$395 Million is the total value of Sugarloaf Wealth Management, LLC's 698 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 8.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DRSK | Sell | APTUS DEFINED RISK ETFetf | $52,346,254 | -14.2% | 2,245,657 | -8.5% | 13.24% | -7.3% |
Sell | APTUS ENHANCED YIELD ETFetf | $38,129,165 | -11.2% | 1,574,284 | -10.7% | 9.64% | -4.1% | |
ACIO | Sell | APTUS COLLARED INVESTMENT OPPORTUNITY ETFetf | $30,464,073 | -42.5% | 1,001,120 | -41.2% | 7.70% | -37.9% |
VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $22,009,843 | +4.1% | 308,564 | +9.6% | 5.56% | +12.4% |
OSCV | Sell | OPUS SMALL CAP VALUE ETFetf | $21,269,593 | -31.6% | 701,272 | -27.9% | 5.38% | -26.1% |
SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $17,861,314 | -7.9% | 355,378 | -4.5% | 4.52% | -0.5% |
Buy | APTUS INTERNATIONAL ENHANCED YIELDetf | $15,867,623 | +26.8% | 829,523 | +31.6% | 4.01% | +36.9% | |
New | APTUS LARGE CAP ENHANCED YIELD ETFetf | $13,708,163 | – | 555,846 | +100.0% | 3.47% | – | |
RSP | Buy | INVESCO ETF TRUST S&P 500 EQUAL WEIGHTetf | $10,911,196 | +665.5% | 77,008 | +708.4% | 2.76% | +726.0% |
AAPL | Sell | APPLE INCstock | $9,570,327 | -18.0% | 55,898 | -7.1% | 2.42% | -11.5% |
BND | New | VANGUARD TOTAL BOND MARKET ETFetf | $8,786,196 | – | 125,913 | +100.0% | 2.22% | – |
HD | Sell | HOME DEPOTstock | $5,994,039 | -5.1% | 19,837 | -2.5% | 1.52% | +2.5% |
SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $5,974,053 | -16.1% | 177,958 | -14.1% | 1.51% | -9.3% |
MSFT | Sell | MICROSOFTstock | $4,776,008 | -13.0% | 15,126 | -6.1% | 1.21% | -6.0% |
INFL | Sell | HORIZON KINETICS INFLATION BENEFICIARIES ETFetf | $3,503,399 | -70.9% | 115,092 | -70.7% | 0.89% | -68.5% |
SO | Sell | SOUTHERN CO COMstock | $3,188,012 | -13.0% | 49,259 | -5.6% | 0.81% | -6.1% |
GOOGL | Sell | GOOGLE INCstock | $3,145,804 | -5.1% | 24,039 | -13.2% | 0.80% | +2.4% |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ETFetf | $3,094,265 | -13.1% | 30,899 | -13.4% | 0.78% | -6.2% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $2,980,294 | -1.2% | 20,551 | -0.9% | 0.75% | +6.8% |
V | Sell | VISA INCstock | $2,983,418 | -9.2% | 12,971 | -6.2% | 0.75% | -2.0% |
WMT | Buy | WALMART INC COMstock | $2,916,780 | +246.3% | 18,238 | +240.3% | 0.74% | +274.6% |
UNH | Buy | UNITEDHEALTH GROUPstock | $2,915,648 | +8.9% | 5,783 | +3.8% | 0.74% | +17.5% |
PXD | Buy | PIONEER NATURAL RESOURCES COstock | $2,861,821 | +11.4% | 12,467 | +0.6% | 0.72% | +20.5% |
ADBE | Sell | ADOBE SYS INCstock | $2,742,093 | -16.0% | 5,378 | -19.5% | 0.69% | -9.3% |
CPRT | Buy | COPART INC COMstock | $2,723,975 | -8.5% | 63,216 | +93.7% | 0.69% | -1.1% |
ROP | Sell | ROPER INDUSTRIES INCstock | $2,719,256 | -2.0% | 5,615 | -2.7% | 0.69% | +6.0% |
BR | Sell | BROADRIDGE FINL SOLUTIONS INC COMstock | $2,721,764 | -6.1% | 15,201 | -13.1% | 0.69% | +1.5% |
CHE | Buy | CHEMED CORP NEW COMstock | $2,677,867 | +3.9% | 5,153 | +8.3% | 0.68% | +12.3% |
AVGO | Sell | AVAGO TECHNOLOGIES LTDstock | $2,656,059 | -16.1% | 3,198 | -12.3% | 0.67% | -9.3% |
ADME | Sell | APTUS DRAWDOWN MANAGED EQUITY ETFetf | $2,589,271 | -11.9% | 73,874 | -8.4% | 0.66% | -4.8% |
PGR | Buy | PROGRESSIVE CORP COMstock | $2,570,300 | +8.8% | 18,452 | +3.3% | 0.65% | +17.5% |
AMT | Buy | AMERICAN TOWER CORPreit | $2,559,645 | +6.0% | 15,565 | +25.0% | 0.65% | +14.5% |
QQQ | Sell | POWERSHARES QQQ TRetf | $2,417,403 | -19.3% | 6,747 | -16.8% | 0.61% | -12.8% |
USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $2,279,799 | -2.6% | 31,498 | 0.0% | 0.58% | +5.1% | |
DIA | SPDR DOW JONES INDUSTRIAL ETFetf | $2,247,515 | -2.6% | 6,710 | 0.0% | 0.57% | +5.2% | |
KO | Sell | COCA COLA CO COMstock | $2,237,683 | -7.3% | 39,973 | -0.3% | 0.57% | +0.2% |
QLTA | Sell | ISHARES AAA-A RATED CORPORATE BOND ETFetf | $2,088,895 | -8.7% | 46,338 | -4.5% | 0.53% | -1.5% |
Buy | DOUBLELINE MORTGAGE ETFetf | $1,705,280 | -0.8% | 36,271 | +4.3% | 0.43% | +7.2% | |
ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $1,633,924 | -34.9% | 32,432 | -35.0% | 0.41% | -29.8% |
PJAN | Sell | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYetf | $1,463,702 | -4.6% | 42,065 | -3.7% | 0.37% | +3.1% |
QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $1,427,286 | -2.3% | 10,830 | 0.0% | 0.36% | +5.6% | |
NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRILetf | $1,310,571 | +0.3% | 31,339 | 0.0% | 0.33% | +8.2% | |
SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $1,305,081 | -11.4% | 16,118 | -11.3% | 0.33% | -4.3% |
VTI | Buy | VANGUARD TOTAL STK MKTetf | $1,270,226 | +4.5% | 5,980 | +8.3% | 0.32% | +12.6% |
DVY | Sell | ISHARES DJ SELECT DIVIDENDetf | $1,232,937 | -9.3% | 11,454 | -4.5% | 0.31% | -1.9% |
NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $1,225,448 | +0.3% | 24,563 | 0.0% | 0.31% | +8.4% | |
POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBERetf | $1,202,693 | +1.5% | 35,415 | 0.0% | 0.30% | +9.7% | |
STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $1,165,608 | +25.5% | 12,026 | +26.4% | 0.30% | +35.9% |
IVV | ISHARES S&P 500 INDEXetf | $1,136,901 | -3.7% | 2,647 | 0.0% | 0.29% | +4.0% | |
BACPRL | Sell | BK OF AMERICA CORP 7.25CNV PFD Lconvertible preferred | $1,117,771 | -7.8% | 1,005 | -2.9% | 0.28% | -0.4% |
PEY | Buy | POWERSHARES HY DIVIDEND ACHIEVERSetf | $1,022,070 | +0.1% | 53,261 | +0.2% | 0.26% | +7.9% |
ITOT | Buy | ISHARES TR S&P 1500 INDEX FDetf | $1,020,016 | +3.9% | 10,829 | +7.9% | 0.26% | +12.2% |
PNOV | Sell | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERetf | $1,017,984 | -7.0% | 30,792 | -4.6% | 0.26% | +0.4% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $962,357 | -5.2% | 6,179 | +0.8% | 0.24% | +2.1% |
SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $915,599 | -4.5% | 2,142 | -0.9% | 0.23% | +3.6% |
BAC | Sell | BANK AMERICA CORP COMstock | $900,793 | -7.2% | 32,900 | -2.8% | 0.23% | +0.4% |
PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILetf | $868,346 | -0.9% | 28,368 | 0.0% | 0.22% | +7.3% | |
COST | Buy | COSTCO WHOLESALE CORPstock | $819,064 | +9.7% | 1,450 | +4.5% | 0.21% | +18.3% |
PSEP | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBERetf | $795,063 | +25.1% | 24,539 | +26.3% | 0.20% | +34.9% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $789,659 | -4.2% | 5,082 | +0.1% | 0.20% | +3.6% |
IWM | ISHARES RUSSELL 2000 ETFetf | $787,322 | -5.6% | 4,455 | 0.0% | 0.20% | +2.1% | |
XOM | Sell | EXXON MOBIL CORP COMstock | $740,371 | +3.3% | 6,297 | -5.8% | 0.19% | +11.3% |
UCBI | Buy | UNITED COMMUNITY BANKS INC BLAIRSVILLE GAstock | $720,358 | +1.8% | 28,349 | +0.1% | 0.18% | +9.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $716,364 | -2.8% | 2,045 | -5.4% | 0.18% | +5.2% |
IBM | Buy | INTL BUSINESS MACHINESstock | $667,018 | +5.7% | 4,754 | +0.8% | 0.17% | +14.2% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $632,021 | -8.7% | 1,453 | -11.2% | 0.16% | -1.2% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $627,385 | +0.2% | 4,301 | +4.2% | 0.16% | +8.2% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $612,763 | +7.4% | 11,449 | +12.6% | 0.16% | +16.5% |
NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYetf | $607,773 | +1.4% | 14,978 | 0.0% | 0.15% | +10.0% | |
TSLA | TESLA MOTORS INCstock | $587,764 | -4.4% | 2,349 | 0.0% | 0.15% | +3.5% | |
BIF | Buy | SRH TOTAL RETURN FUND INC COMcef | $583,384 | -2.2% | 44,945 | +0.0% | 0.15% | +5.7% |
MRK | Buy | MERCK & CO INCstock | $582,761 | -10.7% | 5,661 | +0.1% | 0.15% | -3.9% |
MGC | Buy | VANGUARD MEGA CAP 300 ETFetf | $557,047 | -2.6% | 3,668 | +0.3% | 0.14% | +5.2% |
HDV | ISHARES TR HIGH DIVID EQUITY FDetf | $557,443 | -1.9% | 5,637 | 0.0% | 0.14% | +6.0% | |
BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRILetf | $545,461 | -2.3% | 15,598 | 0.0% | 0.14% | +5.3% | |
VZ | Buy | VERIZON COMMUNICATIONSstock | $537,082 | -9.9% | 16,571 | +3.3% | 0.14% | -2.9% |
GPC | GENUINE PARTS CO COMstock | $528,137 | -6.6% | 313,067 | 0.0% | 0.13% | +1.5% | |
CVX | Buy | CHEVRON CORP NEW COMstock | $526,295 | +7.3% | 3,121 | +0.1% | 0.13% | +15.7% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $514,055 | +6.3% | 1,309 | +10.3% | 0.13% | +15.0% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $514,498 | -12.4% | 7,995 | -8.1% | 0.13% | -5.1% |
PJUL | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYetf | $475,541 | +19.7% | 14,111 | +21.5% | 0.12% | +29.0% |
IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $471,201 | -3.5% | 18,551 | 0.0% | 0.12% | +4.4% | |
AMZN | Buy | AMAZON.COM INCstock | $431,160 | +0.5% | 3,392 | +3.0% | 0.11% | +9.0% |
TRV | TRAVELERS COMPANIES INC COMstock | $428,104 | -6.0% | 2,621 | 0.0% | 0.11% | +0.9% | |
IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $410,423 | -3.3% | 1,543 | 0.0% | 0.10% | +5.1% | |
ABBV | Sell | ABBVIE INC COMstock | $409,080 | -8.7% | 2,744 | -17.5% | 0.10% | -1.9% |
NOBL | Buy | PROSHARES TR S&P 500 ARISTOCRATSetf | $402,964 | -5.7% | 4,551 | +0.4% | 0.10% | +2.0% |
PEP | Buy | PEPSICO INC COMstock | $399,672 | -1.7% | 2,359 | +7.5% | 0.10% | +6.3% |
AOA | Buy | ISHARES TR S&P AGGRESSIVE ALLOCATION FDetf | $396,118 | -1.5% | 6,239 | +2.9% | 0.10% | +6.4% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $388,013 | +80.3% | 8,875 | +90.5% | 0.10% | +96.0% |
CAT | Buy | CATERPILLAR INC COMstock | $389,534 | +11.0% | 1,427 | +0.1% | 0.10% | +19.5% |
PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBERetf | $378,709 | -2.8% | 11,703 | 0.0% | 0.10% | +5.5% | |
TGT | Sell | TARGET CORP COMstock | $367,879 | -17.3% | 3,327 | -1.3% | 0.09% | -10.6% |
EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $362,864 | +88837.3% | 4,397 | +87840.0% | 0.09% | – |
AYI | ACUITY BRANDS INCstock | $340,620 | +4.4% | 2,000 | 0.0% | 0.09% | +13.2% | |
FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $323,116 | -1.9% | 10,203 | 0.0% | 0.08% | +6.5% | |
T | Sell | AT&T INC COMstock | $316,728 | -11.1% | 21,087 | -5.6% | 0.08% | -3.6% |
SNV | SYNOVUS FINL CORPstock | $312,250 | -8.1% | 11,232 | 0.0% | 0.08% | -1.2% | |
JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $310,685 | +16.8% | 5,801 | +20.7% | 0.08% | +27.4% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $304,905 | +9.2% | 1,223 | +14.5% | 0.08% | +18.5% |
BJUL | Buy | INNOVATOR U.S. EQUITY BUFFER ETF - JULYetf | $287,825 | +2619.7% | 8,350 | +2683.3% | 0.07% | +3550.0% |
PMAR | Sell | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHetf | $265,241 | -16.6% | 7,920 | -15.9% | 0.07% | -9.5% |
ADP | AUTOMATIC DATA PROCESSING INC COMstock | $260,789 | +9.5% | 1,084 | 0.0% | 0.07% | +17.9% | |
LMT | Buy | LOCKHEED MARTIN CORPstock | $257,092 | -1.7% | 629 | +10.7% | 0.06% | +6.6% |
LOW | Buy | LOWES COS INC COMstock | $257,363 | +42.4% | 1,238 | +54.6% | 0.06% | +54.8% |
INTC | INTEL CORP COMstock | $256,369 | +6.3% | 7,211 | 0.0% | 0.06% | +16.1% | |
HIG | HARTFORD FINL SVCS GROUP INCstock | $235,208 | -1.5% | 3,317 | 0.0% | 0.06% | +5.4% | |
C | Buy | CITIGROUP INCstock | $231,585 | +11.7% | 5,631 | +25.1% | 0.06% | +20.4% |
PAUG | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTetf | $234,428 | – | 7,550 | +100.0% | 0.06% | – |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $232,344 | -6.2% | 560 | 0.0% | 0.06% | +1.7% | |
PM | Buy | PHILIP MORRIS INTL INCstock | $226,127 | -4.6% | 2,443 | +0.7% | 0.06% | +3.6% |
DHR | DANAHER CORPstock | $225,771 | +3.4% | 910 | 0.0% | 0.06% | +11.8% | |
LCTU | Buy | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $221,653 | +54.8% | 4,708 | +60.6% | 0.06% | +64.7% |
FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $222,798 | -2.3% | 3,981 | +0.5% | 0.06% | +5.7% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $217,563 | -4.0% | 2,306 | +1.5% | 0.06% | +3.8% |
VUG | Sell | VANGUARD GROWTH ETFetf | $218,161 | -6.6% | 801 | -3.0% | 0.06% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $219,097 | -1.4% | 2,482 | +0.2% | 0.06% | +5.8% |
IWN | ISHARES RUSSELL 2000 VALUEetf | $212,292 | -3.7% | 1,566 | 0.0% | 0.05% | +3.8% | |
UPS | Sell | UNITED PARCEL SERVICE INCstock | $214,945 | -17.9% | 1,379 | -5.5% | 0.05% | -11.5% |
LLY | Buy | ELI LILLY & CO COMstock | $214,315 | +28.4% | 399 | +12.1% | 0.05% | +38.5% |
MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $215,175 | -3.2% | 1,540 | 0.0% | 0.05% | +3.8% | |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $213,102 | +48.2% | 3,443 | +51.3% | 0.05% | +58.8% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $209,112 | -4.4% | 3,034 | +0.5% | 0.05% | +3.9% |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $206,888 | -5.6% | 1,262 | +0.2% | 0.05% | +2.0% |
F | Buy | FORD MOTOR COMPANYstock | $204,403 | -17.7% | 16,458 | +0.2% | 0.05% | -10.3% |
DIS | Sell | DISNEY WALT CO COMstock | $200,761 | -30.5% | 2,477 | -23.5% | 0.05% | -25.0% |
PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYetf | $200,861 | -1.1% | 6,595 | 0.0% | 0.05% | +6.2% | |
PFE | Sell | PFIZER INC COMstock | $201,952 | -11.9% | 6,088 | -2.6% | 0.05% | -5.6% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $200,662 | -3.8% | 1,304 | +0.8% | 0.05% | +4.1% |
BMY | BRISTOL-MYERS SQUIBB CO COMstock | $195,610 | -9.2% | 3,370 | 0.0% | 0.05% | -2.0% | |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $194,347 | +7.7% | 1,474 | -1.2% | 0.05% | +16.7% |
QCOM | QUALCOMM INC COMstock | $191,801 | -6.7% | 1,727 | 0.0% | 0.05% | 0.0% | |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $191,738 | +1.5% | 2,710 | +4.2% | 0.05% | +9.1% |
NOCT | Buy | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBERetf | $184,368 | +57.8% | 4,337 | +54.5% | 0.05% | +74.1% |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $187,225 | -4.9% | 206 | 0.0% | 0.05% | +2.2% | |
FISV | Buy | FISERV INC COMstock | $186,784 | +11.8% | 1,654 | +24.8% | 0.05% | +20.5% |
USEP | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBERetf | $182,557 | -0.1% | 6,237 | 0.0% | 0.05% | +7.0% | |
SBUX | Sell | STARBUCKS CORPstock | $182,116 | -12.4% | 1,995 | -5.0% | 0.05% | -6.1% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $183,193 | -12.3% | 1,516 | +0.2% | 0.05% | -6.1% |
CINF | CINCINNATI FINL CORP COMstock | $177,985 | +5.1% | 1,740 | 0.0% | 0.04% | +12.5% | |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $178,686 | +7.1% | 4,030 | +0.3% | 0.04% | +15.4% |
NFJ | Sell | VIRTUS DIVIDEND INTEREST & PR COMcef | $176,091 | -19.5% | 15,542 | -13.2% | 0.04% | -11.8% |
AES | Buy | AES CORP COMstock | $171,901 | -16.9% | 11,309 | +13.4% | 0.04% | -10.4% |
O | Sell | REALTY INCOME CORP COMreit | $170,883 | -35.4% | 3,422 | -22.7% | 0.04% | -30.6% |
FITB | Sell | FIFTH THIRD BANCORPstock | $169,990 | -18.5% | 6,711 | -15.6% | 0.04% | -12.2% |
COP | CONOCOPHILLIPS COMstock | $171,314 | +15.6% | 1,430 | 0.0% | 0.04% | +22.9% | |
DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $171,857 | -7.6% | 2,111 | -4.4% | 0.04% | -2.3% |
PKI | Buy | REVVITY INC COMstock | $170,218 | -6.8% | 1,538 | +0.1% | 0.04% | 0.0% |
PRI | Sell | PRIMERICA INC COMstock | $167,237 | -20.4% | 862 | -18.8% | 0.04% | -14.3% |
MUB | Sell | ISHARES AMT-FREE MUNI BOND ETFetf | $166,512 | -29.6% | 1,624 | -26.7% | 0.04% | -23.6% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $165,003 | +0.8% | 1,597 | +3.4% | 0.04% | +10.5% |
ORCL | Sell | ORACLE CORPORATIONstock | $166,824 | -15.5% | 1,575 | -4.9% | 0.04% | -8.7% |
MO | Buy | ALTRIA GROUP INC COMstock | $156,855 | -6.2% | 3,730 | +1.0% | 0.04% | +2.6% |
MCD | Buy | MCDONALDS CORP COMstock | $158,743 | -11.7% | 603 | +0.2% | 0.04% | -4.8% |
TFC | Buy | TRUIST FINL CORP COMstock | $157,938 | -5.5% | 5,520 | +0.2% | 0.04% | +2.6% |
ABT | ABBOTT LABS COMstock | $156,510 | -11.2% | 1,616 | 0.0% | 0.04% | -2.4% | |
MMM | Sell | 3M CO COMstock | $158,514 | -17.0% | 1,693 | -11.3% | 0.04% | -11.1% |
BJAN | INNOVATOR U.S. EQUITY BUFFER ETF - JANUARYetf | $157,987 | -2.6% | 4,300 | 0.0% | 0.04% | +5.3% | |
USXF | Sell | ISHARES ESG ADVANCED MSCI USA ETFetf | $158,466 | -8.3% | 4,572 | -4.9% | 0.04% | 0.0% |
VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $156,007 | -3.6% | 1,088 | +0.1% | 0.04% | +2.6% |
GIS | Buy | GENERAL MLS INC COMstock | $155,941 | -16.4% | 2,437 | +0.2% | 0.04% | -11.4% |
GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $155,115 | -24.2% | 1,549 | -24.3% | 0.04% | -18.8% |
IWP | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $152,372 | -5.5% | 1,668 | 0.0% | 0.04% | +2.6% | |
IWV | ISHARES RUSSELL 3000 ETFetf | $154,643 | -3.7% | 631 | 0.0% | 0.04% | +2.6% | |
NEE | Buy | NEXTERA ENERGY INC COMstock | $155,034 | -9.1% | 2,706 | +17.8% | 0.04% | -2.5% |
UNP | Buy | UNION PAC CORP COMstock | $154,243 | +14.2% | 757 | +14.7% | 0.04% | +21.9% |
EAGG | New | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $148,811 | – | 3,285 | +100.0% | 0.04% | – |
GPN | GLOBAL PMTS INC COMstock | $151,738 | +17.1% | 1,315 | 0.0% | 0.04% | +26.7% | |
WAT | WATERS CPstock | $148,348 | +2.9% | 541 | 0.0% | 0.04% | +11.8% | |
ALL | Buy | ALLSTATE CORPstock | $152,144 | +2.8% | 1,366 | +0.7% | 0.04% | +8.6% |
SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $148,562 | -3.4% | 2,936 | 0.0% | 0.04% | +5.6% | |
ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $150,258 | +11.7% | 489 | +12.2% | 0.04% | +22.6% |
UAUG | New | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUSTetf | $144,733 | – | 5,050 | +100.0% | 0.04% | – |
KJUL | New | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULYetf | $146,993 | – | 5,875 | +100.0% | 0.04% | – |
IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $144,533 | -3.8% | 952 | 0.0% | 0.04% | +5.7% | |
DOW | Buy | DOW INC COMstock | $140,434 | +289.8% | 2,724 | +303.0% | 0.04% | +350.0% |
SUSC | Sell | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $141,962 | -48.8% | 6,524 | -46.5% | 0.04% | -44.6% |
VO | Buy | VANGUARD MID CAPetf | $140,550 | -5.1% | 675 | +0.3% | 0.04% | +2.9% |
ISRG | Buy | INTUITIVE SURGICAL, INC.stock | $142,638 | -2.4% | 488 | +14.3% | 0.04% | +5.9% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $138,996 | +29.2% | 3,545 | +34.1% | 0.04% | +40.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $139,213 | +17.5% | 275 | +21.1% | 0.04% | +25.0% |
MET | METLIFE INC COMstock | $139,849 | +11.3% | 2,223 | 0.0% | 0.04% | +20.7% | |
CSCO | Sell | CISCO SYS INCstock | $132,933 | -3.6% | 2,473 | -7.2% | 0.03% | +6.2% |
AFL | Sell | AFLAC INC COMstock | $135,268 | +5.8% | 1,762 | -3.8% | 0.03% | +13.3% |
ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $134,550 | -2.7% | 1,410 | 0.0% | 0.03% | +6.2% | |
PHM | Buy | PULTE GROUP INC COMstock | $125,519 | +4.1% | 1,695 | +9.2% | 0.03% | +14.3% |
POOL | Buy | POOL CORP COMstock | $120,824 | +16.0% | 339 | +21.9% | 0.03% | +29.2% |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $119,094 | +14.0% | 1,082 | +17.1% | 0.03% | +25.0% |
CNP | Sell | CENTERPOINT ENERGY INC COMstock | $117,522 | -10.9% | 4,377 | -3.3% | 0.03% | -3.2% |
BSEP | Buy | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBERetf | $118,846 | +64.3% | 3,531 | +68.1% | 0.03% | +76.5% |
GILD | Buy | GILEAD SCIENCES INCstock | $118,451 | -2.2% | 1,581 | +0.6% | 0.03% | +7.1% |
VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $112,742 | +100.5% | 1,484 | +108.7% | 0.03% | +123.1% |
FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $113,292 | +36.4% | 731 | +15.7% | 0.03% | +52.6% |
IWS | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $108,931 | -5.0% | 1,044 | 0.0% | 0.03% | +3.7% | |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $111,815 | +11.9% | 438 | +16.5% | 0.03% | +21.7% |
Buy | ROYAL DUTCH SHELL PLC-ADRadr | $110,701 | +6.8% | 1,719 | +0.1% | 0.03% | +16.7% | |
UOCT | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBERetf | $109,414 | +2.2% | 3,585 | 0.0% | 0.03% | +12.0% | |
AXON | TASER INTERNATIONAL INCstock | $109,980 | +2.0% | 553 | 0.0% | 0.03% | +12.0% | |
AGG | ISHARES AGGREGATE BOND ETFetf | $111,857 | -4.0% | 1,189 | 0.0% | 0.03% | +3.7% | |
OGE | Sell | OGE ENERGY CORP COMstock | $109,309 | -23.9% | 3,280 | -18.0% | 0.03% | -17.6% |
ANTM | Buy | ELEVANCE HEALTH INC COMstock | $111,125 | +30.2% | 255 | +32.8% | 0.03% | +40.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $105,865 | -10.6% | 1,407 | +0.1% | 0.03% | -3.6% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $106,922 | -3.5% | 2,247 | -0.0% | 0.03% | +3.8% |
RYN | RAYONIER INC COMreit | $107,522 | -9.4% | 3,778 | 0.0% | 0.03% | -3.6% | |
RTX | Sell | RTX CORPORATION COMstock | $105,195 | -28.9% | 1,462 | -3.2% | 0.03% | -22.9% |
VDE | Sell | VANGUARD ENERGY ETFetf | $102,642 | -93.4% | 810 | -94.1% | 0.03% | -92.8% |
BA | BOEING CO COMstock | $103,124 | -9.2% | 538 | 0.0% | 0.03% | -3.7% | |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $104,122 | -24.4% | 1,381 | -24.2% | 0.03% | -18.8% |
CVS | Buy | CVS HEALTH CORP COMstock | $104,496 | +1.6% | 1,497 | +0.6% | 0.03% | +8.3% |
EMR | Buy | EMERSON ELEC CO COMstock | $102,396 | +7.3% | 1,060 | +0.4% | 0.03% | +18.2% |
CTAS | Buy | CINTAS CORP COMstock | $103,456 | +34.2% | 215 | +38.7% | 0.03% | +44.4% |
OHI | Buy | OMEGA HEALTHCARE INVESTORS INCreit | $97,077 | +10.0% | 2,928 | +1.8% | 0.02% | +19.0% |
SBAC | SBA COMMUNICATIONS CPreit | $100,085 | -13.6% | 500 | 0.0% | 0.02% | -7.4% | |
SUI | Buy | SUN CMNTYS INC COMreit | $100,444 | +21.4% | 849 | +33.9% | 0.02% | +31.6% |
Buy | LINDE PLC SHSstock | $96,811 | +1102.5% | 260 | +1138.1% | 0.02% | +1100.0% | |
BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERetf | $95,529 | -3.7% | 2,919 | 0.0% | 0.02% | +4.3% | |
UJUL | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULYetf | $94,796 | -2.0% | 3,358 | 0.0% | 0.02% | +4.3% | |
MAR | MARRIOTT INTL INCstock | $91,204 | +7.0% | 464 | 0.0% | 0.02% | +15.0% | |
IAU | Sell | ISHARES GOLD TRUSTetf | $87,475 | -50.5% | 2,500 | -48.5% | 0.02% | -46.3% |
AZN | Buy | ASTRAZENECA PLC- SPONS ADRadr | $85,471 | -5.3% | 1,262 | +0.1% | 0.02% | +4.8% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $87,647 | -4.2% | 2,145 | +0.0% | 0.02% | +4.8% |
PHYS | SPROTT PHYSICAL GOLD TRUSTcef | $85,920 | -4.0% | 6,000 | 0.0% | 0.02% | +4.8% | |
KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRILetf | $87,152 | -2.9% | 3,258 | 0.0% | 0.02% | +4.8% | |
DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $87,633 | -5.2% | 1,535 | +1.2% | 0.02% | 0.0% |
IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $82,263 | -7.6% | 367 | 0.0% | 0.02% | 0.0% | |
SPHD | POWERSHARES TRUST II ETFetf | $84,259 | -5.2% | 2,150 | 0.0% | 0.02% | 0.0% | |
GS | Sell | GOLDMAN SACHS GROUP INCstock | $83,646 | -50.1% | 259 | -50.2% | 0.02% | -46.2% |
PRU | Sell | PRUDENTIAL FINL INCstock | $81,552 | -67.1% | 859 | -69.4% | 0.02% | -63.8% |
SPGI | Buy | S&P GLOBAL INC COMstock | $83,685 | +55.8% | 229 | +70.9% | 0.02% | +61.5% |
S | Sell | SENTINELONE INC CL Astock | $82,479 | -8.6% | 4,892 | -18.1% | 0.02% | 0.0% |
ACWI | ISHARES TR MSCI ACWIINDEX FDetf | $80,542 | -3.7% | 872 | 0.0% | 0.02% | 0.0% | |
PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYetf | $79,704 | -1.1% | 2,700 | 0.0% | 0.02% | +5.3% | |
XLE | Sell | ENERGY SELECT SECTOR SPDRetf | $78,084 | +11.2% | 864 | -0.1% | 0.02% | +25.0% |
VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $80,572 | +0.7% | 1,399 | +0.9% | 0.02% | +5.3% |
SNY | SANOFI SAadr | $78,529 | -0.5% | 1,464 | 0.0% | 0.02% | +11.1% | |
VB | Buy | VANGUARD SMALL CAP ETFetf | $74,762 | -4.7% | 395 | +0.3% | 0.02% | +5.6% |
GOLD | Buy | BARRICK GOLD CORP Fstock | $75,894 | -13.6% | 5,216 | +0.5% | 0.02% | -9.5% |
KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYetf | $73,731 | -3.9% | 2,400 | 0.0% | 0.02% | +5.6% | |
BX | Buy | BLACKSTONE GROUP LPstock | $74,773 | +16.1% | 698 | +0.7% | 0.02% | +26.7% |
BKNG | Buy | BOOKING HOLDINGS INC COMstock | $77,099 | +90.3% | 25 | +66.7% | 0.02% | +111.1% |
PPG | PPG INDS INC COMstock | $75,673 | -12.5% | 583 | 0.0% | 0.02% | -5.0% | |
CNI | CANADIAN NATIONAL RAILWAY COstock | $74,964 | -10.5% | 692 | 0.0% | 0.02% | -5.0% | |
EUSB | Buy | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $71,161 | +1.6% | 1,742 | +5.9% | 0.02% | +12.5% |
CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $70,832 | +11.1% | 1,283 | +0.1% | 0.02% | +20.0% |
ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $69,775 | -6.9% | 743 | -3.4% | 0.02% | 0.0% |
RYAM | Buy | RAYONIER ADVANCED MATLS INC COMstock | $72,078 | +17.0% | 20,361 | +41.5% | 0.02% | +28.6% |
XLV | Sell | HEALTH CARE SELECT SECTOR SPDRetf | $65,400 | -19.7% | 508 | -17.3% | 0.02% | -10.5% |
D | DOMINION RESOURCES INCstock | $67,005 | -13.7% | 1,500 | 0.0% | 0.02% | -5.6% | |
VTV | Buy | VANGUARD VALUE ETFetf | $67,723 | -2.3% | 491 | +0.6% | 0.02% | +6.2% |
LNC | Buy | LINCOLN NATL CORP IND COMstock | $68,128 | -3.5% | 2,759 | +0.7% | 0.02% | 0.0% |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $68,948 | +16.7% | 751 | +16.6% | 0.02% | +21.4% |
SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $68,497 | -4.7% | 2,017 | 0.0% | 0.02% | 0.0% | |
BIT | BLACKROCK MULTI SECTOR INC TR COMcef | $67,314 | +0.7% | 4,652 | 0.0% | 0.02% | +6.2% | |
DAL | DELTA AIR LINES INC DEL CMNstock | $67,561 | -22.2% | 1,826 | 0.0% | 0.02% | -15.0% | |
IYH | ISHARES TR DOW JONES U S HEALTHCAREetf | $63,735 | -3.6% | 236 | 0.0% | 0.02% | +6.7% | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $64,793 | -7.2% | 238 | 0.0% | 0.02% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP COMstock | $63,828 | -3.4% | 145 | 0.0% | 0.02% | +6.7% | |
IJK | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $64,149 | -3.7% | 888 | 0.0% | 0.02% | 0.0% | |
New | PEAKSTONE REALTY TRUST COMMON SHARESreit | $64,297 | – | 3,864 | +100.0% | 0.02% | – | |
EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $63,255 | -2.3% | 1,667 | +1.8% | 0.02% | +6.7% |
PAYX | PAYCHEX INCstock | $58,011 | +3.1% | 503 | 0.0% | 0.02% | +15.4% | |
MCHP | MICROCHIP TECHNOLOGY INCstock | $57,601 | -12.9% | 738 | 0.0% | 0.02% | 0.0% | |
WM | WASTE MANAGEMENT INCstock | $59,452 | -12.1% | 390 | 0.0% | 0.02% | -6.2% | |
DRAFTKINGS INC NEW COM CL Astock | $58,880 | +10.8% | 2,000 | 0.0% | 0.02% | +25.0% | ||
SHOP | Buy | SHOPIFY INC CL Astock | $61,118 | +688.4% | 1,120 | +833.3% | 0.02% | +650.0% |
VLO | VALERO ENERGY CORPstock | $59,107 | +21.0% | 417 | 0.0% | 0.02% | +36.4% | |
BSV | VANGUARD SHORT-TERM BOND ETFetf | $60,136 | -0.5% | 800 | 0.0% | 0.02% | +7.1% | |
GENERAL ELECTRIC CO COM NEWstock | $59,607 | +0.7% | 539 | 0.0% | 0.02% | +7.1% | ||
DG | Sell | DOLLAR GEN CORP NEW COMstock | $61,035 | -97.0% | 577 | -95.2% | 0.02% | -96.8% |
BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARYetf | $58,868 | -2.5% | 1,767 | 0.0% | 0.02% | +7.1% | |
FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $54,016 | +1.6% | 1,061 | +1.4% | 0.01% | +16.7% |
PDT | Buy | JOHN HANCOCK PATRIOT PREMIUM DIV. FND. IIcef | $54,865 | -17.7% | 5,703 | +0.8% | 0.01% | -12.5% |
FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $54,480 | -24.6% | 986 | -25.4% | 0.01% | -17.6% |
ESGD | Sell | ISHARES ESG AWARE MSCI EAFE ETFetf | $56,825 | -42.3% | 822 | -39.2% | 0.01% | -39.1% |
RNST | Buy | RENASANT CORP COMstock | $54,397 | +1.1% | 2,077 | +0.9% | 0.01% | +7.7% |
BAR | GRANITESHARES GOLD SHARESetf | $56,430 | -3.8% | 3,087 | 0.0% | 0.01% | 0.0% | |
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFetf | $56,363 | -1.1% | 1,503 | 0.0% | 0.01% | +7.7% | ||
NVS | NOVARTIS AG ADRadr | $55,156 | +0.9% | 541 | 0.0% | 0.01% | +7.7% | |
MA | MASTERCARD INCstock | $55,427 | +0.7% | 140 | 0.0% | 0.01% | +7.7% | |
MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $57,297 | -4.6% | 125 | 0.0% | 0.01% | 0.0% | |
UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYetf | $55,366 | -0.5% | 1,700 | 0.0% | 0.01% | +7.7% | |
DGII | DIGI INTL INC COMstock | $54,000 | -31.5% | 2,000 | 0.0% | 0.01% | -22.2% | |
MDLZ | MONDELEZ INTL INC CL Astock | $56,586 | -4.9% | 815 | 0.0% | 0.01% | 0.0% | |
TTD | New | THE TRADE DESK INC COM CL Astock | $54,705 | – | 700 | +100.0% | 0.01% | – |
MEAR | BLACKROCK SHORT MATURITY MUNICIPAL BOND ETFetf | $49,810 | -0.2% | 1,000 | 0.0% | 0.01% | +8.3% | |
FB | Sell | META PLATFORMS INC CL Astock | $52,537 | -22.8% | 175 | -26.2% | 0.01% | -18.8% |
SLV | ISHARES SILVER TRUST ETFetf | $50,850 | -2.6% | 2,500 | 0.0% | 0.01% | +8.3% | |
IWB | ISHARES RUSSELL 1000 ETFetf | $52,150 | -3.6% | 222 | 0.0% | 0.01% | 0.0% | |
EJUL | New | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULYetf | $49,522 | – | 2,200 | +100.0% | 0.01% | – |
PSLV | SPROTT PHYSICAL SILVERcef | $49,270 | -2.7% | 6,500 | 0.0% | 0.01% | 0.0% | |
AWK | AMERICAN WATER WORKS COstock | $47,551 | -13.3% | 384 | 0.0% | 0.01% | -7.7% | |
OTIS | Buy | OTIS WORLDWIDE CORP COMstock | $45,551 | -9.7% | 567 | +0.2% | 0.01% | 0.0% |
DD | Buy | DUPONT DE NEMOURS INC COMstock | $45,778 | +4.5% | 614 | +0.2% | 0.01% | +20.0% |
HSY | Sell | HERSHEY CO COMstock | $45,818 | -44.2% | 229 | -30.4% | 0.01% | -36.8% |
DNP | DNP SELECT INCOME FD INC COMcef | $46,172 | -9.2% | 4,850 | 0.0% | 0.01% | 0.0% | |
DE | DEERE & CO COMstock | $45,725 | -6.9% | 121 | 0.0% | 0.01% | +9.1% | |
PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $42,391 | -22.1% | 1,406 | -20.1% | 0.01% | -15.4% |
RCL | ROYAL CARIBBEAN GROUP COMstock | $45,241 | -11.2% | 491 | 0.0% | 0.01% | -8.3% | |
WEC | WEC ENERGY GROUP INC COMstock | $44,544 | -8.7% | 553 | 0.0% | 0.01% | 0.0% | |
BHP | BHP GROUP LTD SPONSORED ADSadr | $44,537 | -4.7% | 783 | 0.0% | 0.01% | 0.0% | |
PKG | PACKAGING CORP AMER COMstock | $45,297 | +16.2% | 295 | 0.0% | 0.01% | +22.2% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $42,845 | -8.2% | 753 | +0.9% | 0.01% | 0.0% |
AON | AON CORPstock | $44,094 | -6.1% | 136 | 0.0% | 0.01% | 0.0% | |
LCTD | New | BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETFetf | $43,733 | – | 1,086 | +100.0% | 0.01% | – |
KR | KROGER CO COMstock | $45,153 | -4.8% | 1,009 | 0.0% | 0.01% | 0.0% | |
EZM | WISDOMTREE MIDCAP EARNINGS ETFetf | $38,043 | -4.2% | 750 | 0.0% | 0.01% | +11.1% | |
TJX | TJX COS INC NEW COMstock | $39,107 | +4.8% | 440 | 0.0% | 0.01% | +11.1% | |
ENB | ENBRIDGE INC COMstock | $38,832 | -10.7% | 1,170 | 0.0% | 0.01% | 0.0% | |
GLD | SPDR GOLD ETFetf | $41,148 | -3.8% | 240 | 0.0% | 0.01% | 0.0% | |
TXN | TEXAS INSTRS INC COMstock | $38,246 | -11.7% | 241 | 0.0% | 0.01% | 0.0% | |
UL | UNILEVER PLC SPON ADR NEWadr | $39,965 | -5.2% | 809 | 0.0% | 0.01% | 0.0% | |
GM | Buy | GENERAL MOTORS CORPstock | $38,933 | -14.4% | 1,181 | +0.1% | 0.01% | -9.1% |
CTVA | Buy | CORTEVA INC COMstock | $38,304 | -10.6% | 749 | +0.1% | 0.01% | 0.0% |
PDI | PIMCO DYNAMIC INCOME FD SHScef | $40,867 | -7.8% | 2,365 | 0.0% | 0.01% | 0.0% | |
MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $38,345 | +13.4% | 10,505 | -7.1% | 0.01% | +25.0% |
ESGE | Sell | ISHARES ESG AWARE MSCI EM ETFetf | $37,759 | -53.9% | 1,247 | -51.8% | 0.01% | -47.4% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $40,988 | -8.5% | 542 | +1.1% | 0.01% | 0.0% |
FTV | FORTIVE CORP COMstock | $38,934 | -0.8% | 525 | 0.0% | 0.01% | +11.1% | |
PPL | PPL CORP COMstock | $39,722 | -11.0% | 1,686 | 0.0% | 0.01% | 0.0% | |
CANADIAN PACIFIC KANSAS CITY COMstock | $39,214 | -7.9% | 527 | 0.0% | 0.01% | 0.0% | ||
SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $38,438 | -5.4% | 928 | 0.0% | 0.01% | 0.0% | |
CME | CHICAGO MERCANTILE HLDGS INCstock | $36,691 | +8.2% | 183 | 0.0% | 0.01% | +12.5% | |
AOR | ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FDetf | $34,587 | -4.0% | 700 | 0.0% | 0.01% | +12.5% | |
ESML | Sell | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $37,150 | -62.4% | 1,104 | -60.3% | 0.01% | -60.9% |
KMX | CARMAX INCstock | $35,365 | -15.5% | 500 | 0.0% | 0.01% | -10.0% | |
SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $35,862 | -6.4% | 610 | 0.0% | 0.01% | 0.0% | |
ADI | ANALOG DEVICES INC COMstock | $33,617 | -10.1% | 192 | 0.0% | 0.01% | 0.0% | |
WHR | Buy | WHIRLPOOL CORP COMstock | $36,634 | -0.3% | 274 | +10.9% | 0.01% | 0.0% |
Buy | FEDERAL REALTY INVST TR SH BEN INT NEWreit | $37,479 | -5.3% | 414 | +1.2% | 0.01% | 0.0% | |
NCR | NCR CORPstock | $30,419 | +7.0% | 1,128 | 0.0% | 0.01% | +14.3% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $29,664 | -24.3% | 1,800 | 0.0% | 0.01% | -11.1% | |
FDL | FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHSetf | $30,981 | -1.7% | 926 | 0.0% | 0.01% | +14.3% | |
TTE | TOTAL SA ADRadr | $32,551 | +14.1% | 495 | 0.0% | 0.01% | +14.3% | |
UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERetf | $32,317 | -2.7% | 1,100 | 0.0% | 0.01% | 0.0% | |
ADSK | AUTODESK INCstock | $30,830 | +1.1% | 149 | 0.0% | 0.01% | +14.3% | |
DBEM | XTRACKERS MSCI EMERGING MARKETS HEDGED EQUITY ETFetf | $32,370 | -3.0% | 1,476 | 0.0% | 0.01% | 0.0% | |
LW | LAMB WESTON HLDGS INC COMstock | $30,604 | -19.6% | 331 | 0.0% | 0.01% | -11.1% | |
LULU | LULULEMON ATHLETICA INCstock | $33,548 | +1.9% | 87 | 0.0% | 0.01% | 0.0% | |
UTF | Sell | COHEN & STEERS INFRASTRUCTURE FUNDcef | $33,322 | -48.3% | 1,702 | -37.6% | 0.01% | -46.7% |
AOM | ISHARES TR S&P MODERATE ALLOCATION FDetf | $31,144 | -3.7% | 800 | 0.0% | 0.01% | 0.0% | |
IVW | ISHARES S&P 500 GROWTH ETFetf | $29,866 | -2.9% | 437 | 0.0% | 0.01% | +14.3% | |
AGCO | AGCO CORP COMstock | $32,527 | -10.0% | 275 | 0.0% | 0.01% | 0.0% | |
TSN | Buy | TYSON FOODS INC CL Astock | $29,970 | +72.5% | 594 | +74.7% | 0.01% | +100.0% |
ECL | Buy | ECOLAB INC COMstock | $27,956 | -8.7% | 165 | +0.6% | 0.01% | 0.0% |
IT | GARTNER INC CL Astock | $26,802 | -1.9% | 78 | 0.0% | 0.01% | +16.7% | |
HPQ | HP INC COMstock | $27,448 | -16.3% | 1,068 | 0.0% | 0.01% | -12.5% | |
DLR | DIGITAL REALTY TRUST INCreit | $26,279 | +6.4% | 217 | 0.0% | 0.01% | +16.7% | |
CAG | CONAGRA BRANDS INC COMstock | $27,255 | -18.7% | 994 | 0.0% | 0.01% | -12.5% | |
IYF | ISHARES DJ U.S. FINANCIAL SECTOR ETFetf | $28,409 | +0.2% | 380 | 0.0% | 0.01% | 0.0% | |
IEV | ISHARES EUROPE ETFetf | $29,048 | -5.6% | 609 | 0.0% | 0.01% | 0.0% | |
CAH | CARDINAL HEALTH INCstock | $29,085 | -8.2% | 335 | 0.0% | 0.01% | 0.0% | |
MCO | MOODYS CORPstock | $27,507 | -9.1% | 87 | 0.0% | 0.01% | 0.0% | |
NKE | NIKE INC CLASS Bstock | $29,288 | -13.3% | 306 | 0.0% | 0.01% | -12.5% | |
PFG | PRINCIPAL FINANCIAL GROUP INCstock | $26,233 | -5.0% | 364 | 0.0% | 0.01% | +16.7% | |
KBE | Buy | SPDR S&P BANK ETFetf | $26,481 | +2.9% | 719 | +0.6% | 0.01% | +16.7% |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $26,055 | -5.5% | 257 | 0.0% | 0.01% | +16.7% | |
VEU | VANGUARD FTSE ALL-WORLD EX-USetf | $27,857 | -4.7% | 537 | 0.0% | 0.01% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE COM NEWreit | $27,962 | -8.5% | 912 | 0.0% | 0.01% | 0.0% | |
JCI | Buy | JOHNSON CTLS INCstock | $25,823 | -21.6% | 485 | +0.4% | 0.01% | -12.5% |
CHY | Sell | CALAMOS CONV & HIGH INCOME FD COM SHScef | $25,120 | -48.7% | 2,251 | -48.4% | 0.01% | -45.5% |
CB | CHUBB LIMITED COMstock | $22,692 | +8.1% | 109 | 0.0% | 0.01% | +20.0% | |
SYY | SYSCO CORP COMstock | $23,118 | -11.0% | 350 | 0.0% | 0.01% | 0.0% | |
OEF | ISHARES TR S&P 100 INDEX FUNDetf | $24,337 | -3.1% | 121 | 0.0% | 0.01% | 0.0% | |
EQNR | Buy | STATOIL ASA SPONSORED ADR CMNadr | $22,447 | +14.7% | 685 | +2.2% | 0.01% | +20.0% |
UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYetf | $22,010 | -1.1% | 800 | 0.0% | 0.01% | +20.0% | |
NSC | Buy | NORFOLK SOUTHERN CRPstock | $23,803 | -12.6% | 121 | +0.8% | 0.01% | 0.0% |
GRX | Sell | GABELLI HLTHCARE & WELLNESS TR SHScef | $24,659 | -47.7% | 2,874 | -39.3% | 0.01% | -45.5% |
TD | Buy | TORONTO DOMINION BANKstock | $24,850 | -2.1% | 412 | +0.7% | 0.01% | 0.0% |
Buy | II-VI INCstock | $23,664 | +518.8% | 725 | +866.7% | 0.01% | +500.0% | |
IDU | ISHARES DOW JONES US UTILITIESetf | $23,914 | -10.0% | 325 | 0.0% | 0.01% | 0.0% | |
THW | TEKLA WORLD HEALTHCARE FD BEN INT SHScef | $22,268 | -16.4% | 1,900 | 0.0% | 0.01% | 0.0% | |
ET | Buy | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPstock | $23,096 | +13.1% | 1,646 | +2.4% | 0.01% | +20.0% |
CNQ | CANADIAN NATURAL RESOURCES LTDstock | $23,540 | +14.9% | 364 | 0.0% | 0.01% | +20.0% | |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $21,783 | -1.3% | 657 | +0.5% | 0.01% | +20.0% |
VTRS | Sell | VIATRIS INC COMstock | $18,769 | -28.5% | 1,904 | -27.6% | 0.01% | -16.7% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $19,426 | -23.0% | 33 | -5.7% | 0.01% | -16.7% |
NFLX | NETFLIX INC COMstock | $19,635 | -14.3% | 52 | 0.0% | 0.01% | 0.0% | |
BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNEetf | $20,513 | -2.2% | 625 | 0.0% | 0.01% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC COMstock | $21,362 | -2.5% | 174 | 0.0% | 0.01% | 0.0% | |
CSGP | COSTAR GRP INCstock | $18,454 | -13.6% | 240 | 0.0% | 0.01% | 0.0% | |
RGA | REINSURANCE GROUP AMER INCstock | $21,343 | +4.7% | 147 | 0.0% | 0.01% | 0.0% | |
UNM | UNUM GROUPstock | $19,627 | +3.1% | 399 | 0.0% | 0.01% | +25.0% | |
SCHH | SCHWAB U.S. REIT ETFetf | $20,626 | -9.1% | 1,162 | 0.0% | 0.01% | 0.0% | |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $18,456 | -25.7% | 590 | -20.1% | 0.01% | -16.7% |
LEN | LENNAR CORP CL Astock | $18,406 | -10.4% | 164 | 0.0% | 0.01% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC COMstock | $21,734 | -13.1% | 76 | 0.0% | 0.01% | -16.7% | |
WOR | WORTHINGTON INDS INC COMstock | $18,546 | -11.0% | 300 | 0.0% | 0.01% | 0.0% | |
KOCT | New | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBERetf | $20,016 | – | 779 | +100.0% | 0.01% | – |
TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $20,625 | +6.5% | 102 | +1.0% | 0.01% | 0.0% |
IYC | ISHARES DJ US CONSUMER SERVICESetf | $21,156 | -5.9% | 316 | 0.0% | 0.01% | 0.0% | |
IIM | Buy | MORGAN STANLEY DEAN WITTER INSD MUNI BD TR SHS OF BEN INTcef | $20,031 | -11.0% | 1,926 | +1.2% | 0.01% | 0.0% |
CCI | CROWN CASTLE INTL CORPreit | $19,510 | -19.2% | 212 | 0.0% | 0.01% | -16.7% | |
NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULYetf | $15,240 | -0.9% | 300 | 0.0% | 0.00% | 0.0% | |
ED | CONSOLIDATED EDISON INC COMstock | $13,941 | -5.4% | 163 | 0.0% | 0.00% | +33.3% | |
IQI | Buy | INVESCO QUALITY MUNICIPAL INCOME TRUSTcef | $16,610 | -11.2% | 1,980 | +1.2% | 0.00% | 0.0% |
EQIX | EQUINIX INC COMreit | $14,525 | -7.4% | 20 | 0.0% | 0.00% | 0.0% | |
APTV | DELPHI AUTOMOTIVE PLC COMstock | $14,197 | -3.4% | 144 | 0.0% | 0.00% | +33.3% | |
BLK | BLACKROCK INCstock | $17,402 | -6.2% | 27 | 0.0% | 0.00% | 0.0% | |
Buy | GSK PLC SPONSORED ADRadr | $14,032 | +2.1% | 387 | +0.3% | 0.00% | +33.3% | |
CBRL | Buy | CRACKER BARREL INCstock | $14,888 | -26.9% | 222 | +1.8% | 0.00% | -20.0% |
SIRI | Buy | SIRIUS XM RADIO INCstock | $14,663 | +0.2% | 3,244 | +0.4% | 0.00% | +33.3% |
HOLX | HOLOGIC INC COMstock | $16,240 | -14.3% | 234 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $16,189 | +3.4% | 932 | 0.0% | 0.00% | 0.0% | |
CLX | CLOROX CO DEL COMstock | $15,989 | -17.6% | 122 | 0.0% | 0.00% | -20.0% | |
LVS | Buy | LAS VEGAS SANDS CORP COMstock | $17,494 | -20.7% | 382 | +0.5% | 0.00% | -20.0% |
RF | REGIONS FINANCIAL CORP NEWstock | $17,200 | -3.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
EXPD | EXPEDITORS INTL WASH INCstock | $16,392 | -5.4% | 143 | 0.0% | 0.00% | 0.0% | |
IVZ | INVESCO PLC NEW SPONSORED ADRstock | $14,084 | -13.6% | 970 | 0.0% | 0.00% | 0.0% | |
RMD | RESMED INCstock | $17,153 | -32.3% | 116 | 0.0% | 0.00% | -33.3% | |
RIVIAN AUTOMOTIVE INC COM CL Astock | $14,568 | +45.7% | 600 | 0.0% | 0.00% | +100.0% | ||
CRM | SALESFORCE COMstock | $15,411 | -4.0% | 76 | 0.0% | 0.00% | 0.0% | |
SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $15,315 | -11.4% | 500 | 0.0% | 0.00% | 0.0% | |
SAP | SAP AKTIENGESELLSCHAFT ADRadr | $15,260 | -5.5% | 118 | 0.0% | 0.00% | 0.0% | |
CIEN | CIENA CORP COM NEWstock | $16,872 | +11.2% | 357 | 0.0% | 0.00% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $13,955 | -20.0% | 59 | 0.0% | 0.00% | 0.0% | |
MKC | MCCORMICK & CO INC COM NON VTGstock | $16,036 | -13.3% | 212 | 0.0% | 0.00% | 0.0% | |
SCHW | Sell | CHARLES SCHWAB CORPstock | $15,098 | -19.4% | 275 | -16.7% | 0.00% | 0.0% |
GRWG | GROWGENERATION CORP COMstock | $14,600 | -14.1% | 5,000 | 0.0% | 0.00% | 0.0% | |
SDY | SPDR SER TR S&P DIVID ETFetf | $17,021 | -6.2% | 148 | 0.0% | 0.00% | 0.0% | |
IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $16,822 | -4.6% | 153 | 0.0% | 0.00% | 0.0% | |
IBN | ICICI BANK LTD ADRadr | $14,866 | +0.2% | 643 | 0.0% | 0.00% | +33.3% | |
IYR | ISHARES US REAL ESTATE ETFetf | $15,124 | -9.7% | 194 | 0.0% | 0.00% | 0.0% | |
NGG | NATIONAL GRID TRANSCO PLCadr | $14,187 | -10.0% | 234 | 0.0% | 0.00% | 0.0% | |
IJJ | ISHARES S&P MIDCAP 400 VALUE ETFetf | $16,763 | -5.8% | 166 | 0.0% | 0.00% | 0.0% | |
WDC | WESTERN DIGITAL CORP. COMstock | $14,419 | +20.3% | 316 | 0.0% | 0.00% | +33.3% | |
BP | BP PLC SPONSORED ADRadr | $16,921 | +9.7% | 437 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORPstock | $16,348 | -9.7% | 670 | 0.0% | 0.00% | 0.0% | |
SHAK | SHAKE SHACK INC CL Astock | $17,421 | -25.3% | 300 | 0.0% | 0.00% | -20.0% | |
HON | HONEYWELL INTL INCstock | $14,225 | -11.0% | 77 | 0.0% | 0.00% | 0.0% | |
VGK | VANGUARD EUROPEANetf | $14,483 | -6.1% | 250 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA SALON COSMETICS & FRAGRANCE INC COMstock | $12,782 | -15.1% | 32 | 0.0% | 0.00% | -25.0% | |
Buy | SITIO ROYALTIES CORP CLASS A COMstock | $11,541 | +80.1% | 477 | +95.5% | 0.00% | +50.0% | |
IYW | ISHARES DJ US TECHNOLOGYetf | $11,246 | -3.6% | 107 | 0.0% | 0.00% | 0.0% | |
IAC | IAC INC COM NEWstock | $12,598 | -19.8% | 250 | 0.0% | 0.00% | -25.0% | |
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $10,554 | -16.2% | 155 | 0.0% | 0.00% | 0.0% | ||
STX | SEAGATE TECHNOLOGYstock | $10,090 | +6.6% | 153 | 0.0% | 0.00% | +50.0% | |
DRI | Sell | DARDEN RESTAURANTS INC COMstock | $10,025 | -40.0% | 70 | -30.0% | 0.00% | -25.0% |
ARCHER AVIATION INC COM CL Astock | $10,120 | +22.8% | 2,000 | 0.0% | 0.00% | +50.0% | ||
RPM | RPM INTL INC COMstock | $13,653 | +5.7% | 144 | 0.0% | 0.00% | 0.0% | |
RH | RESTORATION HARDWAREstock | $12,425 | -19.8% | 47 | 0.0% | 0.00% | -25.0% | |
DFS | Buy | DISCOVER FINANCIAL SERVICES LLCstock | $10,852 | +17.5% | 125 | +58.2% | 0.00% | +50.0% |
WFG | WEST FRASER TIMBER CO LTD COMstock | $10,301 | -15.6% | 142 | 0.0% | 0.00% | 0.0% | |
EG ACQUISITION CORP COM CL Astock | $10,660 | +4.0% | 1,000 | 0.0% | 0.00% | +50.0% | ||
GRMN | GARMIN LTD SHSstock | $10,520 | +0.9% | 100 | 0.0% | 0.00% | +50.0% | |
LRCX | LAM RESEARCH CORP COMstock | $12,083 | -2.2% | 19 | 0.0% | 0.00% | 0.0% | |
UTHR | UNITED THERAPEUTICS CORP DELstock | $10,390 | +2.3% | 46 | 0.0% | 0.00% | +50.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $11,987 | -21.9% | 539 | 0.0% | 0.00% | -25.0% | |
TRP | Buy | TC ENERGY CORP COMstock | $11,913 | -13.6% | 346 | +1.5% | 0.00% | 0.0% |
BDJ | BLACKROCK ENHANCED EQUITY DIVI COMcef | $10,776 | -8.7% | 1,416 | 0.0% | 0.00% | 0.0% | |
CPB | CAMPBELL SOUP CO COMstock | $11,133 | -10.1% | 271 | 0.0% | 0.00% | 0.0% | |
FAS | Buy | DIREXION DAILY FINANCIAL BULL 3X SHARESetf | $10,122 | -7.1% | 172 | +0.6% | 0.00% | 0.0% |
MKTX | MARKETAXESS HOLDINGS INCstock | $13,246 | -18.3% | 62 | 0.0% | 0.00% | -25.0% | |
ZIOP | ALAUNOS THERAPEUTICS INC COMstock | $9,951 | -74.2% | 75,500 | 0.0% | 0.00% | -66.7% | |
IUSV | ISHARES CORE S&P US VALUE ETFetf | $11,044 | -4.6% | 148 | 0.0% | 0.00% | 0.0% | |
VOYA | ING U S INCstock | $9,968 | -7.3% | 150 | 0.0% | 0.00% | 0.0% | |
DEO | DIAGEO PLCadr | $10,247 | -14.0% | 69 | 0.0% | 0.00% | 0.0% | |
VNOM | Buy | VIPER ENERGY PARTNERS LP COM UNT RP INTstock | $12,140 | +127.2% | 435 | +118.6% | 0.00% | +200.0% |
CCEP | COCA COLA ENTERPRISEINCstock | $11,809 | -3.0% | 189 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORPstock | $13,015 | +29.8% | 86 | 0.0% | 0.00% | +50.0% | |
GDX | MARKET VECTORS GOLD MINERS INDEX ETFetf | $13,675 | -10.6% | 508 | 0.0% | 0.00% | -25.0% | |
Buy | SMARTRENT INC COM CL Astock | $10,845 | -12.7% | 4,155 | +28.2% | 0.00% | 0.0% | |
BROOKFIELD ASSET MGMT INC COM VOTINGstock | $11,007 | -7.1% | 352 | 0.0% | 0.00% | 0.0% | ||
UFPI | UNIVERSAL FOREST PRODS INCstock | $12,288 | +5.5% | 120 | 0.0% | 0.00% | 0.0% | |
TSCO | TRACTOR SUPPLY COstock | $12,183 | -8.2% | 60 | 0.0% | 0.00% | 0.0% | |
KRP | Buy | KIMBELL RTY PARTNERS LP UNITstock | $12,801 | +130.1% | 800 | +111.6% | 0.00% | +200.0% |
MIDD | MIDDLEBY CORPstock | $12,288 | -13.4% | 96 | 0.0% | 0.00% | 0.0% | |
STE | STERIS CORPstock | $11,849 | -2.5% | 54 | 0.0% | 0.00% | 0.0% | |
LEA | LEAR CORP COM NEWstock | $13,823 | -6.5% | 103 | 0.0% | 0.00% | 0.0% | |
OKE | Sell | ONEOK INC NEW COMstock | $7,365 | -84.4% | 116 | -84.8% | 0.00% | -81.8% |
BAX | BAXTER INTL INC COMstock | $7,020 | -17.2% | 186 | 0.0% | 0.00% | 0.0% | |
TECL | DIREXION DAILY TECHNOLOGY BULL 3X SHARESetf | $7,003 | -20.2% | 163 | 0.0% | 0.00% | 0.0% | |
TTC | TORO CO COMstock | $9,806 | -18.2% | 118 | 0.0% | 0.00% | -33.3% | |
LECO | LINCOLN ELEC HLDGS INCstock | $6,726 | -8.5% | 37 | 0.0% | 0.00% | 0.0% | |
IIPR | INNOVATIVE INDL PPTYS INC COMreit | $7,490 | +3.6% | 99 | 0.0% | 0.00% | 0.0% | |
BIP | Buy | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $7,965 | -18.7% | 271 | +1.1% | 0.00% | 0.0% |
GPI | GROUP 1 AUTOMOTIVE INCstock | $8,599 | +4.1% | 32 | 0.0% | 0.00% | 0.0% | |
BK | BANK NEW YORK MELLON CORP COMstock | $6,653 | -4.2% | 156 | 0.0% | 0.00% | 0.0% | |
EVRG | EVERGY INC COMstock | $8,923 | -13.2% | 176 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECH SOLUTIONS CORPstock | $8,400 | +3.8% | 124 | 0.0% | 0.00% | 0.0% | |
L | LOEWS CORP COMstock | $7,787 | +6.6% | 123 | 0.0% | 0.00% | 0.0% | |
GIM | TEMPLETON GLOBAL INCOME FD COMcef | $5,968 | -6.8% | 1,546 | 0.0% | 0.00% | +100.0% | |
IXUS | ISHARES TRUST CORE MSCI TOTAL INTL STK ETFetf | $7,018 | -4.2% | 117 | 0.0% | 0.00% | 0.0% | |
BCE | BCE INC COM NEWstock | $7,405 | -16.3% | 194 | 0.0% | 0.00% | 0.0% | |
SKT | Buy | TANGER FACTORY OUTLET CTRS INC COMreit | $7,421 | +3.4% | 328 | +0.9% | 0.00% | 0.0% |
MGNI | MAGNITE INC COMstock | $8,158 | -44.8% | 1,082 | 0.0% | 0.00% | -33.3% | |
TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $8,990 | -13.6% | 103 | 0.0% | 0.00% | 0.0% | |
ITB | ISHARES DOW JONES US HOME CONST (ETF)etf | $8,251 | -8.1% | 105 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORPstock | $7,827 | +1.8% | 18 | 0.0% | 0.00% | 0.0% | |
SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFetf | $7,770 | -3.6% | 235 | 0.0% | 0.00% | 0.0% | |
YUM | YUM! BRANDS INCstock | $7,247 | -9.8% | 58 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $6,594 | -5.2% | 72 | 0.0% | 0.00% | 0.0% | |
WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $6,568 | +0.4% | 282 | 0.0% | 0.00% | 0.0% | |
IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $6,979 | -33.8% | 143 | -31.2% | 0.00% | 0.0% |
COIN | COINBASE GLOBAL INC COM CL Astock | $9,085 | +4.9% | 121 | 0.0% | 0.00% | 0.0% | |
HYZD | WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUNDetf | $6,167 | +0.5% | 292 | 0.0% | 0.00% | +100.0% | |
WMB | Sell | WILLIAMS COS INC COMstock | $9,245 | -93.2% | 274 | -93.4% | 0.00% | -93.8% |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $8,357 | +19.7% | 19 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $7,253 | -5.9% | 59 | 0.0% | 0.00% | 0.0% | |
WAB | WABTECstock | $7,545 | -3.1% | 71 | 0.0% | 0.00% | 0.0% | |
CHD | CHURCH & DWIGHT INCstock | $9,713 | -8.6% | 106 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK INNOVATION ETFetf | $6,823 | -10.1% | 172 | 0.0% | 0.00% | 0.0% | |
FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $7,297 | -56.3% | 174 | -54.0% | 0.00% | -50.0% |
ETN | EATON CORP PLC SHSstock | $7,465 | +6.1% | 35 | 0.0% | 0.00% | 0.0% | |
ALB | ALBEMARLE CORP COMstock | $8,502 | -23.8% | 50 | 0.0% | 0.00% | -33.3% | |
FCX | Buy | FREEPORT MCMORAN COPPERstock | $6,194 | +52.1% | 166 | +62.7% | 0.00% | +100.0% |
AAL | AMERICAN AIRLS GROUP INC COMstock | $6,405 | -28.6% | 500 | 0.0% | 0.00% | 0.0% | |
AXP | AMERICAN EXPRESS CO COMstock | $6,266 | -14.4% | 42 | 0.0% | 0.00% | 0.0% | |
ABC | CENCORA INC COMstock | $8,279 | -6.5% | 46 | 0.0% | 0.00% | 0.0% | |
AMP | AMERIPRISE FINL INC COMstock | $6,923 | -0.7% | 21 | 0.0% | 0.00% | 0.0% | |
PDM | Buy | PIEDMONT OFFICE RLTYTR INC COM CL Areit | $7,253 | -21.2% | 1,291 | +2.0% | 0.00% | 0.0% |
KHC | Buy | KRAFT HEINZ CO COMstock | $8,929 | -4.5% | 265 | +0.4% | 0.00% | 0.0% |
DSU | BLACKROCK DEBT STRATEGIES FD I COM NEWcef | $9,808 | +4.9% | 955 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC COMMON STOCKstock | $9,709 | +13.7% | 643 | 0.0% | 0.00% | 0.0% | ||
HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $6,705 | -1.7% | 91 | 0.0% | 0.00% | 0.0% | |
ATR | APTARGROUP INCstock | $7,002 | +7.9% | 56 | 0.0% | 0.00% | 0.0% | |
ROLL | R B C BEARINGS INCstock | $7,960 | +7.7% | 34 | 0.0% | 0.00% | 0.0% | |
RELX | RELX PLC SPONSORED ADRadr | $8,391 | +0.8% | 249 | 0.0% | 0.00% | 0.0% | |
LEG | LEGGETT & PLATT INC COMstock | $9,453 | -14.2% | 372 | 0.0% | 0.00% | -33.3% | |
RHP | RYMAN HOSPITALITY PPTYS INC COMreit | $8,328 | -10.4% | 100 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORP COMMON STOCKstock | $2,881 | -27.1% | 210 | 0.0% | 0.00% | 0.0% | |
IJS | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $5,104 | -6.2% | 57 | 0.0% | 0.00% | 0.0% | |
JACOBS SOLUTIONS INC COMstock | $5,051 | +14.8% | 37 | 0.0% | 0.00% | 0.0% | ||
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $2,815 | -16.7% | 14 | 0.0% | 0.00% | 0.0% | |
LUMN | Sell | LUMEN TECHNOLOGIES INC COMstock | $2,283 | -96.1% | 1,608 | -93.7% | 0.00% | -92.9% |
CWBR | COHBAR INC COM NEWstock | $3,779 | +11.1% | 1,219 | 0.0% | 0.00% | 0.0% | |
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock | $2,934 | +2.2% | 88 | 0.0% | 0.00% | 0.0% | ||
BIPC | Sell | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $4,234 | -78.6% | 120 | -72.4% | 0.00% | -80.0% |
MAA | MID-AMER APT CMNTYS INCreit | $3,216 | -15.3% | 25 | 0.0% | 0.00% | 0.0% | |
MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $3,804 | +15.2% | 448 | 0.0% | 0.00% | 0.0% | |
CL | COLGATE PALMOLIVE CO COMstock | $5,833 | -7.2% | 82 | 0.0% | 0.00% | 0.0% | |
CBSH | COMMERCE BANCSHARES INC COMstock | $4,318 | -1.5% | 90 | 0.0% | 0.00% | 0.0% | |
NHI | NATIONAL HEALTH INVS INCreit | $2,260 | -2.0% | 44 | 0.0% | 0.00% | 0.0% | |
NATI | NATIONAL INSTRUMENTSstock | $4,352 | +3.9% | 73 | 0.0% | 0.00% | 0.0% | |
Buy | NEW YORK MTG TR INC COMreit | $4,665 | -11.9% | 549 | +2.8% | 0.00% | 0.0% | |
NWL | NEWELL BRANDS INC COMstock | $5,617 | +3.8% | 622 | 0.0% | 0.00% | 0.0% | |
NKLA | NIKOLA CORP COMstock | $2,237 | +13.7% | 1,425 | 0.0% | 0.00% | – | |
NI | NISOURCE INC COMstock | $2,369 | -9.8% | 96 | 0.0% | 0.00% | 0.0% | |
NLOK | Buy | GEN DIGITAL INC COMstock | $2,792 | -4.1% | 158 | +0.6% | 0.00% | 0.0% |
NUE | NUCOR CORP COMstock | $4,065 | -4.6% | 26 | 0.0% | 0.00% | 0.0% | |
BTI | Buy | BRITISH AMERICAN TOBACCOadr | $3,357 | -3.3% | 107 | +1.9% | 0.00% | 0.0% |
OXY | OCCIDENTAL PETE CORP COMstock | $3,763 | +10.4% | 58 | 0.0% | 0.00% | 0.0% | |
New | AXS CANNABIS ETFetf | $4,593 | – | 248 | +100.0% | 0.00% | – | |
OGN | ORGANON & CO COMMON STOCKstock | $3,944 | -16.6% | 227 | 0.0% | 0.00% | 0.0% | |
OUSTER INC COM NEWstock | $3,931 | +2.0% | 780 | 0.0% | 0.00% | 0.0% | ||
PYPL | PAYPAL HLDGS INC COMstock | $4,618 | -12.4% | 79 | 0.0% | 0.00% | 0.0% | |
IPI | Sell | INTREPID POTASH INC COMstock | $2,466 | -85.0% | 98 | -86.5% | 0.00% | -75.0% |
INTU | Sell | INTUIT INCstock | $2,044 | -25.8% | 4 | -33.3% | 0.00% | 0.0% |
CII | Buy | BLACKROCK ENHANCD CAP & INM FD COMcef | $5,385 | +2.0% | 289 | +1.4% | 0.00% | 0.0% |
POWI | POWER INTEGRATIONS INCstock | $3,052 | -19.4% | 40 | 0.0% | 0.00% | 0.0% | |
TROW | T ROWE PRICE GROUP INCstock | $3,985 | -6.4% | 38 | 0.0% | 0.00% | 0.0% | |
BLKB | BLACKBAUD INCstock | $5,696 | -1.2% | 81 | 0.0% | 0.00% | 0.0% | |
CFR | CULLEN FROST BANKERSINCstock | $3,010 | -15.2% | 33 | 0.0% | 0.00% | 0.0% | |
RITCHIE BROS AUCTIONEERSstock | $5,000 | +4.2% | 80 | 0.0% | 0.00% | 0.0% | ||
BIIB | BIOGEN IDEC INCstock | $5,654 | -9.8% | 22 | 0.0% | 0.00% | 0.0% | |
RWT | REDWOOD TRUST INCreit | $2,381 | +11.9% | 334 | 0.0% | 0.00% | – | |
DVA | DAVITA INC COMstock | $5,105 | -5.9% | 54 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLC SPON ADRadr | $2,355 | -0.3% | 37 | 0.0% | 0.00% | 0.0% | |
RHI | ROBERT HALF INC. COMstock | $2,638 | -2.6% | 36 | 0.0% | 0.00% | 0.0% | |
RBLX | ROBLOX CORP CL Astock | $5,676 | -28.1% | 196 | 0.0% | 0.00% | -50.0% | |
DVN | Sell | DEVON ENERGY CORP NEW COMstock | $2,723 | -98.8% | 57 | -98.8% | 0.00% | -98.1% |
SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $4,406 | -12.3% | 60 | -7.7% | 0.00% | 0.0% |
XRT | SPDR S&P RETAIL ETFetf | $2,069 | -4.6% | 34 | 0.0% | 0.00% | 0.0% | |
DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $2,893 | +5.2% | 90 | 0.0% | 0.00% | 0.0% | |
ING | ING GROEP NV ADRadr | $2,992 | -2.2% | 227 | 0.0% | 0.00% | 0.0% | |
BMO | BANK OF MONTREALstock | $2,784 | -6.6% | 33 | 0.0% | 0.00% | 0.0% | |
ICUI | I C U MEDICAL INCstock | $2,975 | -33.2% | 25 | 0.0% | 0.00% | 0.0% | |
SRE | Buy | SEMPRA ENERGYstock | $3,810 | -6.5% | 56 | +100.0% | 0.00% | 0.0% |
SNN | SMITH & NEPHEW PLC ADRadr | $2,155 | -23.2% | 87 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INC CL Astock | $4,678 | -24.7% | 525 | 0.0% | 0.00% | 0.0% | |
SOFI | New | SOFI TECHNOLOGIES INC COMstock | $3,643 | – | 456 | +100.0% | 0.00% | – |
SWK | STANLEY BLACK & DECKER INC COMstock | $2,675 | -10.8% | 32 | 0.0% | 0.00% | 0.0% | |
SCL | STEPAN CO COMstock | $2,099 | -21.6% | 28 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPstock | $2,459 | -10.5% | 9 | 0.0% | 0.00% | 0.0% | |
HBI | HANESBRANDS INCstock | $5,417 | -12.8% | 1,368 | 0.0% | 0.00% | 0.0% | |
HPI | HANCOCK JOHN PFD EQTY FD SH BEN INTcef | $5,603 | -4.3% | 385 | 0.0% | 0.00% | 0.0% | |
TOL | TOLL BROS INCstock | $5,103 | -6.5% | 69 | 0.0% | 0.00% | 0.0% | |
GRTS | Sell | GRITSTONE BIO INC COMstock | $5,719 | -50.9% | 3,325 | -44.3% | 0.00% | -66.7% |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $4,202 | -14.0% | 170 | 0.0% | 0.00% | 0.0% | |
VFC | Buy | V F CORP COMstock | $2,813 | -6.5% | 159 | +0.6% | 0.00% | 0.0% |
GBCI | GLACIER BANCORP INC-NEWstock | $3,306 | -8.6% | 116 | 0.0% | 0.00% | 0.0% | |
GNTX | GENTEX CORPstock | $5,402 | +11.2% | 166 | 0.0% | 0.00% | 0.0% | |
ATEC | ALPHATEC HLDGS INC COM NEWstock | $5,668 | -27.9% | 437 | 0.0% | 0.00% | -50.0% | |
BNDW | Buy | VANGUARD TOTAL WORLD BOND ETFetf | $3,285 | -2.4% | 50 | +2.0% | 0.00% | 0.0% |
DCI | DONALDSON INC COMstock | $4,056 | -4.6% | 68 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHstock | $3,196 | +18.5% | 30 | 0.0% | 0.00% | 0.0% | |
Sell | DISCOVERY HLDG COstock | $4,974 | -72.9% | 458 | -68.7% | 0.00% | -75.0% | |
FHN | FIRST HORIZON CORPORATION COMstock | $2,226 | -2.2% | 202 | 0.0% | 0.00% | 0.0% | |
FFIV | F5 NETWORKS INCstock | $4,512 | +10.2% | 28 | 0.0% | 0.00% | 0.0% | |
CREE INCstock | $5,715 | -31.5% | 150 | 0.0% | 0.00% | -50.0% | ||
WH | WYNDHAM HOTELS & RESORTS INC COMstock | $3,407 | +1.4% | 49 | 0.0% | 0.00% | 0.0% | |
XRX | XEROX HOLDINGS CORP COM NEWstock | $5,492 | +5.4% | 350 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC COMstock | $3,176 | -1.4% | 57 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER HLDGS INCstock | $5,274 | -22.9% | 47 | 0.0% | 0.00% | -50.0% | |
G | GENPACT LIMITEDstock | $2,932 | -3.6% | 81 | 0.0% | 0.00% | 0.0% | |
JRVR | JAMES RIV GROUP LTD COMstock | $3,070 | -15.9% | 200 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INCstock | $2,910 | -1.4% | 66 | 0.0% | 0.00% | 0.0% | |
MDT | Buy | MEDTRONIC PLC SHSstock | $5,545 | -10.4% | 71 | +1.4% | 0.00% | 0.0% |
ALC | ALCON AG ORD SHSstock | $2,008 | -6.1% | 26 | 0.0% | 0.00% | 0.0% | |
NXPI | Sell | NXP SEMICONDUCTORS NV COMstock | $4,798 | -7.2% | 24 | -4.0% | 0.00% | 0.0% |
AOK | ISHARES TR S&P CONSERVATIVE ALLOCATION FDetf | $3,679 | -2.9% | 108 | 0.0% | 0.00% | 0.0% | |
CRL | Sell | CHARLES RIV LABS INTL INC COMstock | $2,548 | -98.6% | 13 | -98.5% | 0.00% | -97.6% |
CIM | CHIMERA INVT CORP COM NEWreit | $2,746 | -5.4% | 503 | 0.0% | 0.00% | 0.0% | |
DXC | DXC TECHNOLOGY CO COMstock | $1,291 | -22.1% | 62 | 0.0% | 0.00% | – | |
USO | UNITED STATES OIL FUND LPetf | $162 | +27.6% | 2 | 0.0% | 0.00% | – | |
PUK | PRUDENTIAL CORP PLC ADRF SPONSORED ADRadr | $1,512 | -22.6% | 69 | 0.0% | 0.00% | – | |
PRLB | PROTO LABS INC COMstock | $924 | -24.5% | 35 | 0.0% | 0.00% | – | |
PSMT | PRICESMART INCstock | $1,637 | +0.5% | 22 | 0.0% | 0.00% | – | |
URBN | URBAN OUTFITTERS INCstock | $490 | -1.4% | 15 | 0.0% | 0.00% | – | |
SENS | SENSEONICS HLDGS INC COMstock | $453 | -20.8% | 750 | 0.0% | 0.00% | – | |
IBTE | New | ISHARES IBONDS DEC 2024 TERM TREASURY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
HALEON PLC SPON ADSadr | $1,560 | -0.6% | 187 | 0.0% | 0.00% | – | ||
OZK | New | BANK OZK LITTLE ROCK ARK COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MNA | IQ MERGER ARBITRAGE ETFetf | $808 | +1.3% | 26 | 0.0% | 0.00% | – | |
New | ATLANTA BRAVES HLDGS INC COM SER Astock | $781 | – | 20 | +100.0% | 0.00% | – | |
BATRA | Exit | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | -20 | -100.0% | 0.00% | – |
XBI | SPDR S&P BIOTECH ETFetf | $146 | -12.0% | 2 | 0.0% | 0.00% | – | |
BCS | BARCLAYS PLC ADRadr | $164 | -0.6% | 21 | 0.0% | 0.00% | – | |
IBTF | New | ISHARES IBONDS DEC 2025 TERM TREASURY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
EOG | EOG RESOURCES INCstock | $1,268 | +10.8% | 10 | 0.0% | 0.00% | – | |
TNL | TRAVEL PLUS LEISURE CO COMstock | $1,800 | -9.0% | 49 | 0.0% | 0.00% | – | |
ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
URA | GLOBAL X FDS GLOBAL X URANIUM ETFNEWetf | $973 | +24.6% | 36 | 0.0% | 0.00% | – | |
RWO | SPDR DJ GLOBAL REAL ESTATE ETFetf | $1,794 | -6.1% | 47 | 0.0% | 0.00% | – | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $482 | +27.2% | 7 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC COMstock | $142 | -10.7% | 9 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INC CL Cstock | $64 | -4.5% | 10 | 0.0% | 0.00% | – | |
BSGM | BIOSIG TECHNOLOGIES INC COM NEWstock | $489 | -60.9% | 1,000 | 0.0% | 0.00% | – | |
PSX | PHILLIPS 66stock | $961 | +26.0% | 8 | 0.0% | 0.00% | – | |
GLW | CORNING INC COMstock | $1,828 | -13.0% | 60 | 0.0% | 0.00% | – | |
BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $369 | -0.5% | 20 | 0.0% | 0.00% | – | |
GNRC | GENERAC HLDGS INC COMstock | $763 | -26.9% | 7 | 0.0% | 0.00% | – | |
PANW | New | PALO ALTO NETWORKS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
GTX | GARRETT MOTION INC COMstock | $39 | +2.6% | 5 | 0.0% | 0.00% | – | |
BSCQ | Buy | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $369 | 0.0% | 20 | +5.3% | 0.00% | – |
ALTERITY THERAPEUTICS LTD SPONSORED ADSadr | $82 | -10.9% | 33 | 0.0% | 0.00% | – | ||
VSS | VANGUARD FTSE ALL WORLD EX-US ETFetf | $1,674 | -3.3% | 16 | 0.0% | 0.00% | – | |
EMKR | EMCORE CORP COM NEWstock | $1,189 | -36.8% | 2,500 | 0.0% | 0.00% | – | |
GPS | GAP INCstock | $1,063 | +19.0% | 100 | 0.0% | 0.00% | – | |
BSCP | Buy | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $374 | +0.8% | 19 | +5.6% | 0.00% | – |
GME | GAMESTOP CORP NEW CL Astock | $527 | -32.1% | 32 | 0.0% | 0.00% | – | |
BSCO | Buy | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $404 | +1.3% | 20 | +5.3% | 0.00% | – |
BSCN | Buy | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $415 | +1.2% | 20 | +5.3% | 0.00% | – |
Sell | ORION OFFICE REIT INC COMreit | $1,012 | -42.5% | 194 | -27.1% | 0.00% | – | |
New | FORTREA HLDGS INC COMMON STOCKstock | $400 | – | 14 | +100.0% | 0.00% | – | |
FBHS | FORTUNE BRANDS HOME & SECURITY INC WIstock | $497 | -13.7% | 8 | 0.0% | 0.00% | – | |
BAH | New | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
FL | FOOT LOCKER INC COMstock | $1,058 | -36.0% | 61 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $562 | +15.9% | 13 | 0.0% | 0.00% | – | |
A | AGILENT TECH INCstock | $1,677 | -7.0% | 15 | 0.0% | 0.00% | – | |
VRTX | VERTEX PHARMACEUTICALS INstock | $1,391 | -1.2% | 4 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC COMstock | $245 | +3.4% | 5 | 0.0% | 0.00% | – | |
INVIVO THERAPEUTICS HLDGS CORP COMstock | $1 | 0.0% | 1 | 0.0% | 0.00% | – | ||
AEVA | AEVA TECHNOLOGIES INC COMstock | $382 | -38.9% | 500 | 0.0% | 0.00% | – | |
NTR | New | NUTRIEN LTD COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
VMW | VMWARE INC CL A CLASS Astock | $999 | +15.9% | 6 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION COMstock | $309 | -4.0% | 10 | 0.0% | 0.00% | – | |
NAD | Sell | NUVEEN QUALITY MUNCP INCOME FD COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
FDN | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FDetf | $638 | -2.1% | 4 | 0.0% | 0.00% | – | |
IRM | New | IRON MTN INC DEL COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
FRC | FIRST REPUBLIC BANKstock | $13 | -86.7% | 178 | 0.0% | 0.00% | – | |
NAK | NORTHERN DYNASTY MINERALS LTD COM NEWstock | $569 | +35.5% | 1,750 | 0.0% | 0.00% | – | |
FENY | FIDELITY MSCI ENERGY INDEX ETFetf | $249 | +12.2% | 10 | 0.0% | 0.00% | – | |
WERN | New | WERNER ENTERPRISES INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BLDE | Exit | BLADE AIR MOBILITY INC CL A COMstock | $0 | – | -500 | -100.0% | 0.00% | – |
NXST | New | NEXSTAR MEDIA GROUP INC COMMON STOCKstock | $0 | – | 0 | +100.0% | 0.00% | – |
AWAY | ETFMG TRAVEL TECH ETFetf | $505 | -1.2% | 30 | 0.0% | 0.00% | – | |
NRG | Sell | NRG ENERGY INC NEWstock | $1,425 | -25.3% | 37 | -27.5% | 0.00% | – |
WSM | New | WILLIAMS SONOMA INCstock | $0 | – | 0 | +100.0% | 0.00% | – |
FDX | FEDEX CORPstock | $1,854 | +6.9% | 7 | 0.0% | 0.00% | – | |
MU | New | MICRON TECHNOLOGY INC COMstock | $27 | – | 0 | +100.0% | 0.00% | – |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
MTH | Sell | MERITAGE HOMES CORP COMstock | $1,591 | -82.8% | 13 | -80.0% | 0.00% | -100.0% |
AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
ZIMVIE INC COMstock | $19 | -13.6% | 2 | 0.0% | 0.00% | – | ||
MASTERBRAND INC COMMON STOCKstock | $97 | +4.3% | 8 | 0.0% | 0.00% | – | ||
BV | Exit | BRIGHTVIEW HLDGS INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
MAC | MACERICH CO COMreit | $960 | -3.2% | 88 | 0.0% | 0.00% | – | |
COG | New | CABOT OIL & GAS CP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CLOV | Buy | CLOVER HEALTH INVESTMENTS CORP COM CL Astock | $879 | +95.8% | 814 | +62.8% | 0.00% | – |
LESL | LESLIES INC COMstock | $85 | -39.7% | 15 | 0.0% | 0.00% | – | |
LENB | LENNAR CORP CL Bstock | $102 | -9.7% | 1 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO COMstock | $1,683 | -23.9% | 60 | 0.0% | 0.00% | -100.0% | |
EL | ESTEE LAUDER COMPANIES INCstock | $145 | -26.0% | 1 | 0.0% | 0.00% | – | |
CRUS | CIRRUS LOGIC INCstock | $961 | -8.7% | 13 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP COMstock | $235 | +102.6% | 300 | 0.0% | 0.00% | – | |
IVOL | Sell | QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETFetf | $206 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
IGSB | New | ISHARES 1-3 YR CREDIT BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
KTB | KONTOOR BRANDS INC COMstock | $968 | +5.0% | 22 | 0.0% | 0.00% | – | |
KMI | KINDER MORGAN INCstock | $763 | -3.7% | 46 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC SHSstock | $53 | +1.9% | 1 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $926 | -21.0% | 7 | 0.0% | 0.00% | – | |
PNR | PENTAIR PLC SHSstock | $65 | 0.0% | 1 | 0.0% | 0.00% | – | |
ITA | Exit | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
JEF | New | JEFFERIES FINL GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
CRNC | CERENCE INC COMstock | $20 | -31.0% | 1 | 0.0% | 0.00% | – | |
JACKSON FINANCIAL INC COM CL Astock | $115 | +25.0% | 3 | 0.0% | 0.00% | – | ||
AVNS | AVANOS MED INC COMstock | $1,092 | -20.9% | 54 | 0.0% | 0.00% | – | |
IBTD | New | ISHARES IBONDS DEC 2023 TERM TREASURY ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
HLIT | HARMONIC INCstock | $1,107 | -40.5% | 115 | 0.0% | 0.00% | – | |
TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $232 | -1.7% | 15 | 0.0% | 0.00% | – | |
HTLD | HEARTLAND EXPRESS INCstock | $1,777 | -10.5% | 121 | 0.0% | 0.00% | – | |
AZO | New | AUTOZONE INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SONY | SONY GROUP CORP SPONSORED ADRadr | $330 | -8.3% | 4 | 0.0% | 0.00% | – | |
SNOW | SNOWFLAKE INC CL Astock | $1,528 | -13.2% | 10 | 0.0% | 0.00% | – | |
BUD | Exit | ANHEUSER BUSCHadr | $0 | – | -100 | -100.0% | -0.00% | – |
Exit | AXS CANNABIS ETFetf | $0 | – | -2,485 | -100.0% | -0.00% | – | |
RKT | Exit | ROCKET COS INC COM CL Astock | $0 | – | -350 | -100.0% | -0.00% | – |
Exit | FLUENCE ENERGY INC COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – | |
Exit | LILIUM N V CLASS A ORD SHSstock | $0 | – | -2,500 | -100.0% | -0.00% | – | |
ACB | Exit | AURORA CANNABIS INC COMstock | $0 | – | -5,435 | -100.0% | -0.00% | – |
STWD | Exit | STARWOOD PPTY TR INC COMreit | $0 | – | -131 | -100.0% | -0.00% | – |
TROX | Exit | TRONOX HOLDINGS PLC SHSstock | $0 | – | -500 | -100.0% | -0.00% | – |
WYNN | Exit | WYNN RESORTS LTD COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
Exit | JOBY AVIATION INC COMMON STOCKstock | $0 | – | -1,000 | -100.0% | -0.00% | – | |
NVCR | Exit | NOVOCURE LTD ORD SHSstock | $0 | – | -300 | -100.0% | -0.00% | – |
SCHB | Exit | SCHWAB U.S. BROAD MARKET ETFetf | $0 | – | -261 | -100.0% | -0.00% | – |
MP | Exit | MP MATERIALS CORP COM CL Astock | $0 | – | -500 | -100.0% | -0.00% | – |
XLC | Exit | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $0 | – | -206 | -100.0% | -0.00% | – |
PULS | Exit | PGIM ULTRA SHORT BOND ETFetf | $0 | – | -401 | -100.0% | -0.01% | – |
GOVT | Exit | ISHARES U.S. TREASURY BOND ETFetf | $0 | – | -1,000 | -100.0% | -0.01% | – |
ERF | Exit | ENERPLUS CORP COMstock | $0 | – | -2,661 | -100.0% | -0.01% | – |
WPM | Exit | WHEATON PRECIOUS METALS CORP COMstock | $0 | – | -1,270 | -100.0% | -0.01% | – |
DHI | Exit | D R HORTON INC COMstock | $0 | – | -471 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ETF SER SOLUTIONS | 16 | Q3 2023 | 20.5% |
ETF SER SOLUTIONS | 16 | Q3 2023 | 12.4% |
ETF SER SOLUTIONS | 16 | Q3 2023 | 9.1% |
OPUS SMALL CAP VALUE ETF | 16 | Q3 2023 | 7.3% |
ISHARES TR | 16 | Q3 2023 | 5.6% |
ISHARES TR S&P 1500 INDEX FD | 16 | Q3 2023 | 4.6% |
APPLE INC | 16 | Q3 2023 | 2.7% |
HOME DEPOT INC | 16 | Q3 2023 | 2.5% |
INVESCO EXCHANGE TRADED FD T | 16 | Q3 2023 | 3.2% |
ISHARES TR | 16 | Q3 2023 | 6.4% |
View Sugarloaf Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-10 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-03 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-20 |
View Sugarloaf 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.