Sugarloaf Wealth Management, LLC - Q4 2020 holdings

$299 Million is the total value of Sugarloaf Wealth Management, LLC's 758 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 28.4% .

 Value Shares↓ Weighting
DRSK BuyETF SER SOLUTIONSaptus defined$51,101,000
+4.3%
1,741,094
+10.0%
17.10%
-4.2%
ADME BuyETF SER SOLUTIONSaptus drawdown$25,847,000
+8.4%
716,581
+1.6%
8.65%
-0.5%
ACIO BuyETF SER SOLUTIONSaptus collared$24,799,000
+7.1%
891,411
+3.0%
8.30%
-1.7%
AGG BuyISHARES TRcore us aggbd et$15,579,000
+2.6%
131,816
+2.7%
5.21%
-5.8%
ITOT BuyISHARES TRcore s&p ttl stk$13,845,000
+21.2%
160,576
+7.0%
4.63%
+11.3%
OSCV BuyETF SER SOLUTIONSopus sml cp vl$11,735,000
+22.5%
419,014
+2.3%
3.93%
+12.5%
IEFA BuyISHARES TRcore msci eafe$11,549,000
+17.3%
167,155
+2.7%
3.86%
+7.6%
MINT SellPIMCO ETF TRenhan shrt ma ac$8,186,000
-4.6%
80,226
-3.5%
2.74%
-12.4%
IEMG BuyISHARES INCcore msci emkt$7,739,000
+20.9%
124,742
+3.4%
2.59%
+11.0%
AAPL SellAPPLE INC$7,467,000
+12.8%
56,282
-2.9%
2.50%
+3.6%
HD BuyHOME DEPOT INC$5,987,000
+2.3%
22,538
+0.5%
2.00%
-6.0%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$5,754,000
+20.5%
45,113
+2.9%
1.93%
+10.6%
QQQ SellINVESCO QQQ TRunit ser 1$3,632,000
+8.5%
11,577
-4.1%
1.22%
-0.3%
ICSH BuyISHARES TRultr sh trm bd$3,237,000
+0.7%
64,081
+0.8%
1.08%
-7.6%
SO BuySOUTHERN CO$3,144,000
+13.4%
51,184
+0.1%
1.05%
+4.1%
MUB BuyISHARES TRnational mun etf$3,072,000
+4.1%
26,213
+2.9%
1.03%
-4.5%
DIA SellSPDR DOW JONES INDL AVRG ETFut ser 1$2,852,000
+10.1%
9,328
-0.0%
0.95%
+1.1%
QUAL  ISHARES TRusa quality fctr$2,364,000
+12.0%
20,3400.0%0.79%
+2.9%
FITB SellFIFTH THIRD BANCORP$2,334,000
+29.1%
84,656
-0.2%
0.78%
+18.5%
USMV SellISHARES TRmsci min vol etf$2,332,000
+4.2%
34,351
-2.2%
0.78%
-4.4%
KO BuyCOCA COLA CO$2,272,000
+11.2%
41,424
+0.1%
0.76%
+2.0%
BAC SellBK OF AMERICA CORP$2,250,000
+21.8%
74,218
-3.2%
0.75%
+11.9%
UNH SellUNITEDHEALTH GROUP INC$1,863,000
+10.5%
5,314
-1.4%
0.62%
+1.5%
V SellVISA INC$1,837,000
+8.1%
8,398
-0.9%
0.62%
-0.6%
JPM BuyJPMORGAN CHASE &CO$1,821,000
+35.9%
14,470
+4.5%
0.61%
+24.5%
BLK BuyBLACKROCK INC$1,788,000
+31.5%
2,478
+3.0%
0.60%
+20.6%
CPRT BuyCOPART INC$1,679,000
+23.5%
13,194
+2.4%
0.56%
+13.5%
BR BuyBROADRIDGE FINL SOLUTIONS IN$1,640,000
+19.2%
10,706
+3.0%
0.55%
+9.4%
SPY SellSPDR S&P 500 ETF TRtr unit$1,613,000
+6.0%
4,315
-5.0%
0.54%
-2.7%
IVV SellISHARES TRcore s&p500 etf$1,609,000
-17.9%
4,287
-26.5%
0.54%
-24.8%
GOOGL BuyALPHABET INCcap stk cl a$1,593,000
+22.4%
909
+2.5%
0.53%
+12.4%
ROP BuyROPER TECHNOLOGIES INC$1,584,000
+12.9%
3,675
+3.9%
0.53%
+3.5%
AMZN BuyAMAZON COM INC$1,368,000
+9.4%
420
+5.8%
0.46%
+0.4%
CHE BuyCHEMED CORP NEW$1,299,000
+17.5%
2,438
+6.5%
0.44%
+7.9%
DVY BuyISHARES TRselect divid etf$1,296,000
+18.0%
13,473
+0.0%
0.43%
+8.5%
MSFT BuyMICROSOFT CORP$1,262,000
+9.6%
5,676
+3.7%
0.42%
+0.5%
DG BuyDOLLAR GEN CORP NEW$1,222,000
+3.2%
5,810
+3.2%
0.41%
-5.3%
AMT BuyAMERICAN TOWER CORP NEW$1,204,000
-1.4%
5,364
+6.7%
0.40%
-9.4%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$1,199,000
+9.7%
8,494
+0.0%
0.40%
+0.5%
WM BuyWASTE MGMT INC DEL$1,164,000
+6.3%
9,873
+2.6%
0.39%
-2.3%
VZ BuyVERIZON COMMUNICATIONS INC$1,061,000
-0.7%
18,051
+0.5%
0.36%
-9.0%
NEAR BuyISHARES US ETF TRsht mat bd etf$1,029,000
+16.9%
20,514
+94.4%
0.34%
+7.2%
VTI BuyVANGUARD INDEX FDStotal stk mkt$1,016,000
+14.5%
5,219
+0.2%
0.34%
+5.3%
JNJ BuyJOHNSON &JOHNSON$958,000
+5.7%
6,090
+0.1%
0.32%
-2.7%
FIS BuyFIDELITY NATL INFORMATION SV$954,000
+4.5%
6,743
+9.3%
0.32%
-4.2%
BMY SellBRISTOL MYERS SQUIBB CO$912,000
+2.6%
14,703
-0.3%
0.30%
-5.9%
NFJ  ALLIANZGI DIVIDEND INT &PRM$880,000
+14.1%
65,3740.0%0.30%
+5.0%
T SellAT&T INC$860,000
+0.5%
29,907
-1.4%
0.29%
-7.7%
WMT  WALMART INC$778,000
+3.0%
5,3990.0%0.26%
-5.5%
PEY  INVESCO EXCHANGE TRADED FD Thig yld eq div$753,000
+21.1%
43,3150.0%0.25%
+11.0%
UCBI SellUNITED CMNTY BKS BLAIRSVLE G$747,000
+67.1%
26,270
-0.5%
0.25%
+53.4%
ABBV BuyABBVIE INC$736,000
+39.1%
6,592
+9.0%
0.25%
+27.5%
IWM SellISHARES TRrussell 2000 etf$728,000
+30.0%
3,714
-0.6%
0.24%
+19.6%
AFL BuyAFLAC INC$700,000
+1128.1%
1,572
+0.1%
0.23%
+1014.3%
TGT SellTARGET CORP$692,000
+8.5%
3,920
-3.3%
0.23%
-0.4%
BIF BuyBOULDER GROWTH &INCOME FD I$642,000
+11.7%
57,609
+0.2%
0.22%
+2.4%
MGC BuyVANGUARD WORLD FDmega cap index$609,000
+11.7%
4,565
+0.5%
0.20%
+2.5%
IBM SellINTERNATIONAL BUSINESS MACHS$608,000
+3.6%
4,833
-0.5%
0.20%
-5.1%
TSLA SellTESLA INC$602,000
+62.3%
853
-1.4%
0.20%
+48.9%
NOBL BuyPROSHARES TRs&p 500 dv arist$596,000
+3.1%
7,548
+0.5%
0.20%
-5.7%
IDV BuyISHARES TRintl sel div etf$579,000
+18.2%
19,661
+0.0%
0.19%
+8.4%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$562,000
+8.9%
2,4250.0%0.19%0.0%
COST BuyCOSTCO WHSL CORP NEW$542,000
+6.3%
1,438
+0.1%
0.18%
-2.7%
DIS SellDISNEY WALT CO$538,000
-17.9%
2,972
-43.7%
0.18%
-24.7%
PG SellPROCTER &GAMBLE CO$534,000
-46.3%
3,836
-46.4%
0.18%
-50.7%
HDV  ISHARES TRcore high dv etf$517,000
+9.1%
5,8950.0%0.17%0.0%
MRK SellMERCK &CO INC$498,000
-3.7%
6,087
-2.3%
0.17%
-11.2%
SHY BuyISHARES TR1 3 yr treas bd$485,000
+1176.3%
5,615
+1190.8%
0.16%
+1057.1%
PCI BuyPIMCO DYNMIC CREDIT AND MRT$477,000
+5.8%
22,493
+0.2%
0.16%
-2.4%
TFC SellTRUIST FINL CORP$467,000
+25.2%
9,734
-1.7%
0.16%
+14.7%
DUK BuyDUKE ENERGY CORP NEW$447,000
+79.5%
4,880
+73.4%
0.15%
+64.8%
GBIL BuyGOLDMAN SACHS ETF TRacces treasury$446,000
-14.7%
4,457
+5.9%
0.15%
-22.0%
VXF SellVANGUARD INDEX FDSextend mkt etf$442,000
+13.9%
2,685
-10.3%
0.15%
+5.0%
MTUM SellISHARES TRusa momentum fct$420,000
-1.4%
2,607
-9.8%
0.14%
-9.0%
INTC BuyINTEL CORP$385,000
-1.3%
7,727
+2.6%
0.13%
-9.2%
AOA BuyISHARES TRaggres alloc etf$382,000
+11.0%
5,956
+0.9%
0.13%
+2.4%
ACWI SellISHARES TRmsci acwi etf$379,000
+30.7%
3,072
-15.3%
0.13%
+19.8%
IWF  ISHARES TRrus 1000 grw etf$376,000
+11.2%
1,5580.0%0.13%
+2.4%
SNV  SYNOVUS FINL CORP$371,000
+52.7%
11,4750.0%0.12%
+39.3%
GS SellGOLDMAN SACHS GROUP INC$370,000
+27.6%
1,404
-2.6%
0.12%
+17.0%
MMM Buy3M CO$356,000
+9.2%
2,037
+0.0%
0.12%0.0%
XOM SellEXXON MOBIL CORP$331,000
-10.5%
8,030
-25.6%
0.11%
-17.8%
MEAR SellISHARES US ETF TRsht mat mun etf$333,000
-60.1%
6,634
-60.1%
0.11%
-63.5%
O BuyREALTY INCOME CORP$327,000
+3.2%
5,256
+0.7%
0.11%
-6.0%
CVX BuyCHEVRON CORP NEW$313,000
+17.7%
3,701
+0.2%
0.10%
+8.2%
UPS SellUNITED PARCEL SERVICE INCcl b$311,0000.0%1,846
-1.0%
0.10%
-8.0%
CMCSA SellCOMCAST CORP NEWcl a$311,000
+13.1%
5,940
-0.2%
0.10%
+4.0%
SBUX SellSTARBUCKS CORP$296,000
+24.9%
2,771
-12.4%
0.10%
+15.1%
IJH BuyISHARES TRcore s&p mcp etf$290,000
+27.2%
1,263
+2.8%
0.10%
+16.9%
QCOM  QUALCOMM INC$278,000
+29.3%
1,8270.0%0.09%
+19.2%
CAT BuyCATERPILLAR INC DEL$277,000
+22.0%
1,522
+0.1%
0.09%
+12.0%
ESGU NewISHARES TResg awr msci usa$279,0003,244
+100.0%
0.09%
SUSC NewISHARES TResg awre usd etf$275,0009,716
+100.0%
0.09%
CHY SellCALAMOS CONV &HIGH INCOME F$271,000
+21.0%
18,958
-1.0%
0.09%
+11.0%
GPN  GLOBAL PMTS INC$262,000
+21.3%
1,2170.0%0.09%
+11.4%
PFE SellPFIZER INC$259,000
-34.4%
7,039
-34.6%
0.09%
-39.6%
FLOT  ISHARES TRfltg rate nt etf$258,000
+0.4%
5,0770.0%0.09%
-8.5%
PKI SellPERKINELMER INC$251,000
+8.2%
1,751
-5.4%
0.08%
-1.2%
PEP  PEPSICO INC$250,000
+6.8%
1,6870.0%0.08%
-1.2%
VUG  VANGUARD INDEX FDSgrowth etf$251,000
+11.1%
9910.0%0.08%
+2.4%
ACWV SellISHARES INCmin vol gbl etf$251,000
-7.4%
2,595
-12.0%
0.08%
-15.2%
GOVT BuyISHARES TRus treas bd etf$248,000
+7.4%
9,104
+10.3%
0.08%
-1.2%
FTSM BuyFIRST TR EXCHANGE TRADED FDfirst tr enh new$245,0000.0%4,079
+0.1%
0.08%
-7.9%
AYI  ACUITY BRANDS INC$242,000
+18.0%
2,0000.0%0.08%
+8.0%
EFA BuyISHARES TRmsci eafe etf$243,000
+15.7%
3,324
+0.6%
0.08%
+5.2%
DHR  DANAHER CORPORATION$233,000
+3.1%
1,0500.0%0.08%
-4.9%
HIG  HARTFORD FINL SVCS GROUP INC$225,000
+32.4%
4,6010.0%0.08%
+21.0%
D BuyDOMINION ENERGY INC$220,000
-4.3%
2,921
+0.3%
0.07%
-11.9%
NVDA BuyNVIDIA CORP$215,000
-3.2%
412
+0.5%
0.07%
-11.1%
MBB BuyISHARES TRmbs etf$208,0000.0%1,893
+0.5%
0.07%
-7.9%
TRV SellTRAVELERS COMPANIES INC$207,000
-21.6%
1,472
-39.7%
0.07%
-28.1%
IWP BuyISHARES TRrus md cp gr etf$205,000
+42.4%
1,996
+139.3%
0.07%
+30.2%
FIXD SellFIRST TR EXCHNG TRADED FD VItcw opportunis$204,000
-25.8%
3,733
-25.3%
0.07%
-32.0%
KMB BuyKIMBERLY CLARK CORP$200,000
-8.3%
1,481
+0.1%
0.07%
-15.2%
ALL BuyALLSTATE CORP$197,000
+17.3%
1,795
+0.4%
0.07%
+8.2%
MGNI SellMAGNITE INC$196,000
+237.9%
6,382
-23.9%
0.07%
+214.3%
VGT SellVANGUARD WORLD FDSinf tech etf$198,000
-2.9%
560
-14.4%
0.07%
-10.8%
ABT  ABBOTT LABS$193,000
+0.5%
1,7600.0%0.06%
-7.1%
MO SellALTRIA GROUP INC$194,000
-10.6%
4,731
-17.3%
0.06%
-17.7%
PM SellPHILIP MORRIS INTL INC$194,000
-21.1%
2,345
-30.6%
0.06%
-27.8%
VO BuyVANGUARD INDEX FDSmid cap etf$190,000
+18.0%
919
+0.4%
0.06%
+8.5%
IJR BuyISHARES TRcore s&p scp etf$188,000
+30.6%
2,046
+0.0%
0.06%
+18.9%
F  FORD MTR CO DEL$189,000
+32.2%
21,4660.0%0.06%
+21.2%
IVE BuyISHARES TRs&p 500 val etf$183,000
+210.2%
1,429
+170.6%
0.06%
+177.3%
IWV SellISHARES TRrussell 3000 etf$181,000
+1.7%
810
-10.7%
0.06%
-6.2%
CAPE  BARCLAYS BANK PLCipath shilr cape$180,000
+13.9%
1,0100.0%0.06%
+3.4%
GOOG  ALPHABET INCcap stk cl c$161,000
+19.3%
920.0%0.05%
+10.2%
SUB BuyISHARES TRshrt nat mun etf$161,0000.0%1,486
+109.6%
0.05%
-8.5%
DSI NewISHARES TRmsci kld400 soc$157,0002,192
+100.0%
0.05%
C SellCITIGROUP INC$155,000
+37.2%
2,521
-3.8%
0.05%
+26.8%
CINF  CINCINNATI FINL CORP$156,000
+12.2%
1,7820.0%0.05%
+2.0%
GIS BuyGENERAL MLS INC$154,000
-4.3%
2,616
+0.2%
0.05%
-11.9%
GPC  GENUINE PARTS CO$151,000
+5.6%
1,5000.0%0.05%
-1.9%
CCJ SellCAMECO CORP$151,000
-14.7%
11,251
-35.9%
0.05%
-21.5%
CSCO BuyCISCO SYS INC$151,000
+13.5%
3,382
+0.1%
0.05%
+6.2%
IYR SellISHARES TRu.s. real es etf$150,000
-11.8%
1,749
-17.7%
0.05%
-19.4%
IWS BuyISHARES TRrus mdcp val etf$147,000
+75.0%
1,521
+45.7%
0.05%
+58.1%
RYAM SellRAYONIER ADVANCED MATLS INC$147,000
+41.3%
22,516
-30.8%
0.05%
+28.9%
BSV BuyVANGUARD BD INDEX FD INCshort trm bond$146,000
+0.7%
1,758
+0.3%
0.05%
-7.5%
IGIB SellISHARES TRintrm tr crp etf$143,000
-25.9%
2,308
-27.4%
0.05%
-31.4%
WFC SellWELLS FARGO CO NEW$139,000
+26.4%
4,608
-1.9%
0.05%
+17.5%
BA SellBOEING CO$141,000
+10.2%
660
-14.5%
0.05%0.0%
SBAC  SBA COMMUNICATIONS CORP NEWcl a$141,000
-11.3%
5000.0%0.05%
-19.0%
EEM BuyISHARES TRmsci emg mkt etf$140,000
+17.6%
2,717
+0.8%
0.05%
+9.3%
LMT  LOCKHEED MARTIN CORP$137,000
-6.8%
3850.0%0.05%
-14.8%
ESGD NewISHARES TResg aw msci eafe$134,0001,828
+100.0%
0.04%
WAT  WATERS CORP$134,000
+26.4%
5410.0%0.04%
+15.4%
STIP SellISHARES TR0-5 yr tips etf$134,000
-17.3%
1,286
-17.3%
0.04%
-23.7%
SCHX  SCHWAB STRATEGIC TRus lrg cap etf$134,000
+13.6%
1,4680.0%0.04%
+4.7%
MCD SellMCDONALDS CORP$130,000
-2.3%
607
-4.9%
0.04%
-8.3%
LQD BuyISHARES TRiboxx inv cp etf$131,000
+3.1%
950
+0.7%
0.04%
-4.3%
IWD  ISHARES TRrus 1000 val etf$130,000
+16.1%
9520.0%0.04%
+7.3%
GILD SellGILEAD SCIENCES INC$127,000
-14.2%
2,174
-7.4%
0.04%
-20.4%
VB BuyVANGUARD INDEX FDSsmall cp etf$128,000
+26.7%
657
+0.6%
0.04%
+16.2%
SHV BuyISHARES TRshort treas bd$127,0000.0%1,147
+0.2%
0.04%
-6.5%
PDT BuyHANCOCK JOHN PREMUIM DIV FD$126,000
+28.6%
8,905
+12.8%
0.04%
+16.7%
LOW BuyLOWES COS INC$125,000
-3.1%
777
+0.3%
0.04%
-10.6%
BP SellBP PLCsponsored adr$122,000
+9.9%
5,957
-6.6%
0.04%
+2.5%
LNC BuyLINCOLN NATL CORP IND$122,000
+62.7%
2,416
+0.8%
0.04%
+51.9%
IWO BuyISHARES TRrus 2000 grw etf$120,000
+48.1%
417
+13.6%
0.04%
+33.3%
PDI BuyPIMCO DYNAMIC INCOME FD$116,000
+4.5%
4,401
+1.0%
0.04%
-2.5%
AEP SellAMERICAN ELEC PWR CO INC$116,000
+0.9%
1,396
-0.9%
0.04%
-7.1%
TLT BuyISHARES TR20 yr tr bd etf$117,000
-15.8%
742
+47.8%
0.04%
-23.5%
OGE BuyOGE ENERGY CORP$118,000
+7.3%
3,718
+1.3%
0.04%
-2.5%
UTF BuyCOHEN &STEERS INFRASTRUCTUR$114,000
+17.5%
4,415
+1.3%
0.04%
+8.6%
VTEB SellVANGUARD MUN BD FD INCtax exempt bd$112,000
-1.8%
2,038
-2.8%
0.04%
-11.9%
MDLZ SellMONDELEZ INTL INCcl a$112,000
+1.8%
1,919
-3.3%
0.04%
-7.5%
GRX BuyGABELLI HLTHCARE &WELLNESS$112,000
+19.1%
9,350
+2.3%
0.04%
+8.8%
GE SellGENERAL ELECTRIC CO$107,000
+44.6%
9,866
-19.5%
0.04%
+33.3%
VYM  VANGUARD WHITEHALL FDS INChigh div yld$106,000
+12.8%
1,1570.0%0.04%
+2.9%
ORCL  ORACLE CORP$102,000
+8.5%
1,5700.0%0.03%0.0%
TIP SellISHARES TRtips bd etf$103,000
+1.0%
804
-13.1%
0.03%
-8.1%
RTX SellRAYTHEON TECHNOLOGIES CORP$101,000
+16.1%
1,411
-6.4%
0.03%
+6.2%
MELI  MERCADOLIBRE INC$101,000
+55.4%
600.0%0.03%
+41.7%
CNP  CENTERPOINT ENERGY INC$98,000
+11.4%
4,5260.0%0.03%
+3.1%
EMR BuyEMERSON ELEC CO$97,000
+22.8%
1,211
+0.4%
0.03%
+10.3%
CVS SellCVS HEALTH CORP$97,000
+12.8%
1,427
-3.6%
0.03%
+3.2%
RH BuyRH$96,000
+28.0%
215
+10.3%
0.03%
+18.5%
XLE SellSELECT SECTOR SPDR TRenergy$96,000
+23.1%
2,527
-8.4%
0.03%
+14.3%
IWN BuyISHARES TRrus 2000 val etf$96,000
+52.4%
726
+14.5%
0.03%
+39.1%
OHI BuyOMEGA HEALTHCARE INVS INC$97,000
+24.4%
2,660
+1.5%
0.03%
+14.3%
HYG BuyISHARES TRiboxx hi yd etf$95,000
+41.8%
1,090
+35.9%
0.03%
+33.3%
CREE  CREE INC$95,000
+66.7%
8960.0%0.03%
+52.4%
NEE BuyNEXTERA ENERGY INC$97,000
+11.5%
1,254
+300.6%
0.03%0.0%
ORLY  OREILLY AUTOMOTIVE INC$93,000
-2.1%
2060.0%0.03%
-11.4%
XLV BuySELECT SECTOR SPDR TRsbi healthcare$91,000
+8.3%
800
+0.1%
0.03%
-3.2%
DBEM SellDBX ETF TRxtrack msci emrg$90,000
-9.1%
3,269
-19.4%
0.03%
-16.7%
IAU  ISHARES GOLD TRUSTishares$91,000
+1.1%
5,0000.0%0.03%
-9.1%
MET BuyMETLIFE INC$90,000
+26.8%
1,911
+0.1%
0.03%
+15.4%
GOLD NewBARRICK GOLD CORP$91,000401
+100.0%
0.03%
PRU BuyPRUDENTIAL FINL INC$88,000
+37.5%
1,124
+11.7%
0.03%
+26.1%
VTV  VANGUARD INDEX FDSvalue etf$85,000
+14.9%
7100.0%0.03%
+3.7%
PPG  PPG INDS INC$84,000
+18.3%
5830.0%0.03%
+7.7%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$84,000
+25.4%
1990.0%0.03%
+16.7%
ESML BuyISHARES TResg msci usa sml$83,000
+29.7%
2,419
+43.1%
0.03%
+21.7%
BIT  BLACKROCK MULTI-SECTOR INC T$82,000
+12.3%
4,6520.0%0.03%0.0%
VTIP  VANGUARD MALVERN FDSstrm infproidx$81,0000.0%1,5810.0%0.03%
-10.0%
SPHD  INVESCO EXCHNG TRADED FD TRs&p500 hdl vol$81,000
+14.1%
2,1500.0%0.03%
+3.8%
BNDW SellVANGUARD SCOTTSDALE FDStotal wld bd etf$79,000
-24.8%
962
-25.4%
0.03%
-31.6%
EAGG BuyISHARES TResg awr us agrgt$77,000
+20.3%
1,359
+27.5%
0.03%
+13.0%
MAR  MARRIOTT INTL INC NEWcl a$77,000
+42.6%
5840.0%0.03%
+30.0%
BIPC NewBROOKFIELD INFRASTRUCTURE CO$79,0001,099
+100.0%
0.03%
AXON  AXON ENTERPRISE INC$75,000
+33.9%
6120.0%0.02%
+25.0%
PHYS  SPROTT PHYSICAL GOLD TRUSTunit$75,0000.0%5,0000.0%0.02%
-7.4%
RCL SellROYAL CARIBBEAN GROUP$74,000
+4.2%
991
-9.2%
0.02%
-3.8%
IYH BuyISHARES TRus hlthcare etf$76,000
+8.6%
309
+0.3%
0.02%
-3.8%
GLD  SPDR GOLD TR$75,0000.0%4230.0%0.02%
-7.4%
COP  CONOCOPHILLIPS$72,000
+22.0%
1,7880.0%0.02%
+9.1%
DAL  DELTA AIR LINES INC DEL$73,000
+30.4%
1,8240.0%0.02%
+20.0%
SNY  SANOFIsponsored adr$71,000
-2.7%
1,4640.0%0.02%
-11.1%
SCHF  SCHWAB STRATEGIC TRintl eqty etf$73,000
+15.9%
2,0170.0%0.02%
+4.3%
SSB  SOUTH ST CORP$73,000
+52.1%
1,0000.0%0.02%
+33.3%
PFF  ISHARES TRpfd and incm sec$72,000
+5.9%
1,8600.0%0.02%
-4.0%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$73,000
+15.9%
1,244
+0.2%
0.02%
+4.3%
TECL BuyDIREXION SHS ETF TRdly tech bull 3x$70,000
+34.6%
171
+0.6%
0.02%
+21.1%
CMG  CHIPOTLE MEXICAN GRILL INC$69,000
+11.3%
500.0%0.02%0.0%
KR  KROGER CO$69,000
-6.8%
2,1730.0%0.02%
-14.8%
GM BuyGENERAL MTRS CO$70,000
+100.0%
1,677
+42.5%
0.02%
+76.9%
NCR BuyNCR CORP NEW$68,000
+83.8%
1,815
+8.7%
0.02%
+76.9%
SLV  ISHARES SILVER TRUSTishares$66,000
+13.8%
2,6750.0%0.02%
+4.8%
PAYX  PAYCHEX INC$66,000
+17.9%
7030.0%0.02%
+10.0%
IIM BuyINVESCO CALIF MUN INCOME TR$66,000
+6.5%
4,248
+0.2%
0.02%
-4.3%
RNST BuyRENASANT CORP$65,000
+47.7%
1,919
+0.1%
0.02%
+37.5%
PYPL BuyPAYPAL HLDGS INC$65,000
+25.0%
278
+4.5%
0.02%
+15.8%
HPI BuyHANCOCK JOHN PFD INCOME FDsh ben int$65,000
+6.6%
3,325
+2.3%
0.02%0.0%
PFXF SellVANECK VECTORS ETF TRUSTpfd secs ex finl$63,000
+5.0%
3,043
-2.8%
0.02%
-4.5%
IEV BuyISHARES TReurope etf$63,000
+14.5%
1,311
+0.3%
0.02%
+5.0%
IJK BuyISHARES TRs&p mc 400gr etf$64,000
+20.8%
888
+300.0%
0.02%
+10.5%
NVS  NOVARTIS A Gsponsored adr$64,000
+8.5%
6830.0%0.02%
-4.5%
SYY SellSYSCO CORP$64,000
-11.1%
864
-25.2%
0.02%
-19.2%
HYS BuyPIMCO ETF TR0-5 high yield$63,000
+5.0%
638
+0.2%
0.02%
-4.5%
DOW BuyDOW INC$63,000
+18.9%
1,127
+0.3%
0.02%
+10.5%
XLK SellSELECT SECTOR SPDR TRtechnology$62,000
-62.0%
479
-65.7%
0.02%
-64.4%
RDSA  ROYAL DUTCH SHELL PLCspons adr a$62,000
+40.9%
1,7520.0%0.02%
+31.2%
ZIOP  ZIOPHARM ONCOLOGY INC$61,0000.0%24,2500.0%0.02%
-9.1%
AWK  AMERICAN WTR WKS CO INC NEW$59,000
+5.4%
3840.0%0.02%0.0%
ESGE BuyISHARES INCesg msci em etf$56,000
+19.1%
1,347
+6.6%
0.02%
+11.8%
USO NewUNITED STS OIL FD LPunits$56,0001,686
+100.0%
0.02%
RWX BuySPDR INDEX SHS FDSdj intl rl etf$56,000
+16.7%
1,631
+0.1%
0.02%
+5.6%
AOR BuyISHARES TRgrwt allocat etf$57,000
+7.5%
1,090
+0.2%
0.02%0.0%
AZN SellASTRAZENECA PLCsponsored adr$58,000
-40.8%
1,152
-35.8%
0.02%
-47.2%
NKE BuyNIKE INCcl b$57,000
+11.8%
406
+0.7%
0.02%0.0%
CARR SellCARRIER GLOBAL CORPORATION$54,000
+14.9%
1,426
-6.5%
0.02%
+5.9%
DLR BuyDIGITAL RLTY TR INC$54,000
+25.6%
386
+31.3%
0.02%
+12.5%
SUSB BuyISHARES TResg awre 1 5 yr$55,000
+19.6%
2,095
+259.3%
0.02%
+5.9%
EW  EDWARDS LIFESCIENCES CORP$55,000
+14.6%
6000.0%0.02%0.0%
SMMV SellISHARES TRedge msci minm$53,000
-8.6%
1,561
-21.8%
0.02%
-14.3%
DIV SellGLOBAL X FDSglobx supdv us$51,000
+6.2%
3,028
-5.0%
0.02%
-5.6%
NVCR  NOVOCURE LTD$52,000
+57.6%
3000.0%0.02%
+41.7%
DNP  DNP SELECT INCOME FD$50,000
+2.0%
4,8500.0%0.02%
-5.6%
MCHP  MICROCHIP TECHNOLOGY INC$51,000
+34.2%
3690.0%0.02%
+21.4%
MA  MASTERCARD INCcl a$50,000
+16.3%
1400.0%0.02%
+6.2%
WEC  WEC ENERGY GROUP INC$51,000
-5.6%
5530.0%0.02%
-15.0%
UL  UNILEVER PLCspon adr new$49,000
-2.0%
8090.0%0.02%
-11.1%
KMX  CARMAX INC$47,000
+2.2%
5000.0%0.02%
-5.9%
PPL  PPL CORP$48,000
+4.3%
1,6860.0%0.02%
-5.9%
PSLV  SPROTT PHYSICAL SILVER TRtr unit$47,000
+14.6%
5,0000.0%0.02%
+6.7%
ANTM SellANTHEM INC$49,000
-87.8%
153
-89.8%
0.02%
-89.1%
AMGN  AMGEN INC$46,000
-9.8%
2000.0%0.02%
-21.1%
WHR  WHIRLPOOL CORP$45,0000.0%2470.0%0.02%
-6.2%
CXP  COLUMBIA PPTY TR INC$44,000
+29.4%
3,1010.0%0.02%
+25.0%
BIDU SellBAIDU INCspon adr rep a$45,000
+15.4%
210
-32.3%
0.02%
+7.1%
AMD NewADVANCED MICRO DEVICES INC$46,000500
+100.0%
0.02%
SE BuySEA LTDsponsord ads$45,000
+136.8%
225
+80.0%
0.02%
+114.3%
ADSK  AUTODESK INC$45,000
+32.4%
1490.0%0.02%
+25.0%
IYC BuyISHARES TRu.s. cnsm sv etf$42,000
+13.5%
592
+300.0%
0.01%
+7.7%
NWL  NEWELL BRANDS INC$43,000
+26.5%
2,0060.0%0.01%
+16.7%
PKG SellPACKAGING CORP AMER$41,000
+20.6%
295
-5.8%
0.01%
+16.7%
ZBH  ZIMMER BIOMET HLDGS INC$41,000
+13.9%
2670.0%0.01%
+7.7%
ED  CONSOLIDATED EDISON INC$41,000
-6.8%
5630.0%0.01%
-12.5%
SIRI BuySIRIUS XM HLDGS INC$43,000
+19.4%
6,702
+0.1%
0.01%
+7.7%
SCHA  SCHWAB STRATEGIC TRus sml cap etf$41,000
+28.1%
4640.0%0.01%
+16.7%
BLUE NewBLUEBIRD BIO INC$43,0001,000
+100.0%
0.01%
WBA BuyWALGREENS BOOTS ALLIANCE INC$41,000
+10.8%
1,026
+0.5%
0.01%
+7.7%
OTIS BuyOTIS WORLDWIDE CORP$41,000
+7.9%
612
+0.2%
0.01%0.0%
DD  DUPONT DE NEMOURS INC$43,000
+26.5%
6110.0%0.01%
+16.7%
KBE BuySPDR SERIES TRUSTs&p bk etf$39,000
+44.4%
923
+0.2%
0.01%
+30.0%
SWKS  SKYWORKS SOLUTIONS INC$38,000
+5.6%
2500.0%0.01%0.0%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$40,000
+8.1%
685
+0.9%
0.01%0.0%
FRT BuyFEDERAL REALTY INVT TRsh ben int new$40,000
+17.6%
471
+1.5%
0.01%
+8.3%
NXPI  NXP SEMICONDUCTORS N V$40,000
+29.0%
2510.0%0.01%
+18.2%
ACV BuyALLIANZGI DIVERSIFIED INCOME$40,000
+29.0%
1,232
+1.8%
0.01%
+18.2%
DGII  DIGI INTL INC$38,000
+22.6%
2,0000.0%0.01%
+18.2%
CAG SellCONAGRA BRANDS INC$36,000
-10.0%
994
-12.3%
0.01%
-20.0%
MSI  MOTOROLA SOLUTIONS INC$37,000
+8.8%
2160.0%0.01%0.0%
KSU  KANSAS CITY SOUTHERN$37,000
+12.1%
1830.0%0.01%0.0%
NCLH SellNORWEGIAN CRUISE LINE HLDG L$37,000
+5.7%
1,450
-28.2%
0.01%
-7.7%
AOM  ISHARES TRmodert alloc etf$35,000
+6.1%
8000.0%0.01%0.0%
GNW SellGENWORTH FINL INC$35,000
+2.9%
9,350
-11.0%
0.01%0.0%
HSY  HERSHEY CO$35,000
+6.1%
2290.0%0.01%0.0%
EZM  WISDOMTREE TRus midcap fund$36,000
+28.6%
8270.0%0.01%
+20.0%
CWBR NewCOHBAR INC$36,00026,650
+100.0%
0.01%
FTV  FORTIVE CORP$37,000
-7.5%
5250.0%0.01%
-20.0%
MKTX  MARKETAXESS HLDGS INC$35,000
+16.7%
620.0%0.01%
+9.1%
EMB SellISHARES TRjpmorgan usd emg$37,0000.0%321
-2.7%
0.01%
-7.7%
ECL  ECOLAB INC$34,000
+6.2%
1590.0%0.01%
-8.3%
CCI  CROWN CASTLE INTL CORP NEW$34,000
-2.9%
2120.0%0.01%
-15.4%
IDNA BuyISHARES TRgenomics immun$32,000
+113.3%
750
+100.0%
0.01%
+120.0%
CCL SellCARNIVAL CORPunit 99/99/9999$33,000
+22.2%
1,509
-16.6%
0.01%
+10.0%
ITM  VANECK VECTORS ETF TRamt free int etf$33,000
+3.1%
6320.0%0.01%
-8.3%
XLI BuySELECT SECTOR SPDR TRsbi int-inds$32,000
+60.0%
357
+38.9%
0.01%
+57.1%
CIT  CIT GROUP INC$33,000
+106.2%
9100.0%0.01%
+83.3%
LLY  LILLY ELI &CO$34,000
+13.3%
2000.0%0.01%0.0%
TXN  TEXAS INSTRS INC$34,000
+13.3%
2090.0%0.01%0.0%
LUMN SellLUMEN TECHNOLOGIES INC$32,000
-5.9%
3,332
-1.8%
0.01%
-8.3%
ABMD SellABIOMED INC$32,000
-41.8%
100
-50.0%
0.01%
-45.0%
MU NewMICRON TECHNOLOGY INC$34,000450
+100.0%
0.01%
FB BuyFACEBOOK INCcl a$34,000
+6.2%
125
+3.3%
0.01%
-8.3%
SPLV  INVESCO EXCHNG TRADED FD TRs&p500 low vol$34,000
+3.0%
6100.0%0.01%
-8.3%
CME  CME GROUP INC$33,000
+10.0%
1800.0%0.01%0.0%
SKT SellTANGER FACTORY OUTLET CTRS I$32,000
-11.1%
3,167
-46.6%
0.01%
-15.4%
KMI SellKINDER MORGAN INC DEL$32,000
-49.2%
2,331
-51.6%
0.01%
-52.2%
IWB SellISHARES TRrus 1000 etf$33,000
-43.1%
155
-50.0%
0.01%
-47.6%
PSX  PHILLIPS 66$31,000
+34.8%
4460.0%0.01%
+25.0%
CTVA BuyCORTEVA INC$29,000
+38.1%
743
+0.1%
0.01%
+25.0%
DRI  DARDEN RESTAURANTS INC$30,000
+20.0%
2500.0%0.01%
+11.1%
DE  DEERE &CO$31,000
+19.2%
1160.0%0.01%
+11.1%
MJ BuyETF MANAGERS TRetfmg altr hrvst$31,000
+34.8%
2,182
+0.4%
0.01%
+25.0%
HBI SellHANESBRANDS INC$30,000
-9.1%
2,089
-4.7%
0.01%
-16.7%
LULU  LULULEMON ATHLETICA INC$30,000
+3.4%
870.0%0.01%
-9.1%
OKE  ONEOK INC NEW$31,000
+47.6%
8080.0%0.01%
+25.0%
TJX  TJX COS INC NEW$31,000
+19.2%
4590.0%0.01%
+11.1%
THW  TEKLA WORLD HEALTHCARE FD$30,000
+11.1%
1,9000.0%0.01%0.0%
AON  AON PLC$29,000
+3.6%
1360.0%0.01%0.0%
MCO BuyMOODYS CORP$26,000
+4.0%
91
+4.6%
0.01%0.0%
IYF BuyISHARES TRu.s. finls etf$28,000
+16.7%
420
+100.0%
0.01%0.0%
ACN  ACCENTURE PLC IRELAND$27,000
+17.4%
1040.0%0.01%
+12.5%
PDM  PIEDMONT OFFICE REALTY TR IN$28,000
+16.7%
1,7480.0%0.01%0.0%
NSC BuyNORFOLK SOUTHERN CORP$27,000
+12.5%
115
+0.9%
0.01%0.0%
CBRL  CRACKER BARREL OLD CTRY STOR$26,000
+13.0%
2000.0%0.01%
+12.5%
LW  LAMB WESTON HLDGS INC$26,000
+18.2%
3310.0%0.01%
+12.5%
PNC NewPNC FINL SVCS GROUP INC$26,000174
+100.0%
0.01%
ISTB BuyISHARES TRcore 1 5 yr usd$28,0000.0%551
+0.5%
0.01%
-10.0%
ZM BuyZOOM VIDEO COMMUNICATIONS INcl a$28,000
-26.3%
82
+2.5%
0.01%
-35.7%
BIGC BuyBIGCOMMERCE HLDGS INC$27,000
-18.2%
425
+6.2%
0.01%
-25.0%
IVW BuyISHARES TRs&p 500 grwt etf$28,000
+12.0%
433
+300.9%
0.01%0.0%
MXIM  MAXIM INTEGRATED PRODS INC$27,000
+28.6%
3050.0%0.01%
+12.5%
FDL BuyFIRST TR MORNINGSTAR DIV LEA$28,000
-3.4%
960
+1.2%
0.01%
-18.2%
AGCO  AGCO CORP$28,000
+40.0%
2750.0%0.01%
+28.6%
SNAP BuySNAP INCcl a$26,000
+85.7%
529
+0.8%
0.01%
+80.0%
ADBE  ADOBE SYSTEMS INCORPORATED$28,000
+3.7%
550.0%0.01%
-10.0%
ADP  AUTOMATIC DATA PROCESSING IN$28,000
+27.3%
1600.0%0.01%
+12.5%
AOK BuyISHARES TRconser alloc etf$26,000
+4.0%
672
+0.9%
0.01%0.0%
LVS  LAS VEGAS SANDS CORP$23,000
+27.8%
3800.0%0.01%
+14.3%
SCZ NewISHARES TReafe sml cp etf$23,000337
+100.0%
0.01%
RMD  RESMED INC$25,000
+25.0%
1160.0%0.01%
+14.3%
BCE BuyBCE INC$24,000
+4.3%
562
+0.7%
0.01%0.0%
XLU  SELECT SECTOR SPDR TRsbi int-utils$24,000
+4.3%
3870.0%0.01%0.0%
VLUE  ISHARES TRedge msci usa vl$23,000
+15.0%
2680.0%0.01%
+14.3%
SHAK  SHAKE SHACK INCcl a$25,000
+31.6%
3000.0%0.01%
+14.3%
HPQ  HP INC$23,000
+27.8%
9320.0%0.01%
+14.3%
ZBRA  ZEBRA TECHNOLOGIES CORPcl a$23,000
+53.3%
590.0%0.01%
+60.0%
RDSB  ROYAL DUTCH SHELL PLCspon adr b$25,000
+38.9%
7560.0%0.01%
+14.3%
CLX  CLOROX CO DEL$25,000
-3.8%
1220.0%0.01%
-11.1%
DJP  BARCLAYS BANK PLCdjubs cmdt etn36$24,000
+14.3%
1,0800.0%0.01%0.0%
IQI  INVESCO QUALITY MUNI INC TRS$23,000
+4.5%
1,7500.0%0.01%0.0%
HYMB  SPDR SER TRnuveen bbg brcly$24,000
+4.3%
4050.0%0.01%0.0%
IBB BuyISHARES TRnasdaq biotech$23,000
+109.1%
150
+87.5%
0.01%
+100.0%
TMO  THERMO FISHER SCIENTIFIC INC$25,000
+8.7%
530.0%0.01%0.0%
DOCU  DOCUSIGN INC$22,0000.0%1000.0%0.01%
-12.5%
EMKR  EMCORE CORP$20,000
+66.7%
3,6500.0%0.01%
+75.0%
NI  NISOURCE INC$20,000
+5.3%
8540.0%0.01%0.0%
VPV  INVESCO PA VALUE MUN INCOME$21,000
+5.0%
1,6080.0%0.01%0.0%
NVO  NOVO-NORDISK A Sadr$21,0000.0%3000.0%0.01%
-12.5%
KSS NewKOHLS CORP$20,000500
+100.0%
0.01%
VRSK  VERISK ANALYTICS INC$21,000
+10.5%
1000.0%0.01%0.0%
ISRG  INTUITIVE SURGICAL INC$20,000
+17.6%
240.0%0.01%
+16.7%
VTRS NewVIATRIS INC$22,0001,179
+100.0%
0.01%
TSN BuyTYSON FOODS INCcl a$21,000
+5.0%
332
+0.3%
0.01%0.0%
TTE  TOTAL SEsponsored ads$21,000
+23.5%
4950.0%0.01%
+16.7%
TD  TORONTO DOMINION BK ONT$22,000
+22.2%
3850.0%0.01%0.0%
TDOC NewTELADOC HEALTH INC$20,000100
+100.0%
0.01%
CII BuyBLACKROCK ENH CAP &INC FD I$22,000
+15.8%
1,253
+1.6%
0.01%0.0%
PSI  INVESCO EXCHANGE TRADED FD Tdynmc semicndt$21,000
+40.0%
1970.0%0.01%
+40.0%
WMB BuyWILLIAMS COS INC DEL$22,000
+46.7%
1,092
+52.9%
0.01%
+40.0%
DTN  WISDOMTREE TRus divid ex fncl$22,000
+10.0%
2630.0%0.01%0.0%
WKHS NewWORKHORSE GROUP INC$20,0001,000
+100.0%
0.01%
ARKK  ARK ETF TRinnovation etf$21,000
+31.2%
1720.0%0.01%
+16.7%
MNA SellINDEXIQ ETF TRiq mrgr arb etf$21,000
-36.4%
643
-34.8%
0.01%
-41.7%
ITB BuyISHARES TRus home cons etf$22,0000.0%387
+0.3%
0.01%
-12.5%
APTV  APTIV PLC$20,000
+42.9%
1530.0%0.01%
+40.0%
SCHH  SCHWAB STRATEGIC TRus reit etf$22,000
+4.8%
5810.0%0.01%
-12.5%
GDX NewVANECK VECTORS ETF TRgold miners etf$22,000600
+100.0%
0.01%
OEF  ISHARES TRs&p 100 etf$20,000
+11.1%
1170.0%0.01%0.0%
MKC BuyMCCORMICK &CO INC$20,000
-4.8%
212
+100.0%
0.01%
-12.5%
VLO  VALERO ENERGY CORP NEW$20,000
+33.3%
3520.0%0.01%
+40.0%
RF BuyREGIONS FINL CORP NEW$20,000
+66.7%
1,271
+27.1%
0.01%
+75.0%
CSGP  COSTAR GROUP INC$22,000
+10.0%
240.0%0.01%0.0%
GSK BuyGLAXOSMITHKLINE PLCsponsored adr$17,0000.0%462
+0.4%
0.01%0.0%
FSLY BuyFASTLY INCcl a$19,0000.0%213
+6.5%
0.01%
-14.3%
HON  HONEYWELL INTL INC$18,000
+28.6%
840.0%0.01%
+20.0%
BATRA  LIBERTY MEDIA CORP DELAWARE$17,000
+13.3%
7000.0%0.01%
+20.0%
URA  GLOBAL X FDSglobal x uranium$18,000
+38.5%
1,1610.0%0.01%
+20.0%
CRM  SALESFORCE COM INC$17,000
-10.5%
760.0%0.01%
-14.3%
HUN  HUNTSMAN CORP$17,000
+13.3%
6700.0%0.01%
+20.0%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$19,000
+18.8%
380
+0.5%
0.01%0.0%
SMB  VANECK VECTORS ETF TRUSTamt free short m$18,0000.0%1,0200.0%0.01%
-14.3%
CIEN NewCIENA CORP$19,000357
+100.0%
0.01%
RGA  REINSURANCE GRP OF AMERICA I$17,000
+21.4%
1470.0%0.01%
+20.0%
GBT BuyGLOBAL BLOOD THERAPEUTICS IN$17,000
-10.5%
400
+14.3%
0.01%
-14.3%
SNSR  GLOBAL X FDSinternet of thng$19,000
+18.8%
6000.0%0.01%0.0%
CNQ  CANADIAN NAT RES LTD$18,000
+50.0%
7640.0%0.01%
+50.0%
IVOL NewKRANESHARES TRquadrtc int rt$17,000600
+100.0%
0.01%
SCHC  SCHWAB STRATEGIC TRintl sceqt etf$17,000
+13.3%
4590.0%0.01%
+20.0%
ROK BuyROCKWELL AUTOMATION INC$19,000
+18.8%
75
+1.4%
0.01%0.0%
IUSV  ISHARES TRcore s&p us vlu$19,000
+18.8%
2990.0%0.01%0.0%
M NewMACYS INC$17,0001,500
+100.0%
0.01%
CB SellCHUBB LIMITED$17,0000.0%109
-23.2%
0.01%0.0%
CGW  INVESCO EXCHNG TRADED FD TRs&p gbl water$17,000
+13.3%
3670.0%0.01%
+20.0%
NFLX  NETFLIX INC$17,000
+6.2%
320.0%0.01%0.0%
CAH  CARDINAL HEALTH INC$18,000
+12.5%
3350.0%0.01%0.0%
WY  WEYERHAEUSER CO$17,000
+21.4%
5050.0%0.01%
+20.0%
GFED  GUARANTY FED BANCSHARES INC$17,000
+21.4%
1,0000.0%0.01%
+20.0%
IVZ SellINVESCO LTD$17,000
+30.8%
970
-13.6%
0.01%
+20.0%
YOLO BuyADVISORSHARES TRpure cannabis$18,000
+50.0%
1,078
+0.2%
0.01%
+50.0%
PFG  PRINCIPAL FINL GROUP INC$18,000
+20.0%
3640.0%0.01%
+20.0%
SRNE BuySORRENTO THERAPEUTICS INC$14,000
+250.0%
2,000
+515.4%
0.01%
+400.0%
NewNORWEGIAN CRUISE LINE HLDG L$16,00020
+100.0%
0.01%
BE NewBLOOM ENERGY CORP$14,000500
+100.0%
0.01%
XLC  SELECT SECTOR SPDR TR$14,000
+16.7%
2010.0%0.01%
+25.0%
LIN  LINDE PLC$15,000
+7.1%
570.0%0.01%0.0%
WDC  WESTERN DIGITAL CORP$15,000
+50.0%
2750.0%0.01%
+25.0%
AXP BuyAMERICAN EXPRESS CO$16,000
+23.1%
135
+8.0%
0.01%0.0%
NGG  NATIONAL GRID PLCsponsored adr ne$14,0000.0%2340.0%0.01%0.0%
LEA  LEAR CORP$16,000
+45.5%
1030.0%0.01%
+25.0%
SCHW  SCHWAB CHARLES CORP$15,000
+50.0%
2750.0%0.01%
+25.0%
ASML  ASML HOLDING N V$16,000
+33.3%
330.0%0.01%
+25.0%
SAP  SAP SEspon adr$15,000
-16.7%
1180.0%0.01%
-28.6%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$14,000
-22.2%
600.0%0.01%
-28.6%
FCX  FREEPORT-MCMORAN INCcl b$16,000
+60.0%
6320.0%0.01%
+25.0%
IJJ BuyISHARES TRs&p mc 400vl etf$14,000
+27.3%
160
+100.0%
0.01%
+25.0%
BAX  BAXTER INTL INC$15,0000.0%1860.0%0.01%0.0%
BK  BANK NEW YORK MELLON CORP$15,000
+25.0%
3560.0%0.01%
+25.0%
NET SellCLOUDFLARE INC$15,000
-6.2%
200
-50.0%
0.01%
-16.7%
FIVG BuyETF SER SOLUTIONSdefiance next$15,000
+150.0%
450
+125.0%
0.01%
+150.0%
FFC  FLAHERTY &CRUMRIN PFD &INM$15,000
+15.4%
6420.0%0.01%0.0%
RKT  ROCKET COS INC$15,0000.0%7500.0%0.01%0.0%
HTBX NewHEAT BIOLOGICS INC$16,0002,897
+100.0%
0.01%
PEAK  HEALTHPEAK PPTYS INC$16,000
+14.3%
5340.0%0.01%0.0%
FAS  DIREXION SHS ETF TRdly fin bull new$15,000
+87.5%
2460.0%0.01%
+66.7%
CRMD  CORMEDIX INC$15,000
+25.0%
2,0000.0%0.01%
+25.0%
UNM BuyUNUM GROUP$16,000
+33.3%
709
+0.6%
0.01%
+25.0%
NOC  NORTHROP GRUMMAN CORP$14,0000.0%450.0%0.01%0.0%
ROM  PROSHARES TR$15,000
+25.0%
2090.0%0.01%
+25.0%
EXPD  EXPEDITORS INTL WASH INC$14,000
+7.7%
1430.0%0.01%0.0%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$15,000
+15.4%
2500.0%0.01%0.0%
WOR  WORTHINGTON INDS INC$15,000
+25.0%
3000.0%0.01%
+25.0%
BAM  BROOKFIELD ASSET MGMT INCcl a ltd vt sh$15,000
+25.0%
3520.0%0.01%
+25.0%
EQIX  EQUINIX INC$14,000
-6.7%
200.0%0.01%0.0%
TRP BuyTC ENERGY CORP$12,000
-7.7%
306
+1.3%
0.00%
-20.0%
DDOG SellDATADOG INC$11,000
-45.0%
110
-45.0%
0.00%
-42.9%
Z  ZILLOW GROUP INCcl c cap stk$13,000
+30.0%
1000.0%0.00%0.0%
BMYRT  BRISTOL MYERS SQUIBB COright 99/99/9999$12,000
-68.4%
16,9560.0%0.00%
-71.4%
BNOV  INNOVATOR ETFS TRs&p 500 buffer$12,000
+9.1%
4000.0%0.00%0.0%
VFC  V F CORP$13,000
+30.0%
1480.0%0.00%0.0%
MIDD  MIDDLEBY CORP$12,000
+33.3%
960.0%0.00%
+33.3%
CF BuyCF INDS HLDGS INC$12,000
+33.3%
305
+0.7%
0.00%
+33.3%
VPU  VANGUARD WORLD FDSutilities etf$12,000
+9.1%
840.0%0.00%0.0%
MFC BuyMANULIFE FINL CORP$13,000
+30.0%
744
+1.1%
0.00%0.0%
HPE  HEWLETT PACKARD ENTERPRISE C$11,000
+22.2%
9320.0%0.00%
+33.3%
EBAY  EBAY INC$13,000
-7.1%
2660.0%0.00%
-20.0%
TY  TRI CONTL CORP$12,000
+9.1%
4170.0%0.00%0.0%
CHTR  CHARTER COMMUNICATIONS INC Ncl a$13,000
+8.3%
190.0%0.00%0.0%
IT  GARTNER INC$12,000
+20.0%
780.0%0.00%0.0%
 DIFFUSION PHARMACEUTICALS IN$13,0000.0%15,7500.0%0.00%
-20.0%
IYE BuyISHARES TRu.s. energy etf$12,000
+20.0%
612
+0.5%
0.00%0.0%
GRMN  GARMIN LTD$12,000
+33.3%
1000.0%0.00%
+33.3%
COMM NewCOMMSCOPE HLDG CO INC$13,0001,000
+100.0%
0.00%
TTC  TORO CO$11,000
+10.0%
1180.0%0.00%0.0%
RPM  RPM INTL INC$13,000
+8.3%
1440.0%0.00%0.0%
CPB  CAMPBELL SOUP CO$13,0000.0%2710.0%0.00%
-20.0%
IJT BuyISHARES TRs&p sml 600 gwt$9,000
+200.0%
76
+100.0%
0.00%
+200.0%
KHC SellKRAFT HEINZ CO$8,000
-55.6%
231
-63.7%
0.00%
-57.1%
NLY BuyANNALY CAPITAL MANAGEMENT IN$8,000
-84.3%
1,000
+400.0%
0.00%
-84.2%
VOO NewVANGUARD INDEX FDS$8,00023
+100.0%
0.00%
COLD BuyAMERICOLD RLTY TR$8,000
+14.3%
202
+0.5%
0.00%0.0%
VOYA  VOYA FINL INC$9,000
+28.6%
1500.0%0.00%0.0%
XRX BuyXEROX HOLDINGS CORP$9,000
+28.6%
375
+7.1%
0.00%0.0%
CCEP  COCA COLA EUROPEAN PARTNERS$9,000
+28.6%
1890.0%0.00%0.0%
JCI BuyJOHNSON CTLS INTL PLC$10,000
+11.1%
221
+0.5%
0.00%0.0%
MDT  MEDTRONIC PLC$8,000
+14.3%
660.0%0.00%0.0%
STE  STERIS PLC$10,0000.0%540.0%0.00%
-25.0%
IBN  ICICI BK LTDadr$10,000
+66.7%
6430.0%0.00%
+50.0%
IEF  ISHARES TRbarclays 7 10 yr$9,0000.0%720.0%0.00%0.0%
FRC  FIRST REP BK SAN FRANCISCO C$10,000
+42.9%
650.0%0.00%0.0%
MS  MORGAN STANLEY$9,000
+50.0%
1340.0%0.00%
+50.0%
EVRG  EVERGY INC$10,000
+11.1%
1760.0%0.00%0.0%
NVEE  NV5 GLOBAL INC$8,000
+60.0%
1000.0%0.00%
+50.0%
NYCB  NEW YORK CMNTY BANCORP INC$9,000
+28.6%
8720.0%0.00%0.0%
NWN  NORTHWEST NAT HLDG CO$9,0000.0%2000.0%0.00%0.0%
DPZ  DOMINOS PIZZA INC$10,000
-9.1%
250.0%0.00%
-25.0%
BOTZ  GLOBAL X FDSrbtcs artfl inte$9,000
+12.5%
2700.0%0.00%0.0%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$10,000
+11.1%
1240.0%0.00%0.0%
CHD  CHURCH &DWIGHT INC$9,000
-10.0%
1060.0%0.00%
-25.0%
XLF  SELECT SECTOR SPDR TRsbi int-finl$9,000
+12.5%
3120.0%0.00%0.0%
BKNG SellBOOKING HLDGS INC$9,000
-65.4%
4
-75.0%
0.00%
-66.7%
SFIX  STITCH FIX INC$9,000
+125.0%
1500.0%0.00%
+200.0%
DSU  BLACKROCK DEBT STRAT FD INC$10,000
+11.1%
9550.0%0.00%0.0%
ATR  APTARGROUP INC$8,000
+33.3%
560.0%0.00%
+50.0%
GIM  TEMPLETON GLOBAL INCOME FD$9,000
+12.5%
1,5460.0%0.00%0.0%
TSCO  TRACTOR SUPPLY CO$8,000
-11.1%
600.0%0.00%0.0%
ULTA  ULTA BEAUTY INC$9,000
+28.6%
320.0%0.00%0.0%
BLKB  BLACKBAUD INC$5,0000.0%810.0%0.00%0.0%
NYMT BuyNEW YORK MTG TR INC$6,000
+50.0%
1,594
+4.9%
0.00%
+100.0%
DFS  DISCOVER FINL SVCS$7,000
+75.0%
730.0%0.00%
+100.0%
QQQJ NewINVESCO EXCH TRADED FD TR IInasdaqnxtgen100$5,000150
+100.0%
0.00%
DKS BuyDICKS SPORTING GOODS INC$5,000
-16.7%
98
+1.0%
0.00%0.0%
DEO  DIAGEO P L Cspon adr new$6,000
+20.0%
350.0%0.00%0.0%
DVA  DAVITA INC$6,000
+20.0%
540.0%0.00%0.0%
TROW  PRICE T ROWE GROUP INC$6,000
+20.0%
380.0%0.00%0.0%
PRLB  PROTO LABS INC$5,0000.0%350.0%0.00%0.0%
FFIV  F5 NETWORKS INC$5,000
+66.7%
280.0%0.00%
+100.0%
PHM  PULTE GROUP INC$7,000
-12.5%
1730.0%0.00%
-33.3%
 MICRO FOCUS INTERNATIONAL PLspon adr new$6,0001030.0%0.00%
FTEC  FIDELITY COVINGTON TRUSTmsci info tech i$6,000
+20.0%
590.0%0.00%0.0%
ROLL  RBC BEARINGS INC$6,000
+50.0%
340.0%0.00%
+100.0%
FGD  FIRST TR EXCHANGE TRADED FDdj glbl divid$7,000
+40.0%
3000.0%0.00%0.0%
RELX  RELX PLCsponsored adr$6,0000.0%2490.0%0.00%0.0%
CBSH BuyCOMMERCE BANCSHARES INC$5,000
+25.0%
82
+3.8%
0.00%
+100.0%
FE SellFIRSTENERGY CORP$7,0000.0%240
-22.8%
0.00%
-33.3%
MGM  MGM RESORTS INTERNATIONAL$6,000
+50.0%
2000.0%0.00%
+100.0%
ICUI  ICU MED INC$5,0000.0%250.0%0.00%0.0%
CL BuyCOLGATE PALMOLIVE CO$7,000
+16.7%
78
+1.3%
0.00%0.0%
RHP  RYMAN HOSPITALITY PPTYS INC$7,000
+75.0%
1000.0%0.00%
+100.0%
L  LOEWS CORP$6,000
+50.0%
1230.0%0.00%
+100.0%
CTXS  CITRIX SYS INC$5,000
-16.7%
400.0%0.00%0.0%
AMLP BuyALPS ETF TRalerian mlp$5,000
+25.0%
188
+3.3%
0.00%
+100.0%
LEN  LENNAR CORPcl a$6,000
-14.3%
810.0%0.00%
-33.3%
GBCI  GLACIER BANCORP INC NEW$5,000
+25.0%
1160.0%0.00%
+100.0%
FROG NewJFROG LTD$6,000100
+100.0%
0.00%
GNTX  GENTEX CORP$6,000
+50.0%
1660.0%0.00%
+100.0%
STX  SEAGATE TECHNOLOGY PLC$5,000
+25.0%
790.0%0.00%
+100.0%
PCY  INVESCO EXCHNG TRADED FD TRemrng mkt svrg$7,0000.0%2500.0%0.00%
-33.3%
RIGS BuyALPS ETF TRrivrfrnt str inc$5,0000.0%218
+0.5%
0.00%0.0%
ABC  AMERISOURCEBERGEN CORP$5,0000.0%520.0%0.00%0.0%
JRVR  JAMES RIV GROUP LTD$7,0000.0%1500.0%0.00%
-33.3%
NTB BuyBANK OF NT BUTTERFIELD&SON L$6,000
+20.0%
206
+1.5%
0.00%0.0%
SBNY  SIGNATURE BK NEW YORK N Y$7,000
+75.0%
540.0%0.00%
+100.0%
LH  LABORATORY CORP AMER HLDGS$6,000
+20.0%
280.0%0.00%0.0%
YUM  YUM BRANDS INC$6,000
+20.0%
580.0%0.00%0.0%
HYZD  WISDOMTREE TRhedged hi yld bd$6,0000.0%2920.0%0.00%0.0%
SWK  STANLEY BLACK &DECKER INC$6,000
+20.0%
320.0%0.00%0.0%
VT  VANGUARD INTL EQUITY INDEX Ftt wrld st etf$5,000
+25.0%
520.0%0.00%
+100.0%
RGR  STURM RUGER &CO INC$7,000
+16.7%
1000.0%0.00%0.0%
NewBAIDU INCcall$5,0001
+100.0%
0.00%
RYT  INVESCO EXCHANGE TRADED FD Ts&p500 eql tec$6,000
+20.0%
250.0%0.00%0.0%
BIIB  BIOGEN INC$5,000
-16.7%
220.0%0.00%0.0%
WAB SellWABTEC CORP$5,0000.0%76
-7.3%
0.00%0.0%
WPC BuyWP CAREY INC$7,0000.0%106
+1.0%
0.00%
-33.3%
APRE NewAPREA THERAPEUTICS INC$7,0001,500
+100.0%
0.00%
VNT NewVONTIER CORPORATION$7,000210
+100.0%
0.00%
BOCT  INNOVATOR ETFS TRs&p 500 bufetf$5,000
+25.0%
1500.0%0.00%
+100.0%
IIVI  II VI INC$6,000
+100.0%
750.0%0.00%
+100.0%
IP  INTL PAPER CO$6,000
+20.0%
1280.0%0.00%0.0%
UFPI  UFP INDUSTRIES INC$7,0000.0%1200.0%0.00%
-33.3%
VEA  VANGUARD TAX MANAGED INTL FDftse dev mkt etf$5,000
+25.0%
1000.0%0.00%
+100.0%
UAA  UNDER ARMOUR INCcl a$6,000
+50.0%
3500.0%0.00%
+100.0%
AIO BuyALLIANZGI ARTIFICIAL INTELLI$5,000
+25.0%
204
+2.0%
0.00%
+100.0%
UTHR  UNITED THERAPEUTICS CORP DEL$7,000
+40.0%
460.0%0.00%0.0%
ATEC  ALPHATEC HOLDINGS INC$6,000
+100.0%
4370.0%0.00%
+100.0%
JPS  NUVEEN PFD &INCM SECURTIES$6,0000.0%6540.0%0.00%0.0%
NAD  NUVEEN QUALITY MUNCP INCOME$7,0000.0%4670.0%0.00%
-33.3%
IXUS BuyISHARES TRcore msci total$7,000
+16.7%
109
+0.9%
0.00%0.0%
DKNG NewDRAFTKINGS INC$5,000100
+100.0%
0.00%
IBIO BuyIBIO INC$4,0000.0%3,600
+100.0%
0.00%0.0%
VNQ BuyVANGUARD INDEX FDSreal estate etf$3,0000.0%37
+2.8%
0.00%0.0%
LECO  LINCOLN ELEC HLDGS INC$4,000
+33.3%
370.0%0.00%0.0%
BSGM  BIOSIG TECHNOLOGIES INC$4,000
-20.0%
1,0000.0%0.00%
-50.0%
TTD NewTHE TRADE DESK INC$2,0002
+100.0%
0.00%
ALXN  ALEXION PHARMACEUTICALS INC$4,000
+33.3%
240.0%0.00%0.0%
SDGR SellSCHRODINGER INC$2,000
-60.0%
20
-80.0%
0.00%
-50.0%
LEG  LEGGETT &PLATT INC$4,0000.0%1000.0%0.00%0.0%
UNP  UNION PACIFIC CORP$4,000
+33.3%
180.0%0.00%0.0%
TOL  TOLL BROTHERS INC$3,0000.0%690.0%0.00%0.0%
EWZS  ISHARES TRbrazil sm-cp etf$2,000
+100.0%
1000.0%0.00%
CRSP NewCRISPR THERAPEUTICS AGnamen akt$2,00010
+100.0%
0.00%
ALC  ALCON INC$2,000
+100.0%
260.0%0.00%
IPOC NewSOCIAL CAP HEDSPIA HLDG CO I$2,000107
+100.0%
0.00%
EPD BuyENTERPRISE PRODS PARTNERS L$3,000
+50.0%
157
+1.9%
0.00%0.0%
VER SellVEREIT INC$4,0000.0%109
-79.8%
0.00%0.0%
VRM  VROOM INC$4,000
-20.0%
1000.0%0.00%
-50.0%
BMO  BANK MONTREAL QUE$3,000
+50.0%
330.0%0.00%0.0%
J  JACOBS ENGR GROUP INC$4,000
+33.3%
370.0%0.00%0.0%
AMC  AMC ENTMT HLDGS INC$3,000
-57.1%
1,5500.0%0.00%
-66.7%
IYT  ISHARES TRtrans avg etf$3,0000.0%150.0%0.00%0.0%
G  GENPACT LIMITED$3,0000.0%810.0%0.00%0.0%
SRE  SEMPRA ENERGY$4,000
+33.3%
280.0%0.00%0.0%
CCACU  CITIC CAPITAL ACQUISITION COunit 99/99/9999$2,0000.0%2000.0%0.00%0.0%
VOD  VODAFONE GROUP PLC NEWsponsored adr$2,0000.0%1460.0%0.00%0.0%
HMSY  HMS HLDGS CORP$4,000
+33.3%
1210.0%0.00%0.0%
ING  ING GROEP N Vsponsored adr$2,0000.0%2270.0%0.00%0.0%
BTI SellBRITISH AMERN TOB PLCsponsored adr$4,000
-50.0%
109
-49.1%
0.00%
-66.7%
GNRC  GENERAC HLDGS INC$2,000
+100.0%
70.0%0.00%
SNN  SMITH &NEPHEW PLCspdn adr new$4,000
+33.3%
870.0%0.00%0.0%
GPS  GAP INC$2,0000.0%1000.0%0.00%0.0%
YUMC  YUM CHINA HLDGS INC$3,0000.0%570.0%0.00%0.0%
EBC NewEASTERN BANKSHARES INC$3,000200
+100.0%
0.00%
WH  WYNDHAM HOTELS &RESORTS INC$3,000
+50.0%
490.0%0.00%0.0%
WYND  WYNDHAM DESTINATIONS INC$2,0000.0%490.0%0.00%0.0%
BOXL  BOXLIGHT CORP$3,000
-25.0%
2,2380.0%0.00%0.0%
ACC  AMERICAN CAMPUS CMNTYS INC$2,000
+100.0%
410.0%0.00%
OXY  OCCIDENTAL PETE CORP$4,000
+33.3%
2580.0%0.00%0.0%
GPI  GROUP 1 AUTOMOTIVE INC$4,000
+33.3%
320.0%0.00%0.0%
SQ NewSQUARE INCcl a$2,0008
+100.0%
0.00%
NAV  NAVISTAR INTL CORP NEW$3,0000.0%1000.0%0.00%0.0%
HUBS NewHUBSPOT INC$2,0004
+100.0%
0.00%
NATI  NATIONAL INSTRS CORP$3,0000.0%730.0%0.00%0.0%
HTLD  HEARTLAND EXPRESS INC$2,0000.0%1210.0%0.00%0.0%
AMP  AMERIPRISE FINL INC$4,000
+33.3%
210.0%0.00%0.0%
SCL  STEPAN CO$3,0000.0%280.0%0.00%0.0%
NewABIOMED INCcall$3,0001
+100.0%
0.00%
NHI  NATIONAL HEALTH INVS INC$3,0000.0%440.0%0.00%0.0%
ETJ BuyEATON VANCE RISK MNGD DIV EQ$3,0000.0%274
+2.6%
0.00%0.0%
NRG  NRG ENERGY INC$2,0000.0%580.0%0.00%0.0%
REM BuyISHARES TRmortge rel etf$3,0000.0%106
+1.9%
0.00%0.0%
DXC  DXC TECHNOLOGY CO$2,000
+100.0%
790.0%0.00%
PINS NewPINTEREST INCcl a$2,00024
+100.0%
0.00%
PAA SellPLAINS ALL AMERN PIPELINE Lunit ltd partn$2,000
-95.7%
280
-88.7%
0.00%
-94.1%
POWI  POWER INTEGRATIONS INC$3,000
+50.0%
400.0%0.00%0.0%
SYK  STRYKER CORP$3,0000.0%140.0%0.00%0.0%
PSMT  PRICESMART INC$2,000
+100.0%
220.0%0.00%
MUFG  MITSUBISHI UFJ FINL GROUP INsponsored ads$2,0000.0%4480.0%0.00%0.0%
PRA  PROASSURANCE CORP$2,000
+100.0%
920.0%0.00%
CFR  CULLEN FROST BANKERS INC$3,000
+50.0%
330.0%0.00%0.0%
MAA  MID AMER APT CMNTYS INC$3,0000.0%250.0%0.00%0.0%
CRWD NewCROWDSTRIKE HLDGS INCcl a$2,0008
+100.0%
0.00%
 CARNIVAL CORPcall$3,000
+50.0%
20.0%0.00%0.0%
FDX  FEDEX CORP$2,0000.0%70.0%0.00%0.0%
PUK  PRUDENTIAL PLCadr$3,000
+50.0%
690.0%0.00%0.0%
SU SellSUNCOR ENERGY INC NEW$3,000
-25.0%
194
-42.8%
0.00%0.0%
SBE NewSWITCHBACK ENERGY ACQUISTN C$3,000194
+100.0%
0.00%
INO  INOVIO PHARMACEUTICALS INC$3,000
-25.0%
3370.0%0.00%0.0%
CXH  MFS INVT GRADE MUN TRsh ben int$4,0000.0%4370.0%0.00%0.0%
BSTZ BuyBLACKROCK SCIENCE &TECH TR$4,000
+33.3%
102
+2.0%
0.00%0.0%
FHN  FIRST HORIZON NATL CORP$2,0000.0%1740.0%0.00%0.0%
URBN  URBAN OUTFITTERS INC$2,000
+100.0%
690.0%0.00%
A  AGILENT TECHNOLOGIES INC$2,0000.0%150.0%0.00%0.0%
MD  MEDNAX INC$2,000
+100.0%
760.0%0.00%
RWT  REDWOOD TR INC$3,0000.0%3340.0%0.00%0.0%
MCK  MCKESSON CORP$3,0000.0%180.0%0.00%0.0%
IJS BuyISHARES TRsp smcp600vl etf$4,000
+33.3%
49
+96.0%
0.00%0.0%
AKAM  AKAMAI TECHNOLOGIES INC$3,0000.0%300.0%0.00%0.0%
AVNS  AVANOS MED INC$2,0000.0%540.0%0.00%0.0%
WD NewWALKER &DUNLOP INC$2,00018
+100.0%
0.00%
SDG  ISHARES TRmsci global imp$3,0000.0%330.0%0.00%0.0%
RIO  RIO TINTO PLCsponsored adr$3,000
+50.0%
370.0%0.00%0.0%
RHI  ROBERT HALF INTL INC$3,0000.0%490.0%0.00%0.0%
MPC  MARATHON PETE CORP$4,000
+33.3%
860.0%0.00%0.0%
THQ BuyTEKLA HEALTHCARE OPPORTUNIT$4,000
+33.3%
182
+1.7%
0.00%0.0%
ECON  COLUMBIA ETF TR IIemrg markets etf$3,0000.0%1020.0%0.00%0.0%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$2,0000.0%150.0%0.00%0.0%
FLGT NewFULGENT GENETICS INC$2,00031
+100.0%
0.00%
APPN NewAPPIAN CORPcl a$2,00013
+100.0%
0.00%
FUBO NewFUBOTV INC$3,000100
+100.0%
0.00%
BDL  FLANIGANS ENTERPRISES INC$2,0000.0%1000.0%0.00%0.0%
INTU  INTUIT$2,000
+100.0%
40.0%0.00%
RWO BuySPDR INDEX SHS FDSdj glb rl es etf$2,0000.0%43
+2.4%
0.00%0.0%
DCI  DONALDSON INC$4,000
+33.3%
680.0%0.00%0.0%
FL  FOOT LOCKER INC$2,0000.0%610.0%0.00%0.0%
LOB NewLIVE OAK BANCSHARES INC$2,00033
+100.0%
0.00%
XBI  SPDR SERIES TRUSTs&p biotech$4,000
+33.3%
270.0%0.00%0.0%
NUMV ExitNUSHARES ETF TRnuveen esg midvl$0-600
-100.0%
0.00%
 INVIVO THERAPEUTICS HLDGS CO$010.0%0.00%
NVTA NewINVITAE CORP$1,00023
+100.0%
0.00%
HLIT NewHARMONIC INC$1,000115
+100.0%
0.00%
HSBC  HSBC HLDGS PLCspon adr new$1,0000.0%330.0%0.00%
GHL  GREENHILL &CO INC$0290.0%0.00%
NewGOLDMAN SACHS GROUP INCcall$1,0000
+100.0%
0.00%
AMJ  JPMORGAN CHASE &COalerian ml etn$1,000420.0%0.00%
NewCAMECO CORPcall$010
+100.0%
0.00%
KBR  KBR INC$1,000170.0%0.00%
NewCAMECO CORPcall$04
+100.0%
0.00%
NewRHcall$1,0001
+100.0%
0.00%
NewSEA LTDcall$01
+100.0%
0.00%
 UNITEDHEALTH GROUP INCcall$010.0%0.00%
KEYS  KEYSIGHT TECHNOLOGIES INC$1,0000.0%70.0%0.00%
KNSL NewKINSALE CAP GROUP INC$1,0005
+100.0%
0.00%
KTB  KONTOOR BRANDS INC$1,000210.0%0.00%
NewJFROG LTDcall$01
+100.0%
0.00%
NewFUBOTV INCcall$01
+100.0%
0.00%
NewAPPLE INCcall$1,0001
+100.0%
0.00%
NewCAMECO CORPcall$05
+100.0%
0.00%
NewDELTA AIR LINES INC DEL$01
+100.0%
0.00%
NewCLOUDFLARE INCcall$01
+100.0%
0.00%
NewCAMECO CORPcall$03
+100.0%
0.00%
LSF NewLAIRD SUPERFOOD INC$1,00019
+100.0%
0.00%
NewANTHEM INCcall$1,0001
+100.0%
0.00%
NewCAMECO CORPcall$05
+100.0%
0.00%
EL  LAUDER ESTEE COS INCcl a$010.0%0.00%
LENB  LENNAR CORPcl b$010.0%0.00%
FBHS  FORTUNE BRANDS HOME &SEC IN$1,0000.0%80.0%0.00%
ExitCITIGROUP INCcall$0-1
-100.0%
0.00%
MAC  MACERICH CO$1,0000.0%880.0%0.00%
FENY  FIDELITY COVINGTON TRmsci energy idx$0100.0%0.00%
NGVC  NATURAL GROCERS BY VITAMIN C$0320.0%0.00%
NMRK  NEWMARK GROUP INCcl a$1,000920.0%0.00%
NKLA  NIKOLA CORP$1,0000.0%500.0%0.00%
NBY  NOVABAY PHARMACEUTICALS INC$1,0000.0%2,0000.0%0.00%
NUAN  NUANCE COMMUNICATIONS INC$090.0%0.00%
NUE  NUCOR CORP$1,0000.0%260.0%0.00%
EMN  EASTMAN CHEMICAL CO$040.0%0.00%
OXYWS  OCCIDENTAL PETE CORP*w exp 08/03/202$0380.0%0.00%
OMC  OMNICOM GROUP INC$080.0%0.00%
EOG  EOG RES INC$0100.0%0.00%
FLWS NewFLWS/1-800 FLOWERScl a$05
+100.0%
0.00%
OPEN NewOPENDOOR TECHNOLOGIES INC$1,00048
+100.0%
0.00%
DSE SellDUFF &PHELPS SLT ENGY AND M$0100
-90.0%
0.00%
DRQ  DRIL QUIP INC$1,0000.0%310.0%0.00%
PAYC NewPAYCOM SOFTWARE INC$1,0003
+100.0%
0.00%
PRSP  PERSPECTA INC$1,0000.0%390.0%0.00%
PBR  PETROLEO BRASILEIRO SA PETROsponsored adr$1,0000.0%1060.0%0.00%
DELL  DELL TECHNOLOGIES INCcl c$1,00070.0%0.00%
DSKEW  DASEKE INC*w exp 02/27/202$1,0000.0%7,0000.0%0.00%
CRBP NewCORBUS PHARMACEUTICALS HLDGS$1,0001
+100.0%
0.00%
STZ  CONSTELLATION BRANDS INCcl a$1,0000.0%30.0%0.00%
CNDT NewCONDUENT INC$020
+100.0%
0.00%
REZI  RESIDEO TECHNOLOGIES INC$0130.0%0.00%
CRUS  CIRRUS LOGIC INC$1,0000.0%130.0%0.00%
CC  CHEMOURS CO$1,0000.0%600.0%0.00%
SLB  SCHLUMBERGER LTD$1,0000.0%520.0%0.00%
CRNC  CERENCE INC$010.0%0.00%
XLP  SELECT SECTOR SPDR TRsbi cons stpls$010.0%0.00%
CMS  CMS ENERGY CORP$1,0000.0%140.0%0.00%
CI  CIGNA CORP NEW$010.0%0.00%
NOW NewSERVICENOW INC$1,0002
+100.0%
0.00%
WORK NewSLACK TECHNOLOGIES INC$05
+100.0%
0.00%
SONY NewSONY CORPsponsored adr$04
+100.0%
0.00%
BHF  BRIGHTHOUSE FINL INC$1,000150.0%0.00%
BWA NewBORGWARNER INC$1,00014
+100.0%
0.00%
ExitBAIDU INCcall$0-1
-100.0%
0.00%
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$0150.0%0.00%
PRTY ExitPARTY CITY HOLDCO INC$0-35
-100.0%
0.00%
TXG New10X GENOMICS INC$1,0007
+100.0%
0.00%
TWTR  TWITTER INC$080.0%0.00%
UA  UNDER ARMOUR INCcl c$0200.0%0.00%
BCS  BARCLAYS PLCadr$0260.0%0.00%
BGCP  BGC PARTNERS INCcl a$1,0002000.0%0.00%
ANET NewARISTA NETWORKS INC$1,0005
+100.0%
0.00%
APEN  APOLLO ENDOSURGERY INC$0650.0%0.00%
VEEV NewVEEVA SYS INC$1,0004
+100.0%
0.00%
AIG  AMERICAN INTL GROUP INC$0100.0%0.00%
ATHE  ALTERITY THERAPEUTICS LTDsponsored adr$0
-100.0%
3330.0%0.00%
VRTX  VERTEX PHARMACEUTICALS INC$1,0000.0%40.0%0.00%
 ALIMERA SCIENCES INC$0660.0%0.00%
VITL NewVITAL FARMS INC$1,00032
+100.0%
0.00%
VMW  VMWARE INC$030.0%0.00%
ALBO  ALBIREO PHARMA INC$0100.0%0.00%
ASLE NewAERSALE CORPORATION$1,000100
+100.0%
0.00%
ASIX  ADVANSIX INC$010.0%0.00%
ZS NewZSCALER INC$1,0007
+100.0%
0.00%
ExitROYAL CARIBBEAN GROUPcall$0-2
-100.0%
0.00%
TEAM NewATLASSIAN CORP PLCcl a$1,0005
+100.0%
0.00%
PCPLWS  CC NEUBERGER PRINCIPAL HLDNG*w exp 99/99/999$1,0000.0%4000.0%0.00%
NVT  NVENT ELECTRIC PLC$010.0%0.00%
PNR  PENTAIR PLC$010.0%0.00%
SPOT NewSPOTIFY TECHNOLOGY S A$1,0004
+100.0%
0.00%
FVRR NewFIVERR INTL LTD$1,0006
+100.0%
0.00%
WIX NewWIX COM LTD$1,0004
+100.0%
0.00%
ESTC NewELASTIC N V$1,0009
+100.0%
0.00%
PXS NewPYXIS TANKERS INC$06
+100.0%
0.00%
BPMP ExitBP MIDSTREAM PARTNERS LPunit ltd ptnr$0-111
-100.0%
0.00%
ExitSELECT SECTOR SPDR TRcall$0-1
-100.0%
0.00%
ExitBIGCOMMERCE HLDGS INCcall$0-2
-100.0%
0.00%
ExitRHcall$0-1
-100.0%
0.00%
AAOI ExitAPPLIED OPTOELECTRONICS INC$0-124
-100.0%
0.00%
ExitSVB FINANCIAL GROUPcall$0-1
-100.0%
0.00%
ExitGOLDMAN SACHS GROUP INCcall$00
+100.0%
0.00%
ExitFASTLY INCcall$0-1
-100.0%
0.00%
ExitANTHEM INCcall$00
+100.0%
0.00%
ExitABIOMED INCput$0-1
-100.0%
0.00%
NUMG ExitNUSHARES ETF TRnuveen esg midcp$0-1,217
-100.0%
0.00%
ERF ExitENERPLUS CORP$0-300
-100.0%
0.00%
ExitRAYTHEON TECHNOLOGIES CORPput$0-1
-100.0%
0.00%
ACB ExitAURORA CANNABIS INC$0-8
-100.0%
0.00%
ExitMAGNITE INCcall$0-5
-100.0%
0.00%
APXTW ExitAPEX TECHNOLOGY ACQUISITION*w exp 09/18/202$0-200
-100.0%
0.00%
ExitANTHEM INCcall$00
+100.0%
0.00%
NUSC ExitNUSHARES ETF TRnuveen esg smlcp$0-734
-100.0%
0.00%
ExitBAIDU INCcall$0-1
-100.0%
0.00%
ExitISHARES TRcall$0-2
-100.0%
0.00%
ExitVISA INCcall$00
+100.0%
0.00%
CPAAW ExitCONYERS PK II ACQUISITION CO*w exp 07/18/202$0-250
-100.0%
0.00%
ExitSCHRODINGER INCcall$0-1
-100.0%
0.00%
ExitDOCUSIGN INCcall$0-1
-100.0%
0.00%
ExitSELECT SECTOR SPDR TRcall$0-1
-100.0%
0.00%
ExitGOLDMAN SACHS GROUP INCcall$00
+100.0%
0.00%
ExitVISA INCcall$0-1
-100.0%
0.00%
ExitCITIGROUP INCput$0-1
-100.0%
0.00%
IWR  ISHARES TRrus mid cap etf$1,0000.0%200.0%0.00%
DLPH ExitDELPHI TECHNOLOGIES PLC$0-34
-100.0%
0.00%
ExitABIOMED INCcall$0-1
-100.0%
0.00%
ExitAPPLE INCcall$00
+100.0%
0.00%
ExitISHARES TRcall$0-2
-100.0%
0.00%
ExitCLOUDFLARE INCcall$0-1
-100.0%
0.00%
TRNEWS ExitTRINE ACQUISITION CORP*w exp 03/31/202$0-100
-100.0%
0.00%
ExitENPHASE ENERGY INCcall$0-1
-100.0%
0.00%
ExitVROOM INCcall$0-1
-100.0%
0.00%
ASHR ExitDBX ETF TRxtrack hrvst csi$0-100
-100.0%
-0.00%
APXT ExitAPEX TECHNOLOGY ACQUISITION$0-150
-100.0%
-0.00%
BKLN ExitINVESCO EXCHNG TRADED FD TRsr ln etf$0-139
-100.0%
-0.00%
PJAN ExitINNOVATOR ETFS TRs&p 500 power$0-150
-100.0%
-0.00%
DNN ExitDENISON MINES CORP$0-5,000
-100.0%
-0.00%
GVAL ExitCAMBRIA ETF TRglobal value etf$0-107
-100.0%
-0.00%
MNCL ExitMONOCLE ACQUISITION CORP$0-150
-100.0%
-0.00%
EBIX ExitEBIX INC$0-302
-100.0%
-0.00%
MYL ExitMYLAN N V$0-325
-100.0%
-0.00%
ENPH ExitENPHASE ENERGY INC$0-100
-100.0%
-0.00%
BIP ExitBROOKFIELD INFRAST PARTNERSlp int unit$0-162
-100.0%
-0.00%
IRM ExitIRON MTN INC NEW$0-536
-100.0%
-0.01%
DSL ExitDOUBLELINE INCOME SOLUTIONS$0-1,000
-100.0%
-0.01%
DNKN ExitDUNKIN BRANDS GROUP INC$0-206
-100.0%
-0.01%
IEO ExitISHARES TRus oil gs ex etf$0-750
-100.0%
-0.01%
FPF ExitFIRST TR INTER DUR PFD &IN$0-1,000
-100.0%
-0.01%
LVGO ExitLIVONGO HEALTH INC$0-150
-100.0%
-0.01%
RSX ExitVANECK VECTORS ETF TRUSTrussia etf$0-979
-100.0%
-0.01%
SIVB ExitSVB FINANCIAL GROUP$0-100
-100.0%
-0.01%
HTBX ExitHEAT BIOLOGICS INC$0-20,250
-100.0%
-0.01%
SJM ExitSMUCKER J M CO$0-300
-100.0%
-0.01%
UBSI ExitUNITED BANKSHARES INC WEST V$0-1,816
-100.0%
-0.01%
USO ExitUNITED STATES OIL FUND LPunits$0-1,686
-100.0%
-0.02%
IDU ExitISHARES TRu.s. utilits etf$0-430
-100.0%
-0.02%
BACPRL ExitBK OF AMERICA CORP7.25%cnv pfd l$0-1,325
-100.0%
-0.72%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ETF SER SOLUTIONS16Q3 202320.5%
ETF SER SOLUTIONS16Q3 202312.4%
ETF SER SOLUTIONS16Q3 20239.1%
OPUS SMALL CAP VALUE ETF16Q3 20237.3%
ISHARES TR16Q3 20235.6%
ISHARES TR S&P 1500 INDEX FD16Q3 20234.6%
APPLE INC16Q3 20232.7%
HOME DEPOT INC16Q3 20232.5%
INVESCO EXCHANGE TRADED FD T16Q3 20233.2%
ISHARES TR16Q3 20236.4%

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

Latest filings
TypeFiled
13F-HR2024-01-10
13F-HR2023-11-13
13F-HR2023-07-13
13F-HR2023-04-26
13F-HR2023-02-03
13F-HR2022-10-11
13F-HR2022-07-12
13F-HR2022-04-25
13F-HR2022-01-20
13F-HR2021-10-20

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

Compare quarters

Export Sugarloaf Wealth Management, LLC's holdings