |
BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $4,356 | – | 90 | +100.0% | 0.00% | – |
GH | Exit | GUARDANT HEALTH INC | $0 | – | -14 | -100.0% | 0.00% | – |
HE | HAWAIIAN ELEC INDUSTRIES | $1,421 | -8.2% | 37 | 0.0% | 0.00% | – | |
JLL | JONES LANG LASALLE INC | $2,328 | -8.7% | 16 | 0.0% | 0.00% | – | |
JMIA | JUMIA TECHNOLOGIES AGsponsored ads | $329 | +2.5% | 100 | 0.0% | 0.00% | – | |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -4 | -100.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $969 | -5.6% | 6 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC | $3,797 | -8.7% | 100 | 0.0% | 0.00% | – | |
KMI | KINDER MORGAN INC DEL | $1,734 | -3.1% | 99 | 0.0% | 0.00% | – | |
KHC | Sell | KRAFT HEINZ CO | $1,000 | -27.4% | 26 | -23.5% | 0.00% | – |
HLNE | New | HAMILTON LANE INCcl a | $2,812 | – | 38 | +100.0% | 0.00% | – |
Sell | KYNDRYL HLDGS INC | $1,905 | -66.7% | 129 | -74.9% | 0.00% | -100.0% | |
LEG | Sell | LEGGETT & PLATT INC | $993 | -80.7% | 31 | -80.6% | 0.00% | -100.0% |
LMND | LEMONADE INC | $3,637 | +4.3% | 255 | 0.0% | 0.00% | – | |
LEN | LENNAR CORPcl a | $2,628 | +16.2% | 25 | 0.0% | 0.00% | – | |
LBRDK | LIBERTY BROADBAND CORP | $1,063 | +7.2% | 13 | 0.0% | 0.00% | – | |
LSXMK | New | LIBERTY MEDIA CORP DEL | $336 | – | 12 | +100.0% | 0.00% | – |
FWONK | LIBERTY MEDIA CORP DEL | $2,096 | +25.2% | 28 | 0.0% | 0.00% | – | |
FWONA | LIBERTY MEDIA CORP DEL | $1,013 | +26.5% | 15 | 0.0% | 0.00% | – | |
BETZ | LISTED FD TRroundhill sports | $17 | +21.4% | 1 | 0.0% | 0.00% | – | |
HCA | HCA HEALTHCARE INC | $4,251 | +9.9% | 16 | 0.0% | 0.00% | – | |
HF SINCLAIR CORP | $1,077 | -6.7% | 22 | 0.0% | 0.00% | – | ||
GWRE | GUIDEWIRE SOFTWARE INC | $903 | +31.2% | 11 | 0.0% | 0.00% | – | |
LUCID GROUP INC | $4,680 | +17.7% | 582 | 0.0% | 0.00% | – | ||
LOPE | New | GRAND CANYON ED INC | $3,873 | – | 34 | +100.0% | 0.00% | – |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $455 | -13.2% | 171 | +71.0% | 0.00% | – |
LITE | LUMENTUM HLDGS INC | $811 | +3.6% | 15 | 0.0% | 0.00% | – | |
LYFT | LYFT INC | $38 | -13.6% | 4 | 0.0% | 0.00% | – | |
MGM | MGM RESORTS INTERNATIONAL | $4,843 | +32.5% | 109 | 0.0% | 0.00% | – | |
MSCI | MSCI INC | $2,239 | +20.3% | 4 | 0.0% | 0.00% | – | |
MRO | Sell | MARATHON OIL CORP | $1,965 | -37.4% | 82 | -29.3% | 0.00% | – |
LIT | GLOBAL X FDSlithium btry etf | $1,640 | +9.3% | 26 | 0.0% | 0.00% | – | |
GPN | GLOBAL PMTS INC | $3,818 | +6.1% | 36 | 0.0% | 0.00% | – | |
GSAT | GLOBALSTAR INC | $348 | -12.8% | 300 | 0.0% | 0.00% | – | |
LAND | GLADSTONE LD CORP | $117 | -8.6% | 7 | 0.0% | 0.00% | – | |
MRVL | Sell | MARVELL TECHNOLOGY INC | $1,559 | -76.1% | 36 | -79.5% | 0.00% | -100.0% |
MASTERBRAND INC | $169 | +6.3% | 21 | 0.0% | 0.00% | – | ||
MTCH | Sell | MATCH GROUP INC NEW | $960 | -22.9% | 25 | -16.7% | 0.00% | – |
MKC | MCCORMICK & CO INC | $999 | +0.4% | 12 | 0.0% | 0.00% | – | |
GPS | GAP INC | $492 | -11.0% | 49 | 0.0% | 0.00% | – | |
GLPI | GAMING & LEISURE PPTYS INC | $1,614 | -0.1% | 31 | 0.0% | 0.00% | – | |
MEDP | New | MEDPACE HLDGS INC | $2,633 | – | 14 | +100.0% | 0.00% | – |
BEN | FRANKLIN RESOURCES INC | $2,344 | +2.1% | 87 | 0.0% | 0.00% | – | |
MTD | METTLER TOLEDO INTERNATIONAL | $1,531 | +6.0% | 1 | 0.0% | 0.00% | – | |
FBHS | FORTUNE BRANDS INNOVATIONS I | $1,234 | +2.9% | 21 | 0.0% | 0.00% | – | |
MVIS | MICROVISION INC DEL | $259 | +13.6% | 97 | 0.0% | 0.00% | – | |
FL | Buy | FOOT LOCKER INC | $7 | 0.0% | 0 | +100.0% | 0.00% | – |
FLUENCE ENERGY INC | $1,317 | +18.1% | 65 | 0.0% | 0.00% | – | ||
FLO | FLOWERS FOODS INC | $658 | -4.6% | 24 | 0.0% | 0.00% | – | |
MC | MOELIS & COcl a | $2,153 | +0.2% | 56 | 0.0% | 0.00% | – | |
MHK | MOHAWK INDS INC | $401 | -2.0% | 4 | 0.0% | 0.00% | – | |
MOH | New | MOLINA HEALTHCARE INC | $535 | – | 2 | +100.0% | 0.00% | – |
FND | FLOOR & DECOR HLDGS INCcl a | $688 | +41.3% | 7 | 0.0% | 0.00% | – | |
MDB | MONGODB INCcl a | $933 | +18.6% | 4 | 0.0% | 0.00% | – | |
MPWR | Sell | MONOLITHIC PWR SYS INC | $4,570 | +6.6% | 9 | -25.0% | 0.00% | – |
MNST | Buy | MONSTER BEVERAGE CORP NEW | $3,781 | +6.4% | 70 | +100.0% | 0.00% | – |
FIVN | FIVE9 INC | $507 | +6.7% | 7 | 0.0% | 0.00% | – | |
New | FIRSTCASH HOLDINGS INC | $3,815 | – | 40 | +100.0% | 0.00% | – | |
MSI | MOTOROLA SOLUTIONS INC | $4,662 | +11.3% | 16 | 0.0% | 0.00% | – | |
NCR | NCR CORP NEW | $472 | +0.9% | 20 | 0.0% | 0.00% | – | |
NVEE | New | NV5 GLOBAL INC | $2,808 | – | 27 | +100.0% | 0.00% | – |
NOV | NOV INC | $297 | -11.1% | 16 | 0.0% | 0.00% | – | |
NDAQ | NASDAQ INC | $2,981 | -10.9% | 55 | 0.0% | 0.00% | – | |
NTRA | NATERA INC | $667 | +38.4% | 12 | 0.0% | 0.00% | – | |
FRC | Sell | FIRST REP BK SAN FRANCISCO C | $354 | -93.0% | 25 | -39.0% | 0.00% | -100.0% |
FHN | Buy | FIRST HORIZON CORPORATION | $2,127 | +1.8% | 120 | +41.2% | 0.00% | – |
NPCE | NEUROPACE INC | $1,949 | +211.3% | 420 | 0.0% | 0.00% | – | |
NRZ | Buy | RITHM CAPITAL CORP | $1 | – | 0 | +100.0% | 0.00% | – |
New | NEW YORK MTG TR INC | $100 | – | 10 | +100.0% | 0.00% | – | |
NYT | NEW YORK TIMES COcl a | $4,511 | +19.8% | 116 | 0.0% | 0.00% | – | |
NEM | NEWMONT CORP | $1,011 | +3.9% | 21 | 0.0% | 0.00% | – | |
NWS | NEWS CORP NEWcl b | $384 | -5.4% | 22 | 0.0% | 0.00% | – | |
FAF | Buy | FIRST AMERN FINL CORP | $4,634 | +622.9% | 83 | +591.7% | 0.00% | – |
NOK | NOKIA CORPsponsored adr | $491 | +5.8% | 100 | 0.0% | 0.00% | – | |
FDS | FACTSET RESH SYS INC | $2,101 | +3.7% | 5 | 0.0% | 0.00% | – | |
FMC | FMC CORP | $2,580 | -2.1% | 21 | 0.0% | 0.00% | – | |
EXR | EXTRA SPACE STORAGE INC | $326 | +10.9% | 2 | 0.0% | 0.00% | – | |
EXPD | EXPEDITORS INTL WASH INC | $992 | +6.1% | 9 | 0.0% | 0.00% | – | |
OKTA | OKTA INCcl a | $2,156 | +26.2% | 25 | 0.0% | 0.00% | – | |
ORI | Sell | OLD REP INTL CORP | $4,673 | -49.9% | 187 | -51.6% | 0.00% | -100.0% |
OMC | OMNICOM GROUP INC | $755 | +15.6% | 8 | 0.0% | 0.00% | – | |
EXPE | EXPEDIA GROUP INC | $777 | +10.8% | 8 | 0.0% | 0.00% | – | |
OKE | ONEOK INC NEW | $2,231 | -2.3% | 35 | 0.0% | 0.00% | – | |
ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $384 | +18.5% | 7 | 0.0% | 0.00% | – | |
OGN | Buy | ORGANON & CO | $2,731 | -5.1% | 116 | +12.6% | 0.00% | – |
OSK | OSHKOSH CORP | $4,385 | -5.5% | 53 | 0.0% | 0.00% | -100.0% | |
EVRI | EVERI HLDGS INC | $121 | +21.0% | 7 | 0.0% | 0.00% | – | |
OC | OWENS CORNING NEW | $2,204 | +12.3% | 23 | 0.0% | 0.00% | – | |
FRO | Exit | FRONTLINE LTD | $0 | – | -20 | -100.0% | 0.00% | – |
EEFT | EURONET WORLDWIDE INC | $1,343 | +18.5% | 12 | 0.0% | 0.00% | – | |
ESS | ESSEX PPTY TR INC | $1,754 | -0.6% | 8 | 0.0% | 0.00% | – | |
COWZ | Sell | PACER FDS TRus cash cows 100 | $4,836 | -83.3% | 103 | -83.5% | 0.00% | -100.0% |
PKG | PACKAGING CORP AMER | $1,744 | +8.5% | 13 | 0.0% | 0.00% | – | |
PLTR | PALANTIR TECHNOLOGIES INCcl a | $288 | +32.1% | 34 | 0.0% | 0.00% | – | |
PZZA | New | PAPA JOHNS INTL INC | $2,398 | – | 32 | +100.0% | 0.00% | – |
EQH | EQUITABLE HLDGS INC | $1,727 | -11.5% | 68 | 0.0% | 0.00% | – | |
PEAR THERAPEUTICS INC | $1,148 | -78.4% | 4,500 | 0.0% | 0.00% | -100.0% | ||
PEGA | PEGASYSTEMS INC | $582 | +41.6% | 12 | 0.0% | 0.00% | – | |
PTON | PELOTON INTERACTIVE INC | $329 | +43.0% | 29 | 0.0% | 0.00% | – | |
PEN | PENUMBRA INC | $837 | +25.5% | 3 | 0.0% | 0.00% | – | |
EFX | EQUIFAX INC | $3,043 | +4.4% | 15 | 0.0% | 0.00% | – | |
PKI | PERKINELMER INC | $3,073 | -4.9% | 23 | 0.0% | 0.00% | – | |
PLUS | New | EPLUS INC | $2,698 | – | 55 | +100.0% | 0.00% | – |
EPAM | EPAM SYS INC | $598 | -8.7% | 2 | 0.0% | 0.00% | – | |
New | ENERGY VAULT HOLDINGS INC | $161 | – | 75 | +100.0% | 0.00% | – | |
ESRT | EMPIRE ST RLTY TR INCcl a | $7 | +16.7% | 1 | 0.0% | 0.00% | – | |
Sell | EMBECTA CORP | $57 | -25.0% | 2 | -33.3% | 0.00% | – | |
PINS | PINTEREST INCcl a | $737 | +12.3% | 27 | 0.0% | 0.00% | – | |
PLTK | PLAYTIKA HLDG CORP | $530 | +32.5% | 47 | 0.0% | 0.00% | – | |
BPOP | POPULAR INC | $4,019 | -13.4% | 70 | 0.0% | 0.00% | -100.0% | |
PBH | New | PRESTIGE CONSMR HEALTHCARE I | $3,570 | – | 57 | +100.0% | 0.00% | – |
PRI | New | PRIMERICA INC | $3,273 | – | 19 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC | $292 | – | 31 | +100.0% | 0.00% | – |
EW | EDWARDS LIFESCIENCES CORP | $3,227 | +10.9% | 39 | 0.0% | 0.00% | – | |
PCOR | PROCORE TECHNOLOGIES INC | $564 | +32.7% | 9 | 0.0% | 0.00% | – | |
PRG | New | PROG HOLDINGS INC | $1,904 | – | 80 | +100.0% | 0.00% | – |
PGNY | New | PROGYNY INC | $1,831 | – | 57 | +100.0% | 0.00% | – |
ZEST | BITNILE METAVERSE INC | $71 | -48.6% | 600 | 0.0% | 0.00% | – | |
EQT | EQT CORP | $734 | -5.7% | 23 | 0.0% | 0.00% | – | |
PHM | PULTE GROUP INC | $2,159 | +28.0% | 37 | 0.0% | 0.00% | – | |
PSTG | PURE STORAGE INCcl a | $179 | -4.3% | 7 | 0.0% | 0.00% | – | |
DT | DYNATRACE INC | $381 | +10.4% | 9 | 0.0% | 0.00% | – | |
New | RXO INC | $511 | – | 26 | +100.0% | 0.00% | – | |
RL | RALPH LAUREN CORPcl a | $242 | +10.5% | 2 | 0.0% | 0.00% | – | |
RJF | Buy | RAYMOND JAMES FINL INC | $3,131 | -12.5% | 34 | +3.0% | 0.00% | – |
Exit | VOLTA INC | $0 | – | -100 | -100.0% | 0.00% | – | |
DNB | DUN & BRADSTREET HLDGS INC | $470 | -4.1% | 40 | 0.0% | 0.00% | – | |
DRAFTKINGS INC NEW | $1,936 | +70.0% | 100 | 0.0% | 0.00% | – | ||
DEI | DOUGLAS EMMETT INC | $9 | -18.2% | 1 | 0.0% | 0.00% | – | |
REG | REGENCY CTRS CORP | $1,836 | -2.1% | 30 | 0.0% | 0.00% | – | |
RSG | Sell | REPUBLIC SVCS INC | $812 | -70.0% | 6 | -71.4% | 0.00% | – |
New | RESHAPE LIFESCIENCES INC | $707 | – | 275 | +100.0% | 0.00% | – | |
RMD | RESMED INC | $1,314 | +5.2% | 6 | 0.0% | 0.00% | – | |
BILL | Exit | BILL COM HLDGS INC | $0 | – | -2 | -100.0% | 0.00% | – |
RVNC | REVANCE THERAPEUTICS INC | $1,224 | +74.6% | 38 | 0.0% | 0.00% | – | |
RNG | RINGCENTRAL INCcl a | $338 | -13.1% | 11 | 0.0% | 0.00% | – | |
RAD | RITE AID CORP | $23 | -30.3% | 10 | 0.0% | 0.00% | – | |
RHI | ROBERT HALF INTL INC | $2,071 | +9.2% | 26 | 0.0% | 0.00% | – | |
ROBINHOOD MKTS INC | $195 | +19.6% | 20 | 0.0% | 0.00% | – | ||
RBLX | ROBLOX CORPcl a | $1,485 | +58.1% | 33 | 0.0% | 0.00% | – | |
DASH | Sell | DOORDASH INCcl a | $1,081 | +16.5% | 17 | -10.5% | 0.00% | – |
ROL | ROLLINS INC | $1,132 | +2.7% | 30 | 0.0% | 0.00% | – | |
ROP | ROPER TECHNOLOGIES INC | $3,980 | +2.0% | 9 | 0.0% | 0.00% | – | |
DPZ | DOMINOS PIZZA INC | $1,324 | -4.7% | 4 | 0.0% | 0.00% | – | |
DOCU | DOCUSIGN INC | $1,225 | +5.2% | 21 | 0.0% | 0.00% | – | |
Buy | SL GREEN RLTY CORP | $683 | +84.1% | 29 | +163.6% | 0.00% | – | |
DXCM | DEXCOM INC | $2,556 | +2.6% | 22 | 0.0% | 0.00% | – | |
DDOG | Sell | DATADOG INC | $872 | -86.2% | 12 | -86.0% | 0.00% | -100.0% |
SLYG | SPDR SER TRs&p 600 smcp grw | $222 | +2.3% | 3 | 0.0% | 0.00% | – | |
DNMR | DANIMER SCIENTIFIC INC | $345 | +92.7% | 100 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $2,173 | -3.5% | 85 | 0.0% | 0.00% | – | |
SPIB | Sell | SPDR SER TRportfolio intrmd | $130 | -98.3% | 4 | -98.3% | 0.00% | -100.0% |
CCK | Sell | CROWN HLDGS INC | $348 | -97.5% | 4 | -97.7% | 0.00% | -100.0% |
CACC | CREDIT ACCEP CORP MICH | $437 | -7.8% | 1 | 0.0% | 0.00% | – | |
XSD | SPDR SER TRs&p semicndctr | $626 | +24.7% | 3 | 0.0% | 0.00% | – | |
COTY | COTY INC | $652 | +41.1% | 54 | 0.0% | 0.00% | – | |
CSGP | Sell | COSTAR GROUP INC | $3,168 | -14.6% | 46 | -4.2% | 0.00% | – |
ED | CONSOLIDATED EDISON INC | $2,679 | +0.4% | 28 | 0.0% | 0.00% | – | |
TFI | New | SPDR SER TRnuveen blmbrg mu | $188 | – | 4 | +100.0% | 0.00% | – |
ECON | COLUMBIA ETF TR IIemrg markets etf | $3,153 | +3.9% | 154 | 0.0% | 0.00% | – | |
COLB | New | COLUMBIA BKG SYS INC | $1,007 | – | 47 | +100.0% | 0.00% | – |
CIGI | New | COLLIERS INTL GROUP INC | $3,589 | – | 34 | +100.0% | 0.00% | – |
COIN | Sell | COINBASE GLOBAL INC | $811 | -61.2% | 12 | -79.7% | 0.00% | – |
SAP | SAP SEspon adr | $4,683 | +22.7% | 37 | 0.0% | 0.00% | – | |
CGNX | Buy | COGNEX CORP | $1 | – | 0 | +100.0% | 0.00% | – |
CCOI | New | COGENT COMMUNICATIONS HLDGS | $2,995 | – | 47 | +100.0% | 0.00% | – |
CLOV | Buy | CLOVER HEALTH INVESTMENTS CO | $25 | +25.0% | 29 | +38.1% | 0.00% | – |
CLF | CLEVELAND-CLIFFS INC NEW | $3,941 | +13.8% | 215 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC | $1,519 | -22.8% | 50 | 0.0% | 0.00% | – | |
CINF | Sell | CINCINNATI FINL CORP | $1,621 | +2.4% | 14 | -6.7% | 0.00% | – |
CMG | CHIPOTLE MEXICAN GRILL INC | $3,417 | +23.1% | 2 | 0.0% | 0.00% | – | |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $4,134 | -47.2% | 85 | -49.4% | 0.00% | -100.0% |
PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -120 | -100.0% | 0.00% | – |
VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -31 | -100.0% | 0.00% | – |
SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -200 | -100.0% | 0.00% | – |
EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -123 | -100.0% | 0.00% | – |
NYMT | Exit | NEW YORK MTG TR INC | $0 | – | -41 | -100.0% | 0.00% | – |
SE | Exit | SEA LTDsponsord ads | $0 | – | -16 | -100.0% | 0.00% | – |
Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -28 | -100.0% | 0.00% | – | |
XRX | Exit | XEROX HOLDINGS CORP | $0 | – | -4 | -100.0% | 0.00% | – |
RSX | Exit | VANECK ETF TRUSTvaneck russia et | $0 | – | -10 | -100.0% | 0.00% | – |
GLOB | Exit | GLOBANT S A | $0 | – | -2 | -100.0% | 0.00% | – |
SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -58 | -100.0% | 0.00% | – |
SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -3 | -100.0% | 0.00% | – |
APA | Exit | APA CORPORATION | $0 | – | -13 | -100.0% | 0.00% | – |
VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -37 | -100.0% | 0.00% | – |
NLOK | Exit | GEN DIGITAL INC | $0 | – | -13 | -100.0% | 0.00% | – |
FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -90 | -100.0% | 0.00% | – |
SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -56 | -100.0% | 0.00% | – |
IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -11 | -100.0% | 0.00% | – |
NTNX | Exit | NUTANIX INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
NS | Exit | NUSTAR ENERGY LP | $0 | – | -218 | -100.0% | 0.00% | – |
DOCN | Exit | DIGITALOCEAN HLDGS INC | $0 | – | -156 | -100.0% | 0.00% | – |
OMCL | Exit | OMNICELL COM | $0 | – | -70 | -100.0% | 0.00% | – |
ACWI | ISHARES TRmsci acwi etf | $274 | +7.5% | 3 | 0.0% | 0.00% | – | |
IWP | New | ISHARES TRrus md cp gr etf | $2,186 | – | 24 | +100.0% | 0.00% | – |
FXI | ISHARES TRchina lg-cap etf | $3,246 | +4.3% | 110 | 0.0% | 0.00% | – | |
PXH | Exit | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | -195 | -100.0% | 0.00% | – |
EEMA | New | ISHARES INCmsci em asia etf | $2,393 | – | 36 | +100.0% | 0.00% | – |
IQV | Buy | IQVIA HLDGS INC | $1,592 | +29.5% | 8 | +33.3% | 0.00% | – |
NVTA | INVITAE CORP | $608 | -27.4% | 450 | 0.0% | 0.00% | – | |
PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $267 | +3.5% | 5 | 0.0% | 0.00% | – | |
SLV | ISHARES SILVER TRishares | $2,412 | +0.5% | 109 | 0.0% | 0.00% | – | |
PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,839 | +5.4% | 95 | 0.0% | 0.00% | – | |
IBKR | INTERACTIVE BROKERS GROUP IN | $1,077 | +14.1% | 13 | 0.0% | 0.00% | – | |
COWN | Exit | COWEN INCcl a new | $0 | – | -250 | -100.0% | -0.00% | – |
CLH | Exit | CLEAN HARBORS INC | $0 | – | -115 | -100.0% | -0.00% | – |
IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -39 | -100.0% | -0.00% | – |
HASI | Exit | HANNON ARMSTRONG SUST INFR C | $0 | – | -270 | -100.0% | -0.00% | – |
GPK | Exit | GRAPHIC PACKAGING HLDG CO | $0 | – | -427 | -100.0% | -0.00% | – |
VFC | Exit | V F CORP | $0 | – | -248 | -100.0% | -0.00% | – |
XT | Exit | ISHARES TRexponential tech | $0 | – | -194 | -100.0% | -0.00% | – |
AVA | Exit | AVISTA CORP | $0 | – | -200 | -100.0% | -0.00% | – |
FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -118 | -100.0% | -0.00% | – |
MP | Exit | MP MATERIALS CORP | $0 | – | -302 | -100.0% | -0.00% | – |
FCNCA | Exit | FIRST CTZNS BANCSHARES INC Ncl a | $0 | – | -15 | -100.0% | -0.00% | – |
CNRG | Exit | SPDR SER TRs&p kensho clean | $0 | – | -74 | -100.0% | -0.00% | – |
SCHN | Exit | SCHNITZER STEEL INDS INCcl a | $0 | – | -200 | -100.0% | -0.00% | – |
MRTN | Exit | MARTEN TRANS LTD | $0 | – | -280 | -100.0% | -0.00% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -136 | -100.0% | -0.00% | – |
IAA | Exit | IAA INC | $0 | – | -295 | -100.0% | -0.00% | – |
SAND | Exit | SANDSTORM GOLD LTD | $0 | – | -2,000 | -100.0% | -0.00% | – |
MERC | Exit | MERCER INTL INC | $0 | – | -832 | -100.0% | -0.00% | – |
IDNA | Exit | ISHARES TRgenomics immun | $0 | – | -279 | -100.0% | -0.00% | – |
KNX | Exit | KNIGHT-SWIFT TRANSN HLDGS INcl a | $0 | – | -245 | -100.0% | -0.00% | – |
AEIS | Exit | ADVANCED ENERGY INDS | $0 | – | -150 | -100.0% | -0.00% | – |
Exit | PERION NETWORK LTD | $0 | – | -520 | -100.0% | -0.00% | – | |
IDRV | Exit | ISHARES TRself drivng ev | $0 | – | -238 | -100.0% | -0.00% | – |
GIB | Exit | CGI INCcl a sub vtg | $0 | – | -112 | -100.0% | -0.00% | – |
BTAL | Exit | AGF INVTS TRagfiq us mk anti | $0 | – | -488 | -100.0% | -0.00% | – |
Exit | TIDAL ETF TRresidential reit | $0 | – | -614 | -100.0% | -0.00% | – | |
ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -304 | -100.0% | -0.00% | – |
AR | Exit | ANTERO RESOURCES CORP | $0 | – | -678 | -100.0% | -0.00% | – |
STOR | Exit | STORE CAP CORP | $0 | – | -574 | -100.0% | -0.00% | – |
LKQ | Exit | LKQ CORP | $0 | – | -376 | -100.0% | -0.00% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -408 | -100.0% | -0.00% | – |
PIPR | Exit | PIPER SANDLER COMPANIES | $0 | – | -191 | -100.0% | -0.00% | – |
BERY | Exit | BERRY GLOBAL GROUP INC | $0 | – | -428 | -100.0% | -0.00% | – |
NIO | Exit | NIO INCspon ads | $0 | – | -2,498 | -100.0% | -0.00% | – |
PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -569 | -100.0% | -0.00% | – |
FIBK | Exit | FIRST INTST BANCSYSTEM INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -710 | -100.0% | -0.00% | – |
ET | Exit | ENERGY TRANSFER L P | $0 | – | -3,307 | -100.0% | -0.00% | – |
THCX | Exit | SPINNAKER ETF SERIEScannabis etf | $0 | – | -13,000 | -100.0% | -0.00% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -522 | -100.0% | -0.01% | – |
XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -3,351 | -100.0% | -0.01% | – |
LIN | Exit | LINDE PLC | $0 | – | -279 | -100.0% | -0.01% | – |
BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -3,740 | -100.0% | -0.02% | – |
SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -219,997 | -100.0% | -0.69% | – |
URTH | Exit | ISHARES INCmsci world etf | $0 | – | -68,955 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.