BerganKDV Wealth Management, LLC - Q1 2023 holdings

$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 BuySCHWAB STRATEGIC TRint-trm u.s tres$89,300,092
+9.8%
1,770,773
+7.2%
9.20%
+4.4%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$55,527,306
+4.0%
1,595,612
-3.7%
5.72%
-1.1%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$35,928,303
+6.9%
471,314
+5.4%
3.70%
+1.6%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$34,043,279
+1.4%
221,046
+0.0%
3.51%
-3.6%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$32,180,866
+5.4%
767,490
+1.9%
3.32%
+0.2%
IEFA BuyISHARES TRcore msci eafe$31,722,389
+12.7%
474,531
+3.9%
3.27%
+7.2%
IEMG BuyISHARES INCcore msci emkt$26,594,837
+23789.2%
545,088
+22764.4%
2.74%
+22733.3%
AAPL BuyAPPLE INC$23,921,615
+27.2%
145,067
+0.2%
2.46%
+21.0%
CMBS BuyISHARES TRcmbs etf$22,975,542
+6.4%
497,439
+5.8%
2.37%
+1.2%
VOO BuyVANGUARD INDEX FDS$22,660,015
+11.7%
60,255
+4.3%
2.34%
+6.2%
AGG SellISHARES TRcore us aggbd et$21,055,259
+2.0%
211,313
-0.7%
2.17%
-3.0%
STIP NewISHARES TR0-5 yr tips etf$20,055,971202,116
+100.0%
2.07%
MBB BuyISHARES TRmbs etf$18,990,025
+4.4%
200,465
+2.2%
1.96%
-0.7%
SCHM BuySCHWAB STRATEGIC TRus mid-cap etf$17,056,836
+4.0%
251,390
+0.5%
1.76%
-1.2%
IJR BuyISHARES TRcore s&p scp etf$15,585,239
+11.8%
161,171
+9.4%
1.61%
+6.3%
SLYV SellSPDR SER TRs&p 600 smcp val$13,611,117
+1.7%
178,670
-0.9%
1.40%
-3.4%
VO BuyVANGUARD INDEX FDSmid cap etf$13,363,851
+10.6%
63,360
+6.9%
1.38%
+5.2%
MSFT BuyMICROSOFT CORP$11,862,650
+24.9%
41,147
+3.9%
1.22%
+18.8%
UNH SellUNITEDHEALTH GROUP INC$11,854,826
-13.6%
25,085
-3.1%
1.22%
-17.9%
SPEM BuySPDR INDEX SHS FDSportfolio emg mk$11,133,265
+11.7%
326,202
+7.9%
1.15%
+6.2%
VTV BuyVANGUARD INDEX FDSvalue etf$10,885,997
+0.8%
78,821
+2.4%
1.12%
-4.2%
VGT BuyVANGUARD WORLD FDSinf tech etf$10,519,216
+22.2%
27,289
+1.3%
1.08%
+16.2%
DEF BuyINVESCO EXCH TRD SLF IDX FDdefensive eqty$10,397,898
+2.2%
154,514
+1.0%
1.07%
-2.8%
MDT BuyMEDTRONIC PLC$8,128,285
+77.4%
100,822
+71.1%
0.84%
+68.4%
SPHQ BuyINVESCO EXCHANGE TRADED FD Ts&p500 quality$8,120,891
+9.0%
171,616
+1.4%
0.84%
+3.6%
CMI BuyCUMMINS INC$7,509,982
+1.4%
31,438
+2.9%
0.77%
-3.5%
JNJ BuyJOHNSON & JOHNSON$7,105,924
-10.4%
45,845
+2.1%
0.73%
-14.9%
KO BuyCOCA COLA CO$7,076,007
+0.6%
114,074
+3.2%
0.73%
-4.3%
ISTB SellISHARES TRcore 1 5 yr usd$7,053,696
+0.1%
149,585
-1.4%
0.73%
-4.8%
HON BuyHONEYWELL INTL INC$7,011,703
-7.7%
36,687
+3.5%
0.72%
-12.3%
RYH SellINVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$6,879,287
-0.6%
23,585
-1.7%
0.71%
-5.5%
BIV BuyVANGUARD BD INDEX FDSintermed term$6,732,646
+13.5%
87,733
+9.9%
0.69%
+7.9%
PG BuyPROCTER AND GAMBLE CO$6,598,369
+0.8%
44,377
+2.7%
0.68%
-4.2%
TXN BuyTEXAS INSTRS INC$6,561,776
+21.6%
35,276
+8.0%
0.68%
+15.6%
SBUX BuySTARBUCKS CORP$6,061,639
+9.6%
58,212
+4.4%
0.62%
+4.3%
LOW BuyLOWES COS INC$5,982,208
+6.3%
29,916
+6.0%
0.62%
+1.0%
GOVT SellISHARES TRus treas bd etf$5,955,196
-20.2%
254,713
-22.4%
0.61%
-24.0%
AOS BuySMITH A O CORP$5,887,619
+30.4%
85,143
+7.9%
0.61%
+23.9%
CB BuyCHUBB LIMITED$5,704,526
-8.1%
29,378
+4.4%
0.59%
-12.6%
ADP BuyAUTOMATIC DATA PROCESSING IN$5,522,320
-0.8%
24,805
+6.4%
0.57%
-5.6%
V BuyVISA INC$5,469,021
+17.1%
24,257
+7.9%
0.56%
+11.3%
DOV BuyDOVER CORP$5,362,296
+19.6%
35,292
+6.6%
0.55%
+13.8%
WFC SellWELLS FARGO CO NEW$5,368,918
-9.5%
143,631
-0.0%
0.55%
-14.0%
BOND BuyPIMCO ETF TRactive bd etf$5,313,389
+11.1%
57,284
+8.4%
0.55%
+5.6%
JPM BuyJPMORGAN CHASE & CO$5,298,984
+2.9%
40,664
+5.9%
0.55%
-2.2%
TGT SellTARGET CORP$4,842,332
+9.3%
29,236
-1.7%
0.50%
+4.0%
TT BuyTRANE TECHNOLOGIES PLC$4,784,952
+9.6%
26,008
+0.1%
0.49%
+4.2%
LMT BuyLOCKHEED MARTIN CORP$4,754,723
+1.7%
10,058
+4.7%
0.49%
-3.4%
TRV BuyTRAVELERS COMPANIES INC$4,564,056
-4.2%
26,627
+4.8%
0.47%
-8.9%
PPG BuyPPG INDS INC$4,501,140
+12.4%
33,696
+5.8%
0.46%
+6.9%
DFS BuyDISCOVER FINL SVCS$4,474,335
+7.7%
45,268
+6.6%
0.46%
+2.4%
AMZN BuyAMAZON COM INC$4,388,896
+26.5%
42,491
+2.9%
0.45%
+20.2%
BLV BuyVANGUARD BD INDEX FDSlong term bond$4,345,528
+76.2%
56,701
+66.6%
0.45%
+67.8%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$4,258,688
+17.0%
65,347
-0.2%
0.44%
+11.4%
VZ BuyVERIZON COMMUNICATIONS INC$4,240,782
+10.9%
109,046
+12.3%
0.44%
+5.3%
NUBD BuyNUSHARES ETF TRnuveen esg us$4,151,152
+18.1%
185,738
+15.1%
0.43%
+12.3%
AEP BuyAMERICAN ELEC PWR CO INC$4,140,103
+1.2%
45,501
+5.6%
0.43%
-3.6%
WMT BuyWALMART INC$3,979,339
+11.5%
26,988
+7.3%
0.41%
+5.9%
GAB  GABELLI EQUITY TR INC$3,573,231
+4.7%
622,5140.0%0.37%
-0.5%
AVGO BuyBROADCOM INC$3,547,519
+16.7%
5,530
+1.7%
0.37%
+10.9%
GIS BuyGENERAL MLS INC$3,397,850
+2.5%
39,760
+0.6%
0.35%
-2.5%
MRK SellMERCK & CO INC$3,224,110
-6.5%
30,305
-2.5%
0.33%
-11.2%
IVV SellISHARES TRcore s&p500 etf$3,157,172
+6.4%
7,680
-0.6%
0.32%
+0.9%
ABT BuyABBOTT LABS$3,117,621
-7.4%
30,788
+0.5%
0.32%
-12.1%
CSCO BuyCISCO SYS INC$3,119,366
+11.7%
59,672
+1.8%
0.32%
+5.9%
INTC BuyINTEL CORP$2,863,830
+39.8%
87,659
+13.1%
0.30%
+32.9%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$2,851,491
-0.9%
9,235
-0.8%
0.29%
-5.8%
PEP BuyPEPSICO INC$2,799,629
+38.1%
15,357
+36.8%
0.29%
+30.9%
GOOG BuyALPHABET INCcap stk cl c$2,734,414
+19.8%
26,292
+2.2%
0.28%
+14.2%
PFE BuyPFIZER INC$2,707,898
-19.7%
66,370
+0.8%
0.28%
-23.8%
XOM BuyEXXON MOBIL CORP$2,625,998
+1.9%
23,947
+2.5%
0.27%
-2.9%
IGSB BuyISHARES TR$2,560,458
+12195.1%
50,662
+12020.1%
0.26%
+13100.0%
CMCSA BuyCOMCAST CORP NEWcl a$2,437,167
+10.6%
64,288
+2.0%
0.25%
+5.0%
IPG BuyINTERPUBLIC GROUP COS INC$2,417,733
+13.5%
64,923
+1.5%
0.25%
+7.8%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$2,370,475
+4.3%
49,007
-2.6%
0.24%
-0.8%
UPS BuyUNITED PARCEL SERVICE INCcl b$2,258,157
+12.5%
11,641
+0.8%
0.23%
+6.9%
PFG SellPRINCIPAL FINANCIAL GROUP IN$2,223,706
-51.8%
29,921
-45.5%
0.23%
-54.2%
USIG SellISHARES TRusd inv grde etf$2,212,385
-26.9%
43,671
-29.1%
0.23%
-30.5%
ABBV BuyABBVIE INC$2,153,329
-0.3%
13,512
+1.1%
0.22%
-5.1%
FB BuyMETA PLATFORMS INCcl a$2,121,520
+92.2%
10,010
+9.1%
0.22%
+82.5%
CVX SellCHEVRON CORP NEW$2,116,127
-21.2%
12,970
-13.3%
0.22%
-25.1%
SWK BuySTANLEY BLACK & DECKER INC$2,089,803
+25.3%
25,935
+16.8%
0.22%
+18.8%
USB BuyUS BANCORP DEL$2,062,839
-16.4%
57,222
+1.1%
0.21%
-20.2%
CVS BuyCVS HEALTH CORP$2,069,549
-20.0%
27,850
+0.4%
0.21%
-23.9%
USHY SellISHARES TRbroad usd high$2,033,224
-43.5%
57,193
-45.1%
0.21%
-46.4%
VRTX BuyVERTEX PHARMACEUTICALS INC$2,023,065
+9.6%
6,421
+0.5%
0.21%
+4.0%
LMBS BuyFIRST 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%
29,4960.0%0.21%
+2.5%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$1,990,296
-2.6%
27,205
+0.5%
0.20%
-7.7%
VTI SellVANGUARD INDEX FDStotal stk mkt$1,965,114
-5.1%
9,628
-11.1%
0.20%
-9.8%
RY SellROYAL BK CDA SUSTAINABL$1,931,863
+1.1%
20,212
-0.6%
0.20%
-3.9%
IJH SellISHARES TRcore s&p mcp etf$1,900,067
+2.1%
7,595
-1.3%
0.20%
-3.0%
CE SellCELANESE CORP DEL$1,895,122
+4.9%
17,404
-1.5%
0.20%
-0.5%
PPL BuyPPL CORP$1,845,446
-4.8%
66,407
+0.1%
0.19%
-9.5%
UL BuyUNILEVER PLCspon adr new$1,836,597
+10.8%
35,367
+7.5%
0.19%
+5.0%
DUK SellDUKE ENERGY CORP NEW$1,823,950
-9.5%
18,907
-3.4%
0.19%
-14.2%
BKNG BuyBOOKING HOLDINGS INC$1,819,554
+32.6%
686
+0.7%
0.19%
+25.5%
BLK BuyBLACKROCK INC$1,790,139
-5.5%
2,675
+0.0%
0.18%
-10.2%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$1,701,799
-1.3%
25,950
-0.6%
0.18%
-6.4%
HD BuyHOME DEPOT INC$1,667,515
-2.9%
5,650
+3.9%
0.17%
-7.5%
AMAT BuyAPPLIED MATLS INC$1,668,384
+33.4%
13,583
+5.7%
0.17%
+26.5%
AZO BuyAUTOZONE INC$1,649,419
+9.6%
671
+10.0%
0.17%
+4.3%
DG SellDOLLAR GEN CORP NEW$1,632,969
-15.7%
7,759
-1.4%
0.17%
-20.0%
SHY SellISHARES TR1 3 yr treas bd$1,621,592
-90.4%
19,737
-90.5%
0.17%
-90.9%
O SellREALTY INCOME CORP$1,576,339
-1.9%
24,895
-1.7%
0.16%
-6.9%
FISV BuyFISERV INC$1,450,401
+16.7%
12,832
+4.4%
0.15%
+10.4%
IR  INGERSOLL RAND INC$1,438,443
+11.3%
24,7240.0%0.15%
+5.7%
MCD SellMCDONALDS CORP$1,419,578
-29.1%
5,077
-33.2%
0.15%
-32.7%
IBDO  ISHARES TRibonds dec23 etf$1,379,858
+0.6%
54,7780.0%0.14%
-4.7%
ULTA BuyULTA BEAUTY INC$1,371,269
+19.8%
2,513
+3.0%
0.14%
+13.7%
VMW BuyVMWARE INC$1,363,362
+5.2%
10,920
+3.5%
0.14%0.0%
VSGX BuyVANGUARD WORLD FDesg intl stk etf$1,354,606
+30.1%
25,871
+22.2%
0.14%
+23.9%
GOOGL SellALPHABET INCcap stk cl a$1,329,300
+16.7%
12,815
-0.8%
0.14%
+11.4%
ADBE BuyADOBE SYSTEMS INCORPORATED$1,329,142
+26.4%
3,449
+10.4%
0.14%
+20.2%
SPY BuySPDR S&P 500 ETF TRtr unit$1,319,356
+7.2%
3,223
+0.2%
0.14%
+2.3%
HAS BuyHASBRO INC$1,299,196
+9.8%
24,198
+24.7%
0.13%
+4.7%
D BuyDOMINION ENERGY INC$1,266,313
+0.0%
22,649
+9.7%
0.13%
-5.1%
EXP BuyEAGLE MATLS INC$1,254,713
+20.1%
8,550
+8.8%
0.13%
+14.2%
DHI BuyD R HORTON INC$1,241,609
+13.6%
12,710
+3.6%
0.13%
+8.5%
FTNT BuyFORTINET INC$1,220,738
+17120.2%
18,368
+12567.6%
0.13%
+12500.0%
DIS SellDISNEY WALT CO$1,150,551
+4.2%
11,491
-9.6%
0.12%
-0.8%
MMM Buy3M CO$1,140,511
+2.6%
10,851
+17.0%
0.12%
-2.5%
BLD BuyTOPBUILD CORP$1,134,363
+45.9%
5,450
+9.7%
0.12%
+39.3%
UFPI SellUFP 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%
43,9720.0%0.11%
-4.3%
IHF BuyISHARES TRus hlthcr pr etf$1,078,083
-2.6%
4,361
+5.4%
0.11%
-7.5%
AFL SellAFLAC INC$1,055,018
-12.3%
16,352
-2.2%
0.11%
-16.2%
SCHZ SellSCHWAB STRATEGIC TRus aggregate b$1,034,976
-2.9%
22,063
-5.5%
0.11%
-7.8%
XEL BuyXCEL ENERGY INC$1,030,701
-3.7%
15,283
+0.1%
0.11%
-8.6%
FANG BuyDIAMONDBACK ENERGY INC$1,020,264
+15.1%
7,548
+16.4%
0.10%
+9.4%
IBDQ BuyISHARES TRibonds dec25 etf$1,015,224
+9.2%
41,387
+8.2%
0.10%
+4.0%
PPT BuyPUTNAM PREMIER INCOME TRsh ben int$914,084
+0.1%
256,765
+2.0%
0.09%
-5.1%
CRM BuySALESFORCE INC$910,398
+84.8%
4,557
+22.6%
0.09%
+77.4%
CBRE BuyCBRE GROUP INCcl a$895,563
-2.7%
12,300
+2.8%
0.09%
-8.0%
MA BuyMASTERCARD INCORPORATEDcl a$872,320
+11.9%
2,400
+7.0%
0.09%
+5.9%
DE BuyDEERE & CO$860,119
-2.8%
2,083
+1.0%
0.09%
-7.3%
DHS  WISDOMTREE TRus high dividend$863,518
-4.4%
10,4960.0%0.09%
-9.2%
TRP BuyTC ENERGY CORP$850,923
+1.1%
21,869
+3.5%
0.09%
-3.3%
SHM BuySPDR SER TRnuveen blmbrg sh$843,680
+4.5%
17,743
+3.3%
0.09%0.0%
FMB BuyFIRST TR EXCH TRADED FD IIImanagd mun etf$830,507
+73.1%
16,305
+70.3%
0.09%
+65.4%
AX BuyAXOS FINANCIAL INC$805,595
-2.0%
21,820
+1.5%
0.08%
-6.7%
QQQ BuyINVESCO QQQ TRunit ser 1$776,910
+53.2%
2,421
+27.1%
0.08%
+45.5%
EFIV BuySPDR SER TRs&p 500 esg etf$772,907
+7.7%
19,602
+0.2%
0.08%
+2.6%
EEMV SellISHARES INCmsci emerg mrkt$779,860
-97.0%
14,291
-97.1%
0.08%
-97.2%
IBDR BuyISHARES TRibonds dec2026$770,063
+10.7%
32,451
+8.9%
0.08%
+5.3%
NUMV BuyNUSHARES ETF TRnuveen esg midvl$756,932
+20.6%
26,374
+25.0%
0.08%
+14.7%
IEI BuyISHARES TR3 7 yr treas bd$750,843
+56.6%
6,382
+52.9%
0.08%
+48.1%
DHR BuyDANAHER CORPORATION$750,581
-1.8%
2,978
+3.4%
0.08%
-7.2%
HSY SellHERSHEY CO$744,959
-12.2%
2,928
-20.1%
0.08%
-16.3%
LLY BuyLILLY ELI & CO$732,863
-5.9%
2,134
+0.2%
0.08%
-9.5%
LDP BuyCOHEN & STEERS LTD DURATION$732,616
+2.5%
41,066
+9.3%
0.08%
-2.6%
MLM SellMARTIN MARIETTA MATLS INC$714,188
+3.1%
2,011
-1.9%
0.07%
-1.3%
LHX BuyL3HARRIS TECHNOLOGIES INC$680,854
-3.3%
3,469
+2.6%
0.07%
-7.9%
SCHW BuySCHWAB CHARLES CORP$682,718
-34.3%
13,034
+4.4%
0.07%
-38.1%
NUSC BuyNUSHARES ETF TRnuveen esg smlcp$647,402
+28.0%
18,283
+23.5%
0.07%
+21.8%
IWR SellISHARES TRrus mid cap etf$627,843
-3.6%
8,979
-7.0%
0.06%
-8.5%
PSX SellPHILLIPS 66$628,555
-6.1%
6,200
-3.7%
0.06%
-11.0%
DVYE BuyISHARES INCem mkts div etf$622,875
+18.8%
25,382
+16.8%
0.06%
+12.3%
COST SellCOSTCO WHSL CORP NEW$597,850
+3.8%
1,203
-4.6%
0.06%0.0%
YUM BuyYUM BRANDS INC$585,511
+83.4%
4,433
+77.8%
0.06%
+71.4%
MPW BuyMEDICAL PPTYS TRUST INC$572,680
-11.4%
69,669
+20.1%
0.06%
-15.7%
RTX SellRAYTHEON TECHNOLOGIES CORP$568,136
-13.2%
5,801
-10.6%
0.06%
-16.9%
SPYX BuySPDR SER TRspdr s&p 500 etf$569,767
+7.1%
17,141
+200.9%
0.06%
+1.7%
NEE BuyNEXTERA ENERGY INC$570,331
+30.2%
7,399
+41.2%
0.06%
+25.5%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$560,597
+0.8%
12,411
-6.3%
0.06%
-3.3%
PRFT BuyPERFICIENT INC$557,379
+13.2%
7,721
+9.5%
0.06%
+7.5%
MUB BuyISHARES TRnational mun etf$557,016
+3.3%
5,170
+1.2%
0.06%
-1.7%
ESGE BuyISHARES INCesg awr msci em$519,295
+36.8%
16,496
+30.7%
0.05%
+31.7%
EMB SellISHARES TRjpmorgan usd emg$527,171
-30.2%
6,110
-31.6%
0.05%
-34.1%
FLRN BuySPDR SER TRbloomberg invt$499,905
+13.4%
16,428
+13.3%
0.05%
+8.3%
GLD BuySPDR GOLD TR$494,694
+84.0%
2,700
+70.3%
0.05%
+75.9%
IDXX SellIDEXX LABS INC$499,580
+9.4%
999
-10.7%
0.05%
+4.1%
PZA BuyINVESCO EXCH TRADED FD TR IInatl amt muni$497,233
+156.5%
20,998
+148.5%
0.05%
+142.9%
AMGN SellAMGEN INC$471,185
-16.2%
1,949
-8.9%
0.05%
-19.7%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$465,600
-0.7%
10.0%0.05%
-5.9%
ETN BuyEATON CORP PLC$467,073
+18.3%
2,726
+8.3%
0.05%
+11.6%
T SellAT&T INC$459,783
+2.5%
23,885
-2.0%
0.05%
-4.1%
IAU SellISHARES GOLD TRishares new$451,206
+7.9%
12,074
-0.1%
0.05%
+2.2%
UNP BuyUNION PAC CORP$449,932
+41.1%
2,236
+45.2%
0.05%
+31.4%
TSCO SellTRACTOR SUPPLY CO$422,855
+3.5%
1,799
-0.9%
0.04%0.0%
UTG  REAVES UTIL INCOME FD$425,700
+0.4%
15,0000.0%0.04%
-4.3%
XLK BuySELECT SECTOR SPDR TRtechnology$414,372
+40.0%
2,744
+15.4%
0.04%
+34.4%
VUG SellVANGUARD INDEX FDSgrowth etf$409,332
+5.5%
1,641
-9.9%
0.04%0.0%
HYMB BuySPDR SER TRnuveen bloomberg$404,722
+169.5%
16,163
+427.0%
0.04%
+162.5%
SMMU BuyPIMCO 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%
16,6690.0%0.04%
-4.7%
MMC BuyMARSH & MCLENNAN COS INC$376,014
+3.0%
2,258
+2.3%
0.04%
-2.5%
HYT BuyBLACKROCK CORPOR HI YLD FD I$379,190
+3.4%
43,485
+3.6%
0.04%
-2.5%
IDV SellISHARES TRintl sel div etf$376,036
-6.5%
13,679
-7.7%
0.04%
-11.4%
AXON  AXON ENTERPRISE INC$383,145
+35.5%
1,7040.0%0.04%
+25.8%
HYLB SellDBX ETF TRxtrack usd high$382,876
+2.3%
11,018
-0.7%
0.04%
-4.9%
ALLE  ALLEGION PLC$382,734
+1.4%
3,5860.0%0.04%
-4.9%
FAST  FASTENAL CO$372,744
+14.0%
6,9100.0%0.04%
+8.6%
CHKP SellCHECK POINT SOFTWARE TECH LTord$368,420
-12.8%
2,834
-15.4%
0.04%
-17.4%
ORCL  ORACLE CORP$368,136
+13.7%
3,9620.0%0.04%
+8.6%
IBM SellINTERNATIONAL BUSINESS MACHS$364,177
-35.1%
2,778
-30.3%
0.04%
-37.7%
IWM BuyISHARES 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%
2,8060.0%0.04%
+2.9%
LQD BuyISHARES TRiboxx inv cp etf$352,506
+17.9%
3,216
+13.4%
0.04%
+12.5%
KMB SellKIMBERLY-CLARK CORP$338,401
-1.5%
2,521
-0.4%
0.04%
-5.4%
LH SellLABORATORY CORP AMER HLDGS$336,101
-5.7%
1,465
-3.2%
0.04%
-10.3%
ROST SellROSS STORES INC$343,387
-12.4%
3,236
-4.1%
0.04%
-16.7%
COO SellCOOPER COS INC$342,745
-13.9%
918
-23.8%
0.04%
-18.6%
MUNI BuyPIMCO ETF TRinter mun bd act$330,075
+31.2%
6,316
+29.0%
0.03%
+25.9%
XLI BuySELECT SECTOR SPDR TRsbi int-inds$323,675
+4.1%
3,199
+1.0%
0.03%
-2.9%
IVW SellISHARES TRs&p 500 grwt etf$322,366
-23.6%
5,046
-30.0%
0.03%
-28.3%
DSI BuyISHARES TRmsci kld400 soc$320,505
+17.1%
4,110
+7.8%
0.03%
+10.0%
YUMC BuyYUM CHINA HLDGS INC$306,808
+133.9%
4,840
+101.7%
0.03%
+128.6%
PYPL BuyPAYPAL HLDGS INC$303,912
+8.7%
4,002
+2.0%
0.03%
+3.3%
IBTF  ISHARES TRibonds 25 trm ts$302,267
+1.1%
12,8460.0%0.03%
-3.1%
NVDA BuyNVIDIA 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%
5,4220.0%0.03%
+3.4%
FNDF SellSCHWAB 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%
14,0700.0%0.03%
-3.3%
IBTD  ISHARES TRibonds 23 trm ts$268,792
+0.4%
10,8340.0%0.03%
-3.4%
IYR BuyISHARES TRu.s. real es etf$268,794
+4.1%
3,166
+3.2%
0.03%0.0%
BA BuyBOEING CO$275,522
+24.3%
1,297
+11.4%
0.03%
+16.7%
AOD SellABRDN 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%
6,0310.0%0.02%
+4.2%
IBDS  ISHARES TRibonds 27 etf$241,559
+1.9%
10,1410.0%0.02%
-3.8%
SPYD BuySPDR 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%
9,2700.0%0.02%
+33.3%
EMR BuyEMERSON ELEC CO$232,793
-5.2%
2,671
+4.5%
0.02%
-11.1%
BAC SellBANK AMERICA CORP$224,392
-23.0%
7,846
-10.9%
0.02%
-28.1%
HRL SellHORMEL FOODS CORP$224,286
-48.9%
5,624
-41.7%
0.02%
-52.1%
EVV BuyEATON VANCE LTD DURATION INC$219,163
+5.5%
22,250
+0.6%
0.02%0.0%
XLB SellSELECT 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%
2,1100.0%0.02%
+10.0%
FTSM  FIRST TR EXCHANGE-TRADED FDfirst tr enh new$210,666
+0.1%
3,5400.0%0.02%
-4.3%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$203,535
+3.5%
4440.0%0.02%0.0%
VOT SellVANGUARD INDEX FDSmcap gr idxvip$203,855
+6.4%
1,046
-1.9%
0.02%0.0%
COMT BuyISHARES 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%
2,0230.0%0.02%
-4.5%
DRI  DARDEN RESTAURANTS INC$202,174
+12.2%
1,3030.0%0.02%
+5.0%
WHR  WHIRLPOOL CORP$201,199
-6.7%
1,5240.0%0.02%
-8.7%
TSLA SellTESLA INC$189,619
-19.4%
914
-52.1%
0.02%
-20.0%
GNTX SellGENTEX CORP$196,579
-16.5%
7,013
-18.7%
0.02%
-23.1%
JETS  ETF SER SOLUTIONSus glb jets$186,766
+9.1%
10,0250.0%0.02%0.0%
PRU BuyPRUDENTIAL FINL INC$184,547
-16.7%
2,230
+0.1%
0.02%
-20.8%
NFLX BuyNETFLIX INC$179,996
+32.4%
521
+13.0%
0.02%
+26.7%
VWO SellVANGUARD 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%
6780.0%0.02%
-5.3%
VPU  VANGUARD WORLD FDSutilities etf$177,024
-3.8%
1,2000.0%0.02%
-10.0%
TLH BuyISHARES TR10-20 yr trs etf$173,185
+6.3%
1,512
+0.4%
0.02%0.0%
CHTR SellCHARTER 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%
1,0680.0%0.02%
-5.6%
EPD  ENTERPRISE PRODS PARTNERS L$166,201
+7.4%
6,4170.0%0.02%0.0%
ECL  ECOLAB INC$167,186
+13.7%
1,0100.0%0.02%
+6.2%
SDG  ISHARES TRmsci gbl sus dev$160,915
+0.4%
2,0320.0%0.02%0.0%
VYM SellVANGUARD WHITEHALL FDShigh div yld$164,897
-17.1%
1,563
-15.0%
0.02%
-22.7%
MS BuyMORGAN STANLEY$169,408
+8.4%
1,929
+5.0%
0.02%0.0%
BMY BuyBRISTOL-MYERS SQUIBB CO$164,959
+15.2%
2,380
+19.6%
0.02%
+6.2%
LNT BuyALLIANT ENERGY CORP$167,606
+15.6%
3,139
+19.5%
0.02%
+6.2%
XLY BuySELECT SECTOR SPDR TRsbi cons discr$154,326
+17.7%
1,032
+1.7%
0.02%
+14.3%
EFA SellISHARES TRmsci eafe etf$152,881
+3.1%
2,138
-5.4%
0.02%0.0%
AEE  AMEREN CORP$151,565
-2.8%
1,7540.0%0.02%
-5.9%
VBR SellVANGUARD INDEX FDSsm cp val etf$158,760
-9.5%
1,000
-9.5%
0.02%
-15.8%
DGX BuyQUEST DIAGNOSTICS INC$157,751
-5.8%
1,115
+4.1%
0.02%
-11.1%
MCK BuyMCKESSON CORP$152,390
-0.2%
428
+5.2%
0.02%
-5.9%
MMP BuyMAGELLAN 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%
5,0700.0%0.02%
-5.9%
IWF  ISHARES TRrus 1000 grw etf$149,286
+14.0%
6110.0%0.02%
+7.1%
QAI  INDEXIQ ETF TRhedge mlti etf$147,423
+2.6%
5,0470.0%0.02%
-6.2%
VV SellVANGUARD INDEX FDSlarge cap etf$145,152
+5.6%
777
-1.5%
0.02%0.0%
QCOM BuyQUALCOMM INC$143,897
+22.8%
1,128
+5.8%
0.02%
+15.4%
IBTG  ISHARES TRibonds 26 trm ts$143,927
+1.6%
6,2360.0%0.02%0.0%
CAT BuyCATERPILLAR INC$141,515
+23.5%
618
+29.3%
0.02%
+25.0%
IBTH  ISHARES TRibonds 27 trm ts$144,707
+1.9%
6,3860.0%0.02%0.0%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$145,962
-78.7%
1,977
-79.3%
0.02%
-79.7%
OGE BuyOGE ENERGY CORP$149,398
+5.5%
3,967
+10.8%
0.02%0.0%
ENPH BuyENPHASE ENERGY INC$142,991
-11.7%
680
+11.3%
0.02%
-16.7%
IDA BuyIDACORP INC$148,427
+32.7%
1,370
+32.1%
0.02%
+25.0%
IWD  ISHARES TRrus 1000 val etf$141,450
+0.4%
9290.0%0.02%0.0%
ITW BuyILLINOIS 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%
1,1130.0%0.01%
-6.7%
KR  KROGER CO$131,600
+10.7%
2,6660.0%0.01%
+7.7%
SO SellSOUTHERN CO$138,712
-8.4%
1,994
-6.0%
0.01%
-12.5%
IXC  ISHARES TRglobal energ etf$139,854
-3.2%
3,7040.0%0.01%
-12.5%
AVUS SellAMERICAN CENTY ETF TRus eqt etf$137,508
-33.8%
1,940
-36.5%
0.01%
-39.1%
CYRX BuyCRYOPORT INC$132,024
+52.2%
5,501
+10.0%
0.01%
+55.6%
INTU BuyINTUIT$123,116
+15.4%
276
+0.7%
0.01%
+8.3%
CI SellTHE CIGNA GROUP$129,746
-91.8%
508
-89.4%
0.01%
-92.4%
AXP BuyAMERICAN EXPRESS CO$122,583
+15.3%
743
+3.2%
0.01%
+8.3%
IVE SellISHARES TRs&p 500 val etf$127,685
-38.7%
841
-41.4%
0.01%
-43.5%
ES BuyEVERSOURCE ENERGY$123,359
-2.8%
1,576
+4.2%
0.01%
-7.1%
FDX SellFEDEX CORP$127,034
+19.9%
556
-9.2%
0.01%
+18.2%
BSV BuyVANGUARD 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%
1,4400.0%0.01%
+18.2%
BAB  INVESCO EXCH TRADED FD TR IItaxable mun bd$121,794
+4.6%
4,5310.0%0.01%0.0%
TMO BuyTHERMO FISHER SCIENTIFIC INC$125,685
+41.7%
218
+35.4%
0.01%
+30.0%
ALL BuyALLSTATE CORP$111,827
-9.3%
1,009
+11.0%
0.01%
-7.7%
COP  CONOCOPHILLIPS$120,990
-16.0%
1,2200.0%0.01%
-25.0%
WM BuyWASTE MGMT INC DEL$119,825
+14.7%
734
+10.2%
0.01%
+9.1%
MCHP  MICROCHIP TECHNOLOGY INC.$113,606
+19.3%
1,3560.0%0.01%
+20.0%
ADI BuyANALOG DEVICES INC$114,724
+47.7%
582
+22.8%
0.01%
+50.0%
AJG  GALLAGHER ARTHUR J & CO$118,230
+1.5%
6180.0%0.01%
-7.7%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$116,400
+28.1%
1,451
+23.8%
0.01%
+20.0%
ADM BuyARCHER DANIELS MIDLAND CO$113,167
+0.7%
1,421
+17.3%
0.01%0.0%
PLD BuyPROLOGIS INC.$117,075
+23.2%
938
+11.3%
0.01%
+20.0%
GPC BuyGENUINE PARTS CO$120,129
+6.5%
718
+10.5%
0.01%0.0%
TTC SellTORO CO$113,210
-1.9%
1,018
-0.1%
0.01%
-7.7%
WEC BuyWEC ENERGY GROUP INC$120,291
+87.8%
1,269
+85.8%
0.01%
+71.4%
SPSB BuySPDR SER TRportfolio short$112,594
+139.8%
3,800
+137.8%
0.01%
+140.0%
XLE BuySELECT SECTOR SPDR TRenergy$115,410
+12.5%
1,393
+18.9%
0.01%
+9.1%
AMP  AMERIPRISE FINL INC$118,375
-1.6%
3860.0%0.01%
-7.7%
NewLINDE PLC$109,476308
+100.0%
0.01%
MCO  MOODYS CORP$108,944
+9.8%
3560.0%0.01%0.0%
NVO  NOVO-NORDISK A Sadr$106,943
+17.6%
6720.0%0.01%
+10.0%
NKE BuyNIKE INCcl b$108,921
+42.3%
888
+35.8%
0.01%
+37.5%
XYL  XYLEM INC$107,991
-5.3%
1,0310.0%0.01%
-8.3%
PM BuyPHILIP MORRIS INTL INC$108,177
+31.0%
1,112
+36.3%
0.01%
+22.2%
GTY  GETTY RLTY CORP NEW$102,686
+6.4%
2,8500.0%0.01%
+10.0%
MLHR  MILLERKNOLL INC$108,897
-2.7%
5,3250.0%0.01%
-8.3%
AFG BuyAMERICAN FINL GROUP INC OHIO$96,598
-11.4%
795
+0.1%
0.01%
-16.7%
SYY  SYSCO CORP$97,872
+1.0%
1,2670.0%0.01%
-9.1%
FTV  FORTIVE CORP$94,211
+6.1%
1,3820.0%0.01%0.0%
WSM  WILLIAMS SONOMA INC$97,635
+5.9%
8030.0%0.01%0.0%
MO BuyALTRIA 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%
3,5440.0%0.01%0.0%
GD BuyGENERAL DYNAMICS CORP$101,466
+13.9%
445
+24.0%
0.01%0.0%
ANET  ARISTA NETWORKS INC$98,870
+38.3%
5890.0%0.01%
+25.0%
FREL  FIDELITY COVINGTON TRUSTmsci rl est etf$97,473
+0.4%
3,9130.0%0.01%
-9.1%
CNP BuyCENTERPOINT ENERGY INC$88,644
+21.2%
3,009
+23.3%
0.01%
+12.5%
DEO BuyDIAGEO PLCspon adr new$82,800
+12.5%
457
+10.7%
0.01%
+12.5%
BIL NewSPDR SER TRbloomberg 1-3 mo$87,780956
+100.0%
0.01%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$89,898
+43.8%
1,440
+41.0%
0.01%
+28.6%
MPC BuyMARATHON PETE CORP$90,571
+942.8%
672
+796.0%
0.01%
+800.0%
SCHB BuySCHWAB 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%
1,1410.0%0.01%0.0%
OHI  OMEGA HEALTHCARE INVS INC$92,180
-1.9%
3,3630.0%0.01%
-10.0%
TECH  BIO-TECHNE CORP$79,235
-10.5%
1,0680.0%0.01%
-20.0%
ROK  ROCKWELL AUTOMATION INC$73,070
+13.9%
2490.0%0.01%
+14.3%
 DIMENSIONAL ETF TRUSTus mktwide value$74,9620.0%2,2390.0%0.01%0.0%
ZTS BuyZOETIS INCcl a$82,096
+15.2%
493
+1.4%
0.01%0.0%
RUTH  RUTHS HOSPITALITY GROUP INC$82,100
+6.1%
5,0000.0%0.01%0.0%
OTTR  OTTER TAIL CORP$79,020
+23.2%
1,0930.0%0.01%
+14.3%
HSIC  HENRY SCHEIN INC$79,420
+2.1%
9740.0%0.01%0.0%
SCHE SellSCHWAB STRATEGIC TRemrg mkteq etf$73,756
-11.3%
3,008
-14.4%
0.01%
-11.1%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$80,007
+11.3%
618
+16.8%
0.01%0.0%
MRNA BuyMODERNA INC$76,790
+1758.9%
500
+2073.9%
0.01%
F SellFORD MTR CO DEL$78,612
-40.2%
6,239
-44.8%
0.01%
-42.9%
CSX  CSX CORP$79,225
-3.3%
2,6460.0%0.01%
-11.1%
MDU SellMDU RES GROUP INC$82,418
-6.5%
2,704
-6.9%
0.01%
-20.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$76,091
+3.0%
818
-17.5%
0.01%0.0%
RA  BROOKFIELD REAL ASSETS INCOM$82,250
+1.9%
5,0000.0%0.01%
-11.1%
BDX BuyBECTON DICKINSON & CO$75,344
+8.4%
304
+11.4%
0.01%0.0%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$76,420
-16.2%
570
-15.4%
0.01%
-20.0%
PDBC NewINVESCO ACTVELY MNGD ETC FDoptimum yield$79,8605,616
+100.0%
0.01%
SHV NewISHARES TRshort treas bd$78,234708
+100.0%
0.01%
JAAA NewJANUS DETROIT STR TRhendrson aaa cl$71,1461,437
+100.0%
0.01%
IGIB SellISHARES TR$72,100
-88.1%
1,406
-88.5%
0.01%
-89.4%
XLF SellSELECT SECTOR SPDR TRfinancial$64,300
-15.2%
2,000
-9.8%
0.01%
-12.5%
WST  WEST PHARMACEUTICAL SVSC INC$63,771
+47.2%
1840.0%0.01%
+40.0%
ILCB  ISHARES TRmorningstr us eq$68,908
+7.2%
1,2220.0%0.01%0.0%
TIP BuyISHARES TRtips bd etf$68,355
+245.3%
620
+233.3%
0.01%
+250.0%
PGX BuyINVESCO 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%
4310.0%0.01%0.0%
DGP BuyDEUTSCHE BK AG LONDON BRHdb gold dbl lng$63,356
+89.1%
1,500
+66.7%
0.01%
+75.0%
MDLZ BuyMONDELEZ INTL INCcl a$68,106
+56.8%
977
+49.8%
0.01%
+40.0%
ACVF  ETF OPPORTUNITIES TRUSTamerican conser$67,684
+6.0%
2,1480.0%0.01%0.0%
MDYG SellSPDR SER TRs&p 400 mdcp grw$71,999
-27.6%
1,052
-30.9%
0.01%
-36.4%
SPLG NewSPDR SER TRportfolio s&p500$67,1701,395
+100.0%
0.01%
CL BuyCOLGATE PALMOLIVE CO$67,522
+1.1%
898
+6.0%
0.01%0.0%
ACN BuyACCENTURE PLC IRELAND$71,453
+19.5%
250
+11.6%
0.01%
+16.7%
USO  UNITED STS OIL FD LPunits$66,839
-5.2%
1,0060.0%0.01%
-12.5%
MAS  MASCO CORP$62,012
+6.5%
1,2470.0%0.01%0.0%
FNV BuyFRANCO NEV CORP$57,883
+112.1%
397
+98.5%
0.01%
+100.0%
CME BuyCME GROUP INC$61,013
+32.6%
319
+16.4%
0.01%
+20.0%
TSN  TYSON FOODS INCcl a$61,127
-4.7%
1,0300.0%0.01%
-14.3%
FSLR  FIRST SOLAR INC$60,248
+45.2%
2770.0%0.01%
+50.0%
ADSK  AUTODESK INC$57,036
+11.4%
2740.0%0.01%0.0%
AMT BuyAMERICAN TOWER CORP NEW$62,909
+13.4%
308
+17.6%
0.01%0.0%
IIPR BuyINNOVATIVE INDL PPTYS INC$60,202
-24.7%
792
+0.4%
0.01%
-33.3%
SPTM NewSPDR SER TRportfoli s&p1500$58,6001,162
+100.0%
0.01%
EHC BuyENCOMPASS HEALTH CORP$56,697
-5.2%
1,048
+4.8%
0.01%0.0%
PII BuyPOLARIS INC$61,732
+85.2%
558
+69.1%
0.01%
+50.0%
PWR BuyQUANTA SVCS INC$55,492
+1754.7%
333
+1485.7%
0.01%
EIX BuyEDISON INTL$62,261
+62.6%
882
+46.5%
0.01%
+50.0%
SEDG  SOLAREDGE TECHNOLOGIES INC$60,790
+7.3%
2000.0%0.01%0.0%
GDS  GDS HLDGS LTDsponsored ads$55,980
-9.5%
3,0000.0%0.01%
-14.3%
BuyGENERAL ELECTRIC CO$58,805
+70.3%
615
+49.3%
0.01%
+50.0%
SNA SellSNAP ON INC$56,538
-55.2%
229
-58.5%
0.01%
-57.1%
VONG  VANGUARD SCOTTSDALE FDSvng rus1000grw$44,023
+14.1%
7000.0%0.01%
+25.0%
CMA  COMERICA INC$50,281
-35.0%
1,1580.0%0.01%
-37.5%
ILMN  ILLUMINA INC$49,534
+15.0%
2130.0%0.01%0.0%
ESGD NewISHARES TResg aw msci eafe$51,797721
+100.0%
0.01%
ESGU NewISHARES TResg awr msci usa$46,492514
+100.0%
0.01%
ENB BuyENBRIDGE INC$51,923
-1.4%
1,361
+1.0%
0.01%
-16.7%
AMD BuyADVANCED MICRO DEVICES INC$48,809
+260.6%
498
+138.3%
0.01%
+400.0%
PCAR BuyPACCAR INC$45,943
+10.9%
628
+49.9%
0.01%
+25.0%
IJK  ISHARES TRs&p mc 400gr etf$44,669
+4.7%
6250.0%0.01%0.0%
SH SellPROSHARES TRshort s&p 500 ne$44,745
-7.1%
2,983
-0.7%
0.01%0.0%
SCZ SellISHARES TReafe sml cp etf$49,572
-12.4%
833
-16.9%
0.01%
-16.7%
ALB BuyALBEMARLE CORP$45,977
+748.0%
208
+732.0%
0.01%
+400.0%
CARR  CARRIER GLOBAL CORPORATION$50,926
+10.9%
1,1130.0%0.01%0.0%
SGEN BuySEAGEN INC$45,556
+59.7%
225
+1.4%
0.01%
+66.7%
CLX BuyCLOROX CO DEL$49,055
+24.4%
310
+10.3%
0.01%
+25.0%
CMS  CMS ENERGY CORP$50,499
-3.1%
8230.0%0.01%
-16.7%
FSK  FS KKR CAP CORP$51,412
+5.7%
2,7790.0%0.01%0.0%
SPLV  INVESCO EXCH TRADED FD TR IIs&p500 low vol$43,816
-2.3%
7020.0%0.01%0.0%
VB SellVANGUARD 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%
5330.0%0.01%0.0%
CTVA BuyCORTEVA INC$50,743
+23.6%
841
+20.5%
0.01%
+25.0%
ASML SellASML HOLDING N V$44,247
-10.0%
65
-27.8%
0.01%0.0%
FDL  FIRST TR MORNINGSTAR DIVID L$52,185
-2.9%
1,4700.0%0.01%
-16.7%
TJX BuyTJX COS INC NEW$52,606
-1.4%
671
+0.1%
0.01%
-16.7%
BMI  BADGER METER INC$48,728
+11.7%
4000.0%0.01%0.0%
BSCO NewINVESCO EXCH TRD SLF IDX FD$51,5372,503
+100.0%
0.01%
RBC  REGAL REXNORD CORPORATION$35,183
+17.3%
2500.0%0.00%
+33.3%
HSBC SellHSBC HLDGS PLCspon adr new$34,130
-76.8%
1,000
-78.8%
0.00%
-75.0%
BuySHELL PLCspon ads$39,530
+27.6%
687
+26.3%
0.00%
+33.3%
URI SellUNITED RENTALS INC$41,160
+10.3%
104
-1.0%
0.00%0.0%
LTHM NewLIVENT CORP$37,7501,738
+100.0%
0.00%
AG BuyFIRST MAJESTIC SILVER CORP$36,050
+8.1%
5,000
+25.0%
0.00%0.0%
COF SellCAPITAL ONE FINL CORP$34,913
-56.5%
363
-57.9%
0.00%
-55.6%
HOLX  HOLOGIC INC$34,540
+7.9%
4280.0%0.00%
+33.3%
ALE  ALLETE INC$34,953
-0.2%
5430.0%0.00%0.0%
NVS  NOVARTIS AGsponsored adr$39,744
+1.4%
4320.0%0.00%0.0%
CHD  CHURCH & DWIGHT CO INC$35,718
+9.7%
4040.0%0.00%0.0%
TBF  PROSHARES TRshrt 20+yr tre$40,000
-6.8%
1,8930.0%0.00%
-20.0%
ITT  ITT INC$43,150
+6.4%
5000.0%0.00%0.0%
BSCN  INVESCO EXCH TRD SLF IDX FD$36,385
+0.5%
1,7260.0%0.00%0.0%
VBK SellVANGUARD INDEX FDSsml cp grw etf$35,925
-3.2%
166
-10.3%
0.00%0.0%
CAG BuyCONAGRA BRANDS INC$42,254
+6.5%
1,125
+9.8%
0.00%0.0%
OTIS BuyOTIS WORLDWIDE CORP$41,364
+21.1%
490
+12.4%
0.00%0.0%
PAYX BuyPAYCHEX INC$38,503
+25.7%
336
+26.8%
0.00%
+33.3%
AES BuyAES CORP$43,633
+11566.6%
1,812
+13838.5%
0.00%
GILD BuyGILEAD SCIENCES INC$36,521
+37.3%
440
+41.9%
0.00%
+33.3%
LIACF NewAMERICAN LITHIUM CORP$34,02414,729
+100.0%
0.00%
JNK NewSPDR SER TRbloomberg high y$40,748439
+100.0%
0.00%
ETR BuyENTERGY CORP NEW$38,213
+1093.4%
355
+1167.9%
0.00%
IT  GARTNER INC$37,790
-3.1%
1160.0%0.00%0.0%
SellWARNER BROS DISCOVERY INC$41,676
+28.4%
2,760
-19.4%
0.00%0.0%
WY  WEYERHAEUSER CO MTN BE$39,542
-2.8%
1,3120.0%0.00%0.0%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$41,638
-22.1%
615
-18.9%
0.00%
-33.3%
CAH BuyCARDINAL HEALTH INC$34,363
-1.6%
455
+0.2%
0.00%0.0%
STAG BuySTAG INDL INC$38,838
+5.3%
1,148
+0.5%
0.00%0.0%
THO  THOR INDS INC$43,404
+5.5%
5450.0%0.00%0.0%
TTD  THE TRADE DESK INC$34,171
+35.9%
5610.0%0.00%
+33.3%
BTI BuyBRITISH AMERN TOB PLCsponsored adr$40,905
+8.3%
1,165
+23.3%
0.00%0.0%
LULU BuyLULULEMON ATHLETICA INC$24,401
+15.4%
67
+1.5%
0.00%
+50.0%
ABC  AMERISOURCEBERGEN CORP$29,798
-3.4%
1860.0%0.00%0.0%
AZN  ASTRAZENECA PLCsponsored adr$31,311
+2.4%
4510.0%0.00%0.0%
BLL  BALL CORP$26,725
+7.8%
4850.0%0.00%0.0%
BBY BuyBEST BUY INC$32,359
-1.7%
413
+0.7%
0.00%
-25.0%
BHP NewBHP GROUP LTDsponsored ads$25,555403
+100.0%
0.00%
BSX BuyBOSTON SCIENTIFIC CORP$32,920
+56.0%
658
+44.3%
0.00%
+50.0%
BRSP  BRIGHTSPIRE CAPITAL INC$30,055
-5.3%
5,0940.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CO$28,051
+18.4%
6090.0%0.00%0.0%
CVBF BuyCVB FINL CORP$29,441
+78.6%
1,765
+175.8%
0.00%
+50.0%
COG BuyCOTERRA ENERGY INC$26,013
+3.3%
1,060
+3.4%
0.00%0.0%
CP BuyCANADIAN PAC RY LTD$26,006
+203.2%
338
+193.9%
0.00%
+200.0%
NET  CLOUDFLARE INC$27,501
+36.4%
4460.0%0.00%
+50.0%
CTSH SellCOGNIZANT TECHNOLOGY SOLUTIOcl a$26,749
-15.1%
439
-20.3%
0.00%0.0%
 COHERENT CORP$27,418
+8.5%
7200.0%0.00%0.0%
CRWD  CROWDSTRIKE HLDGS INCcl a$29,511
+30.4%
2150.0%0.00%
+50.0%
CCI  CROWN CASTLE INC$25,228
-1.3%
1880.0%0.00%0.0%
DTE BuyDTE ENERGY CO$30,758
+425.6%
281
+462.0%
0.00%
+200.0%
DAL SellDELTA AIR LINES INC DEL$26,096
-22.7%
747
-27.3%
0.00%
-25.0%
 DIGITAL WORLD ACQUISITION CO$28,100
-6.3%
2,0000.0%0.00%0.0%
EXC BuyEXELON CORP$26,505
+743.0%
633
+767.1%
0.00%
FICO BuyFAIR ISAAC CORP$30,216
+165.7%
43
+126.3%
0.00%
+200.0%
GM BuyGENERAL MTRS CO$26,190
+422.5%
714
+379.2%
0.00%
+200.0%
 GSK PLCsponsored adr$27,753
+1.3%
7800.0%0.00%0.0%
HPQ SellHP INC$32,989
+4.6%
1,124
-4.3%
0.00%0.0%
JKHY  HENRY JACK & ASSOC INC$25,623
-14.1%
1700.0%0.00%0.0%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$29,503
+1989.4%
204
+1940.0%
0.00%
NewINVESTMENT MANAGERS SER TR Iaxs cannabis etf$27,95013,000
+100.0%
0.00%
DVY  ISHARES TRselect divid etf$29,295
-2.8%
2500.0%0.00%0.0%
EEM  ISHARES TRmsci emg mkt etf$29,280
+4.1%
7420.0%0.00%0.0%
IEF BuyISHARES TR7-10 yr trsy bd$33,701
+850.9%
340
+818.9%
0.00%
IWS BuyISHARES 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%
2770.0%0.00%0.0%
HYG NewISHARES TRiboxx hi yd etf$24,856329
+100.0%
0.00%
QLTA  ISHARES TRa rate cp bd etf$32,771
+3.3%
6850.0%0.00%0.0%
IYLD  ISHARES TRmrngstr inc etf$24,621
+1.4%
1,2790.0%0.00%0.0%
NewJACOBS SOLUTIONS INC$26,088222
+100.0%
0.00%
KKR  KKR & CO INC$26,891
+13.1%
5120.0%0.00%0.0%
USA SellLIBERTY 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%
5,0000.0%0.00%0.0%
MUSA  MURPHY USA INC$32,257
-7.7%
1250.0%0.00%
-25.0%
PNC BuyPNC FINL SVCS GROUP INC$27,002
+0.3%
212
+24.7%
0.00%0.0%
PNM NewPNM RES INC$27,602567
+100.0%
0.00%
EFZ SellPROSHARES TR$29,949
-11.2%
1,625
-3.7%
0.00%
-25.0%
PSA BuyPUBLIC STORAGE$30,214
+5295.4%
100
+4900.0%
0.00%
RYN  RAYONIER INC$32,063
+0.9%
9640.0%0.00%0.0%
RGA  REINSURANCE GRP OF AMERICA I$26,366
-6.5%
1990.0%0.00%0.0%
REZI  RESIDEO TECHNOLOGIES INC$29,376
+11.1%
1,6070.0%0.00%0.0%
SA  SEABRIDGE GOLD INC$25,900
+2.9%
2,0000.0%0.00%0.0%
XLP BuySELECT SECTOR SPDR TRsbi cons stpls$24,505
+28.9%
328
+28.6%
0.00%
+50.0%
NOW  SERVICENOW INC$32,531
+19.7%
700.0%0.00%0.0%
SNOW BuySNOWFLAKE INCcl a$26,230
+172.7%
170
+153.7%
0.00%
+200.0%
THC  TENET HEALTHCARE CORP$24,719
+21.8%
4160.0%0.00%
+50.0%
TLRY  TILRAY BRANDS INC$25,338
-5.9%
10,0150.0%0.00%0.0%
TRMB  TRIMBLE INC$33,444
+3.7%
6380.0%0.00%0.0%
UGI BuyUGI CORP NEW$25,804
+172.0%
742
+189.8%
0.00%
+200.0%
USTB NewVICTORY PORTFOLIOS II$31,000632
+100.0%
0.00%
WPM BuyWHEATON PRECIOUS METALS CORP$24,273
+12347.7%
504
+9980.0%
0.00%
DXJ  WISDOMTREE TRjapn hedge eqt$24,894
+10.0%
3520.0%0.00%
+50.0%
SWAV SellSHOCKWAVE MED INC$21,683
-21.9%
100
-25.9%
0.00%
-33.3%
SHOP BuySHOPIFY INCcl a$19,176
+176.2%
400
+100.0%
0.00%
+100.0%
SPMD  SPDR SER TRportfolio s&p400$21,180
+3.4%
4820.0%0.00%0.0%
SILV  SILVERCREST METALS INC$21,420
+19.0%
3,0000.0%0.00%0.0%
LW  LAMB WESTON HLDGS INC$17,351
+17.0%
1660.0%0.00%0.0%
EVRG BuyEVERGY INC$23,471
+1862.5%
384
+1921.1%
0.00%
LQDH NewISHARES U S ETF TRint rt hdg c b$14,753161
+100.0%
0.00%
HYS  PIMCO ETF TR0-5 high yield$16,893
+2.3%
1850.0%0.00%0.0%
FCX BuyFREEPORT-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%
8830.0%0.00%0.0%
VLUE NewISHARES TRmsci usa value$22,685245
+100.0%
0.00%
DLTR  DOLLAR TREE INC$16,222
+1.5%
1130.0%0.00%0.0%
TAIL BuyCAMBRIA ETF TRtail risk$20,207
-3.5%
1,375
+0.5%
0.00%0.0%
CSR  CENTERSPACE$20,214
-6.9%
3700.0%0.00%0.0%
TLT BuyISHARES TR20 yr tr bd etf$19,466
+34.8%
183
+26.2%
0.00%0.0%
CDNS SellCADENCE DESIGN SYSTEM INC$16,808
+29.2%
80
-1.2%
0.00%
+100.0%
CSB SellVICTORY PORTFOLIOS II$24,134
-21.6%
465
-22.1%
0.00%
-33.3%
PNW BuyPINNACLE WEST CAP CORP$22,579
+731.9%
285
+691.7%
0.00%
NEP  NEXTERA ENERGY PARTNERS LP$17,922
-13.3%
2950.0%0.00%0.0%
FIS SellFIDELITY NATL INFORMATION SV$15,712
-20.7%
289
-1.0%
0.00%0.0%
HPE SellHEWLETT 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%
2000.0%0.00%0.0%
APD BuyAIR PRODS & CHEMS INC$18,669
+657.1%
65
+712.5%
0.00%
SR NewSPIRE INC$18,938270
+100.0%
0.00%
STX  SEAGATE TECHNOLOGY HLDNGS PL$20,167
+25.7%
3050.0%0.00%0.0%
BNS BuyBANK NOVA SCOTIA HALIFAX$18,432
+8.8%
366
+5.8%
0.00%0.0%
ANTM SellELEVANCE HEALTH INC$21,629
-37.0%
47
-29.9%
0.00%
-50.0%
BR BuyBROADRIDGE FINL SOLUTIONS IN$21,693
+11.5%
148
+2.1%
0.00%0.0%
MET BuyMETLIFE INC$18,286
+15.8%
316
+45.0%
0.00%0.0%
GCO  GENESCO INC$18,440
-19.9%
5000.0%0.00%0.0%
CASY  CASEYS GEN STORES INC$17,101
-3.5%
790.0%0.00%0.0%
NewGE HEALTHCARE TECHNOLOGIES I$16,078196
+100.0%
0.00%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$14,614
-2.6%
219
-12.4%
0.00%0.0%
DOW  DOW INC$15,622
+8.9%
2850.0%0.00%0.0%
CSL  CARLISLE COS INC$17,690
-3.9%
780.0%0.00%0.0%
ABNB  AIRBNB INC$18,660
+45.5%
1500.0%0.00%
+100.0%
C BuyCITIGROUP INC$20,661
+5.2%
441
+1.6%
0.00%0.0%
WPC BuyWP CAREY INC$20,410
+0.3%
264
+1.5%
0.00%0.0%
BuyCONSTELLATION ENERGY CORP$15,706
+1194.8%
200
+1328.6%
0.00%
AEM BuyAGNICO EAGLE MINES LTD$20,388
+1468.3%
400
+1500.0%
0.00%
EMXC NewISHARES INCmsci emrg chn$22,988466
+100.0%
0.00%
ORLY  OREILLY AUTOMOTIVE INC$23,772
+0.6%
280.0%0.00%
-33.3%
EOG BuyEOG RES INC$15,165
+133.5%
132
+164.0%
0.00%
+100.0%
BAX SellBAXTER INTL INC$16,228
-21.8%
400
-1.7%
0.00%0.0%
MOS BuyMOSAIC CO NEW$21,498
+5.1%
469
+0.6%
0.00%0.0%
DGRO  ISHARES TRcore div grwth$21,346
-0.0%
4270.0%0.00%0.0%
RGEN  REPLIGEN CORP$17,342
-0.6%
1030.0%0.00%0.0%
DD BuyDUPONT DE NEMOURS INC$19,200
+4.6%
268
+0.4%
0.00%0.0%
 HALEON PLCspon ads$7,937
+1.8%
9750.0%0.00%0.0%
DVN SellDEVON ENERGY CORP NEW$11,332
-22.3%
224
-5.5%
0.00%
-50.0%
ITB  ISHARES TRus home cons etf$8,787
+16.0%
1250.0%0.00%0.0%
MTB NewM & T BK CORP$5,38145
+100.0%
0.00%
BNDX SellVANGUARD CHARLOTTE FDStotal int bd etf$10,420
-96.2%
213
-96.4%
0.00%
-96.7%
ETSY  ETSY INC$12,024
-7.1%
1080.0%0.00%0.0%
GWW BuyGRAINGER W W INC$11,073
+146.6%
16
+100.0%
0.00%
LRCX  LAM RESEARCH CORP$7,507
+26.4%
140.0%0.00%0.0%
DTM BuyDT MIDSTREAM INC$6,517
+594.0%
132
+676.5%
0.00%
DNP  DNP SELECT INCOME FD INC$6,668
-2.0%
6050.0%0.00%0.0%
VGSH NewVANGUARD SCOTTSDALE FDSshort term treas$14,284244
+100.0%
0.00%
CW BuyCURTISS WRIGHT CORP$8,321
+90.2%
47
+80.8%
0.00%
LAMR NewLAMAR ADVERTISING CO NEWcl a$7,19372
+100.0%
0.00%
MAG BuyMAG SILVER CORP$10,136
+548.5%
800
+700.0%
0.00%
PANW BuyPALO ALTO NETWORKS INC$12,384
+303.4%
62
+181.8%
0.00%
APPN  APPIAN CORPcl a$5,770
+36.3%
1300.0%0.00%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$5,322
+0.4%
160.0%0.00%0.0%
PAAS  PAN AMERN SILVER CORP$10,920
+11.4%
6000.0%0.00%0.0%
ANSS  ANSYS INC$6,324
+37.8%
190.0%0.00%
GS BuyGOLDMAN SACHS GROUP INC$13,288
+57.5%
41
+64.0%
0.00%0.0%
APH  AMPHENOL CORP NEWcl a$11,151
+7.3%
1360.0%0.00%0.0%
AME  AMETEK INC$5,576
+4.0%
380.0%0.00%0.0%
STZ BuyCONSTELLATION BRANDS INCcl a$9,352
+24.7%
41
+28.1%
0.00%0.0%
PH BuyPARKER-HANNIFIN CORP$10,756
+516.0%
32
+433.3%
0.00%
EQX BuyEQUINOX GOLD CORP$12,875
+38915.2%
2,500
+24900.0%
0.00%
MFC BuyMANULIFE FINL CORP$11,861
+4.5%
646
+1.6%
0.00%0.0%
IFF SellINTERNATIONAL FLAVORS&FRAGRA$7,002
-14.5%
76
-2.6%
0.00%0.0%
PBA  PEMBINA PIPELINE CORP$12,442
-4.6%
3840.0%0.00%0.0%
PAG  PENSKE AUTOMOTIVE GRP INC$5,849
+23.8%
410.0%0.00%0.0%
VTRS BuyVIATRIS INC$11,979
-6.2%
1,245
+8.5%
0.00%0.0%
SLB SellSCHLUMBERGER LTD$11,135
-35.0%
227
-29.3%
0.00%
-50.0%
NRG  NRG ENERGY INC$8,744
+7.8%
2550.0%0.00%0.0%
CDXS  CODEXIS INC$14,490
-11.2%
3,5000.0%0.00%
-50.0%
EQIX  EQUINIX INC$6,589
+10.2%
90.0%0.00%0.0%
LVS  LAS VEGAS SANDS CORP$13,903
+19.5%
2420.0%0.00%0.0%
CWENA NewCLEARWAY ENERGY INCcl a$6,006200
+100.0%
0.00%
VAC  MARRIOTT VACATIONS WORLDWIDE$6,743
+0.2%
500.0%0.00%0.0%
EL  LAUDER ESTEE COS INCcl a$4,965
-0.6%
200.0%0.00%0.0%
WAB  WABTEC$14,250
+1.3%
1410.0%0.00%
-50.0%
SellHEALTHCARE RLTY TR$10,651
-11.1%
551
-11.4%
0.00%0.0%
WBA BuyWALGREENS BOOTS ALLIANCE INC$13,915
+65.3%
402
+78.7%
0.00%0.0%
CHK  CHESAPEAKE ENERGY CORP$7,604
-19.4%
1000.0%0.00%0.0%
 ENHABIT INC$6,955
+5.7%
5000.0%0.00%0.0%
LNG SellCHENIERE ENERGY INC$6,338
-2.1%
40
-7.0%
0.00%0.0%
PLAB NewPHOTRONICS INC$9,302561
+100.0%
0.00%
AB  ALLIANCEBERNSTEIN HLDG L Punit ltd partn$8,775
+6.4%
2400.0%0.00%0.0%
VOTE NewENGINE NO 1 ETF TRUSTtransfrm 500 etf$5,997126
+100.0%
0.00%
NNN SellNATIONAL 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%
1110.0%0.00%0.0%
NAVI  NAVIENT CORPORATION$13,592
-2.8%
8500.0%0.00%
-50.0%
JD  JD.COM INCspon adr cl a$10,534
-21.8%
2400.0%0.00%0.0%
DLN  WISDOMTREE TRus largecap divd$14,476
-0.1%
2340.0%0.00%
-50.0%
DON  WISDOMTREE TRus midcap divid$14,098
-0.4%
3440.0%0.00%
-50.0%
IWN SellISHARES TRrus 2000 val etf$13,943
-25.9%
102
-25.0%
0.00%
-50.0%
PXD BuyPIONEER NAT RES CO$12,261
+967.1%
60
+1100.0%
0.00%
EA  ELECTRONIC ARTS INC$5,692
-1.4%
470.0%0.00%0.0%
NEWP  NEW PAC METALS CORP$10,760
+19.6%
4,0000.0%0.00%0.0%
XLC BuySELECT SECTOR SPDR TR$14,435
+377.5%
249
+295.2%
0.00%
NewXPERI INC$5,465500
+100.0%
0.00%
CPHC  CANTERBURY PK HLDG CORP$7,346
-21.7%
3000.0%0.00%0.0%
GTX  GARRETT MOTION INC$7,385
+0.5%
9640.0%0.00%0.0%
TROW  PRICE T ROWE GROUP INC$5,658
+4.5%
500.0%0.00%0.0%
EWA NewISHARES INCmsci aust etf$6,905301
+100.0%
0.00%
Z  ZILLOW GROUP INCcl c cap stk$5,026
+38.1%
1130.0%0.00%
ZBH  ZIMMER BIOMET HOLDINGS INC$8,398
+1.3%
650.0%0.00%0.0%
SHW  SHERWIN WILLIAMS CO$6,096
-5.3%
270.0%0.00%0.0%
ASIX  ADVANSIX INC$14,160
+0.7%
3700.0%0.00%
-50.0%
AON BuyAON PLC$9,774
+8.6%
31
+3.3%
0.00%0.0%
ACM BuyAECOM$5,903
+8.6%
70
+9.4%
0.00%0.0%
SIRI SellSIRIUS XM HOLDINGS INC$9,183
-35.2%
2,313
-4.7%
0.00%
-50.0%
HES BuyHESS CORP$10,455
+207.1%
79
+229.2%
0.00%
ATVI  ACTIVISION BLIZZARD INC$8,781
+11.8%
1030.0%0.00%0.0%
PEAK  HEALTHPEAK PROPERTIES INC$10,177
-12.4%
4630.0%0.00%0.0%
K  KELLOGG CO$13,392
-6.0%
2000.0%0.00%
-50.0%
IVZ  INVESCO LTD$7,544
-8.8%
4600.0%0.00%0.0%
EWC NewISHARES INCmsci cda etf$9,639282
+100.0%
0.00%
PGR SellPROGRESSIVE CORP$12,018
-10.0%
84
-18.4%
0.00%0.0%
EBAY SellEBAY INC.$7,775
+5.8%
175
-1.1%
0.00%0.0%
LUV BuySOUTHWEST AIRLS CO$6,066
+1.9%
186
+5.1%
0.00%0.0%
EMN  EASTMAN CHEM CO$5,674
+3.8%
670.0%0.00%0.0%
 SPROTT FDS TRuranium miners e$9,411
-1.2%
3000.0%0.00%0.0%
SQ  BLOCK INCcl a$11,190
+9.2%
1630.0%0.00%0.0%
EPR  EPR PPTYS$9,525
+1.0%
2500.0%0.00%0.0%
ALC BuyALCON AG$10,652
+210.7%
151
+202.0%
0.00%
CABO  CABLE ONE INC$4,914
-1.4%
70.0%0.00%0.0%
PHB BuyINVESCO EXCH TRADED FD TR IIfndmntl hy crp$6,882
+2411.7%
393
+2356.2%
0.00%
TEL NewTE CONNECTIVITY LTD$6,68951
+100.0%
0.00%
CHRW  C H ROBINSON WORLDWIDE INC$12,056
+8.5%
1210.0%0.00%0.0%
SYK  STRYKER CORPORATION$6,605
+16.9%
230.0%0.00%0.0%
NSC BuyNORFOLK SOUTHN CORP$12,349
+160.4%
58
+205.3%
0.00%0.0%
SNPS  SYNOPSYS INC$10,429
+21.0%
270.0%0.00%0.0%
ICL  ICL GROUP LTD$5,474
-7.0%
8050.0%0.00%0.0%
NTRS  NORTHERN TR CORP$12,427
-0.4%
1410.0%0.00%0.0%
CBOE BuyCBOE GLOBAL MKTS INC$5,639
+399.5%
42
+366.7%
0.00%
SDOG  ALPS ETF TRsectr div dogs$13,671
-0.5%
2670.0%0.00%0.0%
TMUS SellT-MOBILE US INC$6,229
-87.0%
43
-87.5%
0.00%
-80.0%
RCL  ROYAL CARIBBEAN GROUP$13,713
+32.1%
2100.0%0.00%0.0%
NOC  NORTHROP GRUMMAN CORP$8,875
-15.3%
190.0%0.00%0.0%
 DUTCH BROS INCcl a$6,326
+12.2%
2000.0%0.00%0.0%
IWO SellISHARES TRrus 2000 grw etf$11,341
-26.6%
50
-30.6%
0.00%
-50.0%
RPM  RPM INTL INC$5,846
-10.5%
670.0%0.00%0.0%
BRO  BROWN & BROWN INC$7,523
+0.8%
1310.0%0.00%0.0%
FUTY  FIDELITY COVINGTON TRUSTmsci utils index$13,015
-3.9%
2970.0%0.00%0.0%
FHLC  FIDELITY COVINGTON TRUSTmsci hlth care i$8,606
-3.9%
1400.0%0.00%0.0%
NUE BuyNUCOR CORP$12,601
+85.6%
82
+57.7%
0.00%0.0%
BuyFEDERAL RLTY INVT TR NEWsh ben int new$10,749
-1.2%
109
+0.9%
0.00%0.0%
TER SellTERADYNE INC$5,411
+14.1%
50
-7.4%
0.00%0.0%
NTR  NUTRIEN LTD$8,198
+1.1%
1110.0%0.00%0.0%
HAIN  HAIN CELESTIAL GROUP INC$10,479
+6.0%
6110.0%0.00%0.0%
LNC BuyLINCOLN NATL CORP IND$4,943
+455.4%
220
+658.6%
0.00%
REGN  REGENERON PHARMACEUTICALS$7,396
+13.9%
90.0%0.00%0.0%
RF  REGIONS FINANCIAL CORP NEW$12,194
-13.9%
6570.0%0.00%
-50.0%
BAH NewBOOZ ALLEN HAMILTON HLDG CORcl a$7,60182
+100.0%
0.00%
IRM BuyIRON MTN INC DEL$11,507
+7.5%
217
+0.9%
0.00%0.0%
ICE BuyINTERCONTINENTAL EXCHANGE IN$7,872
+17.3%
75
+15.4%
0.00%0.0%
TD NewTORONTO DOMINION BK ONT$9,285155
+100.0%
0.00%
BXMT BuyBLACKSTONE MTG TR INC$8,293
-13.5%
465
+2.6%
0.00%0.0%
TDG  TRANSDIGM GROUP INC$6,634
+17.1%
90.0%0.00%0.0%
OXY BuyOCCIDENTAL PETE CORP$5,781
+0.3%
93
+2.2%
0.00%0.0%
TNL  TRAVEL PLUS LEISURE CO$5,497
+7.7%
1400.0%0.00%0.0%
EWQ NewISHARES INCmsci france etf$7,749205
+100.0%
0.00%
TFC BuyTRUIST FINL CORP$7,645
-14.5%
224
+7.7%
0.00%0.0%
REXR SellREXFORD INDL RLTY INC$5,445
+6.8%
91
-2.2%
0.00%0.0%
RIGL  RIGEL PHARMACEUTICALS INC$13,200
-12.0%
10,0000.0%0.00%
-50.0%
EWL NewISHARES INCmsci switzerland$7,388163
+100.0%
0.00%
EWU NewISHARES TRmsci uk etf new$7,420230
+100.0%
0.00%
WRB BuyBERKLEY W R CORP$13,075
+107.1%
210
+141.4%
0.00%0.0%
RIO  RIO TINTO PLCsponsored adr$7,821
-3.6%
1140.0%0.00%0.0%
RBA NewRITCHIE BROS AUCTIONEERS$8,669154
+100.0%
0.00%
IEX  IDEX CORP$9,769
+1.2%
420.0%0.00%0.0%
ON SellON SEMICONDUCTOR CORP$9,550
-70.6%
116
-77.7%
0.00%
-75.0%
PHG  KONINKLIJKE PHILIPS N V$5,469
+22.4%
2980.0%0.00%
BK BuyBANK NEW YORK MELLON CORP$10,134
+470.9%
223
+471.8%
0.00%
MU SellMICRON TECHNOLOGY INC$7,978
-65.2%
132
-71.2%
0.00%
-50.0%
ROKU  ROKU INC$7,438
+61.7%
1130.0%0.00%
UTHR  UNITED THERAPEUTICS CORP DEL$13,438
-19.5%
600.0%0.00%
-50.0%
BWXT BuyBWX TECHNOLOGIES INC$9,094
+200.3%
144
+176.9%
0.00%
JEPI NewJ P MORGAN EXCHANGE TRADED Fequity premium$10,156186
+100.0%
0.00%
HUM BuyHUMANA INC$10,195
+4.8%
21
+10.5%
0.00%0.0%
HAL BuyHALLIBURTON CO$6,230
-7.7%
197
+14.5%
0.00%0.0%
VLO BuyVALERO ENERGY CORP$9,577
+10.3%
69
+1.5%
0.00%0.0%
DLR BuyDIGITAL RLTY TR INC$4,873
+8601.8%
50
+4900.0%
0.00%
SPGI  S&P GLOBAL INC$12,102
+2.9%
350.0%0.00%0.0%
BP SellBP PLCsponsored adr$10,473
-87.5%
276
-88.5%
0.00%
-88.9%
SBAC  SBA COMMUNICATIONS CORP NEWcl a$5,009
-6.8%
190.0%0.00%0.0%
PCG BuyPG&E CORP$5,919
+599.6%
366
+603.8%
0.00%
SLM  SLM CORP$10,532
-25.4%
8500.0%0.00%
-50.0%
CHE  CHEMED CORP NEW$3,234
+5.4%
60.0%0.00%
CRL  CHARLES RIV LABS INTL INC$1,211
-7.3%
60.0%0.00%
SCHH SellSCHWAB STRATEGIC TRus reit etf$4,680
-10.8%
240
-11.8%
0.00%
-100.0%
CDAY  CERIDIAN HCM HLDG INC$367
+14.3%
50.0%0.00%
SMG BuySCOTTS MIRACLE-GRO COcl a$1,353
+107.8%
19
+46.2%
0.00%
HAUZ ExitDBX ETF TRxtrack intl real$0-39
-100.0%
0.00%
CNC  CENTENE CORP DEL$3,477
-22.9%
550.0%0.00%
CTLT BuyCATALENT INC$855
+216.7%
13
+116.7%
0.00%
SPWR ExitSUNPOWER CORP$0-200
-100.0%
0.00%
SAVA  CASSAVA SCIENCES INC$1,206
-18.3%
500.0%0.00%
CRI BuyCARTERS INC$5
+25.0%
0
+100.0%
0.00%
CCL  CARNIVAL CORP$2,614
+25.9%
2580.0%0.00%
SRE BuySEMPRA$3,554
+7.2%
24
+14.3%
0.00%
SCI SellSERVICE CORP INTL$3,672
-5.8%
53
-5.4%
0.00%
SPG  SIMON PPTY GROUP INC NEW$3,351
-4.0%
300.0%0.00%
SITE NewSITEONE LANDSCAPE SUPPLY INC$2,87521
+100.0%
0.00%
SKX  SKECHERS U S A INCcl a$381
+13.4%
80.0%0.00%
SWKS  SKYWORKS SOLUTIONS INC$3,996
+29.7%
340.0%0.00%
SJM  SMUCKER J M CO$3,331
-0.7%
210.0%0.00%
SOFI  SOFI TECHNOLOGIES INC$553
+31.7%
910.0%0.00%
WHD NewCACTUS INCcl a$2,59863
+100.0%
0.00%
SON  SONOCO PRODS CO$1,647
+0.5%
270.0%0.00%
CACI NewCACI INTL INCcl a$3,85213
+100.0%
0.00%
SCCO  SOUTHERN COPPER CORP$1,556
+26.3%
200.0%0.00%
SPLK  SPLUNK INC$863
+11.4%
90.0%0.00%
CBT  CABOT CORP$920
+14.7%
120.0%0.00%
CNA  CNA FINL CORP$482
-7.7%
120.0%0.00%
STT  STATE STR CORP$4,239
-2.4%
560.0%0.00%
SUI  SUN CMNTYS INC$705
-1.4%
50.0%0.00%
SYF  SYNCHRONY FINANCIAL$2,071
-11.5%
710.0%0.00%
AI  C3 AI INCcl a$3,357
+200.0%
1000.0%0.00%
BURL SellBURLINGTON STORES INC$1,617
-11.4%
8
-11.1%
0.00%
TTWO  TAKE-TWO INTERACTIVE SOFTWAR$955
+14.6%
80.0%0.00%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$824
+5.6%
500.0%0.00%
BRKR  BRUKER CORP$4,121
+15.4%
520.0%0.00%
TDOC  TELADOC HEALTH INC$259
+9.7%
100.0%0.00%
TFX  TELEFLEX INCORPORATED$2,029
+1.5%
80.0%0.00%
TXG  10X GENOMICS INC$782
+53.3%
140.0%0.00%
VGIT ExitVANGUARD SCOTTSDALE FDSinter term treas$0-76
-100.0%
0.00%
 BROOKFIELD CORPcl a ltd vt sh$3,455
+3.6%
1060.0%0.00%
TXT  TEXTRON INC$3,249
-0.2%
460.0%0.00%
ODP  THE ODP CORP$2,924
-1.2%
650.0%0.00%
BDN  BRANDYWINE RLTY TRsh ben int new$27
-20.6%
60.0%0.00%
BXP BuyBOSTON PROPERTIES INC$921
+127.4%
17
+183.3%
0.00%
BWA  BORGWARNER INC$1,609
+22.1%
330.0%0.00%
 THOUGHTWORKS HOLDING INC$288
-27.5%
390.0%0.00%
CURE ExitDIREXION SHS ETF TRhealthcare bul$0-10
-100.0%
0.00%
OWL  BLUE OWL CAPITAL INC$477
+4.6%
430.0%0.00%
BX BuyBLACKSTONE INC$1,757
+97.4%
20
+66.7%
0.00%
TW  TRADEWEB MKTS INCcl a$712
+21.9%
90.0%0.00%
TRU  TRANSUNION$746
+9.5%
120.0%0.00%
BIVI NewBIOVIE INCcl a new$808100
+100.0%
0.00%
MINN  TRUST FOR PROFESSIONAL MANAGmairs & pwr minn$4,453
+2.2%
2000.0%0.00%
TWLO  TWILIO INCcl a$1,666
+36.1%
250.0%0.00%
BIIB  BIOGEN INC$2,781
+0.4%
100.0%0.00%
BIO  BIO RAD LABS INCcl a$480
+14.3%
10.0%0.00%
UBER  UBER TECHNOLOGIES INC$2,188
+28.3%
690.0%0.00%
UAA  UNDER ARMOUR INCcl a$949
-6.6%
1000.0%0.00%
UA  UNDER ARMOUR INCcl c$853
-4.4%
1000.0%0.00%
GOLD  BARRICK GOLD CORP$2,823
+8.1%
1520.0%0.00%
UNFI  UNITED NAT FOODS INC$396
-31.8%
150.0%0.00%
BOH SellBANK HAWAII CORP$955
-49.4%
18
-25.0%
0.00%
USFD NewUS FOODS HLDG CORP$37010
+100.0%
0.00%
BKR  BAKER HUGHES COMPANYcl a$1,126
-2.3%
390.0%0.00%
U  UNITY SOFTWARE INC$3,601
+13.5%
1110.0%0.00%
UHS  UNIVERSAL HLTH SVCS INCcl b$2,547
-9.8%
200.0%0.00%
UNM  UNUM GROUP$1,325
-3.5%
330.0%0.00%
UEC  URANIUM ENERGY CORP$2,880
-25.8%
1,0000.0%0.00%
MTN  VAIL RESORTS INC$1,429
-1.9%
60.0%0.00%
VVV NewVALVOLINE INC$3,599103
+100.0%
0.00%
GDX  VANECK ETF TRUSTgold miners etf$421
+12.9%
130.0%0.00%
AVY  AVERY DENNISON CORP$2,030
-1.1%
110.0%0.00%
VIOG BuyVANGUARD ADMIRAL FDS INCsmlcp 600 grth$4,548
+1.7%
48
+100.0%
0.00%
AGR SellAVANGRID INC$606
-46.2%
15
-42.3%
0.00%
AVB  AVALONBAY CMNTYS INC$673
+4.2%
40.0%0.00%
ACB  AURORA CANNABIS INC$878
-24.4%
1,2580.0%0.00%
ATO  ATMOS ENERGY CORP$1,461
+0.3%
130.0%0.00%
SellATLASSIAN CORPORATIONcl a$343
-98.2%
2
-98.7%
0.00%
-100.0%
AIZ  ASSURANT INC$1,441
-4.0%
120.0%0.00%
VNQI  VANGUARD INTL EQUITY INDEX Fglb ex us etf$3,976
-1.9%
980.0%0.00%
ASB  ASSOCIATED BANC CORP$3,596
-22.1%
2000.0%0.00%
-100.0%
ARW SellARROW ELECTRS INC$2,123
+12.8%
17
-5.6%
0.00%
AWI BuyARMSTRONG WORLD INDS INC NEW$4
+33.3%
0
+100.0%
0.00%
ARCC SellARES CAPITAL CORP$183
-99.4%
10
-99.4%
0.00%
-100.0%
ARES  ARES MANAGEMENT CORPORATION$501
+21.9%
60.0%0.00%
ARMK  ARAMARK$513
-13.2%
140.0%0.00%
ATR BuyAPTARGROUP INC$10
+11.1%
0
+100.0%
0.00%
VEEV  VEEVA SYS INC$1,103
+13.9%
60.0%0.00%
VTR  VENTAS INC$783
-3.7%
180.0%0.00%
 APOLLO GLOBAL MGMT INC$2,022
-0.9%
320.0%0.00%
AIRC  APARTMENT INCOME REIT CORP$1,182
+4.4%
330.0%0.00%
BuyANNALY CAPITAL MANAGEMENT IN$1,491
+14.1%
78
+25.8%
0.00%
VXF SellVANGUARD 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%
170.0%0.00%
AIG  AMERICAN INTL GROUP INC$1,662
-20.4%
330.0%0.00%
AMH SellAMERICAN HOMES 4 RENTcl a$1,887
-77.9%
60
-78.8%
0.00%
-100.0%
VRSN  VERISIGN INC$1,902
+2.9%
90.0%0.00%
AAL  AMERICAN AIRLS GROUP INC$1,446
+16.0%
980.0%0.00%
VRSK  VERISK ANALYTICS INC$1,535
+8.8%
80.0%0.00%
 U HAUL HOLDING COMPANY$1,402
-5.5%
270.0%0.00%
VIACA BuyPARAMOUNT GLOBAL$6
+50.0%
0
+100.0%
0.00%
VIAC  PARAMOUNT GLOBAL$411
+32.2%
180.0%0.00%
HBI ExitHANESBRANDS INC$0-80
-100.0%
0.00%
VFF  VILLAGE FARMS INTL INC$166
-38.1%
2000.0%0.00%
UHAL  U HAUL HOLDING COMPANY$179
-1.1%
30.0%0.00%
VST  VISTRA CORP$672
+3.4%
280.0%0.00%
AMRN  AMARIN CORP PLCspons adr new$533
+24.0%
3550.0%0.00%
VNO SellVORNADO RLTY TRsh ben int$5
-81.5%
0
-100.0%
0.00%
VOYA  VOYA FINANCIAL INC$2,359
+16.3%
330.0%0.00%
WNS NewWNS HLDGS LTDspon adr$4,10044
+100.0%
0.00%
AMAM NewAMBRX BIOPHARMA INCsponsored ads$892100
+100.0%
0.00%
ATUS  ALTICE USA INCcl a$510
-25.5%
1490.0%0.00%
ALNY SellALNYLAM PHARMACEUTICALS INC$401
-57.8%
2
-50.0%
0.00%
ALSN  ALLISON TRANSMISSION HLDGS I$1,041
+8.8%
230.0%0.00%
WAT  WATERS CORP$1,858
-9.6%
60.0%0.00%
W  WAYFAIR INCcl a$653
+4.5%
190.0%0.00%
WELL  WELLTOWER INC$2,739
+9.4%
380.0%0.00%
ALGN  ALIGN TECHNOLOGY INC$3,676
+58.4%
110.0%0.00%
WU SellWESTERN UN CO$351
-46.3%
31
-34.0%
0.00%
WRK  WESTROCK CO$518
-13.4%
170.0%0.00%
WEX NewWEX INC$2,75915
+100.0%
0.00%
ARE BuyALEXANDRIA REAL ESTATE EQ IN$3,643
+1151.9%
29
+1350.0%
0.00%
AA  ALCOA CORP$3,873
-6.4%
910.0%0.00%
WMB SellWILLIAMS COS INC$866
-54.6%
29
-50.0%
0.00%
ALK  ALASKA AIR GROUP INC$546
-2.2%
130.0%0.00%
DGRW  WISDOMTREE TRus qtly div grt$375
+3.6%
60.0%0.00%
WOPEY NewWOODSIDE ENERGY GROUP LTDsponsored adr$3,253145
+100.0%
0.00%
WDAY  WORKDAY INCcl a$3,099
+23.5%
150.0%0.00%
WKHS  WORKHORSE GROUP INC$665
-12.5%
5000.0%0.00%
WH  WYNDHAM HOTELS & RESORTS INC$1,435
-4.5%
210.0%0.00%
AL BuyAIR LEASE CORPcl a$315
+17.1%
8
+14.3%
0.00%
XPEV  XPENG INCads$2,222
+11.8%
2000.0%0.00%
YETI  YETI HLDGS INC$80
-3.6%
20.0%0.00%
A  AGILENT TECHNOLOGIES INC$1,799
-7.5%
130.0%0.00%
ZBRA  ZEBRA TECHNOLOGIES CORPORATIcl a$2,226
+24.0%
70.0%0.00%
ZG  ZILLOW GROUP INCcl a$569
+40.1%
130.0%0.00%
ZION SellZIONS BANCORPORATION N A$638
-57.2%
21
-30.0%
0.00%
AFRM  AFFIRM HLDGS INC$372
+16.6%
330.0%0.00%
ZM SellZOOM VIDEO COMMUNICATIONS INcl a$3,988
-12.1%
54
-19.4%
0.00%
DOX  AMDOCS LTD$1,633
+5.7%
170.0%0.00%
 BABYLON HLDGS LTD$306
-24.4%
600.0%0.00%
ADUS NewADDUS HOMECARE CORP$3,09729
+100.0%
0.00%
CLVT  CLARIVATE PLC$423
+12.8%
450.0%0.00%
RE  EVEREST RE GROUP LTD$825
+8.1%
20.0%0.00%
FN NewFABRINET$2,73223
+100.0%
0.00%
HLF  HERBALIFE NUTRITION LTD$516
+8.4%
320.0%0.00%
JHG  JANUS HENDERSON GROUP PLC$773
+13.3%
290.0%0.00%
JAZZ NewJAZZ PHARMACEUTICALS PLC$2932
+100.0%
0.00%
JCI SellJOHNSON CTLS INTL PLC$2,229
-15.1%
37
-9.8%
0.00%
ASTS  AST SPACEMOBILE INC$3,810
+5.4%
7500.0%0.00%
ASX  ASE TECHNOLOGY HLDG CO LTDsponsored ads$4,424
+27.1%
5550.0%0.00%
APTV SellAPTIV PLC$2,244
+9.5%
20
-9.1%
0.00%
NVCR NewNOVOCURE LTD$2,10535
+100.0%
0.00%
NVT  NVENT ELECTRIC PLC$1,074
+11.6%
250.0%0.00%
RNR  RENAISSANCERE HLDGS LTD$2,614
+8.8%
130.0%0.00%
RPRX NewROYALTY PHARMA PLC$50514
+100.0%
0.00%
STE  STERIS PLC$2,296
+3.6%
120.0%0.00%
ATEN NewA10 NETWORKS INC$2,680173
+100.0%
0.00%
WLTW NewWILLIS TOWERS WATSON PLC LTD$4,18318
+100.0%
0.00%
PRGO  PERRIGO CO PLC$323
+5.2%
90.0%0.00%
ASGN NewASGN INC$2,72933
+100.0%
0.00%
CRSP  CRISPR THERAPEUTICS AGnamen akt$4,523
+11.3%
1000.0%0.00%
GRMN  GARMIN LTD$909
+9.4%
90.0%0.00%
SPOT  SPOTIFY TECHNOLOGY S A$1,470
+69.4%
110.0%0.00%
NewAMTD DIGITAL INCsponsored ads$2,800400
+100.0%
0.00%
NewFRONTLINE PLC$33220
+100.0%
0.00%
FVRR  FIVERR INTL LTD$3,842
+19.9%
1100.0%0.00%
SSYS  STRATASYS LTD$496
+39.3%
300.0%0.00%
WIX  WIX COM LTD$799
+29.9%
80.0%0.00%
LYB  LYONDELLBASELL INDUSTRIES N$3,879
+13.1%
410.0%0.00%
QGEN  QIAGEN NV$1,378
-7.9%
300.0%0.00%
FNDE ExitSCHWAB STRATEGIC TRschwb fdt emk lg$0-170
-100.0%
0.00%
IART  INTEGRA LIFESCIENCES HLDGS C$2,756
+2.4%
480.0%0.00%
UMPQ ExitUMPQUA HLDGS CORP$0-79
-100.0%
0.00%
PODD  INSULET CORP$319
+8.5%
10.0%0.00%
IXUS  ISHARES TRcore msci total$3,222
+7.0%
520.0%0.00%
IBP NewINSTALLED BLDG PRODS INC$2,05318
+100.0%
0.00%
INGR  INGREDION INC$2,380
+3.9%
230.0%0.00%
AKAM ExitAKAMAI TECHNOLOGIES INC$0-2
-100.0%
0.00%
 INFORMATICA INC$410
+0.7%
250.0%0.00%
IBRX  IMMUNITYBIO INC$210
-64.0%
1150.0%0.00%
IAC  IAC INC$774
+16.2%
150.0%0.00%
H  HYATT HOTELS CORP$1,230
+23.6%
110.0%0.00%
SUSC NewISHARES TResg awre usd etf$4,696204
+100.0%
0.00%
HII  HUNTINGTON INGALLS INDS INC$842
-10.2%
40.0%0.00%
HBAN  HUNTINGTON BANCSHARES INC$2,610
-20.5%
2330.0%0.00%
HPP NewHUDSON PAC PPTYS INC$44667
+100.0%
0.00%
EAGG NewISHARES TResg awr us agrgt$2,59654
+100.0%
0.00%
ESML NewISHARES TResg aware msci$4,351128
+100.0%
0.00%
HUBS SellHUBSPOT INC$429
-92.6%
1
-95.0%
0.00%
-100.0%
HLI NewHOULIHAN LOKEY INCcl a$3,50040
+100.0%
0.00%
HLT  HILTON WORLDWIDE HLDGS INC$1,550
+11.5%
110.0%0.00%
HP  HELMERICH & PAYNE INC$21
-25.0%
10.0%0.00%
JBGS NewJBG SMITH PPTYS$54336
+100.0%
0.00%
JJSF NewJ & J SNACK FOODS CORP$2,81719
+100.0%
0.00%
BuyHEARTBEAM INC$4,259
-22.5%
1,876
+66.6%
0.00%
-100.0%
BBJP NewJ P MORGAN EXCHANGE TRADED Fbetabuldrs japan$4,35690
+100.0%
0.00%
GH ExitGUARDANT HEALTH INC$0-14
-100.0%
0.00%
HE  HAWAIIAN ELEC INDUSTRIES$1,421
-8.2%
370.0%0.00%
JLL  JONES LANG LASALLE INC$2,328
-8.7%
160.0%0.00%
JMIA  JUMIA TECHNOLOGIES AGsponsored ads$329
+2.5%
1000.0%0.00%
ExitMICRO FOCUS INTL PLCspon adr new$0-4
-100.0%
0.00%
KEYS  KEYSIGHT TECHNOLOGIES INC$969
-5.6%
60.0%0.00%
HOG  HARLEY DAVIDSON INC$3,797
-8.7%
1000.0%0.00%
KMI  KINDER MORGAN INC DEL$1,734
-3.1%
990.0%0.00%
KHC SellKRAFT HEINZ CO$1,000
-27.4%
26
-23.5%
0.00%
HLNE NewHAMILTON LANE INCcl a$2,81238
+100.0%
0.00%
SellKYNDRYL HLDGS INC$1,905
-66.7%
129
-74.9%
0.00%
-100.0%
LEG SellLEGGETT & PLATT INC$993
-80.7%
31
-80.6%
0.00%
-100.0%
LMND  LEMONADE INC$3,637
+4.3%
2550.0%0.00%
LEN  LENNAR CORPcl a$2,628
+16.2%
250.0%0.00%
LBRDK  LIBERTY BROADBAND CORP$1,063
+7.2%
130.0%0.00%
LSXMK NewLIBERTY MEDIA CORP DEL$33612
+100.0%
0.00%
FWONK  LIBERTY MEDIA CORP DEL$2,096
+25.2%
280.0%0.00%
FWONA  LIBERTY MEDIA CORP DEL$1,013
+26.5%
150.0%0.00%
BETZ  LISTED FD TRroundhill sports$17
+21.4%
10.0%0.00%
HCA  HCA HEALTHCARE INC$4,251
+9.9%
160.0%0.00%
 HF SINCLAIR CORP$1,077
-6.7%
220.0%0.00%
GWRE  GUIDEWIRE SOFTWARE INC$903
+31.2%
110.0%0.00%
 LUCID GROUP INC$4,680
+17.7%
5820.0%0.00%
LOPE NewGRAND CANYON ED INC$3,87334
+100.0%
0.00%
LUMN BuyLUMEN TECHNOLOGIES INC$455
-13.2%
171
+71.0%
0.00%
LITE  LUMENTUM HLDGS INC$811
+3.6%
150.0%0.00%
LYFT  LYFT INC$38
-13.6%
40.0%0.00%
MGM  MGM RESORTS INTERNATIONAL$4,843
+32.5%
1090.0%0.00%
MSCI  MSCI INC$2,239
+20.3%
40.0%0.00%
MRO SellMARATHON OIL CORP$1,965
-37.4%
82
-29.3%
0.00%
LIT  GLOBAL X FDSlithium btry etf$1,640
+9.3%
260.0%0.00%
GPN  GLOBAL PMTS INC$3,818
+6.1%
360.0%0.00%
GSAT  GLOBALSTAR INC$348
-12.8%
3000.0%0.00%
LAND  GLADSTONE LD CORP$117
-8.6%
70.0%0.00%
MRVL SellMARVELL TECHNOLOGY INC$1,559
-76.1%
36
-79.5%
0.00%
-100.0%
 MASTERBRAND INC$169
+6.3%
210.0%0.00%
MTCH SellMATCH GROUP INC NEW$960
-22.9%
25
-16.7%
0.00%
MKC  MCCORMICK & CO INC$999
+0.4%
120.0%0.00%
GPS  GAP INC$492
-11.0%
490.0%0.00%
GLPI  GAMING & LEISURE PPTYS INC$1,614
-0.1%
310.0%0.00%
MEDP NewMEDPACE HLDGS INC$2,63314
+100.0%
0.00%
BEN  FRANKLIN RESOURCES INC$2,344
+2.1%
870.0%0.00%
MTD  METTLER TOLEDO INTERNATIONAL$1,531
+6.0%
10.0%0.00%
FBHS  FORTUNE BRANDS INNOVATIONS I$1,234
+2.9%
210.0%0.00%
MVIS  MICROVISION INC DEL$259
+13.6%
970.0%0.00%
FL BuyFOOT LOCKER INC$70.0%0
+100.0%
0.00%
 FLUENCE ENERGY INC$1,317
+18.1%
650.0%0.00%
FLO  FLOWERS FOODS INC$658
-4.6%
240.0%0.00%
MC  MOELIS & COcl a$2,153
+0.2%
560.0%0.00%
MHK  MOHAWK INDS INC$401
-2.0%
40.0%0.00%
MOH NewMOLINA HEALTHCARE INC$5352
+100.0%
0.00%
FND  FLOOR & DECOR HLDGS INCcl a$688
+41.3%
70.0%0.00%
MDB  MONGODB INCcl a$933
+18.6%
40.0%0.00%
MPWR SellMONOLITHIC PWR SYS INC$4,570
+6.6%
9
-25.0%
0.00%
MNST BuyMONSTER BEVERAGE CORP NEW$3,781
+6.4%
70
+100.0%
0.00%
FIVN  FIVE9 INC$507
+6.7%
70.0%0.00%
NewFIRSTCASH HOLDINGS INC$3,81540
+100.0%
0.00%
MSI  MOTOROLA SOLUTIONS INC$4,662
+11.3%
160.0%0.00%
NCR  NCR CORP NEW$472
+0.9%
200.0%0.00%
NVEE NewNV5 GLOBAL INC$2,80827
+100.0%
0.00%
NOV  NOV INC$297
-11.1%
160.0%0.00%
NDAQ  NASDAQ INC$2,981
-10.9%
550.0%0.00%
NTRA  NATERA INC$667
+38.4%
120.0%0.00%
FRC SellFIRST REP BK SAN FRANCISCO C$354
-93.0%
25
-39.0%
0.00%
-100.0%
FHN BuyFIRST HORIZON CORPORATION$2,127
+1.8%
120
+41.2%
0.00%
NPCE  NEUROPACE INC$1,949
+211.3%
4200.0%0.00%
NRZ BuyRITHM CAPITAL CORP$10
+100.0%
0.00%
NewNEW YORK MTG TR INC$10010
+100.0%
0.00%
NYT  NEW YORK TIMES COcl a$4,511
+19.8%
1160.0%0.00%
NEM  NEWMONT CORP$1,011
+3.9%
210.0%0.00%
NWS  NEWS CORP NEWcl b$384
-5.4%
220.0%0.00%
FAF BuyFIRST AMERN FINL CORP$4,634
+622.9%
83
+591.7%
0.00%
NOK  NOKIA CORPsponsored adr$491
+5.8%
1000.0%0.00%
FDS  FACTSET RESH SYS INC$2,101
+3.7%
50.0%0.00%
FMC  FMC CORP$2,580
-2.1%
210.0%0.00%
EXR  EXTRA SPACE STORAGE INC$326
+10.9%
20.0%0.00%
EXPD  EXPEDITORS INTL WASH INC$992
+6.1%
90.0%0.00%
OKTA  OKTA INCcl a$2,156
+26.2%
250.0%0.00%
ORI SellOLD REP INTL CORP$4,673
-49.9%
187
-51.6%
0.00%
-100.0%
OMC  OMNICOM GROUP INC$755
+15.6%
80.0%0.00%
EXPE  EXPEDIA GROUP INC$777
+10.8%
80.0%0.00%
OKE  ONEOK INC NEW$2,231
-2.3%
350.0%0.00%
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$384
+18.5%
70.0%0.00%
OGN BuyORGANON & CO$2,731
-5.1%
116
+12.6%
0.00%
OSK  OSHKOSH CORP$4,385
-5.5%
530.0%0.00%
-100.0%
EVRI  EVERI HLDGS INC$121
+21.0%
70.0%0.00%
OC  OWENS CORNING NEW$2,204
+12.3%
230.0%0.00%
FRO ExitFRONTLINE LTD$0-20
-100.0%
0.00%
EEFT  EURONET WORLDWIDE INC$1,343
+18.5%
120.0%0.00%
ESS  ESSEX PPTY TR INC$1,754
-0.6%
80.0%0.00%
COWZ SellPACER FDS TRus cash cows 100$4,836
-83.3%
103
-83.5%
0.00%
-100.0%
PKG  PACKAGING CORP AMER$1,744
+8.5%
130.0%0.00%
PLTR  PALANTIR TECHNOLOGIES INCcl a$288
+32.1%
340.0%0.00%
PZZA NewPAPA JOHNS INTL INC$2,39832
+100.0%
0.00%
EQH  EQUITABLE HLDGS INC$1,727
-11.5%
680.0%0.00%
 PEAR THERAPEUTICS INC$1,148
-78.4%
4,5000.0%0.00%
-100.0%
PEGA  PEGASYSTEMS INC$582
+41.6%
120.0%0.00%
PTON  PELOTON INTERACTIVE INC$329
+43.0%
290.0%0.00%
PEN  PENUMBRA INC$837
+25.5%
30.0%0.00%
EFX  EQUIFAX INC$3,043
+4.4%
150.0%0.00%
PKI  PERKINELMER INC$3,073
-4.9%
230.0%0.00%
PLUS NewEPLUS INC$2,69855
+100.0%
0.00%
EPAM  EPAM SYS INC$598
-8.7%
20.0%0.00%
NewENERGY VAULT HOLDINGS INC$16175
+100.0%
0.00%
ESRT  EMPIRE ST RLTY TR INCcl a$7
+16.7%
10.0%0.00%
SellEMBECTA CORP$57
-25.0%
2
-33.3%
0.00%
PINS  PINTEREST INCcl a$737
+12.3%
270.0%0.00%
PLTK  PLAYTIKA HLDG CORP$530
+32.5%
470.0%0.00%
BPOP  POPULAR INC$4,019
-13.4%
700.0%0.00%
-100.0%
PBH NewPRESTIGE CONSMR HEALTHCARE I$3,57057
+100.0%
0.00%
PRI NewPRIMERICA INC$3,27319
+100.0%
0.00%
ELAN NewELANCO ANIMAL HEALTH INC$29231
+100.0%
0.00%
EW  EDWARDS LIFESCIENCES CORP$3,227
+10.9%
390.0%0.00%
PCOR  PROCORE TECHNOLOGIES INC$564
+32.7%
90.0%0.00%
PRG NewPROG HOLDINGS INC$1,90480
+100.0%
0.00%
PGNY NewPROGYNY INC$1,83157
+100.0%
0.00%
ZEST  BITNILE METAVERSE INC$71
-48.6%
6000.0%0.00%
EQT  EQT CORP$734
-5.7%
230.0%0.00%
PHM  PULTE GROUP INC$2,159
+28.0%
370.0%0.00%
PSTG  PURE STORAGE INCcl a$179
-4.3%
70.0%0.00%
DT  DYNATRACE INC$381
+10.4%
90.0%0.00%
NewRXO INC$51126
+100.0%
0.00%
RL  RALPH LAUREN CORPcl a$242
+10.5%
20.0%0.00%
RJF BuyRAYMOND JAMES FINL INC$3,131
-12.5%
34
+3.0%
0.00%
ExitVOLTA INC$0-100
-100.0%
0.00%
DNB  DUN & BRADSTREET HLDGS INC$470
-4.1%
400.0%0.00%
 DRAFTKINGS INC NEW$1,936
+70.0%
1000.0%0.00%
DEI  DOUGLAS EMMETT INC$9
-18.2%
10.0%0.00%
REG  REGENCY CTRS CORP$1,836
-2.1%
300.0%0.00%
RSG SellREPUBLIC SVCS INC$812
-70.0%
6
-71.4%
0.00%
NewRESHAPE LIFESCIENCES INC$707275
+100.0%
0.00%
RMD  RESMED INC$1,314
+5.2%
60.0%0.00%
BILL ExitBILL COM HLDGS INC$0-2
-100.0%
0.00%
RVNC  REVANCE THERAPEUTICS INC$1,224
+74.6%
380.0%0.00%
RNG  RINGCENTRAL INCcl a$338
-13.1%
110.0%0.00%
RAD  RITE AID CORP$23
-30.3%
100.0%0.00%
RHI  ROBERT HALF INTL INC$2,071
+9.2%
260.0%0.00%
 ROBINHOOD MKTS INC$195
+19.6%
200.0%0.00%
RBLX  ROBLOX CORPcl a$1,485
+58.1%
330.0%0.00%
DASH SellDOORDASH INCcl a$1,081
+16.5%
17
-10.5%
0.00%
ROL  ROLLINS INC$1,132
+2.7%
300.0%0.00%
ROP  ROPER TECHNOLOGIES INC$3,980
+2.0%
90.0%0.00%
DPZ  DOMINOS PIZZA INC$1,324
-4.7%
40.0%0.00%
DOCU  DOCUSIGN INC$1,225
+5.2%
210.0%0.00%
BuySL GREEN RLTY CORP$683
+84.1%
29
+163.6%
0.00%
DXCM  DEXCOM INC$2,556
+2.6%
220.0%0.00%
DDOG SellDATADOG INC$872
-86.2%
12
-86.0%
0.00%
-100.0%
SLYG  SPDR SER TRs&p 600 smcp grw$222
+2.3%
30.0%0.00%
DNMR  DANIMER SCIENTIFIC INC$345
+92.7%
1000.0%0.00%
DXC  DXC TECHNOLOGY CO$2,173
-3.5%
850.0%0.00%
SPIB SellSPDR SER TRportfolio intrmd$130
-98.3%
4
-98.3%
0.00%
-100.0%
CCK SellCROWN HLDGS INC$348
-97.5%
4
-97.7%
0.00%
-100.0%
CACC  CREDIT ACCEP CORP MICH$437
-7.8%
10.0%0.00%
XSD  SPDR SER TRs&p semicndctr$626
+24.7%
30.0%0.00%
COTY  COTY INC$652
+41.1%
540.0%0.00%
CSGP SellCOSTAR GROUP INC$3,168
-14.6%
46
-4.2%
0.00%
ED  CONSOLIDATED EDISON INC$2,679
+0.4%
280.0%0.00%
TFI NewSPDR SER TRnuveen blmbrg mu$1884
+100.0%
0.00%
ECON  COLUMBIA ETF TR IIemrg markets etf$3,153
+3.9%
1540.0%0.00%
COLB NewCOLUMBIA BKG SYS INC$1,00747
+100.0%
0.00%
CIGI NewCOLLIERS INTL GROUP INC$3,58934
+100.0%
0.00%
COIN SellCOINBASE GLOBAL INC$811
-61.2%
12
-79.7%
0.00%
SAP  SAP SEspon adr$4,683
+22.7%
370.0%0.00%
CGNX BuyCOGNEX CORP$10
+100.0%
0.00%
CCOI NewCOGENT COMMUNICATIONS HLDGS$2,99547
+100.0%
0.00%
CLOV BuyCLOVER HEALTH INVESTMENTS CO$25
+25.0%
29
+38.1%
0.00%
CLF  CLEVELAND-CLIFFS INC NEW$3,941
+13.8%
2150.0%0.00%
CFG  CITIZENS FINL GROUP INC$1,519
-22.8%
500.0%0.00%
CINF SellCINCINNATI FINL CORP$1,621
+2.4%
14
-6.7%
0.00%
CMG  CHIPOTLE MEXICAN GRILL INC$3,417
+23.1%
20.0%0.00%
FNDA SellSCHWAB STRATEGIC TRschwab fdt us sc$4,134
-47.2%
85
-49.4%
0.00%
-100.0%
PSP ExitINVESCO EXCHANGE TRADED FD Tgbl listed pvt$0-120
-100.0%
0.00%
VIGI ExitVANGUARD WHITEHALL FDSintl dvd etf$0-31
-100.0%
0.00%
SGOL ExitABRDN GOLD ETF TRUST$0-200
-100.0%
0.00%
EBND ExitSPDR SER TRbloomberg emergi$0-123
-100.0%
0.00%
NYMT ExitNEW YORK MTG TR INC$0-41
-100.0%
0.00%
SE ExitSEA LTDsponsord ads$0-16
-100.0%
0.00%
ExitRIVIAN AUTOMOTIVE INC$0-28
-100.0%
0.00%
XRX ExitXEROX HOLDINGS CORP$0-4
-100.0%
0.00%
RSX ExitVANECK ETF TRUSTvaneck russia et$0-10
-100.0%
0.00%
GLOB ExitGLOBANT S A$0-2
-100.0%
0.00%
SCHC ExitSCHWAB STRATEGIC TRintl sceqt etf$0-58
-100.0%
0.00%
SIVB ExitSVB FINANCIAL GROUP$0-3
-100.0%
0.00%
APA ExitAPA CORPORATION$0-13
-100.0%
0.00%
VSS ExitVANGUARD INTL EQUITY INDEX Fftse smcap etf$0-37
-100.0%
0.00%
NLOK ExitGEN DIGITAL INC$0-13
-100.0%
0.00%
FNDC ExitSCHWAB STRATEGIC TRschwb fdt int sc$0-90
-100.0%
0.00%
SCHP ExitSCHWAB STRATEGIC TRus tips etf$0-56
-100.0%
0.00%
IWC ExitISHARES TRmicro-cap etf$0-11
-100.0%
0.00%
NTNX ExitNUTANIX INCcl a$0-10
-100.0%
0.00%
NS ExitNUSTAR ENERGY LP$0-218
-100.0%
0.00%
DOCN ExitDIGITALOCEAN HLDGS INC$0-156
-100.0%
0.00%
OMCL ExitOMNICELL COM$0-70
-100.0%
0.00%
ACWI  ISHARES TRmsci acwi etf$274
+7.5%
30.0%0.00%
IWP NewISHARES TRrus md cp gr etf$2,18624
+100.0%
0.00%
FXI  ISHARES TRchina lg-cap etf$3,246
+4.3%
1100.0%0.00%
PXH ExitINVESCO EXCH TRADED FD TR IIftse rafi emng$0-195
-100.0%
0.00%
EEMA NewISHARES INCmsci em asia etf$2,39336
+100.0%
0.00%
IQV BuyIQVIA HLDGS INC$1,592
+29.5%
8
+33.3%
0.00%
NVTA  INVITAE CORP$608
-27.4%
4500.0%0.00%
PHO  INVESCO EXCHANGE TRADED FD Twater res etf$267
+3.5%
50.0%0.00%
SLV  ISHARES SILVER TRishares$2,412
+0.5%
1090.0%0.00%
PBW  INVESCO EXCHANGE TRADED FD Twilderhil clan$3,839
+5.4%
950.0%0.00%
IBKR  INTERACTIVE BROKERS GROUP IN$1,077
+14.1%
130.0%0.00%
COWN ExitCOWEN INCcl a new$0-250
-100.0%
-0.00%
CLH ExitCLEAN HARBORS INC$0-115
-100.0%
-0.00%
IWV ExitISHARES TRrussell 3000 etf$0-39
-100.0%
-0.00%
HASI ExitHANNON ARMSTRONG SUST INFR C$0-270
-100.0%
-0.00%
GPK ExitGRAPHIC PACKAGING HLDG CO$0-427
-100.0%
-0.00%
VFC ExitV F CORP$0-248
-100.0%
-0.00%
XT ExitISHARES TRexponential tech$0-194
-100.0%
-0.00%
AVA ExitAVISTA CORP$0-200
-100.0%
-0.00%
FNDX ExitSCHWAB STRATEGIC TRschwab fdt us lg$0-118
-100.0%
-0.00%
MP ExitMP MATERIALS CORP$0-302
-100.0%
-0.00%
FCNCA ExitFIRST CTZNS BANCSHARES INC Ncl a$0-15
-100.0%
-0.00%
CNRG ExitSPDR SER TRs&p kensho clean$0-74
-100.0%
-0.00%
SCHN ExitSCHNITZER STEEL INDS INCcl a$0-200
-100.0%
-0.00%
MRTN ExitMARTEN TRANS LTD$0-280
-100.0%
-0.00%
VMBS ExitVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$0-136
-100.0%
-0.00%
IAA ExitIAA INC$0-295
-100.0%
-0.00%
SAND ExitSANDSTORM GOLD LTD$0-2,000
-100.0%
-0.00%
MERC ExitMERCER INTL INC$0-832
-100.0%
-0.00%
IDNA ExitISHARES TRgenomics immun$0-279
-100.0%
-0.00%
KNX ExitKNIGHT-SWIFT TRANSN HLDGS INcl a$0-245
-100.0%
-0.00%
AEIS ExitADVANCED ENERGY INDS$0-150
-100.0%
-0.00%
ExitPERION NETWORK LTD$0-520
-100.0%
-0.00%
IDRV ExitISHARES TRself drivng ev$0-238
-100.0%
-0.00%
GIB ExitCGI INCcl a sub vtg$0-112
-100.0%
-0.00%
BTAL ExitAGF INVTS TRagfiq us mk anti$0-488
-100.0%
-0.00%
ExitTIDAL ETF TRresidential reit$0-614
-100.0%
-0.00%
ASO ExitACADEMY SPORTS & OUTDOORS IN$0-304
-100.0%
-0.00%
AR ExitANTERO RESOURCES CORP$0-678
-100.0%
-0.00%
STOR ExitSTORE CAP CORP$0-574
-100.0%
-0.00%
LKQ ExitLKQ CORP$0-376
-100.0%
-0.00%
XLRE ExitSELECT SECTOR SPDR TRrl est sel sec$0-408
-100.0%
-0.00%
PIPR ExitPIPER SANDLER COMPANIES$0-191
-100.0%
-0.00%
BERY ExitBERRY GLOBAL GROUP INC$0-428
-100.0%
-0.00%
NIO ExitNIO INCspon ads$0-2,498
-100.0%
-0.00%
PICK ExitISHARES INCmsci gbl etf new$0-569
-100.0%
-0.00%
FIBK ExitFIRST INTST BANCSYSTEM INC$0-1,000
-100.0%
-0.00%
IYE ExitISHARES TRu.s. energy etf$0-710
-100.0%
-0.00%
ET ExitENERGY TRANSFER L P$0-3,307
-100.0%
-0.00%
THCX ExitSPINNAKER ETF SERIEScannabis etf$0-13,000
-100.0%
-0.00%
ITOT ExitISHARES TRcore s&p ttl stk$0-522
-100.0%
-0.01%
XSOE ExitWISDOMTREE TRem ex st-owned$0-3,351
-100.0%
-0.01%
LIN ExitLINDE PLC$0-279
-100.0%
-0.01%
BLDR ExitBUILDERS FIRSTSOURCE INC$0-2,000
-100.0%
-0.01%
VXUS ExitVANGUARD STAR FDSvg tl intl stk f$0-3,740
-100.0%
-0.02%
SPTS ExitSPDR SER TRportfolio sh tsr$0-219,997
-100.0%
-0.69%
URTH ExitISHARES 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
Signatures

The EDGAR filing(s) were signed by:

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

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

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

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

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